HomeMy WebLinkAboutOC1968-0764 - ESTATE OF GRIMMPETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
-·~·--~·~~··~-l
Testate F05
Estate of..M~RgA:N..~,---.GRIMM _.._.._._..--'--
Deceased
No 7fL··9·_l.fr.t..
Fiduciary J.9.~..~QJ,,9.:M9.N :.
.....----_----_.
Date of Date of
Decedent's death ~.~.y.~~.L..~.~~~_Grant of Letters J.\UHt..3.~19.6B .
This is the .F..i.rs.t..and..Final account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term NQ.n~.
..........--__.____.---_-____-_------..-.
Election to take
Under or Against will.(cross out one)
Date Election Place of;
Fi led Record ~.
Name of surviving spouse .NO.ne _ _ _--------.-..- .
List issue,where material:
Did decedent marry after execution of will?(indicate)'M.No.Any children born after execution of will?(indicate)
~J;No.If answer yes,name them -.--.--.----.
l •.................-___-..-__------_-..
Leg.atees
Dorothy Grimm
Relationship
Sister-in-law
(.
Interest
100%
Fiduciary,if deceased or not sui juris
Sui Juris
List,if exceptions to above:
If partial intestacy,give facts:
Adeemed:
None
None
Revoked:Lapsed:Abated:Give Couse:
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 cl received written notice of the filing of the account
and of call of audit?Yes.m.
If any exception give cause:.nQ.ne .
File copy of Notice
and date of mailing :N2Y.~!!'.~~.~?~.•...1~~~.·.
Is estate subject to the filing of a Federal Estate Ta~Return?N.9 :.
Actual payment madeor:l Pennsylvania Transfer Inheritance Tax.Amount $N.Qne.._.:..~:.;.
If the Will makes any portion oi ·~~tate.subject to a life-estate,give name and birth date of life tenant N.Q~.~.
...-__.._--___..__-___-__-_---.__._-_._-_._-_-_--_---.
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:
Total additional debits (Add)
Itemize any additional credits not shown by account:
$n.Q.n~._.
$.~,.~.~~.~.~.7..
pj -,.;Nt
Total additional credits (Subtract)
Balance for distribution
$nQn~.
$9.~.~~.3~..Q.7..
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
NONE
~.,,
If Family Exemption claimed by Petition,give place of Record::None .
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N.oD.e..
List any advancement or distribution on account that has been made,and nature and amount of same:
NONE
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
Dorothy Grimm,Sister-in-law -.100%
COUNTY OF WASHINGTON,5S:
COMMONWEALTH OF PENNSYLVANIA.
The above named 'Fiduciary or representative thereof,
being duly -S.W9.nL doth depose and say
that the facts set forth 'in the foregoing petition are true
to the best of h!.~..__knowledge and belief.
.....Sw.o.rn ";to and subscribed before
""\"r ~.r
me thiS.~:,~~).:~n:.g.(tY.Jj.0f p.~.~~m~.~~!.19..~.~t~,--'i ,-,>:-.'J '"A IJA .l .•Sigriature~'(jf Officer...Vf.(L~.... .
...---:OARlENE NICHOLASTl'tle of Offlcer :~:.-,-Notary Public;-Washington.Washington CO.
Office expires ~~.~~~~~~~~~.~?i!~.S.~~.~~~!~.~?'.~.~~~.
And your petitioner will ever pray,etc.
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No.. - _ _,
Estate of.....M9R~.:N..~.~...~RU4.:M ..__._...._...__
........--_-_----_.--_--_--..-.
Deceased
Fiduciary.._J_9.~..~QLOMON..-------_.._------------__..
.....-..-----_..-_.--__--_- - -.
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in cpnformity 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
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.
..._.._n~~ii~::;____.2
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In the matter of the Audit of Account in
Estate of_...:::M:....:O::..::R.:..::G::.::.A=-=N~L::.;.~G=R=I=M=M=-1
TO THE AUDITING JUDGE:
No.
Enter__-.:em'-'Y"-,appearance for A::.:·:..;:C:.....C;;;..O.::....;:U::.:D:=.t-=-=a:..;:D:=.tc=-.-'-_
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.
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No..•19 •A.A.
In re Audit or Account in Estate or
MORGAN L.GRIMM f Deceased.
AUDIT
Jrarripr fnr Appruranrr
FOR
ACCOUNTANT .i:
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Attorney,
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l1u tqr OOrpl1aus'illnurt of lIu!iQlugtnn OInunty
63-68-764
ESTATE OF No Of 19 ,A.A.
