HomeMy WebLinkAboutOC1968-1014 - ESTATE OF DAUGHERTYESTATE OF
1Iu tl1r OOrpl1ans'QInurt nf Busl1tugtnn (!tnnnty
1014 68No..-Of 19 ,AcAxx
.........H&r.r'y-..Q._P~g~gl1~~-~~l.t __._
..__dec6.&S_e.d __.
.._-_-----------_--.----_-.---_---_--_ --_.
In the matter of the--····F·il's·t··a-nd.··F-:Lnal
Account of..f.l~t~.~.~gh..~~:t?~~~~~...~~~&
P.ear.~..L.•...D.aughe.rt-y-*.._..~~.C.~:\i.9:r~.!t .
.ADJUDICATION AND DECREE
audit ~ddd;~~,~b~;;~~~e;~~~~;~i~;;-~;;d";~;t;;,;~;;y~~;;;~~1'~~,:~~~~n c~'3':~~n~~d~;~;;;~g~
thereof the balance for distribution in the hands of the Accountant is determined to be
$__:----24..,-15.3 ..~9 ----:and the accou~t is accord i ngIy confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg .
...
Balanc.e per.account._~,__"__,·--.--.-.----..
Additional debit asked at audit
Additional credit a.sked at audit
Balance ··········-- ---.---- .
.Deduct Clerk's Costs &Receipts..__.",__..-----
Attorney J:>.~:t?~~~~_~[',:~J~~.~~._.~_..~~~~.~~.~.~.
Pittsburgh National Bank &Pearl L.Daugherty,
Executors,rea.ward for Federal Tax contingencies.
After the tax is fully settled and the account-
ant liability ceases,any balance of this award
remaining shall follow the decree of distribut-
ion herein made as it relates to the distribut-
ion of the residue,·and the share therein,with
out further formal accounting to the Court,
Russell Marino,Agent,transfer inheritance
tax,$121.25
Interest from 5-1,-68 to 10-12-68 2.96
$....21+,57.1.44
19l.3J
$21+,762.75
9.5E
$.....?~.,.1?)!19
40.0C $24,713.19
(le--p!;'I(-C r
/UA/~tJ,0 v
~~p~
~~o<2.
1500.0C
124.2
Pearl L.Daughterty,widow,residue,including
cash,a 1965 Volkswagon Sedan;1/2 interest in
partnership known as Mineral Excavating Company
1/2 interest in partnership known as Mineral Be~ch,
held in kind and distributed as such at the
appraised value,credit to be taken by the
accounta.nts for funds and items advanced prior
to distribution by the Court,23088.93 No balance
\.No.~~~__.Of 19_.~~__. ,DOC
In the matter of the First.andFinal
account of Pit.tsburgh Nat.ional Bank &
rearl L.Daugherty,
Execut.ors
of Estate of Harry C.Daugherty,
Deceased
i\~ju~irutinu uu~merree
5111:,\::0 H:;tSlflJtJ
Diil ~;;:H TI:iSSrrJ
G~:G 1:'1 r::JCJcf'r
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LAST "TILL AND TESTAMENT
•
I,HARRY C.DAUGHERTY,of Finleyville,Washington County,Pennsylvania,
being of sound mind and memory do make,publish and declare this my Last Will
and Testament,hereby revoking and declaring null and void any and all lVills and
Codicils by me at any time heretofore made.
FIRST:I direct my Executors to pay my just debts,the expenses of my
last illness and my funeral expenses.
SECOND:I give and bequeath all my jewelry,automobiles,clothing and
other purely personal effects to my wife,PEABL L.DAUGHERTY,if she survives me.
In the event my wife fails to survive me I give and bequeath the aforesaid items
to my then living children in equal shares.
THIRD:A 11 the rest,residue and remainder of my estate,of whatsoever
kind and nature and wheresoever situate,of which I shall die seised and possessed
or to which at the time of my death I may be entitled,I give,devise and bequeath
to my wife,PEARL C.DAUGHERTY,if she survives me.In the event my wife fails
to survive me I give,devise and bequeath the aforesaid rest,residue and remainder
of my estate to PEOPLES FIRST NATIONAL BftJIT{&TRUST COMPAlrr,Pittsburgh,Pennsyl-
vania,as Trustee under that certain Revocable Life Insurance Trust Agreement,
dated:.-.__--=A.:.lp::.:r;.:i:.:l:......:;5..z.,_1:.9'"'5~O;.....,and actually executed by me prior to
the signing of this,my Will,for the uses and purposes and SUbject to the terms,
conditions and powers set forth in said Agreement.
FOURTH:In the event that the said L~fe Insurance Trust Agreement has
been revoked,or should the policies deposited thereunder have lapsed,the property
herein given,devised and bequeathed to PEOPLES FIRST NATIONAL BANK &TRU~COMPANY
under such Trust Agreement shall be held by it in trust in accordance with the
......••
provisions of the said Life Insurance Trust Agreement in its form immediately
prior to the execution of this,my Last Will and Testament.
FIFTH:I authorize my Executors to sell any and all real estate of which
I die seised,at public or private sale,for such prices and upon such terms and
conditions as they shall deem advisable,and to make,execute and deliver good and
sufficient deed or deeds therefor,conveying title thereto in fee simple absolute
or for any less estate to any purchaser or purchasers,without any obligation on
the part of any purchaser to see to the application of the purchase money.
SIXTH:I authorize my Executors to make distribution of my estate in
kind,in cash,or partly in kind and partly in cash,as my Executors shall believe
advisable.
SEVENTH:I direct my Executors to payout of the principal of my residu-
ary estate all Federal Estate,state Inheritance,or Estate and Succession Taxes
imposed upon or with respect to my estate or any property in which I may have an
interest,including any property not forming a part of my testamentary estate but
included in my gross estate for tax purposes,except any property over which I
have a te~able power of appointment lP the event it shall be held that I have not
exercised such power of appointment in this Will,at such times and in such manner
as my Executors,in their discretion,shall deem advisable;and no such taxes or
any portion thereof so paid shall be collected from or paid by any other person,
persons or corporations by way of reimbursement,proration,apportionment,or
otherwise.
EIlImTH:In the event my wife,PEARL L.DAUGHERTY,fails to survive me,
I appoint --.;._
as Guardian of the Persons of my minor children.In the event _
is unwilling or unable to serve for any reason I name and----------
appoint _
as Guardian of the Persons of my minor children.
-2-
••
NINTH:I appoint PEOPLES FIRST NATIONAL BANK &TRUST COMPANY,
Pittsburgh,Pennsylvania,and my wife,PEARL L.DAUGHERTY,or the survivor of
them,as Executors or Executor,as the case may be,of this,my Last Will and )
Testament.
