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HomeMy WebLinkAboutOC1968-0894 - ESTATE OF HARRISON~n tq:e QI.nurt af QI.ammnn 't:eus af IIns1]ingtnn QI.aunty. J:euusylnnniu.®rp4nns'Qtnurt Binisinn ESTATE OF N 63-68-894o._~--:....:....-~::....-_ Anna L.Harrison, Deceased. In the matter of the First and Final Account of Homer T.Newlon,Jr., Administrator ADJUDICATION AND DECREE September 69 ..And now.,19__,this matter came on for hearing, audit and distribution at this session and testimony en;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be$14,261 .32 ,and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be token herefrom sec.leg. / SCHEDULE OF DISTRIBUTION " e 4 2Balanceperaccount$15,1 51 c::;., ! Additional credit asked at audit 890.00 Balance $14.261.3{!;.JI,0 (),-/ Deduct Clerk's Costs &Receipts 31.00 .....:.on ~ Attorney Homer T.Newlons"Jr.$14,230.3' cfLd'1-11 ~1- Russell Marino,Agent,transfer inheritance tax,$43.37 ~- Interest from 9-20-69 to 10-7-69,.11 43.48 $14,186.8 Mrs.Anna L.Baker,daughter,1/2 balance,I 7093.42 Mrs.Theresa Blackberg,daughter,1/2 balance,7093.42 I No balanc -' I,- \..1 c _.." t... 1,)_'J 0 ~~ ...z R' ::Jn'"",? 0 :r y-+t i C (1) ~a 3 S-o ~". ... ~a ~ 0 "t ... ~ :t := (\) ~ & :¥ti~~I."'"..'~#J __-J )~.J, J i"..__..._.. ...o ~;::i:~", -J_.co ("J Q.. ~; en C;C 0> \ .'.J j ~ cJ L l ,~.J,_.._'J .~ l •...tv-\ L-..... ,.,J j ~.' j \.........iPORM67 .•:~REV.1-50 REG.WILLS Application for ~ttttrB of 1\llminiBtratinn on tbt Estate of ~~~.~~!.~9.~.. late of Mc.P..QP..a14."l?.eP..p..~.y.Jy9D.i..g ,Deceased. Before ~he Register of Wills of Washington County personally appeared M9..m~~T.~New..tQD.."J.);.I!.. who,being duly sworn deposes and says that...~~~.~~.~~~.~.~~.~~_. age .7..5 ,having b.e.!"last family or principal residence at.~.!4 ~.!~~P.:~.QJn !\y..~n.y.~.). (Street and Number) ............M~.P.9..ng.l.g .':,Washington County,Pennsylvania,died intestate (City,Borough,'Iownship).- at.Wa,shingt.oo f.a.,.,on the 2.0..day of J.une... A.D.,19 6.8 ,at.....5..:.3.0 P.•.M.,possessed of personal estate to the estimated value $....J.f..2.Q9..Q..~.9..9,and of real estate in the Com~onwealth of Pennsylvania to the estimated value of $.n:on~. .''.!....................l'r.",sItuate In ;~,.. The names and addresses of the decedent's surviving spouse (if any)and other heirs including heirs by adoption)are 'as follows. REI,ATIONSHIP RESIDENCE MJ.:§..'AD.Jl9 L.,..B~k.er.S.i.s.~.er.]f.9..§Q ~J~y.~!~n.4.A;v.~~~.J .. .......................................................................................................~;.~~'!?.~:Y..;!.~.!.~9.~~~_. ~~.~~h~.?;..~~~~J~.~~.p..~~g §.~.~.~.~!";9..Q§_N.~Ke.p.D.i..~Qt.t.Ay.e.nye.". ........-_!\?;..~~P.:g~Qn ~~.~gb.~§.J.~~.l.~.;tD.Q.;t.~.. .........................................................................................................................·T · · ··~;; - is a citizen of the United States and a resident of Pennsylvania,and respectfully applies for Letters of Administration upon the Estate of said decedent,no letters having been previously issued thereon. Sworn and subsc ib~before me tbis.d2._~./L _~.~.j...l _ . dah2 :.:.~:'::19 QIL. .......tJ.... REGISTER COMMONWEAL H OF PENNSYLVANIA}SS: WASHINGTON OUNTY,~. And now ;..f.:'!.~-t~~..?::::_..Z ,19 9.8..,comes RQmet'T Ne~lon J.r.,... who being du -btworn doth depose and say that...b.e will well and truly administer the goods and chattels,rights and credits of .AnD.9.~Hg.J;:~iSQn.,=,deceased, to the best of......h.~~..skill and judgment in strict compliance with the laws of this Commonwealth,mind- :~~~;~.;:.§;~:~;~:;~~j:f /oL .._fJiL/t ~. ·l~¢:.~.p~~-::J:-:J-:::f..-::.:n................... REGISTER I, ",I :JJ \~ .~ /-~,,;.p',. ,~ rr .'. .;, /J~f ~~t;;.-c:l''?~Jj' APPLICATION 'FOR Letters of Administration -I., ESTATE OF ANNA L.HARRISON Deceased-"' R $. Letters....................................................../1'-p c;/ P $:/-. $..Extra Alias . . . . . . . . . . . . . .3 &'c;JadC?$ :..Certificates ..I (.,(J .$.Renunciations ..//5{:::~.?:+?l? ........:. .-...................• • • •..t""l..•..•• •..•. ..:....·........·....:~:..........·:s::i=;·:·:........·,....·:..··..........TotaI.........~ LU -"-.-c=>c-«-..,--l:.._', --1 "-,~" :".-~---Cd 1::1;":; i (/'JI-:- •:7 (rl~..---.-:=-,~ ~C:.:L<.i-'c= Homer T.N~w1on;Jr.;'~Esq. 1802 Law &-'Finance Bldg.' Pittsburgh,Pa.'15219 Attorney ,10 ~2 'p 13 -t,::h (»~-:27~.'I 'I' ~.-, • ",'f '1 irnunctntton hereby renounce ____7~LL~t1IC.!..~~VI,-"o:/.__,t=-----·_.---+>~~fJ::~d...!..Y-,-r.L...:.'1J,,--,()~~~'Deceased. The undersigned_,Al1k l j.JelleV't 7lfYltJ4 (Parties entitled to Letters) die I Y'"right to administer on said estate and respectfully request U.at Letters,__f)r.<:.:f=~_--,dl<-'L.t-~~~/"::':WJ"-"..!<J.!1-,---,JJo<...-l'---~'--"'.(L::d-,-I=--o'--""''-(__ be issued to'__77h~{j_tf_t",-,,-ev_--,-J_.~-,-A_'lA_ecw....:......:...t_"..:...../~~--=-V_....:::~,--,,-__(7--=-Y'_11"--'P--7'/~r . _7 l£cJy ldd cf £~c~c1Jli,1 Witness ;-:.:;z;/RJR.-4A/fJ3i.d_¥,.~ ,.J;:(/ .1 ---------.-'j.f--------------.,------,----.-, ..~I ~~. I ;' I IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA No. ESTATE OF ANNA L.HARRISON, DECEASED ...,s ".... .;;;;-o __ ~•J ~-:RENUN€IATION ,"v ~.; \........ V) 0_12_-1 ~:'- "':'--,'- .<:(...J -·r··~l",'..:: ~j I : Homer T.Newlon,Jr.,Esq. 1802 Law &Finance Bldg. Pittsburgh,Pa.15219 <t1nmmnnmra1t4 nf Jrnnsylnaniu f lIasqiuglntt <1Inuttly.~BB. I,Russ:ell Marino ,Register for the Probate of Wills and Granting Letters Of Administration in and for the County of Washington,in the Commonwealth of Pennsylv,ania, to Homer T.Newlon,Jr. administr a tor of all and singular the goods and chattels,rights,and credits,which were of Anna L.Barri SOI11 "~: late of Washington County,deceased, ~GREETING:: WHEREAS,the said 'Anna L •.Harri son late of McDonald l in the county afo;:oesaid,lately died intestate (as is affirme~),possessed.of divers goods and chattels,rights an.d credits,within the said Coun~y,' ~Russ'e 11 Marino by reason whereof the powet,of granting administration thereof doth belong to me;I therefore,confiding :5 :.. in your fidelity,do by these presents grant unto you these LETTERS OF ADMINISTRATION,here- by committing unto you full power to administer the goods and chattels,rights and credits,which were of said deceased within this Commonwealth,you having taken and subscribed the oath of office pre- scribed by law;requiring you to well and truly administer the goods and chattels,rights and credits, which were of said deceased,and to exhibit a true and perfect inventory th~reof into the Register's office,at Washington,within ninety days,and to render a just and true account of your administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the 'laws relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and caused the seal of said Office to be affixed this 27th. day of June in the year~of o)urLord~onethousand nine hundred and Sixty Eight ~;7 v:J.......t ..'f:f.;?;:;q;ff';~......