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HomeMy WebLinkAboutOC1968-1292 - ESTATE OF O'BYRNEq,-~; C!!nmmnnwralt4 nf Jrnnsylnania,} maa~ingtnn cnnunty. .s.s. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid on the 7th. day of October A. D. 19 68 , before me, Russell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the C·)Unty of Washington, in the Commonwealth of Pennsylvania, the last Will and Testament of M. Violet O'Byrne, A/K/A Violet Marie O'Byrne late of Chartiers Township in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Mae Louise Paul and Lewis H. 0 'Byrne the Executor S in said Will and Testammt named, having appeared oefore me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as afm:esaid, do grant these LETTERS TESTAMENTARY, unto the said Mae Loui5e Paul and Lewis H. O'Byrne committing unto Them the administration of all and singU'lar the goods and chattels,· rights and credits, which were of said deceased, and requiring Them to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety days ·from the date hereof, and to render a just and true account of said adnlinistration at the expiration of six months from the date hereof, an.f to regard and. comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. " IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at }Vc:shington, this 7th. day of Octob·er m the year of our Lord one thousand nine hundred and Sixty Eight ............................... a~ ..... ~~ Register '. ·' ..... \. ::. ·t'• : ~ . I .I ....... -.;. ..... ·--· -· : -·~ .. -...-:...-,.._ ~! s:=: i Ml, G)! ~ s:=i J:Qi H!:,.' -' ~ 01 j:Q i CD :.· -: oi ..-ti i Hi • i "'·':.' ~! =a ! i .pi ' ... +'i (i)j : ~ •,' r-li .. o! · oi --'! ~~ :;:i >! i .. r ~ i ... i \ N t -~ 1 •• .~- /~--~:.: · ·: ~.,: .i '':~•··' ·'::c:•~•':<~:;.::i~'·"/;;.•,~.>."·''"'"'·"r~·~e~;,. ... .;.,•, ~-F':;' ."-:·~·~-.~~;; ~::;; _ _J;,;~~··Y" ·:, ·:> :~:: • ·.;,._ ~, -~ .. .. : -... -; .: -·. :: _"';· .. :; ·.· .· ~ ~-=:.·; .. ~· .. '.:. . / . _, . ' . I-I. I i I I. I. I· I 1.. "' \ ~/ '·1 ~ ,.. '·,".... _______________ -_ ~----/ •• F ----------------. -.-------------·---· LAST WILL· AND TESTAII'!ENT of -"'\ ... VIOLET MARIE 0 1 BYR~lli ·-·: * * * I, VIOLET MARIE O'BYRNE, of 147 Clairmont Avenue, \vest View,~ Pennsylvania, be.1ng of sound· and disposing mind, do hereby make my Last t'iill and Testament, hereby revoking and declaring null and void any and all ~ills or papers in ·the nature thereof heretofore made by me. ITEM I. I direct my executors hereinafter named to . I pay al~ my just.debte and funeral expenses as soon as convenient after my death. ITEM II. I give, devise and bequeath all my estate, real, personal and mixed, wheresoever the same may be located, in equal shares to my two chil~ren, Mae Louise Paul, of Millvale, pennsylvania, and Lewis H. O'Byrne, of canonsburg, pennsylvania, to be theirs and their heirs forever. ITEM III. At the present time I have designated each of my children ·above named the beneficiary in a life insurance policy. It is my desire that each of my children shall receive the same amount from th~ir respective policies. In the event that the policy payable to my son, ·Lewis H._O'Byrne, shall be in excess ~·or $500.00, I do hereby direct him to use the excess·on account of my funeral bill, and in the event that he does not follow this direction, I charge that sum of money on his distributive share in my estate. . -. . ~. --~-·-----··c-·-------------·----·~------·-~·-· -2-· ITEM IV. I nominate, ·constitute and appoint r-1ae Lou~se paul and Le~is H. O'Byrne executors of this mj Last W~ll and Testament to serve without bond. IN WITNESS \VHERE~F ~ I hav.e set my hand and seal .to this my Last Hill and Testament, \'Thich consists of tvro ~2) pages, to each o·f which I have affixed my signature, this _j__ day of ~~~952. yu?l/); ~(SEAL) ) Signed, sealed, published and declared by Violet Marie O'Byrne, the above n~Tied testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her pre- snece and in the presence of each other, all being present at the same time, have hereunto subscribed our names as \lfi tnesses: ' . .,,,. -··_,;..--.. ------...... ~--.--~.-------, ----·-··--· ---·---·---------------~---..... ~ ... {. • -• .. ' ! '• • ~ '·"'· ":. ~ ' .. ... 1' •• ~ -~ --~ . . . ·-~ .--· .. {I I ! I l ! ! l ' l I i ' I 1 I .. . I -. ( Affi~autt ®f fxrrutnr ®r A~mtntstratnr ~tutr nf ~llrnnagluania, t aa: C!lnunty nf lfaalJingtnn ~ Personally before me, the undersigned authority, a. ............. NQ~~r.Y. ... f.g!?..U£ ............................... in and for said County and State, appeared ...... MM. ... W.J.U:.§J:i ... f.AYit ... ~.P.:g .. J&~U~ .... tl ...... Q.:.».~., ..................... who, being duly sworn according to law, deposes and !;ays that they am the executoss~~of the estate of VIOLET ... ~!~ .... Q.~.~~.t ... ~/~/~ .. .Y.!Q~~ ... !!~ .... Q.~.~~.L ... deceased, that ~-Uie~;i~~'a complete inventory and appraisement of the real and personal estate of.M.I.DLE.! .. .M ..... O!.BYRNE., ....................... , 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 tl).e';tbove named Executors ~ ~ Sworn and s~bscribed before me this ......... ~,~ ~ day o~ .. ~-r.J,;L.~~Jv .... r .... f7~ .. ·i 9~ ... \§~~ ~~ ~· · .............. : ............ ~.~~~~ .. A· .............. = .................. . ..... :.~~~ ... J;..: ..... ¥·~· -~~.,-~~ ........... . ~l'tiONAL INSTRUCTIONS 1. An inventory must be filed wi!