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OC1968-0888 - ESTATE OF SMITH
... PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY ~~~~te Form j l ALFRED C.SMITHEstateof . ...._____-----:. Deceased N 63-68-8880 . Fiduciary ~~.r.D.?:r.9 A!$.l].:\..t.h and . Joseph M.Smith Date of J •68 Date of Decedent's death ~.~~..}.~.J.~~Grant of Letters ;!.~!.l:~?9.,J.9..Q.B.. This is the :f.l:r.§.t...a..mt.F..i.n9..1 account 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) Date Election Place of; Filed Record . Name of ~urviving spouse ~~!.l:~I List issue,where material:See below .\ Did decedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate) X~No.If answer yes,name them . List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: No exceptions If partial intestacy,give facts: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.lMPxx If any exception give-cause:. File copy of Notice '.6 . and date af mailing .'!.~.~¥.~.~~.~~. Is estate subject to the filing of a Federal Estate Tax Return?~.9._ . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~Qg.:.g.9.. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . Inapplicable--_---_.._---_ _--_-_-____-_-. 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: See Family Agreement For Settlement 6f Estate dated June 2,1969, whereby the parties in interest agree to sale of real estate subject to purchase-money mortgage and four of the parties in interest agree to accept assignments of the mortgage in lieu and on account of legacies and residue due each from the estate . .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: 7/8/69 Recording assignment 8//69 Notary fee on Audit Petition Total additional credits (Subtract) Balance for distribution $1.00 1.25 $...~.~.~.2 4.20.......................... $1,124.20......_-__-. $.....2.25-..-. $1,121.95.......................-_- If balance for distribution is not in cash,list each item held in kind,giving appra.ised Value (or distribution Value>; Balance for distribution is in cash on deposit in a checking account in the name of the Estate in the Washington Office of The First National Bank. r ...., If Family E~emption claimed by Petition,give place of Record:Ng.D.~._.__.___.. If Family Ex~mption is claimed at audit,give name,relationship and basis for Claim:_:~. See.Waiver of Family Exemption attached hereto dated September 25, 1968. List any advancement or distribution on account that has been made,and nature and amount of same: See Schedule G of Account. Bernard A.Smith on account of legacy $1,000.00 Virginia I.Smith Trexel on account of legacy $1,000.00 Bernard A.Smith -mortgage nasr±gnmen~$1,768.75 Virginia I.Smith Trexel -mortgage assignment $1,768.75 Joseph M.Smith -mortgage assignment $1,768.75 Doris E.Smith Burnfield -mortgage assignment $1,768.75 TOTAL $9,075.00 Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: .:It 1~respectf~llY:jsuggested that distribution be made as follows,.credit· 'to be taken by the'accounts for distributions on account heretofore made: Bernard A.Smith ~legacy ~2,300.00 Virginia t,Smith Trexel -legacy 2~gOO.OO Joseph M.Smith -legacy 1,300.00 Doris E.Smith'Burnfield -legacy 1,300.00 Bernard A.Smith -.1/5th residue Virginia I.Smith Trexel -1/5th residue Doris E.Smith Burnfield -1/5th residue Joseph M.Smith -1/5th residue Donald L.Smith -1/5th residue See attached Receipts and Elections to Take in Kind. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly..__ __~~~T.~..___doth depose and say that the facts set forth in the foregoing petition are true to the best of t_h~JI'knowledge and belief. Sworn .,d -.b 'b'd b f .............----.to an su scn e e ore .'. me this.....~.~~._..day ~Of.._..~~p.~~.~P.~~....~..19.....?~/,, -...t."'9"'. Si.gnature o~officer.~~.ta~;p~bl.i~:...~ Trtle of Officer ·.·,. Office expi res ~~.~~~.!?!....~~.?~.~. BARBARA CRAIG,NOTARY PUBLIC WASHINGTON,VlAsHINGTOtl COUNTY" MY COMMISSION EXPIRES JUNE 25,1970 And your petitioner will ever pray,etc. 01"A __AnJ£.-f~···/c2.~~P/g:;r"[ffd···k·;-·-Smith··························. .!)-#J~pA~tn . "j No.63-68-888 ~~ \"'.Estate of ALF.:REXL.C.~$.MJ.~R . Deceased Fiduciary J?~!'.~~.~9 A.:§.I!!~~t.h"..gD.g . Joseph M.Smith,Executors......._ --.___-_- _:'-<_#~. 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:paragroph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent.. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of F~deral Estate Tax return if es- tate is subject thereto. ..~.?~:.~~.~~.~.?...~~.~~.~.~~.~...~._~~q.~~.:!-.g.ht Attorney ~2 'Vd ··O'J NOi~H9HSVtA....,:,--':.-'".".;.".~-, SllUA .:flO ij31S11S3lJ OHHHV¥J Til3SS0ij If 21 ~J 92 ,d3S 69~ ·0 311 :J 1# "1';" o <!!onunonWta1t4 of Jtnu.s111uania,}JUl.lIasqinglnu ClInunty,· o KNOW ALL MEN BY THESE PRESENTS:Whcreas,at Washington,in the County aforesaid on the 26th day of June A.D.19 68,before me, Rus.sell 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 late of :ALFRED North Franklin Township c.s MIT H in the County aforesaid,deceased, (n true copy whereof is to these presents annexed),was duly admitted to probatc;and BERNARD A.SMITH and JOSEPH M.S:\fITH the ExecutOiS in said Will and Testament named,having appcarcd bcfore me and taken and subscribed the oath of office prescribed b}'law; :-.JOW,THEREFORE,I,Rus sell Marino ,Register as afores.aid,do grant these LETTERS TESTAMENTARY,unto the said BERNARD A.SMITH And JOSEPH M.SMITH committing unto them the administration of all and singu'1ar the goods and chattels,rights and credits,which were of said deceased,and requiring them 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 expiratioo of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwe;tlth relating to inheritance taxes. IN'TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this twenty-sixth l~ day of J u n e in the year of our Lord one thousand DIne hundred and six ty .)~~ ···_····_·..._···_·_-_._..._.......--.~L .... _ Register 'r- ....-.'". ~"'-••s;'• o .','. ...... 0, ~--"'-~.,'_."••.._.... ""I I':i I .' WILL 1:,Alfred C.SUli th,of North Franklin l'O\,nship,Washington COunty,Pennsylvania,do make and publish this my last Will'and Testament hereby revo~ing and annulling ani and all wills by 'me at any time heretofore made. 1.I direct wy Executors hereinc:.fter named to'pay all my just debts c:.nd funeral expenses as soon c:.fter my decease as convenient and to pay 'all inheritance tax as soon after Diy decease as convenient.':I 2.Doris E.Smith Burnfield and Virginia I.Smith Trexel are to have the full use,,rent free,of the family howe at 250 Park Ave., North Franklin To~nship,Washington County,Pennsylvania as their residtncc:until June 1,1968,01'for six.(6)months after my decease, whichever is the later date.Any real e,state taxes due on tne fawily home shall be paid by Doris 1,Smith Burnfield and Virginia I. Smith Trexel just for the 'time they continue to reside in tIlls ho~e. 3.The Executors may decide to sell ani real estate I own at the tiltie of my death at any time they agree to sell same subject to, conditions of part 2 above. 4.Due to nec6ssit,{for mene;r for purchase of a home Joseph ii:. Smith has received the sum of one-thous~nd ($1,000.00)dollars without interest and Doris E.Smith burnfield has received the 'sum of one~ tIlousand (~,l,OOO.OO)dollars ,without interest.Due to inapility to If of' iI I IrII L I ,I I ii I!I , @ake pajments on his home Donald L.Smith has received the sum.." two-thousand-three-hundred ($2,300.00)dollars Withdut,1n~er€5t., ,j.'.-I',, ,'0,• .., .,..: ',- ",.~~.~-~~;-..--:-~_.._--~-...,...-..'.'- .' I therefore give to Bernard A.Smith and Virginia I.Smith Trexel ,, .the sum of two-thousc.,nd-three-hundred (~2,~OO.OO)each and to Joseph M.Smith and Doris E.Smith Burnfield·the sum of one-thousand- three-hw1dred ($1,300.00)doll'ars,each.AIJ.,the rE:st,residue, and remainder of mr estate,real,personal and mixed,shal~b~ divided equaliy betwe~n 'my children,bernard A.,Virginia I., Doris E.,Josepn M.,and Donald L•• 5.Lastly,I make,'constitute,and ·~ppoint my two sons ;t' bernard A.and Joseph M.Smith to be the executors of this my Last 'Aill and Testament serving,wi thout any,bond and without any, commission for settlement thereof. Wi tness m:I hand and,seal thi s _-"'=::-..JiO:::.