~.~~~::.:::9;....... RUSSELL MARINO,Register. I, 1 'i - - 1Jjtttrrs Df 1\llmiui.atrntiDu IN ESTATE OF Anna L.Harrison........................................................................................................ No.894 of 1968.............................................................................._.... ........................................................................................................ Homer T.Newlon,Jr.,Esq. 1802 Law.&Finance Bldg. Pittsburgh,Pa.15219 ~z ·Vd·"O·O NOl.~NtH.s\1M S",,,,~O ~31SI~3U ONt~\1W'113SSm~ .02 2 Ud 92 .d3S·&g~ to 311 j .•'1.~ -~f late of .McDona.ld ,peceased Estate of Anna L.Harrison....................,. }No of 19 . KNOW ALL MEN BY THESE PRESENTS, That we,~Q.m~.r._.r NE!.\R)J.9.~.A...~r..~~.~~:r..~J:ly.~PI3J !l.J:lq v.P~.~.El.q ~.~E1,~.~.~_..:f.Jq~J~.~.y.and .....-.~.u..~~~~.t.~~.?~~ti.~~.~.D.1~:r.~.'.~~..~~.~~~..t.r.__. all of Washington County,Pennsylvania,are held and firmly bound unto the Commonwealth of Pennsyl- vania,for the use of those interested in the estate,in the sum of 'lW.~.p..t.y...r,r.b.Q.~.~.~.:p.~t.:.........Dollars,to be paid to the said Commonwealth,to which payment,well and truly to be made,we do bind ourselves, joiiitiy'ancCseverally:'for 'aiid·in the whoie;olirheiI's',:-execu't"ors;.administrators,successors and assigns,and each and every of them,firmly by these presents.Sealed with our seals and dated the 2.?~~day of ..-~.~~~,A.D.,one thousand nine hundred and $,t.~.t.y Js,~gp.t . THE QONDITION OF THIS OBLIGATION IS,That if the above bounden _. .................-..-Home.l~T.•...Ue.w.lon.J Jr _. Administrator or any of them,shaH 'Yell and truly administer.. the estate according to law,this obligation shall be void as to those who shall so administer the estate;but otherwise,it shall remain in force. Sealed and delivered in the presence of:Co. &tattmtnt of ~urdt! I.-------------------------------.----------------------:,surety in-th~s~of $on the administration bond in the estate of -------.•_say that I reside at .----:------,Washington County.Pennsylvania;that I am the owner of real estate the.'., title to which is in my 0w.t,l name and duly recorded,'situated in __..:__.____,__. Washington County,Pennsylvania.worth above all encumbrances $-:..;and that I am worth the amount expressed in said bond,over and above my just debts and liabilities. .__.._---------._----._-----------------.._-----------_._--------------. .._---------------------------------------------------_._----------Street P.o. &tattmtnt of &urdy 1,--------..-.-----..---.--------------...._..•surety in the sum of $....__..__...._on the administration bond in the estate of .---------------------------.-,--..----..--..----------..----__......•say that I reside at ---..-------------..--------------.----------------.Washington 'County,Pennsylvania;that I am the owner of real estate,the title to which is in my own name and duly recorded.sit.uated in _. Washington County.Pennsylvania,worth above all encumbrances $..---..__.__:and that I am worth the amount expressed ~said·bond,·over and -above my justdebt~'and liabilities. ...............____- -_ _ _ __. P.o.Street .--_..-----------------.-------._------------------------ COMMONWEALTH OF PENNSYLVANIA, WASHINGTON COUNTY,}ss: And now ,..............................19 ,comes .. who being duly sworn,says that he is acquainted with the financial standing of the securities to the within bond;that the said obligors have each executed the said bond and th.3t the sureties thereto are the owners of real estate in their own right of value more than the penal sum of said bond over and above all incumbrances and exemptions. Sworn and subscribed before me this .:_ day of ..........__.....__....__.._...__.. ..__....A.D.19 ...__._---_.-..--._--_.----_._------------------------_.----.-----_._---._-._------- ~....... ',- i.E :QI'..:'"~.~]i'iiI ""'-,501 ,I I"·'r~I .Q)=;:)(''.I~':j,t Cl<II 0 0(Fa .~!--,",-"~I a.0:u.a0<II z..a:=Q)0W==,,-~....\iI''hJ Ie:,I Pil .14.a <Q)i;.•.;4 ......,_'lro.l~t..:I •t~...~.'lfi ~~0 i Ru:;sr!I~,......w ~HAR::t:O \lt:t J::pr'!:;;"'::'j OF W~LLS z~f:....... Z0:=0 itZZ........Q.a Q."~N080/Q "«<o~a:I IDt:t:0 ~~a:I t:t:0<a:I _____________~J II' I 1\ffibuuit (@f Executnr (@r 1\~mini!ltrutnr j;tatr of Jrnn9yluania,~99:. C!l.ounty of ~NiPersonaft}l>;ft~f:~~,the undersigned authority,a.~.~.~~EY.~~~.!~.~in and for said County and St~te,'~ppeared ~.Q~~';:~.~~~~!.9.~.?~.~.~who,being duly sworn according to law,deposes and says that he is the ~~t't1.'el'er administrator of the estate of ..................AN~~.~~.~~.Q~deceased,that the foregoing schedules constitute a ..... .. A1\l1\TA L HARRISONcompleteInventoryandappraIsementoftherealandpersonalestateof..!ll+~,, 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 rp.ade by the above named Executor Administrator. ,.daY_.~~~~l~:::~~::~::::l···:·~~Id~;··_·.. -.',It ..~Notary rU ~c INSTR ONS HELENE ROBINSON,IMary.~~ublic .ADDITIONAL VCTI Pittsburgh,lA.1!~g,?\1Il'm-¥~fitdro/must be filed within three months after appointment of personal representative.. My i;~,s~n~~emental inventory must be filed within thirty days of discovery of additional assets..• cJ. er l"Onginal and 2 Copies and 2 RCRI-34,Under $10,000;,1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original.and'3,Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal,Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P L 513 Sec 52,72 P S 48442 lInutntnry aub l\pprai.spmtnt of the goods and chattels,rights and credits which were of .AN.NA ~.~~J~S:!.~9.N late of ~~p.e.~.~!.