HomeMy WebLinkAboutOC1968-0316 - ESTATE OF SUTHERLANDPETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form (
Estate of ~~tl~~~~~..~~~~~~.t~~~.
Deceased
No ~~.,:,.~~.~~J~A. A.
Fiduciary.J.~~g~.~..J.G9.$.!!t~1..~~b .
Executrix
Date of Date of
Decedent's deat'h D.e.ce.mb.Qx 21.,...196.1 Grant of Leifters feb~ar.Y-..23.•...1.9.6.8 .
This is the ~.!~~.~..~g4...~.~g~l account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term..:.
.................................................................~~~~p..~~.~~~~.~.~.~.
Election to take NONE
Under or Against will.(cross out one)
Date Election Place of;.
Fi led ~~~...~P.P.~.~~~~J:..~.Record ~~~...~p.pJ.~~.~1?Je.
Name of surviving spouse ~P~!o:1:~~p~~:.4~.~~~~~.4..1:~.~.~~.~!.~~.~.
List issue,where material:
Not material.
Did decedent marry after execution of will?(indicate)G.No.Any children born after execution of will?(indicate)
HI No.If answer yes,name them Not 8p.plic.•ble.•..............................................................................
Leg.atees
Jeanne J.Gosselin
Relationship
Daughter
Interest
Entire
Fiduciary,if deceased or not sui juris
Not applicable.
List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause:
No exceptions.
If partial intestacy,give facts:No.t applicable.
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragr-,~.p_h C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.D.
If any exception give cause:~9...~~~.~P~~~,;m.!.
File copy of Notice ,
and date of mailing ~~~~~.~~.~y.~~~~~9.~.l:y b~~J:,,"".",.,,..",..,
Is estate subject to the ~iling of a Federal Estate Tax Return?~~.~,..,';,.,,;,;;:.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $NQD.e ..
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
................................................:~~~~pp.J.~~~~.~~.!.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
NONE
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a state~ent of any other facts deemed necessary for the preparation of the ·adjudication:
Not applicable.
Balance for distribution per account,
Itemize any additional debits not shown by account:
None
Total additional debits (Add)
Itemize any additional credits not shown by account:
None
Total additional credits (Subtract)
Balance for distribution·
$~.~.~.~~.~.~!.
$9.~.9.9..
$:.,.Q~.P.~.
$....~.J.461.61----_-_--__-_..
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Shares of stock to be received by heir in kind -the Election to Take
in Kind being filed herewith•
..
If Family Exemption claimed by Petition,give place of Rec~rd:....¥.~~~J:Y....~~~~;.~~~...~.~~.~~~.~..~~...~~.~~~nt.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.~Q~.__~p'pli~a:b.l~.•....._ .
List any advancement or distribution on account that has been made,and nature and amount of same:
None.
j
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
After calculation of proper Inheritance Tax,balance should be
awarded to the daughter,Jeanne J.Gosselin,making note of the
Election to Take in Kind of the shares of stock.
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly_~w:.Q.~.._.._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 thjs.)..Q~h.....day ot;p.:-:..~~~~.~~.~-:-.-;.7.'...}'~9~.~..~
Signature of Office~d.~.~
Title of Officer ~~.~~~Y.~~!.~~.
.SANDRA l.STf\,/AHI,NUIARv ruui.\,Office explres ;.~~:;i ".._'..;3~r .
WASHINGiUN C-Jl,'HY
MY COMMISSION EXPIRES fEB.23,1972
And your petitioner will ever pray,etc.
~~Q.L~.~,...
\rnne J.\rseliD
•~"'"..,.~~'!'~~..~.."'''~~~'!'..T'~~..'!'..T'!
....
,
..
)
f
No..~~.~.~~.~~J~A.A.
Estate of ~~!~.~~.J~g:w~~~.~~.~~.~.@~.~,
Deceased
Deceased
Fiduciary...~~~DDe J.Gosselin,...............-----_.._...--_......-....-_.....-.._.._........
Executrix
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of WiII.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
...........,,~.~~P~...~.~...~!_~-~~.~.~._.~-~~-~------_.
Attorney
~2
S111M .:10 H31Sl83ijONl~VW 113SS0H
t a :6 l-IV OE CldV 6961 .
G3'll j
--.~.,
:;/'...\.-;..•".J .\,.
-:".',..',,,.
'/-1 1,I '
'J'tl,:·,'·'
r-..••
Cltommoututu1t4 of 'tUU.6111nnuiu.}ss.JIIIas~in!lton Qtonntg.
KNOW ALL MEN BY THESE PRESENTS:.Whereas,at Washington,III the County'aforesaid
on the 23rd.day of
Russell Ma.rino
February A.D.19 68 ,before me,
,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of W:lshington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
sallie Howe Sutherland
late of Borough of McDonald in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Jeanne J.Gosselin
rix
the Executi2a:III said Will and Testament named,having appeared before ,me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
Jeanne J.Gosselin
committing unto Her the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring Her
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this 23rd.
day of February III the year of our Lord one thousand
nine hundred and Sixty Eight'
Register
--,
~~...,toI-'.....
~.....
"totot
t:I:t=
0 IT1en EIt:I!~()to-i t=
'"CIJ IT1 .....
$=:0 ~C't "TI ap-
(1)to
Ii ==...,.....
$:I)~~totPosa
'.':"'.-,,;...'~-.",-.
'~..,"'
_....~::"/<.i ~~:_~_4.-~',.;,~,;......".;:..'.,:/;.,.\-~-::::t ...~':-,....II--)'
~-.-,
OF
SALLIE HmvE SUTHERLAND
.,
po-:..,~.;~...~__~,.....,.•_--:'.,"~'J-~:.c_."".:,;'-:I~...'~.......,,.;.:.:,:,~·.._':,,:·,i:..."....:.•L_;..
