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Home My WebLink AboutOC1968-1561 - ESTATE OF LIGHTHOLDER---------------~--~-..---..........----···~--· --~~ PETITION SUR AUDIT Testate Form j IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of.!!.9.~.!'i.W.: ... ~!9..~.T~.9.~.P~-~---················------No .. ~~-:-~~-:J~§J ........................................ j •. Fiduciary .. Jg_q,n __ L .... Wb.it.~m.9.~L ... P.QX'.Qtb.y: ______ _ ... L •... P..t,?,gg__~n<JY..~rg_~n._~~--L.! ... C.9.W.9:n.: ___________ _ Deceased ~~~ ~~~ Decedent's death ... Ag._gy§L?. •... t~§-~------................... _____ .. Grant of Letters .. ___ NQY.~.m .l?.~r.J , __ _l ~ .f:UL ....... ____ !_ .......... . This is the .......... E'INAL .................................................... account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ..... N~!l:~---------J ........... . Election to take Date Election Place of; Under or Against will. (cross out one) Filed .................................. Record ................. ! ........... . Name of surviving spouse ...... N.Q_:Q~--------···········-······························------··---------··········----------------------------------------~------·----- List issue, where material: None Did decedent marry after execution of will? (indicate)~-No. Any children born after execution of will? (indicate) ~~ No. If answer yes, name them ......... NlA .................................................................................................. l ............ . I I ...................................................................................................................................................................................................................................................................................................................... • .................................... . Leg.atees Relationship Interest Fiduciary, if deceased or no~ sui juris Jean L. Whiteman Sister 1 I 3 Residue Virginia L. Cowan Sister 1/3 Residue Dorothy L. Dagg Sister 1/3 Residue Karen Cow~m Mull Niece $500.00 Shirley L. Whiteman Niece $500.00 Ronald Dagg Newphew $500.00 Elizabeth A. McC. Sheldon Cousin $500.00 Ross Dommke None $500.00 Ronald Dommke None $500.00 List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cous~: If partial intestacy, give facts: Notice to interested parties. Hove all parties, having either vested or contingent interests and all credio~s 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. ~ 1 If any exception give cause:-----------------···---------------------··--· File copy of Notice and dote of ma iIi ng .................................................................................................. : ...................................... ~ .............. . ' ' Is estate subject to the filing of a Federal Estate Tax Return? ............. ~~---·································································· Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .. 28.0.7 .•. 2.9 ... , ...................................... . If the Will m~kes any portion of estate subject to a life-estate, give name and birth date of life tenant.. ..... NQ ......... . .................................................................................................................................................................................................................................................................. 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 additio'nal debits (Add) $ ................................... . Itemize. any ·additional credits not shown by accountl ~ I Filing of Account $18. 00 ._; Total additional credits (Subtract) $ ... 1B .... QQ ..................... . Balance for distribution $--~-~-~-~-Q:}.? ................ . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); -/IJJ' -~-----------~--~-~----~--~~--------------------~--------...... -- If Family Exemption claimed by Petition, give place of Record: ............................ --·-·--·····-··--·························'············· I If Family Exemption is claimed at audit, give name, relationship and basis for Claim':, ............................................. . List any advancement or distribution ,gn accQunt that has been made, and nature and amount of same: Jean L. Whiteman ;p3, OOu. 00 Dorothy L. Dagg $3, 000. 00 Ross Dommke $500. 00 Virginia L. Cowan $3, 000. 00 Shirley L. Whiteman 500. 00 Karen C. Mull 500. 00 Ronald Dagg 500. 00 Elizabeth A. McC. Sheldon 500. 00 Ronald Dommkee 500.00 Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shores being stated in proportions: I ' Jean L. Whiteman Dorothy L. Dagg . Virginia L. Cowan COUNTY OF WASHINGTON, SS: 1 /3 Residue : 1/3 Residue 1/3 Residue COMMONWEALTH OF. PENNSYLVANIA The above named Fiduciary or representative thereof, being duly _______ i?_~_~:r_'_l?: ___________________ doth depose and soy that the facts set f?rth in the foregoing petition ore true to the best of ..... ~hi~r _________________ knowledge and belief. Sworn -· d b "b d b f =~~~;::·;!.~;~;: ... ~;.· .. 19~.;~~ ' s;gnature af Off;ce~ .... /..~r--' Title of Officer ..... N9. . .9-.f.Y. .. P..\lRli.G .............................. .. Office expires .. M.ay. . .2.8, ... 19.7.2. ................................... . And your petitioner will ever pray, etc. ~ .. f;t:L:~ · it~n_(i · ' . ......... 4,~:oagg··········'l'J·················· zL· . ' /.~ ! ·····-~·-························································· ?Virginia L. Cowan I · ' •: .., No. ------~--~--:::: __ ?_ __ r_::_ ___ /S.?J ... Estate of.@ __ lj_ __ N_ yt/~ -........ ---------........... ----................... ------.. .. ______________ k::-__ J_ __ §::-__ ft_T._d_~---~-Q_g_lf:__ Deceased F ip uc i a ry-------------------~-· · · · ·------------· ------------------- PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL · Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes oi aH~-.Counsel in the --..; 'J -case. C=' ~. ::;:.