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HomeMy WebLinkAboutOC1968-0592 - ESTATE OF VALENTINE~J-~'t-Ib 7:L. i\ffi~auit (@f 1fxrrutnr (@r i\~mini!itratnr ~OR;NA W.O~A,RK,NOTARY PUBLIC WASHINGTON.WASHINGTON COUNTY,PA. My commission expires December 30,I'}7eJ j;tntr of 'rnnaglnnntn,~aa: cnounty of IIna~tngton ~ Personally before me,the undersigned authority,a D.9..~.~r..y.p.~9.J.+..~..in and for said County and State,appeared )rt+...~n §.t..~.~.+...~M.g.g.9:r..g)..~who,being duly sworn according to law,deposes and says that S he is the executor~:lRam~M of the estate of .........................p..~.g.r..:J..~.~Y.g1~.n.t!.D..~deceased,that the foregoing schedules constitute a complete inventory and appraIsement of the real and personal estate of...........P..ear..l....B.......Y.al.entine.., 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 bythe above named Executor ~~.day *d.ti:=:~i'~~:~'1.'hi,/ff-=.....I~./kb]&.~- 64q;~:,/."":'17"•""".f1.I.......,,"~.............)'Execut°:tX~~~~~~~x 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. 1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 3Juurutnry aUIl !\ppraistmrut of the goods and chattels,rights and credits which were of p..~.9:r.J ~..~Y..9:l~nt.J.n~Jate of l?.Q.r..Q1J..gh Q.f.~g.§.11 W.g.§.h~.D.g~.9.!.L. Washington County,Pa.,taken and made in conformity with the ab(JVe affidalJit. PERSONAL PROPERTY DOLLARS CENTS 1.Furniture and furnishings 2.Yellow gold Wittnauer wrist watch 3.Diamond ring,white gold setting 4.Checking account in Washington (Pa.}Office of Mellon National Bank and Trust Co. 5.90 shares of capital stock of American Telephone and Telegraph Company @ $50.03125 6.Dividend of American Telephone and Telegraph Co. 7.30 shares of 4%cumulative preferred stock of Koppers Co.,Inc.@ $64.09375 8.Dividend of Koppers Co.,Inc. 9.25 shares of 4.36%preferred stock of Equitable Gas Co. @ $80.00 10.7 shares of common stock stock of George Washington Hotel Corporation @ $8.00 REAL ESTATE IN PENNSYLVANIA 11.All that certain lot of ground situate in the Fourth Ward of the City of Washington,Washington County, Pennsylvania,bounded and described as follows: Beginning on the Eastern side of South Lincoln Street'at the corner of Lot Number One in the McKennan Plan of Lots as recorded in Plan Book 1,Page 187,in the Office of the Recorder of Deeds of Washington County;thence East along the Southern line of said Lot Number One one hundred (100)feet to a twelve (12)foot $510 00 10 00 75 00 1,721 50 4,502.81 I I 54 00 1,922 81 30 00 2,000 00 56 00 ,$10,~~2 12 ~...~ j 7nflSSS1 O~...:1 7f .J"1IlfII~ .~"'"~... INVENTORY AND APPRAISEMENT Re:PEARL B.VALENTINE ESTATE REAL ESTATE IN PENNSYLVANIA alley;thence South along said alley forty-two (42)feet;thence West one hundred (100)feet by a line parallel with the Southern line of said Lot Number One to said South Lincoln Street;thence along said Street forty-two (42)feet to the place of BEGINNING. Upon which is erected a story dwelling house known as 150 South Lincoln Street.(See Deed Book 532 Page 537).$20,600.00 REAL ESTATE OUTSIDE OF PENNSYLVANIA None SUMMARY Personal Property Real Estate Total $10,882.12 20,600.00 $31,482.12 /4 ,. •• to 3-i Y ~0-Y;U NO.c3~Z ; INVENTORY AND APPRAISEMENT IN THE ESTATE OF PEARL B.VALENTINE~ DEClD ---:- ::::vrr;:;owe::u;&;~,-:-;";:~::Or-c:,_"-ti~..l~=::::;;n---".r-;~:r-ov) (c;;., I~ tD ~"'-;;;", f v >• to 10 ..............~ f t--r9-~- 1~"'1iju ~..--40: • Attys: McCrelght,Marriner & Mccreight Inv.Dkt U Page de: .~) .~ ..;;.. aIommouwea1t4 of itIeUUn111Uau.ia,}ss.Ellaal,iugtnu ClInuuty,,,- Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid RU35ell Mar1no A.D.19 68 ,before me, J ,Register for the Probate of Wills and Granting Aprildayof16th.on the the last Will and Testament of Pearl B.Valentine Ellon Steele McCardle .. (a true copy whereof is to these presents annexed)l was duly admitted to probate;and rix the ExecutOt 11l said Will and Testament named,having appeared before me and taken and subscribed ,Register as aforesaid,do in the County aforesaid,deceased, Russell Marino C1t1 of Washington ~O\V,THEREFORE,I, late of the oath of office prescribed by law; grant these LETTERS TESTAMENTARY,unto the said , :Ellen Steele McCardle committing unto Her the administration of all'and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Her to exhibit a true and perfect inventory thereof into the Register's Offjc~,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 16th. day of April m the year of our Lord one thousand nine hundred and Sixty Eight :r .i~•'~.•l --,...o·o ~". •'.----C-.-.-'.'-,,_,_._"-"";_._--~'.,__=_;:::..::-_:_.._~_..:::-".__._,:.__.;c:-:.:~::.:----::--_.:.-_______.._ -',. ,11;1 §t~tl'llf Pl·1Uwttll1~!1Iia.("lIb: QiltlUl!U ,11f lRl~ii!illLltml Personally before me,the undersigned authority,a,,n.~.~.~.r..Y.T?.~,!?')'..+"9..in and for said County a11,l State,al)pcare(1..g.1..1~.lJ 0..t.~.~.1~t.19..G.<J..r..9.1.!?~who,being duly sworn ;\ccl)n1in;;to law,deposes and says that S he is the executor)oiDilaJ1-1n){w{iff>!(of the estate of .........................p..S'.g.r.J B..~y8,..l~.nt+..n.~deceasec1,that the foregoing schedules constitute a complck i11w11wry :Illtl appraisement of the real and personal estate of..,........P..ear..l....B.....Jla.l.e.ntinc.., deceased,except l't~al estate olltside the Commonwealth of Pennsvlvaninj that the fig-ures opposite each item of real and pl'l'so11al estate in the fore~oi11g schedult.:s arc det~rrnil)ec1 And stated by the undersigned to be the bir r:ll\le of said items as of the elate of the decedent's death,b~seq upon a just apprniscment of each itt.:m macle by the above named Executor l~1Xl)i~~.' ,.