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HomeMy WebLinkAboutOC1968-1382 - ESTATE OF THOMSON~.-~;,,_4 .• cnnmmnttWtn1t~nf 'tlUtsylmmin.t SS: Ihls~itt!ltnn ClInutttg.~ KNOW ALL MEN BY THESE PREf?ENTS:Whereas,at Washington,in the County aforesaid on the 22nd.day of -October A.D..1968 ,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 Bertha May Thomson,A/K/A Bertha M.Thomson,A/K/A Bert~Thomson late of The Borough of Speers in the County aforesaid,deceased,· (a true copy whereof is to these presents annexed),was duly admitted to probate;and Nellie Louise Ray rix the Execut<Z in 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 Nellie Louise Ray committing unto Her the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Her to exhibit a true and perfect invenrory 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 d~te 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 22nd. day of October m~e ·year of our Lord one thousand \'j~.;'., ~ine hundred and Sixty Eight ~..........._...._...~;;!!t~.... Register\ ,{"-",.:- ·\".,.'. 1 ,.Ii ···1 '.'_......'-..(;,,"...~,--~-_.,.--'._-...- tJj tJj CD (I)tl:lIjIj ~c't c't ~~"'.......... t-3 .I;l:"'totl:J".;,~0e t-3 IT!Ul Gl'to p--i00>"'::s a -i .~ to IT!..... 0 0 ~::s '1\e'lo~~ ........:::~..... ~fatot \~::,~'ict::'... ,l \'. c· / ,Affibauit (@f iExrrutnr (@r Abministratnr f}tatr of 'rnnDyluania,t DD: ClLounty of DlhlD~ington \' Personally before me,the undersigned authority,a ~.?~.~:.l.X~p.}.~.?in and for said County 'and State,appeared ~.~..~.~.~.~~9..~.f.~.~~~l :who,being duly sworn according'to law,deposes and says that -S he is-the executor or administrator of the estate of ..........~~~~..JYAA~~H.QM~.QN.~.t.9...!::decea;>ed,that therf~~~~~gMc;~du±h~~~sg~te a complete Inventory and appraIsement of the real and personal estate of..., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each ite~ of real and personal ,estate in the foregoing schedules are determined 'and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by.the above named Executor Administrator.' ,Sworn and subscribed before me this.:!.!..M:...\~'lJ'1/.&~..f2. ,A "-da~,o!:.:~;.:....~~19..k..r...c:a~;:,:/BO~:~~,:a:';"'~fl!1rfP:ii';;b·~·..E~~~~~f,f:;;;JI... ..~,~"""''';:''..............~....................·Gcmml5siiin E 'Sh1ngton County ----(j •J '.or ~,AD ITIONAL I~Rleft~I~13 1.An invent9ry must be filed within three months after appointment of personal representiltive. 2.A supple!Dental inventory must be filed within thirty days of discovery of additional assets. S.1 Original and 2 Copies and 2 RCRI-34,'Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $IQ;OOO,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 ADDITIONAL COpy Act of 1947 P.L.,513 Sec.5.2,72 P.S.4844.2 r ,lIuututnry null .!\pprni.arwrut ofthe goods and chattels,rights and credits which were ,of ~~~n~.~~.~X !.~9.~~.9.~;;.:;Jate of ~.P..~.:.~~~.~E.?.~g?,~~.. I'" Washington 'Coiinty,'Pa.,taken 'and ihade in conformity with the abave affidavit. .1 ,I.REALTY: ALL.those certain lots of ground situate in the Borough of Speers,County of Washington and Commonwealth of Pennsy,lvania,known as Lots Nqmbered Three H~ndred Fourteen (314)and Three Hundred_Fift!=en (3l5).in the Maple View PIa of Lp~s laid out.by Charleroi Home Building Company and recorded in the Recorder of Deeds Office for Washington CountY,·aforesai4,'in Plan Book Vol.6,page 04;said lots beiilg:~more particularly describ!=d as follows,to wit: '.BEGINNING at a point on the West side of Grandview Way and on dividing line between Lot!:!Number 313 and 314;,thenc along said dividing line in a.Southwesterly direction for a distance of One Hundred Thirteen and Ten Hundredths (113.10)Feet to a,point online of lanas of Sphar and McKean Heirs;thence along said dividing line North 73°55'5"West for a distance of Twenty-four and Two Hundredths (24.02)Feet to a point;thence a~ong dividing.line between Lots Number 315 and 316,in a Northeasterly direction for a distance of One Hundred Eighteen and Twenty-nine Hundredths (118.29)Feet t6,~he West side of Grandvi!=w Way;,thence alo the West side of Grandview Way on an arc,with a radius of ,TwO Hundred Eighty (280)Feet for a distance of Forty,(40) feet,to the place of beginning. DOLLARS ," CENTS ," 'oi "'"/0 ~......•~0 •;>"• Subject to the exceptions and reservations as cont.ain'ed .in prior deeds.Upon Which there is 'erected'a six (6)room frame dwel~ing ana garage. ,The said Joseph Thomson having died.December 8,196~,the f 1 fee simple'title in and -t,ol'said premi~es became vested in his widow,Bertha Thomson,,'as tenants by the entireties. For recital see Deed Book Vol.'541,page·541..' .12,00 00 ,' .',1 I' I ,.. ~,".' f',,:,t":Cr :~.. .\- over .II •PERSONALTY : 1.Cash in house •••••• • $200.00 2.Cash in Bank: (a)Cash.in possession of Nellie Louise Ray,Executrix and belongipg to.decede:nt.• ••.$337 .68 .'(b)Pittsburgh National Bank·, ~Savings A.cc.t.No ..4-18137-1·..,.$1286.76 1,824.44 -"... 3 ~Miscellaneous.items: (a)2~rings appraised .at $50.00 .:each ••$l.OO.OO (b)Furniture.'•••••'•••••••$500.00 ~, ~~ ~ ; ~ ~~~~".~0 -1"'.......~~O!,\~,N Cl)1 fk.:&~~:-: ':I ~N 01' Col)::r::: ''l\~~1:-11.'V ~:I ~~:>!1'fu.';:r,::t::<:"l lo.N ~1 .~~u~r.!'.t'JI,,/{lJlII//.:'."~":>f(,~:,(....1\.,<u """''."-J .'\".j::l.....':.'~E-i :, N,~1: ~1'~:, .'? 0) .-4 ~~~ -. _0 .....",..~.., -:.-,-.Y "1 r',"'"'"':"I J,-,,', ,~ ., TOT~ASSETS ~- ') ''\ 1 4 .~ ...,J ..') ~.c... ."u.,.,S 600~'oo 14,424.44 "-t.~ '-c:)'. 0\ t I~:~ \ ~~ 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 f?~.~veri Iy believe, d Sworn an~subribed before me this ~~. ",.'day',,!__.__-_~19__~2 _ :~~~~~-- ,}harleroi Borough,Washington County :,.My Commission Expires July·31l 1971. Wa1shington County,ss:I do certify that I have given leg-al 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 ~.J~.6.9..":..£.2:L . Witnes~h~'nd ani official 'seal thiS.d..t/.f4 . dayOf--------.J~~1o:-:- Register of Wills ........,...,0 ...I'l...,;:l 0 oj \'~l1 0 ...,I'l :.,.\\~0 I'l 0;:l 0 ;:l0~I'Cll 0C),<:l ....C)~tJ ...,0 C)~<t1 0 <t1 ~z!...,,!<l ...><...'t:l Cll 0 Cll ........,O!e!-..-l 969 SEP'23 18 ...,0 30en,~.~I'l :Z ~ Cll 0 0 Cll ~~~,.p rn 'C)~0 Oi ::s Cll it;~......0"-:I::,Hi 0 P<...,NP:1 ~0 ...,t·Eo<8)e:t:.i Q)...,~co1;<t1 r\1 RUSSEll MARiNO I'l<t1 z:~><;:l P:1 u ~!Eo<~!Hi ~0REG~ST£R Or.Vfl!tLS tJ 't:lUl~i ~::::j,.tJ I'l <'bP:1 t oj~i 0:oj ~~1 ~!~WA5HmGT4HB CO.•PA.I'l f;)~~.::a ~z:~...,:..., j i <X;':.~:rn ~"be r I' 8i H Cll co1;\\'i 81 j:...;1:Cll ~~~,,<:l ~~i f@!Hi ~...,~~I ~g~I'l :I:: I Hi ~ I 0 ~j 'g~...0Z<t1 .-<.... l .""'.~"r> 0 .. .' .....,~..~~~,'-,~-..:...---~,~.~.._-=.-"=-'"-~.,.,~=-,,--~~~-,-~~-~~--~~-----~ ','.'1 /' .' ee----...;!?~ ".~.:.::........ (. ,IJ,;~t~n? 1\\<"--'-'...~,,,,,, ~ "'1 ~ \\.> '/ . -::1 I, The Court is respectfuIly requested to determine proper distribution in this estate. !f~~ I Counsel for Accountant fir .",.;:_f. FIRST AND FINAL ACCOUNT OF NELLIE LOUISE RAY,Executrix,of the Estate of BERTHA MAY THOMSON~-~ik/~':BERTillCivI.THOMSON,a/k/a BERTHA THOMSC>N -iate'of the Borough of Spe~~s,:Washington County,·pe~nsYivania. ...-The Accountant is charged as follows: •• •• • •• I. II. To balance of Estate per Inventory and Appraisement filed January,6,1969. 5/23/69-To money refunded from Charleroi~M0nessen Hospital ••• .. ..$14,424.44 26.64 III.To loss on sale of real estate (as described in Inventory and Appraisement) located in the Borough of Speers, Washington County,Pennsylvania: .. To amount of refund'of pro-rata share of 1969 taxes (5 months). County,School and Borough ••_•••••••• IV. .....Appraised at •••••••••••• Total consideration on sale • • • • .Loss on sale of real estate .