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HomeMy WebLinkAboutOC1968-1035 - ESTATE OF GROSE,.f \.STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountan't being duly sworn according to law,depose s and sayS that the above account as stated is true and correct as h_e._..verily believe, Sworn and subscribed before me this _ ----------------------.19__6_8 .. .,.--<,.;.,~~_. ,:~~E~~~~i~~~U~~~~TY.Rr~'ON WIRES JUNE 16,un Wa1shington County,ss:....... ·!(Z:_{_.~:_4~~~£.C~~.Hi I do certify that I.have given legal notice to all persons concerned of the filing of the within aC50unt in the'manner prescribed by Sta'tute and Rule of Court,as evidenced by proofs .'.~3-t!-C,I "3 a....thereof filed to No,, Witness my hand and official 'seal this_J_t.__ilL/... day af..~19..t..f \:i!~~~;.1}._~q~----------------·-·----R:~gi;t~~--~f:\Vi-ii~---· ,....--d "'"'"'"'0 ....§~I 'i ::l Q"'"'0 "'"'~Q ~::l 0 ::l ~= 0 ..Q)vi 0 '-Jj <:.l i ..cl ....<:.l<:.l f ~fI "'"'0 ~!<:.l CU -1 IL -1~r ,...0 ,!<l '<Ii~"'"']....'~,cD .... '"C Q)t 0 "i Q)6 ....~9 ::"'"'h~t:!Q)0 Q) t+t'<...r~-:·,I Ul 'S ~I0.:Q)....~~"'-.J L!11 ....iE ...:02'].A \fti "'"'N 1:<1 en ~.../;//0 "'"',"'"'-1 0Eo<i .i ~(!~-1 ....::l ., ri.1 <:i \nEo<0~~~BUss,-,·.<:.l '"Crn<:.l ~ri.1 ~'{(tel ..I ,."-<>l <>l )...!--•\J S]""l...:(;.,r ~!Iro~~~'."0 ....·\Y ~....\Il!.......1",/:a iJ:>~;ir/~LS ..;"'"'\--"'"':Ul ~:~j = ~'~.~.~ 1 ~0 Q)~ti ~.~"'"'..cl1~"'"'~~~0 ~11~ '"C ~0 ~a>Z -1 ,.... l I ..... ...i ..,.,~,.. j ~~+<'-'~ ".... .-' "',;- I<>- -~. ~.............,'" •• ,, ,..- .. Washington County RepOrts· 63 SOUTH MAIN STREET WashiogtOD,Pennsylvania (PUBL.ISHED 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 WASHINGTONt STATE OF PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: .......f.~p.;r.~9:r.Y ~.?..l .. .......Mar..c.h S..,.J.2..,.J.9..6.4 . 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 ,hi.,fRd,.i,,.W[!l;;i~~~:?£~:~ ---'-Editor .....t~.da?'of...:A~.r.~,196...4 ........~..e.:. tary Public KATHE~rNE C.YARD,Notary Public Washington,Washington C pMe'.0.,a.y ommiSSIOn ExpirllS November 1,1969 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.--.....................;, ,GROSE,HARRY W.,Dec'd. Late of Washington,WashingtonCounty,Penna.Executor:Aubrey D.Higginbotham,117'h E.Chestnut Street,Washington,Penna. Attorneys:Tempest and Simmons,Second and Chess Streets,Mononga- hela,Penna. Personally appeared before me,a Notary Public in and for said county and state, __..__~~~:r._:L.'!bg~.p~tQn_,who,being duly sworn,deposes and says:thaL__.._shs__.__is the __QQ_~~~~:r.______________of The Monongahela Publishing Co.,a Pennsylvania corpora- tion,and its agent in this behalf:that the said company is the publisher of The Daily Republican,published daily except Saturday and Sunday,having its place of business at Monongahela,Washington County,Pennsylvania;that the said Daily Republican was established in the year of 1846;that the printed notice or advertisement,attached hereto is a copy of a notice or advertisement,~xact1y as printed or published,which appeared in the said newspaper in its regular issues on.the following dates: In compliance with the Newspaper Advertising Act of May 16, paragraphs (3)and (25l. County of Washington }ss: State of Pennsylvania MONONGAHELA,PA. PROOF Jz-o d IJ __~••..~_d I -~~E;hATE NOTICE \.Estate of HARRY W.GROSE de- ceased.late of Washington,Wash-:ington County.Penna.IJLettersTestamentaryuponthe~ above estate having been granted!to the undersigned.notice is here-, by .given to'those indebted thereto!to make immediate ·payment.and to those having claims or demandstopresentthemforsettlement.Aubrey D.Higginbotam.Executor 1171;2 E.Chestnut StreetWashington,PennsylvaniaTempestandSimmons.Attorne,.Second and Chess Stre,etsMonongahela.PennsylvaniaMarI1,18r 25,1964. 1929 P.L.1784,Sec.3. REPUBLICAN PUBLICATIONOF DAILYTHE ......~:r..g~;U_.t ;I,~_L_G.5._,_..19_6l.,------------------------------------------------.-------------------------------------.--------------- ___________~~~_~_~~~_f !!.~~y.~:~g:r._<:l~~_ that the affiant or the corporation in behalf of which ~~_~_________is acting is not inter- ested in the subject matter of said notice oyat\vertising and tha(all of the allegations of this affidavit as to the ~::~_~~la:~~_~~1t~--t~e--.'~ati~n _::~~~e. Sworn to and sUb~ibedbefore me this ...(.;i?A.j..r-g'd,'Y of ....-;0-0 ---....-.196 ~ c;AiltEj iii~"~~N~;;;;;';~bii; M:J:;01iGAliElA,IVASrIIN5:N/~JmY -,'(/ MY COk,'.jf,5!G;l Ei:?!ii:5 SEf'ff:;:~'"14 1967 IN THE ORPHANS t COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE:) ) ESTATE OF ) ) HARRY W.GROSE,)No. ) DECEASED.) ~~-/rr-,_---"I_-__O_~__-Of 19 ~j:~ OF HARRY W.GROSE,DECEASED, THE FIRST AND FINAL ACCOUNT OF AUBREY D.HIGGENBOTAM.EXECUTOR OF THE lAST WILL AND TESTAMENT ..'.~ lATE OF WASHINGTON:t PENNSYLVANIA The Accountant is charged as follows: PRINCIPAl.PERSONALTY; To Amount of Inventory &Appraisement as Filed $.700.16 From Income Realty to Pay Debts &Costs of Administration 2,996.44 Total Principal Personalty $3,696.60 INCOME PEISONALTY None None PRINCIPAL REALTY To Amount of Inventory as Filed $3,000.00 INCOME REALTY Total Rental Received by Executor from June 27,1962,to September 6,1967 $2,996.44 TEMPEST a SIMMONS Transferred to Principal Personalty To Pay Debts and Administration 2,996.44 Balance None SECOND &:CHESS STS. MONONGAHELA.PA. Total Charges $6,696.60 I'"'"' The Accountant claims credit as follows: Administrative Expenses 1. 2. 3. 4. 5. Executor's Commission Tempest &Simmons,Attorney's Fee - Washington Record Co.-To Adver- tise Estate,Advanced by Attorneys Appraisal of Real Estate Daily Republican Newspaper -To Advertise Estate,Advanced by Attorneys Total $200.00/ 350.00. 8.00, 60.0Q 8.00 $626.00 Preferred Debts 1.Funeral Bill Total Other Debts and Taxes $115.00 TEMPEST 8<SIMMONS SECOND &CHESS STS. MONONGAHELA.PA. 1. 2. 3". 4. 5. 6. 7. Amount Expended-by Executor to Preserve the Reil Estate (Repairs, Hauling,Painting,.etc.), Safe D'epoS"tt Box'~ilta1 Service Charges on Account at Pittsburgh National Bank -Real Estate Taxes Paid by Executor Support Payments Paid to Widow of Decedent Miscellaneous p,~yments made by Executor to Administor Real Estate Fether1in and Carl,Realtors for Commission and Disbursements '."..Total Total Credits BALAN~E FOR DISTRIBUTION $910.00 " 16.80 ~ I I41.32 ; 335.17! I, 756.00-;, i2-31.00 : : 682.11 ' $2,972.40.. $2,383.20 __s_e-=p'---t_._2_'7;....::.,19_63'-----_ I.~..,-.-,'C{lo~ .~j"~~\ . ,L~D2J 71lIII.,,+\Washington County Home I •2198 No Main St. I Washington,Pa. and Hospital / do <;])r. derms _ _~,~__...--J 4._ I I II I I Hospital care,Harry Grose,Dec.18,196 .l, to April 27,19631 15C 00 $645 00 ~1963 per mo.~9 33Paid-March 21, ~~;J)./Paid -April 16,1963 206 ~6 I" $189 31.-BALANCE DUE I(LJO~.~~~/~I /,/:~_.:~~Ir/~JI "C.__,T::.~--;,-'""'.7/... V AJ~.CtP r c;;;;:I)-.f.('V-J..04 'rT','.v - (5 :n ~N 8 Ie J ~'. ::r.-- ~"........ ~r) 8• p s~0,... ::q 0 ~\ll:I to;s .........~ c~,... '-D \»C'Q w (,.1 ~0 001•t(I) ~a•"- ~ ')' ~ COpy NOTICE OF FILING OF RETURNS AND ENTRY OF CLAIM ._~--Notice is hereby given that the property described below has been returned to the WASHINGTON COUNTY TAX CLAIM BUREAU for non-payment of TAXES and a Claim has been entered under the provisions of ACT No.542 of 1947 as amended, If payment of the amount due the sever<fitaxing distl'icts for said taxes is not made TO THE WASHINGTON COUNTY TAX CLAIM BUREAU,or no exceptions filed thereto,on or before the thirty-first day of December of this year,the CLAIM SHALL BECOME ABSOLUTE.A redemption period of one year will commence on July first of this year.If the Claim is not paid in full before the end of the redemption period as provided by ACT No.542 of 1947,as amended,the property shall be sold at judicial sale and THERE SHALL BE NO FURTHER REDE MPTION AFTER SUCH SALE. OWNER OR REPUTED OWNER DESCRIPTION OF THE PROPERTY r Harry Grose%Grendo1a Grose 22~Linn Av,. Washington,a.15301 L Date of Notice:~~~??.!.,19.?.~._.. --, .J (61JC.~Q.•.&$..Q~.l'J...'.Eo~'iY~.~.~~~~.~.~.~_~1 ~~~~ (73-7-28) (67)City)36 &:37 Sumner Ave. .··.-..-·e·i-ty--)·$-(·2GOO)..·..·-··· ····..· . Soh.($2160)(6fn··..S·a~;..··..····..···..··..····_·· ··. District..WASHINGT.QU.,3.r..d_WA.-.RP PLEASE RETURN THIS NOTICE WHEN MAKING ."..,;J.t>9'1 ?':lInterestattherateofSIXpercentperannumISchargedbeginningMay1oftheyear,follOWing the year t~the tax was levied.ADDRESS all commun ications in connection with claims to: Al\'lOR FLENNIKEN,Director Tax Claim Bureau Court House Washington,Penna.15301 PAYMENT NOTE: Make checks payable to: WASHINGTON COUNTY TAX CLAIM BUREAU ~9 Year Kind .Amount of Tax Penalty Interest Costs Total JmIlK 1967 COUNTY 10.21.L 1.02 ,S:h 35.07 JUK!it 1967 SCHOOL ,n~AI,t;.2q "1.~,1.7 .h8 HI 1967 CITY,ROAD Ll8.00 2.1.L0 2.88 53.28ORBORO Posting Claim Cost /'I)i) N<?