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HomeMy WebLinkAboutOC1969-0046 - ESTATE OF GRIMES------~~i~.~~~~~· --~--~--~P-E-T-IT_I_O_N __ S_U_R __ A_U_D_I_T~--~-~~~.~~~~Te~~m~te~:F-or~m~-J~-~1 IN THE ORPHANS' COURT _OF WASHINGTON COUNTY Estate. of ... ~!::~-~-~-?.-~_?;'_!;l;~_·.Q~tM~S.L_q...fuhL ...... · ....... . N 63-69-46 0 ..... -----------------------------····----------------------------- ............... MBS.~ .. WJJ,_LJAM.G.RlMES __ , ________________________ _ Deceased Date of Date of Decedent's death ..... :'J:~!?--~?::S.Y. .'!..~ _}~~-~-......... --................. Grant of Letters ......... c!.~~ :t:I.~~ Y.. ~-~-~-}~.?-~ ....................... . . . ... . \ Th. _.. ·t·h First and F·:lnai f'l d · .'th' · t t IS IS e ...............................•...............................•............. account 1 e m IS es a e 'If there have been former accounts filed in this estate, list file number,or number and t~rm .......... ~.?.J?:~---------------- Election to take Date Election Place of; Under or Against .will. (cross out one) Filed ---------------------------······· Record .: .. _ ......... ,., ............. . Name of surviving spouse .......... , .......... P.~.9.~?.-?..~~--~9;~ __ 9; __ ~-~9.<?.~-----------:···---------·--·····------------·····-------------------------:. · List is~ue, where-~ateria·l :~•; ·:-~· ::. '" . ·• · .:i · "· .~ .. ~:l ... ._ ~· ~~-. !_'. ' I •, .' Did decedent marry cifter execu~i~n q1~ t:l}? (indi.cat~) ~!:: No. Any chi.ldre.n qqr~ after execution of will? (indicate) Y N 'If · · --· th \ \' ' . . es. p . .-answer yes, nar.ne . em ... , .. -----------------'----------------.-------------------------------------------------------··-·····---------------·-········· • > .. \' ' . \ ~ . . . . ~ . ~~ ---.... -.. --.. -.... ---------...... -.. -· .. ----............. -.. --.. -.... -.. --............ --........ -............ -.......... -..... -.......... -........ -.. --.. -.... -........ -................ --.................. --.. -........ -................ -........ -.... --~-.. -.... -c..·--.-.... -.. --.-........ ------.. . Legatees Relationship I nteres.t Fiduciary, if deceased or not sui juris Lavina Reynolds Barkby Niece l/4th Residue . Sui Juris Howard Reynolds Brother 'l!4th Residue Sui Juris . M elvinReynolds Brother l/4th Residue Sui Juris Mervin Reynolds Nephew lf4th Residue Sui Juris List, if exceptions to above: · Adeemed: Revoked: Lapsed: Abated: Give Cause: .. NONE If partial intestacy, give facts: NONE Notice to interested parties. Have all parties, having either vested or c~ntingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Su_bdivision c) received written notice of the filing of the account and of call of audit? Yes. . MCKX · If . · · · · · None · '-any except1on g1ve cause: ............ : ................................ . F.1 f N . Notice cop·y of which is filed herewith. was mailed to· all interested 1 e copy o ot1ce · ,_ · -'--~ and date of mailingP.~ItJ~.:? .. ::·.A~g~~~--~~~-:-~-~-?-~-------~--~-: ... :.: .. ~-~~---}~-------~----···:·····---~-~--~------:.::-: .. ~.,.: .. '-~---·-············· .Is estate subject to the filir)g of a Federal EstQte To~ ReturJ:I~·N·····o.,, ........ @~f~·ar·················'iff'····:···························:· · -· .. ---· ·. Tax, pa1d on:)>..::;~, 0 u. 00 5-1o, Less 5-1o dlscount- . A t I t d P. ' I · T f 1-h "t T A ' $ 4 132 50 c ua paymen ma e on enn~y van1a rans .er n en once ax. . mount ............ ..t ••••• · .•• ~ •••• , ............................... . •r . . If the Will makes any portio.Q, .. Qf,estdt~ subject to ·(J life-estate, give name and birth date of lif_e tenant..9 .. ~9.~~ .... Give Names and addresses of all unpaid creditors who eire 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. There are no known unpaid creditors 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: \ -" r.. --_\ .. <.. ,._ -· '-.. ...: .. ). 'j - Balance for distribution per account, Itemize 'any additional debits not shown by Interest on $10,000.00 in H. Bonds, · for:·tnterest payments due 2/1/69 and 8/1/69 ll , .. f account: paid 8/6/69 $201.00 _20~~0 \ .\ . \ .: ,· -\ ~ ~T: ' $ 402.00 Total ~dditio~al debit~,· (Add) $ .... 1Q_~_,_QQ .................. . Itemize any additional credits not shown by account: To Howard :o. Stevens-reimb. fees & costs: Fee for filing account $18. 00 Pd. to Russell Marino, R~.-2 sh. CErtificates 2. 00 To Dr. Levin, -Last illn.ess 78.00 T t I dd't' I d't (S bt t) /' -.,;::::--·r $ 98.00 o a a 1 1ona ere 1 s u rae ' . -'-. . ................................... . '"' J, $ ..... ~~.i.?.?.1.~J7. .......... . Balance for distribution $ ...... ~-~-~-?.2.~-~--~2 ......... . If balance for distribution is not in cash, list each item held in kind, giving appra_ised Value (or distribution Value); CASH Advance -Distribution (See Exhibit No. 1 at page 3 of ~Account) . .,.c l .. c , ! , -\ \. ,,. . ?" .. $ 25,458. 17 120.00 25,578.17 ,).,, I r ·---~-·~·-.. ·--·- If Family Exemption claimed by Petition! give place of Record: ............. : .................... :.l':l:~!:l-~ .............. ~---··················· If Family_ Exemption is claimed at audit, give name, relationship and basis for Claim: ....... · .... N9.n.~ ..... · ...................... . List any advancement or distribution on account that has been made, and nature and amount of same: . . See Exhibit No .• I~ page 3 of Account Suggested distr.ibution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kir,~d if balance is not in cosh: residuary shares being stated in propqrtions: l' . HOWARD REYNOLDS Brother I < MELVIN REYNOLDS Brother MERVIN REYNOLDS Nephew LAVINA REYNOLDS BARKBY Niece COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly .......... · .. ~~~-~-~---···········doth depose and say that the. facts set forth in the foregoing petition are true to the best of ......... b.i:~=? ................. knowledge and belief . ................ SWQX'.:n .................... to a d subscribed before I/4th Residue I/4th Residue i/4th Residue . Diamond Ring-spedfically l:requeathed in Will . $ 100. 00 ·Watch -specifically bequeathed in, Will If4th Residue And your petitioner will ever pray, etc. 20.00 .......................... ~· .................................................................................................................... ·.~ .• (7 ..,1 ·, ."-'!·~ .• No. 63-69-46 Estate of ... ~~~-~-~-~-~-'T~ GRIMES, a/k/a --.......................... H ........................ . ' ' ' ~ .JY!BJ?.= .. W.!bb~AM . .9.~JM~~-~---··············· Deceased Fiduciary ... M~E.Y.~J::.B.~.Y.~~-~~-1?.~.-~~-~~~~~!' ,---............................... -.......... ----.... ----.... ----.. --.. --......... --.. ---.. ----............ --.... -.. . PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary wil'l submit herewith the following, in con-formUy w'ith Court Rules adopted effective Decer:nber 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. 3. 4. 5. 6. 7. 8. 9. 10. Copy of order appointing Guardian ad litem, if pert.ioent.--__.. ' ..... Copy of Order appointing Tru,stee ad · litem, if pertinent. · Proof of service of above. ( ' ' ' Letters Testa'rnentcicy or."' Administratiqn _:., C. T. A. or a':' atte,s1t copy of Wil,L Copy of inventory and apprais(\!ment. ·'"-f ··~ Proof of advertisement of grant of letters . if not filed with account. '. .. ' ~ . . Certificate of liens in case aAy of the :. funds for distribution are from judicia,! sale of real estate. Signed and itemized elections if any distribution in kind. Copy of Federal Estate Tax return if es- tate is subject thereto. J ·: '.} l..) ...... ) ( ..'/ Howard 0. Stevens, ·) .................................... -------................ ----............................. ---......... --.... ---.. --...... . Attorney ~2 ·1 ~ ~';r' "'"~~ I ,.· ·'-< ,- / --· - ·-i [' ·"" (' ;I -------~-----------~--~--------, IN THE ORPHAN'S COURT OF WASHINGTON COUNTY, PENNSYLVANIA Estate of 19 __ A.A. NOTICE OF FILING ACCOUNT AND AUDIT To the Heirs, Creditors and Other Persons Interested in Said Estate: Please take notice that the first and final account of $'/t~ti~u ft.'lill!t.~:.A~ aft c$>.1.U'v;t.!.~· 'm!O'"'W.W~*lll.t. .,(i!~l!·-'-·-· ____ of the above estate, was filed in the Office of the Regi~ter ·of Wills of ~as~~t~n County, Pennsylvania, on _4t4~ ___ .~16;. __ 191f:_, and is· docketed to the. above number. Also please take notice that the Orphans' Court. of Washington County, Pennsylvania, has fixed ___ _ W-edn.estla-y · , ~ell~ 13. 1~ at~~----O'.clock, ~~-· M. in its co~rtroom o~ fue Third ' Floor of the Courthouse, Washington, Pennsylvania, as· the time and place for the audit of said account. submitted, .Au.§Jf4 ·lt. tll -"-'-':o.------· 19_·-· ~~~d(/),~~ Above Notice sent·to: Lavina Reynolds Barkby • Buena Vista St .•. Canton. N. Carolina 28716 Howard Reynolds. R.D. #3. (Forward Twp) Mo.no_ngahela, Pa. 15063 Melvin, Reynolds. R. D. #3. (Forward Twp) Elizabeth. Pa. · 15037 Mervin Reynolds • 214 Hawthorne St •• Can<?nsburg. Pa. 15317 ,:l.fr· ... ----------- In t4t arnurt nf <trnmmnn Jl:enB nf lln.aqingtnn arnunty. J:enn.aylnnnin, ®rpqnn.a. arnurt ilinisinu ESTATE OF Elizabeth Grimes, a/k/a Mrs. William Grimes, Deceased. No. 63-69-46 In the matter of the First and Final Account of Mervin Reynolds, Executor. ADJUDICATION AND DECREE And now September / L , 19.6.9..._, this matter came on for hearing, audit and distribution at this session and testimon/taken; and thereupon, upon du·e consideration there.Qf, th.,Sl bala_r1ce for distribution in 1he hands of the Accountant is determined to be $ · ~2, 27t3,l:L 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 mode a part hereof, unless exceptions hereto be filed sec. reg. or an. appeal be token 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'::o---.:----------- AMomey _____ """""""H=o::o.:w~a_,r:.,;:d=-...;O_,.a.....::S-..t..,.e-..v .... e .... n-==s'-------- Russell Marino, Agent, transfer inheritance tax, Lavina Reynolds Barkby, niece, specific bequest in kind of Diamond Ring and Hatch,· held in kind and distributed as such at the appraised value 1 I credit to be taken by the accountant for items advanced prior to distribution by the Court, per receipt filed, Howard Reynolds, brother, 1/4 residue, Melvin Reynolds, brother, 1/4 residue, Mervin Reynolds, nephew, 1/4 residue, Lavina Reynolds Barkby, niece, 1/4 residue, .J . r ~ jJr ~ Ill J. - • c,, ('' _·r,. r ,, l ~' . J ·.r.I" ,-. _. - r \ \ ~ t:Y _.. = t:Y ;:::· ~ ....... -· b = ~ a, ~ ::} ~: ' ~ .') \I ~ \ r \l t ') 0 ( dJ + ) 0 ..... ~ r~ gw :I-z s .... p ~ ::r c lD :I 3 0 o+ ..... 0 a ..... nr .. 0 --+ ::r lD . ') . ~ .. ' r r ,. ., Cltnmmnuwralt4 nf Jruu9yluauia. t 99: llla94ingtnu Cltnunty. \ KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 14 day of January A. D. 19 69, before me, Russell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania, the last Will and Testament of ELIZABETH GRIMES also known as MRS. WILLIAM GRIMES, late of Canonsburg in the County aforesaid, deceased, (a true copy whereof is to these presents .annexed), was duly admitted to probate; and MERVIN REYNOLDS the Executor 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 , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said MERVIN REYNOLDS committing unto him the administration of all and sin_gular the goods and · chattels, rights and credits, which were of said deceased, and requiring him to exhibit a true and perfect inventory ther'eof 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 he,reun!o set ~¥.hand and the seal of said Office at Washington, thi~ f o u r t e e n t h '· :: day of ~ -January in the" y~ar of our Lord one thousand nine hundred-and s i x t y -n i n e. J '.4 .. ;-' / (/.) I?! • ~ ~ ..... H ..... t1 -~ t1 a H > 1'1 t Ul Gt ::s= ~ : ~ Cj) -i tn ~ -1'1 ..... N H 0 ~ ::s= "'I ~ t:t.l UlSI:I .. ::t "" ..... ~ t-t = I / / -... ... -. -; ''·: . . . • J . • • . \ . '; .· ·"';· '. . ., .. . .. . ~-.'---. ; . . ) 1 . , ·. I . . I ' J . il . ~I J tl l .I I • . , ·' .--~--.-. ------------.--- --, ,,'-.1_ Affibnuit ®f fxrrutnr ®r A~miuistrutnr §;tidt nf Jrnusglua:nta:. } B.ll: Cltnuntg nf Ba:slttngtriu .. . Personally before me, the undersigned authority, a ................ N..q~9.:!:Y. .. P..!-l-P..U .. 9. .......... -................. in and for sa•id Oounty and State, appeared ...................... M~.B.YJN. ..... R.E.Y.N.O.L.D..S. ................ _ .... -.. ··············-······················-·····who, being duly sworn according to law, djkoses and says that he is the executor mxxctmixxix:max:!XlXof the estate.of ~-~-~-~-~~-=-~:~.5:~~:::.~.~-~-~-~---··!.·-~-':~---~.:.