HomeMy WebLinkAboutOC1968-0686 - ESTATE OF MCKENNA.>~...4"
IN THE ORPHANS'COURT OF WASHINGTON COuNTY,PENNSYLVANIA
't'..,.
IN RE:ESTATE OF~
JULIA B.McKENNA,
DECEASED
)
)
)
)
)
No.of 1968,o.c.
PETITION FOR DISTRIBUTION OF SMALL ESTATE
TO THE HONORABLE P.V.MARINO,PRESIDENT JUDGE OF SAID COURT:
The Petition of MargaFet C.Wagner respectfully rep~esents:
1.Your petitioner is the daughter of the late Julia B.
McKenna and resides at Cecil,Pennsylvania.
2.Julia B.McKenna,a Widow,made her home with your
petitioner.
3.Julia B.McKenna died testate on April 13,1968,at
the age of ninety-two years.
4.The decedent died testate,leaving her entire estate
to her daughter,Margaret C.Wagner,as her sole heir-at-law.
No letters have been granted on her estate.The decedent left no
estate except as hereinafter mentioned.
5.At the time of her death the decedent was possessed of:
a.One $100.00 United States Savings Bond,Series E,
No.C216103093E of is9ue date of May,1954;
b.A royalty interest in Quaker State Oil Refining
Corporation of the value of $100.00;
c.A check of Quaker State Oil Refining Corporation
in the amount of $5.42.
d.Certificate NM/O 296198 for 6 shares Madison Fund,Inc.
Common stock @ 30-5/8,$183.75.
e.Certificate CG 00037297 for 10 shares Madison Fund,Inc.
Common stock @ 30-5/8,$306.25.
-..
6.Your petitioner has paid all of the debts and
obligations of the estate of the said decedent.
WHEREFORE,your petitioner prays your Honorable Court for
an order and decree of distribution of the assets of the estate
as aforesaid to your petitioner.
-2-
.....;,..
·,.0,
#;,
AFFIDAVIT
~'..
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
ss:
Before me,the undersigned authority,personally
appeared MARGARET C.WAGNER,who,being duly sworn according
to law,deposes and says that th~averments of fact contained
in the foregoing Petition are true and correct to the best of
her knowledge,information and belief.
Sworn to and
subscribed before me
this 6-tJ day of.,
May,196$.)
~~~NOtkYu?l16,-
My Commission Expires:
Mrs.Mary P.Zeman,Notary Public
Canonsburg,Washington County,PI.
My Commission Expires
r2~;/f71
.I..'.,"..>-•"...~'"--.•-
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:ESTATE OF
JULIE B.McKENNA,
DECEASED
)
)
)
)
}
No.of 1965,O.C.
ORDER OF COURT
AND NOW,to_Wit,this I'~~ay of May,1965,the within
Petition haVing been presented in open court and upon petition of
Zeman and Zeman,Attorneys for Petitioner,it is Ordered and Decreed
that the following assets of the decedent,to wit:One United
States Savings Bond,Series,E,No.C216103093E of issue.date of
May,1954;royalty interest in Quaker State Oil Refining Corporation;
check of Quaker State Oil Refining Corporation;Certificate NM/O 29619S
for 6 shares Madison Fund,Inc.Common stock;and Certificate
CG 00037297 for 10 shares Madison Fund,Inc.Common Stock,be and
the same are hereby awarded to Margaret C.Wagner.
This decree is sufficient authority to any transfer agent
to pay and deliver the aforesaid assets to Margaret C.Wagner.
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:ESTATE OF
JULIA B.McKENNA,
DECEASED
No.686 of 1968,~.C~
to wit:
JiC--"'-"'-"--_1<;68,it is
'~../7 -day ofANDNOW,this
Ordered that the following assets of the tl
Five (5)shares of West Penn Power Company,Certificate ~o.
TNO 4907 in trust for Margaret C.Wagner,and five (5)shares
of West Penn Power Company,Certificate No.N012827,be and
the same are hereby awarded to Margaret C.Wagner.
This decree shall constitute sufficient authority to
any transfer agent to deliver the aforesaid assets to Margaret
C.Wagner.