I appoint PEOP~ES FIRST NATIONAL BANK &TRUST COMPANY,
as Testan~ntary Guardian of the estates of minors entitled to distribution here-
under,giving and granting to it in the capacity of Guardian of the estate of
minors the power to agree to any distribution of my estate that it deemm advis-
able;the power to retain any property,real or personal,received by it in kind
and the power and authority to sell the same upon such terms and conditions as
it believes advisable,giving good title to any real estate thus sold;and the
power and authority to invest in such stocks,bonds and/or other investments it
deems advisable,without being limited to those investments in which guardians
are by law required to invest minors'funds;and giving and granting to it in
this capacity the power and authority to disburse to or for the benefit of the
minor wards so much of the income from and the principal of the minor's share of
my estate as it,in its sole discretion,deems advisable for the minor's comfort,
support,maintenance and complete education,including preparatory,college and
post-graduate or professional training,and to aid the minor in the event of any
illness,injury or other emergency affecting the minor wards wherein money is
needed.
IN WITNESS WHEREOF I have hereunto set my hand and seal this 5
day of .:.:AJ:;pr::...:~==·l=__,1950.
_-:(~s;..£,)--=H;;,;;a;;,;;r~ry",--=C;..:;.-:D::.;a:;;.;:u;:,\;gt=h.;;.;er=-t::&y ~(SEAL)
Signed,sealed,published and declared by the above named Testator,
HARRY C.DAUGHERTY,as and for his Last Will and Testament in the presence of
us,who at his request,in his presence and in the presence of each other have
hereunto subscribed our names as witnesses.
(s)Frank R.Bolte
(6)Burton S.Holmes
TR-2 REV.9-62.,"'
.'
l 'J
IN THE ORPHANS'COURT OF ltJASHINGTON COUNTY J PENNSYLVANIA
ESTATE OF HARRY C.DAUGHERTY J DECEASED
FIRST AND FINAL ACCOUNT OF
PllTSBURGH NRTIONRL BANK
AND PEARL L.DAUGHERTY
EXECUTORS
NO.80712-1
PITTSBURGH,PA.
'/
SUMMARY
SCHEDULE A
PRINCI PAL -PERSONALTY
JULY 10 J 1968
Receipts Pages 3 and 4
Amount transferred from
Income-Personalty
Disbursements Pages 5 and 6
Balance
$46,887.55
200.00$47,087 55
23,135 33
$23,952 22
Receipts
SCHEDULE B
INCOME -PERSONALTY
Page 7 $862 33
Disbursements Page 7
Amount transferred to
Principal-Personalty
Balance
200.00 243 11
619 22
NET BALANCE $
,I
24,571144
I
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..,.
.
,,
HARRY C.DAUGHERTY
.
TR-ZA REV.9-6Z
THE BALANCE CONSISTS OF THE FOLLOWING:
PRINCIPAL -PERSONALTY
Bonds
United States Treasury Bills
$10,000 due 8/31/68 $9,808 69
Miscellaneous
Interests in Mineral Excavating Co.
and Mineral Beach -
Distributed to Legatee
-See Exhibit No.1,Page 8 10,001 00 I
Automobile delivered to Legatee
$See Exhibit No.1,Page 8 400 00 20,209 69
Cash -Distributed to Legatee
See Exhibit No.1,Page 8 $2,000 00
Cash -On hand 1,742 53 3,742 53
$23,952 22 I
I
INCOME -PERSONALTY
Cash _.619 22
$24,571 44
,
-2-I
~
;
----j
0 -
A
,,
HARRY C.DAUGHERTY
,"------==-'"
TR.ZA REV.9-6Z
SCHEDULE A
I
PRINCIPAL -PERSONALTY !
RECEIPTS
1968
Mar.29 Inventory filed $46,887 55
Assets Purchased I
1967 I
IAug.3 $30,000 United States Treasury Bills due
10/26/67 $29,719 60
Oct.31 $30,000 United States Treasury Bills due
1/18/68 29,719 921968 I
Jan.22 $30,000 United States Treasury Bills due I
4/18/68 29,640 40
Apr.19 $10,000 United States Treasury Bills due.8/31/68 9,808 69 I
19 $7,000 United States Treasury Bills due
6/13/68 ,6,947 50
1$105,836 11Cashdisbursedtopurchaseaboveassets105,836 11 0 00
Sale and Conversion of Assets Without Gain
or Loss
1967
Oct.26 Proceeds redemption $30,000 United States
Treasury Bills due 10/26/67 at 100
(Portion )roceeds allocable to
Principal $29,719.60
$Carrying value 29,719 70 0 001968
Jan.22 Proceeds redemption $30,000 United States
Treasury Bills due 1/18/68 at 100
(Portion )roceeds allocable to
Principal 29,640.40
Carrying value 29,640.40 0 00
Feb.15 Proceeds sale $12,000 United States
Treasury Bills due 4/18/68,sold 2/13/68
at 99.068250 (Portion proceeds allocable
to Principal)11,856.16
Carrying value l~,856.16 OiOO
I
Amounts forwarded $0 00 $46,887 55
"-3-I
"I
I I I.I Ii'I I
I .
i
HARRY C.DAUGHERTY
-
TR.2A REV.9·62
Amounts forwarded $0 00 $46,887 551968
Proceeds redemption $18,000 United StatesApr.18
Treasury Bills due 4/18/68 at 100
(Portion )roceeds allocable to
Principal $17,784.24
Carrying value 17,784.24 0 00
June 13 Proceeds redemption $7,000 United States
Treasury Bills due 6/18/68 at 100
(Portion )roceeds allocable to
Principal·.6,947.50
Carrying value 6,947.50 0 00 0 00
I
$46,887 55AmounttransferredfromIncome-Personalty
I for distribution 200 00
I
$47,087 55
I
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HARRY C.DAUGHERTY
TR.2A REV.9-62
Amount forwarded $10,,017 15
Other Debts
1967
Aug.2 Patrono"Ceisler and Edwards -
Costs advanced on Quiet Title Action $8 00Oct.17 Patrono"Ceisler and Edwards ..
Legal services in re action to Quiet
Title prior to death of decedent 195 101968
Feb.13 Mineral Beach -
Liability on account of undivided one-
half interest in partnership 12,,555 08 12,,758 18
Other Taxes
1968
Jan.30 Russell Marino"Agent-
On account Pennsylvania Transfer
Inheritance tax at 2%rate 360 00
$23,135 33
\
,
~'.
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-6-I
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-
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HARRY C.DAUGHERTY
----~
ITR.2A REV.9-62
-
SCHEDULE B.
INCOME -PERSONALTY
RECEIPTS
Interest -Bonds
United States Treasury Bills
$30,000 -8~67 to 10/26/67 $280 40
30,000 -10 3~67 to /{1~68 280 08
12,000 - 1 22 68 to 2 15 68 33 5918,000 -1/22/68 to 4/18/68 215 767,000'-4/19/68 to 6/13/68 52 50 $862 33
I
DISBURSEMENTS
Pittsburgh National Bank -
$Executor's compensation 43 11
Amount transferred to Principal-Personalty
for distri.bution 200 00
$243 11
I
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,
,
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.'..I.,I
HARRY C.DAUGHERTY
~_..-
TR-2A REV.9-62
EXHIBIT NO.1
PRINCIPAL -PERSONALTY
Per Article Second of Will -
To:Pearl L.Daugherty -
1965 model Volkswagen sedan
(Burned motor)-delivered
8/10/67 $400 00
Per Article Third of Will -
To:Pearl L.Daugherty -
1/2 interest in Mineral Excavating
Co.assigned as an advance dis-
$tribution -12/21/67 10,000 00
Undivided 1/2 interest in partner-
ship known as Mineral Beach,
assigned as an advance'distribu-
tion -2/13/68 1 00
Cash advance -7/1/68 2,000 bo 12,001 00
$12,401 00
,
"
0,
DSB:lmp
-8-I'.I I,I
---------------------------......,
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
SS
PEARL L.DAUGHERTY,the above named accountant,
being duly sworn according to law,deposes and says that the
disbursements shown in the account have been made to the parties
entitled thereto and that the account as stated is true and correct
as she verily believes.
