HomeMy WebLinkAboutOC1969-0269 - ESTATE OF MCGREWlu tilt oraurt af oramm~u JltUS af lfus4iugtau orouuty.
Jruusylnuuiu.®rp4uuli'oraun iittisinu
ESTATE OF
W,Eanl McGrew ,
No.63-69-269
In the matter ofthe Firet and FiDel
deceased.Account of_--=D;:::a~n:.=:i~e....1..........0.....__T....8-ry~J....o..r _
Executor
ADJUDICATION AND DECREE
And now June /P,19.fe-,this matter came on for hearing,
audit and distribution at this session and testimony taken;and'tnereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$l~344.Jt and the account is accordingly confirmed;and it is ordered,
adjudged an~decree that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
SCHEDULE OF DiSTRIBUTION
===-====================:=====:=====
Balance per account _
Additional debit asked at audit
Additional credit asked at audit
Balance,_
Deduct Clerk's Costs &Receipt::o..s _
Attorney Alvan T,I,e;tb1906Law&F1nance B1dg.,Pittsburgh,Pa.,
15219
Russell Marino,Agent,transfer inheritance
tax,$191.65
Interest from 4-24-70 to 6-29-70 2.07
Anna Muriel McGrew,widow,1/3 residue,
Geraldine Taylor,daughter,1/3 residue,
1081.00
17,673.38
~~-,:lhf~7 (/tf1;;;/~Itlt.7r
193.7~l~e'/QllIu~
15,117.91 ~~
5039.31
5039.30
Daniel O.Taylor,Testamentary Trustee for Jack
A.McGrew,son,under the terms of the will,
1/3 residue,credit to be taken by the accountant
for funds in the amount of $700.00 advanced prio~
to distribution by the court,I
No balance
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LAST WILL AND TESTAMENT
I,W.EARL McGREW,of Peters Township,County of washing n
and Commonwealth of Pennsylvania,being of sound mind and memory,do
hereby make,publish and declare the following to be my Last Will
and Testament,hereby revoking any and all will or Wills heretofo e
madE~by me.
FIRST:I direct my executor hereinafter named to pay my
just debts and funeral expenses 'as soon as conveniently may be
after my decease.
SECOND:I direct my executor her~inafter named to sell
my real estate located in Peters T01tmship,Washington County,
Pennsylvania,within a reasonable time after my decease for as
good price pOSSible and to pay the monies derived therefrom into
my residuary estate.
'l'H;rRDt I direct my executor to divide my entire restduar
estate into three (3)equal shares,which I give,devise and
bequeath unto the following named persons and under the following
conditions:
(1)To my beloved Wife,~NNA MERLE McGREW,I
give One (1)share,absolutely;
(2)To my daughter,GERALDINE TAYLOR,Wife of
Daniel O.Taylor I of East Aurora,New York,I give One (1)share,
absolutely,and
,(3)To DANIEL O.TAYLOR,of East Aurora,New YO~k,
my son-in-law,or in event he predeceases me,then to my daUghterl
\
(1)
,
GERALDINE r:I.'l\.YLOR,of Ei:1st Aurora,New York,I give One share
IN TRUST,HOWEVER,for the use and benefit of my son,JACK A.
McGREW,now living in Danville,Virginia,for the fOllowing
uses and purpos~s:
-..'",";,',.,.:,iL •~"
~"'_.~~''''''-.:''*'~''''''''"'-'4'''~-.,
"
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,(b)As much of the principal of this trust .,
'.1
as my trustee may from time to time th ink advisable for the at
comfort and support of my son,Jack A.MCGre~or during illness
emergency,shall be either paid to him or for him or else applied
directly for his benefit by my trustee.
(c)The interest of the beneficiary '0.£thi ;i
trust shall not be subject to anticipation or to voluntary or
involuntary alienation.
(d)Upon the death of my son,Jack A.-MCGr w,
the then remaining principal shall be distributed to the then liv ng
children of Jack A.McGrew,per stirpes,absolutely.
FOURTH:I name,constitute and apPoint my son-in-law,
DANIEL O.TAYLOR,to be my executor OC this my Last Will and
Testament,and should he,Daniel O.'raylor,fa il to qualify or
".,,'
'.,,.
.1.
,
~f".
".t'\cease to act,I appoint my daughter,GERALDINE TAYLOR,as executr'x ~
of this my Last Will and Testament.
I di.rF-~ct that my personal representatives and trustees,
as well as their successors,shall not be required to give bond
for the faithful performance of their duties as such in any
jurisdiction..
IN WITNESS WHEREOF,I,W.EARL McGREW,Testator above
named,have hereunto signed my name and affixed my seal this (1J;-.r'
~__"""",""---••~~"",,L...,.~L_,1967.
£''''''I't·..'.:)';'-~.I:/...J.-'/..,,~_.~-_,/.',;C#i~"$~()~".::l;"'''-k('',,4c:T G;fr~..,:7,....-:....:..::..:....SEAL
Signed,sealed,published and declared by the above named
McGrew,as and for his Last Will and Testament in the
presence of us,who have hereunto subscribed our names at his
request as witnesses thereunto,in the presence of said testator,
and of each other.
•I
-------------------...,/
Affi~auit OOf 1fxrrutnr (@r A~minilitratnr
j;tatl'of Jl'nnBgluania.t 55:
cnounty of BaB~ington \
Personally before me,the un~~ld8~t¥:lo~~~:.~.:!~~.~~..in and.for said
County and State,appeared ,;who,beIng duly
sworn accordine:to l.aw..!deposes and says that he is is the eJfecutor or administrator of the estate ofw.Ear~)4.Ct7rt:lW •
..............................................................................................................,deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of..w.!~r.±..M!?gr.~y.,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named Executor Administrator.IJ __
day of=:~.S~b!.~~:~..~;:7~§~th;.,....3.<1d..l.~...~..(f).~.~.~...._...