$12,000 1.9,500 -($2,500.00) 130.00 TOTAL ASSETS OF ESTATE •.$12,081.08 RECAPITULATION Total credits claimed by Account • ••• • •• "-...Total Asset's"of Estate Balance due Estate • • •••• • • $12,081.08 .Bl366~45 $3,7-14.63 -. t·n., Account claims Credits out of the assets of said Estate, to wit:' Date 11/7/68 Estate Check 1 Payee Nellie Louise Ray Purpose Money advanced EstatetoprobateWilland 2 S.C..$ Amount 20.50 11/7/68 11/7/68 1117/68 11/7/68 11/7/68 11/7/68 2 3 4 5 6 7 Washington County Reports Harold L.Schrock Bell Telephone Co. Nellie Louise Ray David P.Scholl West Penn Power Company Advertisement of letters testamentary 12.50 Funeral Expenses 1,436.50 Bill dated 10/16/68 9.58 Refund of moneyoadvanc~d to repair furnace 36.50 Cutting ofodeath"dates and cleaning of Thomson grave -marker 48.00 Services to 10/28)68 3.63 11/7/68 11/7/68 11/7/68 8 '9 10' Columbia Gas of Pennsylvania,'Ihc~ Culligan Water_ ConditioI1ing " Betty J.Sweeney 9/23/68 to 10/22/68 Tank Exchange Trip to Washington - Witness to y(ilill 23.00 4.24 15.00 I 130.00 11/12/68 - 11/12/68 12/7/68 12/7/68 12/7/68 12/14/68 1/4/69 2/11/69 2/11/69 2/11/69 11 12 13 14 15 16 17 18 19 20 Washington County Reports Harold L.Schrock ~ The Valley Independent Columbia Gas of Pennsylvania,Inc. West Penn Power Company Culligan Water Conditioning Russell Marino, Agent C.Ramaswamy M.D. Githens Insurance Center Githens Insurance Center Balance due to advertise letters testamentarY .1.50 Five (5)death certificates '5.00 . Advertisement of letters testamentary 10.50 Due 12/10/68 Reading 10/22 to 11/21 23.00 Due 12/13/68 Service to 11/27 7./07 Tank Exchange 12/3/68 4.24 On account of Inheritance tax 3,~OO.00 Professional services in full $15,000 insurance - Continental FDP 8784488 Renewal 12/31/69 21.00 Owners Landlord &Tenant Liability -1st installment Pol.#L 1442487 Continental Renewal date 1/24/70 13.00 - 1 - •.t.~ I'., 2/11/69 3/22/69 3/22/69 6/7/69 7/7/69 7/12/69 9/9/69 9/9/69 9/9/69 9/9/69 9/9/69 21 22 23 24 25 26 27 28 29 30 31 Howard F.Carson,Esq. Joseph J.Buch,M.D. Charleroi-Monessen Hospital Malcolm L.Morgan, County Treas. Margaret Bennett,, Tax Collector Margaret Bennett, Tax Colle.ctor Cathy Jean Rosenthal -.Betty J.Sweeney Nellie ~ouise Ray . Howard F.Carson Russell Marino, Register Money advanced to file 'Inventory and Appraisement Professional services in full from 8/6/68 to 10/7/68 -Cbarleroi- Monessen Hospital Services in full from 8/6/68 to 10/7/68 (62 days) 1969 County taxes- Speers Borough 1969 Speers.Borough . taxes"-2 sty.fr.. hse.-gar.Lots 314-315 D.B.541-541 1969 Speer~Borough Schoo~taxes.-2 sty. fro hse.-gar. Lots 314-315 D.B.541-541 N.P.fee on deed -,,'N.P.fees for Estate Executrix fees Attorney fees Fee for .filing account 5.00 330.00 123.30 64"~30,. 44.22 202.67 1.00 7.00 72 5.00 ra§~oo 16.00 Note:Accountant takes credit for the following j. money deducted from sa.Ie price 6r real '"". estate as follows: '. ! 1-(d) Deed transfer stamps •••$95.00 Loan fee • • • ••••••'76.00 Commission on sale of real estate (C.S.Bateman Agency ••"'.• . •.•• • • •547.20 Raymond Kalinik-termite extermination and repair of beam in cellar.• • • •380.00 TOTAL CREDITS 1,098.20 $8,366.45 Washington County Reports «~ Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) ,t~Estate Notices The Register of Wills has gr~nted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to 'make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. U) • • • • • • • • • • • 0 ••••• 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 WASHINCTON ) STATF.OF PENNSYLVANIA r 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,published weekly having its place of business at Washington.Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said \VASHINGTON 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; \ THOMSON,BERTHA MAY a/k/aBERTHAM.THOMSON,a/kia BER-THA THOMSON,Dec'd. Late of Speers Borough,WashingtonCountY,Penna.• Exec\lt6f:Nellie Louise Ray,139 Mc-Kean Ave.,_Charleroi,Pa:. Attorney:Howar d F.Carson 212,Fourth St.,Charleroi,Pa.15022' November 14,21,28,1968 ••·4••••••••••••••••••••••••••·_······················••••••••••••••••••••••••••••••••••• Sworn to and subs that the affiant or the cqrp9ration in behalf of which he is acting is not -intereste<i.'vy..·.w.~ in the subject matter sai notice or advert~'sidtEat 11-t1ie-allegaticns of this affidavit as to i,place a charac of the r 10 ar rue. td·. _?§.~~_./ay of...~.~.Y..~.~!?~.!:",196 ?. ........7t:'~...(f . otary Public KATHERINE C.YARD,Nota Public Washington,Washington Co.,Pa. My Commission Expires NO';~I'.i:)er '1.1969 (.,I ~_\ ,•Proof ofPublicatioQ of No~ce.in rhe Valley Independent ,!. Under Act No.587,Approyed May 16,1929,P.L.1784, as amended by Act.·No.51 of April 24,1931,P.L.67 State of Pennsylvania County of Westmoreland }ss: Personally appeared before me William H.Pore,Secretary of Mon Valley Newspapers,Inc.,a Penn- sylvania corporation,publisher of The Valley Independent,who,being duly sworn,deposes and says that The Valley Independent is a daily newspaper of general circulation in Fayette,Washington,and Westmo'reland counties,Pennsylvania,and elsewhere,published in the City of Monessen,Westmorefand County,Pennsylvania,that it was established June 28,1902,since which date The Valley Independent has been regularly issued in said county,and that a copy of the printed notice or publication is attached hereto exactly as the same was printed and published in the regular editions and issues of The Volley Independent on the following dates,November 8,\1968 November 15 and 22.1968 ,-.~ ".' STATEMENT OF ADVERTISING COSTS: Howard F.Carson,Attorney at Law day of ~'-'-"':'<'=7--"'- CHP\RU:S h'.'INota'ry~~·publica.NiOIl~,Ctl,\.~,.~~I'",N'I~'Cn:1H:IIS~.H..l.1 ~Y.)\reS M .J:;\\:ua~~7,1971.y commission expires --'---' ,11;8,15,22"J \'-.J..,',/~ COpy of NOTICE Lellers testanieritill:Y;;on·th'-estate~ofiBerthaMayThomson,alias 'Bertha,,;M,'Thomson alias 'Bertha Thomson.:Iate"ot Speers Borough"Washington.County,:de·ceased;having been granted'by the R~g·Ister of Washington,County,notice is','hereby given to all persons Indebted \to said estate to make immediate payment. and to those having claims'against the same to present them without delay to ,Nellie Louise R~,execuior,139 McKean Ave.•Charleroi,Fa.\lHoward F.Carson, ~12 4th St.;Charlerol,'~P!. Affiant further deposes and says that he is General Manager of The Valley Independent,a ddily n~spaper,of general cir~ulation,and as such is authorized to verify the foregoing statement under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertise- ment,and that all allegations in the foregoing statements as to time,place and character of publka· tion are true.~,A J '.~~J,( 212 Fourth street Charleroi.Pal 15022 TO MON VALLEY NEWSPAPERS,INC.,DR, For publishing the notice or advertisement attached hereto in The '- Volley Independent on a~ve ~ftt~~e.ates $:...l0.00 M.OWVAllH N£'I~SPAP-=-,. Notary .....~...,_"\'fV:.::fr•.~"""""""''''''''''''$ •50·r.,J_........J'illI\ Totol ~~!.J:£01:...$10.50...~-u~·~: ,PUBLISHER'SRECEIPTp&9.~.~TISI~:eeSTS Mon Valley Newspapers,Inc.,publisher'of The Valley Independent,a daily newspaper of general circulation,hereby acknowledges receipt of the aforesaid advertising and publication costs and certi- fies that the same have been duly paid; \, \ MON VALLEY NEWSPAPERS,INC.1\ By j Bertha May Thomson a/k/aEstateof..:.·~------'-l Bertha M.:Thomson ·a/k/a Bertha Thoms.on In the matter of the Audit of Account in C' l No; I l. ,'",'-....~. 19_'_.