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Home My WebLink AboutOC1968-1575 - ESTATE OF HARRISONTestate Form J PETITION SUR AUDIT . . IN THE ORPHANS' COURT OF WASHINGTON COUNTY No ...... QJ.-:.6.8::-15.75 ........................................ . •••••••••.•••.••••.. 1"!-.!J:.!J:.?.. .• ~.': •.. ~?:;:;:~~-~~---··································· Fiduciary ..... ~JH.~.l?.\fX.&l:J: .. N9:!:":~9.~9:1 .. ~~~¥;_,_ _____ ..... . ········;·------------.:. ... · ................................... · ................................................. -: .. --.... -----: ............ . Executor Deceased Date of Date of Decedent's death: .... ~~~~~~~:!: .. ~X.L}2§.~ ......................... :Grarit of Letters .... ;I?!:~.e:I!lJ?.e:.~ . .J.?.~ . .J~.~-? ........................... . ~·· This is the ...... f.t.r~.t .. gng __ f.;i;nf!..L ...................................... account filed in this estate ... r'f..there have been former accounts filed in this estate, list file number or number and term .... J{QTI~.JU~g_ ......... ,"' . .; . . , '. Election to take Not applicable Date Election Place of; Under or Agai~st will. (cross out one) Filed .................................. Record .: ........................... . Name of surviving spouse .... Qh9;~1~~ .. R.~ .. H~~-~A.~.~-l)..2 ... 1:l.lf.~.1?.?.~9:, ... P.!-:~9:~~~9;~~~-A~~~~~g~--.<?:!J. .. J:9'.~y-~~l?.~?X .. J9., ... ~.968 List issue, where material: Did decedent marry after execution of will? (indicate) m(No)Any children born after execution of will? (indicate) nK(No) If answer yes, name them ................................................................................................................................ . .. -........ -.... -........ ---........ ----.... --"' .............. -...... -.. --........ -........ -.................... --.............. -...................................... -.............. ---........ -...... -.. --.................. -...................... -.............................. --'i_-.......... ~-............. -.......... ------. Leg.atees Charles R. Harrison Pittsburgh National Bank, Trustee List, if exceptions to above: Adeemed: Relationship Husband None Revoked: Interest Fiduciary, if deceased or not sui juris Predeceased decedent on November 20, 1968 Residue Lapsed: Abated: Give Cause: Bequest to husband lapsed on account of his prior death If partial intestacy, give facts: None Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? (Yes.) ~ If any exception give. cause: .... NQ .. ~~£~P.~j,~nlL ............. . • > File copy of Notice and date of mailing ..... .9~.~-?.~.':E ... ?.~ .. J.~§} ..................................................................................................... : ............... . , __ Is estate subject to the filing of a Federal Estate Tax Return? .... ~~---············································································ Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ... 9.9.Q ... QQ,. .. J.~::i~ .. P.);QIDP-.t .. p.Q.:ym~.nt ... discount of $48.00 · If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . ..... ~h~~~~~--~~~~E~ .. :tr.~.~E-~.~.?.1!-. .. ~.?E~.~~~~~~---~?.~ ... ~.~-~~---······················································································-··· Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: $ ... ff_,_17.Q .•. §~---············ See Schedule "A" attached ..... Total additional debits (Add) $465.97 -----------------------····-···-···· '< Itemize any .9dditional credi.ts not shown by account: See Schedule "B:" attached ~ .: Total additional credits (Subtract) $ __ }2.17 ............................................ Balance for distribution $ ... ff_,_§Q~_._§g __ , ........... . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value)· . I ~Balance for Distribution consists· of the following: '\:, .... Cash $20,000.00 maturity value-United States Treasury Bills due 1/31/70 at cost Advance Distributions to Charles Edward Harrison as per Item Second of Will .. $ . 522.84 19,681.78 2,400.00 $22,604.62 \ .. L_ ____ ........... ___ ...... _ .. ..._ _________ -.;:,;... ___ ~~----·--·· ·- l :;:, . ,._ SCHEDULE 11A11 Additional Debits (not shown by Account) 1969 September 15 McCloskey & O'Neill--Refund account cancellation of Liability Insurance on 750 Addison Street Property 17 West Penn Power Company--Refund overpayment service at 750 Addison Street Property October 31 Interest on Redemption $13,000.00 maturity value United States Treasury Bills due 10/31/69 Redemption Value 1969 October Cost SCHEDULE nBn Additional Credits (not shown by Account) 15 Washington-East Washington Joint Authority--Final Sewer Service at 750 Addison Street Property November 6 $20,000.00 maturity value United States Treasury Bills due 1/31/70 Cost Carrying Value November 24 Pittsburgh National Bank--Compensation $13,000.00 12,537~20 $19,681.78 19,681.78 $ 1.00 2.17 462.80 $465.97 $ 4.41 -o- 27.76 $ 32.17 ' . If F ·1 E · I · d b P · · · 1 f. R d· Not aP.nlicable amr y xemptron c arme y etrtron, grve pace o ecor .................. .~:: .............................................................. . If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ..... ::::::::::.:.:::.:.:.:::-.:::-.:-.:-.:-.:-...... . List any advancement or distribution on account that has been made, and nature and amount of same: Charles Edward Harrison--Cash advanced on Account of annuity payments under terms of Item Second of Will: As per Page 10 of Account filed September 27, 1969 October 27, 1969 November 24, 1969 $1,800.00 200.00 200.00 200.00 $2,400.00 Suggested distribution of balance shown, both as to principal and income, attaching signed and rtemrzed elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: To Cha:t;Jes Edward B.iirrison--Annuity Payments due from December 27, 1968 to November 27, 1969, inclu~ive, under terms of Item Second of the Will--$2,400.00, credit to be taken by accountant for advance distributions To Pittsburgh National Bank, Trustee under Will--Residue, including $20,000.00 maturity value United States Treasury Bills due 1/31/70 at cost value of $19,681.78. •v COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly ............ ~-~~~~---·············doth depose and say that the facts set forth in the foregoing petition are true to the best of ......... hiL ............... knowledge and belief. ... ~Y!.'?.t;P. .................................... to and subscribed before me this ... ./ ......... day-of ..... a_r;_g__'7."/_if.c:: .......... 19.9.9 ... . Signature of Officer.~~~_(f.._/2~.rk-. ............... . Title of Officer ............ N~~~F:Y..J~~R.EE ......................... . Office expires ........... J~?.~~~ft·~"tl\N~?..n ..................... . NOTARY PUBLIC WASHINGTON. WASHINGTON COUNTY. PA. MY COMMISSION EXPIRES FEBRUARY 1, 1973 And your petitioner will ever pray, etc. PITTSBURGH NATIONAL BANK ~~· J~Y. ........................•. --·········-~---····························· Assistanc Vice President !f '). No. . ........... -~ ~:: ~ -~ .: J -~.?.~--_ .. ______ ...... ________ .. Estate of ..... Ann~.J:1.'!. .. H~::r;::r;J.~.9P..2 .................. . a/k/a Anna Mae Harrison Deceased· 'Fiduciary ...... ~-~-~-~-~-9.'!E.8.~--~~~-~-~~~~--~~~~'--- Executor PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL ' Counsel of Fiduciary will submit herewith the following, in conformity. y.'ith Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. : 2. Copy of order appC?inting Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. Proof of service of above. 5. Letters TestamentarY' or Administration C. T. A. or an attest· copy of Will. ) 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed·with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. v 9. Signed and itemized elections if any distribution in kind. · 10. Copy of Federal Estate Tax return if es- tate is subject thereto. · Jam:es C. Bane Attorney ~2 , ... Slll!.\ :JO tl3.LSI83l:l OHlt!VH TDSSniJ VO : 2 tH E.Z OZG CSnl OJlL:·~ , . I f. . ~' . ' . • • ·PITTSBURGH NRTIONRL BRNK PITTSBURGH, PENNSYLVANIA 15230 Mr. Charles Edward Harr:l.son 2778 Harrisburg Pike Grove City, Ohio 43123 Dear Mr.~ ·Harrison: . October 9. 1969 . ' $.. • • i . .. -. .. f . ~ We enclose herewith copy of our First and Final Account as Executor of tbe Estate of.Anna M. Harrison, a/k/a Anna Mae Harrison, decea,sed~· tlhich ACc()unt we h~ve. f~led. in the Office of the Re3lster of W:tUa of' Washington Counfy to· No. 63•68•1575. This Account \-1111 ·be · prea~nted · to ·the Orphans • Court of Washington County for confirmation ·on Novemb~r 24, 1969, and will again come before the Court for aud:f.t during the week · of December 8, 1969. · Chas •. E. Enlow Assistant Vice President CEE/bak Enclosure • . ~ .. ~~ 'I . ... ~ •• t . . •. ~ I !' _, -., ~ 0 •• C'J (/) 0-t 0 ;;.c,:_,~ -r.,-~i2 ..., i l ' L.:: ) ~-u.. .. ,.,._ ~a . ~ ' :J ~<X: -wt:::: <not!). ' r~ c:.n-:=t-~ '--' ... ' ~ t..::.W' I...J ~ .... j c.·- (.1") ..... ~ _, _.., + ; ' •· . -.~ -~-~.-;·.,?: .. -. ~~.-.··r·~ ,, ··~ ... 1 \~ ,., ,, -~~·-~ l' . ~ 1 ~ l" .. ' l.' .. -i < ' .. • . .,;.• ~~ 1.