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HomeMy WebLinkAboutOC1969-0027 - ESTATE OF MCNARYPETITION SUR AUDIT ·Testate Form ) JN THE ORPHANS' COURT Of_ WASHINGTON COUNTY Estate of ..... 9.~~~-cy; ___ J_, ___ M~N.ARY ...................... ~---·--N 63-69-27 0 ............................................................... · ... . ........................................ .!. ........................................................................... ":. ......................................... . Fiduciary ..... ~~-~~~-A.• .... ~~-~~!.Y. ... ~~-~---············ ---·-----·--------------.; ......................................................................................... ,'. ........................................ . ..Y.!~.mt .. E .•... M.<;.Na.r.y_~ __ Ex.e.c.uto.z:s ............... . Deceased Date of _ Date of Decedent's dea;th .... ~~-~~-~~-~!. ... ~g_! .... ~~-~~-----------~---····· Grant of Letters ..... c!.~:I?:~~-~L-~.t----~-~-~-~---······················ This is the ....... , .. f.i.:r.~.t. .. a.n~ .. F.in.al .............................. accou.nt filed in this estate If there have b~en former accounts filed in this estate, list file number or number and term .......................... ~---······ Election to take Not applicable Under or Against will. (cross out one) None Date Election Place of; Filed ................................... Record ............................. . Nom~ of surviying spou~e .................... · ............... ~~-~~-----------,·············-··--·······-··--··-····-·····--·······················--······-·········· List issue, where material: None ,, Did decedent marry after execution of will? (indicate) '~-No. Any children born after execution of will? (indicate) ' ' ~X No. If ans:wer yes,· name· them ......................... ' ............ ~-~---····················-······················································-----······ ----·--------------------.--------·---------------------·---·-----------------------------·····----·----·-----·----------·--------------------------··------··········-------···--------·-· Legatees Merle A. Mci:Nary Glenn E. M¢Nary Ethel Chalfant I Donna Kraeer . Jean Heckman Clarence M: McNary List, if excepti<;>ns to. above: Relationship Grandchild Grandchild Grandchild Grandchild Grandchild Grandchild Ade_emed: ·Revoked: Interest Bequest Bequest Bequest Bequest Bequest Bequest Lapsed: Fiduciary, if deceased or not sui juris Abated: Give Cause: None. Sarah B. McNary, wife, predeceased testator, having died on March 25, 1965. If partial intestacy, give facts: None Notice to intere.sted parties.· Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~we If any exception give cause: .... N9.JJ,e ................................ . File copy of Notice · · · · · and date of mailing .......... ~.?.P.?. ... ~-~~-~~~~~~------~~~-~-~~--~?~-~~~~!. ... ~.! .... ~~-?.~-~----·········································· '- Is estate subject to the filing of a Federal Estate Tax Return? ......................... ~2 ................................. ·."·················-···· • • I ' Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ . .l.,..6..29 .•. Q.Q ... ($.J. . .J.7.Q;'?.!.29 ... g.~~$;\i t) • 1 If the Will makes any portion of estate subject tq a life-estate, give name and birth date of life tenant ..................... . None -----------------------------------------------------------------------------------------------·-----------------------------------------------------------------------------------------· Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: ·Interest credited 11-1-69 on Mellon Bank Savings Account "~ Total additional debits (Add) Itemize; any additional credits not shown by account: Register of Wills, Short Certificate 1.00 Recorder of Deeds,·Mortgage assign- ment 1.00 Washington County, 1968 balance 116 4 $---·----·-----~----~·-············· Person Property tax 115.40 . 117.40 Total additional credits (Subtract) $---·-······························· Ba-lance for distribution $ .. 2.9.,.~-~Q.t_!J~ ........... . $29,229.25 .................................................................. If balance for distribution is not in cash, list each item held in kind, giving appraised Value ·(or distribution Value); Cash ~ .... ·• < ••• '-~.:; •••• If Family Exem:ption claimed by Petition, give place of Record: .... ~?._I?._~---~~-~~~~~--~-~--P.~Y.-~!'-?-~~-~-------------~------- If Family Exemption is claimed at audit, give name, relationship and basis for Claim: _______ Jf9.~-~------------------------------ List any advancement or distribution on account that has been made, and nature and amount of same: Feb. 8, 1969, to Clarence M. McNary on account of distributive share $ 106.00 Nov. 18, 1969, to Merle A. McNary on account of distributive share $2,950.00 Receipts attached hereto. Suggested distribution of balance shown, both as to principa·l and income, attaching signed and itemized elections to take in kind; if balance is not in cosh: residuary shares being stated in proportions: 1. $'l,OOO~oo;,·to Me_rle A. McNary per paragraph 2 (a) of Will . . I ::i :I 2. $1,000~00 to Glenn E.-McNary per paragraph 2 (b) of Will.· 3. Balance equally to the six grandchildren per paragraph-2 (c) of the Will, taking credit for above advancements of $106.00 to Clarence M. McNary and $2~950.00 to Merle A. McNary. '' 'I COUNTY OF WASHINGTON, SS: COMMONWEAl-TH OF PENNSYLVANIA. The above nom'ed 'Fiduciary or representative thereof, / ~ ·-.j-~ '· r-,: ~ ,___ -~ .--.,. ~'~ .b.~ii1Q· \duly . ..;._: .... !?.W9:r.Q. ____________________ doth depose and soy "' -\_ -,, ... ! 1 that tf:)e facts se.t forth in the foregoing petition are true ~ ~\, -':., ,·-· "'"' -· h b ~ f, their k I d d b 1· f to t e. es.t o ·::',--:-----·-·----------···--· now e ge an e 1e . And your petitioner will ever pray, etc. S_\'lQ~(-: .... ,-~-------------------lo ond subscdbed befo•e \A _ O_ cJ/ :.:n:~:~:~;;::::~4~ __ 1_1~----~-~---------------------------- T··tl f Off' . LOUISE L. CARSON, NOTARY PUBLIC . ~------·-··-·--------·---·:·--·--·-·-··------~-~------------· I e 0 ICer _______ WASHiN-GTOf(Wi\s"@~Gt"ON'"ClJ:;·px.--------r Office ex pi res .. ____ MX . .GQMMJ~~_IQN_ g~)-~~-~: -~~~I:.~-~!_~~!.~----- l l ~~ i ., ._. e_j (i;.; ~· .;. ·; No. 63-69-27 Estate of .... CLARENCE ... J ...... M.c.NARY .......... . Deceased Fiduciary .... ~-~~--~_. __ }icN4RY and . .. ................. --............. -.. ---.. -.... -.... - GLENN E. McNARY, Executors w PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL . Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: pa rag roph b:.c;' and divisions thereof: shown on pages 23-24. 1. Written P.raecipes 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 on 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 I iens in case any of the funds for 'distribution 9re from judicial sole of real estate .. 9. Signed and itemized elections if any distribution in kind. 1 0. Copy of Fede ro I Estate T ox return if es- tate is subject thereto. SAMUEL GOLDFARB Attorney ~2 F~ILED 1970 J.1.N 0 N·l 11 : 00 RUSSELL t-lARINO REGISTER Or WILLS ·~ \ '."' j ·~ c;:)\,'....,'\ ~' '~~ ..... ~ ~~ \'~ 'v ·b ~') ~ i'"-,-, ~J t~ ~ ,.·)· ,...-~ ~ E,J~_J ~0 ~ .~-/ ~ 1 ~ ' . • """ 1\, II., ~~ <[ J ,i) ... () '-,) I& J t. ~, -:7 ·~ .. 