~--~----·~-~-~~-~-~-~---q_:_~?.d~&!sed, tha~i\~~b~fA~bsrr~~l~s, ~~n~~i~~te a complete n).ventory and appraisement of the real and personal estate of ..... M·F-·6-···-·:W.'l:Ulam··G:Plme-s····-······ deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real •and personal estate in the foregoing· schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each -item rna~~ by the above named Executor ~. . ' - . b f h' ~j}v : d~:S~~E:~-i:u~ = } ~~s~~n · l§~l;8zu~i:I'FI~~· ~~ .f--RDITIONAL INSTRU~IONS . . 1. -An Jllmlttlnt~Ojn'Umll be fired-wflhm ~ree months after appomtment of personal representative. 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 Oopies 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 . . llnutntnru anll i\v.praistmtnt of the goods and chattels, rights and credits which were .. ELIZABETH GRIMES# also known as of;<:'JYLR.S. ..•.... :WtL.L.lA.M ... GR.lME .. S..,. ................................... _.late of ........... C.an.on.s.burg-#·····--···················································-········- Washington County, Pa., taken and made in conformity with the above affidavit. PERSONALTY: Savings Account No. 5511 in Mellon National Bank and Trust Company, (Washington Office))in·n/o Mr. or Mrs. William Grimes, Jr. (Mr. William Grimes died August 17, 195, ). DOLLARS Balance date of death 5-, 06 9 83 Savings Account No. 24 in Western Pennsylvania National Bank (Houston Office) in n/o Mrs. Wm. Grimes. Balance date of death 7, 026 34 Checking Account No. 152 743 773 in Western Pennsylvania National Bank (Houston Office) in n/o Mrs. William Grimes. Balance date of death 10 -$1# 000.00 United. States Savings Bortds1 _Series H 01 all issued as of June 6, 1955, and maturing 9 years and 8 months from issue date, in the name of Mrs. Elizabeth Grimes and numbered. as follows: M 1122117 H M 1122118 H M 1122119 H M 1122120 H M 1122121H M 1122122 H M 1122123 H M 1122124 H M 1122125 H M 1122126 H Paid up Life Insurance Policy No. 1361028 M in Metropolitan Life Insurance Company -no named beneficiary -payable to Estate 1, 769· 33 10, 000 00 699 25 CENTS J . I • t ,. ·v~ ''09 tWlDNHiSVM .Sll~M -~0 ·~31SH>3~ . o:t4hh,~ 113ss·mi ... . . ' .,. • < t ': .. :' '1\1 ....... '. '. ...,. ~ "' r--!.: i . , .. : .. : i ; i ; ; ~ i ~ ; i . i·· .. ! l -! j I ,:; -. ~ ~. I ,, ~~ . i-: "";~ .. .,. . "· .. r:-, Ac :---:, i ,..,_ .. I .• " I .I,~"IJm l 'lrlp'lt I ~ t : j I ~ I I ~ I en ~ l ~ ' i ; ·o ~ . ,. ' . ~ ...... ··~ ~ <:'! "' ~ \ .... 0 ~ ... '< ~ ""~ ~ ~ I i ~ ... ~. ~ t:· "' ~· (i) ~ .· .... ~ 1\.Y. ~ • t .... ~· . .., ~., Estate of Elizabeth Grimes, a/k/a Mrs •. William Grimes, Deceased . PERSO~ALT_¥ (Continued) 1 Diamond Ring (Appraised Value)~ $ 100. 00 Ladies Wrist Watch (Appraised Value) 20~ 00 Refund of balance in "Cash Deposit" from. Thomas Nursing Home:~, Canonsburg, Pa. 44.00 147 shares Continental Can. Company c.ommon stock, ih n/o Elizabeth Grimes. · @ 65-.7/16 9,~,6l9.31 TOTAL PERSONALTY $ 34~ 348.06 .REALTY: NONE .I ' ..._'"t ... vC . O(;I uC. u: OG.!' .. • r ... ,..., I "1 4 I ,., ., ~. ... ~-( ' (·. I ..... ~·-'·• , )· ·r, T '1 ... ·. ;(• J....< .:.l .... J ...... -" . .' _:.. :_ -~ ...!... ._ ~- (I ~\""~··'··').,..· :... II • f .J:.. _. ~ • I i • c, . ; -C- ( . I_., T ...... -· -) ~ r.· -·, J.) -" • ---c, ~J·. II,< ' . ...i ,. \.. • J 4~ JJ ,I l .• ) ... .J .l. .... ,r ..; 1. J. S2 . I tUU S2 HV~ 69, . .- ~0311:1 .• .,. _.:.-I I r in ,· I,, . . ~ IN THE eOURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION FIRST.AND FINAL ACCOUNT OF MERVIN REYNOLDS, EXECUTOR OE THE ESTA~E OF ELIZABETH GRIMES, . a/k/a MRS~."'WILLIAM GRIMES, DECEASED. NO. 63~.69-46 -----~----·-------------------·-~---~------ Receipts ·(Page 1) Disbursements (Page l.) Receipts {Page 2.') Disbursements {Page .2) SCHEDULE A~ . PRINCIPAL,..PERSONALTY $ 34,536.62 -_·92 ~6~.j~ Balance Principal ... Personalty SCHEDULE B ~' INCOME.,.PERSONALTY $ 241.90 241~·90 Balance Income.,..Personalty . ~ .. ~ SCHEDULE i"€~· PRINCIPAL-REALTY NONE NET BALANCE Net Balance consists of the following:· . PRINCIPAL-PERSONALTY: . ~ .. CASH $ 15, 154. 17 IN KIND: 10 -$1000.'00 Series H.Bonds 10,000.00 ADVANCE DISTRIBUTION: · {See Exhibit No~ 1,· Page 3.) · __ ..;. _ _!2_9 !: . ..0.2. $ 25., 274. 17 . o. 00 __ j $ 25,274.17 ============= . $ 25, 274.'17 =========.:== . •'. It i '· Re: Estate of Elizabeth Grimes·, a/k/a Mrs.·. William Grimes I ;. SCHEDULE A. PRINCIPAL-PERSONALTY ______ --:"" _______ _ RECEIPTS To amount of Inventory and Appraisement filed $ 34, 348.06 Other Receipts: l/18/6 9 l/18/69 3/24/69 3/25/6 9 5/10/6 9 6/28/69 '· LOSS on sale 147 shares Continental Can Company, common stock, as ~ollows: Inventory Value Net pr()ceeds sale LOSS Transferred from Income-:-Personalty $ 9,619.31. _92.~6~.J~ 241.90 Total Receipts $ 34,536.62 DISBURSEMENTS Colonial Pharmacy Drugs -last illness Speakman Funeral Home Funeral Exp@nses Commonwealth of Penna. Payment on Pennsylvania Transfer Inheritance Tax Memoria;t Hospital Last illness Kurtz Monument Co. Lettering on grave marker John A. Vesely, M.D Medical expenses Howard 0. Stevens, Attorney: Reimbursement for costs advanced: l/13/6 9 1124/69 2/11/69 l/27/6 9 3.]24/69 3/24/69 Russell Marino, Reg. Washington .co. Reports The Daily Notes Russell Marino, Reg. Russell Marino, Reg. John P. Liekar · Mervyn R~_;y:nolds, Executor '·. Howard 0. Stevens, Grant Letters, l certif •. $20.50 Advertising Letters 14.00 Advertising Letters 12.50 3 short certificates 3. 00 . Filing Inventory 3. 00 notary fees _ __5..!_ O_Q Executor's commission Attorney fee 28.95 1,578.00 4,132.50 4.00 1'4'~ 00 58.00 1~00.00 ~otal Disbursements $ t9..,la62.45 ======== Page l. Re:. Estate of Elizabeth Grimes~ a/k/a Mrs. William Grimes :INTEREST as follows: SCHEDULE B> INCOME:~.PERSONALTY -.------------·- RECEIPTS Interest on Savings Ac:count No. 55lfin Mellon National Bank and Trust Gompany.{Washington Office)!· paid May 1. 1969 - Interest on Sav;ings Account No. 24 in Western Pennsylvania National Bank '(Houston Office) paid May 30. 1969 Total Receipts DISBURSEMENTS: Transferred to Principal-Personalty Total Disbursements SCHEDULE (i) .. PRINCIPAL-REALTY NONE Page 2. $ 101.38 140.52 . ----------$ 241.90 $ 241.90 ------------------ -~--~------------------=,.,:----:--:----------.,-------.,....---------, (;.-. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS'' COURT DIVISION EXHIBIT NO~ • l. -------_,-- ADVANCE DISTRIBUTION --------------- ·" ~·· Following distribution made in kind: LAVINA REYNOLDS BARKEY • Diamond Ring -specifically bequeathed in Will $ 100.00 ~watch -specifically beque;:tthed ·in Wi~l Total . (Receipt for above has been received by Executor and will be filed with the Court at time of Audit)-: . Page 3. · 20. oo· $· 120.00 THE DAILY, NOTES CANONSBURG, PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784, &ec. 3, paragraph (3) and (25). State of Pennsylvania } County of Washington ss. Personallx apP.eared before me, a Notary Public in and for said county and state, Mabel ~. Day . . -------------------------------------------------------• who bemg duly sworn, deposes and says. that __ _she_ _____ is theb..Q_Q_kk~e_p_e&l the Notes Publishing & Printing Co., a Penn- sylvania corporation, and its agent in this behalf: thrut the said company is the pub- lisher of The Daily Notes, published daily except Saturday and Sunday, having its place of business at Canonsburg, Washington County, Pennsylvania; that <the said Daily Notes was established August 1, 1875; that the printed no:tice or advertisement, attached here'to is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said newspaper in its regular issues on the following ~Aes: _ J anu~r~--~7_!_.~-~E~~~!'Y_J_! ____ ~~~~~~!-~~..!-~?. .... ~------................... . that the affiant or the corporation ~n behalf of which __________ SJJ,~-is acting is not inter- ested in the subject ~m1tter of said riotice or advertising. and that all of the allegations of thi' affidavit ., to <ho timo, plaoo and ohacaot~o"J,' ~ ~-.--·-------------~------&0 eeperft- Sworn to and subscribed before me this lOth Eebruary · 6,9 ·=bii~~~= -~·hi~1 ~ounty, Pa. --My Commission Expires March 3Q1, W7Q • EXECUTOR'S 'NOTICE_, .Estate of 'Elizabeth . G_r1mes, a/k/a M1·s. \\{illiam Gnmes. de-, ceased, late of canonsburg, \'\'ash- ington County, P-enna. J_,ETTlDRS Testament~ry upon the above estate h1wmg b~en granted to the undersignec!, not1ce is hereby given to tl')ose md.ebted th'ereto to ma.l'e ·. imme~ia.te P~Y­ment and to those havmg cla1ms o'r" d~mands to present them for settlement. · . t Mervin Reynolds, Execu or 214 Hawthorne Street ca,{onsburg, pa·. 15317 a 0\,•aJ'd 0.1 Stev<ms, Attorney Mellon Bani' ~ldg·._ Canonsburg, Pa. lo317 January 27, Feb. 3, 10, 1969 Washington County Reports 63 SOUTH MAIN STREET Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY OF WASHINGTON) STATF. 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 rhis behalf; that the said WASHINGTON COL'NTY REPORTS was established on March 31, 1920, and was designated as the official legal public~t~.~n .. .)or Washington County, Pennsylvania, by. order of. the several courts of satd' €.ou,nty, dated November 11, 1920; that the pnnted nottce or adver- tisement attached·:·hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ....... Janua~¥---30.,. ... 1.9.6.9 .................................. . ... -.. Eebt:1.ta~.y ... .6.,. ... 13., ... ~9-6.9 ...................... . that the affiant or the corporation in behalf of which he is acting is not interested in the subject mafi:er of said notice or advertising and that all of the allegations of '"' •""'"'~ •od ~"'&2"'•• •re •ru•. ··":::-<. _ ...................... ~('''''''"''''''"'''''~~-- ·•· _ E~m Sworn to an· su~scribed before me this -.... _. 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 them for settlement to the Executors or Admin- istrators or their Attorneys . • • • • • • • • • • • • • • • • • GRIMES. ELIZABETH a/k/a MRS. WILLIAM GRIMES, Dec'd. Late of Canonsburg, Washington County, Penna. Executor: Mervin Reynolds, 214 Haw-thorne St., Canonsburg, Pa. 15317 Attorney: Howard 0. Stevens, Mel-lon Bank Bldg., Canonsburg, Pa. I. ·~ 1 \ I :! ' ~ "' \l ';.f ~I '- 1. • ·~'I "' I'· 0~ ! I ! .... ~ .• lllllll.l__ . !. r v ~\ ~ '.. ~ .'\ \ ~~ I~ No. 63-o»-· Jl· -----------------------~--~-~-~-?.~: ..... : .. -~: __________________ __1~---~-=-. ESTATE OF ELIZABETH GRIMES, a/k/a ______ M~-~-: ___ yy_~-~~-~-AM .. 9.B:.~.M-~_§_~------------------· -------~-~B:.§T ___ !\~P .. E~~A.~-----------Account of MERVIN R~.X-~Q-~p_§_~----~-~-~~-~tg_r · Filed this ................ day oL---------------------------------------------- 19 ........... .. Register '~~,.0 -~,_,;; ·jr '~~ ;9~6.1°:e t:vi~i--~c~~--p --~~~::·-~~-t?~:~~ -:::.: ~ (/1 :::= ~ mation.;:: lfJ {fj rr~ ~I '1tu'' -f ~ • I, /':1 n"T.'l -..... r-v..,J~ 1\.W~.,. ·• _ ... : ... ·····--------··-------------~---············ RegisteG~!l'l Ex-Offido_CJerk;;;o£ 0. C. ,$.-~! ,_, ..., -. b ~:a ...r:::' '·_ F' ~~ "U r= Q c..n: 'ri-(/') ~ ;· [. Howard 0. Stevens, .Attorney for Accountant ..,. ... / / .,. .. -~. bk-r. IS ;,_-f~ ~~ __ " ·~,· I ·! ::0 ID (Q ;;;· iii ... ~ ~; ::.:) Ul·: ------cr•: H ')J!<i.ll. ~ ~) ~ ),/ :::r --l ; :::J -. . (Q ~ ' ~ ... "'~ .... , ~~ .llg ,I . ·,, :; -);n .. l • ,. ~ ,0.., '"61 ''"' ,,.• ,!; ·~~~;§)/ )' .. J ·f' .... ) ·>:\\ ~ t~~~~-IU~\''e:l ' ' C/1 l!i:~~ ' "' -<>z , •• c..(")~-g ·ru· >o-· . z:;;;:z,.. :• ~~£:;;; i . :l:)cno;:o; • -<cnZJ> .co>~(")-:rJ p gz ~,z2. e>><-.ll) ~~--<~ ~,, {I)~~ c;· a.. 0 "< 0 .... il"....t :~ ,,__. !-< ~ im \CO a.. ~ :T-"' n ID q 0 0 ,-·" ~ .... ~ 3 g-:ti -·. """ c.. .., -~ 0"' ~ a.. "" .,.o < 0. ~ 0 n • ---. , 0 ~ ~ ~ ~ ~ zs;•-<' " g ?m~...-~ ~ Q. 0 ~ ~ ;;· : :::J :::J 0 < 0 (\'0. "' -~ . • , ' 0 ~ 0.. Tt\::0 _,. ::;r ~c: ... D. 0 :I iD :::r -_,. , ID < ~ :c:r--o m -· ;,__"""" ~ (Q 0 lt'n ;:_ :;;:· :; !<l'g :;· ~ ~ jC>.; ~ m :r !C>fl 8 '8 -· ' •. c: "' ID :::J . < ... :::J ~ -· -· 0 a.. :::J ::-. : m n :tl) :::J ;.. ID : ~ (1) -+ : a.. 3. 0 ~ : /Jt 0"' 0 0 :cr---: "< 5 ~ : 'tJ ID 'tJ . : 0 ... ~ 0 , C/1 ..... iil 0 (I) I ~ -1 :::r ID ~ :::;: :::r :::J :::J 0 3 ID a.. )> n 8 c: :::J -0 :::J - 0"' !!!. :::J (Q a.. c: .:z Ill ~ 0 ... :::J 0 n n 0 ., a.. :::J (Q 0 0 !- . a.. ID , 0 C/1 ID rn 0 :::J a.. Ill 0 "< rn :;:. 0 --:::r ID 0 0"' 0 < ID 0 n 8 c: :s - ~ "' -1 l> "' -t :I: m z 0 (j) "'1'1 -1 ., 0 m z z n z "' 0 ,.. c ~-z -t )> .:< z ~ ~ "' ~ "'-! ,· "'· ;:-:--·~-----~---~. .• [ ___ .... _ ·-.-·-··-· .. · .. -·~- ; .. :·· • ;· . .. ;. .· . • . CCnuutu ·- ·In the matter or tile Audit or Account in · .. Estate or, ELIZABETH GRIMES,;· No. __ _ 63-69-46 -----------.... 19 __ ._, A. A. ' a/k/a MRS~ .WILLIAM GRIMES Deceased . TO THE AUDITIXG JUDGE: . MERVIN REYNOLDS; Exe.cutor lim the above Enter ___ --=.m::.:..~y _____ appearance ror----------------"------· ·------- captioned estate, . ·/ ... ;IL~J~}L.;"Q lOth· day ~r September N. B.