HomeMy WebLinkAboutOC1968-1567 - ESTATE OF LEGGOR C C-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
ARTHUR B. STOUT
(Executor or ~
IN YOUR REPLY PLEA8E
REFER TO
In Re: Estate of ___ ....:J:..:EAN=.:.......:.A:..:•:..__:LEGGO==';__ _______ _
____ W_AS_H..:...I:..:.NG~TO..:...N:..:._ ______ County -File No. 9402-134
Dear Mr. Stout:
You are hereby notified that the~~•~r~i~g~i~na~1~--------
appraisement in the estate of ____ ~J~ea~n~A~·:..__:L~e~g6g~e ___________________ __
has been filed in the office of the Register of Wills qf Washingten
County on July 13 , 19Q1.. Said appraisement reflects the
following valuations:
Real Estate ___________ ~N~on~e~-------
Personal Property ____ ~1~8~1~,~9~7~6~·~4~0 ____ _
Jt. He1lliltx1oBtlll u· _____ ___,11!:.o3L,ll,c..!:::O..L37~.W!O::.:::b __
Tot a 1 ----------•lJ..9J..5,1-lOO"'-l'' .:..c'3L.J·uo41>l116~;_ __
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 (5%) percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date ___ ~d~Ul~y~1~J~,-=1L96~7~-----Signed~~ CL 77rY~
Title W.=~F APPRAISER.,.
DATE OF DEATH: March 29, 1967
Note: This is not a bill.
IEGGO, JEAN A.
'•
R?8IDENT DECE::J~NT .SUMMARY
FILE # 9402-1.34
I. the unrlersigned
# 63 WASHINGTON
ft~<'YOHT OF INHERITANCE TAX APPRAISER
rtuly appointed Inheritance Tax ~ppraiser in and for the County of
the real and personal
opposite each item in
, Pennsylvania, do respectfully report that I have appraised
property as reported in the foregoing return at the values set forth
the last column to the right in Schedules "A", "B", "C" and "E".
na ted: 07-13-67
0.3-29-67
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for WASHINGTON
County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts
claimed by deponent, except as to those i terns where a greater or lesser amount is set for.th
in the last column to the right in Schedule "F", which greater or lesser amount represents
the sum allowed as a deduction.
Dated: 07-ID3-67
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
annuities
ESTATE TAX ASSESSMENTS
FOR USE OF REGISTER ONLY
Tax on $
Tax on s ·~·-
!'5%
10%
')cf/ s.;:,. 0 Tax on !!:
Tax on $ 1.24.213·26 :_c.l~
:T(:) Exemptions
Total Estate
TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
3r~NCE OF INHERITANCE TAX DUE
Add interest at rate of A% from
to
J VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$ None ·-$ None $
181, 9k9.L,3._
'None
1J,QJ6..0Q_
194,985.4,9_
= 4Q,42~.zg=
154,555. 7~-
$ ____ _
~ ------
181,967 ./:tO._
None ·--· -~l3,!D..36. 06. ·~
195,003.46._
:: = ; 49,.469 :L,q=
154,57.3. 7~-
COMPUTATION OF TAX
d> ~~)
!t ~ I $
~
// c7 c. .-6 .7:; ·.: ij ,v'/o .. !i.3 23,186.06 := ~ /b.3../..Jt.o ~ c.s d ;;
$ ____ _
* =====·-$ _____ _
*=======
('!') As evidenced by Chari table Exemption
Certificates issued by the Secretary
of Revenue.
~----------·------
$--~----AMOUNT OF ESTATE TAX ASSESSED $ _____ _
Estate tax paid $ _________ __
BALANCE DUE
Add interest at rate of 6% from
to
FOR USE OF REGISTER ONLY
TOTAL TAX BALANCE
PAID
ADJUSTMENTS
$
~----------~--
$ ________ ,._
$ ______ _
$
NOTE: Where subsel'}uent 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.
.£: • . "
.;
...
~-
~ 5'+?--.. ·~
Will
Administration ( No.
P.l1 THE
Year
.\lATTER OF THE APPRAISEMENT
OF THE
EST:\.TE OF
.JEAN .. A. LEG:GQ
Decea'Sed
Late of HANOVER TWP. .. . . . . .. ... . . . ..
County of .. WASHINGTON ..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.t_ ~:"'"
t
·~
...
{
.. ..
. t
~:
'
·. MELLON NATIONAL BANK AND TRUST COMPANY
GATEWAY CENTER OFFICE BUILDING TWO AT PENN AVENUE
PITTSBURGH 30, PENNSYLVANIA
Mr. W. R. Chaney, Chief Appraiser
Commonwealth of Pennsylvania
Department of Revenue
Inheritance Tax Division
244 Washington Trust Building
Washington, Pennsylvania 15301
Dear Mr. Chaney:
June 8, 1967
We are pleased to reply to your letter of June 7, 1967
requesting confirmation of balances for the late Jean A. Leggo of
Washington County.
At the date of her death, March 29, 1967, there were
balances in the following accounts:
#409-1675 in the name of Jean A. Leggo or Jean A.
Stout Balance: $1, 809. 55
#409-1974 in the name of Jean A. Leggo
Balance: 17. 97
Account #188-9657 is the Estate Account opened April 13,
1 9 6 7_ for~:$ 9,:2 9 ~ ~ 3. . ___ ......,.,_.....,.-"-=-::::~-·
WLD:emb
' " <
We trust this to be the desired information.
;;:;;~
Wm. L. Davidson
Assistant Manager
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
JO~t"£J,!j.5:!£~~
WASHINGTON, PENNSYLVANIA
15301
244 \"Ia.ehington Trust juilding
July 19, 1967
DOUA R SAVINGS BAt~
FOURTI1 & SHITHFIELD
PITrSBURGH, PENNSYLVANJJ\
RE:
Gentlemen:
Estate of JEAN A. I.JroGO
Late ot lvASliNG'l"'N COUNTY
Date of death !WtCH 29, 1967
We would like some 1nfol."'JJ'lation in the above mentioned. estate. \ihen the
bank account was opened• in whose name or llamee and the balance as of date
o£ death. ·
••Savings Account in the DOLL\R SAVU.TGS BANK, Fourth Avenue and
Smithtield Street.,. Amount :reported $10.433.76.
An earlir reply will be greatly appreciated. Thank you.
/led
i
I
I l
I
I I
I
I
I
j
I
I
,-----------------------------------
-J '
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
WASHINGTON, PENNSYLVANIA
15301
244 Washington Trust Bldg.
MR. ROBERT L. SCHRIF'f
INHERITANCE TAX DIVISION
BUREAU OF COUNTY COLLECTIONS
DOEHNE nUILDING
26 S. FOURTH STREET
HARRISBURGt PENNSYLVANIA 17127
Dear Mr. Schrift:
December 19, 1968
Re: Estate of JEAN A. LEGGO
Late of WASHINGTON COUNTY
Date of death March 29, 1967
File # 9402-134
An error tvas made on the aj)praisement in the above mentioned estate.
The bank account opened for the Estate and in the Estate name was
reported on the appraisementt namely item 12 on Schedule nB"attached
to the appraisement. This amount should be deleted from the appraise.
ment.
Also the Debts and Deductions filed with the appraisement which was
filed in Harrisburg July 13; 1967 are in errorG These. should be
voided and the copy of the enclosed Debts and Deduction should be
attached to the appraisement.
The attorney who was handling this estate died, Mr. Edward V.
Scian~nna, and another attorney or his secretary made up the
appraisement and included the above stated bank account and also
filed the incorrect Debts and Deductions.
As you may recall I spoke to you on the phone about this. estate.
May we have permission to correct the errors ? Awaiting your
reply, as this estate is going to Audit, I remain,
/led
Enc.l
.•
COMMONW.fAt:. T~i OF PENNSYLV AN lA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
January 22, 1969
William R. Chaney, Chief Appraiser
Inheritance Tax Division
244 Washington Trust Building
Washington, Pennsylvania 15301
Attention: Mrs. Loretta C. Dooley
Dear Mrs. Dooley:
Re: Estate of Jean A. Leggo
File No. 9402-134
County of Washington
We have your letter of December 19, 1968, wherein you advise
of an error in the appraisement filed on July 13, 1967, in the estate
of the above named decedent, as well as an error in the Statement of
Debts and Deductions attached to that appraisement.
The error in the appraisement is stated to be caused by the
fact that a bank account opened in the name of the "estate" after
the date of this decedent's death was included as a taxable asset
in her estate. With this fact, we wish to express our complete
agreement; however, it shouid be noted that the funds in the "estate"
account were derived from accrued dividends earned prior to this
decedent's death on several of the stocks owned by her. The error
involved here is not one of valuation, but is one involving an
erroneous identification of assets owned by the decedent at the time
of her death.
To correct this error in the records, you are (1) authorized
to delete account #188-9657 in the Mellon National Bank and Trust
Company in the amount of $9ll.46 from that appraisement and (2) to
then file a Supplemental appraisement properly identifying and
appraising the accrued dividends that were payable to stockholders
of record prior to this decedent's death.
. \
.. • William R. Chaney, Chief Appraiser
Attention: Mrs. Loretta c. Dooley
Re: Estate of Jean A. Leggo
Page 2
As to the matter of debts and deductions, we note that
although the original statement was filed and approved by the Register
of Wills, Josephine M. Douglas, there is no indication of the amount
approved or the date of such approval and hence, we inquire as to
what information your records show in this respect. Are we to under-
stand that the Register of Wills approved the claim of $24,975.00
that was paid for Pennsylvania Transfer Inheritance Tax?
Directing our attention now to the "Corrected 11 Statement of
Debts and Deductions attached to your letter of December 19, 1968,
we note that there is no indication thereon of any action that may
have been taken by the present Register of Wills, Mr. Russell Marino.
If he has not taken any action on this statement, then it is my
recommendation that we have the estate file a "Supplemental" Statement
of Debts and Deductions listing only those items appearing in the
corrected statement that were not, in fact, listed on the original.
In some cases, such as the attorney's fee and the Fiduciary's commission,
they should list on the Supplemental only the difference between
what they are now claiming and what was originally approved.
After the estate files their Supplemental Statement of Debts
and Deductions, or for that matter, anytime prior thereto, the
Register of Wills should direct a letter to this office requesting
authorization to delete the improperly approved items from the
original statement.
After you have reviewed the records in your office and
properly considered the above, you may wish to discuss this matter
further by telephone before proceeding further.
RI.S/ans
Very truly yours,
Inheritance Tax Division
For: Richard L. Witmer, Director
Bureau of County Collections
I
/
/.
,.-~
l
I
r ,......_
"0:)' • f ~ • COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
"""" rr
DATE ......... J.uly ... .lJ,~J..967 ................... ~:.~ .... .
, · DEPARTMENT OF ltEVENUE
BUREAU OF CQUNTY COLLECTIONS
HARRISBURG, PENNA. 77 1 2 7
COUNTY .-.~ ......... .W.ASH.J.:N.G.'r.ON. ........................... .
FILE NO. . ............. 94Q.?.::lJ.4 ...... ~ ....... ~ ....................... .
Whereas, ....................... JE~.:::·~-~ .... LE.GGO ................................................................................ late of .......... .HANQ.V~ .... M.~ ................................................ .
in the County of ............................ W.~.I:I.;T;.NG.'!9.N .................................................................... Commonwealth of Pennsylvania, having died on
the ................. 4.9 .... t.b ...................................................... day of ............... ~~~r..9..b. ............................................. 19 .. f>.7 ... , seized and possessed of an estate
subject to Inheritance 1.1nder the laws of the Commonwealth of Pennsylvania;
Therefore, I, ................... . .. W ... R .•..... CHANE.Y ............................................................. , an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for 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.
Appraisement Unit Description of Asset Made for Inheritance Values Tax Pur poles
" $
REALTY:
NONE NONE
PERSONALTY:
As per Schedule "B" 181,96' 40
TRANSFERS:
-
NONE NOHJ.
·-
.
.
.
...
..
~-·· .
'
I
!
--· '., -.•
~ JT. HELD:
R .. 06 As per Schdule liEU 13,03 v I
I
I
I ~
,_..
-·
' ·~
TOTAL 195,003 46
'
I
1
'
' form:"!::~hbl:~ ~:1fh~w~}1"~ ~:: ~:; 0~~~~~~~ ":~~ .. ~~":n.t. i~~~~ I
ppraiser
/ ···:;;za··············· .. ·····~ .................. M\;;;:;b~~···;d··st~~·~·t·;······························· ...............................
............... ~~o;;;oo;;;;·········································· Penna .
-·· ..
·,
-,
~ ~ ;,
If r·
I
\ -' '!'""') ..
~' ~ ... ":"~ ~-~ t·-~ ::">.
~ ~ i4i': I!·
i: ~!.;.
"'<. f ~ t
~ ... ~
:-f ·~f \
~"' ...
•''
·.
.. ~·.d\
~
-r
...... •
I
)
" I
"'
-.:~·
.. WASHII'GTON. .. . . .. .................. County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
~N .. A.~ ..... ~.GGO-~ ................................................. .
Deceased.
Late of
......... I:IANQV,!i;R ... 'f.WP..! ..
Date of Death, ........................... M~.C.h ... Z.9,. .... l.9.Q7 .... .
Appraisemei!t Docket Vol., ................ .3.9 .............................. .
Page, ........ ?.?.9.~9. ................. No ........ 94.9.?.~.+.?..4 .......... ..
Filed in Register's Office, ...... J.'Yl.Y. ... l3 ........ 19 ... 67 ..
Amount of tax due, $ .................................................................. ..
DEPARTMENT OF REVENUE · .. ;
i
.. Received,
Exami~P!!Jqt~,d Approved,
S":i.· oa /J:.' Wrote ao~i"tt .Ap'LJ·#l.W.e.ment, . '117,, .I P''-· v N I
@,fi; Ni'~ 1: 0 tf:g I . ~~ s p-,: ..................................... _, ...... ..,,.~----"·SrcF'"'i·~-:--r------............................... ..
