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HomeMy WebLinkAboutOC1969-0403 - ESTATE OF ROSS-~~----·-·~-~-----------------~--~-------------.......... PETITION SUR AUDIT Testllte Form } IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of .............. ~~V.P.J?...JlQS.S. ....................................... . No .... ~~~---~~--,~~-~~-~ ... !!-..• ... 1!:.~---················· Fiduciary ........ ¥.~-~~-~~-~--~~~-~---·························· ... Deceased Date of Date of Decedent's death_~--~~-c!~-~-f:J~-~-·::~~~T .............................. Grant of Letters .... ~~P.~~~~~=---~-~----~-~~.?. .................... . This is the ......... ~-~-~~-~---~~~--~-~~-~} .............................. account filed in this estate If there have been former accounts filed in this estate'" list file number or nu;..,ber and term ........ J{!?.~~---·············· .......................................................................................................................................................................................................................................................................................................................................................................... Election to take Not applicable Date Election Place of; Under or Against wi·l!l. (cross out one) Filed .................................. Record .. ; ......... , ................ . Name of surviving spouse ...... ___________ --~~~~--__ . ____ . __ . ____ .................. ___ ....... .'. ____ .......... __ ......... _____ ... ___ ..... _____ ........ __ .... __ ... __ _ List issue, where material: Did decedent marry after execution of will? (indicate) :BIK No. Any children born after execution of will? (indicate) ~ No. If answer yes, name them ............... -------------------·-·······----------·------'-----------------------·------------·-------------·----·-----------·-• ........................................................................................................................................................................................................................................................................................... 3 ............... i. .............................. . Leg.atees -~~latio~ship Interest Fiduciary, if deceased or not sui juris Frances Ross Daughter Entire estate List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: None If partial intestacy, give facts: 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. :JlitlK If any exception give cause: .............................................. . File copy of Notice and date of mailing ............ ~~~-~~ ... ?.i: ... ~-~~-~---····--·······················: ............. :·········--························--·············--·--·---·-·· Is estate subject to the filing of a Feder<;~! Estate Tax Return? ............ ~~---··················--:.: ............................................. . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ...... N.Q.~~-----······································--.. If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ...................... . None . . --·----------------···------------····,·-------·-----------------------------------------------------------·-----·--·--------------------···----------····-------·--------------------------··- Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. None -"~·<f Give referencUo suc~g:rlt~f the will as require interpretation by the Court; a reference to all questions re- quiring adjudi-etrtion, a;9d ~ S;t~tement of any other _f_acts deemed necessary for the preparation of the adjudication: ::: <~ ~ .. .....:; \. .. 'iCt ~ Lt~ -.. ~ . :ot:l; ~ e.:. ~ r . ~u.:vv rt" -w t-:z lfr-~ V•. 1:} ~ <i..j {J, .:.;:: ~ :::.:.n -::1:1 " ..d ....,,.,. l.!!-. en teO ... ::;:,01\J) :a;:u.i..o,t ~-~ None ...."'.-~ ... --· __ .......... -......... _. __ Balance for distribution• per accout~t, Itemize ·any additional deoits not shown. by account: _· Russell Marino, Register -Refund on cost of filing inventory Total additional debits (Add) Itemize :any additional credits not shown by account-: - $2.00 $ .. ____ ?._~Q~---·················· 5/6/6~-Russell Marino, Register-$bort certificate 5/7/69 -Barbara Craig -Notary on Audit $1.00 1.00 Total adlditional credits (Subtract) $ ... 2 ... 00 ...................... . Balance for distribution $ ... J§_,_~.?.~.!_11;§ ___________ _ $ ... J~-~-~~-?..!.~~----------- If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value}; 'r , ....... ....._,___ ;, } CASH -------~---- If F ·1 E · 1 · d b p · · · 1. f R d· , No petition . · -,-· · · ·. ·-· am1 y xempt1on c a1me y et1t1on, g1ve pace o ecor ·-··········-·· ··········--····-··--------------~----------------·-···-------·---··- ~ • " . .., I IfF ··1 E t .... · .... I·· d ·t ·d·t· · 1·... h. d' b · f Cl · . Frances Ross, daughter am1 y xemp 1on IS c a1me a au 1 , g1ve name, re at10ns IP. an 1 as1s or alm.·-------------·--···--·-····--·--·-·-·----------iftd member of the household of the decedent herewith claims the family e~emption provided by law. 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: ( \ . ,.,Frances Ross -Entire residue ,• COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named· Fiduciary or representotive thereof, being duly ..... ~!~~~---------------------doth depose and say that the facts set fodh in the foregoing petition are true to the best of ...... J1.