(/7-/; S"'o;ifzd subscribed be/ort !this....e...:...........C p '.,day 01 "7 ···.l:~'·····T······c.l~.:p:.t.t..'::r.::-:...,..db~jJJ"'/.:£:!.g1.~".__..(;JuJ/....,e0,,'£v.:·2.i.:":":""":·"·":""~~~·;;~"INSTRUCTIONS Execut°'X~<fJ!ifi<lii!'>!" 1.:\n il1\'entory must be flied wlthll1 three months after appoll1tment of personal representatlYe. ~.A supplemental inventory must be filed within thirty days of discovery of additional assets. S.1 Original and ~Copies and 2 HCHI-:34.,Under $1 O,OOOi 1 Original and 2 Copies and 2 RCRI·33, Oycr $10,000,including-Copy of 'Willi 1 Ol'ig'inal and 3 Copies and 2 RCRI·33,Over $50,000,in- cluding Copy of \ViIl and copy of Federal Estate Tax Return . •",,,J.',REFERENCE FOR ADDITIONAL COpy c',/ISii:r:tT):';,\\':':'::J;;li:l);~C~l';i;'Y,'N,.Act ,of 1947 P.L.513 Sec..5.2,72 P.S.4844.2 :',','co:;:,:~:_>,'k";ex;;i!c$[lW,iT'oG2i 30,1'!1t) ]l1urulory ullb Ap.prUtliPmfut of the goods and chattels,rights and credits which were of r..s.g.r.1 J?..~Y..?..l~.nt.JD.~late of !?.Q.r..Qg.e.b Q.f.t::.9,..~..t......Y.~g,..§.b.lr.t~~.Q!.L 'Washington County,Pa.,taken and made in conformity with the above affidavit. 1.Furniture and furnishines 8.Dividend of Koppers Co.,Inc. 2.Yellow gold Wittnauer wrist watch .I I I I I DOLLARS CENTS . II i ,I I 1$510 00 10 00 I 75 I 00 I1,721 I 50 f 4,502.81 ,.- .- 54 00 (I I.~. 1,922 81 ,?o~~' 30 00 . I ii I '2,000 i 00 1,,,1 I ' I 56 100!~10,8821f2 I I I I'I REAL ESTATE IN PENNSYLVANIA All that certain lot of ~round situate in the Fourth Ward of the City of Washin~ton,Washin~ton County,Penn~ylvania)bounded and described as 'follows: 3c~innin~on the Eastern side of South Lincoln Street'at the corner of Lot Number One in the McKennan ,i Plan of Lots as recorded in Plan Book 1,Pa~e 187,in J the Office of the Recorder of Deeds of Washin~ton County;thence Ea~t along the Southern line of said LoNum~er One one hundred (100)'feet to a twelve (12)foot '~, 11. PERSONAL PROPERTY 9.25 ~har2S of 4.36%preferred stock of Equitaqle Gas Co. F'!~80.00 7.30 shares of 4%cumulative preferred stock of Koppers Co.)Inc.@ $6II •09 37 5 6.Dividend of American Telephone and Telegraph Co. 5.90 shares of capital stock 6f American Telephone and Telegraph Company @ $50.03125 3.Diamond ring,white gold setting 4.Check1n~account in Washington (Pa.)Office of Mellon National Bank and Trust Co. 10.7 3hare~of common stock stock of George Washington :otel orporation @ '$8.00 : '$10,882.12 ·20,600.00 $31 ..482.12 None SUMMARY INVENTORY AND APPRAISEMENT ESTATE REAL ESTATE IN ~EAL ESTATE OUTSIDE OF PENNSYLVANIA PEARL B. f\ \ I'- alley;thence South along said alley forty-two (42)feet;thence West one h\lndred (100)f~0t by a line parallel with the Southern line of saiJ Lot Number One to said South Lincoln Street;thence along said Street forty-two (42)feet to the place of BEGINNING. Upon which is erected a story dwelling house known as 150 South Lincoln Street.(See Deed Book 532 Page 537). Re: Real Estate Personal Propety Total ...... '...~ / rn ".' ~_....".-, 0 ~~U> U>>>.....en -I0-l %.....mCl>::::r Z0..Cl>0 U>~~"1'1.....;;:-t...::::r 0 ."C Z m Cl!:::l Z 0 :::l n Z:::l 0 0 en0..3 eo(n Cl>C ...0 0..Z <...»-I >...ro n eo(ZQ.n .. 0 ~0 c!"::!0 :::l.-v---..... 0-UI Cl>en :::l:en (£) :::y 0..:(])c-< U>~...:::l 0n<nCl>0~.9.:'<:::l0-(£) Cl>8'Cl><0Cl>,~en 0..Cl>'0~Cl> en 0:::l0.. U>0'<en..,..::r0..........::rCl> 00-0<CD 0nn0C :::l..... l/1~...:::l o :::l0.. U>C0-U>n ::!. 0-ro0.. 0-Cl>-o...Cl> 3Cl>.....::r U> ~.~ 0..o 1-,'< 'b..,., V ':,',',', ,,',',.,,,',,,, ,.~ i i~ i i~·,· .· .· . ,''''''"~<~"-:....::e .c>:r-'CIl:'~3:V"J:=-'~=~.:~~~~_~::e--I~.:z::Q' Q~~:::!:V'1 .. ~.=:z:)~~'~~--<­=====--<.~•...,-0~oc=~l§~ ~~n <=> ~£::r :::l "(£).....0 :::l () 0c:::l~ U>U> s:-'On -ci>...0 ----- ...Cl>:::lCl>U>n o Q Cl>--to\_ •...,;~g-~0.. Cl>0..0.. 0 0..0-0 n-+'<_Cl> o ~.....;. Z Q::r~ o .....Cl>.~-:ff:~3-a ~!~6.~;:'"~r;,'11 :/S';;0 -0 ~':c .....<~:~CD :::r Cl>(]): :\oCl>(£)::s:~i\~i'6 ~P-,'~~t,e-,r-.!i""<1>' ;0'~;''-'-~0 <Q <1>;t~~j ~i.i ;~;~-_!V)i~~~r' $:;0 :I er (Jl -P._'',...-<-1-""i ;0";>-,,3"<1>':...;...Q :<3 g ~o :::l ~ iit'~a !) i J ... f~18~,.1 " C'J :x:: iC-"" •,-:,"-,c-::-_~<t.',--C)--:=-S;-~0.... ..::-~...........;..-r<-0a::.3J::0~'u--....,d.;"0 6,,11-.0 __J a::\-- _I'llJ (.;)w 1_:z: . p\d.IS~ ~ ......E..LL..E.N....STE.E.L.E l'1.Q..G.ABPL..E..'-.__. ....E.x~.CJJ.t.~j,.x ..__.____ McCreight,Marriner &McCreight &8-(.g-~q ')No·------------.--·------"--.I..--~··..----. ~2 ~,-t>~. 520 Washington Trust Building Washington,Pa.15301 PEARL B.VALENTINE ESTATE OF Attorney for Accountant,,...., ......______ __Account of ..,......,-"~:__.(f!~-'" ~..<.- >~-J~'---....,J...o.~~"1 .~.<A .~.s-::,..:And,now to WIt..__.....__4 ....~.~..__.~"C:;1 .-:'-.c:n .0::~JilL__..,the w.lthm aeeou~_~.~eo; for co~a~ion.nfl ~or.' .........~.ll..~:~·----. Register and Ex-Officio CIerk of O.C. -:l"- -- ~ ~ &. \ 1 t .\. 1..f \ .J..-, ') ~, L .... 1'1 ~.