., t ::; S' .::~, t .
• ,. ' " . 'oJ ' 1Pfeal j1'om Apprmsemlny,
li IIV · ' ....................................... ~,/'''4.""'::----····--····----···----·--·····•"""''''""'"'''"'''''''""''"'""""
Entered iJ c~argeV!J. fi!l, ............................... , .............. : ..... .
.. ] 7; t. ' ,.}
~ ..:.7
t
......_._ :l:.J f . ;:<·-~ "i· ;: --... ~ '.· -"\: /~.
/
\
":
.....
' I I .... -r-· -. ___ . "" ...... 1' '" ......
·~
J .
·,
.I
,.
...
•
~~~~~~~ ,t., •.• :~,.r .. \
">-.
. -1 ""t· '!; . '· J •. _Form _.lS '2' -lC· . ' DEDUCTIONS ALLOWED IN
f .. :
,; OFFICE UF P1t \~ ~0:
REGISTER OF WILLS
ESTATE OF t!IH A. It
~. STATEMENT OF DEBTS~)
AND DEDUCTIONS
l..tt!tffgQ J,.ATE OF acmer:
DATE OF FILING APPRAISEMENT ?-;v-' ~ DAT!i OF DEATH
'
THE SUM OF . . . . . . . . . . . . $ lfX!. ~. U
""' "~. ~=--?((f
Register of W~~if.--· ...
t!BM'I· p
MaMh 19. 118,
DATE NO .. OF NAME OF PAYEE REMARKS AMOUNT VOUCH""
W~I -4 1 Fraftk('nfield & Chadwi-ck B'uaem e_at_nae 106 00
'' 4 1 Edw .. A. Cerr:oU Co •• IRe. \ Erut.tavtu monument so 00
4 1 I Trace World Al-'hti~U!~ !nei· i tL~ar'!!~JJ~ ~'\f~adelphla 112 so
., ., • 1& A. Q. &W~ M. Armour FtJ&. .Funeral eeease 98? '15
4 tt Golt\titw Manor Nur•tna lfomo Medlcal e: e 20 00 ,, 20 Joaech A.~ Mustlo Pre.paratton of 1968 laeomtt ITn'lf~n-•· 15 00
•. -,,
4 20 \ Hatold D. 1'bomas .. ·Jr. M.ll. M·...t•-"~ .... 60 loo
·i • 20 I Area Ambulaaco Service, \ Inc. ombutaace euenae 60 00
\> • 20 . Sewlcldey Valley Hoapttal Hospital ospeue 21 00
4/ 1'2 Josepbkf.e M. DI)Qg!U . . ~ Reg. Probate Will and Short Certs. 8'1 60
4 12 Waehlmlton Count:v lhtoorts AdvetUBiwr .. , 12 50
11 Arthur B. Stout ~tscellatleOUa e*l*lSee tacldent• 175 .. IOO 4 ~t tn -·· u nl hndv tA 't)Jdl!' ..
4 12 Rev~ Cleta BM•r Cburt'b aertttcea 20 DO
4 " ""tm' a; stout l:.-_XI\/,\\Tofte#a\%0 68 8& • ta ~or.tamleon Labof' lor ea_.ing tor oattlo 10 ~0
4 12 ~art)lt Wllltamt La~• fot cat!Ui for Otandt'Athor 20 I)O
& 2 I ·---· lfoaephlnc M. Dqto.e,. Jh-.g* t Shott Cottttlicatee 2 DO
6 2 l Meraaf'et cuUey Wttaeaa fee 20 00
5 2 nor~ Jamtloa Wltnesate& 20 00
6 2 .. 8 surgetillo'Wtl EnterptiM ~tWerttsin,g_ 8 00
6 8 Joe~M .. DOUIJlU., Beg. lFUibR ln•entoa a 00
1 & losepblno M. DollftlM, Rea. [a Shut Cturtlftcatea 3 PO
f • Jamell a . Auld tft>:ft:~~ Of FedOftl E&tnte ·a urn to )()
1 5 ftuaftU Mat~ Bogta&~ • Short C·ertWoatea a 00..
,. ... J! 10 BdftrdV. Seta~ Esq. coaa adva~ed for Xtroc eo:p1es ' 10 . f_.~T' a Wet'Ml Revenue Sett~iee ~~!. ~c~e_'l'aJl"" uectde!'\~8 . .. rom l to dale of death 390 GS
COMMONWEALTH OF PENNSYLVANIA }
-
__ sa:
COUNTY OF
I, ----------------------HEREBY CERTIFY, THAT. TO THE BE8T OF
MY KNOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP'
ADMINISTRATION SUBMITTED TO THE ESTATE OF ---------------DECEASED, AS DEDUCTIONS> FOR
INHERITANCE TAX PURPOSES.
·-----(L.S.l
SWORN AND SUBSCRIBED BEFORE ME THIS ----DAY OP'
--------------------18 __ _
I
I
I
!
I
I
'
I
-Form ~·lC·
OFFICIO OF Hili
REGISTER OF" WILLS
OF _w_a_s_hl~n.:l!:gt;_o_n_· . __ COUNTY
AND AGENT OF THE COMMONWEALTH
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
THE SUM OF ............ $ ...
DATE APPROVED ....... .
----::--:-----,-----------····-· Register of Wills, Ag•nl
EsTATE oF -=J~t-=a=n~A..::..•:..._.=L::...:e:.£,g~g~o _____ LATE OF --=a:::·.·m10=·::.::v:....:::er=· ~T=-=o-=wn:.:::s::.::.hip:::J· ·E:..---------
DATE OF" FILING APPRAISEMENT OAT&: OF DEATH Marcll 2:9, t&Gf
DATE NO. OF NJ\Mii: OF PAYEE REMARKS AMOUNT VOUCHTO"IIf
u 26 AtlM Mae PS$tOe tt•>taey feet~ G 00
11 96 Arthur a. Stout Ftdut~rye~lttton 8,002 25
lt 25 !:dni'd V ~ Bel~ and T~11u J. Tcu:1D1\tac.. n.SOa .. Attorney•• fee 8,002 2t\
12 2 Russell MarbW. fleststor »'lUtts Ae~oum 18 00
~~ 73 b--0
-
+-
I
I I
---------+-.
I -
Trttal . ·-:. _ ... _ -A
COMMONWEALTH OF PENNSYLVANIA WASHINGTON SS:
COUNTY OF
I, .a ... ,... ...... ,.,.~ ........
HEREBY CERTIFY, THAT. TO THE BEaT OF
MY KNOWL!DGE AND BELIEF, THE FOREGOING 1s A JuS'".atlif /t.u 'i.,'ij.ENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP'
ACIIIINISTRATION SUBMITTED TO THE ESTATE OF . · :t DECU.SED. AS DEDUCTION$ FOR
INHERITANCE TA.X PURPOSES. ~~~ rzJ) BWO~O OU .. CA),B'O )"""' ME THOS 1;1$ ~.;? ~AY 0P
(L. S.l
'C.th~ '.AJJ... /1 111 Ja/ J~~ _,_AJ lUZ?....V \f/ ~A' AJJU / tv COMMISSION EXPIRES MARCH 24. 1972
CITY OF WASHINGTON, WASHINGTON COUNTY, PA.
....
'
I
I
I
I
I
I
I
I
I
I
I
I
Form RCC·lO
~FFICE OF THE
REGISTER OF WILLS
WASIDNGTON
OF---------COUNTY
AND AGENT OF THE COMMONWEALTH
SUPPLEMENTAL .
STATEMENT OF DEBTS
AND DEDUCTIONS
C?'A 7 ffLO:<-/cJI ~J /s-%
DEDUCTIONS ALLOWED IN
THE SUM OF ............ $ .. .
DATE APPROVED ....... .
Regl&ler of Wills, Age~t
Jean A. Leggo Hanover Township ESTATE OF _______ __:::;,;;:;,_ _____ LATE OF __________ ...,:._ _________ _
DATE OF FILING APPRAISEMENT DATE OF' DEATH March 29, 1967
DATI!: NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHEI'I
11T07
4 20 Sewickley Valley Hospital Hospital expense 21 00
4 12 Arthur B. Stout MisceTianeous expenses incident 175 00 al to removal of body to Phila.
l~dward V. ::::ic1amanna and
Additional attorney's fee 502 25 11 25 Thomas J. Terputac, Esqs.
12 2 Arthur B. Stout Additional Fiduciary commissior 3, 002 25
----+---+---~----------------------+---------------------~~--~----
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF WASIDNGTON 88:
1, Thomas J. 'lrerputac, Esq. HEREBY CERTIFY, THAT. TO THE BE•T OF
MY KNOWLEDGE AND BELIEF, THE FOREGOING 18 A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION suBMITTED To THE ESTATE oF Jean A. Leggaz:o ;EcEAeEo. As DEDuCTroNs FoR
INHERITANCE TAX PURPOSES. 1 ) /}" ~
-j -t1 o.-'1 ~P'~-t/~~ (L. 5.)
SWORN/1Ar;(Q.,I!J.9UCRlBJ!JID BEFORE ME THIS ft::;'-DAY OP' /f / /
// -/ifA-cAIA_ 1 69 (/ ~J~.LJ~-
MV CO.'Y ~:~::"''! :::-·--; I..IAR::I 24. 1972
CllY OF w AS.;!, ... (.,j(Jl~, WA:;HINGTON <:OUh'iYf PAt
I
I
I
I
C!tnmmnuwralt~ nf Jruusyluauia. }
· Jllllas~iugtnu ~nuuty. ss.
KNOW ALL MEN> BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid
on the 12th day of April A. D. 19 67 , before me,
Josephin~ M. Douglas , Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington, in rhe Commonwealth of Pennsylvania,
the last Will and Testament of
Jean A. Leggo
late of · · Hanover Township in the County aforesaid, deceased,
(a true copy whereof is to these presents annexed), was duly admitted to probate; and
Arthur B. Stout
the Executor in said Will and Testament named, having appeared before me and taken and subscribed
the oath of office prescribed by law;
• ~1
NOW, THEREFORE, I, Josephine M. Douglas , Register as aforesaid; do
grant these LETTERS TESTAMENTARY, unto the said
Arthur B. Stout
committing unto him the administration of all and singular the goods and
chattels, rights and credits, which were of said deceased, and requiring him
to exhibit a true and perfect inventory thereof into the Register's Offi<ee, at W wshington, 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 provrswns of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTil\10NY WHEREOF, I have hereunto set my hand and the seal
of said Office at Washington, this 12th
day of April in the year of our Lord one thousand
nine hundred and Sixty-seven.
QU1~.i:zu1/2z), __ ~~_/_,-<U)
/ ~~-~--~ ~rtu
''-
~
LAST'WILL AND TESTAMENT
I, JEAN A .• LEGGO, residing anddomiciled at R. D. #1, Clinton,
Township of Hanover, County of Washington, Commonwealt~ of Pennsylvania,
being of sound and disposing mind and memory, do hereby make, publish and
declare this to be my Last Will and Testament, hereby revoking any and
all former wills and codicils by me at any time made •
. FIRST: I direct that all my just debts and funeral expenses
bw paid by my Executor as soon after my' decease as may be practical and
that my funeral be conducted in a manner corresponding with my estate and
station in life. I furtherdirect my Executor to arrange with the funeral
director, Frankenfield and Chadwick, to take care of my burial and that
my body be placed to rest}·: at West Laural Cemetery.
SECOND: I give and bequeath to the Trustees of Overbrook Presby-
terian Church, Overbrook, Pennsylvania, twenty-five (25) shares of Sears
Roebuck and Company stock.
THIRD: I give and bequeath to the Women's Association of the
Overbrook Presbyterian Church, Overbrook, Pennsylvania, twenty-five (25)
shares of Sears Roebuck and Company stock.
FOURTH: I give and bequeath to the University of Pennsylvania,
Engineering-Society, in honor and memory o.f my late husband, William T.
Leggo, twenty-five (25) shares of Sears Roebuck and Company stock, the
income thereof is to be used to provide scholarships or loans for de-
serving s~udents in the scientific schools of the University.
FIFTH: I give and bequeath to Westminister College, New
Wilmington, Pennsylvania, twenty-five (25) shares of Sears Roebuck and
Company stock, and the gift shall be credited to the Class of 1904.
SIXTH: I give and bequeath to my grandnephew, Thomas w. Armor
of Fort Wayne, Indiana, ten (10) shares of General Motors. Corporation
stock.
SEVENTH: I give and bequeath to my grandniece, Carole Ann Stout
Williams of Imperial, Pennsylvania, ten (10) shares of General Motors
Corporation· stock.
EIGHTH: I give and bequeath to my niece, Mary Raye Armor
' Bulmer of New Carlisle, Ohio, fifty shares (50) of General Motors
Corporation· stock.
NINTH: All the rest, residue and remainder of my estate, both
real and personal, and wheresoever situate, I give and bequeath to my
niece, Jean A. Stout of Clinton, Pennsylvania, her heirs and assigns,
forever.
. '.
.. ' -TENTH: .. If ·at the time of my death, I no longer possess
or own .the sto~ks as' ·hereinabove r·e;ferred ·to, it is JflY i.ntent that ,. ' . . . ... ~' ~
all of the said-bequeaths .. and gifts shall be considered .null and void, ~ . . . . .
