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HomeMy WebLinkAboutOC1969-0004 - ESTATE OF MORTON-.r ~ ~n t4~ Qtnurt nf Qtnmntnn Jl~ns nf llnsqingtnu Qtnunty, Jrnnsylunnin, ®rp4nns' Qtnurt fainisinn ESTATE OF No·---~6~3--6~9.L;..-.;.J:.4t:--------- A. Grant Morton, a/k/a Grant Morton, a/k/a Albert Grant In the matter of the First and Final Morton, a/k/a Albert G. Morton, Account of __ ....::G::..:e=..;o""'. r..._.g~e,._nO;Ae...__Y_..... _.....M...,.o ..... r_..t..,..o .... n"'fs- Executrix. Deceased., ADJUDICATION AND DECREE And now September · (/' , 19...b.S-, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the ba1ance for distribution in the hands of the Accountant is determined to be $ 6,360, 7B 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.:l-------------- Atttomey _____ --=S~h:.::e~r..::m::.:;a~.n:....:H~.a....:S:::.l=.;' e~g;a,e~l ______ _ Georgene Y. Morton, widow, residue, including cash and the following assets held in kind and distributed as such a.t the appraised value: 62 shares Gulf Oil Corp. common stock 20 shares Union Carbide Corp. common stock 30 shares Duquesne Light Co. common stock 15 shAres Metropolitan Edison Co, 3.90 cum. pfd. stock 6 shRres Granby Mining Co. common stock 4 shares Republic Corp. common stock 2 shares Republic Corp. pfd. stock 2 pocket watches at $5.00 each 20,00 6340.78 6,340.78 No ba.la.nce ', ' .. ·. ~ ........ e.-~~-. -~-,.. ·, ,. I l ·' 'c· I, r . ~ . • .L '' I'. _r ) J , I ST If~\ .:10 W' ~"18 01 liJ'"'~lj_ ·> 3U ·\· . · 'Sfl~ e; £ Hd§fr d38 6961 -· 4-\ -~ -fl -J -·;:: -... -:J ~ ~-,, ·'· ~"" ~ ~ ~ ~ ~- (' . -·. ": t - . ·) - ) '· _(· ') (' . • j" ' 0 ... fE ~ 0 ... ) ' ) r t ( \ \ > n ~ s ... :rt c CD a 3 0 ~ ... ... 0 ... .... :r CD r .· I . z p ' \ .· r 'lJ J (i' . ' C!lnmmnnmtalt4 nf J.ennsylmtttia, ·} u. Jll!hm~iugtnn <!tnuuty. . KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid on the 2nd. day of January A. D. 19 69 , 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 A. Grant Morton, Etc. late of City of Washington in the County. aforesaid, deceased, I (a true copy whereof is to these presents annexed),, was duly admitted. to probate; and ·Georgene Y. Morton rix the Execum 111 said Will and Testament named, h~ving appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Georgene Y. Morton committing unto ' Her the administration of all and singU'lar the goods and chattels, 1rights and credits, which were of said deceased, and requiring Her to exhib~t 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 ~nheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this 2nd. day of January m the year of our Lord one thousand nine hundred and Sixty Nine Register '· J ~ es ;... ~ =· ~: S' u. O! ~ 0 .Pi ..... UJ r-.i tsl" 1-Ol ~ <( ~! a 1-en -+'! UJ S::l tsl ajl ;... r-.: ~ ~i ..... . c ..... ~ .: ~ ~I ! , -... : . -~ 69CT-Will and Testament Henry Hall, Printer, Indiana, Pa. 3J t a ·.. ' of er-~,.._,.·Vl. --<-'>'7 County of' . . and State of (5'].-......~L."""-"''--+'" being of sound n~ind, m 7nory ctJncl unclerstctJnding·, do m.alce a.nd u.blish this my last Will ancl1'estwnent, hereby revolc~ng· ctJnrl rnalcing' i:oicl all forn~er W'ills by me at any time heretofore n~ade. .. i ·-i ·--:.:·~ -~ .. . -r j / · ...... . { I ·,.'f::.. ~; • •: ·. ,/ ~·) / . . ':'-..... ( '- I ;revoke any other wil.l My latest Will ;..·_,_ '-· Dec. 26, 1967 ~ redated A. Grant Morton I . \ : . ... ,... / / .: ~_..::_:·/?c..( ._. / I / ' . / / ( {: . ~l-'· .l . ~-:.-----i ; . ./ , ··~. ~· .. ·t._ \.~ .•. C .. ·-... !_ -.: .. , .j :~ ., ~-Affillauit ®f iExrrutnr ®r A~ministratnr t;tatr nf Jrnnagluania. ~ lUI: C!J.nunty nf Baalfingtnn Personally before me, the undersigned authority, a ....... ~9..~.~;.-¥. .... ~~e.!..~.9. ............................. in and for said County and State, appeared ........ 9..~?.:'7..<I~.~~ ..... ~.~ ..... ~.?.E.~9.~ ................................................................. who, being duly sworn according· to law, deJ?.OSes and says that she is the executor~~&li~X~of the estate of A. Grant Morton a;k/a· Grant Morton . . A'l'b'e!'I't""Gra:n·t""MOrt·on ..... & .. "1\:1'b'e:tt""G"~""'MOr~ffila:ed, that the foregomg schedules constitute a complete inventory and appraisement of the real and personal estate of...A ....... GJ:an.t ... Mor.to.o. ................... ,. deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor ~KOOK~ · l /.~~---~~~~t~z~ Sworn and subscribed before me this . .' ... l.§.t.h.: ... ---~~ .. : .. ~:;~: ..... J:ul¥-............... ;c] 9.Cr,.:~· __ T_.l .. lf. ... . .Q.ACC;, ... il~ .......................... .. ,, MARGARET BAllS, Not -Pub1ic ADDITIONAL INSTRUCTIONS Wfi!IHIN::JTON, WASHINGTO . PA My Commli!f,on fAHr~\rft~HS~n .2¥,1-Y~hbe filed within t~ree ~on.ths ~fter appointi?ent of person~l. representative. 2. !\.supplemental 'Inventory must be filed withm thirty days of discovery of additional assets. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2 lluneutnry aub "p.praisrmeut of the goods and chattels, rights and' credits which were of ......... ~.~ ..... ~E.~~.~ .... ~.9.E.~9.~ .................... : ................. Jate of ........ gA~Y.: ... 9..~ .... ~~.§.hJE.g.~9.~ ............................ . Washington County, Pa., taken and made in conformity with the above affidavit. PERSONALTY: Checking Accpunt ~ Pittsburgh National Bank (W~shington office)· Pittsburgh National Bank, Trust Dept. -Agency Account: 62 shares Gulf Oil Corp·. common stk. at 42 ."6 87 5 20 shares Union Carbide Corp. common stk. at 46.1875 30 shares --..g~quesne Light Co. common stk •. at 31.75 15 shares Metropolitan Edison Co. 3.90 cum .. pfd. stk. a:t 62.75 1966 Chevrol~t Belair 2 door Sedan 6 shares Granby Mining Co. common stock at 33.25 4 shares Republic Corp. common stock at· 71.9375· 2 shares Repctblic Corp. pfd. stock at 15.13 · Dividend check-Granby Mining Co., Ltd. dated 12/13/68 Dividend check -Equitable Life Assurance Society dated Nov. '26, 1968 Pen;:don check -Commonwealth of Pa. School Re.tirement Fund 2 old pocket watches at $5.00 each Total REALTY: NONE DOLLARS CENTS 4809 13 2646. 62 923. 75 952 50 941 25 900 00 199 50 287 75 30 26 1 62 •. "• 16 ·-. 