HomeMy WebLinkAboutOC1968-0342 - ESTATE OF MCWILLIAMS------~-~--~.~--------~-------__,.., __________ ~~-----~
Testate Form V'
" PETITION SUR AUDIT
IN THE ORPHANS' COURT OF WASHINGTON COUNTY
Estate oL.WILLIAM..EARL..M.c:WIIJ.IAMS_, ___ a/kf_a ___________ . __ No. ____ 63::.6.8::3.42. __________________________________________ _
_________________ J;:M-_~_!1c;:R~_!!!!~-~----------------------------------------------Fiduciary ... ~u: ___ ~c.WlLLIAMs.~----------------------------
Executrix
Deceased
Date of Date of
Decedent's death ____ F.~Ju:~~;~;:y __ 2.Q_t;:J]._1 __ _l~_QJL __ ------------------Grant of Letters _____ JM_.'f_<;:_l),_ .l.~?_t: _ _,_ J.~-~8.. __ ----------------------------
This is the ___________ F.ir..~_t __ amLEinal ___________________________________ account filed in this estate
If there have been former accounts filed in this estate, list file number or number and term ___________________________________ _
Election to take Date Election Place of;
Under or ~will. (cross out one) No Election Filed ----------------------------------Record ------------------------------
madeana under Sec. 12 of the Wills Act:·:.this is deemed an Election to take under the Will
Name of surviving spouse .. .Annetta __ H .... __ Mc:Willi.ams __ _.:-___ d.i.e.d . .June .. 13th.,. __ l968 __________________________________________________ .
List issue, where material:
Did decedent marry after execution of will? (indicate)~-No. Any children born after execution of will? (indicate)
~No. If answer yes, name them·-------------------------------------------------------------------------------------------------------------------------------·
............................. :. ....................................................................................................................................................................................................................................................................................................................................... --..,
Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris ....._I
THOMAS EARL McWILLIAMS
KENNETH DREW McWILLIAMS
List, if exceptions to above: Adeemed:
If partial intestacy, give facts:
Son
·Son
Residuary Legatee Marie McWilliams
Testamentary Guardian
Residuary Legatee Marie McWilliams
Testamentary Guardian
Revoked: -Lapsed: Abated: Give Cause:
N 0 N E
N 0 N E
Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled
to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account
and of call of audit? Yes. ~
If any exception give cause:-------------------------·-~----·--------------
File copy of Notice
and date of mailing _________ N~Y!-:~~!-:'f ... P.t:J:]..t .. J~-9-~.---··-----·--·------·-------·--··--·--·-··--·--·-·-·----·-------·---··-·---·----·---·--···------·--·-·--·
Is estate subject to the filing of a Federal Estate Tax Return? ............ ~<.? ••••••••••••••••••••••••.•••••••••••.•••••••••...••..•••.....•••...•.•••
Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .. None ................................................. .
If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... .
Give Names and addresses of all unpaid creditors who are legally entit!ed to notice, together with the amounts
of such claims; state whether they are admitted to be correct; and whether the claim is denied. ·
NONE
Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re-
quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication:
Marie McWilliams, Testamentary Guardian of Thomas Earl McWilliams and Kenneth
Drew McWilliams as minors claimed the Family ~xemption of $1,000.00 for the
minors since the widow, Annetta H. McWilliam9}?ibout 3 1/2 months after her
husband, and was, during the entire intervening period, a patient of a
Mental Hospital and mentally incapable of making claim. The sons lived with
the father in the family home. (Bell's Estate, 139Pa. Super. 11, cited in the
Estate of Mary Nevin Griffith, Deceased, 41 Washington County Reports, 98)
Balance for distribution per account,
Itemize any additional debits not shown by account: $ ...... :-... 9. .. :-.................... ~ -
Total additional debits (Add) $ .. -----~-.. 0 ... ~---·················
Itemize any additional credits not shown by account:
Total additional credits (Subtract) $ ....... ~---~---~---·················
Balance for distribution $ ...... ::: .. .9 ... -: ................... .
If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value);
,.
