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HomeMy WebLinkAboutOC1968-0854 - ESTATE OF MCWILLIAMS--_.---.------------------~--------------..., /Testate Form PETITION SU R'AU DIT ;"~IN THE ORPHANS'COURT OF WASHINGTON COUNTY Estate of A~1'r.A..JJ.•...~~W:.t11.~.I ..~.Ik..f.~_.._. .................~.~.'r.4 ..~!••J1~RJ.:~~J.:~,_.._ . Deceased N0~:.·...63-.;68..854.·······.....·.--·····················.,..v Fiduciary-..MARTE _McW.lLLIAMS.,. Executrix Date of Date of Decedent's death J~m~..PJ..J~~~Grant of Letters...J~~~..J9..t..J~.~.~.. ., This is the .F..ir.s.t...an.c;l....F.inal ,,a5=count filed in this estate If there have been former accounts filed in this'estate,list file number or number and term~. Election to take Under or Against will.(cross out one) NOT APPLICABLE Date Election Place of; Filed Record ,--. Name of surviving spouse D~s;.e.a..s.e4..:~Q.i.e.4...F.~:b.t'.v.~t:y...26.1-..l9.6.8 ~___ List issue,where material: Did decedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate) nx No.If answer yes,name them _ _.._ . .,--_--_____-_._--__---_---_--__--_.__-_--___-------------------_._.._--------__-------------._--. Legatees EARL McWILLIAMS THOMAS EARL McWILLIAMS KENNETH DREW McWILLIAMS Relationship Husband Son Son Interest 1/2 residue 1/2 residue Fiduciary,if deceased or not sui juris DECEASED List,if exceptions to above: If partial intestacy,give facts: Adeemed:Revoked: NONE Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)receiv~dwrittennotice of the filing of the account and of call'of audit?Yes.mx - If any exception give cause:. File copy of Notice and date of mailing ~~g~~!:..~g.t ..J~}}. Is estate subject to the filing ofa Federal Estate Tax Return?~~. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $NONE . If the Will makes any porfion of estate subject to a life-estate,give name and birth date .of life tenant . NONE.._-___._-_-----_._--__-------__--_-___-__-------':'-_--------_.-.._-_._-------- 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: Total additional credits (Subtract) Balance for distribution $~.~.'.9.9.9.f.9.9.. $~__.O__~. $..._."'...O..!'!.••••••••••••••••••••• $l5,OOg.OO.........__.._-_--_-. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value>; 1 1/2 Acre situate in Chartiers Township,Washington County,Penna., known as 536 Ridge Ave.,Canonsburg,Pa.,upon which there is erected a ranch type dwelling,inventoried at $15,000.00 ",6 ---------~---_._-~---~-~------~~--------....,..-~-----......----------.. If Family Exemption claimed by Petition,give place of Record:. -If Family Exemption is claimed at audit,give name,relationship and basis for Claim:..1lJ..Qm~.l?..~.~+.l...MclUlliams.. and Kenneth Drew McWilliams,sons,who lived in the same home with deceased;the husband did not survive 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: The residuary legatees and the Accountant will advance such funds as will be required to pay Audit costs and any Inheritance Tax that may be due Real Estate in kind 1/2 to THOMAS EARL McWILLIAMS 1/2 to KENNETH DREW McWILLIAMS COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly I;;.W.Q.t:tL doth depose and say that the facts set forth in the foregoing petition are true to the best of h~~knowledge and belief. .........SwDrn.to and subscribed before ~o th;~,,~,tIL,:dayt~:t;:r,;J.~"~::;'" 5,gn.atu'0 of Off,co,,,"""",""""D""""""~,,,,,"""" Titl~of Officer W..f{)fifr . .~~l1no~·~JlGUf.Office explres ~.'l:8lrIti;.I}'%r .£Jr;:;~etofl It!PI/b,,·--1I_"fIII!1J'.Ie .....4;'Pf.1977 And your petitioner will ever pray,etc. 7h~};;cdl~..../tt.~. (Marie McWilliams) .. .................................................................".. i --------------------------------------------------------------- No..__§~::§~::_~_~_~._.__..____ __._ ,*- l.Estate of ANNETTA H.McWILLIAMS,a/k/a.......--_-_-_-_..--- ---.. ..___.._.~!'!~..~_.~~!i~.~_~~.~.. . Deceased Fiduciary__...~!~..~£W!~~~}..__. _ Executrix 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 or:'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. .......;[~~._~_~_.P.9~_~9_~._._._._..." Attorney ~2 'Vd "0:)NO.LDNIHSVfr\ Slll/A.::10 d31Sf~3H ON1UVr-i "rJ3SSnH L~0/Uti 21 1JO £L I 1'1,,'.~..~."I jlI.J •.J ...1 i _. ,.j., "\>.., ,A......... ~--.. --'I -...)-:./ ....~Iir ".rt~ ""1 ~ •.io '.." 4&......, .:~~--'..-,l. "\...., -' v' ESTATE OF IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS',COURT DIVISION ) ANNETTA H.McWILLIAMS,.a/k/a ANNETTA M.McWILLIAMS, Deceased. (NO.63-68-854. )WASHINGTON,PENNA.AUGUST 30,1973. ( N .Q ~.!C E NOTICE is hereby give~that the Accountant,whose name appears below, has filed her First and Final Account,a copy of which is enclosed,to the above number,and that said Account will be audited on TUESDAY,SEPTEMBER .11,1973,at 10:00 o'clock A.M.,E~D.S.T. You may appe~r if you so desire at the time of Audit,but it will not be necessary for you to do so,unless you want to take exception to the Account, or to any claim which has been presented,or to present a claim of your own• .. \~'~'"•t ... "v ,•\•-oft I ..~.~"\"t·tk~~\~CWiLL:Wfs } f, 'l.JAMES R.DONALDSON ,,",l'"....'~.~,.·,,'.l')\,614 Washington Trust Bldg:..','" Washington,Penna.15.3.01\, >•:','",'r'" ,,.'•.,f.\~{'.!• Attorney Executrix ./,/i~mmottUtta1t4 of ,tttttBYIUattia.}!l!l.Ihm4ttlgtuu muntltg. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,III the County aforesaid / on the 19th.day of June A.D.19 68,before me, Russell Marino ,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 ANNETTA H.McWILLI.l\MS ajkja ANNETTA M.McWILLIAMS, late of Chartiers Township,in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and MARIE McWILLIAMS 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,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said committing unto MARIE HER McWILLIAMS the administration of all and singular the goods and chattels,rights and credits,which w~re of said deceased,and requiring her 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 19th. six t day of nine hundred and J u n e in the year of our Lord one thousand ~-~g h t.. ...~~-2lz~---:- I Register /.~/' ", ." ,~ ", i4rttrrs wrstnmrutnru ESTATE OF ..._ANNE.T.TA H.&Mc.WILLIAMS ...a/k/a ANNETTA M.McWILLIAMS, ...........................__ :d.e.caaaa.d . ., ~2 -..._._.•~..'.~. ... -.',..:.. I,ANNETTA H.McWILLIAMS,of Chartiers To"t-lnship,~.Jashington County, Pennsylvania,P.o.Address,536 Ridge Avenue,Canonsburg,Pennsylvania,do hereby make my Last Will and Testament and revoke all Wills by me at any time heretofore made. FIRST:I direct that my funeral expenses and the expe~ses of my last illness be paid as soon as may be convenient after my decease. SECOND:All the rest,residue and remainder of my estate,real and personal,I give,devise and bequeath to my husband,EARL McWILLIAMS,and in the event of his death in my lifetime I give,devise and bequeath said estate;in equal shares~to my two sons,THOMAS EARL McWILLIA~m and KE~~~TH DREW McWILLIAMS,their heirs and assigns forever. THIRD:I nominate and appoint my sister-in-law,MARIE McWILLIAMS,of 410 Ridge Avenue,Canonsburg,Pennsylvania,Testamentary Guardian of the estates and of the persons of my two sons,THOMAS EARL McWILLIAMS and KENNETH DREW McWIL- LIAMS,.who are minors. FOURTH:I nominate,constitute and appoint my husband,EARL McWILLIAMS, Executor of this my Last Hill and Testament,and in the event of his death,in- ability or refusal to act I nominate,constitute and appoint my sister-in-law,MARIE McWILLIA}1S,Executrix of this my Last Will and Testament,and I direct that my per-I sonal representative shall not be required to enter security in any jurisdiction in -lhich said personal representative may act. .'~ IN WITNESS WHEREOF,I have hereunto set my hand and seal this ~I· day of _-::U:::"';'~=~~0..?VV::-::-·.._t:-_·'1967.;; ...•..~~.••:...:..~c...;.. (Annetta H.McWilliams) IiI' t lt II I !. / Signed,sealed,published and declared by the above named Testatrix,as ~s witnesses thereto. and for her Last Will and Testament,in the presence of us,who,at her request,in her presence,and in the presence of each other,have hereunto subscribed our names .-..".•'.~........_... !\ffi~auit (@f l£xp!utnr (@r !\bministratnr ~tutt of 'tltltsyluultiu.t ss: (!1oUltty of lIus4iltgtolt \ Personally before me,the undersigned authority,a .No.tar.;Y-•..P.uhlic.in and for said County and State,appeared ~r.!~M£W.!!l~.!W.!L who,being duly sworn according to law,deposes and says that s he is the executor~of the estate of ANNET'IA...H.....lmWlLLIAMs..,....~jkb~......~1::rA...M......~~~.~.~~ased,that the .fQ.~~oing schedules constitutel:\/ANNETTA H.McWILLIAMS,a/k acompleteinyentoryandappraisementoftherealandpersonalestateof....AH!&~..K.....HGWI.J:,LLMfS..........., 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 ~\)\\t.\'~..o~t1\\\'·\,1\orSworn"a~d/subscribedbefore me this....~~•".,')~_AC ~ day o~,~p.E-~~~.:.~."'''''''''''''1i~1.._9 {.~&..~/.&Ad.t."._..~t!iiiiiiiiiiiiiiiiiiC .. ....~r::e LL{(..~.~.. ..~.1'eDITIONAL INSTRUCTIONS--1.An inventory:hmst be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 OriginaHmd 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 llnutntnry nUll ~pprai.!ltmtnt of the goods and chattels,rights and credits which ANNETTA H.McWILLIAMS,a/k/a were of ANNEXXA...'K..McWlLJ..IAHS.,.Jate of 9.~~J=l~I.~!.~.~.~!.P..1.. Washington County,Pa.,taken and made in conformity with the above affidavit. DATE OF DEATH:June 13th,1968 PERSONAL PROPERTY HOUSEHOLD FURNISHINGS: Bedroom Suite Living Room Couch &Chair 2 Tables and Lamps 1 Rug 1 Stove Table &Chairs T.V. Washer &Dryer Dishes $25.00 40.00 14.00 10.00 20.00 17.00 35.00 35.00 5.00 DOLLARS 201 CENTS 00 u.S.SAVINGS BONDS,SERIES "E",ISSUED ON VARIOUS DATES AS SHOWN:(In the names of Annetta H.McWilliams or Ear1 McWi lliams.• Note:Earl MCWi'll':l'ams,a/k/a William Earl McWilliams died,2-26-68) 1 -$25.00 issued Jan.1964 $21.56 1 -$25.00 issued Apr.1964 21.56 1 - $25.00 issued Nov.1964 21.12 1 - $25.00 issued Dec.1964 21.15 1 -$25.00 issued Jan.1965 20.71 1 - $25.00 issued Sept.1966 19.70 1 -$25.00 issued Jan.1967 19.32 Carr'd.For'd.$145.12 $201 00 .. ·Vcl'·,00 N01~N1'HSV.M S1111M ,:WB:HSIt13H.. ON npn~lTlSS!ltJ I J ~'Ud Bt .d3S 69. ·':·~.'O 311 ,j . I " , ,\',"... ,"'\"" ".........., ~:i(;)-..-ii .....: ~.~/':......... #";:3'IS,-~111~<~~~~>:l~~ ~~~~c;;' l'~~;:... .; ......,. .../- Brought For'd.$145.12 1 - $25.00 issued Apr.1967 19.32 1 •$25.00 issued July 1967 18.96 2 -$50.00 issued Jan.1964 86.24 1 - $50.00 issued Feb.1964 43.12 1 -$50.00 issued May 1964 43.12 1 •$50.00 issued July 1964 42.24 1 -$50.00 issued Aug.1964 42.Z4 1 •$50.00 issued Sept.1964 42.24 1 - $50.00 issued Oct.1964 42.24 1 - $50.00 issued Nov.1964 42.24 1 - $50.00 issued Dec.1964 42.30 1 - $50.00 issued Jan.1966 40.20 1 -$75.00 issued July 1964 63.36 1 -$100.00 issued Mar.1964 86.24 2 -$25.00 u.S.Savings Bonds,Series "E", issued Dec.1967,in the name of Annetta H. McWilliams Prudential Insurance Company -Life Insurance,with interest Protective Home Circle -Life Insurance DOLLARS $201 799 37 338 1,000 CENTS 00 18 92 58 00 REAL ESTATE ,, .....~ ...'.'f "Lot containing 1 1/2 Acres,situ~te in.Chartiers~Township, Washington County,Penna.,known as 536 Ridge Avenue,Canonsburg,, $2,376 68 ., Penna.,upon which there is erected a ranch type dwelling.15,000 oe <,• TOT A L ---~:_---------$17,376 68 .. '.." " ,..,' l .' " .., ,. ". _....., '.