HomeMy WebLinkAboutOC1968-0977 - ESTATE OF BRUCE•
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
ESTATE OF SHURLEY T.BRUCE,
a/k/a S.T.BRUCE,
Deceased.
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NO.977 of 1968
STATEMENT OF CLAIM
JOHN SARRACINO,claimant,avers that:
1.His claim against the Estate of Sh6rley T.Bruce
is based on a verbal contract,the exact date of which,':cannot be
recalled.It is the Claimant's recollection that said contract
was entered into well over one year before the death of the
decedent.
2.Claimant further states that decedent,agreed
that in return for services to him during his lifetime,decedent
promised to bequeath claimant the sum of $25,000.00.
3.Claimant further states that the services that he
was to perform and did perform,were,in general,to look after
the health and welfare of the decedent.This included cooking
for him,taking him prepared meals,taking decedent to the home
of the claimant for meals,and also keeping decedent at the home
of the claimant overnight many times when the decedent was ill,
taking decedent for long drives,at least three times a week,to.
such places as Reading,Pa.,Harrisburg,Pa.,Hershey,Pa.,
Kinzua Dam,Pa.,Columbus,Ohio,Cadiz,Ohio,Scio,Ohio,as well
as other places in the Greater Pittsburgh area.Claimant did all
of the grocery shopping for decedent,purchased all of his drugs
and medicines,took him to his family doctor and the foot doctor
in Washington,Pa.,and visited him and took care of him while he
was in the hospital.Claimant was charged with and accepted full
responsibility for managing decedent's personal affairs.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
AFFIDAVIT
Personally appeared before me,the undersigned
authority,John Sarracino,who states tha1t:'1he facts contained
in the within statement of claim are ture and correct to the
best of his knowledge and belief.
Sworn to and subscribed before
me this 22nd day of
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I,SHURLEY T.BRUCE,of the Borough of Burgettstown,
qounty of Washington,Commonwealth of Pennsylvania,do make this my
Will,hereby revoking any and all Wills at any time heretofore made by me,
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'FIRST:I direct that I be buried in the Bruce family lot,
No.33-D,in Fairview Cemetery,Burgettstown,Pennsylvania,that the
date of my death be inscribed on my grave stone and that the expenses of
my last ~ess and funeral be paid from my estate as'soon as may be con-
venient after my death.
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SECOND:(A)I give and bequeath my two ancient walnut boxes
.containing family records of the T,uckers,my mother's family,to
-.MRS.MARGRETTA AGNEW,of 680E.Wheeling Street,Washington,
Pennsylvania.
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(B)I live anu 'bequeath my twelve heirloom teelJpoong Qt UU~.
Bruce family to MRS.JESSIE BRUCE MEVI,of ZZ5 W.,106th,Street,
New York 2.5,New York.
saucers to MRS.MARGRETTA AGNEW.
(D)I give and bequeath all my tangible personal property
(C).I give and bequeath my set of s,ix:heirloom china cups and
which I may carry thereon,to pAVID HALE WOLDORF,of Route 1-,Box 506,
if I still own ~
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..Fairfax,Virginia.This ,bequest shall include myh6use trailer,
not passing under the above provisions,together with any policies of insurance
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THIRD:I give and bequeath the sum of FORTY THOUSAND
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($40.000)DOLLARS to MELLON'NATIONAL BANK AND TRUST COMPANY;
L~TRUSr,for the'following uses a'nd purposes:.,
(A)The Trustee shall hold,manage,invest and reinvest the
Tr~st Estate and shall distribute the net income (hereinafter called "Income")
and principal as follows:
(1)So long as all the living children of DAVID HALE
.WOLDORF are under the age of twenty-five (Z5)years,the Trustee shall
add the Income periodically to principal and invest it as such.He presently
has four living children:RICHARD ELLIOT WOLDOR F,DIANE LYNN
WOLDORF,BRUCE DAVID WOLDORF and PAUL DOUGLAS WOLDORF.
(Z)As soon as any such living child attains the age 'of
twenty-five {Z5)'years,the principal shall be divided into as many equal
shares as the said DAVID HALE WOLDORF'shall have children then living
,or deceased with issue then living.
(a)Any share SO se,t apart for a deceased child shall ,
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be transferred and delivered to said child's then living issue,per stirpes,
subject t.o the minor beneficiary provisions hereinafter set forth.
(b)Each share set apart for a living.child shall be
held in a separate trust.Until said child attains the age of twenty-five (Z5)
years,the Trustee shall add the Income periodically to principal and invest
it as such.Thereafter,the Trustee shall pay the Income quarter-annually
to or for the benefit of said child for so long as he or she shal11ive.,
accordance with the following schedule:
PROVIDED,however,that said child may withdraw sums 'from principal in,'
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(i),At any time after attaining the age of twenty•
.five (25)years and prior to attaining the age of thirty (30)
years,such sums as sh~ll not exceed one-third (1/3)the.,
market value of the principal as consti~ted on his or her
twenty-fifth (25th)birthday;
(ii)At any time after attaining the age of thirty
(30)years and prior to attaining the age of forty (40)years,'I
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such sums as,when added to any previous withdrawals,
shall not exceed two-thirds (2/3)of said market value,
(iii)At any time after attaining the age of
forty (40)years,any or all principal remaining.
(c)If any child dies before the complete termination
of his or her trust.the remainder thereof shall be transferred and delivered
per stirpes to his or her surviving is sue or,if he or she has none,to the
then living issue of.DAVID HALE WaLDORF.PROVIDED,however,th~t any
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share thus accruing to a living child shall be added to his or her separate
trust hereunder.if the same i6 still in existence•
.(3)Notwithstanding the foregoing,it at any time the
Trustee considers that DAVID HALE WOLDORF is Unable to provide adequately
for the welfare,support and education of his children.including their college
,and graduate training,the Trustee is authorized in its discretion to use so
much of the Income and principal as it deems advisable therefor,taking into
consideration any other income of which it has knowledge.If such p'ayments
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are made before the division into shares,they shall be charged against the
fund generally,with no duty of equalization.Ii made after the division,
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they shall be made.irom eachchildls respective trust•.
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(4)1£there·are no issue of DAVID HALE WOLDORF
living at the death o£the survivor'of his children,any rema.ining principal
shall be tra·nsferred and delivered t~pAVID HALE WOLDORF or,if he
is not then living,.to the TUCKER METHODIST CHURCH,Burgettsto~,
Pennsylvania,or,if it is no longer in existe,nce,to the IDLLCREST UNITED
PRESBYTERIAN CHURCH,Burgettstown,pennsylvania.
(B)Ii,upon the termination of any foregoing trust,principal
I is directed to be transferred and delivered to any beneficiary who at that time
,is still a minor,such beneficiary's share shall not be distributed to him
or her,but shall be retained by tho Trustee until the beneficiary attains ,
majority,at which time the principal shall be paid to him or he'r free of trust.,,
During such minority,the Trustee shall pay so much of the Income and princi-
.pal as it deems advisable for said minor's welfare,comfort,recreation"
support and education to the person having custody of him or her,without
liability on the part of the Trustee to sec to the application thereof,or shall
use it direct for such purposes,and shall add the remaining Income to princi-
pal,to be invested as such.If such beneficiary dies while a minor,the,'
Trustee is authorized in its discretion to pay part or all of his or her funeral
such other trust.
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subject to anticipation or to ,voluntary or involuntary alienation;and the
attachment or claim whatever.:,
of the beneficiary entitled thereto,without regard to any assignment,order,
principal and Income shall be paid by the T~ustee direct to or for the use
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to his or her personal estateJ PROVIDED,however,that the share thus
(C)The interests of the beneficiaries hereunder shall not be
accruing to the beneficiary of any other trust hereUnder shall be added to
expenses,and the remaining principal shall be paid to the p.ersons entitled
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(D)Income accX'ued on any property received by the Trustee
.either at the inception of the trust or as an addition thereto shall be treated
as income and not as principal.Up0J}the death of any .beneficiary of
Income,any ~distributedIncome then held by the Trustee for such bene-
ficiary shall be paid to the person or persons for whose benefit the principal
producing such Income is continued in trust or to whom it is distributed
under the terms hereof.Corporate distributions received by the Trustee
in the shares of the distributing corporation,regardless of the number and
however described or designated by the distributing corporation,shall be
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deemed principal.
(E)In the administration of the trusts herein created,the
Trustee shall have,in addition to and not in limitation of any author~ty
given to it by law and without the necessity of obtaining the consent of any
court,the f~llowing powers:to accept in distribution of my estate and to
retain investments and property which are a part of my estate;to receive
proceeds of insurance policies;to purchase assets from my estate;to invest
and reinvest the principal of the Trust Estate ·in any kind of property,rea~
or personal,.or part interest therein,withou:~being restricted to invest-
ments which are legal for trust funds;to give options for sales,leases and'
exchanges;to borrow money;to sell,pledge,exchange or mortgage any
real or personal property;to compromise claim~;to leas~real or personal
property for terms exceeding five (5)years;to join in or oppose the merger,
consolidation,reorganization or readjustment of the financial structure of
any firm or corporation in which the Trust Estate may have an interest;to
carry securities in the name ·of a nominee;,and to diJtribute the Trust Estate
•either in cash or in kind.
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(F)The Trustee may resign at any time by petitioning a court
o[con'lpetent jurisdiction to designate and appoint a successor corporate
Trustee.In case of the merger or consolidation of the Trustee,the resultant,
company shall become successor Trustee hereunder without notice to any
party.
(G)The Trustee shall be entitled to receive annually c·ompensation
for its servi,ces hereunder in accordance with its schedule of compensation·
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currently in effect 'Yhen the services are performed,but not in .excess o!
such compensation as would be approved by a court of competent jurisdiction.
FOURTH:,All the residue of my estate,wherever situate,I
give,.devise and bequeath to DAVID HALE WOLDORF.If he does not survive'
me,said residue shall be added to the trust under Article THIRD hereof.'
FIFTH:I appoint MELLON NATIONAL BANK AND TRUST
COMPANY Executor of this my Will,giving and granting to my Executor.
the same broad powers of retention,sale,conversion,investment and
ma~agementof my estate,real and personal,as are granted to my Trustee
under this Will,and in addition the right to distribu:te my securities or
other property in kind to my Trustee;PROVIDED,however,that my real
·estate shall be sold as soon as may be convenient after my death.
No bond shall be required of any fiduciary hereunder.
SIXTH:I direct that all estate,inheritance and other taxes in
the nature thereof,together with any interest and penalties thereon,becoming
payable because of my death with respect to the property constituting my
gross estate for death tax purposes,whether or not such property passes
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JAMES H.DONALDGON
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ATTO,",Nav AT LAW
WAeHINOTON ~U.T eUII••9INO
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I,SHURLEY T.BRUCE,of the Borough of Burgettstown,Washincton
County,Pennsylvania,'do h,e~by make this as and for a Codioil to rq Last Will·
and Teotament,dated August 10,1964.
FIRSTi I give the oum of $500.00 to LUCIEN JOlnlSON,the samo,how-
ever,'to be distributod to his s1ster~Pauline Clair,to be turned over to LUCIEN
JOHNSON at such times and in such amounts as Pauline Clair shall deem appropriate••
SFJjOiIDj I giveth"sum of ~500.00 to JJr;f first cousin',ADOLPHUS wr .
Al'..ELUIDi.?l,of 4230 Weot Avenue .40,Los Angelos,CalUorn1a.
In all othor respects I ratUy and confirm my said'Will.
ltl mw,ss !lJiEREOF,.1,have·hereunto set my hand and seal this 14th
day,of September,1966~•
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Signed,sealed,published and declared by the above named Tostator,
'as and for a CodicU to .h1s Las.t \1i11 and Teotament,1n the presence of us,who,
at his re~uest and in,his pr~s~nc"and in the presence of each other,have here-
unto subscribed our names a8 witnesses thereto•.
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under this Will,shall be paid from the principal o{my residuary estate'
passing under Article FOURTH hereof;and no legatee or devisee or any
person having a beneficial interest in.any such property,whether under this
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Will or any Codicil thereto or otherwise,shall at any time be required to
refund any part of such taxes.'In the absolute discretion of my Executor
such taxes may be paid immediately,or the payment of taxes on future or
remainder i~terests may be postponed until the time possession thereof
accrues to the beneficiaries,in which event such taxes ,shall be paid by the
Trustee out of the principal of the trust subject thereto.
IN WITNESS WHEREOF,I have hereunto set my hand and s'eal
this ID kh
,5·~'v).1g;,~::G03P~f (SEAL)
,Signed,se~led,'published and ~lared by SHURLEY T.BRUCE,
the Testator above named,as and'for his Will in the presence of us,who,at
his request,in his presence and in the presence of each other,have hereunto
,.subscribed our names as witnesses hereto.'
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AFFIDAVIT OF E,XECUTOR
STATE OF PENNSYLVANIA )
)SS.:
COUNTY OF WASHINGTON )
Personally before me,the undersigned authority,a Notary Public in and for said
County and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL
BANK AND TRUST COMPANY,who,being duly sworn according to law,deposes and
says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor of the
estate of SHURLEY T.BRUCE,A/K/A s.T.BRUCE~deceased,that the following
schedules constitute a complete inventory and appraisement of the real and personal
estate of SHURLEY T.BRUCE,A/K/A S.T.BRUCE,deceased,except real estate
outside the Commonwealth of Pennsylvania;that the figures opposite each item of real
and personal estate in the following schedules are determined and stated by the under-
signed to be the fair value of said item s as of the date of the decedent's death,based upon
a just appraisement of each item made by the above named Executor.
Sworn and subscribed before me
this 12th day of ,June ,1967-------'---'-----
NOTARY PUBLIC ARLIE W.OTT
TRUST OFFICER OF MELLON NATIONAL
BANK AND TRUST COMPANY
EXECUTOR ESTATE OF SHURLEY T.
BRUCE,A /K/A S.T.BRUCE,DECEAsED
INVENTORY AND APPRAISEMENT of the goods and chattels,rights and credits which
were of SHURLEY T.BRUCE,A/K/A S.T.BRUCE,deceased,late of 225 Center Avenue,
Burgettstown,Washington County,Pennsylvania,taken and made in conformity with the
above affidavit.
PERSONAL ESTATE SCHEDULE
Cash $
Mellon National Bank and Trust Company
Burgettstown Office
Checking Account No.352-5013
Balance 1/20/67 850.91
First Hanover Corporation
Brokerage Account No.4911240
Balance 1/20/67
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Treasurer of the United States
Civil Service Retirement Benefit $200.67
14.47
4,250.00
87.50
67.57
20.53
$35.00• •.'.q •
@ 85.00
Mrs.Sgro
Tenant at 225 Center Avenue
Burgettstown,Pennsylvania
January,1967 rent....
Less:·
West Penn Water -water service $10.89
Peoples Natural Gas -gas service 9.64
PE,?.w.-nt und~termined re~der in~st u,nder ~~~~:b:'f~~:~~_:1~
$5,000.00 '/Monroeville Borough,Allegheny County,Pennsylvania
3 1/2%Series of 1965 Bonds
Dated March 1,1965
Due March 1,1987
Interest due 9/1/66
Accrued interest from 9/1 /66 to 1/20/67
3;000.00 .,/Morrisville Borough Municipal Authority,
Bucks County,Pennsylvania \
3 3/4%Water and Sewer Revenue Bonds,Series of 1954
Dated October 1,1954
Due October 1,1994 @ 91.625 2,748.75
Accrued interest from 10II/66 to 1/20/67 34.06
5,000.00 /North Allegheny Joint Authority
Allegheny County,Pennsylvania
3.65%School Building Revenue Bonds,Series of 1966
Dated June 1,1966
Due June 1,1975 @ 99.00 4,950.00
Accrued interest from 12/1/66 to 1/20/67 24.84
45,000.00 /Pennsylvanii:l.Turnpike
3.10%Revenue Bond,Series of 1954
Dated April 1,1954
Due June 1,1993 @ 92.50
Accrued interest from 12 II/66 to 1/20/67
41,625.00
189.87
./15,000.00 Pennsylvania State Public School Building Authority
3 3/4%School Lease Revenue Bonds,Series F
Dated October 1,1961
Due November 1,1997 @ 94.375
Accrued interest from 11 II /66 to 1/20/67
14,156.25
123.44
20,000.00 r/Pittsburgh and Allegheny County Public
Auditorium Auth0!rity (Pa.)
3.60%Auditorium Bonds,Series A
Dated Dec.1,1961
Due December 1,2001 @ 89.25
Accrued interest from 12/1/66 to 1/20/67
17,850.00
98.00
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Household Goods
Trailer
Total Personal Property Appraisement
REAL ESTATE SCHEDULE
REAL ESTATE IN PENNSYLVANIA
ALL that certain lot of ground situate in the
Borough of Burgettstown,Washington County,
Pennsylvania,known as 225 Center Avenue,
Burgettstown,Pennsylvania,together with
improvements cons isting of a two story frame
dwelling and a one car detached garage.For
recordings see Deed Book 196,page 252,and
Will Book 33,page 376,Washington County,
Pennsylvania.
Total Real Estate Appraisement
RECAPITULATION
Total Personal Property Appraisement
Total Real Estate Appraisement
Total Appraisement
$213.00
1,000.00
$90,179.15
$8,200.00
$8,200.00
$90,179.15
8,200.00
$98,379.15
MEMORANDUM OF REAL ESTATE OUTSIDE
THE COMMONWEALTH OF PENNSYLVANIA
NONE
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INVENTORY AND APPRAISEMENT
IN THE ESTATE OF
SHURLEY T.BRUCE,A/K/A
S.T.BRUCE.DECEASED
19-JUN 1 3 1967Filed-------------,
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Attorney:James R.Donaldson,Esq.
Washington Trust Building
Washington,Pennsylvania
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Filed.A.1-8-67
IIN~Dkt.78,p.394
AFFIDAVIT OF EXECUTOR
STATE OF PENNSYLVANIA,)
)SS:
COUNTY OF WASHINGTON )
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Personally before me,the undersigned authority,a Notary Public in and for said
County and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL
BANK AND TRUST COMPANY,who,being duly sworn according to law,deposes and .,
says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor of the
estate of SHURLEY T.BRUCE,A/K/A S.T.BRUCE,deceased,that the following
schedules constitute a complete supplemental inventory and appraisement of the real
and personal estate of SHURLEY T.BRUCE,A/K/A S.T.BRUCE,deceased,except
real estate outside the Commonwealth of Pennsylvania;that the figures opposite each
item of real and personal estate in the following schedules are determined and stated
by the undersigned to be the fair value of said items as of the date of the decedent's
death,based upon a just appraisement of each item made by the above named Executor.
Sworn and subscribed before me this 7th
day of N_o_v_e_m_b_e_r l967
SARA M.VAN KiRK
Notary Public
ARLIE WD orr.
