The URL can be used to link to this page

Home My WebLink AboutOC1968-1564 - ESTATE OF WILSON.• ' . ,. l, \, t ~ 1 ~ PETITION SUR AUDIT Testate Form / IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of ........ g.9.r.QQD ... A! ... YJ.t~-~9XL ............................ . No ........ §.3:::§.?.::J.5.§.~------------------------------------ Fiduciary ....... .Do.r.o.t.hY ... O .•.. J:l.il.s.on .. and ...... . . ....... ..... .... .. .. .. .. .. ----...... --..... ----.... :.. ........ ----.. -.... --.. -.. -.... :-............. -~-.... --.... : ...... --.......... -.... : .. -.... ·. Deceased Gordon A •. Wilson Jr. ·------------------------------------------------------------.1 ................. . Date of _ , . . , . • Date of · . . 6 Decedent's .death ....... 9.~-~-C?.~~~---~Q-~--:.~-~§.?. __ , _____ .: ... ___ ... Grant of Letters ..... ~-~ ~-~~:t?-~ ~---~-~'-... ~2---~----_____ .......... . If there have been former qccounts filed in this estate, list file number or number and term .... --------------------------------. ' . -. . . . . . Election to take Date Election Place of; Filed ... Q.~_t! .... ?.9._,J9..9.9... Record ... 9.3::-.§J?.:::l5§.~----Under~fCf.:g~JQM will. (cross out one) Name of surviving spouse ...... .J?.Q~9.~_l}~ __ _Q_! __ J~J~.f?.9.!.l ............................. : ......... ;. ______________________________________________________ _ List issue, where material: Did decedent marry after execution of will? (indicate) XX~ No. Any children born after execution of will? (indicate) 'KasXNo. If answer yes, name them ............ ~---------------------------·-----------------------------------------------------------------------·---------------· Legatees Relationship Interest Fiduciary, if deceased or not sui juris Dorothy o. Wilson widow Equitable life estate Gordon A. Wilson, Jr. son 1/6 remainder Alfred Glenn Wilson· son 1/6 remainder Robert· P. Wilson .s_,(?n 1/6 remainder ~-L Charles . . ' remainde'r '-.. L. Wilson son 1/6 .; John E. Wilson son 1/6 remainder Mary E. Wilson daughter 1/6 remainder Note: Entire estate is devised and bequeathed in trust to Gordon A. Wilson,Jr. as trustee for life of Dorothy 0. Wilson, subject to the conditions and with the powers stated in the Will. List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: No exceptions If partial intestacy, give facts: None 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: · ~XX · If any exception give cause: ............................................ .. . . . File copy of Notice and date of ma iIi ng ........ J'5.~Y--.8., __ .1.9.1.0; .......... -----------............................................ ______ .......................... __ ..... ___ .. _ ..... _. i 1 .. \ ·' ~ j Is estate subject to the filing of a ~ederal Estate Tax Return? ........ .X~.?. .... :.~---~~---························································ Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ... 1.,.Q_Q_Q_._QQ .................................... .. If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant.. ................... . Equitable life estate to Dorothy 0. Wilson, born March 1, 1904. Give Names and addresses of all unpaid creditors who are legally entitled to notice, tog-ether with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. None . ' . j ...... '• •k • ' 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: 'I> Dorothy. 0. Wilson,_ ~eced_ent 's w~_~e., is li vit'_!g and_yem~J,_ns .lln!!la_r~i_ed and Schedule of Additional Debits and Credits INCOME REALTY, Debits (supplementing Schedule C of Account): Rents for April -August, 1970 $895.00 INCOME PERSONALTY, Debits (supplementing Schedule E of Account): Mortgage interest for'March-July, 1970 462.50 TOTAL ADDITIONAL DEBITS •....•.•.....•.•.•..........•..•........ $1357.50 INCOME REALTY, Credits (supplementing ScheduleD of Account): 1970 May 1 Henry R. Cook, City Treasurer -1970 City Taxes (Real June 30 July 28 Estate) Judson Wiley & Sons -repairs to steps -295 Wilson Ave. McVehil Plumbing -Laurel Avenue sewer 388.81 90.00 62.59 140.91 48.82 532-.,79 $1,2b3.92 July 28 Aug. 21 Aug. 31 Malcolm L. Morgan, Co. Treas. -1970 County Taxes Malcolm L. Morgan, Co. Treas. -1970 County Taxes Harry R. Cook, City Treas. -1970 School Taxes INCOME PERSONALTY, Credits (sipplementing Schedule F of Account): 1970 June 30 Malcolm L. Morgan, Co. Treas. -personal property tax $ 72.58 EXPENSES OF ADMINISTRATION (supplementing Schedule G of Account): Notary fee DISTRIBUTIONS (supplementing Schedule K of Account): 1970 l.OU June 17 Dorothy 0. Wilson -income per Will 300.00 Apr. Mary E. Wilson -emergency educational expenses principal 53~.50 TOTAL ADDITIONAL CREDITS ........................................ $2,170.00 ~ If Family Exemption claimed by Petition, give place of Record: .......... NQn~---····························································· If F "I E f . I . d d" . I · h" d b · f Cl · N am1 y xemp 1on 1s c a1me at au 1t, g1ve name, re at1ons 1p an as1s or a1m:........ one ............................. . List any advancement or distribution on account that has been made, and nature and amount of same: Dorothy 0. Wilson ~ income distributions (see Schedule K of Account as supplemented in Audit Petition) $1,300.00 Mary E. Wilson ~ principal distribution (see Schedule K as supplemented in Audit Petition) 532.50 Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: It is respectfully suggested that the balance for distribution be awarded to Gordon A. Wilson, Jr., testamentary trustee tn:trust for Dorothy 0. Wilson under the provisions of the Last Will and Testamen~~ subject, however to the payment of any estate taxes or additional inheritance taxes as may be determined to be due. "' _., -J : ; -~ .... ::::0 <:::l > rr'l ::::0 en 0 c ~-r-· I -(f") = [ -en {f; =: z ~ ,~-r:''l • ! ~ C) jTj -r-·-· :;;:,::;, --1 :-D f-M·-~=-~ ·::::> (~ :z ~ .. -·r; ...... :::=:r 0 < ~;!:,. 0 ...,.~ ----r 2: c;:::) u r 0 p. {.() t'...!. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly .............. .1?.W9J~D. ........... doth depose and say that the facts set forth in the foregoing petition are' true And your petitioner will ever pray, etc. to the best oL ..... their. ............. knowledge and belief. ·········-~-~~-~!!-........................... to and subscribed before me th;,jj/":day a. . ............. ~.Q . ~fiiPo·:·~~······· .... . ~-:n1 atufre 0 :ff Off'c)2~ ~·A ... :··· . · .... . .. · .. A ... t .. U. .. 3f~~-.. .... . I eo lcer .................... 7~---··········· T~rdon A. Wils~g;. Oll;ce exp;res .. ~~~fr';~if;[2"............. . ....................................................................................... . MY COMMISSION EXPIRES ;uNE 25. 1974 Member, Pennsylvania Association of Notaries ~ ,; No. --------~1::-:~-~-::-~_?.§.~--------------------------- Estate of _______ gQBR.QN ... A.! .. J.YJJ:t.$..QJ:L ........ . Deceased Fiduciary ... Dor..oth~---O .•... W.i.ls.on.-----····---- Gordon A. Wilson, Jr. 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 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 distribytion 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 . . r:!~.9-~~-?:g_~~-~---~~r.-~~~~£ ... ~ ... !'1.~_Q£.~~gh.t Attorney ~2 ':;. r"'t :. ""· ~ ~ . ~ /0 ' ~ ~ ~ .. ,,,#<,,.~til,.,,~' ~ I/ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF GORDON A. ) ) NO. 63-68-156~ WILSON, deceased. ) NOTICE PLEASE TAKE NOTICE that Dorothy 0. Wilson and Gordon A. Wilson, Jr., Executors of the Estate of Gordon A. Wilson, deceased, have today filed their First and Final Account in the Office of the Register of Wills of Washington County, Pennsylvani~, to No. 63-68-156~, Administration Accounts, and that the same will be presented to the Orphans' Court of Washington County, ' . ' Pennsylvania, for confirmati6n,on August 31, 1970, and be· called for Audit by the Court at a time to be fixed by the Court during the week of September 1~, 1970, wh~n and where you may appear, in person or by counsel, and be heard, if you so desire. Washington, Pa. McCreight, Marriner & McCreight May 8, 1970 Attorneys for Executors I ( t +I I ~~ .. • 1 ' '" '"\ -....... (! .__, •• , t "."t'\ C) .~'· = ....,_ r .. : ~· .... ''• I '' ;_) -t.J" 'F ') f./) G/) ~ (.J; t;:: 'LH ~ '"' J I ~! ,. ., '.t \ f .. (.:;, :;?.::' .f./) ... "<t 3i: '' '. '· .. , J . : t ·: . , . t; .. J • ' . \' 1' .• r .. -""'I ' -~ ..,.,, •,, .... q ;. ('• ....... ~. r , t 1•(. . -. ~ _i-t n "· . ' , . '· . ' ~ r , i '"' ',• In t4r <!!nurt nf <!!nmmnu Jlrns nf llns4iugtnu <!!nuuty, Jruusylunuin, ®rp4nns' <!!nurt 13inisinu ESTATE OF No._-----:.6.:......3~-~68~--=1-'-56=4=-------- ~ordon A. Wilson First and Final In the matter of the'---------- deceased, Account of Dorothy 0. v.Jils on & Gordon A. Hilson, Jr.,.'Executors ADJUDICATION AND DECREE And now 19_]Q_, this matter come on for hearing, audit and distribution at this session and testimon token;' and thereupon, upon due consideration thereof 5he b81al1f4 for distribution in 'the hands of the Ac.countant. is deter"'!it;ed to be $ , 9 O.u and the account is occordmgly conf1rmed; and 1t 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 mode a port hereof, unless exceptions hereto be flied sec. reg. or an appeal be token herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account Additional debit asked at audit Additional credit asked at audit Balanc~" Deduct Clerk's Costs & Receiptc Attorney McCreight Marriner & McCreight Russell Marino, Clerk o.c., costs in certifying reel estate to Recorder, . OS ts Recorder of Deeds of Washlngton County, c recording certification of real estate and cost registering same, I Russell MRrino, Agent, transfer inheritance tax, including tax due on life estate and tax due on $532,50 principal as invaded; Commonwealth re-1 serves the right to asses and collect tax that may become due on further invasion of principal as permitted in the will and further reserves the right to reappraise the estate and assessthe tax as will become due at the termination of the life estate, $106.70 Interest from 1-30-70 to 11-27-70 5.84 Gordon ~. Wilson, Jr., Testamentary Trustee under the terms of the will, inclurling cash, real estate valued at $33,700,00 as described herein- below; mortgage bond of John E. Wilson, et ux., et al. balance of principal as of August 31, 1970, $1R,200.00; household goods and furnish- ings at the appraised value of ~1542.00; held in klnd and distributed as such at the appraised V8lue (vAlue 13S shown); subject however to re- turning to the Register of Wills as Agent for the Commonwealth for assessment and appr8isal of tr~nsfer inheritance tRx any invasion of corpus as permitted by the terms of the will, and the reapurgisement for trAnsfer inheritance t8xes of the life estates; further subject to addi-ti~~•l Fe~r~~~Estete tax if any shoull be deter~ l 1357.50 2170.00 56.50 U.5o ~ I 112.54 $55,712. 54 $57,070. $54,900. o-:9..-P-<.J ~·~ ( ~· ~.~~ "??J..-c.4 ~ $54,839. ; $54,718.05 j ~ 7 t)CJ, I~ .zo~ .. I b"~:l, ,. ..... '· 0 >· > .... i n :J z ty n .... p 0 :r ....,.... c: (I) ~ tb :J 3 0 .... .... 0 ~ ..... .... (I) "' ~ .:.. a t \"' .. ( a a· .... .. . '"--~:.._ = :r .. ',\\ (I) ~ a, ~ ~ ~ ~ r .J r -r mined to be duA, income and corpuR, 54718.0 No balance REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF 'VASHINGTO COUNTY BY THE CLERK OF THE ORPHANS' COURT D VISION Gordon A. 'Wilson, devisor, to Gordon A. irJi son, Jr., Testamentary Trustee, devisee, in trust under the terms of t epresenting all the right, title and interest 6f the deviso in and o parcels of real esta~e described as, VIZ: ALL that certain lot of, ground situate in ~'lard in the City of Washington, Washington County, Pennsylv is ting of the easterly ten feet of Lot No. 8 and-the westerly 30 feet 7 in Wilson Development Company Pl~m~ fronting 40 feet on he northerly side of Wilson Avenue and extending back theref m in a ortherly direction of uniform width a distance of ved with a two-story frame dwelling house known as 295 Wils n , detached garage and frame shop building. 'Source of title: Deed ook 527, page 513. Lot of ground situate in the Sixth Ward of the City of Washington, Washington County, Pa., being part of Lot No. 1 ·n the A derson Plan of lots fronting a distance of 35 feet on the we terly s de of Burton Avenue and extending back therefrom, along of uniform width in a westerly direction a Improved with a five room frame bungalow Source of title: Deed Book 873 page 626. of C remont Avenue ton Avenue. Lot of ground si t~ate in the Sixth Ward of he City of lvashing- ton, Washington County, Pal, being the easterly 4 feet 56 and extends back therefrom of uniform width in a y direction a distance of 74.00 feet to line of land of Donald E. Dods et ux. Source of title: Deed Book 903, page 351. CERTIFIED TO RECORDER: DEC Jf 0 ?0? ~ ..... ~ z ~ :J n ""'" !=> 0 ::J"" Y"+• i c CD §; :J 3 -+ 0 0 0 ..... ..... :+ CD ..... .., ~ 0 ~ t g. ..... ""'" ::J"" = CD N ~ = Cf ~ a f'l) f'l) ·' I C">.J ' . 0 >.;} < -' CL c:.. :'1: -' ·--r' ,:; 0 ..,.... -~: <...."> .. oe;x: . 1.1.. ~··-..,.,... 0 0 --c C~· .• J I~ 1-- ~ ~·-~ w C.." u.J !-:z . =="" v? V? -. ........... ~ ~ c:::J t.!) ... ..... ::!: :.:!: :::::> 0 Cf) 0::: l.I.J <: c::::l c.:: ........ ='- : .l.-r-.. 0 Qinumtntmtraltlr nf tlrtmsylmmta. ~ !lS: illasl1ingtnn <ll.omtiy. \ KNO\:V ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 11th. day of December A. D. 1968 , before me, Russell N~rino. , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Common wealth of Pennsylvania) the last vVill and Testament of Gordon Ao Wilson late of City of washington in the County aforesaid, deceased, (a true copy whereof is to these presents an?exed), was duly admitted to probate; and Dorothy Oo Wilson an~ Gordon A. Wilson, Jr. the Executors in said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, TJ-l:::EREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Dorothy 0. Wilson apd Gordon Ao Wilson, Jr. committing unto Them the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring Them to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety days from the date hereof, and to render a just and true account of said administration at the expiration of six months from the date hereof, and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMO:NY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this 11th. day of December in the year of our Lord one thousand nine hundred and Sixty Eight ·112 .? .CJ ' ........................ !1.. ...... :.~~:·::~.~= ... :~~<.-=::: .. a!:c.?.~ .. ~ ... ~!...f..c.. ... Register ·:......· I I. WILL OF GORDON A. WILSON I,· Gordon A. Wilson, of the City of Washington, Washington County, Pennsylvania, do hereby make, publish and declare this my Last Will and Testament, revoking all wills by me at any time heretofore made: ... 1. I direct my Executors hereinafter named, to pay all my just debts and funeral expenses as soon as convenient after my decease and, in their discretion, to pay all tr~nsfer inheritance taxes and estate taxes as soon as the same may be det~rmined after my death or to postpone the payment of such taxes on remainder~interests until remainders come into possession . . 