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OC1968-1109 - ESTATE OF KITE
T~state Form'?' PETITION SUR AUDIT' IN'"THE ORPHANS'COURT,~F WASHINGTON COUNTY DOROTHY SHULL KITEEstateof -.-.. Deceased No ~§.?::~.?:_.~.~.9.~A.A. Fiduciary_~~~~~.~~.~.~~.~t.f!.~.J".!:!. ~~cl ~~cl Decedent's death :..·A~g.~~~.§.~~.~~.~_Grant of Leltters A:':l:g~.I?~..~.~!~.~.~.~. This is the .f.JR§?T..~9..;f.INA1 account filed in this estate "./~; If there have been J6rm~raccounts filed in this estate,list file number or number and term .N9.~~. Election to take Under ~nst2Will.(cross out one) Date Election Place of; Filed Record .~:. Name of surviving spouse WtL.LJAM..J K.rr~.,J.R,:::::_ ;..- . List issue,where material: Not material ,'- Did decedent marry after execution of will?(indicate)~No.Any children born after execution of will?{indicate} x¥~No.If answer yes,na,me them __ . l..__._-__.___--_____.__.----___.-------__---___ ______-__--_-___---_____--.-_-. Leg,atees WILLIAM J.KITE,JR. Relationship Husband Interest Entire Fiduciary,if deceased or not sui juris List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: C".' None If partial intestacy,give facts: Not applicable 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.x~ If ..'.Noneanyexceptiongivecause:. File copy of Notice ., and date of mailin9 ~~!~~.?~E ~.~.~.}.~~.~~,.,,,,.,,." Is estate subject to the filing of a Federal Estate Tax Return?y~JL ;,;,.:" Actual payment made on Pennsylvania TransfeJ Inheritance Tax.Amount $.3..t.~..Q,9;~'-Q.Q . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . None Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. NONE Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: NONE Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: Notary Fee -Audit Petition Total additional credits (Subtract) Balance for distribution $.._.N.Qn~. $..l~.QO _ . $7.1.2.9.9.9.:.9..4 . $.._.7~..t.9.9.!?:.9..~.__. If balance for distribution is not in cash,list each item he-'d in kind,giving appraised Value (or distribution Value); ALL CASH • '~ l', . ...AI' If F ·,E .I'"d b P ... I f R d'None claimedamiyxemptloncOImeyetltlon,give pace 0 ecor . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:~~~.~. List any advancement or distribution on account that has been made,and nature and amount of same: NONE Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares'being stated in proportions: '., Entire balance for distribution in accordance with terms of Will to William J.Kite,Jr. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~.Y.!.Qrp.doth depose and say that the facts set forth in the foregoing petition are true I And your petitione.r will ever pray,etc. ~~'!""'!'"'.:.. to the best of ~t.I?knowledge and belief. ...............$.~9X..~~.:..~::c to and subscribed before 'qt':.....-~.!L.r i/:!"- .25th''.i November 69'l...-....•me thIS :::d9~O;l 19........~,/...'.=.~~~.-'../J~'',..~~..~~~~.~.Signat~re of O!flc"e ..;.:-:=~~ , -~.'"--'J - Title of:.0fficer;:;.::~~~.~!:.Y..:P.~.I?J~~..-.-'"- Office e~Pires;.~..?:iJW.~i~h..tt~t~1.?..;. • I No..f!.~::.~.~::.~.~.9.~_A.A. Estate of !?Q.B-.QI'.lj.X.~)mI.:k~..KIT.:g . ••••••••••••••••••••••••••••,•••••••l.:•••••••••••••••••··D·~~~~;;~d··' "I Fiduciary.....Wn.;,l-r.lAM.J.o...K.IT.E,...JR,..... (I 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:pa 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 ptem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Wi II. 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. SCHMIDT,ALLISON &TOWNSEND.....................__..a_.................__....._....__...._,_".,.. Attorney ~2 'Vd "00 N01~NIHSV/i\ SlllM .:10 U3.LSlfJ3l:J ON'I}'H h,i,",..'-J "",1','In \1I~i ,';n I i~';)::i Q ~Otl i.ld Lc ~{vr OL t(~l-~j~r ,.-v -;:),,., .,',",', r ':\-;j l.i ',/I '. ;./]'/•/.'J .},-:: u '1,/> -:,'.J Y I,1\, co /-']',."\'\'. H..e'LMO_"C'tolI ....IDT ""'ONAT"ON JOHN A."C.-.._w.r;NO SC......,DT.ALLISON &TOWNSeND IIITTORN€Y$.-.,I...,w 4:'.W45HINGTON TRUST ......\.DING W....INGTON,PENN•.'8301 November 25.1969 Mr.William J.Kite,Jr. 685 North Franklin Street Washington,•Pennsylvania 15301 Dear Mr.Kite: Estate of Dorothy Shull Kite,Deceased The First and Final Account in the estate of your wife has been filed in the office of the Register of Wills for Washington County to No.63-68-1109,and will be up for audit by the Orpahns'Court,. of Washington County the week of December 8.1969,at which time you may appear and be heard if you so desire. HGS:wm I",..,., rp f.~~~t~,·,~__ """" I,OOROTHY SHULL KITE,of Washington,Washington County, Pennsylvanifl..do h~reby make,pUblish,and declare this my last WUl and Testament,hereby revoking any and all Wills heretofore mede by me. FIRST:I direct my Executor,hereinafter named,to pay all of my debts and funeral expenses as soon as·may be convenient after my decease. SECOND:The enUre balance of my 8!ltate,real and personal,I hereby give,devise,and bequeath to my husband,WILLIAM J.KITE,JR., providing that he survives me by thirty days.In the event that my said hus- band should not survive me by thirty days,then I give,devise,and bequeath my entire estate.real Bnd personal,t,..,m v R r1n.WILl Lt.