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Home My WebLink AboutOC1968-0661 - ESTATE OF PATTON,., PETITiON SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY &41 '1\estate Form/I Estate of ~.ry..P.:..!.~.~~?~L --.__. . Deceased No ~§.1 ..!?.:f...!.9.~?____A A Fiduciary____..J.,p.9.p.al.Q..P.attRP._.__. Executor Date of Date of 6 68 Decedenes death ~_1..}.t...1.9.~_Grant of Le,tters ~;y:~!.?-.. This is the Eirst..and..Final account filed in this estate If there have been former accounts filed in this estate,list file number or number and term ___ _ . Election to take Not applicable Under or Against will.(cross out one) Date Election Place of; Filed ___ __..Record _ __.__. Name of surviving spouse ~?~~__.._.___.___.... _..__. List issue,where material:None Did decedent marry after execution of will?(indicate)~:EX No.Any children born after execution of will?(indicate) ~.No.If answer yes,name them _.._ _..__.___. Legatees Relationship Interest Fiduciary,if deceased or not sui juris John S.Patton,and ) Helen A.Patton ) Joseph Donald Patton,Jr. James Stephen Patton . Michael Alan Patton Anna S.Shaffer (now Thropp) J.Donald Dillard Elizabeht C.Cowden D.McCarrell Dunbar Joseph S.Dunbar and) Helen McKee Dunbar ) El'rother-in-law, andyife . Nephew Nephew Nephew None None Cousin Brother Brother,and.~ife Bequest and 7/20 Residue ~l - Bequest and 1/3 share of 1/2 Residue Bequest and 1/3 share of 1/2 Residue Bequest and 1/3 share of 1/2 Residue Bequest Bequest Bequest 1/10 Residue 1/20 Residue List,if exceptions to above: If partial intestacy,give facts: Adeemed: None None Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~. If any exception give cause:Ng..~~.Q~.P.t.i.Q.IJ:.. File copy of Notice and date of mailing ~~.~~£Y...~.9.,..J9.~~,,,,,.",.,. I Is estate subject to the filing of a Federal Estate Tax Return?X~.I?....•~..~,.......•...,..".~.•....,:.". Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $_9.,.9.7.5.~.QQ ___ _ . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant _ . Give Names and addresses of all unpaid creditors who are legally 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: None <._...~","..!...."'"':'~..c.>._=~"~_.." $~?~?~.~.:.~.?. ~~~,~Balance for distribution per account,:::;;:::::;-- Itemize any additional debits not shown by account: See Schedule "B" Principal-Personalty Income-Personalty 484.97 1,054.14 Total additional debits (Add) Itemize any additional credits not shown by account: $._J,_2~9.!J.L . See SChedule "B" Principal-Personalty Income-Personalty 38.00 356.37 ,'-'Total additional credits (Subtract) Balance for distribution $._.....?:4.37................................. $...~~~.~??~.~?--. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Balance cash. -_.-....-., ; I ~.'~ 17111 . IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA NO.661 -1968 ESTATE OF MARY D.PATTON,DECEASED ADDITIONAL RECEIPTS AND DISBURSEMENTS TO THE' FIRST AND rI~AL ACCOUNT OF J.DONALD PATTON I EXECUTORI I March 13,1969 SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts Pages 2 -3 89,012 66DisbursementsPage422,218 39 BALANCE 66,794 27 ,-"SCHEDULE B INCOME -PERSONALTY Receipts Page 4 2,425 72DisbursementsPage,4 438 66 BALANCE 1,987 06 .SCHEDULE C...PRINCIPAL -REALTY Receipts Page 5 24,000 00DisbursementsPage524,000 00 BALANCE °00 I I, NET BALANCE 68,781 33 The Balance Consists of the Fo1~owing:- Prinqipa1 -Personalty Distribution (See Exhibit No.1 Page 16 of the First and Final Account)3,875 50 Cash on hand 62,918 77 66,794 27Income-Personalty Cash on hand 1,987 06 68,781 33 .. "} 171..A ESTA'IE OF MARY D.PATTON.DECEASED SCHEDULE A PRINCIPAL -PERSONALTY R E CE I P T S Receipts in accordance with the First and Final Account filed 88,527 69 1 9 6 9 Feb.11 Additional Assets Song Royalties received from the Estate of Frederick Knight Logan,Deceased 7 57 Balance of Fractional share of interest in song royalties from the Frederick Knight Logan Estate 25 00 Balance of Fractional share of interest in song royalties from the Virginia Knight Logan Estate 50 00 Cha~bersburg Engineering Company Capital Dividend of record 1/31/67 88 82 Sale and Conversion of Assets Without Gain or Loss 12050 12.50 25.00 25.00Received2/11/69 Proceeds sale Balance·of Fractiona.l share of interest in song royalties from the Frederick Knight Logan Estate 1/2 share to John Patton 1/2 share to J.Donald Patton 1 9 6 9 Feb.7 o 00 25.00 ~5.00 50.00 50.00Received2/11/69 Proceeds sale Balance of Fractional share of interest in song royalties from the Virginia Knight Logan Estate 1/2 share to John Patton 1/2 share to J.Donald Patton o 00 -2 - 171"" ESTA'lE OF MARY D.PATTON,DECEASED Sale and Conversion of Assets Without Gain or Loss (continued) 1 9 6 9 Feb.20 Proceeds maturity -$14,000 United States of America Treasury Bills dated 8/22/68 due 2/20/69 13,630054 As shown in the First,and Final Account 13,630054 0 00 Maro 13 Proceeds sale -$22,000 United States of ,America Treasury Bills dated 11/14/68 due 5/15/69 21,376.96 As shown in the First and Final Account 21,376096 0 00 Proceeds sale -$26,000 United States of America Treasury Bills dated 10/3/68 due 4/3/69 '25,592.58 As shown in the First and Final " Account 25,592.58 0 00 0 00 'Miscellaneous .- Funds deposited as reimbursement for, pro rata share of Federal Estate Tax attributable to a 1/3 interest in the Connecticut Mutual Life Insurance Company Annuity Certificate No o AI0332 by the following: J o Donald Patton 2/5/69 132 05 John So Patton 2/7/69 132 05 Joseph So Dunbar 2/26/69 132 05 396 15 89,012 66 , - 3 - ,- ESTATE OF MARY D.PATTON.DECEASED DIS B UR S EM E N T S Disbursements in accordance with'the First and Final Account filed 22,180 39 Administrative Expenses 1969 Jan.29 Register of Wills of Washington County, Pennsylvania Cost of Certified Copy of Will 6 00 Jan.30 Alexander W.Acheson,Esq. Reimbursement for cost of filing Account 32 00 38 00 22,218 39 SCHEDULE B INCOME -PERSONALTY RECEIPTS Receipts in accordance with the Fir~t and Final Account filed 1,371 58 Interest -Bonds i United States of America Treasury Bills Accumula tion on $14,000 to 2/20/69 369 46 22,000 to 3/13/69 375 19 26,000 to 3/13/69 309 49 1,054 14 2,425 72 DIS BUR S E MEN T S Disbursements in accordance with the First and Final Account filed 82 29 Administrative Expenses 1 9 6 9 Mar.13 Internal Revenue Service 1968 Fiduciary Income Tax 293 12 The Union National Bank of Pittsburgh Compensation as agent for Executor 63 25 356 37 438 66 - 4 - .., 1-·- 171BoA ESTATE OF MARY D.PATTON,DECEASED. SCHEDULE C PRINCIPAL -REALTY R E CE I P T S Receipts in accordance with the First and Final Account filed DIS BUR S E MEN T S Disbursements in accordance with the First and Final Account filed - 5 - 24,000 00 24,000 00 ,I ,. /. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN BE ESTATE OF MARY D.PATTON, Deceased RE.CEIPT WE,JOHN S.PATTON,HELEN A.PATTON,JOSEPH DONALD PATTON,JR., --,...--J:AMES-S''IE-FHEN PATTON and MICHAELAL·LEN PATTON,do hereby acknowledge to have----....."-, received from J.DONALD PATTON,Executor of the above estate,household goods, furniture,furnishings and equipment,as appraised by Joseph Gilmore on ,> _'""""\I...:-\~.~....;;.;;;:=...-,Q~._\_a...;.tr;,-.'"""__(SEAL) Helen A.Patton //:2~_''-"-r-'''::z;;::.:i~:l..,...:::6fi:.::.,-~-.=::~=.::·~:.:t:::....;~_-'_(SEAL ) t/Joseph DonaldPatteJ,Jr. May 23,1968,in the amount of TWO THOUSAND SEVEN HUNDRED and THIRTY-FIVE' ($2,735)DOLLARS and .50/100,in accordance with Paragraph Second of the Last Will and Test~ment of Mary D.Patton,Deceased., WITNESS our hand and seal this .;)'::l1y!f day of .__~~~~_ 1968. WITNESS: (lfVC7q;a: WITNESS: WITNESS: .~,~~Q.\~W'cf\A WITNESS: .~~06=.2....-_,_.,..~ -+'i'~~;ck~'tI~f~.~/1~.~~_(SEAL) Michael Allen Patton rs 9/4/68 IN THE ORPHANS'COURT OF WASHINGTON COUNTY ,PENNSYLVANIA INRE ESTATE OF MARY D.PATTON, DECEASED •···•··· RECEIPT WE,JOSEPH DONALD PiTTON,JR.,JAMES STEPHEN PATTON,and MICHAEL ALLEN PATTON,do hereby acknowledge to have received from J.DONALD PATTON,Executor of the above estate,the following jewelry as appraised by the Antique Jewelry Shop on May 28,1968 in accordance with Paragraph Second of the Last Will and Testament of MaryD.Patton, Deceased: .One (1]Strand of Pearls One (1)Pin with diamond One (1)Diamond Engagement Ring $5.00 10.00 125.00 $140.00 WITNESS our hand and seal this 1;1 day of __~.,.,...~ 1968. WITNESS: .?)A1AUlt1246 WITNESS:~~.Michael Allen Patton (SEAL) SEP 23196& IN RE RS 5/28/68 IN THE ORPHANS I COURT OF WASHINGTON COUNTY,PENNSYLVANIA ··.'·ESTATE OF MARY D.PATTON, DECEASED ···· ·· RECEIPT I,ANNA S.SHAFFER THROPP,do hereby acknowledge to have received from J.DONALD PATTON,Executor of the above estate,the sum of TWO HUNDRED AND FIFTY ($250.00)DOLLARS as a cash bequest under Paragraph Third of the Last Will and Testament of Mary D.Patton,Deceased. WITNESS my hand and seal this 1968. WITNESS:0~ RS 5/28/68' IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE ESTATE OF MARY D.PATTON, DECEASED ······ ···· RECEIPT I,ELIZABETH C.COWDEN,do hereby acknowledge to have received from J.DONALD PATTON,Executor of the above estate,the sum of FIVE HUNDRED ($500.00)DOLLARS as a cash bequest under Paragraph Fifth of the Last Will and Testament of Mary D.Patton,Deceased. WITNESS my hand and seal this 9.I:::A day of ~ 1968. , ~!~~~eth C.Cowden (SEAL) ..~>'i If Family Exemption claimed by Petition,give place of Record:. If F 'I E t"I'd t d't 'I'h'db'f CI'ami y xemp Ion IS c alme a au I,give name,re atIOns Ip an aSls or aim:. $2,735.50 140.00 Cash Cash Cash List any advancement or distribution on account that has been made,and nature and amount of same: John S.Patton and Helen A.Patton Household Goods,Furniture Joseph Donald Patton,Jr.Furnishings and Equipment James Stephen ~atton Miscellaneous Jewelry Michael Alan Patton Anna S.Shaffer (now Thropp) J.Donald Dillard (Donald E.Dillard) Elizabeth C.,Cowden 2,875.50 250.00 250.00 500.00 $3,875.50 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: Balance for Distribution Principal Cash· Income Cash John S.Patton and Helen A.Patton,7/20 residue Principal Cash Income Cash Joseph Donald Patton,Jr.1/3 share of 1/2 residue Principal Cash Income Cash James Stephen Patton,1/3 share of 1/2 residue Principal Cash Income Cash *Michael .:Alan.Patton,1/3 share of 1/2 residue Principal Cash Income Cash D.MCCarrell Dunbar,1/10 Residue Principal Cash Income Cash Joseph S.Dunbar and Helen MCKee Dunbar,1/20 residue Principal Cash Income Cash *Shown in the Will as Allen should be Alan ALLEGHENY COUNTY OF W8!