~{C6'7-4100 Costs of Notice I 2.00 2-e7-.8't'Total of Claim Due , , I Affibuuit (@f 1£xrrutnr (@r Abministrutnr ~tatt of 'tnusylnnnin.f !Ut: Cllnunty of DlIaslJingwn ( Personally before me,the undersigned authority,a P.:.9..t.?.~.y p.~Qlt..9._in and for sa'id Oounty and State,appeared AP.J~R~.x P...!.HlG..Gl;N.~.QT.B.Al1 ____.__._who,being duly sworn according to law,deposes and says that he is the executor or administrator of the estate of ................._J:JAR.RY W..!G.R..Qs..~.:J._deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of JiARRY.W.•...._GRGSE __, deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real 'and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. day ?::arn_:~~~~_b~~b~~ef=this-__}...0_-:...4.:_.....A•••__•••••~••••~••••,,:::••••~•••~••~••'!'1.:"~~fl~~~........J~UBL~....................................~..'::::::::.~~Execut9~~~~~iX. MONONGAHELA,WASHINGroN COUNTY ADDITIONAL INSTRUCTIOANuSorey D.H~gg~n ot MY COMMISSION EXPIRES JUNE 16,1961 1 1.An inventory must be filed within three months after appointment of personal representative. .2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,Over $10,000,including Copy of Will;1 Original and 3 Oopies and 2 RCRI-33,Over $50,000,including Copy ofWill and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.1.513 Sec.5.2,72 P.S.4844.2 lInurutnry null .i\pprai.armrut of the goods and chattels,rights and credits which wer!! of._._.B.§!..~~y W.~.._G.~.Q.~.~__.late of..·..W~.~.hJ.:!!K~.9..P.:.L ?.~.P.:P.:.~y!.Y..~P.:.~.~..___ Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS REAL ESTATE:ALL that certain parcel of land and dwelling house known as 38 Sumner Avenue,Washington,Pennsylvania, which was conveyed to Harry W.Grose,by Deed dated the ~~_day of :fAA},19~,and recorded in the Recorder of Deeds Office of Washington County,Pennsylvania,in Deed Book Vol.ILf I ,Page "5 I .3,000 00 PERSONALTY: 1.Proceeds received from Metropolitan Life Insurance Company.700 16 TOTAL ESTATE ;.~-~ry ----.-~:J -t F /t.-1c.3 s- .pi-/I~/ Inventory and Appraisement IN THE ESTATE OF HARRY W.GROSE Filed .2i....:~J.g __,·19..d ~r'l=?c',•r ;0:;--,'/)r·.•."-.-~-,- ~{.-;: i7j-~~~ f-'~coO ,.,r 1I,t~ r:~ f"...... ~....--,, '-.J.. t:.J 1- -I •--.j'- r,j r::::; TEMPEST &SIMMONS ATTORNEYS AT LAW SECOND AND CHJ<..SS STS. MONONGAHELA,PA.. ~2 vfl~ :!J 7fA-~ / JEROME HAHN ATTORNE:Y AT LAw 211 WASHINC3TON TRUST BUILDINC3 WASHINC3TON,PE:NNSYLVANIA BALDWIN 5.4900 •5.4901 August 30,1968 Mrs.Grendola Grose38SumnerStreet Washington,Pennsylvania RE:Estate of Harry Grose,deceased Dear Mrs.Grose: I have notice that the Audit of hearing in your late hus band f s es ta te,wi11 (Je held in Coo.rt on Monday,Septem[)er 9,1968,at approximately 2 to 2:30 P.r'.~.The·Court is starting hearings that day at 1:30,but there are approximately 25 caseslistedbeforeyourcase. It will be necessary for you to let me know in advance of this hearing date,whether you have any ojjections to the account. In fact,the Law requires that ~ritten ~bj~ctions be filed on or before the day set ·for Audit.You are welcome to come in to see me concerning this,but be sure to phone me before doing so, as I sometimes go out of town • .JH/dlh ~ .",'"~J (~; 'r -\ " ( I, I .... .". ,~ j. ... ), ~," ,",11 " ,\ t, -, ( ',' ,, '. ~ .p' ... 'I . \" " ,) I ~, " " '- ;, " 'I, '. 1'1 ,I ,- \ " ".J '" JEROME ,HAHN ATTORNEY'AT LAW 211 WASHINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA' (.,', " 'r ~ , {I " II ". (1 I, '1 .' ,' IN THE ORPHANS'COURT OF WASHINGTON COUNTY IN RE:ESTATE OF HARRY W.GROSE,NO.1035,1968 A.A. TO 'rHE HONORABLE P.V.MARINO,PRESIDEwr JUDGE OF SAID COURT OBJECTI NS TO ACCOUNT AND TO PROPOSED DISTRIBUTION AND NOW,September 13,1968 comes Grendola Grose,Widow of the within decedent who makes and files the following Objec- tions to the account filed by Aubrey D.Higginborham,Executor of said Estate and to the Proposed distribution and balance of said Estate for the following reasons: 1.The Accountant has failed to list and explain with sufficient particularity the item in the account under "Other Debts and Taxes,"being the amount expended by Executor to Preserve the Real Estate (Repairs,Hauling,Painting,etc.), "$910.00. 2.As stated in Paragraph 1,the within Widow cannot determine and did not have sufficient notice of these alleged expenses to determine whether or not they were in fact incurred and made and to determine whether or not they were reasonable and necessary. 3.The Accountant has failed to list and explain with sufficient particularity the item in the account under nOther Debts and Taxes,"being,"Miscellaneous Payments made by Executor to Administor Real Estate,$231.00." 4.As stated in Paragraph 3,the within Widow cannot determine and did not have sufficient notice of these alleged expenses to determine whether or not they were in fact incurred and made and to determine whether or not they were reasonable and necessary. 5.That the within Widow believes that there is entitled to be given due notice of these items,as set forth in previous paragraphs herein,including the names,addresses,amounts,and purposes of said alleged items of expenses. ~~6.That the within Widow had/advised and therefore .~l~ believes that the funeral bill expense of $715,whicEf'set further in the account,is not accurate and is not the proper actual expense of said funeral but that the means of proof of this averment are in the exclusive possession and control of the Exector. (.. -2- 7.That the within Widow objections to the within Executo being awarded any commission as Executor unless and until he accounts to the Court and to the within Objectant in a satisfactor, manner as to the items complained of herein. 8.That despite request of the within objectant to accoun. for,and explain the afore said matters in a sjtisfactory manner said Executor has failed to do so up to the present time. 9.That the within objectant requests your Honorable Cour~ to surcharge the within Executor with the amount of money found to be due from him to the Estate,because of the within matters complained of and any other improper matter determined by the Court. 10.Also,the Objectant herein requests your Honorable Court to change the figures and amounts of the balance for dis- tribution in accord with these objections • .b,~~/.h~. ~i)4itJ4'/ ,.' , ,~"'.;.,'"~...~- ~,.---~.~~'.-- " COMlVIONlv'IJEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON Grendola Grose,being duly sworn according to law depoaes and says that she is the widow of Harry Grose,deceased;that the objections above set forth are not filed for the purpose of delay, but because it is believed that they raise proper questions re- garding the assets and liabilities of decedent's estate and the balancB available for distribution to the parties fairly entitled thereto,and in order to prevent injustice in the administration and distribution of decedent's estate. Sworn and subscribed to this 13th day of September,1968. Notary Pub lie :...~j¥'MA'E l-lERCEG ~~.,IBn-;~'I~il~llC.i Washington.Washlngtoil ~, I~'Mi'C:QmmiSsIon ~IlJtes.J!lII.ll ~~i Jill;.....~-'.I .'-. ......:..: PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form./ Estate of H~.;:~y ~~9.~~.~~_.._.._.-__..__No 1Q}?Qt ..1.~.§§_ , Fiduciary ~~?~~.y'..P':~~.gg.~.~?C?.~h~~,. ........................j~.~:J;~!...'~~·:,..n.?~.~J,L~.:'.~..r:o.~~:..........~~.~~g!;9.~,. QI.'<>'~~"I!I:?~c~~~edjJ;r;.~ICt.tf:;Sl e t;;Jf.:G nr:0 ~~cl ~~~ Decedent's death Al-g·Jl..?:.7.~..J9..9.J :::_.Grant of Le1tters Ap.xj,1 ~.9..,1.9.Q.3.. This is the.:.¥.~;'.~E ~g~f.~.~~J account filed in this estate .,''_,_~.i·~:'·It~..l ......"..·".•·>:.If h h r·o qi.f.'r f'~,.".~~""~."'if''1'::.1'\/)''''h'>.'("f'"•..:'"1 •b·•d'None o't ere ave ueen ormer accounts I eu In t I,S estate,1st I e numuer or num er an term ·. Election to take Under or Against will..(cross out one) Date Election Place of; Filed NQn~Record ~.Qn~. Name of surviving spouse G.;:~~~~J~...G.;:Q.I?~_..__~_ _ _ _.. List issue,where material: NON E Did decedent marry after execution of will?{indicate}~,No.Any children born after execution of will?{indicate} ~N .If'.th ._.0.•None T".~~'••".0,answer yes,name el1J.._.•.....•...."'.:,••.....~__.__.__. - - -______--___- --.;;-_--.-. Leg.atees Grendola Grose Relationship Wife Interest Fiduciary,if deceased or not sui juris Entire Estate None If, List,if''exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: ....,.......-- No Exceptions .'!J-"'.If partial Intestacy,give facts: 11..'. None Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~._ If any exception give cause:NQP.JL . File copy of Notice IJ ..']-)9'-g and date of mailing 5.e~i.1.glg ~!?:. Is estate subject to the filing of a Federal Estate Tax Return?No . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~.<?~.~. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . .......................................................~Qg~. 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. 229.85 $399.70 . . . . ... .... . . ... . . . . . . Department of Public Welfare Room 804,300 Liberty Avenue Pittsburgh,Pennsylvania . . . . . Washington County Tax Claim Bureau Washington,Pennsylvania..... Tempest &Simmons,Attorneys Attorneys'fees $350.00 Advertising Costs 16.00 Filing Account 3.00 Filing Account 19.00 Probate 12.00 2. 3. 1. 400.00 4.Aubrey D.Higginbotham,Executor's Fee 200.00 TOTAL $1,229.55 Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: NON E Balance'for distribution per account, Itemize any additional debits not shown by account:$?,}.?~.=.~9 . Balance held by Fetherlin &Carl,Realtors Total additional debits (Add) Itemize any additional credits not shown by account: 227.29$. '1' ....~ Total additional credits (Subtract)$None._---_- _-. Balance for distribution $.._.?,..~.!9.:.~.?. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Real Estate held in kind,appraised value. Cash,(Fetherlin &Carl). . . . . . . . . Balance'in Estate . Deposit .'.. .... Amount due Creditors . . . . . . . . . . . . . Balance due to"preserve real estate at a value of $3,000.00 . .$3,000.00 · ...227.29 $3,227.29 · . . .2,610.49 ...$616.80 · . . .1,229.55 . .$1,846.35 '\.. If F '1 E t'I". d b P ... I f R d'NoneamiyxempIoncalmeyetltlon,give pace 0 ecor . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.. Family Exemption claimed by: Grendo1a Grose,Wife -Same household at time of death. List any advancement or distribution on account that has been made,and nature and amount of same: The account shows that the sum of $756.00 was paid by the Executor to Grendo1a Grose,the Widow of the decedent,for support. \, 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: In order for the Widow t·o.take the real estate subj ect to all claims, except Estate and Administration costs.,it would be necessary for the Widow to pay the Estate the following: Attorney fees plus costs ......•...$400.00 Executor's Commission 200.00 Inheritance Taxes Undetermined Audit ·Costs ......................•.Undetermined $600.00 plus taxes & costs COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, .~',.~...--...-, Less 227.29 $372.71 plus taxes & costs being duly ~~Q);.n doth depose and say that the facts set forth in the foregoing petition are true to the best oL h~.~knowledge and belief. __..SW.9..~IL to and subscribed before ~e th;s-3l-Kda~Of~~:~_l.9__~et Signature of Officer....._~..,...-',~ Title of Officer N9.t~J:Y..J~g9.J..J£..:. Office expi res J.1-H-1§..J§.,..J..9.§.9.. And your petitioner will ever pray,etc. .~0!~""""7~"~..~ .~.. ,::ot:--::~_O-~:~::'::~~-?-:~::-:------------ ••••••••••••••••••••••••••••••••••••••I Deceased Fiduciary..~~!?~~x...:'?:....~.~.~~.~~!??E.~~~!. ......J~.?S.g ~.1J.t;:.9.~. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:po rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above.. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. TEMPEST &SIMMON ------~~ ~2 •,'It..•.' ~':",.., , i .;.,...,.'',' " , Ii J I/.' f ;..,, " ... '..' ..,~ "",''". .. " ,'-.,f... '..- " .~\. ... ..J'...L j ... ,J , " ."1', '" " '.1,.'...~' ...., ""Il: ~. :... '. .J '""''..,.J;....:, •''\.01'''' ,__t~'So -i. '"'' "\'-'. '".' h' ~;.."...,'':r ~~ ~"''', ,,,l ".;.... ",.,/"' ,.'''' ,~.~-. ".f '. " '. ~,-. . i " '..A- ..f~'" '><~'"~~", '; ....' ,,'.It. .,';-'.'·t ,~ :( ".. <.', ,.. ,'. j.,••: .~;;'.,"... .. ............--_--.......;.,...._.~••~Ill•.""'.'';'."".'.'.;'$.."~:t~,orriey"fo~;Attbrey.D~Hi.g~lnJ.)ol:1lf~tn, .';..~;.•,'.:.Execij:to~I"'~ ~, n,' " ,'i,t·', ,i .,' .' '.' '. ,' '"" " <,' /' 'f '.." ."--. .'Ii ,~• f DECEASED '''',!..-'.. .~. ,~'..... 'j ~..... '".,.'.~ 'i' ,... .' ••j.~. ,'.•..."....','i'- ,\ ~*.. ,.'~'. ~, ,. .4,:~: W'~-:..' .,.."'"., ,'; 1--.~~•';""".'",",'.'~~ ~. .. " ,,'~ ".,,.:' ,... ;~.....!~~. '.~"l"~',"'",':'-,',":,,'.;.~-:.''..!,:,~,~~',:.:.,.'~_",""..,,"''''"',.~";"., You ate hereb~,,n.ot.!~,.~~P .th~t A~br.e1)~;~,H,igg1nbo~~J%i;''f. ~...~~.."tExec~tor<of the'~fi,t.t~.of·Ugt:;y 'w~..~'q~ose,;;D~cea,sed.MS..£~ted his: •.....';'.,--..";;"",.t·~""'';'''-1:::'of'"""'~f'" •~"f ~t actount ~s su~h exectitor'l~';h~"'~:~f~tC~';"Of~;~6~:R~&i$~er~of..vll11S,Of \,~,. ..~r ,",',::1, " Washington c~\nftYt P~nn~)t'l~an'1a~:'an~the ,'.. "",:','•/~'""••',",".",J.,.'",;,"','"'.•~." 8ua,1;ti:'the week,ot Sept'enwer.9,t';11.~68t.'i~t~~'Grphads,OCourt ot':.", .'.'",.",.,''",-t~~...;';'",','', ,Wash,l~gton d'otiru:Y't W(($ldngto.n.c~?et'lgsYlvanlat befo.re,~tbe J~~g~...of,..~:...~'~:t ~,~;t.",'!~':':~...~r- th~O~pb8ns··\C6qrt ,~i:Whicb;t'fht~'.·::~~'titlon.~qr.clls~rtbu~iort w,!ll b~"Pte~en,ted·:.n:~the'C\)\.\l't wu.i;"p~aek.:c!t~~O~1~~~e,jat~eeCooo ,.,..,..;. ..i:'<,·(,.....~1 '..It ,, ,. ••J ,., -." ,, IMMONS, 223"SECO"R~ET~ MONONGA .. .. '.."-' ,< l ' lin tqt (@rp4ana'etrnurt nf lIaaqingtnn etrnuntl1 In the matter of the Audit of Account in / Estate of_-=H=a.::.:r_r~YL.-W--=-.--:G:-r_o.:......:.s_e_''--1 Deceased TO THE AUDITING JUDGE: 1035 of -.68No.,,19__,A.A. our AccountantsEnter--_~appearancefor ----"~ ~ST~~~r~ 9th/ay of September·,19~ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. I No.1035,of ,19~,A.A. In re Audit of Account in Estate,of Harry W.Grose, Deceased AUDIT 'rnttipt fur !\pptnrnurt FOR Accountants TEMPEST &SIMMONS By Clyde G.Tempest ~2 TEMPEST &SIMMONS ATTORNEYS AT LAW SECOND AND CHESS STS. MONONGAHELA,PA. Attorney .surviving spouse.' My for Grendola Grose.Enter__'-"'--appearance • .-'/3Jn t~r (@rpQuns·(!lourt of lIusQington arnunty No.1035 ,,19_6_8_,A.A. TO THE AUDITING JUDGE: Estate of:__....:H:::=a.::r-=r~y'L-..:..W:....:.:.--..::G.::r....:o:....:s=-=e ( In the matter of the Audit of Account in (/'. ;i~~l~'.9·day of Sep tember ~9~ 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. 1035 68No.,,19__,A.A. In re Audit of Account in Estate of Harry W.Grose AUDIT Jrarripr fnr Appraranrr FOR Grendo1a _Gro.l!_e--,-_ surviving spouse---- ~~\iI"2 CLYDE G,TEMPEST ATTORNEY AT LAW SECOND AND CHESS STREETS MONONGAHELA,PENNA.15063-2398 412/258-3030 June 21,1988 Daniel S.Svidro,Esq.,Audit Clerk Washington County Court House Washington,PA 15301 In re:Estate of Harry W.Grose No.63-68-1035 Dear Sir: Please be advised that I have made an extensive search of the records in Washington County,Pennsylvania,and have found no Department of Public Assistance Lien entered against Harry W.Grose.The only judgment found agains't Harry W.Grose pertaining to assistance or similar type payment was by the Institution District of Washington County,Pennsylvania.This lien was entered on or about February 27,1963,at No.176 Feb- ruary Term,1963,D.S.B.I checked with the County Solicitor and the Commissioners'Office and they assured me that they have no way of determining the balance due,if any,on such a lien entered in 1963. Also be advised that this judgment has never been revived since the date of entry,and therefore',I do hereby certify that this judgment as entered at 176 February Term,1963,D.S.B.,is not a lien against real estate of the named,Harry W.Grose. Also be advised that the Department of Public Assistance in Harrisburg has no record of such a DPA Lien being entered against Harry W.Grose. For your consideration I have enclosed herewith a copy of the Reimbursement Agreement entered into by Harry W.Grose with the Institution District of Washington County,Pennsylvania,and have also enclosed herewith an Order to Enter Satisfaction of Judgment prepared by the Department of Public Welfare for the /~ Daniel S.Svidro,Esq.,Audit Clerk June 21,1988 Page -2- Estate of Grendola Grose. It is my considered opinion that there is no liens against the real estate of Harry W.Grose,as the same may have been entered by the Department of Public Assistance. Unless I hear from you to the contrary,I will prepare a Certification of the Real Estate to the Estate of Grendola Grose and a proposed Decree. Enc. /gr ·1';-----------------------------------j~. "''1 I ( ( ,...'J~•~" Record NO.M :M _M_.•_M._•••••M..M '.M .. ,'I I; N~e.._..__,.___.._~..,;:_ Address _,__:_., Itimbursrmrnt !\grrrmrnt(.. .(Of..l;Jf.t~h.L~.