HomeMy WebLinkAboutOC1969-0212 - ESTATE OF MORTON..
PETITION·SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Fo~.m j
Estate of ~~~.~r..~J~~9~';J;'Q~L ..__.___.._.
Deceased
No ~.~:§.~:.?1.?_.._ .
Fiduciary..I;:~~~...~~.~~~.~~.~~~~.~~~.~..~.~~
..g~.~~.~..~~~glY9...~9.~k,-...~~~!JJrJ~~~....
Date of Date of
Decedent's death f..~~;-.~~~.Y.t.,~.9.Q.9.._..__.Grant of Le!tters f.~J?r.~~~.Y..J1.,l9-~.9._..
This is the ¥J;-.~~~~~f.~.~~.t :~account filed in this estate
If"there have been former ac~ounts filed in this estate,list file number or number and term N(;:m.~.
Election to take None
Under or Xl,gKlmJt will.(cross out one)
Date Election Place of;
Filed Record '_._.
Name of surviving spouse _NQn~_ __._.._ _ _ _.._.___.._ _ _ .
List issue/where material:
Irene Elizabeth Raymond,daughter
Grace Carolyn Bock,daughter
Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate)
~No.If answer yes/name them _ __.__.,__.
Leg,atees
Irene Elizabeth Raymond
Grace Carolyn Bock
Relationship
Daughter
Daughter
Interest
1/2
1/2
Fiduciary,if deceased or not sui juris
List/if exceptions to above:
None
Adeemed:Revoked:Lapsed:Abated:Give Cause:
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.:mtrx
If any exception give cause::..Ng~~.
File copy of Noti~~July 16,1969 ,'.
and date of mailing .
Is estate subject to the filing of a Federal Estate Tax Return?~.C?..
Actual payment made on Pennsylvania Tr~nsfer Inheritance Tax.Amount $~.~.~9.Q.~.Q9 .
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant Nf>.:g~.
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.Nop.e
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
Balance for distribution per account,
Itemize any additional debits not shown by account:
:y.
Total additional debits (AdCl)
Itemize any additional credits not shown by account:
$N9~~.
$}§.,.§:?Q.!.??.
':
1Ir:."-\..'
Total additional credits (Subtract)
Balance for distribution
$NQne .
$:}.§.,.§.~.Q.!.zz .
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
1.TWo-story frame house,outbuildings and tract
of land containing 108 Acres,Somerset Township,
Washington County,Pennsylvania.
2.Cash
,.
r.
$28,941.60
$7,709.17
..
If Family Exemption claimed by Petition,give place of Record:J~Q~~_.
If F 'I E t"I'd t .d't 'I'h'db'f CI'Irene ElizabethamiyxempIonIScalmeaauI ,give name,re atIOns Ip an aSls or aim:.
Raymond,daughter.
List any advancement or distribution on account that has been made,and nature and amount of same:None
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
Irene Elizabeth Raymond,daughter
Grace Carolyn Bock,daughter
1/2
1/2
Distribution of the real estate described in the attached sheet should
be made to Irene Elizabeth Raymond and Grace Carolyn Bock.
NOTE:Following execution of the within Petition an additional item of
credit was received by the undersigned,as follows:
September 9,1969,to John J.Bonessi,M.D.,
for medical services to the decedent $44.54
This would make the balance for distribution as follows:
1.Real Estate
2.Cash
Balance for Distribution
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
$28,941.60
7,664.63
$36,606.23
And your petitioner will ever pray,etc.
The above named Fiduciary or representative thereof,
being duly ~~~~.~doth depose and say
that the facts set forth in the foregoing petition are true
to the best of ~.h~.:!-:~_knowledge and belief,
.......S.WO.RN toand subscribed before ~~~
d ~."~'I!.;Jme Ih;s..J'day Qi ,~;-:~:~.~l~9.....~.~.~."'..''~'r ....'e"Elfi'oetli".aymond···········../)...
Signature of Officer......:~~..~~(1_._.J ~)'--.::;0 IJ j
T;'le of Officer··········~i~;~~~~;:~~"'"····Gr~~~~···~·············
Office expires ~y..~.~~~~s..s!!>.'!.~p.~~~~.~.l'!il.',.l91J .
•"'!'.
"No.63-69-212
"
I:......-~.....i J J~r./....1'/
i Estate of__~RM~_1.__~_~:M:Q:R~_9.N _
Deceased
Fiduciary.__!?;_~!?:~.__~!_~~~J?~_~_h ~~~C?~~
.~_~~__G~~5;_~__~~~~2J~__~_<?~~~~_~~~~rice
<5,£::
/•F'-
-;,')
L
-,
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.su~:t~J'
.~-GREENLEE~ICHMAN DERRICO &POSA .--_._-------,------------------'-----------------,_.------------.---_._..AttorneyS
~2
"'Vd "00 N01~N\HSV'tA
5111'".:10 B31S\03'd
ON\tWV{-\l3SS ntl
lS 2 \-ld \,DO 69.
4a31\~:\
..~f~....'.#~,..- .~,(\~
",\,)•.'J.\.'.-.,(":-~r tI.
"
I
aIommoututa1t4 of 'ruusylnanta,t £is:
llI!Iasqiugtou QIount!},\
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 17th.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
Margaret K.Morton
late of·Somerset Township in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Irene Elizabeth Raymond and Grace Carolyn Bock
trices
the ExecuOOJIiC 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
Irene E.lizabeth Raymond and Grace Carolyn Bock
committing unto Tl}em the administration of all and singulm-the goods and
chattels,rights and credits,which were of said deceased,and requiring Them
to exhibit a true and perfect inventory thereof into the Register's Office,at 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 17th.
day of February in the year of our Lord one thousand
nine hundred and Sixty Nine
....._~~~..•......_.
