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Home My WebLink AboutOC1969-0090 - ESTATE OF BOOKER,.. -~ . ' :;- I ., ~'-.· • • . .-..J' .. C!tnmmnuwralt4 nf P't1111.5ylnauia. ~ llal14ittgtnn C!tnuuty. ~ 1111: KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 3rd. day of February A. D. 19 69 , before me, Russell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania, the last Will and Testament of Elizabeth Booker late of California in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Virginia Miller the Execfti:' in said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Virginia Miller committing unto Her the administration of all and singul.ar 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 Washington, within ninety days from the date hereof, and to render a just and true account of said administration at the expiration of six months from the date hereof, and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this 3rd. day of February in the y~ar of our Lord one thousand nine hundred and Sixty Nine . , ........ . Register . / j "' -.... ! -.J =E ::0 :!>' rn ;o U1 0 c :3: --' ::c -(fl :P' -.::: -(f) (,/) (·"! z -i rn r..> G) rn ' -i ~r;J ,..... ~·-'I 0 4 • .,.__.'- z 0 ....... "' ,, := ..... 0 ::::.""'" .:::;:: 0 ::.£ :;l.J ----t:" ; z -a r 0 l> (/} c::> en ~ ;... t<j +-t = ~ a II. ~ ~ 0 ~ +-t Ill .!!l:l N ~ .... 0 t Cot ~ 0 la (I) ~ Ill ,.q ~ ;... .p ~ Q) +-t .0 +-t as Cot ~ ~ •rl ftJ I • .. : .. • • W I L L ., I,Elizabeth Booker of the Borough of Cali.fornia,ltlashington County,Pennsylvania,being of sound mind,memory and understanding, do hereby make,publish and declare this to be my last will and testament,hereby revoking and making void all former wills by me at any time heretofore made. 1. I direct that all my just debts and funeral expenses be fully paid and satisfied as soon as can be done conveniently after my decease. 2. I give,devise and bequeath to my son,Thomas C.Booker,my house and lot,where I now reside,situate on the southerly side of Third Street in the Borough of California,Washington County,Penn- sylvania,and all contents,including household goods and furniture. 3. I give,devise.and bequeath all the rest,residue and remain- der of my estate,both·real and personal,wheresoever situate,in equal shares,to my son,Thomas C.Booker,and my daughter,Virginia ?4iller. 4. I do hereby name,constitute and appoint my two abovenamed children,Thomas C.Booker and Virginia Miller,to be Executor and Executrix of this my last will and test~~ent;and I direct that they serve without bond,each being hereby excused from filing bond. In Witness ~fuereof,I,Elizabeth Booker,the Testatrix abovenamed, have hereunto subscribed my name and affixed my seal on this~~ day of April,in the year of our Lord One thousanP. nine hundred and sixty (1960). ~a.2ctJ,_ 6 ~"(SEAL) Signed,sealed,published and declared by the.abovenamed Elizabeth Booker as and for her last will and testament,in the presence of us,who have hereto subscribed our names at her re- quest as witnesses thereto in the presence of said Testatrix,and of each other. ~L;yd 2}J. ,~:iv d~ J 1\ffiilauit ®f ifxrrutnr ®r 1\bmiuintratnr ~tate of Jrnnayluauta { Q!ounty of llaa{Jtngton } aa: Personally before me, the undersigned authority, a ... N9J~~Y-.:P~!?.U~-----·---·--in and for said County and State, appeared .... YU~._QlmA.JYULL_E_R_ ___________________________________________ .. who, being duly sworn according to law, deposes and says that he is the executor or administrator of the es- tate of -~U-~_gg __ ~th .. B9_Qk~;r _________________________ deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of :g_UN_~b-~th .. B9.Qk~.r.. ...... , deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor Administrator. Sworn and subscribed before me this .... ~ . .?.. .. ~ ... }/ ~ .-~ ~ /h, '4 ,1 __ J d f March 19 71 . ·············~ .... ~#. ...... //4.U~ ............. . MARl~ ··.···.-·NEiC·~na'~ii... ~-·············· ---Vir~ifiiaENifli~~-~ ·cAIJ~oN·co:;'P~······························· g My Commission expires July 14, 1973 ADDITIONAL INSTRUCTIONS 1. An inventory 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 3Juurutory nub .Appratatmtnt of the goods and chattels, rights and credits which were of ·--~-~-~-~~~-~~-~----~?.?.~.~-~---······························.late of -~-~-~g~_:':'.~~~! ...................................................... . Washington County, Pa., taken and made in conformity with the above affidavit. PERSONALTY Balance as per first and final account of Western Pennsylvania National Bank, Guardian of the Estate of Elizab~th Booker an incompetent at No. 46 of 1967, filed to No. 93 of 1968 (1) Cash (2) 130 shares United Accumulative Fund (3) Prudential Insurance Co. 2 policies (4) Will of Elizabeth Booker (5) Howe Cemetery Assn. deed $55,984.96 $ 1. 00 $ 2.00 $ 1. 00 $ 1. 00 $55, 989. 96 REPORTED FOR INHERITANCE TAX PURPOSES ONLY: , United Accumulative Fund stock certificate #UAF 122765, 65 shares, dated September 25, 1967, Elizabeth Booker and Thomas Booker, Jr., as joint tenants with right of survivorship, and not as tenants in common, $587. 60, one-half taxable United Accumulative Fund stock certificate #UAF 148795, 65 shares, dated February 16, 1968, Elizabeth Booker and Thomas Booker, Jr., as joint tenants with right of survivorship, and not as tenants in common, $587. 60, one-half taxable 66-162-C DOLLARS CENTS 55,989,96 293., 80 293.80 I 587160 c{0-/~ (p3-t?-J~ Inventory and Appraisement IN THE EST ATE OF ELIZABETH BOOKER Filed 19 ........... . ... ,-t --..! J ~ ::J fi"J ;;.u (/) C) c: --. ~ -(.0 ::t.'-:J.e -(_f) ) ::r:J ........ .....: . -0 ' j 1 n-· ·> -! .. -'l ',.) ' -$ ...,.. .::. --.. ----J -~ -c._:; -r-...... u r-_._ ~ U> 0 r"'...J ...c- ~%'~~&~ HORMELL, TEMPEST, SIMMONS, BIGI & MELENYZER Attorneys at Law 423 Third Street California, Pa. 15419 ~-5 ~·e? sif ·"v·· -~' \"" ~· , STATE OF PENNSYLVANIA, . WASHINGTON COUNTY, ~ SS: The wi~hin named Accountant being duly sworn according to law, deposes and says that the above account as stated is true and correct as ....... ~~-~---·························· verily believe. Sworn and subscribed before me this .... J. .. t ..... , .. Washington County, ss: 0 0') ! I I 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 Statute and Rule of Court, as evidenced by proofs thereof filed to No ... tzff::..'lL:.U':J_ ........... LJL Witness my hand and official ·seal this.~--------------------·-doyof.~~~~]~?':. Register of Wills ....., ~ cd ...., 1=1 ::; 0 <:) <:) <!j ,_,· ' 0. .... l" ~ tiJ "l 'j O::t ...... z-0 ~ ii:~ ~ <u.. w ~0 ._J ~ :j a:· ) - p, ~ ,_, 0 N ...., ...., t .<i ~ s H I ()') :.u .. l ~ ~ ' (' v) 'VJ·-·-_1 0 ~ tO I ~, •• ci z -·-b ,g fJ:~,. ~ fi H Q) :> ...... r-1 0 ' ~ ~ (5 r Cb l ~ " ~ Q ... ,~· .. ~ f ...... 't P' j ·. "··~ ....... j " ~ • 1-.. .... "" 1 ~--... j f \ The Court is respectfully requested to de'fiermine inthis:s~~ Coun~el for Accountant OLIVER N. HORMELL ATTORNEY AT LAW 423 THIRD STREET CALIFORNIA, PENNA. 66-162-tl: ACCOUNT NO. 63 -69 -90 FIRST AND FINAL ACCOUNT \ : of VIRGINIA MILLER, EXECUTRIX of the Estate of ELIZABETH BOOKER, deceased, late of the Borough of California, Washington County, Pennsylvania. THE ACCOUNTANT IS CHARGED AS FOLLOWS: 1. Balance as per Inventory and Appraisement filed March 26, 1971 • • • • • • • • • • • • • $ 55,989.96 2. Proceeds of Prudential Insurance Company Policies (Nos. 40 212 225 & 65 183 361) 3. Interest on U.S. Treasury Note 4. Dividends -United Accumulative Fund Total Assets * * * * * * * * * * * * * * * * * * RECAPITULATION OF ACCOUNT Assets of the Estate $ 58,903.90 Credits of Estate 1,827.50 Balance of Estate 57,076.40 Balance consists of: U.S. Treasury Note 50,000.00 Savings,.Growth Account 7,002.86 Checking Account 73-54 Total 57,076.40 1,768.04 1,012.00 133-90 58,903.90 OLIVER N. HORMELL ATTORNEY AT LAW 423 THIRD STREET CALIFORNIA, PENNA, 1969 Jan. 11 Jan. 11 Feb. 17 Mar. 10 14 14 Apr. 15 July 1 July 1 1970 Feb. 4 1971 ACCOUNT NO. 63 -99 • 90 ESTATE OF ELIZABETH BOOKER ACCOUNTANT CLAIMS CREDIT FOR Russell Marino, Reg. of Wills Probate Will & 2 Short Certificates Guy Rogers, Deputy Reg. of Wills-services Filing Petition & Order to substitute parties at No. 434 of 1967, O.C. Washington Co. Bar Assoc. Advertising Estate Oliver N. Hormell, services rendered -account of Elizabeth Booker, an Incompetent Filing Final Acct. of E. Booker, Incompetent Washington Co. Bar Assn. Fee Acct. 93 of 1969 Brownsville Teegraph -Advertising Estate Caleffie & Greenlief Funeral Home -Funeral Jacqueline Hammond, Stenographer -Transcript of Petition for leave to intervene $ 12.50 15.00 3.00 14.00 100.00 28.00 10.00 9.00 1438.50 11.20 Mar. 26 Russell Marino, Reg. of Wills Mar. 30 Filing Inventory & Bal. on Letters Commonwealth of Penna., Services to decedent Adjustments to Account filed by Western Pennsylvania National Bank, Guardian of the Estate of Elizabeth Booker, an incompetent at No. 46 of 1967, filed to No. 93 of 1968: 18.00 163.30 (1) 2 Insurance Policies surrendered to 2.00 Prudential Insurance Co. for payment (2) Will of Elizabeth Booker presented for Probate January 11, 1969 1.00 (3) 130 shares United Accumulative Fund (Joint- ownership, right of survivorship} to the Estate of Co-owner, Thomas Booker, Jr. 1.00 (4) Howe Cemetery Deed -nG value 1.00 Total Credits 1,827.50 ' · W ~hington Countf 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) ~nd (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 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: ... -........ Mar:cb ... 13.,. ... 2D., ... 27.., ... 1.9.6.9 .......... . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of <h;, •lfi&v;< '~7 '"@' o!0k ;'" ·~~ _ . .., ................................................................. : .......... E:d'i1:~; Sworn to and .... 2.7.tvday oL ....... ~la.r.ch .................... , 196 ... 9 .. . :~:~::;~:~ Washington, Washington Co., Pa. My Commission Expires November 1, 1969 ,. ) Estate N& The Reg~£ 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 t:hem for settlement to the Executors or Admin- istrators or their Attorneys . • • • • • • • • • • • • • • • • • I;QOKER, ELIZABETH, Dec'd~ =l 1 1 Late of the Borough of California, Washington County, Penna. I Executrix: Virginia Miller, 212 Gar-, land Dr., Carlisle, Pa. 17013 Attorney: Oliver N. Hormell, 423! Third St., California, Pa. 15419 1 ------------------.) Proof of Publicati! ~f Notice in ·Brown!ille Telegraph State of Pennsylvania, County of Fayette Under Act No. 687, Approved May 18, 1929. Charles W. McKinley, Bus. Mgr • .................................................................................... of the BROWNSVILLE PUBLISHING CORPORATION, of the County and State aforesaid, being duly sworn, deposes and says that the BROWNSVILLE TELE- GRAPH, a newspaper of general circulation published at 16-18 Bridg·e Street, Brownsville, County and State aforesaid, was established January 27, 1915 since which date the BROWNSVILLE TELEGRAPH ·has been regularly issued in said County, and that the printed notice or publication attached hereto is ex- actly the same as was printed and published in the regular editions and issues of the said BROWNS- VILLE TELEGRAPH on the following dates, viz: .................................................................... ~l.ar.c.h ... l2,. ... 19.,. ... 26 ......................................................... A. D. 19 ... 6.9 ... . Affiant fur:her deposes that he is an officer duly authorized by the BROWNSVILLE PUBLISH- ING CORPORATION, a corporation, publisher of said BROvVNSVILLE TELEGRAPH a newspaper of general circulation, to verify the foregoing statefllent under oath, and affiant is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing state- ments as to time, place and character of publication are e. n. Oliver N. Horrrie'll .\ttorney o.t Law ·123 Tlllnl Street' ''ali!ornla, -Pennsylvania 1M19 (0 B~~~~:'1l1:.J~ S l b 'b 1 · · h' 31st worn to anc su sen e( tJetore me t 1s ............................... . day oL~:l!