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Home My WebLink AboutOC1969-0406 - ESTATE OF ROSENBAUMPETITION SUR AUDIT Testate Form J IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of .. Af:~-~~-Q~--~! ... ~9.~-~~~~---··························· ...... . No ..... ~Q-~ ... 9.L.~?.~?. ........................................ . Fiduciary ... LILLIAN .. K ...... 2.9~~JfflAVM., .................... . ··············--·-···-Jl:.:lf~_<;_tJ~-~-~~---·····-········-···----·-··-----····-·· Deceased Date of . Date of Decedent's death .... 9.9.t..9..~~;:_}9.~1\, __ j~~ ?. ......................... Grant of Letter-s ... N~Y~W-1?~~--J~-~~-t .. J~-~.?. ... ·. _ .: ... :. ___ . ____ ... . ... This is the ...... Fir.s.t. . ..an.d . .F.ina.l ........................................ account filed in this estate If there have been former accounts filed in this ~state, list fil!e number or number and term·-------------'---~----------------- ......................................................................................................................................................................................................................................................................................................................................................................... Election to take Date Election Place of; Under o~will. (cross out one) Filed -----------------·-··-------------Record '·'··--·-·'··----------···---- Deemed Election To Take under the Will by reason of Sec. 12 of the Wills Act. . Name of surviving spouse .... JA.U.~~E-... ~!-.. ~4?.~~-~1?..~~~-------------------------:: ................................................ ,.: .................. . List issue, where material: • l Did decedent marry after execution of will? (indicate) XliX. No. Any children born after execution of will? (indicate) ~No. If answer yes, name them .. ·-····--------------------------------------------------------------------------------··----------·--·--·-·······-···-·········· .. -----.. ----.... ----.. -.... -----.. --........... ---.... --................ --.. -.............. --............ --.. --...... --.. -...... -.......... --....... --.... --.... ---.. --.............................. ~ ~ ~ ~ ~ .... ~. ~ ~.--------------~----------.--------------.-----. Legatees Relationship Interest Fiduciary, if deceased or not sui juris LILLIAN K. ROSENBAUM Widow Entire List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: NONE If partial intestacy, give facts: N0NE 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. OOCX If any exception give cause:·---------------------------·--·-·-··--------- File copy of Notice and date of mailing ..................... ~Y. ... ~.a ... t~§-~----··------·--------------------·-······--·----·-·-··---------·----·-·--·-·----·-·--·-··-············--·-·--·-· ... <.;r Is estate subject to the filing of a Federal Estate Tax Return? ............. X~~-----~---···························································· Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ....... :N~~~---···························--------·····--- If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant.. ................... . 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 aH questions re- quiring adjudication, and o statement of any other facts deemed necessary for the preparation of the adjudication: NONE ~'<-. " "- Balance for distribution per account, ;_p Itemize any additional debits not shown by account: $ ... ~J.1§l~-~.Q.? .... ~---·-····· Total additional debits {Add) '$ .. --.-:. __ 9. ---: ____ ---------·----···· Itemize any additional credits not shown by account: Notary $3.00 Total additional credits {SIIIbtract) · $ ... 3.~_QQ_______________________ 3. 00 Balance for distribution $ ..... ?J.,.~9.9.~.Q~------····-·-· If balance for distribution is not .in cash, list each item held in kind, giving appraised Value (or distribution Value); CASH and ,: ... 68 Shs. Radio Corp. of America Common Stock 20 Shs. General Motors Pfd. Stock lO Shs. DuPont Camman Stock 35 Shs. The Perry-Fay Co. Common Stock 54 Shs., General Public Utilities Corp.Common Stock .. $4,318.00 1,605.00 1, 615.00 2,975.00 . 1,539.00 , .. If Family Exemption claimed by Petition, give place of Record: .................................................................................. . If Family Exemption is claimed at audit,. give name, relationship and basis for Claim: .. .Li.llian. . .K, •.•. Rosenbauml-:·· surviving spouse, claims the Family Exemption and the same is listed in the Account. List any advancement or distribution on account that has· been made, and nature and amount of same: To Lillian K. Rosenbaum 104 Shares Lehman Corp. Stock 53 Shares Shamrock Oil & Gas Corp. Common Stock 25 Shares Signal Oil & Gas Co. Cumulative Pfd. Stock $4,004.00 1,616.50 762.50 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 shores being stated in proportions: Balance to Lillian K. Rosenbaum, your petitioner, and sole devisee. Lillian K. Rosenbaum hereby elects to take in kind the several stocks remaining inl·the name of the decedent. COUNTY OF WASHINGTON, SS: CO~MONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ..... S:W9.f-lL ..................... doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best oL .. h~:t ...................... knowledge and belief . ............ S.W.9.~.n ... :;n-'"'··-------------to and subscribed before h. ~/4---d -·. f.;_' \;?~ ~ 19 me t Is ... ~;-······-ay o ..... I0: .. .r4/. .. T"Ir···------....... . Signatu';. ;f Offiw .. ~ .. ;{', .. /Ji_...,&.L ..... . Title of Officer ................................................................ . /~o, .. . Off. · /IJfa ., l tb 1ce explres ..................... ., ... l'.htono··!