HomeMy WebLinkAboutOC1968-0355 - ESTATE OF LUTESo I{
Testate Form V
PETITION SUR AUDIT
IN THE ORPHANS' COURT OF WASHINGTON COUNTY
Estate of .. !.\nn.~:t.t.?.. ... ~-•---k~:t;~_§_, ___ ~/~/?...,.................. No ....... 3.S.S ... Qf ___ }._9.Q~----------------------------------
-----------------MX'.S.~----A.rm.e_1;:t;_a:_±.a.~-~~-1;g.$_-,_ ___ a/Js/a,_ _____ .:. ____ __Fl<!u~Lary__,--=--A..oya~ .. B ... <.Lut.es ___________________________ _
. ..
---·---··-·····-.Anne.tte: .. I.e. .. Lu.t.es ... 1; ___ ,_:: •..• ~----C·'··-------'-: ... --~ "" ............................................................... : .... ~:..~ ... ! ........................................................................ .
~Deceased
Da-te of . . . • . " -. . . -, ( ; -- . . , • • Date of
· D¢c~9ent;s death .... F..e.QrM~X.Y. ... ?.1_, ___ .l9..Q_a: ___________________ Grant of Letters ......... Mar.ch. .. 5., ... ~~.H).8 ________________________ _
This is the .. !."c.Fir.s:t~ .. and .. .F.inaJ.: ...... .-~ ... :.: .... :' ...... .' ... ~.account. filed in· this -es'tate · '1 · · ' -~ ·~ -. __ ... _ ... j • .. ; • ~ • ::+· ~ ..... ~~.! ;·
_ l_f t~.:re _h~~= be~m former accounts filed in"thisl estate,-_ list file-number or number ana term.: .. ~.None ...... : .............. ·
Election to take None Date Election Place of;
Under or Against will. (cross out one) Filed ....... None................. Record ~-: .. :.None ............ .
Name of surviving spouse ....... .No .. s.pouse .. s.urviv.ed ..... ________________ _. ____________________________________________________________________ _
List issue, where material:
. ~ .-
... ~ -j t .. ) ~ ,: ...
... --~ .... -'
Did decedert marry after execution of will? (indicate)XIScx. No. Any children born after execution of will? (indicate)
MJcx No. If pnswe r yes, name them .. :··--______ ----------.. -----···--·-----_________ .---.----.------------..... _____ .......... ________________ .. _____ ..... __ . __ . ___ ...
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Legatees~ Relationship Interest Fiduciary, if deceased or not sui juris
Loyal B. Lutes
Robert A. Lutes
Donald Ej.Lutes.
Laura Carson
Haze 1_:: Carson
Marie carson
Marjorie Carson Nist
Esther Sprowls
Madeline-Edmihston
Janet·Lutes
Lucinda Lutes
Carol Lutes
Robert A.Lutes,Jr.
William E. Lutes
First Methodist Church,
grandson
grandson
"grandson
sister
$500.and 1/3 residue
Spec.& 1/3 residue
spec.& 1/3· ;residue
cooking set . . . ··n1ece '-· wris't watch
niece string of pearls
niece ,. 'gold chain~ .
niece white gold chain
-niece---.----.. wall' bracket
none bedroom suite
gr ~ gd_. daughter) two vases, 6 spoons
gr.gd.daughter)gateleg table and
gr.grandson
gr.grandson
)qiamond ring
)radio and television
)
Washington, Penna. none spec.legacy $100.00 :lv Note: No Guardians needed--see paragraph 3{b) of Will
sui juris
sui juris
sui juris
sui juris
sui juris
sui juris
~ sui juris
sui juris
-sui juris
sui juris
minor
minor
minor
minor
sui juris
List if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: The 'specific bequests of household goods and jewelry bequeathed in items a,b,c,d,
e,f,g,i,j,and k, must all abate as deceased had disposed of all of them pr1or to
her death •. Deceased still possessed the two green vases and diamond ring bequeathe~ in item h,but had disposed of the 6 silver teaspoons and gateleg table bequeathed
therein . It partiar intes!acy, g1_ve facts: ';
None
Notice to interested p~rties. 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: ............. N.one..----------------------
File copy of Notice
and date of mailing .......... Oc:t9:b.er ... ~4~ ... l.9.6B ................................................................................ , ....................... .
Is estate subject to the filing ?fa Federal Estate Tax Return? .............. N9 .................................................................... .
Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $.1.,.88~ .. 0.0.,.on .. M.a:Y-.. 20., .... l.9.6.8.
If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ...... No.ne ..... .
Give Names and addresses of all unpaid creditors who are legally entitled to notice, tog.ether with the amounts
of such claims; state whether they are admitted to be correct; and whether the claim is denied.
All known claims except audit costs and balance of inheritance tax have
' ) been ·paid•-
) ) ) )
Give reference to such parts of the will as r~quire interpretation by the Couh; a reference to all questio!")s re-
quiring adjuqication, and a statement of any other facts deemed necessary for t~e preparation of the adjudication:
Will is clear, but many specific bequests must abate as previously stated.
No -stocks were sold:and the three grandsons, equal residuary legatees have
elected to take them in kind as equally as they can be divided, with proper
adjustments made in cash awarded, as to any inequality.
See Election:filed herewith.
Balance for distribution per account,
Itemize any additional debits not shown by account:
November, 1968 dividend-Columbia Gas . ~ ..
. ,
Total additional debits (Add)
Itemize any additional credits not shown by account: . ,.
Interest paid Mt.Lebanon First Fed.
Sav~ngs _& Loan
Helen Bev-eridge.:.notary fee-aud.pet.
Total additional credits (Subtract)
Balance for distribution
$38.00
$38 .•. 00 ...................... .
13.79/
.75/
$14 ... 54:. ...................... .
$.3~Tz.9a .. o.7. ...........•.
$.31,.821 ... 53. ............ .
If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value);
Personalty
) )
Diamond Ring appraised @$75.00,specifically bequeathed to Carol'~& Lucinda Lutes
Two green vases appr.@ l.oo,specifically bequeathed to Carol & Lucinda Lutes
One yellow gold ··lavalier appr .@$10.00-elected in kind by Loyal a. Lutes.
Stocks . ' 2oo shs. com.stock of Columbia Gas System
338 shs. com.stock of Lone Star Gas Corp.
456 shs •. com.stock ;of Allegheny Power Sys.
To1;al·--------------
All stocks elected in kind
) )
\ \
!3alance is cash
Realty
• None
@5,562.50
@8,302.13
@10,830.00
$24' 694:• 63
..
If Family Exemption claimed by Petition, give place of Record: ........... NQD~---~-~9.-i.~g_g __________________________________________ _
If Family Exemption is claimed at audit, give name, relat'ionship and basis for Claim: ..... DQ't ... C.l.a;i.m~9 ............... .
List any advancement or distribution on account that has been made, and nature and amount of same:
None
Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections
to take in kind if balance is not in cosh: residuary shares being stated in proportions:
TO:
1.
5.
6.
I'' • To Lo~al B·. Lutes, father of Lucinda Lutes and Carol Lutes, minors, diamond
ring ($75.00)·and 2·green vases ($l.OO),for Lucinda Lutes and Carol Lutes-
in accordance with paragraph 3{"h) of Will. Specific Legacy.
To Ff:cst Methodist Episcopal Church of Washington, Pa.,the sum of $100.00
in cash~paragraph 2 of Will. Specific Legacy.
To Loyal B. Lutes-the sum of $500.00 in cash.-Paragraph 3(1) of Will.
Specific Legacy.
