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Home My WebLink AboutOC1968-1329 - ESTATE OF SPILLMAN\/ <1lnmmnnnttalt4 nf .Jruusylnauia.} ss. 1lllhts~iugtnu <!tnuuty. KNOW ·:ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 14th day of 0 c t o p e r A. D. 19 68 , before me, Russell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania, the last Will and Testament of J. B 0 Y D SPIL'LMAN late of S<bmerset Township, in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and DELL A SPILLMAN the E.xecutor 111 said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino· , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said DELL A SPILLMAN committing unto h e r the administration of all and singU'lar the goods and chattels, rights and credits, which were of said deceased, and requiring h e r to exhibit a true and perfect inventory thereof into the Register's Office, ·at Washington, within ninety days ·from .the date hereof,' and to render a just. and true account of said 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 taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said. Office at Washington,· this f o u r t e e n t h day of 0 c t 0 b e r . ......,__ .in _the yea~: of our Lord one thousand nine hundred and s i X t . . J-d ~/7/) • ......................................... f~ .................................... ~a..~ Register J ,, / .,: --I • -;)', '0'<0 ,-· es I ;... I • ~ ~ ...... .. = ~~ (/) Cot •<l! s r:il II. ...:li 0 ~ 0 ...:li ~ ~ Ul H " ~ 1-P-ti t Cot < (/)! ta 1-(/) ~ Ul ~ ;... Oi Cot 9 +-t ...... cj Cot ! ~ ! i 1· .. ·.;. ' ._.,.::..,.. ~. :.~ . ~~ :., -~ ,..,-.'··· ... •I .,. ii ., l! ii ,, 'I i! II •I I :i ! ·, I . ·, ;, ~~ \rF~~;~~)~;~,".; ;··. '' '··-_Q W I L L I, J. BOYD SPILLMAN, of Eighty Four, Pennsylvania, being of ·s:ound mind, do hereby make, publish and declare this my last vrill. 1. I direct that my funeral expenses and my just debts be paid as soon as convenient after my decease. 2. All the rest and residue of my estate I :· devise and bequeath to my wife, Della Spillman, absolutely, and I name her executrix of this 'tvill. In Witness Whereof, I have hereunto set my hand ,-l and seal this ,~'·• ··!_, day of _1_... :"--"'-/ __ , 1954. #' · . vle, · the undersigned, subscribe that vrhile we were in the presence of J. BOYD SPILLMAN and in the presence of each other we did witness him sign the above instrument and declare it to be his last will. i\ffi1tauit ®f 1£xrrutnr ®r 1\bmtutstratnr ~tate nf Jeuu.ayluattht ( · Qtnuuty of lla.aqiugtnu } .a.a: Personally before me, the undersigned authority, a ...... 'N.9.t~!".Y ... ?..~J.J.9. .... in and for said Della Spillman · · · · . County and State, appeared ----------------------------------------------------"-------------------------------------.. who, ·bemg duly sworn according to law, deposes and says that he is the executor or administrator of the es- tate of ____ ,_.;J:_! ... ~9.Y_c;1_J:?p;i,.JJrrt.~n ________________ deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of -~-~---!?.~.Y.~---~J?.~-~-~-~!:1:, c1 ::! deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite _g ~ each item of real and personal estate in the foregoing schedules are determined and stated by the ~ ;i under§l~gp~~ to be the fair value of said items as of the date of the decedent's death, based upon a :::c .; .i:. just'appraisement of each item made by~le ~bove named Executor Administrator. w ~ ~ ~"· :-:: ~~-,'rrr, / ~ 0: :E .._-,;. s ·-~~· .'d .... 'i:: "b d b f th' . ::;;;..---} ce c: .... .. worn n •. szw~~scrt. e e ore m ts .... ................... A~~~, • en .... ":'-..<; ~.'0\ .. r "' ~ :::t .... !! -· '.Y--~;;-,..; ....... " i{,9 ~ . ~ ~ :§" §~J!Y Q/m· ... ..., . ~:,.~-~~-{ .... 19 ... y ...... /J. . . . e . -~ ...... l ~~~~.. .. ........ .. , = =:~~; _--:-' ; A~vi ~ M_ ~ /} f/ ;,( 3: §:: =---:~""' "" .: .. ~;·, 1::" .... ·.~ ..... .:. -. ,;.v. . .-. ....................... .. ~ .. "iii "::.'"' --s:. ,..-.. '~ ;. ':" :!; :E. :i i :..;=..:;;.,-:-, --;:.. :.;.. _t,;~·g ADDITIONAL INSTRUCTIONS ,, , :o E , ,_,. • ,., . . ' • ~ ""' ~ 8 ~Z-t,?-:·:1\n,jnven'tory~ust be filed within three months after appointment of personal representative. :S ~ .. 2.:--... A suppl~eiltal inventory must be filed within thirty days of discovery of additional assets. 