-- ... ,', ,Signed,sealed,published and declared,by the Teitator, Alfred C.Smith,to be his Last Will and Testament in the presence of us,who at his request,in 'his presence and in the presence of ea911 otpcr,have hereunto set our name's a.s subscribing witnesses. Nam~u2dk.fz.(seal),, >t . ,Addre ss :f,'I ifJ;J-f-/(~":,' ,wcu4L Pc<-' ,.Name:j/L-fj!:J!J&€al) Address ,N/'1'~rf1~' "''~;~~/~_, .....- _.,__0-_._~__ / I , ..-. -----.,.r~,....__:'----------,~----__~4...-_........,~_.I •m ~~,....,. <;n .-N ·~---..~ ~rr, o t;l! 1. ..~.2. ".,3.. ,p-~t-r-g{ l\ffibauit (@f fxrrutnr (@r l\bmiuistratnr j;tutr of 'rnnsyluunia.f BB: C!lounty of lIusIpngtnn f Personally before me,the undersigned authority,a N.Q.'rA.R.T.X..J~lH?.I:!.I.C.in and for said County and State,appeared !?~.~!.?:.~.~~A.~§~.~.~.h ~!.?:~.._.~g.~.~.PJ~M.~J?~J.~.h _who,being duly sworn according to law,deposes and says that t heyJOl~eexecuto~iC~UtPrl1CdCi~«1tM-of the estate of ............................~.!..f..~~.9.g..~$.~~.~.h __deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate oL.Al.f.r.e.d C..•.....SJni.th.__, 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 ExecutolS .1UtmilDi6~mllCday,ili?f;::}:~fi-e.this:~~}~~~-. ........~L!z.A...J ~~.................................~.Executo~tlst~X : .AdbITIONAL INSTRUCTIONS An inventory must be filed within three months after appointment of personal representative. A supplemental inventory ml:st be filed within thirty days of discovery of additional assets. 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 Oopies and 2 RCRI-33,Over $50,000,including Copy .ofWill and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.1.513 Sec.5.2,72 P.S.4844.2 -I..:.3Jitueutorg aub Appraisemeut of the goods and chattels,rightJ and credits which were of;..:..__:..~A1.f..r..~.:g c...!~S.mt.t.h .late of N.o.r..t.h F.r.ank.l.in TQwn.shlp _,- I Washington Cou"nty,Pa.,taken and made in conformity with the above affidavit. /V DOLLARS PERSONAL PROPERTY CENTS 1.Checking account in The First National Bank in Washington,Pa.3 45 2.Savings account No.20401 in First Federal Savings and Loan Association of Washington,Pa.1,881 91 3.Savings Certificate No.43951 of Mellon National Bank and Trust Co.3,000 00 4.Refund of Washington County Insurance Company insurance premium 8 00 5.Prudential Insurance Company of America Policy 35l3l022~ payable to estate 40 98 6.Prudential Insurance Company of America Policy 42002469,payable to estate 21 94 ~4,956 28 REAL ESTATE 7.Lot of ground situate in North Franklin Township, Washington County,Pennsylvania,fronting 57 feet on Park Avenue (formerly the Upper Ten Mile Plank Road) and extending back in a southerly direction of uniform width a distance 120 feet to land now or formerly of the :Park Avenue Land Company,being bounded on the East by land now or formerly of E.B.DeNormandie and on the West by land now or formerly of Louis Donner. Improved with two story frame dwelling house known as 250 Park Avenue.$9,000 00 Personal Property Real Estate Tdal $4,956~28 9,000.00 $13,956.28 .f II, 10 _~,4!~~.. '....~,' 3"-fc,g-Z?? 1\(0."2596 \ .- \:- Inventory and Appraisement IN THE ESTATE OF i c 'ALFRED C.SMITH }·iled Q~..~.9.!?~~_M:.L ..:__._,19 68_ •• IiJt::Jf'v '. ;;;C).:::::J2;;!3i r::(r'::-:::.0,--' r::;,'--~'":?:v~;:::~r-"'~ ""r::::; h~jJ C'l {J --/ !~ ::;p-::.: -..~ " ----'r-- '-lO ~2 ;' McCreight,Marriner &McCreight 520 Washington Trust BUildin~g~. Washington,Pa .'15 301', . i " NO.63-68-888 ADMINISTRATION ACCOUNTS The First and Final Account of BERNARD A.SMITH and JOSEpH M. SMITH,Executors of the Last Will and Testament of ALFRED C. SMITH,deceased,late of North Franklin Township,Washington County,Pennsylvania. SUMMARY Debits Credits Balance 9,325.00 9,325.0 $5,003.28 $5,003.2 93.00 93.0 -9 075.0 $1,124.2 1,026.00 -1,026.0 500.00 500.0 $2,510.08 -2,510.0 9,075.00 $13,204.08$14,328.28 PRINCIPAL PERSONALTY, Schedule A RINCIPAL REALTY,· Schedule B XPENSES OF ADMINISTRATION, Schedule C UNERAL AND BURIAL, Schedule D EBTS OF DECEDENT, Schedule E INHERITANCE TAXES, Schedule F ISTRIBUTION, Schedule G The above balance is in cash on deposit in the checking account in the'name of the estate in the Washington Office of First National Bank. 1968 June 11 1969 June 20 1968 June 11 1969 June 4 SCHEDULE A PRINCIP~L PERSONALTY,Debits: Personal property per Inventory and Appraisement ~enry G.Hood &Sons -insurance refund SCHEDULE B PRINCIPAL REALTY,Debits: Real estate per Inventory and Appraisement ~ain on sale of real estate to Dorothy L.Ross, as follows: $4,956.28 47.00 n,003.28 9,000.0( Sale price Inventory $9,325.00 9,000.00 325.0 $9,325.0 Notary fees on Statement of Debts and Deductions;Account 2.50 $2,510.08 1968· June 19 June 27 June 27 July 10 July 16 Sept.11 Sept.30 Oct.4 Nov.25 1969 April 3 April 3 April 8 April 8 April 29 June 17 June 17 June 17 June 17 June 26 June 26 SCHEDULE C ,tXPENSES OF ADMINISTRATION: i tussell Marino,Register -probate costs ~~bserver Publishing Company -estate notice I ~ashington County Reports -estate notice Observer PUblishing Company -balance for estate notice Henry G~Hood &Sons -fire and liability irisurance Russell Marino,Register -Short Certificate Notary fees Russell Marino,~egister -filing Inventory McCreight,Marriner &McCreight -on account of fees Washington~East Washington Joint Authority -sewer charges North Franklin Township Sewer Authority -sewer connection Waterway of Washington,Inc.-sewer connection supplies Charles Trexel -sewer trap Charles Trexel -sewer supplies Bennet Real Estate -brokerage Dorothy L.Ross -credit on sale of real estate: Sellers'share of 1969 real estate taxes i Realty Transfer TaxesINorth~Franklin Township Sewer Authority - Sewer assessment McCreight,Marriner &McCreight -balance of attorney fees Russell Marino,Register -Filing Account 22.5( 12.5( 12.5( 1.5( 72.0C 1.OC 2.0C 4.0C 350.0C 3.0C 100.OC 50.3C 5.25 9.49 559.5G 117.54 186.50 456.00 525.00 17.00 I 1968 Aug.26 Dec.16 SCHEDULE D FUNERAL AND BURIAL: Stewart F.Barnhill -net funeral bill Kurtz Monument Co.-grave marker $ .'" 916.cO 110.00 1968 July 16 Sept.24 1968 Sept.6 1968 Oct.4 Oct.4 1969 SCHEDULE E DEBTS OF DECEDENT: Virginia Trexel -reimbursement for nursing bill paid Drs.Tripoli and Salvitti -medical bill SCHEDULE F INHERITANCE TAXES: Russell Marino,Agent -payment on account of Inheritance Taxes SCHEDULE G DISTRIBUTION: Bernard A.Smith -payment on account of legacy Virginia I.Smith Trexel -payment on account of legacy Bernard A.Smith -assignment of 1/4 interest in mortgage of Dorothy L.Ross Virginia I.S~ith Trexel -assignment of 1/4 interest in mortgage of Dorothy L.Ross Joseph M.Smith -assignment of 1/4 interest in mortgage of Dorothy L.Ross Doris E.Smith Burnfield -assignment of 1/4 interest in mortgage of Dorothy L.Ross $1,02b.O~ 75.oKl 18.00 93.00 500.0p $1,000.Op 1,000.0~ 1,768.7p 1,768.7p 1,768.71:> 1,768.7b $9,075.0P ,----------------------------- ;,\. Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,3JS amended. Commonwealth of Pennsylvania,County of Washington,S5:. Personally lloPIleal'ed beforA me,At Notary Public in and for said CountyK1Chard~.~owan .and State,_.._,who beIng duly sworn according to law,deposes and says that he is the Se.cr.etar)T........ of the Observer Publishing Company,a Pennsylvania COl'poration,and its agent in thfs behalf;that the said Company is the owner and publisher of the Observer"Reporter,sucC'essor to The Washington Obser.er,established September 18,1871,and The Washington Reporter,established August 15, 1808,a daily news,pap'e,r of general drculation,printed and published and haviIl'g its place of busines's at Washington,Washington County,Pennsyl· vania,where it or its predecessors have been established and published continuous'1y for more than six months'prior to the publication of the notice hereto attached;th3Jt the printed notice or advertisement hereto attached is a copy of an official advertisement,official notice,legal notice or legal adveTtisement,exactly as printed or published in the Obs1eryer-Reporter in its regular editions on the following date or dates;. ..........................................J.ul.y.l.,.8.,.