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HomeMy WebLinkAboutOC1969-0067 - ESTATE OF SHUTTLEWORTHJ -•••••• atnmmnuwtult4 nf Jeuu!lyluuuiu,} llllhm~iugtnn QLnuuty. lili. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid on the 20th. day of 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 Thomas L. Shuttleworth late of Coal Center in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Nellie Shuttleworth trix the ExccutxiK m said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; ~OW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Nellie Shuttleworth committing unto Her the administration of all ar:.d singular the goods and chattels, rights and credits, which were of said deceased, and requiring Her to exhibit a true and perfect inventory thereof into the Register's Office, at Washingto:1, within ninety ' days from the date hereof, and to render a just and true account of said administration at the expiration of six months from the date hereof, and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hanj and the seal of said Office at Washington, this j 20th. day of January in the year o;: our 'Lord one ·thousand nine hundred and Sixty Nine . ~ , . ................................................................................................. ~ ....... Register ..q +J ~ =s c !!: ;.... (1) ~ r-i +-t .j..:) = .j..:) Cot ::s a IL ~ ~ 0 Cl) +-t 111 • N t:t 1-..:I t Cot ~ s (/J fll 111 ~ t:t ;.... 0 Cot ~ +-t E-1 +-t Cot ~ • 1 FOURTH: authority: The trustee shall have the following power and (a) To accept in kind from the Executor of my Last Will and Testament any· of my investments or property, real, personal or mixed; (b) To invest and reinvest the principal of th trust or any part thereof in any kind of property, real, personal j or mixed, including, Without limitation, mortgages, or mortgage participations, common trust funds, common stocks, preferred stockj, bonds, notes, and other securities, regardless of whether the same are legal investments for trust funds as now or hereafter defined by law, whether by statutory enactment, judicial decision, or otherwise; (c) To manage and operate all real estate at any time held in this trust; to sell and convey, or make agreements or options to sell such realty; to lease all of any part of the sa~e for such terms and.re~tals and upon such conditions as the trusteej sha!l deem advisable,notwithstanding the terms of such lease may extend beyond the life of any trust hereunder; to release, partitio , vacate, or abandon the same; to grant and acquire licenses and easements with respect thereto; to make improvements to or upon the same; to construct, demolish, alter, repair, insure, maintain, and rebuild buildings and other improvements; and to use other assets of the trust for any of such purposes; (d) To prosecute, defend, compro~ise, arbitratq, or otherwise adjust or settle claims in favor of or against the trustee or the trust estate; (e) To hold the trust in such manner that the principal and income therefrom shall not be subject to assignment, .alienation, pledge, attachment, or claims of creditors of my said grandsono FIFTH: I name, constitute and appoint my wife, NELLIE SHUTTLEWORTH, Executrix of this my Last Will and Testament, but the event my wife should predecease me, then I name, constitute appoint my daughter, ELEANOR ROOK, to be Executrix of this my Last Will and Testamento inJ an9 t IN WITNESS WHEREOF, I, the said THOMAS L. SHUTTLEWORTH, I have Jo this rnA' Last Will and Testament, set my hand and seal this!.· ~day of fJ..JJ.-..,~.~7 , 19 6 8 o - -.. -• ...-w._ ~~ • • • '! il ~ I! fl r I Signed, sealed,published and declared by THOMAS L. SHUTTLEWORTH, the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscrib d our names as attesting witnesses. I, THOMAS L. SHUTTLEWORTH, of Coal Center· Borough, Washington County, Pennsylvania, ·do make this, my Last Will and Testament, hereby revoking in full any and all Wills heretofore rna de by me : I direct my Executor, hereinafter named, to pay by debts and funeral expenses. SECOND: All the rest, residue and remainder of my property, whether real, personal or mixed, of whatsoever nature or description, and wheresoever situate, including any personal or real property that may be payable to me from my motherts estate, I give, devise and bequeath unto my wife, NELLIE SHUTTLEWORTH, but in the event my wife should predecease me, then I direct that my estate be distributed in accordance