Register
E>~.....s::;:0a+:J
\I.,~
~0 ~.....1lI~~•c..~te I-
C\I
Ul t
1lI +:J
~<D
$.t~<Xl..........c..~~
r-rn
o-.
...~~-'.
..
...
I,~..ARGARET K.MORTON,of Upper St.Cla ir Tewnship,Allegheny
County,Pennsylvania,being of sound mind,memory and understanding,do
hereby make,publish and declare this to be my Last ~'lill and Testament,
in manner and form following,hereby revoking any will or wills hereto-
fore rna de by me.
FIRST:I hereby dire ct t~p3.yrre nt out of my estate of the
expenses of my last illness and funeral and of all other just debts.
SECOND:I hereby give,devise and bequeath all my worldly
goods of whatever nature and wherever situate,both real,personal or
mixed,unto my husband,Howard D.Morton.
THIRD:Should my husband predecease me or die as a result of a
common accident·with me,then I hereby give ,devise and bequeath all my
worldly goods of whatever nature and wherever situate,both real,personll
,
or mixed,unto my children,share and share alike.
FOURTH:I hereby nominate,constitute and appoint my husband,
Howard D.Morton,Executor of this my Last Will and Test~ment,and I
direct that he shall not be required to enter bond in any jurisdiction in
which he may act.
/
l'
iI
FIFTH:If,however,my husband should predecease me,or if he
should not desire to serve as my Executor,or if for any other reason he
is unable to serve'as my Executor,then I constitute,nominate and appoint
my daughters,Irene Elizabeth Raymond and Grace Carolyn Bock,to be Co-
Executrices of this my Last Will and Testament.
IN WITNESS WHEREOF,I,~~RGARET K.MORTON,the Testatrix above
riamed,have hereunto subscribed my hand and seal this ~()d.J day of
7r&u~,1956.
~evr4 It )zztY1~1
Marga~et K.Morton
(SEAL)
....
.Signed,sealed,published and declared by the said Testatrix
as her Last \1ill and Testament,in the presence of us,who at her request
in her presence and in the presence of each other have hereunto set our I
names as witnesses.
-2-
r---..;.~_~_~._..
AmIrault (@f
(p ~&r -2/c2 .
1fxrrutnr .(@r A~mlnllitratnr J
t;tatr of Jrnnsgluania,t 55:
C!1ounty of DlIasl1tngton \
Personally before me,the undersigned authority,a N9.~.?!.y.~.gp.!.;.£.in and for said,
County and State,appeared.I.REN.E....E.L.1.ZAB.EIH RAYMQND.9pSl~~SAC.E ~.~~~!:~~~~aly'.~worn according'to law,depose!and sayJ that they aJQEthe execut~of the estate of
................~.RG.A.R~:r.K,MQR1QN deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of...NAR9ARgJ..:K.~MQBJ..:Q.N ,
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 ~decutrices..~
~Sworn and su~scribed before me this.I.~..............~,'a~
" "<-()-t:J~..._~~y:~:Z~!..:t;b~.~.~_..
-'~~<?14J~"~~..............................................
Milt P bl'"W h"t '"h"C·ExecutrJ.ces-":ary U le.as I~g on.r,as Ington 0.,ADDITIONAL INSTRUCTIONS
",My Commissiof)Exp-ires SeDtembfll:A 1972 •••1.'":An Inventory ,must De nr(!n wIthm three months after appomtment of personal representatIve.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3;1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over '$10,000,including Copy of Will;1 Original and 3 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
-1Juututnrg aub "pprai.atmtnt of the goods and chattels,rights and credits which
were of :.MARGARET K MORT.ON Jate of S.Qm~.t:.§.~.t 'l'.QY.ffi.§.h.;i,p...
Washington County,Pa.,taken and made in conformity with the above affidavit.
REAL ESTATE:
ALL that certain tract of land situate in
Somerset Township,Washington County,Penn-
sylvania,containing 108 acres,as more
fully described in the deed of Winnett W.
Wright et ux.to H.D.Morton and Margaret
K.Morton,his wife,dated May 19,1956,
and recorded in the Recorder's Offipe of
Washington County,Pennsylvania,in Deed
Book 962,Page 65.The said H.D.Morton
died on September 18,1966,leaving Margaret ,
K.Morton as surviving tenant by the entireties.
Upon which is erected a two-story frame house
and outbuildings $27,000.00
DOLLARS CENTS
LESS:Balance due on home improvement:
loan to Mellon National Bank and Trust
Company
PERSONALTY:
Savings Account No.2779,Reliable Savings and
Loan Association,Bridgeville,Pennsylvania
Checking Account,Bridgeville Trust Company,
Bridgeville,Pen~sy1vania
TOTAL ASSETS IN THE ESTATE
3,058.60 23,941.40
13,63~.53
~.24
37 .58l .17
'.
:
c·
\
,
ol.:290
t 6-&>9-d).,/;<
.".Inventory and Appraisement
I \~.•••••~;,.~\IN THE ESTATE OF.-.'\:Lf :
r'~..~l~"'~
....../MARGARET K MORTON........,~.'!.~A•••••...........................................
('\~,"t C'\,"
Filed ,19 .
..0")c.o
~~
~::O;ocn~e:;:r:-(n
...:..('I)Q):&::-Irri(;)f"rJ :-'~~r-
-=$t~
,<:)~.-.1>
0_.:0:,....~~~o
-t.u
:::::-.::x .
cs:
-l::---",~:.-
.."
~,.-.
rr,
t:J-~,
'f1!1~
G~EENLEE,RICHMAN,DERRICO &POSA
ATTORNEYS AT LAW
WASHINGTON TRUST BUILDING
WASHINGTON,PENNA.
