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Home My WebLink AboutOC1969-0197 - ESTATE OF KINGPETITION SU R AU DIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate FormJ Estate of ~g~.~~~.=~.~~.<?. Deceased No ?}:.~~:-:.~.~.?A. A. Fiduciary Lu~.Y-..Mae...King:+. Administratrix c.t.a........_--_-.._-__. ~~~~~~ Decedent's death ¥.'.~!?E~~.~Y.~.!~.~§.~Grant of Leltters ~.~!?E~.~~Y...~.~..'-..J~.~~. This is the f.J..:r§.t.9J!Q..r...t.n.~1 ,account filed in this estate If there have been former accounts filed in this estate,list file number or number and term ,. None------_._--__-______-___--_-___. Election to take Under or Against wilL (Crossout one)NONE Date Ele'ction .Place of; Filed Record . .. Name of surviving spo~se ~.C?..l?..~~.y:ty~.I}g §P.Q!J.9..~.!,c••••••••••.••••••••••••••••••••••••••••••• List issue,where material: None material. Did decedent marry after execution of will?(indicate)~K No.Any:children born after'execution of will?(indicate) 'X~~~.If answer yes,name them . --_--~"".."_-_..----- Leg,atees Lloyd L.King Relationship Interest Son 1/4th'residue Fiduciary,if deceased or not sui juris (bied May 14,1968) Olive L.Thomassy Mildred K.Mather Louise K.Stirling Pauline K.Cramer Children of Lloyd L.King: Lloyd L.King,Jr. John N.King Sister Daughter " " Grandson Grandson Specific bequest 1/4th residue 1/4th residue 1/4th residue 1/8th residue 1/8th residue Adeemed:Revoked:Lapsed:Abated:Give Cause: 14,1968,leaving two sons,Lloyd L.King,Jr.and John List,if exceptions to above: Lloyd L.King died May N.King. The items specifically bequeathed in Items 2.and 3 of the Will were delivered py d~ce~ent in pe;lifetime to the specific legatees and hence,were not aMx~~~~~x~X~~part of decedent's estate. 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.XO(OC If any exception give c:ause:.~g,..~~.9.~p.t;!..Q~.f?. File copy of Notice and date of mailing.....NQ.t.j,~.e....Qf...Au.di.t..mai.le.d..NmT..emheJ:..2Q.,...19.69..,....coP¥·..of...same..b.eing.. attached hereto. Is estate subject to the filing of a Federal Estate :ax Return?__~~.~..__.__ _:·.:.: . :i .i: Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $_J.~~A.~_9_Q .<.$J~_~_Q_!_Q.Q.._1~~_$....5.% discount of $96.00)on 5/8/69.$95.00 ($100 less 5%-$5.00)paid 3/12/69~ If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant..... None..- -____._----__.._---_.._-.--_--_.._--_.-_--------------_._-._----------..----.--._------__-----------------------------_.--..--------------------- Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None 1.. Give reference fo 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 1"'( ,.1) .~~ Balance for distribution per account, Itemizeciny additional debits not shown by account: 11/4/69 GMAC Note -interest 9/25/69 Ford Note -interest 12/26/69 U.S.Treasurer -interest..,..":- 809.00 184.00 142.90 $34 164.64-(. 1,135.90 $35,300.54 r229.00 5.68 $_---_..__._._----_.__ . --Total additional debits (Add) Itemize'any additionOl credits not shown by account: S.White's Sons -Imonument Pittsburgh National Bank -service charge Washington Co.Personal Prop.Dept.- (1964 through 1969)203.62 Lucy Mae King -Bal.Executrix commission 56.80 x~~ont4t«(nwjom~HKx~xtX $----.--..-. Sherman ~,y~el -Bal.atty's commission 5'6.80 551.90ILH~XfOK K $. BALANCE FOR DIST..34,748.64 If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value)', Balance in cash. ,.. ......~' -. If Family Exemption claimed by Petition,give place of Record:None claimedA_._.---.---.---.--.-.-...--.--....-... 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: July 9,1969 Lloyd L.King,Jr.Advancement of $250.00 Sept.24,1969-John N.King Advancement.of ~1900.00 Nov.4,1969 John N.King Advancement of$950.00 Suggested distribution of ~alance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance-is not ·in cosh:residuary shares being stated in proportions: After paymenb:-of balance of inheritance taxes,if any,and audit costs, remainder be awarded as follows: One-fourth to Mildred K.Mather,daughter,One-fourth to Louise K.Stirling, daughter,One-fourth to Pauline.K.Cramer,.daughter,and one-eighth to Lloyd L.King,Jr.,and one-eighth to John N.King,sons of Lloyd L.King, decep.sed.,.~: COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly S_wo.r.n..doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray,etc. to the best of.her knowledge and belief. --.-----._SW.QBN . .~__to and subscribed before me th;s 5.tlL.day.f !?~g.~.~,;Q9..~.~4~.~. Signature of Officer_.,.__~---~. -." Title of Officer-··----riA11GAnET·Tmr[S',-.!EiY--PubHc -..,.--. Off'.WASHINGTON.WASHINGTON CO.•PA. Ice.explres.-..My-eummiSSIOIf'EXpire.fFeJjfiiiir}iZ7:"iY7y-.........•• •~••'''!'~~~!,~,..~""!'~~~.!'~~!'""!Or·"-:-,!'···r!' No.._..~-~:-_?~::~.~.?_-_._-_AA. Estate of MQN7.'l\L KI.NG . Deceased Fiduciary J...tJ.CX'..J'1AE KING.,. Administratrix c.t.a. --_- ---_--..--_-_-___-_..-_--_. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:pa rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. SHERMAN H.SIEGEL,ESQUIRE Attorney ~2 .! 'Vd "00 NOlf.:NIHSVIt\ SlllM dO t!3.lSI~3}J ON 1B"H'{'ll3 SSntJ 6~E Ud t I N~r OL, ~{l31IA \' '.' '-.<.J l' .',~' " ~----~~._-~---.~--...., ,/ IIU!iqiugtuu .Qtnuuty~!iB: \\ I,...~.l:l.~.s.~~.~..~~~.~Il.().............Register for the Probate of Wills and granting Letters of Administration,in and for the County of Washingt01'l and Commonwealth of Pennsylvania: To ~~qe~~.~~l1~)$........ .. Administra tri¢all and singular,the goods and chattels,rights and credits ~~_which were of .JIl().n.~~..:L.·)~:iIlg . ............................................................................late of the said County, deceased,with a copy of deceased's will annexed,GREETINGS: Whereas,the said ......Monta L.•.:.:K.ing .. in JI~1'lifetime,made f·Her last Will and Testament in writing, which was duly proved on the :l.