~OOnN~XOO,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, $62,918.77 1.987.06 $22,021.57 695.47 $10,486.46 331.17 $10,486.46 331.18 $10,486.46 331.18 $6,291.88 198.71 $3,145.94 99.35 $64,905.83 $22,717.04 $10,817.63 $10,817.64 $10,817.64 $6,490.59 $3,245.29 $64,905.83----------- being duly s:w..o.r.J1 doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray,etc, to the best oL Ms:knowledge and belief, ..............SY!Q);'n.to and subscribed before me ,h;s__Jcl day OL-----!.l1-~-------19-~1---Q.41A.-.aA",IJ~ S;gna'um of off;cer-1!~__'iS.AA_,,~----------p+-~I'WK#--r:r~;rec;;tc;;----------------- Title of Officer Ng:t!~!Y...~P~.~.9 . Office expires ~I.~I.~.~. ELEANOR G.BRAUN,Notary PubliG Pittsburgh,Allegheny Co.•Pa. My Commission Expires January 7.1971 •'!'-.. ~.""""""."""••""""""""""""""""""""""~""""""""""'!'-"..'!'1''''''!'-'!''I'!'t",,_'!',.'""'!' r No._m........§~_.Qt:ul9.2§,....uumuumm..A.A. J ~l . ...~I -.Estate of t:'..~.•..~.......r.~~,~~.,.,",.~:t!~2~~:::~. I ~•f,f....k"···.i,J1 ." f,':'"ri..ffl.fflt,~..tJ-"Ii)- ~. ~_..'~Jj~~..~Ff1 ~fir-·'f;..'if~~~~~d'" " if DQ"''''''d 'Patton .••••~..~....._~........,-1........:j-,--:Flduclary._:nrS::;:'·Et..1..;'1,1;,:\.1,,11.01 ,.,·r:f'EG (S'T··E'~I)c o·:r.\,Il/I'I)C'~.1:\,I .~'.- .[\,-(;"r_~L.,L~ WAS HtH~!,(1~{.~a,..pji""""""".'........---..-----........-----..~-.....~~~-r-~',''-"','... PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL -, t (, Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisLons 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.Leiters Testamentary or Administration C.T.A.or an attest copy of writ. 6.Copy of inventory and appraisement. 7.Proof of advert'isement 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. G.Ashton Brownlee, Alexander W.Acheson,___.........•..- - -.....~..- - -_._....- - - - - -__0 Attorneys ~2 1'- "'-..--,,~,,:"";,'';'."? 1-'II I,Mary D.Patton,of the Borough of East Wash- ington,Washington County,Pennsylvania,do make this my last will and testament;and I her~by revoke any and all wills by me heretofore made. ,'.' First.I direct·my executor hereinafter named to sell my residence property,situated on East Beau Street in the Borough of East Washington,Washington County,Pennsyl- vania,and known as 664 East Beau Street,at either public or private sale,and without order of court,for such price as he may deem wise;and I authorize him to make a good deed therefor to the purchaser or purchasers thereof without any liability on the part of the purchaser or purchasers to see to, or be responsible for,the application of the purchase money. The proceeds of said sale,together with all other property of which I die possessed,I d~spose of as hereinafter set forth. Second.All my household goods,furniture, furnishings and equip~ent,both useful and ornamental,and all heirlooms,jewelry and articles of personal use and ornament, ,'," .,; '.•:.\'",I- a~any other tangible personal property belonging to me"I give and bequeath to John So Patton and Helen A.Patton,his wife,and to the three sons of J.Donald Patton,namely Joseph Donal~Patton,Jr.,James Stephen Patton and Michael Allen Patton.It is my desire that John S.Patton and/or Helen A. Patton first select such items as they may choose and that the remaining items be delivered to the said Joseph Donald.. Patton,Jr.,James Stephen Patton and Michael Allen Patton. Third.!give and bequeath to Anna S.·Shaffer, a faithful employee$Two Hundred Fifty Dollars ·($250.00),if .'.1 .;~,~!.",1 •,~-;.::'/..,,~"'!"..:,..,! she survives me • .,'.', "'"J .->;/.'.(.~\,,:,l .~•,, Il 1.:....,....'""""'..._.."_,....~._,......... -1- .'. -,......_.~.._........__._.._._..:.,..,............--~-......_--_..,.._.--:....._-:.-~~-.:...:-----,...:.:~_.~..'...:......:....._..'-------.- "i;:': , ....~.. "".---~--_._------ ,~. ........>;::'....................;.....,._"'"--_....0.------:...:.....--:;..---------:""--:--:]:,- II \ I \, \>.••,;."' ,.j ," ..,..Fourth.I give and bequeath to J.Donald Dillard, a faithful employee,Two Hundred Fifty Dollars ($2'O.00)~,if he survives me. Fifth•.I give and bequeath to my cousin,Elizabeth C.Cowden,of Hickory,Pennsylvania,Five Hundred Dollars ($,00.0 ) if she survives me. Sixth.I direct that all inheritance and estate taxes,both state and federal,and any other taxes in the nature I,· thereof,imposed with respect to any property which shall pass under the provisions of this will,shall be paid by my executor out of the corpus or principal of my residuary estate. soever nature and wheresoever situated,I give,devise'and bequeath as follows: Seventh.All the rest,residue and remainder of. my estate,(SUbject to the provisions of the preceding paragraph hereof with regard to taxes),both real and personal,of what-,I I I. l';1j I j.ji .'.: I "'.',: "(. 1: t'~..I.;,I :.,..(a)To.,my brother,D.McCarrell Dunb~r, .:,',one-tenth (l/lOth)thereof if he survives me; that the share hereby given to him be added to any trust fund which may be in existence ,.for the benefit of his son,David Dunbar,Jr~ :",",.J • .,;' ~':"...._~..~ ...'.,'.but if he does not survive me then I direct .,'. .::.".;.....~ .'~. I·'. 'I i '.': '.. 'l.,""','~" I ...:1 ' 11 "',' 1 ~":,~':....' I \.. I":"".~.. (b)To my brother,Joseph S.Dunbar, and Helen McKee Dunbar,his wife,one-twentieth (l/20th)thereof.;'.,. .if both or either survives me;but if neither '.his wife,seven-twentieths.(7/20ths)thereof of them survives me then to Joseph Donald Patton, Jr.,James Stephen Patton .and Michael Allen Pattone ,\ i \Ii! II ',",; .'. .,'.(c)To John S.Patton and Helen A.Patton, Il~.__..._\.._.,_...~.:-..--_.__.~,__,',,,:~_.._:__-~2_-,_._......._. :.,"'. ~-:r.."""~,...........,....,............--,-.-,.rr·:'"".:.......••,.........."..~,,..._;_.----~----_.....~.,...,.----.....;------------_.-~~ ..·S' (d)To Joseph Donald Patton,Jr.,James Stephen Patton and Michael Allen Patton,one- half (1/2)thereof. \\. ! \ I1 i.i,i iII!.!'L Eighth.I appoint my brother-in-law,J.Donald Patton,the Executor of this will and I expressly direct that no bond be required of him as such Executor. 1,',...,,In Witness Whereof I have hereunto set my hand ,.'and seal this j...·It./...day or June,one thousand nine hundred and sixty-seven (1961). ..\ ,j i' !'!, "',i iI·,.!·1.:1, " '.i ..I , I.I· " ! I \,j :"1·',1 'I.,.1rII,jI,I I I, I'] ..\ ......, !I ·i"'1·i ! · j ,I (-'.. :'~ .'~., ,,.. '..'. '.-';" .-.,':'.".'. Signed,sealed,published and declared by Mary Dw and testament in the presence of us,Who,in her presence,at her request,and in the presence of each other,have hereunto' ..subscribed our names as witnesses theretow Patton,the testatrix above named,as and for her last will ," ..',.~..,. ..t· -.',.. i,'. ..:' ,:.,..;:>,.';, "•.',"O'!' :""'.; .,: ;j'''''.'"....: " " ..'.:,' .....,'..o,/..I .•.. '.,-' '.";'. I hereb;r:dert:ifY'tha'tth~fo..t';g:6ing is a co~rect copy of the, Will of MaryD.Patt()~,d.eceased"and thatsaid'''lill i's of recor in the Regi~te'~,S'Office6f::'·Wa.~hingto,n County,'Pennsylvania"in Will Book'lOS,Page '520.".','.,...'--_---,._~--_._---'-,.-":-.---Tn-~/y,~-.,~GLI:4'~.--~'\,"0)~~-"?(.. ~;;;;b I!1 ,.<~,-.-~;,,.,'••••,: "~.' '..;3'-,'..,'.'..':".. I. . ~ ~ • . .- No.63-68-661,A.A. Estate of Mary D.Patton, deceased. I - Gopy of Will I , I ALEXANDER W.ACHESON ATTORNEY AT LAW ,...WASHINGTON TRUST BUILDING WASHINGTON,PA. 'i\ffi~auit (@f 1fxrrutl1r (@r i\bmiuistratnr t)tatr nf Jrnnayluania,t lUI: (!J,nunty nf ~\ P A11ea:lienv h d . d h'nota"MT nub1ic . d f 'dersonallyoefore!fie,t .e un erslgne aut onty,a ,t.J .f:'In an or Sal County and State,appeared J.:.t D.QNA1P.f.A.'J.'.'l'.Q.W who,being duly sworn according to law,deposes and says that he is the executor IlIIX am IllljlXjSt>cDor of the estate of .......................................:.MA.RY.:D 1?AT.T.QN deceased,that the foregoing schedules'constitute a complete inventory and appraisement of the real and personal estate of...)1A~X P..~...r.f.\..r.}..Q:N , 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 ~om",HH. Sworn and subscribed before me this....1i?:t.h.......l day of N9.!l.l?¥.!Ql?r.19 9.ft..J..!P.QNA!!P....r.A1:1:QN . ..................................L.EL.tNP..'r..,D.AY.........................................I Executor-~ Notary Pub1i'1\DDITIONAL 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 lIttuttttnry nub p.pprnispmtut of the goods and chattels,rights and credits which were of :MARY P..A f.AT.T.QN .late of E'tl..~.t W.~.~h:ing,t.Q.nJ?Q.r.Q.ugb.". Washington County,Pa.,taken and made in conformity with the abave affidavit. DOLLARS CENTS See attached Inventory $85,943 19 • J:, ..J ,. • ! Inventory and Appraisement IN THE ESTATE OF ............................Ma.ry..D .P.atto.n . Filed ,19 . Alexander W.Acheson,Esq. 414 Washington Trust Building Washington,Pennsylvania ....9 :..