~.?;.. Washington County,Pa.;taken and made in conformity with the abO'V~affidavit.• / CASH ::.. \. DOLLARS' 16,646 I CENTS 47 ,.,-. 63 ...6~-894 No.2065 1nventory and Appraisement IN THE ESTATE OF ;':"IC..,(""",~l c\",,...:::" "/~f'//'--,J c"• \ .\t'-,..... 1/11 ~~."1\\'"'I"nlll'\\\\~:.'~••••~.,•••••~BRl.s.Q.N . Filed , ..-:; L") 19...§.~ o ~~ ("1 '-- r.,1, (.l')r'.~~;__.1 L .,: ,. ( •'l.': Homer T.Newlon,Jr.,Esq. 1802 Law &Finance Bldg. Pittsburgh,Pa.15219 ~9 IN THE COMMON PLEAS COURT OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS I COURT DIVIS ION ('3-t/r- No ./894 of 1968 ESTATE OF ANNA L.HARRISON,DECEASED FIRST AND"FINAL ACCOUNT OF HOMER T.NEWLON,JR.,ADMINISTRATOR APRIL 15,1969 SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY Disbursements Page 2-3 Receipts Page 2 17,636.38 2.l 782.56 SCHEDULE B INCOME -PERSONALTY 14,853.82 Receipts Page '3 297.50 Disbursements:Page 3 Net Balance THE BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL-PERSONALTY Cash INCOME-PERSONALTY Cash 000.00 297.50 151.151.32 14,853.82 297.50 15,151.32 1968 July 17 ···11 ~~i~HIiII1968Ii Oct.17 II II iJII II :J II I I I II I ..ANNA L.,HARRISON a DECEASED SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS Inventory filed Additional Assets.. Cash unlisted in Inventory - (Union National Bank No.73-417805) Purchase of Assets Mellon National Bank-6 mos.time certificate payable 1-17-69 l4,OOO~OO Cash expended DISBURSEMENTS 16,646.47 989.91 000.00 Washington County Register of Wills - Letters of Administration Frank J.Nation -Ambulance service 1968 June 27 July 29 29 29 Oct.17 1969 Apr.16 1968 June 17 I ,I,Administrative..!!e.eI!ses I Observer Publishing Co.-legal adver. Washington County Reports -legal adver. Buckley Insurance Agency -bo~d Washington County Register of Wills - filing Inventory H.Robinson -Notary-Inventory and Inheritance tax form Homer T.Newlon,Jr.-partial Adminis- trator's &Attorney's fee Washington County Register of Wills - filing Account Homer T.Newlon,Jr.-balance Adminis- trator's &Attorney's fee H.Robinson -Notary -Account i:i Preferx.:ed D~bts il IIIi ! 22.00 14.00 12.50 110.00 3.00 2.00 600.00 17.00 800.00 1.00.. 25.00 1,581.50 24 { II.Aug.29 I~ ,I 'j II Frank J.Nation -funeral bill Dr.Proudfit -medical bill Amount forwarded -2- 1,057.00 60.00 1,142.00 2,723.50 ,- ..,...•.. ANNA L....HARRISON 1.DECEASED Amount forwarded ..' 2,723.50 1968 June 26 July 11 11 Aug.1 Other D~bts Quality Appliance Sales -balance-gas range Bell Telephone Co.-telephone bill Columbia Gas -gas bill West Penn Water -water bill SCHEDULE B INCOME -PERSONALTY RECEIPTS 10.60 30.84 4.81 12.81 59.06 21 782.56 1969 Feb.17 Mellon National Bank -Interest on Time Certificate DISBURSEMENTS None -3- 297.50 000.00 297.50 L .'..'..'.../• I .,.-, COMMONWEALTH OF PENNSYLVANIA ) )55 COUNTY OF ALLEGHENY ) The above named Accountant being duly sworn according to law deposes and says that Letters of Administration were granted to HOMER T.NEWLON,JR.and advertised more than six months prior to the filing hereof;that the disbursements shown in the account have been made to the parties entitled thereto and that the account as stated is true and correct as he verily believes. ~JttL Homer t.NewlonA. Sworn and subscribed before me this 15th day of April,1969. "2/?k.,d~~:J Notary Public HELENE ROBIHSOM,Notary PublIc Pittsburgh,Allegheny Co~nty,Pa.My Commission Expires Ocwbet 27,1f>6§ REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. Homer T.Newid"n,Jr. tbserver W.26782 Sworn to and •.Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:. Personally awear,ed before me,..l!.Notary Public in and for said CountyKichardS.~owan .and State,,who bemg duly S'worn ..Secretaryaccordmgtolaw,deposes .and says tha;t he IS the . of the Obs1erver Publishing Company,a Bennsylvania corporation,and its agent in this behalf;that the said Company is'the owner and publisher of the Observer·Reporter,sucC'essor to The Washington Observer,established Sept~mber 18,1871,and The Washington Reporter,established August 15, 1808,a daily news~ap'er of general circulation,printed and published a.nd havin'g its pla.ce of business at Washington,Washington County,Pennsyl· vania,where it or its predecessors have been established and published continuous'ly for more than six months'prior to the publication of the notice hereto atitached;that the printed notice or advertisement hereto attached is a ,copy of an official advertisement,of,ficial notice,legal notice or legal adve,rtisement,exactly as printed or published in the ObSierver·Reporter in its regula;r editions on the following date or dates;.. ..............................................;r.MJ.y.J..,~.,~l.s...$J.9..6.~.. that neither thoe affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the aUega· ~;~~~~.<hI,affidavit ~tot~.ti~•••!il2:;ZlC sUbscr~A'bfore me'this...J~..day oL......~.~J.Y..t....J 968 ..fg~;;!;2~~~~Y WASHINGTON,WASHINGTON COUNTY MY COMMIS.S.IQN EXPIRES MA'(6.19R _•.....lit c="Washington CoIly Reports ~ WashingtOD,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON t STATE OF PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for 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,publisbed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order,of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: _..._.~~~Y...~.L.~~.L ..~~.L.~.?.~.~......._...._..._....... that the affiant or the corporation in behalf of which he is acting is not;.interested in.the ~ubj~ct matter of said notice or advertisi~g~that ~Il ~fthe,alJe,g,ation"s 0,£ 'h"rlf,d,~,""'TJt;;;:~;"'~'((~P)];L~ _----,.--__t.!••.•_J ~.~---'----L..,~itor'- Sworn to and subscri~me this ."._--=-_":'~::--,..,~:.~ ...!~.~.t':!!day of _._..~~~Y..._.__ ,196..__~_"-.....tiCLeA..L.~.~...._..&L- .t-ary-F-ubf,ic"- KATHERINE C.YA?D,Notary,~iC Was:lington,Wa"..in~t0n Co.~a- My Corm::i3s[iJn :::x~ir~s Novemb"r 1,1969 EstatA>tlces The.ister of Wills has granted letters, "testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. ••••••••••••••••• r:---;--~--,-~-----------IHARRISON.ANNA L.,Dec'd. I Late of McDonald.,Washington Coun-Ity,Penna.IAdministrator:Homer T.Newlon Jr ,1802 Law &Finance Bldg.,Pitt~:burgh,Pa. Attorney:Homer T.Newlon,Jr. r /3-?~4 68 l..p No/~.?.._of 19 . II'I) I .'I",~ ;, I ,",,'\';:'I.J ESTATE OF ANNA L.HARRISON, DECEASED j I Ii,'\ ,j II I j ,(:/e'. 