«":_~<'""J',-..'"".:;-:,,'
..':
.-....
.'
I,SALLIE ~OWE SUTHERLAND,of the Borough of McDonald,
ashington County,Pennsylvania,being of sound and disposing mind and.
emory,hereby revoking any and all Wills.by me at any time previously
ade,do hereby make this my Last Will and Testament in manner and
form following:
FIRST:I direct my Executrix or Executor,her~inafter named,to
pay and satisfy all my just debts and funeral expenses as soon after
y decease as is conveniently possible.
SECOND:In the event that my daughter,JEANNE J.GOSSELIN,
,
~..
t
,~,
I•f 'lf"
t .
t·
,,
~.\
I,,r·I[-.
f,
I
i·,
shall be alive at the time of the'probate of'this my Last ~Vill and
Testament,I do then give,devise and bequeath all my estate both real
~...
lp..
~!.,'
and personal and wheresoever situate at the time of my decease,to mY.
1daughter,JEANNE J.GOSSELIN,absolutely;I do hereby nominate,const~
tuteand appoint my daughter,JEANNE J.GOSSELIN,as Executrix of thisl
i'.
f
y Last Will and Testament.
,.,
THIRD:In the event that my daughter,JEANNE J.GOSSELIN,shall;
not be alive at the time of the probate of this my Last 'lUI and Tes-i
tameut,I do then give,devise and bequeath all my estate both real I
and personal and wheresoever situate at the time of my decease,to my
!granddaughter,JACQUELINE Y.GOSSELIN,absolutely;in the.event that I
the said JACQUELINE Y.GOSSELIN shall be a minor at the time of my de-j
cease,I do then nominate,constitute and appoint her father,EDMOND I~.GOSSELIN,as guardian of h~r estate until age twenty-one;further I ~:II
lin this event I do nominate,constitute and appoint the s,aid EDMOND F.
GOSSELIN as Executor of this my Last Will and Testament.
'1 FOURTH:In the event that my daug!:lter,JEANNE J.GOSSELIN,and I'
my granddaughter,JACQUELINE Y.GOSSELIN,shall both be deceased ~t
the time of the probate of this my Last~nll and Testament,I do then
-Page One-
[.
I........
,.
!.'r~
iIrI
!t
Il,'l~!,{.,
i !
I I
I \fti
...
,..-:-...
,-;.J
IgiVe ,devis~and bequeath all my estate both real and personal and
wheresoever situate at the time of my decease,to my son-in-1a~],
EDHOND F.GOSSELIN,absolutely;in this event,I do hereby nominate,
'.t,
;1
iI~,.r:I:.r'•rI
1
~
constitute and appoint the said EDMOND F.GOSSELIN as Executor of this!
;my
I
I
Last Will and Testament.
IN WITNESS WHEREOF,I have hereunto set my hand and seal this
__].....\......,\.....c....t ...l+-\......,1965.
!,,
I,
~i;'-.
l
l
f
}-
~
1\<,
!i,
hereunto set our hands as witnesses.
-.
Signed,sealed,published and declared by the above named Testa-·
trix,SALLIE HOWE SUTHERLAND,as and for her Last Will and Testam~nt,!
Iin'the presence of us,who at her request,in her presence and in the!
I
I
!__~F=-=-~::;....=~~--::..~-=--:Res iding a t .......2_.f__?_'-L'=-.;.y_\·~~I.,......._·........._-'-+f_>r~-'~"'--C":_-_._....__-'.!
,~_--.:;.oe:....,..:~-l..4.~;..,.!_QJ;.:;./:..:;.(7l-~W:...;;;...---:Residing a t_--:C;;;..;t~l;n-:..·..;..,--c_,~;"'..:..t._/~_/_,I_u_~_-'t;;;"'d;';"~_·-L....;,;..:;~:...",-.'1/..\/I
I
I
II.
i
III
I.iI
-Page Two-
IIf
It
t!
r.
t
!I!I .
63-68-316 :.63-6S-316
l\,ffibnuit (@f iExrrutnr ~r i\~miuistrntnr
ti'tntr af Jrnnaylnnnin.t ss:
C!!aunty af Bnal1ingtan \
Personally before me,the undersigned authority,a N.Q.~.~.EY.f.1:!.1?.1.1.~in and for said
County and State,appeared J..~~~.p.~:l.~Q9..~.~.~!J~who,·being duly
sworn according to law,deposes and says that-he is the executor or administrator of the estate of
..~.~.!l!,.~tl9.W~§y.~.g.~?;.!~~.9.deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of..S..i.l.l.i.g....HQ:w.g....S..JJ.tJJJE.r.l!~UJ.p.,
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 above named Executor Admi~i~tr~or.
Sworn and subscribed before me this.....L.1.a l @;fU /J.
day.v07fA•.;~.P...r../.1:.1 ~~::::i);9.§••?-§<L fI'-l""4Jd..a.\,."'"'~~~t~
~~~A~'f·~..·......·....·........
McDO~AlJ)AOROUGH ADDITIONAL INST UCTIONS
1 ~~SI!H.ON COUftTt ~;l..rt ;h'h h f .fl''MY ~I 'ft¥1.wP~~B':'2 nnWIt m t.ree ~on.t s ~ter appomtI?ent 0 person~.representatIve.
2.--P'ti mentalillven ory must be fIled withm thirty days of dIscovery of addItIOnal assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
3Jnutntnry nub .i\pprnistmtut of the goods and chattels,rights and credits which
were of S..~.ll~g HQ:w.g §.M.tb:g.r..l§!:n9 Jate of ~.QE.9.y.gg 9.J t!.Sp..9.!!.~.!~b .
