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OC1968-0330 - ESTATE OF PAXTON
RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Paxton (Last Name) Kathaleen (First Name) DATE OF DEATH_ Feb. 3t l9~ILE NO. 63-68-330 (Initial) ========================================~=====~=======~=============== REPORT OF INHERITANCE TAX APPRAISER Washington I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _____________ _ 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: Oct. 31, 1977 ------------------ REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington 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 r lesser amount represents the sum allowed as a deduction. Dated: ~/I /Y7,) 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 VALUE AS REPORTED $ ----------'1----- annuities . . . . . . . . . . . . . . . . . . . $--------4-- EST ATE TAX ASSESSMENTS $ ----------~---- 1 88. 28 4,.580. 82 7,207. 46 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Taxon$ __________ ~--- Tax on $ -----------+--- Tax on $ -------------+--- Taxon $----------~r-~~+-~~ Taxon$-------~~~~~~~ 2% 6% $ $ $ $ $ /. tJZI 7,::1 VALUE AS REAPPRAISED $ ____________ ~--- Exemptions=========t=== Total Estate _________ ---1--- TOTAL TAX $ "/ : ~ t'J>'/. /;6 (*)' As evidenced by Chari table 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 Add interest at rate of 6% from -----to ----- $ I $ $ ~ r-Jil/.t.&. AMOUNT OF ESTATE TAX ASSESSED $----------+-- Estate tax paid $ _____ ___J __ BALANCE DUE Add interest at rate of 6% from $ $ ______ _t_ __ $ _____ _L __ . --------~0------$---------~--- TOTAL TAX BALANCE $ ------+--PAID $ _________ _L __ _ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments ar · 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. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF Kathaleen Paxton Deceased Late of .... ·~~t;q:n. County of . Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL . i R C C-2 (2-64) . -. COMMONWEALTH OF PENNSYLVANIA DATE Oct. 31, 1977 -DE'PARTMENT OF REVENUE RESIDENT INHERITANCE TAX BUREAU OF COUNTY COLLECTIONS COUNTY Washington HARRISBURG, PENNA, 17127 APPRAISEMENT FILE NO. 63-68-330 Whereas, Kathaleen Paxton late of Washington in the County of Washington Commonwealth of Pennsylvania, having died on the 3rd day of Feb. 19_§ seized and possessed of an estate subject to Inheritanmnder the law~tJle Commonwealth of Pennsylvania; Therefore, I, A. A'~~ /..., .-.4 P../~ an appraiser duly appointed according to law, having been designated to make~ fair and conscion~le 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 de·cedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpooos Real Estate $ 9,000. 00 Personal 2,788. 28 See copy of attached appr. Total 11,788. 28 ~ ' ( ~ . ( -... ,. ' : ' I Having been duly sworn according to law, I do hereby ~th~e ~e ~r~isement is made in con- formity with law on this h??i/-day of 'A, 19~ Washington Cozmty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Ksthaleen Paxton Deceased. Late of .,., Washington Date of Death, Feb. 3, 1968 Appraisement Docket Vol., \3~-2Z-~ Page, No. 6,3-68-330 Filed in Register's Office, Oct. 31, 1971 Amount cf tax due, $---------- DEPARTMENT OF REVENUE '· Received, Examined and Approved, --------- Wrote abo,ut Appraisement, 'I· Appeal f1'om Appraisement, -------- Entered and charged,---------- Form ·RC C ·10 DEDUCTIONS ALLOWED IN ' . OFFICE OF THE REGISTER OF WILLS WASHINGTON OF---------COUNTY STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF . . . . . . . . . . . . $ ff~tc?l Cl2.J .. 't.!~ix~7? AND AGENT OF THE COMMONWEALTH -!bf-330 DATE oF FILING APPRAisEMENT Se:gte mb er 1977 DATE OF DEATH F b e ruary 3 1968 ! DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHEIII: 1968 2728 Josephine Douglas Probate Will 13 50 2/28 Guy Rogers Probate Expenses 20 00 3LOl Valley Independent Advertising Letters 10 50 3/07 Washinqton County Reports Advertising Letters 12 50 3/07 Bebout & Yohe Funeral Home Funeral Expenses 1,062 00 1/()7 Mellon Bank Charqe Account 12 74 4/04 F. J. Buckley, Ins. Co. Bond Premium 30 00 3/15 Joseph J. Buch, M.D. Final doctor's bill 10 00 3/29 Charleroi-Monessen Hospital Final Hospital bill 30 20 3/14 Josenh F. Fiddler Ins. Co. Fire Insurance Policv 76 00 11/11 Clement T. Hoade Administrator's Co mrnission 850 00 11/11 Mon-Valley Esso Service Residence Heating 86 63 04/08 J. A. Putnak Plumbing Repairs 20 00 ' 03/04 Paul Marshman Plumbinq Co. Plumbinq Repairs 42 50 01/?1 IR~=>ll 'T'PlPnhnnP C'nmn.qnv Final TPlPnhonP Bill 6 87 03/03 Charleroi Ambulance Service Final Bill 5 00 o~769 F. J. Bucklev Ins. Co. Bond Premium 16 00 1969 01/21 lwoc::i-PPnn Pnt.u::.r ('n Final Power Bill 40 03 ,t~~~ r'nlnmh;.=. r-.=.c:: ('n Final Gas Bill 37 55 11/17 Municioal Authority, N. Char .Final Sewaqe Bill 11 80 Harvev Stuart: Roa Will!=:1 Filina Inventorv 5 00 - Harvev Stuart, Reg_. Wills' Account and Audit Costs 55 00 Clyde G. Tempest, Esq. Balance of attorney fees 1 ()()() ()() for reorgan1z1ng accounts, ,....,....lloro.f-.;..,rr h.;11.-. .,...., .. ..,oni- ".J .1.:" -.... of bills 3~53. ~,..... .Tnc::Pnh T Hn-F-Fm.