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HomeMy WebLinkAboutOC1969-0065 - ESTATE OF MARTIN:--' , ... J C!Lnmmnmuralt4 nf Jruu5yluauta. t lla54tugtnu Qlnuuty. } 55• KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 21st day of November A. D. 19 67 , before me, Josephine M. Douglas , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Commonwealth of ?ennsylvania, the last Will and Testament of Charity Scott Martin late of the Borough of East We shington in the County afores2.id, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Edward 'Scott Martin and Mary Martin Murphy the Executor a in said Will and Testament named, having appeared before me anc taken ar_d subscribed the oath of office pmscribed by law; NOW, THEREFORE, I, Josephine M. Douglas , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Edward Scott Martin and Mary Martin Murphy committing unto them the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring them to exhibit a true and perfect inventory thereof into the Register's Office, at Wa•shington, 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 Jaws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this twenty-first day of November in the year of our Lord cne thousand nine hundred and sixty-seven. ·---· - i ~ i ! H ! = E1 : $.t p::; ! ; ·-~ < i ! •tO +-t ::E: ~ l ·0") = ~ I '{.0 ~ E1 : > I :0 a II.. ~ i ! I"Tl:O :8 ! I C")C: ~ 0 0 -c.n i c.nc.n +-t Ill rll ; i -«m w ttl 1- I l m, 0 ~ <( l>i : ::Or-te 1-E-i ~ 0~ UJ H i ! .,)> ~ Ill p::; ! ! =E:o ttl ~ 1 r=:z $.t : : i r-o tD ~ 0 i ; (/) +-t i ! •• +-t i ~ ; ! ; N ~ ; l ! ; i 0 : ; i i i i ... . , .. • •.• :. '1 . . ,•,. ~.' .. W I L L KNOW ALL MEN BY THESE PRESENTS, that I, CHARITY SCOTT t4ARTIN, of the Borough of East Washington, in the ~ounty of Washington, Con~onwealth of Pennsylvania, being in good health and of sound and disposing mind and memory, do make and publish this my last Will and Testament, hereby revoking all former Wills by me at any time heretofore madeo And as to my worldly estate, and all the property, real, personal or mixed, of which I shall die seized and possessed or to which I shall be entitled at the time of my decease, I devise, bequeath, and dispose thereof in the manner following, to wit: 1. All my just debts and funeral expenses shall, by ~· executors, . hereinafter named, be paid out of my estate, as soon after my decease as shall by them be found convenient. 2. I give, devise and bequeath all my clothing and jewelry to my daughter, Mary Martin Murphy, to be hers immediately on my death. 3. All the rest and residue of my estate, real, personal and mixed, I give, devise and bequeath to be equally divid~d between my son, Edward Scott Martin, and my daughter, Mary Martin Murphy. 4. I do nominate and appoint my son, Edward Scott Martin, and my daughter, Mary Martin Murphy, to be the executors of this my last Will and Testamento IN WITNESS \olHEREOF I, CHARITY SCOTT !:'I'.ARTIN, the testatrix above named, have hereunto subscribed my name and affixed my seal, the fourteenth day of April in the year of our Lord, One Thousand Nine Hundred and Sixty-seven) (1967) 0 her ___ ch_a_r_i_t.:..y __ ...,.)\'-" ...~.::_-S_c_o_t_t_M_a_r_t_i_n __ (SEAL) mark SIGNED, SEALED, PUBLISHED AND DECLARED BY THE above named, CHARITY SCOTT VARTIN, as and for her last Will and Testa1~ent, in the presenc2 of us, who have hereunto subscribed our names at her request as witnesses thereto, in the presence of the said testatrix and of each other. jt'J 1) • --.·\;---/ I u ;... 1/-, /, 1 · ( tl. 1 1 c· ) ( ., j/( .( , \. -(r .. ·' /'/J o. ,A,; ~l.. r - / ··~--.c _,--.-..:~~..-.u.-.c~:· i i i February f9 70 I I ~ . Sherman H. Siegel, Executor u/w t II /) __ · _·. . _A of. of Harvey L. Gromo, dec·eased f i /(~ No. 63-69-64 . 1 ' . I ~Twenty eight and 66/100----------------~~~ l~n payment of additional income receiv~ in I IEstate since Audit Decree dated Oct. 28, 1969. I I I I $2M6 .<F~'-;;j•/jft~ I I DOROT MILLS I I UADE '" u.s. A. ' ·:-..-.~~~~~ ~=· ·i-----·---·-·-·-r I February. /9 10 I I ~ . · Sherman H. Slegel, Executor u/w ! 1 · /) • 11 ol of Harvey L. Gromo, decease·d I i /(~ We G3 6g-6 4 I ' -I I Twenty eight and 67/100--------------. :J:Jo/laJu j l•rn payment of additional income receiR0d in 1 I Estate since Audit Decree dated net. 28, 1969. I I ---, Y,; , ~ I $ 28 67 /~6~ b~V c. I I IIADE '" u.s. A. lMARY ELEANOR CASSIDY I •• ...-.u.-..,..o.-.~~~ca.-.~ :• ·j --·---r I February f9 7 o I i . · . · Sherman H. Seigel, Exe.cuto:r:.: u/w ·! 1 f<~ ,,/ o;f Harvey L. Gromo, deceased ~ f · VJ!· No. 63-69-64 t I -- 1 Twenty eight and 66/100-------~~~ ~-In payment of additional income recei~ in saidl I estate since Audit Decree of Oct. 28, 1969. I 1$28.66 ,~~ I 1 Mo 1 I IIAD£ IN u. 5, A. ' •• .._. ..... ,_.~~~G-.~ !• .. •.-.o.-o ~ ~ ~ ....... ~~~·.-..c~ ...... :· i i 1 February _ /9 70 1 I . . . Sherman H. Siegel, Exec1:1tor !-1/W ! I. /) -· _A of of Harvey· L. Gromo, deceased f /(~ No 63 69 64 . I i . . t I Twenty eight and 67/100----------------~~~ l·rn payment of additional income recei.!.Md in I I estate since Audit Decree dated Oct. 28, 1969. I I I I$ 28 67 1C«id41ff./to/7~ I ·I II AilE IR u.s. A. RICHARD GROMO I ~-o.-.~o--.~~~~~ =· ·~ -. -----·-r i February /9~7...;;0....,..._ I . . . Sherman H. Siegel, Exe~utor_u/w i n . . . .A /II J of Harvey L. Gromo, deceased I!<~ ~·-·~N~ow-~6~3~-~6~9~-~6~4~----------------------------------~ I Twenty eight and 66/100----------------:J;o./.fa;u lf·rn payment of additional income rece~d since I Audit Decree of October 28, 1969. ~ 1$28.66 ~ II I ~G~O I MAD£ IN u.s. A • .: ...... u.-.'*'-'o--.~~~~~~--~.._... .. =· r,._u_.,_ .... ._-.................. ::o=Ji'~·--=··=·z-.. .,.:..;,.·~·ll»:lo•;o~)ficyl)·~~:;=:~:::::~~=~;=·!:·=\,'!=·:!=·::.~---'iiiOiiiL';,j~"1·-"' .... "_.a_<iit l ~ . November 1¥ 1.9~ Sherman H. Siegel, Executor u/w j) ___ _. ___ J ,._J of Harvey L. Gromo, deceased Jcecew,ea, Vf' No 6 3-6 9-6 4 Thirteen hundred sixty two and 18/100-----v~ ~n full payment of l~gacy per Decree of IOO Distribution by the Court dated Oct. 28, 1969 . ~~ $ ~OLGROMO l 1362 18 . e? A ~ I ••-·•~~!.'~.:!;.,:,;:~-·~-u-~-.~-·U-.~-"-"_"_",_"~~"='•-a-n-•-•-•-•-••-•-•-.J f'"" ~ . ' November 79 69 n ___ !_._Jr4 Sh~rman H. Siegel, Executor u/w of ~~~ Harvey L. Gromo, deceased -~Nico~.~6o33~6~9~-~6~4r---~--~~~~----------- Thirteen hundred sixty two and 18/100------D~ In full payment of legacy per Decree of 100 Court dated October 28, 1969 • $ 1362.18 ..:..:x;:)-/..4~JC:/(_~,/ 7YL:-t?~ D-Orothy MillS! MADE IN U. S. A . .. ________________ _ ·----0~ N~vember 79 69 D---! .. _Jot ~herman H. Slegel, Executor' u/w of J~~ arvey L. Gromo, deceased No. 63 69 64 Thirteen hundred sixty two and 17/100-----D~ 'In full payment of legacy per Decree of 100 Court dated October 28, 1969. $ 1362.17 tP~~ -' RICHARD GROMO MADE IN U. S. A. '---.. -·-·--~---------' "1 STATE OF PENNSLYVANIA, I WASHINGTON COUNTY, J SS: ,, The within named Accountant s befng du.l/ tworn according to law, depose ~ and say that the aboV'eetccount '' ' ' ': • t'· as stated is true and correct as ............ ~ .. t.he~-~---:::~=.: .. :· ........... verily believe. Sworn and subscribed before me this .. /Jd ...... . day of ................ JJJ.n\!ary _________________________ · 19 .... :9..9. .. . -~:.'f.~:~ ____ f)__! ___ /1__~~---------------- CASIMIR D. KNODLE, :Notary Public . WASHINGTON, PA. w,\SHINGT()N_ COUNTY ,.,Y Commission Expires Fe'b. 101 19i9 Washington County, ss:. ,, I __ fk~_sw!f_~tL- !JJ7'JJJ&t-:i~--~ I do certify that I have given legal notice to all persons concerned of the filing of the within account in' the manner pre- scribed by Statute and Rule of C[/f' as evidenced by proofs thereof filed to No .. /;2?,;. .. -J/!f. .......................... . ~ -?J·, I Witness my hand and official seal this.Vff.~-------·-------- .'-1/Jn A J ~ . &f day oL . ..!.~-{W!.~----··------------------------··:·······-------19 ...... ~------ C-UA.&/-KJA.Mf..'1-2/~-------------------·---·-­ Register of Wills ----. ----------· ____ _,._ ----------~-,__.... _,_ ---r..: ---•--., -~ '.~-\ ~~ Q)'" ~ ~ ~ "-.l .~1 L' ,~! ~ ~ 0 ril E-4 < E-4 rn ril z ~ E-t E-t 0 u 00 ~ H i u "' .-;. .... 0 ~ <.> "0 <.> s:: < Ill z H ' E-t ~ ~ z: ~ H ~: ~ A; 0 z: u <j 00 E-ti A oo: ~ ~; <ll H 3 ~; 0 i ~ >ti ::c: P,.i ~i ::;Ji ::E:j z! oo: Hi ~; E-t: o: i : E-f: : ::J' iui ; ~: ~~ ~ ~~--~v .