HomeMy WebLinkAboutOC1968-1341 - ESTATE OF FORREST SR·~.
W I L L
I, the undersigned JOSEPH FORREST, SR., domiciled at
South Strabane Township, Washington County, Pennsylvania, being
of sound and disposing mind, memory and understandirig, hereby
make, publish and declare this my last will and testament (here-
by revoking any and all testamentary writings by me heretofore
made), in manner and form following, to-wit:
1. I give and devise to my son, Joseph Forrest, Jr., all
my interest in the real property, where I now reside, designated·
as No. 1427 North Main Street, and described· in deed of Robert J.
Henry, single, recorded in the Recorder's Office of Washington
County, Penpsylvania, in Deed Book 549, page 669, for and during
I the· term of the natural life of my said. son, conditioned that he
faithfully and promptly pay all taxes and other charges th~reon
and keep the same in repair, with remainder and reversion to my
granddaughter, 'Mary Jo Forrest.
2. All the residue of my est~te, of whatsoever kind,
wheresoever situate, I give, devise, and bequeath to the Pitts-
burgh National B~nk, in trust, nevertheless, for the education of
my said granddaughter, Mary Jo Forrest, and for her maintenance
and support while attending school, with unlimited discretion for
the use of principal and income for said trust purposes and in
the investm~nt of the corpus and income of said trust estate; and
to pay over and distribute to said Mary Jo Forrest any balance of
principal and.income when she shall reach the age of twenty-one
years; F~rther, said trustee shall h~ve power to use principal
and income for the maintenance and preservation of any interest
which it or the said Mary Jo Forrest shall or may have in real
estate. Any substituted or succiessor trustee shail exercise and
be charged with all the rights and duties of the trustee as afore-
said.
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herebY make, constitute and appoint said PittSburgh 1
National Bank as _executor o~ this n1y will.
In Witness Whereof, 1 have hereunto ·set my hand and seal
h, \1--v---
this J Jt day of .,P.ct.&ber, 1964.
(SEAL)
named t~stator, JOSEPH FORREST, SR., as and-for his last will
Signed, sealed, published, and declared by the above
and testament, in the presence of us and each of ·us, who, at his
request and in his presence and in the presence of each other,
have hereunto subscribed our names as witnesses thereto.
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INVENTORY
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of all.real and personal estate of.: ....... J.QS.ErH ... F.QREES.T.,. .. .SR~ ............................................................ : .... deceased,
tate :r .... ~~-gJ. ... ~.<?.!..'t:b ... M§..~D. ................ st~t ........................... .' ........................... City ............................................. Ward
.............. ~ ........................................................ &rough ...... $.9.1J:t.h ... .S:t.r.g.J:?M.e. ........................... Township, Pennsylvania.
PERSONAL ESTATE SCHEDULE.
First Federal Savings & Loan Association
Savings Account No .. 18249 ·
Pittsburgh National Bank, Washington Office
Cffecking Account No. 802334
Ben Hur Life Association
Benefits due under Certificate
No. B-7354-105384
$ 5,465.41
736.72
4oo.oo·
$ 6,602.13
REAL ESTATE SCHEDULE
REAL ESTATE IN PENNSYLVANIA
vacant Lot 81 x 110 known as 1790 Donnan Avenue,
South Strabane Township, ~vashington County, Pa.
2/3 Interest in lot 165 x 264 North Main Street,
having erected thereon a 2-story frame dwelling
and a shed, known as 1427 North Main Street,
$ 2,000.00
South Strabane Township, Washington County,
Pa. ( $8, 000. 00) 5 _, 333. 34
None
MEMORANDUM OF REAL ESTATE OUTSIDE
THE COMMONWEALTH OF PENNSYLVANIA
$ 7,333.34
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AJI'II'IDA Vl'l' 01' EXIXJV'l'OB OR ADIIINI8TBATOR
STATE OF PENNSYLVANIA l
COUNTY OF ALLEGHENY ~ SS.:
Personally before me·, the undersigned authority, a Notary Public in and for
said County and State, appeared Chas E Enlow, Assistaat Vice President.
Pittsburgh National Bank
who, being duly sworn according to law, depose and say that PITTSBURGH NATIONAL BANK
is the Executor ~~::hl.m;i;r:rist:F3t:Gr
of the estate of JOSEPH FORREST, SR. deceased,
that the foregoing schedules constitute a complete inventory and appraisement of the real
and personal estate of . JOSEPH FORREST, SR.
deceased, except real estate outside the Commonwealth of Pennsylvania, that the figures
opposite each item of real and personal estate in the foregoing schedules are determined
and stated by the under~signe_d ~o be the fair value of said items as of the date of the
decedent 1 s death. .-/
this
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Sworn and subscribed before me ) Y~ day of ~~19f:!/) ~-,-)
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Pittsburgh National Bank
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FILED ~~~ bO -~ c ~ ~ .1:> . •rl
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON ~
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Chas. E. Enlow, Trust Officer for th~ within named accountant, being duly .
sworn according to law, deposes and says that the foregoing account as stated is
true and correct as he verily believes. •
Sworn and subscribed before me
this ' day of 0--:<:...J--
1969 ' £~_w~~
Register
WASHINGTON COUNTY, SS.:
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PITTSBURGH NATIONAL BANK
BY~~~
Trust Officer
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I do certify that I have given legal notice
to all persons concerned of the filing of the
within account in the manner prescribed by
Statute and Rule of Court, asbevideb~ b~ ~
proofs thereof filed to No. .3---g7 ot-
Witne~~nd official seal this ~~~
day of >VU , 1969
~uwJO..~
Register of Wills
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~~~ l;;" ~m r..;. rn H o o •.-I ·.-I c J69 ncr (!) 'r'i ;::! •.-I 'OS:: ::1 fZ.yft~" ~.~ r-Im 0 ·.-I :> C) ;jr-1 C) . 0 :> ~C) •..-~ z c:Q ~ ~ x· 0 rn ::1H ~~ U).f.)§ H 0 0 p::;rn 0 OIH 'OU ~;j(l) IH C) c • ~Hil-t '"~~ roo ~ E-1 .. ~
Q) c :J HIH s:: s:: e 'riO Q)Q • 0 0 ..c:u ~ H+'+' 0 ~ rn~ bObO .f.) •.-I (!) ·.-I H U)S::S:: ~ ;3:.C: b(}(l) ~ ·.-I ·.-I ~ J.) (1).4 ..c:..c: (!) o:::u ornrn ..c:o ~~~ ~.J.)
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The Court is respectfullY requested
to determine proper distribution i~
this estate ..
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
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ESTATE OF JOSEPH FORREST, SR.,. DECEASED
FIRST ANDAFINAL ACCOUNT OF
PllTSBURG~ NATIONAL BRNK
EXECUTOR
NO. 80751-1
PITTSBURGH, PA. SEPTEMBER 12, 1969
.
SUMMARY
SCHEDULE A
PRINCIPAL -PERSONALTY :~_·
Receipts Page 3 $ 6,602 13 /
Disbursements Pages 4 and 5 3_,!590 49
Balance $ 3,011 64
' SCHEDULE B
INCOME -PERSONALTY
Receipts . Page 6 ' $ 208 80
Disbursements Page 6 12 52
Balance 196 28
SCHEDULE C
PRINCIPAL -REALTY
Receipts·. Page 7 $ 7,333 34 I
Disbursements·y 0 00 I
Balance 7.333 34
. NET BALANCE $ 10,541 26
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JOSEPH FORREST, SR.