~county,Pennsylvania,acknowledge tha~my real and personal property is liable for the repayment of maintenance and support,granted or to be granted to or for me and/or to or for my spouse,minor children or parents.The purpose of this agreement is to give the Institution District of Wash- ington County,Pennsylvania,a lien on any real property owned whoIJy orin part by me while maintenance and support is received as above. In order to cj\rry out the purpose of this agreement,I authorize the Prothonotary,or any Attorney,'of ,eoy Court of Record of Pennsylvania,or elsewhere,to appear and to enter judgment against me for the sum of Two Thousand Dollars ($2000.00),plus costs.This judgment shall bea lien upon my real property,and be collected as other judgments,except as to the real and personal property comprising my horne and fur- nishings,which horne shall be subject to the lien of such judgment,but shall not be subject to execution on such judgment during the lifetime of the inmate.It is further agreed that in the event the sum of Two Thousand Dollars ($2000.00)exceeds the amount required for repayment of maintenance and support 'as set forth above,my real property shall not be liable for any greater payment than the amount of maintenance and support,plus costs. It is agreed that at any time after maintenance and support has ceased,the County Institution District of Washington County,Pennsylvania will,at my written request,furnish me with a stipulation to be filed with the Prothonotary of the Court having record of this judgment,setting forth the exact amount of the maintenance and support received for which my real property is liable,if'such amount is less than the sum of Two Thousand Dollars,($2000.00).' I ..1 Ii ,., ........;:...'(SEAL) "·..":··""e:/J·.i.IL~._..___."._.._.." dated dated , '~..,....-,. Signed,sealed and delivered presence of .......................................................~.............................................................• ! ~li ..................................................................................................................... ..........._":~~,~. .................................................~. ~I ,f ...' .> tJt!7 / In t1Jt Clrnurt nf Clrnmmnu 'ltas nf lIIasijiugbtu Clrnttnty, 'tuu9ylnauia ®rpijau9'{11onrt IJittisiou ESTATE OF HARRY W.GROSE, DECEASED________.__=-=c.=.:= I No.63-68-1035 In the matter of the first and final-- j Account of Aubrey D.Higgenbotham Executor ADJUDICATION AND DECREE By the Court, And now July 7 '198_8_,this matter having came on for hearing,audit and distributtion and testimony taken;upon due consid~8tion thereof,the bal- ance for distribution in the hands of the Accountant is determined to be $j:::..o:...O~O~.-"'-0-"'-0 _ and the account is accordingly confirmed;and it is ordered,adjudged and decreed that the said bal- ance 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 taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION ...- ~;VS $3000.00 of Qiz.00 lZ.OO $3000.00 - ..:..~Balance Balance per account ------'-1 Recorder of Deeds,Recording 'Ce!tification real estate Paid by Executor to Preserve real estate Attorney Clyde G.Tempest, ,,' To Grendola Grose (date of death February Z6,Q 1976)real estate 3000.00 No Balance ·'Vd "0')'I~l ...qlll':l-.{,~ ""I i 1._t<::'",.....--"""t ' 12 8 " IL:..J 'nn 'j,iill ' ..I "t ~t~H T.JI I".... <" .. '. No.63--'---,-_ In the matter of the Account of of Estate of A~jubitntinn nub irarr /ff/IJ !/Il/S-J;t~&~ZfZ-d;y7 7~2 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY.PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF BARRY W.GROSE,DECEASED Date of Death:April 27.1963 . )No.63-86-1035 )(Old No.1035 of 1968 )In the Matter of the First and )Final Account of Aubrey D. )Higgenbotham,Execut ADJUDICATION AND DECREE AND SCHEDULE OF DISTRIBUTION DATED _.....:J=-u::..:l::..yL·_7~•1988 FILED _________.1988 -including the following - REAL ESTATE TO BE CERTIFIED TO THE RECORDER O~. DEEDS OF WASHINGTON COUNTY BY THE CLERK OF THE ORPHANS'COURT DIVISION BARRY W.GROSE,Deceased,to GRENDOLA GROSE (date of death: February 26;1976~all the right,title and interest of the de~edent in and to .all the real estate situate 1n Washingt-on-;o Washington.-County, Pennsylvania,said real estate bounded and described as follows: • , "...v.-.. ALL that certain parcel of land situate 1n Washington, Washington County,Pennsylvania,and being Lots Nos.5 and 6 in the Sunnyside Plan of Lots,which Plan is recorded in Plan Book No~1, Page 112,and which lots are more particularly described as follows: BOUNDED on the North by Lot No.7;bounded on the East by land formerly of Braden and Miller;bounded on the South by Lot No.4 in said Plan;bounded on the West by Sumner Avenue and extending back to the Braden and Mi11e~line where it fronts twenty (20)feet,more or less. BEING the same parcel of land acquired by Harry W.Grose by Deed dated January ,1948,and recorded in the Recorder of Deeds Office of Washington County,Pennsylvania,1n Deed Book Volume 741, Page 31. Respectfully C Y Tempest,Ks ire Attorney for Estate CERTIFIED TO RECORDER:July 8,1988 Instrument Number 10291 J -":. ," .IN THE .ORP.HANS'COURT OF WASHINGTON COUNTY, ~""~'PENNSYLVANIA o·f \ I J •'I .\:i ,• r:-.i-1 .• IN RE: ESTATE OF HARRY W.GR03E, ~Deceased. 0(~>-enzz1&1 0- Zg BEFORE: Clz :r:en0( ~ ..:APPEARANCES:u ll:l-eno .J~~TIME:o:J., :t::;. N ) ) ) )No.1035 of 1968 ) ) ) HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO, President Judge of the said Court. TEMPEST &SIMMONS,ESQS.,o~Monongahela, Penna.,representing the Accountant. Monday,September 9,.1968,at 1:30 o'clock P.M.,EDST. it is the desire of the widow to take this real estate in kind.The rep~esented by Mr.Jerome Hahn,and according to Mr.Hahn, the attorneys are Tempest &Simmons. MR.TEMPEST: Mr.Tempest? Number 103~of 1968,the estate of Harry W. The Executor is Aubrey D.Higginbotham and If the Court please,'the widow of the decedent is Grose,deceased. ~THE COURT: 1&1t-ll:oa. 1&1 ll: t-ll: :JoU .J« uii:Il.o• ~nly assets in the estate was real estate and one insurance policy in the amount of $700.16.There are outstanding claims that have not beeJ?-paid,and it was the desire of Mr..Hahn that this real estate be awarded to the widow,subject to the payment of the out- 2 standing claims .There is a claim filed ,by the Department of Public Welfare in the amount of $399.,70.There'is an agreement that has \, been signed and filed in the Tax Claim Bureau of Washington County.' , "J•There is a balance of $229.85 due on the taxes,real estate taxes. Also,I'd like to point out that the attorney's fees and the costs ",,-,,,,f·,,,:: \1 t'O• ~z<>..J>-UIZ !Z,~., 'i c',,..0I-elZ XUI<~ ..:ua:I-UIo ..J< U o :J.., :I:l-t-N advances by the attorneys in filing of the account,Inventory and ., advertising fees have not been 'paid and the executor,j,g fee has not been pai~d,which ar~a~l li~ted in jthe audit.petition.However,the re •,H ~f \, is the sum of.$~27.29 with Fetherlin and Carl Realtors of Washing on, .Pen!lsylv'airia,'which they have collected from rents on the residencl..,/' nouse. t t ...,_.''~,lI, Mr.Hahn was·to be here today,but he is not in Court.And I would like to.file these papers in this estate,subject, however,to the payment or s~me arrangements being made by the widow to pay these claims. will meet with,Mr.Hahn.and whoever else is intereste.d to formulat some arrange:r;nent whereby the attorney's fees and other matters th~t ar~mentioned may be properly disposed of.1>:3 (l'~::::r ~~kr:.j ;iJ£~ We will permit you to file the papers arid we iii0:IIIl-ll:oD.~THE COURT: I-0: :J.0U ..J<uii:II.o J •MR.TEMPEST:There is one more thing I'd like to put on the record,and that is the fact that Saturday I was informed that there lS a possible claim by the Institution District.I understand that the decedent was in the County Home for Men.And there is a po.ssible claim by them against the estate.I called them this morning and_.--:---"---~----..:~-~--------=:.-..:...-=-=~=--!-- .... 3. they wer~not able to check their records immediately,but they , these various individuals and agencies with the properfy turned o,ver said they'd let me know if there is a claim th,ere.There is a possit e claim with'the Institution'District..j J.".~"j·'.•'. THE COURT:We will try to a,rrange for a method of compensa ing· this decedent's estate? the proper tim e~ to the widow. The audit of this account is ordered clos ed by (NO RESPONSE) The widow is the only heir,yes. Is the widow the only heir,? AlI right.We ~ill try to meet that situation at . Is there anyone else in Court now interested in ,.. ." io~.M;R.T~MP~ST:. :t,!II«.;=T HE CqlJ~T:,:... ..:f·1 ~t •j ..~~ U 0:...!II o ..J« ~o::>-, xl-I' ell THE COURT: «z«~~..{:~MR ...'TEM;P~ST:. ..·.z v' Id II.THE COURT: '~,~.'• ( A UDIT CLOSED ) the Court,subject to the matters adverted to by counseL' •t-:;." iii0:Id I-0:oII.Id0: I-0:::>ou .J~(At the close of the call of audits for the day,.the followirigoccurredh ii:lL.o THE COURT:We have finished tod~y's audit list and I see we have 'some folks here who might be interested -in something.May I ,inquire?Come up here and we will see what estate you are .interes ted in~ VICTORIA ANDERSON JACOBS:Harry Grose . THE GOURT::The Grose estate was called and what we did in ~.....-"< " ;I'. .' t,.).~~..""'-~ that was as follows:we.perm'itted tp;E;final papers ,in ,that estate, ,'~ to be f{ledand Mr,Halm was to ,confer with the,"Cou:rt to evo~vead,.;.