Washington County,Pa.,taken and made in conformity with the abOiJe affidavit.
v·
".\
PERSONAL PROPERTY:
50 shares of common stock in the Pittsburgh National
Bank @ $52.00 per share,
DOLLARS
$2,600 00
CENTS
~
.......
"P .._1
..~...,
I ':-./~'
~«~...
"
.'.~
:-;:
~7 ::::~".,~A ;:
,-,~.....--.,
~-.""..:-~:\\,....~
I.\~,'\,,,,,,
~l ~,...,\
The Court is respectfu Ily requested to det:ermine
proper distribution in this estate.
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The within named Accountant being duly sworn according to law,deposeS and sayS that the above account
as stated is true'and correct as.__.J~h~verily believe,
Sworn and :subscribed before me thiS.._.I.ftz.d
day af l-"-t,'!:.b.~:-'------2J'--------19_~~_~-x.-,---~
.SANDRA L STEWART,NOTARY ?UBLiC
-McDO~l.~LD BOROUGH
WASHINGTON COUNTY
MY COMMISSION EXPIRES FEB.28,1972
;-i
..':~.~-'.'1
1 !'"~•.,.~_.,I .
"'...C""I I \j
I do certify that I have given leg'al 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 filed to No...!(J.QX!...1J..l?..~.r....
Witness my hand and official 'seal thisd~._.
Lr;~../:-/.~rdayof~./~-..- -19 .
...~..~.
Register of Wills..__.~-~
Walshington County,ss:
.--_.'-.---.-
-,~
.."':...
.....'"
~
.......
7>...- ,
....:,,-..'
........;::.:..~~:~.~:....::,,-:.~~
;-::'r;\~",.........
.'.....,~,'~\",,",,,"'\
r-
r
/:-"/~-<".,,,;".'-:--;
The Court is respectfu lIy requested to determine
proper distribution in this estate.
Washington County Reports
S3CIIlCXJCIlR:B4iD«f5XRa:a:X
WasbingtOD,Pennsylvania
(PUBI.ISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON t
STATE OF PENNSYLVANIA (SS.
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washington County,published weekly having its
place of business at Washington,Washington County,Pennsylvania,and is act-
ing as its agent in this behalf;that the said WASHINGTON COVNTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County,Pennsylvania,by order of the several
courts 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:
.......f..~.~.~.~~!.y.~~.,)~.~.~.
......M.~.~.~.h 7..A ~.4.J l~§.~L ..
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter ~~d ~ce o,r advertising }~jhat all of the allegations of
this affidavit as to thet?!tt~oJtl;acter~pub~lti ar tr
Sworn to and sUbscrib~:-me'thi~'~':;'~
J4J.h.~.~of.~M~~~h ,196..·..~
·-:~~~~::5~\._~!:i -:;ton,\'!ashington Co.,~'J •~V•
...j .::,,~nlission Explril8
llovember 1,1969
Estate Notices
The Register of Wills has granted letters,
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys.
• •• • • • •• •• •• ••• ••
SUTHERLAND,SALLIE HOWE,
Dec'd.
Late of Borough of McDonald,Wash-
ington County,Penna..Executrix:Jeanne J.Gosselm,321W'Lincoln Ave.,McDonald,Pa.15057
Attorney:Joseph C.Ralston,118 E.Lincoln Ave.,McDonald,Pa.15057
1'D,.;Ul'TRIX'1'X()T1UI~
Estate of Sallie Howe Hutherlancl,(}e-
ccasf'd,late of BOl'oug-h of ~fcDonald,
\Vashington County,!'enna.
Letters Test,unentary upon the alJOve
estate having'heen granted to the under-
signed,notice is hpreuy given to thosp.
indebted thereto to make imnlodlate
payment,and to those having claims or
uen1and!'5 to present them for settlement.
J r';A:-iKE J.<;OSSELIK,
3~1 ""est Lincoln ..-\venue,
.McDonald,Pa.1;jO~7
Joseph C.Halston.Att,\rney,
1;118 East Lincoln ~\ve·nue.
l .lV.ff.;,DJ)na!u,1~~._Eill~7 :w-:a
A~fidavit 'O~PlUIblicaG."iolnl
Before me,a Notary Public,personally
appeared Andrew T.Filer
who being duly sworn,deposes and says
that he is the authorized 'agent of THE
RECORD-OUTLOOK,a weekly newspaper
of general circulation,published at Mc-
Donald,County of Washington,Pennsylva-
nia,and that the notice attached hereto
was published in the regular issue of said
paper of
Februpry 29,1968
March 7,1968
March 14,1968
and further that the affiant is not inter-
ested in the subject matter of the said ad-
vertisement;and that all of the allegations
of this statement as to time,place,and
character of publication are true.
a~V~
Sworn and to before me
this 14 day of,_--=-=;~~19~
My Commission expir~s~==:::::::",'----;:,,,,:;.:-,__
JOUll N.,.flAma,lIt.I'«lTAtlT'PUltIt'"'_
IokDONH 0 BORGU61i.WASlilNGT0rl cO.!lfnf'"~y WMM1,mON fXPIRt~f[BRUARY 2.m •...'
T:tae-o
".