1t"r-;I
~,,.,"-'
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN THE ESTATE OF
:MARGARET K.MORTON,
DECEASED
)
)
)
)
)
No.63-69-212
FIRST AND FINAL ACCOUNT
OF IRENE ELIZABETH RAYMOND
AND GRACE CAROLYN BOCK,
EXECUTRICES
I.ASSETS OF THE ESTATE:
A•PERSONALTY:
Per Inventory filed
on March 13,1969
B.REALTY:
$13,642.77
Per Inventory filed
on March 13,1969 $23,941.40
ADD:Increase in appraised
value per appraisement by
the Inheritance Tax Division 5,000.20
TOTAL ASSETS OF THE ESTATE
II.DISBURSEMENTS:
28,941.60
$42,584.37
DATE
1969
Feb.14
PAYEE
Russell Marino,
Register of Wills
PURPOSE
Probate Will,Letters $
Testamentary and 4
Short Certificates
AMOUNT
22.50
Feb.18
Feb.20
Mar.7
Washington County Reports Advertise Letters
Testamentary
Observer Publishing Company Advertise Letters
Testamentary
Hamel Mortuary Funeral Expenses
Upper St.Clair,Pa.
14.00
14.00
1,558.10
\'-,~"'I"-,II;;,'l
II.DISBURSEMENTS (continued):
DATE PAYEE PURPOSE AMOUNT
1969
Mar.10 Albert Devore Appraisal of real $5~00
estate
Mar.13 Russell Marino,File Inventory 4.00
Register of Wills
Mar.13 Russell Marino,Agent Partial Payment of 1,800.00
Pennsylvania Inheri-
tance Tax
Irene Elizabeth Raymond Family Exemption 1,000.00
Greenlee,Richman,
Derrico &Posa Counsel Fee 1,500.00
Russell Marino,
Register of Wills File Account 16.00
TOTAL DISBURSEMENTS $5,933.60
SUMMARY
TOTAL ASSETS OF THE ESTATE
TOTAL DISBURSEMENTS
BALANCE FOR DISTRIBUTION
-2-
$42,584.37
5,933.60
$36,650.77
,,
Observer .Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the News,paper Advertising Act of 16 May.1929.
P.L.1784.a;s amended.
Commonwealth of Pennsylvania.County of Washington,SS:.
Personally appeared before me.a Notary Public in and for said County
and State,.Ri.c.ha.r.d S.C.o.w.a.n...................•who being duly S"worn
according to law,deposes and says that he is the ~.~.f..:r.~.t~..:r..Y ..
of the Obs'e,rver Publishing Company.a Pienns~lvaniacorporation.and its
agent in this behalf;that the said Company is,the owner and puhlisher of
the Observer-Reporter.succ'essor to The Washington Observer.established
Seprtembe'r 18.1871,and The Washington Reporter.established August 15.
1808.a daily news,pap-er of general circulation,printed and published and
having its place of busines's at Washington,Washington County,Pennsyl·
vania,where it or its predecessors have been established and published
continuously for more than six months'prior to the publication of the notice
hereto attached;that the printed notice or advertisement hel"etoattached
is a ,copy of an official advertisement,official notice,legal notice or legal
advertis,ement,exactly a:s printed or published in the Ob'server·Reporter in
"
EXECUTRICES;:1,NOTICE !'J~i'
j
ESTATE OF,MARGA~ET'K.'MOR".TON,deceased';l!::SO ,Township.Washm'·'sylvania..,:
Letters t lie'
labove,esta tot~e unde ~,glven..,to ,to 'ttl,make'immeeua 'dt\",those,having cUii ':0presentthem,IRENEEUZand''GRACE CARO
its regular editions on the following date or dates;IRigriy~our.~
,.F..ebr,ua.r.y.2.0..,.2.7.and M.ar:.ch 6 1.9.6.9...........,','",.",~g~"EE"NLE"'
that neither the affiant nOT the Observer Publishing Company is interested.",'AttJ:.:MfsO
i~the sUbj~ct ma;tter.of sia~notice.or advertising and that all of the ~ne~a.1 '~~5'\y~s~~~n~r~~.this affidavIt as to the tIme.P~:K)a~d charac~e PUbhcatIon.'__'_"I_"_,"'...as_h_ID ,
...............................f~/L(,,1A,rl.l ....."R.."'d?~..•ri
Sworn to and
'N.2875:9:
subscribed before me this...6 day of.~r.c.h.~:.19.6.9'1ft~~;~~~~
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6,1972
Wcishington County Reports
63 SOUTH MAIN STREET
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
Estate Notices
The Register of Wills has granted letters,
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys.
• • • • • • • • •e •••••••
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON)
STATE OF PENNSYLVANIA (SS.
MORTON;MARGARET K.,Dec'd.
Late of Somerset Township,Wash-.mgton County,Penna..Executrices:Irene Elizabeth Ray-mond and Grace Carolyn Bock R D#2,Eighyt Four,Penna.'"
Attorneys:Greenlee,Richman Der-rico &Posa,325 Washington'TrustBldg.,Washington,Pa.15301
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 ehis behalf;that the said WASHINGTON COVNTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County,Pennsylvania,by order of the several
courts of said County,dated November 11,1920;that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement,exactly as printed
or published,which appeared in the said legal periodical in its regular issues on the
following dates:
..........Eeb.ruar·v...2·O'.,..2.7.,1969..
..........MaJ:ch 6.~1.9..6.9 .
Editor
scribed before me thisSworntoand
that the affiant or the corporation in behalf of which he is acting is not interested
in the SUbject~ersaid notice or advertising and that all of the allegations of
this affidavit a 0/;"t~m~~p~e and cVr of ~~lic tion are true.