- n... INVENTORY .. of all real and personal estate of MARY D.PATTON,Deceased,late of 664 East Beau Stre~t, Washington,Washington County,Pennsylvania. PERSONAL ESTATE SCHEDULE Mellon National ~nk &Trust Company,Washington Office Checking acco1int Checking account The Union National Bank of Pittsburgh Savihgs account #18295 Cash held by Decedent 1853 U.S.Gold dollar -sold 1805 U.S.Half cent coin -sold Georg~V 1/2 penny -sold The Union Central Life Insurance Company Policy #1029 742 Dividend additions Post mortem dividends Blue Cross Refund Paid toward Laboratory Service Blue Shield Refund McKelvy &Company - Proceeds sale of 30 shares Signal Finance Corporation traded 4/30/68 Stocks 132 shares American Telephone &-Telegrap~Company Capital @ 50.062 100 shares Borg-Warner Corporation Common @ 33.625 Dividend paid 5/1/68 25 shares Chambersburg Engineering Company Capital @ $35.00 .Dividend of record 4/30/68 64 shares Dravo Corporation Common @ 37.25 Ex dividend 5/2/68 $725.76 3,356.18 3,503.02 6.04 23.00 3.00 .10 500.00 6.00 .72 2.60 20.38 2.25 589.00 6,608.18 3,362.50 31.25 875.00 9.38 2,384.00 19.20 Stocks (continued) 150 shares Duff~Norton Company Capital @42.1875 Dividend of record 4/29/68 100 shares Duquesne Light Company Common @ 29.4375 20 shares Equitable Gas Company 4.36%Preferred @ 80 Dividend of record 5/3/68 35 shares General Motors Corporation Common @ 83.8125 100 shares International Harvester Company Common @ 32.9375 100 shares Koppers Company,Incorporated Common @ 36.5 100 shares G.C.Murphy Corporation Common @ 24.1875 Ex dividend 4/30/68 105 shares Philadelphia Electric Company Common @ 29 53 shares Texaco,Incorporated Capital @ 77.3125 100 shares The Timken Roller Bearing Company Common @ 39.125 28 shares The Union National Bank of Pittsburgh Common @ 34 . Bonds $2,000 par value,Boro of West Leechburg Sewer Revenue Bonds 3 3/8%dated 6/1/58 Due 6/1/77 @ 85 (Includes $1,000 par value,due 6/1/76) Interest from 12/1/67 to 5/3/68 Miscellaneous Jewelry * Miscellaneous Household Goods ***Antique Jewelry Shop,Appraiser **Joseph Gilmore,Jr.,Appraiser 6,328.13 84.95 2,943.75 1,6CO.00 21.80 2,933.44 3,293.75 3,650.00 2,418.75 30.00 3,045.00 4,097.56 3,912.50 952.00 1,700.00 28.50 140.00 2,735.50 $61,943.19 ,. REAL ESTATE SCHEDULE ~~L ESTATE IN PENNSYLVANIA Improved real estate situate 664 East Beau Street,East Washington Borough,Washington County,Pennsylvania. Proceeds of sale MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None .., $24,000.00 $0.00 ,.~I C'",/1 ~•.'I U/'""Y 7-/<a4 ,. l I c:---7-C'~.-~c:/ lIJO.1506 ESTATE OF MARY D.PATTON DECEASED .\ 0li"*~ .... " I INV",ENTORY I I I ~~,..,- Filed <-'\..-'0 1 Fee $;....,J....~.- ·- .'--1b................ - ·i --·-,......,I.•.~..~I :-.... IJ J r .:l\.) '_\..J j ~~.<"-OJ L,lI_1 I"'r·..) G.Ashton Brownlee,Esq. Alexander W.Acheson,Esq. 414 Washington Trust Building Washington,Pennsylvania 15301 71-~~V9YL"'OA I ~•.:N~) ·1 IN THE ORPHANS'COURT OF -WASHINGTON COUN-I!,PENNSYLVANIA NO.(p ts>1-/tI {,8' 17111 ESTATE OF MARY D.PATTON,DECEASED ,FIRST AND FINAL ACCOUNT OF J.DONALD PATTON EXECUTOR January 23,1969- SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY ,. Receipts Pages 3 -8 65,007.69 From Principal -Realty·23,520.00 88,527 69 Disbursements Pages 8 -12 .22,180 39 BALANCE 66,347 30 SCHEDULE B INCOME -PERSONALTY Receipts Pages 12 -14 1,371 58 Disbursements '--Page 14 82 29 BALANCE 1,289 29 SCHEDULE C PRINCIPAL -REALTY Receipts Page 14 24,000 00 Disbursements Page 15 480.00 To Principal -Personalty 23,520.00 ! 24,000 00 BALANCE 0 00 NET BALANCE 67,636 59 . I I 1'71'".1 ESTATE OF MARYD.PATTON,DECEASED -._-. The Balance Consists of the Fol16wing:- Principal -Personalty Bonds United States of America Treasury Bills $14,000 dated 8/22/68 due 2/20/69 Purchased 8/22/68 13,630 54 1 United States of America Treasury Bills $22,000 dated 11/14/68 due 5/15/69 Purchased 11/14/68 21,376 96 United States of America Treasury Bills $26,000 dated 10/3/68 due 4/3/69 Purchased 1/2/69 ...25,592 58 60,600 08 Distribution (See Exhibit No.1 Page 16)3,875 50 Cash on hand 1,871 72 66,347 30 .Income -Personalty I Cash on hand 1,289 29 , 67,636 59 - 2 - 1"18 A 4 66 1 25 75 00 111 90 95,362.57 26,000.00 95,362.57 -3 - ESTATE OF MARY D.PATTON,DECEASED SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS General Motors Acceptance Corporation 5 5/8%Notes 11/25/68 $26,000 dated 9/24/68 due 12/23/68 at 100 United States of America Treasury Bills 8/22/68 $23,000 dated 8/22/68 .due 2/20/69 22,393.03 11/14/68 22,000 dated 11/14/68 due 5/15/69 21,376.96 1/2/69 26,000 dated 10/3/68 due 4/3/69 25,592.58 April,1968 Social Security Benefit Payment due the Estate Renewal commission from the Manufacturers Life Insurance Company Song Royalty from the Estate of Virginia Knight Logan,Deceased Repayment for Veterans'Widow Washington County, Pennsylvania received from Ralph E.Piatt Funeral Home Cash disbursed for purchase of the above assets Additional Assets Purchase of Assets Inventory filed J ... "">.. .' 61,943 19 192 81 1 I 0 00 Oct.22 Oct.29 Oct.11 1 9 6 8 Jul.29 1 9 6 8 Dec.20 "'III " > o 00 ESTATE OEMARY D PATTON DECEASED•, Withdrawal -Bank Account 1 9 6 8 June 6 Proceeds withdrawn The Union National Bank of Pittsburgh Savings Account No.00-018295-6 3,503.02 Inventory value 3,503.02 0 Sale and Conversion of Assets Without Gain or Loss 1 9 6 8 May 29 Proceeds sale Miscellaneous coins 26.10 Inventory value 26.10 0 00 Sept.17 Proceeds sale -25 shares Chambersburg Engineering Company Capital Stock at 35 875.00 Inventory value 875.00 0 00 Dec.24 Proceeds maturity -$26,000 General Motors Acceptance Corporation Notes 5 5/8%dated 9/24/68 due 12/23/68 26,000.00 Purchased 11/25/68 26,000.00 0 00 1 9 6 9 Jan.23 Proceeds sale -$9,000 United States of America Treasury Bills dated 8/22/68 due 2/20/69 8,762.49 Purchased 8/22/68 8,762.49 0 00 0 0 - 4 - 1718 .... ;. I I I I I I ESTATE OF MARY D.PATTON,DECEASED Gain on Sale of Assets 1 9 6 8 Jul.2 Proceeds sale -132 shares American Telephone and Telegraph Company Capital Stock 100 shares at 52 and 32 shares at 51 7/8 6,860.00 Inventory value 6,608.18 251 82 Proceeds sale -100 shares Duquesne Light Company Common Stock at 30 1/4 3,025.00 , Inventory value 2,943.75 i 81 25 I Proceeds sale -64·shares Dravo Corporation Common Stock at 44 1/2 2,848.00 Inventory value 2,384.00 464 00 Proceeds sale -28 shares The Union National Bank of Pittsburgh Common Stock at 34 3/4 973.00 Inventory value 952.00 21 00 ! Sept.17 Proceeds sale -100 shares International Harvester Company Common Stock at 33 1/2 3,350.00 Inventory value 3,293.75 56 25 Proceeds sale -100 shares G.C.Murphy Company Common Stock at 30 3,000.00 Inventory value 2,418.75 I 581 25 I - 5 ... 5 00 1~00 87 50 168 94 110 00 112 50 150.00 145.00 4,000.00 3,912.50 4,266.50 4,097.56 1,710.00 1,600.00 3,012.50 2,900.00 3/8% 865.00 850.00 - 6 - Proceeds sale -$1,000 West Leechburg Sewer Revenue Bond 3 dated 6/1/58 due 6/1/76 at 86 1/2 Inventory value Proceeds sale -"100 shares Timken Roller Bearing Company Common Stock at 40 Inventory value Proceeds sale -53 shares Texaco,Incorporated Capital Stock at 80 1/2 Inventory value Proceeds sale -20 shares Equitable Gas Company 4.36%Preferred Stock at 85 1/2 Inventory value Proceeds sale - 5 shares Philadelphia Electric Company Common Stock at 30 Inventory value Proceeds sale -100 shares Philadelphia Electric Company Common Stock at 30 1/8 Inventory value Gain on Sale of Assets (continued) Oct.28 Oct.8 - 17~." d . ! ESTATE OF MARY D.PATroN,DECEASED - I - 1 9 6 8 Sept.17 1 9 6 8 Oct.28 ESTATE OF MARY D.PATTON,DECEASED Gain on Sale of Assets (continued) Proceeds sale -$1,000 West Leechburg Sewer Revenue Bond 3 3/8% dated 6/1/58 due 6/1/77 at 86 1/2 865.00 Inventory value 850.00 15 00 ''1'.... i , I -I Proceeds sale -100 shares American Sugar Company (formerly Duff-Norton Company) $2.65 Cumulative Preferred Stock at 47 3/4 Inventory value Proceeds sale -50 shares American Sugar Company (formerly Duff-Norton Company) $2.65 Cumulative Preferred Stock at 47 5/8 'Inventory value Proceeds sale -100 shares Koppers Company,Incorporated Common Stock at 37 Inventory value Proceeds sale -35 shares General Motors Corporation Common Stock at 84 1/2 Inventory value '-7 - 4,775.00 4,218.75 2,381.25 2,109.38 3,700.00 3,650.00 2,957.50 2,933.44 556 25 271 87 50 00 24 06 2,871 69 65,007 69 1 9 68 May 15 May 28 June 4 June 14 June 19 1 9 6 9 Jan.8 Jan.23 ESTATE OF MARY D.PATTON,DECEASED From Principal -Realty Account Balance transferred for investment DIS B UR S E MEN T S Administrative Expenses J.Donald Patton Reimbursement for probating Will and cost of 12 Short Certificates Joseph Gilmore,Jr. Appraisal fee for household goods J.Donald Patton Reimbursement for travel expenses Register of Wills of Washington County, Pennsylvania . .Cost of 7 Short Certificates Observer Publishing Company Advertising Grant of Letters Testamentary Alexander W.Acheson Reimbursement for payment to Washington County Reports for advertising notice in re Estate Antique Jewelry Shop Appraisal fee for jewelry Alexander W.Acheson,Esq. Reimbursement for balance on Grant of Letters Testamentary Cost of filing Inventory Alexander W.Acheson,Esq. Attorney's fee The Union National Bank of Pittsburgh Fee for services as Agent for Executor Expenses in re sale of securities " - 8 - 23 50 75 00 14 75 7 00 12 50 12 50 3 50 14 00 3 00 3,745 00 1,500 00 605 88 6,016 63 17'..... 23,520 00 88,527 69 t'71.&,.I > . ;ESTATE OF MARY D.PATrON,DECEASED Expenses Incurred Pending Sale of Real Estate West Penn Power Company Electric service 7/3/68 -8/16/68 12.11 .Less refund 6.90 5.21 The Bell Telephone Company of I Pennsylvania I Tel~hone service 7 4/68 -8/29/68 8.02 Columbia Gas of Pennsylvania, Incorporated Gas service 5/15/68 -8/14/68 32.29 Refund of overpayment 19.71 12.58 Tom F.Miller .Payment of tree removal -8/6/68 25.00 Henry G.Hood and Sons Insurance Binder charge from 6/24/68 to 8/15/68 on $20,000 Homeowners Policy 7.00 The Washington,East Washington Joint Authority Water service 6/1/68 -9/5/68 6.08 William Cooper Payment for hours worked for June and July,1968 and lawn mowing 51.00 The Citizens Water Company Water service 9/5/68 2.88 J.Donald Patton Reimbursement for cash paid Harold Comedy for trash removal 7/27/68 18.50 136 27 6,152 90 - 9 - I 17'".. .. ,., I I ~STATE OF MARY D.PATTON,DECEASED Loss on Sale of Asset 1 9 6 8 Oct.22 Proceeds sale -100 shares Borg-Warner Corporation Common Stock at 33 3,300.00 Inventory value 3,362.50 62 50 Preferred Debts 1 9 6 8 May 15 Ruth Berdine Nursing services 125 00 I I Mary F.Houser Nursing services.200 00 Washington Manor Charges at nursing home from 4/24/68 to 5/4/68 199 57 AIleen M.Stewart Nursing services 175 00 Mildred Throckmorton Nursing services 18 75 May 22 Piatt Funeral Home Funeral expenses 1,188.50 Less 2%discount 21.40 1,167 10 I May 29 Joseph R.Hockey,D.D.oeHonorarium75 Aug.22 Kurtz Monument Company Payment in ft1l1 for stone 100 OC 2,060 42- . , -10 - 1 9 6 8 May 15 May 17 May 23 June 4 June 14 ESTATE OF MARY D.PATTON,DECEASED Other Debts William L.Cooper Mowing the lawn for April Ashmore's Flower Shop Payment for flowers The Washington Hospital Balance due on statement 5/8/68 The Bell Telephone Company of Pennsylvania Telephone service to 5/4/68 The Washington -East Washington Joint Authority Water service to 4/1/68 Columbia Gas of Pennsylvania Gas service to 5/15/68 West Penn Power Company Electric service to 5/17/68 The Bell Telephone Company of Pennsylvania Telephone service to 6/4/68 15 75 10 60 45 50 6 22 10 7 3 09 6 2 17111 ... JuL 3 1968 County,School and Borough Taxes Less: Prorata share paid by purchaser 447.67 167.88 JuL 18 The Citizens Water Company of Washington, Pennsylvania Water service to 6/28/68 -11 - 387 45 1'7111 .. ESTATE OF MltRY D·PATTON DECEASED., Other Taxes 1 9 68 Jul.19 Commonwealth of Pennsylvania Payment of Pennsylva.nia Transfer Inheritance Tax $70,000 at 15%10,500.00 Less 5%discount 525.00 ,9,975 00 1969 Jan.15 Internal Revenue Service Payment of Federal Estate Tax In full 3,542 12 13,517 12 22,180 39 SCHEDULE B INCOME ...PERSONALTY RECEIPTS Dividends -Stocks American Sugar Company 2.65%Preferred 150 shares 8/14/68 -10/28/68 168 18 American Telephone and Telegraph Company Capital 7/3/68132shares 79 20 Borg ~arner Corporation Common 100 shares 8/30/68 -12/4/68 62 50 Chambersburg Engineering Company Capital .' 