IN THE ORPHANS I COURT OF WASHINGTON COUNTY,PENNSYLVANIA
ESTATE OF SALLIE HOWE SUTHERLAND,DECEASED
FIRST AND FINAL ACCOUNT OF JEANNE J.GOSSELIN,EXECUTRIX
October 11,1968
As per Inventory and Appraisement filed,
Additional assets received subsequent to filing
Inventory:
Proceeds of Trust received from Western Pennsylvania
National Bank,New Brighton,Pennsylvania
Total assets,
Accountant takes credit out of the assets of the
estate as follows:
FAMILY EXEMPTION
$2,600 OC
1968
October
1968
February 23
February 26
March 15
April 23
May 1
July 8
June 14
October
Jeanne J.Gosselin,daughter
ADMINISTRATION EXPENSES
Russell Marino,Register of Wills
Letters Testamentary
Washington County Reports
Advertising Estate
Record-Outlook
Advertising Estate
Russell Marino,Register of Wills
Filing Inventory
Sandra L.Stewart,Notary Public
Notlary fees
Russell Marino,Register of Wills
One short certificate
Sandra L.Stewart,Notary Public
Notary fees
Russell Marino,Register of Wills
Filing Account
-1-
$13 OC
12 5(
8 ~O
3 Do
2 bo
1 Do
2 Do
17 ~o
$1,000 OC
----------------------------------,
.......,.....
ESTATE OF SALLIE HOWE SUTHERLAND,
DECEASED
October
October 11
Sandra L.Stewart,Notary Public
Notary fees
Joseph C.Ralston,Esq.
Attorney's fee
PREFERRED DEBTS
$2 00
130 00 $191 00
1968
January
I
January
January
January
January
,
January
January
Rogers Funeral Home
Funeral expense
forrest Lawn Gardens
$525.00 for a four grave plot,one-
fourth of which is chargeable to
deceased
Forrest Lawn Gardens
Opening grave
Forrest Lawn Gardens
Grave marker
James R.Hughey,M.D.
Medical bill
,Mercy Hospital
Medical bill
Honorarium to Minister
Last Rites
$,1,358 40
131 25
95 00
255 00
45 00
17 87
25 00 S 1.927 52
Total credits claimed by Accountant,
Balance for distribution,
-2-
Is 3.118 52
Is 9.461 61
1Jn tQt Ql)rpQanB'C1Lourt of DlIaBQtngton <!tnunty
In the matter of the Audit of Account in
Estate of Sallie Howe Sutherland
TO THE AUDITING JUDGE:
No.63-,68-316 ,19__,A.A.
Enter_~m~Y1--appearance for__---!!A~c~c~o~u~n~t!..:!a!!!.n~t"____
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any inteTest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
-(\J
••
C'i en0-,0 2:-,-a:.=:LU ......«-e::x:g;--I ~-'e::-JwLU.....-(I)enLL(1)-If :::;)Clcrw'C(cr
C')(D0>.....
63-68-316 19,A.A.No.,,__
In re Audit of Account in Estate of
Sallie Howe Sutherland,
Deceased
AUDIT
Jrarrtpr for l\ppraranrr
FOR
Jeanne J.Gosselin.Executrix
Joseph C.Ralston,Esq.
Attorney
",,~2
lfn t4:e QLnurt af Qrammun Jlrus uf lfu.a4ingmn (ttauntYf
Jrnn.ayluuniuf ®rp4nn.a f QJ:um Biui.awn
ESTATE OF
Sallie Howe Sutherland,
Deceased.
No.63 -68-316
In the matter of the__F_ir_s_t_a_n_d_F_i_n_a_l__
Account of Jeanne J.Gosselin,
Executrix
ADJUDICATION AND DECREE
And now April ~r ,19~,this matter came on for hearing,
audit and distribution at this session and testimony token;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$9,461 61 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 port hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
SCHEDULE OF DISTRIBUTION
Balance per account _
Balance,_
$9,461.61
$9,461.61
Deduct Clerk's Costs &Receipto»-s 1
At'torney_~J..:;;o.::::.s..:;;e.r::;p.:.:h.....;C::;;..:...-=R;.::.a=ls::.,:t:;;::.o..:,;;n
1
Russell Marino,Agent,transfer inheritance
tax,
Interest from 3-27 -69 to 5-9-69,
$150.51
1.05
24.50
151.56
Jeanne J.Gosselin,daughter,residue,including
cash and 50 shares common stock of Pittsburgh
National Bank valued at $2600.00,held in kind and
distributed as such at the appraised value,9285.55
$9,285.55
~a;{!'Ifd,f-@J./£/.S~
~~~~~
No balance
I :3~
0 >...::l Z
~·n
,~a 0+p
':J'"
...---ty r::C1l
~.::l 3
f7/~ell ...
e-o a..._.C1l
~
..,
0-......'"'"
C\J
_....
t =:J'"
••
C1l
en en :=
O..J..0 Z...J
---0.::3=~
W :<~.ll-~~O
-1 0 -'0:-lw-.1tl w~aJen(/)
LL a:en-~
:::;I~+-\
~c::;\.J.Ja:::~~
m ~
~
.\
•.J .J
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
ESTATE OF
SALLIE HOWE SUTHERLAND,
DECEASED
)
)
)ELECTION TO TAKE IN KIND
)
)
To':Jeanne J.Gosselin,Executrix of the Estate .of Sallie Howe
Sutherland,Deceased
I,JEANNE J.GOSSELIN,being the sole legatee under
the Last Will and Testament of the above captioned,SALLIE HOWE
SUTHERLAND,do hereby elect to take the following distributed
property in kind at its inventory value and I do further execute,
exonerate and order the above captioned Executrix to save said
personal property from liquidation:
50 shares of common stock in the Pittsburgh
National Bank @$52.00 per share,total value
being $2,600.00
WITNESS my hand and seal this /7?t-l day of April,196 •
WITNESS:
T;.4 ..."'LL ~.~d.:.),anne J.Gos lin
(SEAL)
,.