":""V
:t
Pa.
RESIDENT DECEDENTS
File No.fi,3-6A...686
COMMONWEALTH OF PENNSYLVANIA
OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax
~sFormRCC-4-RI-3-66
No.949005
Date July 15,~,19 68
Office REGISTER OF WIUS.WASHINCTON
WASHINGTON County,ss:Received from Jarttes Lee '~"a.r;.ner,Pay:bu!:on,In"..Lie"t>.,
('l!'~....."!1··Y'lt~1~"{"I!"T·"~~~~,x,.'1.I"Y·::"lt"';,~1'~"'T r"i"\-'••'rn.....'..'",~~!l\.w.0,r~\.n.wnl:l'l.1st!Grtcl!t(;muumdian~of the estate of ,n~,I'.n.,..~r:iU·.'"",'"
who died April 131 19 68 th f fNIREE Ht,'lrrmED ElGIn'and?S/10fJ ,.,.--Doll__, e sum 0 ars,
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
Appraisements Made and Filed Computation of Tax
NOTE:This Triplicate Receipt to be retained by the Register 01 Wills and filed in numericalsequenceforauditpurposes.
NOTE:In accepting the transfer inheritance tax on future estales prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com-
monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelHetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever.
3.1..5.'(5
Exemptions *$=============
MOORE BUSINESS FORMS,INC••ELMIRA.R.Y.
Register of Wills
Tax on $5%$----_
Tax on $"10%$----_
Tax on $5,42g~16 6~t-;f $dax 325;/15
Tax on $15%$-----_
Total Estate $_
Total $308",15
*As evidertced by Charitable Exemption Certificates issued by the Secretary of
Revenue under Act of May 28,1956,p,L.1757,effective June 1,1957,as =ended
by Act No.381,approved July 11,1957,and Act No.207,1961,Section 30~,
SE·~9·'~71tt-it-,1.~;',;a.it~,e ~/~~~"b
Total Tax $
Less Tax Previously Paid (if any)$
Balance $
Less five per centum of tax ifpaid 16.29within3monthsafterdateofdeath$
Amount of Estate Tax Assessed under
the Act of May 7,1927.$
Add interest at the rate of ex;
from
to $
$------
$6,691.\39-
$,6 ..691~39
$1,262.;23'
$5,429*16,
3?-/,j?o>Y
Valuation
Valualion
$,------
$,------
Total
1JOOO [P)LLO @£lslE
.It"',He:!d $6 j 691.@~9
Dank Acct,.,$,------
Total
Dale
Dale
Real Estate
Personal Property
Total Gross Assets
Less Debts and Expenses of
Administration
Clear Value of Estate
Valuation of Life Estates or Annuities
Date 19__$,_
________19__~$=============
Estate Tax Assessments
Date 19__$,--------
________19_'_~$===========.=
Register of Wills
15321
L
Fill in below name and address of person to whom
tax receipt is delivered:
Date
SIGNED AND SEALED AS PROVIDED BY
SECTION 1201.ACT APRIL 9.1929.P.L.343
AS AMENDED BY ACT MAY 15.1945.P.L.528
RECEIPT
FORM RCC-4-RI
TRANSFER INHERITANCE and/or ESTATE TAX.
RESIDENT DECEDENTS.
\{ASHINGTON T'\a______~..J;..., •
omCE OF REGISTER OF WILLS
Estate ol!.-f_.::...J~U::::.L=IA:::._I:::..}.:..........:l~,tc.:...KE:..:.:....:....:mu_'__
1201 (g).Act of April 9.1929.P.L.343.as amended,viz:-"To receive from Registers of Wills all duplicate ,re-ceipts for taxes paid to them by executors or adminis-trators and to,charge the Registers receiving the money,with the amount receipted for.The original of each suchreceiptshallbesignedandsealedbytheRegisterof
Wills and transmitted to the executor or administrator.whereupon it shall be a proper voucber in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedby
the Register of Wills."
Docket:;)Page /Y (JI ine-----:/:.....-_
63....G8...GS(
RESIDENT DECEDENTS
File No.