If Family Exemption claimed by Petition, give place of Record: ..... ~-----·······-···············-------------
If Family Exemption is claimed at audit, give name, relationship and basis for Claim:.Claimed .. in .. Accoun.t---········
List any advancement or distribution on account that has been made, and nature and amount of same:
N 0 N E
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:
Your petitioner will advance Audit Costs.
COUNTY OF WASHINGTON/ SS:
COMMONWEALTH OF PENNSYLVANIA
The above named Fiduciary or representative thereof,
being duly ............ $:W..O.r.n ................ doth depose and say
that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc.
to the best of.. ... h~t: ..................... knowledge and belief .
•... SWQ:J::n. •••.••...•...•.•..............•.. to and subscribed before
·' .
me this~~~--1-~~-.doy of .... P.~~~m~~J." ..... CJ .... "·····-19.Q.~----. , hi
S,i.gnatu'e af Office;"~··~--t~······
T1tle of Of!lcer.:····--·~--~~---·rornrL·DAcu···························
. , . --Waahtnstoo ... l', Notarr Pilb"o Off• · • . -U,. I Q88hf-•A-Ill .· 1ce exp1 res ....•....... _ ... ,...,..Comnnsmi·······-"!".HI.II-CosDf7;._. ...... . . . . . . on Expires M .-.. , " ar. 28, f97a
~/lt~v~ ·--------------"(Marre-·McWiTlTams·)·------------------------------·-··-··
. ............................................................................................................ ..
'
..,... ·-........
No. ___________ 63:o:68:o:31f.2 _____________________________ .
Estate of----~~~~~~--~~L McWILLIAMS, ..................................................................
a/k/a EARL McWILLIAMS,
Deceased
Fiduciary .... ~-~-~--~c;:_t:l_~-~~~AMS, .........................................................
_______________________ f,;~~~~!:;?;;i,~-------------------------------·
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-e; 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 Will.
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.
JAMES R. DONALDSON ...................................................................................................................................................
Att<Jrney
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Q!nmmnuweult4 nf Jeuusyluuuiu,}
Jlllas~iugtna C!Inuuty. .5.5.
KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid
on the 1st. day of March A. D. 19 68 , before me,
Russell Marino , Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania,
the last Will and Testament of
William &.rl McWilliams. A/K/A Earl McWilliams
late of Chartiers Twp. in the County aforesaid, deceased,
(a true copy whereof is to these presents annexed), was duly admitted to probate; and
Marie McWilliams
rix
the Execu~ in 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
Marie McWilliams
committing unto Her the administration of all and singll'lar 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 1st.
day of m the year of our Lord one thousand
nine hundred and Sixty Eight
...................................................................................... ~~
Register
1Jlrttrrs wrstnmrntarn
ESTATE OF
............ J!'!.1111~J!L .. ~.r.l .... M.9.!.;t.!l..1.~m-~ ......... .
. ~./.~/~ .... ~!~ ...... ~?..~~-·~-~-~-~~-~ ............................. .
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~----·
I, WILLIAM EARL McWILLIM~, also known as EARL McWILLIAMS, of Chartiers
Township, Hashington County, Pennsylvania, P. 0. Address, 536 Ridge Avenue, Canons-
burg, Pennsylvani~, do hereby make my Last Will and Testament and revoke all Wills
by me at any time heretofore made •
.
FIRST: I direct that my funeral expenses and the expenses,of my last
illness be paid as soon as may be convenient after my decease
SECOND: All the rest, residue and remainder of my estate, real and
personal, I give, devise and bequea~, in e~ual shares, to my two sons, THOK~S EARL
I
McWILLifu'1S and KENNETH DREH McWILLIAMS, their heirs and assigns forever.
THIRD: I nominate and appoint my sister, ?-1ARIE McvllLLIAMS, of 410
Ridge Avenue, Canonsburg, Pennsylvania, Testamentary Guardian of the estates and
of the persons of my two sons, THOMAS EARL McWILLIAMS and KENm:TH DREH 'HcWILLIAMS,
who are minors.
FOURTH: I nominate, constitute ana appoint my sister, MARIE McWILLIAMS
Executrix of this my Last Hill and Testament, a'nd direct that she shall not be re-
quired to enter security in any jurisdiction in which she may act.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 17th day
of August, 1967.