--, , .' " ~/ The Court is respectfu IIV requested to determine proper distribution in this estate. "-"'\/ tI ..)" ADMINISTRATION ACCOUNTS The FIRST and FINAL Account of ELLEN STEELE McCARDLE,Executrix of the Estate of PEARL B.VALENTINE,deceased,late of the City of Washington,Washington County,Pennsylvania. Sm~MARY PRINCIPAt REALTY; Schedule A - PRINCIPAL PERSONALTY, Schedules Band C ,INCOME PERSOMALTY~ Schedule D " Debits '... $20,600.00 1'1,013.29 6,376.85 $ Credits 2.81 Balance $20,600.00 11,010.48 6,376.85 EXPENSES OF ADMINISTRATION, Schedule E FUNERAL AND BURIAL, Schedule F DEBTS OF DECEDENT, $2,218.49 -2,218.49 1,381.30 -1,381.30 Schedule G INHERITANCE AND ESTATE TAXES, 110.60 110.60 Schedule H Totals $37,990.1lf 8,418.02 -8,418.02 $12,131.22 $25,858.92 The above balance is in the following form: In kind at inventory value - Furniture and furnishings (Inventory Item 1) Wrist watch (Inventory Item 2) Diamond ring (Inventory Item 3) 90 shares,American Telephone and Telegraph Company (Inventory Item 5) 7 shares,George Washington Hotel (Inventory Item 10) Real estate (Inventory Item 11) In cash - Cash deposite~in the name'of the estate in checking account #194-5356 in Washington Office of Mellon National Bank and Trust Co. $510.00 10.00 75.00 4,502.81 5b.00 20,600.00 105.11 $25,858.92 ".. 1968 March 30 1968 March 30 May 31 June 10 SCHEDULE A PRINCIPAL REALTY,Debits: Real estate per Inventory and Appraisement SCHEDULE B PRINCIPAL PERSONALTY,Debits: Personal property per Inventory and Appraisement Washington Hospital -refund Gain on sale of 25 shares of preferred stock of Equitable Gas Co.(Inventory Item 9),as follows: $20,600.00 10,882.12 5.62 ,. Internal Revenue Service -refund ,of 1968 tax I Aug.9 1969 March 17 Sale @ $83.00 Inventory Value Blue Cross -refund $2,075.00 2,000.00 75.00 14.55 36.00 $11,013.29 1968 June 13 SCHEDULE·C PRINCIPAL PERSONALTY~Credits: Loss on sale of 30 shares of preferred stock of Koppers Co.(Inventory Item 7)as follows:.';,,.-,Inventory ,value Sale @ $64.00 $1,922.81 1,920.00 SCHEDULE D 2.81 1968 June 4 June 12 June 25 July 2 July 3 Oct.11 1969 Jan.2 May 2 June 13 June 17 1968 Apr.16 Apr.18 Apr.18 May 29 May 29 June 10 June 13 July 9. July 9 Nov.25 INCOME PERSONALTY,Debits: Equitable Gas Co.-.dividend James T.Valentine -contribution toward Federal Estate Tax on joint account Flora B.Steele -contribution toward inheritance and estate taxes on joint accounts Koppers Co.-dividend American Telephone &Telegraph Co.-dividend American Telephone &Telegraph Co.-dividend American Telephone &Telegraph Co.-dividend American Telephone &Telegraph Co.-dividend .Ellen Steele McCardle -contribution Ellen Steele McCardle -contribution SCHEDULE E EXPENSES OF ADMINISTRATION: Russell Marino,Register -probate Observer Publishing Co.-estate notice Washington County Reports -estate notice J.C.McCleery -appraisal Notary fees Kay,Richards &Co.-brokerage costs Kay,Richards &Co.-brokerage costs Russell Marino,Register -filing Inventory and b~lance of probate costs Notary fee McCreight,Marriner &McCreight -payment on account of counsel 'fees 27.25 47.50 672.00 30.00 54.00 54.00 54.00 54.00 884.10 4,500.00 $6,376.85 $21.00 12.50 12.50 35.00 1.50 27.74 25.75 7.50 .75 1,000.00 SCHEDULE E Continued, 1969 June 12 American Telephone and Telegraph Co.-N.Y. Stock Transfer Tax June 16 McCreight,Marriner &McCreight -balance of counsel fees June 16 Russell Marino,Register -filing Account June 16 Notary fees June 16 Russell Marino,Register -Short Certificate SCHEDULE F $2.25 1,050.00 17.00 4.00 1.00 $2,218.49 1968 April 22 July 8 FUNERAL AND BURIAL: Piatt Funeral Home -funeral Kurtz Monument Company -grave marker SCHEDULE G DEBTS OF DECEDENT: $1,281.30 100.00 $1,381.30 1968 April 22 April 23 April 24 May 15 July 8 Annex Pharmacy -drug bill Clark &Company -preparation of 1967 Income Tax Return Catherine VanVoorhis -nursing bill Washington Hospital -bill Dr.J.Paul Proudfit -medical services $1.35 18.00 25.00 17.25 49.00 1968 June 24 1969 June 16 SCHEDULE H INHERITANCE AND ESTATE TAXES: Russell Marino,Agent -payment on account of Inheritance Taxes Internal Revenue Service -Federal Estate Tax ., ,.. .. $110.60 $3,500.00 4,918.02 $8,418.02 ·, Observer·Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,lIJS amended. Commonwealth of Pennsylvania,County of Washington,SS:. Perrsonally ap,peal'ed before me,a Notary Public in and for said County andl*&j;e,Ri.~.b.~.~g~$.L..9.Q.w~~.................who being duly SlWornaccor~~to law.deposes and says th.a;t he is the ~.g.c-re.t.a.r.y.ooo..oo. of the Observer Publishing Company,a PellllJ8'flvania corporation.and'its agent in thi'sbehalf;that the said Company is,the owner and publisher of the Observer~Reporter,SUCCle,ssor to The Washington Observer,established September 18.1871.and The Washington Reporter.established August 15, 1808.a daily newspaper of general circulation,printed and pUblished and having its place of busines's at Washington.Washington County,Pennsyl· vania.where it or its prede,cessors have been established and published continuous'1y for more than six months,prior to the publication of the notice hereto attached;thllJt the printed notice or advertisement hereto attached is a ,copy of an official advertisement,official notice,legal notice or legal advertis,ement.exactly as'.printed or pUblished in the ObB1ervet·Reporter in its regula;r editions on the following date or d'ates;.oo oo oo o o . ..o Apori.1.oo..202.~o2.9 ~.m;L.M.~.y.oo.o9,.,..o.J9..ML oo that neither th~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 character of publication are true.e J ~ ...................................:~.,. -"~EXECUTRIX NOTICE ESTATE OF PEARL B.~~· TINJ1);.deceas.ed late of.~jf~~~I1· AngtpIFwa,s,hmgton <::ounty,,,~,"::_i ','Letters.Testamenta~y .upon theabov~'ate having been granted tOI llithe<:'i.i ned all per,son,s,'havingcl.'st 'the ~tstate;are re·'ake known.the;,same to'- 'the Oed or his attorney and' Iall ."aebted to the decedent arere<;lue edrto ,'make payment tol 'the undef~riedwithout delay.I \.,',•.•"':'E.uen.Steel.e..M..c..c.a.•.rdl.e.....••...~,..' Executrix _'T'1037 Magnolia Drive 1~ ",Washi .,,~8.?~530~ht ..