HomeMy WebLinkAboutOC1969-0257 - ESTATE OF MOORERcc-e\(2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
LOUISE S.WOLFE
(Executor Wl.~.
IN YOUR REPLY PLEA8E
REP'ER TO
37-190-8
J l
In Re:Estate of --=JE=AN~·...:.:M~O~ORE=....:!!&:u./~k:J.,;/a~_
_____~W~AS~~H~IN!::!lG~T~O~!N County -File No.63-69-257
Dear Mrs.Wolfe:
You are hereby notified that the ori~nal
appraisement in the estate of Jean Moore a/k:a
has been filed in the office of the Register of Wills qf Washington
County on June 9 ,19-69.Said appraisement reflects the
following valuations:
Re al Es t ate _--'---=-~==--"::-::---
Personal Property ~55~,~O_O~5~.~3~3 _
Transfers ~---_
Total -......S"""Su.•.,=:O.:::,O",-S.!.o3"",,3'-,-_
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.
Dat e -.:::..Jun=e::.-....9u."--=1:.L9.:::,6,L9 _Sl.neyt<!L~:;r e..~
Title W.R.CHANE~APPft.AISER
DATE OF DEATH:February 16,1969
Note:This is not a bill.
RC\:-39 (ll-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of MOORE,
(Last Name)
JEAN
(First Name)
K.
(Initial)
DATE OF DEATH_--=-2--=l:..:6_-.:..69~_FILE NO.63-69-257
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".
4i-r~e.~INHERITANCE T APPRAISER
06-09-69
02-16-69
Dated:--_.=><:......><~~------
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
$-------+--
55.005 33
55.005 33
$
1)1).001)13
t;1).OO5 33
VALUE AS REPORTED VALUE AS APPRAISED
$
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint -Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities.. . . . . . . . . . . . . . . . ...$t=
-
ESTATE TAX ASSESSMENTS $.
*
FOR USE OF REGISTER ONLY
Tax on $----------t--2%
Tax on $----------t--6%
Tax on $----------t--5%
Taxon $_~
Tax on $-1__~
Exemptions========l==Total Estate -I-__
TOTAL TAX
COMPUTATION OF TAX
$--------4--
$------~I---
$--_._--~-
$---------4--
$--------4--
$--1.__
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::=r===
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $-------1
AMOUNT OF ESTATE TAX ASSESSED $------11-
Estate tax paid $--Jl-
BALANCE DUE $---Jl-
Add interest at rate of 6%from t=
------ttIO-----$-------1
TOTAL TAX BALANCE $--------<PAID $....1
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.
i ----
Will
Administration !No.Year
OF THE
ESTATE OF
REPORT AND APPRAISAL
Deceased
WASHINGTON
IN THE
.C~()I...Late of .
MATTER OF THE APPRAISEMENT
.J:EP.l\I1400IiE;
Commonwealth of Pennsylvania
County of
Fonn'RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE .......................~.~.'3.......9J.,....~.9.9.9.........................
D~PARTMENTOF REVENUE RESIDENT INHERITANCE TAX .................................W.~~h~~.~.Q!;l ..COUNTY ..................BVREAU OF COUNTY COLLECTIONS ,APPRAISEMENT "·HARRISBURG.PENNA.J7J27 FILE NO•......................................63.~.6.9.~Z.5.7 ....................'.-
Whereas,............................................~~.~...~.~~.~....~/~/~.................................................late of .............................................~.~~~~~?.~..................................
..................................................w.~.~.~g~.9.~...............................................Commonwealth of Pennsylvania,having died on IintheCountyof
the ..................................1.6.....t.h..........................................day of ............................f..~.P.r.g~y.......................19....9.9..,seized and possessed of an estate I
subject to Inheritance Tax under the laws of the Commonwealth of .Pennsylvania;
Therefore,I,............................W~R.~.....C.haney,....................................................................,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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisementDelcrlptlonofAssetValuesMadeforInheritance
Tax Purposes
$
PERSONALTY:
Pittsbur.e:h National Bank,Charleroi,Pa.,
checking account in names of Jean Moore,or
LillianSwartz.This account was owned solely by Ij
added to IJeanMooreanLillianSwartz's nmne was I
said account for convenience only and not for pur-
nose of vestin anv ownershin or i rterest in said
Accoun .,to Lillian Swartz.1,253 72
Western Pennsylvania National Bank,Be14e Vernon
--.....c::....,...;..,_'"/l !i:.l""-'7'7 53,751 61.",-.;>
I
I
j
Total 55,005 33
form~;v~':fhb~~::1:h~.wOl"ll~~2~o~~:~.~:%~ab~~e~~~7i;it;:~:~
.......................................................7 .....................................................................................~I ~~~:)=~...~~.~~~~.~...................................j Penna.e:!'"IPott Ollloe)
.........w.a~..;tpgt9.;n.......................Cou,.ty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
Deceased.
