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Home My WebLink AboutOC1968-1026 - ESTATE OF SOUTH'Y! ----------------------- C!1ommoulUraltl1 of ,rUUSgIUaUia.} llIIIasl1iugtou C!1ountg.ss. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the feurth day of Josephine M.Douglas December A.D.1967 ,before me, ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of I.N.South,a/k/a Ira N.South late of the Borough of Bentleyville in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Margaret K.South a/k/a Marguerite K.South the Executor in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Jesephine M.Deuglas ,Register as aforesaid:,do grant these LETTERS TESTAMENTARY,unto the said Margaret K.South a/k/a Marguerite K.South chattels,rights and credits,which were of said deceased,and requiring committing unto / her the administration of all and singular the goods and her to exhibit a true and perfect inventory thereof into the Register's Office,at Wa:shington,within ninety days from the date hereof,and to render a just and true account of s'aid administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this fourth day of December in the year of our Lord one thousand nine hundred and " , , I 1 i ; ~.., 1 l i ~ I H ~ «:;i ::tl H .., ;+-t ,-4. It>~I •ttl t-(f) ~~ITI 00;;: en GI )O-.J I •'i •-I I\l~ ::.-1 ~i :r-.., - j J ..';~,,-~'~:-:: 'i ta -I ttl e- ta ~!0 ITI ~ I-",,_1°- l -=--0 l I 0 !q 0 ~ !_l,~ Cl ,t-3 "11 a -<l .'- 1 t-3 i .-1 l';\-iJ ;::r: ,,;;;!::r:I .., -c',.>~(f).;.,;.;~ 1 f ::: I ;::'0 I ... ....-~c:::L:J ~ ,"c:: +-t r..o = (,,'} t./J ·1..... f\) \,!J I';- o IIj FORM No.112·6 WILL ;';"I I j"--"'. ..i 1 For Sale by P.O.Naly Co..Law Bln.nk Publlsbors415GrantSt.,Pgb.19,Pa. I.!Bentleyville Washington County Pennslvania. I give be~ueat to my wife Mrs Margaret K.South of All my personal property of what so ever king. All Stocks held jointly and seperutely. my Individual Bank account. .I.N.South also known as Ira N.SouthI,, i . i of Bentleyville ,Oounty of Washington !•.\and State of Pensylvania being of sound mind and memory,do hereby ma7ee,. !publish anddecla:.~t;his to be my L~LWill and Test~:;;;;~,in manner'and form following,hereby: I .•--'.I . .I revoking any will or wills heretofore made by me. I I Pirst.1 direct that all my just debts and funeral expense8 be fully paid and satisfied,as soon; !,0.3 convenientZy may be,after my decease.1l.'(l j;'Second:I give devise and bequeath all the j oint Bank accounts I ij\I \ I IIII I I II I ! '1I II I IIiIii II I I I I ; 1j II III I I·1 I i, I i i t :,..J +I do hereby make,c0n8titute and appoint Mrs Margaret K.South to be my executrix of this my Last Will and Testament in the year of our Lord one thousand nine hundred andsixty t\.,ro 'above named,have hereunto subscribed my name and affixed my seal,the I N South \\ ]n Witne»»Wbcreof,I day 01 February (1962),./ the Testat 26th £/~-k~'&7j ,..'1:.....//.....-----'-..--"--".~_. /..,-,.'..~.t..---SEAL_.._,L ..i ••~~::i:.•••r-:.I£:.k:..:_e Signed,sealed,published and declared by the above named I N Sou th----~ -----~--~__r.-----,as and lor his Last Will and Testament in the presence 01 us,who have hereunto subscribed our names at .his request as witnesses ,and 01 each other. ..._..~(ld;Zd:.z~l~!.i:_ .~r "',./I ......_c':[:..~.~f..(~{.~i.(~!J~L2...::\_...1' thereunto,in the presence of said testat or (, .): ..,. -... \J'"., .,~. .'..',..i ~ ',' ....--. F'~--..----...----.--l .. COpy OF INVENTORY ;''Notary Public~~. MARGUERI'IE K SOUTH,a/k/a.MAa.~R~T K.S~UTH S m 1 N.SOUTH:.a/kla IRA N.SOUTH (Notarial Seal) April I sl Mary Jane S~ith 68 t . ':ttb:'~x.uxb~l 3rd -(~. (Marguerite) I s I Margaret K.South .Exeeutrix'XX4.XKXXXXXXX Mary Jane Smith,Notary Public Washington Washlng~on C?unty,pa. My Commission ExpIres February 28,1969 lIntttntnrg anb "ppratstmtltt of the goods and chattels,rights and credits which were oi l N.•....S.QJJ.T.B alkLa 1.RA N S.nm.a late of B.ent1e;r-.v:ine I?.Q..r.Q!Jgh .. Washington County,Pa.,taken and made in conformity with the abo'tJe affidavit. DOLLARS ·CENTS .Savings'aec;:ount 1'10.14841 SecUrity Fit-st Federal Savings and Loan Asso¢ia:Utm Millvale.Allegheny County,Penn'sylvania SaVings account :no.5132 Chat'leroi Federal Savings and Loan Association Charleroi.Pennsylvania Savings account no.09,..01-02952 Bethel Park First Federal Savings and Loan AsSociation B~thel Park.Pe.U),sylvania -100 shares Composite Metal Pl'Odueis..Inc. lssuec!Deee.m~J:'5.1961 1964 Pontiac Sedan ~2,,613 63 .5.113 13 600 00 300 ·00 16,448 86 1......_ .t.1"', (.,"_..,:1., un ~~-~ ~:~,J.'I;.1 t~~-------..;.----- STATE OF PENNSYLVANIA, WAS!'IINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,depose and say that the above account as stated is true and correC'tas ~b..~verily believe, ~Sworn and subscribed before me this ~..J . day af -----~----d9--~--~----~S!:::.~~ Washington,Washington County,Pa. My Commission ExpiresmFebruary28,196&C\J I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs '.~3··Gg-t/g(lthereoffiledtoNo_. Witness my hand and official 'seal thiS.J..'..:tJu _..nH A/1 vi L ta ~daYaf-~~1i~::_l~ Register of Wills -!..:::,,.If)U) (~") :::><;jU::::'uc::: ,l.- :t t o Washington Co~ty,~~:3 :-:_1 o o r!l~"""-"H ..,....r"-','..;;:1 ·-....i~I...,:C..-\'",.....,'-._'; ---s.1()i ~i ciz .,J• .- ~o::>::>v ~j~- -a+Dlsa S!Ljl U!UO!lnq!JlS,!P JadoJd aU!WJall,ap 0+palSanbaJ All np::>adsaJ S!lJn0J aLj.L .. • IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA, FIRST AND FINAL ACCOUNT OF MARGARET K.SOUTH,A /K/A MARGUERITE K.'SOUTH,EXECUTOR OF THE ESTATE OF L N.SOUTH A/K/A IRA N.SOUTH,DECEASED No./0 .1.(of 1968,A. A. SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts,Page 2 $17,324.88 Disbursements Page 2 and 3 4,550.48 Balance -Principal -Personalty SCHEDUUE B PRINCIPAL -REALTY $12,774.40 Receipts,Page 3 Disbursements,Page 3 $None $None Balance -Principal -Realty SCHEDULE C INCOME-PERSONALTY $None Receipts,Page 3 Disbursements,Page 3 $None $None Balance -Income -Personalty SCHEDULE D INCOME -REALTY $None Receipts,Page 4 Disbursements,Page 4 $None $None Balance -Income -Realty $None BALANCE The balance for distribution consists of the following: 100 shares of Composite Metal Products,Inc. 1964 Pontiac Sedan Balance in cash $12,774.40 1 9 6 7 ,. SCHEDULE A PRINCIPAL -PERSONALTY HECE-I.:p.T S Inventory and A ppraisement as filed Correction on Inventory -Item -Savings Account No.5132 Charleroi Federal Savings and Loan Association Correction Inventory -Item -1964 Pontiac Sedan TOTAL SCHEDULE A PRINCIPAL -PERSONALTY DISBURSEMENTS Administrative Expenses: $16,448.88 176.00 700.00 $17,324.88 December 4 Decmeber 7 December 6 1 9 6 8 January 10 February 21 196 7 December 4 November 28 November 28 November 28 I'December 6 December 12 December 1 Josephine M.Douglas,Register -Probate of Will and Letters Washington County Reports -Advertising Letters Department of Revenue -Transfer of license Josephine M.Douglas,'Register -Short certificates Valley Independent -Advertising letters Russell M.Marino,Register -Filing Account Mary Jane Smith,Notary Peacock~Keller &Yohe -Attorneys Fee Russell M~Marino.Register -Filing Inventory Preferred Claims: Thompson Funeral Home -Funeral expenses Charleroi-Monessen Hospital -Hospital Bill Other Claims: Marguerite K.South -Family Exemption Bentleyville Telephone Company -Telephone bill Mon Valley Independent -Daily newspaper bill Pittsburgh Post Gazette -Daily newspaper bill Glick Brothers -Food bill Richard Drewniak -Plumbing Roley's -Garage Bill Utilities -Water and garbage $23.50 12.50 4.00 3.00 10.50 17.00 10.00 865.00 3.00 1,798.75 42.10 1~000.00 27.84 1.20 2.10 77.00 26.00 18.33 7.75 December 1 Decm.eber 1 December 12 December 18 196 8 January 6 January 16 January 10 March 4 May 14, .. Equitable Gas Company -Gas bill West Penn Power Company -Electric bill Hollowood Plumbing &Heating -Repair Bentleyville Telephone Company -Telephone Hoaks Garage -Garage bill B.A.Sicchitano -Insurance premium Edmund's Jewelery -Clock repair S.Yarcek -Hearing aid Russell M.Marino,Agent -Payment on inheritance tax TOTAL SCHEDULE B PRINCIPAL -REALTY RECEIPTS None TOTAL SCHEDULE B PRINCIPAL -REALTY DISBURSEMENTS None TOTAL SCHEDULE C INCOME -PERSONALTY RECEIPTS None TOTAL SCHEDULE C INCOME -PERSONALTY DISBURSEMENTS 19.59 12.26 211.90 18.13 62.42 66.60 3.71 6.30 200.00 $4,550.48 $None $None $None $None $None $None None TOTAL $ $ None None ," SCHEDULE D INCOME -REALTY RECEIPTS"-- None $None TOTAL $None SCHEDULE D INCOME -REALTY DISBURSEMENT S None $None $None Washington County Reports' ,,/~XH:xMAJ:N~ 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}ss STATE OF 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,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 COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts oi said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: December 14,21,28,1967 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 .'.llv _". this affidavit as to the time,place and character of the publicatioo are true."s~-fQ~.jJ{ll~~J~--;-._.,{editor .'-~ Sworn to an~s n ed before me thiS .,~...~,d~ ...?'§.t.h.~day of...,196=::r-';j~, ......~(!,..~..~>••,}~ ..,,{;"'otary Public KATHE'RINE C.YARD,Notary r::!'01 WIUlh!nlltoo,Washington .Co.,a.1MyCommissionExpll'lls Nevember 1,19&9 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 t:hem for settlement to the Executors or Admin- istrators or their Attorneys. • • ••••••••• • •• ••• SOUTH,I.N.,a/k/a IRA N.SOUTHD~d ' Late of Bentleyville,Washington,County,PennaE~ecutrix:Margaret K.South,103 Pittsburgh Rd.,Bentleyville Penna15314". Attorneys:Peacock,Keller &Yohe68-70 E.Beau St.,Washington'Pa'15301 ' . Proof of Publication of Notice in"The Valley Independent Under Act No.587,Approved May 16,1929,P.L.1784, as amended by Act.No.51 of April 24,1931,P.L.67 State of Pennsylvania County of Westmoreland }ss: Personally appeared before me William H.Pore,Secretary of Mon Valley