-pr,J V!'T'1<'.TIT THIRD:I hereby appoint MELLON NATIONAL BANK and TRUST COMPANY,Washington,Pennsylvania office,as Testamentary Guardian of my son,WILLIAM J.KITE,III. FOURTH:I hereby constitute and appoint my husband,WILLIAM J. KITE,JR.,as Executor of this my last Will and Testament with full power and authority to sell any or all real estate of which I may die seized,and direct that my said Executor shall serve without Bond. IN WITNESS WHEREOf!half'!"he'r~ur.l(\I!!t my ha.nd and seal this ~~day of _.:;..t/.t;..v~.l.;.i(r..""'.4""'.....<,196:r.; c1 I Signed,sealed,Published,and declared by the above iaamed .. • testator.OOROTHY SHULL KITE,as and for her last Will and Testament,in the presence of us who,at her requegt t.l h,-r prttsence,and in the presence of each other,have hereunto subscribeJ our names as witnesses thereto. ~tn:tr nf 'rltlts1tlnnlttn.!::J 5S: .QtnUltty nf Bus4tngtnn Personally before me,the undersigned authority,a N.2~.~r.Y.Pg.t?H~in and for said County and State,appeared :w16.h:.IAM..J.K;I;:r..~~J.Ri who,being duly .sworn according to law,deposes and says that he is the executor or administrator of the estate of ................RQRQ.TBX..§HY.~b:Krr.~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...R.Qr.9..t.hy.§h,gU..K.H.§, 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. Sworn and subscribed before me this....),§,.th......l//J j/J ~.?/,,.d~11'L.9.~~9.~~.~r.:..'7d~?::»_..L-dhc~E··........-r.d(.,....'~.x utor- ~":·..Not'ar..·..·P·ii15Iic ·..·.. My ·Com.expo 3-11-197~ADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal ~presentative. 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 Copies and 2 RCRI-33,Over $50,000,in- ,cluding Copy of Will and copy of Federal Estate Tax Return.' REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lInUtntnrg aub !\pprat.arWtut of the goods and chattels,rights and credits whic{J were of D.QR.OIHY..SRllLL KlTE Jate of Wal:lhiugt-Qn ~l.. Washington Coun,ty,Pa~"taken and made in conformity with the above affidavit. PERSONALTY DOLLARS CENTS 588 Shares ..General Motors Corp.at 79.125 46.525 50 174 294 Shares .Shares· Chrysler Corporation at 61.625 A.T.&T.at50~375 10.722 75 14.810 25 Checking Account -Mellon National Bank and Trust Company Simplified Savings Account,;,Mellon National Bank and Trust Company Volvo Stationwag6n ... U.S..Savings Bonds as per attached Schedule I . TOTAL PERSONALTY REALTY NONE 671 95 861 08 1.500 00 2.5191"27 77.610 80 None {.,,.. " ~ I.. \ ... ":l-::r~".\"-"-"). J Inventory and Appraisement IN THE ESTATE OF ...........P.Q.RQ:r.HX S.Hll.L.L KI:rE ~. Filed · , = 19 . SCHMIDT,ALLISON &TOWNSEND Attorneys at Law 438 WASHlNGTON TRUST BUILDING WASHINGTON,PA.15301 ~!'tf :l,. " 4_~' Denomination Name of Issue Maturity~..,~ Date Value 100 Zella B.Shull or 5-7-63 89.92 Mrs.Dorothy Shull Kite 100 ""89.92 100 I!"89.92 100 I!I! 89.92 100 I!I!89.92 100 I!II 89.92 100 II I!89.92 100 "I!89.92 100,"I!89.92 100'I!II 89.92 100 I!1-23-04 88.20 500 Mrs.Zella Book Shull or 12-14-1945 770.60 Mrs.Dorothy Shull Kit e 25 Mrs.ZC'lla R.Shull 7-10 -4,1 40.16 payable on death t () Mrs.Dorothy S.Kite 100 Mrs.Zella Book Shu11 0 r 7-31-50 135.68 ·Mrs.Dorot.hy Shull Kite 100 'I 7-31-50 135.68 100 "7-31-50 135.68 100 II 7-31-50 135.68 100 "7-31-50 135.68 25 Mrs.Zella Rook Shull or 5-19-42 42.71 Miss Dorothy Jane Shull TOTAL --- --- -$2,519.27 ~\. -, -~.;..-..-.:" i ·1~""~-I.:. I>, I,DOROTHY SHULL KITE,of Washington,Washington CoUnty, Pennsylvania.do hereby make,publ1.sh,and declare this my last WUl and Testament,hereby revoking any and all WUls heretofore made by me. FIRST:I direct my Executor,hereinafter named,to pay all of my debts and funeral expenses as soon as may be convenient after my decease. SECOND:The entire balance ot my estate,real and per,sonal,I hereby give,devise,and bequeath to my husband,WILLIAM J.KITE,JR., providing that he survives me by thirty days.In the event that my said hus- band should not survive me by thirty days,then I give,devise,and bequeath my entire estate.reel and personal,to m v ~nl1.Wfi,LI.A M T VfT'F:.HI THIRD:I hereby appoint MELLON NATIONAL BANK and TRUST COMPANY,Washington.Pennsylvania office,as Testamentary Guardian of my son,WILLIAM J.KITE,Ill. FOURTH:I hereby constitute and appoint my husband,WILLIAM J. KITE,JR.,as Executor of this my last Will and Testament with full power and authority to sell any or all real estate of which [may dl·Et'aeized.and direct that my said F;xecutor shall serve without Bond. Signed,sealed,published.and declared by the above Gamed i-1·':.. te,tatar,OOROTHYSHULL KITE,as and for her last WUl and Testament,in the pre.ence of 'UI who,at ber request,in ber pro.ence.and in the pre.ence of each other,have hereunto subscribed our names as witnesses thereto. , .