~.~:h,day of.:Febr..tl£l.r.Y......A.D.,I ~E3.~.....having,whilst ........'~}j~lived,and at tpe time of H.l>..decease,divers goods and chattels,rights and credits,with- in the said County,by ?11eans whereof the full disposition and power of granting letters of adminis- tration thereof,is manifestly known to belong to me;Therefore desiring that the goods and chattels, I rights and credits 'which were of the said deceased~X!II.kOCk.J{,:JJff~iN7J.mf!llmiWJttx.mlxmay be well and truly administered,converted and disposed of according to the tenor and effect of the said de- ceased's will and according to law,I do hereby grant unto you the said .. Lucy Mae King Administratrix C.T.A•.......................................1 . ........(in whose fidelity in this behalf I very much confide,)full power by the tenor of these presents,to administer the goods,chattels,rights and credits ~U x~iJrirD:.fTIk which were of the said deceased,within the said County,as also to ask,collect levy, recover and receive the credits whatsoever of the said deceased,which at the time ofli~~.....death were owing,or did in any way belong to .!I~r....and to pay the debts in which the said deceased stood obliged,so far forth as the said goods and chattels,rights and credits will extend,according to their rate and order of law;especially of well and truly administering the goods and chattels, rights and credits :;;rmrJi1:zM.r;gx1U'lJlliR:uJ.n~which were of the said deceased,according to the tenor and effect of said deceased's will,and according to law;and making a true and perfect inventory and conscionable appraisement thereof,and exhibiting the same into the Register's Of- fice,at Washington,on or before the..day of :..next,emuing,and also a true and just account,calculation,and reckoning of your administration,upon your sole111n . ...()~.t.l1....to render at the expiration of six months,or when legally thereunto re- quired;and I do by these presents ordain,constitute and depute you,the said .. ...............................Luc.y.Mae..King............ administratrix C.T.A.of all and singular the goods and chattels,rights and credits,~b.. x~Xf:.11!A;i.rnn$J{fI:.J:1:i:ru:ml which were of the said deceased,with a copy of said deceased's Will an- nexed,within the limits aforesaid;saving harmless and forever indemnifying me and all other of- ficers against all perso11S by reason of your adl1tinis tration aforesaid,and saving all others their rights,&c. ]u Wrntimnuy Ifqrunf.I have hereunto set 1ny hand and affixed the seal of said office at Washington,the ..J,~.tP..L .....day of .....:F.€lP.:r.~.a.r.y ...in the year of our Lord one thousand nine hundred and .S.lxt.y...Nine.......A " .................................................:..........~ Register. =c.-.... CQ~<..... ~0 ~ .-~0 ~i=.- -r-!E U ~~t'-=I ~cs: t4(/):..... ~as:C) ~~a~m........ G) -I ...,-. '"... "nI., LAST WILL AND TESTAMENT I,MONTA L.XnTG,of the City of Washington,Washington County, ;1 Jj !!Pennsylvania,being of sound mind,memory and understanding.do 'hereby make and ,:publish this my Last Will and Testament,hereby revoking all Wills by me at any :, ilg time heretofore made. ITEM 1.I direct-that my Execu.tor hereinafter named shall pay all ,Ii of my just debts and funeral expenses a8 soon as convenient after my decease.1i ITEM 2.I give and bequeath to my son,Lloyd L.Xing,my hand made Ii cherry bed,walnut dresser and walnut bedside stand. il ITEM 3.I give and bequeath to mys1ster,Olive L.Thomassy,my :!... it four ladder-back dining room chairs in the event that,she survives me.Should "she predecease me,then I give and bequeath these four chairs to my Bon,Lloyd L.Xing. ITEM 4.I give,devise and bequeath all the rest,residue and remain- der of my estate,real,personal and mixed,to my children,Mildred X.Mather, "Louise x.Stirling,Pauline x.Cramer and Lloyd L.xiD€,to each the one-fourth·,. "(1/4)thereof. ""Ii "LASTLY,I nomina tel'consti tute and appoint my son,Lloyd L.ling :1 Executor of thi s my La,st Will and Testament. IN WITNESS T1HEREOF,It MONTA L.JrING,the Testatrix,have unto this my Last Will and Testament,set my mnd and seal this the 16th day of Ju17, 1957. Signed,sealed,pub11 she d and declared by the above named MONTA L.lING,as and for her Last Will and Testament,in the presence 'of us t who have .hereunto subscribed our names ather request as witnesses thereto,in the presence .of the said Testatrix,and of each ......' i\ffi~auit (@f ··1fxrrutnr (@r i\bmittistratnr j;tatr of ,rttttO.YIUattia.~OD: <lLoUttty of Baol1ittgtott \ Personally before me,the undersigned authority,a No.tar~.P.ub.lic in and for said County and State,appeared ~~.9.¥.~~.~~~.~.~:who,being duly sworn according to law,deposes and says that s he is the eX(}C:K~X»r administrator ~the estate of MaNTA L 'KING . c •.a •.................................................~deceased,that the foregoIng schedules constItute a I ·d"f hId I f MaNTA L KINGcompeteInventoryanappraIsement0t e rea an persona estate 0 ~, 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~Administrator.c.t .a. _.."-Swor~c::.:~~b~~_~~~ed bttore~~:t~is:,..~~l:-:~:,..:-t ~~.~~:."\',7~&I ",' d.Of ..."..::n.::;;::;;:.=:.;;=..~\····!f.0.?t···~~Ad~~~t;;··c:"i:.a. r.~~;(G;;~·~T·"r~~:~"·~~~;~~~~""··..~~~~T~·~;;~·~..·INSTRUCTIONS I~l~:":A~~,in~e'nio;:y)J~1£be!'filedwithin three months after appointment of personal representative. ....;·..2~"ol'X:supplem~ntannvJin't6Wlmust 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.-r 1Juututnry nub "pprnistmtut of the ~oods and chattels,rights and credits which were of ~?~.:~~..:~.~.~.~late of ~.t!:¥.9..~~~~.~.~~.~.!:9..