- " •~_f ". ,.J, ,, .. f .,,",,--.C"""l.r-.. 0')..a. 0 -l 0.- ..."......J..... c<-,;.';:"~J ~~<..:-)-"l.~>.t.... .,' ,. I •..' •t , ~.. '.it t ~-~J . .I, .,. •.i t"... 'The First and Final Account of MARIE McWILLIAMS,Executrix of the Last Will and Tes tament of ANNETTA H.McWILLIAMS,also known as ANNETTA M.McWILLIAMS, Deceased,late of Chartiers Township,Washington County,Pennsylvania. The ,Accountant is charged as follows: PRINCIPAL PERSONALTY To Amount of Inventory &Appraisement Advanced by Executrix and by the residuary legatees to pay debts,taxes and expenses INCOME PERSONALTY NON E PRINCIPAL REALTY To Amount of Inventory &Appraisement INCOME REALTY NONE $2,376.68 2,464.93 15,000.00 TOTAL CHARGES ------------------------------------$19,841.61 J.'.~tJI "'1 ., The Accountant claims credit as follows:,'".to i I l ,-'-.."\~'t.~."~,\~'_•.j ~-4.'f'··' PRINCIPAL PERSONALTY ..\~; Administrative Expenses,Preferred Debts &~...........f'"'.r'...t._.":..t 4,~ Other Debts &Taxes,as ~~'t 'f~'~~h~'i~~~~uI1'·"A""/\; ~....~ ....-"\ $4,841.61 TOTAL CREDITS -----------------------------------$4,841.61 BALANCE FOR DISTRIBUTION -------------------------------------------------$15,000.00 \ " ~"..' \'\• •'"f"1 .-to-.' '.4 ) .,.(, '.'.\, l'" G. S C HE D U L E "A" ADMINISTRATIVE EXPENSES: 6-l9~68 Russell Marino,Register 6-27-68 Chartiers TWp.Volunteer Fire Dept. .Letters Testamentary Contribution $20.50 5~00 JamesR.Donaldson Costs Advanced: 6-20-68 GUy A.Rogers Travel-Witnesses 6-20-68 Russell Marlno,Register Short Certificate 8-1-68 Russell Marino,Register '4 Short Certificates 8-7-68 Wash.County Reports 8-30-68 Daily Notes 9-18-68 Edith L.Dague 9-18-68 Russell Marino,Register, 7-16-70 Russell Marino,Register James R.Donaldson' Marie McWilliams Russell Marino,Register PREFERRED DEBTS: W.Leonard Griffith Funeral Home Oak Spring Cemetery Thomas Ear1 McWi lliams & Kenneth Drew McWilliams sons OTHER DEBTS ~TAXES: Johri Gaydos,Jr. 3-13-68 I.C.Patsch &Sons 5-22-68 R.A.Douglas 5-2-68 Bell Telephone Co. 1-13-69 Commonwealth of Penna. Advertising Letters Advertising Letters Notary' Filing Inventory Short Certificate Attorn.ey's Fee Executrix's Commission Filing Account Funeral Opening Grave &Chapel -Family Exemption Lettering on Stone Bill Furnace Repairs Bills ' .f ;!j,.~',.t'!.···~ll',~,>,",':' ,~,'-","''''to ,tMaintenance-• $10.00 1.00 4.00 -14.00 12.50 2.00 4.00.. "1.00 48.50 850.00 NONE 16.00 1,222.00 , 90.00 1,000.00 12.00 165.79 7.12 32.80 844~90 7-3-68 4-22-68 Columbia Gas Co. Citizens Water Co.I, 51.00 11.88 7-8-68 County Treasurer •..••11. 6-26-68 Chartiers Township 3-31-68 Peter DeVitis 5-13-68 Wes tern Auto 7-16-68 West Penn Power Co.'"'<.....-',Bills '".\""I\"'~~~.\"'~.'.-'If....~....\'"~"."...f.!I ...\,.._ 1968 Coun~y'Tax'- 1968 Township Tax Garbage Bill Lawn Mower Carrld.Forld. ...1''1. t~f .",,"•'\1 1:~;""+...I""ri. " 79.18 l'.,~'~;.,\oi~ 41.04 28.05 4.50 63.59 $4,593.85 .SCHEDULE "A"(Con''t.) Brought For'd. OTHER DEBTS &!AXES (Con't.) $4,593.85 6-31-68 S.B.McWreath Dairy 9-5-68 Chartiers-Houston 4-25-68 Chartiers-Houston Milk Bill 1968 Scho'ol Tax 1967 School Tax TOT A L ---------------------- '75.92 140.24 31.60 NOTE:The balance in the hands of the Executrix for 'distribution consists of Real Estate,inventoried at $15,000.00. ••". .. THE DAILY~NOTE~, CANONSBURG,PA. I PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L.1784, Sec.3.paragraph (3)and (25). State of Pennsylvania } County of Washingto~ss. personall1aPZeared before me,a Notary Public in and for said county and state,_________________~~E.~~!>_~y.,who being duly sworn,deposes and says:that ~:~~-------~-h~--------is theq_Qgk_~_~_~.p_earthe Notes Publishing &Printing Co.,a Penn- /;ylvania 'corporation,and its agent in this behalf:tha,t the said company is the pub- 0"lisher of The Daily Notes,published daHy except Saturday and Sunday,having its place of business at Canonsburg,Washington County,Pennsylvania;that the said Daily Notes was esitablished August 1,1875;that the printed nOitice or adveJ.'ltisement,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: _____________Augus_t -9_,Auglls_t l_6~---Augus-t--23--t-----1-9.68 . that the affiant or the corporation in behalf of which ~h_~is acting is not inter- ested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time,place and char~Of...th~~u~lic:Jtn e true. Sworn to and subscribe~--~:;~~~--::--~~:--------------~--~~O&tIfeePer. 23d August,68---~-~-:----:,~:_y~-~~----~,~~-=~.:=~~= fUDRE J.ClONE,Notary PubliNotary Public a ngton County,Pa,My COl1lnlissiOI1 Expires March 30,1970 EXECUTRIX'S NOTICE. Estate of ANNETTA H.McWILL. lAMS,a/k/a ANNETTA M.de- ceased,.late of Chartiers"Town. Ship,Washington 'County,penna. Letters TcstamoJ;l.tary,upon"theaboveestatehavin'g been,gra:rtte<l to th.e.ulld,ersigned,notkE?is h0r~-,r . by gIven to those indebte'Cl'th~hi:!".. to to make immediate,paynV£t\tandto-those'having-claim_sin:,;"yr~~-.~~'~f.s to l)resent them for settlec MARIE McWIL:LIAMS410RidgeAve. Canonsburg,Penna.15317Executrix JAMES R.DONALDSON Attorney614vyashingtonTrustBldg. Washington,,Penna.15301 Aug.9,16,23,1968 '" Washington County 'Reports '. 1DPSCClll'XH:xMJC_~ Washington,Pennsylvania (PUBL.ISHED 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 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,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 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 attac'hed hereto is a copy of a noticc or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: .........~~~~.~.~~.?!??..!?..~..