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HomeMy WebLinkAboutOC1968-1178 - ESTATE OF MORGAN] IIU1141ugtnu <!lnuutyf SS: I,~:R.~~.~~J._l.J4~.rJnQ ,Register for the Pr~bate of Wills and grantin.c/Letters of Administration,in a.nd for the Count)'of Washington and Cormnowwealth of P~mzsylvania: To Ra'b.e.r_t M..._.3m1.th .C..T.A. AdmilZistra toro.f all and singular,the goods and chattels,rights and credits iX1JtOOJu~%\'1lx_'whic.h 'Loere of M~~~.~...~.Q~g~.~.,.~J~....._ 1,'j .-••••••••••••••~~.~~~•••~~.!~.~~.Q~g~~late of the's.lid C~nty, -!'"'..~_.:...",,:'~":'L '.J--:-:-.:-:'deceased,with a '.:~pf'~,of·de.ceased's will annexed,GREETING:...~~"t',....)' " Whereas,the said.~S.~.g~...M9.rgl;Ui~A~/~...~.g..~...~J.+.Q.~.J~Q.r&~.~_ ..Her l;f t'",".d Her I t W'll .d T .t t .'t'lit..................•e Z:U",ma e.,_as 1 an es amen Z1Z wn mg J . which was duly proved on lhe :t~.h.!day 0.f-~~.Pii.~m9.~r..___A.D.,I~.Q.a having,'l.vhilst ~~~., lived,and at the time ofHe:r...decease,divers goods and chattels,rights and credits,within the said County,by 1'l'Zeans 'i..c.'hereof the full dis;':Josition and power of gnntil;g letters of administration thereof,is m.anifestly 'known to belong to m,e;ThErefore desiring that the goods and chattels,rights and credits whuh were of the said deceased,omdxxz.kixlJtmmmilx~~may be well and truly administered,cor-verted and disposed of according to the tenor and effect of the S1.id ceceased's will and according to law,!do hereby grant unto you the said Rab.er.t.._14.Smith,_..Adm1n1s.tra.tor..:.C T ! _ . ...............-----_-••_.-_-- - _----_'O-__••••••••••••___oo•••oo_oo••__- •__•••__.oo_•••••--_oo __oo..oo oo__..- _. ......- - ---..:- -(i1~wlwse fiielity in this behalf I very much cO:1,fide;)full power'by the tenor of the;;e presents,to administer the goods,chattels,rights and credits ~ ~,'lCJhichwere of the said deceased;'w~thin Uze said County,as also to ask,collect lev'j!,re-., cover and receive the creditS'whatsoever of the said deceased,which at the time ojHer......death were owing, or did in any way belong toJ1.ftr..~.and to pay the debts in which the said deceased stood obli;;ed,so far forth as the said goods and ;:;hattels,rights and cred1'tswili extend,according to their rate and order of law; especia,lly of well.and truly c.dministering the gO.Jds and chattels,rights and credits~x XIt which were of the sazd deceased,according tc the tenor and effect of said deceasl!d's :Vill,and according to law,.and making a true and perfect inventory and conscionable appraise1nent thereof,and exhibiting' the same into the Register's Office,at Washingt"J1t,on or before the-_day of.". next,ensuing,and also a true and just account,calculatior..,and reckoning of your administn;tion,upon Y01tr sole1Jzn ~..Q!~:.~~_to render at the e:rpiration of six months,or when legally thqreunto re- quired;and I do by these presents ordain,constitute and depute you,the said __. .............-.R!1b.ar.t M.a......Sm1.th····c···_•••••-•••••••••••••••••••_•••••••••••••••••••••••••••••••••••••••••••••••••••_••••••••••••••••••••••••••••• .. adrninistrat or C.TeA.of all and singular the goods and chattels,rights and crdits,which ~~~were of th~sa:idd'e~e~sed,'lvith a copy of said deceased's Wil:annexed,.' 'within the limits afore'said;'SQ7Jing harmless and forever i~t~emnifying'me and all other officers against all persons by.reason of JJ01~r administration aforescid,and saving all others their rights,&c. 31u IDestimntty 1IllI4erenf.I ha've hereunto set my hand and affixed the seal of saic!offic6 at ~ Washington,the ~.~.~day of.~~.P..~.~.~P.~!'·.-in the year.of our Lord one thousand nine hundred (tJld ~.~.ty.m.g,ih:t;_.._._.__........ '~~. Re~7ister. .:; '."'...'."•., _~"'"/Ii••:......:.:-:.-~"....'(~ i --""11-'"_...- ;...~" I~ :z:.=.:J:l-I '1E--'(;!$ -<to=.::H0ti'<Xi ::s1-~~z ~0 oj:G:'-bB ~.2 U ,~~~' Q 0 r-i-<I <:~i ,;;g ""':f-l ~(I)l c::>'rJ)'t1 'C~~::s c:n :ii cd Cd ~ ~i~E-o-E-o-i~~i< _.---....,. ";.. -- .?'" ,I .' ',,1. ~---:;-,'-.~,-~~.'[-;......: ,"~:'.'"-~'4 I II, I· ..._ .;"~1.'r '".., ~"-«D:t--""""'''''''''''-'''-''''------._e--:-oLASTWILLANDTEST.AMENT f II.',I .•.,~~~....~.•~"r ,. -...'"- IJ)MA UD E M ORG A~,of 214 Western Avenue,Borough of Houston.Washington CountyI'Pennsylvania.being .of sound and disposing:~,~...~.'..•t • .. mind and memory.do make,publish and declare this my Last WiH and :r esta-IImentaherebyrevokinganyanda1:wiHs orcodicHs heretofore by me madeo .i .... FIRST:I direct -::ha1 all my just debts and funeral eXJ::enses be .paid as soon aner my decease as eonveniently may beo. '1 -r-__~~~__.,.-'_-",-_.",.~","::-~:,:",:'.,,..7.~~~~i.....~0;:'~;""'::::::;:":':;':::':"'<'?,'~$':'."'''r:T-:-:-~,:1 , i I,, ! IiI'j Iipersonal LeRoy ...;..~..:-,i"'..~-:...: .\:...~.r":'..:~;:'...;:..~." I hereby nomhate3 constitute and appoint my sisteraFOffiTH: '\,. share a,nd share alike" ,, SECONI.::I hereby give3 devise'and bequeath to my two sistersJ). II fJt1~ry-Stoffer and 'Jane Smith,all my furnitu~e'to be di.vided in equal sh~ress ' '1 TffiRD:All the rest and residue of my estate:both real,II .. Iand mixed and wheresoever situate.I hereby giv~.de~{se and bequeath in l 1 1equal shares,share and share aUke,to my nieces and nephews;namely:I I !IHelen Gray of,Whittierb Califor:1ia;Ethel.Tuttle of Brownsvilleb PennsylvaniaaI . ' .,i Evelyn McCarrell of Washington R.De #la Pennsylvania;Wilma Kc-rdes e,f I IMifflinburgb PerJJ.nsylvania;Willi~m D..Morgan of Bridgeville R"D..#1 0 Penn-! I . .!sylvania;Robert L"Morgan 9f Bridgeville RD Do fill)Pennsjvania; :1 .'I Morgan of Bridgeville Ro Do IHa Pennsylvania;Patricia Morgan Weaver of I .i .I Pittsburgha Pennsylvania;Howard L o Morgana Jro of Canonsburg R.D.#1~Pa.;. ;1 '1 Doro~hy Walker Smit;hof McDopald'.R.D•.#3,~~nn.sylvania;·.Robert M.Smith. ~of McDonald R.Do #43 Pennsylvania;J o Arthur Smith of McDonald R,Do #4~ .,. f Peimsylvania;Olive S"Ferrell of HickorYa Pennsylvania;Vance ]1t Smitrca Jr~ l~of Pittsburgh~Pennsylvania;'EisiePhile of Belle Vernon Ro D~iHl)Pennsyl- I I ,.. .ivania;Margery Roberta Smith of Eickor'Y3 Pennsylvania;Richard L o Smith I!of HickorYa Pennsylvania;Paul Smith of New:J~rsey,,' Gl::ORAJE B.STEGENGA Ii""T~~RN~Y AT LAW I:1~A5H :tGiOl~T~U's!eLO~..1 .WASHINGTC.'.P,,-.I: .'il I! r If']:1i....~..',.;i;"'L:,~<--.:~'~\\/..i'~'~;..:":'~~~.:~",~'~~~~':.:;~~~t;;~..;··r...~~'....;~·:A.·,~:~~'.~.-,'-":-,:.:.~:.':-...~..~,~,.~....'~."..,';:-'"~d~\~~~;:~:'~';"'"<;:"~;4'~;··fj~~.~!:,"~·~~';'~>.:::..):~~::.;:~..:r,:".,~,':';",,!.~(:::;;'...>:,L.I~:";:~1_~?~?~~~~~~\"Z.:~2F:~,·-q ~",,···c·····~-::'~.:."";-':'''''''-~'-'~.::;;~"..~~.~:~.'.' ;3 J•.'."'~",t...,~..'~~---.----.------:--~-.-.-:-----:---~____:.-------,.-------...--.------,---.-~._------.----.----~---~-._-~-·--r-.._...! ~~.I,-,,.",,,,,II ". .~;II ....... i:~::ii MRS.MARY STOFFER,,of Houston.Pennsylvania.and my'sister. ill / ., .~ },Ii JANE SMITHa to be the Executrix'of this.my Last Will and Testamenta and ~;,.~direct that no bond shall be required of her•. f;·:~.IN TESTIMONY WHEREOF,I,MAUDE MORGAN,have f,:.II hereunto set my hand and seal this ~~=day ofJune~1958. "~...: f:. J .I ./ I I II .~SIGNED-'1 ,sEALED»PUBL1SHED and DECLARED by the said I , Ii MAUDE MORGAN to be her Last Will and Testament ill the presence of us who I Ii 'I,'Ii Iii have hereunto subscribed our names at her r.eq~est as witnesses ther.eunto in I ..r ". .I II the presen.ce of the said Testatrix and of each other"., ~'.'~II ·xrflz 7J(.~I I II ~l2,.Z..-!J'~/I 'I;: II '~~ II I II I I I I I ·/1.I II i II I' I I[I II I.~...I ii, II .t;- :.... •, 'J( f,' j: !' K·-·· f,:'" ORGE B.STE'GENGA' .-Page 2., TTOR."\ICYATLAW I ~SHIK~TO:-l TRU~.T al~(;.'II ~:A;:HING70N.PA.Ii ,JI ..:,Iiiii:~=::"'='...'=--:;;;:;;;;;;;.':;:;o;.~:;;:;'=,:;;;;1;;.;;!:.-..;;..;..;;;;:;-"j;;;';;;;:'.==;;;;i;;;;;;;.:=-====__----==.-=-~__..,;~_____:__~'_______"____'_'__=_,-=-''-'-'-.c".-I iI _ 0 ~'.i .~ ~I,,\..-.,-.-.. t i IN THE ORPHANS~COU3.T CF WASHINGTON COUNTY~PENNA. IN RE:) I ) ESTATE OF:) )NO.63-68-1178 MAUDE MORGAN,a/k/a ) MAUDE ALICE MORGAN~deceased.) FIRST and FINAL ACCOU~T OF ROBERT M.,SMITH~Administrator c.t.a. , RECA Plr:='ULA TION-_._-------------- Total In.ome from Principal PersonaltY;J per Schedule A~page 1 •...•...$19,,547.63 Total Disbursements from Princ:pal-Personalty, per Schedule B,page 1 •.....••$5"870..19 BALANCE FOR DISTRIBUTION.•..•...•..$13,,677.44 > 3ALANCE consists of CASH"only.I I ;GEORGEB.STEGENGA ATIrORNEY AT LAW WASI\lNGTON TRUST BLDG. W.>'SHINGTON.PA. .-,.-- IN THE ORPHANS~COURr:'OF WASHINGTON COUNTY"PENNA. IN RE: I ESTATE OF: MAUDE MORGAN,a/k/a MAUDE ALICE MORGAN,deceased. ) ) )NO.63-68-.1178 .) ) ) FIRST and FINA L ACCOUNT of ROBERT M.SMITH~Administrator c.t"a. S·:::HEDULE A INCO:ME -PRINCIPAL-PERSONALTY Per Inventory &Appraisement filed 10/15/68.• •••8 $18"393..74 TOTAL INCOME--Principal -Personalty.......$19,,547.63 Income from dividends Interest from Savings Account Social Security benefits Interest from Life Insurance Gain on sale of 'stock from inv.&appr. Total additional income..• •... $276.07 13,,13 165.00 155.95 543.74 .... ... ...... $1,153..89 SCHEDULE B DISBURSEMENTS -PRINCIPAL-PERSONA LTY $1..395,,00 16.00 115.50 135.00 205.00 22.00 4.00 3.00 14.00 14.00 919.69 7"00 950.00 2;a 070.00 ... ..... ...... ..... ....·... ·.... ·.... ...Speakman FUll1era1 Horn e (funeral) Dr.J"K.McCarrell Pine Lawn Horne F ..J ..Buckley Ins.Admr.Bond premium Kurtz Monument Co.. Register of Wills..Letters C.T.A. Register of Wills"Short Certif:.cates Register of Wills..Inventory &Appraisement .." Observer Publishing CO.it legal advertising Washington County Reports..legal advertising •• Robert M"Smith"Administrator's commission .. Dorothy E.Hurley,notary George B..St=genga..Esq...att(orney~s commission Russell Marino,payment on acct.of inheritance tax TOTAL DISBURSEMENTS,Principal-Personalty ........$15,,)870.19 :;EORGE B.STEGEt\GA ATTORNEY AT LI>W WASHINGTON TRUST BLDG. WASHINGTON,P"", Page -1- - ..Observer ~Reporter , WASHINGTON,PENNSYLVANIA ''<,r PROOF OF PUBLICATION In compliance with ';he Newspaper Advertising.Act of 16 May,1929, P.L.1784,aJS amended. Commonwealth of Pennsylvania,County of Washington,SS:........