0 "1,::\ ~ "'! t ·~ 3Jn tqr {@rpqan.a· ~ourt of lla.aqingtnn Qtnunty In the .ll).atter of the Audit of Account in Estate of __ C_L_A_RE_N_C_E __ J_._M_c_N_A_R_Y-',~---/ No._6_3_-_6_9-_2_7-'--------'~~xx~~xx DECEASED TO THE AUDITING JUDGE: Enter ___ ""'m"""y'--____ appearance for Accountants in the above estate • N. B.-counsel ·Shall, by separate paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. 19 69 '-- J F,ILED !970 JAN 8 M1 10; 59 RUSSELL ~1.ll.RINO REGISlTR or WILLS t_ No. 63-69-27 ~~~~xxxx . In re Audit of Account in Estate of Clarence J. McNary, Deceased AUDIT Jrarripr fnr 1\ppraranrr FOR Accountants , .:, .. • ! SAMUEL GOLDFARB ~·,_:2 Attorney .; _.~ -------- ESTATE v' ~ -~··:·-~·~· IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA .. ~~"'~ ~~--·{ NO. ~- NOTICE OF ACCOUNT AND AUDIT You are hereby notified that the fiduciary, whose name appears below, has filed an account as such in the Office of the Clerk of the Orphans' Court and Register of Wills for Washington County, Pennsylvania, at the above number and tenn, and that the same will be called and presented for audit before said Court in the Court House, Washington; Pennsylvania, during the week beginning ;~II SAMUEL GoLDFARB ATTORNEY FOR ESTATE 514 WASHINGTON TRUST BUILDING WASHINGTON, PENNSYLVANIA 15:301 ~····------.--------.-., ' :~ ' . . . . . . '~ Executor I».· .• r 1970 JAN 8 ti.i1 10: 59 RUSSELL ~·1ARINO REGISTER OF WILLS l_, ·t ..... . ' '-:I) ' I .I r • .... ' ' / f I · ~ -. ':. • _ j>.. / · J ·~ ~ 11 ~ ... ~.11 ~ \ ' .,_, . e ' . . r COURT OF COMMON PLEAS ORPHANS' COURT DIVISION FOR THE COUNTY OF WASHINGTON, PENNSYLVANIA IN THE ESTATE OF CLARENCE J. McNARY, DECEASED. ADVANCEMENT AND NOW, this 8th day of February, 1969, I hereby acknowledge to have received the sum of $106.00 as an advancement on account of my distributive share in the above estate . J .J:.cf:t::::::!t ~~~AA~"'"::£:' oL .. 4.YJf~r {..:.Ji1;b.· ___.r ~~/f/L:=;A::::;.J~--( SEAl ) Clarence M. McNary· ~ .. ......... .. • I > ' . ·...~ ~ \ ~ . ) -r'"'""" ...... ~ J .. ~ ~. £ ,, . '· J· L.~.~ .J . ' l ~ ... ~-" • I· J (." '• .l, '-J ,, . (I ·.(• ... ' _;.,t . ; \I! . ~; (' r..,I!•J .. I ~·.t.: ' ., -' J ~ f,l ,_l;.. ,. 1 '""' r . , ~ ' f • '~ .6-' Lo , ~ '1•J- r.J ~ ,_ J1 L :)J ) [ 0 T ~-. ·' IJu I 'J:J ; ~ j_ q '· "\ -.J ... •• 1. "'t ...... • l• r * .:.,.. .. ,., ' .. ·'ir:-z r.o (/) ·t• }.I -.,......... ' ( ""' ~ ,,_.~...II,..'-"' 4.t J. J :1 !.i -~~-. 6-~.l ;_g·y~ r~o- -~ ~ illl-i;i:.;,.;-..., ·r• 1.: .. . . ........ -· COURT OF COMMON PLEAS ORPHANS' COURT DIVISION FOR THE COUNTY OF WASHINGTON, PENNSYLVANIA IN THE ESTATE OF CLARENCE J. McNARY, DECEASED ADVANCEMENT AND NOW, this · , 1969 I hereby acknowledge to have received the sum of $2,950.00 as an advancement on account of my distributive share in the above estate. <' ~n tltt arnurt nf <trnmntnn Jlens nf llaslfittgtnn <trnunty. Jennsylnania. ®rp4ttn!l' <ttnurt llitti!linn ESTATE OF No. 63-69-27 Clarence J. McNary, In the matter of the First and Final deceased, Account of Merle A. McNary & Glenn E. McNary, Executors ADJUDICATION AND DECREE And now January t 19_J_O_, this matter came on for hearing, audit and distribution at this session and testimony ta~n;'and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $ 29,229.25 and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with .the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be flied sec. reg. or an appeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account~----------------- Additional debit asked at audit Additional credit asked at· audit Balance·--------------------- Deduct Clerk's Costs & Receip~------------- AMorney ____ -"s~a!a!mU&u.~.&.e~-1""--G~,.li.Lo.,llJ..c'l ""'fag.r~hu.-________ _ Russell Marino, Agent, transfer inheritance tax Merle A. McNary, grandson, legacy, Glenn E. McNary, grandson, legacy, 106.61 1000.00 1000.00 $ 29,230.19 $ 29,077.14 $ 28,077.14 J Merle A. McNary, grandson, 1/6 residue, credit to be taken by the accountants for funds in th amount of $2950.00 advanced prior to distribu- tion by the Court, $ 27,077.14 7,'A ~.-u /5-t 9' / t GL .)0~~/.:9 7_,1 Clarence M. McNary, grandson, 1/6 residue, cred to be taken by the accountants for funds in th amount of $106.00 advanced prior to distributi by the Court, Ethil Chalfant, granddaughter, 1/6 residue, Donna Kraeer, gra~ddaughter, 1/6 residue, Jean HeckMan, granddaughter, 1/6 residue, Glenn E. McNary, grandson, 1/6 residue, 4512.85 ASL~~ ~r: .?v' ce-~ . t n 4.5.12.85 4512.86 4512.86 4512.86 4512.86 No balance --.... ~~~~~~-- )1 0 ~ ~ ""' z Q:1 ::J ~ a -+ p ty ::r _.. i c (I) = ::J 3 .... ~ a 0 ~ ..... .... M ., 0 a t -· .... = -+ :r' = (I) ,. ~ ~- ~ ~ +"!) +"!) ~ .... ., :;;., -.I fm ;Al· C) (./) 0 c: -c..... ::1;: ...... . {rj ::t:= r-~ ,(,.f) l;/}. l.t: z .. -J ¢') m 111 f'i1 ~. ~ ::;o r- 0 .. ,... ~ ? 9 t:? · .. ·~ \"' C') '"Tt ""0 "' ~' 9 ....-~ ::;: ' ~ " ·~'·~) -r -y..J ""0· r-% );:!, •(/) 0 ,......, ·-J:' ~--L~--~----------~~------~~--~~~----~------~\1 ~. J : Cl!nmm~uwraltq of Jruusglnuutu. t ss: ~lllhtsqiugtnn Q!nuutg. \ "'-· I \ KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 9th day of January A. D~ 19 69 , before me, ' R!ussell Marino I ; Register for the Probate of Wills and Granting Letters Jf Administration in and for the County of W-ashington, in the Commonwealth of Pennsylvania~ ' the last Will and Testament of C L A R E N C E J. McNARY late of Nottingham Township in the County aforesaid, deceased, ' (a true :copy 1vhereof is to these presents .annexed), was duly admitted to probate; and MERLE A. McNARY And GLENN E. McNARY i the Exetutor in said Will and Testament named, having appeared before me and taken and subscribed I the oathi of office prescribed by law; NOW, THEREFORE, I, . ! "' . ~ Russell Marino , Register as aforesaid, do i grant tl1ese LETTERS TESTAMENTARY, unto the said I . ---· . -· ! committing unto MERLE A. McNARY t h em .. and GLENN E. McNARY the administration of all and singularr the goods and chattels,i rights and credits, which were of said deceased, and requiring the m to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety days fro'm the date hereof, and to render a just and true account of said administration at the expiration I . of six n{onths from the date hereof, and to regard imd comply with the provisions of the laws of this · Commo~wealth relating to inheritance taxes; \....... l. IN TESTIMONY WHEREOF, I ha_ve ?ereunto set my hand and the seal of said Office at_Was~ingtoJ1, th_is ninth c;lay.of· January ~n t;h~ ye11r of our Lord one thousand I nine hundred and s i x t ·y -n i n e. / ........................ _ ... &:~ ................. , Re~ster "-' :-:..- /~---- 1} •• t ~~ ~~. ''";.·-~- ~~ \·. ,•· \\ mrttrl*!i-·IDrntrrtnrfililr!f- ESTATE OF CLARENCE J. McNARY~ DECEASED. ~2 ·( . L· ~~.· ~· . ' ' ·' .. •.: \ _.-... SAML:J·EL -GOLDFARB .·• ' ... '\ •' .' ' ~· .· ·. . ·.'.··· ···-· ·· .. /', ··,-;/ ~T . #'' . ATTORNEY AT L.AW ' ~ ' •' . ~ :... .. : ' . ~ ' .· p' --· LAST WILL AND TESTAMENT I, CLARENCE J.-McNARY, of· Nottingham _Township, Washington Counti, Pennsylvania, being of sound and disposing mind~ memory and understanding., do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all oth r Wills by me heretofore made. 1. All of my estate, real and personal, I give, devise and bequeath, absolutely, to my wife, S~RAH B. McNARY, provided only she is living thirty days after my death. 