with paragraphs THIRD and FOURTH of this my Last Will and Testament. THIRD: In the event that my wife shall predecease me, or shall not survive me in a common accident, or shall die within six months after my death, I give, devise and bequeath all of my property, whether real, personal or mixed, and of whatsoever natur or description, and wheresoever situate, including any personal or real property that may be payable to me from my rnotherts estate as follows: to my daughter, ELEANOR ROOK, one-half thereof to be hers solely and absolutely; to the WESTERN PENNSYLVANIA ~ATIONAL BANK, in trust however, an undivided one-half thereof, for the following uses and purposes: 1. To pay or use the net income therefrom, after paying any expense~properly chargeable to income in the administration of the trust, for the benefit of my grandson, HARRY ROOK, provided however, that the trustee may retain any ~et income which, in its opinion, is not required for the proper welfare, maintenance, support or education of the said Harry Rook. 2. In the event that the payments of income hereinabove authorized to be paid to my grandson shall, in the sol discretion of the trustee, be insufficient to provide fo~ the welfare, maintenance, support or education of my said grandson in the style to which he has become accustomed, it may use from time to time so much of the principal to which the said grandson shall be entitled as may be, in the opinion of the trustee, advisable for the 'said purposes. 3. To pay the principal and accrued and undistributed income to my said grandson, Harry Rook, when he has attained the age of twenty-one years, to be his solely and absolutely, provided however, that in the event the said Harry Rook dies before he attains the age of twenty-one years, then the said preincipal and accrued and undistributed income shall be paid to the legal heirs of the said Harry Rook. I I f ) t 1 '!:I r.o 3--&. er-e 7 l\ffi~autt ®f 1.Exrrutnr ®r i\~mtutatratnr ~tate nf Jruu.agluattta { <lrnuutg nf l!la.a4iugtnu } .an: Personally before me, the undersigned authority, a ~~in and for said County and State, appeared ---------------~~];.-~-~-~--§1-?-::-.!:~~~~.<?E~h .................................... who, being duly sworn according to law, deposes and says that she is the executor or administrator of the es- tate of ..... Th.9.ffi9.R .. J..! ... ~h:J.J.tt~~W.9.r.th ........... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ThQmas.. .. L .•. J~h1J..ttl~w.9.r.}h, 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 determ~ned and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor ~ Sworn and subscribed before me this ..... ./..£ 4..} / " ;J J ( d Of ~/' ~9 6 7.U.V.~ ....................... ················ ....................... . ay · · · ........... _. .. ··~·7·· ··· ············ Executor · ¥- .P·KY·l· .. .... . ,.~r.y.. c ................................. . C:aliforn· , Washington Co., Pa. My commission Expires ADDITIONAL INSTRUCTIONS January 29, 1971 · 1. An inyentory must be filed within three months after appointment 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 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 ~uurutnry nub ~pprai.atmtut .of the goods and chattels, rights and credits which were of ... Thomas ... L •... Shuttle:wor.th ........................ .late of ........ C.alif.o.r.P..i~ ... :S}.+.Q.lJgP., ........................... . Washington County, Pa., taken and made in conformity with the above affidavit. DOLLARS CENTS PERSONALTY: Proceeds of distributive share from Jennie ~-Shuttleworth Estate. 6,241 36 REALTY: None. •ttd ··oQ tUH:'JN11HISVJA .. SllU~\ .:10 t31SJ:f)3H !Utit;\·J; :lt3S:S!Hi 60 E Ud 9 I A~U 69, I ~a J 11:~·· STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ SS: The within named Accountant being duly sworn according to law, deposes and says tho-:-the above account as stated is true and correct as ............... l?.h!L ................... verily believe. Sworn and subscribed before me this .... d .. e.d. .. PHYLliS l. SHROYER, N ry Public California, Washington o., Pa. My Commission Expires January 291 1971 Nellie Shuttleworth Warshington County, ss: I do certify that I have given legal notice ·to all persons concerned of the filing of the within account in the manner prescribed by Staturte and Rule of Court, as evidenced by proofs thereof filed to No ... h3~_h.Y:-:.8J.~------· Witness my hand and official •seal this __ J._{-!!!:_ _________ _ -- -------qfu·--------------------------l9 __ ,J __ _ "' .