Newspapers,Inc.,a Penn- sylvania corporation,publisher of The Valley Independent,who,being duly sworn,deposes and says that The Valley Independent is a daily newspaper of general circulation in Fayette,Washington.and Westmoreland counties,Pennsylvania,and elsewhere,published in the City of Monessen,Westmoreland County,Pennsylvania,that it was established June 28,1902,since which date The Valley Independent has been regularly issued in said county,and that a copy of the printed notice or publication is attached hereto exactly as the same was printed and published in the regular editions and issues of The Volley Independent on the following dates,December 13,1967 December 20 and 27,1967 Affiant further deposes and says that he is General Manager of The Valley Independent,a dcdly newspaper of general circulation,and as such is authorized to verify the foregoing statement under oath,and Affiant is not interested in thesub;ect matter of the aforesaid notice or advertise- ment,and that all allegations in the foregoing statements as to time,place and character of publica- tion are true..~~/l /7'•?~~~.),(~ COPY of NOTICE _.Le;ters testamentary on the est~te ofl I.N.South,a-k-a Ira N.South late ofBentleyville,Washington County,de- ceased,·having been granted bY the Reg- ister of Washington County,notice is hereby given to all persons indebted tosaidestatetomakeimmediatepay- ment,and to those having claims against the same to present them witll- out delay to Margaret K.South,execu-trix,103 Pittsburgh Road,Bentleyville, PennSYlvania,15314.Peacock,Keller & Yohe,attorneys,68-70 East Beau Street, Washington,.PennsYlvania,15301. 12;13,20,27 I Sworn to and subscribed b My commission expires ,.•_~';:';~_::::d~'-'·~·11f--\(-9f-·-f1-+(------ STATEMENT OF ADVERTISING COSTS: Peacockl Keller &Yohe,Attorneys at Law 68 East Beau Street Wasbjn~ton.Pa,15301 TO MON VALLEY NEWSPAPERS,INC.,DR. For publishing the notice or advertisement attached hereto in The Va lIey Independent on above stated dates $10,00 Notary -fJ~$__,_5_0__.........................................'::i<');:;";'J'c;'j;. Total ~~lfr~?:;..·~=$:1:0:_,=5:0::: PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Mon Valley Newspapers,Inc.,publisher of The Valley Independent,a daily newspaper of general circulation,hereby acknowledges receipt of the aforesaid advertising and publication costs and certi- fies that the same have been duly paid. MON VALLEY NEWSPAPERS,INC. By .-•PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form / Estate of..1.....N.....~QVl'.H,;,...g.l.klg...1RA..N:•._.SODTH. ~'V >,.J ,~.......-..Oo _________oo _.._.__-. No !.Q~§..grJ~B..~.a:_A. A. Fiduciary.M.~~g~~~t.K!..§.9.gt.hi 9:J."k-.l.~. ¥.~~~~~~t~..K!§ggtn.i ' Date'of,:;~...'.'.'.J •,Date-'of .'.____'-J ~"}u.,'De~~d~mj;s de~th~.....N9.y-emb.~.r-..2.2•.~J~f,).7.~.~-;..,,",,,,,~,,,,,,,o Grorlt '~f'Leiters..:~.J?~.9.~WQ~.:r.J"-'J_~~JfL~....~....':"'3"~...- ........"-.'\........,.")-.,") Thi's is t~e ~FitR:t;.and..Ein~1.:._:.:.:,:~~..ac~9ur;1t fil~9,i1i thi~estate ~!' v, -) Wfhere have been former accounts -filed in this estate,list file number or number and term . ...............................................................NQN.~- . Election .to take Under or Against will.(cr9ss out one)NONE Date Election ·Place of; Filed Record .J ,.............•• Name 'of surviving spouse M.9:;r:'gar.e:t.K•..s.Quth~alkla.Margllerite..K•...south.' :'List issue,where material: lj d .'\ '.," NONE Did decedent marry after execution of will?(indicate)¥~No.Any children born after execution of will?(indicate) ~No.If answer yes,name them __--, ' Leg,atees Marguerite K.South Relationship ,Widew Interest Entire Fiduciary,if deceased or not sui juris Sui Juris List,if exceptions to above: If partial intestacy,give facts: Adeemed:Revoked: NONE NONE Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:NQne . File copy af Notice and date of mailing NQ..mailing..n.e.c.essary ," Is estate subject to the filing~of a ~ederal Estate Ta>s:Return?_.._No__.._-,- - -..---. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.~.9.9.!.g.9._...___._.___. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant __. ...............____._._ _.._.NQNE ______. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. NONE Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: NONE Balance for distribution per account, Itemize any additional debits not shown by account: None Total'additional debits (Add) Itemize any additional credits not shown by account: Russell Ma:rino,:Register -Additional charge for filing Account -$2.00 Rev.A.J.McCloy and Rev.Jack Pease-funeral expenses-$50.00;Pilgrim Holiness Church and Cla.rksvill~.Christap.Church:-)anp.ual dues-.$200.00Totaladchhonacredits(S-ubtract..\ \ Quinet Monument Co.J -monumentexpenses-$391.00Balancefordistribution $1~.,.1.7.4•.~9 . $__.___.N9.n~. .-'3'DU'a .$.:....'..,....64 •.....1-2,1-3,1 •..t.'......... $-:..