/!;~(__ )?I ~~c:~i!c~>,_~:1.-J (SEAL_
(t-lilliam Earl.Mc~illi~ms) . 1
\and
I
j his
!as
I
t
I
witnesses thereto.
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i\ffi~nuit ®f 1fxrrutnr ®r A~ministrntnr
~tatr nf Jrttttsylnattia. l ss:
<nnuuty nf Bas4ittgtntt \
P all b f h d · d h · Notarv Public · d f 'd erson y e ore me, t e un ers1gne aut or1ty, a. ............................ ~t ..................................................... m an or sm
County and State, appeared .......................... Ma.ti.e ... McHil.li~ ............................................................... who, being duly
sworn according to law, deposes and says that s he is the executor~ of the estate of
WILL.lAM .. MlU.t .. M~Rl.l'KltWt$. . ., .... ~/~/..~ ... ~~ ... ~£.W.;U~~~deceased, that tWrtcfi~nuifeWcWifii~~e l /k /a
complete inventory and appraisement of the real and personal estate of.~.MU, ... Ji~HlLl.IAMS ................................ ,
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 ~
f'l'o\\0
Sworn and subscribed before me this ... l.B.~?f~\'1• ':it... _ ) _ · •
day of ...... S.~P..t.~J!Ab.f?.r ............ .,/ ..... 1 9 .. 69. .... t,ot_~:~\~ ar·.~~-~./.~ .... /.1.t.~L~~ ........ . ···-~--~---l--17~(~~-INsTRucnoNs Executor-
1. An inventory must be filed within three months after appointment of personal representative.
2. A supplemental inventory must be filed within thirty days of discovery of additional assets.
3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 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
lfuurutnry aulll\.p.praisrmrut of the goods and chatte s, rights and credits which
WILLIAM EARL McWILLIAMS, a /k /a
were of .................. EARL .. Mc:WILLI.AMS ...................................... Jate of .. Jih~.l-:.~.f:.~.l-:.~ ... .':f.~:wE-.~.h!-P..a ........................................ ..
Washington County, Pa., taken and made in conformity with the above affidavit.
DATE OLDEATR:__F~ebru~ 26th_, 1968
PERSONAL PROPERTY
Checking Account Mellon National Bank & Trust Company,
Canonsburg Office
U. S. Treasury -Income Tax Refund
Social Security Administration -Death Benefits
K. of P. Lodge -Sick Benefits
Refund on Insurance
Irwin Works -Final Pay Check & Vacation Pay
K. of P. Lodge -Death Benefits
REAL ESTATE
N0NE
~-· '
T 0 T'A L -----------
DOLLARS CENTS
2,786 97
28 89
255 00
6 00
1 92
329 59
118 57
$3,526 94
-0 -I
$3,526 94
-
'Vd' ·oo NOl~NiHSVM
SllJM _jO ~3.tSit) Otll~Vrl 113SSO~H
Ll ~ Ud Bl ,d3S 69,
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The First and Final Account of MARIE McWILLl4MS, Executrix of the Last Will and
Testament of WILLIAM EARL McWILLIAMS, a/k/a EARL McWILLIAMS, Deceased, late of
Chartiers Township, Washington County, Pennsylvania.