~:~p;w ......... M:----· -~ 19 ..... ;;~;-:iY rJ~ ........... I..';J~.,ARO'f.I.NS .IE .. CCW.!:\LT.Y ..... .P.A, M COMMIS~~tjYEf.!lJ:I!\!l'.i JAN. 23, 1971 Statement of Advertising Costs 9.~.!-~-~!.' .... ~.! .... ?.~~~-~~~-'----/~-~-~-~~-!.l:~.Y.. ... ~-~----~~~ .4.23 ... Tb.i.:r.d ... S..tr.e.~.t.:-: ... ~9.~ ... 9J.7 ...................... . ... Cali.f.o.r-nia., .... P.e.nnsylv.ania. ... l$419 ..... . TO BROWNSVILLE PUBLISHING CORPORATION, DR. For publishing the notice or publication at- tached hereto on the above stated dates $ ......... .9 ... 0.0 ... . Probating same .................................................... $ ....................... . Total ................................................................ $ .......... 9..!.9.9 ... . Publisher's Receipt for Advertising Costs THE BROWNSVILLE PUBLISHING CORPORATION, publisher of the BROWNSVILLE TELE- GRAPH, a newspaper of general circulation, hereby acknowledges receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. BROWNSVILLE PUBLISHING CORPORATION, a Corporation Publisher of Brownsville Telegraph, a Newspaper of General Circulation ...................... . By ....................................................................... . 1Jn t4r <@rp4ans' C!1nurt nf Jlllasqingtnn Q!nunty In the matter of the Audit of Account in Estate of __ E_L_I_Z_AB_E_T_H_B_O_O_K_E_R_,,:....__ ___ _ 63 69 90 No. ___ , --------• 19 __ , A.A. Gieceasea • TO THE AUDITING JUDGE: Enter 66-162-C my appearance for Virginia Miller, Executrix, of the above captioned estate. 17th day of May , 19 71 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. J No. 6~ -69 -90 , 19 __ , A.A. In re Audit of Account in Estate of ELIZABETH BOOKER, deceased AUDIT Jrartipr fnr i\ppraraurr FOR Virginia ~ller, Executrix c...o (.{) <t: c:;::) 0 _J a.... ~ _; .c-....... ~ ---0 ·• <...) .:::.. .. :..J_ z c... --,.:J C· " -1-:·) -:_, w .(~ L.J l-z ~ t i (~ <.,) (.f):c ..... -. :>-... :) 0 (f) c:::: ::::>w c:!: :;;::::: o:::c:::::;:: :--·- Oliver N. Hormell Attorney ~2 PETITION SUR AUDIT Testate Form / IN THE ORPHANS' COURT OF WASHINGTON COUNTY . Estate o~-------~-~~-~-~9-~:t!~--~~~-~~-~---····-························ 63 -69 -90 A A No ..... ---·-····-··-·-··-·-··-····-··-·············-···········-····-.. _____________________ } _________ ·---------····-··-·-··-·--·······-····-····-·······-·····-···· Fiduciary ....... Y.~;rg~-~~-~--~-~~~!.1.. ................... . -·-··---------····-·-·-·--·-··-·--·-·--·-····Ex..e.cutrix.. ............ . Deceased Date of Date of Decedent's death ......... D.~-~-~---~!t, ... J9.9~---···-·········-·-··-··-Grant. of Leltters ......... f.~!?.! ... JJ ... J9..9.9. ........................... . This is the .... J'.i..:r.§~ __ &t .. .FJn~J.. ....................................... account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ................................... . Election to take Date Election Place of; Under or Against will. (cross out one) Filed --·-·--·-········-····-··--·-····· Record ······-··-····-·······-······- Name of surviving spouse .................... ~~~~---·················--·-·--·-····-····-··-····-·································································· List issue, where material: Thomas C. Booker, son Virginia Miller, daughter Did decedent marry after execution of will? (indicate)~ No. Any children born after execution of will? (indicate) ~-No. If answer yes, name them ................................................................................................................................ . Legatees Relationship Thomas C. Booker son Virginia Miller ·daughter List, ifJ exceptions to above: Adeemed: Revoked: ...... J . ,- If partial intestoc:, give facts: Interest Fiduciary, if deceased or not sui juris specific bequest and residuary residuary Lapsed: Abated: . '':"' Pittsburgh National Bank, Guardian of Estate of Thomas Cecil Booker, Incompetent Give Couse: Notice to interested parties. Hove all parties, having either vested or contingent interests and all crediors entitled to notice (Court Ru~e No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of oudif? Yes. ~ If any exception give cause: ............................................. . File copy of Notice and date of mailing .............. l?.Y ... Q~.:r.~}:.Jl~9-... ~~l. ..... 9.D ... AP.r.i.l .. J.O., ... l.97.l .•..... ,.,,, .. ,,.,., .. ,.,,,,;···········--·········· 66-162-C ·•,.. -~ ....,. ... ~ . ,. .... ~ ~' ' ...# ........ ____ .' ·- Is estate subject to the filing of a Federal Estat.e Tax Return::> Que~tionable ........................................................................................................................................................... Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $---------~-9.!?-~---------------------------------~------- If the Will makes any portion of estate subject to a life-estate, give name and birth date <:>f 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. None *Arrangements are being made for the Pennsylvania Transfer Inheritance Tax to be paid by Pittsburgh National Bank, Guardian of Estate of Thomas c. Booker, and Incompetent, and the Attorney for the Estate of Elizabeth Booker in order that payment of those taxes will be in accordance with distribution. Gi~e-refer~nc~ t~ such parts of the will as require interpretation by the Court; a reference to all· questions re- qumng adjudJca'tJon, and a statement of any other facts deemed necessary for the prej)aration of the adjudication: Paragraph Second: "I give, devise and bequeath to my son, Thomas C. Booker, my house and lot, where I now reside, situate on the southerly side of Third Street in the Borough of California, Washington County, Pennsylvania, and all contents, including household goods and furniture". This property was sold on Nov. 20, 1967, as directed by Court Order at No. 46 of 1967, O.C. and the net proceeds of $17,274.26 (as per attached statement) are to be distributed to Pittsburgh National Bank as Guardian for the Estate of Thomas Cecil Booker, an Incompetent, as per Decree dated Jan. 3, 1968, signed by P.V.Marino, P.J. at No. 434 of 1967 o.c. Balance for distribution per account, Itemize any additional debits not shown by account: Conversion of Treasury Note $50,000.00 Cash received 50,000.00 Interest received Total additional debits (Add) Itemize any additional credits not shown by account: d.