~,.j~...~~AhJ~~~~A I trl I ". ,,....,•..,.~".~.IT"~.'"•~",•,1: --------_.------- /"(.··~Y 63-68-1109 NO,J Q'~"1 ::'D-.-----I'f .I _ . _ IN HE: ESTATE OF .....-"*',.-.,.... •.•_.J -.17 /.;I ":.~7 r::'~C r-,I.r"~";1 r:;:~:'I ,,(,I '"I'_:~S DOROTHY SHULL KITE, ......~..,f'".•.~,"""1"1 1:-·-'.- DEC'D ,1 """'.~-, IJiVENTORY &APPRAISEMENT 0'"!!................,........~._"'.~........_.........,-"'.....~~~......~.-.'v INV.DKT _PAGE __ ~...-...-.~1·:t.-,~~~,.......-,.,,...,~p~ ....J )..)>',,",,".";> ~'O V pv-;f11;~9~;1/1Y-:!?---A-/ f t9 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF No. OOROTHY SHULL KITE"Deceased FIRST and FINAL ACCOUNT of WILLIAM J.KITE,JR. Executor RECAPITULATION TOTAL DEBITS - - - - TOTAL CREDITS CLAIMED - - - - - - - - - - - - ---- BALANCE for DISTRIBUTION - - - - - - - - - - - - - - - $86,519.41 11,912.79 $74,606.62 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION I.·"'J _/2{-II oCJNo.(,/.~V I ESTAT E of DOROTHY SHULL KITE Deceased FIRST and FINAL ACCOUNT of WILLIAM J.KITE.JR., Executor The Account charges himself as follows: INVENTORY AND APPRAISEMENT - - - - - - - - - - - ADDITIONAL DEBITS CLAIMED: 1968 $77,610.80 Sept.13 Sept.17 Oct.3 Chrysler Corp.-dividend -- General Motors -dividend A.T.&T.-dividend - - - - 87.00 499.80 176.40 U.S.Savings Bonds,Series "E" Inventory -$2,519.27; Sold -$2,540.14 -Gain - - -20.87 174 shares Chrysler Corporation Inventory -$10.722.75; Sold -$12,346.85 -Gain -1.624.10 588 shares General Motors Inventory -$46.525.50; Sold -$51,860.85 -Gain -5.335.35 294 shares A.T.&T. Inventory -$14,810.25; Sold -$15,975.34 -Gain -=- -1,165.09 TOTAL DEBITS --- - - 8.908.61. $86.519.41 The Accountant claims credit for the following: 1968 Aug.13 Aug.15 Aug.15 Aug.15 Sept.5 Sept.23 Register of Wills -Probate - - -17.00 Observer Publishing Co.-adver- tising Letters - - - - - - - -14.00 Washington County Reports -adver- tising Letters - - - - -14.00 Washington Cemetery -opening and closing gravel canopYI etc - - -300.00 Register of Wills - 2 Short Cer- tificates - - - - - - - - - -2.00 . Robert C.Gordon Funeral Home - funeral services.etc.- - - -11 415.82 Sept.23 Oct.17 Oct.18 Nov.4 Nov.6 Nov.18 Nov.25 1969 Feb.21 Robert C.Gordon Funeral Home - ambulance service - - - - - Dr.Glenne S.Nicholls -pro- fessional services - - - - - Register of Wills -filing Inven- tory and Appraisement and- RCC- 33 - - - - - - - - - - Register of Wills - 2 Short Cer- tificates - - - - - - - - - - Register of Wills - 1 Short Cer- tificate - - - - - - - - - - Russell Marinol Agent -payment on account of Inheritance Tax - 31 90P less 6%(195.00)- - - - Mellon National Bank and Trust Company -charge for cashing U.S.Bonds - - - - - - - - Register of Wills - 1 Short Cer- tificate - - - - - - - - - - Internal Revenue Service -Fidu- ciary Return for 1968 - - - - -2- 15.00 35.00 10.50 2.00 1.00 3.705.00 O.93 1.00 373.84 April 14 Internal Revenue Service -Federal Estate Tax - - - - - - - -11 280.95 Schmidtl Allison &Townsend - Attorneys I Fees - - - - - - -4,700.00 Waunita G.W.Moore -miscel- laneous Notary Fees - - - -6.75 Register of Wills -filing Account -18.00 TOTAL CREDITS - - -111 912.79 -3- t Observer -Reporter. WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:. Pe,rsonally ap,peal'ed before me,a Notary Public in and for said County and State,Ri..c.na.r.d S...•.....QQw.an..,who beillig duly SJworn according to law,deposes and says tha;t he is the ?.~.~.r..~.t~..:r..Y.. of the Obs'e,rver Publishing Company,a I'tennsiylvania corporation,and its agent in thrs behalf;that the said Company iSI the owner and publisher of the Observer-Reporter,suCC'essor to The Washington Observer,established September 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspaper of general circulation,printed and published and having its place of bus,ines's at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and published co1lJtinuous'ly for more than six months'prior to the publication of the notice hereto abtached;that the printed notice or advertisement hereto attached is a ,copy of an official advertisement,official notice,legal notice or legal advertisement,exactly a$printed or pUblished in the Obs1erver-Reporter in its regular editions on the following date or dates;. ...............................S-e.p.t.e.ID:b..e.x:5.,.1.2 and l.9..,.1.9..6,8.. that neither th<e affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the aUega- tions'of this affidavit as to the time,place and characteiT of publication are true.._._._._..~.._I__~.._.. Sworn to and W.2E17~2 'Ubs"'71Z'"ma thi•.).~..d.yJ1....s.!'~tetn1:>.~r ..............