~~~~~. that the affiant or the corporation in behalf of which he is acting is not interested in the subjcct matter of said notice or advertising and that all of the allegations of ,h;,,ffid,,;,"'"'If''',od ,h""",({?p"b~=,"',. /~t£U~J :ILt~L/.--.Editor Sworn to and subscri edl ~be~f~o~re~m~e~th~i~s -----l:r------:::::::.-<;;: 29th.Augu........--e.:...day oL.~,196 . ~:.~~:~p Washington,Washington Co.,Pa. My Commission Expires November "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 thcreto 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. • • • •e •••••••••••• McWILLIAMS,ANNETTA H a/k/aANNETTAM.McWILLIAMS:Dec'd. ~ate of Chartiers Township,Wash-Ington County,Penna. Executrix:Marie McWilliams 410RidgeAve.,Canonsburg,Pa.153i7 Attorney:James R.Donaldson 614 Washington Trust Bldg.Washing-ton,Pa.15301 '<-------------_-.1.. STATE OF PENNSYLVANIA, WASHINGTON COUNTY,}55: The within named Accountant being duly sworn according to law,depose s and say Sthat the above account as stated is true and correct as s.he-verily believe. Sworn arid subscribed before me ,this ~?~~. day of .1Qly.19...7.~...,~~~~-~~:-I~~. .!8shlnBton:W8s~~,..Notary Public "'1 Comllllsalon u,;;:n County,PI. "'&fit.26,1911 Washington Count~;ls/:: ~_.-!H c ItL -.. ..~~~. (Marie McWilliams) 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 evidence by proofs thereof filed to No ....k..3.;...7..3.~...g.g.9...... Witness my hand and official seal this.d.1 . day of A.~¢'..#..~.±19.1.;1. ~'.,..........----.~.r:;)' Register of Wi~ l .'"~.- Rus·,··rt"I ".I~··'O'.~.)C •L f'1 },',r'\tNl REGISTER OF WILLS WASHINGTON CO.,PA.- I, '73 JUL 25 Pt'l I 30' ciZ ...o .----. '''''.. ....._.,. \ --1-1· -------------------~---------- ~ " ,~-~ " '- ... • ", '" ~ \-,'.' " "-J ",1../.... I "r'. l-: 'y" '-"'".\.,~,. )'.}'._""..r',.,\''1\',,"t"~~,!..'_:'·..af'...' The Court is respectfully requested to determine proper distribution in this estate, ~tt tijt <t!nurt nf <t!nmmnn 'lean nf lJal1ijiugtnn <trnunty ®rpijann'<t!nurt 1Binil1inn In the matter of the Audit of Account in I Estate of ANNETTA H.McWII.I,TAMg,aka 'ANNETTA M.McWILLIAMS, Deceased TO THE AUDITING JUDGE: NO.,_---.-l6~3c-~6.!:!:8-::..!8~S~4'____ Enter-__llIDIJY-C-..appearance for·__---BA~c:.J:c:.J:OJJ1JJ1D[l.tl;.,aa.nw;;t - _ ___-"'sc:e:z,::p-=t-=em=b.=er"--,19--ll.. N.B.-Counsel shrall,by separate paper,present a concise statement of each claim,wHh 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. -c::> ..c --.J No.63-68-854 In re Audit of Account in Estllite of ANNETTA H.McWILLIAMS,a/k/a_ ANNETTA M.McWILLIAMS, Deceased AUDIT 'rartipr fnr AppraraUtr FOR Accountant '"--'""'"'"--.J I ~ -<:---~,.~ --?J :::0 -:t:'"rn C c;:;::)r-(f)C>._c-')._ ::I:-'v'..--j_(f)(J)......~ Z-irf';~",-~ --_...,-----"-.-~;;;--r"'---,---~j ::?0 __::D'''' -n ::"p ::x:::J .~,•.........::;:~-o ""-.AJ;"::z: -0'0J:l'"'(f). JAMES R.DONALDSON Attorney ~2 <./ ~u t4t Ql:um uf Ql:ummuu 'ltus uf ltasl1iugtnu Ql:uuuty, "tuusylunuia,(Orp4aus'Ql:uurt iiuisinu ESTATE OF Annetta H.McWilliams a/k/~ No.----.;6-=3_..6.::c..:8:.-.-..;;;..8~54~_ In the matter of the:__F_i_r_s_t_an_d_F_i_n_a~l;... '.Annetta M.McWilliams, Decessed. Account of Marie McWilliams. Executrix ADJUDICATION AND DECREE And now October ,1/it ,19-1.1,this matter come on for hearing, audit and distribution at this session and testimony token;and thereupon,upon due consideration thereof of the balance for distribution in the hands of the Accountant is determined to be $15,000,00 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 disr·ibution hereto attached and made part hereof,unless exceptions hereto be filed sec.reg.or on appeal be taken herefrom sec.leg....-.,___/~"'--'-7~~~./(~~/ SCHEDULE OF DISTRIBUTION Balance per account _$15.000.00 Balance,~-__$15,000.00 15'000.00 Inheritance 71+9.58 9/13/69 to 11!13/73 to 1~7 .40 j{-til"l'!-~!/fofWills,Filing Certification of realRegister estate Russell Marino,Agent,Transfer Tax Interest Recorder of Deeds,Recording Certification of real estate ' Contribution to maintain real estate j.n kind Thomas Earl McWilliams and Kenneth Drew McWil- Iiams,ea.ch a i-interest of real estate award- ed in kind at the appraised value thereof per Election filed and Certification set forth herein. Deduct Clerk's Costs &Receipts _ Attorney James R.Donaldson No balance 1" .'...n .' ,1-.. ~'".' _. ~ 0"""» m n ,:;-z en n 'a.0 0 ~9 -+ §.:r t:Y ~ ~> -+ t ....0 3 4-\ """.,o- ra ":-"0""1" ~ ""1"~ '" ., == 0"""""1" ra :r~ ,. ~. \1eItI) ~tI) tI) r \r \ ".'. ,. -I FEAL ESTATE TO BE CERTIFIED TO ~~E RECORDER OF WASHINGTON COUNTY 'BY THE CLERK ,OF THE ORPHANS'COURT DIVISON Annetta H.McWilliams a/k/a Annetta M.McWilliam~,Devisor to Thomas Earl McWilliams and Kenneth Drew McWilliams,Devisees,each Ii !interest of all the right,title,and interest of the Devjsor in spd to the follow- ing described real estate: ALL'that certain tract or lot of land in Chartiers Township, Washington CountyJ Pennsylvan.ia"b,ounded and dese ribed as follows J to-wit: BEGINNING at a point in the south line 01 Highfield Avenue where the line of the Robert F.Gowern land intersects the same;thence along the line of the RobertF.Gowern ,land South 51°[5'West 319.5 feet to a point in the center of Ridge Avenue;thence by tt e center line of Ridge Avenue North 600 00'West 100 feet to an unnamed 33 foot street;thence by the line of said 33 foot stt;reet North 60 lor last 374.4 feet to line of other land of the present grantor;thence by he same South 69°001 East 102.16 feet to Highfield Avenue;thence along HiE~hfield Avenue by a curve with a radius of 119.17 feet a distance of 138 fEet to a stake;thence by Highfield Avenue South 59°00'East 159.5 fee to line of land of Robert F.Gowern,the place of beginning,CONTA NING 1.E6 Acres. EXCEPTING and:RESERVING all the Pittsburl h or ri'\er vein of coal in and underlying saia.tract of land together wi h the m'ning rights as more fully described in a certain deed de.ted Jun ~17,19C 1 and of record in the Recorder's Office of said Washington Coun ~y,Pennf ylvania,in Deed Book Vol ...262,page'.'354. ALSO,EXCEPTING and RESERVING all other :reins of coal in and under- lying 'said tract of land together with the same [ining r ghts and waivers of surface damages as are set forth in Deed Book Vol.26"page 354,to Richard A.Boyce,.his heirs and assigns. , ALSO,EXCEPTING and'RESERVING to Richard A.BOYC4,his heirs and assigns,all oil and gas underlying said tract 0'"land•. CERTIFIED TO RECOfillER FEBRUARY 26 1974 LL.. .