~J••••••••• If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); 1.1-1964 Pontiac Sedan has already been transferred into the name of the proper recipient,Marguerite K.South. 2.100 shares of Composite Metal Products,Inc.,in the name of I.N~South,were turned in on the absot-ption of that company by Charles Pfizer,Inc.,and 9 shares of the latter company wer~issu~d directly to Marguerite K.South.Al!houghJt ,will not be necessary to effect a further transfer after the Final Order of Distribution by the Court,an Election To Take In Kind is filed with these papers. 3.The balance is in cash. .... '.. ~-"--_'_---~'~-----------------,----- If Family Exemption claimed by Petition,give place of RecordSe.e..Ac.c.QUD..t..andMfidav.it..Qf.Dehts..and . "Deductions. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:NgD..~___. List any advancement or distribution on account that has been made,and nature and amount of same: NONE Suggested dist'ribution of balance shown,both as to principal and income,attaching signed and itemized elections to"tak~in kind if balance is not in cosh:residuary shares being stated in proportions: ",-", -The 'distribution:~5houldbe made entirely to Margaret K.South,_a/k/a Marguerite J<:.South. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly p..YY.9.rn doth depose and say that the facts set forth in the foregoing petition are true to the best of ~~.r knowledge and belief, .S.w:9.rD..to and subscribed before m~.this...lL~..day Of..•4~~-..-~..11.6.:" Signature of Office~_______~ Title of Officer_~~_ Office expires.jJA-:.~~..2-..:J /...q.(;...cr.. Ma~y Jane Smith,Notary Public Washington,Wa~hi~gton County,Pa. My Commission Expires February 28,1969 And your petitioner will ever pray,etc, .,.. • I t.C, t 1 ..19'No..9.??..9.f ~.~,..A.A. Estate of.I~N~..S.O'IJ.T.B~...9-.l.kL~.lRA . N S.QJlTH,····D.~~~~~~d···•":•••__• t••~_•.• Fiduciary.M~.:r.g~!.~.t.K~...$.Q~th,....gL1f.:l.g.... _i M.~~gE:~~:tt~..K!:?ggtb _--.. .PETITION SUR AUDIT FRQM 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:p"dragraph b-c;and divisions ther:eof:shown 'on pages 23-24. 1.:Written p~,ciecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration>'C.T.A.or 'an attest copy of Will. 6.Copy of inventory and appraisement. 7.~Proof of advertisement of grant of letters if not filed with account. 8.Certifi~t~':9f'ji·ens\;in·sase any of the funds f5r:-:-disti"i!l>l,.IJipD,LtI·re from judicial sale of realestate. 9.Si£:l~F,l.ed ,.ancl.I itemized.elections if anytl{-oj.I l('_~.,..dis ibuflonl'in kind.I : 10.Copy of Federal Estate Tax return if es- tate is subJ"~ct thereto.U~:1'"1 J-' ~~.g.Qg.K...K.~~.~.~.R.~..¥QH~_. Attorney S ~2 I} ) 1.I'• r.'"'"L i .',".,.::' f••''.....:c..\,,LL~; ::::1 C1!ourt of lIIasl1iugtnu C1!n~utl1 .-< In the matter of the Audit of Account in Estate of LN.'SOUTH,a/k/a IRA N. SOUTH TO THE (AUDITING JUDGE: ("1 ......, ,No.1026,~of=--_---,-__....,--"19~,A.A. "' (' I' Enter -"O'-'ue:=r:.--'--appearance for the Accountant ~K~k:BILLER &YOHE By &~l~f~~i 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.. 1- ,19-.illL ,.-\ (- No.1026,of ,19~,A.A. In re Audit of Account in Estate of I.N.SOUTH,a/k/a IRA N.SOUTH AUDIT 'rartipr for i\ppraraurr FOR o"__:J---- rt\....... ~' I -r::c __ 00-\ -. ~~ c").,.,,,,,,,,,,; (- U?s;-1:..::~ c.~~~"';: ~...-J;..-O _J ~-: --'~: to .'-C.n f "')(1'"..~....)t::(;i .... ,. Accountant PEACOCK"KELLER &YOHE AttorneyS ~2 In the matter of the :f..tr..$J._9:r!Q.__fiIn9:_L_.__ Account of ~_:::~g_C::~~.~.~_:__?_?_~~?!':l:(~l':l:. ____M?:r_g_~~r_H_E?__K_·§Q_~tb_1 ~~~~~_~r_~~_ ESTATE OF ____J.!__N.._:_RQ_l-1tb_1__~jKL£_ Ira N.,South, ~._••a_••••_•••••••_•••••••- -••••_••••••••••- -•• Deceased. No.:'.1D_2fL_Of 19..9.tL__.,~ ADJUDICATION AND DECREE And now ~?.Y.'~_~~_~~.. .../__,19__~~__,this matter came on for hearing, audit and distribution at this session and testimony t!k~n;and thereupon,upon due consideration thr2of1!ff.~'Olance for distribution in :the hands,~f the Ac.countant.is d~term.in.ed t~,be$.2..._and the account IS accordingly confirmed,and It IS ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. Balance per account ----------------------------------' Additional credit asked at audit Balance -------------------------------------------------------- Deduct Clerk's Costs &Receipts -------------------- Peacock,Keller &YoheAttorney------------------------------------------------------. Credit to be taken by the accountant for the corrected vallie of the 1960 Pontiac auto, 643.00 27.50 700.00 $12,103.90 Russell Marino,Agent,transfer inheritance tax, Mrs ..Margaret K.South,widow,residue,including cash,a 1960 Pontiac Sedan and 9 shares of Charles Pfizer,Inc.,(replacement of 100 shares of Composite Metal Products Inc.)held in kind and distributed as such at the appraised value per election filed,11353.98 No balance r··'---., .... (/) n •..i..: -l .-- 0..,..0 ~:;r n ::J Z n....0 -+!=l t:Y 0 l:::r 'S.it ~CD 0 3 t:Y ..,..0 0..,..:+ ....~ CD ~ ., 0 0 ..... ..,.. .... ...... = ....::r = CD ~=t:Y :-0 ueJ~ , ~ ~ ~ ?> ~ ?