=.nn F:!=:CJ Funds retained for services II J..7 (?0. rendered as Attorne for the Estate COMMONWEALTH OF PENN Y S LVANIA } COUNTY OF _W.!.!.A~S~H.:I..:JN~G!...!:T~O~N!...-____ 58' from 19 6 8 to 19 7 5 f; t::; ! 0 1 f)- y '· ----.lo.C ..... lolie;um,we.,.nu...!ot:......::!T:......~H~O:=!a~d~e::_,L.......;A~d:!!m!..!•:..._:C:::..:_•.!;:t~.~a~.:......_------HEREBY CERTIFY, THAT. TO THE BE•T OF. MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENS!:S OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Kathaleen PaXtOn 1 <"L(/, DECEASED, AS DEDUCTION$ FOR INHERITANCE TAX PURPOSES. ~·~L .t. ~ .. . /' . "{~ (L.S.) ....-~..... (.;:::, DAY OP' Clement T. Hoade, Adm., c. t. a. ary 1c CARMEN M. DiGIOVANNI, NOTARY PUBLIC MONONGAHELA, WASHINGTON COUNTY MY COMMISSION EXPIRES JULY 7, 1979 Member; Pennsylvania Association of Notaries ~ ;;o :t>rn v') ~ I ...... "~ -, : ... ·! -;"'1 • ! n· ··-.. 1 i ·J j 1 .. ·.: ·.~ ....... I, KATHALEEN PAXTON, of the Borough of Nqrth Charleroi,. County of Washington, State of Pennsylvan:ta, do hereby make my Last Will and Testament, and re'voke all 1tJills by me at any time hereto- fore made. 1. I give, devise and ,bequeath unto my niece, Agnes Pennington, of Philadelphia, Pennsylvania, the large diamond ring which I wear. 2. All the rest and residue of my ~state, real, personal or mixed, and wherever situate, I give, devise and bequeath unto my husband, Willis R. Paxton, his heirs and assigns forever. 3. I nominate, constitute and appoint my husband, Vifillis R. Paxton, to be executor of this my Will, and I direct tha·t he shall not be required to enter security in any jurisdiction in which he may act. 4·. I authorize and empower my executor, for the :payment of debts or for any purpose of administration or distribution, at any time within two (2) years from the date of my death, to sell all or any of my real estate, at public or private sale, for such prices and upon such terms as to cash and credit as he may deem best, and to execute deeds of conveyance thereof, without liability on the part of the purchasers to see to the application of the purchase moneys. This power ~hall not be construed to work a conversion of my real estate, unless and until the power is actually exercised, nor shall this power be construed to extend the lien of debts. IN WITNESS WHEREOF I have set my hand and seal to this, my Last Vrill and Testament, thisc.1/ day o~~ , 1951. ~igned, sealed, published and declared by Kathaleen Paxton, the above named testatrix, as and for her Last Will and -~----.-__ .d.-.- .--- '.·. """-----i...... _________________ _:___ ______ . __ ._ .. , .. ·.:'' -·---·~-~' '~··"~"'7'"'...._~:..-· ···--~''-···--.:...::... .:i..;. -· ·--~~-.:-.:~ ~ .... ---·.;.----...:..:..;.... .... ~~ -~-'"'---·-=--:-·-~-·,.,_ ~-.. -~~----¥-~..:.. .. ~.!,....,.~_,_:__ ... ·--.........i.· ... ~--.~---~:-~ ............. ~ ........ ~r..:~_:;. .. ;...,:-.-.:f~~~ ··1\ ' Testament, in the presence of us, who at her request, in her presenc,, and in the presence of each other, all being P!'esent at the same tim<i, have hereunto subscribed our names as witnesses. ~~· /.. . /~*'<~a&~ ,(' :I • .i. ~ ~ ' . -; ~ , 1 ' :: ' I ff I J t ---·· .. , ·--·-' ---·.·---··;·•:··-·.-~ ~~ -·-. """""'"·'···. --~···r·· ·~-·· ~ :• -·~····"-'"' -~-·,"·---....,. .. .,.,.-·-· ··----~·---···········-:-; .• ·-"'"--.-<•·----,.---· ----~ .. -"'--·--·-;-.. ,.,_-.... ,.. .... J ... ~-~-· ~--· ... _ j 1 -. ·;·"I ;... . ~ . .. ~ -~. -"":'...., Estate of :I<aJ:Jl?)-.~.~.r1 .. 1?.Ci:X.:t.<:>R ........................ } No .... :no ....... of 19. €?.~ late of North .Charleroi, Pa •. ,. , Deceased KNOW ALL MEN BY THESE PRESENTS, That we, .................... Clement ... T ..... Hoade., ... Administrat.o.r. C .• T .•. A .•... ?.~ .. ~~~ ~~-?.':.~ e s -~~ :t:~ ~. _ .. Cl..~-~ ........ .1J.I1Jt.~9. ... ~ ~.~-~.~-~ ... ~)~-~. ~-~· ~Y. .. ~ 11:q .. .'1. l1.9:.~ I1.~ Y. ... F ~-.~ .... I3~-~-~ .~Ill <?.I.'.~.,_ __ .. ~9. .~-Sure t y all of Washington County, Pennsylvania, are held and firmly bound unto the Commonwealth of Pennsyl- vania, for the use of those interested in the estate, in the sum of .... 8 O 0 0 .•. Q.Q ................................. Dollars, to be paid to the said Commonwealth, to which payment, well and truly to be made, we do bind ourselves, jointly and severally, for and in the whole, our heirs, executors, administrators, successors and--assigns, and each and every of them, firmly by these presents. Sealed with our seals and dated the ..... 2.2nd.. day of .......... N.o:v.ember .............. A. D., one thousand nme hundred and .s.i:x:ty::-:ei.ght ............... . THE CONDITION OF THIS OBLIGATION IS, That if the above bounden Clement. T • .......... !{oade·;················································································································································! ............. . Administrator .......... G..~.T..