'-
as to those which have been so.lg.<?n di~posed.of by me._·
ELEVENTH: ' . I nominate~ c'on.stit~t~ -~nd. appo:int Ar-thur B. Stout
. . ' . . '. ' -as Executor. under my will. ·If he.'do~s .. not survi_ve me,. or if· he fails
to. qual~fy or' is unable to act. _for any -~eason·,· the:J;l I appoint his wife, -
·, ,.·
: Jean· A.: Stout, 'substitute or successor .Executrix• ~ I :dirac t tnat neither·
'
of .them shail··be required to give bon4· ~r securit; for the faithful per-
formance of their duties in ~ny. jur~sdi:ction in which they may be re-
' ' ~ .
quired to act. I further direct and empower my Execu'tor to apportion -.. ·\ .
all estate, ieg~'cies_, .. -.
the several l~~acies,
inherita~ce~.:-succession and transfer taxes among .
inc1uding··~rhy. residua~ ~leg-acy, such apportionment
? • . • • ' .-~ ' ""• •·•. •• "f . ..-: • ., "'; • • . ~ . ~-
shall be f~ii:, -. e,qui tabi~, .'~nd 'r~asonal?le .-It b~ing my_ ~ntention that '
~ach _of ·~he'_ legat·~a-~·, de.vise~s .. or .~b~neficiarles··s~all :b~ar ~his ·fa.i~
.. ~ ,;. .;"' , ~ • :: ," 0. } ~ "'· 'I .< " ~ '' L ~ \1. ":, • • •.t
share and burden of ·such· taxes.~ : . • ··· . ·
TWELFTH: .I ·~uthorize and· direct my fiduci~ry herein mamed to
• • ... 'II. "' 'j, .....
retain my counse_ll'or, ,Edward' V ... Sc'i'a~ann~·; Esq.,· as attorney in settling
and handling· 'my estate.' .· ..
'. IN WITNESS 'WHEREOF, . .'I,, JEAN-·A .• LE~GO, -the test~trix. above mentioned,
• ... • < -• • ~ ·!,
have hereunt:o _su~s~~lbed my_ ~ame and.' affi_xed in~ seal~ ~n-.the 28
day of O~t.ober, 'in the· Year of Our -Lord One Thousand Nine Hundred Sixty-. '
Five ( 196 5 ) •
. .
. Jean A. Leggo. (SEAL) -~J~.e~a~n~A-.-.~L-e_g_g~o-. ~~------~-
..• . if'
..
t .
.;;
. '
" 'r,!\;, ._,
·~ " . '
.·
·.. ~
:.ll'rtl!~r't' .,.......~
ttf.l.c1d" j'a·.::.~r;l tm. aJ itl: t oi ba<r'!s,t;.tr. a.vod'f3n.J:e(red ee .e?\!H':>.te *irl:t. n.-wo <xo
~ .b.i:,'JV bct.t3 .[ {JJ!l Oe~e b.1:el'lOO 60 .l: !.arle gj'"r.l~ fuT.a. zrlj"B supsd b l..a 8" o.dii 'Io .( !B
>. '
,.errr v;d to beaoqal:b rro .i.lioe ae'9d e\md d~.hi"r ee{)cf.:t o:t a.e
= E 1'WB:V !f,IS. ~--~--.--....
· c~~!lt-t a1rl :tploqq:.e 1 frar13 \rl·'"~e.a>:~'! 1'tH3 t:to1:· .. so~ .oj e!de.rw al '!o ~~1:i:!.aup · o;t
·'IQrfj.larr :t.sri:i ;1.oe"!lb I · ~}{1:t;tvoex3 "1C£i~eoou~ ":lo e;t·ucr:.totadtta ·t.:tt.ro.JS .A rt.a~r~
,.
.;.'!eq Iu1.d::tli!'l erfj' 'lO'l ~$ r'tlf~ee -tO brtod 3V lJ-4 o.t h3".: .. trJpe~J 50 £!ada !l'teri;t 'lo
... e·t &d ~a:n "{~rl;t .d~L1vi at ilolj-:J_.l:b~l'lut · ~n~ nl eeJ::tr.rfi •:rl:erlj 'to eC~n.am:;1
· fh')lj<;:vqq.a o~ •toJV!lO~ ~rr "!.SWO<T~l~ bp.~ tt ~~-:db .tts.rr.t'l•;'l: I ,.,.j t~.s oj .be11b.rp
. ~I~m:e aex.sJ ~~"le!tB'!~ brm ctQi.a~a.o.oue t eoa.E!.~ l·~~d~l .. _e€116-Q;~e I • e;:j',e~; ee I.IFJ
:tfl!HttrH .. .t;t'loq1c rlt~ue t~<>nr ... ,r ~a.uble~~ :v.;;1 ·anl:OrJJprrJ · «-a~loti~.a.r 1~cievsa erld
> •
:t;e.d.;t iloi:;i"rte.1rd: V.L11 lirrlao sr ~eld:Cqoeae"!'btrs. ts!d.e.:tlrrpe ~rri:.s'l: ad L!Bt.fa
· -tts'l'·aJrl~1J.:~;id A!atJc·" Re1~J.alo.i:1et!ed. ·,:;o a~~elveb. ~aj.ajri'~cd: · ed_q 1o.rl.,B"'
< 1:: \ • .·~ • ,)o ' ·~ :• t' .t I ;• ' ' I: ' • < .. ~· ·• ' • j •
· · • ·~ ag;t.,g~ :d~~•11· · 'i.o ·t'{ab-:r.l!d brt£' s'l.arla ...
.. •• : ;" •. It' f .. . ~ •
~cr.t:r'j.;fP: !?.· «X 't*-Hl':t•J3~ E) a e. '·\ ~peS· ·~ .ehrr~ma.t oe ·· • V .U"'.G't-rb4 ,. ~ ~<il !~:Hln(:qo . ~,ill .nl.a=t•)'l
> •
.,b-ertol.:f·ttat'I ~nrods.· 1 . .t'1,H~rree:t ~11~ · c 0-tlv~:U -.A -11P.S;L tr. t~iO ~R~Ji:; ·B88:Vt~IH H!
• • > -·-.:~~§: ......... ed:t no I~'7Je ~;m b~xf'l1s ban oiti.s.q. -crtt bed,l!tl:lad.~:tt o.tm.te'!ed c.:V.st;
' ' ... · ' ' .""~t:;dB' b~tt·b.rmJ:l en.J:n brc.£Hu.torlT eaO P'l:OJ "'.t!!O ·1o "l~$Y ·~rl& r1l ":xe,do:t.?o .'1~ "t~h
. • I .. { ~a\' l f $ v .tr.t: .
''•
• ' >
(J.:<.ae-'1 . , ................
{J
...
/
Signed, sealed, published and declared by the above Testatrix,
Jean A. Leggo, as and for her Last Will and Testament, in the presence
of us who have hereunto subscribed our names at her request as witnesses
hereto, in the presence of said Testatrix and in the presence of each
other.
NAME ADDRESS
Dorothy M. Jamison R. D. #1 Clinton, Pa.
Margaret Culley R. D. #1 ImPerial, Pa.
Edward V Sciamanna Burgettstown, Pa.
J'. ~..·
• • .• "• J • •• •• ~ ...... ,--:;
·.... : . ! . ~ : { 1" l .. '
J[l
-··' ·.··.; ,!\t; :.·It,
,.
·~
~ ~ > z ..., .... .... > ...,
• ~ tSl t-t 111
t tJ:j (/) a Q -i
8 )> ...,
-i tSl 111 ....
"' 0 ~
'TI a ..., = .... ~ ~ =
-~-., -----~ --.:
~ ..
,.------------,----------. -;--------------------------------.-------,
IN THE ORPHANS1 COURT OF WASHINGTON COUNTY, PENNSYLVANIA
IN RE:
ESTATE OF
)
)
JEAN A. LEGGO,
.)
)
)
)
) Deceased.
THE FIRST AND FINAL ACCOUNT OF
. ARTHUR B. STOUT, EXECUTOR OF THE ESTATE
OF JEAN A. LEGGO, DECEASED
Date of Decedent1s Death: March 29, 1967
~ + <t ' .. • :
The Accountant charges himself .a~:folloV(S: \
As per Inventory and Appraisement:
Realty ... . f-None
~. . -. . ' '' $ 181,037.97 ·Personalty . '. ''L:
Net profit and loss on sale of following
Stock: (Compulsory sales in order
to pay expenses and taxes)
10 Shares Philadelphia Electric
Preferred Stock (Inventory 10 shares @ $85. 50
or$ 855. 00. Sale price 10 shares @ $84. 00 or
..
$840. 00) Net Loss - $ 15. 00
431 Shares Philadelphia Common
Stock (Inv. 431 Shares@$ 32.675 or
$14,082.93. Sale Price-400 shares@
$32-3/4 or $13,100. 00 and 31 shares @
$32-5/8 or $1, 011. 38) Net Gain
100 Shares Sun Oil (Inv. 322
Shares@ $58.25 or value of 100 shares
$5, 825. 00. Sale price -100 shares@
60-7 I 8 or $6, 087. 50} Net Gain
100 Shares Sears R oebuck}'J
Co. (Inv. 612 shares @ 52. 0625 or value
of 100 shares $5,206. 25. Sale price-
100 shares@ 53-1/2 or $5, 350. 00) Net
Gain
+$"28. 45
+$262. 50
+$143. 75
. I
" •
100 Shares General Motors
(Inv. 374 Shares @ $78. 00 or value of
100 Shares $7, 800. 00. Sale price -
100 Shares@ 78-1/8 or $7,812. 50)
Net Gain
300 Shares AT&T (Inv.
800 shares @ 60. 875 or value of 300
shares $18, 262. 50~ . Sale price 300
shares @ 50-1/2 or $15, 150. 00) Net
• ~ • ~ I 1
-• f Loss ~-·~ • .• , ... · ~.!
+ $ 12. 50
i,$ '3,~112. 50
. -t ~ .
Net Loss oh Sale;df Stock. ~·~ r.• +~' ',,.~~'! .~·-t \ ,--. ,$ 2, 680.30
Accrued Dividends to Date:
Sun Oil
. AT&T
Sears
.•
Philadelphia Nat'l. Bank
Philadelphia Electric
Atlas Chemical
Scott Paper
Dupo~t
General Motors
Mobil Oil
·Total Accrued Dividends
,. "
$ 778.17
3, 060. 00
971. 60
528.00
358.18
73.00
540.00
330.00
1, 660. 50
1, 056. 00
University of Pennsylvania, balance in pension
fund
Blue Cross of Penna., Refund
Total Assets of Estate
9, 355. 45
81. 95
85.02
$187. 880.09
The Accountant takes credit for the following disbursements:
1967
4/1
4/1
4/1
Frankenfield & Chadwick, funeral
expense
Edw. A. Carroll Co., Inc., engraving
monument
Trans World Airiines, Inc., transporiation
to Philadelphia for removal of body
$ 706. 00
30.00
112. 30
1968
4/8
4/8
2/9
8/9
8/9
ll/25
ll/25
ll/25
12/2
12/2
., •
Internal Revenue Service, 1967 Income
Tax
Internal Revenue Service, Federal
Estate Tax
Russell Marino, Agent, Payment on
inheritance tax
Reed, Lear and Company, Refund of
dividend received
Reed, Lear and Company, broker's
commission and tax on sale of .stock:
General Motors · \ : · $!51. 9.7 · ·. · : ·
Sears Roebuck 49~46' ~·
Phila. Electric
Phila. 1Electric· : ,
Phila. 'ElecfriC:::
Sun Oil
AT&T
161. 79
15.14 -. ? • . 13.92
50.22
--.. ·147 .. 46:
Total Commissions, tax et!2.
Anna Mae Pascoe, notary fees
' ' .
',
Arthur B. Stout, fiduciary commission
Edward V. Sciamanna and Thomas J.
Terputac, Esqs., attorney's fee
Russell Marino, Register, filing
account
Jean Stout, advances
Total
SUMMARY
Principal
Disbursements
Balance for Distribution
$ 187, 880. 09
$ 65,920.97
$ 121, 959.12
$ 782.52
22, 290. 59
21,500.00
ll. ob
489.96
6.00
8, 002. 25
8, 002. 25
18.00
2,400.00
$ 65, 920. 97
EXECUTOR'S NOTICE
Estate of Jean A. Leggo,
deceased, late of Hanover
Township.
Letters Testamentary
upon the above estate hav-
ing been granted to the
undersigned, notice is
hereby given to those in-
debted thereto to make im-
mediate payment and to
those having claims or de~
mands to present them for
settlement.
Arthur B. Stout,
Executor
R.D. l, Clinton, Penna.
Edward V. Sciamanna
Mellon Bank Building
Burgettstown, Penna.
. A-19-26-M-3
PROOF OF PUBLICATION
State of Pennsylvania ss;--,_._
County of Washington
I, --~-~.ti.!Y.2E~}?Y.:r.g.! .... ~f..L ............. , publisher of THE BURGETTSTOWN
ENTERPRISE, a weekly newspaper published in the Borough of Burgettstown,
County of Washington, State of Pennsylvania, hereby certify that the annexed ad-
vertisement ........ ~S},g&;Q ... .e.S.t.a.t.e .................. waS published in said newspaper for
................ thr..e.e. ........ consecutive weeks, commencing on the ............. ~-~~h .......... _ .. ,, ..
day of ........ A J?.rt.~ .................... 19 .. .9.7 and concluding on the .... 4.t.h .. ___ , ...... day of
.. .......... _.M£W ........................... ~ ........ , 19 ... 62 __ :. ~ . .
.. .£,2$.(.,L.!"~=:(~¥.l.,L ......... , Publisher
Taken, sworn to and subscribed before me this .. .f.l.t.b day of .... MQY ................. , __
-~~-~
. fDWARD F. totl~fti6TlR¥1Mt1C
19 .. 62 ...... ..
• Burgettstown Borough, Washington County
My commission expires ....... ,_MY''CUMMISSitllt'E~!'HitS"FfBOOARY .. 1y-1-9flt ...... 19 ............. .