~ 0....,~ t:Y m ::J III n v-+. 0- 0 -+ ,=-+ c :::r t:Y (1) :::s (1) -+ ....0 3 f-\ ....,0 fa ....,0-+ ~ -+(1)., == 0...., -+ § :::r(1) t:Y, ::i~~ 0 (f)<:l: Z ....J c...._J c,~~;~l:c:::,)..~~0 .,..~.1-•.::1 otl;:••~ __.1 r........0 ---.A_1-- U..J (,~. ttJ 1-.~'.:z:,,''"rJ)cn ........ , ;::)c.:J (J) a::w -<tc.::;:; ,, c. '-<. ...,"..' c - ••" IN THE COURT OF COMMON PlEAS OF WASHINGTON COUNTY,PENNSYLVANIA j ORPHANS'COURT DIVISION ESTATE OF ) ANNETTA H.McWILLIAMS ,a/k/a .(·NO.63-68-854·" ANNETTA M.McWILLIAMS,)..·Deceased.( ELECTION TO TAKE IN KIND \ ., The undersigned heieb'y elect to take .in kind the real estate 'situate in"~:(," -j '.'/'_~:J,.;",',f f ...iii,'II~"..+I.•-.t!:~4'-6',,..,'f '..._~",,~,!•tf :,"'.~,,\'~"oJ.,.,.,',T~I'r ,~ Chartiers Township ,"Wa&hington County,Pennsylvani.af;,-cont"aining.1 1/2",'Kcre's{.~J"...-+~.,.,i M~~•(_.-'''.·-"ll._-'.\...._~"''''.".,..I'.~'... and known as 536 Ridge Avenue,Canonsburgr·P,ennsylvania...,/....',4 ,tt; /·1 ."',''-1:-~l-tl ',,'t.');;.t (•,"I ,',,'I.'V /''.t '..~+"",tj m:~~ •J;..._...t._,..,-.,., ~-4 i (thOmas'Earl McWilliams) .~£trtt::!':w~~ September 5,1973. " '..•.,L ,.'r.! ~'\_r!......\..~""~. .,' ... , ;" (• ) ....'. ........ ,.j • .t .' ,.'t,.•.\""1 \t.\tl .,'1....'t.o,".1-,.!.•t ",,,;,\;.'.c.',.,'\ ....:''\:....~.:~l':'\. l~'I \,.',"'1 .,(t,,l ';\..,.\)'.~'~'.\J,.\,"....-~. :.'I ., \<'. ",,;.'"~..!\.',t ..;, r--<-':..:1~(.I)0 -l C~.Z _I .II.~C>0::..~"... ..1..,.W u::=:i..~.t::;r .-,;,.(..;Z~.0 I....""" ,c::I-.....lOl__ c-....~U..J (9 !iJJ r-....t:"'-"~.•._~(I:"(.J'):x::r-.~.')-__i (.....;>::::J (J)uJCJ0:::W ......,;: (V)c:::?; ~r-... .. "., 4-.W ' 1'., t C ". ".,( / '. IN THE COU~T OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION DESCRIPTION OF REAL ESTATE ALL that certain tract or lot'of'land in qhartiers Township,Washington County,Pennsylvania,bounded and described as follows,to-wit: BEGINNING at a point in the south line of ~ighfield Avenue where the line of the Robert F.Gowern land intersects the same;thence along the line of the Robert F. ~ Gowern land South 51°55'West 319.5 feet to a point in the-center of Ridge Avenue; thence by the center line of Ridge Avenue North 60°00'West 100 feet to an unnamed 33 foot street;thence by the line of said 33 foot street North 6°10'East 374.4 feet to line of other,land of the prese~t grantor;tnence by the same South 69°00'East 102.16 feet to Highfie14 Avenue;thence along'Highfield Avenue by'a curve ~ith a radius of 119.17 feet a distance of 138 feet to a stake;,thence by Highfield Avenue ~outh 59° 00'East 159.5 feet to line of land of Robert F.Gowern,the place of 'beginning.CON- TAINING 1.66 Acres. EXCEPTING and RESERVING a 11 t'he,,"Ptit 1ts b 1.1 .tg h .or '.ri ve r ,Y.e,i,l1./o"f c·oa·l in a n,d'un'der,ryi:n,g said tract of land together with the mining rights as more fully described in a certain deed dated June l7~1901 and of "record in the Re- corder's Office of said Washington County,Pennsylvania,in Deed Book Vol.2?2:page 354. ALSO,EXCEPTiNG 'arid RESERVING:all other veins of coal in and underlying said~\',.if J<.,,'.~ tract of land tog~therwith the same'mining rights and waivers of surface damages as,>"'I 10 ~'~,f',t ~r'../':/~ are set forth inp~ed Book'voL 262(..page 354,to Richard A.Boyce,his heirs and as- F 1 • 1 ."oil and gas underlying said tract of land. ,-. signs.., ",}1/,.... .....0#";f-,.::.ft"f"~1 #"~.,,,"J \If .,,\.-..:-".IiI r...,-II ".:t ~\.,,).•.~.'•~..;~t'I i' ALSO/EXC~PTING a,dd RESERVING'to Richard A.'Boyce,his .heirs and assigns,all".,'.;'i \,, ..,... ..' ,.'.,t~,'"t""'...",~".}\'.'\,'~.~..~~..:,"'h .•........\''\.J:".~,t\"..\.,"\~~.,~,,;.,.~.,>.,..'.: •'.11'.'",,, -,'I.,, '-, ,. >'·,'",r ., I \.'J ""'-..! , .~(" .' ,"',.. ,.,' '."",,.- ,.,:",j \'" o l ""'..'. .~>• -'. .}If" \, r ~"""",_ '"t.•1 " ,~.'.~l••..~ ..1_...i'~.",...•1~ "'. ,. ...' .......11 ',J : f .J -,.,,..,:'l ','"'t t <r'.~." ....,';.q -, '.." 0 (.1)..;:r -J 0-Z , -~ (L U'J,.~,"',,;);i .~ r-- .=:to " c, x:::: 'i-'1o ~ ,,.J,0 ~.~~~., Ltl,~:J .:t:.rlo ., ~ ~.......~m~r·,"g;,r-!:..L.... ,I," -.., ." .':'1',., -, .. ". ..-Y',:".;(., ,f"I '.\1"-.*',.-,,-'';'....),.'1I>f- ..-'f\' .~I..'. f'1..,\....~~-"," ,r l ••/ Form'RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ..W A..S H I...N G T O N . IMPORTANT:This return mus t be completed in detail and filed in duplicate,.with will attached,with the' Register of Wills of the County where decedent 'resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of ___th~_Jnl1erit~nce_.~n!l.E!!tate'!'a!'A,ct of HHll.) :.:::~::::~:::a::.:.::_:.__:_:~~}." ..............................Ma.r.i.e.McWi.lliam,s....................................... . of the estate of the above-named decedent being duly sworn,depose S and says Executor Decedent'died June.13.th . (Month) .Name and address of attorney or} other authorized representative to whom all correspondence should be. mailed. ....................................,1968.......,{r testate leaving a last will,copy of which is hereto attached.