47 304 40 .. ·10. ·00 ~2023 25 "'-· " ~.3-~t· i :230-~ Inventory and Appraisement '· •' -~: {N THE EST ATE OF 1 ::::t: A. GRJ\NT MORTON a/k/a GRZ\NT MORTON. ALBERT GRANT MORTON,and ALBERT G. MORTON-< .· Filed ......... .J.:g.±Y. ..................... : ................ ~ .... , 19 ..... §.~ ·'0 =~; ~~~f} . en u::> ~ ~::;u;o C--r~ l>fT'I'e: c::::: ~ (/) 0. e:.n .--f11 :;;::(.('1~ -~.....;fTl co G z:.r-1 .. _,__,.,-' 0::0F ~ =1 .. • -o. Go..,... -~ !1 t: _.,. __,.. 0::;::::;:.:~ !-....)> "'· 0 _ _..., :vr:~ e-M ~lfJ .. SHERMAN H. SIEGEL, ESQ. 215 Washington Trust Bldg. Washington, Pennsylvania 15301 ~9 DJG-r.ao-p~ d.ll :'t· "" r N ~ wrs ~'»· / '' ,. I ' ,.. --· ~ ... --· u . FIRST AND FTNAL. ACCOUNT of GEORGENE Y. MORTON, Executrix of the Estate of A. Grant Morton a/k/a Grant Morton, Albert Grant Morton and Albert G. Morton, lat resident of the City of Washington, Washington County, Pennsylvania. THE ACCOUNTANT CHARGES HERSELF AS FOLLOWS: Inventory and Appraisement: PERSONALTY . $12,023.25 REALTY NONE Additional Income: Pittsburgh National Bank -dividends Granby Mining·Co. -dividends TOTAL DEBITS TOTAL CREDITS BALANCE 12,023.25 101.43 .. "3".24 12,127.92 s-, B3s-. ·a-a 6.,492.04 THE ACCOUNTANT CLAIMS CREDITS AS FOLLOWS: . 1968 Nov. 22 Mary Trifaro Nurse 60.00 27 Frances Arbuckle Nurse 60.00 Kath~rine VanVoorhis Nurse 60.00 Rev. Robert Halstrom Officiate at funeral 20.00 Dec. 10 Piatt Funeral Home Funeral expense 1557.30 1969 20 Ambulance Chair. & Service .Airibulance service 20.00 Washington Hospital Bal. hospital services 74.75 Observer Pub.-Co. Advertisement-sale car 7.10 Washington County Motor Club Car title transfer to Buyer 4.00 8.50 Roy Jones Car inspection Drs. Tripoli & Salvitti Medical services Internal Revenue Service-Bal. 1~68 Income tax 31.60 318.13 James Auld Prepare Income Tax Return 20.00 Claysville Recorder Notice 1.10 Equitable Life Repayment dividend 16.47 Dr. R. R. Harcom Medical services 32.00 Malcolm L. Morgan Personal Prop. tax .93 Georgene Y. Morton Telephone tolls & exp. 4.55 Harry Cook, City Treas. 1969 School tax-residence 142.38 . ~ '-./ ...;;.::_ .. " ... ;. -.:-.. ...... ' . 1969 --Harry Cook, City Treas. 1969_City tax-residence 108.78 Malcolm L. Morgan County tax 50.70 Tax Collector-Ingram Borough 1969 Borough taxes 150-162 ·Ingram Avenue 135.74 Tax Collector-Ingram Borough 1969 School taxes 150-162 Ingram Avenue 314.35 County Treas.-All~gheny Co. 1969 County taxes 150-162 Ingram Avenue 116.00 Georgene Y. Morton Family exemption 1000.00 , Observer Pub. Co. Advt. grant letters 14.00 . Sherman H . Siegel Reimbursement for: l 19:68 Dec. 30 Reg. of Wills Probate costs $20.50 . 19'69 !4.50 Jan. 7 Wash. Co. Reps. Advt. letters· · 14·.·oo 1 Margaret Bails· Notary fees 5.00 Sherman H. Siegel Counsel fees 1000.00 ·Russell Marino, Reg. Filing Inv. and Account · · 19·.·oo Total $5236.88 Feb. 24 Russell Marino, Ageht: I a/c Inheritance tax $420.00 Less 5% discount .. '21.:00 · · · 399·. ·oo . $5635.88 ' ' ,, ~ ' ' ~ . ,. I • . I . . .. ' .. i I . . . . . I I .)' if Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Ad-vertising Act of 16 May, 1929, P. L. 1784, 111s amended. Commonwealth of P.ennsylvania., Cou!ltY of Washington, SS: .........•.. Personally appear·ed before me, a Notary Public in and for said County and State, ... )~J:.~.h~.r.~L.~ ........ .G9.W.~.Jl ................. , who beinig duly S>worn according to law, deposes and says that he is the ... S..e.cr.e.t.ar.y. ............. . of the Observer Publishing Company, a Pennsylvania 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•pap•e.r of general ci-rculation, printed and published and having its place of busines·s at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and published continuous•ly for more than six months• prior to the publication of the notice hereto attached; th1l!t the printed notice or advertisement hereto attached is a copy of an official advertisement, of.ficial notice, legal notice or legal adve:rtisement, exactly as printed or published in the Observer-Reporter in its regul81r editions on the following date or dates; ........................................... . ................................ J.anua.r.y. .... 8.,. .... 15. ... and ... 22 ....... 19.6.9 ........... : ............... . 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 allega- !~~!. thm o!fidavU "' to the tf~~),=~~tioo r- ., J \ t A ~ •• ExEcufRixrs NOTICE " , ESTATE,OF~A .Gr,aqt~!-4orton .aJ.k/a Grant Morton,.'Alb!!r_t Gral)t .. f"'orton ans:l Albert G. -Mortori, deceased late of 'City of W ashir.gton, . Washington County,. Penna. · · !:.etters · Testamentary upon the abo.ve· .estate ha.ving been ·grantedj to' the undersigned, notice is hereby0 gi.vet., to those indebted thereto ' to 1 make ''immediate payment" and to those 'ha.ving claims or, demands to present them for settlement. · • Georgene Y. Morton •il!fo!~J·•~:J.~"" ., 248 North Franklin. StJ!t,.;>\: .. Washmg:tor., Penna. . .. "' l . Executrix. . ., •. ;.. ·. Sherman H. Siegel, Esq: • 215 Washington ;Trust-Bid~. J .,Washington, 1P~nna . ' , 69006·Wed.·3T . ,.,. . ·~ subscrib~;~ore me this .. .?..? ... day of ..... .J.~.U.~.~XY .... 1969 e;r~~:r:~:!:~~,; Sworn to and w. 26'782 WASHif~GTON, WASHINGTON COUNTY MY COMMISSION EXPIIIES MAY 6. 1972 Washington County Reports 63 SOUTH MAIN STREET 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) STATR OF PENNSYLVANIA ( SS. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, publis'hed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in t'his behalf; that the said WASHINGTON 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: ···-·····Janua.qc-.9li ... 1.6.,. .. .23.,. ... ~9.c9 .......... . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said no~·ce r advertising nd that all of the allegations of this a~~s t~, thiJtime, pia an chafict?' ofjl'e pt'bli.cation ar~e. f:;:/10J()_'i!J . /___.v[/[v~ _.--::...--'-----.......... .!.. ................................................................................. . --1-. . ----Editor Swor to and subscribed before me this-~ .. .• . . ---------~ . 'l.o-~.._;;(',f:"'\·,· .. ;( . .{!' • .).