TR-2A REV. 9-62 '
THE BALANCE CONSISTS OF THE FOLLOWING:
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PRINCIPAL -PERSONALTY .. -· ...
Cash $ 3,011 64
INCOME -PERSONALTY
Cash 196 28
f PRINCIPAL -REALTY
2/3 interest 1427 North Main Street,
South Strabane Township, Washington
·county, Pennsylvania $ 5,333 34
Lots #95 and #96 Humbert.Plan, Donnan 0 Avenue, South Strabane Township,
Washington County, Pennsylvania 2,000 00 ·7,333 34
$ 10,541 26
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JOSEPH FORREST, SR.
TR-2A REV. 9-62
SCHEDULE A
PRINCIPAL -PERSONALTY
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'w-> . . .. . ...... RECEIPTS ' .·. -· -..
1969
Aug. 25 .Inventory filed $ 6,602 13
Sale and Conversion of Assets Without Gain
or Loss
1968
Oct. 24 Proceeds·partial withdrawal First Federal
Savings & Loan Association of Washington,
Savings account $ 965.41
I Reduction in carrying value 965.41 $ 0 00
1969
Apr. 17 Proceeds partial withdrawal First Federal
Savings & Loan Association of Washington,
Savings account 200.00
Reduction in carrying value 200.00 0 00
July 3 Proceeds complete withdrawal First Federal
Savings & Loan Association of Washington,
Savings account 4,300.00
Carrying value 4.2300.00 0 00 0 00
$ 6,902 13
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JOSEPH FORREST, SR.
TR-2A REV. 9-62
_, ..... _.., .. -.... ~ .. ·-·· DISBURSEMENTS
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Administrative Expenses
1968 . Oct. 28 Observer Publishing Co. -
Advertising letters testamentary ' $ 14 00
Dec. ·19 Pittsburgh National Bank -
' . Appraisal fee property situate 1427 North
Main Street 35 00
1969
Jan. 21 Washington County Reports -
Advertising letters testamentary 14 00 . 21 Russell Marino, Register of Wflls -
Letters testamentary $17.00 2 short certificates 2.00 19 00 Aug. 26 Russell Marino, Register of Wills -
Balance due on grant of letters 2 50 ·Filing inventory 4 00 Sept. 12 Pittsburgh National Bank -
Appraisal fee re real estate 1790 Donnan
Avenue 35 00
Expenses re maintenance and preservation
of re~l estate situate 1427 North Main
Street, South Strabane Township, Washing-
ton County, Pennsylvania -2/3 interest -
Additional :premium on Homeowners policy
' Y3020299 - 3 years from 11/1/66 -
I 12/9/68 13 00
Expenses re maintenance and preservation
of real estate situate 1790 Donnan Avenue
South Strabane Township, Washington
' County, Pennsylvania:
Liability insurance coverage -
8/26/69 1.00 Malcolm L. Morgan, County Treas.
1969 County tax -8/26/69 3.06
Delmer C. Larkin, Tax Collector
1969 School tax -8/26/69 10.33 14 39 12 Thomas L. Anderson -
Attorney's fee 725 00 12 Russell Marino, Register of Wills -
I Filing this Account 19 00
12 Executor's compensation 500 00 $ 1,394 89
' Preferred Debts
1968
Oct. 28 Piatt Ftineral Home -
Funeral expenses $ 1,034 60 Nov. 14 Dr. Benjamin Super -
Professional services 37 00
1969 :
Feb. 10 s. White's Sons-
Grave marker and inscription 492 60 Apr. 14 Grant E. Hess, M.D. -Professional services 10 00 1.574 20
Amount forwarded $ 2,969 09
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TR·2A REV. 9-62
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1969
Apr.·
1969
July
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JOSEPH FORREST, SR.
Amount forwarded
Other Debts... . ...
Dermer ·C .. Larkiri, Coll·ector -
· :1..968 ·S'chool 'tax -2/3 ·interest-· · ... · south -Strabane Township · ·. · · · ·
Malcolm-L. Morgari,-.. County ... Treasurer -
1968 County tax -·2/3. interest
South Strabane Township
Other Taxes
Russell Marino, Register of Wills -
On account Pennsylvania Transfer
Inheritance tax -6% of $8,000
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$ 2,969 09
$ 106 67
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34 73 141 40
480 00
$ 3,590 49
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,, JOSEPH FORREST, SR.
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TR·2A REV. 9-62
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! SCHEDULE B .
INCOME -PERSONALTY
! ' : '. RECEIPTS
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Interest·-Savings' Account .. . -~ .... ' -. . . ~ .... -
First .. Federa1 Savings & Loan Association of.Washington
12/31/68 . $ 101 25
3/31/69 54 64 \ . '
6/30/69 52 91 $ 208 80
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DISBURSEMENTS
E-xecutor's compensation $ 12 52
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JOSEPH FORREST, SR.
TR-2A REV. 9-62
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SCHEDULE c
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PRINCIPAL -REALTY . .
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. .. .•. RECEIPTS ~ ,. , .. , . .. .
1969. . ;· ... " . '
Aug. 25 Inventory filed $ '7,333 34
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DISBURSEMENTS
None
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Obsellr -Reporter
WASHINGTON, PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May, 1929,
P. L. 1784, a,s amended.
Common~alth of Pennsylvania, County of Washington, SS: ........... .
Personally appear·ed before me, a Notary Public in and for said County ·"'
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and State, ...... ~J:-~.h-~.~9. ... ,~-~ .... gg~-~.!1 ................... , who being duly s•worn ;~tate Eo~EJ~~~~~s F~~~1f~. · ~R.: S t deceased, late of .. South 'Strabane according to law, deposes and says tha.t he is the ....... e.~.r.e. .... a.r..Y................ TownS'hip, wash'J'i!fton County,
of the Observer Publishing Company, a Pennsylvania corporation, and its Penna.• ' ' · h' b h lf h h C · h 1' h f Letters Testamentary upon the agent m t IS e a ; t at t e said ompany Is t e owner and pub IS er o above estate havir.g been granted
th.e Observer-Reporter, slicC'essor to The W.ashington Observer, established · to the undersigned, notice is here· September 18, 1871, and The Washington Reporter, established August 15, by given to those indebted thereto
1808, a daily neW""'ap'B.r of general cireulation, printed and ·published and to ':make immediate payment, and ~... to"those having claims or demands havin•g its place of busines•s at Washington, Washington County, Pennsyl-to present ,them ior settlement.
vania, where it or its predecessors have been established and published .,, PITTSBUR.~IONAL BANK J continuous'ly for more than six month& prior to the publication of the noti'ce ~ l~x~cu;~r M . Str • t
hereto attached; thlllt the printed notice or advertisement hereto attached .' was0~r.giona~Pe11ni~ ,
is a copy of an official advertisement, of.ficial notice; legal notice or legal ~ THOMAS L•ANDERSON .
ad. vertisement, exactly as printed or published in the Observer-Reporter in Awttpr':'ey .. 'fllf . ,.,.,"'-~ud· \ ashmgton Trust-&eu mg .. ,
· 1 · · : ·tll · f ll · . "< . · ' Washington, Penna. £{ · .:~~ ... ~:~-~~-9~~.!_;.;._;;. .. __ ?.t: .. ~?~-~-~~~ .. :~-~~;;~i?.~i.::::~:;::::x9.:~:§.::::::: ~4J .. -·; __ • 68249~~-~
that neither th'B affiant .nor the .Observer Publishing Company is interested ~ .~ -, ~
in the subject matter of said notice or advertising and that all of the all-ega·
:~~! thl• affld~vlt ,. to t~o ti~•: ~~;;:;::::;;
• ~~~rn to ~• .uhM~~·~;g~1968
WASHINGTON, WASHINGTON COUNTY
MY COMMISSION EXPigES MAY G.slM?
