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Home My WebLink AboutOC1968-1317 - ESTATE OF SHIELDSj a!nmmnnwralt4 of Jrnnsyluania~ t llas4ingtnn Q!nunty. j ss. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 29th day of SEPTEMBER A. D. 1967 , before me, JOSEPHINE M. DOUGLAS , Register for· the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in !!he Common wealth of Pennsylvania, the last Will and Testament of ISA E. SHIELDS, aka !SA SHIELDS, aka MRS. ISA E. SHIELDS, late of. City of washington, in the County aforesaid, deceased, (a tr~e copy whereof IS to these presents c..nnexed), was duly admitted to probate; a:J.d DIXIE BAUMGARDNER the Executor in said Will and Testament named, having appeared. before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Josephine M. Douglas , Register as aforesaid·, do grant these LETTERS TESTAMENTARY, unto the said D I X IE 'BAUMGARDNER committing unto her the administration of all and singula:-the goods and chattels, rights and. credits, which were o: said deceased, and requiring h e r to exhibit a true and perfect inventory 1t..1.ereof into the Register's Offi·ce, at W a!slhington, within ninety days from the date hereof, and to render a just arid true account of said administration at the expiration . of six months from the date hereof, and to regard and comply with the provisio:1s of, the laws of this Commonwealth relating to inheritance tax:es. IN TESTIMONY WHEREOF, I have here1,.1nto set my h<:.nd and the seal of said Office at Washington, this 29th " day of S E P T E -M B E -R, · · -.in the .year of our l:,.ord one thousand nine hundred and sixty-seven 0 C\! •• a C'\J Ocn -.,.-l -:--J L!...l -·-Q: a::-.. ·::c- '-";"-1.1... -J -a 1., ~0:: --~\! Cj~ ' ~ ;;;~ ' (.) ·--:::> '-=' I• J L:L!J !....! a:: ("") t'') .::I 0 "'' ~ ... ( (\J -t ',j 0:::· .J f•l "'-C\l -I i. -0 lJ.J a ~ c.n ,_, ----=-- (/)' 5;?-J. ---J 0.:=:;: •c"l; .,.to_ ~a -'c:: -'w LJ.Jf-'. (f) (f) (f)_ :::J(~ c::w a:: ' - i i i ! I I .. --. -... ·-.., --. .1", -------··- I, ISA E. SHIELDS, of tb.e City of Washington, Washington County Pennsylvania, being of sound and disposing mind and memory, do make, publish and _declare this to b•:l my Last Will and Testament, hereby revoking all Wills by me heretofore made: FIRST: I direct that all my just debts and funeral expenses be paid as soon as convenient after my death. . SECOND: I give and beq~eath to my granddaughter, Deanna Rae Anderson, my Baby Grand Piano. THIRD: All the rest and residue· of my estate, real, personal or mixed, and wherever situate, I give, devise and bequeath-to my daughter, Sylvia Shields Booher, and Dixie BaU111£?ardner, share and share alike. · AND LASTLY, I hereby nominate, constitute and appoint Dixie Baumgardner, whom I raised but never adopted, Executrix of this my Last Will and Testament. IN WITNESS "WHEREOF, I :1.ave hereunto set my hend and seal this ;? 9 ~day of September, A. D. 1961. ; \ ' Signed, sealed, publish~d .and declared by the above named Testa trix as and for her Last Will and Testament, in the presence of us, who, at ~er request, and in her presence and 1n the presence of each other, have hereunto subscribed our names as witnesses thereto. . . -···7 . ~jJ~ Oal-Cttl1 J. _4 ~ • ·-;: COPY OF INVENTORY Notuy Public DiXie Baumgar~ ·. 8 ·~ -Isa B. Shields lsa s. Shields .. August 68 My eom.axpa ·Mu.a6,.1971 -Notary Mlt.c WasbinotODt Wuh. County 1 Pe~ • .Jnurntnrg attb .i\ppratsrmrut .of .the goods and chattels, rights and credits which were · lea a. Shields City ot Washington of -··~ ...................... ~ .... ~ ........................................................................................................ late of ................................................................................................................................... . Washington County, Pa., taken and made in conformity with the abuve affidavit. DOLLARS CENTS Personalty Olectdng account No. 83-4-828091~ iD Pittsburgh National Bank, WashtngtOD, Pa. 664.11 Savings Account No.22181-iD Pittsbm:gh National.Bank,. wa:ablngton, Panna. 826.91 cash em hand lS.oo 1048 Ambassador Automobile (jUDk) 10.00 Household goods (see attached itemization) 309.50 total~------------------$1,825,58 Realty Lot Number 4 iD Block C, Shil'lS Grove Addition (SO X 150 teet) in 8tb t1ud, Washington County, Wash. Pa., . . w.t. tb ~rame house thereon known as 450 Payette St. See Deed Book 489, page 574. Appraised at exact tiguze aold for-----------------------------------~.soo.oo Total Aaaeta Pel'8onalty $1;825.58 Realty . 4,soo.oo· Total assets----------$6,325.58 Household Goods 8 pc. dining set Davenport ''· Dining ROOII King ot·Heat-coal heater C:roa1ey r. v. small 2 small flower pedeatals a small rugs @.so . 2 metal flower stands @.SO r. v. Lamp Kitchen universal. (Marlboro) gas range . SJ~ali dropleat table · breakfast .table cart a. B. Ntxer utility eabiuet Ke1vinator refrigerator cooldng utens.ila dishes paper basket NarV Dunbar mixer Bveryday silverware Iron board , hamper curtain stretcher papering board gu heating Odd chair Cellar aiasce 11atteou9 i teils china closet (oval glaae) Maytag washer tub rack and tub8 boiler bot plate a11t1ll tools Glider rocker 6 ft. stepladder Porch . . · .Garap a lletal chairs m. 00 chest drawers amall tools ladders cCJIRD()de chair high chair . pore~ sWing · f1otrer stand hUlper alla.ll chest gas beating. stove · Bathi'Ool:l Bedrooa No. 1 . Singer sewing machine· 5 pc·. blond bedrooa aui'k drener 9 x 12 linolema odd chair a ama11 rugs @.so Iron bad dresser Cbi.fterobe carpet paper can Bedroom No. 2 Isa B, Shields Bst1 15.00 7.50 10.00 1.50 • .so 1.00 1.00 .so s.oo 1.00 1.00 1.50 2.50 2.50 15.00 5.00 1.so .so 2.50 1.50 .so .so .so .:so .so .so 1.00 io.oo 20.00 3.00 1.00 1.00 s.oo s.oo 1.00 1.00 2.00 s.oo 3.00 2.00 .so .so a.oo .so .so .so .so a.so ss.oo s.oo 1.00 .so 1.00 1.00 a.so s.oo 1.00 .so Household goods-eont'd metal wardrobe' stOol: royal awee~r . Xron be4 4 small rugs Q:so 9 x'12 Unoleum a .. maot.le piaee. 3 mll rugs @.SO . 9 )C. 12 ~g and pad 9 x i2 ruo gas bcut.ting stove magazine rack ... ~· .. 2 t~c)or lamps @t.oo . 