The Accountant is charged as follows:
PRINCIPAL PERSONALTY
To Amount of Inventory & Appraisement
Irvin Works Federal Credit Union
Advanced by Accountant
INCOME PERSONALTY
NONE
PRINCIPAL REALTY
To Amount of Inventory & Appraisement
INCOME REALTY
N 0 N E
$3,526.94
71.98
118.11
-0 -
-0 -
-0 -
TOTAL CHARGES -•------------------$3,717.03:
The Accountant claims credit as follows:
PRINCIPAL PERSONALTY
Administrative Expenses, Preferred Debts,
Other Debts & Taxes, as set forth in
SCHEDULE "A" $3,717.03
TOTAL CREDITS---------------------$3,717.03
,,
BALANCE FOR DISTRIBUTION ~-------------------------------------------------NONE ·====
;•t ' '
S C H 'E D U L E "A" '
ADMINISTRATIVE EXPENSES:
Russell Marino, Register Letters Testamentary & 1 Short Certificate
James R. Donaldson Costs Advanced :
3-7-68 Russell Marino, Register 2 Short Certificates
4-3-68 Russell Marino, Register 1 Short Certificate
7-10-68 Russell Marino, Register 1 Short Certificate
8-7-68 Washington County Reports Advertising Letters
8-30-68 Daily Notes
Edith L. Dague
Marie McWilliams
James R. Donaldson
Russell Marino, Register
PREFERRED DEBTS:
3-29-68 Dr. Concilis
4-4-68 Oak Spring Cemetery
.4-20-68 w. Leonard Griffith
Funeral Home
Marie McWilliams, Testa-
mentary Guardian of Thomas
Earl McWilliams & Kenneth
Advertising Letters
Notary
Executrix's Commission
Attorney's Fee
Filing Account
Professional Services
Grave Lot & Opening
Funeral
Drew McWilliams, minors Family Exemption
OTHER DEBTS~ TAXES:
3-5-68 Daily Notes
3-11-68 Pike Pharmacy
3-12-68 Duquesne University
3-12·68 Tollgate Service Station
3-2-68 Curtis Publishing Co.
3·13-68 Penneys
3-13-68 I. c. Patsch Garage
3-21-68 New Process Co.
3-25-68 John Gaydos, Jr.
4-3-68 Columbia Gas Co.
4-4•68 Bell Telephone Co.
4-4-68 Tax Commissioners of
C.H. School
4-25-68 Ann Howcroft,T~x Col.
4-25-68 Bastio & Simonin Agency
Bill
Bill
Bill
Bill
Bill
Bill
Bill
Bill
Grave Stone
Bill
Bill
Wage Tax
Tax
Insurance Bill
$ 2.00
1.00
1.00
14.00
12.50
1.00
T 0 T A L --------------
/ .
$ 13.00
31.50
NONE
175.00
16.00
35.00
332.00
1,040.00
1,000.00
3.00
81.62
150.00
132.20
5.00
6.88
165.79
18.71
250.00
17.00
9.05
63.68
31.60
140.00
$3,717.03
. Washington County RePorts
~fiRHX
W asbington, Pennsylvania
(PUBLISHED E>Y 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).
ComiTY OF WASHINGTON ) SS
STATE OF PENNSYLVANIA ( '
Personally appeared before me, a Notary Public in and for ~aid 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, publis'hed weekly having its
place of business at Washington, Washington County, Pennsylvania, and is act-
ing as its agent in t'his 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:
·--~~ID.t.~.t .. J.?..t .... ?.?. . .t .... ?..9.., .... l.9.9~L ............. .
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter of~;Jt~e or advertising )~at all th allegations of
this affidavit as to the ~e;;cter ~-pub!~~
c:-·::::::::::::::::-.;;;=..__,~:1·····································:····" --~~!tor
Sworn to and subscribe his ~--,....
... ?.~!~.yay_of ..... ~~-~-~~ ..................... , 196 .... ?..
-~:=:::::::~~
Washington, Washington Co., Pa.
My Commission Expires
November 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 .
• • • • • • • • • • • • • • • • •
McWILLIAMS, WILLIAM EARL a/k/a EARL McWILLIAMS, Dec'd. '
~ate of Chartiers Township, Wash-mgton County, Penna. E~ecutrix: Marie McWilliams, 410 ~Idg_e ,1\ve., Canonsburg, Pa. 15317
Attorney: James R. Donaldso~· 614.
Washington Trust Bldg., Washing-ton, Pa. 15301
, ,,
THE DAILY NOTES
CANONSBURG, PA.
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784,
Sec. 3, paragraph (3) and (25).
State of Pennsylvania }
County of Washington ss.