\McGreliht<,ing{'uilafng""~'~ on,P .15301 -,'"ney' •._._"_RQ.ot::~f['........·~,~...~ Sworn to and W.26782 subscribed before me this..O day of M~y.19.~.~. ...Lllq~~~.~2!t~~..... U MARGARET M.BRADlEYa'OTARy"PUBlIC WASHINGTON,WASHINGTON COUNTY MY COMMISSiON EXPIRES MAY 6,1968 r Washington County Reports" 8C3C:m::KJCIlR~SX'ULEX Washington,Pennsylvania (PUBLISHED 6Y 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 WASHINCTON) STATE 0"PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonvrealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal peri'odical for said Washington County,published weekly having its place of business at Washington.Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts 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: ....,.._..Ap._r..U ~.S..,J~_Q~_ _ . ..........~!:l:y.?.1.....~.1..!.~.~.~. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of ,hi,,ffi<hv',"<0 ,'"cini",:d '~"'"O~"b~00.L/ ~. 'tor ..~.!.h.~:;..;rclay of...~~~,196...~. ~:~:~;-:~ Washington,Washington Co.,Pa. My Commission Expires November 1,1969 Estate Notices The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys• •• ••• • • • • • ••• •••• VALENTINE,PEARL B.,'Pec'd. ~ate of City of Washington Wash-mgton County,Penna.' Executrix:Mien Steele McCardle 1037 MagnolJa Dr.,''Washington Pa'15301 ' . Attorneys:McCreight,Marriner &McCreight,520 Washington TrustBldg.,Washmgton,fPa.15301 In the matter of the Audit of Account in· / Estate or..f--:P:..:E:.:A.::R:.::L::.....:B:::....:...~$~A2.L¥E~N..!o.T.=.I.;!.:iN.==E'-J.,_:----I deceased. TO THE AUDITING JUDGE: 63-6,8_-~59:;:..-2~Vn.VNo.,_...::...-o_,~__,A.A. Enter o_u_r appearance for~__~a~C::.:C~O:.:::U~n..:.t~a~n:.:t~_ ~:.:September 19~ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated In a ,separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. FI;LED. '69 ocr 23 Pt1 2 27 RUSSEl.l M($,R~NO REG.~S1fER Of WfllS WASHIWGTOIV C.O••lPA. ........__.._",,·0....,..,...-..,.__.""'.c__"__~-__----------.-----------..., Te~tateFotm PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY PEARL B.VALENTINEEstateot -----.---. Deceased N 63-68-5920 _. Fiduciary_~J.J:~_~0.~~.~J..~..~~.9.?:~.~~.~._ Date of,.M Date of April 16,1968 , Decedent s death ar.ah..3'O..,.19.6B._ _.Grant of Letters :..__. This is the .F.Jr..l?J ?JJ·Q..~J!'J..:~J·account filed in this estate If,there have been former accc;>unts filed in ~his estate,list file numbe~or nLJmber and term :. None Election to take Under or Against will.(cross out one) Date Election Place of; Filed ____Record _ . Name of surviving spouse _~.?~~_.__..__._..__.._ ____..___..__.._.. List issue,where material: '. Did decedent marry after execution of will?(indicate)~~No.Any children born after execution of will?(indicate) -001.No.If answer yes,name them __ ___ ___..__._'. \\ Leg,atees Ellen Steele McCardle Relationship Niece Interest All ,., Fiduciary,if deceased or not sui juris List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: No Exceptions If partial intestacy,give facts:None 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 q:,Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~;X If any exception give cause:. File copy of Notice and date ofmailing ~!-JD.~23."'1.9..6.9.. t· Is estate subject to the filing of a Federal Estate Tax Return?!.~.~. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $}.~.?.~g.:.g.~. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . .........~,Jng,p..P.J.J.Q~.P..J..~,. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: A question of apportionment of Federal Estate Taxes is involved,but is waived.Petitioner Iledfu not to seek reimbursement of any additional Federal Estate Taxes from non-probate beneficiaries. $..2.6.,.17A 8.2 . $-'~~ Balance for distribution per account, Itemize any additional debits not shown by account: 7/8/69 Ellen Steele McCardle-contribution Total additional debits (Add) Itemize any addition"al credits not shown by account: 6/23/69 Russell Marino,Reg.~certified copy o"f Will q/6q 'b Notary fee -Audit PetitionD~strl utlon on account ln kind - Total additional credits (Subtract) Balance for distribution 315.90 lI.50 C5,1~ f5.-'-l'9..~.3I~. $....~?.'..~.?8•92..................... ........q:P OJ;'5l:~'"$__.__....3.__......__...__...... If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Cash deposited in the name of the estate in checking account No.19l1-5356 in'Washington Office of Mellon National Bank and Trust Company $415.51 Real Estat'e (Invento'ry "Item No.11) -.'t. 20,600.00 §;lJ.,Q?,.i:;.olOi'T" _. ~ ·. IN THE COURT OF COMMON PLEAS OF lVASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF PEARL B. VALENTINE,Deceased. ) ) ) NO.63-68-592 ELECTION AND RECEIPT KNOW ALL MEN BY THESE PRESENTS That I,the undersigned Ellen Steele °Mc'Card1e,sole beneficiary under the Last "'Jill and Testament of Pearl B.Valentine,deceased,do hereby elect and acknowledge to have received in kind the following assets of said estate at Inventory value: Furniture and furnishings (Inventory Item 1) Wrist watch (Inventory Item 2) Diamond ring (Inventory Item No.3) 90 shares,American Telephone and Telegraph Company (Inventory Item 5) 7 shares,George Washington Hotel (InventoryItem10)... TOTAL $510.00 10.00 75.00 4,502.81 56.00 $5,153.81 -, If Family Exemption claimed by Petition,give place of Record:rl!.~P.P.A-J~_~~J~_._..