2 pc. living r0011 auite Bedroom No. 3 11 ving rocma chair · -· Rauworth .. Bab, Grand Piano bQnch .. I~& a, Shielda Batate 7.50 .so s.oo 1.00 2.00 1.00 1.00 1.50 a.oo 1.00 1.00 1.00 2.00 10.00 2.50 so.oo 3.00 total household goods·····-------$309,50 ! . I • STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being d.Jiy sworn according to law, deposeS and sayS that the above account as stated is true and correct as ____________ s.he _______________________ verily believe. ~/_if Sworn and subscribed before me this ___ ./t: _____________ _ My Warshington County, ss: ~r- ~i ~ '\ ~ K '-i :i l 0 z ... Penna.; j(} . t:~~---_Jf 11 --t-----~-~--:y-~---------. . I do certify that I have gi..,en legal notice 'to all persons concerned of the filing of the ·.vithin account in the manner prescribed by Statute and Rule of Court, as evidenced by proofs thereof filed to No ___ /_(1{~--!J--/f.{R_!:_ ___ _ Witness my hand and official •seal this __ ~._§ ________________ _ L(~ . ~r dayaf ________ :_:_:~:;;;~ ' .. • ,_..,. qr~l I I''' !' "~ 1 f,'t .... ·•,, I. ' -;- () /<. '· J-i Register of Wills ·! 0 io ~ : Q-.4 ; 0 ;~ : .... :Q) !6 !~ . ! ~ !1'>:1 ,., : ~ ;ol : ""' :(]) :..., :rn ; 'b'n !Q) -~ \:',·~-\• .- t' ~ ~ .. '" ... " f , I, (. \ f. r~ '. I ~ t . ' I ,·. l·..- '' /' The Court is respecffu lly requested to determine proper distributio~i:'ai. g~ Counsel for Accountant J The First and Final Account of Dixie Baumgardner, Executrix of the i Estate of Isa E. Shields, a/k/a, Isa Shields, a/k/a, Mrs. Isa E. Shields, deceased, late of the City of Washington, Washington County, Pennsylvaria. 1968 Aug. 13 June 5 Sept. 10 Oct. The Accountant is charged as follows: Principal-Personalty To amount of Inventory and Appraisement filed To refund received from Columbia Gas of Penna. To refund received on cancellation of fire insurance To refund received from Bell Telephone Co. of Penna. $1,825.58 5.00 .81 To gain on sale of household goods 124.90 1967 Oct. 1967 Total----------------------$1,963.43 1 Income-Personalty Interest on Savings Account-Pittsburgh National Bank Principal-Realty To appraised value of Lot 4, Block c., Shirls Grove Addition, 8th Ward, Wash. Pa., with frame house thereon known as 450 Fayette Street-Deed Book 489, page 574. Valued at exact price sold for---- Income-Realty To rent received-death to Dec. 11 1967 Total Assets Principal-Personalty 1,963.43 Income-P~rsonalty Principal~Realty Income-Realty Total assets--~---~----- Total credits claimed------------ Balance due------------- Less advance Distribution------- Final Balance Due------- 4,500.00 75.00 $6,554.95 2,930.08 $3,624.87 50.00 $3,574.87 $ 16.52 $4,500.00 $ 75.00 Nc.of Date Votbher Pavee Remarks Amoun'" 1967 Sept, 28 1 Sept. 28 2 Sept. 28 3 Sept, 28 4 Oct. 3 5 Oct. 6 6 Oct, 16 7 Oct. 16 8 Oct. 16 9 Oct. 16 10 Nov. 2 11 Nov. 10 12 Nov. 30 13 1968 Mar. 5 14 Mar. 5 15 Mar, 5 16 Mar. 5 17 Mar, 5 18 Mar, 5 19 Apr. 6 20 May 9 21 July 10 22 July 10 23 Aug. 9 Aug. 13 Aug, 13 Aug, 13 Aug, 13 J, M, Douglas, Reg. Bell Telephone Co. Col. Gas of Penna. West Penn Power Co. Wash. Co, Reports , Piatt Funeral Home Citizens Water Co. Wash.-E.Wash.J,Auth. Col. Gas of Penna, West Penn Power co. Observer Publ, Co. West Penn Power Co. J. M. Douglas, Agent Col. Gas of Penna. Citizens Water Co. West Penn Power Co. Obser. Publ. Co, Harry Cook, City Treas. Anderson & Pollock Kurtz Monument Co. M,Morgan, Tax Coll. Harry Cook, City Treas. Helen Beveridge Helen Beveridge Russell Marino, Reg. Helen Beveridge Russell Marino Letters Testamentary 16 00 last tel,bill of dec'd 3 91 last gas bill of dec'd 4 75 last elec,bill of dec'd 4 78 adver.grant of letters 12 50 funeral of dec'd last water bill of dec'd last sewage bill of dec'd gas bill of dec'd elec.bill adver.house for sale elec.bill acct,of inher,tax gas bill water bill sewage bill elec,bill adver.house 1,771 53 5 94 3 97 6 43 4 29 10.53 3 31 161 50 28.44 1968 City tax-real est. 47.63 fire insurance 15.PO marker for grave llo.po 1968 County tax-R,E. 22.~5 Est.share 1968 sch,tax- real estate 18.~7 notary fee-deed .~5 notary fees-inv. 1.~0 filing inventories 3,po notary fee-car title .~5 1 short cert.~car l.Po p Aug. 13 29 J. o. Woodward, Rec. stamps for deed 90 00 . Aug •. 13 30 Ernest Weltner real est. commission 225 00 t Oct. I I 31 Obser. Pub. Co. adver. grant or letters 12 50 Oct. II 32 Adam L. Sanders attorneys ree 300 00 Oct. II 33 Pittsburgh Nat. Bank service charges on checks 2 37 Oct.-/I 34 Helen Beveridge notary fees-acct.& 0 & E 1 50 Oct. II 35 Russell Marino, Reg. filing account 17 00 . Total credits claimed~~~~----~~-~~~---$2,930 08 ' •' ) ADVANCE DISTRIBUTION October 13 1967 Turned over to Deana Rae Muniz one baby grand piano appraised at----~-~-~-----~---------~--~~~-~-~-----50 00 Note: She wanted it sold along with the household goods- it brought $200.00-Receipt riled herewith. I a I( 19~ llars Street J From ~ $).~0 /()0. I!! "' \ ,· ., Observer -Reporter WASHINGTON, PENNSYLVANIA .I' .• PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May, 1929, P. L. 1784, ll!s amended. Commonwealth of Pennsylvania, County of Washington, SS: ........... . Personally appeared before m•e, a Notary Public in and for said County and State, ......... BJ..~~-~--~4 ..... o?.!! .... 9.QW.~-~---············• w.b.o being duly sworn according to law, deposes and says tha;t he is the ---~-~-~-~.Y..! ..... ~ .... '!'.~-~-~-5 • of the Observer Publishing Company, a I"eD.ll8ylvania ·corporation, and its agent in this behalf; that the said Company is the owner and pu•blisher of the Observer-Reporter, sucC'essor to The Washington Observer, established Sept~mber 18, 1871, and The Washington Reporter, established August 15, 1808, .a daily newSI>ape.r of general circulation, printed and publi&hed and havin'g its place of busines·s at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and published Continuously for more than six months• prior to the publication of the notice hereto at:tached; tha;t the printed notice or advertisement hereto attached is a ·copy of an official advertisement, official notice, legal notice or legal adve-rtisement, exactly as printed or published in the ObSierver-Reporter in its regular editions on ·the following date or dates; .......................................... .. October 6 13 and 20 1967 ........................................................ t .................................... .J ........................................ , .......... .. that neither th'e affiant nor the Observer Publishing Company is interested in the subject matter of s:aid notice or advertising and that all of the allega- tionS' of this affidavit as to the time, place and character of publication are true. .. ......................... ~/..: .. ~ .... . Sworn to and ' w. 28792 subscr~)efore me this .. ?..O .... day of.9~J9J?.~.r .... l967 m~L~~~;;;~,;· WASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES MAt 6, 196~ • D . . EXECUTb NOTIGE I ESTATE OF Isa E. Shi!Jl~S; a/k/a.l Isa Shields, a/k/a, 'Mrs'. ·Isa E.i Shields deceased late of City ofj · Washington, Washington . ·. County,1 1Penna. ~"; . 1 Letters testamentary ~ .. upon the! above estate having beemi granted· to the undersigned, all persons hav· . il)g claims against the estate are• ,.requested to make k:-~own the samel · to the undersigned or his attorney · a:ld au persons indebted to the de.\ cedent are requested. to make pay-ment to the undersigned without delay. • Dixie Ba·Jmgardner R. D. 6 ! Washingtcn, Penna. \ Executrix ,. , !Adam L. Sanders. , . . B. A. Franks ·· ' 'su Washington. Trus~ Bldg. 1washington, Penna;• : . 1 Attorneys , · ... ·· · ·,.. 67135·Frl.·3t lfas~on County Repods I • ' ~~ Washington, Pennsylvania (PUBLISHED B"f WASHINGTON COUNTY BAR ASSOCIATION) P:lOOF OF PUBLICATION In compliance wit!:_ the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (J) and (25). CouNTY OF WASHINGTON '1 SS STATE OF PENNSYLVANIA .r · Personally appearec. before me, a Notary Public in and br said County and Commonwealth, CHARL3S C. KELLER, who, being duly !.worn, deposes and says: that he is the Ed tor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, publis'hecll weekly. having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in t'hi; behalf; that the said WASHIN·3TON COL'NTY REPORTS was established on March 31, 1920, and was designc.ted as the official legal publication for Was.hingtc;m County, Pennsylvania, by o:der of the several courts oi said County, dao.ed November 11, 1920; that the printed notice or adver- tisement attached hereto :s a copy of a notice or advertisement, exactly as printed or published, which appea~ed in the said legal periodical in its r-~gular issues on the following dates: ......... .Pc..t9.R.~.t' .... $.., ... J.?., .... ;1,.9_, ___ _!2§7. ......... . that the affiant or the co;poration in behalf of which he is acting is not interested in the subject matter of SG!id notice or advertising and that all c·f the allegations of •hi• .rfidov;,., "'(;;;::t'•re '"' 'h"u"@'' ,,bu,..~ •re ,ru,. k~J. ................ ~ ... : ...... !JL~~~. .. !.~~:da~ of.. .... g~:--t?. ......................... , 196 ....... . .... .jl .. :d;;t;;[e~ .. e..: .. .,.. .. ...... "':'"' tv. tary Publ1c KATHE~INE C. VA~D, Natary .~ WMhlngton, washington _co~.' ~ -My Commission ExpireS. · November 11 190~.-· . ,;: • ' · Editor Estate Notices The Register of Wills hae granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted the:eto to make payment without delay and to those hav- ing claims or demahds to present them for settlement to the tExec·Jtors or Admin- istrators or their Atto~ys. • • o • • • e • • • • • • • • • • SHIELDS, !SA E., a/k/a IS!.. SHIELDS, a/k/a MRS. ISA E. SH1Ei.DS, Dec'd. Late of City of Washington, Washing-ton County, Penna. Executrix: Dixie Baumgardner, R: D. #6, Washington, Pa. Attorneys: Adam L. Sand~rs & B. A. Franks, 611 Washington Trust Bldg., Washington, Pa. ·.1 • • . ·o.: •• • ,~:-, ... •,..·,.""-'r··.----· ...... :....w.:._-_ ~..·.;:,.. ---.... --.~;,..!-~.~: .... : ·_·..,·.~·1_...;...;--.,..,..., ...... _. . ... _ .· ..... ~ ~. -~· ...... _ lhi. tqr·. ®rplFtns' Oiourt of Rla!il]tngton Qlnuntu In the matter of the Audit of Account in Estate or, Isa E. Shi~lds ,· a/k/a, ·Mrs. Isa E. Shields, a/k/a, Isa Shields: ··TO THE AUDITING JUDGE: No. 1317 ____ o_f-_· __ __, 19__2§__, ltKK Enter __ ...::o=o.u=r ______ .a.ppearance ror _____ A=-=.::c:.::c::..o==-u=n:..:t::..;a=ri:.::t=-· -------------- .. rt:L-. )c · day of December 19~ N.B.-Counsel shall, by separate paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objectfons to an account as filed, shaii be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate co:acise state· ment in that regard. . .. ·. ·;.. ---~ ']'" I' i I ' ; 19S3 DEC 23 Pi'\ 2 : 2 1 RUSS£l.L l'lj/J.RINO REGISTEr\ Of WILLS .f -.... , ........ - PETITION SUR AUDIT Testate Form \ -~ .. IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of ....... Is.a .. :a ..... S.bJe.l.d~ ...... ~/1$/!A,. ................. . No ..... -~3~7. ... o.f ... l.9.Q~---····························· ........... : ......... M.~~ .•... J.S.!A .. ~•---~-h;t.~J..Q§., ... ~/~/~., ...... . Fiduciary ...... Pi.xi.~---~-~~~-g~-~-9m~!.,. ............... . ·········-~---·······J.s.a .. Shi..e.l9.$. ............................................ . . ..... , ........................................ Executrix. .......... . Deceased ~~~ ~~~ Decedent's death.:.S.ep.temb.e.~ ... ll, ... .l.9.9.7. .................. Grant of Letters ...... S.ep.temb.er .. 29., ... ~96.7. ............... . This is the ....... F.i.rs.t .. an.d .. F.i.nal ........ , .................... , .... account filed in this estate ' . • 0 If tber~ _have been· former accounts. filed. in this estate, I ist file number or number and term ........ N.o.n.e .... ~ ............. . Election to take none, Date Election Place of; Under or Against will. (cross out one) Filed ....... None .. ,.............. Record' ~ ....... :.D.o.n.e.. .......... . • d . Name of surviving spouse ............ no ... spou.s.e ... SU.l:Y.=!..V.e.. ........................ : ............................................................... . List issue, where material: Sylvia Shields Booher -daughter Did decedent marry after execution of will? (indicate~. No. Any children born after execution of will? (indicate) ~ No. If answer yes, name them ................................................................................................................................. . Legatees Relc;.tionship Interest Fiduciary, if deceased or not sui juris Deanna Rae Anderson granddaughter paby grand piano sui juris Sylvia Shields Booher daughter 1/2 residue sui juris D~xie Baumgardner ~nd cousin. 1/2 residue sui juris -,'l -.. List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: None If partial intestacy~ give facts: .. None Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. xNMx '. If any exception give cause: .......... .None. ........................ . File copy of Notice and date of mailing .......... Oc:tnbe.x: .. ~l.th., ... l.968 .................................................................................................. . Is estate subject to the filing 9£ a Federal Estate Tax Retum? ............... N<>-@ ... 9 ................................ ~ .. Actual payment made on Pennsylvania_ Transfer Inheritance Tax. Amount $ 7l ... 5.0 ... ~t.at.e.!:>P.ai.o ... ll/'3D/67 If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenanL .... P.QD.e. .. ~ ... -----------------------------------------··------------------------------------------------···-----------------·-·---------·-·-----------------------------------------------------------· Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. All known claims except audit costs and balance of inheritance tax have been paid. Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: Will is clear. Through her execution of this Petition, Dixie Baumgardner, one of·the two residuary_legatees, elects to take the 1948 Ambassador automobile, appraised at $10.00, in kind, as a part of her one-half share in the resioue, and requests the Court to award,same to_her. Balance for distribution per account, Itemize any additional debits not shown by account: None ' ' '·· Total ·~dditional debits (Add) Itemize any additional credits not shown by account: Helen'Beveridg~~notary fee-audit petition .:. Total additional credits (Subtract) Balance for distribution $.3.,.57.4.,..87. ............... . $ ..... 0 ... 0.0 ... , .. , ............. . 0.75 $ ..... 0 ... 1.5. .................... . $.3.,574 .. 12 ............... . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Personalty One 1948 Ambassador automobile appraised at $10.00-elected in kind Balance is cash. Realty None •• , • . r;,. 1. ,, \ \ ) . ,.· \ ) _____________ ......_.""""""--" _________________ __;.;._·.;..··.;..-_--=·--'-----···~-----.. ----..... -=---· -~-_::_-...:.=__::~~-. • -.---.--i I If Family Exemption claimed by Petition, give place of Record: ............. none .. .c.laime.d ........................................ . If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ....... not ... c.lai.me.c;L ........... . List any advancement or distribution on account that has been made, and nature and amount of same: October 13, 1967-Deanna Rae Anderson (Muniz)-Baby Grand Piano--$50.00 Rec~ipt filed with Account-taken off account balance. Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: ITO: .. .. 1 •. 2., Sy~~ia shields Booher-daughter-1/2 residue in cash D~xie Baumgardner-1/2 residue 1948 Ambassador Automobile ·$10.QO--elected in kind Balance in cash .- COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative t';lereof, being duly ........... swor.n ............... doth depose and soy that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best oL ...... he.r ................. knowledge and belief . ..... swor.n .............................. to and subscribed before me th;s_.f ~da~~9.(> __ _ Signature of Officer~ .. ..:-::Z.~~~ ............. . /)_ '!.·~. ..,--····-~.. .. ..................................... .. Title of Officer .....•.. : ... No.'tatv.:EubiJ...c ................... . ./ .. Office expires ......... .Mal::c.h .. 26., ... ~9·7~------·--·····----····· Washington, Washington County, Penna. r' l !:i r\'• I I. i! i'l I· I I' i ~ i J . . , 9 (' ·,' . ) • I ',J ,. I ,, ,, No. . .... l~.l.Z ........ Qf ...... l.2.QJL ............... . Estate of .. !§_g., __ ~_.: .. S.11~~-J:9.§., ... 9/..'~/a., ... Mrs.Isa ?· Shields,a/k/a, ................. l.s.a .. S.hi.el.ds ............................. . Deceased o· · B · dn Fiduciary ....... ;;t..x;.~..e .... ~u.mgar. e..t:.,. ......... . -----------·-------------------·---·-,~--~'-'e.C.lA:t..t:ix ......... . PETITION SUR. AUDIT I FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will S\Jbmit herewith the following, in conformity with Court Rules adopted effective .. pecember 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 2. 3. 4. 5. 6. 7. 8. 9. 10. case. . Copy of order appointing Guardian ad litem, if pertinent. : Copy of Order appointing Trustee ad litem, if pertinent. Proof of service of aboye. Letters Testamentary or Administration C. T. A or an attest copy of Will. .. . Copy of inven!<;>ry and appraisement. Proof of advertisement of grant of letters if not filec:£wi:tli\ a:CJ:9'urt~~::.'J·.:·' Q"':t 1 ••• 1 ." -,.,·-~-;,""~~c·U Certificate Of ~liens! ·i·n';co~e any of the funds for distribution are from judicial sale (5lf?reaJ1 eStP;te., . ) , .. ~. .. (J c G t. ' (. ' ' I Signed ana itemized electionsj if any distribution in kind. Copy of Federal 1Estate Tax return if es- tate is subj~d theretdl · r; -' I I !,. u r Adam L.. Sanders -------~-•---~ ...... f.x.a~----·---····························· AttorneyS ~2 \ i . \ ·I' '" "' . . , ~ ~ \ ,, ·.) ·.) ' ,, 3Jn tqr <trpqaus' Q!nurt nf llasqingtnu arnuuty ESTATE OF 1317 No ............... Of 68 19 ............ ,~ --~~~-~ ... :~e~~~-~g~_,__-~M.J~.?:.§.~~-~.!9.~.! ...... . .In the matter of the . .f~_r.(:!L~.n~Lf.'JP..0-.L ........ . a/k/a Mrs. Is a E.-Shields, Account of .... P..t~t.E?.J?.§..1J..ill.g?:r.9-.r~~r..l ............ . Deceased. Executrix ADJUDICATION AND DECREE And now ......... P~.9-~~IJ:R~r ............... : ........ a~JZ .. , 19.~.$ ... , this matter came on for heming, audit and distribution at this session and testimony taken; and thereupon, upon due consideration theregf the balance for distribution in the hands of the Accountant is determined to be $.3., ... '1~Ll2 ....................................... and the account is according I y confirmed; ,and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance wi,th the schedule of distribution hereto attached and made a part hereof, unless excel)tio~s hereto be filed sec. reg. or an appeal be taken herefrom sec. leg . . . Ba·tance per account ............... -........... : ...... ·-·······--····-································ Additional credit asked at audit Balonce ....................................................... J.. ____________________________________________ _ Deduct Clerk's Costs & Receipts ................ L---------------··:···----------------------- Attorney ......... ~ .. S9:0..4~r.9 .. ~ . .fT.