~· • . -. • J t 'u. ' . ·-·. I '• I ~ i'\ • ·~ • PITTSBURGH NRTIONRL BRNK PITTSBURGH, PENNSYLVANIA 15230 October 9~ 1969 ~ . . ' • • ..-• • • -.: ' J ' '-• :··i.' . ~ ~tr. Franc.S.S. David Harrison ·. ~. ~ 789 East Main 'street · Monongahela, Pe~ytvan~a ·· Dear Mr. Harrison: .. .:· . i , )· o:'~;) "t ~-~ . -' : .J. • ~ -f I We enclose heret~ltb eopy of ·our. First 'and Final ·Account as Executor of the Estate of Anna M •. Harrison, a/k/a Anna Mae Harrison, deceased. which Account we have filed ·tn the. Office ·of the Resister of tUlb of·Washington County to No. 63 ... 68•1575. , this Account wUl be presented to the Orphans' Court of Uashington county fot: confb'mation on November 24, 1969, and will again come before the Court for audit during the week of ·December 81 1969. Yours very truly, . ~~ ' Chas. E. Enlow .Assistant Vice President CBE/bsk Enclosute • ·~· '. ·~ . .. .. . "'¢ ,• 0 • t; (\J f) i t t q: ""'~..,.. l ... "' --~ (; ·-0 -1•1 C' m (.t:) C•) l'l'l<""'' . ··,.s ~ . ~ . . ' _...;.,. . .. i '· ·. ~ .... - '·' ,, . ' ! '\ ~ /, • .. . ~· '. ••• .. -· i!. ' . ·' J • .. . . ~ . ·•· J ... ,J- ·~ t ~~·I ' ~; l ~ t ., . '<> ~ ·"!'s .• " .. "' •• . ... J :1.' ' '. ' . '· ~ "rr ~ f. -7t ., h" .. ~[ ... ,. .. ~· ., \" .... ·' .. _'.i .. ' ..... ~ " :. I' . . •' .r: ·1-"\ r I j ( ! •' . .... .) ' ( _. .. ,. 4'' "' •• ., •• PITTSBURGH NRTIONRL BRNK PITTSBURGH, PENNSYLVANIA 15230 October 9, 1969 Mrs. t-!ary ~rrison 616 Valley Vtew Terrace Canonsburg, Pemtsylvania 15317 Dear Mrs. Harrison: We enclose herewt'th copy of out First and ·F1Ml Account as Executor of the .Estnte of Anna M.: HarrisOl\i a/k/a Anna . Mae HartiSonll 'aeeeased, which Account 'we have filed in the Office of the Register of Wills of Washington County to No, 63-68~1575.'· · , -. -· . . .' · . . .. " This Account will be presented to the O~hans• Court of Washington Cotirity for confirmation'on November 24, 1969, and will again come before the Coort for audit during the week of December 8, 1969. This copy of Acc~nt is forwarded to you as the natural guardian of 1\athleen Ann HarJ:ison, John Robert Harrison. Charles Edward Harr1S;on, Jr., William Ernest Harrison,. and_ Donna Lee·Harttson. Yours very truly, Chas. E. Enlow Assistant Vice President CEB/bsk Enclosure • · .. . , .... -., ; t ""1 . ~ .. .. .. t. '• '· 0 . • (\l 0 ~ -· '· ! I ;...,.; .. 'W:~-, .. -' ~--•\ ...... ' l t:;)' ~ .. } _.! ~J C:• ~~ . \ .. ·< • -~ .. ·\ .. t,,' ., ' .. ~· " . \~ ........ ~ . . q t 'I ~, r .. · · . 1 ' . ~ A r. L l ,;_ .. <;·. 'i ~~ . .. .. • . . . . · 1 .. _, .. ··_ ...... ·• ~ ·: ' •.. t •I-· :., ... _~:-1 _,i_ :-. ,.~-l • \ ,r'!.,:' ( ~ ~ .1 ·."-11-: ~ -.i· ~ • 'l't ,.., :: ~~-:[f! \, .. ~ '' :~ ,._"' ~-· .I :. ., (_ t· <f .; _ .... ., I' •.. _i • ~ .. .. ... .. ' t<,.- i .f I '·-~ In 14~ <trnurt nf <trnmmnu Jl~ns nf 11ns1Jiugtnu <ttnuutyt Jfrnnsylunuinf ®rplfttUB t Qtnurt lliuisinu ESTATE OF No. 63-68-1575 Anna M. Harrison, a/k/a Anna Mae Harrison, Deceased. In the matter ofthe First and Final Account of Pittsburgh National Bank, Executor ADJUDICATION AND DECREE And now December 2__$ , 19~, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $22,604.62 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. I SCHEDULE OF DISTRIBUTION Balance per account-------....,---------- Additional debit asked at audit Additional credit asked at audit BalanCE'!"'--------------------- Deduct Clerk's Costs & Receiptc:,.,_ ___________ _ Attorney James C. Bane Russell Marino, Agent, transfer inheritance tax, 465.97 421.57 $22.170.82 $22,636.79 IJ>22.).45. o5 ~& '! l/:11, s1 I Charles Edward Harrison, son, annuity payment under the terms of item Second of the Will, credit to be taken by the accountant for funds in the amount of $2400.00 advanced prior to distribution by the Court, /-S-10 I . gn_~ 2400.00 fLd~. Pittsburgh National Bank, Trustee under the Will, residue, including cash and $20,000. 00 maturity value United States Treasury Bills due 1-31-70 cost value $19,681.78, held in kind and distributed as such at the appraised value, I 119745.051 ' ' $19,745.05-~-- No balance j; ---~~. _, .... 1"-\ . ' ~ ' ) - J J \. ' J \. -'-·. J J J ~ 'i:r ~ ~· ~ i ~ & s ~ ~ J. ~ ,) \' 0 '"" ~ w :; z ~ s . :r-·~ c~ s:: CD 0 ~ 3 -0 a -CD ., 0 -..... ::r CD ) \_ .! . ,.) J ~ ( - ( -J. ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA In re Estate of Anna M. Harrison, a/k/a Anna Mae Harrison Deceased I ) RECEIPT 63-68-1575 No ..................... ~ ........... . " .We Pittsburgh National Bank, Trustee under the KNO\V ALL MENDY THESE PRESENTS That l, WgL()(~~<l .. :t:1~ ... II<l:t::t:~~~~.'...~/~/~ .. i\~~,Mae Harrison do hereby acknowledge to have received from PITTSBURGH NATIONAL BANK .. E::>e~~1.1~C>:r .......... .. .. . of the Estate of .!\:p;Q.C1. M~ .. Ha,r:r:;i,£;QP.~ .. C1/~/C1 .. NmC1 .. ~~ .. HC1:r.r.t.!?.OP. ......... , Deceased, the sum of Nin~te~n ThQ\l,s~md .. S~Y~P.. .. ll\l,nQ~~q, .. Jrqr:ty~UY~ .. C1P.4 ... 0)/.l.O.O ................ dollars, in ($19,745.05) full payment of the amount awarded me under the decree of the Orphans' Court of Wash- ington County entered .I>~<!~IUI:>~r: )~ ... , 19 .~~ ..... , at the above number and year; and I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. In witness whereof, I have hereunto set my hand and seal at ....... ~~ .......... . ~' this ····· ... ~. day of i'itt~i ii~;,k; T~~?t·e!9;.;;l~~ ihe Will of · . Anna M._, H rison a/ I a Anna Mae Harrison, deceased w1 Ess: .. ~Y ..... As.sisii:'aili:'"vic·e· i>res'iCieilt:' ...................... (sEAL) · .. ~~·~··································· $ 63.27 $20,000.00 maturity value United States Treasury Bills due 1/31/70 19,681.78 $19,745.05 17·934 RE11 3111 j rf ,/' . i m ~ ... m ·0 '11· ~ I~ I~ I ' li~ I C><\ I \ '" I~ .~\ ~ i -(/ rl • IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. ORPHANS' COURT DIVISION IN RE: ESTATE OF ANNA M. HARRISON, a/k/a · ") )+ No. 1575 of 1968 c( z ~ ANNA MAE HARRISON, ) ) ) ) ) ) ) ..J )o Ill ~ De ceased. 1&1 II. i 0 .... Cl z X Ill c( 3: ..: BEFORE: ~ a: .... Ill 0 ..J c( u APPEARANCES:· c :::> ..., :t 1-,... N ui TIME: a: 1&1 .... a: 0 II. 1&1 a: .... ~ THE COURT: 0 u HEARING ON AUDIT THE HONORABLE P. VINCENT MARINO, ·President Judge of the said Court. JAMES C. BANE, ESQ., of Washington, Penna., representing the Accountan.t. Tuesday, December 9, 1969, at 10:00 o'clock A. M., EST . The next audit' is Number 1575 of 1968, the ..J c( • estate of Anna M. Harrison, deceased. The· Executor is Pittsburth u ii: ... 0 National Bank and the a.ttorney is James C. Bane.-Mr. Bane? MR. BANE: If the Court please,. I have all of the necessary . papers in this estate. There are no complications. Under the will a trust was set up with the Pittsburgh National as trustee to pay a monthly sum to a son of the deceased. And we are asking tha_t the ,. balance in the estate be awa~ded :£6 .the Pittsburgh _National Bank as ~c Ji 0. • I ~~ l ,. : ,• ., ... j I • I • ·, ~ ' e ::!: z o( > trustee. THE COURT: MR. BANE: . THE COURT: decedent's estate? .. ' ! I A~e there any unpaid claims·.: Mr. Bane? There's ·no outstanding cJa;;ims. Is there anyone else in Court interested in this ( NO RESPONSE ) ~THE COURT: The audit of this account. is ordered closed by Ill z z ~ the Court. z 0 1- CI z :r Ill o( ~ ..: u i l-UI 0 .J ~ u 0 :J ., J: I-" Ill ui a: Ill 1-a: 0 a. Ill a: 1-a: :J 0 u .J o( u ii: 1.1. 0 ( AUDIT CLOSED ) . 1 horoby .:.crtit'y thet tho {J.l'OCCcdillao ond .ovlclC'~o ero oontnined fully ond r;ccura toly in tho notco tohcn t.y tt·O on tllo 1\ou1:ht~ cf th"' nl)cvc couoe. nnd tbot thio copy io o correct trnnscript d' tuo oumo. ob:>v~ uouoo 1o horQby opprovad onci dircctod to bu t!!ctl. 2 . •. Forl11 RCC-33 COMMONWEAlTH Of PENNSYlVANIA o;EPARTIVIENT OF REVENUE BUREAU OF COUNTY COllECTIONS J ~SIDENT_n_E_ .. c_En_E_::N-"I_' __ l_'l.....;;£;...,_;3 ___ ;;_:)-~ ... COUNTY OF ......... Y~I_i~t~!~~9,t~ ............................................. . lM:PORTANT: This return must be completed in detail and fHed in Uplicate, with will attached, with the Register of Wllls of the County where decedent resi ed; Return is due withln one year after date of death, unless an extension is granted by the Secretary of Re'venue. (Section 703 of the Inheritance_and Estate Tax Act of 1961.) IN THE MATTER OF TilE ·ESTATE OJF l AFFIDAVIT OF M;;~~ .... ~.~ ... HA,"tR_~~q~J.? ..... a/k/:'3: ... ~i,~N~ HAE ~Aiutl,~_0N .............. JEXECUTOR (State full name of decedent) \vASHINGTON XDMlm~'N.m Late of ... . .. . . .. ...... .... ..... ...... .. ......... .......... CoruJty , PENNSYLVANIA ::.:.:· .:-: ~~~;;~~;~~: : ~--:-~~:}": .. I, Ghi3,g ~ J~.~ . J!:nl.qw.,_. A~9J S.:f:.CJ,nt ... .ViG.Q ... P.r.?..s. ident, .. Pitt f?Pl,l.rgh .N9ct:i,qn9J., . ~-nJ< ....................... ..... Eucutor ~m~ of the estate of the above-named decedent being duly sworn, depose and say (Month) 27 ........ ,, 19 ....... ??. .... ,f testate .leaving a last will, copy of which is hereto attached. _} (l>ny) (Y~ar) LJ<iX~IDA-GC Decedent· died November ~arne and address of attorney other authorized representative whom all correspondence should mailed. or}. to be Pittsburgh National Bank 6 South Main Street,Washington,,Pa •.. 