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HomeMy WebLinkAboutOC1968-0364 - ESTATE OF COLWESTestate Form PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of ...... !?.~~-<!.~~~--~-~---f_Q~~-~---c~/~/~-----------·--No ..... -~.:?.::.~-~--:-}~_4: ______________________________________ _ ... EEN.J .•... H •.... COLWE.S ... 9./J5.La .. B .•... H ...... COLWES ...... . Fiduciary ...... P.~_bl9: .. .f.l9.~~-I}~-~---C.QlW~.$., _______ _ ----------~~-~-~:t;tj:;~j~~--------------------------~---------------------· Deceased Date of Date of Decedent's death ____ , __ f_~Q_;:~.9:~Y. ... ?.?..~....J: .. ~~§ ................. Grant of Letters ..... M~-~~h _ __?_, ___ }~-~-~----------------------------- This is the ......... f.t.f.~t .. ?!-.1?:~.:-~.?.--~~-t .............................. account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ......... None ................ . Election to take Date Election Place of; Under or Against will. (cross out one) Filed ----------------------------------Record ------------------------------ Name of surviving spouse ....... ~~!!:~---------------------------------------------------------------------------------------------------------------------·--------· List issue, where material: .. : -. r .• : Did decedent marry after execution of will? (indicate) Yes. No. Any children born after execution of will? (indicate) Yes. No. If answer yes, name them ... ·----------------------------------------------------------------------------------------------------------------------------· Legatees Relationship Interest Fiduciary, if deceased or not sui juris Della Florence Colwes Sister Entire Charles M. Colwes Brother Lapsed List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: If partial intestacy, give facts: 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. No. If any exception give cause: ............................................. . File copy of Notice and date of mailing ........................................................................................................................................................ . / . I Is estate subject to the filing of a Federal Estate Tax Return? .......... ~'?. ....................................................................... . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ..... $.§~ ... f".~9.E?..:i:.P.t ... ?ttt~.S.h.E?.9 ...... . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ... ~9.~~---······· 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. None Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: $---~-~~--9.~.f?.: .. ~.?. .......... . Total additional debits (Add) $ ........ N9.TI~---················ Itemize any additional credits not shown by account: Washington County Personal Property Tax Total additional credits (Subtract) $ .. 3.8..i'8:0l:? .................. . Balance for distribution $ ... 3.3.#_0§.@..-B:Z .......... . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Real Estate -distribution value $10,000.00 See description on attached schedule • ... , I If Family Exemption claimed by Petition, give place of Record: .................................................................................. . If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ............................................... . 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: Della Florence Colwes Entire estate COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly ...... !?~~E!'?-..................... doth depose and say that the facts set forth in the foregoing petition are true to the best of ............ J:l:~-~---·········knowledge and belief . ......... J?~9.;l;.n .......................... to and subscribed before me this .. }.9.~E: ... day o~----~~!:-~~---···············19.§.~-~ s;gnotu'e of OIHceL.f~ ... ~ .. Title of Officer ............ ~9.~-~~Y. .. ~-~e-~~-<;. ................... . Office expires .. : .......... ?d::: ... ~/..1..2.~ .................... . And your petitioner will ever pray, etc. . ........................................ __________ ................................................................. . ~-- 1 t / , . ;_ ~::J. .· 63-68-364 No. .... ---------.............. ----.---.... ----........ ------........ ---------.... , Estate of...?.~-~~~-~-~ ... ?..~ ... g.<?.~~~!? ... ~/~1. a BENJ. H. COLWES a/k/a -----~"'----:~t'---~-Q~W.:~S ..................................... .. Deceased Fiduciary ... !?.~:1-.!~ ... f..~.<?.!:.~~-C::.~---~~-!~.~~-~-- ---~-~~-s:-~:tfA-~------......................................... . 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. Attorney ~2 c C'~L· E' 0 J l · :: · . I '69 HAR ts PH 1t tS ~1\J~w\EU .. M.M~.iJtO Rf.~~~"fi\.~ r:$f W!l!Ll$ WA$~mtl~'CJf$ ~(Y,, PA~ : , ----------------~-------------·~--~~--------------------------~------~ C!tnmmnuw.ra:lt4 nf J.ruusylua:uia:,} 55. llllhm~iugtnu <!rnuuty, ,. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid on the 7th. day of 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 Benjamin H. Colwes late of Mt. Pleasant Township in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Della Florence Colwes rix the Executi}i m 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 Della Florence Colwes 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 7th. day of m the year of our Lord one thousand nine hundred and Sixty-Eight /;/ A~ ~ \ ............... !~ ............................ ~ Register , iJlrttrrs IDrstamrutary ESTATE OF .................... !?..~.J?:.J.~-~-~-~-----~-~-----~-?.~!