§._Q~(:i ______ ]_ ___________ -------------------------~-------- Redebit -Advance on distribution,. Russell Marino, Agent, transfer inheritance tax,. $140.3 Interest from 12-11-68 to 12-31-68 . 4 $3.~ .. 5.7.4 .... 8.7 ... .75 16.50 58.00 140.82 / I I $3,466,80 I ~ ~--tt9' . $7-::2--·Deanna Rae Anderson (Muniz) granddaughter, specific bequest in kind of Baby Grand Piano, held in kind and distributed as such at the appraised value, credit to b.e taken by the accountant for items advanced prior to distribution by the Court, I 1 I l i 'Sylvia Shields Booher, daughter, 1/2 residue, 1 Dixie Baumgardner, 1/2 residue, :including cash and a junked 1948 Ambassador automobile valued at $10.00, held in kind and distributed as such at the appraised valu t 50.00 1708.40 per election filed, 1708.40 '/'RtLY -Y/ 4/11. · ~Ph~ a~ $3,416.80 No balance > G t:Y ........ C'l = t:Y C'J (!') 9,-l :. ,__J ..... .. --..... -: :~,;; fa ...... ..... . ' '"'---·-·7"""~:..:--u '7"'"", . Q ....-;_;:: = . ~ . w_.':.,. L·-·:~ ~J ¢ ( :--, ("'J ~~§ ~ ~.:.:~. : = t:Y ~· !.!:: s f'!) ..... ~ f'!) . \ j .. j J. ., ' J J 0 0 ...... n n 0 c ::l ..... 0 ...... rn VI 0 ..... <1) 0 ...... I . \ ::l z ..... 9 :::r <1) 3 0 ..... ..... <1) ., 0 0 ...... ...... ..... :::r <1) J "" .• ,; .... ") I ·t t .. ·~ ., I ·~ " IN Tf{g ORPHANS.' COURT OF WASHING~ COUNTY, PENNA • No. 1317 of 1968, Estate of: Isa E. Shields, a/k/a, Isa Shields, a/k/a, Mrs. Isa E. Shields, Deceased PAY TRANSCRIPT .. -.,. I :JE::.D --..J C::> (/)G"")C:: -r, r-..., -(•") ,..,..., ::: (/) i,:) :=::, .z -i rr, f'"?'" •:<"> r:l r i . !"..::) --1 ::;:.:: ·- r.:::;: 0 ' -C)· ~ -;; .:r: ::::~., ~-0 ., __ :::!: o ::E ;.Q --· c:;, . r-~~ -or--r.}> (/) C> -OQ ADAM L. SANDERS .ATTORNEY .AT LA.W WASHINGTON, PA. WA:SHINGTON TRUST BUILDING 3'-~9 .. v //' .. I I ~· '' . .J . ~ ... . . IN nm ORPHANS' <XURT OF WASHINGTON COUNTY, PENNSYLVANIA ( Estate of: ) . • Iea E. Shields, a/k/a, ) Isa Shields, ·a/k./a, ) No • 1317 of 1968 . • Mrs. Isa E. Shields, ) Deceased ) PAY TRANSCRIPT We, the undersigned, do hereby on the date aet forth below, acknowledge to have received from Dixie Baumgardner, Executrix ot the Estate of I sa E. Shields, a/k/a, Iaa Shield•, a/k/a, Mra. Isa B. Shielda, deceased, late of the City of t~ashington, Washington County, Pennsylvania, the swu set forth below, being the balance in distribution due us, in said estate, awarded by the Decree of Distribution of the Orphans' Court of t"lashington County, Penna., dated December 20, 1968. In Witness Whereof, we .have hereunto set our hands and seals this. ____ day of _______ , 1969. S?:lvia Shields Booher, daughter, 1 2 residue $1,708.40 _Dixie Baumgardner, 1/2 residue, including cash and a junked 1948 Ambassador automobile valued at $10.00, held in kind and dis- ~ributed as auch at the appraised value, per election filed (Sea.l) "$1,708.40 ____ +-----------------------~Seal) '. ' '< ' ' -------------------------------- ' ' .. ·~ 110 ----------~----- ' i I J I . 2437 OFFICE OF CLERK OF ORPHANS' COURT Z--------------~ County - - - - -$ State, etc. - - -$====:;;A ;~·>tf) Total ------$ -.....~~~----·---~..__..;~~~-~---~--------------------------- r-----------------------------------------............................................ ~ ~ ' Fom1 ?\o, RCC-62 (U-66) 'T.JIIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER 110,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, J EFFECTIVE JANL"ARY 1:"1962. CFILE IN 0'\,JPUCATE. WITH COPY OF WILL ATTACHED) . ~FFI~E oF THE REGISTER oF WILLs TIJ .3 7 ~ st~ \ County of ... Washing.ton ......... . .. Dixie .. Bawnbardnet' ...... · ................... of . .R •. D •.. 6,. Washtngton,.. P.eoo.a. •.......... (Name) . (Addresa) '"'\\1; < being duly ______ s.wo.rn. .................... .according :o l~w, deposes and says that~e is the--------------~~~~-~~_;-~------------~~:_________ · 1 450 Fa~ec.et~·· ~eetf~~H: ~· I of the estate of. ·------~sa .. E~ .. S..hi.e.l.Q_s _________________ whose last residence was ----~~.Y-.. Q~--.W~~-h~-~gJQP:.t.~~~.!L (No.) (Street) · .. CollDiY-"'--J~.enna ................... deceased, and: that the whole or' the estate of said decedent, who died __ .Sept.em.b.er ... l~, 1967 (Cicy, l!oroueh or Township) COate) consisted of:. REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,'WITH STATEMENT OF MORTGAGE ENCUMBRANGES l..'PON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS. Estimated '' ; Value c Shirls Grove Addition 30 x 150 feet \. e house thereon d Book 489 sold for-------------~--~----~----- ... [,) :. Personal Property in .... ...... ' ~ 15' 00 . ··' -· I -------------------------• , :I NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in which the account is registered. · Jointly Held Property " ' •'-< Estimated Value \ ~ '1-----~n~on~e-------------------------------------------------------------+-----------~ ~ ... -.-() Transfers within TWO YEARS Prior to Death none ---------------------------· ,, \ ., - ......... , . ~--( •· •• ..J .... :: ·. ( --- I --;, c..... • ~.(), • 4 I ' -. ' t --~.-.:.:..~~ -.. -I:~ :' ~-t " -,. ·' .-...-.... , ' - That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the foilowing:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT . . --., -. .. ·. •• t; -! ' j ~ none - BENEFICIARIES ,.. -'--1.. • ... c· c . ----. - BEN·EFI.CIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR •. -: . IN!FEftEST' OF (State full'naines-of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set . OR NO AT DEATH OF IN ESTATE " . ("~ . · · forth 'this fact.) .. :QECEDENT. (.. :. ... _~!;_;c ~ ~--' .. ...., ~-' .. . ( . " -. DP~nn~rRae Ande.r.son ar .. dauahter ves ~nr.;~1 ·nQn·· -... R2';1 st~nlPV St f I' t • .,) • • ., r--.• (.;: : ::cr .. "'.--:-~-~ . -...... --Set "":adv. New York ' cl~t.tahte~::o.:·::: -"~~ r ·'~ ~-··li/2 r~~int':tp. Syl v.i.a::.Sbj.e ld~ Booker " ' -- ..4.;0 w~-ChPstnut .s:t. -----· < Was hi .... PPnna Dixie Baumgardner second cousir: ves 11 /r:>. ,.."'~; nuQ R n A w~~h;nn-t.nn p~ , , .. - ., .· ., ... + ~, I PI• 4ildnt Mt D&veDPOI't K!Df .t lllat·coal blatet ~oe1•7 r. v. •atl 2.-.11 flowu ~tala. a aall np t.so 2 .tal n.wel' atudl t.!SO Y. v. Lap n~ VnlvHOl (Nulbo:re) ou r-.. -.u dropled' Q't)lt bnakfut table · .... G .. i. ld.t&u aUlltp caldMl Kelviaa'Ca-Hfdgerater eeektng "te.tls -dlalaea ~'Mak•t Mazy DuDbu .... averyda.y elt•enan JcOD 'boud boptr cutaln •u•tc'-r paperlllil board .. tu heatf.asJ . ..scJcW# ldneellueciU it.. Cell. • f! cblna cleat (.val olua) · JC&Ytao wu~r . . tub &'ac'k aD4 nt. botlft bet plata sall toola GUctu reelce~ • tt. ltepladder • ..tt.l e!aain a.oo .