2; 3. "1' OrigB:faJ and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. · ·REFERENCE FOR ADDITIQN:A'L COPY Act of 1947 P.L. 5i3 Sec. 5;2; 72 P.s. 4844.2 ~uueutnry aub 1\pprai.aemrut .of the goods and chattels, ril!,hts. and credits which Somerset Townsh1p, we~e of .............. J ...... Boyd .. .S.p.i~lm.an ..................... late of .. Washing.t.on ... Co:unty,, .... :P..enn.c?.., ....... . W:ashingtdn County, Pa., taken and made in conformity with the above affidavit. Cash Transfer from Trustee Account Federal Mutual -Commissions due National Mutual -Commissions due County Courts Fee Appraisal Fee Sale of Insurance Business known as J. Boyd Spillman I~surance Agency of E~ghty-four, Penna. DOLLARS $1, Goo·. oo 48010-2 4aolas 16loo 2ooloo ll$8,776l87 CENTS -! . .f'. /' •, .dL,tffJ- ~-"! 1 • j':'l"·: .. ;:,~:·'~-~ ' \~1 ·-·~.i:.r,,/<.7, ' c"·. , .<~v.,_ ·~ '!-.,·~ ~ , <.. ~) .... , ~ •• " _. .. 'r '"· / "" ... _.;~ .• ··· : ···.-;1:' ··:, Inventory and Appraisemen.t f' .v ./ b n :· r; C \. :\ IN THE ESTATE OF. ~ ; ~-·~.~.. ; :.~ ~ o; •• I. . : . :: ~ ,/.··•i()f\.'1') ... ;::-':.~ •;,.·.. . ·~ · 1" '.·· -CJ.f BOYD SPILLMAN, DECEASED • .-;..,.It~···~. _ ... ~ ... ·.'.,;C~··:...!. ....................................................................... . . ,., J~: ...... ~· .,) '-b ,.... .· . ,:, '"'"!7,.;1. ~ ll" '\\ ~ ,,,,, . . _; ~f !I;; I; II I 1fl111 I I\ 63-foJ>-/3~/. ·-Filed . 19 ... : ........ "'1"'1 ..., c:T'l ~< ::a LCl -=> ;: rn :::o. :::::no I (f)G')c: c:::: ::X: -Cfl c:;'? _(f)U) r:~ z-1rn -'li ornr co " --1:::01 0 b :z:O"-'o--o -n.=:o. --0....;::)> __,. s>==~ "' r :z -uro )> (/) ..&: Greenlee, Richman, DerricoC& Po~a 325 Washi-ngton Trl,ist Bldg. 1 Washington, Pennsy~~ania. \\Kf ~t-p~ ~'11 --•. u • -5 ' ', ------------------ ·~. • . . ' STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ 55: The within named Accountant being duly sworn according to law, depose and say that the above account as stated is true and correct as ............ she ....................... verily believe. Wa1shington County, ss: / .~ ..• ... I do certify that I have given le9al notice to all persons concerned 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 .. b.:S..--::.b .. ~-~J.d._ ........ . day o:~r:~~~n:d:":":d :offi:•al:s-·~~:: Register of Wills ... . '• ~ to ~~ ~ .. r-; 6 ::<;: r-!. 1968 oc:r=--7 Oct. 7 Oct. 15 Oct. 24 Oct. 28 Oct. 28 Oct. 30 \j IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA. IN THE MATTER OF THE FIRST AND FINAL ACCqPNT OF DELLA SPILLMAN'~ EXECUTRIX OF THE ESTATE OF J. BOYD SPILLMAN, DECEASED. · ·. No. The Accountant is charged as follows: To Amount of INventory and Appraisement To Gain on INventory and Appraisement $ 000.00 To Income on Personalty 000.00 To Gain on Sale of Personalty 000.00 To Loss on Sale of Personalty 000.00 To Income on Real Estate 000.00 To Gain on Sale of Real Estate 000.00 To Loss on Sale of Real Estate 000.00 TOTAL ESTATE $8,776.87 TOTAL DISBURSEMENTS 5,981.35 NET ESTATE $2,795.52 The Accountant claims credits as follows: Disbursements in the Administration of the Estate: Sandra Bibbs, R.N. -Services-during last illness $ 25.00 Norma Berish,P.P.N. -Services during last illness 50.00 Book-of-Month-Club -Payment in full 14.64 Somerset Twp. -Wage Tax 14.50 Bell Telephone -Business Phone 67.69 argaret Mcilvaine -Salary, Oct.Nov. & Dec. 675.48 enneth V. Thompson -Funeral expenses 1,955.80 of 1968. $ 8,776.87 000.00 $ 8,776.87 1968 Oct. Nov. Nov. Nov. Dec. Dec. Dec. Dec. 1969 Jan. Jan. Jan. Jan. Feb. Apr. Apr. Apr. Sept. Sept. Sept. 30 Wash. Observer Advt. letters 2 Drs. Berman & Smith -Services during last illness 2 Washington Hospital -Services during last illness 5 Brown & Biglow 10 Payroll Taxes 25 27 Bell Telephone 31 Paul Hickson 10 Nat. Underwriters -1969 Calendars -Oct. Nov. & Dec. Furnace check and repair work -Adv. Directory -Office Supplies -Fire Casualty 20 Unempl. Compensation-Final Report 14.00 99.00 100.26 150.00 192.12 15.90 84.50 17.74 9.00 4.58 20 Margaret Mcilvaine -Commission outstanding 558.68 21 Office Light & Heat -Oct. Nov. & Dec. 7 Somerset Twp. -Wage Tax 4 Bell Telephone -Cancel advertising 14 Internal Revenue -Tax & Social Security. 14 orest Lawn Garden -Grave Marker 26 eg. of Wills -Pa. Inh. Tax 30 reenlee, Richman, -Reimbursement for fol- Derrico & Posa -lowing advances: 0/15/68 Reg. of Wills -Probate and s. Certs. 