~--~-------------------------- • ....., ... ~2 -~ .... G;llEDv; "69 ~~AR lfl p·H· 4 fS: R1U;ss:tLL ~\ARINO' REGISTER OF WILLS \V:ASHINGTON CO .• PA~ I, BENJ.AIViiN H. COLHES of Hickory, lvashington County, Pennsylvania~ being of sound mind and memory, do make, pub-· lish and declare· this my Last \-~Jill and Testament, herei)y revoking and making void all other Wills and Testaments heretofore by me at any time made. FIRST: I order and direct that my E:cecutrix hereinafter named, pay all my just debts and funeral expenses as ~ . soon after my decease as conveniently may be. SECOi'TD: I hereby give and bequeath all my right, title and interest in and to all of the equipment in the barbe' shop no'li·l operated by my brother, Charles rL Coli'res and myself, unto the said Charles· N. Colv;es, my brother. THIRD: I hereby give, devise and bequeath all the rest and residue of my es.tate, real, personal and mixed, wheresoever the same may be found, to my sister, Della Flo~ence Colwes. FOURTH: I hereby nominate, cons.ti tute and ap- point my sister, Della Florence Colwes to be the Executrix of this ~v -··v Last Will and Testament, to serve without bond. IN T,VITNESS T,·JREREOF, I have hereunto set my hand and seal to this my Last tv ill and Testament, this ?.2nd day of Decem- ber, 1947. SIGlTED, }Yu.bl is heel 2.nd cleclarecr by the above na~ed Benjamin H. Colwes 2s and for his Last ~ill and Tsstacent3 in our presence, ·Nho at his r~quest, c:.nd in his presence, c.nd in the presence of each other, we believihs him to be cf sJund and disposin2 .. 't ;· / . 1:. i ·- f I i. 1 ' I r ·~ I I ;' I i t I f t l ·"~~-?:.'\'''j""~..;J;"'·t.':•·~,,,;_...,,,;.,,~W'-"•' -"o,.,;i,,;;_~4-~.-~ •. ;,.,_,~~·~~~r,,;':,_,;,::, :•;'~>;~ ·-.~;,.~~''-'~·~=.:· .·~~~~z~~·:~~ '·. -h;~ .... :, <•. :,,,. \ ···--,· ... " . " •• ,:. ,; >· -. ~ ... . '. r ~ ~ ... -. I . ,... .. _ _L·~-------·--~--.. ---· ...... ________ _ .... --·. ~ mind and memory, have hereunto subscribed our names as witnes~es, this 22rid dayof December, 1947. , ~~~ k~4~~ .. \ 63-68-364 63-68-364 r p t.r i\ffi~nuit ®f 1fxrrutnr ®r i\bmiuistrntnr !;tatr nf Jrttttsylua~ia. t ss: C!Lnuuty nf Basqittgtntt \ Personally before me, the undersigned authority, a. ........ )f2.~.~!:Y. ..... ~!?.!:!.~ .......................... in and for said County and State, appeared .............. P..~.!!.~ .... ¥..!.~.!~.~~.~ .... 9.2.!!?.~~ ................................................ who, being duly sworn according· to law deposes~n{ says that S he is the executor or administrator of the estate of Ben.i am in H.. .co"i wes. a k a Benj • H. h . . ·COJ.W~·,·····al·k?a ... a ...... H:•···· o w.es ............................... deceased, that t e ~o~if.f!Hft"isfih«fiulec~<ffEf~tei/k/a complete mventory and appraisement of the real and personal estate of ...... ~5-i\l~s-H ....... C.olwes .... a/k/,a B • H • deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor Administrator. day ;.~~;i~:.d .b~;;~§~:. thk .. l.i~. ~~--~;~~£~ /..b..~lCW/.\U"mtj" 'NOTA'fiY' Buc··· ..................... ~.. ) My commission Expires March 23, l~iDDITIONAL INSTRUCTIONS l. An. i:dtmhitJ2tcy~,ii'lust bltl~€1towtthfufy three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. l 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; l 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 1Juurutnry aub 1\pprai!itmrut of the goods and chattels, rights and credits which were of .... ~i¥~=Ji~ .... MQ.~.i.~k~.:.~%~'!.H.~ ... Jate of .... ~.~.~~~~.~.~ .... ~~ .. ~ ..... ~.~~.~~.~.~~ ... ~~.~ .. ~. Washington County, Pa., taken and made in conformity with the above affidavit. PERSONALTY: Savings Account No. 12898 Pittsburgh National Bank McDonald,. Pennsylvania Savings Account No. 5066 Mellon Nat'l Bank and Trust Co. Washington, Pennsylvania Savings Account No. 13499 First Federal Savings and ::-Loan Association ' Washington, Pennsylvania Checking Account No. 353-6441 Mellon National Bank and Trust Co. Washington, Pennsylvania 47 Shares PENNROAD CORPORATION now MADISON FUND at 26! per share Common 38 Shares, NIAGARA MOHAWK POWER at 20i per share -Common 25 Shares, PRESSED STEEL CAR CO, now U. 8 • INDUSTRIES . 44i per share -Common $100,00 u. s. Savings Bond issued March, 1943 $100.00 u. s. Savings Bond issued April, 1943 $100.00 u. s. Savings Bond issued September, 1943 DOLLARS CENTS 8,698 26 9,004 21 8,023 21 616 86 1,245 50 779 00 1,092 50 162 16 162 16 159 56 \ \ \'\ \ \ \ \ "'lj .... ;:;;- I I ........ ........ ~ <:! <: 'II ~ ~ .... ! c t "'' ~ ~ 1:1 ~ \0 ~ 1:1... Cf.l ~ ~ ~ "'c:l- ~ "'c:l- \\ ~ \ .... "' \ 0 'II .; ~ "'lj 'II ~ .... 1-' r :1 i\ffi~nuit (@f 1fxrrutnr ®r i\bministrntnr J;tatr nf Jrnnsylnania, ~ ss: C!1nunty nf Bas4tngtnn \ Personally before me, the undersigned authority, a. ................................................................................. ..in and for said County and State, appeared ......................................................................................................................................... who, being duly sworn according to law, deposes and says that he is the executor or administrator of the estate of ............................................................................................................................... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .............................................................................. , deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor Administrator. l .................... ' ........................................................................................ . Executor-Administrator .................................................................................................................. Sworn and subscribed before me this ....................... . day of ...................................................... l9 ........... . ADDITIONAL INSTRUCTIONS 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 1Juu.rutnry aub ~pprais.rm.rut of the goods and chattels, rights and credits which were of ..................................................................................................... late of .......................................................................................... , .......... . Washington County, Pa., taken and made in conformity with the abO"Ve affidavit. Personalty (cont1 d) $100.00 u. S. Savings Bond . issued January, 1944 REALTY: 2 sty fr hse attached storeroom situate Hickory, Pennsylvania and one sty fr barber shop situate Hickory, Pennsylvania (see DBV 568, Page 441) TOTAL DOLLARS CENTS 160 12 10,000 00 ~ 40,103 54 ... ~· rr ~ 3-l g-0~1- ~rJJ;;._ Inventory and Appraisement IN THE ESTATE OF ~.!P..J.~D: ... .h.~ ..... 9.9.JM.~.~ ...................................... .. Filed April 25 68 .................................................................. , 19 .......... . ::::; r"ri;-o C)c::: -(/) (/)(_;") --:-1..,.., !::!r-_..,.r- $;~ ..I:;a. ~:0 :=~ "' , ..... f, ("; (' ' C.:., .,"::J.. .,J :::j t' ' . .... ~ :--.. =-= '-c_ . . . a 1.0 -, --,..._ f f'1i 0 !/-?> P3 ~/~/' '7 9-/ tJJ 711> v .... 9 I !· STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ SS: The within named Accountant being duly sworn according to law, depose and say that the above account as stated is true and correct as ..... -------~---·-······--verily believe. Sworn and subscribed be,fore me this -----~------------ day of·····~··············· .. 19.'..f:. ..... . ROWENE EBELING NOTARY UBUC MY COMMISSION EXPIRES FEB. 8, 1969 WASHINGTON, WASH-INGTON COUNTY Washington County, ss: .... 0 J : . ~ +>i i p:: § Ci ::li : 0 10 : • o Oi "'-.,! c:Q 0 CJ! ,!>~!! < IDi ~ CJ! "'-._! ro rol (Ji roi"'-., Ci ~~ r-li !,!>~! (J)j rol p;, 4 Ul!"'-._ 1-l! 0 r:4 i lt1 Ci 0! ' j ·-~! ··-li .-I! ~! ril lHl Iii! E-r :[/) < 0!1'4 ro! ~~ E-r u:~ rol Ul li-=1 C! r-1! ril .: OJ) rol r-!j (Jl 'i P::llf:LI (J)! (J) :z;i ~ +>i 01 ~ ~ Cll! HJ:IO 1-.lj lHi 0 ~, 01 ~j 0 •r·H {.) l hlb ~::z; 0 1'4!1'4 z !ll!c:Q l f. I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Co;9rt, as evidence by proofs thereof filed to No. __ _j/lff .. /9.f'R.'i .................. . Witness my hand and official seal thi~----··········· dayof .... ~--------···································· l9_?f .. ... ~'/?(~ .............. . Register of Wills "· +' +' aj .... .: ::I jd Jl ol 0 +' ~ 0 .: lo ::::! Q) 0 ..c:l :~ 0 ..... +' i 0 0 I ' 0 j~ < I ~ I .~ .. ~·o +' -.}' 8 't:l : Q) Q) JG ..... .. +' Jl .: Q) rn Q) .... (II .1 ) 0. ·o t .. , +' '·ll _J . ~ ! >< ::I !ril 0 r ··~ '~· 0 't:l 0 ~ J I If •"'" ol ol ·::) +' l'l ····-LS -~ :8 +' -~ 0 +' Q) ~ ..c:l J +' 0~ ~ i '1:1~: l'l : .... < ~ 0 ..... ._ I I I ' ·., . ~ '-S fl) ~ t) ............ ~ ~ •' . '' :~ >, ' I \ ~ / The Court is respectfully requested to determine proper distribution in this estate. ;3~~~~ Counsel for Accountant -' / FIRST AND FINAL ACCOUNT OF DELLA FLORENCE COLWES, Executrix of the Estate of BENJAMIN H. COLWES a/k/a BENJ. H. COLWES a/k/a B. H. COLWES Deceased The Accountant claims credit for the following: ---------------------------------------------------------------- Balance per Inventory and Appraisement --------------$40,103.54 Gain on Inventory Value: Sale of Madison Fund Sale of U. S. Industries 170.38 445.00 Interest on Savings Accounts 494.56 Veteran Administration Death 250.00 Benefit Loss on Inventory Value: Sale of Niagara Mohawk Power 47.50 1,359.94 47.50 ,qf 41 '46 3 . ..J.S- r~ 41,415.'8€ JJ# Total Assets of Estate -------------------------------$41,415.a8 Tota.l Credits claimed by Accountant-------------------8, 317.71 ,J.1 Balance for Distribution------------------------------$33,098~~ .. . The Accountant claims credit for the following: Gertrude D. Bigler Russell Marino Russell Marino Washington Co. Reports Observer Publishing Co. Russell Marino Russell Marino Speakman Funeral Home Reed, Lear & co. Reed, Lear & co. Reed, Lear & Co. Russell Marino Bloom, Bloom, Rosenberg & BlOO'{n columbia Gas West Penn Power Jay Allison Jay Allison Malcolm Morgan Aetna Russell Marino, Agent Witness Fee $ 5.00 Letters 17.00 1 Short Certificate 1. 00 Advertising 12.50 Advertising 12.50 3 Short Certificates 3.00 Inventory & Bal. on Ltrs. 7.50 Funeral Bill '1~130.30 Commission on Sale (Niagara) 12.34 Commission on Sale (Madison) 19.19 Commission on Sale (U.S. Ind.) 20.42 Filing Account 16.00 Attorneys' Fees Last Bill Last Bill School Tax Road Tax County Tax Insurance on property Part payment Inheritance Tax Total 2,050.00 31.00 7.92 159.46 34.92 46.66 231.00 4,500.00 $8,317.71 Washington County RepOrts , ~~em' Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs {3) and {25). CouNTY OF WASHINGTON ) STATF. 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, publisbed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in this behalf; that the said WASHINGTON COVNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: .......... N~f.!:.h ... !1., .... ?.J .. a ... ?..l?.t ... J9..§.~ ............ . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter o sai notice or adverti~~£)d that all of the allegations of <hi• offid.wi<" <o < < ~h'"'~. h< ~ I<ATHSRJNE C. YARD, Notary P. Washington, Washington Co., a. My Commission Expires November 1, 1969 •••"lin''•-·u~•••-•••••••••••••••••••••••••• .. ••••••••••••••••••••••••••••••••••••••••••• Editor Estate Notices The Register of Wills has granted letters, testamentary or of~dministration, in the following estates. Notice is hereby. giveri to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present t'hem for settlement to the Executors or Admin- istrators or their Attorneys . • • • • • • • • • • • • • • • • • COLWES, BENJAMIN H., a/k/a BENJ. H. COLWES, a/k/a B. H. COLWES, Dec' d. ,Late of Hickory, Washington Coun- ty, Penna. Executrix: Della FIore n c e Colwes, Box 101, Hickory, Pa. Attorneys: Bloom, Bloom, Rosenberg & Bloom, 200 Washington Trust Bldg., Washington, Pa. Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News.paper Advertising Act of 16 May, 1929, P. L. 1784, as amended. Commonwealth of Pennsylvania, County of Washington, SS: ........... . Pe,rsonally appeal'ed before me, a Notary Public in and for said County and State, ......... B.i.~.b.~.r~t .. §.~ ..... 9.9.W.~JL ............. , who being duly srworn according to law, deposes and says that he is the ... S.ec.~.y ...... &. ... Tr.ea.s • of the Obs,erver Publishing Company, a Ptenns~lvania corporation, and its agent in this behalf; that the said Company is• the owner and publisher of the Observer"Reporter, sucoossor to The Washington Observer, established Se.ptember 18, 1871, and The Washington Reporter, established August 15, 1808, a daily newspapeJ: o-f general circulation, printed and published and havin'g its place of busines•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 publica;tion 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 advertisement, exactly as printed or published in the Obsterver-Reporter in its regular editions on the following date or dates; .......................................... .. ........................... Mar.c.h ... ~l., .... l.tL.and .... 2.5 . ., ..... 19.68 .................................. . that n.eithe'l' th<e affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega- tions· of this affidavit as to the time, place and ch7ra ter of publieation are true. o-G / e:;. ................. ~w .. ;----·-----~------ Sworn to and w. 267!52 subscr~ before me this .. 2.5 ... day or.Mareh .... 19.68 . ~~!V(i,r,ii~~~ WASHINGTON, W~ 'Yi'•rTON CC'J'!TV MY ccr.~:.:i~:.,o~: f v:r.E.s MAY 6, 1 ~6: --------------------------------, lJn tqr t@rp(Jaun· Oinurt nf llanqtngtnn QJ:nunty In the matter of the Audit of Account in BENJAMIN H. COLWES a/k/a Estate of:-------------------1 BENJ. H. COLWES a/k/a B. H. COLWE TO THE AUDITING JUDGE: No. 63-68-364 , ________ , 19 __ , A.A. our Della Florence Colwes, Executrix Enter __________ appearance for·--'---'---'-----------_:_ ________ _ BLOOM, BLOOM, ROSENBERG & BLOOM 19th day of. __ ""M,a,_,r,_,c._.h...____ _____ , 19QL N. B.-Counsel shall, by separate paper, 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. / sn .;:r :s:: .. D- 0 o:;, C'-'1 UJ ~ .-l s::: ..-c::n t.D U-.. .. • 'l4. o~·a-~ d~ -~ ""'"---o ~;St·o -':l; :u... . ~.'t).~ d~!"; .:...A\A!ti w~ .__.. ~~~~ ~ ~ /Ef~ wc ~Gi!J No. 63.,-qS-364 , 19 __ , A.A. In re Audit of Account in Estate of BENJAMIN H. COLWES a/k/a BENJ. H. COLWES a/k/a B. H. COLWES AUDIT Jrarripr fnr ~ppraranrr FOR Della Florence Colwes, Executrix Attorney ·"(. .. 2 ESTATE OF Benjamin H. Colwes, ajkja Benj. H. Colwes, ajk/a B. H. Colwes, Deceased. No ............... Of 19: ........... , AA In the matter of the ... E.trs.L?J!~Lf.'j_u.g,L_ __ _ Account of ..... P.~.H.~_;f.Jm:~-~.'QQ~ .. C.QlW.~~-)------­ Executrix ADJUDICATIO~ DECREE And noW--------~~!..<::~--------------------------------~------------, 19 ... ?.~., this matter come on for hearing, audit and distribution at this session and testimony token; and thereupon, upon due consideration the.reof the balance for distribution in :the hands of the Accountant is determined to be $.33.,.05.9 .•. 37 ............... ----------------------and the account is accordingly confirmed; and it is orde•red, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto o·ttoched and mod~ a port hereof, unless exceptions hereto be filed sec. reg. or on appeal be token herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance pe·r account---------------------------------------------------------------------------------· Additional credit asked at audit 38.80 Balance ............ ------------------------------------------------------------------------------------------- Deduct Clerk's Costs & Receipts------------------------------------------------------------------45.00 Attorney ..... ~.!~.<?-~-~--J?.-~<?.QJXl:J __ _RQ~_E?_Q~_E?X_g __ ~ __ plQQ;t:;Q _______________________ _ Russell Marino, Clerk 0. C., s:osts in certifying real estate to Recorder, 5. 00 John D. Woodward, Recorder, costs recording certification of real estate, 7. 50 Russell Marino, Agent, transfer inheritance tax, including tax due on individual liability for the tax, from Della Florence Colwes, 757.40 Della Florence Colwes, sister, residue, including cash and parcel of impr:oved real estate as hereinbelow described, held in kind and distributed as such at the appraised value, 32244.47 r No balance / ) J ' ..) 0 -to. 0 > m () ::::l z Vl () -+ 0 .... ~ . t:Y 0 c :r -+ (1) ~· (1) ~ = 0 3 t:Y -to. 0 0 -to. .... -· it ""' ~ .... 0 0 -to. -to. -+ :r ...... (!) -· t Ill t:i = ~ = :"' t:Y aJ ' ~ ""' j ~ "' ?> ?