In the matter of the....ftr.~t~gg..ytIJ..0J....
Account of ~Qb-.rr.R.Q1Q.m.9-n-,-..E.x~-';.ut.O.r...
ADJUDICATION AND DECREE
And now J?-.~~~.~.?~::I:Z..,19.~~,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
theregsshBfalance for distribution in ,the hands ~f the Ac.countant.is d~term.in.ed to be
$-'-"'"and the account IS accordingly confirmed,and It IS ordered,
adjudged and decre'ed 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.
Dorothy Grimm,sister-in-law,residue,5847.02
Russell Marino,Agent,transfer inheritance tax,1016.65
Balance pe'r account ,
Balance .
Deduct Clerk's Costs &Receipts .
Attorney !~J::l..~.§.9_~.9.~.9.D:.
20.00
$..6.~.8.83 ....6.7.
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Fonn No.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961,/
EFFECTIVg JANUARY 1,1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)V
OFFICE OF THE REGISTER OF WILLS
being duly SF..QI'JL .according to law,deposes and says that he is the .Ex..e..cu.tox _
(Exec.,Adm.,Legatee,E .
of the estate of J~~QRGA.N__L_.GR.I_MM ..whose last residence was _~..lL.__.D_.#l_,---B!
(No.)(Stre
____~!!_~!!.t_!!g_!5?!l_I 9_!!~_!:t!.~_ld~e;};WJ?ltnd that the whole of the estate of said decedent,who died_
(CitY,Borough or Township)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN<i:ES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
None
Personal Property
Mpllnn R~nk ~~v;nO"~l\It No 175161224 6.441.77 ~
Mellon Bank Checking Account No.402-3066 610.59
),
Aetna Insurance Comnanv Check No.06668012 60.00
....,
Ap.tna Tn~urance Comnanv Check No.06668253·240.00~
A ...~T nl'.p.C.omnanv Check No.06668546 60.00
lQ~R Vnlkc::,.,.r~ITon ~pn~n Title No A19434335 /..-...1,500.00-~
l\p+n~T nl'.p.('Ir.mn~nv f"'hon"\r No 06674405 34.29 £
N~tionwide Insurance Company Check No.A 58-856546 65.97
9,012.62
f
NOTE:You may expedite the processing of this return by filing with it,and as a part of the return,
letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the
decedent as of the date of death,Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account,account number and the exact name or names in
which the account is registered,
Pat
Jointly Held Property Estimated
Value,..,>..,..'.
NONE -
.
,;
"
-
Transfers within TWO YEARS Prior to Death -NONE
~
:
.
.'..
,'
That at the time of death there was no safe deposit box registered ih 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
NONE
BENEFICIARIES
BENEFI~IARIES AND ADDRESSES
RELATIONSHIP SURYIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent or o~herwise,in estate.)are involved,set qR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
Dorothv Grimm Sister-in-Law Yes Sui Juris 100%
.
-
(
.,
•~ESI~ENT DECEDENT ...,'.DEBTS AND DEDUCTIONS ~LAIMED
NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions
$•Funeral expenses paid
DEBT OR CLAIM·.NATURE OF SAME AMOUNT THIS COLUMN.-----...=:-:.::..:::..c::.-....::---------,------'---'-'------------.---------'-=--,-1DIKEGISTER ONLY
$
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
Register of Wills Letters of Administration
.Washington eo.Motor Club RegistratioII Plates
Washington Observer Advertising
Washington Co.Reports Advertising
Register of Wills Filing Inventory
William G.Neal Funeral Expenses
Register of Wills Filing Supplemental Inventory
Charles S.Badiali,M.D.Medical Expenses
Neurological-Neurosurgical
Associates ~Medical Expenses
Register of Wills Filing Account
John Solomon,Atty.Fee Fee
Dr.L.J.Quetsch Last Illness
18.00
1A I~
--"'~.,"''''
12.50
1"2.50
3.00
1144'000
3.00
95.00
10.00
16.00
675.95
225.00
I
Total ~c~...~~:5_~~-,--_
W~.E?A~P'g:t~l).,...l?~.l)n~.y;LVA-n.ta......"....
(City or Town and State)
~?:I:..W~~.1:l ~J).gt.Qp..~r.\l~t ..~l ~g,•.........
(Street Number)
:DARLENE:NfCHOLAS
N~tary Public.Washington.Washington Co.
S~bscribed and swom to before me this P.tA .
........, , "day of "J.\l.ly ,19..€?~
If}":'(~'/../.,.......A.Y:~7~:.
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater
or less than the estimated amount claimed and allowed.
My Commission Expires January 17.1972
Having been duly sworn according to law,I d~herycert'that e above appraisement is made in conformity with law on 'this
_~':7 .../.'~r ................~;:y~dayof.........i.#~..9 .r Q ~
...../,!/.c.~.....:~..~../~.",Appr'r
In the event that any future interest in this estate is transfel'1'ed in possession or enjoyment to col I heirs of the decedent after the
expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer 'inheri-
tance taxes at the lawful collateral rate on any such future interest.".
REPORT OF THE REtGISTFJ1t 0"1"WI LS
I,the undersigned duly elected Register of Wills in and for Gll.~",:County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent,ept as to those items where a greater or lesser amount
,s set forth in th ast column to t right in said schedule above,which greater or lesse~representsthe sum al~a deduction."
Dated:~~./t:~.~~~~~
Register of Wills
.
Fonn No.RCC-62 (12-66)
,Will
Administration }No.
IN THE
Year .....~.~/.
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MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
MORGAN L.GRIMM....................,.
Deceased
Late of .9.4~r.~~~;r:f?AwP.•.-.
County of ..Wa.s1}j.Agt.QI)..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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___~WM!!!~SH~Ii.!N~GU!TOo.lil!!.N County File No.63-6B-7M
IN YOUR REPLY PLEA••
REP'ER TO :37..l2l-5
JOlIN SOLOMON
(Executor~·
COMMONWEALTH OF PENNSYLVANiA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVJSION
NOTICE OF FILING OF APPRAISEMENT
In Re:Estate of MORGAN L.9'RIMM
Real Estate _--'---'-_
Personal Property 9~f~Q~lu2~.~6M2~--Transfers .....,...__
Total ~~9..,Ql.ill.loo'''"-...,6-.a.2:;,.__
~.Dear Mr.Solomon;
J
t:OC-"1'-';'
I
You are hereby notified that the originalIappraisementintheestateofMormmI._an m
has been filed in the office of the Register ~f Wills qf rlashint't,on
:County on Sept.ember 23 ,19..ba.Said appraisement reflects·the
;following valuations:
i As to such tax that is paid within three months from date of
i 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.
Dat e _--iS~e=-J;p;l:l;ot.e;eml!llb~e=.lr~2J;}.·j-..ll,::j9iQ6S~---
DA'fE OF DEATH:May 19,1968
lji Note:This is not a bill.
~"~'C-39 (6-6>7)
':OMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
GRINH,MOJ:i.GAN 1.
FILE #63-68-764
May 19,1968
SUMMARY
flEPOHT OF INHERITANCE 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"and "E".
I.the undersigned
_ #63 Washington
the real and personal
opposite each item in
FILE #63-68-764
Dated:____..=..09"--.-=2o<...3--"6=8_~,_
05-19-68
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elec ted Regis ter of Wills in and for Washington
County,Pennsylvania,do r0spectfully 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 deduc tion.~,'
.~_H'~d
Dated:09-23-68 ~/7U/~~Q,
REGIST~R OF WILLS
VALUE AS REPO~rED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$9.J012.6~_-9,012.b2:~------
-INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
,J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
9J012.6~_
,2,21lr.25:~_
6,797 .6~__
9,012.bi-
2,214.95;-
6,797.67._
======.-
Valuation of life estates or
annuities . . . . . • . .$-------------_._-
ESTATE TAX ASSESSMENTS $------
C01WUTATION OF TAX
TOTAL TAX BALANCE
PAID
FOR USE OF REGISTER ONLY
T ax on $________1')%
T ax on $.__10%
T ax on ~')4
Tax on $6,797.67 :~'~
Exemptions :=(:::)
Total Estate __
TOTAL TAX
Less tax previously paid
BALANCE
Less 1')%of tax if paid within
3 months after death
3ALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6%from
to
AMOUNT OF ESTATE TAX ASSESSED
Es tate tax paid
BALANCE DUE
Add interest at rate of 6%fromto_
d>."------~------$--..".-~=~~1,019.6~___
$-----$$======~-'
$=====/-
$------d>~)------
(:::)As evidenced by Chari table Exemption
Certificates issued by the Secretary
of Revenue.
St _
$-------
$-------
$-------
$--------
$
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.
Will l
Administration ~No.
IN THE
.Year .
MATIER OF THE APPRAISEMENT
OF THE
ESTATE OF
MORGAN L.GRIMM
Deceased
Late of .'.'..WA$HlJ:J.GTQN .
County of _w.!i~_rq:J.'IG..':r.9N_.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.,
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DEPARTMENT OF REVENUE·, ,
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.
FUn'll f\CC-t~RI,".
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT·,"
DATE ~.E?p:f:,.~ml:>,~.r.?3..1 J.:.99?.
COUNTY ~?:.~h.~?g.~.9.P:.
FILE NO...§.?::::§?.:.7..~.4..
Whereas,M2.~g,~~.!.Q:~~.IT.Jll}late of W.~.~h.~~.9.I.1..
in the County of ~~.~.~.~~y..<:?~Commonwealth of Pennsylvania,having died on
the f.:.9.:t..h day of J1.?-Y.19..f&.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,w..~.~.~G.h.~~.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.
REALTY:
NON""E
Description of Asset Unit
Values
$
Appraisement
Made for Inheritance
Tax Purposes
NOl~I--------------:,....----------------------------t-----fl------t---.-..
PffiSONALTY:
TRANSFERS:
J'£.HELD:
As per appraisement filed
NONE
NONE
9,012 62
NONJ;:;
NONE
Total 9,012 62
form~;v;;:~hbJ:e:::fh~SW"'""~ji~~~:~.~o~e~~~~p~~iSe?e~?~
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............................................_..~..~~,Penna.
(Post OftIee)
,
-,1tIASHINGTON County
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
..........H..?1.Q£.tGAN.H~~..G£.t.~
Deceased.
Late of
WASHINGTON..............................................
Date of Dcath,HM~y J.9,.J,..99..$.H H ..
Appraiscment Docket Vol.,..HH J...7..HH H .
Page,:l.?~:.~No.~?.:.~.~.7.~4 ..
.........................................................................................................................
Filed in Register's Office,..e.~P1'..~?J..1.19.§E3..
Amou'nt of tax due,$H ..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal f"om Appraisement,..
Entered and charged,H •••••••
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LAST WI~L AND TESTAMENT
------J
I,MORGANL.GRIMM,of Washingtoni Washington County,Pennsyl-
vania,being of sound mind,memory and understanding,do hereby
m~ke,publish and declare this to b6 my Last Will and Testament,
in manner and form following,hereby revoking and making void any
and all wills by me at any time heretofore made.
FIRST:I direct that all my just debts and funeral expenses
be paid as soon as convenient after my decease.
SECOND:I give,devise and bequeath all of my estate,
whether real,personal or mixed,of whatsoever kind and nature,
and wheresoever s1tuate,to Dorothy'Grim'm!the widow of my
deceased brother,Harry Grimm.
THIRD:I nomil:ate and appoint JOHN SOLOiriON,ESQ.as
Executor of this,my Last Will and Testament,and to serve without
bond.
IN WITNESS WHEREOF,I,MORGAN L.GRIMM,the Testator,have
,.'to this,My Will,written on one sheet of paper,set my hand and
seal this gfi~day of -:y~?d 1964.
Signed,sealed,published and declared by the ~bove named
Testator,Morgan L.Grimm,as and for 11is Last Will and Testament,
in the presence of us,who,at his request ~nd in his presence
and in the presence of each othor,have hereunto subscribed our
.Affiliuuit (@f 1£xrrutnr (@r .Abwinistrutnr
&3 -c..T-7c.71t;tatr of Jrnn9yluania,~BB:
C!Lounty of lIa9Qington ~
Personally before me,the undersigned authority,a No.tar.Jl..P.ub~i.c in and for said
County and State,appeared J.QHN SQL.QMQN :who,being duly
sworn according to law,deposes and says that he is the executor <DI:~of the estate of
....:.MORGAN L GRIMM.,.deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of M.o.rgao L G.r.im.m.,.,
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 x\xbnmiIJtXlXX.
da~;~~.:w::s;:;:::.~~.~~.:.~_.~::;~.;;.:hiS..I..d........I ~;;,iL....~=
_::::,~..~),ecutor-~tf&
~,..DAR!,.ENE NICHOLAS ADDITIONAL INSTRUCTIONS
>1.A1ia~n:~~i4~l)~y.~~fitgr'b~a\'lr~8'1x~hint~re~~on.ths ~fter appointt;lent of person~t representative.
:2,;A.M~tt~l~mlli~oortn~tl:1rY'rhu§t be flIed wlthm thirty days of dIscovery of addItIOnal assets.
'.·3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over",$fO,OOO,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
lIutttutnrg aub "ppraistmtut of the goods and chattels,rights and credits which
were of MORGAN L:GRIMM.late of C.h~r.:t,;i.~r.§l'.Qw.n§.hJp.."...
Washington County,Pa.,taken and made in conformity wYh the above affidavit.
DOLLARS CENTS
?~,-
,:''{''"
Me11bn Bank Savings Account No.175161224 6,441 77
.Mellon Bari~~~necking Account No •402-3066 610 59
.~:::,:~
Aetna Insurance Company Check No.06668012 60 00
Aetna Insurance Company Check No.06668253 240 00
Aetna Insurance Company Check No.06668546 60 00
1968 Volkswagen Sedan,Title No.A19434335 1,500 00
Aetna Life &Casualty Check 34 29
8,946 65
I.
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I\L c;>•//Lfo
v·'
I '..'....'"~Inventory and Appraisement
-\-..J ~•,.#•"'.-•..:....:"0.:..,"\.....1l:J THE ESTATE OF
A~.....j J;._C"J ~-,,'..-'\.".-~"-:,'\.•..."')I",\.),\
'1"",/','I..~.•.~;;.:.~~~~MQRQA.N L.GRI.MM .
•::,f -.
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12':J r ~G LJ t,;;1!.:02
Filed .J.une 7.,19 6.8..
F.USS£I.L lil.~\;\O
H£GISTE.R CF \';ILLS
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Affibnuit (@f Executor (@r A~miuilitrntor
t9tutt of 'tuuagiuuuiu.~ss:
cnnuuty of lIuaQiuytuu ~
Personally before me,the undersigned authority,a N.Q.t.a.:ry.P.!J.QJ:.l~L ..in and for said
County and State,appeared JQ.bn S.Q.lQm.Qn who,being duly
sworn according to law,deposes and says that he is the executorXifXl1lM1~of the estate of
........................lI4o.r.g.an L Gr.imm deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of M.Q.:r.g,a.9 ~.~gr.J!'!m ,
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 ~.
"I"~'/J
;Tay o~.~~.,:=;~;"u::.~:~~.~~_~:;:~;.:.th~21sJ:.l .~~~
.-,'J.(!;{./"'l.tc1.Jh.~.
DAR~-ENE NICHOLA$T
"Notaru Publ'W "'h't'W h't c ADDITIONAL INSTRUCTIONS'I IC,a~1P..g c-n,as mg on o.
.M).Gorri~ick'1i~~!ilnfllmp.~~~iiled within three months after appointment of personal representative.
.2.A supple'mental inventory must be filed within thirty days of discovery of additional assets.
3..rOriginal 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
SUPPLEMENTAL lInntntnry nub ","pprnisrmtul of the goods and chattels,rights and credits which
were of MQ.r.ga.n L Q.r..:i.mm Jate of Q.h~.!:.tJ.~;r.!?..1:'.!?.F.p..~P.:.~.l?..1...
Washington County,Pa.,taken and made in conformity with the abave affidavit.
DOLLARS CENTS
Nationwide Insurance Company Check No.A 58-856546 65 97
RUSSELL i-i;\R:}l')
HEGISTEf\OF \'I\LLS
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0rv
THE FIRST AND FINAL ACCOUNT OF JOHN SOLOMON,Executor of the
Estate of MORGAN L.GRIMM,Deceased,of Washington,Washington
County,Pennsylvania.
The Accountant is charged as follows:
As Per Inventory
TOTAL ASSETS OF ESTATE
TOTAL AMOUNT OF CREDITS CLAIMED
BY ACCOUNTANT
BALANCE DUE
$9,012.62
9,012.62
2,128.95
$6,883.67
.'~
THE FIRST AND FINAL ACCOUNT OF JOHN SOLOMON,Executor of the
Estate of MORGAN L.GRIMM,Deceased,of Washington,Washington
County,Pennsylvania,
The Accountant claims credits out of the assets of said
Estate to-wit:
PAYEE DESCRIPTION
Register of Wills Letters of Administration
Washington Co.Motor Club Registration Plates
Washington Observer Advertising
Washington County Reports Advertising
Register of Wills Filing Inventory
William G.Neal,Funeral Expenses
Register of Wills Supplemental Inventory
Charles S.Badiali,M.D.Medical expenses
AMOUNT
18.00
14.00
12.50
12.50
3.00
1,144.00
3.00
95.00
Neurological -Neurosurgical
~ssociates Medical expenses
Register of Wills
John Solomon
Filing Account
Attorney's Fee
Last Illness
TOTAL
10.00
16.00
675.95
-',225.00
2,128.95
Washington County ReptTrtS
~EBX
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}
STATE 01"PENNSYLVANIA SS.
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duty 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 COL'NTY
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,whkh appeared in the said legal periodical in its regular issues on the
following dates:
........!~.~~~.L.~~.L.?~.L.}.?.~~_..
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter o~s~'dn'ce or advertising a~hat all of the allegations of
this affidavit as to the .e",ce an.d ;;aracter ~6 pUbl~_i 'a;;.ip
UI{((d C-,.~vL/.----------___.•.,..
Editor
Sworn to and subscribelW~foQ!r~e...!m~e...!t~h~is~-_::::="""':::::
20th.June 8::::::~:::::Z1.::..:::::::....:::.,1.96.:::::..
tary Public
KATHERINE C.•VA.~O,Notar blie
Washington,\ta~:llngtlln .C .,Pa,My CJmmi~>:ion Explr,es
November 1,1969
Estate Notices
The Register of Wills has granted letters,
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys.
•• • ••• ••• • • ••••••
GRIMM,MORGAN L.,Dec'd.
Late of Chartiers Township,Washing-ton County,Penna
Executor:John Soiomon~ttorney:John Solomon,421 Wash-ilifJr Trust Bldg.,Washington,Pa.
..tti .;i
Observer -Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the News,paper Advertising Act of 16 May,1929,
P.L.1784,1lJS amended.
Commonwealth of Pennsylvania,County of Washington,SS:.
Personally ap,pear,ed before me,a Notary Public in and for said County
and State,Ri.chard.S.A G.Qw.an.,who being duly s,worn
according to law,deposes and says tha,t he is the §.~.~.r..~.t~.~.Y..
of the Obs'erver Publishing Company,a Bennsylvania corporation,and its
agent in this behalf;that the said Company is,the owner and publisher of
the Observer-Reporter,succ'essor to The Washington Observer,established
Sept,ember 18,1871,and The Washington Reporter,established August 15,
1808,a daily newspaper of general circulation;printed and published and
having its place of busines's at Washington,Washington County,Pennsyl-
vania,where it or its predecessors have been established and published
continuousIy for more than six months'prior to the publication of the notice
hereto attached;tha,t the printed notice or advertisement hereto attached
is a ,copy of an official advertisement,official notice,legal notice or legal
advertis,ement,exactly a'S printed or published in the Obs1erver-Reporter in
its regular editions on the following d,ate or dates;_.
..............................J.u.n.e.5.,J.2 an.d 1.9..~.1.9.6..8 .
that neithe,r the affiant nor the Observer Publishing Company is interes>ted
in the subject matter of said notice or advertising and that all of the aUega-
~~~~;'W,at"..",..t~th.ti~'']:2'Z:;2L=
Sworn to and
w.26752
subscribed before me this...J.9...day of.......J:1J.n.~...J9..9 8
...£(j~~~~~'~~~:,~.
•TON.WASHINGTON COUliTYMYCOI,IM/SS/ON EXPIRES M...AY 6.H17,
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
\.\\~
The within named Accountant being duly sworn according to law,depose and say that the above account
as stated is true and correct as _~~..__.__._verily believe.
Sworn and subscribed be,fore me this .s.d .
day of ._.._...._~~Jy.__.__._.....19...68 .
___.~.....J£~.9:/f.~_!~..~...__.~__'.-/./kU-~
DARL~NE NicHOLASNot~;yPublic,Washi.ngtorl.Washirlgton Co.
My Commission Eipi"resJanuary 17.1972
Washington'County,ss:
..
::<;..'"~:..:,,-).
-"....:).
I do certify that I have giverl-'legal notice to 'all persons,.'-_...
concerned of the filing of the withih-=acco'l:.i~t in the manner
prescribed by Statute and.Rule of C~i..i'rt,as~eyidenc?"by"proofs
. d /OPt):"..,~--.....,thereof file to No,.L..~Q ~.-.:.:_._................,.,
,:;J ~-:
if)••"lr-
Witness my hand and official seal thi§;~..._.__....._.._..
fJ .dayof..~:.---.----..-----....--...-..----.-..19.4.r..
..~...'7?l~.----...-...
Register of Wills
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The Court is respectfully requested to determine
proper distribution in this estat