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HomeMy WebLinkAboutOC1968-1531 - ESTATE OF LEWISPETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form I Estate of ffi1..r.~J.~.MA...lJ.P..~..~EWJ;S ~/k/~L __ ....~Jl.p.J;:~.~J.s... Deceased No._..1;?:n:Q.f ..R.$...__..__..__. Fiduciary .._~_~~_:....~~~~.f?!....?~_~~~t~E ..._._ Date of Date of Decedent's death !:\P.E~.~~.!~~§.~----.Grant of Letters__.._.:~J?~~_~.J~.~..}·.~~.?_.. This is the ~.~:':.~!:~!:l.~_..~~E..~.~_._..account filed in this estate If there have been former accounts filed in this estate,list file number or number and term__NQn..~_.._._.. --_.-.__--_.._..~.__..-_.__.__.___.__.._-__-_-. Election to take Under or Against will.(cross out one) Date Election Place of; Filed __Record .__.._ . Name of surviving spouse __'!._~~_=~~~~~..._.._..____...__...__,_"__,,__,,,.,.,,.__,,__, List issue,where material: Did decedent marry after execution of will?(indicate)Yes.No.Any children born after execution of will?(indicate) Yes.No.If answer yes,name them ________... ,,......__---_----_--____._-----_._-----..--------__----_. Legatees J.E ..Lewis Relationship Husband Interest Entire Fiduciary,if deceased or not sui juris List,if exceptions to above: If partial intestacy,give facts: Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.No. If any exception give cause:_ _ __.___. File copy of Notice and date of mailing ,_ . ------------- Is estate subject to the filing of a Federal Estate Tax Return?~9 . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.~.~~.~.~.9 . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . N/A.........................................................................................................................................................................................................._-. 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 adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by acc,?unt: Russell Marino,Agent -Inheritance Tax Total additional credits (Subtract) Balance for distribution $~~.n.~. $~~.~~Q . $.}~.!.~.??.~.9.~. $.}~.t.J:§.~.~.9.~. ":' ~"'-'-- If balance for distribution is not in cash,list each item he/din kind,giving appraised Value (or distribution Value); Real estate as described on Schedule A annexed. ~"~. •J .'*1 ~-- If Family Exemption claimed by Petition,give place of Record:_ __.__.__.. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:_. List any advancement or distribution on account that has been made,and nature and amount of same: None Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: J.E.Lewis -Entire estate COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly §~~.~~doth depose and say that the facts set forth in the foregoing petition are true to the best of J:).J§_knowledge and belief. .......$.W9.fIl:to and subscribed before me this..JQth day of ~~.~gh 19§.~. Signature of Officer ~..~. Title of Officer ~~. Office expires 1d .!.t.i...?.-?.. And your petitioner will ever pray,etc. Estate of_...~TTIE MAUDE LEWI S........_---__-_. r: i; !i ~, I.i• No.1531 of 68 - SlllfA .:10 H31SI!)31:1 ONll:I'!H 113SS01:l \\ 031\3 ~~(.~ "",; ....E.L~L~L ...Ml.\QR~__J·!~!:U~.$........... Deceased Fiduciary..._J.•.._E..I..__r,.,~I.s.~...Ex~cJJ.tQr__. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account.. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.'Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. Attorney ~2 .90 :m llV ...... 173 HdV 6961 ,'\, \; ~~ C!tommonwraUq of ,rnnSYIUania,} masqington C!tounty,ss. KNOW ALL MEN BY THESE PRESENTS:.Whereas,at Washington,in the County aforesaid on the 13th day of April A.D.19 65 ,before me, Josephine M.Douglas ,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 Hattie Maude Lewis a/k/a Maude Lewis lat.e of Hanover Township in the County .aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and J.E.Lewis the Executor m said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Josephine M.Douglas ,Regis!er as a~~resaid,do grant these LETTERS TESTAMENTARY,unto the said J.E.Lewis committing unto him the administration of