HomeMy WebLinkAboutOC1968-0754 - ESTATE OF GORDON,.,PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Estate of_..._._.§~9.~~~_..~_~.._~.9.~g~J._..._,..----.--
--_..-~-.-- --._--::,~~.'
Deceased
i
No._.__---?~__:_~_~_::~.?~....__... .__._A.A.
Fiduciary_._._Sh~_:r.m9.n_._:tl_~.__~:t.~g_~;I,_,.._-.__
Executor ...--------------.
NONE·
Date .of ;i.Date of
Decedent's death__:..__M.a~L25-,-._-19.-6-8:.--------.---------------__.Grant of Letters....__.May 2_8_,1.9.6_8_..__..----.-----
i
This is the.....~..~.~E~.~.;~~~.c?:,.!.~~.~~....----------------.__..account filed in this estate
If there have been fo/mer accounts filed in this estate,list file number or number and term,.._.......
....~:•.'l""'".•..,.('"'.."...--_--.._-----.----_-_--_----_..-_..--_-_--__ _..-_---_--_.
2et~Nm:XXKfKK I
Ql~~KX~~,~:K,~~~~X
Date Election Place of;
Fi led .__NQN~_.__. .Record ..._.._..
Name of surYi~ing spouse :~~._~?~~. . . . . ....__. . . .__._.. .__.._.... .
I
List issue,where material:
i '
NO ISSUE
Digi~ecedent marry after execution of will?(indicate):X'xx No.Any children born after execution of will?(indicate)
I'.~9~,lf answer yes,'name them._..._.. ..... ......__......_.'.__.__. .
I ~,
Leg,atees Relationship Interest Fiduciary,if deceased or not sui juris
Mrs.Delilah Summers gill Niece Legacy
)'
Joseph Gordon Nephew Legacy
Walter H.Hunt None Residue
Annie Hunt None Residue
List,if exceptions to above:
If partial intestacy,give facts:
Adeemed:Revoked:
NONE
NONE
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.E6.
If ...No exception'any exception give cause.:__.._. . .
Fi Ie copy of Notice '' ',
and date of mailing..•....~9P.Y....~.~...~.<?~.~S~...9.t.~~~.~~...~~~.~~~.._r..~!?;:~f:l:~y...~.~..L.~~.~~,r...~~~,~~E:~~......
hereto.
Is estate subject to the filing of a Federal Est(Jte Tax Return?N9.~,..,_,,,..::
•.'•-~-•"t •.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $...1.,..4.2.5.•.Q.0...p.ai.d..Aug......23.,...1968.
($1500.00 less 5%discount).
If the Will makes any portion of estate 'subjeCt to a life-estate,give name and birth date of life tenant .
....................................................................................~9.N~_ .
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
Balance for distribution per account,
Itemize any additional debits not shown by account:
Rentals received
$.l5.,.7..7.9.48 .
200-.00
$15,979.48
Total additional debits (Add)$ -__._.
Itemize any additional credits not shown by account:
Shermari·;H·:~'lsiegel':1"r~;ESq.-reimbursement for
balance for filing account 1.:00
Total additional credits (Subtract)
Balance for-distribution
$.
$15,978.48
...._-_-_--.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
International H.Tractor $300.00
Wagon 25.00
Rake 100.00
Baler 375.00
Elevator 25.00
Disc 25.DO
$850.00
Real estate situate in Donegal Township
Balance in cash
""--,
'"
14,000.00
,"-"..-.'..,----•._-"..-.-._--...-~.-._--..I
.-
If Family Exemption claimed by Petitionl give place of Record:~9.~~~.~~:!-.~~.~,.
fj flJ DOUS(t~T 1TJOi\',:uepTP ,
If Family Exemption is claimed at auditl give namel relationship and basis for Claim:.
None Claimed.
List any advancement or distribution on account that has been madel and nature and amount of same:
None
Suggested distribution of balance shownI both as to principal and incomel attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
.-O'~.01 T""TJ"T'~l:·"'·~r •........i;'"t:..~~.lidO ~./~.J.-,__
1.payment""'rc?t;:a.bdifbi 'costs and balance inheritance taxes,if any.
2.$500.00 to niece,Delilah Summersgill,under Item 2 A of Will.
3.$500.00 to nephew,Joseph Gordon,under Item 2 B of Will.
4.Balance including real estate and personal property items to Walter H.
Hunt and Annie Hunt,his wife,under Item 2 C of Will.Agreement
mentioned in Will is attached herewith.Legal description of real
estate is also attached herewith.
COUNTY OF WASH INGTONI SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly sIillDrn doth depose and say
that the facts set forth in the foregoing petition are true
to the best of .l1i.!?knowledge and belief.
..............SW.Q;I;'XL to and subscribed before
me !h;s 24th..dat(';;.;:F.ebJ::uary.19..:.69 ,
S;gna'u,e af Offker.1:.r.L~iliLt..~
Title of Officer...........•~....r;..:-.;:~~".,~A~..::=:;.~...!~~!~::I...:::'~~i~.....
~~JA<'rH:'"'j'..trcTOI':~O">j ."••
Office expires mj:03:'~~i:;;:-::.~:':;.:!.".~Jf!.~m:.::i .??~.~?\
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N 63-68-754 ..._._..._AA.o.._..____.__
Estate of.....__"",.qRO,,f \tE1)G.~§QRQ.QN .
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J uClary SH...........~RlMNRussiLL~;~R\H&_IE.GEL~......l.';?!'.~£1'.j;9r REGIS1£R Of WILLS .•..,_1.._ __.__.
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:pa rag raph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if-pertinent.
4.Proof of service of above.
,_5.Letters Testamentary or Administration
\~C.T.A.or an attest copy of Will.
6\Copy of inventory and appraisement.
7.\proof of advertisement of grant of letters
i\not filed with account.
8.Ce~tificate of liens in case any of the
funas--'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.
........§.~~.~~.~?~.?_§.~J;._I_..;J??Q.!.
Attorney
~2
.~,..
,.
SHERMAN H.SIEGEL
ATTORNEY AT LAW
WASHINGTON,PENNSYLVANIA
WASHINGTON TRUST BUILDING
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
)
)
)
)
IN RE:
ESTATE OF GROVER C..GORDON,Deceased
Mrs.Delilah Summersgill
438 Braden St.
To Haynesburg,Pennsylvania
NOTICE OF FILING ACCOUNT AND AUDIT
PLEASE TAKE NOTICE that the Account of Sherman H.Siegel,Executor
of the above captioned Estate,has been filed in the
Office of the Register of Wills of Washington County,Pa.,at the above
Number,and that the same will be called for audit before the OrphansI
Court at Washingt~niPa.,at the .session of said Co.urt?eginning Maroh 17,
1969 at 10:00 0 Q oak,A.M.,E.S.'!'.,at WhlCh tlme and place
you may appear and be heard,if you so desire.
Dated at Washington,Pa.•
February 21,1969.
SHERMAN H.SIEGEL,
Attorney for Accountant.
Audi~Notices mailed February 21,1969,to following:
M.?s.Delilah Surnrnersgill 438 Braden st.,Waynesburg,Pa.
~r.Joseph Gordon 8 Marcella Rd.,Hampton,Va.
----....._-
Audit Notices and copies of First and Final Account mailed Feb.21,
1968,to following:
Mr.Walter H.Hunt
Mrs.Annie Hunt
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R.D.#2,West Alexander,Penna.
R.D.#2,West Alexander,Penna.
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QtommonWtalt4 of 'tnn.aYIUania,}lili.llaa~ttt!lton mOUttty.
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
/.
on the 28th day of
Russell Marino
May A.D.19 68,before me,
,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
late of
GROVER
Donegal Township,
c.G 0 R DON
in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
SHERMAN H.S I E GEL ,
the Executor III said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
:'>JOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
S H ER MAN H.S I E GEL
committing unto him the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring him
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this t wen t y -e i g h t h
day of .May III the year of our -Lord one thousand
nine hundred and six t Y -e i g h t.
Register
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me·at any time hsretofore made.
and publish this my'Last Will and Testarr:ent,hel'eby revoking all Wills by
I give and bequeath the Sl.IDl of $500.00 unto my
.'
Ii
,....
'e
.'-!..
I give andbequeath the sum of ~:,~500.00 l.mtO my
'iI!!
I,
IrI.!Should my said sister,Metta I.r~rdon,predecease
Ii;
B.
I direct that !IT'JExecutor hereinafter named shall pay
ITEM 2:'All the rest,residue arrl remainder of my estate,of
ITEM 1:
LASTLY:I nominate,constitute and appoint Sherran H.Siegel,
c.All the rest,residue and remain:ler of my estate,
date relating to the care of my said sister~Metta I.Gordon,and me.
provided they ha'le fulfilled the terms of an Agreement entered into on this
I give,devise and bequeath unto Walter R.Hunt and Annie Hunt,his vriJe,
and remainder-of my estate as follow's:
I,GROVER C.GO?t.DON,of Donegal Township,Washington County,
niece,Delil~h Smnmersgill,of Waynesburg,Pennsylvania.
nepheTf,Joseph Gordon,of Norfolk,i;TestVirginia.