~~-..n...... ••••• ~-----···········---- Register of Wills '0 Cl) >< til " -.; ' I ...., a! !-i .... ! • ., ::I Cll ....., ~ 0 d >=I "-~' 0 ::I ai 0 d f~ I L Q) ~ A 0 ai E ,.<:1 0 D~ ....., "' ~ ~ .. :~ 0 ~ ~ ....., J\e 'Jb\ 't:l H '69 ocr Q) o:( .;. zz ....., :>, J ! Oi ::t:i AN >=I :Q) /J Q) r;:. s;:j H '09 rll i ~ ~i 0 Q) : .... ~: p:;: .... : 0 01 ~~ ri1 t--=~l o: p. :~ t ....., I~ E-< H ....-ii ;s:j RUe:-~ E:"L >=I ~ H roi ::I \ ! E-< ~: ..... v L , 0 :::>: ~=:: 1--=li REGIS T C \. , r,f Mil N 0 0 w. ::t:: •r-li <:) ri1 H ~ ~I C/Ji ~: E-<i WASH!Nc·i OF l¥1LLS >=I .... :::>! :8 ill ~ 'd! ::t:: ON CO .• PA. ....., ....., rll 'S! ~--=~! s::: C/Ji -~ 'bl, «~! 0 Q) ool ~l Q) !~ ....., ,.<:1 ~! +Ji ~: ~ ..... til! t--=~! 0 o-+ >=I oi Mi 1--=li 't:l -....!) 0 ::t:i ·r-li ~! >=I ,; z E-<: ~: z; ~ ri '<§> --. t <0 ~ 'v) ~ ~ ______ ,....~~. , ( , I ,. .. ....;,~ " ~-r- -· {;, 3-' ?-01 ""' ""\~ .-./ \ The Court is respectfully requested to detrermine pmpec d;stdbut;oo ;n .th;, ·u·· ~ Counsel for Accountant/ The First and Final Account of NELLIE SHUTTLEWORTH, Executrix of the Estate of THOMAS L. SHUTTLEWORTH, late of Coal Center Borough, Washington County, Pennsylvania. ***************************************************************** TO AMOUNT OF INVENTORY AND APPRAISEMENT FILED $6,241.36 TO CREDITS CLAIMED BY ACCOUNTANT 5,942.01 BALANCE FOR DISTRIBUTION-------$ 299.35 The Accountant claims the following credits: 1969 Jan. 16 Russell Marino, Register Feb. 7 Washington Co. Reports May 5 Observer Publ. Co. May 5 Harry Shuttleworth: May 13 Nellie Shuttleworth May 16 Russell Marino, Register May 28 Nellie Shuttleworth Oct. 18 Russell Marino, Register Oct. 18 Patrono, Ceisler & Edwards Grant of Letters $ 17.00 Adv. Grant of Letters 14i00 Adv. Grant of Letters 14.00 Money Advanced For 1,181.50 Funeral Expenses of Thomas L. Shuttleworth Advance Distribution 4,000.00 Filing Inventory 3.00 Advance Distribution 376.51 Filing this Account 16.00 Attorneys Fees 320.00 $5,942.01 Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May, 1929, P. L. 1784, as amended. Commonwealth of Pennsylvania, County of Washington, ss.: ........... . Personally appear·ed before mte, a Notary Public in and for said County and State, ....... Ri.c_h~.r..d .... S .•..... C.Q~-:'!.~.P. ................ , who being duly &worn according to law, deposes and says that he is the ··---~-~-~-r-~.t~.!.Y. ........... . of the Observer Publishing Company, a Bennsylvania corporation, and its agent in this behalf; that the said Company is: the owner and publisher of the Observer-Reporter, succ1essor to The Washington Observer, established Septembe•r 18, 1871, and The Washington Reporter, established Au:gust 15, 1808, a daily news•paper oCgeneral 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 published continuous-ly for more than six months• prior to the publication of the notice · hereto attached; that the printed notice or advertisement hereto attached is a ·copy of an official advertisement, official notice, legal notice or legal advertisement, exactly as printed or published in the Observer-Reporter in its regular editions on the following date or dates; ................................. E.e.br.uar.y. .... 11..,.1.8 .... and .... 25 . ., .. ___ 196.9. ..................... . that neither th!e affiant nor the Observer Publishing Company is intereSited in the subject matter of s:aid notice or advertising and that all of the aUega- tions• of this affidavit as to the time, place and character of yublication are true. ···-------------------------------~--(.:/?.:t.Vt..t!J__,_6_,;,,_(,._~:,ct_.Lk'" Sworn to and w. 28752 subscribed before me this .. 2.,? .... day oL.f.~-~~-tl-~_r:_y_ ----~~~q~~-?{(·:~~l1~-- ' "~iA~r;,'.,;,;,'.., ~ ··,;..,;sliiNGllH1 COU(HY MY COMMISSION EXPIRES MAY 6, 1972 \ 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 W ASHINCTON} STATE OF PENNSYLVANIA SS. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, publis'hed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in this behalf; that the said WASHINGTON COVNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ......... Eebrua.r.y ... .l3 . ., ... 20 . ., .... 2'f . ., .... l.96Q ..... that the affia_nt or the corporation in behalf of which he is acting is not interested in the subject mal)ter of said notice or advertising and that all of the allegations of this affidavit:~~ time, place and c~ter of the publication are true. t#:fo)[/a .