25 shares 8/30/68 9 3e Duquesne Light Company Common 100 shares 7/1/68 41 50 -12 - '71.A i, Vq'l'.d 'lw.OF MAlW n 'Pl\TTON T1li'f"H'.d .C!1i'T1 I Dividends -Stocks (continued) Equitable Gas Company I4.36%Preferred I 20 shares 10/4/68 21 80 General Motors Corporation I Common 35 shares 6/11/68 -9/10/68 68 25 International Harvester Company Common 100 shares 8/6/68 45 OC ! Koppers Company,Incorporated Common 100 shares 6/17/68 -10/4/68 75 00 Philadelphia Electric Company Common :105 shares 6/27/68 43 05 Texaco,Incorporated .Capital 6/10/6853shares 37 10 Timken Roller Bearing Company Common 100 shares 6/10/68 -10/4/68 90 OC The Union National Bank of Pittsburgh Common 28 shares 8/6/68 9 8C 750 76 Interest -Bonds West Leechburg,Borough of,.Sewer Bond 3 3/8% $2,000 5/3/68 -10/15/68 30 3E General Motors Acceptance Corporation Notes 5 5/8% Accumulation on $26,000 to 12/23/68 370 8~ United States of America Treasury Bills Accumulation on $9,000 to 1/23/69 183 2] 584 43 -13 - 1,371 58 24,000.00 24,000.00 1 9 6 9 Jan.23 1 968 Dec.20 1 9 6 8 Aug.19 ESTATE OF MARY D.PATTON ,DECEASED Interest -Savings Account The Union National Bank of Pittsburgh Savings Account No.00-018295-6 3/1168 -6/1/68 Miscellaneous The Union Central Life Insurance Company Policy No.1029-742 Interest on claim DISBURSEMENTS Administrative Expense The Union National Bank of Pittsburgh Compensa tion as agent for Executor SCHEDULE C PRINCIPAL -REALTY RECEIPTS Inventory filed Sale of Real Estate Without Gainor Loss Proceeds sale Property known as 664 East Beau Street,East Washington; Borough,"Washington,Pennsylvania to James L.and Barbara A. Lockerman Inventory value -14 - 35 03 1 36 I I 82 29 24,000 00 o 00 24,000 00 I ESTATE OF MARY D.PATTON,DECEASED DIS BUR S E MEN TS Closing Cost in re Sale of Real Estate Property known as 664 East Beau Street,East ~ashington Borough, .Washington,Pennsylvania Pennsylvania and "Washington Borough Realty Transfer Tax To Principal -Personalty Account Balance transferred for investment -15 - 17'"... 480 00 23,520 00 24,000 00 17111 A ESTATE OF MARY D.PATTON DECEASED,I EXHIBIT NO.1 Payments on Account of Distributive Shares Principal -Personalty Distribution under Paragraph 2nd of the Will John S.Patton Helen A.Patton Joseph Donald Patton,Jr. I , James Stephen Patton and I I Michael Allen Patton IDelivered6/22/68 household goods, furniture . furnishings and equipment 2,735 50 James S.Patton. Joseph D.Patton,Jr.and Michael A•.Patton Delivered 9/7/68 1 lot miscellaneous jewelry 140 00 Distribution under Paragraph3rd of the Will Anna S.Shaffer Thropp Cash 5/31/68 250 00 .Distribution under Paragraph 4th of the 'Will Jg Donald Dillard Cash 5/31/68 250 00 Distribution under Paragraph 5th of the Will Elizabeth C.Cowden Cash 5/31/68 500 00 3,875 50 -16 - .- COMMONWEALTH 'OF PENNSYLVANIA COUNTY OF ALLEGHENY ... SS: J.DONALD PATTON,the above named Accountant being duly sworn according to law deposes and says that Letters Testamentary were granted to J.DONALD PATTON and advertised more than six months prior to the filing hereof;that the disbursements shown in the account have been made to the parties entitled thereto and that the account as stated is true and correct as he verily believes. -1J~. Sworn and subscribed before me this,__""e_;;..3..-e-A--.;;..;.·day,of .~ 19"1 • Notary Public CLAIR A.NEWTON,NOTARY pueuc PIITSBuriG;;,;.LLEGHEfJY COUNTY REQUEST FOR DISTRIBUTION MY COMMISSION EXPIRES FEB.21,1972 Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. _..~..~ ! .,. ',. ~ ~w....;,-J " ,~ • j 'r" (,3~l t-b~) IN THE ORPHANS'COURT OF 'WASHINGTON COUNTY,PENNSYLVA,NlA NO.(P IP/-/PI t ff ESTA'IE OF MARY D.PATTON,DECEASED FIRST AND FINAL ACCOUNT OF ,J.DONALD PATTON EXECUTOR BALANCE.DUE--.$67,636.59,. This accoUnt was·transmitted and presented to the.Orphans'Court and confirmed nisi at No. of ,on n Clerk of Orphans'Court Fee $,_ Filed II Alexander 'W.Acheson,Esq. 414 'Washington Trust Building 'Washington,Pennsylvania ~/t"t r (~I .!>--(r f JJ!fT',..jSJ "cP </61.0A --....;....-.....'" ~-~;::0'.....~:) !.•,...~"\.,..:,-:-';)::0 :....-~~- <:-~..-~.:''''~ ";~~-..,.~~.',,'-,",-:1 :", {"," 'J. -. ~:;::.. , ""c...) .~•~1~:-) ~_..,. 'S ~ .... ~.~l ""........-:'.:.::: .~:;. ~,~...., .",':"':>~. '~- W.26752 Sworn to and Observer -Reporter" WASHINGTON,~PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:. Personally appear,ed before me,a Notary Public in and for said County and State,Ri.c.h.a..r..d S..o•..J;;ow.an ,who being duly siworn according to law,deposes and says that he is the ;?.~.c..r..e..t.a.ry-. of the Obs1erver Publishing Company,a P>enIlJsylvania corporation,and its agent in thi's behalf;that the &aid Company is,the owner and publisher of the Observer-Reporter,sucC'essor to The Washington Observer,established September 18,1871,and The Washington Reporter,established August 15, 1808,a daily ne,wsvape,r of general circulation,printed and published and having its place of busines's at Washington,Washington County,Pennsyl- vania,where it or iti(predecessors have been established and published continuous'ly for more th~six months'prior to the publication of the notice hereto attached;that't1i6 pdnted notice or advertisement hereto attached is a ,copy of an official advertisement,official notice,legal notice or legal advecrtis,ement,exactly a:s printed or published in the Obslerver-Reporter in its regular editions on the following date or dates;. .........................................Ma.y 1..5...~2.2 and 2.9..,.,1.9.68 . that neither th'e affiant nor the Observer Publishing Company is interesood in the subject matter of said notice or advertising and that all of the aUega· tions'of this affidavit as to the time,'Pla~e,and Chara[}ecr of publication acre true.r)!;;;;L ;1.&..........................1..............:t?:::e::~0,... sUbscri~)1ore me this.4.9.....day of May....l..9.6..8.. f11mO~tt,,~~;(~ WASHINGTON,WASHIil:GTON COUNTY MY COMMISSION EXPlliES MAY 6.1972 w:ashington County Reports ~Nd5x.a1i:i 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 WASHINGTONt STATE OF PENNSYLVANIA I SS. Personally appeared before me,a Notary ·Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November II,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: .........!:~y !.~.1.....?.~.J ~.Q ~~.§.?_ _. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter O~~'dtice or advertising~hatl)all.of;.l1e leg ions of this affidavit as to the ace andJ9aracter th pubID ~,tf,.I ./.Uta ,~,~ Sworn to and subscribel:l-J~Im:...m1:..JJlliL-_---- ~Q~h_!;..yy oL.}~y_,196..Jt .........i~d.~~-_. .ary Public KATHERINE C.YARD,Notary P,IG Washington,Washington Co.,a. My Commission Expir,es l~ovember 1,1969 Estate Notices The Register of Wills has granted letters. testamentary or of administration,tn 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. • • • • • • • • • • • • • • • • 0 PATTON.MARY D.,Dec'd. Late of East Washington Borough,Washington County,Penna. Executor:J.Donald Patton Gateway ITowers,Apt.5-E,Pittsbtirgh Pa15222' . Attorneys:Alexander W.Acheson & G.Ashton Brownlee,414 WashingtonTrustBldg..Washington,Pa,15301 I'-....::...-.__-=-_~::;..:=:-..I No.63-68~661 .~ Estate of Mary D.Pa.tton, deceased - I I Proof of'Advertisement of the.Grant of Letters . . ALEXANDER W.ACHESON ATTORNEY AT LAW ...WASHINGTON TRUST BUILDING WASHINGTON,PA. ". ( J, ,,,·4 "- ~c. ~ I, :~i' \ l' f'~ 3Ju tl1r ~rpQuuB·OInurt nf IJuBQiugtnu CtInuuty In the matter of the Audit of Account in Estate of.__---=M:..::=ar.....y'---'D~.__=P_'a=.·t.::....::;t..=o:,:n"'-z...__--'-__I deceased TO THE AUDITING JUDGE: No.63-,68-661 ,ttx ,A.A. Enter ==m::.y~,appearance for·_~_~J.J.~D~o~n~·a~l..l.dL-....P....a":'..t",-",t,-",Qun","-#-,---,E"",x........e.....c"-,u...t.......,,OLoJ:r,,-"_ 20th day of.__----:.M=a=r'-'c<..:h=--,19--2..9 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. No 63-68-661.,--=~--,In-,A.A. In re Audit of Account in Estate of Mary D.Patton, decease!!.-fl,~~ 4:;'fJl~13 ~;,;:.fn -.'0I .'.\ <P,~0.,.~•rf\.?::...~';1!(~~.'rarrlJB~~.AtrPr~urr -\.;:Vi 'FOR .•o.-.~-0z::;;~.:::s ."'"o ~;Y #0_~ -L__D_ona_1d:ij:~Qn,a-.e~ut-"o""r__ , Alexander W.Acheson. Attorney ....=--==============.»~.2 In tlJr Qtnurt nf Q!nmntnn t~l1ras of lJa.aqingtDn Qtnunty, Jrnn.aylunnia,®rp4ans'Qtourt 1]ittisinn ESTATE OF Mary D.Patton, Deceased. N 63-68-661o._~--=-=-....::....::....