-W!Qlf(····--············· '1 Collllll/~~;11 1(1418/itng/::14'1 PtiAJJ. Qpfre, ,;:lllltr, : .. Z4 ,,,, i' I n I No. . ..... 4fJ.6 ... o.f. .. l9.6.9 ............................... . Estate of .. MILT.ON..L •. ~.RO.S..ENBAUM ....•............ Deceased Fiduciary ... ~IM-!IN.il' .. K~ .. :RQ~~!-'m~W~..t ............ . ..................... '!f~-~~~-J::E.:!-.~---······························· 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 Will. 6. Copy of inventory and appraisement. 7. Proof of adv.ertisement 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. .......... J.~$ ... R~ ... :P.QNMP~QN .......................... . Attorney "" .. 2 "\\o!I'..;J"·.r..f"\ l.!Qj'C\'-H'·.Jsw~ '¥D i&J.\.~ :i,, . .a..vrtJ . .Jfil · V.ff\ .r· ~11 ., ,f~ ..1 n ' . .f ::~ i·C:·i "3 u ··-:.:. ·~ · , l'Jir\ ~ J 0 .... ~ ·V ·V C ONHJVJil llJSS.n:EJ fl~ 2J ~d £ 1nr sg, ,.,a· ·3 . ...., 1 .=~ •.· . It ' , .... j .. . :! . _ .. ·-' . . .. * ,, . '\ . . • ...... . ~' '<·-~J....-,• . ..:!" : .. . .. . . ::· ~. .. .. \~ · .. \. -... ~ ~ .. .... :.. t'>r . ·':'· ·.-.~~ f;: ~-,~, :..... ..... .c."'" '-'"-f If, . ~ • t·· fill' ~ -~ ~. r-i. -.. .. ~ c. .. l c~'""' c ~-~ ~ ~ -~ .... ~ 1"'1. l,.. ~ ':S, ~ ~ :an~ t;.. ~~. <t.~· ~ ..... '(; ~ .. ~. '(:; IN THE ORPHAN:..i' COURT DIVIS ION OF THE COURT OF COMMON PLEA~; OF WASHINGTON COUNTY, PENNSYLVANIA ) 406 of 1969 HJtTON L. RO~>ENBAUH, ( :Washington, Penna., Nay 2nd, 1969 DECEASED. ) N 0 T I C E NOTICE i~; h~reby given that the Accountant, whose name appears below, ha:; filed 11 r Fir~;t and Final Account, a copy of \-lhich is enclosed, to the ahovP numhf'r; that .><lid Account \li 11 he pr~sC'ntcd to the Orphans' Court for confirmation on Monday, H.:1y 5th, 1969, and \vill be audited on \·:EDNESDAY, MAY 21st, 1969, .:1t 10:00 o'clocl: .\.H. E.D.~).T. You may 3ppc.:Jtr if you so dc:;in· at the time of audit, but it Hill not he ·nPc-·s~~ry ~or you to do so, unless you want to t.:1kc exception to the above Ac- count:, or to any claim which ha~; been presented, or to pre~;cnt a claim of your O\vn. JAME~; R, DONALD~>ON, At torncy (d!, ~la:;hi.ngton Trust Bld~. 'a:;hin:~ton, P•!nn:.;ylv.:lnia 15301 LILLIAN K. ROSENBAUM Executrix ·,. ------------------------------ ~n t4~ <l!nurt nf <ttnmmnu Jlrns nf ltasqtngtnu <l!nunty, Jrnnsylnauta. ®rpqnus' <l!nurt iltntsinn ESTATE OF No. 406 of 1969 Milton L. Rosenbaum, In the matterofthe First and Final deceased. Account of __ =L=-i 1::.;1::.;1::.:' a==n:::.....:::K::.~•~R:.=::o~s..:::e.:.:h~ba=um=- Executrix ADJUDICATION AND DECREE And now .TnJ y c(i· , 19_6_9_, this matter come on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the balance for distribution in ~the hands of the Accountant is determined to be $ 21,809.02 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 credit asked at audit Balance __________________ ~-- Deduct Clerk's Costs & Receipk'::t------------- Attorney· ____ ...~.Iua:u.~mw;eu:e'--'-R.,..,_...D"""oi.Lin.aa .... J .wd.liis.wo.,.n ______ _ Russell Marino, Agent, transfer inheritance tax I $396.82 1 . 10a77 . 3.00 Interest froml-30-6.9 'to 7-13-69 .407.59 Lillian K, Rosenbaum, widow, residue, including cash a.nd the following assets held in kind and distributed as such at the appraised value, crec it to be taken by the accountant for items advancec prior to distribution:by the Court: 104 shares Lehman Corp, stock 53 shares Shamrock Oil & Gas Corp. Common stock 25 shares Signal Oil' & Gas co. Cuml. Preferred ~tock 68 shares Radio .. Corp,, of America Common stock 1 20 shares General Motors Preferred stock 10 shares DuPont Common stock 35 shares The Perry-Fay Co. Common stock .. 54 shares General Public Utili ties Corp. Common stock $4004.00 1616.$0 762~50 4318.00 1605.00 1615.00 2975.00 1$39.00 2136Y..9 '$ 21 ,812,02 $ 21,809.02 No ba.lance j .. /~ .. · ··~ . •· .en t~ .. t.bl ,;-.: . ,. -I.' r , r ~ ,, . ' ) ' 1- "" .... ' I . . -1 ·, " . > s· . c: a 0 ..... 'I ' .. 5" ,.'"" :r· CD 3 ~ ... 0 ..... ~ r ".) ~r-~ ~;---=-=-=---=---"---~ ----" ~\ ! (."·! t1 ~ ' ~· .. 1;,", ~ t TO: COIIIIlonweal th of Peusylvaaia Departaent of aeveaue Bureau of Couaty Collectiou Inheritaace Tax Diviat .. Harrisbura, PeDAsylvaaia 11 II: Ia tate of llll.t'OI L. IOIIIIUIII , ••• 37•61•7 63-69·406 Pile 9·ft80·Z03 Couaty of waakiqtOD .,., lliJI, COII88 Lll.LUI ~ • ......-, lxeCUtriX Of tile Jttale Of muell i,i:' lOSINIWJM, Deceased, by her Attorney, JA8S a. DOIIALDSOI, aM filu tile follovlaa pnt .. t to appraiaaaent in tile ... uat of fZ,S21~14. llll4e Juae 6, 1972, a capy of -..cia 11 attae~· ed hereto. 1. _The appraiaeaeat appareatly c-.era ~fe Iuuraace, atace tile ..-at of the appraiaesaent is identical witb tile .._.t tweof, altboaab the apprat.aal &1Y .. GO lia- dication aa to the eaact unt~e of tlM property. The inauraace waa evideaced by Certiftcate·of Depoeit ID. 116166,' as appean by copy of letter fr• the cC~~~pUy,dated III'IY ... ar 16, 1J67, aad ca,y of one of the ClaiUDt 'a Stat-at, both att&cl\ed hereto. Life laauraace b DOl au.ject to ..... ylvuia l11Aeritaace 'fax, Mt auat be bu:luded in the Fecleral latate tax. Retun. 2. The appraia..-t ia uatlaely·, bav1• ••• .Ue J•e 6, 1972, aa ap• pears froa the followtaa: (a) Oriataal appraia...at was .-de Jaauary 30, 1969. (b) Objection t.o the apprata ... t waa filed with theleat.ater oa March 4, 1969. (c) OD Marcb 24, 1969 your Attorney, Curl•• c. ~eller, eatel"ed an appearance for tbe Ccazoawealcb of PennaylYaaia 1a ~he Milton L. aoaeaba• latate. (d.) On April 3, 1969 tbe Mtter wa~ aet don for bearlna. (e) On April 21, 1969 1 w1tb4rew the objectioa, due to the .a• peuae involved. (f) On May 9, 1969 a copy of a letter fro. aobert L. Scllrift waa received adviaiaa tut the. appraiaeaent would a taad •• filed. (g) On May 21, 1969 a :copy of the Fe4eral &a tate Tax aetura v .. fUeci. (h) On July 3, 1969 the Court haadect •owa a fiul Adjt.