~ .... : .... ~! .. !' ... · ......... . ..... :.:-. ~-----~~~~~~ Sworn to an<VS\ibscribed before me this ~-.. 27-th_, ..... .day of ........... Eebxu:a..r:y ......... , l~b .. 'l} .. .. --;{....; ..L. • '7 ........ /.~~-~~~-6.. .... :."7 ...••• d!(_ ;j. otary Public KATHERINE C. YARD, Nota Public WashintJton, Washington Co., Pa. My Cammlssion Expirea November 1, 1969 • Estate Notices The Register of Wills has gra~ted letters, testamentary or of administration, in the following estates. Notice is hereb,y given to all persons indebted thereto t~'l make payment without delay and to those hav- ing claims or demands to present t:hem for settlement to the Executors or Admin- istrators or their Attorneys . • • • • • • • • • • • • • • • • • SHUTTLEWORTH, THOMAS L. Dec'd. Late of Coal Center Borough, Wash-ington County, Penna. Executrix: Nellie Shuttleworth, Box 137, Coal Center, Pa. Attorneys: Patrono, Ceisler & Ed-wards, P. 0. Box 636, California, Pa. Jn tqr ~rpqnns' C!tnurt nf lllasqingtnn C!tnunty In the matter of the Audit of Account in Estate ofTHOMAS L. SHUTTLEWORTH, No. 63-6~-67 19 __ , A.A. Deceased TO THE AUDITING JUDGE: Enter my appearance for the accountant in the above :entitled matter. (\ 1\ ~L--~~~ 0 . t' u ' /lth day of December, N. B.-Counsel shall, by separate paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. ' 19___6ll_ / Nr 6; 3-6,9_---'6:....7.;__ ______ , 19 __ , A. A. In re Audit of Account in Est~te. of THOMAS L. SHUTTLEWROTH D'eceased, AUDIT . '~-, Jrttrtipr fnr • I 1\ppraranrr FOR tO 0 ...... (f) .... 0...,.1 0 ::-: _.J ~:,-.: w :~ ...--L·-~o I (0 _J,.,, ~ -ft;"j ..--t ~~ (f)-L~-0 ::::H.!J i.•i C::::l....t 0 0:: C·l <.0 Cf) - PATRONO, CEISLER & EDWARDS BY Attorney ......... 'restate Form J PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate oO'RQ.~_$ ___ ;r,._. ____ $_fi.liT.A:.~~W:QB.T.H. ....................... . No ... G.3~.6..~.":'.G_7 ______________________________________________ A. A. FiduciaryNE.LLJ.~ ___ SHJ!A:l'.L.E.WP.B.Ili.._ ................. . ~-~-~-Qll.t.'l;_;!.,~-'---------------------------------------------------------· Deceased Date of Date of Decedent's death .. liQ.YJ~.ffiR~X .. __ a,Q_, ___ _l_~ 6.8 _______________________ Grant of Leltters .. J~_n_lJ..;;,l,r_y __ .aQ _, ___ 19.6.9------------------------- This is the ... f...:i_:r..:;i.t ... ~.n.d .. fJ.n~.l-------------------------------------account filed in this estate If there f:ave bee'"! former accounts filed in this estate, list file number or number and term .... -------------------------------- ----------------------------------------------------------J':T.<?.~-~-------------------------·----------------------------------------------------------------·---------------------------· Election to take Date Election Place of; Under or Against will. (cross out one) Filed ----------------------------------Reco~d -~: __________________________ _ Tte Executrix, who is also the surviving spouse; elects to take under the W1ll. . Name of surviving spouse ... N.EL..LI.E.. . .s.HU.T.TL.EW.ORT.H. ....................................... : .................................................... . List issue, where material: NOT MATERIAL. Did decedent marry after execution of will? (indicate)~. No. Any children born after ex~cution of will? (indicate) . ~~ No. If answer yes, name them·------------------------------------------------,------------------------------------·----------------------------··---·-····--· --...... -.... --------...... -.... --......................................................................................................... -.. -.... -.............. ·-.... --........ -.. --....... -.. -~ .... --............ --........ -.. -................. ---.............. -...... -...... -.. --....... -----.. -.... -... -..... -. \ . Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris NELLIE SHUTTLEWORTH WIDOW ALL 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 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. bt<X If any exception give cause: ............................................. . File copy of Notice and date of mailing ........ N.u::v.e.mher ... 2J..,. ... l9.6.9 ...................................................................... .,.,,,,,,, .. ,,,,, ........ , .. ,., .. . Is estate subject to the filing of a Federal-Estate Tax Return? .... N.O ................................................ : .................... ~~---···· Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ...... NO.NE ............................................ . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant.. ................... . . . . . . . . .. . . .. . . . . . . .. . . . . . . .. . . . . . . .. . . .. . . . . . . .. . . . . . . . . . -~ Q 1' ... A.~.P. -~ ;J; .C.-A fl.~~--........................................................................................... . Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. NONE Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: NONE Balance for distribution per account, Itemize any additional debits not shown by account: $.29.9 .... 3.fi ....................• Total additional debits (Add) $ .......... Q.O ..... O.U ............. . Itemize any additional credits not shown by account: ,. ~ fL '( Total additional credits (Subtract) $ .......... 9.Q .•. Q9 ..............• } -~ I Balance for distribution $~-~-~-'-~.R ..................... . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); BALANCE IS IN CASH. I ~ . -.._., If Family Exemption claimed by Petition, give place of Record:N.QA' ___ {;.L.i\l..MEJL.B.Y .. P.E.T.IT.IO.N .......................... . If Family Exemption is claimed at audit, give name, relationship and basis for Claim:.F.amil.y.: .. .axe.mp.ti.o.n ... is. claimed by the Widow, Nellie Shuttleworth, who maintained the marital relationship with the decedent at the time of his death. The executrix has advanced this sum to herself prior to the audit. List any advancement or distribution on account that has been made, and nature and amount of same: $4, 37 6. 51. (Of this amount, $1,000.00 would be a distribution on account of the family exemption). Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections 1 to take in kind if balance is not in cosh: residuary shares being stated in proportions:Payment of inheritance tax and audit costs; balance, if any, to the widow, Nellie Shuttleworth. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly ..... S.W.Q.+.P.. ....••.••.•.•••••••••• doth depose and say that the facts set forth in the foregoing petition are true to the best of _____ })._~J;" _____________________ knowledge and belief. ------------------------------------------------to and subscribed before me this .. .l:~-~ay oL... . .............. 19 .. ~.f Signature of Officer:·--~ ----·-----.... Pi-!Yl.LI . SHROYER, Notary Pulill . Title of Officer ............... '!!IJ' _o ~-~~·--~~~~.I-~~!0E~ .. c1.~.:}~: ... ---------Y \>OinlniSSIOR .... "'" January 291 1971 Office ex pi res ................................................................. . And your petitioner will ever pray, etc. ~--~--------------·--··-·-·--·----- Nellie Shuttleworth, Exec~trix . ................................................ ~ ... ~ ..... ' ..... ~ ................ " ..................................... ~. I ! r;, 1 -;_ No. ..f?.;-1::.9.~~-9.1 ..................................... A.A. Estate of .. ~MQ:~-~---~-! .... ~~Y.T.J:.:.:J;..:f:;W.QB.T.H .•. 'I ····· ···· ····· ··· ... , ......... ·· · · · ...................... i>-~~-;;;;;~d .. . Fiduciary .. N.El-.Ll.E. ... Sl!JJ.TT.L.E:W.QRT.H., ....... . Executrix . PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effe~tive 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 ofv 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 r~al estate. 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. ~~-+-······· ·-··-----------------/ ••••• ~2 '· Sll!.'.\ .:!0 l:[HSI83~ ONIC!'V'~J Tl3SSf1U so:n t:·.t er o30E£5I 03-~11:J • I PATRONO, CEISLER AND EDWARDS Attorneys at Law 80 East Chestnut Street Washington, Pennsylvania 15301 N 0 T I C E In the Orphans' Court of Washington County, Pennsylvania Estate of THOMAS L, SHUTTLEWORTH, Deceased, No. of 19 NO, 63-69-67 TO: MRS, NELLIE SHUTTLEWORTH Box 137 Coal Center, Pennsylvania Please take notice that NELLIE SHUTTLEWORTH, E~ecutrix Of the Estate of THOMAS L. SHUTTLEWORTH deceased, filed A First and Final Account at the above Number, and that said Account will be called for audit in the Orphans' Court Room, Court House, Washington, Pennsylvania, on D~cember 11, 1969 at lO:OO A1i., and a decree of confirmation and distribution may be entered unless exceptions or objections are filed. You may be present if you so desire but your presence is not mandatory. PATRONO, CEISLER AND EDWARDS Attorneys for Dated: November 20, 1969 NOTE: The above Notice was mailed to the following on Novemter 21, 1969. MRS, NELLIE SHUTTLEWORTH Box 137 Coal Center, Pennsylvania n i_! t -- tO 0 ....... . . -- ,., _, . ·l i •. . . !...!.::: .. .... -:::--.. _ .. -c: -C"'; ;,-)~ ... U'\.. (..") ---· ;: =-;_; ~ } ' I '; . l .