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HomeMy WebLinkAboutOC1969-0016 - ESTATE OF HICKS,, '' ! I I i i, .\ ----·--: •. -~--;----:-=---.-- ·f .j_ .. -~ Testate Form .J PETITION SUR AUDIT· ,, IN THE ORPHANS' .COURT OF WASHINGTON COUNTY.· Estate of ........ A~f.B.E.P. .. .Il~GKS~---···················'·······------·--N 63-69-16 . 0 .................................................................. . ·.----------~------------------....................................................... ---....................... ---........ --.. --.......... . Fiduciary .. Y~r-~ ___ :ff;t_<;_k.~ ... .and ... Gle.nn .. Hicks. ................................................................................................................................................................................ ·., Deceased · I \ Date of ' Date of Decedent's death .... P..~.Q-~.m.9.~r ... J:.:>., ... l~.6.8 .................... Grant of Letters .... P.~.c.emb.er. ... 30., ... l968· ...... : ............ . This is the ....... J'l:r.§.t .... and ... final ................................ 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; ynder or Against will. (cross out one) · Filed .................................. Record:'·.::.-~~.' .. , .... : ................ . . Name of sJrviving .spouse ..... None ................... · ...................................... :.· .. ~~----'-~~-:-__ :.~\------------············-·······--··'--·········-·· List issue, where material: Did decedent marry after execution of will? (indicate) xe®CNo. Any chil9ren born after execution of will? (indicate) ~, No. If answer yes, name them ................................................................................................ : .................. :· ............ . ··----··-----------------------------------·----------·----·-----------·····----------------··---·-----------~-----·------------·--··················---------·-----...... " ... ·········------· Vera Ittaks Glenn Hicks Eva-Hicks Urbanic Harry Hicks Bertha B. Hicks List, if exceptions to above: Relationship Sister Brother Sister Brother Sister-in- law Adeemed: Revoked: Interest Fiduciary, if deceased or not sui juris l/2 1/2 1/2 real estate household furnishings residue Same as above 1/5 stock Para. THIRD of Will 1/5 stock Para.THIRD of W;ill 1/<5~ stock Para. THIRD of Will Lapsed: Abated: Give Cause: !, If partial intestacy, give facts: i Notice to interested parties. Have all parties, having either vested or contingent int~rests 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. XNK: If any exception give cause: ............................................. . ·File:copy of Notice an.d ·date of mailing ............ S.efj-temhe·F···ll·J··-l97.4 ........................................................... , ..... , ......... _. .......... , .......... . ·-·. i-.: ~- Is estate subject to the filing of a Federal Estate Tax Return? ......... ~~.l? ............................................... .' ....................... . Actual payme~t made on Pennsylvania Transfer Inheritance Tax. Amount $ .... ~.-!.·!?9.<?..~.9.9.~ ................................... · . ' If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . Give Nam~s and addresses of all unpaid creditors who ·are legally entitled to notice, tog-ether with the amounts of such claims; state whether they ore admitted to be correct; and whether the claim is denied. N 0 N E Give r~ference 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 \ .. , ..,{ ~.__.,. ---• .f;:,., >-,~-....' '$>•••~.::;. "'~• -j -• . .._~A-...,:-.~ ,;r.-,.... .... ··-·••-~ • Balance for distribution per account, Itemize any additional debits not shown by account: $ .. 9.Q..t.R.?.~.t-~~L .......... . See Rider attached. Tc>tal additional debits (Add) $ .. JQ.tJ.?.Q.~.Q:? ........... . Itemize any additional . credits not shown by account: See Rider attached. ·., Total additional .credits (Subtract) $ .. 17 i 9.64 .o.8.7 ............ . .... Balance for distribution $ .. 42 j-7-35~:14---········· If balorice for distrib.ution is not in cosh, list each item held in kind, giving appro.ised Value (or distribution Value); Cash and real estate as set forth in Inventory. .... il ·'\ ·~ RIDER ADDITIONAL DEBITS AMENDUENT TO INV1'NTORY 100 sh. Phila. Electric Co. -4.4% Pfd. @ 73~ $ 7350.00 53 sh. Col. Broad. System, @ 58.30 Inc.-cem. $ 3089.90 1788.75 Valued in Inventory at ~ddition to Inventory Total Addition to Inventory Aug. Aug. Sept. Sept. Sept. Sept. Oct. Oct. Oct. Nov. Nov. Dec. Dec. Dec. Dec. Jan. J:om. Feb. May June Sept. Dec. teb. July Oct. 2, 4, 2, 11, 13, 13, 2, 2, 15, 3, 3, 1, 13, 13, 10, 2, 2, 27, 12, 15, 12, 15, 1, l, 1969 1969 1969 1969 1969 1969 1969 1969 1969 1969 1969 1969 1969 1969 1969 1970 1970 1970 1970 1970 1970 1970 1970 1970 3, 1969 DIVIDENDS Philadelphia Electric (Pfd.) $ General Motors (Pfd.) Revere Squibb Beech-Nut Olin Columbia Broadcasting Pa. Power & Light A. T. & T. West Penn Power Philadelphia Electric (Pfd.) General Motors (Pfd.) Revere Olin Squibb Beech-Nut Columbia Broadcasting Pa. Power & Light A. T. & T. Columbia Broadcasting(fr.sh.) Columbia Broadcasting ·columbia Broadcasting Columbia Broadcasting Columbia Broadcasting Columbia Broadcasting (fr. sh.) Viacom (formerly Columbia Broadcasting) (fr.sh.) MISCELLANEOUS Revere Copper & Brass, Inc. Final paycheck 1301.15 110.00 125.00 75.00 5.25 6.60 18.90 88.40 145.20 56.25 110.00 125.00 75.00 6.60 5.25 18.90 88.40 157.30 3.58 .35 .35 • 35 .35 • 70 2.01 $ 294.18 $ 8651.15 1224.74 294.18 f I0;170.Q1 I RIDER ADDITIONAL CREDITS March 5, 1969 -Russell Marino, Agt. Inheritance Tax Dec. 11, 1969 -Russell Marino, ~gt. Additional Inheritance Tax Dec. 11, 1969 -John C. Rogers, Attorney at Law Additional attorney's fees March 11, 1970 -Parker-Hunter -Stock Transfer March 12, 1970 -I. R. s. -Estate Tax March 19, 1970 -Philadelphia Electric Company, Pfd. Transfer Tax $ 9;000.00 500.00 378.00 100.00 7,980.12 6.75 $ 17,964.87 . .. ~ '" If Family Exemption claimed by Petition, give place of Record: ........................... : ............................................... · .... : ... . If Family Exemption is claimed at audit, give name, relationship and basis for Claim: .... ~ .......................................... . List any advancement or distribution on account that has been made, and nature _and amount of same: Household furnishings and all stocks distributed under terms of Will. . ..... "\ < ' Si.Jggested distribution of balance shown, both as to principal and inc.o.rr1~"-;"attaching, sign_ed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in ":"proPortions:· '· . Real estate to be awarded to Vera Hicks and Glenn Hicks.. Cash to be q.ivided between Vera Hicks and Glenn Hicks. Pro~eeds oT dividendS to be \ awarded as the various interests may appear ·under the terms of Will. COUNTY OF WASHINGTON, 55: <;:OMMONWEALTH OF PENNSYLVANIA. The above named Fid!Jciary or representative thereof, . . being duly .......... :?.Y'lQ.r.n ................ doth depose and say .that the facts set forth in the foregoing petition are true to the best oL .......... t.he.ir ......... knowledge and belief. ···---~-~~~E!:l .............................. to and s~bscribed before me this .. ,a.'l~ ... day of ..... ~~-~-~-D1!:?.E?.r. ............. 19 ... 7.:4. Sipnat_~~~~~of?{f;lf_~r-~-~~---d... . .. ~ ---~- ,'? "\ .. c ' "/o .1.") ~--1".,'-.-f Off'. --, ~ r. ~·JtJe o. ; -.1ce_r..... ..,... .. . ......................................... . i: ~; \ t,.. ; ~"";:-.'..~ #z ••. -~~···. · __ . -. . ~-~ NATHAUE F. JOHNSON, NOTARY PUBLIC ; O[f1ce. exp1 res·-·······;·-·····WASttt«&leH,·WASHINGTON·CG·r~A<-········ 'c. • . • -: < • MY COMMISSION E,_l(PIRES "" :_l ., NQV. 17, 1975 J. And your petitioner will 1 ever pray, etc. ~~ --;?/~ --~-{(~---····-~---····················-·······-----------------------···-.. J.Z:..;~ ...........................•.......... Glenn Hicks ......................................................................................................... -- ; .. . .#-/ --~~ ... No ....... 6;5:::6.~-~.1.6 ................................. . Estate of ...... .t\~EBElL.tli.C.KS.,. .................. ." .. Deceased Fiduciary ... Y.~r.a .. Ri.c.ks ... and. ........ : .......... . Glenn Hicks PETITION SUR 'AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will ~ubmit herewith the following, in conformity with Court Rules adopted effective Decemoer 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: ................. :I9hD ... Q.! ... B.9.K~.:r~-'-------------------· Attorney ~2 I (. ·.f \ ., v ·, \, ,. .:; \ ' .. ""' ~>' !-. r ' ~ ') % ~ t, \.lr ~n t!Jt Qtnurt nf C!tnmmnn Jltns nf lfnslJiugtnn atnuntyf Jtnnsylunnin ®rp4ttns • Qtnurt littisinn ESTATE OF Alfred Hicks a/k/a Alfred Hicks, Jr., Deceased N 63-69~16 o, __ ..::...:....___:_:....:....::...::.._ ________ _ In the matter ofthe First and Final Account of Vera Hicks and Glenn Hicks, Executors ADJUDICATION AND DECREE /5 An now March _ , 19_ll_, this matter came on for hearing, audit and distribution of this session and testimony taken; and thereupon, upon due consideration thereof of the balance for distribution in the hands of the Accountant is determined to be $ 421735 I 14 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 port hereof, unless exceptions hereto, be filed sec. reg. or an appeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account. _________________ _ Additional Debits -Audit Additional Credits -Audit 10,170.07 17,964.87 $ 50,529.94 60,700.01 J Balance·~----------------------1 Deduct Clerk's Costs & Receipts~&L..I:JA.,.,d~v""'er.,_t...,i.,_,s,._,i~n~g,__ _______ 1 68.50 $ 42,735.14 42,666.64 ~~11i.r r:tf f 7~.'5U q Attorney ___ -=J:....:o:....:hn-=--C.:.....:..I -=R.:...:o:....!:g~e..:.r..:.s _____________ 1 Register of Wills -Certification of Real Estate 4.00 (:!-.Q-o.-<-~<f" ~ ~tl•<!..r e-n.