!o Robert A. Lutes-1/3 of residue
152 shs.Allegheny Power System com.stock at appraisal-in kind.
67 shs.Columbia Gas System com. stock at appraisal-in kind.
112 shs.Lone Star Gas System com. stock at appraisal-in kind.
Balance in cash. Don~ld E. Lutes-1/3 of residue
_152 shs.Allegheny Power System com.stock at appraisal-in kind
66 shs. ·columbia Gas System com. stock at appraisal-in kind
113 shs. Lone Star Gas System com.stock at appraisal-in kind
Balance in Cash
Loyal-B .• Lutes-l/3 of residue
152 shs. Allegheny Power System com.stock at appraisal-in kind
67 shs. Columbia Gas System com. stock at appraisal-in kind
113 shs. -Lone Star Gas Corp. com. stock at appraisal-in kind
One yellow gold Lavalier-appraised at $10.00
Balance in cash.
COUNTY OF WASHINGTON, SS:
COMMONWEALTH OF PENNSYLVANIA.
The above na~ed Fiducia~y or representative thereof,
being duly ......... sworn ................. 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 oL .... his. .................. knowledge and belief .
........ Sworn ........................... to and subscribed before ~~~ tJ . ~ ------
me th;~. ·:day '!!:/J'/embsar;.·;;·--····;V······ .6a... . -to--a --· ~--r:u.-tes"-_________ / -------------------------------------··---
Sognatuce of Offocec.~~
Title of Officer ........ N.o:t,ar.y. .. Puhlic .................... :... ·······----·-··---·-··-·---·--············-·--------------------------------------·······
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Office expires .......... ~rch .. .26.,.:.19.7.l .............. .L ... .
Washington, Washington County, Penna. • • • • •• • • • • • •••"' • •• • • • a • • • • •"' • • • • "'• "• • •" "'"'"' • • • • • • • • • • • •" • • • • • • • • ••• • "'• • • • • • • • •" • • • • • • • • • ~ •
No. . ....... 3~S ..... of ...... l9.28 ... ~---············· .
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Estate of ... M.:n~-~:t.a .. J~-. ... ~JJ..t.~s ... a/Js/.a,
1 Mrs.Annetta I.Lutes,a/k/a,· I . . . I ................. !\nn~:t:-~~-· __ ];,._~Y.'t~.s................... •
1 :peceas.e_d , I _
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Fiduciary ..... ~QY.sl ... ~-•---~:t-~~§_, _________________ · , ,
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---------------------·······.··········:--------~g¢M~9-~-----···
PETITION SUR AUDIT 1
FROM WHERE, DECEDENT LEFT A WILL
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Counsel of Fiduciary will submit herewith the
following, in c'onformity with Co\-(rt Rules
adopted effective December 3, 1951, being
rule No. 9: paragraph b-e; and divisions'
thereof: shown on pages 23-24.
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1. Written praecipes of _all Counsel in the
case.
2. Copy of orderu appointing Guardian ad'
litem, if pertinent. • . '
3. Copy of Order ~ppointing Trustee. ad
litem, if pertinent ..
4. Proof of service of above.1' • ,
5. Letters Testa'mentary or Administration
C. T. A. or an attest copy of WilL'
6. Copy of invento~y a;d appraisement.
7. Proof of advertisement of grant of lette;s
if not filed with accoynt.
8. Certificate of liens ·in case any of the
funds for distribution are from judi~ia1l
sale of real vestate. l
9. Signed and itemized elections if . any
distribution in kind.
10. Copy of Federal Estate Tax return if.es:
tate is subj~ct thereto.
Adam L.. Sanders
....... B. •.. A ..... F.x.apks .................................... .
AttorneyS
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In the matter of the Audit of Account in
No. 355 , .;;:_o=f--;-____ _, t9..Q!L.!MOi
' Annette I. Lutes -~~~_.::..;c:.=.o...::;....;...__
TO THE AUDITING JUDGE:
Enter ___ ..:o:..::u:::..:r::.:;, _____ a.ppearance !or ______ 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 interest claimed. Objecti'ons
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 .
1968
....................... -.--.----·--------~----------------.. --------------------~----~-~-~-~=~====~=
~u t~r ®rp~nns' <t!nurt nf llns~ingtnn <trnunty
63-68-355
ESTATE OF No ............... Of 19 ............ , A.A.
Annetta I. Lutes, a/k/a In the matter of the .. ~~~~-LC::~g_X.!.r:.~L ........ .
Mrs. Annetta I. Lutes, ajkja Account . of ..... LQY.0..L~.! ... L.1Jt.E?.$ . ., .................... .
Annette I. Lutes, Deceased. Executor
ADJUDICATION AND DECREE
And now .... P_f}.c;::~.I!l:~-~-r;_ ________ ~---··············-t.ii:---, 19.9.$ ... , this matter came on for hearing,
audit and distribution at this session and testimony taken; and thereupon, upon due consideration
th~reo82he g;giance for distribution in the hands of the Ac_countant_ is determ_in_ed to be
$ .. .1., ...... 1.. .......................................... and the account is accord 1 n g I y conf1 rmed; and 1t IS ordered,
adjudged and decreed that the said balance be paid out by the Accountant in a~cordance wi1th _the
schedule of distribution hereto attached and made a part hereof, unless except1ons hereto be filed
sec. reg. or an appeal be taken herefrom sec. leg.
SCHEDULE OF DISTRIBUTION
Balance per account .................................................................................. .
Additional debit asked at audit
Additional credit asked at audit
Balance ............................................................................... · ........................ .
Deduct Clerk's Costs & Receipts .............................................................. ..
38.00
14.54
45.50
$31,836.07
$3.1. ... B.Z.L .. 5.3.
$3l,'f£76.03
Attorney ............ $.?.-D.<!:~r.~.-~ .. f."f?.-Dt:~-----·············· ................................. .
First Methodist Episcopal Church, Washington, Pa.,
legacy, (tax exemption certificate filed),
tJ ,Ye...-~A'~ h ~""C' tf (l,A. dL 'iJ lf-t"";_ .
~c:ht~
Loyal B. Lutes, Custodian, as set out in the will of two
green vases and diamond ring, held in kind and distribute
as such at the appraised value, items to be held for
Lucinda and Carol Lutes, greatgranddaughters,
Loyal B. Lutes, grandson, legacy,
Loyal B. Lutes, grandson, 1/3 residue, including cash,
152 shares Allegheny Power System common stock; 67
shares Columbia Gas System common stock; 113 shares
common stock Lone Star Gas Corp.; one yellow gold
lavalier; held in kind and distributed as such at the
100.00
76.00
500.00
appraised value, per election filed, 10366.68
Robert A. Lutes, grandson, 1/3 residue, including cash,
152 shares Allegheny Power System common stock; 67
shares common stock of Columbia Gas System; 112 share~
Lone Star Gas Corp. common stock; held in kind and dis-
tributed as such at the appraised value, per election filed 10366. 68
Donald E. Lutes, grandson, 1/3 residue, including cash,
152 shares Allegheny Power System common stock; 66
shares common stock of Columbia Gas System; 113 share~
Lone Star Gas Corp. common stock; held in kind ang'dis-
tributed as such at the appraised value, per election filed 10366.67
~$31' 676.03
$31,600.03
$31,100.03
No balance
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ESTATE OF
Annetta I. Lutes,a/k/a,Mrs.