14.00 0/18/68 Wash. Co. Reports -Adv. letters 14.0 0 8/18/69 Reg. of Wills -Filing Inv. & Bal. on Let. 7.00 30 Greenlee, Richman, Derrico & Posa -Attorney's Fee - 2 - 60.00 14.50 84.49 693.69 515.00 179.78 35.00 350.00 $5,981.35 Observer -Reporter WASHINGTON, PENNSYLVANIA' PROOF OF PUBLICATION In compliance with the Newspaper Ad-vertising Act of 16 May, 1929, P. L. 1784, as amended. Commonwealth of Pennsylvania, County of Washington, SS: ............ . Personally appea!'ed before me, a Notary Public in and for said County ·. Richard S. Cowan . and State, --------------.. --.......... , .... · ................................ -----------... who be1rug duly g,worn according to law, deposes and says tha;t he is the ... $..e_c_r.~_t_a_ry ............ .. of the Obsrerver Publishing Company, a I"enruS>ylvania corporation, and· its agent in thi-s behalf; that the said Company iS> the owner and publisher of th,e Observer-Reporter, sticC'essor to The Washington Observer, establ~.shed September 18, 1871, and The Washington Reporter, esta·blished August 15, 1808, a daily news•paper of general circulation, printed and published and havin'g its place of busines•s at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and published continuous•ly for more than six months• prior to the publication of the notice hereto attached; that the printed notice or advertisement hereto attached is a copy of an official advertisement, of.ficial notice,· legal notice or legal advertisement, exactly a.s printed or published in the ObSJerver-R!'l·porter in its regular editions on the following date or ·dates; ...................... · ...... · ............... . · October 22 29 and Nov. 5 1968 ............................................................ ,, ............................................... 7 .............. , ...................... .. that. neither thoe affiant nor the Observer Publishing Company is interested ~ In the.subject matter of said notice or advertising and that all of the allega- !~~ ~-thl• atfldovlt M to t~o ~~ i~lioo:lo~ Sworn to and w. 26752 subscribed before me this.,.5 ...... day or..No.vembe.r: ... 1968 ··~J::;:!;~~·········· WASHINGTON, WASHINGTON COUNTY MY COMMISSION EX~IRES MAY 6, 1972 -1 Washington County Reports. 83::sotnM=MAIM=~ Washington, Pennsylvania (PUBLISHED ElY 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 W ASHINCTON ) STATR Ol' PENNSYLVANIA ( ss. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, publis'hed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in this behalf; that the said WASHINGTON COl'NTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ... -................. o.~_t9J?.~.r. ... f.4_, ____ ,u_,_ ..................... .. ..................... N.9.Y.~_mb.~_r. _ __z_, .... l9.6.8. .............. , .... . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of <hi• '""'"''(Jl;;1; '"'&?:::~- ' -· -. ':"' Editor Sworn to a -:::;::..-::::::-:- 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 l·hose hav- ing claims or demands to present them for settlement to the Executors or f,.dmin- istrators or their Attorneys. 1' ••••••••• 0 ••••••• SPILLMAN, J. BOYD, Dec'd. Late of R. D. #2, Eighty-four, Wash-Ington County, Penna. 'Executrix: Della Spillman, R. D. #2; Eighty-four, Penna. Attorneys: Greenlee. Richman, Der-rico & Posa, by Gaylord W. Greenlee, Washi,ngton Trust Bldg., Washington, Penna. 3Ju tqr ~rp qau.a·' arnurt n:f lla.aqi_ugtnu Qinunty In the matter of the Audit of Account in \ Estate of _ __:J:....·:..........:B::...::.o.t...y-=d:.......::S:..~P:..:i:...:l=-1=-m=a.:;n~,--;--_;__.,......; No. ___ , 6"'-""-3_-_,.6'-'8'---~1........_3....,2_.9'----_,, 19 __ , A, A. Deceased. TO THE AUDITING JUDGE: Enter __ _!m!!.,yJ-_____ appearance for· ___ _:D::..e=.:::.l:..:l:.:a=--S=..&:p-=i:..:l:...:l::.m=a~n:...l,L-E=x:..::e::.=c::..:u=t=r~i~x~!:::o.:!:f~t"-!ho.!.e~_ ·Estate of J. Boyd Spillman~ Deceased. N.,R-Gounsel shall, by separate paper, present a concise statement of each ~ .H! clhlm, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. l r C.ouncil suggesting proper distribution shall file a separate concise state- i•·· ; ment _;in that regard. J t;O c::::.l oU)...d .::r z:jC... ........ a;>··· : --·<:( ·-'-? ..... a._ :S..? '!...:.._ 0 0 oz w r-' 0 (",.J ::;r::r:t-- 1 ~ 1 tLJ C.!