Sworn and subscribed before me this ~3 -7P-~7-IC-1968
Notary Public
"'IIOBERT P.Van VOORHIS,NOTARY PUBLIC
fINlEYVILLE BOROUGH,WASHINGTON COUNTY
HrCONJ,jlSSIOH fXPIRtS fEBRUARY 2B,1969 -
•
,/'
THE W.INGTON OBSERVER
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May,1929,
P.L.1784,Paragraph 3,Sub-paragraph 25,as amended.
Commonwealth of Pennsylvania,County of Washington,88:..•.........
Personally appeared before me,a Notary Public in and for said County
and State,Ri.~h.~~4 ~..'!~2~~~..,,,who being duly sworn
according to law,deposes and says that he is the....$..~.<;..!.y......~....r.~~.~S.
of the Observer Publishing Company,a Pennsylvania corporation,and its
agent in this behalf;that the said Company is the owner and publisher of
the Washington Observer,established September 18,1871,a daily news-
paper of general circulation,printed and published and having its place
of business at Washington,Washington County,Pennsylvania,where it has
been established and published continuously for more than six months prior
to the publication of the notice hereto attached;that the printed notice or
advertisement hereto attached is a copy of an official advertisement,official
notice,legal notice or legal advertisement,exactly as printed or published
in the Washington Observer in its regular issue or issues on the following
date or dates;Mar.c.h l.5..,.22 an..d.2.9..,J.9..~.7..
that neither the affiant nor the Observer Publishing Company is interested
In the subject matter of said notice or advertising and that all of the allega-
tions of this affidavit as to the time,p~nd character of publication
are true.. _:..?.~&:d~..C.1Z1.l:a.~
..~'=1EXECUTORS'NO'tICE ,~.'
Estate of ,HARRY;C;'DAUGH.!
ERTY,deceased,late ()f R.D.'#1,I
Finleyville,Washirigtt>n,,\County,I
Penna.":;,,'Letters TE;Ostame on,1 the'
above estate'haviri anted'to Itheundersigned;""1 il"hereby I
given to those indebted,theretp 'tomakeimmediatepayment.,and .to
those having claims or demands topresentthem.-for settlement.
PITTSBURGH NATIONAL BANK
and PEARL L.DAUGHERTY,'
Executors
6 South Main StreetWashington;Penna.
Frank L.Bolte
302 Frick BUilding
Pittsburgh,Penna.15219
Patrono,Ceisler &Edwards
80 East Chestnut StreetWashington,Penna.15301
Attorneys.
23963·Wed.-M
Sworn to and sUbscr~~~ore::t~iS"'~of..M.a.r.~..t.9..~.7Ig~...m~~;;;;~,~~
WASHINGTON.WASHi%TON caum
MY COMMISSION EXPIRES MAY 6,1968
..,.
Washington Co~Reports
::esx:~~
WashingtOD,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON)
STATE OF PENNSYLVANIA (5S.
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,published 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 designatcd as the official
legal publication for Washington County,Pennsylvania,by order of the several
courts of said County,dated Novcmber 11,1920;that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement,exactly as printed
or published,which appeared in the said legal periodical in its regular issues on the
following dates:
...........Ma.r.ch l.6.•....2.3.•....3.O'•....l.9.6.7..
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
'hU ,ffiwvi,","mo.,I,re "d2Q~£bli~'::::::'.
Editor
Sworn to an subscribed before me this .---------.--
..~9..~~aay of...,196 ?.......!...~e ,..
.N tary Public
KATHERINE C.YARD,Notary PJlb'
Washington,Washington Co.,I:-
My Commission Expir~s
November 1,1969
Estate_ees
The er 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 t'hem
for settlement to the Executors or Admin-
istrators or their Attorneys.
..• • • • • 0 ••••••••••
DAUGHERTY,HARRY C.,Dec'd.
!-atte OfCR.D.#1,Finleyville Wash-mg on ounty,Penna.' .
Executors:Pittsburgh National Bank
asnd Pearl !--.Daugherty,6 South Maint.,Washmgton,Penna.Attorne~s:Frank L.Bolte,302 FrickBcl~g.,PIttsburgh,Pa.15219:Patrono
WeIsle!'&Edwards,80 E.Chestnut St 'ashmgton,Penna.15301 "
TN,vrI~vll~ony /.'.-Ira.(3 0712-1 ~m:~..:.1.".ld..t.~lf~r:!Aim
~.~,::~~~
~.of'-a11 real and personal estate oL H.$):'.r.:r...G.·J)ci,llgl1grJy.deceased,
late of....B.~P.!jjJ)Stf&l't FIn..l.c;y.yi1.l.~~..City Ward
......................................................................Borough }J.a.shing.tQn C.Qw'1.tY-~o\i,.'1-1:s1:lTrJt.Pennsylvania.
PERSONAL ESTATE SCHEDULE
J11cK.
Daugherty Coal Company
Dissolution of Partnership
11ineral Excc.va tin£;CompCiny
1/2 Interest
Mineral Beach __
Undivided 1/2 Interest in Partnership
1965 Volkswagon Sedan,(burned motor)
Pittsburgh COal Company
Proportionate share of advance royalty
for years 1966 &1967 to renew certain
lease agreement dated 12/31/52 with
Daugherty Coal Company
~35,936.55
10,000.00
i.06
400.00
500.00
ESTATE OUTSIDE
PENNSYLVANIA
,
/
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il
None
None
I~EAL ESTATE SCHIt~~~.jlLE
~i
REAL ESTATE IN PENNSYLVANIA
JvIEJ.10RAN DUH OF REAL
THE C0j\1}lON\mA1TH OF
I
11
II
I,
STATE OF PENNSYLVANIA ISS.:
COUNTY OF AIJ..,EGII®NX
h'ASHIl;GTON
t'
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f'I.,
fii,
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ft...l;'FIDAVIT OF EXECUTOR OR
.?v~orn and .·.S.'.\lbSCribed before me )
thls H-day of .211a.kj"i 19--.2.8)
..~.'~)
(5)~~-tt rl t~~,'W1 2/;'1Y\.&~~iJ--)
iJotary Public
Personally before me,the undersigned authority,a Notary Public in and for
said County and State,appeared Chas.f..inlQw,Trust Offi""",-..=e~r,-+-,_
Pit t s burgh I~2.t ion21 B G.nk and P_r::o:.~~2,-,r~1,,=--..:,L,,~.--",D<..oC:i:o-··""uJ.;·g..,h-"-e",-,,r_t"-Y.L-.:~::::-===7:::--=-:-:-:~=-=:-:-::-C-::_-""~__
h':10,being duly S\'lorn accordi:1g to law,dep~se and say that PITTSSURGH i'JJ:.TIO>JAL B,AJ~K
2nd Fec.rl L.Daugherty are the 2::zecutolS QZ:xk:X2-iY'..Jt:n<.D8t.tlK
of the estate of f.{2 r:!:'y C.Daugher ty deceased,
that the foregoing schedules constitute a complete inventory and appraisement of the real
and personal estate of BeHri C.D<:iug11erty
deceased,except real estate outside the COiTL,lor1\lealth of Pennsylvania,that the figures -
opposite each item of real and personal estate in th~foregoing schedules are determined
and stated by the undersigned to be the fair value of said items as of the date of the
decedent's death.Pittsburgh Nationa~Bank
~P/\\~Q;JBy:--.L::!7U~l/#i;.{.er"~
../11 fj .J ,Trus,Officer
()I t.f~-ttLK~.Ject.(,~tvl.~.~.?ti,---
Executors llK~iXi~XM:tX
'",--~-.(1)
(1)
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PETITION SUR AUDIT
IN THE ORPHANS'"COURT OF WASHINGTON COUNTY
&..1
Testate Form j
Estate of ~~:.:.Y...~:P-~~~~~!:~Y.'..