0,="I C:Ii Ii'., l'I ~I) ~, I '~.:.).'1 I', First and Final Account of HOMER T.NEWLON,JR.', ADMINISTRATOR ~.. Balance Due $__.1.5.~.1.5..1..,..3.~. This account was transmitted and presented to the Orphans'Court andtminfirmed nisi at •ffi "':r.7 ">No ~:u _..:n of '19."""V"'tr:;)c=.;;o .,I (I)~~.-.....rn .....'<...,c.'on ~?,..-J f._--:- 0..,'l'_Oy m 1-"11~.E~",:Do -0 '. ••••••••~;7'•••••••••••:;;;;•••••••.,•.••••~..,••••••••~•••••••••-~•••••,•,j i-~~,k of 0 ans'Cou,t (/). \( I j ,,I li I.ItlS/:'n.qtun Count/J,8S. I do oert~tlj that I haue given leqal notloe to all "er9()~" ·!··:')(?erned Of the/iI/JIg of the within aooount In the li7afifNJr lJre. sOrioed by 8tatute and flule of Court,as euidp.lil]ad by prOOf.-r tlirio?of filed tolVo.'3-1:/f-60C c:!.'-~../1i.MHtness.my hand and offioial seal this _~:::::day /)f.W.~:::',19 b.1......(J . .!JuuJ;j,!1,?!J;,;:&.. Reoi.p.t(ll"'Jf WO/.c: ,tI~· .\': I) j 1, .~-!- \'1f\) N •• ~n _ ___••••__ Fee $. Filed Homer T.Newlon,Jr.,Esq. ~802 Law &Finance Bldg. Pittsburgh~a,l52194~~(h1 nLlUJ,to WIt.•.'.~~ f~f..b ~t.'1e withm fIOOOU"l 0 "!ell te rile eo" '1I1nrft/nt1on../\,....I 'i I' (' ", "- il c' '.-J- I-~' I (Form where decedent died intestate) Ju t4r (@rpijaus'<t1onrt af maj~tn!ltau <t1nnuty No.894ESTATEOF.Term,1968 ,A.A. In the audit of the First and Final Homer T.Newlon,Jr., Administrator Account of Deceased Th ..f Homer.Newlon,Jr.,Administratorepetition0_; _.. (Name of Petitioner) ANNA "L.HARRISON......................•..................~. State (I)whether de- cedent was married or unmarried;(2)if mar- ried,whether a husband or wife survived and his or h,er name;(3) whether.or not there was any"marriage settle- ment;(4)whether or not family relation was maintained until deced- ent's death;and (5) whether the decedent left children or issue of deceased children. respectfully represents:_.. (a)The decedent died J.~~.~?9..~J~§.~,intestate and (Date) letters of administration on.......~.~!........estate were granted......~.~~~.....?.!..~...}.~.~.~....... (Date) as per record thereof appearing in Administration and Bond Book No........~.?...._. at page f.7..f . Decedent was survived by two sisters,namely,Mrs.Anna L. Baker and Mrs~Theresa B~ackberg,her only heirs at law.She had no children and was never married.I (b)At the time of death,the decedent's domicile was -=the Com- monwealth of Pennsylvania,to-wit,at...~~P9.~.~.1..~.L.?~.~_ (Town or Township,State and Nation) and residence was at.AJ4 ~.~!A.~.~9.~~AY..~~~.~.?~~~.P..?.~.~.~~.?.~~.~_.. (Town or Township.State and Nation) (c)The names of all persons having any interest as heirs or next of kin with the names of their deceased parents,to show relationship if they take by representation are as follows: NAMES Mrs.Anna L.Baker Mrs.Theresa Blackberg Of age,sui- juris.or not, (.....rite yes or no). yes yes Narr.e of Guardian,Trustee or Committee,if any,or beneficiary,manr.er and place of rec'Jrd of appointment and is bound suffi- cient to cover :md protect share. not applicable not applicable ~,: State exceptions,if any, giving names and dates of death and the names of their executors or administrators,or the names of their issue as the same may be mater- ial. All of said parties i~.int~rest Cl:re living,except None Describe type of notice.(d)All parties having any interest have had.....~.~.~.~E..notice of the filing of the account by letter of Petitioner (Administrator)dated April 16,1969. 1..~.:.....~.:.: t~".:.....;..;''l E":'~,,",~. ...,I i.-···\"~,,~.'~:'.~i...~~~~'.. .-..',"-', tax. $...!:?..L~.?..!.~}2 (g)Additional credits,not shown by Account (Itemize) (e)Balance for distribution per Account (f)Additional debits,'not shown by Account (Itemize) 6/4/69 Buckley Ins.Agency-bond premo Cf-1e7~$~'-.~ n bt ""..1;;'.".f'-~.;t;.~..J'2 (h)Claim for exemption has!been made,and has......~.9..~........been paid. (i)The estate is subject to the payment of inheritance tax to the State of Pennsylvania. (j)The estate is.......P..9..~.........subject to the payment of the county 4 millsIftaxablestatewheth- er tax has been paid. Insert word u not"where necessary. -..,..., - (k)The estate is ~.~.~subject to the payment of Federal inheritance tax. ...--:....:~. .·f.i1;None ~ (1)All creditors (and other persons who have complied with Rul~I~, .Sec.9),of whose claims the accountant...notice :~~GWledg~av~ ........................received actual notice of this audit;the amounts.~.~~clai~ant&-.lW(1"!.-0:z -i'''''.. whether or not they are admitted to be correct are as follows:>:m ;=~.m~;0..~"'''-'7~0 .r:-''''''~~d -r'l 3.:-0 ~ .(")l>-·o~::u ...... ~r=z N·~~-'o--..i:;"~c',--~--....-,."'=_.:..... .N ~ Indicate sucb claims as may be secured or en- titled to a preference, and give detailed infor-mation concerning such security or preference. If too _many for the space,annex a list there- of;if no such claims, insert the word u none." If any creditor or other claimant has not re- ceived actual notice,tbat fact must be stated. Here insert a reference to all questions requir- ing adjudication,and a Rtatement of any mater- ial facts not already given.If none insert tbe word "none.U If any share bas been assigned or attached that fact should also be stated bere. (m) None State kind,form and (n)The balance fbr distribution consists of property in kind,form and character of property composing the balance f 11fordistribution,and if character,as 0 ows: any part thereof is not cash,whether or not It~ere has been anyelec-Cash-------$15 041.32tlontotakesuchpart' in kind• .,. .~. ,.- Are there any advance- ments by decedent to be considered on distribu- tion and has any distri- bution on account been made by accountant to any distributtee? (p)None ...~." (q)Give brief location of any real estate sold. I If prior accounts have heen iiled.list number and term. (r)None Wherefore your petitioner asks that distribution of principal and income be awarded to·the persons thereunto entitled and suggests that the balanc~of principal and income should be awarded respectively as follows (shares being stated in proportions but not in amounts):- Mrs.Anna L.Baker ~ Mrs.Theresa Blackberg ~ Al 'egheny County of \\2axb.iJ!l!JWlQ,ss_ The above named petltloner being duly doth depose and say that the facts set forth in the foregoing petition are true to the best of h i.s knowledge and belief. '.to and subscribed before me this 5 tIl .day of.