&.1.5.,:1.9.68 .. that neither the affiant nOT the Observer Publishing Company is intere&ted in the subject matter of s'aid notice or advertising and that all of the aHega- ~~~~~;thi,""dovlt ~tO.='~:'.l::2:::L;t;c;: EXECUTO:aS'NOTIC~IESTATE OF ALJ'REDiC:.SMITE, deceased,late 0:.-·Noi;th'):.Franklin Township,'.washi~it.on·~~,u,'x,ty,P~. Letters Testamenta~~pon tire , l above.estate.;liaVi~~'grante:l;;i to tht:unders!giieai~/all personS ha..·Iingcl.aimsagainst.the ,estate a~e' I requested to',mak,!kr-own ;the same I to the undersigned.or"his attorney.and all p'ersons indebted to tl:e. decedent are.'.re=!uested to maKe. payment toAhe undersigned withoLUdelay../',...I .Bernard,A.,·~.mith ", ,2031 East Maiden Street Washin¥.toI:'.E.a.~5301Josepll·,M.SrmtJil1,:,R 'D:,',iM,'.:....l/!il(,.....Washington-";(a~J1530JExecutors'"-,'.c McCreight.'Madirilk &:McCreigl:i 520 Washington,i::-Tflist BuildingWashington,Pa 15301 ' !_~~~rnl:'elts AC+;).~d._~-2!~ Sworn to and W.26792 subscribed before me this..l.5 day of.J.uly.1.9.6.8~~M~A~D~ WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6.1972 Washington County Reports ~ Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY i3AR ASBOCIATI:>N) PROOF OF PUBLICATION In compI:ance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)aDd (25). COUNTY OF WM.HINGTON) STATE OF PENN3YLVANIA r ss. Personall:,"appeared bebr~me,a Notary PubEc in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,.deposes and says:that he :s the Editor of the WASHINGTON COUNTI REPORTS,the official legal pe:iodical fOf sa:d Washington County.publis'hed weekly having its place of busine.s at WaslhingtooJ,Washington Counly,Pennsylvania,and is act- ing as its ag~t in t'his beh"lf;that the.said WASHINGTON COVNTI REPORTS wag;established or.:oAarch 31,1920,and was designated as the official legal publication for Was:lingtCll County,Pennsylvania,by order of the several courts of said County,dated Ncvember 11,1920;that the printed nc,tice or adver- tisement attached hereto is a ccpy of a notice or ad·..ertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: .........J~±y 4..,U.,J.?1 J9..~.?... tbat the affiant or the corporati::m in behalf of whicla he is acting is not interested in the subject oatter of said no-:ice or advertising and that all of the allegations of 'M,.ffid••i,""~~~;m"'~h'~'S~rn".nd Wb'~'""i:--'~ !.~J~~ayof ~~!:Y..._ ,196 ~. ........ZJ::.~..e... ary Public KATHERINE C.YARD,Notarl lie Washingto1,Washington .ee,Pa. My C·)mmission EXPlfesNo~ember 1,1969 Estate NotIces The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby give!; 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. • •• • • • • • ••• • • • • •• SMITH.ALFRED C.,Dec'd. Late of North Franklin TownshiJ.Washington County,Penna.·. Executors:Bernard A.Smith,2001E.Maiden St.,Washington,Pa.153('1,Joseph M.Smith,R.D.#4,Was:t- ington,Pa.15301Attorneys:McCreight,Marriner &McCreight,520 Washington TrustBldg.,Washington,Pa.15301 .~, STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant sbeing duly sworn according to law,depose and say that the above account as stated is true and correct as t.tl.~y _verily believe. Sworn an~su~scribed before me thiS_.__/~_ d~y ~f.;:..;BAR:'?BAR~A~CR-«A-I-G,'t..NC"""',TA~R~••4:::: - •WASHINGTON,"WASHINGTON COUNTY MY COMMISSIOUXPIRES JU:IE 25,1970....:.-~..._l· -h --/-ct''.://__..-.;~41.---'h:r.zLZk---".- Bernard A.S~ith ·····~ffn··~··················· Washington County,ss:I do certify that I have given legal notice to all persons concerned of the filing of thewithin account in the,mann-:r prescribed by Statute and Rule of Court,as evidenced :Jy proofs thereof fiied to No._(q__3i?.ez~_Q __Q . Witn ss my hand and official 'Seal thiS__::z.~__J.__.__._.,lordayaf......:.:.::~9.it~.1.~::: Register of Wills rl +:10 {/}cY'l ::::ll.!'\ Hrl N 8 t .c CIS " 0 P-l +:IM ., C C.,.,0 ..c:+:I{/}M CIS C;3:''';•..c: 0'{/} N CIS l!'\;3:i .....~;joo <1l:S o..... RUSSELL MARINO '''1'1i REGISTER OF-WILLS j WASIHftGTON CO.•PA.r-I111l'---'! ...o ::r::!8i Hi:8:(/)i .:u: t:liWip:::i !i<:...:Ii\J ~. ~. \2J) a:icQ COHcx:i \dIi cY1l j oz !• ,-...' ----,.,.-,._"-------------. J °a,j,D.Jsa S!4.J U!UO!.fnq!J.Js!P JadoJd au!wJ~,.J.ap 0+palSanbaJ A Inp::>adsaJ S!,fJno)a41. ,.~....:. '''-.... ;\:.~ .i '4 ......,, ......... '-~"'#'/""'-'",..." "(\\\\'>'trrnH"t\..,~:\-;.-,;, o'r~ J In the matter of the Audit of Account in . ALFRED C.SMITH .'Estate o>l:,.f --:..../ Deceased. TO THE AUDITING JUDGE: No.63-p...:...8-_8:;;..,,;8;..,;;,8__""----'-_.4gc ~A.A.. our accountantEnter'appearance for'__...:::..:::.::~:::.:~~:::..__ Mc£RE~MARRINER &McCREIGHT l ,., .~" FI'-ED. '69 SEp·26 P"'Z Z3 RUSSEll MARINO~.E~lg,J~R Of \~Il~~ WASH:iNGTON CO.•PA. '~l . ••"\.t"•'f'l .\ /tV'.....-~~ ~n t4t Qtnurt af Qtammnn JUrus af llus4ingtnn Qtaun!y. Jrttnsyluaniu.(@rp4aus'Qtaun 13iuisinn ESTATE OF Alfred C.Smith, Deceased. No.63 -68-888 First and FinalInthematterofthe.e _ A t f Bernard A.Smith andccoun0... Joseph M.Smith,Executors ADJUDICATION AND DECREE And now September ~,19..illL-;this matter came on f~r heori.ng, oudit and distribution atthis session and testimony taken;and thereupon,up~n due con.slderotlon thereof the balance for distribution in the hands of the Accountant IS determined to be $1 121 95 and the account is accordingly confirmed;and it is ordered,adj~dged 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 flied sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account·~------ Additional credit asked at audit 2.25 $1 ,124 20, Balance..e _ Deduct Clerk's Costs &Receipts 1 AMorney~__:!:.Y.M:!o:::c~C:::..:!r::..:::e::..!:i~g.!:.ioht~,~Mo!o5aur""'"r...inl..l.:eiO<Jr.....\,lj&j"""j,lLMoI.loc~C"_lr,.l;e....j.y.qb~tl.--_-1 Virginia 1.Smith Trexel,daughter,legacy ($2300.00), including cash and an undivided 1/4 interest in mortgage (f Dorothy L.Ross valued at $1768.75 as assigned,credit to be taken by the accountants for funds advanced prior to distribution by the Court,and minus share of transfei inheritance tax and interest due thereon on individual liability ($24.05),2275.95 Redebit for distribution -advancements made, Russp.ll Marino,Agent,transfer inheritance tax: Estate liability,$138.85 Interest from 9-22-69 to 10-6-69,.33 Tax dueon individual liability of Bernard A. Smith&Virginia I.Smith Trexel(transfer),48.00 Interest from 9-22-69 to 10-6";69,.11 Bernard A.Smith,son,legacy,($2300.00),including cash and an undivided 1/4 interest in mortgage of Dorothy L.Ross valued at $1768~75 as assigned,credit t.be taken by the accountants for funds advanced prior to . distributiori by the Court,and minus share of ~ransfer inheritance tax and interest due thereon on individual liability ($24.06), 9075.00 187.29 2275.94 $10,169.45 $9,982.16 Pil.It?J.?-/0 ~3-"(8·"A .1J(J;r~ ~. $7,706.22 $5,430.27 -' J.j r.J. J. rr, J "~~J 0 ~::s Z... ~R'B -+p '::J" ~c (II i a 3 0 0 0......fi....., +-\0a... -+ o••;I ..Er ::J"(II t ::: "~6- \~ 0·_l,,-t':) ~t':) J j )..L,•t':)J .""J.')..( .J. J.oj '_ j. J •J J J . .:l _..J ...~i"j J )_v.u_ J.;J. H. J J _lJ cJ J.J]( I J1 CJ o '-'- ..,.J .,. J.. j,'::"_lJ ""J ...1:;, C J.oJ i""j T J'._-..l l(_J J J'eJ JJv ..J cJ iC J~J_=1-"oj l.<" J J J J,V.J .(J .::;J ....J J:J .i >oJ J J ~":J ...I J .JO ~j ~J . j :-;.j :." J v JJ.""" ,0 .~\J .. 1 J.L ~\'.vj\, 1 ":(.L :...J .....J ..)J fJ~J _.1 )~'-) ..-!..L..J . , '.V \'y J \jiv J:...oJ.J .,.J J.J Iv ...TJ..J J.J )...••J J \ •,-,uV ..j t oJ..J JJ J ...J .JJ Je,.)..J ..~.J JU.•.J.J -J J J . J _.• ,'1 J.1.J •. J ~.J J ...J' \J. •lo"'t _ Joseph M.Smith,son,legacy,($1300.00L credit to be taken by the accountants for funds advanced (share of mortgage of Dorothy L.Ross), Doris E.Smith Burnfield,daughter,legacy ($1300.00), credit to be taken by the &.ccountants for funds advanced (share of mortgage of Dorothy L.Ross), ',' B'ernard A.Smith,sin,1/5 residue,qredit to be taken by the accountants for funas advanced prior to distributio by the Court, 1300.00 1300.00 566.06 $4,130.27 $2,830.27 Virginia 1.Smith Trexel,daughter,1/5 residue,credit to be taken by the accountants for funds advanced prior' to distribution by the 60urt,566.06 Doris E.Smith Burnfield,daughter,1/5 residue,credit to be taken by the accountants for fund's (share of mortgac e of Dorothy L.Ross as assigne.d),566.05 .' Joseph M.Smith,sot).,1/5 residue,credit to be taken by the accountants for fun<is (share of mortgage of Dorothy L.Ross as assigned),566.05 Donald L.Smith,son,1/5 residue,566.05 No balance '..jv.