HomeMy WebLinkAboutOC1968-1412 - ESTATE OF ROBERTS~CC-39 (5-68l
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
tstate of ROBERTS,
(Last Name)
D.
(First Name)
SHANOR
(Initial)
DATE OF DEATH_9!...--.:6:...-.=..68=--_FILE NO.63-68-1412
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 'vfashi.rlgton
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 item in the last column to the right in Schedules "A","B", "C",and "E".
Dated:01-22-70
09-06-68
REPORT OF THE REGISTER OF WILLS
I,the undersign;,d duly elected Register of Wills in and for Washington County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set f.)rth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
SUPPLE:~·1ENTAL APPRAISENENT EGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--2.727 92
2.727 :q2
VALUE AS REPORTED VALtJE AS APPRAISED
$$
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule 8)
Transfers (Schedule C)
Joint -Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and DedlJCtions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $---------i--.J~
Tax on $c.&Y
Tax on $5%
Tax on $10%
Tax on $15%
Exemptions $
Total Estate -l-__
TOTAL TAX
COMPUTATION OF TAX
$--------+---$--------+---$--------+---
$-------+--
$--------f--
$-----_--1._-
($)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::~t===
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $------
AMOUNT OF ESTATE TAX ASSESSED $l.-
Estate tax paid $'L-
BALANCE DUE $---_~~
Add interest at rate of 6%from
----__to-----$-----~t=TOTAL TAX BALANCE $------IPAID$.....1
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.
Will lAdministration~No Year .
IN THE
~
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
...D,....SHANOR..ROBERTS...
Deceased
.~
•
Late of ..
County of
.....EIGH'l'X ..rQUR .
.WASHING.TON .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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JigPARTMENT OF REVENUE
,;;,..
BUREAU OF COUNTY CbLLECTlONS
HARRISBURG,PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA)".DATE ~.c:lflY:~y.??.,+.9..79..
RESIDENT INHERITANCE TAX COUNTY w..9..;:;h..IDgt..9.n :.
APPRAISEMENT FILE NO.63-68-1412 :.........................................................··········································1
Whereas,D.•....ShanQr RQ.b..e.r.t..9 late of ,~.~g.~~y f..'?~.
in the County of Washingt.m I7 ,Commonwealth of Pennsylvania,having died on
the .5 :th day of Se.p.t.emb.e.r.:19 9.$.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,w.R.G.h9D.e.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
fonmty WIth law on thlS~'<~day Of~~~g;.~~
;Zl::::.:·.:·.:::::.··:::·::··b~~..·~d..·St~~·i·;..·;~~~:·:
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 AppraisementDescriptionofAnetValuesMadeforInheritance
Tax Purpoles
SUPPLEMENTAL APPRAISE~~NT $
PERSONALTY:
Cash distribution from Estate of Ethel J.Roberts,
deceased,it 63-69-227.2,727 92
I
.
.,
-
Total 2.727 92
w
..
I Having been duly sworn ac rding to law,I do hereby certif hat the above appraisement is made in con-.
SUPPLEMENTAL APPRAISEMENT
.........................WASHINGTON...........................................County
ORIGlNALEILED Sentember 6.1968
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
D.SHANOR ROBERTS
Deceased.
Late of
.......................................E.J.O:H'rX .f.Q.W1 .
Date of Death,$..~.p.£.~mb.e.r..6."l.96.8..
Appraisemel!t Docket V01.,;3.7 .
Page,15.7.~1 No....63.~6.8.:'::"lU2 .
Filed in Register's Office,~gn.)J.ar.y ~.:z."J9..7O'..
Amount of tax due,$; .
DEPARTMENT OF REVENUE
Received,
Examined an.d Approved,·······Vd '·00 NOIONIHSY!1\
Wrote abo.ut Appra.isement,Sll IrH ..::JO tlJ1S/v3tJ
oNI }!Vb~11.3 SSnu
:Appeal f1'om Appraisement,··················································00 f,I·Jd 9i NVr 0L
............:::....~(1 :1 .,I .J
Entered and charged,......::J I _:I
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FORM 67
REV,1-50
REG,WILLS
Application for 14tUtrs of Allministration on tbt
. ..
Estate of...)?.~.....§~.~.Q~...~9..~~.~:£.§....~.!.~!.?.:....P...~.....§..~.....~9.~.~.~T..§....~.~!..~p.~y.;!;p.~.~...J~9..~~.R.TS
..............A/~~/!\.Shg.nQr.Ro.Q.e.r..t.a.•A/~/.A D..~.'S.h~.n~r.B..Q'b..~.r..t.a , .
late of.....~,::..J~.::....~?..~.....~.~~.~!.¥..=.~.~.~~..~.....~.~~.~.~.¥..~y.,~.~~.?:,Deceased.
Before the Register of Wills of Washington County
personally·appeared ,P...,ftRP..G.~BQ~~.BT.~L ..
who,being duly sworn deposes and says that.p..::§~~~9.~~.9.~.~~~.~,.
.age..7..7.,having h.J.!?...last family or pri~cipal residence at..g.~p...~#..?..(,§.t.,9.h,t:1',::.~9,~E,!..
.(Street and Number)
..E.~..::..!..~.~.!:h.!~.~~p..~,Washington County,Pennsylvania,died intestate
(City.Borough,Township)__.
at..~J9..h~.::..:::.~,~.~!:.!.E.?-..::::::.,on the §day of ~.~.l?~.~~.~E .
A.D.,19 §.~,at..,M.,possessed of personal estate to the estimated value
$..p.J}Js~g~.;},and of real estate in the Commonwealth of Pennsylvania to the estimated value of
$~!:?:~.~~~~: ,situ~te in ~.::~~,!:~.!.~~~.p...~~~~.!.~~,~!,~}~.~E~.~.
...........................................;'..
The nstmes and addresses of the deced~nt's surviving spouse (if any)and other heirs including
heirs by adoption)are as'follows.
REI,ATIONSHIP RESIDENCE
.g~~f;.~.e.M.!:W9..R:r.~,;rr;'IQ:;r.~m p.~.~9.b.!:~E ~9.n:9D9.~.h~..!~..!;p.~..~_..
..p..~~~Y.f;.~~9.~~.R:r.§:~9..~,~.~}?.~#.~..!~.~.9.h.!:y..:::~.9.~.E.!..g~..::..
........................._;.
.......................................................................................................~.~_~~
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......................j _••••••••••••••••••••••••••••••••••••••••••••
That deponent is over 21 ye~s of age,resides at ~..~.P...<..~.?..~~.~~~.~Y..:.~9..~E ..!·g~..~..
-,"
is a citizer_of the United States and a resident of Pennsylvania::'and respectfully applies for Letters of
Administration upon the Estate of said decedent,no letters having been previously issued thereon.
Sworn ~nd subscribed before me this ..!.~t.h ..
day ofn.~E.~E.,A.D.,19 §.~.
............~~222...~.
REGISTER
..'
COMMONWEALTH OF PENNSYLVANIA}SS:
WASHIKGTON COUNTY,
:J),b-e~.
And now :_,19 ,comes _.
who being duly sworn doth depose and say that ~will well and truly administer the goods and
chattels,rights and credits of _,deceased,
to the best of...skill and judgment in strict compliance with the laws of this Commonwealth,mind-
ful of the laws relating to inheritance taxes.
Sworn and subscribed before me thiS L.£y..
day of................,A.D.,19 &..
...................._:::::::::::::::::::::::::::.::::.::::~:~
REGISTER
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APPLICATION FOR
Letters of Administration .1
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/"
.ESTATE OF
~.~~.-Deceased,'
,.
R $..:.
Letters :.:.....r J
P $;1:..
Extra ,Alias ;$.
Certificates ...j.A.~....$/r..<!...t!..
Renun~iations ./'.'.$1..~0 ..,
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ESTATE OF
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..P..~.....e~NQ.E ....R.Q~.~B:T..e ....~.&.!~.....P..~.....e.~....B:Q.~~.~T..e ....~.&.I~....p.~'y'!.p......~..~....~9.~~.~~§.....DECEASED
The undersigned f.Bb.N9..~§M.~W.Q.R.WJNG.'r.Q.~_.and heirs
of....P.S.Hh.NQR BQ~.t!RT..S.t!.S.T.h.T..t!..late of.....R.,p...,#.f..,~j';.gh.:ty.::J.QY.-X.'P.9..,.
North Bethlem Twp .
.deceased,hereby renounces h~.;:right to administer on .P..!§:t1;~N9.~~9.~~.g~.~estate
and respectfully asks that Letters of Administration be issued to p...~~.~p.~~~9.~~.~.~.~..
...............................................................................................................................................................................................................................................................-'-,----
Signed in the presence of:
•••!••••••.••••••••••••••••••••••••••,.
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RUSSELL t-1Ar\lf;;O
REGISi"EFl Or-\'/illS
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Estate of .P ~~p.Q~RQP.~.r.~.~2..........}
F P 'T D.J1 ..No of 19 .late of ~.1.ght.y q.l,1r..,EI.~.,IDeceased
'KNOW ALL MEN BY THESE PRESENT.S,.
That we,.P~....13.:r.ll.c.~~.l?~.r..~.~...~.s..)~r.~.~.~.~.P..~~..13.~~y~~.~~.~~~.13..~.~.~~.;(j.~}.~.~I ~d Guarant
...q.Q..'!~.~.t.~m9.r..~.~M..cl ~~r..f).~.y .
all of Washington County,Pennsylvania,'are held and firmly bound unto the Commonwealth of Pennsyl.
vani;},for the use of those interested in the estate,in the.sum of ..Tw.enIy.9Tnba~and Do~lars;to
be paid to the said Common~ealtli,to which payment,well and truly to be.made,we do bind ourselves,
jointiy and..severally,f?r and in the whole~our :h~irs.'..:exec.utors,administrators,successors-~nd-assigns,>and-=--c ,
eacn and every of them,firmly by these presents.Sealed with ~ur seals and dated the .?5..~J:l day of
.~.9.c..t9.l?~.r.A.D.,one thc:>Usand nine hundred and S.1xty ~"g..n.t .
THE CONDITION OF THIS OBLIGATION IS,That if the above bounden ..
.D.Bruce Roberts...........................................................................................................................................................................
Administrator or any of them,shall well and truly administer
the estate according to law,this obligation shall be void as to those who shall so administer the esta~;\b1;1tr '"
otherwise,it shall remain in force._':\~'\'r ,._.
Sealed and delivered in the presence of:
._--.--._--------~--------_..._--------:.
l'tntt~l'ttt of §;urtly
I,-------------------------------------._.•surety in the sum of $_.on the
administration bond in the estate of -----..,say that I reside at
,Washington County.Pennsylvania;that I am the owner of real estate.the
title to which is in my own name and duly recorded,situated in _ __ _ .
Washington County,Pennsylvania.worth above all encumbrances $.----.;and that I am worth the
amo'unt expressed in said bond,over and above my just debts and liabilities.
.-----....•----------1'
.._------._----------------------._-----------..-._-------.•-._--------------
Street
t'tnttmtttt of ~urtll1
P.O.
.1.-----.-----.---.-------..---------.-----------.._... . ,surety in the sum of $._..on the
administration bond in·the estate of ---.----------.....--..-------.--.----..-------..--------. . .__,say that I reside at
.-...---------.-----..---.------------------------------------------.-..------,Washington County,Pennsylvania;that I am the owner of real estate.the
title to which is in my own name and duly recorded.situated in _..:__.
Wa~hington County,Pennsylvania.worth 'above all encumbrances $..----.--.._;and that I am worth the
amount expressed in sai.d bond,over and above my just debts and liabilities.',.
............................................................-_-.
COMMONWEAL.TH OF PENNSYLVANIA.}SS:WASHINGTON COUNTY,
---------------------------
Street P.O.
And now ,·.............19.............comes _ _ _ _ .
who being duly sworn,says that he is acquainted with the financial standing of the securities to the within bond;that
the said obligors have each executed the said bond and that the sureties thereto are the owners of real estate in their
own right of value more than the penal sum of said bond over and above all incumbrances and exemptions.
Sworn and subscribed before me this _
day of .._._.__. .... .._....A.D.19 _-_._---_._.--------------_._-------------_.-._-..;........--_._------.
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Diht5~in!ltou aIouuty,\
,.I I ,Hussell Marino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
-~D.Bruce Roberts
administra t or of all and singular the goods and chattels,rights,and
credits,which were of D.Shanor Roberts,al/K/A late of Washington County,deceased,
D.S'.Roberts,A/K/A David S.Roberts,-'\/K/A Shanor Roberts,A/K/A
D.Shaner Roberts
GREETING:
WHEREAS~th~said:D.Shanor Roberts ,A/K/IA D.S.Robert s ,A/K/A late of
David S.Rob:erts,A/K/A Shanor Roberts"A./K/A Shaner RobertsEightyFou'r ,Pennsylv2llnia R.D.1I2 In fhe county aforesaid,lately died intestate,
(as is affirmed),possessed of divers goods and ch atte1s,rights and credits,within the said County,
Russell Marino
-i ,
by reason whereof th~;power of granting administration thereof doth belong to me;I therefore,confiding
i .
in your fidelity,do by these presents grant unto you these LETTERS OF ADMINISTRATION,here-
by commitfng unto you full power to administer the goods and chattels,rights and credits,which were
of said deceased within this Commonwealth,you having taken and subscribed the oath of office pre-
scribed,by law;requiring you to well and truly administer the goods and chattels,rights and credits,
which were of said deceased,and to exhibit a true and perfect inventory thereof into the Register's
office,at \V'ashington,within ninety days,and .to render a just and true account of your administration
at the expiration of six months from the date hereof,and to regard and comply with the provisions of
the laws relating to inheritance taxes.
IN TE~TIM~NY WHEREOF,I have hereunto set my hand and
caused the seal of said Office to be affixed this 29th.
day of October in t~e year of our Lord one 'thousalfd~-~.
nine hundred and S.ixty Eight
........~£~.~...~
,RUSSELL MARINO,Register.
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Affibauit (@f 1fxrrutnr'(@r .A~mini!ltratnr /
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i,;tatl'of Jl'nnsgluania,t 55:
(fil1unty of lIas11in9ton \
P all b f h d
. d h"notary public .d'f -'dersony e ore me,t .e un ersIgne aut onty,a~m an or Sal
County and State,appeared p..~~E.~~~g,9!?~E.~.~~who,being duly
sworn according to law,deposes and says that he is the a-ee;utM'or administrator of the estate of
ffl p..~..,)?:h~.~9E ....~9?~.~:!::~....~~~....p..~.-....§.~;....~9..?.~E.~.~.d~~~ecP,'1liit'!heSrore~~gi ~~~dJ\~saco~~ftJl~~.Roberts~~aka D•.Shaner ROIJer:ts I D C!hanor Roberts '.~-:~complete Inventory and appraIsement of the real and personal estate of ~"",1 ;~.deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
2:'~§of real and personal estate in the foregoing schedules are determined and stated'by the undersigned to
~~<3 be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
"':':g item made by the'above named Executor Administrator..
~~~,~.~'0..=",..21st,IJ 'til ~~,.Sworn and subscrzbed before me thzs.........................!(g.U
:.~:~.day.<of~.::..?:\P._E.f:~~.19§..~......-"~.~'l'J.~~J],~:~,:.:__.~':'Er i ..~~-=.~...... ':...............Execntor-AdmIlllstrator_,-.--------'
o .-.'.-
'Q:~1 .'-AD ITIONAL INSTRUCTIONS -'.
;;;;1.An inventory must be filed within three months after appoi,ntment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets..
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,.
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of 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
,
I •
lIuututnry aub !\ppraisrmtut of the goods and chattels,rights and credits which
were of .'.P..,Shg.nQ;r.E.Q.P.gf..t.~L Jate of ,~.~,g:h~y:::-.f..9.~.E.!.;~.~_I}.~.~.¥..!y.~E:~.~.
Washing~on .County,Pa.,taken and made in conformity with the above affidavit.
,
DOLLARS CENTS
PERSONALTY
Mellon Nat'l Bank -Savings,Account #1786
.Mellon Nat'l Bank -Checking Account
First Federal Savings &Loan Assoc.-Savings Account
No •.DI0499
809 shares Affiliated Fund,.Inc.:@ 9.81 per share
4 shares O'Suilivan Rubber Co.,-common -@27.625
Cash'
"1 U.~~.Savings Bind,Series E,$100.00 issued 8/52
1 D..S •.SavingslBond,.Series G,$100.00'issued 6/50
.Cash in gold cb}in
3,783 81
572 78 I I
6,631 60
7,936 '29
110 50
168 00 ..
126 24
100 00
42 50
....
27,000 00
23,000.00
4,000.00-'
One hundred forty three (143)acres,house and barn ~
West Bethlehem Twp.
123 acres and building
/"':i~W acres
See.will Book 50,Page 183
Deed Book Volume 642,Page 443
TOTAL 6,471 72
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Inventory and Appraisement
IN THE ESTATE OF
D.,SHANOR ROBERTS 'aka D.S.
,ROBERTS aka DAVID S.-ROBERTS
SHANOR ROBERTS 'aka D~SHANER.......................................................................................................
ROBERTS
Fi/ed :,19 ..
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Affi~auit (@f 1£xrrutnr (@r A~miltistratnr
"'tatr of 'rnnayluania,t IlB:
C!J.ounty of 1IIlIaa~in!ltpn \
P all b f h d . d h"notary public .d f 'dersony e ore me,te un erslgne aut onty,a.m an or Sal
County and State,appeared p..~.J~E.~~~g,9.!?~E.~.~who,being duly
sworn according'to law,deposes and says that he is the ~eutor or administrator of the estate of~I?~.....$.h~.~9.E ....g,9.?~.;:.~~....~~.~...P.~.....§.~....~9..?.~E.~.~.d~~ecP,cUi~<1heSrore~~gi ~~~dJ\~aco~~mJ1~~~~aka D.Shaner Ro.uerts D ch R b t.~-:~complete inventory and appraisement of the real and personal estate of.._~~gJ1Q.f...Q §.r.§,
1 ::~.deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
1':'~§of real and personal estate in the foregoing schedules are determined and stated'by the undersigned to
ii ~<3 be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
co:.':a item made by the above named Executor Administrator.
~.[.~,S d b 'b d b f h'21st l ~'tJ Jd~~.worn an su SCrt e e ore me t lS........................'f')t<~
:.~,~day Of~,..,..,~.l?E..~.~~.19§..~......'J~:.J.;.~~g Ad ·;..·; ···..
~.:·E§-~... 'xec:tItur'"mlnlstrator
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•Q:~~•AD ITIONAL INSTRUCTIONS
::E 1.An inventory must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of 'Vill;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
3Jnurntnry aub l\ppraisrmrnt of the goods and chattels,rights and credits which
were of P...,Shg..nQr.B.Q.p,g;t;,.'!;;§Jate of ~.?:.srh~.Y::.f..9.~.E.!.g~.!}.~.?.¥..~Y.:~!.?:~.~.
Washington County,Pa.,taken and made in conformity with the abO'Ve affidavit.
/
Rober.ts
PERSONALTY
DOLLARS CENTS
23,000.00
4,000.00
Mellon Nat'l Bank -Savings Account #1786
Mellon Nat'l Bank -Checking Account
First Federal Savings &Loan Assoc.-Savings Account
No.Dl0499
809 shares Affiliated Fund,Inc.'@ 9.81 per share
4 shares O'Sullivan Rubber Co.-common -@27.625
Cash',
1 u.S.Savings Bind,Series E,$100.00 issued 8/52
1 U.S.Savings Bond,Series G,$100.00 issued 6/50
Cash in gold coin
,REALTY
One hundred forty three (143)acres,house and barn -
West Bethlehem Twp.
123 acres and building
,/.'20 acres
See Will Book 50,Page 183
Deed Book Volume 642,Page 443
TOTAL
3,783 81
572 78
6,631 60
7,936 29
110 50
168 00
126 24
100 00
42 50
27,000 00
6,471 72
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(d -6.J-I L//.;;L
Inventory and Appraisement
IN THE ESTATE OF
D.SHANOR ROBERTS aka D.S.
ROBERTS aka DAVID S.-ROBERTS
SHANOR ROBERTS aka D.SHANER........................................................................................................
ROBERTS
Filed ,,19 .
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FIRST AND FINAL ACCOUNT OF
D.BRUCE ROBERTS,Administrator of ~he
Estate of D.SHANOR ROBERTS aka
D.S.ROBERTS aka DAVID S.
ROBERTS aka SHANOR ROBERTS
aka D.SHANER ROBERTS,
Deceased.
•
,.
Balance per Inventory and Appraisement $46,471.72
Household Goods -·sold at public auction
Rental Receipts
Dividends from stock
1/3 share of Ethel J.Roberts Estate
to be determined at Audit
Total Assets of Estate
Total Credits claimed by Accountant
Balance for Distribution
1,044.19
689.36
231.63
The Accountant claims credit for the filowing:
Russell Marino Ltrs.of Admin.,1 S.C.11.00
Washington Co.Reports Advertising 14.00
Observer Publishing Co.Advertising 14.00
Russell Marino 1 Short certificate 1.00
F.J.Buckley Ins.Agency Administratorls Bond 10.00
Martin Hallam Auctioneer 105.11
Greenlee Funeral Home Funeral 1,182.00
David H.Ruben,M.D.Last illness 293.60
Tax Collector School tax 1968 275.76
Tax Collector Road Tax 1968 66.77/
Malcolm L.Morgan County Tax 1968 113.54
County of Washington Personal Property Tax 168 8.16
Tax Collector Road Tax 1969 65.89
Malc?lm L.Morgan.County Tax 1969 127.74
Tax Collectbr School Tax 1969 276.00
County of Washington..Personal Property Tax 169 7.12
Russell Marino Bal.on Ltrs.&file Inv.12.00
Kurtz Monument Tombstone 250.00
Washington Hospital Last illness 40.00
Russell Marino Filing Account 16.00
J.C.·McCleery Real estate appraisal 50.00
Bloom,B,loom,Rosenberg
&Bloom'Attorneys I Fees 2,380.00
TOTAL -------------------$5,319.69
Observer .Reporter ,,:;
WASHINGTON,PENNSYL.VANIA
PROOF OF PUBL.ICATION
In compliance with the Newspaper Ad·vertising Act of 16 May,1929,
?L.1784,!liS amended.
Commonwealth.,of Pennsylvania,County of Washington,SS:.
Personally;'appeal'ed before file,a Notary Public in and for said County
and State,Ri..~.~.~.r.4 ~..~9.Qw.~.p.,who being duly sworn
according to law,deposes and says th~t he is the S.e.c.r..e.taI.y..
of the Obs1erver Publishing Company,a Piennsylvania corporation,and its
agent in this behalf;that the said Company i'31 the owner and publish::Jr of
the Observer-Reporter,SllCGeSSOr to The Washington Observer,estabLshed
September 18,1871,'and The Washington Rer:·orter,established August 15,
18G8,a daily newspaper of general circulation,printed andpnblished and
havin'g its place of busines's at Washington,Washington County,Pennsyl·
,ania,where it or its predecessors have been established and pnblished
(o1lJtinuous'1y for more than six months'prior to the publication of the notice
["ereto attached;thaJt the printed notice 01'advertisement hereto attached
i3 a copy of an .official advertisement,official notice,legal notice or legal
advertjsement,exactly a:s printed or published in the Obs1erver-Reporter in
ics regul~r editions on ·the .following date or dates;..
......................9..~.tQp..~.~.,.).1 ..!.....~R.Y.~~J?~.r.._..?......~.~.Q b4..~,J.9..~.?..
that neither thre affiant nOT the Observer Publishing Company is intere&ted
in the subject matter of said notice or advertis:ng and that all of the allega-
~~~.'hi'atfid.vit ~.tot~.:~.,Pl~~je:::;
1·'~j ADMINISTRATOR'S NOTICE IIESTATEOFD.SHANOR ROBERTS
ja/k/a D.S.ROBERTS a/k/a DAV.,
In S.ROBERTS a/k/a SHANOR
ROBERTS a/k/a D.SHJ'.NER'
ROBERTS late of R.D.#2,E.ghty.Four.Fer.nsylvania.,'/
Letters of Administration upon \the above estate having been grant.l
ed to the ur.dersig-ned,all persons
havmg claims against the Estatearerequested.'tg'Jil'ake knowr.the'lII')same to the I!bdersigned or his'
attorney a.,.,!!-~.ersons ind"btedtothedece~en ,are requested to
make payment 'Jthe ur.dersignedWithoutdelay..~,.
D.BRUCE ROBERTSR.D.#2
,Eighty·Four,Pennsylvania
I BLOOM.BLOOM ROSENB"'RG&BLOOM'~
200 Washington Tru~t Bldg,Washmgton,Penna.'15301Attorneys,l __~.68258-ThIa"s'3t-------~~-~-~__.J
Sworn to and
w.26732
subscribed before me this_.1.4...day of.....Q.c.tQ.'P.e.f....1968
.......1.«~:;(,,?1:~~
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6,1972
c.,••••••-.,·....·,••
.i Washington County Reports
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784-Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON)
STATE 0.1'PENNSYLVANIA (SS.
Personally appeared before me,a Notary Public in a:ld for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washington County,publis'hed weekly having its
place of business at Washington,Washington County,Pe:lnsylvania,and is act-
)ng as its agent in this behalf;that the said WASHINGTON COL'NTY
fREPORTS 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-
1 tisement attached hereto is a copy of a notice or advertisement,exactly as printed
l or published,which appeared in the said legal periodical in its regular issues on the
following dates:
..._.N9.Y.~ID.b..~.r._...7..~.__.l~L_~.l.J J9.9.~_
that th~affiant or the corporation in behalf of which he is acting is not interested
in the mbject matter of said notice or advertising and that all of the allegations of "'<)(~.
,h;,,ffd";,,,,,~t&Z_~~~:::F~
Sworn :0 and sUbsEe me this ~Ed:t~~_
::::~:~~:~~e.~_::...:::~~6..B....'
tary Public
KATHERINE C.YAR _otary Public
Washington,Washington Co.,Pa,
My Commission Expirees
..November 1,1969
Estate NotIces
The Register of Wills has granted letters.
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys.
• • • • •e •••••••••••
ROBERTS.D.SHANOR a/k/a D SROBERTS,a/k/a DA'vID S RO~BERTS.a/k/a SHANOR ROBERTSa/k/a D.SHANER ROBERTS,Dec'd:
J;..ate of R.D.#2,Eighty-Four,Wash-Ington County,Penna.
Administrator:D.Bruce Roberts RD.~2,Eighty-Four,Pa., .
.Attorneys:Bloom, Bloom,Rosenberg
&Bloom,290 Washington'Trust~ldg.,Wa~hlllgton,Pa.15301
5TATE OF PEN NSYLVAN lA,
WASHINGTON COUNTY,
The within named Accountant being duly sworn according to law,depose and say that the above account
as stated is true and correct as ,'h~veri Iy bel ieve.
'.
Sworn and subscribed before me this ?~.!:~.
day of $.~Pt.~.~.~.~_..19§.~.
R "\'_..._tl.~~.....__.__.__........
ROWENE EBEliNG.Nota Public
My Commission Expires February 8,1973
Washington,Washington County,Penna.
Walshington .County,ss:
."
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-.OM-.:J):..~l\.(_ _..D.Bruce Roberts
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..b..3:.-::.f?.f=.J..z:L ..
Witness my hand and official 'seal thiS..d..tf!4:.
daYaL_~-avi--------1969
" . .~~.f!l~- .
.Register of Wills
""'~~0 ;;~....,0s:l 0::l0 :J)~<)..d<)....,
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rn P:::i lH 0 Ul ()~.~()ril P:::•..-1 «l'X)1 p:::l 'tl s::$:I ~01 s::Q)•..-1 :a~\z'ttl (J E:....,·:X~:~'tl ;~l:+.J ~,::t;at{)i Q)J00:Ul 1:0 ..d
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'..:
'In the ma.tter or the Audit or Account in
Estate or ,D.SHANOR ROBERTS ~ka.D.£•
."~OBERTS a'ka DAVID S ~ROBERTS.aka........,:.....
.·:..3HANOR 'ROBERTS aka D•.SHANER ROBERTS·
.."
'...
. ." "'.".':0 THE AuDHI:\G JuDGE:
I~'."Enter our
....:'.'......
appearance ror__..;:D::...:..--=:B:..:·r=..·u,;,:..:;k:..,:e:......;R:..:·:.:CJ:.:b:....·e.:..::.r·..;:t:.::s=-,=..-.:.:A:..;d.;,:in.I:='·.:..~:.:i=..:s=-o..:t..:~:.:a::..t=o..:·..:r;.-·_
....•of the above estate•
..·.Bt~~,~~~M
,.0
12th day or December •19~
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N.B.-";'Cou~sel shall.b:,.separate p:lp'.lr.present a concise sta.tenent or €:lch
claicl,with SU[1;lOnin;C:l!.:u!::.t:on o(anr interc3t cbi;r.e,l.Obj~ctlo:l3
to an account ~s tiled.sh,::l1!b~concis.:!!)'st::.ted in a se;;;::::!.rat~paller.
Coundl su;;~s:iu:;pro;J~r di3tribCltioo shall tile a separ:lt~concise state·
Jnent In thJ.t re;ard.
'.
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V,.,.l'[}.[)r I L....,
1170 JAN?fi Pli Ii 01
RUSSELL MARiNO
FtEGISlER OF WILLS
WASHINGTO'N GO .•PA.
..
·,.W?,
(Form where decedent died intestate)
11u tqt (@rpl1an5'Olnurt nf lIaal1ingtnu aInunty
J
In the audit of the first and final
,A.A.Term,19
D.Bruce Roberts,
Administrator
No.63-68-1412
Account of
ESTATE OF.
D.Shanor Roberts a/k/a D.S.
Robertsa/k/a David S.Roberts
a/k/a Shanor Roberts a/k/a D.
.....Sh.~n.~f B9..P..~f.t..~.
Deceased
The petition of P...~~.~.~.9..~...J~:9.J:;?~!..t..~_,.
(Name of Petitioner)
State (I)whether de-
cedent was married or
unmarried;(2)if mar-
ried,whether a husband
or wife survived and
his or her name;(3)
whether or not there
was any marriage settle-
ment;(4)whether or
not family relation was
maintained until deced-
ent's death;and (5)
whether the decedent
left children or issue of
deceased children.
respectfully represents:.
(a)The decedent died ?~.P..~.~.~.~£§.L ~.~.??,intestate arid
(Date)
letters of administration on P.J.~estate were granted ~.9.!.~.~!.§.?..
(Date)
as per record thereof appeanng m Administration and Bond Book No .
at page .
Decedent was survived by
D.Bruce Roberts -Son
I j
Frances .~.,Wo¥.thingtbn -Daughter
~
.,
(b)At the time of death,the decedent's domicile was ~:~t the Com-
monwealth of Pennsylvania,to-wit,at.....)?J.9hty.~.~Q~~.!......~.~.thJ~h.~~...~p.·
(Town or Township,State and Nation)
and residence was at.....R~.P...!#?I.:g;J.ght.y:::-..f..9.~.;:.I....J?.~.nn.§y.J:Y.9:.n.i.-.~.
(Town or Township,State and Nation)
(c)The names of all persons having any interest as heirs or next of kin
with the names of their deceased parents,to show relationship if they take by
repre~entation are as follows:
NAMES Relationship Interest
Of age,sui-
juris,or not,
(write yes or
no),
Name of Guardian,Trustee or Committee,if
any,or beneficiary,manr.er and place of
record of appointment and is bound suffi·
cient to cover and protect share.
D.Bruce Roberts Son 1/2 Yes
Frances ·M.worthington Daughter 1/2 Yes
State exceptions,if any,
giving names and dates
of death and the names
of their executors or
administrators,or the
names ofl.their issue as
the same may be mater.
ial.
All of said parties m interest are living,except
No exceptions.
Describe type of ~otice.(d)All parties having any interest have had notice of the filing
of the account by
(e)Balance for distribution per Account
(f)Additional debits,not shown by Account
(Itemize)
1/3 share of Ethel J.Roberts Estate
(g)Additional credits,not shown by Account
(Itemize)
Payment to F.J.Buckley Insurance
Company for bond -115.00
$.A-.§.!..~}.~..~.~O
$.V!1.~.D:9.W.Q....
$1.J:.2.~.Q.Q .
$ .
not
Insert word "not"where I (h)Claim for exemption has/been made,and has !!:~.!:been paid.
necessary.
(i)The estate is subject to the payment of inheritance tax to the
State of Pennsylvania.
II taxable state w~eth-I (j)The estate is subj ect to the payment of the county 4 mills
er tax has been paId.
tax.
(k)The estate is nQt subject to the payment of Federal inheritance
tax.
,
~"
H too many.,for the
space,annex a list there-
of;if no such claims,
insert the word u none."
II any creditor or other
claimant has not re-
ceived actual notice,that
fact must be stated.
Indicate such claims as
may be secured or en-
titled to a preference,
and give detailed infor-
mation concerning such
security or preference.
Here insert a reference
to all questions requir-
ing adjudication,and a
5tatement of any mater-
ial facts not already
given.II none insen the
word u none."
II any share has been
assigned or attached
that fact should also be
stated here.
State kind,form and
character of propeny
composing the balance
for distribution.and if
any pan thereof is not
cash,whether or not
there has been any elec-
tion to take such pan
in kind.
..
(1)All creditors (and other persons who have complied with Rule II,
Sec.9),of whose claims the accountant...notice or knowledge,have
........................received actual notice of this audit;the amounts of their claims and
whether or not.they are admitted to be correct are as follows:
None
(m)
Distributive~share.of decedent's estate in
the Estate of Ethel J.Roberts must be determined.
~Affiliated Fund dividend of 59 shares was paid
during administration.These shares should be
divided between the distributees in kind.
.(n)The balance for distribution;consists of property in kind,form and
character,as follows:
Cash,stocks and real estate
'.
_.~..______..__•.,:-J
...
Are there any advance-
ments by decedent to be
considered on distribu-
tion and has any distri-
bution on account been
made by accountant to
any distributtee?
If prior accounts have
heen tiled,list number
and term.
'.
(p)
(q)Give brief location of any real estate sold.
None
(r)
'None
••~,,I •'...
Wherefore your petitioner asks that distribution of principal and income
be awarded to'the persons thereunto entitled and suggests that the balance of
principal and income should be awarded respectively as follows (shares being
stated in proportions but not in amounts):-
D.Bruce Roberts -1/2 interest
Frances M.Worthington -1(2 interest
And your petitioner will,etc.,
:J)~O~. __..t.\.~__ .
County of Washington,ss.
The ab0ve named petitioner being duly
sworn doth depose and say that the
facts set forth in the foregoing petition are true
to the best of hi..§knowledge and belief.
Sworn to and subscribed before me this
4th day of P..~.~~.~.~.f:,19.J?..~.
.~~...........;"::.
-.ROWENE ·BELING.Notary PubliC
My Commission Expires February 8.197a.....__,·..· ·..·w·~~hi~gt~~:..viaShingtan..caiinty.Penna.
(Signature of Petitioner)
i.
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FORM IN CASES OF·I~t.£t~y
N{)....?~.~§;?.;-.!.~.!.?....~..........?PerJBfig 76",!Pl'
"J 4
IN THE 8 "j.
ORPHANS'~O+J~LL.Mitt'l,nEaY~r'...,1\NO
WASHINGTON CP;1A1§TJf ;~R 0 F VIfL
D.Shanor Roberts 'J!i¥f1N.§o LS
Roberts aka David S.Robert~A.
aka ShanorRoberts akaDshanerEstateof.Robert.s .
Deceased.
Sur account of D.Bruce Roberts . " ......................-.---__--'-_.._---:.~..
.....A.dmini.s.:tr.at.o.l:..
PETITION SUR AUDIT
In Conformity with Court Rule III,
Sec.5 (B)
COUNSEL FOR THE ACCOUNTANT WILL
SUBMIT HEREWITH
1.The letters of administration.
2.A copy of the inventory and appraisement.
3.Proof of advertisement of the grant of letters,
if not filed with accountant.
4.An appearance for those represented.
5.Inheritance tax receipts,if any.
6.Certificate of liens in case any of the funds for
distribution are derived from the sale of real estate.
7.Copy of Federal Estate tax return,if estate is
subject thereto.
8.Signed elections to take in kind,if any.
0'0
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Attorney
~9
for A:cc{)untant.
OFFICE OF
REGISTER OF WILLS and
CLERK OF THE ORPHANS'COURT DIVISION
Washington County,Penna.
,.
No ~63-68-1412
WASHINGTON,PA..------Oc-t_---21--------19 6_9
Mr..
Mrs.__on L..B_r_u.c«L.Rob.er..t.a_,.Admr_....~-~Blo.om..,.Bloom.,Ros.e.nbe-I!-g--&---Bl-~t t y8 •
Estate of ----n...--.8HA.NOR:...ROBERTS-,----AK4--:-ET..c..:...-.:...:....,,".:-------,-.-.------,----...--:----:-----------------.----------------------------------------
The Fees amount to $...3..._0.0__....__For ----------3.--~x-tr_a..--a..1-1a-s_es-.....--F_l-l_1_ng_Ae-e-t-.--------------
...--.._...:_..:..:__:~..:....__.._.,in this office.Please remit at
once and .have or send this bill,that the docket may be properly receipted and you credited'with 'the same.
DockeL.~.Page _
Yours truly,
______ll.Y.~§_~_.ll M~_r..1n.o_#----------.---..__.----Register &Clerk O.C.
And now ...,19 ,Received above costs,to-wit $.._
and the docket has been properly receipted for same.
_________________________________________'.....--Register &Clerk O.C.
".'
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P70 JnN 26 Pt1 4 00
RUSSELL MARINO '
REGISTER or WILls
W.~SH/NGTON GO..PA.
Qtounty.
ESTATE OF
Qtnurt of Qtommnn JUrus of lJusl1ingmn
Jltnnsyluuniu.(@rp4uns'Qtnurt IJinisinn
63-68-1412No.__---=~__.:....-_
D.Shanor Roberts a/k/a D.S.
Roberts a/k/a David S.Roberts
a/k/a Shanor Roberts alk/a D.
In the matter at the~__F_ir_5_t_a_n_d_F_i_n_a_l
Account of D.Brnce Roberts
Administrator
Shaner Roberts,Deceased.
ADJUDICATION AND DECREE
And now January'~f ,19~.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
$$J ,°)19.82 and the account is accordin:Jly 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.re';l.or an appeal be taken herefrom sec.leg.~~
.)
SCHEDULE OF DISTRIBUTION
Additional credit asked at audit
Balanc~e _
Deduct Clerk's Costs &Receipts &extra alias
Attorney Bloom, Bloom,Rosenberg &Bloom
Balan:e per account_________________$48,436.90
Additional debit asked at aud~t 2727.92 $51,164.82
115.00 9~''j..,.q-11 105JJ,e---J,
$$1,049.82 f..-".sv
,,0 ~.";I,.J.~
$8.00 /J..-t-<-~dJ?7}<~50t99l.8~a.:v :
6979.58
rcel
main-
est
ated
ued
at
Russell Marino,Clerk O.C.,costs in certifyin'
real estate to Recorder,6.$0
$50,985.32 :lk4
John D.Woodward,Recorder,costs recording cer /I~~f:;;~=-
tification of real estRte,$7.85 /~I 17FJ-
Real estate transfer tRX on R.E.27J.00 .~/".v;yI
exchanged I 277.85 ~50.!J~~1.;_~q,/"Russell Marino,Agent,transfer inheritance tax {~'r I
$2634,19 Interest from 12-6-69 to 2-6-70 2660.53.~~?£~~,~:3
26.34 $.48,046.9~~.~-£eJ./1J~.
c,.(.-~r0.D.Bruce Roberts,son,1/2 residue,including P
of real estate as hereinbelow described (the r
ing residuary legatee having conveyed her inte
therein to thi3 distributee);434 shares Affil
Fund,Inc.valued at $3958.33 and Gold Co~n va
at $21.25;held in kind and distributed as suc
the appraised value,per election filed.Sinc
distributee has elected to take assets of grea er
value than the one-half residue,he will ~ontribute
the difference between the appraised valuecdft~he
assets so elected and the value of theone-hal
residue,or $2956.11,
Contribution by D.Bruce Roberts as indicated
above,2956.11
Frances M.Worthington,daughter,1/2 residue,n-
·~luding parcel of real estate as hereinb~low d s-
cribed (the remaining residuary legatee ~aving
conveyed his interest therein to this di~tribu eel;
,.'"
:-·f·...
r-------------------------------------------
434 shares Affiliated Fund,Inc.valued at $395 .33
and Gold Coin valued at $21.25,held in kind an
distributed as such at the appraised value,per
election filed.1.J.023~h"7
No balance
REAL ESTATE TO BE CERTIFIED TO THE RECORD3R OF WASHI TGTON COUNTY
BY THE CLERK OF THE ORPHANS'COURT DIVISIO~
I
I
I
ALL that certain tract of land situate in North Bethl~hem Township (form~
erly West Bethlehem Township),Washington County,Pennsy vania,bounded and I
D.Shanor Roberts,a/k/a D.S.Roberts a/k/a David S.Roberts a/k/a
Shaner Roberts a/k/a D.Shaner Robert~,intestat~grantor>to D.Bruce Rob-,
erts,grantee of an undivided 1/2 interest ar-d grantee o~the remaining un-I
divided 1/2 interest from Frances M.Worthington,a chill of the deceased
grantor who would otherwise be"entitled to an undivided /2 interest in
parcel described as set out by deed filed herewith and o"dered recorded,
thus placing the entire interest in subject real estate nto the aforesaid
D.Bruce Roberts,said interest being in and to all the ~ight,title and
interest of the deceased grantor in parcel described as,VIZ:
described as follows:
.BEGINNING at a stake in the middle of the road,lands common to S.C.
Roberts North 13°16'East 1574.3 feet to a white oak;tlence North 11°18'
Eas~385.75 feet to a fallen Hickory,corne~of lands of Vankirk Heirs and
H.H.Morrow;thence along land of H.H.Mo~row North 37 P 03'East 1955.30
feet to a stake;thence along lands of T.W.Ir~in North 62°04'East
605.53 feet to a stake,corner of lands of T.W.Irwin and D.A.Foulke
Heirs;thence along lands of D.A.Foulke Heirs South 12°55'East 1066.80
fee,t to a white oak;thence South 0°04'East 1:30.20 fe!'t to a.stone;
thence South 87°54'East 921.01 feet to a post beside o~the road;thence
along D.A.Foulke Heirs South 5°East 1144.60 feet to a stake in the cen-
ter of the road;thence along said road North 8 0 34'We st 399.10 feet to a-'
,
I stake in the middle of the road;thence North 7E °West 494 feet to a stake
in the center of the road;thence North 87°51'\oles t 366 feet to a stake
Jinthecenter of the road;thence South 77°35'West 110~feet to a stake
in the center of the road;thence South 57°12'West 313 feet to a stake in
the center of the road,the place of beginning.
CONTAINING 143.63 acres more or less,accordOng to a survey made by R.
J.McCleery,C.E.,August 2,1923.
EXCEPTING thereout and therefrom the followirg descri~ed tract consist-
ing of 19.565 acres:
ALL that certain tract of land situate in No th Bethlehem Township
(formerly West Bethlehem Township),Washington County,Pennsylvania,
bounded and described as follows:
BEGINNING at a point in Township Road 477 at corner common to land
..
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herein described and land now 0::'formerly of D.S.Roberus;thence North
0°.59 '10lt East,a distance of 1011.74 feet along dividiflg line between
land now or formerly of D.S.Roberts and property hereil conveyed to a
post;thence North 87°39'.5ou East,a distance of 698.9'feet along'pro-
perty now or formerly of Robert Bandel to a post;thence South 8°59'lO"
East,a distance of 1148 •.59 feet along the westerly edge of Township Road
760 ~ividing pro~erty herein conveyed Bnd property now o~formerly of Rob-
ert Bandel to a point in Township Road 477;thenpe North 83°58'20"West,
a distance of 900.1.5 feet along the said TownshilP Road 4 177 to a point,the
place of b~ginning.
CONTAINING 19 •.565 acres according to survey d~ted Febr-uB.ry 28,1969.
D.Shanor Roberts a/k/a D.S.'Roberts a./k/a DlSvid S.~oberts a/k/a'Sha-
nor Roberts a/k/a D~Shaner 110berts,intestate gjran'tor t l>Frances Worthing-
ton,grantee of an undivided 1/2 interest and a ~rantee Df the remaining
undivided 1/2 interest from D.Bruce Roberts,a ~hild of the deceased grant-
or,who would otherwise be entit~ed to an undivi~ed 1/2 nterest in parcel .
described as set out in deed filed herewith and prdered ~ecorded,thus
placing the entire interest in subject real estajte into lforesaid Frances
Worthington,said interest being in and to all t~e right title and interes~
of the deceased grantor in parcel described as,~IZ:
ALL that certain tract of land situate in North Bethl~hem Township (form
erlyWest Bethlehem Township),Washington County,Pennsy vania,bounded and
described as follows:
BEGINNING at a point in Township Road 47'7 at pomer CDmInOn to land here
in described and land now or formerly of D.S.R~berts;hence North 0°.59'
10"East,a distance of 1011.74 feet along dividling line between land now
or formerly of D.S.Roberts and property herein conveye to a post;thence
North 87°39'.50"East,a distance of 698.92 feelt along roperty now or
formerly of Robert Bandel to a post;thence Soutn.8°.59'10"East,a dis-
tance of 1148.59 feet along the westerly edge of Townshi Road 760 dividing
property herein conveyed a.nd property now or fortnerly of Robert Bandel to
a point in Township Road 477;thence North 83°5~'20"Wl st,a distance of
900.1.5 feet along the said Township Road 477 to ~point,the plaee of be-
ginning.
CONTAINING 19 •.56.5 acres according to survey df]ted Feb uary 28,1969.
CERTIFIED TO RECORDER:JANU~RY 29,970
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certain tract of land situate in North
,..
Bethlehem Township (formerly West Bethlehem Township),Washing-
ton County,Pennsylvania,bounded and cescribed as follows:
BEGINNING at a stake in the middle of the road,lands
common to S.C.Roberts North 130 16'East 1574.3 feet to a
white oak;thence North 110 18'East 385.75 feet to a fallen
Hickory,corner of lands of Vankirk Heirs and H. H.Morrow;
thence along land of H. H.Morrow North 370 03'East 1955.30
feet to a stake;thence along lands of T.W.Irwin North 620 04'
East 605.53 feet to a stake,corner of lands of T.W.Irwin and
D.A.Foulke Heirs;thence along lands of D.A.Foulke Heirs
South 120 55'East 1066.80 feet to a white oak;thence South 00
04'East 1330.20 feet to a stone;thence South 870 54'East
921.01 feet to a post beside of the read;thence along D.A.
Foulke Heirs South 50 East 1144.60 feEt to a stake in the center
of the road;thence along said road North 83 0 34'West 399.10
feet to a stake in the middle of the road;thence North 780 West
494 feet to a stake in the center of the road;thence North 870
51'West 366 feet to a stake in the center of the road;thence
South 770 35'West 1107 feet to a stake in the eenter of the
road;thence South 57 0 12'West 313 feet to a stake in the
center of the road,the place of begi~ning.
CONTAINING'143.63!acres mor9 or less,according to
a survey made by R.J.McCleery,C.E.,August 2,1923.
EXCEPTING thereout and therefrom the following des-
cribed tract consisting of 19.565 acres:
<'1-;-""-'~~'"~.-•,,
.\
ALL that certain tract of land situate in North
Bethlehem Township (fo.rmerly West Bethlehem Township),Washing-
ton County,Pennsylvania,bounded and described as follows:
BEGINNING at a point in Township Road 477 at corner
common to land herein described and land now or formerly of 0.5.
Roberts:thence North 0°59"10"·East,a distance of 1011.74
feet,along dividing line between land now or formerly of D.s.
Roberts ,and propert~herein conveyed to a post;thence North 87°'
39'50"East~a distance of 698.92 feet along property now or..
formerly of Robert Ba,ndel to a post;thence South '8°59'10"
East,a distance of 1148.59.feet along the westerly edge of
Township ~oad 760 dividing property herein conveyed and pro-
perty now or formerly o~Robert'Bandel to a point in Township
Road 477;thence North 83.°58'20"West"a distance of 900.15
feet along the said Township Road 477 to a point,the place of
beginning.
.~".
CONTAINING 19.565 acres according to survey dated
February 28,1969.
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ALL that certain tract of land situate in North
Bethlehem Township (formerly West Bethlehem Township)"Washing-
ton County,Pennsylvania,bounded and described as follows:
BEGINNING at a point in Township Road 477 at corner
common to land herein described and land now or formerly of D.S.
Roberts;thence North 0°59'10"East,a distance of 1011.74
feet along dividing line between land now or f6rmerly of D.S.
Roberts and property herein conveyed to a post;thence North 87°
39'50"East,a distance of 698.92 feet along property now or
formerly of Robert Bandel to a post;thence South 8°59'10"
East,a distance of 1148.59 feet along the westerly edge of
Township Road 760 divid'ing property herein conveyed and pro-
perty now or formerly of Robert Bandel to a point in Township
Road 477;thence North 83°58'20"West,a distance of 900.15
feet along the said Township Road 477 to a point,the place of
beginning.
CONTAINING 19.565 acres-according to survey dated
February 28,1969.
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COURT OF COMMON PLEAS or WASHINGTON COUNTY
ORPHANS'COURr DIVISION
IN RE:
ESTATE OF:
j
D.SHANOR ROBERTS a/k/a
D.S.ROBERTS a/k/a'DAVID
S.ROBERTS a/k/a SHANOR
ROBERTS a/k/a D.SHANER
ROBERTS,
Deceased.
No.63-68-1412
ELECTION TO TA~E IN KIND------
I,D.BRUCE ROBERTS,on~of the heirs at law of
D.SHANOR ROBERTS,deceased,do hereby elect to take in kind
as a part of my share in the estate the following items at
their appraised values:
123 acres,more or less
404 shares Affiliated Fund,Inc.
Gold Coin
WITNESS:
$23,000.00
3,958.33
21.25
D.Bruce Roberts
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RESIDENT DECEDENT
i ,
COMMONWEALTH OF PENNSYLYANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
J
...........Wc:l.!3.l:1.~P.:g.t.<?~.
I~WORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the County where decedent r~sided;Return is due within one year after
date of death,unless an extension is granted hy the Secretary of Revenue~(Section 703 of
the_Inl).eritance.an~ES1;!iteTax A;ct of 19!J1.)
Decedent'dJed §..~P:!::.~~.~.~..
(Month)
6 .......,19..§JL......,J ~mzte l~aving a last will,copy of which is hereto attached.}
(Hay)(Y<:ar)Lintestate
Name'and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
B.L.Qo.J.V:i~...:a.L.OOM,..ROS.ENB.3;.RG.......&..B.LQ,OM
200 Wasl1.i..ngton.TJ:'.1.l.stB.l.l.t.1<:l.ing.
Washington,Pennsylvania 15301
That as such ..f.\9:m.t.n.t.s.t.r.at.Q.t'.deponent is familiar with the affairs of said estate and the property con-
(Ex"culor·Aclmini.lralor)
stitutkg 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 individua,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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN ~HICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
AA "~,
Y f J..'D_~YJ",I.~......."-I PrA 1\1\1.....~~,
\vc _I""'~--V\lr~~J ........J 't'..,
v /J J /'
.That the contents of said safe deposi t box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached h,ereto and made part hereof sets forth full v and in"detail all the
real property in the Commonwealth of Pennsylvania of which dec~dent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of ~eal 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 therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.,
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other instituticms,whether individually,or in trust for,~
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to dec!~ent's death in the case of savings 'anks,and,to the date of decedent'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 obligations,whether by statute or agreement they
are ?esig~ated as tax free,of the Uni ted States,or any state,or political subdivision thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,Silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other :;>ersonal chattels of whatsoever kind or nature,left byde·~edent,together with the fairly estimated
market value thereof;all bonds and mortga~es held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other instrQ~ents in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with :nterest thereon,if any,giving the face
value and estimated fair market vaiue thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable
to the estate from life insurance polici"es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due th~reon and unpaid as of the date of death,bonds and accr~ed interest thereon to the date of dece-
dent's death and other investment securities owned by the dece~ent at the time of death,with the market
value thereof at such time.
~/~·------------
~.
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In the case of securities of close or family corporations,the values reported.are as far as
possible substantiated'by financial statements of the corporations,showing the assets and.liabilities
thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial 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 agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the,..ousine~~as may be pertinent to a fair.and just appraisal of the decedent's interest
therein mllst be submitted.·It should also set forth in itemized form,together with the 'fair ma'rket-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'e answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within ,t.wo_sears of decedent's
death,in contemplation of decedent's death,or intended to t~ke 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 intended to
take effect in possession or enjoyment at or after death,there is.also attached to the schedule a coI1y.
of the deed,trust agreement or other instrument creati,rg 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,orjointly with another,or any power of appoint-
ment vested in decedent,either individually or jointll,by the ~ill,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 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 Will.It also
contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,andthe 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,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of.instruments effe~ting 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 accrued charge.able for period prior to decedent's death.(except.those.allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
'il
i,:::s~~~:;:t::~NG::;;;:;;"C o~~~](tt:;~~"~:::~_=:::
My Commission Expires February 8,1973 ~.i.gh.t.y.:::'.F.9..y±..I p..~.D.n.$..y.J.Yg,.n;i,s .
Washington,Washington County,Penna.(City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules 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 business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RCC-34 (1-~4)
CDMMONWEALTH OF PENNSYLVANJA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECl:IONS
TRANSFER INHERITANCE TAX
RESIDENT DECEpENT
SCHEDULE IIA"
-ItEAL PROPERTY
-Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property heid as joint tenarit or tenancy by entireties,report on Schedule "E".Property held by
the .de.cedent·as tenant in common with another or others,should .be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commo(lwealth of Pennsylvania should be
described by lot and block number,street and street number,together 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 encum~rances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
One Hundred Forty-three ~143)acres,
house and barn -West Bethiehem Twp.
123 acres and building $23,000.00~
~co acres -oA~--...?~.4 ",0el0,.00) )
See .f of#.(.A.,V~-'7/fW ~/
.51{)~-06 I
~.JC!.~-<.c/).pwr~~.~
:~~~.
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J]'~'7..-t?-r·~/.\.o""·~.~~i(1oO.W-C(Ju"I 0.&~vr.~l)1 ~~vY·(-.
(1 )(2)(3\I
DEPARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTION
DECEDENT'S MARKET VALUE (Do not write
DEATH In this space)
lfk'4J.2¥odo.00
Insert this.total opposite IIrea l property",Schedule "A"in the X X X X X
"A's Repor.ted"column on the last page of this return.l,.!
27,000.00
.'~
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Ii RCC,;,35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDEN~DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible perso~al 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 i~the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry~wearing apparel,household
goods,ar:,d furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..stocks,'mortgages,notes,together with accrued interest or diVidends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests:interest in any undistributed
estate o~or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the tinie of death,should be listed in t,his schedule.
Item
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1·
2.
Mellon·Nat'l Bank -Savings Account #1786
Mellon Nat'l Bank -Checking Account
OK :-..,..~
3,783.81
f'r Jo572.78
3·First Federal Savings &Loan Assoc.-
-.<Savings Account No.D10499
/(
4.809 shares Affiliated Fund,Inc.@9.81
Per share
4 shares O'Sullivan Rubber Co.-common
@ 27.625
o 1«1'~
6,631.60
~4
7 7,936.29 .'
()'~,J V110.00
o;f1)168.00
@~1 126.24·/
I~k=tJ 100.00 '/
·~J('4.1 42.50 ~
,
1 u.S.Savings Bond,Series E,$100.00
issued 8/52
Cash
8.1 u.s.Savings Bond,Series G,$100.00
issued 6/50
Cash in gold coin ~a~,(If5~~~~f'"-~
II ~'?-e-:r.-Q..a..:..£-tp.I~rj·Wl
'Yl,\f I,
/9.
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x x
RCC-'3D
CmP.llON'mALTH OF PENN~YLVANIA
TRANSFER INHERITANCE TAX
~S~IDENT DECEDENT
SCHEDULE "c"
TRA.NSFERS
(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)__
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)_
(3)If the answer to (1)or (2)above is in the affirmative.state:
(a)Age of decedent at time of transfer _
(b)State of decedent's health at time of m'aking the transfer.(Note 1).
(c)Cause of decedent's death.(Note 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)_
(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)_
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiving a 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 enjoyment of or the right to income from the property transferred?
(Answer yes or no)__
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)_
(6)If the answer to (5)(b),above is in the affirmative,state whether the right was reserved in decedent
alone or others _
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)__
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of'transfer or by operation of law?(Answer yes or no)_
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)__
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which prOVided in Schedules A,B,or E.
ITEM
NONE
DESCRIPTION MARKET VALUE
(Estimated)
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
None
'",fIo..-..
CCM1-h)N\VEI\LTH OF PENN~YLVANIA
'l'H:\t\SF1::lt INHFRITi\NCE TAX
l1F.~Il)fNT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I:\STRrCTIO~S:This schedule must d.isclose aU 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 vestiture,but do not include entireties
or out of state real·estate value in estate valuation column.Personal property should be listed as in
Schedul.~"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 uni t percentage -Estate
Address and Relationship of Co-Owners,and Place l Value Share Valuation
of RE!Cord of Instrument,where Real Estate.1
None
Insert this total opposite "Jointly Owned Property",Schedule ·"E"None
in the "As Reported"column on the last page of this return.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
-,
Ii
I
I
I
I
IIi
,.
.MC'-37'(12-631
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX •
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
(
h
BENEFICIARIE~AND ADDRESSES RELATIONSHIP SURVIVED(If step·children or DATE INTEREST OFStatefullnamesa.d addresses of all who illegitimate children DECEDENT OF BENEFICIARY
ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Frances M..worthington
427 Chess Street_...
Monongahela,Pa.Daughter Yes ~.1/2
'"
D.Bruce Roberts
R.D.#2
Eighty-Four,Pa.Son Yes 1/2
.
,
•,
-,..
-,
.-
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
t~-------------------+-------------i--------------------
-.\
b
........----...-.-.._.---_.."._---_."-_....-=---~·f t
"';;../
L -,,..
".-
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'-..
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~IATTER OF THE APPRAISEMENT
i.;
.,.
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~'*
:I--':IV:\.0 :--..J ;;
:~!IIIo V':l:tI::>:o:--..J:o ~
:I--':0 "0 ~
.•".0.....:--..J :0 """
:IVO 8..
enc:::~~>::0 II.....-->-<:W en ennn?"?'"?'"
q ~~
~'*-OO~
(Executor-Administrator
must complete "As
Reported"column #1.)
*.;..~:
~:~:.:,.........
:'-..1 :
:~:'.:"
CJ ....,""d ::0......(1)(1)0 ~...e.Vl ::3 Vl
Vl Vl 0....,--::3 ""d(1)e.......~Vl 0><'0~'"0 (1)/~......0 ~'0(1)......
"""'<~"""(1)
,~
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Year .,:,..
r-'rr:o ,
::b:::;:---
rs THE
....
t No.
OF THE
ESTATE OF
".D.SHANOR ROBERTS aka D.S.
ROBERTS aka DAVID S.ROBERTS'aka SHANOR ROBERTS aka
P SHANER ROBERTS .
Deceased
V1
Ol
fJ•
. h jLateofElgty-Four.....
Commonwealth of ~nsvlvania0>'
(.0'
~::o :b-C>c:""0R~QRT ~D A~ISAL
,.,,~I\). -=0;-.~;
0_-r,~l>::lE::o;:::2:::;;0
County of ......Washi.ng.ton.
Will
Administration
............
"~
..,.
~t~
'--11o,"t4 r l',O~lL2j'q .~><~c-
.....
'.I)
U""-.
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.-;.
)
-00 '*-00 .'*-EP.'*
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:'"It_.'t :'-'(;l~.~.~3~0-.:,0 =..':c a.~.<;:)-;
-----------------cc------------------------------------,
DEDUCTIONS ALLOWED INFormRCC·10
OFFICE OF THE
REGISTER OF WILLS
OF __W_a_s_h_i_n_g<-t_o_n__COUNTY:
AND AGENT OF THE COMMONWEALTH
.l,j-&1-14/~
'rfJ 37-;<S7-/
STATEMENT OF DEBTS
"-P'"AND DEDUCTIONS
J
THE SUM OF $.£~I(~Cj '(
Dm ""DV"~?()
Regiller 01 Wills,Agent
ESTATE C.F __D_._S_HA_N_O_R_R_O_B_E_R_·_T_S__L.ATE OF __E_i....::g:....h_t:..=y'--_f...:..o_u_r..:;,,_p_e_n_n_s_y=--l_v_a_n_i_a _
DATE 01"FI1.ING APPRAISEMENT DAT5 OF DEATH __S~e.=:p...:t:....:e:..:mb.:.:.:..e.:....=r......:6:..:,~1~9..:6..:8:....___
Tax Co1±ect'o1")i'"r----------Schoo-:l--Tax-i-9~
DATE NO.CF NAM&:OF PAYEE
VOUCH_"
10/29 68 Russell Marino
10/29 68 Washinqton County Reports
11/8 68 Observer Publishinq Co.
11/14.~R Russell Marino
11/5 68 F.J.Buckley Insurance
11 11 q hR Martin Hallam
11/68 Greenlee Funeral Home
RI 69 David H.Ruben.M.D.
Tax Collector
'1'ax Collector
Malcolm L.Morgan
Countv of Washinaton
:L.V.L
REMARKS
Ltrs.of Admin.,1 S.C.
Advertising
Advertising
1 Short Certificate
Administrator's Bond
Auctioneer
Funeral
Last illness
School Tax 1968
Road Tax 1968
County Tax 1968
Personal Prooertv Tax 1968
Count:v-Tax-±9-~
AMOUNT
I
11 00
14 00
14 00
1 00
10 00
105 11
1,182 00
293 60
275 76
66 77
113 54
8 16
~J
-,.~-
_?"7c.nn
County of Washington Personal Pronertv Tax 1969
4/24 69 Russell Marino
Kurtz Monument
Wa~hinaton Hosoital
Russell Marino
Bloom 'A1oom Rosenbera &J::Hoom
J.C.McCleery
Bal.on letrs.&File Inv.
Tombstone
Last Illness
Filinq Account
Attornevs'Fees
Real estate aooraisal
{
TOTAL
12 00
250 00
40 00
16 00
2.380 00 -
50 00
/IS'().()
.7'5\.a<)
t7tJ cHJ
~~,~n r~~,v-'
COMMONWEAL.TH OF PENNSYLVANIA }
COUNTY OF washington 6.:
I,D.Bruce Roberts HEREBY CERTIFY,THAT.TO THE BEaT OF
(L.5.1
ROWENE ESZ,NG.Notary PublIc
My Commission Expires February 8,111'73
Washington,Washington County,Penna,
.oECEAeED,AS DEDUCTIONS;FOR
~6z--RYvJ;
SWORN AND SUBSCRIBED BEFORE ME THIS 29th DAY 01"D.Bruce Roberts~entember!+\18 ~z~aA...<.........Cd::r.L ---•
INHERITANCE TAX PURPOSES.
MY KNOWL.!DGE AND BEL.IEF.THI!FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL.EXPENSES AND EXPENsa OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF D.SHANOR ROBERTS
·.
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----
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Form No.RCC-62 (7-69)rHIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,-JNDER SECTION 701 OF ACT OF JUNE 16,1961,
EFFECTIVE JANUARY I,1962,(FILE IN DUPliCATE WITH COPY OF WILL ATTACHED)J
_~.OFFICE OF THE REGISTER OF WILLS
~,Connoy of .1:I1\~\I~.l'JG:rPl\I .
..l?-..~~;l!<;;E:.~~~l?~.~$'of ~-.l?-..:ftf.,..~Ago;~Y:-Rq\l.r.,..J?~l)p'~yl.:v.q.n.i.q..
(Name)(Addre88)
being duly ..~_~9_~!_l .according to law,deposes and says that he is the ,~~!!1:~~_~~_t..!::~_~~E _
(Exec.,Adm.,Legatee.ElC.)
of the estate of D_..Shane.r__.Robert.s.whose last residence was-R .D_·__#2r__..Eigbt..~::':'-f.o~r--,-P_a-.--(N".)-(St~t).
__________________________________________________..deceased,and that the whole of the estate of said d~cedent,who died _?-§B:t~IlW_~J;6..__1968
(CitY.Borough or Township)(Date)
cQ.nsi~ted..o.f:.1 f'1 d th"1 11KCc-3~prev10us y 1 e,1S 1S SUpp ementary Ta y Report
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA.WITH STATE!li:ENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESOES AND RELATIONSHIP OF OTHER OWNERS,
Real Estate
See Form RCC -33 previously filed
Personal Property
See Form RCC -33 previouslv filed
SUPPLEMENl'
~stimated
~...//Value
I
~/
Cash distribution from Est~te of Ethel J.Roberts,deceased,
#63-69-227 J~2,727.92
NOTE:You may expedite the proc~ssing of this return by filing -Nith it,and as a part of the return,
letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the
decedent as cf the date of death,Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of prin:ipal and interest in the decedent's
account at the date of death and the type of account, account number and the exact name or names in
which the account is registered.
~--------~~~~~~-------------------------------------....---Jointly Held Property
Transfers within TWO YEARS Prior to Death
Estimated
Value
That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of
another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
BENEFICIARIES
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARYaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
"1 •
-
-
RESJ.DE~T DECED:SNT DEBTS AND DEDUCTIONS CLAIMED "
NO'l'·E··List first fiv'>items in the spaces so provided.observe notations thereon.and instructions.--)~.
DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN
iKEGISTER ONLY
Funeral expenses paid'$$
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *I
Fiduciary commission *
:
OTHER DEBTS AND CLAIMS
(*)See Note below
..
~
I
•
,
Total
Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee.commission oi'debt is greater
or less than th~estimated amount claimed and allowed.
Subscribed and s orn to before me this ' ' .'/~.1..p.~..a.r:\l.<;:~.R9.l:?~+~?.
(Executor-Administrator)
.......7th day of .JanuaJ:y 19.70 R.D.#2
!.s/.Row~n~..Ebl.:i,.ng .
(Street Number)
Eighty-Four,Pa.
(City or Town :md State)
Having been dU)¥sworn according to law.I do,"?el.ebYertify that the above appraisement is made in conformity with law on this
..............c::::(&{~day of .~.;4!»,lrdr:J.;J'0 1'~~..~..~..
Appr el'
In the event that any future interest in this estate is transferred in possession or enjoyment to coliat 'al heirs of the decedent after the
expiration of any estate for life or for years.the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri-
tance taxes at the lavful collatei'al .:ate on any such future interest.
REPORT OF THE REGISTER OF WILLS
I.the undersigned -duly elected Register of Wills in and for ..,County.Pennsylvania.do respectfully
report that I have allowed debts and 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 said schedule above.which greater or lesser amount represents the sum allowed as a deduction.
Dated:.
Register of Wills
I
I
.,~,.
J
Form No.RCC-62 (7-69)
Will
Administration INo.".,....,.year,....
IN THE
r.·
',1
"
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Deceased
Late of . ,' ' ,
County of '",..'., , , .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
s ...
-~2>rrt:::O
-..J ."
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:::(i)(f)C:...-
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z-j(r.:1Z
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0
....,Ie;:0
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...
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-------------
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"
RCC-Bl (2-64)
COMMONWEALTH OF PENNSYLVAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF 'FILING OF APPRAISEMEN'I
D.BRUCE ROBERTS
(~Administrator)
IN YOUR REPLY PLEA.E
REFER TO
37-157-1
j
In Re:Estate 0 f __---=D;...:;._S;;;.;HA=N:.::.O=R--=R:.:.:o:.::.B;.;..ER.:.....T.:.....S---:a:!../.:.....k/~a=___
_____---..:.:W~AS:::::H~I::.:NG~T..::.O:.:.N County - FHe No.63-68-11U2
De ar Mr.Roberts:
You are hereby notified that the original
appraisement in the estate of D.Shaner Roberts aJkJa
has been filed in the office of the Register of Wills qf Washington
County on June 25 ,19~.Said appraisement reflects 'the
following valuations:
Real Estate _--'-~27~.O~O::;;O~.OO~_
Personal Property ~1~9~z~4~7=1~.~7=2__
Transfers --------.....-r-.-N"'l'"""""P'7~-Tota1 ....,-_---:4:::..:6:..i!,~4;.:..7:::.1.:...7:..;.2=--_
As to such tax that is paid within three mJnths,from date of
death,a five (5%)percent discount is allowable.As to any ~ax that
rem3ins 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.