> .., ) j :- J j • j ,_ -. ..._ '-- J ' j J REAL ESTATE TO BE CERTIFIED TO THE RECORD OF WAS NGTON COUNTY BY THE CLERK OF THE ORPHAN 'COURT Benjamin H. Colwes, a/k/a Benj. H. Colwes, a/k/a B. H. Colwes, devisor, to Della Florence Colwes, devisee of all the right, title an interest f the devisor in and to parcel described as follows: ALL that certain lot of ground situate in Hickor , Mt. Pl asant Township, Washington County, Pennsylvania, bounded a d describ d as follows: BEGINNING at a point at the intersection of the Township oad to Washington, with State Route No. 28 on the left side of t 0 by State Route No. 28 South 69 20' 30" West, 124.90 fe t to a poi t; thence 0 by land of Charles Colwes South 19 48' East, 127.58 fe land of G. L. Ahrns, North 74° 28' 30" East, a distanc of 87.92 f et to a point; thence by same North 57° 28' East, 66.18 feet to a point; t ence by 0 said Township road leading to Washington, North 32 29 West, 12 . 46 feet to the place of beginning. UNDER AND SUBJECT to exceptions, reservat ons, cond tions, covenants and other matters of record in deeds in the p ·or chain f title. Being the same property conveyed to Benjamin • Colwes in Deed Book 568, Page 441. CERT~F~ED TB RECORDER: APRIL 7, 1969. j . . r::::: J ~ '·;;.::::' -J = ~·· ~j .. . :) -- J • - ) ::::> c •• L.. . \ ~ j i '""~ '· j._) j" - j ' j j J > t:Y .._.., = t:Y j ..... "" ~ ...... ..... ~ = = ~ = t:Y s ~ "" ..J +-t ~ ~ \ ' 0 0 ::J z """· ~~ .n. J9 m C) -+ Ill 0 :::; ...... c CD 0 -~ . 3 ::, ....... ~ ...... CD ~· 0 0 0 """ ...... """ ...... CD --~\ .... .J J J 0 0 """ """ ...... :::; J CD J J ) J :-o j ~ J J J. ' )> J ·>- -.) ~-) ).) J • J ' J ' J -. '- J '. r :_. c-._) .) IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ) ) ESTATE OF: ) ) BENJAMIN H. COLWES ) a/k/a BENJ. H. COLWES ) a/k/a B. H. COLWES, ) ) Deceased. ) ELECTION TO TAKE IN KIND ------ I, DELLA FLORENCE COLWES, residuary legatee under the Will of BENJAMIN H. COLWES, do hereby elect to take in kind and have distributed to me in kind the real estate inventory in the above estate located in the Village of Hickory, Mt. Pleasant Township, Washington County, Pennsylvania. Della. Florence Colwes .., - Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF IMPORTANT: This return must be completed in detail and Register of Wills of the County where decedent resided; Return year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of th~ Inl').eritance_ an!l Est,ate Tax ~ct of 19!)1.) IN THE ~TTER OF '[7E ESTATE OF 1 !i~~~~~-:.: .... g~_1:::. __ alk a Benj. ~-~ .?~~-~-:::u::: oF (State full name of decedent) ---- Washington ADMINISTRATOR Late of ...... . . .......... .. ... . .. . .. . . . . ... . . . ..... County State of ....... :J?.~l.lll~Y~Y~l.l.~.~ ·········.···_·_··_·_·_·_·_·_·_·_·_·_··_·_·_·_··_·_·_·_·_·_·_··_}ss: County of .... Wa.sb~ug:t.QP.. Della Florence Colwes -······· ······· ··· ···· ··· --··· ······ ·················· · -······························--····················· ·· ····· ···· · ····· .. . .... ........ . ................................................ ---------·· . ... ... . . . ...... .... . .... Executor of the estate of the above-named decedent being duly sworn, depose S and sayS Decedent died February 25, 68 ···--------·········• 19 ............... ,)testate leaving a last will, copy of which is hereto attached. } (!lay) (Yt1lr) l intestate (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be_ mailed. Bloom,_ )3~c:><?~1 __ I:t<?e;~nl:>~:a:-g_ f:t::rl:4 :t?..!.99n1. 200 Washington Trus.t. Building Washington, Pennsylvania 15301 That as such ...... .Exe.c.ut.r.ix ........... deponent is familiar with the affairs of said estate and the property con- < Ex.,cutor-Aclm inistrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX Washington, Pennsylvania THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the_contents of said safe deposit box or boxes are itemized under Schedules _____ of this return, with the exception of the following, for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth full v and in· detail all the real·property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's 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 other evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, leftbydecedent, together with the fairly estimated market value thereof; all bonds and mortgae;es held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payme~t of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable to the estate from life insurance polici'es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. ,, ... In the case of' securities of' close or family corporations, the values reported are as far as possible substantiated by financial statements of' the corporations, showing the assets and liabilities thereof as of the'date of death. The schedule also sets forth the interest of decedent at the time of' death in any co-partnership or business, and in support of' the valu.e of' such interest there is annexed to said schedule, f'inancial 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 and just appraisal of the decedent's interest therein must be submitted. It should also set forth in. itemized 'form, toge,ther with the fair market val\e thereof, any other property owned or beqyeathed by the decedent at the time of death. \ The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry con~t!i!:led therein and in the case of' transfers ofproperty, real or personal, within two years of decedent's ~ea~\ 'in contemplation of decedent's death, or intended to take effect in possessl~n or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share receiveq by each transferee and all other facts of a pertinent