HomeMy WebLinkAboutOC1969-0549 - ESTATE OF SWIHART~3 -~r--2?'4 c;>'•
1\ffibuuit (@f iExerutnr (@r 1\~miui1itrutnr
j;tatrnf Jrttttsyinattia.~ss:
C!1nUttty nf lIas~itt!ltntt ~
P all b f h 'd . d h'Notary"Public . d f 'dersony e ore me,t .e un erslgne aut orlty,a """"10 an or Sal
County and State,appeared."";M~.!.:y.ff.:§.g.~.~£.~.E "who,being duly
sworn according to law,deposes and says that She is the execut~r~of the estate of
Mary Swihartl a/k/a Mary M.Swihartl d d h h f .h d 1 .·a:!I{la"1V1;a·ry..·M·agcl'al'eJie:..SW'fl'iarr;..·..· ·ecease ,t at t ~~r;;oIS~i~:r~.e~/~/~:tu~et~.
complete Inventory and appraisement of the real and personal estate of..."""""",
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named Executor Admin~.
,~ay_~!~:~:~~~~:;·ft:~:..:·l~·~~·_·····-
_.~s;'~4~~~RcoNJ~~{p~:~re ADDITIONAL INSTRUCTIONS
-1.A;'in~.~~~~~q~t~~ii~within t~ree ~o~ths ~fter appointl?ent of person~l.representative.
2.AS'Upple1>hentitl mventory must be fIled wlthm thirty days of discovery of additional assets.
3.1 Origiilal and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
.Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return..
REFERENCE FOR ADDITIONAL COpy
Act of 1947 -P.L.513 Sec.,5S~t,(72 P.S.4844.2"'-,....;...
lIuurutnry Ut\~1\ppraisrmrut of the goods and chattels,rights and credits whichMarySwihart.a/k/a Mary M.Swihart.'..
Were of ",,~lJs.I.9:M~.!:y.M~g~;t~!~.~~..§~J.h9:.r..t.iate of'g.9:ggn.§.1?~.r..gA".:".
Washington County,Pa.,taken and made in conformity with the above affidavit.
j.
PERSONALTY
Checking Account No.662-715-979 in Western Pennsylvania
National Bank (Washington Office)in n/o Mrs.Mary Swihart.
Balance date of death
Savings Account No.16861 in Pittsburgh National Bank
(Canonsburg Office)in n/o Mrs.Mary Swihart.Balance date
of death
Savings Account No.X 987 in Mt.Lebanon Federal Savings and
Loan Association~(Donaldson's Crossroads Office)in n/o Mrs.Mary
Swihart.Balance date of death
Savings Account in Mellon National Bank and Trust Company.
(Canonsburg Office)No.C-2400.in n/o Mary M.Swihart.
Balance date of death
DOLLARS
150 32
1.625 07
5.658 48
2.378 46
CENTS
100 shares Ridge Realization Corporation (Del).Common stock.
certificate No.N-8661.in n/o MarY,M.Swihart @ 5¢,.
12 shares Chas.Pfizer &Co••Inc.(Del)common stock.
Certificate No.NO 257679.in n/o Mary M.Swihart @ 79 3/16
4 shares Salem-Brosius.Inc.(Pa.)common stock.certificate
No.5358.issued 5/10/54 in n/o Wilbur W.Swihart and~Mary M.
Swihart"as joint tenants with right of survivorship and not as
tenants in common.(Wilbur W.Swihart died 12/13/57)@ 7 1/12
DIVIDEND on above paid to stockholders of record 4/11/69",
per check dated 5/15/69
Unrecorded Article of Agreement from Mary M.Swihart.widow.to
Thomas C.Swihart and Elizabeth E.Swihart.his wife.dated July 30"
1964 for sale of Lots 42 and 43 Highfield Plan..(P.B.31 page 181)1 in
Chartiers Townshipl Washington County.Pa.Balance due at date
of death of Mary M.Swihart.including interest to 5/2/69 -$2182.42
VALUE LISTED UNDER "REALTY"
5 00
950 .25
28 33
o 40
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Re:Estate of Mary M.Swihart,a/kIa,etc.