> ,..--(')c } L)..... ,,r --t,-.;_1) 1 .•·'1 .......1- ~--'-1 ---"~..,"Jr;'-; ~6 ,.......,. .. .. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the'assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting'forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as maybe pertinent to a fair and just appraisal of the decedent's intereSt therein must be submitted.·It should also set forth in itemized form,together with the fair market.value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets 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 pertinent nature regarding'said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Thert~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either indiVidually,or jointly with another,or any power of appoint- ment vested in ~ecedent,either indiVidually pr jointly,by the wpl,deed,or other instrument of another, with a copy of the instrument creating such power attached ~o 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,andthe relationship of such issue to the beneficiary. That SChedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of 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 deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fildiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of,.death;taxes accrued 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 the 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. (ffl.~J~~~.k..__. (.)Executrix ......................J ..Q.~Pit.t.§.b.ur.gh RQad _. (Street Number) ...................B.entle.yv.:ille,P.enns.ylvania . (City or Town and State) ~•••.••~~-- Subscribed and sworn to before me this .. Ma~y Jane Sll(ith,Notltfy Public Washington,Wa~hi~gton County,Pa. My Commission Expires F1lbruary 28,1969 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. J Form RCC-33COMM:ONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT I.N.SOUTH~a/k/aIRAN.OCUTll;OUNTY OF WASHlN.G'rQN . IMPORTANT:This return must be completed in d~tail and filed in duplicate,with will attached,with the' Register of Wills of the ~ounty whe~e 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 U!,?,Inh.erit~nce...~Tl!i E.state J,'lVC Act of 1961.) IN THE MATTER OF THE'ESTATE OF ......l N S.'O'UT.H"g.l..k.l..9.-l.M..N SQu.rr..B.....}AFFiDAVIT OF(State fuli name of decedent)EXECUTOR Late of ,W.ASHINGT.ON ,County ~~~ state of PENNSYLVANIA :.} ss: County of .WASHING.T.ON.. MA RGUERITE ..K•.S.Q.UTJI.gLkIg MA.RGARETK S.OUTH . ~~of the estate of the above-named dec~dent being duly sworn,depose S .Execut.rix ~ and sayS DecedentdJed N.o.v.embe.r 2.2 ,"s ,..6.7 .,J testate leaving a last will,copy of which is hereto attached.} (Month)(!Jay)(Ye-ar)L»OC~jK Name and address of attorney or}....PeacQck#Keller.&Yohe~.6.8.::7.0.East..B.ea.u..Street,...__ other authorized representative to Washin on Penns Ivania 15301 whom all correspondence should be..gt ~y .. mailed. That as such Ex~.QJJ.t.r.ix d~ponent is familiar with the affairs of said estate and the property con- (1';x"cIItor-OOMiKiXOOJlt) 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 MeUpn.National Bank Washington Pa.iN South &Marullerite K husband &wife I M " i That the contents of sald safe deposit box or boxes are 1temized 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 fullv 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 pf date of death of decedent. That Schedule B a,ttached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated oWned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,~ostal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as 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 bydecedent,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 pol1cl'es carried by decedent;all annuity and endowment contracts the proceeds of which were payabl~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. I~...,.- -----------------_._._---- IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE: ESTATE OF 1.N.SOUTH,a/k/a IRA N.SOUTH, Deceased. ( ) ( ) ( ) ( ) No.1026 of 1968,A. A. ELECTION TO TAKE IN KIND I,Margaret K.South,a/k/a Marguerite K.South,hereby elect to take the following assets in the above captioned estate in kind: 1.1964 Pontiac Sedan. 2.9 shares of CharlesPfizer,Inc.,in replacement of 100 shares of Composite Metal Products,Inc.,the latter company having been purchased by Charles Pfizer,Inc. J.•:Jr• I':;i _::D) .I '.I 1 I .M - i ,--,....'.I ,..r"l'2 n .."",_.J •••',-•11 .:.J t ....:".. r""'C'~'.I.i":""')r.....~,,.C,:\'_$r "-.""'r ~.\r.<J.i 1\l "'_l,~:; ESTATE OF 1.N.S,OUTH,.a/k/a IRA N.SOUTHII IN RE: IN THE ORPHANS I COURT OF .... WASHINGTONCOUNTYIIPENNA. No.1026 of 1968,A.A.I Deceased. ! J Ij I 1 \ \ELECTION TO TAKE IN KIND S-;-:''<\"I ":J C::t ....1',.:1 I...~...j'J "f\ " ,("".,•b 1'1 .'•-."..•c..