UL{tJ "--'./Jt )
.......~.day of.....lI,lax.cll ,196..-9 .
Ifad~~~-<-@#~
KATHE~INE C,YARD,Notary Public
Washington,Washington Co.Pa.
My Commission Expires'
November 1,1969
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The within named Accountan'tS being duly sworn according to law,depose and say that the above account
as stated is true'and correct as _~h~y.-.-verily believe.
~
Sworn and subscribed before me thiS.../..i'....~.
t:"69 .do:o~._,.E~••••••••••••_••_•••••••~•••19 .
~.G~£;~:d52:~..
~lc~ary P,ublic:-W h'_,as Ingten.Washington Cd,Mv CommiQ~'~<:..~- •,'.-lun ~xwesSepte;1~~"r4,197'2
...!"\-
,
WQlshington c:ounty,ss:I do certify that I have given le9'al 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
, "~3-~~OOthereoffiledtoNo..___..__.__ .
W;tTI~~:~~:~nd off;c;ol seol th;U~'£:~nnn
dOYOf····wcr~~::1~~9::
Register of Wills
--.---.-----~-_.----
N""'"',N!Ii0'\:\Oi
I :
('f')!
~!
oz
~
f\:>Or-n
N ~t ~
I<i
V.-~::u
0
•
~
"..
•
----'---------------'-~"...;....=--
"',"J
r/
..-
-------
t;
"If ),,'..';
-,......
.::J -~
:>,.
~
,.,
...
•I
,
\\'~..
"
•
lin t~r QI)rp qunn·mnurt of Ifun~in!ltnn Ctrnunty
In the matter of the Audit of Account in
Estate of__MA_R_G_A_RE_T_K__.:-...:cM.:;.;O:..;:R=T:;..:O:..;:N"'-",I...-/No.__6~_-6_9_-_2_1_2 ,~
deceased
TO THE AUDITING JUDGE:
Enter -=-o..:.:u..:.:r appearance for IRENE EL IZABETH RAYMONP and GRACE
CAROLYN BOCK,Executrices,Accountants
By ~
GREENL~DERRICO &POSA
LO/1.day of September 19 69,--
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.
No.63,-69-212 ,~~
r-
Ln
f'..J
e;,{/).¢-J'~-ilb
%:~;;;:..7
<It C1-
""!;z".-O
0
:f;i..L:<;)
W -·O~
~;-"-l
-.J ~.e_1 .k
--J -w fiJ C.J}
(....)
(/J r-2;
~
c:;:)Vj"'-=:J ;zp,~.
U-<::n C::W W
U;1 tJ;~...»
In-re Audit of ACCOUIi.t in Estate of
MARGARET K.MORTON,deceased
AUDIT
Jrurripr fnr i\ppruranrr
FOR
IRENE~;ELIZABETH RAYMOND and----~:=t----------
GRACE 'CAROLYNBOCK,_
Executrices,Accountants
--
,r-
-.j
GREENLEE,RICHMAN,DERRICO &POSA
Attorney S
~~.2
-'
.GREENLEE,RICHMAN,DERRICO &POSA
ATTORNEYS AT LAW
".,
WASHINGTON TRUS~BUILDING
WASHINGTON,'~ENNA.15301
;
GAYLORD W.GREENLEE
STEPHEN I.RICHMAN
PATRICK C.DERRICO
PAUL P.POSA
GORDON F.HARRINGTON "
Juiy 16,1969 TELEPHONES:
WASHINGTON 225-7660
Mc.:MURRAY 941-7590
PITTSBURGH 341-7300
Mrs •Grace Carolyn Bock
0,D .AI",.;,,.~.,.v ,
Eighty Pour.Penr,tsylvania
In ReI £st;ate ~~Margal'et 1(•.
,Horton,deceased
"1""•
"
"
..You are herebynotlf1edt~~t,th~.•ecciuntlns
in the abovfa'estate ,bas .been filed at the B.~g18ter of
Wills',Office ·atNo~.63~'69...212."" .'.",
~'.~.,.,r.'."."__.'~.L _•
"The OtpbatlB L'COurt will audit sa~d ,account:·
8o~timeduring the week ~f September 8,1969,when_.
you may be present 1£you w:lsh.We shall -be".,in -,
attendance 'for'the·estate:,'"""':':"..,.
-I i ,I:";~E':<t
_ow''A"\-......~_;',,,:,,,:,,,,!~,...Distributi~n w11i b~'ordered shortly thereafter.
•-..lo.o
,very trul)'yours•.'
."
DERRICO &POSA
treneEllzabetb Ila~and,____---fl,!_-Grace Carolyn Bock,'Executrices
,',
"
;>''..;,.
.•GREENLEE,RICHMAN,DERRICO &POSA.,~
ATTORNEYS AT'LAW, •. j ,
WASHINGTON'TRUST BUILDIN'G'
,,
GAYLORD W.GREENLEE
STEPHEN I.RICHMAN
PATRICK C.DE'RRICO
PAU L P.POSA
GORDON F.HARRINGTON
WASHI~GTON,PENNA,15301 '.,..
July 16,,1969 .'.TELEPHONES:
WASHINGTON 225-7660
M£:MURRAY 941-7590
PITTSBURGH 341-7300
.MrS.,'Irtme Eli,zabeth'RaymQnd','
R.D.42,,Box 210 " ,
Eighty Four.Pennsylvania.'.
In Ie':Estate of Margaret
K,-Horton..deceased"
~,~.
De~~Mrs~.laymond:
•-:.'t .~.