1530L That as such Executor deponent is familiar with the affairs of said estate and the property con- ( Ex.,cu tor· M!)1~.:Wt_l)(l stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:~- Jl! AME AND ADDRESS OF BANK OR OTHER INSTITUTION I TJU S SAFE DEPOSIT BOX RENTED .,.-RELATIONSHIP OF JOINT HOLDERS TO DECEDENT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX ----t' _____ .:,I.::..:.N NAME Of< NAMES OF PittsburghNa-:-Cional Bank -Washington Ofi'ice ::.z_ _______ -_-_-_ ~_-_ -_ ---1 Charles R. Harn:::..;·· s=-·o::..:n:.:,_o::..:r=-----I-H,..:.u=-:.;sband ~~-~~~.~~-~H~a~r~r~i~s~o~n~-------------+-------~----~--~ ====================-I That the contents of said safe deposit box or boxes are 1 temized tmder Schedules of this ---return, with the exception of the followlng, for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth full v and in· detail all the real property in the Connnonweal th of Pennsylvania of which decedent died having an interest therein. It also sets-forth the mortgage encwnbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the colu."Tlns 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 wheresove1· situated owned by the decedent at. the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust :f'or any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case of sav:lng:.; banks, and to the date of decedent's death in all other ~ases; all bonds, postal savings, treasury certificates or notes and othe~ evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereof, or of' any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tuJ•es, books, works of art, household furniture, horses, carriages, automobiles, boats, a.nd any and all other personal chattels of whatsoever kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds 11nd mortga!!es held by decedent and of all claims due and owing decedent ,lt the time of death, anrl all promissory notes OJ' other instruments in writing for the payment of money of which decedent clierl possessed, of whatsoever nature, w:i th interest thereon, if any, giving the f'ace value and estimated fnir market vnlue thereo~ and lf such estimated fair mnrket value be less than the t'ace value, it sets fo1·t.h briefly the reasons· fo1· such depreciatJ.on ·as to each item; all moneys payable to the estate f'rom life JnSlll'Unce polici'es carried by decedent; all annuity and endowment contracts the proceeds of which were p_ayahl~ upon the dr!ath of the decedrmt; tt.nd all the corporate stocks and dividends due t.h•~rcon and unpaid as of the dale of death, bonds and accrued interest thereon to the date of dece- dent.' s dcrt th ani! C) ther tnves tmen t securities owned by the decedent at the ttme of' d•}f, th, with the mark.e t value thereof at such time. HTP f, In the case of securities of elose 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 o.r 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 pertail1ing to the business as may be pertinent to a fair and just appraisal of the deced~nt's interest there in must be submit ted, · It should also set forth in item.i.zed form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transferee and all other facts of a-pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a cony of the deed, trust agreement or other instrument creating the trust. TherR is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly wtth another, or any power of appoint- ment vested in decedent, either 1ndividually or jointly, by the will, deed, or other instrwnent of another, with a copy of the instrument creating such power attached to the schedule, That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof s.ets forth· all property, real and per- sonal, owned by the decedent Jointly with anoi.ht:f· or others, !;-;eluding intan;;ible, stA.nd!ng 1_n the name of the decedent and others, plus the date and place of record of instrtooents effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. '· That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and·on behalf of· this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of ... . ' death; taxes accrued charge.able for period prior to decedent's death. (except. those allowed under Section 651 of the Inheritance and Esta,te Tax Act); together with a statement of coll!ateral 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 esti~ated 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. Subscriood and sworn to before me this ............................... .. Pittsburgh National Bank . ;, ................ ~ .......................................... day of .............................. , ............................. 19 ............. .. ~-~ . Assistant . ey,_~ ............................................................... ~G-~ ..... P.r..~ . .§.i.d~.nt (Executor-~ 6 South l4ain Street ...................................................................................................................... -·--·-·· ( St:reet N umbeT) lrlashington, Pa. 15301 ....................................................................................................................................... (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 unlisterl 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 cer-tain that colunm /fo1 in the "Sununary" has been properly completed as above-directed. RCC3-1 (1·64) COMMONI'IF.AL TH OF PENNSYLVANIA DEPAR;r"MENT OF REVENUE '·<' BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY f{eol property in Pennsylvania, with statement of r.10rtgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "::=". 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 Commorwealth of Pennsylvania should be described by lot and block number, street and street number, together with o general description of the property, with a reference to the record of the . conveyance by which the decedent took title; If a form state number of O• cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,ara to be listed on Schedule "F" and must not be deducted from this schedule. Lot 30 x 150 Addison Street, having erected thereon a 1-story brick d'.'mlling and a l-ear concrete block garage known as 750 Addison Street, 8th \'lard, Hash- ington, Washington County, Pa. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S Di::ATH (2) (3) D!:PARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write ln this space) ---------------------------~~~--·~·--------------------------~~------------~--------------_. ______________ __ IPsert this total opposite "real property", Schedule "A" m the X X X X X "/,<::.Reported" column on the lost page of this return. ~~ 11' ooo. 00 RCC-35 V" COMJ\IONWEAL1'H OF PENNSYLVANI .. l\. TftANSFEH. INHERITANCE TAX HESIDENT DECEDENT SCHEDULE ".13 11 PERSONAL Pl\OPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, t:ttled in the name of the decedent, but payable at death to another or others, including but not J.imiterl. to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . . stocks, ·mortgages, notes, together with accrued interest or rlividends, salaries or wages, insurance pay- able to the estate or firluciary in sairl 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 ITEM . UNIT ESTIMATED DEPARTMENT VALUATION No. List and describe f\illy First Federal Savings & Loan Association of \'v'ashington Savings Account No. 11651 Pittsburgh National Bank, Washington Office Savings Account No. 16485 Checking Account No. 4-f306079 Metropolitan Life Insurance Company Proceeds from Policies on the Life of Charles H. Harrison # 6354264A fl 102511601 # 116452044 Proceeds from Policies on the life of Anna H., Harrison # 102436023 # 138575149 · .. Jewelry Household Goods .. ·Old C~i~·~ Fonnd,Jh Home (as per app~aisal on file with Executor) 1966 Chevrolet Sedan Cash "found in residence Allstate Insurance Company Refund of unearned premiums " ' n 1 n Insert this to tal opposite "Personal Property , Sched11 t <' .l the "As Hepo1·tcun coltmm on the I ast !"\.'!'-' nf' this rctnrn. VALUE .. . i I I . I i \ ! lll X X MARKEr VALUE (Do not write I I I I I I 1$ ! this splice) 9,285.00 -~ "' 1,461.95-~~ 2,076.00 ""' ~ 533.67 ~ h67.10 342.50 " ~ , 479o40 362.00 ""' 191.25 ~ 2,498.91 ·~ 22.60 ~ 950.00 ~ 88.14 ~ 39.10 ~I i 18,797.62! in - RCC-36 C\1\!~il)\'I'F.\LIII lW PF:\NSYLr .. \ N I.\ Tli..\\::'FFH. 1:\HFt\IT.\\CD: T.\X 1\F:-; l DE\T nFCFlYE\IT SC!!F:DULI~ "C" T 't\:~ S FEHS (1) Did rleccdent, within two ye<trs ol'death, make any transfer of' any material part of' his estate, without recei\'lng a valuable and adequat.e consid0rntion therefor? (Answer yes or· no) _N_o __ (::!) Dirl rlecerlcnt, within two years of cleath, transfer propercy from himself to himself and another or c.ther·s Uncludi ng a spouse) in joint ownership? (AtJswer yes or no) No --'-'-'=----(3) l f the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at t:ime of' tr·ansfer ------- (b) State of decedent's health at time of' making the transfer. (Note 1). (c) Cause of decedent's death; (Note 1). ( 4) Did decedent, in his 1 i fctime, make any trarrs fer of property without receiving a valuable or arte l}uate consideration therefor which was to take effect in possession or enjoyment at or after his rteath? (Answer yes or no) --'~"'"Jo"'---- (a) Was there any possibiLity that the property transferred might retul'll to transferer or his .