Loading...
HomeMy WebLinkAboutOC1968-1299 - ESTATE OF MCBRIDEI C!tnmmnuttttalt4 nf "euu.ayluauia, }• . llaa4ittgtnu C!tnuuty, . !i!i. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 8th. day of CCTOB\.ER A. D. 19 6& before me, Russell Marino , Register for the Probate of ~iJs and Granting Letters of Administration in and for the Co-Jnty of Washington, in the .Commonwealth c·f Pennsylvania, the last Will and Testament of IOLA F. McBRIDE. aka IOLA M. McBRIDE, late of North Strabane Towr,ship in the Coun:y afcresaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and HARRY G. McBRIDE the Executor 111 said Will and Testamer.t named,-having appeared before me and! take:J. and subscribed the oath of office prescribed by law; ' NOW, THEREFORE, I, Russell Marl no , Rc:gister as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said HARRY G. McBRIDE committing unto him the administration of all and s;ngu•lar the goods and chattels, rights and credits, which were o:: said deceased, and requiring h i rr_ to exhibit a true and perfect inventory t.:1ereof into the Register's Office, at Washingtc·n, within ninety days from the date hereof, and to render a just and true· account of said administration at the expiration of six months from the date hereof, and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance tc.xes. IN TESTIMOSY WHEREOF, I have hereunto set my hand and the seal of said Office at Wa~hington, ~his 8th. day of 0 c t o b e r m the year of c-ur Lord one thousand nine hundred and s -e i g h t. Register t\ ~~ ~ $.t tZ +-t = ~ a tZ +-t !:\ ~ s !:\ $.t ~ ..... +-t ~ ~ II. 0 Ill 1-c( 1-CIJ Ill ....... ~ ... --... ,·~--- I .! as ~I ~ CIS ro! .. <3!! f:H~ f;:l:1! Ui HH f:t1i P::!O:: A! CO!CO ' O!O I ~~~ .: • ~i~ i N t <l!lc:l! 1--l!H 0!0 HIH ! .... .~ :..-: ... ... ..; ' . . i ' I , I . ' OF IOLk F ~-McBRIDE li lola F. McBride, sometimes known as lola M. McBride, a resident of . . North Strabane Township, .VV'ashington· County, Pennsylvania, being of sound mind, memory and u~derstanding, do hereby make, publish and de.clare this my Last Will and Testament, hereby revoking any and all wills by. me heretofore made. ITEM I. I direct that all my just debts and funeral expenses be paid as soon after my decease as may be founc;i convenient. ITEM II. I hereby give, devise and bequeath all of the property of which I. may die seized, whether ~he same be real, personal or mixed, to my children, Harry q. McBride of Canonsburg, Pennsylvania, Hazel McBride Stranahan of Upper St. Clair Township, Pennsylvania, Jean MeBride Comer of Canonsburg, Pennsylvania, Robert C.. McBride of R. D. #1, Burgettstown, Pennsylvania, Ruth McBride Westwater of Houston, Pennsylvania, Helen McBride Day of Canonsburg, Pennsylvania, and Grace McBride Latta of New Hartford, New York, share and share alike. ITEM III. In the event any of my said children should predecease me, then his or her share shall be distributed to the issue of such deceased child if there be any living, arid if any of my said children should die leaving no issue to survive, then his or her interest shdl be divided among my surviving child or children, and the issue of any deceased child or children per stirpes. In the event any grandchild· shall.be entitled to distribution hereunder, before he or she is eighteen (18) years of age, I hereby. nominate and appoint Mellon Na tiona! Bank and. Trust Company as guardian of such minor child. In the event any grandchild shall be entitled to dis- ·tribution hereunder c.fter he or she shall have reached the age of eigh~een (18) years but before attaining majority, I hereby direct that my executor or executors herein- after named shall retain his or her interest and shall not make distribution thereof until such time as such child reaches his or her majority. I j l j ! I I i l I ' I I l I ~· ~ ' I I· .. -~ . ~ ... ·.':.: -~··. .. . . ' . ITEM IV; I hereby :mthorize and empower my executor or executors here- inafter named to make, exe:ute and deliver good and sufficient deed or deeds for ·any real estate which I may .Jwn at the time of my decease wheresoever .the same may ·be situate, without req·Jiring the purchaser thereof to look to the applicat.ion of the purchase moneys. ITEM V. I direct th.c..t all legacies 9-nd all shares in interest in my· estate, whether principal or incomE, While in the hands of my executor or executors, shall not be subject to attachment, execution or sequestration, for any debt, contract, obligation or liability of any Legatee or beneficiary, and shall not be subject to pledge, assignment, conveyarnce or anticipation, and the personal receipt of such· legatee or beneficiary shall be the sufficient and only discharge of my executor or executors. ITEM VI. I hereby authorize and empower my executor or executors here- inafter named to enter into any compromise which he or they rnC.Y deem to be proper on account of any estate., ineome, or other tax claims. ITEM VII. I hereby :JOminate and appoint Harry G. McBride as Executor of this my last will and testament. In the event, for any reason, he should be unwilling . . or unable to so serve, I hereby nominate and appoint my children, Jean Comer and Robert C. McBride to be executors of this my Last Will and Testament. IN WITNESS WHEREC·F, I have h.ereunto set my hand this / Z !/:day of ~=---c__.t-=c.c.!..__--e-=-··1~c:-= 1~---'----~ A. D. , 19 6 4. /JteLc . 4 7» ~u /k' This instrument cons~sting of two (2) typewritten pages, (each bearing the signature of the above named lola F. McBride), was by her on the date hereof signed, published and declared by her to be her Last Will and Testament,. in our presence who at her request and in her presence and in thepresence of each other, we believ- ing her to be of sound and di:::posing mind and memory, have hereunto subscribed our names as witnesses: -2- --·--.-.,~-· '-···o-·~-.--·----,,--_,...-----~--------~---------------....... ":• I, ........ ~.~~-s-~-~.1. ... ~.1'~11:~ .... ········:·············· Register for the Probate of Wills and granting Letters of Administration, in and for the County of Washington .and Commonwealth of Pennsylvania: To ......... ~.~~P. .. ~~ .... G.9m~;r:o: ................................................................ . ri~ D. B'J N. G. T. A. Administra t OJ all an singular, lEe goods and chattels, rights and credits remaining unadministered, which were of lola .. F ..... Mc:6.r.ide .. . A./~/A. .. }~~-8: .. ~~---~~~.:r..~.~~---················ ...... late of the said County, deceased, with a copy of deceased's will annexed, GREETINGS: Where as, the suid. Jq_l.a. ... F..• ... ?d.~.~r.~q_f,l_.A./~/4 ... ~Q.l.a ... 14 .•... Mc.~:rJQ..e in .:H:~I' ...... lifetime, made ..... Her .... last Will and Testament in writing, which was duly proved on the S.th.~ ....... day of .. O.c.t.ob.er ............... A.D., I 968. ..... having, whilst ..... -~~~-... lived, and at the time of Ff:~r .... decease, divers goods and chat!els, rights and credits, with- in the said County, by means whereof the full disposition mzd power of granting letters of adminis- tration thereof, is manzfestly known to belong to me; Therefore desiring that the goods and chattels, rights and credits which were of the said deceased, and which remain unadministered, may be well and truly ad1ninistered, -converted and disposed of according to the te1:or and effect of the said de- ceased's will and according to law, I do hereby grant unto you the said ... .. . ............ . .......... J~.~n ... M .•... G.ol!:l.~.:r.., ... A.dmin.is.tra.t.r..u ... D .•... B .•... W .•... c .•... T .•... A .•.............................................. ..................... : ........................................... (in whose fidelity in this behalf I very much confide,) full power by the tenor of these presents, to administer the goods, chattels, rights and credits remaining unadministered, which were of the said deceased, within the said County, as also to ask_. collect levy, recover and receive the credits whatsoever of the said deceased, which a.t the time of .If~.I' ...... death were owing, or did in any way belong to .. Ji~;r:o .... and to pay the debt; in which the said deceased stood obliged, so far forth as the said goods and chattels, rights and ctedits will extend, according to their rate and order of law; especially cf well and truly admi1zistering the goods and chattels, rights and credits remaining unadministered, which were of the said deceased, according to the tenor and effect of said deceased's will, a1'td according to law; and making a true and perfect inventory and conscionable appraisement thereof, and exhibiting the 'Same into the Register's Of- fice, at Washington, on or before the ................ day of . . . . . . . . ............ next, ensuing, and also a true and just account, calculation, and reckoning of your ad11zinistraiion, upon your solemn ... oa.th ........................................ to render at the expiration of six months, or when legally thereu·n.to ·re- quired; and I do by these presents ordain, constitute and depute you, the said ................ . . . . . . . . . . . . .. . . . . . . . . .. . J .ea. n .. M .... C.ome.r ................................................................................................................ . admi-nistratrix D.B.N.C.T.Acd all and singular the goods and" chattels, rights and credits, wbich remain unadministered and which were of the said deceased, with a cc-py of said deceased's Will an- nexed, within the limits aforesaid; saving harmless and forever indemnifying me and all other of- ficers against all persons by reason of your .1dminis tration aforesaid, and saving all others their rights, &c. lJu Wr.atimnug lf~rrrnf. I have hereunto set my hand an.d afjixed the seal of said office at Washington, the .18th .•....... day of ........ July ............................................... in the year of our Lord one thousand nine hundred and .Sixty .. Nine .................... . #' .................. ~ .......... ~ Register. I , .. I I ,. (~ ) '· ,,~ r• ' ..,£ t ~ Letters Of Administration D. B. N. C. T. ·A.· ESTATE OF Iola F. McBride . ................................................. ~ .......... . ....,._5 A/K/A · Iola M. "McBride :~ ' l' f• I t: i t t I t l . ; t ,. ; ! ·""' v~-·· ,;t .) ,, ' '' ., <--._ '"f '/' ·t ,. I l l '\' .,l " l . i: ·' .-1_ ~ 0 .! ~ ~ • ;, ,, ~~v-'· t, .3-g-I :J, c .1 IN THE ORPHANS' COURT OF 1J WASHINGTON C.PUNTY, PENN-1 SYLVANIA; No. 1969, A. I; IN RE: ESTATE OF IOLA F. Mc- BRIDE a/k/ a IOLA M. Me- BRIDE, Iieceased J 11 ~~ 1 ~ '\!) ~i ~lj ~~' ' ~~ A.-P PEA L ~~,.,.. b. m "'"' ~G'i~ ~ ~ (~ ~ =t R'l ~.) fl'l r-""i~F §e ::~ .:n·~ 0.. -.~ ,?~~ "gf=<g ~~ .. .. . ~-, ......,._, ~ ~ ~ns>r5f ::a I ~ ,.,_, -a? :::1: rw... ~ .;:: LAW OFFICES PEACOCK, KELLER 8r. YOH E EAST BEAU BUILDING 68-70 EAST BEAU STREET WASHINGTON, PA.I5301 I ~ .1-~ d ~-,)( ' II t)l .. I i ' t:. J t J \. II, ~~~ ., I I '), .... I· ,. JL ~ .;f. _/ .-.J.\_., ~ IN THE ORPHANS' COURT OF WASHINGTON COUNTY~PENNSYLVANIA IN RE: ESTATE OF IOLA F. McBRIDE a/k/ a IOLA M .. McBRIDE~ DECEASED~ APPEAL ) ( ) (No. ) ( ~ .1969~ AND NOW~ this . 'flv / P day of March~ 1969~ A. D.~ comes HARRY G.