• ~~:-:p.· tt..:.:-• . j, r.~: ,._ ~.' ~ 'GI) ~ . ·~ ~e;-~ W~~ ~ ....1"\. ... !12 -<-• ~ LLi~~~ ... · .. ~ ~ ·--j.. t ::l 8 0 Cl) ..<:: ~ 0 ~ 't:l Cl) ~ s:: Cl) "' Cl) ,... p. ~ s:: ::l 0 C.> <.> ~ s:: ;§ 0 -~ ~ Q) ~ :S 0 $:1 ~: 't:l "'' $:1 .,; < ,..; .... "' .....; ~ ' s:: ' ~ :~ : ::l ! g !< : ,... : 0 : .... :;., : Cl) : e : 0 ~-~ -~o~! • ~ ~ filTl ~ Ill: ~: '"0: ~i . ,. '0-. .~ ........... ,.,~ ;,~ J ' ·' J I J '. , n THE FIRST AND FINAL ACCOUNT OF EDWARD SCOTT,.,. RTIN AND ~1ARY MARTIN MURPHY EXECUTORS OF THE ESTATE OF CHARITY sJ~TT MARTIN, DECEASED, LATE OF EAST WASHINGTON, WASHINGTON COUNTY, PENNSYLVANIA. The Accountant is charged as follows: Total as shown by Inventory and Appraisement $ 216,882.16 Estate of Edward Martin -Widow's Exemption 1,000.00 / Interest on Demand Note of Dunn-Mar Oil and Gas Company 243.00 Savings Certificates -Liquidated at appraised value 0 Interest Montour Joint School Board 281.25 Dunn-Mar Note liquidated at appraised value 0 Interest Ambridge Municipal Authority 45.00 Savings Certificate-Mellon Natl. Bank & Tr. Co. (later discovered 7,500.00 f assets) Interest Allegheny County Road Bonds 16.88 Additional amount in checking Acct. Mellon (later discovered Asset) 15.50 Dividend-Mellon National Bank and Trust Company Travelers Check-Mellon Natl. Bk.& Tr. Co.(later Dis. Asset) Dividend-Martin Marietta Interest -South West Washhgton cohpons Interest -Moon School District Authority Interest -II II II 11 Bonds Interest -Washington-East Washington Sewer bonds Alexander Lease Sale of Flynn Interest (Increase over Appraised Value) Sale of Flynn Oil Interest on Savings Certificates Washington-East Washington Joint Authority, Refund Rent -Charles Jones Sale of Real Estate ($48,000.-Appraised Value $30,000.) Observer Publishing Company, refund Blue Cross Refund Blue Shield Interest on u. s. Treasury Bills Sale of Furniture ($4,262.00 -$3,718.00 appraised value) Transfer of balance -Edward Martin Estate, checking account TOTAL ASSETS OF ESTATE TOTAL AMOUNT OF CREDITS CLAIMED BY ACCOUNTANTS BALANCE FOR DISTRIBUTION 1,139.50 20.00 159.38 45.00 172.50 290.63 45.00 26.63 353.30 71.47 5,776.25 12.80 300.00 18,000.00 6.60 22.00 479.41 544.00 1,399.05 257,293.49 70,664.80 186,628.69 THE ACCOUNTANTS CLAIM CREDITS OUT OF THE ASSETS OF SAID ESTATE, TO WIT: 1967 Dec. 5 Piatt Funeral Home 5 Wash.-E.Eash. Jt. Authority 5 Columbia Gas of Penna. 5 Dr. J6seph R. Hookey 5 Dr. J.Paul Proudfit, M.D. 5 Cox's 5 Ambulance and Chair Service 5 Home Laundry 8 Annex Pharmacy 11 George Washington Hotel 16 Mrs. Suzanne C. Wells 23 West Penn Power Company 27 Kelly Service -Delivery 1968 Jan. 4 Robert D. Vance Agency 4 U.S. Internal Rev. Service 5 James B. Murphy 5 Edward s. Martin 9 Henry G. Hood & Sons 20 Citizens Water Company Feb. 1 Russell Marino, Agent Apr.lO Edward s. Martin 10 Mary M. Murphy 18 Mellon Natl. Bank & Tr. Co. May 17 Emerson G. Palmer July 1 Edward S. Martin 8 Henry P. Bennett 8 Henry P. Bennett July 23 C.A. Knodle Funeral Expenses $ 1,892.16 Water Bill 30.14 Gas Bill 501.47 Funeral Services 50.00 Medical Expenses 77.00 Present for Nurse, etc. 29.06 Rental 27.46 Services Rendered 10.15 Drugs 71.65 Rent 169.70 Nursing 125.00 Electric Service 39.46 Moving Furniture 582.00 Insurance on LeMoyne Property 40.00 F. O. A. 39.60 Reimbursement for Food Purchas. 48.93 " for Letters, adv. etc. 57.50 Premium -Insurance 272.00 Water Bills 49.33 On acct. Inheritance Tax 3,000.00 On acct. Attyorney's Fees 5,000.00 Executrix's Fees, on acct. 5,000.00 Rental Safe Deposit Box 15.00 Reimbursement for Adv. 200.00 Furniture 45.00 Brokerage Fee 2,400.00 Fraction Taxes 1968 1,521.80 Secretarial Work 540.12 Total for this page $ 21,834.53 THE ACCOUNTANTS CLAIM CREDITS OUT OF THE ASSETS OF SAID ESTATE, TO WIT: 1968 Brought Forward $21,834.53 July 25 Edward s. Martin Reimbursement, short cert.etc. 9.50 25 Russell Marino, Clerk o.c. Filing Inventory & App. 3.00 25 Gailey B. Wilson Appraisal 50.00 25 Gailey B. Wilson Commissions 175.00 Aug.30 American Historical Co. Inc. Contributions 1969 371.00 Jan. 2 Mary M. Murphy Balance Exrx. Fees 6,744.10 2 Edward s. Martin " Exr. Fees 6,744.10 14 Russell Marino, Agt. Balance Fa. Inheritance Tax 350.00 14 Russell Marino, Agt. Int. on Balance II If 3.50 14 Internal Revenue Service Federal Estate Tax 34,380.07 Purchase 75 M. par value Treasury Bills (to be distributed at cost) 0 Purchase 4 M. par value Municipal Bonds (to be distributed at cost) 0 TOTAL AMOUNT OF CREDITS CLAIMED BY ACCOUNTANTS $ 70,664.80 Ill"" } Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION ._. In compliance with the News.p:~.per Advertisiug Act of 16 May, 1929, P. L. 1784, a::; amended. Commonwealth of Pennsylvania, County of Washington, SS: ........... . Pe,rsonally ap.pear·ed before me, a Notary Public in and for said County and State, ....... Ri~.b.a.r_g ___ $ ........ Go.wan. .................. , who being duly s~worn according to law, .deposes and says that he is the S.ec .. ~-Y--•----& .... Tr.eas. of the Obs·erver Publishing Company, a F'lenns.ylvania corporation, and its 1 , agent in thi-s behalf;, that the said Company is, the owner and pu·blisher of j. the Observer-Reporte'r, SUCC1essor to The washington Observer, established Septembe,r 18, 1871, and The Washington Reporter, established August 15, 1808, a daily news>paper of general circulation, printed and published and having its place of busines•s at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and pubUshed continuous-ly for more than six months' prior to the publication of the notice hereto attached; thrut the printed notice or advertisement hereto attached is a ·copy of an official advertisement, official notice, legal notice or legal adve·rtis·ement, exactly as printed or published in the Obs1erver-Reporter in its regular editions on the following date or dates; .................. NQ.Y~m..l?.~-~---~.7..,J?.~~-~-m:b.~_r .... 4 .... an.d ... .l.l_,_ ____ .l_9.6.7. ......... . that neithe'r th!e affiant nor the Observer Publishing Company is interested in the subject matter of S'aid notice or advertising and that all of the aUega- !~~n~r~!. this affidavit ~s---t-~--~~~--~iA;!~h:;z~=-~~ Sworn to and .uh•·~:·.:;:···~;:&:~.-~::::1967 V ''APr,Ak~ M BR.!~ ~y ~;ay PUBL:C IVA ~h .:;t:T9N WASil IN(-'ON "al::;ry t'r (O" •<tJO' • · • · '·' •l .XPiRES MAY 6, l ?6U w. 26752 ~ ~ Washington County Reports &:J~~MM:i::lf' 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} 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, published weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in t'his behalf; that the said WASHINGTON COL'NTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts ol 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: November 30, 1967 .......... .P..~.~-~-~~~!. .. TL. .. !~.L .. l.~§..?.. ................. . 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 _, •r.~:­ this affidayit as?)~me.' pia; and ch;v of the publicatioo are true. ' ;. l:;:lio)[fbj ........ ~;. ........ ti{~; Sworn to and ·· Ed1tor .;,;it • ,,,_,Y.~S 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 . • • • • 0 •••••••••••• MARTIN, CHARITY SCOn~--1 Late of Borough of East Washington, Washington County, Penna. Executors: Edward Scott Martin & Mary Martin Murphy, 27 S. College St., Washington, Pa. Attorney: Edward S. Martin, 27 S. College St., Washington, Pa. 15301 (\ ,... I~ I i\ffi~uuit ®f 1£~rrutnr ®r i\!lmiuintrutnr &tuft of ifruunyluania. ) !l&:. cnnuntg nf mafl~ingtntt \ j/-j/l.-b1 Personally before me, the undersigned authority, a_ .......... _No.ta..-y. ... .P.uhlic. .... -......... _ ........... ___ in and for said County an'd State, appeared .. tia!Cy. ... .Mar.tin ... ~ ... and ... :EdE.rd ... S.:..o.t.t.J{~tin._~ ... ___ who, being duly sworn according to law, deposes and says that 11:heJ ~.fEfue executoq,)or;.,iuJ~a.t.J;.~ of the estate o£ , . . -·~··-··············-············Chm:ity, .. .Sco.t.t ... ~.tin ..... " ............... __ deceased, that the foregoing scheaules constitute a complete inventory and appraisement of the real and personal. estate ·oL ______ CJ.