Late of
CHARLEROI
Date of Death,.f..~?~.~~y.:?A?~?.~.9..
Appraisemel!t Docket Vol.,37 .
Page,J,.9~~No 9.3.~.9..9.~g.5.7..
Filed in Register's Office,eJ.~.~9.'-....19 9..9
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.lft Appraisement,,.
.............................................................................~__..-_-
Appeal f1'om'Appraisement,.
Entered and charged,.
i
~
....
wo
\
_,39,L$__I*).W .•5 {W OJ .¢lS.!.&,M_~'".'1
aIommouUtpaltq of 'ruunyluauia.t nn:
lIanqiugton Wountg.\
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 27th.day of February A.D.1969 ,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
Jean Moore,A/K/A K.Jean Moore
late of Borough of Charleroi in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Louise S.Wolfe
rix
the Execut~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
Louise S.Wolfe
committing unto Her the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring Her
to exhibit a true and perfect inventory thereof into the Register's Office,at 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 hav·e hereunto set my hand and the seal
of said Office at Washington,this 27th.
day of Februa.ry in the year of our Lord one thousand
nine hundred and Sixtw Nine
()??\................V~~.
Register
l _
·~--------1
t;)
$.t ~~...~=:a ~(j)
H
N
II...0
t~0 (1)0...iii H :2l~S 0c:..0 s:.::S 13 ~oj
(1)e s:.::~
oj.e (1)•~~...c:..~
....
LAST--,--,~..:..:.,;.;.;.......;.;....;.',~':y..
'r,JEA.NHOffiI!;,sometimes maim as K.tJ'EANNOCRE,of the
City of Pittsburgh,County of Allegheny and Common:rJ.ealth of Pennsyl-
'.'
vania,do hereby make this my Last TtJill arid Te:3tament,herebyrevoking
any and.all itJills by me at any .time heretofore made.,
.FIRST:r direc:t that all of my just debts and funeral
.expenses shall be paid aS506n as may be corivenientafter my death.'
..
.SECOND:All the rest,residue and.remainder of my estate,
real,personal and mixed,and wheresoever situate;r give,devise and
bequeatl'):.untomy sister,ELIZABETH:,HOOREPERRY,provided she survives
me.
THIRD:If my sister,ELIZABET:'"l NOORE PER...R.Y,does not
survive me,then all the rest,.residue and rernainder of my estate,real,
personal and mixed,and wheresoever situate,I give,devise and bequeath
as follmo/s:
(a)The sum of Five Thousand ($5,000.00)
Dollars to my great grandnephew,rr,:-WHASL.RASCOE,providing he survives
me.
(b)The remainder,including any lapsed legacy,
to my niece,LILLIAN P.S~IA.qTZ,or if she does not survive me,then to
my grandniece,LOUISE S•.i,,,"OLFE,my gra.'1dniece,Kl\TH:ER.HlEJ.ALTPATS,i.,
and my grandnephe'iV,PER..R.Y SiJ.t.jlTZ,or to the .survivor'or survivors of
them living at the t~me of mydeatn,sha~e and share alike,in fee simple
and absolutely.
"
~I
FOURYrt:I nominate,constitute and appoint LOLTISE S.
1;iOLFE Executrix of this ffilJ Last llfillct1"1d Testament.
IN itiiTNESS ~'JHER.EOF,I have hereunto set my hand and seal
'--_IIIIIIIIiII_.-I.-I ..............._.........-:;..__--...-....;.;.::...-.~~__~
lffiown as
Signed,"sealed,published a.71d declared'b~f JEAN HOORE,,
sometimes known as K.JEAN NOORE,the .Testatrixa.'oovenarned,as and
for her Last ~Iilland Testa.11lent,in the presence of us,Who,at her
request,in herpres~nceand in the 'presence of each,other,have here";
unto subscri,bed our names as witnesses hereto.
,_.".-'V"~
-2-
':
Affi~auit (@f fxerutnr (@r A~mini!itrntnr
@ltate of Jlennnyinania.~ss:
atounty of lIan~ington \
Personally before me,the undersigned authority,a NQ.t.a.t:;)l .P.u.b.li.c in and for said
County and State,appeared !,..2~A~.~§..~W.9..!.;~.J ~~~.£~~.EJ~.J who,being duly
sworn according to law,deposes and says that she is the executor or administrator of the estate of
Je.an MQ.Qk.e..).~Ils1.g K J.~~P..MQ.QJ;.~.ll deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of.....J..~~.B....~9.2.E.~..,..~.I.~.I..~....K:......vean
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 Executatr ix.dmin1strtlt'o:r-.
day o~=;;..~~:;.;~.:.:~:~.:.a.~~;;~;;:.th;s ..L(L...l?~·~:··(:f~··-E~t~~;···_····-
F YE ~~~...£..£~..A E.RinER,NOid.y r"ollc
Allentown.Lehigh Co.,Pa.ADDITIONAL INSTRUCTIONS
My.Commission p'pir"Afi!~n"e¥J.tJt19zRust be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE·FOR ADDITIONAL COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2,'.",.