-~state or be subject to his power or disposition? (Answer yes or no)----- (b) What was the transferee's age at time of decedent's death? -----(5) Did decedent in his lifetime make any transfer without receiving a valuable and aclequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact enrl before his (Ieath: (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) _N__:o ___ _ (G) If t.he answer to (5) (b) above is in the affirmat:ive, state whether the right was reserved in decedent alone or others --------------------------------------- (7) Did decedent in his lifetime make a tr·ansfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or· no) No (8) Did rlecedent, 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 co11ld revert to decedent tmder terms of transfer or by operation of law? (Answer yes or·no) No (9) If the answer to (8) above is in the ';1-ff'irmative, 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 supporter! by affidavit by the attewling physician as well as a copy of the death certifi.cate. _ 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 o~ any trust deed or instrument, if trans- rers 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 :nanner in which provided in Schedules A, B, or· E. ITE~l I I DESCRIPTION Insert this tntrtl opposite "Transfers", Scher.lul•~ "C" in the "As lleporter!" co]nnm on the last ptt~e of this return. MARKET V t\LUE (Estimated) ,. DEPT. VAU.!ATION (Dept. Only) .. ,. RCC-38 ' . CCMMONWEALTH OF PENNSYLVANIA THANSH~H INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY ------., ~--"'~ -• .... r~-·~•~ ~·-----· •"-- I~STRl'CTIOKS: This schedule must disclose all property, real an<i personal, owned by the decedent jointly wi t.h another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation colunm. Personal property should be listed as in Schedule ~Bn, plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisition, Name l Address and Relationship of Co-Owners, and Place of Record of Instrument, where Real Estate. 1 --"" None Unit Value percentage Share Estate Valuation Insert this total opposite. "Jointly Owned Property", Schedule "E" in the "As Reported" colwnn on the last page of this return. ,. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest I .I ( h - --. --··-_.,.. __ .... ___ ......... , -~ --•'-'""' .. ~··.---.. ' -' " '.---~ .. "" ....... -. --~ , ............... ---... -..¥,.,, ... -----·--"'·--___ , ..................... ·-.. "' RCC-37 . (12-63) ."; e.-· I t .. c - C'Ol\1,MON\\'E:\LT! I OF PENNSYYLANIA TH:\NSFEE !N!IE!{JTANCE TAX RESIDENT DECED£NT t} ~ -t;} t It· 15' ~~t\ SCHEDULE "D" '~!-Ill·, /• "4j\ "J " ~~~-}~?--~· t.'J( ~- BENEFICIARIES -' . BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest, vested, contingent or other are involved, set STATE YES IN ESTATE wise, in estate) forth this fact.) OR NO BIRTH Pittsburgh Nationnl Bank, Trustee ; ·- Under the Hill. Paragraph SECOND, Trust for Charles Edward Harrison, Son Charles Edward Harrison Son Yes Beneficiary Under Trust 2778 Harrisburg Pike Grov:e --City, Ohio 43123 ., .-' ,. ,. Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ' i I I I I I I Will Administration ! No ..................... Year .................. . IS THE ~lA TIER OF THE APPRAISE~1ENT OF THE ESTATE OF ANNA M. HA...'ffiiSON, a/k/a A!\.TNA 1-1.1\.E HARJUSON ............. : .......................................................................... . Deceased Late of .... · .. .7,5() ./t<i~~-S_<?I1 ... S.~F~~-~-'----~-a.~~-~!1-~()~-- County of . _11.~ ~?.~!1-~_()I1 Common\\"ealth of Pennsvlvania ....:& <n C") (-•:;) ;g;7:) ;e REPG-~ ANI)j APPRAISAL O)JJ f -, ....,(.J) -!2:J2: ,.~, - --'r-!'-..) -Q-? -I ,-.... _l:,. -o r..,..... ~~ ~ 'I r-;z r--. [;;o -'---" .. .0' 0 ..;-.t ·-II ., ' (Executor-Administrator must complete "As Reported" column #1.) 0 .., 0 "' "' >--3 P:> X P:> c:::r' (i) trl "' "" P:> .... (1) :C:.... :0 =!J· ::;1 :c+ +-' ~ -~ :('D :p.. :--a :t-j :o '0 :CTJ :~ ~ :,......,. :w :() =::Y =~ :'-': ..., .... P:> ::l til ...... ('!) .... U> w ?"' c) ~ '"t:J ~ 0 ('!) ... e. til 0 ::s "'d e:. .., 0 '"t:J"g .... .... 0 ..:t "0 ('!) .... .... '<: (J') c:: ~ ~ > :x:l (J') (J') >-<! () () ?"' ?"' ~ >; ~~~~~~ . ----. =~: : 1-' : 1--' > :...o : :ro:i-'"' ..... :\., ... ~ :~: :--.J :o (!) ....... :-.o : :-.o :o '0 ..... :~: :---J :o 0--......-:. r-: :• :• ::t. :cr--'"' :c;r-.:Q('!) ;~: =~ :o'"' ··~ ~ -<h "* «' ~ '\.-.-. . . . = = ~=-I "~:. ~~'\~ . . . ' ~:, .. o I :: ~: C>. ~-~:. : C::, r. N ~=a""'-~--:, : 3 - -~-· ;::· ~ 1 ~: ' f'\ :;r ~ -~ 0 ··~. ~' . ' .\ l ,.f • { .. --··------------------------------------------------------------------------------------------~ p R C C-8 I (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REFER TO 37-169-3 NOTICE OF FILING OF APPRAISEMENT PITTSBURGH NATIONAL BANK (Executor ~~~ In Re : Estate o f __________ .;;.ANN=.:..:A;_~::..::1..:.... -=HARR==I::..::SO:..::..:.;N:.__ ________ _ ______ ..:.:.W::.AS::.:H.:.:I::.N:...::G-=..TO::.:N:.:.._ ___ County -File No. 63-68-157 5 You are hereby notified that the original appraisement in the estate of Anna M. Harrison has been filed in the office of the Register of Wills qf Washington County on Au~ust 27 , 19..{tL. Said appraisement reflects the following valuations: Real Estate -------..c!:lloi:.J,.;, 0~0"-JO.u•L.l:O~O:....__ Personal Property ________ ~l~S~·u7~9u7~·~6~2~ Transfers ________________________ ~-- Tota l _________ _j2:.....9c.,•..L7-"-97.L...Ll. 6.a;2.__ As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _____ A_u~g~u~s~t~2~7L,-=1~9~6~9:.__ __ _ Signed~ fl-AY Title,. =mY~F APPRAISER DATE OF DEATH: November 27, 1968 Note: This is not a bill. J RCC:39 (!1-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of HARRISON, ANNA M. (Last Name) (First Name) (Initial) SUMMARY DATE OF DEATH REPORT OF INHERITANCE TAX APPRAISER J7 -;t 9-3 ll-27-68 FILE NO. 63-68-1525 I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: ___ ..:::0~8-.....!2=..J?L.:-..:::6..L9 ____ _ 11-27-68 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated: ________________________ _ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities .................. o $--------+--- ESTATE TAX ASSESSMENTS $ ______ ......__ FOR USE OF REGISTER ONLY Taxon $ _______________ -4---- Tax on $ --------------4---+ Tax on $---------------4--- Tax on $ ---------------4----Taxon $ _______________ -4---- 2% 6% 0 10% 15% COMPUTATION OF TAX $ $ $ $ $ VALUE AS REAPPRAISED $ ____________ -+--- Exemptions==========l== Total Estate __________ -+--- TOTAL TAX * $ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=====~1======- BALANCE $-------+--- Less 5% of tax if paid within 3 months after death $============= BALANCE OF INHERITANCE TAX DUE $ ------+--- Add interest at rate of 6% from / to------ AMOUNT OF ESTATE TAX ASSESSED $-------+--- Estate tax paid $ _____ __. ___ BALANCE DUE $---------~---- Add interest at rate of 6% from ----------~0-------$---------~~- TOTAL TAX BALANCE $ --------+---PAID $ _________ _J_ __ _ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ~ No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ... ANNA .M.. HA.RJ:JJS.ON . Deceased Late of . WASHING'ION County of WASHING 'ION Commonwealth of Pennsylvania REPORT AND APPRAISAL ~\ ~ . .-f .. Ia1. I Form RCC-2 D~ARTMENT OF REVENUE B~EAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 7772 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX . APPRAISEMENT DATE August 27, 1969 COUNTY .......................... Wa.shingto.n ............................ . FILE NO •........................................ ?.?..:.?.?.:!.2.7.? ............... . Whereas, ................................................. AP.:~.~---~-~----~~~-~~gP.: ............................................ late of ........................................... ~~-~~~-~.&!-?.?.: ............................... . in the County of ................................................ ~~~!.:J:~gg_?.?..~ ..................................................... Commonwealth of Pennsylvania, having died on the .................................. ?.7 ... :th .......................................... day of .............................. 1\!~.Y..~!'ll?..~r. ..................... 19 ... ~~---• seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........................................ W. .•. R. •..... C..bg..r.J.§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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes $ REALTY: . Lot 30 X 150 Addison Ave., having erected the ron a 1-!';t.nMr hl"i.ck dwell inP" and a l-ear concrete black garage known as 750 Addison St., 8th Ward, Washington, Washin&.ton County, Pa. 11,00 DOO I -- PERSONALTY: See copy of inventroy attached hereto. 18,797 62 Total 29,797 62 ' J form~;·~':fhb= ::~h~w~~~~ ~· ~; o~~~~~~~r~~~~pl~~?-7 Appratser ........................... 