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Home My WebLink AboutOC1968-1588 - ESTATE OF SCOTTTestate Form l PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate oL----~~§--~-! ... ~.<?.f?.~-~-----------------------------------------·--No _____ 6.~::-.6.~_:_l~-~-e __________________________________________ _ Fiduciary ... G.MCt; __ :W.UUt; __ SQQTI_,_ __ ggw __________________ _ -----~~~~--~~~--§.9_'?~-~---~~-~? ... ~~~~~~~~~------· Deceased ~~cl ~~cl Decedent's death _______ Dg_c.~ml;?_~_+-__4~--J,9.9.a.. -----.----___ -----__ ----Grant of Letters .. -----~~£~~~~!:_)~_, __ )~~~-----------------.------- This is the .... Eix.s.t .. 9n...<LF.i.IJ._~_l __________________________________________ account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ___________________________________ _ Election to take Date Election Place of; Under or~~ wilL (cross out one) Filed ----------------------------------Record --------,--------------------- Under provisions of the Wills Act of 1947 Name of surviving spouse .... .GRACE . .MARIJILSCOTT~ .. nQW .. GBA.CE .. MARI~.--S.C.QT.T. .. llMER. ...................... :.: .................. . List issue, where material: Did decedent marry after execution of will? (indicate)~-No. Any children born after execution of will? (indicate) ~No. If answer yes, name them----------------------------------------------------------------------------------------------------:·--------------------------· Leg.atees GRACE MARIE SCOTT, now GRACE MARIE SCOTT BAKER List, if exceptions to above: If partial intestacy, give facts: Adeemed: Relationship Widow Revoked: NONE NONE Interest Fiduciary, if deceased or not sui juris Entire Lapsed: Abated: Give Cause: Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~ If any exception give cause:·--------------------------------------------- File copy of Notice and date of mailing ............ N9.Y.~IDP.~J: .. l.)o .. l9..1l ........................................................................................................... .. Is estate subject to the filing <;>f_a. Federai.Es.tate Tax Return? ........................ ~'?. .......................................................... . 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, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. ~· N 0 N E 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: N 0 N E Balance for distribution per account, Itemize any additional debits not shown by .account: Total additional debits_(Ad.d) , _ Itemize, any additional credits not shown by account: ., Stamps on Sale of Real Estate Pro-rata Share of 1969 Taxes Observer Pub. Co.-Advertising Register-Pet. & Copy of Order Notary $300.00 76.54 14.00 3.00 5.25 $398.79 $---~-~1-~-~-~!-~? ............... . $ ... --· .-: .. .9 ... : ................... . $.).~-~-~l~ ......... c............ 398. 79 $ 13,796.06 ................................................................... ' ......... ! .,. ' ..... :-."' --:..., ...... ~ .. rtor in coa~. list ~och i~~m held in kind, giving appraised Value (or distribution Value); ;. CASH """' If Family Exemption claimed by Petition, give place of Record: ........................................ ------------------------------------------- If Family Exemption is claimed at audit, give name, relationship and basis for Claim: _______________________________________________ _ In Petition and at Audit by petitioner, widow of deceased, both parties having resided together up until the time of death. List any advancement or distribution on account that has been made, and nature and amount of same: 4-10-70 7-23-71 10-22-71 Grace Marie Scott Baker II II II It II " II " $10,000.00 2,000.00 500.00 $12,500.00 Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: GRACE MARIE SCOTT, now GRACE MARIE SCOTT BAKER COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ...... s:w..o..r.n ...................... doth depose and say that the facts set forth in the foregoing petition are true to the best oL ....... hex: ................. knowledge and belief. ----S:w.o.:rn-------------·'·······-------------to and subscribed before Balance And your petitioner will ever pray, etc. me this ... J~~L1 .. day o.·f!.:> .. P..E}~_E}J."!lQ.~.L ... :t···· ~--1 .?J..... 1-( A'J. _ ~ t:f/h ~~ ~ ~Y-/--. -· ¥~ ~ ~ --,AY'~tf;rifc~rtl:t.scottJ --.. ~L--k. .. 'Z-.-:6 .......••..... Signatu_re. of Officer .. ~f~~--: .. :~,---A-'----?---. -;'!..!...... ~.~ • c:/h r· . r/ . d T··tl f. Off' . now -KY4-f2£h .. .//:f.tZ-!er.UL .. 0'L·&d: .. tJcz~.L/.G-. ' e o · rcer.................................................. ............. (Grace Mar~e Scotf Ba'l<err-· · £DI1Jt . · l¥asht11 L. D~tGu Office expt res ....... 3fy~---!l(taR;·s..;·---t-llot~···························· o,,issf asfltnuto I) Pt~6/le ........................................................................................ . . . o" f:]( o Cou Plr68 Itt nty, Pt. ar. ~8 , 19Ja I • t No. . .... b3::.6.8.-:.1.5.8.8 ................................. . Estate of.~JAMES .. R. .... .S.C.O.'!'I., ......................... . ,. Deceased Fiduciary .. .GBAC.E: . .MARIE. . .S.COTT.,.. .. now .......... . GRACE MARIE SCOTT BAKER, Executrix PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. Proof of service of above. 5. Letters Testamentary or Administration C. T. A. or an attest copy of Will. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. ············---~~-f? ... ~! .•. I?.Q~~-Q~---------------------- Attorney "'"~2 , .• ~ . t r-·· r\ '··· i ' ::-·· l ! i i-.... i.,..d _,} ' ;·ll Jl\~l \ 7 p t\ ?. 47 f{ U S S E L L ttl t.~ r~ \ t4 0 REG!S1 Ef:, Of ifi!LLS W t~ S H \ ~4 G T 0 N C 0., P A. '\~ .... f·ht .~.. ~ ,.. ... ,.. ,. 9 ~·'' "') . ' ...... · ~ ' .· f' !'..... ~· ~ .. _ ,• r: i .... --. :: 4: ~ . .... -~--. . -~· ~ -> . ·, 1:"' •• '. -.. -(> ·-. ~ ~,· r.. ··.,_ /') !_:' •; .• _.y·. · .... ,..4 #', r·l tJ ~~ ~ ... _, .;, ~. f'1 • ' . ¥ '-I .._ ...; ..... . ,, \~ t'f .-. .,. ,• .. .. ~;., ' . ... -.. ~ tr__~ "-1 i:.; I:· t' '. COt't' L' OF Cm~MON PLEA~; OF '.