1fuututnrg auil !\ppraistmtut of the goods and chattels,rights and credits which
were .of J.~~!}~Q2.;:.~.1.~.{~.{~~6.0¥~.~P.:late of ;aQk.9.:Y.gh 9..f.C.b.~;t;..lg.;t;.9.J.".
Washington County,Pa.,taken and made in conformity with the 'abO'Ve affidalJit.
j
MoorE
REAL ESTATE:
PERSONALTY:
None
DOLLARS CENTS
1.Pittsburgh National Bank,Charleroi,Pennsylvania,
checking account in joint names of Jean Moore or
Lillian Swartz.
Balance at date of death.1,253 72
This account was owned solely by decedent,Jean
Moore,and Lillian Swartz's name was added to said
account for convenience only and not for purpose of
vesting any ownership or interest in said account
to Lillian Swartz.
2.Western Pennsylvania National Bank,Belle Vernon;
Pennsylvania,Savings Account #12577,in names'of"
Miss Jean Moore or Mrs.Lillian Swartz.This
account was owned solely by the decedent,Jean
Moore,and Lillian Swartz's name was added to said
account for convenience only and not for purpose of
vesting any ownership or interest in said account,
to Lillian Swartz.
Balance at date of death of Jean Moore.53,751 61
Jl
TOTAL-----------------·55,005 33
d36;L
t3-(P9--dS7
Inventory and Appraisement
IN THE ESTATE OF
JEAN MOORE,a/k/.a
.........~.~J.~.~~:tlQ.QR~..
Filed ,19 .
~;o~rn~fP-:qc:'J::--.(rJ.c.,..;en ~.,~-t f'tJQf'n r~~?'Ji--
~O"""""n~?~:~
~F'=~,~:--,Q.;-w;
...ent.o
~::x:::...-<::
~;
Lt....J).
-r:n=~
,....,..
-f;::'
-n•-1---l
f:.1
V....
~9
I
•
._.-.,
FIRST AND FINAL ACCOUNT OF LOUISE S.WOLFE,EXECUTRIX OF THE ESTATE OF JEAN
MOORE,A/K1..!f.K.JEAN MOORE,DECEASED
The Accountant is charged with the following:
As per Inventory and Appraisement
Additional Assets of Estate:
1.Prudential Insurance Co.dividend
2.Torrance State Hospital Refund
3.Torrance State Hospital Patients Fund
4.Torrance State Hospital Patients Cash Fund
.'"Total Assets of Estat~
Total Amount of Credits Claimed by Accountant
Balance Due
46.34
124.20
277.90
3.38
55,457.15
41,787.87
".
The Accountant claims credits as ,follows:
Date Payee Remarks Amount
2/17/69 Torrance State Hospital Decedent's care $173.70
3/19/69 Ferguson Funeral Home ",Funeral 1,693.00
3/21/69 Internal Revenue Service 1968 Income Tax 20.84
3/27/69 Louise S.Wolfe Re-imbursement expense of trip
from Allentown to Charleroi,
probate Will,47.00
5/7/69 Russell Marino,Part payment,Inheritance
Inheritance Tax Agent,Tax,6,000.00
5/7/69 Louise S.Wolfe,Advanced Executrix fee,2,000.00
6/1/69 Adrian V.Sannier,Esq.,Re-imbursement costs advanced:
1..Probate Will 20.50
2.Valley Independent Advt.10.50
3.Washington County Reports 14.00
4.File Inventory 3.005.Guy Rogers-Probate costs 15.00 63.00
6/7/69 David P.Scholl,Grave Marker,140.00
6/13/69 Louise S.Wolfe,Advanced Executrix fee,.750.00I,",
12/1/69 John L.Begg,M.D.Medical care,24.00
1/14/10 Louise S.Wolfe,Balance Executrix fee,22.85
1/14/10 Adrian V.Sannier,Attorney's fee,2,n8.29
1/14/10 Russell Marino,
Register of Wills,Filing Account costs,16.00
TOTAL----------------_______________$13,669.28
Washington County ReportS
63 SOUTH MAIN STREET
Washington,Pennsylvania
(PUBL.ISHED 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 COUNTI 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 this 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:
..........Ap.r.i.L.l0..,17..,....z.4.,.J..9..0..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
this affidavit av~hti~e.plae and cha~act5r ofI..e pabli io are true.//,IL/c.y /"'1{Z ~1 C:._I ~--_."'·..·..···········..·..·..·..·..Edi;:;;
Sworn to and ubscribed before me this.....24:s~~:o£.......Ar>;r.i.l..ij :,196..9.....