Arlie W.Ott
TRUST OFFICER of MELLON NATIONAL
BANK AND TRUST COMPANY
EXECUTOR ESTATE o'f SHURLEY T.I
BRUCE,A/K/A S.T.BRUCE,DECEASED I
Supplemental Inventory and Appraisement of the goods and chattels,rights and credits
which were of SHURLEY T.BRUCE,A/K/A S.T.BRUCE,Deceased,late of 225 Center
Avenue,Burgettstown,Washington County;Pennsylvania,taken and made in conformity
with the above affidavit.
PERSONAL ESTATE SCHEDULE
To raise carrying value of remainder interest under
the Will of Elizabeth Bruce Campbell per distributable
value of $4,603.72 received from the Exchange Bank
and Trust Company,Franklin,Pennsylvania,Trustee $4,602.72
Jewelry 5.00
Silverware 1O.00
Coins 7.50
Total Personal Property Appraisement $4,625.22
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SUPPLEMENTAL
INVENTORY AND APPRAISEMENT
IN THE ESTATE OF
SHURLEY T.BRUCE,A/K/A
S.T.BRUCE,DECEASED
Filed November 8,,1967
Attorney:James R.Donaldson,Esquire
Washington Trust Building
Washington,Pennsylvania
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August'lS,1967.
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Tbe Director., , _
BUl""au of'Oounty Oolleotions,'
Department of R~venue,. -~
26 s.Fou~tb St."
Ha.rrisburg,-P~nna••·11120
HE:ES'llATE OF BRURtE!'1~'BrnKm.~DECF;ASED .
WASHINGTON COUNrY,PEl~N~YLVAlUA.,'
,36-259-3'
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Bncloaed.here~1th,plaas~find,OBJEOTION TO
REG!STEROF APPHAISEl.ro;NTfl1ed '01 Mellon National Dank
and Trust Company,Exr.Eat.'ol'Sburley T.Bruee.,))eceased,
per J~as R.D01laldaon,A~tor:ney,'·prot6st1ngthELappralsement
of real estate,'whioh lstob$deteraI1nedat the ',Audit ot
the Account of'the personal r epresentattve ot the",Eatlilte.
,ThlsttObjec~101'la to:Reg1ster of .A,ppraisement1t:ts .filed,in
duplicate.herawith•..,...
,Verytru111ours ,
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d/r-ce:Inh.Tax.Dept ••
Wash ••Pa."
~1~1:£~'td-Y
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..~osephlne U.Douglas,
'Clerk 0.0.
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No.100 of 1967 Inh.Tax Glm.
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uAMES R.DONALDSON
ATTORNEY AT LAW
WASHINGTON,PENNSYLVANIA
WASHINGTON TRUST BUILDING
August 15,1967
Josephine M.Douglas,Register of Wills
for Washington County,Pennsylvania
Washington County Court House
Washington,Pennsylvania 15301
IN RE:Appraisement under \Inheritance and
Estate Tax Act of 1961
Estate of Shurley T.Bruce,Deceased'
OBJECTION TO REGISTER OF APPRAISEMENT
OFFICE
MELLON NAT'L BANKAND T~UST BLDG.
BURGETTSTOWN,PENNSYLVANIA
WED.AND rRI.AFTERNOONS
1.This notification is filed by the undersigned,Executor of the Estate
of Shurley T.Bruce,Deceased,whose address is 40 South Main Street,Washington,
Pennsylvania.
2.On July 12th,1967 an appraisement of the tax due under the "Inheritance
and Estate Tax Act of 1961"was made in the Estate of Shurley T.Bruce,Deceased,in
Washington County,Pennsylvania,a copy of which notice is attached hereto.
3.The undersigned protests the appraisement of the real estate at $8,200.00
and objects thereto as excessive,and alleges that the true market value is $7,000.00,
the selling price of said real estate.
4.The undersigned protests the appraisement of the trailer,included in the
personal property at $1,000.00,and objects thereto as excessive,and alleges that the
true market value of the trailer is $450.00,the selling price of the same.
5.The undersigned hereby notifies the Register that it elects to have the
correctness of 'the action herein complained of determined at the audit of the Account
of the personal representative of the Estate of Shurley T.Bruce,Deceased.
MELLON NATIONAL BANK AND TRUST COMPANY
By @d.dlJ!=Trust Officer
Exec tor of the Es ate of Shurley T.
Bruce,Deceased
40 South Main Street,Washington,Penna.
Filed in triplicate
."
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RCC-Sl (2-64)
..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
•
NOTICE OF FILING OF APPRAISEMENT
MELLON NATIONAL BANK &TrillST CO.
(Executor or~
IN YOUR REPLY PLEAae
REP'KR TO 36-259-3
In Re:Estate of_...JS~Hl,I.,I!.!R.!u!:LE~'!.j,Y...J.T..1.'__B~R~U~C~Ei!-'_
__.:..-\!.!.:'iA~S.!.!H,J.,iI=.!:N~Gu..T::.t.Qll.N County -F.ile No.937Q-55
J&:"O[Gentlemen:
,You are hereby notified that the=-__Q~r~~~'~~~~'~~~~)~__
appraisement in the estate of Shirley T.Bruce aLkLa
has been filed in the office of the Register of Wills qf Washington
County on July 12.,19.Q1..Said appraisement reflects the
following valuations:
Re alEstate ~8~.2~0~'0~".~@,;:,::O::.....__
Personal Property -L90~'L'0~O~O~'~.9~8~__
Transfe r s ...IN.:cQ~n~e~_
Total -.;9z.s;8~,...2~QlOLQ.....9~8~--
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowa,ble.As to any tax that
remains unpaid after one year from date of death',interest at the rate
of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as prOVided by law.
Dat e __----1!J..Idu....ly.;-.11oJ25<,:;1--t!1.....9:.l>oi6~7-----
DATE OF DEATH:January 20,1967 .
Note:This is not a bill.
Signed
Titie
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-#-C(-1Irj-(r~r
No.100 of 1967 INH.TAX.CLM.,
:.'-~
ESTA'JE
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OF.".::;:'/flUI]1S;..-s~ffitLEY T~U B~UCEt
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No.'lOO-of 1967 Inh .Tax Clm.
JAMES R.DONALDSON
ATTORNEY AT LAW
WASHINGTON,PENNSYLVANIA
WASHINGTON TRUST BUILDING
August 15,1967
Josephine M.Douglas,Register of Wills
nor Washington County,Pennsylvania
Waihington County Court House
Wa~hington,Pennsylvania 15301
IN RE:Appraisement under\Inheritance and
Estate Tax Act of 1961 .
Estate of Shurley T.Bruce,Deceased
OBJECTION TO REGISTER OF APPRAISEMENT--
OP'P"CE:
MELLON NAT'L BANK AND TRU'ST BLDG,
llURGETTST OWN,PENNSYLVANIA
WED.AND '~T[RNOON8
1.This notification is filed by the undersigned,Executor of the Estate
of Shurley T.'Bruce,Deceased,whose address is 40 South Main Street,Washington,
Pennsylvania.
2.On July 12th,1967 an appraisement of the tax due under the "Inheritance
and Estate Tax Act of 1961"was made in the Estate of Shurley T.Bruce,Deceased,in
Washington County,Pennsylvania,a copy of which notice is attached hereto.
3.
and obj ects
the selling
·The undersigned protests the appraisement of the real estate at $8,200:00
thereto as excessive,and alleges that the true market value is $7,000.00,
price of said real estate.
Trust Officer
Shurley T.
---
4.The undersigned protests the appraisement of the trailer,included in the
personal property at $1,000.00,and objects thereto as excessive,and alleges that the
true market value of the trailer is $450.00,the selling price of ,the same.
5.The undersigned hereby notifies the Register that it elects to have theIcorrectnessof'the action herein complained of determined at the audit of the Account
of the personal representative of the Estate of Shurley T.Bruce,Deceased.
MELLON NATIONAL BANK AND TRUST COMPANY
I ".,
•/.1k1,.
40 South Main Street,Washington,Penna.
Filed in triplicate
;,,
"'i':~g~~~i~
R C C-Sl (2-6..)
COMMONWEAL-;rli OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INl;lERITANCE TAX ,DIVISION
•
NOTICE OF FILING OF APPRAISEMENT
HELLON NATIONAL BANK 8{TnUST CO.
(Executor,or~~
IN YOUR REPLY PL£Aa£
RE'Ii:R TO 36-259-3
In Re:Estate 0 f _....;R~I~-II,wRJoILI.t!·}oL.J~YI......JTu!:-.J.B!l.JnL!.!U.)J.C~E:,-_
__...;..-...!.!VJ.:.:.A~S.u.H~ll~~G>J..T~O"",N.:l----County -F.ile No.937Q-55
You are hereby notified that the~__~Q~r~i~~~i~~~a~J-----------------
appraisement in the estate of Shirley T.Bruce a/k/a
h~s been filed in the office of the Register of Wills qfWashin~t9n
County on ,Ttlly 12.,,19.QL.Said appraisement reflects the
following valuations:
,Re alEs tate ~8.3-.~2~O~O~•..:::O..:::O:.._.__
Personal Property~__~9~O~,~O~O~O~.~9~8~-----
Transfer s ---AN~Q~n~e"__
Tota1 __-'----i-9.....8.y.36.020""'0""....9,0.8"--__
As to such tax that is paid within three months from date of
_death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death',interest at the rate
of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date __~J'-!.<1J...l.J.y_l....2o..,~~11e-.9~61.J.7-----
Title
DJ,TE Olo'DEATH:January 20,1967 .
~1oZe;This is not a bilL
"./;.:,
IN THE ORPHANIS COURT OF WASHINGTON COUNTY"PENNS YLVANIA
j
IN '~:)
)
SHURLEY T.BRUCE)
,l.
No.977 of 1968
ORDER
AND NOW"this 16th day of September"1968"
i,..~th~above hearing originally set for 10:00'a.m.on Thursday"October 3rd
on application of James R.Donaldson,,'.attorney for the estate"is continued
,.
until Tuesday"22nd of October at 10:00 'a.m..
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and ORDER
Deceased.
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JAMES R.DONALDSON
ATTORNEY AT LAW
WASHINGTON TRUST BUILDING
WASHINGTON.PENNSYLVANIA
l3~-~~/
ESTATE OF
SHURLEY T.BRUCE,a/k/a
S.T.BRUCE,
PETiTION FOR MORE PARTICULAR
STATEMENT OF CLAIM
IN THE ORPHANS'COURT OF
WASHINGTON COUNTY,PENNSYLVANIA
NO.977 of 1968
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IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
ESTATE OF
SHURLEY T.BRUCE,a/k/a
,..
S.T~BRUCE,
Deceas~d.•
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)
(
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NO.977 of 1968
PETITION FOR MORE PARTICULAR STATEHENT OF CLAIM
.,.'-,
".-~~.
TO THE _HONORABLE,P.V.MARINO,PRESIDENT JUDGE OF SAID COURT:
The Petition of MELLON NATIONAL BANK AND TRUST COMPANY respectfully re-
presents:
1.That your petitioner filed its Account in the above estate at the
above Number and that the estate was called for audit on September 10,1968.
2.At the time of audit John L.Brunner and Walter W.Gregory,Jr.
appeared for John Sarracino,Claimant.
3.That the Statement of Claim is as follows:
"whose claim is based on a contract wherein decedent
promised to bequeath to claimant the sum of $25,000.00
in return for services."
4.That at the time of Audit your petitioner,through counsel,request-
ed a more specific Statement of Claim,but the request was denied.To date,your.,
petitioner has learned only that it appears the Claimant is relying on a verbal
contract.
5.The concise Statement of Claim should have included whether or not
the contract was verbal,the date of the contract,the terms and .the services to
be performed by Claimant.
}THEREFORE,your ,petitioner prays your Honorable Court that the Claimant
be directed to file a fuller Statement of Claim in order that your petitioner
may fully investigate the claim and carry out its duties as fiduciary.
And it will ever pray,etc.
MELLON NATIONAL BANK AND TRUST COMPANY
of ~
.,
'Of/....?...,•
COMMONWEALTH OF PENNSYLVANIA )
58:
COUNTY OF WASHINGTON (
Personally before me,the undersigned authority,a Notary Public in
and for said County and State,appeared ARLIE W.OTT,Trust Officer of MELLON
NATIONAL BANK AND TRUST COMPANY,who,~eing duly sworn according to law,de-
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t.
\,
poses and says that the facts set forth in the foregoing Petition are true and
correct.
,',~
Trust Offic Bank and Trust
Sworn and subscribed to
before me this
day of September,1968•
.-
~otary Public
_..~.•tOliH L.DAGUE
::Washin~ton W ••'Notary PUblIc~-~.C ~,aSdmgfon C.\~-,.y ilmmleslon Ex I ,ounty,Pa.
•~Pres Mar.26,1Oaf]
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IN THE ORPHANS'COURT OF WA;SHINGTON C01JNTY,PENNSYLVANIA'
ESTATE OF
"
SHURLEY T.BRUC,E,a/k/a
S.T.BRUCE,
Deceased~
(··)··(··)
o R D E R
NO.977 of 1968
Petition,
ii:..,R~inCluding
f contract,
AND NOW,September 30th,1968,Up0111 consideration of the withi111
John Sarracino,C1ai~nt,is ORDEllED to file a StilteD1entof Claim,.~
therein whether or not the contract was verba1,thedat'e ef the
the terms thereof and the services to be performed by Claimant.
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EXECUTOR
COUNTY,PENNSYLVANIA
i:o.':~
FIRST AND FINAL ACCOUNT OF
No.lf71 '7 I'??:?
ESTATE OF
SHURLEY T.BRUCE
ALSO KNOWN AS S.T.BRUCE,DECEASED
MELLON NATIONAL BANK AND TID ST COMPANY
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:.,YJ 11.1111{}f!NV J818108/1'(r~ifii!6~
IN THE ORPHANS'COURT OF WASHINGTON
BALANCE DUE -$70,874.5Y ~./7-%l-f ?
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JAMES R.DONALDSON
Attorney-at-law
614 Washington Trust Building
Washington,Pennsylvania
Phone:225-5920
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COURT OFWASHINGTONCOUNTY s PE~VANIA.
NO.f 71-r'I~(,Y
IN THE ORPHANS'
ESTATE OF SHURLEY T.BRUCE
ALSO KNOWN AS S.T.BRUCE s DECEASED
FIRST AND FINAL ACCOUNT OF
MELLON NATIONAL BANK AND TRUST COMPANY
EXECUTOR -
July 1S s 1968
ISU M M A R Y
SCHEDULE "A"-..
PRINCIPAL-PERSONALTY
Receipts Page 4 $97 s040 71
Disbursements Page 7 it.28.595 09
Balance $68,445 62
SCHEDULE "B"
INCOME-PERSONALTY
Receipts Page 8 $2,503.71
Income-Realty 65.45 $2,569 16 I
Disbursements Page 8 140 19
Balance 2,428 97
SCHEDULE "c"
PRINCIPAL-REALTY
Receipts Page 9 $8 s 200 00
Disbursements Page 9 8.200 00
Balance 000 00
SCHEDULE "D"
INCOME-REALTY I
I
Receipts Page 10 $70 00 I
;\,I
j'Disbursements Page 10 $4.55
Transferred to·
Income-Personalty 65.45 70 00
Balance 000 00
NET BALANCE $70,874 59
,
LJJ:aat
...'.,.
'.
The balance consists of the following:
PRINCIPAL-PERSONALTY
$20,000.United States of America 5.238%
Treasury Bills,dated 3/28/68,due 9/26/68
$2,000.On Deposit at Interest in Mellon Bank
Silverware,delivered to Legatee
(See Exhiqit No.1 Page 11)
Household Goods,delivered to Legatee
(See Exhi.bit No.1 Page 11)
Jewelry and Coins,delivered to Legatee
(See Exhibit No.1 Page 11)
Trailer,delivered to Legatee
(See Exhibit No.1 Page 11)
Cash,advanced to Legatees
(See Exhibit No.1 Page 11)
Cash on hand
INCOME-PERSONALTY
Cash,advanced to Legatee
(See Exhibit No.1 Page 12)
$19,735 20
2,000 00
10 00
213 00
12 50
1,000 00
$44,500 00
974 92 45 474 92
$68,445 62
$240 00
Cash on hand
- 2 -
2 188 97 2 428 97
$70,874 59
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Receipts
1967
June 13 Inventory filed $90,179 15
Nov.8 Supplemental Inventory filed 4,625 22
1967 Conversion of Assets Without Gain or Loss
Sept.28 Proceeds maturity of $30,000.United States
of America 4.0770 Treasury Bills,
dated 3/30/67 $29,382.30
Carrying value 29,382.30 $000 00
Nov.2 Cash received from Exchange Bank and Trust
Company,Franklin,Pa.,Trustee Under Will of
Elizabeth Bruce Campbell,Deceased representing
distributable share of remainder
interest $4,603.72
Carrying value 4,603.72 000 00
Dec.20 Proceeds withdrawal of $5,000.On Deposit
at Interest in Mellon Bank $5,000.00
Carrying value 5,000.00 000 00
28 Proceeds maturity of $30,000.United States
of America 4.629%Treasury Bills,
dated 6/29/67 $29,649.00
Carrying value 29,649.00 000 00
1968
Jan.23 Proceeds withdrawal of $2,000.On Deposit at
Interest in Mellon Bank $2,000.00
Carrying value 2,000.00 000 00
Mar.28 Proceeds maturity of $29,000.United States
of America 4.989%Treasury Bills,
dated 9/28/67 $28,634.31
Carrying value 28,634.31 000 00
June 27 Proceeds maturity of $29,000.United States
of America 5.186%Treasury Bills,
dated 12/28/67 $28,619.81
Carrying value 28,619.81 000 00 000 00
1967 Gain on Sale or Redemption of Assets
Mar.29 Proceeds sale of $5,000.Borough of Monroeville
3.50%Bonds due 3/1/87 at 88.11 $4,405.50
Carrying value 4,250.00 $155 SO
31 Net proceeds sale of $3,000.MorrisviHe
Borough Municipal Authority,3.75%
Bonds at 93.$2,789.25
Carrying value 2,748.75 40 50
FOR WAR D $196 00 $94,804 37
- 3 -
BROUGHT FORWARD $196 00 $94,804 37
1967
Milr.31 Net proceeds sale of $15,000.Pennsylvania State
Public School Building Authority,3.75%Bonds
at 97.01 $14,548.95
Carrying value 14,156.25 392 70
31 Net proceeds sale of $45,000.Pennsy1vanta
Turnpike 3.10%Revenue Bonds at 94.39 $4~,467.84
Carrying value 41,625.00 842 84
31 Net proceeds sale of $20,000.Pittsburgh and
Allegheny County Public Auditorium Au ority
3.60%Bonds at 93.29 $18,654.80
Carrying value 17,850.00 804 80 2,236 34
1967 Purchase of Assets and Temporary Investments
Mar.30 $30,000.United States of America 4.07%
Treasury Bills,dated 3/30/67,due 9/28/67
at 97.941 $29,382 30
Apr.5 $4,000.Deposited at Interest in Mellon Bank 4,000 00
Sept.28 $30,000.United States of America 4.629%
Treasury Bi11s,dated 6/29/67,due 12/28/67
at 98.83 29,649 00
$5,000.Deposited •Nov.9 at Interest in Mellon Bank 5,000 00 ;
Dec.28 $29,000.United States of America 4.989%
Treasury Bills,dated 9/28/67,due 3/28/68
at 98.739 28,634 31
1968
Mar.28 $29,000.United States of America 5.186%
Treasury Bills,dated 12/28/67,due 6/27/68
at 98.689 28,619 81
June 27 $20~000.United States of America 5.238%
Treasury Bills,dated 3/28/68,due 9/26/68
at 98.676 19 735 20
$145,020 62
Cash expended re purchase of assets I
and temporary investments 145 020 62 000 00
$97,040 71
- 4 -
SCHEDULE "A"
PRINCIPAL-PERSONALTY
Disbursements
1967
Mar.2
Administrative Expenses
Washington County Reports:Advertising letters $12 50
2 Oscar L.Smith:
Changing locks on trailer and shed 20 95
2 Andrew C.Ralston:Faucet repairs 9 00
6 J.C.McCleery:Appraisal fee for property
at 225 Center Avenue,Burgettstown,Pa.50 00
8 Burgettstown Enterprise:Advertising letters 8 00
30 James R.Donaldson:Reimbursement for
telephone tolls and telegrams 9 49
Apr.20 Joseph P.Ames:
Appraisal fee,jewelry,coins and teaspoons 5 00
26 Peoples Natural Gas Company:
Gas service,final bill 14 98
May 22 West Penn Power Company:
Electric service,final bill 13 66
Sept.1
1968
Jan.17
R.A.Paynter,Incorporated:Premium on
Liability Insurance Policy No.ALB43204,
Indemnity Insurance Company of North America
for property at 225 Center Avenue,
BurgetLstown,Pa.