~:~P..t.~P..~.~,19 9.2;. . ~//.(.'///."'..:~;;.~"LS ~. ....._ __..~.?~.~!.¥.~.~?~.~~_ . HElEtJE ROBINSON,Notary Public Plttsburgh,All9gheny Ceulity,Pa. My Celnmlsslon Expires October 27,1969 And your petitioner will,etc., .~~ " '.', FORM IN CASES OF INTESTACY 894 68No,.:xaei~]9 __,.AX.1A. IN THE ORPHANS'COURT WASHINGTON COUNTY,PA. ,i ..'.>".';<:",'...,,~"'.:../' III!!::..~.\.\~.", IIIIIIII-itl'\\'\\\\\\\ Es·tate of ANNA L.HARRISON Deceased. I, ~I'.'-I , ! i.\• [I. Sur account of B:Q~.~~...~.!.....N.~wJ..9.D.~......J);::.!..~. Administrator PETITION SUR AUDIT In Conformity with Court Rule III, Sec.5 (B) COUNSEL FOR THE ACCOUNTANT WILL SUBMIT REREWITH 1.·The letters of administration. 2.A copy of the inventory and appraisement./' 3.Proof of advertisement of the grant of letters, if not filed with accountant. 4.An appearance for those represented. 5.Inheritance tax receipts,if any. 6.Certificate of liens in case any of the funds fo.r distribution are derived from the sale of real estate: 7.Copy of Federal Estate tax return,if estate is subject thereto. 8.Signed elections to take in kind,if any. ./~tf?££~.L...............H~. .Attorney for A'c mtant. ~9 _A A F,F 'I D A V I T.. stATE OF ILLINOIS ) :i.;)SSe COUNTY OF COOK ) I,THERESA BlACKBERG,of 906N.Kennicott Avenue, Arlington Heights,Illineis,herewith affirm that I and my sister,Mrs.Anna L.Baker,of 2660 Cleveland Avenue,Steuben- Ville,Ohio,are the only children born of my parents,Mrs.Anna L.Harrison and Douglas Murray Harrison,who formerly lived at "414 E.Lincoln Avenqe,McDonald,Pennsylvania. I further affirm that my father,Dougl~s Murray Harrison,died,on February 11,1967 pre-deceasipg my mother, Anna L.Harrison,who died on June 20,1968,intestate. I therefore ~firm that DIY sister,Anna L.Baker and I are the only heirs at law in the estate'of my mother,Anna L. Harrison,at No.894 of 1968,Orphans'Court of.Washington I ...,' County,Pennsylvania. ':!J~~rTheresaBlackberg Sworn'and subscribed before me. this .L!Lday of:'Se~tembe~~1969'. a. '1 I ii STATE OF OHIO . ) )SS. COUN'fY OF JEFFERSON) Anna·L!Baker E.Lincoln Avenue,MeDanaleS,Pennsylvania. on • "I therefore affi~that my sister,Theresa B1ackberg I further affirm that roy father ~Douglas Murray'.. sworn and subscribed before me'd ',...., this /1..uday ot'S~ptember",1969. and I are the only ~eirs at law in the estate of my mother, I,ANNA L.BAKER,of 2660 Cleveland Avenue, Steubenvil'le,Ohio,~;~·J;l,~rewithi..affirmthat I and my sister,Mrs. •••••-•.,<'.\ Harrison,died on February 11,1967 pre-deceasing my mother, Anna L~H$rrilon,whQ died on June 20,1968,intestate. Anna L.Harrison,at No.•894 of 1968,Orphans'.Court.of Wasbington County,~ennsy1vania. Theresa Blackberg,,of 906 N.Kentticott Aventle,Arlington Heights, Illinois,are the only children born of tJI}l parents,Mrs.Anna L. H~rrison and''Douglas Murray Harris:on,who formerly lived at 414 ,r Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF IAWQRTANT: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 ...the .Jnl)erit!ince..~n!i .E.!!t~te .'.fa!,J\ct of 1~91.) IN THE MATTER OF THE'ESTATE OF } ANNA L.HARRISON AFFiDAVIT OF ...........................······························(·s~t~··f~l··;:;;;~~···~f ·d~~~~t·)···········ZXEDDDIX Late of H?:.s.h~!}g.~9..~County ADMINISTRATOR .Pennsylvania:.:.:'.:::::~~;~~~~~~~:::_-_::_---:}'" ........~.c:>t.t.l.~~!~.~~~.?~..'.~.':..~. Administrator of the estate of the above-named decedent being duly sworn,depose S and say S .............................................~ \.DriSi1"'<d ------J:~.~;'"i --------c2~i;;;;;·19i~~-{:=::~_"~-l'"-,.".."._n....-..ft........} ~\P Name and address of attorney or}Homer .T Newlon.,Jr ,Esq........... other authorized representative to whom all correspondence should be.1802;La.w ..~f.:i,nat:1~e..:a1J..iJg.i.n.g ,~.i.~.~~p.~p;gh,~.~..!l~.?..~.~.. mailed. Th t h Administrator d .t'f '1''th th if'f 'd t t d thaassuceponenISamilarWIe a airs 0 sal es a e an .e property con- (1';x"~11tor·Admini3trator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name;or jointly with,or as agent or deputy of another,or in 'decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX NONE THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JCINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules of tMls return,with the exception of the following,for the reasons hereinafter set forth: That Sc.hedule A attache.d h,ereto 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 or record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. "That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether individually,or,.'fn trust for any other person or persons giving also separately the accrued interest thereon,if any,d9\m to the last--.,.....~interest day prior to decedent's death in the case of savings banks,ahd to the date of decedent';;death ~in all other cases;all bonds,postal savings,treasury certificates or notes and othetg e.vidence of in- debtedness of'the Unlted States to the decedent;all obligations,whether by statute oj;agreement the).' are designated as tax free,of the United States,or any state,or po1itical subdivision thereo~or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,sl~verware,pic- tures,books,works 'of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly es~imated market value thereof;all bonds and mortga.f!es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment ot money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation 'as to each item;all moneys p'ayable 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 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 wi.th the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a-true'answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of 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 proper~y,to whom transferred,the relationship of the transferees to the decedent,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 .9.f..th~.dee~,~r:ust agr~~m~n~.or ot~~~.ins.~:.