.........~'.:t,~~.......~......d
N ry Public
KATHERINE C.YARD,Notary ublic
Washington,Washington Co.,Pa.
1-----.--llly-C.QlJljl1issio!1-El!l!jr~s _
Estate NotIces
The Register of Wills has granted letters,
testamentary or of administration..in the
following estates.Notice is hereby giveit
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•
• • •••• • ••• • •• • • • •
MOORE.JEAN,a/k/a K..JEAN
MOORE,Dec·d.
Late of Borough of Charleroi,Wash-
ington County,Penna..Executrix:Louise S.Wolfe,19M S.
Sixth St..Allentown,Penna.Attorney:Adrian V.San!1ier,411WashingtonAve.,CharlerOI,Pa,
~-----------------~.
Proof of Publication of Notice in -fhe Valley Independent
Under Act No.587,Approved May 16,1929,P.L.1784,
as amended by Act.No.51 of April 24,1931,P.L.67
State of Pennsylvania
County of Westmoreland }ss:
Personally appeared before me William H.Pore,Secretary of Mon Valley Newspapers,Inc.,a Penn-
sylvania corporation,publisher of The Valley Independent,who,being duly sworn,deposes and says
that The Valley Independent is a daily newspaper of general circulation in Fayette,Washington,and
Westmoreland counties,Pennsylvania,and elsewhere,published in the City of Monessen,Westmoreland
County,Pennsylvania,that it was established June 28,1902,since which date The Valley Independent
has been regularly issued in said county,and that a copy of the printed notice or publication is attached
hereto exactly as the same was printed and published in the regular editions and issues of The Valley
Independent on the following dates,April 8.1969
April 15 ana 22.1969
\
STATEMENT OF ADVERTISING COSTS:
Adrian V.Sannier,Attorney at Law
My commission expires
day of ~.::.=..:::..::=,iJ'=--...""n
,letters-testam;ntar;-on the estate of-I
IJean 'Moore,a-k-a K.ean Moore,lateof'BorOLJg'h 'of •Charleroi,Washington
:'county,,deceased,having been granted
-by the:Register of Washington County,
.
notice.''.is.~Ji'.erebY given to all persons in-debted :to said estate to make immedi-
ate payment,and to those having claimsagainsf~the same to present them with-
,out delay to louise S.Wolfe,executor,
'1936 South Sixth Street,Allentown,Pa..Adri"an V.Sannier,Esquire,attorney,
,411 Washington Ave.,Charleroi,Pa.
I 4:8,15,22-'__.'._.._.-,__.........-l
Affiant further deposes and says that he is General Manager of The Valley Independent,a
dolly newspaper of general circulation,and as such is authorized to verify the foregoing statement
under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertise-
ment,and that all allegations in the foregoing statements as to time,place and character of publica-
tion are true.)==y-d~J?~c=::
COpy of NOTICE
411 Washington Avenue
Charleroi,Fa.15022
TO MaN VALLEY NEWSPAPeRS,INC.,-DR.
For publishing the notice or advertisement attached hereto in The
Valley Independent on above stated dotes $10.00
Notary ,:$.,50
Total $10.5>0
PUBLISHER.'S RECEIPT FOR ADVERTISING COSTS
Man Volley Newspapers,Inc.,publisher of The Valley Independent,a daily newspaper of general
circulation,hereby acknowledges receipt of the aforesaid advertising and publication costs and certi-
fies that the same have been duly paid.
L-~__~_
MaN VALLEY NEWSPAPERS,INC.
Bv 4/8/69
.STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The within named Accountant being duly sworn according to law,deposes and says that the above account
as stated is true and correct as Sh.e...verily believ~•
Sworn and subscribed before me thiS !?.
day of iAcALMJ;-------;;;;::L--
-----r--------&------------------
FAYE E.RinER,Notary Public:
Allentown,Lehigh Co.,Pa..
My CommiS$ionExpir~f!brulrY..Il.,1-913.
~_~~1,j1,/~_
Louise S.Wolfe
Washington County,ss:I do certify that I have given legal notice 'to all persons
concerned of the filing of the within account in the manner
prescribed by Sta'tU'te and Rule of Court,as evidenced by proofs
thereof f;led to Na_b_3_-:.70::h ~
Witness my hand and official seal thiS ~.._ _ .
day Of....~. .---19..ZQ..