•... Personally appeared before file,a Notary Public in and:for said County Richard S.Cowan .and :State,,who temg duly s>worn according to law,deposes and says tha;t he is the ..s.ecre.ta.r.y.:. of theObSierver Publishing Company.a Plenns;ylvania corporation,and its agent in thi·s behalf;tha.t the said Company is>the owner and pu'blisher of the Observer-Reporter,sUCCIessor'to The Will,s-Wngton Observer,established September 18,1871,and The Washington Reporter,estab!.ished AlligIlSt 15, 1808,a daily news>pap'e~of general circulation,printed andpublislhed and havin'g its place of busines's at Washington,Wastington County,Pennsyl- vania,where it or its predecessors have been established and published con,tinuous'1y for more t:Jan six monthsl prior to the publica.tion of the notice hereto attached;thaJt the printed notice or adver:isement hereto attached is a copy of an official advertisement,official notice,'lebal notice or legal advertisement,exactly a.s printed or published in the Obsierver-Reporter in its regular editions on -the following date or dates;_:. ..:~~.~.P...t.~Jnp..~.r.9..,1.Q..•....~4.~J ..9.6..8._,. tha;t neither th>e affiant nOT the,Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega· tions'of this affidavit as to the time,place and character of publication are true..~(L~. Sworn to and sU'bscri~);.t0re me thiS..?}....day ~.~·~·:-..~:.7' ...,..'fU~M!:.!!.R{/::f;:f!f~,iOm WASHIN3TON,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6,1972 \ADMINISTRATO:!t C.T.A.NOTICEESTATEOFMaud!iJ,Morgan,alVa 'Maude Alice Mor'gan',Qec~!.sed Jati!of 'Borough of Houston.~'1 shin~to:t! County,Pennsylvania.~:I Letters of Administi'io 'Orll G.t.A..,upon the above estate,A'lving bet;n;, ,granted to the undepsigne.d~i'llpECf',sons having claims,ag'llnst tile,estate are requested to{~',krow!1thesametotheunderslgned~or t.l~attorney and "all perso~debti!d :to the,decedent are"requeste:l to.,make payment to'the''un'qersjgnedrwithoutdelay...,~..t:"'0' r Robert M.Smith...~~j,,'..j Admr.C.T.A.'!""1 0Box203_o''.'.• McDonald 'R ::ennJl.. George:Jil.I£ge .Esq. 516 wasli~f~t g., Wasli:,Pa.}~~J, ;Attorney '•.l:.~".':•...:'":,....6'82l~.~~·3T 1968 ... /<Washington County Reports Washington,Pennsylvania (PUBLISHED'BY WASHINGTON COUNTY BAR ASSOCIATIO~) PROOF OF PUBLICATION In ccmpliance with the Newspaper Advertising Act of May 16,1529,P.L. 1784 Sec.3,paragraph;(30)and (25). COUNTY OF WASHINCTIlN l ss. STATE 01'PENNSYLVAI'IA ~ Persc·nally appe.ared before me,a N:>tary Public in a:1d for ~cid County and .Commonwealth,CHARLES C.KELLER,who,being duly swona,dooses and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,fJe official legal peri'odica':fo:said Washingt.)n County,publiShed weekly 'Javing :ts place of bl:siness at 'Nashington,Washington County,Pennsylvania,and is act- ing as its agent in thi;behalf;that the said WASHINGTON COVNTY REPORTS was establishe::l on March 31,1920,and was designatec as the official legal publication for Wa!hin&ton County.Pennsylvania,by order of the seve:al courts of scid County.da:ed ~~ovember I~,1920;that the printed no,ice or adver· tisement attached hero~to 's a copy of a n)tice or advertisement,ex~cll1y as printed or published,which appeared in the said l~gal periodical in its regul.ar issues on the following d.ates: ......~.~.P~.~.m~J~r...J.f.,...J.9......~§......J.9.§..a...... that the affiant or th~ccrpotation in beh3lf of which he i~acting :SJot interes:ed in the subject matter of !aid notice or ad-.ertising and that all of t:le all~gations oE ,h;,,m",,";,"'"'n~pl,re,.d 'h""~'h''VI","',.t:JUVr1u._"":lL~7:./ ~EditcrSwornto~nd subse before me this ->. ...26.1iltb...•d,y of..•...•~e.L ,1%.8... ~................~....(3..~.......... otary Public K.!\THERINE C.VAED otary PJblic Washingtol,\-'ashington Co.,Fa. My C·Jmmissi.n Expires ND~emJer 'I.196.9 , " Estate Notl:C8S The Register of Wills has granted let~f-rs. testamentary or of administratioJ,in 'the following es:ates.Notice is hereby given to all persons indebted thereto to make payment without delay and to flose hav- ing claims or demands to present t'hem for settleme:lt to the Executors cr Admin- istrators or their Attorneys. • • • • • • • • • 0 •••0 ••• M~fc1rM~i~ED'"a(k/!l MAUD3J•ec d.~~t~nOfc~g~~~g~eOfHouston.Wash- Adm:nistrator • C nna.. Smith.Box 203 :ir~"#4RoMbeDrt ~.Penna.".c onak. Attorney:George B St"Washington Trust Bldg tt~enh~a.51.6Penna.15301 ..'vas IDg1or.•" :'...."..," STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant Ibeing duly sworn according to law,depose and say that the above account as stated i~true and correct as h.~._..._.__verily believe. ." 6919_... j 1 0,1973 Washington County,55: Sworn and subscribed before me this ).t~.L ..,," 0.'..~..-. ---:...:..-..-~~....-..-------.-- ...........I::::l 0 oj0.... (,)I::0 ::lQ)0.<:l .....c.>....0 0'c.> 0 m <.....!Ill Ji;:l...8't:l Q) Q)6 .........»-=00Q)0 Q) rJJ '0 b.O -=Q)c ......i8 0 NP.Q)....~0 ....t....~b.O < i -=Q)::l P:l0 ....., c.>'t:l (J)Ic.>-=oj oj . ...;-=...l=Q Q:a I':l Q).~........0 rJJ Q).~+l 'bi>.8.,oj b.O ~S Q)~Q)~~,d .=0....0 ....Q)I=l -=00 r:j't:l c.> -=a>...<0......... , 2 AN":3' Witness,my hand and official seal this._~_._.._.._._ day Of••••••••••••-.7:?f.....:-~----------.--~.-.---J9.!?f.. J~',•••••••~~•••••• Register of Wi lis ,fW~SElL MMUNO REG ISlER 'Of vnu.sWAS,Hf,f~GT6H C0.;'PA~ !69 i~PR ....0....I=l::l0c.>c.> 00:~ -:~!'~l c.......0000 ..:cJi..,oil ..c,Zi~.....,:.:<G:0 -,...4:"""i0i~]6!.: ~i Q)OO (J):~~01 (J.....,.:~:;gi·.....m ~i 6i.......~,<G...........,1 '0 r:L1 j Q)~~:~01'0 Q)i P:;:l ..0'0:<G 100 ~1:;g!~oz· ,- ~~•~_~__..._.....-....Jf ~~~~~~_-::-~...~.~~-....,;.....--:..~__---...--__.._-.:--.;.'~ ': '4 ,:..\ .• 1 \, ....-.'._,"::-.'-_.-_." J1~~~ l ~/5t--~.-.~..~~....--.,_....:;~....--..________________________...._......;.,'"---'-"''-'----'(_-_----1 r.,.~',I ;...."-....~.'""'--,; / ---- .....,;,0 '--""'" .' '. ..,'---'~.... ", " f·-' ,. ...;o..~_ ,\\\r~:,r,I',~\~.t·•i , '\..'\\\\,r "r I ,r~....."; -....."..-,~\/\•.I ;'".I n -,~~...t \')•I 1,.1 ~)~..,"~ """-....--~.I;'r 1'I f '..f~~to,-:;."\..' "?,:It !I:t'\.......\.", (, '-~ '"). The Court is'.respectfully requested to determine' proper distribution \p-.this estate..'..t.~~k Counsel for Accountant ~~:~7 "'t~ "'.:..,".."i~ / .A~minilitrntnr c.T.A~ ., DOLLARS CENTS .5,000:00 1,000.00 274.00 .. 6,6'68..25 158.75 2,452.00 -.., 906.25 ~tatt nf 'tttttsginattia,(55: C!1UUttty nf lIas~ittBtntt \ P all b f h d . d h'Notary'"Public . d f 'dersony e ore me,t .e un ersigne aut orIty,a.m an or Sal County and State,appeared B.Q~~.B::r.M.,.;.,§Jyg.T..:f;!,..,tw.ho,being duly sworn according to law,deposes and says that he is the ~administr~t'btr01"the estate of lVtl;l..ude..J\'J;Qr.,gg,xi......~lkl9:.:.M~.~g.~;.Ags:.~..M9.:r..g~.gdeceased,that the foregoing schedules constitute a ouml'T d .f hId I f Maude .Morgan af.·kla.MaudeAl'~'-lVJ:IOi-ts.awe!1tor)an appraIsement 0 t e rea an persona estate 0 ..~, ,.lCaeceaseff,eXt:ept 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 Encmxx Administrator;c.t.a •..-;a~o;~:;:~(:~~=~·~_.l.~~~~;..c:.t.a. ..N'ofPr'cr';LJ.'~~1y..'....'(f~""of"W:r~l'rit'fgt ~n,Pa.'J.VIi:Corn'~':,:.E'·::~/lO /69 ADDITIONAL INSTRUCTIONS , ..:,:·~r'\'.i.,-..An'i~~e'ntory mu~t be filed within three months afte'f 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 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy o.f Federal Estate Tax R,eturn. REFERENCE FOR ADDITioNAL COpy...Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lIuueutnryaub ,p.pprai.aemeut.of·the goods and chattels,rights and credits which ';..Ahce;Morgan,.... were of.M~gg.~M.Q!:g~p...t ;~.fJs-.l.~JY.!~.~.g.~.L Jate of~J2.Q!:g.Y.gJL.9..L~.Q~.~J.9.g . "<l .'.Washington County,Pa.,taken and made in conformity with the abO'Ve-affidavit: --.':.;Ii ...~.-MetropnlitanLife Ins•.Pol.No~184-087 'R.B.-----:--~.,._..._-.-- -1 So~th ,UnionS.chool"District Authority.School Bidg"~ Revenue Bond,Serie's,A,·couponA...3!80/0 -------- Following Stocks,_value as of date-:of death: 4 Sh•.Pfd.West Penn Power Co.TP0254.20%@ 68.50 ~-----­ 102 Sh•.Gom•.Jones,&Laughlin Steel Corp:@ 65.375 96 sh•.#PC022411;2 she PCOi2'6541;2 sh.,PC065845;. 1 sh•.PC093'519;1 sh.,PCO 15601;,totai---------------- 5Q Sh•.Pfd.Duquesne-Light Co•.P050,3'-75%@ 31.7'5..--------- 80 Sh.',Gom.,Duquesne'Light Go•.:f>B12419;D19103 @ 30.65---- .25 Sh•.Com."Equitable Gas Co•.~069".@ 36.25-------·------ 36 Sh•.Com.,Penna.Power.&Light Co.:@ 29'-1'5 15 she AC(037~02;18 she NC0287308;3 shNC/0155560 1,071.00 Savings Account #696,Western .Pennsylvania National Bank;, H!£ouston ,Office,balance-------..---..--..---------..---- .~~~Check~ng·,Account ~#153·...-742-221,WesternPen~·sylvania.National .",....",.-(.. Bank,Houston Office balance------.:~---·-·--------------~,"--._4 •f",...-".-<_.--..'"'. 10.00 l..-.•I... :TOTA.L--..:--·~-----·-_..-·_--$18,39 3.,'74 _________________________...ll--'--~ l . .' ,;''. .' ,.. ..._.~ t' ~... ~....~r- Ii i J ·t· '.~ ! i'r I , .... 0'W ......I ~;:l 0' ~'" Q) ;:l I ~....~0~Ioo-J t::: -J l:l Q) ~;:l CI)~ ""3 :t..~:t..:g ~0 ~• ~. C '"F\) "'tj ::t F\) '"-J;:l....+=- -- l' f. l" l • ',' l - ,.--_...~r, .. l - .f l' ,' ,. PETITION SUR AUDIT IN THE OR.PHANS'COURT OF WASHINGTON COUNTY Testate Form / Estate of ~~.~.~~~..~~~g'!:~/?:.u:J~..M'!:~.<?~..~.~~.~:~..MorgaRlo §.?~~.~.~~~.?~. Fiduciary B.9.1;>.~r.~..~.•...~.t)}Hh.L . ........................__._-__-.;. Deceased .......~.g.t)}~.l}t~.tr.9:t.9.:r...c;.•.t.•.~~. Date of Date of Decedent's death Aug},J..$.t..2.~J.9.Qa Grant of Letters 9.~.P.t.~.m.Q~r...:.l"'..1.9.9.a . This is the ~.~:':.~.!..'!:~.<?.~~.~?:.~account filed in this estate If there have been former accounts filed in this estOlte,list file number or number and term . ...................--_-..-___.._____--.-_-__-;. Election to take Under or Against will.(cross out one) Jate Election Place of; Filed Record '>. I Name of surviving spouse J :. List issue,where material: C'. Did decedent marry after execution of will?(indicate)'6e£.No.Any children born after execution of will?(indicate) Yes.No.If answer yes,name them NQ . ---_.-.._--_.._-..--:._-..•.......:.---__.-..:;- --~.-._"'_.