Personally l!Ppeared before me, a Notary Public in and for said county and state, Mabel z.. Day . . ------------------------------------------------------------------------------• who bemg duly sworn, deposes and says. that --------~Q~-----------is the ~-Q9~~~-~J?-~ the Notes Publishing & Printing Co., a Penn·
sylvania corporation, and its agent in this behalf: thart; the said company is the pub·
lisher of The Daily Notes, published daily except Saturday and Sunday, having its place
of business at Canonsburg, Washington County, Pennsylvania; that the said Daily
Notes was es:tablished August 1, 1875; that the printed notice or advevtisement, attached
hereto is a copy of a notice or advertisement, exactly as printed or published, which
appeared in the said newspaper in its regular issues on the following dates:
_______ _A~_g_g_~_t ____ 9 __ , ____ _A_~_g_g_~_:t ___ _!_§ _ _,_ ____ ~~_g-~_~_:t ____ ~_1! .... ~.2:~_? ___ , _______________________ , _________ _
that the affiant or the corporation in behalf of which ------~-h-~--------is acting is not inter-
ested in the subject matter of said notice or advertising and that all of the allegations
of this affidavit ~s t~ ~~e time, place and ch~lication are true. ..
swo'2
3
d and ,~b.odbo;t~~~;;;,;----~;---lfO~~-
---------day ~f _ ----;--"?"-------------------19 __ _
/P.. --~--~-_____ ::z:~r-----~----------.A EY":f'!-t>. J ' , ~-!otary Pub IC Notary Public
Wash1 ton o:11.y, .•a.
My oml.dSSIOr: l:.x,. i;es
"v\arch 30, 19'10
LEGAL NOTICES
EXECUTRIX'S NOTI9E
L IAM EARL MC· Estate of WI L EARL de·
WILLIAMS, ~/kt~artiers Town·
cel!'sed, Ia~~ oton County, Penna. sh1p, Was Jng t y UJlOn the J"etters Testa.~e~~-a~een gTanted
above estate h>tv~'hnotice is hero-
to the un~er~~{;~~ in<lebted thereto bY gtven .o .1' t . payment, and to rnal;;:e Iml:nec 1~.1~n1s Or llen1ands to those havmg c t'· settlement. to p.resent them or
MARIE McWILLIAMS
410 Ridge Av~enna 15317 I Canonsburg, ·
Executrix LDSON Attorney I JAMES R. DONA 614 Washington Trust Bldg.
Washington, Penna. 15301
"'Aug. 9, 16, 23, 1968 .
"· . ·~ I
· .....
•
/DECREE
tum NOW, ••. ZJ-~.1/jg f;(
the within account be-ing dulyt
caJ!e.rl for audit, the same is
he' eby confirmed nisi exceptions'
sec. reg. et sec, !e7.; and the
aH:ounJant is/arc t/iractect tp P~Y.
to ~he clerl( of th¥s court tha
office tees and expenses incident
to this adjudication and decree.
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No..... i,.J.=?.f.~ .. ::: .•.... : . ..J.$(&~ip1J•
ESTATE OF
WILLIAM EARL McWILLIAMS, a/k/a
------···--··---·········--------~~~--~~w.~-~q;N@ ____________________ _
_______________ FIRST ... and ___ FINAL_ ______________ Account of
·-------------·-···--·-----.MARIE ... Mc.WJ:LLIAMS _______________________ _
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And now to w~ ..... a. .. ~---------
19.P7., the within account presented to the Court
fo/,7firmatioA.I'I ~ _ 1 ,
------------------····
Register and Ex-Officio Clerk of 0. C.
................... J~~---~~t ... P.9NAW..~.O~--------------------------·
Attorney for Accountant
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The Court is respectfully requested to determine
proper distributio
'· ;
..
C!lnuntu· ...
·In the ru:~.ttcr or the Audit o! Account in
Estate or, WILLIAM EARL McWilLIAMS, a/k/a No. __ _ _6=3~-=68~-~3~4=2----~~~
EARL McWILLIAMS
TO THE AUDITING JUDGE:
Enter_---'m"'"y _______ """'a.ppearance ror_--=.A:...;. c~c~o:...;u:...;: n:..:. ~t..:...a..:...n:..:t ___________________ _
..
-~D~e~c~e~m~b~e~r~------~ 19~
N. B.-Counsel shaii, by separate p~per, present a concise statement of each
claim, with supporting calculation of any interest claimed. Objections
to an account as filed, shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
. ..
..
1 v : a Hd !: t 83Cl GSSt
Fonn No. RCC-62 (12-66) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961,
EFFECTIVE .JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)
• • • >
OFFICE OF THE REGISTER OF WILLS
County of. W. A .a .II. I. N. ~ .. l.Q .N .....