,'.'. .'Yo'u are,hereby nOtified ~~t the,accounting
.in 'the sboveestate'bas been -filed,at the Register of
'Witte Office,'at No~63-69-212.' ,
~,The Orphans'Qourt will audit'said account
sometime d~1Dg the week of September .8',.1969,when
Y01!.}nay be,sn:~sent if 10U wish.We shall'be.in
attendance-for the,estate.'.
,Distribution,will be ordered'.sn()rtly tb.ereafter~
'Very truly yours.
,
N.DElUUCO eSt POSA
By ~;,J,...k.~-:::I-I.'J1.#.~;.....-_
the Est8te
Irene Elizabeth'Raymond and
;"Grace Carolyn Bock.Executrices'
~.'~-".
,PPPtV
,.
..f
;f'.
".....
..
'.
'...,
I.f'!:
..
;:.-..,,".~..
"
,.
I
~n t~t arnurt nf arnmmnn Jltus nf musqingtnn Qtnunty.
'ennsyluunin.(@rp~nn.6·Qtnurt f3inistnn
ESTATE OF
Margaret K.Morton,
deceased.
NO.------J6{J..J¥-!!(,;6~9~·2c:;,.,1""2~-----
In the matter of the First and Final
Account of Irene Elizabeth Raymond &
Grace Carolyn Bock"Executric!7s
ADJUDICATION AND DECREE
",.,,
And now '','October ,..6/19..651-,this matter came on for hearing,
audit and distributi0n at this,session and testimony taken;'and thereupon,upon due considera"tion
thereof the bal6n~e for distribution in :the hands of the Accountant is determined to be
$30,00.23 and the account;is accord,ingly confirmed;and it is o~dered,
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 _
Addi tiona,l cradit asked at audit
Balance,_
Deduct Clerk's Costs &Receipts _
Attorney Greenlee,Richman,Derrico &Posa
Russell Marino,Clerk O.C.,costs in certify-in
real estate to Recorder,
John D.Woodward,R.~order,costs recording ?er
tifica~ion o~rea!estate,~
44.54
$36,606.23
41.00
$36,559.23
,9..17'''0 //-I:l-/.,f
rS,OO....
Russell Marino~Agen~,transfer inhe1ritance tax 406.06
.
'.1.
Irene Elizabeth aeymond,daughter,1/2 residue,
including cash and an undivided 1/2 interest'
in real estate as hereinbelow desCribed,hel
in kind and distributed as such at the appra
value,per elect~gn filed,
Grace C~rolyn Bocle,daughter,II?residue,in-
cluding,cash and an undivided 1/2 interest i
real estate 'as hereinbelo!,described,held i
kind a~d distributed as ~uch at the,appraise
value";:r~J-"
REAL ESTATE .TO BE CERTIFIED TO THE RECORDER 0
.BY THE CLERK OF THE ORPHANS'COURT DI
"
Margar.t?~,K.Morton,devisor,to Irene Elizab
undivided 1/2 i;nterest;\t6cqrace Carolyn Bock,
$36,140.67
Vl.-<!(j".tYlp -JllJ ·lj
~~"",,~,
~.
.~.
No balance
ON COUNTY
d,devisee of an
an undivided 1/2
_~4 -...
0 >
~
.....
Q.'
n ::J ?fB....
0
::;
~t i
c:(l)
"'....
~a 3
.'
S.0 a
f.
_t .....
,
..,.
,,
(l)
s=a
..,
~".."'"-i
....0
"J ef
.....
r-,t,
....
\...I\.I~..'"'.'
:=
::;
If
'.1 t l
(l)
./i s=a:::t:Y
~
,,
~,
::l~~
_...,.
,;1 ".~•
.,
\.
I
r
.,,
he chain of title.
ahington County,
eh appear of
erved to Winnett
arg~re~K.,Morton,
57,after wh~ch
~'..'"J..J
Morton,his wife.
.'-.')4]1'1
tnut oak;thence
am \tIleir Estate,
f coal as hereto-
West,24.36 perches to
BEING the same pl'emi'ses conveyed to H.D.Mo
SUBJECT to such pipe line rights of way as a
~.',
May 19,1956,and recorded in the Recorder's Of
P&nnsy1vania,in Deed Book 962,Page 65.The a
September 18,1966,leaving Margaret K.Morton a surviv ng tenant by the
'fore conveyed,and subject to such oil and gas
.record,.the rentals and royalties of which are
W.Wright and Marie Wright,his wife,until Jan
they are hereby conveyed to H.D.Morton and Me.t.:":'{~-':'J;,.::':,~-".\
stone;thence by land of Sam McNary,South 41-1
a white oak;thence South 42°West"152 perches
by lands of Levi Rainey,Frarik Rainey,Harry My
North ~6°West,138.92 perches to the place of
CONTAINING 108 acres.
EXCEPTING AND RESERVING the Pittsburgh or Ri
his wife'cb'Y""deea':'(jf~Winilett,W~\·~Vlri::ght:"and~Na.ri·"'Wright,his wife,dated
';,(J
•-t~terest;each undivided interest being in and tall th right,title
and interest of the devisor in parcel of real es ate dea ribed,as VIZ:
ALL that certain tract or parcel of land situ ted in omeraet Town-
ship,Washington County,Pennsylvania,bounded d deser bed as follows:
BEGINNING at a white oak tree;thence by Ian of Adam Weir Estate,
No~th ~8°East,86 perches to a corner;thence bland 0 Harry Preston,
South 38-1/20 East,44 perches to a stake;thenc North 7°East,45.44
perches to a stake near willows;thence South 19 East,2.20 perches to
8 stake;thence North 47°East,22.20 perches a stake thence South 470
East,22 perches to a stake;thence North 39°perches to a
stake;thence North 24°west,2.92 perches to a ence North 28-1/20
East,12.20 perches,to a stake;thence South 51 1/20 Eaa 50 perches to 'a
entireties.