."
L.A.ST WILL AND'TESTJI..HENT
sister,!;jIetta 1.Gordon.
me,then and in 51ch event,I give,devise and bequeath all the rest,residue
all of mY just debts and funeral e::cpenses as soon as corrvenient after my
decease.
whatever !dnd and wherever situate,I give;devise and beqooath unto I!\Y
Pennsylvania,.being of sound mind,memory and un:1erstanding,do hereby malee
li
H Esq-uire'~as Executor of this nly Last Yiill am Testament and direct that he
i,.1,;shall not be required to furnish bond in any jurisdiction in which he may
·act.
unto this my l.ast',7il1 and
day of (}J')';~,1964.
!J
.'
]}J ':iITNESS WHER.EOF,I,GROVili C.('rJRDON,the Testator,have
.'..I""J'?
Testament,set my hand and seal this .."J ;.."
(~H'AT)U:~lJ.J
:;
If
.!
Signed,sealed,pUbllsa'ed arrl.decl;.;.rec1 by the above-named,G?OVE?,C.r£)F'.DON.
'as and for his le.st Wll1and Testanent.,:L"!.the presence of us,yrho have here...
unto subscribed our 1"2mes at his l"eqt(~t as witnesses thereto,in the
presence of the:said Testator and 9t/each other.'/'i'~..1;7'·
.....',At'!.{}T1li ~n i ~J.h;.:1 ~fJrpi'.:,J".'/....JV\,,~"""A ,·~·y<."E4 -"~WITNE....SS
'.().\.'
.'7".~<1:.'6=:V;J.J~_·.._~i1TNESS
.-/'.
.'..;~,,>I
FIRST AND FINAL ACCOUNT
of Sherman H.Siegel,Executor of the Estate of Grover C.Gordon,
deceased,late resident of Donegal Township,Washington County,
Pennsylvania.
THE ACCOUNTANT CHARGES HIMSELF AS FOLLOWS:.Inventory and Appraisement:
I
PERSONALTY
REALTY
$8,463.42
.10 ,00·0.00 $18,463.42
To gain on real estate to conform to
inheritance tax appraisal:
Inheritance Tax Appraisal
Inventory Appraisal
Additional Income:
Rents collected
Social Security Death Benefit
14,000.00
10,000.00
TOTAL DEBITS
TOTAL CREDITS
BALANCE
4,000.00
250.00
214.00
$22,927.42
.7,'147.94
$15,779.48
THE ACCOUNTANT CLAIMS CREDITS AS FOLLOWS:
1968
June 7 Washington Co.Reps.Advt.grant letters 12.50
12 Alva L.King Account due
13 Barbara M.Laird,Tax ColI.1968 Road tax
Claysville Cemetery Assn.Opening grave
Brownlee Funeral Home Burial expense
J.Paul PrOUdfit,M.D.Medical expense
43.75
38.59
75.00
1,231.20
53.76
Officiate at burial
W.A.Ptideatix,-Jr·.~··M.D.
Rev.John B.Hawes
n·...·'ll·60.00
10.00
20 Viehmann's Pharmacy Account.due 31.40
Kunkle Farm Equipment II II 15.80
25 Malcolm L.Morgan,Co.Treas.1968 County tax
Aug.1 Karl C.Randall,II,M.D.Medical expense
79.80
4.00
9 Washington Hospital Hospital balance 3.29
Aug.12 Sherman H.Siegel
'.
Reimbursement probate costs 21.50
21 Mellon Nat'l.Bank &Trust Co.Safe deposit rent 2.25
23 Barbara Laird,Tax ColI.1968 School tax 282.97
Sherman H.Siegel Costs advanced -Metta Gordon
Estate 36.50
23 Sherman H.Siegel Counsel fees -Metta Gordon
Estate 250.00
Sept.18 Russell Marino,Agent Inheritance tax -Metta
Gordon Estate 1,089.18
Wash.Credit Bureau Washington County Fire Ins.
Company account 211.45
Nov.5 Simon White's Sons Marker
15 McCartney Ins.Agency-Fire insurance premium
295.00
111.00
Russell Marino Filing-Inventory and Account 19.00
Margaret Bails Witness to Will &Notary 10.00
Claysville Recorder Advertise grant letters 10.00
Sherman H.Siegel Accountant's &counsel fees 1,725.00
Aug.23 Russell Marino,Agent
Total
alc Inh.Tax $1500.00
5,722.94
Less 5%discount --75.00 -1,425.00
TOTAL CREDITS $7,147.94
The Claysville Recorder
Claysville,Pennsylvania
PROOF OF PUBLICATION
In qompliance with the NewspaJper Advertisdng Act of May 16,1929,
P.L.1784,Paragraph 3,Sub-paragraph 25.
ty:f Was':ington,SS:
Personally ared befor ~)tary ~<1';:in and for said County
and Sitat~--~ft ---T~-----~be~~dul~orn
according to law,depa aid ays that he is the ~~-
of the Cla'Ylsville Recorder,and its agent in this behalf;that the abovenamedperrSonisthepubli"oher of The Claysville Recorder,established
June 15,1888,weekly new~paper of general circulation,printed and pub-
li.shed and having its plaice of business 8!t ClaY's~ille,Wal~:hingrton County,
PennJsy(lv,ama,where it hws been established and published continuously
for more than six months orior to the DUiblioa,tion of the notice hereto
attached;that the printed notice or advertisement hereto attached is a
copy of an official advertisement,official notice,lega1 noUce or legal adver-tisemen~exootly a-s pl'inted or publi'shed in The ClaysVille Recorder in its
--;.'issue or issue!S on the following da,te o;:Aat'es::--------------------
__1L_?~-,-(j__l_--l::-()-?-!z£k-that neither the aftUant
l'The Olaysville Recorder is intere ted in the subj atter of said
mce or advertisement and that al th.e.a.TIegatio ~Ofhis.affid 't asothetime,p1'ace and manner of p..tcation are ..-------~~----_.---------------
SWorn and ,"""''''bod ""0"'"';.i""f<'__--~.~of -----------------------~]):-~-----
Notary P<'.l1blic
t;-IOTARY PUBLIC
(:Ioysville,Washington County
My Comm,Explres Mar.30.1969
EXEC.·.U..·T6RiSN'"'""'..o;HeE;~;~.J.,.1';k:"-I'.....t,"';'('.'"'":.'7'1:.:;~~if".~+....~,*j1;'';';';:1\''·'-~''Estate of Grover 9·.Goraon~,d~;.~hf:::~~~~l[f:i~~
above estate haVing;b~ngrant-\
.~~r~~~h~~;:e[~i~~~~~~t~~
thereto to make immediate pay
l ment and to those having ,claims
or demands to present lli'ern for~-...~...."
r settlement..
,Sherman H.Siegel,Executor,
215 Washington'Trust Bldg,!
Washington,Pa.52-3t
"'-.-~-,---_.-.----,--._,~,.~"'_..-".,.,..~
Washington County Reports
}83~,~amxSmEEX.
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON t
STATE OF PENNSYLVANIA (SS.
Personally appeared before me,a Notary Public in and for ~aid 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,published weekly having its
place of business at Washington,Washington County,Pennsylvania,and is act-
ing as its agent in this behalf;that the said WASHINGTON COVNTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County,Pennsylvania,by order of the several
courts of said County,dated November 11,1920;that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement,exactly as printed
or published,which appeared in the said legal periodical in its regular issues on the
following dates:
..........~.~.~.~~..~~~.~?2.~}?~~.
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter of said notice or advertisi~#n4 that all of the allegations of
,,",ffid";,,,,,'~~"~::~~~
.------Editor
Sworn to and subscri ed before me this -,...
20th.June 8:::::::~L==:::{i::::::···:·:.~.96 .
~....,.Ii ry Public
KATH£RINE e.YARD,?lotary lie
Washington,Washington Co a-
My Commission Expil'88
November 1,1969
Estate Notices
The Register of Wills has granted letters,
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav~
ing claims or demands to present tihem'
for settlement to the Executors or Admin-
istrators or their Attorneys.
•• • • ••• • ••• • • • • • •
GORDON,GROVER C.,Dec'd
Late of Donegal T .'ton County,Penna~wnshlp,Washing-
Executor:Sherman H S·Washington Trust Bldg .wleg~l,215Penna..,ashlngton,
STATE OF PENNSY:LVANIA,
WASHINGTON COUNTY,
..........____.__~.
do of __P..~9_~W~h _.._._._..19..6..8 .
The within named Accountant being duly sworn according to law,de se S and say Sthat the above account
as stated is true and correct as _.b..~__verily believe.