2.. In the event my said wife is ·not living thirty days :after my death, I then give, devise and bequeath my estate as follows: (a) One Thousand ($1,000.90) Dollars to my grandson, Merle A. McNary, clear of inheritance and estate taxes. (b) One Thousand ($1,000.00) Dollars to my grandson, Glenn E. McNary, clear of inheritance and estate taxes.· (c) All the rest, residue and remainder of my estate, real, personal_and mixed, share and share alike; absolutely to my six grandchildren; or their issue by representation, said six grandchildren being as follows: Merle A. McNary, Glenn E. McNary, Ethel Chalfant, Donna Kraeer, Jean Heckman and Clarence M. McNary. 3. I hereby appoint my wife, Sarah. B. McNary, as Executrix, but if she is unable to act, I then appoint as Executors, two of my grandsons, namely, Merle A. McNary and Glenn E. McNary. IN WITNESS WHEREOF, I have hereunto-set my hand and ~eal this 3~d day 6f August, 1959. Signed', sealed, published and declared by the said' r· .. ·· .. -·~< .: <·~i--·',.: ': ·.,;. ,·:·;'v,".J ··.,· .. 'i :,.· ... .. ·;.·.' .. :·· ··<-:'·-:--.:-.:·~· · ....... ; '.,,. •·•' '";_,,,-,_~·.:_· ·.:' t': ' ' . . ~ "' I . .__......__ ... _________ , -<-----~-.... l CLARENCE J. McNARY, to be his Last Will and Testament in our .. presence, who at his request and in his presence and in the pres- ence of each other, we believing him to be of sound and disposing mind,,. memory and understanding, have hereunto subscribed -our names I ! as witnesses.·. .I ~-------- to 3-~ 7-.;)_ 7 ~ 1\ffibnuit ®f iExrrutnr ®r A~ministratnr f.9tate nf ifenusylnanta. f .as: <!Lnunty nf BaslJingtnu ( Personally before me, the undersigned authority, a ........... J!Q.~-~-~Y. ..... ~-~~-!-~-~---·······-·················in and for sa•id County and State, appeared ........ M.e..r.l.e ..... A ..•...... Mc.N.a_;r.ya;~~.d. .... G.l..e..P.P .... E ..•..... Mc.N~;ry_ __________ who, being duly sworn according oo law, deposes and says that t heY :Ethe executorS:>KXUXi:HX!XX~ of the estate of -~-~-~~-~-~~-~------~--~-----M.~~-~-~Y .... , ......................................................................... deceased, that the foregoing schedules constitute a _ complete inventory and appraisement of the real and personal estate oL .. .C..b_;;n;:.~.:9.~~------J.-~-----~J.~N.~r.Y ............ , deceased; except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item ~9f real an_.d_ personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair_value of said items as of the date of the decedent's death, based upon a just appraisement of each , _item made by the above named Executos. A~~~X _ ... ~;;~~;e thL//.--~-( ~~~~~--\ .... c:::y ...... J ... ,:,./.~~-------f Executo~ x tOU\S£ L C~R Wf\SHINGiON co., P~gsg ADDITIONAL INSTRUCTIONS VJf\SHING~~~M ~rtn~~t~~)' must be filed within three months after appointment of personal representative. M'{ COMMI '2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and· 2 RCRI-33, Over $50,000, including 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 , 11uueuf011J attil .Appraisement of the goods and chattels, rights and credits which 'lVe~e of ........... _ ... :.C..l..~r.e.n~.e ...... J..~.----M~N-~_;r.y_ _________ .............................. _.late of ........ NQ.~_:tt.Agh~~-----r.Q:W.~~-~!P. ................................. _ Washington County, Pa.! taken and made in conformity with the above affidavit. PERSONAL PROPERTY: Option Agreement dated September 20, 1967, for sale of real estate in Nottingham Township, Washington County, Pennsylvania, to Donald W. Welsbacher and Dolores M. Welsbacher,qis wife. Sale completed after death and Deed DOLLARS CENTS executed January 18, 1969, and recorded. ~'22,205 63 Mortgage from William Domitrovic and Mildred Domitrovic, his wife, dated October 22, 1965, recorded Mortgage Book 673, page 292. Equitable Life Assurance Society of the United States, Life Insurance policy No. 2651300. Personal property, per public sale Savings Account No. 1932, Mellon Bank Savings Account No. 2598, Western Pennsylvania National Bank Return premium health policy, Bankers Life and Casualty Company 3,850 5,043 1,339 2,883 16 79 ~ 35,418 00 83 15 31 52 74 18 I " ·y ., ... 1'/D. lf7~ t 6--b ;-::? 1 . Inventory and Appraisement IN THE ESTATE OF ___________ 9~}.tE_~CE .;r-~----Mq~!_~!------·-------- Filed, ......... -----·-------··--···-··-·····.--···---,.,------, 19_.~9 _ ~ (.0 .-p: ~ -~-:;D G'c ..... -. ~\ ;,.;;.-r-_,-~ ~~~~ ' ~ ~) __ ,~ ... ~\ •• ,:"'o::-\ ' , ~-~- ~% ~~ · . .t> \. ?::. o-> -n"P' :£~ r~ r-o eft ~ ~ ....-4 ... -. ~ -;~"·--:-~ .. t" v) .·• -.,_ ~.-Jf ~~~ .,...2 SAMUEL GOLDFARB ATTORNEY AT LAW 514 Washington Trust Washington, Pa. -..:7, . Bldg. COURT OF COMMON PLEAS ORPHANS' COURT DIVISION .FOR THE COUNTY OF WASHINGTON, PENNSYLVANIA IN THE ESTATE OF CLARENCE J. McNARY, DECEASED. ). ) ) NO. ) ) of 1969 ------ The FIRST and FINAL ACCOUNT of Merle A. McNary and Glenn E.· McNary, Executors of the Estate of Clarence J. McNary, late of Nottingham Township, Washing~on County, Pennsylvania. The Accountants are charged as follows: Inventory and Appraisement Interest, Savings Account, Western Pennsylvania National Bank David J. Mathies, insurance refund Interest, Domitrovic mortgage Social Security funeral contribution Bell Telephone, refund The Accountants claim credits out of-the assets of said estate as follows: Register of Wills, Letters Testamentary Washington County Reports, advertisement Letters Observer Publishing Company, advertisement Letters Register of Wills, filing Inventory Register of WU!s, Short Certificates Photo-copy Notaries Register of Wills, Short Certificates Kennedy Funeral Home, funeral and burial Kurtz Monument Company, stone lettering Doctor P. C. Smith, last illness . Register of Wills, en account inheritance tax Washington County, Personal Property tax Pyramid Oil Company, account $35,418.18 .64 55.00 170.00 255.00 8.82 $35,907 .• 64 18.50 14.00 14.00 3.00 2.00 .50 9.00 2.00 1,228.86 14.00 25.00 1,620.00 14.63 57.65 ) .l Bell Telephone Company, account West Penn Power Company, account Merle A. McNary, share Executors·' commission Glenn E. McNary, share Executors' commission Samuel Goldfarb, Attorney for estate Register of Wills, filing Account TOTAL ASSETS TOTAL CREDITS BALANCE R E C A P I T U L A T I 0 N 22.04 25.27 898.00 898.00 1,795.00 16.00 $35,907.64 6,677.45 $29,230.19 Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF·PUBLICATION In compliance with the. Newspaper Advertising Act of 16 May, 1929, P. L. 1784, rus amended. Commonwealth of Pennsylvania, County of Washington, SS: ....•....... Personally appear·ed before me, a Notary Public in and for said County and State, .... Ri.c.hard ... JL .... C.ow.an .................... , who beirug duly sworn according to law, deposes and says tha;t he is the ·----~-~-~.r.e..ta.X:.Y. ............ . of the Observer Publishing Company, a I"ennsylvania corporation, and its agent in this behalf; that the said Company iSI the owner and pu·blisher of the Observer"Reporter, sucCiessor to The Washington Observer, established September 18, 1871, and The Washington Reporter, established August 15, 1808, a daily newSPaper of general circulation, printed and published and having its place of business at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and published continuous'lY for more than six months' prior to the publication of the notice hereto attached; that the printed notice or advertisement hereto attached is a copy of an official advertisement, of.ficial notice, legal notice or legal advertisement, exactly a.s printed or published in the ObSierver-Reporter in its regula;r editions on the following date or dates; ........................................... . .................... J..an.u.a.r.y .... 