> V. Miller-Exp. behalf of Mrs.Booker ~ Filing account 359.12 . 3 59 .12 --·--········· $ ..................... . 196.18 16.00 " Washington County Bar Association Bank Service charge O.N. Hormell Atty. Fee Virginia Miller, Exec. Fee 10:~0 . 3 703 .9~ ' 2' 222.3 6 1~9 .)} ............ . , $ ...... .! ....... . Total additional credits (Subtract) Balance for distribution $ 57,076.40 ........................................ $ .... ?..~!.~.~~-~-~~---······· If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Cash: Savings Account Checking Account $ 7,361.98 43,924.21 51,286.19 '·\ -fY Estate of Elizabeth Booker Virginia Miller, Executrix No. 63-69-90 Re: Parts of the will as require interpretation by the Court; Real Estate Sold and Net Proceeds to be distributed to Thomas C. Booker: Consideration: Less: Federal Documentary Stamps $ 22.00 State Transfer Tax 200.00 Western Pennsylvania Bank -service fee Bank Appraisal Fee 1967 School Taxes National 1,200.00 50.00 Wood & Son Appraisal Fee C&C Realty, 1tppraisal Fee Western Pennsylvania National Bank -Reimburse for mainten- ance of lawn & rubbish disposal 1967 Washington County Tax Expenses preparing property for sale: William Killius Bonnie Maund Attorney's Fees 240.10 25.00 25.00 164.24 46.55 247.35 288.00 217.50 Net Proceeds from sale of Real Estate $ 20,000.00 2,725.74 $ 17,274.26 • \ 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: None I Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if Jalance is not in cosh: residuary shares being stated in proportions:_ Pittsburgh National Bank, Guardian "E:st:ate:.,o·f. Thomas .. ,c_.-. Booker, an Incompe_tent Specific_ Bequest (Net proceeds from sale of Virginia Milier cv~ COUNTY OF ~®J:QJ, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ........ $..~~~~------------------doth depose and say that the facts set forth in the foregoing petition are true to the best ofL ..... ~-~~-------------------knowledge and belief. __________ _!.~-~-~------------------------to and subscribed before Real Estate $ 17,274.26) and one-half (1/2) Residue One-half (1/2) Residue And your petitioner will ever pray, etc. I f -- . _ If'! . -_ 71 z-_ . ~ -~ ~~ me th1s ................ day of----------~-----------------19........ ~ "-~ · ~ -------· vjj'g1.i.Ua -~fll l.er·, ·-xe · ·tr• · --- Signature of Office(~·"''····················:........ Estate of Eli zabetb Booker T··tl f: Off" -~OGER . WIN, NOTARY PUBLIC ------------------------------------------------------------·----------------------------1 e 0 ICer .... '>AfiliSi.:E·BDROCJ'CH-·"u~· ... ~11t.i\i>i"'"Y•!-!•Hv----·~--···· - -· - -· --· , -llr••· ..• --· ·-..•.• • ~' . '\,; r;,~... ~11f1 ...... -.l.ooc...+• f..Jt., ·:= of\H~:.:U61., ~~.16 .:,"!Q"'~' •·:;. ~-~'1"'::-~ -~ -~y COMMISSION EXPIRES OG-T. 3, 1972 • · 1 Office expire_:; ... ,.............................................................. - ' • •a~ • '' .,.., ..... ,., ,. ••••• •• ., .,..,..,.,•--·,~ ·•~••., ,.,., • .,..~.,.,.,.,..,.,_ ••••••~•••••••••••••••••••••••••••••••••••••••••'!'•••••••••••••••~••••••••~••••••••••••••• . ~ ' .,_ No. __________ 63 ... ~ .. .69 ... ~ .. .90 ................... A.A. Estate of·------~-~J.?.A..~~%ij __ J~Q_Ql\~.R~---------- Deceased Deceased F"d · Vir"'inia Mill I UC Ia ry .............. o ............. --------.e.J.:'.,_ ----, ___ ... . Executrix 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. 3. 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- ta.t:e-i.s subject thereto. N. H~ctll Attorney " 'Vd ··o} tl0i')N\HA:3<ffA C'l'll*·\ '(i) \' "l I r-l'")=~H :; j t j ~, t~ ·:l ,.l ~ 1 ~ ~ ~~ r,:)\'d_·· · l"c1<&:SA~t V······.·· JL•<t-·IH9 ~0 ~ • . tt_jH I l t\ t·\t~ ~ !r {\\t~~ ·\ Lj i i I J..~. ·-•f -1 C ; • ~ J; ·~ i ~ ...,, \W• ,;o.it ~-ll ~.S t.'· I OLIVER N. HORMELL AITORNEY AT LAW 423 THIRD STREET, BOX 637, CALIFORNIA, PENNSYLVANIA 15419 Area Code 412 Phone 938-8970 938-2522 NOTICE OF FILING OF AN ACCOUNT (As required by the Rules of Practice of the Orphans 1 Court of Washington County, Pennsylvania). MR. CHARLESE. ENLOW Assistant Vi'ce President Pittsburgh National Bank Washington, Pennsylvania, 15301 In Re: Estate of Elizabeth Booker. Deceased April 30, 1971 Place of Audit: Third Floor, Court House, Washington, Pennsylvania Date of Audit: May 17, 1971 Time of Audit: 1:30 P.M., E. D. S. T. Dear Mr. Enlow: -. I am sending you this letter in order to comply with the rules of the Orphans' Court of Washington County, Pennsylvania. · The account on the above captioned estate has been filed in the Office of the Register of Wills of Washington County, Pennsylvania. On the above date and time, there will be presented to the Orphans' Court of Washington County, Pennsylvania, a petition to audit this account. An heir of the estate, as well as any creditor, is entitled to notice of the filing of this petition and audit, and, should you so desire, you may appear there at that time. You are not compelled to appear at the audit, but you may have some questions on this estate. If you have any questions, please do not hesitate to write or call me. I shall be happy to give you any information I can, and will do everything I possibly can to answer any questions you may have. ONH :ad File No.a6-162•C CERTIFIED MAIL 873837 RETURN RECEIPT REQUESTED. Very truly yours, ~7/ OLIVER N. HORMELL ATIORNEY AT LAW 423 THIRD STREET, BOX 637, CALIFORNIA, PENNSYLVANIA 15419 Area Code 412 Phone 938-8970 938-2522 NOTICE OF FILING OF AN ACCOUNT (As required by the Rules of Practice of the Orphans' Court of Washington County, Pennsylvania). MRS. VIRGINIA MIL'LER 212 Garland Drive Carlisle, Pennsylvania, 17013 April 29, 1971 In Re: Estate of Elizabeth Booker, Deceased Place of Audit: Third Floor,. Court House, Washington, Pennsylvania Date of Audit: May 17,1971 Time of Audit: 1:30 P.M., E.D.S.T. Dear Mrs. Miller: I am sending you this letter in order to comply with the rules of the Orphans' Court of Washington County, Pennsylvania. The account on the above captioned estate has been filed in the Office of the Register of Wills of Washington County, Pennsylvania. On the above date and time, there will be presented to the Orphans' Court of Washington County, Pennsylvania, a petition to audit this account. An heir of the estate, as well as any creditor, is entitled to notice of the filing of this petition and audit, and, should you so desire, you may appear there at that time. You are not compelled to appear at the audit, but you may have some questions on this estate. If you have any questions, please do not hesitate to write or call me. I shall be happy to give you any information I can, and will do everything I possibly can to answer any questions you may have. ONH:ad File No.66•162•C CERTIFIED MAIL "' 873839 RETURN RECEIPT REQUESTED. Very truly yours, ~9/ (/ OLIVER N. HORMELL ATTORNEY AT LAW 423 THIRD STREET, BOX 637, CALIFORNIA, PENNSYLVANIA 15419 Area Code 412 Phone 938-8970 938-2522 NOTICE OF FILING OF AN ACCOUNT (As required by the Rules of Practice of the Orphans' Court of Washington County, Pennsylvania). MR. THOMAS BOOKER c I o William J. Schilling, M. D. Torrance State Hospital Torrance, Pennsylvania, 15779 In Re: Estate of Elizabeth Booker, Deceased April 29, 1971 Place of Audit: Third Floor, Court House, Washington, Pennsylvania Date of Audit: May 17, 1971 Time of Audit: 1:30 P.M., E. D. S. T. Dear Mr. Booker: .. ' - I am sending you this letter in order to comply with the rules of the Orphans' Court of Washington County, Pennsylvania. The account on the above captioned estate has been filed in the Office of the Register of Wills of Washington County, Pennsylvania. On the above date and time, there will be presented to the Orphans' Court of Washington County, Pennsylvania, a petition to audit this account. An heir of the estate, as well as any creditor, is entitled to notice of the filing of this petition and audit, and, should youso desire, you may appear there at that time. You are not compelled to appear at the audit, but you may have some questions on this estate. If you have any questions, please do not hesitate to write or call me. I shall be happy to give you any information I can, and will do everything I possibly can to answer any questions you may have. ONH :ad File No. 66·162•C CERTIFIED MAIL • 873838 RETURN RECEIPT REQUESTED. Very truly yours, ~'if : -...I :-:: ;~ ::.c,. rn :::::0 (/) ::;, c.: --'-• ::c --{ ) (n (.' I j :.:: ·-..> ~, -~ C· ·' """:] -o ·~) .... 0 ,, r--C" -o r-0 CJ )> (J) -..J .•. ..::... ~n tqr Q!nurt nf arnmmnn Jlrn.a nf lln.alJingtnn arnunty. Jfrnnsylunnin. ®rplJttU!i' <trnurt ltiuisinu ESTATE OF Elizabeth Booker, deceased No .. _....:6~3,.L;-;;;.lo6,.(...9'-=-:..,iq:.l.o!o _______ _ lnthematterofthe First and Final Account of Virginia Miller Executrix ADJUDICATION AND DECREE And now May £{= 19_ll, this matter came on for hearing, audit and distribution at this session and testimony tOken;' and thereupon, upon due consideration thereof,.,the b.qlance for distribution in the hands of the Ac.countant. is deter~i~ed to be $ 2.1,2tlo.19 and the account is accordmgly confarmed; and at as ordered, adjudged and decreed that the said ·balance be paid out by the Accountant in accordance with the schedule cf distribution 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 _______________ _ Additional debit asked at audit Additional credit a~ked at audit Balance·--------------------- Deduct Cle·rk's Costs & ReceipCi------------- 359.12 $ 57,435.52 6149•33 $ 51,286.19 52.50 . $ 51,233.69 j Attorney __ ~O:....l.....,i.JI.v~e .... r~N ......... H~or~mlol.loie"'"J,_J....__ ________ _ Virgini~ Miller, Executrix, reaward for federal t~x contingencies. After the tax i~ fully set- tled and the accountants liability ceases, any balance of this reaward remaining shall follow the decree of di~tribution herein made as it relates to the distribution of the residue and the proportionates shares therein, and no fur- ther formal accounting to the Court shall be f~1J5~.50 ~ 7tl91/ ~~ CiiJz ~ .f!.n ne ce~eary, Pittsburgh N~tional Bank, Guardian of the es- tate of Thomas C, Booker, son, an incompetent, ba1a.nce dividends accrued for 1968 and 1969 on jointly held United Accumulative Pund, Ruseell Marino, Agent, tran~fer inheritance tax, $2913.92 Interest from 3/24/70 to 5/31/71 207.L}l Pittsburgh National Bank, Guardian of the estate of Thomas C, Booker, son, an incompetent, speci- fic bequest of House, lot and contents (net converted value thereof}, Pittsburgh National Bank, Guardian of the estate of Thomas c. Booker, son, an incompetent, 1/2 residue, Virginia Miller, daughter, 1/2 residue, 1 ooo.oo 133.90 .7.8~2,10 7852.10 $ 36,099.79 No balance l '· 3 0 >· ~ ..... s !1- w n z .n .... p I 14. 0 0 :r =· Ci c: CD a 3 ~ 0 0 0 .... ..... ..... :::1: ~ CD a ., 0 .... ..... b .... :r CD t = N ~ & !' ~ ~ ~ r ,.._ IJ") (.{) 4 0 .,,. ....J Cl.. -J a. ~ ...,. ____ .. c) .. ~ ("_;! ....... .... ~o:: t..:l • ('~"\ ,) :-:= t "' -(.) r· .. ~ '.-1 t.:. t t r c·. I'"'" :?: .~ ~ .... ) - •. .c;.;: ... : -:I: . ..... =--' (.;) V> .,. ~ t}J < ' ' c ~ .. 1.!·.~ .... ,_ "' \.-1' ... 7 Form "RCC-33 ~ . ' COMMONWEALTH OF PENNSVL VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS WASHINGTON RESIDENT DECEDENT COUNTY OF IMPORTANT: This return must be completed in detail and ~iled 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 Inheritance and Estate Tax Act of 1961.) ····· .... ~~~~=!3i~~g~i~;~::: .. ··--}:::.::OF ~~ ~ Late of ............. W..!?.:.$.ill:P,g1:.QP.: ................................................................................... County ~X ~ Pennsy 1 vania :.: .~-;~~~~~~~:: ·:~::::·.::·_:J" Gt: i. ~~:- .... Y.J.~g~P.:~9.: .... M..~.g_~E..... ...................................................................... . .............................. .. Executor of the estate of the above-named decedent being duly sworn, depose and say Decedent dJed ........... D.~.G..~.illP~ .. r. ... ~4 •. (Month) ........... , 19 .... .9 .. ?. ....... .,5 testate leaving a last will, copy of which is hereto attached. } (!lay) (Yo;ar) l intestate Oliver N. Hormell, Esquire Name and address of attorney or} other authorized representative to · whom all correspondence should be mailed. ... •··············· . ···················· ························· ~--·· ······························· ............................... . 423 'fhi~~I$t:r~~t •... ~~~~~()J:'I1i~ •. Y~I1I1~Y~Y~I1~~· 15419 ................................ .. That as such deponent is familiar with the affairs of said estate and the property con- ( Ex.,cutor·Adm inistrator) 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 NON~ That the contents of said safe deposit box or boxes are itemized under Schedules ______ o~ this return, with the exception of the following, for the reasons hereinafter set forth: That Sc.hedule A attached hereto and made part hereof sets forth full v and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets ~orth in the columns provided there~ore 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 companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case 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 evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereo~, oro~ 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 and all other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys payable to the estate from life insurance polici'es carried by decedent; all annuity 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. 66-162-C J In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the pusiness 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 transferee 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, ther~ is also attached to the schedule a cony of the deed, trust agreement or other <instrument creating the trust, Ther•~ is also set forth in said schedule a list of all property, real and 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 tmpaid at time of death; taxes accrued chargeable 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 ~egister of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ................................ . ................ ; ......... ~d.. .. ~ .......... day of ..... M.9.:.r.:G.h .. , ............................. 19 .. 7J .... .. """"""""""""''~"N~ot~········••••••••••••oo•••"""'"""""'" CALIFORNIA . .'.A~I:I' • .:1Jr: CO .. PA. My Commission exptres July 14, 1973 /Z~~~---.----- ..... 2 .. 1.2 ... G.a.rland .. Dr.Lv.:e .................................................... m ••• M~ .. (Street Number) Ca.rlisle., ..... P,ennsylv:ania .................................................. . (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, sec~rities 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''(Hi4) ... ~MMONWEAL TH OF PENNSYLVANIA DJ;PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent 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 Commonwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together with DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which ~he decedent took title; If a form state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, a'ssessments, accrued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted from this schedule. NONE Insert this total opposite 11real property", Schedule "A" in the X X X X X 11 As Reported" column on the last page of this return. RCC-35 .,.. COMMONWE~TH 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 administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and fUrnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . . stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate or 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 UNIT Item No. List and describe fUlly VALUE Cash 130 shares United Accumulative Fund -:/~ ~· 2 Prudential Insurance Company policies Will of Elizabeth Booker Howe Cemetery Assn. deed REPORTED FOR INHERITANCE TAX PURPOSE~ ONLY : United Accumulative Fund stock certificate #UAF 122765, 65 shares, dated Sep:ember 25, 1967, Elizabeth Booker and Thomas Booker, Jr. as joint tenants with right of survivorship, and n Dt as tenants in common, $587.60, one-half taxable United Accumulative Fund stock certificate #UAF 148795, 65 shares, dated February 16, 1968, Elizabeth Booker and Thomas Booker, Jr., as joint tenants with right of survivorship, and not as tenants in common, $587. 60, one-half taxa le Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. X X ESTIMATED DEPARTMENT VALUATION MARKEr VALUE (Do not write in this space) 55,984.96 ~7 §qr/.9& I 1. 00 ~:J J.OD ~J 2.00 ;)..DCJ 1. 00 ¥_J /00 1. 00 ~ (' 0 (j 293.80 %=:! J93,'16 Oif~~ 293. 80 /1v :2 9 J.?r? (587.60 ' .,., RC~-36 · CO\PifON'\'E,\LTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "C" TRA.NSFEllS ( 1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) no (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) _.::.;n:..:o:__ __ (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer ------- (b) State of decedent 1 s health at time of making the transfer. (Note 1), (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) --=-n=-=0~--- (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) no (b) What was the transferee's age at time of decedent's death? (5) Did decedent in his lifetime make any transfer without receiving a val_u_a_b_l_e-an-d-adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from thf.• 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) ___ n_o ___ _ (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others __________________________________________________________________________ __ (7) Did decedent in his 1 ifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) ___ n_o __ _ (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no)_--=.n:..:0~--- (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the 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 DESCRIPTION NONE Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) .. . v RCC-37 (12-6,3) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who Lave an interest, vested, contingent or other- wise, in estate) Virginia Miller 212 Garland Drive Carlisle, Pennsylvania Thomas C. Booker Torrance State Hospital Torrance, Pennsylvania ' ' SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If· step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact) OR NO BIRTH daughter yes t remainder of estate .. son yes specific bequest and ! remainder of estate Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE NONR Will Administration t No ............ . ... Year .................. . P.ll THE ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF .. -~ L.IZA:S.~Ttl .. 1?.001\:E R Deceased Late of California -·-······-··· ··-········ ............ ....... .. .. .... .... . ..... . County of Washington Commonwealth of Pennsylvania .... : -, ]).. :.----~· V) : _· i :-.: ~- REPORT AND. APPRAlSAL :-: {..,) - \. 1 f . { - (j - -..: ... ) 'l g :..: ; 0 -~ ~ . r-:._ u r-_. __ .l>-en o r-v -- .... j __ } OLIVER N. HORMELL, ESQUIRE 423 Third Street California, Pennsylvania 15419 (Executor-Administrator must complete "As Reported" column #1.) 0 :::0 ~ '"C ~ .., :co ~ (1) (1) 0 .., ll:> 0 !"d ::s "' "' 0 -"' ::s :0 "' I-':~ ...... ::s '"C ~ "-<! . (1) ll:> .., . .., -0 ll:> :CD "' X 'tj ll:> lf.l:o.. '"C (1) c::r <.>: .., .., ~ :::r-:1-+, 0 ~ CD :O 'tj (1) 1:%:1 0..: 1-i ... -"' ~ I-'• '< -ll:> . I-' ::s -: CD ::r' (1) -CD t:dl-1 I-'• -c-+ -$l) ::s () :CD :<-+ :!l) ~:><: to :~ :1-i :"0 :o :m en :co c: :m ~ ~ > ~ w en en -< (') (') ?"' ?"' ?"' g ~ ~ --- ~~~ ~ ~ ~ . . . :~:: :C)l :C)l > . . . .. "' .... ~C)l~ :co ~-:~ : Q:l: :Q:l : -J: :co (1) ..... :-....:~ : . . 'g-:~. m: :co '"1 II ~ .... M :0: :m (1) c.. -:~ ~~~~..,..~ ~: '~ > ~ ·~· :r. u . . . ~ ~-II .. ~ ·~· ~ ~1'-0 ..... _ •:"-) §. ~ :::::1 II I :0\ :a . ~ c.. Form RC C ·10 -• " ro J -er-r{);; STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN J ~ THE SUM OF ............ $ ~ .. l.~f .. " OFFICE OF THE REGISTER OF WILLS OF _W......,.,a=S'"'-'h=i~n.._g;a...::t~O=Jl~-COUNTY AND AGENT OF THE COMMONWEALTH r£:;;;~1·. Acct. No. 63-69-90 Register of Wills, Agut ESTATE OF ELIZABETH BOOKER LATE oF Borough of California, Wash. Co. , Pa. DATE OF FILING APPRAISEMENT March 26, 1971 OATS OF DEATH DeC • 24, 1968 DATE NO. OF NAMii: OF PAYEE REMARKS AMOUNT VOUCHIO" .1.'1 D~ Jan. 11 Russell Marino, Reg. of Wil ~~oS Pro. Will & Short Cert. 12 11 Guy Rogers, Depty Reg. Will~ Services 15 Feb. 17 Filing Petition & Order tp Substitute Parties 3 Mar. 10 Wash. Co. Bar Assn. Advertisin£ Estate 14. 14 Oliver N. Hormell, services rendered, Account of Elizabeth Booker, an Inc pmpetent 100 14 Filing Final Acct. of E. !Booker, Incompetent 28 Apr. 15 Wash. Co. Bar Assn. Fee-Acct. 93 of 1969 10 July 1 Brownsville Telegraph Advertising Estate 9 1 Caleffie & Greenlief Funera ~ Home -funeral 1438 1971 Mar. Ma.v 26 Russell Marino, Reg. Wills Fil. Inventory, Bal. Letter~ 18 30 Commonwealth of Pe:nna. Services to Decedent 163 13 O.N. Hormell -Reimburse fl l>r Filing Account 16 for Wash. Co. B A • t~ee ar ssocJ.a J.on 10 13 Virginia Miller Expen ~es in behalf of Mrs. Booker 196 .. ~3 Virginia Miller Executrix Fees 2222 Oliver N. Hormell Attorney's Fees 3703 ?95Q ~--;,~ ~.aA~ ·~ :J ...... v. 1 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Cv~o se: I, ________ VJI...L.j .L.:rgg.Li.LID..Lii:iA--l!MiU.•....Il....t.l.l:e~r:__ __ ~-~----HEREBY CERTIFY, THAT. TO THE SEaT OF PAY KNOWLEDGE AND BEC..IEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES Ol" ADMINISTRATION SUBMITTED TO THE ESTATE OF ---------------DECEAtiED, AS DEDUCTIONS FOR q~~~.S.) INHERITANCE TAX PURPOSES. SWORN AND SUBSCRIBED BEFORE ME THIS l'f~ DAY OP' 50 00 00 00 00 00 00 00 50 00 30 00 00 18 36 94 1?8 J'c_ ~~Miller, Executrix Estate of Elizabeth Booker, deceased. ~ 1e:l!_ v~ 6\. ceu.: ' • ,ER B. IRWIN. NOTARY PUBLIC CARdSLE BOROUGH, CUMBERLAND COUNTY MY COMMISSION EXPIRES OCT. 3, 1972 R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Virginia 1"1iller (Executor~ IN YOUR REPLY PLEA8E REP'IER TO 37-182-7 In Re: Estate of ____ ~E ...... l ... j""za ... b~e"'"t""',h..~...-..~B.t.~oo.t.~oo.u.k~e.-r ______ _ ______ __:.:vl.:::a.::.s!.!h.:::::ing~t:::.:o:!.::n~----County -File No. 63-69-90 Dear ~~s. Miller, You are hereby notified that the orjgjnal appraisement in the estate of Elizabeth Booker has been filed in the office of the Register of Wills of Washington County on April 13 , 19 71. Said appraisement reflects the following valuations: Real Estate ------------- Personal Property ___ 5~6~1~5~7~7~·~5~6~--- Transfers ________ ~~~~~---- Total ------..,.--5c6::..t'.L.5..L77w•~5~6 __ 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 ______ ~A~p~r~i=l~l~3~~~1~9~7=1 ______ _ Signed ~~~!L. Title ALFRED TOSI 1 APPRAISER I DATE OF DEATH: December 24, 1968 Note: This is not a bill. j RCC!-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY ~#--/ ;0\v Estate of Booker (Last Name) Elizabeth (First Name) DATE OF DEATH 12-24-68 FILE NO. 63=69-90 (lni tial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ___ W_a_s_h_ing-=_t_o_n ______ _ 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: April 13, 1971 --~~-~~-~-----n o /J. . ·' d rH.J.. , £21& n ~E TAX APPRAISEfil ~ REPORT OF THE REGISTER OF WILLS I, the undersigned duty 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 Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) $ $~----~--~~--6 6 TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 6 annuities................... $---------4--- ESTATE TAX ASSESSMENTS $ ------L..-- 6 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ -----------+---~ Taxon$ ~ $ ________ ~---- $ __________ ~--- Tax on$ 5% $------------4---- Tax on$ 10% $ ________ ~-- Tax on$ 15% $ ____________ -4---- VALUE AS REAPPRAISED $ ____________ ~--- ~~ptiMS * Total Estate-------------~---- TOTAL TAX $--------1..-- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=======!== BALANCE $----------+--- Less 5% of tax if paid within 3 months after death $========= Add interest at rate of 6% from ------to -------- AMOUNT OF ESTATE TAX ASSESSED $---------+--- Estate tax paid $ ________ ___. __ BALANCE DUE $ _____ .........L __ Add interest at rate of 6% from -------~'0----------$-------~~- TOTAL TAX BALANCE $ -----+--- PAID $ ---------l.....--- 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 ELIZABETH BOOKER ······· ·········· Deceased Late of. .. CALIFORNIA. ...... . County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ,IF Fonn RCC-2 • COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ............... Apr.il .... l3., ..... 197l. ........................ . ; DBPAR'l'}!ENT OF REVENUE B(JREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 77 72 7 COUNTY .......... W.9.§..h~.gt._QP.: ..................................... .. FILE NO. .. ..... QJ..:.~.9.::.9.9. ................................................... . Whereas, ........................................... J!;l.~.~~P..~.t..h .. J~9.9.~~r. ................................................. late of ........................ ~.~~g?..~~~.Cl: .................................................. . in the County of ........................................... W.a1?..b.ing,t.9.P. .......................................................... Commonwealth of Pennsylvania, having died on 24th December 6$ . the ................................................................................................ day of ............................................................................... 19 ............ , se1zed and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................. ALFRED ... TOSI .............................................................. , 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 Asset Values Made for Inheritance Tax Purpo1e1 $ PERSONAL: SEE COPY of schedule "B" attached to appraisement 56,577 56 total 56,577 56 - ·•' Having been duly swo.rn according to law, I do h~reby certify that the ~hove appraisement is made in con- formity with law on this ..................... f.,1...dd. ............. day of ...... :::·.·.·.·.·.::·.:·.:::::·.:::·.:~:::::~~::·.····.··.···.·.···.·.(3) .. ;; !~· .. ~ ~-·A~praiser ······································································································· ....................................................... .. Lu ~umbC!l' and Street) .................................................................................. .. .. ..... · ............................. , Penna. (Post tHee) . .. . ......... ... . .. . . .Wa., s.hi.:r.lKt.<>.I.l. ............................... . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ......................... :l!:l..i.~~P.E;lt.h ... ~.9.9..~~-:r .......................................... . Deceased. Late of ·························· ..... .G¥..if..9.r.P.:!J.:t ......................................................... . Date of Death, 12-24-68 Appraisemel!t Docket Vol., ............ 37 ................................. .. Page, ........ l..$.?~7.. ................... No. ...93..:::-.9..9~.99. ............... . Filed in Register's Office, .... ~:P~:i.:~ .... ~?. ......... J9...7.~. Amount of tax due, $ ................................................................... .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal j1'om Appraisement, Entered and charged, • \1 C t • C ~J ; . '~· ~-. ~ ~ I ~ I 3 'y· i.\ s-lJL~,, .; ·; ~,-, 1 s:~;:J 9.J G : ~ I ,_ ' • ' •••• \... ~ r-~j . i ~ i ...j t I'll 1 I -': •. 1 1 I ' ~ • , RCC:~46 (~74) CO~MONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ~· ..... RECOMMENDATION OF THE DEPARTMENT OF REVENUE TO COMPROMISE OR WRITE-OFF TAX CLAIM Tickler #148 Washington COUNTY Estate of Elizabeth Booker County File No. 37-182-7 Bur. File No.63-69-90 Date of death 12-24-68 Date of filing of Appraisement ~n~o~n~e~------------ Name and Address of Attorney 01i ver N .Hormel1 California. Penna. Name and Address of Personal Representative Virginia Miller Carl j sl e, Penna. Date on which current and active lien was last filed_---JU.U.~------------------- Action initiated by Harold A. Smith (NAME) Administrative Officer (TITLE) Real Estate ______________ _ Personal Property ____________ _ Traosfers ----------------Gross Estate _____________ _ Debts & Deductions ------------ Clear Value--------------- Tax Assessed-------------- Tax Paid---------------- Balance of Tax Due------------ Interest to Date-------------Total Amount Due ____ ..-__ o_-______ _ 4-26-77 (DATE) It is hereby recommended that the inheritance tax record in the above estate be adjusted as follows: _____ _ Waive filing of the United States Federal Estate Tax Return form 706 and Federal Closing Letter that this case be marked closed. A proper investigation has disclosed: Enforcem~nt under Directive 5 has been pursued for '- failure to file a copy of the Federal form 706 and Federal Estate Tax Closing letter. Since we donot have a copy of the F.F.L. to provide evidence to the Court that a Federal Return had in fact been filed we cannot pursue with a citation action in this case. It is therefore recommended that this case be ·marked closed. (ATTACH ADDITIONAL SHEET IF NECESSARY) I) •• ---~ --"' ________ :..,.::~:.:.::..: ..:..---··--.: Investigated by Harold A. Smith Administrative Officer 4-26-77 (NAME) /1 ?ITLE) Approval recommended by i l:ti/u£r/ i~·r;;:-~~ fV ,~ ~ (DATE) 4-26-77 Date ______ _ ~PR Z 2 \971 Signed FO • 1 ., ""-l (/') c:::( c.::> -' a.. l-_,..l .. 0::: -0 <: ~ 0 ::::;) ::c f-u.... z .a: r.:; 0 0 ... ., ' l-· :: ... ~ ·--0 \JJ () U:,\ t.d . "" :::> i-..,._ c~_; (;) -"J a:: -iJ.· -..... ~ -<:o rw? l Xw 4 -~ :c: a:.: ,3: .~ .;:,:::'1 It· :-... \,..-....-.. . .· ... · .. \ '~I 0 ·~ •