~clicaUOii. aac1 Decree. .:~ .:] .;~ "•~ I· •,.: :/ ~: Fr• tae foresoiq it b aut.ittecl that the c-awealth vaa repreaeatecl in the Estate of Miltoa L. b•-"-• tbat tM Aaclit vaa cloaed witllo11t f•rt~er clai•• tbat the Ca..oawealth CAD DOt aGW reop• tile •tter with a•e type of aclclitieaal ap• WBIIIPOII. it ia recpectfully reqaaated ·tbat the appraia .... t ~. dia• ailsed and proper aotations of the 4ialliaaal ~. placed oa the .. propriate reoor4a ia tlae office of the llegilter of Willa for VaalaiD&toa Coaaty. Peaaaylvaaia. Auguat 4, 1972. ·~. .·• . 4 ,I ~·.: :~ ·-·.ll Qlnmmntttutalt~ nf ~ttttt5ylnauia.} -lla5~iugtnu <Unuuty. 55•• KNOW ALL MEN BY THESE PRESEI\TS: Whereas, at Washington, in the County aforesaid on the· 15th day of Nevember 67 A. D. 19 , before me, Josephine M. Douglas , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Common wealth of Pennsylvania, the last Will and Testament of Milt0n L. Rosenbaum late of City ef Washington in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Lillian K. Rosenb$um the Exe.cutor in said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Josephine M. Douglas , Register as aforesaid:, do grant these LETTERS TESTAMENTARY, unto the said Lillian K. Resenbaum' committing unto her the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring her to exhibit a true and perfect inventory thereof intci the Register's Office, at Wa,shington, within ninety days from the date hereof, and to render a just and true account of said administration at the expiration of six months from the date hereof, and to rega~·d and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this 15th -·· day of NiGvember Sixty-seven. nine hundred and m the year of our Lord one thousand J • -... ~ - ::!:! I H ~ t:-1 1-3 ~ 0 .... .... ! l2l ., I t:-1 ~ ~ • ITI C/) Gl I ::::0 -1 0 )> ~ Cf) -1 ~ ! t:tj ITI .... I z 0 ~ ' ' tJj "1'1 a i l > ~ i ~ = ' ~ .... .j ~ ! fOot·· i = t " .: i i i I .· P. . ···T·:-·· ca .sJ. .a ~ . . -· . z . . . . ' '- ·. . ~ ~ ..... --· ... -·--. ~--.....---..-----· ' ,. . ,· . . ' ' . ' . . ... -~· .. •"-~-------. ------~------ . . ''· I' - Filed 1-14-69 Inv. Dkt. 79, p. 450 COPY OF INVENTORY .. Notary Public -. . LILLIAN K. ROSBNBAW s ..................... . MILTON L. ROSENBAUM '· Milton L. Rosenbaum .. Is/ Lillian K. Rosenbaum ......... -......... Sworn to and subscribed before me this lOth day of· January, 1969. Is/ Gladys C. Marshall . Died. October 301 1967 . ' ''\..·· ' (NOTARIAL SEAL) \ • ' . ~. . . . 1Juurntnry anil .2\.ppraisrmrtif of/ the goods and chattels, rights and credits which w~re . MILTON L. ROSENBAUM ~ ..... ~ ...... , City .of Washington, .. of ............................................................................................................................................ .late of. ... :.:·······································:····················································································· Washington County, Pa:, taken and made in conformity with the above affidavit. ~-f. ·-.. i - . ~. -,, ":. ' DO'LLARS .; .. CENTS 't:. 1 .. ' ' ~ ,.. . f . ~ ~ . .. ·. . •· PERSONAL PROPERTY ( } . ·~~ ' J . : : ~· .~· ., . . ~ ~ ' . ~ . .. .... _ " !'~ ... ' ,f . ;• ·~ 68 shares Radio Corpor~tton of America,. coiiltJlon, 0 63 1/2 4t318· 00 . ::>' .• .• • ) ' .;;· ' :: '• 20 shares General Motors preferred,: $5 .. 00 se~'ies; · . , ft 85 1/4 .. . ·. 10 abares DuPont cornmort 0. 161 i/2 75 shares Tbe Perry•Fay Company common c 85 · ·54 shares General Public Utilities Corpol"ation commoa:a 0 28 1/2 53 shares The ~hamrock 011 & Gas Corporation common @ 30 1/2. ·, 25 shares· Signal 011 & Gas. Co:, ·$2. 40 · ·cutn:l ~·conv. pfd. . . . .. 0 30 1/2 . -. -'* . a $:1.,000 u.s. Treasury Bon<ts.·of·l969, ·dated Oct~ 1.·. 1957'' 0 97.12 . 104 shares The I.Ohman Corporation_ .capital stock_ 0 38 ·1/2 REAL ESTATE: NONE TOTAL ' -· . . . .. "' . . . ' '1,605 00 . 1,615 00 6,375 00. 1,539 00 .·1,6~6 50 762 50· 2,913 ·.ao ~,004 00 J ·~ .·~ \ STATE OF PENNSYLVANIA, WASHINGTON COUNTY, } SS: The within named Accountant being duly sworn according to law, deposes and says that the above account as stated is true· and correct os .......... she------------------·--------verily believe. Sworn and subscribed before me this ...... bt _________ _ -(?_-~!/, /(P~ ~--K --,.Yit;;;enbamnf ____ _ --------(i .. ilhan • day of __________ Ap_d,l _______________ -----------------19 .. ~9. _____ _ . . . . .Jt1;. .. i..·.[J7,-P/'J._)j _______________________ _ • r ~et---~---------------------------------------------------------------- . -J EDITHLDACUf,....,., .. i Washington, Wulllagtol Ceaatr• ... ' >-My Commission Expires Mar. 28, 1171 .,_ .-, '· ..... ~-....... """ ~ Wo,shingtcm County, ss: · I dO certify that II hove given leg·ol notice to ol_l persons concerned of the filing of the within account in the manner prescribed by Sta·tute and Rule of Court, as evidenced by proofs thereof filed to No .... f:/L"f.fJ ... ~.L.:Z( J Witness my hon~nd official ·seal this ....... P-:= ... ~--------- doyof _______________________ ~~-------··r·-~~-19~-- -----·-~-----------------------------------~(7_-~~ Register of Wills --·---~ --~. --.;.:;: _ _.. _ __.... ----_........_......, ..:..-:..-...· =---~ . ..---~ -e ~--- ~ ~ "1 i ~ ~ c:i z { -; ; \· '\ ~ 0 P:l E-< <t1 E-< w. P:l ..... ) i c . ..., 1'1 ::l 0 <:.1 <:.1 • : <t1 ... si : i ~: : a rz:r: : ~ Cf.l: ,..j ~ 0' 2ii ~: ~ i ~i Ji 'j Ill .Ui : ~ . ::s' :z:i C::. ~-ui o: Cdi Q); ._.. . ..... ~i J. ..:I ~i H: tO:...:I; ~, ~ ~ I ... \ ,, ' ,. ~·· \' .;.''