J
Register
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3Jn tQr (@rp~an6·alourt of lIa6~ingtnn (ttnunty
In the matter of the Audit of Account in
J
Estate of ~~A.u Itool<ti
TO THE AUDITING JUDGE:
A!/{[/4 No.6'1 _~---'-'-.~=----7J.--'19__,A. A.
/J /'/.0 "'\-/n ~I,Enter·....;rn~c..,e:r"l=--appearance for·_-..!.n'...L.~'-::..='-':....=:::....!:::..,:-c,......,::::....,L...1r:::::I=-L,..-=-.!..-_
(J
-b -1-11 ~"7'/day Of._~q--f--.,~IlLL,/(~C=--..c../7-'--,19_0_
N.B.-Counselshall,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.
1 .,I ;
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'031lj
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate FormJ
Estate of JEAN..MO.O.BE.,...a/.kLa..K JEAN..MOORE .
Deceased
No 99::.25.7..
Fiduciary..Louise..S•..Wolfe _.
Date of Date of
Decedent's death..F..eb.r.uary..~6,...l9.69."'"Grant of Letters.fe.'b..r.uar.Y...21.)..19.69..
This is the F.irst..and..Final _account filed in this estate
;". .(;~...
If there have been former accounts filed in this estate,list file number or number and term N~m~.
Election to take
Under or Against will.(cross out one)
Date Election Place of;
Filed Recorq ':.,.:.:...
Name of surv'iving spouse None.',..:.
List issue,where material:
None
Did decedent.marry after execution of will?(indicate)XIX.No.Any children born after execution of will?(indicate)
~.No.If answer yes,name them .
......................................................__-__-.._-----_-__-_.______--.:-!.-.-:------_-_.
Leg,atees
Elizabeth Moore Perry
Relationship
Sister
Interest
Res iduary-
Legatee
Fiduciary,if deceased or not sui juris
Deceased -Lillian Swartz,
Executrix of the Estate
of Elizabeth Moore Perry.
List,if exceptions to above:
If 'partial intestacy,give facts:
Adeemed:Revoked:Lapsed:Abated:-Give Cause:
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.~
If any exception give cause:.
File copy of Notice
and date of mailing ~r.~h..3~..:t:9.1Q \:.
Is estate subject to the filing of a Federal Estate Tax Return?No .
o ~•
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.6.,000..00 .
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,tog-ether with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give reference to such ports 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
J ~"
.,c .'
.....'i......
Balance for distribution per account,
Itemize any additional debits not shown by account:
None
Total aCiditional debits (Add)
Itemize-any additional credits not shown by account:
~l 1 J
.J
Income Tax-1969
Total additional credits (SubtraJctlO
Balance for distribution
$N.Q~.~__, .
$176.81
$.1.7.6.•.61..
$.Jg.,.7.~.7.!.~.7..
·f
$.41.,.611•.06 .
If balance for distribution is not in cosh,list each item held in kind,giving appraised Value (or distribution Value);
All assets in cash.
l.
.~
f \
If Family Exemption claimed by Petition,give place of Record:None .
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.None .
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:
The entire balance of the estate after deductions are made for the balance of the Inheritance
Tax owed is payable to Lillian Swartz,Executrix of the Estate of Elizabeth Moore Perry who
died in Westmorel~nd County,Pennsylvania,and letters being issued by the Register of Wills
of Westmoreland County,Pennsylvania,to Lillian Swartz on March 26,1969.
COUNTY OF WASH INGTON,55:
COMMONWEALTH OF PENNSYLVANIA
The above named Fiduciary or representative thereof,
being duly swom.doth depose and say
that the facts set forth in the foregoing petition are true
to the best of he.r-knowledge and belief.
.........S-WQrn to and subscribed before
me thiS ~~.day of .March ofo•••••••••••••••••••19.10 .
Signalu.e of Office.....~c':"&~L..__...
Title of Officer :.!I..<?~../f2~Wt:L :.
Office exPires &.I.f...I9..73 .
FAYE E.RITTER,Notary Public
Allentown.Lehigh Co••Pa.
My Commission Expires Februiry 'i7~1~7,~
And your petitioner will ever pray,etc.
.t.t~;1 .LJ.~.
.'
•1
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..
No.__69-~251 _-_._--_..,__-----_._------_.._---,
Estate of JEAN__~BE:,__a1kla _.__."
c
K....J.EAN..MqQRE~__·\:_·_·_·-'-_·_--····D·~~~~~~d·-·..._.
!