=_ First and FinalInthematterofthe'_ Account of J.Donald Patton, Executor ADJUDICATION AND DECREE And now Avril I~19~,this matter came on for hearing, audit and distribution at this session and testimony fuken;'and thereupon,up~n due con.siderotion thereof the balance for distribution in :the hands of the Accountant IS determined to be $68 781.33 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with .the schedule of distribution hereto attached and made a port 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 audit Balancei _ Deduct Clerk's Costs &Receipt,s..s _ Attorney Al.exander W.Acheson Russell Marino,Agent,transfer inheritance tax, To John S.Patton and Helen A.Patton,his wife,and to Joseph Donald Patton,Jr.,James Stephen Patton and to Michael Allen (Alan)Patton,shares of tangible personal property as set out in Paragraph Second of the Will;held in kind and distributed as such at the appraised value, credit to be taken by the accountant for items advanced prior to distribution by the Court,per receipts filed, Anna S.Shaffer (Thropp),legacy,credit to be taken by the accountant for funds advanced prior to distribution by the Court, 1539.11 394.37 66.00 1056.01 I 2875.50 250.00 $67,636.59 $69,175.70 $68,781.33 $64,783.82 J.Donald Dillard (Donald E.Dillard),legacy,credit to be taken by the accountant for funds advanced prior to distribu,tion by the Court, Elizabeth C.Cowden,legacy,credit to be taken by the accountant for funds advanced prior to distribution by the Court, 250.00 500.00 ,$64,533.82 $64,283.82 John S.Patton and Helen A.Patton,his wife,7/20 residue,including prinupal cash and $695.47 income cash,22324.34 Joseph Donald Patton,Jr.,1/3 of 1/2 residue,including principal cash and $331.17 income cash,10630.63 $63,783.82 Jj t.,p-... J ', 0 ~::J Z....»>g:.\0§t'n J'o·r:(II .ty.i a 3~.~~0 ~........, 4"'\0~......,.g:.er to t =..~~ (j \~S~~~J , ~ J \'L I..J ..J _J _\',v \'uJ .J.,\'J J J -:) _, J 'I ../ j ,J • _...__J J j j J.v 'I J ( 0 ..J .JJ J ~ \ J J . .J J -:),, :).\ • "c~o·-..""- James Stephen Patton,1/3 of 1/2 residue,including principal cash and $331.18 income cash,10630.6 Michael Alan (Allen)Patton,1/3 of 1/2 residue, including principal cash and $331.18 income cash,10630.64 D.McCarrell Dunbar,1/10 residue,including principal cash and $198.71 income cash,'6378.38 JosephS.Dunbar and Helen McKee Dunbar,his wife, 1/20 residue,inc luding principal cash and $99.35 incom cash, ,', 3189.19 No balance .' _••)J JL ~~'.~..>.~~....,!!l*.'t \., J -..J ._ ~. \.Sc~o.... .J rs 5/29/69 ,.' Form OC 91 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISON lin t~t ilatltr nf t~t tstatt nf Mary D.Patton, DEOEASED No.63-68-661 ~'---_ WE, 1K11nm 1\11 ilt11 1By w~rsr JrrSt11ts.that I,JOHN S.PATTON and HELEN A.PA~TON, do hereby acknowledge to have received from J_·_D_O_N_A_L,.-D_P_A_T_T_O_N -'~ ______EX_E_C_U_T_OR -,--~-the sum of (EXEOUTOR-ADMINISTRATOR-TRUSTEE-GUARDJAN) Cash -Twenty-Two Thousand Three Hundred ($22,324.34 and Twenty-Four Dollars and .347100 )Dollars Witness:1ftr'".r,fdJuF' Witness:1Yft1&t:fd,.t;fvv: xmbc.t..-._ in full of the amount awarded me under the decree of the Orphans'Court of ~ Washington County,Pennsylvania,entered at the above number. And I do further authorize and direct the Clerk of the Orphans'Court to en- ter a receipt on the Audit Docket in my name,place and stead. Ilit11rss my hand and seal this ,...rtd.day of_-.il~~_~'19 /.4~ -f:fs---'.·'7F-·o"--hn~s.w:~p:....:...~--=£Z'-...-'~=..=.:....:::.~_-_~--(SEAL) ---:,-;-}-\-::;--~-::--=--:-O:-:--"_'~_(l_i-\-_<f\,..,__(SEAL) Helep A.Patton .b10", >.d>~~ 0 Z > .... n .... ~ 0-M'..... 0 M'(b t'b0..0 0- g .,.,(b ~(J)(ben~ t"4C%1 ~rJJ~to;>~~to;..... 0 tz:l 1::.....~0 ....~ "d 1.0t:l >l'J 0 0 C%1 l'J:.fIJl'Jt:l rs 5/29/69 Form OC 91 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION 11n t4r ilnttrr of t4r fatnlr of Mary D.Patton, DEOEASED No.63-68-661 ~=---_ i\uuw 1\11 ilrn my ID4rar prrarnta.that I,__JO_S_E_PH_D_ON_A_L_D_P_A_T_TO_N-.:...,_JR_o__ do hereby acknowledge to have received from__J_o_D_O_NA_L_D_P_A_TT_O_N _ (EXEOUTOR-A.DMINISTRATOR-TRUSTEE-GUARDIAN) ...::C.:::.a.:::.:sh::..-----::T.::..e~n_...:T:.=h=.::o:.::u::.:::s~an==-d:::::........::S=-=i~x~Hun=d;:=r~er:d-...:a~n:=..:d:::....-__($10,630063 Thirty Dollars and 063/100 )Dollars County,Pennsylvania,entered at the above number. in full of the amount awarded me under the decree of the Orphans'Court of ~ Washington And I do further authorize and direct the Clerk of the Orphans'Court to en- ter a receipt on the Audit Docket in my name,place and stead. llitnraa my hand and seal this~--=-_ Witness~.6 \~~ JUN 1 1 195~ PAGE__ NO.of 19__ AUDIT VOL._ Itettipt ESTATE OF DECEASED Filed _ Fee _ Attorney _ Address _ '''' rs 5/29/69 0' Form OC 91 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION 3Jn t~t !lntttr of t~t Estntt of Mary D.Patton, DEOEASED ..,"/ ~~~ No.63-68-661 ~,---_ i(nnm All !lrn my ID~rs,'r,s,nts,that I,JAMES STEPHEN PATTON do hereby acknowledge to have received from J.DONALD PATTON EXECUTOR'the sum of (EXEOUTOR-ADMINISTRATOR-TRUSTEE-OUARDIAN) ..::.C..::::a=sh~--::T,.::.e=n-,T=-=h:=.:o:..:::u:==sco:::a==n=d-,S=-=i=x=---=:,Hun==;;dr;=-=erd=-=-=:::an=d=--__($10,630.64 Thirty Dollars and ~647100 )Dollars County,Pennsylvania,entered at the above number. amk~_ in full of the amount awarded me under the decree of the Orphans'Court of ~ Wasfuington And I do further authorize and direct the Clerk of the Orphans'Court to en- ter a receipt on the Audit Docket in my name,place and stead. IIUn,ss my hand and seal this Witness.~~k Sf/,day of-----'J."'-""II~N........r_·-·"'_'_,19~3 James Stephen Patton .liN 1 Q1969 PAGE__ " NO.of 19__ AUDIT VOL._ i&rttipt ESTATE OF DECEASED Filed _ Fee _ Attorney _ Address _ rs 5/29/69 v Form OC 91 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION lin t4t tlatttr of t4t fstatt of Mary Do Patton, DEOEASED No.63-68-661.~__ I\nom 1\11 tltn illy w4tst'rtstnts.that I,__M_IC_H_A_EL_·_A_L_AN----'(_AL_LE_N..!-)_P_A_T_TO_N_ do hereby acknowledge to have received from J_o_D_ON_A_L_D_PA_T_T_O_N _ _____E_XE_C_U_T_OR ,---------the sum of (EXEOUTOR-ADMINISTRATOR-TRUSTEE-GUARDIAN) --=C:.:::ac:::.sh~---=T--=e~n_T=.::h:=..:o~u==s:.::::a~n.=.d~S~ix===-.=.:H~un~dr:;=-:e:,.=d:.....=an~d=--__,($10,630064 Thirty Dollars and 0647100 )Dollars lIitlltSs my hand and seal this JI day of ,I c.)rV e aaxk --'-'-~_ in full of the amount awarded me under the decree of the Orphans'Court of ~ Wasnington County,Pennsylvania,entered at the above number. And I do further authorize and direct the Clerk of the Orphans'Court to en- ter a receipt on the Audit Docket in my name,place :l.nd stead. ,19~. ~(1lf1!rJ..J~SEAL) .Michael_Alan (All~nLP~t~~n JUN 1 6 1969 PAGE__ / NO.of 19__ AUDIT VOL._ i&tttipt ESTATE OF DECEASED .f Filed _ Fee ---:-_ Attorney _ Address _ --------------------------------------------,rs 5/29/69 Form OC 91 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION 3Jn t4e flatter of t4t Estate of Mary Do Patton, DEOEASED No.63-68-661 ~__ iKuow All fltu iSy W'4est'rtstuts.that I,__D_o_M_c_C_ARRE__L_L_D_UNB_AR _ do hereby acknowledge to have received from J_o_D_ON_A_L_D_P_A_TT_O_N _ (EXEOUTOR-ADMINISTRATOR-TRUSTEE-GUARDJAN) _______--=E=:xE=,~CU_=_T=_O:..:R-=----the sum of Cash -Six Thousand Three Hundred and ($6,378 038 Seventy-Eight Dollars and 038/100 )Dollars ~~--------------~------------ County,Pennsylvania,entered at the above number. in full of the amount awarded me under the decree of the Orphans'Court of~~ Washington And I do further authorize and direct the Clerk of the Orphans'Court to en- ter a receipt on the Audit Docket in my name,place and stead. BiltttSll my hand and seal this.!l£-day of ~.,19.0J:j-. Witness~J1J.Ji ...-I2J,"'c&/l eV,J~(SEAL)>5!!1tfL~_JDoMcCarrell(Dunbar__ JUN 10 1969 ., ,... >d ~~ I:'Z :>);- - n .... ~ 0-M'- 0 M'(1)",0-0 p.. . ..,.., ~ (l)::3(Jl (1)(Jl ~ t'4t:t1 ~fIJ~~>~."..... g,t:t1 "t:....0 ...'%J "d 10t:I >l'J 0 0 t:xJ l'Ji>-[/lI!lt:I ,. \ ..; ,, Form OC 91 11n t4r .1JIaUer of tqr 1Eatatr of Mary D.Patton, DEOEASED rs 5/29/69 :.I • IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'OOURT DIVISION No._6_3-_6_8-_6_61_:ot$:...-_ \r~ ..~-' WE, iKtUllU j\11 £leu iBy IDqear'resents.that l JOSEPH S.DUNBAR and HELEN Mc~DUNBAR, do hereby acknowledge to have received fromL--'_....;J....;.--=.D....;ON;:.;,;A;,::L==D--=.P==A.:;.TT=..:O~N.:..-.._ __---:-~E::XE=C~UT.=..:O::=R.::.....-.the sum of (EXEOUTOR-ADMINISTRATOR-THUSTEE-aUARDJAN) ..::.C~as::::h::....-----=.T.:.::hr~e:::.:e:::.-.=T~h~o..::=:u~sa~n~d~O..:.:n"""e-=H:=..::un=d=-r,,,,"ed~aTn~d~_($3,189!19 Eighty-Nine Dollars and .19/100 )Dollars County,Pennsylvania,entered at the above number. xQ._.....,..---------------------------- in full of the amount awarded me under the decree of the Orphans'Court of ~ Washington And I do further authorize and direct the Clerk of the Orphans'Court to en- ter a receipt on the Audit Docket in my name,place a.nd stead. iHtness my hand and seal this .)1-tLday Of__~I4;"",,:__,19.E:."+-~_ Witness~'_ Witness:_ '~~~~~~~~~~'~AL)unbar .''~0J'~' Hele~McKee Dunbar ,;.. I Signed before me a Notary Public for Belmont County,this day and date,Julie,;17th.l969 (~:.:~~ Tuesday.. ~4.R..~~-NotarY·~b~1C . My Commission Expires Nov.28,197~ ',-BELMONT COUNTY.OHIQ,/' I .,No.,63-68-661 .~ Estate of' MARY D•.PATTON, Deceased. -.~~.~-~...... DISTRIBM~ION RECEIPTS ~J;'~-r-, ~f'Tl ;:J'.J ....00·...........,......".,.--.~~ 1">.", <::n -0-~_........ r- M'1 o.... :.z;-{.i')-C:;: -<...<.'(=-:t:-r nlC')",1 r'" --4 ::J i~c_::I!::~~C":>_;r;..o~:::u.:,.....-:;; -0''''''0~.{n .." I ,~ ALEXANDER W.ACHESON ATTORNEY AT LAW.¥-I :.f...WASHINGTON TRUST BUILDING WASHINGTON,PA. "1 .:.-.-*\\ .i- Form RCC-33 RESIDENT DECEDENT -.. . . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON . State of ..... County of 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 .theInheritance__an!i EEitateXax Act of 1961.) ..:_~:~;~;;;:;~~OF__...C..o..un.....t..y..}==.: Late of WashingtQn.......... . Pennsylv.ania } ss: Allegheny . ....................................................................................J .•.....DO.NALD PATTON ..Eueutor of the estate of the above-named decedent being duly sworn,depose S and say S Decedent·died (M~~'".........(j~;).,19(&~~~).,{~aVing a last will,copy of which is hereto attached.