Anne.t.ta ... I ....... Lu.t.es.,.a/k/a.,. .................. . Annette I. Lutes
........ Fir.s.t .... and ... Fina.l ................ Account of
Loya.l .... a. .•.... Lut.e.s.,. .... Exec.ut.ar .... af .....
f t.be .... Es.tat.e .... of .... Anne.:tt.a ... I ....... Lu.t.es ,
a/k/a, .... Mrs .•.... Anne.t.t.a .... I .•... Lu.tes . .,
a/k/.a., .... Anne.t.te .... I. •.... L.ut.es.,. .... dec .. ' d
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And now'to wit .. ':4--~£
ua:he within account presented to the Court <::>
for confirmation. :1
----R~?!!;Z~--Register and Ex-Officio Clerk of 0. C.
Adam L. Sanders
....... B .•.... A.· •.... F..ranks ................................................. .
AttorneySfor Accountant
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The Court is respectfully requested to determine proper distributi:?;a:;:at:r. _J7~
Counsel for Accountant
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The First and Final Account of Loyal s. Lutes, Executor of the
Estate of Annetta I. Lutes, a/k/a~. Mr~ Annetta I. Lutes, a/k/a..L
Annette I. Lutes, deceased, late of City of Washington, Washington
County, Pennsylvania
The Accountant is charged as follows:
1968 -Principal-Personalty
Apr. 2 To amount of Inventory and Appraisement
filed
1968
To amount of Social Security check for
February, 1968
Income~Personalty
To dividends received, death to account,
from Lone Star Gas stock
To dividends received, death to account,
Columbia Gas stock
To dividends received, death to account,
Allegheny Power stock
To interest received, death to account-
Mt. Lebanon Federal Savings & Loan
Association
Total---~~----~-~--~~----
Principal-Realty
None
Income-Realty
None
TOTAL ESTATE
Principal-Personalty $35,567.31
Income-Personalty 1,177.37
Principal-Realty 0 0 00
Income-Realty o.oo
Total Estate----------$36,744.68
Total credits claimed--~--------~-4,946.61
Balance due-----------$31,798.07
$35,530.31
37.00
$35,567.31
$ 283.92
152.00
419.52
321.93
$1,177.37
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Tho A~r ~nnt~nt·~.~1.,..;mc. "..-on.;+.,. nn+ n-F +ho ~~~o+"" ,..-t: .,..,.;n oc.+ ... +o tn,.w; t •
Nc ~of
Date Vo'l.l t:her Payee Remarks Amount
1968 -I
Mar., 1 1 Russell Marino, Reg. Letters Testamentary 23 50
Mar. 11 2 Washington County Reports adver.grant of letters 12 50
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Mar. 29 3 Piatt Funeral Home funeral of dec'd 1,073 81
Apr. 2 4 Helen Beveridge notary fees-inv. 1 50
Apr. 2 5 Russell Marino, Reg. filing inventories 3 00
Apr. 4 6 Commonwealth of Penna. debt of dec'd (Torrence) 184 60
May 20 7 Russell Marino, Agent acct.of inher.tax 1,881 00
Aug. 11 8 Malcolm L. Morgan, Coli. 1968 four mill tax 100 70
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Oct. 4 9 Moreland Vault co. stone for grave 135 00
Oct. Of 10 Observer Publ. co. adver.grant of letters 12 50
Oct. 11 11 Helen Beveridge notary fees~acct.& D & E 1 50
Oct. J;j 12 Adam L. Sanders attorney fee 1,500 00
Oct. ''t 13 Russell Marino, Reg. filing account 17 I 00
. Tot.al credits claimed.-:,_~ ........ ..,"""...,. ........... --........ $4,946 61
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Washington County RePo~ Estate Notices
ea:e~~~
Washington, Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
• ~or.
In compliance with the Newspaper Advertising Act of May 16, 1929, P. L.
1784 Sec. 3, paragraphs (3) and (25).
CouNTY OF WASHINGTON)
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, publis'hed 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 oi 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:
............ .Ma.t'.C.h ... l.4.., .... ~l.. . ., .... ~S..,. ... .1.9.6.8 .......... .
that the affiant or the corporation in behalf of which he is acting is not interested
in .the ~ubje;ct mat~~W.s~c~ advertising and that all ~f the allegations ot ...... ,, .. ,
<h" •ff•dov>< " <6 <he~d oh'""" ((J PiililiOM>oo •re-o. · '''"~~ ~4: ................... ~ .......... ,&1-~;~~······ ~) .l ~ ----~--'-t/~~. ~
Sworn to and subscrib d ~his ~ .· ,)~f
... :?..?~.~E.• .. day of ......... ~;:~.~ ..................... , 196 .. ~... •. ;;;:.i;~tmf ~ /?f / .. >{1-1~
.... /f..~~-~ .. ~........... ... .
otary Public
KATH&RINE C. YARD, N
Washington, Washington Co., Pa.
My Cummission ExpiN!S
Novemiler 1, 1969
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 anef to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys. •
• • • • • • • e • • • • • • • • •
LUTES, ANNETTA I., a/k/a MRS. ANNETTA I. LUTES, a/k/a ANNET-TE I. LUTES, Dec'd.
Late of City of Washington, Wash-ington County, Penna. Executor: Loyal B. Lutes, 203 Galley Rd., Canonsburg, Pa. Attorneys: B. A. Franks & Adam L. Sanders, 611 Washington Trust Bldg.,
Washing.,::_to~n:!!·~P..::a::.· _________ J
Observer -Reporter
WASHINGTON, PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May, 1929,
P. L. 1784, as amended.
Commonwealth of Pennsylvania, County of Washington, SS: ........... .
Pe·rsonally ap·pear·ed before me, a Notary Public in and for said County
and State, ......... F.J..~b-.~.~.4 .... ~ .. '! .... 9~~~~---············· who beillJg duly sworn
according to law, deposes and says that he is the S.e.c.~ .. y. ...... & ... .Tr.e.a.s .•
of the Obs1e.rver Publishing Company, a Ptennsylvania corporation, and its
agent in this behalf; that the said Company is' the owner and publisher of
the Observer-Reporter, succ,essor to The Washington Obs·erver, established
Se.ptembe,r 18, 1871, and The Washington Reporter, established August 15,
1808, a daily newspaper of general circulation, printed and published and
having its place of bus.ine~s at Washington, Washington County, Pennsyl-
vania, where it or its predecessors have been established and published
continuous,ly for more than six months' prior to the publication of the notice
hereto attached; that the printed notice or advertisement hereto attached
is a copy of an official advertisement, official notice, legal notice or legal
adve·rtis·ement, exactly a:s printed or published in the Obs1erver-Reporter in
its regular editions on the following date or dates; ........................................... .
......................... Ma.r.c.b ... .l.t~ •.... l~t ... ~.n4 .... 2.S .. , ..... l9.J~~---------·············----------------
that neither th'e affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the aUega-
!~~~!. tM• a!fldovlt Mt~ ~· tl~':EZ:;;Et£::"
Sworn to and subsc~ ... /efore me this ... ~.S ... day of .. ~~-~~~---J:-~~8 ---~ft!.)~:rrL ... 2// ... d~~-----.-·-------u 1'1M;nUJJ.Illl ~~ DllAJttT, NVIArlT , ·tSLI(;
''/ISiii~:G·~·~.' : •.\"H I T"l'; "'_'JNTY tN. 26752
MY 20MI·iiS~•C~l tX?IRtS 1-.lAY &, mr
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--=-----------"'!"'..,.="': ~. 'r.;t~· .~ • • EXECU~ORS'NOTICE I
.. E~~TE Of<if.A'nnetta I. r; .. e~./ ~ -a'.J<'Zl:;,1M.rs. 'Anne,Sl.a I. Lutes, a/J<'(ar · '.Ahnett'e"' 'I. LufeSJ[deceased late of itY;-; .. • of . Wasl)ington,, ·" W ashmgton
<><T'tinty, ~eiin~a .. ,1 .~~ _ ers\li.i'l,testamentar.~ upon the 'esfa"te having b~ granted .to ndersigned, · no't;).S.t;t is hereby g1ven to those indebted• thereto .. to
make immediate p~ent and 'to ' those having claims· •·or:.· demands to i present them for settlement. Loyal B. Lutes 203''Galley Road
. ·. ·· ·Canonsburg, Penna. ,· }E.xecutor
, B. A. Franks -:'1/f.l • Adam L. Sanders,.,,,,. ~ 611 Washington Tru.st Bldg •
Washington, Pen·~ ·Attorneys 'f-~ ~;1· 6860·Mon·3t.