• ::::~:K~::=~~~::::::::~ .. ·:::::· -1~6 .. 9. ... /N, tary P!lblic KATHERINE C. YARD, Notarv..-ublic Washington, Washington o., Pa. J,ly Commission Expires November 1, 1969 ·. Estate Notices t,... • Th~ Register of Wills has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present t'hem for settlement to the Executors or Admin- istrators or their Attorneys . • • • • • • • • • • • • • • • • • MORTON. GRANT A. a/k/a GRANT MORTON. ALBERT GRANT MOR-TON AND ALBERT G. MORTON, Dec' d. Late of City of Washinngton Wash-ington County, Penna. ' Executrix: Georgene Y. Morton 248 N. Franklin St., Washington, Pa. Attorney: Sherman H. Siegel, Esq., 215 Washington Trust Bldg., Wash-ington, Penna. STATE Of PENNSYLVANIA, ·WASHINGTON COUNTY, .•' The within named Accountant being duly sworn according to law, depose sand say Sthat the above account , as stated is true and correct as ........ ~~-~-----------------------···· verily believe. Sworn and subscribed before me this ...... l9.tb.. ...... . July. 69· • do~~~Publ~::: • WASHINGTON~~HNGTON CO .. PA •. My Commission-ExpJres February 27, 1971 Wa•shington ~ounty, ss: z 0 E-i I do certify that I have given legal notice ·ro all persons concerned of the filing of the within account in the. manner prescribed by Statute and Rule of Court, as evidenced by proofs thereof filed to No .. ,3:~-~-7.-:4?._Q9. ......... .. ... p:: zo doyo:•tn~9ii~l~:~:::: • ;r • · ·-~>~ll 1 • '' "" i·H•·~·'·""'" , Register of Wi lis . '. : ~·· . . ·-··o-::E:· E-i ~ . ~ t!) ~ H .... •r-1: 0 H: E-i ~ ..... +li >:l = ;::l: p:::j 0 Ui t.l '1' t ...., ...., '" >:l r· 0~ '· = ol ·r i L 0 ..... ~·· 0 r>:l >:l . p::; = -· Q) 0 C!) ~ ~ ""' 0 Jj:1 ,,E-< ·:..:t: E-< rn ~ 4 t!) ro ~ ......... ~ ~ -.......a ro ~ z a 0 :a: E-i ~~ t.l Q); < ~= r>:~j -.j S::i o: +li r-li H; ro: o: S::i ::E:! -.-!! ~: \ri\ ,.<l H t.l ..... 8 t.l 34. 0 < 9 69 JUL 18 PH 12 1 ..... '" tl) 0 r£1 .... ;... Q) ~ RU&S.ELL h'li\RINO, . H a~. N r>:l ..... ..... t . . I ' t!) <!1; :::c. REGISTER OF WILLS~ \i r>:l . ~~ t' .. '" , . I o .,· I .'I. to !,t ·-~ H •• .. :: .. \;¥i~~~~IN;liGtT;qN, Qq.ll ~·~;, tl) -,..,-. ~l I i ~\ l 0 z .r:t ::E:~ E-it!J z ; ~-~ t!Jr:Ll ·p:::j . ~ ~ rol s::: ~ +Ji ·~ 1-i ·H ~ •: ~: \ a>i s::: Q); trl 0 Q) ..... ,.<l Hi o: a>: t!Jj ~ ..... oo-:· >:l.....o. 'tj ' >:l ' < ~ ::r: z ~: r>:l '" ::r: 0 tl) ..... :.....,_ '. " ~ ,/ ~~-~ ~ '0 ~ r ~ ~,; L,); ....... ¥ ~ 0 ' . ...,.. .. ..• -~~ .,. . \, ;/ "", ... ~ ~------------------~ ·'I ' /',, ... -,.· •-' ~· '· proper distributionv1 ,·;· .. ::·.f v i ·-'-:..' ·--l J_ " .4, .i .. .~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. (ORPHANS' COURT DIVISION) IN RE: ESTATE OF A. GRANT MORTON a/k/a GRANT MORTON a/k/a ALBERT GRANT MORTON and ALBERT G. MORTON, Deceased ) NO. 63-69-4 . PAY· TRANSCRU>T The undersigned hereby acknowledge to have received of Georgene Y. Morton, Executrix of the Estate of A. Grant Morton a/k/a Grant Morton a/k/a Albert Grant Morton and Albert G. Morton, deceased, payment in full, in accordance with. Schedule of Distribution· of the Court dated September 11, 1969. Russell Marino, Clerk, costs Georgene Y. Morton, widow, $ 20.00 residue 6340.78 t ~t~ ;. f ,. )'; / •' f \ THE OF .WASHINGTON COUNTY, PENNA. (ORPHANS t COURT DIV. l NO. 63-69-4 IN RE: . ESTATE O:F A. GRANT MORTON a/k/a GRANT MORTON a/k/a ~LBERT GRANT MORTON a/k/a ALBERT G. MORTON, deceased PAY .~ 1;!:!:;,;·§ ..,;c . 4~ ")I ~-;;,;;·!,.? c~J fl':'J f1'J ?1' •iii p,;,· ~ ~ ~@,. .;; .=i:J ~ ~-~-~ -~---.~ ~ .,;ri-"""' .,.,. ~-,.,.. ~- _. • _{I) e -~ ' . ·""' -m-----. .,_. .. . -' -~ . ~ ~ .·~.~ ~-;.< ""tJ ~-- ::r: ~ -- .. ,"" ·4ol't SHERMAN H. SIEGEL ATTORNEY AT LAW WASHINGTON, PENNSYLVANIA WASHINGTON TRUST BUILDINC ~r t4r ~rp4an.6' C!tnurt · nf .lfa.a4ingtnn C!tnunty . - In the matter of the Audit of Account in Estate of A G~N'r MORTON a/k/a GRANT ·MORTON;. ALBERT_GRANT MORTON· and ALBERT G. MORTON,. deceased TO THE AUDITING JUDGE: Enter ___ :_m-=y ______ .appearance for ____ '"'"TA_c:-c_o_u_n_t_a_n_t_--'-'------'-----:--------- _.l_o __ day of. ___ s_e-=p'-t.:'-e_mb __ e_r ____ , 19~ N. B.-Counsel shall, by separate paper, present· a concise statement· of each claim, with supporting calculation of any interest claimed. Objections · to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state· . . ment in that regard. ,_ •?""-'' ' .-£: :}.::··:?:·,· :·· .:·· " ' :r. . ,I o-. ·:,;· •• " ::--.: .:~·-)· · .. (;; ,!..J'- ,, No. 63-6,9-4 x.~xxx~~~k. · In re Audit of Account in Estate of A. GRAN.T MORTON a/k/a GRANT MORTON, ALBERT GRANT MORTON and ALBERT G. MORTON, deceased AUDIT Jrnrripr fnr .Apprarnurr FOR GEORGENE Y. MORTON, Executrix ----~---.~ ·-\ SHERMAN .H. STEGE;L,. ESQU;I:RE Attorney ·~;-.... 9 ~~. -... ·- .,ETITION SU.R AUDIT. 0 • /'" Testate Form V . i .) IN THE ORPHANS' COURT OF WASHINGTON· COUNTY· "' Estate of . ." .. ·.~-~--.§~-~-}~~Qg~Q~---~~~~~---~~~-~--~Q;RTON' .No ..... ----~-~-::§.~::-~---····-----------------·-------------~---A A. ALBER'l' ... GMNl' ... MQR'r.QN .. a.ml .. AL~E.Rr: .. G .•... MQR~ON Fiduciary ...... .G~9-~9-~n.E? ... X., ... MQX'.t9.Q.£ ............. . ~-~~5;.U:t;:..r.i.~ ......... : ............... : ..... ~---~---········---------·--· Deceased Date of . . . . . . Date' of Decedenf s, death.;: ...... ".N .9.Y~.IJ!P..E?.~ .. -~:?~, ... J ~-~-~-: __ , _ _.,_ __ · __ G~ant. of L~ers.. .. -.. !I~~-~~-~Y .. }.r...1.~-~-~----................... . Th··. ·. th . Fi~~t:·. and. Final ·: . · . . .. · . . f'l d · h' . IS IS e.: ............................................................................ account 1 e ·m t IS estate If there bave been· former a~cou~ts filed in this estate, list file ~umber or number and term .................................. .. . ' . None· .................................................... :-.. ,; __ ~.; .... · .... :-~:----------------------------------------------------·--··--------------------------------------------·------·-------·-----·--------------········· Election to take NONE Date Election · Place of; XOOMM'XOC~M~K. (cross out one) Filed ......... -----------------------.. Record . ----------........ : ........ :·. · Name· of surviving spouse ........ G.E?.Q;t;'_g~!l~ ... ¥..! .. : ~9~:1;-.<;?~-----·--------~-__________ ... _____ ... ___ . ____ . __ . ________ , ... ___________ ..... ____ ;· .... __ ... List. issue, where material: -. •''t -~o issue bid decedent marry after execution of will? (indicate) ~-No. Any children born after execution of will? (indicate) - ~XS-·No. If. answer yes, name them .................. --~---............................ __ . _____ ... :------........ ---~--...... __ : _____ ... _ .... ______ ............. __ .... . ! .................................... ;~ .... ------------------------------------······--------------------------·--------------------·-·······-------------------········-----------··--.......................................... . Leg.atees Relationship Georgene Y. Morton Wife List, if exceptions to above: Adeemed: Revoked: No e~ceptions If partial intestacy, give facts: None Interest All ·r,,.·',_. ..... '·,..., Lapsed: . . Fiduciary, if deceased .or not sui juris . Abated: Give Cause: ·Notice to interes~ed 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 aljdit? Yes. ~ · . · l·f· · · . No excentions ·. : . any exc~pt1o.n ~1ye. ca_!JSe ..... ,., ...... 7 ....... J> ..................... .. File copy of Notice . . · .. : · · · · · ·· . · and date of mailing, .. .<?.2J?.¥. ... '?.~ ... ~.<?.~~.?.~ .. ;~.~-~-~-~~-~~~ .. ~.':l::~.~~;.-,~:':l.~~-~~---~.~-! .... ~~-?.?. ... ?:;,~~~-~~,?. ... ~~~,~;.c;> · Is estate subject to the filing of a Federal Estate Tax Return? ......... :~~-~-~---··········"··'···'···":_,:,_: ___ ,_, ______ : .. : ... :.: .... :::L .. : Actual payment made on Pe~nsylvania Tr~nsfer Inheritance Tax. AmoJnt $ .. 3.~-~_,_Q_Q ____ (.$J~_Q_ .... _Q_Q ___ l.g_$.S ... 5.~--- discount} paid Feb. 24, 1969. . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant.. .................. .. NONE. 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 f ~ 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 o-F any other facts deemed necessary for the preparation of the adjudicati9n: NONE Balance for distribution per account, Itemize any ·additional debits not shown by acccunt: $--~-~-~-?.:.Q.~---·············· Total additional debits (Add) $ ................................... . None· Itemize any additional credits not shown by account: Kurtz Monument Co. -marker Washington County Personal Property Dept •. 127.00 '4' •. 26 131.26 .. .. . \ -· Total additional credits (Subhact) $ ................................... . t•lonce for distrib•H•_• . _ • · . _ . $ .... 6..~-~_Q_,_z_s_ --------------~a lance for d1stnbut1o~ IS not 1n cash, l1st each 1tem held in kind, giving appraised Value (or distributio~Walue); 62 shares Gulf Oil Corp .• common stock. ~2-;V&7·5 $2646 62 20 shares Union Carbide· Corp. common stock a.:t-4-6-;-i-87•5. 923 75 30 shares. Duquesne Light Co. common stock 'at~S"J.-:-7-5...., 952 50 15 shares. Metropolitan Edison Cb·. 3.90 cum. pfd. stock .. a-'E-."'~~ 941~ 5 6 shar.es Granby Mining Co. common stock ~2·5-· 199. · 0 4 shares Republic Corp .• common stock a<t::--7'i~3·~·5 287. 5 2 shares ·Republic Corp. pfd. stock .. a-t...,_l<-5-:-J.-'3-3 0. ' 6 2 pocket watches at $5.00 each 10(00 f.·., ~~\ .. ·,. ) ,. If ·F ·1 E · , · 1 · d b p · · · ·. 1 f R d· Familv· exemption claimed in First andaFln:im,Kg~~~~tmefiTede.tltlon, g1ve pace o ecor ................... .L .......................•....................................... If Family Exemption is claimed at audit, give. name, relationship and basis for Claim: .................................... , .......... . List any advancement or distributio11 on account that'has been made, and nature and amount of same: None. 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: After payment. of audit costs and balance of inheritance taxes, if any, the balance·awarded tq accountant in kind~ COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly .......... sw.arn ......... ." ...... doth depose and soy that the facts set forth in the foregoing petition are true · 'h b f her to t e est o ................................ knowledge and belief . ................. S:s.Y.arn ................... to and subscribed before me this.j~.d f.. ...... $.~P.t:~.~.E?..~~--------19 .. ~.~~: ' . Q '(} J Signature of' Officer .. J .~ ............. -~-~ Title of ?fficer.: ......... ~ ...... iYifinGl~~ ··fiAfi:S~--No1"&Yy"fui:iH.;··\·· · • • . ·• . WASiilN~~N· w~~.,., .. ··~N co .. PA: Off1ce exp1 res:· ...... "::.· ......... " ..................... · ..... -;;;." ........ .,:-..:.'l-:!.·•· · · . . · IV11 \JUIIII111:>:iiiJII I:XfJIII:::. I"I:.!JIUuly t.l, l;J/.i. And your petitioner will ever pray, etc. !"' ................. •!• ........................................ ~ ....... '!' •'!' ................ ~· ...................................... . ,Y' &' ~- . , '• No. . ........... 9.~.:-.§~.::~--------······················A.A. Estate of .... '/),~----GAANA.: .. MQR'l:QN .. 9-/~/9 ... GRANT . MORTON, ALBERT GRANT MORTON and ALBERT. G. MORTON,,., ' · ., Deceased F,iduciary ..... ~~Q~§.~!':J-~ .. J. .•.. · .. ~Q_g?;QN.r ....... . . EK~QJJ.tr.iK~ .... : ........................................... .. PETITION SUR AUDIT FROM WH~RE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the followil)g, 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 2. 3. 4 . 5. 6. 7. 8. 9. 