•If LAW OFFICES '.,. PEACOCK,KELLER a.YOH E EAST BEAU BUILDING 68-70 'EAST'-BEAU 'STREET i I 'WAS:HIN'GTON,PA:15301................. " ·RCC-34 (1-~4) COMMONWEALTH OF PENNSYL,VANIA 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 ht"ld by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should 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 block number,street and street number,together wi th DEPARTMENTageneraldescriptionoft!-le 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 spoce)to be listed on Schedule "F"and must not be deducted from this schedule. NONE Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intarigible 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 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. 1. 2. 3. 4. 5. ITEM List and describe fully Savings account no.14847 Security First Federal Savings and Loan Assn. Millvale,Allegheny County,Pennsylvania Savings account no.5132 Charleroi Federal Savings and Loan Association Charleroi,Pennsylvania Savings account no.09-01-02952 Bethel Park First Federal Savings &Loan Assn Bethel Park,Pennsylvania 100 shares Composite Metal Products,Inc. Issued December 5,1961 /9c,G J..a,io4 Pontiac sedan UNIT VALUE 6.00 ESTIMATED MARKEl'VALUE '2,613.63 7,822.12 5,113.13 600.00 300.00 DEPARTMENT VALUATION (Do not write in this space) 66(3.t7(] ...300 ,GodocC46 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 16,448.88 /~<3;l 'ft tf7 /0 I t~c/17 (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)DO (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 _ (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)__-LDuOL-__ (a)Was there any possibility that the property transferred might return to transferer or his estate or be sUbject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)__~D~O~_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__~n~OL-__ (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 promise to pay income to or for the benefit of care of transferor?(Answer yes or no)__~n~OL-__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserverl power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of .law?(Answer yes orno)__~n~O~__ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in 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 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. [nsert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. DEPT.VALUATION (Dept.Only) MARKET VALUE (Estimated) SCHEDULE "c" TJU.NSFEJlS DESCRIPTION NONE i II II I R'CC-36 comIO:\'I'E\LTH OF PEN:NSYLV..\.NI A T1L\~SFER INHERITANCE TAX RESIDE~T DECEDENT ITEM COMMONWEALTH OF PENNSYLVANIA rHANS}!::Il TNHElUTI\NCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIO!'iS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to the decedent. Description of Property,Date of Acquisition,Name I unit Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,where Rea!~state.! NONE percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. .. ~CC:"37 (1'2-63) l'l1~t:\tt»:'\\\'E:\I.TII OF l'E~:'\SYYl.:\NlA TRANSFER 1;,\IlEHlTA]\'CE TAX RESIDENT DEl'EDEl'\T SCHEDULE "D" BENEFICIARIES ."'l.".RELATIONSHIPBENEFICIARIESANDADDReSSES'(If step-children or SURVIVED 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 Margaret K.South a/k/a wife yes sui juris entire Marguerite K South , , - - \ h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE :\IATTER OF THE APPRAISEMENT OF THE ESTATE OF (Executor-Administrator must complete "As Reported"column #1.) ... >-3 ~::c....C1l C1lI'>....I'>::l til _ til 0....,::l ~C1l I'>........-0til'i:l~C1l.........g ~ ~<'+'< t%j til<'+I'><'+C1l >-3~I'>cr"Cil Cl....otiltil Year P.Il THE t No. Will Administration 1.N.SOUTH,alk/alRAN..SOUTH. Deceased Late of....BENTL.EYVILLE.. County of .WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL .....( ( (I ::u )':>.m:::o -I)if·nc:;;0--(J)(JJ(.f)-~f.1 .f.~rr··'r-:Dr {-:'-"""r(}..".....~:z:;.=:=;0 :2: 0r-:/il>."'-..-'0 ....en .. t,.,'1 0 } 1I ,\ I -( I:' I I UlC ~~>::c en en Ul 0-<: ()()()P'"P'"P'"n ca >:::::::::--...--...--... ~~~~~~ -----.....~......~a-- ..0)0 :..0).0 ::c ~~~.~C1l:::: ~n>.~(l)'g ~ CO CO ......... .~CO CO CO co ". ~~.€r.>~~~ ~~..~.;:... 'J:N ti.~.~~-.~.C":lv....~~.'*2.~..~~r.~c... ACC-S I (2-84) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANce TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR RIP~Y P~IA'I RI'IR TO / Estate ofInRe:I"N~SOt,~H ake.1M 1'"SOUTH .¥_:A_SB_·-=J'"'--N~iU;..;:';..;:t~N:....___..,...Count~- F He No.9485..190· You are hereby notified that the .or1giM1 appraisement in the estate of .t ..'",South.alt~ has been filed in the office of the Register of Wills of Was~ County on He:-22,,19M _Said appraisement reflects the following valuations: Real Estate ------'l-!'lH~it--1~-- Personal property l_7~._3_24_·_.6__7 ___ Transfers -::-:::~_.:_~~-- Total ..,...-...1...7..........>J3!.l1Ui!!!l·Ul"J'.i:Bu?~·__ 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_ Date __~I4.....!y~·.....;;2=2::.-'l.~1..:::;..96=S=----'--_Signed TitIe Note:This is not a bill. ncc-;q (6-64)._.- COWONWEALTH OF n~NN~YIN,\NI.