.......-- --._----'-_.~~v
.....-_-.-- -.._,.~_"~"""--_-----..-,-,."""":""-.-"""""":--"""""""-..
Deceased
No 1014-o,f·"1968-.'...•..___ . .__,;;..__."'.4..._ .
,.~..
Fiduciary..~~~~~.~~~gh..~~!::~~!}~t.~~gJ:5.~g.~.
-:.'w••••1'~~~.LJ:..~.J?~~gh~.~.t.Y.L~.~~.c;:.'l.t.9.J;'."".'.
~~,~,~~~
Decedent's death~..:~~.~::.':l.~E~..~.??:J~??.:~Grant of'L~tters ~~~?~..~_'.~~~?.
This is the :fJ.~.~.~account fi led in this estate'
If there have been former accounts filed in this estate,list file number or number and term .
None filed ....__.._---_--_-----_--__-__--------_--__-.._-..- -.
Election to take None filed
Under or Against will.(cross out one)
Date Election Place of;
Filed Record .:~.
Name of surviving spouse ~.E;.~~.L);.L.l?':1:l:1.g.J:1:~;:.~y..':.
List issue,where material:
Not material
......-'"--.~........
Did decedent ma~ry after execution of will?(indicat~)UX(No)Anychi!dren born after execution of will?(indicate)
'..~:(.~o.)If answer yes,name them:~,.,.:': :_.
.........................._-_ --,.!.._-.o••_•••__.-••--_._----
Legatees Relationship Interest Fiduciary,if deceased or not sui juris
Pearl L.o Daugherty Wife Entire Estate
"
,"
List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause:
No exceptions
If partial intestacy,give facts:
None
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Se~ti0!16:Subdivision c)received written notice of the filing of the account
and of call of audit?(Yes.)IU.
If any exception give cause:NQ..~~s:=~:m1.:;~S:m·IL .
Fi Ie copy of Notice
and date of mailing ~.<.?J.~~.~.&?,t~~..j,~..?J~Q••~!-..gg:7r;fl:~.<::};l.1;.9.;"9J..~~.t.?:t.~.
Is estate subject to the filing of a Federal Estate Tax R_eturn?.Y.~1?.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..~~Q.~SN..P.~.:!..q...g):)..••.J.~.l1t f.~.,..J.~.9.a.
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
......~~~~..~p.p..~~~~~.~~.
Give Names and addresses of all'unpaid creditors who are legally entitled to notice,tog·ether with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
Federal Income Tax Returns of decedent and Federal Income Tax Returns of Estate have not
as yet been audited.Accountants,therefore,respectfully request your Honorable Court to
re-award to them the sum of $1,500.00 pending the final determination of any additional
Federal Tax contingencies.
Balance for distribution per account,
Itemize any additional debits not shown by account:
Income:
lriterest on Redemption of $10,000.par U.S.
Treasury Bills due 8/31/68 -Redemption Value
Cost
$10,000.00
.9,808.69 $191.31
$f.4.,.~.lJ.•.4.4 .
Total additional debits (Add)
Itemii~any addition'61 credits not shown by account:
$)~~..}~.
'-.J"J
Pittsburgh National '~ank -Compensation .2.:1§.
Total additional credits (Subtract)$9A~Q....•.•
Balance for distribution $f.4~Z,?}~.l9..
$12,352.19
$11 ,551.22
800.97
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Balance for Distribution consists ofi following:
Cash:
Principal
Income
~
Advance Distribution to Pearl L.Daugherty as follows:
1965 model Volkswagon Sedan
One-half interest in Partnership known as Mineral
Excavating Company
One-half interest in Partnership known as Mineral
Beach
Cash
400.00
10,000.00
1.00
2,000.00 12,401.00
$24,753.19
r •
R E C E I P T
AND NOW,this !~day of July,1967,I,Pearl L.
Daugherty,hereby acknowledge to have received of and from Pittsburgh
National Bank check in the amount of One thousand and no/IOO ($1,000.00)
Dollars in payment of the Family Exemption due me as the widow of Harry
C.Daugherty,deceased,and hereby authorize said Bank to take credit
therefor in the preparation of the Accounting to be filed in the Orphans'
Court of Washington County in the names of Pittsburgh National Bank and
Pearl L.Daugherty,Executors of the Estate of Harry C.Daugherty,
deceased.
WITNESS:
•
AND NOW,this
•
R E C E I P T
_3~~day of August,1967,1,Pearl L.
Daugherty,hereby acknowledge to have received of and from Pittsburgh
National Bank 1965 Model Volkswagon Sedan with a burned out motor at
a value of Four hundred and no/100 ($400.00)Dollars as an Advance
Distribution under the terms of Item Second of the Will of Harry C.
Daugherty,deceased,and hereby authorize said Bank to take credit
for same as an Advance Distribution to me in the preparation of the
Accounting to be filed in the Orphans'Cqurt of Washington County
in the names of Pittsburgh National Bank and Pearl L.Daugherty,
Executors of the Estate of Harry C.Daugherty,deceased.
WITNESS:
'.
R E C E I P T-------
AND NOW,this Ji ~day of December,1967,I,Pearl C.1
Daugherty,hereby acknowledge to have received of and from Pittsburgh
National Bank,Co-Executor of the Estate of Harry C.Daugherty,deceased,
an Assignment of the interest of Harry C.Daugherty in what is known as
Mineral Excavating Company at the appraised value of $10,000.00,which
advanced distribution is made to me under the terms of the Residuary
Clause of the Will of said Harry C.Daugherty,deceased,and hereby
authorize said Bank to take credit for same as an advance distribution
to me in the preparation of the Accounting to be filed in the Orphans'
Court of Washington County in the names of Pittsburgh National Bank and
Pearl L.Daugherty,Executors of the Estate of Harry C.Daugherty,deceased.
WITNESS:
--.