~?; __________________ knowledge and belief. -··-------~WQ!:~--------------------------to and subscribed before And your petitioner will ever pray, etc. me this.Jtt!JL .... day oL ... M~.Y. .......... ~----··-······--~1 . ~~--c~ 11 .. ~ J. ·~ .. -.A I -£J #. . _ ~ . · ------~~·rtr~----------------------------- Signature of Officer ... ~~~ .. . . . f T ··tl f Off. No-t;ary Public · · --····--·-·-········---·-··-·-··-·----····-··-------------------------------· .. ··-------·· 1 e o 1cer ............................................................... . Office . June· 25, 1970. --expl res ... ,, ............................................................ . / BARBARA CRAIG, NOTARY PUSUC WASHINGTON, WASHING~ON C''' ·~v MY COMMISSION EXPIRES JUiiE 25. 19'~ .................................................................................................................................... , ----.• ~ I / ,:.· -,..J \ .l No. ---~-~~---~-~-}-~~-~L--~-~---~~------------ Estate of ...... MA®J; ... :RQS.~ ........................... . Deceased Fiduciary .... ¥.?:.~~ces Ross . ........................................................................................ PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad . litem, if pertinent. 4. Proof of service of above. 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. McCreight, Marriner & McCreight b¥·--------9---~--·:.? ~~,._, ~-~ . '--~:r.. .. r. ...... v~----·. ~2 At ney .: - ·- ..._'10!."!:=--· -• q.: ;;;;=- .. ·• .... /-··. f4·,* ""~· . ' -- r------------------------------------------------------ ! I 'I I M'l:CREIOHT, MARRINER ~ Mll:CREIOHT ATTORNEYS AT LAW JOHN 1!1. MC:CREIOHT STC.PHE.N 0. MAAR INCA .JAMES C. M~CREIOHT •ao WA.HINOTON T .. U.T eUIL.DINO WASHINGTON, PENNSYLVANIA 16301 AREA CODE •12 PHONE zts-eeoo IN THE COUR.T OF CQMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. I IN RE: ORPHANS'' COURT DIVIS ION ESTATE OF MAUDE ROSS, DECEASED. ) ) ) NO. 403 of 1969, At. A. ) ) N 0 T I C E PLEASE TAKE NOTICE that Frances Ra;·s, Executrix of th~ Estate of Maude Ross, deceased, filed her First and Final Account on Tuesday, April 1, 1969, in the office of the Register of Wills of Washington County, Pennsylvania, at No. 403 of 1969, Administration Accounts,and that the same will be presented to the Orphans' Court ~f .Washington County, Pennsylvania, for confirmation on May 5, 1969, and be called for Audit by the Court at a time fixed by the Court during the week of May 19, 1969, when and where you may appear in.person or by counsel and be beard if you so desire. John, B:.:>Mc;:C~eiglit,. :Esquire __ :: ... :.··· · ·._··:·.). ·: .. McCreight, Marriner & McCreigb~. 520 Washington Trust Bldg .. · Washington,· Pa • 15301 I '' ' ' ,, . Dated ·at Washington i' Pa • · · · · · : ' : , • • • ~ , r • ' • 't, ' ' :. I ~ ' . ' April 2, 1969. . .·~·· r• 1 •. . . . . ' . ·~--. -. -~---,-.· ___ ....,.... __ ---;-:--;:, ' ' \:• ,.. __ ... 'i l\ffi~uutt ®f ifxrrutnr ®r-1\~mtutatratnr ~tate nf Jeuu.ayluauta ornuuty nf lla.a4tugtnu } S!l: ... ~ P II b f th d · d ·h ·t Notary Public · d f 'd ersona y e ore me, e un ers1gne aut or1 y, a ..... '........... . ......................... m an or sa1 County and State, appeared ........... .¥.!'.~~9.~§ ... ~9-~~---····-··-·--·-····-·······-··········-······-.. who, being duly sworn according to law, deposes and says that she is the executor or administrator of the es- tate of .......... M~.~-~~---R~§~------·-----·--·---·------· deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ·--·---~-!J_g~ ____ RQ§_$. ___________ , 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 appraiseg1ent of each item made by the above named Executor Administrator. Sworn and subscribed before me this ...... ls.t .......... } qtu ~ d~ April ~69 ........ ~ ... ) ................................. .. ay 0 ... ................................ ~............... 1 · · Executor-A m~~8l' ......... ~ ................................... .. BARBARA CRAIG, NOTARY PUBLIC WASIIINGTON, WASiiiNGTO~ COUNTY ADDITIONAL INSTRUCTIONS MY:f9MMWl£Ni~HtM_Iy2inifSt 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 ~nd 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 . 3Juueutnry aula ~pprat.atmtut of the goods and chattels, rights and credits which were of ........ ~.~-~~ .. J~~~-~ .............................................. late of .... 9..~~Y. .. .f:?.~ .... !~.~-~-~~~-~~~ ...................... : .. Washington County, Pa., taken and made in conformity with the above affidavit. PERSONALTY: Proceed of life insurance policy number 1188796 of The Prudential Insurance Company Distributive interest in the personal estate in the Estate of Jane B. Tague, deceased. TOTAL PERSONALTY --------- REAL EST:ATE: ALL the undivided one-half interest in and ·to that certain lot of ground situate in the Fifth Ward of the City of Washington, Washington County, Pennsylvania, composed of Lots Nos. 323, 338 and 339 in Clark & Campbell Land Company Plan, which plan is of record in the Recorder's Office of Washington Coun.ty in Plan Book 3, at page 76, said lots being more particularly bounded and described as follows: FRONTING 85.5 feet on tbe south side of East Maiden Street and extending back therefrom of even width a distance of 232 feet to Houston Street; bounded on the east by lot of Atlantic Refining