} otherNaam:t:::i:::r:::r:fse:ttt::;::::}.Alexa.nderW•....Acheson.... whom all correspondence should be 4l.4WashingtQnTrustBuilding,Washington,Pennsylvania mailed. That as such ~~~;n~jt.9.;r.deponent is familiar with the affairs of said estate and the property con- (Ex"cutor-~) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Mellon National Bank &Trust Comnanv Washington,Pennsylvania Box FSO'3 Decedent That the contents of said safe deposit box or boxes are itemized under Schedules __.B~_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 fullv 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,do~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;al·l 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,left bydecedent,together with the fairly estimated market value thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent a.t the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value 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 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 may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a cony of the deed,trust agreement or other instrument creating the trust.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,orjointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another, with a copy of the ins trument 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 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","en,"E",and "F"as directed therein,. have been carried forward and properly registered in the Summary. m__~~;':;:';~d ..SW:~ftob;=..:::::.~-r&'~~_mm._ .~..~m:c7~mm-C/O:@l~~9i:;:;~~!1!§1!Ull0.I tflMlD T.9,~~f\Jy ~lptJ.C Post Office (Street Number)Box 837 PITTSBURGH,A~lEGHENY COU~HY .Pittsburgh"P..e.nn.sylv.ania l.5.6JO . MY COMMISmN EX:'JJl:S FEBRUARY I,mt (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 required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. ., RCC-34'('-S·4) COMMONWEALTH OF PENNSYLVANIA 'DEPARTMENT OF REVENUEBIJ~AU OF COUNTY COLLECTIONS' TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE uA" REAL PROPERlY 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 hrld 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 Cammo!"wealth 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 form 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 "F"and must not be deducted from this schedule. Improved Real Estate situate in the Borough of East Washington,Washington County,Pennsylvania,consistin of two adjacent lots or parcels of'land,bounded and described as follows: Beginning at a point on East Beau Street,at a point which is a corner common to lots Nos.8 and 9; thence by East Beau Street,North 24 degrees 13'East, 33.11 feet to a point;thence by a curve to the right, having a radius of 52.27 feet,a distanc~of 13.01 feet to a point;thence by a curve to the right,havin a radius of 493.34 feet,a distance of 36.44 feet to a point which is a corner common to lots Nos.8 and 7 in said plan;thence by the line of lot No.7,South 52 degrees 12'East,202.37 fat to a point on a 20.0 foot alley;thence by said alley,on a curve to the left, having a radlls of 175.51 feet,34.38 feet to a point which is a corner common to lots Nos.8 and 9;thence by the line of lot No.9,North 65 degrees 47'West, 201.26 feet to the place of beginning. Beginning at a point in the south side of a twenty foot alley,said point being more particularly desig- nated as the point where the western line of lot No.8 in Dodd's Retreat Plan,of record in the Recorder's Office for Washington County,Pennsylvania,in Plan Book 6 pages 8 and 9,when extended in a southerly di- rection,intersects the southerly line of said twenty foot alley;thence along the line of said alley by a curve to the right having a radius of 155.51 feet a distance of 30 feet,more or less,to a point on the southerly side of said alley where same is intersected by the eastern line of Lot No.8 in said plan when ex- tended in a southerly direction;thence along the ex- tension of the eastern line of Lot No.8 in said plan South 52 degrees 12!East a distance of 65',more or less,to property now or formerly of Henry Martin; thence by property now or formerly of Henry Martin South 68 degrees 16'West 12 1/2 feet,more or less, to a point in the extended western line of said Lot No.8;thence along the extension of the western line of said lot No.8 North 65 degrees 47'West 60 feet, more or less,to the place of beginning.' Gross proceeds of sale (1)(2)(3)/ DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTION DECEDENT'S MARKET VALUE (Do not write DEATH In this space) (See Deed Book 1283,Page 0602) Insert this total opposite ureal property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return, $24,000.00 COMMONWEALTH OF PENNSYLVANIA '1~SFER 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 any undistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule•. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKET VALUE (Do not write in this space) See attached Inventory $61,943.19 , Insert this total opposite "Personal Property",Schedule "B"in X X $61,943.19 the "As Reported"column on the last page of this return. RCC-.30 ,~m~fON1YEALTH OF PENNSYLVANIA T~iNSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDUL;E "c" TRANSFERS (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)__.NuQ~_ (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)__~N~o _ (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)_ (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~Q __ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__~N~o~_ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or 0 thers --:-_ (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)N~n _ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)N~o~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_ 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 None DESCRIPTION MARKET VALUE (Es timated) $0.00 DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. $0.00 ,....-. CCMMONWE~LTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIONS: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 "An,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 relationshl.p (if any)of co-owners to the decedent. Descrl.ptl.on of Property,Date of Acquisition,Name I Unit Address and Relationship of Co-Owners,and Place !Value of Record of Instrument,where Real Estate.I None percentage Share Estate Valuation $0.00 DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Insert this total opposite "Jointly Owned Property",Schedule"E"$0.00 in the "As Reported"column on the last page of this return. ......,~,...... .....''1"'.. ..RCC-37·(12-63),. COMMONWEALTH OF PENNSYYLANr''ATRA~SFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES,. BENEFICIARIES AND ADDRESSES (state full names and addresses of all who have an interest,vested,contingent or other- wise,in estate) RELATIONSHIP (If step-children or illegitimate children are involved,set forth this fact.) SURVIVED DECEDENT STATE YES OR NO DATE OF BIRTH INTEREST OF BENEFICIARY IN ESTATE Wa hin ton Penns lvania ee B ue t Wa hin ton Penns 1vania Elizabeth C.Cowden Cousin Yes Sui Juris Be uest Hickory,Pennsylvania Helen McKee Dunbar Brother Sister-in-Law Yes Yes Sui Juris Sui Juris 1/20 of Residue Martins Ferr Ohio D.McCarrell Dunbar 4--Brother Yes Sui Juris 1 10 of Residue 418 Leonard Avenue I Wa hin ton Penns 1vania 15301 ,Joseph Donald Patton,Jr.Nephew Yes Sui Juris Bequest plus 16 Beech Road 1/3 of 1/2 of Residue Pittsford,New York 14534 James Ste hen Patton Ne hew Yes Sui Juris Bequest plus 1/3 of 1/2 of Residue Pi ttsblJrgh, Michael Allen Patton Ne'hew Yes Sui 'Juris John S.Patton AND Brother-in-Law S·ter-in-Law Yes Yes Sui Juris Sui Juris Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE j ----_.-..--=-=-=-~=_.========::::================================================== OF THE ESTATE OF ~[ATTER OF THE APPRAISEMENT Will (N Administration ~o. P."THE 63-68-661 Year . (Executor-Administrator mus'tcomplete "As Report~d"column #1.) CJ .....:.l '"t:J =0.......('l)('l) 0 ~....~'"::s en -'"en 0 0-3 (t'::s '"t:J~.... ~....0enX'"t:J "0~('l)0-........ ~0 ~"0 t:%1 ('l).... '".-+ .-+'<~.-+('l) ~, ~ryD.P.atton Deceased Late of .Eas.t..Washingt.onBorough.. !. REPORT AND APPRAISAL Commonwealth of Pennsylvania County of .Washington .. £)-W :(')::r'P'. ~::=q~- enc:3:: 3::>=0~Ui"":: ()() ?"?" ~>::;: ~-6&-6&-6& \\~;: "".~~•~v ...'\.'":''\(1::l :.:\,:(),...,.-_~••..~I'VQa'3 - .0 5'".'("::,~~c... .~C) £l~:",) ) .-,...;j.-<-..,",••I ,-~~.,J Alexander W.Acheson 414 Washingtan.~st Building."~'(I'"Washington,PennsylvaniaJ \..J_4 CI,?-'lf:1 -P-T -6&-6& p:) Vl.. '-0t;•I--'-.0 -6&-6& ~: :,-~: .~. .~..'"..~. o 0 !t !Io0(:)b -0 -6& D'N-..f-'~>~'lIl en"0 0.t--b =o~ Iv..>O~~.....b 0-,,...0 ~:-.v.('l)c..-- -6&-6& ;. ; ..1."\ I • ,~CC·~9.1'1·67) ~:OM#10NWEALTH OF PENNSYLVANiA' TRANSFER INHERITANCE TAX RESIDENT DECEDENT PATTON,NARY D. FILE #63-68-661 }iay 3,1968 SUMMARY .'" FILE #63-68-661 rmponT OF INHERITANCE TAX APPRAISER I.the undersigned rtuly 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". Dated:02-18-69 08-03-68 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,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 VALUE AS REPO~rED VALUE AS APPRAISED VALUE AS REAPPRAISED $24,000.00.~.~$24,000.00 $~~~~~_ 61,943.19._61,943.19 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) cT oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 85.943.19._ =====~.:.-..-=====-.-======:= Valuation of life estates or annuiti~s . . . . . . . • ESTATE TAX ASSESSMENTS %------ COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on S ~_.__5%~~~~__~ T ax on $._.~10%~__...o-.~__ T a.x 'on ~2'?S % T ax on $:.Ci5~$~-----'-- Exemptions .__(:::) Tdtal Estate __ TOTAL TAX $~___ Less tax previously paid $~==========:_. BALANCE $---~--Less 5%of tax if paid within 3 months after death $=====::=/= (:;:)As evidenced by Charitable Exemption Certificates issued by th~Secretary of Revenue. $~------ $~-----~$~------ $ TOTAL TAX BALANCE PAID BALANCE DUE Add interest at rate of 6%from to 3ALANCE OF INHERITANCE TAX DUE $------~--- Add interest at rate of 8%from to $~ AMOUNT OF ESTATE TAX ASSESSED $~_ Estate tax paid $_ FOR USE OF REGISTER QNLY 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 i Administration ~No,...... IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .Mi\.11X p..:PIt,[,'l'Qr-J. Deceased Late of .. County of E.WASHINGTON WASHINGTON... Commonwealth of Pennsylvania REPORT AND APPRAISAL. -' ,> ~, Fonn'RCC-2 'e-."DEPARTMENT OF REVENUE.. BUR~U OF COUNTY COLLECTlON~. HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE f..f;)!?