R E C E I P T------,-
AND NOW,this day of February,1968,I,Pearl L.
Daugherty,hereby acknowledge to have received of and from Pittsburgh
National Bank,Co-Executor of the Estate of Harry C.Daugherty,.deceased,
an Assignment of the interest of Harry C.Daugherty in what is known as
Mineral Beach at the appraised value of $1.00,which advanced distribution
is made to me under the terms of the Residuary Clause of the Will of said
Harry C.Daugherty,deceased,and hereby authorize said Bank to take credit
for same as an advance distribution to me in the preparation of the Accounting
to be filed in the Orphans'Court of Washington County in the names of Pittsburgh
National Bank and Pearl L.Daugherty,Executors of the Estate of Harry C.
Daugherty,deceased.
WITNESS:
~9-£4L
,-----
I -.•
R E C E I P T-------"'j
':'0 if ~AND NOW,this ,>1'1 _day of 'fi.<-/:===5....L1968,I,PEARL L•
.j
DAUGHERTY,hereby acknowledge to have r,'~eived of and from PittsburghV
National Bank check in the amount of Two Thousand and no/IOO ($2,000.00)
Dollars representing an advance distribution of cash from the Estate of
Harry C.Daugherty,deceased,and hereby authorize said Pittsburgh National
Bank to take credit for said advance distribution in the First and Final
Account and Petition for Audit thereof to be filed in the Orphans'Court
of Washington County in the names of Pearl L.Daugherty and Pittsburgh
National Bank,Executors of the Estate of Harry C.Daugherty,deceased.
Pearl L.Daugherty ~
,
'.
If F '1 E .I'd b P ... I f R d'Paid in cash 1amiyxemptloncalmeyetltlon,give pace 0 ecor ,.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim::::::::::::::'::::::':::.
List any advancement or distribution on account that has been made,and nature and amount of same:
See Advance Distributions shown above to Pearl L.Daugherty
Note:-Credit for these Advance Distributions was not taken in account filed.
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:
To P~ttsburgh N~tional Bank and Pearl L.Daugherty -l
Amount re-awarded for Federal Tax contingencies""$1,500.00
To Pearl L.Daugherty -Balance,including Items shown as Advance Distributions above
..~
1":.!0.r:,./'".,d
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly ~.wm::!1 doth depose and say
that the facts set forth in the foregoing petition are true
to the best oL ~.~.~__knowledge and belief.
Sworn ....................____..to and subsCribed before
me this...--1'--day of --.;?;l{r::.t?:1..6..tU::....19..t>.a..
Signature of Officer ~..e.....iJ:z~:"..;;.,..
Title of Officer____.~Q.t?Xy ~P.JJ.<;__..
And your petitioner will ever pray,etc.
PITTSBURGH NATIONAL BANK,Co-Executor
By '-/?V~rP:M~
..······..~~'~···,,···<····················Triii:it··Offrc ei"""""
Office .February 1,1969explres ·..
MABEL E.RUTAN
NOTARY PUBLIC
WASHINGTON,WASHINGTON,COUNTY
MY COMMISSION EXPIRES FEB.1,1969
*J ••-...
No.1014 of 1968
5111/,\.n tf31SI93HCNIUV!-,!-IlJSSnU
o:;-1 ,.-~
"
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Estate of..._...g~E.~Y.._~~~...l?~ugherty........__- -.
Deceased
Fiduciary..:rJ.1;:.t.1?_1?'!.;-_8.~~.N~~~Q!!~1__~~nk__~nJ:!
Pearl L.Daugherty.............._..__.-_:-----_-_..----_.
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertjinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or a'n attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any'of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
Patrono,Ceisler and Edwards
and Frank L.Bolte
Attorney
~2
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gZ :'G HV E le.)r~'~;y
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3Ju t~r {@rpQuus·OIourt of mus~iugtou Qrouuty
In the.matter of the Audit of Account in
j
Estate ot:__H_AR:..:·-:.-R-:Y=--C.:.....:.._D_A_U_...:....-GH_E_R_T_Y --:..._/
TO THE AUDITING JUDGE:
No._l_O_l_4,o_f ,19~,A.A.
our accountantEnterappearancetor'_.:....-~_
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.1014 f 6·8o.19__,A.A.
o
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In re Audit of Account in Estate of
HARRY C.DAUGHERTY
AUDIT
'ral'ripl'for Appl'aranrl'
FOR
accountant
c
PATRONO,CEISLER AND EDWARDS
Attorney
_.:.:=============~y..2
:'-10 •~"',-.,J
,-;r \.,.....
'.~.'1.~f"..'-..
.~
Harry c.Daugh~rty
.',.'.'".~Deceased
.ORPHANS'COURT OF WASHINGTON CO.UNT)',P~NNSYLVANIA
'?''T'
I
In I'e Ec;tate of
RECEIPT
KNOW;ALL MEN BY THESE PRESENTS That I........,
do.hereby,acknowledge to have rece~ved from PITTSBURGH NATIONAL BANK ocPearl.L.•DA.~gherty,...'.......'Y ~_.l.
Executors of the Estate of HarrY.C:·DCltlgl1~:rt:Y ..•Deceaset:i~;~
full payment of the amount awarded me under the decree of the Orphans'Court of Wash-
ington County entered OctoQ~r2 ,19 P8.,at the above number and year;and I do
hereby authorize and empower the Register of Wills in and for said county to enter and file
this receipt.
In witness whereof.I have hereunto set my hand and seal at .
dU'~~//'
,this 0-.day ofr;t!~A.D.19 ~.?.
W'TNESS:z£LL:;?..~.~~~...,...~..~......7 (SEAL)
~/1rn-"In,fi:,~"""""""""""
17-934 REV.3-83
This distribution consists of the following:
Advance Distributions as follows:
1965 Model Volkswagon Sedan
One-half interest in Partnership known as
Mineral Excavating·Company
One-half interest in Partnership known as
Mineral Beach
Cash
Present Cash Distribution
~'I".. •'
$400.00
10,000.00
;:1.-00 I::"
2,000.00
•,..-.-.r....
$12,401.00
WITNESS:-...
•...,I....•i •...t"
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(II
III F0,
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DEPARH.,1ENT OF
BUREAU OF COW'.JTY
,._.....;
1;'0"(:'>'-17·1?'1'_j'"•~)v j;,..-
F<jrm RCC-33
RtSIDENT DECEDENT
<ft~"f~ONWEALTH OF PENNSYlVAt.
REVENUE
COLLECTIONS
COUNTY OF ..}l9,~ningt.on .
.......-----------•.."'--'--"'--__"V"Il _...~IMPORTANT:This return must be completed in detail find fUed in dupli~ate,with will attached,with the
Register of Wills of the County where decedent r2sided;Return is due.within one,year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of.
tbe Inheritance and Estate Tax Act of 19fj1.)
.........................~~.:.;.;;=;:~~.::.::;:;;.~:~.~.~F _}~:.::u~::OF
(State fun name of decedent)
l..ate of }!.§.~hJl'J.g~qP.:.......................................................COlUlty KOOI.U~~iX;'~
Stll-t.e of Pen.YJ.sylvania _._._.~_.._.._}...