· McBRIDE~ Executor in the above entitled estate and files this Appeal to have the correctness of the Action of the Commonwealth in appraising the above estate for Inheritance Tax purposes determined and sets forth as the error therein and the reasons for correcting the same~ the following: , 1. That the appraisement of the above entitled estate sets forth Real Estate $40~ 000. 00. 2. That the only real estate located in the Common- wealth of Pennsylvania of which the decedent died seized was a tract of ground situate in North Strabane Township., Washington County~ Pennsylvania on which was erected a Gulf Service Station together with approximately 24, 420 square feet of coal left in support under Agreement dated December 3~ 1962 between Consolidation Coal Com- pany and decedent. 3. That your deponent returned said real estate for Inheritance Tax purposes at the price or sum of $25~ 000.00. 4. That the appraisement of the same in the sum of $40., 000. 00 is unreasonable~ ce~c.e.s.s.i:v,e; and oppressive. 5. That your petitioner is aggrieved by such appraise- ment. ---------rr---------------~-----------------------,------, ... ;;...• .) • l ' ., ' • 6. That your petitioner will be able to prove the unreasonableness of said appraisement at the hearing on this Appeal. WHEREFOREJ y:>ur Petitioner respectfully requests your Honorable Court to have the correctness of said Appraisement as complained of determined at the Audit of the account or at such other time as the Court shall affix. And he will ever pray. ESTATE OF IOLA F. McBRIDE a/k/ a IOLA M. McBRIDEJ DeceasedJ B~.:y~ xecut r • ' ' J COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ( ) ss. f . ' ' .. Before me~ the undersigned authority3 personally appeared HARRY G. McBRIDE3 who, being duly sworn according to law, deposes and says that the facts set forth in the foregoing APPEAL are true and correct. as he veril? believes. Sworn to and subscribed . t')--flv before me this j_L day of Cfll~0 _,1969_, A.D. CftL.~o~r:i~:tt~ Notary P li . W!ary Jane Smith, Notary Public Washington, Washington County, Pa. My Commission Expires February 28, 1973 • 1 I I .. .(') ' • I o • IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ESTATE OF lOLA F •. · McBRIDE a/k/ a IOLA M •. McBRIDE, DECEASED~ ORDER ) ~ .~6~?2--J.;<?7 (No. ) ( 19130 &.i' tl . ___ .......___ J-.• AND NOW, this ~ay of 4~ ,1969, the within APPEAL presented to the Court and it is hereby ordered, ad- judged and decreed that notice of this Appeal be given to the repre- sentative of the Commonwealth of Pennsylvania, Department of Revenue, Bureau of County Collec:ions, Inheritance Tax Division, or upon their agent. the Register of Wills of Washington County, Pennsylvania, and that hearing upon the sa:ne be fixed at such time as the account in said estate shall be called for Audit. -l .Affi~nuit ®f itxerutnr · ®r .A~miuistrntnr f.;tatr nf Jrnnuyluania, t ss: <!Luunty uf 1!lllauqingtun \ Personally before me, the undersigned authority, a. ...... .N.9..t9:r.Y. .. J.JJ.P.li~ ................................... in and for said County and State, appeirred ...... ~eE.!:Y. ... 9., .... M.S.~.:rJ.4.~ ........................................................................... who, being duly ;· . sworn according· to law/ deposes and says that he is the executor or administrator of the estate of lola F. McBride a/k a lola M. McBride . · . . . ........................................................................................................................ h ..... deceased, that the foregomg schedules constitute a McBride complete inventory and appraisement of the reel and personal estate of..!9.l9.: .. f.· ...... M9..l2r.i.d.~ ... P.:i.ls;/.9.:.1o,la M. / deceased, except real estate outside the Commcnwealth of Pennsylvania; that the figures opposite each item of real and personal estat-e in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as qf the date of ::he decedent's death, based upon a just appraisement of each item made by the above named Executor Ad:ninistrator. . Swor and subscribed before me this:;; •. ~ .. '!!::::... . . g -; da~~ .................................... 19.f1_ ....... f >. ./1. ... /. ... :L~.......... ... . . .... .Jd~ .............. :L. '·U . . ;.\ ADDITIONAL INSTRUCTIONS 1. An inventory must be filed within three months after appointment of personal representative. 2. A supplemental inve1_1tory 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 "\Yili and copy of Federal Estate Tax Return. Mary Jane Smith, Notalj' Public REFERENCE FOR ADDITIONAL COPY Wash!ngton, Wa~hi~gton c.ounty, Pa .. Act of 1947 P. L. 513 Sec. 5.2, 72 P, S. 4844.2 ( . ,My Comm1ss1on Exp1res -· · , . J't!bruary 28, 1969, • I . ' ") Jlnnttttnrg au[l "ppr~isemtnt of the goods and chattels, rights 'and credits which were of.!.21~ .. f..,.)\~.~.~.r.~9.~ .. f!!J!J.ft ... !9.1?.:' .. M:~~9.§9&W of .. N.9..:r.th ... §tr.e!?..?.:n.~ ... :I..Q~P.:§bJ.P..t.~ .................... . Washington County, Pa., taken and made in conformity with the abO'Ve affida"Oit. E 216 shares 7 shares 18 shares 367 shares 1110 shares 30 shares 2.00 shares 160 shares Marathon Oil Company at 47 43148 . Radio Corporation of America at 4 7 7 I 8 Standard Oil Co.mpany of California at 65 1/2 .l Columbia Gas System Inc. at 29 314 Storer Broadcasting Company at 52 17124 Texaco Inc. at 82 7 I 8 Phillips Petr.oleum at 69 7l24 ·-· Washington Steel Corporation at 19 112 40 shares Jefferson Coal and Construction Corporation at 100 Mortgage Helen M. Day •l?_a:lance Accrued interest ori same Household furnishings Mellon National Bank and Trust Company~ Canonsburg Office Checking Account Western Pennsylvania National Bank ~ Houston 0ffice1 Checking Account · · DOLLARS CENTS 10~ 342 77 335 12 1, 048 00 10~·91 7 25 58, 806 25 2, 486. 25 13~ 858 33 3~ 120 00 4; 000 00 9~ 251 00 37 55 2, 000 00 1 0~ 551 16 136 60 Peoples First National Bank of Miami Shores_, Miami Shores, FloricB! Checking Account 212 02 Union National Bank~ Crossroads Office (The checking account was created in the name of lola F. McBride and Jean M •. Comer Special Account~ but was properly an asset of ·the estate.~ Less outstanding checks $2, 057. 18 $ 499.48 $1~ 400. 00 Canonsburg Industrial Development Bonds -2o/o due in 1985 at $50. 00 11 557 70 700 00 J - \ ' " ...... ;:! ....... ~ :<: "" ;:! . ' ., .... ~ c "t c.s:e ~ ~ t:'tj ;:! ~ Ct:l ~ ~ "'::t "'::t ~ ~ ... "" c C1) ~ "l'j C1) ;:! .... ...... r -"··. c. ...... ._ ••• . :.. 1..., •• ,. .C .......... ,._ INVENTORY AND APPRAISEMENT (Continued) Tract of land situate in North Strabane Township~ Washington County~ Pennsylvania conveyed by W. A. McBride~ deceased per Executors to this decedent in the narrie of lola G. McBride~ on which is erected a Gulf Service Station.· Together with approximately 24~ 420 square feet of coal left in place for support under agreement dated December 3~ 1962 between Consolidation Coal Company and decedent · Accrual in hands of trustees under insurance trust agreement created by W. A. McBride, approximately Accrual in hands of trustees under trust agreement under Will of W. A. McBride, approximately 11E 11 Bonds (see schedule attached) TOTAL · Dollars Cents 25,000 00 700 00 2~ 000 00 14, 318 98 $ 171~ 378.98 I EXHIBIT "A II The following are United States Savings Bonds Series "E" issued in th~ name of Wilbur A. McBride or Mrs. lola M. McBride. Wilbur A. McBride predeceased lola M. McBride thereby making them all assets in her estate, Number Date of Issue Value Total Value 1 , January 1942 $ 50. 00 $. 86. 50 2 February 1942 $ 50. 00 $·173. 00 1 March 1942' $ 50. 00 $. 86. 50 1 April 1942 $ 50. 00 $. 84. 78'. .. 2 July 19.42 $ 50. 00 $·171.44 2 . < Septeniber 1942 $ 25. 00 $. 85. 72 1 January 1943 $ 50. 00 $. 84. 36 . 0 2 March 1943 $ 50. 00 $.168.72: ~ Apri11943 $ 50. 00 $.165. 36 ( 2 I 1 July 194:3 '<$ 50. 00. $. 82.98 I 2 August :1943 $ 50. 00 $.165.96 (I 3 September 1943 $100, 00 $.497.88 I I 2 October 1943 $100, 00 $.325.44 ' 2 November 1943 $100.00 $325.44 . ,, r, 2 December 1943 $100. 00 $·326. 64 I 2 'January 1944 $100. 00 $326.64 2 January; 1944 $ 50. 00 $163. 32 !· 3 February 1944 $100:.~ 00 $489.96 1 April 1945 $ 2·5 •. 00 $ 38. 74 i I 10 June 1945 $100. 00 $1, 554. 80 I 3 August 1945 $100. 00 $.466. 44 I I 5 November 1945 $100. 00 $·762.40 l 7 December 1945 $100. 00 $1, 078. 84 3 March 1944 $100. 00 $·489. 96 3 . September 1944 $100.00 $.481. 92 5 April 1944 $100. 00 $800.60 . 1 June 1944 $100. 00 $ 80. 32 3 June 1944 $100.00 $·48~. 92 9 July 1944, $100. 09 $.1, 445. 76 r. 3 October 1944 ' $100. 00 $472.44 11 ti 7 November 1944 $100._ 00 $1,102.36 il 4 January 1945 . $100. 00 $632.00 II 4 April 1945 $100. 00 $619. 84 Total $ 14,318.98 ; IL/ -1 • i • e . .....,. ·, 'TY ~ -~~ _No •. '1~7( 63-68--1299 ---------------- r~-.. INVENTORY & APPRAISillMENT IN THE .. .J ESTATE QF .( '? _;). . . IOLA F. McB~~:rDE, __ .. ak. a IOLA M. M~ftlD' ~f ' ... q· . r DECBA.SliD. ------ - - ----- TNV. DRr ::0 I'Tl :::0 c;-, c:: (.1) {./) --~~ ~~ ......,r- O:s; ...,~ :E:::o r=z r-o (/) to en C:..? > u ::0 ro w -o =:!: w .. --.J -n r m 0 PAGE --- ~0~ ~-G'.-(J 0__:e _r, ?~ ut-G' () a. 'bV ~~ ~>! .' -':, ... r· I I ... STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ $$: The within named Accountant being dt.a.ly sworn according to law, deposeS and sayS that the above. account as stated is true and correct as ...... ~ .... §h~L~---··················· verily believe. ' ~ Sworn and subscribed before me this ..... £ ........... . do~ of--------~--"\) 19--~~'L_ -----~-~ Mary Ja Smith, Notary Public Washington, Washington County Pa. My Commission Expires ' February 28, 1973 Warshington County, ss: I do certify that I have given legal notice to all persons ccncerned of the filing of the within account in the manner prescribed by Statute and Rule of Court, as evidenced by proofs thereof filed to No .. h3.-:-: __ ]{r__/p ________________ _ . Witness my hand and official seal this .... c2~ ......... dayof ... ~----------i)(i----;----------------;-191{! __ _ --~-~~---··· · Register of Wills ~ a f' flED~ 0 0 Cl) :9 0 ~\ i ~[9. HDV 11. PN 2 ~~ z (]) "' (]) .... ~ \ , ' I \~ '• ., • .. ( } .. \ .... '. . ~ j .' ~ ~ . ' <} ~-""' .... ":.,. "' .., ·\ •• v / ·- '., 1', h"' \ ·' The Court is respectfully requested to determine I IN THE COURT OF COlVllVION PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS1 COURT DIVISION FIRST AND FINAL ACCOUNT OF 11EAN M. COMER, ADMINISTRATRIX D. B. N.C. T.A. OF THEESTATEOF10LAF. McBRIDE, a/k/a IOLA M. McBRIDE 1 No. /e3-t,<£~~-A.A. SUMMARY . PR:1NCIPAL -PERSONALTY SCHEDULE A Receipts., Page 3 $147., 516. 73 fi Disbursements, Page 5 $ 36) 413. 61 Balance -Principal -Personalty $111,~ 103. 12 Receipts, Page 6 Disbursements,~ Page 6 INCOME -PERSONALTY SCHEDULE B $ 5, 323. 76 $ NONE Balance -Income ... Personalty Receipts, Page 6 Disbursements, Page 7 PEINCIPAL -REALTY SCHEDULE C $ 25, ooo. 00 $ 21 443.48 Balance -Principal -Realty INCOME -REALTY SCHEDULED Receipts, Page 7 $ 3, 900. 00 Disbursements, Page 7 $ 764.37 Balance ... Income -Realty Receipts, Page 7 Disbursements, Page 9 PRINCIPAL -REALTY FLORIDA SCHEDULE E $ 40, 069. 00 $ 4_, 404. 50 Balance -Principal -Realty -Florida BALANCE $ 5., 323. 