-:::J--· ...... 2. Cop~f-.-prtfer apJ?J>jntigg,_,Guardian _-ad litem?:Qf$e@1nent. q i __ 3. Copyz:reQfder appPint:i'ri91 Trustee ad litem;.H :g:er±inent. ·---,_....,'""~ ---i ::;_y ;--,_.,.. 4. Proof~"{)f ..service of above;. --:-;!!" ~ -.,... .. ..... u 5. Letter~ T~s~amentary: or Administration C. T. _A:; OF-on attesJ....s:opy of Will. ; -·--·· ' 6. Copy ~ tRV~tory and appraisement. 7. Proof .6'f gav';;tisem;rt-' 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 /" '' I ,~. ) _,' ~ . '.' ....... _ ... lo d-b9" J--E"~/ Affi~nuit ®f fxrrutnr ®r A~ministratnr §;tatt nf Jrnnsgluanta. f rut: C!!nuntg nf llas~tngtnn ( Personally before me, the undersigned authority, a ............... No.t~_P.uhlic ... --------------------------in and for said County and State, a ppeared ....... ~PJ._g}~ __ l:;, .... £:~IW<in~-=-~~---~h·-----····11:··a· ~~=~~h~.?t---~-?t.~---------------who.. being Aduly d. 1 d d h th . are L e .n m1n1stratr1Ces, f:cliT . .n .. f sworn accor mg to aw, eposes an says t at ey XSX®lf)f:Xi!l'CmO!Xl!D~XOO'Xt~lX~XX«K o t e estate o ............. J.OHN. .. W.A ..... LIGHTHOLDER ................................................... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate oL ____ JOHN ... W. •..... LIGHT.HOLDE,R deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just ap raisement of each item made by the above named Executor Administrator. Q --f' J Swor ond sub:crib~~;~o;_;_• this_£L ( oro · g ~ ·:········-------~---~~--------) Virginia C~.__o..._w .... ~-.. n ..... ,__, m1mstratric s, """''LAI"""',.--~ i ADDITIONAL INSTRUCTIONS . C. T. _AI, An inventory must be filed within three months after appointment of personal representative. A supplemental inventory must be filed within thirty days of discovery of additional assets. 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, including 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 1Juututnry attb 1\ppraistmtut of the goods and chattels, rights and credits which were of ........ JDHN. .. W. •..... LIGHTHOLDER ..................................... .late of .......... W.ashing.t.on .............................................................. -···---·- W ashington County, Pa., taken and made in conformity with the above affidavit. PERSONALTY: Cash in Wallet Loose Coins Cash in safe keeping at Holiday Inn -Net of Inkeeper' s Lien 1 I 4 Residue of Estate of Annie Lightholder (Mother) Social Security Death Benefit Veterans Administration Death Benefit Washington County Veterans Death Benefit One 1959 Oldsmobile Automobile located in California (sold) Proceeds from Metropolitan Life Insurance Company Disability Check from Continental National American Group Proceeds from group Insurance of California Casualty and Life Insurance Mellon National Bank Checking Accout No. 649-4451 i/n/o John W. Lightholder and/ or Mrs. Jean Whiteman TOTAL DOLLARS CENTS 9 03 66 29 79 54 1,929 48 255 00 250 00 75 00 1 00 359 55 117 70 19,175 06 1 312 50 23, 630 15 I I 1.\ ...... ;o i I I ! ' ' I ! ~ I i I ' . ! ! I i : ' I '- - ' . ·J IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA ESTATE OF JOHN W. LIGHTHOLDER, deceased FIRST AND FINAL ACCOUNT OF JEAN L. WHITEMAN, DOROTHY L. DAGG AND VIRGINIA L. COWAN, CO-EXECUTRICES -A om~~ (..It~ Date of Death: Date of Letters: August 7, 1968 November 1, 1968 Date of Advertisement: July 31, and August 7, 14, 1969 SUMMARY Principal -Personalty, See Schedule 11A11 Receipts Disbursements $23, 822. 12 7, 712.53 Income -Personalty, See Schedule 11 B11 Receipts Disbursements Distribution, See Schedule 11 C11 Distributed / 38.58 -0- TOTAL BALANCE $16, 109. 59 38. 58 $12,000.00 $4,148.17 $ 4, 148. 17 1968 8/16 8/30 10/1 10/11 11/4 1969 PRINCIPAL -PERSONALTY SCHEDULE 1'A'' RECEIPTS Inventory Filed $23, 630. 15 Inventory adjusted to reflect: Life Insurance proceeds reported at $19, 175.06 and being actually $19, 000. 00; and addition of First Federal Savings Account No. 22897 in the amount of $367.03 $23,822.12 DISBURSEMENTS Administrative Expenses: Mary Ward -Death Certificates Pennsylvania -Birth Certificates Pennsylvania -Death Certificates Russell Marino -Probate of Will and Short Certificates Pennsylvania -Death Certificates $ 6.00 6.00 6.00 20.00 6.00 1/10 F. J. Buckley-Bond 35.00 7/25 Washington County Reports -Advertisement 14. 00 7/25 Observer Publishing Co. -Advertisement 14. 00 8/5 John H. Davidson -attorney's fees 1, 250. 00 8/4 8/5 11/3 1970 6/24 Russell Marino -Advance against Inheritance Tax Russell Marino -Filing Inventory F. J. Buckley -Bond renewal Russell Marino -Additional payment of Pa. Inheritance Tax 2, 750.00 9.50 35.00 25.27 $4,176.77 1968 9/11 8/6 1969 2/4 2/20 2/20 2/20 2/20 1968 8/29 1969 7/7 8/5 ,_. DISBURSEMENTS CONT'D. Preferred Debt: Nicholas C. Mellas, Esq. -legal fees John H. Davidson p reimbursement of notarial fees Robert Wylie -Funeral Expense Oak Spring Cemetery -Grave Marker Grant E. Hess, M.D. -medical fees Washington Hospital Robert E. Wylie -Ambulance Other Debts: Bell Telephone Co. Virginia McClellan -reimbursement for telephone calls made John H. Davidson -fees due at date of death 204.58 3.00 1,065.00 380.00 145.00 1,380.65 10. 00 $3, 188. 23 77.53 20.00 250.00 $ 347.53 TOTAL DISBURSEMENTS $ 7, 712. 53 ~ ...... INCOME-PERSONALTY SCHEDULE ''B'' 1968-69-70 RECEIPTS 1969 2/20 2/20 2/20 7/2 7/2 7/2 7 /2· 7/2 7/2 First Federal Savings and Loan Assoc. Acct. No. 22897 -Interest accrued None DISBURSEMENTS DISTRIBUTION SCHEDULE "C" Jean L. Whiteman -Partial distribution Dorothy L. Dagg -Partial distribution Virginia L. Cowan -Partial distribution Shirley L. Whiteman ..., legacy of $500 Ronald Dagg -legacy of $500 Karen Mull -legacy of $500 Elizabeth Ann McClellan Sheldon -legacy of $500 Ronald Dommke -legacy of $500 Ross Dommke -legacy of $500 Total $ 38.58 $3,000.00 3,000.00 3, 000.00 500.00 500.00 500.00 500.00 500.00 500.00 $12,000.00 1Vkshington 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} SS. STATE OF PENNSYLVANIA 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 officiail. legal periodical for said Washington County, published weekly hav·ing its place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASHINGTON COUNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly ·as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: .............. J.uly. .... :3.1, ..... 