2 ......................................................................................... ~~ ...... ~~~ ~'f.-=~~: .. :~ ... ~~~~~~l .................................... , Penna. (Post Oftlee) I I ....... . .. ... . ....... WAS.H.JNGTON ... . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of A..NNA ... M~ ..... HARRJ.S.ON ................................ . Deceased. Late of WASHINGTON Date of Death, ........... N9..Ye.mP..~r ... 4.7., .... l.9.6.$. .......... .. Appraisemel!t Docket Vol., ............ 3.7. ................................ . Page, ...... .:1..6.9..~3 ....................... No ..... 93.~.6.$..~:1..5.75. ....... . Filed in Register's Office, ..... AldgV..§.t. .... 27., .. 19 .. 99. Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal ft'om Appraisement, Entered and charged, • \ fi Form RC C ·10 { ;; ij; OFFICE OF TME f>!EGISTER OF WILLS OF _..:..:W-=a""s'""'h:::i:.::n:c:ga.::t:.=O;.::n:_._ __ COUNTY AND AGENT OF TME COMMONWEALTH ·t:t..-")"'--Lt l f 0 '' STATEMENT OF DEBTS AND DEDUCTIONS Anna .M.. Harn.son at k./ a DEDUCTIONS ALLOWED IN THE SUM OF . . . . . . . . . . . . $ ... DATE APPROVED ....... . Register of Wills, Agent ESTATE OF _ _:A~n=n::=a::.....:Ma=e;::.....;H::=a:r:::..r:::..~::.· S:::..O;:;.;n:::_ ___ L.ATE oF ___;C::.:~:..· t::..Y~O::.:f:......:W:.:..:a~s::.:h~~~·n~g::..;t::..O::.:n~--------- DATE OF FIL.ING APPRAISEMENT __:A=.:u:;:!Ogoz...;U:;.:S:...:t:.-...::2:..:.7...l.,......;;l~9~6~9--DATS: OF DEATH _N;;.;..;;...OV...;...;...em;;;;;;b~er;;;.._;.;;.2..:....7.L,__.:;;;.l..:....9.;;..6.;;_8 _____ _ / DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHO:III 196 Letters Testamentary, 6 Short Ce lrti- 43,50 Dec. 17 Russell Marino, Register ficates & 2 Certified Copies of [ill 23 Washington County Reports Advertising Letters 14 196 Jan. 3 Observer Publishing Company Advertising Letters 14 Cert~hed Copy ot Order Feb 12 Russell Marino~ Register dated 2/10/69 Appraisal Fee Property at 14 Pittsburgh National Bank 750 Addison Street 35 20 Pittsburgh National Bank Lost Safe Deposit Box Key 2 Funds advanced for filing Petiti pn for 20 William C. Porter Family Exemption Estate of Charl es R. Harrison 3 25 Marco Maglietta Appraisal of Jewelry 10 Certified Copy of Order March 18 Russell Marinoi ReRister dated 2/10/69 18 Richard H. Piatt Appraisal of Coins 7 Expenses of Public Sale of Anril l'i Martin R. Hallam. Auctioneer Household Goods as follows· Newspaper advertising 30 Fumi2:ation 2 Extra Help 120 Auctioneer's Commission 246 Notary Fee to Deed to Aug. 13 Mae Herceg 750 Aadison Street Property 25 Russell Marino Register Filing Inventory 4 Sent 12 James C Bane Attorney's Fee 1 500 12 Russell Marino, Register Filing Account 23 12 Pittsburgh National Bank Executor's Compensation 1.500 196 p Dec. 23 Robert E. Hummell Funeral Home Funeral Expense 1,234 23 Rev. Fred B. Park Honorarium 15 23 Howard Wasler Funeral Flowers 26 196 ~ 28 Jan. Mar William G. Neal Funeral Home Ambulance Service 10 17 Dr. Emil Sposato Professional Services 30 COMMONWEALTH OF PENNSYLVANIA } - __ ss: COUNTY OF I, ----------------------------HEREBY CERTIFY. THAT. TO THE BEaT OF MY KNOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF --------·----------.OECIEAI!IED, AS DEDUCTIONS f'OR INHERITANCE TAX PURPOSES. ·~-----------------(L. S.) SWORN AND SUBSCRIBED I!IEFORE ME THIS -----DAY Of" --------------18 -- 00 00 50 00 50 50 00 50 50 88 12 00 00 75 00 00 00 00 00 00 50 00 00 - . Form RC c-.;;:() .r DEDUCTIONS ALLOWED IN .. ... OFFICE OF TME STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF . . . . . . . . . . . . $ ................................... ...... . .. REGISTER OF WILLS OF---------COUNTY DATF. APPROVED . . . . . . . . . AND AGENT OF THE COMMONWEALTH Register of Wills, Agent ESTATE OF --------------L.ATE OF-------------------- DATE OF FILING APPRAISEMENT ----------DATE OP' DEATH --------------- DATI! NO. OF VOUCHIOI'I NAME OF PAYEE REMARKS AMOUNT Ap;t:il 15 s. White's Sons Grave Marker 328 00 196 a Honorar~um--Funeral ot Dec 23 Re~. Fred B. Park Charles R. Harrison 15 00 Flowers for Funeral of 23 Howard Wasler Charles R. Harrison 26 50 23 West Penn Power Co. Service to 12/3/68 10 05 196 .Tan 15 Do Service to 1/3/69 10 69 l'i Columbia Gas of Pennsylvania Service to 1/6/69 39 16 Funeral Service for 15 Robert E. Hummell Funeral Home Charles R. Harrison 1 067 00 Washington-East Washington 22 Joint Authority Service to ll/22/69 .J .J 28 Citizens Water Company Service to ll/22/69 --= 1.-.n Feb. 3 Bell Telephone Company Final Bill 20 37 4 C. H. Scott Service State Inspection and Preparing Chevrolet Sedan for Sale 21 Marion D. Gorby Reimbursement for following: Dr. Richard M. Lasday Destruction of Dog 8 00 Bell Telephone Co.--Long Dista ln.ce Calls at death of decedent 5 50 Professional Services for March 17 Dr. Emil Sposato Charles R. Harrison 55 64 20 Citizens Water Company Service to 2/25/69 5 40 April 21 Wash~Uf;on-East Washington Joint uthoritv Service to 2/25/69 3 97 Balance due on Hospital Bill of 22 Washington Hospital Charles R. Harrison 2 25 Real Estate Transfer Tax on Aug 12 John D. Woodward Recorder 750 Addison Street Property 220 00 Expenses of maintaining and pres erving property at 750 Addison Street. Washington, Pennsylvania pending sale: Pi t-t"!=~hnro-h National Bank Fir_e Insurance Premium (net) 8 00 West Penn Power Co. Service to 5/12/69 ... l1 lob. I I - -I I - Columbia Gas of Penna. Service to 8/28/69 '" n.n..- Pittsburgh National Bank Public Liability Insurance 4 Harry R. Cook, City Treasurer 1969 City Tax 1.12 COMMONWEALTH OF PENNSYLVANIA } -__ .. , COUNTY OF I, -----------------------------HEREBY CERTIFY. THAT. TO THE BE.T OF MY I<NOWLI!:OGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF ------------------DECEASED, AS DEDUCTIONii FOR INHERITANCE TAX PURPOSES. --------------------<L. 5.) SWORN AND SUBSCRIBED BEFORE ME THIS -----DAY OP' ______________ ,. __ __ 00 ~ OFFICE OF TME ' REGISTER OF WILLS OF----------COUNTY AND AGENT OF THE CO~MONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS ESTATE OF---------------LATE OF--------------------- DATE OF FILING APPRAISEMENT -----------DATS OF DEATH ----------------- - DATE NO. OF VOUCHO:Jt NAME OF PAYEE RE~ARKS AMOUNT Malcolm L. Morgan, County Tre s. Observer Publishing Company Walter E. Greer Citizens Water Company Nello Marrv Mike Leonard Walter E. Greer Harrison W. Chatman Washington-East Washington Joint Authority 1969 County Tax Advertising Property for Sale Seller's Pro-rata share Real Estate Tax at Sale Service to 8/26/69 Waterproofin~ Wall Removing and Replacing Paneling on Walls 'i,~ Hauling Rubbish Cutting Grass Sewage Service to 8/26/69 r-. <">1"\ 30 60 '-' JV - , " """ L ..ll\0 .... "" t.'J"JJ ,. -t r .' ----r----1------+----------------------------------4--------------------------------~-------r----- --+--+----+-------------+-------------lr-----lr---1 COMMONWEALTH OF PENNSYLVANIA } ----"'==:..=.::...___ sa: COUNTY OF __ R9-shington _ 1,Chas. E. Enlow, Assistant Vice President of Pittsburgh National R;:mk THA -fiERD"t C:O'!'WY, T. TO THE BEar OF l\oiY KNOWLEDGE AND BELIEF, THE FOREGOING 18 A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES 01" ADMINISTRATION SUBMITTED TO THE ESTATE OF Anna M. Harrison a/k/ a Anna Mae .OECIASRD, AS DEDUCTIONS !'"OR INHERITANCE TAX PURPOSES. Harrison ~ /.')..-# ~ CL.IS.l swoRN AND suascRIBED BEFORE Mt: THis DAY OP Assistant Vice Pres~ ent of ~ ~~~ Pittsburgh National Bank -' -. I •I , ' \ ''Va '·o:~ NOl'ONJHSVJA :S11UA d.O ;:31SWj~ O.NH..Pt~'l 113;;SIHD: tf'+ -.. J -· .~ .. -··,.)- • ·. • ·,: LA S T W I L L A N D TESTAMENT. We, Charles R. Harrison and Anna M. Harrison, being husband and wife, and residing at 589 Franklin Farm Road, W~shington, Washington county, Pennsylvania, realizing the uncertainty of continued human life and the certainty that sooner or later dea thwill overtake each one of us and both __ _ being of sound mind and menwry, do hereby make, publish a.nd declare the following as and for our last will and testament in manner and form following, hereby expressly revoking any and all wills heretofore made by either or both of uso First We each declare that all property owned by us, both real and personal, is the result of ou.r mutu9.l and joint effort and labor; that both have labored faithfully to acquire such of this world's goods as we possess, all all compensation received by us has been received and handled and kept in a joint ownership. On the death of either of us, leaving the other to survive, all property owned by us; both real and . personal, shall become the property of the one to survive, subject to the payment of all just debts B.nd funeral expenses of the one first departing this life, together with any Money or other property that may be due us over which we may have the power of testamentary disposition to use as the survivor may see fit, to have and to hold in fee simple, absolutely and forever. Second. Should we both perish in a common accident or disaster leaving neither to survive we direct that our estate, both real and personal, to ge thu!V v1 i th .any property or money that may be due us over which we may have the power of testamentary disposition shall be sold by our execbtor at public or private sale, or sales, amd at such times, and upon such terms and conditions as it shall be deemed for the best ' ' I I ! l I l ( ' 1 l ... I J I j ·i I j I .. ,, ' . l L· interest of our estate, and to execute and deliver any and all instruments that may be ne-cessary, or proper, to transfer title to said property, or to any part, or parts thereof and after payments of our debts and funeral expenses the residue of our estate shall be invested by our executor, who shall have all the necessary rights to invest same and keep the same invested and to collect the income therefrom and after payment of all legal charges and expenses incurred thereby the remainder shall be set up as a trust fund for our son, Charles Edward Harrison, of Washington, Pennsylvania, and we direct that our said executor shall pay to our said son the sum of $200.00 per month from said extate so long as he mny live or the said estnte would provide. Third, Should our son, Ch,Jrl~S Edward Harrison, become the beneficiary tmder this our last will and testament . 