~.. Washington County,Pa.,taken and made in conformity with the above affidavit. J PERSONALTY: DOLLARS CENTS Check of Eastman Dillon,Union Securities &Co. dated Feb.6,1969 payable to Manta L.King U.S.Treasury Check #74124757 dated Feb.3,1969,payable to Mildred K.Mather for Monta L.King 9 shares Jones &Laughlin Steel Corporation common stock at 73 200 shares Kelsey-Hayes Wheel Co.common stock at 48.5625 100 shares Occidental Petroleum common stock at 48.9375 100 shares Safeway Stores,Inc.common stock at 27.75 200 shares W.T.Grant Co.common stock at 43.75 100 shares International Industries,Inc.common stock at 55.4375 2 shares George Washington,Hotel capital-stock at 12.50-'- 5393 09 36 00 657 00 9712 50 4893 75 2775 00 8750 00 5543 75 -25 00 Prudential Insurance Company of America #M54l6787 on life of decedent payable to Lloyd L.King,son who predeceased decedent 7ns no Total 38491 09 REALTY: NONE -' St 2 Md 21 UV~69. ·#0 311 :J '-......~. .'~.' ..~!.~,... ".' FIRST AND FINAL ACCOUNT of LUCY MAE KING,Administratrix c.t.a.of the Estate of Monta L.King,deceased,late of the City of Washington,Washington County,Pennsylvania. THE ACCOUNTANT CHARGES HERSELF AS FOLLOWS: Inventory and Apprais~ment: .,PERSONALTY $38,491.09 REALTY None 38,491.09 After discovered assets: 100 shares International Industries,Inc. at 55.4375 5,543.75 To loss on conversion of assets as per Schedule A (2,041.30) dividend May 13 Occidental Petroleum sold for (net) Safeway Stores Jones Laughlin Co. Sun Oil Co. W.T.Grant Co. Occidental Petroleum Safeway Stores 1%stock dividend I 40.83 187.53 $27'.50 6.08 56.25 70.00 .20 ·27.50" II II II .11 To income received: 1969 Feb.28 10 Mar.28 Apr.1 11 10 TOTAL DEBITS 42,221.90 TOTAL CREDITS BALANCE 8,057.26 $34,164.64 THE ACCOUNTANT CLAIMS CREDITS AS FOLLOWS: 1969 Mar.4 Observer Pub.Co.Advt.grant letters 14.00 I I I 5 Piatt Funeral HomeI I ,6 Mildred K.Mather I 17 R.R.Vanderbeek,M.D. I 26 Lucy Mae King May 19 Russell Marino,Reg. Lucy Mae King Aug.14 Arrow Insurance Agency Burial expense 1,507.42 Tel.tolls &expenses 24.35 Medical services 24.00 Tel.tolls &expenses 7.79 3 short certificates 3.00 alc Administratrix comm.700.00 Administratrix bond premo 260.00 I Sherman H.Siegel,Esq.Reimbursement for: 1969 Feb.13 Reg.of Wills Probate costs $25.50 Mar.12 ""II File inventory 3.00 Feb.13 Wash.Co.Reps.Advt.letters 14.00 25 Reg.of Wills 6 sht.certifs.·6.00 48.50 Aug.14 Margaret Bails '.' Notary fees 10.00 Lucy Mae King Bal.Administratrix Comma 1411.10 Sherman H.Siegel Register of Wills Counsel fees Filing this account Total 2111.10 17.00 $6];38.26 Mar.11 Russell Marino,Agent alc Inheritance tax ($100.00 less 5%)95.00 Apr.7 Russell Marino,Agent alc inheritance tax ($1920.00 less 5%),1824.00 1919.00 $8057.26 ,."~ IN RE: ESTATE OF NO. \\ MONTA L.KING, deceased . ) .CONVERSION OF ASSETS 9 shares Jones &Laughlin Steel Corp.appro at 657.00 9 shares sold Mar.6,1969 (net)586.59 9 shares sold May 23,1969 (as result of 2 for 1 split received Mar.12, 1969)274.l6a60.75 203.75 Net loss over appraised value 200 shares Kelsey-Hayes Wheel Co.appro at Sold Mar.6,1969 (Net) 100 shares Occidental Petroleum appro at Sold Mar.6,1969 (Net) 100 shares Safeway Stores,Inc.appro at Sold Mar.6,1969 (Net) 200 shares W.T.Grant Co.appr~at Sold Mar.6,1969 (Net) 2 shares George Washington Hotel Corp. appraised at 12.50 Sold for (Net) .100 shares Int.Industries Inc.,appro at Sold Mar.6,1969 (Net) 100 shares Int.Industries,Inc.appro at Sold May 13,1969 (Net) Prudential Ins.Company Policy #M54l6787 Appraised at Aug.29,1969 received 9712.50 ·9031.19 4893.75 4490.71 2775.00 2513.19 8750.00 855a.56 25.00 25.00 5543.75 ·4950.90 5543.75 .5375.46 705.00 .758.69 (681.31) (403.04) (261.81) (191.44) -0- (592.85) (168.29) ·53.69 (2041.30) SCHEDULE A r----------------------------.----------C'\,"C~--------- Observer·Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION ,:,' w.26752 In.compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,aJS am~mded. Commonwealth of Pennsylvania,County of Washington,55:.........•.. Pe,rsonally appear,ed before me,a Notary Public in and for said County and State,g.i..~.h.~.~9.~..~~~~.~.~,who being duly s,worn according to law,deposes and says that he is the ~~.~.~~.!.~.!'.y.. of the Obs1erver Publishing Company,a Pienns,ylvania corporation,and its agent in thIs behalf;that the said Company is'the owner and publisher of the Observer-Reporter,SUCCiessor to The Washington Observer,established September 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspap'er of general circulation,printed and published and havin'g its place of business at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and published continuousiy 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 Obs1erver-Rellorter in its regular editions on the following date or dates;_. .........................~.~.?~.~.~.!.y ..J.?..L ?~~~.?~.~.~.~?.~.!~:.?..?..~._'" that neither th<e affiant nor the Observer Publishing Company is intereswd in the subject matter of said notice or advertising and that all of the aHe,ga- ~~~n:,:;.!hi,affidavit ..to='t'~'.1il;:;;ll!=tion Sworn to and subscrie~;fore me thiS...~_.....day of..-M~Xf._~..).9..q9....n~!,~,~~.. WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6,1972 ,,ADMINISTRATRIX,·~ft\a.'NOTIck ESTATE OF Monta j).IG}{ipg,deceas~, eo late of City of Wasliitigtori~"Wash.ingtoIi County;'Penna.',.-c'.,"",l!,' Letters 61 Ad . .•l~~~~~,,~tlie;~a~t;: is he 'githeret.Ime": Ide'til present.me I 7.·;'~-. Lucy Mae King35ButtonwoodAvenue' lwashington,.penna. Administratrix,',c:t.a.Sherman H.Siegel ',-I',215 Washington Trust Bldg.f',Washington,Penna.Iii.Attorneyh '";',·:'i,,·,;,""69040·Mon.·3T t"'..-_·~~.<-~"'!~;~ ....'1. Washington County Reports 63 SOUTH MAIN STREET Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON) STATE OF PENNSYLVANIA (55. 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,publisbed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in fhis 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: ..._F.e.b.r.uaq:20.,....27..,.1.9.6.9 . ..........tvlar.ch.6..,19.6.9 . 