\in three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of 1Nill; 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 3Junrutnrg aull "pprai.armrut of the goods and chattels, rights and credits which Vl0LET MARIE O'BYRNE, a/k/a . were of ...... Vf&I:.E'f' .. ~k .. &' .. :&YRNE·, ......................................... Jate of ....... Ch~.t".t.i.J~.~l? .... I9Jm.~.h.:i.P ........................................ .. Washington County, Pa., taken and made in conformity with the abO'Ve affidavit. DATE OF DEATH: June 13th1 1968· PERSONAL PROPERTY Checking Account -Mellon National Bank and Trust Company Canonsburg Office West View Savings and Loan Association -Savings Home Mutual Federal Savings and Loan Association, Pittsburgh -Savings Chartiers Savings and Loan Association Canonsburg -Savings 1958 Colonial Housetrailer REAL ESTATE .N 0 N E .,. .:to ."'1( .. ·~ T o··~.:A L ------------- DOLLARS CENTS 963 99 6,000 00 9,000 00 3,402 39 700 00 20,066 38 I I ,. , ... _, ' • r , • I l' ~It I • I ~~.,, '• JtYf 0c3-6R-;o2'1:2> Inventory and Appraisement· IN THE EST ATE OF I .~ \ ~· . . c;:-~-..7 VIOLET MARIE 0 'BYRNE, a/k/a ... ) . . •' Y.IOLEX M 0 'BYRNE. . '"'' .... I..( ~ • ').... ,-.::"=······················· . . ... ..... ...... . ....................... . ., ;,_.,_, . , r , ... '' .. • • -1'"-'llr.lt:H'tl Filed .............. Mq ........................................... , k-"t .t~ "·' . cf', i r ... ;/,tf'' (). ( ,· . ,~ .. ' . 1..,) ., l 'I r, .,. _' I e·· l' .. !). .) . ) .... : ·t>·~ 7 ~· '10 :::0 f'Tl::V ClC: -(I) (/)(/') -:TI rrl-:;:;):... • ~3: l> =E:=o r-:;z: r-o .en -c_o c;n (.0 3: >. -r·i -< -f\)· r- :;1» m :::;: 1..0 0 "'. l11 ,&:::1. ~2 19 .... 69. ' " :J ~ .. STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ SS: The within named Accountants being. duly sworn according to law, depose and say that the above account as stated is true and correct as ........... th~Y-----------------------verily believe. Sworn and subscribed before me this ..... J~~!:! ....... . Warshington County, ss: ~ ~I ~ . : ~! ~\ ~~ i ~I ci z I do certify rhat I have given leg·al notice to all persons concerned of the filing of the within account in the manner prescribed by Sta-tute and Ru e of Court, as evidenced by proofs theceol Hie~ to No {, 3:::~ ?_::{&Q -;iL Witn: 1 m:' ~:tend official <eo I this __ .;{~--------------- dayoL~--------:U;;---; l9Jt -----~-.1(.(~--------------- Register of Wills \.,.., ---... ------·-:.-~--...;.; ~ -.........-------- f~ftEo; '69 JUL ?.? Pfl 8 RUSSfLL H~~RIN ] REGFSTER OF Ylll I WASIHiiGTO;t co .. -P •• .. ~ ~: ~ ~1' l ..., .... ;:I 0 0 Q) ..d .,_, c ...... "' a> .. 1':1 Q) "' Q) .... Po .... 1':1 ;:I 0 C) C) «! 1':1 :cl .... -~ f • • ·- " .;~tJilflt.i ~'~~ •.'-'~' 1,,,<1'. .<t···· ~. .;/ /. ;;r-#" ........ ~. ' ";> v >, ,, .... ,. v -:... ~ ·~ " I ' -y -2 q ... ~n:~ ., . . ~ ; l,.;_ c ~ t ~ ~ .;;b-..; . ,,"' ·~: ~ o''\. Y .\ ,;. ' '\) ~'<;\ ~. \':.ro ''l 1.,' I I , ' r I•" ,,1• f'~ tf - .. ,:' ~---' .~~;:;;; C~;'U [:•,•• CG' l~.!3 li.':'i!JtG..?;(::i t.w:~;;c:i'_; 1 tee:o;A• r;.1' f!lW~ r• fllictti ~ t;c;cl,\4 ~oc;:;tl ~ .. · , .. ·y • (i\ ,.., • • • ~ ,,// ,J;~ I!' The Court is respectfully requested to determine proper distribution in this estate. ·' f.~ ~ i. I .. ,. The First and Final Account of ~ LOUISE PAUL and LEWIS H. O'BYRNE, Executors of the Last Will ~nd Testament of VIOLET MARIE O'BYRNE, also known as VIOLET M. ' O'BYRNE, Dec asedl,· late of Chartiers Township, Washington County, Pennsylvania. / \ The Accountants are charged as follows: PRINCIPAL PERSONALTY To Amount of Inventory & Appraisement INCOME PERSONALTY West View Savings & Loan Association -Interest Home Mutual Federal Savings & Loan -Interest Chartiers Savings & Loan Association -Interest $287.02 409.54 162.61 PRINCIPAL REALTY NONE INCOME REALTY NONE $20,066.38 859.17 TOTAL CHARGES --------------------------$20,925.55 The Accountants claim credit as follows: PRINCIPAL AND INCOME PERSONALTY · Amount of Administrative Expenses, Preferred Debts and Other Debts & Taxes, as set forth in SCHEDULE "A" $3,015.32 TOTAL CREDITS --------------------------$ 3,015.32 BALANCE FOR DISTRIBUTION---------------------------------------------------$17,910.23 • 3 C H E D U L E "A" ADMINISTRATIVE EXPENSES: 9-15-68 Willard H. Bryant Insurance for Trailer 1-3-69 Russell Marino 3 Short Certificates James R. Donaldson Costs Advanced: 10-8-68 Russell Marino,Register Letters Testamentary 10-6-68 Guy A. Rogers Qualifying Witnesses on Will 10-15-68 Wash. County Reports Advertising Letters ..... 10-15-68 Canonsburg Daily Notes Advertising Letters Edith L. Dague Notary Mae Louise Paul & Lewis H. O'Byrne, Executors Reimbursement for travel expenses,'phone calls (No commission charged) James R. Donaldson Attorney's Fee Russell Marino Filing Account PREFERRED DEBTS: 7-1-68 Brandt Funeral Home Funeral Bill OTHER DEBTS & TAXES: 6-20-68 Route 18 Mobile Homes Gas Tank 6-20-68 Bell Telephone Co. May 'phone bill 6-25-68 Berlin Florist Flowers for brothers' funeral 6-30-68 West Penn Power Co. May & June Electric Bills 8-1-68 West Penn Power Co. Final Electric Bill 8-1-68 Bell Telephone Co. Final 'phone bill 9-15-68 Allegheny Memorial Grave Marker Cemetery $ 17.00 10.00 14.00 12.50 7.00 T 0 T A L ------------------ $ 47.80 3.00 60.50 75.00 1,000.00 16.00 1,578.30 2.50 8.30 21.20 14.72 1.98 1.02 185.00 $3,015.32 THE DAILY NOTES CANONSBURG, PA. PROOF OF PUBL!CATION In compliance with the Newspaper Advert:sing Act of May 16, 1929, P. L. 1784, 1 Sec. 3, paragraph (3) and (25). State of Pennsylvania } County of Washington ss. Personally appeared before me, a Notary Public in and for said county and state, ___ Mab.