~.h~ .................................................. or any of them, shall well and truly administer the estate according to law, this obligation shall be void as to those who shall so administer the estate; but otherwise, it shall remain in force. Sealed and delivered in the presence of: ~~-.J:;~~ unifeCi ... Stiit'e ~i Fide'lity a'i'1d <?FtM-:f.anty co. Baltimore Md. Surety ·········· ··············'········· ... .. . . ....... ..... ... . .. ..... .. . (SEAL) .. ~Y-~itt.orii.ai···in ... F'B:c·t-~ ............ (SEAL) .................... (SEAL) ~tatrmrnt uf ~urdy I, ----------------------------·-······-------------------------------------------------·····-·-······--·-··---------------··-------· surety in the sum of $-----·-·····--····------··------on the administration bond in the estate .of ········--······-·············:····-------·····--················--·················---··········---····--······-· say that I reside at ------------------------------------------------· Washington County, Pennsylvania; that I am the owner of real estate, the title to which is in my own name and duly recorded, situated in .................................................................................................... , Washington County, Pennsylvania, worth above all encumbrances $----··---·-··---------·-··-----··--------------; and that I am worth the· amount expressed in said bond, over and above my just debts and liabilities. ·-----------------------------------------------------------------------------------------------------------Street P.O. f)tatrmtnt nf &urdy I, -·-·--------·-------------------·····---·-··-------------·--------------------------------------------·--------------· surety in the sum of $-------···--····------------~'-on the administration bond in the estate of --------········----·----------···--------------·-···-------·----------·-···-----···---------------------------·---··• say that I reside at --------------------------·-·--·---------------------·-·······---------------------------·• Washington County, Pennsylvania; that I am the owner of real estate the .j • • ' title to whieh is in my own name and duly recorded, situated in ............................. : ...................................................................... , Washington County, Pennsylvania, worth above all encumbrances $------------···-----·-··-----·-·----------------; and that I am worth the amount expressed in said bond, over and above my just debts and liabilities. ··············································--------···----·---------···----·····················-·········--· .. ···-··· -----------------------------------------------------.-----------------------------------------------------Street P.O. COMMONWEALTH OF PENNSYLVANIA, } SS· WASHINGTON COUNTY, "' . And now ........................................ 19 ............ , comes ............... -....................................................................................................................... . who being duly sworn, says that he is acquainted with the financial standing of the securities to the within bond; that the said obligors have each executed the said bond and that the sureties thereto are the owners of real estate in their own right of value more than the penal sum of said bond over and above all incumbrances and exemptions. Sworn and subscribed before me this -···--··--··············---·---- day of -----------------------················-··-····------------------------------··:···· A.D. 19 .. -;-··---- No.~}_Q ___ ~_:f:__J_~_6 8 ~.T.A. A~miuiatratinu iGnu~ IN THE ESTATE OF _,---J ' /' _________ ;Kg__thg_J~-~n ___ ~g__.-~_(g_n:I~_gg~-~-~~-~d And now _____ NQ.Y.~ffiQ_©_;r ___ .?..~------, 19.9..~---- wi thin Bond approved and ~ ordered filed. ' · (_-; _______________________ R~-~-el_i:_J~1~_:r,L.:O.Q~----------- i.·i~-~ Clerk 0. C. ~· ·: 1 ... ,.--;; .... ; ------------------------·c:;:::·---------------------~------------------- ~·~-] ~~ ;-i . i r:;: c-_) -------------------------F'~::---------·o·-----------------------------(/) • • Register L•J -.J ~at: Book Yt! __ ~-~--------------Page BADZIK PRINTING ~9 DONORA Joseph L. Hoffmann A,ttorney at· Law ~onon~~hel~f ?~. 15063 I ' ~: • i\ffi~uuit ®f 1£xrrutnr ®r i\~ministrutnr t;tntr nf Jruuuylunuin, t BB: b3-t [-BO C!tnuuty nf lll!lau~iugtnu \ Personally before me, the undersigned authority, a ....... ~!?..!::f?...F.Y. .... P.Y.:P.l.i..C. .............................. in and for said County and State, appeared ....... C..l.~m~.D..t. ... .'r.., ...... tlQ.g.Q..e.., .. a.9.m.., ..... ~ .... t .. , .. 9. ................................. ~h~ being duly sworn according· to law, deposes and says that he is the executor or administrator ol tli: estate of .. ~9.-.t.h~J~.~-~ .. }?.f?.-.~.t!?..!}.t. ................................................................. deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ...... ~.~t,.Jg~J.~~.!} .... E.~~:t.QD-............... , 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 Administrator. (J'[ day a~~~~--~~~;~:f:IJ:;'i{~ thi• ......... b. ....... l ~--~~-~:·t.a. N"G • ;·· A=-·~· ) Clement T. Hoa~ COMMISSION EXPIRES JULY 7 • 1979ADDITIONAL INSTRUCTIONS M~mh11r. Penns_yJvaniaAss.ociatiQn ofNotprje,s . . 