••• 41'..-. nal1 t•t. l&Men Cit ode cbal¥ ldgb cbdz PGrch nlag n .... t ... ba1lpu. . -..11 CbMt · gu beatt.Dg .,..,. . ·!:Eh. .a..nl! ') lleckoca. No, 1 s!atol' ....-lag ltllldd.Md . 1 ' 5 pe. '-lead '-*-nit. . dftuer ex u u.e1 .. odd elldw 2 -.11 ~:UP e.so lzo• bid drnae:r Od.~fenbe carpet ,..,.~ caa lleclz'Gia ... 2 u •• ?,58 10 .• 00 , .• . .. 1 •• 1.00 •• s.oo 1GO .. 1.00 1,50 a. so .... u ... ,,. .. f.JO •• • •• 1,51 .so •• .so .so .10 .so 1 •• 10.00 ao,oo s.oo l.OG 1.00 5,00 , .• 1,00 1.00 2,80 s,eo ••• a.oo .10 •• a.oo ..so • • .50 .so 2~50 u.oe s.oo 1.00 .so 1,00 1.00 a.so 5,00 loCO .so , ,, ~ehold ~~t•d iletal ..... •toot t'OY&l awHpet !I'Oab4J4 4' ..a11 ruta e. so 9 X 11 lf.Dol- Sl autte piecea 3'..al1 nas t.so 9•Ungudpa4 9x12ruo gu bUUog atov• Mgadoe rack a .~loot lUI* Cl.eo S.dr.,_ !fo. s 1 ' I I b f $ 4 qf 1 II OM 2 pc. 1iv1Q9 rooaa autt• _Uvittg WOGCI chal~ R•UW01rtb BabJ' Graft4 Piaoo beach tea, a, s~•lff !!~,. 7.!50 ~.a 5~00 1~00 1.00 l.QO 1~00 -1~50 e.oo 1~80 1.00 1.00 2.00 10.00 a.so so.oo J.OO $109.50 . " RE~1DENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE: List first five items in the spaces so provided, observe notations thereon, and instructions. ,,. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ~EGISTER ONLY Funeral expenses paid $ $ Family exemption (will not be allowed uniess decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission • I OTHER DEBTS AND CLAIMS (*) See Note below - . Account wi i be filed in due course . . . of est a e. .. " .. .. ,, . I - -- Total Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,. commission or debt is greater or less than the estimated amount claimed and allo"'Ved. Subscribed and sworn to before me this ..................... . .. .. .. /.J. .. ~ ...... day of ... Au t .......... , 19.68 ~J.. . liOtiirYPU, 1c ...... R •.. D •.. 6 ................................ . (Street. Number) My Com.Exp:. March 26,1971-Wash.Wash.County,Pa• __ .. _ . Washingto.n_,. . ~et').na •............... (City or Town and State) Having been duly swom according to law, I do hereby certify~ above appraisement is made in conformity with law on this .............. ,c;:t' 4/.. ........ day of ......... $7 ................... ·;,.;,-:J ··»· ?.r . Q ~ ... -~~..y.1?.. (L/f.~A.-ez-~ .... --~~ .. d. .. ~ .... / ~~ Appraiser In the event that any future interest in this estate is trc..nsfened in possession or enjoyment to~ teral 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·inheri- tance taxes at the lawful collateral rate on any such future interest .. REPORT OF TH~GISTER OF WILLS~ I, the undersigned duly elected Re~ister of Wills in· and for ... ~./.v-c.--L~.-4.. . ....... County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amou s claimed by deponent ept as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greater or ~ r amount represents the sum allowed as a deduction. Dated: .. -~~~-~~~~~~-~--. . ................................................... . t7 Register of Wills ·• .... / .. r- ..... · I ! ·, ,;; / / . Fonn No. RCC-62 (12-66) Will . lNo. ~s Year .. · ... .IN THE MATTER OF THE APPRAISEMENT l.v OF THE ESTATE OF '· ' Isa -E~ Shields, a/k/a, Is a :·s~;ieids, a/k/a.·; .. Mrs .•.. Is.a. E •. Shte.l.Q~ ........... . · ' ' Deceased 'i'J I . Late of .. tity .. of . .Wash:i.tt.9t9A ..... . I·; County of ~~-~ .Wasb:i.ng1:~Jl. ............. . CommonweAlth of PennsylN'ania ... ( ·. -.. <.._J F:'{ ::"j _..,.,_ . . t.,-;,.-t;-RE~ORT~1-D k~PRAfS/\L ~: D/~ ,_:--:,, ...._,_,. .. •• (J ... ..~ r---., .~t· ... £: r--..: jl Cl) 0 .:..... r-~_-..,. .. IU· ~ Adam L. Sanders rT; t:::J Be A. Franks, Attorneys :,_, :i -; ~ .. --;·, ~·: .-'· ·' ·_., . ~ ; ·,I' .;> .. • ~. ~ ., s ~\, -• .i ,,., ·:.. '" (, '· " " J ~ ,. ., R'G C-81 (2-64) tOMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT DIXIE BAUMGARDNER (Executor·~). IN YOUR REPLY PLEA8E REFIR TO In Re: Estate of ____ __;:I...:..S~A_E=-.:..... _S:..:H.::I:...ELDS:::-=------- -------W_i!.:....~S...;:.;H_I=-N=-GT=-0=-I=-~---County -File No. 9464-44 Dear ¥trs. Baumgardner: You are hereby notified that the original appraisement in the estate of Isa E. Shields has been filed in the office of the Register of Wills qf Washington County on August 21 , H) 68 . Said appraisement reflects· the following valuations: Real Estate __________ ~4ua~5~0~0~·~00~------- Personal Property ____ ~l~·~8~2~5~·~5~8~----__, Transfers ______________________ ~---- Total -------------~6~,~3~2~5~·~58~-----. As to such tax that is paid within three mon:,hs-from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after o~e year froni date of death, inte:-est at the·rate of six (6%) percent per annum is charged. Any party in interes~ who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ ~A~u~gu~s~t~2~1~·~1~9~6~8 __ __ DATE OF DEATH: September 11, 1967 Note: This is not a bill. j R C C· 3~ (6·67) •:qr-~MONWEAL TH OF PENNSYLVANIA *'rRANSFER INHERITANCE TAX I RESIDENT DECEDENT . ' -..... 1 SHIELDS, ISA E. FILE # 9464-44 September 11, 1967 SUMMARY -'!-;.. FILE # 9464-44 TtEPOHT OF INHERITANCE TAX APPRAISER I~ the undersigned duly appointei Inheritance Tax Appraiser in and for the County of # 63 Washington , Penns~·lvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C" and "E". Dated: 08-21-68 09-11-67 HEPOR.T OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for----------- County, Pennsylvania, do r•)spec:tfuJ.ly report that I have allowed deductions in the amounts claimed by deponent, except as to those i terns 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: REGISTeR OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISEDV ~A~L~UE~~A~S-~RE~AP~P~RA~I~S~ED~ Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ 4,500.0Q._ $ 4,500.00 ·-$ ______ _ l,82~.5IL_ l ,82,5.58 ·- cT oint-Held Property (Schedule E) TOTAL GROSS ASSETS LE~~ Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ESJATE TA_,"'\: ASSESSMENTS 6,325.58 =====·-======·-======:= $ ____ _ ~ ------ FQR USE OF REGISTER ONLY COMPUTATION OF TAX T a:ic on $ fi<'l,.o $ -------------------~------Tax on $ ________________ .. ~ > Tax on ~---------------~ $ __________ __ Ta:x on $ ·--· 'f-$ _____ ---:- Exemptions , __ (':') Total Estate __________ __ TOTAL TAX $ _____ _ !