\ T!lAN~li'F.n INm~RITANCF.TAX RF.SIDENT nECEDF.NT SOUTH,I.N.aka SOUTH,IRA N. FILE #Q485-190 November 22,1967 SUMMARY 9385-190 TtEPOH'l'OF INHEn.I'rA~CF"..:rAX APPRAISER I ~the unnersigned duly appointed Inheritance Tax i\.ppraiser 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 to the right in Schedules "A"~"B","C"and "E". OS/22/68 .2.'f~dJM11722767.I N'HE~M~CETAXJ:"ISH . Dated: FILE # OS/22/68Dated: REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for WASHINGTON , 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. 17,324.~7 :;;;;;~,4;58.~8 13,866.~~ 16,448.~8 3,458.;1;8 _ 12,990.~~_ VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $16,448.88 $17,324.~7 $-Z77(;-J--r--;11--r+-,, *----- Valuation of life estates or annuities .....•.. 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) CLEiLJ:t VALUE OF ESTATE ESTATE TAX ASSESShffiNTS $------ (::,)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. $------ COMPUTATION OF TAX TOTAL TAX BALANCE PAID ~-------- $------- $---------- $------- $-------$ *------d>~)------ FOR USE OF REGISTER ONLY T ax on $;__5~10 ~_ Tax on $10'%~ Tax on $13,866.3~=.2%$--~2~7""'7-.-3.3_ Tax on $.__15% Exemp tions=7=======:=(::,) Total Estate _ TOTAL TAX $___ Less tax previously paid *===========\:== BALANCE $_ Less 5%of tax if paid within 3 months after death $======1= BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6%from to _ FOR USE OF REGISTER QNLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with short explanation. ~""-----------.;..('----- ~ Will {.Administration ~No..'"Year . Dl THE :\IATTER OF THE APPRAISEMENT OF THE ESTATE OF J4~~4· Deceased LateOf ...~ count,.of~ Commonwealth of Pennsylvania REPORT AND APPRAISAL ... f nn . .!orm RCC-2·L May 22 1968-.. PENNSYLVANIA DATEI,COMMONWEALTH OF ................................................1.....................................................~EPARTMENT OF REVENUE ~J .- RESIDENT INHERITANCE TAX COUNTY ........#.§J............WA.§.HI.NQTQN.........BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.....................~},~..?..:I..~.9...................................... Whereas,........I.A......N........S'O.uT.H,......aka....lRA....N..~.....S.O.u.T.H..................late of ..............,BEN.T.LEYVIL.LE............................................. in the County of .............WA~.BJ.N.Q.T.9.N.................................................................................Commonwealth of Pennsylvania,having died on the ..................................7..~.ng...............................................day of .......................N9.Y..e.,ffib.e..r.......................19........6,7seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; I Therefore,I,\1.R.CHANEY an appraiser duly appointed according to law,...........................................................................................................'..........................., having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of 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 aftertheexpirationofanyestateforlifeorforyears,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpolea $ REALTY: NONE NONE PERSONALTY: As per Schedule TlB"attached 17 324 87 "TRANSFERS: NONE NOi\TE .' :JT.HELD PERS... NOi\TE NONE I TOTAL 124 R7 I17I J ,. Having been duly sworn according to law,I do hereby c~that the above appraisement is made in con~ formlty with law on this ...............u~..............day of ....................... .,.......;::::::;;:(~~........"".............."".....t:!.."""...."."......,.,"'"''''''''"""",'"""""""",,,,,..."." Appraiser -----I""·,,·,,·,,,,·,,·y·....'·'..7·"·"'..··,·,..,"",..,......·,·,',·,'.,',...".,,,.........,...,...,,.....,..........................,,..... <:.,.J .(!I\Imbor and Street)I .......".........................'..~......"..~.".~::4.:~~......::':.:~.."..."..".."."""",,.......,........Pe a IPelt OflIee\ \vASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of I .•N.•....sOliTH..aka...lRA...N.SOUTH Deceased. Late of ................B.~NT.L.~XYI.LLE....................... Date of Death,..........N9..y.~mb.~.:r...4.4..,1..9..6..7. Appraisemel!t Docket Vol.,17.. Page,7..3.7.9 No 9.4.8..5.7..1.9..0 Filed in Register's Ofjice,....M.a..y...2.2.......19.....6.8 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.~J '~,.":I •.f.,,~'"'Il~t,i~..tr:''''",11':~,J ~,Wrote abo.ut Apprmsement;''..:..~:.~;".,.,.;,.,.,,I....UI"_"'I'~1I'M __.'..i ..···············..·~··..;..···..··v ·i'..-\··,,.,,;.. ,;T ,h l .'"1""• A al f A j,..,,.J .,,'•.~ppe ,.om pprals~merrt,...':1..... ~~;:;~~..·:..·;~~·;~~~~··.·~;lT.~·.·~·.f·.·.r r·.