1 and die before the same should be used.up and leave living children we direct that the income from said estate shall be used for the maintenance and education of said children until they are of ~al age a.nd when of legal age the residue shall be divided equally be~veen any such chlldren as may survive. Should our said son die before the said estate should be used up and his children all be of legal age at that time any residue that may remain shall be equally divided b·etwcant.hllem that is they to share and share alike. Fourth, Shaould it becoms necessary for a trust fund under this our last will and testament, we direct that the Washington Pennsylvania Branch of the Pittsburg National Bank of Pittsburgh, Pennsylvania , shall be appointed executor under this our last will and testamento ·. ~ .. •' ., I 1 .i:. •• • ............... - --;:--~--:.:--:~:-:;·~:;-~--· ~:-~ . ..: ~ .. -~·:.~ .. ~'"''rFJ: -;.!~ -~ ; • (;.·" ' .::: .. • In testimony whereof we have on this the 5th day C?f August, 1960, in the city of Morehead, Rowan county, Kentucky, signed, sealed published and declared the foregoing as and for our last will and.testament in the presence of each of the subscribing witnesses, each of whom we have requested to sign his name, together with his post office address, as an attesting witness. (11~_{//ry/~ ~'L-~ ~'0-L<~h-t/ The foregoing instrument w~s produced to us on the day of the date thereof by Charles R. H arrison and Anna M. Harrison, who after signing the same in our presence, declared the same to be their last will and testament and requested each of us to sign his name as an attesting Yritness,. Whereupon we and each of us in their prel;}ence and in the presence of the other has signed his name, together with his post office address as such attesting witnesses. --I I I I. I .,....~.,..,.,,..-~w. ~+: ..'"'A -~. ·.. ...j ...... .. • • CODICIL TO VHLL i j, AND NOW, May 14, 1962, as a Codicil to our Will dated' ~~August 5, 1960, and which said Will is .in our deposit box at the if Pittsburgh National Rank, Washington, Pennsylvania, office, we do II I ' i llhereby direct that Upon the death of either or both of us that I! ii the,· !!Executor, ~he l i I I' lj office, shall employ JAMES C. BAI'E, ESQTJIR~, Washington Trust )ljB "ld" Pittsburgh National Bank, WashingtJ n, Pennsylvania, i. I l I Ul l ng, lj . I Washington, P~hnsylvania, to assist said Executor in the~ !settlement of our estates. I i i, J il , . . I r!and seals this 14th day of May, 1962. I! IN WITNESS 1.VHEREOF, we have hereunto set our hands I! ji ll I I I' II !' I! I I . 1. I (SEAL)' I jl . I II li :i . ' II ;:of the date thereof by Charles .R. Harrison and Anna r·,r. Hnrri son,-1' ,, ilwho, after si~ning the same in our preoence and in the presence 'I The foregoing Codicil was produced to us on the day ~f each other, declared the same to be a Codicil to their Last Wi~l ;t :and Testanent. ii ol II li 11 I~ II 'I ' -·· 'i I 1' ' i i ! IN THE ORPHANS' IN RE: ANNA M. HARRISON ESTATE PETITION TO SET AS!DE FAMILY EXEMPTION ,, PENNSYLVANIA TO THE HONORABLE P. V. MARINO, PRESIDENT OF SAID COURT: The petition of Charles E. Enlow, Trust Officer of Pittsburgh National Bank, Executor of the joint Will of Charles R. Harrison and Anna'M. Harrison, respectfully ~epresents as follows: 1. That Charles R. Harrison died on November 20, 1968, testate. 2. That Anna M. Harrison, surviving widow of Charles R. Harrison, died on the 27th day of November, 1968, testate, prior to any administration being raised on the Estate of Charles R. Harrison. 3. That on the 12th day of December, 1968, the joint Will of the said Charles R. Harrison and Anna M. Harrison was duly probated in the Officer of the Register of Wills of Washingtort County, Pennsylvania, and Letters Testamenta~ were issued to the Pittsburgh National Bank as Executor or the Estate or Anna M. Harrison a/k/a Anna Mae Harrison. 4. That the said Charles R. Harrison, at the time of his death, was the ow.ner of a 1966 Chevrolet Biscayne Sedan auto- mobile, Manufacturer's No. 153696Fl30031, Certificate of Title issued in the name of Charles R. Harrison, being No. Cl7662787. 5. That the Pittsburgh National Bank, Executor of the Estate of Anna M. Harrison a/k/a Anna Mae Harrison, is desirous of making sale of said Chevrolet automobile for the sum of Nine Hundred Fifty ($950.00) Dollars to Do:ttis Garner, 65 Midlan Drive, Washington, Pennsylvania. 6. That the said Anna M. Harrison a/k/a Anna Mae Harrison, surviving widow of pharles R. Harrison, was entitled to her family exemption in the s1m1 of One Thousand ($1,000.00) Dollars, she having. resided with the said Charles R. Harrison continuously during their married life. 7. That the said Charles R~ Harrison was solvent at tne ttme of his death and that the Estate of Anna M. Harrison a/k/a Anna Mae Harrison is also solvent and that all creditors of both the said Charles H. Harrison and Anna M. Harrison have been tu:t;" paid. WHEREFORE your petitioner showing as above respect- fully prays your Honorable Court to award to the Estate of Anna M. Hazwrison a/k/a Anna Mae Harrison the said Chevrolet Biscayne Sedan Automobile as and for the family exemption from Charles R. Harrison, deceased, and further that the Pittsburgh National Bank, Executor ot the Estate of Anna M. Harrison a/k/a Anna Mae Harrison, be authorized and directed to execute and deliver to Doris Garner the Certificate of Title No. Cl7662787 covering said Chevrolet Biscayne Sedan Automobile. AND HE WILL EVER PRAY~ chirles E. Erilow, Trust otticer ..... ~ COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF WASHINGTON ) Before me, the undersigned author! ty in and for said county and state, personally appeared CHARLES E. ENLOW, Trust Office; of Pittsburgh National Bank, EXecutor or the Estate ot Anna M. Harrison a/k/a Anna Mae Harrison, who, first having been duly swom according to law, deposes and. says that the allegations of fact set forth in the foregoing Petition are true and correct. Sworn to and subscribed before me this 10 day ot February, 1969. C, :s;· A a-/~~/, ~£-tO h. r _.; ffr f1 N/ uJ~ -:5,;;, I;} f CJ ~ 1 f?c , ~~ G r;--; 1-7'7, ;,-s-/c',.-; E K~,,-~::; h £ ~ I 9 7:J IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ANNA M. HARRISON ESTATE ORDER ------ NO. ___ of 1969, O. C. -et· AND NOW, to wit, this~t?~aay of February, 1969, the within Petition having been presented. to the Court and. after due consideration thereof, the Court does hereby set aside and award to the Estate of Anna M. Harrison a/k/a Anna Mae Harrison, the 1966 Chevrolet Biscayne Sedan automobile,. Manufacturer's No. 1S3696Fl30031, as tbe family exemption due the said Anna M. Harrison a/k/a Anna Mae Harrison, and the said Court does further order and direct the Pittsburgh National Bank, Executor of the Estate of Anna M. Harrison a/k/a Anna Mae Harrison, to execute and deliver to Doris Garner the Certificate of Title No. Cl7662787 upon the payment of the sum of Nine Hundred. Fifty ($950.00) Dollars. .. ~ ·~ ., .· IN THE ORPHANS' COURT OF WASHINGTON COUNTY, .PENNA. NO.~ of 19_~ Q. e . IN RE: ANNA M. HARRISON, ESTATE PETITION TO SET ASIDE FAMILY EXEMPTION \-...u 0 j ~t:J; ~~ ~~I ·~~· . - ..... _r.h~J JAMES c. BANE YJ j ATTORNEY AT LAW WA HINGTON, PENNSYLVANIA I ;A;IN=N-T~;~ ~LDING \ / v~ ··t i J ----- ::.· I'· ~..;f;(. ~ :: ,... J INVENTORY . ANN A M. HARRISON, a/k/ a ANNA MAE HARRISON of all real and personal estate of ........................................................................................................................... deceased, late of ........... 7.?.Q .. ~.9-.9~.f?9.n ........................ Street ............... W.~.I?.1}~~~9.