1.3 .. , .... 2.0 .... an.d ... 2.7. ...... J86.9 .................... , ............... . that neither thoe affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the alle.ga- !~~~r~!. this affidavit ~s ... t.o···t~~--~i:~Zkal~~~ Sworn to and w. 28752 subscribed before me this27 ..... day of ... J.anu.ar.y. ... .l9 6 9 ····~~~~~~~;····· WASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6, 1972 I --....:· EXECUTORS'' NOTICE • ., . ESTATE Oll'-;CLARENCE .. J. 'Me·; NARY deceased late of Nottingham. Township, 'Washir,gton County, .Pa.' Letters Testamentary· .. upon ' thef above estatefbavirig. ~erl,.gr.anted to1, 0 the undersigned,.~lall•persort~ lhavingj' claims again~titlie~tate·,lare ·re· quested to :makejlmown'ithe ;same to the undersigqe4{0tjlif~t[attorney ·and all persons!indebteli~'t:O ,the: decedent are requestetllt.Pl\JnaKe":Pa:Yment to} the undersi~eqlW:Ithdut delay. 1 MER!lJl;,."A: McNARY t:~, , _; R. n~2,,:eili•s'i"' u:.:,· . p Eighty_.~-ur, Pa.~15330 ··' ~ and ~,. GLENN McNARY ' ' R. D.t!a ,~ Washington; Pa.r15301 " ExecutorS'.,..,: • . 1 SAMU~OLDFARB ' . · · 514 ;.wa~hington Trust •Bldg • Washington;. Pa. • ' · Attorn~y • .;. • , , 69010-Mon.-3T1 W~hington 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 STATF. OF PENNSYLVANIA ( SS. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, publis'hed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in t'his behalf; that the said WASHINGTON COVNTY RE:PORTS 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.~JlY~J:::Y.. ... l.6..a ..... ~J ....... J.Q., ..... l.9.6..9 that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of .h. ''"[)f;;);t;; .~"~h'l1rlZQC/ ----·--.......................................... ~~ ......................................... .. -----. Editor Sworn to and subscribed before me this ... 3.~d:. oL..~J..~nu.~rY. ............ : .. , 196 ... 9. .. ...... .(.~d._,__;_ .. ~........ ..... -- KATHiERUJE C. YARD, Notary Vla!:jiilgton, Washingtr.n Co., My Commisai()fl Expir~~ November 1, 19:19 otary P11blic .. '. Estate Notices ' The Register of Wills has granted letters, testamentary or of administration, in the following estates. Notice is herebr given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present t'hem for settlement to the Executors or Admin- istrators or their Attorneys . • • • • • • • • • • • 0 ••••• McNARY, CLARENCE :J., Dec'd. :Late of Nottingham, Township, Wash-:,ington County, 'Penna. j;Executors: Merle··A: ,McNary, R. D. ··2; Box 3,·EightyFour, Pa. 1533·0; and-Glenn E. McNary, R. D. 2, Washing-ton, Pa. 15301 Attorney: Samuel Goldfarb, 514 Wash-ington Trust Bldg., Washington, Pa. 15301 Observer -Report~r WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the . News.paper Advertising Act of 16 May, 1929, P. L. ,17,84, as amended. Commonwealth of Pennsyl.vania, County of Washington, SS: .........•.. Personally al)pea!'led before me, a Notary Public in and for said County and State, .... Ri.ch.ard .... S..A .... (:.ow.an .................... , who beirug duly sworn according to law, deposes .and says that he is the ... )~g~_:r.e.:t.~X.Y. ..... : ...... . of the Obs·erver Publishing Company, a I"ennsylvania corporation, and its agent in this behalf; that the s-aid Company is the owner and publisher of the Observer-Reporter, sucC'essor to The Washington Observer, established SeptembBII" 18, 1871, and The Wa.shington Reporter, established August 15, 1808, a daily newspaP'er of general eirculation, ·printed and published and havin'g its place of. busines•s at Washington, Washington County, Pennsyl- vania, where it or its predeces·sors have been established and published continuous>ly for more than six months prior to the publication of the notice hereto attached; that the prjnted notice or advertisement hereto att-ached is a ·copy of an official advertisement, of.ficial notice, legal notice or legal advertisement, exactly a:s printed or published in the ObSJerver-Reporte·r in its regular editions on the following drate or dates; ........................................... . .................... J..an.u.a.r.r. .... l.3 .. , .... 2.0 .... an.d ... 2.7. ....... l..9.6.9 .................................... . that neithBII" th'El affiant nor the Observer Publishing Company is intereSited in the subject matter of s•aid notice or advertising and that all of the aUega- ~~~~r~!. this affidavit ~~---t·o···t-~~--:i:;r.tZ:ZaZ~=-0·~ ;... Sworn to and subscribed before me. this27 ..... day of ... J..a.nu.ar.y .... .19 6 9 ·····~'eP~;~~~;;····· w. 26752 WASHiNGTOrJ, WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6, 1972 Washington County Reports 63 SOUTH MAIN STREET Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASS.OCIATION) PROOF OF PUBLICATION . In compliance with the Newspaper Advertising Act of May 1~, 1929, P. L .. 1784 Sec. 3, paragraphs (3) and (25). CouNTY OF W ASRINCTON} STATE OF PENNSYLVANIA SS. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legaL periodical for said Washington County, publis'hed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in t'his behalf; that the said WASHINGTON COVNTY RJ!:PORTS 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.~JW~.t:Y. ... l.6. ........ ~ .. .J.., .... J.O .•. : .. .l.9.6..9 that the affiant or the corporation in behalf of which he 'is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this afrJi "t;t to (the time, place;i'chara~.!..')3Vt~zu ication are tr~~· / /,{ ,'"• ·,' /-:1. I .' {__ : I ·7 p l / L'{._t,. /[ ,.· /' /! ~ • I /,<· ,: / /./_./~ v::::__::'l.·:.:::··.:. ____ :_~· __ :::::::·:~c~:~ ... :.:: ...... ~ ............................... E:ciit:~; Sworn to and subscribed before me this_,.--... --:-::·~'-""S .. . . J.Q.t~day of .... J..~DJJ.~J;'Y. .............. , 196 ... 9. .. ....... ~a:~ .. t!!......... ..... - otary Public Jc~;~~;::;;:{:~:~;;..;;:·\\<~:;'. :·~:~:·;~;\Z, '~~:).''· i·;.J i'6;~!~}:;i' 'f 1 1 ~{,;) ---~ -------. Estate Notices .. The Register of Wills has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to" make payment without delay and to. those hav- ing claims or demands to present rhem for settlement to the Executors or Admin- istrators or their 'Attorneys. • • • • • • • • e • • o • • • • • McNARY, CLARENCE J., Dec'd. Late of Nottingham Township, Wash- ington County, :Penna. Executors: Mede ·A: McNary, R. D. 2, Box 3, ·Eighty Four, Pa. 15330, and Glenn E. McNary, R. D. 2, Washing- ton. Pa. 15301 Attorney: Samuel Goldfarb, 514 Wash- ington Trust Bldg., Washington, Pa. 15301 ! \ ~ STATE OF. PENNSYLVANIA, WASHINGTON COUNTY, ~ 55: The wit>hin named Accountan't Sbeing duly sworn according to law, depose and say that the above account t d . d they 'I b I' . as sta e IS true an correct as·-----------------------------------------ven y e 1eve. . ·. -d Sworn. and~subscribed before me this .... .L.7-=------ dqy of -~-~---·------~-~~~-~~-----------------------19 .. ~~------ ~ __ q_._f!i~t!f~ ................. . ~C .... ?~ .. :?!'?····· ~{2j,~----~ LOUISE L. CARSON, NOTARY PUBLIC WASHINGTON, WASHINGTON CO., PA. MY COMMISSION EXPIRES SEPT. 15, 1973 Washington County, ss: ,.--""'""& ~ ~! .... 0 ra:~: ...., rill l:l <: ::I 0 ra:!l C,) C,) o: < ra:~: ~: ~-~l -~ ~ >cl a; 0 c:t:: CISl i. <l ~ l'il z: ..:I! l>i ~ E-o Ol ~: ~= ~= < .. E-o tt: I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Sta·tU'te and Rule of Court, as evidenced by proofs thereof f;[ed to No {q3.:.fu.?.-::: . .3..J:L.. f). w·· ess my hand and official ·seal thi~ ___ p{1._=.. _______ ,_ ·?,· R'U c (I r...· vvc· • -----:Jlt--------------------------1 k7 __ _ ' ' ~~~-----~----------­ Register of Wills ..., .... ::I 0 0 Q) :S 0 ..... ::s: ~: ~ :~ U1 .... , Zl l'il .: ~: o: o: rn ~: ::s: ::s: +J R E · U. f•u.\ R IN 0· G/Srcn 0 . · J lYA ~ f\ F WILLS .. ~H/NqTON co· . :. :t \ l' "')L ~~~ ~; ... I .. tj[ Zl ~: :r o; ~~ •l ·= <i <) ra:~: E-t! Q)i al oo: r-~: a: 'c:t:l ~l Q)i .... , Q): r-4: ~! ::s: ~! rn a ~ CIS 0 +J +J § ::s 0 0 Q) 0 ~ 0 ra:l < · · . ·• PA ~·. •D •,· \ -~ •) . " ~~ ·-,., ·/ -. < '\ \ -t' .... --!. '' !~ •.' .~ ·~ 'to . . . ----· ~---/ f ,II { f \ !~. 4' r• I-t -,_\ ', -: ,. ·?:· ~~ ; . ,' J \' ' t •• ,. ! r .. , ..\_; --------------------~~ sted to determine IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ) ) CLARENCE J. McNARY, ) NO. 63-69-27 ) DECEASED ) R E C E I P T KNOW ALL MEN BY THESE PRESENTS, that I, MERLE A. McNARY, do hereby acknowledge to have received from Merle A. McNary and Glenn E. McNary, Executors of the estate of Clarence J. McNary, Deceased, the sum of $1,000.00~ in full of the amount awarded to me as a legacy under the Decree of the Orphans' Court of Washington County, Pennsylvania in the'above. estate dated January 9, 1970. J-~-J WITNESS my hand and ~eal this E day of ~v}r7 1970. Witnessed: ' ;I .,_·.·.,. ::, .· ,, .,. ..... IN THE COlJRT OF COMMON PLEAS OF WASIUNGTON COUNTY 1 PENNSYLVANIA ORPHANS' COURT DIVISION JJSTATB OF CLARENCE J. McNARY, ·DECEASJD ) ) ) NO. 63-69-27 ) ) RECEIPT KNOW ALL MEN BY THESE PRESENTS 1 tha. t 1 1 GLENN E. McNARY, do hereby acknowledge to have received fro• Merle A. McNary and Glenn E. McNary, ExeoutoJS of the estate of Clarence J. McNary, Deceased, the sum of $1,000.0~, in full of the amount awarded to me as a legacy under the Decree of the Orphans • Court of Washington County, Pennsylvania tn the above ·estate dated . . . January 9, 1970. WI~SS my hand and seal this I r-b day of ,) j'L\.\J\,;y , 1970. ·. Witnessed: .I IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF CLARENCE J. McNARY, DECEASEP ) ) ) ) ) NO. 63-69-27 R E C E I P T KNOW ALL MEN BY THESE PRESENTS, that I, MEREE A. McNARY, do hereby acknowledge to have received from Merle A. McNary and Glenn E. McNary, Executors of the estate of Clarence J. McNary, Deceased, the sum of $4,512.85 (less $2,950.00 prior advancement), in full of the amount awarded me under the Decree of the Orphans' Court of Washington County, Pennsylvania in the above estate dated January 9, 1970. WITNESS my hand and seal this /~day of J~'-v~f , 1970. Witnessed: ~ =--4i~~le-----.-A""-. -=CJ=-;:cN~~-ry_CG£-1-~._::::_..:;_;· ~ .. ___ (SEAL) IN THE COURT OF COMMON PL~AS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF ). ) CLARENCE J. McNARY, ) NO. 63-69-27 ) DECEASED ) R E C E I P T KNOW ALL MEN BY THESE PRESENTS, that I, CLARENCE M. McNARY, do hereby acknowledge to have received from Merle A. McNary and Glenn E. McNary, Executors of the estate of Clarence J. McNary, Deceased, the sum of $4,512.85 (less $106.00 prior ad- vancement), in full of the amount awarded me under the Decree of the Orphans' Court of Washington County, Pennsylvania in the above estate dated January 9, 1970. WITNESS my hand and seal this / ~--· day of ~ v't>ACY ' 1970. Witnessed: cJ~'"Jivl, Ji1 C~ (SEAL) Clarence M. McNary -. ' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA • ORPHANS' COURT DIVISION .ESTATE OF ) ) CLARENCE J. McNARY,· ) NO. 63-69-27 ) DECEASED ) R E C E I P T KNOW ALL MEN BY THESE PRESENTS, that I, ETHEL CHALFANT, do hereby acknowledge to have received from Merle A. McNary and Glenn E. McNary, Executors of the estate of Clarence J. McNary, Deceased, the sum of $4,512.86, in full of the amount awarded me under the Decree of the Orphans' Court of Washington County, Pennsylvania in the above estate dated January 9, 1970. IS day of~, f WITNESS my hand and seal this 1970. Witnessed: -r.r.a:-~~);::o,-~~~!li~L-F-/../_____:. --~ :/-____ (SEAL) Ethel cnaiTiii.~ . . . . -' •• ;¥ ••••• :..' 1. " . . ·Ilf THE COURT OF COMMON PLE.,.S OF WASltiNGTON COUNTY 1 PENNSYLVANIA ESTATE OF J CLARENCE J~. McNARY, DECEASED ORPHANS'· COURT DIVISION ) >, .. ) ) .. . NO. 63-69-27 RECEIPT KNOW ALL ~N BY THESE PRESENTS 1 tba t I 1 D~NNA KRAEER, do he:reby acknowledge to have r~.teelved fl"om Merle A •. Mc:Nas-y and G1erm E. HeNa.ry; Exe<:utors of the estate of Clarence J. ~Nary • I, l J.- Deeeas~d~ the sum of $4 1 512.861 10 full of the amount a•rded me ' . \Ulder the Decree of the Orphans" CoQl"t ~f_ Washington County 1. . . .. .. Pennsylvania in t~e above estate _dated January 9 1 1970. ' 1970. ~lT!Q:SS .my ;ban'd-and. seal this 4 a-.y of -~~ ........ ;;.;;;; ....... ·--· , . ~ • . , . . (SEAL) __ 1) • . -:.• l F • • 'r I"• I' IS$TATB,. ' : ~ ·1•. McNARY, . . UCBASEJ) KN(Jfl ~. : •• IJ ·8.0 PBDSU'IS,, tbt\t l, JEAN HECKMAN~ . . . do hereby o,ctm~odp to •• ~e~Y.04 fi'OID •rJ.tl A. ·lolan' onct Olea •·· iro1fa.rr 1 n.eoutent ot t• .state 9t Cl•"aoe ~'• fiOU.say~ DeCeai$QQ1 ~-ewg; ot M 1 Gl:a .• 86, itl M1 of ·t~W :alllO\lat. a~ u uad• . .-t'-~ of tile ~baa•' Cotatt. of wasbtatato#l CQqaty,.. h~WJJ1vllllt• .. U the -.bov• ••t•te ·dated luuan ;, ltfO" .: ... 19f0~ tl!'nl888 .. 1lalld ~ ll<!la1 ttliJI il. k~ •v of ~ ... ... • I'. i· ·~~ (SEA!>l ·J4fe<Fan · · · · · · · •· . . .. . . '-' ( ; ,. • BftAftflt CW8UCB ' ·. sto·lWJY' ... ' .•.... -. -.. , ,-~ ) ): ~--•· o~ee-a' ,) ao~· Alit _IU: &t ·Dn ~~ tbat ~,,. GLENN E. McNARY, . ·dO ~-~OWie48o io fta1t& ~1'"4 ·-~tat.· ~~ A. 14Jtla.r .,.. , t ~ 1 , ' ;·. GiotUJ •• ~. -~toH-:Ol tU ·•t.ato •t O~t.il<: .• 1·t :~toa.r •. ·· n... --........._ •"-"" -.. of a.A &ie ~ . ..,. .,.,1·1·-·o_. ,~~.__... -UDt --~......,..,... -.... , il!il'9:ce.ae~,j -~ eut3 ·-.,..,v..,•w~. ·.,.,. ~ ____ -· .. __ ....., &110 -a._~N,_,. ~ .J f -• . U4os-· Q.o JktO:HC Of t. ~· -~ Of l'aal\~ c:oat_,,,. · tt....~ ............. iu ......... abO--. ~ .... ., ...... .c; .il-.iioi• ... ·.:'l '611:t'-4_ ~, ... ~.; --: ~ : __ ._ ... ,.,.~t!¥ ----.... .., ., ..... , ... ·,• \. 'j ,. n .-.'-',. .. - , .. ~l''-,· ., '\tel ··o~NOJ.B NIH S\1/A Sll!/;\ .::lO 1J3lS1~3tJ ii! r;U Ti3SSntJ l2 83JOL ~ 0 ~ ~ • • a .E ~ ~ 0 0 • til ~ 0' \.U • I 0'· ~ "' I ~ f\) ~ -.J .. -- Form RCC-33 RESIDENT DECEDENT ... COMMONWEALTH OF. PENNSYLVANIA .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS 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 Secr.etary of Revenue. (Section 703 of __ th§!_ Ini').eritance_.an!f .E.!'it!lte .Tax J\ct of 1~61.) -~~~E:i;~Fi~~~~:~=::_ ----t=:~ Late of ........ Was.h.in.g.to.n..................................................................................... county J 3( 1). J 'I ~~~ ~ . ........................................................................................ Executors PENNSYLVANIA State of ............................................................. ······························································:·} WASHINGTON ss: County of .............................. _. ..................................................................................... . .... . Mer.le ... .A.~ ... McNar.y .... and ..... G.len.n ..... E ...... McNary ............................ . .t1CIJOJII:HlKDiUii'X of the estate of the above-named decedent being duly sworn, depose and say .---- Decedent ·died ........... D..e.c..e.mb.e.r. ...... 3.0. (Month) Name and address of attorney or} other authorized representative to · whom all correspondence should be. mailed. ................................................ , 19 .... 6.8 ........ .J testate leaving a last will, copy of which is hereto attached. (Jiay) (Year) l. N:N:KtX!XX } That as such ~-~~-~-~!:.9..!:'.§ .................... deponent is familiar with the affairs of said estate and the property con- < J•:x.,r.u tor-i\ lim in islra 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 decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT None That the contents of said safe deposit box or boxes are itemized under Schedules ___ of this return, with the exception of the following, for the reasons hereinafter set forth: That Sc.hedule A attached hereto 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. I " That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal propertywheresover situated owned by the decedent at the time of death; all moneys left by tl:le,decedEmt J at the time of death, whether in decedent's immediate possession, standing to decedent's cr~dit in·bankS / . "-' -. ~ I ..,._.. of deposit, savings banks, trust companies, or other institutions, whether individually, .qr ip trust ·f9r'. any other person or persons giving also sep~rately the accrued interest thereon, if any, down to·~he last- l .-....... interest day prior to decedent's death in the case of savings banks, and to the date of decedeTht's death~ in all othe·r cases; all bonds, postal savings, treasury certificates or notes and other ~evidencelof in- debtedness of the United States· to the decedent; all obligations, whether by statute or·~greem~~tJth~y •./ ... are designated as tax free, of the United States, or any state, or political subdivision tHereo~ .or of • f .wiT I any foreign country, whi"ch are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds and mortga.!!es held by decedent and·of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable to the estate from life insurance polici'es carried by decedent; all annuity ~nd 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. 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 business, its location, and such other facts pertaining to the ousiness as may be pertinent to a fair and just appraisal of the decedent's interest there in must be submit ted. · It should also set forth in itemized form, together with tl;le 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 of property, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transfe~ee and all other facts of a pertinent nature r_ega'rding !;;aid transfers. In the casf? of t~ansfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a cony of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and p_ersonal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either.individually,-orjointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annul tants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of .. . death; taxes accrued charge.able for period prior to decedent's death. (except_ those. allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the Summary. ' Subscribed and sworn to before me this ................................ . .. J~~dayof ~--19 .. !!~ .. - ~-~ ... d .. C!L~-----------------~ LOUISE t. CARSON, NOTARY PUBbiO WASHINGTON, WASHINGTON CO,, ~A: MY COMMISSION EXPIRES SEPT. 15, l!l69 ~~~----- ---~--~------P--~ ....... ? . .l ..... ~.9..~ ..... ? ....................................................... ~ ........ ~ .. .. (Street Number) ... ~~.gJ1j;y _____ ;f._p_g_r. .. , ...... P~b ........... l.P..~.~.Q .............................. .. (City or Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. ' ''--+- RCC-34 (1-64) ... COMMONWEALTH OF PENNSYLVANIA •J DE.PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER ll•iHERITANCE TAX RESIDENT OECEpE'NI. SCHEDULE "A" -REAL. PROPERTY • ----- • t Real p:roperty in Pennsylvania, with statement of mortgage encumbrances up.on each parcel at death of dece-" dent. Wher~ property heid as joint tenant or tenancy by entireties, report on Schedule ''E". Property held by the .de.cederlt· as tenant in common with another or other.s, s~ould .be identified as to quantum of interest and the estimated value should be that of the. decedent's interest only. I Th~ real property lo~ated In the Commo(lwealth of Pennsylvania should be described by lot and' block number, street and street number, together wl th a general descriptio~ 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, accf.ued Interest on mortgages, etc.,are to be listed on Sche~ule "F" and must not be deducted. from this schedule. l I . ; I • Norie I ' ' ' I I ' I : I . I l l . i I : .. ' ; . l I ' l I ' \ I " I ' . : I ' . . ; . i ' ' I • (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH Insert thi s;total opposite "real property", Schedule .. A" in the X X X X X ''A's Repo'rted'' column on the last page of this return. (2) (3) DEPARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write In this space) ' . I I ' . . ,, None ! I 1:\CC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE '"B" PERSONAL PROPERTY INSTRUCTIONS! This Schedule must disclose all tangible and intangible personal property owned individually by the deced¢nt, at the time of his death. Property owned by the decedent jointly with another or others . must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O. D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household ,goods, and fUrnishings, books, paintings, automobiles, boats, etc.) . Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . . stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the 'estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate Of or income from any property held in trust under the Will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item NO· ITEM List and describe fully UNIT VALUE ESTIMATED MAR.KEr VALUE DEPARTMENT VALUATION (Do not write in this space) Option Agreement dated September 20, 1967 a ~ for sa,le ofreal estate-'l:n Nottingham . J'd-7 ·? _...-~0 ~ · Township, Washington County, Pennsylvania ~ to Donald W. V[e.lsbacher and Dolores M. C.J.. D r->{.. Welsb~cher, his wife. Sale completed ..... t.-1'<.. ft.C~IM4 O .~~ .. .,. after death and Deed executed January 18, ~1-·~ 1969, and recorded·-.· . ~~'J....I , 6~ ' $22 ,·205. 63 Mortg~ge from William Domitrov~ ,, "~ • .x dred Dornitrovic, his wife, dated October ~_,_ .. 22, 1965, recorded Mortgage Book 673, page 292. 3,850.00 Equitable Life Assurance Society of the Unite~ States, Life Insurance policy No. 2651300. 5,043.83 Personal property, per public sale 1,339.15 Savings Account No. 1932, Mellon Bank 2,883.31 Savings Account No. 2598, Western Pennsyl- vania National Bank 16.52 Return premium health policy, Bankers Life and Casualty Company 79~74 Insert this total opposite "Personal Property", Schedule "B" in X X ~35, 418.18 the "As Reported" column on the last page of this return. RCC-·36 COM!IfOWI'EALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C" TRANSFERS ( 1) Did decedent, within two yea·rs of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) No (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) No (3) If the answer to (1) or (2) above is in the affirmative state: . (a) Age of decedent at time of transfer ------ (b) State of decedent 1 s health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) No (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) No (b) What was the transferee's age at time of decedent's death? No (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) _N~o~------ (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no)_~N~o~--- (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others _____________________________________________ ~------- (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) ~N~o~·~---- (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which 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) No NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B~ or E. ITEM DESCRIPTION Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) 1. 2. 'CCM~h)NWFALTH OF PENNSYLVANIA Tl\1\t-:::;FF!t fNHE!UTANCE TAX IlF:':InENT DECEDENT ; SCHEDULE "E" JOINTLY OWNED PROPERTY 1\STRt'CTIO~S:. This schedule must disclose all property, real and personal, owned by the decedent jointly with another ·or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated tmder Schedule "A", plus the· date and place of record of instrument effecting vesti ture, 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-~wners to the decedent. Deoodption of P,ope,ty, Date of Aequi•ition, Name I (/nitJ pe<ee~t .. e-E.tate Address and Relationship of Co-Owners, and Place 1 Value Share Valuatior of Record of Instrument, where Rea~ Estate. l . · Savings Bond No. G 72151, Western 'Pennsylvania National Bank with Glenn E. McNary, Grandson, pur- chased January 16, 1967, -fully taxable. Savings account No. 1179, Western Pennsylvania National Bank,made joint with Merle A. McNary, Grand- son, on November 27, 1968, - fully taxable. 1 I J \_ \$11,03l.p6 3,988.36 DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 3. .Checking ·accJount, Western Pennsyl-I vania National Bank, made joint with Merle A. McNary, Grandson, on November 27, 1968, -full,Y taxable. 214.10 I ., I I Insert this total opposite "Jointly Owned Property", Schedule "Ir' in the "As Reported" colW!111 on the last page of this return. ·:pl5,234. ,_2-=---,~----..J \ ( h • ;:;RCC-37 • (12-63) C'OMI\tONWEAL TH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT .. BENEFICIARIES ·AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other wise, in estate) Merle A McNarv Glenn E. McNarv Ethel Chalfant· Donna Kraeer Jean Heckman Clarence M. McNary ' '. ' . - ' ' SCHEDULE "D" .. BENEFICIARIES RELATIONSHIP SURVIVED • (If step-children or DATE ·INTEREST OF illegitimate. children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth th~s fact.) OR NO BIRTH · Grandchild Yes Over ?.1 Soecific · Grandchild Yes OvP-r 21 Soecific Grann~h i.ld Yes Over 21 Specific Grann~hild Yes Over 21 Specific Grandchild Yes Over 21 Specific Grandchild Yes Over 21 Specific ' I .. Deponent further says that all the above-named beneficiaries are living at this time except below: None NAME DATE OF DEATH RESIDENCE l Will ~ No .................... Year Administration .. r.-.1 THE II ~lATTER OF THE APPRAISEMENT 1r ' i \ OF THE ESTATE OF II CLARENCE J. McNARY H ··············-···· ...... ...... ·················· .... .. Deceased II Late of Nottingham .. Township County of .... \\'~!:ill.:lil.K1:c:>Il:. . .................... Commonwealth of Pennsylvania II REPORT AND APPRAISAL Ll 'I' .. : Sll/M .:JO H3 ONJ~rvv.J 11A5dRgH II .. ( Z : Gl Nd 11r ~dlf 69hf Samuel Goldfarb -.. Attorney at Law 514 Washintlo~ ~f.~ Bldg. Washing & • . (Executor-Administrator must complete "As Reported" column #1.) CJ ~ ...., '"0 ~ ... : ~ ~ ('!) 0 0 ::s (I) E.. (I) (I) J-1· (I) 0 ...., :::s (t' ::s '"0 rl ... E.. ... "' j... (I) .g >: "' ~ '"0 ('!) o-.... ... (b' ~ .g ~ t%j . ~ (I) t:S ~ ...... "' I'D ...... ('!) Po to· g 'd (l) t1 r+ ':<: ....... :til ...:-.... ,-..... .-.. ;0 W til en :t:r (") (") :. ?" ?" ?" :~ ci ~ : : .._, ~ ~ ~~fin~~~ :01 : :..... : :c,., . :o :tTl : :c.n "' "' : "' 'm ~: =~ :tn ~: ,.... ;r:..:l :.J:~.: :oo :• • ':o .:r:..:l . o: ,}-I to: t-.:); :oo ~:.- ~~fin--- U'l c: s::: s::: > ~ ...;:: > (I) ~ ('!)..-... -o>-o-... r. c... l~ ~. ~· 0: ~~ ~: ~ : u ... ~. (t :~: ~: ~: r.~ : : : : : : ...,_ ::~: ~: :~: 3 II ·: ~ : ( : :\ . : :;· ·~: :~ . :"-.: r. :~ : ~ : :": c... •'-~-.. •· '" .~ ,. Form Ft': C ·10 ·'-" .. , OFFICE OF THE REGISTER OF WILLS OF _..:.:W.::.:A:..=S~H~I=-=N:.:..:G:..T::..;O~N~-COUNTY AND AGENT OF THE COMMONWIIiALTH STATEMENT OF DEBTS AND DEDUCTIONS 0 .3 7 ,_I Y)<-9-} I DEDUCTIONS ALLOWED IN J ~-t-vo, 1 s'. ::::~,_a; Register of Wills, AgeQI 'uf Clarence J.~.~9Na~y ESTATE OF ______ ___;:,....:....,. _____ LATE OF------------------Nottingham Township DATE OF FILING APPRAISEMENT grJ, • A ·1 14 1969 DATI> OF DEATH December 30 1968 I DATE NO. OF NAMii: OF PAYEE REMARKS AMOUNT VOUCHIO'II Register o~ Wills Letters·Testamentary 18 50 --- -Washington County Reoorts Advertisement Let.ters 14 on Observer Publishing Comoany Advertisement Let.ters 1.4 1\1\ Register of Wills Filine: Inventorv <:l 1\1\ Register of Wills Short Certificates 2 00 Photo-copy 50 Notaries 9 00 Register of Wills Short Certificates 2 00 Kennedy Funeral Home Funeral and burial 1.228 86 Kurtz Monument Company Stone lettering 14 00 _, II Doctor P. c. Smith Last illness 25 00 /;J DUKDXXIIIXXItlXSX ICJIIIXlii.III!KCIDlCIIIIXXIJIIIIIItri 'X:K;lii.X IX I X Dli:IIJ IX IIJICIX f';/ Washington County Personal Property tax 14 63 ~ Pvramid Oil Company Account 57 65 tJ Bell Telephone Company Account 22 04 West Penn Power Company Account 25 27 Merle A McN_arv Share 'I:'. ttors' ~nmmic::c::in11 SlQR 1\1\ GlFmn E McNarv Share ExP-~utor~' commi c::~d n11 AQR on Samuel Goldfarb Attorney for estate 1.795 00 Register of Wills Filing Account 16 00 1f1& y P.JM ~ I Is-Cfd -ttwV\--~ fat£. ~i~J ..• -, :J. 1/ Ia{) rL1.t .. Y.i'J/ A{_ ~~-t.t~ ~Y:J COMMONWEALTH OF PENNSYLVANIA }se: COUNTY OF WASHINGTON ~ Me~l~ A. McNa~y and Gl~nn E. Mc;Na~y. EXeCUtOrSiH£REBY CERTIFY, THAT. TO THE BE•T OF MY KNOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSEI!I OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF Cla~ence d McNa~~ DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. ~ ql ivtr{j~ ..:J., (L. 5.) SWORN AND SUBSCRIBED BEFORE ME THIS /Z-PAY OP' ~. -a&l 1aer '7 ,8 69 ~ t ~'7/~ c:::jZ:, -'4~ A~C:i$e fZ -4-• ...,~ LOUISE L CARSON, NOTARY PUBLIC WASHINGTON, WASHING.! Oi'l CO., PA. MY COMMISSION EXPIRES SEPL 151 1973-- .... '· \·~ ·, ., ·. . \ .... .;, .. :• .-..... ·' . ' ,,·.&.. I . '. " . : ~ . I . ' ,I j .. " I l ,( l '. ~ ,, •· .I • J \.~ ~ l • ' ',·· ,,'' i ~ { I'· ....... \ . ~ ', '· <l I ! I , , ' , I '!; .J' h ): . ;. ··- -· . •' l I ... ,' ~ '~t .· .. ' .; C! ' ' ~ J. L ~. .,. I' :I . ' ' . } .' ...... _,' .. } •Jl ' , . .. .. I l ..... _ .. 1·. l . '· ' RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REFER TO 37-175-1 NOTICE OF FILING OF APPRAISEMENT MERLE A. McNARY & GLENN E. McNARY (Executor~· In Re : Estate of ____ ___:C::.:LAR==E:!!N~C=E_:J~ • ...!M.!.:c:!!N!!AR~Y:__ ___ _ ___ :~W~A.!!:S~H.::I:!!NG~T~O~N~------County -File No. 63-69-27 Dear ~ir. McNary: You are hereby notified that the or~inal appra,isement in the estate of Clarence J~ cNary has been filed in the office of the Register of Wills qf Washington County on April 22 , 19~. Said appraisement reflects the following valuations: ~t. Held Real Estate_~--------~~~~~- Personal Property ________ ~3~5L,4~1~8~.1~8~- ~ _______ .;:,1~5,~...:;2;..:3-=!