. . . . . . . Mari.e .McWilliama ..... · ................... of . ~.l.Q .l\~4g~./lY~.··'· .G~J;l9~~J>p.~g, .~~~~fl.• .. l.~~H ..
(Name) (Addreaa) ·
being duly _______ f?~P!Eo _______________________ .according to law, deposes and says that IJ!e is the _______ Executrix _________________________________ _
WILLIAM EARL McWILLIAMS J a /k I a (Exec., Adm., Legatee, Etc.)
of the estate of ____________ • __ EAB.L __ M£Wllo~-------------·-·whose last residence was -~-?.~~--B!.9g~ __ A.X~-·-~--~~Jm!H!!.QI ___ ___ (No.) (Street)
.Cananahul:g ______________________________ .deceased, and that the whole of the estate of said decedent, who died -~~~!~~!'! __ ~~-LJ~68
(Ciry, Borough or Township) (Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN<l:ES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
.·~j~
NONE
'
-
Personal Property
Checking Account Mellon National Bank & Trust Company, Canonsburg Office 2, 786. 97'
t
u s Treasurv -Income Tax Refund 28.89
~-""'"' 1'\1'\ I Snr--1 .1 ,.L~ ~ra~1.on -ueal:lT u• ....... = 7
K... of P Lode:e -Sick Benefits 6.00,
I ..
R@fnnd on Tnsnranc@ 1.92
',
Trwin Works -Final Pav Check & Vacation Pav 329.59
J K. of P. Lodge -Death Benefits 118.57/
lofA L j :?11-CJ/
NOTE: Yo~ may expedite the processing of this return by filing ~ith 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 andthe exact name or names in
which the account is registered. · \
Jointly Held Property
2 -
husaaftti aud wife and c.onsts ted of hottse and lot
Transfers within TWO YEARS Prior to Death
·-'
Estimated
V~lue ._.
That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly with, or as agent or deputy of
another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Mellon National Bank and Trust Company_ Ear 1 McWilliams
Canonsburg Office
-
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE
forth this fact.) DECEDENT
THOMAS EARL McWILLIAMS Son ves 1/2
KENNETH DREW McWILLIAMS Son yes 1/2
-
-
RESIQEN't DECEDENT DEBTS AND DEDUCTIONS CLAIMED
NOTE· List first five items in the spaces so provided observe notations thereon and instructions ' ' DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
KEGISTER ONLY
~-" ' Funeral expenses paid $ $
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
I
OTHER DEBTS AND CLAIMS
(*) See Note below
1
..
..
Total
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.
Subscribed and sworn to before me this ..................... . ..~P. ... A.~M4~ ...
(Executor-~
...... 16th. ........ ~· .. :·day of ...... S~pt:~ml>.E:r ..... , 1969 ..
. . . . . . . . . ~ .Y~~ .. f_}-.1
•
1?\ J~ ...... rm~TH·l.c DAGUt..llotarY ':,'!"~ ..
. ... 4~9 .R;i..clg~ .~Y.~ •............................
(Street Number)
Canonsburg, Penna. 15317 ~~.:\V: 4~/\' ~u· asblngton eou .....
-. Waabln~n~ W Expires Mar. 26, 1973 ..................................................
commtsston (City or Town and State)
In the event that any future interest in this estate is transferred in possession or enjoyment to collatera heirs of the decedent after the
expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer·inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF T~EGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for. . . . . ............................ County, Pennsylvania, do respectfully
report that I have allowed debts and deductions in the amounts aimed by deponent, except as to those items where a greater or lesser amount
is set forth in the last column to the right in said schedule above, which greater or lesser amount represents the sum allowed as a deduction.
Dated:
Register of Wills
Fonn No. RCC-62 (12-66)
Will
f: f.;r ~\t t·~ f' ~.<~;t;,~· }No.~'/.~ ... Year .t,.~
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
WILLIAM EARL McWILLIAMS,
a/k/a EARL McWILLIAMS
Deceased
Late of . Cha.t:ti~+~. :rp~~l}.:(.p ,_ ...•.....