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 ,hi,'ffidOYi''~"d '(t?m~~ ----''----....:/.-.-------f Editor Sworn to and ubscribed before me this _-----::..,..--------_.__.-~..__._..,.-- .......6-2Y.da.::Of.....]:l~:c.h ii ,196..9 .KAT-~~~~;;;'p~;#~~ Washington,Washington Co"Pa.e tar : My Commission ExpIres November 1,1969 Estate Notices The Register of Wills has granted letters, testamentary or ofadministraticln,in the following estates.Notice is her~by given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present ~hem for settlement to the Executors or Admin- istrators or their Attorneys. • • • • • • ••• • • • • • • • • KING,MONTA L.,Dec'd. ~ate of City of Washington,Wash-mgton County,Penna. A<:iministratrix C.T.A.:Lucy Mae IKmg,35 Buttonwood Ave"Washing-ton,Penna..I Attor!1ey:Sherman H.Siegel.215: Washmgton Trust Bldg..wash.ington'j·Pa. ------------------------------------------ STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,depose and say that the above account as stated is true and correC'tas ~h.E?_.._verily believe, Sworn and subscribed before me this.....lq~.. day of ---b~.gp._$_t __. _..19.._.9.~. ~~a~··::···~······· WA5H1N~'!"'Ol':;~:?""ln"'l(C r-.......:~Q..PA. '''y Commission Expires february 27,1971 Walshington County,ss: ..~~~. I do certify that I have given leg'al notice to all persons concerned of the filing of the within account in the manner prescribed by Sta'tute ~nd Rule of Court,as evidenced by proofs thereof filed to No..-b3.--:.b.~.-:3.1.2..._.... W;t 5 my hand a~d afHdal'eal th;s.....91..tf-l!.......... day of ~~=~:: Register of Wills ~ \!i "\ I i ~--Jit: 1~ ciZ .• f-:-I I 5~:-n~.....U;. '69 AUG /8 PH 3 t: J .,... ~' .. _~.l.~.,. The Court is respe,. proper distribution j 3Jn tQt (@rpQanst C1Inurt nf lIasQingtnn C1Inunty In the matter of the Audit of Account in j Estate of__M""","O.uN",-T~A,--Tul_--,K~T-"N....G~,----"d"",eE;;.>."c...e:;.,a~s,""e,,",d..o.--_1 TO THE AUDITING JUDGE: No.63-69",--~1......9",-7L...-'~X~X Enter my appearance for_---=A-"-C=c~o.<.U=n~t:::..!a~n:..>t"___ lOth day of.-=D--:e:....;c::...e=mb=c..::e=r=---,19~ 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. ',! en U)-~.::r 0-Jo...Z-J("V")--0'Y.:3::o:c::....-:r. ....~..t.L Za... .oL 0 0... ~-lc:r.-~ r·~......J WGW--W;-.z (/)-(/)-:;;;;r: (1)-::;c.=C>U)--J -:J ==>w<:(-c::::>a::'C:::;J::LL.r--.. .,. ""..~'." .'- No.63-69,-197 ,~XXX~XXi« In re Audit of Account in Estate of MONTA L.KING,deceased AUDIT Jrurripr far i\pprurump FOR Lucy Mae King,Administratrix c.t.a. SHERMAN H.SIEGEL,ESQUIRE Attorney ~9· SHERMAN H.SIEGEL ATTORNEY AT LAW WASHINGTON,PENNSYLVANIA WASHINGTON TRUST BUIL.DING IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA Mrs,.MildredK.Matner 76 1/2 Delevan St. To Lambertville,~ew Jersey IN RE: ESTATE OF MONTA..L.KING,dec·~ased ) ) ) ) 63-69-197 NO.~~XX~X~~ SHERMAN H.SIEGEL, Attorney for Accountant. NOTICE OF FILING ACCOUNT AND AUDIT PLEASE TAKE NOTICE that the Account of r,ucy Mae King,Administratrix c.t.a.of the above captioned Estate,has been filed in the Office of the Register of Wills of Washington County,Pa.,at the above Number,and that the same will be called for audit before the Orphans' Court at Washington,Pa.,at the Bession of said ·Court beginning Wednesday, Dec.10,1969,at 10:00 o'cloek A.M.,atwhichtime and place you may appear and be heard,if you so desire. Dated at Washington;Pa.• November 20,1969. P.s.Copy of First and Final ACCOUl'lt is enclosed herewith. Notice of Audit mailed November 20,1969: Mrs.Olive L.Thomassy Locust Wilson Apts.,Washington,Pa. Notice of Audit and Copy of First and Final Account mailed November 20,1969: \ Mrs.Mildred K.Mather Mrs.Louise K.Stirling Mrs.Pauline K.Cramer Mr.Lloyd L.King,Jr. Mr.John N.King en ifJ<!.~ 0-10-·z --1C"Y">;:::-c:>~:;:;:3:C>:;;::::i~;;c......" 0 _1 a::}-C"'n -J UJ (..!)Lu -~l-rJ I--Z ::2t:.(j)<J"):c I o::x::V)C;<.I)..--:l :::>lJJ < c:::::>a:::c.:::::;: LA-r--.. 76 1/2 Delevan St.,Lambertville,N.J. 169 East 69th St.,New York,N.Y. 146 Willard Ave.,'Pocatello,Idaho 226 Waynesburq Rd.,Washington,Pa. 3S Buttonwood Ave.,Washington,Pa. Itt t4t Qtnurt nf arnmmntt 'lru.a nf lfu.a4ittgtntt Qtnuttty, Jtttttsyittnttin,®rp4ntts'Qtnun ltiuisintt ESTATE OF No.__6,;....,3:<-:.....;;;6;...<.9_-=.19.<...;7L--.._ J Monta L.King, deceased. In the matter of the Firs t and Final Account of Lucy Mae King Administratrix eTA ADJUDICATION AND DECREE And now ,Tan l1A ry /12 ,19~,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the bal4~ce for distribution in the hands of the Accountant is determined to be' $3'j..J 7 .64 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _ Additional debit asked at audit Additional credit asked at auditBalance;_ Deduct Clerk's Costs &Receipts'--_ Attomey S==h.;:;.er=-om=an=..,;H:;.;:.:......S=i.;:;.e....g....e=.l _ Mildred K.Mather,daughter,1/4 residue, Louise K.Stirling,daughter,1/4 residue, Pauline K.Cramer,daughter,1/4 residue, 1135.90 551.90 46.50 8675.54 18675.541 8675.53 I $34,164.64 Lloyd L.King,Jr.,grandson,child of Lloyd L. King,a deceased son,1/2 of 1/4 residue,cred t to be taken by the accountant for funds in the amount of $250,00 advanced prior to distr.ibutifn I by the Court,.4337.77 JOhn N.King,grandson,child of Lloyd L.King, a deceased son,1/2 of 1/4 residue,credit to I be taken b¥the accountant for funds in the amount of $2850.00 advanced prior to distribu- tion by the Court,4337.76 No balance 0 »-::J z.... JJ >[n ....p8:rcCDtya3 $&7 ~.·0=0 0 ~t:Y .......CD......~0~........g.....b CD t ::: ~,.. ==t:Y S~~~~ hereby acknowledge c ..'-- :;EN RR: ESTATE OF MaNTA L. KING,DECEASED 'RECETPT AND NOW,this'q2!i::aay of July,1969,I,LLOYD L.KING,JR. to h.ave received from Lucy Mae King,Administra I trix c.t.a.of the Estate of Monta L.King,Deceased,the sum of Two Hundred Fifty ($250.00)Dollars as an advancement upon my distributive share of said estate. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA . .(ORPHANS'COURT DIVISION) IN RE: ESTATE OF NO. MONTA L.KING, deceased RECETPT AND NOW,this 24th day of September,1969,I, JOHN N.KING,hereby acknowledge to have received from Lucy Mae King,Administratrix c.t.a.of the Estate of Manta L.King, deceased,the su~of Nineteen hundred and no/IOO ($1900.00) dollars as an advancement upon my distributive share of said estate. .·U·#:-·~·-··(j JOHN N.'Kfrif IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. (ORPHANS'COURT DIVISION) IN RE: ESTATE OF NO. MONTA L.KING,' deceased ·RECETPT AND NOW,this 4th day of November,1969,I,JOHN N. KING,hereby acknowledge to have received from Lucy Mae King, Administratrix c.t.a.of the Estate of Monta L.King,deceased, the sum of Nine hundred fifty and no/IOO ($950.00)dollars as , an advancement upon my distributive share of said estate. ,""i •'~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. (ORPHANS'COURT DIVISION) IN RE: ESTATE OF NO .63 - 69-197 MONTA L.KING, Deceased PAY TRANSCRIPT The undersigned hereby acknowledge to have received of Lucy Mae King,Administratrix c.t.a.of the Estate of Monta L.King,deceased,payment in full,in accordance with Schedule 0 Distribution of the Court dated January 13,1970,as follows: Russell Marino,Clerk,costs Mildred K.Mather,daughter, 1/4th residue Louise K.Stirling,daughter, 1/4th residue Pauline K.Cramer,daughter, 1/4th residue 8675.54 ''See receipt attached Ml re K.Mather 8675.54 .see receipt attached Loulse K.Stlrllng 8675.53'See receipt attached Paullne K.Cramer Lloyd L.King,Jr.,grandson, 1/2 of 1/4 residue John N.King,grandson,1/2 of 1/4 residue 4337.77 4337.76 ~.....~..-.c..-.c,,,,,'~••.._-_.-...._._,--,-_._,-_.-,---iIJanuary1.i 19 70 I :I .Ad".·fIILucyMaeKlng,mlnlstratrlx I ,I f<eceW.ed /,,!c.t.a.II~'IIEightysixhundredseventyfiveand54/.,2)~1 I Ih full payment of distributive sharelOO , in Estate of M?nta L.King,deceased,filed at IIWI'.63 69 197 III IhPhdll;;p'COat t D1V.of IIWashingtonCounty,PE!nna I'\'J..'. \~ $8,675,54 'll-'-i/>'i., I LOUISE K STIRLING IiUAOEINU.S.A.•I .:.'-'~"""~~~~~~.-..:l_~_1I_1I_~_1_1I_1I_4_II_a_~.. r.__._._._._.._.__.__--.---.--.-..:.",-iiJanuary21,19 70 I I I '.11 r4 Lucy Mae Kin9,_7-\.dmitlistratrixl1f<eceUtea c.t.a.I f IIEi9htysixhundredseventyfiveandS3/l~~I I IirhfullpaymentofdistributiveshareloO·1IinEstateofMantaL.King,deceased,filed at I W"..3 .~197 i ..f)"l'h~~IiWashingtonCounty,penna=e:=t 1$867S.S3.I i PAULINE K.CRAM R IIMADEINu.s.A.~..•:......~~~~~..-.~~I_II_~_L1_~_d __1_~_II_II_'_L1"'•• ·'1-_.FF -,---•••----'-'--'-"-"-r i January /9 70 , i tI- I f<eceiIJ.eci "It}Lucy Mae King,Administratrix Ii..UIJ/'c.t.a., Eighty six hundred seventy'five and 54;~~1 _rIn full payment of distributive sharelQO IIinEstateofMontaL.King,deceased,filed at I I no.63 69 199 iII enphans eou.I2vlSl01i of IIWashingtonCounty,P..fi!!1!1t;?oJ,~./.'-M./.-I t$8,675.54 ~~,//~, I Mildred K.Mather IIMADEINu.s.A..~.:_'-'''-'~''-'~I~~o-.~•......._.•..._Ed _...... • ~~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. NO.63"':'69-197 IN RE: ESTATE OF MONTA L.KrNG, deceased PAY.'TRANSCRIPT l <::::'l .__.....U"1 .•.._....-"6 ~........ fl •'I ( .)~~~'\.. ~--./I· );;>..;;'==0V?oc: -r "-u>::('?(.') :.-:::t';~~~~_:r- -j ~.~.<.--C)........ :z:~'i'~~~: CJ "'~.....~....a ~~':':::0.:r::::~:;:-0 r-J .•• )......(/)0 e;:, :::::::r- =0 en -0::r 1..oJ -:~\'',t'..:~~.-r-'..~.'f~~_ r-rz.fC+.1 l'l$J," -.:.,.'-:i.-.;~~a;:l~~'...:-.,'.. ~,..,....<~~) ., .." r' 4. SHERMAN H.SIEGEL ATTORNEY AT LAW" WASHINGTON,PENNSYLVANIA WASHINGT\/,TBUILDINC i/'\ Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF J ." .W1\S.B..rNG~.oN . IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of _th~Inh~ritance~n!l.EstateTaxAct of 1991.)...I.~~~N.;~T7:~I:E ESTA~.E OF }=;;F (State full name of decedent) cit of Washin ton Washington ~~X ADMINISTRATRIX C.T.A.Late of .Y........g.......f.. .... .County State of ......~~J:1:J:1:.~X.~y.~.J:1:.~.~}ss: County of W(;lElh!.J:':lgtQJ:':l...... .......:I:..QGX MA.~:KJ.NG .. Administrator cta of the estate of the above-named decedent being duly sworn,deposes and say S Decedent dJed .......¥~l::>~~~~fy{j~;)'19(y~~.{~~~~~aVing a last will,copy of which is hereto attached.} Name and address of attorney or} other authorized representative to. whom all correspondence should be mailed. ~h~rll1~~Ii~§J~g~.~.,E.:Elq~~~E? 215 Washington Trust Bldg. Washington,Pennsylvania'15301"""""""""""""""'".. c.t.a. That as such .A!imi.n.i.s.t.r.at.r.ix,d'eponent is familiar with the affairs of said estate and the property con- (Exe~u tor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fullv and in'detail all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B 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 thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,-~silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortgae:es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance policles carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities own~d by the decedent at the time of death,with the market value thereof at such time. " In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the'.fair market value thereof,any other property owned or bequeathed by the decedent at the time of death.. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,Within .two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom tr,ansferred,the relationship of the transferees to the decedent,the proportionate share received'''by each transferee and ...all other facts of a pertinent nature regarding sa:td transflers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a cony bf the deed,trust agreement or other instrument c~eating the trust.TherR is.also set forth in said schedule a list of all property,real and personal,with its value,which passes'at decedent's death by virtue of the exercise by decedent,either ind"tvidually,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 crea.t.i.ng such power attached to the schedule. ',''i' That Schedule D attached heret;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,and the 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 Impaid at time of ~.death;taxes accrued charge.able for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this l.l.t..h . ,. ....day of March 19.._6.9_·········~~~··a:-·····_·-~..~....}..?~~.:t:.~2.~.~2g.9.!.\y..~.!.l::~.~~. ':--.(Street Number) Vo'~~.~.~.~.~.~.~?~..!...~.~.~.~~..~~.~.~.?..~. My Comm._joil [xpl;as Fcb.ua;y 21,1371 (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34.(I-64) COMMON'1'EALTH OF PENHSYLVANIA ~PARTMENTOF REVENUE BUREAUOF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" ~AL 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 liE".Property bid by thede.cedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. D VALUATIO CAUTION (Do not writ In this spac NONE ESTIMATED MARKET VALUE ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH NONE Insert thi s total opposi te ureal property",Schedule U A"in the X X X X X liAs Reported"column on the last page of this return. escr y an urn e ,s ,og o generol description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a. cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,acqued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. The real property located In the Commo(lwealth of Pennsylvania shauld be (1)(2)(3\/d Ibed b lot d block n b r street and treet number t ether wi th EPARTMENT N e e) I I I I J RCC:-35 • '•.COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE Ifn lf 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".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space)---- 1.Check of Eastman Dillon,Union Securities &Co.dated Feb.6,1969,payable to Manta L.King 2.U.S.Treasury Check #74124757 dated February 3,1969,payable to Mildred K. Mather for Monta L.King 3.9 shares Jones &Laughlin Steel Corp. common stock at 73 4.200 shares Kelsey-Hayes Wheel Co.common stock at 48.5625 5.100 shares Occidental Petroleum common stock at 48.9375 6;100 shares Safeway Stores,Inc.common stock at 27.75 7.200 shares W.T.Grant Co.common stock at 43.75 8.100 shares International Industries,Inc. common stock at 55.4375 9.2 shares George Washington Hotel capital stock at 12.50 10.Prudential Insurance Co.of America #M5416787 on life of decedent payable to Lloyd L.King,son who predeceased decedent Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 5393.09 36.00 657.00 9712.50 4893.75 2775.00 8750.00 5543.75 25.00 705.00 38491.09 $to ;,COMMON1\K\LTH OF PENNSYLVANIA Tlli\NSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRANSFERS (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)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent'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~o~__ (a)Was there any possibility that the property transferred might return to transferer or his estate or be sUbject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)--~~~Jo~----- (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others ----:-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)No (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which cOllld revert to decedent under terms of transfer or by operation of law?(Answer yes or no)No (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION NON E MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.NONE nc C'-~~~ I C'CW'\r)NWFALTH OF PENNSYLVANIA f'H\~SFFn INHElUTi\NCE TAX n.F.~InENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY gSTR{TTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to the decedent. Description of Property,Date of Acquisition,N-~me I unit fpercentagj----Estate DEPARTMENT VALUATION Address and Relationship of Co-Owners,and Place l Value I Share Valuation CAUTION-Do not Write of Record of Instrument,where Real Estate.1 In This Space.Illllllllllllllllllllllmlmlmllllmlmllllmll=:V~~of ~~of Entire Decedent's Property Interest NON E Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. I I I I NONE .( RCC-3~:(12:63) C'OMl\fONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Lloyd L.King Son No (Died May 14,1968) OlJ.ve L.Thomassy L,...""",f-TAT;1",,,,...7\,f-'" ~ Specific benup!=:tWashinqton,Pennsylvania Sister Yes 1V1J..larea K.Matner "7C ,,..,.....,._,.,.1- IV ...../...J.,I...........Vu,u ....y. 1/4Lambertville,N.J.Daughter Yes residue Louise .1\.::>l:J.r.lJ.ng ,e:;Q H'::lcd-e:;Q+-h ~t- New·York City,N.Y.Daughter Yes 1/4 residue .t'aU.lJ.ne K.cramer ,At::.••,~"__..::I "l\••~ ~TV . Pocatello,Idaho Daughter Yes 1/4 residue Children of Lloyd L.Kinq: Lloyd L.KJ.ng,Jr. '"'",..~.=I ~~U viray '='.._u. Washincrton.Penns.Grandson Ye!=:,/Q ~-~..::I ••~ JOhn N.KJ.ng ~I:;.-0".. Washincrton.Penna.Grandson Yes 1/8 ....C>C!;r'l"C> . - ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ."'-""~ (Executor-Administrator must complete "As Reported"column #1.) 0 o--j '"d ::0'"1 ....~~0 ~....e:.til ::s til til til 0 o--j '"'"::s '"d~e:.........~til 0>:"C~'"d ~0'"........ ~0 ~"C t'%1 (l).... til ........'<~....(l) 3S RUSSEtt MARfNO REGJSTER.Of W'iLlS \,/ASHU4GTOn c:o.•PA~ ESTATE OF OF THE (No.year·F··..··....... "JLE Dt P.'J THE ._'_ '69 MAR"~IATTER OF THE APPRAISEMENT'IZ .PH Z Will Administration MONTA L.KING Deceased Late of.CityofWashington... REPORT AND APPRAISAL Commonwealth of Pennsylvania County of Washington enc: ~~:> ................:c W tn en -< n n?'"?'"?'" cl ~>; z>:0 til:z ::0l:rj .g -;::: o~........(l)c..- "'0 1.0 -OO~~~ :w :00z;..o .~::s \0 (I)'...... 