~;J .J:"_.:.::.;.),'.' J • I1'0 ~ ( \., J ,0 \" zo" J ,.1 :l ~CD..;3, o ::l!"-CD., o-t. --to:::r, CD j ~n0, I:ao.... 0, ,....'..\,.., -,,:J J J o-t. ~ej. ;i-'-_C - o.... :.j(j '!(JJJ ~$(.. ~....~~f::: =~.0 s~:i.~. ~ ,jJ'.? " ,J N ,t '. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE:ESTATE OF ALFRED C.) ) SMITH,deceased.) DISTRIBUTION RECEIPT KNOW ALL MEN BY THESE PRESENTS,That I,Virginia I. Smith Trexel,do hereby acknowledge to have received of and from the Estate of Alfred C.Smith,the sum of One Thousand ($1,000.00) Dollars on account of the legacy given me by Paragraph 4 of the Last Will and Testament of Alfred C.Smith,deceased;and I do hereby agree for myself,my executors,administrators and assigns to repay to the executors of said estate the said sum of One Thousand ($1,000.00)Dollars or any part thereof on request iif Ilof j II necessary to pay expenses and taxes and claims in settlement said estate. I do authorize and direct that this Receipt be filed WITNESS my hand and seal intending to be'legally bound the papers of said estate and noted upon the docket thereof.;amongf \ "t, 'thiS "7t;f day of (l~~t-,,. ,1968. ~Ld~EAL)~.Smith Trexel 'I r, ~",\~. C LW- .-J- c.o'",-,' Q...loUe", c::n C:J::l... " '.(. .... .., ." "',~, -,1., ') ."...'1,;' ., .,'.~ t"--'...~,1 ~, h' .\• f ,''''," j ~'-.. -.~, t·-• ..... ,., ",r ';:..f )}, ,,,> ,. .. '\ IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE:ESTATE OF ALFRED C.) ). SMITH,deceased.) DISTRIBUTION RECEIPT KNOW ALL MEN BY THESE PRESENTS,That I,Bernard A. Smith,do hereby acknowledge to have received of and from the Estate of Alfred C.Smith,the sum of One Thousand ($1,000.00) Dollars on account of the legacy given me by Paragraph 4 of the ~ast Will and Testament of Alfred C.Smith,deceased;and I do hereby agree for myself,my executors,administrators and lassigns to repay to the executors of said estate the said sum of One Thousand ($1,000.00)Dollars or any part thereof on request if necessary to pay expenses and taxes and claims in settlement of said estate. I do "authorize and direct that this Receipt be filed ~mong the papers of said estate and noted upon the docket thereof. Witness: i t ,~. .." .t .1",.t • ", Of' .. ,. ._... '~,l .•• ,. " -.'...".- ..!; " t, .. .. -'. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF ALFRED C. SMITH,deceased. ) ) ) NO.63-68-888 DISTRIBUTION RECEIPT KNOW ALL MEN BY THESE PRESENTS that I,DORIS E.SMITH BURNFIELD,do hereby acknowledge to have received of and from the Estate of Alfred C.Smith in accordance with the Family Agreement for Settlement of Estate of June 2,1969,an undivided one-fourth interest in the Bond and Mortgage of Dorothy L.Ross dated June 17, 1969,and the debt secured therevy in lieu of the sum of One Thousand seven hundred sixty-eight and 75/100 ($1768.75)Dollars due me from said estate,One Thousand three hundred ($1300.00) Dollars thereof being the payment in full of the legacy due me by Paragraph 4 of the Last Will and Testament of .the said Alfred C. jSmith and Four hundred sixty-eight and 75/100 ($468.75)Dollars Ithereof being on account of my share in the residue of said estate; and !I do hereby agree for myself,my executors,administrators and assigns to repay to the executors of said estate said sum of lone Thousand seven hundred sixty-eight and 75/100 ($1768.75) IIDollars or any part thereof on request if necessary to pay expensest land taxes and claims in settlement of said estat~;and I t I do authorize and direct that this Receipt be filed among the papers of said estate and noted upon the docket thereof. \IIi tness: '. " .'t. .'. "f, ".,~,. I ,~,I .'( d':3tD -..~."'0. ..f'"'0" --r-rno.. ) .' .. , I ." .....I t. ..;' '" ,' •I., .ft " t t • ,•~I •~, l· IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF ALFRED C. SMITH,deceased. ) )NO.63-68-888 ) DISTRIBUTION RECEIPT KNOW ALL MEN BY THESE PRESENTS that I,JOSEPH M.SMITH, do hereby acknowledge to have received of and from the Estate of Alfred C.Smith in accordance with the Family Agreement for Settlement of Estate of June 2,1969,an undivided one-fourth interest in the Bond and Mortgage of Dorothy L.Ross dated June 17, 1969,and the debt secured thereby in lieu of the sum of One Thousand seven hundred sixty-eight and 75/100 ($1768.75)Dollars Idue me from said estate,One Thousand three hundred ($1300.00) ..~Dollars the-reof being the payment in full of the legacy due me byI IParagraPh 4 of the Last Will and Testament of the said Alfred C. Smith and Four hundred sixty-eight and 75/100 ($1168.75)Dollars .thereof being on account of my share in the residue of said estate; and I do hereby agree for myself,my executors,administrators and assigns to repay to the executors of said estate said sum of One Thousand seven hundred sixty-eight and 75/100 ($1768.75) Dollars or any part thereof on request if necessary to pay expenses and taxes and claims in settlement of said estate;and I do authorize and direct that this Receipt be filed among the papers of said estate and noted upon the docket thereof. I WITNESS my hand and seal intending to be legally bound Ithis Ld day of ..TV)/I ,1969. 7 ---=Q~_'A~,~.-I02~6~~~_(8EAL)r~ePh M.8mi th Witness: r'J) \,.. .' ,,-'t " " r ,.'. )• ',") .! .' <.., • J ,, " " V)m'''''. '"""c:n -"'" IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ) / IN RE:ESTATE OF ALFRED C. SMITH,deceased. ) ) ) NO.63-68-888 DISTRIBUTION RECEIPT KNOW ALL MEN BY THESE PRESENTS that I,VIRGINIA I.SMITH TREXEL,do hereby acknowledge to have received of and from the Estate of Alfred C.Smith in accordance with the Family Agreement I ~or Settlement of Estate of June 2,1969,an undivided one-fourth ~nterest in the Bond and Mortgage of Dorothy L.Ross dated June 17, ~969,and the debt secured thereby in lieu of the sum of One ~housand seven hundred sixty-eight and 75/100 ($1768.75)Dollars ~ue me from said estate,One Thousand three hundred ($1300.00) ~ollars thereof being the payment in full of the balance due me )f the legacy given me by Paragraph 4 of the Last Will and Testamen )f the said Alfred C.Smith and Four hundred sixty-eight and 75/108 ~$468.75)Dollars thereof being on account of my share in the besidue of said estate;and I do hereby agree for myself,my executors,administrators ~nd assigns to repay to the executors of said estate said sum of One Thousand seven hundred sixty-eight and 75/100 ($1768.75) Pollars or any part thereof on,request if necessary to pay expenses and taxes and claims in settlement of said estate;and I do authorize and direct that this Receipt be filed among the papers of said'estate and noted upon the docket thereof. t.his WITNESS my hand and seal ~!l day of ~<-.~ Witness: intending to b'e legally bound ,1969. .' I',''" ..' ;.,... +'"t l' '"1"r " " '. I '.~• ~I : " -I':'W , ('::,\" " ..,<,..~, V ,<,:'-..1'" ,. )(" IN THE COURT OF COMMON PLEAS'OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF ALFRED C. SMITH,deceased. ) )NO.63-68-888 ) DISTRIBUTION RECEIPT KNOW ALL MEN BY THESE PRESENTS That I,BERNARD A.SMITH, I Ido hereby acknowledge to have received of and from the Estate of Alfred C.Smith in accord~nce with the Family Agreement for Settlement of Estate of June 2,1969,an undivided one-fourth interest in the Bond and Mortgage of Dorothy L.Ross dated June 17 1969,and the debt secured thereby in lieu of the sum of One Thousand seven hundred sixty~eight and 75/100 ($1768.75)Dollars due me from said estate,One Thousand three hundred ($1300.00) Dollars thereof being the payment in full of the balance due me of the 'legacy given me by Paragraph 4 of the Last Will and Testamert of the said Alfred C.Smith and Four hundred sixty-eight and 75/l0( ($468.75)Dollars thereof being on account of my share in the residue of said estate;and I do hereby agree for myself,my executors,administrators and assigns to repay to the executors of said estate said sum of One Thousand seven hundred sixty-eight and 75/100 ($1768.75) Dollars or any part thereof on request if necessary to pay expense and taxes and claims in settlement of said estate;and I do authorize and direct that this Receipt be filed among the papers of said estate and noted upon the docket thereof. ,1969. ,~jd~ Bernard A.Smith this WITNESS my hand and seal f day of ~4~ intending to be legally bound (SEAL) Witness:r9z~a~ ,' ,. ". .,,' .;'" ,....,....; j,',., •I,,:,., " "'.,"."',. "1 ~ 'J " ..' <• ,', ., "... •• "\ ;l " r rn ,,0 -N ,., ....,......,,~.7'\.