\
Washington County Reports
63C~IWkfN~
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 WAS KINGTON )
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 this behalf; that the said WASHINGTON COVNTY
REPORTS was established on March 31, 1920, and was designated as the official
legal publication for Washington County, Pennsylvania, by order of the several
courts ol 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:
April 20, 27, 1967
....... J~!~¥. ... 1.?.. .. ~.?..?.! ............................................... .
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
this affidavit as to rtJ' pl~ce a~d charact~ the ~blication are true. ~ .......... L~~ ...... ~
· ~-------Editor
Sworn to and subs
.. :;;;;;;~~
My Commission Expir~s
November 1, 1969
Estate Notices
The Register of Wills has granted letters,
testamentary or of administration, in the
following estates. Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys .
• • • • • • • • • • • • • • • • •
LEGGO, JEAN A., Dec'd.
Late of Hanover Township, Washing-
ton County, Penna. Executor: Arthur B. Stout, R. D. 1, Clinton, Penna. Attorney: Edward V. Sciamanna, 222
Washington Trust Bldg., Washing-ton, Penna.
r
,'
~
-f'
' ' '
~
STATE OF PENNSLYVANIA, }
WASHINGTON COUNTY, SS:
;.·· : .• 1,,
The within named Accountant being duly sworn according to law, deposes and says that the above account
as stated is true and correct as-------~-~-----------------------------------·-verily believe.s.
Sworn and su'b~cribed before me this ___ jj/J... ________ _
Decerribe·r 68
day of ---·-·--------·-----,-;,; __ ::·---·----------------------19 ___________ _
------~--~--~-. ~
M <:O.\\\~ISS1JN EX?l;1:S MARCH 24. 1972
CiTY OF WASHINGTON, WASHING_TON COUNT'i,Ms._
Washington County, ss:
aLu~-----Arthur B. Stout
I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner pre-
scribed by Statvte and Rule of Court, as evidenced by proofs
the,eof li led to No. j/l.!j--,_j.ft;__9, _______________ :.
Witness my hand and official seal th~-------------·-·-
d oy of..~-.. ------= ~--------------------.... 19 ./;-/__ .
~-~~------------·--
Register of Wills
-___ , __________ -----~ ... -~.----------· -~-------""_ .. __ -----~-' -------__..._-~~..;---..
,, . .... 0
-a . ;:s
"0 0 <:.> Q) <:.>
U) < CIS
Q)
()
00 Q) ~
co ~ 0 ~
OJ 0 ~ ~ ,....; r.l ~ ~ 0 ~ E-< 0 z ~ 0 < l? H rJ) E-< l? ~ r:n r.l ~ . o::; 0 1):1 ~ z 0
~; . ~ o::; ~
~ ~ ~ ~ ~ ::r: u z rJ) ~ ~ ~ o::; o::; ~ H ~ ~ 0 f-J ~ :z;
t fu ;:s
8
(!) 'o ~ .... ...., u 0 ·:· 0 ...., ~ ~ '0 ~ (!) ·-...., ~ d Q)
Ul 0... ·& Q) o::; "" I p, ~ ·' ~ ' tJ t .. ;:s ~ 0 ~ <:) . <:.> :s:: f-J <tS
d ;ca
rJ) ............ ...., :a i~ ·t-..._ _; -~ ...., '...., ~ -~ ;Ul ~ ~ 0 : "bo ....,
Q) !Q) 0 ~ :5 ;p:; ::r: g~ ~
'0 ~! r d ' < ~
... . ~ . .• ,
"t-,
J •'
I':_ a~ f .. iJ .
~ '· ....
..
...
.--
"*-'•, ''.;, ... "~,_, ~:,;,
. /..-;, ··~ / ~~~~
\ •.u .. ; . ...
• 41 : "' .~ .. -.) . . a :
•. /~ (' L.; .... =
, ........ ~ .... ...._\ u , ... -
·' .,, ,J-\> ... -' ....... ,,'-' ...
-~=~,.....,.~ .. --_ --...._
··-..... -....~
· .
~-~--,~"""""-..~.
The Ceurt 1B riapectfullJ requastea
to determine proper dietribution in
thi& esta/i_ ~~
'-Couns9l/ or Ace tant I
..
..
. \ ;: / ·-. t..
COPY OF INVENTO~Y
ARTHl.m B. STOUT,
I ;
v . . ~· ' • -' t
(SEAL) 16th
May•, 67 • . · /o/ Arthur B •. Stout
Is/ 11r:s: Anna Mae _Pascoe . . . . . . ~ .. · . ~
My Conmisaiotl Expires tit.rrcb 24t 1968 ·-. -~
CitY of ~4shtng_ton~ l·1nsh~ngton Boun~y~ r~nn~
·~ ..;. .... • • •. _J
1Juurutnrg 'aub !\ppraiarmrut of the goods and. chattels, rights and credits which were
of ............ ~~ ... !~ ..... ~.Q.t: ................... : ................... , ... ~ ..... : .................. late of .............. ~P.~.1.:. .... 1.~~,P.~ .................................. .' ....... ..
Washington County, Pa., taken and made· in conformity witli the above affidavit.
DOLlARS CENTS
800
PERSOl~LTY: . .
'Sliarea P~r:tcen Tel-ephone & T~1egrnpb Cet. ·· (11. Y~)
@ $60.875 . . ' 46.700 00 Certif:l.cote No. 64T670209' July 20, 1964· 100 shll:res . 64T670210 H .. . . u H
64!670211 u ~ . ';' 1:' 641.'670~12 · n · n ·H
64'f67021J H H' . ~~
64T6i0214 tt 101) n
64T67021S H . 20 ~·
9NOZ7299 Aug. 20. 1964 180 ':' .
44 ehares E. 1. ·ou_.p ont .De~emoure & Co" (Delaware)·
@ $153•50 · . ·. · ·. 6t7S4 00
Certificate No. W()649•645~ dated July 22, 1964
374
. . to· shares Phtlad..elpbi• Eiectrt<: Coalpany (Pennaylv~nte) 35-5 00 prefen:~.d $tock @ . $8$~~ 50
Cert16:ste No. P01S242 ~,ug. 21, 1964 5 n
u · · n 1?0970 · June .+8, 194) S H
.. .
431 sb.at"es Phtladelpbie Electet.c Company (Pennsy1Viloia) . .. c~ stock@ $32.675 · . · . 14.082 93
Ce.rtf.ficate No. C044_ ii2i' May 3_-, 1961 l. tbarea
u n 00587865 July lS. 1964 . 64. n
u ° C22071.6 100 '*
u f! C220715 " lOO n
" u COS$8810 Aug. iO, 1964 64 "
n ri C221993 n .100 f!
j
.--------------------------------------------
. .
.. -COPY: OF I NVE-NTQRY : ~
-.
' '
lJnnrntnrg attb 'i\ppratsrmrut of the goods and chattels, rights and credits which were
. '
of ......................................................................................................................................... : ... tate of .............................................................................. : .................................................... .
Washington County, Pa.; taken and made in conformity with the aboile affidailit. >
-DOLLARS CENTS
120
6U
310
I
I
321
COPY OF "INVENTORY
..
' . ~'
.1Jnuttttnrg aub Appraistm~ut~. ~~· the good~ ~1~d chattels, rights. and c~eaits w~ich we~e
of..: ................ ~ ....... ;····: ........................ ~ ......... :: ....... : ............ :.:.:: .......... : .. : .. · ......... : ........... .": ......... la~e ~~·~·······;····;·:·······: ...... :: ..... ·.:··········::.·············· .. ···: .. ~ ........ : ....... :.:: ................................... .
Washington County, Pa., taken and made in conformity with.'the.above"affip,avjt. ) ~
• y : ..r ' .. • '~ ·, ~ ... ~
DOLLARS CENTS
1w11Pn U~:>l;~tll'Jti~. Dt~td~ t:ntl t~m~t.: CC'lJ?pttlY G:..tQWCY · Ccnt~r, l?l.tetJ'bm:flh Acd<>Uttt Nc-. i B&-9lSJ7 i ll'f tflo t:~~ ttf. ll~;t~ ts ~~ ~a~n t\ ~. U::s~u. • ·u\.""CS!u~ d!'Vtdenda
frm ~took Mm~d pt:iOt* to ®etlt of deced\\Ut " ' • ?~~--It~ 111 u' H i q"
'1i1,94t 43
',
COPY ·OF INVENT.ORY . , '
•· -F
. . .
lJnnrntnrg anb i\ppraisrmrttt of the goods and chattels, rights and mdits which were
of .......................... :: ........................................... : ................................................. : .... : ......... ; ... ;fate 'of ..... : .................... : ................................................................... : ................................... ..
Washington County, Pa;, taken and made in conf~rniity with {lie' above affidavit. '
DOLLARS . CENTS
. .
191 75
. ' ,;
lin t~r ®rp~aus' <trnurt nf Dllas~iugtnu <trnuutu
In the matter of the Audit of Account in
Estate of __ J_E_A_N_A_._L_E_G_G_0_# _______ 1
1567 No. __ _ Of 68 --------• 19 __ , A.A.
Deceased.
TO THE AUDITING JUDGE:
IDnter __ m--"-y ______ appearance for ___ A_r_t_h_u_r_B_. _S_t_o_u_t#:__E_x_e_c_u_t_o_r_. ________ _
21st day of arch , 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.
I
-.;:::r
CT')
X:: .. C::!: a =-w -
_J .:>-cr X:: -c::n . u.... c;.c ...
0 ~·</. z:-10.. -~ . :-:.;?J:o ~-0 ~-tz-. oz :jcc~
W WC,!;J t-....,. Cf)U)-U)--:::>~:r: o:::;wU) a:< -~
~ .. -·· t--W:
No. 15'67 Of ' 19~, A. A.
In re Audit of Account in Estate of
JEAN A. LEGGO,
deceased.
AUDIT
Jrarripr for .2\ppraraurr
J<'OR
ARTHUR B. STOUT,o
EXECUTOR.
THOMASJ. TERPUTAC
.OCOCRMOCOCJm:~Xl&'X
Attorney
~·Z
I
PETITION SUR AUDIT
Testate Form j
IN THE ORPHANS' COURT OF WASHINGTON COUNTY
Estate of ...... !.~-~~-~-: .. ~-~-~~~---······································ .. 1567 of 1968 No .................................................................. .
Fiduciary .... ~-~~':1:.~--~-: .. ~~~:':l:~! ............................ .
Executor
Deceased
Date of ·March 291 1967 Date of Apri112~ 1967
Decedent's death ................................................................. Grant of Letters ................................................................. .
This is the.:.~ ......... :f.~~-~~--~~-9 .. [~-~9.-~---·····················: ....... account filed in this estate
If ;here have been former accounts filed in this estate, list file number or number and term ..... ~.?.~~---···················
Election to take Date Election Place of;
Under or Against will. (cross out one) Filed .................................. Record ...•...........................
Name of surviving spouse ..................... ~.?.~~---················································: ....................................................... ~-~--
\ List issue, where material: 0 .... '; ..
; :
• -tl. -J . .. . . .
.. ..
Did dec~dent marry after ex~cution of will? Ondifate) )(;ex: No. Any children born after execution of will? (indicate)
· ··· · · · · · ·None · · ~No. If answer y~s, name them .... c •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••. . ' .
-----------------------------------------------------------------------------------------------------------: .......................................................................................................... • ............... ":, .... ------------·
Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris
Overbrook Presbyterian Church · None 25 Shares SearS1 Roebuck Stock
Women's Association of Over-
brook Presbyterian Church
University of Pennsylvanl,k
Westminister College
Thomas W. Armor
Carole Ann Stout Williams
Mary R aye Armor Bulmer
Jean A. Stout
None 25 Shares Sears1 Roebuck Stock
None 25 Shares of Sears1 Roebuck Stock
None 25 Shares of SearS1 Roebuck Stock
Grandnephew 10 Shares General Motors Stock
Sui
Juris
Grandniece ~10 Shares General Motors Stock Sui Juris
Niece 50 Shares General Motors Stock Sui Juris
Niece Residuary Estate Sui Juris
List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause:
None
If partial intestacy, give facts: None
Notice to interested parties. Have all parties, having eithe~ 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. ~x
If any exception give cause: ............. ~~~-~---·····················
File copy of Notice · · ' · · · ·
and date of mailing .................. f.g_'Rr.JJ..~r.Y. .. ~~""-J~.R.~ ................................................................................................. .
Is estate subject to the filing of a Federal Estate,Tax Return? ....... I.~.?.. ....................................................................... .
Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ...... ?.~:' .. ?.~~-:-~~---································
If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..... ~.<?.~~---····
, .
...................................................................................................................................................................................................................................................................................................................................................................
Give Names and addresses of all unpaid creditors who are legally entitled to notice, tog.ether with the amounts
of such claims; state whether they are admitted to be correct; and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court; a refE;!rence to all questions re-
quiring adjudicati~n, and a statement of any other 'facts deemed necessary for the preparation of the adjudication:
Are the legacies general or special:?
.•.
\
Balance for distribution per account,
Itemize any additional debits not shown by account: Dividends 121, 9 59.12 $ ................................... .
General Motors $64 3. 90 Atlas Chemical $16. 80
Mobil Oil 352. 00 A. T. &-T. 300. 00
Dupont : _ 77.00 Sears Roebuck. 230.40
SunOil 173.50 Phila. Bank 87.00
Scott Paper 90. 00 Sun Oil;·, sale of fractional share $16. 03
Total additional debits (A~(i) $.)! .. ~-~~-·--~~---·············
Itemize any additio[lal crepits not shown by account: _
ErrQneously reported on Inventory as an account t·! ,!, ..
in Mellon National Bank and then reported on First
~!jl'*.~~~v=~~i.e'6c,..
Total additional credits (Subtract) I 911. 46 ./ $ .................................... .