2. If my wife, Dorothy 0. Wilson, shall survive me, I give, devise and bequeath all the re~t, residue and remainder of my estate to my trustee hereinafter named, IN TRUST, for the following uses and purposes: (a) So long as my said wife remains my widow and provides for the support and maintenance of and makes a home for my ·daughter, Mary Wilson, my ·,trustee shall permit my said wife to reside in my home at 295 Wilson Avenue, Washingt"on, Pennsylvania, and shall pay to my said wife the net income from my estate at quarter- annual intervals or such other intervals that may be convenient for my trustee and my said wife. (b) Upon the death of my said wife, or upon her ceasing to be my widow, or ceasing to provide support,· main- tenance and a home for my daughter, Mary Wilson, ·r direct my trustee to ~dd the then unpaid income to principal and distribute the sa~c, share and share alike, to my six children, Gordon A. Wilson, Jr., Alfred Glenn Wilson, Robert P. Wilson, Charles L. Wilson, John E. Wilson, and Mary E. Wilson. 3. If my said wife shall have predeceased me, theri and in such case I give, devise and bequeath all the resti residue and remainder of my estate, share and share alike, unto my six children / above named. ,._..,. •-~--•. • ,;r, • •-t· , . .,..,' , .. ,_.....,.,._.' ...... ,,.,.,.,...,,_"''''~•,• ................ .., •. • , ... ~ ........ , ..• , .. .,..-t-.~..,..,_.._.., ... "10 ~ ••• .., ....... • ,.,. •' • -· ' ,,......\ ' . . ... , ... , ---.. -~. -· '"' '-~ .. ' '~ .. . .. ~ .... -.. ~ ... ~. -... ---\ J ', .. , . -.... ~ 4. I nominate, constitute anct appoint my wife, Dorothy 0. Wilson, and my son, Gordon A. Wilson, Jr., to be executors of this my Last Will and Testament, to serve without bond in any jurisdiction ·which they shall act and I nominate, constitute and ~ppoint tho said Gordon A. Wilson, Jr., to be· trustee of the trusts created by this ~Y Last Will, but if for any reason the said Gordon A. Wilson, Jr., l7J ;.;i1:J.ble or unwilling to act as such trustee, then I nominate, co,ns ·:; · ~ and appoint Pi ttsbt.irgh National Bank to be trustee of th1 .. ;; ts created by this my Last Will. -·. ·~!y personal represen ta ti ves and trustee shall have the following pt., ... ·crs in addition to those vested in them by law and by other provisions of my Will, applicable to all property, whather principal or income, exercisable without court approval, and effective until actual distribution of all property: (a) To retain any or all of the assets of my estate, real or personal, without regard to any principle of diversification, risk or productivity, and to invest in all forms of property, without r~striction ~o investments authorized for Pennsylvania fiduciaries, as they deem proper. (b) To sell at public or private sale, to exchange or lease, for any period of time, any real or personal property, and to give options for sale, exchanges or leases, for such prices and upon such terms or conditions as t~ey deem proper. (c) To borrow money from anY person or ins- titution and to mortgage or pledge any or all real or personal pro- perty as my Executors or trustee in their sole discretion shall choose. (d) To allocate receipts and expenses to principal or income or partly to each as my trustee from time to time thinks proper in its sole discretion. (e) To distribute to or for the benefit of my wife, Dorothy 0. Wilson, or daughter, Mary Wilson, or either of them, such amounts of principal as may, in the sole discretion of my ,trustee,,be necessary to meet emergencies affecting their welfare, without any duty to set off such distribution against subseq:·0nt dis- tribution to my wife or said daughter. I J I . ;~--"-". . ... ·-·--... .,_-... / _______ ··-· .. ·--' -···-·~·-·~·-· .. ···~· .. WITNESS my hf.tnd and seal to this my Last Will and ' 1962. (SEAL) / Signed, sealed, published and dec~ared by the ~bove named Gordon .A! Wilson as and for his last Will and Testament in the presence of us who have hereunto subscribed.our names at his request as witnesses thereto in the presence of the said Testator and of each other. I . I / ··;· .. r • - . ·-· -"?ft.i!t. L • CODTCIL TO ;nJ.L OF G00.DON /'-,. 'i'fiL8071f ~' GORDON A. WILSON of th~ City of Washington, Vlashington County, Pennsylvania, do hereby make, publish and declare this Codicil to my Last Will and Testament: L. If any property (other than tangible personal property) as to which I am entitled to appoint a guardian shall pass free of trust to a minor by reason of my death, I appoint GORDON A. WILSON, JR. guardian of the estate of said minor as .to such property, authorizing such guardian, in his sole discretion and without order of Court, to retain such property in kind or to ~ell the same, giving good title to any real estate, to invest and reinvest in stocks, bonds or other investments without being limited to investments which are legal for a minor's funds and to use both income and principal for the minor's welfare, comfort, recreation, support and complete education./ If fo1· any reason the·said Gordon A. Wilson, Jr. is unwilling or unable to aqt as such guardian, then I nominate, constitute and appoint / PITT3BURGH NATIONAL BANK to be guardian, with tha same powers hereinabove granted to the said Gordon A. Wilson, Jr. 2_. In all other respects I ra fify and confirm my Last Will and Testament. seal this IN WITNESS ~·rnEREOF, I have hereunto set my hand and .• "/ 1/ _._.,;. ... -/;-• day of February, 1964~ Signed, sealed, published and declared by the above ·named Gordon A. Wilson as and for his Codicil to his L;.lst Will and Testar.1ant in the presence of us who have heretmto subscrib::!d our nar.:es at his requ.:;st as witnc:;;ses thereto in the· presence of the said Tast~tor and of each other. /~ ... _/-.' ,.//fl///ld '7_,:1 I· . < .• , -. ;: /.·1 /( e" d t. · ./ / 1. 2. 3. 4. .. Affi~auit ®f fxrrutnr ®r A~miuistratnr ~tatt nf Jrnnayluttnitt C!rnunty nf lltta~ingtnn } JIJI: ~j-~t.,-/SbJf Personally before me, the undersigned authority, a _______ JJ,_Q_t._~:rY. .. .P.~RJJ.~--in and for said County and State, appeared ____ P..9.r..Q1;_h.Y. ... Q.! .... WJ.l_:;u.?.n ... a.n~1f.o.:r..d.o.nJ"A., ______ .. who, being duly sworn according to law, depose~and sayKthat they ~the exe~uq~JSo:ocidmilomooiatxof the es- tate of ___ Q_<;g~_g_<?.D: .. A.!_Ji;tJ_~_Q_J} ___________________ deceasecP,It~at the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .... G.or-d.on. .. .A .•... Wi.ls.o.n 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'svt~!~ based upon a just appraisement of each item made by the above na d Executor • XX tn'lStMt~ Swom oml •ubwribed bef,-e6 q tl,;, .. ..JtJ."'f<., ..... } . . . . . . . . . . . . . . . . .(::{... . ~-.. day oi · · · ·· · ·· ······· · (Z:;··~---~ E t A · ..... ·· :.\:;~~::~:::~~ ~~;;;~~~L INSTRUCTIONS xecu or- 1. MA_~~IfAA~~MM:LYSrii:l{IISt5.Q\11filed 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 Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 ~nurntnry tttW .Apprtti!itmtnt of the goods and chattels, rights and credits which were of ........ 9:P.r.4.PP. ... A~ .... W.~.:L;:?.P.P. ........................... late of .............. C.Jt.Y. ... 9.f.. ... Wa.~b..i.ng:\;_P.P. ............... . Washington County, Pa., taken anJ made in conformity with the abave affidavit. DOLLARS PERSONAL PROPERTY Household goods and furnishings per attached Exhibit"A'I'$ Bond of John E. Wilson and Loretta B. Wilson, his wife and George S. Hammers and Louise B. Hammers, his wife, secured by mortgage dated August 3, 1967, of record in the Recorder's Office of Washington County, Pa. in Mortgage Book 694 at page 349 covering Lot No. 38 in Allison & Company Addition in the Seventh Ward of the City of Washington, Washington County, Pa. and a portiGn 1542 00 CENTS ~ of Lot No. 55 in Locust Hill Addition in the Sixth War of the City of Washington, Washington County, Pa. - principal balance due 21,20( 00 10J 00 Accrued interest due on mortgage bond Savings Account No. 11673 in First Federal Savings and Loan Association of Washington 2,10J 6Q 5. Accrued interest on savings account to date of death 2~ 92 REAL ESTATE IN PENNSYLVANIA 1. ALL that certain lot of ground situate in the Sixth Ward in the City of Washington, Washington County, Pennsylvania, consisting of the easterly ten feet of Lot No. 8 and the westerly 30 feet of Lot No. 7 in Wilson Development Company Plan, fronting 40 feet on the northerly side of Wilson Avenue and extending back therefrom in a northerly direction of uniform width a distance of 140 feet. Improved with a two-story $24,98 56 frame dwelling house known as 295 Wilson Avenue, detac1~ed garage and frame shop building. Source of title: Deed Book 527 page 513. 11,800 00 J '" .. •. INVENTORY AND APPRAISEMENT RE: GORDON A. WILSON ESTATE REAL ESTATE IN PENNSYLVANIA, Continued Page 2 2. Lot of.ground situate in the Sixth Ward of the City of Washington, Washington County, Pa., being part of Lot No. 1 in the Anderson Plan of Lots fronting a distance of 35 feet on the westerly side of Burton Avenue and extending back therefrom, along the line of Coremont Avenue of uniform width in a westerly direction a distanc~ of 100 feet. Improved with a five room frame bungalow known as 369 Burton Avenue. Source of title: Deed Book 873 page 626. -~ $ 9,400.00 3. Lot of ground situate in the Sixth Ward of the City of Washington, Washington County, Pa., being the easterly 74 feet of Lot No. 56 in Locust Hill Addition Plan, which lot fronts a distance of 52.73 feet on the westerly side of Laurel Avenue, also known as Laurel Street, and extends back therefrom of uniform width in an easterly direction a distance of 74.00 feet to line of land of Donald E. Dodson, et ux. Improved with a four room frame bungalow known as 64 Laurel Avenue. Source of title: Deed Book 903, page 351. 12,500.00 REAL ESTATE OUTSIDE OF PENNSYLVANIA NONE SUMMARY Personal Property Real estate Total $24,984.56 33,700.00 $58,684.56 $33,700.00 • • r ) ,-") J .~:; .--- ~-'' . - , I I j ' I I , I I ' Jo6:oo 3o!.oo ·~oc ~~5~i'f.,O 61 II ' .o . i . i 'l .. -·-----=== ' I r I p ,, flf ,i \ (.'\} ~ jiL··' I '-j J' I I I I l ! I ,,.., ' ..... j1 I li I li ,, q il !i -! -... . --..1 I tf; 5:"'"1 ' ' ' !! il' II II I 1 \ 1 1 1 I ; ' I ' ' ' ·~ v. : ~ I 51r2, cJ() i ,, ; .] I ' I .I I I II II i I ~t----+---. ·----------·------·-~-------: -----~--· --~~L ___ -j- :i !! : '1 II I I --L--1------·-----·-----. I I I II lj . " I i II I ·I I· I I II :1 I !' [I II I ii_ ll 1! I' I' if l! I I I 1: ·_·j 'I I I I I I II ,, !~ :! -----------. ---__~~~~ r . -;. . -I' I J ,l,! I l . 1;:_: ____ _lj!L____)_ _ _j___ _ _jj _I I I t I •·' , .. fi.J~-H ...._. !21 a&:i,-~ <: ~ z:.-..ld; • ··:.-~ : t;.J t• tj UJ H ~-;1::'0 !21 ... a.. :;:.o ~ 8 ~ a -1:.. lL.· "" Q ~ (;:)' ~ J-3 i.t;;;j .;..J d I~ 0 w UJ ::;0 8 t"-1 c..Jo::-~ tj H 0 Ld LlJ Ci;D' 0 2l c.. f-:-' 0 1-xj ::;o --1 U) .::;:~;' 2l 1-< L..u -U) --- t.? IJ) ..... :c· 8 t" -:;:::) 0 (/j' '1:1 ·:t=-t;a R" # 0") a;:LU<(. > • 2l u..... U,:) ~ cr:: ~ Q i!d ~ 0 ... t;.J ~ z:: • -»~~ (A\ H 1-d ' (') t:-1 ::cl b ~ <:;""" ~ 0, ()j ~ Cl.l ~ f' -..) 0 ~~~~ U) 2: (/.l ~ ~ ~ .. l:tj I v\ .. ,. -- • ~ "" 2l 8 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF GORDON A. WILSON, deceased. ) ) ) NO. 63-68-1564 ELECTION TO TAKE UNDER WILL I, DOROTHY 0. WILSON, widow of the above decedent, who died a resident of the City of Washington, Washington County, Pennsylvania, on the 30th day of October, 1968, testate, and whose Last Will and Testament dated June 18, 1962, was duly probated in the Office of the Register of Wills of Washington County, Pennsylvania, on December 11, 1968, and is there recorded in Will Book I 07 page 1·1-, hereby elect to take under the terms of the said Will. IN WITNESS WHEREOF I have hereunto set my hand and seal this zr fh day of October, 1969. COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ~;..:_10_~-~+/ ~a~/-::-M-:::-:~::..:::-~v.-J~ __ < s j Dorothy 0. Wilson ) ) ss. ) On this, the ;<9---/lv day of October, 1969, before me, the subscriber, a notary public in and for the Commonwealth of Pennsylvania, personally appeared DOROTHY 0. WILSON and acknowle the foregoing Election to be her act and deed and desire that the same might be recorded as such. WITNESS my hand and notarial seal the above written. . .. ~ Washington, Washington Coun%y, Pa. .. ..... :. • . • . .• BARBARA CRAIG, NOTARY My CommlSS ion·. Explres ! WAS~ItlGTOH7' WASHINGiON • .. ~MY COMl~I~SlON EXPIRES JUtiE 25, ... ]·~ ; I ' ~ -.I ~ (•~'\·~ ) ~" ' "'•· -11' .~ ' :!:: I n : 0 j :E ~ I ~ Gl I X J: . :Ez~:i! >Gl-1,.. I m-10=-1 x o :o )> I z z z :u Gl -l IT1 :u <. -l :0 -< -oc 7"/Z z Ul :1> 1"1 . -i-l:U '"lllll\ > c ':1> R> . r= ,.=E :s: 2 n z 0 Gl ·:u 1"1 G) J: -i , ·~~ I '· IN THE COURT QF .. COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 63-68-156~ . IN RE: ESTATE OF GORDON A. WILSON, deceased. :4(·';:, . >m~ (/") ~") c: :t"·--(.1? .-.·""~ ~~,.., 0 rn ~·~ ......... ;- """f ....... ··t-· 0 ' ~e& "'lj ' ~~-> e-.~ . ,;;;;; """' ~ /='· '~ <f!!ll"'":'(l) c '"·"""'· en c..o t::::) c-,, --'"" ·'-C) -o .::r ·c...., ·-, --r-m 0 "" ELECTION TO TAKE W~R WILL ~ n· ;r ~j ~~& ' ~9~ ·. }.lt\J.~ ·-~~. ·.r· ·. CRE. IGHT •• fv1.AR·R .. INER ,& Mc<:REIG·H~ ' ~ ·. . . . ATJ"PRNEYS AT "'AW . , ~' .. , .WASHfNGTON TRUST BU.II;.DJNG ~ 0 WASi=IINGTON. PA .. I -).· (),-5J/-'f' ·,:i::~/i'~J~~:4i.~f·~~-~~,.t·-.-k~.w--~ -~~~~.: .... ,0.. <.: .. ·,.Y··D ·:.wt~MM~~~ ·J.si.··~t;.:.~it:~P.:~r~ .,, .t ' ~~ ' .. ~. -~ . NO. 63-68-1564 ADMINISTRATION ACCOUNTS The First and Final Account of DOROTHY 0. WILSON and GORDON A. WILSON, JR., Executors of the Estate of GORDON A. WILSON, deceased, late of the City of Washington, Washington County, Pennsylvania. SUMMARY Debits Credits PRINCIPAL REALTY, Schedule A $33,700.00 PRINCIPAL PERSONALTY, Schedule B 26,184.56 INCOME REALTY, Schedule C and D 3,043.00 1,698.61 INCOME PERSON~LTY, Schedule E and F 1,733.80 79.04 EXPENSES OF ADMINISTRATION, SCHEDULE G 3,oo6.oo" FUNERAL AND BURIAL, Schedule H 1,605.00 DEBTS OF DECEDENT, Schedule. I 560.17 INHERITANCE TAXES, Schedule J 1,000.00 DISTRIBUTIONS, Schedule K 1,000.00 $64 '661. 36 $ 8,948.82 The above balance is in the following form: Real estate in kind at Inventory value Mortgage bond of John E. Wilson, et ux.,·et al., balance of principal as of April 3, 1970 Household goods and furnishings Cash Balance $33,700.00 26,184.56 1,344.39 1,654.76 -3,006.00 J -1,605.00 560.17 1,000.00 1,000.00 $55, 712.54 $33,700.00 18,700.00 1,542.00 1,770.5L~ SCHEDULE A PRINCIPAL REALTY, Debits: 1968 Oct. 30 Principal realty per Inventory and Appraisement $33,700.00 SCHEDULE B PRINCIPAL PERSONALTY, Debits: 1968 Oct.30 Principal personalty per Inventory and Appraisement $24,984.56 Lodge Benefit Fund, New Castle, Pa. SCHEDULE C INCOME REALTY, Debits: 1968 Dec.lO Rents for November and December, 1968 1969 Jan.l5 Rents for January, 1969 Feb.l7 Rents for February, 1969 Mar.24 Rents for March,l969 Apr.24 Rents for April,l969 May 28 Rents for May, 1969 June27 Rents for June,l969 Julyl5 Rents for July,l969 Aug.l4 Rents for August,l969 Sept.l9 Rents for September, 1969 Oct.20 Rents for October,l969 Dec. 9 Rents for November, 1969 Dec. 9-23 Rents for Dedember, 1969 1970 Jan. 22 Rents for January, 1970 Feb. 23 Rents for February, 1970 Mar. 16 Rents for March, 1970 INCOME REALTY, Credits: 1969 SCHEDULE D April 24 Harry R. Cook, City Treasurer-1969 City Taxes May 5 Rice Electric Co. -furnace motor repair ' May 28 Charles L. Wilson -water heater repair June 25 Mrs. P. v. Spur-repairs-Laurel Avenue J11ne 27 Screen repairs -Burton Avenue July 18 Malcolm L. Morgan, Co. Treas.