___ _ _ . If F 'I E t"I'd d"I'h'db'f CI'InapplicableamiyxempIonIScalmeatauIt,give name,re atIOns Ip an..aSls or Q1m:~_... List any advancement or distribution on account that has be;enmade,and nature and amount of same: 510.00 10.00 75.00 4,502.81 $Furniture and ~urnishings (Inventory Item No.1) Wrist watch (Inventory Item No.2) Diamond ring (Inventory Item No.3) go shares,American Telephone and Telegraph Co. (Inventory Item No.5) 7 shares,George Washington Hotel (Inventory Item No.10)56.00 $5:15"3.81 Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: It is respectfully suggested and your petitioner hereby elects that the real estate (FnventoryItem No.11)be awarded,to your petitioner in kind, that the distributions heretofore made to your petitioner in kind be con- firmed and the residue be awarded to your petitioner. COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly.......~_~~.~!?_...__doth depose and say that the facts set forth in the foregoing petition are true to the best of _~_~.~knowledge and belief, .........._._9.~QJ'.n.__to and subscribed before me th;s_,f-::~day ,aLO.---~--~PJ-'---------;t 9~~_~_~ Signature of Offlcer...~~a.....!...~., T;tle af Olficer ~--~------- Office expires..........d?I...s-::......J9..?t2..... I BARBARA CRAIG,NOT!RV PUBLIC ,WASHINGTON,WASHINGTOII coum MY COMMISSION EXPIRES JUNE 25,1970 And your petitioner will ever pray,etc, {Jk.ff~llrcl~e:¢«;:------------ I t [ [ [ [.i i ,. , ~1" -...... '.No....§.1::.9.§::-.5.9.?. PEARL B.VALEN':[1~Nf..L"E""·i'\Estate of···········································f,···~L "U'~ ................................:t:&Q.··Otl Z3 PM Z a7' Decl!"asea'' , Fiduciary....~!.l~P.:··§·~~·E?!:-·~···!':'I.~·Q·?:~·<J:~iot$SEIt,MI),~~N@ !i'2;!+.Ii'-,1 ~«'-'1fr.t:lW iQ:&":WIlllSli~~~~n~t1 ~l~• .: ::\1'.lS~,taNIe;.liOiNl (Q:@•.~Pl, PETITION SUR AUDIT FROM WHEREDECEDENl'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:po rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem/if pertinent. 3.Copy of Order appointing Trustee ad litem/if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an ,attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.-Certificate ~f 'liens in case any of the funds for distribution are from judicial .sale bf real estate. 9.'Signed and itemized elections if any distribution in kind. 1O.Copy of FederaI Estate Tax return if es- tate is subject thereto. ..~~.Q~.~~~.~~.-'...~~!-.~J:.~!:.~...~...!':I_~g.~~J:.gpt Attorney ~2 '.-....'r- '"'#,.,'11'- .' ·'" In t4r Qtuurt uf Qtummun ~JnrU5 uf lIus4ingtnu <t!nunty. Jrnn5yluuniu.®rp4un5·Qtuurt iittinwn ESTATE OF NO'---l6~3~·iQl6aO).ll·L!;5~92!6------- Pearl B.Valentine,In the matterof the First and Final deceased.Account of Ellen Steel e McCard)e Executrix ADJUDICATION AND DECREE And now 'October £.J 19-6.9-,this matter came on for hea~ing, audit and distribution at this session and testimony token;'and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $26·169.32 and the account is accordingly confirmed;and it is ordered, adjudged an'd decreed that the said balance be paid out by the Accountant in accordance with ,the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be flied sec.reg.or an appeal be taken herefrom sec.leg. .SCHEDULE OF DISTRIBUTION Balance per account --,...:.--_ Additional debit asked at audit Additional credit asked at 8.udit Balance'__---:..'---_ balance TON COUNTY ,.';;.;$'.:...... Russell M~fin6;Agent,transfer inheripaJ;lce,ta $472.7~tnterest from 6-30-69 to '11-4-69 .9.70".,.~.....~. W..50 $26,127.82Pcflo-if/.",,j 11-::<1./-t.f i-$o!()a Russell Marin~,Cler~O.C.,costs tn;§ertify-s.o~._nl ing real estate to Recorder,...1.!b.QQ.,.//~.(f.JUj I $2.6'123~~~··~..~/~';J.'?~John D.Wo()dward,R~corder,costs r~cording ce -/,c..7;;~;~a~io~fot"r~!!-f estate and co~t:,~egi.te inglill .'.@ $26,116.07 ~J,., 482.4.41 '...$25,633.6,3 ,.'~.,fJ.J/ff:'{.I/Y-/I.:2J1-1,Ellen Steele McCardle,niece,resid~e,i~cludi g cash,rea!esta~ej as hereinbelow 'described,.~,. furni ture.arid furnishings,jewelry~90 shar s . at $4502.81~and 7 shares George:Wa~hingtpn Hotel stock:at $56.00;held in kina and dIstribut~d as such ~t the appraised value,cr dit to be taken by the accountant for funds and items advanced',prior to distribution by the Court·";''..6'.',..'.po::;~~~,. Deduct Clerk's Co~ts &RE:!,ceip!S:-o>:-,...."..~---:'__- ,.'; ,'1 ./.~l .:~ ~...,,<"~:,.:;..~j f,~••'~.. Pearl B.V~lentine,devisor,to Ellen.Stee e McCard e,devisee of ell the right,t~tle and,interest of the devisor Jon and to parcel of improved real estate described as,VIZ: ALL that certain ,lot of ground sd.tuate in he Fourt Ward of the City ,. Attorney ·.....lM.:.LJc'"-lC......r~e:...i~8¥b.,I,.lt...,·'I'""'·~M~lwP~p.:J.i""':t:ll.lllel..r;:p"._llli&;.....a:,aN_c""'C~pu.e...i 8~b.w.t....·-- .: r , 'off ~iI~.,._..,-- -~... ---'" .' ,., '. .'. ,I ...._······r··~~.,-~. ,. " ,. of Washington,Washington County,Pennsylvania,bounde and described BEGINNING on the Eastern side of South Lincoln Stre t at the corner IolnStreet;thenee ' id alley forty-two arallel with the ace of EGINNING.Upon I s 150 Buth Lincolnstree~j I of Lot Number One in the McKennan Plan of Lots asreco ded in Plan Book 1,Page 187,in the Office of the Recorder of eeds of Washington County; thence East along the Southern line of said Lo Number one hundred (100) feet to a twelve (12)foot alley;thence Sout (42)teet;thence West one hundred (100)feet .Southern line of sa.id Lot Number:One to said along said Street forty-two (42)'feet to the which is erected a story dwelling house known (See Deed Book 532,Page 537.) CERTIFIED TO RECORD~R:NOVEMBER 24,19 9 ... ... ,·f o~:::l :;t (1) 3o::; (1)...o..... :;t (1) zp ", IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE:ESTATE OF PEARL B.) ) VALENTINE,Deceased.) REFUNDING AGREEMENT In consideration of the transfer to me of ownership and evidence of ownership of Investment Account 1-1105 in the First Federal Savings and Loan Association of Washington,Pennsylvania, by the Executrix of the Estate of Pearl B.Valentine,deceased, I hereby agree to payor refund to said Executrix such sums as may be required to~pay my pro-rata share of fe~eral esta~e taxes ;~',-, which may ultimate.lY be de't~rmined t9 be due wftlj,respect 'to said account. .