~":~~~~~~. WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6.1972 1968 Washington County Reports ~~ Wasbington,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 WASHINOTON} 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,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 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,whkh appeared in the said legal periodical in its regular issues on the following dates: ......~~f?~~~???.?..?..L..~.?..§.~. ......~~.p.~.~!!!!?~~:?t...}.?.~.?.. that the affiant or the corporation in behalf of which he is acting is not interestedi,,h,rubj",mm"of ~',dyom,i""d 'h",II of ,h,~l,,,tio",of ,hi,,ffid"i,,,w ,h,tim~~0ZcL:~~~ Sworn to and subscribed ore me this .-•..-- "'?'!~7day.of...~~P.t~~P.~.~,196.~. :~=:::::~ Washington,Washington Co"Pa. My Commission Expir'es Novemher 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. •••• ••• • • • • • • • • • • KITE•.DOROTHY SHULL,Dec'd. Late of Washington,WashingtonCounty,Penna.Executor:William J.Kite,Jr.,685 North Franklin St.,Washington,Pa,Attorneys:Schmidt,Allison &Town- send,438 Washington Trust Bldg.• L.....:.W:.:a=s:.::h:.::in:::g::..:t;:,on=.,c....:P..:a:.;..----~---'- STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,depose and say that the above account as started is true and cqrrect as..........h~..verily believe, S .d b ""b db f h'8thwornansuscne e l ore me l'IS .•..._.••.••.•.•.~;#.t""·· .dqy ~r(__§.~p.t~mt>-~-r---------.---------------19.69 .~;~.~;l2l ~ ~..Notary Public Washington.Washington County,Pa. My Commission expires March II,1972 Washington County,55: Dorothy Shull Kite,Deceased I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribe~by Statute a,nd ~ule 0:Cour~as evidence by proofs thereof flied to No,..h.3.---.l:,.q--..~I.d-.....---.-,, (),/11-' Witness my hand and official seal this,..QCT~__=.... daYOL ~~~~:- Register of Wills ., ~.\'tt.!,•........I.I ...,0_11-__!~_il_0 I••I-r I·I••'..~~,~,'1'(;:l....I 0 ~'0~~"\q 0;:l0 Q;)<)t.l ..c:::.....~t.l LED ~...,0 Z-<ll i ~"1 0 '4~ril;t-...,~~(;> I-r 00 z H t-:l 'C Q;)Z QQ;)(3 o-l1-1:...,~S .... ~i ~!..>::0 trilQ;)0 0 Sl Il=i .., ~rtJ '0 '"~j ~i Q;)Eo<t:l Eo<.... "1 0 ~N1 ~o :38 I-r :i8 ~...:l '"RFP 9 i=l<::>..:r:il ~!<t:!1-1 1969 0 ....'"~),j Eo<~""-...,~Z t:l r-<::Ji Zi >:: '\!-<ll ;:l r:il 0 '"£t:e:i 1-1:0 ::n zEo<~i ~t.l 00 '"0 ~w.Wi RU';;Fll t,jAR\!'lO t.l ....==...(;>!~:r:il cd ..::I ".,(;>z ~:>ti "Oi \v··---yl'LLS ..::I Q Z;;g ~.REGISTEH Or .l >::I-r -<....:ii :iiC!0::a Q;)....'"~t:e:i CI1i ~.....,:...,.~'"« ;:::li ...,rtJ Eo<«~H 1-1 '~'M ~H ~C):0 ~-\~Oi ...,:Q;)....~Wi ...l Wi Q;)I:I::::s <Xl O::i ~i ~..c:::.., O::i 1-1 ...,=-to ~.~O!"'I 01-1:~>::O'S uql~!00 ~'C ~!ci >::'"Z -<.-l c ....- -.. -I "# " ,'"t ,.. v'. <Of (>/\ .;- o \" "'~",L'I If'".I'/,.--'"(r (I.LJ ::-I:r ~,,', .'':'"""'\}.o The Court is respectfu Ily requested to determine proper d;stdbUil~fhk..zj- Counsel for Accoul")tant lin t~t ®rpqanIi f arourt of maB~iugton arnuntn In the matter of the Audit of Account in J Estate of__D_O_R_O_T_H_Y-,S_H_U_L_L_K_I_T_E 1 TO THE AUDITING JUDGE: No._..::-63=-~68-1109 ,19__,A.A. Enter O;;..u~r appearance for --=A=C'-'C=O"-U=N-'...T=..=AN""""-''--'T''--_ s~:~~~~d II day of December ,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. / FI.L~D" v70 JAN?7 Ptf 4 O~ fN Ii"".'"["I ['..I •::J 11.1a';l'tl'S'::':....,hi I';h rr rU:GPS IER OF WILLS~r4SH/:~WTON co.•PA. No.63-,68-1109 ,19__,A.A. In re Audit of Account in Estate of DOROTHY SHULL KITE AUDIT 'rarripr for Appraraurr FOR WILLIAM J.KITE,JR., Accountant H.GILMORE SCHMIDT,Esquire Schmidt,Allison &Townsend 438 Washington Trust Building Washington,Pennsylvania Attor,ney '~2 lu tl1r <lrnurt uf Qtummuu 'lras nf lJas11iugtuu <truuuty, Jeuu.aylnnuia,(Orp4nu.a f <truurt Ilitti.alnu J ESTATE OF Dorothy Shull Kite, No.63~68-1l09 In the matter of the First and Finsl deceased.Account of William J.Kite,Jr., Executor ADJUDICATION AND DECREE And now January 1,7 ,19-2f1-,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $.7',,60 5.62 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. SCHEDULE OF DISTRIBUTION Balance per account --:.._ Additional credit asked at audit Bolance:_ Deduct Clerk's Costs &Receipts""-I Attomey_---:S~c~hiwloJmJJ.iolo.ld04.tlL."~A...l'-l'-jL,,o;s~Q.u.n.l-U&o.......IT..I.oUAwnl.U.i::is.:;e..un.u.d J Russell Marino,Agent,transfer inheritance tax $3.59.54 Interest from 11-6-69 to 2-7-705.45 William J.Kite,Jr.,husband,residue, 64.50 $74,606.62 No.._ In the matterof the Account of of Estoteof i\~ju~itatinu au~ilrrrrr J ~~_. I 'I v- FI LEO, '70 JAN??Pit 4 03 RUSSELL M.~i1fNO REGISTER or WiLLS WASI-!JNGTON co.,PA. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:) ) ESTATE of DOROTHY SHULL KITE,) Deceased ) No.63-68-1109 RECEIPT and RELEASE I,WILLIAM J.KITE,JR.,the undersigned,do hereby acknowl- edge receipt from WILLIAM J.KITE,JR.,Executor of the ESTATE of DOROTHY SHULL KITE,Deceased,the amount awarded to me by the Adjudication and Decree of said Court,dated January 27,1970,and I do hereby release and discharge the said WILLIAM J.KITE,JR.,Executor,from any further liability or accounting in said Estate. WITN~.SS my hand and seal this 3rd day of February,1970. WITNESS: .' .. .r , t \, No.63-68-1109...................................... ESTATE OF DOROTHY SHULL KITE, Deceased ...................................... RECEIPT and RELEASE...................................... ::Ii -0>m;;o 1',.1)~,Cx--ttl:~CI"(t'.~--:~n,(..l,.~flt r- -,:;'7,(::,:••,.,s'»0 . •,i!;,..-""1('l ,-~,~ <:;":l Ii:',l:'"O::t....~;';::::~ "'f)r-Z~,~O '"--.1 c::::l -,..., I"'n C'J ;'.:~.J' -0::::;r. ,--..., co -11 r- f"n o "" "-~'------- 438 WASHINGTON TRUST 8UILDING I ,) ".,.I '., SCHMIDT,ALLISON &TOWNSEND ATTORNEYS AT LAW WASHINGTON,PENNA.15301 Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON "• IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the S~cretary of Revenue.(Section 703 of JJ!~_Inheritancean!i Estate~ax Act of 19B1.) IN THE MATTER OF THE'ESTATE OF "Jd.Q.R.o.TUX $H.V.~.~Kr:r..~. (State full name of decedent) Late of W.ashington,Washingt.on . ...............}=:=: County::t:.~_I'~::~~~~~_~_~_~__~},,' ...WILL.IAM J .KITE.~JR. of ·the estate of the above-named decedent being duly sworn,deposeS and sayS Decedent dJed ..A:~gll,§t§... (Month) Name and address of attorney or} other authorized representative to. whom all correspondence should be mailed. ...........,19.6..8..........,J testate leaving a last will,copy of which is hereto attached.} (lIay)(Year)Lintestate ...SCHMlPT,ALLISONJkTOWNSE.ND 438 Washington Trust Building,Washington•..Penns.yl.v..ania......... ExecutorThatassuch deponent is familiar with the affairs of said estate and the property con- (Execulor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception ofthe following:-. THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF J.Kite Jr Shull Kite That the contents of said safe.deposit box or boxes are itemized under Schedules ~-'of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth 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 of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left~hy 'th'e~decedent.......',.,J •__•......4-j at the time of death,whether in decedent's immediate possession,standing to decedent'·s··credit in.banks ....~,......,.~....4'of deposit,savings banks,trust companies,or other institutions,whether individual~y,·or.tnJtrust-for,..........'0. any other person or persons giving also separately the accrued interest thereon,if':anYt~down')"to th~last~./'.()'()'interest day prior to decedent's death in the case of savings banks,and to the da·t.e.,JOf·c!~cedent'-sde.ath .in all other cases;all bonds,postal savings,treasury certificates o~notes and't>t:;.~~ev'i~enc:elof in- debtedness of the United States to the decedent;all obligations,whether by statuteVor.agreement they.--......are designated as tax free,of the United States,or any state,or political subdivision ther~~f,'or of any foreign country,whiph are owned at the time of death;all we~ring apparel,jewelry,s11verwar~,pic- tures,books,worksbf art,household furniture,horses,ca.rr(llJ.ges,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortga~es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of'which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reason~for such depreciation'as to each item;all moneys payable to 'the estate 'from life insurance policles.ca:rried by decedent;all annuity and endowment contracts the proceeds of which were payabl~'upon the death of the decedent;~nd all ithe 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 a tSuch time. .~ In the .case of securities of close or family corporations,the values reported are as far as possible'substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement s~tting 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 1,msiness as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with th~fair marketv,alue 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 fO'rth'a true'answer to ea:ch 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 ~aid transfers•.In ·the case of transfers intended to take effect in possession or enjoyment at or after death~there is also attached to the sche.dule a'cOllY of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said schedule a list of all property,real and personal,with its value,which passeS at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either in(lividually or j()intly,b,y the Will,.deed,or other instrument of another, ~ith a copy of the instrument creating such power attached to the schedule.;..,.t;. 