all and singular the goods and ,chattels,rights and credits,which were of said deceased,and requiring him to exhibit a true and perfect inventory thereof into the Register's Office,at Wa'shington,wi.thin ninety days from the date hereof,and to render a just and true account of s'aid administratiC?n at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this thirteenth day of April in the year of our Lord one thousand nine hundred and sixty-five. r! ~:;•'w LAST WILL AND TESTAMENT We,J.E.LEWIS and HATTIE MAUDE Lffi1IS,husband and wife,of Hanover Township,Washington County,Pennsylvania,being of sound mind and memory,do make,publish and declare this Will to be jointly as well as severally our Last Will and Testament,hereby revoking and mak- ing void all former Wills by us at any time heretofore made. FIRST:All just debt s and funeral expenses shall at all times be full;y-paid.· SECOND:We desire that all property,real as well a s personal, of which we may·be possessed at the time of the decease of either of us, shall be inherited by the survivor. THIRD:Upon the decease of the survivor,it is our desire that the property of both be treated as one and the same,and we do hereby give and bequeath the same unto our son,William Lewis. FOURTH:In case of the need of administration hereon,at the decease of one of us,we agree upon the survivor as the Executor,and without bond.Upon the decease of the survivor,we do hereby nominate, constitute and appoint our son,William Lewis,to be the Executor of this our Last Will and Testament,and without bond. IN WITNESS WHEREOF,we have hereunto set our hands and seals this 5th day of April,1944. J E Lewis (SEAL) Hattie Maude Lewis (SEAL) Signed,published and declared by the said J.E.Lewis and Hattie Maude Lewis to be their last Will and Testament,1n our presence, who at their request and in their presence and in the presence of each other,we believing them to be of a sound and disposing mind and memory, have hereunto subscribed our names as witnesses. I C Bloom Gertrude D.Swallow J.G.Rosenbers. -' 1 ,.... 0 ::r:~ •• i~:x> ff) 1-3 ,0 1-3 ..... ....;0-'I§i ~ 2:-' H s;::~3= it:r.1 t-e -=z:«u... 1t:r.1 ~ ~~o jl)!sf '" f ~-'0:: !t"i CJ)€I -'w ~!§-j C\l w..- it:r.1 »to <n<n !~...........itx:1 -j.~ 0::<n- iH Q)i '"..... ::::>c.?a..c::w I !w It"i 0 ~ -<ex: ~l~"1\a ~ i to :!H = ga !!w ..... ::~ I .:..-l ..t-e-i =f i i ::i: -,. j COpy OF INVENTORY notary public J.E.Lewis ..._---...-... Hatt.ie Maude Lewis aNa ~~: Hattie Maude Lewis aka MaudeLewis f ' . ., , 2,5~~00 .'.... DOLLARS~f~.;~ :..~,~J.,:' .~'? 1Jnurntnrg anb j\ppraisrmrnt of the goods and chattels,rights and credit;;which weremtaie~~e LeWis aka Hanover Townsbip ~ ot ~~~late of ~:.~__~. •-..."V ,-~ Washington County,Pa.,taken and made in conformity with the ab07Je affida'Vit. '."Savings Certificate -Meli~n National Bank PERSONALT;( REAL'l'Y' Land and Improvement situate along'U.S.Route 22 and Pa.Rt.18 -Hanover Township,Washington County, Pennsylvania 42,300 00 TOTAL - - - -44,850 00 L ~'"to.,.~""'''''J~~••~yr'!:,"~·~1 p ,~~4.1,f•.:"~t~~.r ·~~,"'.,'.·-"'l·,·...}.,1 +•.•l I ...., )",t,:,'r ~....A',• ',I'll :~.'......,'FA;;'l","t f'••' ,JY~-'""I <j'~.... •,r..\::!' ,'If •• 0 ...en 0'..:.:1 0 ....~:::::!:c 0:::=U ..L .q;;<u.. <,;'.a.....'~...!,~O ---l ~--Ie::--I~w ....en(/) 'U-en-a::~c.::J ~o::w0:: C7)Wsa '.'l '1 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 __~~verily believe,. ,., Sworn and subscribed before me this _.1.:..~.... .day of -~_.19 ~_f'.... .._.._~_:_-_. ROWENE EBELING NOTAR'i'PUBLI MY COMMISSION EXPIRES FEB.8.1969 .WlISli.lN\iTON.WASHIN,GTON COUNTY Jl~#,{..i<~. Wa1shington County,ss:I do certify that I have given legal notice'ro all persons concerned of the filing of the within account in the manner prescribed by Sta't'U'te and Rule of Court,as evidenced by proofs the,eof Hied to No..--lll-J-Jjitl.. Witness my hand and official 'seal thiJ~.-.-----. l.~~? doy of·J'f"----;;5~:~:;;:~.:.1~:.: ~---·--/---R·~gi~-ter of Wills ·1 I ~,9...., oj8....l;::l I'loo....o.... ....,....::loo CD~ o...., ...., I'l::looo <11 1-11 0:+Ji~:(J: (1)1~:~! ..: Ul!