nature regarding said transfers. In the case··of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a-copy of the deed, trust agreement or other instrument creating the trust. Tpero~ i~ also set forth in said schedule a list of all property, real and personal, with its value, which pa~ses at decedent's death by virtue of' the exercise by dece~ent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or joint:ty, by.the Ifill,. deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part' hereof' sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent'.s death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of' the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of' such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisiti@n of pe~sonalty, 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 anrl unpaid at time of' .. . death; taxes accrued charge.able for period prior to decedent's death (except. those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of' any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ................................ . ................. !:..:!..~. . .. .. day of.. .~ .......................... 19 ....... ~J .. /11~,\Vi~· -~ .. . My Comrni>sion Expires \Vlarch 23, 1970 Washington, Pa. Washington County .!J~~ ........ ~ ........ ~~~ (Executor-Administrator) (Street Number) (City or Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements requirerl 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) COMMONWEALTH OF PENNSYLVANIA DEJ:'·ARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" -iEAL 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!7'1d by the de.cedent 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 Commot"wealth of Pennsylvania should be described by lot and block number, street and street number, together wl th a general description of the property, with a reference ta the record of the conveyance by which the decedent took title; If a farm state number af a- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, acc~ued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. 2 sty fr hse attached storeDoom situate Hickory, Pennsylvania and one sty fr barber shop situate Hickory, Pennsylvania (see DBV 568, Page 441) ~ ,t)~~~ Q. -dJ~ ~;::::rj·-;~ ~ I ( 1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH Insert this total opposite 11reol property", Schedule .. A" in the X X X X X ''As Reported" column on the last page of this return. (2) ESTIMATED MARKET VALUE 10,000.00 10,000.00 (3) I DEPARTMENT VALUATION CAUTION (Do not write In this space) RCC-35 ~OMMONWEALTH OF PENNSYLVAN~A TRANSFER INHERITANCE TAX RESIDENT DECEDENT ' "· SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at tHe time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, • stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate of or income from any property held in trust under the will or agr.eement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item NO• I :I' EM List and describe fully Savings Account No. 12898 Pittsburgh National Bank McDoanld, Pennsylvania \ Savings Account No. 5066 Mellon Nat'l Bank and Trust Co. Washington, Pennsylvania Savings Account No. 13499 First Federal Savings and Loan Association Washington, Pennsylvania I Checking Account No. 353-6441 Mellon National Bank and Trust Co; Washington, Pennsylvania 47 Shares PENNROAD CORPORATION now MADISON FUND at 26f per share Common 38 shares, NIAGARA MOHAWK POWER at 20} per share -Common 25 Shares, PRESSED STEEL CAR CO. now U. S. INDUSTRIES 44f per share -Comraon $100.00 u. s. Savings Bond issued March, 1943 $100.00 U. s. Savings Bond issued April, 1943 $100.00 u. S. Savings Bond issued September, 1943 $100.00 u. s. Savings Bond issued January, 1944 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. UNIT VALUE X X ESTIMATED MARKEl' VALUE DEPARTMENT VALUATION (Do not write in this space) s;698,26 --~ ~Q,p 9,004.21 .... ~'n-, I 8,023,21,., ·~ 1,245.50 WI 779,.00 dC 1,092.50 ~c 162.16 162e16 y 159.56 160112 $30,103.54 RCC-3(;. l- comfON'I'EALTH OF PENNSYLVANIA TRANSFER INHERITANCE 'fAX ~~SIDENT DECEDENT '· SCHEDULE "C" TRA.NSFERS (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) no (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) no (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer ------ (b) State of decedent's health at time of making the transfer. (Note 1), (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) nO (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) no (b) What was the transferee's age at time of decedent's death? ______ _ (5) Did decedent in his lifetime make-any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) no (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) no (6) 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 consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) no (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) no (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) no NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) l:jM\It)NWF::\LTH OF PENNSYLVANit\ r:\ \~::'l'FH T;\HFlUTANCE TAX H.F~IDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I\STRrCTIO!IiS: This scherlule must disclose all property, real and personal, owned by the decedent 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 ctescription, as indicated tmder 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-o-wners to the decedent. Description of Property, Date of Acquisition, N~me I Unit l pecoentagel E.tate Address and Relationship of Co-Owners, and Place ; Value Share Valuation of Record of Instrument, where Real Estate. ! , -----' ::<:: • xxX:X 3 $100.00 u. S. Savings Bonds issued May, 1949 Name of Mr. Benja H. Colwes or Miss Della Colwes I I I ! i I 399.96 I I I I I I I I I I I I I ! I ! I I I I I I I i i I I I ! I l j I I I I I I 399.96l vj· Insert this total opposite "Jointly Owned Property", Schedule -"E" in the "As Reported" column on the last page of this return. DEPART~JENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property I I I I I I Value of Decedent's Interest ,&§: .