~_l. ___ Z .. ! ... Jl~Y ......... _ .. _____ , who being duly sworn, deposes and says: that ___ she_ ___ is the b.o.okk.e.e_pe!Tthe Notes Publishing & Printing Co., a Penn- sylvania corporation, and its agent in this behalf: tha1t :the said company is the pub- lisher of The Daily Notes, published daily except Saturday and Sunday, having its place of business at Canonsburg, Washington County, ?ennsylvania; that the said Daily Notes was established August 1, 1875; that the printed notice or adverltisement, attached hereto is a copy of a notice or advertisement, exa<:tly as printed or published, which appeared in the said newspaper in its regular issues on the following dats:,s: October 17 October 24 Oe.tober 31, 196~ ____________ ..L.1. ______________ .!_ .. _____ .. _______ .. __ ., ................................. . ---------------------------------------na.•••nooon•oooooo•••oooooouoooo that ·the affiant or the corporation dn behalf of which -.... she. ...... is acting is not inter- ested in the subject matter of said notice or advertising and that all of the allegations of this· affidavit " to ''" limo, plaoo and oh"ffl of th~ publloatio;{:,a~ -------------.. -~----~-&A___ - Sworn to and subscribed before. me this . 8 Bq?'kkeepe 31st October 6 ....... 71 ......... day o~ ---.... =-.. -------;-----19 __ ..... Uu_dz_~, 0.~~~----AUOREV J. ~~~'\"ON ' 1 ot~ y Notary Public w hangtoli County,.' a. r.iy Commission Ex;mes ~arch JO, 1970 .,; r-~----------- EXECUTORS' NOTICE. , Estate of Violet Mari-e O'Bryne, a./k/a. Violet M. O'Byn1e deceased, la.te of Gha.rtiers Townsl:ip, \Vash-i ington County, Penna.. i 1 LETTERS Testament.:~.ry upon 'the above estate hav ng been i g•·anted :o the undersign.,d, notice is hereby given to those indebted thereto to make immedi:He pay-ment, and to those havifh:· claims or· demands to present fuem for. settle:nent. ' Mae Louise P.aul 129 Mary St., Millvale, Pa ... \ Lewis H. O'Byrne ~.D. No. 1, Box 39, Canonsburg, PaJ. ,Executors James R. Donaldson, Attorn.,y 614 Washington Trust Bldg. , · · Washington, Penna. 15301 ' October 17, 24, 3:, 1968 i ··-------------------------------------------------------------------------------------------------------------------, Washington CountY ReportS Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) ?ROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and ~25). CouNTY OF W ASHINCTOS' ) STATF. OF PENNSYLVANLl ( ss. Personally appear.!d before me, a Notary Public in and for said ·:::ounty and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of :he WASHINGTON COUKTY REFORTS, the oft"icial legal periodical For said Washington County, publis'hed weekly having its place of business at Washington, Washington County, Penn:;ylvania, and is act- ing as its agent in t:,is behali; that the said WASHE\GTON COL'NTY REPORTS was establis:1ed on M;uch 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts ol said County, cated November 11, 1920; that the printed notice or adver- tisement attached heretc• is a copy-of a notice or advertisemen~, exactly as printed or published, which appeared in the said legal periodical in its regular iS!mes on the following dates: _____ Qc..tQb.e..r....J.1. •.... 2.~ .•.. 3.L •.. ..l.9.6.8 ........... . that the affiant or the corporation in behalf of which he is act:ng is not interested in the subjec_t matter of said notice or advertising and that all ::>f the allegations of this affidavit as to the oi,e, place and char/i)of th~/? ;pe true. ~ _L':L..J~r;;:_····· ~-... :.~ . --. ~ Editor Sworn to and su~ore m~ this '. ~ ··• ·' ...... 3.J~~y_oLo:::::-r.N.b.e.L. ...... , 196 ..... 8. . ·\·' z:::::::~:c Washington, WaEhington C·J. p My CommisEion Expiru' a. November 1, 1969 Estate Notices The Register of Wills has granted letters, testamentary or of adm:nistration, in the following estates. Notice is hereby given to all persons indebteC. thereto to make payment without delay ;;.nd to those hav- ing claims or demandE to present ehem for settlement to the Executors or Admin- istrators or their Attorneys . • • 0 •••••••••••••• O'BYRNE, VIOLET. :MARIE, a/k/a O'BYRNE, VIOLET M., Dec'd. ~ate of Chartiers Tcwnship, Wash-mgton County, Penna. Execut«;>rs: Mae Louise Paul, 129 Mary St., Mtllvale, Penna. and Lewis H O'Byrne, R. D. #1, Box 39, Canons~ burg, Penna. Attorney: James R Donaldson 614 Washington Trust Bijg,, Washingron Penna. 15301 ' ~n t!Jt <lrnurt nf C!rnmmnn Jitn!i nf lla!i4iugtnn <lrnunty. Jruusylunuin. ®rp4nns' <ttnurt iltttisinn ESTATE OF N 63"68~1292 0·---=------'='-=---='-'"-=-------- Violet Marie 0 1 Byrne, a/k/a Violet M, 0 1 Byrne, In the matter of the First and Final Account of Mae I.oni se Paul & I.ewj s Deceased. H. O'B.yrne, Executors, ADJUDICATION AND DECREE And now September /0 , 19...Q!l__, this matter came on for hearing, audit and distribution at this session and testimonyftOken; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determin-ed to be $ 17,905 • 23 · .and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said bol'ance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg . . . SCHEDULE OF DISTRIBUTION , Balance per occount $17, 91 0, ;:> 3 Additional credit asked at audit 2.0i Balance $17, 908 • 2 3 Deduct Clerk's Costs & Receiptc:,~------------- Attorney ______ ..lo!.J~a.la.l,jm~e~s....