10. case. Copy of order appointing Guardian ad litem, if pertinent. Copy of Order appointing Trustee ad litem, if pertinent. Proof of service of above. Letters Testamentary or Administration C. T. A. or an attest copy of Will. Copy of inventory and appraisement. · Proof of aqvertisement of grant of lette~s ff not filed with account. Certificate of liens in case any bf the funds for distribution. are from judicial sale of real estate. Signed arid itemi.zed eiections if any distribution in kind. Copy of Federal Estate Tax return if es- tate is subject the_reto. ___ §g_~~---~-~----f?.!:~-~~k-'----~§_Q_~-~-~---·--·· Attorney ~2 , "' • ~tf . .) • SHERMAN H. SIEGEL ATTORNEY AT LAW WASHING~ON, PENNSYLVANIA WASHINGTON .TRUST BUILDING IN THE ORPHANS' COURJ'· OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ) ESTATE OF A. GRANT MORTON a/k/a GRANT ) MORTON, ALBERT GRANT MORTON and ALBERT G. MORTON, deceasdd 63-69-4 To Mrs. Georgene Y. Morton ) 248 N. Franklin St. Washington, Pennsylvania NOTICE OF FILING ACCOUNT No. ~xxxjtxx~x~K}(X. AND AUDIT PLEASE TAKE. NOTICE that the Account of Georgene y. Morton, Executrix of the .above captioned Estate, has been filed in the Offic'e of the Register of Wills of Washington County, Pa., at the above Number, and that the same will be. called for audit before the Orphans 1 · Court at Washington, Pa., at the ·Session of said Court beginning. Wednesday · Sept. 10, 1969 at 10:00 0 r clock A.M. , at which time and place ' you may appear and be heard, if you so desire. ·:Dated at Washington, Pa., August 18, 1969 • SHERMAN H. SIEGEL, Attorney for _Accountant. . P. S. ··Copy of· First arid Fihal. Account. is enclosed herewith. Audi't notice and copy of First and Final Account mailed August 1·8, .1~9 6 9: ·Mrs. Georgene Y. Morton 248 North Franklin st., Washington, Pa. I ., : ..... Form RCc-33 ·COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ' RESIDENT DECEDENT COUNTY OF WASHINGTON IMPORTANT: This return must be completed in detail and filed in duplicate,· with will attached, with the· Register of Wills of the C.ounty 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 __ Inl)erit{l.nce __ ~n!i.E.t?t~te_._';l;'B,!C A.ct of lQ!Jl.) IN THE MATTER OF THE-ESTATE OF t . A •. Grant Morton. a/k/a Grant Morton, . AFFIDAVIT oF . Al:bert .... ·G:t:·anti·stl?tuif2~"Jrii~Jne·rt ..... G .. ; ... · .. Mo·r·to Ei~X Executrix Late of ..... ~ .. ~-!-Y ...... 9..~ ...... ~.~-~.h.!:J:J:.9:,!:.9.!?: .. t ......................................... ~ D~KX State of .... P .. e.nns.ylv.ani.a ........................................ , ............... } . . ss: County of ............ washi.ng.ton ................................................ -. ...................................................................................... G..~.9.E.9.~.~-~ ...... X .. ! ....... :M9..:r.:.:t::9..~ ................................................................................................................................... .. Executor of the estate of the above-named decedent being duly sworn, depose s and say s : Decedent.dJed ....... : ............................ J:'!9.yM:~-~-~ ...................... 1i:;·)"""""'"' 19.(.~~) ..... ,-G;;;~~~aving a last will, copy of which is hereto attached._} Sherman H. Siegel, Esquire N~me and address of attorney or} other authorized representative to whom all correspondence should be. mai'led. .... 2rs ..... W'as'hi'rig't::on:· ·ifirus'f""'i3IC:fg-·~-................... · .......................................................................................................... . · ·Washington,.·· Pennsylvania· · "15'30·1·· Th t h Executrix d · t · f ·.1· 'th th ff · f 'd t t d th rt · a as sue ...................................................... eponen IS am1 1ar w1 e a airs o sa1 es a e an e prope y con- <J·:x.,r.utor-Administratorl 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, ~ly with, or as agent or deputy of another, or in decedent's individual name; with right of access by another a; age~ or deputy, with the exception of ·the following:- . . . . . . THIS SAFE DEPOSiT BOX RENTED RELATIONSHIP OF JOINT NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO_D~C~DENT r .1. 1:.1:.sour9n 1\1 a 1:1ona1. tlanK A Grant and Georaene Wash1ngton Office -Y. Morton t.ri -F p TAT:oc::.h i nat-nn PPnn<:!ul~ .. ~ .... ~.., J .... That the contents of said safe deposit box or boxes are itemized under Schedules of this ---creturn, ·with the exception of the 1'ollow:l,ng, for the reasons hereinafter set forth: That Schedule A attached 1'\ereto and made part hereof sets forth full v and in'·detail all the •reaiJ. property in the CommonweB.lth -of' Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel ·Of' real property at the date of death, giving the amount still due at death, name of' mortgagee, date, rate of interest, and book and page of' record the.reof'. It also sets f'orth in the columns .provided therefore the assessed valuation of each of' said parcels, the estimated market value thereof as of date of death of' decedent. · That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal p·roperty wheresover· situated owned by the d,ecedent at the time of death; all moneys left by the decedent at the t·ime of death, whether in decedent'!;! immediate possession, standing to decedent's credit in banks ·of' deposit, ·savings banks, trust companies, or other institutions, whether individually, or in trust for .any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in tJ:le case of savings banks, and to the date of decedent's death in all other cas~s; all bonds, postal savings, treasury certificates or notes and other evidence of in- -debtedness of the United States to the decedent; all obligations, whether by statute or agreement they ·are designated as 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- tures, books, works ·of art, household furniture, horses, carriages, automobiles, boats, and any and all o·ther personal chattels of whatsoever kind or nature, lef't by decedent, together with the fairly estimated market ·value thereof; all bonds and mortga.11;es held by decedent and of all claims due and owing decedent a..t the time of death, and all promissory notes or 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, and if such estimated fair market value be less than the ·f'ace value, i·t sets forth briefly the reasons for such depreci·ation ·as to each item; all moneys payable .to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and a·ccrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. J . ' In the case of securities of close or family corporations, the values reported. are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the· date of death. The schedule also sefs forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there.is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may 'be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.