~ASf!INGTON COUNl'\', PENN~YL\'AtiiA ORI'iiAN.~' COUR l' UIVL>Im~ ) NO. 63-G~-bbt:l ( .lASI!ItlGTON, PENNA., NOVt:MB":R l, 1971 n , l :1 .t·.t, ) N 0 T I C E ~Hl~'tl>. i . .t• r.·by .,iv• n thal tlu· Accountant, Hhose n.1me appt•ar:.; bt low, has 't • t ath.l 'f." in:1l Accu Jnt, a copy of whl.ch is enc lo1;<'d, to till' :IlH>\ ,. numiJt 1; ,'., .P.In, .. ill t>l! pr• ;,nled to :.h .. · Orphan:;' Court Divi:;ion ot tnc Cour_ o· :<" -'l t'' .·. o! a. till ton County, P__:nnsylvani.a for coni irmation on Novembt-r .1 ~th, l, ;lllu 1ill bt lU·Iill'J by thl· Court the \JePk COTtllih.!llCing MONDAY, DECEHRE!Z lJ, 1~/l, '~< u nwy ;,.tp[Har 11. you ..;o Jcuire, but it will not be ncct·s:..ary 1or you to do ut •.• :mt LO take l'X<:eption to t!H· abovl' Acco .. mt, or to any ..:lait.t wttich ita.; 11. • d, or co prct.. t•nt .:1 claim of your o,.,·no J 't•· ·~. lllltl.'.W3ot: ,1 ,, . • l•l;,ton Il' '" L Bld0 , . ,, Oil, '.'L'llll[i. l'JJ01 Attornt'Y GRACE MARIE ~iCOTT, now GRACF: MARIE .:iCOTT BAKER, t.xc.·cutr ix .. 1R --..1 ~::;o: rv :tl"· 1'1 :;o {;/). C). c: c,_ q.wo- :r. (fl ~ i (/l ((l :?.::: z -l ~r1 rl~ 17i) rn jll•··-~ -1 :r; ' ...... , l .,..~ "·-' .:.:::> C> ~: _,.. 1,:.;~~ -r~ ~ .. ,. ·-o 0 ::f~ }.r :::x: 0 :.v f') l .-.--o I 0 )> (/) ...c-c:n ' T \ __) C!tnmmnuwralt~ nf Jruuayluauia.} 1Jas4tugtnn C!tnuuty. !l!l. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid on the 19th. day of December A. D. 19 68 , before me, Russell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania, the last Will and Testament of James R. Scott late of Hanover Township in the County aforesaid, deceased, (a true copy whe;eof is to these presents annexed), was duly admitted to probate; and Grace Marie Scott trix the Executm!X m said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; ~OW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Grace Marie Scott committing unto Her the administration of all and singu:!ar the goods and chattels, rights and credits, which were of said deceased, and requiring Her to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety -days from the date hereof, and to render a just and true account of said administration at the expiration· of six months from the date hereof, and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this 19th. day of December m the year of our Lord one thousand nine hundred and Sixty Eight -_lf2~ __ !/z4!].~_0) ___ _ Register l ~ ~ .... .... ~ ~ ~ ~ tn ITI t !~ en Gl -1 ~ l> ~ -1 tn ., lCIJ ITI .... !0 0 ~ !0 "TI a !CT 1c't ~ 'I = .... j ~ ~ ! Sd i i ~ • ·.: ~~;;e:c:-";·~·;(<'"-:':i~~""~~~iifr-~i<;f1''~'Jf.!"!'t~:::~::::~:2,; .,:.c--~~~\'t~!>f•~~:;.'~ . ., ' · . . . .. · .. · · · . WASHINGTON, PA •.. · . . LAST WILL AND TEST&~~IT I, JAMES R. SCOTT, of Hanover Township, Washington County, Pennsyl- vania, do make this as and for my Last Will and Testament,. hereby revoking all Wills by me at any time heretofore made. FIRST: I give, devise and bequeath all of my estate, real and personal, to my wife, GRACE MARIE SCOTT, her heirs and assigns. SECOND: I nominate and appoint my wife, GRACE MARIE SCOTT, Executrix of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 15th day of June, 1963. Signed, sealed, published and declared by the above named Testator, as and for his Last Will and Testament, in the·presence of us, who, at his request, in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses thereto • .; . ; .... · '" (~~ ·~~~~~·· :\ . · .... _, r" -~ ;J f(' ~~ IN THE COURT OF COMMON PLEAS 0~ WASHINGTON COUNTY, PENNSYLVANIA CIVIL ACTI:ON ~ LAW GRACE JVT...A.RIE. SCOTT, Executrix of: the ESTATE OF J'A.MES ;R. SCOTT., and GRACE MARIE. SCOTT, Exe~ cutrix of the ESTATE OF JAMES R. SCOTT, trustee ad litem, .. • Plaintiff, NO. 279 N:QVE.MBER TERM,l969 A.D. : vs. WOODROW KEELY'· Defendant. 0 R DE R -~--~"':'- AND NOW, this .f Uday of &-4arab , 19ft, the. foregoing Petition having been presented, upon consideration thereof, it is ordered th~t it be filed, it is found by the Court 1 that the proposed compromise settlement outlined in the said ! I' 'I Petition is in the best interests of the heirs and estate of James R .. Scott, 'deceased, and it is therefore OPJ)ERE.D AND DECREED as follows: 1. Th~t the compromise settlement outlined in the foregoing petition is approved end the plaintiff is authorized and directed to take all steps necessary and proper to carry out the provisions of the said compromise settlement., 2. · That Grace Marie Scott, Executrix of the Estate of James R. Scott, is authorized and directed to execute and deliver to Woodrow Keely upon payment by him of the sum of $10,917.00, such release or releases as shall be necessary and proper to release the cause of act;ion.arising under the Survival Act in favor of the Estate of James R. Scott, or arising under any other act or law. 3. That Grace Marie Scott, Executrix of the Estatb of James R. Scott, is authorized and directed to execute and deliver to Woodrow Keely upon payment by. him of the sum of $11,083.00, such release or releases asshall be necessary and J •r----------..------------------..------------~----------........----- 1- proper to release. the cause of action arising under the Wrongful Death Act in favor of the E.state of James R. Scott, or arising under any other act or law. 4. That the· Prothonotarx of Washington County, Pennsylvania, is ordered and directed to enter a judgment in the above entitled case in the amount of $22,000.00. 5. That Grace Marie Scott, Executrix of the Esta e of James R. Scott, shall upon payment to her of the sums mentione~ in the foregoing Petition and in this Order by the defendant, execute, in person or by attorney, any necessary and proper satisl I faction of the said judgment, to the end that all causes of actio· arising against Woodrow .Keely out.of the accident described in th.e foregoing ~etition shall be forever satisfied, terminated, and discharged. 