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-dea'th,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement shOWing which of the beneficiaries named in the decedent's will,if any,died.prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real.and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of ~he d~cedent and others,plus the date and place of record of instruments effecting the vestiture of, rd~{~~tate 'and the -da:teof acquisition of personalty,;plus the name,address and_relationShip,~~ifany, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption~where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and cl~ims owing and unpaid at time of death;taxes accru~d chargeable for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga~ tions,if any.It is agreed that the fiduciary will present proof of said ~iaimed 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 appropr~ate columns in Schedules "A","B","en,"E",and "F"as directed therein,· have been ~arried forward and properly registered in the Summary. Subscribed and sworn to before me this '~l",=!,~!l;L·:....•.day ofQ9IQP~L.19.§~ ~~.~.~.Notary Public Washington,Washington County,Pa. My Commission expires March II,1972 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-partn~rship9 r 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. , "'i . .RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA",.DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEPENT SCHEDULE "A"- REAL PROPERTY * R . .~, Real property in Pennsylvania,with statement of mortgage encumbrances upon each porcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule liE".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located in the Commopwealth of Pennsylvania should be (1 )(2)(3)/described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by whi ch 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 martgages,etc.,are DEATH In this space)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. RGC':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".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,•stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undis tributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) v V 46~525.5 10.722.7 14.810.2 V 79-1/ 61-5/~ 50-3/~294 Shares A.T.&T. 588 Shares General Motors Corp."1'; 174 Shares Chrysler Corporation2. , 1. 3. 4. 5. Checking Account.Mellon National Bank and Trust Company Simplified Savings Account~Mellon National Bank and Trust Company 671.9,\/'.AV' (~861.0 V 6.Volvo StationwagOn 1.500.0( 7.U.S.Savings Bonds.Series "E"~as follows: 10 -$100 dated May 7~1963 -$89.92 each 1 -$100~dated January 23~1964 - 1 ...$500.dated December 14~1945 - 1 -$25.dated July 10.1944 - - 5 -$100.dated July 31.1950 -$135.68 each 1 -$25~dated May 19.1942 - - - TOTAL BONDS 899.2( 88.21 r 770.6( 40.11 678.4( 42.7 v V V V 2~519.2 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 77.610.80 RCC-30 comroN'\'EALTH OF PENNSYLVANIA Tfu~NSl~R INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years of death,make any transfer ·of any material part of his estate,without receiVing a valuable and adequate consideration therefor?(Answer yes or no)l~o (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 heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)~N~O~_ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)No (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or:the right to income from th('property transferred? (Answer yes or no)_~N~o~_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others --;-_ (7)Did decedent in his lifetime make a transfer,the consideration for ~hich was tr~.p.sferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)l~O (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to Change, because of.a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)No (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)__-=N~o~__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom'transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM Norie DESCRIPTION MARKET VALUE (Es timated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ., -RCC-37 (12-63)J' COl\1l\IONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ,. ,.,·il SCHEDULE "D" BENEFICIARIES ., .. ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED((If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH WILLIAM J.KITE.JR.Husband Yes 7-24-18 Entire Residue 685 North Franklin Street , Washington Pennsy1vania ,t-;..'... , ''Y'" I ,< ,Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE I - ~IATTER OF THE APPRAISEMENT (Executor-Administrator must complete "As Reported"column #1.) Will (No.~Nixtxatio»x ~ IS THE OF THE ESTATE OF Year "C1....otiltil..., ~ll>r::rco ~til....ll>....('l) ...,'"0 ::c....('l)('l)ll>....ll>::3 til .....til 0......::3 '"0('l)ll>...........-0 til "0'"0 ('l).........g ~ ('l)....~ .., OQROTHY.SUULLKITE .. Deceased Late of ...Washington. County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL CJlc::: ~~>::cWenCJl>-<: ?"?-?-n ~;;:::::: ~~"h~~~ ~ Sll~.'.i .n i':-l:::1:J3Uc.:::.:'\:!-\u:~n:J ~~"h~~~.LV:t>I:V . l_~.LvV {'V-.Jl :-.J:-.J..':en :.....:0:. :co:0 ~ :-:1 :-:1.. :Z :0'.1 Z:0 :.....0:::s :0 ::s:(1):~(D :0 .