~~.~R ..... _n;:.:o.A;In...:.a..e.l.w.d~s.wO:.un------ Russell Marino, Agent, transfer inheritance tax, $20.96 Interest from 9-13-69 to 9~19-69 ~02 Mae Louise Paul, daughter, l/2 ~esidue, includin~ an undivided 1/2 interest in trailer, held in kind and distributed as such at the appraised value, credit to be taken by the accountants for funds and item adva.nced prior to distribution by the Court, Lewis H, 0 1Byrne, son, 1/2 ~esidue, including an undivided 1/2 interest in trailer, held in kind and distributed as such at the appraised value, credit to be taken by the accountants for funds and item advanced prior to distribu- tion by the Court, J),OC 20. 9E 8927 .1_~ I No balance J ( I- \\ ,. ~ 0 > :; z .... -~ g:' n p s .... :::; a. c: (I) ~ =· fD ~ 3 0 0 a t:Y .... .... .... (I) ., M a 0 -.... -· :::; t ~ II) = .. ~ & J '-'l ~ ~ ~ ~ i ,., ' . ; -· l .f' r I ' ( (' ~ .• r r-' ,., ' r _ I n· \ . r r·r ' r ,..... r r r 1. \' ... •,-: ('\ J ~ ' \ r •I :i r. -r '). n ' l." ' t• ,Ill I I I ... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA . ~ ' ORPHANS 1 COURT DIVISION NO. 63-68-1292 ESTATE OF VIOLET MARIE 0 1 BYRNE, a /k I a VIOLET M. 0 I BYRNE J Deceased. PAY TRANSCRIPT ..., -':)~ ~ c.o -·~ :;::) ;o :g:: f"'~ l"""" m c: c::::::J (I> ~ .,,., #.C. rn ::J;: (f) (f) -2~m t.A.) 0 rn 1" .. ·~ ;c ·-· "" ·o o ··-:Pll Z -rJ ~::.:.. ·~ "="n 0 -.:: :-..., -0 '"'-....., c::J --~ r-;z -or-o ~ ;:.... "" fl..CI \/ JAMES R. DONAL.DSON ATTORNEY AT LAW WASHINGTON TRUST BUILDING WASHINGTON, PENNSYLVANIA II , I 1 I I VINVA,AS~~? 'N,?J.~NIHSVM f;INI(nlnB ~n~.L NO.L£lNIHSYM MV"1 .L~ .AiiN~OUY NOSO,VNOa "H S3WVf IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF VIOLET MARIE O'BYRNE, a/k/a ) ( NO. 63-68-1292 VIOLET M. O'BYRNE, ) Deceased. ( PAY TRANSCRIPT The undersigned hereby acknowledge to have received from the above Estate the amounts awarded to each by the Adjudication and Decree of the Orphans' Court at the above number, e-aid amounts appearing opposite the signatures of the undersigned. .. Russell Marino, Clerk 0. c., Costs $ 33.00 -~~,_-...::;...:::...;;.....;;__.:;_---...;:..· __ /};_~_-_,;~---~-~-~-~ ~de_ Russell Marino, Agent, transfer ~ inheritance tax, with interest · ::' _ .4# /, J from 9-13-69 to 9-19-69 20.98 _ _.:... __ ~----· _v_/_72~-~---- Mae Louise Paul, daughter, 1/2 residue, including an undi~ided 1/2 interest in trailer, held in kind and distributed as such at the appraised value, credit to be ?(_~ and item advanced prior to distri-/2 · ) 0 ( taken by the accountants for funds -{2 bution by the Court 8,927.1.3 .--.£..,/;~0:...::~...:;__· -~'-'·-:....·----_· -___ -~ __ ..:._~ _ ___..:·~~--- Lewis H. O'Byrne, son, 1/2 residue, including an undivided 1/2 interest in trailer, held in kind and dis- tributed as such at the appraised value, credit to be taken by the vanced prior to distribution by ~'/~. _ _ /~ ~~ accountants for funds and i~em ad-~ '~ the Court 8,927.1~~ /1 V~ ·i . ! I T·. :·· ; . ' 1: I; ;·. . I' •, .. ~: 1 ' '. nf <no.uutu .... ·In the matter or the Audit or Account in Estate or YIOLET MARIE O'BYRNE, a/k/a No. __ _ _6_3-_6_8_-_12_9_2 _ ___, ~ VIOLET M. 0 I BYRNE . . .. TO THE AUDITING JUDGE: . . Enter __ ....!m~y,__ __ --,-___ .a.ppearance r.J::-______ .£2A~c~c:.!.o!..!:uu.ilut:.!iaun.!..!t..,s~------------- .· .. -~S~e~p~t~e~m~b~e~r ______ ~, 19~ N. B.-Counsel shall, by separate p~per, present a concise statement o! each claim, with supportin~ calcuiation of any interest claimed. Objecti'·:ms to an account as filed. shall be concisely stated in a separate paper. Council suggesting praper distribution shall file a separate concise state- ment in that regard. · .. . .. J ., 1 Testate Form j ~ .~·~· PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of ... .V.lO.LE.I .. MARI~ .. O.'.anm;~ .. a.lkia ................... . No ........ 9.3.':'.~a':'_l;?,n ....................................... · ............. · ..... YlQJ);~--~-'t. .. O.~.:a~---···································-··· Fiduciary .. ~ __ LQJ1l~E.-~AUL..a.n.d .. : ...................... . ................. ~.wJ.~ .. J:l, ___ Q~_:a.m~~--------------·····-·----·-··· Deceased Executors ~~~ ~~~ Decedent's death ... -1.1:1.~~-J~~~L~~~~---··--··························Grant of Letters. ___ g~~~!?~~-.7.~h.1 ... ~~~~-----······················· This is the ..... ~~~-~-~---~P--~ ... f.~-~~t .................... ~--~------------·--occount filed in this estate If there have been former accounts filed in this estate, list file number or number and term ................................... . (', . ' Election to take Date Election Place of; Under or Against will. (cross out one) Filed .................................. Record,: .......•..................... ' . Name of surviving spouse ... .None. ................................................................... ~ ... .' ..................................... : ... : ................ . List issue, where material: Mae Louise Paul l"t :J Lewis H. O'Byrne naughter S~ri. i: Did decedent marry after execution of will? (indicate) ~ No. Any children born after execution of will? (indicate) . . ~-No. If answer yes, name them ................................ ~---··························--··--···--··········--··--·---·---······--··--··--------········-- Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris MAE LOUISE PAUL Dau.ghter LEWIS H. 0 I BYRNE Sc·n • t • I . I' ' ., List, if exceptions to above: Adeemed: Revoked: N 0 N E If partial intestacy, give facts: NONE 1/2 1/2 L' , Lapsed: Abated: • r ,. ... ~ ~ . . . Give Cause: Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~ by signing this Petitien ~. If any exception give cause: ........................ ; .................... . ·~ A l • • ~- File copy of Notice · . d 1 h F. d .\. ; .-" d · i . . Helrs an egatees are t e l uc1ar1es 'an · no not1ce g ven and date of marlrng ...... _ ........................................ : ............................... _ ........................................................................... . " " ·< Is estate subject to the filing of a Federal Estate Tax Return? ............ ~!? ............................... .' ...................................... . . . ~ -~ ~ ... Actual payment made on Pennsylvan'ia Transfer Inheritance Tax. Amount $ ... l~OOO .... O.Q ........ .6::.9.-:.6.9 .................... . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . ........................................................................................................................................................................................................ -................................................................................................................................................... . Give Names and addresses of all unpaid :reditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. NONE Give reference to such parts of the will a~ require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of ary other facts deemed necessary for the preparation of the adjudication: ITEM III. The insurance policy with Lewis H. O' Byrne as beneficiary was under Joseph Horne's Employees Plan and ceased when Mrs. O'Byrne quit work at age 62. Lewis H. O'Byrne did not receive any money on this policy. Balance for distribution per account, Itemize any additional debits not shown bv account: $ ... 1Z.,.9.1Q .•. ~J .............. . Total additional debits (Add) $ ..... ':" ... 0 .. ~ .................... . Itemize any additional credits not shown b·,t account: . I ' Notary ' · · $2. 00 r Total additional credits (Subtract) $ ......... 2. •. 00................... 2. 00 Balance for distribution $ .. J?.,.~.Q~!.?} .............. . If balance for distribution is not in cash, ·list each item held in kind, giving appra_ised Value (or distribution Value); CASH r' • f .. ' ,. l ' ~ l .. If Family Exemption claimed by Petition, £ive place of Record: .............. ~Qm; ............................................................ . If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ............................................... . List any advancement or distribution on occount that has been made, and nature and amount of same: MAE LOUISE PAUL Daughter $5,000.00 Cash and 1/2 interest in trailer $350.00 LEWIS H. O'BYRNE son $5,000.00 Cash and 1/2 interest in trailer 1350.00 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: re!iiduary shares being stated in proportions: · Daughter 1/2 LEWIS H. 0 ', B'mNE Son 1/2 COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly .......... ~~-<?-~-~---················doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. .......................... _._ ..................... to and s'..Jbscribed before me ~";(:' :t~f.:do~,':t;y;•lltem~•~-;---"!2--6~-- S;-gnO\~re of Offker.~\~---t:-____ L(IJA.(I :._.u __ Trt.!~ .of Off1cer .................. fiJ. .......................................... . Off ice ex pi res .............. M,.~~!~!':~~-!~OIJl;. ~--................ . ~ ~ . ·/)..,..,, • "'liB.tJ......~-.-..,. .... .. . . . . . ' . '''~~ 1:'.\' ;:¥'411 Co ~ --· . .11 • "s Ma,. ttot, p., . 26 ... , 19.,3 -~~~--------(Lewis . O'Byrn to the best of.. ... t.he.ir .................. knowledge and belief . .. "' No. . ........ ~}:-.~~:-.!?.?.?. ............................ . Estate of.Y.I..O.LE.T . .MARIE .. O!.BYRNE,. .. alkliL ................ YIQgJ' .. ~! ••• Q.~-~-~~---·················· Deceased Fiduciory ... .MAE .. LOliiSE .. l?AIJL. . .arui ............... . LEWIS H. O'BYRNE, ...............•........ -~~-~-~-1::1. ~-9.~. ~-............................. . PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written proecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. Proof of service of above. 5. Letters Testamentary or Administration C. T. A or on 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 I iens in case any of the funds for distribution ore from judicial sole 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. JAMES R. DONAIJ>SON Attorney ~2 ' "'~ ...... i..._' ...... ~) ,. '-~, ;, f r r ·' ~-~~\, '. :-.. ~--, ~ .. , ""'0i 'ii~ ~ .. , \J ;,_, l "'c ~ <-; \-~} f:O, ~'­~ '~ .. :. ";>; c ~~\. r-·- Form RCc-33 COMMONWEALTH OF PENNSYLVANIA .DEPARTMENT Of REVENUE BUREAU OF COUNTY COLLECTIONS j RESIDENT DECEDENT COUNTY OF .W ... A. .. S. .. JL.l. .. N ... G ... :r. ... O. ... W ............................ . IMPORTANT: This return must be completed in detail and Register of Wills· of the County where decedent ·resided; Return is date of death, unless an extension is granted by the Secretary . __ the_Inherit~nce __ ~n!f.E.S!t!ltE .T.~x 1\ct:. of l~fil.) IN THE MATTER OF 'fllt:·ESTATE ·oF } VIOLET MARIE O'BYRNE, ·a/k/a AFFIDAVIT OF .V..IOLE.T ... M ....... O.~ .. B.~-~~ii··;:;;;:~~···~i'·ij;;;;;;;J~~t"}"........................................................... EXECUTOR S Late of .. C.hax:.ti.e.x:.s ..... TO:wn.$h..ip., ..... W..a~4.in&l;Q.P ......... County . ::.:· .: ~-::::~:::!: :-~:::~~-::·_~} '" ......... MAE .... LOU.ISE .... P.AUL .... and ..... LEWIS ..... H .