.i,;r:g;'7..A.-I.t?'..Executor·:?···~R;-RLJii,j·..[:..·ivWE·KS..· · ·V
Notary Public.Pitt:bLr:;h,Allegheny CO~..;DITIONAL INSTRUCTIONS
1.An~:tlV'e11lt(lfF;~f)jlri:ust;)be:fiIed: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-303,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding ~opy 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....
l.uututnry aub "'ppraisemeut of the goods and chattels,rights and credits which
were of ~~~:.~~~.~.~!.Jate of ~.~~.~.:r::~';r.!?~.~J?..
Washington County,Pa.,taken and made in conformity with the abcroe affidavit.
Personal Estate
Real Estate:
DOLLARS
none
CENTS
ALL that certain tract or parcel of land situate in Peters
T8'Wnship,v.ashington County,Pennsylvania,bounded and describ d
as follows,to-witl
Beginning at an iron pin in the eenter of a Public Road
commonly known as the Venetia";Bower Hill Road,said pin is
located·North 200 20'Dist one HUndred Thirty-seven;and 71/10
(137.71)feet fram the corner of lands of Latimore,
sam Vetteri and now or late of Albert Fitterer et UX;thence
along the line of lands of ta.timore North 20~20 E at
Five Hundred Thirty-Nine and 70/100 (539.70)feet to an J.ron p ~
in the boundary line of .6 .eIatimore and now or late 0
Albert Fitterer,at ux;thence along theline of lands no\V or 1 te
of Albert Fitterer at ux south 530 34'East Two HUndred Twenty •
Nine and 77/100 (229.77)feet to an iron pin;thence along the l:me
of other lands now or late of "Albert Fitterer et we,South 17~4'
West "Five Hundred Forty-six and 90/100 (546.90).feet to ~J.r n
.in the center of the Venetia-Bower Hill.Road;thence alongdth
penter line of said l)ublic Road North 530 3~'Wes~,Two Hun re;if't~three and 90/100 (253.90)feet to an J.ron pm and the
place of beginning.
th tract or parcel of land which Milton E.H~drick
.d ~EIN~H:d:i::his wife,by.their deed dated August 29,1 952~d of~ec~rd in the Recorder of Deeds Office of _abington 00 jmty.
;ennsylvania in Deed Book Volume 842,page 638,.conv~yed unto
W.Ee.rl McGrew and Mabel V.McGrew,his wife.The saJ.~Mabel V.McGrew
died August 13,1959,leaving W.Earl McGrew to surn.ve her.
Value - - - -$23,000 00
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63-69-269
Inventory and Appraisement
IN THE ESTATE OF
.................!!.~~..M.~.gBmw....:L :..'..Deceased
Filed ,19 .o
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v-C")c::-.:.c -(n ::Jt::::en ,~::::=-r--""_-4'":::c:
G"J r':"l IT!'.1'"-4 ~r--'·.AJ ..
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:z:~_~..'0('")OJ::''~"-0'"o~:::::r'•_..-....J.r-~
""U :z:F'Vl>~O T"'V-e:-
Alvar T.Leith'
Attorney at law
1906 raw and li'il1aliCe Bldg
Pittsburgh,Penna.15219
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,\:'AT 1-5008
~9
AT 1-5009
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0/(1:er /1Pa-y-5:J-
FIRST AND FINAL ACCOUNT
of DANIEL O.TAYLOR,Executor of the Estate of W.Earl McGrew,
late resident of Peters Township,Washington County,Pennsy1vani •
THE ACCOUNTANT CHARGES HIMSELF AS FOLLOWS:
Inventory and Appraisement:
PERSONALTY
REALTY
To Conversion of Assets:
NONE
~23,000.00 $23,000.00
Loss on Sale of Real Estate,
McCombs Road,Peters Township,
Venetia,Penna.
Appraised at $23,000.00
Sold for $23,000.00 less
expenses of sale:
R.J.Roth Realty Co.
Commission of
Sale $1610.00
7~mo.1969 real
estate taxes 271.80
Local transfer
stamps on deed 230.00 2,111.80 Loss
Rebate of fire insurance on house
To Investment:
August 27,1969 -Time Deposit
Account No.711473,Pittsburgh
National Bank -interest gain
to March 2,1970 on $19,000.00
TOTAL DEBITS
TOTAL CREDITS
BALANCE
THE ACCOUNTANT CLAIMS CREDITS AS FOLLOWS:
2,111.80 10 s
$20,888.20
25.00
560.15
$21,473.35
4,880.97
$16,592.38
1969
Edward B.Laughlin,Inc.Burial expense $1,308.00
Cyril \ilecht,M.D.Doctor for deceased 5.50
W.L.~1"i1son,M.D.II II II 7.00
F.J.Buckley Ins.Agency Premium on bond 110.00
Feb.10,Donald Satina Furnace Repairs 36.10
Mar.22,Buch~r Service Co.II II 13.25
Mar.12,Bucher Service Co.II II 20.00
1969
Mar.3,Russell Marino,
Register of Wills
Aug.19,Washington Co.
Reporter
Jan.15,Metropolitan Ins.
Co.
Jan.20,Floyd McConnell
Feb.2,Bell Telephone Co.
Probate of Will and
1 E.P.of Will $11.50
Adv.Letters 16.50
Blue Shield and Blue
Cross Prem due at death 26.87
Stone for driveway 18.00
Phone calls due at
Death 29.00
Feb.5,Canonsburg Hospital Phone calls due to
death 12.59
Feb.17,John C.Ward Rental of wheel chair
for decedent,last
illness 25.00
Grass cutting
Hauling rubbish
Stone for driveway
Apr.4 Walter Caprini
Apr.28 John Van Voorhis,
Venetia,Pa.
May 2 Paul C.Anthony
May 2 to Aug 18 David Sumney II II service
20.00
56.00
20.00
52.50
May 5 Somerville Equipment
Co.,Washington,Pa.Repair to tractor
July 9 Steve Hyrb,Jr.Painting house and
fence,prep.for sale
64.69
300.00
Aug.17 A.G.Miller
Jan.Justabout Farms,
Inc.
Hauling rubbish
Homeowner's insurance
on house,due at death
8.00
46.00
Jan.toAug.Gulf Products Furnace oil for house 92.22
Feb.25 Kurtz Monument Co.
Alvar T.Leith,Esq.