• •'.-.\,.~..."'0 ~".~.~'.'••,~.;:', could be taken care of if th~e property were ce.r~ified tp'the person :, ;~ arrange.ment whereby certain matters,referred ·toby ~r.Tempest...... •.. "who was'claiming t~e property\I.presume th,at that is you: I .'..,"•• hE said that h,e had spok¢n .to you ~ndyou said we could~h8;ve a little I suggested that Mr.'H~'hn and Mr.Terppest c'ome in to:ccm'fer with'., more time. ·'.. :5 MRS.JACOBS:z«>oJ>-III Z Z1&1II. ioI-~THE COURT: .:J: III.~ .. .;,•;)r ~I • .The widow the~e.But we ,had obje,etions ..·And, .Mr..Hahn'had s'poken to me the other d!3-y and ..f ., ,l , .," office since 1:30 now .' to them,all of them ther~. me.:j \,• ..:o II:I-'11I is oJ MRS.JA COBS:« oo:J.., :tl-I'-N " We went·to 'Mqnongahela SaturElay and talked.,"'. And then we've been fr'Mr.Hahn's·' .. the accountant.But even t~ough we have'called'Hie estate,we will permit Mr.Hahn,Mr';Tern pest and the rest of you to dis'cuss'this, when I first came here.,, Mr.,Tempest is n'o~. 't,_ ;\-. ,"1.' " ,.' ...",'. Mr.Tem'pes~,is:the attorney who reprei:?en~e No,~a niece~"',"..."': We have ..called this ~stafe'a~d I qO~'t luiow ,wher ~. What is your name'? ,V~ctqria Anderson'Jacobs...I was in to s,~e''you ,"'- .', You ar'e a ,.daugh~e~of,the w'ido~?',r ., MRS.JACOBS: THE COURT: THE.COURT: viII:~THE COURT: II:oII.~MRS.JACOBS:. I-a: :Joo oJ« o ii:ILo• , matfeI'with 'the Court.·It'iS1 s till open as far as that IS.~oncerned. .",.: 5 'MRS.JACQJBS:That's fine.. ' THE COURT:.'WheredWyou say Mr.Hahn is now? "'",l MRS.JACOBS:He was on his way over.We just left and he ••,was on hiS,way over. •T ,•... "'..\.THE COURT:.We will adjourn her~.but we can see you folks ., 0( z 0(>oJ>-Ul Z Z1&1II. ZoI-(,') Z :t Ul~. ".~'; (Proceedings Clos,ed). ,"• I hereby certify that the proceedings and evidence are contained cause,and that this copy is a correct transcript of the same. the ~oregolngrecord of the proceedings upon the heari'ng of the iii0:1&1I-~fully and accurately'1ntbe note$taken by me on the hearing of the above 1&1 0: I-0:::>'0u oJ 0( Uii:II.o • I ..~\. • above cause is hereby approved and directed to be filed. ~r....I. ./. IN THE ORPHANS'COURT OF WASHINGTON COUNTY. PENNSYLVANIA HARRY W.GROSE; IN RE; ESTATE OF ), ) ) )No.1035 of 1968 ) ). ) THE HONORABLE P.VINCENT MA RI NO• .Presigent Judge of the said Court,in ch~mbers...",'~.. STIPULA TION . ..~..'~\,.....".".,. 0(Deceased.z0(~>-CIlZZIII 11. ior.~BEFORE: I:.CIl 0( ~, •!o c. tIt., • it is stil.pu~ated by and between all c~unsel of record.namely Temp,ept And now.this 13th day of September,1968. Friday,September 13,1968,at 3:00 alclod P.M.•EDST. TEMPEST &SIMMONS.ESQS .•of Monongahela,Penna .•represebting the Accountant.. JEROME HAHN.ESQ .•of Washington,Pa .• representing Grendola Grose,surviving spouse. .',.. MR,.·SIMMONS: !Ii II:IIIrII:o11. III II:TIME:rII: :JoU .J0( U II.II.o ..:'~APPEARANCES: rCIla .J 0( U o ,.~..~. :t ~.l-I'-til •and Simmons.representir:g ·Aubrey Higginbotham,Administrator of the ~state of Harry Grose.and Mr.Jerome Hahn.Esquire, representing the widow of Harry Grose personally,as to the following: 1.It is agreed that Aubrey Higginbotham, • • • « z<>.J>UI ZZIIIII. iol-e>z :t UI<~ ..=u itI-UI .0 .J< U'0 ::l.., J:I-,.., III iiiD:IIII-D:oII. IIID: I-D: ::loU .J« uii:II.o -----c-------------------------c--------------- .~" Administrator,shall renounce and forego all commissions,'cf0r services rendered the Harry Grose estate. 2.It is stipulated and agreed that Tempest. ..- and Simmons will forego the'collection of any attorney's fees due from services rendered to the Harry Grose estate until the lien taxes due the Tax Claim Bureau of Washington County have been fulliv paid. 3.Upon the paym ent of the lien taxes,it is stipulated and agreed that Tempest and Simmons,shall receive their attorney's fees out of the rentals of the home now in the Harry Gros e estate. 4.It is stipulated and agreed that Attorney Jerome Hahn shall receive the rentals from Fetherlin &Carl,' realtors,of the City of Washington,Washington County,Pennsylvani , and he shall deposit said monies in the Trustee Account;he shall pay the lien taxes and upon the payment of the sarrne,shall remit !the balance of the rentals to Tempes t and Simmons until such tilY)e as the costs and attorney's fees in the above-mentioned estate have been paid in full. Further,it is hereby stipulated and agreed that all fire ;.insurance and emergency repairs necessary to keep thE premises tenable shall be deducted from the rentals as .a pr;iority (ef{cept for real state tax~s)over the a~ove-mentionedexpenditures. 2 .' THE COURT:The Court approves the stipulations and ....~. agreement as heretofore recited and directs same to be filed . .';.(Proceedings Closed). ""~,.• C' P.J. upon the hearing of. .' .\ The foregoing re cord of -the proceed ings I hereby certify that the proceedings and evidence are contain d cau~e,and that ,this copy is a correct transcript of the same. !Ii0:1&1 I-0:oII.III II: I-0: :lo U~the above cause is hereby approved arid directed to'be filed. uii:lI.o r:fully and accurately in the notes taken by me on the hearing of the above o 0:Iii o .J.0( U o:l.., :tl-I'C\I « z«~>-1IIZ Z 1&1II. .\•'Z.0 ,~ Z :t1II0(:= ·'r• • ,. --' ORD&~':0 ~N;En SATISFACTION O?JUDGMENT 1,_,' '.~. 'I " ~'..' ", ,County :Term,1963 ,' .,....,, Washington ~,i Court ot:Com:non ?l(;~s 'Attorney No."18193 No.960,revived to #3,50,May Term 1968," revived to #538,March Term 1973. ,{"," \': " vs C!lliNDOLA GROSE! l ;1".L· s:.tLifac t.i.on of judgment in the abo~e-cap~ioned case of the -,'I prot.10r.o'taI"'J'Sfosts ~nd'Stp.te :tax only. ,;~.. \t i"-.~~~•,'"'I " _Michael P.McGinley As~istant Attorney Ge:':era1.~ j Da.te-------------- '..,'" .". I'~". " I: '."', I' t I (,J- ',.'.,1 •t /I \,. I I'.", .,'~.j '...,t ....... ,,"/ I.'/ ,".'" 0' j II~! I- I-........ PATIENTS'ADMISSION RECORD WASHINGTON COUNTY HOME AND HOSPITAL Harry Grose,38 Sunmer Ave.,Washington,fa..Name -A.ddress "_Reg.No ___._.._.. 6 .Pat 6 Length of Residence in County .9.y..~.~~.~~Length of Residence in meg:5?.I~..~.~_Citizenshil).x~.~_ _. Date Admitted .P..~.~..~?:.~..~~.9.??_Time Scx M.g.1.,.~.........................Color:!:!.~.$F.9.:_......................Religion.._.~.~.9..~.~..~.~.~~.~_ /-..5~__ .Windsor,Canada .6-(?)-188c ..T /6,f;;;-;<g-694C::,Place of Birth ____Date of Birth :.!..Social Security Number _. Read ( ) .Single ()Children'Living over J6 (0) Write ()Marital Married ()Living under 16 (0) Elementary 7tl:\Gr)lde Widowed ().Dead () Schooling High School ()Conditions Divorced ()Military Service College ()Separated (x).None Previous Physicians-Dates treated ___,.._..__:-:_ -_.._:~.:~.~.6"~~~.?.~ak:~?}.~..~9_?.:-_~.~h. Previous Hospitalization-Dates..__~:Receiving Assistance ~.9...?.~~.~.~..~#.-lb.9..!!..9.Q _.._ Previous Occupation Barber'.Employer..Metropolitan Ins._(?) Date Last Worked 1950 Self Total time (yr.). .................................................................................._ ___:·Pr·cfS·t·S.te Gene raI Cause of Admission.~.~..?.~.~..~..!?...•:~.~.~~E.~~.~.~..~.~~.~.~..~.~.~g.~..~.~.~Fg..~..~.~_.::;g;.~PP.:y..~.~.~.?~.9.f..~~K~:::-Y..~:..~.??..~.~~?::.~.~.~.~?.£.~e g N ame-A.dd rcss-Nearest Relatives:...t~.~.~.f..:.?~.?.1;:P.:~..r.')~Y.~.~.;hJ.~~.Y.-..~.J.:.l?;r..,~.~..~.Y.~.r..J y~.!!..J ?~~?..~.~:9..£..£.~.~..~:~.P..~~.~.~::45.Q.Q.Q ~X t .......?~?~~.?~~:~.P..:.~?...~:_.4:???.?.5..~.~.~.~.~.~.}~.?..~~.~~:-~:.~~~.?_~~:~.~.~=2.:.49..2.2 S~.~.r:.!::~.~?~.~~~.~:~.~~A~?.~~·~:;~55~e 1·1IIsband or Wife _~.?~..~.~.~~.~.~.:.~.?:?..............................................................~¢~~!~.t..P.:.~Ay..~...•..J._•..Yf~.~hJ.p.g.t.9..p..J f..~...........Age :.L?.J _..__.._. Name of Father :~.?~~.:..?...~..~Birthplace ,.v..~~.9..w..P:-__:.~_ . t\·Iothcr-Maiden Name ~!..~.~.~~!?:.~.~.?::.~.P...~,_13irthplace ~!::.~.?.~~_. Station Wagon ..Transported by __..___..__"Accompanied by _____. John Makel and History Given by L?..L Taken by _..G.~}).9.B.J.?-.n..c.b.1...,Department....~g.~.p..~..1;:.~.~___. Dr.Samuel A.Ruben Related to Occupation Related to Occupation Related to Occupation Last seen by Onset Onset Onset Apr.27,1963 1:45 A.M. Cerebral arteriosclerosis Emphysema Date of ~e-Death 1. Causes of Death 2. or Diagnosis 3. Disposition -Burial -Washington Cern.,Washington,~$JhlQ~yon Co.,Pa.