-1969 County Taxes Aug. 27 Sears, Roebuck & Co. -paint -Burton Avenue 1,200.00 $26 '184. 56 < $ 358.00 179.00 179.00 179.00 179.00 179.00 179.00 179.00 179.00 179.00 179.00 179.00 179.00 179.00 179.00 179.00 $3,043.00 388.81 11.76 5.00 13.50 7.65 189.73 30.00 SCHEDULE D, Continued Aug. 27 Harry R. Cook, City Treasurer -1969 School Taxes Sept. 8 Chambers Ins. Agency -fire insurance Sept. 8 Peter J. Schnal~-paint and paining-Burton Ave. Oct. 3 Smith's -oven unit repair -295 Wilson Ave. Oct. 20 Sears, Roebuck & Co. -paint -Burton Avenue Dec. 5 Donald Kinnan -painting -Laurel Ave. 1970 Mar. 17 Ward Electric -repairs -295 Wilson Avenue Mar. 17 Acme Paint -paint for 295 Wilson Avenue Mar. 30 Peter Schmaltz -door lock -Burton Ave. SCHEDULE E INCOME PERSONAL~~, Debits: 1969 Jan. 8 Wilson -Hammers mortgage interest for Nov. and Feb. 17 lrJilson -Hammers mortgage interest for January Mar. 24 Wilson -Hammers mortgage interest for February Apr. 24 Wilson -Hammers mortgage interest for March May 28 Wilson -Hammers mortgage interest Cor April July 8 Wilson -Hammers mortgage interest for May July 15 Wilson -Hammers mortgage interest for June Aug. 11 Wilson -Hammers mortgage interest for Ju,ly Sept. 8 Wilson -Hammers mortgage interest for August Oct. 20 Wilson -Hammers mortgage interest for September Dec. 532.79 220.00 100.00 10.50 19.99 82.67 16.66 53.97 15.58 $1,698.61 209.00 103.00 102.00 101.00 100.00 99.00 98.50 97.50 97.00 96.50 Oct. 29 First Federal Savings & Loan Assn. of Washington-interest Oct. 30, 1968, through Sept. 30, 1969 Nov. 10 Wilson -Hammers mortgage interest for October Dec. 9 Wilson -Hammers mortgage interest for November 1970 Jan. 22 Wilson -Hammers mortgage interest for December Feb. 23 Wilson -Hammers mortgage interest for January Mar. 16 Wilson -Hammers mortgage interest for February Apr. 6 First Federal Savings & Loan Assn. of Washington - interest September 30, INCOME PERSONALTY, Credits: 1969 1969, to March 31, 1970 SCHEDULE F July 18 Malcolm L. Morgan, Co. Treasurer -1969 Personal Property Tax 98.05 96.00 95.50 95.00 94.50 94.00 57.25 $1,733.80 79.04 .. SCHEDULE G EXPENSES OF ADMINISTRATION: 1968 Dec. 10 Russell Marino, Register -probate costs Dec. 13 Washington County Reports -estate notice Dec. 13 Observer Publishing Co. -estate notice 1969 Jan. 8 Henry P. Bennet -real estate appraisal Apr. 3 Hubert S. Post -furniture appraisal Sept. 19 Notary fees Sept. 25 Russell Marino, Register -filing Inventory Sept. 29 Russell Marino, Register -filing election Sept. 29 John D. Woodward, Recorder -filing election Nov. 3 Notary fees 1970 Apr. 3 McCreight, Marriner & McCreight -attorney fees Apr. 3 Notary fees Apr. Russefrl Marino, Register -filing Account SCHEDULE H FUNERAL AND BURIAL: 1969 Jan. 8 Stewart F. Barnhill -funeral expenses Apr. 24 Kurtz Monument Co. -cemetery marker SCHEDULE I DEBTS OF DECEDENT: 1969 Jan. 13 Harry R. Cook, City Treasurer -1968 School Tax Laurel Avenue property Jan. 13 Charles S. Badiali, M.D. -medical services Jan. 16 Harry R. Cook, City Treasurer -penalty on 1968 School Taxes SCHEDULE J INHERITANCE TAXES: 1969 Oct. 29 Russell Marino, Agent -payment toward Inheritance Tax on life estate 16.50 14.00 14.00 90.00 15.00 2.50 20.00 2.50 7.50 1. 50 2,800.00 2.50 20.00 $3,006.00 1,495.00 110.00 1,605.00 169.54 382.15 8.48 560.17 1,000.00 1969 Feb. 10 June 9 Aug. 11 Dec. 1 1970 Feb. 5 SCHEDULE K DISTRIBUTIONS: Distributions to Dorothy 0. Wilson on account life interest as follows: 200.00 200.00 200.00 200 ·. 00 200.00 $1,000.00 o!erver -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION • In compliance with the News.paper Advertising Act of 16 May, 1929, P. L. 1784, as amended. Commonwealth of Pennsylvania, County of Washington, SS: .........•.. Pe~sonally appea!'ed before file, a Notary Public in and for said County and State, .. .Ri(;.h.a.r.d .... S. .•..... G.Q.W..a.n ...................... , who beirug duly s~worn according to law, deposes and says tha;t he is the ... §.~_G.r.~.t~ .. r.Y. ............. . of the Obs,erver Publishing Company, a Benrus,ylvania -corporation, and its agent in this behalf; that the said Company is, the owner and publisher of the Observer"Reporter, succ'essor to The Washington Observer, established September 18, 1871, and The Washington Reporter, established August 15, 1808, a daily newspap'er of general circulation, printed and publis,hed and having its place of busines'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 attached; that the printed notice or advertisement hel'eto attached is a ·copy of an official advertisement, official notice, legal notice or legal adveTtisement, exactly a:s printed or published in the Obsrerver-Reporter in its regular editions on the following date or dates; ........................................... . ....................... .!?..~-~-~-mJ?..~.L.Jf?.:t.. ... ?.~ .... ~.!14 ... J.Q.~ .... J.9..Q.?. .......................... .. that neither th!e affiant nor the Observe!!' Publishing Company is interested in the subject matter of said notice or advertising and that all of the al1ega- ~,~~.,:;. thi• affidavit ~toth• ti~)."?C:;"~~ --, EXECUTORS' NOTICE -:l ESTATE OF GORDON A. WIL~O- ,deceased late of City of ·washmg~\ ton Washingtor.. Coun. ty, Pa. the Letters Testamentary upon above estate having been gra~=~;~ the undersigned, all persons re- claims againskt te: ,:t~~~ :~;;e to quested to rna e "''o . and the undersigned or hlS attorneydece· all persons indebted to the dent are· requestedd togn~ak!,it~~~t ment "to the un ers1 · delay. . 1 Dorothy 0. Wilson 295 ·wilson Aver.ue t Washington, Pa. 15301 ' Gordon A. "!'ilson,_ Jr. ., 165 · Floral Hill Dnve ' washington, Pa. 15301 Executors ·. · & .! McCreight, Mar_ri!\er . . McCreight ~;~.. ..,.;ld , t 520"'WashingtoO:i'-Trust <> g. , ;washington; '"Ea. 15301. 'Attorney 6S~6'·M~ ------,.../ .. ·-· Sworn to and subscribed before me this ... ~.9 ... day of:"!?.~.G-~.b.-~::r .... 19 6 8 w. 287!52 ~~"'f"C,~~~ WASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6, 1972 Washington Co~ty 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 OF PENNSYLVANIA ( ss. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, publis'hed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in t'his behalf; that the said WASHINGTON 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 of said County, dated November 11, 1920; that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ... -.... P.~£~mP..~.:r .. J.~ ....... f.(?.~ .... l~9.~ ................ . ... -.... J~nM.~.rY .... 2 ...... J~.9.~ ................................... . 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. ,ffid.v;, .. ~~ '""'?!]. ,hnh .,;, " ,ru, __ .... ,.=:::::::::::::: ........................................... E:d'i!;~ Sworn to and sub cribed before me this .... f~da: of.. ...... ~r:n.~!!!".Y. .............. , 196 ..... ~. -~--Lfr::biic- KATHE~INE C. YARD, Notary Public Washln:Jton, \'/a~~ingt":J Co., Pa. l'rly Cu:.Hr.i3~iJn Expires Novemuer 1, 1969 FAe Notices W 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 • • • • • • • • • • • • • • • • • • WILSON, GORDON A., Dec'd. Late of City of Washington, Wash-ington County, Penna. . Executors: Dorothy 0. Wilson, 295 Wilson Ave .. Washington, Pa. 15301, Gordon A. Wilson, Jr., 165 Floral Hill Drive, Washington, Pa. 15301 Attorneys: McCreight, Marriner & McCreight, 520 Washington Trust Bldg., Washington, Pa. 15301 , -, ,, ·.1 ' . STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The wif'hin named Accountant sbeing duly sworn according to law, depose and say that the above account as stated is true and correct as-----------~-l?:~X----------------------verily believe. Sworn and subscribed before me this _________ 3r_d _____ _ day ~f ----;;·---------~P.:':_~~------~---------------1'9}_~------ ~~~,4.A/avtp_u.___ ------------------------ ~ " ~ -BARBARA CRAIG, NOTARY rUBLIC :;_ WASHINGTON, WASHING.TON_:COUNTY ;, MY COMMISSION EXPIRliS·JYNE 25, 1970 . .., .,. Wa,shington County, ss: ... 0 ...., = .j. ;j '0 .: 0 Hi <:,) s:: <:,) t-:li <11 m s:: .j. 0 S::l [/) z [/) o: H 0 rl [J)i 0 r:.. 0 (() or-! rl! ~ 1--=l ::s •r-li ~ l'i1 -=:t E-< H ::S! (,) \0, <11 ::s Q) m: E-< 0 •: :X: ,Mi rn ~: ~ t ll l'i1 ~ :>:, rol ..c: s::i \.Oi z .p o: ' I: 0 0 '0! 'M! Q H Hi "'! n:: 0 Oj 0 Q D! 0 0 z -~ -_ .. I do certify t<hat I have given legal notice ·to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court, as evidenced by proofs thereof filed to No ... k.3-::._/Q-::__$_JQ _________ _ Witness my hand and official ·seal this __ 3/f!!!:. ________ ___ day of ____ ~------------------Q;j;j------;-----19.7_.0 --~-~!lCC1d~-------------. ~ __ _ _ Register of Wills - \' 'I \ I I '~" I ·' ~ ' .?\·l!,"':lf r· W:' -v~ .p .c: _.., QO: _.., .. ..... I<·~,., ............. ~ .... ·r-1 i 1':1 ' ;j 0 ol 0 Q)i _,_, Q = ci Hi ;j / Q) 0 r:·-... ~-t!f·.qil ~ ..c:l -o: <:,) l ~ _,_, o: <:,) . ' i ' j 0 <11 J I L.. 0 :Si I ~4· ...... .I _,_, .!<: .... .... Q) 0 n? .... ~! .... 'jl'l 0 [1~V ,.., *"' ~ -~ . Q :>.. :.Of -' o~ Hl " 0 Q) ·z ~ OJ! .... iE 0 ~ .S::! _,_, 0 _,_, ~ •r-1: <11 R'JS C ~: ! u • 'f !'I !"I l'i1 Hi ' '.../ Hi s:: .. ·:U.S "d mi ,. 0 HEGISTEt·t l..;, = :Si .p ol WASHINGTOtl CO., et\. .... bO iD ~r s:: .,_; _,_, r:Jl .Pi •r-1 -~ 'bli .c:: .c: Q) 0 Q) ~ bO! [/) _,_, ..c:l ~ _,_, •r-1: m 0 g Q)i ::s = H: "d o: 0 = u: (\J <11 cr.> ,.... :S' Ll\ ... .. .. - • t I ,j. -------------r .,._.. ~ ~ ~..--..... ~-·- \ j ... rl 0 (Y') U\ rl m p... "' s:: 0 .p 0.0 I s:: ·r-1 .c: [/) m ::s . ,.., .. - ,, ,, .. ,., ·. ,,• ,, . v; ·-, .. , •, -~' ' ' . -~---'-:. ' ...... ·- .. ·, " ( . ~ ~ ~ The Court is respectfu II y requested to determine proper distribution in this estate. lJn t4r ®rp qaun · illnurt of llan4ingtnu C!rnuuty In the matter of the Audit of Account in Estate of:_~G:..::O:..:.R.:..::Dc.,;:O:.,:.N:...._:.A:..:•~W:..:I:..::L:..::S:..:O:..:.N::.__ _____ 1 No. 63-6,8 __ -.....;;;1;..::5;,..:;6_4 ___ _, 19 __ , A.A. TO THE AUDITING JUDGE: accountants Enter·__;, ___ o.:;..;;;u;.::r:..-. ____ appearance for· __ ...::..:...::, __ ___, _________________ _ N. B.-Counsel shall, by separate paper, present a concise statement of ench 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 me a separate concise state· ment In that regard. · J ··.' ') 12 R I) s_s t: ;. ·. f;; ,:\ :·i IN 0 f(EG:ISTU~ Or WILLS W.ASHINC;To,~~ CO., PA. '.', [.; . ,. . ,;, ( I ... OFFICE OF THE REGIS~~~ OF WILLS s (;!,SeA I I CLERK OF THE ORPHAN'S COURT WASHINGTON c;ouNTY-' WASHINGTON, PENNSYLVANIA 15301 y 1564.68 # ACCT 390.00 2 TOTL 390.00 ~~§11:06DEC.16~93g CHECK 390 00 LINE 04 • Kathleen Flynn Recta No. 35559 ;'. ---------------------- I J J ( IN THE COURT\ OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 63-68-1564 ESTATE OF GORDON A. WILSON LATE OF THE CITY OF WASHINGTON TESTAMENTARY TRUST FIRST AND FINAL ACCOUNT OF GORDON A. WILSON, JR., TRUSTEE Accounting Period: November 17, 1970- December 16, 1993 Howard E. Goldfarb, Esq. Goldfarb & Posner 50 West Wheeling Street Washington, Pa. 15301-6999 :/:l-/~-f5 r. J· IEGISIER OJ-WILLS • ' J l ( -., INDEX OF ACCOUNT 1970 Decree & Adjustments Receipts & Expenses 1971 through 1993 Capital Gains and Administrative Disbursements Advance Distributions SUMMARY Real Estate as per 1970 Decree Gain on Sale Net Cash from Real Estate Household furnishings as per 1970 Decree Gain on Sale Net Cash from household goods Cash from Receipts & Expenses Pages 3 to 14 Gross Cash Administrative Disbursements Advance Distributions Net Balance-Cash Page 2 Pages 3 to 14 Pages 14 & 15 Page 15 $33,700.00 v / 168,115.06 $201,815.06 ~ $1,542.00/ 8,721.85 $10,263.85 (j $15,915.27 $227,994.18 ..--- ($20,083.65) / (147,000.00)/ ~ ;t? z '£9~./f, ~ $60,910.53 tg ltlbEJ ' .I ! l ASSETS AWARDED TO GORDON A. WILSON, JR., TRUSTEE Per Decree of November 17, 1970 Real Estate in the Sixth Ward of the City of Washington, Pa. 295 Wilson Avenue 369 Burton Avenue 64 Laurel Avenue Total Real Estate Mortgage of John E. Wilson, et ux., Household goods & furnishings Cash TOTAL ADJUSTMENTS TO RECEIPTS Prior to January 1, 1971 Mortgage Principal Received Mortgage Interest & Rents Received Disbursements Dorothy Wilson Mary Wilson Realty Maiantenance Net Additional Cash $1,003.20 ~ ~ '/rttP·rr 500.00 687.50 11~ -~1-IJ~ / 1,173.91 $11,800.00 9,400.00 12,500.00 ----33,700.00 18,200.00 1,542.00 L276.05 ~ $54,718.05 ~ December 31, 1970 Mortgage Balance~ December 31, 1970 Cash Balance ~ i-I ?-1 ~,.&~~ ~ftftJ, qt., ~17,196.80 / 2,449.96 2 ' .l ' I Receipts Rents Interest Mortgage Principal Total Receipts Disbursements Dorothy Wilson Mary Wilson Repairs & Maintenance R.E. Taxes Insurance Total Disbursements Cash Balance Receipts Rents Interest Rebate Mortgage Principal Total Receipts Disbursements Dorothy Wilson Repairs & Maintenance Aluminum Siding R.E. Taxes Income Taxes Insurance Legal/Tax Preparation Total Disbursements Cash Balance 1971 1972 3 $2,176.00 1,070.70 8,951.80 $12,198.50 1,102.03 200.00 459.31 1,219.90 64.00 $3,045.24 $11,,603. 22 f- $2,512.00 454.00 76.50 9it2i 8,245.00 &)7 ~,,-a-· $11,287.50 ~ 600.00 8,191.64 1,197.23 205.80 214.00' / 171.00~ $10,579.67 / $12 1 311. Q5 r./ 1 ) 1 • Receipts Rents Disburements Dorothy Wilson Repair & Maintenance R.E. Taxes Income Taxes Insurance Total Disbursements Cash Balance Receipts Rents Interest Total Receipts Disbursements Dorothy Wilson Mary Wilson Repair & Maintenance R.E. Taxes Income Taxes Insurance Legal/Tax preparation Total Disbursements Cash Balance 1973 1974 4 $3,010.00 600.00 1,666.86 1,165.69 195.24 85.00 $3,712.79 /- $2,870.00 208.60 $3,078.60 ~ $808.60 600.00 20.78 1,426.30 8.07 72.00 220.00 $3,155.75 / / $11, 608.26 --- $11, 531. 11 (.../' ' l Receipts Rents Interest Total Receipts Disbursements Purchase Treasury Bill Dorothy Wilson Mary Wilson R.E. Taxes Income Taxes Insurance Legal/Tax preparation Total Disburements Cash Balance Receipts Refunds Treasury Bill Redemption Rents Interest Total Receipts Disbursements Dorothy Wilson Repairs & Maintenance R.E. Taxes · Income Taxes Insurance Legal/Tax Preparation Total Disbursements Cash Balance 1975 1976 5 $3,080.00 24.00 i? ~.J/..11 $3,104.00 r---- $9,673.90 600.00 200.00 1,448.06 3.46 226.00 / 75.00&/ $12,226.42 ~ ~t-IJ~. t.f~ $321.62 9,673.90 3,000.00 377.60 $13,373.12 ~ 926.10 1,988.36 1,692.09 13.67 145.00 / 85.00 t../". $4,850.22 $2,408.69 ,__....- g 6;j~. 9~ $10,931.59 ,_..,-- .. 