-Counsel shall, br separate paper, present a concise statement or .each claim, with supportin;: calculation of any interest claimed. Objections to an account as filed·, shall be concisely ·st2.ted in a· separate paper. Council su:;gestir.g proper d!stribution shall file a separate concise state- ment in that regard. .19~ j ·• i I IN THE ORPHANS' COURT.OF WASHINGTON COUNTY, PENNSYLVANIA ESTATE OF: ELIZABETH GRIMES, a/k.fa MRS~·WILLIAM GRIMES, Deceased .. .No. 63-69-46 of 1969 R E C 'E I P T And now~ this __ /~/ .J!:aa_y of __ J...J1_1!/ U lf:t3-·Y-~ 196 9·, I., the undersigned, LAVINA REYNOLDS BARKEY~ of Buena/Vista Street.,· · Canton, North Carolina~ hereby acknowledge to have received this day of MERVIN REYNOLDS., Executor of the Estate cf Elizabeth Grimes., a/k/a Mrs. William Grimes, Deceased., the items of personal property bequeathed . to me in the Last Will and Testament of Elizabeth Grimes~ Deceased., as · follows: · 1 Diamond Ring 1 Watch And in consideration thereof, I hereby. release, exonerate and discharge the Estate of Elizabeth Grime.s, a/k/a Mrs •. William Grimes., . Deceased, and the said Mervin Reynolds, Exec1,1.tor, of and from any and all further claims., demands, or accounting,. for or on account of the items of personal property hereinabove mentioned. WITNESS my hand and seal the day and year first above written • . Witness: ~~~~!? .R~~iSeal) Lr~~~Rey'rl~ws Barkby · r .j ··· .. -~ , .... .. Form RCC-33 COMMONWEALTH OF PENNSVL VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS J WASHINGTON RESIDENT DECEDENT COUNTY OF ......... : .................................................. ~-........................ . IMPORTANT: This return must be completed in detail and filed in duplicate, ·with will attached, with the· Register of Wills of the County where decedent ·resided; .Return ;l.s due within one year .after date of death, unless an extension is _granted by the Secretary of Revenue. (Section 703 of th~_.In~eritance_.~n~ .E.~t!J.te .'.!'e,x A,ct of 1~§1.) -I~ State of ......... :P .. ~.P.:P.:.~Y.!.Y.9.:.~.9.: ...................................................... : ... } . . ss: county of .... W.ash;i,ng:t.o.n ..................... , ... , ................................... . MERVIN REYNOLDS ....... :., ................................................................................................................. : ........ ; ........ , ............................................................................................... :····· .. ····· ................................................................................... . of the estate of the above-named decedent being duly sworn, depose S and say S Name and address of attorney or} other authorized representativ~ to ....... whom all correspondence should be. . mailed. ..... How.ar.d ... Q ...... St.e.v.en.s.~ .... A.t.t..o.r..ney .... a.t .L~w. ................................................................................................. . . .... 1\II.eUo.n .. B..ank Bldg ....... C c:w.,_qn$.P.:Y.:r.g ...... :P.?.: .. ~--JQ~ E ................................................................ . That as such ..... ~~!?..9.~t.9.t .................... deponent is familiar with the affairs of sa_id estate and the property con- IJ•:x .. cut.or-AcJministratorl 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 ::~.s agent or deputy, with the exception of ·the following:- .. . NAME AND ADDRESS OF BANK OR OTHER H~S-TITUTION THIS SAFE DEPOSiT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO_DEC~DENT Western Pennsylvania National Bank Houston Office Houston Pa Mrs. Elizabeth Grimes~ That the contents of said safe deposit box or boxes are itemized under Schedules return, with the exception of the following, for the reasons hereinafter set forth: None B. of this That Sc.hedu/e A attached qereto 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 valu~tion 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 death, whether in decedent's immediate possession, standing to decedent's credit in banks . -of deposit, savings banks, trust companies, or other institutions, whether· individually, or in trust f'or any other person or persons giving also separately the accrued interest thereon, if any, down. to''the' fast interest day prior to decedent's death in tl:le case of 'savings banks, and to the date of d~ceden't' s 'death'' --~ ... ' in all other cases; all bonds, postal savings, treasury certificates or notes and other,•evil;l.ence of in- debtedness of the un'ited--States to the 'decedent; all obligations, whether by statute o~ agree~ent they • r- are designated as tax free, of the United States, or any state, or political subdivisi~n· ·thereof, or of any foreign country~ ~hich are owned 'at the time of death; all wearing apparel, jewelry,!silverware, pic-'-. _ .... tures, books, works ·of art, household furniture, horses, carriages, automobiles, boats,·:ari9•any and all other personal chattels of' whatsoever kind or nature, lef't by decedent, together .with the fal~lY, estimated market value thereof; all bonds and mortga~es held by decedent' and of all claims due and ~Wiqg decedent at the time of death, and all promissory n~tes or-other instrumen'ts in writing for th'e payment o'r m~~ey of which decedent died possessed, of whatsoever nature, wi~h 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 and endowment contracts the proceeds of' which were payabl~ 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 ~t the time of death, with the market value thereof at such tim~. 'i.: .. 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 intere.st there is annexed to said schedule, fin.ancial 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 agreeme~t) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the l;msiness as may be pertinent to a fair and just ·appraisal of the decedent's interest therein must be submitted.· It should also set forth in itemizeci.:for-m,. tcigeth~·r WHh the. fair mar.'ket value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and ~ade part hereo/s~t/forth a true finswer t~ each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to }l'hpmLtr.ansf~·rred, the relationship of the transferees to the decedent, the proportionate share received by each transfe~ee and all other facts of a pertinent nature regarding said transTers. In the case of t~ansfers int~nded to take effect in possession or enjoyment at or after death, there is also attached to the schedule·a copy 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 pa£ses ·at d~ecedent' s death by virtue of the exercise by decedent, either inlfividually,.orjointly with another, or any power of appoint- ment vested in decedent, ,either~·ind.ividually qf'ijointly, by the. will, deed, or other i'nstrument of another, with a copy of tl')e il}strumen~ creati!lg 1such ~o~er ·atta?hed t.C! 