-.. 1fETNESS my hand and seal,intending,to be legally bound, this tf!'J.-'day of June,1968. _.-A/.I.\\~~'~...T~,..:::....;;~~·.~,t.t=..::::JtP:'=l:L~/(SEAL~ames T.Valentine Witness:ClJ.w,L t t(r ~f .,.','.~,f'"•\;-', .,( "- ,·'1 ,~!-,t._......'"'1(4'.'.).n ,....,"f ,., ,~'T <:IJ f;I t l t""r ~.,'..'}....,.." t,.. I·;'\.I ' I "'1 it ". I '":",.,,l(. "' n ,'" .-,~•"J.'i ,',".'-\'~j ,n ,;: " - .~..'..,.....1-- ~c::> Q") C.;Q 00. ,.." ....,.., ,..I f~".,J.•t...... •'..1 ..,. "~.l .t r--."."•t,-'~I", (, " ~.',,- ,J • ,, •! ,'...~..,.." Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF I~ /' ....W.A,f?HIN.G.r..Q N . IMPORTANT:This return must be completed in detail and filed in duplicate,'with will attached,with the' Register of ·Wills of the County where decedent'resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the.Jnheritl'l.nce.an!i.E.sta.te .Tax A,ct of 1~91.) :.::,-::::::::::~~:::~:c_J'" ....EJlm S.t..e.e.l.e Mc..C.ar.dl.e _......... of the estate of the above-named decedent being duly sworn,deposeS and sayS Executor Decedent .died Mg,PGD. (Month) 'Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. .........ii~;?"..,19(.y~~....{~~~aVinga last will,copy of which is hereto attached.} J am~s C..)1qG:t:'~j"gl11;,E::).q..~::::J'1GG.:r.~1gh1;,IVJg,:r:r.j"n~:r.JIVJqG..P~+..gh t 520 ..WashingtonTrustBuilding,Washington,...Pa....lS3-0.J,... That as such ~~~..~~~.!:~.~deponent is familiar with the affairs of said estate and the property con- . .(I·:x""utor·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 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 INSTITUTIONWHICHDECEDENTRENTEDASAFEDEPOSITBOX M RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under SchedulesA~&~B~__of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto t!nd 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 af;)of date of death of decedent. That Schedule B attached hereto aOll 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 ~mmediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or i~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 ~ase of savings banks,and to the date of decedent's death in all other cases;all bonds,postal saving~,treasury certificates or notes and.other evidence of in- debtedness of the United States to the deced~nt;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 ~t the time of death;,all wearing apparel,jewe}ry,silverware,pic- tures,books,works '01'art,household fUrniture,horses,carriages,automobiles;'boat~,and any and all other personal chattels of whatsoever kind Qr nature,left bydecedent,together with the fairly estimated market value thereof;all bonds and mortga~es held by decedent and of all claims due and owing decedent at the time of death,and all promissory nQtes or other instruments in writing for the payment of money of which decedent died possessed,of whatsQever 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 reasops for such depreciation'as to each item;all moneys p~yable to the estate from life insurance policles 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 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 maybe pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.,It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the "fill,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 0 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,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time 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 '.. ................)..1!:..':!..,day of ',~.~.l}~,19..9.9.,..G~~~.~_...~~l037.:;';~_ wMashingtion,Washi~gton C~Ulih~~nG,rlOflIrt PUBUC W.g:5"hJ.ng,t.O'D..J\?.a..,.15J.D.l .. y Corom ssion'Expl.res:WASHINGTON,WASHINGTON (QU'ITY (City or Town and State) NOTE:Before signing affidaJ1ytCqw~~~IO~b¥'JjlEHUfE~h\i~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 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-3p.(1-'64) COMMONWEAl..TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "AlP REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held 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 Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "FlO and must not be deducted from this schedule. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) ALL that certain lot of ground situate in the Fourth Ward of the City of Washington, Washington County,Pennsylvania,bounded and described as follows:Beginning on the eastern side of South Lincoln Street at the corner of Lot Number One in the Me Kennan Plan of Lots as recorded in Plan Book 1, Page 187,in the Office of the Recorder of Deeds of Washington County;thence East along the southern line of said Lot No.1 one hundred (100)feet to a twelve (12)foot alley;thence South along said alley forty- two (42)feet;thence West one hundred (100 feet by a line parallel with the Southern line of said Lot Number One to said South Lincoln Street;thence along said Street forty-two (42)feet to the place of BEGINNIN(• Upon which is erected a dwelling house known as 150 South Lincoln Street.(See Deed Book 532 at page 537)...5'/II?~ 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. 20'600'OO~~. 20,600.00 r RCq-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".