-4.:...:•02;:::;-_ Total ___ ~--~--L5~0L,6~5~2~·~2~0-- As to such ~ax that is paid within three months.from dat~ of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the·rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. ·. Date ___ ~A~p~r=i=1~2=2~,~1~9~6~9 ___ _ Signe~&/ ~· .Q ~ Title W .R. CHANEY, CHI ~PPRAISER DATE,OF DEATH: December ~0, 1968 Note: This is not a bill. J '' RCC·39 (l!-66) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT •'-. -~ .... -,._ ·--·-SUMMARY Estate of McNARY; CLARENCE J. DATE OF DEATH 12-30-68 FILE NO. 63-69-27 : (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the 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: __ -=:04::t..--=2:..:2:....-~6L9 ____ _ 12-~0-68 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where i!:greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount reprt;sents the sum ' allowed as a deduction. Dated: REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAIS ED Real Property (Schedule A) $ $ $ Personal Property (Schedule B) 35~418. 18 35.418 18 Transfers (Schedule C) Joint-Held Property (Schedule E) 15,234. 02 15.23~ 02 TOTAL GROSS ASSETS 50,652 20 50,652 20 Less Debts and Deductions (SCHEDULE F:l CLEAR VALUE OF ESTATE -· i Valua·~ion of life estates or annuities .......•........... $. I I I ESTATE TAX ASSESSMENTS $ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on·$ 2% $ Tax'on $ ~ $ Tax on$ $ Tax on$ 10% $ Tax on$ 15% $ Exemptions • (*) As evidenced by Charitable Total Estate Exemption Certificates iss ued TOTAL TAX $ by the Secretary of Revenu ; e. Less tax previously paid $ I BALANCE $ Less 5% of tax if paid within 3 months after death $ BALANCE OF INHERITANCE TAX DUE $ Add interest at rate of 6% from to $ AMOUNT OF ESTATE TAX ASSESSED $ I Estate tax paid $ I BALANCE DUE $ Add interest at rate of 6% from I •o $ TOTAL TAX BALANCE $ PAID $ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where sub~equent adjustments are made 'to the above computation of tax by the Register of Wills, for proper reas on, same should be noted below, with short explanation. Will Administration ( No .................... Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF CLARENCE J. McNARY Deceased Late of ......... ~OTIWGMM.. 'rW.P..~ .......... .. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~· / ,- 0 ) t L <1 '11 Form~qcc-2 ,/' COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE T.t\X APJ:?RAISEMENT DATE ................. ~.P.~.~t ..... ~?.!..; .... ~.?.?..?. ..................... . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COUNTY .............. , .. ,.~ .. :v!.~.~~.~.~.<?.~ .......................... . FILE NO. .. ............ ~')::::..§.9.:.?.7 ........................................... .. Whereas, .......................................... ~J.:..~.~~.~~.~ .... ~ .. ~ .. J~~~.~:!. ............................................ late of ............................. ~~.~~.~&.~~ .... ~P. .. ~ ........................... .. in the County of ......................................... W.~§:~~A.M~.9.~ ............................................................ Commonwealth of Pennsylvania, having died on the ............................... .3..9 ... t.h ............................................ day of .......................... P..~.C:.~II_I~~.~ ........................ 19 ... ?..?. .. , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... , ............ W.!.~.~ .... G.~D:~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. Description of Asset PERSONALTY: eement dated Se • 20, 1967, for sale of real Donald W. Welsbacher and Dolores M. Welschar his wife. Mort a e from Wm. Domitrovic and Mildred Domitrovic, his wife dated 10-22-65. E uitable Life Assurance Society of United States. Personal propetey per public sale Savin s Acct. -Mellon Bank Savin s Acct. -Western Penns lvania National Bank. Return emium helath olicy, Bankers Lif and Casualty Company. JT. HELD: with Glenn E. McNary 1 1 Sav· s Ace. Western Penns lvania National Bank, ~ made joint with i'.lerle A. McNary. Checki Acct. Western Pennsylvania National Bank, made ·oint wibnh Merle A. McliTary, 22,205.6 .3,850.0 5 ,04.3. 8 1,.3.39.1 2, 883.3 16.5 79.7 11,031.56 .3, 988.36 Tot Unit Values $ Appraisement Made for Inheritance Tax Purpoaea 35,418 18 forrn~~·!;:fhb~': ::%:.w<>l"ll ~~~~~: ~; o~~~~Y~:S:~~·~ .. ~ove.•~~':".is~~~:~~~~ A~r-.... .. ...... ~'/ ............................... <r«~;;:;b... ...d .. st~~1·i ............................................................ .. · /--... ~'<. ... ~: . . .................................................................. , Penna. (Post Ofllee) ~ /, ..... WAS.HJ.NG:'rO.N.............................. Cou11ty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CLARENCE J. McNARY Deceased . . Late of NOTTINGHAM TWP. Date of Death, ........ P.~.~-~~~-~ .... ~Q?. ..... ~.?..~~-·············· Appra.isemel!t Docket Vol 37 ., ................................................ . Page, ....... .!?.~.~ ...................... No ... §r..~.9-::.?..7. .......... ~ ..... . Filed in Register's Office, ... ~~-~1 ........ ?? ........ 19.6..9 .. . Am.ount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Exanr,ined and Approved, Wrote abo.ut Appra.isement, Appeal ft'om Appraisement, Entered and charged, STilt.\ ..::o ~p l Sl::JJ~ Ol~i~'·,·~~ -!l:JSSna 00 : ~: lr/ 0 K:f' OL61 03ll~~~ .. I" •. .. .~ / RCC-4 (8-68) COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE . NO. A 0 8 53 4 4 OFFICI~L ~ECEIPT • PENNSYLVANIA INHERITANCE AND EST~TE TAX ;_ RECEIVED ONE HUNDRED SIX and 61/100 -... - -.. .. .. ... _ .. _ .. .. dollars Merle A. McNary & Glenn B. McNary. Bxcrs ~epresenting Pennsylvania Inheritance or :_From: C 0 ATTY • SAMUEL GOLDFARB Estate Tax due from the following estate: Address -516 WASHINGTON TRUST BLD • 2%Tax on $ ______ _ WASHINGTON, PBNNSYtVANIA 15301 63•69-27 File No. _______ Date of Death Date ~f Payment __ J_a_n_u_a_ry~_l_5......:•:....· _1_9_7_0 ___ ---1 CLARENCE J • McNARY Name of Decedent -------'----------1 WA-SHINGTON County ________ ~_·:__~·~-~--------------~ ') . ' Remarks: .. ,. ..1 l ·' ). ,. ·~ .......... . ,.,~ • . 6%Taxon $ ___ 3~0-L,l~9~~7.~8~3 __ _ 15% Tax on $. ________ _ %Tax on $ ________ _ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of Prev. __ %from--------- to _____________________ _ $ $ 1,811.87 $ $ $ )a. 1,811.87 11705.26 106.61 $ $. _______________ _ I ...... ~~ ~-··.lJl~U.[p,~~@5~:Wrn1 /~ E A L TOTAL AMOUNT PAID $·==1=0=6·==·6l=;j.·.j -.. .. • -' J" _ ..... f,~.-.~~· ·~ '·. ~' ~_, ·175 ··1 2 • NOTE: -This Triplicate Receipt to lie ~etained for O\ldot pur~f-•. / , . . . . . ... . i .... ~. -, . "" ~., -. r /., /. ~ h · · ~, · .• ~.-.~... Received by r.t(._,:;:?d__.c;..e!...r::' fl/'?f-r~t;..{..rc;...(.,'? NOTE: . In accepting the -iro'n'sfer'i~heritance tax an future estates, prior ta the death of the life a·· (Signature) , tenant or tenant for years, as evidenced by this receipt, it is understood that the Commonwealth shall r.-_· _ _,. / . / /- nat be precluded .or prevented from hereafter assessing additional inheritance tax at the death of the-L----=...(~-..!,(',f:.;;!:::p_::::..j.::..::..(;.· :..:·£,:(.::..::.(:.....· ----i"'i'Trc.,_~ •• &t-~-.:;::~:.....--"A~!":....-=t:..-=-•1,:.:.._,....-_;-;..-_·'-----llll life tenant or tenant. for years whenever it appears that such additional tax may be legally due ond 7 .I(Title) -~olle:ciible for any reas~n what~aever. • .