Sworn and subscribed before me this J.Q.th.:.
.L2~!0!.'!.Y-Vl....M.~"".~..'_,<•••u.·.;;;.)_.__.._.
MARGA'l[:B.US,Notary Public
WASrl'I'NGTOf"l;\·!.·.qJoft~~"'Tr""co.,PA,
My Commission E.~pirc3 Fcbru:ry 27,1971
Washington Co~~ty:ss:I do certify that I have given legal notice to all persons
concerne~of the filing of the within account in the manner
prescribed by Statute an~Rule of~tut as evidence by proofs
thereof filed to No //1;-I-'1.L .
Witness my hand and official seal thiS~~.._ .
Y?1;~/~.6PdayoL~..(.-:/...'d.~••••••••••••••••••••••••••••-•••••-•••••••_.;••••19_...._....
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f wn j"~·,~LS +'rn t0:"1 ~0 .~'bD~!P::;!+'Q)~+J!Q)i=4~i .c=:r:~+'lJl!g~U)IF)l-li <ll.,....(:..q "d~ci l'4j ~.l:l .
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The Court is respelf
proper distributionffr
Counsel for Accountant
_4'.......
1\ffi~auit (@f 1£xrrutnr (@r 1\~mini!itratnr
~tatr nf Jrnnuylnania.t 1l!l:.
Cltnunty nf lJau~in!ltnn ~
Personally before me,the undersigned authority,a ~9..~.~!.¥.~~e.!.~.~in and for said
County and State,appeared SheIma.P..tl.II S.l~g.~.!who,being duly
sworn according'to law,deposes and says that he is the executor IDXMHMKiXtYM~of the estate of
........GRaY.ER c.G.Q.RP.Q.N ~;deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of.....GRO:v.ER C GORDON ,
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 determiped and stated by the undersigned to
be the fair value of said items as of the date of the decedent's de~ased upon a just app sement of each
:rem:~:i;;~;;~:..~~:..~:~hi,7sZ);i~.__:.._:..~.
•.........'-...<.,;....'-'••"-....0(,1•..~....I..~.......................)",Executor iWfX
MARGAR~T BP.[,Notary Public ADDITIONAL INSTRUCTIONS
1.wJ\"llnRV'ento."'iTIifst1De'filed within three months after appointment of personal representative.2~Y C~'1StrppleinenfaltinV:etito"r~9:n!ust 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
"1
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1Jnnentnry anb .Appraisement of the goods and chattels,rights and credits which
.GROVER c.GORDON Doneg.al Townshipwereof.late of ;..
Washington County,Pa.,taken and made in conformity with the abO'Ve affidavit.
DOLLARS CENTS
PERSONALTY:
Mellon National Bank and Trust Co.-balance checking acct.
(Claysville Office)
20 bales hay
International H Tractor
Wagon.
Rake
Baler
Elevator
Disc
Ankrom Nursing Home -refund
7537 74
20 00
300 00
25 00
100 00
375 00
25 00
25 00
55 '68
8463 42
REALTY:.
Tract in Donegal Township,Washington County,
Pennsylvania,containing 90 Acres,.
Improvements consist of tenant house,barn and
outbuildings.
For legal description see Deed Book 1095 page 573.
Excepting Pittsburgh co.al,etc.
Total
1000000
18463 42
I
No.1153
.~--A8-754I~+b l,i1iJ.)lppraisement
IN THE ESTATE OF
1969 APR is AM 9:37
.........................G.ROY.ER C..•....G.QRD.QN .
RUSSELL MARINOREGISTEROFWILLS
Filed N9..y..~.mQ.~.;r l2 ,19 Q..?..
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SHERMAN H.WEL,ESQUIRE
215 Washing n Trust Bldg.
Washington,Pennsylvania
lin tl1r (@rpQunB·aInurt nf lJuBl1ingtnn C!tnunty
In the matter of the Audit of Account in
./
Estate of GROVER C.GORDON,
deceased
TO THE AUDITING JUDGE:
No.63-6,8'--'-7;,....:5::...4.::...·,:JXXXXXXx\xX
Enter ffi_y appearance for·__-=.A::.;c=-c=o:..:U=:n=t:.::a~n~t,-_
21st day of.~M..........au.r....c......b~,19---6.,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-~8-75 4 ,xfb~XX~2i~2~
In re Audit of Account in Estate of
GROVER C.GORDON,deceased
AUDIT
Jrarripr fnf .Appraraurr
FOR
....,.
SHERMAN H.SI~EL,Executor______.____w -_.
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SHERMAN H.SIEGEL,ESQUIRE
Attorney
."$1.'-:/Y>2
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~n t4t Q!a1U1 of Q!ammon t~t1rns of IInsl1ingtnn Q!annly.
Jrnusylttnnin.QDrp~nns'Q!aun lIittisinn
/
ESTATE OF
Grover C.Gordon,
Deceased.
No.63 -68-754
In the matter ofthe First and Fjn8 J
Account of Sherman H.Siegel,
Executor
ADJUDICATION AND DECREE
And now April /I ,19-illL,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
the,reof the balance for distribution in ithe hands of the Accountant is determined to be
$lb1 978.48 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 part hereof,unless exceptions hereto be filed
sec.reg.or an,appeal be taken herefrom sec.leg.
SCHEDULE OF DISTRIBUTION
Walter H.Hunt and Annie Hunt,his wife,residue,as
tenants by entirety,including real estate as hereinbelow
described,and personal property including International
flH fI tractor;wagon;rake;baler;elevator;disc;held in
kind and distributed as such at the appraised value,14850.00
Balance per account _
Additional debit asked at audit
Additional credit asked at audit
Bolancet:..._
Deduct Clerk's Costs &Receipts _
AMorney Sherman H.Siegel
Russell Marino,Clerk O.C.,costs in certifying real
estate to Recorder,
John D.Woodward,Recorder,costs recording
certification of real estate,
Russell Marino,Agent,transfer inheritance tax,
Delilah Summersgill,niece,legacy,
Joseph Gordon,nephew,legacy,
Contribution to maintain assets of estate in kind,
200.00
1.00
33.00
5.00
500.00
500.00
996.12
$15,779.48
$15,979.48
$14,353.88
$13,853.88
$14,850.00
No balance
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REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF WASE lliGTON
COUNTY BY THE CLERK OF THE ORPHA'S'COUR l"1
Grover C.Gordon,devisor,to Walter H.Hunt and AnniE Hunt,hi~wife,as
tenants by entirety,devisees of all the right,title and in erest of tile devisor
in and to parcel of real estate described as follows:
ALL that certain tract of land situate in Donegal Township,Washington
County,Pennsylvania,bounded and described as follows:
.
BEGINNlliG at a point in the line of J.B.Gordop,at the lower side of,
the West Alexander-West Liberty Road;thence by line 0 G.A.St auss and
o ,~..
along said road,North 34 West 1112.60 rods to a point it said roac;thence by.I;,
.o·same North 51 3/4 West 8.70 rods to a point near the W"'st side 0 said road;
thence by line of said Strauss,leaving road,North 88 3/0 West 4E rods to a
stone corner to 1.C.Mounts Estate;thence by line of sc'd Mounts North 3 1/20
East 12.3 rods to a point at the edge of said road;thencE crossing said road
North 67 1/40 East 6.90 rods to a post;thence by line of said Mou ts Estate
North 363/40 East 107.70 ltods to a stone in line of B. B.Chaney;"hence by
line of said Chaney,South 57 1/40 East 43.70 rods to a sake at thE edge of the
West Alexander-West Middletown Road;thence by line of ~aid Chan~y and below
·00saldroad,North 48 East 23 rods to a stake;thence by ~arne,North 68 East
16.40 rods to a stake corner to other lands of John H.Hupp;thence by Hupp line
o
South 29 1/4 East 54.20 rods to a point in line of J.B.(ordon;U ence by Gordon
line South 74 1/40 West 12.80 rods to a stone;thence SOL th 18 3/4c West 50.3
rods;thence by same South 57 1/20 East 10 rods;thencE by same,South 18 3/40
West 100.20 rods to the place of beginning.
CONTAINING 100 Acres,more or less,as surv yed by R.J.McCleery,
March 20,1916.
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EXCEPTlliG AND RESERVING the Pittsburgh c al togeth r with mining
eed dated
THER
3.Parcel containing 1 Acre conveyed to Zonnie Kuthy et .by deed
1.Parcel contai,ning 0.2158 Acre to Otto Petri
Gordon.and"Lottie A.Gordon predeceased Grover C.Go don there y vesting the
BElliG the same as conveyed to Grover C.Gor
of way affecting the said premises as appears by docume
rights,waivers and privileges as heretofore conveyed in Deed Boo 329 page 582
and SUBJECT TO exceptions,reservations,restrictions and ease ents and rights
.'October 28,1958 and recorded in Deed Book 1027 page 3
2.Parcel containing 2.546 Acres conveyed to J hn A.Da is by deed
dated February 25,1966 and recorded in Deed Book 1246 page 117
.EXCEPTlliG AND RESERVING THEREFROM A.,.