6. That Grace Marie Scott, Executrix of the Esta e of James R. Scott, is ordered and directed to account to the Orphans' Court o;E Washington County, Pennsylvania, for the amount recovered under the provisions of the Survival Act in the manner provided by law and rule of Court. 7. That the said Grace Marie Scott is ordered and directed to pay the amount recovered under the provisions of the. Wragful Death Act, as follows: To Grace Marie Scott, Surviving Spouse To Dorothy Scott To Mellon National Bank & Trust Company, Trustee, for the use and benefit of $ 3,693.34 2,463.22 Charles James Scott, a minor 1 2, 463.22 which sum is. to be paid over to the said minor upon his reaching majority To Mellon National Bank & TrustCompany, Trustee, for the use and benefit of Robert Scott, a minor, 2,463.22 which sum is to be paid over to the said minor upon his reaching majority BY THE COURT: " ~. ', . .. ~"'-c":.. '· ..... I -., • '--.' ( i\ffi~uuit OOf fxrrutnr ®r i\bministrutnr ~tatr n. f Jennsylnanta. t ss: C!Lnunty nf llas~tngton \ P 11 b f h d · d h · Notarv Public · d f 'd ersona y e ore me, t e un ers1gne aut ority, a ........................... ..!i ................ w .................................... m an or Sal County and State, appeared .... GMC£ ... l1ARIE. ... S.C.QII., .... \l.9.~ ... ~~.~~ ... ~~.~ .... ~.~.~':,':, ... ~~Jllo, being duly sworn according to law, deposes and says that she is the executor ~of the estate of ................... JAME.S ... .B. .... .S:C.OI'I, ............................................ : ....... : .......... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of... ........ J.N:mS. ... R ...... S.~.Qil'., ...................... , 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 cedent's death, based upon a just appra' ement of each item made by the above named Executor C. • • I ', ~ \ ~ ~-:i.,' 44-~~~!H~~;H-!~;.;;::.:,;: __ _ . •• 'o ~~~ .... · · aA ' Sworn_ a~d">~_bscribed before me th~~. ':'.:~v· ..... f ~ day of ........ J~.b ... _:;, ... ; ......... 1 ...... ~;;;:~~~fJ .. ,7 W ...... · .... a..c~ .. /ff.tZL~L.~..e~ .. ~-~~ii{; ·····-~~~~--Jc.>4';~;:;.;-~;~···INSTRUcci~~;e Marie Scott B Executrix I. An inventory must be filed .,thin three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. , 3. I Original and 2 Copies and 2 RCRI-34, Under $10,000; I Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of I947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2 3Junrutnrg uubi\ppruisrmrut of the goods and chattels, rights and credits which were of ................. .-J.~.~ .... R~ .... ~.9.Q'!'!A ...................................... late of .... ff:~~!?.Y.~.F. .... '!QW.~~J!!P.J .............................................. .. Washington County, Pa., taken and made in conformity with the abave affidavit. DATE OF DEATH· December 4 1968 PERSONALTY 3/4 T. Chevy Truck (Selling Price) l/3rd interest in U. S. Savings Bond, standing in the names of Charles B. Scott and Mary Scott REAL ESTATE Tract of land situate in Hanover Township, Washington County, Penna., on which there is erected a frame dwelling house (Selling Price) DOLLARS 450 00 13 70 $ 463 70 15,000 00 T 0 T A L -----------------------115 463 70 CENTS (. .lt.'' ~ ... ''t/d ··oo NOlONIHS'V/.\' S -lll/1\ .:1 0 I:J:H S I ~ 3 U 0 ti i}j\' ;'i llJ 3 s ntl . I 0 2 ~{ d g 2 "111r I L . ~ "" :.1 "·t t ··I tJ ~ ... J I I .... t· .•' ' ~" :-"~ . --. ' ~ t !~ jCil l~ ~· iCil :n :o r . ; ~ .. ~' .. ' ..... 0 ~ ~ <:l ~ <II ~ ~ .,.,. ~ c J "'! ~ ~-~ DQ ~ l:tJ ~ ~ Vl :A I ~ 6) :A "':l-"':l-~ ~ c;;· 0 <II OQ ~ ~ <II cq ~ .... / .. j Tne First and Final Account of GRACE ~~IE SCOTT, now GRACE MARIE SCOTT BAKER, Executrix of the Last Will and Testament of JAMES R. SCOTT, Deceased, late of Hanover Township, Washington County, Pennsylvania. _Tne Accountant is charged as follows: PRINCIPAL PERSONALTY To Amount of Inventory & Appraisement $ 463.70 Receipts from cause of action arising under .. the Survival Act, No. 279'Nov. ferm, 1969 A. D. 10,917.00 $11,380.70 INCOME PERSONALTY .. N 0 N E PRINCIPAL REALTY To Amount of Inventory & Appraisement $15,000.00 INCOME REALTY N 0 N E $15,000.00 TOTAL CHARGES --------------------$26,380.70 The Accountant claims credit as follows: PRINCIPAL PERSONALTY Administrative Expenses, Preferred Debts, and Other Debts & Taxes, as set forth in SCHEDULE "A" $12,185.85 TOTAL CREDITS -------------------$12,185.85 BALANCE FOR DISTRIBUTION ------------------------------------------$14,194.85 I .. s c H E D u L E 11A11 ADMINISTRATIVE EXPENSES: James R. Dona1dson Costs Advanced: 12-18-68 Russell Marino, Register Letters & 2 Short Certificates 12-20-68 Russell Marino, Register 1 Short Certificate 1-15-69 Edith L. Dague Notary 2-6-69 Oil City Hospital Hospital Records 6-10-69 Edith L. Dague Notary 10-20-69 Bar Association Xerox Copies 1-15-69 Washington County Reports Advertising Letters James R. Donaldson Grace Marie Scott James R. Donaldson Russell Marino, Register PREFERRED DEBTS: 12-17-68 Lee Funeral Home Tionesta Volunteer Fire Dept. Grace Marie Scott OTHER DEBTS~ TAXES: Attorney's Fee per Decree at No. _279 Nov. T., 1969 A.D. Executrix's Commission Attorney's Fee Filing Account Funeral & Opening Grave Ambulance Family Exemption 12-18-68 General Motors Acceptance Corp. Settlement of Account 12-18-68 Carl Sabatasse Grocery Bill 12-18-68 J. & J. Mobil Service Bill 12-18-68 Sears Roebuck Bal. Bill 6-30-69 Kurtz Monument Co. Marker 12-20-68 Amile Pharmacy Drug Bill 12-26-68 Mellon National Bank & Trust Co. Note 1-9-70 James R. Donaldson Fee & Costs in Mary c. Scott ' . . . •Estate, No. 2'84 of. 1964 ~ t -~ • :· $ 1-9-70 James R. Donaldson Fee & Costs in Charles B. Scott Estate, No. 285 of 1964 t 14.00 1~00 .1.00 1.50 1.00 1.50 14.00 $ 34.00 5,500.00 NOt£ 800.00 17.00 1,380.00 25.00 1,000.00 250.00 239.27 207.61 500.00 llO.OO 107.21 1,046. 72 '· j60.25. 608.79 T 0 T A L -----------------------$12,185.85 Observer -Reporter WASHINGTON, PENNSYLVANIA • PROOF OF PUBLICATION In compliance with the News.paper Advertising Act of 1,6 May, 1929, P. L. 1784, a.s amended. Commonwealth of Pennsylvania, County of Washington, SS: ........... . Personally appear-ed before me, a Notary Public in and for said Count~ and State, .... Ri.c.b.