1.9.6.9. .............................................. . ............. Augus.t. .... 7.., ..... 14 ....... 1.9..69 ............................ . that the affiant or the corporation in behalf of whioh he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of ~~a~t as~o the·tim~ce and h c r o the publication are true. ~ ~~ ..... 1#-.:t.h ..... day of ............ A.t.,g.u.s..t .................... , 19 ... 9.2 ...... .. ................ ~ ..... cl ......... : ..... . ;: tary Public KATHERINE C. YARD, Nttii'J Jl lie Washington, Washington Ce.., Pa. My Commissl11n Explrtl November 11 ·1 !J6t ·'Editor Estate Notices The Register of Wiills 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 having claims or demands to present them for settlement to -the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • LIGHTHOLDER, JOHN W., Dec'd. Late of Washington, Washington County, Penna. . . , .. . . Administratrices C.T.A.: Dorothy L. Dagg, Jean L. Whiteman and Virginia L. Cowan, 231 Washington Trust Bldg., Washington, Penna: Attorney: John H. ·Davidson, 231 Washington Trust Bldg., Washing- ton, :f'enna. 15301 .. Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May, 1929, P. L. 1784, aJs amended. Commonwealth of Pennsylvania, County of Washington, SS: ........... . Pef'sonally appeal.'ed before ffile, a Notary Public in and for said County and .State, ........ Ri.chard .... S ....... .G.Qw.an. ................ , who being duly s•worn acrording to law, deposes and says that he is the .. Secr.etar.y ............... . of the Obse.rver Publishing Company, a Pennsylvania corporation, and· its agent in thi·s behalf; that the said Company is the owner and pu<blisher of the Observer-Reporter, succ1essor to The Wrashington Obs·erver, established September 18, 1871, and The Washington Reporter, established August 15, 1808, a daily newspaper of general circulation, printed and published and having its place of bus·ines•s at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and published continuous•ly for more than six months• prior to the publication of the notice hereto atltached; thaJt the printed notice or advertisement hereto attached is a copy of an official advertisement, official notice, legal notice or legal advertisement, exactly a:s printed or published in the Obslerver-Reporter in its regular editions on the following date or dates; ........................................... . .................... ~~-~Y .... ?.9.JA~g~-~-t ... ?. .... ~~-~---·!.?., ..... ~.?-~?. ............................ . that neither the affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the aUega- !~~n~r~!. this affidavit ~s···t·~--~~~---ti:.~·--~l~at:i~~~ Sworn to and w. 28752 subsc~ }efore me this .. l2 .... day orAUgU.$.t. .... l.9..6 9 .a~-d: ... 7fl.~¥ MARaARtT M. BRADLEY, NOTARY PUBU~ WASHINGTON, WASHINGTOr~ COUNTY MY COMMISSION EXPIRES MAY 6, 1972 ------ STATE OF PENNSYLVANIA COUNTY OF WASHINGTON ) ( ss. ) JEAN L. WHITEMAN, tre above-named accountant, being duly '•" ;: sworn according to law, says that the above account is just and true, both as"' to items of charge and discharge. Sworn to and subscribed before this ;;{ 9 · day of )r~~DZ ~~otary Public . (} My Commission Expires: JZ~ · -2 ( /9 Z.V STATE OF PENNSYLVANIA ) ( ss. COUNTY OF WASHINGTON ) DOROTHY L. DAGG, the above-named accountant, being duly sworn according to law, says that the above account is just and true, both as to items of charge and discharge. Sworn to and subscribed before this 40 day of n~~e 1970. ~ od.;d'Zi( ~Notary Public My Commission Expires: ~· ;;1.. (t 1 f?.z._., STATE OF PENNSYLVANIA ) ( ss. COUNTY OF WASHINGTON ) VIRGINIA L. COWAN, the above-named accountant, being duly sworn according to law, says that the above account is just and true, both as to items of charge and discharge. d--· L~ V~owan, Executrix Sworn to and subscribed J:b.---day of My Commission Expires: 6" ~ \ ~ r-~ l ' -~ ~ '- ~ ,... ' "-· '~ " to 3-log'-~~~ I p·$-r.lfl-·re or- Vo 1-J A/ LA}, L I e:r1fl1/P '-L7 £ f {) ./£ c__ .fJ I q,"r " r 1 A/ -+ '-A C/ c.. 1 A o !)1/f c;;; c.. -r"f "' -~:J )> fT'J .::D en C'.> c: =r: -en :; (:") (.-~ 4~ --1 Pl C:• n; 1'- --: A; r·· .. C:l I -~ C.> ..t:._ -:--; ..:::: C") ---:. ~ 0 ...r.t: ;;,_; : ;::::: ::::;: '"Or-""'-'f>cnC> --....; ~ ,......_ .. -· ~ c._ <.::;::; r- •.,) ~c -o -_..... I"'V c:::::> "-.) ·-...... .., __ I n, 0 .,. "'o;:. ·:;.;: :~~;o.tk.s f#!tr 'JOnfi rmatum. ~~ OHJ.tf:!tRY rmrl \,. LAW OFFICES JOHN H. DAVIDSON WASHINGTON, PENNSYLVANIA "1---t-?-.--3 (. 7--/ ' )J!tf_. /S-/-~ -$0 ·. i~tbfi/!HjCOn G'Orinly, 88. I do r.ertifq that I haue (}luen legal notfot to all 111'90111 :•nn·:-:rnNi uf tile /1/ing of th~ within account In thtJ m«.nn,r pr~ ;c', ,_,,; Ol.f Statute nnd Rule of Court, as euidenctri b!j prooj1 tr..:. ·r. •• .-· fifed to No. h3-70-3'7D Witness my IJand and official seal this . .3./~ ._day ,, ¥-···1910.. Qt.t.aadL~~w.A.I.· _. - lfJtnitii#Jr of Willtt 3Jn t4r ®rp4ans, Qtnurt nf llas4ingtnn arnuntu In the matter' of the Audit of Account in No. 63-68~1561 ' 68 ' , 19 __ , A.A. Estate of JOHN W. LIGHTHOLDER TO THE AUDITING JUDGE: my Jean L. Whiteman, Dorothy L. Dagg and Enter __ __!!_ _____ __......cappearance for ________________________ _ Virginia L. Cowan, Executrices of the Estate of John W. Lightholder, dec' d .. 1004 Redstmnload Washington, Pexm' a 15:301 John Davidson, J.p., Esq• 1004 Red Stone Road Washing ton, Pemx' a 15:301 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. j J ..-< .s +' = ;j . 0 () -' ... () < ..... 0 ~..