-;:,. >til ::c('l)- "0-o~.........roc... ~ SCHMIDT,ALLISON &TOWNSENDn'?t~t&"7eqs .at Law 43~§!!ING10~TRUST BUILDING WASHINGTON,PA.15301 ~0J' ~ "";~ " ~<0:' :~. ,~ .~.""-.C) :, .~. Q)' >:r. vro_ C;l...:)....~2. 2.... ?3 --bg-//CJ l ~ .,For.m Rcfc·IO DEDUCTIONS ALLOWE~IN3-,..-,i ..h I ,~'V,~ < OFFICE OF THE STATEMENT OF DEBTS THE SUM OF ............'=<:;0 REGISTER OF WILLS WASHINGTON AND DEDUCTIONS O"'QA~~:O::OfiA;;./:.~{lOFCOUNTY AND AGENT OF THE COMMONWEALTH V '~vv '-v Register of Wills,AgenU,l ESTATE OF DOROTHY SHULL KITE LATE OF Washington,Pennsylvania DATE OF FILING APPRAISEMENT October 17,1968 OAT&:OF DEATH August 6,1969 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"11 Aug 13 1968 Register of Wills Probate 17 00 00 I15ObserverPublishinftCompanvAdvertising-Letters 14 I , 15 Washing-ton Countv Reports Advertising-Letters 14 00 I, 15 WashinQ'ton Cem::eterv Opening-ftrave etc.300 00 C;;::ont 5 ReQ'ister of Wills 2 Short Certificates 2 no 2~Robert C.Gordon Funeral HomE Funeral services ~tc 1 415 IR2 Robert C.Gordon Funeral HomE Ambulance service 15 bo 23 Dr.Glenne S.Nicholls Professional Services 35 bo Oct 17 Reftister of Wills Filine-Inventorv and RCC-32 10 50 18 Reftister of Wills 2 Short Certificates 2 bo Nov 4 ReQ'ister of Wills 1 Short Certificate 1 bo 18 M~l1on National Bank and Tr Charfte for cashinft U.S.Bonds 0 93 25 Rel2:ister of Wills 1 Short Certificate 1 00 Schmidt Allison &Townsend Attorneys'Fees 4 700 00 Waunita G.W.Moore Notary Fees 6 75 Rpo-i ~ter of Wills FilinQ'Account lR no eAt AA >,LJiJ11A1':J7r -to!QAA./AW.~A';/j _:I ~'7'--s'"-d {I r - COMMONWEALTH OF PE"!NSYLVANIA } COUNTY OF WASHINGTON 88: I,WILLIAM J.KITE.JR.HEREBY CERTIFY.THAT.TO THE B9T OF ....y I<NOWLe:DGE AND BELIEF.THE FOREGOING 18A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF --=OO=R=O~T~~Y=-..J~~!=l.&~~.;p;f'-_'7""""'r--_' INHERITANCE·TAX r-iURPOSES. ~"J 37-137-9 .'.. RC C-81 (2-64) COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS 11IIHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT WILLIAM J.KITE,JR. (E~ecutor·~· IN YOUR REPLY PLEA.E REFER TO In Re:E~tate of.....--.,........-_,..:;:D...;;.O;:,:RO.:....T::..:H;:,:Y;;.-=.S;:,:HU.;;.;L::..:L:;;.....:.K:;:I:.:;.T;;:..E......-_......-__ _-..-~-..,.-....,...,....:.:W::;AS::.:H:.:.::I::;N:.=G..:.TO.::.:N~......-_......-_County -File No.63-68-1109 pear Mr.Kite: You are hereby notified that the original appraisement in the estate of.....Dorothy Shull Kite has been filed in the office of the Register of Wills of W~shington County on January 22.t 19Q2..Said appraisement reflects the followin~valuations: Real Esiiate ~-.,.--- Personal property ~7~7~,~6~1~0~.~8~0 _ Transfers ...,_...._--_--_---...._-- Tota1 __- --J7'-'7-.,.,~6io101Jl,l.O.a.J.8o.l.l0"'--_- As to $uGh 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 (5%)percent per ann~m is charged. Apy Party ~n interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Signed~~gZ ~ Titl,e W,R=MmJAPPRAISER Dl1I'ID.I~ DATE OF DEATH:August 6,1968 Note:This is not a bill. .' ",CC-39 (6-67)..~ '::OMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT KITE,DOROTHY SHULL FrIE#63-68-1109 August 6,1968 . SUMMARY FILE #63-68-1109 TlEPOHT OF INHERITANCE TAX APPRAISER ,I.the undersigned duly appointed Inheritance Tax Appraiser in and for the County of #63 Washington ,Pennsylvania,do respectfully report that I have appraised the real and personal prope!ty 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:01-29-69 08-06-68 ~~~~~Y/APPRA~~- REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for _ County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater OT lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $,$$77,610.8077,6~O.80 ------------~-- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) ,J oin t-Held Property (Schedule E) IOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities . . . . . . . . ESTATE TAX ASSESSMENTS 77,610.80 =====::::;:0_"_' $--- <h')------ 77,610.80 ======:-======,.:= CO~WUTATION OF TAXFORUSEOFREGISTERONLY Tax,on $o%~__"__~__ T ax on $@:x60:"','.0:,,','--------T ax on !l;,1),---------Tax on $.__1o%$__~_ Exemptions .__(,:,) Total Estate __ TOTAL TAX $_ Less tax previously paid $~~========\~ BALANCE *_ Les~o%of tax if paid within 3 ,months after death $~==========:=== (,:,)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. 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 $ FOR USE QF 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 lAdministration~No.year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ,,DOJ:iO'l'IfY ,5.H.lJLL,J\l'l'E.. Deceased I Late of ' County of WASHINGTON WA$HJ:NC:'rO~ Commonwealth of Pennsylvania REPORT AND APPRAISAL '- ; ~ Fonn'RCC-2 ....•.................~~~!.1 ...~f!..!.......~.?§?....C9MMONWEALTH OF PENNSYLVANIA DATE .........• ~DEPARTMENT OF REVENUE .