County of ... W~~~~~~.t.~~ ..... . . . . . . . . . . .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~ ....... ....... ,v ;;p, :J:.>-rnc
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RCC·39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
' •,
Estate of McWILLIAMS, WILLIAM E.
(Last Name) · (First Name) (Initial)
SUMMARY
DATE OF DEATH
REPORT OF INHERITANCE TAX APPRAISER
.... ,
2-26-68 FILE NO. 63-68-342
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washingtc:n
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: 10-30-69 ----~~~~~--------02~2~68
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:--------------REGISTER OF WILLS
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
$ 3,271 94
$ $ ____________ +-___
3,271 94
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
38 64
3,310 58
annuities .................. o $--------+---
ESTATE TAX ASSESSMENTS $-----1---
18 6L.
3,310 58
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
$ __________ 4----
$ ___________ ~---
$------------_, __ __
$ _________ ~---
$ _________ 4----
TOTAL TAX $--------~----~---
Less tax previously paid $=====~F=====-
BALANCE $------+---
Less 5% of tax if paid within
3 months after death $=======!::::::=
Add interest at rate of 6% from
--------to -------
AMOUNT OF ESTATE TAX ASSESSED $-------+----
Estate tax paid $ ________ __..J'---
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
BALANCE DUE $---------~----
Add interest at rate of 6% from
---------~·0---------$---------~~-
TOTAL TAX BALANCE $ ----------4-----PAID $ ______ _L __
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
Administration ( No.
IN THE
Year .......... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.. ~IJ..IA~:EAit:L..l-1<lWILLIAMS
Deceased
Late of . CHAR TIERS TWP. ·····································
County of WASH ll~GTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.•,
,._.,..
Form RCC-2
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ........... .9.~.~.~~.~F .... }.9.!. ...... ~.~.~?. ..................... .
DEPARTMENT OF REVENUE
BURE'AU OF COUNTY COLLECTIONS
HARRISBURG. PENNA. I 7 12 7
COUNTY ............................. W.9:.~hi..;gg~.Q.~ ...................... ..
~'iLE NO ............. 6.3.~.6.8::-3.4.?. ......................... .
Whereas, ............................. .W.;~~~~ .... ~.~~.J: ... ~.<:Wi.:+.J.:~~~ ...................................... late of ............................ ~.~~E.~~~~~ .... ~~.!.'.~ ................................. .
in the County of ..................................... ~~.~h.~~.~!>: ............................................................... Commonwealth of Pennsylvania, having died on
the .............................. ?f~ . .:th ............................................... day of .................. f..~l:>.~Y. ................................ 19 .. ~?. ... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ................................ W.~R.! ...... C.~.~Y. ............................................................... , an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Appraisement Unit Description of A net Values Made for Inheritance
Tax Purposes
$
PERSONALTY:
Checking Acct. Mellon National Bank & Trust
Co • .~ Canonsburg Office. 2,786.97
u.s. Treasury -Income Tax Refund 38.89
K. OF P. Lodg_e -Sick Benefits. 6.00
Refund on Insurance 1.92
Irwin Works -~inal Pay and Vacation Pay 329.59 -
K. Of P. Lodge -Dea.ilh Benefits 118.2:Z
3,271.94 3,271 94
JT. HELD:
2 -$2'5.00 u.s. Savin,gs Bonds~ Seiies iasued
Dec. 1966,~ in the names of Kenneth Drew McWilliams
and Earl McWilliams. 38 64
i
Total 3,310 58
form~;·!;:~hb~~ ::~h~w""' ~~~~~·~· ~:; o~·~~~~$~;:~·P.~r.~i~i;:ii~¥::
}, " It c~ •:•: · (:II umber and Street)
...... !.eua...,_.~ ... ,.,,,~ .. ,,.., .................................................................... , Penna.
(Post Oftlee)
• • H ••• • ••• .WASHINGTON ..... County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
WILLIAM EARL McWILLIAMS
Deceased.
Late of
C.HARTlERS .... TIW.~ ... ,,,,,,oo.ooooooooOH•OoOoooOO•HoooooooH
Date of Death, HHHHF..e.br.~JY.H .. 46., H.l..99.$..H .. H ....... ..
Appraisemel!t Docket Vol., ........... ?..?. ............................... ..