Balance for distribution $ .. }~-~~-~-~-~=-~-~---········
If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value);
Partial distribution in cash and the remainder of stock to be taken in kind
per elections filed herewith.
,)
If Family Exemption claimed by Petition, give place of Record: .............. ~~?.:~-----------·----------·········--: ........................ .
If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ....... .Nm:J..~---······--····················
List any advancement or distribution on account that has been made, and nature and amount of same:
Jean A. Stout -$2, 400. 00
Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections
· to take in kind if balance is not in cosh: residuary shares being stated in proportions:
Trustees of Overbrook Presbyterian Church -25 Shares, Sears, Roebuck Stock
Women's Association of Overbrook Presbyterian Church-25 Shares, Sears, Roebuck Stock
University of Pennsylvania -25 Shares, Sears, Roebuck Stock
Westminister College -25 Shares, Sears, Roebuck Stock
Thomas W. Armor -·10 Shares, General Motors Stock
Carole Ann Stout Williams -10 Shares, General Motors Stock (See Agreement attached)
Mary Raye Armor Bulmer, 50 Shares, General Motcr s Stock
Jeail.A. Stout-Residue
COUNTY OF WASHINGTON, SS:
COMMONWEALTH OF PENNSYLVANIA
The above named Fiduciary or representative thereof,
b~ing duly .... -----~~~-~-~----·············doth depose and say
that the facts set forth in the foregoing petition are true
to the best of.. .... ~~---·······--·········knowledge and belief.
Sworn ...................... :: ......................... to and subscribed before ·, -~ ti ·, l fflA . n .
me'this . .J/:::':":.: .. d9y .of ... .?./~ ............. 19 .. ?.~ ..
Signatu~e of Offi-ce;.~--~--~
· ""' -, -L· . L ;J. #, 1J 0 )
Title of Officer .... "············ ...... T~---············· . MY C'0;;\:/,15S:ON ;(Pl:\[5 MAR~H 24. 1972
Office expi~e~A'!Y~.Q.~.W.~-~~m~~~~~--~~~~~~~~~~~-~~~~~~-~~---
And your petitioner will ever pray, etc.
.. tdit/~AZL~ ........................ ..
Arthur B. Stout
.............................................................................................................................. ,. ..
No. 1567 OF 1968
,...:. ..
E f JEA<N ·t_1.:)LX::G,g,Q.: state 0 ········:·r·· r ('''lf.;_.-·-~"ii···~:····,,~·------~-----·"'"'.,,. v~ -
......................... ~s;:g._:tfA~---J-lf--···Att·J~~~!ttd··· ·
.,. ' .,
. . ARTHU,fi~-~:~-:~•?;.2'8]' ~~-r;-,.r-.r·--7' •.• fldUCiary ............ ~--~~.;J·~·fi:-LS; f.~IJ<Ht~J;I'i·<~-
. __ .• ·It~)~-~~-.; j10, "ll'tt 1--: 0-: 1:-. \Ji"l't: 11 e-' . -. ll\·f;_.· 1!1 ,•'OJ' F L-(, . ~-~ L.t..-.:::>1 ExE'QJWM~urictM.col .. ;;~Jt.;.--------· ---............. -.... -.................... ------
PETITION SUR AUD,IT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary wfil 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 prae~ipes 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.
o/ ; ·•
7. Proof of advertisement of grant of letters
if not filed with account.·
8. Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9. Signed and itemized elections if any
distribution in kind.
1 0. Copy of Fede ra I Estate Tax return if es-
tate is subject thereto.
THOMAS J .. _ TERP'QTAC ................................................ ------......... -------------------------------------------·
Attorney
~2
(.
\.
I
" . v
. -. ...• 1:: .... :.. ' ........ )
',,
. . . . .
.. ·41 "' t .. ' : ~ ~ . : ~~ ... ~ ::.. ,~." .... ' . ....
' -: J-·.... ?' ..... . •;. ~~ ~ ..,. '() "-"'r..... ... ... (;,," ~ ......... ~
... ' .... ,/' i5J ········.:.o ""~'"" -... Oo·-.... ~'>-,•
Jl ' . t: .,·\'' .,,,,,,:j•"·tl'~'
,.1.
March 6, 1969
Office of the Attorney General
Commonwealth of PP.nnsylvania
Harrisburg, Pennsylvania
D~ar Sir:
Pleas~ be advised that I represent Mr. Arthur
B. Stout, Executor of the Estate of Jean A. Leggo, deceased •
. Please find enclosed a copy of the First and
Final Account which was filed in the abov~ captioned.estate
and which account will come to audit before the President
Judge o! the Court of Common Pleas, Orphans' Court Division,
Washington County, Pennsylvania, on Friday, March 21, 1969,
at 10:00 o'clock A.M •
. This notice is given to you in accordance
with law for the purpose of advising you that certain charitable
giits were made in the Will of Jean A. Leggo, deceased.
Very truly yours,
f I
. ;
Thomas J. Terputac
TJT:amp
(
, CC: Arthur B. Stout, 'Executor
Enclosures ,_.0 .•
1. Copy of First and Final Account .
. 2. Copy of Last Will and Testament
.r F"
7 ~ .. ~
0
~
. ,
.. _t-...
-·:.
. ' .
. ' .. . ..
' ...
~.
·'!·
' • I . .
. .
THOMAS J. TERPUT AC
, ·ATTORNEY AT LAW
WASHINGTON; 'PA.
. 222 WASHINGTON TRUST BUILDING • • -.. ' _.~w
~ -..... . '
! •
'· .
,·
TO: .. J~an A. Stout · · ' I ' .
.. · · .·:. . ,, ··Mary_ Raye Armc)r'Uulm.er·:.:
. · . .. C~;tTol~ Aqn StOlit -Wtlllams ' .. .~..: ·. ··; -~~_\i. A~mor_:·.·:, · ··.: ... _-·. .-.. '. !. • 1 .. ;.
~ · ·' · West$itilster-C\llie'Er~ ~ -·· .t · ::· ., • t . t: , .· .' ~
) · · ·Untver.sity o! ~r.on'nBylvania. .. . . .: · · · · ·
.. xvomen'& AEJsoclatlon of'Overbrook :t>rea~ertanChurch
·. ·. · 0"1~rbroo~. P.resbyter_lan _<:hu.t"ch · · .· · ·
' ' .
•'l.'
. In H~: ~-at~ of J~at1 A. Leggo, deceased:
· :No. 1567 of 1968 · · -· . · .
·.
;~~ .· ·., , _.;._·. 1' .'·.You .. or~ .tiere~y notified. that Arth~-a: Sto~,. m•cutor
· -~--oft~:~tc 'of.J·o~uiA~ :t-eggo, deceased~ 1\UfiledhiaFiret ~ .<: .Final A~~ouut at. tbe. abo\J.e number anrJ term and tbat s•id Account
_ wW·be P,rt-sented lb the~Qrph~· C.ourt.for.~udi~ ~n-F-riday, · · . IF>, · . . 2 ¥ateh 2\~9.6!1, ~t 10:00 o• cl!>~ A, M. , >:. S. '1'. · .
::-::. · . ·. -· ~ · You may app.t~~r U you 'So desire at the time of the
•!'· i Qlldlt hearing, but. it: wui ~ be n&cessaey tor' you to' do so unleiJLIJ
· ·-::· .. )'OlrwajltiJo take exctlp\~o~ to~tbe Account, ·or to any claim which· •·
c: ~ bas -been presented, .or to prestmt· a claim of. yov.r. own. ·
. -' . ~ -' • t ... . • . ~
J ,· . . ~ v·ery· traly yours. ,•
' ' --~t(;ljr
T hom~s ~., drputa~ . . . ·. ~
. '
'. ·.
. '·
. . ' ..
' ..
. . ' 1 I .. . ' '
.....
·. .. I [
f
I
\ ,.
\
.. ",
. ·
. '
. ·
"'
'•
. I
.
-... f, .; •
. ". ,.
i .... •• ....
.. ..
,,
. .... . '" ~
.. . ._ ·'
. •,
.. ~
'N-~ ... J TJ.I_ (;dlt~.Cli'~A
.N< .~tChOil•rlcAVv
'·
.· .... . j .
' ' ~ ~ . . ,.
.... ... ..
' .. ... ~ ,, . ·• '
. i { ~-. '
• '
) ,. ' ·' ·'
.....
~
..
...
. .. ~ .. I .
I ~·
. .
·'i,' .
. '
•· .
. ..
... ..
'.
·j • t
. . .. . .
• •
. .
-~ .....
.----~-----------------------------------------------
In t!Je <t!nurt nf <t!nmmnu Jllen.a nf lln.a4iugtnu <t!nuuty.
Jeuusylnnuin. ®rp4un.a · Qtnurt llini.ainu
ESTATE OF No. 1567 of 1968
Jean A. Leggo,
Deceased.
In the matterofthe First and Final
Account of Arthur B. Stout,
Executor
ADJUDICATION AND DECREE
And .now May /J , 19~, this matter came on for hearing,
audit and distribution at this session and testimony taken; and thereupon, upon due consideration
thereof the bQ~ance for distribution in the hands of the Accountant is determined to be
$ 123,034. ~ and the account is accordingly confirmed; and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed
sec. reg. or an appeal be taken herefrom sec. leg.
SCHEDULE OF DISTRIBUTION
Balance per account ________________ _
Additional debit asked at audit
Additional credit asked at audit
Balance: ____________________ _
Deduct Clerk's Costs & Receiptc:, _____________ _
At'tomey Thomas J. Terputa:c
Russell Marino, Agent, transfer inheritance tax$2838. 9
Interest from 6-29-68 to 5-23-69, 153.12
Individual liability of Jean A. Stout, 1955.41
Interest from 6-29-68 to 5-23-69, 105. 4r
Redebit -for accounting purposes -advance on
distribution,
Trustees of the Overbrook Presbyterian Church, legacy
(Tax exemption certificate filed), of 25 shares Sears
Roebuck common stock, held in kind and distributed as
such at the appraised value, plus interest due on legacy
unpaid,
Women's Association of the Overbrook Presbyterian
Church, legacy, (Tax exemption certificate filed), of
25 shares common stock of Sears Roebuck ()o., held
in kind and distributed as such at the appraised value,
plus interest due on lega&:y unpaid,
University of Pennsylvania, Engineering Society, legacy
in honor and memory of William T. Leggo, 25 shares of
Sears, Roebuck Co. common stock, the income thereof
to provide scholarships or loans for deserving students
in the scientific schools of the University, plus interest
1986.63
911.46
93.00
5052.96
2400.00
1391.29
1391.29
due thereon, (Tax exemption certificate filed), 1469.38
$121,959.12
$123,945.75
$ 123' 034. 29
$118,897.04
$117,505.75
$116,036.37
' v .. '"' '
~ ty
i ..... ·. +"\ . '
'"
~
t
'-' J ~ = .. ~ g.
~ ~ ~ J
j
J
j J
'"'
\ ..
J -( -J
~J
~
f a
4 J
j .._,
l j v.J
j~
j ._}
j
,;
~. .:J
) j
\
~ g c a
0 ....
(
I J
:1 .... :r (I)
3 0 i "' 0 .... .... :r (I)
z 9
~-j )
l J
'" J j J
j'
j ~ ;j-.
L
,..-,.. ..
Westminister College, legacy, (Tax exemption certificate
filed), of 25 shares Sears, Roebuck Co. common stock, held
in kind and distributed as such at the appraised value, plus
interest due on legacy, unpaid, • 1391.29
Thomas W. Armor, grandnephew, legacy of 10 shares
common stock of General Motors Corp. valued at $780.00
plus interest due on legacy, unpaid ($53. 77), minus transfer
inheritance tax due ($117. 00) with credit at 5% as equitably
prorated against the tax (639} and minus Federal Estate Tax
as equitably prorated ($98. 36); shares stock as shown, 780.00
Subject to ~ontribution for above taxes, as shown, net, 160.96
Arthur B. Stout, assignee of Carole Ann Stout Williams,
grandniece, and assignor per assignment filed, legacy of 10
shares common stock of General Motors Corp. valued at
$780.00 subject to the following: Plus interest due on legacy
unpaid of ($53. 77), minus transfer inheritance tax due
($117. 00) with credit at 5% as equitably prorated against the
tax (63y) and minus Federal Estate Tax as equitably proratec
($98. 36); shares stock as shown, ' · 780.00
Subject to contribution for above taxes as shown, net, 160.96
Mary Raye Armor Bulmer, niece, legacy, of 50 shares
common stock of General Motors Corp. valued at $3900.00
subject to the following: Plus interest due on legacy unpaid
of($268. 87), minus transfer inheritance tax due, ($585. 00)
with credit at 5% as equitably prorated against the tax ($3.15
and minus Federal Estate Tax as equitably prorated ($491. 7S),
shares stock as shown, 3900.00
Subject to contribution for above taxes as shown, net,
Contribution to maintain assets of estate in kind for
distribution, per election filed,
Jean A. Stout, niece, residue, including the following assets
held in kind and distributed as such at the appraised value
(value as shown); credit to be taken for funds ($2400. 00)
advanced:
500 shares American Telephone & Telegraph Co. $30, 437. 50
44 shares Dupont 6, 754.00
204 shares General Motors 15,912.00
120 shares Philadelphia National Bank 6, 480.00
360 shares Scott Paper Co. (as shown in inventory)lO, 237.32
412 shares Sears, Roebuck & Co. 21,449.75
320 shares Mobil Oil 14,120.00
804.77
~0410.31
222 shares Sun Oil Company 12,931.50 120722.0~
$114,645.08
$113,865.08
$114,026.04
$113,246.04
$113,407.00
$109,507.00
$110,311.77
$120,722.08
No balance
~ J
t
N
.-...
J
J ' \
J
J
I '
1 ,0"-'• -n
J
J_
' J
( 0 J
-)
~ n 0 c ~
0· -to.