PERSONALTY (Continued)
23 Series "E"United States Savings Bonds.all in the name of
Mrs.Mary M.Swihart.Value date of death (per list of
said bonds shown on EXIDBIT A.attached hereto)
Total Personalty
REALTY
ALL those two certain lots of ground situate in Chartiers
Township,Washington County,Pennsylvania,being known
and designated as Lot No.42 and Lot No.43 in a plan of lots
laid out by M.Miller Potts,et al.,called "Highfield",re-
corded in the Recorder's Office in and for Washington County
in Plan Book No.3,page 181,said Lot No.42 having been
conveyed to Wilbur W.Swihart and Mary M.Swihart.-his wife,
by Donald A.Beall and Lyla A.Beall,his wife,by deed dated
July 6.1949 and recorded in said Recorder's Office in Deed Book
Vol.760.page 48;and Lot No.43 having been conveyed between
the same parties by deed dated June 10,1947,and recorded in
Deed Book Vol.727.page 381.
The said Wilbur W.Swihart.died,intestate,on December 13,
1957,whereby full title to the above described lots of ground
vested in the said Mary M.Swihart,as surviving tenant by
the entireties •
There is erected upon Lot No.43.a one story,frame house.
UNDER AND SUBJECT,however,to an unrecorded Article of
Agreement for the sale of said premises from Mary M.Swihart,
widow,to Thomas C.Swihart (a son).and Elizabeth E.Swihart,
his wife,dated July 30.1964.Thereafter.the said Thomas C.
Swihart and Elizabeth E.Swihart.were divorced by Decree of
the Court of Common Pleas of Washington County,Pennsylvania.
dated December 31,1968 and filed to No.264 March Term 1967,
A.D.of said Court.Thereafter,the said Elizabeth E.Swihart.
assigned all her right,title and interest in and to said Agreement,
and the real estate described therein,to the said Thomas C.
Swihart by written,but unrecorded.Assignment dated January
30,1969.
.-
".
$9,171.02
----------------
Principal balance due on said agreement at date of death
Interest due from 6/1/68 to 5/2/69
Total value date of death
SUMMARY
$2105.20
77.22
$2,182.42
==========
Total Personalty
Total Realty
TOTAL ASSETS OF ESTATE
$19,967.33
2,182.42
$22;Tf§:-75
..
EXHIBIT A~
LIST OF SERIES "E"BONDS,ALL IN THE
NAME OF MRS.'MARY M~SWIHART~·-------III!"e!l _
Maturity
Value Number Date of Issue Value date of death-------------------------------------------------
$1~000.00 M22 218 313 E March 9~1950 $1~410.80
1~000.00 M22 318 312 E March 9~1950 1~410.80
1~000.00 M22 218 314E March 9~1950 1~410.80
500.00 D22 128 836 E March 9~1950 705.40
500.00 D22 128 837 E March 9~1950 705.40
100.00 C 166 107 982 E June 20~1951 134.00
100.00 C 168 679 915 E September 21"1951 134.00
100.00 C 171 316 995 E February 26~1952 131.76
100.00 C 174 555 313 E April 1~1952 131.76
100.00 C 178 282 294 E .July 8~1952 131.56
100.00 C 200 759 766 E September 9~1952 128.80
50.00 L 250 998 838 E September 9~1952 64.40
50.00 L 251 351 346 E November 1"1952 64.50 ""100.00 C 206 359 985 E April 20~1952 126.•84
100.00 C 213 334 591 E January 18~1954 125.08 ..;.
100.00 C 218 604 827 E July 27 ~1954 123.04
100.00 C 221 111 398 E December 1~1954 121.04
50.00 L 296 ·810 029 E June 9~1955 59.56
(All of the foregoing bonds were issued in the names of
Wilbur W.Swihart or Mrs.Mary M.Swihart (husband
and wife).The said Wilbur W.Swihart died 12/13/57).