"
following parcels of land which have been'heretofore corr
dated December B8,1966 and recorded in Deed Book 124 page 116 .
.e\itire title to said premises in him as surviving joint ten
,.
4.Parcel containing 2.10 Acres conveyed to Ai a A.Jor an et ux.
by deed dated August 3,1967 and recorded in Deed Book +--_
5.Parcel containing 1/2 Acre conveyed to Zonn e Kuthy t ux.by
deed dated November 10,1967 and recorded in Deed Boo 1269 pag 910.
6.Parcel of 1.121 Acres conveyed to Walter H.Hunt and Annie Hunt,
his wife,by deed dated August 4,1967 and recorded in D ed Book 266 page 608.
CERTIFIED TO RECrn DER:APRIL 3,1969/
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AGREEMENT
ENTERED INTO THIS
by and between METTA I.'GORDON,
dayof ~
unman-ied,arrl GROVER C.
1964.
GORDON,unmarried,
both of Donegal Township,Washington County,Pennsylvania (hereinafter called
"Gordons")
AND
WALTER H.HUNT and ANNIE HUNT,his wife,of Donegal Township,Washington
'County,Pennsylvania (hereinafter called "Huntsll).
WHEREAS,the Gordons are OV'mers of a tract of Jand in Donegal
Township,Washington County,Pennsylvania,and have been engaged for many
years in operating the same as a dairy farm;and
WHEREAS,Walter H.Hunt has been employed for several years in the
operation of said farm on behalf of the Gardons;and
WHEREAS,the Gordons are advanced in years and feeble in body and
will require the care and attention and services of competent persons to
care for them and to operate arrl maintain said dairy farm during the declining
years of their lives and look after their physical wants and comforts;and
WHEREAS,the Hunts have agreed,upon the request and solicitation
of the Gordons,to render the Gordons such services in the way of care and
attention as they shall need during the remainder of their lives and the
survivor of them,and to operate and maintain said farm.
NOiiV THEREFORE,in consideration of the premises and with the
intention of being legally bound by all the terms and conditions hereof,it
is agreed by and between the said parties as follows:'
1.The Hunts covenant and agree to perform all work necessary for
the operation and maintenance of said dairy farm and the Gordons shall pay
to Walter H.Hunt the sum of ~i200.00 per month therefor.
2.Should the Gordons find it necessary w discontinue the
operation of the dairy and to dispose of their livestock,farm equipment and
machinery,then the employment of Walter H.Hunt shall terminate and the
Gordons shall no longer be obligated to pay any salary or wages to the Hunts;
however,this shall not in any way release the Hunts from their obligations
hereinafter undertaken with regard to the care of the Gordons.
.'
3.The Hunts further agree that they 'will care for the Gordons and
look after all their wants and prwsical comforts during the remaining years
of the lives of said Gordons;that they will treat the Gardons with kindness
and respect and care for them should they be taken ill.Should Metta I.
Gordon or Grover C.Gordon at any time request the Hunts to move into the
mansion house to provide for the better care and maintenance of the Gordons,
the said Hunts covenant and agree that they will make said move,in which
event the tenant house now occupied by the Hunts shall be rented and the
rental therefrom used for the maintenance and support of the C~rdons.
4.It is the wish of the Gordons and within the contemplation of all
parties to this agreement that the Gordons shall not be required by,reason of
illness or otherwise,to remove from their·present dwelling house,and the
Hunts hereby covenant and agree that they will maintain the Gordons in said
dwelling house so long as it is possible to do so.
5.In consideration of the services to be rendered and of the
covenants undertaken by the said Hunts,the said Metta 1.Gordon and Grover C.
Gordon do hereby execute a Will devising and bequeathing all their possessions
(except such as are specifically beq'j1eathed therein)unto the said Hunts
provided that the said Hunts have performed in accordance with their under-
takings.Copies of said Wills are attached hereto and made a part of this
Agreement.
6.The said Metta I.Gordon and Grover \C.Gordon do further covenant
and agree that neither of them will revoke or change said Wills so long as the
Hunts shall truly perform their obligations hereinabove set forth.
7.Should Walter H.Hunt die or become physically incapacitated
during the lifetime of the Gordons,then and in such event,the Gordons may
at their option,terminate this Agreement,and in consideration of all services
rendered to said Gordons to the date of said termination,the said Metta I.
Gordon and/or Grover C.Gordon shall execute,aclmowledge and deliver unto
Walter H.Hunt and/or Annie Hunt a general warranty deed granting and conveying
the small dwelling house now occupied by the Hunts together vnth the parcel of
ground upon which said house is situate.Upon delivery of the deed for said
small house and lot,the said Walter H.Hunt am/or Annie Hunt shall execute
'-
a release to the said Gordons for all services and claims of any nature to
the date of said release.
8.Should the Gordons find it necessary to dispose of the farm and
convert the same into cash,then and in such event,the income from the
proceeds of said sale and as much of the principal thereof as may be necessary
shall be used for the maintenance and support of the said :Metta 1.Gordon am
Grover C.Gordon and at the death of the survivor,the remairrler of said procee s
shall pass under the Will of the surviving Gordon to the Hunts,subject
however,to payment of burial expenses,erection of a marker over their graves,
and payment of administration costs and inmritance taxes.
IN WITNESS WHERIDF,the parties have hereunto set their hands and
seals the day and year first above written.
\f\r..'
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ANN HUNT I
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LAST wm AND TESTAMENTT.~n 1 JP.i .f.1
II ~AI.,?~~,ot Domga+To:rnsl'dp,Washington county,
Pennsylvania"being of aoundmind"1ll00l017 ani umarstand1ng,do hereby make
.~I).• -.)•
".~;;f
and pUblish tbitt 'rrJiI Ie,at'Wi:il a.nd T~stament"hereby revoking all WUls by me
at;any time hGretofore made."•."",..t-,"
ITlm 1."I direct that 1111 ~cut()r hereinafter named shall pay aU
,"
or.niy jl1~.'debts.a?d funeral expenses as soon as'convenient after my decease..,
1
~EU 2:,AU the rest,residue and reJnainder of 1$'estate.of what.
ever kind ,and 19he1"GVor situate,I give,devise and bequeath unto nw brother,
Grover C.C:m'<:!on.Shol1ldtnjr :Sli~brother,GrtWe1"<:l.Gordon,predecease me,
then and ~sueb event,l:g:tve~devise and bequeath all the resto,residue
and rem~1n:1er of my estate as fol1owlu
A..I give and bequeath the sum of $500.00 to tl11 niece,
t,t
Delilah Stl!ltn1er$gill,of Waynesburg,'Pe~llvania.
B~I give and bequeath the sum of 1500.00 to my nephew,
,Joseph Gordon,of Norofolk,West Vir'gtnia.
!0,.All the rest,residua and rema.1p3erof ntY esta~unto,
,<
Walter a.Hunt and:Annie Hunt,his wU'e,provided tbE.\Y have tu1f'ill~'the .
terms or an Agreement entered into on this date relating to the oare of J!f1
said brother,Grover C.Gordon,and me.
LASTLYt I nolllinate,coxmt1tute and apPoint She1"'nan H.Siegel,.
Esquire,as Executor of this tr1.1 Last Will and Testament and direct that he
shall not be require<,!to ftn-n1sh bom in any jU1"1sdiction in which 'he may
act.
this ·tnV·lAst Will and Testament..sat m:r bald and,aealthis ,da.y of~~.sr-'0'._____,1964.
II ..
""".__J".....',-...-.11_'_f"_.·_'_~_"_!l_'__'_bii ,...(SFAL)
Signed"sealed,published and declared by the above-named,METrA I.GORDON,
as ant tor het"lAst WUl and Testalnent,in the presence of ttIl,Who have here-
unto fro,pseribed our names at her request an witnesses thereto,in the presenc~
of the said Testatr1x and of each other.
_........WITNFSS
~T-,t\:trt I •D.J .-...I .*
__.,..'_,_.•._..._.WITNFSS
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"",I,,~p~,p.~P}!,of'nOMg41 Township,washington Countyt
'~,••.''"<'.'"~;''l i"'.:.;t ..~
?<JnllS71vania,beingofsoU!1d mind,memc.n':'1and \.l:tI!erstarXIin~b do hereby make
·.a:it~·'~blish this ~'ia.s~'w111aM'1~~ntlh~r$by revoking all "lUsby
.',
me at Attltime beretofo~G ~d~.....'~tilt"'I·dl:r~~t.that tn1 'Exec,ut~t hGN1nafternamedsltall,})aY
.....','"'
ali.ortttrjvst d~bt$and funeral ~nses ,4S 'soon a.s convenient after 11!1',
what~,ldnd am wherever aitua:ba,I giva,da'1,isa and baq~ath unto my
sister,Hetta It Oord01'l.Should my said s1ster.ltetta I.¢-ordon,predeceas~
'Jlle.than and inatch event,I give,davise and beq1,1laath all the rest,residua
a.n1ren~d,nqarof TI.f)!estate as followtH
,!~I givG and bequeath the sum of .~O.OO unto''JtU
nieee,f)(ll11AhS\1il1tl1ersgUl,of l1a.yneabU't"g,PeuoeyJ.va.n1e..