76 $ 22., 556. 52 $ 3, 135. 63 $ 35, 664. 50 $177, 783. 53 BALANCE CONSISTS OF THE FOLLOWING: Tract of ground in North Strabane Township $ 25, ooo. 00 216 shares -Marathon Oil Company $ i 0;1 342. 77 7 shares ... Radio Corporation of America $ 335.12 18 shares ... Standard Oil Company of California $ 946. 70 367 shares -Columbia Gas System~ Inc. $ 10~917.25 1110 shares ... Storer Broadeasting Company $ 58, 806.25 62 shares ... Texaco, Inc,. (formerly 31 shares) $ 2;~486.25 400 shares (formerly 200 shares) Phillips Petroleum Company $ 13., 858. 33 160 shares -Washington Steel Corporation $ 3, 120., 00 40 shares ... Jefferson Coal·~ Construction Corporation $ 4, ooo. 00 14 C Canonsburg Industrial Development Bonds $ 700.00 Mortgage -Helen M. Day -Balance $ 8, 083. 00 -2- 1968 October 4 October 11 October 31 December 2 December 23 1969 April 10 April 10 July 18 .; .. SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS Inventory and Appraisement as filed Understatement accrual in hands of Trustees of Insurance Trust Agreement of W. A. McBride, Mellon National Bank & Trust Company~ Account No. 360.,315 Understatement accrual in hands of Trustees in Trust Agreemer_t under Will of W. A. McBride, Mellon National Bank & Trust Company, Account No. 260-537 Florida Power & Light Company .. refund Internal Revenue Service ... hcome Tax Refund North Shores Hospital Refunj Total SCHEDULE A PRINCIPAL -PERSONALTY ::JISBURSEMENTS Administrative Expenses: Russell Marino, R.egister, Letters and Short Certificate Russell Marino, Register, t~o Short Certificates Washington County Reports, Advertising Letters Notes Publishing & Printing 2ompany - Advertising Letters Russell Marino, ·Register, Certification of Record to Florida R.ussell Marino, R.egister, Filing Inventory and Appraisement and balance on Letters Russell Marino~ Register, Filing Appeal R.ussell Marino, Register, one Short Certificate Russell Marino, Register, Balance on Iwentory and Letters Russell Marino, Letters d. h. n. c. t. a. $146, 378. 98 78.88 677,39 2.89 338.59 40.00 $147, 516. 73 13. 50 2.00 14.00 12.50 10.00 24.00 5.00 1. 00 23.00 29.50 1969 July 22 July 29 • ---------------------------------------------r----, j Russell Marino, three Short Certificates The Mcilvaine Agency, Administratrix Bond Harry G. McBride, on account of Executor's Comrr:.ission Helen S. McBride, Executrix of the Estate of Harry G. McBride, Executor, and Jean M. Comer, Administratrix d. b. n. c. t._ a Balance -Accountant's Com:nission Russell Marino, Short Certificates Robert C. McBride, Ancillary Executor Mary Jane Smith, Affidavits Peacock, Keller & Yohe, Accountant's Attorney Russell Marino, Register, Filing this Account Prefe:-red Debts: Oak Spring Cemetery Company -digging grave Cente:-Pharmacy Dr. s: W. Rubin -medical services Ethel D. Hughes -services Dr. Robert L. Isham-medical services Dr. R.. C. Bartlett -medical services Randl€-Eastern Ambulance Service Speakman Funeral Home Kurtz Monument Company-marker Other Debts: Southern Bell Telephone Conpany Internal Revenue Service -Social Security REA Express 0. J. Powell -account WPNB -account Jean Comer -account ... 4- • 3,00 160.00 4,000,00 6,088.27 8.00 1,000.00 13,50 10, 376, 10 17. 00 90,00 42.49 200.00 48.00 80,00 40,00 18.00 5, 100. 00 110, 00 46,40 2 7. 72 30, 85 50.00 12.50 150,00 Mrs. E. Crouch -account Mrs. E. Crouch -salary Internal Revenue Service -bcome Tax Internal R.evenue Service ... bcome Tax Taxes: R.ussell Marino, Register, en account of Pennsylvania Inheritance Tax SCHEDULE B 81. 40 275.00 94. 17 79. 71 8, 037.00 Total $ 36, 413. 61 INCOME -PERSONALTY R.adio Corporation of America Dividends Texaco, Inc. -Dividends RECEIPTS Marathon Oil .Company -Dividends Storer Broadcasting Company -Dividends From death to 7 I 10/69 5.25 71. 30 248.40 832.50 Standard Oil Company of California -Dividends 89. 75 Phillips Petroleum Company -Dividends 390.00 Columbia Gas System, Inc. -Dividends 433.06 Washington Steel Corporation -Dividends 84. 00 From 7/10/69 to 11/1/69 R.adio Corporation of America -Dividends 1. 75 TeJKaco, Inc .... Dividends 24.80 Marathon Oil Company -Dividends 86.40 Storer Broadcasting Company ... Dividends 277.50 Standard Oil Co. of California -Dividends 11. 20 Phillips Petroleum Company -Dividends 130.00 Columbia Gas System, Inc. -Dividends 146.80 Washington Steel Corporation 28.00 -5- Interest: Donald M. Day-December 23, 1968 67. 83' Donald M. Day -February 24, 19 6 9 43.34 Donald M. Day -April 19, 1969 42.25 Donald M. Day -July 20, 1969 41. 15 Interest on E Bonds 1, 294, 60 First Federal Savings & Loan of Miami, interest 393.75 Dade Federal Savings & Loan Association, Miami -interest 393.75 Greater Miami Federal Savings & Loan Association , Miami -interest 186.38 Total $ 5, 323. 76 SCHEDULE B INCOME-PERSONALTY DISBURSEMENTS NONE NONE Total $ NONE SCHEDULE C PRINCIPAL -REALTY RECEIPTS nventory and Appraisement as filed $ 25,000.00 Total $ 25, 000, 00 SCHEDULE C PRINCIPAL -REALTY DISBURSEMENTS H. B. Paxton Agency -Insurance 192.00 Charles Metz -dri~eway 1, 500. 00 E. Crouch -labor 370.00 !Florida Power & Light Company -Refund 2.89 Internal Revenue Service -Income Tax Return 338.59 -6- -----------,r----------------------------------------------------------------,--, North Shore Hospital -Refund SCHEDULED INCOME-REALTY RECEIPTS Nov. 5, 1968 to July 7, 196£ -Gulf Oil Corporation Rent July 20, 1969 to Nov. 1, 1969 -Gulf Oil Corporation Rent SCHEDULED INCOME -REALTY DISBURSEMENTS Oct. 4, 19 6 8 -Joseph A. Kern, Tax Collector July 28, 1968 -Malcolm L. Morgan, County Tax July 28, 1968 -Joseph A. Kern, R.oad Tax Oct. 10, 1969 -Joseph A. Kern, School Tax SCHEDULE E PRINCIPAL -REALTY FLORIDA RECEIPTS eceipts rorated Insurance SCHEDULE E PRINCIPAL -REALTY FLORIDA DISBURSEMENT'S lorida Documentary Stamps on Deed -7- 40,00 Total $ 2,443,48 2, 700. 00 1d 200. 00 Total $ 3, 900. 00 2 73. 60 97. 47 51. 30 342.00 Total $ 764.37 40, 000. 00 69.00 Total $ 40, 069. 00 120.00 Sur Tax on Deed 44. 00 Prorata Share ... 1969 Taxes 175. 14 Long distance telephone calls 12. 75 Photocopies 9. 75 Postage 1. 12 County Judges1 Court 35. 00 Ancillary Executor1 s Bond fa. 00 Miami Review -Notification to Creditors 29. 80 Two Death Certificates -WilburA. McBride 4. 00 County Judges1 Court -Addi:ional Costs 25.00 Orkin Exterminating Company.,~ Inc. -Termite Inspection Report 2 5. 00 Application for Waiver and Release -Florida State Tax Lien 1. 00 Payment of tentative tax to Florida Ancillary Proceedings 370.00 Continuation of abstract -Florida preperty 40. 00 Smathers & Thompson -legal service THIS APPLIES TO FLORIDA REAL ESTATE WHICH WAS PAID BY LOCAL ADMINISTRATOR !Florida filters Prkin Exterminating Company -account Department of Waters & Sewers -account !Florida Power & Light -account Florida Power & Light -account Southern Bell Telephone Company -account Department of Waters & Sewers -account Florida Power & Light "' account ... Miami Shores Village -account Orkin Exterminating CompaEy .. account ... a- 2, ooo. 00 4. 37 6.00 18. 59 40.44 22.46 8. 77 10. 74 10. 04 30. 00 6. 00 .. ' ..... Florida Power & Light -account Department of Waters & Sewers -account Department of Waters & Sewers -account Lear Pest Control Company -account Robert C. McBride -expenses adv:anced payment of real estate E. B. Leatherman., Clerk of Circuit Court 1968 taxes 8.88 42.41 7. 09 36 .. 00 421. 6 7 828. 48 Total $ 4., 404. 50 THE DAILY NOTES CANONSBURG, PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784, Sec. 3, paragraph (3) and (25). State of Pennsylvania } County of Washington ss. ~}i~are efore me, a Notary _Public ir. and for said county and state, --~[--------··:·----.. -_ ............ _:.-........... , ho bemg du~y. s~orn, dep~se_s and says: that ~~-.. ---IS th~ of the Notes Publlshmg & Prrnting Co., a Penn- sylvania corporation,' and its a6{ in this behalf: tha1t the smd company IS the pub- lisher of The Daily Notes, published daily except Saturday and Sunday, having its place of business at Canonsburg, Washington County, Penn;ylvaiiia; that the said Daily Notes was established August 1, 1875; that the -printed notice or advertisement, attached hereto is a copy of a notice or advertisement, exactly ~s printed or published, which appeared in the said newspaper in its regular issues on the following dates: ___ c81.t!:!:!':_.__r,__!L . ../.. .. ~r--L.f.~ .. £. ____ .. ____ , ___ , .... _________________________ ....................... . " . .... ' ....... ~--------------·--:-------::----~-------------------------------------·································:-· that the affiant or th~ coriJoration ·in behalf of which ........................ is acting is not inter- ested in the subject matter of said n<!tice or advertising and that all of the allegations of this affidavit-~_s ~o the tim~:la-~~r~ct~~ Sworn to and subs~ribe~e this _ _ ....... /..2___ day of. ~=-'--:--........... _ _' ____ :.___ 19_~ 9 ...... AUDREY J. _FALC ~~~~blic Wash1ngto County, Pa. My Commiss'ion Expires l\:1arch 30, 1970 E> .• UTOR'S NOTICE Esh-.le of lola .F. McBride, a/k/a Iola M. McBride, deceased, late of ]\lorth Strabane Township, Wash-ington County, Penna. LETTERS Testamentary the above esta-te-having been ed to the undersigned, no hereby given to) those- thereto to make imm ment, and to thoE.e having demands to present them for tlement. H;3.rry G. McBride 214 Linden Creek Road Ganonsburg, Pennsylvania 1531 r ~) '-·-Washington County Reports. "'6'3' '59U'R'f "M'''n'N= S"fR££r- WaslingtOD, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CoUNTY OF WASHINGTON 1 STATF. 0!' PENNSYLVANIA r ss. Personally appeared befor= me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, published week~y having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in t'his behalf; that the said WASHINGTON COl'NTY REPORTS was established on :vrarch 31, 1920, and was designated as the official legal publication for Washingt01 County, Pennsylvania, by order of the several courts of said County, dated Nc•vember 11, 1920; that the printed no:ice or adver- tisement attached hereto is a ccpy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: .... N9.v.~mP.~rr. .. .l.1 ... l4.1 .... ~J.1 ... J9.6.8 ............ .. KATHERINE C. YARD, N• ary Public Washington, Washingtor. Co., Pa. My Commission ExpiNlS November 1, 1969 Estate Notices The Register of Wills has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present t:hem for settlement to the Executors o.: Admin- istrators or their Attorneys. ••oeeoeeeeoeo•••• McBRIDE·, lOLA F., .afk/a :OLA M. McBRIDE, Dec'd. Late of\ North Strabane Township, Washington County, Penna. Executor: Harry G. McBride, 214 . Linden Creek Rd., Canonsburg, Pa. 15317 Attorneys: Peacock, Keller & Yohe, · 68-70 E. Beau St., Washington, Pa. 15301 -'Z:::::S.,,'. ',. ....._...,.-.,!_, -~ -(~ ,,·~, b ) J:. >1 ;ttl) ·' ! ' II '1:' I ! -' ' •) '-- .. v~ -- II',;, \" .l~ ... 'ro' ~ .,_, ' r-.~ • .. "' ,, ., '~ ·~~ -!" ~"' COURT OF COMMON PLEAS o· WASIITNGTON COUNTY~ PENNA. No. 63-68-1299 IN RE: ESTATE OF lOLA F.· Mc- BRIDE a/k/a lOLA lVl.· Mc- BRIDE~ DECEASED ·sTIPUL'ATION and C\ DECREE g'/v~ I v ) ...;:: """"' :::0 l> . '(/)i'Tl:::O ~. ::r:: ~ c -,,., (/) ~ ~~(I") \' '-') m r.