Internal Revenue Service:Income Tax on
profits for year ending 12/31/67
2 00
253 52
78 00
20.00
1.00
5.00
4.00
10.50
$37.50
3/15/67
6/14/67
11/10/67
1/23/68
Register of Wi lIs,Washington County,Pa.:
Court costs,as follows:
3/2/67 Grant of Letters,
Six short certificates
Trip to Pittsburgh to
qualify witnesses
One short certificate
Filing Inventory
Filing Supplemental Inventory
Certified Copy of Will
23
July 15 James R.Donaldson:Attorney's fee
12/21/67 Payment on account
7/15/68 Balance in full
$2,500.00
2,700.00 5 200 00
FORWARD $5,677 10
- 5 -
$2,500.00
2,486.22
1968
July
1967
Mar.
1967
Mar.
15
29
2
2
2
8
8
14
30
BROUGHT FORWARD
Mellon National Bank and Trust Company:
Accountant's Compensation as Executor
12/21/67 Payment on account
7/15/68 Balance in full
Loss on Sale or Redemption of Assets
Proceeds sale of $5,000.North Allegheny Joint
Authority,3.65%Bonds at 98.70 $4,935.00
Carrying value 4,950.00
Preferred Debts
Angelo J.Spanogians,M.D.:Professional service
Harry G.Benz,M.D.:Professional services
Kurtz Monument Company:
Inscription on grave marker
Washington Hospital:Hospita:l expenses
Bernard Berman,M.D.:Professional services
John C.McGinnis,Jr.,M.D.:Professional service
Lee Funeral Home:Funeral expenses
$5,677 10
4,986 22
$7 00
15 00
14 00
978 47
87 00
15 00
1,980 00
$10,663 32
15 00
Sept.11 C.W.Vates,Jr.,M.D.:Professional services 20 00 3,116 47
1967
Feb.
Mar.
23
2
2
2
2
2
Other Debts
West Penn Power Company:
Electric service to 2/10/67
Peoples Natural Gas Company:
Gas service to 2/3/67
Bell Telephone Company:
Telephone service,final bill
Kitty's Service Center:
Final payment on television set
John Sarracine:Reimbursement for payment to
Bell Telephone Company for service for
December 1966
Mrs.Domenick Sgro:Cleaning trailer
FORWARD
- 6 -
$9 87
6 66
10 62
174 45
51 80
10 00
$263 40 $13,794 79
- 7 -
SCHEDULE ''B''
INCOME-PERSONALTY
Receipts
Interest-Bonds
Borough of Monroeville,Pa.,3.50%
$5,000.1/20/67 to 3/29/67
Morrisville Borough Municipal Authority,Pa.3.75%
$3,000.1/20/67 to 3/29/67
North Allegheny Joint Authority,Pa.,3.65%
$5,000.1/20/67 to 3/29/67
Pennsylvania Turnpike,3.10%
$45,000.1/20/67 to 3/29/67
Pennsylvania State Public School Building
Authority,3.75%
$15,000.1/20/67 to 3/29/67
Pittsburgh and Allegheny County Public
Auditori~Authority,3.60%
$20,000.1/20/67 to 3/29/67
Interest-Mellon Bank
Interest collected during the period
4/5/67 through 6/30/68 on amounts on
Deposit at Interest in Mellon Bank
$33 54
21 56
34 98
267 38
107 81
138 00 $603 27
185 86
Interest-Treasury Bills
United States of America Treasury Bills
$30,000.paid 9/28/67
30,000.paid 12/28/67
29,000.'paid 3/28/68
29,000.paid 6/27/68
$617.70
351.00
365.69
380.19 1 714 58
1967
Apr.30
1968
July 15
Amount transferred from Income-Realty
for distribution
Disbursements
Administrative Expenses
National Union Fire Insurance Company:
One year premium pn Policy No.92091-72
for coverage of trailer
Mellon National Bank and Trust Company:
Accountant's compensation
- 8 -
$2,503 71
65 45
$2,569 16
$15 00
125 19
$140 19
1967
June 13
SCHEDULE "c"
PRINCIPAL-REALTY
Receipts
Inventory filed
Disbursements
Property advanced to Devisee,
David H.Woldorf on 5/1/67.
The executor joined in the Deed and the
Proceeds Sale were received and retained
by the Devisee
- 9 -
$8,200 00
$8,200 00
1967
Dec~20
SCHEDULE "0"
INCOME-REALTY
Receipts·
Property at 225 Center Avenue,Burgettstown,Pa.
Rent collected for February and March 1967
Disbursements
Administrative Expense
Mellon National Bank and Trust Company:
Accountant's Compensation
Amount transferred to Income-Personalty
for nistribution
-10 -
$70 00
$4 55
65 45
$70 00
EXHIBIT NO.1
Payment on account of distributive shares:
PRINCIPAL-PERSONALTY
Jessie Bruce Mevi,Legatee:
Advancement on account of distribution,
item bequeathed Under Paragraph Second (B)
of Will:
Silverware,delivered 6/22/67 $10.00 /
Trailer,delivered 10/6/67
7/3/68Cashadvanced
David Hale Woldorf,Legatee:
Advancements on account of distribution
Under Paragraph Second (D)of Will:
Household Goods,delivered 3/30/67 $213.00 ~
Jewelry and Coins,delivered 6/22/67 12.50 ~
1,000.00 ;;/
3,500.00 4,725.50
Mellon National Bank and Trust Company,
Trustee Under Will of Shurley T.Bruce,
Deceased for Paul Douglas Woldorf,et aI,
Legatee:
Payment of Cash Bequest Under Paragraph
Third of Will:
Cash,4/6/67 40,000.00 I
Pauline Clair,Legatee:
Payment of Cash Bequest Under Codicil
to Will dated September 14,1966:
Cash,4/3/67 500.00 I
Adolphus Lot Alexander,Legatee:
Payment of Cash Bequest
to Will dated September'14,1966
Cash,4/3/67 500.00J $45,735.50
-11 -
INCOME-PERSONALTY
Mellon National Bank and Trust Company,
Trustee Under Will of Shurley T.Bruce,
Deceased for Paul Douglas Woldorf,et a1,
Legatee:
Interest from 1/20/67 to 4/4/67 on
$40,000.00 Cash Bequest
-12 -
$240.00
$45,975.50
COMMONWEALTIl OF PENNSYLVANIA )
COUNTY OF WASHINGTON )
SS
ARLIE W.OTT,Trust Officer of the
MELLON NATIONAL BANK AND TRUST COMPANY,the above named Accountant,being
duly sworn according to law,deposes and says that more than six months
have elapsed from the date of grant of letters and from the date of the
first complete advertisement of grant of letters testamentary,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.
Trust Officer
Sworn to and subscribed
before me this Ird day);
of ~~A.D.1968
I
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.
Mellon National Bank and Trust Compan~
Trust Ofhcer
SS.
EXECUTOR'S NonCE
Eelate of Shurley T
Bruce,a/k/a S.T.Bruce;
decease(l,late ofBurgetts-
town,Washingwn CountyPenna.'
Lette r S TestamentarupontheaboveestatehaV:-
ing been g ran ted to the
undersigned,not1c e is
hereby given to those In.
debted thereto to make im_
mediate payment,and to
I---.J.-·those haVing cl~ms or de-
mands to present them forsettlement.
Mellon National Bank and
Trust Com,Executor
of Estate ofShurleyT
Bruce,a/k/a ST·
Bruce,Deceased.••
40 South Main street
Jame:'RaSDh!ngron,Pa.15301
W •.onaldson Attn'yWash!nhingron Trust B~lld1ngasgron,Penna.IS301'
F-l,8,IS
PROOF OF PUBLICATION
---cOJ----
State of Pennsylvania
Cou~ty of Washin~on
I,_.E.aH Y..O.s.bur..g.,_J.r.,publisher of THE BURGETTSTOWN •
ENTERPRISE,a weekly newspaper published in the Bo!"ough of Burgettstown,
County of Washington,State of Pennsylvania,hereby certify that the annexed ad-
vertisemenll ..§hUr.!~Y.:...~.~.~.~...~§.t..L ..was published in said newspaper for
.=";.:=.Q.:consecUtivEnveeks,commencing'on-the lst _ .
day of F.ebr.uar.y._19 6.7...and concluding on the .:L.Q:t..l1__day of
............_..F..eb.r.u.ar.',Y.,19 .6.2.../
........z::...-..66.k'~:::;Pub""'"
Taken, sworn to and subscribed before me thhl~b..day of F..e.b.rn.9r.L
..--k.t~Notary Public
•".it I fDWARD F.lOUNDER,NOTARY PUBLICMycommlSSJonexpll'es .....;......&rgeU5.f1w1l'.-Bl1i'O'"'h......'.s.li••••'•••••~••••••••_.......19••••••••••......".,na lng/on ~oantyMYCOMMISSIONEXPIRESfEBRUARYI,1m
/'llII
BRUCE,SHURLEY T.,a/k/a S.T.BRUCE,Dec'd.
Late of Burgetts.town,WashingtonCounty,Penna.
Executor.:Mellon National Bank and-Trust Company,40 South Main-St.,Washington,Penna.15301 .
Attorney:James R.Donaldson,.Washington Trust Bldg.,Washing-ton,Penna.
••• ••••• • ••• •••••
Estate Notices
The Register of Wills has granted letters,
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys.
.j:
::;..---,~--
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter of said notice or advertising and that all of the allegations of
this affidavit aSl)~ime,place and ch~r of the publication are true.
t::WJrlt1 ....~........~7~Editor
....~.~.!?t;y.?-.f.Y.?.t..__9..f lQ.t l9.Q.7 .
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.1784 Sec.3,paragraphs (3)and (25)..
COUNTY OF WASHINGTON)
STATE OF PENNSYLVANIA (88.
(PUBL.ISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
Washington County Reports
~~
Washington,Pennsylvania
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 COL'NTY
REPORTS was established on March 31,1920,and was·designated as the official
legal publication for Washington County,Pennsylvania,by order of the several
courts of said County,dated November 11,1920;that the printed notice or adver-
tisement attacbed 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:
Sworn to and
·..l.~~,*day of.....:.e.oroa.q:m ,196 1....ICdZi!-~~-.e...~~~.
Notary Public
KATHERINE C.YARD,~tWY Public
\.
Washington,Washingt~n'Co"Pa.
My Commission Expires
November 1,1969
"-1 .:...
t ,pi,.,"
~
~.,..
PETITION SOR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,
Testate FormJ
Estate of ~$.k[v.R~~:¥...r.L.~RV_C.~.,~IJ.5.1.~.
..........$.!r.~~B_.Q".g.~_.___-.-- .
••••••••••___:_f~__•_.._.__•__ __•.._•••••_••____••••M'
,Deceased
No ..?TL~~.~~.?~~_~¥-
Fiduciary._M~H.9.~LN~.t~~m.~.:t.a..~~..~P..<;l,.,~,-...).
.,!.~~.~.t.g~~.P.?:E_yl ~?:':~~~.t~X:.
-,
Date Ele'ction Place of;
Filed Record ,,,.
Date of·.I '-\Date of
Decedent's death :Jl~~.~!.y..~~L).9.~!,Grant of Leltters_.__.J~.~g~.~.y ..?.7.1..J9..9.7..-.
\'
Th:-.h'-.(First and Final t fl d'thO t'tIS IS t e ·_accoun I e In ,IS es <.J e ,
.~.!i -.
If there have been former accounts fil'ed in this estate,Iist'file number o'r'number and term _~..
-___.._---_.____-._.._----_-__-.----._.._..__-_._.._._.-_-_.----__..__--.
Election to take
Under or Against will.(cross out one)
Not Applicable
Name of surviving spouse .N.<?t.Ap.p~t<;:.~1:?~~~----.---.
List issue,where material:
'None
Did decedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate)
I Yes.No.If answer yes,name them ~".-- -:,.
---- -__- _ _..-____--- __-_ - --___:_--_:--_.~.oo oooo __••_
Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
*Margretta Agnew
Jes sie Bruce Mevi
Lucien Johnson
Adolphus Lot Alexander
David Hale Woldorf
Mellon National Bank &Trust
Company,Trustee
•J
None
Cousin
None
Cousin
None
None
Specific bequest of personalty
Silverware
Cash bequest
Cash bequest
Personalty.&Residue
Cashbequest in trust for
children.of David Hale Woldorf
•-f-·..--.
List,if exceptions to abqve:..A.dee.r:ned:..Revoked:Lapsed:Abated:Give Cause:
*Marg17etta Agne:w r-s.pecific bequest ,of personalty,consisting ,of walnut boxes containing
family records arid set of six heirloom china cups and saucers were received prior to
.decedent's death":"See stat.emeIit attached.
If partial intestacy,give.f'!cts:.
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court'Rule Nb.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.~x '
If any exception give cause:.
File copy of Notice
and date of mailing J.uly..;19.J.9.6.8 ~;.'.',.•~,................•......,,l,•••..'"•.•,.",'".11 ~~'"••~_c.....''''....l ........1 ..".....'~
Yes,Return filed and tax,$2,787.94,paid in
Is estate subject to the filing of a Federal Estate q"ax Return?J~nJ ..._.cJ9.l?tggJ~t1~~~.g~1~~:LJ:tJJy"a;.5-J.._19_glL.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount i..l.,.400.•.00.-($-L2,.O-OO.-le-s-s.-di-s-eount)
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant..._ .
Not Applicable.._--.._--_.__----..-__._---_.---._------_-__..__._-_.-.._--..-_----_._----_.---_-_..__..__._---._----.__..-.
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.
Harry Krausslach,R.D.1,Bulger,Pennsylvania 15019
Claim in amount of $56 for personal services -Claim Denied '('
,'.or
i}
~~o _
JohnSarraci!lo,represented by Attorneys W;alt~r W.-Gregory,Jr.and John
L.Brunner,Was4illR.t9!1~TrustBuilding,Washington,Pennsylvania 15301
No specific amount claimed and no claim with all,amount filed with Fiduciary
or Couns el -Claim Denied
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
~::::
Balance for distribution per account,
Itemize any additional debits not shown by account:$?9.t.~?1.!.?2 .
$'_-::'.Q.::.Total additional debits (Add)
Itemize any 9dditional credits not shown by account:
Principal:
Register of Wills -Filing ,First and Final Account $30.00
·,·i.";
Total additional credits (Subtract)
Balance for distribution
$}Q.~.9.Q r}
$...?~!..~44.59.................:'...-....
2,428.97
$70,844.59
$68,415.62
To be treateda"s cash$19,735.20)
2,000.00)
,10.00'
213.00
12.50
1,000.00
44,500.00'•_,'I
944.92
$'240.00
2,188.97
"".,.
{
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Principal:
U.S.A.Treasury Bills -$20,000 maturing 9/26/68
Interest deposit
Silverware (Advanced):~ousehold Goods (Advanced)
,/"Jewelry and coins (Advanced)
/Trailer (Advanced)6
Cash advanced +Q9
1\C~s h.r.n hand /19 E.)7'-0-<1,l~r~J....0-1),~1 ~r&.-
Income:0
Cash advanc'ed
Cash on hand
hn F.12 ..-S -"'j'DC 1b-h'~,~_.."'"'~.~~=J
,,/
j
JAMES R.DONAL.DSON
ATTORNEY AT LAW
614 WASHINGTON TRUST BUILDING
WASHINGTON,PENNSYLVANIA 15301
TELEPHONE {412l 225-5920
December 26,1968
Honorable P.V.Marino,President Judge
Orphans'Court of Washington County
Washington County Court House
Washington,Pennsylvania 15301
IN RE:Shurley T.Bruce Estate
No.977 of 1968
Dear Judge Marino:
"
BURGETTSTOWN OFFICE
MELLON NAT'L BAN~AND TRUST BLDG.
BURGETTSTOWN,PENNSYLVANIA 15021
WED.AND FRI.AFTERNOONS
In the above estate,since the date of Audit,I h~~e
advanced $2.00 and $5.00 for filing,as shown by the attached re-
ceipts.I have also prepared and presented a Petition for a more
specific Statement of Claim,Petition for Citation and a Petition
for Permission to Compromise.
I believe that I should be permitted additional counsel
fees to cover these matters and appearances in Court in the amount
of $100.00.
JRD:ED
Yo,.s very truly,
--t~~~e:R.Donaldson
.~.
If Family Exemption claimed by Petition,give place of Record:J{<?t.~p.P~~~.~1?~.~.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N~LApp.U.9.~J:?JJL .
500.00
List any advancement or distribution on account that has been made,and nature and amount of same:
Princi,Pal:.,/
JessIe Bruce Mevl -SIlverware $10.00 Adolphus .Lot Alexander -
David Hale Woldorf:~ash bequest $
Household goods $213.00 Mellon National Bank &:Trust
Xewe1rYl &:coins .12.50 Co.,Trustee,cash bequest in
Trailer 1,000.00 Trust 40,000.00
Cash 3,500.000 4,725.50 Income:Interest 1/20/67 to
Pauline Clair -Cash bequest .......-s00.00 4/4/67 (To Trust)240.00
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
Accountant respectfully requests your Honorable .Court to award the specific bequests with
with credit to be claimed for advancements as shown by the receipts .filed herewith.