· Less tax previously paid BALANCE Less 5% 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 FQH USE OF REGISTER ONLY d> ~'------- TOTAL TAX BALANCE PAID ADJUSTMENTS (':') As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. $ ______________ __ $ _____ _ $ ______ _ $ ---------------$ ______ _ $ NOTE: Where subsequent adjustments are made to the above computation of tax by the rtegister of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ( No. .......... . ..... Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ISA E. SHIELDS Deceased Late of WASHINGTON ....... ······························································· County of .... WA.$.tii.WG.'r.ON ...... . Commonwe_alth of Pennsylvania REPORT AND APPRAISAL ... .t ,, i DEPARTMENT OF REVENUE , ·COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX DATE ...................... :fl:.yg.lJ.:.~~ ...... ?J::.I. ...... ~9..~?. ............ . BIJREAU OF COUNTY COLLECTIONS COUNTY ....................... W:~.~_h~gt..Q~ ......................... .. ;J HARRISBURG. PENNA. 17127 APPRAISEMENT FILE NO. 9464-44 000000000oooooooooOOOHoooOoOo"OoOoOOoooooo000000000o000000000'''ooooOoO-o0000o'''""''''''' Whereas, .................................... l.e.~ .... E~ ..... Shl~.l4§ ................................................................. late of ..................................... W.~.~.~!l&~P:D.: ..................................... in the County of .................................... Wa.~hingt.on ................................................................. Commonwealth of Pennsylvania, having died on the .................................... .+~ .... ~h ........................................ day of ................. ~~P~.~~~!. .............................. 67 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... , ...... ~~.~.~ ..... Q.h~.~.~.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 posse&Sion 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 su·=h future interest. Unit Appraisement Description of A net Values Made for Inheritance Tax Purposes $ REAliY: As ner annraisement filed 4,500 00 PERSONALTY: As ner a nnraisement filed 1,825 58 TRANSFERS: I I I I .I I .. _ 1---·- NONE NONE JT. HELD: I NONE NONE Total 6,325 58 . form~;"!::fhbl:~ ::~~w"':"a~~~o~~· ~.~ 0~·~~·~~=i~ .. ~~~~?: -··················~········2 .............................................. ~·:·: ........ · ~ ?L.;::;·~> , Penna. I WA?I.f.J.N.G'r..Q~~ ............... ..... County RESIDENT INHERITANCE TAX· APPRAISEMENT Estate of ~A ... ~.~ .. §ti:J:.~P.§ ........................................... . Deceased. Late of .... :W.:~.~-~.N.Q'r..QN. .................................................. . Date of Death, ........... $..~P.t..E:l!A9.~;r. ... .ll., .... J.99.7 ......... . Appraiseme1!t Docket Vol., ............... .':!.?. ............................. . Page, .......... 5.6.~3 .................... , ... No ..... 9.4.6.4.-::-:44 .................. . Filed in Register's Office, ........ !.\..UgMS..t .... Zl.,19 ... 6.8.. Am.oun.t of tax due, $ .................................................................. .. DEPARTMENT OF REVENUE 131J Received, Exa.mined and Approved, c;~~~, ··: .-~J ~~-:It: . ..,1<~,~ Wr&.~'!~~~q.ttl,!lil!:.f[!/fsement, ,--l -, I I I f ' ') r,c ,.~ ,l """" ""-~ v . v ···' ~ .. \,.. . ' ., Appeal f1'om Apprlil's·ement, ........... (.'"1'";.;:;:;· .. ·~:~···l"''"'i'"'"''"'"''''"'""'''''"'""''''''''"'''"'"'"'"''"'"'"';""'" I ~ I I •. ~ Enter..ed~and ;ci:Ja.rged, .... . "·i.} ·· .. ~ ''· · .. ·.r: '\ ., '· ~"' -~ ... Form RC C ·10 OFFICE OF THE REGISTER OF' WILLS oF Washi ngton COUNTY AND AGENT OF THE COMMONWEALTH (>~ c ~~~:; 1/CJ~)'· STATEMENT OF DEBTS AND DEDUCTIONS ;tJ 3 ?-S~~ ~c<-r(~~ ;}IC/-s~ ESTATE oF _ ___Jic::s;..ca!.-Ee...._.;:S>.~h:J..,l... ee..~.lJ.~d~s,__ ___ L.ATE oF Cj ty of Wasbi ogtoo, Wash.eouoty,Pa. /..,. :2 ~ f - DATE OF' FILING APPRAISEMENT Aug. l3,i968 DATE OF DEATH Sept. ] ] ' 1962 DATE NO. OF NAM&: OF' PAYEE REMARKS AMOUNT VOUCHSO't ---r91)/ C:::.on+ ?R 1 T M nnnnl;:ac: ~Pn IT o++o1'"~ 1'oc:+!llmon+!ll'l"l7 11= ()() ·.r;; -, --- C:::.on+ ?A ? 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RouoTinno nn+!:!~'l"lT -Foo-tioon 71:; ~ An,.. 1-::t 1.4 J.Jolon Rouo'l"inno I nnt;:.Tv TPP~-i nuon+n'l"i oc:: 1 c:.n --::r Ann l'::t 11:; 'Rnc:c::o11 M;:a'l"inn 'Ron ! -Fi 1; nn i nuoni"n'l"_i~ '2 nn --::> t~ f~ Hele~1 ~e~eridge ~o~~ry fee-car title ,·~ 1?9· .. ;;. o............ ,.,.,.; ........ ............ + ............ + ·~"'"""" ';;I . r• A .. -,~ 10 T n t.J ,......,. -'I .. ,"" "''"d Dol" c.+!:!~mnc. Tn'l" ...:~,..,.,....:~ nn "" ·;;~• . 7 -.,. A .. -', '2 lQ c---....... + JAJ.o l __ +no-r , ... ~ .. 1 est-a-to .... ,...m 'l'll: nn '";:1• .. /"\...,+ II ?() ()hc:::o..-uo-r Ptthl Co adver_._gx_an.t __ o:f_.l.e_Ug;t:s_ 12 50 "' I : "-· II . I I I ?1 An!llm 1 ~;:~~nrlP-rc: Attorn_gys_fee 3QQ.QQ-.. \ I I , It "-· .. /"\...,+ /"\...,+ 'l'l Pi++c.hn'l"rth Nat R~nk I service chas for checks ? -IJ ?'::t J.Jolon RPveridaP. notarv fees-acct.& D & E 1 fi ?..4 'Rnc::c:oll M;:~~rino 'RPn filina account 17 'T'n+""l ·------·--c!:!? n1A ~~~~~ ~~1~~ , off. v COMMONWEALTH OF PENNSYLVANIA } COUNTY OF --lllii-&:WL.LLL.y...&o..u..r..L-----81: 1-Jasbi ngtao I, -----.r.D..,;ia.,;XMOl.L.•.l;le"-I:B;LCaa,~l.LJlmw..yg..:~au.r...l.d.£.1n..IJer:&..&..r _____________ HEREBY CERTIF'Y. THAT. TO THE BE.T OF' i'AY KNOWL!OGE AND BELIEF, TH! FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSD OP' Ao,..INISTRATION suaMITTEo To ·THE ESTATE o• Is a E. Sbi el ds .oEcueEc. As cEcucTIONa FoR INHERITANCE TAX PURPOSES. /' 1 • ~ ~ c.(_ -(-.£.~..p.-.u ..... ~ (L.S.l SWORN ANC SUBS. CRIB~~~ T:: -~---~L~~--OAY 0,.. ~ ~~~~-· / No ary PubliC My Com.Exp: March 26, 1971 Washington, Washington County, Penna. '::t7 c:;() 00 A.d. v t:t~ I Form RCC-4-Rl-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS No. 924597 OFFICIAL RECEIPT Transfer Inheritance and Estate Tax File No 9464-44 Date November 30 19 __ 67 Office REGISTER OF WILLS, _____ W_A_SH~IN=-:...:G:..::T-=O:.:N ________ __l Pa. WASHINGTON D · · B dn _________________ County, ss: Received from ---'~l.Xl-~~e~~a~um,g~~ar~~e!.:!.r::_ _________________ _ (Executor, of the estate oLf ----=I~S~A:..___.=E~·!_2SH~IE~ID~.