-U:RIXY. .. .SCOT'l .. t·1AB.:tiN. .. "'., deceased, except real estate outside the Commonwealth. of Pennsylvania; . that. the figur~s opposite eath item . of real and pe'rsonal 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 j1:1st appraisement of each j item made by the above named Executors ~. . ,@ • . ~~ · . S~orn a~d subicribed before me this_jj_jzL_ ~ /r_-evU( fr'-"f'~ ,J_~._ ?_r.,c<. ·'L ~4Lf_ · y-• , · /. . ;· .... : ·ecutrii."'" · >· day ;:t.2~ .... ti~~~-L • 0 . .·. -FJ&L~~~~:::;L2~~{:;}fj_ ___ ./_~~~~,:.:.&.~{::.· , ..L&~~ ...... &i .. : ...... ~~·-···-·····-····-·········-) . . Executor-~ . CASIMIR D. KNODLE, Notary PubhcADDITIONAL INSTRUCTIONS WASiiiNGTON, PA. w .. s~NGl~N COU.NT'(-. · • • 1. An. mventorv ust bt1 1w1 m three months after appomtment of personal representative. · M 1,;0 mtSSIOI X tres e • l~b . • · • · · • • • 2. A stppTemen~hJ ~nventory 'mus be filed wrthm thirty days of drscovery of addrtronal 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 \Viii; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, including Copy of Will a!'la copy of Federal Estate Tax ~turn. I · . ~ REFERENCE FOR ADDITIONAL CQPY . ' ~-~· · Aet of 1947 P:L. 513 Sec. 5.2, 72 P. 8.4844.2 ' . ~ ~ .... , .. , . · 3Jnurntnry anll i\pprttiBrment of the goods and chattels, rights and credits which were -··S'. . of--... ~ .... -.. C~BI'l'Y ... &OOU ... ·MARTIU ....................................... _.late . of ....... mr.J>U(tlJ .... OJl ... .&.\S.'l.: .. ik-WJUUG.'f.QlL .. -... ·---. . ' . :-:' .. " . . Washington County, Pa., ta.ken and made in conformity with the above affidavit. ~ . . -. tt..!\L ESTATE •. -.. 'One brick House and one vaunt lot at 147 Le t-byne Avenue, ~t ~shinaton, r.a. 27,200.00 One frame house at 149 tockal't Ave., East trasbington, Pa. . .-1 ... l~ON..\1. PROPi?.RTY Je'iielry Mink Coat Household Goods Prints and Pictures . Glass, Chins and Silver looks of Atttoa1·aphe 2,800.00 Cash, Checking Account, l!allon tJ...ational Ban!~ & 'l'r. eo. Savings Certificates•r'!ellon Ns.tional :Sank & Trus·t Company 12,439. eh:lres Cor.1ll0n Stock Dunn•l·iar Oil & Gas Cor3pany . . Oil and Gas Property, Rush Coo Kansas, eold 11/1/&7 Dsmaad note •tu:m•Zm Oil and Gas ~ny School :a."'ld Authority E.onds 300 shares Common Stock ~.ellen ~~ationsl Bank & .Trust CO~~ 125 shares Coii:mJn Stock Martin·~{arietta Corporation DOLLARS CENTS 30,000 00 4,6.50 00 300 00 .:3,718 00 ·s,ooo 00 2,700 00 6,000 00 917 24/ 90,000 00 24,878 00 353 30 7,5G!) 0!) 18,2.50 00 20,100 00 2,5lS I 62 ,. 216,882 16 -........... - ·1 : ·-· .. .. <)I J ,;,, , . ... ~-• '-..._ i:NTHE COURT.OFCOMMONPiiEA~ Qt$:A!SHINGTON COUNTY)'ENNA ORPHANS' COURT DIVISION No. 65 of 1969 IN RE: ESTATE OF CHARITY SCOTT MARTIN~- Deceased. STIPULATION ~ i€ :::8 ..., '~A~~~! !;{]{.?) (\_\ cr-!\)' ' !f {h -.,.:? . w I.J :;<;:?-' v ;:2~ 2il \J [;;c r{ -.. A A LAW OFFICES ..., ---r--rn t::::J PEACOCK, KELLER 8: YOH E EAST BEAU BUILDING 68-70 EAST BEAU STREET WASHINGTON, PA. 15301 '"'d . C-.t b w c+ ..... '"0 ~ ....... PJ c+ ..... 0 :P ::s ..... z m tJ PJ z '"0 '"0 0 11 ~ ~ .. (I) c+ 0.. ::s- PJ ..... rn ::s ~ 0.. 0 11 0.. (I) 11 0.. 0 (I) td 0.. PJ :::0 "<: 1-<l H-, 0 tJ ..... ....... H-, -------\ 1-j (I) :P t?:l 0.. .. ; gj . '"0 :::0 11 i ..... (') ....... 0 .. c:::: 1-' :::0 co 0') 1-j co .. :P . t::J . .. c+ ::s-(I) ~ ..... c+ ::s-..... ::s ~ INTHECOURTOFCOMMONPLEASOFWASHINGTONCOUNTY1 PENNSYLVANI ORPHANS1 COURT DIVISION IN RE: ESTATE OF CHARITY SCOTT MARTIN1 Deceased. ( ) ( ) ( ) ( No. 65 of 1969 STIPULATION AND NOW, this 2,Jd.-day of April, 1969, A. D., it is hereby stipulated and agreed by and between Edward S. Martin, Attorney for the within estate and Charles C. Keller,. Attorney for the Commonwealth of Penn sylvania, that the appraisement for real estate situate in the Borough of East Washington, Washington County, Pennsylvania, as described in the Inheritanc Tax Return and Appraisement for the within estate, shall be amended to and shall be Fifty-four Thousand and no/100 ($54~ 000. 00) Dollars and that inheri- tance tax at the appropriate rate and subject to any deductions.l shall be com- puted thereon. It is understood and agreed that this Stipulation shall be pre- sented to the Court and filed if the Court shall so order. Edward S. Martin, Atto ney for the Estate of Charity Scott Martin.t Deceased. COMMONWEALTH OF PENNSYLVANIA Mr. William R. Chaney Chief Appraiser 243-44-45 Trust Building DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 May 15, 1969 East Beau & South Main Streets Washington, Pennsylvania 15301 Dear Mr. Chaney: Re: Estate of Charity Scott Martin Date of Death: 11/12/67 File #9480-197 We are in receipt of a copy of a Stipulation and Order of Court, both dated April 23, 1969, which makes amicable disposition of an inheritance tax appeal filed in the estate of the above-named decedent. The question in dispute was the valuation of the home property of the late Edward S. Martin, deceased, former Governor and u. S. Senator of Pennsyl- vania. The property in question was returned by the estate of Charity Scott Martin at $30,000, whereas the Commonwealth in its appraisement dated May 14, 1968 appraised the property at $60,000. The Stipulation and Decree of Court disposes of the Appeal by pro- viding that the value of the property having its situs in the Borough of East Washington, Washington County, Pennsylvania, be amended to $54,000 as the value thereof as of the date of death of the decedent. Accordingly you are hereby authorized to amend the appraisement filed on May 14, 1968 by reducing the value of the real estate listed therein from $60,000 to $54,000 and to correspondingly reduce the gross value of this estate as reflected in the May 14th appraisement to $267,682.16 • . ~G" ~ ~ ~ --£1~ &-><-/ )oc/.e/_ ~rt L.~t, Asst. ~C, ..1/l-&? ;?~ o/( ~ Inheritance Tax Division ~ ~ ~ ~ For: Richard L. Witmer, Director . -r ,/RI.S/fw ~ ~ "); ,s-3 _s-.5" o. Bureau of County Collections CC: Edward s. Martin, Esquire CC: Russell Marino, Register of Wills DIVISION OF COURT OF COMMON PLEAS In tl]r ®rpl]ann~ QtnurtL nf Dlfanqingtnn Qtnunty In the matter of the Audit of Account in No, ____ 65 of ............ , ---------------· . 69 19 ____________ , A.A. Estate of CHARITY SCOTT MARTIN ····-······-··--·-···························-----------·---------------······-····· ... TO THE AUDITING JUDGE: Enter -----·---·------IDY.--------·-·-----··-------·--·-··--appearance for .......... ~~y ___ ~!:_t:_~~---~~-I]~~Y ... ~-~-~----~-~.'Y.~E-~---~~9.-~-~-J~~~E-~-~!1 E*ecu.tors-.-------------------------------------------·----------------------------------------------------------------------------------·--·----------------------------------------------------------------------------------· -.. :~~tt~~::Z:~·l!f;;;;z:__, ________________ day of __________________________ M?.~~h--·-------------·-------·-·· 19 _____ ~_9. __ 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. Counsel suggesting proper distibution shall file a separate concise statement in that regard. j No ... ~:?. ........ , ............................................ , 19 .. §.~ .. , A.A. In re Audit of Account in Estate of CHARITY SCOTT MARTIN DECEASED AUDIT 0 (\J Jrnttipt fnr 1\pptnrnutt ... FOR 0'\ (/) 0....1 0 Z...J ....... cc~ w ...::; <(ll.. Z:o _J 0 -'a:: ...!w frt t.:..lj--U';(f) '+--(f)_ 0:: ::><.!:I a.. o:::.w <( 0::: · ................. ~EY. ... ~E.~.~-~ .... ~~-~.P..~.Y. .... ~.~~ ....................... . .............. Edward ... S ...... Mar.tin. •... .Ex.e.c.u.t.o:r.IL ......... . C') (,0 S!l Edward s. Martin Attorney ~-5 Testate Form J . PETITION· SUR AUDIT v , · -D~VISION OF THE COURT· OF COMMON PLEAS I IN THE ORPHANS' COURJ o~ WASHINGTON COUNTY ) I I Estate 6f ...................... 9.~j,';IT __ ~(;Q~~--~R.J;JJ'L ________ , ___ _ No .... ?.~---9-~.:-~.9-~_9. __________________________________________ _ ) ) ··--------------------------------------+-----------:---------------------------------------· FiducidrY----~~~~~~--~~~-~~--~.?;-~-~~---~~-9-________________ .. , -----------'-------~.?;X ... ~E-~-~-~-J:!t:l.~P.~Y., ___ ~~~~~~~~---· ) -. . . -----------------·--------------------------------------------------·------------~--·--------·1 , . _ Deceased . : . . ... ) "'' ~ .. . , Date of · ' Date of Decedent's death _____________ NQ_y_~_rnl?.~-~---l~_th~.J.2§Z ______________ Grant of Le>tters .. N~Y.