::s
:t-(1)
3 0 ~ ' -.,
0 -n-
:t-(1)
z p
\'
\
_,j
-J
........
-!
\ "
J
...
AGREEMENT
THIS AGREEMENT, made and entered into this ----
day of £,;L.-~ , 1968, by and between ARTHUR B. STOU ,
of Clinton, Pennsylvania, party of the first part,
A
N
D
CAROLE ANN STOUT WILLIAMS, of Imperial, Pennsylvania, party of
the second part.
WITNESSETH:
WHEREAS, Jean A. Leggo died testate on March 29, 1967
r
a resident of Hanover Township, Washington County, Pennsylvania; and
WHEREAS, under the terms of her Last Will and Testa-
ment dated October 28, 1965 per paragraph 11 Seventh", ten (10) shares
of General Motors stock were bequeathed to Carole Ann Stout Williams,
party of the second part; and
WHEREAS, the said Carole Ann Stout Williams did, on or
about February 20, 1968, borrow the sum of Five Hundred ($500.00)
Dollars in cash from her father, Arthur B. Stout, party of the first part
herein; and
WHEREAS, it was then agreed that until payment was mad ,
the stock would be pledged as security for the said loan.
NOW THEREFORE, it is hereby agreed by and between
the parties hereto that in the )Nent that the debt is not repaid at the time
that the Estate of Jean A. Leggo, deceased, is called for final audit,
Carole Ann Stout Williams, one of the heirs under said Will and the
party of the second part herein, does hereby agree to assign and transfer
all her right, title and interest in and to the ten (10) shares of General
Motors Corporation stock to Arthur B. Stout, party of the first part.
It is further agreed that this Agreement shall be made available and a
part of the Audit Petition which will be submitted for approval to the
Orphans' Court of Washington County, Pennsylvania.
IN WITNESS WHEREOF, the parties hereto, their heirs
and assigns, intending this to be a legal and binding Agreement, hereby
affirming and agreeing to all the terms as hereinabove set forth, have
hereunto set their hands and seals the day and year first above written.
Signed, sealed and delivered
in the presence of:
-~ 7?. -~-~'~ ~ 9v ~.t/~.,1
. tU~f~ll M. mAUfMAff, JR., NOTARY PU~ 'Carole Ann Stout Wllhams
f'INDLAY TJ\'I::~HtP, ALLEGHENY COUNTY
l~ toMMISSi1!1 tXPIRfS MARCH 28, 1970
(SEAL)
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: )
)
ESTATE OF ) NO. 1567 OF 1968
)
JEAN A. LEGGO, )
)
Deceased. )
ELECTION TO TAKE IN KIND
The undersigned hereby elects to take in kind the
stock bequeathed to us by Jean A. Leggo per paragraph '·'SECOND"
of her Last Will and Testament, in accordance with law.
Dated: March 19, 1969
TRUSTEES OF OVERBROOK
PRESBYTERIAN CHURCH
,/
/.
\
:... .
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF
NO. 1567 OF 1968
JEAN A. LEGGO,
)
)
)
)
)
)
) Deceased.
ELECTION TO TAKE IN KIND
The undersigned hereby elects to take in kind the
stock bequeathed to her by Jean A. Leggo per paragraph '1SEVE'NTH"
of her Last Will and Testament~ in accordance with law.
Carole Ann Stout Williams
Dated: ~~I f~Z
Arthur B. Stout
I
~---------~--------------------------------------------------~~1
·;, .
I :,1
,. .. ' ' .
I • ' •'
' ' '
; .
IN THE.COURT OF COMMON PLEAS OF WASHINGTON COUNTY,
PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF··
)
)
)
)
)
)
)
NO. 1567 OF 1968
JEAN A. LEGGO,
Deceased.
ELECTION TO TAKE IN KIND
The undersigned hereby elects to take in kind any and
all stock bequeathed to her by Jean A. Leggo per paragraph "NINTH"
of her Last Will and Testament, in accordance with law.
I 0 ~.~ · ~ Cu .~-fl~ Dated::»J. ~~ ... ) I (C.? +-r"'?. L. 11 _ .·_ -·--:"--:------------+
.
·I . .
'Jean A. Stout
,.
i '
' ~
IN THE COURT QF COMMON PLEAS OF WASHINGTON COUNTY~
PENNSYLVANIA
ORPHANS' COURT DIVISION .. '
IN RE:·
ESTATE OF
NO. 1567 OF 1968
JEAN A. LEGGO~
)
)
)
)
)
)
) Deceased.
ELECTION TO TAKE. INKIND
The undersigned hereby e1ects.to take in kind the
stock bequeathed to him by Jean A. Leggo per paragraph "SIXTH"
of her Last Will and Testament~ in accordance with law. --~ • • , • ~ -n ;..~-~ ..... ~ --~· -.,.. ,., ~ --
• ..
..
'."\..' rf
'
.. I •
..
~ •_.J
' '
I• !._'
.•
• if ' .... -.,
1:' '
' _,
' ..
''\'!-
I •
, I•
. '
r
·I' I,_
•'
-' -..J .•
-,.
... . . .
·.
, ft'
-~ .. ,.,.,..., c:n . l c..o ~ .... ::: r ~ -m +" l::J
::::;.. ..... =·
t.Q '-
~ -
"
,.
·.
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY~ PENNA.
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF
)
)
)
)
)
)
)
NO. 1567 OF 1968
JEAN A. LEGGO,
Deceased.
PAY TRANSCRIPT
The undersigned, distributee under the Adjudication and Decree
at the above number and term, do hereby acknowledge receipt of the stock
hereinafter mentioned and do hereby release and discharge Arthur B. Stout,
Executor of the Estate of Jean A. Leggo~ deceased, from any and all
liability in connection with the administration of the above estate.
500 Shares of American Telephone and Telegraph Company,
being Certificates Nos. 0125-9408, 0125-9409, 0125-9410,
0125-9411 and 0125-9412, each in the amount of 100 shares
44 Shares of E. I. DuPont De Nemours.& Company, being
Certificate No. W0762-592'
204 Shares of General Motors Corporation, being Certificates
Nos. WP388-339 and WP388-340 each in the amount of 100
shares and Certificate No. WL595-203 in the amount of 4 shares
120 Shares of The Philadelphia National Bank~ being Certificate
No. E 73004 in the amount of 100 shares and Certificate No. F05 189
in the amount of 20 shares
360 Shares of Scott Paper Company, being Certificates Nos.
PC 249191, PC 249192 and PC 249193, each in the amount of 100
shares and Certificate No. PC0316710 in the amount of 60 shares
412 Shares of Sears, Roebuck and Co., being Certificates Nos.
C2-172588, C 2-172589, C2-172590 and C 2-172591, each in the
amount of 100 shares and Certificate No. Cl-223030 in the
amount of 12 shares
320 Shares of Mobil Oil Corporation, being Certificates Nos.
CR68774, CR68775~ and CR68776, each in the amount of 100
shares and Certificate No. CE45549 in the amount of 20 s.hares
258 Shares of Sun Oil Company, being Certificates Nos.
PC63894 and PC63895 each in the amount of 100 shares and
Certificate No. PF470574 in the amount of 58 shares. (The
Adjudication and Decree shows 222 shares. The difference
of 36 shares represents a stock dividend or return of
capital. )
Dated: {j-ve._1.--,. -6 ~~W.~~
J "-~_j A. Stout
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF
)
)
)
)
)
)
)
NO. 1567 OF 1968
JEAN A. LEGGO,
Deceased.
PAY TRANSCRIPT
The undersigned, distributee under the Adjudication
and Decree ~t the above number and term, do hereby acknowledge
receipt of the stock hereinafter mentioned and do hereby release
and discharge Arthur B. Stout, Executor of the Estate of ~rean A.
Leggo, deceased, from any and all liability in connection with
the administration of the above estate.
10 Shares of Common Stock of General Motors
Corporation, being Certificate No. WL595-204
Arthur B. stout
IN THE COURT OF COMMON PLEAS OF \~ASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: )
)
ESTATE OF )
) NO. 1567 OF 1968
JEAN A. LEGGO, )
)
Deceased. )
PAY TRANSCRIPT
The undersigned, distributee under the Adjudication
and Decree at the above number and term, do hereby acknowledge
receipt of the stock hereinafter mentioned and do hereby release
and discharge Arthur B. Stout, Executor of the Estate of Jean A.
Leggo, deceased, from any and all liability in connection with
the administration of the above estate.
Dated:
50 Shares of Common Stock of General Motors
Corporation, being Certificate No. WL595-205
~~· 1969
I
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE: )
)
ESTATE OF )
) NO. 1567 OF 1968
JEAN A. LEGGO, )
)
Deceased. )
PAY TRANSCRIPT
The undersigned, distributee under the Adjudication
and Decree at the above number and term, do hereby acknowledge
receipt of the stock hereinafter mentioned and do hereby release
and discharge Arthur B. Stout, Executor of the Estate of Jean A.
Leggo, deceased, from any and all liability in connection with
the administration of the above estate.
Dated:
25 Shares of Common Stock of Sears, Roebuck
and Co., being Certificate No. Cl-223027
' 1969
WOMEN'S ASSOCIATION OF THE
OVERBROOK PRESBYTERIAN CHURCH
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF
)
)
)
)
)
)
)
)
NO. 1567 OF 1968
JEAN A. LEGGO,
Deceased.
PAY TRANSCRIPT
The undersigned, distributee under the Adjudication
and Decree at the above number and term, do hereby acknowledge
receipt of the stock hereinafter mentioned and do hereby
release and discharge Arthur B. Stout, Executor of the Estate of
Jean A. Leggo, deceased, from any and all liability in connection
with the administration of the above estate.
Dated:
10 Shares of Common Stock of General Motors
Corporation, being Certificate No. WL595-202
~~~·,~oo~g~j•O~~---' 1969
. ; ' ..
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF
)
)
)
)
)
)
)
NO. 1567 OF 1968
JEAN A. LEGGO,
Deceased.
PAY TRANSCRIPT .
1he undersigned, distributee under the Adjudication
and Decree at the above number and term, do hereby acknowledge
receipt of the stock hereinafter mentioned and do hereby release
and discharge Arthur B. Stout, Executor of the Estate of Jean A.
Legge, deceased, from any and all liability ln connection with
the administration of the above estate.
Dated:
25 Shares of Common Stock of Sears, Roebuck
and Co., being Certificate ~o~ Cl-223026
_ _...,.fjuw-'f-1· ·=--~-IS_-_, 19 6 9
TRUSTEES OF THE OVERBROOK
PRESBYTERIAN CHURCH
" <It ...
IN THE COURT OF COMMON PLEAS OF HASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF
)
)
)
)
)
)
)
NO. 1567 OF 1968
lJEAN A. LEGGO,
Deceased.
PAY TRANSCRIPT
The undersigned, distributee under the Adjudication
and Decree at the above number and term, do hereby acknowledge
receipt of the stock hereinafter mentioned and do hereby release
and discharge Arthur B. Stout, Executor of the Estate of Jean A.
Leggo, deceased, from any and all liability in connection with
the administration of the above estate.
25 Shares of Common Stock of Sears, Roebuck
and Co., being Certificate No. Cl-223028
UNIVERSITY OF PENNSYLVANIA
Dated: June ~0 , 1969
..
.. .. ' ..
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN RE:
ESTATE OF
)
)
)
)
)
)
)
NO. 1567 OF 1968
JEAN A. LEGGO,
Deceased.
PAY TRANSCRIPT
The undersigned, d{stributee under the Adjudication
and Decree at the above number and term, do hereby acknowledge
receipt of the stock hereinafter mentioned and do hereby release
and discharge Arthur B. Stout, Executor of the Estate of Jean A.
Leggo, deceased, from any and all liability in connection with
the administration of the above estate.
Dated:
25 Shares of Common Stock-of Sears, Roebuck
and Co., being Certificate No. Cl-223029
-_;·.,q.J..;.;~MAP--....-YI_o_, 19 6 9
/j' u
WESTMINSTER COLLEGE
l 1 ~· 2 .. A
By __ _.~----~----r-~r--~------------~
/ / ~ ...
••
~
r.,
i •
IN THE COURT OF COMMON PLEAS~
iOF WASHINGTON COUNTY, PENNA
ORPHANS' COURT DIVISION
NO. 156 7 OF 196 8
IN RE:
ESTATE OF
JEAN A. LEGGO,
Deceased.
PAY TRANSCRIPT
th_~)
~ ?:1" > l'T1 :,::::)
(;'} G? c:: .... --(/')
:: (/) (f) tl
...... -·-t rn <.~ rn 1--~t ;o ~-
~q ... _ ., ?:::
(') .... -:;:,. 0 ... :. ::0 : r: ~ -oro )>(11
-~·
~':.."".
"'-~~ c.t:1 .'~ ~ -~~ ... -' •-: ...
t;..;:) ._,.. ... ··'tf·'*:'";;;_-
.... ~:: .~ s e~4 .... ~··::
t---~ "'f
"""" CIQ
:g _.....:.:..,
[;:1
a; ....
--c::;)• .
~
..&;;:"
THOMASJ. TERPUTAC, ESQ.
729 Washington Trust Building
washington~/;':J/4~
~
,,
~
~-
--.... ~ --· ~
Form RCC-33
RESIDENT DECEDENT
IMPORTANT: This return must be completed in d with will attached, with the
Register of Wills of the Coun decedent resided; Return is due within one year after
date of death, unless an ension is granted by the Secretary of Revenue. (Section 703 of
e '],'ax Act of 19!31.) ----;;.;~,;;;~:~~-~A~ OF ------}:::u:~: OF
Late of ..... VJ~.-~h-~pgton.. . . .................................... County ~
::.:· .:g::::~!:::~·~ :~~ -_:--~~-:-_} MO
..... ............... . ............. ARTHUR .... B .•...... .ST.OUT, . ..... ...... ...................... . ......................... . . ........................... Eeeutor
of the estate of the above-named decedent being duly sworn, deposeS and say S
Decedent dJed ......................... %~~~h~h 29, .. (Hay) ... , 19~z~~)·· {~~eaving a last will, copy of which is hereto attached. }
Name and address of attorney orl
other authorized representative to
whom all correspondence should be_ .