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and fUrnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..stocks,'mortgages,notes,together with accrued interest or diVidends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. ---y---,.-------------------""T'""--""T'""-----'t""-------- Item No. ITEM List and describe fUlly UNIT ESTIMATED VALUE MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) 1.Furniture and furnishings f 510.00 ~~J 10.00 J 75.00 ~uJ~ "1,721.50 ~ . J 4,502.81 6K J 54.00 "1,922.81 oJt· f 30.0C I oK2,000.OC J 56.0C 6'/<-'7 shares of common stock of George Washington Hotel Corporation @ $8.00 Dividend of Koppers Co.,Inc. 25 shares of 4.36%preferred stock of Equitable Gas Co.@ $80.00 Dividend of American Telephone and Tele- graph Co. 30 shares of 4%cumulative preferred stoc of Koppers Co.,Inc.@ $64.09375 7. 8. 6. 9. 5. 2.Yellow gold Wittnauer wrist watch 3.Diamond ring,white gold setting 4.Checking account in Washington (Pa.) Office of Mellon National Bank and Trust Company 90 shares of capital stock of American Telephone and Telegraph Co.@ $50.03125 10. Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x x $10,882.12 --------------------------------------------------. Cm~tONlmALTH OF PENNSYLVANIA T1UNSFER INlmRITANrr;;TAX . ~~SIDENT DECEDENT SCHEDULE "c" TIl~NSFEJlS (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)Yes (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)INo (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 heal th 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)Yes (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)Yes (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)__~N~o~__ (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 th~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 1. 2. 3. 4. 5. DESCRIPTION First Federal Savings &Loan Association of Washington,Pa.,Investment Account No. 1104.Pearl B.Valentine in trust for Flora B.Steele First Federal Savings and Loan Associatio of Washington,Pa.,Investment Account No. 1103.Pearl B.Valentine in trust for Ellen Steele McCardle First Federal SaVings &Loan Association of Washington,Pa.,Investment Account No. 1105.Pearl B.Valentine in trust for James T.Valentine Coast Federal Savings &Loan Association of Los Angeles Account #B8099.Pearl B. Valentine,Trustee for Mrs.Flora B.Steel California Federal Savings &Loan Associa tion of Los Angeles Account D12463.Pear B.Valentine,Trustee for Flora B.Steele MARKET VALUE (Es timated) 5,000.00, 10,000.00 1,000.00 3,000.00 61t... 5,000.00 DEPT.VALUATION (Dept.Only) 6.California Federal Savings and Loan Assoc·- ation of Los Angeles Account Dl1851. Pearl B.Valentine as trustee for Ellen Steele McCardle Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.34,000.00 r RCC"'38 COMMONWEALTH OF PENNSYLVANIA Tni\NS}~R INHERITANCE TAX . RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I I NSTRrCTIOKS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th 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 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-rywners to the decedent. Description of Property,Date of Acquisition,Name I unit percentage Estate Address and Relationship of Co-Owners,and Place I Value Share Valuation of Record of Instrument,where_Real~state.!. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. NONE Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. Value of Entire Property -I I I I I Value of Decedent's Interest ..,•J , .' RCC-37 (12-63) nnt:\lt)~\\'E:\I.Tll OF l'E;\;:\SYYL\NIA TRANSFER I:\llFHITA!\'CE TAX RESIDENT DECEDE!\'T SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddress~s of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,conti~gent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Ellen Steele McCardle niece Yes,All 10~7 Mafrnolia Drive Washington,Pa.15301 , \ h Deponent further says that all the above-named beneficiaries are living at this time except below:None NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF ~IATTER OF THE APPRJ\ISEMENT (Executor-Administrator must complete "As Reported"column #1.) ,~. .....,""0 ::0""~~ll'""lP::l Cl ...... l!;.,::l '"0~ll'"""1 ......0 Vl '0 ~81.g ~ 81.....'< a""oVlVl tr:tVl.....ll'.....~ ....., ll'Xll'cr~ Year "",""".Will (No.AQmjJl~lx9hc>x ~ P.I<'THE PEARL B.VALENTINE ' Deceased Late of ,"Cltyof..Wa~ningtQn..""..... County of ",Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL enc:~ ~>::0 en en en ">-<: (')()() ?"?"?" r5 ~>:;:~ itJ-} ,'E "1·~~ J . -fh-fh-fh-fh-fh-fh 'Vd "00 NOl.O'NIHSVM $11111\.10 tHUSW3lj ONH:l\!~'i '1135 SOH >0'\w '''''':N Vl (n :.e:-'00 ::0~.-~t.~(t)........ ~b 'COO'\-g ~'to o 'coo::;'I\)P NO $!:••''..........~.....0 .....0!\)'0 NO -i""~ to 2 ~id tl NOr 69. ,(],"'..."""'1 I !James C.McCreight,Esq".\"..:],:~j McCreight,Marriner &McC'reight" 520 Washington Trust Building WC:n>"'TT.lngl;urr;--ra.-.l:J.:5V.l -fh '-fh ~..;.""'-.:. ''''\., ~' ."". :~ -fh -fh -fh -fh ~R~,C,)0 :'-.~~­\)~~~~.'3~:.~t:)_.:~~, . 'r."".o~.~o, -.,-~ RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of VALENTINE,PEARL (Last Name)(First Name) B. (Initial) DATE OF DEATH 3-30-69 FILE NO.6~68-592 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 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". 08-12-69 03-30-68 Dated:____--C:...=-..:=-----=-L-_ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE VALUE AS REPORTED $_---'~~~~t-.