=::S:__ ________________________ _ who died September 11 19_j[J_, the sum of NINE'.IEEN and na/1 00 - - - - - -Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Real Estate Date Valuation $, ______ _ $, ______ _ Total $ __ Poroonal Property Date Valuation $--~---- $'------- Total Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or AnnuiticG $ _____ _ $. $. ______ _ T'a.TI"''I"'\'.1' $. .u'4vvlvfi>LETE 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 lor years, as evidenced by this receipt, it is understood that the Com- monwealth shall not be precluded or prevented from hereafter assessing additional inheritance lax at the death of the life tenant or tenant lor years whenever it appears that such additional tax may be legally due and collectible lor any reason whatsoever. ®OOD~D~ru[L 37-56-3 NOTE: To be delivered to taxpayer by Register of Wills Computation of Tax Tax on$ 5% $ Tax on$ 10'/'0 $ Tax on$ On Account 2% $ 20.00 Tmr on$ 15'10 $ Exemptions * $ Total Estate $ Total Tax $ ------------ Less Tax Previously Paid (if any) $================ Balance $ ------------ Less five per centum of tax if paid within 3 months after date of death $ 1.00 Amount of Eetate Tux Assessed under the Act of May 7, 1927. Add inter·est at the rate o '!'o from------------------- to -----------------------.----------- Total $ ________________ _ $================ $ 19.00 * As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28, 1956, P. L 1757, effective June 1, 1957, as amended ~':9::::2~' v I D ~~cl~ MOORE BUSINESS FORMS, INC., ELMIRA, N. Y. I" FORM RCC-4-RI TRANSFER INHE\{ITANCE and/or ESTATE TAX., RESIDENT DECEDENTS. . lr RECEIPT 37 56 Docket'-__ __..Page · 3 Tine ____ _ 'c ISA E. SHIElD Estate-a..__ _________ -:---- OFFICE OF REGISTER OF WILLS WASHING 'ION ----------------------------~a. November :30 67 -Date. __________ l9 __ 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 JOSEPH!~. DOUGLAS Register of Wills 1201 (g), Act of April 9, 1929, P. L. 343, as amended, viz:-"To receive fr<>m Registers of Wills all duplicate re- ceipts for taxes paid tci them by executors or adminis- uators and to charge the Registers receiving the money with the amount receipted for. The original of each such receipt shall he signed and sealed by the Register of Wills and transmitted to the executor or administrator. whereupon it shall be a·proper voucher in the settlement of the estate. In no event shall the executor or adminis-trator be entitled to a credit in his account by 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 tax receipt is delivered: To ATTY. .ADAM L. SANDERS ------------------------------------------ 611 l>!ASHINGTON TRUST BUILDING WASHINGTON, PENNSYLVANIA 15301 L . ' -.·' ~; I ~ (J . .. .... v- .~ ; :·-;~~e; vJ _j ~~~~~~~~~~~~~~~~~~~~~~~~J Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS No. 924598 0 F F I C I A L R E C E lP T Transfer Inheritance and Estate Tax File No. 9464-44 Date _ _____;N::..:._o=-v=-e=m=b:...:e:.:r_.::._3.:.0___ 67 19 __ Office REGISTER OF WILLS, _____ W_"AS_·_H_I:._~:..::.....::.T.::..:.ON:.:_ _______ ___l Pa. vlASHINGTON County, ss: Received from __ __:D=iXL=· ..:::.e-=B..:::.a:..:umg=:s2.:a=r~dn~e=-:r=------------------ (Executor, of the estate o,Lf ______ ___.I!.!SAn-E.!E!.A..~s~Hl..!IE~LD~----------------------- who died September 11 19~, the sum of ONE HUNDRED FORTY-TWO and 50/100 - - -Dollars, being TRANSFER ~nd/or ESTATE TAX due the Commonwealth as follows:. Appraisements Made and Filed Real Estate Date Valuation $. ______ _ $) ______ _ Total Personal Property Date Valuation $) ______ _ $. ______ _ Total Total Gross Assets Less Debts and Expenses of , Administration Clear Value of Estate Valuation of Life Estates or Annuities $ _____ _ $, _____ _ $ $ _______ _ -r1LT,..-""'o• $ .ll'lvV.LviPLETE Date 19 __ $. _______ _ _________ 19__ ~$======= Estate /fax Assessments Date 19__ $. ______ _ _________ 19__ ~$======= NOTE: In accepting the transfer inheritance tax on future estates p~ior 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 hereafter 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 whatsoev~r. ®OOD~D~£[L 37-56-3 NOTE: To be delivered to taxpayer by Register of Wills Computation of Tax Tax on$ S'}'o $ Tax on$ 10% $ Tax on$ 2% $ Tax on$ On Acconnt 15% $ 150.00 Exemptions * $ Total Estate $ Total Tax $ ------------ Less Tax Previously Paid (if any) $======== Balance $ ------------- Less five per centum of tax if paid within 3 months after date of death $ 7 • 50 Amount of Estate Tax Assessed under the Act of May 7, 1927. Add interest at the rate o % from------------------- to -------------------- Total $ ___________ _ $=============== $ 142.50 * As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28, 1956, P. L. 1757, effective June I, 1957, as amended by Act No. 381, approved July II, 1957, and Act No. 207; 1961, Section 302. ~~~~ (!" ~ (/' Register of Wills MOORE BUSINESS FORMS, INC., ELMIRA, H. Y. r 'I FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. 1 RESIDENT DECEDENTS. ' RECEIPT 37 56 3 DocketL __ --~Page, ______ ~I~ine: ________ _ -~~ '!.. ISA E. SHIElD.-. Estate O·L-------------------------- OFFICE OF REGISTER OF WILLS -'------'L~i/iS~!-t!H+:~TI::HlttGTOR7i\Nl------"Pa. Date. ___ ....;cN.;_o_v_em_b_e_r--'3"--0 __ 19__!!]_ 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 JffiEPHimi. DOUGLAS ·: Register of Wills 1201. (g), Act of April 9, 1929, P. L. 343, as amended, viz:-"To receive from Registers of Wills all duplicate xe-ceipts for taxes paid to them by executors or adminis- trators and to charge the Registers receiving the money with the amount receipted for. The original of each such receipt shall be signed and sealed by the Register of Wills and transmitted to the executor or administrator, whereupon it shall be a proper voucher in the settlement of the estate. In no event shall the executor or adminis-trator be entitled to a credit in his account by the Register unless the receipt is so signed cmd sealed by the Register of Wills." Fill in below name ani:! address of person to whom tax receipt is delivered: ATTY. ADAM L. SANDERS To ____________________________________ ___ 611 WASHINGTONT TRUST BUilDING L WASHINGTON, PENNSYLVANIA 15301 ·_j '-' ~~ w ::0 :.-::t O.r:-:7 -r. 1 ':;~ ,4.: 0 u;u> __,en f\) -· rn::! • :~-L; .--I o~ -., _:, m ~:.~; ~ :::; r=:: 0 IO f\) (/) ., ro t .... .. : j r•