} (nay)(Y""r)~ J~::iR~;QQNALl.)SQN ... ..6J4Washingt.op.TrustJ31c1g.,Wa,shingtou,..Penna•........""""'" That as such ~~.~.~.p.t!".1~deponent is familiar with the affairs of said estate and the property con- (1·:x""utor·Adminislrator) stituting the assets thereof and their fair market value. 'That at the time of death there was no safe deposit box registered,in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:~ .-~.N.AME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPosiT BOX RENTED IN NAME OR NAMES .OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe de~osit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth full v and in"detail all the real property in the Commonwealth of Pennsylv~ia of which d~cedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns Provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent•. That Schedule B attached hereto and made part hereof sets forth fully and in detail allpersonal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's tmmediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether individually~or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down"to.the last int~rest day prior to decedent's de~th in the case of savings banks,and to the date of d~ce~ent's"death in all other cases;all bonds,postal saVings,treasury certificates or notes and othet'.'evidence'of in- debtedness of the United States to the dece~ent;alfnobl~g~tions,whether by statute'or agreement theyrl~'""'....I"!I",,,,are designated as tax free,of the Uni ted States,'?r;:8;~Y's~~~~~,~::;polit~cal sUbdiyision thereof,or of any foreign country,which are owned at the time of death;'all .wearing apparel,j ewe!ry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,autom9biles,bo~ts,and anY,and all other personal chattels of whatsoever kind or nature,left by decedent,together with the-f'airly estimated market value thereof;all bonds and mortgaltes held by decedent and of all claims due and:owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fail'market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance polici-es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. •• In the case of securities of close or family corporations,the values reported are as far as possible substantiated by'financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.,It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets for'th'a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case:of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a copy of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by,th~W~ll,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 relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of'\..death;taxes accrued charge.able for period prior to decedent's death (except.those.allowed under Section 651 of the Inheritance and Estate Tax Act);together With a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules"A","B","e","E",and "F"as directed therein,. have been carried forward and properly registered in the Summary. ...........4.10 Ric&.g.e Av.e._.._. (Street Number) .........C.a.n9.ns.b.urg .P..enna.153.1.7 . (City or Town and State) ...........kA~:....~.~J!..~......MM...(Executor-~ Subscribed and sworn to before me this l~~h . ................"day of $..~p..~~~~~.;:19..69 . --~...•lJJi~~,~~·~·.;~:::. tlall\l\I\\l\1l0,.,E.\l\rel tA'"t&t "ftmm\ss\OI\tA~\IV NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an ,interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached,.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX. RESIDENT DECEDENT ·. SCHEDULE IIA" 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 value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together with a general description of the property,with a reference to the record of the conveyance by which the decedent took title;if a farm state number of a- cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "FlO and must not be deducted from this schedule. (1 ) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) Lot containing 1 1/2 Acres,situate in Chartiers Township,Washington County,Penna.,known as 536 Ridge Avenue,Canonsburg,Penna.,upon which there is erected a raach type dwelling Insert this total opposite "real property",Schedule "A"in the "As Reported"column on the last page of this return. xxxxx $15,000.00 (107.111 J JVvrr'-V" 115,000.00 ".RCC-35 COMMONWEALTH OF PENNSYLVANIA .TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,•stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate or 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. --_---,.-~-----------------__...--__.r__-----.....-------- Item No. ITEM List and describe fully UNIT ESTIMATED VALUE MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) U.S.SAVINGS BONDS,SERIES "E",ISSUED ON VARIOUS DATES AS SHOWN:(In the names of Annetta H.McWilliams or Earl McWilliams. Note:Earl McWilliams,a/k/a William Earl McWilliams died 2-26-68) HOUSEHOLD FURNISHINGS: Bedroom Suite Living Room Couch &Chair 2 Tables and Lamps 1 Rug 1 Stove Table &Chairs T.V. Washer &Dryer Dishes $25.0 ~ 4O.0~ 14.0 10.0 20.0 17.0 35.0 35.0 5.01 201.00 ~~~ 1 -$25.00 issued Jan.1964 $21.5 ~ 1 -$25.00 issued Apr.1964 21.5 ~ 1 -$25.00 issued Nov.1964 21.P 1 -$25.00 issued Dec.1964 21.11> 1 -$25.00 issued Jan.1965 20.7 1 -$25.00 issued Sept.1966 19.7 1 -$25.00 issued Jan.1967 19.3 1 - $25.00 issued Apr.1967 19.3 1 -$25.00 issued July 1967 18.9 2 -$50.00 issued Jan.1964 86.2 1 -$50.00 issued Feb.1964 43.1 1 -$50.00 issued May 1964 43.1 1 -$50.00 issued July 1964 42.2 1 -$50.00 issued Aug.1964 42.2 iI' 1 - $50.00 issued Sept.1964 42.2 + 1 -$50.00 issued Oct.1964 42.2 ~ 1 - $50.00 issued Nov.1964 42.2 ;l- I -$50.00 issued Dec.1964 42.3 ~ 1 -$50.00 issued Jan.1966 40.2~ ·11 -$75.00 issued July 1964 63.3 ~ 1 -$100.00 issued Mar.1964 86.2r.799.18 2 -$25.00 U.S.Savings Bonds,Series "E", issued Dec.1967,in the name of Annetta H.MeWi lliams Prudential Insurance Co.