1977 /~9J!)s1 Receipts Rent z $3,670.00 R.P. Wilson Repayment ( 587.18 Sale of Shop Press 35.00 Interest 148.00 Total Receipts $4,440.18 ~ Disbursements Dorothy Wilson ? $300.00 Loan-R.P. Wilson 2,000.00 • • t Repa1rs & Ma1ntenance 6,471.73 R.E. Taxes 1,823.63 Insurance 128.00 / Legal/Tax Preparation 110.00 Income Taxes 2.16 Total Disbursements $10,835.52 ~ t.Jf3~JY Cash Balance $4,536.25 --- 1978 Receipts Rents $3,680.00 Interest 39.00 R.P.Wilson-repayment 1,440.87 Total Receipts $5,159.87 ..........- Disbursements Dorothy Wilson $600.00 Repairs & Maintenance 975.30 R.E. Taxes 1,920.30 Income Taxes 18.00 Insurance 101.00/ Legal/Tax Preparation 100.00 Total Disbursements $3,714.60 / I if qS:. ~ 1 Cash Balance $5,981.52 ..,/ 6 .. Receipts Rent Interest Total Receipts Disbursements Dorothy Wilson Repairs & Maintenance R.E. Taxes Income Taxes Insurance Legal/Tax Preparation Total Disbursements Cash Balance Receipts Rents Interest Total Receipts Disbursements Dorothy Wilson Repairs & Maintenance R.E. Taxes Insurance Legal/Tax Preparation Income Taxes Total Disbursements Cash Balance 1979 1980 7 $3,665.00 36.00 ......----$3' 701. 00 $600.00 433.83 2,089.08 16.00 176.00/ 100. OOv $3,414.91 / $3,840.00 18.00 $3,858.00 / $600.00 244.96 2,230.42 382.00 / 100.00 v 8.00 / $3,565.38 J.. t[h, 6 ? $6,267.61 ..-- :t9~~t.,;. $6,560.23 e-/ ' . 1981 Receipts Rents Sanitation Charge-repayment Interest Total Receipts Disbursements Dorothy Wilson Repairs & Maintenance R.E. Taxes Income Taxes Insurance Legal/Tax Preparation Total Disbursements Cash Balance Receipts Rents Total Receipts Disbursements Repairs & Maintenance R.E. Taxes Income Taxes Insurance Legal/Tax Preparation Total Disbursements Cash Balance 1982 8 $4,800.00 156.00 36.00 $4,992.00 $1,200.00 715.18 1,747.80 25.00 412.00 / 110.00 / / $4,209.98 $4,600.00 $4,600.00 $960.06 1,821.78 14.00 471.00 / 140.00t/ ~ $3,406.84 I ' 7~.0~ $7,342.25 .__; I I 9 j, I {:; $8,635.41 6- • "-1 , 1983 Receipts Rents Sanitation Charge-repayment Total Receipts Disbursements Dorothy Wilson Repair & Maintenance R.E. Taxes Income Taxes Insurance Legal/Tax Preparation Total Disbursements Cash Balance Receipts Rents Interest M.E. Ferguson-repayment Total Receipts Disbursements Dorothy Wilson Repairs & Maintenance R.E. Taxes Income Taxes Insurance Total Disbursements Cash Balance 1984 9 $4,915.00 78.00 $4,993.00 (; $600.00 2,149.11 1,883.00 86.39 571.00/ 120.00 ~ $5,409.50 $4,850.00 116.44 200.00 $5,166.44 $1,200.00 4,981.01 722.30 111.93 616.00 / [./"' $7,631.24 $8,218.91 t-- ~tf<J,.9J :L L.f ~i', g {) $5,754.11 .....--. s 65'tj,l/ . . ' . Receipts Rents Gas-Burton-repayment Total Receipts Disbursements Dorothy Wilson Repairs & Maintenance R.E. Taxes Insurance Legal/Tax Preparation Total Disbursements Cash Balance Receipts Rents Interest M.E. Ferguson-repayment Burton-repayment Total Receipts Disbursements Repairs & Maintenance R.E. Taxes Income Taxes Insurance Total Disbursements Cash Balance 1985 1986 10 $5,000.00 86.00 $5,086.00 $600.00 164.58 3,113.25 632.00 / 250.001/ $4,759.83 $6,612.50 36.00 100.00 60.00 / $6,808.50 / $1,019.13 1,837.41 128.24 637.00 $3,621.78 / . ' ~ j !tJt, 7:2- $9,267.00- Cf / (p 7, ~ {) ·. ' • £ I Receipts Rents Total Receipts Disbursements Dorothy Wilson Repairs & Maintenance R.E. Taxes Income Taxes 1987 Insurance Repayment-Security Deposit Total Disbursements Cash Balance Receipts Rents Repayments Total Receipts Disbursements Dorothy Wilson Repairs & Maintenance R.E. Taxes Insurance Legal/Tax Preparation Total Disbursements Cash Balance 1988 11 "· $6,300.00 $6,300.00 $1,000.00 4,465.03 1,837.41 107.41 650.00 275.00 $8,334.85 $6,875.00 175.00 $7,050.00 / $1,200.00 $243.61 1,997.63 672.00 / 260.00V $4,373.24 -~ IJ 3 y,c;s $7,232.15 / r;. ~ il' i~ $9,908.91/" l !tJ gl'9/ " r Receipts Rents Repayments Total Receipts Disbursements Repairs & Maintenance R.E. Taxes Insurance Income Taxes Legal/Tax Preparation Total Disbursements Cash Balance Receipts Rents Repayments Security Deposit Total Receipts Disbursements Dorothy Wilson Repairs & Maintenance R.E. Taxes Income Taxes Insurance 1989 1990 Legal/Tax Preparation Repayment-Security Deposit Total Disbursements Cash Balance 12 $6,625.00 125.60 $6,750.60 $2,034.33 2,125.15 668.00 279.80 J 135. 00-(./" $5,242.28 $7,050.00 176.00 300.00 $7,526.00 / / $2,000.00 1,398.23 2,527.29 151.58 717.00 / 290.00........- 300.00 $7,384.10 / • l • r~fcF/ f I 9gog, 9/ ) ., ... 0 r;, J p._ $11,417.23 t.;-- 115 /7, ~j / I L(/,ftJ $11,559.13 v I~ '(S9· 1.3 . ( ., { Receipts Rents Repayments Pa. Tax Refund Total Receipts Disbursements Repairs & Maintenances R.E. Taxes Income Taxes Insurance 1991 Legal/Tax Preparation ~ Repayment-Security Deposit Total Disbursements Cash Balance Receipts Rents Repayments Total Receipts Disbursements Dorothy Wilson Repairs & Maintenances R.E. Taxes Income Taxes Insurance Legal/Tax Preparation Total Disbursements Cash Balance 1992 13 ---------------------------------. $7,380.00 131.31 5.00 $7,516.31 $804.60 2,552.85 505.05 762.00 144.96 300.00 $5,069.46 ...--./ l 0 §' s-9. /_3 I j ITS9r).5, / ;, 7'r~ ~--> $14 1 005 • 98 !/ I J 9cJ6--: fct / $7,560.00 303.00 $7,863.00 _/ $2,000.00 853.18 2,675.50 21.00 718.00. / 100.00?/ $6,367.68 V" I ~ ?~': j,;L. $15,501.30Y I !,; tf ~I~ j ~ .. ( 1'). "' 1993 (EXCLUSIVE OF CAPITAL GAINS AND ADMINISTRATIVE DISBURSEMENTS) Receipts Rents Rebate-Insurance Rebate-Gas Company Total Receipts Disbursements Repairs & Maintenance R.E. Taxes Income Taxes Insurance Total Disbursements Cash Balance . 1993 $3,450.00 274.00 1. 59 $3,725.59 $1,383.34 1,113.28 610.00 205.00 $3,311.62 / 'I;~. 9 7 $15,915.27/ J s; g 15;cJ, 7 CAPITAL GAINS & ADMINISTRATIVE DISBURSEMENTS Sale of Household Goods Net Proceeds 1970 Decree Gain Sale of 295 Wilson Avenue Net Proceeds 1970 Decree Gain Sale of 369 Burton Avenue Net Proceeds 1970 Decree Gain 14 $10,263.85 1,542.00 $8,721.85 $110,015.95 11,800.00 $98,215.95/ $44,029.06 9,400.00 $34,629.06,/ ._ .. . ' ·~ , Sale of 64 Laurel Avenue Net Proceeds 1970 Decree Gain • $47,770.05 12, 500. 00 £/" $35,270.05~ -. Y?~ ' IL_p CASH RECONCILIATION Account above through 1993 household goods sale 3 real estate sales TOTAL Administrative Disbursements Pa. Inheritance Tax Appraisals Pre-Sale Cleaning & Hauling Gordon Wilson, Jr., Trustees fee Goldfarb & Posner, Attorney's fee Goldfarb & Posner, Notarial Costs Filing of this Account ~ $15,915.27 10,263.85 .__.......- 201,815.06 J- $227,994.18 9 .._.,../ $10,269.83 600.00 742.82 1,500.00 ~ 6,575.00- 6.00 390.00 ($20,083.65) ~ ADVANCE DISBURSMENTS Mary A. Ferguson A. Glenn Wilson- Charles L. Wilson Robert P. Wilson John F. Wilson Gordon A. Wilson, Jr., Net Balance 15 $24,500.00 \ 241 500~0 24,500.00 24,500.00 24,500.00 24,500.00 ~($147,000.00} $60 ,~10. 53 STATE OF PENNSYLVANIA, WASHINGTON COUNTY, } SS: The within named Accountant being duly sworn according to law, depose and say that the above account as stated is true and correct as .............. ~.:: ..................... veri ly believe. Sworn and subscribed before me ,this ... J6 .. ·Y.ILJ. Washington County, ss: r-il ml ~=:: -r-li ~1 '"(jj l=:i mi +Jl U)j Hi .. ,..,'II: ~l .. _ ... .; .\ H) l ot J::i Oi U)i r-il -r-11 ~ .c 4 Q) d Q) a +l 'tlj U) ~ ::I &".-~ ~ E-t i j '0) ~ ;:r-i o-1 ~ \ --< I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statu,te <:Jnd Rule of Court, as evidence by proofs thereof filed to No ... ~J .. -:-.f.~{~ __ ?.:f'.!..~---------· day :it~~=~~~.~and.~:d~ic•~;.l .. t~•s:i ... l~·i~ ----@du _____ ~f~------------------------J/. tf. · Register ofC)Niii~ .... -_( ~ ~c;2~ :-;:; !5 il'l ;::: .o :o :o !< lEi :'f.~..( .d~ 1--if: m: o 4-{!j '"(jj< r-ii o: 9 ~ ril( '"(jj Hi m! ;:::: O! :I::j -·---~ / ~ !'"~. ;.J ,r ~ .. "' ...,;-'-' .. . $), (,>' ,. ~ .it ' -."", ., The Court is respectfully proper distribution in th' h: ',, " \ • ~> 't to determine In ·tlfe OLuurt nf OLnmmnu Jleas nf llaslfilt!ltun OLnunty, Jennsyluania ®rp4atis ~ (!tnurt lliuisinu ESTATE OF No. 63-68-1564 GORDON A. WILSON TESTAMENTARY TRUST In the matter of the FIRST & FINAL Account of GORDON A. WILSON, JR. , TRUSTEE ADJUDICATION AND DECREE And now March /~ , 19__2_1, this matter having came on for hearing, audit and distribution and testimony taken; upon due consideration thereof, the bal- ance for distribution in the hands of the Accountant Is determined to be $ 61, 110 · 53 and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said bal- ance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto, be filed sec. reg. or an appeal taken herefrom sec. leg. . BY THE COURT .. c:td E~<(_ 7 , THOMAS D. GLADDEN, P.J. . SCHEDULE OF DISTRIBUTION ==================================~====~r======= Balance per account ___________________ _ Additional Debits -Audit Balance--------------,----------- Howard E. Goldfarb Attorney____ ----------'-.---------- Re-Award to Trustee pending final Pa. Inher- itance Tax Appraisement . · Balance to the following 6 persons subject to their liability for any Federal or Pa. Income Taxes owing for years commencing Jan. l, 1993 MARY A. FERGUSON A. GLENN WILSON CHARLES L. WILSON ROBERT P. WILSON JOHN E. WILSON GORDON A. WILSON, JR., $60,910.53 200.0( $61,110.53 3,000.0( 58,110.53 9,685.0< 48,425.44 9,685.0< 38,740.35 9,685.0< 29,055.26 9,685.0< 19,370.17 9,685.01 9,685.08 9,685.0< 0.00 ,, <: . ' No. 63-68-1564 ==~---- In the matter of the FIRST & FINAL Account of GORDON A. WILSON, JR.·,~ TRUSTEE of Estate of GORDON A. WILSON TESTAMENTARY TRUST ., Abjdi.rdtinn nub ir.rrrr ~2 ~~ Sf fG-. Lfs-.5 ~~--·-~· ... ~---- In tqr O!nurt nf illnmmnu Jlran nf lfanqingtnu Qtnuuty ®r-pqaus ~ illnurt 1!Jitrlsinn In the matter of the Audit of Account in ll Es ~ta=-=t~e~:Eof~G~O::!.!:Rc!.:D~O~N~·=-A----=.c. ~W~I=--LS_O_N ______ 1 Xo. 6 3-6 8-15 6 4 -~ESTAMENTARY TRUST ) Tp THE AUDITING JUDGE: Enter __ m...::.y:.__ ______ ,appearance for __ G_O_R_D_O __ N_A_. _W_I_L_S_O_N_::,_J_R_._::, __ T_R_U_S_T_E_E ____ _ J f f#tJay of. __ F_e_b_r_u_a_r_y ___ _, 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. · ' !/ Form for Guardian or Trustee lfrtitinn 8ur A!Wit 1Jn m~r ®rp~nns· <tinurt nf lla.&~ingtnn Olnunty GORDON A. WILSON Estate of ...................................................................... "" .............................. .. 63-68-1564 Filed at No ..................................... of 19 ..... . TESTAMENTARY TRUST Fiduciary ..... 9.9..~!?..2~! .... ~.: ..... X:~:!.!.~.~.9..~.! ...... ~~.: .. t ..................... .. For ............................... ; ...................................................................................... . minor-incompetent-life tenant Place 0~ record Washington County of appointment. ........................................................................................... . Date of trust November 17 1970-Date of Estate Decree d• h' I or guar Ians Ip ............................................................................................... . If there have been former accounts filed in this estate, list: i ·'. . . Termination of Trust as per paragraph 2 of Will. Dorothy Reason for fihng this account. ................................................ , ... : ............................................................................................................................................... . 0. Wilson, widow of Decedent-Testator moved from 295 Wilson Avenue on or Aff~rYdits'1'1~Hflil(y fu~e'test,9~~ed or contingent (including claimants); in the fund now before the Court, with the nature of their interests are: . ' ' MARY A. FERGUSON (prior to marri~ge being known as MARY WILSON) 1/6 A. GLENN WILSON 1/6 . ' CHARLES L. WILSON 1/6 ROBERT P. WILSON 1/6 JOHN E. WILSON 1/ 6 GORDON A. WILSON, JR., 1/6 All of said parties have received notice as required by the Court Rules except as follows: The fund now before the Court is subject to the following taxes: only a possible adjustment to or interest on the Pa. Inheritance Tax, for which a final payment was made in the amount of $10,269.83 on November 24, 1993. Set forth any legal problems requiring adjudication by the Court or difficulties that must be met in distribution: Decree of Distribution should state that any Federal or Pennsylvania Income TaxAs Dwing from the Trust for years beginning January 1, 1993 are allocable, in equal 1/6th shares,. to the six recipients of the Trust Remainder. The six heirs ~a~~ r~c~i~~d.schedules K-1 (Federal) and L (Pa.) for 1993, but th~ tax ~ridi~ per~O~ {~ open. ) .. ~. Balance for distribution per account, A<Idilional debits not shown in account: (Indicate whether income or principal) Refund of . appraisal fee f· Additional credits not shown in account: (Indicate whether income or principal) Balance for distribution Principal $ ..... fi.Q., .. 9..1.Q ..•.. 5 .. 3 ...................... . Income $ ........................................................... . $200.00 Total additional debits $ ............. : ... ?..9..9 .. ~ .. 9.g_ ....... ====-- Total additional credits $ ........................................................... . Principal $ ...... §J .. r.J.~ .. Q .. ~ .. ?.) .... .................. Income $ ...... ~.~ ............................................... . $ .............. !. .. ~.~0.53 .~ ...................................... Total If the balance for distribution is not in cash, list items held in kind with carrying value designated, and if this is a distribution account, file elections to take in kind for aU items so listed: .. __ Set forth accountants sugg·estion as to manner and form of distribution to be made, awards to be stated in pro· portions unless specific amounts or items are designated by instrument under which estate is being distributed: Re-Award to Trustee pending final Pa. Inheritance Tax Appraisement. Balance to the following subject to their personal liability for any Federal or Pa. Income Taxes owing for years commencing January 1, 1993 . . , MARY A. FERGUSON A. GLENN WILSON CHARLES L. WILSON ROBERT P. WILSON JOHN E. WILSON GORDON A. WILSON, JR., • COUNTY OF WASHINGTON, COMMONvVEAL TH OF PENNSYLVANIA ' Office expires ........................................................................................ ······: Notarial Seal ~ ss Chety!lynn r~!chclas, Notary Pubnc Wash!ngtor., ~ V:;shington County My Commission Expires Jan. 24, 1995 $3,000.00 9,685.09 9,685.09 9,685.09 9,685.09 9,685.09 9,685.08 -~ ' -..... ~· Jrtitinn &ur i\ullit IN TI-lE ORPI-IANS' .COURT OF WASI-IINGTON COUNTY FORM USED FOR GUARDIAN-INCOMPETENTS -OR TRUSTEES 63-68-1564 No ..... ·-······-···············of 19 ESTATE OF GORDON A. WILSON ...................................................................................................... -.T.E.S.T.AMEN.T.ARY ..... T.RJJ..S.T. .............................................. . FOR ...................................................................................................................... _ -·•-•oonoooooooooooooo•••••••••••••oooooooooO••oouooooouooooooooooo••••••••••••HoooooHoooooooooooooooooooooooooooooooooooo-mlnor-incompetent-llfe tenant ···.:~·························:············································································-··········· Counsel for the accountant shall submit herewith the following, if pertinent: 1. Will or trust instrument-attested. 