Washingt08 Co~ Reports
Washington, Pennsylvania
(PUBL.ISHEO BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16, 1929, P. L.
1784 Sec. 3, paragraphs (3) and (25).
CouNTY OF WASHINGTON)
STATF. OF 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 COUN1Y 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 t'his behalf; that the said WASHINGTON COL'N1Y
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:
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that the affiant or the corporation in behalf of which he is !cting is not interested
in the subject matter of said notice or advertising and that all of the allegations of
<h;, •lfidov{)l;;};' "~:::6?~--
-------·--. · . · Ed1tor
Sworn to a subscribed before me this
---:9 • Estate~ces "-'
The er of Wills has granted letters,
testamen ry or of administration, in t~e
following estates. Notice is hereby given
to all persons indebted thereto to mak~,
payment without delay and to those ha"J
ing claims or demands to present t'hem
for settlement to the Executors or Admin-
istrators or their Attorneys.
• • • • • e • • • • 11 • • • • • •
FORREST, JOSEPH, SR., Dec'd.
.Late _of South Strabane Township, Washmgton County, Penna. Executor: Pittsburgh National Bank 6 S. Main St., Washington; Pa. • ' Attorney: Thomas L. Anderson, Washmgton Trust Bldg., Washing-ton, Penna.
.. ]n 1hr· I Cfonrt of
·Jn the matter or tl:e Au..!it o! Account in ..
· .. . ..
Joseph Forrest; Sr.,. Es~te or_-_____________________ ~-------------1 63-68~1341 No .. ______ , --------~------~~~~
·. Deceased ··
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. · · · .. ·• · ~-TO THE AuDlTI:\G JUDGE: .
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·-· E~ter ___ .:...m""y'----..,.---appearance ror __ · P_._i_t_t_s_b_u_· _t..:::.g:::...h_N_a_· t_, i_o_: _n_a_1_B_~-...;;l)k_...;;." ,;..__: _e_x_·e_.c_. u_·t..,.o_r_,_· ___ _
--._, ·and accountant •
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:-... .:.._ . __,.9_t_h __ .day or ___ D_e_c_e_ril_b_e_r_:, ___ _.. 19~
N. B._;Cou~s~t shall, br sep:~rate p:1p~r. present a concise sta'-.€..:tcnt of each
clai:::.t, with sup;~ortin; ca!cul:.tion o{ anr interest cl:!.i:J:::.oe . .:L Ob)~ct!o:::s
· to S.::J. account ::!5 tll~d. sh:1.ll b~ ccnciselr st:.~ed in a se,;;:!r:lt~ ·p:l;Jer.
Cour!dl su;;·~5:i:.; pro;Jer distribution shall tile a separa!t·e concise state-
ment in tl::at re;ard.
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IN THE.COMMON PLEAS, 0. C. Div.
No. 63-68-1341.
Estate of
JOSEPH FORREST, SR.1
Decea.sed
PRAECIPE FOR APPEANCE,
Of Pittsburgh National Bank 1
Executor, and Accountant.
Thomas L. An~~rson,
Attorney.
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No ..... ·-~~::~~::-~~~-~---------------------: ....... : .......... .
............................... "; .. :····------·--·-----·--·---------··-:··----------·;··.·····-:.···-----------· . Fiduciary ... : ... ~-~-~-~-~E.':l.~_g_l:J: .. ~~-~-~-~-~~1:.~~~~'----------
-------·-----:. ............ · ...................... · ...... : ................................................................................................................ . Executor .. ............................................................................................................................................ .
Deceased
Date of · · · . · · Date of
Decedent;s: death: .... ~~P.~7.~~7.~--~~-'---~2~-~---------------------'·-·-Grant of Letters ...... ~~~~~!:!:.}_~L-~.?-~-~----------------------------
This is .the ................ f.t.n>J .. :~n9. .. f.hn~L ............................. account filed in this estate
... . . .. ::-.
If there ;have been former accounts filed in this estate, list file numbe.r or number and term .... ~.<?.'J?..~ .. JU.~.cf. .......... .
Election to take (Not applicable)
Under or Against will. (cross out one)
Date Election Place of;
Filed .................................. Record .. , ........ , ................... .
Ncime of surviving spouse .... D.e.c.~d~nt. .. w.as. .. H .. W.id.RW~X ....................................................................... : .......... :.: ......... .
List issue, where material:
Not material
·Did de~edent marry after execution of will? (indicate) ~(No) Any children born after execution of will? (indicate)
DX.(~·o. )If answer yes, name them: .... _-----------------·;·------------------------------------------------'--------------------------·------------·---------------·
Legatees Relations!'lip
J.
Joseph Forrest, Jr. Son
Mary·.Jo Forrest Grandd~ughter
List, if exceptions to above: Adeemed: Revoked:
No exceptions_
If partial intestacy, give facts:
None·
Interest Fiduciary, if deceased or not sui juris
Life Interest in undivided 2/3 Interest
in real estate known ·as 1427 North
\ 'Main St-reet~ South Strabane Township,
Washington County, Pennsylvania
' Remainder ·Interest in undivided
2/3 Interest in real estate known
as 1427 North Main::Street, ·So~th
Strabane T9wnship, :Mash*ngton County,
Pennsylvania, and Residue of Estate.
Lapsed: Abated: Give Cause:
Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled
to ·notiqdCqurt R!--l!e' No. ·9' paragrapb ·.C: ·Section 6: Subdivision c) received written notice of the fi I ing of the account
and of call of audit? (Yes.) ~. . . . .
l.f any exception give cause: .... ~?.--~~~~P.~~~~~----------------I.
File copy of Notice /
and date of mailing ..... .9s.t:.9'J?.~X ... P.~---~-9.9.~------------------------------~------------------------/...·----------·-----·---·----·----,---·------·-----------·· . , I . .
Is estate subject to the filing of a ~ed~ral Estate Tax Return? ........ ~5? .....................................•.....................................
Actual payment ~ode on Pennsylvania Transfer l~heritance Tax. Amount $.4aQ,_QQ .. P.~~Q .. J'!!JY .. 2!t.,2 ... U.9.9 ........ .
If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... .
·----~~~~P.~--~~!:!:~~!:-~ .. :!E.~-~--~-?E.r: .. ~~~-~-1.: .. ~.?.? ... ~.?-~~---································································································· .
Give Names and addresses of all unpaid creditors w,ho are legally entitled to notice, together with the amour1ts
of such claims; state whether they are admitted to be correct; and whether the claim is denied.
None .II> ... .... -• ~ .. ~ -·
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 adjudicatio~:
Item 2 of Will devises and bequeaths the residue of estate to Pittsburgh·· Nat~onal Bank
in trust for Mary Jo Forrest until she reaches the age of twenty-one years. Mary Jo
Forrest attained the age of twnety-one years on October 12, 1969. Accountant, therefore,
respectfully requests your Honorable .Court to award said residue of estate direct to
Mary Jo Forrest without the intervention of a Trustee.
Balance for distribution per account,
Itemize any additional debits not shown by account:
:11
n
'I
'1
Total additional debits (Add)
Itemize any additionql credits not shown by account:
...
t"'
Total additional credits (Subtract).