·. '. .) .. . . ;·. [ .. ,("'. ,. r , ' ~. t .• J ( rr •'•r -. •/ ,, '! (• ~ .. ,, ' ..... : 'I ,.l,... ~ '-, . ' . )- ' I• .. ~ lu t4t Qtnurt nf Qtnmutnu Jflrus nf llasf1iugtnu Qtnunty. Jruusyluauin. ®rpf1uus' Qtnurt ntnisinu ESTATE OF Thomas L. Shuttleworth d.eceased. No. 6.3-69.-67 In the matter of the First and Final Account of Nellie ShuttJ eworth Executrix ADJUDICATION AND DECREE And now December J 0 , 19__Q2_, this matter came on for hearing, audit and distribution a~t this session and testimony taken; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $ 299.35 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 distribu'tion hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account $222.35 j ,)~,....~:- k7" k--f--~-~ .A Balance I $ 299.35 I Deduct Clerk's Costs & Receipts.. 18.50 $280.85 Attorney Patrono, Ceisler and Edwards Redebit -Funds advanced on distribution 4376.51 Russell Marino, Agent, transfer inheritance tax, 219·44 9$4,657 .:;, ~~-~'- ;/76 ~;;:!t ~7.92 Nellie Shuttleworth, widow, residue, including Family /7h Exemption, credit to be taken by the accountant for ~~ ~ ~cf; funds in the amollilt of $4376.51 advanced prior to distribution b,y the Court, 4437·92 No balance I I I I I I I I J;1 0 § ~ -::::J z ~ i " -+ p ty ::r c (I) v-t• a 3 ~ eli a. 0 a ..... ..... nr +"'\ ... a 0 --· g. t:t (I) ·t = .. ~ & s ~ r- C\J ~ ~ .. ..., (") (/') 0 ,-f O...J :.:::~ ; I I =<2 ~~:..: +-_u_ -·CJ l'j ....1-· •'-'- ~f) i:~-'-' •• ~-- c (/) ... ::::> ••. ·-, .. C:::'.!-1 l....l c::: ........ ·----:' c C'1 e) en ...... ~ I Form No. RCC-62 (12-66) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 18, 1981, J EFFECTIVE JANUARY 1,1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) -~--­... OFFICE OF THE REGISTER OF WILLS County of ... ~~ !3?.i.~E?i~<?X: ............ . . . . . . . . . . . ~13JJ.i.~ .E?lJ.lJ.ttJ..exq:r:~lJ. .................. of .. tlox. D7., . Coal .. C.anter,. Penns.y.J.va:r;tia ....... . (Name) (Addreas) being duly __________ RWRJ:n ___________________ .according to law, deposes and says that he is the ------------~~~.Q!J.};.ri,~-----------------------------!Exec., Adm., Legatee, Etc.) of the estate of _____ ';D}_91!1.~-~--J! __ §.h~.t~J-~~g_:r_~_l;l ___________ whose last residence was _______ :S_o.x.D.7 __________________________________________ _ (No.) (Street) ___________ C.o.al __ C.ent.er ___________________ .deceased, and that the whole of the estate of said decedent, who died ----~5:?.Y~!fl1•0.!?.E?)X __ )_Q_l __ _l968 (Ciry, Borough or Township) ate consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN<l:ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AlllD RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value None. 1Jf3_ 1J l/1 J'' J 7'-.1-JI-L ~ LIJ. ~I ¥2~ .... ql_1__ 1 G ... -, " Personal Property Proceeds of distributive shRre from Jennie A Sh11t.t.l Ai,rort.h E~t.Rt.A 6 241.36 NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in which the account is registered. Jointly Held Property Estimated. Value !'; fV v'\.L --~. -. . ' . Transfers within TWO YEARS Prior to Death ~r;--c. ' That at the time of death there was no safe depcsit box registered ih decedent's individt:al 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 DEPOS:T BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT - BENEFICIARIES BENEFICIARIES AND ADDRESSES l RELATJONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have! illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) i are involved, set OR NO AT DEATH OF IN ESTATE ! forth this fact.) DECEDENT : 1\/f!k ~~~~JO~ ! ~~ 4,_,., -. ~ i 'I 0 : - - : I RESJDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED .E":' List first five items in the spaces so provided observe notations thereon and instructions •' ' ' DEBT OR CLAIM ' . NATURE OF SAME AMOUNT THIS COLUMN . . f.KEGISTER ONLY Funeral expenses paid $ $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees* Fiduciary commission * I OTHER DEBTS AND CLAIMS (*) See Note below Total Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission oi· debt is greater or less than the estimated amount claimed and allowed. . ·. . /trc.d Subscnbed and sworn to before me th1s ..................... . •"JA . /J /} • 0,1 ~ ··-tic ... '.