0: 1.0 --~ 1.0...... ~~ 'w' •00' SHERMAN H.SIEGEL,ESQ. 215 Washington Trust Bldg. Washington,Pennsylvania'~~-oo~~~:....~. . ,-~~.>.~,,~::r.II 4,. 0 \ .~...~.~-..('1:1-:.> .~..~.'"1~ .~.,2. ::::I Ql.~:('1:II ;. .~c.. "Q 37-185-9 ~-. RCC-Bl (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT LUCY MAE KING (~~Administrator)C.T.A. IN YOUR REPLY PLEASE REP'ER TO / In Re:Estate of --=M:;;.o:...;.N.:.;:T:.;,.A--=-L_._K:..:..I:..:..N_G:....-_ ____.--;.W;.:.;A;;;;;SH;,:.;I:;:.:NG~T-=-ON~County -File No.63-69-197 Dear Mrs.King: You are hereby notified that the original appraisement in the estate of Manta L.Kin£ has been filed in the office of the Register of Wills qf Washington County on .March 13 ,19-2.9.Said appraisement reflects·the following valuations: Real Estate _--'-_ Personal Property ~3~8~.~4~9~lw.~Q~9~-- Transfers -::-:=--:-=--:::-::-__ Total --3£.::8u.•.::r.4J.:91~.~O~9-- 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. Da te ---'Mar~'"""'-lcldh.!..-oll...,l3~,_1z!:.9~6"'-9z.._81 •.0d&/~e~ Title W.R.CHANI!.'Y,GHAPPRlZSER DATE OF DEATH:February 8,1969 Note:This is not a bill. "~C-!!9 (6~7) ·:Q.-J.MONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT KING,MONTA 1- FILE #63-69-197 February 8,1969 SUMMARY FILE #63-69-197 nEPOHT OF INHE.RITANCE TAX APPRAISER I.the undersigned duly appointed Inheritance Tax Appraiser in and for the County of #63 Washington ,Pennsylvania,do respectfully report that I have appraised the real and personal propert~·as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","c"and "E". Dated:03-13-69 02-08-69 INHERITANCE TAX ApPRAISER llF!'onT OF THE REGISTER OF WILLS I,the undersigned dul.y elected Register of Wills in and for ..... County,Pennsylvania,d STl'·':tfu:Ll.v report that I have allowed deductions in the amounts claimed b;y deponent,ext:'1 (as to those items where a greater or lesser amount is set forth in the last column to tne right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS VALUE AS REPO~rED VALUE AS APPRAISED VALUE AS REAPPRAISED $.$$_~!±91.09 38,491.09:. INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) rOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities . . . . . . . . ESTATE TAX ASSESSMENTS 38,491.09 ._ =====0=.-..- $~._.~.__.._.'- ~------ ======.-======:= COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on $•__f5~1a *_ Tax on $~.~T ax on ~../0 $ '...__.~)',-----Tax on $__________$ Exemptions?======:.('::) Total Estate __ TOTAL TAX $__--'-__ Less tax previously paid $~==~~====\___ BALANCE $_~_ Less f5%of tax if paid within 3 months after death $=====:= (:::)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. JALANCE OF INHERITANCE TAX DUE $-------- Add interest at rate of R%from to $__~_ AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $__~__ BALANCE DUE $~_ Add interest at rate of 6%from to *_ TOTAL TAX BALANCE $_~_ PAID $ FOR USE QF REGISTER QNLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Gegister of Wills,for proper reason,same should be noted below,with short explanation. Will t...No.Admlmstration IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF KONTA L.KING Deceased Late of .,..W.i\S.a.:rNG'l'9.:N County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ,- ," Fonn'RCC-2 .., .-'DE~RTMENTOF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 QO-.l\IMONWEALTH OF PENNSYLVANIA ~1 l~. RESIDENT INHERITANCE TAX APPRAISEMENT DATE ,..,..~,c..~~,..~2.i.\:,..~.?§.?. COUNTY ,...",...,.w:~~.~~,~.!?I.l:"".,,' FILE NO.,.""",,...??,=.§,?:~2?"''''''''',.'''''',....,...,'''''''' Whereas..,',..,.,..,"",."""."..J1.QP..~~..,l:!.!!,."~Ag",,"""late of "".v!~l5.~.~~~~".".""..,.. in the County of "",,".".."~~.~~.~~.~~!1"""..,.""..,.""Commonwealth of Pennsylvania,having died on the 8 th day of February 19 69 seized and possessed of an estate.........................................................................................................................................................................."..,."".., subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I....................................~~.~..~.....9..~~.1..............................................................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 Itheexpirationofanyestateforlifeorforyears,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAuetValuesMadeforInheritance Tax Purpoles $ PERSONALTY: 5,393.09 I Check of Eastman Dillon.Union Securitites &Co., U.S.Treasury Check dated Februan 3,1969 36.00 I 657.00 I9sharesJones&Laughlin Steel Corp.I Wheel 9,712.50 I200sharesKelsey-Hayes Coo I 100 shares Occidental Petroleum 4,893.75 100 shares Safeway Stores,Inc.2,775.00 200 shres W.T.Grant Co.8,750.0C 100 shares International Industries,Inc.5,543.75 2 shares George WashiMton Hotel 25.0C Prudential Insurance Co.of America 70S.0C 38,491.05 38,491 09 •. Total 38,491 09 fonn~v~~hbl:~::lih;,w~/~~~l~~:~;o~e~e;~t~~~2ej~~! AppraIser ~:r~~')....................................................... ..................................,Penna. RESIDENT INHERITANCE TAX APPRAISEMENT WASHINGTON County F~I LE'l)p ~..o!-'" P7 n frl~''")l)o~t1 t<Ji/1 !..;1 l~!;3~9 Estate of .1MONTA L ·.tJ:N.G.. D~ceased. Late of WASHINGTON................................................- -. Date of Death,¥.~.1?!~y.~.~J.::?~<t . Appraise/Hel!t Docket Vol.,37 . Page,~$.5.~9 No..(>,?::~.9.::~.9.7 . Filed in Register's Office,~.~.h .+.)J9 A9. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra-isement, Appeal f,.om Appraisement,. Entered and charged,. RUS &li~.Lb MAR IN O. HEGISItH OF WILLs:W~SHl.NGT.ON.CO.;PA~' '"", ..~/ ESTATE OF MONTA L.KING AND AGENT OF THE COMMONWEALTH Register of Wills,Agent DATE .3 DEDUCTIONS ALLOWED IN J THE ~-:~.?6-J $G7?