Mar.30 Anna Muriel McGrew
Russell Marino,
Register of Wills
Russell Marino,
Register of Wills
Grave marker for
decedent's grave
Attorney fee
Family exemption
Filing Inventory and
addle costs
Filing this Account
125.00
1,429.25
1,000.00
12.00
16.00
~4,880.97
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 ap,pear,ed before me,a Notary Public in and for said County
and State,.RiG.h.~.rQ.s..!!Q9.W.~D.,who being duly s,worn
according to law,deposes ,and says that he is the .~.~.~.I.~.t~XY ..
of the Obs'erver Publishing Company,a f'lennsylvania corporation,and its
agent in thi's behalf;that the said Company is,the owner and publisher of
the Observer-Reporter,succ'essor to The Washington ObS'erver,established
Septembe,r 18,1871,and The Washington Reporter,established Angust 15,
1808,a daily news,pape,r of general circulation,printed and published and
having its place of bus,ines's at Washington,Washington County,Pennsyl-
vania,where it or its predeces,sors have been established and published
cO'ntinuons'1y for more than six months'prior to the publication of the notice
hereto a~ached;thrut the printed notice or advertisement her'eto attached
is a ,coPYJ of an official advertisement,official notice,legal notice or legal
advertis,ement,exactly a,s printed or published in the ObE1erver-Reporter in
its regular editions on the following date or dates;.
,:'1..~p..~~.~.1 ??,~.P.:q ~.~~y ?1 1..?~.?.__..__.
,that neither tlJie affiant nor the Observer PUblishing Company is interested
in the subject matter of s;aid notice or advertising and that all of the aUega-
~,~~,~~thi,affidavit ~tot~'ti~!c::z::;'"Z~=
Sworn to and
W.26752
SUbSCe~b:fore me this....2.....day of...J.u.ly...1.9.6.9gL~:!~;~~y
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6,1972
Washington County Reports
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}SS.
STATE OF PENNSYLVANIA
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 officiaJl legal periodical for said Washington County,published weekly
having its place of business at Washington,Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
COUNTY 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 advertisement 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:
...............J.une 1.9..,..2.6.•....19..6.9..
...............J.!J.lY.:~.,J9..§.9...
Sworn to
......;3.;;d day of..J.u.1:y.,19 6.9..
.........~.~!!:....
otary Public
KATHERINE C.YARD,Not .blle
Washington,Washington Co"PI.My commission Ellpll'll&
Mov8IIlber 1,1968
Estate Notices
The'Register of Wals 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
having claims or demands to present
them for settlement to the Executors or
Administrators or their Attorneys.
••• • •• •••••••••••
II·MCG~EW.W.EARL,Dec'd...-
Late of Peters Township,Washing-ton County,Penna.I Executor:Daniel O.Taylor.391 Lin-den Ave.,East Aurora,New York
I 14052
\
Attorney:Alvar T.Leith,1906 Law
&Finance Bldg.,Pittsburgh,Penna.,-15219
STATE OF PENNSYLVANIA,
WA5Im~Q1!eN COUNTY,
IIJ.LECHAly
~55:
The within named Accountant being duly sworn according to)aw,depose s;lnd says that the above account
'.as stated is true and correct a5.-h~L verily believe,s.
Sworn and subscribed before me thiS..3Q~.....
day O,f ·7~··:.·~?:~.~h 19.7.9 .
-,-~~;;I~----------
SHARON L.MYERS Notary Publ ic
Notary Public,Piltsb~rgh,Allegheny County
My Commission Expires february 26,1973
Warshington County,ss:
~(J).T~..._-__.___-__..____-..
Daniel O.Taylor
I do certify that I have given legal notice 'to all persons
concerned of the filing of the within account in the manner
prescribed by Statute and Rule of Court,as evidenced by proofs
thereof filed to No,.k..3.::...10.--:...I.6k ,
Witness my hand and official 'Seal this lf~.
daYOL------~-------------------c:wi.-~19.70..
.....~~mJ1JWYk~Y .._ .
Register of Wills
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,....So4,....0 ...Oi :::l 0rd....0~.w,0(I):::l ~:0 ~0 CDtil<:)u!.c:I ....~ttl <:)(I),....0<F f L E0,(l)Xi 0 ~~t)ril:.......:CD(I)""9 ..i :0 :>,
So4:'70 t1AR 31 PI1 27 : 0
Q)rx.12 .,~~0'.-I!o!<:):...0 ,.'iE 0 ~\.0 t5 lUi .-I,.....N
r;i1 :9 '+',N ~::>i W<Eo<~.,...{!IU,:i<i \<:r;i1 ~Eo<I:r.ii 8:RUSSELL MARINO !"d "iUJ.U "0:~IS)0'r;i1 ~t:REGISTER-ol
\.0 ~i 0\OF WilLS ...-~lUi ill \.::.-Ii WASHINGTON CO .•PA.+'I rn
~.w!(I)!'MCD YM(/},'.-i'CD .~-\.0 So4'~:.c:Ii;:+'a•.,...{!IU!0 0'-:I:r.i\C!:~
ci "d ~~z <a>....
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The Court is respectfully requested to determine
proper distributioA this estate.
"l
~1t t4~Qruurt uf Qrummuu Jl~an nf lIan4iugtnn Qruunty
®rp4ann ~Qruurt iiuiniun
In th~matter of the Audit of Account in
'-
Es,tate of W.EARL McGREW,
Deceased
.i .."
TO THEA:UDITING JUDGE:.(:-
#63 -69 -269No._---"_--'--'=---_..:....=.._---.:.:=..:;.c=---_
Enter my-'--appearance for DAN__IE_L_O_._T_A_Y_LO_R,-=--_Ex_e_c_u_t_o_r_a_n_d_A_C_C_o_u_n_t_a_n_iJ__
in above Estate
___---'day of •19~
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate conetse state-
ment in that regard.