-; ~ ::;6 r-~ 0 ~ r- ' :c::O 1\... N 0 ...-;:: J-'i''\l . ~-~ -;::= ::::: ~ ~ -or-Z tr \,' ?-en 0 ~ .. ... , -: <:::::) :::g: -:::= r~~ -c: ,.__, r.-. ---.1 • B ·--n r.::r :·::~ .... '•'-J C:> co LAW OFFICES ~~----- .1 i i! •I I \ I I ~ ·I j ll •I \ t I .i ' ,, PEACOCK, KELLER, YOHE a. DAY Llj EAST BEAU BUILDING A 68-70 EAST BEAU STREET 1• WASHINGTON, PA.I5301 ) ··'Y'y---'" Y3 ..,/ ~ ~ 1L ,. ,• . 4·. ... ~ .. ~ COURT OF COMMON PLEAS OF WASHINGTON COUNTY PENNSYLVANIA IN RE: ESTATE OF IOLA F. McBRIDE a/k/a IOLA M. McBRIDE, DECEASED ( ( Orphans' Court Division ( No. 63-68-1299 ( ( ( STIPULATION AND NOW, this 4 day of May, 1970.t A. D., the undersigned counsel for the parties to the within matter do hereby stipulate and agree as follows, to-wit: 1. The within estate shows~ returned for inheritance tax purposes a tract of land situate i:l North Strabane Township, Washington County, Pennsylvania on which is erected a Gulf Service Station, together with coal in place left for purposes of support at Twenty-five Thousand and no/100 ($25, 000. 00) Dollars. 2. The appraisement by the Commonwealth of the said real pro- perty was Forty Thousc.nd and no/100 ($40, 000. 00) Dollars. 3. The estate having filed an appeal from that appraisement, a reappraisement was had by the Commonwealth resulting in a corrected appraisement of Twenty-five Thousand and no/100 ($25, 000. 00) Dollars. 4. Both the Department of Revenue of the Commonwealth of Pennsylvania and the within estate are satisfied that the appraisement of the said property should be Twenty-five Thousand and no/100 ($25, 000. 00) Dollars ar:d that this represents the fair value of the pro- perty on September 21_. 1968~ the date of death of the decedent. To that extent, the within appeal should be sustained. a/k/a • I '·. ~ ' ' . ' .,. . ,. COURT OF COMMON PLEAS OF WASHINGTON COUNTY . . PENNSYLVANIA IN RE: ( ( ESTATE OF IOLA F. McBRIDE ( a/k/a IOLA M. McBRIDE.r ( ( DECEASED ( Orphans' Court Division No. 63-68-1299 ORDER AND NOW, this :bJ--day of ~. , 1970 A. D., the within Stipulation is approved and ordered filed. • ~i?e~-:~~:~~:-·-:~~~:\::.-'.~:'=-·-:~·>::;~~"'w:~·-~~~~~:.~",_!:~<~~?~~~~~~~··:.:~~;;:-~;~·:;.:~':r:~:~;·-;:~~, __ -::-:.·~~-;.:s~-=S"· ~:;.~c;=:-:~,-~~"'-,7-~\:.;.,:-_~ ... - ·.. .. ., ·/:··. ]n llJr· UJrplFt:t5'. [rn·td. nf lU~slJJtt!J!Ctt C!:nuutu I', • .. .. •. ~ ··In the. matter oC the Audlt or Account 1:1 . . . . :·.: .. Estateor-..IOLA F. McBRIDE; a/k/'a No. _ _.__p~8_·..:::.1.:::.2~9~9 ___ __, 19__:_. A. A. ... ·· · IOLA M. McBRIDE .. _.:;_-: ·>.·.TO THE .AUDITING JUDGE: ·. ·... . . -.: -~ ··.:· • • I o .: : e' o •' i q .. ; • :_ .. : · .. :.: ~nter_.....,....;o;_;u::;r=-' _· _____ .a.ppe.aran~~ r~r th·~ Ach<mritant ; ; . ... . . .. . . .... .· · . .. : . ~ t : • :. • I ~ . . ··:··. _...;.,__ __ ~____;:...._ __ ~ __ ___:.___,.. __ .;.._...;..;_ __ ,....:.... __ --;-_______ _ . • •.. I . .' ' . . _ :-.· . l··i· .. , .... . . . _: ... :· -~· -...,.-----'---:----:-----:-----.....:..,_-------------...;.._-----....--- ....... • ••• : ;. • 0 . · . . · .. ·:· .. . . . ~ ... ·.· .. ...... . :·· .: .. ~-.' ··. . ·. : . ;. I . ..r;.• . .. . . .. c .By ·lli¥ w. f.-&-~ 1'8th day or . · · lVIa.rch :: · . t91U__ ~. . . . . .. . . •·: '· N.B.-Counsel shall; by. separate p~per, present· a concise statem.ent or each claim, with supporting calculation oC any interest claimed. Objections to an. account as filed, shall be concisely stated in a separate paper. Councn suggesting proper distribution shall me a separate concise state· . . ·:· • .I • m.ent ln. that.regard.. . . . · . . . . . . . ~. . . . .... • ... ·. 1 .. ,. ... .. : ... ' : . ~ : . .: ~-_ .... . : . •.. . ~ . .. •... . .. · . . :. . ~ .··.· .... ... ·. ------------'-----'-----~--------'--~--------~---·-..... , ... -·--·--...... '. .··· < ,, ._.,_L .r . ~r ,.. r ..._._..._~ -· "" ~ i!c,I''OQ NOl~)NIHSV'A~ s·Jli{Ar.-W tl31SI~3U ONI'tl'vH lT3SSntl BO 1, ~~d 8i ~mr OL ·a ·~~'l 1 j l ·-. ~.,J --I I. .... ' .., 4 ' I • Testate FormJ PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of .. J9..~ . .f.! ... ¥..S:.!?.~~P.~~--~_f-~/.~.-~9.~~~--M~--No .. ~_f?.8.::-1.2.9.9 __________ , _____________________________________ A, A. M~~-E!Q~: ________________________________________________________________________ _ Fiduciary .. ..J.~~XLM, ___ G_Qm~r~ .. b:.9m.ill1Rt.r.9:t.r.~x .d •. b .. n .. ~ ... t ... a. ______________________________________________________ _ Deceased Original: October 8, 1968 Date of Date of / Decedent's death ... .S.~p:temb~r .. 2.1-.J ... l.9.6.8 ........... ----------Gront of Lertters __ g .. .P. .... n ... c .•. t...a...~ ... J.JJ.ly .. 18,. .. 1.9.6.9 ..... . ... If there-hove-been ·former accounts filed in this es·~ate, list file number or number and term ....... N.one .................. . Election to take Place of; Under or Against will. (cross out one) Dote Election Filed ----------------------------------R-ecord ------------------------------ Nome of surviving spouse ... N.one ............................ : .................................................................................................... . List issueA where material: Robert c. McBride Son Hazel M •. Stranahan Daughter .Jean M. _Comer · Daughter Ruth M .. Westwater Daughter Heleri IVJ:. Day Daughter Grace M. Latta Daughter Harry G •. McBride _ Son (now deceased) ·· Did decedent marry after execution of will? (indic·Jte) :Ka. No. Any children born after execution of will? (indicate) JV~No. If answer yes, nome them _________________________________________________________________________________________ :··-----------------------------··:····· . ...................................................................................... · ................. .: ............................................................................................................................................................................. ' l -·. : Legatees Relationship Interest Robert C. McBride Sor_ 1 I 7 Hazel M. Stranahan Dau~hter 1 I 7 Jean M. Comer Daughter 1 I 7 Ruth M. Westwater Daughter 1 I 7 Helen M. Day Daughter 1 I 7 Grace M. Latta Daughter 1 I 7 Harry G. McBride Son 1 I 7 (Harry G. McBride died the lOth day of July, 1969 and Helen s. McBride has been appointed as Executrix of his estate.) List, if exceptions to above: Adeemed: Revoked: Lapsed: None If partial intestacy, give facts: None . . Fiduciary, if deceased or not sui juris Helen s. McBride Abated: Give Cause: Notice to interested parties. Have all parties, hoving either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~ If any exception give cause:.............................................. . File copy of Notice and date of ma i I ing . .lVlar.ch: 1 ~ ~ ... 191.0 ............. ---------------------------=-------------------------------------.......................... , ................ . '"'-.)·.' ' .. Is estate subj~ct to the fili:rlg.:qf gJ_~f=ederal Estqte Tax Return? ..... .Yes _________________________________________________________________________ _ Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .... 8..,A.9.Q .. _Q_Q_l~.s.s .. d.iS.C.QUn.t ......... . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant .... N9.~~-: ..... . Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they ore admitted to be correct; and whether the cloim is denied. None ·- ··, Give reference to such parts of. the will as require interpretation by the Court; a reference to all questions re- quiring o~judication, and a statement of any other facts deemed necessary for the preparation of the adjudication: None -· -:) -, · --· ~ , .. · ,, ( co c::> ,·,· 0(/)<( _-lCL ...t::.. _. • .:3"" ::c -~ ~-~ g o_' ::z:l.J._~ .,. --0 ~ 0 0 . I ~ . " ~o:::l-- 0 ~--C9-. .....l-t-~~ -<~--" -LLJ · ---w -1--z ::: (f) (/) :;: ' :=::J lj) -_,_ ==-'l -:;, :::> (.!) (/) ·-' ) ccW< . Balance·-for d.istribut•onop~account, ACCOUNTING WILL BE FILED AT TIME OF HEARING. ltemizhiany !Ciaditional debits not shown by account: $ ................................... . (' ~.r '\' ( ' Total additid~'al debits (Add) • lJ ;: . ,· . . - . . ' . $ ................................... . Itemize any ··a-dditional credits not shown by account: 'r ~· -;. ~ ·.~· ....... ·r . :.:. ;J~.· Total additional credits (Subtract) $ ................................... . Balance for distribution $ ............... : ..... : ............. . If balance for-distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Service station $25, 000. 00 40 shares -Jefferson Coal & Construction Corporation $ 4, ooo. 00 Other stock_s .. to~be. dist'!-ibuted in kind will be listed along with accounting~ ., ~- '&. - ... . :"' ~ ,, . --~~~---~--- I . i i lOLA F. McBRIDE ESTATE EXHIBIT TO BE ATTP-CHED TO AUDIT PETITION HERETOFORE FILED Balance shown by Acco·.1nt Accountant charges herself as follows: Gulf Oil Corporation -rent )J"ov. 17 ... Columbia Gas System~ Inc. Dividends Nov. 21 .. Washington Steel Corporation Dividends Dec. 1 ... Phillips Petr:::>leum Company Dividends Dec. 9 ..:. Storer Broadcasting Company Dividends Dec. 10 ... Texaco~ Inc .... Dividends ' Dec. 10 ...,. Standard Oil of California Dividends , Dec,_ 10 ... Marathon Oil Corporation Dividends Feb. 10 ... IDC .... Inter-est March 10 ... Texaco" Jnc,. .., Dividends ' Stat~ of Florida .... Refund .:. Taxes RCA .,. Dividends March 10 .... Standard Oil of California Dividends March 10 .,. Storer B::"oadcasting Company Dividends Gain on call .. 1 IDC Bond Gain on distribution of household goods 1 share -Texaco.) Inc. e not appraised Account claims credt as follows: Advances made to heirs in kind. The first 7 items of stock hereinafter listed were delivered to transfer agent for re ... issuance early in December,. Most of them have been received and are ready for de.-. livery to distributees. (1/7th to each of said $177.J 783.53 $ 1, 500.00 $ 146.80 $ 28.00 $ 130.00 $ 277.50 24,. 80 $ 11.20 $ 86.40 $ 56.00 $ 24.80 $ 292.34 $ 1" 7fS $ $ 138.78 $ so. 00 $ 101.10 $ 82,.87 $ 2, 963, 54 c:_.....-' $180 ~ 747.07 I ( ~~ \ .. !_/ .. . distributees.) Texaco, Inc. has been delivered to transfer agent recently11 after lost share was recovered., and distribution is now ordered., 1/7th to each. 364 shares .,. Columbia Gas System:~: Inc~ at 29 3/4 $10,~829,00 210 shares ,;. Marathon Oil Company at 47 43/48 $10.~ 058,.13 399 shares .. Phillips Petroleum Corporation {At the time of the Inventory and Appraisement there was 200 shares of this stock which split two for one during the administration and the original appraisal was 69 7/24) at 34 31/78 $13~ 823!t 70 7 shares ..,.. Radio Corporation of America 154 shares ":' Washington Steel Cor ... poration at 19 1/2 14 shares .,. Standard Oil Company of California at 65 1 I 2 1106 shares "" Storer Broadcasting Company at 52 17 I 24 56 shares .;. Texacoat Inc. (This stock was split during the course of admin ... istration and originally was appraised at 82 7 I 8) at 41 7 I 16 Grace M ... Latta .,. furniture Loss on sale of assets:: 3 shares ... Columbia Gas System.t Inc. Cost .:. $89.25 ... sold a-: 25 718 .:. Net . amount received after sales commission $ 72., 96 6 shares ..,. Marathon Gil Company . Cost"" $287,.38 ... sold :1.t 35 314 .. Net amount received $205,. 