-C\J....,
(f)C1 0-10~.::::!,:c 0::3:.··L~..,;;;:::;!.l.-":"0
-.J ~-10:::-IUJLUI-(/)(/)
LL V)_0::::J(.:J~O:::W0:::
f22:',
(
IN THE COURT OF OOMMON PLEAS OF WASHINGTON OOONTY,PENNSYLVANIA,
ORPHANS'OOURT DIVISION
ESTATE OF
SALLIE HOWE SUTHERLAND,
DECEASED
)
)
)
)
)
NO o 63-68-316
of
FIDUCIARY'S RECEIPT AND RELEASE
The undersigned,JEANNE J.GOSSELIN,acknoti'ledges to
have received of JEANNE J.GOSSELIN,Eltecutrix of the Estate of
SALLIE HOWE SUTHERLAND,Deceased,the residue of Gaid Estate,
including cash and 50 shares of common stock of the Pittsburgh
National Bank at $2,600.00,held in kind and distributed as
such,said residue of cash and Gtocks having the total value
of NINE THOUSAND,TWO HUNDRED EIGHTY-FIVE and 55/100 ($9,285.55)
DOLLARS in full payment of the amount ~arded the said JEANNE J.
GOSSELIN under a decree of the Court of Common Pleas of
tJashington County,Pennsylvania,Orphans'Court Division,entered
April 29,1969.
In consideration thereof,the undersigned hereby
remises,releases,quitclaims and forever discharges the said
JEANNE J.GOSSELIN,Executrix,of and from all actions,accounts,
reckonings,claims and demands t1hatsoever arising out of the
filing of the first and final account of said Executrix in the
Estate of SALLIE HOliE SUTHERLAND,Deceased.
WITNESS the follo~ing signature and seal this 7 rl da
(jyLe 'a---'1969.
.J:lliES
t!101I.iAV.IY~;H~.I<f t ','Tr'JChJ :iOT;)!'JJi,'NW "JU ~lJ\::i.J<;(W01[·jOJ ';J~,'LTL1c..(>~lIn 111
,·;\.I..:alVJO ':t'nJL.~J l~ir:\'{':fIlJ
.'
(
(
(
(
(O:l ?.\:-~~:m(,
~.~A;1 J~'.'f tH1/\Tql::l:J31I ,~l Y>1(~1~'JUl .....--._-....'_._...-..----
(--....'_P.._-~---,_..-_io
ib _.__...~....._.._
rrllc;t.,'e(J)•L ~[ldr.~t
:.;~•.i liT1 ~.l
------_._---
r
Form No.RCC-62 (12-66)THIS FORM REQUrRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 18,1981,./;;uANUm "~EIN~::~:W:FC:::::~~;~:~OF WILL~•~~~
County of ..~~~J;1.~~g~.C?J?,..
..:r~p:11J;l~..J.•..<?9.~~~.1.:t.P ',of .~?~.Y!~f3.t;.J..:~I)~~+P..4Y.e.•.)~~ql?9.I1~~.q ~f~~~;>05 7
(Name)(Address)
being duly ~w.9..!':r.?.according to law,deposes and says that he is the ~~~~~~E..~~_
(Exec.,Adm.,Legatee,EtC.)
of the estate of_%?_?-lJj,._E?-__R9..w.E?-__.$_~!;llJ=?,;-J~_~g whose last residence was _~__~~1 __w:.E?-~_t;:J:.Jn_9_9..l~__~yg_TI~_E?-.L
(No.)(Street)
J~1gP..Qn?-ls·L~_9..~.9.~gh .deceased,and that the whole of the estate of said decedent,who died ~_~~_~~!>_~!~l)1967
(City,Borough or Township)(Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANGES 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
-
NONE
.
Personal Property
-..C
v'
50 shares of common stock !bas=*etre Pittsburgh N~al Bank
@$52.00 a share.-.0 _-Ij --Tn $2.600.00vrrr-""~rl'.;...
,-
r
l
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.
<I..EstimatedJointlyHeldPropertyValue_.-
-
.
NONE
,-
-
Transfers within TWO YEARS Prior to Death
.,
NONE
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 ADJjRESS OF BANK OR OTHER INSTITUTION
IN WHICH DeCEDENT RENTED A SAFE DEPOSIT BOX
NONE
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
BENEFICIARIES
RELATIONSHIP OF JOINT
HOLDERS,TO DECEDENT
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE :INTEREST OF(If step-children or DECEDENT TENANTS OR
(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 ESTA·TE
forth this fact.)DECEDENT
Jeanne J.Gosselin
321 West Lincoln Avenue
McDonald,Pennsylvania 15057 daughter yes <I Entire
-
,
._---~,---------~-------------~--------------..,
-RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions.
Funeral expenses paidRogersFuneralHome
..-D=-=E.::.B.::.T_O.::.Re..:---C-'--L--'A--'I_M -----r-------N-A-T--'U-=--=--R.:.;..E-O--'F_S:.....A_M_E --._--'A--'M'-'-'-=-O.::.U_N_T,---ioTHIS COLUMNiKEGISTERONLY
$1 1,R .40 $
Jeanne J.Gosselin Familyexemption (will not be allowed unless
decedent died residing with a spouse or children.)1.000 00
JosephC.Ralston,ESQ.
Administration Expenses *
Counsel fees •130 00
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
Russell Marino,Register Letters Testamentary
Washington County Reports Advertising Estate
Record-Outlook
Russell Marino,Register
Russell Marino,Register
Sandra L.Stewart,N.P.
Dr.James R.Hughey
Mercy Hospital
Forrest Lawn Gardens
Forrest Lawn Gardens
Forrest Lawn Gardens
Honorarium to Hinister
Sandra L.Stewart,N.P.