- VALUE AS REAPPRAISED $-------+-- Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $---+__2% Tax on $---+__6% Tax on $-----------+--5%Tax on $---+__10% Tax on $-----------4--J"".15cjo Exemptions========F==Total Estate -1-__ TOTAL TAX COMPUTATION OF TAX $--------+--- $--------1-- $--------1-- $-------+-- $-------+-- $---..1.__ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::~:==t===== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from to ------1C $----AMOUNT OF ESTATE TAX ASSESSED $ Estate tax paid $I BALANCE DUE $-__L- Add interest at rate of 6%from to $--E-TOTAL TAX BALANCE $-----.PAID $_ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will ~N Administration ~o. IN THE Year . ----_.._..._-- MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..flE~....13~...V.A.L.E.l'J'I'l:N.E .. Deceased F Late of . County of .WASHING'IDN. ...WASHINGTON... ,.I Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ * Fonn'RCC-2 ~.. DEVARTMENTOF REVENUE :SYREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT,. DATE Ayg}J,./?.t J.2..,1.96.9 . COUNTY Y!.~.~.~.~~.9.~.. 'FILE NO...9.J...::9.$::.5..9..?. Whereas,P.e.arl...B i.ale.ntine.late of w.~.~.~t.~.~9.n . in the County of Wa.s.bingto.n Commonwealth of Pennsylvania,having died on the ..?.Q ~~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.C.b.@~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 Asset Values Made for Inheritance Tax Purpoles $ REALTY: All that certain lot of ground situate in the W,Rl"rl of t.hF!r.it.v of '-T.W1:lClhh'17t.on County.Pa••bounded and described as follows: BeJ;inninJ;on the eastern side of South Lincoln Street at the corner of Lot #1 in the McKennan Plan of lots as recorded in Plan Book 1.oalle 187. in the Office of the Recorder of Deeds of Washinlltn .+I..~--~F!::IClt.::Iloncr t.hF!....~..+I...o~l 1 inF!of of sa.id lot No 1 onF!fF!F!t.tn a 12 font. alley,thence South along said allet 42 feet, thence west 166 feet b1 a line parellel with the Southern line of said IQt NQ.1 to said South I,incoln st.J t.hence aJ ong said st.42 ft.tn t.hF! olace Qf beginning.20.600 00 PERroNALTY: See CQOY Qf invretQrv attached tQ aooraisement.10.882.12 TQtal 21.482 12 i form~;v;;:~bbl~:::7b:.w~~~r~:;;~::u.~o~;;;~~~_a~~e~lJPra~n~i.~~de1~2;'-.......-e~A7··.....~......................... Appraiser ...................................,..........~...............................................................................................................~/~mber and Street) ..........?-/.:.",,;;;;;;..om;;,........................Penna. I I. -" ...................WASHINGTON.................................COUllty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PEARL B.VARENTINE.............................................................. Deceased. Late of WASHINGTON.................................---. Date of Death,Mf:L.r.9..h J.Q,~.9f:?~. Appraisemel!t Docket Vol.,3'1 . Page,llO""4 c No-•.63.~.6a"".5.92 . Filed in Register's OjJice,A~~.t 1..~J9 69 Amount of tax due,$:,. "DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.lIt Appra-isement,. Appeal fyom Appraisement,. Entered and charged,..,~. .. " ....; ,, I- ,I ,, ',I , ,\ 1\\' .' ',',) \', i.. ,1 ,'r' ,., .,".') .,""r-':':).... ..~,".. Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 948909 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No.G3~6e-S92 Date June 12 19 68 WASHINCTON,Office REGISTER OF WILLS.Pa. VASHnlGTON County,ss:Received from James'T.Valentine,Paying _on.lnd ..tlab.. ,.,t ~~mstU)of the estate of PEARL _B.,VAtBNtINE who died Mareh30 19 68,the sum of ONE HUNDRED 'OllTY....TWO o:nd 50/100 ....-Dollars, being TRANSFER INHf:RITANCE 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 $2%$ 1,000.00 lS0!OOO Total $Tax on $15%$ Personal Properly Exemptions *$ Date Valuation Jt.!fold 1.000.00 Total Estate $ $l:iO..OODinkAcee~ $Total Tax $ Total $1.000.00 Less Tax Previously Paid (if any)$ Total Gross Assets $Balance $ Less Debts and Expenses of Less five per centum of tax ifpaid 1.50 Administration $within 3 months after date of death $ Clear Value'of Estate $Amount of Estate Tax Assessed under Valuation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of %1 19__$from Estate Tax Assessments to $ Date 19__$142.-5.0Total$19__$*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 =ended the hfe tenant or tenant for years,as evidenced by this receipt,it is understood that the Com-by Aot No.3BI,apP'"2tY II,1957,and Ad Na 207,1961,Seoti~n 302.monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthehfetenantortenantforyearswheneveritappearsthatsuchadditional tax may be legally due and col!ectible for any reason whatsoever. S/'-_---r"'>~~-. TITffiD [P)[LD @£LJ[E 3'.....110..4 __..,,''t't:~CC ~a·L<t,..,u.,t."'" NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed i~numerical Register of Wills sequence for audit purposes.MOORE BUSINESS FORMS,INC••ELMIRA.N.Y. ~------------_._--.__.-_.__.._--- FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT 37Docket~~Page 110Ijne_4__ Estate OILt_PE=-.:.-AR..:..:.-...L.:......_9_',,_v._:A._J_:.I_NT_._IN&__ omCE OF REGISTER OF WILLS loJASllINGTON____________________________-J:Pa. Date J_tt_tt_C_12 19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS ~NDED BY ACT MAY IS.1945.P.L.528 RUSSELL lWtlNO Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate ,reoceiptsfortaxespaidtothembyexecutorsoradminis- trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.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 theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills," Fill in below name and ciddress of person to whom tax receipt is delivered: I" To L ATfYS.:'HeCRBJGHT,lIARRIlmR,.·HcClmIom 520 WASHINGTCll fRUSTBUILDING WASHlf~GTON,'PENNSfLVAmA 15301 -'