20 1 share .,. Phillips Petroleum Company (new) Cost .,. $34.64 ..,. sold at 23 3/4 .,. Net amount received $13.74 2 shares .,. Standard O:J. of California Cost.,. $131.00 .. sold at 52 318 Net amount received $94 .. 74 $ 335.12 $ 3" 002 .. 00 $ 917.00 $ 2~320,.50 $ 1,101.10 $ 16.29 $ 82.18 $ 20 • .90 $ 36.26 $1 ooot 681. 97 $ 80.t 065. 10 4 shares ,;, Storer Broadcasting Company Cost ... $210.83 -1 sold at 29 1/8 ""Net amount received $106.30 6 shares ,.,. Washington Steel Corporation Cost ... $117.00 '='sold at 13 3/8 ""Net amount received after commission $70 •. 01 (We have ordered the sale of 6 shares of Texaco~ Inc,., {new) ·,vhich sale has not as yet been completed from which there will be a loss"") Parker~Hunter Incorporated ... services Internal Revenue Service ,.;. Income Tax Federal Estate Tax Notation: In addition to the foregoing there will be received prior to distribution the following: Gulf Oil Corporation -Rent As of May 14~ 1970.~ u. s. Treasury Bills ..;. Interest $ 1 04 .. 53 $ 46! 99 ~ 307115 $ 79~757,.95 $ 100.00 $ 1z276,07 $15;~6661175 ~ 17~ 042! 82 BALANCE $ 62., 715."13 $ 3oo .. oo e L $ 823,.98 t 4 oct?, St.,....- ' . There remains as assets of the estate the following items.,. distribution of which should be made as follows: 111 13 Canonsburg Industrial Development Bonds 2o/o due in 1985 at $50.00 ($1300~00 par) At the time the Account was filed there were 14 ef these bonds and at the time the election was prepared each legatee agreed to accept two of them in kind,. One of them was called this year. It is practicaly impossible to sell the same~ Therefore a suggestion is made that two of these bonds be distributed to each of six legatees and that to one legatee one bond and $50.00 in cash be distributed,. 2.. 40 shares ... J efferaon Coal & Construction Corporation at $100,.00 In the letter through which election has been made to take in kind,, it was proposed by Harry G. McBride that he take this asset in kind. He died before he signed his acceptance. His Executrix and sole heir is willing to take it in kind. The other legatees agreed that he should take it at that price. That figure is in excess of book value. 3. Helen M •. Day Mortgage .. present balance with interest ac<rued from December 31:3 1969~ This item should be awarded to this heir and instructions given to satisfy mortgage of record. If insufficient funds, charge should be made for difference. 4,. Real estate referred to as Gulf Service Station (All agreed in their Election to Take in Kind to take their undivided interest in this asset,.} 5. $2 2~ 000,.. 00 in U. S,. Treasury Bills due May 14~ 1970 at a cost of Cash "" $ 3.., 805. 11 less loss to be taken From the foregoing will be deducted loss on the sale of 6 shares of TexacoJ: Inc. $ 650,. 00 $ 4., 000'" 00 $ 8,r 083,. 00 $25, 000,. 00 $21,177,.02 $58,910.02 ';:.- (t< If ~amily Exemption claimed by Petition, give place of Record: ... .N.o ___________________________________________ , ______________________________ _ If Family Exemption is claimed at audit, give nGme, relationship an,d basjs for. Claim: ... N.o. ______________________________________ _ .,_ ~ ... List any advancemrnt. or di_stribution on accoun·~ that has been made, and nature and amount of same: None Suggested distribution of balance shown, both •:JS to principal and income, attaching signed and itemized elections to take in kind if balance 'is not in cosh: resio:Lary shares being stated in proportions: Robert c. McBr~de 1 I 7th r Hazel M. Stranahan 1 I 7th Jean M-. Comer ' ··i I 7th. Ruth.,M.-Westwater · 1 I 7th Helen M.; Day 1 I 7th Grace M. Latta 1 I 7th Har:ry G. McBride Estate 1 I 7th \ " ... -l . COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. ' ·-·'· .. .. · The above named Fiduciary or representative thereof, being duly ....... sworn ___________________ doth depose and say that the facts set forth in the foregoing petitio.1 are t'rue to the best oL ..... her. __________________ knowledge c·rd belief. Mary Jane Smith, Notary Public Washington, Wa~hi~gton Ct;unty, Pa. My Commrssron Expires February 28, 1973 / ~ And your petitioner will ever pray, etc. -----r~--- No. _____ fi3_-:_•_68_:-_12.9_9. _____________________________ A.A. .~-, I I Estate of __ IQ!:0.-__ ~!-~.¥-~.!?..~l'PE a/k/ a . ... --· ....... -........ -........................ -- lOLA.M~"LMc.BRIDK·: ____ : ______________________ ~---- , Deceased ) -. ' -.·~ I I .~ Fiduciary.~ ___ J_ean.JVL.;~_c_cune.:r:;_Admi.ni.-:-. J ) __ .s_tr9-.trix...d .. b ... n~~c ... :t.·_a,;, __ . __ . _____________________ __ PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL -:-, • J •• ) •• ) -;-, ' 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 praecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. Proof of service of above. 5. Letters Testamentary or Administration C. T. A or an nttP..c;t r:nry of Wi II. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if ·any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. PEACOCK, KELLER YORE & DAY ---------------------------------------___ , __ ----------------------------Attorney ~2 '. ' .. ' :x ·,, •, u I ' _, ... / j . I, ·-l '· '•. ·. In t4t aLnurt nf aLnmmnu Jlrn.a nf llnB~iugtnu aLnuuty. Jrnu.aylnnuin. ®rp~nu.a • aLnurt 13ittisinu ESTATE OF No. 6)-68-1299 Tole F, McBride ~/k/a In the matter of the First and Final To]s M, McBride Account of_ ...... Iu:e~a'"'n~M:J...,..,..._a.C~o~m~e~r,:,,.----- deceased. AdmiaietPatPix DBNG'PA ADJUDICATION AND DECREE And now June /.£ , 1 r:Jl_D_, this matter came on for hearing, audit and distribution at this session and testimon/token; and thereupon, upon due consideration thereof the balance for distribution in ·the hands of the Accountant is determined to be $ 164 521, Q8 and the account is accordingly confirmed; and it is ordered, adjudged' and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrcm sec. leg. SCHEDULE OF DISTRIBUTION Balance per account ________________ _ Additional debit asked at audit Additional credit asked at audit Balance'--------------------- Deduct Clerk's Costs & Receip'=--------------- AttorneY----I=P:.@@~a~Q:.GO~G~kr.,~lt .. e.,.l .... l.411e~P=.7-..~.Y"'o~bl41e.....o:8c:.....Diolillii~Y;.....---- Washington County, Divisi.on of Personal Property Tax, per corrected praecipe filed, ' J ' Russell Ma.rino, Clerk o.c., costs in certifying reel estate to Recorder, John D. Woodward, Recorder, costs recording certification of real estate 162,996.99 ' o/A-_9/'70() ~I ~tY1~ Jean M. Gomer, Administratrix DBNCTA, reawand for Federal Tax Contingencies. After the tax is fully settled and the accountants liability ceases, any balance of thtis reaward remaining shall follow the decree ·Of distribution herein made as it relates to the distribution of the residue, and the proportionate shares therein an no further formal accounting to the Court shall be necessary, 1200.0 Robert C, McBride, son, 1/7 residue, including 2 Canonsburg Industrial Development Bonds 2% due 1985, held in kind and distributed as such at the anpraised valuet Hazel M. Strana,nan·;. daughter;· 1/7 residue, includ.ing 2 Canonsburg Industrial Development Bonds 211J. due 1985, held in kind and distributed 23112.7 as such at the appraised value, 23112.7 162, 989{qWt t 161,789.49 r _. <. 0 ~ -~ ~ :::J z e; ·S -+ 9 -:r _.. c: (I) ~ (I) :::J 3 0 -+ 0 c --~ (I) -· ., " +-1 0 a t -· - ~ -+ = :r N (I) ~ ~ ~ ~ to:) Jean M. Comer, daughter, l/7 residue, including 2 Canonsburg Industrial Development Bonds 2% due 1985, held in kind and distributed as such at the appraised value, 23112.7~ Ruth M. Westwater, daughter, 1/7 residue, 2 Canonsburg Industrial Development Bonds due 1985, held in kind and distributed as at the appraised value, inclucing 2% such Helen M. Day, daughter, 1/7 residue, including one Canonsburg Industrial Development Bond at 2% due 1985; mortgage of Helen M. Day, present. balance $808).nO with interest accrued from December 31, 1969, mortgage to be satisfied. 23112.1S of. record; held in kind and distributed as such at the ap~raised value (value •s shown),· 23112.1a Grace M. Latta, daughter, 1/7 residue, includinE 2 Canonsburg Industrial Development Bonds 2% due 1985; Furniture appraised at $1101.10; held in kind and distributed as such at the appraisec value, 23112.7~ Harry G. McBride Estate, son, now deceased,, 1/7 residue including 2 Canonsburg Industrial Development Bonds 2% due 1985; 40 shares· Jefferson Coal & Construction Corporation at $4000.00; held in kind and distributed as such at the appraised value, 23112.78 No balance NOTE: Included in the above residue for distri~ution are the following assets, held in kind and distr buted as such at the appraised value, per election filed and n the proportionate shares as set forth in said residue shar~s, credit to be taken by the accountant for funds (items) adva~ced prier to distribu- tion by the Court: Real estate-being Gulf Oil Service Statipn as heieinbelow described 364 shares Columbia Gas System Inc. stoc~ 210 shares Marathon Oil Company stock 399 shares Phillips Petroleum Corp. (aft~r split) 7 shares Radio Corporation of America 154 shares Washington Steel Corp. 14 shares Standard Oil Company of Califo~nia 1106 shares Storer B~oedcasting Company 56 shares Texaco, Inc. (after split) REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF ~ASHINGT<N. COUNTY BY THE CLERK OF' THE ORPHANS ' COURT DI ITISION Iola F. McBride 9./k/a Iole M. McBride, devisor, 11o Robert c. McBride, devisee of an undivided 1/7 interest; to Hazel ~. Stren~han, deyisee of an undivided 1/7 interest; to Jean M. Comer, evisee cf an· undivided 1/7 interest; to Ruth M. Westwater, devisee of an undiviced 1/7 interest; to Helen M. Dey, devisee of an undivided· 1/7 int~rest; tc Grace M. Latta, devisee of an undivided 1/7 interest; to the hei .. s of Ha1ry G. McBride, a deceased devisee of an undivided 1/7 interest-b,as certification is made subject to the powers and duties of his >ersonal representative \ 0 ' ~ -t\ ~· ~ ::J' .z n .... ? 0 ::r i iil' c (1) ::J 3 0 .... 0 0 ..... -t\ • :; (1) .... ., s t ~ 0 -t\ .... = ::r N (1) t4 ~ ~ ~ a ~ r--------------------------------------- •· .,.., ··~. . ,. .. . ' ·and to all proper orders o.f the Court; subject r4al esta1e being all the right, title and interest of the devisor in 1llnd to pe reel of real estate described as, VIZ: Tract of ground situate in North Strabane T~wnship, ~ashington County, Pennsylvania, conveyed by w. A. McBride, deceasec per Executors, to lola F. McBride {same person as decedent here~n) on wtich parcel is erected a filling station containing 25,000 .squt!i.e feet !nd fronting 250 feet on Traffic Route #19· and extending back 150 feet together with approximately 24,520_ square feet." of. coal, one-ha ~f of wh4 ch is to be left in place for support under~Agreement dated ~ecember 3, 1962 between Consolidation Coal Company a~d _decedent, CERTIFIED TO RECORDER: JUNE 29, 197) ..... ,-4 dJ 0 ~ ~ .... ::::s z ~ n .... !' ---0 ::r c: lb 9 i ;-a 3 0 0 0 .... .... .... ~· .... ~ (I) ~ ., 0 t g. .... .... ::r = (I) N ~ ~ s tl!) %:l tl!) tl!) 0 t.? ~ ~·~ =i ~ :·:::;? ~_,__ ... ------. --~~-------------------------- Form RCC-33 / COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS j RESIDENT DECEDENT COUNTY OF ........ W.l.\.$.JHNG.T9.N .................................. . 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 granted by the Secretary • (Section 703 of __ the In}).Elrit!lnce __ an~ .Estate Tax A,ct of 1991.) IN THE MATTER OF THE ·ESTATE OF } lola F. McBride a/k/ a lola M. McBride AFFIDAVIT OF ......... ............ .. ........................ {'st;;t~ .. r;;ii .. ·~;;;~ .. -~~-d~~~~t)............. . . ..... ........ ..... ................. EXECUTOR Late of ........ W.9:.$.b..i.ngt.Q.:O..... . ..... ... . . . .......... .... . .. . ... ................... ............ County Jl» ::.: -~-!::~~:::~~:~~: : :::=~= }"' HARRY G. McBRIDE ··································································· .................... ,,,_,,, ......................................... . . . .......................................... . Eueutor of the estate of the above-named decedent being duly sworn, deposeS and saY:, Decedent died .............. e~.P~.~_:rp}?..~F ...... ?..!..'.. ... ... . ............. , 19 §.~ ....... .J testate .leaving a (Month) (!lay) (Y(,flr) l »Jlt~~ last will, copy of which is hereto attached. } Name and. address of attor~ey or.} r:li~-~~~tBK!~~fr~et..!.?.~.~ .......................... . other authorized representative to whom au correspondence should be Washington, Pennsylvania 15301 mailed. That as such .... E.x.e.c.u.to.r ..................... deponent is familiar with the affairs of said estate and the property con- (l·:x .. r.utor-~ stituting the assets thereof and their fair narket value. That at the time of death there was no :::afe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, ar in decedent's individual name, with right of access by another as agent or deputy, with the exception of the follow :ng :- NAME AND ADDRESS OF BANK OR OTHER INSTITUTIO~ THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Western .Pennsylvama 1'\Jatlonal ..t5am~, Houston Office lola F. Mc.tlride and son Harr_y G M_cB.ride. - That the contents of said safe deposit box or boxes are itemdzed under Schedules 13&E of this return, with the exception of the following, for the reasons hereinafter set forth: That Sc.hedule A attached l'!ereto and made part hereof sets forth full v and in'·detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page or 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 credit in banks of deposit, savings banks, trust companies, or other in'stitutions, whether individually, or in trust for any other person or persons giving also separately the a~crued interest thereon, if any, down to the last inrerest day prior to decedent's death in the~se o~ings banks, ·and to the date of decedent's death in all other cases; all bonds;-postal SE>vings, treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereo~ or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated market value thereof; all bonds and mort.ga!!es held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the fac·e value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable to the estate from life insurance polic:.·es carried by decedent; all annul ty and endowment contracts the proceeds of which were payable upon the ieath of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date o:f' death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. ~-· .. .. , ". . 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 stateme:-tts 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 settin.?; 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 decedent's interest therein must be submitted.· It sh·Juld also set forth in itemized f_orllJ, togeth~_.!Y.ith .th~~f~~r f!!ar~et v!l-~U~·. thereof, any other property owne•:t or bequeathed by the decedent at the time of death. The Schedule C attached hereto and ma~e par"t hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, withln two years of decedent's death, in contemplation of deced~nt's death, or intended to take effect in pos~es~ion '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 -:;o the decedent, the proportio!late share ree.eived ·by .. e.ach ·transfe~ee and all other facts of a pertinent nature regarding said trans·fers. In the case of t.ransfers intended to take effect in possession or ·enj<>yment at or after death, there is also attached t;o the schedule .. ~ .. C.OJlY of the deed, trust agreement or ot~er instrument creating the trust. The~A is also set forth in said schedule a list of all property, real and personal, with its value, wh'H:h passes a:t dec'edent' s death by virtue of the exercise ·by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually·or jointly,-by the wil'l, deed, or other instrument of another, with a copy of the instrument creating such pow~r a'ttache'd. to" th'e ·schedule. -.... • t. .... ... • • That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,_.tbe nature of their res- pective interests, their relationship, if any, to the decedent, together ·with the ages at the time of decedent~~ death of all minors, annul tants 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 C.e.ath, their issue, and the relationship of such issue to the beneficiary. That Schedule E attac!Bd hereto .and made a part hereof sets forth all property, real and per- sonal, owned by the decedent joi~tly with another or other~, including intangible, standing in the name . ,. ··~ ~~~·" .-.~t .. ' ..•.. ~.,..~ .. of the decedent and others, plus the date and place of r.ecora of'instrum~nts effecting the vestiture of real estate and the dat~ of .acqu!l.sition of personalty, plus the name' add·ress and·'·r~-l~tibnship!,. ·.J..f~ any.,. "' .. - That Schedule F attach~d hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and Jn behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicab~e; 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 accru~d charge.able ·for period prior to decedent's death. (except. those allowed under Section 651 of the Inheritance and Estate Tax Act); togethe~ with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and prcoperly registered in the Summary. Subscribed and sworn to before me this ....... 2.Q.t.b. ......... .. . ~:------~~~9-~8 Mary Jane Smitfl, Notary p·ublic Washington, Washington CountJ, Pa. My Commis;lon Expire& FabfUal'J' 2&. 1818 NOTE: Before signing affidavit make sure filled in with details or the wcrd "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 und3r the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "SJmmary" has been properly completed as above-directed. ~. RCC-34 (l-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE <BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT ' : i SCiiEDULE i•A" -iEAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where pr·operty heid as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the .de.cedent· as tenant in common with another or others, should be identified as to quar:tum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo!'lwealth of Pennsylvania should be described by lot and block number, street and street number, together with a general description of the property, with a reference to tb.e record of the conveyance by which the decedent took title; If a farm· state number of a. cres; also statement of mortgage encum~rances upon each parcel at death of decedent. Taxes, assessments, accr.ued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. Tract o(land situate in North Strabane Township~ Washington County, Pennsylvania~ conveyed by W. A. McBride~ de,ceased per executors to this decedent in the name·of lola G. McBride~ on which is erected a Gulf Service Stati.on. 'rogether with approximately 241 420 square feet of coal left in place for support under agreement dated December 3, 1962 between Consolidation Coal Company and decedent. .. ,,, ·» !:ft;J Ci~LL-me, ~.c..J~ :'> .q:,e~.tr-t1 , ~&·per.-~ ~ -~::; ~.<~:t---... 40-- 4 ~ /t 7tptz;, ,4 ~() ~0, (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH . ~~ . . :-:.. Insert this total opposite "real property", Schedule "A" in the X X X X X 11 As Reported" column on the last page of this return. (2) (3) DEPARTMENT VALUATION ESTIMA-ED CAUTION MARKET VALUE (Do not write In this space) --$:as., eee. ee 1 I .I RCC-95 ~, COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ' ' SCHEDULE "n" l)ERSON AL 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, including but not limited to P.O.D. u. S. Savings Bonds and tenta- tive trust accounts, must be listed,· despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . . stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said c~pacity, 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 UNIT ESTIMATED DEPARTMENT VALUATION (Do not write in this space) List and describe fully VALUE MARKET VALUE 1~ 216 shares Marathon Oil Company at 47 43148 2. 7 shares Radio Corporation of America at 47 7/~ 3_. f8 shares Standard Oil Company of California at 65 112 - 4. 367 shares Columbia Gas Syste·m# Inc. at 29 3 I 4 5. 1110 shares Storer Broadcasting Company at 52 17124 6. 30 shares Texaco Inc. at 82 7 I 8 7. 200 shares Phillips Petroleum at 69 7/24 8. 160 shares Washington Steel Corporation at 19 11~ 9. 40 shares Jefferson Coal and Construction Corporation at 10 0 10. Mortgage'HelE:m M. Day ... balance Accrued' interest on same 11. Household furnishings 12. Mellon National Bank and Trust Company, Canonsburg Office, Checki!lg Account 13. Western Pennsylvania National Bank, Houston Office# Checking Account 14. Peoples First National Bank of Miami Shores, Miami Shores, Florida, Checking Account 15. Union National Bank, Crossrqads Office $2,057.18. (the checking account was created in the name of lola F. McBride and Jean M.· Comer Special Account, but was properly· an asset of the estate.) Less outstanding checks $ 499~4~ 16. $1, 400. 00 Canonsburg Industrial Development Bonds 2'% due in 1985 at $50. 00 18. 19. Accrual in hands of trustees under insurance trust agreement created by W. A. McBride, approximately ' ~ Accrual in hands of trustees under trust agree- ment under Will of W. A.· McBride, approximate y I._ "E" Bonds (see schedule attached) Insert this total opposite "Personal Property•, Schedule "B" in the "As Reported" column on the last page of this return. X X $ 10,342.77 oK.· 335.12 v 1, 048. 00 ~ 10# 917 ;25 : it/ 58, 806.25 2,,' 486.· 25 v 13, 858. 33 v 3, 120.-00 / 1, 557. 70~ ..,pi~~~ 700,00 ~~ . ; 14, 318.98 146, 3 78. 98 ' ' ' EXHIBIT "A II The following are United States Savings Bonds Series "E" issued in the name of Wilbur A. McBride or Mrs. lola M. McBride. Wilbur A. McBride predeceased lola M. McBride thereby making them all assets in her estate. Number Date of Issue Value Total Value 1 January 1942 $ 50. 00 .$ 86.50 ~ 2 February 1942 $ 50. 00 $173.00 ~ 1 March 1942. $ 50. 00 $ 86.50 7 1 Aprill942 $ 50. 00 $ 84. 78. v: 2 July 1942 $ 50. 00 $171.44 t/ 2 September 1942 $ 25. 00 $ 85. 72 ~ 1. January 1943 $ 50. 00 $ 84.36 -~ 2 March 1943 $ 50. 00 $168.72 ~ ''\ Aprill943 $ 50. 00 $165.36 v 2 1 July 1943 $ 50. 00 .$82.98 II 2 August 1943 $ 50. 00 $165.96 v 3 September 1943 $100. 00 $497.88 2 October 1943 $100. 00 $325. 44~ 2 November 1943 $100. 