Company and on the west by lot of Harry Thevenin, et ux.: ALSO that certain strip or parcel of land being the eastern portion of Lot No. 328 in Clark & Campbell Land Company Plan No. 4 in said Ward and City, which plan is recorded in Plan Book 3, page 76~ said strip of ground fronting 15 feet, more or less, on the south ·side of Houston Street and extending back therefrom of diminishing width along the western line of Lot No. 327 in said plan, a distance of 150 feet to Springfield Avenue upon which said lots abuts a distance of 10.9 feet, more or less. THERE is erected on the larger lot hereinabove described a two and one-half story brick ·dwelling bouse and frame garage known as 564 East Maiden Street, Washington, Pennsylvania. DOLLARS 509 76 11,131 22 11,604 98 CENTS J ' ... ·-·· ~ ~ -· .. """ ;-:b ...... :<:::; ;! ~--· ~ ...... <:: z .. ~ :tl\ ;! .... ~ c ~ .... ~ ~ ti; ~ t'f1 """ ~ <;f) :;t.. ., ~ t :{/\ :;t.. "'<::!-· ~ :l/l ., ~-~ t'f1 ~-~ I "" '"" ~ ~ ~ . ·, .. ... --~-' ~GJ •1,·:. ;-o .. '. ' . ~-:::,. ~-~- ESTATE OF MAUDE ROSS, DECEA~ED. INVENTORY & APPRAISEMENT CONTINUED. REALTY -CONTINUED This is an interest in the same real estate of which Jane B. Tague died seized February 29, 1964, and which was awarded to Frances Ross, Executrix of the Estate of Maude Ross, devisee, by decree of the Orphans' Court of Washington County dated January 17, 1968, of record in the 'Recorder's Office of said County in Deed Book 1272, page 365. TOTAL REALTY ---------$11,250.00 SUMMARY TOTAL PERSONALTY TOTAL REALTY TOTAL [NVENTORY $11,604.98 $11,250.00 $22,854.98 ...... ., .. -~ ~ 0 l:l; ~ ~ ~ 0 ~ ~ ~ (ll (ll 1-' ' "" ·a-. ~ ... -, en c.o ~~\t q;_ .... ._... c;;-:;: ~ ~ r~;1 ::::=11 f~ ~~ "· . ' STATE OF PEN NSYLV AN lA, WASHINGTON COUNTY, ~ SS: The within named Accountan't -being duly sworn according to law1 depose and say that the above account as stated is true and correct as .......... §b.~----------···-------------verily believe. . . ,{ Sworn ond subscribed· before me this _______ ;J:._!?.,:l:=_ ______ _ . ¥ April 69 day of -·------------···------·--------·-·········---------19 ..... --:··----~~~!Ah_bLq ___ ~---~----~----- • -BARBARA CRAIG, NOTARY PUBliC ~-~ WASHINGTON, WASHitiGTON COUNTY MY COMMISSION EXPIRES JUNE 25, 197B Warshington County1 ss: //2 -····~-~ ~-I~ -----~~w..: ______ _L_ ------··---------------- . Executrix I do certify that I have given leg'al notice to all persons concerned of the filing of the within account in the manner prescribed by Sta'turte and Rule of Court1 as evidenced by proofs ... thereof filed to No .. J/::li.lf.y.Iq?_f. Witness my hand and official •seal this ..... 6: .............. . ~ (, day of ________________ :::::::~_:???~ ~~ 1~ /' ~ ~ ~ E-< "-.! ~ "'1 ~ ~-::::::·~ll:l r:.. 0 r:t1 \'\Ji ~ 0 z l1l ~ ~ ~ :::> ~ ,_..._..~ .... ... 0 ..., Q ;j 0 '-' '-' ~ ul ~ '9 ul a) d ~ ~ ~ ,r·_ .. ,---~ ---.-.::. -----...... .....,_.~_.......... . .... ~ .. -~--- .... ··-'·~., ..... , ... ~ ....... -....... Fl. L E·o, . .. . '69 APR · 2 AH fO Off RUSStll !t~EUNO r REGf~i"fER OF WU.l.S WASE-HNCTOU C(t. PA. .. ~· ... I -;...-:::..--, .._ ~--:-.- "· ..., ... ;j 0 0 ~ Q) .:= ..., 0 .... '0 Q) .... Q Q) UJ Q) ... l=lo ..., >:l ;j 0 '-' '-' ol >:l ;§ -~ 0 Q) .... .:= ~~ 0 . >:l' \\; '0 "J: >:l ' ~ ~ Register of Wills :o 'o i: ~: 'c; :~ 1 ~ :o i 0 : "8 :iE :o : ~ jll:l ;'0 : Q ;ol !63 ~ +J :UJ ~ol~~ <Q • >:l 0 ~ '-' : ... 0 '1-1 ~ .C' ~ ..., >:l ;j 0 '-' '-' ~ ... .8 ~ ~ ... 0 .... .... ~ ~.. -· ~· ,jY i ~ ro ~ ~ -· _---...;, j L_ ~ -· -~ l, ~ ~~:_--~'----------------------------------------------------- '· ~ • 'I• ·. .. ... ,. r \ -/ .. ,., , ., .:,; ...... , The Court is respectfully requested to determine proper distribution in this estate. ·. THE FIRST AND FINAL·ACCOUNT OF FRANCES ROSS, EXECUTRIX OF THE ESTATE OF.MAUDE ROSS, DECEASED, LATE OF THE CI'IY OF __ WASHINGTON, WASHINGTON COUN'IY, PENNSYLVANIA. \.. As Per Inventory and Appraisement $22,854.98 DISBURSEMENTS: Costs of Administration Schedule "A" $2,009.00. Funeral Expenses and Preferred Claims Schedule "B" . ·, 1,923.50 3,932.50 ~· : . •· BALANCE FOR DISTRIBUTION •• $18,922.48 L \ -~ ' 11 "(' • ;" t ~ ~ ( _ .,. ; • 1-I .., I ; ,j o( ' ~ ' \ ~ ~' • • I .,?-' • "' ' . ~ I ' 7/24/67 3/27/68 3/27/68 8/7/68 8/10/68 8/10/68 10/19/68 4/1/69 4/1/69 4/2/69 4/2/69 7/11/6:7 7/11/67 7/12/67 SCHEDULE "A" COSTS OF ADMINISTRATION ' .. Josephine M. Douglas, Register · Letters testamentary .1. · &'1 short certificate Observer-Reporter ·. Washington·county Reports Barbara Craig John D. Woodward, Recorder i,.. ~ ,I ..,, ~.-~t,_··~~-""'Y c fdvertising letters ·Adv~rtising_ letters •. . . , . . . .. I Notary fee "' • •• I· • 1/2.' 'doc.umentary stamp tax· on 'deed McCreight, Marriner & McCreight 1/2 settlement costs 12.5( 12.5( 1.0(] 225.0(] 5.0(] ·Henry P. Bennet 1/2 real estate commission 562.5(] McCreight, Marriner & McCreight Barbara Craig Russell Marino, Register Russell Marino, Register Attorneys fee I Notaries Filing inventory Filing Account 1, 145.0< 4.0~ 6 .0( 16.0( TOTAL •••••••••••••••••$2,009.00 SCHEDULE "Bu FUNERAL EXPENSES AND PREFERRED CLAIMS Brownlee Funeral Home Kurtz Monument Company· Kurtz Monument Company Funeral expenses Monument Lettering on marker 1,824.50 85.00 14.00 TOTAL ••••••••••••••••••$1,923.50 ] " .. Washington . County Reports· ~~mem Washington, Pennsylvani!a (PUEIL.aSHED 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 WASHING-TON ) STATR OF PENNSYLVANIA ( SS. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, depc.ses and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal peri:odical for ,aid Washington County, pnblis'hed 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 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 adver- tisement attached hereto is a copy of a notice or advertisement, exactly a~ printed or published, which appeared in the said legal periodical in its regular issues on the following dates: April 4 11 18 1968 .............................................. 1 .......... 1 ............................. .. ... :!?.~~-yiay of... . .A.P..~.P .................. : ...... , 196.§. .. .. ....... fcd.z;~t.d..L. .. ~r;. ...... l!!.i./7: ......... .. t ry Public -~JbTH£RINE C. VA~D, Not~y Publ . 'Washington, Washmgton _co., Pa. My commission Exp1res November 1, 1969 Estate Notices The Register of Wills has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment. without delay and to those hav- ing 'claims or demands to present t:hem for settlement to the Executors or Admin- istrators or their Attorneys. • • e • • • • • • • • • • • • • • ROSS, MAUDE, Dec'd. Late of City of Washington, Wash-ington. Count~._Penna .. ~-_ . -Executrix: Frances Ross, 564 E. Maiden St., Washington, Pa 15301 Attorneys: John B. McCreight, Mc-Creight, Marriner & MrCreight, 620 Washington Trust Bldg., Washing• ton, Pa. 15301 ,. . ' .I Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May, 1929, P. L. 1784, rus amended. Commonwealth of Pennsylvania., County of Washington, SS:· ........... . Pe-rsonally ap·pear•ed before me, a Notary Public :in and for said County and State, ...... Ri.c.bar.d .... S. ....... C..owan .................. , who being duly s•worn according to law, deposes and says tha.t he is the i.e..C .. !.:y ...... & .. T.r.e.as .• of the Obs:erver Publishing Company, a Penns•ylvanla corporation, and its agent in this behalf; that the said Company is• the owner and J!Hrblisher of the Observer-Reporter, succ'essor to The Washington Obs'erver, established Se.ptember 18, 1871, and The Washington Reporter, -established Anrgust 15, 1808, a daily news,paper of general circulation, printed and published and having its place of busines's at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and published continuous•ly for more than six months' prior to th-e publication of the notice hereto attached; thrut the pr.inted notice or advertisement hel"eto attached is a ~copy of an official advertisement, of.ficial notice, legal notice or legal adve:rtisement, exactly a:s printed or published in the Obsterver-Reparter in its regular editions on the following date or dates; ........................... _ ............ . ............................ Mar.c.h ... 29.~ ____ Ap.ri.1 ... .5 ... and ... l2.,. .... 19.6.8 ___________ ..... . that neither tlm affiant nor the Observer Publishing Company is interested in the subject matter of S'aid notice or advertising and that all of the anega- tions' of this affidavit as to the time, place and chara!Cter of publication are true. .. ........................ f(i:u .. .;.. .. e"'~~-------- Sworn to and w. 26752 subscribed before me this .. l2 ... day of.Ap.cl.L.19.6.8 ~~"a';:?d<.~ . ;'i• ~·~.~rc l WI.SHINGTO~ COU~TY MY [vk)IS) 3~! ~XPIRES MAl' 6, 19.&11 I . i ) Estate of MAUDE ROSS -( ---) In the matter of the· Audit of Account in No. 403 of 1969 ----------------· ~ , A.A. TO THE AUDITING JUDGE: Enter _ __;m;.;..;&y ______ appea.ra.nce for· __ .;::F..:r;..::a~n=c:::::.::e:.:::s~Rol:.:o:::.:s=s..a•,_,:,AA:c::=.:c~o~u~.:::n~t~a""n~t ..... _. ------ McCreight, Marriner a McCreight N. B.-Counsel shall, by separate pa~r. present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated In a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. · J In t!Jt Q!nurt nf ~Q!nmmnn Jlrns nf ltnsqingtnn <ttnunty. Jrnnsylunnin. ®rpqnns' <ttnurt Binisinn ESTATE OF No. 403 of 1969 Maude Ross, In the matter of the First and Final deceased, Account of_--=F~r:....:a:::.n:.::c::..::e:.:s~R:.;:::O.:.S.::..S ___ _ Executrix· ADJUDICATION AND DECREE And now June Z , 19.6.9-, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof te balan~e for distribution in the hands of the Accountant is determined to be $ 1 ,922.4,t1 . and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg.. · SCHEDULE OF DISTRIBUTION Balance per account ________________ _ Additional· debit asked at audit Additional credit asked at audit Balance ____________________ _ Deduct Clerk's Costs & Receipt------------- Atotorney __ ~M~c~C~r~e~io.c:g~hw=t~M:::::ao:!:.r~r..:::i~n~e&.r_&:~M:.:.:c:=;.;C~rt..:e~i=.~g~h;:.;t:..· __ _ Russell Marino, Agent, transfer inheritance tax $357.78 <:/ $ 18,922.48 Interest from 10.-6-58 to 6·16-69 14~90 372.68 $18,518.30 Frances Ross, daughter, residues including Family Exemption, as requested at ·audit, J ;;.; t = .. :l;:: ... ....::::::: t::-J ~ ~-~! 1 ~-"'-"'-!:! ._l = = ~ 'Ui'-.• C') tJ.,. t.t::l ,._ ':·r'"~ r·. ) (' ,, 0 \A .ri d tl.. :t! ,..j ~ = t'C ·;t b t;; lo'\! . ~ l4 .,,.. 0 .. .. ·r:;:, ._j ~ \-,..j UJ .;.o u.~ (4·~ .:)! (,") {/) ~ f.f.l -·· ;x: ~· ~~· U') tt:W< ., C:t:3C I: • . f , . t 'I t . ,.. r: : ( l ~ _.. ~ .... 4-1 a .... = = ~ & s ~ -~ +-c ~ ~ -· Li:. ,. • . I f'_ ; ~ . .. -· ... ., . t • ,.. 0 > :J z '"" n ...... r p ~ .n 0 -::r (J c (\) ..,... ::J 3 (I) ..,... 