100.00
100.00
100.00
C158831513E
C 225 120 763 E
C227 507 196 E
June 6"1950
April 1"1955
September 14"1955
138.68
118.80
116.80
{The three $100.00 bonds listed above were issued in
the names of Mrs.Mary M.Swihart or Wilbur W.
Swihart (husband and wife).The said Wilbur W.
Swihart died 12/13/57).
500.00
1~000.00
D75 699 557 E
M76 247 950 E
.
January 20~liE8
June 24~1958
565.20
_lLl1~QO__
(The two bonds listed above were issued in the name
of Mrs.Mary M.Swihart).
TOTAL VALUE OF ABOVE BONDS AS OF DATE OF DEATH
EXHIBIT A~·
$9~171.02
f,
NO.atos3
63-69-549
INVENTORY lUif D APP--1AISEMENT
VlARY (MAG~LINE;SlrJIHART,..etc'. . . . . .I r ~.,~r I r I r
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KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 30th.day of April A.D.19 69 ,before me,
Russ:ell Marino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
Mary Swibart,A/K/A Mary M.Swihart,A/K/A Mary Magdalene Swihlrt
late of Canonsb ilrg in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Mary H.Shearer
rix
the Executl»'in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
1'Iary H.Shearer
committing unto Her the administration of all and singulM'the goods and
chattels,rights and credits,which were of said deceased,and requiring Her
to exhibit·a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this 30th.
day of April in the year of our Lord one thousand
nine hundred and Sixty Nine
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iGttttrs Wtstamttttary
ESTATE OF
Marv Swihart.A/K/A
Mary M.SWihart,A/K/A
Mary Magdalene Swihart
~2
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LAST WILL AND TESTAMENT
OF
MARY SWIHART
also known as
MARY·M.SWIHART
I,MARY SWIHART,also known as MARY M.
J
S WI HA R T,of Chartiers Township,Washington County,Pennsylvania,
being of sound and disposing mind,memory and understanding,do hereby
make,publish and declare this my Last Will and Testament,hereby revoking
all testamentary writings heretofore made by me.
FIRST:I direct that all my property,both real and personal,
of which I may die seized or possessed,shall be sold by my Executrix
hereinafter named,at either public or private sale,at such price or prices,
.\
to such person or persons,at Such time or times,and upon such terms and
conditions as my Executrtx snall deem to the best interest of my estate,and
when the whole of my estate shap have been converted into cash or money,
as aforesaid,I ord~rand direct the same shall be distributed as follows:
(a)I first direct the payment thereout of all
.my just debts,and funeral and administration expenses.
(b)All the rest,residue and remainder of
my estate,I give and bequeath,in equal shares;to and
among my four children,namely,MARY H.SHEARER,
presently resident at 506 Ridge Avenue,Canonsburg,
Pennsylvania;EUGENE A.SWIHART,presently resident
at 625 West Melrose,Findlay,Ohio;WILLIAM H.
SWIHART,presently resident at 18 Crosby Street,
Lawrence,Massachusetts;and THOMAS C.SV!IF-ART,
presel1tly resident at Arlington Avenue,Wolfdale,
Washington Cou~tYJ Pennsylvania .
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LASTLY~I nominate~constitute and appoint my daughter~
l.\1ARY H.SHEARER,to be the Executrix of this my Last Will and
Testament.
IN WITNESS WHEREOF~I have hereunto set my hand and
,seal this ~'f?,1958.
-_-~__~~;SEALlMarySwrhart~also known as
_-_mQ~_'lJj__d!~~~!-:~_(SEAL)
Mary M ~Swihart
Signed~sealed,published and declared by the above named
testatrix~MARY SWIH...A..RT~also known as MARY M.SWIHART~as and
for her Last Will and Testament,in the presence of us.who,at heT
request~in her presence and in the presence of each other.have hereunto
subscribed our names as witnesses.