00 $325.44 . 2 December 1943 ·$100. on · $326. 64 i;:; 2 January 1944 $100. 00 $32 6. 64 :/':. i 2 January 1944 $ 50. 00 $163.32 ~ . I 3 February 1944 $100:.~ 00 $489. 96:/ I • 1 April 1945 $ 25. 00 $ 38. 74 10 June 1945 $100. 00 $1, 554. 80 t/ 3 August 1945 $100. 00 $466.44 v 5 November 1945 $100. 00 $762.40 v ~ 7 December 1945 $100. 00 $1,078. 8~ 3 March 1944 $100. 00 $489.96 3 Septembe1· 1944 $100. 00 $481.92 ~ 5 April 1944 $100. 00 $800.60 ~ 1 Jurie 1944 $100. 00 $ 80. 32 3 June 1944 $100. 00 $481.92 v 9 July 1944 $100. 00 $1 •. 445. 7v 3 October 1944 ' $100. 00 $472.44 7 November 1944 $100 •. 00 $1,102.36 / 4 January 1:345 $100. 00 $632.00::/ 4 Aprill945 $100. 00 $619. 84 Total $ 14,318.98 RCC-30 . COM!IlON~\'EALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "C" TR.A.~'lSFERS (1) Did decedent, within two years of death, make .:my transfer of any material part of his estate, without receiving a valuable and 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 spouse) in joint ownershi:_:>? (Answer yes or no) _n&..a.a.__ __ (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer --------- (b) State of decedent's health at time of m·aking the transfer. (Note 1). (c) Cause of decedent's death. (Note 11. (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) no (a) Was there any possibility that the property transferred might return to tra~sferer or his estate or be subject to his power of disposition? (Answer yes or no) _______ _ (b) What was the transferee's age at time of decedent's death? (5) Did decedent in his lifetime make any transfer without receiving a val_u_a_b_l_e-an-d-adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) nO (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) no (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others ______________________________________________ ~--------------------~~--------- (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise 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 to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) nO (9) If the answer to (8) above is in the affirmative; was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) . NOTE 1: . The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION lseginning with the year 1957 or 1958 the decedent lrnade a Christmas present to each one of her sever ~hildren either in cash, "E" Bonds, or common MARI\.ET VALUE (Estimated) stock of Standard Oil of California, Storer Broadcc: sting Company, RCA, Olin Mathieson Company and rrexaco. These Christmas present:; were in varyir g amounts and of varying values but never less than $1~ 000. 00 per child and never more than $3, 000. OC in !market value of stocks per child. The last of said gifts were made in the year 1966. In the ·year ~96 7 her condition of health was such that she was advised that such a gift should not be made. Insert this total opposite "Transfers", Schedule "C" in the "As Reported" colunm on the last page of this return. DEPT. VALUATION (Dept. Only) h RC,C-,31 o( 12-6 3) ~ COI\t.l\fONWEAL TH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES. AND ADDRESSES State f~ll names and a~dresses of all who ave an interest, vested, contingent or other wise, in estate) Robert McBride Harrv G. McBride Mrs. Ruth M. Westwater Mrs. Helen M. Day Mrs. Hazel M. Stranahan Mrs. Jean M. Comer Mrs. Grace M. Latta •.' SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or . DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are invol11ed, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH son yes l/7th son yes l/7th .daughter yes -l/7th daughter yes l/7th daughter yes l/7th daughter yes l/7th daughter yes l/7th l - Deponent fUrther says that all the above-named benef1c~aries are living at this time except below: NAME DATE OF DEATH RESIDENCE · Will Administration ( No ........ . Year ........... . P.ol' THE :\lATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of ... County of Commonwealth of Pennsylvania REPORT AND APPRAISAL ~= (Executor·Administrator must complete "As Reported" column #1.) C"') ..., '"0 ~ .... .... ro ro 0 "' .... e. V> ::l V> V> "' 0 ...... ::l '"0 ~ ro e. .... .... ~ V> 0 '"0 '0 "' (1) cr .... .... Cf 0 ~ '0 ~-_,,-~ ('!) .... I I V> ..... '<: I I I ( l ( I . ·~ :' ( .,._ ..... "' .... ro :c :r w ?" C"5 : - ~ -(,19 ~ ~ I ( ~ ~ ~ ~ .. , .. :~ k~:· 'I>.: . 'lJ ... ·~:~i ~: .. ~~r ( '". ·~: en c: ~ ~ > ~ -->< en en 0 0 ?" ?"' IJj ~ ·:: -........ ~ ~ -> "' ~-ro,_. "g-... -(1: c.. ~ ~ \. . -~:'\: > . ;r. : :\~ tJ ~:~(1:- : \'-.:1-··~ :f. . (1: :"\1:~ 3'-' :~: 0 :;· :~: 0 r. '"' : -c.. :~:~- •.•• _,... • c .. ., II -~· II . r;., II " ·' ~ ~- ..... RCC-81 (2-64) CO~MONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU 01: COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E RKP'KR TO :37-152-3 NOTICE OF FILING OF APPRAISEMENT HARRl G. McBRIDE (Executc·r ~ In Re: Estate of ___ __,:!I~O~LA~F-=·~M~cB~RI=D=E....:!a/~k~/=a ___ _ _____ W~A:.:::S~HIN}~·:.::· :::..:T~O=N-..,.---County -File No. 6)-68-1299 Dear Mr. McBride: You are hereby notifie:J that the ori~inal appraisement in the estate of lola F. McBri:e a/k/a has been filed in the office of the Register of Wills qf Washington County on Februatr 27 , 19~. Said appraisement reflects·the following valuations: Real Estate __ ~--------~~4~0~,~00~0~.0~0~ Personal Property ________ ~l4~6~,~3~7~8~·~9~8~ Transfers------------------~-------- Total ____________ ~-----lw8~6~,~3~7~8~.9~8~ As to such tax that is paid within three months.from date of death, a five (5%) percent discount is allowable. As to any tax thai remains unpaid after one year from date of death, interest at the·ra1e of six (6%) percent per annum is ~barged. Any party in interest w::1o is aggrieved by an appraisement may appeal therefrom as provided by l~w. Date ______ F~e~b~r~~~~2~7w'~l~9~69~--- DATE OF DEATH: SeptEmber 21, 1968 Note: This is not a bill. McBRIDE, lOLA F., a/k/a McBRIDE, lOLA M. .t "lCC•SO (tl-1)7) FILE# 63-68-1299 September 21; 1968 ' ·"O.-IMONWEAL. TH OF PENNSYL.VANIA . . .. . TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY FILE # 63-68-1299 ftEPOHT OF INHERITANCE TAX APPRAISER I! th~ undersigned # 63 Washington duly appointed Inheritance Tax Appraiser in and for the County of , Pennsylvania, do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column t~ ~he right in Schedules "A", "B", "C" and "E". the real and personal opposite each item in Dated: 02-27-69 09-21-68 HEPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for----------- County, Pennsylvania, do r~spectfully report that I have allowed deductions in the amounts claimed b;y deponent, except as to those items where a greater o-r 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: INVENTORY Real Property (Rchedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LERR Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ESTATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax on $ f'l% Tax on $ ~10% Tax on ~ l JQ;JQt . ' Tax .on $ , __ l!'l% Exemptions :=(':') Total Estate TOTAL TAX Less tax previously paid BALANCE Less f5% of tax if paid within 3 months after death JALANCE OF INHERITANCE TAX DUE Add.interest at rate of H% from -----------to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6% from to FOR USE OF REGISTER ONLY REGISTER OF WILLS 171,378. 9,8_ =====:::::·-======-~======== $ __ _ ~ ------ COMF'UTATION OF TAX $ !t $ $ $ ____ _ tl> ·~======·--$ ------ *====== := *------$ ------- TOTAL TAX BALANCE PAID ADJUSTMENTS (':') As evidenced by Chari table Exemption Certificates issued by the Secretary o:t; Revenue. ~---------------- $ ______ _ $ ______ _ $ ______ _ $ ______ _ $ NOTE: Where subsel)uent adjustments are made to the above computation of tax by the Itegister 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 .. -~()~ .. :F. .• .. ~~~:J:D.:E. .. a./l~/t~ ................... . Deceased Late of ........... ~ • STRABANE TWP • ...................................................... County of ..................... ~J\.~lp:N.cr'l'()~--............... . Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ ~ .. _.,. I , Form. RCC-2 .. . . . COMMONWg.A:L'i'H OF PENNSYLVANIA DATE .............. F.~P.f.~.I.7.: ..... ?..7J. ...... !.9.~.9. ........... . .. DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 12 7 'RESIDENT INHERITANCE TAX COUNTY ................... W.~.I?..l.l.~.P.8.~.~P.: ............................ .. APPRAISEMENT FILE NO. .. ...................... ~)::~.?.:.+..?.?..? ....................... .. Whereas, .............................. ~.9.~ ... ¥..!! .... :M.;~.~!.:~.~~ .... ~/~/.~ ............................................. late of ....................................... ~.~ .... ~~.~~.~~ ..... ~~ ............... . in the County of ................................. ~~.~~.~~.~~ .................................................................... Commonl,\o"ealth of Pennsylvania, having died on the ................................... ?l. .... ~~ ........................................... day of .................... §.~~.~~:t:>.~r. ......................... 19 .. ~?. ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ....................................... W..,.R., ..... Q.b.@~Y. ........................................................ , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Oeser! ptl on of Auet Values Made for Inheritance Tax Purpo1e1 $ REALTY: Tract of land situate in N. Strabane Twp., Washington "om1ty, Pa., conveyed by W.A. McBride; deceased per executorst to thia decedent in the name of lola G McBride, on which is erected a Gulf service Station. Together with approximately 24.420 square feet of coal left in place for support un:ier agreement dated December 3, 1962 between Cos Consolidation Coal Company and decedent. 40,000.00 40,00C 00 PERSONALTY: See attached inventory for list of personal. property 146,378.98 l46,37E 98 . Total 186,37~ 98 form\!;v~%b1:~ ::%i:w~~,L'~I~~: ~.~ o~er~~~i:~~=~~~l~~~ Appra1ser ~ ............. 4 .... ~ .. -....... ~ ... ~·~~~~.·~=~·.~~~~e~t~)~~~~ .. ~-... ·.~~~ ...... ~~-·:.:·:·.·.: ....... ;~~~~·: (Post Oflletl I I I I I I I . ; .:·:- WA..~l:l.:I:NG'r9.:fL ............................... :"county RESIDENT INHERITANCE TAX APPRAISEMENT Estate of _;.,;~ • .. ~ .. ~<?~ .... ~-~ ..... l:1.c:.~~P.~ .... ~/lf../a.. .................. . Deceased. Late of N. STRABANE TWP. Date of Death, ........... ~-~.Pt..~mP.~.:r. .... ?.l.~ .... l.99.~l. ...... . Appraisemel!t Docket Vol., ................ 3.7 ............... ::.:··········· Page, .... l.S..?.:::-3 ........................... No ..... 63~6..~1?..9.9 ........ . Filed in Register's Office, -~~-~~~~----~7.~9 ... §.?.. Amount of tax due, $ ................................................... : ............... . DEPARTMENT OF REVENUE ·Received, Exa.mined and Approved, Wrote abo.rtt Appra-isement, Appeal j1'om Appraisement, .. Entered and charged, · ... ""::, \ .)_ ~ :-. ··:··· ,_ -:+,. :~:~: 'V'd ··oo NOJ.~NIHSV'IA S lll f;\ _:l 0 l.LJ 1 S I :J 3 H ON!tf1H lTJ::>sntJ n '0 I. i i I r i • W'i'"l n J .. tP q • I... t.: l I i:ll t •• '-rl .. : '.~~·'it ---o:~ -l . ! ~' , ) _J 'l ·' .... , ~'ll!o ~j. ~ :1 .. ". '~. ·":· ". • I -~ .. ~. ::).·. ·.· .. '· ~p .· .. ·, . .," I ' Form R!