2. Inventory. s: Signed elections of items to be taken in kind- if distribution account. 4. Stipulation or certificate by minor approving account. 5 .. Praecipe for those represented. 6. Brief-for any question of law raised. HOWi\Rn····E"·;······GOLDFARB····c~~;~(·{;;;···;~~~~t~t~······· ~q "':; .. ·.; .:. ~ ~·--"' .... , .. .., ., .. , .,: \ I . I ESTATE OF ---··· <ttnurt nf <ttnmutnu lfltun nf i!tllun4iugtnu lftuunyluuuiu, ®rpl]unn~ QJ:nm1 Bininintt .•. · .. ·~ N 61-68-1~64 o. ___ ..-;.......;...;;.__.;......_....;_~..-______ _ ~ord0n A. ~ilaon Pirnt nnd l·'innl Jnthe matter of th~--------- l~roth~.r o. Wilson & Account of ____ .....;. _______ _ .... 1 A . q J ~>oT'con • , .•. t _non, ~Tr., ,Exocu1;ors ADJUDICATION AND DECREE And now November . 17 , 19 70, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration tllerE )f t~e ImJRno' for di~ibution in f;he hand of the Accountant is determin·ed to be $q <!'·• !·, • · -1· -If,I and t:eEpcou tis accordingly conf.irmed; and it is o~dered, ad u geO.~nd .~-~~ree~ that thg said balance be,,Jl~id ut by the Accountant 1n ac.cordance With .the sd e ule fOf d1Stnburtron heretfl attached an. m.at!e < part hereof, unless exceptions hereto be flied sec. eg. :Hr an,.{:lppeal be taken herefrom sec I~Qti tn .... '1\:J ~ tM o M .... ~ -t ~J 0 ·a :::. ~ t.-t S/Bv the Court P. v. MaT'ino, J. SCHEDULEIOJ;: D STRIBUTION I . tqt f. 13 ')7. 5< $ r;r; 712. -' ' + Ba a~ce per account m Ale , tional ~obit e sko<l at •u < li tg: ¢57,070. 0~ A 1( l1;ionnl crnd~.t asked at 0t cUt Balance'---------------------- Deduct Clerk's Costs & Receipt<:,.._ ____________ _ McCroiFht Marr5ner & McCreight At'torney _____________________ _ ~~ll!'Hlell f.lRT'1 no, Clork ().C., co~ts i.n certifying peAl e~tAte to Recorder, RncoT'dGr of nends or ~\'ash i n~ton County, cos tn ~ncord~n~ certificRtion of ronl estate nnd coat~ rAgiHtortng 9~me, nus ~f)ll Hn :rino 1 Agon t' t pnns fer inhe ri t~=Jnce tAX includin~ tax due on lifo entato and tax due on $51~.50 principal as invaded; Commonwoalth re- serves the rieht to a8sos nnd collect tax that mfly hocome duo on further invasion of principal as permitted in the will and furtho~ reserves the right to roaopl"f:li.fH" the o~tata and asses th tux as will become due at the term ina tlon of' th ~ lifo ontate, ~106.70 Interest from 1-30-70 to 11-27-70 5.84 G-ordon -~ .• \··iil~on, .Tr., Tes tamnntnry 't'rus tee und~r the torrns of the will, includJnr: cash, real ~ . ontnte valued at ~31,700.00 as described herein- holow; mortp.ago bond of J~hn ~:. lrlilson, et llX., (11; al.1 bnlt:!nc e of prind.pal os of J\ugust 31, lq?o, :;,lli,200.00; hous~hold p.oods and furnish- lnvs ot the e porr::t isod va lu~ of -~151.~?. 00; hr-dd 1 n ki.nd and rHs tT'i. bu tod 1.1 R ~ nc h At the ~r praiso~ Vlllne (vqlue Hn 3ho ... m); Bub,1r.ct however tore- turning to th~ Ro~i~tor of' dills as Agon t for ,_ tho Gnmmonweolth for aa~nssment and apprnisal o t~~nsrAr inho~itnnce t~x ony 1nvR~ion of corpus A~ pf'rmitted b;1 the t~:rnw o.f the will, And the ~onnorf.l iR11mcnt for tr'ln~ fP.r j.nhe ri. t:qnc e tAxes 0r th~ lirn e~tntAn; furt.hAr subject to addi- tionql F'odor~l !~~tnto tRX if nny nhould. bA dotor-. • '··· ·l,:. (. :· 2170.0< 51+, 900. 04 $ r;6. S< e .. . ..... I '· \.· ... •· • r· ... • 1,;· .. • ;, '· mined to be rlu~, income anrl corpu~ No halanc e W':AT.. C{:.r~'P\· ':'r !.\F C.F~Tl'Tii'JF:D '1'0 ·"i'Fi;: Rr:co~mr:.;J. ()it' '.iJ.::;H11H;'l'CU (:(1UN1'Y !'W THE CL!~i!:'\ Ol~' 'PHF ORPJU.NS' COUH'l' fLVISTCN Gordon A. /i.laon, d~visor, to Gord<>n A. ·•1 .~1on, Jr., ";'cstv.cnentary Trustoo, dovlnoa, in trunt und~r thA torma of ti.e will, roprcoonting all th~ r\ght, titl~ ond lnt~rast bf th~ doviso~ in end to parcels or :s: r~n r.: t r .... fl n ,etffi.y ten feet: or Lot rro. c1 ot:ton or an1.for'n ~-~i d th Q t n tory 1'ram~ dwelling hou .. ge and rromo shop build i p9t:;e ~lJ. Uiit.an ~ ~0 ('i ~ .. ~~. ...:.c e or 140 fe ,t. ~Irnrn oved with a us •')9~ c.:. ···' ;11.1 .on ~,vfmt e, detached reo of tit 1 . Dr•E'Id Book c'~7 . .. ~'·· , . 1i, : ·'· '·•• .. , . . ,·,., ... l\ • . i • ''· ·:i :·-., .( . '! :'!·;;_ ~··· !: Lot or f\round ~1 tu~ te ln the 2.lx th ~:ard o.r the Cit"J of iinsbington, : \~i 'l ~nnhlnrton County, Pn., botnR part of Lot No. 1 in tho nderson Pla.n of' lot~ front1.ng A <H~:t~mc.~ of 15 ;flf!tt on the-. w storly •. ide of Burton· n,wnqo ~:~nd flJCton<l :\ ng hnr.k th~~ pofrt'm, along the . ine or C ormnont It venue Tl7l'!)rovod with ,.., .N. ve room frmlll' bunr,nlow · knm~n t1 369 Ht rton J\ Vtmue •. · ~ourc~ or tltln: need ~ook 873 PBBO 626. Lot or f~J'o~md s1 tuat;fl in th~ ~)1xth Hard. of the CitJ of \·le.sh.tng• ton, Aanhin~ton County, Pn~, bolng the easterly 7!~ feat of Lot No. 56 ... :.{ !:l. I T. t Hill A ld1tlnn ''lan wh~ch lot "ronl·s dlntnn e of t'2 73 ... ,r;.;.ri.J.;·1 n. JOCll~ , t . . • . r ·· , 1 , • • • • " :> • • .f:;·;J:'>-:::::,·::)' ·rt.wt fln t.h" wentr.rly <'lido of r,~urol. l\v(lnue, al~ known 1 s Laur•(,l ~~treat':.·: r· .. ond oxtanrl9 ho<llt ·th,·Jrafrom or unifor-m \ddth in .m tHilntcily diroctj.on d1~1~nnco or 71~.00 feot to lino of lnnd or nonold !:. PodH'n, ot m:. ' imn!'OVcd t..•lth ~ four room :'romo bungalm·l kn.own s 64 L\'1lrel Av.:muo. Sourr.~ of titln: '·· . i\· /f .] •j ~-r~ . • : . jJ.: . :.: ;(:'f:: ~.': . .'I l}/ \~: .. :] •:,'l ~i' ·, . t.: WILL OF GOHDON A. WILSON I, Gordon A. Wilson, of the City of Washington, Washington County, Pennsylvania, do hereby make, publish and declare this my Last Will and Testament, revoking all wills by me at any time heretofore made: 1. I direct my Executors hereinafter named, to pay all my just debts and funeral expenses as soon as convenient after n~ decease and, in their discretion, to pay all transfer inheritance taxes and estate taxes as soon as the same may be determined after my deat~ 0 or to postpone the payment of sucli taxes on remainder interests until remainders come into possession. 2. If my wife, Dorothy 0. Wilson, shall survive me, I give, devise and bequeath all the rest, residue and remainder of my estate to my trustee hereinafter named, IN TRUST, for the f.ollowing uses and purposes: (a) So long as my said wife remains my widow and provides for the support and maintenance of an~ makes a home for my daughter, Mary Wilson, ~y trustee shall permit my said wife to reside in my home at 295 Wilson Avenue, Washington, Pennsylvani and shall pay to my said wife the net income from my estate at quarter- annual intervals or such other intervals that may be convenient for my trustee and my said wife. (b) Upon the death of my said wife, or upon her ceasing to be my widow, or ceasing to provide support, main- tenance and a home for my daughter, Mary Wilson, I direct my trustee to add the then unpaid income to principal and distribute the same, share and share alike, to my six children, Gordon A. Wilson, Jr., Alfred Glenn Wilson, Robert P. Wilsori, Charles L. Wilson, John E. Wilson, and Mary E. Wilson. 3. If my said wife shall have predeceased me, then and L. in such case I give, devise and bequeath all the rest, residue and remainder of my estate, share and share alike, unto my six children abovo named. l f; :t I ~ 4. I nominate, constitute and appoint my wife, Dorothy 0. Wilson, and my son, Gosdon A. Wilson, Jr., to be executors of this my Last Will and Testament, to serve without bond in any jurisdiction which they shall act and I nominate, constitute and appoint the said Gordon A. Wilson, Jr •' to be trustee of the trusts created by this my Last Will, but if for any reason the said Gordon A. Wilson, Jr., is unable or unwilling to act as such trustee, then I nominate, constitute and appoint Pittsburgh National Bank to be trustee of the trusts created by this my Last Will. 5. My personal representatives and truste~ shall have the following powers in addition to those vested in them by law and by other provisions of my Will, applicable to all property, whether principal or income, exercisable without court approval, and effective until actual distribution of all property: (a) To retain any or all ol the assets of my estate~ real or personal, without regard to any principle of diversification, risk or productivity, and to invest in all forms of property, without restriction to investments authorized for Pennsylvani fiduciaries, as they deem proper. (b) To sell at public or private sale, to exchange or lease, for any period of time, any real or personal property, and to give options for sale, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. (c) To borrow money from any person or ins- titution and to mortgage or pledge any or all real or personal pro- perty as my Executors or trustee in their sole discretion shall choose. (d) To allocate receipts and expenses to · principal or income or partly to each as my trustee from time to time thinks proper in its sole discretion. (e) To distribute to or for the benefit of my wife, Dorothy 0. Wilson, or daughter, Mary Wilson, or either of them, such amounts of principal as may, in the sole discretion of my trustee, be necessary to meet emergencies affecting their welfare, ~· without any duty to set off such ~istribution against subsequent dis- trihution to my wife or said daughter. -·:~. ···•q ····~--·'~; .... -.. ~ ... ·-··-:-···-.. ••···. , ... .., .... '• . ·~~-----.. ~ .. ~-·······~·--....... , ...... -... "-..---............ -···""-"·.·~··-······ ....... -...................... _____ ·--~-----·--· WITNESS my hand and seal to this my Last Will and Testament this __ -..L./ ...... r;J_r ____ Day of ,';);.1~-;(J , 1962. Signed, sealed, published and declared by the above named Gordon A. Wilson as and for his Last Will and Testament in the presence of us who have hereunto subscribed our names at his request as witnesses thereto in the presence of the said Testator and 6f each ~ther. --· .. .. / /.· ~ - / .. I \ ' . 0 /.: ')~;;· CODICIL TO \'fiLL OF GOTWON 1\. i'IILSON ~~ GOHDON .A. i'IILSON of tho City of Washington, Washington County, Ponnsyl vauia, do hereby maltc, publish and declare this Codicil to my L<lst Will and Testament: .L If any property ·(other than tangible personal property) ~s to which I am entitled to appoint a guardian shall pass free of trust to a minor by reason of my death, I appoint GORDON A. WILSON, JR. guardian of tho e~tate of said minor as to such property, authorizing such guardian, iri his sole discretion and without order of Court, to retain such property in kind or to sell the same, giving good title to any real estate, to invest and reinvest in stocks, bonds or o~hor investments without being limited to investments which arc legal for a minor's funds und to usc both income and principal for the minor's welfare, comfort, recreation, support and complete education. If for any reason the said Gordon A.. Wilson, Jr. is unwilling or una'blo to act as such guardian, then I nominate, constitute and appoint PITT3DUR.GH NATIONAL Bl\NK to be guardian, with the same powers hereinabove gr•1ntcd to the said Gordon A. Wilson, Jr. I 0 z... In all other respects I ratify and confirm my Last Will and Testament. IN WITNESS l'IHEIU;;op, I ha9c hereunto set my band and seal this ,• .I/ I I .~ -/'if day of February, 1964. ./ ~~ r•" ~""-J/,.:..;.J~ ..... • . ...._,·· • .... ~~-o:.·l"'"'f• ,~1f-t""--:1_. 4.2._,/_ . ..,. •"="'~-' ....:.•__. • ...,., __ ( S Et\L) , I, Signed, sealed, published and declared by the abo~c n~lllcd Gordon A. Wilson as and for his Codicil to his Last Will and To:-.;tamcnt in the presence of us who have hereunto subscribud our naJ;;cs at his request as wi tne:3ses thereto in the presence of the said Testator and of each other. ~ / , ·It./ (atr lei l(dtf:,.' / .. ! Form RCC-33 RESIDENT DECEDENT COMMONWEALTH . OF PENNSYL VAN lA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON 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 . _tl!e_Inheritance_an!l Estate Tax Act of 1961.) ::.:·.; ~::::~~:=~~~--_::~~--~~} ~· J ................................... D.o.rothY .... O .. '-...... Wi .. l.s..o..n. ...... and. ....... Gor.don .... .A .. ~ ....... W~1li>.9n..,_ J)? ~ .. . .. ......... ... ........... .. . ... Eueutor S of the estate of the above-named decedent being duly sworn, depose and say Decedent · dJed .... 9..~-~<?l:>~-~--:3.9 ~ . (Month) (I;,;·y·) ........... , 19.(.y~~~---·~~~~eaving a last will, copy of which is hereto attached. } otherN::t:::i:::r:::r:rse:tttao;;;: ~:} ·-~~~!i~ht ~C~~~~~~~~ ---~~~~-a~:ight····· ...................... .. ... . ::;;ed~ll correspondence should be 520 WashihgtOh Trust Building ········ . ... . ......................... . Washington, Pa. 15301 That as such ... E..:K~ .. C.Ut.Qr.~ ................ deponent is familiar with the affairs of said estate and the property con- ( l•:xecu tor-Administrator) 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 Non~ That the contents of said safe deposit box or boxes are itemized under Schedules ______ of this return, with the exception of the following, for the reasons hereinafter set forth: That Schedule 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 of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule 8 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 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 decedent'•'s,~eath in all other cases; all ~onds, 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 designated as tax free, of the United States, or any state, or political subd~vision thereo~ 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 personal chattels of whatsoever kind or nature, left by decedent, together with-, the fairly 'estimated . -· market value thereof; all bonds and mortga~es held by decedent and of all claims due.,and owing deceaent at the time of death, and all promissory notes or other instruments in writing for the payment ~f 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 at the time of death, with the market value thereof at such time. \ ... .. In the case of securities of close or family corporations, the values reporte.d 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 locati.on, 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 transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a CORY of the deed, trust agreement or other instrument creating the trust. Thert~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or joinqy, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That ScheduleD 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 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 1rnpaid 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. o ary·· ·ub· .. c. BARBARA CRAIG, NOTARY PUBLIC WASHINGTON, WASHII1GTOil COU~TY MY COMMISSIO~ _EXPIRES JUNE 25, 1971}. Do othy 0. Wilson ~~s:::: __ ~a . ....... ·];6s···"F'Wh-Je\''1~1.J:Jb~prive· ................... ~ ............ ,. ...... W.a.~.hJ.ngt.Qn .. , ...... r..a..~ ..... .l.5.3.0 .. l .................................. .. (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. .