~~!?~~--f1~.t1 .. l.~~l_ ________________________ _ This is the ...... _______________ F.l:R$.1..-A:~ULlrJ.~------------------------account filed in thi5 e~tate . If there have been former accounts filed in this estate, list file number, or number and term ..... ------------------------------- Election to take Date Election Place of; Under or Against will. (cross out one) Filed ----------------------------------Record ··'·------·------------------- Na~e ?f survivin~. spouse .. :·--;··:::~-----------------:··----_-.:--------------------------------------: ..... : .... : ... --------------·-----------------: __________________ _ List. is.sue, where 'material: . . r, "". . -) ) . Did decedent marry after execution of will? (indicate) X11K No. Any children born after execution of will? (indicate) -• • 1 • ) • :meK. No. 1·f answer yes·, ndme. them ........ : ... :.: ________________________________________________ ' _______ : __ · _______________________________________________________ _ ) . ............................................................................................................................................................................................................................................................................................................................................... Leg.atees Relationship Edward Scott Martin Son Mary Martin Murphy Daughter ,. r ) .. r 1 ; :tl List, if exceptions to above: Adeemed: Revoked: If partial intestacy, give facts: Interest 1/2 1/2 Lapsed: Fiduciary, if deceased or not sui juris Less fur coat and jewelry Plus fur coat and Jewelry •' Abated: Give Cause: Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. No. If any exception give cause: ............................................. . File copy of Notice and date of mailing ........................................................................................................................................................ . Is estate subject to the filing of a Federal Estate Tax Return? ............... ~~-~---··········:::.·.:~~::~: .......................................... . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $.3,.e~~,.~~L ........................................ . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant.. ................... . .................... :··--···········---···-----------------··········--------------··--·--------·-·····--·-·····-------·---------·--------------------------·-····----·---------------------------· Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted·to be correct; and whether the claim is denied. N 0 N E Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: It is requested that the real estate appraisement as made under thenheritance Estate Tax Act of 1961 be adjudicated under a protest filed July llt9~ 1968, copy of which is attached hereto. Balance for distribution per account, Itemize any additional debits not shown by account: ADDITIONAL DEBITS: 1/25 Interest on U. S. Treasury Bills March 10 Mellon National Bank & Tr. Co., Dividend $1,024.00 247.50 .. $ ... 18.6. ,_ 9.?.a •. P. 2 ............ . •. , • \ f•l Total additional debits (Add) $ ..... ;~.,~n~.!'.5.Q............... 1, 2 n. so ltemiz~ 1 any addition9J credits not shown by account: ADDITIONAL CREDITS: Jan. 31, 1969 C.A~: Knod.1e, Secretarial Work Feb. 7, 1969 Clark & Co. Preparation Fed.Est.Tax Feb.25, 1969 C.A.Kndole, Secretarial Work Total additional credits (Subtract) Balance for distribution $ 28.26.,/"' Ret 60.00 V/ 28.26 v $ ......... 116 .... 52 .............. . $ 187,900.19 116.52 $ ... ~~?._,_?.~~---~? ............ . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value)· . I BALANCE FOR DISTRIBUTION: Jewelry $4,650.00 Mink Coat 300.00 Prints and Pictures 5,000.00 Glass China and Silver 2,700.00 Books of Autographs • ' · 6,000.00. 12,439 shares Dunn-Mar Oil and Gas Co., Common StQck 24,878.00 $5,000. Par Value Mbon School Union 4~'s of 1 84 5,000.00 $5,000. Par Value Moon School Union 3.45's of 1 80 5,000.00 $1,000. Par Value School Authority of South Western Washington County 4 l/2's of 1 76 (Avella) 1,000.00 $5,000. Par Value Montour School 3 3/4'~s of 192 5,000.00 $1,000. Par Value County of 'Allegheny 1 l/8's pf 170 1,000.00 $1,000. Par Value Boro of Ambridge 4.301s of '78 1,000.00 $3,000. Par Value Wash.-East Wash.Sewer Auth3 13 of 193 2,054.73 $1,000. Par Value Pittsburgh Parking Authority 4's of 197 801.06 $ 75,000. Par Value United States Treasury Bills due 4/24/69 73,851.00 .~$ ~0. P~ Value Edwin Scott Linton Post 20 Yrs. 5% Income Bond 250.00 300 shares .15P,; shares ~125 -;hares Cash Mellon National Bank & Trust Co. Common 20,100.00 Mellon National Bank & TrUst Co.(Stock Divd) 0 Martin-Marietta, Common stock 2,515.62 26,683.26 187,783.67 If Family Exemption claimed by Petition, give place of Record: .................................................................................. . If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ............................................... . List any advancement or distribution on account that has been made, and nature and amount of same: Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: Suggeste~ distribution of the balance shown, bo~h in cash and in kind to be distributed to Mary Martin Murphy and Edward Scott Martin, sole heirs of Charity s. Martin, Deceased. Fur Coat and jewelry to Mary Martin Murphy under terms of Will. -'I ... .. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ........... §WQJ::IL ............... doth depose and say that the facts set forth in the foregoing petition are true to the best oL .............................. knowledge and belief. .................. Swo.t:n .................... to and subscribed before me this ..... " .... · ...... day oL .............. ~F-~h ............ l9 .. ~~~- s. f Oft·· (]_l. . . ~ J!n_ ( / rgnature o Jcer ...... ~ .. ot.t.:;:.~~d. ....... , ......... ~ .• :CA- Title of Officer ........... CASIMJR .. P-· .. ~~.9-~~~! .. ~~~aONry_~~~---··· WASHINGTON, PA. WASH!r.G, Office expires ............... .Mx.C.P.'!'.'!'.i~:;)~.~-~-~i!~.~-~~-~·--~?:.~~!.~---····· s m (.;:) ::0 l> f'I"!:.O -o 11 DC: ::tl -VI (/)(./) --im ~ m, r ::Or 0"7 m "Tlj; :::-=a::::u ::3: 0 r=:z r-o I!) .(/) N 0 And your petitioner will ever pray, etc. . ..... ~s:ul!)/L ...... . l ..... 'l.JJ.~--~-- ....................................................................................................... ·····~· ;I ~ No. ------__ f?_=? -· g_t_ J.9.9_ 9 ______________________________ _ Estate of CHARITY SCOTT MARTIN -.. --------...... -.......... ---.. --................................................................... .. Deceased Fiduciary _______ r;P.WMP. __ §~Q:.t':.t'.J:W~l'J~--~-1). ___ _ MARY MARTIN MURPHY .............. ------........ ----.. ---------.... -----.. ---....... --.... -......... -------................ -.... . PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. Proof of service of above. 5. Letters Testamentary or Administration C. T. A or an attest copy of Will. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject" thereto. _________________ F;_c!~-~-"'=-~---~-~---~~;--~-~-~------··---------------· Attorney ~2 ., I I. ~~ ' t-,..,. t' "' I :;. .., n r-, .~' . / ! / ..l: ,-/ "' _.:: / "' .... ~ ' { r • _,,· I • , , t f 4 ~ + I ' l • 't \ ~. '\ ""'" In t4~ <trnurt nf <trnutmnn Jtl~ns nf llnsf1ingtnn <trnunty, Jrnnsylunnin, ®rpf1nn.a' <trnurt iiuisinn ESTATE OF No. 65 of1969 Charity Scott Martin, Deceased. In the motterofthe First and Final Account of Edward Scott Martin and Mary Martin Murph~!, Executors ADJUDICATION AND DECREE And now April 19~, this matter came on for hearing, audit and distribution at this session and testimony aken; 'and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $187,783 67 . and the account is accordingly confirmed; and it is o~dered, adjudged and decreed, that the said balance be paid out by the Accountant in accordance w1th .the schedule of distribution hereto attached and mode 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 & Receipts·------------- Attorney ___ __....EI.l.<dUL:wi:.!.:·a~w~.r..,l,jduS""'.~M:.wa,...r-"t...,.in...__ ________ _ 1271. 