·A.A .. TO THE'AVDITING JUDGE:.j~ '-I:i ./.,. Enter ---.:m:.:..:..Ly ,appearance for_~a~C:!..C~·~o!.!uo:!..!c!n~tL!ao:!..!.Jn!....!tL·---------:1=-~--i=-------- ! I ~. \8th day of December ,1~~ .N.B.-Counsel shall,by separate'pap!'lr,present a concise statement of each claim,with 'supporting calculatiol).of any interest claimed.Objections to an account as filed,shall 'be''concisely stated in a separate paper. Council suggesting·proper distribution 'shall file a separate concise state- ment in that regard. f - -.•.•_. .......:.wt.'~1.:.....~t-~~,',.·\ ~·------T-'----------- cf!:'r LE D~ 170 JAN.?7 PH 114 No.63,;,,68-1382 •19__'_.A,A. RU SSE.L.L MARl HO' .nEGISTER OF WIU,S WASHINGTON CO~i PA •..{,.... ;-...,:,·'1.,:.~ In re Audit of Account,in 'Es.tate 'of ". ·BERTHA MAY THOMSO'N a /k/a" BERTHAM.THOMSO~a/k/aBERTHATHOMSON: AUDIT 'ratript for Ii\pptaraurr FOR! NELLIE LOUISE RAY, Executrix ~-;, , HOWARD F;CARSON Attorney -- 'I ~2 .'PETI~ION SUR AUDIT.. IN THE ORPHANS'COURT OF WASHINGTON COUNTY ,:.1 Te,tate FO"'-):1 " :BERTHA MAy THOMS ON a/kla :.Estate of ,. .. ..~~.B..~M ffi .•....'r.~.Q~~QN..:?j~j~~~~7;JiA . THOMSON.....~'_.--__---_--__ _~-_. Deceased No Q3:::Q.a::138.~. Fiduciary ~~J.!.~.J~QyJ$..~..~~X :~~...I .........................................~~~~.I:!t.:r.~~. Date of Date of Decedent's death 9.~tQR.~.r.:.7..1 :t9.g.8..:~..Grant of Letters Q~};;.~R.~~~?L.J9.§~. This is the..:...~;.·:.~.:.i:+.~.'r...~:mi..i.p'i~.~....~....~:~acc~unt filed in this estate .'.~...."..-". ... , N If there have been former accounts filed in'this estate,list file number or number and'term ~!'!.~: . Election to take Under or Against will:(cross out one) Date Election Place of; Filed N9XHL Record ,~9.D.~. Name of surviving spouse N.9.n~::::::::. List issue,where material: NON E' Did decedent niarry after exe~uti.on.of will?~in~ic6~~)'1mb.No.Any children borri after execution of will?(indic6"te) •.No.If.anSWer 'y'es~name ·them.::::~::~:. >'ft.',.,Tf .'..T .'.T (f •-'.,'1.':\'\;~.-'~'16·,,~:::\t'~tt."'"tl ,-:·'.~~1rr!l{f.r.~;f 4.,~~~\i":f:'t"_,i,t,~l ".:.,• .._••_ - - _--oooooooo••oo•••oo._•••••••_••_••_._••_•••••••_:_oo oo-_._oo_••_••••___••_•••'.~oo _;... Legcitees NELLIE LOUISE RAY Relationship Sister Interest Total ", Fiduciary,if deceased or not sui juris sui juris :.' ,i List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: If partial intestacy,give'facts: NON E ~:: Noti~e to interested parties.Have all parties,having either vested or contingent 1"'terests and all crediors entitrid to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)receiveq written notice of the filing of the account and of call of audit?~.~~...'. . I.f any exception give cause::N.QD.EL :· . Is estate subject to the filing of a Federal Estate;Tax Return?~~::..:..". . . ,."3 200 00 .Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $L !. If the Will makes any portion of estate'subject to a life-estate,give name and birth date of life tenant ~.~!?~. ..... Give Names and addresses of all unpaid ,creditors who are legally entitled to notice,'together with the amounts.' of such claims;state whether they are admitted to be correct;and whether the claim is denied. 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 ~djudication: NON E '1"'~ ~... "Balance for distribution per account, Itemize any additional debits not shown by account: 12-31-68/69 .-Refund"on'insurance premiums: Pol.FDP-8784488 •••••$10.00 E~1442487 •••4.00 Total additional debits (Add) Itemize any additional credits not shown by account: Total additional credits (Subtract) Balance for distribution $l~.•.OD.·~. $....}.:.!14 .63r••••••••••_•••••••~••_•• If balance for distribution is not in cash,list each,item held in kind,giving appraised Value (or distribution Value); Cash in bank •••••••••$3,128.63 One (1).1.9t furniture apprais~d at • • • • • • •••600.00 ......... ~"-4-v·.t";,...·t..;t,..(J.~I ~. ,~.:,.~.{I ~-:..~j ,i;itr,. ~ ....~'I \......~.,I ,~};l '"....'H ....;,..'.....'.,\;.I [..~..J'~-~j4-7,~7"'~ " "J p41' ,............_,.......','__~-F'jftp _-I ---II!!IIJ.....---I1111!11!1......II!!!~!!!!..I!I!!.-::-~...II!I!..~'_.~~.......~~........--...'IIl.III,IIII....-...IIIISI...-..----...!IS!!II!I!!!I!II!!I!I'I..-IIIIII! If F 'I E .I'd b'P t', ,I f R d""None.:..,"ami y xemptlon c alme y e ItIOr:J,.glve pace 0 ecor _._~. If F 'I E "I'd"':d'".I'h'db'f CI'None'ami y xemptlon IS c alme·..~t.au It,give name,re atlOns Ip an aSls or alm:.____.. '.•.•t .,. List'any ad~ancement.or distribution '~n acco~nt that .has been made,c;Jnd nature and amount 'of same:... 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: ~'.. NELLIE LOUISE:RAY -.Residuary Legatee.:Balance in estate including furniture •J .:. ELECTION TO TAKE IN KIND I';:the undersigned,Residuary Legatee,in the above entitled estate elect to accept and take the furniture above in kind. ~~~1llJIELOUISE RAY' COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. .The above named Fiduciary or representative thereof, being duly__.._fl.~.'?_:R!}........__.:..........doth depose and say that the facts set forth in the foregoing petition are true to the best oL..f1.~;J;':.~_......knowledge and belief ...--__s.w.9.~n __to and subscribed .before me th;s/A/_~day aL])~!!_~~R_~!:__----f--__19 9.9 ~s;gnatu"eaf Off;CO'~£:~_ Title of Offlcer ,W.'?~?:.~.l..?,. Office expires J.~1.Y....3.;J...J l.97.l..~. And your petitioner will ever pray,etc, rJJJ)p:~'~....':~'::"_~...,..~:....Executrixur •-"'!"'.oo ~.. " "No. Estate of .BERT.HA..MAY~..THbMSON . .....____.__0 Deceased,' Fiduciary ~~.~~~..kQJJ.:h~;FJ;..R.AX..~:..' ........---_--._._ r..•••-·-:-_. ,', , I '"~"'" /r": r- rr-l CD... .i~ c PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL , f Counsel of Fiduciary will submit herewith the follow!ng,in conformity with,Court Rules adopted effective December 3"1951,being rule No,9:paragraph b-c;and d,ivisions thereof:shown on pages 23-24.,t ..;I.Written praecipes of 'all Counsel in the case.I 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. v5: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. HOWARD F.CARSON Attorney ~2 !';~ ,I ~::;:, h:n,;ocnoe::.::I:-cn;;:en (..1")~-{,""1C-,fr}"- -I :::;:;y...~o ..~"~I ";..,: Q ;;.,o ~::..1:.r=::;: '"'0 '--L.;..~0-,C> 'Vd "00 N'Oi'tlNIH:S\~,¥,t\ S'nIM ::lOH3JSr~:3:~ Or~1'1,\1"1 ,.".'1 '''s'm~','•,"',I !t ".'".',I I..,~,".1,.~.".."/:IIt.,. , ./ :-~~J J'Ud .L t l~~r ?OL-t ,(Wi(;l ~..,i ,U-u ~"JL..'!f ... ~<:::l §; :te:' ''V -.....J -0~:::r ..c...- ..".--. HOWARD F.CARSON ATTORNEY AT LAW CHARLEROI,PENNSYLVANIA ,F 0 RMAL NOT I le;E 0 F AU0 I T In Re:Estate of Charleroi,Pa. .Bertha May Thomson a/k/a -cN"-'-=o-"v,.o::e=m:..:b:..,:e=r=--....:2=-4-=--"_1_969 Deceased Bertha M.Thomspn a/k/a Bertha Thomson You are hereby nOitified that the undersigned fiducia'ry has filed with the Register of Wills o·f Washington County,Pa.,her First and Final Account in '[he administration'of the above estate and that the same will be presented for confirmation and for audit,if no exceptions are filed ther9ito within the period provide~by law.Audit will be held M.Q.nday,December'8,1969 at and continued,if need be,until the whole has been disposed loT.30 p.m.,EST,at Court House Please take notice that if you have a claim against such estate,either as creditor,heir,de- visee or in any capacity wha;tever,which has not been paid or satisfied,you must now take such steps as you may consider proper to adequately protect your claim.The filing of any proof or statement of your claim with either the fiduciary or the undersigned attorney for ;the estate does not relieve you of the responsibility of protecting your claim. Very truly yours, JJ~/,~/~:~ard F.Carson, Attorney for Accountant, Nellie Louise Ray; Executrix ,-I .. -...J Ii.::E ;0 l':.::):I>Pl ;U c::_F~"""'f:~ C/'}(;:)C' :;:'St ~.