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, toget~er with the ages at the time of dece·dent's death of all minors, annuitants and beneficiaries for life under rlecedent'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 her·eto .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 _instr~ents effe~ting the vest~ture_of real estate and the date. of acquisi.tion,of pers,onalty, plus fthe nam~, · addre.ss ·and ·relat:~onsh~~' .· £~ any, of co-ownef~ tb th,e 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 commis~io~s paid or to be paid; cost expended for burial trusts~ tom~stones 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 accru~d. cha.'rge.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, c'ommission or debt is less than the estimat~d ~ount 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. rhat 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 ... '?.:::S( .. !.!:::- . .Msreh day of ... &.J.t,u~ ....... 19 ...... 9. .. ~. ...P'~: ........................................................................ -... ......................................... /.... /) 'P ·· (E:recutor-l.il~»~· f.m!~~ .JI...C .... c;/~ ~.. . ................ .. ... ~.J~ ... H.9.:w.:t.h.9.r.n~ ..... S.t.r..g.g.t... ................................................. . ~OTE: filled • JOAN P. LIEK,\R, Notary Public (Street Number) : ~~s~b~~~~~~g~u~J:IR~~-.... g.~~~.~?~T.g,~.:.!.?.~.~.~.}.?.~P ............................................ ~.:. o ~-' JANUARY 30, 1970 (City ·or Town and State) Befor~,~"Signing affidavit make sure all blank spaces in the affidavit and schedules annexed are in 'wi'th details or the word "None", and in case the ~ssets include rare and unlisted securities,· securities ~f 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) . COMMOII'.\YEAL TH OF PENNSYLVANIA B-EPARTMElH OF REVENUE BUR[:AU OF COUNTY COLLECTIO.NS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE·"A" -R.EAL PROPERTY ~ ~ •)i I Real property in Pennsylvania, with statement of mortgage encumbrances up_on each parcel at death of dece-,. d~nt .• "':.Where. property heid as joint tenC!nt or tenancy by entireties, report on Schedule "E". Proper(ty·heldoby ,-1, -··,.f . ., II• 1 the .dece.dent· as ten'ant in common with another or others, should .beridentified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real pro~erty .loca(ed In the Commo('lwealth of Pennsylvania should be ( 1) (2) (3) .descdbed by· lot and block n~mber, ~treet and street numb.er, together wl th DEPARTMENT .. :a_general description of the property,· with a ref~rence to' the record of the ASSESSED VALUE VALUATION conveyance by which the decedent jbok title; If a farm ·stdte number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write o'f decedent. Taxes;' assessments, acciued Interest on mortgage!;, etc.,are DEATH In this space) to be listed on Scheaule."F" and must not _be deducted from this schedule. . .. .. ... ·· . ..:· . 1 ' .. ' ' NONE • . .t _,....--_ . . - .. -~ .,1 . _, ·, ' I I ~ \· -.. ,. ·' ' . -I ·• - . . \ .. Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page ofrthis return. NONE I ' . . RCC-35 ~-,_.-COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT · SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: Thi~ Schedule must disclose all tangible and intangible personal property owned individually · by the decedent, at the time of his death. Property owned by the decedent jointly with another or others " must be listed under Schedule "E". Intangible personal property, 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 a~y 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 1L. Savings Account No. 55.11 in'Mellon National Bank and Trust Company, (Washington Office) in n/o Mr. or lMrs •. William Grimes,. Jr. (Mr. William: Grimes died August 17 .. 1951). Balance date of death 2.: · Savings Account No. 24 in Western Pennsylvania National Bank (Houston Office) in n/o Mrs. Wm. Grimes. · Balance date of d.eath 3. 4. Checking Account No~ 15.2 743· 77~ in Western Pennsylvania National Bank (Houston Office, in n/o Mrs. William Grimes •. Balance date of death 10_-$1,000.00 United States Savings Bonds, SeriEs H., all issued as of Jup:e 6, 1955, and maturing 9 years and 8 months from issue date, in the name of Mrs. Elizabeth Grimes and numbered as follows: M 1122117 H M 1122118 H M 1122119 H M 112212Q H M 1122121 H M 1122122 H M 1122123-H M 112212.4 H M 1122125 H M 1122126 H 5. Paid up Life Insurance Policy No. 1361028 M in' Metropolitan Life Insurance Company -no named beneficiary -payable to Estate 6. Ladies Diamond Ring (Appraised Value) 7. Ladies Wrist Watch (Appraised Value} 8. Refund of balance in "Cash Deposit'" from Thoma 3 Nursing Home, Canonsburg, Pa. 9. 147 shares -Continental Can Company, common stock, in n/o Elizabeth Grimes @ 65-8/16ths Insert this to tal opposite "Pe,:s~:~ ;.,(.r ty", Schedule "B" in the "As Reported" col-on the ge of this return. UNIT ESTIMATED VALUE MARKEr VALUE $ 71p26~34 11769.33 10,.000.00 lOO,OO 44.0.0 91619.31 X X $34,348.06 DEPARTMENT VALUATION (Do not write in this space) RCC-36 ~ Hnn'I0:\·'1'1'.:..\LTH OF PENNSYLVANIA TIUNSFER INHE!UTAN.CE 'fAX . HESIDE;.iT DECEDENT SCHEDULE "C" TR.A.NSFErtS (1) Dirt rlecedent, 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) ~0 (2) Did rlecedent, within two years of death, transfer property from himself to himself and another or others (inclurling a spouse) in _joint ownership? (Answer yes or no) ~0 (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer ----------- (b): State of decedent's health at time of making the transfer. (Note 1). (c) Cause of· decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) __ ~ __ 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 val_u_a_b_l_e-an-d-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) ~0- (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) ~0 - (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) ___.