CERTIFIED TO RECORDER:NOVEMBER 1 ,1969
t
N
..o
UJ
_J-.
.'
0
~
.....~~
:J Z
n ,,,,,,"p
0 :T
i i
c:CD
~3
0 o •0.........
t"\
.....:;'
lD
~
.,
.~
0.....
""'"
=
:TlD
~~
S~~~~
..,
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
J
IN RE:ESTATE OF )
)
MARGARET K.MORTON,DECEASED )
No.63-69-212
ELECTION TO TAKE
DISTRIBUTION IN KIND
WE,IRENE ELIZABETH RAYMOND and GRACE CAROLYN BOCK,the
only legatees,devisees and beneficiaries under the Will of
Margaret K.Morton,deceased,dated March 20,1956,do hereby
elect to take the real estate,described in the Petition Sur
Audit,in kind in equal shares,as tenants in common.
IN WITNESS WHEREOF,we hereunto set our hands and
seals this I tA.day of r~,1969.
J
Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF .WASH.l.NGr.'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
..thH Inheritllnce..lln!iEst,ate1'ax Act of 1961.)
__~R;~~~~;~~~;~:~ATE~F_·····C··O..IID·....·t·y..·}::.::::::a
Late of W.~.~.h~~gt::..9.~. .
J .,
./
and say
::.:'.,~~::~~~~~_:_:::::-_::}'"
--=:;;--"-......IRENE EL.IZAB..E.TH RAYMOND A.ND GRACE CAR.QLYN ~.QqK,E~~~.IJ.t:.:.~~~.~~~
of the estate of the above-named decedent being duly sworn,depose
Decedent.died f~p.;t;'IJ.~~yJ.
(Month)
(Day).......,19'(~~'i"""{~~eaVing 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.
PauL.P •.....PosaandGreenlee~.....Ri.c.hman,Derr.icQ&PQs.a
325 Washi.~g1:9.Il ..'I':rllf:)t::J3u.i.J~i.~g,W~~hi.Ilgt:C)Il,g~~...~?~.Q.~......
That as such ...~~g~.y.t.;r.ic..e.~........deponent is familiar with the affairs of said estate and the property con-
(Executor·Administrator)
stituting the assets thereof and their fair market value,
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
UVWHICI!DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Briii&eville Trust Comoanv Marszare t K.Morton and daul?hter
Bridgeville,Pennsylvania Irene M.Ravmond
That the contents of said safe deposit box or boxes are itemized under Schedules NONE of this
return,with the exception of the following,for the reasons hereinafter set forth:A coPY of the inven-t9ry of the.Dept.of Revenue of the Commonwealth of Pa.dated March 11,1969 and
s1.gned by ~!-J.1-~k·A<;tAW§h~r~iYiitA<i1PEPqrP~fr~~P§ets forth full v and in'detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
propertywheresover 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:::-~f..decelient's'death
in all other cases;all bonds,postal savings,treasury certificates or notes and.oth~i-evid~nc~of_in-
~....v ,""debtedness of the United States to the decedent;all obligations,whether by stat~te ~r,ag~eement they
are designated as tax free,of the United,State~,or any state,or .political SUbd~vision-!hereo~or of
~'.','\.....,)any foreign country,which are owned at the time of death;all wearing apparel,jeweJrYi·srlverwa~~,pic-
tures,books,works of art,household furniture,horses,carriages,automobil'es,boats:;J:;;;d::a~y and allr........
other personal chattels of whatsoever kind or nature,left bydecedent,together with the fai.r,l,y..estimated
market value thereof;all bonds and mortgaltes 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 owned by the decedent at the time of death,with the market
value thereof at such time.
'."
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the 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 schednle,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 ans'wer 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 trarisfers.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
of the deed,trust agreement or other instrument creating the trust.There 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 ~ill,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,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 ~nd relation~hip,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 unpaid at time of
death;taxes accru~d chargeable for period prior to decedent's d~ath (except those allowed under Section
651 of the Inheritance and Estate T~X Act);together with a statement of coilateral'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","en,"E",and "F"as directed therein"
have been carried forward and properly registered in the Summary.
My Commis,sion Expires Notary Public.Washinr,ton.Washjngtgri Crid.J;::l::g~~,Y ,.f..~~~.,f..~nD,..~y;Ly.~n;J.,.~,!!O ,,,••
..My Commission Expires Septembe(~.l~~(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 (1-64)
'COMMONWEALTH OF PENNSYLVANIA
DE,PARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE uA"
~AL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule /IE".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 Commo!,wealth of Pennsylvania should be
described by lot and block number,street and street number,together with
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;If a farm state number of a-
cres;also statement of mortgage encum~rances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
(1)(2)(3\I
DEPARTMENT /-----ASSESSED VALUE VALUATION -.
FOR YEAR OF ESTIMATED CAUTION
DECEDENT'S MARKET VALUE (Do not write
DEATH In this space)
$27,000.00
~~7n~~
ALL that certain tract of land situate in
Somerset Township,Washington County,Penn-
sylvania,containing 108 acres,as more
fully described in the deed of Winnett W.
Wright et ux.to H.D.Morton ,and Ma.rga.ret
K.Morton,his wife,dated May 19,1956,
and recorded in the Recorder's Office of
Washington County,Pennsylvania,in Deed
Book 962,Page 65.The said H.D.Morton
died on September 18,1966,leaving Margaret
K.Mortonras surviving tenant by the
entireties.Upon which is erected a two-
story frame house and outbuildings.