· It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent· at the time pf 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 transfe~ee and all other facts of a pertinent nature regarding"'said transfers. In the case of t~ansfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y of the deed, trust agreement or other instrument creating the trust. Ther~ is also set forth in said schedule a list of all property, real and personal, with its value, 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 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, andthe relationship of such issue to the beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly.with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of 'acquisition of personalty, plus the name, address and relationship, if any, of co-oWners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and.fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and. claims owing and tmpaid at time of ' .. death; taxes accrued. chargeable 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 ..... 1.6.th ... : ...... ................ ~ .......................................... day of ..................... J.u.ly ...................... 19 ..... 6.9 .. . ~··~~·" ... ~~:··:~.'";; ;;;;~.~~~·; li\;;toll" ... ·...... . .......................................... . L:;,,,,~LL• Jfit_,o.)~ J.U".,.Ii ~l)j~f\~ · ~''!U l"'"l'\j \~r.~'1'""1N::'~"!"r'll'\ f;C, P\· ~.~., rr'c .,;"'' <':1"' ~·''·i1li.l'"' 2'1 nn ·~;, 'J,·, •• ~'f.oW'.Id'l!U vlJ ~J, 1 ,_.. cu~:u.i~?-/2~ . .. ~.4 .. a ...... N.or.th .... F..:r:anklin .... s.t ......................... ~ ... -··-·· (Street NumbeT) .. ~.~.~.P.:.~.~.9.t..<?..~., ...... R~n.D..$.Y.l.Y..P...ni.a ......... l5 .. 3..0.1 (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 (·1-64) COMMONWEAL TH'OF PENNSYLVANIA DEPARTMENT OF 'REVENUE BURrVAU OF COUNTY COLLECTIONS· TRANSFER INHERITANCE TAX RESIDENT DECEDENT ' .. .;,~ ;,·_· ·~: -:-: ' > • : • ' :~· '( .~ SCHEDULE i«A''. REAL PROPERTY Real propetty 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. Th~ real property located In the Commonwealth of Pennsylvania should be described by lot and block number, street and street number, together wl th a g'enerol description of the property, with a reference to the record of the conveyance by which the decedent took title; If a form state number of a- cre's; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,ore to be listed on Schedule "F" and must not be deducted from this schedule. N 0 N E (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) ESTIMATED MARKET VALUE NONE· (3) DEPARTMENT VALUATION CAUTION (Do not write In thIs space) RCC-35 COMMONWEALTH OF PENNSYLVANIA .T}}ANSFER 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". lnta~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. Tang~ble-personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and fur~ishings, 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 No. ITEM List and describe fully UNIT VALUE Checking_Account·-Pittsburgh National Ba1k (Washington Office) · Pittsburgh National Bank, Trust Dept. - Agency Account: 62 shares Gulf. Oil Corp. common stock. at 42.6875 20 shares Union Carbide·Corp. common stock at 46.1875 30 shares Duquesne Light Co. common stock at 31.75 15 shares Metropolitan Edison Co. 3.90 cum. pfd. stock at 62.75 1966 Chevrolet·Belair 2 door Sedan. 6 sha~es Granby Mining Co. common stock at 33.25 4 shares Republic Corp. common stock· at 71.9375· 2 share~ Republic Corp. pfd. stock at 15.13 Dividend check-Granby Mining Co~,-Ltd. dated Dec. 13, 1968 Dividend check·-Equitable Life Assurance Society dated Nbv .. 26, .1968 Pension check -Commonwealth of Pa. School Retirement Fund 2 old pocket watches at $5.00 each Insert this total opposite "Personal Property", Scherlule "B" in the "As Reported" column on the last page of this return. X X ESTIMATED MARKET VALUE 2,646.62 923.75 952.50 DEPARTMENT VALUATION (Do not write in this space) 941.25 9/C". 900.00 !~ 199.50 287.75 30.26 1.62"' 16.47 304.40 J 10. 00./~ 12,023.25 o~·. rcc-'15. COMMON'IK\LTH OF' PENNSYLVANIA TlUNSFER INHERITANCE TAX RESIDENT 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 valu.able and adequate consideration therefor? (Answer yes or no) No (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) No (3) If the answer to (1). or (2) above is in the affirmative state: (a) Age ·df 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) No (a) Was there any possibility that the property transferred might return to transferer o·r 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 J?OSsession or enjoyment of or the right to income from the property transferred? (Answer yes or no) -~N~o~---- (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) 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------(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 th~ decedent alone or the decedent and others? (Answer yes or no) _____ __ NOTE 1: The answers to these questions should be supported. by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said_claim is based, NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION • .. N 0 N E .··~ Insert this tota:i opposite "Transfers", Schedule "C" in the "As Reported" columri on the last page of this return. MARKET VALUE (Estimated) NONE DEPT. VALUATION (Dept. ·Only) RCC-·3.8 . . ' ,CQ){MONWEt\LTH OF PENNSYLV~IA. 'TRANSFER INHERITANCE TAX. RESIDENT DECEDENT ~· ' ......... - SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRl'CTIONS: 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 lreal estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of recor~ 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", plu.s date of acquis~tion, and the name, address and relationship (if any) of co-owriers to the decedent. ~Description of Property, Date of Acquisition, Name I Unit 'Address and Relationship of Co-gwners, and Place I Value . of Record of Instrument, where Real Estate. 1 necedent at ·time of death owned·certain re~l e~tate· and personal property with wife as tenants by.entireties~ none of'which is taxable under Pennsylvania law. Percentage Estate Share 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 Entire property NONE Value of Decedent's Interest \ h RCC-37 (12-63) Cl1:\t:\\l):'\\\"E:\l.TII OF Pr::'-::'\SYYl.:\NI:\ TlL\NSFEn 1:\IIEHITA:\l'l-: T..