Ed d V S • E . ... ... ......... war. .. .. cJ.am.anna., ........... .s.q.u.J.re ................................. .. ... .
222 Washington Trust Building
Wcfshiilgtori; P~ririsylvariia ··········· · mailed. . J
That as such ..... e.xe.~.ut.Qr .................. deponent is familiar with the affairs of said estate and the property con-
( Executor· Administrator)
stituting the assets thereof and their fair market value.
Tha:t 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:-
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO __ DF;CEDENT
That the contents of said safe deposit box or boxes are itemized under Schedules· ______ of this
return, with the exception of the followin& for the reasons hereinafter set forth:
That Sc.hedule A attached h,ereto and made part hereof sets forth full v and in' detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It
also sets forth the mortgage encumbrances upon each p~rcel 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 B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death; all moneys left~y 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 acc~ed 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 death
in all other cases; all bonds, postal savings, treasury certificates or notes and other· evidence of in-
debtedness of the United States to the"decedent; all obligations, whether by statute or agreement they
are designated as ta~ free, of the United States, or any state, or political subdivision thereof, or of
any foreign country, which are owned· at the time of death; all wearing apparel, jewelry, silverware, pic-
tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all
other personal chattels of whatsoever kind or nature, left by decedent, together with the fairly estimated
market value thereof; all bonds and mortgae:es held by decedent and of all claims due and owing decedent
at the time of death, and all promissory notes or other instruments in writing fQr the payment of money
, of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face
.,t . value and estimated fair market value thereof, and if such estimated fair market value be less than the
face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable
to the estate from life insurance polici'es carried by decedent; all annuity and endowment contracts the
proceeds of which ,were payable upon the death of the decedent; and all the corporate stocks_ and dividends·
due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by ·the decedent ~t the time of death, with the market
value thereof at such time.
\
' . . ,. .
..
In the case _of ~ecurities of close or family corporations, the _values reported are as far as
possible substantiated by. financial statements of the corporations, showing the assets and liabilities
thereof as of the"date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted, it sho~ld 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 ~njoymerit at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each. transfe~ee and
all other facts of a pertinent nature regarding_ -sa~.d tral"!sfers~ 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 copy
of the deed, trust agreement or other instrument creating the trust.· Ther•~ is also set forth in said
schedule a list of all property, real and personal, with its value, whic_h pass.es. a.t.decedent's death by
virtue of the exercise by decedent, either individualiy, or jointly with another, or any power of appoint-
ment vested in decedent, either individuall.Y _or j_ointly, bY_ the will, deed, or other instrument of another,
with a copy of the instrument .c~eatihg such power ,at~ached t~ the schedule.
That Schedule D attached h~re.to and ~ade par't hereor" se.ts forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death, .th~ 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, and the 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 ~he name, address and rel_a tionship, if a.J?.Y,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones ,or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of
~ . death; taxes accrued charge.able for period prior to decedent's death (except. those_ allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,.
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ... 9.,,.,,_f.J... ........
......................................... .... .. . ... day of ....... Ma.y.,.............. . . . . . ...... 19.6.7. .... ..
----~~-~:;~~;···
MY comw~::mn .... ~ --·'"::; .. · · ·"1 ~;· •NA.
CllY OF WASrm:GTON. ViASfHt;GlOfl CQ..,,lTY, I'E!.
~£~----. (Executor-Administrator)
........... R ........ D: .. : .... -1 .............................................................................. ~ ............. .
· (Street Number)
........ _gJJ.P..~.9.P.., ...... ~-~.m~.~.YJY9.P.~.?. ................................. .
(City or Town and State)
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed,
..
•<. ~ ..... '
RCC·S-4 (1·84) ,
COMM,ONW.FlAk:TH .OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF' COUNTY COL.L.ECTIONS
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 hr,-ld by
the decedent as tenant in common with another or others, should .be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Com~~!"wealth of Pennsylvania should be (1) (2) (3)
described by lot and block number, street and street number, together wl th DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title; If a form state number of ,a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encum~rances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,ore DEATH In this space) to be listed on Schedule "F" and must not be deducted from this schedule.
NONE
/
\ \
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
.<;
.. . .,,
~CC-35
_COMMONWEALTH OF PENNSYLVANIA
TRANS·FER INHERITANCE TAX
RESIDENT DECEDENT
..
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCT!ONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of hts death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E", Inta~gible personal property, titled in the name of the decedent, but
pay~ble 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 nrr:>perty, such as bonds, treasury certificates, cash on hand and in bank, ..,
stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
Noo
1
2
ITEM UNIT ESTIMATED DEPARTMENT VALUATION
List and describe fully VALUE MARI&r VALUE (Do not write in
this space)
800 shares American Telephone & Telegraph
Co. (~. Y.) 60.875
c.(( 4:8,700.00
44 shares E. I. Dupont DeNemours & Co.
(Delaware) 153.50 6·, 754.00 e-\C
3 374 shares General Motors Corporation
(Delaware)
4 10 shares Philadelphia Electric Company
(Pennsylvania)preferred stock 85. 5C
5 431 shares Philadelphia Electric Company
(Pennsylvania) common stock . 32.67~ 14',082. 93'
~
6 120 shares The Philadelphia National Bank
(USA Laws) 1 54.00 6,480.00 6.\<.
360 Scott Paper Company (Pennsylvania)
common stock ~
7 10,237.32 · o\<.
J
8 612 Sears, Roebuck and Company (New York) t \L
common stock ~ -52.06~ 5: 3lb,862.25 · ·
320 shares Socony Mobil Oil Company, Inc.
now Mobil Oil Company 44.12' 9 14,120.00
58.25
322 shares Sun Oil Company (New Jersey)
common stock .
10 18, 756'. so-
" 11 Mellon National Bank and Trust Company, ~
Gateway Center, Pittsburgh, Account " ' ~
No. 409-1974 1~.9~/ . ~ J ~l-2J_M_e_l_l~on~N-a.:.::t:...:i_o-=n.:..a:....l~B-a_n_k-an_d_T_r_u_s_t_Com_p_a_n_y_,-+--_____ --l-·---~g-,:a1:~t., .. :tl:-!l-~ .-i/J_··,~· ·~·\,,.....~/
Gateway Center, Pittsburgh, Account ~~~ ~ ..
No. 188-9657 I . _, 6'~ {).M), TOTAL •••• :. • • • • • • • -±8-1, 949. 43
{~ 1~1Yo
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
X X 181 ,949.4'=
If'!; 9t 110
1 ; /. oJ 7, 9 7
' . ..
R.cc·-J6 ..
·romtON_'I'EALTH OF PENNSYLVANIA
TlUNSFER. INHEIUTANCE TAX
~SSIDENT DECEDENT
•,
SCHEDULE "C"
TRANSFERS
(1) Dirt 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) No
(3) If the answer to (1) or (2) above is in the affirmative state:
(a) Age of decedent at time of transfer -----------
(b) State of decedent 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 yes or no) ________ _
(b) What was the transferee's age at time of decedent's death?
(5) Did decedent in his lifetime make any transfer without receiving a val_u_a_b_l_e __ an-d--a!lequate consideration
therefor under which transferor expressly or implied1y reserves for his life or any period which does
not in fact end before his death:
(a) The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no) No
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) No
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved. in decedent
alone or 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) __ N~o~----
(8) Dirt decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved. power to alter, amend, or revoke, or which could revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) __ ~N~o~------
(9) If the answer to (8) above is in the ~ffirmative, 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 cer-tificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based,
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM DESCRIPTION
NONE
v
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
MARKET VALUE
(Estimated)
/
DEPT. VALUATION
(Dept. ·Only)
FORM Ill
AND
~gent of tbe Qtommontuealtb
ROOM 216. CITY.COUNTY BUILDING
471-4870
. JFv;f"'
Jomt Account Docket No ..................... .
Docket. ........... Page ............. : .... Lin~ .............. .
J-)/f-b 7 Date of Death ..... ~·=_::·vc;z··:;.:b······ ........ .
Date Mailed ........................................... ?. ....... .
Jlittshur.gfr, Jctttts~hnmht 15219 ~~tr-~ ··················zt~····~···;·················································
~~;!i
Dear Sir:
This letter is to inform you that the Act of July 14, 1936, P. L. 44, and the Act
No. 207, Laws of 1961, Section 241 and 226, makes taxable the accrual of an interest
of a joint estate at the death o a joint dep ::>Si~ owner, or interest in a revocable
and/or ten~tive trust. cr-c7f ~
on depos ~~ ;J)J,· j{ .. ··71··~·· ........................... iS"-o; .. ·I··... . ........................................ , m the
~mount of$ ... /·····················.····· ... ~ ... Taxable at... ............... fo· /.5'6~£
The amount Of tax due IS t-vf --l, z $.7.~.......................... /
If the tax is paid before ............................................ ····· ···· ·································· ] !~/ ~
a discount of 5~i wiJl be allowed. $ ................................. ..
If the tax is paid subsequent to .......................................................................... ..
interest will be charged at the rate of 6(;{) per annum.
interest from.............................................. .. . .. to... . ......... ... .. .. ..... .
$ .. ;·;:;tt~t J
Total$ .. / ....................... ..
If you pa.id the funeral expenses or any other debts of the decedent from the
funds in the above bank account, please Itemize on reverse side, execute the affi.davit,
and return this notice for a re-computation of the tax due.
If no debts of the decedent were paid by you from the funds in the above bank
account, please return this notice, together with your check or money order payable to
the order of "Rita W. Kane, Register, Agt. for the Commth. of Pa." and mail to:
D. Albert Mazer, Supervisor
Inheritance 'l'ax Off!.ce
216 City County Bldg.
Pittsburgh Pa. 15?.19
tr~rlfimrJ_z , }_ .~IJ.L~~~ ........................... ~~ ........... ..
D. Albert Mazer, Superv1s~ /t:-1>-.
STATEMENT OF DEBTS AND DEDUCTIONS
NO. OF
DATE VOUCHER NAME OF PAYEE NATURE OF DISBURSEMENT AMOUNT
-
.
COMMONWEALTH OF PENNSYLVANIA}
COUNTY OF ALLEGHENY SS:
I. --------------·--------------------HEREBY CERTIFY, THAT, TO THE BEST OF
MY KNOWLEDGE AND 1'3CLIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS. FUNERAL EXPENSES, AND EXPENSES
OF ADMINISTRATION SUBMITTED TO THE ESTATE OF'
INHERITANCE TAX PURPOSES.
SWORN AND SUBSCRIBED BEFORE ME THIS·----··--DAY OF
19 ___ •
---------DECEASED, AS DEDUCTIONS FOR
(L. S.)
RCC-38 4 •
CCMMuN'-'\11::,\LTH ·uF PENNSYLVANIA
Tn•\t'\.S?l.::n 1~l-1ElU T,\NCE T:\.\:
HF~IDE~T DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
nSTRlTTIOXS: This scherlule must disclose all property, real and personal, owned by the rlecedent jointly
with another or others, including intangibles, standing in the name of the decedent and others. List
rt:>al 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 Rea!~state~ ! .
42 shares Atlas Chemical Industries, c.
Common stock Registered.in the names
of Jean A. Leggo and Jean A. Stout, I
percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Decedent's
Interest
joint tenancy with the right of I
survivorship. 118.87 792.75 c? ~i
Mellon National Bank and Trust Compan
, Gateway Center, Pittsburgh, Account
No. 409-1675 in the names of Jean A~
Leggo .Q! .lean A. Stout. r .J-~~..,.~~io(or ~~ ~,t,tft,~, :..:..:;,.;;..-/
Dollar ~~vings ~ank; Fourth Avenue_
\and Smithfield,. savings accoupt in th
name of Jean A. Leggo or Jean A. Stou •
This total repres::ts the ~·1e~s~~
and securities held jointly by
the decedent and Jean A. Stout,
R. D. 1, Clinton, Penna.
e,~~ I .,
I
1,809.55
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
\
h
" . . -. ·. .. .
RCC-.37 (12~6J)
ClHOW:'\\\'E:\I.Til OF PE7'::'\SYYl.:\NIA
TRANSFF.R I~m:RIT.\NCE TAX
RESIDENT DECEDENT
BENEFICIARIES AND ADDRESSES
State full names and addresses of all who
ave ·an interest, vested, contingent or other-
wise, in estate)
Overbrook Presbvtetian·
Church. Overbrook. Penna
Women's Association of
Overbrook Pl"P~hvt-Pl"i ~n
Church ov~rbrook P~nna
University of Pennsvlvania
Engineering Society.
Philadelphia. Penna.
Westminister ColleQ:e
New Wilmington. Penna
Thomas W. Armor
Fort Wavne. Indiana
C:!:! ,..-n 1 ~ Ann ~t-nnt-Tt.H 1 1 .; .,.,.,.,
7 Imperial. Penna.
Ma rv Rave Armor Bulmer
Ne'W C·:rlisle Ohio
Jean A. Stout.
Clinton, Penna.
~
. ., ...... ""
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 f~ct.) OR NO BIRTH
25 shares of Sears.
Roebuck & Co stock
?!:i ~h~,.~~ of SP~l"~
· RnPhttr.k & Co stock
25 shares of Sears
Roebuck & Co. stock
25 shares of Sears.
IRn~l-u~r-k & C:n ~rnr-k
Grand'Aenhe'W Yes 10 shares of General .