------------···--.--~-----------------------~---------------..
,~~-.,. ,_....
Cltnmmnumralt4 nf Jruuayluauia,}
D!hts~iugtnn Qlnuuty, !ll1.
KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid
on the 5th. 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
Annetta I. Lutes
late of City of Washington in the County aforesaid, deceased,
(a true copy whereof is to these presents annexed), was duly admitted to probate; and
Loyal B. Lutes
the Executor 111 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 TEST AMENT AR Y, unto the said
committing unto
Loyal B. Lutes
Him the administration of all and singU'lar the goods and
chattels, rights and credits, which were of said deceased, and requiring Him
to exhibit a true and perfect inventory thereof into the Register's 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 5th.
day of March m the year of our Lord one thousand
nine hundred and Sixty Eight
.............. ~ .... -~~.
Register
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WILL
I, ANNETTA I. LUTES, of the Borough of East Washington,
Washington County, Pennsylvania, do hereby make and declare this my
last Will, hereby revoking all other Wills heretofore made:
1. I direct that my executor pay all of my just debts
lj and funeral expenses.
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2. .I beq_ueath unto the First Methodist Epi-scopal Church
ii ti :i of Washington, Pennsylvania, the sum of One Hundred and No/100
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{$100.00) Dollars without deduction for inheritance taxes to be
used as the proper officers of said church see fit.
3. I make the following bequests:
' . (a) To my sister, Laura Carson, my five piece
Guardian cooking ware set;
l: (b) To my niece, Hazel Carson, my Hamilton wrist
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< watch if she is living. If she is not living, then to Lucinda and
Carol Lutes to distribute as they see fit when they become old
enough in the opinion of their parents to make distribution;
~ (c) To my niece~ Marie Carson, my string of pearls
' if she is living. ·If she is not living, then to Lucinda and Carol
Lutes to distribute as. they see fit when they. become old enough in
the opinion of their parents to make distribution;
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"YJ...o (d) To my niece, Marjorie Carson Nist, my gold chain ·
'\;'lith pendant having a pearl setting;
~ (e) To my niece, Esther Spro'tvls, my white-gold chain
with pendant having a blue setti11.g;
~ (f) To my niece, Hade line Edmindston, the hand
carved 'tvooden wall bracket which I purchased from her;
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:1 (g) To Janet Lutes, wife of my gran9son, Loyal B.
II a . li Lutes, my ne'tl1 walnut bedroom_ suite with-springs, mattress, pad,
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ij pillows, two night stands, mirro~, Loyal's hand-made lamp and
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;! double dresser; i! ,,
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l! (h) To Lucinda and Carol Lutes, daughters of my ,, ,, ,,
;i grandson, Loyal, my two green vases which customarily rest on the-
{\~ li living room mante~~d ~i~lver ~:~~=ns engraved with name .. 11
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;i 11Annetta" and my gateleg table and my diamond ring, the girls to
lt l ~~ 1 u ' !! distribute said things between them as they see fit when they become
,, ii old enough in the opinion of their parents to make distribution. tl li :I ); :: ;, ll '· ~ j
Meam-Jhile, my grandson, Loyal, shall have custody of said articles;
(i) To my grandson, Donald Lutes, my writing desk.
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with the two small gold decorated vases which rest on it and my
~ I l dinette 6onsisting of table and four chairs; ,,
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(j) To my grandson, Robert Lutes, my living room
1 suite of couch ar1d two chairs and my magazine table, the mantel
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1 clock and the light green living room lamp;
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(k) To the sons of my grandson, Robert, I leave my
radio and television to use and enjoy as they grmoJ up;
(1) To my grandson, Loyal B. Lutes, the sum of Five·
Hundred and No/100 ($500.00) Dollars.
~ L~. All the rest and residue of my estate I devise and
bequeath to my grandsons, Loyal B. Lutes, Robert A. Lutes and
Donald E. Lutes, in equal shares .
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5. I appoint Peoples First National Bank and Trust
II !I , Company e~ecutor of . this Will.
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l1 •' li I' ;j IN \fiTNESS m-IEREOF, I have hereunto ~et my hand and seal
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I! this -1,i day of August, 1958. ,,
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We, the unders~ned witnesses,
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were in the presence of Annetta I. Lutes
above instrument and declare it to be her
subscribe that
~e dld "t-7itness
last \.Jill.
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(SEAL) :
while we
her sign
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CODICIL
I, ANNETTA I. LUTES, of the Borough of. East Washington,
Washington County, Pennsylvania, do hereby make this Codicil to
.. my last Will dated Augtist 26, 1958.
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I change the appointment of my executor and I hereby
remove Peoples First National Bank and Trust Company, now
:f Pittsburgh Natio~al Bank, and substitute as executor of my Will
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my grandson, Loyal B. Lutes. The remainder of my Will I reaffirm.
IN WITNESS WHEREOF, I have her·eunto set my hand and
seal this ·"/·7 r;l .< .. / day of ·; ~· J JL '7. » 196la
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We, the undersigned witnesses, subscribe that while we
were in the presence of Annetta I. Lutes we did witness her ·sign
the above instrument and declare it to be a Codicil to her last
Will.
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COPY OF INVENTORY
. DOIUY PAbllc
Loyal a. wtu
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My eom.axp ..... 6,1911 :lfotuy Public
. Wdhinotoa,WMb.Coun,y,Pa.
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lfnntntnrg attb .Apprat.stmtnt of the goods and chattels, rights and credits. which were
Atmetta I. wt• 8o¥oqh of S.t W•blrttta uf ............................................................................................................................................ late of ................................................................................................................................... .
Washington County, Pa., taken and made in conformity with the above affidavit.
ssa •ha .coa.nocir. t:4 L.ort• stu GM eo.rp. ta4.S6al
4:56 • ._ .eolll. stock ot Allo;tteav Powe• SYt.GaJ. 7.1
Savings AcCOUAt No. X•l914 la at. Le'balton PecteJt•J.
DOLLARS . CENTS
a.soa.l:s
10,8.10.00
Saving• I t..on 101602.04·
Clwcld.tlf account !o Uftion Nattooal B6ftk of Pi'tt•t..r:th 56.74
One: Peezot Naek:la.ce no valu•
One· Ladlft alto 901d (1/J c~t.)d!doag x-tq 18.00
Oft• ye1101if tJOld 1ava1ier 10.00
two vMu 1.00
Pe~sooal:tv
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IN THE ORPHANS ' COURT OF
WASHINGTON COUNTY, PENNA.
No. 63 -68 -355
Estate of:
Annetta I. Lutes, a/k/a,
Mrs. Annetta I. Lutes,a/k/a
Annette I. Lutes,
Deceased
PAY TRANSCRIPTS
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ADAM L. SANDERS
.ATTORNEY .AT LA.."W
WASHINGTON, PA.