B.!give "nil beq;ueath the sum Qt $500.00untom;r
nepha'rr,Joseph GQ~on;i of NO't'folk,\Vest Vi:t'g1nia.,,11 'J,~<5
O.All the reat.,.reaidue and romaitder of,11t¥eaiat",
I give,devweand bequeath 'I.l!'ito Wa1~n.,Hunt artdAnni.e Hunt,his 'WU'o;
provid«l thoy ha~fulfill.ed the tel"llls <»t 'an A#eenaent entel'ed into on this
d~t,e :relating tothaeal"f)or ~miid sister',U~tta-If aorQl)n~and Illih
tASTLY~1 nominate,e<mst1tu.ta-and appo1nt She-rmn H..S1&ge'1,
Esquire,!l.$E~Utor or this JU1 Last Wi1l.llnd Tefftantent and d1rE~(rt that he
sballl10t be required to tu:rn1sh bond !nany ju:risdiotion ill whiOO he may
IN WITNESS WHEREOF _I,OROvm e.GORnOl~,the Testator,have
unto tltlS,trrf !Ast \VUlalld Testament,setttl'1'hand and seal th:i.s_.._;._*,__,.
de..y of',"'.'1964.'...~'lIJ).~..,
."._--...............--------JSFiAL)"""",q.Ie"i 7 ....
Signed,eeliled,publiahed am.de¢1ared bi the above-na;moo,aROVER C"OOrmO.',
M and for his lA~t WUl and Testament,intbe preaenoaof us,who have here-
unto slmseribed our names at his request as witnesses thereto,:1nthe
'Oresanos oJ;the said Tea'tator andQt eaQb oth~r..-4<• . -
____.........._---------WI'INESS"',)4 ,t,_t "J LI .'.-s·'.
J • •.t',
,-----------ViITNESS'•.•:,1 •.I !~Iff"1 .;,.1 '.4 .'".liT .K i 1
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METTA I.GORDON,unmarried,
et aLi
AND
WALTER.H.HUNT et ux.
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AGRE~JENT1:0 .-y-,
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!'SHERMAN H,SIEGEL
,.\t
ATTORNEYAT LAW'
W'ASHINGTON,PENNSYLVANIA
WASHINGTON TRUST BUILDING
I.~,
SUPPLEMENTAL AGREEMENT
ErrI;ered into thiB ~day of August,1967,effective as of ~:k>
19",7,between GROVER C.GORDON,unmarried,(hereim.fter called "Gordon"),
AND
WALTER H.HUNT and ANNIE HUNT,his wife,(hereinafter called "Hunts").
WHEREAS,the parties hereto (together with Metta L Gordon)
entered into a certain agreement dated r 18)/'/6,(j ~
WHEREAS,the said Metta L Gordon,one of the parties to said
agreement,died November 29,1965;and
WHEREAS,the said Grover C.Gordon by reason of a broken hip
has been confined for several months to the Ankrom Nursing Home;am
WHEREAS,the said Walter H.Hunt by reason of illness is unable
to continue the operation of the dairy and the dairy stock and equipment in
connection with said dairy have been sold.
NOW THEREFORE,in consideration of the premises and for the
considerations mentioned in the prior agreement above referred to,the parties
do hereby agree by and between themselves with the intention of being legally
bound hereby as follows:
1.Gordon does hereby agree to sell and convey to Hunts the
mansion house located on said farm together with a parcel of land containing
1.121 Acres for the sum of Six thousand and nO/IOO ($6,000.00)dollars and
agrees to execute and deliver a deed for same promptly upon payment of said
pur chase money.
2.As part of the consideration for the conveyance of said
mansion house,Walter H.Hunt covenants and agrees to operate the farm,sow
and harvest crops and cut hay growing thereon and to maintain said farm in
good condition all for the benefit of Gordon;provided,however,that Hunt
shall be permitted to maintain two (2)cows on sa.id premises and to use hay
produced from said premises for feeding said cows without any charge whatsoev r.
Hunts further agree that effective as of ~~/If6 J no salary or
Wi
compensation of any kind shall be payable to either of them in connection
with the operation of said farm and the care of Gordon.
3.Hunts covenant and agree to deposit to the account of Gordon
all monies received from the sale of grain,hay or other produce from said
farm t0gether with the rental from the tenant h.ouse located on said farm
and any other rentals received from said farm.
4.Hunts agree that as soon as the condition of Gordon permits,
they will remove GOrdon to the mansion house where they reside and provide
him with care and maintenance during his lifetime.So long as Gordon remains
in a nursing home,the expense of same and other medical care and costs of
h.is maintenance shall be provided from the checking account beforementioned
which.is in the Mellon National Pank,Claysville Office.
All other terms and conditions of the prior agreement except as
herein modified shall continue in full force and effect.
IN 'WITNESS WHEREOF,the parties bereto bave hereunto set their
hands arrl seals the day and year first above written.
d!~.!e~~(SEAL
~II~~(SEA)
__________Yn,/lA thrn-<'P Jek;/JSFA )
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.....
mOVERe.GORDON
"~.-
and
WALTER H.HUNT et ux.
SUPPLEMENTAL AGREEMENT
SHERMAN H.SIEGEL
ATTORNEY AT LA\X7
\X7ASHINGTON,PENNSYLVANIA
WASHINGTON TRUST BUILDING
I
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
(ORPHANS'COURT DIVISION)
IN RE:)··ESTATE OF )
·NO.63-68-754·GROVER C.GORDON,)··Deceased )
PAY TRANSCRIPT
The undersigned hereby acknowledge to have
received of Sherman H.Siegel,Executor of the Estate of Grover
C.Gordon,deceased,payment in full,in accordance with Schedule
of Distribution of the Court dated April 11,1969,as follows:
Russell Marino,Clerk,costs and
costs in certifying real estate $
John D.Woodward,Recorder,
costs recording certification
of real estate
38.00 See receipt attached.
Russell Marino,Clerk
7.50 See re.ce.i,pt attached.
John D.Woodward,Recor~er
Russell Marino,Agent,transfer
inheritance tax
Delilah Summersgill,niece,
legacy
Joseph Gordon,nephew,legacy
Walter H.Hunt and Annie Hunt,
his wife,residue
1079.10 See receipt attached.
Russell Marino,Agent
500.00 See receipt attached.
Delilah Summersgill
500.00 See receipt attached.
Joseph Gordon
~1j/£l~h~~~~,
14850.00 Walter H.Hunt
I =~~~~~~~~WJi70~rN;~;;~
.~.;,.'.,.....x.......;.....OEPART~.EN'I'OF REVENUE~o,'iAg 3342 2:0FFlfI~L 'E~EI~T PENNSYLVANIA INHERITANCE AND ES1ATE1AX
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:From:ATTY.SHERMAN H.SIEGEL
RECEIVED _--=o:.=.~"'E=-·--=T-=-:H:.;:.O-.:.U..:.=S=A.:.:N.::.D--=.SE.:.:V..:....E..:....jN::.:..TT=-Y=--.....:N..:....I.:.:N~TE::c-j _------::a:.;:.n.:.::d__-=1:....:.0L/-=:1..:....0_0__-------_-_-_-_-_dollars
Excr.
2%Tax on $$
6%Tax on $$
15%Tax on $16,693.98 $2,504.10
%Tax on $.$
Estate Tax,Act of
May 7,1927 $
TOTAL TAX CREDIT $2,504.10
Less five percentum of tax if Prevo Pd.1,425.00
paid within three months after 1,079.10
date of death $
Plus interest at the rate of
__%from
to $
TOTAL AMOUNT PAID $1,079.10SEAL
37-120-3NOTE:To be delivered to taxpayer
Received by ~%~~C:~)
NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the life M ..'(.Signature).~tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall ,~.~..
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the '~~
life tenant or tenant for years whenever it appears that such additional tax may be legally due and-'.;-.......,,7::::...:-=--==-=-..=:;;(T:-H=:i'f-~)=---L--=---=-=----:::=.---Il.
collectible for any reason whatsoever.