Advertising Estate
Filing Inventory
Filing Account
Notary fees
Medical bill
Medical bill
$525.00 for a four grave
one-fourth of which is
chargeable to deceased
Grave marker
Grave opening
last Rites
Notary fee
plot,
12 5(
8 5(
"4 O(
16 O(
3 O(
45 00
17 87
13125
25500
9500
2500
100
Total $3,102 52
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater
or less than the estimated amount claimed and allowed.
S~bscribed 2nd sworn to before me this 22nd .
:~,:.,.,.."Z"da of ..A.P':r;~:J-,19.Q$.
.~~-4 hI-.~
•,.',•~.••.'-;""';'.l.• •••~.•••••••••••
S.(,~DRA L STEWART.NOTARY PUBLIC
Mcl}r;~lAl[l RIJRIJUGH
WASIl'~1 '13'!samra'
McDonald,Pennsylvania 15057...'(City .~;To'~~'~~'St~t''e)''''''''''''''
MY COMMISSION EXPIRES FEB.29.1972Havingbeendulysworn,according to law,I ~e;;ebY .c,,-tify that the abO,ve appraisement is made in conformity with law on this
.............~c?~dayOf ~,I':O ~£/J/dA···(g.·~7·····~···~~r·····
In the event that any future intel'est in this estate is transferred in possession or enjoyme~llatel;alheirs 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 TH ElSTER OF -WI~S
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 amou s claimed by deponent,cept as to those items where a greater or lesser amount
.s set forth in the last column to the right in said schedule above,which greater or ser amount represents the sum allowed as a deduction.
Dated:..~~/~0/,f~cf...............~.~~~~.T".-....',/,Register of Wills
.",
Fonn No.RCC-62 (12-66)
WillAdministration INo..~.Year .
IN THE..
MATTER OF THE APPRAISEMENT
OF TH~
''-,",.,.-II'"
ESTATE OF
.~.~~~.:i:~.~<?~~..~~.~I:~!~~?~' .
,Deceased
Late of ...~.q:n).4gr of McDonald.....................
• !
County of ~~~h~!1gt;9~.
,,
t._
Commonwealth o~~nnsfiVania-1.J~.JJ ,'-Ul(/')cn
.-l,....,I'~.-.-.\
--,.-'-i t
REPORT,AND APPRAISAL-,.-...I~:.-...-:"J f:-:'""']-.
IIIJ
OJ,I·\''.,
')..""....f ......,'J •.\.:~.';:~.-:~.",
....~.;.
-~4"....r"'o
-,"\.":::.j ~~,..../~',.\'"/.\."':J:-..:/~~:',/~r " \oj .'~
.1 .',\,''1
""r1Il '"
",
r--ru(n l:a.
N
o
.--.Joseph C.Ralston
Attorney at Law
McDonald,Fa.
-----_---!
"';C-'~(6 -61~)
rOWl1Nwgf\1/1'H OF l'FNNi'lYTN.\NI,\
TltA~:'ll~l\rNnFlnl'\NC!~T.\'~
R,n;S IDENT J)l~Cl':!)RNT
SUTHER:::..AND,SALLIL HOlm
?ILE J 63-68-316
December 27,1967
SUMMARY
12-27-:67
ltEPOH'l'OF rNHr:IU'l'AriCr,~TAX APPHAISTEH
(tuly appointed Inheri,tance Tax ''\PIJraiser 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","8","C"and "E".
FILE #63-6~-316
I,the unrlersigned
#61 Wa sbj ngtoD
the real and personal
opposite each item in
Dated:
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for \~asbington
County,Pennsylvania,do respectfully 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 tIle last column to the right in Schedule "F",which greater or lesser amount represents
the sum allowe"as a deduction.~~/J ~~
Dated:04.-30-68 ~.........A
REGISTtR OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$--------
INVENTORY
Real Property (Schedule A)
Personal Property (~chedule B)
Transfers (Schedule C)
J oint-Held Property (SchedUle E)
TOTAL GROSS ASSBTS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
2,600.00.__
_--2,600,00.___
3,102.5Z,=
2,600.00._
2,600.00._
2,lQ2·5?:=======,=
Valuation of life estates or
annuities •.•.....$-----
ESTATE TAX ASSESS~mNTS ~-------
COMPUTATION OF TAXFORUSEOFREGISTERONLY
T ax on $!')~'.);
Tax on $10'%.~Tax on $."-,
Tax on $.__lR%
Exemptions :=(:::)
Total Estate _
TOTAL TAX
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
(h~~)------~------
$----~------
$-----
*=====:=*------
$=====:=
(:::)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
BALANCE OF INHERITANCE TAX DUE $--------
Add interest at rate of 8%from
to $_
AMOUNT OF ESTATE TAX ASSESSED ~_
Estate tax paid $__
BALANCE DUE $_
Add interest at rate of 6%fromto $_
TOTAL TAX BALANCE $_
PAID $
FOR USE OF REGISTER QNLY ADJUSTMENTS
NOTE:Where subse~uent adjustments are made to the above computation of tax by the
Register of WillS,for proper reason,same should be noted below,with short
explanation.
Will ~N
Administration ~o.
P.I1 THE
Year .
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
......SAJLIE ..EOl:E3JTHERLAND .
Deceased
Late of ......MeDON,hIlL
County of ..... .UASHINGTCN .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
Fonn'RCC-2'·~,.
"..-COMMONWEALTH OF PENNSYLVANIA DATE .................April...J.0.,.....19.6.8........
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAXBUREAUOFCOUNTYCOLLECTIONS COUNTY ....................J.:as.hin.[.t.o.n.............u
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•..................6;J...bg-.J.l6.....................................