~.~!...y.~.?L ~.???.. COUNTY w.~.?n.~.~€?~g~", '. FILE NO...9.3..:::7.9..$..::9..9.1 , , Whereas,N.~y.p.p.9.:t.t.9.n.late of ~.!~~.!:).h.~P,g.~.9.P.:, in the County of w.~.!:).h.~!,!gt.9.D Commonwealth of Pennsylvania,having died on the J ~(t day of .J1.9.<y 19 9.~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R.Chaney an appraiser duly appointed according to law,····················v····..····························.,............................................................................., 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 AppraisementDescriptionofAssetValuesMadeforInherltance Tax Purposes $ REALTY: - Improved Real Estate situate in the Boroguh of East Washington,irJashington County,Pennsylvania,consistin of two adjacent lots or parcels of land,more fully described in Deed Bool 1283,Page 0602.24,000.00 24,000 00 PERSONALTY: --. See attached inventory.6l,943.1(61,943 19 ...', 1..! : Total 85,94;19 i '1 - form~;V;::fhb::::1fJ,;,w~~L1~1~~:~:;:rer~L~~o~::==~~i~L~ ~iZ Appral8er..·..·..·....··..·..·..........·Z........·....·....·..........·..........·..........·..·..·..........................................~<f-~?f:i:~:;:').Penna - Cou1dy RESIDENT INHERITANCE TAX APPRAISEMENT Estate of M..ARY D.PATTON Deceased. Late of E.WASHINGTON...........................-. Date of Death,~~y....3..,J9..~~. Appraisement Docket Vol.,.3.7 . Page,:L.:t.4.~.?No ?;?~9.l?::::?..9.+. Filed in Regist~s Office,~.~~~_~~.Y.....!?l19..?.9... Amount of tax due $,-__. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra-isement,. Appeal j,.om Appraisement,.. Entered and charged,. ;' .t .''.~ SUPPLEMENTAL Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF .'""",.",_""_,,",,,,WM?,Iu'NQr.PN.,,,,,,,,,,,,,,,.,,.,,,.,,,. State of ..., County of 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 ..t..h~Inheritance..llndEs1;~te ,'l,'ax Act of 1991.) .................,,,l~..~::,=:.~:..~;a7~·:'S,~~~E,·~~,..,}:::UA:~:OF (State full name of decedclIt) ,:llIlD!'DJ!!llUI'tR«CIlIBLateof',......,Washl.ngtQU,,.."'''''..,County.......••••••.••••••:e:~~:::~:~:~~~}.., """"""''''''''''''"""",,'"""",'""".,"""",.".", , , J ,DQNALD",PATTQN"",..",."..,.. of the estate of the above-named decedent being duly sworn,depose S and say S Executor DecedentdJed ,.., ,..,(~K)'.i;~'i ..".,19·i~~~),,{~eaVing a last will,copy of which is hereto attached.} :hthoem:aaal:let hcaO o n :ir:e:s:pro:n::ern::::::oO:U;Vl":::}A41..1.·.·4exa ,W..:d. S .:.~n.·.·.·.Wg..~~~c~;:::'~:~~~ng ,,',"'~,~'S~~'ng·..t.".Q"',·n',',',.,.",.."..,..,..,"","..,,,'.....Peunsylvanla ,.1530.1 .. mailed. That as such ~§.Q:Y.t.QJ.'deponent is familiar with the affairs of said estate and the property con- (I':x"culor~ 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:- THI S 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 ~ecedent'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 agr~ement they are designated as tax free,of the United States,or any state,or political subdivision thereo~or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,~nd any and all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated market value thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value 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 polictes carried by decedent;all annuity and endowment contrects 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·d~te.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 ~f such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair 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 transfe~ee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a cony of the deed,trust agreement or other instrument creating the trust.Ther,~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,eitl.er individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in·this e$tate 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 wh:1ch of the beneficiaries named in the decedent's will;.if any,died prior to decedent,the dates of thelr death,the:!.r issue,and the relationship of such issue to the beneficiary. That Schedule E Attached he~etoand 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 a~quisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedJmt. 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 Impaid at time of ~.. death;taxes accrued chargeable for period prior to decedent's death (except .those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for Obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this . .....2.f....:!.,day of ..;!~~19..l.1. .•.•.•...•.•.•........................~;;'. lElAND T.DAY,t~amY PU3LlC PITTSBURGH,AllEGHENY coum MY COMMISSION EXPIRES FEBRUARY I,1971 &i~I/1IIf-······-:···_··..%'gt!.8!f.~g~.~~~~~....~~....~.~:~~ur hi (Street Number) .P.it..t.(;l.P:urgAJ r.l?OOl?y+-Y@.t.§.J5..?3..Q.. (City or Town and State) NOTE:Before signing affidavlt 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 required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. .~.,.. RCC-34 (l-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTl0NS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUPPLEMENTAL SCHEDULE jjA" , -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 h~ld by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo!.'wealth of Pennsylvania should be (1 )(2)(3)/ described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;if a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH in this space)to be listed on Schedule "F"and must not be deducted from this schedule. See original filed 12/20/68 $0.00 , I I I I I I I I I I I I I h'I '..I "S h d I "A"in the XXXXX $0.00nserttIStotaOppOSItereaproperty, c e u e ..As Reported"column on the last page of this return. SCHEDULE "B" PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ,- RCC-35 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. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) Additional Assets i1.Repayment for veteran's widow,Washington County Pennsylvania,received from Balph E.Piatt FUneral Home.$75.00 2.April,1968,Social Security Benefit payment due the estate.111.90 3.Song Royalty from the estate of Virginia Knight Logan,Deceased 4.66 4.Renewal commission from the Manufacturers Life Insurance Company.1.25 5.Fractional share of future Song Royalties from Frederick Knight Logan estate.25.00 6.Wractional share of future Song Royalties from Virginia Knight Logan estata 50.00 7.Accumulation of Song Royalties received from the Frederick Knight Logan estate.7.57 8.Chambersburg Engineering Company Uncashed dividend payable 2/10/67 6.25 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X $281.63 RCC-36 GOmfON'I'EALTH OF PENNSYLVANIA. TIUNSFER INHERITANCE TAX ~~SIDENT DECEDENT SUPPLEMENTAL S·CHEDULE "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)_ (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)_ (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)_ (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)_ (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 tht'property transferred? (Answer yes or no)_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)_ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others ---,--_ (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)_ (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 cOllld revert to decedent under terms of transfer or by operation of law?(Answer yes or 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)_ 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 See original filed 12/20/68 MARKET VALUE (Es timated) $0.00 DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. $0.00 RCC':'38 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUPP~TAL SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRVCTIONS:This schedule 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 description,as indicated lmder 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-owners 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 Instrmnent,where Real Estate.I See original filed 12/20/68 $0.00 Insert this total olJPosite "Jointly Owned Property",Schedule "E"$0.00 in the "As Reported"column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest . ./' °RCC·3~•(12.63) COMM,GNWEALTil OF PENNSYYLANIA TRANSFER INHERITANCE TAX' RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES •, I ""' ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH See original filed 12/20/68 -'0 0- I - ; Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF :\IATTER OF THE APPRAISEMENT (Executor-Administrator must complete "As Reported"column #1.)• ,..;j '"d ::0...~~ll:>...ll:>::s Vl ..- Vl 0..,.,::s '"d~ll:>........-0 Vl "d '"d ~.......g ~ ~'< ,..;j ~~~ MVl....ll:>....~ o...oVlVl 63-68-661........Year . D<THE ~No, Will Administration ..:Mary..P•..:£>a.tton Deceased Late of .East Wastri,.pgtop l3.oro:ugb.. REPORT AND APPRAISAL Commonwealth of Pennsylvania County of .Wa,sh.:i,n,gto.n .. enc::~~;> ::0W&;~>< ?"?-?- n t:J >:::::: ~'*~'*~~ ;> Vl :l\)'00:1--'..'0'\..V .N:!2:(P:0 I--':~:-'ro ~ ."'" .~~~-;:::~'g~oro ....rtc:.. ~ ~~~~~~Alexander W.Acheson,Esq. 414 Washington Trust Building Washington,Pennsylvania 15301 .~ ".~ .~.\\t ~. .~.. .•~. .~ .~ ;> '"ort~ct~...~3S'r.c:.. .~,/. r' / SUMMARY PATTON,MARY D. FILE #63-6S-061 May 3,1968 TtEPOHT 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 ;:::::te each :::~:9the last collHml to the right ~/S~"ed ~ 05-03-68 -'I NHER~ApPRAI SER RCC-39 (~7) ':OMMONWEAL.TH OF PENNSYLVANIA TRANSF ER INH ERrT ANCE TAX RESIDENT DECEDENT I FILE #63-6S-661 REPo~r 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,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: RAISEMENT REGISTER OF WILLSSUPPLEMENTALAPP. VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$------281.62281.63 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 281.63 ======.