~X.d. .... S .. ~ .... C.9W.~R ................... , who being duly s'worn according to law, deposes and says tha.t he is the .Vic.e .... P:r.esiden.t of the Obsrerver Publishing Company, a Benns.ylvania corporation, and its agent in this behalf; that the said Company isr the owner and publisher of the Observer-Reporter, succressor to The Washington Obs·erver, established September 18, 1871, and The Washington Reporter, established August 15, 1808, a daily news•paper of general circulation, printed and puJ;>)ished and 1 having its place of busines•s at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and published continuous-ly for more than six months prior to the publication of the notice hereto attached; thaJt the pr.inted notice or advertisement hereto attached is a copy of an official advertisement, official notice, legal notice or lergal advecrtis·ement, exactly as printed or published in the Obsrerver-Reporter in its regular editions on the following date or date.s; ........................................... . .................................. Ju.ly. .... 28.,Augu.s.t ... .4 .... and. .... l.l.,. .... l.9..7.l ............... . that neither th!e affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the aHega- tions of this affidavit as to the time, place ~ character of publication are true. . .. 4:t.~.--:.'k~ .de~/ Sworn to and subscribe~_.!{fore me this.ll ..... da~fAu:-~·t ... .19.71 ~~~::~:::=~ WASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6. 1972 '/,,-WASHtNGTON, Pa. . N E~'~i<-MART . ' t\EG\STE;:":. OF WILLS V!A,Si-1\N:.::ION co .. PI\. !1 . 1 • STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law, deposes and says that the above account d · d · she ·1 b 1· as state IS true a':! c,orrect as ... : .... _······-····-·····················-ven y e 1eve. . . Sworn and-;-ubscribed before me this ...... 2.}_~--- Washington County, ss: .... 0 ..., ~: 1':1 = a::! 0 <> ~~ <> ~! ~~ < . '" o: 1 •.• r:::! ' '""1! ~ E-fl '-..! ~. ~! E-t: Oi q r;:. .-4 I Oi Oi c..>i \! 0 C,): til c..>i Cllj ~~ l'il Cllj 1:2 Cllj ~! E-t ...... < .: ~ ~! il ~! E-t a::: il ~ rn ~! l'il ~~ ~! ~ ~! ~l)l ~1 l ~ ~! -~ ·.4 ~I l l 0 z -......__ --·~ ---.... ,-..- \ .~ \ ' I I do certify that I have given legal notice to all persons concerned of the filing of •the within account in the manner prescribed by Statute ana Rule ~Court, as evidence by proofs thereof filed to No ... /p.3~.1L-: ...... ~-~-------------- day Witness my hand and official seal this .... ~ 9 ~ of ~-------------------------------~---~--~~~---~-~7/:: () {\(\ (\L}A ~ ---~7'~--------· Register of Wills ...., 11:: • 'I ... ;::l ol 0 :...., 0 il=1 -~g Q) ~ ..<:1 :o ·-·-10..._ ...., ~: <.>~ : ~ ', l .~ .. "''< 0 ...., , ... .... < •• ~t,...,u ~, ? ""' <!:O .... Q) "'1;.., ...., !lil ... ~ p!·1 1=1 .J:: Q) I t"l Q) ?:' 1=1 ~· •J •; I "' , ... u.,; •• Q) :o ... Q,i~ (II 0. +' <;))< t 1=1 1,\!,R\HO ;::l HUS2C 1-~--0 <.> <> ~ f\EG\S!'EF\ nr.:· ':1\ LLS ol \../ t 1=1 'II AS 1-"1 ~.· ('--r; \! CO., PA. :8 d I,Ai \1 , i \ t ~ ....... I .J • ...., -~ t!l \ -~ +' C:j f! 0 Q) s \ ..., ..<:1 .!'::: ~ ..,., " 1~1 ... s\ 0 1=1 1=1 ~. 0 ""' ~ 1=1 oi' ,;,J I < ,.... .... _ •ol I .. ~ -~ :::t- t <P ~ ~ ~ ~ !'; ,; \ 't ·. .. . ~, ~ ".1.. .'1 . ~ . .-;., . . ,.,. . /:_ r:. L ~ ' .. . ' ...... ~ .... "' / . .. ·-~ \ / I cJ .t-1 \: ) •, f\ The Court is respectfully requested to determine proper dis_tribution in this estate. lin tqr ODrpqnuu' Ctrnurt nf llauqiugtuu Ctrnuuty In the matter of the Audit of Account in Estate of JAMES R. SCOTT No. 63-68-1588 TO THE AUDITING JUDGE: Enter __ __,rn..,y,__ ______ appearance for ______ ~A,.,c~c"'o,.,u,....n..,t,a ... n"'t.._ ______________ _ ,_ i I ~-n I"'} $'-I f.~ • i r-~ L_ 1..,· f 'l2 JAH I? Pt12 47 R U S S F: L L i·L\ I~ li'W REGiSTEI\ OF WILLS WASHIN~~TON CO .. PA. No. 63-6,8-1588 ~- In re Audit of Account in Estate of JAMES R. SCOTT. Deceased AUDIT Jrattipt fnr ~pptarautt FOR' Accountant JAMES R. DONAlDSON Attorney .... 9 j ~n tqr QLnurt nf illrn.a nf lln.al,ingtnn aLnunty. Jruu.aylunuin, ®rpqnu.a' aLnurt linin inn ESTATE OF No. 6 3 ... 68-1588 James R. Scott In the matter of the· __ F_i_r_s_t_an_d_F_~_· n_a_l_ deceased Account of Grace Marie Scott now Baker Executrix ADJUDICATION AND DECREE And now JanuarY . (,2 , 191.?_, 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 $ 13 796.06 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 credit asked at audit Balance'-------------------- Deduct Clerk's Costs & Receipt.,__c: ___________ _ Attorney_---"J...,a .... me""'""""s _R ............... D .... o~n ..... a .... l..,..d....,s..,o~n,__ ________ _ Russell Marino, Clerk o.c., costs at audit in estate of Mary c. Scott, deceased at No. 284 of 19q4 A.A. Russell Marino, Agent, transfer inheritance tax, due and unpaid in the Estate of Mary c. Scott at No. 284 of 1964 A.A., docket 3:5 page 211-line 9, $29,Q~ Interest from 5/18/64 to 1/22/~2. iL$.55 ~~~ -J.Js Russell Marino, Agent, transfer inheritance tax, $172.41 Interest from 3/li/10 to 1/23/72. A 19.51 ~k. s.D2 Grace Marie Scott now Gra.ce Marie Scott Baker, widow, residue, credit to be taken by the accountant for funds in the amout of $12500.00 advanced prior to distribution by the Court, $ 14,194.85 398.79 $ 13.796,06 1- '. r. 0 ..... ~ Q.1 0 i tit 0 ..... -· ~ a t a· = .. Jff ra 6- ~ s ~ ~ ~ ~· r ' ., . . I 'I . \ ,. ' [.' . ( [ .. r , r ' ~ .J ) ' ~ ·B c :J .-to 0 ..... l t • {f) Cr"; ...,... ·····---! !.J~ f"1 ~? ' ·-·{ ::.; (j !;,:.:..:_ -;~ l 0 :::};, (.,::) .. ·t~·· w r 3:>· (./) '. " :J z --+' 9 •:r 11) 3 0 .... .... 11) .. 0 ..... .... :r 11). . ,. f ''1:;1 \ )''·· ··~"'? ·-::: r r < I" .. -. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ) ( )' JAMES R.· SCOTT, NO. 63~68-1588 ' • ; Deceased.• ... { ORDER. ;PERMITTING FILING OF ACCOUNT AND .. ' I DELAYING·AUDIT·UNTIL COMPLETION OF ADVERTISING AND NOW, July ·?