-"".,~"\; ~I '. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF ALFRED C.) ) SMITH,Deceased.) FAMILY AGREEMENT FOR SETTLEMENT OF ESTATE WHEREAS,Alfred C.Smith,late of North Franklin Township Washington County,Pennsylvania,died on June 11,1968,leaving his Last Will and Testament (a copy of which is attached hereto as Exhibit "A")which has been duly probated,and Letters of Administration upon the estate have been issued to Bernard A. Smith and Joseph M.Smith,the executors named therein;and WHEREAS,the said Bernard A.Smith and Joseph M.Smith have received from Dorothy L.Ross an offer to purchase the real estate owned by the estate,consisting of the house and lot known as 250 Park Avenue in North Franklin Township,Washington County, Pennsylvania,for the sum of Nine Thousand three hundred twenty- five ($9325.00)Dollars of which the purchaser offers to pay Two Thousand two hundred fifty ($2,250.00)Dollars down and the balance of Seven Thousand seventy-five ($7,075.00)Dollars, together with interest and premium at the total rate of seven per cent (7%)per annum,by monthly installments of Two hundred ($200.00)Dollars each,to be secured by a purchase money mortgag on said real estate;and WHEREAS,the undersigned have consented and do hereby consent to the executors'accepting said offer and Bernard A. Smith,Virginia I.Smith Trexel,Joseph M.Smith and Doris E. Smith Burnfield,four of the undersigned,are willing to accept said mortgage in kind as tenants in common in lieu of equivalent cash distribution from the estate; NOW THEREFORE THIS AQREEMENT WITNESSETH that the under- signed,being all the beneficiaries under the Will of the late Alfred C.Smith,deceased,and all the heirs at law of the said .. Alfred C.Smith do hereby agree : 1.That the executors of said estate may sell and convey the real estate to Dorothy L.Ross for the sum of Nine Thousand three hundred twenty-five ($9325.00)Dollars,payable Two Thousand two hundred fifty ($2,250.00)Dollars in cash on delivery of deed and the balance of Seven Thousand seventy-five ($7,075.00) Dollars,together with interest and premium on unpaid balance of principal at the total rate of seven per cent (7%)per annum by installments of Two hundred ($200.00)Dollars per month,said deferred payments to be ~ecured by bond and purchase money mortgag payable to said estate. 2.That Bernard A~Smith,Virginia I.Smith Trexel, Joseph M.Smith and Doris E.Smith Burnfield each irrevocably elects to accept an assignment of an undivided one-fourth interest in said bond and mortgage and the debt secured thereby in kind in lieu of the sum of One Thousand seven hundred sixty-eight and 75/100 ($1,768.75)Dollars toward the legacies and residue due each from said estate. WITNESS our hands and seals,intending to be legally bound,this :1 ,~day of J {)i1 e-,1969. l3~d~(SEAL) Bernard A.Smith ~£kti~SEALl-Virginia f:SmiihI'eie1 ~Z%?~(SEAL) ~h M.'Smith .A~~t.~~(SEAL) Doris E.Smith Burnfield. ~ifuz/~(SEAL)onald L.mith Witness 4.no'5tJb5Ci'I},.pd 7:(J btJ(rJre ff/i e t 1115 J prj dd/~f Jv;;e )Ir&r C}~of~ce,..I tJ '5 .... My eommluToll bplres JeJluery 1:1974 WILL •...-.r---::;:::;-7t..--",, .~•.:=.I.--:~--'._"... .1 I" I . 1;.~ '. .: ~.~., '.J~_- -;~ /"/'. •1 " I,Alfred C.Smith,of North Franklin Township,Waslungton County,Pennsylvania,do make und publish this my lust Will and Testament hereby revok~ng and annulling any and all wills by me at any time heretofore made • 1.I direct my Executors hereinafter named to pay all my just debts and funeral expenses as soon after roy deceas~as convenient and to pay all inheritance tax as soon after my decease as convenient• 2.Doris E,Smith Burnfield and Virginia I.Smith Trexel are to have the full use,rent free,of the family home at 250 Park Ave., North Franklin To~nship,Washington County,Pennsylvania as tneir residence until June 1,1968 or for six (6)months after my decease, whichever is the later date.Any real estate taxes due on tne - family home shall be paid by Doris ~,Smith Burnfield and VirgiLia I. ".-Smith Trexel just for the time they continue to reside in this home. 3.The Executors may decide to sbl~any real estate I own at the tifue of my death at any time they agree to sell same subject to conditions of part 2 above. 4.Due to necessit,f for money for purchase of a home Joseph ~. Smith has received the sum of one-thousand ($1,000.00)dollars without interest and Doris E.Smith Eurnfield has received the sum of one- thousand ($1,000.00)dollars without interest.Due to inability to make pajments on his home Donald L.Smith has received the sum of two-thousand-three-pundred ($2,300.00)dollars without interest. .'.'.:'"-.;..,".~,":"''\'':.-',"1 ',":, ,. ." EXHIBIT "A" ,.,• -.,...',-J • I therefore give to Bernard A.Smith and Virginia I.Smith Trexel the sum of two-thousand-three-hundred (~2,oOO.OO)each and to Joseph M.Smith and DorisE.S~ith Burnfield the sum of one-thousand- three-hundred ($1,300.00)dollars each.Al~the rest,residue, and remainder of my estate,real,personal and mixed,shal~be divided equally between my children,Bernard A.,Virginia I., Doris E.,Josepn M.,and Donald L•• .. 5.Lastly,I make,constitute,and appoint my two sons bernard A.and Joseph M.Smith to be the executors of this my Last Will and Testament serving without any Bond and without any commission for settlement thereof. Signed,sealed,pUblished and declared,by tne Testator, Alfre"d C.Smith,to be his Last Will and Testament in the presence of us,who at his request,in his presence and in the presence of 'each other,have hereunto set our name"s as sUbscribing witnesses• .Nam~~(Seal) Address c2 b if rPj}-f--Jr ~ W~L Pee-Nam4L~p5eal) Address aMi'l-UA!1.-...e--. .Y;'~./~- .. " _. Witness IIJt hand·and seal this _~::........I1Il::-February 1967• ....~~. ~.--i-"'..;:f·'i '.......,~..f···;",~,}.;li.,,;. f '. ..\. ,.'.,. .",'-." ".-.-_.,-~ I f) s:(") () ::0 ~~ J>~ ~:I~z~:-l~~6 s: :1:0 :11»Z z z ::0 G)-l '"::0-l :II -(_.o C til ZZtil»",.-l -i ::0 11 OJ r»c »Ql '1";::~s:Q (")z () G)::0 fT1 G) :I-i , IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION t::.I.I.Cli t;).~C'"t...E'r:r; t;p9 SEP'26 PH 12 2Z· IN RE:RUt~'¥.i1r.r..E M?J:R 1~:t)FRED c. R.\EGlS«i~R OF WI.LLSWAS~i~GfGNDe&~~t:d., FAMILY AGREEMENT FOR SETTLEMENT OF ESTATE .-'- j' iiIIII! J I-J.~'7";'-- :i McCREIGHT,MARRINER 8:McCREIGHT ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTUN,PA. ,~.---""......_......l _-..-......'~_...,.o...~.........__,'<;-A:''''''''''''''''~.........._!-o_:~~.f-....".,..~.,._~::'~.~.,:.~_"""'~'::'~'_ec-"'f'S'~''''''''''''_w.'. ,~....,.....----------------- IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA / .WAIVER OF FAMILY EXEMPTION IN RE:ESTATE OF ALFRED C. SMITH,deceased • ) ) ) NO.1968 day of We,the undersigned Doris ·E.Smith Burnfieold and Virglhia I.Smith Trexe1,of 250 Park Avenue,Washington, Pennsylvania,being children of the late Alfred C.Smith who were members of the same household as the late Alfred C.Smith at the time of his death,do hereby waive any and all claim to the family exemption allowable under Section 211 of the Fiduciaries Act of 1949,as amended. Witness our hands and seals this ~t! ~>~~~~A~~,~$44~<r~~4~~~~~~'1968,intending to be legally bound. ~L7£~~Witness '=t ~1f~ L) IiII I ------.------------------------i ';c.,.,,"'(',' .- .y ....::: f ( , '- ,.',,...' -r""',.'. .. .' ,~..~ '....,' .f',..~,,'..J '..{I 1',:'~ '. ·t,.1 , -.\"~~'"t '...j r 1.~:,.~~"1; .,., i'(",' " r "o ,. ,'.".:7 .1iIII II I, I iJ'I~~ , ".'f .".