-_.. Leg.atees Relation~hip Interest Fiduciary,if deceased or not sui juris Adeemed: Mary Stoffer Jane Smith Helen Gray ,Ethel Tuttle .Evelyn McCarrell Wilma Kordes William D.Morgan .Roberrt J--.Morgan LeRoy Morgan Patricia,Morgan Weaver Howard L.Morgan~Jr. Dorothy Walker Smith~~ Robert M.Smith J.A rthur Smith Olive S.Ferrell Vance ·M.Smith,Jr. Elsie Phile (now Elsie Smith) ·Margery Roberta Smith Farrar Richard L.Smith:pauL Smith.LIst,it excepflons to above: none If partial .intestacy,give facts: sister sister niece niece niece niece nephew.-' nephew nephew niece nephew niece nephew nephew niece nephew niece niece nephew neDhewI'<.evoli:.ed: XX'NRK 1/2 furniture XX'NRK 1/2 furniture 1/18th residue l/l~th " 1/18th " 1/18th " 1/18th " 1/18th " 1/18th " 1/18th " 1/18th " 1/18th "./ 1/18th ",/ 1/18th "/'" 1/18th " 1/18th " 1/18th " 1/18th " 1/18th "Lap}e~~8th ."Abated:Give Cause: 1 Notice to interested parties.Have all parties,havingi either vested or contingent interests ond all crediors entitled /to notice (Court Rule No.9 paragraph C:Section 6:Subdivisionc)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:. .)0..)) 'File copy of Notice /.". and date of m5Jiling ~?~!.§.~~,.. ,-!; \1 Is estate subject to the filing o'f a Federal Estate Tax Return?_~.?~:. Actual payment mode on Pennsylvania Transfer Inheritance Tax.Amount $?~J??.Q!I..Q.9.. I If the Will makes any portion of estate subj~t to a life-estate,give nome and birth dote of life tenant n..9.~~. ....................- - - -_-_-~-__-_-_----_- -_. Give Names and addresses of all unpaid creditors who are legally entitled to nO,tice,tog-ether with the amounts of such claims;state whether th~y are admitted to be correct;and wnetheil"the claim is denied, :mmK:NONE "i r r r T - f f /~) { r r j ....Give reference to such ports of the will as requir:e interpretation by.t~e Court;a reference to all questions re- \qui ring ~djudicoti.oni and a sJatement of a"'l)'other~facts deemed nec~ss9ry for the p"reparation of ,the adjudication: , NONE· , v Balance for distribution per account,illele:exIllEXKX:Knec Itemi~:'any additional debits not shown /by account: I •• Total ~dditiJ~al debits (Add)r.. Itemize any additional credits not shown by account: !.I 1'1 filing ;First "&Final Account r r r tj i r· Jr·".'J "1 f • see next line /BALANCE s ,. 18.00 $..1.?§.?.?.,.1.~. -; Total additional credits (Subtract) Balance for distribution $..~.?!.Q.9 ~. .$J.~.~.~.~.~.!.:!.~~. .. If balance for distribution is not in cosh,list each item held in kind,giving appro.ised Value (or distribution Value); .. >f ~~~1;' • ~ -f r ." ,:-.../l'f-/1·~.1 )~, ;0. If Family Exemption claimed by Petition,give place of Record:n..QtHL . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:D.9.!'!~. List any advancement or distribution on account that has been made,and nature and amount of same: none j~.+ Suggested distribution 'of balance shown,both as to principal and income,attaching signed an:;Jd'temizedctions to take in kind if balance is not in cosh:residuary shares being stated in proportions:) . , As per Last Will and Testament:J 'AA.-A.l ,Mary Stoffer;:':-'1/2 furniture'-(TV'·..... Jane Smith'1/2 furniture ' ,/Helen dray''.1/18th residue ~Ethel T,uttle,.1/18th residue- "...Evelyn }VIcCarrell-"l'/18th residue ~;Wilma Kordes ,1/18th residue...I ,,;'William_D.Morgan-1/18th residue ~R6bert L.Morgan..1/18th residue' ~Leroy Morgan r 1/18th residue /,Patricia Morgan Weaver 1/18th residue ~Howard L.Morgan~Jr..1/18th,residue .~Dorothy Walker Smith'1/18th residue ,?Robert M.Smith 1/18th residue .J.Arthur'Smith '1/18th residue /Olive S.Ferr.ell:1/18th res~due ..........,Vance M.SmIth.Jr.1/18'!h r~sldue.J~~,l.lsie Pfile~mith),(~.,~1/18th residue~~argery Roberta Smitt(!arr/,'1/18,:h .residue ,'rRichard L.Smith·1/18th residue Paul Smith ,1/18th residueI --. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~~~I.~_doth depose and say that the facts set forth in the foregoing petition are true to the best,of ~~.~_knowledge and belief. ~""- \-S'worn.d b 'b d b f...........•,.,,..,to an su scn e e ore'-.\.,~--./~"./: me tb,is,o~,_.n.~tl~.dO"y,''t..__M~x.~11~__...........19..__l?~. -:-:•'._-I _/' Signatur~•of Officer '... . .. -;:...::J '-\ Title'of'Officer..':'~~:;.2:::__~EY...~.~!?~!g .......,..". .~,I••\"Feb.10~1973Officeexplres.___. And your,petitioner will ever pray,etc. ~..~1!~. •a 4 •••••••••~.I ... -,.......")'.-'"';... }-"--',--" .-----~.'-J ....t·-,~__... \'-.,.)'),-"",. ),,'"\'....'-, r"",1 '\ ,No 6 3- 68 -117 8.-_-_ -__- ;.. Estate of.MAUDE MORGAN.a/k/a..................___.. . MAUDE ALICElMORGAN. Deceased . ~. Fiduciary ~~!?~.:.~.:~:..,.~mi th.,.";,---_-_.,_-_.. Administrator C.T.A. ,, PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL I I oJ I \1 . .\ ........-....~.""-.., '.,r .J •.~-.,/\/'''- -:-. :t ::: .~ Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effelctl.ve-December -3,-1901;-'ti~ing rule No.9:paragrap'h -b-c;·and-divisions thereof:shown on pages 23-241 - 1.Written praecipes of all Counsel in the case. 2.Copy of order appoir:'ti~g Gu.ardian qd 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 fl.jnds 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. \ ......g.~~:':.~~..~.:...~~.~.~~~.~~~.:.~~9.~.__._...... Attorney ~2 orJ "IJ(lMQ,tlltllJ;S I'J.l;;$11U~df)H~lSl{)3~~,1 J'I\f."P·y;"'t "':I";'11 ('\0f'liJ~ll'Ji,l(J,n if ff •.:s.~'"J'i10 6-.UV f,Uflf 69, $031/:1 £2 ~y .~i ,- '\ I ,¥~ IN'THE ORP~NS'l COURT OF vlASIDNGTON COUNTY,'PENNSYLVANIA IN RE: ESTATE OF: Maude Morgan~a/k/a _'lVIaude Alice Morgan .Deceased. 63·68·1178 )NO..of 19 I A.,A.._-- ) NOTICE OF FILING ACCOUNT &A UnIT TAKE.NOTICE that ,_.......R_o_b_e_r_t_M__•,..S_m__i.t,..h_,_A_d_m r_-_c_._t_._a_._'~AcC'ountant, did,on _M_a_r_c_h l_9_6,..9_~fUe his Accounta:s Admr.c.t.a. in the above captionedestate~that Confirmations for Audit wil~cornmenceon ____....-__-....---__--:...'in said .court. 1969 Accountant MarchElated:-....----.-....------------ Is;'Robert M,Smith Admr.c.t.a'. George B •.Stegenga, Attorney for Accountant, 516 WashingtoL Trust Bldg;. ,Washington,Penna. ;.....,._... ~:...._.......:-.---.~.....~....,.....~_.-- J J- .,.,' 17-..'ff '.• FI tED, '69 .filM Z3 AN 9 Z3 '. •r-. ,. !' , I ,,., I . ."""......, I I tI .f'.' " ESTATE OF -. arum nf Qtnmmnn {tUrns nf Dlhtsqiugtnn Qtnunty. Jruusylunniu.(@rpqnus·<trnurt l:li~sinu 63-68-1178No.,_ Maude Morgan,ajk/a Maude Alice Morgan, Deceased. In the matterafthe First and Final Account of Robert M.Smith, Administrator 'Q T .A. ADJUDICATION AND DECREE And now June }!"0 19~,this matter come on for hearing, audit and distribution at this session and testimony taken;'and thereupon,upon due consideration thereof ~he ~Iance for distribution in the han~s of the Ac.countant.is deter~i~ed to be$13',6 9.4 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 ,0 part hereof,unless exceptions hereto be filed sac.reg.or an appeal be taken herefrom sec.leg. ~~~ SCHEDULE OF DISTRIBUTION &I B-:::llance per account'-,--_ Additional credit asked at audit B.:Jlancet:.._ Deduct Clerk's Costs &Receipts _ Attomey,_~G!..::;e~o"==_r.);;j.Q"~e..ol;B=C..'.L...I:oiS'-l&:te~Q"~ealJo,n.l.lt!Q"~ai:..--------1 Russ·ell Marino,Agent,transfer inheritance tax, Helen Gray,niece,1/18 reSidue, Ethel Tuttle,niece,1/18 reSidue, Evelyn McCarrell,niece,1/18 reSidue, Wilma Kordes,nieCE,1/18 reSidue, William D.Morgan,nephew,1/18 resijue, Ro')ert L.Morgan,nephew,1/18 resid'le, Leroy Morgan,nephew,1/18 residue, Pa:ricia Morgan Weaver,niece,1/18 residue, HO'Nard L •.Morgan,Jr.,nephew,1/18 residue, Dorothy Walker Smith,niece,1/18 residue, ,. Robert M.Smith,nephew,1/18 residUE" J.Arthur Smith,nep:1ew,1/18 residue; 18.00 37.CD 756.77 756.77 756.77 7356.77 756.77 756.77 756.77 756.77 756.77 756.77 $13.677.44 $13,659.44 • 1 ,< J 'f ,." J J'~J. J \ If v ..."J 'J 0 >::J Z.... ~R ~.p 0 ~c:(11a3 ~0 §-(11... 0--+:rt'D ., ){...: j )J j _J _,J ~!. ). j ...JJI.J .._.._.J ,j j ) T • \', \'\',...":J .1.. ,, '-'--'- t~,t. \\ ,\'\',oJ ._~_v •'3f J. T:Jf ~ j c·~..." ....j. ,.j _0 J :3 U • ",'r , Olive S.Ferrell,'niece,1/18 residue,756.77 Vance M.Smith,Jr,.,nephew,1/18-residue,756.77 Elsie Pfile,now E1E:ie Pfile Smith,niece,1/18 residue,7.'56.77 Margery Roberta Smith (now Farrar),niece,1/18 residu 756.77 Richard L.Smith,r:ephew,1/18 residue, Paul Smith,nephew:1/18 residue,. 756.77 756.76 No balance "".. .' -'N6.~!-.1". ...-''I ) J In the matterof the, -Account of ~,.,..-, '" .".i J ':J 'J ..-, )~of Estate of),-, ~.~"'\-)--.~...) ) ) ",., J ,.'-- !\~jubitutinu UM ittttt l. --,;, J)..) ~ ) '.. ) J .. .-- PI L £D. '69 dUN 2J Af1 fl '. " '. .---.,..-- ..- \"-.\~.,.a ~~ IN THE COUR T OF COMMON PLEAS OF WASHINGTON COUNTY.PENNA. ORPHANSS COURT DIVISION IN RE: ESTATE OF MA UDE MORGAN.a/k/a MA UDE ALICE MORGAN. D €Ceased. ) ) ) ) ) ) ) ) ) No.1178 of 1968 BEFORE: APPE1\RANCES: TIME: HEA3ING ON AUDIT THE HONORA BLE P.VINCENT MARINO. President Judge of the said Court. GEORGE B.STEGENGA.ESQ.•of Was hington. Penna..re pres enting the Accountant. Friday.May 23.1969.at 10:00 o'clock A.M.• EDST. THE COURT:Number 1178 of 1968.the estate of Maude Morgan. deceased.The Administrator CTA is Robert M.Smith and the attorney is George B.Stegenga.Mr.Stegenga?!I IMR.STEGENGA:May it please the Court.I have here the necessary papers.There are no claims agains t this estate.All the creditors, have been paid.The balance for distribution is in cash and there are no problems requiring adjudication. THE COURT:Is there anyone else in Court interested in this decedent's es tate? THE COURT: the Court. (NO RESPONSE) The audit :>f this account is ordered closed by (A UOlT CLOSED ) 2 I hereby certify that the proceedings and evidence are contained fully and accurately in the not:;s ta~<en by me on the hearing of the above cause,and that this copy is a correct transcript of the same. The foregoing record of thE proceedings upon the hearing of the above cause is hereby approved an.:l directed to be filed.---,r .~y the \ \, ~c·C> P.J. Form RCC-33. RESIDENT DECEDENT .--~.~ &:9~--.~j'-J /7 r COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON ,/ and say S State of J::l.enusylvaula :.}55' County 01 w:~~.hi.P:g1:.Q~...................................................'. ...............................BQ:J?