· Body claimed by -(Half-brother)William Butler,Beaver,Pa. Funeral Director -I.R.Banks,WashinRton,Pa. 7.f-2&f4 \ II J _).II -'( I,Grendola Grose,of Washington,Washington County,Pa., being of sound and disposing mind and memory,do make,pUblish, and declare this my Last Will -and Testament,'hereby revoking and making void all other Wills or Testaments heretofore by me at anytime madeo FIRST:I order and direct.that my Executrix,hereinafter named,pay all my debts and funeral expenses from my Estate as soon after my decease as conveniently may be. SECOJ\TD:I devise and bequeath allot'my property,inclUeJ:i.ne real and persona~property to my beloved niece,Victoria H. Anderson of 5617Parkdale Terrace,Detroit,Michigan,and to my beloved grandnephew,Joseph Weldon,presently living in New York,equally share and share alike. THIRD:I hereby nominate,constb~nd appoint my aforesaid niece,Victoria He Anderg~'1\to serve as executrix in Estate to serve without bond. Grendola.Grose set my hand and seal in the settlement of.my Estate. Signed,sealed,published and declared by the above named Grendola Grose to be her Last Will and Testament,in our pres who at her request and in her presence and in the presence of other,we believing her to be of sound and disposing mind and memory(ha,,ve her,eunto subscri bed our namj1.s:--a-s witnesses,this day °O~'·'--"'«J ..~~::1967.Jp~'Lj . . \~t_"'1---.--.I FOURTH:I do hereby further direct that our Executrix retain Jerome Hahn,Esquire,Washington,Pennsylvania,to act as counse I this .. REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PAR 'AT WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES AND R A.ON Real Estate All that certain arcel of land and dwelling house known as 38 Sumner Avenue,Washington,Washington County, Penns lvania which was conve ed to Barr W.Grose b Deed f .. '11 Insurance Proceeds,Metropoli~an Life Insurance Company NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered. Jointly Held Property Estimated Value ..- 2 -$50.00 Bonds,~eries IIE"1295-536-738E ~:),- Harry W.Grose or Mrs.Cretora Barnett ..$100.00 1 $100.00 Bond,~,:>,..i,:>~IIE".....L v W./".or Mrs Cr~tora-LC:l Barnett I 100.00 1 -$100.00 Bond Series "E".Harrv W.Grose or Mrs.Cretora Barnett ,100.00 - Transfers within TWO YEARS Prior to Death NON E . . 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 Pir~~hll"'~h National Bank Harry W.Grose None Washine::ton.Pennsv1vania BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIY.ED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARYaninterest,vested,contingentor otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Mrs.Harry W.Grose Wife Yes Entire Estate (rt,~).. - - l I r--------------------------~-------------------------------'-"'!I RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTJE·List first five items in the spaces so provided,observe notations thereon,and instructions Funeral expenses paid ~...~- ,.-'L'.D=E-=B-=-T_O=-R~C::.:L=A~I:::M_=_____- __.----~--=N.:..:A-=-T=--U-=-=R=E-O=-F=----:S:.:A~M=E -,----'A_=_·M=_=O_=U_=N.:...:TT_____tPTHIS COLUMNttEGISTERONLY $715 00 $ Mrs.Harry W.Grose r'''i...,,"'''r.~"""-.~.....f-"~~-<_=---.:-_.~__,----'~.:·"'-,.;....,nw.'~'----I &Si 1.000 00 350 00 200 06'....i, I commission *Fiduciary Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees .. .,n Hi O'ed' . 1 '" OTHER DEBTS AND CLAIMS (*)See Note below Daily Republican Advertising 8 00 Washington Record Co.Advertising 8 00 Fether1ing &9ar1 Real Estate Commissions 682 11 ~ Fether1ing &Carl Appraisal of Real Estate 60 00· Pittsburgh National Bank Safe Deposit Box Rental 16 8C Pittsburgh National Bank Service Charges 41 32 Real Estate Taxes Paid by Executor 335 1'1 Repair Bills to premises aid by Executor 1,141 OC Total 4.557 fl.0 ..117..~...e.....Gh~.~~.l)~t..S.t .•.............. (Street Number) Washington,Pennsylvania.................................................. (City or Town and State) Subscribed and sworn to before me this -. Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi-debt is greater or less than the estimated amount claimed and allowed. .68.,01th .....•.....day -:...;?)lY.:,'9 .yd~~ll~~··············.MONONGAHELA,WASHINGTON COUNTY MYrllMtilSsION EXPIRES JUNE 16,1969 ." Having been duly sworn according to law,I do hereb ...................~.{;I~day of . certi y that the above appraisement is made in conformity with law on this . "..~.........•...~..9..F rJ ~...~~k......~..~..~../-~-..praiser In the event that any future interest in this estate is transfel'l'ed in possession 01'enjoyment to colla 'al heirs of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE I,the undersigned duly elected Register of Wills in and for...County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amou s claimed by depone ,except as to those items where a greater or lesser amount ::~o~in tha a~t.aOI~~w.th.a :~~ht :?/&'";.abova,whi<h .,,,t.,~~~:~~??;~r... Register of Wills I "r-'~'''' " Fonn No.RCC-62 (12-66) WillAdministration INo Year . " .' IN THE '; MATTER OF THE APPRAISEMENT OF THE ESTATE OF ....lU\.M~.Y!t ••G~P.~~. Deceased Late of ...WASll.l~9~ON................... Commonwealth of Pennsylvania County of .WASHINGTON........................... --•-~r- f77 CJ "" --~- ;:-:.. -....) I-e •I ,c..,..i::?--..,... REPORT AND APPRAISAL (..;Lj I --"'.......-:-")r,·'1;..:-;:: CJ--.--;;::.- 3:?::;:=g V) ~,,~~r ~~ % u- I RCC-Sl (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT AlffiREY D.HTr~TNBOTHAM (Executor ~ IN YOUR REPLY PLEA8E REFIER TO 35-200-6 / In Re:Estate 0 f --,..J::HwA.oR.oR..LY_W.lllLo.·..JGL:.t.RO;OuSUlEt:...·_ _____--=.:W.:::A.::::SH:;;::I:::N=:::G:..:T.::::.:ON~----County -File No.6805-21.4 Dear Mr.Higginbotham: You are hereby notified that the original appraisement in the estate of Harry'W.Grose has been filed in the office of the Register of Wills qfWashington County on September 6 ,19-6$.Said appraisement reflects the following valuations: Jt.Held Real Estate _--'--"'5.,1..OO=O~.00:::"--__ Personal Property ~7~O~O~t.l~6 _ '!'1i'llOOlll itt Ii .I.).iQ~Q....LlOO.c.L..,--__ Tota 1 --,..-;"....I.6.1.:l,..s..OOa.".a."Ot...JlijbIJ.06t-·__ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e ~..JSO!.:e>?,lpolJtO<.le;u.mbll.W.Se;u.r~6"'>--Il..;;9:J.6~8~- DATE OF DEATH:April 27,1963 Note:This is not a bill. . RCC-39 (6'67) CQMMONWEALTH OF PENNSYLVANIA TR~NSFER INHERITANCE TAX RESIDENT DECEDENT '. GROSE,HARRY \'1. FILE #6805-214 April 27,1963 SUMMARY --'I FILE #6805-214 HEPOHT OF INHERITANCE TAX APPRAISER I.the undersigned duly appointed Inheritance Tax ~ppraiser in and for the County of _ #63 Wasb jngt,oD 'Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","c"and "E". Dated:09-06-68 04-27-63 REGISTtR OF WILLS 09-06-68Dated: REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washiostoo County,Pennsylvania,do r.:;spectfully report that I have allowed deductions in the amounts claimed by deponent,except as to those i terns 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. ======:= 1,442.76,_None 300.00 ,__ LI,OOO.16,_ '0:JI,,55'&40 :~- VALUE AS REPORTED VALUE AS APPRAISED V~A~L~U~E~A~S_~RE~'AP~P~RA~I~S~ED~ $3,000.00 ,~$5,OOQ.00 ,_._$_ .700.]6 ,_700.16 ,_ 3.00.00,_ 6,000.]6,_ Lt.551 !Jill := INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) ,J oin t-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annui ties . . . • • . . •$_ ESTATE TAX ASSESS~mNTS $ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. CO~WUTATION OF TAX *--~--­d>~)------ FOH USE OF REGISTER ONLY Tax on $•__.5%$~~ Ta'0 ~100l ~x·n ,p ,_._.-r;;J\---.,.--,-- Tax on ~1,M.2.76 ,_._~~_~2::.;8=-<·'t.::8:.<:.5_ Tax on $,__15%$_ Exemptions=======:_(::,) Total Estate __ TOTAL TAX $_ Less tax previously paid *======:--....-;. BALANCE $_~_~_ Less 5%of tax if paid within 3 :months after death $=====/= 3ALANCE 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 TOTAL TAX BALANCE PAID 1b ~_ $------ $-------- $~---~-­$~------ $ FQH USE QF REGISTER ONLY 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. :~~inistration !No.. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .......HARRY....W.....GROSE.. Deceased Late of . County of WAS.:a.JNG'l'.oN .__. .....WASHING'ION... Commonwealth of Pennsylvania REPORT AND APPRAISAL .~. I .... ~- Fonn Ree,2·.. COMMONWEALTH OF PENNSYLVANIA DATE ....S~pt.~.e..r .....6..,....19.6.$'..............•.... ..pEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .,....................W.~~h.~.g~g~.............BUREAU OF COUNTY COLLECTIONS COUNTY .................... HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO....................~....68'O5.~214...............,~ Whereas,.....................................Har.;ry...W.....Gros.e...............................................................late of .............................................)!!?-.l?h.~n~.9.A ............................. in the County of .................................Wa.§h.ingt.o.n..............................................................Commonwealth of Pennsylvania,having died on I the ....................:..........27...th..............................................day of .....................Aprll.......................................19..6.3....