~,_,__,0~-- (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 r-evoke, or which c01lld revert to rlecedent under terms of transfer or by operation of _law? (Answer yes or no) ~0 . . . · (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 decerlent alone or the decedent anrl 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 trans.fers and to whom transferred, with relationship of. transferees to deced~nt, 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 ~O~E [nsP.rt ·this total opposite "Transfers", Schedule "C" in the "As Reporterl" column on the last page_ of this return. MAIUCET VALUE (Estimated) NONE DEPT. VALUATION . (Dept. Only) FtCG:-38 ~·· COMMONWEALTH OF PENNSYLVANIA THANSFl~H INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY HiSTRrCTIOKS: 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 vestiture, but do not include entireties o~ out of state real. estate value in estate valuation column. Personal property should be listed as 1n 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! Address and Relationship of Co-Owners, and Place i of Record of Instrument, where Real Estate. 1 Unit Value Percentage_ Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. NONE .. Insert this total opposite "Jointly Owned Property", Schedule -"E" in the "As Reported" column on the last page of this return. Value of Entire · Property NONE Value of Decedent's Interest \ h RCC-37 {12-63) t{tHI:\tn':'\WE.-\l.Til OF PE:"\':'\SYYL:\NIA TRANSFER 1!'\HEHITA!'\l'E T.\X RESIDENT DEL'EDENT BENEFICIARIES AND ADDRESSES Stat_e full names and addresses o'f 'a'll who ave an interest, vested, contingent or other- wise, in estate) Lavina Reynolds Barkby --. < - -Buena Vista St. 'Canton, North. Carolina Howard Reyn_olds R.D. #3 Forward Township~ Mon.ongahela, Ra~ Melvin Reynolds R.D. #3 Forward Township, Elizabeth, Pa. Mervin Reynolds 214 Hawthorne St. Canonsburg# Pa. 15317 -· ~ ' - -· - ... SCHEDULE "o:· BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or illegitimate children DECEDENT are involved, set STATE YES forth this fact.) OR NO Niece Yes Brother Yes Brother Yes Nephew Yes ~ - I I . (. DATE INTEREST OF OF BENEFICIARY IN ESTATE BIRTH Sui Juris Specific Legatee and l/4th Residue ···:· -. . . ,, .. ,.. ... ·,\·;.¥ Sui Juris l/4th Residue ·- Sui Juris l/4th Residue Sui Juris l/4th Residue .. ' I - ~ - - ,, -- '' ., ! Deponent further says that all the above-named be_l)~ficiaries are living at this time except below: NAME ATE OF DEATH RESIDENCE None . ... Will Book Will ~~ ! No . .1.0.7 ........ . "rexr P.ag.e .. 116 ..... P.oJ THE ~lATTER OF THE APPRAISEMENT ~. OF-THE ESTATE OF ELIZABETH GRIMES, a/k/a 1\II~~~ ... WI~~Ij\)VI QRPVI~S.~ ...... . Deceased Late of ....... C:.<3:I1()!lf:l.ll.1l:r'K.L .......... . County of . W;:q:;;l::l.~ng:to:n.. . .. Commonwealth of Pennsylvania REPORT AND APPRAISAL -r:t ~----0 ~-. ···a·<· .-~~ ~-- "'t)'l ~€A ... ~:<f Howard 0. Stevens, Attorney -- - h ;) :.;; : ., c. ·~ - ') r ,. . ' ) (Executor-Administrator must complete "As Reported" column #L) (') .... s; "' ~· I);> .: X .. !);>· 0"· ~' ~ "'0 :::0 .., (l) (l) I);> .., I);> ::s "' -"' 0 ·. ...... ::s "'0 (l) I);> .., .., -0 "' '0 ~ ~ .g ~ -~ "' (l) .., .... '< S'· .... (l) ~~ :w :.,p.. !oo :w ;.,p.. :e» :• -<En U') c: ~ ~ > :::0 rJ) U') U') ......::. () (') (') ?" ?" ::r' q ~ >; ~ ....._ . ......_ ~ ~ ~ :w :.,p.. -!o > :w "' :o :.,p.. . :::0 :oo :o (l)- JO • !' ~ ~ II II :o . :en.: :o :o : -:o· o-;~ 0 ::+ II .. ~ ,. .-(fJ.-,.00 ~ ~ ' ·.:(I,, : -~· ;__~ . __ :~: -~ Cl' ~ :- - ~~ :~·: ~ . ~ . ~ . =Q.: 0 ~: "' 'R: ~-;-; """ 3-~ :::· ... : ~ ~ 0 c... ..), / ~·.;. ,, .. •I' · ··• ·Ffc c-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE · BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT MERVIN REYNOLDS (Executor~· IN YOUR REPLY PLEA8£ REP'ER TO 37-175-6 In Re : Estate of ____ :::EL:::I=.!ZAB=::::ETH:.!:!!__c:::GRI:.=.!MES:=::::~a:L/!!kt.:./ a~--- ____ W!!:AS!:!!:2H~I~NG~TO~N:!__ _____ County -File No. 63-69-46 Dear Mr. Reynolds: You are hereby notified that the original appraisement in the estate of Elizabeth Grimes a/k/a has been filed in the office of the Register of Wills qf Washington C~unty on March 27 , 1969. Said appraisement reflects·the following valuations: Real Estate_~------------------- Personal Property ______ 3~4~1~3~4~8~·u01~---- Transfers ________________ ~~~~---- Total ---------~3~4~,3~4~8~·;0~6 ___ As to such ~ax that is paid within three montbs.from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the· rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by ·an appraisement may appeal therefrom as provided by law. Date __ ~Mar~~ch~2~7~,_1~9~6~9 ___ __ Signe~.e c:L. :z-Q, :a~ Title W.R. cHAm:cHi~PRAISER DATE OF DEATH: January 7, 196~ Note: This is not a bill. GRIMES, . 'l C C-39 (6-67) r!cf;MONWEAL TH OF PENNSYLVANIA T RAN SF E R INHERITANCE TAX RESIDENT DECEDENT ELIZABETH a/k/ a GRIMES, MRS. WILLIAM FILE"# 63~69-46 January 7, 1969 SUMMARY FILE # 63-69-46 ftEPOrrr OF INHERITANCE TAX APPRAISER I~ the undersigned duly appointed Inheritance Tax Appraiser in and for the County of # 63 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: 03-27-69 01-07-6~ RRPOR.T OF THE REGISTER OF WILLS I, the undersigned duly elected H.egister of Wills in and for----------- County, Pennsylvania, d0 ·· ·sper:tful.l,y report that I· have allowed deductions in the amounts claimed by deponent, except as to those i terns where a greater o-r 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 deduetion. Dated: INVENTORY Ileal Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEA~ VALUE OF ESTATE Valuation of life estates or· annuities .. ESTATE TAX ASSESSMENTS FdR USE OF REGISTER ONLY REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ $ $ ~4J348.06 := 34,348.06 ·----- 34,348.06 34.348.06 =======·-======·-=============:=== $ ____ _ $ _____ _ COMPUTATION OF TAX Tax on $________ !'i;'la ~------ Tax on $ , __ 10% ~------ T a:x on ~ 2'1, $ Tax on $ :~ $--....,._--- Exemptions ~ Total Estate _______ __ TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death ~1~CE OF INHERITANCE TAX DUE Add interest at rate of H% from to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid ·BALANCE DUE Add interest at rate of 6% from to FOR USE OF REGISTER ONLY $ ____ _ cf> ·P=======•= *--...,.---- $====== := *------<!> t.l, ______ _ TOTAL TAX BALANCE PAID ADJUSTMENTS As evidenced by Charitable ~xemption Certificates issued by the Secretary of Revenue. $_· _____ _ $ ______ _ $ ______ _ $ ______ _ $ 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 ........ ~;L.:;I;~H ... GRIMES ... a/k/a ...................... . Deceased Late of ... .GAN'O.