.~~f ~>-,
~;".s l.T ~Fiduciary....Lo.m.s.a.....~.~Q1J.e...._...._.._
(
PETITION'SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
"\1d "00 NOlvNIHS'IM
SllllA .:i0 H31SID3tl
ONI \'~TFISSOB
~.
Counsel of Fidutiary,will submit herewith the
following,in confo.r.m'ity with Court Rules
adopted effective Dece~mber 3,1951,being
rule No,9:po rag raph b-c;and divisions
,thereof:shown6n.,pages 23-24.
1.Written praecip,es 'of all Counsel in the
case.
Copy of orde"rappointing Guardian ad
litem,if pertinent..
Copy of Order appointing Trustee ad
litem,if pertinent.(,
Proof of service of above.
Letters Testamentary or Administration
C.T.A.or an~attest copy of Will.
Copy of inventory and appraisement.
Proof of advertisement of grant of letters
if riot filed r'ith account.
Certificate cof liens in case any of the
funds for distribution are from judicial
sale of reaLestate.cSignedanditemized elections if any
distribution in kind.r ,
Copy of FederaFEstate Tax return if es-
tate is subject tbereto..'-
2h 21 ~ld IE H~~01.,
~(.1;'--1 I JJ~;J I .~J
>.:
'.......
......._AdT.;\.m1-_.~__§~~:.t_~.~_~_ ,
Attorney
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;....
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-61
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March 20,1970
Mr.John Hana
Audit Clerk
Orphans'CQurt of Washington County
Washington County Court Hous~
Washington,,Pennsylvania 15301
AREA CODE 412
483-8066
IN RE:ESTATE OF JEAN MOORE,a/k/a K.JEAN MOORE
NO.69-257
Dear Mr.Hana:
Please consider this as an Addendum to my Audit
Petition in the above Estate.Please note for your
records that the decedent,Jean Moore,a/k/a K.Jean
Moore,died on February 16,1969.She was sUEvived by
the sole heir under her Will,Elizabeth Moore Perry,who
was a sister of the Decedent.
The said Elizabeth Moore Perry died on March 16,
1969,and Letters on her estate were granted to Lillian
Swartz by the Orphans'Court of Westmoreland County,
Pennsylvania,on March 26,1969.
Inasmuch as Elizabeth Moore Perry was living at
the time of the above decedent's death,she was the sole
heir of the above estate.We,therefore,request payment
to be made under the Will to Lillian Swartz,Executrix of
the Estate of Elizabeth Moore Perry..
2£1/7
Y
'--..L.--/-'--'e---
Adrian V.Sannier
AVS:cgb
Mareh),1970
Hrs.Lillian Swartz,
70THenry Street,
Belle Vernon,Pennsylvania.15012
IN HE:ESTATE OF JEAN HOORE a/k/a U JEAN HOORE .
NO.69-257
Dear }~.Swartz:
You are hereby notified that the hearing for Audit and
Distribution for the above Estate is on the Audit List to eOl'nmence
on l-Tonday,};arch 16,1970,at 1:30 o'clock,P.11.,E.S.T.,in the
Orphans'Court of WBabington County»Pennsylvania.
Said Audit will be attended by Counsel for the Estate
and you are not required to attend unless you desire.
Very truly yours,
Adri2n.V.Sannier
AVS:kt
Copy of this letter was sent to:
Lillian Swartz
/
Iu t1Je C!tnurt at Qtmmnnu 'leuli nf DJuli4ingtnu Qtnunty•
.Jeuuliyluuuiu.ODrp4uuli'~~!i~liin~0-7 r
ESTATE OF No.257 of £969
Jean Moore s/k/a In the .matterofthe:_F_i_r_s_t_sn__d_F_ina__l_
K.Jean Moore,
deceased.
Account of__L_o_u_i_s_e_S_._W_o_l_f_e _
Executrix
ADJUDICATION AND DECREE
Additional credit s8ked at audit
SCHEDULE 'OF DISTRIBUTION
Balance~----------------__
And now March 0."1 6J ,19 70 ,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
ther11ith~bolal}ce for distribution in the hands of the Accountant is determin'ed to be
$,bll.Ob 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.I~g.
Balance per account,-.:._
Deduct Clerk's Costs &Receipts~_
Attomey A_d_r_i_8_n_V..;;.._S_8_n_n_i_e_r _
4.8.0p
$41,563.06
_".,.""."~8 •.o1:~~.~:/t',&>.~(fr2'~f:-<QRussellMarino,Agent,transfer inheritance tax,~":t~_!!'F/~rA;
$4O,aoS.
Lillian Swartz,Executrix of the estate of Eliza~
bet~Moore Perry,si8ter,now deceased,residue,.
&.o80S.02
No bel.nce
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Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF .WASHINGTON .
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
,the Inheritance.an!!Estate Tax 1\ct of 1961.)