'1J _I ~••.J "t ../~'fR7/00
LESS:Balance e on home
improvement loan to Mellon
National Bank and Trust
Company
Insert this total opposite /lreal property",Schedule CIA"in the X X X X X
U As Reported"column on the last page of this return.23,941.40
RCC-35
'COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "13"
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)
Checking Account,Bridgeville Trust
Company,Bridgeville,Pennsylvania
1.
2.
Savings Account No.2779,Reliable Savings O>fi
and Loan Association,Bridgeville,Penn-\f "0 -=f<J
sylvania I~r:l,,634.53
DJrj'f 8.24
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X 13,642.77
comroN'I'EALTH OF PENNSYLVANIA
T~\NSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TR.A.NSFERS
(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)No
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)~N~O _
(b)What was the transferee's age at time of decedent's death?_
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expreSSly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)No
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)__~N~O~__
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or 0 thers ---,-__
(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
NONE
DESCRIPTION MAIUffiT 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
CCM\II)NWFAUH UF PENNSYLVANIA
n \\::,FFB TKHF1UTANCE TAX
n.F~InENl'DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I\SrRrcTro~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 acquisi tion,and the name,address and relationship (if any)of co-owners to
the decedent.
,N~me!fperc~nt~g~"--Description of Property,Date of Acquisition unit Estate DEPARTMENT VALUATION
Address and Relationship of Co-Owners,and Place I Value Share Valuation CAUTION-Do not Write
of Record of Instrument,where,Rea!~state.~In This Space.
Value of Value of
Entire Decedent's
Property Interest
NONE I
1
I III,
II
,
I
I
I I
I I
II,
IIII
i I
I I
I I!I I
!I
I
Insert this total opposite "Jointly Owned Property",Schedule"E"NONE
in the "As Reported"colurrm on the last page of this return.
,.,.••J.
'RCC-'37"-(12-63)
C'OI\f1\lONWEALTII OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
..t I ~...
,
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OF(state full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
have an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Irene Elizabeth Ravmond Daughter Yes One-half
R.D.1/2.Box 270 .,-
Eighty Four.Pennsylvania
Grace Carolyn Bock Daughter Yes One-half
R.D.1n
Eighty Four,Pennsylvania
I
I
....,
.-
I
I
I
Deponent further says that all the above-named beneficiaries are living at this time except below:
..-
NAME DATE OF DEATH RESIDENCE
"
OF THE
ESTATE OF
:\IATTER OF THE APPRAISEMENT
Will
Administration t No.
P.-<THE
Year ,"",",,"
(Executor-Administrator
must complete "As
Reported"column #1.)
0 ~'"0 ~......~~0 Il:>...Il:>Vl ::s Vl --Vl Vl 0....,::s l-O~~e.....
Il:>...0Vl:0<'"0 "0Il:>;(l)
0-......
~0 ~"0
t%1 (l)...
Vl ..........'<Il:>.....(l)
.,
'\
MARGARET K.MORTON
Deceased
Late of SOMERSET TOWNSHIP
County of ,WASalNGl'ON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
enc:~
~
>-~_.--.><W en en()()?"'?"'?"'q tJj >~
-6'.)-6'.)-00 -6'.)-6'.)~
.•?-
·Vd "'.o[)NOJ.8N IHS'V,';.~
Sll'lJ.~.:10 ~]ISIS3U
OWtJVN TBSSfltJ
{
:w
:........:V1
:00:.p-
:.:.....'-I
:t-':N-:<,.uW>-v \II CI):0\:",~__
:.po.:~~>-:N :.....'g~
:. :."'"'I......:~ct
:......O~
r
~}>
"J ~~;r.:~~~'-1\,,-:ct ~.~'""",,\""1 __,\~~2.~G\~~.~~
-6'.)-6'.)-OO-6'.).y;.~
.'-.j:
v-..:;-.('\:
,~
:/'.~.
.:;(..
>G•.:.
·,~~~
---.,
GRle\LMJ,WJcH~dN,arJYRafAo &POSA
AT~0tlRNE~AT LAW ,
WASHINGTi..uLRfJS'f1 ~"~L~NG
WASH U>.lt,P:!:Nl-tu
".,..
R C C-81 (2-64)
COMMONWEALTH OF PENNSYLVA.NIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
mENE ELIZABETH RAYMOND &GRACE CAROLYN BOCK
(Executor ~.
IN YOUR REPLY PLEA8E
REP'lER TO 37-187-3
j
In Re:Estate 0 f ..:;MAR=:=G:,:ARET==....;K::;.=-..:.M:.:O=R:,:TOc.::..:..:N----
____---!.:W::;:AS~H~IN~G~T::::.O~N County - FHe No.63=69-212
You are hereby notified that the original
appraisement in the estate of Margaret K.Morton
has been filed in the office of the Register of Wills qf Washington
County on April 18 ,19~.Said appraisement reflects the
following valuations:
Re alEstate _-"---:2;.,8;.,;,:...;9,.:,:4..;:1;,:..,;,60,;.-_
Personal property ~13~,;.:..64~2~.7~7~_
Transfers _
Total ---..!:I4:::2,J...~58==4:t.!.'_oiC3~7__
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 (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date __--:A:.:.Jp~r~i::!::1'_'1=.:8::!J.L-:!::1.L:;96!:!-9L..-_SignedA~....l",S...~~~~~~
Title W.R.CHANEY,EF APPRAISER
DATE OF DEATH:February 1,1969
Note:This is not a bill.
RCC-39 (5-68)
ebMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of MORTON,
(Last Name)
MARGARET K.