-, 42,662.64 Recorder of Deeds -Recording Certification of Real Estate 9,50 42,653,14 1~A ~~& ' 1flt:fj;%J-Russell Marino, Agent -Transfer Inheritance Tax Balance $454.35 Interest to 4/13/75 138.58 592.93 ~060.2i Credit -Shares advanced to Vera Hicks and Glenn Hicks Credit -Shares advanced to Vera Hicks, Glenn Hicks, Bertha B. Hicks, Harry Hicks and Eva Hicks Urbanie<: Credit -Household goods advanced to Glenn Hicks and Vera Hicks Bertha B. Hicks -Dividends on specific bequest Harry Hicks -Dividends on specific bequest Eva Hicks Urbanic -Dividends on specific bequest NOTE: One-fifth of dividends if any from date of accountin~ on A.T. & T., Pa. Power & Lt. and General Motors shall be added to the preceding three items. Contributions by Vera Hicks & Glenn Hicks to maintain 22,598.28 29,056.94 175.00 372~48 372.48 372.48 estate assets in kind 15,904.11 Vera Hicks • Individually and as Executor of the estate of Glenn Hicks, Deceased, residue consisting of real estate at appraised value in kind~ as certified herein 5,016~6~ 19,461.93 ~}~ ~~ (9,595.01) .. (9, 770.()-1) (10,142.49) (10,514.97) (10,887.45) 5,016.66 NO BALANCE ._, .· :., .... !"··· . \ I .. . '· ~ 0 > z _..., :I n ,. !=> m n.· .... ~ ~ C/1 0 :::; .... £:: m 0 ty .... :I 3. m .... ~ ~· .o ·o 0 ·' _..., --:+ t:Y ' m --::l .., .... 0 D M -a .... :::; a· m t = N ~ & ·':l, ·r .. · .. ;·.· Ud .. . ..... .. . .. -~ ~ ~ ~--· ~j .·. ' ... ~ ·'·' .. , •.\ REAL ESTATE TO BE CERTIFIED TO THE REC(IU)ER OF DEEDS OF WASHINGTON . . COUNTY BY THE -CLERK OF THE OOPHANS' COURT DIVISION ' Alfred Uicks, Jr., Devisor,' to Vera May Hicks and the Estate of Glenn Hicks, Deceased, Devisees, each an undivided one·half (1/2) interest in and to all -the right, title and interest of the Devisor in the following described real estate: FIRST· ALL that certain tract of land situate in Mt. Pleasant Township, Washington County, Pennsylvania, containing 131.88 acres as the same is more particularly described in deed of Carnegie Coal Corporation to Alfred Hicks and Mary Hicks, his wife, dated February 24, 1934, and recorded in Deed Book Volume 594, page .. 358. The said Alfred Hicks died May 27, 1953. SECOND· ALL the right, title and interest of the devisor in the mineral rights as reserved in deed of Mary J. Hicks, widow, et al., to George Fedinetz, et ux., dated July 20, 1956, and recorded in Deed Book Volume 963, page 515. For further chain of title see Decree of Distribution of record in the Recorder's Office of Washington,County, Pennsylvania in Deed Book 1102, page 57S. CERTIFIED TO RECORDER April 3, 1975 j.' 1..-1 • ' ,. • . •, ., ~ ~ I ,, •' .. t I l . ' 1-.. Y• ,J,(• ... _., ' ' ' •. . ' •"1 ' " ... ... I ··-..' t I .. :.L .~.-, 0 -o :r.>- ,. ., .• • < 'I ~-· r- (fl . ,. 'i '" '\ ~ ·C. ) j ./ / / I .~ ' • • •. . I • e IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTA'lli OF ) ) ) ) ALFRED HICKS, a/k/a ~ALFRED HICKS, JR., ) No. 16 of 1969 ) ) ) z o( ::i Deceased. >-Ill z z Ill a.. i 0 ~BEFORE: X Ill o( ~ ~ APPEARANCES: a: ... Ill 0 .J ~ TIME: 0 :I .., X 1-" N THE COURT: IIi a: Ill ... a: 0 deceased • ) HEARING ON AUDIT THE HONORABLE P. VINCENT MARINO, President Judge of the said Court. JOHN C. ROGERS, ESQ., of Washington, Penna , representing the Accountants. Wednesday, September 10, 1969, at 10:00 o'clock A.M., EDST. Number 16 of 1969, the estate of Alfred Hi~ks, The Executors are Vera Hicks and Glenn Hicks a.. Ill a: and the attorney is John c. Rogers. At the request of ... a: :I 0 u .J o( u ii: II. 0 counsel, this audit \~11 be continued to October 20, 1969~ at 10:00 A.M., inasmuch as there are problems which still need to be adjusted in this matter. Is there anyone in Court this morning interested in this decedent's estate? ( NO RESPONSE) THE COURT: The audit of this account will be continue~ to October 20. ( AUDIT CONTINUED ) • -~t ,-: ,,~ ''\"! , • ~·. J ·' .? ~ z ~ fullyaal accurately la tbtt not~ takea b1 me on tbe ll-.ariq ef tho above )o lit z. z Ill D. i g " z i 01 ~ ~ ~ ~ -o cau••· and tbat th1a eow Ja a c:orrect trauerlpt ot the aame~ TM foreaola& reeveS at !Jut .proeeediap -upon tile bearl.., of tbe above ea•• Ja berellyapproved alld ~ted to be flled. J37tbe&tt. . . ) ,· ~ . . .! ' . : .:~.-~ .. ____:_' ·....:..:· ' _ _____:' ... =··· -----'-' _.4c~·-'-· ~·.-, _ ____:_ _ ____:_· :__· ~-->.....:.__:____:__·_:_·.:.:< =-· _ _::_;. ]__ - \ .... -r ' . I e IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY. PENNA ORPHANS' COURT DIVISION IN RE: ESTATE OF ALFRED HICKS, a/k/a No. 16 of 1969 z ~ALFRED HICKS, JR .• .J ) ) ) ) ) ) ) ) ) >-VI z ~Deceased. Q. i 0 ... CJ z :c Ill ~ HEARING ON CONTINUED AUDIT ~BEFORE: THE HONORABLE P. VINCENT MARINO, President Judge of the said Court. ~ u a: ... VI 0 ~APPEARANCES: JOHN C. ROGERS, ESQ .• of Washington. Pa., representing the Accountants. ~ 0 :I .., :t .. ,.. N TIME: ui a: Ill ... a: 0 Q. 111 Monday, October 20. 1969, at 10:00 o'clock A. M., EDST. a: THE COURT: Now we have the estate of Alfred Hicks at Numb~r ... a: :I 0 u 16 of 1969. The audit of this account was continued from the regula .J o( u ii: .... audit list until this morning. A few days ago counsel for the 0 accountants. John C. Rogers,, Esquire. appeared in chambers an< informed the Court that the accountant.was not yet ready to close thi: matter and would require an additional extension of time. At that tir~ e we suggested that that be done on Monday, November 24. 1969. at 10:00 o'clock A.M. Counsel for the accountant agreed to have all papers ready at that time. ( AUDIT CONTINUED ) ' .. •• ' .. . , t-:,..., I • . .,. ·e . . ·. . . . -I ..t• I• , . . I . . .. l bo~cby cortUy tWlt tho PF:OOeodlnsi:> o~ .~vtcieneo O.I"' co~to~o4. i .· " • -_.J r , . • • • L ..lr\ ~ ~ fully a~ t\ccurotoly 11l tho r..otoo. · to~ton by ..mo ·ott tho boq.,.n8·, of tne:<ehova ~ ~ :· ......... -t • ·...-~ .. , ... ,~\ • < .. r .·. ::--,. . ~ . Ill • ~ eo.\IOO; ~ t.bnt · thf.o copy ill o ool?bct troMQ rtpt _of ~bo como. a. i 0' ... ~ z J: Ill ~ ~- ..:-u a: Iii Q• ..1' ' < u 0 :J • ,_ , _ S.~Of!v{!!O~~r . . ;. '. ~, . . ' . . .. ., . Tne 1orots"01il8 ~ccorc:l of tho r;trocoodloao U()OD tbo b~ril'lrJ of thGJ ~ nbotto ~ouoo !D horoby op!)rovod ond directed-to bo fUoG. Ill ... It: 0 a. Ill It: ... ~-0 u ..1 < u ii: 1&. 'O I, •. .• ' J! ::: z < > .J >-Ul z z Ill 0. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIJl ORPHANS' COURT DIVISION IN RE: ) ) ESTATE OF ) ) ALFRED HICKS. a/k/a ) No. 16 of 1969 ) ALFRED HICKS, JR.' ) ) Deceased. ) i 0 ... C) z HEARING ON CONTINUED AUDIT X Ul < ~ t-= BEFORE: !:! a: ... Ul 0 .J < APPEARANCES: u 0 :l ., :t ... ,... 111 TIME: ui a: Ill ... a: 0 ~. t.;J il: ... MR. ROGERS: a: :l THE HONORABLE PAUL A. SIMMONS, Judge of the said Court. JOHN C. ROGERS, ESQ., of WashinQton, Pa., representing the Accountants. Monday, September 30, 1974. This is the time for the continued audit 0 v ..J ~ in the estate of Alfred Hicks, deceased. I believe I u ii: have all the nec~ssary papers here. 1<. 0 II THE COURT: MR. ROGERS: THE COURT: Hicks, please? MR. ZERMANI: (Court Crier) THE COURT: Are there any complications, Mr. Rogers? I don~.t believe so, Your Honor. Would you announce the estate of Alfred Your Honor, I received no response. Other than Mr. Rogers, is there any pers<n j I • ': r • ' ' in the Courtroom iriterested ih~,the estate· of Alfred Hick ? . { · 'NO RESPONSE } THE COURT: H~iring ho response, 'the audit of this .,. ' ~ estate is §itdered closed. ( AUDIT -CLOSED )c. . ,· ' . <( z .I hereby cert.if'y .that ·the Pr.oet)edings and evidence ~re < • ~ contained fully and -~-ce~t'ately in the notes takon .by me on the VI-z : hearing -of tbe above ca.uso, __ and -that this :copy is a correct i e transcript o-f. the same. (J z i • <( ~ .,: u i .. Ill 0 .I c u 0 :l ., % ~ 01 • II: Ill 1-a: 0 a. Ill 1: 1-·a: :I 0 u .I c u ~ ... 0 of The .foregoing record of .th«-: p't'Occedings upon the hearing the above cause is heTeby approved a.nd di-reetcd to be filed. :ey \ --I ' ' I : \ ·l i e I I I I - I --;J e IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY. PENNA. ORPHANS' COURT DIVISION IN RE: ) ) ESTATE OF ) ) ALFRED HICKS. a/k/a ) No. 16 of 1969 ~ ) z ~ ALFRED HICKS, JR. • ) >-(I) z z Deceased. Ill D. z 0 ... Cl z X Ill ~ 3 ~BEFORE: a: ... Ill 0 .J o( 0 o TIME: :1 .... % .. ,... N ) ) PROCEEDINGS ON RETURN DATE FOR SALE OF REAL ESTATE THE HONORABLE P. VINCENT MARINO. President Judge of the said Court . Monday. November 24. 1969, at 10:00 o'clock A.M . ffi THE COURT: We had this morning the Hicks Estate by John ... a: 0 ~ Rogt;:r:s;: That was also a sale which was continued to the present ... a: :1 0 0 .J o( 0 ii: 1&. 0 time from October 20. And we again at this time. grant a continuar ce at the request of counsel. Mr. John Rogers~ this continuance to be a matter to be agreed upon by Mr. Rogers and the Court later on. (Proceedings Continued) ~--------~--------------~------------------------------~----1 ~· ' <' ' I ' • 4-1 .. .. , • • I \ ,. ; , , • 'Tf. ' .. ' '' . ~ < -.z ,• .• < ,•. '> t. -:i • ~.._ ... . ~·~ . •:~ . · :·~-1 .boroby eorti£y·tnot .thQ_ tJrocopdinaa ~oa.ovt~~o nrc ~on~ . ... D. • -0 • ~ • I ' ~:~. to.iood ·fUlly oru:f occuroto,ly lAthe .notoo to!:eo: by moo~ tho ho.?ln[J oi .tl\6 ... . . ' ' ' . . . . ' . ' ~· ' . . . • (!) ' • ' t. ~ o~vo.~uoc. and tbot tllto copy io o ~rrect tranocri~ or tho oome. ·· . _j ~ . ~~: . .) . . ' . . " . . . . . ' ' .; .: u a:· .... (I) 0 .J < u 0 :J .., X ... " N ai a: Ill ... a: '() a.. 'Ill a: ... a: • :J ·o u ... . ., ' .. ., •· ... . . ' . ... ~ ' ~ " ,_, .. ·-:,::..::_•::;..:. ,.._. ... ,..,.) · .. '\"'. --::..... --· f. T ' ·' • ~ I ' ... ., ¥ . .. l. ,, ' J ·, t ~, 'to,. .•· • ··. I .. ' ~ . .. , . ..... . . •. ' ......... -... .,.f;.,._ * .. . . ·. .· . ., II .11 .. ... ··en · .. tt:) ·x ·:~ Sf',) • .+::' -= :% ""' e CQ : ; ·, . ' A ·/ t •t· •• , -r m 0 ... 1'. l ' ) --I j. ·~ .. -. ~ -· -::; Form RCc-33 j.__ 0 (> 0 (ur~O /.soo !:J~() 0 ---~---~------ 3 ,/) (!) ; COMMONWEALTH OF ·PENNSYLVANIA , ~~y-DEPARTMENT OF REVENUE ~ BUREAU. OF COUNTY COLLECTIONS \ ~ RESIDENT DECEDENT COUNTY OF WASHINGTON I~WORTANT: 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 . ti}~ __ In}Jeritance .. ~n~ :E.t?t!ite -~~?'. A,ct of Hl§l.) · AFFIDAVIT OF Vera Hicks and Glenn Hicks, ·························· ....... ~~f.~~t~f!IP.!~~r-·d~;;;J~~t"}················· .... ........................................ EXECUTORS IN THE MATTER OF THE·ESTATE OF } Late of ..... M.~ .. !! ....... :P..l.~--~-~-~P.~ ....... 'J.'.:v.rn..f. .. ,.W..~.§.A.ing:P..C(}oanty ~ State of ........... :P.~.I..l..P.:.~.Y!Y. .. ?.::r:l.~ .. g ..... , ....................................... :.} ss. Washington · County of .................................................................................................................... . ........................ Y~.~~-----~-!.9..~·-···-~-~---·g·~~-~---···~-!.9..