Da";,e J=..;un=e;.-=.2.£,5.L.1--=1~9:..;:6:..!9__....;.,Signe~~>:'~~4#
Title W.R.C_APPRlISER
DATE OF DEATH:September 6,1968
Note:This is not a bill.
.~.
RCC-39 (5-68),
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
.'
SUMMARY
Estate of ROBERTS J
(Last Name)
D..
(First Name)
SHANOli
(Initial)
DATE OF DEATH 9~6~68 FILE NO.63-68-1412
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reponed in the foregoing return at
the values set forth opposite each itern in the last column to the right in Schedules "A","B","e",and "E".
06-25-69
09-()():68
Dated:---~--;;;:7-";-:'-------
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
VALUE AS REAPPRAISED
$-------+--
Valuation of life estates or
$----l.__
$---------1--
,$-------+---
$---------1--
'$---'--------1--
$---------1--
FOR USE OF REGISTER ONLY
Tax on$~f__-
Tax on $~I___<
Tax on $--------~f__
Tax on $--------~f__-Tax on $-+__
Exemptions================~===Total Estate ---l-__
TOTAL TAX
2%
6%
o
10%
15%
*
<•COMPUTATION OF TAX
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::=t===
TOTAL TAX BALANCE :---_~~
PAID $...JL
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $------
AMOUNT OF ESTATE TAX ASSESSED $-----L-
Estate tax paid $--Jl-
BALANCE DUE $---J~
Add interest at rate of 6%from
------ttIO-----
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.
\
-----------------------------------------_.------------------
:~~inistration t No --.:.-Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
....n SHANOR..ROBERTS ..a/k/a .
Deceased
(
/:-
I
,t
..
Late of ......~:I:.c;HI.IT...f.Op.~.I
County of :WAS.H.lN.GTOW .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
..
\..'
,~
,;,
l'
[.y-DEPARl'MENTOF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 i 27 .~
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT ..
DATE ~.~~?~.I.!.?.§.~.
COUNTY w.~~.~~~.!?-~.
FILE NO §.?.:.~~:.!4..~.
Whereas,~.~~.~.<?~~~.~.~.~<:!.~/<:late of ~~g.~~.y...X~~.
in the County of W~.~hJng~9..~Commonwealth of Pennsylvania,having died on
the 9.~.h day of ?~p.~~.1?.~.~19..A?.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~~.~~.9..~~.r.,an appraiser duly appoinfed according to law,
having oeen 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 f:le 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 AppraisementDescriptionofAnetValuesMadeforInheritanceTaxPurpoles
$
..
REALTY:
One h\llldred Forty-three (143)acres,house and
bafn -WestBethlehem Twp.,27,000 00
!PERSONALTY:
i Mellon Nat 11 Bank -Savings Acct.3,783.81
Mellon Natf1 Bank -Check..ng Acct.572.78
First Federal Savinl!s &Loan Assn.-Savings Acct.6,631.60
809 shares Affiliated F\llld,Inc.7,936.29
.4 shares oI Sullivan Rubber Co.-CODUT;on 110.00 .
Gash 168.00 I••
..
U.S.SavinRs Bond.Series E,$100.00 ~:126.24 ..l
.1 U.S.Savings Bond,Series G,$100.00 100.00 .:
'Cashi in Gold Coin 42.50
19.471.72 19,471 72
'.
~,
Total 46,471 72
.
-
I
fonn~~~fhb~~::~~wlll11:21~to~~:~:;:re~~~~~~~..~iftt.¥J~~E
AppraIser................................7 ........2 ............................................................·....................................#4-···7~-~;.;~~·).Penna.
."1
...........................W.A$.H.~Nqr.QN..............................Cou"ty.
RESIDENT INHERITANCE TAX APPRAISEMENT.
Estate of
............................m ....P..~....$..HANQR....R.Q~~!$....~J.~/~....
Deceased.
Late of .
EIGHTY 1"OUR..............................................................................
Date of Death,~~.Pt..~~~~.r.9..J +.9.9.?.
Appraisemel!t Docket Vol.,.3..7 .
Page,15..7.~1 No 63:::'.6.~1412 .
Filed in Register's Office,~.WJ..~g..5.19.6..9 .
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
'V'd ··OC>NOlfiN1HSVlr\Examined and Approved,··················································~;-:7·11/.j1 .:I 0 H:3.L SI ~71 lj
Wrote abo.lIt Appra.isement,··········································O:b!"l tJ VH 11;~Sntl
--_..---------
l,~
...fl n I '"Appeal j"om Apprarsement,····································~i.t·······11 ~i d
Entered and charged,.
0 1 LlWr n'J ...11'.1 .JL4
303-11:1 ,
/
6159 Washington,Pa.,'--_-='T1-=-=::~-=--..:....J!::.:..J..f_'19---7-&.
OFFICE OF
CLERK OF ORPHANS'COURT DIVISION
~Dollars
For·--!.~~==,:::::::,-_---,,:=:-::=--=------r--+--------__
CO'unty • - -••$'---~-T---'--c-e-tt-~a-~
Clerk of Orpbans'ourt
State,etc.- - -$==~=¥=.£b=_==Per J-0!i
_..;;~~_~~~~~~:___________________________________~________I
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
D.BRUCE ROBERTS
(~~Administrator)
IN YOUR REPLY PLEA.£
RK,.KR TO
37-157-1
/
In Re:Estate of -:.::·D:..:.--=::::S~HA:.:.::N;:..:JO~R~R::::O.=:B:::.ER~T:.:S~_
_____---:W~A~S~Ho!.=I~N~G..T~ONIl_County -File No.63-68-1412
Dear Mr.Roberts:
You are hereby notified that the xxxxxxxxmrtgi~supplemental
appraisement in the estate of D.Shanor Roberts
has been filed in the office of the Register of Wills qf Washington
County on January 22 ,19-19.Said appraisement reflects the
following valuations:
Real Estate _......;..._
Personal Property ~2~,~7~27~.~9~2~__
Transfers ---"--",~_..,,.._..,...--
Total ~-.=2~•..L.:72:::.J7L..:':..L9.:::,2__
As to such tax that is paid within three months from date of
death,a five (5~)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (e~)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Da te ....:J~an~.~ua~ry~.!::2.!::2.,.,-,1:!::.9.L.7~O:!-_
DATE OF DEATH:September 6,1968
Note:This is not a bill.
--:__---.-.,-__-,.-"~..._._.'-_:,-_:_'w;z-._~~_'..~~'"'"
RCC-4 (8-68)
~~~~~~~~~~~~~~~~~~~~';iCOMMO~WEALTH OF PENNSYLVANIA I~I:
..-DEPARTMENT OF REVENUE I~I '11l1=N=o.::::::A~O~8~5~3~·9,;,'~6;:_O=FF=I=CI=A=L=R~E.c=E=I=PT=.=PE=N=N=S=V=LV=A=N=IA=I=N=H=E=RI=TA=N=F=-E=A=N=D=E=S=TA=T=E=T=AX=====~===~'I
i REC IVEDTWO THOusAND'sn HUNDRED SUTI and 53/100 -...........-dollorsf)).Bruce Roberts.B1rcr.representing Pennsylvonia Inheritance or
From:C/O'ArTIS.81.00M BLOOM ROSENBERG &BLOO)fstate Tax due from the following estate:
Address 200 WASHINGTON TRUST BUnDING 2%Taxon $$---------I'J
'.:WASHINCTON,'BNNSYLVANIA 1530 6 %Tax on $_--,4:..=:.3~.9=--=O:...=3....:..c.2=..::0,--_$,_-----'2~.......6'-"<C34~.1......9'---_1I1
File No.63-68-1412 Dat~of Death 9-6-68 15%Taxon $$---------11lI
$-'--------
Doie oi Paym9nt
Nome of Decedent
January 29 -1970 %Tax on $$I~
Estate Tax,Act of
D.SHAHON ROBERTS,aka etc.May 7,1927
$---------1111
$,Atl26~'•...><I:34:L-!~
$_--=2=-l11,'-""6=.34..!:.--'•....",1"""9_TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
dote of death
Plus interest at the rate of-..L%from 12.6-69
to Da'te
\).'\
"
..
,'1,"
1 ~....'tt.
lJ.OO~·~~·~@illUrnl·SEA L TOTAL AMOUNT FAID $2;660.53
NOTE:This Triplicate Re::;~t't~'b~~et~ined for ;~dii a~157-1 12 --/
'l·.'.....;,1>-'--'"•I"~.'~:..-.2.€--£,p ~'£~btO• .';,.."/Received by _..L.-=.::.(.~--=.......=--·_"'e:-c..::---=:----;,---IW
NOTE:In accepiing!the'jronsfer1inh';;ritance tQ)<Jon future estates,pt"ior to the death of Ihe life ~7 (SignatuAe)~_
tenant or tenont for years,'0S'evidenclcJ by'this receipt,it is understood that the Commonwealth sholl //./_.~.•J>.-;3t".t--c::.v,~///.._/"//'.J
not be precl"ded orpr,evented from h~reafter,(;';sessing addilional inheritance lox at the death ofthe-"-(c...~:,t.<L::"":"'-'_~_'__,f.L_.,.:--=--.::::~....:..:...-=C...::.::.....b"-1]
life tenant or tenant fot 'years_.~h_eDe~,e<-it'appears that such additional lox may be legally due and 7 'v!{Title)
collectible for onv reasonwhatsoever..•'....
Remarks:
Cou'nty W_l_S_H_I_N_G.....:T.....:ON ~--1