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.~AJ /}J;-r)J~,~./"'#JJ~./'--1--";1Z ,--1~__________--------------7t~--------
.Address(j
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STATE OF PENNSLYVANIA,
WASHINGTON COUNTY,}SS:
The within narmed Accountant being duly sworn according to law,deposes and sa)B that the above acco'unt
as stated is true and correct as I?.h-.~verily believeS.
Sworn and subscribed before me this HLt..h .~--~~x-----------
Ido certify that I have given legal notice to all persons
concerned of the filing of the wifhin account in the manner pre-
scribed by Statute and Rule of Court,as evidenced by proofs
thereof filed to No.b.~..~.20::-:.f:,.
Witness my hand and official seal this 2.~.
day Of~CJ){i;;;;~/~
Register of Wills
.~~aIl~ar:x 19 ~?!9..
Id"--Irl'A~.Q~_
-,
-,~-JOHN 1'.L1EKAR,Notary Public
"'WASHINGTON COUNTY,PA•.MY COMMISSiON EXPIRES
:JANEARY 30,1970_'0
Washington Cou~t§,ss:
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANSt COURT DIVISION
FIRST AND FINAL ACCOUNT OF MARY H.SHEARER.EXECUTRIX
OF THE ESTATE OF MARY SWIHART,afkfa MARY M.SWIHART,
afkfa MARY MAGDALENE SWIHART,DECEASED.
No.63-69"'549
-------------------------------------------------------------
SCHEDULE A.
PRINCIPAL -PERSONALTY
Receipts (Page 1.)
Disbursements (Pages 1 &2 )
$22,483.11
__~~9J:...9~
Balance Principal-Personalty $17,783.16
Receipts (Page 2.)
Disbursements (Page 2.)
Receipts CPage 3.)
Disbur-sements (Page 3.)
Receipts (Page 3.)
Disbursements'(Page 3.)
SCHEDULE B.
INCOME-PERSONALTY
$258.50
258.50
Balance Income-Personalty
SCHEDULE C.
PRINCIPAL-REALTY
$2,182.42
__1L182~42_
Balance Principal-Realty
SCHEDULE D~
INCOME -REALTY
$35.00
35.00
Balance Income-Realty
NET BALANCE
0.00
0.00
0.00.,
",
$17.783.16,
==========--
Net Balance consists of the following:
CASH
Advance Distribution
(See Exhibit A.at
Page 4.)
$15,565.74
$17.783.Hi
==-==:==:;====
....'..
Re:Estate of Mary M.SwihartI a/k{al etc.
SCHEDULE A.
PRINCIPAL-PERSONALTY
RECEIPTS
To Inventory and Appraisement filed
GAIN on sale Assets:
Sale 12 shares Chas.Pfizer &Co.Inc.
6/6/69 Net Proceeds
Inventory Value
$993.23
950.25 42.98
LOSS on sale Assets:
Sale 100 shares Ridge Realization Corp.
Inventory Value
6/27/69 Net Proceeds
Sale 4 shares Salem-Brosiusl Inc.
Inventory Value
8/7{69 Net Proceeds
Transferred from Income Personalty
Transferred from Principal Realty
Transferred from Income Realty
Total Receipts
DISBURSEMENTS
5.00
4.00
28.33
26.21
(1.00)
(2.12)
258.50
------------------
St.Patricks Church,Canonsburg Opening &closing grave &
funeral service
5/17/69
6/4{69
6{4/69
5/26/69
7{18/69
8/2/69
Louis N.Sollon Funeral Home
Malone!s Flower Shop
Mellon National Bank and
Trust Company
Russell V.Marinol Agent
S.Safranl M.D.
Funeral Expenses
Funeral flowers
Transfer charges -Security
Transaction #137302-(Sale of
Ridge Realization Corp.stock)
Pennsylvania Transfer Inheri-
tance Tax payment on $15 1 000.001
@ 6%1 less 5%discount
Medical services -last illness
Page 1.
105.00
47.70
.75
855.00
14.00
Re:Estate of Mary M.Swihart"a/k/a"etc.