Whereas........................................5allie....Ho.H.e.....sut.he.rl.and.................................late of .................................Hc.P..Qua.l.d..................................................
in the County of ...................................~!.e..s.hing.to.n.............................................................Commonwealth of Pennsylvania.having died on
the ...................2.7....t..h..........................................................day of ...............D.~.Q.~mp..~.r....................................19...9..7...•seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
I Therefore.I....................!:,;...p........ChiJne~...........................................................................•an appraiser duly appointed according to law.I
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 itheexpirationofanyestateforlifeorforyears.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 Apprai.ementDe.crlptlon of Asset Value.Made for InheritanceTaxPurpole.
$
REALTY:
NONE IMmrF
PERSONALTY:
As per 2,npRaisenent filed 2,600 00
TEANSFERS:
!'JCNE NONI
JT.HELD:
NONE Nc:r-..1E
Total 2,600 00
..
R~'T'II'T'1(HJSm,VF:NT
form~~V~hbl:~::rh~.W~~~I,~::~:;~e~~~~::~:~~~~~~~~
.Appralltr
.;
~'r;;;;,;;;;;o;;;;;;,m,
,,..~.....,.......................'.................."..............,"..,................."......,Penna,lPo.t Ma.)
I
·1'L\.SHINGTON H.............County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
................SALLIE ..HOkl£SrT.EERLiI..!\ID...
Deceased.
Late of
...McDON.tILD....
Date of Death,Decemb.er....27.,19.67..
Appraisemel!t Docket Vol.,H HH.3.7.H H H ..
Page,H 9.6.~3.H H.H No 63.::::6.8~31.6 ..
Filed in Register's Office,HHHHA,p;r,;L.lH,J.Q.d9..6.e..
Amount of tax due,$____..
DEPARTMENT OF REVENUE
i
Received,.......................-............•....•....•....•••...•......-__.._.._.._-
Examined and Approved,..
Wrote abo.ut Appraisement,
Appeal f1'om Appraisement,..
Entered and charged,H H •• •
•
/
.......................~
and say S
Form RCC-33
_..S.a.l1.le..~.~.:~:~~;:~:;:~.ES~.~~.E ~F...}::~::;:OF
(State full name of decedent)
Late of ....~~.p.9..!l..~!.c:t.Bo,rough '..W~s.~~n.g~.~eoWltY ADMINISTRATOR
:.:.:.:l'~::~i~~~;::":::-_:=},,,
..............J.Q$.e.ph C..~B..~1..$..~Q.;Q ..,A~..~9~!I.(!y .
XaiHD~of the estate of the above-named decedent being duly sworn,depose S
SUPPLEMENTAL RETURN
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT COUNTY OFWas.h.ingt.QP ,..
--=':':::":'::=-:-':'::""-=~--:---~-:-----:'~-:--:--:~~---:~~~--=-~-----.....;..-----~/IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the/
Register of Wills of the County where decedent resided;Return is due within ohe year af
date of death,unless an extension is granted hy the Secretary of Revenu (Section 7
the_Inheritance_an~.Estate Tax Act of 1901.)
(Month)
Name and address of attorney or}
other authorized representative to.
whom all correspondence should be
mailed.
.........19.....~.?......J testate leaving a last will,copy of which is hereto attached.}
(Hay)(Yrar)Lintestate
JOSephC::,..J~a~ston,~~~ot;Il.~y.~.~....~a~~~!~~~s.~
Lincoln.Avenue,McDonald,'Pennsylv~!Ij,.l:ll~Q~I...
That as such A~.~.9..!:~.~y.deponent is familiar with the affairs of said estate and the property con-
(Executor-Adminis1.rator)
stituting 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
None
,
-----
-
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth full v and in"detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encmnbrances 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 bOQk 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 credl,t·in banks
\'.of deposit,savings banks,trust companies,or other institutions,whether individually,or~in tr~st for
any other person or persons giving also separately the accrued interest thereon,if any,dO~t~"the last
inter~st d~y prior to decedent's death in the case of savings banks,':and to the date of deced~nt'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 o.r-agreement they
are designated as tax free,of the United States,or any state,or political subdivisioti ~h~~eo~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 1.nterest thereon to the date of dece-
dent's death and other investment securities owned by the decede~t ~t the time of death,with the market
value thereof at such time.
.....
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements sho-.ving the assets and Ii.abilities 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 i.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 co~y
of the deed,trust agreement or other instrument creating the trust.TherA is also set forth in said
schedul.e a list of .all property,real and personal,with its value,which pa!':ses at decedEmt's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the w;ill,deed"or other instrument of another,
with a copy of the,instrument cr~ating 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,tne nature of their res-\pective interests,their relationship,if any,to the decedent,together with the ages at the time\of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the'decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of'this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time 0f..'death;taxes accrued charge,able for period prior to decedent's death (except.those.allowed under Section
651 of the Inheritance and Estate Tax Act);tOgether with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that
the amount of tax assessed can be reassessed in accordance therewith.
"E",and "F"as directed therein,·"C",
.......................~~_.Attorney
..'..~;e.;.~~~p..~.9..l:.p.Ay.~n.P.:~~.
(Street Number)
}t1,~I.>.Q.~.~.l:.4..J ?~p..p.J~yJ.Y..~p...~.~~.~.Q~.7...
(City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements reTlired 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.
That the totals of the appropriate columns in Schedules "A","B",
have been carried forward and properly registered in the Summary.
Subscribed,and sworn to before me this .../.~d
~/~.•.•....•.1:__~2
s..:,':ORAL sTtwll.nr.NOIARY f'UBl"
VI.~"""'~'r ....f'.~.e.HiH
Vj \:':'I~I ~II .~_....oJ!TV
,~v ,.~~.~,·)\..t t.jP'j~.tS::"l~73.1~7'?