~~-~---······· ............................................................. ·······································-··············································· EucutorS of the estate of the above.named d~cedent being duly sworn, depose and say D""'dmt dJOO __ ___ __!l 6 C ?;£';~~" _1~> ... ( ;;,.;; . , .... ~~-{;;;;;.;••:~•; : • • < wH j, oop' of whiOh i • ho •• •• • Uoohod. } Name and address of attorney or} John c. Rogers .. Atto .... ne~ ... at .... Law. .. other authorized representative to , 1 .... 'i.l" .... ·.. ... .......... .. ................ .. whom all correspondence should be 1026 WashJ.ngton. Tr.~st Bui~d.i.n.g. .. .............................................................. -.. . mailed. Washington, Pennsylvania 15301 That as such .~~~.~.~~.~:.~ .................. deponent is familiar with. the affairs of said estate and the property con- < J.:x.,r.u tor·Arlministra lor) stituting the assets thereof and their fair market value. That at the time of death there· was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in ·dec~dent's individual name, with right of access by another as agent or deputy, with the exception of the following:-· THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF . That the contents of said safe deposit box or boxes are itemized under Schedule~~ of this .=::.....__ return, with the exception of the following, for the reas.ons hereinafter set forth: That Sc.hedulf! A attached l'!ereto and made part hereof sets forth full v and in'·detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of' date of death of decedent~ That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of ~eath, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons•giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case ~f savings banks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they \ r t I r , • ; -~ ' #'r are designated as tax free, of the United States, or any state, or political subdivision ther~of, or of any fereign country, which are owned at the time of. death; all wearing apparel, jewelry, silverw~_~-re~ pic-: tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and a~y and al~ other personal chattels of whatsoever kind or na t11re, left by decedent, together with the fairly;' e~ tim a ted·:; market value thereof; all bonds and mortga~es held by decedent and of all cia~ms due and O'!_~ng de~edent at the time of death, and all promissory notes or other instruments in writing for the payme11t of.money of which decedent died possessed, of whatsoever p.ature, with interest thereon, if any, giving :t!'te face value and estimated fair market value thereof, and if such estimated fair market value be les.s ,than the face value, it sets forth briefly the reasons for such depreciation-as to each item;''all moneys,p~~able to the estate from life insurance polici'es carl'ied 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 sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to . said schedule, "financial statements showing. the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with.a statement setting forth the character of the busines~_, its loca·tion, and such··other facts p~r~aining to. the bus.iness. as ma,y be pertinent to a fair and just apprai~al of the decedent's interest t . . .· . therein must be submitted •. It should also set forth in itemized form, together~ w;i!th 'the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. '. The Schedule C attached hereto and made part hereof sets forth' a true answer to each 'inquiry contained therein and in the case of transfers ofproperty, real or personal, within. two .yea.rs .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 shar.e received by each transfe~ee and all other facts of a pertinent nature regarding ~aid transfers. I~ the ca:se ~f ·t~an'sfers intended to take effect in possession or enjoyment at or after death, ·there is also attached to the sched~ie''a ·c/o~Y of th.e deed, trust agreement or other instrument creating the trust. Ther•~ ts-al~p set forth i~ said scheduie a list of all property, real and persona:!, with its value, wthi~h paE~es 'at decedent; s death by virtue of the exercise by ~ecedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, ei ther··individuapy or joint~, ·by,the, will, d_!:!ed, ·.or other instrument of another, with a copy of the instrument creating such power attached to. the .schedul,e. That Schedule D attached hereto and made part hereof sets forth the n,ame:s; ~r1~ 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, togetJ;er with the ages at. the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also coiltain~ 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 h~reof sets for.th 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 r.ecor~ of instrumen.ts ~ffec~ing.the v~stiture of 1•-, • • ,,. • ' : > "1 • • •, • ',' It , , t o '''I' ", real estate and the date of acquisition of personalty, plus· t~e · name, ~ddress ·ana· 'r'EHa·tionshi}J; · i f• 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 cons.equence of the death of the decedent; debts and ·claims owing and unpaid at time of ... . . death; taxes accrued. chargeable for period prior to decedent's death (except those allowed under Section 6s1 of the Inheritance and Estate Tax Act); . together with a statemer{t of collater.al 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 aliowed, that the same will be reported to the Register of Wills, and that the amoun.t of tax assessed can be reassessed in accordance therewith. That the totals"-,oX 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 ................ , . .././...~~ .... : .......... day of ............. M.g:r>.~.,h.L .................... 19 .... i?Q.!' :-:9/ta.o d.-~~---......... - · · · · ·.. · . Not~ry Public, \'.'~s~i::;;tJn, ','!:;;!lin.:;~cn Co, lt.y Commission ExpirG~ JQn~ary 2!;, lg7l Veyf Hicks .... tAl~~ .... ~~ ................................. ~ ... (Executor~mx}!: Glenn Hicks ....................................................................................................................... -........ -.... . ($treet Number) . R. D. /13, McDonald,Penna. -15057 ....................................................................................................................................... (City or Town and State) NOTE: ~Beror_e :signing affidavit make sure all blank spaces in the affidavit and schedules annexed are -~fiHed •. in wii\1 details or the word "None", and in case the assets include rare and unlisted securities, -~ecuri·tle~·::;f close or family corporations or an interest in any co-partnership or business, that the data and. ~t,atements required under the paragraph above relating to Schedule "B" are attached. Also make certai~ t·ll~t column #1 in the "Summary" has been properly completed as above-directed. \''' J RCC-34°(1-64) ' COMMONWEALTH OF PENNSYLVANIA I ' DEPARTMENT OF REVENUE 'BUREAU OF COUNTY COLLECTIONS 1 \ TRANSFER INHERITANCE TAX ..,. SCHEDULE .,A" REAL PROPERTY ;} RESIDENT DEqQENT Real property in Pen'nsylvania, with statement of mortgage encumbrances upon each porcel at death of dece- dent. Where property heid as joint tenant or tenancy by entir~ties, report on Schedule "E". Property held by the d.ecedent· as tenant in common with another or others, s~ouJd .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 Commot"wealth 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 statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, acciued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. "-.__ ALL that certain tract of land situate Mt. Pleasant Township, Washington CoUnty, Pennsylvania, containing 131.88 acres as the same is more particularly described in deed of Carnegie Coal Corp._. to Alfred Hicks and Mary Hicks, his wife, dated February 24, 1934, and recorded Deed Book, Volume 694, page 358. For chain of title, see Certifica- tion of Real Estate to the Recorder of Deeds of Washington County, Pennsylvania by the Clerk of the Orphans' Court of Washington County, Pennsylvania, the same being recordec in Deed Book, Volume 1102, page 575., (Decedent owned an undivided one-fourth int.) Mineral rights as reserved in deed of Mary J. et al., to George Fedinetz, July 20, 1956, and recorded Volume 968, page 315. the s am e are Hicks, widow., et ux., dated Deed Book, l For chain of title, see Certification of Real Estate to the Recorder of Deeds of Washington County, Pennsylvania by the Clerk of the Orphans' Court of Washington County, Pennsylvania, the same being recorded in Deed Book, Volume 1102, page 575. (Decedent owned an undivided one-sixth int.) .; \ ,., ., ' 7~3-<: o· --_ .•. -t- ( 1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH ;:tfia Not It Assessed 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 / V;oP· ~ t-16.66 .s: 6/{,. ·ro G $ ~ 6(F t (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) ~hj . : - / - P.GC-35, COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "13" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tang~ble and intangible personal property owned individually. by the decedent, at the time of his death. Property ow~ed by the decedent join~ly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible .personal property should be listed first (e. g. jewelry, wearing apparel, household goods, and fUrnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as b~nds, 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 o~ 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. l Item No. ITEM List and describe fully UNIT ESTIMATED VALUE MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) 20sh. 53sh~ 22lsh~o 00 sh~o 14 sh 50 sh 00 sh 42 sh 00 sh 00 sh 05 sh 00 sh Olin Mathieson CheD:J-ical Corporation, com Columbia Broadcasting System, Inc., com. Pennsylvania Power & Light Co., cdm. Revere Copper and Brass, Inc •. , com. Squibb Beech-Nut, Inc., com. West Penn Power Company, 4!% Pfd. General Motors Corp.,$5. Series Pfd. American Telephone & Telegraph Co., com. Duquesne Light Company, 4% Pfd. Duquesne Light Company, com. Philadelphia Electric Company, com. · PhiJadelphia Electric Company,4.4% Pfd. 45 $ :sst-:3,6·'- 32-9/ 6 34-3/ 51-5/ 6 71-1/~ 84-3/~ 55-5/ 6 32-7/E 30-5/ .. 6 31-1/~ 73-l/~ . 9QO.OO 3(!)8.9' •. '90 7lgt6. 31 ... 6950.00 718.38 I ~ j , 3556.25 J J t 8475.00 b,.... 13385.63 . ·"·-· 6575.00 ·. 3031.25- 3281.25 . 