0 0 a --h r+ (\) '"' 0 -h -+ ::r (\) ;, r .. .. ,I ·t· _,.,. ') r .. f{ ·~ -1 ., ' ·' -... I t· r ~ ·' . • .. . . ~, ~-: ,. -' .. ., _, .. 7··.T . ,.,, ' ~ ,., .. ~ ,., fl 11 ...... t ' .. r• .. .. .. r . t ' .. - c • ' J ' , .. , ·1~ ' ~~ e . . " ; ----------;---------------------~-----:------------- ' J , I ~. .. .... ot · -' " "' ' • IN THE COURT.OF COMMON PLEAS OF WASHINGTON ·cOUNTY, PEN-NA. ' ' ' ORPHANS' COtJ-RT DIVISION- " . .. ,--' iN'RE: . ) ) ESTATE OF ! ) ,. ) No. 403 of 1969 MAUDE ROSS, ) .-' ) :! z ) -< Deceased-. > . .J .. ~ .. " )o ~ ·-I , :z: :z: . , "' J ~ ·' •' ~ I HEARING ON AUDIT .. i' '- 0 ,... 0 BEFORE: :z: :r ( ~ <( ' THE HONORA BLE'P. VINCENT MARINO, -'. Pres ide~t J'Udg:e of the said· Court. :~ . ' 1,_: 0 -McCREIGHT;. MARRINER & McCREIGHT, ~-APPEARANCES: ~ot,. • •• i ESQS. ,. IU) ~ ... ' of: Washington, Penna., repres enting.·the . i5 ' ' . .J -~ !::! c :I .., :z: 1-,.. N IIi 0: Ill li:· 0 a. Ill ;0: 1-0::, :I 0 u .J < !::! 'II. II. 0 ... Accountant. · · ' TIME: Thursday, ·JVIay 22, 1969, at 10:00 o~clock A.M., . ' EDST .' ' · -.. · ~·-. ,{ ' THE COURT: Number·403 of 1969,' the estate of :Maud·e· Ross, •·:""~~ ~~~ -.~, I '~.' ,. deceased. The Exec'utrix is Fra_nces. Ross and the attorneys are. -· . _McCreight, Marriner & McCr.e:lght. Mr. John McCreight? ~~ •· McCREIGHT:: . · May it .p!(~ase the Court, I have t.he':required papers; There are no unpaid claims or ~omplications in this ;.: iJ , .. · ) ' : }-. ~ The. balance for ·disttribution is catsh. •. .• '•; 1 ~-'V •.• #· ..., "· ~ J. ... -~, ~ ·"", ........... J .,.~ ' ' . . i ' Jf ~\ f~ ... ' ... ~ " • ...-, Is there·ariyone else· in ·Court inier'esfed:in· this , estate . THE COURT: :s.-6 -~ ' ~ decedent's estate? \: :' '-- i . . .. .. ~-~· t J. ('NO RESPONSE)_ ' . - 'J ' ,• '· • .. ; 1 . ~· .. ·.' . '" .. -~ f ' . ~' .. ' ,..,,: . , . ..... ' . ·. . . \:. \.- i. ,_ ('_ .,_. · .• ·.~ 1 .' ··-: . >, . --~~~ -; ;, .• jl ,·'· ·cv- ·_-. '· i :·~-. ;;~ I .. :..·I ., Form RCC-33 I) RESIDENT DECEDENT /l /1, I ~- COMMONWEALTH OF PENNSYL VAN lA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF IMPORTANT: This return must be completed in detai-l ·and filed in duplicate, with will attached, with the Register of Wills of the County where decedent ·res.ided; Return is due within one yeaf after date of death,f unless an extension is gr.anted by the Secretary of Rev riue. (Secti 703 of ___ th~ _ _lnl1erit!lnce_an!}~E~tate .Tax A.ct of ll~91.) IN THE MATTER OF THE·ESTA'll"E OF '} .. , . AFFIDAVIT OF MAUDE ROSS ................................................................. _'"· ............. .-......... :c~ ...... .-:.~.: ........................................................................... ,.......... EXECUTOR (State full name of decedent) ·· Late of ........ C.i.t..Y ...... 9~.:: ... .W.~.~b..:i.,~_g_~.QP., ..... .W~§.P.!.~ia.&l& ADMINISTRATOR ::.: :; :::~:~;;:~:~::-~-~~~--~~}" Frances Ross Exeilutor Administrator of the estate of the above-named decedent being duly sworn, depose and say Decedent · dJed ....................................... , 19 ..... : .. §<?. .. ,F testate .leaving a last will, copy of which is hereto attached. } (!lay) (Year) l intestate . .. ~.~-~¥. 6 (Month) ~ Name and address of attorney or} other authorized representative to whom all correspondence should be l4CQJ.:'~~g~~'-~a.lJ:J.:'j_I1~J.:' ~-~.'?.9.J.:'.~.~-g!l._~l .. 520 wY.a.~}lj_Ilg.~-~11.. Trust Bldg., Washington, .Pa .. mailed. , . That· as such .. -.... ~!:~9..~.~.?::.!-.e ........... deponent is familiar with the affairs of said estate-and the property con- > (Executor·Arlministrator) 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, oT 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 ·-- --I ---·· 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 Commonwe8.1 tn 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 mortg~gee, 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. m&de part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving a] so separately the accrued interes-t 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 deat~ in all other_ cases; .all bonds, postal savings, treasury certificates or notes and other evidence of in-y~ debtedness of the-United States to the decedent; all obligations, whether by statu~e or agreement the·y j:, are designated as tax free, of the United States, or any state, or political subdivision thereof, or of~~ any foreign ~ount~y, whi.ch are owned at the t:l!ne of' death; an wearing apparel, jewel~y;"silv~rware, pic-tt,..:.J tures, books, works of art, househol.d furniture, horses, carriages, automobiles, boats, 'and any and aiJf " / ,...,., ...... _. •'.\ other personal chattels of whatsoever kind or nature, left bydecedent, together with the ·:fairly estim~_tE~d --(. market value thereof; all bonds and mortga~;tes neld by decedent and of all claims due and owing--·decedent at the time of death, and all promis·sory notes or other instruments in writing for the payment of money of which decedent died possessed, ot' 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 po-lici·es carried by decedent; all annuity and endowment contracts the proceeds ,of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. . ,.. ~. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of thi:' 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 vaiue of such interest there is annexed to sa:lid 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 e'ach 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 ~y 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 cony of the deed, trust agreement or other instrument creating the trust. Thert~ is also set forth in said schedule a list of all property, real and personal, with its value, which pa£ses at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, eit\!-er individually or jointly, by \he will, de~d, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. (' That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons benef:icially 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 vesti ture 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 trus.ts, 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 stat_ement of colJLateral 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 befofe nie this ('\ ,/ r;~; -~ \I -··-··--..• ..... T ... ;J. ... '(E~;~to~~Ad;i~ · r~ .................. -....... ~ .. . ............................................. -... M~J.9..~.P.: ..... ~.~?.;.~.~-~ ............. -... -.. -.. (Street Number) ........... ~~-~-~-~-~~-~-~.! ... : .. ~.~ .. ~ ...... ~.~~.?..~ ................................ . . (City or Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled ii. wlth 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-direeted. RCC-s".t-·(1-64)' CO'MMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE . BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that o.f the decedent's interest onl1y. The real property located l!n the Commonwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together wl th DEPARTMENT a general description of the property, 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 CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In thIs space) to be listed on Schedule "F" and must not be deducted from this schedule. NONE ! : ' Insert this total opposite "real property", Schedule "A" in the X X X X X NONE ,.As Reported" column on the last page of this return. RCC-35 COMMONWEALTH OF PENNSYLVANIA . TRANBFER INHERITANCE TA'X: RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. u. s. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fa,~t 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.) Intangib-le 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 capac! ty, 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 NO• 1 2. ITEM List and describe fully Prodeeds'of life insurance policy number 1188796 of The Prudential Insurance Co. Distributive interest in the personal estate in the Estate of Jane B. Tague, deceased. Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. UNIT VALUE X X ESTIMATED MARKEr VALUE 509.76 11}.31.22 11,604.98 DEPARTMENT VALUATION (Do not write in this space) rcc-16 rm~taN'IK\LTH OF PENNSYLVANIA TRANSFER INHERITANCS TAX ~~SIDENT DECEDENT SCHEDULE "C" TRANSFEil.S ~ ; (1) Did l:lecedent, within two years of death, make any transfer of any materia_! part <ic:fis estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) ______ __ (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) No (3) If the answer to (1). or (2) above is in the affilrmative state: (a) Age of decedent at time of transfer ----------- (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1), (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) No (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) No (b) What was the transferee's age at time of decedent's death?_------~-- (5) Did decedent in his lifetime make any transfer w:il. thout 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) bUD (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) No '(6) If the answer to (5) (b) above is in the affirmative, ~tate whether the right was reserved in decedent alone or others------------------------------------------------~-----------------------7-----------­(7) Did decedent in his lifetime make a transfer, the consideration for which· was ·~nsferee1 s promise to pay income to or for the benefit of care of transferor? (Answer yes or no) 0 (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 uevoke, 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 beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) No NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to,be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION NONE Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) NONE DEPT. VALUATION (Dept. ·Only) , RCC-38 CCMMONWEt\LTH OF PENNSYLVANIA THi\N~FER TNHElUTANC:E TAX RF.SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRl'CTIOl'iS: 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 arid 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 valuatjon column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-o-wners to the decedent. Description of Property, Date of Acquisition, Name I Unit Address and Relationship of Co-Owners, and Place I Value Percentage Estate of Record of Instrument, where Real Estate. 