Motors Corp. stock
grandniece Yes 10 shares of General
Mnrn,..., C:n,..n C!t-nr-lr
~-
Ni~ce Yes 50 shares of General
Motors Coro. stock
Niece Yes RP~irln~rv estate
'
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
Will
Administration ( No. Year
D< THE
:\lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
JEAN A. LEGGO,
Deceased
J ~ .... ('":' .. --""
~ -· ..
Late of ... Hanover Township
County of . Wasl1~11gton.
Commonwealth of Pennsylvania
m ( >J' REPORT~D APPRAISAL ,· '~·~ ·']) C-. '·"n c: ~ :; <--.::.v z t t
~·-:~r~ m . ;:=
-< ,rn . t
..._j.r
(--.--}~_!:a
1-·,:a
~2:·· <2 r..r --~,.,,_.,. ~~~~;~
C': <..">
-o %
VJ ..
.r...
CP
rn
0
Edward V. Sciamanna, Attorney
I
/
I
l
\
(
(Executor-Administrator
rriust complete "As
Reported" column #1.)
CJ ... 0 Vl Vl
. ...,
:C...~ :o ~ ,..., . ...., ..., ; ..... t:S ~ ~ :. ...... :'rt "'
ll> :N:I-' S!: "'<
(1) •o :
-:H'l :~ t,;J . J't)
j;J" :rt : .....
(;" 0 :o.. :rt
.Q) iO ....... t1 . •o
•rt '"d . '03 :m ~-,;t1 :b) C"t :0" i..:: . ...... :m
:,......: :cn-:n W :~ ?"' ·• . : -C"5 :~.....;
'-'
~.f;h.Y:).f:,h
·~:~~: .. .. .p..:Vt
'0'\ ..... ,....., •a:»·
:• : ... ·r-..·o· : .. ,.. -: -::-,. :Q'\ :w.
'"0 !:1::1 (1) ... (1)
Vl E. 0 ::l '"C:j E. ... 0
~ '0 ... (1)
0 ...
'0 ~
~ ..... '<
Vl c::: a:: a:: > ::z:, --c:n Vl ...::
g. n ?"'
c:; > • • ~ ....__.
'* *
t-a !2:-oooi!' t-al:S ~ II> ~-
;\0 '0 -+"" o-
:\0 ... -,. (1)
~ c..
w
._ ·~ «> ._ ._ ._
.:. > :r.
v (t~
(; lV ..,~ 3
:::1 r. c..
' ' I I
II ~ •J
~·
,
.. , ..
~'Ill ~ . .._
Form RC C ·10 DEDUCTIONS ALLOWED' IN .J
. .
OFFICE OF THE STATEMENT OF DEBTS THE SUM OF . , , . • ....... , $ ...... ..
ANO~ESOCT-fO"'~··. rJ ,\ . REGI~TER OF WILLS
OF _..:..:W..:::a:.=S=h::.:i::.:nc:.o;g;&.;t=-0=-·n~-COUNTY DATE APPROVED ....... .
AND AGENT OF THE COMMONWEALTH
Register of Wills, Ageol
ESTATE OF Jean A, J.eggo LATE oF Hanover Township
DATE oF FILING APPRAisEMENT---------DAn: oF DEATH · March 29, 1967
DATE NO. OF NAME OF PAYEE REMARKS AMOUNT
VOUCHE'I
Armour Funeral Home ~ Funeral expenses ' . -r-R.J. 'Fr:~nkenfield & Chad'tdck Funeral expenses
..-.....;? ' .. .
F.rh.1 A Carroll Coilmanv Engraving marker
Golfview Manor Nursing Home Servic-es rendered
n,.. H~rnld D Thomas Jr Medical services
Area Ambulance Service, Inc. Services rend~red
nr A lL Green. Jr. ..
.. 'T' lrJ A
M,.,.,..,.,. t:~ xi f :~ r..e.s.. -J;.:
and..m4st~'t~·r1ariaous expenses-
• . •-' ,...,,.,, .... ~-·~ •4no hn~.,;:
~m ... ...-·-.:_~--.--
-_....... • .. · ,.LQ
ael.pn.La
Rev. Cletus Baker
I
.T,..senh Mustio
Telenhone charges and
telegrams regarding death
..... ,.. ... .:,.,., '
Rov Jamison --
Carole Williams -
F; ~thcta.rv 1 ~ C'rnmni~~; on -. "' .
Attornev's fees
Costs of administration
::;:d?emra . .-l':fille~uanG.e-T.a.-x
-· ..
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Washington
_r-
Medical services
Transportation
~
"
--· ~~p. ~
Services rendered
1 Preparing 1966 tax
Services rendered
... Services rendered
(£ . ·'
{Er . .:~,., ....... ,
it:" . !)
'
987
706
30
20
60
so
190
112
-----
~·'\
20
return 15
SR
10
20
5.000
7. s·o·o
500
...., h.Q'J);;,
--·.
40 429
1, Arthur B. Stout, HEREBY CERTIFY, THAT. TO THE BEaT OF
MY I<NOWLI!OGE AND BELIEF, THI! FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS FUNERAl. EXPENSES AND EXPENSES OP'
ADMINISTRATION sueMITTEo To THE ESTJITE oF Jean A. Leggo · '-J'-INH~RITANCE TAX PURPOSES. \ , /7 +/ /? ~=D, ;s DEDUCTIONS FOR
11:) \ -~~ (L.S.l
SWORN AND SUBSCRIBED I!EFOR~E THIS ? t. ~ CAY OP' '72ud~:!!;; »it~g ~:<d-
75
00.
00'
00.
00.
00~
00-
30 ..
-nn~
oo~
OQ _ __.
()')--
00·
00.
00 .
00.
00 .
_a.a
~
70
__ j
Vv\ .. (. ·.
; .. () . ' .. ... '\ \: t .. ~
. ' .
·1 .. "{f-
.. ·,
' ..
. '
. ; ....
('
~r . '
J.
; .
~-~~~~~~~
(
Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS
No 909823 OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax File No. 9402-1.34
Date June 15 67 --------19 __ Office REGISTER OF WILLS, WASHINGTON ~=--=-----------Ja.
WASHINGTON County, ss: Received from ___ ;:.;:A;.::r_t...::.h....::ur=--=B:....:•=--S_t_o:.__u...::.t.:.___ ________________ _
(Executor, of the estate oLf _______ :::.JEAN.=::. ~~A=-=·~LEGGO==::__ _____________________ _
who died March 29 19_!!L_, the sum of TWO THOUSAND FIVE HUNDRED and no/100 - - -Dollars,
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
Appraisements Made and Filed
Real Estate
Date
Personal Property
Date
Valuation
$. ______ _
$·-------
Total
Valuation
$) ______ _
$·-------
Total
Total Gross Assets
Less Debts and Expenses of
, Administration
· Glear Value of Estate
Valuation of Life Estates or Annuities
$. _____ _
$. _____ _
$.
$. _____ _
$ INCOMPLETE
Date· 19 __ $•--------
_________ 19__ !::$=======
Estate Tax Assessments
Date · 19__ $. _______ _
_________ 19__ !::$=======
NOTE: In accepting the transfer inheritance tax on future estates prior to the death of
the life tenant or tenant for years, as evidenced by this receipt, it is understood that the Com-
monwealth shall not be precluded or prevented from hereafter assessing additional inheritance
tax at the death of the life tenant or tenant for years whenever it appears that such additional
tax may be legally due and collectible for any reason whatsoever.
®OOD®D~£[L 37-.r-?
NOTE: To be delivered to taxpcryer by Register of Wills
Computation of Tax
Tax on$ 5%
Tax on$ 10'7'0
Tax on$ 2%
Tax on$ On .Account 15'7'0
Exemptions * $
Total Estate $
Total Tax
Less Tax Previously Paid (if any)
Less five per centum of tax if paid
within 3 months after date of death
Amount of Estate Tax Assessed under
the Act of May 7, 1927.
Balance
Add interest at the rate o %
;from ___________________________________ _
to -------------------------------
Total
$
$
$
$ 2,6.31.58
$
$
$
$ l3L.58
$ _________ _
$================
$ 2,500.00
* As evidenced by Charitable Exemption Certificates issued by the Secretary of
Revenue under Act of May 28, 1956, P. L. 1757, effective Tune 1, 1957, as amended
by Act No. 381, approved Tuly 11, 1957, and Act No. 207, 1961, Section 302.
SEAL
~~ / • FORM RCC-4-RI -,
~ TRANSFER INHERITANCE and/or ESTATE TAX,
/ RESIDENT DECEDENTS.
;'
' RECEIPT .. -
Page· S Une j?
....... .. 9 ... _. r .-' ·J--/ 'Estate oLf _ __:JEAN=' =.:....=A.::...• -=LE=:G...::GO;_;:._ __ _
OFFICE OF REGISTER OF WILLS
I201 (g), Act of April 9, 1929, P. L. 343, as amended, 'O'iz:-·"To receive from Registers of Wills all duplicate ,re--
ceipts lor taxes paid to them by executors or adminis-
trators and to charge the Registers receiving the money with the amount receipted lor. The original of each such receipt shall be signed and sealed by the Register of
Wills and transmitted to the executor or administrator,
whereupon it shall be a proper voucher in the setllement of the estate. In no event shall the execut.or or adminis-trator be entitled to a credit in his account by the Register unless the receipt is so signed and sealed by the Register of Wills.''
Fill in below name and address of person to whom
lax receipt is delivered:
I
To ATTY. E'D WARD SCIAMANNA
222 WASHINGTON TRUST BUILDING
VlASHINGTON, PENNSYLVANIA 15301
L
l.
..
_j
Form RCC-4-Rl-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS
No. 92487 4 OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax File No. 9402-] 34
Date February 9 19 68
OHice REGISTER OF WILLS, . WASHINGTON Pa.
WASHINGTON County, ss: Received from Arthur B. Stout
(Executor,~~ of the estate oLf -----JJJ.JE:.,jA~Nj)j._.JtAh • .--JlbiEl!r(:;~(:;~OI-----------------------
who died :March 29 19_6_1_, the sum of NINETEEN THOUSAND and :n.o/100 - -Dollars,
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
Appraisements Made and Filed
Real Estate
Date Valuation
$. ______ _
$. ______ _
Total $ ______ _
Personal Property
Date Valuation
• h~ $. ______ _ ...
(' $. ______ _
Total
Totcil ~Gross Assets
Less Debts and Expenses of
Administration
Clecir Value of Estate
Valuation of Life Estates or Annuities
$. _____ _
$.
$----~--
T''-T,... "-'I
$ .l.l.'lv V.1V1PLETE
Date 19 __ $ _______ _
-.----------19__ !:$=======
Estate Tax Assessments
Dote ' 19__ $ _______ _
---,------19__ .!:$=======
NOTE: I~) accepting the transfer inheritance tax on future estates prior to the death of the life tenant or·tenant for years, as evidenced by this receipt, it is understood that the Com-
monwealth shall not be precluded or prevented from hereafter assessing additional inheritance
tax at the death of the life tenant or tenant for years whenever it appears that such additional
tax may be legally due and collectible for any reason whatsoever.
®OODCBJD~£[L 37-5-9
NOTE: To be delivered to taxpayer by Register of Wills
Computation of Tax
Tax on$ 5%
Tax on$ 10'}'0
Tax on$ 2%
Tax on$ On Account 15'}'0
Exemptions * $
Total Estate $
Total Tax
Less Tax Previously Paid (if any)
Less five per centum of tax if paid
within 3 months after date of death
Amount of Estate Tax Assessed under
th_e Act of May 7, 1927.
Balance
•Add interest at the rate o %
.from __________________ _
I· ' .,
to --:-----:--------------
Total
$
$
$
$ -_l9.000.0Q
$
$
$
$
$ ________ _
$========
$ 19,000.00
* As evidenced by Charitable Exemption Certificates issued' by the Secretary of
Revenue under Act of May 28, 1956, P. L. 1757, effectiv~ June 1, 1957, as amended
by Act No. 381, approved July!!, 195'7, and Act No. 207, 1961, Section 302.
·~ ~~ -, Register of Wills
MOORE BUSINESS FORMS, INC., ELMIRA, N. y.
v
,---------
1
I~
I
FORM RCC-4-RI
TRANSFER INHERITANCE and/or ESTATE TAX.
RESIDENT DECEDENTS.
RECEIPT
Docket 3 7 Page,_S __ T ...... .ine, __ 9 __
Estate O·Lf _J_E_A_N_A_. _L_E_G_G_O __ -'-'--
....... .
Of'FRE OF ~~'l'ER OF WILLS
X: ... :( Q
• c::t wiSHI~TON, ~~~r---------~~-·~~----------4Pa. 1..-4 _..: a:: f-'--..-7 ......! 1.11 (;:i D~J -Fe bJt:~~ 9 19__§_L
lsiG~ AND s;LQ; ~ROVIDED BY -~cTii'H 1201. A -l\EI!llcdl. 1929. P. L. 343
~ A~ED BY T!MA'!!l5• 1945. P. L. 528 u..... ;o !.?~
RUSSELL MARINO
Register of Wills
1201 (g), Act of April 9. 1929. P. L. 343. as amended, viz:-"To receive from Registers of Wills all duplicate ,re-
ceipts for taxes paid to them by executors or adminis-
trators and to charge the Registers receiving the money with the amount receipted for. The original of each such receipt shall be signed ·and sealed by the Register of
Wills and transmitted to the executor or administrator,
whereupon it shall be a proper voucher in the settlement
of the estate. In no event shall the executor or adminis-trator be entitled to a credit in his account by the Register unless the receipt is so signed and sealed by the Register of Wills.'' ·
Fill in below name and address of person to who111
tax receipt is delivered:
I ATTY. EDWARD V. SCIAMANNA To ------------------------------------------222 WASHINGTON TI.UST BUILDING
WASHINGTON, PENNSYLVANIA 15301
L
'1
l
_j