Page, .... 9J.:~:~7 .... H HH ... H ........... No. HH~J..~.~.?.-:?..4.?HH ....... .
Filed in Register's Office, .9..~:t..<:it>..E3.:r.' .... J..9~..19~.9. ...
Amount of tax due $ , ·····································································
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra-isement,
Appeal f1'om Appraisement,
Entered and charged,
!
Form RC C·lO DEDUCTIONS ALLOWED IN
... • 00FFICE OF THE
REGISTER OF WILLS
"} 7t1, 0 ~ THE SUM OF . . . . . . . . . . . . $ ................... ................. . .. .
OF _ _;W:.:.,:AS:=.;H::.:,I::;N:.:.G:::;.TO=N==-----COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS ( ~-II-~ 1 DATEAPP~~··
AND AGENT OF THE COhiMONWiiALTH
Register of Wills, Agent J-:f-
WILLIAM EARL McWILLIAMS, a/k/a
ESTATE OF EAaL McWILLIAMS, LATE oF -J.C.o.~hJ.iiai.lr;.Jt...Jiue;;Jr~s...._.Tun.lll:r.IUm.r.:s:i.l.h.LJii.j,p"----------
DATE OF FILING APPRAISEMENT DAT5 OF DEATH Eeh:tna:t~ 26th, 1968
DATE NO. OF NAME OF PAYEE REMARKS AMOUNT
1 9
~
~
8
3
4 u
3
3
3
3
3
3
3
3
3
/,
4
J.
4
---.!J:..n "
VOUCHIO"
~~ Russell Marino, Register Letters Testamentary & 1 Short C. 13
~ Russell Marino, Register 2 Short Certificates ~ Russell Marino Reui~ter It Short: Certificate
10 Russell Marino, Register 1 Short Certificate 1 7 wa~h Co Reoor_ts IAdvertisine T.etters 1/,
30 Daily Notes Advertising Letters 12 Edith L. Dague Notarv 1
Marie McWilliams Executrix s Commission 1~~N James R. Donaldson Attornev's Fee
~ussell Marino, Register Filing Account 16
29 lor. Concilis Professional Services ~" 4 Oak Spring Cemetery Grave Lot & Opening 332
~w !AT T.ennard Griffith Funeral Home Funeral 1 nL.n
~rie McWilliams, Testamentary
~n.l'lrtH .l'ln nf 'l'hnm.l'l~ Earl M,.TJi 11 i .,n,.,
& Kenneth Drew McWilliams, minorf Family Exemption 1,000
5 ~aily Notes Bill 3
11 IPike Pharmacv IBill sn
12 ~uquesne University Bill 150 12 Wc~ate Service Station Bill 11?
2 ~urtis Publishing Co. Bill 5
13 IPenneys Bill 6
13 I. C. Patsch Garage Bill 165
21 INew Process Co. Bill lR
25 ~ohn Gaydos, Jr. Grave Stone 250
'l r.,. 1 ...... 1..~ .. 1"! .. ., . r_L\. tBill 17
4 ~ell Telephone Co. ~ill ~; /, n-~, "'· . . n.f' f"' U C!~l-.~~1 r.r .... ,...~ ,.~..,.
~~ Ann Howcroft,Tax Col. T~ 31 Bastin & Simonin Aeenrv Tn,::nr.,nrP Rill 11.n
T 0 T A L ------$3,717
COMMONWEALTH OF PENNSYLVANIA }sa: COUNTY OF W~HINGTON
I, Ms!:t:ie McWilliams HEREBY CERTIFY, THAT. TO THE BE•T OF
1\oCY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE srATEMENT OF DEBTS, FUNERAL. EXPENSES AND EXPENSES OP'
ADMINISTRATION suBMITTED To THE ESTATE oF WILLIAM EARL McWILLIAMS 1 aLkLa DECEASED. AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES. EARL McWILLIAMS:.:, ffic)</~
SWORN AND SUBSCRIBED BEFORE ME THIS 18th DAY OP 7~CWJ.lliams)
-?:XX=~ trl-'1:-:.,) "M_
EDITH l. DAGUE, Notary Public
Washington, Washington County, Pa.
My Commission Expires Mar. 26, 1973
(L. S.)
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