-' '{') ,_) ,. "' ~n t!Jt QJ:nurt nf QJ:nmmnn Jltns nf llns4ingtnu Q!nuuty. Jtnn11ylnnuin. ®rp4nng • etrnurt lliui11inu ESTATE OF No. 63-68-1561 John w. Lightholder, First end Final In the matter of the: _________ _ deceased, Account of Dorothy L. Dagg, Jean L. Whiteman & Vir~d ni a L. Cowan, Administrators\ G T A ADJUDICATION AND DECREE And now September ~/ 19..!5?_, 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 $ 4 130.17 and the account is accordingly confirmed; and it is o~dered, adjudgJd and decreed that the said balance be paid out by the Accountant in accordance w1th .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'--------------------- Deduct Clerk's Costs & Receip+el:»-------------- Attorney __ ...._J~ohy,RQ-.1!~. -D,I,.l.~ g..Q !J~.,J:!.Ob-' Q~iiO~RQ.r-1 _.,...Jp;p-8.--------- Redebit -Funds advanced in distribution prior to distribution by the Court, Russell Marino, Agent, transfer inheritance tax $47.03 Interest from ll-7-69~to 9-29-70 2.53 Shirley L. Whiteman, niece, legacy, credit to be taken by the accountants for funds advanced prior to distribution by the Court, Ronald Dagg, nephew, legacy, credit to be taken by the accountants for funds advanced prior to distribution by the Court, Karen Cow(an Mull, niece, legacy, credit to be taken by the accountants for funds advanced prioi to distribution by the Court, Elizabeth Ann McC. Sheldon, niece, legacy, credit to be taken by the accountants for funds advancec 35.50 $4,094.67 ~-/C,/97() "f_dl . .35. 50 ~ua00/Y(~ t10 ~ 12000.00 '~. --~~l$16,094.67 5oo.oo ~1.5,04.5.11 5oo.oo ~14,545.11 prior to distribution by the Court, 500.00 ~14,045.11 Ross Dommke, legacy, credit to be taken by the accountant for funds advanced prior to distri- bution by the Court, .soo.oo ~13.545.11 f r ~ 0 .... ~~ w :J z 0 ' .... ? ....,.... o· ::T"t ~ at s:: (1) :J 3 a .... 0 0 .... :t (1) ~· -' t , .. '·. ~ ., • < 0 ..,.. .. .... = ::r (1) ~ & , I ... ~ ~ ~' ~ r -r • ~' r-r ' r '""*'' (' r -r r ') (' ') I) I' ) )' I . '. Ronald Dommke, legacy, credit to be taken by the accountants for funds advanced prior to distri- bution by the Court, $00.00 Jean L. Whiteman, sister, 1/3 residue, credit to be taken by the accountants for funds in the amount of $3000.00, .sdvanced prior to distri- bution by the (Q:!ourt, · 431+8• 37 Virginia L. Cowan, sister, 1/3 residue, credit to be :taken by the accountant for funds in the amount'·of $3000.00 advanced prior to distribu- tio~ by the Court, 4348.37 Dorothy L. Dagg, sister, 1/3 :res'idue, c redi t to be taken bJ the accountants for funds in the amount of $3000.00 advanced prior to distribu- tion by the Court, 4348.37 $13,04$.11 No balance Form RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF ... W.ASHIN.G.TON ....................................... . IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of ___ the __ Inheritll,nce_an!f.E.!:!t!ite 1'ax J\ct of 1961.) AFFIDAVIT OF J . .OHN W ....... LI.GH.J.:.J.:I..O.L.P..E.R. .................... .. ....... ... . .............. ~ms (State full name of decedent) ' IN THE MATTER OF THE·ESTATE OF } Late of ................... :Washington······································ ...................... County ADMINISTRAT:flJl rices, c. t. a. ::.~ :.-. ~::::::~~ : -:::~_:} '" .Do.rothy ... L ...... Da.gg, .... J .. ea.n ... L •...... W.hit.e.man .. and .. V.irginia. .... L •...... Cowa.n ......................................... ................. ~ Administratlfr rices of the estate of the above-named decedent being duly sworn, depose S and sayS c. t. a. Decedent· dJed ........... August.7, ... . (Month) . ..................... , 19 . .68 ...... ,r testate leaving a last will, copy of which is hereto attached. } (!lay) (Y.,ar) l intestate Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. .. Jqhn H ... P.a.vioson> Esq11t:r~ ......................... . .......................... . 2 31 Washingtqn Trl1 st B:qU<:iing, Washii1gtqJl, .:P<=J:l:rJ,eY1YaPJ9.:.J . .!?..~.91 Administratricescd t. a. · f · · · h · · That as such ...................................................... eponent IS amdiar with t e affairs of said estate and the property con- <Ex.,cutor-AdministratorJ stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT ''NONE'' That the contents of said safe deposit box or boxes are itemized under Schedules or this ---return, with the exception of the following, for the reasons hereinafter set forth: That Sc.hedule A attached hereto and made part hereof sets forth full v and in· detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page or 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 Sc.hedule B attached hereto and made part hereof sets forth fully and in detail all per~~nal 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 institutions, 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 decedent's death in the case of savings banks, and to the date of deGederit' s ,death ~· \ -~ . v .J ~ in all other cases; all bonds, postal savings, treasury certificates or notes and other e-vidence ;o,f in--' ,,. • ' . j_ debtedness of the United States to the decedent; all obligations, whether by statute_ ~r,!~~eem~~t they are designated as tax free, of the United States, or any state, or political subdivi~ion/thereof,~or~of . ~. any foreign country, which are owned at the time of death; all wearing apparel, jewel,ry, :.silve!~are,~_pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats,.,.~nd any ~n_d all other personal chattels of whatsoever kind or nature, left by decedent, together with '.the f~irly: es~imated • -../ ..-. "" Cot . market value thereof; all bonds and mortgae;es held by decedent and of all claims due·~~l!d owing decedent ,_, • I I,. • at the time of death, and all promissory notes or other instruments in writing for the ·pa~ent of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value 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 thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent ~t the time of death, with the market value thereof at such time. 