7350.00 1/ Cash $64,'508.97 ss1.oo ,tJ.K .. Dec.lO Checking 1XIccount, The Union National Bank of Pgh.; Mt. Lebanon, Pa. Office ·savings Account, The Union National Bank of Pgh., McDonald, Pa. Office Komoko Investment Club-No. 2 Liquidation Komoko Investment Club-No. 3 Liquidation Komoko Investment Club-Prepaid monthly payment Checks: r 11/25/68-Hornblower & Weeks-Hemphill Nowes 11/29/68-Revere Copper & Brass, Inc. 12/2/68-The Equitable Life ~ssurance So~. 12/11/68-0lin Mathieson Chemical Corp. 12/10/68-Squibb Beech-Nut, Inc. Allstate Insurance Company-Unearned Premipm 1965 Chevrolet coupe (Corvair) Furniture: Living room •••••••• $ Small living room •• Dining room •••••••• Kitchen •••••••••••• 4 Bedrooms@ 50.00 .. $ 75.00 25.00 50.00 175.00 200.00 525.00 ( 1/3 int ~) Paycheck, Revere Copper & Brass, Inc. Insert this.total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. X X 883.51' ~ )( j'' . 2016.72. " 1898. 04 ) J "1\ 413.2,3 -rr .J 60.00 56.25 75.00 '7 .Y N ~ 30.00 D 1\ ' 6.00 5.25 94.50 650.00 141 175.00 ~·~~ ......... - 294.18 I . RCC-30 CO~~fOWVEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C'~­ TR.ANSFERS (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) Yes (3) If the answer to (1) or (2} above is in the affirmative state: (a) Age of decedent at time of transfer _5~8~----- (b) State of decedent's health at time of making the transfer. (Note 1). Good. (c) Cause of decedent's death. (Note 1). Coronary Occlusion (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 there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) ________ _ (b) What was the transferee's age at time of decedent's death?--------- (5) Did decedent in his lifetime make any transfer without receiving a 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 the property transferred? (Answer yes or no)~Nuo~-------- (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 sub.Ject to change, because of a reserved power to alter, amend, or revoke, or which co11ld revert to decedent under terms of transfer or by operation of law? (Answer yes or no) No , (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) __________ __ NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM A DESCRIPTION The decedent purchased for himself and his sister, Vera M. Hicks, the following U. S. Savings Bonds, Series ~": · 1 200.00 -12/66 •••••..• $ 160.80 / 1 -200.00 1/67 ••••••••. 157.60 ,/ 1 200.00 2/67 •••••••• 157.60 ./ 1 200 • .00 3/67 •••••••• 157.60 / 1 200.00 -4/67 •••••••• 157.60 r 1 -200.00 5/67 •••••••• 157. 60 ./ .i' 1 -200.00 -6/67 ••.••••• 157.60 _, 1 -200.00 -7/67 ••••• · ••• MARKET VALUE (Estimated) \) ~~l 154.56~ 1 200.00 -8/67 •••••••• 154.56/ ~-............ 1 -200.00 9/67 •••••••• 154.56 ../ v () l -200.00 -10/67 •••••••• 154.56-1 1 200~00 11/67 •••••..• 154.56 -1 -200.00 12/67 •••••.••• 154. 56 _,/ J 1 -200.00 1/68 •...•••• 151.68 / 1 200.00 2/68 •••••••• 151.68 -l 200.00 3/68 ••••••.•• 151.68 1 -200.00 -4/68 •••••• ~. 151.68 .r-1 200.00 5/68 •••••••• 151.68 \.. 1 200.00 8/68 •••••••• 150.00 ...-1, -200.00 9/68 •••••••• 150e00 1.--It ~Jiy Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. t$ 3092.16 DEPT. VALUATION (Dept. Only) ~ CCM"IIh)NWEALTH OF PENNSYLVANIA ' THt\1\SFTH INHERITANCE TAX llF.~InENT DECEDENT SCHEDULE "E'i JOINTLY OWNED PROPERTY 1:\STRl'CTIOl\S: This schedule must disclose all property, real and personal, owned by the decedent jointly with <mother or· others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated tmder Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real. estate value in estate valuation column; Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-o-wners to the decedent. Description of Property, Date of Acquisition, Name l Unit. Percentage Estate Address and Relationship of Co-Owners, and Place ~ Value Share Valuation D~ARTl!ENT VALUATION CAUTION-Do not Write In This Space. of Record of Instrument, where Real Estate. l Value of Value of Entire Decedent's Property Interest DDtiJOclll'l.mmi:XiXOQ!III:IfXJxX u. s. Savings Series (E") Bonds issued to Alfred Hicks or Vera May Hicks, his sister, who resides at R. D. #3, McDonald, Penna. 15057. I 1-$100.00-Issued 1/58 1-100.00-" 2/58 $ 113. 0~ ...]& . .s -1._ 1-100.00-" 3/58 1-100.00-" 4/58 1-.100.00-" 5/58 1-100.00-II 6/58 1-100.00-" 7/58 1-100.00-" 8/58 1-100.00-" 9/58 1-10Q.OO-11 10/58 1-100.00-It 11/58 1-1oo~oo-" 12/58 1-100.00-" 1/59 1-1 00.00-" 2/59 1-100 e.00-II 3/59 1-100.00-II 4/59 1-100~00-" 5/59 1-1oo~oo-11 6/59 1-100.00-" 7/59 1-100~00-It 8/59 1-100•00-" 9/59 1-100.00-It 10/59 1-100~00-" 11/59 1-100;00-" 12/59 1-100~00-It . 1/60 1-100~00-" 2/60 \1-100~,00-" 3/60 1-100.00-" 4/60 1-50·. 00-II 1/58 1e 50.00-" 2/58 1-5Q·~·oo:.. 11 3/58 , 1· 1-50·.00-" 4/58 1-50.00-It 5/58 1-50;00-" 6/58 1-50.00-It 7/58 1-50.00-It 8/58 1-50 • 00-II 9/58 1-50.00-II 10/58 1-50.00-It 11/58 1-50.00-" 12/58 1-50.00-It 1/59 1-50.00-It 2/59 1-50.00-" 3/59 1-50.00-" 4/59 1-50.00-" 5/59 1-50.00-II 6/59 Insert this total opposite "Jointly Owned Property", Schedule ·"E" in the "As Reported" column on the last page of this return. 110. 7~ ss. :3 c. 110.7~ ss-. J(, 110. 7~ 5"5· .3 (, 110.7~ s~ 3 (, 111. ~~ s-5. (.. 6 111.2, S~· G. 6 l08.9E s</. </ p 108. 9( s'/'. .Y P 108.9E 1..£"t./ J! p 108. 9E ) s-t/ ;_J f. 109. 4-:l s-t/. 7 0(_ 109.4~ sc/ 7 c:< 107. 2( ...5 .3. (, c 107 .2C ( S..J. ~ 107. 2( .s .3. (.. ~· 107 .2( 53. ~ 0 106. 9~ ~:.3. <..j.(p 106. 9~ J. ;j (; 106. 9~ , -s-3. "/ t 106. 9~:-s .3· :1/t, 104. 7~ --s c. 104. 7~ . s s .:;. ~ (. 104.9€ f'.r--.-s.:J. t/cf 104. 9€ \.JJ.s-...?. </ ,f 104.9€ S.:l. </! 104. 9€ -~ .?. ~P. 102.8Qi/ s 1 . ?lo 56. 5~ -< !'. t:/' 55. 3€ ~ J' {p .f 55.3€ all· ~j 55. 3E ~ ;. c.. r 55. 3E ~ 7· e:, J' ., 55 • 6( .;:; 1· g 0 . 55. 6g o2 ;. i ~ I ~!: !~ j! · ~ v I 54. 4~ £7. ~ ;; 54.4a .11· o~<-/ 54.7 o( 1 . ._g (pI 54 • 7 o11· .J' " 53 • s o1 G. . f a I 53 • 6 c2 {,. f 6 I 53 • 6 ..1 (,. 3 6 53. 6 ;(.... ~ 6 · 1 53.4 ~{,·?f>.l i 'd.) .._ .. SCHEDULE "E" JOINTLY OWNED PROPERTY 1-50.00-Issued 7/59 1-50.00-If 8/59 1-50.00-If 9/59 1-50-.00-" 10/59 1-50.. 00-" 11/59 1-50.00-" 12/59 1-50.00-" 1/60 1-50.00-If 2/60 1-50.00-If 3/60 1-50.00-If 4/60 1-100.00-" 5/60 1-100~00-" 6/60 1-100.00-" 7/60 1-1oo~oo-" 8/60 1-200.00-" 9/60 1-200.00-If 11/60 1-200.00-" 12/60 1-200.00-" 1/61 1-200.00-If 2/61 1-200.00-II 3/61 1-200.00-" 4/61 1-200.00-II 5/61 1-200.00-" 6/61 1-200.00-If 7/61 1-200.00-" 8/61 1-200.00-If 9/61 1-200.00-II 10/61 1-200.00-fl 11/61 1-200.00-" 12/61 1-200.00-" 1/62 1-200.00-II 2/62 1-200.00-If 3/62 1-200.00-" 4/62 1-2'00.00-II 5/62 1-200.00-If 6/62 1-200.00-" 7/62 1-2QO.OO-11 8/62 1-200.00-" 9/62 1-·50.00-" 5/60 1-50.00-" 6/60 1-50.00-II 7/60 1-50 •. 00-" 8/60 2-100.00-" 10/60- 1·-200.00-" 10/62 1-200.00-" 11/62 1-200.00-" 12/62 1-200.00-" 1/63 1-· 200.00-" 2/63 1-·200.00-" 3/63 1-'200.00-" 4/63 1-200.00-" 5/63 1-200.00-" 6/63 1-200.00-" 7/63 2-200.00-" 8/63 1'-200.00-If 10/63 1'-200.00-" 11/63 1-200.00-" 12/63 i-200.00-" 1/64 r-2oo.oo-" 2/64 1-200.00-II 3/64 1-200.00-" 4/64 1-200.00-II 5/64 1-200.00-II 6/64 1-200.00-" 7/64 / (100.92) (180.08) $ 53.46 53.46 53.46 52.36 52.36 52.48 52.48 52.48 52.48 51.40 102.80 103.00 103.00 103.00 206.00 201.84 202.24 202.24 202.24 202.24 199.76 199.76 200.16 195.68 ~ 195.68 ~ 195.68 /'· ...... 195.68 195.68 196. Q'b _ _L~ 191.$p -, 191.60 '---' 191.60 191.60 191.60 191.92 187.68 187.68 187.68 51.40 51.50 51.50 51.50 201.84 187.68 187.68 188.00 183.84 183.84 183.84 183.84 183.84 184.16 180.08 360.16 180.08 180.08 180.32 176.40 176.40 176.40 176.40 176.40 176.64 172.72 ( Cont 1 d.) l I SCHEDULE "E" JOINTLY OWNED PROPERTY 1-200.00-Issued 8/64 $ 172.72 JC--.J~ 1-200.00-" 9/64 172.72 ,f~·:fCo. 1-200.00-" 10/64 172.72 f&· 3 G, 1·,.;200.00-II 11/64 172.72 ~L-3~· 1.-200.00-" 12/64 172.88 !~· ~/1· 1..;200.00-II 1/65 169.20 1 .. 200.00-" 2/65 169.20 jL.j '"0 j'/, ~0 l-200.00-" 3/65 169.20 J-'-1 (, 6 . 1'•200.00-" 4/65 169.20 5q_ ~0 . 1·200.00-" 5/65 169.20 ~L~ ~0 1-200.00-" 6/65 169.36 J¥ ~R 1-200.00-H 7/65 165.84 ~:I. 9.t.. 1-200.00-" 8/65 165.84 fj.fi._ 1'-200.00-" 6/68 151.68 7 s. JL/ ~·~ 1;..200.00-" 10/68 150.00 ?S·oO ' § ~-i'-200. oo-II 9/65 165.84 -i#~ 1-200.00-" 10/65 165.84 fL. 1-200.00-" 11/65 165.84 f..Z. 1~200.00-" 12/65 167.68 s<( \ ' J:-200.00-" 1/66 164.16 . .f.J. 6% 1-200.00-tt 2/66 164.16 rol62 ~ !-200.00-" 3/66 164.16 .f 2..-oS 1.-200.00-" 4/66 164.16 ~J-o$ ], .. 200.00-" 5/66 164.16 2-J-of ~ 1-200.00-" 6/66 164.16 0);}D! · 1-200.00-II 7/66 160.80 ~0 . J:-200.00-" 7/68 150.00 ~00 ··3-200.00-" 11/68 (150.00) 450.00 66 . 1-200.00-" 8/66 160.80 . -/'o . 1-200.00-" 9/66 160.80 £6. lj'o 1-200.00-" 10/66 160.80 ~6-</o 1-200.00-" 11/66 160.80 Jo· r;6 . 1-200.00-" 12/66 160.80 f-6· ;;6 . 1-200.00.;, II 1/67 157.60 jff_So 1-200.00-" 2/67 IS\ 157.60 78·b D 1'-200.00-II 3/67 ~ 157.60 1~-&o 1~200.00-tl 4/67 ~ 157.60 '?K· &O . 1-200.00-n 5/67 157.60 1?f· kO 1-200.00-" 6/67 I? 157.60 -1 g-. f;o . ·~ 1-200.00-" 8/68 "? 150.00 j.)', oo 1-200.00-" 7/67 154.56 1-200.00-" 8/67 \) 154.56 . IJ1. ~g ~ ~ ; 11· j_ & . 1~200.00-" 9/67 154.56 . i'J· ~~ 1-200.00-" 10/67 154.56 I ' 11· j ~ 1-200.00-II 11/67 154.56 1-200.00-tt 12/67 \, 154.56 "7 '7. .;7 ¥' I 11-;g 1-200.00-" 1/68 ~ 151.68 .. 1S. 5lf 1-200.00-,, 2/68 151.68 1-200.00-" 3/68 151.68 7~-~q 1I· 1-200.00-" 4/68 151.68 15"· g~ 1-200.00-" 5/68 151.68 ·1.s:. Is . 1-200.00-It 9/68 150.00 '7.S. co.;, . $ 22,693.38 ~ II, j tJ;, Checking Account, McDonald Office, The Union National Bank of Pitt3burgh Alfred Hicks and Vera Hicks, K,J~~ 0 F/r.J ,), {, ;_ 3, s-6 his sister 5,246.99 ~~9~Q.37 / ... ~ 7 '?o. 17 \ h -.. . . ... RCC-37 (12-63) . . ·l'lHI}lt):'\\\'L\l.TII OF l'E:'\:'\SYYl.:\NIA TRANS~'ER 1:'\\IEH\TA!'\'CE TAX RESIDENT DEL'EDE!'\T .•. l· .• ~. ' . SCHEDULE "D" BENEFICIARIES ·Jt-~~4'~-'\'' ;' RELATIONSHIP BENEFICIARIES AND ADDRESSEs•· _, "' (If step-children or SURVIVED State full names and addresses of ap who illegitimate children DECEDENT ave an interest, vested, contingent or other-are involved,· set STATE' YES wise, in estate) forth this fact.) OR NO Eva H. Urbanic C! ·Sister Yes 9723 Idle wood Avenue ~Jl . ,1),• . . Cleveland, Ohio 44144 f.i,;i: Harrv Hicks R D :/l;z., RoY 40A McDonald. Penna. 15057 BrothAr YAP. Vera M. Hicks R. D. #3 McDonald, :Jl»enna. 15057 Sister Yes Glenn Hicks R.D. #3 McDonald, Penna. 15057 Brother Yes Bertha B. Hicks 415 w. Lincoln Avenue _, Sister-in-Law McDonald_~ Penna 1 SOS7 Yes ' ... : ... . I~ ~ . ... ' ~ . . . ,_ DATE INTEREST OF OF BENEFICIARY IN ESTATE BIRTH 1/4/1917 See copy of Will attached . ... 12/30/191~ II II " " --- 5/4/1927 II " " " --. 1/13/1920 " II II " --. 9/4/1911 1f • ,".1 " II ' .. Deponent further says that all' the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ' .. . - I . -..... ---~~-,-~~-------.....-------:::'----- -(Executor-Administrator· must complete "As Will ~ No. II Re.ported'~ column #1.) Administration Year 6.9 .•.... ....... .. ' - II CJ ...., '"t:l :::0 '"1 '"1 Cb Cb ·II 0 Ill '"1 e.:. r.-< THE ;.· Vl . ::l .Vl Vl Vl 0 ·-........ ::l '"t:l ...., Cb e.:. '"1 \lATTER OF THE APPRAISEr-.·lENT Ill '"1 0 Vl X '"t:I'O Ill '"1 Cb ·-II C"' 0 '"1 OF THE . ~ '0 ~ trl Cb :--: '"1 II d EST.-\TE OF II Vl ..... ..... '< Ill ..... Cb II ,. II ALFRED .lii.Q:£{3.,_ .......... Deceased II . / Late of ... JVlt .•.. Pleas.ant ... T.owns.hip. .. Washington ,. en County of ········· ····--····· .. -t .. c: ~ ~ c;;ommo.nwealth of Pennsylvania II > :::0 ---.....:: Vl Vl Vl (') (') (') II ('' ?"' ::r' ?"' REPORT AND APPRAISAL II Ci ~ > ; ;: ...__.. ...__.. ...__.. ~ • II ~~~~~.~ ·~· -~ ; tO~ 'VI I('. ·tt» -... . ·~·: 0· : :o :~ :t'\) > ;; II -.;J : :tO ....;]. :m Vl I I ,, e, : ro ~ :m ::o-.... :· 0> :• .g >-- II ~· :~--' en m s; ..._.. ,,· --Q .O'l ·'. (}) ..... " . ~ \: c.. ,. I ~~ II -en~~~~-)'~ ! ~ ~ .... ~ -: J~~ h> '. :~ . ~ ~ b ; II ., <. ~ ~ : "-r._ f--. .. :~ ).1 ~ 2' tv . . . .., . :"-('\ •. g . ..._.. II ~ ~ .. 6""\~ ~~ r. John C. Rogers,Attorney --. "-l : : 'r-. ..::: ·:l •\ , . ~--., -~~-, ~ ,--) ' ' ' .. ' ' CO~MONWEALTH OF PENNSYLVANIA . D_EPARTM.EN·T OF REVENUE . . • < . -'(~.:,, .r~~\1. ,_;Af.,.: J.l.t r BUREAU OF COUHTY'COLLE.CTIONS I . jl' ~--y:,-. t .~ INHERITANCE TAX DIVISION r; R C C·B I (2•64) •. , IN YOUR RIUILY PLEA8£ RKnR TO 37-173-5 NOTICE OF FILING OF APPRAISEMENT VERA HICKS & GLENN HICKS (Executor~~)· In Re: Est ate of ____ __:.AL=F.:.:RE=D...;;HI:.C;;;::K.:.:S:;._...,.......,.... ____ _ _____ ....;.i';.;;.;lA;.;;;SH;.;;;I;;;;;N.;.;;JG;.;;;T..;;;CN;.;.__ ____ County -File No. 63-6 9-16 You are hereby notified that the original appraisement in the estate of Alfred Hicks has been filed in the office of the Register of Wills Qf Washington County on Aprj 1 8 , 19.1Q. Said appraisement reflects· the following valuations: Real Estate --------"'-5L' 0::.:;1:;.::6::..:•.;;6.;,6 __ Personal Property ___ ...J7~1::.zz~7.;1~7..:.·~64-5 __ Transfers _____________ 3u·~0~9~2~.1~6~--- Total ------------l7~9~1~8~2~6~·~L7.· __ ·· ~· As to s:uch ~ax that is paid within three months .from date or· death, a five (5~) percent discount is allowable. As to any ~ax that remains unpaid a'fter one year from date of death', interest at the· rate of six (6~) percent per an·num is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provlc:ied by law • . Date ____ ~A~p~r~i~1~8~·~1~97.0~----- DATE OF DEATH: December 13, 1968 Note: This· is not a bill. ,------------------------------------------------- " '• ~ ··. ·fi ' R C C·39 ( 5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT -• .. ··--.... ' SUMMARY Estate of HICKS, ALFRED (First Name) DATE OF DEATH 12-13-68 FILE NO. 63-69-16 (Last Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: ''-----0=4:J:...-....:::0-=.8_-7':-'0:..__ ___ _ 12-13-68 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 iterris where a greater or lesser amount is set forth in the Jast 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 (SCHEDUL.E, F) CLEAR VALUE OF ESTATE Valuation of life estates or VALUE AS APPRAISED $ ·· 5;o:ue --~-q:(f_~ 71 717 '6S rr;o.c.o 4/ annuities . . . . . . . . . . . . . . . . . . . $-------+-- ESTATE TAX ASSESSMENTS $ ________ ..J.__ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on·$---------------+----2% Tax on $ ---------------1-----6% Tax on $ ----------------1---5% Tax on $ 1 Tax on $ 15 $ _____________ ~---- $ ____________ ~---- $------------~----$ __________ -4--- $ ___________ ~---- VALUE AS REAPPRAISED $------~~~~~- Exemptions==========1~= 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 $=====~== Add interest at rate of 6% from --,--------to ------$ _________ __~ __ _ AMOUNT OF ESTATE TAX ASSESSED $--------+-- Estate tax paid $ ______ __~ __ BALANCE DUE Add interest at rate of 6% from ----------~10------- $ __________ __~ __ __ $-----------4--- TOTAL TAX BALANCE $ --------+--- pAID $ -------------1--- 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 .................... Year IN THE ............ MATTER OF THE APPRAISEMENT OF THE ESTATE OF ALFRED HICKS Deceased ~~~---·· m.~~mT~. ·············· ·····~·············· •..........••........ County of ..... . WAS.Hl.NGTON. .................. . ·Commonwealth of Pennsylvania REPORT AND APPRAISAL .. ~- . ~ Form RCC:-2· DATE ................. .!\P~.~::b ..... ?..L ... J.::.9.7.9. .......... . ... , DEPAR~MENT OF REVENUE' ; B~E~.J OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT :::. ::::~=:~:::~ -:I Whereas, .............................. AM..r..~4. .... Hi.9.~.~ .............................................................................. late of ....................................... !.1~-~ ...... f.~~.B.:~.a.:r.?:~ .. J~.P..! ........... . in the County of ..................... W.9.-.~~-~!Jg:i'.9.~ ............................................................................... Commonwealth of Pennsylvania, having died on the ............................. l..J .... th ................................................. day of .................. P.~.c::~b..~.r.: ................................ 68 . I 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... , ............ W.~;R.~ ..... Qh~?:.~Y ............................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ REALTY: All that certain tract of land situate Mt. Pleasant - Tonwhsip. Washington County, Penn sy 1 vania, containing 1 '31.88 acres as the same is more -particularly descr:ibed in deed of Carnegie Coal Corp, to Alfred Hicks and Mary .. Hicks, his wife in Deed Book Vol. 694, page 358. 5,~ i ('',: -t-·-- See copy of Schedule "A" attached to appraisement 5,016 66 PE!:l.SONAL TY : .J See oopy of Schedule liB II attached to appraisement· 71,717 65 TRANSFERS: See co nv of Schedule ncn attached to a·n:oiaisemeht 3,092 16 ' Total 79,82t 47 rorm~;·:;:~hb;;,: ::~h~worn ·cc~~ ~~-~~ 0~··~~~ cer~ ;b~§~is =~}!(_ Appraiser -~~~~~~·,································-···--;~~~:. j .......................... WASH;I:NQ'I.'ON .. County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ALFRED HICKS ,a Deceased. Late qf MT. PLEAS ANI' TlJP • Date of Death, ........... P.~.9.~P.~:'f. ... ~.J..L .. J.99.$. ......... .. Appraisemel!t Docket Vol., ............... ..3.7.: ........................... . Page, .... 173.~5 ........................ No ..... 63.~6.9~16 .............. . Filed in Register's Office, ... AP.r.;i..:l, .... $..L .... J9 ... .7Q Amount of tax due, $ .................................................................. . ·- DEPARTMENT OF REVENUE Received, Examined and Approved, ,,,, Wrote abo.ut Appra.isement, Appeal f,.om Appraisement, ' Entered and charged, ·-,! .. \ Form RC C-10 ~ J ---0 f-/~ DEDUCTIONS ALLOWED IN V" OFFICE OF THE REGISTER OF WILLS "7( 3 :;;_tc./ THE SUM OF • . . • . . . . . . . . $ ... [.: .............................. ./. .... . oF Washington COUNTY STATEMENT OF DEBTS AND DEDUCTIONS DATE APPROVED fJ?.:.?:}~ .. ~ ... ~~ AND AGENT OF THE COMMONWEALTH Reglater of Wills, Agent ~· .• ' ESTATE oF _ _..A!i...!..1 -~..f-~..r:..teud.l...-Hr;;u.i.I.;c~k~s.__ ____ LATE oF Mt. Pleas ant Twp., Washington Co., Pa. DATE OF FILING APPRAISEMENT July 23' 1969 DAu oF DEATH December 13. 1968 DATE NO. OF NAMli: OF PAYEE REMARKS AMOUNT VOUCHi;lt 1969 Jan. 9 Edwin G. Wilson Funeral Hom S -li11YlA1"J:l 1 c:::t A1">7; I' A c:::t 1496 00 ..t!;Xp., saTe of 20 shs. 30 Kay. Richards & Company Duauesne Light Co. ~om ]] 1 s .t!iXp.' sal.e or cl. sns. 30 Kay, Richards & Company Philadelphia Electric Co •. c Dm. 11 56 ' 30 Kay, Richards & Company Exp., salf ~~ 4g shs ·,fr1 DuauARnA ,; o-1t. ~n ~ 99 lA Feb .. ~1 Larrv Zimmerman 1/ITJ:lo-e 'llJ:lY 88 65 Mar. 8 Eauitable Life Assurance Soh -Refund (div ) :z.n .nn M.c!"\T ':)_7 Simon 11\Thi t:A fir Snn!'! GY'J:l>Te mJ:ll"ke-r 1AA on July ?2 John c. Rogers • .&.tty.at Law Attornev's fee 47()() ()() 22 c. Rogers,Atty.at Reimbursement for costs July John Law ~rln ""'" ,-,,4 • Russell Marino. Reg.ofWili Letters ·Testamentary and s Short Certifi~.c~tA!'l 41 c;n Filing Inventory and A"" m,,..:;-r, 24.00 Certified copy of 5.50 lAT~ 11 Washington County.Renorts Adv. of Letters 14 00 Record-Outlook Adv. of Letters 8. 50 93 50 Dec. 12 Mary Johnston. N. P. Notary fees h 7S Dec. 18 John C. Rogers Attv at Law R.c~1 Of .c~ttol"ne\TI c:::t fAA<::! rz..?P. nn 1970 Mar. ~1 Parker-Hunter. Inc. Transfer of stock 100 ()() ~8 Parker-Hunter. Inc. Transfer of stock h :z,c; IS7.132. 1Gb !c./ t~tl ~ .. • COMMONWEAL.TH OF PENNSYL.VANIA } ~~ 88: COUNTY OF Washington Hicks. HEREBY CERTIFY, THAT. TO THE BEaT OF W~ ·YAra Hicks and Glenn , .. . MY KNOWLEDGE ·AND/BELIEF, THI!: FOREGOING IS .A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSD OP' ~cll(_.:~~s~':f.ATION.s~e,;.-~ED To THE ESTATE oF Alfre~d Hicks,~ DEcliAs&o. As DECUCTION!i ..-oR ~INKERITANCE TAX PURPo.~ES. • / ~ (L. S.) -SWOR"N AND SUB;,CRIBEC.I!IEFORE ME THIS Oli d\. CAY 01' ~a· er""a lC S -. s .. "'_.LL /) ~ 1 e .A:/Aa....._ '· ~ (L.S.) NATHALIE F NSON, NOTARY PUBliC Glenn Hi kS WASHING N, WASHINGTON CO .. PA. fi!Y COMMISSION EXPIR:s NOV. 17, 1975 .• J r ........... r .-~ -•' ( ( . . '. I " \ •' '·' , .. , ~ . . ' '; -' ·-" 1> f ..1 ~. ' r I i~ r r ...... .• ,1'' t;l\). , . f !~ \. ~ I ~ ~ . 0. .. , .0 .-'\ _/ \ ,,. ' ' ... i. ·t • ! • \. .....(., ·' ' ... ~ ..... -~ ~ . I:., :::.!.Jj I .....,.,;.,.~ .... ( r ( " r- r··,. -~· l•j ·-·----···-... ·----··· ':! •. ~..;. .,.., .. "'+ ~ ·' . J ·' i ' ,. :1 ;. • J ~·.(. J ·.t ·1 )r;--:~:.· . '·' ,, ,. <' 'Cf) <i_ '· 0--ln.. ~-~ --> 0 0 ~ ·-.J,.j 1-~;,··r..f) 0 (./) W.c:;( C:::::;;: I ·( ·' ' ,. . , I' .J .... · f., ' .. u' '·. ,..l':· j_.,. ,. .·,., .[ J . -'-- ,, ~' ~.. _, .. ~ .. ~:--~ ·----,-.. ~ . ,;:,~,.-.. ' . ') ( , .. ,, 4 ~ t · ..... ~· + .1,.) j J, ·. .. ·, ' !, ( .. f ' • . -'-~ r ·. . ~ l -.· 'I :; • j • ., ' o··· r-_ _,, . c ., "· .. .. , r . ' . '' ' •·-:~ ·'·'. ., ! • .. 1 I ( .(. •! . J. .l~.;. , ·' r '. ' .. ' '~ r , ... )'.( . ~ \ .. ·. 1-•• \ ' ,, -... ,~.., ' ·' . ~·· .. .. . . ~ ~~ ,~>I·· ..... ~ 0 ~ I < "' ·~ ' I ,j ',Jo''"'J ... ~ .. :·:·t .'i 7i1.1A:•t;•,:• ;~Oill:1lciZ.W . . ;.,\1'; 0;1-Yf,; .~' ·.,cu "' ·.· ~ ... '., o·,). I: f. ,· ... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG RC C·81 (6·73) 17127 IN YOUR REPLY PLEASE NOTICE OF FILING Or APPRAISEMENT VERA HICKS & GLENN HICKS (Executor~~~ REFER TO 37_173_5 Inheritance Tax Division In Re: Estate of __ ..:..::AL=.::..F.:....:R=E=-D.....:.::H=-I-=-CK:.:.S=-------------- lvASHINGTON County -File No. 63-69-16 Dear ·Executors: You are hereby notified that the supplemental appraisement in the estate of Alfred Hicks has been filed in the office of the Register of Wills of liashjngton County on April ] , 19_75, Said appraisement reflects the following valuations: Reo I Estate-------:::--:::-=-::--=-=----- personal P roperty ___ .=5:..,,L.:0~7~0~.!...9=-.4-=------ T ransfers ______________ _ Jointly Owned----~-------- T ota I ______ _:::.5~07.!_0~.!..:9~4~--- 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 af~er nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who i's aggrieved by this notice may object thereto within sixty ·days after receipt of said notice as provided.~ 1001 ·of the Inheritance and . · Estate Tax A~t of 1961,72 P. S. 2485.1001, P. L~A'-· -~ .d" Date Apr1l 1, 1975 S1gn~d ~. ~ ~c7yf Title CHIEF APPRAISER DATE OF DEATH: December 13, 1968 Note: This is not a bi II. / . .... -:;;»'_ .... W''' RC·c.gg (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUPPLEMENTAL SUMMARY Estate of HICKS, (Last Name) ALFRED (First Name) DATE OF DEATH 12-13-68 FILE NO. 63-69-16 (Initial) REPORT OF INHERITANCE TAX APPRAISER 1, 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 [o.lh opposito each item in the last column to the dght i~ "A", "8", "C", Dated: . April 1, 1975 ~~ R INHERITANC TAX APPRAISER 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:------------------ SUPPLEJiJENTAL REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ ' $ $------------~---s.wu--g;;r Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or arinuities . . . . . . . . . . . . . . . • . . . $-----------4---- ESTATE TAX ASSESSMENTS $ _________ ..1,.__ 5.070 94 None 5,070 94 . • I FOR USE OF REGISTER ONLY COMPUTATION.OF TAX Taxon$ _________ ~-- Tax on $ ------------4--- Tax on $ ---------+-- Taxon$ _________ ~-- 2% 6% 5% Tax on $ -------------+----"...._~15% $~------4~- $ _____ ~~~-~~-- ..... ''1 $------~·~·-~~~~ $ ~~ -----------~-e---$ _______ -4~-- C.' ~ Exemptions • ~ (*) As evidenced by Charitable .' . Total Estate _______ -L--- TOTAL TAX $------------L--- 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 ----- $======4== $-----------+-- $====:::::!=:= AMOUNT OF ESTATE TAX ASSESSED $---------+-- Estate tax paid $ _____ ___.~ __ BALANCE DUE Add interest at rate of 6% from $-----------4--- $------L-- $ __________ _J ___ ----------~·o-----$-------~­ TOTAL TAX BALANCE $ -----+-- pAID $ ----------....1....--- 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 .. ALf.R}l;.D. .. JU:. CK$ ....... . Deceased McDONALD Late of. County of . WASHINGTON ........ ········ ..... . Commonwealth of Pennsylvania REPORT AND APPRAISAL - '., . ' .. ~ . -· . ' Cj ..,_ ~---~ ~,;~ '. :v -:· :-.: -! :-·., .. --=, :·-: -, r •• . ~ ,,·~ DATE _A.:....p_r....;.il;__l;;;;...L,......;l;;,_9;_;7;_;5;__ __ R C C-2 (2·64) . "' • ,' DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA, 17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY _W_a_s_h_J._· n_g::::.t_o_n ___ _ FILE NO. 63-69-16 Whereas, ____..A~l....,f .... r~e....,d~H""'i~c,..,k~s.._ __________ late of McDonald in the County of __ ___:.W:....:a:..:s:..:h:::..:l.=· n=g..::.t..::.o:::..:n;__ ________ Commonwealth of Pennsylvania, having died on the 13th day of ----==D-=e:-=c:....:e:..::m==b~e::..::r:...__ ___ 19 68, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, Frances Leo 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. SUPPLEMENTAL Unit Appraisement Description of Auet Made for Inheritance Assets Picked up from Schedule "B" f1 Schedule "I" of form 706. Values Tax Purposes These assets were not renorted on the Inheritance Tax Return. $ ./ PERSONALTY: 1) Dividentd on 221 shs. com •• Pennsylvania Power & Light Co. paid on 1-2-69, decla~ed prior to 12-13-68. 86 19 2) Dividend on. 242 shs. com •• American Telephone & Telegraph Co •• Paid on 1-2-69 declared Prior to 12-13-68. 145 20 3) Dividend on 200 shs. 4% Pfd., Duquesne Light Co., paid on 1-1-69, declared prior to 12-13-68 100 :oo ·--. ' ";"l ; -. ' ' -4) Dividend.on 100 shs 1Com •• Duquesne Light Co ••. pa1d on ,. 1-1-69 declared .prior to 12-13-68. ,_, ' ,, 41 50 ~~,. ' ' .,, .. ' -; ' ,...\ _Sl -. ~ Dividend on 105 shs. com •• PhiladelPhia Electrix ·co •• ~ . . ' '' paid on 12-20-68, declared prior ~o 12-13-68. .,; :. 4:3 95 . ~ . -.. ...: 6) Conn. Gen. Lif.e Ins. Co. (Revere.C~pper & Br.ass, Inc., . . . plan) Total payment $5857.37, :cash Val •. cont:'. by the Co. ~ _$5714. 94. Insured's contribution -$1735.00 1,735 00 7) Prudential Ins. Co. of America (Revere Copper f1 Brass Inc. Plan) Cont. No. 231-Certif. No. 172. Total Value- $3506.19. Insured's contribution -$2920.00. 2,920 00 Total 5,070 94 Having been duly sworn accor~o law, I do hereby cer 'fy th~~;t the above appraisement is made in con..:_ formity with law on this / -day of , 19 . ~ .Appralaer ~ r "t-;., ~ ··1 ~· .. , -, =-: 4 ... .... f ) ~ ~ .. -) v = I"' \1 :_.., ,:o- .. '1 <J.J -, ..... <: ..... .. .. • ., _.., . '-- 1-': v ...1 .,;: '. . . . .... -j , ... 1--, ' 0 .. . ( ~ .. .. .... --' ~ -' "' ..... l ::::-.... ..4 ·'= -.... ·• . ::> ., c· I ;-;., :"'t-v.- :'! ... ~ -0 ( . . ·:::, ..--. 0 ~ ... ,. t.l ...... :;, 0 r··· .~ 1." :..: ..;) .. ~ ,J -, - ;--, l:> 1-•. ... :::. . 0 ' .... ...:· ~ I SUPPLEMENTAL H ~-WASHINGTON -J !-1 .) "II :-. ... "" .., County :-, .::-> -: ,.., ll ;-.., :..t ~::) -, :::: -, • I ,.:1 f--1 RESIDENT INHERITANCE TAX APPRAISEMENT : ,..... ~-.«~ Estate of /) 1/! ALFRED HICKS. Deceased. .. -. · .. Late of . .. ;..) M;cDONALD, .. , · ---o ··~ ' ~ . 4 Date of ;Death, Deceit).ber \1.3, ;)968 ,...., Apprais:;,te~t Docket v;i 37 \...... • . ~ • 4., _ __;;.--.• ---- P~ge, ; 7J~5 :~No. 63-69,-16 . ~l ' l ...., ~ .. . ' -~ .. ~ . ·e--: File(J in'.Reguters d[fi.ci;:: ...... "" --, ,_"" April 1~~ 197 5 -...:: ,Q ."') ..... A1nount of tax dtce, ... ·$--=-.;:---..:....,.-...,...----, -<.,.: ..;; ..: v ·-· ... , ~ ~ ~ ~ l ~ DEP ARTMENTilF REVENUE .. , . 4 "' . ... •J ..,.., ··1 ' . J Re_ceived~ .. ~ "\I 1..' . - t:""' ..... . - """'"'~ I .. \..' . ,;. ·:· (\. , ' . . . '- ~ "":. " .. ~ . '· 0 r• ....; v u N Eriimined and Approved;';· :•_ ..., ~~ ,.. ~ ;,:1,1 W-;ote cibo.lll'.Appraijement, .<J •: -i' I v ,...'! _....: ~· --~ h '"' ' .. . .... ,_ 0 ,_ 0 Appeal :jrom':,Appraisi.ment, • .... '-' r..J ....... ..) ~-~ ~ :: ' . ~ ~ ._} ..J ...... :--I ~­-u ::. ! "" ~ I !? h C" q ' ..... 0 ...,J ~ ... (~ ,_:- ~") ....: ..:: • ... ..,. ,..-....... ~ C"""' 'J .. "'-~.) EnferetJ1and""1chargedr ,_. : · · I . v-, ·-~· -, ,. , --t "'. ;-, 0 :_., ;-.. J ~· J • r ' ~, .... ,.. -. ;:- -\,'\1. • I ... .... 0 t .,. ~ -~ ~ ..._, . . (.') ~.l "" t: ... -= ~· ~ t:r ,...., A ,._ ,_. (') ... -;:'J I') .;) ~ ~ .j ti' . ~. ~ !'"'l :.J :--· I I -,. 0 c...~ ~ ..... ~ (."':" c .. , ~ -, u Q ... "::" ~ ; . ~ -· o· . ' .... . .. ::"! . ...:.. ·=- ..F ;i" ·' 0 ~....., l' . -' ..;, ...., ~ . .!) . 1 ~ c..: ..... ;1' ;:> ... ' ~ :'J ::::!. :.'J f"} ..., :::: .) .... .. .... .... 0 \.:f' 1-.• '' -"l: :l.J l ....., I f ~ .... ;:> h· ...: .:'l \. '-:! ~ ,_, :..; 0 ...... J ,., ....., ~ ~ ....... -- .. · '-4 w ,... ;:._, ..... .... . . ..:0 ·~ ... .., . -_.., -.j ·-; .., .u ... -;.J ..) 0 u " ~-.., t ., . •, -0 ' 4 .... G t ~-~~ ,·~-.· ~ :-~ 1 ·: .... . . ,;:--· . Jo---: ....... .... .... ,., ..... 4 ~ ... .. !:"l , . ..._, ., .... t'l 4 ~-. Q l-' :::::-... q . ~ c ~· .... C' Ll- .• ·.J ; . .;:- 0 ... r.. .. _,. .... rJ ~ ~ r: ~.., (,J 0 ::... _ _, :u 0 --1 :.! ..... 0 ,..._) 0 ...., -.. :::::T' .., ., ~-~ , ..... ...., .::: CT' u "" ·;.j •' ,..:; -;.l . .... ..._ t:r (.) ....: ,..... . .. :; l+ 1..) N ··J ~~ ~~ I~ . t: I. -, . i~ t ... .!,. I • ~~ 0 \) t.... :J ..;: u -. t; ,..l . -~ ~ , -· "' _ .. . -~ --. ·-=-LI- --, ~-... ....,; .J .·J :::: ::t. ... ., ~~ .... -.. 0 ~ ~ h . :"'!.. ,__ -. ~­. 1' J• .. .• ... ? . ,, ~ ~~ ... ric-.... ··~-· .• ·.~\f~~y· t' ~~· \ Q!nmmnuwralt4 nf Jruusylnauia.} · l!lu.s~ingtnn C!lnunty. B.S. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid on the 30th. day of December A. D. 19 68 , before me, I 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 Alfred· Hicks late of Mt. Pleasant Twonship in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Vera Hicks and Glenn Hicks the Exe.cutor S in said Will and Testament named, having appeared before me and taken and subscribed ' the oath of office prescribed by law; "'.. NOW, THEREFORE, I, Russell Marino ' "-; grant these LETTERS TESTAMENTARY, unto the said Vera Hicks and Glenn Hicks , Register as aforesaid, do committing unto Them the administration of all and singU'lar the goods and chattels; rights and credits, which were of said deceased, and requiring Them to exhibit a true and perfect inventory thereof into the Register's Office, at Washington,· within ninety days ·from the date hereof, and to render a just and true account of said administration at the expiration of six months from the date· hereof, and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at· Washington, this 30th. day of December, ,..._ V ·nine hundred and · S ix t y Register :OS ;.... ~ !: a t<j ~ ~ Clot s ~ $:.t Clot ~ ~ Clot ~ ... (. ·•·'l \. IL 0 ~· ~ rn UJ I I 'i I ' I ! I i i i Oli ~! I o: -rli ::q: rol I CDi J:.ti «i-ti r-i! ~, ! ; j.,:• • • ' • ~ ' ·~ -'~:". LAST WILL AND TEST AMENT . . r I, Alfred Hicks, of Mt. Pleasant Township, Washington ,.· ·county, Pennsylvania, do hereby revoke any Will or Wills by me at any t'ime heretofore made, and do hereby :nial\e, publish and declare this to be my Last Will, in manner and form following, to wit: FIRST I give ·and devise in equal shares unto my sister, Vera Hicks, and my brother, Glenn Hicks, all of my reale state. In the event that either my said sister or my said brother shall pre-decease me, then I give and devise. that share to the survivor of them. SECOND I give and bequeath in equal shares unto my sister, Vera Hicks, and my brother, Glenn Hicks, all of my household furnishings and effects. In the event that either my said sister or my said brother shall pre-decease me, then I give and bequeath that share to the survivor of them. THIRD I give and bequeath unto my sister, Eva Hicks Urbanic, my brother, Harry Hicks, and my sister-in-law, Bertha B. Hicks, a one-f~fth share each of all the common stock of ~merican Telephone & Telegraph Company, Pennsylvania Power & Light Company, Duquesne Light. Company, Philadelphia Electric Company, " and of the stock of Duquesne Light Company, 4% pfd., and General Motors, $5.00 pfd. of. which I am the owner at the time of my death. -1- .I I i I I I I i !----~---rr·--·-. --------~--~--~-~-. -. -7 ·--~-.. ·----~-~--.... ~. -···--·----- 1- ' ! I I ! . I FOURTH All the rest, residue and remainder of my personal property of whatsoever kind and wheresoever situate I give and bequeath in equal shares-unto my said sister, Vera Hicks, and my sai~ brother, Glenn Hicks. FIFTH I appoint my said sister, Vera Hicks, and my said brother, Glenn Hicks, Executors_of this my Will, to serve in· any jurisdiction and without bond or security of any kind. IN WITNESS WHEREOF, I have hereunto set my hand and seal this .. z~t:!!.. ·day of J4Fff i~.._ in the year Nineteen Hundred and Sixty-seven (1967). Signed, sealed, published and declared by the above named testator as and for his Last Will and Testament, in the presence of us, and each of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses thereto. -2- .... J.. ,. • . '-..... :.;,_: -~ · .• :;··~ ': ,,_-~.:_;/~ :.:~ ~:~· :.~~;--~. ::;,-:: ::.i.\.:.·< ~--,:~;;;:: {;;-J:.< -~·-~·-' _: __ :~_-,j: ... ~~i __ ;::'->~~ ·::~;: /~_:;..7~,; .. ~:;"; .. .;·. ,~_~; !"'' .\.:_·?: ~-7;':··' .-i:~'i..:.'. -< ~ ~\/:~,~ ~'~ :' -· .. l t t ! r ' f t r r I • t f { ~ 3--~ r-1? .. , Affibuuit ®f 1fxrrutnr ®r 1\bministrutnr · ~tatt nf :mrutta"lnauia, ~ 'IP' ::J SS: C!l.nuuty nf lllaa4ittgtnu Personally before me, the undersigned authority, a. .......... .P.9..ta;ry,, ... ];).u.b.~i.c .......................... in and for said County and State, appeared .......... :Y..:mM .... ~.Q.~.§ .... ~;mt .. Q:~.Nw. .... tl.IC..KS.,. ............................. who, being duly sworn according to law, deposes and says that 1hey a~ethe executorJm~ of t:he estate of ............................... 1.\..~.F.R~ .... :a.I.Q:KS., ........................................... ~ ..... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of.. ........... AJ.fr.e.d .... Hi.c.k.2., .................. , deceased except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item "' . --~ · -of·,re~.l ~d personal estate in the foregoing schedules are determined and state.d by the .undersigned to _..-· ;;b. e the:f~r value of said items as of the date of th~ ~ecedent's death, j~ed upon a JUSt apprru.sement of each :;: . d~e~,~age by the above named Executor s ~~9f:X <-£/~ ~ ~ i)o~1.7i:tu~~crib.~~ ... ~.~:;: ~~: th-is .. ~?..O::!:f.!:!.l ............. <~~l~ ..... ~~ ............ . __.. ·-'.· ~: f' ~=:~·~·r_~· · Execu~~~~~x _.--: ":'."'::-~,:-: ..... M.M~'t ... !! ..... !Qf:-!~tr-.-r.G~J ................. • .................................. Glenn Hicks ,,.Notary Public. w~shington, Washington ea.. ADDITIONAL INSTRUCTIONS · My CoQ'lmissicn Expire3 Jammv 2". 1 "71 • • • f al · 1. An mventory must Be filea withm t~ree ~on.ths ~ter appomti?ent o person .. representative. 2. A supplemental inven.tory must be filed Within thirty days of dis~o~ery of additiOn~ assets. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Origmal and 2 Copies and 2 RCRI-~3, 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 llnurntnrg an~ 1\pprai.srmrnt of the goods and chattels, rights and credits which were of .......... Al . .t'r.~.d ... lii.ck.s..,. ............................................ Jate of ..... .R. ..... D ....... #3..~ .... lliicD.o.n.ald., ........................... . Washington County, Pa:, taken and m'ade in conformity with the abO'IJe affidavit. - PERSO:mLTY Stocks: ,r / ,..---- (20 sh. 53 sh. com. @ 45, Olin Mathieson Chemical Corporation DOLLARS CENTS ~, -vA'"'"' 3 0 '51 I t-.221 200 14 50 t-100 ~242 -. ' sh. sh. sh. sh. sh. sh. sh. sh. sh • com. @ 33-3/4, Columbia Broadcasting System,Inc. com. @ 32-9/16, Pennsylvania Power & Light co.- com. @ 34-9/4, Revere Copper and Brass Inc. com. @ 51~5/16, Squibb Beech-Nut,_ Inc •. 4!% ~fd. @ 71-1/8, West Penn Power Company ~5. Series Pfd. @ £?4-3/4, General Motors Corp. com. @ 55-5/16, American Telephone & Telegraph Co. 4% Pfd., Duquesne L~~ht Comp~ny@ 32-7/8 00 75 31 ~ 00 38 25 t-.200 ,..-too ....-105 com. @ 30-5/16, Duq~esne Light Company com. @ 31-1/4, Philadelphia Electric Company Cash - The Union National Bank of Pittsburgh, Mt. Lebanon, Pennsylvania Office Checking Account, - The Union National Bank of Pittsburgh, McDonald, Pennsylvania Office Savings .6iccount, Komoko Investment Komoko Investment Komoko Investment Checks: Club-No. 2 L.iquidation $ Club-No. 3 Liquidation Club-Prepaid monthly payment 11/25/68 -Hornblower & Weeks-Hemphill Noyes $ 11/29/68 -.Revere Copper & Brass, Inc. - 12/2/68 -The Equitable Life Assurance Society 12/11/68 -Olin Mathieson Chemical Corp. 12/10/68 -Squibb Beech-Nut, Inc. 1898.04 413.23 60.00 56.25 75.00 30.00 6.00 5.25 $ 55,857 182 551 I oo 883 51 - 2016 72 " 2371 27 172 50 . - ~ .... <1) r ...... ~ ~ ~ <1) ~ .... j_ ~ c "! ~ f:tj ~ r-f:tj ~ ~ +-0#" ', ,... ,J.)o'i"'" : ~ . Ci:)' ~ "' r "'":l ~ ~ ~ ·~ ~ tlj .... "' 0 <1) ~ I "':j <1) ~ .... '• ..... ,' " <').•• r '·:: '' ,,. \ ~. •, 'y .. \:, .·. '; • f \ Allstate Insurance Company -Unearned Premium 1965 Chevrolet Coupe (Corvair) Furniture: Living room •••••••••••••• :$ Small living·ro6m~~:~;~~~~ Dining r66m~~ ••••• ~~:~~~~~ Kitchen ••••••••• ~ ••• ;;::;; 4 Bedrooms@ $50.00 •••••• $ 75.00 25~00 5o:oo 175.00 200~00 525.00 ( 1/3 int.) Washington County Firemen's Association -Insurance Veterans Administration -Death Benefit Social Securi~y Washington County Veterans Association -Insurance Veterans of Foreign Wars -Insurance Internal Revenue Service -Refund -1968 TOTAL PERSONALTY REALTY ALL that certain tract of land-situate Mt. PleasantTownship, Washington County, Pennsylvania, containing 131.88 acres as the same is more particularly described in deed of Carnegie Coal Corporation to Alfred Hicks·and Mary Hicks, his wife, dated February 24, 1934, and recorded Deed Book, Volume 694, page 358. For chain of title, see Certification of Real Estate tb the Recorder of Deeds of Washington County, Pennsylvania by the Clerk of the Orphans' Court of Washington County, Pennsylvania, the same.being recorded in Deed Book, Volume 1102, page 575 ••• ~•••••••••••••••••••$ 17,000.00 (1/4 int.) Mineral-rights as the·same are reserved in deed of Mary J. Hicks, widow, et al., to George Fedinetz, et u.:x., dated July 20; 1956, and recorded Deed Book, Volume 968, page 315. For chain of title, see Certification of Real Estate to the Recorder of Deeds of Washington County, Pennsylvania by the Clerk of the Orphans'· Court of Washington County,· Pennsylvania~ the s arne being·rec6rded in-Deed Book, Volume 1102, page 575 ••••••••••••••••••••••••••$ 100.00 (1/6 int.) 94.50 650.00 175.00 125.00 250.00 255.00 75.00 - 100.00 339.17 4250.00 16.66 ----- TOTAL REALTY 1.4,266.66 -2- -- "' v ~ v ~ ' ' . I I ' ,- ' . .( I ~ ' ~ . ' r• .. < . •, TOTAL PERSONALTY }. TOTAL-REALTY .. , TOTAL:'ASSETS .. ~- '- .. • -------------------------------------r--~ j' SUMMARY ~-... ,, . L .. $. 63,916.49 -i' :..-4,266.66 $ 68,183.15 : _. 7 3.£E..--- J ..... --.. ---• ._..1 ~117~ ~ ~-~ t • :l;-tfrh!_.:-- -~· -.- ' t "' I • . ' .,. __ ~ 1 ·7·\f' [-,_ .... ~ . .... -'' 4 '·· .. _, .-~ ~ ... -· .... f" --~ - ,_ I . f/Lt:~D; ~ .. nNENTORX AND-APPRAIS~ ~JlJJ:-~,_,....,_.,pH-· ··. · · ···-~~ ; . . . . . . ' . . . . . . '· .} . . ·-3 h ~~--~. -. £;;.. --~ -u 63--69--16 ~·: "'· ·; THE '-1 ~--IN, ., -:' ~-~ ... 14 ' .• ' ~ESTATE' OF RU,-;...-:·LL i-iARINb f\EGfs·,EFi 0,:: WILLS ·~ Wt\Sffir;.~ION CO .• PA .• { I '., -• .... ~~-~1 0J ..... . IILF'R;C'n. ~ ,t'J ~ ... ,.. ~-.... _.£:d..~ -' ........ -.... . .. '/. ;.., ~). .... . . ;:.. ,.., ¥". ! ! I ... ) INVt " •t ~· .. .... ..1. . ' :; l ,j .. r): . 'l .~. :. ...... c. ·-' -~r . j DKT. I .. ~ , I·' .... ~ ~' •:t ~ . ........ ·~· ~-'1 • ·I -0~-i ,l ..:,·~ -... - HICKZj! ~ Dlro.EA.SED • .. 80 page JJ-?. ·;· ~ (a'_ f~. . --~~ ...... · _, -- '· .. .. ·-.;,...,.. .~ i I . ·, , ... .. ....._.J !"',.":" .. .. . " ... ' ~ ~ .... · ............. . f"• ..; ' .. / ~ . : : •• IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA The First and Final Account of ) • . VERA HICKS and GLENN HICKS, ) • • Executors of the Estate of } • • ALFRED HICKS, deceased, late of } NO. of 1969, o. c. • • Mt. Pleasant Township, ) . . Washington County, Pennsylvania. ) The Accountants are chargeg. as f<;>l~ows ;: Per Inventory &~ppraisernent filed •••••••• $ 68,183.15 Income on Personalty: 1968 Dec. 20 Dec. 23 1969 Divi~end -Philadelphia Electric Co. 1 sh. Columbia Broadcasting System, Inc. 43.05 33.75 Jan. 1 Dividend -Duquesne Light Company {corn.) 41.50 Jan. 1 Dividend-Duquesne Light Company (pfd.) 100.00 Jan. 2 Dividend -Pennsylvania Power & Light Co. 86.19 Jan. 2 Dividend -American Telephone & Telegraph Co. 145.20 Jan. 2 Dividend -The Equitable Life Assurance Soc. 30.00 Jan. 15 Dividend -West ·Penn Power Company 56.25 Feb. 1 Dividend -General Motors Corporation 125.00 Feb. 1 Dividend Philadelphia Electric Company Feb. 28 Dividend -Revere Copper and Brass, Inc. Mar. 11 Dividend -Squibb Beech-Nut, Inc. Mar. 12 Dividend -Olin Mathieson Chemical Corp. Mar. 17 Dividend -Columbia Broadcasting System, Inc. Mar. 21 Fractional share or 1 share stock Columbia Broadcas~ing System, Inc. 110.00 75.00 5.25 6.60 18.90 2.75 ' Apr. 1 Dividend . ~ Pennsylvania Power & Light Co. Apr~ 1 Dividend -American Telephone & Telegraph Co. Apr. 15 Dividend -West Penn Power Company May 3 Dividend -General Motors May 3 Dividend -Philadelphia Electric Company May 31 Dividend -Revere Copper and Brass, Inc. June 10 Dividend -Squibb Beech-Nut, Inc. June 11 Dividend -Olin Mathieson Chemical Corp. June 16 Dividend -Columbia Broadcasting System, Inc. July 1 July 1 July 15 Dividend American. Telephone & Telegraph Co. Dividend -Pennsylvania Power & Light Co. Dividend -West Penn Power Company Gain _on Sale of Personalty: 1969 Jan. 30 20 shs. Duquesne Light Company, com. . . ,• ,, 88.40 145.20 56.25 125.00 110.00 75.00 5.25 6.60 18.90 145.20 88.40 56.25 6.20 TOTAL ASSETS. • • ' ·:!!:::$==6=9=, =98=9=·=2=4 The Accountants claim credit out of the assets of said estate as follows: Loss on Sale of Personalty: Jan. 30 21 shs. Philadelphia Electric Co. ITEMS OF ADMINISTRATION 1969 Jan. 9 Edwin G. Wilson Funeral Home Jan. 30 Kay, Richards & Company· Expense, Sale'of 26 shs. Duquesne Light Company, com. Jan. 30 Kay, Richards & Company' Expense, Sale of 21 shs. Philadelphia Electric Company . '. Jan. 30 Kay, Richards & Company· · EXpense, Sale of 40 shs. Duquesne Light Company, pfd. -2- 2.52 1496.00 11.15 11.56 22.18 ti/ fi I b -..J -')..1 u . ' .. \ Feb. Mar. May 21 8 27 July 22 July 22 1969 - Feb. 6 Feb. 6 Larry Zimmerman -Wa~e Tax ,, •. 88.66 Equitable Life Assurance Society-RefUnd (div.} 30.00 188.00 Simon White & Sons -Grave marker John c. Rogers, Attorney at Law Reimbursement of costs advanced: Russell Marino, Register of Wills Letters Testamentary·and'Short · · Certificates ••••••••••••••••••••• $ 40.50 Washington County Reports Advertisement of-Letters·· · · · · · Testamentary ••••••••••••••••••••• 14.00 Record-Outlook Advertisement'of'Letters' · · ·· ·· · Test~entary ••••••••••• ~······••• John C. Rogers, Attorney at Law Attorney's fee ITEMS OF DISTRIBUTION 8.50 --63.00 4700.00 Bertha B. Hicks, Advance Distribution Net proc~eds, sale of_ following stocks: .~/ ;l, (..~f<Z' j Philadelphia Electric Company· b c ~-:25 Duquesne Light Company, com~ /7 2,/-./ 21 shs. 20 shs~ 40 shs. Duq~esne Light Company, pfd. --2536.24 Eva Hicks Urbanic Harry Hicks Vera Hicks Glenn Hicks, the following: 21 shares, each, Philadelphia Electric Company 2625.00 20 shares, each, Duquesne Light Company, com. 2425.00 40 shares, each, Duquesne Light Company, pfd. 5260.00 TOTAL CREDITS • • $ 19,459.30 -3- • ; ~\ SUMMARY TOTAL ASSETS OF ESTATE • • • • • • • $ 69,989.24 TOTAL AMOUNT OF CREDITS CLAIMED BY ACCOUNTANTS • • .:.• ---=1.:.9.1.., ..=.4.;:;.5.:.9.:.• .;:;.30.;.. BALANCE DUE • • • • • • .. . . . . . . . . . . . . . t 50,529.94 ASSETS HELD IN KIND All stock as listed in Inventory and in addition thereto 1 share Columbia Broadcasting System, Inc. as set forth in Account excepting how~ver Duques~e Light C~mpany,. common, and Duquesne Light Company, preferred, and Philadelphia Electric Company as listed in Inventory. Household furniture as listed in Inventory. All real estate as listed in Inventory. -4- ' > J . - COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON : SS: ) "'; ·. ~- I The within Accountants, being duly sworn according to law, depose and say that the within Account as stated is true and correct as they verily believe. ·~~ -Vera Hicks Glenn Hicks Sworn and subscribed before me this .2.2~ay of {b4-c 'fJN~~~ , 1969. My Commission Expires ~;?.s. 1171 ]';XECU'I'ORS' NOTICE Estate of Alfz·ecl Hicks,"'· cleceasefl, late of :1\rt. Pleasant Township, Vlnshlngton County, Penna. · \ . · . ~ Letters Testn.1nentary upon the al)ove · estate ha.ving been graflted to the unclel.'- signecl, noti,ce Is hereby given to tho.se indeblecl th€:reto tO make innnediate pa~­ mcnt, and to tho:-:;e ha.ving claims or de'- ma.ncls to present then1 for settlen1ent. VKRA l'liCKS, GLENN J-HCK.S, l~xecutors ' R. D. 3, McDonald, Pa. .TOT·TN C. ROGERS, AttonlCl' ~-~~!~h~~;~~l~~~~~~~~~~ rrrust Buil.ding, Sl-Rt . -~ --~---l Affidavit of Publication 1 Before me, a Notary Public, personally appeared William B. Burns who being duly sworn, deposes and says that he is the authorized agent of THE RECORD-OUTLOOK, a weekly newspaper of general circulation, published at Mc- Donald, County of Washington, Pennsylva- nia, and that the notice attached hereto was published in the regular issue of said paper of Je.nuarv 2, 1969 January 9, ·1969 January 16, 1969 and further that the affiant is not inter- ested in the subject matter of the said ad- vertisement ; and that all of the allegations of this statement as to time, place, and character of ·publication are true.-d:/~IJ~ ·Sworn and subscribed to before me this....l6_day of January 19_69__ /Not ry.·,~#£'blic. My Commission. E)Xpir~,...-. ·<~." JOHN .H. l. I~Alii:ER. JR., NOTA.RY PUBLIC MtDOAALD BOROUGH. "WASHINGTON CtlUNTY MY COMU!SS!ON EXPIRff ff&RIJARY t, 196.9 ' ~:~ ~.:.: ··~~.,:.!:-::~)~~< ' ·. .,, 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 W ASHINCTON t STATE 01' PENNSYLVANIA ( ss. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, publis'hed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in this behalf; that the said WASHINGTON COVNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts 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: ....... J.an.uat:y ... 2, .... 9.,. ... 1.6.,. ... 1.9.6.9 ................ . ...... ~~-da~ of...Janua.t:.)l .................... , 196 .. 9. .. . ....... ~~~-ri ........... .L-... .. Notary Public KATHERINE' C YARD Washington, 'washingt n ~ry Public My Co . . o., Pa. mm•ss1on Expir-es November ·1, 1969 Estate Notices The Register of Wills has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those haov- ing claims or demands to present them for settlement to the Executors or Admi.n- istrators or their Attorneys. ~J e e e e e e e e e e e e e e e G e HICK'S, ALFRED, Dec'd. ·. Late of Mt: Pleasant· Township, Washington County, Pa. . Executors: Vera Hicks. Glenn Hicks, R. D. #3, McDonald; Pa. 15057 Attorney: John C. Rogers, 1026 Wash-ington ~rus.t Bldg., Washington, Pa. · 15301 ... .. ·; J • t '- 4' -~ .. /" .. ~ 8--{p:l:_-/6 IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNA • NO. of 1969, 0. C. The First and Final Account of VERA HICKS and GLENN HICiq1, Executors of the Estate of ALFRED HICKS, dec'd., late of Mt. Pleasant Township, Washington County, Pennsylvania. :r.;~ ;,;,.. rq ;:.t:J en G":l c -· -(1:1 ::.: (/} . ' =: -~ u: ~' ht •• d ~-.- :· c -~ . C':l J ' ·, ~ ~~i;J . r--""llr;;;::: .. ~ -r-'1 ,......,.... c._ c::::: r---r-• t'..,) J ~l] -o ~ (.A,) 0 ~ J>o.{/}0 • <:::) Y~b {;;,"::;;":~ ~;';.,~ ~fo~~ f· · ... ,,firrnatlflfl, ~~~ RP.D;~"' nnrJ ()lllrk (). n .JOHN C. ROGERS ATTORNEY AT LAW 1026 WASHINGTON TRUST BUILDING WASHINGTON, PA. 1'1. ,PJ \l>,.on J1kr.J.s-d-~P~ r~x /-" ----_ ---~ ,,. : :. .. • ~... . t·~ ; r. ~,, .s·s . I .. • , .. ·::F·: '·'·:··~ I /i(~l'f eh:.'!n !e(Ja! r.oti(!e to all ptJr.9ons. r . .., , J • '1 ~: . f' i /,·:! ·t'i~f~j;1 :::I.0D0lii1t /n ihrJ n:rt!7rJf1r .IJTS• · ~:: ._ .. w· (f· •. 'e cf Co::rt, as a:;id:;nr;ed by proofs _:,,. b 3 -{, ?-fc.O V (:':--· ·.' ·'· ;{ ::lk · ' ,,. ... ,'. " , •'"•• ,• /Z ... ;,.l t'fln/ tf,_" r (l~ ,.__,_-l-,._,.,, .... ,d ·•~f·L·· . .t ""·· Lrd8. .5. ..... -.......... Gt'ly 11: ..... ---:~0-~ ............... iD bY. .. ~ ~~----·-·---··-··· (). tl: .~~,,.~ ~: /' ;~:.·::_.~ ' . :~ti :tlf~ Qtnurt nf (l!nmmnu . Jl~a.a nf lla.aqiugtnu Qtnuuty ®rpqau.a' ·. Qtnurt ilini.ainn ·I In tlie ma:tter of the Audit of Account in Estate of:_~A:..=L~FR~ED~---=..:H!:..:!I:...!:C~K:..:!S~, ___;,d~e2...lc,__1 d~·----/ N 63-69-16 0.,_~~~~_:!::~----------- TO THE AUDITING JUDGE: Enter ___ .!!m:...y.__ _____ appearance for ______ ..:._ __ ___..:A=C.,.::C::,.:O::..U=n~t::..a=n~t::....... _______ ...:....__ N. B.-Counsel shall, by separa;te paper, present a concise statement of each claim, w.ith supporting calculation of any interest claimed. Objections to an account as filed, shall be conc-isely stated in a separate pa:per. Council suggesting proper distribution shall file a separate concise state- ment in that regard. J ,, -.~ I ~i No. 63-69-16 In re Audit of Account in Est!!Jte of ALFRED HICKS, dec'd. AUDIT Jra~rip~ fnr 1\pptaraur~ FOR Accountant John C. Rogers 508 Washington Trus t~!fcgge; vvashingto~z Penna. 15301 'Ji RCC-4 (6-74) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . NO. OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND ESTATE TAX CEIVE FIVE HUNDRED NINETY-TWO and Vera 'iu:cka & Glenn Hicks -EXcrs. From: ATTY~ JOHN C. ROGERS Address 508 WASHINGTON TRUST BUILDING liASHINGTON PENNSYLVANIA 15301 File No. 63-69-16 Date of April 3, 19?5 Date of Payment _______________ -l ALFRED HICKS Name of Decedent ----------------1 WASHINGTON County __________________ ~ Remarks: WR/ .,. ....... ~ ... -' • 1 ...l )1. "· 93/100-•••••••••-••-•••••••••-••••-;~llars representing Pennsylvania Inheritance or Estate Tax due from the following estate: 2% Tax on $ __________ ~·---------~1 6%Tax on $------.,..------$---------·1111 15% Tax on $ 69.520.17 10.428.03 ---------$---=---------111 %Tax on $ __________ $ ________ _ Estate Tax, Act of May 7, 1927 $ ________ _ TOTAL TAX CREDIT .,,,..__1__,0~,=-.4,...2.,...,8,_•_,_0~3.----- Less five percentum of tax if Pre'V'. a. 9,973.68 paid within three months after Balance 454.35 date of death $---------0~1 Plus interest at th~3rate oj .!_%from 3•J. •70 Date to ___________ _ • .. '-·. -_:, .. · $ __ ----=.::.1-=-38.::....:•:....:5:.....::8 _ _._ 592,93 ..•. I RCC-4 (6-74). COMMONWEALTH OF P;ENNSYLVANIA .. , DEPARTMENT OF REVENUE NO. OFFICIALRECEIPT • PENNSYLVANIA-INHERITANCE AND ESTATE TAX "' < ;_ ;:: ••• ·:~ ' • ' RECEIVED SEVIN HUNDRED SIXTY and Vera Hicks & Glenn Hicks 64/10(). ... .,.._.,. .... .., _______________ .,._._..,. ____ .,. ___ dollars representing Pennsylvania Inheritance or From:_e~~UL~~~1-~~~~L-------------------.-----------E_s_ta_t_e __ Ta_x __ d_u_e_f_ro __ m __ th_e __ fo_l_lo_w_i_n~g--es_t_a_te_: _____________ ~1 File No. 63-69-16 S E A L NOTE: This Triplicate Receipt to be retained for audit 3'7:!173-5 2% Tax on $ ___________________ "'--------------------lr.o:l 6% Tax on $ ___________________ ~-----~-------------lltl 15% Tax on $ 5;070.94 $ __ __L7=6~0·~· 64!!CL__ % Tax on $------------------$--------------,------ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five perceritum of tax if paid within three months after date of death Plus interest at the rate of __ % from------------------ to ________________________ __ $ ________________ _ $ ___ 7~6!!:..!!!0'-L. =.64:!:.....-- -$ ________________ _ Received by · NOTE: In accepting the transfer inheritance tax on future estates, prior to the death of the life tenant or tenant far years, as evidenced by this receipt, it is understood that the Commonwealth shall nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional tax may be legally due ,+-='-=J.+,"'b-"-<--"-';....;..;"'"f-':---f-~71-==-'"--""""~~""'-':"'""'-=7--IUI collectible foro reason whatsoever. fl ~ •.