I
i
No.63-69-269
In re Audit of Account in Est8Jte of
W.EARL McGREW,
Deceased
II
AUDIT
'rartipr fnr'1\ppraraurr
FOR
DANIli:L O.TAYLOR,
Executor and Accountant
?E ;:;:l "":;-P
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0<;0:r=::;;
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!>U>0 N/
AlVaI'T.Leith
1906 law and Financ'e Building,
Pittsburgh,Penna 15219
281-5008 2:3.1-5009
Attorney
~2
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'-""'.•'
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form~
Estate of ~.~~~E~~.<::~E.~~___..___.
Deceased
No E?}-::E?~-::?§~.._ _A.A.
..Daniel O.Taylor,ExecutorFlduclary_.
Date of Date of
Decedent's death J.anUar.Y-2JL ~9.6.9...__.Grant of Leltters March..3.,J.9.6.9 .
This is the ~.~.::~:~~.~~~.~.~~.~account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term .
...............................................................~9.~~.
Election to take
Under or Against will.(cross out one)None
Date Election Place of;
Filed _Record _.....•..........._._..
Name of surviving spouse Anna..Muriel..McGr.ew _:___.._ _ _ .
List issue,where material:
Geraldine Taylor,daughter
Jack A.McGrew,son
Did decedent marry after execution of will?(indicate)WS.No.Any children born after execution of will?(indicate)
~No.If answer yes,name them ___.___.__._.._.~..
Leg.atees
Anna Muriel (Merle)McGrew
Geraldine Taylor
Jack A.McGrew
Relationship
widow
daughter
son
Interest
1/3
1/3
1/3
Fiduciary,if deceased or not sui juris
Daniel O.Taylor,Trustee
for Jack A.McGrew
List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause:
No exceptions
If partial intestacy,give facts:
No partial intestacy
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.bbtx
If any exception give cause:.
File copy of Notice
and date of mailing............................................................................................................•......"...•••.,,.,,._.".•,
Is estate subject to the filing of a Federal Estate Tax Return?No .
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..~.
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
Not applicable
Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
/
Balance for distribution per account,
Itemize any additional debits not shown by account:
Proceeds Metropolitan Life Ins.Policy on life
decedent
Accurnulate~\intereston the same
~.
of
$1000.00
81.00
$1,6.,.5.9.2.•.3.8 .
Total additional debits (Add).--.. .w·-.".\.r-"_.;.Itemize any,addltlOnql c'redlts not 'shown by account:
l ~."~Daniel·-0.a'ayler,Accountant I scornpensation. . _.
Commonwealth of pennsylvania,
Payment on Inheritance Tax
Total additional credits (Subtract)
/Balance for distribution
$~Q8J.O'Q .
$1429.25
900.00
$23.29 2.5..
$~~!.~~~.~:f.~~.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
~~'
1..._,.__,••_~~'~~,
If Family Exemption claimed by Petition,give place of Record:.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.
Family Exemption claimed by widow,Anna Muriel McGrew $1,000.00
List any advancement or..distribution,on,account that has been made,and nature and amount of same:.
~ack A.McGrew,legatee,advancement in cash $700.00
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:
Anna Muriel McGrew,widow
Geraldine Taylor,daughter
Daniel O.Taylor,Trustee
for Jack A.McGrew,son
Allegheny
COUNTY OF WP\SttiN€ffON,55:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly .swo.rn doth depose and say
that the facts set forth in the foregoing petition are true
to the best of..~.~~knowledge and belief.
····to and subscribed before
me this..~~~.day of ~19.7.CL.
Signature of Officer.,..'......•.~.~
Title of Officer o•••••••••••••••••,NQ.t.ax.y....P.u:b£{c .
Office expires ~/;J.~.?D.".r••~~,••.~,H'Ei·~5.•..•..•.••.•..•••.•
Not3ry P~J..".P:Lb~rl:h.Allegheny County
My Commission E.~piies February 26,1973
1/3
1/3
1/3
And your petitioner will ever pray,etc.
........................01 "~"!'..",,,':'!'"~..
Estate of W.EARL McGREW.......- - ---- - -.--_--_---_..
<\
j\
No......§}-::?~-::~~~.~A.A.
Deceased
Fiduciary P'.~.~.~.~~~.,:~.aylor-------------------------
Executor'
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-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 Wi II.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.'
~~''
~,~
........................l .._!••-.--',-.-"---_.:__...
Attorney
~2
'Vd "08 N01~NIHSV'fA
SlllM dO H31Sl03iJ
ONnJ7l'\TI]SSnH
91 II wv ai Hnr OL
en ",'_R:,'I ,IU.::i I :'1
r
Form OC Div.91
lin t~e ilatttr of t~e tstate of
W.EARL McGREW
DEOEASED
.-
..
lJn lqr (1)rpqans·C1!ourt mtntston of tqr
WASHINGTON
Qtourt of aIommon JUras of ~
C1!ounty JrnuBylnania
63~69-269
No.~'--_
1Knnw 1\11 ilen 'iy m~tst 'resents,that I,__A_NNA__MU_RI_E_L_M_C_G_REW _
DANIEL O.TAYLORdoherebya~knowledge to have received from._--,-_
_-E-x-e-c-ut-o-r----_---------:------the sum of FIVE THOUSAND
(EXEOUTOR.,...ADMINISTRATOR-THUSTEE-GUARDIAN)
THIRTY-NINE and 31/100-- - - - - -...- -($5,039.31 - -...)Dollars
m:x.x----------------------------
in full of the amount awarded me under the decree of the Orphans'Court Division of the Court
Washington
of Common Pleas ofl~County,Pennsylvania,entered at the above number.
And I do further authorize and direct the Clerk of the Orphans'Court Division to
enter a receipt on the Audit Docket in my name,place and stead.
,JIIllitntss my hand and seal this b~y of_---=Jc=u=ly'--,19 70
r
'c
63-69-269
NO.~'---_
AUDIT VOL.PAGE__
fRetetpt
ESTATE OF
W.EARL Me GREW
_~EC~~D
c:::J '
.t I
...
~~::uC/)fl'1:::t:l~5:?~0)<..n?::-i (.I)~..,1 rt"t-i----l ~,;r--!a ........'r'''-;;;;;:c,
C")~"I :'\:-;'
o ~.i:--.:~::.o
<:1;:':;::0..'~.-•C/)a
c,_.r::::::?r--..