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 business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after 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 transferee and all other facts of a pertinent nature regarding said transfers. In the case of trans.fers intended to take effect in possession or-enjoyment at or after death, there is also attached to the-schedule a copy of the deed, trust agreement or other instrument creating the trust. TherA is also set forth in said schedule a list of all property, real and personal, with its value, which pa~ses at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part 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, annul tants 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 effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of ~ . death; taxes 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. Subscribed and sworn to before me this ...... £ .. a. ... (Street Number) ........... W.a.shingtQn., ..... P.enns.yl.v..ani.a .. .1 .. 5.30.1... ... (City or Town and State) 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 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENt OF REVENUE BUREAU OF COUNTY COLLECTIONS. TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY ~ ~ Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property heid as joint tenant 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 Com_m~!1wealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together wl th DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; if a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted. from this schedule. "NONE" Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. I ~----------,,------------------------------------------------------------------------------------------~ RCC-35 COMMONWEALTH OF PENNSYLVANIA 'TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death, Property owned by the decedent jointly with another or others must be listed under Schedule "E", Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. u. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and 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 anyundistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item No. ITEM List and describe fully f. 1959 Oldsmobile Automobile located in California (sold) 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. Loose Coins One-fourth Residue of Estate of Annie Light- holder (Mother) Cash in Safe Keeping at Holiday Inn -Net of Innkeeper's Lien Disability Check from Continental National American Group Insurance Proceeds from Metropolitan Life Insurance Proceeds from group insurance of California Casualty and Life Insurance Veterans Administration Death Benefit Social Seem ity Death Benef1t Washington County Veterans Death Benefit Cash in Wallet Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. UNIT VALUE ESTIMATED MARKEr VALUE 1. 00 66.29 1, 929. 48 _.. 79.54 117.70 359.55 9,175.06 250.00 75.00 9.03 X X 2,317.65 DEPARTMENT VALUATION (Do not write in this space & I . r.cc-36 ·8mBroN{\'E,\.LT'H,~F PENNSYLVANIA TlUNSFER INHERITANf'S TAX RESIDENT DECEDENT ' ' SCHEDULE "C" TRANSFERS ' . (1)··:-Pid decedent, within two years of death, make any transfer of any material part of his estate, without c :r;~.;e-iving a valuable and adequate consideration therefor? (Answer yes or no) _,.N'""o=---- (2) p.~d,decedent, within two years of death, transfer property from himself to himself and another or · . .,{ O't.hers ·(including a spouse) in joint ownership? (Answer yes or no) Yes (3) If the answer to (1). or (2) above is in the affirmative state: (a) Age ·of decedent at time of transfer 55 (b) State of decedent's health at time of making the transfer. (Note 1), (c) Cause of decedent's death. (Note 1), Cer~bral Thrombosis (4) Did dec,edent, 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) NQ (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) Nil\ · (b) What was the transferee's age at time of decedent's death? N/A (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) _ _.,N..._o.....__ __ _ (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) IXo (6) If the answer to (5) (b) abore is in the affirmative, state whether the right was reserved in decedent alone or others N A . (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) rJo (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) __ ~N~o~---- (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 th~ decedent alone or the decedent and others? (Answer yes or no) N/ A 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 DESCRIPTION Mellon National Bank Checking Account No. 6 49-445 i i/ n/ o John W. Lightholder or )VIrs. Jean Whiteman NOTE: This joint account was for the convenience of the decedent only and is carried in the inventory at face. Insert thi~ t:.ot:.a,1 oppo~He "Tr~m~f~n·~", Sch~d\.fle "O" in the "As Reporte~" column on the last p~ge of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. ·Only) 1,312.50 ~) 1,312.50 X RCC-38 !:CMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX· RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIOt\S: This schedule must disclose all property, real and personal, owned by the decedent jointly with 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 under 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 Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Descrip.tion of Property, Date of Acquisition, Name I Unit Address and Relationship of Co-Owners, and Place Value of Record of Instrument, where Real Estate. ! Percentage Estate Share Valuation "NONE" Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest ( h RCC-37 (12-63) C'OMMQN\\'E:ALTH OF PENNSYYLANIA TRAJ'":'SFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Dorothy L. Dagg 616 W. College St., Canonsburg, Jean L. Whiteman R. D. #2, Washington, Pennsylv Virginia L. Cowan 12Q Sharon Road Washin2'ton p