Accountant further revquests that the balances,Principal and Income,be awarded to
David Hale Woldorf,residuary legatee,with credit for the advancement as shown
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
And your petitioner will ever pray,etc.
Mellon National Bank and Trust Company,
Executor Estate of Shurley T.Bruce,a/k/a
S.T.Bruce,Deceased
,B.X:n.m~t·ifl #too 00•mn..0000.m.mn·.n
being duly J:DY.QXXL doth depose and say
that the facts set forth in the foregoing petition are true
to the best oL its knowledge and belief.
..........Sw:orn to and subscribed before
me this~..l1$~ay of A~.&H~L 19..~.~..
'~.Sig~ature of Offic~r../.2?z ~~.~../.
Title of Officer ;N<?!~.!.y...~.~}:?~~.<;::.
Office expires Q9.t9.p.~.:r H.:,..J9.19 "_
..............................................................~'!''!''!''!''!''!''!''!'f '!'
SARA M.VAN KIRK,Notary Public '
Washington,Washington County,Pa.
My Commission Expires
October 14,1970
S·11ll.\,.:!O iJ31Si~1'~{j
Gi!iH\fH llJSSI~J
O:l .~:\,-~
.~J ...
I
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If
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,
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"-
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No...~.?!..?~..~~.?~~
Estate ,of $JjJ.rn.L~Y..1'BR.U~E .
a/k/a S.T.BRUCE•••••••••••••••••••••••••••••1••••••••••••••••••••••••••••••••••••••••••••
Deceased,,
Fiducibry.....M~H.Q.:n.N~.UQn~.t.:e.~nk.ap.d..
). J
I ~
.....Tx.\l.~t.C.Qmp.a..n¥Ex.e.cutQ:r ..
PETITION,SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduci<;Jry will submit herewith the
following,in conformity with Court Rules
adopted effective Decer:!1ber 3,1951,being
rule No.9:pa rag r.oph b-c;and divisions
thereof:shown on pages 23-24.
1~Written p~raecipes of all Counsel in the
case.
2.C~py 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 Test~mentary or Administration
C.T.A.or an attest copy of Will.
6.'Copy of inventory qnd 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 rec;J1 estate.
9:Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return ifes-
tate is subject thereto.
Jam.es R.Donaldson
Attorney
~2
11 t :G ~:~I L.!:.1-\GS~1
I '
"-
-..,
,-'";:~.j~.....J,o
MELLONWATIONAL BANK AND ,TRUST COMPANY ':-
-'.......-'~.......,-.l ';'-
'"'.",.;,.~.-,_".-Ji..'.._"• ""_'_...~-.,.,'","-.,,f"...;Washington'Office '40"Soutli .Main Stre~t .
..~-",~..;i'_.-..' -'."..I r"~"-..~-,
,:"Wa.s~~ngton.PenhsY~va.rfi~'15301
~~-4-•~.."....
.~
.-'.,
"-."
"
.i ~~"July 19,1968"~
,'1',>,'
.,
~..I..
f.~"-,,--
..
'.
........,It .'-"
.'.--,..'.,.."
Mr.-HarrY t&.u£fsach
~R.1'&."°,1 J/"~.,f •
B"ulge~;F>~tm~'Ytvania ..15019"•,-....-L ~~"c,'..
!'~.....!t ...
Dear Mr.Kr~U&·.ia~h:-
""
~1
.....Eet:ateo(Shllrley:T.Bruee
..•r'""'.-",•
\,.
"
--:..~
-~';,..j.\.;\
\
\
\,
\,'.
.~
.,OJ,,~•~..~,
our First d Final,
gister of 'wn s of',
,Co"'it,.Jin;OUnt.hasheen ••signed
'VA......"'......d·itin the Orphans'.Court
Pennsylvada,some t~e "
You ana-y be pre8e~'or
e e~tate~·w~are giv~ng:you this
.~,r
j
VefytrtilY'your.~."",
'h9~:
...~'.....Trust Depa:rtment ~.',.."
,t.-".
....,-'
~,-,f,
.NQ.971 of l~~&,and W'u'.............
Room at the COU~
~urins the week.!1
,!epre;eented by <:
..~....,..~!.9
As Executor of the above "estat~,Ac:~ount July 18.19~8.in the'
.i _..~.'"
-'
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•~.......;>....'r"';.,:-~..~'..,..~....'il'._",'f'.,.~.,~:,;~~•.".'•
,MELLON.:NATIONAL:B.ANKAND:~TRUS'J.'G9MPABY '.
'1fashirtgto~"Oftice ,:40 SOl.t'th:M~in:Stx:eet .,
:.-,".-),-.
'..~washington •.p~l!n6Yf !~ri1a '~539l:'
,_.,.~, -~_~-'_"1·
t -.f.~,....'f '"'~,,;
t',·'.',l,'i-1-'
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•I "-or.,f."July I?,1968~
,,..~-~..'."~,1 ~,~_~
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"
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Trust DePartment ,I."
,Very truly.yours,.
L''(
:~state ofShurley'T.·Bru~e.;;,,·Acc:t!ilIt..·h·.fit-.-1YI''-
Dear Mr.,.Woldor~:·:
Mr.·David S.c,'Woldorf·
.'•w ~.•
S13S S~tnrJiitDrive ,>
Fairfax,Virginia ZZ0:30....'..
t am please4 to'advise tllit w~haYe
in theOffic:e.of the Regi~ter of W'.
July 18,1968.The acc::ounthas '0"
will be called fora,\!tut in the Orp'.Cl'\loI''itt;;'R
Washington,Pennsyh'ti·...:
day.September 9.u may be 'ese
:
Enclosure
,r
,.
•'I-'/
-MELLON JAfIOIAL BAB AID TRUS~COMPAft I,
,,·.,Waspingtg'n Offiee 40 sout,h MaIn ~treet
.:~.."""W~shingion,Pennsylvania 15301',;
~'".".'~
........
"·.July 19.1968
.1",_"""",
'.
•~4·
·lU:ve readered the above
T:r~8t Department.
,,--~..,"~','..".Very truly yours..
~",,,,,',"/J~~"'.'"' ",",:.rt:,'..'. " ,
~'.-';;:.;<.....'•.•-.';';,.'• "..'.;,,;......-.......
........,.
,.
Walter 'W.Gregory.Esquire
Wa$hiilgtoll Tru.t Building .
WashingtOn.Pennfylvania 15301
Dear,WI".'~Gregory:,
A.your·c;:l1ent
notice.
,cc;,Mr.John Sairraeino
,,
~I
,E.~te,of Shudey T.
As attorney for Johl)Sar_cino
'and Final Acc::ount for the above e
of the Reaister of Wills.W••hin
'""1968,and will be ca 'dU,.MJl.lIo('fVft
ning Septembe.r ,9~,
'\.-.
..-,:,.
,"...
'.
",'....
s'.'•
,,.'
'.,
'..,
.,~.
~_f .."'".
~.c ....
i
'Mrs.Margretta Agnew'"
,680 gast Wl;ie.elingStreet"~,"
Washington,Pennsylvan~15301"-:-.;.z···......~'.,~"..
.~"\~',~)-..'r '.,"
Dear.Mrll.Agnew:'.;'.,.~.'
.'
"~.fit':
.,
~..
r •.'
,...~~-
"
15301
februaryZ3,1967..
.':,,',,~
•4:_
receiv.e certain personal
~."~.
\,
set of $i~heirloom'china
argretta,:Agnew.~f
-'
1 effects -of the decedent loiated in his trailer,_no
as found.H?wever.as you ~ow,w~later learned
versati~with you_that Mr~Bruce bad already made
prio,rto his 'death.
-,'(A)fiX ,give .
-conta~ning'
family,to,r
In rev
trace
from 0
delivery
As you a~e awar'~.Shur.~ey T:.'~ruce died:'
bas quaUfed as Executor of,his estate.
.
•"_t .,"~.,~.;~_r.......J';',iI'
Shurley T,>Bruce,·Estate -:A.~count>N"·"'~"""""
.;:~."'Article Second (A)and-tC)'of his Will
>''',,'•items,which 'are~desc~ibedas'we:
I'
I'
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I
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As 'the normal procedure'in an'estate and'to v~rify tllafdelivel'y ,bas ,been -..--
made,we ask-that you ackaowl~dg¢·thi8 in writing 'by signing,tlie statement
which-appears at the bottom of the,enclosed copy o{this lette~.Please re ...
.turn it to us in the envelope provided':
"r,l'v1argretta Agnew,acknowledge to have received from Shurley T.Bru<;e,prior
to his death,the items as de'scri1:>ed in Article Sec.ond (A)and(C}of his Will.
n,~_.,' ",,:-L.,'~~Date:,,.~=c2,S;/1 (,7 -/L2Math~~gn4~
GFPJr:jbm
Enclosures
"
,-
Very truly yours,
4'rpP~7
Trust Departm~nt
lin tqt (@rpl1una f Q10urt of lIuaqington (ltounty
In the matter of the Audit of Account in
j
Estate of ;.Shur.le.y T BFuc.e.a!k/a .
....$...!T..~Jtr..11:.~.~.
TO THE AUDITING JUDGE:
No..£J1-1-,o.f......................19 6.8..A.A.
Enter QJJ.r.appearance for J.9.hn .$..~.r..r.~.~Jgg.l .Q:!.?.!!P:~~.~..L..!~.9..~.~?.~.~.!.~
....is b..a.s.~.d Q.n.~Q.QP..t.;r..~9..t w.h~..:r..~.1P.:9.~.9.~.g.~.~t p.;r.g.~J.~.~.g ~.9.~.~9.~~.~.~!?:~.~.
....9.l~i..m~nt.t.h.~~um..;~9..f.....$?5..1.Q.9.Q.~.QQ J.~~~.~~.~~f.9..~;?~.!..y..!..?.~..~.~.
..JQ.~.hday of ~~P..:t.~~p..~.~............19 ~.~..
N.B.-Counsel shall.by separate paper.present a concise statement of
each claim.with supporting calculation of any interest claimed.
Objections to an account as filed,shaH be concisely stated in a
separate paper Counsel sugge&ting proper distribution shall file
a separate concise statement in that regard.
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No 97-.7 ,----0£,19 6B ,A.A.
In re Audit of Account in Estate of
..........~JIgJ~~gx T.~~.:Rv.Q~..
..........~.!~.!~~.~~..!~~!!.9.!f :..
AUDIT
'~aeripe fur ..Appearance
FOR
.JOHN SARRACINO Claimant....,,,.
JOHN L.BRUNNER and
WALTER W.-GREGORY,JR•..........................-----..--..-.___---_--__._--_._--
Attorney 8
~2
3Jn tl1r ~rpl1ans'aIanrt of lIasl1iugtan (!tannty
In the matter of the Audit of Account in
/
Estate of SHURLEY T BRUCE,a /k fa
S.T.BRUCE
TO THE AUDITING JUDGE:
No.977 .o~f:.-,.."19-6lL.xmE
Enter --'ID.llyiJ-,appearance for -~A~c~c~o~u~n~t:=a~n~t"'-------------_
of -""S-=ep=t""'em~b~er!:..-.19~
N.B.-Counsel shall,by separate paper.present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
No.977 ,of ,19~,3iiiR
In re Audit of Account in Estate of
SHURLEY T.BRUCE.a/k/a
S.T.BRUCE
AUDIT
Jrarripr fur :Appraranrr
FOR
Accountant
JAMES R.DONAIl>SON
Attorney
~2
;1Jn t4t OOrp4nns'aInurt nf IIns4ingtnn <trnuuty
In the matter of the ~~~?~_§_.r::~_R'.~~.'?:!.
Account of._M_~~_~Qn_..Ji§._~t.9.~§..U?§_.~~..~..Tr..l}.st
..~_?~p.~~Y..z __~~~~~.~~!__.._.
ESTATE OF
_~~~!..~_~X_~_:__~!..~~~_,~0!.~.
_§':T_~__~X.l;!~_~_1 .
Deceased.........---_------____--_..____.
No....~7.7.....Of 19...9.§.....,"AYtK.
3.00
$70,776.59
10.00
107.00
$70,669.59
3000.00(~67,669~.59 04':f ~d,~/7
589.11 ~~/~.
$67,080.48
8200.00
$75,280.48
John Sarracino,(Walter W.Gregory,Jr.,and John L.
Brunner,Esqs.),claimant,claim as compromised,
Russell Marino,Agent,transfer inheritance tax,$564.14
Interest from 4-20-68 to 1-16-69,24.97
ADJUDICATION AND DECREE
And now ~_'?:!!-~_'?:~Y.J-..,19.§_~__,this matter came on for hearing,
audit and distribution at this session and tes,timony taken;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be$.70_~-8~4-.-5.9--.---------------.------------------and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in a~cordance wi1th .the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be flied
sec.reg.or on appeal be taken herefrom sec.leg.
Additional credit asked at audit
Jessie Bruce Medvi,specific bequest in kind of silver-
ware as set out in the Will,held in kind and distributed as
such at the appraised value,credit to be taken by the
accountant for items advanced prior to distribution by the
Court,
Balance per account__.... ..._
Deduct Clerk's Costs &Receipts . . ._
Attorney_.!.~_~_~_~__~_:__~~_~~~_~?~_l)... . _
Russell Marino,Clerk 0.·C.,costs filing petition for
more particular statement of claim,
Balance . .._
James R.Donaldson,Esq.,additional counsel compensat~on
for extraordinary services performed ($100.00)and costs
reimbursed,($7.00),
Redebit -Advance of converted real estate,
David Hale Woldorf,bequest in kind of tangible personal
property including household goods at $213.00;jewelry
and coins,$12.50;trailer at $1000.00;held in kind and
distributed as such at the value as shown,credit to be
taken by the accountant for items advanced prior to
distribution by the Court,1225.50
$75,270.48
$74,044.98
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Mellon National Bank and Trust Company,Testamentary
Trustee,legacy in trust under the terms of Paragraph
Third of the will,cash,credit to be taken by the
accountant for funds advanced prior to distribution by th
Court,and plus interest accrued from date of death to
4-4-67,($240.00)'40240.00
-"'-
$33,804.98
Pauline Clair,legacy for Lucien Johnson,under the
terms of the Codicil to the Will,credit to be taken by
the accountant for funds in the amount of $500.00
advanced prior to distribution by the Court,
Ado lphus Lot Alexander,legacy,credit to be taken by
the accountant for funds in the amount of $500.00
advanced prior to distribution by the Court,
500.00
500.00
$33,304.98
$32,804.98
David Hale Wolfurf,residue,including cash,credit to b
taken by the accountant for funds in the amount of
$11700.00 advanced prior to distribution by the Court,32804.98
No balanc$
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PETITION FOR CITATION
IN THE ORPHANS'COURT OF
WASHINGTON COUNty,PENNSYLVANIA
NO.977 of 1968
ESTATE OF
SHURLEY T.BRUCE,a/k/a
S.T.BRUCE,
Deceased.
y-b",j{JAMES R.DONALDSON
1'5 ATTORNEY AT LAW
~WASHINGTON TRUST BUILDING
WASHINGTON,PENN~Y~VANIA Iv
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IN THE ORPHANS I COURT OF WAS lUNGTON COUNTY,PENNS YLV ANIA
ESTATE OF
SHURLEY T.BRUCE,a/k/a
S.T.BRUCE,
Deceased•.
)
(..
)
(
NO.977 of 1968
..
PETITION FOR CITATION
..TO THE HONORABLE,P.V.MARINO,PRES !DENT JUDGE OF SAID COURT:
The Petit10n of ME~LON NATIONAL BANK AND TRUST COMPANY respectfully
represents:,
,~",",
1.That your petitioner asked for a more particular Statement of Claim
by John Sarracino,Claimant.
2.That at the time set for the hearing on the claim on Tuesday,
October 22nd,1968 a Statement of Claim was filed,setting forth in para-
graph 1 "His claim against the Estate of Shurley T.Bruce is based on a verbal
contract,the exact date of which cannot be recalled.It is the Claimant's
recollection that said contract was entered into well over one year before
the death of the decedent.1I
3.The statement as filed leaves the time when the contract was entered
into as some date more than one year before the death of the decedent,who
died at the age of 80 years.The Statement of Claim thus leaves the estate
without knowledge or the means to ascertain the circumstances surrounding
the alleged contract,making it impossible for the Executor to properly per-
form its duties.
WHEREFORE,your petitioner prays your Honorable Court that a Citation
be granted on the Claimant to show cause why the date of the contract should
not be set out in the Statement of Claim.
And it will ever pray,etc.
MELLON NATIONAL BANK AND TRUST COMPANY
By ----f--:,.Ce~.U~~·,tJ~-Ii~'~_-_
Trust Officer.
•1
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY OF WASHINGTON (
Personally before me,the undersigned authority,a Notary Public
in and for said County and State,appeared ARLIE W.OTT,Trust Officer of
MELLON NATIONAL BANK AND TRUST COMPANY,who,being duly sworn according to
law,deposes and says that the facts set forth in the foregoing Petition are
true and correct.
"
Trust Offic~erlon National Bank
Trus t Company
Sworn and subscribed to
before me this 7d
I
day of November,1968~
~:~·m.-daM vc!;k '
/SARA M.VAN KIRK,.Washingtoo W~sh 'n t'Notary Public. .M'I ,R.10 CQunty,PYCommisSionExpiresa.
October 14,1970
....."
and
'r.•
r,•...
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
•
ESTATE OF
SHURLEY T.BRUCE,a/k/a
S.T.BRUCE,
.'
Deceased.
)
(
)
(
o R D E R
NO 977 of 1968
~~
AND NOW,Hecosla.~~~~,1968,upon consideration of the within Pe-
tition,'..a Citation is granted directed to JOHN SARRACI.NOMC1~)Ilant,returnable/'?\r J2 /O:Q-O.~~11.
to .<.bYet/r ,ordering him to provide the
Executor of the above estate with the date of the alleged verbal contract.
o
~,
•'>
"..;".......,
IN THE ORPHANS'COURT OF
WASHINGTON COtnrrY,PENNSYLVANIA.
NO.977 OF 1968
ESTATE OF
SHURLEY T.BRUCE,a/k/a
S.T.BRUCE,
Deceased.
COMPROMISE
.JOINDER AND AMENDMENT OF CLAIM
PETITION FOR PERMISSION TO
ORDER A;;'¥#-'\I loiL.
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JAMES R.DONALDSON
ATTORNEY AT LAW
WASHINGTON TRUST BUILDING
WASHINGTON,PENNSYLVANIA \/'
Au 0 3 ~.--,,3 10 /)'-A V'\
,
,~
ESTATE OF
IN THE ORPHANS I COURT OF WASHINGTON COUNTY,PENNSYLVANIA
)··
SHURLEY T.BRUCE,a/k/a
s.T.BRUCE,
Deceased.
(
:
)··(
NO.977 OF 1968
PETITION FOR PERMISSION TO COMPROMISE
TO THE HONORABLE,P.V.MARINO,PRES IDENT JUDGE OF SAID COURT:
The Petition of MELLON NATIONAL BANK AND TRUST COMPANY respectfully re-
presents:
1.That your petitioner is Executor of the above estate and has filed its
Account at the above Number.