County of .1el.?:s.h~I}g~g~_._.SS:vle,Cha.S.E.£n1O',}Trust Officer,
........P1tt.$p..P.:.;r~.ghJJ[;it;i.Qngl B..ank ..andPea.r.1L~Da1.lghe r ty....
of the estate of the above-named d.ecedent being duly swam.depose ~nd say
Decedent'died Februar.y
(Month)
......15 19 67 J testllte leaving a last will,copy of which i.hereto attached.}
(Hoy)(Y""r)L ilt1.iX:JiiXtX
are
That as such Exe.c.u:t.o.r..S deporient~familiar with the affairs of said estate and the property con-(Ex",,"torS~:Ki*,1 .
stituting the assets thereof and their fair market value.'...
That at the time of death there was no safe deposit bux registered in decedent's individual narne,or jointly
with,or as agent or deputy of another,or in decedent's individual name,wit.h right of access by another as r,gent
or deputy,with the exception of the following:-
Name and address of attorney or}
other authorized ,epresentative to
whom All correspondence should be
mailed.
PittsburghNationaL,Bank "............._
6 ..South.Hain.s treet,Wash,ington,Pa.~153Ql
==========-~:::::.=-=._=..====-=-=-==--=====ji=====-::::..=-=._;:::========;;.=====:-===
IIAltlE AND ADDRESS OF BANK OR OTHER INSTITUTION THI S S.~FE DEPOSIT BOX RENTED '1'RELATICNSHIP Of JOINT
~~__r~_~_."_,c__'__•._"_'_C_"_"_~_T ~_E_NT_'_U__A_S...;AF_E_DEPOSlT BOX'IN NAME OR NAMES_OF_.-i=__H_O_L_"'_"":0 ~)"DEN~
=-~__-_--------.=1-"-__d--~
return,
That the contents of said safe deposi t box or boxes are i temlzed under Schedules of this
with the exception of the follOWing,for the reasons hereinaft.er set forth:
That Schedule A attached hereto and made part hereof sets forth full v and in'detail all the
real property in the Com.rilonweaJ th of Pennsylvanla 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 dee.th,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 esUmated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth ful1~'and in detail all personal
property wheresover .situated owned by the decedent at the t:l.me of death;all moneys left 'b;)'the de(~edent
aT the t1me of death,whether in decedent's 1mmediate possession,standing to decedent.'s credit in banks
of depOSit,savingslJanks,trust companies,or other institutions,'wh~ther individually,or in trust for
any other'person or persons giving also separately the accrued inter,~st thereon,if any,down to the last
interest day prior'to decedent's death in the case of savings banks,and to the d.ate of·decedent's death
in Jill.othe'r cases;.all bends,postal savings,treasur:r certif":!.c.t~te:,;~!"note~hnC!~)t.h~l·evide:-~c~of'in-
debtedness of the linited States to the decedent;all obligations,whether by ste.tute or agreement they
are designat:ed as tax free,of the Unit.ed St8.tes,or any state,or polit1.cal subdivision thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,sllverware~pic-
tures,lJooks,works of fort,h<msehold furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever Idnd or.nature,left by decedent,together with the fairly estimated
market value the!"eof;all bonds andmortga.e-es held by decedent and of all claims due .and owing decedent
at the time of death,and all promissory notes or other instnunents in writing for the pa'yment 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~lind if such estimated fair market value be less than the
f'ac{'va)uc!it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable
to the estate from Ufe 1!1surancepolici'es carried by decedent;all linnuity a.nd endowJnlmt contracts the
proceeds of which were payv.ble upon thi;death (If the decedent;ll.nd.a]1 the corporate stocks and dividends
due t.hereon and unpa.id as of the date of death,bonds and accrued interest thereon to the de.te of dece-
dent's death anti other investment securl ties owner!.by the decedent att.he Ume of death,wi th the market
value thereof at such time.
JMcK.
In the cftse of securities of close or family corp0rlltions,theva.lues repol"ted arp as far as
P(J~sible substantiated by financial statements of the corporatinnsl showing the assets ann Iiahilities
thereof ItS of the·dnte of death.The !:'chr:rlule I~l so sets forth the :lnterest of rlecedent.i,(the time of'
death in any co-partne'rship or llusiness,ar,d in support of the value of such interest there is a.nnexed to
said schedule,financial statemf'nts ~;ho·N:ing the assets and liabilities of sfl,id co-partnership or business.
A cory of thE'co-partnership agreement,(if oral,a st.atement tietting forth the nature'of the agreement)
together with a statement setting forth t.he character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of tlie decedent's interest
therein must be submitted.It should also &et forth in itemized form,kgC'Lher with ihe fair J11arket value
thereof,any other property owned or be'l'1ent.hed by the decedent at the time of death.
The Schedule C attached hereto ,.nd made part he.'~of set.s forth Ii true answer to each inquiry
contained therein and in the case or tre.r'sfers ofproperty,real 0 ..personnl,within two y~ars of decedent's
deatb;in contemplation of decedent's death~or int.ended to t'ike effect in possession or enjoyment at or
aftel"neath,said schedule sets forth the nature and value of sueh prOlwrty,to whom transferred,the
relationship of'the transferees t.o t..!;e deeedent,the proportionate share received by each transferee and
all other facts of a pertinent natUj'e rcgftrfl.ing s::drl transfers.In the case of tra;lsfers intended to
take effect in posse'5s10n or enjO)'lllent at or after death,there .is also ·at-tacheri to thescheriule a COllY
of the deed,trust agreement or other instrument creating the trust.There is also set forth in said
schenule a list of all property,red and personal,with its va.lue,Which pa~ses at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,b~'the w,lll,deed,or other instrument of'another,
with a copy of the instrl~ent creating such power attached to the schedule.,,
That Schedule D attached hereto and made part hereof sets forth the names anrJ.addresses of'all
persons beneficially interested in this estate at the time of decedent's death,the nature of'tll~ir res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time or
decedent's death of all minors,annui tants and beneficiaries for life unner necedent's Will.It also
contains a statement shOWing which of t.he 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 Sct>edule 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 intlmgible,standing in the name
of the decedent and others,plus the date and place of record of inst~uments effecting the v~stlture of
real estate and the date of ~cquisition of personal toy,plus the name,address and relationship,if any,
of'co-owners to the decedent.
That Scf>edule F attached hereto and made a part hereof sets for'th fully and in detail all debts '
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,Where applicable;costs of administration of this estate;couTlsel fees and.fudiciary's
cormnissions paid,or to be paid;cost expended fOr burial trusts,tombstones or gravemarkers,and reli-
gious services,inconsequence of'the death of the decedent;debts and claims owing ann unpaid at time (If'
~,-,death;taxes accrued charge,able for period prior to decedent's death (except.those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if'any.It is agreed.that the fiduciary will present proof of said claimed obHgations,upon re-
quest,that if the amount actually paid in settleTilent of any fee,commission or debt is less thll.n the
estimated amount claiming and.allowed,that the same will be reported to the Register of Wills,and that.
the amount of t.ax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Scherlules "A","B","C","E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.Pi t tsburgh National Bank
,.', " '~.By:.cf!7~,:~~....~...