COMMONWEALTH OF PENNSYLVANIA~9FormRCC-4-RI-3-66
029 OFFICIAL RECEIPT
No.949 Transfer Inheritance and Estate Tax
Date 'July.24,19~tfASfIINGTON.P
'L'Jlsu:ltI."rt·~O'lt':Office REGISTER .OF WILLS..'..a.
lift .n.rtVIf,n James Leo .\iagne:r 0'PayJ:.ng en Ind..tiab.
y ....•County,ss:Received from .'..'\!'XXXXL\XL't{Uxu..u:xx:..ttxxx JULIA n 11 .~rcgNNA,
(Executor,AdminiAstratoIIor ~uardian)of the epiqte of N.DO LA S ..d W't!10"",..pr.1 .~3.'U't$0 .L .R a.n .(~~.v - - -..-.-D IIwhodied19__,the sum of .0 ars,
being TRANSFER INHERITANCE TAX =d/or ESTATE TAX due the Commonwealth as follows:
v-ITi .i
Appraisements Made and Filed Computation of Tax
NOTE:This 'triplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes.
NOTE:In accepting the transfer inheritance tax on future estates prior to the death ofthelife.tenant or tenant for years,as evidenced by this receipt,it is understood that the Com-
monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever.
MOORE BUSINESS FORMS,INC..ELMIRA.R.Y.
Register of Wills
$0..71
~d>""'f4.·"'''1
Bal=ce $_
SEA~:J1·~viJ~~cL
Less five per centum of tax ifpaid
within 3 months after date of death $============
Tax on $5%$_
Tax on $10%$_--'-'-_
Tax on $Bal.due amx 6~%u$0.11
Tax on $15%$_
Total Estate $_
Exemptions *$==============
Total Tax $\).;>;71
Less Tax Previously Paid (if =y)$===========
Amount of Es~ate Tax Assessedunder
the Act of May 7,1927.$---'_
Total $_
*As evidenced by Charitable Exemption Certificates issued by the Secretary of
Revenue under Act of May 28,1956,P.1.1757,effective June 1,1957,as amended
by Act No.381,approved July II,1957,and Act No.207,1961,Section 302.
Add interest at the rate of %1
from _
to _
37...130..9
$-----
1.262.2..1
$$,4~9.16
$..
$(;,691 ..39
$6,.691~39
VciIuation
$,------
$)------
Total
iJTRjD [P)[LD @£lYrE
DatJt ..Held vt~i691..39
~al.dt .;~ect.$-------
$,-------
Total
Real Estate
Date
Personal Property
Total Gross Assets
Less Debts and Expenses of
Administration
Clear Value of Estate
Valuation of Life Estates or Annuities
Date 19__$,_
--'.:..----,---19__~$============
Estate Tax Assessments
Date 19__$,_---'-_---'-__-.,....
---.,-----19_·_~$============
FORM RCC-4-RI
TBANSFER INHERITANCE and/or ESTATE TAX.
RESIDENT DECEDENTS.
RECEIPT
Docket 37 Page ~3C Ijne,_~gr--_
Estate oLf_J_U_L_I_A~B_.-..:i;,,;,;;.~_··_.-..:IN'A_.;,,;,;;.'__
omCE OF REGISTER OF WILLS
-----7T.....,-".......,.,,="'"""~..__-----lPa.WASH!NGfitiN.
Date'__--3!J:...!:t!l::!!l:J.y---!!!24:3::4-t__19---6.L.
SIGNED AND SEALED AS PROVIDED BY
SECTION 1201.ACT APRIL 9.1929.P.L.343
AS AMENDED BY ACT MAY IS.1945,P.La 528
RUSSEtL MARINO
Register of Wills
1201 (g).Act of April 9.1929.P.L.343.as amended,viz:."To receive from Registers of Wills all duplicate ,reo
ceipts for taxes paid to them by executors or adminis-trators and to,charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator,whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis.trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills."
Fill in,below name and addr~ss of person to wbom
tax receipt is delivered:
I
To JAUY<;$U~~E't1ASNBR '
L !-5321