(0
:t::.......::::r-
~
.r:....__,..
.f~i
ffl
t'...:;..
'r Filed _
Fee
Alvar T.LeithAttorney..:....-_
1906 Law and Finance Bldg.,
Address-pj:ttsburrll.Pa.15219
Form OC Div.91
lin t4r iluttrr of t4r tstatr of
w.EARL McGREW
DEOEASED
lln l~t ®rtt~anllt orourt iliUillt,·on of t~t~t r~t ~S]i}NG!~k,~t,
Qtourt of C!!omman 'ltall of ~
oraunty 'tnusylnania
63-69-269
No,~'----_
i(uulU 1\11 ilrn my w4rsr Jrrstnts.that T,GERALDINE TAYLOR
DANIEL O.TAYLORdoherebyacknowledgetohavereceivedfromL _
EXECUTOR
(EXEOUTOR-ADMINISTRATOR-TRUSTEE-GUARDIAN)
THIRTY-NINE and 30/100 ---- -.........($5,039.30 -......)Dollars
m~----------------c----------
in full of the amount awarded me under the decree of the Orphans'Court Division of the Court
Washington
of Common Pleas of~County,Pennsylvania,entered at the above number.
And I do further authorize and direct the Clerk of the Orphans'Court Division to
enter a receipt on the Audit Docket in my name,place and stead.
lIitnrss my hand and seal this_--=-I_Ad_day of July ,19 70
~~.~~(SEAL)
,(Geraldine Taylor)
.'
63-69-269
NO.~__
AUDIT VOL._
i&tteipt
ESTATE OF
PAGE·__
C)DE~Jll_A~ED
l
w.EARL McGREW
~::;''.1
:t>Fl :::c
«()(,)c:-
-''''-'-(r;::::::0")rf}.z ---f rn{-;-")rn r--:"'~j ;lJ ~--
:2 C)_~
.....e.-)"~".;-
(.)-::;>o ::E:;:o.-",.-0'0»(./')
"~--.'
c.....=
.Le)
:t=:>
-~--'>.
c:;:)
-....,..-.....~,;
~......_~i !1
t.~'-~J
'"'
Filed _
Fee .~~_
Attorm~r Alvar T.Leith
190 Law and Finance BldgAddress~ttsburgh,Pa.15219
-
·.
;
Form OC Div.91
lin t~e flatter of t~e Estatt of
w.EARL McGREW"
DEOEASED
4',
lin 1~t OOrpqun1l 9 <11ourt linillion of t~tWASHINGTON
Qtourt of QIommon 'ltUll of~
<11ounty Jtnnsylnuniu
63-6~-269
No·-.......,ImI..---_
1Know .2\11 fltn fSu W~l'St 'restnts.that I,DANIEL O.TAYLOR,TRUSTEE FOR
JACK A.McGREW,son,unaer terms of the Will
do hereby acknowledge to have received from.---=D=-=~===__=O:.........::.TA:.:.YLO=·:.:::R~,_
(EXEOUTOR-ADMINISTRATOR-THUSTEE-GUARDIAN)
THIRTY-NINE and 30/100 - - - - - ---- -__________________($5,039.30 )Dollars
m as follows:Five Hundred Fort and 50 100 540.50 Dollars sent to
Jack A.McGrew on March 28,1970;Seven Hundred $700.00)Dollars sent
to Jack A.McGrew on March 3lst,1970 and $'Bree Thousand Seven Hundred and
Ninety-eight and 80/100 ($3,798.80)Dollars on June 29,1910 all of which
make the above total of $5,039.30
as trustee tor Jack A.McGrew,son
in full of the amount awarded m'under the decree of the Orphans'Court Division of the Court
washington .
of Common Pleas of ~County,Pennsylvania,entered at the above number.,
And I do further authorize and direct the Clerk of the Orphans'Court Division to .
enter a receipt on the Audit Docket in my name,place and stead.
*lIitntss my hand and seal this I -day of~,19_70__
Witness,~~~W ~&n SEAL)
(Daniel O.Taylor,T ee under the
will.)
j'.'.~'.I'I~'.'.,'."._,1'.,_,,.,.....'••j.'t .~•,•• ",t .~I I~t 1,1,"7-.....~-....
•
,1,'....,.
.'
63-69-269
NO.~__
"
,i
AUDIT VOL._
1&rrript
ESTATE OF
Iw.Earl McGrew ...
PAGE__
!
£I
,~.t,_
'..
<.
~--..'-,~,:::0>Pl ,-
(/)(;")---
----(f)
::::(f)(t)
;;r:=-i tTl
C}m r"-~-1 ;.(.:;l .~-.
::;:C."..--.--"q ~7::,_
g :t::~~
:...:7::
-0 'Ov»en
--.JDECE'A~EDe::;,
C-.r::::,.....
f11
<':.0 c:;
'0;;....~
c;::)
<.
Att<2rney
~~ddress~~
~t;,<"
';r..
c
"""'''''0''•'";.~",J
''';{
.~
~~",,","-I
-~
Filed ~__
Fee ~_---,--,----':"-
Alvar T.Leith J
1906 Law and Finance Bldg
Pittsburgh,Pa.l5~
17
-
Form RCC-33
It~SIDENT DECEDENT
••
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF WASHmaroH .
.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
theJnl1eritlince..lin!l.Ef!ta.teTax A,ct of 1Q61.)
,IN THE MATTER OF THE'ESTATE OF }.w.'EA,Bl,MoGBEW ..AFFiDAVIT OF
-...........................·i·St;t~..f;:;}i..·;;;;;~..·~i..d;;;;J~~t·)................................................................EXECUTOR
ADMINISTRATOR(.ate of·~:waoh1ngt.on ", , ,..;,.......................County
i'lvania:.:.~=;::::.-_.:::=:_-=},,'
..............DANIEL..:.O•...,,'lAILOR ..
of the estate of the above-named de~edent being duly sworn.depose,and say •
Executor
Decedent'cUed ...,Januar;y.24.th.............