-Life Ins.,with into Protective Home Circle -Life Insurance Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 37.92 338.58\ItA" 1,000.00 J ~ $2,376.68 rcc-,6 cmmON1\"fi;ALTH OF PENNSYLVANIA TIUNSFER INHERITANrs 'rAX ~SSIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his es.tate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)~~ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)_D......O'--__ (3)If the answer to (1).or (2)above is in the affirmative state: (a)Age of decedent at time of transfer 55 years (b)State of decedent's health at time of making the transfer.(Note 1).Good (c)Cause of decedent's death.(Note 1).Pheumonia (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)__~n~O~~__ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)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 y;hether the right was reserved in decedent alone or otherS '--_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)_~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 th~decedent alone or the decedent and others? (Answer yes or no)_ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death cer-tificate. 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 tran?ferred,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 NONE MARKET VALUE (Es timated)DEPT.VALUATION (Dep t.Only) NOTE:Deceased transferred certain Diamond ShaR~ock Stock to her husband as Custodian for her two sons.This was a gift,and without any con- templation of death. Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.NON E ,j-" ReC-38 'ta~{ONWEi\LTH OF PENNSYLVANIA THi\NSF'ER INHERITANCE'TAX'., RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated lmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-awners to the decedent. Description of Property,Date of Acquisition,Name I unit percentage Estate DEPARTMENT VALUATION Address and Relationship of Co-Owners,and Place I Value Share Valuation CAUTION-Do not Write of Record of Instrument,where Real Estate.!In This Space. Value of Value of Entire Decedent's Property Interest NONE I I I I I I I !, I I III! I I i I I I I I I III I I III 1 II I III I I I Insert this total opposite "Jointly Owned Property",Schedule "E"JNONEinthe"As Reported"column on the last page of this return.- .........e.! •... >, FlCC-37 (12-63) CO~DIO:\\n~:\I.TII OF PE:,\:,\SYYl.:\NlA TH ..\NSFEH l:'\lIEHlT.\!'\l'E TAX RESIDENT DtXEDENT SCHEDULE "D" BENEFICIARIES .. RELATIONSHIPBENEFICIARIESANDADDRESSES(If step-children or SURVIVED DATE INTEREST OFstatefullnamesandaddressesof'all who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH EARL McWILLIAMS Husband No THOMAS EARL McWILLIAMS Son Yes 10-8-50 1 I? 536 Ride:e Ave. Canonsburg,Pa. KENNETH DRmY McWILLIAMS Son Yes 4-15-54 1/2 536 Ridge Ave. Canon!=:bUTQ'Pa.. \ h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT ANNETTA H.McWILLIAMS)a/k/a .... ~o "i::l'O...(I)o :::4.'0 '<, ~~ ~"i::l ~...(ll ~II:>...II:> ::l '"...-'"0.....,::l~II:>......-'" (Executor-Administrator must complete "As Reported"column #1.) CJ...o'"'" trlen....II:>....~ .~ x..II:> cr"~ .\. l'" Year . P.J THE t No. Will ~) ~.TIA.~•..M.~WIL:LIN1S Deceased Late of .C1:lart:ier.f).~()w.lls.ll.ip. Commonwealth of Pennsylvania County ofl-!~sll~l1gtoll ~r.....,..fi1 ~ Ul II ..:J~c:•~~ -":.' ••1>I.,~.-;l;----<1, Ul Ul Ul 'r (")(")(")'i?"'?"'?"'" .'..-r5 0:5 ~••------ -00 -00 -fn -00 -00 -00,....:....:":N ~V1 :;..,..oW :w ,0 '":":"'0 ~,0':0':0 ~-:-'.:.';:l ..... :0':0':00-,0)0)0:::4. (tc.. ..:;... "'---......,-~~: ~ o-~... ~-."'f"~._.~~~.,.r;-...----·-~"--;--~-.....\~i~;~.,J":" ........ .&: ..s=- -0 =.it co .:IE.';0 ::np.m cwc~o::r:<r..(:q~~{m,?~r:-1 A'• o C}-r %""0:;: o~.7,:,tG~:::",;F ~=orO;p.Cft REPORT AND APPRAISAL ..en f..O -00 -00.-w -00 -EP._ ) (\~~; I'.,,~_."'-\.~r.I.:.>•."'-.l ()...- .'"()~. ~'cg.c....~0- R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT MARIE McWILLIAMS (Executor~)· IN YOUR REPLY PLEA.E RE"ER TO 37-126-6 I In Re:Estate of -=AN::.:,NE=T::.:T:.:.A::....::.:H~.__:M:.:.c=.;WI=LL=:.=IAMS=::...__ _____...::W.~AS~H~I~N.:.:::G~TO::::.:N~County -File No.63-68-854 Dear Mrs.McWilliams You are hereby notified that the original. appraisement in the estate of Annetta H.McWilliams has been filed in the office of the Register of Wills qf Washingt~m County on October 2 ,19.22..Said appraisement reflects the following valuations: Re al Est ate _--'-..:!:1~5.1.,.:::.OOO::=-:·;..!..:O;:.:O;..·_ Personal Property ---:2~13L7~6~.!..:6~-8~_ Transfers --------:;-;:.........,,.......,.-;:r-.....,...--Total ..,.-=17.!..,j,~3:...!.7-=6..:...6::..;8:..._ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ....:O::..:c::.;:t:.::o:.=b.::.er:......:2=...l,~1~9.=.69~__- DATE OF DEATH:June 13,1968 Note:This is not a bill. RCC-S9 (&-66)., ~COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of McWILLIAMS,ANNETTA H. (Last Name)(First Name)(Initial) DATE OF DEATH--=6---:-1=::3-~6S.:......-_FILE NO.63-68-854 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". Dated:__--=1=..=Q-'---02.