-------------------------- RC'C-34 (HI41 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 held as joint tenant or tenancy by entireties, report on Schedule ''E". Property held by the decedent 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. (1) The real property located In the Commonwealth of Pennsylvania should be described by lot and block number, street and street number, together with a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a form state number of a- cres; also statement of mortgage encumbrances 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. ASSESSED VALUE 1. 2. 3. ALL that certain lot of ground situate in the Sixth Ward in the City of Washington, Washington County, Pa., consisting of the easterly ten feet of Lot No. 8 and the westerly 30 feet of Lot No. 1 in Wilson Development Company Plan, fronting 40 feet on the northerly side of Wilson Avenue and extending back therefrom in a northerly direction of uniform width a distance of 140 feet. Improved with a two- story frame dwelling house known as 295 Wilson Avenue, detached garage and frame shop building. Souee of title: Deed Book 527 at page 513. Per appraisal by Henry P. Bennet. Lot of ground situate in the Sixth Ward of the City of Washington, Washington County, Pennsylvania, being part of Lot No. 1 in the Anders<n Plan of Lots fronting a distance of 3~ feet on the westerly side of Burton Avenue and extending back therefrom, along the line of Coremont Avenue of uniform width in a westerly direction a distance of 100 feet. Improved with a five room frame bungalow known as 369 Burton Avenue. Source of title: Deed Book 873 page 626. Per appraisal by Henry P. Bennet. Lot of ground situate in the Sixth Ward of the City of Washington, Washington County, Pa., being the esterly 74 feet of Lot No. 56 in Locust Hill Addition Plan, which lot fronts a distance of 52.73 feet on the westerly side of Laurel Avenue, also known as Laurel Street, and extends back therefrom of uniform width in an easterly direction a distance of 74.00 feet to line of lan of Donald E. Dodson, et ux. Im- proved with a four room frame bungalof known as 64 Laurel Avenue. Source of title: Deed Book 903, page 35L Per appraisal by Henry P. Bennet. FOR YEAR OF DECEDENT'S DEATH 2,855.00 3,460.00 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. (2) (3) DEPARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write In this space) 11,800.00 ~ 9,400.00 ~ 12,500.00 ~ 33,700.00 ·• RCC -3-§ . ' COMMONWEALTH OF PENNSYLV.ANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ·.· SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E", 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 or 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. 1. 2. 3. 4. 5. ITEM List and describe fully Household goods and furnishings per attached Exhibit 11 A11 • Bond of John E. Wilson and Loretta B. Wilson, his wife, and George s. Hammers and Louise B. Hammers, his wife, secured by mortgage dated August 3, 1967, of record in the Recorder's Office of Washington County, Pa. in Mortgage Book 694 at page 349 covering Lot No. 38 in Allison & Company Addition in the Seventh Ward of the City of Washington, Washingto County, Pennsylvania, and a partion of Lot No. 55 in Locust Hill Addition in the Sixth Ward of the City of Washington, Washington County, Pa. -principal balanc due Accrued interest due on mortgage bond Savings account No. 11673 in First Feder 1 Savings and Loan Association of Washingt This savings account was in the name of Gordon A. Wilson as trustee for Mary A. Wilson, with Gordon A. Wilson, Jr. named as successor trustee, but was in fact the property of decedent and is being administered as an asset of his estate. Accrued interest on savings account to date of death Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. UNIT ESTIMATED VALUE MARKEr VALUE X X ·1;542.00 21,200.00 106.00 2,107.64 28.92 24,984.56 DEPARTMENT VALUATION (Do not write in this space) CO\r.!OX'IT<: \LTH OF PF.t\NSYLVANI :\. TlU~SFER INHElUTANCE TAX 1\ESIDE\fT DECEDENT SCHEDULE "C" TRANSFERS (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) No (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no)_,__ 'Yi~e_f? __ (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 1 s health at time of making the transfer. (Note 1), (c) Cause of decedent's death. (Note 1), (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) :No.; (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer Y.:es or no) :No.:.: __ _ (b) What was the transferee's age at time of decedent's death? ___ 2 __ 1 ____ _ (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 thf.• property transferred? (Answer yes or no) No (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no)~N~o~----- (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) No (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserverl 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) 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 I I I I I I I DESCRIPTION See Schedule "E" • Item 2 of Schedule E was a savings account established August 21, 1967, with funds of the decedent and is conceded to be fully taxable. Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MAIUCET VALUE (Estimated) DEPT. VALUATION (Dept. Only) RCC-38 COMMONWEALTH OF PENNSYLVANIA THi\NSJ:-~H INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIONS: 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 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 Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-o-wners to the decedent. Description of Property, Date of Acquisition, Name! Unit Address and Relationship of Co-Owners, and Place I Value of Record of Instrument, where Real Estate, 1 1. Checking account in Pittsburgh National Bank in the names of I Gordon A. and Dorothy 0. Wilson. I Exempt because owned in tenancy by entireties. percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest 2. Savings account No. 23188 in First Federal Savings and Loan Association of Washington, Pennsylvania in the names of Gordon A. Wilson (the decedent), Mary E. Wilson (his daughter) and Dorothy I. Wilson (his wife) as joint tenants with right of survivorship. Balance on date of ~ decedent's death-$4,079.53 One-third taxable $4d19, 5~ 1/}fL1../ Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. l.!_9_7_9 .. .5JL~----~ RCO-37 ' '(.12-6 3) l'(.):\D\l):'\\\'E:\l.Tll OF PE!\:'\~YYl.:\NIA THAN.SFER ll'\HEHITAl'\L'E TAX RESIDENT DEL'h:DE!\T BENEFICIARIES AND ADDRESSES 1State full names and addresses of all who h ave an interest, vested, contingent or other· wise, in estate) DorothY o. Wilson 295 Wilson Avenue . Washington, Pa. 15301 Gordon A. Wilson, Jr. 165 Floral Hill Drive Washington, Pa. 15301 Alfred Glenn Wilson 43 w. Walnut Street Washington, Pa. 15301 Robert P. Wilson R. D. # 6 Washington. Pa. 15301 charles L. Wilson 389 Franklin Farm Road Washington, Pa. 15301 John E. Wilson R. D. # 1 Washington, Pa. 15301 MarY E. Wilson 295 Wilson Avenue Washington, Pa. 15301 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 filet.) OR NO BIRTH Widow Yes Mar.l,l904 Equitable life estate Son Yes l/6th remainder Son Yes l/6th remainder Son Yes l/6th remainder Son Yes l/6th remainder .Son Yes l/6th remainder daughter Yes l/6th remainder - Deponent further says that all the above-named benefic~aries are living at this time except below• . NAME DATE OF DEATH RESIDENCE No excentions Will t x9bxi1J~k~ ~ No. Year D< THE :\lATTER OF THE APPRAISEMENT OF THE ESTATE OF GORDON A. WILSON Deceased Late of . . C:i:ty C>f Wa:sh:i.ngton County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL "\"d ~.OJ NDlSNiHS\fA\ Sl1h\1 AO tt'liSt:l~m ·. ot~nnw ll.:lssnu MccJJiJJJl,d MJih~~r6~ McCreight 520 Washin~~n,T~~t ._Building Washington,lfq:1 lpJ~j (Executor-Administrator must complete "As Reported" column #1.) 0 ..... 0 "' "' >-3 P> X P> cr CP' tr:1 "' ,..... P> ,..... ('!) ~>-3 0 ..... ..... § ::s ~ rt ('!) ...... ;;:l ~ 0 ::E! ;:s (t) p. !-tt "1 0 ~ (I) ~ ("t ~ ....... til () P"...--_ en .. () . -::T' 0:1 . : : = (') ~:: '"0 ::c ('!) ('!) ..... P> "' ....... 0 ::l '"C ~ ..... ....... 0 '"016 ..... ..... .g ~ ~ '< en c::: ~ ~ > ::c en en .....:: () () ?" ?" oj > ; ; ~~-~~~~ m·-.: I\J ! ... -!:='" V•' t~:~ '-(J.. 0 GV· I~ ·.c:-. :~o .. ;g_.. ~' NW> •~w"' .. .. !:0 lo,()~('!)~ eoo-g~ ~0 ..... :. • ct \J1 0 c... 0\ o~ ""'~~~"""""" ··~' ~ ~· ~- ·~· ~ ~ "~ ~ N ·~ ~ ~~~ "'-~~~ ....... ~ . it·~,; ·"''""~ . ·'-' 3 \:> 0 -· ~ C1 g . (,., c... . -\ (j ~ ~C) I I . -... .. RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REP'IER TOJ'fl-l6S-3 NOTICE OF FILING OF APPRAISEMENT DOROTHY 0. WILSON & GORDON A. WILSON, JR. (Executor ~Ul. In Re: Estate of ___ ___:::GO:=:R=.::;D::.:O::::N::.....::A:.:•_.:.:.WI=:IS=-:O:::N:...._ _____ _ -----..llW!li>AS..uHu..ILJ.:N~G"""'TO~NOlL-----County -File No. 6)=68-1564 You are hereby notified that the original appraisement in the estate of Gordon A. Wilson has been filed in the office of the Register of Wills qf Washington County on October 7 , 19 69 . Said appraisement reflects· the following valuations: Rea 1 Estate ---'----3.L.3LJ•u7~...::0:.:0~·.:.0.:.0 ___ _ Pe rs ana 1 Pr ope rt y ---"2!idL.!Ir,,,_,9~8~4~·~5~6t--- Jt. Held ~'-----_,..::4t.Z.az.f17~9:.:..•~53::.__ __ Total ____________ ~.~62~,~7~...::6~4~.0~9~----- 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 ___ ~O~c~t~o~b~er~7~,~1~9~6~9 ____ _ Signey4/£ ~ ~1P Title W.R. CHANEY, C APPRAISER DATE OF DEATH: October 30, 1968 • Note: This is not a bill. J COMMONWEAL. TH OF PENNSYL. VANIA TRANSFER INHERITANCE TAX RESIDENT DEcEDENT Co£D o t1 A. SUMMARY Estate of~Wll.S~~O~N~, _ _:·~! ~~l~t-~--J~.,....:_ ____ ___::__ DATE OF DEATH_l_0_-..::...3_0-_6_:8_FILE NO. 63-6S-1564 (Last Name) (First Name) (Initial) 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 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: __ .....,l=0--'07=----=6L9 ____ _ 10-30-68 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 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 FOR USE OF REGISTER ONLY .Q 6% ¥o 10% 15% COMPUTATION OF TAX $ ______ -4--- $ _____________ ~--- $---------4--$ ________ -4--- $ _____________ ~--- VALUE AS REAPPRAISED $ ____________ ~--- Tax on $ -------------+---- Taxon$----------------~--~ Tax on $ ----------------,--t---- Tax on $ -----------------+---- Tax on $ ----------------+--- Exemptions========!== Total Estate---------------+--- • (*) As evidenced by Charitable Exemption Certificates issued TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from -------to ----- .$ $ $ :: $ AMOUNT OF ESTATE TAX ASSESSEJ) $----------1--- Estate tax paid $---~-----J'---- BALANCE DUE Add interest at rate of 6% from ----------~10-------- $ _______ ---.~. ___ $----------4--- TOTAL TAX BALANCE $ ------+---PAID $ _________ -L __ _ FOR USE OF REGISTER ONLY ADJUSTMENTS by the Secretary of Revenue. 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 t No. IN THE Year ........... . MATTER OF THE APPRAISEMENT • OF THE ESTATE OF GORDON A. WILSON Deceased Late of WASHINGTON County of WASHINGTON ·········· ·········· ... Commonwealth of Pennsylvania REPORT AND APPRAISAL l .~ 'V ... Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ........... .9.~~.9Q.~r. ..... 7.1 ..... :;1,9§.9 ............................ . dEPARTMENT OF REVENUE .B~EAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 17 1 2 7 C()UNTY ..................... ~~~~.~~.?.~ ................................ . FILE NO. 63-68-1564 ' ................................................................................................... ! ·Whereas, ....................... G.~:r.49..~ ... A.~ .... w.g~.~~ ..................................................................... late of .................. , ......... ~~.~~~~?.~ ............................................. .. in the County of ................... W~.;;.h.~~.9.:Q ................................................................................. Commonwealth of Pennsylvania, having died on the .. .... .. ............... JQ ... ~.h ................................................. day of ..................... .9..~~.~:t>.~:r. ................................ 19 .. §.~ ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; I Therefore, I, ............... W.!.;R.~ .... Qh~.ey ................................................................................. , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes $ REALTY: See copy of Schedule "A" attached to appraisement 33,700 00 PERSONALTY: See copy of Schedule "B" attached to appraisement 24,984 56 - JT. HELD: See copy of Schedule "E" attached to appraisement 4,079 53 ; Total 62,764 09 form::•:fhbl:~ ::~h~sw<>rzl~CC:O}~tol~~: ~~ 0~~ .. ~Y ~·~~~ ~o~e ~Pilr~ise~~~~~· 1~ ?£ ~-e .......... ~:z··················~········· ppra ................ ,2 ........................................................................................................................... ~············· (/~'"-:~;• ., Penna. I ... . ..... ... . WA$I:I.:m.G'l'ON ... ......... County __ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .GORDON ... A •..... Wl.LSON. ....................... . Deceased. Late of .W.A.?.lJI.~'r.Q.N Date of Death, ........... 9.C:.~9.l:.>~:r. ... J9.t. .... l.::9.§.~ ............ .. Appraisemel!t Docket Vol., .............. 37 ............................... . Page, ..... 16~3 .................... No ....... 63~6.~.15.64 ...... . Filed in Register's Office, .. 9..'?~.<:>?.~.~ .... 7..~ ... 19 .... ~9 Amount of tax due, $ ................................................................... .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal j1'om Appraisement, Entered and charged, ) l I l; (! ' Form RC C-10 ? J-~' f-;0t y t.t' ... DEDUCTIONS ALLOWED IN J ~ .... . I OFFICE OF THE REGISTER OF WILLS •. ~ STATEMENT OF DEBTS AND DEDUCTIONS 'J't Lf I b -v THE SUM OF ............ $ .................... .' ................. . OF __ W_a;.;..S_h_i_n_,_g._t_O_n __ COUNTY ~~~?q. AND AGENT OF THE COMMONWEALTH Register of Wills, Age~! ESTATE OF __ G_o_r_d_o_n_A_, _W_i_l_s_o_n ___ LATE OF __ C_i_t_,y'--_o_f_W_a_s_h_l_· n--'='g'--t_o_n ______ _ DATE OF FILING APPRAISEMENT . z Sept 26 1969 DATii OF DEATH October 30 1968 ~ DATI!: NO. OF NAMii: OF PAYEE REMARKS AMOUNT VOUCHEit 1968 EXPENSES m ADMINISTRATION D ~c.lO Russell Marino, Reg. probate costs 16 50 D ~c.~~ Washington County ReBorts estate notice rfi 00 D ~c .1 Observer Publish1ng o. estate notice 00 1969 an. 8 J Henrv P. Bennet real estate aQpraisal 90 00 A ~;t 3 19 Hubert S. Post furniture appraisal 15 00 s Notarv fees 2 _50 ~ ~g~: ~~ ~ussejJ: warino' usse ar1no. ~~~: fi!i~~ ~~ve£tory 1 1n ec 1on 29 §8 s ~pt. 29 John D. Woodward, Recorder filing Election 7 50 N1 bv i NotarY fees 1 50 1970 A hl" ~ M~f:l"f'>is:rht Mal"l"inP.l" 8r M~CY'P. f:rht -attornev fP.es 2800 00 A )r. 3 Notary fees 2 68 11. 11". Rn~!-':~=>l1 M~T>in() "RI=>O' filino-Account 20 iL969 . FUNERAL ANI BURIAL J n. 8 Stewart F. Barnhill funeral expenses 1495 00 A )r. 24 Kurtz Monument Co. cemetery marker 110 00 .nRRrrS O'R' T nRC'!RDRNrr 1969J :m.l3 Harry R. Cook, City Treas. 1968 School Tax-Laurel Ave. property lb9 5LI J ln.l i Charles S. Badiali,M.D. medical services 382 15 J 3.n .16 Harry R. Cook, City Treas. penalty on 1968 school tax 8 48 o~vv::l ··~ ., :-"l'\ ", ··~ . ~~. _: s I CL() ·-• • ·-J ~ •• ·- (~~~~~~0A ~~ rV I I I I ' I I I I ' I ~~-~.z;--,....