....J~~.p,.M9..9..;t;.~..J...~..l.~.l~......K!..J~~.~...~90.r~......
(State full name of decedent)
IN THE MATTER OF THE.ESTATE OF
Late of Wa.s.hing.tQn.}
AFFiDAVIT OF
.............EXECUTeIt r ix
l\BMINIM'It2\TOItCounty
::.:.:=::::~~:::~:'!~::::::~=}p,
......Louis.eS Wo.lfe ,............................. .
of the estate of the above-named decedent being duly sworn,deposeS and sayS
Eucutotrix
Decedent'died .......Feb.ru.a.ry ..l6...,..
(Month)
.........,19 ......Q.9.....,r testate 'leaving a last will,copy of which is hereto attached.}
(Hay)(Year)Lintestate
.Name'~nd address of attorney or}
other authorized representative to.
whom all correspondence should be
mailed.
That as such e..~.~.~.4.t.r.J.~deponent is familiar with the affairs of said estate and the property con-
(Exl~cutor·Adm inistrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
None
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 full v and in'detail all the
real property in the Commonweal th 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 credfi"i;;'b~nks
of deposit,savings banks,trust companies,or other ins titutions,whether individually,or,.in'·trust·fO,r
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'!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 a.re owned at the time of death;all wearing apparel,jewelry,silv~rware,,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,wi th 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 payabl~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 schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.·It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true 'answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transfe~ee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.Ther,~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 individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power at~ached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's Will,if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly With another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of
death;taxes accru~d 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","en,"E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ..
....,..jl day ofW;\Y.19.Q9 L-S~£~~~~•••••••_
FAYE~;;~~~~·······!!·············,e~·······./.23..6.T~--;;·N~-;.~!t._~T./.l£?:.._.-
~~e¢::~i~s~~~g~~i~;s P;~bruarY \7,\973 ..4~.?f!ir:.~M¥~!lf::1~~~1~1J!·..../..·r.~·~·-:..·
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.
i
RCC-34 (1-64)
•COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BU~EAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
lEAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
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.
The real property located In the Commottwealth of Pennsylvonio should be (1)(2)(3)/described by lot and block number,street and street number,together with DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accr.ued Interest on mortgages,etc.,are DEATH In this spoce)ta be listed on Schedule "F"and must not be deducted from this schedule.
N 0 N E
"
Insert this total opposite "real property",Schedule "A"in the X'X X X X
"As Reported"column on the last page of this return.
RCC-35
'.COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
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 any undistributed
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 ESTIMATED
VALUE MARKEl'VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1.Pittsburgh National Bank,Charleroi,
Pennsylvania,checking account in names
of Jean Moore or Lillian Swartz.This
account was owned solely by the decedent,
Jean Moore,and Lillian Swartz's name was added
to said account for convenience only and
not for purpose of vesting any ownership
or interest in said account to Lillian
Swartz.
Balance at date of death of Jean Moore.
2.Western Pennsylvania National Bank,
Belle Vernon,Pennsylvania,Savings
Account #12577,in mames of Miss Jean
Moore or Mis.Lillian Swartz.This
account was owned solely by the decedent,
Jean Moore,and Lillian Swartz's name
was added to said account for convenience
only and not for the purpose of vesting
any ownership or interest in said account
to Lillian Swartz.
hiu./;;.u dW/rYvT"L tf/ll1tl JrJ;eIJ 9-F-C:J~
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X
53,751.61~UJ1L.&
55,005.3:
RCC-30
"
•COM!lfON'\'EALTH OF PENNSYLVANIA
Tfu\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)_N~o,--__
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent'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)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)_~NI.UoQ,--_
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)_~N~o~_
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others _
(7)Did decedent in his 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)-~N~o~---
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)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 beneficiarx reserved in the decedent alone.or the decedent and others?
(Answer yes or no)__~~O __
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.
•
.CCM\ldNWF!\1.TH OF PENNSYLVANIA
ht\r\SFFlt INHEltlT/\NCE TAX ,_
ItF.~IJ)Ei\T DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I\STRlTTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly
wi ih 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.
DescriPtio-;of Property,Date of Acquisition,Nam;-!unit -perce~t~~----E;tat;--r
Address and Relationship of Co-Owners,and Place ,Value Share Valuation
of Record of Instrument,where_Real__~state._1 1_
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
1.See Schedule B attached hereto.I
The bank accounts set forth I
therein were both joint accountsl
in name only and therefore were 'I
reported as personal property
of the decedent,Jean Moore.'
j
I
I
I I I
Value of Value of
Entire Decedent's
Property Interest
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.L~_N_O_NE_--,j
•
•RCC-37 (12-63)
C'0l\1l\10N\\:EALTH OF PENNSYYLANIA
TRfltNSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
(
h
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
Elizabeth Moore Perry sister yes sui juris residuary legatee
703 Henrv Street &devisee
North Belle Vernon,Pa •.