1 All that undivided one-half interest in and to that certain lot of ground situate in the Fifth Ward of the City of Washington, Washington County, Pennsylvania, composed of Lots Nos.322, 338, and 339 in Clark & Campbell Land Company Plan, which plan is of record in the Recorder's Office of Washington County in Plan Book 3, at page 76, said lots behg more particularly bounded and described as follows: FRONTING 85.5 feet on the south side of East Maiden Street and extending back therefrom of even width a distance of 232 feet to Houston Street; bounded on the east by lot of Atlantic Refining Company and on the west by lot of Harry Thervenin, et ux. ALSO that certain strip or parcel of land being the eastern portion of Lot No. 328 in Clark & Campbell Land.CompanyPlan No.4 in said Ward and City, wh:ic h plan is recorded in Plan Book 3, page 76, said strip of ground fronting 15 feet, more or less, on the south side of Houston Street and extending back therefrom of diminishing· width along the western line of Lot No. 327 in said plan, a distance of 150 feet to Springfield Avenue· upon which said lots abuts a distance of 10.9 feet, more or less. THERE is erected on the larger lot hereinabove described a two and one-half story brick dwelling house and frame garage known as 564 East Maiden Street, Washington, Pa. THIS is an interest in the same real estate of which Jane B. Tague died seized February 29, 1964, and which was awarded to Frances Ross, Executrix of the Estate of Maude Ross, devisee., by Decree of the Orphans' Court of Washington County, Pennsylvania, dated January 17, 1968, of record in the Recorder's Office of said Countyin Deed Book 1272, pag 365. Co-owner with decedent was her daugh Frances Ross, Executrix herein, of Share Valuation Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest 22,500.00 11,250.00 22,500.00 \ h .,._. 'RvC-37 -(12-63) Cl):\B!t):'\\\'E:\I.Tll OF PE;-.;:'\~\'Yl.AN.IA TRANsf'ER 1:'\HEHITA:'\l'E TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES ' State full names and addresses of all who ave an:-·inte!"~st·, ves..ted, ccmtingent or other- wise, in estate) ( Frances Ros's ., .. 645 'E. Maiden St. wasn1ng:ton, l'a • .. (. (Apartment No. 9-BJ . • . . - • t ' • SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are invutved, set STATE YES IN ESTATE OR NO . BIRTH . ~ ·--'--forth this !act.) Daughter Entire estate . . - Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ' - ·-·· • I' Will Administration t No. I~ THE Year :\IA TTER OF THE APPRAISEMENT OF THE ESTATE OF Maude Ross Deceased Late of City _()f W~S.hii1_g1;<:)~ County of \_Y'ashing1;<:)n~ Pa •. Commonwealth of Pennsylvania ... ~4-cn . -~ REPifill:iP AfJD -A~AfS"ift. ~ ii""i"'' ': '• ' ::z::;,. ' ' '. ;.::: m~~ -or-"""-",., = ""'::· (A -~· .: ' ~m {i-. en ~-.. !~~ ;~~P£ Q ...... ;:~l ~--~ ~- " F "'"' ~r=·"""" -p-(:j}:O ~ --~·~· i.M' ""' ., ' ',· •• 4 •• (Executor-Administrator must complete "As Reported" column #1.) C1 ...., "ti ::0 .., ~"1Cb(1) ~ 0 § ;;l ~ V> l-'• V> 0 ...., ~ ;-:~ ~ ~ :c+;;l -o ~ ~ "ti "?? c-'""< .., .., ~ 0 .g ~ t:'%:1 ::E !:!1 ~ ;s -~ ~ :(1) @' :~ ~ 0 ;: '0 _;: :<!) :f1 :c+ "< '-'-til :o :r:r :m :~ (f) c c:: :J-1 ~ :(1) ~ :J:.!::I' > -' ::0 -~ ~ ~ ~ () () () ?" ?" ?" n t:O ~ ~ :: :: .__. .__. ~ ~--oo ~ ~ ~ tv :J-1 > :tv :J-1 V> ;. '- J-1 CJl :en ~~ 0 0 :o ·-o ...... ~ 0 :~ 0 .__. . ~ ~ ~ <.o 0 <.o ~ 00 :o QO ....... ~-<:n~-oo~-~ J' '' '3~. "~ ., ~-'. '-: ,,~ :. -~ ·n," . .--_:e,._ : '~~ . . ~ ~ ~'' Q ' ' ' . () ~ <) :~. ;__~: :~ o. ·~· ~ '\;,' > "' u <'1:~ 2" tv .., .__. 3 ~ r. c... II ., . ,. ' i J ·.' t . Form RC C-10 yro3:-' .. ,7' ).,_ \ . '-, DEDUCTIONS ALLOWED IN J OFFICE OF TME REGISTER OF WILLS STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF . . . . . . . . . . . . $ .. . 4.,99Q.QQ OF WASHINGTON COUNTY •. ' ;). AND AGENT OF THE COMMONWEALTH DAn~ : Jl(' Register of Wills, Age~l ESTATE OF MAUDE ROSS LATE oF __ ~C~i~t~y~a~·~f~W~a~·s~b~· 1~·n~g~t~o~n~------------- DATE OF FILING .APPRAISEMENT __ ....;4;;.:../_2.....;/_6 __ 9 ________ DATS OF DEATH ___ J_lil_l..:..y __ 6_;t:...__l_9_6_7 ______ _ DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCH lOIII 7 24 67 Josephine M. Douglas, Reg. Letters and short certifica1 e 19 50 3 27 67 Observer-Reporter Advertisiag letters 12 50 3 27 67 Washin2ton Countv Reports Advertising letters 12 50 8/ 7 68 Barbara Craig Notary ~--1 00 8 10 68 John D. Woodward, Recorder 1/2 documentary stamps on 225 00 ideea R 10 68 Mnr.rei_2ht. Marriner & McCre L2ht-l/2 settlement costs 5 00 one-half __ i_Q 19 68 Henry P. Bennet real estate commission 562 50 4 4 AI 4 7 7 7 1 69 McCreight, Marriner & McCre 1 69 Barbara Craig 2 69 Russell Marino. Register 2 69 Russell Marino, Register 11 6~ ..... 11 AP Funera 1 Home 11: .. 67 Kurtz Monument Company 12 67 Kurtz Monument Company Court costs at aud:i:t Family exemption decreed.mr t COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON 1, Frances Ross ght-attorneys fee 1,145 00 Notaries 4 00 Filing inve'ntorv 6 00 \ -Filing Account 16 00 Funeral Exoenses 1 824 50 Market, 85 00 Lettering on marker 14 00 TOTAL 3,932 50 ~~ l~t\ b.e Court 1000 00 HEREBY CERTIFY, THAT. TO THE BE•r OF - .·- -RcC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX OI,VISION NOTICE OF FILING OF APPRAISEMENT FRANCES ROSS (Executor~)- IN YOUR REPLY PLEA8E REP'ER TO 37-50-9 In Re: Est ate of _____ _;:MA=U::.:D::.:E=-=IW=S:.::S;__ _______ _ _____ ....:.W.:.:.:AS=HI=N~G:.=T..::;ON::.:.._ ____ County -File No. 9456-25 Dear Mr. Ross: You are hereby notified that the original appraisement in the estate of Muade Ross has been filed in the office of the Register of Wills qf Washington County on May 2 , 19_22. Said appraisement reflects the following valuations: Jt. Held Real Estate ---'-------,---,--- Personal Property ___ -=11~1~6~04~.9~8~-- ~~--------~11~,=25~0~·~00..::;_ ___ Total ___________ ~--~22~,8~5e4~·~9~8~- As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the·rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ ~Mg~y-=2L1~1~9~6~9 ____ _ ?