----=====.-======:= Valuation of life estates or annuities . . . . . . . .$--~- ESTATE TAX ASSESSMENTS $------ CO~{PUTATION OF TAXFORUSEOFREGISTERONLY T ax on $________f5%%_ Tax on $.__10%~_ T a'x on ~2'1 $ T ax on $:-c.iE9 $-~--'---- Exemptions :=(,:,) Total Estate __ TOTAL TAX $_ Less tax previously paid $~~~======~~ BALANCE $-~----Less f5%of tax if paid within 3 months after death $~======~==:~ (,:,)As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. 3ALANCE OF INHERITANCE TAX DUE %--------------- Add interest at rate of 6%from to $_ AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ BALANCE DUE *_ Add interest at rate of 6%from to $~~__ TOTAL TAX BALANCE $_ PAID $ FOR USE OF REGISTER QNLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with short explanation. Will { Administration ~No.. . IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..J:.1Ml ..J:).~.PA'l'TON Deceased Late of . County of E•.WASHINGTON . WASHINGTON.'.-.,.."..'"..'..'.-."_.".-,~-~-.~-~. Commonwealth of Pennsylvania REPORT AND APPRAISAL .; 4 .,r· ·vFonn.RCC-2 DEifARTMENT OF REVENUE BUREAU OF COUNTY COLLECTION'S HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE ~!X APPRAISEMENT DATE ~ch !9..~!~.~s.. COUNTY ~!l.:~.~~..~. FILE NO §~.:§.?:?..§~.. Whereas..Mary.D Patt.on late of ~.~!!~~~.~.~~.~. in the County of w.~.~.~~~.~Commonwealth of Pennsylvania.having died on the 3.:r.d.day of ~y 19.§..~seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I W.~~.~G.ha.A~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. Description of Asset SUPPLEMENTAL APPRAISEMENT PERSONALTY : Unit Values $ Appraisement Made for InheritanceTaxPurposes PRepayment for veteran's widow,Washington County,Pa. Anril.1968.Social Security Benefit Payment due estate Son~RaYa1tv from the estate of Virginia Knight Logan Renewal commission from the Manufactures Life Insurance F .nn.Q 1 share of future Sontz Rovaalties from Frederick lniRht Lo~an Estate 75.00 111.90 4.66 Co.1.25 I I 25.00 Frantiona1 share of future Son~a Royalties fuom Virginia KnilZht LOJlan estate Aht.;nn of Sonl2:Rovalties received from the Frederick Kni~ht Lo~an estate ChambersburJl EnJlineerin~Co.Uncashed Devidend payable 2-10-67 7.57 6.2'5 281.63 Total 281 63 281 63 form:;v:~h bl:~::rh:.W('rlla~$i~I~~:~:;o~e~e:E'~~~ise?~a~2 ············..···..··..~······~~d··St~~~t;···········.. ~~~.....IF,;,;.';;;;;j'Penna. SUPPLEMENTAL APPRAISElvIENT ....WASHI.NGTQN.....................County ORIGINAL FILED February 18,1969 RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...................~J.p..!P..AITQN . Deceased. Late of E.WASHINGTON...............................-. Date of Death,~J..,~.9.§f3.. Appraiselnel!t Docket Vol.,.J..7.. Page,:u4~.4 No l>.J.:~~9~.Q.9.~. Filed in Register's Office,...~.'*...~........19.A? Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,;. :Vd "pO NOIQNIHS~/~}Wrote abo.ut Appra.lsp,men I ;,1.:1.....o 1l1rkj[)HJJ.SJDJH .......................................................·_··(;:.r.J.i··d·\~·i[~·····:l·::t·~·-S·S·"[TH··········· Appeal j,.am Appraisement,. ...................................................2..1..1}.![.J···..·..-6..····..-Hd·~··..B'g~.. Entered and charged,4..,."~"'j".."..'j 'f ..U~'~~'j{.J'''.M t N ~.j / ( 4'!". gent• DEDUCTIONS ALLOWED IN THE SUM OF . DATE APPR~.....•.• STATEMENT OF'DEBTS AND DEDUCTIONS ALLEGHENY }ss: _______.....:J:...l.!......:!D~O~N!:!;ALD~~.=P.=.'A==T~T~O~N~___=Ex:=e~c~u::..t:::.:o~r=__~~__--__HEREBy CERTIFY.THAT.TO THE BEOT OFI, ESTATE OF .Mar._Y.D.Patton L.ATE OF }lu.a~shi===·n~g.,:,l;t~on==..,.,_">.~~.,._.......".==----- COUNTY OF OFF'ICE OF THE REGISTER OF WILLS AND AGENT OF THE COMMONWEALTH OF __..rJW...,A""'S...H...I""-!N....G""T....ONiU.-_COUNTY Form RC C ·10---.. DATE OF FILING APPRAISEMENT~'/r /9?9'OATS OF DEATH Ma.,y~1968 -~ DATE NO.OF NAMIL OF PAYEE REMARKS AMOUNTVOUCHS;~ ~p.p.at.t.ached schedule $9.118 77 n~~~r~Y.t-o-(J~...~~~tJO l 7'1~J7;'qrJIQ I I I ,. COMMONWEALTH OF PENNSYLVANIA DAY 01' INHERITANCE TAX PURPOSES. MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENsm 01" ADMINISTRATION SUBMITTED TO THE EST"TE OF MARYD.PATTON DEC£ASED.AS DECUCTION51 FOR ---f-8L~~~'~~=-":""-,,,,,-"-._(L.S.) lElAND T.DAY,i:~m'l PUSLIC PITTSBURGH,ALLEGHEny COU'nY MY CO~M.lISSiON EXPIReS FEBRUARY 1,1971 ~' •.•.F ESTATE OF MARID.PATTON DECEASED Administrative ~enses J.Donald Patton Eeimbursement for probating Will and cost of 12 Short Certificates Joseph G:Dnore,Jr. Appraisal fee for household goods J.Donald Pafun Eeimbursement for travel expenses Register of Wills Of Washington County, Pennsylvania Cost of 7 Short Certificates Cost of Certified Copy of Will Observer Publishing ,Company Advertising Grant of Letters Testamentary Alexander W.Acheson Reimbursement for payment to Washington County Reports for advertising notice in re Estate Antique Jewelry Shop Appraisal fee for jewelry Alexander W.Acheson,Esq. Reimbursement for balance on Grant of Letters Testamentary Cost of filing Inventory Cost of filing account Alexander W.Acheson,Esq. Attorneyr s fee The Union National Bank of Pittsburgh Fee for services as Agent for Executor ~enses in re sale of securities ~enses Incurred Pending Sale of Real Estate $2].50 75.00 14.75 7.00 6.00 12.50 12.50 3.50 14.00 3.00 32.00 3,745.00 1,500.00 605.88 ., West Penn Power Company Electric service 7/3/68 -8/16/68 Less refund 12.11 ~5.21 The Bell Telephone Company of Pennsylvania Telephone service 7/4/68 -8/29/68 East Washington Borough Realty Transfer Tax 8.02 480.00 ·~...' ESTATE OF MARY D.PATTON DECEASED (continued) Emenses Incurred Pending Sale of Real Estate (continued) Columbia Gas of Pennsy1vanh,Incorporated Gas service 5/15/68 -8/14/68 32.29 Refund of overpayment 19.71 Tom F.Miller Payment of tree removal -8/6/68 Henry G.Hood and Sons Insurance Binder charge from 6/24/68 to 8/15/68 on $20,000 Homeo'WIlers Policy The Washington,East Washington Joint Authority Water service 6/1/68 -9/5/68 William Cooper Payment for hours worked for June and July,1968, and 1a'WIl mowing . The Citizens Water Company Water service 9/5/68 J.Donald Patton Reimbursement for cash paid Harold Comedy for trash removal 7/27/68 Preferred Debts Ruth Berdine Nursing services Mary F.Houser Nursing services Washington Manor Charges at nursing home from 4/24/68 to 5/4/68 Al1een M.Stewart Nursing services Mildred Throckmorton Nu.rsing services $12.58 25.00 7.00 6.08 51.00 2.88 18.50 125.00 200.00 199.57 175.00 18.75 Piatt FUneral Home FUneral expenses Less 2%discount 1,188.50 21.40 1,167.10 ESTATE OF MARY D.•PATTON DECEASED (continued) Preferred Debts (continued) Joseph R.Hockey,D.D. Honorarium. Kurtz Monument Company Payment in full for stone Other Debts William L.Cooper Mowing the lawn for April Ashmore's Flower Shop Payment for flowers The Washington Hospital Balance due on statement 5/8/68 The Bell Telephone Company of Pennsylvania Telephone service to 5/4/68 The Vashington -East ~ashington Joint Authority Vater service to 4/1/68 Columbia Gas of Pennsylvania Gas serv.ice to 4/15/68 Vest Penn Power Company Electric service to 5/17/68 The Bell Telephone Company of Pennsylvania Telephone service to 6/4/68 $75.00 100.00 15.75 10.60 45.50 6.22 10.74 3.09 6.22 1968 County,School and Borough Taxes Less: Prorata share paid by purchaser 447.67 167.88 279.79 The Citizens-Water Company of Washington,Pennsylvania Water service to 6/28/68 5.40 FormRCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 949015 OFFICIAL RECEIPT 63-68-661 No.Transfer Inheritance and Estate Tax File No ",.I:l••JeL Date July 19,'1~ OHice REGISTER OF WILLS.WASllINllTON Pa. t1ASHINGTON County,55:Received from J.Donald Patton (Executo~wA~~of the estate of "(fUa Iv Mr1'Obt who died 'MA¥3:i;1968 ,the sum of NltlE THOUSAtID fn:NB mnmuD~-vm £1 ~lln.ollars, being TRANSFER INHERITANCE TAX =d/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 $'"2%$ On At:eount 10,'100.00Total$Tax on $'15%$ Personal Prop~rty Exemptions *$ Date Valuation $Total Estate $ $Total Tax $ Total $Less Tax Previously Paid (if =y)$ Total Gross Assets $Balance $ Less Debts and Expenses of Less five per centum of tax if paid 525.00,Administration $within 3 months after date of death $, .Clear Value·of Estate $DCO)~Amount of Estate Tax Assessed under Valuation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of %119__$} fromEstateTaxAssessmentsto $Date 19__$9,975.00Total$19__$*As evidenced by Charitable Exemption Certificates issued by the Secretary of .NOTE:In accepting the transler inheritance tax on future estates prior to the death 01 Revenue under Act of May 28,1956,P.L.1757,effective June I,1957,as amendedthehietenantortenantloryE!ars,as evidE!ncE!d by this rE!cE!ipt,it is undE!rstood that thE!Com-by Aot No.381.~~d July n,!957,ond AOI~o,207,!96l,SeotIon302monwE!alth shall not bE!prE!cluded or prevE!nted Irom hE!realter assessing additional inheritancetaxatthedeathofthehietenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. lEA'~~~lJTffi 0[P)[LO @£lITE 3?wU4-2 ',."~""W'.-,_'"',""",;";~Aff;~,;?j!{'-J!..,t!J -NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed iii numerical Register 01 Wills sequence for audit purposes.,•MOORE BUSINESS FORMS,INC••ELMIRA,N.Y. FORM RCC-4-RI TJ!ANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 31 Page 114 I ine,2_._ Estate OL-.f---:-_I_;rA_ll_Y_,_D_._P._i_'1'TON__' _ ornCE OF REGISTER OF WILLS Date,----;:tiT.tlfi;·:'i:5='".,...r--.!'~9h1,,--_19-6I.LV~4 -;j SIGNED AND SEALED AS PROVIDED BY SEcnON 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 1201 (g).Act 01 April 9.1929.P.L.343.as amended.viz:-"To receive Irom Registers 01 Wills all duplicate ,reoceiptslortaxespaidtothembyexecutorsoradminis-trc:dors and to,charge the Registers receiving the moneywiththeamountreceiptedlor.The original 01 each suchreceiptshcrllbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shcrll be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis- trc:dor be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills," Fill in below name and address of person to whom tax receipt is delivered: To Am~,'A~WI N Dl'lOtmLiR 414 tfASfUmTO~i muST BUnD!ttG L 15301