(Month)
.........."19.....69......;..r testate leaving a last will.copy of which is hereto attached.,}
(Hay)•(Yl:8r)Lintestate
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.,
AlVfiU"..T :Lo.itJ2,,,.
19061Avr .~..~c;~B\.l~~~.
.f1ttoburgb"Ponna.15219
That as such ..~~~~~.:":.deponent is familiar with the affairs of said estate and the property con-
(1';xccIItor·Admini.tra!-or)
stituting the assets thereof and their fair mark.~t value.
That at the time of death thefE~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 THI S SAFE DEPQSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR.NAMES OF HOLDERS TO DECEDENT
J!nml:
.,
~-...
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 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 andlllade part hereof sets forth fully and in detail allpersonal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treasury certificates Or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreemen!,they'
are designated as tax free,of the United States~or any state,or political subdivision thereof,or of
any foreign country,which are owned at the tillle of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture~horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated
market value thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent
at the time of death,and all p~omissory notes or other instruments .in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated faIr market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable
to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent ~t 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 maybe 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 Aeath,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the.case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.Therl~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,orjointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by t~e will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and mSde part~hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fUlly and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including fUneral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fUdiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims OWing and unpaid at time of'"..death;taxes accrued chargeable for period prior to decedent's death (except.those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this \.
3 ~-._/1 J1................,~day of :.y:#~u.19..'-0..
SHARON L.MYERS
Notary PUblic,Pittsburgh,Ailegheny County
My Commission Expires February 26.1973
mmL:(Q;~~.....---....."..
(E:reC'Utofl·~iti·a.·.ff/
.....&.9.l.L1ad.n AI'.eaue :::~_..
..(Street Number)
..Ji."r~~r.9.J'.h N~~IQ..r.~~~.~.~..
(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
DEP'ARTMEiH OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDUlE "k"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held,as joint tenant or tenancy by entireties,report on Schedule '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 Commonwealth of Pennsylvania should be
descrlbed by lot and block number,street and street number,together wi th
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 encumbrances 'upon each parcel at death
of decedent.Taxes,assessments,Qccrued interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
ALL that certain trt1,ct or parcel of lud situate
Pfi.....'l'owneb1».\\Uh1ngton eouuty,,Pennoylyam.a.
1IW:lded and 4..~l'1bfld as follo'n.to-_*.
DOW or lato
aCiUDh'B .t an iron pil'l1n'the,oenter of a .Publio
RPacl CQDDO~known AI the Venetia-Bower HiU Road,
.aiel pin 1.looated North 200 20'East One amQre4
ThirtY-BeYen and 71/100 (137.'71)teet trom tho co r
ot laD.ot lAthore,sam Vetten aD4 DOW'
or lat,ot ~tt.reret ux,thenca alo~the
l1».e of ~of ,latimore
IS.North 20 20'Eut')'i.e amdred '.n11riy-»1ne ancl
70/100 (5$9.70)t ..t to an iron pin in the Bo1uncitU'1l
11Da of 'Latlmore and now or late ot
Alberi ritterar,et UK'thence alo~'the Una,of
now or la"eol Albert Fitterv .t WI:SOutl1 5s9 8"
alt 'l'IO amclred Tweutynine an4 "/100 (229.'11)te
to laD il"On piDs thenoo alQg'the ~ot otho,.
of Albert Fittere,.et Wt south 17 54'we",n:~o
HwtArad Fol"t,-e1x and 90/100 teet to an 1rozl p.iD
theceator of the Ven.tu-Bo1J8l"H:l.U Road.,th...
aloq the oenter Uuo of wd'.P\lbUc RQacl North 5S0
34'weri,Two .timdn4 .F1ttr-Three and 90/100 (ass.)t..-t to an iron pln and.the pla.ce ot boginniag.
BEIHG the •••t··ract 01"parcel of land wh1ch Jrfilto
i.Hnrick and :uv,L.Hetriok.hU wite,h"the1rd."dated A\&gUe't 29,1952.anr1 of record in the
Record.,of n.ed.Off'ce of \\laeblngtoD Count",
i'..,lYUia in'Deed Book Volwqe 842,page 658,
com.,..UIlto w..~1 YcGre.and Mabel V.UOOrow,
hU wife.The aa1d lIAbel v.IlcGre1r died Auguri'
13,1969,leaYlng Vl~IiB.rl~1ICGre1r to DU~Ye hor.
,,...""~.
(NOt••Thi.property sold by J)mlel O.Tqlor•.
EIl.cutor 011 Auguat 9,1969 toJob 'i'.SUbnck aJlI1
ratAtnao T.Ntsbet.see deed,bOok Vol.13Q3,pas.
UU.Couident1oD --$23,000.(0).'
jf).~8M -r:~~~.rr~·
{---//{p'j .f~~
Insert this total opposite II rea l property",Schedule IIA"in the
liAs Reported"column on the lost page of this return.
xxxxx
RCC-35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".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 or or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule•.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKEl'VALUE (Do not write in
this space)
,
NOD
,
Insert this total opposite "Personal Property",Schedule "B"in X X
the "As Reported"column on the last page of this return.,
RCC-3~
rommN"IK\LTH OF PENNSYLVANIA
TTL\NSFER INHERITANCE TAX
~SSIDENT DECEDENT
SCHEDULE "c"
TRA_NSFEIlS
(1)Did decedent,within two years ofde.ath,make any transfer of any mater!al part of"t2.is estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)D¥_
(2)Did decedent,within two years of death,transfe~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 heal th at time of ma,king 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
consid~ration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)__N~O __
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adeq\late 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 e~joyment of or the right to income from the property transferred?
,(Answer yes or no)__~_O _
(b)The right to designate the persons who s1l61 possess or enjoy the property transferred or
income therefrom?(Answer yes or no)- _
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others -::---:-_
(7)Did decedent in his lifetime.make a transfer,the consideration for which was wnsferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or 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 lfOiCh could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)_
(9)If the answer -to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)__
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION 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.
..I ~•
ReC-38,
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
with 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 under 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-owners to
the decedent.
Description of Property,Date of Acquisition,Name Iunit
Address and Relationship of Co-Owners,and Place Value
of Record of Instrument,where Real Estate.I
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION~Do not Write
In This Space.