} _ _J ::;;;;.: u:; i-z == U)- "':";)• v? -:c ---:::::> 0 - LL. <=:) 0:: L!..l U) :--c:::<t ... ·s: .. ~-C.' ll' u· _, c.P ~ c.J>, ~ ~-""' ('"" t.i'"J ~ r :,....\ .....,. ·0 0 :..-"-> -;&-,.-;'\ ~ .. ~-C) .. ....0 ·::;$- ~ ""· -~; o*-~ O?-:t-~ ('"" 0 No . .-o a: , , 19 __ , A.A . . :r '-· In re Audit of Account in Estate of J. BOYD SPILLMAN, Deceased. AUDIT Jrarripr fnr 1\ppraranrr FOR ___ DELLA SPILLMAN,_ __ _ Executrix· it Gaylord W. Greenlee Attorney .. :.:;: ============== '~J>-2 PETITION SUR AUDIT .~. ~~ .-~~-.--~ Testate Form j. I IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of _______ ;!_~_..I?.~Y.-~ ___ §_p~-~~~~~----------·--····-··-·-····'··· .. No. ______ ~}::.9.~::-.J:}~-~-----------·····------------~------- Fidu~iary ....... D.ella __ .S.pilliDan ________________________ _ ---·------·--·--·-----------------·------.------·······--------------·-----------------.------· Deceased Date of Date of Decedent's death ________ g_~~-~~~-;: ___ ~L--~-?.~~---------------------Grant of Letters ____ g_C::_~~-l?.!:!._}_~J. __ }_?.~-~--·---------------------- This is the ______ _EJ_~§_t. ___ ~_D_g ___ fJD.~L _______________________________ account filed in this estate If there have been former accounts filed in this estate, list file number or number and term·----------------------------------- -------------------·--------·-------·---------------------··--------------------------------·--------------------------------------------------------------------------------------------· Election to take Date Election Place of; Under a&~iXOO will. (cross out one) Filed ----------------------------------Record -----~------------------------ Name of surviving spouse .. ________ ... Della .. S.P..i.llman .. -----------... _____ . __ . _______ .... _ .. _. ___ .. _, ........ ___ . _____ .... : ........... __ ........... .. List issue, where material: I' I • Did decedent marry after execution of will? (indicate) ~-No. Any children born after executionof will? (indicate) ~~ N·o. If answer yes, name them _____________ .... ________ ------------__________ ...... ____ ........ ____ . ___ ........................ _ ........ __ .. -............. ___ .. . ' -----------------------------------------------·--------------------------------------------··------------------------------------------······----------··--··--····---------------------· ·Leg.atees Relationship Della Spillman Surviving Spouse List, if exceptions to above: Adeemed: Revoked: If partial intestacy, give facts: Interest Residuary Legatee Lapsed: Fiduciary, if deceased or not sui juris Abated: Give Cause: Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 parag.raph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? · Yes. !:14~ · If . any exception give cause:------------------------------------------,--- File copy of Notice . and date of mailing ________________ ~9.Y.~~!?.F. ... ?.Q_, __ .J9..9.9..~-------------------------------------------------·-------------------,------------------------ Is estate subject to the filing of a Federal Estate Tax Return? ................ ~.?.: ................................................................ . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .. .17..9..-.l.~ .......................................... . ' ' If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ...................... . .............................................................................................. ~.C?.!!~ ................................................................................... . 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 claim is denied. None. Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: Greenlee, Richman, Derrico & Posa -reimbursement for Filing Account advances: Cert. copy of Marriage Total additional credits (Subtract) Balance for distribution 17.00 Appl. 2.50 $ .... ?:;.?.9.1.!.?..? ............. . $ ................................... . 19.50 $ ...................... ; ............ -. ___ ..;:.._;...,;;;_,;;.. $ 2,776.02 ······-··-------------··------------ If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); ' - -~.~·-~···~--~-~---. ··-··· ···~ . ..,.,--,_..,-.~-----.,......--..,......