WASHINGTON PENNSYLVANIA 15301
Name of Decedent __G_O_'_TE_R__C_._G_O_I_W_O_N ---1
Date of Payment __A--a...-L.._1_9_6_9 --1
Remarks:
Address 215 \vASHINGTON TI'UST BUILDING
FiIe No.-:6-:3..:....--:6-:8_--:7-:5_4__Date of Death__5_-_2_5_-_6_8---i
County \.Il_A_S:-H_I.:....N_TG_T_O_N_T ---i
_____________L.O ~_.._..--.1
·",,•
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
(ORPHANS'COURT DIVISION)
IN RE:
ESTATE OF
NO.63-68-754
GROVER C.GORDON,
:Deceased
RECEIPT AND RELEASE
I hereby acknowledge to have received of
Sherman H.Siegel,Executor of the Estate of Grover C.Gordon,
deceased,payment in full of the $500.00 legacy bequeathed to
me under the Will of Grover C.Gordon,deceased,and I hereby
release and discharge said Executor of any further claim or
demand upon said Estate.
IN WITNESS WHEREOF,I have hereunto set my,
hand and seal this .~day of ~,1969.
•
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
\
(ORPHANS'COURT DIVISION)'-,
IN RE:
ESTATE OF
NO.63-68-754
GROVER C.GORDON,
Deceased
RECEIPT AND RELEASE
I herebyacknowl'edge to have received of
Sherman H.Siegel,Executor of the Estate of Grover C.
Gordon,deceased,payment in full of the $500.00 legacy
bequeathed to me in ITEM 2 B of the Will of Grover C.
Gordon,deceased,and I hereby release and discharge said
Executor of any further claim or demand upon said Estate.
WHEREOF,I have hereunto set my
hand and seal
IN WITNESS
this Z
/,/
day of ,1969.--<--;~::.-==-
~~Joseph Gordon
~i '.
..
,...
'.
,...
\
.....
l'
~.~.
,..
IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY,PENNA.
'(ORPHANS .'COURT Drv.>-
NO.63-68-754
IN RE:
ESTATE OF
GROVER C.GORDON,
Deceased
.-..--rl-,en~t..O ___
.c...?'J-"t:;~~~TRA~RfP'I'::r:-l.J";...c:......~--u',{f)f ~I:::~-;rT'1 -C J fit .._....;.;.->.-t
:::~c)...-0~-1""1 ...1_::::r~='E ;:-'r'Jr:z:
-0'0 v->}:>(f)-..f
SHERMAN H.SIEGEL
ATTORNEY AT LA"W
"WASHINGTON,PENNSYLVANIA
--
WASHINGTON TRUST BUILDING
\.(
..
3364 W..~i",t'"'Po.,0r:r~.194-
OFFICE OF
CLERK OF ORPHANS'COURT DIVISION
Per_~~-L.~~_
State,etc._.•$=========
Total __••••$,----'t....z~f--.;;{).-o---
County •••••$,-+-;I-,~"'::---~_
"'-_""""""...,.:..c::;.;o.=."'""""'"~-"--'=r---=-=--=--F-""':""::-':'__-L-Dollars
PRESENT RECEIPT WHEN LIFTING INSTRUMENT
N!!15499 .Washington,P;;~-:3.~~;;.~;.._".._
RECEIVED OF ~~.~.e ..
:::;;:;;~~~:;;_p~:._~~~~;;:::b,_rooo
Fees $..~............09 J2,_"/)
State Tax $~.~.~Y.1J...1!:1.~L!9 ~kL...
1.00
Certificate and Seal $....................TO
Registration Fee $.
Satisfaction $ .
TOtal I-jJP
State Real y Tax $::::::.
JOHN D.WOODWARD
Recorder of Deeds
..I
Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
.COUNTY OF .,WASll.lNGr.'ON...
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;~eturn is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
__th~_Jnl1eritlince_lin!i .EstateTax A.ct of 19§L)
......................................................Sherman H.Sieg.e.l .
of the estate of the above-named decedent being duly sworn,depose S and say S
........Eseeutor
Decedent'died May 28..
(Month)
N~me and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
(n..y)........,19..(~2~·i·....'{~~X:x~XVing a last will,copy of which is hereto attached.}
..........SHE.RMANH.SJ.E.GE.L/.....J~,;SQ(JJ~
215 Washington Trust Bldg....."WashingE6n,PeririsylvariiaT530T ..
That as such ;e.:.~.§.QJJ.t.Q.r deponent is familiar with the affairs of said estate and the property con-
(Executor-Administrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK'OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
JMU;e~lll!Jo~nLNt'@a.:!;tJ,i~o~n~a~l~B~a;Un1JkL~&~T];rJ,;!ul§sdt~C~OL-_+-G~o];r:QdJ;;o~n~lM!Me~t~t~J"":-.QI:"-~--J....s.;1...a.t.e.LJ..Q~~lSed)
la sville O£fice Grover C
CIa sville Penns lvania
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 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,down to the last
interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death
in all other cases;all bonds,postal saVings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the United States,or any state,or political subdivisIon thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-.,
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated
market value thereof;all bonds and mortga~es held by decedent and of all claims due and owing decedent
at the time of death,and all promissory 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 polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
~<.
.'"
In the case of securities of close or family corporations,the values reported.are as far as
possible substantiated by financial statements of the corporations,showing the assets.and liabilities·'
.thereof as of the'date of death.The schedule also sets forth the interest of·decedent at the time "of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co";partnersh'ip 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 dece4ent'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 COllY
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 pa£ses at decedent's death by:
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another,
With a copy of the instrument creating such power attached to the schedule.
That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the .ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary.
Tha.t Scf>edule E attached hereto and made a part hereof sets forth all proper.ty,.re.ll,l 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 vesti ture 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 \mpaid 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 stateme~tof coilateral 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.
(Executor-ml'M~Kif)
.......?~..?.~~.~.~~.~.9.!.9..~~.~~.~.~~.!.4.g.!.__.
(Street Number)
Washington,Pennsylvania 15301............................;"..
(City or Town and State)
"I '('dt ,"~~.,.''}I'I co.PA.
.....day of N.ov.embe.r 19 6..8 ....~&k ..
MARGP,'."BA~lS,Nct<:r]Public
r1Y Cc~m!o:':"E:'?iras Februar;27,1971
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,
s~~uritie~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.
Subscribed and sworn to before me this l.8.th .
That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
RC C-3~,(1-64)•
COMMONWEALTH OF PENNSYLVANIA
DE'pARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
,.
SCHEDULE "A"
-REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property bid 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!Jwealth 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 whi ch the decedent took title;if a farm state number of a.
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,acciued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
Tract in Donegal Township,Washington
County,Pennsylvania,containing 90 Acre~.
Improvements consist of tenant house,
barn and outbuildings.
For legal description see Deed Book
(1)(2)(3\/
DEPARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTION
DECEDENT'S MARKET VALUE (Do not write
DEATH In this spoce)
1095 page 573.,.~
Excepting Pittsburgh coal,etc.
,/
Insert this total opposite "real property",Schedule "A"in the
"As Reported"column on the last page of this return.
x XXX Xc::7J -lS,OOO.OO
;:;1P )'f;~,p-,p
-
RCC-35
,-COMMONWEALTH OF PENNSYLVANIA
~RANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta;gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKEl'VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
Mellon National Bank and Trust Co.
(Claysville Office)Balance checking ac t.
20 bales hay
International H Tractor
Wagon
Rake
Baler
Elevator
Disc
Ankrom Nursing Home -refund
/
7,531.74 ~~~
55.6
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X 8,463.42
Hec -3,6.r..,
CO\!\!(f,T?\LTIl OF PF:\'N~YLV ..l.NIJ
TH..\:\'~FFj~nEElUTANCE TAX
l1ESrDENT DECEDENT
SCHEDULE "e"
TI\c\X SFEllS
(1)Did.d.ecedent,within two years of d.eath,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)_N........o'--__
(2)Did d.ecedent,within two years of d.eath,transfer property from himself to himself and another or
others (includ.ing 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 deced.ent at time of transfer _
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of deced.ent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)No
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end.before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)N_o _
(b)The right to d.esignate 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~o~_
(8)Did d.ecedent,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 conld revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)No
(9)If the answer to (8)above is in the ~ffirmative,was the power to a1 tel',amend,or revoke the inter-
est of the beneficiary reserved in the deced.ent alone or the decedent and others?
(Answer yes or no)_
N01E 1:The answers to these questions should be supporterl 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 rJeed or instrument,if tr,{ns-
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
NON E
MARKET VALUE
(Estimated)DEPT.VALUATION
(Dep t.Only)
__...L--L-..A........__.."
Insert this tnt.:J.l 0P!'0Si to'!"Tran.sfers",Schedule "C"in the
"As Reporter!"column on the last page of this return.NONE
RCC-3S
\,~,
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I NS'TRrCTIONS: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 under Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to
the decedent.
--""
Description of Property,Date of Acquisition,Name!unit percentage Estate DEPARTMENT VALUATION
Address and Relationship of Co-Owners,and PIace I Va.lue Share Valuation CAUTJON-DQ not Write
of Record of Instrument,where Real Estate.!In This Space.