~. ~.','1,1 r I l, r " -.. ",.,r., ".'". I IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA. ORPHANS'COURT DIVIS ION ESTATE OF ALFRED C.SMITH, DECEASED. ) )NO.63-68-888 ) DISTRIBUTION RECEIPT KNOW ALL MEN BY THESE PRESENTS that we,the undersigned, do hereby acknowledge to have received from the Estate of Alfred C.Smith the amounts set forth below in full of our distributive interests in said estate per Adjudication and Decree dated Septem er Share 26,1969: Bernard A.Smith -Legacy $2300.00 1/5 residue 566.06 $2866.06 less tax ~24.06 $2842.00 • Payment 10/4/68 Cash 7/1/69 Assignment of Mtg. 9/29/69 Cash 10/4/58 cash $1000.00 7/1/69 -Assignment of Mtg. 9/29/69 Cash $2300.00 566.06 2866.06 -24.05$2842'.~tJi!~-· Virginia I.Smith Trexel Legacy 1/5 residue less tax "".....1.,.,. 7/1/69 Mortgage Assignment $1768.75 9/29/69 Cash 97.30 Doris E.Smith Burnfield -Legacy $1300.00 1/5 residue .'566.05 $1866.05 Joseph M.Smith -Legacy 1~00.00 1/5 residue 566.05 $1866.05 7/1/69 Mortgage Assignemant 9/29/69 Cash 1768.75 97.30 $1866.05 Donati L.Smith - 1/5 residue $566.05 9/29/69 Cash $566.05 WITNESS our hands ans seals,intending to be legally bound. ~slhauv?//l-~& ~""'~~I .. ~u~~ 0;;:- COd/;/7'?2 !Pet I 19k 9 I / ud";I;/7~Z {2-<ci;~~I r b 57 &d.I.,lr;b9 7 • " ,( ,',\,'".. .." '., " \ I, ~" ~. ~-.. .~, ~:~..;\r'4 0 "...~I.of •• .,'":!to '." ,. Co,~, .. ., .,,.,. Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF Washington and say 2 .......1 (J rJ3-'~)J);7""j N~me and address of attorney or} other authorized representative to ....... whom all correspondence should be.. mailed. " IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the' Register of Wills of the County where decedent 'resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of __th~Jn9~rit{l.nce_.~n!lE~tate~a?C Act of 1~91.) :_:_~_I:_~~~~:~;A~:O~::__::t:}~ state of P~.r.:l.:n.:.3..y.~.Y.~.r.:l..:l.:.~_:.}ss: County of ,Washing.t.on . ......B.e..rn.ar..g .A...'-S.m.1.t..h a.mt J..Q.!?.~.p.h M.'-Sm.+..t..h ,,,,,,...................................Exeeutor S JtJlQrnl!lWCl.tQfX of the estate of the above-named decedent being duly sworn,depose Decedent'dJed .:r..~~~~.th.;............·}~j~;·i..· '19(~~·i '{~;;~~~aVing a last will,copy of which is hereto attachee.} .;J.'~~:.3.G.!...:Mgq:r~~gh~..,~~9.~..McCr~ight,Marriner &McCreight.,"520'Wash1ngton Trust·Building..·..··..· Washington,Pa.15301 . That as such EX.e..CUt.Qr.~L deponent is familiar with the affairs of said estate and the property (.on- (~:x"cu tor-AdminiBtrator) 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 foliowing:~ I NAME AND ADDRESS OF BANK OR OTHER INSTIT~TION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPosiT BOX RENTED IN NAME OR NAMES OF Smith and Trexe1 ...RELATIONSHIP OF JOI~T HOLDERS TO DECEDENf dau hter That the contents of said safe deposit box or boxes are itemized under Schedules B return,with the exception of the following,for the reasons hereinafter set forth: of this That Schedule A attached l1ereto and made part hereof sets forth full v and in"detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent•. ".r That ~edule B attached hereto and made part hereof sets forth fully and in detail all personal property where~over situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,sav~gs b~kS,·trust companies,or other institutions,whether individually,orin trust for any other person ~r persons giving also separately the accrued interest thereon,if any,down to the last interest day prior\to decedent's death in the case of savings banks,and to the date of decedent's death in all other cases;'~¢l bo~ds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the Un~f;ed .States to the decede'}t;all obligations,whether by statute or agreement they are design~ted as tax f}~of.t~e United States,or any state,or political subdivision thereof,or of any foreign country,which ~r~owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works 'of art,househol~furniture,horses,carriages,automobiles,boats,and anY and all other personal chattels of whatsoever'1ctnd or nature,left by decedent,together with the fairly estimated"-market value thereof;all bonds and mortga~es held by decedent and of all claims due and owing decedent "-____.at the time of death,and all promissory n~tes or other instruments in writing for the payment of money of which decedent died possessed,of whats6ev~r nature,With interest thereon,if any,giving the face value and estimated fair market value thereof,'and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance policles 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 ~t the time of death,with the market value ,thereof at such time. " In the.case of securities of close or famil y 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,toge·ther with the .fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,wi'thin 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 dece~ent,the proportionate share.received by each transfe~ee 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 co~y 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 ind,ividually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the will.,deed,or other instrument of'another, with a copy of the instrumeilt 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,and the 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 o~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 Impaid at time of ~..death;taxes accrued chargeable for period prior to decedent's death (except .thos~allowed under Section 651 of the Inheritance and Estate Tax Act);'together with a stateme~t 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","en,"E",and "F"as directed therein,. have been carried forward and properly registered in the Bernard A.Smith31EstMa~de.nASt• ..........:~~_. ~~~·Rtxomdos• m 'tn" ..........o*..···3~~t;.~it ..HJ~t~}·..·......·......·..· ···.._..·_,.. ........W..(l,.~.h.~.~g.~.Q~J.1 ;P..~..~J5.3.Q.l "'''''' (City or Town and State) NOTE:Be fore 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. \ Subscribed and',sworn to before me this . ................J:C!.....~~~..'day of ...~~19 ~..r-_~~_. ~RCC-34 (.1'-64), COMMONWEALTH OF PENNSYLVANIA(:)·~PART.MENTOF REVENUE _ BUREAU OF COl1NTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE IlA" -REAL PROPERTY ~~ Real property in Pennsylvania,with statement of mortgage encumbrances upon each porcel at death of dece- dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property h~ld by the .decedent·as tenant in common with another or others,should .be identified as to quantum of interest and the estimated value should he that of the decedent's interest only. The real property located In the Commot'wealth of Pennsylvonla should be described by lot and black number,street and street number,together wi th a general descriptlan of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number af a. cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,acciued Interes'on mortgages,etc.,are to be listed on Schedule ifF"and must not be deducted from this schedule. (1)(2)(3\/ DI:PARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write DEATH In this space) Lot of ground situate in North Franklin Township,Washington County,Pennsylvania, fronting 57 feet on Park Avenue (formerly the Upper Ten Mile Plank Road)and extend~ng back in a soutqerly direction of uniform I width a distance of 120 feet to land now or formerly of the Park-Avenue Land Company, being bounded on the East by land now or- formerly of E.B.DeNorrnandie and on the West by land now or formerly of Louis Donner.Improved wi~h a two-story frame dwelling house known as 250 Park Avenue. Source of title Deed Book 701 page 245. (Estimated market value based on appraisal made by Henry P.Bennet.)$2,855.00 $9,000.00 Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this r.eturn.$9,000.00 RCO:"35 . ,\ CO~ONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "13" 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 ~apacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of.another,even though located outside of the State,at the time of death,should be listed in this schedule. 1.Prudential Insurance Company of America Policy 42002469,payable to estate P.Prudential Insurance Company of America Policy 35131022,payable to estate DEPARTMENT VALUATION (Do not write in this s e) 21.94 40.98 8.00 3,000.00.., No Value 1,881.91 . $3.45 UNIT ESTI~\TED VALUE MARKEl'VALUE ITEM List and describe fully g. 1.Personal clothing and effects 2.Checking account in The First National Bank in Washington,Pa. Savings account No.20401 in First Federal:-Savings and L6iil"Association of Washington,Pa. 4.Savings Certificate No.43951 of Mellon National Bank and Trust·-Company 5.Refund of Washington County Insurance Company insurance premium Item No. Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 4,956.28 RE~IDE:\T DECEDENT ro,r)IO:\\\~<::\LTH OF PENNSYLVANIA T1Ui\SFF'R 'INHEIUTANCE TAX RCC;-36 , I '. SCHEDULE "c" TRANSFERS (1)Did de~edent,within two years of death,make any transfer of any material parl_of his estate,with.)ut receiv1ng a valuable and adequate consideration therefor?(Answer yes or no)YeS (2)Did decedent,wi thin two years of death,transfer property from himsel f to himsel f and another or others (including a spouse)in joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer -..,11-,10&.--- (b)State of decedent's health at time of making the transfer.(Note 1).Failing health. (c)Cause of decedent's death.(Note 1).Congestive heart failure (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or.after his death? (Answer yes or no)No (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate considerati')n therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)~N~o~_ (b)The right to 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 -:-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's prolnise to pay income to or for the benefit of care of transferor?(Answer yes or no)No (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to chan~, because of a reserved power to alter,amend,or revoke,or which could revert to rlecedent under terms of trans fer or by operation of ,I aw?(Answer yes or 'no)No (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 decerlent alone or the decedent anrl 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 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 1. 2. :.1 DESCRIPTION \..., ift to Donald L.Smith,son of decedent, f $2,300.00 to assist in purchase of home. ee Paragraph 4 of Will.Gift was origin- ally made in the form of a loan in 1965 hen decedent was about 68 years of age and in good health and was evidenced by judgrnen entered at No.616 November Term,1965, .S.B.The loan was confirmed as~a gift y the Will.dated February 28,1967~and the Judgment was satisfied December +3, 1967.This gift is considered non-taxable".as not being made in contemplatJ.on o,f death. Conveyance to Bernard A.Smith and Virginia Trexel,children of decedent,of land ,lot tract of land situate in Amwell Township, ashington County,Pennsylvania,by deed dated February 3,1968,of record in Deed Book 1273 at page 23.Market Value per appraisal by Henry P.Bennet made July 31,1968.$800.:it/~'),tJ \1- MARKET VALUE (Es timated) $800.00 DEPT.VALUATION (Dept.Only) 11 I [nsert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ,.. . COMMONWEALTH OF PENNSYLVANIA rHANSlTR INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY ,\I'I, HiSTRrCTI01'iS: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 arid 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 es·tate 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 DEPARTMENT VALUATION Address and Relationship of Co-Owners,and PIace I Value Share Valuation CAUTION-Do not Write of Record of Instrument,where Real Estate.1 In This Space. Value of Value of Entire Decedent's Property Interest ; NONE ; <- ..., I!, I 1III I I III I I I I I I I I 1 \I Insert this total ~osite "Jointly Owned Property",Schedule ·"E"jinthe"As Reported"column on the last page of this return..- •,v RCC-37'(12-6:fl,. l'l5:\nlll~\tE.'\I.;rll OF l'E;\;~SYYl.:\NIA TRANSFER 1!':IIEHITA!lil'E TAX RESIDENT D1XEDE!':T SCHEDULE "D" BENEFICIARIES ~I \ h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY a,e an interest,vested,contingent or other are involved,set STATE YES IN ESTATE wise.in estate)forth this fact.)OR NO BIRTH Bernard A.Smith son Yes $2.300.00 cash and 2031 East Maiden Street 1/5th of residue .... W~l=:.h'inO't:nn p~ Vir~inia I.Smith Trexe1 dau~hter Yes $2.300.00 cash and 250 Park Avenue.1/Sth of residue Washington,Pa.15301 Joseph M.Smith son Yes ,$1 ~nn nn ~~l=:.h ~nn R.D.#4 Box 326 l/l:it:h nf',..Pl=:."nllP Washington,Pa.15301 Doris E.Smith Burnfie1d dau~hter Yes $1.300.00 cash and 250 Park Avenue 1/Sth of residue Washington,Pa.15301 Donald L.Smith son Yes l/'5th of residue R.D.#4 Washington,Pa.15301 -. Deponent further says that all the above-named beneficiaries are living at this time except below:None NAME / DATE OF DEATH RESIDENCE I.. -'., Will ~JOtOOKJErrXDCtXl ~No.Year 19.6.8.: (Executor-Administrator must complete '''As Reported"column #1.) P.'l THE :\IATTER OF THE APPRAISEMENT OF THE ESTATE OF ~~ /' - .".'::!L.Io ()...otiltil ...-J~x~0";" ~til~~. ~C1> ...-J 'i:l ~...C1>C1>~...~::l til ..... til 0......::l 'i:lC1>~...........0 til '0~C1>.......g -< (l)...-< .,..,..,(t, }'-10" ..ALFRED...C.•...SMI.TH.. Deceased I Late of ..Nor.th...Franklin...Township... County of Washington.. Common";'ealth-of Pennsylvania REPORT AND APPRAISAL enc:~ ~>-~en~~>-<: (").(')(") ?"?"?"n td ;;;:;:;: '- ~-fI9~-OO-OO-f19 McCreight,Marriner &McCreight:. 520 washin~}~lT~~Sj;J Building .: Washington,P~.15301·: . .' Sllll:\.:10 HILSi::J3t1 ONId\;t/.-J 113SSnu -(P-o~~~~~ \D~..:0 ~o ..g -;:: 00-.........:0 (l)~o 2:= :.t=-.. CO \0oV100\••o i\)bi:D .2\:>-'.~:'<..~..:~"0:~~<)rt ~ :C):t\()~~:SJ ~\):3:~:~g [ .-..;:~.- . .:f.\,) :00 :. "".<)/:::,:,: ~c..\ .~ ~ ~ ~:-=-.. .~ IJ1:0'\ ....., '- .. , 1~. ;-. ~.,. ,.''> '-, 17 lOa [-::r6t:Z I!d J-.. / \ , RCC-S\(2-64) COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT BERNARD A.SMITH &JOSEPH M.S¥JTH (Executor ~). IN YOUR REPLY PLEA.E REMR TO 37-128-3 In Re:Est ate 0 f --'ALF-'=_RE-'--.::D--'--'C...;.._S_MI_TH _ ____-.-.;.W.:.:.AS=H.:.:.IN.:.:.G;;;.,;T:.:O~N~----County -FileNo.63-68-888 Dear Mr.Smith: You are hereby notified that the original appraisement in the estate of Alfred C.Smith has been filed in the office of the Register of Wills Qf Washington County on April 1 ,19£5l.Said appraisement reflects the following valuations: Real Estate _--,-__~9;.,z,~O;.;;O;.;;O~•.,:;O...;;,O_--_ Personal property_-'--=4~,~9~5~6~.~2~8~·---- Transfers ~80:.:·:.;O:.::•..;:OO~---- Total ~!4=::t..1.,..L.7.£56~.!.::2::.::8~--- As to such ~ax that is paid within three months.from date of death,a five (5%)percent discount is allowable.As to any ~ax 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 .;:.::A:z:::pr::.,;il=·=-=1:..z.,-=1::..9~6:..i:9 _Signe~~~<e-?tJ* Title WeRe CHANEY,C PRAISER DATE OF IEATH:June 11,1968 Note:This is not a bill. ·"\r- RCC-39 (6"'67) '-\~,6""MONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SMITH,ALFRED c. FILE #63-68-888 June 11,1968 SUMMARY ,FILE #63-68-888 rU:;POHT OF INHERITANCE TAX APPHAISER I ~the unrlersigned cluly appointed Inheri tance Tax Appraiser in and for the CountJI of #63 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:04-01-69 06-11-68 HRPORT OF THE REGISTER OF WILLS I,the undersignecl duly elec ted Regis ter of Wills in and for _ Coun ty ,Pennsylvania,(!:s"pf:r:tfUlly report that I have allowed deductions in the amounts claimed by deponent,exc(!j,t as to those items where a greater or lesser amount is set forth in the last column to the ri.ght in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTfR OF WILLS INVENTORY Real Property (Rchedule A) Personal Property (Scheclule B) Transfers (Schedule C) J oint-Held.Property (Schedule F) TOTAL GROSS ASSETS LE~~Debts and Decluctions (SCHEDULE F) C.LEA.~VALUE OF ESTATE =====.-=====.-=======:= Valuation of life 'estates or annuities.. . . . • . •*__ ESTATE TAX ASSESS~ffiNTS ~_ CO~WUTATION OF TAX TOTAL TAX BALANCE PAID $------ $-------- $------- $-------$ *------- (:::)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. $=====:= $-----cf>-~======._- $---'---- *------d>~)--'------ fOR USE OF REGISTER ONLY T?-x on $•!)%*_ T ax on $~.6 01 ,'0 :,','Tax on ~:l>---------'---------T ax on $.__lfl%!l: Exemptions .__(:::) Total Estate __ TOTAL TAX Less tax previously paid BALANCE Less !)