Balance for distribution
$ None ... ·----------------·---------------
$ ..... N9n.~---·-·········-·······-
$ ... lQ..t?.~.t~.?.~---···········-
$ .. }.~-~~~-~-~-~6' ··-------------·-
If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value);
Cash:
Principal
Income
Realty:
Undivided 2/3 interest in property at 1427 North Main
Street, South Strabane Township, Washington County,
Pennsylvania
Lots Nos. 95 and 96 in Humbert Plan, Donnan Avenue,
$3 '011. 64
196.28
South Strabane Township, Washington County, Pennsylvania.
.,.
$ 3,207.92
5,333.34
2,000.00
$10,541.26
~-----.......--.=...--.-
If Family Exemption claimed by Petition, give place of Record: ........ J:':I.<?.~ ... l!l.P.PJ~<:.~~~~---···········································
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:
To Joseph Forrest, Jr., for life with
Interest in Real Estate known as
Washington County, Pennsylvania
attached)
remainder to Mary Jo Forrest--Undivided 2/3
1427 North Main Street, South Strabane Township,
(See Description of Real Estate as Item 1
To Mary Jo Forrest--Residue, including said. remainder interest ana Lots Nos~ 95 and 96
in Humbert Plan, Donnan Avenue, South Strabane Townshfp, Washington County,
Pennsylvania, in kind (See Description of Real Estate as Item 2 attached)
(See Election of Mary Jo Forrest to take Real Estate in Kind attached)
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it
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COUNTY OF WASHINGTON, SS:
COMMONWEALTH OF PENNSYLVANIA
The above named Fiduciary or representative thereof,
being duly ........... ~~~~~ ................. doth depose and say
that the fac.ts set forth in the foregoing petition are true And your petitioner will ever pray, etc.
to the best of.. .......... h.?-:~ .............. knowledg~ and belief.
.. S:W.9X.~ .................................... to and subscribe9 before PITTSBURGH NATIONAL BANK
me th ;,_ .d1L. ___ ... day ~--_____ Ng_y_e"'~-~-'-------------19 ___ -~?.
Signature of Officer ...... : .. ~!t:l..'-"(..tf.' .. /rdg_~ ...... : ......... . Assistant Vice President
..
Title of Officer!.".~ .......... ~.'?.~.~D: ... ~-~-~-~-~---··-~---····--······· ............................................................................................................................... · ................... ..
Office . February 1, 1973 ~· exptres ................................................................. . . MABEL E. RUTAN . -
NOtARY PUBLIC
WASHlNGTON, WASHINGTON COUNTY, PA.
ioiY CJ:J:..11SS!O~~ EXP;HS H'!EWARY 1, 1973.
..
-' ):. ~~-
•-• -:.J
No. 63-68-1341 .. .............................................................................................................. .
Estate of ........ -!,?.~-~-I!.I: ... ~.?.r:es t, Sr .. . .. ..................................................... .
Deceased
Fiduciary .... ~~!:!::>.~~~~!! .. ~~~-~~E-~-~--~-~E--~-~----
·················-~-~-~-~-~-1;..9_;-______________________________________ _
PETITION SUR AUD.IT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following, in conformity with Court Rules
adopted effective December 3, .1951, being
rule No. 9: paragraph b-e; and divisions
thereof: shown on pages 23-24 ..
1. Written p·raecipes of all Cbunsel in the
case.
2. Copy of order appointing Guardian ad ·
litem, if pertinent.
3. Copy of Order appointing Trustee ad
litem, if pe!:_tinent.
4. Proof of se~vi~e of above.
5. Letters Testamentary or Administration
C. T. A or an attest copy of Will.
6. Copy of inve~fory and appraisement . . ~
7. Proof of adveriisement.of grant of letters
if not filed wit': account ..
8. Certificate :of liens in case any· of the
funds for dist-ribution are from judicial
sale of real estate.
9. Signed and~ ;itemized. elections if a~Yi
distribution. in kind. t•" •.
10. Copy of Fe~eral Estate Tax return if es-
tate is subject thereto.
................. ~!!~~~~--~-"---~~~_:!:son . --------------------------Attorney
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sn11t-A JO H31SI83H pNll:lvW llJssnCJ
z t~d 0 l 030 6961
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~n t!Jt <ttnurt nf <1tnmmnn Jtlrus nf llus4ingtnn <ttnuuty,
Jrnnsylnuniu, ®rp4uns' <ttnurt Biniainn
ESTATE OF No, _ __,6w...3.1-'--...... 6...,..8<..:...,; ........ 1.,...3l"+-~l......_ _____ _
.Joseph Forrest, Sr. , In the matter of thei:O-___ F~i:r.._....s..,.t~a .... n..,.,d~F ..... i ..... n....,e. ... J_
deceased, Account of Pi ttshnrgh Nati anal Bank
Executor
ADJUDICATION AND DECREE
And now DctQtnnber /Cl , 19-6-9--, this matter came on for hearing,
audit and distribution at this session and testimorfy token; and thereupon, upon due consideration
thereof the balance for distribution in tthe hands of the Accountant is determined to be
$ -jO rf!fel 26 and the account is accordingly confirmed; and it is ordered,
adjudge an' ~c;eed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed
sec. reg. or on appeal be token herefrom sec. leg.
SCHEDULE OF DISTRIBUTION
Balance per account _________________ _
Balance'-----------------------
Deduct Clerk's Costs & Receip+c:.l--------------
AMomey ____ --.JT~.,~.h.ua.LLmUla:l..is:~.....~Iu.• ..... ..,~A~nu.du.ec...~.:r~s.uo.un _______ _
Russell Me.rino, Clerk o. c., costs in certifyin~
reel estate to Recorder,
John D. Woodward, Recorder, costs recording cer~
tification of real est~te,
Russell Marino, Agent, transfer inheritance tax
including tax due in life estate and remainder
interest, .
Joseph Forrest, Jr., son, specific devise of in~
terest in real estate for life with remainder
over, under the terms of the will to Mary Jo
Forrest, granddaughter, interest in real estet~'
as hereinbelow described, held in kind and dis•
27.50
tributed as such at the appraised value, 5333.34
Mary Jo Forrest, grandd~ughter, residue,
ing cash and real estate as hereinbelow
held in kind and distributed as such at
appraised value,
includ
descri )ed,
the
4999.32
$ lO,~l.j.1,26
$ 10.$41.26
$ 4,999.32
No balance
REAL ESTATE TO BE: CERTIFIED TO THE RECORDER O!F WASHIN }TON COUNTY
BY THE CLERK OF THE ORPHANS' COURT DIVISION
fl
Joseph Forrest, Sr., devisor to Mary Jo Forrest, dev~see of all
the right, title and undivided 2/3 interest of the devi~or in real ~state
as herein described, said real estate subject to the liPe estate as de-
vised to Joseph Forrest, Jr., subject real estate descr bed as, VIZ:
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ALL that certain lot or ground situate in
Washington County, Pennsylvania, rro~ting 165
of North Main Street Extension, and extending
the northerly line of Donnan Avenue 264 fe.et.
reserved. Improved with two-story 7-room, fram
1427 North Main Street. Being the same premise
ed in Deed Book 549, page 669, to Addie D. Forr
July 29, 1954, leaving as sole heirs, her husba
and two children, of whom Helen H. Forrest was ne.
l -.
e westerly side
Known as No.
deed record-
intestate,
h Forrest, Sr.,
said Helen H.