---· !';/ 95'-1 u - LA.r-l''i':.J • .L ( .l. COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Washington 88' 1, Dorothy 0. Wilson and Gordon A. Wilson, Jr. HEREBY CERTIFY, THAT. TO THE SEaT OF lloiY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF AcMrNISTRATION suaMITTED To THE ESTATE oF Gordon_ A. Wilson oEcJL&.e&:c. As cEcucrloNs FoR _if)~ ~ (L)~/ INHERITANCE TAX PURPOSES. (L. S.) - _.!.( SWORN AND SUBSCRIBED BEFORE ME THI1:-:m...____;;3;_~-d __ .CAY ~-~u;d.OEPY~~"J.sOn ------~~~~~~~~~~~~--------~/ G~ A. i son, Jr. (L/S.) BARBARA CRAIG, NOTARY PU~t WASHINGTO:l, VIAS~INGTO:l COU:I V MY COMMISSION EXPIRES JUi'IE 2S, 1970 I I I I 1 •· ' ....... ---)" ·, Pt"' I 0 "j "" ' Russci. :" ,\4Ar.:tNo REGtS'TEfi OF WILLS 'iM'ASf1fNGroN co., PA. . ' ' .. -, ) . ,, . ...... • + . ' RCC-81 (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT Dorothy o. Wilson & Gordon A. Wilson (Executor o~ IN 'I'Ol,JR REPLY PLEASE REFER TO 37-168-3 lnherit~nce Tax Division In Re: Estate of __ G;:...o=r=-d=on~A~·-W=ic.=l:.::s~o~n,___....,..,.. _ _,.__,..,.....,.....--....,......~ __ W_a_sh_l._·n__,g~t_o_n ___ County_ File No. 63-68-1564 Dear Fiduciary: You are hereby notified that the__, __ L_i_f_e.,.-_ -~-s_t'--. a~t--=-e~ __ ;__ _____ _ appraisement i11 the estate of Gordon A • W1.lson . .. has been filed in th~ office of the Register of Wi lis of Washington . . . County on Augyst 11 , 19 78 , Said appraisement reflects the following valuations: Life Estate Real Estate ~~~===~-17-,-6-82-:-67~~--~ Transfers------------~~ Jointly Owned--------~-~_,__~ T ota I -------i'!l"-'!7-ll,~6=8=2~.-76..!..7_~...,.._,- 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 nine (9) months (fifteen months when death occurred from De~ember 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rote of six (6%) percent per annum is charged. Any party in interest who' is aggrieved by this notice may object thereto within sixty .days after receipt of said notice as provided by Section 1001 of the lnheritqnce and Estate Tax Act of-1961.·, 72 P. S. 2485.1001, P. ~ / Dote August 11, 1978 Signed~ C.~ ~fir Title Inheritance Tax Supervisor . ~~ Date of Death: October 30, 1968 Note: This is not a bill. t ,~ -'-. RCC-39 (8-pl Gounty, Number and Name # 63 Washingto:n ~ SUMMARY ,, file Number "(>3;..68-1564 .. October Date of Death 30, 1968· I COMMONWEALTH OF PENNSYLVANIA Estate Name Wilson Gordon A. TRANSFER INHERITANCE TAX I (LAST NAME) (FIRST NAME) (INITIAL) RESIDENT DECEDENT REPORT OF INHERITANCE TAX APPRAISER .. I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington I Pennsylvania, do respectfully report that I hove 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: August 11, 1978 ~ ~. C-na..~ INHERITANCE TAX AP R SER ~~ REPORT OF THE REGISTER OF WILLS I I 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 ADJUSTMENTS INVENTORY VALUE AS APPRAISED CODE (HARRISBURG USE ONLY) REMAINDER APPRAISEMENT CODE Real Property (Schedule AI $ 00+ 92+ Personal Property (Schedule B) 10+ Joint-Held Property (Schedule E) 20+ Transfers (Schedule C) 30+ TOTAL GROSS ASSETS Less Debts and Deductions 40-93- (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or _'7. __ PRINCIPLE FACTOR VALUE CODE annuities ••••••••••••••••••••• __ $ 52,910 r4 .33420 I $171682.67 1-/ -- ESTATE TAX ASSESSMENTS __ $ I I .... ..... I FOR USE OF REGISTER ONLY ~ ' COMPUTATION OF TAX I . I .-, I Tax on$ -$ ..... 2% ,...., Tax on $ .l7.btsZ b7 $ L~-1 .060 (}(l (Paid In Full) 6% ~$ -Tax on $ 15% ~, ' Tax on$ ~$ ,.-, Tax on $ $ -.. ., Exemptions * ~) (*} As evidenced by Charitable 0 Total Estate -. Exemption Certificates issued ~ TOTAL TAX $ by the Secretary of Revenue, > Less tax previously paid $ I 0 ... ~ BALANCE $ ..... Less 5% of tax if paid within c '\ 3 months after death $ BALANCE OF INHERITANCE TAX DUE $) I :;'!'{ Add interest at rate of 6% from to $ ' AMOUNT OF ESTATE TAX ASSESSED $ I 'ij/tl/l Estate tax paid $ I BALANCE DUE $ Add interest at rate of 6% from to $ TOTAL TAX BALANCE $ PAID $ I I Supplemental Codes: (FOR USE IN H"RRISBURG ONLY) 48-Adj ustment 60-Life Estate 9 3C-Charity 96-Success i ve 49+Adjustment 92+Remainder Appraisal 94-Remainder Residue Life Estate 56-Annuity 93-Remainder Deduction FOR USE OF REGISTER O.NL Y: ADJ.USTMENTS NOTE: Where subsehent adjustments are made to the above computation of tax by the Register of Wills for proper reason same should e note below, with short explanation. ' ' .. ~·· . ,-- l---1 Will ) Administration No. h :----Year--- IN THE MATTER OF THE='APPRAISEMENT -' OF THE ESTATE OF .::.- "- ' Gordon A. Wilson ' . ' j ·;-1 Deceased ; . ) -Q) -1 ;.-, - Late of Washington ~ "" ..... 1 County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL -, .... ..... f--) ~"\J 0..· -j .-1 1-.... -.:..· ..... , 't' r-, 1' --J .c. h '-, ,-, 4 •· ~-.. -:l 0 ~ '; ...: --.· .'J !;') ~-· :: . -, . ;-. 1.-..-, ~.· ~ f •· -__, . ~) -, ~ ----·--,..,, 1-1 I '. . ----, I .;:; ( !· u r ~ R C C-2 (2-64) D_E<PARTM.ENT OF REVENUE BUf<'EAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT-INHERITANCE TAX APPRAISEMENT DATE couNTY _w_a_s_h_1_· n....;g=-t_o_n ___ _ 63-68 ... 1564 ,FILE. ~0. ---------- Whereas, Gordon A·. Wilson late of _----.:.W:..:a:.:s:..:h:.:i:.sg;z.;t::..::o::.::n=--------- in the County of Washington ~ ~ ., . . Commonwealth of Pennsylvania, having died on the 30th day of October 19 68, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Ross C • Cioppa , 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 o! 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 Life Estate Appraisement Unit Values Appraisement Made for Inheritance Tax Purposes $ Realty: $33,700.00 Personalty: 24.984.56 Gross 56.684.56 D f1 D 5.241.62 Gross 53.442.94 Invasion of Principle 532.50 Residue 52,910.44 Residue $52,910.44 Age Factor (65 yrs,) X ,33420 Val. of Life Estate 17,682.67 17 682 67 17,682 67 '' ~avi~g been duly ~worn according to law, I do hereby certify ~h_a;~the 1bove appraisem~~e in con- formity With Jaw On thiS // ~ day Of _,.//~~'Ll_ -·19.2a. /I ~ ;A C~v~ 8_A-.Ac..~~ '-' / -ippraiser ~{ 0/..·~(!fli~t) ----"'~__;;;--='-"-'---"~~'"'-"--------· Penna. ( PCIIt Oftlee) '• ~ I • .f." I;"') .-, .., ....; ...... H• ~ .; -~ <..;. '' -r ~- ' ..... -- ,,. ., ' ·., !-, I . ) I :-, ., ,..:. .,.. ;J ""' • "1:. ::; ! -· -"J I,. -· ,,_; .=: ·' ~') _-, :,) (_ ~- c -'1 I ) I '? -, -c..:. ~ ~; -· _......, (. .... Washington --") ') ---J '\') -.; Cou11ty RESIDENT INHERI'fANCE TA'X APPRAISEMENT Esta(f! of Gordon A. Wilson Deceased. ,. -Late of --, ; ..::: ~-., ; :l.i. :'\1 := ~:· :~ :J?ashingto"h~ -~-- -, '? l-' . -'"'I l "':. ~ ; .... j' i .._ . ' -i ...... <~ 0 01 -~-=' IJ__Gic ~ Death, October JO, 1968 u .J ., ~., '.-, Ajipraise111efl! Docket Vol. • --J 37 Page, 11 J,p8-3 No. 63-68-1564 Filed i~· Register's Office, Aug. 11 19 78 Amount of tax due, $---------- -lJ :.; ........... ~DEP AR1'MENT OF..-REVENUE 0 1 n ~ ';) ·1 11 ;;,' :..) '-; ·~ ~~ K /) .. """' :;., ; -, ... ~ ~ ..:;· ' 'Received, ' . ';) "- . . . -1 ., I .., ) Examined and Appro-z-wl, • . -, W b . ..) • 4 rote a O.!tf. Apprmsement, ~.;..·_..;·...;•:.:.· _____ __;)... u .J ... ~ ~~~ ,-~ ~ Appeal j1'om Appraisement, 4 .... J 4 ,...,.; ;) .· .> ,..,. '' r ,> .:) ..1 ~ ·' Entered and charged, ___ ... _._..;u;,------n· .. .... ._. ru ~ ~ -' ~) • 1 :.> -.....,. ., .J '-' ' . . r _.., :;., •' 0 ,J ~ :--> ' .., •• :\) • ) ;:'IJ ,....., .. ' '! ... ~ ~~ .·) .... ;..; ~ ~ ;.., ~ ' ) ;..-,. ,"} ., :.v ') ('1 ~-, ... ,__. u -: ~· ,. . .: ...: ~ .J ~,. V') <::\ ;:_ :·') h ....... ~ I "'" .., _ ... , '' 0.) (\J !rJ :•J ... -' _.; :'\i .;... ~ . ., ; "\1 ' ":) :u (J ' ~~ ~ i 4 :-, ) ..... • .J ._, ~ ("') ~"'.., (,..~ .., ., :_~ -' tu ,. ~) '"' -' (. r ~J ? ., . ) .1.1 ._) I ,• .J ' ~ l --~) ;..1 ., :.) --1- ,) ~ ~ ;:) .,. _, "J -, ·,• M· ~j _..., -, I :- -+ . , . .--, ..., . ., ... 1 '-:- ... .., •J ,. • • .J "J ~ '" REV-);flO EX+' (11-91) INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ~·· ;/. ... z 11.1 Q 11.1 v 1.1.1 Q ' ... :3 z c::: 11.1 c::: Q oz vo a.. z 0 ~ ... ::;) a.. ~ 0 v >< ~ A. Wilson Avenue Washington, Pa. 15301 201-20-4313 D 1. Original Return 0 .4. limited Estate D 6. D 2. Supplemental Return 0 Aa. Future Interest Compromise (for dates of death after 12-12-82) 0 7. Decedent Maintained a living Trust of IKJ 3. · Remainder Return (for dates of death prior to 12-13-82) 0 5. Federal Estate Tax Return Required _ 8. Total Number of Safe Deposit Boxes 50 West Wheeling Street Washington, Pa. 15301 222-6350 1. Real Estate (Schedule A) ( 1) 16 0 , 9 0 0. 0 0 2. Stocks and Bonds (Schedule B) ( 2) ---------- 3. Closely Held Stock/Partnership Interest (Schedule C) ( 3) ---------- .4. Mortgages and Notes Receivable (Schedule D) ( .4) ------~--- 5. Cash, Bank Deposits & Miscellaneous Personal Property( 5) _....::1:...:0'!...L, .:::2...::6:...:3~ • .=8..=8:...._ __ _ (Schedule E) 6. Jointly Owned Property (Schedule F) ( 6) ---------- 7. Transfers (Schedule G) (Schedule L) ( 7) ---------- 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9) ---------- Expenses (Schedule H) 10. Debts, Mortgage liabilities, liens (Schedule I) (10) _______ _ 11. T otol Deductions (total lines 9 & 1 0) 12. Net Value of Estate (line 8 minus line 11) 13. Charitable and Governmental Bequests (Schedule J) 1.4. Net Value 12 minus line 1 ( 8) 171.163.88 ·--- (11) --------- (12) 171 I 16 3 o 8 8 (13) --------- 17L 163.88 15. Amount of line 1.4 taxable at 6% rote (15) ....l2L 16 .J...3 .._. !.LC8 8>.~.---X .06 = 10,269.83 (Include values from Schedule K or Schedule M.) 16. Amount of line 1 A taxable at 15% rote (Include values from Schedule K or Schedule M.) (16) _________ x .15 = 17. Principal tax due (Add tax from line 15 and from line 16.) (17) _ ...... 1 .,.0...,_ • ..w2 ...... 6....L9~. _._.8 ........ 3 ___ _ 18. Credits Spousal Poverty Credit Prior Payments Discount Interest + + ____ _ (18) --------- 19. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. (19) ----------- li'!D 20. If line 17 is greater than line 18, enter the difference on line 20. This is the TAX DUE. (20) 1 0 I 2 6 9 ~,_.,:B'""'j..__ __ _ A. Enter the interest on the balance due on line 20A. (20A) ----------- B. Enter the total of line 20 and 20A on line 208. This is the BALANCE DUE. (208) ----------- Make Check of Wills, ~;:A:%;\zi,~t:[;~i{~;tt;Wt:~~'~!'i~:;~:Jit.;r~E'"$4Jl.~·:11':91~~WER'~~f:~O~ttQ~t~~J:tR~YE~$fLSti:)~~~tt~i,!(~J\I~~fl~~~~l';I-J:~~:~r~2l'!iiiXi~:;l!)rt!:~,;;!-~ '~;iY;\*~YDfrlJ Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative is based on oil information of which reparer has any knowledge. ' .,. DECEDENT -GORDON A. WILSON 63-68-1564 STATEMENT AS TO REMAINDER RETURN BEING FILED IN 1993 The Trust established by paragraph 2 of the Wi 11 of decedent terminated on January 20, 1993 when the occupancy of the "home at 295 Wilson Avenue, Washington, Pa." by Dorothy 0. Wilson (sur- • 0 0.::: .::: d d J..) .. 0 J.. • v1v1ng Wl~e o~ ece en~ ~ermlna~ea. The real estate values reported on Schedule "A" are 100% of the current market values in January 1993. The Appraisement filed at the above number on August 11, 1978 appraised only the life estate of the widow. Pursuant to the oral i:1structions of Paul Dibert, Manager of the Specialty Tax Unit, of the Department of Revenue, the values are now reported at the full 100%. REV-f50~ EX+ (12-85) ' ' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WILSON, GORDON A. SCHEDULE A REAL ESTATE FILE NUMBER 63-68-1564 (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM NUMBER DESCRIPTION 1. Lot in the 6th Ward of the City of Washington, Washington County, Pa., fronting 40 feet on the North side of Wilson Avenue; with a dwelling house, garage and shop building; known as 295 Wilson Avenue. Per attached appraisal 2. Lot in the 6th Ward of the City of Washington, Washington County, Pa., fronting 35 feet on the West side of Burton Avenue; with a frame dwelling; known as 369 Burton Avenue. Per attached appraisal 3. Lot in the 6th WArd of the City of Washington, Washington County, Pa., fronting 52.73 feet on the West side of Laurel Avenue; with a dwelling house; known as 64 Laurel Avenue. Per attached appraisal TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of some size.) $ VALUE AT DATE OF DEATH 70,900.00 43,000.00 47,000.00 160,900.00 MARIE GUIDOS BROKER Howard E. Goldfarb, Esquire 50 West Wheeling Street Washington, Pennsylvania 15301 Dear Mr. Goldfarb: GUIDOS REAL ESTATE 228-9700 98 EAST MAIDEN STREET WASHINGTON, PENNSYLVANIA 1 5301 January 22, 1993 In accordance with your request and for the purpose of estimating the fair market value of the two-story aluminum sided dwelling, erected upon a lot fronting on Wilson Avenue, situate in the Sixth Ward of the City of Washington, Washington County, Pennsylvania, and having a mailing address of 295 Wilson Avenue, Washington, PA 15301, I have inspected the said property and made an investigation and analyses of matters pertinent to the estimation of its value. In my opinion, as of January 15, 1993, the value (see Definition of Market Value, attached) of the property described is: SEVENTY THOUSAND NINE HUNDRED DOLLARS . . . . . . . . . . $70,900.00 I Respectfully submitted, ~~·-L'~ Marie Guides, IFA Appraiser "THIS APPRAISAL REPORT HAS BEEN PREPARED FOR THE EXCLUSIVE BENEFIT OF Atty. Howard Goldfarb/Est. of Gordon A. Wilson, Dec. IT ~~y NOT BE USED OR RELIED UPON BY ANY OTHER PARTY. ANY PARTY WHO USES OR RELIES UPON A~Y INFOR}~TION IN THIS REPORT, WITHOUT THE PREPARER'S WRITTEN CONSENT, DOES SO AT HIS OWN RISK." ,' I SKETCH OF DWELLING known as: 295 Wilson Avenue Washington, Pennsylvania 15301 TWO-STORY ALUMINUM SIDED DWELLING , /3. iS .... ~ ~ I 67o~:y ~ ' 672 SF Basement Area "NOT TO SCALE" '. ~· ·~ I GR~~ ~T'!~ I 228-9700 ~. -~ MARIE GUIDOS BROKER 98 EAST MAIDEN STREET WASHINGTON, PENNSY-LVANIA 15301 Howard E. Goldfarb, Esquire 50 West Wheeling Street Washington, PA 15301 Dear Mr. Goldfarb: January 21, 1993 In accordance with your request and for the purpose of estimating the fair market value of the one-story aluminum sided dwelling fronting on Burton Avenue, situate in the Sixth Ward of the City of Washington, Washington County, Pennsylvania, and having a mailing address of 369 Burton Ave., Washington, PA 15301, I have inspected the said property and made an investigation and analyses of matters pertinent to the estimation of its value. In my opinion, as of January 15, 1993, the value (see Definition of Market Value, attached) of the property described is: FORTY-THREE THOUSAND DOLLARS . . . . . . . . . . $43,000.00 Respectfully submitted, Marie Guidos, IFA Appraiser "THIS APPRAISAL REPORT HAS BEEN PREPARED FOR THE EXCLUSIVE BENEFIT OF Atty. Howard Goldfarb/Estate of Gordon A. Wilson, dec. II MAY NOT BE USED OR RELIED UPON BY ANY OTHER PARTY. ANY PARTY WHO USES OR RELIES UPON ANY INFORMATION IN THIS REPORT, WITHOUT THE PREPARER'S WRITTEN CONSENT, DOES SO AT HIS OWN RISK." ' "' ' . S U B J E C T P R 0 P E R T Y Front View of Dwelling Rear/Side View of Dwelling MARIE GUIDOS BROKER Howard E. Goldfarb, Esquire 50 West Wheeling Street Washington, PA 15301 Dear Mr. Goldfarb: REAL ESTATE 228·9700 98 EAST MAIDEN STREET WASHINGTON, PENNSYLVANIA 1 5301 January 20, 1993 In accordance with your request and for the purpose of estimating the fair market value of the one-story aluminum sided dwelling fronting on Laurel Avenue, situate in the Sixth Ward of the City of Washington, Washington County, Pennsylvania, and having a mailing address of 64 Laurel Avenue, Washington, PA 15301, I have inspected the said property and made an investigation and analyses of matters pertinent to the estimation of its value. In my opinion, as of January 18, 1993, the value (see Definition of Market Value, attached) of the property described is: FORTY-SEVEN THOUSAND DOLLARS • • . . $47,000.00 Respectfully submitted, Marie Guides, !FA Appraiser "THIS APPRAISAL REPORT HAS BEEN PREPARED FOR THE EXCLUSIVE BENEFIT OF Atty. Howard Goldfarb/Estate of Gordon A. Wilson, dec. IT ~~y NOT BE USED OR RELIED UPON BY ANY OTHER PARTY. ANY PARTY WHO USES OR RELIES UPON ANY INFOR}~TION IN THIS 'REPORT, WITHOUT THE PREPARER'S WRITTEN CONSENT, DOES SO AT HIS OWN RISK." ., ... _. .: . .'