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
L
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta;gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKEl'VALUE (Do not write in
this space)
1 Proceeds of Trust received from Western ~Pennsylvania National Bank,New
Brighton,Pennsylvania $9,980.13
'17 ---~J7_:'"~;;J"a.~~O;jf:/~l'~{PH
~'-m~~,-/,.'-'fJt:.n ,
,
Insert this total opposite "Personal Property",Schedule "B"in X X $9,980.13the"As Reported"column on the last page of this return.
RCC-39 (6-67)
r:OMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUTHERLAND,SALLIE HOWE
FILE #63-68-316
December 27,1967
SUMMARY
FILE #63-68-316 rmronT OF INHERITANCE TAX APPRAISER
I.the unrlersigned cluly appointed Inheritance Tax '\ppraiser in and for the County of
#63 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:01-31-69 .e.'A<~
12-27-67 APPRA~~
RRPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for _
County,Pennsylvania,do rf,spectfully report that I have allowed deductions in the amounts
claimed by deponent,except as to those items where a greater OT lesser amount is set forth
in the last column to the right in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduction.
Dated:
SUPPLENENTAL APPRAISEMENT REGISTtR OF WILLS
INVENTORY
Real Propert~(Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule
rOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED J
$$$~9,980.13 9,980.13 .-'~l;.~c/s~&~.
E)
9,980.13 ._9,980.13 ,=i ,eM.I.~:-Y1i
Valuation of life estates or
annuities • . • . • • . .$----
ESTATE TAX ASSESSMENTS (h.,------
(:::)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
COMPUTATION OF TAX
$=====:=
$-----
*=====.-*------
TOTAL TAX
Less tax previously paid
BALANCE
Less !'5%of tax if paid within
3 months after death
3ALANCE OF INHERITANCE TAX DUE $---------
Add interest at rate of 0%from
______to $_
AMOUNT OF ESTATE TAX ASSESSED *_
Estate tax paid $_
BALANCE DUE $_
Add interest at rate of 6%fromto *_
TOTAL TAX BALANCE $_
PAID $
FOR USE OF REGISTER ONLY
Tax on $!'5%~.--Tax on $.__10%~
Tax on !l;~$
T1fx on $:__1,~o $
Exemptions :=(:::)
Total Estate
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 tAdministration~No.year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
SALLIE HOWE SUTHERLAND......................
Deceased
Late of .....M.:cOO.N.1\I..P .
County of . .WASHINGTON........................................
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~
F~nn'RCC-2 .
~..;;COMMONWEALTH OF PENNSYLVANIA DATE .................~.<:t,~.'l.~.y.....?!.1.......~.~§~...........
DEPARTMENT OF REVENUE -.,'.
RESIDENT INHERITANCE TAX COUNTY ........................W.<:t,.~.h.~.I.J:~r~~..(;)~................BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.....................23...::9..$.::3..+..9..................................
Whereas.......,.....................S.allie.....HQw.§....S.:m..b.~.r.J.,@4 ...........................................late of .........................................~.~??.J:l.~~~.........................................
in the County of .............................!.l.~~h.~.~~~.~....................................................................Commonwealth of Pennsylvania,having died on
the ,......,................"""...............?.7....!-.1l.,..............................day of .................D.e..c.ember.................................19.6.7......seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I............................W.~.R..~.....9.p.i?:P.:~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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax Purpoles
SUPPLEMENTAL APPRAISEMEl'IT $
PERSONALTY:
Proceeds of 'frust received from Western Pennsylvania
Natiom.l Bank.New Brighton,Pennsylvania 9,980.13 9,980 13
Total 9.980 13
Having been duly sworn accordin to law,I do hereby ce i that the above appraisement is made in c n-...v:
·7 i~··..···························,·········..~b~~..~d..·si~;~·ii···.
~~<.:.Penna.
(Post Ofllee)
SUPPLEMENTAL APPRAlS}klliNT
WASHINGTON..............................................
ORIGINAL FILED April 30,1968
/
County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
SALLIE HOWE SUTHERLAND........-.
Deceased.
Late of
..........l-1gJ:).Q~A.~.P.........
Date of Death,p..~g~~.~!.?.7,~9..~7...
Appraisemel!t Docket Vol.37,.
Page,9.9:::3.No..~3..:::-.~.?':?:l::.9..
Filed in Register's Office,.J.~.!.1~~:r..Y .?~.,19..~.9...
A'InOunt of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal ft-om Appraisement,.
Entered and charged,.
I
AND AGENT OF THE COMMONWEALTH
THE SUM OF $ .
Form RC C ·lr·
OFFICE OF TI1E
REGISTER OF WILLS
OF Washington COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS DATE
DEDUCTIONS ALLOWED IN
A.PP,.liED .(~lti4rQtd/!-€/lICv'1-/Vt.~~O
Register of Wills,Ag••t
ESTATE OF Sallie Roue Sutherland LATE OF McDonald Borough,Washington County
DATE OF FILING APPRAISEMENT DATIi:01"DEATH December 27,1967
DATE
119()9
ADril 29
NO.OF
VOUCH'""
NAME OF PAYEE
Russell Marino,Re2ister
REMARKS
Clerk's Costs &Receipts
AMOUNT
24 50
---+---+--4----------------+-----------------t----+.----
---.---+---+---------------4----------------+----t---
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Washington
I,Joseph Co Ralston HEREBY CERTIfY,THAT.TO THE BEOT OF
.',
,,
r •,',•,j J t;,;
,,
J .l ..
'J'j I '.;!~I ";..r
,j.t t .'..•&,~,
.t(,:i ' .
If':,/
1,(~):I'11 .,
....I