•.J J1::r.:(/):t:~~<J)<'1)-T""'1-..,....,,q Y·",l 3 ..... Gb f~"'~' (;)rr:r-.-...J-.....~··.·1 r-~..., rn <:)c')....) Z -\""1-"1:''':'':--..J']1......'4..... l::::J 0 ~,~:tl0"- " r-~:],·U ....,. Q~~}r~.,,,~.,.-.~.-. \--- • f J ~n t4r muun af mammon JUrns of IIns4ingtnn manntg, Jrnnsylunnin,(@rp4nns'mann IJiuisinn ESTATE OF Bertha May Thompson a/k/a Bert a In the matter of the Firs t and Final M.Thompson a./k/a Bertha Thomp Account of Nellie.Louise Ray son,deceased.Execptrjx ADJUDICATION AND DECREE And now January -0 7 ,19.-:J.Q.,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $3,728 .63 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION. Balance per account _$3.714.63 Additional debit asked at audit 14.00 Balance:_$3.728.63 $2,973.32 =1-e.t-~-7 0 nPILL~(i-K 7~~.tf"1 ,~~iJ-rZ.Li...(~1 ~~ .No balance 1t~/1 2973.32 Deduct Clerk's Costs &Receipts _ Attorney H....;o;..;,w;.;;a;.;;r....;d;.;....;;F;...:.....C;;;.;a;..:r;;.;s;;..o~n;.;;...._ Russell Marino,Agent,transfer inheritance tax, inclUding tax due on individual liability and estate,'736.13 Interest from 1-7-70 to 2-7-70 3.68 Nellie Louise Ray,sister,residue,including ca h and also furniture and rings,held in kind and distributed as such at the appraised value, 1.37 " 0 fr~ ~ ...> R'0 :J Z 0 ~p ty Ci 0 :r' i 8t c CD ~3 a 0 ~....... ~ora ... t ~ 0... ~:r' III =CD ra:::ty --....::..~. Sto~toto .::r- 0 (/)« :z ....u a......J 0::;:;:.0......",'..c;.o;;;;;-u ..0.- ""0....,,..u..~-.... 0 0 ---_J 0 r-.tr::r- Lu ('...') ....J W t.,!) I.'.J t-Z Z.({){j)- ~d::C ((')-:t: --:>=>c:>en e:::;,ex:w < L!..... c:::.~,,........... C/cr 1 -3p 1/28/70 J --IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA • .ORPHANS ,COURT DIVISION IN RE:ESTATE OF BERTHA MAY THOMPSON, Deceased. ). ) ) 63 -68 -1382 PAY TRANSCRIPT AND NON,this ;::4 day Of~70,the undersigne dor her.ebY'·~?-cknowledge to have received from Nellie Louise Ray,the Executrix of the Estate of Bertha May Thompson,Deceased,the sums of money set opposite their names,being the amounts awarded them at the audit of the above Estate and they do further waive the right to file exceptions to the adjudication and the right of appe~l from the adjudication,and agree that the Executrix may forthwith make distribution in accordance with the terms of the adjudication. 739.81 $ $ Nellie Louise Ray,sister,residue including cash,furniture andxing~, held in kind and distributed as such at the appraised value,$2,973.32~~~ Russell Marino,Agent transfer inheritance tax, including tax due on individual liability and estate, Interest from 1-7-70 to 2-7-70 Russell Marino,Clerk's Costs and Receipts "~-,."'1 .' .J ........",i .-". ...."',......,.-:j; ,I .....I l .~~~, .J .,. ~'. r,!~ "'" ., ",". ,......~, ........ _',i ••r- -,.,...'. 1-'..-.'. .,. .'. c' '.'.' '>';;:- ; r ., .. ,, J ,', ~." .. ..... \ f\\.J·\)' ,, .f). •1.~ I;,0.,'••;..... \ ,~. ,.'-..', '"1 -',• .....f' l ,,:•.."t, ..'. ... .\ \,,.... R\.\t~Sf..lt,~~\.~\~\t\()\lJ:~\S1.£:R 9t ~W.\"S' '.;1 ~S\\\~<?\10t~QO~/~":;-f.....1...J-'r 'r'....'4 ;.r 'j .-'~ ,J 'J. I • ,.'.It.-j ."• I '. ,...-{'':.-'".;.,J Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON......................................................................:. IAWORTANT:This return must be completed in detail and filed in duplicAte,'with will attached,with the' Register of Wills ~f the County where decedent 'resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of ___the_lnh.er.it!ilnce:.!iln!l .E.!!tilte .,!,.a~A,ct of.l~§L) ___3~~;_;~M.~~;i~i:;~=:~-------};::u:V~:OF . Late of w..?.~..!.l..~!:l.g~..?..r.:l.County ~..., ::.:o~--;::::~:~;::_~:::_~=~=}'" ...............NELLIE LQUrSE RAy .Executor ,of the estate of the above-named decedent being duly sworn,depose and say Decedent'dJed 9..~.~..C?p..~.~7... (Month) N~me and address.of attorney or} other authorized representative.to ...... whom all correspondence should be.. mailed. (rilly)'.19"i~~~)"':'{~~~eaVing a last will,copy of which is hereto attached.} .J:I.:QWARP.F OARSON..,Es.Q,,... ..F :i?..,FourthSt .....,...Char.le.r.Q1..,.:.Pa..•..~......... That as such·..~~.~.~.~.~..?!:deponent is famiiiar with the affairs of said estate and the property con- (Ex"cul.<>r-Arlministrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK'OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX First National Bank Charleroi .THI S SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF Bertha Ma Thomson or Nellie Ra RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Sister Th~t the contents o~said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Sc.hedule A attached Qereto and made part hereof sets 'forth full v and in"detail all the real property in the Commonwealth of Pennsylvania of which decedent died having'an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided th~refore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit"in..banks ~l··.,'."of deposit,savings banks,trust companies,or other institutions,whether individually,or intrust for."...J..~ any other person or persons giving also separately the accrued interest thereon,if any,do,wn to the last-~...,~~ interest day prior to decedent's death in the case of saVings banks,and to the date qf 'deceqEmt'S',death--\-. .'..\'.in all other cases;all bonds,postal saVings,treasury certificates or notes and other evidence of in-;.: debtedness of the United States to/the decedent;all obligati9ns,·whether.by statute or agreement they ~ are designated as tax free,of.the United States,or any state,or political subdivision thereof,or of ~ any foreign country,.which are oivned at the time of death;all wearing apparel,jewelry".silverware,pic-____ ...'.'.'"..".tures,books,works 'of art,household furniture,horses,·carriages,automobiles,boats,'a,nd any and al'l~#IF ..,~'other personal chattels of wha~soever kind or nature,leftbydecedent,_together with the fairly'estimated market value thereof;all bonds and mortgaltes held by decedent and of all claims due and OWing decedent a.t the time .of death,a~dall promissory notes or other instruments in writing for the payment of money of which decedent died possess!,!d,'of whatsoever nature,With interest.thereon,if any,giVing the face value and estimated fair ~arket value.th~reof,and if.such estimated fair market value be less than the face value,it sets forth tiriefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payabl~upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time•. " '':II...'. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corpo.rations,showing the assets and liabilities thereof as of the'date of death,The schedule also sets forth the interest of decedent at the time of' death in any co-partnership or business,and in support of the value of such interest there is 'annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the ,~greement) together with a statement setting forth the character of the business,its location,and such ~ther facts pertaining to the business as may be pertinent to a fair ana just appraisal of the decedent"s interest therein mnst be submitted.It should also set .forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a tru~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 death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transfe~ee'and all other facts of a pertinent nature regarding said transfers.In the case of t~ansfers inte~ded to 'take effect in possession ~r enjoyment at or after death,there is also attached to the schedule 'a co~y of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth 'in said schedule a list of 'all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent?,'either indivi!iually oi;jointly,by the will,deed,or other instrument of anC?ther, with a copy of the instrume~t creating sU~h powe~~ttached to the schedule. That Schedule D attach~d hereto and made part hereof sets forth the names and addresses'of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Wili.It also contains a statement shoWing which of the beneficiaries named in the decedent's will,if'any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,rea~and per- sonal,owned by the decedent j9intly with another or others,including intangible,'standing in the nanie" of the decedent an~others,pluS the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent.~ That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing'and unpaid at time of death;taxes accru~d ch~rg~able for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);.together with a stateme~t of collater'al pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations 'upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt i~less than the. estimated amount claiming and allowed,that the same will be reported to the Register of Wi~IS,and that the amount of tax assessed can be reassessed in accordance therewith. That the.totals of the appropriate columns in ScheduJes "A","B","C","E",and "F"as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ~,t.b..2f~/i±~:A~~)<_l2~7 ..........13.9.J.'-o.lt.e.f>..n Ay.,e.nue.:.;_~__.. BETTY J.SIN'':NEY,Notary Public (Street Numbe1')\.' Charleroi BOfJugh,Washington County ~~.a(c.~tl..y..~ror~~T'..'OW:~a:.:J~~.~'ta.~te 2). My Ccm..-:l:ss.Jn Expes Ju:y 3i,1311 •••na $t NOTE:Before signing affidavit make sure all blank spaces in the affidavit and SCp~d~\~S annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or'busi\ess,that the data and statements required under the paragraph above relating to Schedule "B"are attache~.Also make certain that column #1 in·the "Summary"has been properly completed as above-directed.\\:' \''\\. \-~'~ \'i"" ................_~;..:~..;..;<day of J.:~!~l.19.!9.. 7~j .:~,...-.;.;"". .".RCC-34 (1-114),' COMMONWEALTH OF PENN.SYLVAN,IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS' TRANSFER INHERITANCE TAX ,RESIDENT DECEDENT' ..'. ;SCHEDULE "A" -REAL PROPERTY ._".-..1--0,....I 'Real property in Pennsylvania,with statement of mortgage encumbrances upon each pClrcel at death of dece- 'dent.'Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property hl:'ld by the ,decedent'as tenant in common with another or others,should ,be identified as to quantum of interest and the estimated value should b~that of the decedent's interest only. '.. The real property located In the Commo!"wealth of Pennsy.lvania should be described by lot and block 'number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a: cres;also statement of mortgage encumbrances upon each parcel at death of 'decedent.Taxes,assessments,acciued Interest on m'ortgages,etc.,are to be list~d on Schedule "F"and must not be deducted from this schedule. ALL those certain lots of ground situate in the Borough'of Speers,County of Washington and Commonwealth 'of Pennsyl- vania,known as Lots Numbered Three Hundred Fourteen (3l4)and Three Hundred Fifteen,(3l5~in the Maple View Plan of Lots la.id out by ehar~ero~.'HO'me :BUi'lding ~.'eo~:and recorded in the Re,corder of Deeds Office for Washington County;aforesaid, in Plan Book Vol.6,Page 04,said lots being more particularly described as follows,to wit: -J f (1 ) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) I I BEGINNING at a point on the West side of Grandview Way and on divid~ng line between Lots Number 313 and 314;thence along said dividing line in a Southwesterly direction for a distance of One Hundred Thirteen and Ten Hundredths (113.10)Feet to a point on line of lands of Sphar and McKean Heirs; thence along said dividing line North 73° 55'5"West for a distance of Twenty-four an0:,.Two.Hundredths (24.02)Feet to a point;thence along dividing line between Lots Number 315·and 316,in a Northeasterly direction for a distance of One Hundred Eighteen and Twenty-nine Hundredths (118.29 Feet to the West side of Grandview Wa~i; thence along the West side of Grandview Way on an arc,with a radius of Two Hundred Eighty (280)Feet -for a distance of Forty ,(4@)Feet to the place ~f beginning. Subject to exceptions and reservations as contained in prior d,eeds.Upon which there is erected a six (6)room frame dwelling and garage.. The said Joseph Thomson haVing died Dec. 8,1967,the full fee simple title inLand to said premises became vested in his wido , Bert~a Thomson,as tenants by theentireti s For recital see D.B.Vol.541,page 541 .. 3,760 I I. '.,',.'\'.~':'t~ In~ert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this re,turn. \Ii RESIDENT DECEDENT COMMONWEALTH OF.PENNSYLVANIA TRANSFER ,INHERITANCE TAX RCC-35 "".. SCHEDULE "B" PERSONAL PROPERTY '. " INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and t~nta-, tive trust accounts,must be listed,de'sp;l.te the fact that they are not of the administered estate.;:>:'~, Tangible personal property should be iisted first (e.g.jewelry,wearing apparel,househ~id goods,and furnishings,books,pai;"tings,'automobiles,boats,etc.) Intangible'personal property~such as bonds,treasury certificates,cash'on hand and in bank,.'stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate of or income from any 'property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item N~. ITEM List and describe fully ,UNIT VALUE ESTIMATED ,DEPARTMENT VALUATION MARKET VALuE (Do not write in this space) ,1.Miscellaneous items: (a)2 rings appraised at $50.00 each (b),Misc.'household goods &furniture 2.Gash: ,100.008 ~~, 500.00 XJJfL, Cash in house Cash in possession of Nellie Louise Ray,Executrix and belonging tO'decedent 3.Cash 'in bank: 200.00 337.68 Pittsburgh National Bank -Savings Account No.4-181371 -Bal.on 11/8/68 Insert this tot~l opposite "Personal Property",Schedule "B"in the "As,Reported"column on the last page of this return. ,I( x X 2,424.44 ". -.';. ...~"• t • RCC-36 cOmtO\'li?\LTil OF PE~NSYLVANIA TIl\N~FEn INHElUTANCE TAX n...SSlnt\T nECEDENT SCHEDULE "c" TB.A.l\,SFErtS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)No ' (2)Did decedent,within.two years of death,transfer property from himself to himself and another or others (including a spouse)in joiJ:}t ownership?(Answer yes or no)No (3)If the answer to (1).or (2)above is in tj1e affirmative state: (a)Age 'of decedent at time of trans(er _ (b)State'of decedent's health at time of ,making the transfer.'(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)No (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)No (b)What was the transferee's age at time of'decedent's death?No (5)Did decedent in his lifetime make any transfer without receiving.a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjpyment of or the right to income from the property transferred? (Answer yes or no)__~~~Oo _ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No (6)If the answer to '(5)(b)above is in the affirmative,state whether the right was ..reserved in decedent alone or other's ---'..:.--:-_ (7)Did.,'decedent in his lifetime make a transfer,the consideration for which was N~nsferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was ~ubject to Change, because of a reserverl power to alter,amend,or revoke,or which c01l1d revert to decedent under terms of transfer or by 'operation of la~?