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...............................,W•.R......Cha.ney.............................................................,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 (..ls 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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles $ REALTY:.. Il.",n ..,....,.........",4 filed 5,000 00. PERSONALTY l\.'"TUOo,...filed 700 16 TRANSFERS:~. NONE NONE JT.HELD: As ner annraisement filed 300 00 Total 6,000 16 Having been duly sworn acco~to law,I do hereby~fY~t t~~above appraisement is made in con- formity with law on this ...... ..4-..... ......day °/Z;;1iCZ:'~Q:¥'K 19C:J:~Appralller ~.......................................................V ~_~mber and Street) Penna........................~..~.._.(7........~..~..............................................................., ..(Poat OlD"e) , J, ..WASHINGTON..County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..................HARRY.1'l..GROSE........ Deceased. Late of ..WASHING'ION.... ·Date of Death,Apr.il 27.,..19.6J . Appraisemel!t Docket Vol.,...3.5 . Page,2oo~6 .No..9.$Q5.'~~4.J..4 . Filed in Register's Office,Se.pt 6.,19 68. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra.isement, Appeal f,.om Appraisement,.. Entered and charged, '-.',., ~,; •.'!.~.:~~\ft~!t~~:!~r~~.1~t~L,,"~:~: f,~~/~i:it~~~'~:":' ..........,;';".'".1.....- \.';~r/~::;:;.. ...... of •'.t._.,~~,..."~~""":"."~. ..'.........)...'.~.~~:~~~;r;;;,~; ._~~JI',.•1:' i'~.,'~::f-~(..J. '.',.., ."". ~.'.' ~ ,~-"~' Mr.Harold G~smith .,. -Bureau of Field'Operations· 'Washinqtonmistric:i:Offioe 244 Washington Trust Building Washington,PA 15301 .'. ._.J ..'.~:.....• ,':~-. i.'October 8,1979 .~:, ."'," .-~. .~.',. ," ~...-,.,"< / >Re:.Estate of tGrendola Grose Date of LDeath:·2-26-76 File No.63-78-0294 ..,pocket ~~o.·41-211-4 Dear Mr.'Slnith: Eh~-losed you will find a copy of your letter of September 18, 1979 which I answered September 20,1979.I have since located the file and do not understand the reaeon tor this letter.I am enolosing a photocopy of a receipt showing that inheritance tax with interest in ~le amount of $402.79 was paid June 5,1978.Would you please check. your records as some mistake must have been made concerning this? Sincerely yours, Jerome Hahn JH:skl E~c. '-',~. COMMONWEALTH OF PENNSYLVANIA DEPARTME.NT OF REVENUE '.~ ~.2.'WAaHINQTON 'T~UlIT IIUILDING..... WASHINGTON.I'IlNNSYLVANIA .' .October 9 1979,-,. .Atty.Jerome Hahn ...' {.200 Washingtori·~Trust·~Building ~..<. '.Washington,.Pennsylvania ~::'15301 .' .Re:~Estate of Gr~ndola Grose" Date of Death:2-26~76.·. File No.63-78-0294 ....:' .Dear Mr.Hahn: In reference to your letter of October 8,1979,on the above supject' estate,please be advised that we have reviewed our'records and found that" the original statement of tax due dated May 25,1978,was incorrect. A supplemental statement of Debts and Deductions was filed in the Register of Wills Office in the amount of $90.50,and in re~a1culating the tax due we found that the entire estat~is taxable at the rate of 15%,not one-harf at the rate of 6%and one-half at the rate of 15%as was done on the original statement. Therefore,the statement you received on September 18,.1979,was for the additional tax due. ~~:7pI':U~ .~~ry Jane Russo, Clerk Typist II ~If I may be of any further assistance to you in this matter,please feel free to contact me at this office .- ,"!" .. • COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF MANAGEMENT SERVICES."J 2850 TURNPIKE INDUSTRIAL PARK ''-'MIDDLETOWN,PENNSYLVANIA 17057 May 2,1978 Victoria A.Jacobs c/o Jerome Hahn,Attorney 200 Washington Trust Building Washington,PA 15301 Re:Estate of Harry Grose and Grendola Grose Unclaimed Funds. Dear Ms.Jacobs: 1978.Thank you for your correspondence under the date of April 13, Please be advised that your claim is receiving our prompt attention,and it will be processed as soon as possible. Your patience in this matter is greatly appreciated. I Very truly yours, ~~~ ~Robert H.Trimble,Chief Division ·Of Escheats ~..,.......1'-.(' Area Code 412-228-6905 228-6906 COURT OF COMMON PLEAS OF WASHINGTON COUNTY ORPHANS'COURT -AUDIT DIVISION Washington County Courthouse WASHINGTON,PENNSYLVANIA 15301DANIELF.SVIDRO,ESQ. AUDIT CLERK February 5,1988 Clyde G.Tempest,Esq. 223 Second Street Monongahela,PA 15063 Re:Estate of Harry W.Grose,No.63-68-1035 Dear Mr.Tempest: Please advise if the following is correct: l. 2. No The executor,your client Aubrey D.Higginbotham is deceased;yesNosubstitutepersonalrepresentativehaseverbeenappointed; 3.If the various creditors have been satisfied the sole bene- ficiary is the widow,Grendola Grose,now deceased;~e;S 4.There is inheritance tax outstanding from January ,.27 ,1964;."'~es 5.There is real estate,still in the name of HarryW:Grose, presently occupied by Victoria Anderson Jacobs (one of the two heirs of Grendola Grose);~~tr~ 6.No records can be found regarding the disposition of the rentals from 1968 to whenever Victoria Anderson Jacobs ~oved in;~Cf-S 7.There are no monies in this estate,no fiduciary,outstanding inheritance tax and a piece of real estate;y~.. 8.The attorney for the estate of ~ndola Grose is Jerome Hahn and that estate has never been closed;I E:$-As I ()iVoen...s:'--r::+tvD ~ 9.You have tried to get Victoria Anderson Jacobs to cooperate in a Quiet Title Action,without success.~es If the foregoing is correct I intend to propose to Judge Rodgers the following: 1.A letter from this office to the Department of Revenue,the attorney for the Estate of Harry Grose,the attorney for the Estate of Grendola Grose,and Victoria Anderson Jacobs concerning the out- standing inheritance tax,and stating that unless action is taken by a date three months hence I will propose to Judge Rodgers that the estate be closed and the real estate certified to the Est~te of Grendola Grose subject to whatever claims that can be identified; Page two The estate of Harry W.Grose February 5,1988 2.If the Judge agrees to the letter,and if no response is forthcoming after it is sent,I will propose,after notice to all potential unpaid claimants who can be identified in your file and mine,a Decr~e and Certification to thB Estate of Gr~ndo1a Grose, of the real estate as they real estate appears on the Inventory subject to identified claims. Please advise in writing whether the first nine items are correct and your position on my proposals. '.;;.: ......;,L.-,_.-"'.,:.-.""_. WA$HINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA 15301 . 225·4900 AREA CODE 412 Mr.Clyde Tempest,Esq. 223 Second Street Monongahela,PA 15063 JEROME HAHN ATTORNEY AT LAW Ma rch 29,1988 ,701 LAW &FINANCE BUILDINQ pmSOURGH,PA 15219 281·0846 AREACODE 412 RE:E"state of Harry W.Grose &Estate of Gr~ndola Grose Dea r Clyde: I received Mr.Svidro·s letter of March IS,1988,with reference to the above estates.I would agree that we should endeavor to get these matters settled,as considerable time has gone by.I am dictating this at my office on a Sunday and I made a quick search of my fi Ie cabinets for the fi Ie.I cannot locate it at the moment and I have to leave the officeveryshortly. However,I do recall that there was an insurance agency, which I believe it was Hood Insurance that was collecting rental on the property during the administration of the Estate of Harry W.Grose.I think that this part of it among other things has to be determined in the sense of what monies was collected and what was paid from those monies to see what remaining debts there are as mentioned by Mr.Svidro.Then in turn we can determine what assets in addition to the real estate,if any,would be in the Estate of Grendola Grose.I am sending a copy of this letter to Victoria Jacobs,with whom I taHked some years ago about the matter.She is welcome and I invite that she contact me on receipt of thi~letter.However before talking with you,I would need additional information in order to see what I would have to do to~ndeavor to wind up the Estate of Grendola Grose. I might add that as you know,I have my own office in the Washington Trust Building,but about 2 1/2 years ago started to work in a part-time office in Pittsburgh at the address in the upper right hand corner where I do work for an attorney there ad some of my own.In short I would suggest if you contact me,to probably try my Washington office as my secretary knows where I am. My days in Pittsburgh vary,so it would be best to do this in thismanner. Sincerely yours, JH:cjlJerome Hahn cc:Daniel Svidro,Esq. Victor ia Jacobs Barbara Ann Duffy,Esq.,Dept.of Rev. STD-501,9-SG COMMONWEAL 1H Or:PENNSYLVANIA / DATE March 27,1988 SU8JEC1 Estate of Harry W.Grose Inheritance Tax Liability TO: FROM: John C.Murphy,Chief Inheritance Tax Division Bureau of Individual Taxes (,;; Nicholas J.Lamberti rL.F..A{-<.