50 116.52 $187,900.19 - Russell Marino, Agent, transfer inheritance tax including tax due on transfers, $1393.48 Interest from 2-12-69 to 5-9-69, 20.11 1413.59 ~;WM~ $186,24~ Mary Martin Murphy, daughter, specific bequest in kind of clothing and jewelry, held in kind and distributed as such at the appraised value, 4950.00 Mary Martin Murphy, daughter ,,1/2 residue, including cash and the following assets held in kind and distributed as such at the appraised value, per election filed: Books of Autographs $6,000.00 j Glass, China and Silver 1, 700.00 1 $5,000-Par Value Moon 3.45's '80 5,000.00 $3,000-Par Value Montour 3 3/4's '92 3,000.00 $1,000-Par Value Ambridge 4.30's '78. 1,000.00 $1,000 -Par Value W.E.W. 3's '93 684.91 $1,000 -ParValuePgh. Park4's '97 801.06 $37,500 -Par Value Treasury Bills 36,925. 50 $125 -Par Value American Legion 125.00 6,219 shares Dunn-Mar Oil and Gas Co. 12,438.00 225 shares Mellon National Bank & Tr. 10,050.00 62 shares Martin Marietta 1, 247.7 5 90648. 79 $181,297.58 ._)· 0 ~ ~ ... !!r :::s z s ...,. p ~ :r _.. c (I) = a 3 t:Y a 0 ~ -· ... ... +"\ a 0 a· -...,. :r (1) t 10 = ~ ~ ~ ~ ~ j ~ J J . t -" j , J T . ' \ \ . ' . \ '. j Edward Scott Martin, son, 1/2 residue, including cash and the following assets, held in kind and distributed as such at the appraised value, per election filed: Prints and Pictures $5,000.00 Glass, China and Silver 1, 000.00 $5,000 Par Value Moon 4 1/2's '84 5,000.00 $1,000 ParValue Avella 41/2's '76 1,000.00 $2,000 Par Value Montour 3 3/4 ·'92 2,000.00 $1,000ParValueAlleghenyCo. 11/8 '70 1,000.00 $2,000 Par Value W.E.W. 3's '93 1,369.82 $37,500 Par 'Value Treasury Bills 36,925.50 $125 Par Value American Legion 125. 00 : 63 shares Martin-Marietta 1, 267.87 225 shares Mellon National Bank & Trust Co. 10,050.00 6220 shares Dunn-Mar Oil and Gas Company 12,440.00 90648.7 No balance f J JrJ !;!- 0 ~ z -:::1 ~ ~ n oofo p 0 :::r e; c (1) i ) i :::1 3 t0 -+ 0 0 0 I ..... ..... :+ 0 .... (1) ~ .., C\J 0 ~ .) -.. oofo 0"1 (/') ;;r t 0_! JJ (1) Z...J = ~ Ci::;: ( <· N l:l'-ra 0 0 -'a:: ~ ('I) ..Jw -WI- en(!) ..L a:= (!)_ :::> '-" ~ 0.. C.:.:W < 0:: ~ 0) ~ (.t;l 0) ~ -~ ' ,. I r ~ ., ., ,, If 'I I IN THE ORPHANS'COURT DIVISION OF THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA IN THE MATTER OF THE AUDIT OF ACCOUNT IN ESTATE OF ( ) ( ) ( NO. 65 of 1969 A. D. CHARITY SCOTT MARTIN ELECTION TO TAKE IN KIND TO THE AUDITING JUDGE: Edward Scott Martin hereby. elects to take the following items in kind, and respectfully requests that the Court make distribution of these items as follows: EDWARD SCOTT MARTIN: Prints and Pictures Glass, China and Silver $5,000. Par Value Moon 4~'s '84 $1,000. Par Value Avella 4~1 s 1 76 $2,000. Par Value Montour 3 3/4 192 $1,000. Par Value Allegheny Co. 1 1/8 $2,000. Par Value W. E. W. 3's '93 $37,500. Par Value Treasury Bills '·$ 125. Par Value American Legion 63 shares Martin-Marietta $5,000.~ 1,000.00 5,000.00 1,000.00 2,000.00 170 1,000.00 1,369.82 36,925.50 125.00 225 shares Mellon National Bank & Trust Co 6220 shares Dunn-Mar Oil and Gas Company 1,267.87 10,050.00 12:A 1111 ~~11 j 0 C\1 .. VI en 0-J 0 ~= :;;:: a:::~ LU < -<:4,, Lo _j 0 -'cr: ~ll.J f'1 (/)I--(/)~ :~ 0: :::::'ICI Q.. O::LLJ <C 0:: I. < - c - 0') \.!::) en ...... \ '\ t - -~ (. - I ! ' ~ II I. II ~ IN THE ORPHANS' COURT DIVISION OF THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA IN THE MATTER OF THE AUDIT OF ACCOUNT IN ESTATE OF CHARITY SCOTT MARTIN ( ) ( ) ( NO. 65 of 1969 ELECTION TO TAKE IN KIND TO THE AUDITING JUDGE: A. D. Mary Martin Murphy hereby elects to'take the following items in kind, and respectfully requests that the Court make distribution of these items as follows: MARY MARTIN MURPHY: Jewelry $4,650.00 Mink Coat 300.00 $4,950.00 ----~ MARY MARTIN MURPHY: Books of Autographs $6,000.00 Glass, China and Silver 1,700.00 $5,000 Par Value Moon 3.45 1s 180 5,000.00 $3,000 Par Value MOntour 3 3/4's '92 3,000.00 $1,000 Par Value Ambridge 4.30's '78 1,000.00 $1,000 Par Value W. E. W. 3's '93 684.91 $1,000 -Par Value Pgh. Park 4's 1 97 801.06 $37,500 -Par Value Treasury Bills 36,925.50 $ 125 -Par Value American Legion 125.00 6,219 shares Dunn-Mar Oil and Gas Co. 12,438.00 225 shares Mellon National Bank & Tr. 10,050.00 vv 62 shares Martin Marietta 1 247.75 1,. 10t1 ... ~ ~ _t 0 (\J .... -,...I ..: .1 •• m (I) O...J 0 ~:::! :::;:: ~3: w <C <( ~6 _j 0 -lcz: l. -lw fi1 LUI--(./)(/) lL en-,, 0: :::::>0 0.... O:::W <.r a: 0'> (..0 ~ c. '. (• Forn1 RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS 1 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 is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of . the InhE)ritance .. an!l .Est;ate Tax Act of 19!)1.) ~:.~;;;,..;;;;.;:;;,;N~ .~~~~~·E···~·~······ .......... ···········} :::u:v~: :F (State full name of decedent) Late of ................... W.A:~HINC.;'l:9N . . ........ . .............................. County ~ ::.:· :.--:::~:::~~-:-::::~_::_~} '" E DWA~P. ..... ~.G.Q.1:1' M.J.\J,.rt:.:J:.N ..... A.NP.. .... ~RX. .... M!\RTI N MURl'HY Executor X of the estate of the above-named decedent being duly sworn, depose and say Decedent· died ............ November .... l2.th , (Month) ........... , 19 ... .6..7 ......... .J testate leaving a last will, copy of which is hereto attached. } (llay) (Year) l. intestate ~d\YetJ:d: ... ~.! ... :t--¥i:J; t:JI1 ...................... ··········· .............................. . Name and address of attorney or} other authorized representative to whom all correspondence should be. mailed. 2 7 South Golleg.e . S.tree t, .. Washington, . P.ennsylv:ania are That as such ........ ~~~-~.Y.J9..!".!L .............. deponent> K!Kfamiliar with the affairs of said estate and the property con- < Ex.,ou tor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of 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 Washine:ton Office Edward and _C..hari_t:_V_ S _Ma_'!"1:il1 J.t11<!h<>nrl Mdlon National Bank and Irust Comoanv That the contents of said safe deposit box or boxes are itemized under Schedules B & E of this return, with the exception of the following, for the reasons hereinafter set forth: That Sc.hedu/e 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. 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 comjlanies, or other institutions, whether individually, or in tr?st for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case of savings banks, and to the date., of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evi~ence"of in- debtedness of the United States t~ the decedent; all obligations, whether by statute ~r agreement they are designated as tax free, of the United States, or any state, or political subdivi~ion thereo~ or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any ~nd all other personal chattels of whatsoever kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds and mortgal!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 ~o each· item; all moneys payable to the estate from life insurance policles carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued 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 aspets 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 business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transfe~ee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y of the deed, trust agreement or other instrument creating the trust. Ther1~ is also set forth in said schedule a list of all property, real and personal, with its value, which pa~ses at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and 1rnpaid 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 Subscribed and sworn to before me this ................................ . .................... /..(.~ .......... day of~~ ...... 19.J .... f. rp ' . [) u . /} ......... ~-d: ................ ,,, .. ,, ... f~ ...................................... . CASIMIR 0. KNODLE, Notary Public WASHiNGTON, PA. W ,;;I:INGTON COUNTY My Commission Expires Feb. 10, 1969 ... W.a.:~h.!.~g~g~, ..... :f..~!:!:Q.§.Y.!Y.~.n.!.~ ............................................ . (City or Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed, Rcc;-34 (l-641l COMMON,WEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHED,ULE "A" -REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property heid as joint tenant or tenancy by entireties, report on Schedule "E". Prc·perty h~>ld by the .de.cedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo!."wealth af Pennsylvania should be described by lot and block number, street and street number, together wl th a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm state number of a- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, acciued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. 1. Two and one-half story Brick House with integral garage at corner of LeMoyne and Lockhart Streets Borough of East Washington, known as 147 Le Moyne Avenue 2. One and one-half story Frame House, in rear of 147 Le Moyne Avenue, known as 149 Lockhart Ave. 3. Vacant Lot on LeMoyne Avenue south of 147 LeMOyne Avenue, known as Lot 24 4. Lot on corner of LeMOyne and Lockhart Avenues (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH 8' 715.00 1,650.00 1,920.00 known as Lot 23 on which the houses at 147 LeMoyre Ave. and 149 Lockhart Avenue are erected 2,135.00 Insert this total opposite "real property", Schedule 11A" in the X X X X X "As Reported" column on the last page of this return. (2) (3) DEPARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write In this space) -zu,uuu.ou _2, SOO, OG- 3,500.00 , "ULT. uu 30,000.00 / • RCC ... 3.5 ' . COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death.· Property owned by the decedent jointly with another or others must be listed under Schedule "E". 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 adninistered 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. 1. 2. 3. 4. 5. ITEM List and describe fully 1 Bar Pin with 3 diamonds mounted 1 Platinum Diamond Ruby Ring #A8-1704 one Ruby 1. 70 Cts 14 Baguettes .69 Cts., 50 Dia. 1.02 Cts. Mfg. by Scheer 1 Gold Band Wedding Ring 1 Gold Diamond Engagement Ring 1 Diamond Platinum Bow Knot Brooch 4.31 Cts. of Diamonds UNIT VALUE 50.00 1,000. 50.0( 200.0( 1500.0( ESTIMATED MARKEl' VALUE 50.00 1,000.00 50.00 200.00 1,500.00 6. 1 Pair of Earrings, containing 8 Diamonds .38 and 10 Rubies set in Platinum mounting Ctd • 7. 8. 9. 10. 11. 12. 13. 14. 15. 16 1 Brooch and pair ear rings (Pearl -Ruby) 1 Bracelet -Silver with diamond mounting Oil and Gas Property Rush County, Kansas .13698630 Working interest acquired by Deed of Trust, dated April 20, 1954, sold as of 11/1/67 Common Stock -Dunn-Mar Oil and Gas Company 10,409 shares at $2.00 in name of Charity s. Martin Common Stock-Dunn-Mar Oil and Gas Company 2,030 shares at $2.00 in name of Edward Martin Savings Certificates, Mellon National Bank and Trust Company, Washington, Pa. interest bearing 1 -$10,000. -4% #11623 -2-7-62 1 -$10,000. -4% # 141 -1-4~64 1 -$20,000. -4% #11887 -1-3-64 1 -$10,000. -4% #11725 -8-27-62 1 -$10,000. -4% #11794 -4-10•63 1 -$10,000. -4~% #Clll55 -2-28-66 1 -$20,000. -4 3/4% #Dl2062 -5-8-67 Demand Note, dated April 12, 1962, by Dunn-Mar Oil and Gas Company, 6% interest payable monthl 1 -$5,000. Coupon Bond, Moons Schools Union School Dist. Authority, Allegheny County, Pa. 1/67-Vl38-4~%', principal due 5-1-84 2 -$100.00 5% Income Bonds, Edwin Scott Linton Post #175 American Legion Home Aaan.of Wash.Pa. Principal due 1986 1 -$50.00 20 Year 5% Income Bond, Edward Scott Linton Post #175 American Legion Home Assn. of Washington, Pa. Principal due 1986 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. 200.0( 150.0( 1500.0( 353. 3C 2.00 2.00 0,000. 0,000. 0,000. 0,000. 0,000. 0,000. 0,000. 7 ,500. 5,000 200 50. 200.00 150.00 1,500.00 353.30 20,818.00 4,060.00 10,000.00 10,000.00 20,000.00 10,000.00 10,000.00 10,000.00 20,000.00 7,500.00 5,000.00 200.00 50.00 X X 132,631.30 DEPARTMENT VALUATION (Do not write in this space) A O() 6 '00 5o. oo ~ c1 a_ oo ;Jsoo-oo oloo. oo /So. oo /Jso o. oo 3t'3.3o t/. o~o.oo / /O;ooo.oo Jo 1 ooo.OO ;(OJ 000· 00 fd}) 0 0 0. oo /0 1 OOcJ. 60 !cJ > oocJ. o u o(o 1 o a o. au 1 s 60-0 0 I £ 0 c>o. oo I r1oo_ oo so. oo 13{c,3;.30 SCliEDULE "B" PERSONAL PROPERTY ITEM ITEM NO. LIST AND DESCRIBE FULLY 17 Coupon Bonds Moons Schools Union School Dist. Authority, Allegheny County, Pa. Revenue Bonds Series of 1963, due Nov. 1, 1980 1 -$1000. #1-3031 1 -$1000. #1-3030 1 -$1000. #1-3029 1 -$1000. #1-3028 1 -$1000. $13047 18. 25 shares Martin-Marietta 1/NC0120509 Com. 100 shares Martin-Marietta 11NC169305 Com. 19. 2 Shares Mellon National Bank & Trust Co. tF022301 159 Shares " " II " " #MU828 2 Shares " " II II " 11015511 100 Shares II " II II II 1110407 2 Shares " " II II " #029315 35 Shares II II II II II #M015386 20. 1 -$1,000.00 Coupon Bond School Authority of Southwestern Wash. County, Pa. due 8-1-76 #A468 (Continued) I UNIT I ESTlMATE, : VALUE 'MARKET , VALUE i I I 11000.00 1000.00 t 11000.00 1000.00 1000.00 1000.00 j1ooo.oo 1000.00 1000.00 1900.00 20 1/8 503~ 12 20 1/8 2012.50 67 134:oo 67 10653.001 67 134.00' 67 6700.00' 67 134.oo· 67 2345.oo: . 1000.00 1000.00 21. 5 -$1,000.00 Bonds Montour Joint School Authority Series of 1963, Certificate #11-2083 to #11-2087 ind.5000 •. 5000.00' 22. 1 -$1,000.00 Coupon Bond, County of Allegheny #667, Principal due 5-1•70 23.-1 -$1,000.~0 Coupon Bond, Borough of Ambridge, Municipal Authority, Beaver County, Pa., due August 1, 1978 24.-Cash in Checking Account Mellon National Bank and Trust Company Total this Page 1000.00 I 1000.00; 11000.00 1000.00• I I 917.24: I ! ' 36,532.86 Page 2 DEPARTMENT VALUATION !J dOC). 00 h 60 Q. oo j 1 Q()(J.Od IJ 6oo. oo 11 Q()C). 66 So3, /J of'/ a; ,i . ..So I 3 ( oo /O; (p-5'"3-oo /3 t/-00 ~) 700· oo /3</-60 &1,}</f, 00 0ooo-ao /) ()OO. O() 1) ooo ,oa 9t1. ,1 c.f 3~;S"3:<. f" Item Item SCHEDULE "B" PERSONAL PROPERTY No. List and describe fully 24. Household Goods and Furnishing as follows: KITCHEN AND PANTRY Deep Freeze One Table Electric Range HALL Two tables One Settee One Chair Two Lamps DINING ROOM Table, Chairs and Sideboard with mirror One Serving Table One Table Four Lamps LIVING ROOM One piano Eight Chairs .Six Side Tables One Coffee Table Two (2) Round Tables One desk and Bookcase Seven Lamps Fireplace Utensils SUN ROOM One table (made from White House wood) with drawer containing medals Three Chairs Jne Lamp from the Penna. Oil Age ·The following Pa. German Furniture: One Settee Four Chairs Two Side Tables Two rockers One Cabbage Cutter One Desk One Table LIVING ROOM Five Chairs Four Lamps One Console Table One Coffee Table Three End Tables One Television Set GUEST ROOM Twin Beds Two Side Tables Three Chairs Dne Dresser and One Chiffonier Four Lamps BATHROOM One old Dresser One Chair SEDROOM Three Chairs ?ive Small Tables Two Bookcases Five Lamps One Double Bed One Chiffonier One Dresser One Chest of Drawers (Pa. German) SUN ROOM Two Chairs (Set) Cne Table Total this page Page 3 !Unit !Estimated Department Valuation ! Value !Market Value I j I ! 1oo.ool I 10.00 I w.oo 1 I 50.001 75.00 so.ool 10.001 100.001 10.00 40.00j 25.001 I 50.001 1oo.ool 75.ooi 25.ool 15o.oo I 100.00i 1o.oo I 10.00. I 25.00! so.oo! 25.oo I I I l 100. oo 1 100.00' I 20.001 I 50.00 1 50.00 '! 50.00 25.00 I I I 25.oo 1 20.00 l 10.00 15.00 1 2o.oo I 10.00 l I I 5o.oo I 10.00 I 30o 00 I 75.00 20.00 50.00 5.00 I 30.00 25.00 10. oo I 20.00 15.00 10.00 10.00 50.00 10.00 5.00 2080.0 .. 2080.00 /oo , oo j{)' 00 J(). ex; So. oo 1-S'".oo .5o. oo /{). ()(J 1 o a. 6o /0. 00 7'o. oo ofl.t: oo sa. oa J C) C) . oo r;.s; oo o!~oo J,t'd, oO ;o0 ,od ?o.OO J(),QQ r}-.{'_ oo ~0-tlO c)._( 60 /00. co ;{)()-00 & a. 6<J S'{)-66 so. oo £0.00 cJS:oo o!S:oo c.J (J, (X; /o. oo !S:oo oPo.oo /(). Oo So.{)() /{). 60 .,]() 60 J~oa ~6·00 5d. 00 ~DO Jo. oo ofS, D6 /0 f 00 clO.tJ6 !S:oo /0-00 /().{)0 .So oo /DJ;() 5·00 ;;, oso. oo ITEM Item SCHEDULE "B" PERSONAL PROPERTY NO. List and describe fully BEDROOM AND BATH Twin Beds Three Tables 1 Chair One Desk 4 Lamps THIRD FLOOR 1 Davenport Two Lamps BASEMENT HALL AND HOBBY ROOM Bookcases Three Tables Two Lamps Four Chairs LAUNDRY Dryer Washer Mangle Gas Range Tables LIBRARY AND SMALL LIBRARY ROOM One Davenport One Settee Five Chairs One Table One Coffee Table One English steps Three Lamps (One lamp made from German Shell) RUGS AND CARPETS Basement hall and adjoining rooms Guest Room Bedroom No. 1 Bedroom No. 2 Oriental Rugs: Dining Room 10~ x 15 Living Room (Second Hand) 13~ x 24 Hall 5~ x 16 2 small Rugs in Hall 6 foot Stair Runner Upstairs Living Room 12 x 15 PRINTS AND PICTURES Best 50 Small Folio Prints Life of a Fireman, six large Folio 16 Presidents, Small Folio Historical Prints General and Presidents 30 small Folio Prints 42 Miscellaneous Small Folio Prints Miscellaneous 7 Large Folio Prints Home Scenes, Religious and Sentimental Small Folio GLASS, CHINA AND SILVER Silver Service Punch Bowl and Cups Silver Plates Glass China BOOKS OF AUTOGRAPHS Presidents Senate of Penna. 