~.raG·................................................................. L...TE OF City of Washington STATEMENT OF DEBTS AND DEDUCTIONS COUNTY • I OFFICE OF TME REGISTER OF WILLS OF WASHINGTON Form RC C·10 DATE OF FILING APPRAISEMENT DAT5 OF DEATH _....F...e...b=r..:::u~a::.:r~yz--.:::8-1.,~1~9::..6~9 _ DATE NO.OF NAME OF PAYEE REM"'RKSVOUCHEJIl AMOUNT 1 9 6 9 Mar.4 Observer Publishing Co.Advt.grant letters 14 00 c;IPi~i--i--Fnneral Home Burial expense 1507 42 fl Mildred K.Mather Telephone tolls &expenses 24 35 17 R.R.Vanderbeek M.D.Medical services 24 00 26 Lucv Mae Kinq Telephone tolls &expenses 7 79 M""'T , a 1:)11<::<::Q11 M~"';n()Reaister 3 short certificates 3 00-... ~, Lucv Mae Kina alc Administratrix carom.700 00 Ana 14 Arrow Insurance Agency Administratrix bond premiun 260 00 Sherman H.Siegel,Esq.Reimbursement for: 1969 FPh 1.1 Rpa;~i--er of Wills Probate costs $25.50 Mar.12 """Filing inventory 3.00 .,,;.1_,..,~.~.1.•.,.,~T'>~~~"~._....,,L1 nn ~~>J.~_'J .~-..,.J 25 REgister of Wills 6 sht•certificates 6.00 48 50.-~-~,n nn 1'1elL ~elLl::l.~r=....:L ...~~.... Lucy Mae King Bal.Administratrix carom.1411 10 Sherman H.S1.egel IL:OUnS~L .L~~l;:)~LLL LV Reqister of Wills Filing this account 17 00 'T'".....",,fll ~R ?fl ~ldr-(\1,JI-L 4b 5'el IAA ,f'IA..n.D .(/-03 6rA•..lI...,.~ ~....~A U~~~/1/t -,J"lA ~_1~;t-"V'z,..J Ct-() J~.bAA -':.1 (')AAI'I..V-b........b FII If"}q S'-6 N I1<.4 ~...I:(Oln ....A'..L~~'::1.. 1-.~AJvtA r L I ...~."'.-.laDA)')'7:~I "~V oJ ~ COMMONWEALTH OF PENNSYLVANIA }s.:COUNTY OF WASHINGTON I,Lucy Mae K1.ng HEREBY CERTIFY,THAT.TO THE BEaT OF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS FUNERAL EXPENSES "'ND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Manta L.King ,DECEASED.AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES._/.7 )Lf4 DAY Of'&~~.~(L.5.1 SWORN AND SUBSCRIBED !lEFORE ME THIS i""'>n -•111 69'-¥Vl n A h n A...Lt fLO)n ~£"--...\!~o,.".,".,-.,•,."••,L.S..()'~ry Public.:..-.,....\(":l""J .~, My ~mm '$S,12.".,;-:;,'c'mr~r,'27,1971 ""lII SUPPLEMENTAL [;3-tJ,'7-/Cf?JFormRCC·IO DEDUCTIONS ALLOWED IN -.r A 6 7-/6~--"7- .OFFICE OF TME STATEMENT OF DEBTS THE SUM OF ............$............ REGISTER OF WILLS AND DEDUCTIONSWASHINGTON DATE APPROVED ..........................OF COUNTY AND AGENT OF THE COMMONWEALTH I Register of Wills.Agut ESTATE OF MONTA L.KING LATE OF City Qf WashingtQn DATE OF FILING APPRAISEMENT DATS OF DEATH February 8 I 1969 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH",III 1 9 7 0 Jan.20 Russell MarinQ,Clerk CQsts 46 50 - I I I I I - COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF WASHINGTON I.LucY'Mae King MEREBY CERTIFY.THAT.TO THE BEar OF MY KNOWLEDGE AND BEL.IEF.THE FOREGOING ISA JUST AN~TRU E srKT~MENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF MQn a L.~ng DECEASED.AS DEDUCTIONi FOR INHERITANCE TAX PURPOSES.'~2?4vJ ~(1..6.1 SWORN AND SUBSCRIBED BEFORE ME THIS 20th DAY 01"-Januarv le~<::Yf\.fII A r;n 1.U--(j.-<""',i'l>71-) ~~~~:~N~~I::~I~:~~~c:.~b:~~ My Commission Expires february 27,1971' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NO.A03 3264 OFFICIAL RECE.IPT •PENNSYLVANIA INHERITANCE AND ESTATE TAX $--------·1111 $ $100.00 $ $ $ $100.00 $5.00 %lax on $_ Estate Tax,Act of May 7,1927 On Acct.6%Tax on $_ 2%Tax on $_ 15%Tax on $,_ TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to ----;-_ WASHINGTON,PENNSYLVANIA 1530 Name of Decedent __---=1I~fO:::..:N::..=..T~A~_=L:...=.---=K~I~N::..=..G~_______1 Date of Payment M_a_r_c_h_l_2----:...,_1_9_6_9 -----1 Remarks: File No._6_3_-_6_9_-_1_9_7__Date of Death__2_-_8_-_6_9---1 County ~W.:..:A:.:::S.:..:H~I~N:.:::G....::T....:::O..::.:N:..--__l NINETY-FIVE and no/l00 - - - _ _ _ _ _ _ _ _ _ _IIRECEIVED4-__,.,,-_-.-r-~....,.---..--r-:....---__---,do ars Lucy Mae Klnd,Admr.representing Pennsylvania Inheritance or A S E Estate Tax due from the following estate:From:C 0 TTY H R 215 WASHINGTON TRUST BUIDDINGAddress_,.---l SEA L TOTAL AMOUNT PAID 95.00$=======:~ 37-185-9NOTE:To be delivered to taxpoyer Received by _U-~-k<:I<:I:::.&~~~:e~c........~~.L.-.:....-=:~-=--=-...:......::.~.'---'rII NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the life 'til'(Signature) tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl ~~/M/~~£? not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the-ll-c...=::..:=..;p==::.=-----=¥_.1.L£L-:...L"'"'d~=~~f~ life tenant or tenant for years whenever it appears that such additional tax may be legally due and (T~ collectible for any reason whatsoever. RCC-4 (8-68)COMMONWEALTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE" NO.A033487 OFFICIAL RECEIPT •PENNSYLVANIA INHERITANCE AND ESTATE TAX RECEIVED ----:O=NE.:=...-=T=H=OU=S=A=ND=··:......=E=IG=H=T=--=H=UN==D=RE=D~T:...;;WE=NT_=_Y=_-__=F:....:O:....::U=R=-----'a=n=d=---~n=o=..l/'-=l=..;:O:....::O'----~-~-_dollars Lucy Mae King,Admr.eTA representin9 Pennsylvania Inheritance or From:~LY-.A'!A~LL.-L-..J.l.I~.IY!m.lb!-.r.u-ltLA.E!i!SG~E~r-Es_ta_t_e_T_a_x_d_u_e_f_ro_m_th_e_fo_lI_ow_in...:.9_e_s_ta_t_e:11!1 Address 215 WASHINGTON TRUST BUILDING 2%Tax on $$1[1,]1 WASHINGTON PENNSYLVANIA 1530 On Account 1,920.00 6%Tax on $---------$---------.Inl File No._6_3_-_6_9_-_1_9_7_Date of Death__2_-_8_-_6_9_"--l 15%Tax on $._--------$---------.1 $---------1"1 Date of Payment M_a....y<-.-8.-L._1_9_6_9 -1 Name of Decedent __M_O__NT__A_L_._K_I_N'_G ----i %Tax on $$----:__~-----III]I Estate Tax,Act of May 7,1927 County W_l_SH_IN_G_T_O_N --l Remarks: TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dat~of death Plus interest at the rate of __%.from _ to _ $__1----L-,9_2_0_._0_0_ 96.00 $--------1U1 $--------·1111 1,824.00 $========11!'l1TOTALAMOUNTPAIDSEAL 37-185-9.NOTE:To be delivered to taxpayer Received by NOTE:In·accepting the transfer inheritance tax an future estates,prior to the death of the life tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the__I-~~~~~~~7::.....,~~-~2::~::::jlll life tenant or tenant for years whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever.