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HomeMy WebLinkAboutOC1968-0838 - ESTATE OF YOHEPETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form ./ Estate of ..f.~g.E~.~f.~..Y..·x.~.lJ:~__ _ . Deceased No _~.~.:.?~.?._.._ _ _A.A. Fiduciary...W~J~.t.~!J:l...~.~...X.~h.~.J....~~.~~.~~9.!.... Date of Date of Decedent's death .J.~fl:~~A••J.~.§.t..--___Grant of Leltters ~~.~~..J.?,,-..J~.9.~___.. This is the.__Ei.!:s.t Q..nQ.E.:in.Q..l account fi led in this estate If there have been former accounts filed in this estate,list file number or number and term.._.Ng.~~. ............................................................___..-----__.._---_---_--__._----._------____---_--___-----_. ,Election to take Under or Against will.(cross out one)None Date Election Place of; Filed __.._Record ._._____.._. None (See list of Legatees below) Name of surviving spouse..:.~9.~~_ _ ____ ___._.___ _,.__.. List issue,where material: Did decedent marry after execution of will?{indicate}~X No.Any children born after execution of will?{indicate} 'X~X No.If answer )}ellname them....•""_:_._______.__ _.., ................._-___-_-_-_-----__-__.._-_----.-____--_-----_-_._-.-_.- Leg,atees Relationship Interest Fiduciary,if deceased or not sui juris William H.Yohe Son 1/5 Mary Alice Yohe Daughter 1/5 Florence Virginia Keibler Daughter 1/5 Isabella Ruth Hinerman Daughter 1/5 Carl Vohe,Jr.Son 1/5 List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: If partial intestacy,give facts: NO EXCEPTIONS NONE Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:N.9.:n.~. File copy of Notice and date of maiIing ~~.~.!.~~?:.Y.?~.~~.~?g __.,"_.,'_., <4 .1 ,. "".,... , Is estate subject to the filing of a Federal Estate Tax Return?Y.~.~.J S;.9.P.Y ~.t:t;.9:.~h~~.!. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . ...................................NQ.t app.l.i.~a.b.l.~, . 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. Be advised that $4,379.04 was paid to the U.S.Treasury Department for the payment of the Estate Tax due and owing from the Estate of Florence V. Yohe.It is suggested that $1,000.00 be withheld from distribution until a final audit has been made by the Internal Revenue Service. 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: Schedule."G",in the Estate of Tax Return lists a parcel of land conveyed to Mary Alice Yohe in the amount of $26,SOO.00.It is requested that Mary Alice Yohe pay as her share of the Estate Tax due a percentage equal to 20% of the total tax,this being a ratio of the value of this transfer to the total taxable estate. Balance for distribution per account, Itemize any additional debits not shown by account:$~.?.2}z.?.:..~.9.. ./..\ ,I:( .""~. $.....None--_. 4.Filing acct. and 4 short certificates.$2S.00 $,.~~.•J.?~ /t-),7?' r )1.-\..,f 0 ~$5.6.,.~.I.tL..L'S . Total additional debits (Add) Itemize any additional credits not shown by account: 1.1969 Estate Income Tax $337.87 2.Reserve for 1970 person- al property tax 35.00 3.Additional amt.charges for 1968 Fiduciary Income Tax 25.00 Tot!Il .a~di'Z.'~o~olpcredits (Subtract).,0 •...~A.IVV~-~lA1~ Balance for distribution If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); 2,150.00 2,260.20 $3,577.50 1,155.00 1,984.50 2,400.72 8,651.76 1,812.50 1,105.00 2,850.00 819.00 3,612.50 •.-T T The following shares of stock are held in kind for distribution: 45 shares Mellon National Bank and Trust Co. 35 shares Monongahela Power and Light '6-'0 1,,8·4-shares Lone Star·Gas Company 110 :1:4-2-shares Chemical Fund,Inc. !lIO -6-3:.T shares Wellington Fund,Inc. 50 shares Chambersburg Engineering 10 ~shares Pennsylvania Railroad (Penn Central) 100 shares Duquesne light ;...0 ~shares American Standard,Inc. 170 shares Allegheny Power 100 shares Philadelphia Suburban Water Company,now Philadelphia Sub.Corp. 60 shares North American Rockwell "' __.I,I ---_._---~.~--,.,------.......-----------------------------... If Family Exemption claimed by Petition,give place of Record:~~.1!:~._.. ..__.__ _.._ If Family Exemption is claimed at audit,give name,relationship and basis for Claim:..~~D_.~___..__. List any advancement or distribution on account that has been made,and nature and amount of same: None , I Suggested distribution of balance shown,both as.to principal and income,'attaching ,signed and itemized elections to ta~e in kind if balance is not in.cosh:residu·ary.shares being stated in proportions: I", '. r -j The shares held in kind are to be distributed equally to The odd shares are to - each of the five (5)heirs named in this Petition. > be sold and proceeds received will be reported to the audit clerk for equal distribution to the five (5)legatees. " COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly_.. ..__?~.<?.~~_..._._.._doth depose and say that the facts set forth in the foregoing petition are true h'to the best oL __l.S..___.knowledge and belief. And your petitioner will ever pray,etc. .......S-wo.r.n ___.___.._to and subscribed before me thiS..19.d.day of M.~!..<;.~19..?SL Signature of Officer-bM f•••••••••••••••••••••••• ..~:.:..••.ETHElR.BARKEY,NOTARY PUBLIC Tjtle of Offi.cer;M8NeNElAHl:!:k,.WA.SH-IfoIGl9N.OO\:JN1¥••••.•• .-.MY COMMliSI6NEXPlilES APRil 9,1973 Office expires~.•..~.:.M.emb~i,p.e_M.aftia~ocjCllioll.QtNotaEl8l .•••..•.•• ".•~.,.........':.... -,~..+,,,"",',:i<','·,.' ",';1 .",'~'....'/''"'': "-.,'~. .Y~/Y-~'."..---. William H.ohe .~•.•......~~··~t ~":~~\O'."~,,•••~!"1!~~.. r .838"No..k.a.':.._.___..A.A. Estate of...Fk:!p'@::.~_qE V,Yo HE.........-___..--_-. Deceased ~\~r f t p\~'~f L t), fr~MAY 2I M'I 9o 1+2 ~.-" Fiduciary...W.I..~~.~.~....H:.~_....~t1:~. ~~ 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:paragraph 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 fi led 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.. MY~~ ~~~~-:~-_.Attorney ~2 RUSSELL j,i/,RINO REGISTEFt OF WILLS Wi'~SHINGTON GO.,PA. o. RALPH W.PEACOCK CHARLES C.KELLER DAVIS G.YOHE REED B.DAY KENT C.PUTNAM ROGER J.ECKER LAW OFFICES PEACOCK,KELLER Be YOHE EAST BEAU BUILDING 68-70 EAST BEAU STREET WASHINGTON,PA.15301 AREA CODE 412 222-4520 January 29,1970 Clyde G.Tempest,Esquire Corner Second &Chess Streets Monongahela,Pa.15063 William H.Yohe,Executor 300 Second Street Monongahela,Pa.15063 IN RE:Florence V.Yohe Estate Dear Clyde and Bill: I received a copy of the account which was supposed to have been filed on Monday,January 26.Everything appears to be in order and good form.The following figures should be included in the Audit Petition as disbursements: 35.00 337.871969EstateIncomeTax Reserve for 1970 Personal Property Tax Additional amount charged for 1968 Fiduciary Income'Iax 1.25 With regard to the Federal Estate Tax,the face amount can be shown at $4,379.04.There should be a suggestion for a reservation for $1,000 toward the audit in the federal estate tax return.It might be wise not to say anything about penalty or interest which will appro- ximate $750. One final problem on the estate tax is the question of what con- tributions,if any,Mary Alice should make.In the first place it would appear to be unfair and harsh to charge her in accordance with the last tax rate i.e.18 per cent of $26,500.I am suggesting after talking ,. PEAqOCK,KELLER 8r.YOH E Clyde G.Tempest,Esquire William H.Yohe,Executor -2-January 29"1970 to John Hana,Clerk of the Orphans'Court,that we enter into an amicable agreement with Mary Alice that she pay approximately 20 per cent of the tax i.e.$800 to $1"000;certainly no more than the percentage resulting from this ratio:$26,500 (value of transfer) $98"000 (taxable amount) Of course"she should pay the entire 6 per cent on the state inheritance tax since this is straight rate and she was clearly the re- cipient of a transfer without consideration.These are my thoughts on the estate tax and I think provide a reasonable and fair solution to our problems. By DGY/src r""Very truly y;ours, PEAC\lK.:hLLER &1]~f'\t,('d.Yahe /l YORE •.!,. RALPH W.PEACOCK CHARLES C.KELLER DAVIS G.YOHE REED B.DAY KENT C.PUTNAM ROGER ..J.ECKER LAW OFFICES PEACOCK,KELLER,YOHE a DAY EAST BEAU BUILDING 68-70 EAST BEAU STREET WASHINGTON,PA.15301 AREA CODE 412 222-4520 May 15.1970 Mr.John Rana Clerk of OrphansI Court Courthouse Washington.Pennsylvania 15301 Dear John: I promised to obtain some information concerning the final trans- action with regard to the above estate in disposing of certain shares of stock.Mr.William Yohe.Executor.reports that he has sold the follow- ing shares of stock:1 share American Standard;2 shares Chemical Fund; 4 shares Loan Star Gas;3 shares Penn Central;1 share Wellington Fund. The net receipts after deducting the brokerage commission for the sale of these shares was the sum of $291.74. I believe that you needed this information to complete the Adjudica- tion and Decree. Ve~'y'-truly yours. "'-........" COCK\~KELLER.YORE &DAY " DGY:JF /C011 ~'~~~~~/ y u(N~ 3 (IJ~&wtt!Y1/li,dh.;~ +~ ~V\~.~~-o ~t"It\, .k......, i7'(}O vt/:rto 14()'-0 "v1.-\'I~ I l(l I~~41 >',~ ."~{it "'7 r 1 l" ,~-- .;.... J Q!nmmnUUttu1t4 nf ,tnUBYlnUUiU.}ss.llaa~ingtnlt monntn,. ..."". KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,III the County aforesaid on the 17th.day of Russell Marino June 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 Florence V.Yohe late of Monongahela in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and William H.Yohe the Executor III said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,RUBsell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said William H.Yohe 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 17th. day of June III the year of our Lord one thousand nine hundred and Sixty Bight ..............a~.~~~~:.!.:.;~~_. Register In the matter of the Audit of Account in Estate of'FLORENCE V.YOijE'No.68 _8_3_8 .....19~A.A. ;," .TO THE AUDITING JUDGE: ,.' Enter__O_U_y appearance for__W;,.:..=i,.::l=--l.;..l=.·.;..a..::m~H--:,.·----:·Y=--;o~h,.::e~·~z-"_E_x=--e=--c.;..u-=--..:t=--b=--'y=--:_ .. , .~.. N.B.-Counsel shall,by separate p'lper,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 con'cise state· ment in that regard. ---..~-~.'-.---.,'--_._-'".,.,.-_..-..~.~-.--·<---·":"7~-.-....---,:-;:::::;=~~.=-..::......--::-:::;=-=--..,.~"'_'T""'-~~:__::";'":"".:-::..:::-:-:-;;:-.-::-:._-~---.------:--.-'..,"..:_.,c...._,;~"'_••.,_'0.~__•__••..::...::;;.:.'••:....::""'='-.:''''',.._'0''.--..c"1 ''Vd ··O~NOL')NIHS9'A\ S"llll~;10 U31S1D3U ONltjVl#~113SSmJ €~'6 UV '!2 A~~J OL~ 'a"3ll j .......,. iI~~ : .., ! ..........!I-'.., i '0 ~i~=J lCO rn t j i:i fn ej!O -I :!<I>».., I 1<:-I =N rn ..... •0 ~"T\a!t:I .., if =..... i ~~= ...'.----~.;..-~"'!f __•. ;';.,.'•..., ,' ,-_'._.........··'A.•_•._~~•.~• ,Or ,.•~ ~-..'V"_,' OF FLORENCE V.YOHE I,FLORENCE V.YOHE,of the City ofM onongahela,Washington County,Penns~lvania"do declare this to be my Last Will and Testament hereby revoking and making void anYI and all Wills by me at any time heretofore made. ITEM I.I direct that all my just debts and funeral expenses be paid as soon after my decease as may be found convenient. ITEM II.By request of my beloved husband,Carl J.Yohe,I leave him nothing. ITEM III.I will,devise and bequeath all my estate real,personal and mixed to my five children,or the survivors of them,Carl Yohe of Seattle, Washington;William H.Yohe of Monongahela,Pennsylvania;Isabella Hinerman of Sydney,Ohio;and Virginia Keibler of Wellington Hills,Hockessin,Delaware, and Mary Alice Yohe of Monongahela,Pennsylvania,in like and equal shares. However,if any of the children have predeceased me it is my will and desire that their children take the parents share as provided hereunder. ITEM IV.I hereby nominate and appoint my beloved husband,Carl J. Yohe,as Executor of this my Last Will and Testament.If for any reason he is unable to serve,I nominate and appoint my son,William H.Yohe,as Executor of my Estate.I direct that neither of the above persons shall be required to post bond in any jurisdiction. IN WITNESS WHEREOF,I have hereunto set my hand this /)-day of I I;1 May,1965. This instrument consisting of one (1)typewritten page,(bearing the signature of the above named Florence V.Yohe)was by her on the date hereof signed,published and declared by her to be her Last Will and Testament,in our presence who at her request and in her presence and in the presence of each other,we believing her to be of sound and disposing mind and memory have hereunto subscribed our nC)..m~s as witnesses.,.' Mary Jane Smith,Notary Public Waahington,Washington County,pa. My Commission Expires 911 1Q7<l ~- .0 eB-~9'"73!!\ffi~ttUit (@f 1fxerutnr (@r !\~mitti!itrtttnr t;tatr of Jruuayluauta,t BB: C!tnuuty of maa~tugtou ~ P all b f h d . d h'Notarv Public . d f 'dersony e ore me,te un erslgne aut Otlty,a .l Ill an or Sal County and State,appeared WILLIAM..H YQHE who,being duly sworn according'to law,deposes and says that he is the executor Xl¥::xulministmtaaxof the estate of ...E!g.r.~.:g~.~y.~XQh.~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...E!g.r..~.:g£.~Y.:.¥9.h.~, deceased,except rea1 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 ite~made by the above named Executor A~MWt. .Sworn and subscribed before me this......J1th.....l-//:'J/£?~~ ......·day.~·;iNO.:v.:e~~.199.I '~~£...:;..<:._..,....Execu r-~P.3C<»X •'0'•••••••••••.. -ADDITIONAL INSTRUCTIONS 1.An.int.ent9ry'must be filed within three months after appointment of personal representative. 2.A sllPIHeJ;h~ntal inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lIttttttttnry auil1\ppraispwrut of the goods and chattels,rights and credits which were of g!9.E~g.£.~...Y..~.x9..h.~late of g!!.y....c?!..¥9..~~~.g::':l:?.~!.~. Washington County,Pa.,taken and made in conformity with the abOiJe affidavit. / REALTY:NONE DOLLARS CENTS PERSONALTY: 45 shares Mellon National Bank and Trust Company 35 shares Monongahela Power and Light 84 shares Lone Star Gas Company 112 shares Chemical Fund,Inc. _,611 shares_Wellington~F:und,Inc. 50 shares Chambersburg Engineering 13 shares Pennsylvania Railroad (Penn Central) 100 shares Duquesne Light 21 shares American Standard,Inc. 170 shares Allegheny Power U.S.Government Bonds,Series :l1E"as follows: 3,577 1,155 .1,984 _2~400 8,651 1,812 1,105 2,850 819 3,612 50 00 50 72 76 50 00 00 00 50 .,. FACE VALUE $100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 50.00 100.00 500.00 DATE OF BOND Jan.1944 Jan.1944 July 1944 July 1944 July 1944 July 1944 Jan.1944 Jan.1944 Jan.1944 May 1945 Feb.1942 Jan.1944 160 12 160 12 157 48 157 48 157 48 157 48 160 12 160 12 160 12 77 48 169 56 800 60 l _ FLORENCE V YOHE........................................................A . Inventory and Appraisement \' ~ ~.,; u .,) .-' ) IN THE ESTAT..E _OF .J Filed :.., ..:: -, ...~- ,) ""'9 ..; 19 . ~ ,-:."",\c'),, "V •# ,,,-,~j ',- ,J .J ,) :....:.,. :'f -. '. l. FACE VALUE DATE OF BOND AMOUNT $50.00 May 1945 $77.48 100.00 June 1945 155.48 100.00 June 1945 155.48 100.00 June 1945 155.48 100.00 Dec.1945 154.12 100.00 Dec.1944 158.00 100.00 Jan.1944 160.12 100.00 Jan.1944 160.12 100.00 Jan.1944 160.12 100.00 Jan.1944 160.12 100.00 Jan.1944 160.12 100.00 Jan.1944 160.12 25.00 '-Sept.1942 42.02 25.00 Sept.1942 42.02 50.00 ~Feb.1943 82.68 25.00 April 1943 41.34 100.00 April 1943 165.36 100.00 June 1943 165.96 100.00 July 1943 162.72 100.00 Sept.1943 162.72 Additional Stock: 100 shares Philadelphia Suburban Water Company,now Philadelphia Suburban Corporation 60 shares North American Rockwell NOTE:All stock values furnished by Reynolds &Co. Cash from Carl J.Yohe Estate Western Pennsylvania National Bank -Checking Account Certificate of Deposit -Western Pennsylvania National Bank,dated January,1963,at 4% Accrued Interest Certificate of Deposit -Western Pennsylvania National Bank,transferred to Florence V.Yohe in settlement of the Estate of Carl J.Yohe,but consisting of her share under the estate of Carl J.Yohe: Certificate No.70659 Accrued Interest Certificate No.70658 Accrued Interest Certificate No.70660 Accrued Interest Prudential Insurance Company of America,Policy No. 4592208,issued on the life of Carl J.Yohe,deceased, and payable to Florence V.Yohe,widow,in 60 monthly installments.Monthly payments amounted to $208.54. Received by the estate,3 installments at $208.54 and one installment of $51.30,plus a lump sum payment of $9,338.79 2,150.00 2,260.20 2,699.86 1,645.89 1,000.00 218.96 8,000.00 405.00 1,000.00 50.63 1,000.00 50.63 10,015.71 --------------- ,. 'J II ..• Miscellaneous household articles TOTAL 1,000.00 $64,625.10 .,, .. I I .....• • ,/~,tC5S,E"It .MARftf.J'O' REG/iS fER ,ali'"WILts:~~A~SMllNG'lo:t~GO~~PA~ .... ~ -~~~0 "Xj t.zj t3 \},),• t-t (J) Q I-t ....~\:::0 ~:zItx:1 t.zj ):-~z ~0 0 ~~ tJ:j "Xj tJ:j \t;;<:):-ro~• roKl:::0ts:J 0 ):->~H~ tQ~.. i• t-3 I~ ,.:f' TEMPEST&SIMMONS 223 SECOND STREET MONONGAHELA,PA. THE FIRST AND FINAL ACCOUNT OF WILLIAM H.YOHE,EXECUTOR OF THE LAST WILL AND TESTAMENT OF FLORENCE V.YOHE,DECEASED,LATE OF MONONGAHELA,WASHINGTON COUNTY, PENNSYLVANIA The Accountant is charges as follows: PRINCIPAL PERSONALTY To the amount of Inventory and Appraisement filed INCOME PERSONALTY Income as reported in Schedule-"A"attached hereto Total Charges The Accountant claims credit as follows: Administrative Expenses,Preferred Debts and Other Debts and Taxes,as shown in Schedule liB"attached hereto Balance for Distribution $64,625.10 $3,239.38 $67,864.48 $10,486.58 $57,377.90 SCHEDULE "A" INCOME PERSONALTY DIVIDENDS RECEIVED FROM STOCK: Names of Date Amount Stock Received Duquesne Light Co.7/1/68 $41.50 10/17/68 41.50 1/3/69 41.50 4/7/69 41.50 7/11/69 41.50 10/3/69 41.50 12/29/69 41.50 $290.50 Monongahela Power &Light .7/1/68 42.00 1/3/69 43.75 7/1/69 43.75 12/29/69 43.75 $173.25 Allegheny Power 7/1/68 51.00 10/17/68 54.40 1/3/69 54.40 4/7/69 54.40 7/11/69 54.40 10/3/69 54.40 12/29/69 56.10 $379.10 Wabco 7/7/68 4.88 7/7/68 59.38 $64.26 Wellington Fund 7/7/68 67.21 10/17/68 67.21 1/3/69 348.27 4/7/69 67.21 7/1/69 67.21 10/13/69 67.21 1/7/70 73.32 1/7/70 244.40 $1,002.04 Chambersburg Engineering 7/7/68 18.75 11/15/68 18.75 1/3/69 25.00 TEMPEST Be SIMMONS 2/10/69 18.75223SECONDSTREET5/23/69 18.75MONONGAHELA.PA. 8/21/69 18.75 11/10/69 18.75 $137.50 INCREASE OF "E"BONDS VALUE FROM SALE Inventory Value Selling Price $5,159.74 5,499.57 Increase $339.83 INCREASE IN VALUE OF CERTIFICATE OF DEPOSIT DATED JANUARY 1963 2DERIVEDFROMSALE Inventory Value Selling Price $1,218.96 1,319.34 Increase $100.38 TEMPEST 80 SIMMONS 223 SECOND STREET MONONGAHELA.PA. Total Value of Dividends and Increase in Inventory Values from Sale of Bonds 3. $3,239.38 SCHEDULE "B" ADMINISTRATIVE EXPENSES: Executor's Commission -William H.Yohe $3,000.00 Attorney's Fees: Davis G.Yohe Clyde G.Tempest $1,800.00 1,800.00 $3,600.00 TEMPEST &SIMMONS 223 SECOND STREET MONONGAHELA,PA. June 17,1968 -Russell Marino, Register of Wills Probate Will June 17,1968 -Guy Rogers,Deputy Register Probate Costs June 18,1968 -Washington County Reports Advertising Letters July 16,1968 -Daily Republican Advertising Letters Nov.10,1968 -Russell Marino,Register of Wills Filing Inventory Nov.10,1968 -Mary Jane Smith Notary Fees Dec.15,1968 -Russell Marino,Register of Wills Filing Account Total PREFERRED DEBTS: Aug.19,1968 -Monongahela Memorial Hospit a1 Aug.19,1968 -Dr.Howard W.Gadd Final Doctor's Bill Oct.9,1968 -Kurtz Monument Co. Grave Marker Nov.15,1968-Bebout &Yohe Co. Funeral Bill 4. $ $ 28.50 15.00 12.50 12.50 6.00 4.00 18.00 $6,696.50 39.00 66.60 380.00 3,270.00 $3,755.60 ..... OTHER DEBTS &TAXES: Florence V.Yohe Estate, Income Taxes Paid for 1968 Personal Property Tax $4.34 30.14 'TEMPEST &SIMMONS 223 SECOND STREET MONONGAHELA.PA. Total Items -Schedule "B" 5. $10,486.58 ••••0 •••••••••••• 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. Washington County Reports · :\XI)jC~~U \~Washington,Pennsylvania3/-(PUBLISHED ElY 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 OF PENNSYLVANIA (88. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publis11ed 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 COUNTY 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: ..............~~~~?.?..!.~.?..~.~. July 4,11,1968 that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of,hi.,ffid,,;,"",h,'l2;r;;;d'h""'"(trH'''',",,~,'ru,. /_&'f..--,--",-,--J5{l"/.,,;,,}r--/"_-'-'__'./C---£~ Sworn to and sUbscrib~re me this '~~ 11th.July ~::~~:~~- Washington,Washington .Co.,~-'J •-~••• My Commission Explr,es November 1,1969 ~F.~·"'-Y-O-H-E-,-F-L-O-R-E-N-C-E-V-.-,-D-e-c-'d-.----.(':,:~ Late of Monongahela,WaShingtonCounty,Penna. Executor:William H.Yohe.1260CountryClubRd..Monongahela,Pa. Attorneys:Davis G.Yohe &Clyde G.Tempest,223 Second St.,Monongahela, Pa. THE DAILY REPUBLICAN MONONGAHELA,PA. 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 }ss: State of Pennsylvania Personally appeared before me,a Notary Public in and for said county and state, p_e_aJ~l Th_Qmp__SJ:)J:t_,who,being duly sworn,deposes and says:thaL S_he is the J:!Q_Q_kk~~te.p~rr---------of The Monongahela Publishing Co.,a Pennsylvania corpora- tion,and its agent in this behalf:that the said company is the publisher of The Daily Republican,published daily except Saturday and Sunday,having its place of business at Monongahela,Washington County,Pennsylvania;that the said Daily Republican was established in the year of 1846;that the printed notice or advertisement,attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said newspaper in its regular issues on.the following dates: _______________________l:g!l~?J.t----~~-L--J:l,1.Jy 5_'-19Q~. . _ ________~c E_~_ta.,_t~Q_f F..l_Qre_nC_e.__y_..Y.Qhe _ that the affiant or the corporation in behalf ~f which ~h~------is acting is not inter- E!sted in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time,place a~racteJ of.ublication are true.----------..---..---..---------w.~--:--.-------.--------..--.---.--~.----.------------..-------------.---..-- 196 ~J1·REID DOUGHERTY,Notary PUblic MONONGAHELA,WASHINGTON co.,p,," My Commission "pileS July 29,1968 .... ~-'l;~M(rt;s.m(~l ESTATE NOTICEEstateofI'lorellclil;y.X~lI.·de-iceased,late of Monon'ahe1.a,~...h·;inrton County.Penna..Letters Testam~ntary -upo~theaboveestatehavm.'been granted . I to the undersigned,notice is hereby I\given to those indebted thereto to.make immediate _payment,and to\those having claims or demands topresentthemforsettlement.I William H.Yohe .. -1260 Country Club Road.Monongahela,Penna. I Davis G.Yohe and!Glyde G.Tempest.Attorney. 223 Second streetMonongahela,Penna.-June 21,28;July 5,1988 STATE OF PENNSYLVANIA, WASHINGTON COUNTY, \ The within named Accountant be'ing duly sWorn according to law,depose and say that the above account as 1tated is true'and correctas b.e.L verily believe,S i\ Sworn and subscribed before me this.....2.3r.d.•..... <day Q,f ..'.,~:..J~.J;!~.~};y..............19§.~. I G.ORIA RICCI.NOT,Y UBUC MONOil(jr\HdJ\,WASHINGTON COUNTY Nil vVly"v"~~IUli tXt-'IKt:>JUNE 16 •1973 Member,Pennsylvania Association ofNotaries Wa1shington County,ss:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs thereolH led to No"-3-':.1()~_?____~ Witness my hand and offiCial 'seal thls ___ . ~A.1\1() dOYOf ..ll.~~: Register of Wills ....~0...,oii=I .u:;j 0 ~i<)0,~i <)~Q): Xi ~!~i ~.i.~r;..::t:~i0~::t:i I i J.i;l ~IEo< ~~. Eo<:>.:UJ.::t::~J.i;l ~C)~:z(i ~H: ~~...:Ii3...:I, •.~Hirz..~i 0z .. t, I .;;.. F.fLFn1_-.h·_l~1 RUSSr:1.::?INO REGI(;T(~D t\t:\MiL'I::.......l '",..1'\\1'1 j ~;::.....~ WASHlN8TON CO.•PA. ...,.... :;joo .~ ~' "\ ~ !I"'~....-,,1 '" ",; I ~.' t)' ',~ ~ • The Court is respectfuIly requested to determine proper distributiol'1 in this estate, - I I I ESTATE OF ~n t4t atnurt af atammnn Ifhas af lfas!Jingtnn ataunty, .lftuusylttania,'OOrp4ans'Q!nurt J3ittisinn No.,_~6:L.3·..:;:6:..:::::8...-:.8~3c:8:.-..--_ Florence V.Yohe, deceased. In the matter of the Fire t and Finel Account of William H.Yone ,Ex.ecutor ADJUDICATION AND DECREE And now May .:2 t!)19-2Sl.,this matter came on for hearing, audit and distribution a't this session and testimony taken;'and thereupon,upon due con.sideration there:f the balance for distribution in the hands of the Ac.countant.isdeter~l~ed to be, $'26,955..03 "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 Balance per account~1 Addi tiona,l credit asked at eudi t·422.87 $57.377.90 58.50 123.78 $56,772.75 4379.0y. $52,393.71 Balance "---_-'-__'_;J ....::(:.,.._'-'--_- Deduct Clerk's Costs &Receiptsi'-'"--:'---_ Attorney Tempest &Simmone and Davis G.,Yohe Lose on conv~~8i~n of o~~shares of sto~k ,- ~.y t Internal Revenue Serv1ce~Federal Estat!J,Tax~ credit to be taken by the accountant for'funds advanced prior to distribution by the 90urt, ,e '.< William H.yohe~.Exeeutol:-,reaward for contingen Federal Est~~,e r~x•.:,Wh~n the tax is f~tl!'s~tt ed andtb.e 8ccq~n~an.ts liapility ceases,~IlY balen e'.' of the "reaward to _follow the decree oft'distribu ion herein ma4e,aS,it rela~es to the distribution t th~:residue ,a~d"the proportionate shar1's therei and no furtn~r fQrma1 accounting of this amount to the Cou:rt shall 'be necessary,:."'1000.00 •~~•••j r<.'• Russell Mari~q;.'~g~rtt~transfer inherit~ge:'Uii;$4.i~~:~I In~~r~st fr?m "9-9-69 to 5-29-!q~,: 10 ••o.~.'t '~. Contribution~by,tran9f~rees,joint ten~rit~an<\. possessors Of.titletof1s~ets generally known e non-probate assets included in the total of Fed Estate tax qomputation,',md equitably prorEtted i the fol10wirlg~'~m9Unts:-!';::,' William H.Yohe,$4978.42 for $,-22J~18 Mary Alice Yohe,$39,096.24 for 1752.68 Judy Yohe ,$40.16 for .'r 1.80' Sandy Hinerman~,$195~12"ror b 8.75' Ginny'Lee Keib~~r"$117~~4 for 5.27,: Virginia Yoh~.I.<efP1er,,$330.20for ,.14.8Q Isabella Ruth,Hin~~an,$330~20 for 14.80 I Carl Yohe,Jr~,'$1~9.56 for 7.60 ther reI .'. " .. ~-........, t N ,', I., 0 ~ .....~W :l Z '. n ...,.p 0'0 :r i c CD i '\:J 3 0 -+ .....'0 0.........':I: ~ CD ~ ., ~ 0........,. = :rCD =~ uerf'l) Sf'l) ,.. •j "f • 1,•4~· '.., , "•"'j " ,., .. ,. ..'.'" .r '" \' -,' " j 4',••~ -.' ..) •t ..,t -. ,., Carl Yohe,son,1/5 residue, William H.Yohe,son,1/5 residue, Isabella Hinerman,daughter,1/5 residue, Virginia Keibler,daughter,1/5 residue, Mary Alice Yohe,daughter,1/5 residue, 9775.6 9775.68 9775.68 9775.68 977 .68 No balance NOTE:Included in the above residue for distrib tion are the following assets,held in kind and distributed as s ch at th appraised value and in the proportionate shares as set fo th there'n:- ~5 shares Mellon National Bank &Trust Co. 35 shsres Monongahela Power'and Light 80 shares ~one Star Gas Company, 110 shares_Chemical Fund,Inc., 610 shares Wellington Fund,Inc.50 shares Chambersburg-Engineering 10 shares Pennsylvania Railroad (Perin Central) 100 shares Duquesne Light _ 20 shares American Standard,,Inc. l70shares Allegheny Power .100 shares Philadelphia Suburban Water Company,ow Philadelphia Sub.Corp. 60 shares North American Rockwell.,. --~ ..',! .. -t ~, I' .,.,>,. ...~"',~1>~,('".\ .1 r . t' Z'9' [";l"J (~... -' '" " ,~~noC,,;-'.'::l. o.-... .~.I f " ~i • o-... -, .'. '. ,. ,»> ty. i.....\ ,~. ~'. ~' ;: ,..., .",a Lll _J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHAN'S COURT DIVISION IN RE:) ) ESTATE OF FLORENCE V.YOHE,) Deceased.)No.68-838 AFFIDAVIT CONCERNING ELECTIONS TO TAKE IN KIND COMMONWEALTH OF PENNSYLVANIA) )SS: COUNTY OF WASHINGTON ) Before me,the undersigned authority,personally appeared William H.Yohe,who,being dUly sworn according to law, deposes and says that each of the heirs and legatees in the Estate of Florence V.Yohe,Deceased,namely,Carl Yohe,William H.Yohe, Isabella Hinerman,Virginia Keibler and Mary Alice Yohe,have greed to take the following shares of stock at the inventory value as stated and the odd shares are to be sold and said proceeds dis- I 'b d't h~rI ute In prora a s ares. The stocks to be taken in kind are as follows: 9 shares Mellon National Bank and Trust Co. 7 shares Monongahela Power and Light 16'shares Lone Star Gas Company 22 shares Chemical Fund,Inc. 122 shares Wellington Fund lD shares Chambersburg Engineering 2 shares Penn Central 20 shares Duquesne Light 4 shares American Standard,Inc. 34 shares Allegheny Power 20 shares Philadelphia Suburban Water Company, now Philadelphia Suburban Corporation 12 shares North American Rockwell $715.50 231.00 378.00 471.44 1,727.52 362.50 170.00 570.00 156.00 722.50 430.00 452.04 TEMPEST Be SIMMONS 223 SECOND STREET MONONGAHELA.PA. SWORN to and sUb;~edbeforemethisday of ~arch,1970.' ETHEL R.BARKEY,NOTARY PURit!;' MO~:ONGAHELA.WASHINGTON COUNTY MY COMMliSIGN EXPIRES APRil 9.1973 Member,PennsylvaniaAuglliatignifN.III1U .6,~V·f2AVIJ DL.'.:~".:',.'~.'.to',""J "", !,'1......::J",.. II '\I'd "00 N01DNIHSvM,S1,1J~-cl:O~:iU;.s'W;3.H:·\"""',"',,.', ONnJ'v'ty 113SSntt 'INRE: ESTATE OF FLORENCE V.YORE,Deceased AFFIDAVIT CONCERNING ELECTIONS TO TAKE IN KIND IN THE:COURT OF'COMMON·PLEA OFWASHIl';{G'l';ON .COUNTY, PENNSYLVANIA t\nn11 AU Ll'",......hn""."1'....1''\'1'T l"'T ....,..T . ~) j' I; -~ r' t f; ......' Form RCC-33 . RESIDENTrDECEDENT" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~UREAU OF COUNTY COLLECTIONS COUNTY OF·WASHINGTON .IMPORTANT:This return must be completed in detail and filed in duplicate,'with will attached,with the Register of Wills of:the County,where depedentresided;Return is due within one year after date of death,unless'an extension ,is granted by the Secretary of Revenue.(Section 703 of .._the .Jnl)erit~nce_.~n!l..E.~t~.te .Tax\A,ct.of'l!Hil.) .IN'THE~MATTER OF THE;'ESTATE'OF } FLORENCE V.YOHE ,AFFiDAVIT OF ··············~········,·~~::~g···..·~·~~~~i·..;~~..·~i·:d~~~~t')""'''''''''''''''''''''''''''''''''''''''':''''''''''''''''''',.:=~ Late ,of,..,..................................................................................County . Stante.of _J~~:::~~::~"""__""~}ss: Co nty.of;. William H.Yohe of'the estate'of 'the'above-named'decedent 'being duly sworn,depose and say .............................Executor ......19..6...8 rtestate leaving a last ~ill,copy of which is hereto attached.,} (Day).(Y..ar)Lintestate.. Decedent':dJed J:lJ.n~9... (Month) N'Bme and address of attorney or}Clyd~'G~..T~mp~st~.S~cQnd.&..C.h.~S.s St.r~~t.s.MQnongahela •....Ea . other authorized representative to . whom all correspondence should be DavisG.X()11~.2Q2W~§tlVIai.Il$tT~~t.JVI()P.()P.ga.h~1Cl,•.::pa.L .... mailed. That as stich'l.!!.~.~.g}.IJ9..:r.~~deponent is familiar with the affairs of said estate and the property con- . .(Ex"<:lItor·Adminiatrawr) 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.orin '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 INSTITUTIONINWHICHDECEDENTRENTEDASAFEDEPOSITBOX None THIS SAFE DEPosiT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO_DECEDENT That the contents of said safe depo~it·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 l1ereto anq made part·hereof sets forth full v.and in"detail all the real property in the Commonweal thof PennsylvlYlia 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'mortg&-gee,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 propertywheresover 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 ~redit 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 deceden~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 Uni ted 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,norses,carriages,automobiles,boats,and any and all o the'r'personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated market"value thereof;all bonds and mortgages neld by decedent and of all clai~s due and owing decedent at-the time of death,and all promissory notes or other ihstrumentsin 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'fairmarket value thereof,and if such estimated fair market value be less than the face value,it'sets forth briefly the reasons for such depreciation'as to each item;all moneys payable' to the'estate'from life insurance policles carried by decedent;all annuity and endowment contracts the p:roceeds 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.· ~~················..···(E;;;~t~;:·..·4..~;:.....·..·····..·..·..··· ·:i·_..· 1.~.Q.O'c..Q.1J.n.t.r.y C.ly.1?B.Q.9.,~l _.._.. (Street Number) Monongahela,Pennsylvania 15063....................................................................................................................................... (City or Town and State) .. In the.case.of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the"date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.·It should also set forth in itemized form,together with the fair market ,v:alue 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 answ~r to.each inquiry contained therein and in the case of transfers ofproperty,real or personal,within twoyear&of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or 'enfo~ent 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 ~ach 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.e~IlY, of the deed,trust agreement or other instrument creating the trust.Ther~is also set forth in said schedule a list of all property,real and personal,with 'its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- m.ent v~st~d'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~ That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and re~ati~nship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fUlly and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including fUneral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fUdiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of ..'"..death;taxes accrued.charge.able for period prior to decedent's death (except.those,allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules"A","B","C","E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this .. ;~..=,.!.1,h ~fN9Y~m!>~T.;..:.19 6.@ . m~".e."''==r ~. ·<....•..·"......•..·>=:~·1n9 Smith,Notary Public Washington,Washington County,PI. My Commission Expires February 28,1973 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, securi ties 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. J RC(:-34 (1-64~, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE' BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE lIA" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated volue should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be (1)(2)(3) described by lot and block number,street and street number,together with DEPARTMENTageneraldescriptionoftheproperty,with 0 reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH hi this spoce)to be listed on Schedule "Fit and must not be deducted from this schedule. NONE ,. Insert this totol opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. SCHEDULE "n" PERSONAL PROPERTY COMMONWEALTH OF PENNSYLV~NIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT , RCC-35 INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and fUrnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate o~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 ESTIMATED VALUE MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) 45 shares Mellon National Bank and Trust Co. 35 shares Monongahela Power and Light 84 shares Lone Star Gas Company 112 shares Chemical Fund,Inc. 611 shares Wellington Fund,Inc. 50 shares Chambersburg Engineering 13 shares Pennsylvania Railroad (Penn Central) 100 shares Duquesne Light 21 shares American Standard,Inc. 170 shares Allegheny Power , 1\- 3,577.50 • 1,155.00 • 1,984.50 • 2,400.72 • 8,651.76 • 1,812.50 • 1,105.00 . 2,850.00 • 819.00 • 3,612.50 . V.S.Government Bonds,Series "Ell as follows: FACE VALVE DATE OF BOND $100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 50.00 100.00 500.00 50.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 25.00 25.00 50.00 25.00 100.00 Jan.1944 Jan.1944 July 1944 July 1944 July 1944 July 1944 Jan.1944 Jan.1944 Jan.1.944 May 1945 Feb.1942 Jan.1944 May 1945 June 1945 June 1945 June 1945 Dec.1945 Dec.1944 Jan.1944 Jan.1944 Jan.1944 Jan.1944 Jan.1944 Jan.1944 Sept.1942 Sept.1942 Feb.1943 April 1943 April 1943 160.12· 160.12 • 157.48 • 157.48' 157.48· 157.48· 160.12 . 160.12. 160.12 • 77.48 • 169.56 . 800.60 • 77.48 • 155.48 . 155.48 . 155.48 . 154.12 . 158.00 . 160.12 . 160.12' 160.12" 160.12- 160.12· 160.12, 42.02 . 42.02 . 82.68 . 41.34 . 165.36 . Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return. SCHEDULE nB"-Continued Itern . No. ITEM List and describe fully UNIT VALUE ESTIlYlAl'ED MARKET VALUE .DEPARTMENT VALUATION FACE VALUE $100.00 100.00 100.00 Additional Stock: DATE OF BOND June 1943 July 1943 Sept.1943 $165.96- 162.72· 162.72 • 100 shares Philadelphia Suburban Water Company,now PhiladelphiC!-Suburban Corporation 2,150.00 • 60 shares North American Rockwell 2,260.20 • NOTE:All stock values furnished by Reynolds &Co. I Cash from Carl J.Yohe Estate / / 111)// Western Pennsylvania National Bank -Checking 1(1:1 Account t Certificate of Deposit -Western Pennsylvania National Bank,dated January,1963,at 4%f'r1,// ' Accrued Interest VIV lJ f\ 2,699~86 -~ 1,645.89 • 1,000.00 . 218.96 . Certificate of Deposit -Western Pennsylvania National Bank,transferred to Florence V.Yohe in settlement of the Estate of Carl J.Yohe,but consisting of her s hare under the estate of Carl J.Yohe: Certificate No.70659 4-ccrued Interest Certificate No.70658 Accrued Interest Certificate No.70660 Accrued Interest 8,000.00 . 405.00 . 1,000.00 . 50.63 . 1,000.00 - 50.63·- Prudential Insurance Company of America,Policy No. 4592208,issued on the life of Carl J.Yohe,deceased, and payable to Florence V.Yohe,widow,in 60 monthly installments.Monthly payments amounted to $208.54. Received by theesta:le,3 installments at $208.54 and one installment of $51.3D,plus a lumpsum payment of $9,338.79 .10,015.71 Miscellaneous household articles TOTAL 1,000.00 . $64,625.10 RCC-36 , COM~mNlmALTH OF PENNSYLVANIA TrLiNSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRA.N SFEllS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)1:es (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)..:;.N.;...o-=--__ (3)If the answer to (1)or (2)above is in the affir~ative state: (a)Age of decedent at time of transfer __8 _ (b)State of decedent's health at time of making the transfer.(Note 1).Fair (c)Cause of decedent's death.(Note 1).Cancer of Lung (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)__~N~O~__ (a)Was there a~possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or nO).;...N~o-=--__ (b)What was the transferee's age at time of decedent's death?~~~O~_ (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 th~'property transferred? (Answer yes or no)No (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__N~O _ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others Not required (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 decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)__~N~O~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)Not required NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALUE (Estimated) DEPT.VALUATION (Dept.Only) v~~~oo.00 • ALL that certain parcel of land situate in Mon- ongahela,Washington County,Pennsylvania, known and designated as LotNo.2 in the Plan of Bebout's Sub-Division of Lot No.145 in J.W.Lockhart &Company's Addition to Monongahela City (Plan Book 2,Page 12). Upon which there is erected a brick dwelling house.Being the sameplrcel of land conveyed by Florence V.1:ohe,widow,to Mary Alice 1:ohe,by Deed dated May 6 ,1968, and recorded in the Recorder's Office of Washington County.penn~~i')yeed Book 1277 ,Page 567 ,r'-t;~ 71Ifd;:;~)7~i() ~/)#ld.tWt;#'~ Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. •p'I', RCC-38. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS: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-owners to the decedent. Description of Property,Date of Acquisition,Name I unit Address and Relationship of Co-Owners,and Place ..I Value of Record of Instrument,where Real Estate.! Savings Account No.35568 in Western Pennsylvania National Bank,Monongahela, Pennsylvania,held in the names of F10rence V.Yohe or William H.Yohe Accrued interest date of death Savings Account No.186 in the Pittsburgh National Bank,Monongahela,Pennsylvania, in the names of Florence V.Yohe or Mary Alice Yohe Accrued interest date of death The following U.S.Government Bonds, Series"EJI were held in the names of Florence V.Yohe or Mary Alice Yohe: percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest FACE AMOUNT DATE OF BOND The following U.S.Government Bonds Series lIall were held in the names of Florence V.Yohe or Mary Alice Yohe: $100.00 100.00 100.00 50.00 1,000.00 1,000.00 1,000.00 Feb.1942 Dec.1945 Dec.1944 Dec.1945 Feb.19 55'""~~'''-'<, Sept.1956 AprI11958 169.56 . 154.12 . 158.00- 77.06 . 1,000.00 . 1,000.00 . 1,000.00 . ¥'-1.1 f ?ry,0 (p ']9·00 3 rt.£3 500 00 ~oo,00 £00 DO The following U.S.Government Coupon Bond (2 1/2%),was held in the names of Mary Alice Yohe or Florence V.Yohe 1,000.00 (Contains 7 coupons at $12.50 each)3 cashable The following U.S.Government Bond Series "Ell was held in the names of Florence V.Yohe or JUdy Yohe: $ $ 50.00 100.00 25.00 Nov.1945 Feb.1942 June 1944 1,037.50 • 76.24 ~ 169.56 . 40.16 . 5/~'J5 j~,/J, g'tf.?z Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. ,-, CCMMONWE/\LTH OF PENNSYLVANIA Tni\N~n:n INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E"-Continued JOINTLY OWNED PROPERTY INSTRrCTIOKS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated 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 I unit percentage Estate Address and Relationship of Co-Owners,and Place I Value Share Valuation of Record of Instrument,where Real Estate.! DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest The following U.S.Government Bonds, Series HE1',were held in the name s of Florence V.Yohe or Sandy Hinerman: FACE AMOUNT DATE OF BOND $25.00 100.00 June 1944 May 1945 40.16 154.96 The following U.S.Government Bonds, Series 11Ell,were held in the names of Florence V.Yohe or Ginny Lee Keibler: 25.00 50.00 June 1944 May 1945 40.16 77.48 . The following U.S.Government Bonds, Series l 'Ell,were held in the names of Florence V.Yohe or Virginia Y'bhe Keibler: 100.00 100.00 June 1944 Feb.1942 160.64 • 169.56 • The following U.S.Government Bonds, Series I1E'\were held in the names of Florence V.Yohe or Isabella Ruth Hinerman: '----.