1. An"lrrve:nwry must be filed w1thm three months after appomtment 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 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 3Juurutnry auil ~p.praisrmeut of the goods and chattels, rights and credits which were of ....... ~9.-.t.t':9.-.±~.~.~ .... ~.~~.t9..!} .................................... late of ... ~.9.:':.9..~~l~h:~.±9.-.. t. ... ~.~E:~.~Y..~Y.9.-.~.t.~ ....... .. Washington County, Pa., taken and made in conformity with the above affidavit. REAL ESTATE: ALL that certain lot or piece of ground situate in the Borough of North Charleroi, Washington County, Pennsylvania, being Lot No. 8, in the John Conrad Plan of Lots, and upon which there is erected a frame dwelling house. PERSONAL PROPERTY: A. Prudential Life Insurance Policy, No. 4-821-201 $1,206.10 B. Prudential Life Insurance Policy, No. 103-377- 879 -$554.34 C. Charleroi Federal Savings & Loan, Savings Acct. No. 7086, $297.12. D. Cash received from sale of furniture and other items of personalty $730.71 TOTAL ESTATE DOLLARS CENTS 9,000 00 2,788 28 1,788 28 ' ' I \ Inventory and Appraisement IN THE EST ATE OF KATHALEEN PAXTON Filed .................................................................. , 19 .......... . _.:; ·-r·I -· ' r-v; J2u-#33S"9 Clyde G. Tempest Attorney at Law 223 Second Street Monongahela, Pa. 15063 ~9 9D 1 /3oL I I•· ! 4 I ~ IN THE ORPHANS' COURT OF WASHINGTON 3COUNTY, PENNSYL~ VANIA NO. 3 0 OF 1968, ~- ESTATE OF KATHALEEN PAXTON, Deceased PETITION TO FIX ADDITIONAL SECURITY l I I 11".1 i!J} ~ '' '\) ~~ -i\;)' .~ ~ ' » ~ ,.,} - I ' .. --: ' ~ ) j • .. ·~'" \l ~ :_· . ,. ~ ~~ .. ~ I~~ ~.~ ~ :~ ) ~--: ~ ~ ~ JosEPH L.HoFFMANN ATTORNEY AT LA"W" 242 WEST M.A.XN STREET ~ ,. II M/ONONGAHE~:~::NNS:VANIA ' ~:A~ /j , IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA ESTATE OF NO. of 1968, o.c. KATHALEEN PAXTON, Deceased PETITION TO FIX ADDITIONAL SECURITY UNDER SECTION 541 OF THE FIDUCIARIES ACT OF 1949 To the Honorable P. V. Marino, President Judge of said Court: The Petition of Clement T. Hoade, Administrator, C.T.A., of the above entitled estate, respectfully represents: 1. That Kathaleen Paxton, a widow, a resident of the Borough of North Charleroi, Washington County, Pennsylvania, died on February 3, 1968, leaving her Last Will and Testament dated March 31, 1951, duly probated on February 27, 1968, and Letters of Administration, C.T.A., granted to your petitioner on February 27, 1968. 2. That your petitioner has ·filed his bond in the amount of $2,000.00 with the United States Fidelity and Guaranty Company as surety thereon. 3. That the said decedent died possessed of the following personal property: Savings Account, Charleroi Federal Savings and Loan Association -$290.60; cash on person -$100.00; Western Pennsylvania National Bank, checking account -$631.21; and she I was seized of Lot No. 8 in the John Conrad Plan of Lots in the ' Borough of North Charleroi, Washington County, Pennsylvania, havin a value of $9,000.00. 4. That the real estate of the decedent is d~scribed as follows: ALL that certain lot or piece ,of ground situate in the Borough of North Charleroi, Washington County, Pennsylvania, being Lot No. 8 in the John Conrad Plan of Lots, described as follows: BEGINNING on the Western side of Pennsylvania Avenue or public road, at a point 420 feet from the corner of Pennsylyania Avenue and Main Street, or public road; thence, along Pennsylvania Avenue, North 5° West, 45.5 feet to a post; thence, by the same, North 56° 15' West, 167.8 feet to Oliver Street; thence, South 74° 55' West, 18.4 feet to Sampson Alley; thence, up Sampson Alley, South 5° East, 142.4 feet to Lot No. 7; thence, North 85° East, 150 feet to the place of beginning; containing 14,938 square feet; and upon which are erected two dwelling houses. BEING the same which Lizzie M. Paxton, widow, et al., by deed dated August 22, 1946, and of record in the Recorder's Office in said Washington County, in Deed Book Vol. 717, page 368, granted and conveyed to Willis R. Paxton and Kathaleen Paxton, his wife; and the said Willis R. Paxton, having died on June 30, 1960, title thereto devolved upon his wife, Kathaleen Paxton, by right of survivorship. The Life Tenant, Lizzie M. Paxton, died on December 9, 1955. One of the houses erected on said premises is occupied by a tenant at the monthly rental of $30.00 per month. The County tax assessment for the year of 1968 is in the amount of $4085.00. A copy of that assessment is hereto attached and marked Exhibit "A." 5. That the will of the decedent, a copy of which is hereto attached and marked Exhibit "B," after providing for a specific legacy of a diamond ring unto her niece, A~nes Pennington, dev~sed all her real estate unto her husbandj Willis R. Paxton; however, the said Willis R. Paxton predeceased the testatrix, thereby creating a partial intestacy. 