~$.BURG .......... . County of ................... ~~.~~'!',ON Commonwealth of Pennsylvania REPORT AND APPRAISAL ( .. COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERIT~CE TAX APPRAISEMENT DATE Mar~bp~·' 1~~9 ............................................... ~.L.I ......................................... . . · DEPARTMENT OF REVENUE ..-. BUREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 1 7 1 2 7 COUNTY ..................... !f.~-~~-~~-~~-~ ........................... : FILE NO. _ ........................... QJ..::.Q.9..~4.Q ........... -.................. J Whereas, ................................ J~g~~9..~~.h ... .Q;r.~.~ .... 'A/~/~ ...................................... late of ....................................... .9.~.~~-~:t?..~& .. ~·=························ in the County of ..................................... ~~-~~-~~.9.~ ................................................................ Commonwealth of Pennsylvania, having died on the ............................................. 7 .... th .................................. day of ...................... c!~.~~Y. ................................ 19 . .§9. ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................................... W.~.~--~ ..... 9..l:t~~.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. Appraisement Description of Asset Unit Values Made for Inheritance Tax Purpoaea $ PERSONALTY: Savings Acct. in Mellon National Bank & Trust Co. Washington Office. 5,069.83 Savings Acct. in Western Pennsylvania National Bank Houston Office 7,006.34 Checking Acct. in Western Pennsylvania National Bank, Houston Office 1,769.33 10 -$1,000.00 United States Savings Bonds, Series "B" all issued as of June 6, 1955, and maturing 9 years and 8 months form issued date. 10,000.00 Paid up Lifen Insurance Polic in Metropolita~ life f ! Insurance Company. ' 699.25 ! Ladies Diamond Ring. 100.00 Ladies Wrist Watch 20.00 Refund of Balance in Cash Deposit from Thomas Nursing ' 44.00 Home, Canonsburg, 147 shares * Continental Can Co., eommon stock, i 2i612.Jl ' 34,348.06 34,348 06 Total 34,348 06 fonn~;viw':fh b~: ::lfh~w<ll'Jl~~~~:· ~:; 0~e~e~~~~· .. ~~o~~ .. ~p~rais~Q'~~? ·""~~~-~~ ···································~··············· ········ ················································································ { e d Street) .............. . .. . . . ... . .. . ...................................................... , Penna. ( PC?St OIHee I ...... We.eh.ingt.c;m............................. County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ~~-~A~~'l'.~---_g~~---'·~1~1~ ................ . Deceased . . Late of .. . . ...... ....... ·.~ ............ G.~9..~~:t>~g: ............................... ::: ..... . Date of Deatlz, .... ~M~.Y.. ... 7 ....... +..9.9..9 ................... : ...... . AppraisemeHt Docket Vol., ........... .3.7 .................................. . Page, .......... l.7~.6. .................... No ..... .Ji3..~9.9:~::4.9. ............ . Filed in Register's Office, ...... J.1.~.:r.~ ..... ?.7., ... 19 ... ~.9. Amount of tai. due, $ ................................................................... . DEPARTMENT OF REVENUE ~:. !"' ( (~ ' Received, Examined and Approved, Wrote abo.ut App~a.isement, Appeal j1'om Appraisement, Entered and /harged, .._ • . ,... --·---·---------------------------- .. i- L • ... '!I ~ ..... • !·: . '""' ~·.. ., _,-:~....-. . " .... .. ~ .. .. t ~3,_foy-tf~ STATEMENT-oF· DEBTS DEDUCTIONS ALLOWED IN Form '(C C ·10 ·~· OFFICE OF THE .s2t r r-s'v THE SUM OF . . . . . . . . . . . . $ ..................................... ~ ............. . AND DEDUCTIONS ?-l/t6q . ...................................... / ..... . REGISTER OF WILLS OF __ W.:...:....::a:..:S::..:hin:='=gj;,_,:..::O:..o.n..___ COUNTY DATE APPROVED . AND AGENT OF THE COMMONWEALTH lizabeth Grimes, a a ESTATE oFMrs. William Grrmes, L.ATs oF Canonsburg, Washington County, Pa. DATE OF FILING APPRAISEMENT __ M_a_r_C:_h_2_5_,~~1_9_6_9 __ DAT§l OF DEATH __;J=-=a.:.:n:..:::U:..:a=r:....yL-...:7:....;~!........:1:..::9:...;:6:...:9;__ _____ _ DATE NO. OF NAME OF PAYEE REMARKS AMOUNT H:l Jan. Jan. Apri May June July July_ VOUCH£111 b:-:1 18 1 18 2 25 4 10 5 28 6 12 7 12 8 Colonial Pharmacy Speakman Funeral Home Memorial Hospital Kurtz Monument Co. Dr. Vesely. JohnA Howard 0. Stevens~ Attorney: Russell Marino~ Reg. Washington Co. Reports _'T'l. T'\ ~1 li.T. _.!. ... u~ .....,..._ ...... J .L'''-' Russell Marino, R~g. Russell Marino, Reg. .Tnhn P T.iP.k::~r Howard 0. Stevens~ Mervin Reynolds, Executor Drugs• last illness Funeral expenses Last illness Lettering -grave marker - Last illness I ~eimb. for following costs: Grant letters, etc $20.50 Advertis. Letters 14.00 II ...:I T 4~ ~~· ~ ........ ..LJ~~~~ ... ~ ... ~.vv 3 short certificates 3.00 Filing Inventory 3.00 Notary fees 5 00 Total 58 .. 00 Attorney Fee 1700.0( - Executor• s Commission Estimated additional administrat on expenses COMMONWEALTH OF PENNSYLVANIA } couNTY oF Washington ss: 28 1 578 4 14 47 1 758 1~ 700 r-f>·(') ~~ .2 1P<. lft/" / ·i. Mervin Reynolds Executor HEREBY CERTIFY, THAT. TO THE BEeT OF MY I<NOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE STATEMENT 9,F DEBTS, FUNERAL EXPENSES AND EXPEN11rl9 OF ADMINisTRATIC!.!'I auaMIT"rED To THE EST,.TE oF Elizabeth Grimes, a[k/a .oEcEAsEc. As DEDucTIONs FoR INHERITANcE:: TAx .~uRPos,E~: ·-,. Mrs. Willia~m Gri~ ~ . ...:J ~ .-2 -~ (L.S.l SWORN AND SUBSCRIBED e.fF'"ORE ME THIS 1 th DAY Of'EXeCUtOr ----~~·~~-,-r~~~~'~le§Jl__ JOHN p, u EKAR, Notary PubliC WASHINGTON COUNTY, PA. MY COMMISSION EXPIRES JANUARY 30, 1970 95 00 00 00 00 00 00 _!LI.} 00 CA() ~ {)!..() " ., v v ,,.., <v ('<" '· J GU LO C'U r' •'· \.1 ' () ' ... , . \\ ·.i \ I \., ~ \ .. , i , .. '. r ,. . . , !) ·~~ ,1. 'I' ' ;-u--l ,_ 'v ' J \ ' ' , ... ·" -\ ... ' .,.,,, ' \ ' r _ \... v' • ..i.. ...; .... ,-. C:v r r l...v 'I -v ' i. ./ •'"'~'' J ' -· l ,. ,..., --, .. ' - . ' .. - I .. ' ' . ' ·' J •••• ,. .i: .•..., ..-. :.• '\ ""-....... ,v .i:. . ' . ~. ~ ... ·' ~\ .\ ' . l . '· ..., '' ' .. .l '· I ',: _, " I r·.: L . .., r. r ' . " [ l ,, \l .. .i:~ .i:. t."'' . .) ~ r.'r· \ : __ .. c ·r\ ·r~. l:>c. .. kl, )-) ,· ) . RUS5tll I··A~RIHO' ~t R t G\ S 1\iJ~ .. 0 tr 't1.Jt.L.S) ~ \\!J -" .. s H H~ c:v: o: ~1 cat.~\?'~ .. \ \ ... : .. ~-- l . .l. ' . 'v• ~:'.f... ., . • .I ,.t, .• > ... ~J ~ ~-· I . . ) \ ·e .. 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