WASHINGTON TRUST BUILDING
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IN TilE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
Estate of: )
Annetta I. Lutes,a/k/a, )
Mrs. Annetta I. Lutes,a/k/a,) . .
Annette I. Lutes, )
Deceased )
No. 63 -68 -355
PAY TRANSCRIPT
I, Donald E. Lutes, do hereby on the date set forth below,
acknowledge to have received from Loyal B. Lutes, Executor of the
Estate of Annetta I. Lutes, a/k/a, Mrs. Annetta I. Lutes, a/k/a,
Annette I. Lutes, deceased, late of City of Washington, Washingto~
County, Pennsylvania, the sum set forth below, being the balance
in distribution due me, in said estate, awarded by the Decree of
Distribution of the Orphans' Court of Washington County, Penna.,
dated December 23, 1968.
In Witness Whereof, I have hereunto set my hand and seal
this 3/ day of January, 1969.
Donald E. Lutes, grandson, 1/3 residue,
including cash, 152 shares Allegheny Power
System common stock; 66 shares common stock
of Columbia Gas System; 113 shares Lone Star
Gas Corp., common stock; held in kind and
distributed as such at the appraised value,
per election filed
$10,366.67 ~~~ (Seal)
IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
Estate of: ) . .
Annetta I. Lutes, a/k/a, )
Mrs. Annetta I. Lutes, a/k/a,) No. 63-68-355
Annette I. Lutes, )
Deceased )
PAY TRANSCRIPT
I, Robert A. Lutes, do hereby on the date set forth below,
acknowledge to have received from ~oyal B. Lutes, Executor of the
Estate of Ann~tta I. Lutes, a/k/a, Mrs. Annetta I. Lutes, a/k/a,
Annette I. Lutes, deceased, late of City of Washington, Washingto
County,_Pennsylvania, the sum set forth below, being the balance
in distribution due me, in said estate, awarded by the Decree of
Distr~bution of the Orphans' Court of Washington County, Penna.,
dated December 23, 1968.
In Witness Whereof, I have hereunto set my hand and seal
this JJ day of January, 1969. -----~;~-
Robert A. Lutes, gran~son, 1/3 residue,
including ca~h, 152 shares Allegheny Power
System common stock; 67 shares·common stock
of Columbia Gas System; 112 shares Lone Star
Gas Corp. common stock; held in kind and dis-
tributed as such at the appraised value, per
election filed _,
IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
Estate of: )
Annetta I. Lutes, a/k/a, )
Mrs. Annetta I. Lutes, a/k/a) No. 63-68-355
Annette I. Lutes ) . .
Deceased )
PAY TRANSCRIPT
I, Loyal B. Lutes, do hereby on the date set forth below,
,
acknowledge to have received from Loyal B. Lutes, Executor of the
Estate of Annetta I. Lutes, a/k/a, Mrs. Annetta I. Lutes, a/k/a,
Annette I. Lutes, deceaseq late of City of Washington, Washington
County, Pennsylvania, the sums set forth below, being the balance
in distribution due me, and that of Lucinda and Carol Lutes,
great granddaughters of Annetta I. Lutes, in said estate, awarded
by the Decree of Distribution of the Orphans' Court of Washington
County, Pennsylvania, dated December 23, 1968.
In Witness Whereof, I have hereunto set my hand and seals
this zh
I
~ay of January, 1969. •
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Loyal B. Lutes, Custodian, as set out
in the will of two green vases and
diamond ring, held 1n kind and dis-
tributed as'such at the appraised
value, items to be ~e~d _,for Lucinda
and Carol Lutes,. greatgranddaug~~ • ~
$ 76.00 .I ~ ~ (Seal) ->
Loyal B. Lutes, grandson, legacy
$ soo.oo*~~-(Seal)
Loyal B. Lutes, grandson, 1/3
residue, including cash, 152 shares
Allegheny Power System common stock;
67 shares Columbia Gas System common
stock; 113 shares common stock of
Lone Star Gas Corp., one yellow gold
lavalier; held in kind and distributed
as such at the appraised value, per
election filed' •
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IN THE ORPHANS 1 COURT OF WASHINGTON COUNTY, PENNSYLVANIA
Estate of: )
Annetta I. Lutes, a/k/a, )
Mrs. Annetta I. Lutes, a/k/a,:
) No. 63 -68 -355
Annette I. Lutes, . .
)
Deceased :
PAY TRANSCRIPT
We, the undersigned, do hereby on the date set forth below,
acknowledge to have received from Loyal B. Lutes, Executor of the
~state of Annetta I. Lutes, a/k/a, Mrs. Annetta I. Lutes, a/k/a,
Annette I. Lutes, .deceased, late of City of Washington, Washington
County, Pennsylvania, the sum set forth below, being the balance
in distribution due .us, in said estate, awarded by the Decree of
of Distribution of the.Orphans' Court of Washington County,
Pennsylvania, dated December 23, 1968.
In Witness Whereof, we have hereunto set the hand and
seal of the First Methodist Episcopal Church, Washington, Pa,
this~ay of January, 1969.
First Methodist Episcopal Church,
Washington, Pa., legacy (tax exemption
certificate filed)
$100.00 -~~.·-T~---~~-+~~~~~
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IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
Estate of: )
Annetta I. Lutes, ) No. 355 of 1968
Deceased )
ELECTION TO TAKE IN KIND
We, Loyal B. Lutes, Robert A. Lutes, and Donald E. Lutes,
the three residuary legatees named in the Will of Annetta I.Lutes
deceased, hereby elect to take in kind, at their appraisal values
the items set forth under our names herein, and request the
Orphans' Court of Washington County, Penna., to award same to us,
namely:
Robert A. Lutes:
152 shs. Allegheny Power System,com.stock @ $3,610.00
1,863.44
2,751.00
67 shs. Columbia Gas System, com. stock a
112 shs. Lone Star Gas Corp.,com. stock @
Total-~-----------
Donald E. Lutes
152 shs. Allegheny Power System,com.stock
66 shs. Columbia Gas System, com. stock
113 shs. Lone Star Gas Corp. com. stock
Total-------------
Loyal B. Lutes
152 shs. Allegheny Power System, com. stock
67 shs. Columbia Gas System, com. stock
113 shs. Lone Star Gas Corp. com. stock
Total----~--------
One yellow gold lavalier
Grand Total------------
-;-;t;;P Dated November ..3o , 1968
$8,224.44
@ $3,610.00
@ 1,835.63
@ 2,775.56
$8,221.19
@ 3,610.00
@ 1,863.44
@ 2,775.56
$8,249.00
@ 10.00
$8,259.00
Form RCC-33
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COMMONWEALTH OF PENNSYLVANIA
DEPARTM~NT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT COUNTY OF ..... WASHl.NG.T.ON ........................................... .