--z....-, 1971, it appearing to the Court that advertising has been completed in the Washington County Reports, as appears by Proof of Publi- cation attached hereto, and it further appearing that advertising in a newspaper of general circulation has not been completed, through an oversight, IT IS HERE.BY ORDERED that the personal representative be permitted to file the Account as soon as may be conveniently accomplished, that the personal representative caus'e the estate to be advertised in a newspaper of general circulation, that proof of such publication be filed and thereafter the estate placed on the Audit list. B Washington County Reports Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY oF WASHINGTON} SS. STATE OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail legal periodical for said Washington County, published weekly hav.ing its place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASHINGTON COUNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or advertisement attached hereto is a copy of a notice or· advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: .......... :!.~~~-~.:.r. ..... ?~ .. ? ..... ~.?..t.. .. ~.?.?..2 ........................ . .......... F..~.tu;:Y.!U'.Y. .... 2 . .t .... J.9..7.Q. ...................................... . Estate Notices The Register of WiJls has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • SCOTT, JAMES R., Dec' d. Late of Hanover Township, Washing- ton County, Penna. Executrix: Grace Marie Scott, R. D. 1 Burgettstown, Penna. 15021 Attorney: James R. Donaldson,. 614 Washington Trust Bldg., Washmg- ton, Penna. 15301 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 tl)-e)tim,e, place and charac::terE>f the ppblication are true. bLc.:}[/~'j (!! ;r;:!(f~l::_ _ __.~// ;·::~·!!'· .... -............................ -... ·~·""'··:::··· ............ i" ....... :.Eiiit~; ~ Sworn to and subscribed bef~e -me--this . .?..!~ .......... ,..day of ......... ~~.!?..!.?..~.!'.Y. ................. , 19 ... ?.9...~ ..... . ........ ~.~ .•... ~~ ........ .. Notary Public KATH~RI~E C. NICHOLAS, Notary Public Wash1~gton, Washington co., Pa. f.ly Co::1;1~!ssiJn Expires Nuvsmber 1, 1973 // ~ ~ t... )>:E )> Cll> , :r(Jl ;::.. z~ JTI Glz>CJl '-i ~ ::t :OoO::U 'z z :u • . z -u'i1!:!o Jll ~ > 0 '~-~-~:z: Cllm!;:)> -<S:er ~6 0 )>-(J) z~ 0 :;;: z .. ..., "'- I t ,, ,\ i ~~ r '• ~ ,, !1 -4 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS:' COURT DIVISION NO. 63-68-1588 ESTATE OF JAMES R. SCOTT, Deceased. ORDER PERMITTING FILING OF ACCOUNT AND DELAYING AUDIT UNTIL COMPLETim OF ADVERTISING ~· ~ 1 ~ I ~~ ~~~ f; [~ 2~ ::C ·-----( ·I :.~ :~-~ ~~ -~ :: ... ~ ~-:~;. ~- ,~ "i t :·::: CJ ---r. :·:~: ~-~ - c) :;::~ ·· 1 r""·- .::../) c .. l "' ...__, <::._ ·:"'::::: r-- J',) ~ . ...,:;, 1...-.J C":') ,., F~ ' "' " JAMES R. DONALDSON ATTORNEY AT LAW WASHINGTON TRUST BUILDING WA7N;T:c::;9Y;tAN~ I l j __ ., .L.-- • 4 IN TilE COURT OF COM.HON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN HE: RECEIPT AND REFUNDING AGREE~ffiNT I The undersigned hereby acknowledges to have received from ·~~ of the above estate, the sum of $20C0°0 on accc,unt of nly distri~'utive share in said estate, and I hereby agree to r<.~fund to the said estate all or any portion thereof vJhich may be necessary in the future to dis- charge any liabilities of th~ estate and to return the same to the personal 'te- presentative in the event that it is determined by the Orphans' Court for any reason that I am not entitled to the same. -l IN WITNESS WHEREOF, I have hereunto· set my hand and s·~al this ..Z3 !'.!£/. day of _ _____:'\v..?U~· ~?~v ___ , 19 7/ t-JITNESS: ------- "' "'-=~ .... ~ --.! • f -.;: ::rJ "" ---~-~ ::0 )> rn c: c:__ +'...,.,.,.,_ (j) (j) ~· _,_ (/) "1:'~: (/) (J) .. '*410'1,., ;;z: _, r~~ f 11 I '' ct·, rn r· '" l ... '_.....-! -I :X r-tT:......,.vf! ::=:t c) -u z -;·; =']:~ ... -·-· );l-......... C) :r:t 0 ;:u rv r 4~: -u r 0 ...(.':' :!:""-"" (}') en ., . ' i' IN THE COURT OF COMMON PLEAS· OF. WASHINGTON COUNTY, PENNSYLVANIA , ,. '· .' • ' • . "' t • ORPHANS' COURT DIVISION . ' . I l . IN RE: ) .. ESTATE OF . . (' . JAMES R. SCOTT, ) Deceased. ( RECEIPT AND REFUNDING AGREEMENT The undersigned hereby acknowledges to have received from GRACE MARIE SCOTT, Executrix of the above estate, the sum of $/O,CJOO~ on account of my distributive share in said estate, and I hereby agree to refund to the said es- tate all or any portion thereof which may be necessary in the future to discharge any liabilities of the estate and to return the same to the personal representa- tive in the event that it is determined by the Orphans' Court for any reason that I am not entitled to the same. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 16/ day of April, 1970. WITNESS: -' '. ... -. ~ t 1 .. •. ~. ',' '•- ·.4 • .. ...,,~ ~~~:i:i . J '' ,, ' . ' ' l1 . _., .. ') . '. . \ .. 0 ~,: ., f r .. ~~ -"1 ... r-·-· (/) '1.. ...... 'of' ;,. .. "' --.1 f"",) c __ ::0. ~~ ·-v ·~ -~ -'• .···.,J ....r:' •:;;t'l ~n, 1"'"30:..1""\ ~-·:l:'.!r~ f"tl t~.., ·-r.t-'1""") ·-. I , .. ...,: , Form RCC-33 t. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF .W. ... A.: ... ~ .... ~ ... ! .... ~ ... ~ .. ~ ... C? .... ~ ........................... .. IMPORTANT: This return must be completed in detail and filed in duplicate, ·with will attached, with the Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted by .the Secretary of Revenue. (Section 703 of the _ _InlJ.eritance __ !ln!f_E.~tate T~ A,ct of lQ!Jl.) IN T~ MATTER OF THE·ESTATE OF } AFFiDAVIT OF -------__ ,_!_~~.~~~~?~;,;;;;;;;;;:; ---' ----= Late of .... Hano:v.er ..... Tow.ns.hip.~ ..... W:a.s.h.J..ng.t.on.~.............. County State of ............ P,.ennsylvania. ....................................................... :.} -ss: County of .... Washington ............................. , ..... , ............................... . .... .GRACE .... MARIE ... S.C.QT.T.