·, . .. , (, SKETCH OF DWELLING known as: 64 Laurel Avenue Washington, Pennsylvania 15301 ONE STORY FRAME/ALUMINUM SIDED DWELLING 1,099 SF Gross Living Area 1,099 SF Gross Basement Area ...3f'. 7 I "NOT TO SCALE" c:{f, J I . REV-1508 EX• (2·87) ' . ' ,.J SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN . RESIDENT DECEDENT . PERSONAL PROPERTY Please Print or Type ESTATE OF WILSON, GORDON A. (All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F) ITEM DESCRIPTION NUMBER FILE NUMBER 63-68-1564 1. Household goods and furnishings. Value here is total of net proceeds received from auction sale of April 7, 1993 VALUE AT DATE OF DEATH 10,263.85 TOTAL (Also enter on line 5, Recapitulation) S 10 1 2 6 3 • 8 8 (AHcch cdditicncl 8Y:t" x 11" sheets if mere space is needed.) ·.·· . : ~ . < L/Cf.NSED AUCTIONEERING RANDY L. SHOOK 244 North Ave., Washington, PA 15301 n< .. .J z <?3 DATE-......... ~· ................................... _ .. ___ ,, __ ......... _. __ ,,, .. f~ ~~ :>-\ b e--vcl.-_ w ~L-._ SALE FOR ....... ; ....................... ::S ..... _ .............. -... ·---------· BONDED. PHONE: 412/222-1261 PAG ! .... ___ ............... _ .. w~~-~-wlb6C .... v'\.. t53o I TERM 8 .................... -.......................... -.... ---.. ·--.. -................ ___ , ................... -..................................................... Clerk Check ARTICLE PURCHASER Amount I Paid ~~ c-c-· l ~ --\~>A. \ l l 7 7.?.. I :s D £~;..,--<..t..L.l 1;522-~s- ~ \ ~-~\ ·o Z.i-3 <G:) I _1 • ~' oC/ I I Pt :/.;; ., "'I tJ " l2'-"'-€'__o..,'-..-'.LQ...() I I I Av..<.-L,.. ... ~"'-"'i·/"'-.. i l/ 2 2.5" !"':)· . (•. ~ -~ 0.-I \-)\-""-\..,:\........,.-, """'~-·-ICO - . ~ ~ \..0 A~O::, \___ Q · . 2~~~o -c~~(--~ ·'\'V\. ;o~,'-Ceo 1-"" ... c.:_zvi.~ 3/3o(r3 I ! , .... ~.:...\:........~ c-\ N.. ~ I I I I ...-4 ::s I I I I I I ~· /)'-\_\);,;...........;_ -'\';--~, ~~ jo -.--~f>-"\ ~t>~~ 30 - ~- ~ --~~ So \.)'-"? -\ -:-r-- ~~ --v~ z.o -\ ~ ..... - Q~ ~e.l /2.0 - ~~~ \'\.~\~~ 2.o - -~~ \_!_..,,., ('.;"<..-..._ ..<.o - I (\. c_,.__,j. ~ I ~~"" :<.o - Q'-k-N-·\..'-~d,;..,.~ ~0 - iG:-:53 6sl I ~~~~ ~ l~.s-1 I I ('\. . ~ -I -ti-P,~ i ... • R,EV-1513~X+ (2-87) •• • COMMONWEALTH OF P£NNSYLVANIA SCHEDULE J BENEFICIARIES ESTATE OF INHERITANCE TAX RETURN RESIDENT DECEDENT WILSON, GORDON A. ITEM NUMBER 1. 2. 3. 4. 5. 6. ITEM NUMBER 1. NAME AND ADDRESS OF BENEFICIARY A. Taxable Bequests: Gordon A. Wilson, Jr., 165 Floral Hill Dr., Washington, Pa. 15301 A. Glenn Wilson; 43 W. Walnut St., Washington, Pa. 15301 Robert P. Wilson, R. D. #4, Washington Pa. 15301 Charles L. Wilson, 389 Franklin Farms Rd., Washington, Pa. 15301 John F. Wilson, 535 Wildwood Ln. East Deerfield Beach, Fl. 33442 Mary A. Ferguson, 4006 Econ Trail, Orlando, Fl. 32817 NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: FILE NUMBER 63-68-1564 RELATIONSHIP Son Son Son Son Son Daughter TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ (If more space is needed, insert additional sheets of same size) AMOUNT OR SHARE OF ESTATE 1/6 1/6 1/6 1/6 1/6 1/6 AMOUNT OR SHARE OF ESTATE ~ ... ' ~ ....... :, ... J. .... n 0!::::1 ~:~~~ }··""'""""'" .... :::!~ .. tft::i;~;!C:·: ("· .. J -t::::) .r.·::·:·.:.:::li (,,,,,,) r:<':·.::::•1 t.,.,l., .• .~ .... ,,,. ~::::::) _,,;:;:;.,., !.. .. J.w .. ./. f;;,~~~?. lj·;:;. /i;.~:.·:: •.. ::r· ~·::!,r:~:; .. .. ;/ 1 .. 1 ..... 1 , •• fl''~i .. : ... (''·•.J 1-..... .......... 1 t'' ... ,,_ .. ·C.l'"~• ~;;;~:::: \;:_ ... ,;''")! ::: ';i!i~ I -i::::c:' :::i::: .;::~~~~~5 c::::' =~!:.,: 'l.: ... p ·~ ....... ~! r::JI~;:r .. ,;::;( 11... .. 1,. ..... ...1 .r·····: :!!;:::· c~.!m::::::. j'"!' ., '"' ::;~C~-:C-C--i~~C=C~---'---~-----·----.. -·· __ ._" --=---=::--·. ==:: ~=C-;. . , REV-1547 EX AFP (10-93) COHHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 ESTATE OF WILSON DATE OF DEATH 10-30-68 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX A FILE NO. COUNTY -ACN DATE 03-01-94 63 68-1564 WASHINGTON 102 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" HOWARD E GOLDFARB 50 W WHEELING ST WASHINGTON PA 15301 REMIT PAYMENT TO: REGISTER OF WILLS WASHINGTON CO COURT HOUSE WASHINGTON, PA 15301 Amount Remitted CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS RE-v:is4-7-~~--AF~--flC-:;~l--NCiffCE--cf--I1iHER-f~A~iCe-r-AX-A-~~~A-fS~If€~T~--Atl-CaAifC~-o~i---------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WILSON GORDON A FILE NO. 63 68-1564 ACN 102 DATE 03-01-94 TAX RETURN WAS: (X> ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST -SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: REMAINDER RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule Bl 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule Dl 5. Cash/Bank Deposits/Misc. Personal Property (Schedule El 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests (Schedule J) CHANGED (1) 160,900.00 (2) .00 (3) .00 (4) .00 (5) 10,263.88 (6) .00 (7) .00 (8) 171,163.88 . (9) .00 (10) .00 (11) .00 (12) 171,163.88 (13) .00 !1'-:) 171,163.88 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 and 17 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 taxable at 67. rate (15) 171, 16 3 • 88 X. 06 : __ __;1::..;0~,:..:::2:..:::6..;.9..;. • .;;.8;;;..3 16. Amount of Line 14 taxable at 157.. rate (16) _____ _..;..• 0;;..0;;. X.l5 =------~· .;;.0.;;..0 17. Principal Tax Due (17) ___ ...;;;1..;.0....:,,..;;;2..;.6.;;.9~ • .;;.8.;;..3 TAX CREDITS: PAYMENT 'RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-) I 11-24-93 816372 429.85-10,269.83 f ~~ 4 5~ 'f Ci'""'t 3 ·- INTEREST IS CHARGED FROM 11-25-93 TO 03-16-94 TOTAL TAX CREDIT 9,839.98 AT THE RATES APPLICABLE AS OUTLINED REVERSE SIDE OF THIS FORM.~ • IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ON THE BALANCE OF TAX DUE 429.85 INTEREST 9.24 TOTAL DUE 439.09 IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) FOLD HERE ------··---..,.,.----··---··· . ' RECEiVED FROM: Howard E. Goldfarb, Esq. 50 W. wheeling St. Washington, Pa. 15301 A. REMARKS SS# 201-20-4313 SEAL TAXPAYER ACN a . ASSESSMENT m CONTROL AMOUNT NUMBER 1 0 1 $438.17 Remainder FOlD HERE fa TOTAL AMOUNT PAID __ $_4 _ 3_8_._1 _7 __ _ RECEIVED BY ~-,£t= ~ 7 SIG'FJATURE , I. / /(j~ ------------------------------------ P.~V~1547 EX AFP (10-93) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF·REVENUE BUREAU OF INDIVIDUAL TAXES 0 4-1 ACN 102 DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX DATE 03-01-94 ESTATE OF WILSON A DATE OF DEATH 10-30-68 FILE NO. COUNTY 63 68-1564 WASHINGTON NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"" REMIT PAYMENT TO: HOWARD E GOLDFARB REGISTER OF WILLS 50 W WHEELING ST WASHINGTON CO COURT HOU WASHINGTON PA 15301 WASHINGTON, PA 15301 I Amount Remitted CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS ...... RE1i=is4-7-Ex--AFP--fio-:9j)--NoiricE--oF-i-NHER-ifiN-cE-T-AX-A-PPR]risEifENT~--A[i:owiN-~E-o_i _______ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WILSON GORDON A FILE NO. 63 68-1564 ACN 102 DATE TAX RETURN WAS: I X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST -SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: REMAINDER RETURN 1. Real Estate !Schedule A) (1) 1601900.00 2. Stocks and Bonds !Schedule B) (2) .00 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 4. Mortgages/Notes Receivable (Schedule D) (4) .00 5. Cash/Bank Deposits/Misc. Personal Property !Schedule E) (5) 101263.88 6. Jointly Owned Property !Schedule F) (6) .00 7. Transfers !Schedule G) (7) .00 8. Total Assets (8) 171 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Administrative Costs/ Miscellaneous Expenses (Schedule H) (9) .00 10. Debts/Mortgage Liabilities/Liens I Schedule I) 110) .00 11. Total Deductions Ill) 12. Net Value of Tax Return (12) 171 13. Charitable/Governmental Bequests !Schedule J) 113) 14. Net Value of Estate Subject to Tax (14) 171 SE 03-01-94 ,163.88 .00 ,163.88 .00 ,163.88 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 and 17 will reflect figures that include the total of ALL returns assessed to date. --ASSESSMENT OF TAX: 15. Amount of Line 14 taxable at 6% rate (15) 171,163.88 X.06 = 10 16. Amount of Line 14 taxable at 15% rate (16) .00 X.l5 = ,269.83 .00 17. Principal Tax Due (17) 10 ,269.83 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-) 11-24-93 816372 429.85-10,269.83 INTEREST IS CHARGED FROM 11-25-93 TO 03-16-94 TOTAL TAX CREDIT 9,8 39.98 29.85 9.24 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.* * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. BALANCE OF TAX DUE 4 INTEREST TOTAL DUE 4 39.09 I IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQU IF TOTAL DUE IS REFLECTED AS A ""CREDIT" ICR), YO A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INST IRED. U MAY BE DUE RUCTIONS.) RESERVATION: Estates of decedents dying on or before December 12, 1982 --if any future interest in the estate is transferred PURPOSE OF in possession or enjoyment to Class B (collateral) beneficiaries 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 Class B (collateral> rata on any such future interest. NOTICE: To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 22 of 1991. 72 P.S. Section 2140. PAYMENT: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Hake check or money order payable to: REGISTER OF KILLS, AGENT All payments received shall first be applied to any interest which may be due with any remainder applied to the tax. REFUND (CR>: A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13131. Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service numbers for forms ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and. within local Harrisburg area (717) 787-8094, TDDI (7171 772-2252 (Hearing Impaired Only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: ADMIN ISTRATIVE --written protest to the PA Department of Revenue, Board of Appeals, DEPT. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR .--appeal to the Orphans' Court. CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 3 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: INTEREST: If any tax due is paid within three (3) calendar months after the decadent's death, a five percent (57.) discount of the tax paid is allowed. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the data of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (67.) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rata which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 1994 are: Year Interest Rata Daily Interest Factor Year Interest Rata Daily Interest. Factor 1982 207. .000548 1986 107. .000274 1983 167. .000438 1987 97. .000247 1984 117. .000301 1988-1991 117. .000301 1985 137. .000356 1992 97. .000247 1993-1994 77. .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. REV-1607 EX AFP (1-91) , COMMONWEALTH OF PE~NSVLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 ESTATE 0 WILSON DATE OF DEATH 10-30-68 GORDON / /3~ ACN 102 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 04-25-94 A FILE NO. 63 68-1564 COUNTY WASHINGTON NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE ADDRESS SHOWN. HAKE CHECK PAYABLE AND REMIT PAYMENT TO: ' HOWARD E GOLDFARB 50 W WHEELING ST WASHINGTON PA 15301 REGISTER OF WILLS WASHINGTON CD COURT HOUSE WASHINGTON, PA 15301 Amount Remitted ESTATE OF WILSON GORDON A FILE NO. 63 68-1564 ACN 102 DATE 04-25-94 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT: 02-22-94 PRINCIPAL TAX DUE: ............................................. . PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST (-) 11-24-93 816372 429.85- 03-04-94 864547 8.25- If IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1 1 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ, AMOUNT·PAID 10,269.83 438.17 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J 10,269.83 10,269.90 .07CR .00 .07CR J PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. All payments received shall first be applied to any interest which may be due with any remainder applied to the tax • • REFUND CCRl: A refund of a. tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" CREV-1313). Applications are available at the Office of the Register of Wills, any of the 24 Revenue District Offices, or by calling the special 24-hour answering service numbers for forms ordering: NEW IN PENNSYLVANIA 1-800-362-2050, outside Pennsylvania REPLY TO: DISCOUNT: INTEREST: and within the local Harrisburg area (717) 787-8094. Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, .ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount of the tax paid is allowed. Interest is charged beginning with first day of delinquency, or nine (9) months and one Cll day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 1994 are: Year 1982 1983 1984 1985 Interest Rate 20% 16% 11% 13% Daily Interest Factor .000548 .000438 .000301 .000356 --Interest is calculated as follows: ~ Interest Rate 1986 10% 1987 9% 1988-1991 11% 1992 9% 1993-1994 7% Daily Interest Factor .000274 .000247 .000301 .000247 .000192 INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest.computation date shown on the Notice, additional interest must be calculated. RECEIVED FROM: Howard E. Goldfarb, Esq. 50 West Wheeling St. Washington, Pa. 15301 FOlf HERE ESTATE INFORMATION: r:t FILE NUMBER ~ 63-68 ... 1564 El NAME OF DECEDENT (LAST) 1'1 Wilson Gordon A. IIi DATE OF PAYMENT Nov. 24 l 3 EJ POSTMARK DATE COUNTY Washington DATE OF DEATH 10 ... 30-68 REMARKS ss 201-20 ... 4313 SEAL (FIRST) (MI) 07-jtf-3 REGISTER OF WILLS ACN ASSESSMENT '=' CONTROL lii!l NUMBER l 01 REt1AINDER AMOUNT $10,269.83 m TOTALAMOUNTPAID $10t269.83 FOlD HERE FOlD HERE RECEIVED FROM: Howard E. Goldfarb. Esq. 50 w. wheeling St. Washington, Pa. 15301 A. 1994 ·. 10-30-68 REMARKS '· ' SSI 201-20-4313 SEAL ACN I ASSESSMENT m CONTROL AMOUNT NUMBER 1 01 $438.17 Remainder fOlD HERE .. $438.17 ... TOTAL AMOUNT PAID ______ _ ~_/[ -/~) RECEIVED BY_ ~J~:..-, . <::j. _d;r-, ·(_j,e~..- 1 SIGNATURE !. l /{.f REGISTER OF WILLS r/ . ~------~-~------------~~----~---------------