% P1 ( h RCC-37 (·12-63) COI\1!\lONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all ~ who ave an interest, vested, contingent or other wise, in estate) Della Florence Colwes Charles M. Colwes ' ~-. SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH sister yes entire brother ves lansed / / / / - ~ . ' ' Deponent further says that all the above-named benericiaries are living at this time except below: NAME DATE OF DEATH j.,/ RESIDENCE // /" / 1 I \/ Will Administration ~ No. Year .... Dl THE :\lATTER OF THE APPRAISEMENT OF THE ESTATE OF Benjamin H. Colwes a/k/a Benj. H. Co~s a/k/a B •. H •... Colwes .. Deceased I Late ofHickory., .. Penns.yl.v.ania. County of 'W~S ll~llgton .. Commonwealth of Pennsylvania •· . • REPORT AND APPRAISAL -· r-"~ :::o r·~ 0:~~ ~ j~~ ('" -r; ~·_,.. ~;u r;._::: 10 (J) ~ :::., :::.J "'~ \..' ~ ~: ' 1.) ....... C.) -~· r-l ~..._.. .... , I l ! 0 ~ 0 . J-1 0 CIJ .. (Executor-Administrator must complete "As Reported" column #1.) 0 ...., ""0 ~ ..., ..., ('1) ('1) 0 ll:> ..., E.. "' :::1 "' "' "' 0 ...., (t' :::1 ""0 ..., e:.. ..., ll:> "' 0 :>< ""0 "0 ll:> ('1) 0"' ..., ..., (fi 0 ~ "0 tt:l ('1) ..., "' ..... ..... '< ll:> ..... ('1) U'l c: ~ """ ~ > ~ w U'l U'l ><: (') (') ?" ?"' ?" q ~ >; -(;')-(;')-(,/)-(;')-(;')-(;') : CIJ : ................ :o 0 >' :-. " tn : ..... :o ~ •0 :O _g--;.:::: :c..J 0 o- :• • '"1. (.11: ~· 0108' •tf:>.OC... -(;') -(;') -(,/) -(;') .00 -(;') > 'J: t:l (t~ (t" tV .... _ 3 ::s r. c.. ... Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA :RESIDENT DECEDENTS 948818 OFFICIAL RECEIPT No Transfer Inheritance and Estate Tax File No 63 ... 68-364 May ].7' 68 Date 19 __ I Office REGISTER OF WILLS. liAS!UMO~M Pa. .44G;>4 ;;:;; tvASUltlG'l'Ot-1 County, ss: Received from Della F .. Colr!les (Executor;:A:OirnimSi~mor.:Gr::.GU~m) of the estate of n .. H . f~mi! E~ .. ~ lo who died Febt·uary 25 .. 1968 , the sum of FOUR THOUSANU FIVE HHNllllEn ~~nd nollOO .. alilfl Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on$ 5% $ Date Valuation $ Tax on$ 10% ·$ Tax on$ 2% $ $ Total $ Tax on$ On Account 15% $ 4,736.84 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 Administration $ within 3 months after date of death $ 23f5.A4 Clear Value· of Estate $ INCOMPLETE Amount of Estate Tax Assessed under Valuation of Ufe Estates or Annuities the Act of May 7, 1927. $ Date 19 __ $ Add interest at the rate oL %1 19 __ $ from Estate Tax Assessments to $ Date 19 __ $ .. ' Total $ 4,500.00 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 1, 1957, as amended the life tenant or tenant for years, as evidenced by this receipt, it is understood that the Com-by Act No. 381, approved July II, 1957, and Act No. 207, 1961, Section 302. monwealth shall not be precluded or prevented from hereafter assessip.g additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional SEkL. . tax may be legally due and collectible for any reason whatsoever. /;~111-.. il--~d/~4···{~,~.--tr-·t:.-4) 11000 [FJ[LD ©£LICE 37-98-4 NOTE: This Triplicate Receipt to be retained by the Register of Wills cmd filed in numerical Register of Wills sequence for audit purposes. MOORE BUSINESS FORMS, INC., ELMIRA, N.Y. FORM RCC-4-Rl TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket.__-'-'3_7_.page 98 I ine:_---=:4,____ B. H. COWLES EstateoL---------------------------- OmCE OF REGISTER OF WILLS WASHINGTON, ________________________________ _.a, Date, __ --=-=}.1a--=---y-'1=-7=-----19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201, ACT APRIL 9. I929, P. L. 343 AS AMENDED BY ACT MAY 15. 1945. P. L. 528 RUSSELL laB.INO Register of Wills 1201 (g), Act of April 9. 1929. P. L. 343. as amended, viz:-"To receive from Registers of Wills all duplicate .re-ceipts for taxes paid to them by executors or adminis· trators and to· charge the Registers receiving the 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 whom tax receipt is delivered: I I To A ?TIS. BLOOlftDLOOU!'ROSEJI."BBRG f-t BLOOM ?.00 HASHIN'GTOJ.J TBUST ROII.niNO WASHINGTON, PRNNSYLVANIA 15301 L _j nee;-; q t 6-64) CO~ONWEALTH OF PFNN~YLV,\_NIA T~U~~FEH. INHERITANC~ TAX- RRSIDENT DECE::l~NT COUVES, BENJAMIN H. aka COLWES, BENJ. H. aka COLWES, B. H. FILE # 63-68-364 February 25, 1968 SUMMARY .~FILE # 63-68-364 TlEPOrt'l' OF INHERITANCE TAX APPRAISER I. the undersigned duly appointed Inheritance Tax Appraiser in and for the County of #63 WASHINGTON , Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the.values set forth opposite each item in the last column to the right in Schedules "A", "B", "C" and "E". JJ' Dated: 02/25/68 04/26/68 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 i terns where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated: INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLE.~q VALUE OF ESTATE Valuation of life estates or annuities ESTATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax on $ ·--5% Tax on $ 10% ·--( Tax on $ 2~ Tax on $ .@ Exemptions ;_.;_ (:::) 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 REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS RE.