Forrest died intestate, July 22, 1964, leaving le heir her father,
the said Joseph Forrest, Sr., to whom was award d the divided-one-third
interest of the said Helen H. Forrest by decree of the rphans Court of
Washingto~ County, Pennsylvania, dated December No. 422 of
1965, A. A., recorded in the.Recorder's Office County,
~ennsylvania, in Deed Book 1226, page 193.
Joseph Forrest, Sr., devisor, to Mary Jo For est, de isee of all the
right, title and interest of'the devisor in a.nd to parce of real estate
describeq as, VIZ:
ALL those two certain lots of ground situate in
Washington County, Pennsylvania, known as lots os.
Allotment No. 1, recorded in said Recorder's Of ice
Strabane Township,
d 96, Humbert
an Book 6, page
110, fronting approximately 81 feet on the east rly side of Donnan Avenue
and extending back of equal width approximately 110 feet along the south-
erly side of Beech Street. Unimproved. Being he same ots conveyed to
Joseph Forrest, Sr., by deed of Washington Coun date January 8, 1946,
and recorded in said Recorder's Office in Deed ook 747, page 494.
CERTIFIED TO THE R~CORDER: DECEMBER 23, 1969
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS1' COURT DIVISION
ESTATE OF )
)
JOSEPH FORREST, SR., )
)
DECEASED )
NO. 63-68-1341
E L E C T I 0 N --------
I, MARY JO FORREST, devisee under the Will of Joseph Fo~rest, Sr.,
deceased, hereby elect to take in kind as a part of my distributive share
lots Nos. 95 and 96 in Humbert Allotment, NO'i 1 Plan, on the easterly side
of Donnan Avenue, South Strabane Township, Washington County, Pennsylvania,
and appraised as 1790 Donnan Avenue, South Strabane Township, Washington,
County, Pennsylvania, at the apprai~ed value of Two Thousand and no/100
($2,000.00) Dollars.
WITNESS MY HAND this ~1_,...,...:..1 __ day of October, 1969.
WITNESS: . ~-J,~/
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ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVAN,IA
In re Estate of
. . . . . . . . . . . . ~?~~P~ .. ~~:r:r~.~~.' ... s.r.~ ....................... .
Deceased
(
\ ... )'
RECEIPT
KNOW ALL MEN BY THESE PRESENTS That I, ................ }fa..rY ... J.C? ... F.<?.r.~.~.~.~ ......................... ,
do hereby acknowledge to have received from PITTSBURGH ·NATIONAL BANK ..... :e.:l:{.~.~.\l.t.O.J; ......... ..
.. . .. .. .. . .. . .. .. . of the Estate of .................... J.os.e.ph. F.o.r.r.e.s.t. , ... S.r ...................................... , Deceased,
the sum of .. ;E'p~;t; .. XP.P~.~ ,.:p::1.d. J{t~.e ... ~t,t.J;tc;l.r.e.c;l J~t.n.e.tY-:-.n.t.n.e ... ~t;l~ .. ~. ?/.1. QQ .. ( $~ '· 9. 9. 9. ~J ~ l1ollars, in
full payment of the amount awarded me under the decree of the Orphans' Court of Wash-
ington County entered ... P.~.c.e1Ilh.~.:r; .. .l.O. , 19 .. 6.9 ...... , at the above number and year; and I do
hereby authorize and empower the Register of Wills in arid for said county to enter and file
this receipt.
In witness whereof, I have hereunto set my hand and seal at ............................................... .
. . A3 . . . //1 I. j . . . . . t G t4 ...................... thts .... : ............... day of,. ........... ~ ................. A. D. 19 ..... .1.. ... .
WITNESS: '11J . .<A.<~~cye);{Q;£~.L
/.)l.M.:'~~~I:r,; H-;;,;,bert Allotment No. 1 Plan ,.~ .. -·71·~~=~
(SEAL)
17-9.34 ·REV.
$2,000.00
2.999.32
sXlt•999.32
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COMMONWEAlTH Of PENNSVl VANiA.
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COllECTIONS
RI~SIDEN'l' DECEDENT COUNTY OF ...... ~V...A..Si.HJN.QT.QN. ........................................... ..
B£POil'l'ANT: This return must be completed in detail and filed in duplicate, with will attached, with the
Register of Wills of the County whe·re decedent reslded; Return is due within one year after
dat~ of death, unless an exten~ion is granted by the Secretary of Revenue. (Section 703 of
the Int_teritance.o.nd .E.state Tax A,ct of 19_91. l
-.......................... J~~;;~:;~;.;E~;.:~~;:~-~:-~ ... :.:· .................................... } ;::::~: ~F .
(State full name of decedent)
~te of .... HA.S..Hll\IG:T.ON ......................................................... , ............... Co~mty aMo>~3ms_~
s~~ or .... P.ENNSYLVAN.IA. ........................... ~ ........................... }
. ss: .•.
county of HASHIN.GT.ON ......... ,.......................................................... . Bank
I , ...... C.b..9-.9. ... ! ....... E .. ~ ....... En .. l.9Y.f. ,~ ..... .A$ .. $ .. :L..~rt..ant. ...... Vi. .. c..e. ...... Pr.e..§1d.e..nt.. .. , ........ P..it...t .. 9.P1J..r.gh ..... .Nat. .. i..on.a.l E:tecutor
of the estate of the above-named decedent being duly sworn, depose . and say
Decedent . dled ............. , .......... S.ept ember.
Olonth)
.... : .................. 1.8 ............ , 19 ..... 68 ...... ,F testate leaving a last will, copy of which is he.ceto attached. }
(lin_\') . (Y~ar) l iWt<l!SitiR'!!' . •
Name and address of attorney
other authorized representative
whom all correspondence should
mailed.
;:} ...... ... P..;i,.t t 9..P.v;r..gtJ ..... Nat..i.onal ...... B.an.k............. . ..... . ............................................................................. ..
be. . s i.x: .. Sou.t h. M.ai.n ... st r ee.t,. -.Wa.shingt.on, .... P.a ........ l.5.3.01 ................. -..
That as such ......... E..X~.C..1J.t..Q.:r. .............. deponent is familiar with the affairs of said estate and the property con-
< l•:x.,cutor-M!lfti#l!miitiil')
stituting the assets thereof and their fair m{lrket value.
That at th.e time of death there was no safe .deposit box registered 'in decedent's individual name, or jointly
with, or as agent or deputy of another, ar in decedent's individual name, with right of access by another as agent
or deputy, with the exception of· the following:-
NAME AND ADDFESS OF DANK OR OTHER HiSi'ITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT DO)(
•.
THIS SAFE DEPOS!T BOX RENTED
IN NAME OR NAMES OF
---------. . .
'RELATIONSIIIP 01-' JOINT
HOLDERS TO DECEDENT ----~·----
That the contents _of said safe deposit box or boxes are itemized 1mder Schedules of this ---return, with the exception of· the followj_ng,. for the reasons her.~inafter set forth:
That Schedule A attached 1'\ereto and made part hereof sets. forth fullv and in'·detail all the.
real·property in the Commonwealth of Pennsylvania of wh:tch decedent died having an interest therein. It
also sets forth the mortgage encumbrances upon e~tch parcel of real property at the date of death, giving
the amount still due at death, name of mortgagee, date, rate of inter~st, and book and page of record
thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels, the estimated market value thereof as of date of death of decedent.