\X RESIDl-:NT DEL'EDE:\T BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) G~~rgene Y. t~orton 8 N Fran lin St Washington, Pennsylvania . - ' . . . I 1 •I 1 ~·, . ' ' SCHEDULE "0" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Wife Yes All .. . .. ----· . > ' Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE . ... Will Administration ~ No. ~ Year t,? ...... . IS THE ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF A. GRANT MORTON a/k/ a-GRANT MORTON, . ALBERT GRANT· MORTON & ALBERT G. MORTON· Deceased Late of ...... City:_ .o.f. __ Wc;~,$P.i.n.g_toP.. ........... . County of .. Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL ~;:~·~ :E?O~ '-""·fTl c ~G?.iri ::J..; en ~"! ~~--P d';QP ~-~~ 0 -~~ ~:;Jq 0 --;,.~ ; r= ~ \:!·r' © ~-lfl .1;:-:. ...,_ eM, c...ClJ C-.. c::: r-· co·, -o; ::z: -· i"'o); ~ . ~· ~~ ~t r--~· ?'~~ill .j '3 l 0 ""' SHERMA~ H. SIEGEL, ESQUIRE· 215 washington Trust Bldg. WasbjHqtoH, Pef'lHsyl"a"ia 15301 ~ (Executor-Administrator must complete "As Reported" column #1.) CJ .....:J '"0 !:0 ... ... (!) (!) ·o s:u ... e. "' ::s "' "' "' 0 ...... ::s ~-.....:J (!) e. ... s:u "' 0 X ~ '"0 s:u (!) cr ... Cb 0 ~ '"0 tTj (!) ... "' ..... ..... '< s:u ..... (!) en c::: ~ ~ > !:0 --Vl en en .....:: (') (') (') ?"' ?"' ?"' r) tJ > :: :: :: --- ~ ~ -fh ~ ~ ~ !--' N .. 0 :1\.) ...... z~ :z-o.;. 'o ~ Zb :z !Jj II :w ~ t:r:IN :t:r:l(l)-w : ~ ,....,, . o-• N :Ul N : ... ..... ;Ul (l) c.. - -fh -oo .~ ---~ ~ :C), :~- :~ :~ s ~ ' :~ :~ ~ ~ -~- > :r. 0 ~~ ...,_ 3 ::s r. c.. .· 0\ ~ J·-' ~ .... f. V' Form RC C -10 . .. DEDUCTIONS ALLOWED IN __ t__ :3 _/ (, 1 ~ cf w,.ATEMENT OF DEBTS THE SUM OF ............ $ .. 51 .. 'i.~.t..U ;.~1-.· ,..( ~j OFFICE OF THE AND DEDUCTIONS OF WASHINGTON COUNTY q_,o-ttjl DATE APPROVED • . . . . . . . . ....................................... ~ .... .1... REGISTER OF WILLS AND AGENT OF THE COMMONWEALTH DATE 1 9 ~ Nov. n,.~""" ' a a ESTATE OF AT.BERT GRANT MO:S.TQN & ALBERT G. MORTON LATE OF----~C~4~·~t~y~O~f~~W~a~S~h~i~~~gpt~OBR~~---------- D•r~ oF DE •rH -~N:.:::O:...::V..::e:::mb=.:::e~r::........:2:.:2::....L-L-....:1:.;9::....6=..8;:__ __ _ DATE OF FILING APPRAISEMENT-----------,.. ,. ,.. - NO. OF NAMi OF PAYEE REMARKS AMOUNT VOUCH£" 8 22 Mary Trifaro Nurse 60 ?7 Fr::tnf""l'>c::: n.rhnr•k·1,. INnrc:::l'> 60 Katherine VanVoorhis I Nurse fiO Reverend Robert Halstrom Officiatinq at funeral 20 10 Piatt Funeral Home Funeral exoense. 1 1;1;7 ?n nmhn1"'1'"'11'""1'> ,h::tir A. !=:l'>r"Uii'""A llmhn1 ::t.ni"'A .. -f.L"'I..r. ~o...,o~on-1-'ln TliT::t c:::h i nat-.on· Hoc:::ni t-.~ 1 .B~l Hosnit~l ~~ . '7 A Observer Publishino Co Advertise -..Sal P of f""~r 7 Washinqton Co. Motor Club Car title transfer: to 4 Buver Roy Jones Car inspection 8 Drs Triooli & ~~lvitti I MPiH f"".::tl S.Prvi f""~c:;_ ~1 Tnt-l'>rn::11 Rl'>-u~nnP SPrViC"!P IB~l 19 fiR In come. ..Tax ~1Q 1 9 . 9 James Auld 20 Prep. Income Tax Return Claysville Recorder Notice 1 Equitable Life Repayment dividend 16 Dr. R. R. Harcom Medical service..s_ 1? Malcolm. L. Morqan Personal Propertv taxes I"::Ar"\ral'>n~'> V Mnrt-nn 'T'A 1 AnhnnA t-n 1 1 c:i _A.. ~vnon.-.o ... Jl • J ~ ~ .rT , ~1, ...,~.f-.. -'I'rA? y . ...'l....n.L:"n ..L .1 ._... II I II II _1 g.{).g-e. - Ma1eo-:rm-I:J;-Morg·an :J:-9-6·9-Go•.u•L-Y L-aA ;:)\) Tel* Gol.l.ect:ox:: -.~:~;am 1 9.6.-9-Berough-t-a--~es--1-9.(1.-.:1:6-2 n 1ah I Tn.~,..,,.,_ ~n· ~ .... ~ T aX-GeHee-t:e-r-1-n-g.:J;a.m 150-.1.62.. 00 00 00 00 ~n nn '71:;: 1 () on 50 t::.n 1 ~ 00 10 47 on 93 r=r= -~~ - o,....,..,...,,..,."h t9~~9-Sc2~~1 ta-xes ·nar;:~m •PnnP _.,, A .... _"c:;.- ·-:~ 1969 coun±..y_taxe.s-15 o-1 &2. ,... ~Ceun~y-Tre as-:--€0-;---'!!reas • _"II.. ~ • "-:1 -.J...J..V vv Georgene .. _Y. Morton Family exemption 1000 00 Observer Pub. Co. Advt. grant letters 14 00 ("~YO,.. 1 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF __ W_A_S_H_I_N=-G_T_O_N __ -=-= SS: Georgene Y. Morton I, -------------------=~----...:.:....-----------------,~--------HEREBY CERTIFY. THAT. TO THE BEtiT OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JJ,IST !)tiD TRII E ~llrATE;;~ENT OF DEBTS," FUNERAL EXPENSES AND EXPENSES OP' A. Grant: L"lOrt:on. Notary Public WAG. H Gl'ON. WASHINGTON CO., PA. My CoRlmission Expires February 27, 1971 1969 . ,, .:\ '.1-, '- Sherman H. Siegel 1968 Dec. 30. Reg. of Wills 1969 Reimbursement for: Probate costs $20.50 Jan. 7 Wash. Co. Reports Advertise letters · T4·. 00 Margaret Bails Notary fees Sherman H. Siegel Counsel fees Russell Marino, Reg. Fili~g Invento~y & Account Total ttuwLA.l ~bA~ v0A~-}'V ;r , t? yr~ -t"'~ c~-'tlt4~t..{LJt~/l;;-~ Q.,~~A.,~¥ -~ . .. "L -• 5-~-. ··-. , £1J ~. I •· · i;i f·;-"_ r, "\;G,o' ['i:\ !.; li ~ .• ~. O.:.b-", '59 JilL I 8 PHIZ. 33 R'USSELL M:i\R~NiO _, REGISTEH. OF WilLS :;; WASHI:~GTON CO .• PA • 34.50 5.00 1000.00 19.00 ~a. (-( r t-6, /:Z,1,, ~ ,{ --.A :,;·-'\ -. C.i' "'"" .. , .....___-------- SYYf'~t;. ~ .. .' .I RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEASE .REFER TO 37-172-6 NOTICE OF FILING OF APPRAISEMENT GEORGENE Y. ~10RTON In Re: Estate of ____ A~. __;;;.G.::..;RA=N-=T__..:..:M:..:O~R:..:T'--==0=-=-N!..--____ _ _____ W_A_S:...:f::..;II::..;N~JG=-T~O:...:.N _____ County -File No. 6 3-69-4 Dear Mrs. Morton: You are hereby notified that the origj nal appraisement in the estate of XXXXXXXhNXgRERXV A, r,.rant Morton has been filed in the office of the Register of Wills qf Washingtnn County on · Jub' 31 , 196.9._. Said appraisement reflects· the following valuations: Real Estate ________ ~~~~~~----~ Personal Property ---=1;.;:2:...J,~0::...:2::;3::::...:.• ..:::2:.:::5::...._ __ _ Transfers __________________________ __ Tot a 1 --------------.-tl.....~.2~,,_!0>.L.U2.;13.......t.2:..:5l..---- As to such tax tha~ is paid within three months.from date of d7ath, a five {5%) percent discount is allowable. As to any tax that ;rfemains unpaid after one year from date of death, interest at the· rate I . 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. ·i Date·-=-___ _\:J~u~l~v:!--.