~.RT.M.,$MJ..Ta , . Adminlstritor ·C:t.all the estate of the above-named decedent being duly sworn,depose S· IN THE MATTER OF T:iE .ESTATE OF 1 MAUDE MORGAN..a/k/a.Maude Alice Mor'baftFiDAVIT OF.........................··········~:~=:·~~~;··f~li~~~~~:~:::··················_~...........::=RATOR Late of __.6.~_...County I~WORTANT: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 granr-ed hy the Secretary of Revenue.(Sectio~703 ~ ..~h~.Inl')eritance.9.nd .Estate Tax Act of 19!)L) Decedent .dJed A:t.1.@.~.t. (Month l Name and address of attorney or1 other authorized representative toJ- whom all correspondence should be. mailed. ..........?.4 ,19 _~..~,r testate ·leaving a last will,copy of which is here·to attached,} (lIay)(Yf-Qr)L ~~ .q~org~.:e.s.t~g,~p.g~~..Att.9.rP:.~y.J glJL.:w~§.h.·..T:r.1J$t.:Blgg .. ...................._-.........~~~~~~g~<?~~_~~~.....!?~9.!.'.'. Th h administrator d t'f 'I'-'th th if'f 'd t d thatassuceponenISamilatWIe a airs:0 sal es ate an e property con- (Ex"cutor·Allm nistrator) stituting the assets th~reof 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,\',iith the exception .)f the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION' IN WHICH DECEDENT RENTED A SftFE DEPOSIT BOX We tern Penna National Bank Houston RELATIONSHIP OF JOINT HOLDERS TO DECEDENT .That the contents of said safe deposit box or boxes are itemized under Schedules __B__of this return,with the exception o~the following,for the reasons hereinafter set forth: That Sc.hedule A attached h,ereto and made part hereof sets forth fullv and in··detail all the real property in the Commonw~alth 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 dea~h,name of mortgagee,date,rate of intere~t,and book and page of record thereof.It also sets forth in the columns provided therefore the asse~sed valuation of each of said parcels,the estimated marke;;value thereof as of c.ate oi'death of decedent. '.I .~.i';':'.,.. That Schedule B at~ached hereto and made part ,;~~reof sets forth fully and in detail all personal.\_-~.properr-y wheresover situated owned by the d;ecedent at th9;:time of death;all moneys left by the decedent at the time of death,whether in decedent'i immedi~te p~s~ession,standing to decedent's cr~dit in banks •I Ii •I .J I Iofdeposit,.savings banks,trust companies,or oth~r im:titutions,whether indiv~dually,o,J'.~in.trust for If..'"\.),I J ."any otl!Jer person or pers0!1s giving also separately the.a'~crued interest thereon,.if any,~do.~to tne./I6;st in~er~st ~~y prior to decede~t'~.death in the case of s~vings banks,and"to the date ~~dece~~~}'f/deat£~ in all other cases;all bonds,postal saVings,treasury certificates or notes and other e~iden~e of irr-, debtedness of the United 'States to the decedent;~ll obligations,whether by statute'.OJ'~.,a.g~l]~we~t\.they ....~t -.'"=_.....l')'•._-,,",'are designated as tax free,of .the United States,or any state,or political subdivisi.oR-·~t)ereof,..or of any foreign country,whfch a:-e owned a:t the time of deat:"1;all .wearWg apparel,.jewelrY:'~·p~~rrJ~r~·;."p,:c- ~,...,1,.'"\'',.tures,books,works of art,household furniture,horses,.carriages,autpmoQHes,boats,.and.~~tal{d all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bands and mortg8!,!: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 wlJi·~h decedent died possessed,of whatsoever nature,wi th interest thereon,if any,giving the face value and estimated fair market value thereof,ann if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable .to the estate from life inSl;rance poli:cles carried by decedent;all annuity and endowment contracts the proceeds of which were payabl~upon the death of the dec~dent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,b(ond~and a'ccrued 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 v alue ~hereof at such time. "'!F!'- .. " '" 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 t.hereof 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 sta~ement setting forth the nature of the agreement) together with a statement setting forth the character of the bUSiness,its location,and such other facts pertaining to the busines~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 ritemizea form,:together V;ith the fair market value thereof,any other property owned or bequeathed:by the decedent at the time of death. The Sc~edul"e C attached hereto and made part hereof sats forth a true answer "to each inquiry contained therein and,in the case of transfers ofproperty,real or personal,within two ,years of decedent's death,in contemplation'of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and ,value of such property,to whom ~transferred,the relationship of the transferees to the decedent,the proportionate share received by ea~h transfe~ee and all other facts of a pertinent nature regar.ding said transfers.'I~t~e .case of transfers intended to take effect in possession or enjoyment at or after'death,there ,is also attached to the,schenule a co~y of the deed,trust agreement or other instrument creating the trust.TherA is also set forth in said schedule a list of all property,real and .personal,with its value,'Which paEses at"decedent's death by virtue of the exercise by,decedent',either individually,or jointly with another,or any power of appoint- ment ve~t.ed tit de,cedent;either indtvi<lu,ally o,i'.joiptly,by t.he '1'ill,deed,or other instrument of another, with a copy of the instrument icreating such power attached to the schedule.•to··•','' That Schedule D attached hereto and made part hereof sets forth ,the name~and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries f~r 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 relation$hip of such issue to the beneficiary. That Sc~edule E attached hereto ,and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisltton of"personalty,p\us .the nam%address and relationShip,:I;f .any, of co-owners to the decedent. That Sc~edule 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,inclueUng funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli~ gious services,'in'consequence of the death of the decedent;debts and claims owing and Impaid at time of.''death;taxes accrued charge,able for period prior to decedent's death,(except,those,allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein" have been carried forward and properly registered in the Summary• .,,","~""~::,jf~~~t~~:~f~~~~:"""~;~72:.2,~:,~;::."o~a .•".U ic ~·""""~!'l{~~~;1t;:~~:~:"~:__· ~c'i{y {&=C6~ty of Washington,Fa.M.cDonald,Fa.My/d.~tlimis\sionExpires:,Feb.10"19'69 ""'''''''''''''i'city'''';:'''T~:;;;~''''~;;L'''s;';i''''''''''''''''''''''''''''''''"".... NOTE:'Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. I "RCC-34 (1-64) C9MMON~¥~AL.TH OF PENNSYL.VANIA DEPARTMENT OF REVENUE ._ BUREAU OF COUNTY COL.L.ECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT' ., SCHEDULE "A"_ :REAL PROPERTY .'.",- .'. Red property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at deat1 of dece- dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the .de.cedent astenant in common with another or others,snouldbe identified as to quantum of int~rest and the estimated value should be that of the dece.dent's interest only.. The real ploperty located In the Comm0tlwealth of Pennsylvan:a should be described !.y lot and block number,str;et and street number,together with a general description of the property,YWlth a reference to the recorc of the conveyance by which the decedent tool:title;If a farm state nlJmber of a· cres;also statement of mortgage encul'llbralices upon each parcel al death of decedent.Taxes,assessments,accf.ued interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. ,: (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH ~ONE ,.. NONE (2) ESTIMATED MARKET VALUE NONE NON,E (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) ,.'":~...• I ,Insert this total opposite "real property",Schedule "A"in the 'X X X X X "As Repc,rted"column on the last page of this return. B.CC-35 .. ,j-..:) COMMONWEALTH OF PENNStLYANI:1\. TRANSFER INHERITANCE TAX RESIDENT DECEDENT ..-<C. SCHEDULE nn" 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 unc;ler 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,<;j . stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate of~or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. I~ooo'CJu ~?'-!()o DEPARTMENT VALUATION (Do not write in this space) 1,).000.00clSK 274.00 'oK ESTIMATED MARKE:!'VALUE UNIT VALUE ITEM List and describe fully 1 5 80 25 3'6 Item No. ."....MetropoiitanLife Ins.Pol.No.184..087 R.B• South Union.School District Authority Scho'ol Bldg.Revenu'e Bond".Series.A"c.Ol,lp·on 4-3{80/0 FOL.LOWING STOCK VALUE 'AS OF DATE OF~EATH:I. 4 She Pfd.West Penn Power-Co•.TP025 4~20%6'~•.5QG 102 Sh•.Com.·Jones &Laughlin.Steel Gorp:@ ','.-'65.37'5 96 sh #PC022411;2 ·s!:.PGO 126544;2 shPCq65 45;--"- 1 sh PCO 93519;1 sh.PCO 156051;total .........~...&O 6,t'668.25 O--)~. Sh•.Pfd•.Duquesne Light Co~.P050 3.75%31.75 158.75 rJ/( Sh•.Gam.Duquesne Light Co.PB12419;D19103,30.65 2,,452.00 oK Sh•..Com.Equitable.Gas.:Co.P069 36.25 9'06.25 05/( .Sh•.Gam•.Penna.,Power'&Light Co.':29.75 1,071.00 Pit:"" 15sh.AC{037202;18 sh Ne {0287 308;3 shNC {O 1'55560. Savings'Account #'696,)Western.Pa.'National Bank'Hou'ston Office..--......·..............-...,..-. Che·ckingAc'et.#153·..·742 ..221~balance,Western Pennsylvania National Bank,.Houston Office 853.49 ....-'11I '.'*-0:.. Insert this total opposite "Personal Property",Schedule "B:in the "As Reported"column on the last page of this return. x X $18,393.7 /63 93·7>'( CO~~IO~;'I'E:\LTH OF PENNSYLVAN I A. {)T1UNSrER INHElUTANCE 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 ~nd adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spou~e)in joint ownership?"(Answer yes or no)0:0 (3)I f the answer to (1).or (2)above is in the affirmative state: (a)Age 'of deceder.t at time of transfer _ (b)State of decec.ent'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)0'0 .(a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power o·f disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or ~ny period which does not in fact end before his death: (a)The possession or enjoyment of or th~right .to income from the property transferrec? (Answer yes or no)__~n~'Q~__ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefr-om?