-.-I:~!(1): ...:I: .; ~! .:~l .....o ~I~i~:~! t;'Q: r!V")! 'I oz --'-!----~ \.. •., ~~ r ".. , I ,..:~. f'·". ~ _. ." The Court is respectfully requested to determine proper distribution in this estate. &~~~~ Counsel for Accounta ., ...... \ I1 FIRST AND FINAL ACCOUNT OF J.E.LEWIS,Executor of the Estate of HATTIE MAUDE LEWIS a/k/a MAUDE LEWIS Deceased As per Inventory and Apprisement - - - - - - - - - - -$44,850.00 Total Assets of Estate - Total Credits claimed by accountant- Balance for bistribution - - - - - - -$44,850.00_ 5,724.95 $39,125.05 The Accountant claims credit for the following: - - - - -- - -- -- -- ---- - - --- - - - - -- --- Josephine M.Douglas Washington County Reports Kurtz Monument Company Lee Funeral Home Burgettstown Enterprise Russell Marino,Co.Treas. Josephine M.Douglas Mary Call,Tax Collector Russell Marino,Co.Treas. Russell Marino,Co.Treas. Mary Call,Tax Collector Mary Call,Tax Collector Ltrs.Test.&1 S.C.13.00 Advertising 10.00 Tombstone 870.00 Funeral Expenses 995.00 Advertising 8.00 1965 Hanover Twp.Co.Tax 137.59 1 Short Certificate 1.00 1966 Hanover Twp.Gen.Tax 91.24 1966 Hanover Twp.Co.Tax 137.59 1967 Hanover Twp.Co.Tax 137.59 1966 Hanover Twp.Sch.Tax 456.22 1967 Hanover Twp.Sch.Tax 456.22 Josephine M.Douglas Bloom, Bloom,Rosenberg &Bloom Josephine M.Douglas Inventory Attorneys'Fees Final Account 3.00 2,392.50 16.00 TOTA,L - - - - - - - - - - - - -5,724.95 Sworn to and s Washington County Reports 65~~~M=MA~~ Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.1. 1784 Sec.3,paragraphs (3)and (25). ~OUNTY OF WASHINCTON ) "'ATE 0"PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publisbed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY 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 at said County,dated November J1,1920;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 foIlowing dates: .........APJ:.iJ J.s.??$?9 J.9.Q~.. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of,h;,,ffi&v;'"lJ{;;;j;d _~~~::~e:.~ .Editor----~~-- ...?.~.day OL -.:..P.~~.·.~'I96..?. ......Z~~~~.,.·...~ /M tary Public KATHERINE C.VA otary Public Wllshington County,Pennsylvania My Commission Expires November 1,1965 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 t:hem for settlement to the Executors or Admin- istrators or their Attorneys. • •• • ••••• • •• •• • • • LEWIS,HATTIE MAUDE,a/k/a ,MAUDE LEWIS,Dec'd. Late of Hanover Township,Wash-ington County,Penna.Executor:J.E.Lewis,Florence,Pa,Attorneys:Bloom, Bloom,Rosenberg&Bloom,Washington Trust Bldg.,_ Washington,Penna. '0? "it I ---I sf ............... .,t PROO~OF PUBLICATION f } lEGAL .NOIIQ' EXECUTOR'S NOTICE' "L'E.state of Hattie Maudel eWls,ajk/a,Maude Lew- is,deceased,1ate of Han- .over Township. 'L e t t e r s testamentary'I upon the above estate hav-~---.,~.a~~s~een granted-to-the-tifr--; giv gned,notice is hereby1 'th en to those indebted . ereto to make 'immediate~f1t~~nt andto those haVing ent theOr dfemands topres- ..m or,settlement. J.W.Lewis I Bl Florence,Penna.oom,Bloom R b'-and Bloom 'osen erg I Attorneys A-21,28,M-5._ ,- , -,' State of Penns~lVania,!} County of Wl~hington \Sj', I,i.aH.ltY9..~Q~g•....~;r..~,publisher of THE BURGETTSTOWN ENTERPRISE,a weekly newspaper published in the Borough of Burgettstown, County of Washington,State of Pennsylvania,hereby certify that the annexed ad- vertisement....Le.wJs.~.$.~~~_~was published in said newspaper for .....:3 consecutive weeks,commencing on the g!~~__. day of Apr.1.1 19 ~.~..and concluding on the ~~~_day of 65-~ay···········.:::£,f/~d~~..l,.,Publ~., ,i,ll'~.Lt.., Taken,swo~nto~~dsubscribed before me this 9.~h day Of ~~. 19...65... Notary Public EDWARD F.LOUNDER,NOTARY PUBLIC My commission expires Bur{Jetlsio~llI.•B4tOll.gh,..YJashLqgl!lIl.•C/J1J9ty . MY COMMISSION EXPIRES fEBRUARY 1,1969 1Jn tQr l0rpqunB·'OJourt of mUBl1ingtnn C!1nunty In the matter of the Audit of Account in J Estate of HATTIE MAUDE LEWIS a/k/a MAUDE LEWIS TO THE AUDITING JUDGE: No.1531 of 68,,19__,A.A. Enter-~o:..:u:::r=__appearance for·__~J~.~'=E!....:.~=L~e:::.w!!....:!i"_'s~,____'E!=!