~ .................. City ............................................. Ward ....................................................................... Borough ..................................................................... Township, Pennsylvania. PERSONAL ESTATE SCHEDULE First Federal Savings & Loan Association of Washington Savings Account No. 11651 Pittsburgh National Bank, Washington Office Savings Account No. 16485 Checking Account No. 4-806079 Metropolitan Life Insurance Company 9,285.00 l,h61.95 2,076.00 Proceeds from Policies on the life # 6354265A of Charles R. Harrison # 102511661 # 116452044 Proceeds from Policies on the life of Anna M. Harrison # 102436033 # 138575149 Jewelry Household Goods 1966 Chevrolet Sedan Old Coins Found in Home (as per appraisal on file with Executor) Cash found in residence Allstate Insurance Company Refund of unearned premiums 533.67 467.10 342.50 479.40 362.00 191.25 2,498.91 950.00 22.60 88.14 39.10 $ 18,797.62 HTP REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA Lot 30 x 150 Addison Street, having erected thereon a 1-story brick dwelling and a l-ear concrete block garage known as 750 Addison Street, 8th Ward, Wash- ington, Washington County, Pa. None HEMORANDUM OF REAL ESTATE OUTSIDE THE COMHONWEALTH OF PENNSYLVANIA $ 11,000.00 .....!) ~ ~ .. AITIDA VIT OF EXECtJTOR OR ADMINI8TRA1'0R STATE OF PENNSYLVANIA I SS.: COUNTY OF ALLEGHENY Personally before me, the undersigned authority, a Notary Public in and for said County and State, appeared Chas. E. Enlow, Assistant Vice President, Pittsburgh National Bank who, being duly sworn according to law, depose and say that PITTSBURGH NATIONAL BANK is the Executor u ~ of the estate of ANNA M. HARRISON, a/k/a ANNA MAE HARRISON deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of . ANNA M. HARRISON, a/k/a ANNA MAE HARRISON deceased, except real estate outside the Commonwealth of Pennsylvania, that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death. • Sworn and s~scribed Jefore me ) this2~ay of C?t:-~V 19!:,f) (~d9,??~~ N~±J [J.Ka~lic~ z 0 CJ) H d. ~1 ~ ~ ~ ~~ = . ~ a) 0 ~ ~ z ll4 ~ z ~ ~ ~ 0 ~ r:l r: z ~ ~: ~ -..........: ~i ('(ji "'fi ~ r:n ..: r:l :z;: ('v)i o! > o: ......_p; CJ): H: 0 ~ z ~i z ~: ::r::i ~ .. ::s:: ~ «:! ~: ..... Pittsburgh National Bank ~ ]) ~ ;1 . Assistant By:~~~ Vice President Executor act~ FJLEO JC''g AU" .. o. 1 0 22 P!1 12: 26 RUSSELL t1ARINO a) ~ REGISTH? OF WILLS " 0: 0) Q): ~! '"":>! ;:.:. Q.l s:: ... '0 & 0 Q.l .. -.. ~ < btl .~ '1:1! r-1 r-1: 0 •rf. <"11 ::;: IJ\ ~: r-1 ...,; oo: • ::;: ('(j H: P-. E-ti ~::: .. 1:: o: 0 ttifo ~: 1:: .,-j: ·r-1 .s::: .s:: 00: 00 rdi ('(j :s=::s: IIi rn 2:! '0 '0 < TR-2 REV. 9-62 i ... IN THE COURT OF COMMON PLEAS OF .WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ANNA M. HARRISON, ALSO KNOWN AS ANNA MAE HARRISON, DECEASED FIRST AND FINAL ACCOUNT OF PITTSBURGH NRTIONRL BRNK EXECUTOR NO. 80759-5 PITTSBURGH, PA. SEPTEMBER 12, 1969 SUMMARY SCHEDULE A PRINCIPAL -PERSONALTY Receipts Pages 3 and 4 Amount transferred from $19,156.94 Principal-Realty 10,780.00 $ 29,936 94 Disbursements Pages 5, 6 and 7 8,071 39 Balance $ 21,865 55 SCHEDULE B INCOME -PERSONALTY Receipts Page 8 $ 324 75 Disbursements Page 8 19 48 • Balance 305 27 I SCHEDULE C I PRINCIPAL -REALTY l Receipts Page 9 $ 11,000 00 Disbursements Page 9 $ 220.00 Amount transferred to Principal-Personalty 10,780.00 11,000 00 Balance 0 00 NET BALANCE $ 22,170 82 I I I ANNA M. HARRISON TR·2A REV. 9-62 THE BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL -PERSONALTY Bonds United States Treasury-..~Bi11s $13,000 due 10/31/69 $ 12,537 20 Cash -Distributed to Legatee See Exhibit No. 1, Page 10 $ 1,800 00 Cash -On hand 7,528 35 9~328 35 $ 21,865 55 INCOME -PERSONALTY Cash 305 27 $ 22,170 82 •' -2- ANNA M. HARRISON TR·2A REV. 9-62 SCHEDULE A PRINCIPAL -PERSONALTY -RECEIPTS 1969 Aug. 22 Inventory filed $ 18,797 62 Additional Asset 1969 Jan. 28 Keystone Aerie No. 687 Fraternal Order of Eagles - Death benefits and prepaid dues of Charles R. Harrison 104 32 Assets Purchased 1969 Feb. ll $8,000 United States Treasury Bills due 10/31/69 $ 7,671 33 Apr. 28 $5,000 United States Treasury Bills due 10/31/69 4,865 87 Aug. 22 $10,000 United States Treasury Bills due 10/16/69 9,904 75 $ 22,441 95 Cash disbursed to purchase above assets 22,441 95 0 00 Sale and Conversion of Assets Without Gain or Loss 1969 Jan. 15 Proceeds complete withdrawal First Federal Savings & Loan Association of-Washington, Savings account $9,285.00 Carrying value ~2285.00 $ 0 00 Feb. 26 Proceeds sale miscellaneous items of jewelry 187.75 Carrying value 187.75 0 00 Mar. 13 Proceeds sale of 1 piece jewelry 3.50 Carrying value 3.50 0 00 18 Proceeds sale 1966 Chevrolet sedan 950.00 Carrying value 950.00 0 00 18 Proceeds sale old coins 22.60 Carrying value 22.60 0 00 Amounts forwarded $ 0 00 $ 18,901 94 -3- . ANNA M. HARRISON TR·2A REV. 9-62 Amounts forwarded 1969 $ 0 00 $ 18,901 94 Apr. 2 Proceeds complete withdrawal Pittsburgh National Bank, Washington Office, Savings Account $1,461.95 Carrying value · 1,461.95 0 00 15 Proceeds sale Household goods 2,498.91 Carrying value 2,498.91 0 00 Proceeds redemption $10,000 United States Treasury Bills due 10/16/69 at 100 ~Portion proceeds allocable to 9,904.75 Princi"pal) Carrying value 9,904.75 0 00 0 00 Miscellaneous 1969 Mar. 13 Treasurer of the United States - Lump sum death benefit 255 00 $ 19,156 94 Amount transferred from Principal-Realty for distribution 10.780 00 $ 29,936 94 .. . -4- .. .. 1968 Dec. 1969 Jan. Feb. Mar. A:pr. Aug. -- ANNA M. HARRISON DISBURSEMENTS ·-Administrative Expenses 17 Russell Marino, Register of Wills - Letters testamentary 6 short certificates $22.50 6.00 15.00 2 Certified copies of Will 23 Washington Courty Reports - Advertising letters testamentary 3 Observer Publishing Co. - Advertising letters testamentary 12 Russell Marino, Register of Wills - Certified copy of order dated 2/10/69 Pittsburgh National Bank -14 20 Appraisal fee property situate 750 Addison Street Pittsburgh National Bank - Lost safe deposit box key 20 William C. Porter - Funds advanced for filing petition to set aside Family Exemption in Estate of Charles R. Harrison 25 Marco Maglietta - 18 Appraisal of jewelry Russell Marino, Clerk of Orphans' Court - Certification to Order of Court dated 2/10/69 18 Richard H. Piatt - Appraising coins 15 Martin R. Hallam, Auctioneer - 13 25 Expenses of public sale of household goods, as follows: Newspaper advertising 30.88 Fumigation 2.12 Extra help 120.00 Auctioneer's commission 246.00 Notary fee to deed to 750 Addison Street Russell Marino, Register of Wills - Filing inventory Expenses re maintenance and preservation of real estate situate 750 Addison Street, 8th Ward, Washington County,Pennsylvania: Premium on fire policy QKF793462, 3 years from 3/4/69 - 2/11/69 Less return premium West Penn Power Co. -Service - 2/13/69 to 5/12/69 81.00 73.00 8.00 13.96 $ 43 50 14 00 14 00 0 50 35 00 2 50 3 50 10 00 0 50 7 50 399 00 0 75 4 00 Columbia Gas of Pennsylvania - Service -2/17/69 to 8/28/69 72. 88 -ff-----+--H Amounts forwarded $94.84 $ 534 75 -5- ANNA M. HARRISON TR-2A REV. 9-62 · Amounts forwarded $94.84 $ Liability insurance coverage - ·11/27/68 to 11/20/69- 3/10/69 " .. ·4.oo 132.30 Harry R. Cook, City Treasurer - 1969 City tax -4/3/69 Observer Publishing Co. - ·Advertising :property - . 5/27/69 & 6/24/69 . . . . 30.60 Malcolm L. Morgan, County Treas.- 1969 County tax -6/4/69 67.80 Seller's pro-rata share tax re sale -8/12/69 · · 4 3. 96 Citizens Water Co. -Service - 6/17/69 and 8/26/69 10.32 Nello Marry - Waterproofing walls -7/29/69 200.00 Mike Leonard - 1969 Sept. 12 12 Removing & replacing paneling on walls -7/29/69 Walter E. Greer - Reimbursement for funds advanced for hauling rubbish 8/13/69 Harrison W. Chatman - Cutting grass during summer - 8/19/69 Washington-East Washington Joint Authority -Sewage -8/26/69 James C. Bane - Attorney's fee Russell Marino, Register Filing this Account of Wills - 12 Executor's compensation Preferred Debts 1968 Dec. 23 Robert E. Hummell Funeral Home - Funeral expenses 1969 23 Rev. Fred B. Park - Honorarium 23 Howard Wasler - Funeral flowers Jan. 28 William G. Neal Funeral Home - Ambulance service Mar. 17 Dr. Emil Sposato - Professional services Apr. 15 S. White's Sons- Grave marker Amount forwarded -6- 40.00 4.00 42.00 3.62 $ 534 75 673 44 1,500 00 23 00 1,500 00 $ 1,234 00 15 00 26 50 10 00 30 00 328 00 $ 4,231 19 1,643 50 5,874 69 ANNA M. HARRISON TR·2A REV. 9-62 1968 Dec. 1969 Jan. Feb. Mar. Apr. 1969 Jan. Amount forwarded Other Debts 23 23 23 Rev. Fred B. Park - Honorarium, funeral Howard Wa.sler - Flowers for funeral West Penn Power Co. - Service -to 12/3/68 of Charles R. Harrisa $ of Charles R.Harrison 15 West Penn Power Go. - Service to 1/3/69 15 Columbia Gas of Pennsylvania - Service to 1/6/69 15 Robert E. Hummell Funeral Home - Funeral services for Charles R.Harrison 22 Washington-East Washington Joint Auth. Sewage to 11/22/68 -750 Addison Street property 28 Citizens Water Co. - Service to 11/22/68 -750 Addison Street property 3 Bell Telephone Co. of Pennsylvania - Service 4 C. H. Scott Service - State ins:pection and re-pairs to 1966 Chevrolet sedan 21 Marion D. Gorby - Reimbursement for payments to the following: Dr. Richard M. Lasday - Destruction of dog 8.00 Bell Telephone Co. of Pa. - Long distance calls at death of decedent 5.50 17 Dr. Emil Sposato - Professional services for