2.That Joha Sarracino,on the day of Audit,presented a claim-in the
amount of $25,000.00,alleging a contract to bequeath to claimant said sum in return
for services.
3._Your petitioner petitioned the Court for a more particular Statement of
Claim,which resulted in a statement being presented at the time set for hearing,
which statement did not include a specific date for the contract.
4.Your petitioner secured a Citation on the claimant requiring him to show
cause why a date should not be provided.
5.As a result of the foregoing,your petitioner and claimant have de-
termined that the claim should,be compromised in the following manner:
(a)Claimant will 'amend his claim by substituting a claim for
services renderedjinstead of a claim for a contract to make a bequest.
and will set the amount of the claim at $3,000.00.
(b)Your petitioner will acknowledge the validity of the claim
.
for services rendered in an amount not to exceed $3,000.00.
WHEREFORE,your petitioner respectfully requests the Court to approve the
compromise and to make a Judicial determination that John Sarracino is entitled to
$3,000.00 for services rendered the decedent during his lifetime.
And it will ever pray,etc.
MELLON NATIONAL BANK AND TRUST COMPANY.-----,J!lLL·,"-/".\~.'
By ,I /&4<-it ~c-Trust Officer.
COMMONWEALTH OF PENNSYLVANIA)
·.
,.,"
,...,7 ".../
COUNTY OF WASHINGTON .(
5S:
Personally before me,the undersigned authority,a Notary
Public in and for said County and State,appeared ARLIE W.OTT,Trust Officer
of MELLON NATIONAL BANK AND TRUST COMPANY,who,being duly sworn according to
law,deposes and says that the facts set forth in the foregoing Petition are
true and correct.
Sworn to and subscribed
before me this .;J3d.
day of December,1968.
Trust Of£icer of Mellon National Bank
and Trust Company
Q,-
1
.,,
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
ESTATE OF
SHURLEY T.BRUCE,a/k/a
S.T.BRUCE,
Deceased.
)··(
•·)··(
NO.977 OF 1968
,"
JOINDER AND AMENDMENT OF CLAIM
AND NOll.December 23rd.1968.~IP/W 1!r~7I J:.Attorney
for John Sarracino,hereby joins in the prayer of the foregoing Petition and
specifically amends the claim so that the same will be a claim for services
rendered in the amount of $3,000.00.
'--.2-Attorney f,or Claima~
.'.
IN THE ORPHANS t COURT OF WASHINGTON COUNTY,PENNSYLVANIA
ESTATE OF
SHURLEY T.BRUCE,a/k/a
S.T.BRUCE,
Deceased.
)
(
)...
(
NO.977 OF 1968
AND NOW,December
o R D E R
~J,1968,upon consideration of the fore-
going Petition and on motions of counsel involved,claimant is permitted
to amend his claim so that the same is now-a claim in the sum of $3,000.00
for services rendered,and the Court hereby finds that there is due and
owing the claimant the sum of $3,OOO~OO for services rendered,the same to
be paid by the Estate of Shurley T.Bruce.
,.
""...
DL=Day Letter .<
NL=Night Letter
l T_[nternntional-Letter Tclegram
SYMBOLS
__-----..;£"WESTERN UNIONJ.
TELEGRAM®.
~CLASS OF SERVICE
This is a fast message
unless its deferred char-
~.,acter is indicated by the
proper symbol.
The filing time shown in the date line on domestic telegtams is LOCALTIME at point ofotigin.Time ofreceipt is LOCALTIMEat point ofdestination
1968'8E:019 AM 10 I 29
\
l
-CT AXA065 PDF=TDAX FA I RFAX Vel R 19
..0 __~~'._•~-_.-
:JAMES R DONALDSON ATTY AT LAW=
WASHINGTON TRUST BLDG WASH)NGTON
a -.....
1012A EST=
PA:
•.F'
AGREE TO COMPRO~vnSE AS RECOMMENDED YOUR LETTER 12/16/68.=
---_.---
DAV'1 D WalDORF;
WU1201 (R2-65)THE COMPANY WILL APPRECIATE SUOOESTioNS FROM ITS PATRONS CONCERNINO ITS SERVICE
J
/
IN THE ORPHANsr COURT OF WASHINGTON COUNTY,PENNSYLVANIA
RE:ESTATE OF
SHURLEY T.BRUCE,
DECEASED
(
(
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
I,MRS.JESSIE BRUCE MEVI,legatee under Article SECOND (B)of the
Will of Shurley T.Bruce,Decec;sed,hereby acknowledge to have received from
Mellon National Bank and Trust Company,Executor ll'i the Estate of Shurley T.
Bruce,Deceased,the following at the value set opposite thereto:
Set of Teaspoons $10.00
and request Your Honorable Court to charge the same to me in the Decree of Dis..
tribution to be entered in said Estate.
In consideration of this advancement being made prior to the filing and
audit of a First and Final Account,I hereby agree to refund on demand,all or any
part of this advancement which may be determined to have been improperly made.
Witness:
DATED this f A=day of --):LA .itA-,),196ib.~~..~LB~~£f~
Mr~e Bruce Mevi
•
•
)
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
RE:ESTATE OF
SHURLEY T.BRUCE,
DECEASED
)
RECEIPT FOR ADVANCEMENT,>•.f
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
I,DAVID HALE WOLDORF,legatee under Article SECOND (D)of the
Will of Shurley T.Bruce,Deceased,hereby acknowledge to have received from
Mellon National Bank and Trust Company,Executor of the Estate of Shurley T.
Bruce,Deceased,the following at the value set opposite thereto:
.Jewelry and Coins $12.50
and request Your Honorable Court to charge the same to me in the Decree of Dis-
tribution to be entered in said Estate.
In consideration of this advancement being made.prior to the filing and
audit of a First and Final Account,I hereby agrEile to refund on demand,all or any
part of this advancement which may be determined to have been improperly made.
Witness:
DATED this day Of_~~_J'_rl.....-'1967.
---------
IN THE 6>RPAANSt COURT OF WASHINGTON COUNTY,PENNA.
RE:ESTATE OF SHURLEY
T.BRUCE.DECEASED
1
f _•~'.';...~_.:'
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE PRESIDENT JUDGE OF SAID COURT:
I.DAVID HALE WOLDORF,Legatee under Paragraph
SECOND (D)of the Will of Shurley T.Bruce,do hereby acknowledge to have
received from Mellon National Bank and Trust Company,Executor Estate of
Shurley T.Bruce,Deceased,the following at the inventory value set forth:
Household Goods $213.00
and request Your Honorable Court to charge the same against me in the Decre'e
of Dist~ibutionto be entered in the abOve titled estate.
In consideration of this advancement being made at this time,
I agree to return the same should it later appear that for any reason said ad...
vancement should not have been made.
DATED this /y~day of
l
1967.
WITNESS:
.J
IN THE ORPHANS f COURT OF WASHINGTON COUNTY.PENNSYLVANIA
RE:ESTATE OF SHURLEY
T.BRUCE,DECEASED
}
(
)
RECEIPT FOR ADVANCEMENT
,TO THE HONORABLE.THE PRESIDENT JUDGE OF SAID COURT:
I,DAVID HALE WOLDORF,Legatee under Paragraph
SECOND (D)and residuary Legatee under Paragraph FOURTH of the Will of
Shurley T.Bruce,do hereby acknowledge to have received from Mellon
National Bank and Trust Company,Executor Estate of Shurley T.Bruce,
Deceased,the fol).owing at the inventory value set forth:
Trailer
House and lot known as 225 Center Avenue,
Burgettstown,Pennsylvania
$1,000.00
$8,200.00
and request Your Honorable Court to charge the same against me in the Decree
of Distribution to be entered in the above titled estate.
~consideratioll of this advancement being made at this time,
I agree to return the same or the value thereof should it later appear that for
any reason said advancement should not have been made.
J 1967.
-...L--=-_......-~'---:--__~(SEAL}
WETNESS:
AH:eak 31 7/3/68 Account Number 101-157
COUNTY,PENNSYLVANIA.WASHINGTON
day of_p;.;;...l:;...,~""':::;"'19 6'Y
IN THE ORPHANS t COURT OF
ESTATE OFRE:
SHURLEY T.BRUCE,
DECEASED
I
~
I
RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE JUDGES OF SAID COURT:
I,DAVID HALE WOLDORF ,being beneficially
interested in the above titled estate,hereby acknowledge to have
received from Mellon National Bank and Trust Company,EXECUTOR
ot the Estate ot SHURLEY T.BRUCE ,Deceased
THE SUM OF THREE THOUSAND FIVE HUNDRED DOLLARS ($3,500.00)
ADVANCEMENT ON ACCOUNT OF PRINCIPAL DISTRIBUTION ON 7/3/68
and request Your Honorable Court to charge the same to me in the Decree
of Distribution to be entered in said Estate.
In consideration of this advancement being made prior to the
filing and aud!t of a Final Account,I hereby agree to refund on demand,
all or any part of this advancement which may be determined to have been
improperly made.
DATED this /t(7:/f
WITNESS:
GAL:11w•31 3/30/67 Account Number 101-157
IN THE ORPHANS I COURT OF WASHINGTON COUNTY,mNNSYLVANIA
BE:ESTATE OF
SHURLEY T.BRU~,i"
DECBASBD
I
I
I
REGElPI'FOR ADVANCEMENT
.--
TO THE HONORABLE,THE JUDGES OF SAID COURT:
I,ADOLPHUS LOT ALEXANDER ,being beneficially
interested in the above titled estate,hereby acknowledge to have
received from Mellon National Bank and Trust Company,EXECUTOR
ot the Estate ot SHURLEY T.BRUCE ,Deceased
THE SUM OF FIVE HUNDRED DOLLARS ($500.00)BEING A CASH BEQUEST
UNDER CODICIL DATED SEPTEMBER 14,1966
and request Your Honorable Court to charge the same to me in the Decree
of Distribution to be entered in said Estate.
In consideration of this advancement being made prior to the
filing and audit of a Final Account,I hereby agree to refund on demand,
all or any part of this advancement which may be determined to have been
improperly made.
DATED this,__-:7;.....;;~;;....~dayof Oj~
WITNESS:
,19~7
~.(d~~L)
Adolphus Lot Alexander
GAL:llw 31 3/30/67 Account Number 101-157
IN nIE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
RE:ESTATE OF
SHURLEY T.BRUCE,
DECEASED
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RECEIPT FOR ADVANCEMENT
TO THE HONORABLE,THE JUDGES OF SAID COURT:
WE,LUCIEN JOHNSON AND PAULINE CLAIR,being beneficially interested
in the above titled Estate,hereby acknowledge to have received from
Mellon National Bank and Trust Company,Executor of the Estate of
Shurley T.Bruce,Deceased,the sum of Five Hundred Dollars ($500.00)
being a cash bequest under Codicil dated September 14,1966 and
request Your Honorable Court to charge the same to us in the Decree
of Distribution to Pe entered in said Estate.
In consideration of this advancement being made prior to
the filing and audit of a final account,We hereby agree to refund
on demand,all or any part of this advancement which may be determined
to have been improperly made.
DATED this,_--,J~..J.t/,....I.6~~~__day of_..JjIl;~~)?;..:.;y~/..t.1 ,1967•
WITNESS:
~~~seal)~~.nJhnson
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Paub.ne Clair
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IN THE MATTER OF THE ,ESTATE OF IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY,PENNA.
SHURLEY T.BRUCE,a/k/a-
s.T.BRUCE DECEASED:
977 of 1968NO.__---L---!-~=~_L.__=~_---------------
KNOW ALL MEN BY THESE PRESENTS.THAT I,DAVID HALE WaLDORF,ReSiduary Legatee,
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY'__----"E=~x~e=c'_"u"_'t"_'o~r"'__
OFTHEESTATEOF~~S~h~~u~r~l~e~y~~T~'~.~B~r~u~·-~c~e~,~a=L/~k~/La~=S~.~T~.~B=,~r~u~c~e~'DE~EASED,THESUM OF
Thirty-Two Thousand Eight Hundred Four and 98/100 --------($32,804.98 )DOLLARS
~IN FULL OF ,THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA MADE
AT No,--'-_9.:....1-"..7-=---o:...=f,--,,--19.:....6-,=-8=-_
WITNESS MY ':lAND AND SEAL THIS
W'~N~~)~
v v v v V
See Reverse Side~
W.8282
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NO.977o~1968
• I '\
ORPHANS'COURT
,Contents of Award:
'.:Realty (advanced)$
"Cash advanced priorItoaudit
Ca.sh advanced Dec •
.13,1968,-
.Principal Cash
·Income Cash
.,)
8,200.00
;
3,500.00
1,OpO.OO
17,916.01
2,'188.97
ESTATE OF
SHURLEY T •.I3RUCE,-~---a7'Ji./a .S.'J;'.BRUCE
DOCKET PAGE _
$32,8Q4.98
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,
'.RECEIPT
to FROM
DAVID HALE WOLDORF
TO
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ellon National Bank.&Trust Co
FILED 19__
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IN THE MATTER OF THE ESTATE OF
-SHURLEY -T.BRUCE,a/k/a
s.T.BRUCE
DECEA~ED:
}IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA.
977 of 1968NO._--L-=-...:_-===---.=....<c..:::...:=:-_
KNOW ALL MEN BY THESE PRESENTS.THAT_~l.L,___CJ~A=_=ME:.=·="-"S~R~.~._"'D=O'_"N'_"A=Jj=.:iD""·""':S'_"O::::~N~._=E:..:S"_'Q""'_"'U'_"'l~R~E~J _
Executor'DO HEREBY ACKNOWL.EDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY_--==::..:::..~:.=:..::..:_
OFTHEESTATEOF__~,~S~h~u~r~l~e~y~T~.~B~·*r~u~c~e~J~au/~k~L/~a~S~.~T~.~B~r~u~ck~eUJ~~DECEASED.THE SUM OF
ONE HUNDRED SEVEN AND NO/lOO - - - - - - - - - - - - - - - - - - - - - -~$--,1,,-,O::::..7~.~O.:::::O_--,-__l DOL.LARS
IN FUL.L.OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYL.VANIA MADE
AT No._---'9'--'7'--'7'----"'o=f--'l"'-.9L:6=8"'--_
W.U81
.
NO.977 of 1968---.
ORPHANS'COURT.
}
ESTATE OF
SHURLEY T.BRUCE,
a/k/a..S.T.BRUCE
DOCKET PAGE
:)
;RECEIPT
,FROM
~
Jam.es R.Donaldson,Esq.
TO
~ellon National Bank &T'1"ust Co
FILED 19__
IN THE MATTER OF THE ESTATE OF
SHURLEY T.BRUCE,a/k/a.
S.T.BRUCE DECEASED:
}IN THE ORPHANS'COURT IN AND FOR WASHINGTON COUNTY.PENNA.
No.__9<-7!.-7:.........=o.=.f-:l'--'9'--"6=8"-_
John Sarracino,Claimant,and Walter W.
KNOW ALL MEN B'lC THESE PRESENTS.THAT Gregory,Jr.and John L.Brunne.r.Attorneys
for John Sarracino,Claimant-
DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANy__-=E'-'=x=-e=-.::;c...::u::..;t:....;o:....;r=--_
Shurley T.Bruce,a/k/a S.T.Bruce.OF THE ESTATE OF ----"'---.:----''----=----'--__'------'#!...---,---DECEASED.THE SUM OF
THREE THOUSAND AND NO/lOO --------------------------($3,000.00 )DOLLARS
IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS'COURT OF WASHINGTON COUNTY.PENNSYLVANIA MADE
AT No.-'-9-=-7-=-7_O---'-f_l-'-9-=-68e:-..___+_
WITNESS MY HAND AND SEAL THIS---;,r-I_.1-=---_V,_
W.8282
·!"-····r 0""'!".~~~:".,...;'•.,
NO.977 pi J 968
ORPHANS'COURT
ESTATE qF
SHURLEY T.BRUCE"
a/kja S ~T.BRUCE
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DOCKET '-~P-A-GE,~~~~~~_
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FROM
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John .Sarracino et al.
TO~
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ellon National Bank &Trust Co'
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FILED /19__-\7
IN THE ORPHANSI COURT ,OF WASHINGTON COUNTY,
PENNSYLVANIA
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T.Bruce,I presented a Petition by the Executor for a Citation
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PROCEEDINGS RECARDING CITATION
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No.977 of 1968
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THE HONORABLE P.VINCENT MARINO,
President Judge of the said Court.
May it pleas~the Court,in the estate of Shurley
JAMES R.DONALDSON,ESQ.,of Washington,
Penna.,representing the Accountant.
Monday,December 2,1968,at 10:00 o'clock
A.M.,EST.
,.
ESTATE OF
IN RE:
Deceased.
BEFORE:
MR.DONALDSON:
TIME:
APPEARA NCES:t,
SHURLEY T.BRUCE,a(k/a
S.T.BRUCE,
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directed to JohnSarracino,a claimant,which later I discussed
with you in chambers and you indicated that you are no!'going to
grant the Citation.
THE COURT:At that time.
MR.DONALDSON:At that time.And that I would get some word
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,from ,Mr.',Brunner,or\'Mr.Gr~gory.,'-'M-r.Gregory was unable to
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a letter from:the Qffice'opthe Attorney General'with respect to
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',whether or not the Department of Revenue would,be interested in thl)
to sign one or the other so that we have some type of a record,
on to the personal representative and his attorney,and,therefore
especially due to this letter from the Commonwealth...
matter since'the claim was rather large and we have a fifteen perce1t
We are not refusing the Citation,Mr.Donaldson.
We were attempting to procure the consent"of Mr.Brunner's client'
The Deputy Attorney General pushed the entire legal responsibility
I have,with me an order refu~ing the Citation and request the Court
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tax on which we will have to ask for a refund if the claim 'is allowed
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will sign same today.
to be effective,the Court will grant the issuance of the Citation and
we would s~ve time and expense.But since that has not proven
to'supply the information without the issuance of the Citation so tha
I think I can serve,it on Mr.Gregory since heMR'..DONALDSON:
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THE COURT:Whoever counsel is.I think he 's also counsel
of record.That may be done,sir.We will issue the Citation toda .
MR.DONALDSON:I might,at this time,mention to the Court that
when we come to a hearing,~I expect we are getting so close to the
3
end of the year,we are going to have to go over into January.But
I would like_to,when we get someplace weith the boys;to have perhaps
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either a two or three week,.til?e.depending on what the date is
on-this contract.We are having to go through alinostendless
rolls of film,which was stored away insofar as the bank is concern d
wil~suggest to the Court a proper time for a hearing so that we
it means looking at everY,check and it's quite a labor.
roll includes all of the checks that go through the bank on a day and
and .it is a tedious process and t.hat is the reason that I have been
After the Citation has been answered,counsel,.
running through thes e rolls.The Court probably realizes that the.
to get information on checks thaf Mr.Bruce may have written.
hoping to get a date sowe could cut down the amount of efforts of
.Especially since his cancelled checks,a lot of them are not availab e
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i~I hereby certify tha.t the proceedings and ev'idence are con-
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~above cause,and that this .copy is,a correct trans.cript of ,the saple.