£!x~e=:.:c!oo·~u~t~o~r~_ ~-~~ BLOOM, BLOOM,~LOOM 19th day of__M_a_r_c_h _19~ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation 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. No.1531 ,of 68 ,19__,A.A. In re Audit of Account in Estate of HATTIE MAUDE LEWIS a/k/a MAUDE LEWIS AUDIT Jrarripr for Appraranrr FOR J.E.Lew~s,Executor Attorney ._.=============~n2 .,j In t4e Qrnurt nf Qrnmmnn Jlrull nf lIunlTingtnn Qrnunty, Jennnyittunia,®rp~unn'Qrnurt Bitrinwn ESTATE OF No._---::!1:...::5~3=-1.:::.o=_f ..:!:.1~96~8~_ Hattie Maude Lewis,a/k/a Maude Lewis, Deceased. In the matterofthe First and Final Account of J.E.Lewis, Executor ADJUDICATION AND DECREE And now April 7-(,19 69 ,this matter came on f~r heari.ng, 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 $38 )83 65 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 flied sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account"_ Additional credit asked at audit Balance.e _ 941.40 Deduct Clerk's Costs &Receipts _ Attorney Bloom,Bloom,Rosenberg &Bloom Russell Marino,Clerk O.C.,costs in certifying real estate to Recorder, 47.00 5.00 $38,136.65 J.E.Lewis,husband,residue,including real estate as hereinbelow described,held in kind and distributed as suc at the appraised value,42300.00 John D.Woodward,Recorder,costs recording certification of real estate, Contribution to maintain assets of estate in kind, 7.50 4175.85 $38,131.65~~/~f(;;~.C7/;[/1&1/(-r:;/ $38,124.158"1./ $~2,300.00 No balance REAL ESTATE TO BE CERTIFIED TO THE REec>RDER OF WASHING ON COUNTY BY THE CLERK OF THE ORPHANS l C URT ing line of BEGINNJl.JG at an iron pin on the northerly side of U.S.Route 22 west of the Village of Florence,Washington County,Pennsylvania, interest of the devisor in and to parcel of real ea ate descri property herein described and property now or formerly of J.R.Wils n,et ux; Hattie Maude Lewis,devisor,to J.E.Lewis,devis ee of al the right title and .1 '."'",•-... 0 i;" ~-W :J Z ~ S -+9 ~ :T C (1) ~(1)a 3 a 0 ~....- ~a ., t 0......... § -+:T .. (1) ~6, :~!J~~~ . c .) c J u' '( ".I 1 .1.J J '..~.~ .1 • ,. "J -J....,,)c J ---------------_._--------------------------- ,--. thence South 650 41'West,a distance of 990.73 fe t along th northerly et al to thence North 250 09'West,a distance of 228.71 fe an iron pipe; side of said highway and property now or formerly of Mar lyn R.C side of U.S.Route 22 to an ironpipe; othenceSouth64 51'West,a distance of 275.08 fe t along th northerly or formerly of Luther W.Hoy,et ux to an iron pipe; othenceSouth64 51 1 West,a distance of 919.35 fe t along p operty now or formerly of the said Hoy,property of W.J.Robertson and prop rty of J.A.· p; ropertyof operty now •Linden,beginning.Containing 91.497 acres according to survey or formerly of J.A.Mendenhall,et ux,to an iron pin to thence North 120 09'West,a distance of 1608.75 f said Schooles to an iron pipe; o thence North 18 241 West,a distance of 214.32 fe the said Mendenhall to an iron pin; o thence North 69 41'East,distance of 705.38 feet along pro erty of the Mendenhall to an iron pipe; thence North 180 41'West,a distance of 108.75 fe t along p operty now or formerly of Burgettstown Realty Investment Company Wilson,et ux to an iron pin on the northerly side of U.S.Route 22 the place of Registered Surveyor,dated November,1966. CERTIFIED TO RECORDER:A RIL 30,1969 Road,property now or formerly of Betler Brothers,Inc.and pro or formerly of Michael L.Schooles to an iron pipe; othenceSouth64 19'West,?-distance of 257.36 fe said Mendenhall to an iron pin in King's Creek Road; o .thence South 87 12'East,a dlStance of 1575.48 f et along formerly of William Sausser,et al to an iron pin; othenceSouth22 56'East,a distance of 1332.22 f et along roperty now L .... ;. It--,f\' r·: to 0 •• 0 (/) O..J'0 ...Z..J :t:0:::3:LU .q;<elL.Zo--'<-'..Jo::-Jl.LJru~I--(/)~LL ff :::>CJ O::LU.q,:a: Q')~- 3398 Washington,Pa.,~.Y 1 ,19# OFFICE OF CLERK OF ORPHANS'COURT DIVISION Per·_--.,;::=-..:.....L-_=---J._ For'~~~---:'+--4-~'---=:::;"""<:'-+-----'=------__- State,etc._••$====== Total County ••••-$,~==:::::;.~_=