(Answer yes or no)no: (6)If the answer to (5)(b)above:is in the affirmative,state whether the right was reserved in c.ecede~t alone or others -:--_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's prclnise to pay income to or for the benefit of care of transferor?(Answer yes or no)_~n~o~·_ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject tc change,' because of a reserved pow~r to alter,-amend,or revoke,or which c01l1d revert to decedent under terms of transfer or by operati·)n of law?(Answer yes or no)no:' (9)If the answer to (8)abov~is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in th~decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The anSwers to these questions should be supporter!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 transferre:i,with relatio::lship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-ta:<able,also'submit detailed statement of facts on which said.claim is based. NOTE 3:List applicable property below in manner i~which provided in Schedules A,~or E. ITEM NONE DESCRIPTION MARKET VALUE (Estimated) NONE NONE. DEPT.VALUATION (Dept.'Only) Insert tfuis total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ·'.. ,·1'\c "'8"'J'-.:>.-, COMM()\,WE.\l..:rH ()F PENNSYLVANIA'• Tn:\\"~lTIl INHERITANCE TAX RF.~IDENT DECEDENT SCHEDULE "E" JOINTLY OWNED 'PROPERTY H\STRl'CTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi t.h another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entiretio:!s,or joint tenants,giving brief description,as indicated lmder Schedule "A",plus the date and place cf record of instrument effecting vestiture,but do not include entireties or out of state real·estate v£lue in estate valuation column.Personal property should be listed as in Schedule "B",plus date of ac~uisition,and the name,address and relationship (if any)of co-~wners to the decedent. Description of Property,Date Jf Acquisiti~n,;Name I Address and Relationship of Co-Owners,and Place I of Record of Instrument,where Real Estate.I NONE- ". \,. i;r unit Value ONE percentage Share· NONE NONE Estate Valuation NONE NONE DEPARTMENT VALUATION./"',- CAUTION-Do not Wri~e /7' I n This Space....~ Value of Value Of\\ Entire Decedent's property Interest Insert this total opposite "Jointly Owned Property",Schedule ·"E" in the "As Reported"column on the last page of this return.'-=-.O-J ,1, '- R(lc-il:'h~-'RI C'Ol\tl\toNWEALTH OF PENNSYYLA'i'llIA TRANSFER INHERITANCE TAX ., RESIDENT DECEDENT ........ SCHEDULE <CD" ~.~"',r \., BENEFICIARIES .j.,RELATIONSHIP SURYIVEDBENEFICIARIESANDADDRESSES(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimate:hildren DECEDENT OF BENEFICIARY ave an interest.vested.contingent 0,other-~are involved.set STATE YES IN ESTATE wise.in estate)forth this fact.)OR NO BIRTH ary Stoffer~.Houston"Pa.sister ,sui juris lx&~1/2 furnitureyes ane Smit~McDonald RD 4~Pa.sister yes " " kiRRtltx 1/2 furniture elen Gray,Whittier,.Calif.niece yes td II kt2:6tlh 1/18th thel Tuttle,.Brownsville"Pa.niece yes ""~i1 1/18th v.elyn McCarre11,Wash•.RDI,Pa niece yes ""~Jl~1/18th ilmaKordes"Mifflinburg"Pa.niece yes ""ixti)fi 1/ol8th - ·illiam D.,Morgan,Bridgeville,P nephew yes ..II "kx2:6l.1lh 1 /18tha. obert L •.Morgan..Bridgevii.le.P a.nephew ves "".lci2:&t!h 1/18th eRoy M·organ..Washington"Pa.nephew ""ki2:~1/18thyes atricia.Mor·gan Weaver,niece yes ""ix~1/18th Canonsburg.RD,,Pa. owardL-.MorO'an.Jr••Canonsbl rO'Pa..'uPCl II'"x 1/18th11\ orothy -Walker Smith"McDonald·.ltD 3..Pa.niece yes "".-1/18th obert M.Smith,McDonald RD4,.Pa.nephew yes "il 1 lonLl 1 11 Rth • .A rthur Smith",McDonaldRD4,Pa•nephew yes I.""k~1/18th live.S.Ferrell:Hickory•.Pa.niece ves II "1/18th ance M.Smith"Jr."Gibsonia~P a.nephew yes ""~1/18th lsie Phile..now Elsie Smith..niece yes ""1.-1q 1/18th Pittsburgh"Pa... argerv Roberta.Smith.now Mar{l erv oherta.Farrar...McDonald RD4~I a.niece ~""1 t~2~ttx 1/18thyes ichard L ..Smith Hickorv Pa nenhew vel=:""1/1 8th1 aul Smith",Newtown"Pa.nephew"yes.II II 1~1/18th~ ~ \ ~-.. .. I I,I I I .-.I I '. I ( h M R R P .M J H E ,E W W R L .P H D -R J .0 V E Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DE;\jTH RESIDENCE NONE NO:KE NONE ........ P.Il"THE OF...;THE Deceased . Commonwealth of Pennsylvania G, f L .' Co I t' =%:J(\)e- enc::~~:>::z::l en -< ("):=r' ~ ~o't:l!!I~ -G01;i91;i9-Ef.) (Executor-Administrator must complete "As Reported"column #1.) 1;i91;i9 CJ ~'"d..,(\) 0 1>0>.., til ::s .til til til 0....,......::s(\)e-1>0> .., X til 1>0>-.'"dcr".., ;-'0't:l ~I I t%:l (\).., til .... !',- ....'< II 1>0>....(\) ...,..',... -:.... ........ W en("). :=r'?"" ()c'c'H)ci ~• (. c~ v. (' ~. (. ~ t...-r* () .................Year ~IATTER OF tHE APPRAISE},,1ENT REPORT AND APPRAISAL .. Late of ...1.9.~~.1..I.~..W~....I>.~~~..~.t:r..e.~.t •........ :Sorough of Houston, ESTATE OF MAUDE MOR'GAN~a/k/a MAUDE ALICE MO~GAN, County of .W.Cl!3.hJt:lgt<;>n.:.. Will {It'dttfflI~t1ft~J''~No. ": -Ef.}-Ef.}-GO-Ef.}-€F.'1;i9 ~;:">-.:-',Q:.:>,,~;:r. r~::t:lL..-,II ~::: (..:~:~-:~.!....~·~II .(.~!•\i:~..,- ".~~r.'''-.i .c.. .~'.'1 .. . r -(,) 5111!.\.10 i4JlSID:J\I p .. O:ii~V!~J TI.iSSn~~,~")..~1~....,.r ()lJ () (.). L_. P£::I l·ld'St 1~D.....!~·~t·c' v "'"......J .r ,. L .• o:J -11 J ,I.... _.r •_"r .',....'"',._J L.-.). (1 George B.Stegenga~Atty.() :1:)~ () 'JL-., G 1 ,. '--- r 1 it-';'CO,.. ;tA:l;co :'tA:l:.;.-3 ;~ :, t-'; :~..00:~ :0 tA:l:~::z::l:Z co·:o(\)........ :t'-:!f':~'g~-:J;t'-:!:+~:·ct:c...- L ~TJ.~clA (-C~:.~.._.,\'1 DEDUCTIONS ALLOWED IN V~~_/...~~'-.,CXl?Yl~~~FFICE OF TME STATEMENT OF DEBTS THE SU~OF $..:~.m~L..mm OF wa;~;:;;O::W'LL6 COUNTY AND DEOUCT.IONS .",...v'.iJ=/f-~1 ~GENT OF THE COMMONWliALTH d....6/AAAA 7}f 1ft,tl,,:"~ ?7~e----/-C3-t.?f:-//;7Y 0~a4=-1-/S/O R.gl~~WIII',Agent --ESTATE OF Maude Morgan,a/k/a/LATE OF Houston.Washington C~nty.Penna. Mallde Alice Morgan.August 24.1'9'68 DATE OF FILING APPRAISEMENT D"'TS OF DEATH __~__--:.._ D"'TE NO.OF VOUCH""NAME OF P...YEE Speakman Funeral Home REMARKS Funeral Bill .....OUNT 1.395.00 9/4/6l ]lr.J.K.Mi~Carre 11 ]ine Lawn Home IF.J.Buckley Ins.Agency ]urtz Monument Co. Adm nistration Expenses: Re-gister of Wills. Washington County Reports Observer Publishing Co. Ree:ister of Wills Ree:ister of Wills doctor bill nursing care &medicines estate bond premium tombstone Letters of Admn.C.T.A. Legal Adv. Legal Adv. Short Certificates (4) [nv.&Appr.w /debts &ded. 16.00 115.50 135 00 217.30 22.00 Ht eo 14.00 I 4.00 :?,0-0 LLL~rSl: Robert M.Smith Admr.c.t.a George B.Stegenga.Attorney Dorothy E.Hurley - COMMONWEAL.TH OF PENNSYLVANIA .Admr.commission Atty.commission notary fees . .lUl1~.l· 919.69 950.00 7.00 '77 CJ-(), ( COUNTY OF Washington I,~Rober~M Smith,Admr c 1\a HEREBY CERTIFY,THAT.TO THE BEaT OF lilY KNOWL'!:DGE AND BELIEF,THE FOREGOING IS A JUST AND T~U E BrAlIEMENT OF DEBTS.FUNERAL ~ENSES AND EXPENSES 0 .. ADMINiS:r'R"'!}ON SUBMITTED TO THE ESTATE OF Maude Margan,/5~Maude'Alic7:OE°le~a...~DEDUCTIONS FOR INHERITAN'::E T....X PURPOSES..~)u'/J.,,,...*\.~7-£_.o#;A ~;..,-';./(L.S.) _...J .:S r:.R~~D ;UBSCRIBED BEFORE ME THIS 14 DAY OfF 'Robert IVI.Smith,Admr.c.t.a. _:'oj ..ol"t~'//_18 ~ ---.....f"j,.;,.7 a:'l/Y(//.A V{,.// ~:'-~a1~rY/J?f)tibliC':-City &....$'0.of Wash.•Pa. '/'LVfy~G()m.Exp('/2.'10/69 '._"a·. .., J • ,':::.i .c ~,:..;. ..":,_,,,,JI' ~.... . I j \~"."s'~'" .. -t • J ••, \f' f '. t. ..',' r I I· .,.,,•~3 (..0~..':"';;1;j -.t"r 0m::;:)0 --;:nc::-i (I~enif'(/)-;:;.I~i--'::OJ-:-L"i r0'7 n',-=1-"-,-:-0.».::::~::::.: 0r-,..'f~_ I '0en ". W ~ ..; " (. '.(. -...,. ;,.. ~.' .....,.. ..... iE .~, Docket -3 7 -)'L3-=3__TvIorgan,Maude IN THE ORPHANS'COURT O~WASHINGTON COUNTY,PENNA..'~I D~~.:Of d.aIb .f}--Pt/-t K' In the matter of ,bhe Audit of Account filed in the Estate of No,63 -68-1178 Term,19__,A.A. Dee..""j TO THE AUDITING JUDGE: Enter my ,appearance for the Commonweallth of Pennsylvania,claiming transfer inheritance tax in the above estate,as follows DR. To appraised Vlalue of Estate:ReaLty__ _ __._._$---:=-__. _ Personalty __ _ _ _$_-'-/..:.-?-_'_9_3....:......,_7.......,f.~:......!!..~_• Additioll'al Assets per Account,Subject ,to Tax__._.______.._- $_ Additionall Assets per Audit,Subject to l1ax _..- - - --$---------------_ GROSS VALUE __.__ ___.__$-_ CR. Debts Illnd Expenses per Account;see ~ote Add}tiolllal Debts and Expenses per Au.jit I ) $------- $------ $------- $------- $-----$ $-- TOTAL DEDUCTIONS,$ Cloor Value ......._..........'"_/_'1-"-_S'--'j'--'-O-=-I_lI--'j=--~_ Less Deductions _. CALCULATION Gross VaUue _--=---/.=:-!_3~7~;;-(".--1-'1_.__-;~'2(t{1 'Ehe following cre-dits claime.jin the Account are held not deductible -a'S against the tax:NOTE: $-------- Tax-i able fa't ,, 2%\ Interest__yrs.__mc·s.__days @ __%-$ TOTAL TAX AND INTERESO DUE_~'::Rl'~~~ .QJ>..~/ ~ca~l/ft,! Balance __---$ Less amount previously palid ·..............$ - Total Tax _.____............._.__ _ _ $ $------- J If ~;f),£~~---------.-=Tax-,?---.-- -----(1 \---- !$_;l111,~1I, t.-l17f !>'1, z,,11 ~'f \~ ._~t ~-l ·......--..• ~..~"':'l.....-....... ~ () 0s:"0s::0 0 :I-Z m~() m "0:I-m tojI"'~t -l 'TIJ:'TI 0 ~0 0 :0 'TI :0 :I-"0 "0 ~'"m "0 ~Z mz:I-~fI>:0-<:l-I"'Z ...~()~m Iz ~> ':D >'»ill ~~ '-....\ 'RCC-81 (2-64) ~OMMONWEALTH OF PENNSYLVAN IA DEPART.MENT OF REVENU E BUREAU OF COUNTY COLLECTIONS INHERITA,NCE TAX DIVISION NOTICE OF FI~ING OF APPRAISEMENT ROBER ~1.SMITH (i~:Q+Admi::listrator)G.T.A. IN YOUR REPLY PLEA8E REFIR TO 37~143-3 In Re:Estate of Mi_A.~U..,:..D_E....;M:..:...O_RG....;r._AN~a;;;Ll_=k:.Ll_=a:..__ ___----:H~«i~ij~U~ID~N__,-----County - F He No.63-68-1178 You are hereby notified that the origin,l appraisement in the estate of Maude Morgan a/k a has been filed in the office of the Register of Wills qf Washington County on OctobEm'18 ,19 6a .Said appraisement reflects'the following valuations: Real Est ate -------~--:o'.."..",...-=.,..__- Personal Property -=l3~,~3:...:93~•...!.7.:::!4:...__ Transfers _ Total ---,-__...:!:1"""3~;.L3..L.93"'-".LJ7~4'--- As to such tax that is p~ij with~n three months ,from date of death,a five (5%)percent discount is a~lowable.As to any ~ax that rem~ins unpaid after one year from d~te of death,interest at the rate of six (5%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by la\ol. Date ...;....l,O.:.loc.i.l.t<.loQu.b/.!ie..r--.Ll~$l4-,-..1.J.9lJ.6l.l.