IMPORTANT: This return must be completed ill detail and filed in duplicate, with will attached, with the·
Register of Wills of the Co~nty wh~re decedent resided; Return is due within one year after
date of death, unless an ~xtension is granted by the Secretary of Revenue. (Section 703 of
___ t.h~ _InlJ.eritance_ !J.n!l :E.st,ate ~ax ;\ct of 1~91.)
IN Til£. MATTER Of. '111E·J:.STATE OF Annetta I. Lutes ,atkta,Mrs .Annetta I. AFFIDAVIT oF
Lu:t.es. , ...... .a./k/8;-~~t~!!~~d~~=~t)Lute.S ...... , .......................... ,... EXECUTOR
Late of Ci.ty.. ..... af Was hi.ng.t.O.Q.,,:Wa.s.b..ir.P..9.:t. ~unty
State of ................... Penns.y.1v.ania ....................................... }
. ss:
County of Washington .................... , ............... ,......... .....-;.._..;-/ ,/ ~ -~~
................................................... Lo.y:al ..... s ....... ·.Lut.es ....... , ..................... " ..... :~/~ .................. :.::. ... , .......... ::::::-. .:::= ..................................................... .
of the estate of the above-named d~cedent being~dUJy sworn, depose s and say S : . ----
Eucutor
Decedent died .............................. F..ebrua:r.y: ........... 27.t.h ....... , t968 ......... J testate leaving a last will, copy of which is hereto attached. }
(Month) (llay) (YI:Ilr) l ~
Name and address of attorney or} .... Adam L. Sanders, ... Att.y .•. at ..... Law ................ .
other authorized representative to
whom all correspondence should be. 611 Wa$,1:li,Qgj;()J:l 1'J:'1J,!:>1: Bl,<:}g,..,
mailed. Washington, Penna. 15301
That as such ...... Execut.o.r ................. depon~nt is familiar with the affairs of said estate and the property con-
< Ex.,cu tor-Administrator)
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 iiJ. decf;'!dent's individual name, with right of access by another as agent
or deputy, with the exception of the following::-·
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
none
·THIS SAFE DEPOSiT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO. DE(:EDENT
That the contents of sald safe deposit box or boxes are itemized under Schedules of this ---return, with the exception of the followiqg, for the reasons .hereinafter set forth:
That Schedule A attached hereto am~ 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 enc~brances upon each parcel of real property at the date of death, giving
the amount still due at death, pame of mortgagee, date, rate of interest, and book and page of record
thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels, the estimated market value thereof as of date of death of decedent. ·
That Schedule B attached hereto and !llade part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent
at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks
of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for
any other person or persons giving also separately the accrued interest thereon, if any, down to the last
interest day prior to decedent's death in the case of savings banks, and to the date of decedent's .death
in all other cases; all bonds, postal savings, treasury certificates or notes and ot~er 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~tate,-or ~olitical' subdivision thereof, or of
any foreign country, which ar_e owned at .the time of death; all wearing apparel; je-welry, silverware, pic-
~ . tures, books, works of art, household furn:l,ture, horses, carriage_s, .automobiles, -bo.ats, 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 mortgages held by decedent and of all claims due and owing decedent
at the time of death, and all promissory no,tes 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''f~ir 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 Ufe insurance polici·es carrie<f by decedent; all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent; and all the corporate stoc~s 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 securiti~s owned by the decedent ~t the time of death, with the market
value thereof at such time.
• -j
In the case of securities of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the'date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business as may be pertinent to a .fair ~Q.d just appraisfn of the decedent·• s interest ,.. c ( . '-... . .......... therein must be submitted. It should also set forth in itemized form, together -with the fa'ir '·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 for'th 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 o~
after death, said schedule sets forth the nature and value of such property, t~ whom transferred~ ~he
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. J:n the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule' ii' c'ony
of the deed, trust agreement or other instrument creating the :trust. Thero~ is also set forth in said
schedule a list of all property, real and personal, with its value, which pa~ses 1:!-t 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 o.r~ joi~tly, by the wpl, deed, or other instrument of another,
with a copy of the instrument creatil)-g such power attach~d 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, rthe nature of their res-
pective interests, their relationship, if any, to the decedent,. together with the ages at the time of,
decedent'~ 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,-standtng 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 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 coilater.al 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" a.s directed therein,-
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ................................ .
............. #L ......... day of ...... a ................. t9 .... 6s .. .
~JJ ~~ ~-·· ......... "........... Notary Pubii,c ........
My Com.Exp: March 26, 1971
Washington,Washington County, Penna.
2 ·' .--:--~« ····~~~~~~~-···
./"': .203 ..... Ga1l.ey. .... Roa.d ................................................................... .
(Street Number)
.cano(Ji~u;_gf~!:r:::t·s~~)" ..................................... .
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and sched\lles annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
RCC-34 (1-64)
'-COMMO'NWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Where property heid as joint tenant or tenancy by entireties, report on Schedule "E". Property h!"ld by
the decedent as tenant in common with another or others, should _be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commo['lwealth of Pennsylvania should be ( 1) (2) (3\
described by lot and block number, street and street nu!Tiber, together with DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted from this schedule.
None
r
/ ,.../··
/
~
vt
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.
/
RCC;-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 ~f 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
200 shs.common stock or Columbia Gas
SystemS~~---------------------@27.812
338 shs.com.stock or Lone Star Gas
-' Corp.------~-------------------@24.562'
UNIT
VAI;UE
ESTIMATED
MARKEr VALUE
5,562.50
8,302.13
456 shs.oom.stock or Allegheny Power Sys @23.7'-10,830.00
Savings Account No. ,X-2914 in Mt.Lebanon
Federal Savings & Loan.:j--C_\.ttt~;I'... 7..£9S ~,.,.,-l~ ?I
Checking Account·~ Un~~ National Ba~
or Pittsburgh ----~~ 1Fo£t-r--'f'(/ _ t; s z,:p . . . v
One Pearl Necklace----------------------. \ .
One Ladies white gold (1/3 crt.)diamong r ~g
One yellow gold Lavalier-----------~-----
Two vases-----~-~-----------------------
(
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column· on the last page of this return.
X X
10,692.94'
~35,530.31
DEPARTMENT VALUATION
(Do not write in
this space)
RCC-36
CO\f\!0~'\T<: \LTH OF PENN SYLVAN I,\
T1L\NSFFR INHElUTANCE TAX SCHEDULE "C"
TRANSFEilS
l"L"SS IDE:-.IT DECEDENT
(1) Dirt rtecedent, within two years ofrteath, 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:
(4)
(5)
(6)
(a) Age of decedent at time of transfer -----------
(b) State of decedent's health at time of making the transfer. (Note 1).
(c) Cause of decedent's death. (Note 1).
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?
Did decedent in his lifetime 1nake any transfer without receiving a val_u_a_b_l __ e_a_n_d--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) ---4D~OUL------
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) no
If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others ________________________________________________________________________________________ ___
(7) Did decedent in his lifetime make a transfer, the COJ1Sideration for which was transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) nn
(8) Did decedent, at ?-nY. time, transfer property, the benefici~l enjoyment of whicJ:! 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) ____________ _
NOTE 1: The answers to these questions should be supported. by affidavit by the attending physician as
well as a copy of the dea~h 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
None
/
[nsP.rt this total opposite "TransfP.rs", Schedule "C" in the
"As Reported" column on the last page of this return.
MARKET VALUE
(Estimated)
DEPT. VALUATION
(Dept. Only)
Rc'C-38
COMMONWEALTH OF PENNSYLVANIA
Tl\1\NSFER TNHEIUTANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRrCTIO!'iS: This scherlule must disclose all property, real and personal, owned by the rlecedent jointly
with another or others, including intangibles, standing in the name of the decedent and others. List
real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule
"A", plus the date and place of record of instrument effecting vestiture, but do not include entireties
or out of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-~wners to
the decedent.
Description of Property, Date of Acquisition, Name!
Address and Relationship of Co-Owners, and Place j
of Record of Instrument, where Rea! Estate. 1.