----------------- If Family Exemption claimed by Petition, give place of Record: ..................................................................... :-····: ...... . If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ............................................... . List any advancement or distribution on account that has been made, and nature and amount of same: None. Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: Award the entire balance in the estate to Della Spillman, the residuary legatee. / COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above namedf.iduciary or representative thereof, being duly ............ SXlOrn .............. doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. No. Estate of .... :J.! ... ~.9.Y.9 ... ~.P.iJ1mi=l.D ............... . .-' Deceased Fiduciary Della Spillmanr ............................................................................................................... Executrix. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: pa rag ra ph 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 attest copy of Will. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the 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. ·····Ga·yTor·a··w:···G:rreeiiTe·e-······Aii~~~~;;··· ~2 / "Vd ···o~ J~Ol~m~:H$11! S 1 J:l h\ ..:! 0 1:13 ..L$:1lG'3lJ!l (0lNHJV:~ TJ3'SS:i11~ ~0 ~ 1-!d . Li WJf OL~ 6r (J 3· -, l,j -_..,_-,.....~:_-~;,!.~~--' '{_-:-:?· ~ -•-, :?",-,-.•'• .f •v-::;~~ ,~,r ~~~. . ,r<r". J ~ .,! , ,,,,,~ .. ~ /, ,.. . ,~ ·'\ •••••••• •. <''):· "'' ~ ... . ... "-. $ ~' .. ·:__ (; ~ ... / 2 <-=-· •• • -'\ ~ 2 . : (_:> ;\ ' l ~-~~ ;,.::, \ ~: -.. _.., ~ ... \':;\.\~ ~ ·~ "',.,. t' ,_-.. "" • ~ <1 r'" • ~ "" "',.?,. ~-/1 i, ,\\'' ,,,,,,,,l(l~<jll:t~ ~ I In t4t Q!nurt nf Q!nmUUtu Jlrns nf lfnsqiugtnn Q!nunty, I Jrnnsyluuniu, ®rpqun~' Q!nm1 ilitrininu ESTATE OF N 63-68-1329 o. __ .....:;;...,.::.........;=-=...--=..._~.!..-------- J. Boyd Spillman, In the matter of th~e __ F_i_r_s_t_a_n_d_F_i_n_a_l_ deceased. Account of _ __;D::;..;e:;..:l::.:l::.;a::;;;.·....;S;;;..p=i-=l-=l=m:.=:a .... n.__ __ _ Executrix ADJUDICATION AND DECREE And now January l7 , 19_1Q_, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the balance fOJ distribution in the hands of the Accountant is determined to be $ 2,77Q..02 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 mode' a port hereof, unless exceptions hereto be filed sec. reg. or on appeal be taken herefrom sec. leg. SCHEDULE OF QISTRIBUTION ,I Balance per account _________________ _ Additional credit asked at audit 19.50 Balance._ ____________________ _ $ 2,776.02 Deduct Clerk's Costs & Receip'--------------14.00 ... AMomey ___ ..:;.G.:..r..;:;e..;:;e.:.:n:..:l:.:::e;..;::e;..J,L......:.R;.:i::..:c~h.::.m~a::.:n.:.a.., _D:;;.:e:.:.:r:..r~i ~c~o~&--=-P~o~s.iiiia __ $ 2, 762.02 ~ ,j,-fo -70 {Jp~,: ;4;, :JA Della Spillman, widow, residue, 2762.,02 ~~~~, . No balance &;t. 0 ~ ~ ':"" (: z '~ . :I a o+ p ~ :r s:r c: C1) :I 3 ty () .... .... 0 a -· .... +-'\ C1) ~ ... .... 0 -· .... b o+ :r C1) t = .. -~ -~, ~ +-'\ ~ ~ ·--- Fonn No. RCC-62 (12-66) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER .10,000, UNDER SECTiON 701 OF ACT OF JUNE 16, 1981, EFF~IVE .JANUARY 1,1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) . / <'f *' OFFICE OF THE REGISTER OF WILLS County of .... ~~~I:~.~<J:t.C?~ ......... . . . . . . . . . . . . . . . . . . . . . I?~.~~~ .. ~1?-~.~~~.~~ ........... of 13-: . .I?: .. ~ f.1 .. ~}.,gJ:rt.Y.-: fP.lJ+ ,, .J;>ennsy.l vania . (Name) (Address) being duly ~---------~~-~:!:. ................. .according to. law, deposes and says ~haP he is the ..... E.:Ke.c.u.t.rix ........................... : ... . ·. (Exec., ~~5'c5{ of the estate of ............ ~.: ... ~-~¥-~ __ .§_e~-~~~~~---····--whose last residence wasR.~_Q_._lf..L ... !':;.i_gh.:ty.:-, .. fQ>JJ..r., .............. .. · (No.) Street .......... ~~-~~-~X-~.'Y.:~E:~~-------------·deceased, and that the whole of the estate of said decedent, who died _Q_~j;_QQ.e.r .. ~-#----19 6 8 (CitY, Borough or Township) (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN0ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT. OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value ' ~ leV 1\l ,..,..,.., ,.., /L/1 ')J1 ~ /l --~ ~ ""'v- ( L ?~vr ~" . r<o~l.Y r/· .. ' ,. 