$_Si"De~C~52:&~ Title irf.R.CHANEY,C "APPRAIS~'- DATE OF DEATH:August 24,1968 l ,Nofe:This is not a bil!. MORGAN, RCC-39 (6-67) COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX .----.-. RESIDENT DECEDENT MAUDE a/k/a 1'10fi.GAN, FILE #63-68-1178 August 24,1968 SUMMARY l~AUDE ALICE FILE #63-68-1178 08-24-68 10-18-68 rl,EPOHT OF INHERITANCE TAX APPRAISER .I~the unrlersigned du~y appointed Inheritance Tax Appraiser in and for the County of ff 63 Washington ,Pennsylvania,do respectfully report that I have appraised the real and personal prop~rty as reported ~n 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". ?~~'(2~'~~~~ ApPRAI Dp.ted: 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 itemE where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTtR OF WILLS ======:= 13,393.74.18.393.74._ =====.- VALUE AS REPORTED VALUE AS APPRAISED V~A~~~_~~~~~~ *._-*-----18.393 .74._' INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Join t-Held PrOoperty (Schedule E) TOTAL GROSS AS~ETS LE~S Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities.. . . . . . .$~__ r ESTATE TAX ASSESSMENTS (:;:)As evidenced by Chari table E:l(:emption Certificates issued by the Secretary of Revenue. CO~WUTATION OF TAX , fOR USE OF REGISTER .ONLY T ax on $________fi%$_ T ax on $.__10%t __-'--_ _T ax on ~.~,$~_:_ Tax on $.__~_.rfl $ Exemptions=======:=(:;:) Total Estate __ TOTAL TAX $~ Less tax previously paid $========~=== BALANCE $--~--~Less 5%of tax if paid witnin 3 'months after death $=======:=3!LLANCE OF INHERITANCE TAX DUE Add interest at rate of A%from to AMOUNT OF ESTATE TAX ASSESSED *._ Estate tax paid $_ BALANCE DUE Add intere~t at rate of 6%from to TOTAL TAX BALANCE PAID $------- *------- *-------$--------$ FOR USE QF ~EGISTER QNLY ADJUSTMENTS NOTE:Where subsequent adjustments are mad~to the above computation of tax by the negister of Wills,for proper reason,same should be noted below,with short e~planation. --..... ,~ /." /' _...,,";.1 :~~inistratiOn INo ,. ,•Year ,. .. IN:THE ".F e\ \ MATTER OF THE APPRAISEM'ENT t OF TIlE ESTATE OF ..MAUPE ..HORGAN.a/k/a ,. Deceased Late of .....HOG$tO'I.'{. County of .wAs.H.l.NQ'r9~. Commonwealth of Pennsylvania REPORT AND APPRAISAL ; " > ". ,.' .. .. " .v .....-...... COMMONWEALTH OF PENNSYLVANIA DEPARTM::NT OF REVENUE INHERITANCE TAX DIVISION~'\Xc¥XXcJ.J&I~UOOfJrtx,lWtr.,x244 Washington Trust Bldg. WASHINGTON.PENNSYLVANIA 15301 November 14,1968 COMMONWEALTH OF PE~lNSYL VANll:A DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION .DOEWriE BUILDING HARRISBURG,PENNSYLVANIA 17127 ATT:'MR.iOSEPH F.SHAMAYl'CHIEF RE:Estate of MAUDE MORGAN,aka ,..MAUDE ALICE MORGAN 'FILE #63-68..1178 .. Date of death August 24,.1968 Late of HOUSTON,liASHINGTON COUi\;"'TY Dear Mr.•Shamay:. When the appraisement in the above mentioned estate was typed up the insuranc,e policy,Metr'!>poli,tan Life Ins.Boliey #184-087 R.B. listed on Schedule "BU was:omiti:ed.This insurance policy was payable to tire Estate and therefore is a.part of the Personaly Property belonging to the decedent. May tole have your permission to add this item to our appraisement? The amount of the Personal PropeF'ty should read,$18,393.74 and ··,Dot $13,393.74 as it.appears on the Summary Sheet • .Awaiting your ~ep1Yi I remain, _.-...- , ... november 22,1968 Honorable Warner M.Depuy Secretary of Revenue Finance Building Bani.burs,Pennsylvania BeI Estate of Maude Morsan File No~63-68.1178 County of Washington Dear Mr~Depuy, Purauant to the provisions of Section 1001~1 of the Inherit- ance and Batate Taa Act of 1961,a Protest 18 hereby fUed againat the appraisement filed in the Off1ce of tho Register of Willi of Washington County of October 18,1968,in the estate of the above named decedent. Protestant objects to the exclusion·fram the Commonwealth's appraisement of the proceedo of Insurance PoUcy '184-087 R.B.of the Metropolitan LUe Insurance Company.The proceeds of this policy were properly reported by the estate of this decec1enb but were excluded from our appra18ement of Octobor 18th and marked "not taxable".This action apparently was prompted by the misapprehension that the proceeds of this polley vere payable to a named beneficiary and hence exempt from tax under Section 303 of the 1961 Act. Protestant advises that the Chief Appraiser of Washington County, Pennsylvania,haa informed this Bureau by letter dated November 14,1968, that the proceeds of this policy uere payable to the I'estate".Protestant believes,therefore,that the property in question is subject to inherit- ance tax and should be included in the appraisement of October 16,1968. Very truly yours.~/~Richard L.Witmer.Director Bureau of County Collections CCI Francia J.Gafford.Deputy AttDmG1 General ,ee.Ceorte D.Steeeaca.naquln~CCI William n.CbaDe"Chief apprateer cc.nun.n t:arlno.Rer.;tster of Willa COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG :'~:'!if<-J-y:' i 7127 January 27,1969 William R.Chaney,Chief Appraiser Inheritance Tax Division 244 Washing~on Trust Euilding Wasliington,Pennsylvar-ia'15301 Re:Estate of Maude Morgan cr"~File No.63 ..68-1178 County of Washington Dear Mr.Chaney: Enclosed he~ewith is a copy of a Protest filed in the subject decedentl~estate. Om January 27,1969,Mr.Richard L.-Witmer,Director of this Bureau,adv:'sed Y9u that the Protest has been Sustained. Accordingly,you are authorized to.amend the record of this estate to conform therewith. Very truly yours, ·'1.1ltttM~, ep F.s£amay,Chief eritance Tax Division For:.Richard L.Witmer,Director Bureau of County Collections JFS/11c Enclosure cc:Russell Marino,Registe~of Wills .---. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG ...... 17127 January 27,1969 W.R.Chaney,Chief Appraiser Inheritance -Tax -Division 244 WashingtoL Trust Building Washington,PEnnsylvania 15301 "Re:Estate of Maude Morgan File No.63-68-1178 County of-Washington -'The Inheritance Tax Protest Board of the Pennsylvania Department of Revenue met on the 17th day of January,1969,and considered·the Protest filed in the above estate.The decision of the Board fvllows: .' -The ?rotest is hereby Sustained. filed November 15,1968,~~the above ~tter i4J~_ 'Richard L.Witmer,Dire ctor Burequ of County Collections .For:Warner M.·Depuy Secretary of "Revenue ••.1 .~.-- Honorable Warner ~1.Depuy :lecratary of Revenuo J'1n&nce »ul1cUnS 11m:'J:Ubura.Pcmnayh-anlA Ito.Eltate of Mauda Moqanru.No.63·68-1178 COUnty of Waablnstcn Dear M:'.Dov.sy. Purauant to the prov1stm:s of Section 1001.1 of tile Inherit. ance and !state Tu Act of lt61••h'otdt is hereby filed qaiDst the &ppra1aement fUec1 in tbe Office of the ReaIStel:'of WU18 of \rluhf.n!ton County of Oo:tobu 18.1968,in thea eacae.of the 4~fUi:Ied decedent. Protestant objectG to the cxclus10m free the CCCl1I!liOmIUltb'e appraisement of the proccedo of InIUft1E8 'olicy 1184-067 1.B.of the Metropolitan Life Insuranco CclJpmy.'ib8 proceeds of chi.policy vere I=perly ropert."by the cscato of this decedent wt \Nro exeluded fran our o.ppralsGe11t of October 16th cn4 nQ1:'kGd."not tuableu •Tb10 act10n o.ppa:rcmtly ...pramptod by tbe mlaapprehenaion that the pnx:eec!s of tb1s polley were pcyablG to a natmd beneficiary and bene.eampt from tax wldc1:'8cctlon 303 of tho 1961 IIct. Pttoteatant advtlu tbattht!Chief Appraum:of V&1h1agtoo County, hm2sylvania.bu 1nfO%Eed tb1a Bureau by letter daca4 Novembu 14,1968, that the procoe<a ofthia FOU.cy wre ~ynble to the l'utat.,".h'oteatant bol14Vt::s,therGf",*,-that the "property in ~ueatlon t.subject to inherit- &'l'£Q taB IU:c1 abou1d be inCluded in ebc appraisc=ent of Oc:tobor 18,1968. Fonn:RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE October 18 1968......................................................................1................................. DEPARTMENT 'OF REVENUE RESIDENT INHERITANCE TAX Washington"COUNTYBUREAUOFCOUNTYCOLLECTlON~..................................................................................................... APPRAISEMENT ..~ FILE NO...:.......................??=.~.~:~.~?.~;._........................BARRISBURG.PENNA. .~17121 '".,: Whereas.......................................~~~Q..~...~.9r.g~.......~I.~!~.............................................late of ...........................................H.Q.W3..t-.Qn..........................................., in the County of ...............,............................W.~.~.h.iD.gt.Qn .......................................................Commonwealth of Pennsylvania.having died on Ithe.....................................2t.......th........................................day of ...............Augus.t .........................................19...68....seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I.....................,........w..~..f:,.~....C.han.e.Jr.............._..................................................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 ir..possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppralsamentDescriptionofAssetValuasMadeforInheritance Tax Purpoles-$ PERSONALTY: South Union School District Authority,~/",.-<1 School Bldg.Revenue Bond,Series A,coupon 4-3j~1,000.00 4 3h.Pfd.West Penn Power Co.Jim TP025 4.20%274.00 102 Sh.Com.Jones &Luaghlin Steel Corp:@ 96 Sh. #PC022l..11:2 Sh.PCO 126S1..1..:2 Sh PC0658l..S:1 Sh: ,PCO 93519:1 She PCO 156051 6.668.25 5 Sh.Pfd.Duquesne Light Co.P050 3.75%158.75 80 Sh.Com.Duquesne Light Co.PB12419;D19103 2,452.00 25 Sh.Com.Equitable Gas Co.P069 906.25 36 Com.&Co:tmx , Sh.Penna.Power Light 15 Sh. AC.1)37202;18 Sh.NCj0287308;3 sh NC/0155560 1,071.00 .. ,- Savings Acct.#696,Western Pa.Nat iona:"Bank,. 'Houston Office 10.00 .;, ., lJheckine:Acct.#151-7l..2-221.balance.Western Pa.National Bank ,Houston Office 853.49 Total 13.393.74 .. 13.393 74'. '. . ~ Total 13,393 74 , .. . form~~':fhbl:~::~h~W~~~~~~:~a~o~~~r;iS~?€~f~ .pnl~r ~~r~:')';:~~: ~ ..~\ ,... ..· · :W.<;1.:~h;iJigt.Q.n ::..,;CDutily,..,,; ,..--:'"':.;...:.~--..:~ RESIDENT INHERITANCE TAX APPRAIS~NT ...,. ~"I.,'• p....J.1 -$:'r,.'L..,,_tJ~ ~69 JUUl3 ~H 9 Z3- '- ",. Estate of . ~RUS~c ...~~0:~P.~...~'~?~~~.