None
Unit
Value
Percentage
Share
Estate
Valuation
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Decedent's
Interest
\
h
· R'cd-3'7 ·(12-63)
('l):\1:\lll:'\\\"E.-\l.Tll OF l'E:'\:'\SYYl.:\Nl:\
TR:\NSFl·:R 1:'\IIEHIT:\!IiTE TAX
RESIDENT DEL'EDE:'\T
\ ..
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED ' (If step-children or State full names and addresses of all who illegitimate children DECEDENT
ave an interest, vested, contingent o'r other-are involved, set STATE YES
wise, in estate) forth this fact.) OR NO
T .OUA 1 'R T .11-foOC! nrAnnc::nn UOC!
203 Gallev Rd Canon!:;bura .Pa
Rob@rt A Lut~c:: ,..-~nnc::on \TPC:: -T.nnic::ui11o Kon+nro'k-H .,
DnnA1n E LntPc:: nrAndc::on UOC! -.,
a .. ,.+.: ... 'h. .. ..-;. n'h.;,...
""7
MAr;nriP r.Arc::nn Ni~t niece ves
Ejttsbnrnh PonnA
Rc::thor ~nrnw1c:: niece ves
n n 'k-n.n1A7n
MAilo1ino k'nm;nc::ton ni~c~ ves
I:;() I:; lAl'~eh; nn+.nn ~+
Ron+l o'"'; 1 1 o PonnA ,
.TAnot Ln+oc:: non~ v~s
?()-::t C:Allou ~n C'Annnc::hn rn P~ , ' ,
Lu~i nrla Lntt:~c:: G .ar . dauaht~r v~s
?()':t r::~11ou ~n r.Annnc:::hnrn.P~ ,
r.Arn1 Ln+oc::: G . nT dauahtPr VPC::
?()?,. GA11ou ~n C'Anonc:::hnrn P~
~.nhor+ A Lutoc:: .Tr G .ar son v~s
T . .nni c::ui 1 1 o J( on +n t" lnr
w;,,;~m i.-T n+oc:: c: nr c::nn tTOC::
..
'"
~
. --
' .
DATE INTEREST OF
OF BENEFICIARY
IN ESTATE BIRTH
__so_ec and 1/~ TPc::
~DP~ J:>nn 1 /-=t ..-oC! .
~n~c Ann 1 I?. roc:: .
.sne.c .
s.Qec_.
lsoec
c::noro .
soec
C::DP~ .
n
soec
..sD2_C_ .
..
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
T ..,,...,...,. ("'..,..,..,...,....,.,. _Q;C::i-0'1"
u~.,.,., t'"'~rc::nn -niot"o
M ... ..-.;,.. ("'.,.,..,.,.....,. _ ... .; ..,.,.. ......
-
/'
Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS
948824 OFFICIAL RECEIPT
No Transfer Inheritance and Estate Tax File No 63=68-355
Date May 20 19~
Office REGISTER OF WILLS. WASHINGTON, Pa.
WASHINGTNN County, ss: Received from Loyal B. Lutes
(Executor~~ of the estate of ANNETTA I. LUTES
who died Eebx:nax:;¥: 27 19~ the sum of QNE THQIISANn EIGHT HUNDRED EIGHX¥-ONE ~ ng LlQ{Pollars,
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: i
Appraisements Made and Filed Computation of Tax
Real Estate Tax on$ 5% $ Date Valuation
$ Tax on$ 10% $
On Account 6%
$ Tax on$ ~$ l,98Q.QQ
Total $ Tax on$ 15% $
Personal Property Exemptions * $
Date Valuation
Total Estate $ $
$ Total Tax $
Total $ Less Tax Previously Paid (if any) $
Total Gross Assets $ Balance $
Less Debts and Expenses of Less five per centum of tax if paid
within 3 months after date of death $ 99.QQ Administration $
Clear Value of Estate $ INCQ~fPLETE Amount of Estate Tax Assessed under
Valuation of Life Estates or Annuities the Act of May 7, 1927. $
Date 19 __ $ Add interest at the rate o %1
19 __ $ from
Estate Tax .Assessments to $
Date 19 __ $ .... , Total $ 1,88l.QO 19 __ $ . ., .As evidenced by Charitable Exemption Certificates issued by the Secretary of
NOTE: In, accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28, 1956, P. L. 1757, effective June I, 1957, as amended
the life tenant or tenant for r,ears, as evidenced by this receipt, it is understood that the Com-by Act No. 381, approved July 11, 1957, and Act No. 207, .1961, Section 302. monwealth shaH not be prec uded or prevented from hereafter assessing additional inheritance
tax at the death of the life tenant or tenant for years whenever it appears that such additional ~ tax may be legally due and coJlectible for any reason whatsoever.
®OOD~D~ru[L 37-98-2 /2 ~?J-vd??e ~ ,4?,.--~{._.-t_..-t.-·:.4)
Register of Wills
NOTE: To be delivered to taxpayer by Register of Wills MOORE BUSINESS FORMS, INC., ELMIRA, H. Y.
FORM RCC-4-RI
TBANSFER INHERITANCE and/or ESTATE TAX..
BESIDENT DECEDENTS.
RECEIPT
Docket 37 Page __ 9_8_I ..... ine __ 2 __
Estate 0 ,._£ __ "_A_NNE __ T_TA_I_. _L_U_T_E_S_
OFFICE OF REGISTER OF WILLS
------~W=A=S=H=I~N~G=TO~N~'----~P~
Date ___ M=a=y"---..;2=-0:.....__ ___ 19~
SIGNED AND SEALED AS PROVIDED BY
SECTION I201. ACT APRIL 9. 1929. P. L. 343
AS AMENDED BY ACT MAY 15. 1945, P. L. 528
,RUSSELL MARINO.¢
Register of Wills
1201 (g), Act of April 9, 1929, P. L. 343, as amended, 'riz:-"To receive from Registers of Wills all duplicate ,re• ceipts for taxes paid to them by executors or adminis· trators and to charge the Registers receiving the money
with the amount receipted for. The original of each such
receipt shall be signed and sealed by the Register of
Wills and transmitted to the executor or administrator,
whereupon it shall be a proper voucher in the settlement
of the estate. In no event shall the executor or adminis· trator be entitled to a credit in his account by the Register unless the receipt is so signed and sealed by the Register of Wills.''
Fill in below name and address of person to wbo111
tax receipt is delivered:
I
To ATTY. ADAM L. SANDERS -------------------611 WASHINGTON TRUST BUILDING
WASHINGTON, PENNSYLVANIA 15301
L _j
LUTES, ANNETTA I. a/k/a LUTES, MRS. ANNETTA I. a/k/ a LUTES, ANNETTE I. V'
'1(';C~:q '( 6·64)
COYMONWEALTH OF PFNN~YLV1NI:\
TR:\N~FEH. INHF!UT \NC~ TA'\
MSIDENT DECETl~NT
FILE # 63-68-355
February 27, 1968
SUMMARY
FILE # 63-68-355 ftEPOH'l' OF INHElUTANCF. TAX APPRAISER
I. the unrlersigned
# 63 Washington
duly appointed Inheritance Tax Appraiser in and for the County of
, Pennsylvania, do respectfully report that I have appraised
property as reported in the foregoing return at the values set forth
the last column to the right in Schedules "A"~ "B", "C" and "E",
the real and personal
opposite each item in
~ ?,.IS~ Dated: 04-08-68
02-27-68
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for------------
County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts
claimed by deponent, ~xcept as to those items where a greater or lesser amount is set forth
in the last column to the right in Schedule "F", which greater or lesser amount represents
the sum allowed as a deduction.