6. That the heirs of the said decedent are as follows: _.) Thomas A. Hoade, a brother; Clement T. Hoade, a brother; Joseph J. Hoade, a nephew; Robert Hoade, a nephew; Donald Hoade, a nephew; and Agnes Pennington, now Agnes H. Shoyer, a niece. All of the said heirs of the decedent have been given written notice of the intention of your petitioner to present this petition and joinders therein are hereto attached. 7. That your petitioner desires to sell said real estate in order that distribution of the decedent's estate may be made. 8. That your petitioner has entered into an agreement with Henry P. Roberts and Bernice L. Roberts, his wife, dated September 24, 1968, for the sale of the real estate hereinabove described for the sum of $9,000.00, payable upon delivery of deed. This agreement provides that rents and taxes shall be prorated as of the date of delivery of deed and that the real estate trans- fer taxes shall be borne equally by the parties thereto. This agreement was duly assigned on September 26, 1968, to James L. Roberts and Janice E. Roberts, his wife. A copy of that agreement and assignment are hereto attached and marked Exhibits "C" and "D. II 9. That there are no liens 6r encumbrances entered of record against the decedent or her estate and all of the debts of the decedent have been paid. 10. That the real estate involved in this proceedings has been appraised by James V. Alfieri and Clara Allison, both real estate brokers,· duly qualified, and licensed by ·the Common- wealth of Pennsylvania, who have certified that the sum of $9,000.00 is a fair consideration for the same and a higher price than could'be obtained at a public sale of said real estate. These certificates are hereto attached and made a part hereof and marked Exhibits "E" and "F." WHEREFORE, your petitioner prays your Honorable Court to enter a Decree directing the entry of additional security in the amount of $ , with the United States ~---------------------------- Fidelity and Guaranty Company as surety thereon and upon the filing of said bond in the Office of the Register of Wills of i Washington County, Pennsylvania, your petitioner is hereby authorized to receive the proceeds of the sale of the premfses descriped as Lot No. 8 in the John Conrad Plan of Lots in the Borough of North Charleroi, Washington County, Pennsylvania. f,l COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF WASHINGTON ator C.T.A. •I ~ . ;· ~ zZ;;-d f mb 1968 On th1s the-·--~}-~~~----ay o Nove er, A. D. , before me, a Notary Public, the undersigned officer! personally appeared Clement T. Hoade, Administrator, C.T.A., of the Estate f. of Kathaleen Paxton, deceased, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. seal. IN WITNESS WHEREOF, I hereunto set my hand and official , ... My .. I,. THOMAS A,. HOA,DE, of 23 2 DeJ:>aul Street, Emm~tsburg, ,Mary-land, 21727 1 do hereby acknowledge tha,t I have received noti.ce of the sale of the real estate owned by the Estate of Kathaleen Paxton, deceas.ed, and I do hereby j oi.n i_n the petition of the Adm~n~strator, C~T.A,. ,Clement T. Hoade, to fix any additional bond which may be required in these circumstances. WITNESS my hand this A,. D. 1968 .. WITNESS • l,. CLEMENT T. HOA,DE,. qf 431 Parkinson St;reet, Monongahel , Pa. 1 150 63, do he:J:;'eby· acknowledge tha,t J, have received not ;tee of; the ~ale of the real estate owne.d l:>y the Estate of Kathaleen ;I?axtonr deceased, and I' do hereby jo.t.n i,n the petition o;E the Admini.strator I c .. 'r .. A· I Cle;rqent T. H.oa,de I to ;Eix any additional bond, whj,ch may be required in th.es€ c;i)::cumstances. WITNESS' my hand this,.,~~ · day of~-~. r--t~. ,~. ~~ WI.TNESS; . :.' . I .. •. I, ROBERT HOADE, of Ambler, Pennsylvania, do hereby :'acknowledge that I have re.~~:hved notice of the s.ale of the real estate owned by the Estate of Kathaleen Paxton, deceased, and I do hereby join in the petition of the Administrator, C.T.A. Clement T. Hoade, to fix any additional bond which may be required in these circumstances. WITNESS my hand this 0 day of b; A.D. 1968 .~ WITNESS:, .. :, . -· ...._.,--~-.--. -~ . -- .. ... I, DONALD HOADE, of 9301 S.W. 54th. Street, Miami, Florida, 33165, do hereby acknowledge that I have received notice of the sale of the real estate owned by the Estate of Kathaleen Paxton, deceased, and I do hereby join in the petition of the Administrator C.T.A., Clement T. Hoade, to fix any additional bond which may be required in these circumstances. WITNESS my hand this day of~~' A.D. 1968 ~VITNESS: ~Jz.;f)_~ P. I, AGNES PENNINGTON, now AGNES a. SHOYER, of 6373 Woodbine Avenue, Philadelphia, Pa., 19151, do hereby acknowledge that I have received notice of the sale of the real estate owned by the Estate of Kathaleen Paxton, deceased, and I do hereby join in the petition of the Administrator, C.T.A, Clement T. Hoade, to fix any additional bond which may be required in these circum- stances. WITNESS my hand this 8th day of October · noW<jrieS ~· Shoyer / EXHIBIT "E" C0b1MONWEALTH OF PENNSYLVANIA . : COUNTY OF WASHINGTON : SS: . . .. I, ch~!