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.
4 •1 •
,.
RCC-37 (12-63)
CO,n\l)~\\"E:\I.TlI OF PE:'I::'\SYYl.:\7';I:\
TH:\NSFEH.l:'l:lIFHIT:\I\'CE TAX
RESIDENT DEl'EDE!'\T
SCHEDULE "D"
BEj\EFICIARIES
\
h
-
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other-are involved,set ~TATE YES
BIRTH IN ESTATE
forth this fact.)OR NO .....wise,in estate)
ANN~-.e~.._VA'"one-third
__-:"'ent 1408 ...
waeh1Dgto111'an Apartments
A _•••
,,"V"II.,
-Pn..wa'"I-..·~..,.
GERALU:WE UYLOR.dawchter Yes ·.......
391 Ltr:ulQ :Ayenue~~.-,---..-v-I "1~"..v ....·..,.'"
...._-n ....._..-_.I-........L.......-._.-._--_.----...----------HOWEVER FOR JACK A.McGREW'in tnaet tor
391 Linda Avenue 8011.......L u.........•An";n
~..,............,.........,...
-.
:.
..
:.
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
~63 -269~No.
D<THE
Year 1969
\
(Executor-Administrator
must complete "As
Reported"column #1.)
a ....,>-c:1 ::c..,..,(1)(1)
0 ~..,~'"::l '"'"'"-0....,.....::l >-c:1(1)~..,
~..,..-0xtil"Cl~>-c:1 (1)cr-..,..,
~0 ~"Cl
~(1)..,
'"........'-<~....(1)
,.
..W•.EARL .Ide GREW .Deceased
Late of.Peters Township...........;....--.....
/
County of ..vve.f3~lbpgtol1.enc:::
~~>-::c
en en en ~
(')(')(')?"?"?"q ~~---
-00 -00 -00 -00 -00 -00
t'\:)m >-.w '"...
I
:..
0 g'§'::c~8 (1)-l-I','0...~.IQ'-'
8 '8 .....:(1)_: .c..,
'\
~
~
._,--~
-~-......'"..-•.
nJ:
r::J..
-q
-0::"';::
I'"
...
--..l::;E ::0 C)
~~~REPORT AND (APJ'ft'J\;ISAL ~~-U?-~J:::([):jJ ...-4.
;;::-l r.t '.)c')rn r-
-l ::0 r--o ._..'
-~:;'1 r=
o ~--~_...o .......,'.}.--..r ~~.~
ALVAR T.LE~a;(;"'___
Attorney at ·!a.w en
1906 !a.w and Finance Building
Pittsburgh,Penna.15219
CommoTI\\'ealth of Pennsylvania
-00-00-00-00-00-00281-5008
281-5009 :~:
.~.".
o
()
o·
O.
~.
~~
,~tJ
;;':;.---
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o ~.c..
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37-191-9
r
RCC-81 (2-84)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
DA.1'JIEL O.TAYLOR
IN YOUR REPLY PLEA••
REPIER TO
j
In Re:Estate of --:.:\i,:.•..;.;E::;:'ARL==...:.!'.:.::lc~G::;:RE::;;:.:.:W~_
_____ltl_AS_H_I_N_GTO_N County - F11e No.63-69-269
Dear :Hr.Taylor:
You are hereby notified that the original
appraisement in the estate of lie Earl McGrew
has been filed in the office of the Register of Wills Qf Wasbin~tQn
County on April 13 ,19-19.Said appraisement reflects the
following valuations:
Real Estate _-..;,,__....:;:2;..:3.1.'~OO;:;;;O~.~O;:.;:O~_
Personal Property .-
Transfers --__--
Total .....2..,l,3".,Q~Q'_'lQ""·o.lQ4Q'--_
As to such tax that is paid within three
death,a five (54)percent discount is allowable.
remains unpaid after one year from date of deatn,
of six (64)percent per annum is charged.
months·from date of
As to any tax that
interest at the rate
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
~KDl'llOC~
Date April 13.1910
Signed Iv.R.CHANEY,CHIEF APPRAIS1'R
Title ail e,~4 52'4~1Z
DATE OF DEATH:January 24,1969
Note:This is not a bill.
,...
"'CC.'-39 ls+6B)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of M:;:c:.::G::.:RE1=.:..:.WL.'__..:.1t~l.-=E=AR=L=--DATE OF DEATH
(Last Name)(First Name)(Initial)
1-24-69 FILE NO.63-69-269
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","8","C",and "E".
Dated:-::0,.,:.4_-:;:::13:.----;7.--::0,--_
01-24-69
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
__L
23 nnn Y)
2'3.000 00
$?~nnn nn
2'3.000 00
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$--------+--
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
annuities .
ESTATE TAX ASSESSMENTS
:---1=-=1=
FOR USE OF REGISTER ONLY
Tax on $-----------1--
Tax on $----------I---{
Tax on $---------1--
Tax on $----------1--Tax on $-+__
Exemptions========t==
Total Estate -L-__
TOTAL TAX
6%
5%
10%
15%
*
COMPUTATION OF TAX
$--------+---
$------~-
$------~-
$--------1---
$--------1--
$--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 :::::::::::=t=====
BALANCE OF INHERITANCE TAX DUE $±=
Add interest at rate of 6%from
_____to $-----
AMOUNT OF ESTATE TAX ASSESSED $------lL-
Estate tax paid $---ll-
BALANCE DUE $-~~
Add interest at rate of 6%from
------I:to-----$-----~t=
TOTAL TAX BALANCE $------~,
PAID $....J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration t No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
...W•..EAFrL..M.cG.Fl.~V
Deceased
Late of .
County of
..PETEftS...'r\'JP..~.
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~
{I.-
I r
Fonn RCC-2
DATE A,pril...l..3.L..l..9..7Q..
.:DE!'Alt'i'MENT OF REVENUE
BtjREAU qF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
f •'..I
APPRAISEMENT
COUNTY
FILE NO.
'vJashin?ton...,,.,9., .
....,..??:9..2:.?..9..2 .