·~. .1 \. f '", COMMOtiWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 October 29,1968 William R.Chaney,Chief Appraiser Inheritance Tax Division 244 Washington Trust Building Washington,Pennsylvania 15301 Re:Estate of I.N.South File No.9485-190 County of Washington Dear Mr.Chaney: We have your letter of October 25,1968,wherein you have confirmed that the valuation of a 1960 Pontiac Sedan owned by the ' above named decedent at the time of his death was the sum of $300.00. This information is submitted in connection with an error appearing in your appraisement of May 22,1968,wherein the automobile was identified as a 1964 model and valued at $1,000.00. Since it has been clearly established that the automobile owned by the decedent was a 1960 Pontiac Sedan with a valuation of $300.00,you are hereby authorized to amend your appraisement,of May 22,1968,by (a)correcting the description to show that tne automobile is a 1960,and (b)reducing the valuation of this item from $l,Ooq.OO to $300.00.Having made this adjustment to the appraisement,you will find the gross taxable estate and the clear value,or net taxable estate are reduced in amount to $16,624.87 and $13,166.39,respectively. Very truly yours, ~~~~ Robert L.Schrift Inheritance ~ax Division For:Richard L.Witmer,Director Bureau of County Collections RLS/ans cc:Russell Marino,Register of Wills cc:Charles C.Keller,Esquire East Beau Building 68-70 East Beau Street Washington,Pennsylvania 15301 TS,FUNERAL EXPENSES AND EXPENSES OF SOUTH$a /kLa 1M N SOTJTH .0EC£AeED,AS DEDUCTIONS FOR D.Y~~~7!~(:~L" ADMINISTRATION SUBMITTED TO THE ESTATE OF 1.N INHERITANCE TAX PURPOSES. SWORN AND SUBSCRIBED I!EFORE ME THIS 3rdm~~,.68e.=--...h O-~::a;-- Mary Jane Smith,Notary Public WaShington,Washington County,Pa, My Commission Expires Ftlbruary 28,1969 --. c -/ Form RC C·lO •D!'DUCT10NS ALLOWED IN..,- OFFICE OF THE STATEMENT OF DEBTS THE SUM OF ............$......diffltl... REGISTER OF WILLS OF WASHINGTON AND DEDUCTIONS DATE APPROVED ..........S~:;~:lf·COUNTY AND AGENT OF THE COMMONWEALTH 3~~(2 ')~ ~Yo Ja<%~/k?dr,?t!/7~$-,44--£--0..;-9£/ls-/fO Register of Wilis,Agent ESTATE OF -.:.Jhf9?'SMut£t/a LATE OF Bentleyville,Washington Co.J Pennsylvania DATE OF FILING APPRAISEMENT ~--;<ci-tf DATil OF DEATH November 22.1967 DATE NO.OF NAME OF PAYEE REMARKS A"'OUNTVOUCH..Jlt 1?/4 HlR7 .T '.M DonO"la!':ReO"ister nrobate will and letters 23 50 1?/7 lQR7 W::lghincrton County Renorts advertise letters 12 50 .1.2 /~lQ~7 nl'>n::l 'Y'tl'Yl pnt of·Hevenue transfer of license 4 00 1 /1 n 1 QRR .Togpnhinp M Doncrlas Rep'ister short certificates 3 00 ?/?1 lQRR V::lllpv Tndenendent advertisinO"letters 10 50 11/?P.Hl67 Mon Valley Independent daily newspaper bill 1 20 11 I?R 1!=lR7 p'tghll 'Y'Q"h Post Gazette daily newsnaner bill 2 10 11/2R 1!=lR7 Glick Brothers food bill 77 00 l?ff1 1 Q~'i rr'l,nl'Yl ngnn li'nner~1 TT p 11 IQPQ 1 7~8 75~. 12/4 l!=lR'i "Rpntlevville Telenhone Co.telenhone bill 27 84 ' 1?f~lQ~'i Ri('h~rrl D iak .nl rTY '•26 00~w 0' 1 IR l!=lRf Hoaks Garap'e p'arap'e bill 62 42 12/1?l!=lR~Holev's O"araO'e bill 18 33 12/1 1!=l6'TJtilities water and Q'arbaQ'e 7 75 12/1 1~6'Eonitable Gas Comnanv Q'as bill 19 59 12/1 196 r West Penn Power Comnanv electric bill 12 26 1?/1?1!=lR r Hollowood Plumbinp'&HeatinQ'renair 211 90 1?/1P.1!=lh'"Rpntlevville Telenhone Co telenhone bill 18 13 1/16 1961 B A.Sicchitano insurance nremium 66 60 1/10 ,1961 EdmundI s Jeweler 'clock renair 3 71 "314 "1~61 ~Yarcek hearinO"aid 6 30 3/18 1961 Charleroi Monessen Hosnital hosnital bill 42 10 MarO"uerite K South family exemntion 1 000 00 Rnggpll M Marino ReO"ister filinO"Invpntorv 3 00 +n+",1 3 458 48 COMMONWEAL.TH OF PENNSYLVANIA }ss:COUNTY OF WASHINGTON I.MA RGA RET K ~OTJTH.a/k/a MARGUERITEK SOUTH HEREBY CERTIFY.THAT.TO THE BE.T OF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEB '. ,. ;:;II ;-:'[Yl_L /. '.I •~I . "1 '1-t:'1luI1.;.,) RUSSELL MARIN'a REGiSTER OF WILLS DEDUCTIONS ALLOWED IN.YZ0 /b .ffOTHESUMOF$<........ M"mROV"<~~~f~J STATEMENT OF DEBTS__t>...· AND DEDUCTIONS SUpplemental&-~J2/% SOU ESTATE OF I .N.SOUTH A/KlA Ira N.LATE OF I03 Pltts'bQP6h Rei.,BeJllit,leyv111e,Pa'. DATE OF FILING APPRAISEMENT May 22,1968 OAT&:OF DEATH Noyember 22,1967 REGISTER OF WILLS Form RC C ·10 OFFICE OF TME OF Washington COUNTY ~;'THE r7;7:ro AMOUNTREMARKSNAMEOFPAYEE Olarksville Ghristan Chure 100.Rev.A.J.MeCloy Pil.rim Holiness Church 10 .00&Rev Jack Peas. NO.OF VOUCHIl'lll:DATE COMMONWEALTH OF PENNSYLVANIA COUNTY OF Washington I,Margaret (Marguerite )K.' }ss: South-Exeoutrix INHERITANCE TAX PURPOSES. CRIBED BEFORE ME THIS ~7" '-===:::-:~--~=:f;;~~--::;r:::;"L-#--::-"lSI U- WASHINGTON CoUN1Y 70 E.Beau Street .15301 .Washington.Pa.M 28 1972- My commission expires ay , " \ ., <,j ,~ rei C.? i\) l:) --. \........) ISAAC CLAYTON KELLER Cbarles C.KeUer lseo,cClayton Keller "lsi Charles C.Keller,', KUDXXX. .~ 68April COpy OF INVENTORY Notary Public lsI Mary Jane Smith (Notarial Seal) Mary Jane Smith,Notary Public Washington,Washington County,Pa. My COl1)mission Expire~ Fllbruary 28,1969 Jnurntorg atro ~ppraisrmrl1t of th~goods and chattels:rights,~~credits which were of···········t~C·..CtiA:YT·O'li··KELL·ER··..···~······:···...:·late of..······Bo:rou·gb:..V'f..·(';a1tJodrta ···:·..······ Washington County,p'a.,taken and.made in conformity with ihe abo'Ve aDidavit."".' "DOLLARS CENTS 1952 Ford AutomObile TOTAL 5":"071 '64'