That Schedule 8 a~tlj.ched hereto and made part hereof sets f'orth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent
at the time of death, whether in 'decedent's inunediate possession, standing to decedent's cred! t in banks
of deposit, savings banks, trust colllpanies, or other institutions, whether individually, or in tr•1st for·
any other person or pefsons. giving' also separately the accrued interest thereon, lf any, down to the last
interest day prior to decedent's death in the case of savings banks, 'and to the date of decedent's death
in all ot~~:;:lases; all bonds, postal savings, treasury certif.icat:s or, notes and other evidence of in-.
debtecines~s:>.-tif the Un.i ted States to the decedent; all obl1gat1o.ns, whether by statute or agreement they
are des:i~ill~ted as tax free,. of the United States, o~ any s·tate, or political subdivision thereof', or of ~-' . any foreign country, wh.ich are owned at the time of death; all wearing apparel, Jewelry, silverware, pic-
tures; books, works of art, household furniture, horses,· carriages, ttutomobiles, boats, and any and all
o th~r. personal chattels of whatsoever kind or ntt ture, left by decedent., together w.t th . the fa.irl y estimated
ma.rke t V F.lllle ·thereof; all bonds fl.nd mo r tg«.!!f:S held by rieceden t and 0 f all c). 8,ims due and Ol'ling decedent
·.at the t.tme of death, and all 1)romissory notes or other instruments in wri t.ing for the payment of money
of which decedent ciied possessed, of whatsoever nat11re, with interest thereon, i .f any, giving the face
value nnrl estim<tterl fair· morket value. ttH~l'N>f, and if such est:imatcd i'air mHrket value be less than the
fnce value, .i.t sets forth briefly the r'<'HlSons J'or·such rlepreciat!on ·a:; to ee.ch item; all moneys payable
to the estate from life insurance polictes cnrriert by decedent; all annuity r.nd endowment contracts the
proceeds of' which wet·e payuhl~ upon the death or the deeP.dent; anrl nll the corporate stocks unct divldends
rlue thereon and unpaid as of the d11te of' dcHth, bonds 11nd nccrueri :interest thereon to the date of dece-
dent's .dcitt.h ·nnrJ other investment. secu.-:l.t:ics owned l.Jy the de~edent at the time of death, 11ith the market
,-a·luc· thereof' ut such time.
.. '•
In the case of securit:Lcs of' close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the· date of death. The sr:hedule 11.lso sets forth the interest of rlecedent at the time of
death in any co--partnership or business, and ill support of the vulne of such interest there is annexed to
said s<~herlnle, financial statements showing the assets and liabUities of said co-partnership or business.
A copy of the co-partnership agreement, (if' oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the charar:ter of the business, its location, and such other facts
·pertni.ning to the business as may he p·ertinent to a fair and just appraisal of the decedent's interest
therein must be submitted. It should also set forth in itemized form, together w.ith the fair market value
thereof, any other property owned or bequeathe<l by the decedent at the time of death.
'fh8 Schedule C attached hereto and l•Hlde part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or
·after rleath, said schedule sets forth the nature and value of such pr.operty, to whoin traJilsferred, the
relaHonship of the transferees to the decedent, the proportionate share received by_ each transfe~ee and
all other facts of a pertinent nature regarding said transfers. · In the case of transfers intended to
take effect in possession ot• enjoyment at or after .. death, there is also attached .to the schedule a copy
of the deed, trust agreement or other instrument creating the trust. Ther~ is also set forth in said
scherlule a list of all property, real and personal, with its value, which pa~ses at decedent's death by
-virtue of the exercise by rlecedent, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part he-reof sets forth the names anrl addresses of all
persons benefi.cially interested in. this estate at the time of d_ecedent' s death, the nature of their res-
pective interests, their relationship, if tmy, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named j_n the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary.
That Schedule E attached hereto .and made a part hereof sets forth all property, real and per-
sonal, ow::1ed by the decedent .Jointly wltll another or oUu~n:;, . .includi~tg intungiblc, st:::.nd:!.n;; in the nl'.me
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-01mers to the decedent.
That Schedule F att~ched hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of arlministration of this .estate; counsel fees and fudiciary' s
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing ancl unpaid at time of
~ . death; taxes accrued charge_able for period prior to decedent's cteath. (except_ those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collrateral pledger!. for obliga-
tions~ if any. It is agreed that the fiduciary wi:l) present proof of ~aid claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register o:f Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B"1 "C", "E", and "F" as directed therein,-
have been carried forward and properly registered in the Suilunary. ,._._J-
Subscrib€d and sworn to before me this ............................... .. Pittsburgh National Bank
·····--······----~·-··················day of ....... {;{;~4;~:?.~~-9 ..... ~;
............... ~~:······················
Assista.ilt
...... ~Y .. ; .. ,.. ............................................................... Yt..G..~ ..... :P..r..~ .. §..!.
(Executor-~
...... S.i.x ..... S.QJJ.t..b ..... M,;;.i.n .... .S.t.r..e..e.t ..................................... .
(Street Number)
..... Y!.~~.0..~.0._g_~.?.-~.1. ..... R.?-.. ~ ........... ~.?.~.Q~ .................................. .
(City or Town and State)
NOTE: DP. fore s.tgn.ing aff'idavi t make snre all blnnk spaces in the aft'idavi t and schedules annexed are
filled in with details ot• the wor·d "None'', and in case the nssets include rare and unl.isted securities,
securities of close or f'am.ily corporat:l.ons or an interest in (lny co-partnership or bus.iness, that the
rl11.ta nnd stntemP.nts rcrwtrerl unrler the pnru)!;rnph al>Ove rel<tting to Schedule "D" are attached. Also make
certain that column #1 in the "S11nmlftry" has been pnoperly completccl as above-directed.
~·-. .. -----r .. ~--· .. ·~·.
• • .a.-. ~-...... ) -~ ....... .
~CC.:-34 i;-64)
COMMONWEALTH OF PENNSYLVANIA·
DEPARTMENT OF REVENUE
BUREAU OF COU~lTY COLLECTIONS.
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT . i
SCHEDULE "A"
-REAL PROP::RTY * .
' .
f(eal property in Pennsylvania, with statement of r.10rtgage encumbrances upon each parcel at death of dece-
Jent. Where property heid as joint tenant or tenancy by entireties, report on Schedule "~". Property bid l>y
the, decedent as tenant in common with another or others, should be identified as to quantum of interest and
the estimated value should bP. that of the decedent's interest_only.
The real property located In the C:ommo('lwealth of Pennsyl:~nia s~ould bl' -·--·-(-1-)-----,r----(-2-) -----r---(-:1-) ----
described by lot ond block number, str~et ond street number, together with D~PARTMENT
o general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title; If a form state number of a-FOR YEAR OF ESTIMATED CAUTION ere~; also statement of mortgage encumbrances upon each par_cel at death . DECEDENT'S MARKET VALUE (Do not writo
of oeccdent. Taxes, assessments, accrued Interest on mortgages, etc.,are D"ATH In this .space)
to be listed on Schedule "F" and must not be deducted from this schedule. ~
Vacant Lot 81 x 110 Known as 1790 Donnan
Avenue, South Strabane Tcn•mship, Hash ington County) Pa.
2/3 Interest in lot 165 x 264 North Main
Street, having erected there~n a 2-story
frame d·Helling and a shed, };novm as ~
North Main-Street, South Strabane Township,
Washington County, Pa. ($8,000.00)
Jj)/ YJ.-;-~'4? I fJ
Insert this total opposite "real property", Schedule "A" rn the X X X X X
".\:.Reported" column on the last page of this return.
$ 2,000.0
5,353.34
........