~....~/~/~···D~~~~;~i ':;r ~~E;:~,<;,-JiT~1LoO~~W~~~~ I ..''~N CO.I,Late of "PA. I...Ho.1J.S..r.QN ::..:. Date of Death,A1-:lE;:w.?t ?4,+..9QJL . Appraiseul.el!t Docket Vol.37,. Page,143:::-.3 No 6:b.6.a",ll7B . Filed in Register's Office,Q.c.t.Q.b.~r....18..".19.6.8 . Amount of tax due,$7 ~..........•.......•..•.••...•...•:.. DEPARTMENT OF REVENUE Received, , Exo.mined and Approved,. Wrote abo.ut Appra.isement, Appeal j?om Appraisement,. Entered and charged, 't. " 'f ., -" ,-I /COMMONWEALTH OF PENNSYLVANIA APPLICATION FOR AND CONSENT ,"-,DEPARTMENT OF REVENUE TO TRANSFER SECURITIES f \EAlJ OF COUNTY COLLECTIONS REGISTERED IN THE NAME'l ----L__O_F_A_R_ES_I_DE_N_T_D_E_C_E_DE_N_T__.L------- APPLICATION DATE Dec.10.1968 TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for CQ'lsent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a)~EE ATTACM~D SHEET:(c)_ (NOTE:In describing securities enttr in (a),ab ate,either the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and 'n (c)the class of stock or the stated interest rate and maturity date of registered bonds.), ,on---"A""-U"'lIU......S=t......2....,,4'--.-=1=9:...:6=8_ (Date of death)(Name,of Decedent) ISSUED ON,,Gllcl havin9..<!TOTAL M,A,~KET VAilUE OF $_ (Datel.•,Maude ,A lice Morgan as of the date of death of the decedent,Maude Morgan.,a/k./a (State)(County)(Street and,Hum'ber) who was late of 160-1:::../!..:2::........:..W.:....:.:......_P..=..ik=.e=-'..::.S.:..:tr:.....:e:.....:e---"t.!....--~~_,H...,.--:.OU.,...:.,_st_o_n_;_~_w_a_s_h-i-n.=.gt-()-n--P_e-n-n-.:sy~l-v-a-n_ia_ (Post Office) The securiti es are registered as foil ows:_---=:M=:A:.!:":.==U:.=D::.:E=--=A:.::.'~.--='M=O:.;:R:.:.GA=:.::N.:..._ (Name or names in wh j'ch certjficates are registered) ADMINISTRATOR)Robert M.Smith. ~)(rqame) R.D.'4.McDonald.Pennsylvania 15057 (Address) NAME OF APP.UCANT Robert M.Smith.Admr.e.t.'a. COUNTY FILE NUMBER 63-6B-1178 AODRESS OF APPLICANT ~CDona1d Pa.15051 BUREAU FILE NUMBER Same SIGNATURE OF APPLICANT~m.,'Z;;2 NOTICE:IF YOU FAIL 'TO PROPERLY FILL IN ANY PQ'RTION OF THIS APPLICA TlON,IT WILL NOT BE ,CONSIDERED COMPLETE AND WILL BE RE'n.iRNED TO YOU FOR COMPLETION. COMMONWE/l,LTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECWRITIES ,.'DATEDec.lOth.1968 I hereby consent to the transfer of the ,above securities now registere'd in the name of the aforesaid"I I , I: I Decedent and waive the fi ling of 0 certificate certifyi,ng to the payment of the transfer inheritance tax to which the property of sai~D~cedent is made subject pursuant to the provisions of .the Act of June 20,1919,P.L.521,.' as amended and the Act of,June lS,1961,P.L 373,as amended ...Th'is:'is also in accordance with the provisions ,' of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property operates only in ref~rence to the estate of the above-named Decedent. Secretary of Revenue ,:;-' (Signature) Register of Wills washington (Title)(County) $1,071.00 Appticatio~'for'and Consent Tci'T~:a'ri$f~r Se~u.rities Registered in'~atneof "",Resident Decedent ..attacbeHfto Form RCC ..72 12/10/68{,. \.~AppUcationfor consent to tr~nsfer tbe fOI!<>.,!lng securities of Pennsylvania Corporations:"(~(a)36 shares,/Pennsylvania Power &Light Company;(c)issued as follows: - ,15 shares common issued 11/9/53 18 shares common issued 4/21/59 3 snares common iss~ed 4/19/54 Total value at death--- .COMMC',.NWEAl·TH OF PENNSYLVANIA '".DEPARTMENT OF REVENUE eUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLICATION DATEDee.10.,1988 j TO THE PENNSYLVANIA DEPARTMENT OF REVEt-.'UE: Application is hereby made for coosent to the transfer of the following securities of a Pennsylvania Corporation or a National Bankin~Association located i1 Pennsylvania: SEE:ATTACHED SHEET(a),..i.(B)'~.:.{c)_ (NOTE:In describing securities enter in (a),ab Ofe,e:ther the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing compon-,and in (c)the class of stock or the stated interest rate and maturity date of registered bQnds.) ISSUED ON ',aAd having a TOTAL MARKET VAilUE OF $_ (Date)Maude Morgan.a/k/a as of the date of death of the decedent,Maude Altee Marian ,on-....A1!ItAflgt!iA"..s:u.t.......2lil"'.......-1.Q.9,u,8u.8__ (Name of Decedent),(Date of death) who was Iate of 160·1/~2=-W..:...:-=......;R=k~e----.:S~tr~,~ee~t.L-__....:H=ou.!!!s~t~-o~nL-__'Wll·..lI!aLlii!Byh...i0.&4&'1)-ILWODu,'.1----J!PL.leiil.ln<&lln.....s~y~l.¥Jvan..l.I.ll~a......._ (Street and.l'4ulllber)(Post Office)(County).(State) The securities are registered as follows:_~MA~·'-'!.U.l!!..!!!D~E!!!......!!!.A~.L.......!>Mm-O~R~QIo4A~NL..-_ (Neme or names in whi'ch certificates are registered) ADMINISTRAlOR)C..T ..A••Robert M.SlIllth,8.D.1#••McDonald,Pennsylvania 150S7 ~)("lame)(Address) NAME OF APPLICANT Robert M.Smith.Admr.c"t.a. COUNTY FILE NUMBER63-68-1178 ADDRESS O~APPLICANT R.D.Ii McDonald,Pa.15051 ku.BUREAU FILE NUMBER Same SIGNATURE OF APPLICANT':2~~~L1!.,r~(&~~~===---- NOTiCE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPLICATION,IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE Dec.10th.1968 I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Ac'.of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described propert;t operates only in reference to the estate of the above-named Decedent. Signed fo e Secretary of Revenue By ,tl~#jpuri> (Signature) Register of Wills washington (Title)(County) 1. Application for and Consent To Transfer Securities Registered in aame of R~sldent Decedent -attached to Form RCC-72 12/10/68 Application for consent to transfer the following securities of Pennsylvania Corporations: (8)5 shares;,(b:'Duquesne Ligbt Company;pfd.stock 311*.3.75fo. (c)pfd.·stock issued 11'/26/51 Total value at death--'$158.75 ...~_.-._---.-----~..-.._-~-- (a)40 shares;(bt Duquesne Light.Company;2. 40 shares:......-80 shares (b)same. (c)~ommon stock issued 3/11/54 t/2,3/59 . Total value at death $2.452.00 1- s.(a)4 shares;(b)West Penn Power Company;(c)pfd.4.20%,Issued 4/1/G8~ Total value at death $274.00 RCC-72 (6-67)• COMMQNWEAL TH OF PENNSYLVANIA .j(.DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR A~D CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLICATION DATE Dec.10.1968 TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located cin Pennsylvania: SEE ATTACHED SHEET"(a)°.(13'°II ~-(c)_ (NOTE:In describing securities enter in (a),ab O'e,either tne number of shares of stock or the face amount of registered bonds,in (b),the name-of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.) "ISSUED OH ,GAd havin o g a TOTAL MARKET VA!LUE OF $_ (Dote)Mau.de Mo_raft,a/kfa as of the date of death of the decedent Maude Allee MOrgan ,on August 24,1988,----------'----------------- (Date of death) PennsylvaniaWashington8ouston (Nome of Decedent) who was late of .160-1/2 W.Pike Street,------------------------------- (Street and Humber)(Post Office)(County)"(State) The securiOtiesare registered as follows:M_A_o_U_D_E_A_e_M_O_R_G_o_A_N _ (Narre :)r names in whioch certificates are registered) ADMINISTR"ATOR)C.T.Ae Rob~rt M.Smith,R.D.'f,McDonald,Pennsylvania 15057 ~~)(Neune)lA~dress) NAME OF APPLICANT Robert M.Smith,Adm...c:.t.a~ COUNTY FILE NUMBER 63-68-1178 ADDRESS OF APPLICANT R.D.1#4,McDonald,Pa..JSOS1 BUREAU FILE NUMBER Sam.SIGNATURE OF APPLICANT ~Ju ..~ NOTICE:~F YOU FAIL TO PROPERLY FILL IN ANY PORTION CF THIS APPLICATION,IT WILL NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.1============================================================---<COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRA~SFER SECURITIES DATEDec.lOth.1968 I hereby consent to the transfer of the above securities now registered in the name of the aforesaid Decedent an~waive the filing of a .:ertificate certifying to the poyment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant t:>the provisions of the Act of June 20,1919,P.L.521, as amended ond the Act of June 15,1961,P.L.373,as CDl1ended.This is also in accordance with the provisions of the Act oi April 9,1929,P.L.343. This Consent to Transfer the herein desc!!bed pr:>perty operates only in reference to the estate of the above-named Decedent. e Secretary of Rev~nue By •.~~{~~~~-P;J:; (Signature]Register of Wills Washlng~on (Title)(County) Brite 'aw'liAq;WIQ •1'/ Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax RESIDENT DECEDENTS File No 63 ...69....1178 tfAS\UNGrnN Pa,Office REGISTER OF WILLS." Received from Rabon li.smith' (~oc~m:,-.~u ·.~)cl~~~OLf ~~~"~~~··~I~W~R~~~"~N~_ who diedA.t:lgns t24;19~athesum of ftiO!HOl1SAND SEVENTY B.ddno!lOO ..............Dollars, being"TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Tax on $_ Tax on $_ Tax on $_ Real Estate Date Vcifuation $,------- $,------ Total $------ 5%$_ 10%$_ 2%$__---=-_--'--_ Tax on $On Account;15%$2t11Be 95 1f[ffiD [P[LD ©£Lr[37-143-3 NOTE:This 'triplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes. •~---~~-.Q"~-:--- $========= $------- $·108..9S $======== $-------- ~C:~~j/t."Pt/D Register of Wills MOORE BUSINESS FORMS,INC.,ElMIRA.N.Y• S E,A-L .,.I'~'~).'/' I .~r~I'-=Jq;:...!. Total Estate $-'-_ Total Tax $--'-_ Exemptions *$============:::: Total $2,070.00 ~As 'evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.L.1757,effecti~e June I,1957,as =ended by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302. Balance Less five per centum of tax if paid within 3 months after date of death Less Tax Previout;ly Paid (if any) Amount of Estate Tax Assessed under the Act of May 7,1927. I'~~-.1 Add interest at the rate of % from _ to _ ) $--_----:.-_- $. $,------ $DlCOtl'UWI VuluuUon $,-----'---- $,------- Total Date Personal Property Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities ...Dote 19__c $,--"--'---'--..:....-_--.;...