(First Name)(Initial)
DATE OF DEATH_-.:2..::...--=1:--..:...69=--_FILE NO.63-69-212
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E"•
Dated:-=04=-..;-1:.:8=...-....:;6:.L9 _
02-01-69 .-4ZL'~ta A~INHERITANCETAXAPRAISER "7'"1'
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--2K~LI tiD
13.642 77
42.584 37
VALUE AS APPRAISED
$
CLEAR VALUE OF ESTATE
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $--+__2%
Tax on $C@>
Tax on $5%
Tn 00 $lK
Tax on $15%
~~ptioos *
Total Estate -1-__
TOTAL TAX
COMPUTATION OF TAX
$------~-
$-------+---
$------~-
$-------+--
$--------+---
$-..L__
(*)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 ::::::::::::t==
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $__-.,.--__-.1.
AMOUNT OF ESTATE TAX ASSESSED $--__~l_
Estate tax paid $---.ll-
BALANCE DUE $---IL..
Add interest at rate of 6%from t=
------lto-----$-----~,
TOTAL TAX BALANCE $-------I
PAID $--'
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will t...No.AdmInistration
IN THE
year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
~.WUiE'l'.K•..MQR'l'ON .
Deceased
Late of .
County of
SO.ME.l:$ET TWP.
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
t
Fonn RCC-2
DEPARTMENT OF REVENllE .
BUREAU OF COUNTY COLLECTIONS
,.HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX '
APPRAISEMENT
DATE A~·~;~+.?:1...:+.?§.?.
COUNTY W~~.~~.~.~~~..
FILE NO...QJ..~.6.9~.?J,,?..
Whereas,Ma.r..g~J~t :K M9.:r.~~m late of ~'?~~.~~~~~~.~..
in the County of Washin.gt.on.Commonwealth of Pennsylvania,having died on
the J:fit day of ~~?~:u.:~19 ~.?..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~~.~.~~.~~~!.,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.Iinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
I
Unit Appraisement IDelcrlptionofAssetValuesMadeforInheritance
Tax Purposes
,
$
I
REALTY:
All that certain tract of land situate in Somerset
TOW1lshin.Washiruzton Countv.PennSYlvania.containing
108 acres,as more fully described in Deed Bbok 962 I
I
~D'e he.28,941 60 I
I
PERSONALTY:I.,
Savin'ls Acct.Reliable Savngs and Loan Assn.,I
I
Brid'leville Pa.13,634.53 ,,~
I
CheckinD'Acct Brid~eville Trust Co••Bridgeville 8.2L.
13.642.77 13,642 77
i ,!I
;
Total 42,584 37
d Snoot)
..........................,Penna.
WA.P.HJ:NG.':r.QN....................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MARGARET K.MORTON...................
Deceased.
Late of
..............................$..Q~~'I.'I'rWP...~.
Date of Death,f.~.l;>;rJJ.~y l.,J,..99..9 .
Appraisemei!t Docket Vol.,')7..
Page,J.f3.7.~J.No ~.~.~.9.:::?J.,?.
Filed in Register's Office,Ap:r.g ~.~,J9 ~9
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal f1'Om Appraisement,.
Entered and charged,.
I
j
DEDUCTIONS ALLOWED IN
THE SUM OF $tj~?.z.,~.~
DAT<..,ROVED .•.•..~J;f
o ~llIs.Agent
STATEMENT OF DEBTS
AND DEDUCTIONS
March 13 1969
ESTATE OF ---:MA==.::R:=G::.:A:=..:R=E:..:Te-..=.K:..:.e-..=.M::.:O~R.:.:T:..;:O:;.:N:..:...-_LATE OF _....:S::..:o::..:m::::e::::.;r::.;s::.;e:::.t=-T.:..:.own.:.:.:.::.:::;s.:.:h:=i:.J:p~_
February 1 1969
Esr:'la laJo Stit er
Notarv PUhiic.Washin~~tol1.Washington Clio
My COillmission Expires SepteT:~or 4.L972
OFFicE CF THE
REGISTER OF WILLS
INHERITANCE TAX PURPOSES.
AND AGENT OF THE COMMONWEALTH
OF _W_A_S_H_IN_G_T_O_N__COUNTY
Form RC C·lO
\
I
DATE OF FILING APPRAISEMENT ,OATS OF DEATH ,
DATE NO.OF NAME OF PAVEE REMARKS AMOUNTVOUCHE"
Russell Marino,Probate Wil14 Letters Testa-2/14 69 Register of Wills mentary and Short 22 50 ,
Certificates I
I
2/18 69 Washington County Reports Advertise Letters Testa-14 00 I
I
mentary I
2/20 69 Observer Publishing Co.Advertise Letters 14 00'T'P~',qrv
Hamel Mortuary,.
3/7 69 Uooer St.C1a~r.Pa.Funeral Expenses 1.558 10
3/10 69 Russell Mar~noRegisterofwills File Inventorv 4 00
3/10 69 Albert Devore Appraisal of real estate 5 00
Irene Elizabeth Raymond Family Exempt~on --1,000 00
Green1ee~Richman,Counsel Fee 1.500 00DerricoPosa
Russell MarinoRegisterofWills File Account 16 00
Ct.uii4 hi /}g ~fAP"i~./.·"ffN~!J-5\.0
~\~-'I1..D~V~A~cA:~Yl.(5....$1'
I(jQ~A.JJb ~~'17 CLtJ
-
COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF WASHINGTON
We.,IRENE ELIZABETH RAYMOND and GRACE CAROI,YN BOCK HEREBV CERTIFY.THAT.TO THE BEaT OF our
~I<NOWLI!:DGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS FUNERAL EXPENSES AND EXPENSES OJ"
ADMINISTRATION SUBMITTED TO THE ESTATE OF MARr.ARET K lVUn('lJ1'J •DECEASED.AS DEDUCTIONS FOR/