Ronald DaQ'Q' 616 West ColleQ'e Street Canons Shirlev l Whiteman 4012 Iva Lane Fairfax Vir2'inic Karen Cowan Mull 40 South Wade Avenue, Washingt Elizabeth Ann McClellan Sheldon 1717 Whitefield Road Pasadena Ross Dommkee 203 State Street Rutland Verm Ronal rl nnmm kPP 203 State Street Rutland Verm .. SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Sister Yes 1/3 Residue Pennsylvania Sister Yes 1/3 Residue ~nia Sister Yes 1/3 ResirlnP IPnnsvlvania Nenhew Yes $500 00 lburQ'. Pennsvlvc nia _Niece VPS ~son on Niece Yes $500 00 on, Pennsylvania Cousin Yes $5_00 00 California Unknown Yes $!100 on mt TTnknnwn VPs !RSOO 00 mt Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Will Administration ~ No. Year ...... . DJ THE ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of. County of . . . . . . . . ........... Commonwealth of Pennsylvania l-REPORT AND APPRAISAL '( '• . , II II .,. II ( ,. II ( . (Executor-Administrator must complete "As Reported" column #1.) CJ ...., '"0 ::r;l "" "" (1) (1) 0 ~ ..... e. "' ::s "' "' "' 0 ...., (b' ::s '"0 .... e. "" ~ "' 0 X '0 ~ '"0 ('I) 0" ... ... ~ 0 ~ '0 tr:1 ('I) ... "' ..... ..... '< "' ..... ('I) ....... --w en C/) n n :c ?" ?" ?" n ~ ~ : : .................... .00.00-(fl-(;9-(,19-(,19 ~ t-, w :1-' i::...:l ~ :~ ~ l:n :w \J,j w ,....... 1-' b 't-V ~ • :· • 1-' :c.n en i:;l ;ow -(;9-(,19-(,0-(;9-(P--(;9 C/) c: ~ ~ > ::r;l 1-( > "' ::r:~_ .g ...... 0 .......... "" ...... (1) c... > :r. t:J (1),..._ (t tV .... _ 3 ::::: r. c... II \- II • • \ DEDUCTIONS ALLOWED IN ., ... OFFICE OF Tlil£ REGISTER OF WILLS STATEMENT OF DEBTS THE SUM OF ............ $ . i{!?t?' ' ' . AND DEDUCTIONS '1<AT APPROVED . . . . . . . . . ?(~i}.!..,C/' ~~t\ ~---eglsler f Wills, Agent oF Washington COUNTY AND AGENT OF THE COMMONWEALTH ESTATE OF John W. LjghtboJder LATE oF Washington, Pennsylvania DATE OF FILING APPRAISEMENT __ ..::J_::-,.,/1:......;;.;~,;~..Lj/(-'(,::;..,-"l ___ DAT&: OF DEATH August 7 1968 DATE NO. OF" NA.ME OF PAYEE REMARKS AMOUNT VOUCHroJt 8 68 Mary Ward Registrar's Certificates 6 00 8 68 Telephone Company Calls to California 77 53 8 68 Commonwealth of Pennsylvania Birth Certificate_a 6 loo 9 68 Nicholas C. Mellas Esquire Professional Services (Calif ) ?.04 !)g 10 68 Commonwealth of Pennsylvania Parents' Death Certificates f\ ioo 10 f\R R11 ssPll Marino "'Pr ohaie..__oi__W_ i 11 R., ~ {"'prt 'H'I inn 11 68 Robert E. WYlie Funeral Home Funeral Expenses 1 065 00 11 68 Commonwealth of Pennsylvania Death Certificates f\ oo· 1 69 F. J. Buckley Insurance Bond 35 00 2 69 Oak Spring Cemetery Lot -Opening & Closing 380 00 2 69 Grant E. Hess, M.D. Medical Svcs. 7 -2 5 to 8 / 7 I 6 8 145 00 2 69 Washin~Iton Hospital Stay from 7-25 to 8-7-68 1 ~go !f\!) 7 69 Vir~Iinia McClellan Calls from _C_a~iiornia ?.0 00 7 69 Washington Countv Reoorts Advertisin!I_ 14 00 7 69 Observer Publishing Co. Advertising 1 4 00 7 69 1 John H Davidson Esquire Serv_ice_a__r_endered nrior to I I death --?t;O ()() -~·-·-- 7 n9 .Tohn H. Davidson Esquire C ounsel.Ee.e. 1 ')t;() ()() Total 4 879 76 COMMONWEALTH OF PENNSYLVANIA }ss: COUNTY OF WashingtQn '· .Doro!hy L Dagg, Jean I. WhitPman & Virginia I. Co~an Adm. ~ T A ' ERESY CERTIFY. T A'r. Tb Tt{E BE8T OF ' ' .NY ICNOWI..Ei?GE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES 01" ·. ADMINI_!ITRA'ilO!ol SUBMITTED TO THE ESTATE OF John W I ,igbtbaJder: DECEASED. AS DEDUCTION!> FOR INHERITANCE. TAX PURPOSES. r.J~ ~;L~ Ld/AUif ,-rt:l. (L. S.) SWORN z iS:UBSCRIBED BEFORE ME THIS DAY OP D,prothy )Y,~ _;_ ~--~ _. Ill ~ (.,..1 ___ ~ . ..,. ~ ---"""" (.. l .. ~ ":Jo..LJ 7.. 3 L -~ . {Jtn L. w nne man 1 . Notary Public 0 · · . .,e ~ My Commission Expires:-zn.,~ ~ 11~:1-v~: Cowan - I I I I I I I I I I I I I I I I I I I ::;~ ... --ry 0') ,..rry::;r, (..0 (,/) Ci:.I'C::: :::0. --;::;r.;.,..,.,c.n """ '" . c::: r'lfY!.~ . ;;<! ....,., (/} ;.:-, / orr,·n"' , rr-. ~'-1 ;x:; ,,.., <.n I I 1 ,~~ r= ~q 0 G !1 J:"'.; ""0 "' ~·g_~ ::r ,.....,., 'f>r;nt;;J ..t::" - .. , R C C-6 I (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION . IN YOUR REPLY PLEA8E REFER TO NOTICE OF FILING OF APPRAISEMENT DOROTHY L. DAGG, JEANL. WHITEMAN & VIRGINIA L. COWAN ~ AdministratorlXXC.T.A. In Re : Estate of -----'J;_O.;;....;H=N----'W-'-.:........;;L=I=G;..;;;.H=T=H=O-=L=D_;;;:E=R'---- 37-167-9 ____ ---lWLUA~SotJH.,.,I,..N~.J..:GO!...T.~....:O!o'.JNOl.-___ County -File No. 6 3-6 8-15 61 You are hereby notified that the original appraisement in the estate of John W. Lightholder has been filed in the office of the Register of Wills qf Washington County on A:uguliit 22 , 19...6-9. Said appraisement reflects· the following valuations: Real Estate -------:=---=-_,.~____,-=--- Personal Property ____ ~2~2~·~0~6~2~·~6~5~--- Transfers _______ ___,~l~,~31~2~-~5~0~--- Total ____________ ~2~3~,~3u7~Su•~l~S~-- 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 (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ ~A~u~g~u~s~t~2~2~,-=1~9~6~9 __ DATE OF DEATH: August 7, 1968 Note: This is not a bill. RCC•39 (!1-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of LIGHTHOLDER JOHN W. (Last Name) (First Name) (Initial) SUMMARY DATE OF DEATH REPORT OF INHERITANCE TAX APPRAISER 08-07-68 FILE NO. 63-68-1561 I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each itein in the last column to the right in Schedules "A", "B", "C", and "E". Dated: OB-22-69 -----o~s~-o~?~-~M7-------- REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by de ent, ept as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule " ",which gr ater or lesser amount represents the sum allowed as a deduction. Dated: ---~O:,lo<8::::;-,..225o:-::.~6.L.;9f....