-.,__--J 100.00 June 1944 160.64- 100.00 Feb.1942 169.56 . I The following U.S.Government Bond,I I ISeries"E'\was held in the names of I IFlorenceV.Yohe or Carl Yohe,Jr.: I 100.00 Feb.1942 I 169.56 . II I I I III I I I I I III I I I I I Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. j .... l1CC-37 (12-63) nnl:\\t1:\WE:\I.TII OF l'E:"o::\SYYl.:\NlA TRANSFER l:\lIEHlT..\!\CE TAX RESIDENT DIXEDE!\T SCHEDULE "0" BENEFICIARIES I -~RELATIONSHIPBENEFICIARIESANDADDRESSES(If step-children or SURVIVED DATE INTEREST OFStatefullnamesandaddresse~bf aIr who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingeqt or ~t~er-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH William H.Yohe 1260 Country Club Road.~<- MononlIahela,Pa.15063 Son Yes 1/!1th Marv Alice Yohe 910 Lincoln Street MononlIahela,Pa.15063 DaulIhter Yes 1 /!1th Florence VirlIinia Keibler Wellington Hills Hockessin,Delaware 19707 Daugther Yes 1/5th Isabella Ruth Hi In 325 E.North St. Sidney,Ohio 45365 DaulIhter Yes 1/5th Carl Yohe.Jr. ?7~~~~Y'n A,TPnllP ~ Seattle,Washington Son Yes 1/5th Jugy Yohe 2733 33rd Avenue S. Seattle,Washington Granddaug er Yes Joint Sandv Hinerman 325 E.North St. Sidney,Ohio45365 Granddaughter Yes Joint Ginnv Lee Keibler .-WellinlIton Hills l' Hockessin Delaware 19707 GranddC\.uP'hter YeR .TAint >-, " >-,..--- L'_ >-,,- ,"-~ ,- (- (- h Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE j --, ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF (Executor-Administrator must complete "As Reported"column #1.) Y:~'"C!:l::l ·~(1)(1):::l ;;l ~.~",0 ..... :it'::l '"0~;;l e:..8r--'"C '0~:..,~· :.g ~ ~ .:~ ..., ~x~0-~ t'%1 '".....~.....(1) ~..,o'"'" Year D<THE t No. Will Administration" FLORENCEV•.'yOHE.. Deceased Late ofthe.CHy.of..Mon.ong~bel~... County of Washington. Commonwealth of Pennsylvanill REPORT AND APPRAISAL "~{d "'IO:Q Wrol.e'NlflSY'~ :Sllln.,~~JO 031S'I ~:.HlI (OJJ#;rtil·~{t;!~J '·11:1:;S Snt3. I),.*. enc:::~~> :r-)--!:l::l-~:en en en:en ()()():.:.-..?"?"?" k~(')oj ~~~~ ·--- -619 -619 -fn -619 -619 -619 -:co N 'en >:.......m :~'"....,.:z ~ :.......01 'en .0 (1)- :1:\:)'0 ,1:\:):l:S "0 I- :01 b ,01 :(1)Si---..••~ '0 (1):.......:.......c..0 :0 0 --- 'I, -619-619-fn-619-619-619 00 ~,, " E tid ~1 fi01l69, (.'. •."r"i1 ~1'··J.JU.:].~.-J " (,,.'.... (. I),~: .""~: ~.. ...~ "" .:~~.:~~:"'.:.~o~~.•~:0 :1I.::;:-:.0 :''-.:i :-,t-.~~I~a:, :c· >'J: t:I(l)~2"l-.J....-§. ::lr.c.. •f ~1...;. R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIV!SION NOTICE OF FILING OF APPRAISEMENT WILLIAM H.YORE IN YOUR REPLY PLEA.E RI:P'IER TO 37-126-1 In Re:Estate of =-FLO=R;;:;::EN::.':...:C:.::E~V..:..•.....:Y::..O:..:HE="7=--_ ____-::W.;:;A:.=S..:.:HI=.:N:.:.;G:::...;:T;.::O.:.;,N-----County -'File No.63-68-838 Dear Mr.Yohe: You are hereby notified that the original appraisement in the estate of Florence V.Yohe has been filed in the office of the Register of Wills qf Washington County on December 31 ,19~.Said appraisement reflects the following valuations: Re alEst ate _--'--,.:::3;,...l,~O-=1.....:2~.4;:;.6.:...-_ Personal Property 6~·4~··,~6~2~5~.~T~,O~__ Transfers ...;2~6:U,~5~O~O.!..,O:;:;.;O~- Total ,...-_..:.:94::t,;zz.::1;..:3.J..7,:.,.5'-=6:...-_ 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 (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __--=D:.=e..::::c-=em~b::..:e::.::r--'3::.1Lz-=l::..o9:..:6~9 _Signed dP.R.~ Title .VJ.R.CHANEY}C DATE OF DEATH:June 9,1968 Note:This is not a bill. CO....MONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY estate of_Y_O_H_E F_L_OR_EN_C_E V_.DATE OF DEATH_....:6::....-...!,.9_-6::.:8::....-_FILE NO.63-68-838 ,(Last Name)(First Name)(Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E". eM~.~~~flINHE~APRAISER 12-31-69 0'-09-6B Dated:-----==:-~=--7_<_----- REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for___County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) VALUE AS REPORTED VAUJE AS APPRAISED $$----r-:--r-:~-=-=,.-- 94 137 56 VALUE AS REAPPRAISED $-------+-- CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Taxon $~ Tax on $6%0 Tax on $---------4-- nX~$lK Tax on $15% Exemptions * Total Estate ~-- TOTAL TAX COMPUTATION OF TAX $-------4-- $-------4-- $--------4--- $-------+....-- $-------4-- $--1.__ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::~I==== BALANCE OF INHERITANCE TAX DUE $$-----'C·Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $--~---lL- Estate tax paid $--Il- BALANCE DUE $---..11_ Add interest at rate of 6%from ------tto..;..·-----$-----~t= TOTAL TAX BALANCE $----~. PAID $....J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration (No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF FLORENCE V.YOHE ..... Deceased ~ Late of . County of HONONGAHELA .WASBINGJ'OIIJ Commonwealth of Pennsylvania REPORT AND APPRAISAL o. ~I .::. Fonn RCC-2 1-.COMMONWEALTH OF PENNSYLVANIA DATE December 31 1969...................................................................1.......................................... DEPARTMENT OF REVENlJE ..b Washington,RESIDENT INHERITANCE TAX COUNTYBUREAUOFCOUNTYCOLLECTIONS .................................................................................................... HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.........................??..:?..?.:.?.?..?...................................... Whereas,................................F.:.1,9r..~.ng~....y..~....X.Qh.~.............................................................late of .....................................~<???I.1~~.~~~................................... in the County of .......................................W9.<§.h.ingt.Qn..............................................................Commonwealth of Pennsylvania,having died on the ..................................9.....~h.................................................day of ...........................~.~.~......................................69 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,................W..!.R..!......Q.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 Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ REItB.<J1M!LTY: "attached ap prais ement 64,625 10SeecopyofScheduleliBto TRANSFERS: See CODY of Schedule "C"attached to appraisement 26,500 00 JT.HELD: See CODY of Schedule "E"atttached to appraisement 3,012 46 '. I Total 94.137 56 . form~v~~hb~:~:~:,W~~~~I~~:~:;o~~~~~~~t~~ea~r~is":?:R":~ -:/App ser..................,.........,../~.................................~............................................................,....................?~..'(J ................(~(;;~~~)...................................Penna. M~HXX WASRINGT()N County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of FLORENCE V.YORE Deceased. Late of MONONGAHELA Date of Death,J.W1~9-'+.99.$.. Appfaisemel!t Docket Vol.,37 .. Page,.+.g{)~.J,No..9.