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The foregoing record of the proceedings upon the hearing of
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I-".'.gthe above cause is hereby approved and directed to be filed.
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IN THE ,ORPHANS'COURT o.F,wASHI.J~rGTOl'f COBNTY~
PENNSYLVANIA,~L'-,'
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INRE:
ESTATE OF
SHURLEY T.BRUCE,a/k/a
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No.9776f 1968
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The Court ~p ready,gentlemen.
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JOHN L.BRUNNE,R"ESQ.,of Burgettstown;
Penna.,repre?eriting the Cl,aimant;John
Sarracino.
HEARING ON CLAIM
JAMES R.DON:ALDSON~ESQ.,'of Washington,
Penna.,-~~presenting the Accountant.
THE HONORABLE P.'VINCENT MARINO,
'Pres ide'nt Judge of'the.,saidCour,t.'"
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Tuesday,October 22,.'1968.at 10:00 o'clock
.'.[\.M.,ED?T.,
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MR.DONALDSON:If'it please ,the Court.this is the time set for
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a hearing on the claim of.'John Sarracirio~'As attorney 'for the
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estate,I'd -like to move at this time that the claim be dismissed
for the reason that ,the Executor,at various times,requested somE
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Statement of Claim,'and no Statem~nt was submitted until the time of,
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audit when we were advis ed ina sketchy fashion that there was
a contract to make a bequest.Th,e;;reafter1 the Court"on SeptelJ1be .,),
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we therefore~ask that the claim be dis'Jri:Y:i$sed;
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30 1 directed the claimant to file a Statement of Claim within ten'
•days.No Statement of Claim has been ~iled 'as to'present d,aYl'and '.r
MR.BRUNNER:
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If the Court please1 I resp~ctful,ly,'ask th'e Court
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to deny thef.pe~ition.Everythi!1g that Mr,'Dotlaldson h~s'told 'the"
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Court this morning is the truth.The claimant1 John S.arra'cit}ol is
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not available this,morni:p.g"Your,Bonor?:fiis father:~in-'law having..
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died yesterday.,Certainly,I am,aware thatth,e"Court ,issued an
order that the Statement of Claim be filed.'1 have 6.n my office,at
..•..'.,,'t>l~astl £i'om time to time..attempte'd to ,get,in tOllCD with 'Mr.' '
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Sarracino1 and although Burgettstown is a small com~unitYl we•,;i ~.,"'"
.~ave\b~~,n unable to cont~.~t hjm'each time,co~tacting his pl~ce of,
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,busines'sl telling us that he would be in touch'withour office1 'but
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not ,telling us why he hadn't been.'And finallYl this past we'ekencl "
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i got in t~uch with him and learned that his father-in-law had been.....
seriously in in the hospital for the last monthj that his wife's fam'i y
consists of three children,two of them are in ,New.York ;.his 'wife".'
being the only person in the local c?mmun'ity to look after the
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affairs'of the fa!TIily.And for that te'aS~riJ both 'he and 'his wife
have been constantly preoccupied with the 'health and,the'condition
of his fath'er-in'-law.
And I might add that late last night1 finally
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knowing what the situation waSI I got'Mr,.Sarracino to leave the
funeral home in"Burgettstow:n and come to my oftice and we finally
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prepared a,nc;MIta.mi:cprepar~dto offer it to the Court and to Mr.
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prepared to offer this morning.'
that no real harm has been done.This man passed away in the earl
part of 1967,and witnesses and their memdries become foggy
if necessary or more ftilly discussed after M:r..Donaldson has been
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Your Honor,ll'I take'is.sue'with the statement
I might add,Your Honor~that except,for the.'.
given the opportunity to consider the S;tatement of'Claim that I have
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inconvenience that's been caused,no real harm lias be'en done inthjg
rna tter.The merits of"the claim of Mt.Sarracino can be litigated •
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,as time passes.And ,we have been put to a lot of difficulty trying
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to anticipatejus~what was in the mind'of the claimant..And alsol
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Mr.David H.Woldorf of Fairfax,Virginia has come up to this
hearing.And it seems to me that.we have beenl you might say
been pushe~:rar~unda good bit by the claimant.It is most difficult
to ga}h.e..r.>.together a defense when you have no idea what the claim.
is.And here we come up to.the time 'of hearing with some type of,
a specific statement which w~see for the first time.
1.think the claimant·hadsufficient opportunity
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over the pas t months to have given us 'some'type of a statement.
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Well)it is evident'that we wouldn ft'be able to~_•)t
go into a hearing today with Mr.Sarracino and the situation that
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of this case to a later date.·Ho~ever~I believe'that the,ple;tintiff ,(
his couns~l has,explained~The Court feels that the circumstances
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Do I understand the Court has denied my motion ,.
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the expenses incurred by the defendant in procuring'the 'a'ttendance
of witnesses tod~y fOr this hearing shall be ,charged to .the·plaintiff,
.before we proceed with another hearing;
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should be charged with the expenses that have been ?orneby',theest te
in getting any of its ~itnesses here today.
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that have been explained concerning the,matter warrarit a ,conhm{anc e
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Do I have an €.roe:p:ld.~U'ilotedto that ?
Exception is noted.
If the Court please)I certainly have no objeCtio
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to the ruling of the Court~1.would ask 'that irLs0 far as the chargeE
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are ',concerned)~th~t Mr.Donaldson,provide me'with a stat ement of
MR·~.A BRUNNER:'.
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the'expenses involved and I will see to'it~thatit is taken care 6(":
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THE COURT:Are we in a position at'this time to sugges't a ..,
further date for this hearing)or shall we wait uI'l;~il'both counsel
have a chance to discuss th,e matter and approach the Court with
res pect to such a date?
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Whatever is the pleasu're of th~'.Court is satisfacory,'
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between the 28th and 'the 6th,a~d I hav.e noobjectiori$'to setting
•,.!.~'.,."-.~f'.a dat~,,with the permission or with th.e understanding 'that we may h ve'
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Mr.'Woldorf has some special commitments":~~.~.'"\..t'"_.•:l ......~Or'
MR.DONALDSON:
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,.'I (•additional time after I find out what is in this Statement ofClat:rn,'
and ifyou,wish to 'do s~'for .the:next few days ,before wea~t~ally's~t
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because we have no'id'ea what we a~e going tohave 'to dig i'nto;'your,....">;."'••.
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And you will have an opportunity to examine sa.
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,Mr.Donaldson,1 understand thaf this statement
is being filed pres ently,is tlJ,a t c,orrect?.'.
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I think that'would be advts able.'
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the matters,we will again me'et with:counse'l as'"to.~date for ,a
continued hearing.
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Mr.Brunner,and after the estate cou~sel has had'C!-,chance'to corls'der...~~".
a date for a hearing,.we,~ill permit you to de;>that:
THE COURT:
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MR.DDNAfhiBS0N:Your Honor,I see,on the Statement of Claim,:.••I -•
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is based on a verbal'contract,the exact date~or"which canriot be,".,.'..'.,~
recalled."I submit to the Court that this leaves the estate in a'n ~
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I,.untenable position.How do we know what we are 'to defend against.
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\"A ••,'and when is he going to recall this date?
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Claimant's recollection that said contract was entered jnto~wellove~·.""
one year before the death of the decedent.:"That would certainly•
'THE'COURT:';'"You have.the added statement tha:t1 "It is the "
That is 'close enough.Are the're any othe·r matters for the Court's ..
consideration at this'time?'
casel Your Honor.
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I think this is'a question for the merits of the
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But rae;exact date and plac,e 'you do not know',:
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Yes.So that would h,l7lp you:
I think that can be developed'by testimony•o
It's to be over a year?
0(fix a time.z
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We will adjourn this hearing indefinitely.
(Proceedings dios ed).
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>-UIZ~fUlly and accurately in the n~tes taken by meon the hearing of the above
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The foregoing record of '~he proceedings upon the hearing of
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Il:IIIl-ll:~the above cause is hereby approved and directed to be Hied.
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IN THE ORPHANS,'COURT OF WASHINGTON COUNTY,
PENNSYLVANIA
IN RE:
ESTATE OF
SHURLEY T.BRUCE,a/k/a
S.T.BRUCE,
Deceased.
.)
)
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)
)No.977 of 1968
),
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HEARING ON PETITION FOR'MORE PARTICULAR STATEMENT OF CLi 1M
BEFQRf:
APPEARANCES:
TIME:'
MR.DONALDSON:
THE HONORABLE P.VINCENT MARINO,
President Judge of the said Court.
JAMES R.DONALDSON,ESQ.,of Washington~~
Penna.,repres enting the Accountant.,
Monday,September 30,1968,.at 10:00 o'clock
A.M.,EDST.
May it please the.Court,in the estate of Shurley
T.Bruce,deceased,which was audited on September 10,I have
a Petition by the Mellon National Bank and Trust Company for a
mo re particular statement of claim.The statement of claim as file i
•
at·that time.by ,~ttbrneys for J<;>hn Sarracino stated,"whose ·claim
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'is based on a contract wherein decedent promised to bequeath to
claimant the sum of$25,000.uO in return for services."I setforth,
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in nuinb"er "four,'1That at the time of Audit your petitioner,through
2
,counsel,requested a more specific Statemlfnf of Claim,but the reqt:est
;,
was d.enied.To date,your.petitioner has tearned only that it appea s
•
the Claimant is relyiqg;'on a verbal contract.
,5.The concise Statement of,Claim should have
included whethe r or hot·the con.tra'ct was verbal,the date of the con,,
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tract,the terms and the service~,to be percormed by Claimant.
W,HEREFORE,your petitioner prays Yo~r
Honorable Court that the Claimant be directed to file a fuller State-
m ent of Claim in order that your petitioner may'fully investigate -
the claim a.~d carry o~t its duties ,~s fiduciary."
.I have given notice to Mr.Gregory and on the
26.thhe acknowledged receipt of the copy of the Petition and receip
of notice that I would prese~t this morning:I have not prepared
",
an order because I do not know what the Court wishes to do.The
the matter a'nd I note from the s'chedule here that it was continued
and.I do not want to be derelict in any pCll:!Ziicular in this cas e.
fiduciary,th,e bank is in a position that Ifeel we mlist present this
,.
paper.
Mr.Donaldson,a hearing date had been set in
The residuary legatee is insisting that we take all steps
uill:,
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to October 22nd,is that correct?
MR.DONALDSOl\f:Tliat is correct.David Woldorf is the Reserve.~7<'
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.'Force 'or'the Unit'ed States:'A~iny ana he was called up for his tour
bf'du'ty.And at the time Judge Sweet continued the case,I had
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.'hopes that·ff we continued it for a week beyond his tour of duty,
"~week or ten days or something,we might get som e 'type of settle-
,-ment agreed upon.But we haven't anything fo talk ab,out yet.
3
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THE-COURT:
on the 22nd?
MR.DONALDSON:
Are you going to be prepared to go into a hearing,.
We will be prepared for whC!-tever we have.
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-But we presently have'in the hands of Waldorf,letters,and wei'
have missing certain cancell~d c;hecks.And unless the bank ·is
unable to locate these checks by going through their file~and furnisr ing
I
us with c,?pies by that hme,we should be ready to go ahe~d.We ar
left completely in the dark as to what this man is going'to claim and
we know that.he's been paid,and we are left trying to find evidence
'of payment for services and letters indicating payment.He hasn't
come up to tell us whether this'coritract was entered into ten years
"
ago or two weeks before death.
Gregory ten days to com131y with that order.'That'still would perm
accordance with the prayer of your petition,and we will give Mr.
Will you kindly draw an order for the Court in
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u:s togo ahead ,with the hearing-on October 22na.
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change that hearing date if ,pos,sible.
We don't want to
to •.:t ....
MR.,DONALDSON:,r
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lid rath~r have this in time for the hearing date.
I will pr~pare an order.Shall I keep~he Petition until that time?
,-,
THE COURT:Yes.
(Proceedings Closed).
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the !1bove cause is hereby app~oved and directed ~o be file,d.
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~1 hereby certify that the proceedings and evidence are containedu
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Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH O~.:PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
"
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
.1J!~,Inheritance,an!l.Es1;ate .1'ax A,ct of 1991.)
-----'::;~7~~:;~::~-----}=:::
Late of WASHINGTON.............................................................................County
Arlie.W~.Ott,Tr.us.t ..'O:fficer.,Me.llon..NationaL.Bank.and.,..Tr:ust Comp.any,.
AdmiD:istratoI"of the estate of the above-named decedent being duly sworn,depose and say
Executor
Decedent'clied ..........J..?.n:uary ....
(Month)
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
...........20 ,19 6.7.,ftestate leaving a last will,copy of which is hereto attached.}
(Day)(Year)L~
.....Mellon .Nati.onaL.Bank.and Trust .c.ompany..
SQuth.,Main St•...&..Cherry .Ave,.,W.ashingtou,..Pennsylv.ani.a .
That as such Exe.cut.ar.deponent is familiar with the affairs of said estate and the property con-
(1'.fT'l'IlttJr'JMmTrrtstt:rtm-)
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 THIS SAFE DEPosiT BOX RENTED RELATIONSHIP OF JOINTINWHICHDECEDENTRENTEDASAFEDEPOSITBOXINNAMEORNAMESOFHOLDERSTODECEDENT
.
None
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the follOWing,for the reasons hereinafter set forth:
That Sc.hedule A attached hereto 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.
That Schedule B attached hereto and made part hereof sets forth fully lind 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 ftecedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust ~ompanies,or other institutions,whether indiVidually,or in trust for
any other person or persons giving also s~parately 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
,i~all other cases;'all'bonds,postal savings,treasury certificates or notes and other eViden~e of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreeme~t they
are designated as tax free,of the United States,or any state,or political subdivision thereo~or of......any foreign country,which a~e own.ed at the time of death;all wearing apparel,jewelry,silverware."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,estimated
market value thereof;all bonds and mortgag: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 of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated 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 tn~date of death,bonds and accrued interest thereon to the d~te 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.
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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 SUl)port 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 busine~s 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 wit\.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 property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinentnatlire regarding said transfers.In the case of transf~rs intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a cony'
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 pa~ses at decedent's death by
virtue of the exercise by decedent,either individually,orjointly 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 in~trument"creating such power attached 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 E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductfons 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 accru~d chargeable 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 ~he totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
::~~_~~__;(2_~_::~Y(ib~~1!/1Jim!)Trust Officer
.....,....,.,...S.Qut.h...Maiu...&....C.hf;::.r.r.y...Ay.~Ol•••.•••....•.•••••_.•••_••__.'
(Street Number)
,Washingt.ou".P.e.uns.yly.ani.a Ol.
(City or Town and State)
SARA.M.VAN KIRK,Notary Public
Washington,Washington County,Pa,
My Commission Expires
October 14,1970
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations 'or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
Subscribed and sworn to before me this .
..........Ol ;0.4..~day of ~19§Z..
..........................,..~~?n:i~!.~,,.".
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RCC-34 (1-64).
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
~EAL PROPERTY *"",
'~",
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property hr-Id by
the de.cedent as tenant in common with another or others,shouldbe'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
described by lot and block number,~treet and street number,together wi th
a general descriptian af the property,with a reference to the record of the
conveyance by which the decedent took title;If a farm state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "FlO and must not be deducted from this schedule.
(1)(2)(3\/
DEPARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTION
DECEDENT'S MARKET VALUE (Do not write
DEATH In this space)
All that certain lot of ground situate in
the Borough of Burgettstown)Washington
County)Pennsylvania)known as 225 Center-A~nu1=Burgettstown)Pennsylvania)having
~rected thereon 'a two-story frame dwelling
and a one-car garage.
Deed Book Volume 196)page 252)Washington
County)Pennsylvania.
,$8)200.00
Insert this total opposite "real property",Schedule "A"in the X X X X X
liAs Reported"column on the last page of this return.
$8)200.00
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
Rec-c·s
",
,"
SCHEDULE "n"
PERSONAL PRDPERTY
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
No.
ITEM
List and describe fully
Cash,securities,etc.,per copy of
inventory attached hereto:$90,179.15
Less:
UNIT
VALUE
ESTIMATED
MARKEl'VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
Treasurer of U.S.Civil
Service Lump Sum Retirement
Benefit
Additional assets not reported on
inventory:
Twelve Heirloom Teaspoons
Jewelry &Coins
200.67 $89,978.l.iB
10.00
12.50
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X $90,000.98
lL~SIDENT DECEDENT
HHf'tON'IT<:,\LTH OF PENNSYLVANIA.
TRANSFER INHERITANCE TAX
RCC-·36.,"
SCHEDULE "c"
TIlWSFEIlS
(1)Did decedent,wi thin 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 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 NO
(b)State of decedent's heal th at time of making 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)No
(b)What was the transferee's age at time of decedent's death?No
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which,transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from th('property transferred?
(Answer yes or no)No
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)_
(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 c01lld 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 trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION MARKET VALUE
(Estimated)
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
None
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RCC-37 (12-63)
ro:\nlt)~\\'E:\I.TII OF l'E;\;:,\SYYl.ANlA
TRANSFER l!'\llEHlTAI"l'E TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Mrs.Margretta Agnew Yes *
680 E.WheelinQ"st.
WashinQ"ton.Pa.
*JTlt.Tr'I "'."('-;"".,,+1T'"1",,,+p.,...,VO C'h r,...,+f"\'I".Tnor:l '"r:l0<:l+"'\
C!o+,...,f'c,;v If,>;,...1~~~('I'h';",~('I.",n 1I.-(1\1r'I+'r'I'.T'n"","'+r:lo,,+"'\
Adolphus Lot Alexander First cousin Yep,!k c;nn.nn
42~0 West Ave.lj{)
T.r'lCO l\."N010C'(",,1;f',...,...-n;<:l
M....C'To"",,;0 P.....,no Mo,,;('I~••n';~V""C'*
22S W.106th St.
New York 2S New York
*JTlt.TO1"0 If0;....1 ,,...,m (!k1nnnl
'-""
Lucien Johnson ,V""C'!k c;n()•nn *
Burgettstown Pa.
*To be distri Duted to him in rrmronriate amounts
and timpC'hv11>",,,1;"'0 (,,1~';....H co C'';noj.~....
Forty thousand dollars in trust o Mellon Nation~1 Bank and Trup,t C f'0l"+''h""
benefit of all of the children o P David Hale Woll orf'.-i p,+.0 ("'lni+'"1;'70
the income until anv chi 1 n <:l NO .f'';'0 TT~~.,.,h.,.,,,,,'h';'rl T
'..-v ~
twenty-five the nrincinal shall bE"n-;,dn""n ;"'+'r'I <:lCO m<:l'Y\"[T 0""'"1 --..