Subscribed and sworn to before me this -.-____Trust Officer
.__.~__••••.......day of ..•2!14#!,/:.19.Q6....:.C£!~~
_...§Lr&MfZ·~~~~;';'U~.f,·:·9?y.'hi~;!'!hl~£~L.~.__-
U .w.?:,$.t~+ng.t..Qn.~.....:e.g..~_....J.5..3..Q.t....,....,_:__.._._'_'
(City or Town and State)
NOTE:'Before signing affidavit make sure all blank·spaces in the affidavlt and schedules annexed are
filied in with details or the ,word "None",and in case the assets include raro'!and unlisted securities,
securities of close or family corporations or an interest in any co:"partnership or bus,iness,that the
data and statements required under the parflgraph 8.bove relating to Schedule "B"are attached.Also make
certain that column #i in the "Summary"has been properly completed 115 above-directed..
,,~'~'.'
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RCC-34 (1-64)
COMMOt~WEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUtlTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDOO
•
./
SCHEDULE .IA"
.REAL PROPERTY..
Real property in Pennsylvania,with statement of mortgage encumbrances upon eoch pnrcel at death of dece-
dent.Where property held as joint tenant or tenancy by entirEties,report on Schedule "~",Property h!"ld by
the decedent as tenent in common with another or others,shou Idbe identified as to quantum of interest and
the estimated value should be that of the d,ecedcnt:sinte,rest only.--------,..---.-,;.----,---------
The reo!property located In the Commortweclth of Pennsylvania should be
described by lot and block number,str;et and street number,together wi th
a general description of the property,with a referen~e 10 the record of the
conveyance by which the decedent took title;If CI form stete number of a-
cres;also statement of mortgage encumbrances upon each po.rcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,ore
10 be listed on Schedule "F"and must not be deducted from tI-.is s.chedul~.
(1)
ASSESSED VALUE
FOR YEAR OF
DECED!:NT'S
01:ATH
(2)
ESTIMATED
MARKET VALUE
(3}
D~PARTME~T
VAI.UATION
CAUTION
(Do not write
In this sp<>c!t)
None
~_u u-.--.;o..,.,;,....,"_--~~~~_~~
Insert this total opposite "rea~properfy",Schedule .1 A"in tLe X X X X X
liAs Reported"column on the lost poge of this retum.
"Co;.,D.lONW1<:ALTH OF PENNSYLVAN,_
Tfu~~SB~R INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
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 underSchedul.e "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 accOlmts,must be Ii.sted,despite the fact that they are not of the administered estate.
Tangibl~personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,toats,etc.)
Intangible personal property,such as bonds,treasury certificates;cash on hand and in bank,..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed
estate 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
Lj.st and des'~ribe fully
Daugherty Coal Company
Dissolution of Partnership
Mineral Excavating Company
1/2 Interest
Mineral Beach
Undivided 1/2 Interest in Partnership
1965 Volkswagon Sedan,(burned motor)
Pittsburgh Coal Company
Proportionate share of advance royalty
for years 1966 &1967 to renew certain
lease agreement dated 12/31/52 with
Daugherty Coal Company
UNIT
VALUE
ESTIMATED
MARKET VALUE
$35,986.55 '
10,000.00 J
1.00 t
400.00 t
500.00
DEPARTMENT VALUATION
(Do not write in
this space)
Insert this total opposite "Personal Property",.SctH!dule ".8"in
the "As Reported"column on the last page of this return.
x X
1:ll\!\10\T:'~\LT!i OF PE\NSYLrANUe
Tn..\\~FEH Ii\liFl\ITA:-iCE TAX
HESInE\T nECEnE~T
SCHEDULE "e"
TIt\~SFEnS
(1)Dir}rleccdent,within two years ofrlcath,make any transfer of any material part of his estate,lIithout
receiving 11 valuable and adequate consideration therefor?(Answer yes or no)....NLCo""-__
(2)Did rlecedent,within two years of death,transfer property from himself to himself and another or
G t hers (inc!urling a spouse)in j oint ownership?(Ans wer yes 0 r no)No
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's heal th at time of making the transfer.(Note!).
(c)Cause 0 l'decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
considera tion therefor which was to take effect in possession or enj oyment at or after his death?
(Answer yes or no)No
(a)Was there allY 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 anj'transfer without receiving a valuable and adequate consideration
therefor l.Ulder which transferor expressly or impliedly reserves for his life or any peri-od which COGS
liut in filct end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)__~N~OL-_
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)__~r~~~O~__
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent-
alone or others ~_.__~~__:------
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)No
(8)Did deeedent,at any time,transfer property,the beneficial enjoyment of which was sub,ject to change,
because of a reserverl 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)__.......,N'-'o"'--_
(9)If the answer to (8)above is in the affirmative,was the power to 0.1 ter,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 supporterl by affidavit by the attending physician as
well as a copy of the rleath 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 claimer}to be non-taxable,also submit detailed sta.tement of facts on which said elaim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM-1 DESCRIPTION MARKET VALtJE
(Estimated)DEPT.VALUATION
(Dept.Only)
i
I
II_1.'_-~-_.---,---.,.----c-~~
tnsert this total opposite "Transfers",Schedule "C"In the
"As Reported"column on the last page of this return.
RFSIDENT DECEDENT
COMMONWEALTH OF l'ENNSYLV,\NIA
TnAN~}l~H TNI-lE1U TI\NrE TAX
·'if:-}
.RCC-:38
---~i-:·-,,.---,----_--~----...----------:~-----~..__._---------~
scimnULE "E"
JOINTLY OWNED PROPERTY
I:\STRrCTIO!\S:This schedule must discloSe all property,real and personal,ownecl by the decedent jointly
wi th another or others,including inta.ngibles,standing in the name of the decedent and ot.hers.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule
"Aft,plus the date and place of record of instrument effecting vest!ture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acqui·s1tion,and the name,address and relationship (if any)of co-owners to
the decedent.
Estate
Valuation
Description of Property,Date of Acqul~ition,Name I Uni t
Address and Relationship of Co-O~ners,and Place i Value
of Record of Instrument,when~Rea!Estate._'_..
Real estate situate corner
Washington Avenue and Center
Avenue,Finleyville,Washington
County,Pa.$28,000.00
(Subject to Western Pennsylvania
National Bank,Finleyville Office,
mortgage in the ~ount of $9,756.25
less $578.90 Escrow Account,
$9,177 •.35)
(Owned by entireties with
Pearl L.Daugherty,'Wife.)
1963 Cadillac 4 door Fleetwood
60 Special Sedan $2,000.00
Western Pennsylvania Bank,
Finl€yville Office
Savings Account No.2138 $2,896.43
Checking Account
-j r,J::')A c1 5?L.l'~o.·..;..JJ:.-~.-J ....-....O
First Federal Savings and
Loan Association of Pittsburgh
Collateral Pledge Account '
No.01-05-442 $4~984.27
Treasurar of the United States
Refund 1966 Income·tax $200.76
Refund 1966 Income tax 204.56
(The above jointly owned with
Pearl L.Daugherty,wife.)
peJ'centage
Share
DEPART1ffiNT VALUATION
CAUTION-Do not Write
In This Space._
Value of Value of
Entire Decedent's
property Interest""-.y •.;..::------~._--+---._--
Insert this total opp.osite ·Jointl~'Owned Property",Schedule "E'I
in the"As Reported"colW!ll1 on the la6t page of"this return..