%of tax if paid within '3 months after death 3"\LANCE OF INHERITANCE T~X DUE -Add interest at rate of 8%from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6%from to FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subselJuent adjustments are made to the above computation of tax by the Hegister of Wills,for proper reason,same should be noted below,with short explanation. Will ~Administration \No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ALFRED C.SMITH Deceased Late of .N.FRANKLIN TWP. County of WA?li.pJQ:'J:'9.N.. Commonwealth of Pennsylvania REPORT AND APPRAISAL -------~_.--- ) .t"~_ Fonn'RCC-2 DEPARTMENT OF REVENUE.-. BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSY~VANIA RESIDENT INHERITANCE TAX' APPRAISEMENT DATE Ap;r.;.+.+.I.:.J.::9.~9.. COUNTY w.~.~.h.:iJ.1.gt,.9.:g . FILE NO...§?:.§..~:.???.__ . Whereas,~.~~.q 9..~~~~.~late of ~.~~.~.~.~~~~?.~_.. in the County of ~~~.~.i..~.~~.~Commonwealth of Pennsylvania,having died on the .l.+t.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.~G.b.9.p..~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 aner 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 Appraisement Description of Allet Valuas Made for Inheritance Tax Purpclas REALTY:$I Lot of ground situate in North Franklin Twp.,Wa.shington County,Pa.,Improved with a two-story frame dwelling. Seed Deed Book JIq&701,page 245.9,000 00 I PERSONALTY:, Checking Acct.in First National Bank in Washington 3.45 Savings Acct.in First Federal S2.ving &Loan Assn.1,881.91 ~Certificate of Mellon National Bank &Trust Co.3,000.00Savings Refund of Washington County Ins.Co.insurance premium 8.00 Prudential Insurance Company of America 40.98 Prudential Insurance Company of America 21.9L. 4~956.28 4,956 28 , TRANSFERS : Conveyance to Bernard A.Smith &Virginia Trexed, children of decedent of land lot tract of land situate in Amell Twp.,W shington County,Pa.,by deed dated I I Feb.3,1968,or record in Deed Book 1273 at page 23.800.00 Total 14,756 28 fonn~~V:;:~hbl:":::~h~W<>rrl~/~~~~:~a~o~e~em~~~~~a~~r~~~enti~l~ZX....~............q;:;.'7.....................[;2v......~..x .................. Appraiser ~~~~~';-.;:~:. (, ..., /' Appeal f1'am Appraisement,t'l ··ZrUcl .................................WA§fIJNG'l:'QN.......................CoUlIty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ALFRED C.SMITH ~ Deceased. Late of ALFRED C.SMITH........................................................................................................................... Date of Death,~~~g~~9.9.?. Appraise/nellt Docket Vol.,3.7 . Page,;J,g$.~.3.No 9J.~9..~~.~$.~.. Filed in Register's Office,Apct:;J,.~,J9..9.9 . Amount af tax dtce,$. DEPARTMENT OF REVENUE ~ Received, ..........··..~·?I,t!J··~~:(YD (fJ(Jl~1'iJ :f1JSViMEraminedandAppro.,d,··························S'llll>l.dill !J:iiJ1Si~<l ' '.APprai,,;'en"jjliiillViVI 11~SSn~Wrote abo.ut.~ .........,_- -~-.. ..92 .dlS69,; '8n ""jj".Entered and charged,\Jl ..:1b 11 J: I [ ANO AGENT O~TH~CO~MONW&ALTH DAn:OF 0 EATH __.s.L,T.J.,oIJu..nu;;e........J....JL.,J--.L..l:z.q.lL6.\.!8 _ LATII .OF'__N_o_r_t_h__F..;;.r_a_n;;;;.k;..;.l;..;.i__n~T_o_w_n::.::.-s_h_i..:..p._ ~3--,i ->J g 2 STATEMENT OF DEBTS AND DEDUCTIONS COUNTY 4 OfFICE OF T..1i C1ATE:OF'F'ILING AFPi'lAISlLMENT Oct.4,1968 ESTATE OF Alfred C.Smith RE:GlflTER OF'WILL'; f ~'''''I,RC C ,H', \';'IO"''1'(INO.O~I NA~&:OF PAYEEV0UC~''''t I RE~ARKIl ,A'-OUNT,I 1968 I EXPENSES OF,ADMINISTRATIO~- ,.T"no 10 Rlj~~pll Marino.Register Drobate costs 22 5C JUne 27 Observer PUblishing Co.estate notice 12 5C .TllnF'')7 Washington County Reports estate notice 12 5C .Julv 10 I Observer .Publishing Cpmpany balance for estate notice 1 5CI .T1l1 'II If)Henrv G.Hood &Sons fire .and liability insurance 72 00 ~I'>nt-j 1 1 I Russell Marino.Register'Short Certificate 1 OC ~o'"'t-j ~n , Notary fees 2 OC Oct .1·4 Russell Marino,Register Filing Inventory I 4 O'C Nov.1 25 I I McCreight,~arriner&McCreight on account of fees I 350 DC .L~oJ Bennet Real Estate brokerage fee dn real estate 559 5CJunE!17 JunJ I realty tra~gf~~/17 I Dorothy.L.Ross credit for 186 5C , June 17 McCreight,Marriner&McCreight balance of attorneys fees 525 DC I '. June Russell Marino,Register ,Filing Account 17 DC JunE I Notary fees 2 5C I I . 1,768 5( !I Less refund of insurance 47 0·( I 11.,721 I 5( 19btl 26 i FUNERAL AND BURIAL I AUEl.Stewart F.Barnhill net funeral bill Qlr..nn Dec.16 I Kurtz Monument Co.grave marker 110 faD 196~I DEBTS OF 'TIE ;".1".1\1'1' I I 16 bill £ai~Ju1\y Virginia Trexel reimbursement for nurs rig,75 00 Sep ,-..24 I Drs.Tripoli and Salvitti medical bill 18 00 •$2 Rlln ~n-~~LlJtA 1'l..A -J"~I!J-Zr ~S· I ': IC:.Aa.....i.h.-"..~,.:,t .-",7~~.A..J~rD ~B"JO ;~\.. COMMONWEALTH OF PENNSYLVANIA }Oll:'COUNTY OF Washjngton I.Bernard A.Smith and Joseph M.Smith H£REBY CI:RTln'.TH'AT.TO THE DEa.,.01" ~y KNOIILt:OGE AND DELlEF'.THE FOREGOING III A JUST AND TRU l!I:CTATltMENT 01'O&:STIII.FUNERAL EXPENSES AND EXPENlIf:.S u~ AC...IrIISrF<ATIOH IJUDMlrrED TO THIi:ESTATE:0"Alfred C·Smith OltCItASEO.Alii DEDUCTIONIi YOR INi1l;:liTANCE TAX PURPOSED.~~a~~'WO'"Lt.Ujf.C....D'''OR'••,."~.y.,; (L.5.) _.~/11 .o._~e/;?1 AL~~"/L//.111·'~'17£7 1'7f!Il1fl 0..J {'h ~~"'"'rJ 'Joseph M.Smith,....BARBARA·CRAIG.NOTARY PUBL~~ WI5~!I:I·7~'I.WASHINGTON COU:~ ,lI1Y COMMISSI\l:1 [XPIRES JUNE 25,1970 I ~ ~----- "•1 •:. .\ I.j 1 \ 1 1 ·1I J 1l -?:I 'V~. .j \ ~OF WASHINGTON ~----~~..--.' \ '69 JUL I AN 9 38 / "'t,.•, ,.. RUSSELL MJ~RINO REGISTER OF WILLSr- WASHINGTON CO .•PA, .' , J fT?.6 IlESIDENT DECEDENTS File NoG]...se.AAA COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax ~9FormRCC-4-RI-3-66 No.978881 Date September 11,19 68 Office REGISTER OF WILLS,If'ASHINGTON Pa. WASHINGTON County,ss:Received from Dernard Smith and Josephine Smith (Executor,~f.~~~of the estate o'.l-f-------,aM.~U"tng==,~D~'4cr...~ma:i:!...~'!'~8~'----------------- who died J'ih"1G 11 19-G8,the sum of {lIVE 9UWDnEn and !!n/lno - -_..Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax 526~31 5%$ 10%$ r.:~~$ 15%$ Tax on $_ Tax on $_ Tax on $On Account u, Tax on $_ Date Real Estate Personal Property Exemptions *$=============. ..! ~ $======= $------- $26 ..31 $======== $-------- Total Estate $_ Less five per centum of tax if paid within 3 months after date of death Less Tax Previously Paid (if any) Balance MOORE BUSINESS FORMS,INC..ELMIRA.N.Y. Amount of Estate Tax Assessed under the Act of May 7,1927, Total Tax $_ Register of Wills Total $._500..00 *As evidenced by Charitable Exemption Certificates issued by'the Secretary of Rev,enue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended by Act No.381,approved July 11,1957,and Act No.207,1961.Section 302. S,E'J\.U I ,r~//'~"'I....../~~''/.,,"f..t."_,••t,..o<;"-{,'/1$r.,..4 ....lVt.--O Add interest at the ratc of % from ---=._ to --'....:.........,._ I~COMPtEm $,------ $, $,-------I $ $------ $, 1J[ffiD [P[LD ©£1J[E $------- $,------- Total Total Gr~ss Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date 19__ _________19__ Date 37-128-3 NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes. Estate Tax Assessments Date 19__$1 _ ________19__~$============= NOTE:In accepting the transfer inheritance tax on future estates prior to the death of the life tenant or tenant for years,as evidenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearethatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. l 3 FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX.- RESIDENT DECEDENTS.. RECEIPT 37 128 Docket Page Une,_ ALFRBD C.SHIm EstateaLi _ OFFICE OF REGISTER OF WILLS WASHINGTON~ ---------__Pa. September 11 68 Date 19__ 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 HARINO Register of Wills 1201 (g).Act of April 9,1929,P.L.343,as amended,viz:-"To receive from Registers of Wills all duplicatere- ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each such receipt shall be signed and sealed by the Register ofWillsandtransmilledtotheexecutororadministrator,whereupon it shall be a proper voucher in the settlement of the estate.In no event shall the executor or adminis- trator be entitled to a credit in his account by the Register unless the receipt is so signed and sealed bytheRegisterofWills," Fill in below name and address of person to whom tax receipt is delivered: • I To ATTYS~J!cCRBIGHT t MlMINBR &KcCRllIGDT 520 WASHINGtoN fRUS!BUILDING l_ L WASHINGTON,PBHNSYLVANIA 15301 -.l