~ .. ~ ................. . (Executor-Administrator) (Street Number) (City or Town and State) Having been d~ sworn according to law, I do hereby certify that the above appraisement is m~de in conformity with law on this .............. ~~.?.~.?/. ...... day of ...... ~de;;.· ....... ~"/")j? .... ".;./ty{. /' . Q ~;;£<-;.?' -/{,-£/../(. ..... c~~:;z-... .c.-.: ........ ~-< ...... < ••• '\ ••• Ap 1ser In the event that any future interest in this estate is transferred in possession or enjoyment to col ate · I 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 ·inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cour.ty, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greater or lesser amount represents be sum allowed as a deduction. Dated: ............................................ . Register of Wills l.v . .: ·~ ~·· / For111 No. RCC-62 (12-66) Will Administration }No. ·. ·· ....... Year .. · .. . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF THOHAS L. SHUTTLEWORTH ....................................... Deceased Late of . P.a).;~~crr~~~. ~~r:C?~~~ .......... . ~ """lt1 !!,'; ~ t.Q -. -.,: ~a~:J.ngt03 . .-., County of .. w. C') •• ~ ••••• ~ • • r · · · · · · · · · = ":''~ ~ '-C ...,..{.J. ~~ ~ 2 ·-t t "' -t !. ~ Commonwealth ~~ Pennsylv.ania s-""\. """" .. ;) ".. .........., 0 z 0 ·,· -o 'Ill -n ... -0 ..... - REPOJM'S\&J:> AP~AISAL • r-% -,:,r-o '?"(/} f"'.:-1 '• -· " . R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT NELLIE SHUTT~WORTH (Executor W~tm~J)· IN YOUR REPLY PLEA8E REP'IER TO 37-177-7 In Re: Estate of -------'T~H:!.:O~MA=S~L:.:.•-=-SHU=-T~T:::.::LE='W:.:O:::iR::.::T.::H~- _______ W~AS~-HI=ID~TO~N~---County -File No. 63-69-67 Dear Mrs. Shuttleworth: You are hereby notified that the original appraisement in the estate of Thomas L. Shuttlworth has been filed in the office of the Register of Wills qf Washington County on May 23 , 19..£9. Said appraisement reflects the following valuations: Real Estate __________ ~~~-=~------ Personal Property __ --~6~,~2~4~1~·~3_6 ______ _ Transfers ___________ ~------~----- Total __________ ~~6~,~24~1~.~3~6~---- 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 t~at 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 May 23, 1969 Title W.R. CHANEY, DA'l'E OF DEATH: November 30, 1968 Note: This is not a bill. J COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of SHUTTLEWORTH, THOMAS L. (Initial) DATE OF DEATH_ll_-_.30_-_6_S_FILE NO. 6.3-69-67 (Last Name) (First Name) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: ___ 0.::...5.._--=2,....3_-.:::...69"------ ll-30-68 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) $ 6,241 .36 $ $ ____________ ~--- 6,241 .36 TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 6.2L.l 36 annuities................... $-----~--- ESTATE TAX ASSESSMENTS $ ------l--- 6,241 36 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% Tax on $ --------~--(6%1,0- Tax on $ ----------+--'5< Tax on$ 10% Tax on$ 15% ~e~tioos * Total Estate ---------4--- TOTAL TAX $ _______ ~--- $ ________ ~--- $--------4--- $ _________ ~--- $ ___________ ~--- $--------~-- Less tax previously paid $=====~===- BALANCE $-----4-- Less 5% of tax if paid within 3 months after death $======::::::!=== Add interest at rate of 6% from ------to ----- AMOUNT OF ESTATE TAX ASSESSED $----~-- Estate tax paid $ _____ ---1-- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE DUE $ __________ __.i,_ __ _ Add interest at rate of 6% from ---------~10-----$ ---------+-- TOTAL TAX BALANCE $------I-- PAID $ ----~.~,___- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ~ No ..... . IN THE ... Year .......... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF THOMAS L. SHUTTLEWORTH Deceased Late of. . 99~ .. G:HN'I'J@.. County of WiSHING TON Commonwealth of Pennsylvania REPORT AND APPRAISAL ,. ~ {I ··,, -:i DEPARTMENT OF REVENUE · ~BUliEAU OF COUNTY COLLECTIO~S . HARRISBURG. PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ............ 1.-i~Y .... ?.J.:t ..... -!~~~?. .................. . COUNTY .................. ~~-~?.:i:?.e;~.~~ .............. .. •FIL 'No. 63-69-67 E ............................................................................... . Whereas, ................................. ~h!>.~~.~ .... ~.~ .... e.h~~.~~E!:~<?.~.~ ....................................... late of ................................................. ~~~ .... ?.~~.~:. ...................... . in the County of .................................... W.~.:;?.b..ipgt.9P ................................................................ Commonwealth of Pennsylvania, having died on the ..... . ................................. J.O .... th ............................. day of ................. No.Y.~:P.~r. ................................. 19.9.?. .... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ......................................... W~-~.! .... .9~~~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 Unit Description of Aaset Values Made for Inheritance Tax Purpoaea $ PERSONALTY: Proceeds of distributive share from the Jennie A. 0 huttleworth Estate 6,241 36 Total 6,24.~o 36 ............ WASJI.I.NG'l'O.N..................... county RESIDENT INHERITANCE TAX APPRAISEMENT Estate of THOMAS L. SHUTTLEWORTH Deceased. Late of -----·· COAL CENTER Date of Death, ............ N.9.Y..~IDQ~.:r. .. .JQ, _____ :J.,_99..~ ........... . Appraisemel!t Docket Vol., ................ 3..7 ............................. . Page, ......... .+..77.~7 ................. No ...... ?.?.:::.?.?.:.?.!.. ............. . Filed in Register's Office, ........ 1l'~~Y .... ~3. ........... 19 .... 9..9 Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, • Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, .... J I r Form RC C-10 DEDUCTIONS ALLOWED IN OFFICE OF THE REGISTER OF WILLS THE SUM OF ...••....... $'k~?.~f. C!!? OF WASHINGTON COUNTY STATEMENT OF DEBTS AND DEDUCTIONS ommRDv~J. AND AGENT OF THE CO~~ONWEALTH Register of Wills, Agent J4- ESTATE OF THOMAS L I SHUTTLEWORTH Coal Center Borough . LATE oFWashington County, :Pennsylvan1a DATE OF FILING APPRAISEMENT October 22, 1969 DATii OF DEATH November 30, 1968 DATI!: NO. OF VOUCH"III NAME OF PAYEE REMARKS AMOUNT L969 Jan lfl Russell Marino R.el!"ister 'Grant of Letters 17 00 ~eb. 7 Washin~ton County Reports Adv. Grant of Letters 14 00 Wa__y_ 5 Observer Publishin~ Co. Adv~ Grant of Letters 14 00 Money Advanced for Funeral \tiay 5 Harry Shuttleworth Exp. of Thomas L.Shuttleworthl 181 50 vra v 1::! Nellie Shuttleworth Advance D i s t rib u t ion vra v 16 Russess Marino Re~ister Filing Inventorv 3 00 vra v 28 Nellie Shuttleworth Advance Distribution .. >ct 18 Russell Marino, Register Filing this Account 16 00 )ct 18 Patrone Ceisler & Edwards Attorney's Fees 320. ·. 00 ' r r ____ _, ____ 4-----+-----------------------------~-----------------------------r------~---- COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON 1, NELLIE SHUTTLEWORTH HEREBY CERTIFY, THAT. TO THE BE•T OF MY I<NOWLI!:OGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF THOMAS L I SHUTTLEWORTH DECEASED. AS DEDUCTION$ FOR INHERITANCE TAX PURPOSES. LLIS L. SHROYER, Notary P California, Washington Co., Pa My Commission Expires January 29, 1971 RECEIVED TWO HUNDRED NlNITUN and 44/100 -----------• dollars NELLIE SHUTTLIWORTH, &XCR. representing Pennsylvania Inheritance or ,. ATTYS D&fb·ONO CBlS"~ 111ft •· I"""6 RDS Estate Tax due from the following estate: From:..:...!"' :.......:.._..:....__:::...:::....::...=....::....• _:r....::....·"~R~:.L-.:.==Idlt==--=-U'--==11:...;:=•·•==:....__--------------IIfil Address_S_O_BA_ST_C_HB_ST_NU_T_ST_RD_T_· ------i WASHINOTONt PENNSYLVANIA 15301 File No._6_3_ ... _6_9_•_6_? __ Dote of Death Date of Payment ___ J_a_n_ua_ry-=--_2_0--=--_1_9_7_0 __ ~ Name of Decedent THOMAS L. SHUTTLIWORTH County __ W._~_SH_I_N_G_T_O_N _______ ---; Remarks: .. J / ....... lJ 00 ~ [p [L ~ @ flffj: ~-, ~· E A L , J. ,.,. ' ·, . 3"-177-1 NOTE: This Triplicate Receipt Ia be_ rel~ined lor audot purpa\es. .":" 2% Tax on $ ________ $--------lr.ll 6% Tax on $ __ 3~,_6_5_7_._36 ___ .., ___ 2=1::...9~•:.....44;:_:_ __ .1111 15% Tax on $ _________ $----------111 % Tax on $ _________ $ ________ _ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dote of death Plus interest at the rate of __ %from--------- to ___________ _ TOTAL AMOUNT PAID $. ________ _ 219.44 $ ________ _ $ _______ _ R d b "..P·~.O • , . « ···. .. . eceive y --:-~-4~:::::=:::::::~~~~~:.::::::_:..:__::.:._::::.=::_ ____ _ NOTE: In accepting the transfer in.~eritoryc;.e tax on future e.states; prior to the death of the life!' tenant or tenant for years, as evide~ced by t)lis :C~ce~f; ;t'.is understoocj: that the Commonwealth shall\ not be precluded or prevented from ·hereafter osseWsing·· additional inheritance tax at the death of the~·-·_ ... -.c::..-+~=-----;::--:-ft---=---=.--=--=-----U life tenant or tenant for years whenever·. it appears that such additional tax may be legally due collectible for onyreoson whatsoever. '•. ·• '· . __ , '·''" • • • J