~PRAISED $ 10,000.00 $ 10,000.00 $ 30", 103. sr 30 .103 ;--sz+ · ------ 399.96 40,503.~0 =====·= $ ____ _ $ ------ ======•= =============·=== COMPUTATION OF TAX $ ~ $ $ $ * <!! 'f' $ =====•= ~==========•=== (':') As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. $ ______________ __ $~------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 $ ______ _ *---------------$ ______ _ $ NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ( No. . . ? Year .......... .. IS THE .\lATTER OF THE APPRAISEMENT OF THE EST.\TE OF . B~N.Jl\MlN. JI ~ Q{)LWES, ~}(~ .~.~c. Deceased Late of .. HICKORY County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL / Form RCC-2· ~PARTMENT OF REVENUE BuREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 '/7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ........ AP.:r:~.! ..... ~.?. .. t. ..... ! .. ~.§.~ ..... ·········· COUNTY #§.3. ........... W.A§JU.N.9.:.1:.9.N .......... . . 6,'3-68-364 FILE NO.~ .............................................................................................. . Whereas, .......... a~.NJ..AM.J..N ..... H..~ ....... G.9..~~.§.2 ..... ~.~~ ..... ~.~.~ .. ~ ...................... late of ..................... ~~.~.~.~.!:."!... ........................................................... . in the County of .......... ~~~~.!.~~.~.~-~ .................................................................................. Commonwealth of Pennsylvania, having died on 25th February 68 . the .............................................................................................. day of .................................... .......................................... 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................. W..~ ...... R .. ~ ....... G.HA.~.X .............................................................. , 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 possesl!ion 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. Description of Anet REALTY: As per Schedule A sttached PERSONALTY: As per Schedule B attached TRANSFER: NONE JT o HELD PERS o: As per Schedule E attached Unit Values $ Appraisement Made for Inheritance Tax Purpoaes 10,000 00 30,103 54 NONE 399 96 I TOTAL ! 40,503 50 I Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on· this ..................... o2.C..~ .......... day of ...................................... ~ .... '<:\7 ... ~ ....... ~: ........... ~ 19 .. A!(~L /7 ................................... £. .......................... ~ .... 4... ........ "-""1' ••••••• '''"'"'""" ......... ~ 111or ''"'''''''''""'''''' ,,,,,,,,,,, ............... ., ................................. ,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,,,, '''""'""""""'''"'" ............ . .#9.3 .. WJ.\.$HlNQTO.N ....... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of Deceased. Late of HICKORY Date of Death, ............. FEB.RUARY .. 25., ..... 19.68 Appraisemel!t Docket Vol., ............. }.'!.. .......................... . Page, .... ~.~.:.~ ..................... No. 63-68-364 Filed in Register's Office, AP~:i.J ..... ~.§ .. , 19 .... §~ Amount of tax due, $ ....................................... ·-·-·---- DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and ch(Jrged, ~ / ~ Form RCC-10 DEDUCTIONS ALLOWED IN OFFICE OF THE REGISTER OF WILLS OF __ w~a:._S_h_i_n-=g'-t_O_n __ COUNTY STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF , , .......... $ .. DATE APPROVED ....... . AND AGENT OF THE"COMMONWEALTH Register of Wills, Ageot ESTATE oF Benjamin H. Colwes a/~~ oF __ ......:;.::H;_i_c_k_o_r_y..._ ___________ _ Benj. H. Colwes a/k/a B. H. Colwes DATE OF FILING APPRAISEMENT ----------OATS: OF DEATH _.,::Fc...;e::;:b:::;.r=-=U:.:a:;:r:_yL-..:=.2;..::5:...J,t--=1..::9..:6:...:8::;...... ___ ~) ' DATE NO. OF VOUCHEJ!t ---"T"---t- 3/5 68 3/7 68 3/12 68 3/14 68 3_/11 68 4/16 68 4/25 68 4/22 68 5/3 68 5/10 68 5/17 68 4/29 68 4/29 68 NAM&: OF PAYEE REMARKS Gertrude D. Bigler Witness Fee 5 oa·~ Russell Marino Letters .,.,17 00 ·Russell Marino 1 s. c. 1 00 Washinqton Co. Reports Advertisinq 12 50 Observer Publishina co. Advertisina 12 so Russell Marino 3 s. c. 3 00 Russell Marino ' Inventory & Bal. on Ltrs. 7 50 Speakman Funeral Home Funeral Bill 1 130 30 Reed, Lear & co. Commission on Sale (Niagara[) 12 34 Reed, Lear & Co. Commission on Sale (Madisor) 19 19 Reed Lear & Co. Commission on Sale (U.s. Irld ) 20 _42 Russell Marino Filing Account 16 00 I Bloom, Bloom, Rosenberg & I_.=..A=..:t::...t::..o=r.=.:n:..::e:.L..:y:s:;;.·_' -=.F..::::e:..::e:.:s=--------+---'I2::..L...::;0-=5-"0'-+_0=0-~~m 1 I columbia Gas Last Bill 31 00 West Penn Power Last Bill 7 92 8/3 68 Jay Allison School Tax 159 46 -----+-----r-----+--------------------------+------·------------------------f'-------~----l ! Total 3,817 71 COMMONWEALTH OF PENNSYLVANIA } washington sa: COUNTY OF I, ---=n=-e~l-::-1-a-F=-1='-o-r_e_n_c_e--c-o-=-1 we s ____ _;;;;.,;;;~;;.:::,~-=..;:...::...=.:.;:.=..::-._::::.::~.:.=_=.._ ________________ ,HEREBY CERTIFY. THAT. TO THE BE8T OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST ~NO T_RU E STATEMENT OF OEBTS, FUNERAL EXPENSES AND EXPENSe:!~ OF ADMINisTRATioN suBMITTEo To THE ESTATE oF BenJamln H. Colwes .OECILAtiED. AS OEOUCTIONa FOR ~ ~ ____ JJ~J~~-=-=u.-==---_..·~-==-~=· =--·. SWORN AND SU CRIBEO I!IEFORE ME THIS ---:----DAY Of' INHERITANCE TAX PURPOSES. (L. 5.) --~~--~~~~~~~---ta~ ROWENE EBELING NOTARY PUBLIC MY COMMISSION EXPIRES FEB. 8, 1969 WASHINGTON, WASHINGTON COU.NTY ::·' _] -· -.;~:_ • ! -w