~.:nt creating the trust.Ther,"is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly wi th another,or any power of appoint- ment vested in decedent,either indivi.dually .?f joinpy,by the ~ill,deed,or other instrument of another, with a copy.of the instrum~~t creating such power ~ttached to the schedule. That Schedule D 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 £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",nCR,"E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. \__::~;;;:"=dS;:~ft~b;:;:;;::..~:~~:k-~~---- ..........~....:·~'t~y·······Publ~··············_·_··_..._lOO;!~:='11I!g._ ;,;,;_',....~-.•.,_...,,:(StTeet Number) .).~•."HELENE ROBINSON,Notary Public ..:I?~.~.~.~.~~.~~~..L ..~.~.~J.?.?...~.~.·\.:::~~(f.<i.·-..?~~~'Pittsburgh,Allegheny County,Pa. ,'.'c:..';..1\·My Commission Expires (City or Town and State) NOTE:····Before signing J>f¥'fp(a~~t19~~ke 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 DEP'ARTMENT OF REVENUE • BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE IIA" ~AL PROPERTY Real property in Pennsylvania,with s~atement of mortgage encumbrances upon each porcel at death of dece- dent.Where property heid as joint tenarit or tenancy by entireties,report on Schedule "E".Property held by the .de.cedent·as tenant in common with another or others,should .be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo!lwealth of Pennsylvania should be (1)(2)(3)/described by lot and block number,str;et and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATICN conveyance by which the decedent took title;If'a farm'state number of a·FOR YEAR OF ESTIMATED CAUTIOltcres;also statement of mortgage encum~rancesupon each parcel at death DECEDENT'S MARKET VALUE (Do nofwriteofdecedent.Taxes,assessments,accr.ued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "FlO and must not be deducted.from this schedule. ·.··NONE· · I I , , ! ,·,· · ·;, ·•I,·· \ •·, · ·,·. ·;·. i !- ; ;. Insert this:total opposite "real property",Schedule "A"in the 'X X X X X "As Reported"column on the last page of this return. -0- LAW OFFICES BEARER,MASICK AND NEWLON' LAW AND FINANCE BUILDING PIITSBURGH,PA,15219 ROBERT J.BEARER JOHN G,MASICK HOMER T,NEWLON,JR, TELEPHONE 261-0587 October 17,1968 Mr.William R.Chaney Pennsylvania State Inheritance Tax Appraiser 243 Trust Building E.Beau and S.Main Street Washington,Pennsylvania 15301 Re:Estate of Anna L.Harrison~Deceased Dear Mr.Chaney: I am the Administrator on the above estate and I am enclosing herewith an original and two copies of Form RCC-33.Will you kindly Brocess the same. Yours truly, ~Pl£.LJr' HOMER T.NEWLON,JR. HTN:hr Enclosures cc:Mrs.Anna L.Baker Mrs.Theresa B1ackberg 7!1n'!2 SCHEDULE "n" PERSONAL PROPERTY . COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT -. RCC-35 INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned indiVidually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta;gible personal property,titled in the name of the decedent,but payable at death to another or others,inclUding but not limited to P.O.D.U.S.SaVings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.. stocks,-mortgages,notes,together with accrued interest or diVidends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATiON No.List and describe fully VALUE MARKEr VALUE _(Do not write in this space) 1.Cash J1t}t<'/r 7;f}1 16,646.47 fr~I/O;J (p;i .Y/ Ut{{;O)/T'l{lJ 5T Co ~1If /1 ~IP~I/, , ~ Insert this total opposite "Personal Property",Schedule "B"in X X 16,646.47 /~(p /r;-Y1 the "As Reported"column on the l~st page of this return.:;, ,:.,RCC-3~ comroN1YEALTH OF PENNSYLVANIA TI1ANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years of death~make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within two years of death,transfer property from himself to himself and anot~er 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 _ (b)State of decedent's health at time of m'aking the transfer.(Note,1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any'transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)no (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)DO (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)no (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 promise 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 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)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 decedent alone or the decedent and others? (Answer yes or no)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 t~ans­ 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 NONE DESCRIPTION MARIillT VALUE (Es timated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "e"in the "As Reported"column on the last page of this return. t;. COM~luNWFt\LTH 0F PENNSYLVANIA T\\i\t\SfTH TKHFlUTANCE TAX n.F.~.InENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY ns-rRrCTIO~S: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 decedl~nt and others.List real estate first,as entireties,or joint ten.ants,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-O'wners to the decedent. Description of Property,Date of Acquisition,Name!Unit Address and Relationship of Co-Owners,and Place i Value of Record of Instrument,where Real Estate.! ------1percentageEstate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Wri~e In This Space. Value of 'Value of Entire Decedent's 'NONE I II. ·1 II II Ii I I I IiI I Property Interest Insert this total opposite "Jointly Owned Property",Schedule ·"E" in the "As Reported"column on the last page of this return. -0- RCC.-37·(,12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES ,~I , " " , ".< I I . BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Mrs.Anna L.Baker daugn,t'er yes sui juris One-half 2660 Cleveland Avenue Steubenville,Ohio Mrs.Theresa Blackberg a~l;:ht:~,.yes sui juris One-half 906 N.Kennicott Avenue Arlington Heights,lllinoi~ - , . . '. .. .',..... ..,.:. ( h Deponent fUrther says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE NONE OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT (Executor-Administrator must complete "As Reported"column #1.) CJ ~""C ::c........(b (b 0 ~...e:..CIl ::l CIl CIl CIl 0.....::l "tl..,(b ~.... ~...-0CIlx""C '0~(ba-....... r0-o ~'0 ~(b... CIl .........'<~....(b Year .lQ6.8 ...i..• IS THE (No ..Will Administration ANNA L.HARRISON i ..1. Deceased Late of .t19.D..o.P:~)'c:l . County of ...\-1.Cl.S.l:1~ll:g.t:.