··{·' .. ''\ • ~ _ .... '!..t,. ·t} ~-~ t, • t I ~ ~ •· c·"f,\. • hl }• " ' . J,f ... ., .. '\' '; ... ; ., ... FfLE~D, '69 APR 2 ~H 9 s·g~ RUSSELL M1\R!NO REGISTER OF WILLS WASHINGTON CO., PA\· ..·---~.-- -··~· (J' .i -~~----______ ... ___ - ... < ;:;.., -... ::l 0 -11 · o ll ~! 1l : ..., : 0 : ~ ; 'tl : Q) l :l::l Q) "' . Q) ... 0. ..., 1'1 ::l 0 <:.1 . . ~ .s ...; ,<:I ..... ..., :;: ..... 0 :;: ..., Q) :;: .:1 g~ 'g~i <t1 a> .-< 0 !.!<I : .... 'Q) !G 1 :~ 'o ~'·z i_ ~ ; ~ .... 0 ..... '· P:l 'tl 1'1 ro 6i ..., "' 'i ~ ~ ..., 1'1 5 <:.1 <:.1 <t1 :l:) z,._. 0:>. ~ ~ 9l:) ;.8~ o-<11 9 ~ ~ ~ l J N<) t ~ ~ t 9 -·--·~; • -. .J .. .- / t' ,. .. I '· k------.... • ' ·~ / ' . • · J r .. : .. ~, r.;:'l· ro• lOla tt: ........ V-v' f.\II'.:J1Jt3r._, c=.tl• bl'-! £!JW1 r om-4' t'"'~ ... ~ • The Court is respectfully requested to det:ermine proper distribution in this estate. ·" The First and Final Account of LILLIAN K. ROSENBAUM, Executrix of the Last Will and Testament of MILTON L. ROSENBAUM, Deceased,· late of the City of Washington, Washington County, Pennsylvania. ' The Accountant is charged as follows: PRINCIPAL PERSONALTY To Amount of Inventory & Appraisement . Gain on Sale of Stock -SCHEDULE "A" INCOME PERSONALTY· • 9J "' .... ' • ... j ,.~ Dividends as ,set: fortli·'in SCHEDULE "A" ,,. ' ' ....... .(-l<p><, Interest as set forth in SCHEDULE nA" .I I .. , : d # .. il, t £' ... . 1 .. ! "" ... .. .. .... ,. .# . . f ~ ..; , ·.\· .. PRINCIPAL REALTY· ' ,.. -4 I INCOME REALTY '· N 0 N E $24,748.60 881.40 497.97 552.25 TOTAL CHARGES -·------------------$26,680.22 . The Acc~untant claims credit as follows: PRINCIPAL~ INCOME PERSONALTY Amount of Administrative Expcenses, Preferred Debts and Other Debts & Taxes, as set forth. in SCHEDULE "B" $ 4,868.20 TOTAL CREDITS -------··--~~:~---$ 4,868.20 BALANCE FOR DISTRIBUTION. --------------·-----~-----------------~--------$21,31Z.02 , .. DuPont General Motors 1967 1968 Preferred 1967 1968 ,, The Signal Companies .. > • . . The Perry-Fay ·C(i);· I ., f J ·' . S C H E D U L E ''A" ·. ' . ~ .. , ~ ''1 DIVIDENDS $ 11.25 45.00 $ 25.00 100 .. 00 $ 56.25 125.00 30.00 22~50 . . . Radio Corp. 0 '~ .. r f I ,._• ~ - 0 t' '' :: General Public· Utilities ~-• j .., • I .·-' • • ~ ll I ;' i• ... -' .+ .... :·~ ~ .. ' f . The Lehma~.corp• . . ' J • l' .~-;) ".:_\ . • ' I • ' > ,. J> i . 68.00 85.98 '110.24 T 0 T A L -------------$ 497.97 INTEREST Dollar Savings Bank .1967 $ 385.70 U. s. Treasury Bonds · 120.00 First National Bank 46.55 T o.T A L -------------$· 552.25 GAIN ON SALE OF STOCK 1/31/68 40 Shares Perry-Fay Co. Selling Price · Inventory Value $4,281.40 3,400.00 G .A I N -------·---------$ 881.40 • ADMINISTRATIVE EXPENSES: . James· R. Donaldson .: . i ~, . ' ' t.~ S C H E D U L E "Bu ~ ... Costs. Advanced:' i 11-17-67 Josephine M. Douglas Letters and Short Certificate $ 13.00 . . 11-20-67 11-21-67 11-21-67 Josephine M. Douglas Wash. Co. Reports Observer Pub. Co. 1 Short Certificate ~ if ... • 4; ·,.f . .. . Advertising .Letters . '~ : ~~ •r 0 ~ Advertising Letters , . ' 11-28-67 Guy Rogers Qualifying Witnesses to Will Filing Inventory 1-4-69 Russell Marino Expenses connected with transfer of stock, etc.: 6 Death Certificates 5 Short Certificates 15 Affidavits . Transfer Tax Registered Mail Wash. County Reports Lillian K. Rosenbaum James R. Donaldson Russell Marino PREFERRED DEBTS: Robert C. Gordon Home Xerox ~opies Executrix's Commission Attorney's Fee Filing Acco~nt for Funerals Funeral Beth Israel Cemetery Cemetery Lot Ambulance Service Trip to Hospital Drs. Ruben & Pirris Professional Services Lillian K. Rosenbaum Family'Exemption OTHER DEBTS & TAXES : Bristor's Nursing Home Final Bill Continental Casualty Insurance Co. Premium $ 6.00 5.00 15.00 3.23 14.27 Decedent's share of telephone & utilities at home Kurtz Monument Co •. Annex & White Cross Grave Marker & Plaque Medicine 1.00 12.50 12.50 20.00 9.50 43.50 6.70 T 0 T A L ------~------ .~ ' '· i• ' . $ 118.70 NONE 1,635.00 17.00 10.00 10.00 1,000.00 140.00 43.50 60.00 270.00 25.00 $4,868.20 Washington CoUnty ReportS 63::S."OOCI!RJf6AJJiCS::I:I~lLU. Washington, Pennsylvania (PUBLISHED 'BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY OF WASHINGTON) STATE OF PENNSYLVANIA ( SS. Personally appeared before me, a Notary Public in and for said Counfy and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official lega]· periodical for said Washington County, publisbed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in this behalf; that the said WASHINGTON COL'NTY REPORTS was established on March 31, 1920, and was: designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: - November 30, 1967 that the affiant or the corporation in behalf of which he is acting is not interested in the subjeCt matter of said notice or advertising and that all of the allegations of <hi• •ffid'"" "'{Y~;d oh'(f;?'' ~ ~ ·-· ............................................... -.................................. £d"i~; Sworn to and s .... J~,day of ......... .P,~~~mJ?.~r. .......... , 196 . ..7.. .. ...... .1.~~~--cJ. ..................... .. II:ATH~INE C. YARD, _Notary Pu Wash.1ngton, Washington Co., Pa. My Commis§ion Expires Nov~mber 1, 1969 "tary Public Estate Notices The Register of Wills has granted letters, testamentary or of adminirtration, 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 ~hem for settlement to the Executors or Admin- istrators or their Attorneys . • • • • • • • • • • • • • • • • • ROSENBAUM, MILTON L., Dec' d. Late of the City of Washington, Washington County, Penna. Executrix: Lillian K. Rosenbaum, 244 Locust Ave., Washington, Pa. Attorney: James R. Donaldson, 614 Washington Trust Bldg., Washington, Penna. Observer .. Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News.paper Advertising Aet of 16 May, 1929, P. L. 1784, as amended. Commonwealth of Pennsylvania, County of Washington, SS: ........... . Pe.z'sonally ap·pear·ed befme me, a Notary Public in and for said County and State, ...... gi.~b.~.r.4 ... § .. ~ .... .9QW.~~ .................. , who being duly s.worn according to law, deposes .and says that he is the $..e.C. .. ~.Y-.a .... §!: .... 1'.r.e..~.$.. • of the Obsrerver Publishing Company, a Plennsylvania corporation, and it·s agent in this behalf; that the said Company is• the owner and publisher of the Observer-Reporter, succressor to The Washington Observer, established Se.prtermberr 18, 1871, and The Washington Reporter, established August 15, 1808, a daily news•papre.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 predecessors have been established and published continuous<ly for more than six months• prior to the publication of the notice hereto attached; thrut the printed notice or advertisemelilt hereto attached is a ·copy of an official advertisement, official notice, legal notice or legal advertis·ement, exactly a's printed or published in the Obsrerver-Reporter in its regular editions on the following date or dates; ............................................ . ........................ N.9.Y.~m.P.~-~---~-'l.,.P..~~-e.m1:?.e..r. ... .4 .... ~~-4. .. J .. l., .... l9.9..7. .. . that neither tb!e affiant nor the Observer Publishing Company is interested in the subject matter of s•aid notice or advertising and that all of the ane.ga- tions· of this affidavit as to the time, place and character of publication are true. .. ........................... ~WA~~--~--- Sworn to and w. 26792 subscribed before me this ... ll ... day of .. Pe.c.embe.r ... 1967 ~"'l~.~-~~~;~c WASHINGTON. W~SHINGTON COUNTY MY COMi?.ISSIO~ EXPJBES MAY 6, 1968 In the matter of the Audit of Account in Estate of MILTON L. ROSENBAUM No. 406 , _,o=f ______ , 19~.~ TO THE AUDITING JUDGE: Enter ____ ~m~y~ ____________ appearance for ______ ~A~c~c::o~u~n~t~a~n~t=------------------------------------ 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 distrl.bution shall file a separate concise state· ment in that regard. J No. 406 pf , 19....§.2_, ~ In re Audit of Account in Estate of . MILTON L. ROSENBAUM AUDIT Jfrurripr fnr 1\ppruraurr FOR Accountant JAMES R. DONALDSON Attorney ~9- '-'1 ~ t_ ~~ )> J:~ ~ 2 = JTI '{:J z ::t)o (/) '--' Q ---. -! ' ~ooo;:o ~z-z ::u • !• z . , il ~~o··· It 1'1'1 C • '''7 rn--> 0 'l"'2('-! -! :z mm~):lo -<S~r !<G o >-(/) z~ 0 > z '-- "" ........ .' \ ' 'J .. / \ ' .,- IN THE COtJRT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVDIA ORPHANS 1 COURT DIVISION NO. 406 of 1969 ESTATE OF MILTON L. ROSENBAUM, Deceased. PAY TRANSCRIPT ··~ ~ ~.:::0 C? !:7 ........ ~·~-4 ., • .... ,::;f~f" ·I _..,_ ~ ~;:: •... :.: ·~..( .. :<:::-V') -~-'>-~-~' -.... _ jfj/1 ,..... . .'-.;;· {~,.:; 0..,.. ···J :-· -~ .~: :_oN~ ...... ,...,.. .~J ~ (,.) ~- !:.:;:~, r~·-·-,. . ......, r·l:.., fl ~ f ~;? t~'1 " -~ -~·....} ~ - JAMES R. DONALDSON ATTORNEY AT LAW WASHINGTON TRUST BUILDING WASHINGTON, PENNSYLVANIA I IN THE COURT OF COMMON PLEAS. OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF MILTON L. ROSENBAUM, Deceased. ) ( . . ) NO. 406 of 1969 PAY T R"A N SCRIPT The undersigned1'hereby acknowledge to have received .from the above • ,'~ • If,, • I Estate 1111 • 1 if • ""-.'\ 't "!!"' \."1-. • _.. \ ' I ~~ l • • • ..-. .. • ' ~ 'li ~ .-'"' ~ '., 1 • ' the •amou~!:s~awarded' to eacp by ·the Adjudication and Decree: of the Orphans' Court at the above number, said amounts appearing opposite the signatures of the I , ' ,· undersigned. Russell Marino, Clerk o. c. ,,·~osts $; : 36:.so ·See. l?eaGY,t OPl A{;"tt,/,ci4;, ~J?~ee t Russell Marino, Agent, Transfer In- heritance Tax, with interest from 1-30-69 to 7-13-69 407.59 ·S<=e..))tTet/<e:(-for Efit~/lfee:s-;lfs Lillian K. Rosenbaum, widow, residue, including cash and the following assets held in kind and distributed as such at the appraised value, credit to be taken by the accountant f for items advanced prior to distribu- tion by the Court: 104 Shares. Lehman Corp. Stock $4004.00 53 Shares Shamrock Oil & Gas Corp. Common Stock 1616.50 25 Shares Signal Oil & Gas Co. Cuml. Preferred Stock 762.50 68 Shares Radio Corp. of America Common Stock 4318.00 .20 Shares General Motors Preferred Stock 1605.00 10 Shares DuPont Common Stock 1615J00~ 35 Shares The Perry-Fay Co. Common Stock 2975.00 54 Shares General Public Utilities Corp. Cammon Stock 1539.00 ~ ... ~) kJ 21364. 93 --"-~--· --.£,...1.1-r_ '' fJ-"-j (/~--~-~__;;_:;,~- Form RCC-33 COMMONWEAlTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS J RESIDENT DECEDENT COUNTY OF .... W.A.SH.INGTON ............................................ . IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of the_Inherit,ance __ ~n!i E!;;t,!J,te '],'ax Act or 19!)1.) ................ MIL~:.;~~=~;;.~;:.~~::~~~~ OF...... . ................. }~:M~:::_It (State full name of decedent) """" .anu:OA . .r.w>..LV Late of ............. W~.!?.hJ.~gt._Q_~ ............................................. County State of ........ P.J,1.:N.N.S..Th.YAN.J.!.\. .. } County of .WASH .. l.N.GTQN ................................. _._._._._._.._ ... _. .... _.._._._._. ............. : ss: ................... L.lL.LlAN .. K., ... ROS.ENB.A.UM........ ................... ..... ... ... ... ............ . .... . .. . .. .... .. ..... . Executor of the estate of the above-named decedent being duly sworn, deposeS and sayS Decedent ·died ............ QG..t.Q.P~l; ... ~.Q (Month) .......... , 19 ... J>..7. ..... ,J testate leaving a last will, copy of which is hereto attached. } (!lay) (Year) l -!rrt-S'te- Name and address of attorney or} other au:horized representative to whom all correspondence should be_ .J~m~_s .Jt~ P.9P~lg§QI1 _ ... . . .. .............. .. .. .. 