---'-::....;:;; -----19_"-'f£:$================ Estate Tax Assessments Date 19__$,_ -'--19__~$==::::::;:========= iNOTE:In accepting the transfer inheritance tax on future estates'prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is und'ilrstood 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. ...:". OORM RCC-4-Rl TRANSFER INHERITANCE and/or ESTATE TAX. REsiDENT DECEDENTS. RECEIPT '., Docket u-page 1A3Ijne_'-3~- Estate of Ml.tmS lIORGAH OFFICE ,OF REGISTER OF WILLS WASHINCTON•Po. Date November 14 i9~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 ·..I~$SlttHlltINO Register 01 Wills 1201 (g);Act 01 April 9.1929.P.L.343.as amended. vi.:-"To receive Irom Registers 01 Wil1s 011 duplicate Ie- ceipts lor taxes paid to,them by executors or admbis-uators and to charge the Registers receiving the money with the amount receipted lor.The original 01 each s'.lchreceiptshalIbesignedandsealedbytheRegister01 Wil1s and transmitted to the executor or administrator. whereupon it shalI be a proper voucher in the settlement01theestate.In no event shalI the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceipt'is so signed and sealed bytheRegister01Wills," Fil1 in below name and address 01 person to wbom tax receipt is delivered: I ..-...jOt~J'\1l\1Z B.,SDGEfnlA 516 tfASIfINGTON TRUSf BUnDlNO I t, ~ .. 1. L lilASMNGfONg pmmmVAtIIA 15301 -.J -----_..---------------------- c.~r.A.Affi~auit (@f i~~A~mini!itratnr !e~-~·f-/(7r j;tutr nf Jrttttsyinuttiu.t ss: •C!l.nuttty nf Busl1ittgtntt \ Personally before me,the undersigned authority,a ~.~~~.!:y.~9.p.!~.~..in and for said ~~~~yac:~~di~:~~;~1:r:,e~:~~~~?~~~~;.~~;...§.~r.Hi~··~h~·~_;···~d~i~i~·~At~Vw~~~h~:~~a:~~. M:.a.u.de...Mor.ga.n.....~1.kL~JYJ.~M9.~..~J!9.~...M.Qr.g~n.deceased,that the fo:-egoing .schedules constitute a I t ..t T d . t f th I d Itt f Ma'ude Morgan,alkla MaudeAlic~<wt~t~dB.ven or)an appraIse~en 0 e rea an .persona es a e .0 _._:..............:~: , aeceasel:t,eJ!cept real estate outsIde the Commonwealth of Pennsylvama;that the fIgures OpposIte each Item of real and personal estate in the foregoing schedules are d,etermined and stated by the undersigned to be the fair value of said items as of the qate of the decedent's death,based upon a just appraisement of each item made by the above named~.Administratorc.t.,a. (Sll~il·j;?n.~:~:::..·;·.;~:;;.·:··;.·~.,hif.tL )·:···~lIJ.·~~~:::~:~;;~t~;··c:t.a. My eo:;~~%~ii:Jl~f~~t~~·C'f;;~i!g~i~~Nt-fR~~IoNs ;i ,IL An inventory must be filed within three months after appointment of Pers6nal 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 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estat;e Tax Return. '.REFERENCE,FOR-ADDITIONAL COPY Act 9f 1947 P.L.513 Sec.5.2,72 P.S.4844.2 )- iI 1:- ','...\. .. 1J~nrntnry:anb !\ppraisrmrnt of 'the goods and chattels,rights and credits which ..'.'....o'Alice ·Morgan.,. were ofM~yg.~..M.Q;rg~!IJ ~1J~l~M~JM;!~I Jate oj !;l.Q;r.QMg~..Qf...!!Q~.~.1.Qn ~...'- ('., Washington County,Pa.,taken 'and maiJ.e in conformity with the abrrO'e affidavit. DOL:.LARS CENTS ~Metrop.o1itanLife Ins.Pol.No.1<8'4....-087 R.B.------'....-.-.---'!" -1 South Union School District A:uthority·School Bldg., R.evenue aond,Series A.coupon 4-3/8%---"'-"'''~ Following.Stocks.:value as of date'pf death: 4 Sill.Pid.·West Penn Power Co.TP025,4•.20%@ 68.5!;>---"'''_'!" 102 She Coin.Jones &Laughlin Steel Co~p:@ 65.375 "96 sh.#PC02241lj 2 she PC0126~44;,2.sh.PC065a.g.;5; ,Ish.PC093519,.1 sh.'peo }-5601;total~·..o.-----..-..-.._..,... 5 Sm.Pfd.Duquesne Light Co.P050,3.75%@31.75........._-, 80 Sh.Com••Duquesn~Light Co.PB12419j D19103 @ 30•.65-... .25 Sh.Com••Equitable Gas C9.POG9•.,@,36.25-~..-.......-..-_.. 36 Sh.·Com.,Femia.Power &Light Co.:,@ 29•.75 , 15 she AC/037202j'18 She ';NC0287308j 3'sh NC/0155560 274.00 Saviilgs Account #696,Western Pennsylvania National Bank. ,Bouston Office,.balance-----....-·.....-<iO....•......-....-"!'..-..'!".... •.f •••f' Checking Account #153·-142~221,\Vestern Pennsylvania National Bank,Houston Office.balance..•........•·........."!'.....'!!'.."!'....'!'..'!'·853.49 $18.,393.74 \ ,..~... "', ,, ~.'.,-.-'..'.:.' I I i, ~-' i , i ,. ....._..,~..._.......,...."-f........1&"~'-. f ',' -...._.of ...._ • ." .', .\, " ... ,~ d ! LAS 'r.~WI L LAN D T E S TA M E NT ---------------------~-------" I~MAUDE MORGAN,of 211 Western Avenue"B,::>rough :of Houston,Washington County,Pennsylvania",beicg of sound and disposingImindandme~ory,do make,.publish and declare this my Last Will and Testa- .ment..hereby revoking any and all wills or coqicils heretofore by me made. FIRST:I direct that all my just debts and funeral expenses be ,paid as soon after my decease as conveni~ntlymaybe. 1 SECOND:I here!>)'give,.C:evise and bequeath to my two siste~s, J r Mary S10ffer and Jane Smith..all my furniture to be divided in equal shares" Ii QI~tare and shar~alike. ~ ~TffiRD:All the .,rest and residue of my estate..~both real,personalIandm~xed and wheresoeve~sUuate,]"hereby give,devise and bequeath ir.. I.', - 7 equal shares,share'and share alike,to my nieces and nephews"namely:I \. t. f'Helen Gray of Whittier"cpalifornia;Ethel Tuttle of Br~wnsville,Pennsyl·"ania" r Evelyn McCarrell -::>f Washington R.D.Ill,Pennsylvania;Wilma Kordes of Jt •r Mi£flinburg,Pennsylvania;William D.Morgan of Brld/leville R.D.HI,Penn- I sylvania;Robert L.Morgan 91 Bridgeyille"R.D.'I,Pennsjvania;LeP..oy \-l Mqrgan of Bridgeville R.D.'1,Pennsylvania;Patri·:ia Morga~Weaver of I 0 ' ~Pittsburgh,Pennsylvania;Howard L.Morgan#Jr.of Canonsburg R.D.#1,Pa., ;~ r.Dorothy Walker Smith of McDo~a1d R.D.113,Pennsylvania;Robert M.Smith ~~ ~of McDonald R.D.14,Pennsylvania;J.Arthur SmUll of McDonald R.D.#4, It::.'•, r I Penr.sylvania;Olive S.Fer"rell of Hickory"Pennsylvania;Vance M.Smith,Jr. o ~ I :of Pittsburgh,Pennsylvania;Eisie Phile of Belle Vernon R.D.'1,Pennsyl- r.. ~vanla;Margery Roberta Smith of Hickory..Pennsylvania;Richard L.Smith I I of HickoryI'Pennsylvania;Paul Smith,cf New Jersey• •t ....... T"-".......FOtRTH:I hereby nominate"constitute ar_c appoint my sister, 'J ""(j ....-...-..-r._.-----............."'_~_.__.~--~...-...-;--.... \ Ti1SMATZST OWA JJIW T2A ..t --------~---._-----....---_""'""!'----_.- :TGHY{ , .od '('sm ~Um)iD~vno:)as ae£9:>$b '(t'U 'lanS noaa a.G bh,q \ ~a.HIHT....- :xI9m.G1l ,2W9r:'Q911 bns C:9~!lIn ~:m OJ l~jii1.G 91',Grja btu;9'lSna tas'1.Brla JSWp9 .I , '{OhSJ :HTrUO~-----,--.. ......, .'''" .~. .,~ MRS.MARY 5':'OFFER,or Houston,Pe:t:1sylliania,and my sister, JANE SMITH,to be the Executrix'of this,my La 3:Will and Testament,and '.direct that no bond shall be required of her. IN TESTIMONY V\J1iEREOF,I,MAUDE MORGAN,have ,hereunto set my hand and seal this ~tJ-day or June,1958. zn~~th1/(SE.\L) Maute Morgan 0 ~. SIGNED,.SEALED,PUBLISHED and DECLARED by the said MAUDE MORGAN to be her Last Will and Testament in the presence of us whoIi'_ ·~·have hereunto subscribed our names at her r.eq~est as witnesses thereu:1to in·~ the presence of the said Testatrix and of each other. ~~~ ~llZ.~~ .Page 2. '~". ~.;';.,"::'\';:,::,~,'".',~.::~~;;;"'t:i:;;;;:-">;:,'\:..,'.,.,~·····~:::·'r,;····:';>;~~~0"3;·()·i~·);7t;:··"· IIr--" I.I ,....'".... ,':~.I :.. LAST WILL AND'TESTAMENT °-----------------------_° III ,''. I,MAUDE MORGAN,·of2l4WesternAven".le,Borough ~f.}I~':lst(mJ :~ashington County"Penqsylvan~a.·being of ?Qund and disposing mind ana memory.do make,publish and declare this my Last Will an'd Testa-i . I ment,hereby revoking.any and all wills or codicils here.tofore by me made. I I· III I I' Ipersonal' I direct that all my .just debts and funeral expens.es beFIRST: .paid as soon after my decease as conveniently may ·be. SECOND:I hereby give,devise and bequeath to my two sisters" I M~r~'Stoffer and Jane Smith,all my furniture to be divided in equal sharessI !I'"'.... .-:.' I.sha~.~.~nd .s~~~e ~l~k,e..,:.....:..:'_: I ·T~RD";--All t~~-r~~t and residue of my estate,both real, !.. and mixed and wheresoever situate,I_hereby give.devise and beqt::eath in , I . II .i f II -I·hereby nominate,constitute and appoint my sister,FOlRTH: I equal shares,share and share alike.to.my nieces..and nephews,namely:. II ..IHelen Gray of Whittier.California;Eth.el Tuttle of Brownsville,Pennsylvania. I "IEvelyn McCarrell of Washington R.D.#1,Pennsylvania;Wilma Kordes of I!Mi.fflinbur.g,PennsylvaniE.;WillJam D.Morgan of Bridgeville R.D.#1,Penn-I I .....Isylvania;Robert -L.Morgan of Bridgeville ;R..D.#1,Pennsjvania;LeRoy' IMorgan of Bridgeville R'.D.#1,Pennsylvania;Patricia Morgan \Veaver of!.'I ., I:Pittsburgh.Pennsylvania;Howard L.Morgan.Jr.of Canonsburg R.D.#1.Pa.l~ I .. "porot,hy Walker Smit.hof McDor-ald .R.D.#3.Pennsylvania;Robert M.Smith:'i I ~of MeDonaid R.D.#4.Pennsylvania;J •.Arthur Smith of MeDonalc R.D.#4,, II Pennsylvania;OliveS.Ferrell of :flickory,Pennsylvania;Vance M.Smith,Jr. IIof Pittsburgh,Pennsylvada;Elsie Phile of Belle Vernon R.D.#1,Pennsyl- I II vania;Margery Roberta Smith of Hickory,Pennsylvania;Richard L.·Smith Ii of Hickory,Penn'sylvania;Paul Smith of New Jersey. "·O;GE 8 S--G-"GA 'I''i,;)...f\.1t.t:.ti I .<.TTCR."';:V o,T Lo,W II WAShl:;'GiO:i TRt:'5T eLC~".II ,WASHINGTCN,PA."'I'.. I I "II I Ii I.Ii I II !,~~.~.~'"7f!f,;!.-;:~'j'.;~~1"t,..~~~·~-~7-7-;2:-.--~,-".~~~~~-:~~',~'~"_f .~.''''~7_.·~~'~,-,~..~tM~;::)O;:iJ!,.:,~,!ja:_-'~..$.).~0~'"I""~~~~-·7 I· :;~.,.:~...->";~.~-"/'.'~•.~''"'~\._:~i:~::".~..~"...-~R ":••'.;..~;}•~'~~'.·~~.i-~.-~':.;.'":f~."r;;"~.r;,,"~~.~.~".;;".';:.~-.;~;;~~-; .~.• .--------:----·'--I-..,.-.·.--o-~~___'__:__~.~.--O..,.-__..__..~_ I " I II MRS•.MARY STOFFER,of Houston,Pennsylvania,and my-sister, II~JANE SMITH,to be the Executrix'afthis,my Last Will and Testament,and II direct that no bond shall be-required of her. I I I .IN TESTIMONY WHEREOF,I,MA UDE MORGAN,haveIlhe~eunto set my hand and seal this .:IS-.day of June,1958.Ii .Il-i I I I· IIIII. j ,., • 1, .'ffl ;\ [ I.1. I IIIIII I L..,,':,".~~-:.... :4d&47J{~ ~l7z.~j;;J~I.1J ;.'''..'I I II I! .Pag~2. .. -'.Imruvb~chV (SEAL).Maude Morgan i . ..'..,. [...SIGNED,SEALED,PUBLISHED and.DECLARED by the said .1 I MAUDE MORGAN to be her Last Will and Testament in the presence of us who; !i ...I. I!,have hereunto subscribed our names at her reques't as witnesses thereunto in !)I·,.I I,.. .. .i I,the presence of the said Testatrix and of each other.I,I '.0 ~. '/ II III '1 1I I I 'II, II 'I .- I. II II'iII .I!" o Ii I ..II il· RGE B.STt:'SENGA'IiIi .TTeRNey AT LAW II SHINGTO::T~"ST SLo';.'I .-'lSHlt·IG'Ol':.PA.II IIj! II II, ,/'---- /', "-.... , 1", ~~-cit";.I 0,d ~a:.-J.~Cit>.....ci~..~'~G:x::~l.t\.~'>1 '<c:0 00....,j u:<l--f(V')~:,W f...l') W '<"-J.W,'F .%tJ)tJ).-~&;l ~....~.~=:J .~<:""':l ti)~Ot:W .o:t~4:::T:l C::,~iJ~~.~.J:..:-,....'ft~~"';i ,.l.