ReG-37-"(,12~63>
('0;:1\\li'..;I,\"E..\I.TIl OF PE"'..;!'YYL\i\IA
Tl\..\i\SFER 10:11EHJTAi\CE TAX
RESIDEi\T DI:XJ::DENT
SCHEDULE "D"
•
.~.
...,.
BEi\EFICIARIES
1 l'-I RELATIONSHIP,BENEFICIARIES AND ADD~ESSE~",,'(If step-children or SURVIVED DATE INTEREST OF
\::,tate tull names and addresses of al,l\\hO
I
illegItimate chIldren I DECEDENT OF BENEFICIARY
have an interest,vested,contingent or other-are involv€d,set I STATE YES BIRTH IN ESTATE
Pearl L.':;~~~:;~).c:~,_;_:_iS_f_a_ct_.)_:.+!__:_R_f}_N_I_O_-tI_'-"_~__-_,_---:--:rS-'o-l-e-b-e-n-e-r-i-C-'i-a-~r~-y====~
.JL'D.'#1 r-I --lr--.,---------~-'
Finl.eyvUle.pa ~15 ~32,1----'------11--'------'+-1---------------~------,.~I i
1------:-----t=----t----+-----r-------
I
1 -+_-----------I
_1=
I I I
I
t -
.
I .
....
I-L -
!
I '"
-_..----
-.----__-""-'--""-'---------+--,-~-----+-----'----1~------f--------.-------
--~---~,-,------------.-;-..----~.--~,-__J--=-r -.-.-~:-----...--,--.-~-----
t~==1---b-·-.~I--.--
Del'oLent ful'tl'tt!,'says that:a.11t.Jie ;:tbo\!'!-·n,\merl benef':!cir:d.es are living at th:!,s timp.except below:
..INAME DATE OF'DEATH RESIDENCE
"
,
ITi;,
~IATrER OF THE APPHAISEMENT
....Harr.y.C~..Daugherty .
Deceased
OF THE
ESTATE OF
r-
;<c•
-
(ExecU!Q['·Administrator
must complete "As
Reported"column #1.)
CJ y ....,""C ::0....0 ...,t't>(t
0 /-',Il>...,~V>::l V>
V>:::s V>0
~...::l ""C-i ~t't>~..,..,
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trl .§/1)....
V>........ro '<
Il>.....P,(\)
~~0'i:J(I)'
~rt~
Year
N THE:
(No.Will
Administration
,'.j
Late of R.D.#J,...,F..1,l}~~yv.:i),~.~.,PaL.
REPORT AND APPRAISAL
Commonwealth of Penns\"lvania"0"~
COlinty of ....'Washington ..
/-.'i·..
;:..or.
tJ(';~2"tv3-
::Ir-Co.
Cf)c:~7';---....;;..{I)::0 II
:0 ..-.....-.....-...~p'W en en()():.:::r ::r ;:r-~~~oj ~:-:....".-
~~q)~~~
:..p.:.po .........
:0'::0'~I'-..:;...
;.........1:co ::00
:00 :00 rt::,.....'-J :~-g---:-:I...,
VI :VI ....(t
VI :,:Vl Co.-
I
I.'
!III q..-(h q).00 -(p.>~
..
£:leO ('Z']
o3-\1 ~-J
-1"/b ...'
511\1,\:JO tJ31Si83Uot:liJ"1H -ilJSSfH.l
6Z
Form RC C·lO
OFFICE OF THE
REGISTER OF WILLS
OF __W=a:::.sh=ing=-=t-=o.::=n~__COUNTY
AND AGENT OF THE COMMONWEALTH~#fJ'j'd~~/./
•
STATEMENT OF DEBTS
AND DEDUCTIONS
/
DEDUCTIONS ALLOWED IN
THE SUM OF $%12£?-3
Y-':?-cPoml2.0V'".:......0 .
'~e~
Register of Wills,Ag••t
R D #1 FinleyvillehetC DHESTATEOFarry.aug r y LATE OF ..,
y'-;?-<;y
DATE OF FILING APPRAISEMENT Ag.Fi1 2~,1968 DATil OF DEATH February 15,1967
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH~"
1 9 ~7
July 13 Pearl L.Daugherty lWidow's Exemption $1,000 00
~osephine M.Douglas,
Letters Testamentary and
Mar.9 Register Two Short CertificateI':11 '\0
14 Washington County Reports ~dvertising Letters 12 50
Apr.7 lrosephine M.Douglas,Register Two Short Certificates 2 00
June 1 Observer Publishing Co.~dvertising Letters 12 50
2 lrosephine M.Dou2:las Re2:ister Certified COpy of Will U ')0
Services and Costs advanced in reo
Julv 15 ~atrono,Ceisler and Edwards settlement on account of dissolu-
tion of Daugherty Coal Co.and~ineral Beach matter ?771 1')
!Robert P.
~ppraising Property on Washington
Aus~.22 VanVoorhis ~venue Finlevville Penna.25 00
1 9 p 8
Feb lq lFederal Reserve Bank ItoJire Service q 00
Balance due on Letters ~00
Apr.2.lRussell Marino,Register Filing Inventorv 00
2 ~anVoorhis Agency ~otary Fees 2 00
Julv 10 Frank R.Bolte Attorney's Fee .800 00.
10 Patrono,Ceisler and Edwards Attorneys'Fee 1.600 00
10 Russell Marino,Register Filing Account 21 00
10 !Pittsburgh National Bank ~xecutor's Compensation 1 800 00
1 Y P 7 Walter L.Funeral 1 lJ.81June1KennedyFuneralHomeExpense 00 I
1 Jefferson Memorial Park Balance due on 2:rave marker 1,1,'\I00 ,
1 lor.M.S.Stevenson edical Services 10 00
Aug.2 ~atrono,Ceisler and Edwards ost advanced on Quiet Title 8 00ction
Do iuegal Services in re -Action to
~~iet Title prior to death ofecedent 195 10
1 9 b1 ~~iability on account of undividedFehMiner::!1 Re::lch pne-half interest in Partnershin 12 555 08
/J ~-
A
a/L/~7f ~U/Lv~Lf I~Sc,
~~lJa?1/1 19
COMMONWEALTH OF PENNSYLVANIA }ss:
COUNTY OF Washington
I,Chas.E.Enlow,Trust Officer of Pittsburgh National Bank HEREBY CERTIFY,THAT.TO THE BEaT OF
I\4Y KNOWLEDGE AND BELIEF,THE FOR.EGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENsa OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Harry C.Daugherty DECEASED,AS DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.PITTSBURGH ij~~
(3 By ~...-n-i-.....(L.S.l
SWORN AND SUBSCRIBED BEFORE ME THIS DAY Of'Trust Ofhcer
s~er ,g~,
\.--~-<:e:;;;Z;?J "2zZ~~Register