-:3=!..1~~ ~1~9.!.!.6.i/..9 __ _ Signed d£ ~ ,£ ~ Title liT 'R CHA!'J:EY, C!-!!EF J'.PP~cr'..ISER .. ~·· . DATE OF DEATH: November 22, 1968 Note: This is not a bilL J ... •' I I RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of MORTON (Last Name) Al.BER'T' G. DATE OF DEATH 11-22-68 FILE NO. 63-69-4 (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the fore.going return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dawd: 07-31-69 --------~~~~~~-----11-22-68 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 VALUE AS REPORTED VALUE AS APPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDU'LE F) CLEAR VALUE OF ESTATE Valuation of life estates or $ 12 023 25 1 ') 023 2i ' annuities ......... ·. . . . . . . . . . $. _________ ---4---- ESTATE TAX ASSESSMENTS $ _________ ...~...-_ $ 12 023 25 12.023 25 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Taxon$ _______________ ~----~62% Tax on $ .(_ 6Y $ ______ -4--- $ ______________ ~---- Tax on$ 5% $-----------4--- nxoo$ lK $ ___________ -4--- Tax on$ 15% $ _____________ 4---- VALUE AS REAPPRAISED $-------------+--- ~e~tioos • Total Estate--------------+---- TOTAL TAX $--------------....._ __ _ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=====~== BALANCE $---------+--- Less 5% of tax if paid within 3 months after death $=====:=!== BALANCE OF INHERITANCE TAX DUE $ ----------+---- Add interest at rate of 6% from --------to -----$-----_..1 ___ AMOUNT OF ESTATE TAX ASSESSED $----------+-- Estate tax paid $ ________ ___. __ __ BALANCE DUE $ _____ _..1 ___ Add interest at rate of 6% from -----~'0---------$--------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 ( No .................... Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ... A .•... C!.RANT ... MO.RT.ON Deceased Late of ..... 'vASHINGTON County of 'vASHINGTON Commonwealth of Pennsylvania . REPORT AND APPRAISAL .{ ., :, ~:.. .. ·i.~::~;": r Forin: R CC-2 • COMMONWEALTH OF PENNSYLVANIA DATE .................................. J..\!lY. ....... JJ .. , ....... l.9..9..9. .... DEPA~TMENT OF REVENUE RESIDENT INHERITANCE TAX .................... W.~.~.b..i.ngt. .. 9..n. ......................... ) . COUNTY BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 17127 ~ . APPRAISEMENT . 'FILE NO ....................... ?.~.:::: .. §.~.::::.~ .......................................... Whereas, ....................................... .A ......... G..:r.a.nt ..... M.o:r..t.o.n .............................................. late of .................. J'l.a.s.h.i.ngt.o.n. .............................................. in the County of ............... ; ........................... Ji.a.s.hi.ngt.o.n ................................................ Commonwealth of Pennsylvania, hav_in~ died on the ................... ~.~ ...... n.d. ......................................................... day of ................ No.Jr..e.mb.er. ............................ 19 .. 6.8 ... , seized and possessed of an estate subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... , ........ .J~ .•. R.~ ...... C.han.e,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 I the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer I inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ - PERSONALTY: See CO'OV of invnetorv attached hereto !:IT'IT'I"r!:I;~PmPnt" 12 02 25 .... : ~ -±nt-1 1? n?~ ?.C\ . ' ~ - - I I fonn:;'!:h ~"; ::rh~w<>rJl~j~o~~· :U.~ o~er~;~g;~~~:=~;:l~ , p~i~r ···································································································································································· ~ .......... ~., ~ ................................................................. , Penna. Post OfBee) -----------------------------------------···---·--~ . liJASHING.TO.N.......................... c OU1lty .;~ ... ...... ... RESIDENT INHERITANCE TAX APPRAISEMENT Estate of A. GRANT :MORTON Deceased. Late of , WASHINGTON .. Date of Death, ........ N.mr.:mmb.er. ... 2+.,. ..... l9.6.8 .. . Appraisemel!t Docket Vol., ................. .3.7 ............................ . Page, .......... l7.2.':'!'.6 ................. No ... :&~6.3::;:;;.6.9-4 Filed in Register's Office, ...... J.uly: .... .31 . .,. .. .19.6.9 ... . Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, ... Exa.mined and Approved, -. Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, .. Entered and charged, .... ,. ~ .. : ~------------------------------~-------- RCC-4 (8-68) :.j COMMONWEALTH .OF PENNSYLVANIA , ~ DEPARTMENT OF REVENUE .., NO. A 0 3 3 2 0 6 _OFFICIAL RECEIPT • PENNSYLV_ANIA ~NHERIT~NCE ,AND ESTATE TAX· RECEIVED THREE HUNDRED NINETY-NINE and no/100 -dollars Georgene Y. Morton, Excr. representing Pennsylvania Inheritance or -From:~~-~~AJ~~~~~~~~LL~~~--,------E_st_at_e_T_a_x_d_u_e_fr_o_m_th_e_f_o_ll_ow_in_g __ es_ta~t_e_= _______ _ Address -'---2-=l=-5=----W-'-A-'S~H=I=N,;_;:G_::T;_:O_;;_N:.__::T..::..R::..:::U.::::S-=-T-· ==-=-~ 2% Tax on $ _______________ "'-------------- WASHINGTON. -PENNSYLVANIA 016% Tox on $ On Acct. -----~~~~~~~~~~~~~~-=~ $ ___ 4.:....::2.:....::0;_:_•_::0-=.0_ 15% Tax on $ _________ $ ______ -,-_ -·%-Tax on $ __ __:___ _ ___:_.;;._______::_ __ $ ________ _ - Estate Tax, Act of Nome of Decedent ___ A_._G_RA __ N...;..:T--=.M.::..:O:....:R:...:..T=-O..:...N::..:....z_..:..:..::.;:..:.:....---=--=! C • May 7, 192 7 $ ________ _ County _____ W_A_S_H_I_N_G_T_O_N ______ ----1 Remarks: S E A L NOTE: To be delivered to taxpayer 3 7-172-6 TOTAL TAX CREDIT Less five percentuni of tax if paid within th~ee months after date of death Plus interest at the rate of __ %.from----~---- to ___________ __ TOTAL AMOUNT PAID Received by NOTE: In accepting the transfer inheritance lox 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· 420.00 $ _______________ _ $ ___ 2-=l:...:·-=o-=o_· __ lrtl $--~------------- $======3=99=·===0=0== not be precluded or prevented from hereafter assessing additional inheritance lox at the death of~t~h,~e-IJU:L~~~~~:--:-~~.£-4~~:Z.::::f.:::::~.,----IUt life tenant or tenant for years whenever it appears that such additional tax may be legally due collectible for any reason whatsoever. \ -