• ')'
RCC-35
COMMONWE!\.LTH OF PENNSYLVANIA
TrtANS.FEil. INHERITANCE TAX
rtESIDENT DECEDENT
SCHEDULE "D"
PERSONAL PHOPEH.TY
INSTRUCTIONS: This Schedule must disclose all tangible a.:nd intangible personal property owned individually
by the deceden£, at the time of his death. Property owned by the decedent jointly with another or others
must. be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to .P. Q, D. U. S. Savings Bonds. and tenta-. ·
· tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g •. Jewelry, wearing apparel, household
goods, and f\trnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank,
. 0 stocks, ·mortgages, notes, together with accrued interest or clividends, salaries or wages, insurance pay-
able to the estate or iirtuciary in s.aicl capacity, partnership interests, interest in anyundistributed
estate of' or· income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
I tern
No.
...
ITEM
List and describe fully
. ;
First Federal Savings & Loan Association!
of Hashington
Savings Account No. 18249
Pittsburg~ National Bank, 0ashington
Office Checking Account No. 802334
Ben Hur Life Association
.. Benefit~.due under .. Certificate
No. B-7354-105384
.. ,: .. ~ ..
." ··, ·F:· .. : .. ~ . ~·
-~... ' . . · ... ·. ··.·; -~·· i. · .. ; . . .,
UNIT
VALUE
ESTIMATED
MARKEl' VALUE
$ 5,465.41
736.72
4oo.oo
DEPARTMENT VALUATION
(Do not write in
this space)
-~, '/ ·.64~···
Insert this total opposite "Personal Property", Scltc:dulP "!l" in
the "As Heportcd" column on the last pn_~·~ of' this rct.urn.
X I .
X 1$ 6' 602.13 1
I I
h
... ~
FlCC-37 (12-63)
C'm.DION\\'EAI.TI! OF PENNSYYLANTA
TH:\NSFEH IN!IEHITANCE T.AX
RI::SIDENT DECEDENT
BENEFICIARIES AND ADDRESSES
State full names and addresses of all who
ave an interest, vested, contingent or other
wise, in estate)
Joseph Forrest, Jr.
1427 N. Iviain Street·
1:!ashin2:ton Pa 1'1~01
Pittsburgh National Bank
Trustee Under the t\fill
Paragraph SECOND Trust for
£;Iary Jo Forrest Grand-
daughter
t.Iarv Jo Forrest
1427 N· . Main Street
Hashington. Pa. 15301
.. ' ' ,....
SCHEDULE "D"
BENEFICIARIES
RELATIONSHIP SURVIVED (If step.childrcn or DATE INTEREST OF
illegitimate children DECEDENT OF BENEFICIARY
arc involved, set STATE YES IN ESTATE
forth this fact.) OR NO BIRTH
Son Yes Life Interest in
Real Estate
.. . .
.
Granddaughter Yes .. Beneficiarv Under
Trust
.
Deponent further says that all the above-named beneficiaries are living at this time except below:
' NAME DATE OF DEATH RESIDENCE
-
-
/"
/ . ....-·
Will
Administration ! No ..................... Year ............ .. .... .
D1 THE
~lA ITER OF THE APPRAISE?vtENT
OF THE
ESTATE OF.
.................... J.o.s.eph ... Fo.rr.e.st., .... S.r .•...........
Deceased
· · 1427 ,., 11n...,. ~ St t L1te of .............. ~~ ..•.... 4'.J,C?,.l~.~ ....... r.e.e ............ .
South Strabane Township
County of .. W:a..sbingt.on ................ .
Commonwealth of Pennsylvania
REPORT AND APPRAiSAL
S~71(! .:10 (t:flSI!J]CJ ouhtvu 77Jss:m1
ra :·z lid
s:r; en't stsr
0]7/J
t
•
I
I ,,
lj
" I
I I
I I
(Executor-Administrator
must complete "As
Reported" column #1.)
G) ....,
d ...,
~
V> ::l "' "' ......,
>-l C1l .... p.; "' X s:.> ~ C1l
'"'0 ...... ;..u C1l (!) ..., e. ~" 0 ::l '"0 p .... -0
~ '"0 C1l "' ..., 0 -< '0
I:Tj
"' ..... s:.>
C1l .... ..... '< ..... C1l
·I I
II
C/l c: ~ ~ >
'I
---.
V> (') ?'"'
q
~ o(~') .;;1.) -101) 1-'
0J
\0
\o w I;.J1 • ~ ~
......... ---.
. C.l"l V>
(') (') ?'"' ::l"'
~ ~ i
--I O:l :> ' ~ : I
i ~""-' I ~~----I .;. ... > I :0\VJvo ocv-Nw ~-:. • "0 ..... , :)-J w 9 ._. L0 +::-,..;. . : ~
~o000«;"f/"~ ~
.... ~: "~ \~~ \): ~~)?_I' :~ ~ ·a :~ ~ ['V'I ~: .. :~ !~ ~.'""'/! '· '' ~ :": ~r. 1·1 ·~·~,-. : : .:::::: I
: : • I
... ..
• ' '
R C C-81 (2c64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION ·
NOTICE OF FILING OF APPRAISEMENT
PITTSBURGH NATIONAL BANK
(Executor~)·
IN YOUR REPLY PLEA8E
REI'IER TO 37-154-4
In Re : Estate of ___ ----=.J..::.OS;:;.;E:=:P:...:H::.......=F-=O=.:iRRES==..:T::...,!:......::S~R:.:•-----
_____ W:.:.:AS=HI=N.:GT.=..:O:::.:N.:....._ ____ County -File No. 63-68-1341
You are hereby notified that the original
appraisement in the estate of Joseph Forrest, Sr.
has been filed in the office of the Register of Wills qf Washington
County on October 3 , 19_29. Said appraisement reflects the
following· valuations: ·
Real Est ate ---'----7~,3r:3:;3:-:·..::3~4 ___ _
Personal Property __ -~6~,6~0~·2~.1~3~------Transfers _______________ __
Total ____ ~----~+J~.9~3u5~·~4L7 ______ _
As to such tax that is paid within three months-from date of
death, a five (5%) percent di$count is allowable. As to any ~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 ___ ~O~ct~o~b~e~r~3~·~1~9~6~9 ___ __ Signe}4'V'_£ a..~ £71,.}/k
Title W~R. CHANEY, CHI APPRAISER
DATE OF DEATH: September 18, 1968 ..
Note: This is not a bill.
RCC•39 (!1-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX SUMMARY
RESIDENT DECEDENT
Estate of FORRESTt· JOSEPH SR. DATE OF DEATH 9-18-68 FILE NO. 63-68-1341
(Last Name) (First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
l, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washingtcm
' Pennsylvania, do respectfully report that I have appraised the· real and personal property as reported in the foregoing return at
the values set forth opposite each i tern in the last column to the right in Schedules "A", "B", "C", and "E".
Dated: J,O-OJ-62 A~~ t2 A~ 09-18-68 INHERITANCE T PPRAISER
REPORT OF THE REGISTER OF WILLS .
I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do res'pect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in.Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
REGISTER OF WILLS .. --
·INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A) $ .,-. -jn j~ $ 7.333 3~ $
Personal Property (Schedule B) 6602 1~ 6,602 ·13
Transfers (Schedule C)
Joint-Held Property (Sch,edule E) .. , .· •'
13.935 47 13,935 ·'47::·:,_::, ' : ~~ ., .
TOTAL GROSS ASSETS \\1 \
Less Debts and Deductions
(SCHEDULE F)
rl"i;., ... ,
CLEAR VALUE OF ESTATE
·'
Valuation of life estates or
annuities ................... $.
I I I
~---·
:
ESTATE TAX ASSESSMENTS $
:
; .. ~ --
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax oil $ -.Jt $
Tax ori $ $
Tax on$ ... 5% $
Tax on$ .. 10% $
Tax on$ 15% $
Exemptions • (•). As evidenced by Charitable
Total Estate Exemption Certificates issued
·TOTAL TAX $ by the Secretary of Revenue. .
Uiss tax previously paid $
I
BALANCE $ ~· Less 5% of tax if paid within
3 months after death $
BALANCE OF INHERITANCE TAX Dl)E $
I Add interest at rate of 6% from
to $
I AMOUNT OF ESTATE TAX ASSESSEQ $
Estate tax paid $ I I BALANCE DUE $
Add interest at rate of 6% from
I
_to $
TOTAL TAX BALANCE $ -PAID --. $
-·-·
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
.
X '
Will
Administration ( No .......... .
IN THE
... Year
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
..... J.C:S..l!:f>~ . !.9~~-'-. -~~ ~-.
Deceased
Late of. S. STRABINE TWP •.
County of .W..i\S.tl~'rON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,,
~··:: t·. /i: .~
• ~:};;f~
.,--I~· •
Fonn RCC-2 3, 1969 COMMONWEALTH OF PENNSYLV AN!A DATE October ...........................................................................................................
~X:PARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY ...................... ~~.~.~~-?..~ ............................... ~uREAU OF COUNTY COLLECTIONS
HAlltRISBURG, PENNA. -1 7.1 7. 7 ~ APPRAISEMENT FILE NO •....................... §.?..~~~?.!.±! .............................. ..
Whereas, .......................... ~~.l:!l~P~ ... :f.~.~~.~~.~.L .. ~:r..~ .......................................................... late of .......................... ~.~ .... ~.~~~?.~~····~·~····························
in the County of .............................. Wa.~bi.ngt...QD. ........................................................................ Commonwealth of Pennsylvania, having died on
the ........................... l$. .... t.b. ................................................... day of .................... ~.~p~~~.~r. ........................... 19 .... ~~ .• seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ......................................... :W ... R.~ ..... C.han~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 Valuas Made for Inheritance
Tax Purposes
$
REALTY:
Vacant Lot 81 X liO Known as 1790 Donnan Avenue, South
Strabane Tawnship, Washington CoWlty, Pa. 2,000.00
2/3/ Interest in lot 165 X 264 North Main Street, having
erected the ron a 2 story frame dwelling and a shed, knownxuxi:t
as 1427 North !.fain Street, .South Strabane Township,
Washington County, Pa. ~.JJJ.J~
7,333.34 7,333 34 ' I
PERSONALTY: '
See copy of Schedule "B" attached to appraisement. 6,602 13
'
'
I
Total 1'3. 935 L-7
...... ~ ..
~~" •.r·~·f~.i~~r~'.:. ·J-· ·~/ ·. ' .. ·.·.
form~;·:.::!hb::: ::~h~w""':~~".~~~:; :r·".~:~~~~~~;;i•~=·~t~=~~· ... ~ ..•.. :
. . ~~~·:;;:·,······························~····~:~:: (Post Ofllee) . . ' .
......................... ~ ... WAS.H.ING.TON ....................................... . Cou-nty
RESIDENT INHERITANCE TAX APPRAISEMENT
·Estate of
....................................... cJ.~_:e.;r.~ ... ¥9.~'1.'.~ .... ~~-~---·····················
Deceased.
Late of
Date of Death September 18, 1968 , .................................................................................. ..
Appraisemel!t Docket Vol., ......... 37 ..................................... .
Page, .... 1.5.4:~~4 ........................... No ......... (>~.fl.~+.J.4.+. ... ..
Filed in Register's Office, ..... .O~.t.9..l;>.~r. .... 1J.19(>.9 .. ..
Am.ounl of tax due, $ ................................................... , ............... ..
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,
Wrote abo.ut Appra-isement, ,,
Appeal f1'om Appraisement,
Entered and charged, ·:.
' .
~
. f t ..3-t f'-/....3 t/-1 I
"·~ ... t/ Form RC C-10 DEDUCTIONS ALLOWED IN
'· .. l/·~vr 9S-STATEMENT OF DEBTS
.
OFFICE OF THE THE SUM OF ............ $ .....................................................
REGISTER OF WILLS ' OA'£R:::lt~:J:i7, Washington AND DEDUCTIONS
OF COUNTY
AND AGENT OF THE COMMONW&ALTH
Register of Wills, Agent J4
ESTATE OF Joseph Forrest, Sr. LATE OF South Strabane Township
DATE OF FILING APPRAISEMENT October 3~ 1969 DATS OF DEATH SeQtember 182 1968
DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCH EO!
1 68
Oct. 28 Observer Publishing Company Advertising Letters $ 14 do
Appraisal of Real Estate at
Dec. 19" Pittsburgh National Bank 16.27 Nort-h M.<~in SrrPPr 35 00
1 69
Jan. 21 Washington County Reports Advertising Letters 14 00
Letters Testamentary and
21 Russell Marino, Register 2 Short Certificates 19 00
Aug. 26 Russell Marino, Register Balance due on Grant of Letters 2 50
26 Russell Marino, Register Filing Inventory 4 00
Appraisal of Real Estate at
Se~t. 12 Pittsburgh National Bank 1790 Donnan Avenue 35 00
12 Thomas L. Anderson Attorney~ Fee 725 00
12 Russell Marino, Register Filing Account 19 100
12 Pittsburgh National Bank Executor's Compensation 500 00
1< 68 Oct. 28 Piatt Funeral Home Funeral Expenses l;.03lt 60
Nov. 14 Dr. Ben.iamin Super Medical Services 3i 00
1 69 Grave Marker and Inscription Feb 10 S. White's Sons 492 60
April 14 Grant E. Hess Medical Services lC 00
1968 School Tax on 2/3 Interest.
April 8 Delmer C. Larkin, Collector in nronertv in South Strabane Twb 106 67
Malcolm M. Morgan, 1968.County Tax on 2/3 Interest n
8 County Treasurer property in South Strabane ~p 34 73
'$3 ,083 .10 .
~ _()_~':& -4~-A~-~/1 ~7 5'-d
1o~-1.-:&~"~1 ... tt~/1 rr£. lv 3.s-i
u v ~ ,_ -
......
1/'t-'1/ cr~---
I
I
COMMONWEAI..TH OF PENNSYLVANIA }se: COUNTY OF Washington
1,Chas. E. Enlow, Assistant Vice President of Pittsburgh Natii£snt'Bt JW\la~ , THAT. TO THE BEaT OF
1\CY KNOWLEDGE AND BELIEF, THI!: FOREGOING IS 'A JUST AND TRU II srATEMENT OF DEBTS, _FUNERAL EXPENSES AND EXPEN!IIt!l Ol"
ADMINISTRATION SUBMITTED TO THE ES'fATE OF Jose12h Forrest~ Sr. DICIEASII), AS I)EI)UCTION51 FOR
INHERITANCE TAX PURPOSES. ~~ /I-~ (L, 6.)
SWORN AND SUBSCRIBED BEFORE Mil: THIS DAY Ot' Assistant Vice President of
Nove~ ~~ Pittsburgh National Bank
I I ----~ I • ~