0 )\ \ \ .I \/'" !W" \_/ ~ . · . . ~' ·,. Personal Property Cash Transfer from Trustee Account $1,600.00 Federal Mu~ual -Commissions 480.02 National'· Mutual -Commissions 480.85 .. County Courts -Fee 16,/00 Appraisal Fee 200.00·. Sale of Insurance Business known as J. Boyd Spillman Insurance Agency of Eighty-four, Penna. ---6,000.00 $8,776.87 . /. 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. ..., . : • i I I I I Jointly Held Property Estimated v Value .. ~ ) c• - None .- ~ ' Transfers within TWO YEARS Prior to Death t ·; ( .. !"', None. • ,· ~ l ·I .• ~ ·.r·J . . ~ '"' , •. ' 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· following:- THIS s'AFE DEPOSIT BOX RENTED I NAME AND ADDRESS OF BANK OR OTHER INSTITUTION RELATIONSHIP OF JOINT IN WHICH DEC~·EN.T ~ENTED A SAFE DEPOSIT BOX .(> .S IN NA_ME OR NAMES OF -' ~O~DERS TO DECEDENT . None. - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their aqdresses 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.) DECEDENT Della Spillman C>U.LV~V~li'::f hO vr!': Residuary Soouse Yes T .LJC'::::10.'-CC - - ' . --------,......--------~-~-----.-- ,/ ~E.S'iDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED ,~qOTE: .List first five items in the spaces so provided, observe notations thereon, and instructions' • , DEBT OR CLAIM • " · • NATURE OF SAME AMOUNT THIS COLUMN .-------~~~~~~~---------~-------~~~~~~~~----------,-~~~~T--m~EGISTERuNLY ,____ ~K __ e_h_h_~'e_t~h=~--~:V~·---~-:~~?o~p_s~-o~~~n~-·~----~-F_u~n_e_ra_l_e_x~p_en_s_es~pa_i_d ____________________ ~$~~1~9L5L'~~~~~o~~$~------~-- OTHER DEBTS AND CLAIMS 1968 10/ 7/68 Sandra Bibbs, R.~. 10/ 7 Norma Berish P.P~N. 10/24 Somerset Twp. 10/15 Book-of-month-Club '10/28 Bell Telephone 10/25 Margaret Mcilvaine 10/30 Wash. Co. Reports .10/30 Wash. Observer 11/ 2 Berman & Smith _11/ 2 Washington Hospita 11/ 5 Brown & Biglow 11/31 Paul Hickson Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees • Fiduciary commission • ( •) See Note below Services during last illness II II Wage Tax Payment in full II Business Phone -October Salary-Oct. Nov.,·Dec. Advertising Estate Adve·rtising Estate Servicei -last illness Services -Last illness 1969 Calendars Office Supplies II October, November, December. 12/10 Payroll Taxes 12/25 Furnace Check & 12/27 Bell Telephone Re:t:air Work 1969 1/20 1/20 1/21/ 2/ 7 4/ 4 4/14 4/ 2 1/10 Unemployment Comp. Margaret Mcilvaine Office Light & Heat Somerset Twp. Bell Telephone Internal Revenue Forest Lawn Garden National Underwriters Advertising -Directory Final Return Commission outstanding 1967 and 1968 October, November, December Wage Tax Cancel Advertising Tax & Social Security Grave Marker Fire & Casualty 350. 0 25. ( 0 50. ( 0 14 • I Q 14. 4 67. 9 675. 8 14. 0 14. ( 0 99 .I 0 100. 6 150 .I 0 17 •. 4 192. 2 15. ( 0 84 • I Q 4 • I 8 558. E 8 60. ( 0 14.1 0 84. 9 693.E 9 515. ( 0 9. ( 0 Total $ 5 ' 7 8 0 • 'p 7 Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,-commission oio debt is greater or less than the estimated amount claimed and allowed. / Af2.d&.~.~ .. : ................... .. Della SpillmartExec or-~~ 0 ••• R •.. D ..... #2 ........ 0 0 •••••••••••• 0 ••••• 0 •• .-. (Street. Number) -c ' / \ ... "' ..... ,__,-Hav~~-be:·~-d},JlY:_:s,iu~}.~ifccor~o law, I do hereby certi that the above appraisement is rna~ in conformity with law on this •• 0 •••••••• 0 ••••••• :~ ... :,.,~~t:r?. 7 ... r day of 0 ••• 0 ••••••• 0 ••• 0..... • • • • • •••••• ; 0 "/' ••• , 19° 0 ?A 0 ~/~ . ,,,,., ... ~/.l....... . ................. ~~~~ In the event that any future interest in this estate is transferred in possession or enjoyment to collateral · os of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby exp1:essly reserves the right to appraise and assess transfer·inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE _»G~TER I, the undersigned duly elected Register ·of Wills in and for /0 ~-~ . . . . . . . . . County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent, pt 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 le s amount pre ents the sum allowed as a deductio~. Datod' · · · ·~ · .ZJ!,. /.f.~.· · · · · · ·. · · · · · · · · · · ·. ;.eg,;t.;~~i Wiii;%.~ · f :-·"""---:·. , . ~ .. ... -.. .,-- ! -:..; 0 . ,., --· -~ Fonn No. RCC-62 (12-66) Will l . . . Administration SNo. · · · · ...... ~~ar .. · ... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF •••••• o.T ~ •• E}9XQ. ~.~+~-~~:t'! ........... . · Deceased Late of ... Eigh ty.