-___ _ INVENTORY Real Property (Schedule A) Personal Property (Schedule 8) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuaiion of life estates or annuities ................... EST ATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax on$ Tax on$ Tax on$ Tax on $ Tax on$ 18.495 139 Exemptions Total Estate TOTAL TAX , Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ $ $ ___________ -+--- 8 $. $ 2% 6% 5% 10% <@) • $ $ $ 2 18,!'7.50 1 39 $ $ $ $ $ $ COMPUTATION OF TAX 2.771.. ~1 (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from --------to _______ _ AMOUNT OF ESTATE TAX ASSESSED $--------+-- Estate tax paid $ _____ --L-- BALANCE DUE $-----~-- Add interest at rate of 6% from -----~0--------$------~-- TOTAL TAX BALANCE $ ------+--- PAID $ --------L-- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ! No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF . JOHN W •.. LIGHTH.OLP.ER. Deceased Late of . .. .. WASHING'IDN ....... . County of WASHINGTON .. Commonwealth of Pennsylvania REPORT AND APPRAISAL .. • < L ----- Fonn RCC-2 -,!'-• COMMONWEALTH OF PENNSYLVANIA DATE .......... Augu.s .. t. ....... 2.Z .. , ...... J.~.§ .. ~ ..... .......... . -'DEPART-MENT OF REVENUE RESIDENT INHERITANCE TAX ....................... W..~.~--~-~-~-~-~-~-~ .................... BUREAU OF COUNTY COLLECTIONS COUNTY . . APPRAISEMENT fiLE NO. . ....................... § .. 3. .. ::.§.?..:.!.:?..§.! ....................... HARRISBURG, PENNA. 1712 7 ri > Whereas, ................................. J.~.bn .... W. ........ Li.ghtho.ld.e.r .................................... late of ...................... Wa.s..h.i.n.g:t.o.n ............................................. in the County of ................................... Wa.shingt .. on ........................................................... Commonwealth of Pennsylvania, having died on the ..................................... 7 ...... t.h .......................................... day of ......... .AM.g~-~ .. t. ............................................ 19§.~ ..... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................... w ..... R ........ Chaney ............................................................... , 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: I In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after ' 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 Appraisement Description of Asset Values Made for Inheritance Tax Purpoae& $ I PERSONALTY: See Schedule '!B~ attached to a appraisement filed 22 Ofi2 fi.l1 TRANSFERS: Mellon National Bank Checking Accoun in the n!l Pm<:1 nf' .Tnhn V1 T.i~ht:holder or Mrs Jean Whiteman 1 .R12 50 l ' I I I I Total 23.375 15 ' ' ' fonn~~·:fhb~~ ::~i~w<>r!l ~~.,.:;~· ~:; 0~~;~~P.r':is;;i~~?: ' ' ~ Appraiser ""'"""""""":2"""'"'" ................................................................................. ~and Street) ~<=~. .......... ·f;~ .. 0m:~i .......................................... , Penna. I i " ............................. :WASHINGT.ON ....................... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ......... JOHN. ... W .•... LIGHT.HOLDER ...................... . Deceased. Late of WASlU:NQT.QN ................................... . Date of Death, ......... l.\.t.Jg,.~.~.t. .... .'!., .... ~ .... l.968 Appraisemel!t Docket Vol., .............. 3.7 ......... , ... : .................. . Page, ... 1.6.7~.9 ...................... No .... .6.3.~.68.~15 .. 61. Filed in Register's Office,A.u.gu..s..t ..... Z..Z. .. ,19 .. 6.9 .. Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE -. Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal fPom Appraisement, Entered and charged, .. ~ ... Form No. RCC-62 (7-69) THIS FORK REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, EFFECTIVE:JtfUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) ~ t; ..... - AFTER DISCOVERED ASSET OFFICE OF THE REGISTER OF WILLS County of .. WASBJNGTQN ..... -... . . . .JQ~~.?:· .. QAYIR~Q~ ..... J:~.· .................. of .~~.1. W.8:E!:Q.:ilJ-gtPA .l'rll.Eit Bl<;lg,.,. :W.a.sb.ingt.on,. Pa. (Name) (AddreSB) being duly __ .;>_W_Qrn._ _________________________ .according to law, deposes and says that he is the _________ c_o_u.ns.el __________________________________ _ (Exec., Adm., Legatee, Etc.) of the estate of ... J.ohn . .W~ .. Lightholder _______________ whose last residence was _____ H2l!9.<?-.Y.J~.~. .. W! ___ Q_h~.§_tgg_:L~:- <No.l (St~et) ___ W_~~.b.:i.ngtQJ1... __ _p_g,_, _______________ .deceased, and that the whole of the estate of said decedent, who died ____ 8L7L6.8 _____________ _ (City, Borough or Township) (Date) consisted of: REAL PROPERTY I I ' I -) l 1 REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT'iDEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONS~IP OF OTHER OWNERS. ' r E~timated Real Estate Value '• Personal Property First Fe<ieral Saving-s &. loan Assoc Acct No 22897 367_ 03 ''All othRr a!=l.!=l.P.±!=l. of t.hi1=:. F~c::tatR WRrP rRnort.Rd nrRvion.c::lv .C::PP . . .., Pennsylvania Inheritance and Estate Tax File No. 63-68-1561. 11 NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in which the account is registered. Jointly Held Property ~~timated ·Val'm! '.< " • . - < ' - ' . -.. -- - Transfet·s within TWO YEARS Prior to Death 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 BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS an interest, vested, contingent or otherwise, in es.tate.) "' are involved, set AT DEATH OF t--,_{ \. . ....,. • ' forth this fact.) ~ :OR NO DECEDENT' --.. .. -. -::. - RELATIONSHIP OF JOINT HOLDERS TO DECEDENT INTEREST OF BENEFICIARY IN ESTATE -- ~ RESJ.DrnT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME Funeral expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees • Fiduciary commission • OTHER DEBTS AND CLAIMS (*) See Note below ·. . ' .. ·• .. .. Total AMOUNT THIS COLUMN f1tEGISTER ONLY $ $ I I ' I ' .. 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 Su:::::h::dt~:,::',::,::m~::,:laom•d and allu~•d . . . . . ·~· ...... . . . . . . . -.~~~1:1 ........ ···._day of · · · · .J:ql)_~ · · · · · · · · · · · ·• 19 ·7Q :72 , 31 Wa.sbington Tru"'t Bldg ... ·-r ~ ~I · h . ~ ~.. .. .. .. (stre~tt·iu::b~r J ........... .. ~:¥.-:Y.?.{/~~~.J.~ M C ,~-·· ~ E · M 28 972 W.