David Hale Woldorf has living ch ldren or deceasf d children wi th i C'C'llP chp."1;";.,.,,....
Each share of a deceased child i to ar'l +'r'I ,.,;co ;1C:1'P r'l11+',...;a h+f'r'I""C'+.;,...,...">C'
Each livinQ"childt s tl"l,P,t i p,+'0 IP "'<:l,..,;+..,l-;'7ot'l '"1+';1 C'<:l;r:I ,..,;1 r:I ,..0.'
'v
Unon R.O"e t -f'ivp -;f'r'I'"1;f'""~.,.,,~,,~.d+'",..,....,...,,,.;n';""''''n '~'T';oj..:I.,r
one-third..,princinal between aQ"E"~",",."n ~()",..,+'r'I I?/-::>.....r:I C',..,....;,,..;,..,..,1 T.~,....~':In ~nd '10 ,
\
h
Deponent further says that all the above-named beneficiaries are
NAME DATE OF DEATH
e except below:
RESIDENCE
D-l
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
(Executor-Administrator
must complete "As
Reported"column #1.)
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CO'unty of
Commonwealth of Peimsylvania
REJ»ORT AND APPRAISAL
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flCC-37 (12-63)
co:\nll)~\\'EALTll OF I'E;I;~~YYLANIA
TH:\NSFER 1:'\IlEHITANCJ:o:TAX
RESIDJ:o:NT DEl'EDENT
SCHEDULE "D"
BENEFICIARIES
\
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fac!.)OR NO BIRTH
and all the remaining ~rinci~al t aQ:e 40.
Children of nl'l'lTiil Hl'lll='T.Tn1ilryrf'I'l ~I='I'le!f'n11 n'.Te!•
Richard Elliott Woldorf Nonp 10-~-1:)~
Diane L:vnn Woldorf None 6,i11 -1:)4
RY"l1('I='nl'l~Ti il TATn1il n1"'f'l\Tf""'I'Y"lO o_)~.~h
""Paul DouQ:las Woldorf None 4-11:)-h~
(All children reside with ~ather).
~,
Provision for contingencies.
David Hale Woldorf l\Tn'Ylo Vo",.l{.
5135 Summit Drive
FairfRx Vir,Q"i ni ,g,
*rr'Y'R.i1pY'(!l;1 ()(I()()(),
TT,,'-)1il Ci-nnil '"(?1~()()'
Rl='l'll ~(P,?()()()(),,
Jewelrv &CoinR (12 I:)())
~,
'Rnt.i 1"'1'"1"'1='",i'"
-.
/
/
/
/
Deponent further says that all the above-named beneficiaries are living~this time except below:
NAME DATE OF D~H ~V RESIDENCE--
D-2
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
Will
•~~n t No.
D<THE
Year .
.'.'.'
(Executor-Administrator
must complete "As
Reported"column #1.)
(")...,'"d ::0'"''"'(l)(l)0 ~'"'~en ::s en .......en en 0.....,::s '"d>-l (l)~....'"'~en 0X'"d 0,;:,
~(l)
0'"....'"'(b 0 ~0,;:,
trl (l)....
en ,....,....'<~,....
(l)
..Shurley.T.,,BruGe".
Deceased
Late of Burgettstown.
Commonwealth of Pennsylvania
,-.r~,::C_~~~-.
~;':~RErORf AND
::(~>~~~~:-;~"'--
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Washington,
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Form RCC-33
RESIDENT DECEDENT
SUPPIEMENTAL RETp"RN
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF WASHINGTON .
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the'
Register of Wills of the County where 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.Jnl1eritance.,!ln!i .Estate J'ax A.ct of 1Q61.)...............................;~~:;:.:;::I:;:~:.:~}:::::;:OF
(State full name of decedent)
Late of WA$mNG':[1QN.....County :AllHINI8:'J::BA:mB
State of PENNSYLVANIA.: }5S:
County of WASHINGTON .
Ar.li.e W,Qtt.,T.r..us.t Offic.er,Mellon National..,Bank and Trust C.ompany,.
AfIm:in:isttoiltup:of the estate of the above-named decedent being duly sworn,depose and say
Eseeutor
Decedent'dJed .............January..
(Month)
Name and address of attorney or}
other authorized representative to.
whom all correspondence should be
mailed.
.........2.0.........,19..67--.......,)testate leaving a last will,copy of which is hereto attached.}
(Day)(Year)'Li:B~:!!:
.Mellon .NationaLBankandTrust ...company.......
South.Main..Street ..&..Gherry.Avenue,..Washington,.Pennsylvania ..
That as such Ex.e.cut.ar:deponent is familiar with the affairs of said estate and the property con-
(Ex"cutor·Administrator)
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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
l\Tnnp
That the contents of said safe deposit box or boxes are itemized under Schedules of this---return,with the exception of the follOWing,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth full v and in'detail all the
real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real proper~y at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the ti~eof·death,whetherin:decedent!s immediate possession,standing .to decedent's credit.~n~banks
of deposit,savings banks,trust companies,or other institutions,whether individually,,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to th~last
interes,t d,ay,prior to decedent's death in the case of savings banks,and to the date of deced~nt",~-'death_.\.------~.::--~--.-,,-.
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
'debted~ess of thEtUnl t"ed States':to'the decedent;all obligations,whether by statute or agreement'they
are designated ~s tax free,of the United States,or any state,or political subdivision thereof,or of.~,......(-,,{.'
any foreign country,which are"owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated
market value thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated 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 polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
,'"
In the case of securities of close or family corporation~,the values reported are as far as
possible substantiltted 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 imy co-partnersh'ip or bu'siness,and in support of the value of stich interest there is annexed to
said schedule,financ1al statements sho~ing the a:ssets and liabilities o'f s'aid c<;J-partnership or business.
~copy of 'the cd-part~ership.agreement,(:if oral,a statement setting forth the nature of'the agreement)
together with a stateme'nt setting forth 'the character of the business,its location,and stich other fa.cts
pertaining to thelmsi'ness as may be pertinent to a fair and just.appraisal 'Of the decedent's'interest
therein must be submitted.It should also set fo~th in itemized f~rm,together w,~th the.fair ,m\rket value
thereof,any ,other ,property owned or bequeathed by the decedent at the time pf'death...
The Sched'ule C attached hereto 'and made pa~t hereof ~ets forth a true answer ·to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within ,two.y~ars ot:decedent's
death,in conte'!lPlation of decedent's death,or intended to take effect in possess.ion or enjo~ent at·or
after death,said'schedule sets forth the nature and value of such property,to wh?!"transferred,the
relationsnip of the transferees to the decedent,the proportionate share received by each'traIlsferee,and
all other fae ts Qf a pertinent nature regardIng s,aid transfers.,In the cfts-e·,of p·!:\:Ilsf.ers in~ended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule·a cOllY'-
of the deed,trust agreemenl or other instrument creatin.g the trust.Ther,~is also set forth in said
schedule a list of all property,real and personal,w!th,its value,'which passes iit d.ecedent's death by
virtue of the exercise by decedent,either indiVidually,or jointly with another,or any power of appoint-
ment vested in decedent,eith~r indtvi:dually or jointly,·by the wil~,det:;d,or other in::;trument of another,
with a c.opyof the ins,trume,nt creating such power attached to the schedule.
\..1 <:.~-.-'r -(,
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 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 ~thers;plus the date and place of record of instrt~ents 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 deductiops claimed for and on behalf of this decedent's estate,~nciud.ing funeral expenses paid;'..'.,"..."""fa~ily exemption,where applicable;'costs.of administration of this estate;counsel fees and fudiciary s
commissions pa~d 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 u:npaid at time of
death;taxes accru~d chargeable for period prior to decedent's death (except.those allowed under Se'ction
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","en,"E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this .
............,;l.,~..qf day of ~~19..~.1 ..
_b ?z!.it1,v!.t~AM.··Vi.··KIRK.····"",,·.,bI;,
Washingtor.Washington c~unty,Pa.
My CoMmission Expires
October 14,1970
Mellon National Bank and Trust Company
(~Y.)·r:ili:."i.~rost3jffiCer
....................S.Q1J.t.h...Ma.in...S.t.r:e.e.t....&....Che.r.r:y...AY..f;:mue
(Street Number)
..~~.~?~~~.~.~~!.~~.~.~.7.~y..~.~.~.
(City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RCC-34 (1-64)~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE •
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
-REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commo'."wealth of Pennsylvania should be (1 )(2)(3\/described by lot and black number,street and street number,together wi th DEPARTMENT
a general description of the property,with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title;If a farm state number of a-FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule.
See original return.
,
Insert thi s total opposi te "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
RCC-35..
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANC'E TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta;gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate 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
No.
ITEM
List and describe fully
Cash,etc.,per copy of Supplemental
Inventory attached hereto:$4,625.22
UNIT
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
Less:Jewelry,silverware and
coins reported in original
return 22.50
Note:The actual amount received from
the estate of Elizabeth B.Campbell
was $4,603.72,but this item was
valued at $1.00 on the original
inventory.
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X $4,602.72
RCC-BI (2-54)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENU E
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
IN YOUR REPLY PLEASE
REFER TO
36-259-3
NOTICE OF FILING OF APPRAISEMENT
MEILON NATIONAL BANK &TRUST COMPANY--------------'-(Executor~
j
In Re:Estate 0 f __...:S~H~URLE~~-=Y_T.=.".L....eB""'R!<.!OU:.!o!CE~,-lakill!lU>liai:l..-toS!.&.~T&-•...lB.uR......U;~E
______W=A.=;SHI~l~~G~T..:=O::JN County -File No.
~Gentlemen:
9370-55
You are hereby notified that the supplemental
appraisement in the estate of SHURLEY T.BRUCE,aka etc,
has been filed in the office of the Register of Wills of Washington
County on December 1,,19~.Said appraisement reflects the
following valuations:
Real Estate _
Personal Property ~4~,~6~o~2~.~7~2-----
Transfers --------r.--f::t-r...,......,...,--Tota1 4_,_60_2_,7_2 _
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e __--'-D..;;.e..;;.ce-""mb;;:::;...;e;..=rc.....=1"'"",-cl=9......6"-'7<--_Si gned _
DA'IE OF IEATH:January 20,1967
Title W.R,CHANEY,CHIEF APPRAISER
Note:This is not a bill.
ncc_:,~(6-64)-,
COVMONWEALTH OF~PFNN~YLV,\NI:\
T~UN~FEn INHERITANCE TAX
~~SIDENT DECEDENT
BRUCE,SHURLEY T.aka S.T.BRUCE
FILE #9370-55.
Date of death J:anuary 20,1967
SUMMARY
01/20/67
12/01/67
9370-55 rLEPOllT OF INHERITANCE TAX APPRAISER
I.the undersigned duly appointed Inheritance Tax Appraiser in and for the Cotinty ~f
#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".J {{JLDated:
FILE #
REPORT OF THE REGISTER OF WILLS
I,the undersigned duty elected Register of Wills in and for _
County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts
claimed by deponent,~xcept as to those items where a greater or lesser amount is set forth
in the last column to the right in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduction.
Dated:
REGISTfR OF WILLS
SUPPLEMENTAL
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$.~$$------x&'J 4,60?72 4,602.72
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)
CLE~q VALUE OF ESTATE
=====.~_.._.
4,602.72
=====.-======:=
Valuation of life estates or
annuities.. . • . . . .*_
ESTATE TAX ASSESS~ffiNTS $_
CO~WUTATION OF TAXFORUSEOFREGISTERONLY
Tax on $•__!)%
T ax on $.__10%~~
T ax on $~1;_~_
Tax on $:-~$_
Exemptions=======:--,-(,:,)
Total Estate __
TOTAL TAX $_
Less tax previously paid $==~========\~
BALANCE *_
Less !)%of tax if paid within
3 months after death $~=========:===
(,:,)As evidenced by Chari table Exemption
Certificates issued by the Secretary
of Revenue.
BALANCE OF INHERITANCE TAX DUE $_
Add interest at rate of R%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 QNLY ADJUST~NTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the
Register of Wills,for proper reason,same should be noted below,with short
explanation.
Will {T
Administration ~No....
I:S THE
Year .
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
S.I1t,m~Y.'l'~13}W~,aJ(~$~.T.BRUCE
Deceased
BURGETTSTOv.JN
Late of .
County of WASHING'ION
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.-':
"
Fonn RCC-2
DEPARTMENT OF REVENUE
BuREAU OF COUNTY'COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE P~C?.~.~.~~~.I !.9.§7 .
•·to
COUNTy.WASHINGTON .
FILE NO 93.7Q~5..5 .
Whereas...9.~.lJ.!J~r...!:?~y..G.~..t ~.~~9..!~.~:?~.Y.~late of ~.~g~~.~~~~.
I in the County of WAS.HlN.GTON Commonwealth of Pennsylvania.having died on
the ZQth day of J.~P,'lJ.~;ry 19 9.7.seized and possessed 'of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I :.~!.!~.~~~an appraiser duly appointed according to law.
having been designated to make a fair and conscionable appraisement of the said estate.and to assess and fix
the cash value of all annuities and life estates growing out of said estate.hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
I============================i=====iir======·-
Description of Asset Unit
Values
AppraisementMadeforInherilancE
Tax Purpoles
$
---------------------------------"'---1-----111------....---,.
'"-----------------------------~-.--__II_---__flf__---__II---
SUPPLEMENTAL
---_..;.P~ER:.::::S~•..:.:----------------------_+--_tt----r__-.
As ner Schedule "B"attached 4,602 72---------o£l~~!:..-.!~~~==--..!::!-~~==:....---------------J-----III---~:...:...::-=-+-!....::._.
-----------------------------------J-----III-------J--..
--------------------------------------+-----tt------+----
----------------------------------+-----1It----,---~._..
TOTAL 4.602 72
Having been duly sworn according to law.I do hereby ~ifY that th~ove a praisement is made inl0'2,-
fOl'lJlity with law onthisj~day Of~':=~~~,
/",/j.',.,,.)j "..,..,..,, , .
)§.4 -U.(N\lmbc~~tre.t)
........................................................~"...,Penna.
oat Offle@)
".
..······..:WASHINGTON County
ORIGINAL FIlED .JUly 12.1961,,..
RESIDENT INHERITANCE TAX APPRAISEMENT
SUPPLEMENTAL .APPRAISEMENT
Estate of.
.........SHU.RIEy...T......BRUGE".....aka...etc.
Deceased.
Late of
...............6URG:ETTS.TOWN.....
Datc of Dcath,January..20,~9.67.
Appraisemeilt Docket Vol.,3.6.,..
Page,....?59-3...................No...93.70~55 ..
Filed in Register's Office,J:)~.~J:..,.J9 (;>.7
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,:.,~<"'{~~~,:?...................................::;~~~~~"
Examined and Approved,..
Wrote abaut Appmisement,..
Appeal f,.om Appraisement,..
Entered and charged,
:";f!':.
~~4t/i~",*t
f;I
,,'
,.
.,
'.'
R CC-81 (2-64)
j
COMMONWEALTH OF PE~NSYLVANIA
DEPARTMENT"'OF REVENUE
BUREAU OF COUNTY COLLECTIONS._.,.rl
INHERolTANCEoTAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
MELLON NATIONAL BANK &TRUST CO.
(Executor or ~)
IN YOUR REPLY PLEASE
REFER TO 3'-259-3
,J
In Re:Estate of SHIRLEY T.BRUiE a/k/a
__---.!.W~A~S~HI~N~G::1o!T~O~N~County - F He No.9376-55
~Gent1emen:
You are hereby notified that the __~Qur~i~gl~'~n~a~l----------------
appraisement in the estate of__~S~h~i~ru1~e~y~Tu,~B~ru~c~e~-------------------
has been filed in the office of the Register of Wills qf Washington
County on July12 ,19!L-.Said appraisement reflects the
following valuations:
RealEstate ---::..:o:8.L,~2~@i~··.:..'O~()~....__
Personal property __~9~0~;,~O~'Q~O~.~9~S~------
Transfers ..:::N:.::o~n:.::e~__
Tota1 --.,-9~8=!.J,w:2~O~O:..L•.L9l:!.8 _
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date _~Jul=oly~1=:.2.L'-=1~9:;6..L.7 _
DATE OF DEATH:January 2l9,1967
Note:This is not a bill.
Signed V I!t~1d ?YjJJ
Title W.R.CHANEY I~EF APPRAISER
BRUCE,SHIRLE.Y -T.a/k/a BRUCE,S.T.
~RCC-39 (6-64)
COVMOKWEA.LTH OF l'FN~~YLV,\NI:\
T''tA~SFF.n INHERITINCE TA'"
R?S IDENT JrECE'JI\NT SUMJ\J1ARY
FILE #9370-55 rmpOHT OF INHEtUTANC~TAX APPRAISER
I.the unrlersigned duly 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
opposite each item in the last column,£o,-the right in Schedules "A"~"B","C"and "E".
Da ted:07-12-'7
@1-2o-67 ApPRAISER
=====:======l.-..-..-
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISE
$8,200.00.~$S,200.0Gl ~~Q60.6 ().-
90,000~8 90 ~O(DO.98 J.1/1/6.~l.zl'::'.None None / _
None None
98.200.98 98.200.98
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEA.fl VALUE OF ESTATE
Dated:
REPORT OF THE REGISTER OF WILLS
I,the undersigned 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",which greater or lesser amount represents
the sum a lowed as a deduction.
Valuation of life estates or
annuities . • . • . . . •*-----
ESTATE TAX ASSESS~mNTS ~------
$--------
$~------$-~-----$
$-~-----
.~----_._-~
(,:')As evidenced by Charitable Exemption
Certificates issued by ·the Secretary
of Revenue.
COMPUTATION OF TAX
TOTAL TAX BALANCE
PAID
$======:=
$-----
*=====._--$----~-
~--------%_---~-
$-------
<!>.:J _
I
1
TOTAL TAX
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
BALANCE OF INHERITANCE TAX 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
I to-------7
FOR USE OF REGISTER ONLY
Tax on *________!')%
Tax on $.__10%
Tax on ~,,4
Tax on $:@
Exemptions~======:~(,:,)
Total Estate __
FOR USE
NOTE:
IOFREGISTER ONLY ADJUSTMENTS
Where subsefJuent adjustments are made to the above computation of
Register of Wills,for proper reason,same should be noted below,
explanation.
tax by the
with short
,1
Will
Administration !No.
P.I'THE
Year
'·~i
~
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Deceased
Late of ..
County of
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
r
Fonn RCC-2..~
:•))EPARTMENT OF REVENUE..
•BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE July.12,1.'167 ~.
COUNTY WA$.H.OO.':l'QN ..
FILE NO 9).7~5..5._.