~ ..... now ..... G.RACE ... MAR.IE. .... S.COTT .... BAKER,. ................... . ~ of the estate of the above-named decedent being duly sworn, depose S and say s Decedent· died ... P..~.~-~~P-~1; 4,............ ..... .. (Month) (J>ay) ._ ... _ ....... , 19 .. (-~!} ..... ,{~aving a last will, copy of which is hereto attached, J other authorized representative to · Name and address of attorney or} _ .. JAMES .. R •. D.ONALDS.ON, ESQ .•. ;, ..................................................... . whom a11 correspondence should be . 614. Wash,ing~on 'I:rys~ B\lil4ing, Washington, F.~nna~ .. l5J..O.l ............................ .. mailed. . That as such i.~~~.\.\~t.i.~ ........ ., ............... deponent is familiar with the affairs of said estate and the property con- < Ex.,cu tor-Administrator) stituting the assets thereof and their fair market value. · That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of an@ther, ·or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the follow in~:- NAME AND AiinREss oF BANK oR OTHER iNsTrTuTION IN WHICH DECEDENT RENTED A SAFE n,tPOSIT BOX Mellon National Bank & Trusf Co. • --Burgettstown Office THIS SAFE DEPOSIT BOX RENTED --- IN NAME OR NAMES OF James R. Scott & Grace Marie Scott RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Wife That the contents of saJ.d safe dep(!.Si t box or boxes are itemized under Schedules of this ---return, with the exception of the following, for the reasons hereinafter set forth: That Schedule A attacned l!e·reto and made part hereof sets forth full v and in'·detail all the real property in the Commonwealth: of J>ennsylvania of which decedent died having an interest therein. It also sets forth the mortgage enc~J~~~brances upon each parcel of real property at the date of death, giving the amount still due at death, n!!-me of mortg!lgee, date, rate of interest, and book and page of record thereof. It also sets forth in the ~~olumns provided therefore the assessed valuation of each of said parcels, the estimated market valye thereof a~ of date of death of decedent. That Schedule 8 attacheq hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owneq by the deced,ent at the time of death; all moneys left. by the decedent at the time of death, whether in decedent's illl!llediate possession, standing to decedent's credit-in banks . .-~.. ~ of deposit, savings banks, trust companies, or other institutions, whether individua::..ly, or in trust for ~ ..... ·' any other person or persons giving also separately the accru~d interest thereon, ~f~any, down to the last ' . ' ' ~ ": . interest day prior to decedent's ~eath in the case of savings banks, and to the ,i}ate of decedent's death . ~ ..... ! in all other cases; all-bonds, pqstal savings; treasury certificates or notes a;td other evidence of in- debtedness of the United States' to'the decedent; all obligS.St3ns, ~hether by sil!tute or agreement they are designated as tax free, of the United States, or•any: st.Ltt,~,.~-~·r~-p~l1itical subdivision thereof, or of •. . ~·H_.... ~ / any foreign· country, which are owned at the time gf death;' all ,wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automo.biles, boats, and any and all other personal chattels of whatsoe.ver kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds ~pd mortga~es held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes 0 r other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, apd if such estimated fair market value be less than the face value, it sets forth briefly the reasons f~r such depreciation·as to each item; all moneys payable to the estate from life insurance polici-es carr:l,ed 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 (late of death, ponds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent ~t the time of death, with the market value thereof at such time. ... In the case of securities of close or family corporations, the values reported. are as far as possible substan'tiated 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 agreem~nt, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent'.s interest therein must be submitted• · It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time o·f death: The Schedule C attached hereto and made part hereof sets forth a tt:ue an~wer to each inquiry contained therein and in the case of transfers ofproperty, ·real or personal, within t~o years of decedent's death, in contemplation of decedent's death, or int~nded 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 tra11:sfers. Iri the case of transfers intended to take effect in possession or enjoyment at or after death, there is also'attached to the schedule a coJly of the deed, trust agreement or other instrument creating the trust. Thert~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at.decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint-' ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a ~opy of the in.strument 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 pature of their res- pective interests, the·ir relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the ve.stiture of real estate and the date of acquisition of personalty, plus the nam~, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;. family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary' s commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of .. . death; taxes accrued. charge.able for period prior to decedent's death (except. those. allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this .. : .... ..!. ... 4..3.. ... ~ .............. ~a/of ............ J..~.~.Y. ... , ............................. 19 .... .7..!. .. --.~~ ';{ hZJJ~L DAeu" -..:~- ,·: ~ ~ . ~:tnQto~ WatblllQ\01 '1171 :· · · ' My commission Explrel Mar. H. now ............. .B.ur.get.ts.t.own., .... P.enna ...... .l5.021.. ........................ . (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-34 (l-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BtJREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be. identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number, street and street number, together wl th a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm state number of a- cres; also sta.tement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be ·listed on Schedule "F" and must not be deducted fra·m .this schedule. Tract of land situate in Hanover Township, Washington County, Penna., on which there is erected a frame dwelling house (Selling Price) (See Deed Book;j I? P• v/ () );{~J~ v# IS',o/' .. .' "" \ --· (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH - Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. (2) (3) DEPARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write In this space) "~ ~ --., 'C' ooo _p-0 $ 15,000. 0 rU (.:;;~1 $15,000.60 ;s;ooo. {)() RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E", Inta;gible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. u. s. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate, Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, • stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate or or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. ----~-----·--------------------------------------~----~------------~--------------- Item No. ITEM List and,describe fully 3/4 T. Chevy Truck (Selling Price) /f~~ 1/3 rd interest in U. s. Savings Bond, standing in the names of Charles B. Scott and Mary Scott ,~ ¢~.-{oft.JJfi·Jfl..lo 9w"~lf · u Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. UNIT VALUE X X ESTIMATED MARKEl' VALUE DEPARTMENT VALUATION (Do not write in this space) $ 4so.oo r~~-4;; Ljso. o-o ;3. 70 $ 463.70 I RC.C-36 romrON'\K\LTH OF PENNSYLVANIA ' TIUNSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "C" TRA.NSFEilS ( 1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) no (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) _.!Jn~o!..-__ (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'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) ___ n-'-o ___ __ (a) Was th~re 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 valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from th(• property transferred? (Answer yes or no) --uD..c.;OL------- (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) no (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) no (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) ---------- NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with reiationship 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 Insert this total opposite "Transfers", Schedule "C" in the "As Reported" colunm on the last page of this return. MARKET VALUE (Estimated) n o n e DEPT. VALUATION (Dept. Only) . • : ' t .. RCC-37 (12-63) . COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT * SCHEDULE "D" --· .. "' ~ . BENEFICIARIES I BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED (If . step-children or DATE INTEREST OF State full names and addresses of aJl wh.o illegitimate children DECEDENT OF BENEFICIARY rave an interest, vested, contingent or other-are involved, set STATE YES IN ESTATE wise, in estate) forth this fact.) OR NO BIRTH GRACE MARIE SCOTT, now Wife Yes ENTIRE GRACE MARIE SCOTT BAKER '. I I I ' Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE •. Will . ~ No. ~~ Year ........... . DJ THE :\lATTER OF THE APPRAISEMENT OF THE ESTATE OF JAMES :R.~ ~(;()_'J:'J:'L .Deceased Late of . H.ano.ver .. Iown&b.ip_, ____ . County of . Wa~hington Commonwealth of Pennsylvania REPORT AND APPRAISAL . V d '. 0 0 t J 0 l D H l H S V /.'1 S lll h\ .J 0 ':F! .L S I tJ 3 H oN ! ::r ·: 1 -~-~ ~. :;; s n t1 I 0 2 ~ld 9 2 llif' I L .. g·· ~) "'f ·· J r .. --.o.tloi .,. _:J \ -~ ,. "' ,. ' ~ (Executor-Administrator must complete "As Reported" column #1.) GJ ~ '"d !:C '"I '"I Cb Cb 0 I'> '"I e. "' ::s "' "' ', "' 0 (t ::s '"d ~ I'> '"I < '"I -I'> "' 0 >< '"d '0 I'> (!) g: '"I '"I 0 ~ Cb '0 1:%1 Cb '"I "' ,... ..... '< I'> ..... (!) en c:: ~ ~ > !:C -~ en en >-<: (') (') ?"' ?"' ci tJ > : :: :: .._. .._.. .._.. ~ ~ .., ~-~ ~ 1-' :~ ..-... Yl i. ~ :\,n > • .. "' ~ :o (r\ :o ~ :o !:C..-... w 'o.g-• : . • :c, Q .._.. ;...., '--.! 0 t::' :oct c.. ~~-{[h~.Y,..Y,. ~~. -·~: -~ -~: : ~· > *' ~ ; .--~ _:,\:::)~~ • :~~ 1'-0 . -~3~ .' :· :;· ·~-·~§. a ci_- I I •,. II • J ., RCC~38-· . . COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT .. SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRVCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisition, Name! Address and Relationship of Co-Owners, and Place I of Record of Instrument, where Real Estate. l NONE EXCEPT WHAT WAS IN JOINT NAMES OF HUSBAND AND WIFE Unit Value percentage Share Estate Valuation Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION~Do not Write In This Space. Value of Value of Entire Decedent's Property Interest R C C-81 (2-64) COMMONWEALTH.QF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT GRACE MARIE SCOTT (Executor ~~~XX:IB'JQ IN YOUR REPLY PLEA8E REFER TO 37-170-5 In Re: Estate of ___ J:....:A::.=:ME=S::::...._=.:R..::..•~S.:::.C.:::.OT=T _____ _ ____ W __ A_S..:..:H~I;;;_NG __ T;;;_O..:..:N:.;__ ____ County -File No. 63-68-1588 Dear :Mrs. Scott: You are hereby notified that the original appraisement in the estate of JAMES R, SCOTT has been filed in the o4fice of the Register of Wills qf WASHINGTON County on August 2 , 19 71. Said appraisement reflects the following valuations: Real Estate ______ _..,jlL,..;S;J...., ..... oo.Lloi.I.Jol-4-• .uO.uO~---- Personal Property ______ 4~6~3u·~7u0~------ Transfers __________ ~---------------- Total ____________ ~l~5~,4~6~3~-~7~0~---- 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~2~4~,~1~9~7~1~----Signed wp,_.j~ ~ Title ALFRED TOSI, APPRAISER I DATE OF DEATH: December 4, 1968 Note: This is not a bill. RCC~39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of SCOTT (Last Name) JAMES R. (Initial) DATE OF DEATH 12-4-68 FILE NO. 63-68-1588 (First Name) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: __ A..::..:u=gu=s=--t.::...._2_4_.,'----"'1--'-9_71 __ ~d~~ iERJTANCE TAX APPRAIS~ ' 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 15,463 70 15 463 70 annuities................... $ _____ ----1---- EST ATE TAX ASSESSMENTS $ ----------L..-- FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% Tax on $ -------------4--~0 Taxon$--------------~---~ nxoo$ 1~ Tuoo$ 1~ $ ___________ -4--- $ __________ ~--- $---------~-4--- $ ___________ -4-~ $ _________ 4---- VALUE AS REAPPRAISED $ ____________ ~--- &~ptioos • Total Estate -------------1--- TOTAL TAX $------------~--- (*). As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=======l== 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 $----~----4---- Estate tax paid $ ______ ---J __ BALANCE DUE Add interest at rate of 6% from ----------~10-------- $ __________ ___J __ _ $-----------4--- 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 t No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF JA.~S R~ S.CO'I"r .... Deceased Late of . HANOVER TWP. ·--···················· ............. . County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL -l ,, ,, "I' "' -. -; .., :\. " ~· Fonn R~C-2 DATE A.~g~.~.~ ....... ?.4. .. , ...... J~.7..!.. .... .. # 1 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 17 12 7 COMMONWEALT{I OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY ....... WAS.HINGT.ON ................................. .. FILE NO ... § .. ~.:: .. §.~ .. ~.+..~ .. ~-~ ........................................ . Whereas, .......................................... J..A.~.S. ..... R .. ~ ...... $..9.9.!.!. ................................................ late of .......... HA..N.QY.~R .... TWP. .. ! .................................................. . in the County of ....................... : ...... W.AS..HING.TQN ............................................................. Commonwealth of Pennsylvania, having died on the ......................................... fo.u.r.t.h ............................. day of .............. D..~.c..~mb.~.r............................... 19 .... 6..$., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................. A.LF.RE.D. ..... T.QS..l. ....................................................... , 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 Values Made for Inheritance Tax Purpoaes $ REALTY: SEE COPY OF SCHEDULE "A" ATTACHED TO APPRAISEMENT 15,000 PO PERSONAl: SEE COPY OF SCHEDULE "B" ATTACHED TO APPRAISEMENT 463 70 total 15.463 701 ' - I -, ~ ~ I .J I - l I I - ~ . "' . I - --, . WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of J 1\~$ .. R.~ .. .$.99.1'.'1:'. Deceased. Late of .......... HANOVER ... TWP .•................................................ Date of Death, ............... 12.~.4~.6.8. ..................................... . Appraisemeilt Docket Vol., ............... 37 .............................. . Page, ........ 1.7.0~.5 ................... No ...... 6.3.~.6.8.~.15.8.8 Filed in Register's Office, 1\.l.l_g_~ ...... ~4. ........... J9 .. 7l Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal ft'om Appraisement, Entered and charged, -' -~ ~ ~· ' .• -' .. 1· f Form RC C-10 .. ,P;;. .~ .. , ~ ' .J-OFFICE OF TME REGISTER OF WILLS WASHINGTON OF---------COUNTY AND AGENT OF TME COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF . . . . . . . . . . . . $ ... DATE APPROVED ....... . Register of Wills, Age~t ESTATE OF _J::..AME==S_;;;:R::..·~S::..C::..O..;;;:T..;;;:T ______ L.ATE oF Hanover Township DATE OF FILING APPRAISEMENT ----------DAT!i OF DEATH December 4, 1968 / DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHEIII: 1 9 6 8 Letters and 0 Short ---12 18 Russell Marino, Register Certificates 14 00 12 20 Russell Marino, Register 1 Short Certificate q 1 00 .!1~ 1;1 1 15 Edith L. Dague Notary 1 00 2 6 Oil Citv Hosoital Hospital Records 1 50 6 10 Edith L. Dague Notary 1 00 10 20 Bar Association Xerox Copies 1 50 1 15 Washington County Reports Advertising Letters 14 00 per Decree at No. James R. Donaldson Attornev's Fee 279 Nov.T •• l969 5 500 00 James R. Donaldson Attorney's Fee 800 00 Russell Marino, Register Filing Account 17 00 .!22. ~ 12 17 lee Funeral Home Funeral & Ooenin£ Grave 1 380 00 Tionesta Volunteer Fire Dept. Ambulance 25 00 Grace Marie Scott Family Exemption 1,000 00 12 18 General Motors Acceptance Corp. Settlement of Account 250 00 12 18 Carl Sabatasse Grocery Bill 239 27 12 18 J. & J. Mobil Service Bill 207 61 12 18 Sears Roebuck Bal. Bill 500 00 6 30 Kurtz Monument Co. Marker 110 00 12 20 Amile Pharmacy Drug Bill 107 21 12 26 Mellon National Bank & Tr. Co. Note 1.046 72 .! ~1!.. ~ 9 James R. Donaldson Fee & Costs in Mary c. Scott 360 25 Estate, No. 284 of 1964 1 9 James R. Donaldson ~:~a~eco~~s ~~'ic~~rt~~4B. Scott fiOR 7Q 1 9 7 ~ ., --- n 27 Observer Publishing Company Advertising Letters 14 00 T 0 TAL -------12,199 85 Carr'd. For'd. ~~} ~OOEXXD~~-se: G IS A JUST AND TRU E ACMINiliTR ION SUBMITTED TO THE ESTATE INHERITANdE ' Form RCC·lO DEDUCTIONS ALLO~~ ;f!J~t~ i THE SUM OF ............ $ .............................................. . '. OFFICE OF TME t STATEMENT OF DEBTS REGISTER OF WILLS AND DEDUCTIONS OF--~-------COUNTY AND AGENT OF THE COMMONWEALTH EST~TE oF JAMES R. SCOTT (Con' t.) LATE OF--------------------------- DATE OF FILING APPRAISEMENT ------------DAT5 OF DEATH ------------------ DATE NO. OF VOUCH"IIt NAME OF PAYEE Observer Publishin Re ister COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON I, JAMES R. DONALDSON REMARKS AMOUNT BROUGHT FORWARD 12,199 Stamps on Sale of Real Est~te 300 Pro-rata share of 1969 Taxes Advertising 14 Petition & Copy of Order 3 Notary TOTAL HEREBY CERTIFY. THAT. TO THE BE•r OF lillY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITrED TO THE ESTATE OF _ __..!Ai~~ll.&.-""~~I...---..,~------ INHERITANCE TAX PUI1P08£S. SWORN AND SUBSCRIBED BEFORE ~E THIS 14th DAY OfF ~em'£ d«N,d' ~I .EDITH L. DAGUE, Notary i'uh:ic Washington, Washington County, Pa. My Commission Expires Mar. 26, 1978 85 00 00 00 25 I J