>C·lO DEDUCTIONS ALLOWED IN / OFFICE OF THE REGISTER OF WILLS STATEMENT OF DEBTS AND DEDUCTIONS Jo ~'t; I' t/ THE SUM OF . . . . . . . . . . . . $ ....................................... ./. ........ . OF WASHINGTON fo-1 f' ~ 1 () COUNTY AND AGENT OF THE COMMONWiiALTH i-3. ~~~~~~~~~-------~ATE oF __ ~N~o~r~t~h~S~tr~ab~a~n~e~T~o~w~n~s~h~l~·P~--------- DATE oF· FILING APPRAISEMENTDecember 23, 1968 DAT!i OF DEATH September 21, 1968 DATI! NO. OF NAMii OF PAYEE REMARKS AMOUNT 1 9 Oct Oct Oct. Dec Dec 1 9 April April Julv Julv JulY VOUCHCII 6 8 4 Russell Marino Register Letters and Short Certificates 13 50 11 Russell Marino Register 2 Short Certificates 2 00 31 Washington County Reports Advertising Letters 14 00 Notes Publishing & Printing Comnany Advertising Letters 12 50 2 Russell Marino Re_2iste:r Certification of Recordto Ftorirl::~ 10 _ill} 23 Russell Marino. Register Filing Inventory & Appraisement ?.4. ()() lanrl h-;lanf'.P: on~T .~tt~Y'~ 6 9 Russell Marino Register Filing Appeal 5 00 10 Russell Marino, Register 1 Short Certificateo 1 00 10 Russell Marino, Register Balance on Inventory & Letters 23 00 18 Russ ell Marino Re!!ister Letters D B N. C T. A 2!=l !')() 22 Russell Marino Register 3 Short Certificates 3 00 29 The Mcilvaine Agency Administratrix Bond 160 00 On account of Executor's Harr__y_ G. McBride Commission 4 000 00 Helen s. McBride, ..t,;xecutrlx ol +he Estate of Harrv G. McBride. Balance -Accountant's Executor, and Jean M. Comer, Administratrix d b .. n. c. t. a. Commission 6 088 27 Russell Marino. Register 8 Short Certificates 8 00 Robert C McBride Ancillary Executor 1 1"\f\ f\ f\f\ Marv Jane Smith Affidavits 13 50 Peacock, Keller & Yohe Accountant's Attorney 10~ 376 10 Russell Marino__._ Reg_iste::-Filing Account 17 00 Oak Snrin!! Cemeterv Co:noanv Di!!!!in!! !!rave !=lO 00 Genter Pharmacy Account 42 4!=} Dr. s. w_._ Rubin Medical Seryices 200 DO Ethel D · Hu!!hes Services 4.R ()() Dr. Robert L.._ Isham Medical Services HO ()() (Continued on next oae:e) Balance carried forward 22~ 260 86 COMMONWEALTH OF PENNSYLVANIA } couNTY oF WASHINGTON sa= McBride., a/k.:a lola M. McBride, '· Ralph W. Peacock, Attorney for 1he Estate of lola F. I HEREsv cERTIFY. THAT. To THE suT oF ~y KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST '-ND TRUE SfATEMENT OF DEBTS, FU~AB EX~fjNSEB AND EXPENSES 01" ADMINISTRATION aueMITTED To THE ESTATE oF lola F McBride a M I c DiJ e . As Decucr1oNs f'OR INHERITANCE TAX PURPOSES. Mary Jane Smith, Notary Public Washington, Washington County, Pa. My Commission Expires February 23, 1973 )4; ~ ,u - I I I , • 1 9 6 8 Oct. 4 July 28 July 28 1 9 6 9 Oct. 10 STATEMENT OF DEBTS AND DEDUCTIONS (Cont'd.) Balance brought forward $ Dr. R. C. Bartlett Medical Services Randle ... Eastern Ambq.laCJ.ce Service Account ' . Speakman Funeral Home Funeral Bill Kurtz Monument Company Marker Southern. Bell Telephone Co. Account ' Internal Revenue Service Social Security for house• hold help REK Express Account 0. J. Powell Account WPNB Account Jean Comer Account ' Mrs. E. Crouch '" Account Mrs. E. Crouch Salary Internal Reve~ue Service Income Tax . Internal Revenue Service Income Tax H. B~ Paxton Agency Insurance Charles Metz Driveway E. Crouch Labor Internal Revenue Service: Income Tax Return North Shore Hospital R~fur;td Joseph A. Kerh1 Tax Collector Malcolm L. Morgan County Tax Joseph A. Kern Road Tax Joseph A. Kern School Tax E. B. Leatherman~ Cler:;c of Circuit Court 1968 Taxes TOTAL $ -2- 221 260. 86 40.00 18.00 51 100. 00 110. 00 46.40 27.72 30.85 50.00 12. 50 150.00 81. 40 275.00 94.17 79. 71 192. 00 11 500. 00 370.00 338.59 40.00 273.60 917.47 51. 30 342.00 l.-.-a-28:_;48' 321 410. 05 1Jn tbr ®rp~nns' <!:nurt nf llns~ingtnn <tlnunty IN THE MATTER OF THE AUDIT OF ACCOUNT lola M. McBride In re Estate of ..... -~~-~~-~~~-'----~~-~~---~/.~/.~---·----------------No.J~.e.~l~9.CJ .. , ... l~t .. Jttr .... Term, 19.7.0 ....... , M --~~~~---~-~---~~~~-:.!. ... ~-~~~---------------------------·----------------------------!~~-~~-~~-•---~~~-~~!--~--~-~~-~~---M!.~I-~--- ' At6tdudt Date of death .... ~-~P-~JL.~l_,. ___ l9.6.8 .. Date of filing Inventory Appraisement .... ~.P.r.1l .. 23,. .. ~9.69 ..................... . ~ TO THE AUDITING JUDGE: Enter my appearance for Personal Property Tax Due Washington County, viz: .. ITEM Valuation ~ 1910 18 sh St1 Oil of Cali!ornia ® Slt 12.2 920.2,2 361 sh Columbia .. Gas @ 26.00 9542.00 1110 ah Storer Broadcasting Co. @ 29.625 32883.75 1969 omitted 18 sh St. Oil of Calif. @ 72.125' 1298.25 omitted 1110 sh Storer Broadcasting @ 60.62,2 P7293e75 367 sh Columbia Gas @ 30.25 ~1101.75 1968 omitted 18 sh St. Oil of Calif ® 6a,tS5 lll29.Sfl omitted 1110 sh Storer Broadcasting @ 47.375 ~2,586.25 1967 omitted 18 sh St. Oil of Calif @ 60.125 I 1082.25 omitted 1110 sh StorereBroadcasti.ng @ 40.75 45232.50 1966 omitted 18 sh St. Oil of Calif @ 79.875 1437.75 "Omitted 1110 sh (2-1 sp) Storer Broadcasting @ 42.50 47175.00 1965 -omitted 18 sh St. Oil of Calif @ 73.375 1320.75 omitted 555 sh Storer Broadcasttng @ 49.25 27333.75 I # () vo I \I Year Inventory Assessment Valuation 12% Assessment Tax at 10% Collection 6% I 1terest Total Claim Appraisement Returned Penalty 4 Mills Penalty 19 19 19 19 19 19 ~ disc 10 43345 None 43345 ··~--173.38 ---8.67 164.71 Yes-9S65 69 79695_ arb asse :1 89260 357.04 35.70 8.95 401.69 68 53715 Yes 60160 6445 240.64 24.06 20.40 285.10 67 46315 Yes 51870 5555 207.48 20. 7_5_ 30.16 2S_8.J9 66 48615 Yes 54450 5835 217.80 21.78 44.69 284.27 65 28655 Yes 32095 ~0 128.38 12.84 33.92 175.14 TOTAL CLAIM 1569.30 The foregoing is a statement of all item:; taxable as they appear in the Inventory Appraisement, Affi- davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate. 4th March 70 ------------·-----------day of ____________________________________ 19 ___ -------A. V. CAPANO, Solicitor / ·- " .. ~,: ~ -:;:---- Pea~ock, Keller & Yohe No ... ~B-1299 ............... , 1st qtferm 19 ... !.? ..... , AA ••••••··· I ·In re Audit of Account in Estate of McBRIDE, IOLA AUDIT Jrarripr for l\ppraranrr FOR WASHINGTON COUNTY PERSONAL PROPERTY TAX ..... 9 .- A. V. CAPANO, Solicitor .. F f 1· .. E __ o-- J--!) 9 7 0 JUH I R P 1·1 lf-0 g· RUSSELL b;l/-Jt1NO REGISTER OF WILLS WASHING-TON CO., PA. • . ~ -. RCC-49 (8-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION HARRISBURG, 17127 PENNSYLVANIA ESTATE TAX DETERMINATION /$T Estate of: T.oL Cl f. J1Je: B R 1d e._ Date of Death Cj ~d.. I · GK County tOCi$/d I h_q· ro h T>octrer .J7 -tSl. 3 Bureau File No. b3 -~2 · U. q9 1. Taxable estate per U. S. Estate Tax Return, Form #706 2. Taxable estate per final change in Federal Ret•Jrn dated 3. Amount of credit for State death taxes. As shown on return form or final change notice($ As verified by computation 4. Penna. Inheritance Tax due and/ or paid $ 5. Normal Inheritance taxes paid to other States 6. Total Inheritance tax credits (4 + 5) 7. Total liability for Penna. Estate Tax (3-6) 8. Less: Previous payments on a/ c of Penna. Estate Tax 3L/l.of ) 8CJ3 Iv-v 11 dIll<' Date Qcl J. 'l 19_1:..._1 __ R4<.~cr ~· b<:>c\1~e... f./ete..J~J. dotu'Y\ $ --l;J-8 ....J-) ~. Jo..J.G.<....:::O..!...!. /.....!<:ll~.--.. $ ______ _ J>o3l.a-v Date of payment Amount of Tax paid Amount of Interest paid $. _____ _ $ ______ _ 9. Balance of Penna. Estate Tax due (7 -8) 10. Interest due from _____ to _____ @ 6% per annum 11. Balance of Penna. Estate Tax and interest due as of ---------$ 71611 (_ ========== Prepared by Reviewed and approved by------------------------------ (NAME) (TITLE) (DATE) Form RCC-4-Rl-3-66 rJr==· ,,.., ~ s COMMONWEALTH OF PENNSYLVANIA J RESIDENT DECEDENTS No. 97917 4 OFFICIAL RECEIPT Transfer Inheritance and Estate Tax File No G3-f18-l29~ Date :Jec e!.:.ber lG, 19~ , ~\ .... ~.I!1 ....... ot· Office REGISTER OF WILLS, .. ,. ..Ju u~..> 1 " Pa. ,.,, ·-··,~·1·'·· lla.rry C .,,..'lr"do \<A.l .... l • .l •• v v .. \ County, ss: Received from ___ .. ·_-.---!~-·--··-~_ .. __ l. _________________ _ (E t ,.,.i-"""·'t·-;,-.-..-~::..:: ,_.i'"'l' ,.\ .. i: "'). f h tat ICl.\ r.. ~!c'1:-tiD: xecu or~JJW.n:nru ... rmo.H-br~uar"-Han .. o t e es e O•L------------------------------------- who died f'cp'\:c.Jl!Jor 21 19 68, the sum of hiG~!l' !~•CU~AiiD Tliln1Y-CLV~"'J and no/100 - -Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Real Estate Date Valuation $; _____ _ $: _____ _ Totc;d Personal Property Date Valuation $. ______ _ $. ______ _ Total Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of life Estates or Annuities $·-----~ $, _____ _ $. $. ______ _ T,..!rn•· $. ................. ~LBTl3 Date 19__ $•------- --------19__ ~$=================== Estate Tax Assessments Date 19__ $~-------- -"---------19__ ~$ ================== NOTE: In accepting the transfer inheritance tax on future estates prior to the death of the life tenant or tenant for years, as evidenced by this receipt, it is understood that the Com-monwealth shall not be precluded or prevented from herealter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever. lJOOO [p)[LO ©£ 1J[E 37-152-3 NOTE: This TripUcc:rte Receipt to be retained by the Register of Willa and filed in numericcrl Hquence for crudit purposes. Computation of Tax Tax on$ 5% $ 10% $ Tax on$ On llceoun ·~ 6~ rio'$ Tax on$ 0,460.00 Tax on$ 15% $ Exemptions * $ Total Estate $ Total Tax $ ----------- Less Tax Previously Paid (if any) $======== Balance $ ------------ Less five per centum of tax if paid 423 • 00 within 3 months after date of death $ ============ Amount of Estate Tax Assessed under the Act of May 7, 1927. Add interest at the rate o 'Yo hom ___________________________ ___ to ---------------------------------- Total $ ________________ _ $ ==::==:====== $ 8,037 .oo * As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28, 1956, P. L. 1757, effective June 1, 1957, as amended by Act No. 381, approved July 11, 1957, and Act No. 207, 1961, Section 302. SEAL) I / . / _.--/ t ~I, • / / /,.,;-:; "'· ... 1. / , > • ~ "' ' Register 6f'Wi!fs IIOORE BUSINESS FORMS, INC., ELMIRA, N.Y. FORM RCC-4-Rl TRANSFER INHERITANCE and/or ES-TATE TAX. RESIDENT DECEDENTS. RECEIPT DocketL _.:3!!:._~~~ _.~Page 152. Ike: _ __,3~- IOLA F.. MeBRim~ Estate oLf __:__ ___________ _ OFFICE OF REGISTER OF WILLS WASHINGTON ________________ Pa. Date lie-eember 16 19----.!!_8 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' Register of Wills 1201 (g), Act of April 9, 1929, P. L. 343, as amended, viz:-"To receive from Registers of Wills ell duplicate re- ceipts for taxes paid to them by execubrs or adminis- trators and to charge the Registers recei~ing the money 'with the amount receipted for. The origin:~! of each such receipt shall be signed and sealed by the Register of Wills and transmitted to the executor oc administrator. whereupon it shall be a proper voucher ia the settlement of the estate. In no event shall the execL tor or adminis-trator be entitled to a credit in his cccount by the Register unless the receipt is so signed and sealed by the Register of Wills." Fill in below name and address of person to whom lax receipt is delivered: I ., To A'fTVS Pl~:I\~Oc:t{, KEJJ •. ER & IOliR 70 EAST BEAU STREE'l' L HASHIT\GTON, PENNSYLVANIA 15301 _j