614 W~sh:i,llgtQP T:r.'.tl$t Bl4K.· , W~!:ih:ii1gt.q~l 1 Pa. 153QJ ............. .. mailed. - That as such .~.e.c.u.t.or. ...................... deponent is familiar with the affairs of said estate and the property con- < Exl~cu tor-Aclministra tor) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX Mellon National Bank & Trust Co. Washington, Pa. THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN NAME OR NAMES OF HOLDERS TO DECEDENT Milton L. and Lillian K. Wic.::.f..::e ____ _ Rosenbaum 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 Sc.hedule 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 and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death ' in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of. the United States, or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and'all other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated market value thereof; all bonds and mortgal!es held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable to the estate from life insurance 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 at the time of death, with the market value thereof at such time. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the· date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together w.ith a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.· It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. 'The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each 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 schedul.e a.coJty of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real an~_perso~_al, with its value, which paEses at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the_ will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Schedule E attached hereto _and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible,, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, pl.us 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 charge.able for period prior to decedent's death (except. those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or· debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,- have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ..... lQ.t.h ........... . ........... "'············--····---...... . . .. ... day of . J. ~P.::U_a_!..Y.. ........................ HP.~ .. ~----· ~~f~Pe~~=: ~ )l<: Jl'? il / ""'''"'"'"''"'''<<•<•<<<<<<oo<O•oo••ooooo1ooo<,,l~o<<<<<•oooooo<<<OO~ooo0000<0M•<< (Executor-Administrator) ---~-~-4. ..... L.9.~.1.J.-~ .. t. ..... A.Y.~.P.:~-~---········································~········M···· (Street Number) .W~§.n.i.n.g_t..Q.P..J ....... r.~.-~ ..................................................................... . My Commission expires Apr. 12, 1971 (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 (1-6.4) COMMONWEALTH OF PENNSYLVANIA DEPART~ENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEQENT SCHEDULE .. A" -Rf:AL PROPERTY. Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property hl:'ld by the .de.cedent as tenant in common with another or others, should .be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Com!'l~['lwealth 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 parce.l at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accr.ued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted from this schedule. ' N 0 N E ' . ' ' : . ! ' I I ' i I i i ' I ' I - Insert this:total opposite "real property", Schedule uAv' in the X X X X X .. A.s Reported" column on the last page of this return. / RCC-35 .COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tang.ible 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 fact that they are not of the administered estate. Tangible personal property should be listed first (e. g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . . stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in any undistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item NO• 1. 2. 3. 4. 5. 6. 7. 8. 9. ITEM List and describe fully 68 shares Radio Corporation of America, common, @ 63 1/2 20 shares General Motors preferred, $5.00 Series, @ 85 1/4 10 shares DuPont common @ 161 1/2 75 shares The Perry-Fay Company common @ 85 .. 54 shares General Public Utilities Corp. common @ 28 1/2 53 shares The Shamrock Oil & Gas Corp. common @ 30 1/2 25 shares Signal Oil & Gas Co., $2.40 cuml.conv.pfd. @ 30 1/2 3 $1,000 u. S. Treasury Bonds of 1969, dated Oct. 1, 1957, @ 97.12 104 shares The Lehman Corporation capital stock @ 38 1/2 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. UNIT VALUE X X ES'FIMATED MARKEr VALUE 4,318.00 1,605.00 1,615.00 6,375.00 1,539.00 1,616.50 762.50 2,913.60 4,004.00 $24,748.60 DEPARTMENT VALUATION (Do not write in this space) I / I v v RCC-36 COM!IfON'.IK\LTH OF PENNSYLVANIA TRANSFER INHERITANCE 'fAX ~SSIDENT DECEDENT SCHEDULE "C" TRANSFERS (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no)~N~o ____ _ (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership'? (Answer yes or no) No (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer ----------- (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) No (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power 0f disposition? (Answer yes or no) ________ _ (b) What was the transferee's age at time of decedent's death? ________ __ (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) ~N~o~------- (b) The right to designate the persons who shall 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 transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) No (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) __ ~N~o~------ (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 :i.s 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 (Es tlma ted) DEPT. VALUATION (Dept. Only) C~M'Ii)NWFi\LTH l)F PENNSYLVANIA fH\~~FEH IKHFlUTANGE TAX l1.F~ITYEJ\'T DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I~STRrCTIO!'iS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, sctanding in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated tmder Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, addr,ess and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisit-ion, N~me ~ Unit Address and Relationship of Co-Owners, and Place < Value of Record of Instrument, where Real Estate. l I percentage Share All jointly held property was in th4 names of I Milton L. Rosenbaum and his wife, Lilliar: K. Rosenbaum, except the foll~ing I which are in the names of Milton L. Rosenbaum and Malcolm K. Rosenbaum, 1 1 his son: 1 -$100 State of Israel 10 year Dollar Savings Bond Second Development Issue due 10 years from issue date, Maturity Value $150 -dated 7-1-63 1 -$100 u. S. Savings Bond Series E, issued Feb. 1944 1 -$50 u. s. Savings Bond Series E, issued Dec. 1944 1 -$50 U. s. Savings Bond Series E, issued Feb. 1945 2 -$25 U. S. Savings Bond Series E, issued Jan. 1944 Estate Valuation 120.00 157.00 76.00 76.00 DEPARTJ~NT VALUATION CAUTION-Do not Write In This Space. Value of Entire Value of Decedent's I / J I Property Interest 89.25 v I I Insert this total opposite "Jointly Owned Property", Schedule "E" 468 .. 25 in the "As Reported" colWllll on the last page of this return. ( h RQC-37 (12-63) C'Ol\1~10N\YEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT --' BENEFICIARIES AND ADDRESSES State full names and addresses of al] who ave an interest, vested, contingent or other wise, in estate) Lillian K. Rosenbaum 244 Locust Avenue Washin~ton Pa. '. SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH widow Yes F.nt.; l"A 'R!::+~ +,::o r- Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE " Will Administration ~ No. Dl THE Year .... :\lATTER OF THE APPRAISEMENT OF THE ESTATE OF .MlL.TON L .•. ROSENBAUM. Deceased L<lte of Git:y ():f Wal3.J:1.in.g1:oi1 .. County of washJngt:on Commonwealth of Pennsylvania REPORT AND APPRAISAL '. -J !: -~ ) (Executor-Administrator must complete "As Reported" column #1.) 0 .... 0 "' "' >-3 ~ $1> cr co trl "' ...... $1> ...... (1) 8. ~ • $1> 0--1.~ : . (;)> . ::::::...._ ~ :~""-"' ~- :,_,..:-... :~w ;">---.?" :~c-) " ' ~ :...........:._......_, '"d :::0 (1) (1) .... $1> "' -0 :::3 "' $1> .... -0 '"d"g .., .., .g ~ ~ en c:: ~ ~ > :::0 Vl Vl .....:: (") (") ?" ?" ~ > : : .00.00-0.00.00.00 :~ ·~ ,. :...:~ :~ :oo :m :o . :~ . ..--.. :z :~ Z·> :0 ~ :0 "' :::s :...:~ :::s :::0 :CD :~ :CD ct> ..--.. '00 '0 -:. o-m :o .., r:;r ~ .00~-0-oo-oo-oo ~: .. :~ : :~· : .· ?" . . . ~. ~ ' : : . . : "~ v ~. ~-. . . ·. (t ..-.... :"( • ~ • .~ • f; ~ :~:. :_~: :~ 3 :, ;-:' : : '"~: ::;· :~: ·~: .{"'\.: a. . '-'· ·t . . ,...., -~"-: :\ ......... -l : . \ •I .. Form RC C-lo OFFICE OF TME REGISTER OF WILLS OF WASHINGTON ·- COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS J '"' SUM "' •..••...•... ,lffC!Jt,?O DATF. APPROVED --.. -. 1 ... =---~------------------.L DEDUCTIONS ALLOWED IN ~ /' Register ESTATE oF MILTON L. ROSENBAUM·· LATE oF City of Washington DATE • Jan. 14. 1969 ' 0 t b 30 1967 DATE OF FILING APPRAISEMENT _:__ __ _:·-----OATS: OF DEATH _.Ja:C~O~e:::=.r.....!::~•L......:~~---- NO. OF VOUCHEJII NAME OF PAYEE REMARKS AMOUNT ' 13 00 11/17~~~~~6~7~+---~~J~o~s~e~p~h~in~e_M~--D~o~u~g~l=a~s------~=Le~t~t~e~r~s-=&~S=h~o~r~t~C~e~r~t=i=f=i~c=a~t~e+----=~~- ll/2cl/67 Josephine M. Douglas 1 Short Certificate 1 00 11/211/67 Wash. County Reports Advertising letters 12 50 l_lL2JI/67 Observer Pub. Co. Advertising Letters 12 50 llL2fl/67 Guv Ro!!ers Qualifving Witnesses to Will 20 00 1 I ~l/h9 Rm::!=:ell Marino Filing Inventorv 9 50 fl neath r.ertificates 6 00 5 Short Certificates 5 00 1~ Ai'i'in~vi-t.!=: 1fi 00 Transfer Tax 3 23 ReQ'istered Mail 14 27 w~c:::h r.ountv Renorts Xerox conies 6 _70 James R. Donaldson Attorney's Fee 1,635 00 Rn!=:!=:e11 Marino Filing Account 17 00 Rohert r. Gordon Home for Funerals Funeral 964 00 Heth T!=:r::~e1 C:emeterv Cemeterv lot 575 00 Ambulance Service Trip to Hosoital 10 00 nr!=: Rnhen & Pirris Professional Services 10 00 t_; 11; ~n K Ro!=:enbaum Famil v Exemotion 1 000 00 Hristor'!=: Nursin!! Home Final Bill 140 00 43 50 -r.ontinental Casualty Ins.Cc.Premium hO 00 Knrt7. Monument Co. Grave Marker & Plaaue 270 00 AnneY Rr. White ("ross Medicine 25 00 4,868 20 ... .Jf f'O YfOJrJd COMMONWEALTH OF PENNSYLVANIA '} COUNTY OF --"W!.!.A"'-!S.uH~IN~G'-:!:TO~N:l_____ se: -Jr I, _____ ..... Lul..~ol..u,I.._,JLIA~Na_JlK .... __,~;RMO.I.lS>l.E&:~.N.IlLlB!.tlA.J.U!JlM!L::'·.:.;.' '----------HEREBY cERTIFY. THAT. TO THE aE•T oF .... y I<NOWL!DGE AND BELIEF, TH! FOREGOING IS A JUST AND ii'RU E arATEMENT OF DEBTS,. FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF MILTON L I RQSENBAIIM DECEASED. AS DEDUCTIONS FOR (L. 5.) ~ ~/Gf-~ SWORN AND SUBSCRIBED BEFORE ME THIS 2 d -DAY 01' :5~:t' ~· ·e&) . 1eruL , I 1.. . c Yftln; t.""" DA INHERITANCE _-TAX PURPOSES. " ', ~fiaa"lngton, w18C:,t, Notary Ptlbllo y Commission E llgton County P Jepfres M' • a. ar. 26, 1973 I I I I i R C C-8 I (2-64) COMMONWEALTH OF PENNSY.LVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILliNG OF APPRAISEMENT LILLIAN K. ROSE:Nl3AUM (Executor ~'"W· IN YOUR REPLY PLEA8E REFER TO 37-68-7 In Re: Estate of,_ ___ ..,;;M..::IL~T--=-0--N_L;.;_;_ • ....:R..:....:O_S_E __ NB;:,A_U.:....M ____ _ ..