()J:l Commonwealth of Pennsylvania REPORT AND APPRAISAL " :~ ~, enc:~ ~>- .--...--..~ en en en ....:: (")(")(") ?"?"?"q ~~• -oo-oo~-oo-oo-oo 511'.:.\in ){"',S\D:1B O'I'l'.'J'"Ji'\-I'iJSS~\'j :..... :0\:.. :0\:+'-:0\ :'. :+'-:...... :J-I : :0\:>-~:c.n'-'.:.....·:o~-:+'-:(b...- :0\:'"5- :.""'1:+'-;:;:"-J c..- " Q-1,-1 \\_,'I,-'.•J i Homer T.Newlon,Jr.,Esq. 1802 Law &Finance Bldg. Pittsburgh,Pa.15219 ~l 917':C~H1 r 1"tt...,J"1:,0 C:·,1 -€n .-00 ~ ~:~:": :~ ~. ~'. ~~-oo ~:{~.: ~:"':~': "~:""-.\: >-:r. o (1:_2"tv....-2.:::l<.:c.. 'j .,.i. .~,. R CC-Bl (2-64) COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT HOMi:.TT.NEWLON,JR.. (~Aaministrator)' IN YOUR REPLY PLEA8E REFER TO .:n-128...8 I I I .1 6;3=6a-894 Real Estate _--'---- Personal Property ~1~6~.~6~4~6~.4~7L___ Transfers ~...,...-....-..--_ Total --...,...=16:..:tL::6:::14:;::,6~.4::t.17L...__ Estate of AN_N_A_L_._HA_f'._·R_IS_O_N _ _W_A..;.S_H_ING.......:....T=.,:O:...:N.......:....County - F He No. In Re: ItI. tI_ De ar .Mr.l~ewlon:, l You are hereby notified that the ~_....,.....~a~iI'.:!:il;:lg.:!:.in~a1~--.,;,..._I appraisement in the estate of'Anna L.Harrison /:has been filed in the office of the Register of Wills qf l'J..'lshingtont-County on October 21 19~.Said appraisement reflect~the ~following valuations: i ft 'ji' I'.·.·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. Si~ne~--iX/r Q~~ Title vl.R.CHANEY ..Cit·APPRAISERu Dat e ----=O:...::c::..::t~o.=.b.=.;er~2::.=l::...l2:...-..=:1;L9..::.68=----- ( I {Any party in interest who is aggrieved by an appraisement may ,appeal therefrom as provided by law. rt l ~... DATE OF DEATH:June 20j 1968 ,Note:This is not a bill. RCC-39 (6-67).. COMMONWEAL TH OF PENNSYLVANIA TRANSF ER INH ERITANCE TAX RESIDENT DECEDENT HARHISON,AmlA L. FILE #63-68-894 June 20,1968 SUMMARY FILE #63-68-894 TtEPOHT OF INHERITANCE TAX APPRAISER I~the undersigned d~ly appointed Inheritance Tax Appraiser in and for the County 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 ~::::~te each :::1~;8the last column to the righAedUles "A","B","c"and "E". 06-20-68 BEPo~r OF THE REGISTER OF WILLS I,the undersignecl duly elected Register of Wills in and for _ County,Pennsylvania,do respectfully 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",wbich greater or lesser amount represents the Sum allowed as a deduction. Dated: REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED -,-,VA~L'=::.:U~E~·""",A"",S,-~RE~·AP~P;.:;RA~I~S~ED;:. $'-$*------16,646.47.___16,646.47 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 16,646.47._ =====._- 16,646.47 =====:=======1= Valuation of life estates or annui ties . . . • . . . •*_ ESTATE TAX ASSESSMENTS $_ As evidenced by Charitable Exemption Cert'ificates issued by tl1.e Secretary of Revenue.TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 ,months after death $======:----:. i3ALANCE OF INHERITANCE TAX DUE $.---------- Add interest at rate of A%from to $.--------AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ BALANCE DUE $_ Add interest at rate of 6%fromto $_ TOTAL TAX BALANCE $_ PAID $ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the llegister of Wills,for proper reason,same should be noted below,with short explanation. Will ~ Administration \No. IN THE Year '. / MATTER OF THE APPRAISEMENT OF THE ESTATE OF ANNA L.HARRISON Deceased Late of M.9.PQ~AJ,..P'__. County of ..\-vA5.J:1.I.i'J.G.'NN Commonwealth of Pennsylvania REPORT AND APPRAISAL II~.. <,.;.. .,. .'. , ( " ..".. .~, I Fonn:RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE October 21,1968 .'..........................................................................................................-DEPARTMENT OF REVENUE.J RESIDENT INHERITANCE TAX L ~..COUNTY ....................w.5!:.~.h.~.M~..9..n................................BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO......................~.?.=~.~.=.~.:.~........................................ Whereas,.....................................A.ngC!:....~.~.....H~rr.J.~.9.P.:........................................................late of ..............................................~.~p..c?r.~.?:~.~.................................... in the County of ...................................w.~.~..b:~n:gy9.~................................................................Commonwealth of Pennsylvania,having died on the ................................?.9..Jh..............................................day of'..............~~.~..................................................19..?~....,seized and possessed of a~estate subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R.Chaney an appraiser duly appointed according to law,......................................................................................................................................, haYing 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 afte-r 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 ra-;e on any such future interest. Unit J,ppralseme~l Description of Asset Values Made for Inhe..llance Tax Purpous $I... PERSONALTY:I Cash -Union ~Trust Co.oi'PittsbUrgh 16,646.47 :::'6,646 47 I 1 Total 16,646 47 , j I 1 form~v:'::fhb~~::I:;'~~~~I~:.~:;~e~~~=r;.i~l~~":~~:" J !/Apprallier , I~~~2:b~='s.;;.;i.;~~:.,1.v (POIIt Oftlee) ,l ~--. -...:\~.."..~:)~~.~f.I.~gr.6.N:....·:.~........:...::...:......~~~1it), ======~E=!~D:::;lb;·'.;==.=== RESIDENT INW;:JJ.J~.C,TAX"M"PRAISEMENT..[)~3tr r:6 t'H 2 20 Estate of RUSSEll MA.~mOl ANNrA E:'h#'.~~.T.~,R:N:.f.~.f'I:"~"K"""''''''''''''......·..·~·"'~·~;;;·T~1i'{"Uf:••.t l!-L.IJeceased. WAS HEr-tG.TO N'(j€J.•.P'tt.• Late of McDONALD............................................................................................................:.. Date of Death,~.w:\~?.Q..t 1.9..9$.. Appraisemel!t Ducket Vol.,.3..7 . Page,g ..?:::.?No 9.):::-.9.$:::-.$.94 .. Filed in Register's Office,9.~:tg1?~r.?.;J,.119..q.!3.. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,. Wrote abo.ut Appra.isement,. Appeal f,.om Appraisement,.. Entered and charged,. .....:.--~- ~ I :i AND AGENT OF THE COMMONWEALTH ~Form RC C,10 OFFICE OF T~E REGISTER OF WILLS OF WASHINGTON COUNTY ........,. STATEMENT OF DEBTS.... AND DEDUCTIONS DEDUCTIONS ALLOWED N ESTATE OF __A_n_n_a_L_._H_a_r_r_i_s_o_n__LATE OF Washington County,Pennsylvania June 20,1968DATEOFFILINGAPPRAISEMENTDATSOFDEATH_..