Whereas,,,.~1.~~!3:.:r.+.N:9.g:r..~w.late of , ,?.~~.~.~::;~.~..~..
in the County of \IJ.!3:.~.@.ngt..9.D:Commonwealth of Pennsylvania,having died on
the ?4 t..h day of January 19 ..6.9.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W.~.:R.~Qh~~y....................................;an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
. h it t t th I f 1 11 tIt h f t i te tIIIeranceaxesaeawucoaeraraeonanysucuurenres.
I
Unit Appraisement
Description of A•••t Valu.s Made for Inheritanc.
Tax Purpos••
$
REALTY:
See copy of Schedule "1\',"attached to appraisement 23,000 00 I
I
Total 23,000 00
I
~avi~g been duly ~worn according »0 law,I do hereby Cerb~fYha~t above appraisement is made in con-
formIty WIth law on thIS .13 ~.day of ·7/..1·. ."""'5"....19 ~C5•
...Lt/U..'.-.""~'?2Lo/..~C\,......(~;;;.;..;~)."~
\..k(j.................,Penna.
.WASHXNGTQN....County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
W.EARL NcGREvJ
Deceased.
Late of
PETERS TWP
Date of Death,J.:9.!l~~y ?4.".+..9.7.Q .
Appraisemel!t Docket Vol.,.3.7..
Page,.l.9J,~9 No 63.~69~.2.69 .
Filed in Register's OfJice,.,I\,P;r.U 13."19..7.Q.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,
Appeal f,.om Appraisement,..
Entered and charged,
..
",.
I t
I
DEDUCTIONS ALL:;:~IN '"gl (
THE SUM OF $O>lH.H
APPROVED . .&-::.1.1,:79'....
Peters Township
STATEMENT OF DEBTS
AND DEDUCTIONS
w.EARL McGREWESTATEOF LATE OF -=-:::c--
AND AGENT OF THE COMMONWEALTH
OFFICE OF THE
REGISTER OF WILLS
washingtonOF COUNTY
.,
Form.RC C·10'
~~h 31 1970 Jant1~~24,1969DATEOFFILINGAPPRAISEMENT_.=ll/JQ,=r..::.c:::..-='!..::.:~:....__DAT5 OF DEATH '-__~_
SHARON L.'"{;ERS
-Notary PUb/'P'IC,Iltsb~rgh All hoMC'.'eg eny Countyyomm'sslOn Expires Febnmy 26,1973
COUNTY OF Allegheny Jss.
Alvar T.LeJ.th,Attorn for above .estate
I,-------------------~~~---__HERESY CERTIFY,THAT.TO THE BEaT OF
MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A .~uS't...ANI TRU GsrATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES orr
ADMINISTRATION SUBMITTED TO THE ESTATE OF vr.mr Me rew ~.p.eED_5'""AS DEDUCTIONlil FOR
INHERITANCE TAX PURPOSES..(~~•~~._1 L ..f...~(,~~,(L.S.)SWORN AND SUlllic:RI8ED BEFORE ME THIS .;L 7~DAY Of'may 70
•~<14Y'-d 52<In !.cd
196@ATE NO.OF (l..~A A~N~~.OF~"!k.E _~~~:,REMARKS ~MiUN~VOUCHE"
-v"'"~......-....."VJ ....."..
A,pr.14 Edward B.Laughlin,Inc.~neral expense tor deceased 1308 00
Jan Cyril Wecht,M.D.Doctor tor deceased 5 50
Jan L.Wilson,M.D.Doctor for deceased -7 bow.
Sept.26 F.J.Buckley Insurance Ageney Premium on·executors bond ll~00
Feb 10 Donald Satina Furnace repair on estate house 36 10.
Mar 22 Bucher service Furnace repairs 13 25
Mar X12 Bucher service II~..20 bo
Mar 3rd Russell Marino,Re~~ste~ot Will~Probate of Will and 1 E.P.oMll 11 50
Aug 19 Washington County Reporter Adv.letters 16 50
Jan 15 Metropolitan Insurance Co .due at death 26 87BlueshieldandBlueCross..
Jan 20 Floyd McConnell stone for drivewily 18 bO
Feb 2 Bell Telephone·Co.,phone calls dUe to death 29 00
Feb 5 canonsburg Hospital Phone c.:alltr due to death 12 59 ,
Feb 17 John C.ward Rental 0Lwhe~i chair for decedelt 25 06Let:I.mess
Apr 4 Walter Caprini /Hauling rubbish-to sell house 20.bb
Apr.28 John Van Voorhis,Venetia.Pa.stone tor driveWaY 56 bb
MaY 2 Paul C.Anthony I-c-u:t:t~raas :t.Q...S.ell-housA ...bi'J r,"-.,
MaY 2 to Au~.8 David sumney Cutting grass i3er'JTic~monthL 1::.'"I E.i'\.-.----......-
MaY S Somerville Equipmeut Co.,wash.P~•Repair to_tractor--~-~o~.-
July 9 steve HvYb.Jr••Painti11E!..house:':and-lence-:f'b"%'-s"alE -JT:1v ·....v
AU~17 A.G.Miller Hauling rubb~sh to sell house ,..I "'....
"-
Jan Justabout F'anns,Ine .'HOine owners insutan~.e On house lite 46 bb
Jan•.o Aug ~st ..O~~fuei-6-m~nt~$";;;;;At<.'.~Gulf Products'.'...-...,..<-r--...IV Kurtz Monument Compa.ny Grave marker for deceaent 125 00Feb25...."........'.L,..Ad",~~1"1 A.,O 1i)J::Mar ~ts AoIo'............-"-,.
Daniel o.'!Wlor,executor ..Accountants compensation ~.429 25
F11 oj ¥l~Inventorya.no:aci.a.'.L cos-Gs ..
~~~Ru.ssell MarJ.no,RegJ.ster Of Wills .L~'UU
i ....\1.,...-4 .1:1+'':'''tit'w-i"IA li'i1:inlZ this account 16 00.Mar C'&,:)MMONWEALTH~P~W~~tVANIA ..............1'....."'.....I.,VV'".
TOTAL .......A,3,6 'lC:.-