-
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME
Elizabeth Moore Perry
j
DATE OF DEATH
March 16,1969
RESIDENCE
703 Henry Street
North Belle Vernon,Pa.
-------..
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
Will
Administration (No.
D<THE
Year ..
(Executor-Administrator
must complete "As
Reported"column #1.)
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en en 0.....,="'0...,ro e.........Il'en 0:><'"C '0Il'ro0-.......en 0 ~'0
t%j ro....
en ~~Il'~ro
ii,"•
"I
'i
'1
Jean MOQre,a/k/a
K.JeanM()o:r:~'.
Deceased
Late of Boroughof.Charler.oi...
enc:~~;>=:0
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q ~~~--
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"
~.
-0:::r
r-....
.{:"'
Washil1gto~
Commonwealth.of Pennsylvania ~'C~
._.C"">',
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REJlbRiri;!ND mRAISAL:fJ':.-'__p ';1 ;2.:f".j I!!
_,-"VJ.'.'.--,F".f'".-o·..-"~.,.c'>·~.-.#~-..,.....~~'I ----.:..;""0.-->o ~,';:::;"j:;;~;:;
>(,1')0..;-.
County of
Adrian V.Sannier,Esq.
411 Washington Ave.
Charleroi,Pennsylvania
15022
-00 -00 -00
.~
hoo
.~
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~-Y!>-00
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'"t:l
(t .~8"tv....-2.::lr::c..-.•
Form RC C·lO,
.-04
""'OFFICE OF THE
REGISTER OF WILLS
STATEMENT OF DEBTS
AND DEDUCTIONSOFCOUNTY
AND AGENT OF THE COMMONWEALTH
Register of Wills,Agut
ESTATE OF JEAN MOORE,a/k/a K.JEAN MOOEirE OF -"Wwail;ls;,uh....i..nAli!gt-l'tLlOa....n~Co....l...m...t...yH,J---AP.....e...nn.......s'T1-yl.....Lvan-...ilo.la;i;.J.L-.-__V "
DATE OF FILING APPRAISEMENT DATIi:OF DEATH _FoL.Jiieb¥....rn__a....ryil-...l.:::!6~,_l""'9.:::!6:.L9 _
DATI!NO.OF
VOUCH';"NAM;:OF PAYEE REMARKS AMOUNT
2/17 69 Torrance State Hospital,Decedent's care,173 10
,Hnme 1 69~,00
~/?l 69 Internal Revenue Service.1968 Income Tax,ro 84
3/21 69 louise S.Wolfe Reimbursement expense of trip
from Allentown to Charleroi,
•1.T':""\."£1'\
f../7 f..Q Adrian V Sannier.Eso ••
J:''J
Reimbursement costs advanced:
_.-......lJ';"
Valley Independent,10,50
,I.nn
File Inventory 3.00
63 00
140 00
'>.77,>Be;
24 00
2,118 '!J
16 00
176 81
~~iA)
Gu.v Rogers-Probate costs 1r).00
Attorney's fee,
-
Medical care,
Grave Marker,
Filing Account costs,
19p9 Income Tax,
-
Internal Revenue Service,
Russell Ma,rino,
Jolm L.Begg.M.D.
Adrian V.Sannier,
David P.Scholl,
10
10
70
69
69
2/11
-~
6/7
1/J.4
1/14
1?/1
---+---t---+------------------+-----------------+-----t----
II "01".....,..
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF J.!?H /r:;y
I,Tall;se S.WnJ fa HEREBY CERTIFY,THAT.TO THE BEaT OF'
~y kNOWLEDGE AND SELIEF,THE FOREGOING IS A JUST AHD TRU e:srATEMENT OF D2:BTS,FUNERAL EXPENSES AND EXPENlID OJ"
ADMINISTRATION SUBMITTED TO THE EST"TE OF .Iean Mon~!kla K.Jean :ij)ore DECEAeSD.All DEDUCTIONS FOR
INHERITANCE TAX PURPOSES.V ~
::"::)D.Y.....:--f..-~J.WHIg <L.IS.)
SWORN AND SUBSCRIBED BEFORE ME THill _-.;;.~....'-.J=__.....rf
==::Ma:1!G~_ha,\::.,L.7:~-.~,:;;;::('=<==Z:V'Tr"'_-,IC-;e~~~~:;,o:::V _
FAYE E.RinER,Notary Public
Allentown,Lehigh Co.,Pa.
My Commission ElCpires February 17,1973