1883 Hisc. Items, Autographs, etc. (Brief Case) Framed Item -Geo. Washington Framed Item -Lincoln Misc. Items -Brief Case Constitution signers Declaration signers Civil War -Vol. 1 Civil War -Vol. 2 New York Governors Total this page Continued) Page ~ '1 EStimated f' DEPARTMENT . Market Value : Valuation 50.00 so.oa 20.00 o!o. do 15.00 /S:oa 10.00 30.00 /0-clO .So.co 5.00 ~00 10.00 /0 00 I I olJ.oo 25.00 I 30.00 I ,30.00 10.00 20.00 I J(j-00 ; £o.oo I 25.00 o1['"; cJO I 25.00 i I .,.f(.oo 10.00 I 1.00 I /(). ~ 1.00 ! (oo I ,, 00 I 1.00 I j,(J() 10.00 50.00 I fo, od 20.00 I 5'6' 00 10.00 clo-oo 25.00 ({),()() 30.00 oP[.60 .3'0·60 10.00 ;o ·oo 30.00 25.00 .60.60 50.00 ~.oo so-oo 250.00 J.to-oo 400.00 150.00 t/oo.oo 40.00 !So oo 50.00 L/o, oo 200.00 1,638.00 ~6-oo cfoo-oo 2,000.00 o(1 oad. oo 500.00 ~oO· DO 500.00 Joo-oo 420.00 Ef~O-C'O 300.00 330.00 ..Joo-oa 460.00 330-60 Vc.o. oo 490.00 5,000.00 !./ 96. Oo 200.00 Jao. ocJ 200.00 Joo. ()() 300.00 .:560 .60 1,000.00 /1 c;oo. oo 1,000.00 2,700.00 /, 000 00 2,000.00 :(,6()0 '60 200.00 ()OO-0 0 200.00 r}()0-00 50.00 200.00 So-oo 200.00 c2oo. oo 1,000.00 oloo. bcJ 1,000.00 IJ Ooo. oo 250.00 IJ oco-ao 2~S:SS o?~o .orJ 5,400.00 c:JS'{J. 00 So.oo 14,738.00 It/ /3 f-oo SCHEDULE "B II PERSONAL PROPERTl Continued Pa Item No. Item List and described full BOOK OF AUTOGRAPHS Vice Presidents Chief Justices Generals and Admirals 40th Congress Senate & House 1871 Full length mink coat (Continued) Total Personal .. Unit I Estiiii8:ted Value iMarket Value 200.00 150.00 j 150.00 j 50.00 l_5_o_. o_o ...... ! I i 300.00 I i I I I ProP,erty • I ! ! . . I I I i ! I l I I I I I I 600.00 300.00 186,882.16 Department Valuation o(00-00 !.So-oo !S'o.oO so, ()0 So.oO ,30(). 00 · Rcc-36 cmmON1.1'EALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C" TRA.NSFEilS (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) Yes. (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 86 or 87 (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) No. (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) ________ _ (b) What was the transferee's age at time of decedent's death? ---------(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) No. (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) No. (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others ____________________________________________________________________________ ___ (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) No. (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) No (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)----------- NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with 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 1. 2. 3. 4. 5. DESCRIPTION December 25, 1965 2400 shares Dunn-Mar Oil & Gas Company stock; 600 shares each to Edward s. Martin, Suzanne c. Martin, James B. Murphy and Mary M. Murphy May 2, 1966, James B. and Mary M. Murphy one $5,000.00 Mellon National Bank and Trust Company Savings Certificate May 2, 1966, Edward s. and Suzanne c. Martin one $5,000.00 Mellon National Bank and Trust Company Savings Certificate May 26, 1967, Gift to Edward s. and Suzanne c. Martin of the following bonds: One .(1) Allegheny County Road Bond Two (2) Adams Twp. Butler Co. Municipal Auth.Bonc Two (2) McCandless Twp. Sanitary Authority One (1) Southwestern Wash.Co.School Authority May 26,1967, Tift to James B. and Mary M. Murphy of the following bonds: One (1) Allegheny County Road Bond Two (2) Adams Twp.Butler Co.Municipal Auth.Bond Two (2) McCandless Twp. Sanitary Authority One (1) Southwestern Wash.Co.School Authority Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) 4,800.00 5,000.00 5,000.00 1,000.00 2,000.00 2,000.00 1,000.00 1,000.00 2,000.00 2,000.00 1,000.00 26 800 00 DEPT. VALUATION (Dept. Only) ( h RCC-37 (12-63) C'QMMON\rEALTH 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) Marv Martin Murohv F.dw.<~rd ~cott M.<~rtin SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or illegitimate children DECEDENT are involved, set STATE YES forth this fact.) OR NO Daughter Yes Son Yes DATE INTEREST OF OF BENEFICIARY IN ESTATE BIRTH Feb.l9.1916 One-half MIDI. 2,l_'lli.l iln.ec-H.<~ 1 f Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Will ~ No. II Administration Year ............ .. P.il THE II :\lATTER OF THE APPRAISEMENT II OF THE II ESTATE OF II II m ' ' -..... CHARITY SCOTT MARTIN .... ··········-··· ...... ,..-,s: . Deceased 0 ; . ' ! t...: ( I ' Late of. BOROUGH OF EAST WASHINGTON --... ······ ............... ..... -.. -· . ~ - .("') ("' • I County of WASHINGTON I·_ ... ~ Commonwealth of Pennsylvania REPORT AND APPRAISAL I I (Executor-Administrator must complete "As Reported" column #1.) 0 ...., '"d ::0 ...., .... (!) (!) 0 po ...., e. "' "' :::1 0 "' "' ...... :::1 '"d ...., (!) e:... ...., ...., po "' 0 X '"d'"O po c::r .... ~ (b .g ~ t.'%j (!) .... "' ~ ...... po ...... (!) :'· I~ ;., ~ ~ :, :, r:Jl c:: ~ ~ > ::0 .-....---..->< w c,i) Vl (') (') ?"' ?"' ?"' ci ~ > : :: --- -(1)-(l)<h-(1)-{,9-E/9 '"' : ...... :+:--'N :oo :w-w :a-:a-:o > ,.. ,.. .. ,. "' :a-:oo :oo :o :::0 :co :0 :oo :0 (!)-'N -0 :N :0 '0 ,_. :· :• ~ :• 0-, ..... :0 , ..... :0...., :a-:o :o-0 ct c... .OO.OO<h--oo.y;..--oo ~­ Qt. :~· ~· ~- -~. '"""-: > : ·~:"' ~ 'S" :~ 0 -F'-:--: ,~ ~~ :"--:~::>,..,. . c:: tv .,, :-''·a....,-10 :~:~ 3 :c:::--. ~ Cl :;· : ~ '"'-. g_ :0 :.,....__· Cl_ :')' :o II . . ·I R c c-e 1 12·84) . ' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR Jlllp·;.y PLIA•I RIPill TO 37_68_1 Em·JARD S. 11A.RTIN & Y'ARY MARTIN M{WPHY In Re : Estate of ____ __,.C..,.H,..A ..... R..._ITY........_-'S..,C.....,O..._T.._T~t.JJ;.{Au.R...,T.....,I..~.:N~..-___ _ -----lv.,..JA...,S~H,...I....,.N,.,GT..wO..uN"'-------County -File No. 94:50-1 97 You are hereby notified that the original appraisement in the estate of C'!h;:n•it.~r Scott. Martin has been filed in the office of the Register of Wills qf WasbjnP'±.on County on May-1/1 , 19_68. Said appraisement reflects 0 the following valuations: Real Estate -------'6~0""'1~0.Ll.O~QJ..<·I.J.O.Q.O'--- Personal Property ___ ..... lu8~6~,8..,8~2~·~1~6~--- Transfers _______ ~2~6~,~8~0AO~.~n~n~....-_ Total --------------~27~3~1~6~8~2~·~1~6 __ __ As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the rate of six (5%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement nay appeal therefrom as provided by law. Date ______ ~~=B~Y~1=4~·~1~9~68~------- DATE OF DEATH: November 12, 1967 Note: This is not a bill. ...nee-.. '?-"1 ( 6-64) C'·OVMONWEfl.lJTH OF PENN~YINANI.\ TH.AN ~ li'F.ll I Nt!l<;l\IT .~NC~ T A~ R.~SIDENT DECE:DF.NT ~~RTIN, CHARITY SCOTT FILE # 9480-197 November 12, 1967 SUMMARY FILE # 9480-197 flEPOH.'l' OF INHERITAri.CF. TAX APPRAISER r~ the undersigned if 63 Washington duly appointed Inheritance Tax Appraiser in and for the County of , Pennsylvania, do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A", "B", "C" and "E". the real and personal opposite each item in Dated: 05-l L1-68 11-12-67 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for----------- County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts claimed by deponent, ~xcept as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated: INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ESTATE T~X ASSESSMENTS FOR USE OF REGISTER ONLY Tax on $ !'l% Tax on $ 10'1o ·~ Tax on $ . 2, 1Pi1o Tax on $ ·--' Exemptions :=(':') Total Estate TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from to REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED~ALUE A§ REAPPRAISED 6o,ooo.ooT $ 'J V ~o ........ _· _ $ .3.0, 000 .. OQ__ $ _ 26,800.0_0__ 186,882.16- 26,.800. OQ_ 186,882..16 21..3, 682 .lL 273:682.16_ =====:= =====·-======:= $ ____ _ $ ------ COMPUTATION OF TAX $ <!