~,. RESIDENT INHERITANCE TAX COUNTY Washington BUREAU OF COUNTY COLLECTIONS ............................................................................................ HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO........................{:>:.3..:.{:>.?:~.~9.?........................ Whereas,.........................................p.Qr.Q.thy...$.bJJJ...:L.....Ki.t..~............................................late of .....................................~~.~.h.~~~.?!l ............................................'~-'-- in the County of .....................................Jiashington...........................................................Commonwealth of Pennsylvania,having died on the ........................................~..~.h.........................................day of ................~.~~.~.~..........................................68 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...................................j{,J(,.....G.mn.~Y.:..........................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and ass~ss transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoles $ PERSONALTY: 588 shares General Motors Corp.46,525.50 174 shares Chrysler Corp.10,722.75 294·shares A.T.&T.14,810.25 Checking Acct.-Mellon National Bank &Tr.Co.67l.95 Silnn1ified Savings Acct.I-1el1on National Bank &Tr.Co.86l.08 Volvo StationwaQ'on 1,500.00 us.Savings Bonds Series "EII 2,519.27 77,610.80 77,610 80 , , Total 77.610 80 form~;V~':fhhI:'::::h:,wl>rlla~~~~,~:;o~~~~u:t:;t~ea~o~e~~p~7~n~;~~~~ ~..~.AppraIser ~,.. -umber and Street) .....................................,Penna..IPost Ofllee) ·.............JtJASHINGTON..............................County 1='/L .........f''\G-ft'",...~i t.""V 3' RESIDENT INHERITANCE TAX APPRAISEMENT "7n fl'>;~!"",tJ ~1NI~:.I P~i!!J tn'i~t J •,'1 Estate of DOROTHY SHULL KITE Deceased. Late of WASHINGTON Date of Death,!\..~.@.s..t.9.,...:L..99..$.. Appraisemel!t Docket Vol.,.3..7 . Page,13.7::-::.9 No 9.3~.9.~.:L.J.99 .. Filed in Register's Office,tJ.~f.l~.~y.?9..,19..~.9.. AtnOunt of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f,om Appraisement,.. Entered and charged,.. ((US S£lt M;i;n {NO R£GfSTEJ;OF WILLS WASHINGTON ~JO.•PA,.. 1. .. ;. .., rt*-¥./I I RESIDENT DECEDENTS File No.63...$8...1109 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax ~9_Form RCC-4-RI-3-66 Office REGISTER OF WILLS,'t'1ASiiINMON Pa. tlASrn~"'GTON C R'. d f u':11~ftm.J ~lt&J'ftounty,ss:ecelve rom H.....-."n.·u..." (Executor,:A~S~!m~~fthe e~tate of DOR.<lTKf smJl~ft ItITB who died August;6 19 68 ,the sum of Tmum TnOUSAND SlWEN lWNDtmD FIVE and no/lOOD~lars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: No.979078 Date l~ov~mber 6 19 68 Appraisements Made and Filed Computation of Tax NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes. NOTE:In accepting,the transfer inheritance tax on future estates prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. $-------- $========= ......;4..~,l///.t:t>·t.yt-¢-·~ Register of Wills MOORE BUSINESS FORMS,INC.,ELMIRA,N.Y. Less five per centum of tax ifpaid within 3 months after date of death $1951>{)O TotalTax $_ Less Tax Previously Paid (if any)$============ Balance $_ Total Estate $_ Exemptions *$============= Tax on $5%$--------- Tax on $10%$--------- Tax on $On Account 6%xiS $3,900.00 Tax on $15%$--------- Total $3,105.00 *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended by Act No.381.approved July II.1957.and Act No.207.1961,Section 302. SEAL>~ Vd~..,~£I' Amount of Estate Tax Assessed under the Act of May 7,1927. Add interest at the rate of %from _.to _ INC_011l>LETE 37""131....9 $,------ $ $. $------ $. Va1uation Valuation $,------- $,------- Total IYOOD [P)[LD ©£lITE Date Date Real Estate Personal Property $------- $,------- Total Total Gross Assets Less Debts and Expenses of ,Administration Clear Value of Estate Valuation of Life Estates or Annuities Date 19__$------- _________19__!!::$======= Estate Tax Assessments Date 19__$,-------- ________19__~$======= FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT 931137.Docket Pagec -JJ....ine'_ Estate oLf _ OFFICE OF REGISTER OF WILLS \iASmCTON,-----------Pa. 'NO'fli'.m'ber 6 68Oote,19__ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY IS.1945.P.L.528 ....Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended. viz:-"To receive from Registers of Wills all duplicate .re- ceipts for taxes paid to them by executors or adminis.trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterof Wills and transmitted to the executor or administrator. whereupon it shall be a proper voucher in the settlement of the estate.In no event shall the executor or adminis.trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedby!be Register of Wills:' Fill in below name and address of person to whom tax receipt is delivered: AtfIS"SCHMIDT,ALLISON ti TotfliSmmTo--------------------- WASf1INCTON.PENNSYLVAfTIA 15301 L -.J