{,--\I~l' Assistant Counsel d General Tax and Legal Division Office of Chief Counsel I,,"'0'>,l-L The Estate of Harry W.Grose will be shortly closed.Our records (see attachment 1)show that this Estate owes the Dep~rtment $70.18 ($28.86 tax and $41.32 in interest).Mr.Grose died on April 27,1963. The sole beneficiary of the estate of Mr.Grose was Grendola Grose who has since died.According to the Washington County Audit Clerk,the Estate of Grendola Grose has never been to audit and inheritance tax 1S outstanding (see attachment 2).' However,according to our records (see attachment 3),the estate of Grendola Grose did file an inheritance tax return and paid tax and the Estate currently has a $125.74 credit.You are advised to apply this credit to the extent necessary to extinguish the $70.18 liability owed by the estate of Mr.Grose and then inform the Audit Clerk,in writing,that no outstanding inheritance tax liability exist for this estate,if your records conform to our records.(see attachments 1 and 2).- Attachments NJL:pk:tm DATE I !::~/~,!'~ CO/i,,!,(;t~\'i[AL TH or:PU~t~SYLV/d'l~ Nar ch 27,1988 SUEJ~C1 TO: FROM Estate of Harry W.Grose Inheritance Tax Liability John C.Murphy,Chief Inheritance Tax Division Bureau of Individual Taxes /'I I Nicholas J.Lamberti!L'..'I-.(,- Assistant Counsel General Tax and Legal Division Office of Chief Counsel (,,\ ') :J, / The Estate of Harry W.Grose will be shortly closed.Our records (see attachment 1)show that this Estate owes the Department $70.18 ($28.86 tax and $41.32 in interest).Mr.Grose died on April 27,1963. The sole beneficiary of the estate of Mr.Grose was Grendola Grose who has since died.According to the Washington County Audit Clerk,the Estate of Grendola Grose has never been to audit and inheritance tax 1S outstanding (~ee attachment 2).. However,according to our records (see attachment 3),the estate of Grendola Grose did file an inheritance tax return and paid tax and the Estate currently has a $125.74 credit.You are advised to apply this credit to the extent necessary to extinguish the $70.18 liability owed by the estate of Mr.Grose and then inform the Audit Clerk,in writing,that no outstanding inheritance tax liability exist for this estate,if your records conform to our records.(see attachments 1 and 2). Attachments NJL:pk:tm "j ! WASHINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA 15301 225-4900 AREACODE 412 Mrs.Victoria A.Jacobs 38 Sumner Avenue Washington,PA 15301 Dear Mrs.Jacobs: JEROME HAHN ATTORNEY AT LAW April 25,1988 701 LAW &FINANCE BUILDING PITTSBURGH,PA 15219 281-0846 AREACODE 412 I am dictating this on a Sunday at my office.I did not want to phone you and bother you on Sunday.I have been revieying the files I had in reference to the Harry Grose Estate and your aunt's estate.I have gotten together some letters that I think will be of assistance to you in regard to your inquiry.The last time I talked to you recently,you wanted to know if I had in the file a statement given by Aubrey Higginbotham of what monies he had spent.I found in one of the files on white paper,whi<;.h appears to be a photocopy of a list.Perhaps this is the list you are referring.I see at the upper right hand corner in pencil I had written that Mrs.Jacobs had gotten cc.That apparently was made sometime ago whenever it was given and by whomever it was given.I am enclosing a series of letters,which I will just mention briefly because there are a number of them.On the photocopies made you may see a notation of HG or GG.This merely is a reference to your uncle or aunt's estate file, as I got some of the letters from one and some from the other.I am mentioning the letters chronologically. The letters are as follows:6-12-1967 to me Fetherlin &Carl; 6-21-1967 to me Fetherlin &Carl;Sept.12-1968 to me Fetherlin &Carl letter of mine to Paul Simmons November 30,1968;my letter 7-16-1970 to Carl Agency;answer of Carl Agency to me 7-20-1970;letter of mine 7-21-1970 to Paul Simmons;letter of mine to Carl Agency 8-6-1970. In order to get this matter terminated,I think that I should send a copy of the correspondence referred to herein and the list also to Clyde Tempest,who is handling the estate of Harry Grose.It maybe that due to the passage of years that he may not have a complete file or have particularly the letters from the Agency which show what was collected and what was paid out.I think it is necessary for his office to know this so that he then can get his client in and see if this matter cannot be finally determined and resolved which it should be.Please let me know if you would consent to my sending a copy of these letters and enclosures to Mr.Tempest as stated.I expect I will be in Pittsburgh Monday and Tuesday,April 25 and April 26.I may be here Wednesday,April 27,part of the dgy,A~qi,n paIt 9~Ihur§Q?¥1 Apr11 ~8!I w111 haY~to p~in PittsburSh. On Friday early in the day I expect to leave for a trip to Harrisburg over the weekerid. Sincerely yours, Jerome Hahn I', WASHINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA 15301 225-4900 AREA CODE 412 Mrs.Victoria A.Jacobs April 25,1988 Page 2 JEROME HAHN ATTORNEY AT LAW 701 LAW &FINANCE BUILDING PITTSBURGH,PA 15219 281-0846 AREA CODE 412 P.S.I am at this time sending Daniel Svidro,Esquire,'the Orphans' Court Audit Clerk,a copy of my letter to you but not of the enclosures. At this time it is up to Mr.Tempest and to myself secondarily to try to resolve this matter as quickly as possible. I wish to also state that no money was turned over to me from the estate of Harry Grose.by the Fetherlin &Carl Agency or the Carl Agency. cc:Daniel Svidor,Esq.,Audit Clerk 101ACNINHERITANCETAX STATEMENT OF ACCOUNT COMMONWEALTH OF PENNSYlVANIA DEPARTMENT OF REVENUE BUREAU.OF INDIVIDUAL TAXES P.O.BOX B327 HARRISBURG.PA 17105-8327 DATE 05-17-88 r----------- ... REV-1607 EX (12-87) ESTATE OF GROSE HARRY W FILE NO.63 6805214 DATE OF DEATH 04-27-63 COUNTY WASHINGTON,NOTE:TO INSURE PROPER CREDIT TO YOUR ACCOUNT,SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE 'ADDRESS SHOWN.MAKE CHECK PAYABLE AND REMIT PAYMENT TO: AUBREY HIGGINBOTHAM 117 E CHESTNUT WASHINGTON PA 15301 REGISTER OF WILLS WASHINGTON CO COURT HOUSE WASHINGTON,PA 15301 Amount Remitted **INHERITANCE TAX STATEMENT OF ACCOUNT ** CUT ALONG THIS LINE ~RETAIN LOWER PORTION FOR YOUR FILES ~------------------------------------------------------------------------REV-1607 EX (12-87) ESTATE OF GROSE HARRY W FILE NO.63 6805214 ACN 101 DATE 05-17-88 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE.SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE,THE APPLICATION OF ALL PAYMENTS,THE CURRENT BALANCE,AND, IF APPLICABLE,A PRO~ECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT:09-06-68 PRINCIPAL TAX DUE:.28.86 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+)AMOUNT PAIDDATENUMBERINTEREST(-) 03-21-88 999997 41.31-70.18 I -I TOTAL TAX CREDITS 28.87f-.- BALANCE OF TAX DUE .01CR INTEREST .00 TOTAL DUE .01CR *IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST (IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDIT"(CR),NO PAYMENT IS REQUIRED) PAYMENT:Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. All payments received shall first be applied to any interest which may be due with any remainder applied to the tax. REFUND (CR):A refund of a tax credit,which was not requested on the Tax Return,may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax"(REV-1313).Applications are available at the Office of the Register of Wills,any of the 24 Revenue District Offices,or from the Department's 24-hour Forms Ordering telephone lines in Harrisburg -(717)787-8094,in Philadelphia -(215)351-2065, or in Pittsburgh -(412)565-3601. REPLY TO:Questions regarding errors contained on this notice should be addressed to:PA Department of Revenue,Bureau of Individual Taxes,ATTN:Post Assessment Review Unit,P.O.Box 8327,Harrisburg,PA 17105-8327. (717)787-6505. DISCOUNT:If any tax due is paid within three (3)calendar months after the decedent's death,a five percent (5%)discount of the tax paid is allowed. INTEREST:Interest is charged beginning with first day of delinquency,or nine (9)months and one (1)day from the date of death,to the date of payment.Taxes which became delinquent before January 1,1982 bear interest at the rate of six (6%)percent per annum calculated at a daily rate of .000164.All taxes which became delinquent on and after January 1,1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue.The appplicable interest rates for 1982 through 1988 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20%.000548 1985 13%.000356 1983 16%.000438 1986 10%.000274 1984 11%.000301 1987 9%.000247 1988 11%.000301 --Interest is calculated as follows: INTEREST =BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15)days beyond the date of the assessment.If payment is made after the interest computation date shown on the Notice, additional interest must be calculated.