> •t• $ $ $ * $ $ =====\= ========~==:=== (':') As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. ~--------~------ $ _____ _ AMOUNT OF ESTATE TAX ASSESSED $ ____ _ Estate tax paid BALANCE DUE Add interest at rate of 6% from to FOR USE OF REGISTER ONLY $ ------ TOTAL TAX BALANCE PAID ADJUSTMENTS $ __ ___:.. ___ _ $ ______ _ $ _____ _ $ NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ~ No. I:S THE Year ........... . ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF . .CR.IiRITY .. SCOT!' .. JIP.R.TIN ... Deceased Late of .. ... E ..... 'i.JZSHINGTON ..... County of .. ~lASHINGT.ON ... Commonwealth of Pennsylvania REPORT AND APPRAISAL •7 f Fonn RCC-2· ... . DATE ....................... Hay ... l4.., ...... 19.6.8 ........ . COU~Y .... ~ ...... Ji.9.:.13..h.:b.DE.t.QP ................ . Dl!;t'ARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT FILE NO •.................... 9..4.$.0.::::19.7 ...................................... . Whereas, .................................. G.hg.r.t.t.Y. .... $..ggt.t. .... N.~r..t.t..P. ......................................... " .. late of ....................................... ~.~ ... .YI~::>h.t.PEt.9.P ......................... . in the County of ................................ J~!.ashing.ton. ............................................................... Commonwealth of Pennsylvania, having died on the ............................ 12 .... th ................................................ day of ................. Uav.emb.er. ................................ 19 .. 67 .... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... , .................. Ii .• E. •.... C.har..ey. ...................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, a.nd to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Appraisement Unit Description of Aaset Values Made for Inheritance Tax Purposes •.. $ REALTY: As per Schedule "A" 60,00( 00 .. PERSONALTY: .. As per Schedule "B" 186,88 16 TRANSFERS: -- As per SchedUler.-.t.Hli! ~, " ~ ..... _.__t.·_u -26:,.scx 00 .. JT. HELD: NONE NONE Total 273,682 16 ' . torrn~~~:hb:: ::rh:.~.~ .. ~.~~M.~::. ~:;.~~£~.~~.~h.~:::~~~~~::~~~~~;;~~~ A.ppral1er / Penna. - ............ J"r;~.O.HINGTON .. .. ...... ................. County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of CHARI.TY. ... S.COTT ... :tvr..ARTIN. ........................ . Deceased. Late of .E .•.... lt!.ASHINGT01J. .......................................... . Date of Death, ............ No.v.ernb.er .. 12, .... 1,9.67 ........... . Appraisemel!t Docket Vol., ................ .37. ............................ . Page, ........ 68-l ...................... No . .9..4B.O~l9.7 ................. . Filed in Register's Office, ........ HP..Y ... l.4, ....... 19.6B.. A1n0unt of tax due, $-··························--·--·--------·-·· DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, .... i;_· i L_ f: D ' l-i ' j l L __ U 1989 APR 30 AM 9 : 21 . t. ,.; -i . -Russ~tl t,rARtNo R£GIS1 C:1i OF WILLS • ~' l ~ < ~ _, o o I .... . I f •• 0 ,) ~ 1 -... . (' ~ Form RCt!:-10 •. '· OFFICE OF THE ,. REGISTER OF WILLS OF ---"W:::.::a:::.::S:.::h:::.::i:.::n:.c;;g'-=t""-o.=.:n'---COUNTY Al~ AGENT OF THK COMMONWiiALTH ~~ ft ,Y;/cfrf, 7'7 "· ' • t. STATEMENT OF DEBTS AND DEDUCTIONS DATE APPROVED ....... . ~~~ ESTATE OF CHARITY SCOTT MARTIN LATE OF-------=EA~ST~W~A~S~H~I~N~G~T~O~N~----------- f-G. -c 9 DATE OF FILING APPRAISEMENT __ ...;;____;;:,__ _____ DAT!i OF' DEATH j\loyember 12, 1967 196~TI!: NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHS:It Dec. 5 1 Piatt Funeral Home Funeral Expenses 1 892 16 5 2 Wash.-E.Wash. Jt. Authority Water Bill 3 97 5 3 Columbia Gas of Pa. Gas Bill 63 39 5 4 Dr. Joseph R. Hookey Funeral Services 50 00 5 5 J. Paul Proudfit, M. D. Medical Expenses 77 00 5 6 Cox's Present for Nurse 13 12 5 7 Ambulance & Chair Service Rental 27 46 5 8 Home Laundry Services Rendered 10 15 ,6 Annex Pharmacy Drufs 71 65- 169 70 1~ r.eorge Washington Hotel Ren l~OO 16 ll Mrs. Suzanne C. Wells Nursing ll.) or- July July June Jan. Peb. Mar. Apr. Ms:~v i~Y~ 23 12 C. A. Knodle Secretarial Work 256 02 23 1~ Columbia Gas of Pa. Gas Service 438 08 . 23 14 West Penn Power Comoany Electric Service 39 46 27 15 Kelly's Delivery Service Moving· Furniture 582 00 4 16 Robert D. Vance Agency Ins. on LeMoyne Ave~ Property 40 00 4 17 u. s. Internal Revenue Service F.O.A. 7 92 5 18 James B. Murphy Reimbursement for Refund Adv. 48 93 5 19 Edward s. Marhn 'Jl )U 9 20 Henrv G. Hood & Sons Premium 272 00 20 21 Citizens Water Company Water Bills 47 95 20 22 Wash.-E.Wash. Jt. Authority Water Bills 21 18 , "-~ ~ ()n S!f'"n"..;-foo i nhPri~t-<lni"O --.=-o'IZ_ ~-~ ... :::: __ .......... .. .... ' ., •f).L;:) L. .... vv 5 24 Cox's Mdse. Purchased • 15 94 10 25 Edward s. Martin on acct. Atty s Fees 5,000 00 10 26 Mary M. Murohv Executrix's Fees 5,000 00 10 27 Internal Revenue Service F. O.A. 7 92 ?R Tn~:~PnhinP M TlouQlas Clerk O.C letters and Short Certificates 32 50 29 Washington County Reports Adv. Executor's Notice 12 50 10 nh~:~Al"UAl" l>uhli<:hina Comoanv " " II 12 so 31 Russell Marino, Clerk 0. C. Filing Inventory & Appraisement 3 00 32 Mellon National Bank & Tr. Co. Rental Safety Deposit Box 15 00 1 7 ~i ~!!ley B. Wilson Commissions 225 00 rson G. Palmer Reimbursement for Adv. Exo. 200 00 2~ ~~ h~~~~n~l ~~venue Service F.Or/· 2.4o6 92 - ennett Bro era~&te Fee 00 37 Edward S. Martin Balance Attorney's Fees 6,744 10 38 Mary M. Murphy Balance Executrix' Fees 6,744 10 / ~ ~\) Total ( 33,735 11 COMMONWEALTH OF PENNSYLVANIA }sa: ~ _/ COUNTY OF Washington I, -----------'E:.l.d!llWL!i!ab!r.YdL,WS~.__!1M~a!.r.!:.ti:!:.;n!,L _________ HEREBY CERTIFY, THAT. TO THE BUT OF NY kNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRU II!: STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION.SUBMITTED TO THE ESTATE OF Charitv ScottijMaLin <) -.1---E ED, AS DEDY.CTION& FOR INHERITANCE TAX PURPOSES. ~ 1 26th ' ~.===---a,,~ (L. &.) SWORN AND SUBSCRIB&D BEFORE ME THIS DAY 01' July · ,8 68 ~1<9.~ CASIMIR D. KNODLE, Notary Public h 'iiif\GTQ,J, PA. y,,.,.,rJJNGTON COUNTY My Commission Expires Feb. 10, 1969 - •• LL \ -[ l ,·, •CJ a-· -I ... ~ r 1 ..1 -1 I I .I ... T • • ' '. \1·· ', '· i l i' •. ' J. r , ( \ • I .J I'· •'"'· / TELEPHONE: AREA 412 22.5~6420 EDWARD S. MARTIN ATTORNEY AT LAW 27 S, COLLEGE STREET WASHINGTON, PA. 19301 July 11th, 1968 To Russell Marino Register of Washington County, Pennsylvania . In re: Appraisement under Inheritance and Estate Tax Act of 1961 ESTATE OF CHARITY SCOTT MARTIN, Deceased File No. 9480-197 1. This protest is filed by the undersigned party in interest. He is one of the co-executors under the will of the decedent. 2. On May 14th, 1968, an appraisement of the tax due under the Inheritance and Estate Tax Act of 1961 was made in the estate of Charity Scott Martin, deceased, in Washington County, Pennsylvania. 3. The undersigned protests the appraisement as erroneous in the following.particular: The real estate has been appraised at $60,000.00. On July 1st, 1968, the said real estate was sold to a bona fide third party, no relation whatsoever to the decedent or any other party in interest, for the sum of $48,000.00. 4. The undersigned elects to have the correctness oif the action herein complained of determined at the audit of the ac:ount of the personal representative of the estate of Charity Scott Martin, deceased. ~ . ).,. I 30-~ ~. ,... I D ....... , Executor J PIC C·81 (2·&41 COMMONWEAL.. TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR RIPLY PLIAII lliPIIl TO 37-68-1 In Re: Estate of _____ .lJ.C.o.H.~::..I\B.u...L.TT.~..'J.~..' ... S...uC...uO..~-.T~T&.-....~:M:.l.l.''l.J,;BI.-JT....II...Lll\T~--- ____ _.y ..... ;A...,S .... Hui..uN""'G"""T~O~N-------County -File No. 94$0-197 You are hereby notified that the ____ ~o~r~i~g•iR~al~-------- appraisement in the estate of r.hn·i+~r Sea±± Mar}in has been filed in the office of the Register of Wills qf Washington County on May 14 , 19_68. Said appraisement reflects the following valuations: Real Estate -----~60~, O~O::.:::Ou.·~OO~-- Personal Property ____ -=1~8~6~·~B~8~2~.1~6~---- Transfers __________ _...2~6~~~8~0~0~.~oo~----- Total _____________ ~2~7~3~·~6~82~·~1~6~--- As to such tax that is paid within three months.from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ___ -=Ma~y~·~l=4+·~1~9~6~8~--------- DATE OF DEATH: November 12, 1967 Note: This is not a bill.