<.l.l:ll:l~ngtql)., .. P.~Al)..~yL~~ni~ .. l.5~0l ..... y orr:mlSS~On Xplres: ay , 1 (City or Town and State) In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the deced 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 lawful collateral rate 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 f ! (~ .< Form No. RCC-62 (7-69) Will Administration \No. · · ........ Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of .......................... : .... . County of ............................. . Commonwealth of Pennsylvania REPORT AND APPRAISAL 0 /l£j) }/ l \q 1 ,_~, (i\ 1· /'(u~v .oo _j ~· ,\\\.> () ·,,_ ., . , . ..:... ' • f\' \ .. . .. ...... -_:.:::.. . )· ·, ' - -' i~ : • ....,:) c-'\ ...... ~ ~ rr ~: r. · -.=.., C. : -~ .. , .. ~ "::. /~~. --'\~.. . . ·~ .......; 2 7-r 'l'llr , \.>'·; ,....._ ,' ·~,--£" .. '!· l '. ~:\. ~~ ...... c .. ~ ' .,-, \!.;>-,, .. ,.// 11 ~. ~'\'' ;~,,,, 'tfPilt1' ) '• ., RCC·BI (2·64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEASE REFER TO 37-167-9 NOTICE OF FILING OF APPRAISEMENT DOROTHY 1. DAGG,JEAN 1. 'VHITEMAN & VIRGINIA 1. COWAN · · (,mu~Administrator). JOHN W. 1IGHTHOLDER In Re: Estate of _____ _,;.. ___________ _ WASHINGTON -----------------County -File No. You are hereby notified that the Supplemental appraisement in the estate of JOHN W. LIGHTHOT.DER 63068-1561 has been filed in the office of the Register of Wil,ls qf l'l:I\.SHINGTON County on .Tune 25, , 19-4-C). Said appraisement reflects the following valuations: Real Estate ----------~==-~=-- Personal Property _________ ~3~6~7~·~0~3- Transfers ________ _,..;.. __ ~--- Total------------~------~3~6~7~.0~3- 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 (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. June 25, 1970 Date _____________ _ Date of death: Aug. 7, 1968 Note: This is not a bill. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT • SUMMARY Estate of LIGHTHOLDER JOHN W. DATE OF DEATH_S_-_7-_6_8 __ FILE NO. 63-68-1561 (Last Name) (First Name) (Initial) SUPPLEMENTAL APPRAISEMENT REPORT OF INHERITANCE TAX APPRAISER WASHINGTON I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _____________ _ 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: 06-25-70 -------------- REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for 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 VALUE AS REPORTED VALUE AS APPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or $ 367 o-3 ~k7 n~ annuities................... $--------4-- ESTATE TAX ASSESSMENTS $ ------"--- $----~--~~- FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ 2% $ Tax on$ 6% $ Tax on$ 5% $ Tax on$ 10% $ Tax on$ 367 03 15% $ 5.5 U5 VALUE AS REAPPRAISED $ _______ ~ __ Exemptions Total Estate TOTAL TAX * $-------L---- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=======4== BALANCE, $-----+--- Less 5% of tax if paid within 3 months after death $=====~=== Add interest at rate of 6% from -----to ----- AMOUNT OF ESTATE TAX ASSESSED $-----+--- Estate tax paid $ _____ ____. __ BALANCE DUE $-----~-- Add interest at rate.vof 6% from -----~10-----$------4-- TOTAL TAX BALANCE $ ------+--- ~---PAID $---------~--- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. · . / ... -.~ ~ Will Administration ~ No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of. County of Commonwealth of Pennsylvania REPORT AND APPRAISAL ' ! i• Fonn RCC-2 ~EPARTMENT OF REVENUE ~BUREAU OF COUNTY COLliEC'riON"S HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE June 25 1970 ................. ················· ···········'······································ couNTy. •. \vASHING.T .. ON ................... . FILE NO ......... ?.~.:.§ .. §..:J.?.§J .......... . Whereas, ....................... ~.9.Ji!.i .... \i.~---···~-~g~-~-Ji9.~P.~~·-············································ late of ............................. Y~§HING.19..N ............... . in the County of .............. ~~.~.~.~~-?..!..?.~ ........................................................................... Commonwealth of Pennsylvania, having died on the .. ..... .. .............................. ?..~?. ................................ day of .......................... ~:U.:€.;1!.~.~························· 19 ... §~ seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; · Therefore, I, ....................................... W.~ ...... R.~ ...... G.HA.N¥X ....................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of Asset SUPPLEMENTAL APPRAISEMENT Unit Values $ Appraisement Made for Inheritance Tax Purposes PERS.: l----~========~------------------------------------------~~----~-------4---- FIRST FEDERAL SAVINGS & LOAN ASSOC., WASHINGTON, PA. SAV. ACCT. #22897 367 03 l----------------------------------------------------------~~----~-------1---- I I I ~-----------------------------------------------------------------------;-------;~--------~----, 1--------------------------------t----tt------t--! 1-------------------------------------------------------------------------1-------1~--------~---- Having been duly swo.rn accor~ law, I do hereby certify~ the above appraisement is made in con- formity with law on th~ ........ aa£...... ...... day of ~~ ~ :,p~.1:;;~ ......... ................... . ... ~·-. r~··""' ·"'···· .... . ..... , Penna. ------------------- \vASHINGTON . . . . . . . . . . . . ' County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ....... .J.OHN ... W •.... LIGHT.HOLP..E.R .................... . Deceased. Late of lvASHINGTON ············ ············ Date of Death, August 7, 1968 Appraisemel!t Docket Vol., ........... 3 .. 7 .................................. . 167-9 63-68-1561 Page, ................................................ No. Filed in Register's Office June 25 70 ' . . ........ 19 Amount of tax due, $ .................................................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f,.om Appraisement, Entered and charged, ( I t ;,