•...... O .. ~ .. BXRNE.., .. ' ............ ./ ....................................................................... _ EueutorS of the estate of the abovoe-na.med deeedent being duly swor~, depose and say Decedent ·cUed ....... June .... .13.t~·M;~·th.l ......... , ..................... ti;;;;·; ............ , 19 .. ~~~;) ..... { ~~ving a last will, copy of which is hereto attached. } JAMES .... .R •.. D.ONALDSON. . . .............................................................. .. Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. . 614. W as.h_i.~g.t:o~ Trust _:J}_!d.g. L. l-J~sll.~r.l.&.~.~I.l:, ·~-~r.l.I.l:B:• .. ~?.~g-~ ............................................. . That as such .. ~~.~£~.!;.Q~.~ ......... , ........... deponent is familiar with the affairs of said estate and the property con- < Executor-Adminislr'!tor) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:~ ·-NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT -.. 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 Sc.hedule A attached f'\-ereto and made part hereof sets forth full v and in'·detail all the real property in the Commonwealth of Pennsylv~~~ 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 ·Jf 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 by the decedent at the. time of death, whether in decedent's immediate possession, standing to decedent's ~redit in banks of deposit, savings banks, trust companies, or other institutions, whether i~dividually, ·~~.in trust for any other person or persons giving also separately the accrued interest thereon, if any~ ,(down to the last interest day prior to decedent's death in the case of savings banks, and to the date ·or decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in- debtedness of the United States t~ rthe decedent; al-i.-obligations, whether by statute or agreement they . 4" ' I .• , f ~. • ·: • are designated as tax free, of the United States, orr.any state, 'Q.r political subdivision thereof, or of ... , .. ~ . -,.. . .. ~ ''f'--:, any foreign country, which are owned at the time of de'ath;; all ·'wearing apparel, jewelry, ·;silverware, pic-.. ~ ~ , ... tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoeveT 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 iri 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 val·~e thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation·as to each item; all moneys payable to the estate from life insurance poJ.icles carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, ponds and a·ccrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent ~t the time of death, with the market value thereof at such 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 setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the dec_edent' s interest therein must be submitted.· It should also set forth in itemized form, together with the fair. mar!cet value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoym~nt 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 transfe~ee and all other facts of a pertinent nature regarding said tra~sfers. In t~e case of ~ransfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a copy of the deed, trust agreement or other instrument creating the trust. Thero~ 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 individually or jointly, by the will, deed, or other instrument of another, with a copy of the. instrument creating sue~ power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,.the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will.. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Sc/ledule 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 acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and 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 tmpaid 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", "C", "E", and "F" as directed therein,. have be~~ carried forward and properly registe~~d in the Summary.~~ ~ ~ > __ :,:s::~-==d ·~d-·~:;.f~~~~:;:::~i· ::~9t;; _ ~:~z~:~~~=~·--~:: _______ _ -~:.~-~--JJ;(~::;,~~::;. ...... li.~ .... »:~~n".~~b~~~- ......-), ,/. '. :;!~·· u~-. .. ................ { ................................................................................................................ . . NO·TE: 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 Sched~le "B" are attached._ Also make certain that column #1 in the "Summary" has been properly completed as above-directed. ·~· / ~CC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TA~ RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, iMluding 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 accr.ued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed 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 Checking Account -Mellon National Bank and Trust Company,Canonsburg Offic (' West View Savings and Loan Association -Savings Home Mutual Federal Savings and Loan Association, Pittsburgh -Savings '\ Chartiers Savings and Loan Association Canonsburg -Savings O(( ./ ~ Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of thi's return. UNIT VALUE X X ESTIMATED MARKEl' VALUE 963.99 6,000.00 9,000.00 3,402.39 700.00 20,066.38 DEPARTMENT VALUATION (Do not write in this space) I I ---- ~ q RCC-37 (12-63) ClHI:\Il):'<i\\'EAI.TII OF l'E~:'\S\'\'1.:\NIA TRANSFER lilii!EHITA!'il'E TAX ·RESIDENT DEL'EDENT BENEFICIARIES AND ADDRESSES ' State full names and addresses of~ll wbo \ h ave an interest, vested, contingent or other- wise, in estate) MAE LOUISE PAUL 129 Mary Street ' Millvale Penna. LEWIS H. O'BYRNE R. D. fH-Box 39 Canonsburg Penna. 