=..:::.:.:.::~=-z.._--=.::....::..:::....._ DATE NO,OF VOUCH""NAMIL OF PAYEE REMARKS AMOUNT COMMONWEALTH OF PENNSYLVANIA } ALLEGHENY 88:COUNTY OF _---::-:--__-=---==----=-__ I,Homer T.Newlon.Jr. Admin strative ~penses lqhA June e7 Wash.Cnty.Register Wills Letters of Administration 22.00 ,July e9 Observer Publishing Co.legal advertising 14.00 ~9 Washington County Reports legal advertising i 2 1)0 9 Buckley Insurance Agency bond 110.00 Oct.7 Wash.Cnty.,Register Wills filing inventory 3.00 7 H.Robinson -Notary Inventory &Inherit.tax 2.00 1 Homer T.Newlon,Jr.partial Administrator's 600.00&Att\.'s £221969IhRpQ'i.:::t'",,..Wills -filinD'17.00An,..IW;::l~h r.ntv It' 6 balance Administrator's 800.00HomerT.Newlon.Jr.&Attorn2v's :22 6 H.Robinson -Notary Account 1 00 Prefe red Debts ~ambulance service 25.00June7FrankJ.Nation ..4 Frank J.Nation funeral bill 1.057.00 Aug.'9 Dr.Proudfit medical bill 60.00OtherrDebt~ Il"1flM I June 6 Quality Appliance Sales balance-gas range 10.60 July 1 Bell Telephone 'Co.telephone bill 30.R4 1 Columbia Gas Co.gas bill 4.81 Aug.\-1est Penn Water water bill I I')81-.- /\"b.782.56-/~fj~OAAA A AAAAA 11n"'A""~-#P JJ IJ 0"()v-v·.........".·f'!AI ........ rl\AA~(\.Jf -d i I;;)G[,A .,/,,:*/3/a.o-v v ·v,....__"._... ..~f/)f'h HEREBY CERTIFY,THAT.TO THE BEaT OF MY KNOWl.!.DGE ".ND BEl.IEF,THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSUI.OF ADMINISTRATION SUBMITTED TO THE EsTATE OF Anna L.Harrison DEC£A8ED,AS DEDUCTION.FORIN~ERITANCE ;...x ~.RP~~U,,".,.~'~,#~-.~....~1~r.;p'.r~I./'.n/*7h __. ,\.;of l-j.'.,.9th 1 ...i::¥---,....~(L.5.1 •SWO,RN~~D••.SUB~f::RIBED llEFORE ME ":HIS pAY 6l'l )r r",.,,'~I ..~~69 ":.:.t..-.-/"'!"u'"1""~~~!\',-y,.;c-J..r Notary Public i HELENE ROBINsott,Notary pU~"C Pittsburgh.Allegheny county,a,My c'ommission Elplres OCtober 27,1969 II .~_ \;.".,"..-........ lAWOFFlCES BEARER,MASICK AND NEWLON LAW AND FINANCE BUILDING PITISBURGH,PA,I5219 ROBERT l.BEARER JOHN G,MASlCK HOMER T.NEWLON,JR. TELEPHONE 261-0587 September 23,1969 Mr.John Hana Orphans'Court Audit·Clerk Court House Washington,Pennsylvania Re:Estate of Anna L.Harrison,Deceased No.894 of 1968 Dear Mr.Hana: In accordance with your instructions,I have had Mrs.Anna L.Baker of Steub~ville,O~io and Mrs.Theresa Blackb,e:rg of Arlington Heights,Illin~is,the only heirs in the Estate of their mother,Anna L.Harrison,Deceased,execute Affidavits affirming that they are the only children and that their father pre-deceased their mother. You 'will recollect we determined to do this inasmuch as I as Administrator of ~he above estate had inadvertently listed these two ladfes as sisters rather than as daughters which in'fact they are.I 'made this error both 'in the Application for Letters of·Administration.and in the Petition Sur Audit and my error was based upon erroneous notes I had made in connection with talR:tl!g to these ladies on the one occasion when I saw them. The rate of inheritance tax is,of course,affected and your Inheritance Tax Office will be prepa~ing a bill on the basis of 6~.Meantime,on September 16th I forwarded to them $780 on account,which they estimated would be very close to the actual iI)heritance tax due and owing. I certainly want to apologize to Judge Marino who was so helpful 1n moving up the day of audit to accommodate me and 1 express my regrets to you for any additional trouble and confusion my error may have caused.It was solely my mistake. -. Mr.John Mana -2- After you have considered the two Affidavits,will you kindly advise what I will have~pdo additionally in order to straighten this tQatter):~ut most·expeqitiously. Yours truly, ~~ HOMER T.NFMLON,JR. HTN:hr ../ Form RCC-4-RI-3-66 ""8 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 949031 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No.(,.3-~R-.?7Y Date July 25 19~ Office REGISTER OF WILLS.WASliINCTC·N Pa. WASHINGTON County,ss:Received from Annn.L.Harrison,Jr.t Paying on Ind.Liab. ~"Kdbr'4r,~"''''~~ANNA L.JlARRISOltr.ini .or~Cii·)of the estate of who died June 20 19 68,the sum of THREE HUNDREll FIFTY-EIOHT and 26/100 -'[jollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: ~~,_.~ Appraisements Made and Filed Computation of Tax Real Estate Tax on $5%$Dul..Valuation $Tax on $10%$ Tax on $6,285.31 ~~$371.12 $ Total $Tax on $15%$ Personal Property Exemptions *$ Date Valuation Jt.Held $6,285.31 Total Estate $ Bank Acct.$Total Tax $371.12 Total $6,295.31 Less Tax Previously Paid (if any)$ Total Gross Assets $Balance $ Less Debts and Expenses of Less five per centum of tax if paid 18.8GAdministration$within 3 months after date of death $ Clear Value of Estate $Amount of Estate TaxAssessed under Valuation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of %'19__$fromEstateTaxAssessmentsto $Date 19__$358.26Total$19__$*As evidenced by Charitable Exemption Certificates issued by the Secretary of .NOTE:In acceptlng the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amendedthehfetenantortenantforr,ears,as evidenced by this receipt.it is understood that the Com-by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302.monwealth shall not be prec uded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditional ZAL .m ~lOODdlirr1i@£V-~h"~.~1 _/2R-?~I~.£~«0~'£\.~...~ NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in numerical •.keg/still..ills MquenCe for audit purposes.MOORE BUSINESS FORMS,IHC.,ELMIRA,R.Y. ~, -.'i ,.,.,.' FORM RGG-4-RI TlIANSFER INHERITANCE and/or ESTATE TAX. RESIDENT_DECEDENTS. RECEIPT Docket J7 Page /2Y line-I? '.- omCE OF REGISTER OF WILLS Date'__--:'_J-j-;7--"I-;'ij'---'....;<')~~;;.,.19 -Jt;0-.,tu::,y .....,~ 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 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate ..e-oeipls for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the money with the amount receipted for.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settleMentoftheestate.In no event shall the executor or adminis- trator be entiUed to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills," Fill in below name and addl'ess of person to whom tax receipt is delivered: Ir- To AmrA L.HA1U\ISON,JR. L :C/~t1l\6.~.l.C\a~~~.... 2~"'O ...."tv..,':'"'..Alo.tflo lVt<?nnt ..J ---,---------