/cz~_, of Charleroi, do 'reby certi~y th~t l·~a~ a qualified Real Estate '" ~ ~ Broker, licensed by the Commonw·ea~t:h-of. J?ennsyl vania; ,;.,.,..._ . That I have mad~ a''personal assessment of the real estate owned by the Estate of Kathaleen Paxton, deceased, and be- ing Lot No. 8 in the John Conrad Pian-of !.16ts in the Borough of .. ..._ ' . North Charleroi, \'1ashington County,· Peni!"syl vania; That I have no perso~al ~nterest in. the contemplate sale of said real estate of James Ii. Roberts, arid Janice E. his wife, for the sum of $9,000.00r and ' -_)of That I am familiar with.the value of real estate in the Borough of North_ Cha;rlero.} and :tl1e s,urro\).ndi!lg y~ci1li ty ,_ and that the sum of $9,000.00 is a fair.consideration for the same, and a,higher price than could be obtained at a public sale. ( \ -_, -,' .u Sworn to and subscr~~ed before me thi( So;/':;(, day of ~., A.O •. l968. -- .. ~-.. '~ o~-_.,:-~,~ ') ' ' .. ~..i" {1 Hl WE-MOOS IE. :lrt.lt }:Y. t't~ ".:• \' "r ,;Ji.•,RLRI'h'li, WA't-II'"GlO<~·~~~. ,, .ly C..;tnl!· •$"•ion ex;ylr~~ 'War ~~\ ~.--t.Z ~-..... 4· ") ~--. ~'~ +-·-...... -' '41 :l'....-~ t ' ' ·. "'· ' • • EXHIBIT "F" COMMONWEALTH 0~ PENNSYLVANIA SS: COUNTY OF WASHINGTON I, --~c~r~ARA~~A~T~r~r~so~Na_ ______________ , of Charleroi, Pennsylvania, do hereby certify that I am a qualified Real Estate Broker, licensed by the Commonwealth of Pennsylvania; That I have made a personal assessment of the real estate owned by the Estate of Kathaleen Paxton, deceased, and be- ing Lot No. 8 in the John Conrad Plan of Lots in the Borough of North Charleroi, Washington County, Pennsylvania; That I have no personal interest in the contemplate sale of said real estate of James L. Roberts, and Janice E. Robert . his wife, for the sum of $9,000.00; and That I am familiar with the value of real estate in the Borough of North Charleroi and the surrounding vicinity, and that the sum of $9,000.00 is a fair con$ideration for the same, and a higher price than could be obtained at a public sale. day of Sworn to and subscribed before me this __J~O~tllh ____ __ _____ se-'p:....t_e_m_b_e...::.r _____ , A. D. 19 6 8 • ' Notary Public MARTiN WEHOUSIE, Notary Public CHARLEROI, WASHINGTON CO., PA. My Commission expires Mar. 25. 1972 ... IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA ESTATE OF NO. J 3 0 of 1968, ~~ KATHALEEN PAXTON, deceased ORDER AND DECREE AND NOW, this ef(..Jf-day of November, A. D. 1968, upon consideration of the foregoing petition it is ordered, adjudged and decreed that Clement T. Hoade, Administrator C.T.A. of the •• . ·~Estate of Kathaleen Paxton, deceased, enter additional security • 'it .... in the sum of ...:..$_...,.,J;'-T..:;,.O_ctl..:.__;(l=--t:re7-----' with the United States Fidelity and Guaranty Company as surety thereon, and upon the filing of the same in the Office of the Register of Wills of Washington County, Pennsylvania, the said Administrator C.T.A. is authorized to receive the proceeds of the sale of Lot No. 8 in the John Conrad Plan of Lots in the Borough of North Charleroi, Washington County, Pennsylvania, as more fully de~cribed in said petition for the purposes Form RCC-33 ., COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON RESIDENT DECEDENT IMPORTANT: This return must be completed in detail and filed in duplicate, ·with will attached, with the· Register of Wills of the County where decedent resided;· Return is 'due ·within one year after date of death, unless· an extension is granted by the Secretary of Revenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) ---~!~;;~;;o;;:~:;~~o~--:•---}=~:B Late of ............. W:a.s.hJ.ngton... ... .. ................ .. ............................ County St&te of ............. P..enn.sy.,lva.ni.a ................................................ } \. . ss: County of ..... washin.g.ton. .............................. : ......................... _. · ................. C.lemen.t ..... T .......... Hoade .. , ....... adminis.tr.a.tor .. , ........ c ...... t ..... ,a .................... .. Administrator c . t . atf the estate of the above-named decedent being d,qy sworn, depose and say Decedent dJed ........... f..~.P..;r.;_:g~:p::Y.. ..... J. . .t.. . . .. ' (Month) ........ , l9 ......... 6JL.J testate leaving a last will, copy of which is hereto attached. } (Day) (Yo;ar) l intestate , other authorized representative to Name and address of attorney or}. Clyde . .G •.... T.empest, .Att.orneY., ............................ . whom au correspondence should be 22.3 .. Second Street,.Monongahe.la., .Pa •. 15063 mailed. That as such Adm., c .t.a ...................................................... deponent is familiar with the affairs of said estate and the property con- ( J•;x.,r.utor-Administrat.or) 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 NUN .I:!; 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 Sc.hedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also s~ts forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case of savingS banks, and to the date ~·f decedent'.s death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in-. ~ debtedness of the United States to the decedent; all obligations, whether by statute-or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereo~ or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly es-timated market value thereof; all bonds and mortga~es held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereor, 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 corpor&te stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereor at such time. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or uusiness. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of tfle-agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a cony of the deed, trust agreement or other instrument creating the trust. Ther1~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent' s· Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Sc/1edule £ 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 Sc/1edule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed f'or and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel f'ees 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 tmpaid at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed.obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. T. Hoade(~dministrator) c. t. a. . ...... ~ .. J.J ..... R.~.f.Js.!.!H?..9.IL .. .§.t!:.~.~.:t ............................... -...... .. · (St:reet Number) ....... ~?.?..?.!?:9.:.~.~.~.~.~.!... .... ?..~ .. ~ ....... !.?. .. Q.~} ................................. . (City or Town and St4te) NOTE: filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed, RCC·34 (4·73) COMMONWEALTH O'F PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY ~. ... Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Property held by the decedent as tenant Jn common with another or other, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. {Property held as joint tenants with right of surviorship or tenancy by entireties should be reported on Schedule "E.") The real property located In the Commonwealth of Penn·sylvanla should be described by lat and block number, street and street number, together with a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm state number of a- cres; also statement of mortgage encumbrances upon each parcel at death af decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. REAL ESTATE: ALL that certain lot or piece of ground situate in the Borough of North Charleroi, Washington County, Pennsylvania, being Lot No. 8, in the John Conrad Plan of Lots, and upon which there is erected a frame (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH dwelling house. 4,085.00 Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. (2) ESTIMATED MARKET VALUE 9,000.00 (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) RC.C-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death, Property owned by the decedent jointly with another or others must be listed under Schedule "E", Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. u. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate, Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and fUrnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item NO• ITEM List and describe fUlly UNIT VALUE ESTIMATED MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) 1. 2. 4. Prudential Life Insurance Policy, No. 4-821-201 -$1,206.10 Prudential Life Insurance Policy, No. 103-377-879 -$55~.34 Charleroi Federal Savings and Loan, Savings Account No. 7086, $297.12 Cash received from sale of furniture and other items of personalty $730.7~ Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. 1;;. or;;,, / tJ I SSt/, Sy c717./2 11,788.28 X X COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C" TRA.NSFEilS (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) No (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) No (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer Not applicable (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) NO (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) No (b) What was the transferee's age at time of decedent's death? Not applicable (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) ------------ (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) __________ _ (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others Not applicable (7) Did decedent in his 1 ifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) ---"'N..,0=<----- (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no)_.n~o'-------- (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)--~}~~09------ NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION N 0 N E Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MAIUillT VALUE (Estimated) DEPT. VALUATION (Dept. Only) 0 h RCC-37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Thomas A. Hoade 12810 Littleton Road Garfield Hgts., Ohio 44125 rl~rnpnf-'T' Ho~nP 431 Parkinson Street """ tcrahel ~ p~ lt;Of\1 Joseoh J. Hoade 2025 Devonshire Road waukegan, Illinois 60085 Robert HoadP 217 Bannockburn Avenue Ambler_ Pa lQnfl? Donald Hoade 9301 S.W S4t-h St-rPPt- M;;:,m; H"l ..... ,...;~;:, 33165 Aanes H Shovt=>..r 6373 Woodbine Avenue Philadelphia, Pa. 19151 SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Brother Yes One-Fifth Rrot-h~r v~c:. I ()no-H";-F+-h N~nhew YPS I On~-Fift-h N~nh~w _V~c.._ _Ono -_l'l1o_n +-h ~ Neohew YPS On~-'T'~nt-h I N;oroo Voa_ One-Fift1h I ' I ! I Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE -- Will Administration t No. Year .......... .. P.l1 THE :\lATTER OF THE APPRAISEMENT OF THE ESTATE OF KATHALEEN PAXTON, Deceased Late of .... Monongahe.la . County of . Wa$hl.ngtorl Commonwealth of Pennsylvania REPORT AND APPRAISAL Clyde G. Tempest Attorney at Law 223 Second Street Monongahela, Pa. 15063 (Executor-Administrator must complete "As Reported" column #1.) 