15317 . 1\ 1\ ... ' SCHEDULE "D" .BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitima:e children DECEDENT OF BENEFICIARY are irtv)lved, set STATE YES IN ESTATE forth tJhis fact.) OR NO BIRTH nsmctht:~r Yes 1/2 Son Yes 1/2 / / L / / / / I - Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE • .... L &6-6_/!_~ ' Will ~ t No. ...... ·Year N THE ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF VIOLET MARIE O'BYRNE, a/k/a . V;I;Ql$~ .. M.:L Q ·.~.¥R..:N.E= Deceased Late of .. Cbc:u:tier.~. TQWP..~Q.;i,.p .. County of Washington. . ............ . Commonwealth ·of Pennsylvania REPORT AND APPRAISAL ,__ u:J C•1 c:> ;::::; ::.::: rr:::::o >-~· C)C: -< I 1 (.l)t:5 -~.-., 1\}, I ...,, ~r ~:3:: rn 'p. 5: =f;o 0 r:z: ro \..0 (/) .. V1 ,c:.. I -· - ,_, .~ II -~. 'l (Executor-Administrator must complete "As II _4'L I .. Reported" column #1.) II \ 0 ..., "'d ~ '"' '"' (!) (!) 0 II> '"' e:... "' ::l "' "' "' 0 ....... ::l "'d ..., (!) e:... .... .., 0 II> "' :>< "'d "'d II> (!) o" '"' .., ro-0 ~ "'d t'%:1 (!) .., ..... "' '< .... II> ... (!) ., 1 . , . . ·. en II ·' c ~ 3::: > !Jj en en en ~ () () () ·:; ?"" ?"" ?"" q ~ ~ ., --00 -fF.) ---:N :N > :o :0 !0 :I '-:I "' :o = =o: ~ :0\ :o :0\ :o (!)- :0\ . ·0\ . '0 ,_ :o :I :• :I o ~ :CJJ :I..) . '"' ... :oo :00 : ·r. ::::... ~ -{J)~ -&:> ---~;--~ ... ' :·: > <Q ~; "' ~ t:i ·.:~~ _,.: :a ~-~~·:.: ~ r. 1.::> ..... ~ ~;....-:E)'.. 3 ·.:. ·:-: : . g II <~ . :~: :~ c.. ~ ''\:,.: ·. :~ II ....... , .-.\~ -:.i R C C·SI (2·64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE. BURE_AU O·F COUNTY COLLECTIONS INH.ERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REP'ER TO 37-151-2 NOTICE OF FILING OF APPRAISEMENT MAE LOUISE .PAUL & LEWIS H. 0 1 BYRNE (.Executor~· In Re: Estate of ____ V..:...I:;;;..O.:...;.LE~T_MA;:___;R..:...IE_' _0_1 B_YRNE __ ..:::a/~k....!/...;.a __ WASHINGTON c ----------------ounty-File No. 63-68-1292 You are hereby not:.fied that the original appraisement in the estate of' Violet Marie O'Bzrne has been filed in the office of the Register of Wills qf Washington County on May 12 , 19...2.2. Said appraise~nent reflects the following valuations: Real Est ate --------~:-:--,.---- Personal Pro?erty ____ ~2~0~,~0~6~6~.3~8~--- Transfers __________ ~----- Total ________________ ~2~0~,o~6~6~.~3~8~--- As to such ~ax 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 y·e:ar from date of death, interest at the· rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ______ ~~~y~l2~,~1~9~6~9 ____ _ DATE OF DEATH: June 13, 1968 Note: This is not a bill. j I RCC·39 (5-88) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMA RoY Estate of 0 1 BYRNE (Last Name) VIOlET (First Name) M. (lni tial) DATE OF DEATH_6-~l=-3-_:6_8_FILE NO. 63-68-1292 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tu Appraiser in and for the Couaty of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: ____ 0::....5::----=12=--6=.....9'------ 06-lj-68 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or $ 20.066 38 20.066 18 annuities................... $ _____ ___.. __ ESTATE TAX ASSESSMENTS $ _________ ....___ $ 20.066 38 20.066 18··1': FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ $ --------+--- Tax on $ ---------t----1-._ 6% Tax on$ 5% fixoo$ lK Tuoo$ 1~ $--------+--- $-------------1---- $------------1----$ ___________ -4---- VALUE AS REAPPRAISED $ ____________ -+--- Exemptions * Total Estate--------+--- TOTAL TAX $------------~---- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $========l~= BALANCE $----------+--- Less 5% of tax if paid within 3 months after death $===::::======= BALANCE OF INHERITANCE TAX DUE $ -----------4---- Add interest at rate of 6% from -----to --------- AMOUNT OF ESTATE TAX ASSESSED $--------+-- Estate tax paid $-----~-- BALANCE DUE $-----~-- Add interest at rate of 6% from ----------~10-----$----------~--- TOTAL TAX BALANCE $ -----+-- PAID $ ----------.....L..--- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ~ No. IN THE ........ Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF VIOLET MARIE 0 1BYRNE Deceased Late of CHARTIERS TWP. County of .................... WAs.J:I.J:J'iiG'l:'()N .............. . Commonwealth of Pennsylvania REPORT AND APPRAISAL f·. .'! COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX " ' DATE ........................ M.~.Y ..... ~? . .?. ...... ~.?..?..?..~ ..................... . COUNTY .................... ~~-~-~-~?..!1 ......... . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 APPRAISEMENT FILE NO ............. · ... ,.QJ.:=.~.?..:~.?:?. ............................... . Whereas, ............................ Y..~2.+~-~ ... ~~~ .... 9.~.~~.~ .................................................... late of ................................. 9.~~.~-~~!.~ .... ~-~-~ ............................. in the County of ........................ ~~-~~~.?.:': ............................................................................ Commonwealth of Pennsylvania, having died on the ........................................ ~J. .. t..h ..................................... day :>f .......................... ~~.~ ...................................... 19.A~ ..• seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, W.R. CHANEY an appraiser duly appointed according to law, ·································································-····································································, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the deeedent 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 Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ PERSONALTY: Checking Account * Mellon l' ational Bank & Tust Co., Canonsburg Office. 963.99 West View Savings & Loan .Assn. -Savings 6,000.00 Home }1utual Federal Saving:s & Loan Assn., Pittsburgh. Savings. 9,000.00 Chartiers Savings & Loan Assn., Canonsburg, Savings 3,402.39 1968 Colonial Ho.usetrailer _100.00 20.066.38 20,061 38 Total 20,066 38 Having been duly sworn a~ding to Jaw, I do here~~ that the above appraisement is made. in z;-- formity with law on this ........................ '..?..:z¢. ............. day of ....... ;;;;;;?.(.. .. CG .. ~ ................................. ~ ...... -...::_~ ......... 1 .... r:Z /.?.?./.£... .......... -... ·--~<--.<?-<. .... ~ ...... ~4.:: .. , ... ~ ........ .. Appraiser ~ ...... 2 ............................................................................................................................... .. er and Street) .. a ... ?~~t::.a........ . . · ...................................................... , Penna. ( Potlt Offiee I I I I ' I ' I I ....... WA.?.~;t:NQ~.9N......................... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of VIOLET MARIE 0 1 BYHNE Deceased. Late of CHARTIERS TWP. ··························· Date of Death, ................... ~.'!ID~ .... .l3 ........ 1.96..8 ................. . Appraisemel!t Docket Vol., .......... , ............. )7 ...................... . Page, ........ :L.?..J:::-:-.?. ....................... No ..... §3..~.9.-~l?..~ ........ . Filed in Register's Ojjice, ........ M~Y .... l?. .. L ...... J9 ... 6.9. Amount of tax due, $ ................................................................. .. DEPARTMENT OF REVENUE Received, Exa-n:t,ined and Approved, Wrote abo.ut ·Appraisement, Appeal f1'om Appraisement, Entered and charged, .... •I• ~ J II Form RC C-10 ~ OFFICE OF THE DEDUCTIONS ALLOWED IN / ·~ STATEMENT OF DEBTS THE SUM OF . . . . . . . . . . . . $ .. .?. .... <?. .... ?~ . ..f..} .. "':- oF WASHINGTON COUNTY REGISTER OF WILLS AND DEDUCTIONS -ti)~Q ..................... ?' ...... ../. .. OAT F. AND AGENT OF THE COMMONWiiALTH DATE OF FILING APPRAISEMENT May 2 p 1969 CATS OP DEATH .June ] 3 tb, )968 DATE NO. OF VOUCH lOIII NAME OF PAYEE REMARKS AMOUNT 1 9 l 8 Sept. 15 Willard H. Bryant Insurance for Trailer 47 80 Oct. 8 Russell Marino, Register Letters Testamentary 17 00 Oct. 6 Gu_y A. Rogers Qualifying Witnesses on Will 10 00 _O_ct. 15 Wash. Countv Reports Advertising Letters 14 ·oo- Oct. 15 Canonsburg Daily Notes Advertising Letters 12 50 Edith L. Dague Notary 7 oo Mae Louise Paul & Reimbursement for travel expenses Lewis H. O'Byrne. Executors 'phone calls . 75 00 James R. Donaldson Attorney's Fee 1,000 00 Russell Marino Filing Account 16 00 I I I -30 I Jul.y_ 1 Brandt Funeral Home Funer a 1 Bill 1 578 I June 20 Route 18 Mobile Homes gas Tank 2 50 June 20 I Bell Telephone Co. May 'phone bill 8 30 June 25 Berlin Florist Flowers for brother's funeral 21 20 June 30 West Penn Power Co. May & June Electric Bills 14 72 Aug. 1 West Penn Power Co. Final Electric Bill 1 98 Aug. 1 Bell Telephone Co. Final 'phone bill 1 02 Sent 15 Alle2henv Memor_ial Cemeterv 'Grave Marker 185 00 1 9 6 9 Jan. 3 Russell Marino 3 Short Certificates 3 00 ~~~~~~ ,2_. ()-() ~~~~@ O.uJ :4. 33 ().() - T 0 T A L ------------~ ..... ~ ~ ~tU_J._J COMMONWEALTH OF PENNSYLVANIA }sa: COUNTY OF WASHINGTON I, lames B. Dcnaldscn HEREBY CERTIFY. THAT. TO THE BEaT OF NY KNOWLI!DGE AND BELIEF, THI! FOREGOING IS A ~UST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION SUBMITTED TO THE EST"TE OF iiQLgi MARIE O'BYRNE. alkLa D£CEA81i.D, AS DEDUCTION& FOR INHERITANCE TAX PURPOSES. VIOLET M. O'BYRNE(l ~~-£/.. -~o (L. 5.) SWORN AND SUBSCRIBED BEFORE ME THIS 2t;l) DAY 01' ~~y for the Estate: of Violet Marie ~~ember tf, t~,;;j .. ~ 0 By e, a/k/a Videt M. O'Byrne ~ '<--J l- " DITH L. DAGUE, Notal')! .Public Washington, Washington County, Pa. My Commission Expires Mar. 26, 1973 ll {l RCC-4 (8-68) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NO. A 0 3 3 59 7 OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND ESTATE TAX Address -~61=.4...:__:W.:.:.A:..::S:::.::H::..=I:.:..:N..::.G-=-.TO.::.:N:..:...._:T:..::R.:..::U:..::S:..=.T~B=LD=-G=-=-• --I 2% Tax on $ ________ _ $ $ 1,000.00 15% Tax on $. ________ _ $ Dote of Payment June 9 1969 % Tax on $_-________ _ =<$-=-- Nome of Decedent VIOLET MARIE 0 'BYRNE County WASHINGTON Remarks: S E A L Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of lox if poi~ within three months after dote of death Plus interest at the rote of __ %.from ________ _ to ___________ _ TOTAL AMOUNT PA~D $ $ 1,000.00 $ ________ __ $, ________ _ $==~1~,~0~0~0~·~0~0~==1~ NOTE: To be delivered to taxpayer 37_151_2 ;2 . ~-· Receivedby ~ ............--h'~ NQfE, lo '"'"'"' lho "'""" loh.,lloooo •~ oo '"'"'' """'· '''" rolho doolh of lho l;lo ~"'"'") ~ tenant or tenant far years, as evidenced by this receipt, it _is un~erstaad that the Commonwealth shall ~ ~ ~ nat be precluded or prevented from hereafter assessing addi--ional inheritance tax at the death of the life tenant or tenant far years whenever it appears that sue~. Jdditional tax may be legally due and' (Till collectible far any reason whatsoever. ~