-----,---.:.::WA:..::S::.:.H:::.I::.:Ni;::..GT~O::::N=-------County -File No. 9480-203 Dear Mrs. Rosenbaum: You are hereby notified that the . mriginal appraisement in the estate of Milton L. Rosenbaum has been filed in the office of the Register of Wills qf Waship€ton County on January 20 , 19_29. Said appraisement reflects the I . . , . following va~uations: Jt. Held Real Es~ate _____ ~----~~..-~~----Persona~ Propert¥~----~2~4~~~7~4~8~·~6~0 ____ _ fTamsfkts..-----~~--~4~6~8~·~2~5 __ __.. Tota~ ~----~~------~2~5~1~21~6~·~8~5~--- As to such tax that is pc:J,id within three months.from d,ate of death, a. five (5%) percent ~iscount is allowable. As to any tax that remains unpaid, after one year from date of death, interest at the rate of six (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. signed /a/(? Title W.R. CHANEY, DATE OF DEATH: October 30, 1967 Note: This is not Q b.ill. J R,CC-39 (6<.@i7) ·::OMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ROSENBAUM, HILTON 1. FILE # 9480-203 October 30, 196'1 SUMMARY FlEE # 9480-203 TtEPOHT OF INHERITANCE TlX APPRAISER I, the undersigned # 63 Washinggon duly appointed Inheritance Tax Appraiser in and for the County of , Pennsylvania, do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A", "B", "C" and "E". the real and personal opposite each item in Dated: 01-30-69 10-30-67 HEPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for----------- County, Pennsylvania, do r.:;,spectfuJ.ly report that I have allowed deductions in the amounts claimed by deponent, except as to those i terns 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: INVENTORY Heal Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ESTATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax Tax Tax on $ on $ on ~ Less tax previously paid BALANCE Less 5% of tax if paid within REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ $ $ __________ __ 24,74S.6o:= Z4,74S.60·-, · _____ _ / =====::::= $ ---- $ * $ Cm{PUTATION OF TAX =====~-----'- -~---- 468.25'- 2),2r6'.S5 ·- 4<fo7,Jo ;- 1a.3o9' Ia·._ ======:= As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. 3 months afteF death $ =====:= 3.ALANCE OF INHERITANCE TAX DUE Add interest at rate of H% from to AMOUNT OF ESTATE TAX ASSESSED $ _____ _ Estate tax paid BALANCE DUE Add interest at rate of 6% from to -------------- _FOR USE OF REGISTER ONLY $ ------ TOTAL TAX BALANCE PAID ADJUSTMENTS $----~-- $ ______ _ $~-----$_~----- $ NOTE: Where subsefJuent 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. ...... Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .. l.'{I:i.'l'ON. ~-~-ROS.ENEA.UM. .. Deceased Late of . WASHINGTON County of WASHINGTON ..... . ....................... ····· Commonwealth of Pennsylvania,·· REPORT AND APPRAISAL '1'- c -;~ 0 .r. ~- ~ 7\ · •. )-7 ~ .. Cl'. -· c.. .··~ q '"1 0 ~' ·! I Form.RCC-2 . -. ..................... ~~~~ry, .. ,~~ .... -~.?..?.~ ....... <;O]WMONWEALTH OF PENNSYLVANIA DATE • pEP1\RTMENT OF REVENUE RESIDENT INHERITANCE TAX ...................... W?.:.~.h-~~g~g:r:l ......................... -COUNTY BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 17127 APPRAISEMENT FILE NO ......................... ~.9.4..$.0:::.?.QJ ......... Whereas, ........................................ Milt.on ... L. ....... ~.Q§_~n'!?.~P.m .......................................... late of ......................... Wa.e.hingt.on. ................................................. in the County of ......................................... W.~9.b..:L.ngt..on ............................................................ Commonwealth of Pennsylvania, having died on the .................................... J..9 ... ~.h .......................................... day of ..................... :9..<?.~.C?.l?.~:r. ................................ 67 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................................... ~-~ .. ~ ..... 9.h~~.~.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 inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaea $ PERSONALTY: 68 shares Radio Corp. of America, common 4,,318.00 20 shares General Motors preferred 1,605.00 I 10 Rh.::~-res DuPont common 1,615.00 I 75 Perr~Fav Company 6,375.00 shares the 53 shares the Shamrock Oil & Gas t;orp. 1,6in6.50 "" 25 shares Signal Oil & Gas Co., 762.50 I 3 $1.000 u.s. Treasury Bonds of 1969 2,913.60 .·1 104. shares the Lehman Corp. ~~00~.00 24,748.60 I 24,748 60 JT. HELD: : u.s. Series E. Savings Bonds ' 348.25 $100 State of Israel 10 year Dollar Savings Bond Seoond Development Issue due 10 years form issue date, maturity Value $150. 120.00 ' 468.25 468 25 Total 25,216 85 fonn~'!,~ ~': ~:lfh:Sw<>l"!lj'Qd~~~: ~.~ :r·~~~~·~~Is;~:;;~l? Appraiser ~-·····················-......... ~ ....................................................................................................... ~~-· ............................................................. , Penna. at Ofllee) . ;,1 .. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MILTON ~. ROSENBAUM ·················· ···········-······ ........................ ··········································· Deceased. · Late of WASHINGTON Date of Death, ..... .O.c.to.l:.t~r. ... .3.0, ... l9.97 .................... . Appraisemel!t Docket Vol., ........................ .?..?.. .................... . Page, ............ 9.$..~7 ..................... No ....... 9.4.?..Q::.?.9.?. ............. . Filed in Register's Office, .J"CI.rJ,:tJ:C¥'Y_)Q.d9.~.9. Amount of tax due, $ .................................................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo,ut Appra-isement, Appeal f,.om Appraisement, Entered and charged, J ~; ,.- ~ ':-.. ~ . r ·vd ··-o:) N015HHtSVfll ·r: 'SllltA Jf) 'tLlLS1~Td ., oti\'d··:H T1,::-ssnu Uh 21 Hd £ lHf 59~ ;11,(':'! .... , l ~ i: \.J .. ::J : d .~1 .. ~- r #