Value of Value of
Entire Decedent's
Property Interest
N 0 N E
:/
¥~.,"
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.NONE.-
,,
RCC-;-J1 •(12-63)...nnDll)~\rE:\I.TlI OF I'E7'\~SYYL\NIA
TRANSFER E\IIEHITA!"L'E TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
-
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
Delilah Summersgill Niece ves Leaacv~.~..,..,
.',.....1 '=',......••••...x ....vo.......o.
Joseph Gordon u __t.
T>.T ~.1 k-vi 't"(T;n;::I \T~q T.....J ..
Walter H.Hunt 'R~q;nllPRn£?TAT 1.1 ,0",1\11"'\....0 nt''''/..
,
Ann1.e Hunt
"0 1"\-U')T.T 7\1 -'I ,....'0",1\11"'\....0 \7Ae::"Ot::>e::idue.,.-,..
I
/
/
/
/
/
'\1/
\.
\/
\
h
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
Will
Administration t No.
P.I<THE
Year .
(Executor-Administrator
must complete "As
Reported"column #1.)
CJ ,....;j 'i:i =0.....,(l)(l)
0 ~...~til ::l til .....
til en 0....,::l 'i:i...,(l)e:...,..,~en 0
X 'i:i '0~(l)
cr"......,
CD 0 ~'0
t'1 (l)...
til ........'<~....(l)
GROVER C.GORDON......................
Deceased
Late of ..Doneg.al'l'ownshi,p
/
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
I•C
\
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County of
-00 -fh -00 -00 -00 -00
SHERMAN H.SIEGEL,ESQUIRE
215 Washington Trust Bldg.
Washington,Pennsylvania
.~.
,.
.~.
"-\l'
~..
---.:\.>-::""-:.r.~~~---..~.....::.r.Iv:..().....~
:"'0 2..~Cl i'?-.'c..'{\a~N-.<:;,
I
,...
t,R C C-SI (2-64)
I!
!'•t-
ilt'i
\Ii!,
f:;'I tI'~f
In Re:
COMMONWEALTH OF PENNSYLVAN~A
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
IN YOUR REPLY PLEA.E
RIFER T0;37-12Q-3
NOTICE OF FILING OF APPRAISEMENT
SHERUAlij SI.liGEL
Estate of__--.::.GR:.:.O.::...V.::....~...;·l...;i....;C...;:.~G...;O...;R_D_ON --'-
_____W;.::AS:::;·:.:·I:.:iI::.N:.:G:.::.TO.::..~::.!County - FHe No.63-68-754
t.
Dear Mr'.,Siegel:
You are hereby notified that the original
appraisement in the estate of Grover C.Gordon
has been filed in the office of the Register of Wills qf Wa8hi~on
County on Novemb~r 26 ,19-2?Said appraisement reflects the
following valuations:
Real Estate ,;..14.;,··.:;.,000.,...,..',.,...;..,,00...,...·__
Personal property __--8~"...;4-6~3-,...;4-2--
Transfers ...-------=:-:-7::::-.:;:;;----Total --;2:::.2:.J,~4::.:::6.:::.3.::.:.42~.--
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (6%)percent per annum is charged.
Any .party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
u~II
.'.J'!..:"
,
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I.,
Dat e __--"-N'-"o:-:v..;:ec:::m::::b_e.:;.r~.2.:;.6.L,_1:::.9~6,;..S.:.--_
DATE OF D~A'l'H:Hay 25,1968
Note:This is not a bill.
·...,.,...'"
RCC-39 (6-67)
::OMMONWeALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
GOROON,GROVER C.
FILE #63-68-754
May 25,1968
SUMMARY
...---.
FIlE #63-68-754
I.the undersigned#63 Washington
the real and personal
opposite each item in
ItEPOHT OF INHERI'l'ANCR TAX APPRAISER
duly appointed Inheritance Tax Appraiser in and for the County of
,Pennsylvania,do respectfully report that I have appraised
property as reported in the foregoing return at the values set forth
the last column to the right in Schedules "A"~"B","C"/)d "E".
11-26-68 ."L...~~~~~~~1-..::!~~A V/"'----=-0.."..5--2=-5=---:6,.-8:;------Ap PRA~V-Dated:
REPo~r OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for _
County,Pennsylvania,d(";'spe(:tfully 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 colunm to the right in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduction.
Dated:
REGISTtR OF WILLS
VALUE AS REPO~rED VALUE AS APPRAISED VALUE AS REAPPRAISED
$ .10,000.00 $14,000.00 $~h~463.4~=8,463.4~='~__
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
.IB,463.4~_
=====.~._.=====.-======:-
Valuation of life estates or
annuities . . . • . . . .$----
ESTATE TAX ASSESSMENTS
CO~WUTATION OF TAXfORUSEOFREGISTERONLY
Tax on *.__.5%$~_~---
Tax on $.__10%t __-:..-._
T ax on ~2'1 %_
T ax on $:~(1~*_
Exemptions :=(':,)
Total 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 the Secretary
of Revenue.
3ALANCE OF INHERITANCE TAX DUE St _
Add interest at rate of 6%from
to $--~-----AMOUNT OF ESTATE TAX ASSESSED *_
Estate tax paid $__
BALANCE DUE $_
Add interest at rate of 6%fromto $_
TOTAL TAX BALANCE $__
PAID $
FQR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the
Register of Wills,for proper reason,same should be noted below,with short
explanation.
'~_.~;"'_.•',--....."·'(ioy./o'--
Will (...No.Administration
IN THE
..,'",.,....
Year .
··t·d'".···~,'".--:.t-."_'·f
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
GROVER C.GORDON........,.................
Deceased
Late of .DONEGAL TWP...-......... . ...............................•.........
;'
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
..
i•
COUNTY w.~.§?@!1.~.9.~.
FILE NO.63-68-754
.......................................................................................·....1
..~..-...\..
"
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYItVANIA.,
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE November 25,1968
Whereas..G.r..9.y.~.r.G."G.Q:r.g9..p.:late of ?~?.:.~.~~.~.
in the County of W.~~.h:t.ngt..9.P"Commonwealth of Pennsylvania.having died on
the 25 t.b.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.~.:R..!.....Qh~.:q~.............................................................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 Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future Interest.
Unit Appraisement
Description of Asset Values Made for Inheritance
Tax PurPOleS
$
REALTY:
TBact in Donegal Twp.,Washington County,Pa.,con-
taining 90 acres.
Improvements consist of tenant house,barn and
outbuildings •
.for legal descrip-pion see Deed Book 1095,page 573.14,OOO.OC 14,000 00
PERSONALTY:
Mellon National Bink&Trust Co.Checking Acct.7,537.7l
20 bales of hay 20.0
T_+""...-q+;nTUll H Tractor 300.0
lAT"........'\"l 25.0(
~
Rake 100.0
Baler 375.0
Elevator 25.0 ),.,
Disc 25.0 )
55.6 IAnkromNursingHome-fefund
8,463.42 8,463 42
Total 22,463 42
form~;:~h'7.:::~:,w<>rJl~<!iO~~:~~~~~~~&a~r~iS~~~;!~
~,~-~..........................................,.........................................................................................
(Numb.d Street)
.......................~.........f....A........................................................Penna.
-~(Post 0 eel
.WASH1NQ'rQN......................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.............................GRQVE..l1 C.•.....GO.RPON .
Deceased.
Late of
DONEGAL TWP •........,.
Date of Death,M9.-y ?.5.,J:.:99.E3..
Appraisemel!t Docket Vol.,3..7 .
Page,~.?~2 No..?~:.??-:7..5..!±.
Filed in Register's Office,..N9.y~IA9..~;r ?tJ./9.9.$..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote ablAut Appra.ise~thli~vtS ..~fi?~g~~..
Appeal j,.om Appri.hnie~t t-lV S t tldV 6961J•••••••••••••••••~.
......................................................................................................~
Entered and charged,O..3..J...l..·."F...··..·..···.·..·.··.·.:·.:·
...~';.~
..
fa .3-10 D!U;,oZ'£oi IN
)1
Form RC C·10
~.
THE SUM OF ............$~7(fr.'f1fOFFICEOFTHESTATEMENTOFDEBTS
REGISTER OF WILLS q-f O-b{AND DEDUCTIONS
OF WASHINGTON COUNTY DATE APPROVED .}Q.1~.....~...........".