1
I
Whereas,:SHIRLEy T BURCE a/k/a late of BURGETTSTOWN .
in the County of JlASHINGTON Commonwealth of Pennsylvania,having died on
the g.~~h :day of ~.~~.;r.y 19..~7 ,seized and possessed of an estate
subject to Inheritance under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.J:f..R CHANE.:'Y ,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
===========================r====iii======'-
REALTY:
As per Schedule "A"
PERSONALTY:
As per Schedule "BII
TRANSFERS:
Description of Asset Unit
Values
$
Appraisement
Made for Inheritance
Tax Purposes
8,2@0·00
99,000 98
NONE___.:.:N:..:::O:.:N=E t-__--tt-1--.._
JT.HELD:
NONE
TOTAL
NONE
98,290 98
.......~~.,,.
.................~::~",Penna.
.......................WASHINGl'ON .County ~.
i
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
....SHIRLEy T •....BRUCE a/k/a .
Deceased.
Late of
...13.UR.~'r$.TOWN .
Date of Death,~;;;rnMl.:ry.G.9.,.J,..99.7 .
Appraiseme/!t Docket Vol.,.3.~:,.
Page,25.9~3 No 9370~.55 ·
Filed in Register's Office,c1.l4.y.J,?J9 ~.7.
Amount of tax due,$..
DEPARlMENT OF REVENUE
,,,
Received,
Examined and Approved,..
Wrote abo.ut Appraisement,
Appeal f1'O»l Appraisement,,,..
Entered and charged,..
·f~':·~,~
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--'f~C7}(~!
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Form RC C~lO ''-DEDUCTIONS ALLOWED IN
,;
THE SUM OF ...•........$.I3;.£.C!...4...:...i?'J.OFFICE OF THE STATEMENT OF DEBTS
REGISTER OF WILLS
Washington AND DEDUCTIONS DATEf.'ROVED ...?......./:/.:..(;,..1:OF COUNTY
AND AGENT OF THE COMMONWEALTH
'1\.%//1 .JAv1 0~'(/#;t~--~~~(?j)\...,I/'Y3;7o ,.~S-/-S~%Reg~~IIJS.Age~t
.,nJlrley T.-nruce,i::J.{K{d."
)?ennsyl\raniaESTATEOFS.T.Bruce L.ATE OF Burgettstown,
~-..f~c,..P
DATE OF FIL.JNG APPRAISEMENT~tn.'ber l z 19-67 DATil OF DEATH January 20,1967
DATE NO.OF NAME OF PAYEE REMARKS AMOUNT./-VOUCH''''...IV
Mar.2 Washington County Reports:.Ad ertising letters 12 50
2 Oscar L.Smith:Changing lock~on trailer and shed 20 95
2 Andrew C.Ralston:Faucet rep irs 9 00
6
J.C.McCleerp:Appraisal fee or property at 225 Center Avenu1 ,
50 00Burgettstown,a.
R R""O'ettstown Enterurise:Adve'tisin!!letters 8 00,,--
iO Tames R.Donaldson:Reimburs t ment telephone tolds and telegraIj:ls 9 49
Aur.20 Joseuh P.Ames:Appraisal fee jewelry,coins .and teaspoons 5 00
26 Peoules Natural Gas Company:Gas service,final bill 14 98
Mav 22 West Penn Power Company:Elc ctric service,final bill 13 66
R.A.paInter,Inc.:Premium on Liability Insurance Policy No.I
Sept.I ALB4320 Indemnity Insurance Company of North American
,
for property at 225 Center Aven~e,Burgettstown,Pa.2 00 ,
l',bts ~jf}ster of Wills ,Washington C 0.,Pa.:Court costs as follows:I
.Tan ~3 3 67 Grant of letters and s Ix short certificates $37.50
3(l~1t67 One short certificate 1.00
3 2 67 Trin to Pittsburgh to l:Iualify witnes ses 20.00
6{14{67 FiIlng lnventory :>.vu
11/10/67 Filing Supplemental I ventory 4.00
1/23/68 Certified copy of Will 10.50 78 00
July 15 James R.Donaldson:Attorney'S fee
1~/2;%b7 parament on account l)Z,~uu.Vl.
7 15 68 Ba nce in full 2 z 700.00 5,200 00
July 15 Mellon National Bank and Trust Ivompany:Accountant·s comp-
""~",,,,+';n....::>Q .....
~7/2}lb7 Payment on account :p~,~UU.uu
7 15 68 Ralance in full 2,486.22 4,986 22
.L 'VI
Mar 'J.A ,.."y""1 n'.T -"nanoO'ians M.D.:F rofessional services 7 00
~Harrv G.Benz.M.D.:Profes s lional services 15 00
?1<"11,.t'7.l\A ,,..,,,,,,....t rn.mnanv·Tnscrintion on p'rave -rna,.lcel"14 00
8 Washin!!ton Hosuital:Hospital eIx.uenses 978 47
R Rernard Rerman M.D.:Profe ksional services 87 00
14 John C.McGinnis,Jr••M.D.:Professional services 15 00
30 Lee Funeral Home:Funeral ex]enses 1,980 00
'lll6t ~ff 1al!OP'D'
saJldx"j UO:~SI:t!llIO:l /iw'\Ild '~ll'~r~,'"•''<l)i'lC:!lSBM
~!I'
I ~Notary Public
COMMONWEALTH OF PENNSYLVANIA l;;{;14t.
COUNTY OF Washington S8:
I.Arlie w.Ott,Trust Officer,ellon National Bank and Trust Company
HEREBY CERTIFY.THAT.TO THE BEaT OF
MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENsa OPO
ADMINISTRATION SUBMITTED TO THE ESTATE OF Shurley T.Bruce DECEASED,AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.R~tV.~(L.5.)
SWORN AND 8UBSCRIBED BEFORE-ME THIS 1d·DAY OF ~Trust Officer
~ust "~..6..L_Mjf~7'~
CI.-/3-/'/.........,d.(.;,.
Regi,ter of Wi
DEDUCTIONS ALLOWED IN /j 6
J,Z~1'0....5 1 L'
THE SUM OF $""~.:r~P..£~/
DATE~..
DAT&:OF DEATH _.IoI..Ig,aJ.!nu.u"'a!:Jrb:.,Ylf-l2;".JOlL,_1&..9:z..y6.L7 _
SURPLEMENTAL
STATEMENT OF DEBTS
AND DEDUCTIONS
ESTATE OF
S urley T.Bruce,a k a
S.1\B Tn ce LATE OF __......Jo,B~uw..rA.eg.liOie""'t.....tsOl..tk.lQoLWn...&.n4'-..Ip:.Ja~._
Y/J-C.,f
DATE OF FILING APPRAISEMENT De:G"":.=.l.12--6.:7
OFFICE OF THE
REGISTER OF WILLS
AND AGENT OF THE COMMONWEALTH
Form RC C·10
OF _--1W!..a=s~h'-=i""n:e;g'""t~o~n::....-_COUNTY
l~67
Sept.11 C.W.Yates,Jr.,M.D.:Profl ssional services
Kittv's Service Center:Final pclvrnent on television set
Bell Telephone Company:Teleppone service,final bill
AMOUNT
20 00
9 87
6 66
10 62
174 45
REMARKSNAMEOFPAYEE
Peoples Natural Gas Company:bas service to 2/3/67
West Penn Po:wer Company:EIE:ctric service to 2/10/67
NO.OF
VOUCH~1ll
2
2
2
23
DATE
Mar.
Feb.
2 JohnSarracino:Reimbursemen1 for payment to Bell Telephone
Company for service for Decem er,1966 51 80
2 Mrs.Domenick Sgro:Cleaning railer 10 00
15 Internal Revenue Service:Payrrent of 1966 income tax,per
Form 1040 filed 143 40
Julv 5 Pavment of 1967 real estate taXE:s for propertv at 225 Center
Avenue BurQettstown.Pa.,as ollows:
Borou17h of Bur17ettstown.pa.$61.49
Countv of Washington,Pa.33.38
School District,Borough of Bu gettstown,Pa.99.22
School District.BorouQh of Bu :Qettstown,Pa.for
house trailer on property 11.47 205 56
All securitv transactions are sh,wn as net.Accountant reauests
deduction for brokeraQe charges in the amount of 14 16
$646.~52
a 0 CJ 0 eJ.-o'
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IN THE MATTER OF THE AUDIT OF ACCOUNT
S.T.Bruce
In re Estate of..~~9.~.,.)?h~l~.I ?;.~~/~/~No ~1.7..,..3.:r.9:..q~~Term,19..~§,M
~~.~.~~..~~.~~.~~~~.~..~..~.~.~~~~~~.~.~.~_~~~~.~..~~~?~~.~~.~.~~.?~~.~y..~.
1-20-67 ..~.6 6DateofdeathDateoffilingInventoryAppralsement...'~13~..7..
~
TO THE AUDITING JUDGE:
Enter my appearance for Personal Property Tax Due Washington County,viz:
IT E M Valuation
1968
~45,000.Penna.,Turnpike 3.10%Bond 1993 @ 78.50 35,325.00
1967
$45,600.Penna.Turnpike "
1966
_$45.000.Penna.Turnpike tt @ 9,5.50
40,158.00
42,975.00
44,212.50"
Penna Tur
1ementa1
000.00 Penna.Turn ike
The foregoing is a statement of all items taxable as they appear in the Inventory Appraise
davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate.
.......?!.~~day of ~~g~~~...............19 ~.~.
196
Year Inventory Valuation 12%Assessment Tax at 10%Collection
Appraisement Penalty 4 Mills Penalty
1968 35325 No 35325
19 67 40155 No.40155
19 66 42975 No ',2975 --I 1.90 1 .19
1965 '1'1 210 No 44210 ...1~6.84 17.68
19 64 43425 No 43425 --1963 43875 Yes 43875
I.
C1f~
No.....~II.-..-.,..3.~~._9..~Jrerm,19.....9~t.,AA
In re Audit of Account in Estate of
--_..__._~-~~~~.~~..~~~~~-~y-_.~-~..._.._-"---_.._-_.._.----~._.
AUDIT
'rarripr for Appraranrr
FOR
WASHINGTON COUNTY
PERSONAL PROPERTY TAX
A.V.CAPANO,.
Solicitor
~9
\.04
'I
COMMONWEALTH OF PENNSYLVANIA
DEPA'HMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
September 13,1967
)
William R.Chaney,Chief Appraiser
Inheritance Tax Division
Rooms 243-245,Washington Trust Building
S.E.Corner ofE.Beau &S.Main Streets
Washington,P'ennsylvania 15301
Re:Estate of Shurley T.Bruce
File No.9370-055
County of Washington
Dear Mr.Chaney:
A Notice of Election was filed in the above estate to have
determined at the audit of the Executor's Account the correctness
of the Commonwealth's Inheritance Tax Appraisement of the followingitems:
(1)Real Estate,being 225 Center Avenue,
Burgettstown,Pennsylvania,returned for
inheritance tax purposes at $8,200.00,
appraised at that figure,but sold for
$7,000.00,wherefore it is alleged that
the appraised value if excessive.
(2)Trailer returned and appraised at
$1,000.00 but sold for $450.00,wherefore
it is alleged that the appraised value is
excessive.,'.
I'
J.
·'"
..'
William R.Chaney,Chief Appraiser
Re:Estate of Shurley T.Bruce
Page 2
We have been advised by the Department of Justice that
local counsel will not be appointed to represent the
Commonwealth at the proceedings and that this matter should
be corrected administratively.
The Department of Justice advises that where property of
a decedent is sold at a time not too remote from his death (as here)
to a bona fide purchaser not connected with the estate in an arms-
length transaction,the sale price is generally the best evidence
of its market value and is ordinarily the most satisfactory
standard by which to estimate the amount at which it should be
appraised.
It is noted that the decedent died on January 20,1967
and that the property was sold approximately eight (8)months
after death.
Under the circumstances you are hereby authorized to amend
the Appraisement in this estate by reducing the value of the above
mentioned real estate from $8,200.00 down to $7,000.00 and the value
of the trailer from $1,000.00 do~~to $450.00.
Appropriate corrections should then be made throughout
the entire record of the estate.
Very truly yours,
!~-lt-·$f104vtU~J i .lp~.~.Shamay,Assist.t Chief
I eritance Tax Division"
.For:Richard L.Witmer,Director
Bureau of County Collections
JFS/emk
cc:Josephine M.Douglas,Register of Wills
---------------- - - -
AFFIDAVIT OF EXECUTOR
STATE OF PENNSYLVANIA,)
)SS:
COUNTY OF WASHINGTON )
----------------,
Personally before TIle,the undersigned authority,a Notary Public in and for said
County and State,appeared ARLIE W.OTT,TRUST OFFICER of MELLON NATIONAL
BANK AND TRUST COMPANY,who,being duly sworn according to law,deposes and
says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor of the
estate of SHURLEY T.BRUCE,A/K/AS.T.BRUCE,deceased,that the following
s c:hedules constitute a complete supplemental inventory and appraisement of the real
and personal estate of SHURLEY T.BRUCE,A/K/A S.T.BRUCE,deceased,except
real estate outside the Commonwealth of Pennsylvania;that the figures opposite each
item of real and personal estate in the following schedules are determined and stated
by the undersigned to be the fair value of said items as of the date of the decedent's
death,based upon a just appraisement of each item made by the above named Executor.
Sworn and subscribed before me this 7th
day of -:N:.:..o:....v:....e:....m.....:b:....e~r=__1967
/s/Sara M.Van Kirk
Notary Public
/s/Arlie W.Ott
Arlie W.Ott
TRUST OFFICER of MELLON NATIONAL
BANK AND TRUST COMPANY
EXECUTOR ESTATE of SHURLEY T.
BRUCE,A/K/A S.T.BRUCE,DECEASED
Supplemental Inventory and Appraisement of the goods and chattels,rights and credits
which were of SHURLEY T.BRUCE,A/K/A S.T.BRUCE,Deceased,late of 225 Center
Avenue,Burgettstown,Washington County,Pennsylvania,taken and made in conformity
with the above affidavit.
PERSONAL ESTATE SCHEDULE
To rais e carrying value of remainder interest under
the Will of Elizabeth Bruce Campbell per distributable
value of $4,()03.72 received from the Exchange Bank
and Trust Company,Franklin,Pennsylvania,Trustee
Jewelry
Silverware
Coins
Total Personal Property Appraisen"lent
$4,602.72
5.00
$4,625.22
,,
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SUPPLEMENTAL
INVENTORY AND APPRAISEMENT
IN THE ESTATE OF·
SHURLEYT.BRUCE,A/KIA
S.T.BRUCE,DECEASED
Filed NOV 8 1961_______..-..:-__'1967 .
Attorney:Jatnes R.Donaldson,Esquire
Washington Trust Building
Washington,Pennsylvania
~
RCC-36
romlO:\'IT<:\LTH OF PENNSYLVANIA.
T1UNSFER INHElUTANCE TAX
~SSIDE~T DECEDENT
SCHEDULE "c"
TRANSFEllS
..~
(1)Din necedent,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)_
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (incluning a spouse)in joint ownership?(Answer yes or 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 making 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)_
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor unner 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)_
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)_
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or 0 thers ----:-_
(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)__
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserven power to alter,amend,or revoke,or which cOllld revert to decedent under terms
of transfer or by operation of law?(Answer yes or 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)__
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 claimen to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which prOVided in Schedules A,B,or E.
ITEM DESCRIPTION
See original return.
MARKET VALUE
(Es timated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
·.of r ..ot",
RCC.-37 (12-63)
Co!\t:\1l)-:'\\n~:\I.TII OF rE:\,-:,\SYYL:\NIA
TR.-\NSFER 1:'\IIERITANl'E TAX
RESIDENT DECI::DENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVEDI-(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYayeaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
,
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Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
ESTATE OF
:\IATTER OF THE APPRAISEMENT
(Executor-Administrator
must complete "As
Reported"column #1.)
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Shurley T •.BruceDeceased
Late of ..J?u:r'gE:l.-(j~.s..:t<J.w.11 ..
Commonwealth of Pennsylvania
r'c_.REPORT)AND APPRAISAL>
County of .Washington
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·~·HilliamR•.·Chaney,Ohiei Appraiser '~
Inh~ritance ''fax Dtvision - ,
\ROt?trlS,24,3-245,.1':a~hin~t6n -·Trust Building
S.E'.Gor11er of E.''Beau &S.Main Streets
Washin,gton,P~nnsyl vani~..15301 '.
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,-•.,..,·A".-~':;'''i';.""~,<,,';;/.Jlef,·,Estate.{)f:·61}urley"T""",Biuce"'·.....~J'~<..~, .'..',.File No.9370";055 -.
..COUhty of Washington
.."."..,
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..
Dear Mr.Cha:tl~t:·~'
",~.-t'
.,
:.rl:-:':~~-'"C:=:-_4
,,
.(1)Real,&Itate,being 225'Center;Awnue;
Bor~ettstown,Pennaylvani.a,returned tor
inheritancQ tax purposes at ca,2bO.tid,
.appraised at'that.fiaure,'·bu~sold·for
~7,000.00,'Wherefore it is "nll~'ced "that
the:"appraised-value if ~xC¢$l?ivl1;',~.
(2)"Tr~il:er.returned and appraised at
$l,OOO~OO b,ut aold for $1+50.00,'Hhor~rOre '<,
it i,sdillegedtnat tneapprtd.6~V'Alll~is .
excessltfa..
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, A Notice of Election "~1aa riled in the-above estate to have
'de~flTltdned at the audit of the·Exeoutor's Account the corroctness
-of,t}f~Commom..ea1th's Inheritance Tax Appraisement of'the fol;Lowing
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. .WilliilmR.Chan~y,Chief Appraiser
,Re:.Es tate pf Shurley 'i'.,Bruce
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i:Ib have'been .adv1sed~by ille Depar'tment of Justice 'that
local couns(ll will not Qe appoinied to represent the
,Oommonwealth latthe'proceedingS and thatfuis iliatter should
'be,,-cgrrec"ted administratively...',.
,-" -'0,,,:~The Dep~r_tment,.or.,J~tioead~es.tllat'·wher~Property of·
a 'decedent is soldtlt a time not too retnotefroni his death (as here)
,to a bona.iiide.purchaser not connected with ',the estat~-in an arms-
lengthtransaotion,the saleprj.ce is'generally the bes,t evidence
tJffts,'Inarket-value ~ndisordinarily the.,moSt,satisfactory
standard ,by which to'estiniatethe amount 'at which it should be
appraised.'".,.•",;"'
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.!tis noted 'that the clece'dent died on January 20,1967
and that the property was Boldapproximataly eight (8)lllonths
after,death..
Under the circuttSt.'lnces you 'are-hereby e:uthdriv.ed to amend
the Appraisement .in this eState by reducing tho 'value of the above
~entioned real .estate from $8,290,00 doun to ~?,OOO.OO and the value
of the trailer ..from,$1,000.00 do,m 'to $450.00..",
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,",',.Appropr:i~.te corrections 'should.then:'be llIilde,thrOUghout,
the,ehtir'erecordoi''pheestate•.',
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,!cry trUly yours,.,
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.Joseph F •.'Shilmay,Ass istan t Chief
: ,Inheritance Tax Division.'
Fort,Ri<;1hard L.Witmer,DirEfctor
..;Bureau,of Oounty Collections
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