~p Title W.R. EF APPH.AISER · DATE OE DEATH: July 6, 1967 Note: This is not a bill. ~cc-39 (5-68) COMMOI"~EALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of_R_O_S_S ___ MA_UD_E ____________ DATE OF DEATH_....:.7_-~6-...:6:...:..7 __ FILE NO. 9456-25 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritarnce Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: ----~O,c.S-~02~-~69.£..._ __ _ 07-06-67 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 INVENTORY VALUE AS REPORTED VALUE AS APPRAISED 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 $ 11,604 "/8 11.250 00 22,854 98 annuities .• II •••••••••••••• o"' $-------4-- ESTATE TAX ASSESSMENTS $ _________ ..~.--_ $ 11 60L.. ·~ ll,~)U uu 22,854 98 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ ---------------1---4 Tax on $ ---------------1---- Taxon $-----------------1---- Taxon $ ________________ --1---- 2o 0 5% 10% 15% $ $ $ $ $ VALUE AS REAPPRAISED $ ____________ -+--- Tax on $ -------------------4---- Exem'ptions========t== Total Estate _____________ ___._ __ TOTAL TAX * $ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=====9== BALANCE $----------+--- Less 5% of tax if paid within 3 months after death $=======:!=== Add inte.rest at rate of 6% from --------to ------- AMOUNT OF ESTATE TAX ASSESSED $----------+-- Estate tax paid $ _______ __. __ _ BALANCE DUE $----------~---- Add interest at rate of 6% from ---------~10---------$------------1--- TOTAL TAX BALANCE $ ----------+---PAID $ __________ _L __ _ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ! No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF lYJAUDE ROSS Deceased Late of .. WASHINGTON .. County of . WA.SI:IING'l'.OW.. Commonwealth of Pennsylvania REPORT AND APPRAISAL p~ ' ' \ . Fonn:Rcc-2 : COMMONWEALTH OF PENNSYLVANIA DATE May 2, · 1!969 ..................................................... : ................................ ............. DEPARTMENT OF REVENUE RESIDENT INHERITANCE. TAX .. ................... : .. :w.~~h~_rig,~.Qri .......................... BUREAU OF COUNTY COLLECTIONS . -COUNTY .. -APPRAISEMENT FILE NO. ~ 9456-25 ·!J.A.RRISBURG, PENNA. 7772 7 ... ,·.·· :······::·:·······"''''''''''''''''''''"······· .. ··········································· Whereas, ............................................... ~:tJ,Q.~ .. J~9..~.~ ..... :~ ....... L ..................................................... late of ......................... :W~.~h-~~~9~ ................................................. · th C t f Washington · · -' · Co alth f P I · h · d' d m e oun yo ............................................................................................ ,...................................... mmonwe o ennsy vama,. avmg 1e on ... the ........................................ § ... ~.b ......................................... day of .............................. ~~Y. .................................. 19~7 ...... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; •-' CHANEY Therefore, I, WR. an appraiser duly appointed according to law, ···-···············~···················································································-····························••J 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 deeedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Pur poles $ REALTY: Proceeds of life insurance policy number 118E1796 of the Prudential Insurance Co. 509.76 Distributive interest in the personal estate in the Estate of Jane B. Tague, d.eceased 1111;21.22 ll .60L.. 98 11.604 98 JT. HELD: All that undived Iiane-half interest in and to that certain lot of ground situate in the Fifth Ward of .. the City of Washington, Washington County, Pennsylvania composed of Lots Nos. .322, .3.38 and .3.39 in Clark & Campbell Land Company Plan, which plan is of record in the Recoredr1s ·office of ~'fashington County in Plan Book e. at page ?6. 11,250 00 (Co-owner with decedent was her daughter, Frances Ross, Executrix herin.) I Total 22,854 98 fonn:;·:;:~h b~': ::~h~w<>rll ·~~~~=: ~.~ ~·~~by~~;:5:••:•~t i~ :~~· ~~Z;f ~ . .r.£... ... ... ... .. ' ............. ..Q.,. ...... ~t.f' ........ ppraiser ······································································· ......................................................................................... .......................... .... , Penna. ..................... WA.SHIN.Q~QN. ...... ...... ................. county RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MAUDE ROSS Deceased. Late of WASHINGTON Date of Death, ...... ~l.l+.l.Y. .... 9.., .... J..,9.9.7 ............................. .. Appraisemel!t Docket Vol., ........... :: .. '2.7 ............................... . Page, .... .5~9 ............................ N 0 ..... ;c9.45..9.~.?5 ............... . Filed in Register's Office, N:a.:Y ?.t ............ 19£>9 Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut :Appra.isement, Appeal f1'om Appraisement, Entered and charged, .... ~63 · C? ·vd ··oo NOJ8t;1HS\1A\ S1lW, 3Q }f:JJSIQ3U ! ONll-AVn Tl3SSflH II lJJIV i),. I ui"'/Jn c g I fj U 4 J 1"1 ...... , ... ~ I ~ ~ lf ,..., . ~lit ..... f .. ::1 \ I ~ ..