AND AGENT OF THE COMMONWEALTH ~.."~·f",,'-;
Register of WlJ'~~nt
ESTATE OF ----:G;:.:R:.;.O;:;..V..:..:;:;;;E""'R.:..-.;;C::;...:...-...;;:;G..;:O..;:R=D:;.,;O=.;N""--LATE OF Donegal Township.Washington County,Pa
DATE OF FILING APPRAISEMENT DATIa OF DEATH May 25,1968
I NO.OF NAME OF PAYEE REMARKSDATE AMOUNTVOUCHI;IIl
1 9 6 8
.Tnnp 7 Washinaton County Renorts Advt.arant letters 12 50
, ?~1u~T.Kina 71 nnp L11 71:\
13 Barbara M.Laird,Tax ColI.1968 Road tax 38 59
Claysville CemeterY Assn.Openinq qrave 75 00
I.....,100 .",.,Hnm<=>'Rll,..;::01 '0 1 ')')1 ')n
J Paul Proudfit.M.D.Medical expense 53 76
[A1 1\.n ...;.:I~~.....T,..M n ""e;:n nn
:Rpu .Tnhn R H~tA7PC::()ffi r';~i-p ~i-hn,..i ~l 1 n nn
20 Viehmann's Pharmacy Account due I 31 40
IKnnk1 p F'~rm Rnn;nmpni-""1~Qn
21:\IM~1 t""nl m T,..Co Treas 1968 County tax 7Q A()
ZI.'1rT 1 K~,..l C 'R~nn~l1 II M D Medical exnen5=:e Li ()()
Q Washinaton Hosnital Hospital balance 3 29
12 ~hprm~n H.Sieael Reimbursement probate costs 21 50
21 Mellon Nat'l Bank &Trust Cb.Safe denosit rental 2 25
')')'0"",...1--"''''::0 T.::o;,..rI 'P::ov {"n11 26~~sS~@~~~~~~X_Metta
?Q?Q7
Sherman H.Sieqel ~,.,Rc::i-~i-<=>')e;:c:;n
~h<=>rm~n H Sieael Counsel fees-Metta Gordon EBt 250 00
Sent 18 IRussell Marino Aaent'I~g~aita~g~,tax -Metta 1 ()Rq lRGon:atp
;W~Qh;natnn C'rpnii-Rnrp~n w~~hington County Fire Ins.211 Lil:\0111,Jc:l ,v
f·'
Nnu 1:\~;mnn Whi+p'c::~nnc::M::o,..kp,..2Q~()()-
15 IMcCartnev Insurance Aaencv Fire insurance nrpmium 111 00
Russell Marino Filing Inventory &Account 19 00
Maraaret Bails Witness to Will &Notarv 10 00
Claysville Recorder Advertise grant letters 10 00
Sherman H.Siegel Accountant's and counsel
f'oo...1'7?~nn
COMMONWEALTH OF PENNSYLVANIA }<i-"'-::~Total ~.722_
COUNTY OF WASHINGTON S8:~'~'-~tfr tY\)
Sherman H.S~egel S~
I./"I HEREBY CERTIFY.THAT.TO THE B'.~6F
.,KNOWL'DG'ANa a<L"'.'N''OR'GO'NG 'S A ''If AND TRUe "'tf~;.r$iO'DEB'"FUNERA'I'~'"ANa "'''NS''O.rover.n .ADMINISTRATION SUBMITTED TO THE ESTATE OF hE SED.AS DECUCTIONliO FOR
INHERITANCE TAX PURPOSES.ffiLl~.~.~/J~l~"':-"-
SWORN AND SUBSCRI8ED IJEFORE ME THIS lOth '• -'.(L.5.1
December 68 DAY OP'
'''--
\'"
ar C-_.--'.-,,-:'-.'\/27 1371.f'1~Y ·vi!o.li...........·1 _.~_"."'~t ...OJI .......'J ,
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~------------------------------------------
Form RC C·lO SUPPLEMENTAL DEDUCTIONS ALLOWED IN
,-
OFFICE OF THE
REGISTER OF WILLS
OF _--,W:.::A=S;.:.H:=.:I::;N::..::G;.:;T:..:O~N:.:.-_COUNTY
AND AGENT OF THE COMMONWEALTH
STATEMENT OF DEBTS
AND DEDUCTIONS
No.63-68-754
THE SUM OF _. ...$ _
OAT'!APPROVED .
Register of Wills,Age~t
ESTATE OF Grover C Gordon LATE OF Donegal Township,Washington Co.,Pa.
DATE OF FILING APPRAISEMENT DATIi OF DEATH May 25,1968
DATE
1 9 6 9
~&il.
NO.OF
VOUCH""
NAME OF PAYEE
Russell Marino Clerk
REMARKS AMOUNT
Costs and costs in certifyi ~g
real estate 38 00
Costs recording certificati m
"1or ,..-/=....,.."'1 0 ...-1-",-1-0 -7 -I;(\
m,..-I-",1 LtE:;E:;O
---I----:..-I---I------------+------------t----t-----
MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A tfJST AND T~E
ADMINISTRATION SUBMITTED !O THE EST....TE OF rover .
INHERITANCE TAX PURPOSES.
DAY Of'
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF ~:-;-W:...:.A:..:=S..:.:H:..:I=-N.:..,G;:..T-O.:..N.,........~...,.....,....__58:Sherman H.Sie_gel /7I,----..;:.:;.::;..:..::..:.::.:.::.....:..-.;;,.:..=------==-------"------t'""':....----_HEREBY CERYl •THAT.TO THE BEST OF~AT~T OF DEBTS,FUNERAL NSES AND EXPENSES OF
o on ED C 8ED.AS DEDUCTIONS FOR
AlVt "AA t:J AU ~..I'£I-<.fL--,(L.5.),SWORN AND SUBSCRIBED BEFORE ME THIS 12th
,,,",-MaY -d 8.69...'-1 Ii A\I A n A I T.{~.A."-(J/\'I
(\~.~p.p~r""T F:'~"~J...,r'l"ic
\)v ~~
lily Comm'~:1'1 ...,___ _,...".371
""'r
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I
File No.1'3-i-s!-'75J,
JlESIDENT DECEDENTS
'~'M;Hn:r::~,n Pa.Office REGISTER OF WILLS"
COMMONWEALTH OF PENNSYLVANIA
OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax
~9
949099
Form RCC-4-RI-3-66
No.
Date I'msu ,.~t.':>7!J 19--.6a..
~'t:·l..t~r:lJ'(ij,f County,ss:Received from "..,t~.~~-~11 ~.Sic~Q!.
(Executor,AdmirustrCitQt:of:Glidr~d'Gtn~of the estate of r;nt'i'lT:"!1 (".~r.RN'~~!
who died H",.~"5:t 19-.6a.,the sum 0 ~f;t.l~;r,<;"to ~"~"'Y :rri!:!.~~- - -oHars,
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 of Wills and filed in numericalsequenceforauditpurposes.
NOTE:In accepting the transfer inheritance tax on future estates prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com~monwealth shaH not be precluded or prevented from hereafter assessing additional inheritance
tax at the death of the life tenant or tenant for years whenever it appears that such additionaltaxmaybelegallydueandcoHectibleforanyreasonwhatsoever.
1 ~M~rLN"J
$--------
$========
Ifegisler of Wills
Balance $_
MOORE BUSINESS FORMS,INC.,ELMIRA,H.Y.
Total $.i..,k25..00
*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 =ended
by Act No.381.approved July II,1957,and Act No.207,1961,Section 302.
~.E-~L ',II;;~~t../"->;JvI'~.v#"J'~I
Less five per centum of tax if paid
within 3 months after date of death $============
Total Tax $_
Less Tax Previously Paid (if any)$============
Amount of Estate Tax Assessedunder
the Act of May 7,1927.
Add interest at the rate of ex;
from _
to _
Tax on $5%$
Tax on $10%$
Tax on $2%$
Tax on $On Ae~()~mt.15%$
Exemptions *$
Total Estate $
37-120-3
$
$-----
$.m{~(\lrp;:I'/i"J.
$------
$.
Valuation
Valuation
$,-----
$
$._-----
$,------
Total
Total
lJOOD [P[LD @£lJ[E
Date
Date
Personal Property
Real Estate
Total Gross Assets
Less Debts and Expenses of
Administration
Clear Value of Estate
Valuation of Life Estates or Annuities
Date 19__$-------
_________19__~$=============
Estate Tax Assessments
Date 19__$-------
________19__~$=============
FORM RCC-4-RI
TRANSFER INHEf\ITANCE and/or ESTATE TAX.
BESIDEN'l DECEDENTS.
RECEIPT
37 120 3DocketL-__-J.Page I ine,_
Estate OLf__rn_zi_O_V.i_ut_~_C_._c_~o_r_~t_C_J _
omCE OF REGISTER OF WILLS
Date,A_ug.;:-u_ct_,_Z7...c...·..:...'19~
SIGNED AND SEALED AS PROVIDED BY
SECTION 1201.ACT APRIL 9.1929.P.L.343
AS AMENDED BY ACT MAY IS.1945.P.L.528
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 such
receipt shall be signed and sealed by the Register ofWillsandtransmittedtotheexecutororadministrator.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 address of person to whom
tax receipt is delivered:
I
To ATi!...!1-1-allJJ H.rJ iC.:::L
215 t;h:S.t:tTCN 'i'~~U:'T fiJIU:1m
L
15.301
.J
--_.-_.-------------