==-·-~6'..L9 _ 06-13-68 df/£d~R~ 'INHERITANC7 APPRAIS 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) CLEAR VALUE OF ESTATE 6 18 1 6 18 VALUE AS REAPPRAISED $-------+-- Valuation of life estates or (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. _c COMPUTATION OF TAX $ .r= $ $ :C $ $--------1-- $--------+--- $--------1-- $-------+-- $-~------I-- $=====$----~ ___----Jl- TOTAL TAX BALANCE :------~PAlO $C BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $------~ Estate tax paid $~~_ BALANCE DUE Add interest at rate of 6%from ------I:t'o----- Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death FOR USE OF REGISTER ONLY Tax on $-+__~ Taxon $~ Tax on $5% Tax on $10% Tax on $15% fu~pti~s * Total Estate --I-__ TOTAL TAX 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.. OF THE ESTATE OF .ANNEl'TA H..McWIU,IAMS . Year Deceased ..WASHINGTON... IN THE CHARTIERS TWJ>. t No. MATTER OF THE APPRAISEMENT REPORT AND APPRAISAL Will Administration Late of . County of Commonwealth of Pennsylvania Fonn RCC-2 ~EPAR:'I'MENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.1712.7., COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ""_Q~j;Q1:J<'!:_'h12:62~"1 COUNTY "W.~§h..¥.J.g:!!.9.~""".". •~L~~O ~~.:?~~?.~"._""""",,.. Whereas,~~.~~~~.~~C'.~~~~.~~.s.late of ~.~~~~.~.~~..~. in the County of W~.~h.~~.~~"Commonwealth of Pennsylvania,having died on the J3.~.b day of ~.~19.§.~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...........W.R.Chaney ,an appraiser duly appointed according to law........................................................................................................................., having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of aU annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes I --I $I REALTY: Lot containing 1 1/2 acres,situate in Chartiers Twp., Washington County,Pennsylvanian,known as 536 Ridge Ave.,Canonsburg,Pennsylvania,upon which is erected a ranch type dwelling.l~,OOO 00 - .PERSONALTY: See copy of Schedule "B"attached.2,376 68 Total 17.176 68 fonn:V=:fh~:::rh~W~~~l~~:~~~e~~~r.~e~~~~~t t ~~e~e~~~~e1~~: ~~A.......A..":Z"~~~=~;=~):":':~.;;····'iF;;;O;;;;;"-.Penna. WASHINGTON County '1 1 fir"i?.)U·.,.·.- F \!f"""',~.~!_~\1.L-'t..-:.....,:~1 M\\~L\l RU~)Sr '~'._M~,f\\nO REGv.);r.H of ':tiL LS 'iJASH\H;:;-rO N co.,p~. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...ANNE.'l.'TA »","Mc~~1.41~. Deceased. Late of c..~'rJ,m.,s 'r.WP..!'.. Date of Death,J.l.1ne...13.•.1.968 .. Appraisemel!t Docket Vol.,3..7 .. Page,J2~6.No Q~.6e.~e..54 .. Filed in Register's Office,9.~:t:..<:l~~~....?.L...J9..~.9... Amount of tax due $,. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement,.. Appeal f1'om Appraisement,.. Entered and charged,.." , r------~-------~-------------------------- THE SUM OF $\fStt.l'fc!$" DATE APPROVED •...~<:a.l SiL.?~.. Form RC C·lO '...OFFICE OF THE REGISTER OF WILLS OF _--:..;W=AS=H:=IN;.:.G.:::.T.=.O:;N::...-__COUNTY 10:3 -4,3 -t3s-y STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN .J AND AGENT OF THE COMMONWEALTH Register of Wills,Ag,"t • ESTATt::OF ANNETTA M.McWILLIAMS.L.ATE OF ---:C~h~a~r:!:..::.t::.ie:::.r::.s_T::.o:::.wn=:::.sh:.:.1..=.·p~_ DATE OF FILING APPRAISEMENT __---,DATS OF DEATH _Jw.u~n~e_=1~3.1.,_=1:!..9:::.6~8 _ Chartiers Twp.Vo1unteer Fire Dept.Contribution u~t:w Thomas Earl McWilliams &!McWi11iansFami1y Exemption Travel-Witnesses Funeral AMOUNT 20 50 5 00 10 00 1 100 "-Inn 14 00 12 50,00 4 00 1 100 850 00 16 00 1.222 00 90 00 1,000 00 17 00 165 79 7 12 32 80 844 90 51 00 11 IQQ 7q 18 41 04 28 05 4.525 76 REMARKS 's Fee Opening Grave &Chapel C-RTTld.For'd Letters Testamentary Notary Bill Bills Lettering on Stone Bills 1968 'Tax -County Maintenance Filing Account Furance Repairs Advertising Letters Advertising Letters 4 Short Certificates Short Certificate Short Certificate 1968 Tax -Township Bills Filing Inventory At Bill NAME OF PAYEE Wash.County Reports ~uy A.Rogers ~dith L.Dague ~.Leonard Griffith Funeral Home Russell Marino,Register Russell Marino.Redster Russell Marino,Register Oak Spring Cemetery West Penn Power Co. ~olumbia Gas Co. I.C.Patsch &Sons ~ommonwea1th of Penna. Russell Marino,Regiseer Daily Notes ~hartiers Township pounty Treasurer R.A.Douglas crohn Gavdos.Jr. ae11 Telephone Co. Russell Mar ino.Register Russell Marino.Register r>itizens Water C-o. lTames R Donaldson DATI!:NO.OF VOUCHCIt 1 9 p.§ June 19 June 27 June 20 .Tune 20 AUQ:_1 Aug.7 Aug.30 Sept.18 Sept.18 .!1 r-.2Ju1v16 \\\\\ ~------------------------------------------- /•'. Form RCC·IO C DEDUCTIONS ALLOWED IN., "'-OFFICE OF TME STATEMENT OF DEBTS THE SUM OF ............$.,...,...................................... ,REGISTER OF WILLS AND DEDUCTIONS DATE APPROVED ...................OF COUNTY - AND AGENT OF THE COMMONWIiALTH C ONTINUED Regioter of Wills.Agent n.MC ,tJ./I5./tJ. ESTATt!OF ANNETTA M.McWILLIAMS LATE OF DATE OF FILING APPRAISEMENT OATS OF DEATH DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHEII Brought For'd.4.525 76 Peter DeVi tis Garbage Bill 4 50 Western Auto Lawn Mower 6':\l)q 1<::R ...'1.n:li,.."Mi1t,Ri11 "71::0') Char tiers-Houston 1968 School Tax 140 24 Chartiers-Houston 1967 School Tax 31 60 Estimated costs of Audit F.. Certification 30 00, Recorder's Charge 7 50 TOTAL 4,879 11 COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF WASHINGTON I,MARIE McWILLIAMS MEREBY CERTIFY.THAT.TO THE BE.r OF MY kNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES 0.- ADMINISTRATION SUBMITTED TO THE EST....TE OF ANNETTA H.McWILLIAMS •a/k/a DECEASED,AS DEDUCTIONS I"OR INHERITANCE TAX PURPOSES.ANNETTA M.MCWILL~- o •&~(L.s.)co/eJ SWORN AND SUBSCRIBED BEFORE ME THIS 5th DAY 01'(Marie McWilliams :Tt~er n /18 -ll..~,x:I .:::I V(11/AA9~ " /I .'/\ EDITH L.DAGUE,Notary Public Washington,Washington County,Pa. M)',G9mmjssion ppirlls Mar.26.1977 " ..."1,~"-..I~::0 t.o..>;p./Tj ,:::0 .-()?G')~t....,r-.:r::~~rrt'..0 (II -0 Z -I fTJ ITl,..;",rn~.~~-.......,-I ";l.J r~00l:;:';;:'Ij J;;:0>'lO 0 -:...,:~..::rp..we.:::;-~~'~u::).f"'"%"U r-e»,t;f)..c-.'....., -.......- "J r/.'"