~§~~?..8... Filed in Register's Office,..D.e.c.emb.er....3119 6.9 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abaut Appra-isement, Appeal f"om Appraisement,. Entered and charged,. -.. .. Form RC (,10-l\.t DEDUCTIONS ALLOWED IN AND AGENT OF THE COMMONWEALTH OFFICE'OF TME REGISTER OF WILLS OF Wash j ngtoD COUNTY STATEMENT OF DEBTS AND DEDUCTIONS MaDan ~hplESTATEOForeI:lce u Yo €l LATE OF g a>e1J.IUY vaInari DATE OF FILING APPRAISEMENT OAT&:OF DEATH June 9,1968 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHEIII 196~ ':i\Q InnAll0-19 101 Memorial Hospital Final Hosni1:al Bill 1\"(T 1 Q l()?n".rT ..:I W r,!lrlrl C;..,.,l n"r+".,.Ic-"Q;11 hh :hn ,0 Oct.9 ,103 Kurtz Monument Co.Grave Marker 380 00 Nov.15 104 Bebout &Yohe Co FlIDer~l "RxneDC::"'C::'<:'J7f1 IfI fI, T"..,o 1 Q Qf.Of.lAT<lc::;hinat-nn rnllnt-v 'R",nn".t-c::,....:I ';c::;n""T,,++,..,.,....1 ?Ic::fI ,'0 T"1"1 f.IQ 7QO n<l;1"'R""n'hl;r!ln 1\;I"""...+;",;..,n-T,,++,..,......12 Iso '7 ,.L ,'0 T"n""1 7 ?f.C::'Rnc::c::",ll M~rinn 'R",rr P".nh!lt-",!lnrl C r'1 Ll C::O .Tnn'"17 ?fl':i\Rllc::c::pll M~rinn 'R",rr 'R!ll!lnr",nn T",t-t-",,,.c::1 Ll Inn Tnn""1 7 --r::ll'\7 'Rnrr",,,.c::n",nllt-v n ...,,'h.,t-o r'r.c-+c-1 L IrI rI,~.L --. 196~ Nov.10 Russell Marino Filing Inventorv h 100 l\Tn '\7 1n M!lrv .T!lnp Smi t-h l\Tn t-<I "."C ""0 c::A 1(\(\ IV Dec.15 Russell Marino.ReQ".FilinQ Account lR I() () n""r 1 c::n!l~TTic::r::Ynh",At-t-n".n",'\7 p",,,,c::1,Orlrl rIrI Dec.15 Clyde G.Tempest Attorney Fees 1800 00 Dec.15 William H.Yohe Executor's rnmmic::siOD <:Oflfl ,fIfI (IfLu",>l r~/1';:,~~J/1X ~'ir''>'0 (f~f(;:..;/ktJ~7A..-.;2)'-~,/ TOTAL __I .."10 COMMONWEALTH OF PENNSYLVANIA }sa:,',,~ COUNTY OF Washington.,Wjlljam H vnhp HEREBY CERTIFY.THAT.TO THE BEtiT OF MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E SfATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF FloreDce V.vobe .oECEA.~DEDUCTIONS.POR INHERITANCE TAX PURPOSES.~~~~:;A d/(L.S.l SWORN AND SUBSCRIBED ~~RE ME THIS ,7'DAY 0,;William H.Yohe ,:/ ~~~~.•I,h"...18..6.9...-l , ../7Y~-I a..../~.A"/A--(./ Notary Public GLORiA RICCi.NOlill(Y 'UOl-lv MONONGAHt.UI.WASnlNGTON COUNTY MY COMiVli~,);U"eM "'"JU"E 16.19.73 Member,Pennsylvania ASSOCiationof Notane$ r--- II.--.... 710 J~~26 Pit 3 30 ~U5SELl MARiNO RECISTEH OF WILLS WASHINGTO~1 CO.,PA, .....' "/,. "r Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 949074 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No.63...68-838 .Au.gust 12,19-!.8Date WASHlNMO.tOfficeREGISTEROFWILLS.Pa. WASHINCTON County,ss:Received from liilUam fl.}folie,••yiftgOft XIld.Wab. (E~~_~~~fthe estate of m.oBBN'CPl V~YO'KS who died June 9,19 08,the sum of WO mlNlUmft SIIU-Nnl8 allC 76/100 ...J;lollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on $5%$ Date Valuation $Tax on $10%$ $Tax on $4."2.I$J •2!X$2&3,96 Total $Tax on $15%$ Personal Properly Exemptions *$ Date Valuation Jto Held 4,732.62.Total Estate $ $283·~96BaokAcct.$Total Tax $ Total $4.'32 .152 Less Tax Previously Paid (if any)$ Total Gross Assets $Balance $ Less Debts and Expenses of Less five per centum of tax if paid 14.20Administration$within 3 months after date of death $ Clear Value of Estate $Amount of Estate Tax Assessed under Valuation of Life Estat~s or Annuities the Act of May 7,1927.$ Date 19_·_$Add interest at the rate of ~19__$from Estate Tax Assessments to $ Date 19__$Total $269.'619__$*As evidenced by Charitable Exemption Certificates issued by the Secretary of NOTE:In accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended the life tenant or tenant for years,as evidenced by this receipt,it is understood that the Com-by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302.monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthehfetenantortenantforyearswheneveritappearsthatsuchadditional SEALtaxmaybelegallydueandcollectibleforanyreasonwhatsoever. /l')·1~·~1JTmO [pJ[LO ©£lYrE 31-126...1 l:A14-tP",t'.ltl/'rl .4.,'1,(" NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in numerical .0~J~egisterOfWllls sequence for auclit purposes.'00'[~s.E55 FORMS.INC.,ELMIRA,If.Y. J FORM RCC-4-RI 1'JIANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT DocketL..--a3-.f1-1:Page 126 Jjne'--:l....---_ omCE OF REGISTER OF WILLS SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 RUSSELL J2ARINO Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate re-ceipts for taxes paid to them by executors or adminis- trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills," Fill in below Dame and address of person to wholll tax receipt is delivered: f:1tLHA1,:R.!l'OS 1260 COmlY CLUB ROAD L 15063 ..J Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 949073 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No.63-68-838 Date August 12 19 68 WASHINGtONOHiceREGISTEROFWILLS.Pa. tfASHINGtOlJ County,ss:Received from MatT Alice Yane.Paying on Ind.Llab. .~of the estate of PLOtUmCB V..'101m who died June 9 19 6~the sum of ftiO mnmnBD flmtflY-TmmB and 53/100 .......Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of.TClfC Real Estate Tax on $'5%$ Date Valuation $Tax on $10%$ Tax on $3.921.58 6%~$23~..29 $ Total $Tax on $15%$ Personal Property .Exemptions *$' Date Valuation Jt ~Ueld 3,921.S8 Total Estate $ $23~_29 Dank Acct.$Total Tax $ Total $3,921.58 Less Tax Previously Paid (if any)$ Total Gross Assets $Balance $ Less Debts and Expenses of Less five per centum of tax if paid 11.16 Administration $within 3 months after date of death $ Clear Value-of Estate $Amount of Estate Tax Assessedunder Valuation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at'the rate of %\ 19__$from Estate Tax:Assessments " to $ Date 19__$223.53Total.$19__$.*As evidenced oy Charitable Exemption Certificates issued by the Secretary of .NOTE:In accepting the transler inheritance tax on future estates prior to the death of Revenue under'Act of May 28,1956,P.L.1757,effective June 1,1957,as amended the hfe tenant or tenant lor years,as evidenced by this receipt,it is understood that the Com-by Act No.381,approved July II,1957,and Act No.207,i961,Section 302.monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantloryearswheneveritappearsthatsuchadditional SEAL"tax may be legally due and collectible for any reason whatsoever.l~vueU~IYOOD [P)[LD @£IY[E 31.126-1 NOTE.This Tdplicate Receipt to be retained by the Register of Wills cmd filed in numerical -t!!er of Wills sequence for audit purposes.MOORE BUS ESS FORMS,INC.,ELMIRA,H.Y. / FORM RCC-4-RI TlIANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket~~3~1~~Page 126Jjne,_1=,__ Estate oLf_':=.FLO.!!!!!:'::.RE~'=N:;:.::CE~'::..l.....!:V-"'.'--y=O=Im='=-_ omCE OFBEGISTER OF WlLLS ___-'If.=I\:ustflU,.U1I"",NCI:>:'',.m=N~~.,..,'__-",Po. Date,__-,='::.::::U:s;a&U=st::....:::.-..::::l,;;::,,2__19 G8 SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 llegister of Wills 1201 (g).Act 01 April 9.1929.P.L.343.as amended.viz:-"To receive from Registers 01 Wills all duplicate ,re-ceipts lor taxes paid to them by executors or adminis- trators and to'charge the Registers receiving the moneywiththeamountreceiptedlor.The original 01 each suchreceiptshallbesignedandsealedbytheRegisterof Wills and transmitted to the executor or administrator.whereupon it shall be a proper voucher in the settlement01theestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegister01Wills," Fill in below name and address of person to whom tax receipt is delivered; }lISa i.BY AtICBYOliE, 910 LINCOJ.N &TRlmT To---...,....-----~----------- L 15063 -.1