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)
Joint-Held Property (Schedule E)
$ $ $ __________ __
35,530. 31,_ 35,530.,31, __
TOTAL GROSS ASSB:TS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities
ESTATE TAX ASSESSMENTS
-~-----··-·-
_ _15,530.31,_ 35.530.31, _
======·= ======·-======•=
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on $ ~% $ __________ __
Tax on $ 10'% ~
Tax on ¢'
~~~
:~ $----
Tax on $ , ___ 1~% $ __________ __
Exemptio-n-s:::::::::::::::,= ( ':')
Total Estate __________ __
TOTAL TAX
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
AMOUNT OF ESTATE TAX ASSESSED $ _____ _
Estate tax paid
BALANCE DUE
Add interest at rate of 6% from
to
FOR USE OF REGISTER ONLY
$ -------
TOTAL TAX BALANCE
PAID
ADJUSTMENTS
(':') As evidenced by Chari table Exemption
Certificates issued by the Secretary
of Revenue.
~-----------------
$ ______ _
$ ______ _
$ ______ _
$ ______ _
$
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 t No.
P-1< THE
Year ........... .
~lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
. ]IJIJ!I}:E.'l"l',A ~ ~.l;.V'l':E$ a/~/~
Deceased
Late of. WASHINGTON . ................... .
County of . . . WASHINGTON ...
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
I . fJ
i
-..
Fonn RCC-2·-.. ~ -> ' ................. !:P!.~! ..... ?.t ...... :J.:.?.?.?. ......... ' COMMONWEALTH OF PENNSYLVANIA DATE ···················
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .................. W.~~-I:l.~g!.-~P.: ............... BuREAU OF COUNTY COLUCTIONS COUNTY ················"
APPRAISEMENT FILE NO. . .................... §?..::?.?.::?..?..?. .................................... ' HARRISBURG. PENNA. 1 7 12 7 '
·-
Whereas, ............................... /w..~t ta .l.,. .... L1Jt..~.$. .... ~./~/~ ........................................... late of ...................... W9.~hJngt.o..n. ....................................................
in the County of ................................... ----~~-~-~-~-~-?.~---······················································· COmmonwealth of Pennsylvania, having died on
the ....................... ?.7. ... ~h ....................................................... day of .................... f..~9..r.~~---·····················"····· 199.? ..... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ...................................... w..!_g_~ ..... Q.h@..~Y. ....................................................... , an appraiser duly apPointed according to law,
having_ been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement
Description of Aaset Values Made for Inheritance
Tax Purpoaes
$
REALTY: -··-
NONE NONE .. ~-
··-
PERSONALTY:
··--_ _.
As per Schedule "B" 35,530 31 .. w •••
-..
TRANSFERS:
-.
NONE NONE
.. --·-··
JT. HELD:
--I
NONE NOl'E --
----
·--!
Total 35,530 31 I
·--
··----
!
--
I
I
I
I
I
I
. din t law I do hereb c tif hat the above raise t is made . -t•nn~.,,:h b~': !,:Uih~w~ L~ m: day.,~~ ~_;~';;;<Z m ~~?;".>. -... ""'' ,,,,,,, ~~::~c;;;,;;;;;
7/:""l...'''''''"''''''''''''''''''''''"''''':(M\;;;;'J;~~"';;t····t~~~·t·;···································"'''''''''''""""""'"
/ ... ~ .. ~p,;;;"oo;;;"'""''"""""""'" ..... Penna.
WA$.HJ.NO:'rQN .. .. ...... ......... County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
... ANBET.TA ... l ..•..... L:u'l'E.S .... a/k/a .................... .
Deceased.
Late of
WASHINGTON
Date of Death, ........ ¥~:t?.:r.t.le3:FY. .. ?.?.?. ..... !~.§?. ............ .
Appraisemel!t Docket Vol., ........ .37. .................. ··········-·····
Page, ....... 9.8~2 ..................... No ...... 6.3~.68~35.5 ...... -.. .
Filed in Register's Office, .... Apr.iL .. 8.,. ..... 19.68. ....
Amount of tax due, $ ....................................... ·-·····················-··
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,
Entered and charged, ....
I
Form RCC-10~ o~<C, .:3' -tJ-3SS t./
DEDUCTIONS ALLOWED IN ' .
" STATEMENT OF DEBTS THE SUM OF •........... ru&' , G I. -OFFICE OF THE $ ··················· ........ . REGISTER OF WILLS AND~DEDUCTIONS (~~ ~? =~f. DATE APPROVED OF Washington COUNTY
,1 r:u .v. -:..ti/ rA~ .. • ~ AND AGENT OF THE COMMONWEALTH -fVVIV""' -~
Register of Wi¥1/•~1
ESTATE OF Annetta r. Lutes LATE OF City of 'Washington, Wash.CQ. ,Pa.
DA:rE OF FILING APPRAISEMENT Ap:c. 2, 1968 DATE OF DEATH Eeb:cua:c;y: 22 ' 1968
DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHEIIt
1968
M.,...-1 1 Rnc:::c:::p11 M!:lrinn RPn T.Pi-1-Prc::: 1'Pc:::t~mPnt~rv ?~ s;n
M.,...-11 ? w~c:::hinn+nn rnnn-t:v RPnnrtc::: !:1rh71::or nr~nt nf 1 Pttprc::: 12 50
M.,...-?0 3 Piatt FunPral Home funPral of dec'd 1 073 .81
A-n ... ? Ll. J.Jo1 on n--·-; r'lno nn+.,...-u T'ooc::-inuon+n..-;,...,. 1 t;() -r 'T
1\~-, r::. Rnc:::c:::o11 M.,...-;nn Ron ~.; 1.; n, .; ..-.u~n +n..-.; oc::: ~ ()() -r
A,..,. ... A n rnmmnnWP!:l 1 +h nT' PPnn!:l r'loh+ 1'\T nol"fif {1'1'\TT!:Int"'P\ 1Q4f.~ -r
Ann , 1 7 Malcolm L. Moraan. Coll. 1Q6R Four mill t~v 1 no 70
(),o.+ Ll. 8 More1~nrl Vailt Comnanv c:::tnnP for nr!:luP 1~K; ()()
Ot--t /if 9 ObsPrvPr Publ. Co. adver.arant of letters 12 so -,
(),o.+ )'f. 10 HP1Pn RouPrinnP nn+::.ru 'f'ppc::-A,......_t It n R. 'R 1 r::.n
(),..+ ~~ 1 1 Aif!:lm r ~=--nnorc::: ::.++nrnPuc::: TPP 1 t;()(l ()() ,
Or-+ II/.. 1~ Ruc:::c:::Pll M~rinn RPn T'ilinn ~t"!t"'OUDt 17 .00
Total-----------------.S3 ons; .61 VI
I
GK
COMMONWEAL.TH OF PENNSYL.VANIA '"'~~-}sa: COUNTY OF -Washington
1, -------JJL.,.I'\~}Z~ai-1L-B.c....,8_...1J..oJJu.l..&.t..l::p:..;:S,__ ______________ H£REBY CERTIFY, THAT. TO THE BEeT OF
MY I<NOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENS9 OP'
ADMINISTRATION SUBMITTED TO THE ESTA.TE OF Annetta ! a J 1J teS DECEASED, AS DEDUCTIONS f'OR
INHERITANCE TAX PURPOSES. ¥£..! >-::;;~:::::;?/ ~ . _:_;-~-· (L. S.)
SWORN AND SUBSCRI~ED ISE~HI1: ~~t~AY.; j: \Y-Y "
"-~~~:; ~-& L_~
Notary Pu lie
My Com. Exp: March 26, 1971
Washington, Washington County, Penna.
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