-::Fo.ur. : ............ . County of ... ~~shington · ......................... Commonwealth of Pennsylv~gta 11 -. u:> 4!¥;~" ~~-~ ~ r REPOR.! ~J;) APPR1\ISA;L -4 .-=:! ffl -l ~ <.-'":ln'lr· co .. =i~r-0 ,Q ,.-., ~,..,..-~ ... ·'7; ~ 0 ----~ 0~"""' ; r-z '"OFo l> q> -' ~ ::1: "" :Cnl .... -, . • -)<~ trJ.:_- ': ..... !_.;' • ...r .--.;~~> ~ ,. ~~ ·--:-&, ··:-":·. .-::.·~>. ·1.:..--~14 . ~: ~~~'-- ';> Greenlee, Richman, Derrico & ·Posa A ~ 325 Washington Trust Bldg. 1 washington, Pennsylvan~a ,. 1').". :: -l "' ·L~~~.:.\·:. :· :/.~;}··..,~ ,, .: ''"' \\ r· q c··. ~-: ~ ::-f ./ -"'"~":~ _, \ -:: \ 0 t u ·;;:-··flO'\'\{\: :::. -~ •1-··. J •.. t~.: ~::; 2 ";-,.. /, ,:··.. • •• •• ,,t: J :;" _., ii; ~' • •,. • • 'I I' c) ,' ,,,~ .\ fj • "i\ \,_ ,,'' f,,, ,,.'-\ ti/HIII1''''1 ... ,. RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE B.UREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEASE REF&:R TO 37-154-1 NOTICE OF FILING OF APPRAISEMENT DELLA. SPILLJ.VJAN (Executor~~~· In Re : Estate o f ____ -..!:J..:.•;_· BO~Y:..::D::.....::S::.P.::I=L=LMA:.=N.:.._ ____ _ _______ W..:..:.:.:A.=S.:..:H=IN:.:.G.=.T=-O;:;.;N:.:..I ____ County -File No. 63-68-1329 Dear Mr$. Spillman: You are hereby notified that the original appraisement in the estate of J. Boyd Spillman has been filed in the office of the Register of Wills qf Washington County on August 27 , 19 69. Said appraisement reflects·· the following valuations: , Real Estate _ __;_ _____ ___,,_,....,....,___,-- Personal Property _____ ~8~,w7~7~6~·~8~7 ___ Transfers ________________ _ Total ---------~8~.7u7~6u.~8~7 __ As to such tax that is paid within three months-from date of death, a five (5%) percent discount is allowable. As to any t;ax that remains unpaid after one year from date of death, interest at the-rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ___ ~A~u~g~us~t~2~7~1~1~9~6~9 __ _ Title W.R. CHANEY, DATE OF DEATH: October 1, 1968 Note: This is not a bill. ;1 RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT / .•. \ - SUMMARY Estate of_-=S=P-=I=LLMAN=.:.:...~'-=J=-• ----'-----=B=-=Oc:Y=D _______ DATE OF DEATH 10-1-68 FILE NO. 63-66-1329 (Last Name) (First Name) (lni tial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the va.lues set forth opposite each iteltl in the last column to the right in Schedules "A", "B", "C", and "E". Dated: ____ 0""'8...:-=2c.L.7=-~69L--___,..---._ 10-01-68 INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those, items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser.amount represents the sum allowed as a deduction. ./:J . _ Dated: 08-27-69 . . r ~ ~~ REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or $ 8~776 8.776 5,780 2~996 $ 37 8, 777i ~7 8,776 ~~ 5,780 .BO 2,996 annuities................... $·--------4-- ESTATE TAX ASSESSMENTS $ ----~-'---- Tax on · $ -------------,=--:~..-+::-=- Tax oil $ 2~ 966 30 6% 2% $ _______ ~~-=-- $ ________ ~1~.?~·9~~~-- Tax on $----------4--5% $-----------~----Tax on $ ________ --4--10% $ __________ -4---- $ _______ ~-- 87 87 59 30 VALUE AS REAPPRAISED $ ______________ ~_ Tax on $ ---------+-~ 15% Exemptions========1F== • Total Estate _______ -+--- TOTAL TAX $-------...1..----- (*) · As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue.·' Less tax previously paid $=======4== BALANCE $--------+--- Less 5% of tax if paid within 3 months after death $======== Add interest at rate of 6% from -----to ------ AMOUNT OF ESTATE TAX ASSESSED $----------+--- Estate tax paid $ _____ ___. __ BALANCE DUE $ ______ ___,~.. __ _ Add interest at rate of 6% from -------~·0-----$---------4--- TOTAL TAX BALANCE $ ----------+--- PAID $ ---------....L---- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same sh·ould be noted below, with short explanation. t;-'. ··'!.· / Will Administration ! No .................... Year IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ... J .... B.OYD .. SPILLMAN ........................ . Deceased Late of ....... EIGHTY .. FOUR ................................ . County of . . . .. .. . . . . . . .. .. .. WASBJNO:'rON ................... . Commonwealth of Pennsylvania REPORT AND APPRAISAL .- .. · -~ ... ~ ·: : -;. • • ~.; ~:.~ ~ .. '• :~4! :·: :.-.. ·.:·:.:~:<~~ Fonn /iCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX . ' . APPRAISEMENT DATE ................ .A:Y,W..t. ...... ?,.7~ ...... ;!,.9.Q9 .......................... . CO'ONTY .................... }i~·~·~·~·~·~·~ ................................... . FILE NO. .. ............... 9J.::.Q.$.::JJ.?9 ............ -........................ j Whereas, ...................................... ~.! ..... ;J?.gyg .... $.P;!J.:~.P. ........................................................ late of ................................ ~.~gt:l..~.Y .. .¥.9.~.!. ...................................... .. in the County of ...................................... W:iii.J?.hingt.on ........................................................... : .... Commonwealth of Pennsylvania, having died on the ............................... l .... !;!tt ....................................... : ........... day of ................................ 9.9..t.91?.~.r ...................... 19 .. 9.?. ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................ ~.~B .. ~ .... .9.~.~P.:~.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 Description of Asset Values Made for Inheritance Tax Purpoaes $ PERSONALTY: Transfer from trustee Account 1,600.00 Federal Mutual -Conunissions 480.02 National t4utual -Commissions L 80. 8_5_ Countv Courts -Fee 16.00 Appraisel Fee 200.00 Sale of Insurance Business known as J. Boyd Spillamn Insurance Agency of Eighty-Four, Penna. 6~000.00 8~7?6.87 8.7?6 87 ' I - [ . . ........ ' ~ Total 8.776 ~87 form~;·!:;~hb~"; ::~~w~ ~~~gl~:: o~·~~b~t~i;;;~~·~":i~ .. =~~·~~? . ·················· z··~ 7ff:.?;Ms;;;;;;·······························'-'"":: ......... ~~·· ··~·;J"············~jp;;;;···o;;;;;············································• Penna. I WASHINGTON ..................... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ························ ... J...! ..... :I?.OX.P. ... $P.;I:W.1AN. ········································· Deceased. Late of . .. . . .... .. .... . . ............. ~.lGH'IX .... f.P. '!JR . . . ...... . .................... . Date of Death, .............. .9.~!-.C?.~.~-~---~-? ..... !.9..~?. .............. .. AppraisemeHt Docket Vol., ................. 3.7 ............................. . Page, .... 1._5.4...,1.. ........................ No. .6J,.,68,-lJ29 ........... . Filed in Register's Office, ..... Aug:us.t .... .27.1.J96.9 .... . Am.ount of tax dtte, $ .................................................................... . . DEPARTMENT OF REVENUE -Received, Examined and Approved, Wrote abo.ut Appra.isement, ·Appeal f1'om Appraisement, Entered and charged, F!J r.:D I ...... t.... p '70 JAN 2? P!t 4 06 RU (' .. ~ ·:-I l '' . ~ I v,,t_<...-k.~r(/f·to FiEGlSTER or WiLLs WASHlNGro 11 co., PA. ., . .- ' .. ........ -------------------·----------------:-:---~:-~-, RCC·4 (8·68) CdMMONWEALTH OF PENNSYLVANIA: ~-. . . DEPARTMENT OF REVENUE ~ .. No .. A 0 s·1 0.0·1 OFFICIAL.RECEIPT • PENNSYLVANIA IN,.HERITANCE AND ~STATE _T~~ RECEIVED ONE HUNDRED SEVENTY -NINE and Della Spillman, Excr. 78/100 dollars From: c/o ATTYS. GREENLEE RICHMAN DERRICO representing Pennsylvania Inheritance or Tax due from the following estate: Address 325' WASHINGTON TRUST BUILDING WASHINGTON, PENNSYLVANIA 15301 L_ Se ember 26 1969 I . Dote of Poyn;ent --------''-------~-----i Nome of Decedent __ J_. _B_O_Y_D_S_P_I_L_L_MA_N ___ --1 County _____ W_A_S_H_I_N_G_T_O_N ______ --l Remarks: NOTE: To be delivered to taxpayer s E A L 37-154-l' 2% Tax on $--~------~·----------------·~ 15% Tax on $ _________ $-------'-------'--1•1 % Tax on $ _________ $---~-.,------ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dot~ of death Plus interest at the rote of __ %.from ________ _ to ___________ __ TOTAL AMOUNT PAID $·---~~----- 179'·· 78 $--~~~~--- $ _________ _ $. _________ _ 179._7:8 $·==~~~=== r .. . Received by ----L,...-..~~--;-::-------,;:--------:-......_ ___ Ii?ll NOTE: In ac~epting· the transfer inheritance tax an future estates, prior to the death of the life tenant or tenant far years, as evidenced by this receipt, it is understood that the Commonwealth shall nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of the,e. _ _J_~'Q'K/!.~~~~';J.~...L'....!!..:..::!~~::::::__ __ I[fl life tenant or tenant for years whenever it appears that such additional tax may be legally due collectible for reason whatsoever. I.:' j, ' 0 L.' L.. . _ __,;,._.. ___ _ ~·-