(Answer yes or,no)No (9)If the answer to (8)above is in the affirmative,was the power toalter,amend,or revoke the inter- est of t.he "beneficiary reserved in th~decedent alone or the decedent and others~ (Answer 'yes or no)No ' ·NOl'E 1:."The answers.to,these questions should be supporterl by affidavi.t by the attendj.ng physician as well as a copy of the death certificate. NOTE 2:If.answer to any of the above questions is yes,set forth below a d.escrip,tion of the prcperty transferred,it's fair 'market"value at date 'of death,dates of transfers and,to whom transferred,with relationship of tranS:fere'es to rlecedent,if'any.',Submit,copy o:f any trust de~,d.or illstrument,j.f trans- fers are claimed to be non-taxable,also submit detailed statement of facts ~n which said claim is based. NOTE 3:List applicable property below in manner in 'which prOVided in Schedules'A,B,or E. ,ITEM IIIi.I!i I DESCRIPTION NON E MARIillT VALUE (Estlmated)DEPT.VALUATION (J)<?]It.'Only) Insert thls tnt",]0p[lnslt"?"Transfers",Schedule "C"in the "As Reporterl"c0Jumn on the last page of this return. ReC-38 COMMONWEALTH OF PENNSYLVANIA TnAN~}TR INHERITANCE TAX PiliSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY HiSTRrCTIOt<iS:This schedule must dis'close all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List .real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule. "A",plus the date and place of record of instrument effecting.vesti ture,but do not include entireties or out of state real·estate value in estate valuation column.Personal property should be listed as in Schedule "B",'plUS date of acquisition,and the name,address and relationship (if any)of co-o-wners to the decedent• .Description of Property,Date of Acquisiti~n,Name I unit'percentage Estate Address and Relationship of Co-Owners,and Place I Value Share Valuation of Record of Instrument,where Real Estate.I I.REAL ESTATE.:None DEPARThffiNT VALUATION CAUTION~Do not Write In This Space. Value of Value of Entire Decedent's Property Interest II. A. PERSONAL ,PROPERTY: Cash.in-'bank: 1.First National Bank,Charleroi Savings account No.2~19 in the names of Bertha May Thomson or Nellie Ray in the sum of $11,319.31 §1I6 Sf£e-,,,6 Originated 12/19/67 2.First National Bank,Charleroi Checking account in the names of Bertha May Thomson or Nellie Ray.~the sum of $3,448.22 ~~. Originated 12;19/67 ',724.11 " B.U.S.Savings BOf<lds (Series "E") Issued to Mrs.Bertha May Thomson or Nellie Ray (a) (b) 78-$50,.00 bonas issuedJbetwee'n 1944 and 1953 40-$25.00 bonds issued between 1944 and 1953 J~1/2 ,816 .47 61~fl{.,.t/1 See itemized list attached hereto and marked Exhibit "A" '\ Insert this total o-pposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. ..),~....;..... ITEMIZED LIST OF U.S.BONDS (Series E)ISSYED IN THE NAME"OF Mrs.BERTHA MAY THOMSON or Miss NELLIE L..RAY L 406 6~53 698 E July 1942 $85.72 / "L 400 6253'699 E Dec.1944 79.00 ;/ L 400 6253 ,700 E June 1945 '77.74 V .... L 400 6253'701 E Jan.1949'69.70 Y L 400 6253 702 E March 1949 69.70 'i/ L 400 6253 703 E 1949 69.70 /March L 400 6253 704 E May 1949,68.14 / L 400 6253 705 E June ,1949 70.20 t/".;:'..:," 400 6253 706 /';L E Aug.1949 70.20 .1 400 6253 70ft VLESe~t.1949 70~20 L 400 6253 708 E 'Nov.1949 68.68 / L 400 6253 709 E Jan.1950 69.00 ~ L 400 6253 71CE March 1950 69.00 ~ '';. .~"\'\~L.400 6253 711 E April 1950 69~o6 L 400 6253 712 E May 1950 67.52 t/ L 400 6253 713 E June 1950 67.84 ~ 400 6253 714 67.84 /L E Aug.1950 / L 400 6253 715 E Sept.1950 67.84 L 400 6253 716 E Nov.1950 66.40 /' L 400 6253 717 E Dec.1950 66.70 / L 400-6253 718 E Jan.1951 '66 ~70 /' 66.70 /L 400 6253 719 E Feb.1951 / MATURITY, VALUE ,$50.00 ,, $50,.00 $50.00 $.50.00 ,$50.00 ,$50 .00 $50.00 $50.00 ' $50.00 $56.00 $50.00 $50.00 $50.00 $50.00 .$50.00 $50.00 " $50.00 $50.00 $50.00 $50.00 $50.00 $50.eo $50.00 EXHIBIT,"A" •••~.f.; SERIAL NO. L 400 6253 72Q E -1- ORIGINAL VALUE AS OF SALE 'ISSUE DATE .10/7/1968 DATE VALUE April 1951 66.70 Sub-total $1,6l0~22 '. Brought 'forward.• ••$1,610.22 $50.00 L 400 6253 721 E April 1951 $66.70 t/ $50.00 L 400 625'3 722 E May 1951 65.30 / $5€t~'00 L 400 6253 723 E Juiy.1951 65~60 / ../$50.00 L 400 6253 724 E Nov.1951 64.26 " $50.00 L 400 6)253 725 E Dec.1951 64 ..52 V.,, $50.00 L 400 6253 726 E Jan.1952 64.52 ,r.,/.. $5@.00 L 400 6253 727 E Feb.1952 64.52 V $50.00 L 400 6253 728 E March 1952 64.52 / ,./$~0.00 L 400 6253 729 E April 1952 64.52 "~·J50 •00 -L 400 6253 730 E May 1952 64.26:~" t.~../$50.@0 L 400 6253 731 E June 1952 64.40 ~-V$50.00.L 400 6253 732 E Aug.1952 64.40 $50~00 6253 ....",z./L 400 733 E Oct.1952 63.20 $50.00 400 6253 734 -63.20 vLENov.1952 $50~00 400 6253 63.34 ./L 735 E Dec.1952 " $50.00 L 400 6253 736 D.ec.1952 63.34 vE, $50.00 L 400 .6253 737 E Jan •1953 63.34 V •./-$25:'00 Q 401 1226 6035 E June .1944 40.16 .'.,V"r $25.0°.~401 1226 6036 E Sept.1944 40.16 ~25.00 ....'.401 1226 6037 ,.~.1944 40.16 V~E Oct. ../-,401 1226 6038 1944 /$25.00 Q E Nov.39.37 \/'$25.00 •.401 1226 6039 -...1944QENov•39.37 .'~$25.00 Q 401 1226 6040 E Dec .'1944 39.50 $25.00 Q 401 1226 6041 E Jan.1945 39.50 t/ $25.00 Q 401 1226 6042 E Feb.1945 39.50 i/' V $25.00 Q.401 1226 6043 E Feb.1945 39.50 V $25.00 Q.401 1226 6044 E March 1945 39.50.,Sub-total $3,100.80 -2 - -' Brought t:orw'arq •$3,100~80 June 1946 37.91 ~ July 1946 'J7·91 ~ Aug.1946 ,n7.91 ;,/ Sub-total •$4,106'.00 -3 - 38,.87 38.'87 V 38~87 v" 38 8 t/"'""• 7 38.12 V 38.53 V 38.53 v 38.53 V"" 38.53 V 38.53 V 38.53 I/'" 38.53 ~ 37.75 v $39.50 / 39.50 / 39.50 V" 38.74 V 38.74 1/ 38.•87 ,t/.."~':' '38;'~87 .;/ -38.87 / 38.87 / 38~87:/,.~;.', V March 1945 March 1945 April 1945 May ,1945 " May 1945 June 1945 June 1945 July 1945 July 19~5 Aug.1945 ., S'ept.1945 , '.~' Se~1945 ~19450ct. Oct.1945 Nov.1945 Dec.1945 Dec.1945 Jan.1946 Jan.1946 March 1946 March 1946 April 1946 May 1946 -Q 401 1226 6070 E Q 401 1226 6045 E Q 401 1226 ,6046 E ~401 1226 6047 E Q 401 1226 6048 E Q 401 1226 6049 E Q 401 1226 6050 E ~4011226 6051 E Q 401 1226 6052 E Q '401 1226 6053 E Q 401 1226 6054 E Q 401 1226 6055 E Q 401 1226 6056 E Q 401 1226 6057 E Q 401 1226 6058 E Q 401 1226 6059 E Q 401 1226 6060 E Q401 1226 6061 ~ Q 401 1226 6062 E Q '401 1226 6063 E ~401 1,226 6064 E Q 401 1226,6065 E Q 401 1226 6066 E Q 401 1226 6067 E Q 401 1226 6068 E Q 401 1226 6069 E $25.00 $25.,00 $25.00 ,$25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $2~.OO $25~OO $25~OO $25.00 $25.00 $25.,00 ' $25.0@ $25 ~OO $25~00 $25 •.00 $25.00 $25.00 $25.00 $25.00 -:r' Brought forward $4,106.00 ,/'$25.00 Q 401 1226 6071 E Aug.1946 $37.91 $25.00 Q 401 1226 6072 E Sept.1946 37.91 t/ , $25.00 Q 401 1226 6073 E Oct.1946 37.91 ~ ,. V$25.00 Q 401 '1226 6074 E·Nov~1946.37.14 $25'.00 Q 401 1226 6075 E Nov.1946 37.14 V .' I $25.00 Q'401 1226 6076 E Dec.1946 37.31 V $25:00 ·v·Q 401 1226 6077 E Jan.1947 37.31 ·/$25.00 Q 401 1226 6078 E Jan.1947 37.31 $25~00 ,vQ,401 1226 6079 E Feb.1947 37.31 $25~OO ·Q 401 1226 6080 E March 1947 37 ..31 t/ •$25.00 Q,401 1226 6081 E April 1947 37.31 t/ ·v$25.00 Q 401 1226 6082 E April 1947 37.31.,.V$25.00 .~401 1226 6083 E May 1947 36 •.55 3·6·:71·.../:= $25.00 Q 401 1226 6084 E'June 1947 ,·$25.00 Q 401 1226 6085 E June 1947 36.71 .../.·.'.$25.00 Q 401 1226 6086 E July 1947 36.71 '''t/'. .,·$25.00 Q.401 1226 6087 E Aug.1947 '36.7+':t./ ,, $25.00 Q 401 1226 6088 E Aug.1947 36.71 v, $25.00 Q.401 1226 6089 E Sept.1947 .36.,71 i/': ".f· $25.00 Q.401 1226 6090 E Oct.1947 \36.71 ,','-""'. $25.00 Q.401 1226 6091 E Qct.1947 36.71 ---.. $25.00 Q,401 1226 6092 E Nov.1947 35.96 V ·$25.00 Q.401 1226 6093 E Dec.19'47 .36.12 V../-$25.00 Q.401 1226 6094 E Jan.1948 36.12 $25.00 401 1226 6095 1948 36.12 t/' -Q,E Jan. $25.00 401 1226~6096 1948 36.12 VQ.E Feb. $25.00 .Q 4en 1226 6097 E March 1948 36.12 'V Sub-total ,$5,101 ~97 -4 - --_. ··i ...j .. ,. ,::.:"....