Charles R. Harrison 20 Citizens Water Co. - Service to 2/25/69 21 Washington-East Washington Joint Auth. - Sewage to 2/25/69 22 Washington Hospital - 15 Balance due on hospital bill of Charles R. Harrison Other Taxes Russell Marino, Register of Wills - On account Pennsylvania Transfer Inheritance tax at 6% Discount -7- 960.00 48.00 15 00 26 50 10 05 10 69 39 16 1,067 00 3 53 5 28 20 37 6 36 13 50 55 64 5 40 3 97 2 25 $ 5,874 69 I I ' 1,284 70 I 912 00 $ 8,071 39 I -· I ' ' ' ' ANNA M. HARRISON TR-2A REV. 9-62 SCHEDULE B INCOME -PERSONALTY RECEIPTS Interest -Bonds 5 United States Treasury~Bills $10,000 -8/22/69 to 10/16/69 $ 95 2 Interest -Savings Accounts First Federal Savings and Loan Association of Washington $9,285.00 to 12/31/68 $ 200 34 Pittsburgh National Bank, Office Washington $1,461.95 to 4/1/69 29 16 229 5 0 $ 324 7 5 I DISBURSEMENTS Executor's compensation $ 19 4 8 I I -8-. ANNA M. HARRISON TR-2A REV. 9-62 I ' SCHEDULE C PRINCIPAL -REALTY .. RECEIPTS 1969 Aug. 22 Inventory filed $ 11,000 00 DISBURSEMENTS Loss on Sale of Assets 1969 Aug. 12 Proceeds sale real estate situate 750 Addison Avenue, Washington County, Pennsylvania $11,000.00 Less Transfer tax -220.00 Net :proceeds 10,780.00 Carrying value 11,000.00 $ 220 00 Amount transferred to Princi:pal-Personal ty for distribution 10.780 00 $ 11,000 00 -9- . . . ' ANNA M. HARRISON TR-2A REV. 9-62 EXHIBIT NO. 1 PRINCIPAL -PERSONALTY Per Article Second of Will - To: Charles Edward Harrison - Annuity payments - 2/25/69 to 8/28/69 $ 1,800 00 I I DSB:lmp -10- Ob.ver -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION • In compliance with the Newspaper Advertising Act of 16 May, 1929, P. L. 1784, ws amended. Commonwealth of Pennsylvania, County of Washington, SS: ....••...... Personally appeared before me, a Notary Public in and for said County Richard S. Cowan . and .State, .............................................................................. , who belDig duly &worn according to law, deposes and says thwt he is the .. S..e.cr.e.t.ar.y ............... . of the Obs·erver Publishing Company, a P.ennsylvania corporation, and its agent in this behalf; that the said Company iS> the owner and publisher of the Observer-Reporter, succ'essor to The Washington Observer, established September 18, 1871, and The Washington Reporter, established August 15, 1808, a daily news,pape-r of general circulation, printed and published and having its place of bus.ines's at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and p.ublishred continuousiy f.or more than six months, prior to the publica;tion of the notice hereto at:tached; thwt the printed notice or advertisement hereto attached is a •copy of an official advertisement, of-ficial notice, legal notice or legal advertis·ement, exactly a:s printed or published in the Obsterver-Reporter in its regular editions on the following dtate or date.s; ........................................... . .................... !:?.~-~-~-~P.-~.t ... ?.} .... ~-~-~---}.Q .. ~--~-~-~-~-----~-~-~-----!_-~-~Y-~.H5.t>-~--' that neither th<e affiant nor the Observer Publishing Company is interesrted in the subject matter of said. notice or advertising and that all of the aUega- !;~"';,~!.thl' affidavit ~tot=~~~72£:::on ' . ..---:ExEtuTOR's NoiiC~0~ 1_ .,, .. f ANNA M HAltRIS N Estate o A MAE 'HARRISONfde· \!:~~~. ~ of City.,. of Wa'shington, I Washingtbn Cou?ty,_Penna. the\ Letters-Testam~ntary upon 1 bove·estate having been granted to 'fhe:,\undel-,s1grie~. notice is -hereby , . "eii to {l;i.Cise-4ndebted thereto to gtv ke 'immediate •payment, and to ~~se 'having claims or demands to presentc·ithem for settleme.I1Bt.ANK <PITTSB1JR!}H ~ATIONAL ·. Exe'cutor·"1.--• 1 6 south Mlik street , . · washiil}foi:i •. pennsyl'[ama •15301 · -James''!C. Bane, ·Attorni;!Y 1 :washington Trust Buildm!l Washington . pen!!sylvania 15301 · '· •' 68302-Mon.-3T \>-·; ~-.. ·- Sworn to and aubao~afoca ma thia ..... 2 .... ~ of;.;.~.n_;l~D1 ... l9 6 9 -------~-~-~--~~~~-R·v-Pus-ue w. 26752 WASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6, 1972 .._ ., " .- Washington Comtr Reports . 63 SOUTH MAIN STREET Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION 1In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784-,Sec. 3, paragraphs (3) and (25). CouNTY OF WASHINGTON} STATF. Ol' PENNSYLVANIA ss. Personally appeared before me, a Notary P~blic 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, published 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 COl'NTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ·····Deeem·be-l:··--2-6-.,----J.a.r.l.ua.r.y. .. .2.., .... 9 . .,. ..... . ·---l-968 ... 6.9 ............................................................... . that the affiant ·or the corporation in behalf _,..of which he is acting is not interested in the subjeet · mattrr.~1 said no!-ice or adv:erti~g andj1:~~1 o~e allegations of this affidavit ""as.-'tq/,t:ht time,. pJ4te and c!_rahcter of Uljl~ti are~rue. /C/j;.'] ,·? _;: /I/ ·'f : ~-I . $r ~ \L/ L-C'"~'"' L,~c ~-, _ _.... · 1 -\s~m <o "' c:-~nllli~------Edi<~~ ·····----~_2-day of..Janua.r.y ..................... , 196 .. 9. ... . ·,~ ___ 7f;.ik~.t..<f1.~~--e; __ --··; .. -£.. ...... . \ o~~t\trfublic C 'I f>,RD, tl y pa. t(.f>.lt\ER\NE . Nashingto _co., washington, ~"eo"(!:\ (.xplres M\' c. rn.ffl\J··' .I 1 ~~s;-, I • ., '":\; I• ; •. ~~--. The ter of Wills has granted letters, Estate.lces testam . ~ry 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 ~hem for settlement to the Executors or Admin- istrators or their Attorneys. ••••••••••••••••• HARRISON. ANNA M. a/k/a ANNA , MAE HARRISON, Dec' d. : Late of City of Washington, Wash-. ington County, Penna. Executor: Pittsburgh National Bank. 6 S. Main St., Washington, Pa. 15301 , Attorney: James C. B:me. Washing-. ton Trust Bldg., Washmgton, Penna. 15301 RCC-4 (8-68) COMMONWEALTH OF PENNSYLVA NO. DEPARTMENT OF REVENUE 0'330 59 OFFICIAL RECEIPT~t. PENNSYLVANIA INHERITANCE NINE HUNDRED TWELVE and ----. . -----no/100 RECEIVED ______________________________________ dollars aiTTSBURGH NATIONAL BANK, excrs. representing Pennsylvania Inheritance or Estate Tax due from the following estate: From: ________________________________________ .-___________________________________________________ ml WASHINGTON OFFICE t WASHINGTON, Address ______________________________________ ~ c/o MR. CltARLES INLOW, TRUST 63-68·1515 11·21-68 File No. Date of Death ______ _, January 15, 1969 Date of Payment ----------------------------------4 ANNA M. HARRISON Nome of Decedent -------------------------------! WASHINGTON County ______________________________________ --! Remarks: S E A L NOTE: This Triplicate Receipt Ia be retained far audit purposes. 2% Tax on $ _________________ "'----------ifi111 On Acct. 960.00 6% Tax on $ _________________ "'----------1111 15% Tax on $ _____________ ---:-_ % Tax on $ ________________ _ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __ %from---------- to $ $ $ $ 48.00 $ $ _________ In 912.00 $========~ Received by NOTE: In accepting the transfer inheritance tax an future estates, prior to the death of the lif-;e -L--~)'--"--=-{S~;-;;t;~:)_;__f!;.!<:...... _____ :........,r---~~ tenant or tenant far years, as evidenced by this receipt, -it is understood that the Commonwealth shall nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of th~:e:_..f........~::_,..ft:E._.~~~::,_---,-~-LL~::f.:::~~::.._IJ life tenant or tenant for years whenever it appears that such additional tax may· be legally due a collectible for reason whatsoever. RCC-4 (8-68) ' .. ' + ';L: : : . .••. . .•· .· ••... . DEP~RTMENT OF REVENUE .•. ·· · ..... ·• ... · ... No.A 085'30 2: ()FFICIAL RECEIPT • PENNSVLVANIA.INHERITANCE AND··~::t;;:T.ft•• RECEIVED --=FO--=·:..:::U..::.:R=--=HUMD=·::.::ftD==-· --=TWI=. =ft.=..Y=--· •_O:::.::NB=·=----=a=n-=d---=5::_:7._,_/-=1:..:.0-=0 __ •_•_•_•_•_•_•_•_· _•_•_ dollars From: PITTSBURGH NATIONAL BANK Address 0 WASHINGTON OFFICI ' WASHINGTON, PBNNSYLVANIA File No. Name -of Decedent -,-A_NN_l __ K_· •_HA_JW: __ SO_· _N---.:.., _a_k_a___, Cou nty ___ W._A_SH_· _I_N_O_T_O_N_· --------l Remarks: NOTE: This Triplicate Recei~t :t~,.be retained lor a~dit p~wl69•3 representing Pennsylvania Inheritance or Bxers., Estate Tax due from the following estate: 2%Tax on $ _________ $ _________ 1r.ll 6 T $ 23,026.24 $ 1.381.57 % ax on ___ _::______ _ ___ .:__ _____ illl 15% Tax on $ _________ $ _________ 1•1 %Tax on $ _________ $ _________ 1!111 Estate T ox, Act of May 7, 1927 $ _______ __ TOTAL TAX CREDIT Less five percentum of tax if paid within three months after 1,381.57 Prev. $-11p~r::::~a,__ .• ----'-g.-.:"'6*0---... o~o- 4~1.57 date of death $--------IHI Plus interest at the rate of __ %from ________ _ to ____________ _ $ __________ 1111 421.5? TOTAL AMOUNT PAID $========1!'.1 I II I . . , Received by NOTE: In accepting the tra9sfer inheritance t.""' 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 Commonwealth 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 --~-+-~ ........ ~>tt:,--''-";7"';::--~:..:;.,,.,::,-~=------111 collectible for a reason whatsoever.