0 ...., '"0 ~ ..., ..., ('1) ('1) 0 II:> ..., e:... "' ::l "' "' "' 0 ...., (t' ::l '"0 ..., e:... ..., II:> "' 0 :.< '"0 "0 II:> ('1) 0"' ..., ..., ~ 0 ~ "0 t:%1 ('1) ..., "' .... .... '< II:> .... ('1) en c ~ ~ > ~ ...-... w en en .....::. ('.) ('.) ?" ?" ?" o oa > : :: :: ...._..._....._.. -0 -0 -{I) -0 -0 -0 ...-... > "' ~...-... ('1)---g.._.. ..., ..... ('1) c.. .00.00-{1.)-0-0-0 > "' 0 rt.-._ 8"t-v ..., ..._.. 2. ::::5 g_ II ... ; i RCC 4 (7/76) ! i; G 18732 I I, I, :• 1,1 :: DEPARTMENT OF REVENUE OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND ESTATE TAX RECEIVED One Thousand Five and From: Atty. Clyde Tempest 56/1.00••••~••·---~-·-·-•--·~·-•-·"--~•••••d 11 · o ars representing Pennsylvania Inheritance or Estate Tax due from the following estate: Address Second & Chess Street 2%Tax on $ _________ $ __________ lnl Monongahela, Pennsylvania 15063 6% Tax on $ _________ $ ___________ 11.41 File No. 63•68-330 Date of Death __ 2_•_3_•_6_8_--l 15% Tax on $Final Payment 676.22 $-----------------1~1 I i Date of Payment ___ N_o_V_em_b_e_r_._l_4~t_l_9_7_7 __ ---1 %Tax on $ _________ $ __________ 1.,1 E~tate Tax, Act of May 7, 1927 Ndme of Decedent _Ka_t_ba_. _l_e_e_n_· _P_ut_· ·_o_n ___ ---l County ____ W_a_a_h_t_n_gt=-o_n _______ _, Remarks: TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at th~A_ate of / ___!_%from 9-~~·69 .. - .. \~ to Date S E A L TOTAL AMOUNT PAID NOTE: This Triplicate Receipt to be retained ~ auditJ&lA~~~9"1•2 I i $-~6:q.-.76h-.;-,;, 2~2!----i $~·~u~· ~·x~x~· __ 1 1 I I i $------·~111 $----------lUI ,. . ' Received by NOTE: In accepting the transfer inheritance ~x,J;>n ,future es!<Jtes,<p,iar to the death of the li ~7~~~-:;__/)ts;;~~;e)?'J:~Ifli~-;-~--~~~ tenant or tenant for years, as evidenced by this receipt, it· is ~understood that the Commonwealth shall' II .• ..-k'l nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of LJ<...,-«fr"~'"./ life tenant or tenant far years whenever it appears that such additional tax may be legally due ~"~-'----;-T-------;:t-7-;--__:._:__ __ ---;?7-~r'---IHI collectible for any reason whatsoever. RC C-48 (2-69) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS REQUEST FOR LEGAL ACTION Bureau File No. 63-68-330 _C__:l:::...em=en=-c:..::...t~Ho_a.::;_d.:::_e.::__ ______ I residing ot 431 farkin$On Ave. Monongahela, Penna. 15063 in Washington County, is the,_E_x_e_cu __ t_o_r ________ of property formerly owned by _ ____;K~a=t,_,h.,.al=-'e=e=n""--'P::...Caxt==o~n,__ __ I who died on ---=2._---=3~·......:6::...:8=--. ____ in Washington County. The attorney for the estate is_A;_t._t_,Y._•'--J_· _o_s_e_,p,__h_L_._Ho_. _f_f_m_ann __ whose address is 242 W •. Main Street Monongahela;Pennsylvania 15063 The above named _E-=:x=e=-cu==t'-"o-=r=----------is in violation of the provisions of the Inheritance and Estate tax laws of the Commonwealth of Pennsylvania in the following respect: 1 -~Failure to file an Inheritance Tax return on or before _5_•_. 3_-_6_9 ______ _ 2-D Failure to file a copy of the Federal Estate Tax return on or before---------- 3-D Failure to file a copy of the Federal Final Letter. 4 -D Failure to pay Pennsylvania Inheritance tax due in the amount of$----before it became delinquent on __________ _ I have made the following demands for compliance without results: Date of demand Name of person contacted Title ------4-22-75 Atty.Jos. Hoffmann Atty. 5 .. 7-75 Clement Hoade Excr. 5-19~75 Atty.Jos. Hoffmann Atty. 5 .. 19-75 Clement Hoade Excr •. Method of contact 10 day notice-reg.mail 10 day notice-reg mail Rcc•ll8 reg. mail Rcc-118-cert. mail A formal notice of demand was sent to the taxpayer by certified mail. This demand has been ignored. A copy of this notice together with the certified ma i I return receipt is attached hereto. I recommend that the following legal action be taken to compel compliance: 1 -D A lien be filed with the local Prothonotary against real estate owned by the decedent. 2 -IKJ A petition for citation be filed in the local court. 3-D A civil complaint be filed in the local lower court. Additional remarks: Real property was sold by tbe aBmia:tstcxatmX Executor Clement Hoade; for a consideration of $9,000.00 ~1,1968.to a Jonas L. ~berts and Janice E. Roberts his wife•~ee\l:tor was directed by the Orphan • s Gkn/1$ {k.~~ ~~ DI.5T.JueuP.. ate) (Signa ure) (Title) <cf> \1€ _R) cont. Court of Washington County. At 33 or 1968 to dist. additional bond in the sum of $S,ooo.oo. To date no response from the fiduciary nor Atty. • ( L { 1