•~!'......'"Ie .,. • .l ,'., Brought f9rward $.5,101.97 $25:.00 ~401 1226 6098 E March 1948 $36.12 / $25.00 Q 401 ·1226 6099 E April 1948 36:-12 V $25.00 Q 4@1 1226 6100 E May 1948 35!39 v $25.00 Q 401 12.26 6101 E May.1948 35'~39 V, I 35.55/'$25.00 ..Q 401 1226 6102 E June 1948.... $25.00 Q,401 1226 6103 E July'1948 35~55 1/-... $25,.00 Q,401 1226 6104 E Aug.1948 35~55 V $25.00 Q 401 1226 6105 E Aug~1948 35.55 I/' $25.00 Q 401 1226 6106.E Aug.1948 35~55 f/' $25.00 Q 401 1226 6107E Sept.1'948 35.55 V $25.00 Q 401 1226 6108 E Get.1948 -35~55 t/. $25.00 401 1226 6109 1948 34~70 ..,'..Q.E Nov.'l/ $25.00 Q.401 1226 6110 E Nov.1948 34:70 v' $25.00 Q 401 1226 6111 E Dec.1948 34~85 v ,~'$25.00 Q 401 1226 6112 E Dec.1948 34.85 ."....", TOTAt.• • • • .•$5,632.94 EXHIBIT "A II --.-/.. 1:-''' SCHEDULE '~D" BENEFICIARIES r.- v. \ h ,"RELATIONSHIPBENEFICIARIESANDADDRESSES(If step,children or SURVIVED DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH NELLIE LOUISE RAY 3/8/1896 l~g'McKean AVI'>nl;~",.... Charleroi,Pa.15022 -Sister Yes ~.Total .- ,. _. .- "; !,", , I ,j '. , ,. , -y ..", ~. , ..y ,.- \,, ,-,.. ...:.,-,.}., I ,..I-,, "", "...:I-~t..~ \ f-"i , I .-r , , :~.. Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE , I, N 0 N E , Will Administration No.Year (Executor·Administrator must complete "As Reported"column #1.).'.J "', ; ,it; •~:1 " P.Il THE ~[ATTER OF THE APPRAISEMENT OF THE EST:\TE OF BERTHA MAY THOMSON Deceased Late of ....s.p.~.~J:'f3 ..13.().r..()\;lgh 'l CJ .....,"'d :::0..,~~(l)(l)0 ..,e..'"'"'"~-en 0...,....,::3 "'d.(l)e..~~.., ~0 X '0~!"'l\"'d (l)cr-~..,.., (b 0 -<t'0(l)t%j .., '"~ ~'<:~~(l) ;.' ..r:-.:~-t': ~',~-fn'-00 -00 -00 e' t· :'1.' " '~ County of ..W?a.b.ingt.on Commonwealth of Pennsylvania REPORT AND APPRAISAL S~~-~~"1 ~I -l.!',·~,'.I':-'_;j~·~!:J (...,_.,;1 ....-:iIJ '.k\W~?". :~Q:\.Z.-.:; :~:...j:::" :'":...j:::" :1\) .~ :::~::•...j:::":. " Vlc:~s:::> .':::0--..---0-<Vl Vl (')(') ?"?" ~>; :~---1\):1\):> ..~til ...j:::":0 :::0 1\).(l)-:0"0'.........j:::":0 0 '-'.:..., ...j:::":O 2" ...j:::"O-=" -W-OO-€F.>-OO 1-"c. ,r'~"G!.!l.QWAl'D ~.,.cA~~QN,.Atttbrney at·'IJa·w:! 212/~Qur~h S~reetChar]e~:oi1,!Renna.\...)."'.";.15022 ........ H ... ~-fn;~: .;.g.'.-\~.~; : •:i.~. :~:, ~~-<:\ ~. \"-.}: ~..~: ~. .~: :\:\-:&~:>:~~.; :~:Cj rt:~:l.2 2"~.\....,:,,:.3'-':~:()_.:~.:Q i?:'\:_c..'-' ---~ Form RC C·10 DEDUCTIONS ALLOWED IN J OFFICE OF TME REGISTER OF WILLS OF WASHINGTON COUNTY ~-STATEMENT OF DEBTS AND DEDUCTIONS ~~. THE SUM OF •I • • • • • • • •••$... DATE APPROVED . AND AGENT OF THE COMMONWEALTH Register of Wills,Agent ESTATE OF BERTHA MAY THOMSON LATE OF _.....:S~p..:..e...:...er_s_B__or_o_ug~h _ DATP F EATH October 7 J 1968DATEOFFILINGAPPRAISEMENT~0 D _...:..:::....:::..;:::.=..;:=-....J_L....o_I-...;::.._::..;;;...:~_ DATE NO.OF NAM&:OF PAYEE REMARKS AMOUNTVOUCHIiJll Money advanced estate to 11/7/E8 1.Nellie Louise Ray probate Will &2 S.C.20 50 Aaver~~semen~01,~etters 1 1 17 If.A 2 Washington County Reports testamentary 12 1:\0 11/7/6S 3 Harold L.Schrock Funeral Expenses 1,436 50 11/7/E8 4 Bell Telephone Company Bill dated 10/16/68 Q l:\R 11/7/E8 5 Nellie Louise Ray .tier una or money advanced ~h l:\()to repair furnace 11/7/E 8 6 David P.Scholl Cutting of death dates and f'llp.::!nina-n.p ml.:nn ,.,.,.,'"H"" marker 48 00 11/7/E8 7 West Penn Power Company Services to 10/28/68 ?,'fi~' 11/7/E 8 8 Columbia Gas of Pa.,Inc.9/23 to 10/22/68 23 00 11/7/E8 9 Culligan Water Conditioning Tank Exchange 4 24 11/7/E 8 10 Betty J.Sweeney Trip to Washington - W~tness to Wl~~15 00' Da uuc v v , 11/12/68 11 Washington Co.Reports __~advertise letters test.1 SOl, 11/12/I '1 68 12 Harold L.Schrock 5 death certificates '3 00 12/7/68 13 The Valley Independent Advertisement of letters .t\{:.;:._.. testamentary ..'10 50-,~I,~Irt"l 12/7/68 14 COlumbIa Gas of .vu"....'-/....v(vv to 11/21Pennsv:vania.Inc.Reading 10/22 2'i 00 12/7If:8 11:)West Penn Power Co.Due 12/13/68 Sere 'to 11/27'7 07 12/14/68 16 Culligan Water Conditioning Tank Exchange 12/3/68 4 24 1/4/6 ~17 Russell Marino,Agent --~On',acct.of Inheritance ta'"':2-'1')('1("1 h("\- 2/11/1rig 18 I Pr6fessional Services IC.Ramaswamy M.D.in fUl~--_._--130 00I ,/",~~~ 2/11;1ciq 19 Center !....JJvvv ......"'~-_••_-- Githens Ins.Continental FDP 8784488 ~Renewal 12/31/69 2.1 pO ,-i::\.VJ.-u QG J.~UCl.Uv2/11;11>9 20 Githens Ins.Center Liability -1st Installment Pol.#L 14424~7 Continental 13 00'R 1 Ii.::!t:P 1 /?4/70 DEDUCTIONS ALLOWED IN 'H'SUM 0'............•(f~lP!ff DATE APPROVED 1-V 7-(J STA"fEMENT OF DEBTS AND DEDUCTIONS ~..'4'-i ,.r • ..OFFICE OF THE ~REGISTER OF WILLS WASHINGTON Form RC C·lO OF COUNTY ,'~v ,~......................,.. AND AGENT OF THE COMMONWEALTH AI),_ / vvv I Register of Wills,Age~t J"7" BERTHA MAY THOMSON LATE OF Speers Borough ESTATE OF DATE OF FILING APPRAISEMENT Jan.6,1969 OATS:OF DEATH October 7,1968 DATI!:NO,OF NAMr;:OF PAYEE REMARKS AMOUNTVOUCH"" Money advanced estate of 2/11 V69 21 Howard F.Carson,Esq.file Inv.&Appraisement 5 00 3/22 V69 22 Joseph J.Buch,M.D.f~g~e~~~~lt~el0~)g8in full'- Charleroi-Monessen Hospital 330 00 6/7/1D9 23 Charleroi-Monessen Hosp.Services in full from 8/6/68 to 10/7/6~(62 days)123 30 ,- 7/7/1 24 I.L~CJ~vUUUvY u_~._....- ~9 Malcolm L.Morgan,Co.Treas.Speers Borough -Q.,.~ 7/12 /69 25 Margaret Bennett,Tax Col.1969 Speers Borough-School taxes - 2 sty.fr.hse. lLar Lots ~14-~1J:) D.B•.541-541 •.f 0("'1')_c:.'2 '1. 9/9;1 ~9 27 Cathy Jean Rosenthal N.P.fee on deed 1 00 9/9/1 59 28 Betty J.Sweeney N.P.fees for Estate 7 00 I 9/9/1 '9 29 Nellie Louis e Ray(~,Executrix fees 725 00 g/g/l5g 30 Howard F.Carson Attorney'fees 72')00 9/9;1D9 31 Russell Marino,Register Fee for filing account 16 00 Note:Accountant takes ere dit for the following ImoneydeductedfromsalepriceofrealI 'R :~tp ~R f'oll ()1AI~. a Deed'transfer s tamps.•••••.'$95.00;;.~ .LJ ,LJva.u .L cc •• ••• • .• •...-fV.VV c Comm i 13sion on s a~of real estate !C.S.Bateman ~ency).••.•'547.20 fA'~,A Uo:>14n41.+-OT>Yn;+-O .,.,u ,extermination atnd repair of ~~ Ut:dUl .lU .• •••.•••JUU.uu J.,u~o c.u I OJ,,!,A...;/I--O<,A'-h wi ~AA~;{IS'~I COMMONWEALTH OF PENNSYLVANIA I s.:COUNTY OF Washington I,Nellie Lou se Ray ,BETIY J.SWEENEY.Notary Public Charleroi Borough,Washington County My Commission Expires July 31,1971 ",.\....,.......''"'1:'"••~.-t . r .,'.'.';':J.''_-:J.I-.,~,. :, ):"<, .".~;" v· .!....'.' ".J,..~ \ ,'..'.¥d.''OJ Ii015~J#~,~ '$71 JM.~O '~f31 S1~JHJ :QN!tllnv 11E'S·SnlJ \. I'"j"r~~-~.I.'.- •j~ ..-..~ \ \ ~<, \.\:.\.'. \. '..... ,t....,-. GJ.-11 •'·1 " ":...'~:.""... .. .-:'~.•n p" .l .,~,.... ,:...'~,...~;',~l I.. '{ ,1,', !L ....., .-J':~,.1, " ..... ., ., .I!-'.,"l",'tJ "~f J:1':1,-' t1... "',. ,\ • J '1.-~.. . ,.~}.~\,.' :)\; \ "/ ".:. .L '.. ,..',:. \:.. ".:L .'~"'-..,""~t;~..-tIio.,J "...' R CC-Bl.(2-64) COMMONWEALTH OF PENNSYLVANIA .PEPARTM~NT OF R~VENU'E ~lJ~eAU OF COUNTY COLLECTIQNS INHE;RlTANCE TAX DIVISIQN NOTICE OF FILING OF APPRAISEMENT NELLIE LOUISE RAY (E~~c;:utpr .~~. IN YOUR REPLY PLEASE REFER TO 37-155-5 In Re:Estate qf .,.."...--..-..,.,...,.....,...,..,..,...;B::.:ER=:.:T:..:;HA::.::",..;MA=.:.;Y:-...,::T~H~OMS:..=..;O:.:N.:.,...,:::a:L,./.:..:.k/~a::;.,...,.___ ............,..,....,.,...,...'""'"'"',.!:W~A~S~H*#IN:,!..:G¥l~O::.;N......,.,.......,.,.....,...."...,.......__.Go'unty...,File No.63-68-1382 Dear Mrs.Ray.: You are herepy Dptifi,ed that tlJe ..'.'.OX;,igina1appraisemen~~~~he esta~~of . .Bertha May Thomson a/k/a . has been filed in the 9ff.tce ~fthei 'Register of wi,;I.1,s·Qi Wash~tori ' County on ,JaIl~r;r ,14 .,.,'1~..22~S~id apP:raiseJ!1ent reflects:the fOllowing valuatiQn~: ,~li.-,·"'i As to such ~ax ~ha~~~paid wi,thin tQree J!1Qnth~from.d~te of death,a five (5%)perqent 4i,~co~t i,~allowa,ble.As to a.nyta,x that remains unpaid after-on~yea,rfrom .date of dea~h,interest at the rate of six (6%)per-ce~t per a.nn~i~chargeq. ~ny pa,r~¥in ~ntere~t w~Q is aggrieved ~r an appraisement may appeal therefrom,as provided by law. si~n~~a7 e -a)U: Title ·W.R.CHANEY..EF APPRAISER...,'.'...I,·,.." ,.,-,..." •::1~".I • DATE OF DEATH:October 7,1968 Note:This is not a bill l · j "COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX .. RCC~39 (6-67) RESIDENT DECEDENT THOMSON BERTHA MAY a/k/a THOlYISON,BERTHA M.a/k/a THOMSON,BERTHA,". FIlE #63~..68-1382.... October 7,1968 ~.? r 'L't~ SUMMARY T1..EPOHT OF INHERITANCF.TAX APPRAISER duly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully report that I have appraised property as reported in the foregoing return ~t the values set forth the last column to the right in Schedules "A","B","C"and "E". ~,e~.e¥A'INHE~A;APPRAIS~01-14-69 10-07-68 I~the undersigned #63 Washington the real and personal oppos i te each ~iS.em .in Dated: FILE #63-68-1382 REPORT OF THE REGISTER OF WILLS ..I,the undersigned duly eleet~cll\~gister of Wills in and for _ County,Pennsylvania,do respectfu~ly~~eport that I have allowed deductions in the amounts claimed b;y deponent,except as to those items where a greater OT 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.dedtiction. Dated: REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAI SED VALUE AS REAPPRAI SED $122 000.00 $12,000.00 $_ 2,424.44 2,424.44 17,809.96 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAJ{VALUE OF ESTATE =====:= 32,234.40 =====.-=======:.:-.-- Valuation of life estates or annuities . . . . . • . . . • ,$=.~-- ESrATE T~X ASSESSMENTS ~.,.....,..,----- ,~~~-:7j~~~~:~.,~~.~r:orr'-BSE OF REGISTER ONLY.,., .(T~,x on $________n% Tax on $.__10% -/Ta,x on !l;~0.Ff/ , T ax on $.lA' Ex:emptions :=::,) T o'tal Es tate------TOTAL TAX !,Less tax previously paid '.BALANCE Less 5%of tax .if paid within 3 months after death CO~WUTATION OF TAX $~''--'-'---$.' $-----'--- *=====:=~=$.......~---- $Y======1= As evidenced by Charitable Exemption Certificates i~sue~by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE $.-------- Add interest at rate of 6%from to t--------AMOUNT OF ESTATE TAX ASSESSED $~_ Estate tax paid $------ BALANCE DUE *_ Add interest at rate of 6%fromto $_ TOTAL TAX BALANCE $_ PAID $ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the rregister of Wills,for proper reason,same should be noted below,with short explanation. Will ~ Administration ~No....................Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .........I3:E;Itt&.~...M.A..~..~~()~().~..a/~/~... Deceased /~ ¥ J Late of .SPEERS "...... County of !JASHINGTON.".'.'.'."'~"""""'"'~~. Commonwealth of Pennsylvania REPORT AND APPRAISAL \u ,. '! .;.' , ~- Form:RCC-2..COMMONWEALTH OF PF;NNS~!-,VANIA DATE .................~.~~Fy...)A~......~?§.?................"DEPARTMENT OF REVENUE RESIDENT INHERI'PANC~TAX ..................~~.~.?~.!.:1.~~.C?.~...............................t'"~COUNTYBUREAUOFCOUNTYCOLLECTIQNS- HARRISBURG,PENNA.171 Z7 APPRAISEMENT FILE NO•...................Q?::::9..?::::.f:??.?................................ Whereas,...............................~.~.r.t..h~..)1~y....'£h9.m~.QP.:.......~/~!~..............................late of ............................................~.P..~.~.:.~.............................................. in the County of ..................................Ghg.:r.l~.rn.;i"......................................................................Commonwealth of Pennsylvania,having died on the .................................7...t..h.................................:.............day of .......................9..q~9.l:>.~:r................................68 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,..............................w..~.~..~.....9..h.~.y..................................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for Ufe 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 AppraisementDescriptionofAlletValuesMadeforInheritance Tax Purpoles $ REALTY: All these certain lots of ground situate in the Borough of Speers,County of Washington and Commonwelath of Pa.,known al lots No.314 and 315 in the llifaple View Plan of Lots.12,000.0 12,000 00 , PERSONALTY:Mis Miscellaneous items 600.0 ) Cash 537.6~ Pittsburgh National Bank Savings Acct.1.286.7D 2~424.4k-2,424 44 .. HELD:IJT. .' First National Bank.Savings acct.in the names of .~ Bertha MaN:Thomson &Nellie Ray ,11,545.00 First National Bank.Checking acct.in the names of Bertha Mav Thomson &Nellie Ray.3,448.22 U.S.Savings Bonds in the names of Mrs.Bertha IVlay .. Thomson &Nellie Ray.2.816.47 17,809.96 17,80c 96 Total 32,23l 50 form~;v~~hb~:::%i:w~~CCL?~l~~:~~o~e~~~~=$?Ov;":~~~~;~n:~~ .~ApP~I~r ~':27~~'7"}......•••••••••••••••••••••••••••••...;:::. ..,1tiASHINGTON County J / /7' RESIDENT INHERITANCE TAX APPRAISEMENT Estate of BERTHA MAY THOMSON............................................................................. Deceased. Late of SPEERS Date of Death,9..9:t.9.P.~.:r....7.1..)SML . Appraisemel!t Docket Vol.,.3.7 . Page,l5.5~.5.No 63.':'::.68~.l3.82 . Filed in Register's Office,J.:.:lJ.?,~~J4.d9.9..~. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Exa.n:r-ined and Approved,: . Wrote abo,ut Appra.isement, '/:-r- 'Vd "Oei NOl,$niHS)',-\\ <:.~.'11 !;\.t..J\"1 }I:l 1<;',"::";::I,lA~.I ,..1 ......'\0...~...",..~,.""_tl . ON niT:;;11Bssn~ I l • ., .Appeal f,.om Appraisement,../-.i• I J I r I•~-1Id;.1 I:;:1."':1 n /'~~i~i!i u:.~ 'Entered and ,charged,;..4G 3".."f 11,'.'-,~"-jE."",<;_~;d .....J.." '"\. i J ,iI RCC-4 (8-68)COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NO..A033032 OFFICIAL RECEIPT •PENNSYLVANIA INHERITANCE AND ESTATE TAX I,'" .~: , I :1 ,I---1 -:1'/1 '.-,II '----------'l~~",r.I'I $ $ $.'3,.368.42 $ $ $ . $160.42 0/0 Tax on $_ Estate Tax,Act of May 7,1927 2%Tax on $_ 6%Tax on $_ On Account15%Tax on $_ SEA L .NOTE:This Triplicate Receipt to be retained for audit purposes. TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of ,"F ~,...."__%from /'".'•.t~,-'.jto___'_..,-,--'---__'','....:$'. -..-./n ;'i;...'.,,~-<;•"J,..~'.~3)'200~OO"#, TOTAL AMOUNrPAID,,,~_ • -$,========='j (I- V~;r.ud_:?t«;;_:~?~:1 Received by NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the life 'It·~·,(Signature)?h' tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall ".<tf:~.;',1/1._Z,''t?t:-,'A./.•'C-f-"'/~-?,,/',<~','. nat ~e precluded or prevented from hereafter assessing addit.ional inheritance tax at the death of the;_!..--7-'_~~"--':"":""""7'_-d:~~':"":""/:--'_(/_,·_.:....:....-=--_~__II]I life tenant or tenant for years whenever it appears that such additional tax may ,be legally due and .','.(lif'le), . _.. collectible for any reason whatsoever. BERTHA MAY THOMSONNameofDecedent------------------1 January 7,1969DateofPoyment ~ ,63...68...1382 10-7-68FileNo.Date of Death ----l Charleroi,Pennsylvania 15022 212 Fourth StreetAddr~ss --l Remarks: WASHING'l'CNCounty~__'____1 THR.I!E THOUSAND T\vO HUNDImD and 00/100 -....---...- -RECEIVED_---.~~r-=-......__::;=_=_=,....,.,=,__==------------'--------------:...---dollarsNellieLOuiseHay',F;xcr.representing Pennsylvania Inheritance or Atty.Howard F.Carson Estate Tax due from the following estate:Fro~:.--IIllI,fil /; I'----------llr~·' '---;-,,------~~-'~------~~._,,---