1&/13/69 Howard o.Stevens"Attorney -Reimbursement for following
costs advanced:
4/30/69 Russell Marino"Reg.Grant of Letters &
'~/-'J 4 short certificates $22.50
5/6/69 Washington County Rep.Advertising Letters 14.00
5/17169 Russell Marino"Reg.2 short certificates 2.00
5j23169 The Daily Notes Advertising Letters 12.50
7/16/69 Russell Marino"Reg.1 short certificate 1.00
7/17169 Comm.of Penna.2 death certificates -
{Wilbur W.Swihart}2.00
9111/69 Russell Marino"Reg.Filing Inventory &
Appraisement 6.00
$
60.00
10113/69 John P.Liekar
10/13/69 Mary M ..Swihart
10/13/69 Howard O.Stevens
Notary fees
Executrix'Commission
Attorney fee
Total Disbursements
SCHEDULE B.
INCOME -PERSONALTY
RECEIPTS
6.00
860.00
1"400.00
========
6/25/69 Dividend on 12 shares Chas.Pfizer"Co.Inc.
10/13/69 Additional interest on redemption of U.S.Series E.Bonds
$4.20
206.74
-10/10/69 Interest on Mellon National Bank and Trust Company
Savings Account No.C-2400.
Total Income Personalty
DISBURSEMENTS
47.56='==-======$258.50
.~~.=:""=======
Transferred to Principal Personalty
Total Disbursements
Page 2.
$
$
258.50
==~======258.50
======~==
Re:Estate of Mary M.SwihartJ a/k/aJ etc.
SCHEDULE C.
PRINCIPAL-REALTY
RECEIPTS
To Inventory and Appraisement filed
Total Principal Realty
DISBURSEMENTS
Transferred to Principal Personalty
Total Disbursements
SCHEDULE D.
INCOME-REALTY
RECEIPTS
Interest on Agreement from Mary M.SwihartJ widowJ
to Thomas C.SwihartJ et ux.from date of death
to 10/1/69
_$_-?!..1~~.:!2__
$2J 182.42
=====-====
_!_22.!-8~..i~_
$2J 182.42
=========
Total Income Realty $35.00
DISBURSEMENTS
Transferred to Principal-Personalty
----------------------
Total Disbursements $35.00
Page 3.
==========
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EXHIBIT A.
ADVANCE DISTRIBUTION
10/1 /69 To Thomas C.Swihart
Total
$2~217.42
(Receipt for above has been received by ,Executrix and
will be filed with the Court at time of Audit)
Page 4.
THE DAILY NOTES
CANONSBURG,PA.
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.1784,
Sec.3.paragraph (3)and (25).
State of Pennsylvania }
County of Washington ss.
Personally appeared before me,a Notary Public in and for said county and state,
---Mabel Z ..nay ,who being duly sworn,deposes and says:that
--sbe-------------is thebookkee.p.811'the Notes Publishing &Printing Co.,a Penn-
sylvania corporation,and its agent in this behalf:tha,t the said company is the pub-
lisher of The Daily Notes,published daHy except Saturday and Sunday,having its place
of business at Canonsburg,Washington County,Pennsylvania;that the said Daily
Notes was es:tablished August 1,1875;that the printed nOitice or advertisement,attached
hereto is a copy of a notice or advertisement,exactly as printed or published,which
appeared in the said newspaper in its regular issues on the following dates:
________!i~l ~_L_~!~__._~5'-~!~_~_~_L__!2.~.~.
that the affiant or the corporation ~n behalf of which SJt~L is acting is not inter-
ested in the subject matter of said notice or advertising and that all of the allegations
of this affidavit as to t~~__~~_:::.~~~:_~__::~_~~:::_~_~~~__:~M?dj~ar~7t~~_
Jb\ookk e:erSworntoandsubscribedbeforemethis..22d -May 69~~~-~-.__~aY Of_~-.~-----.-:-~~.-~=-------.~-;-------~~~19__==
AUDRE ~.F ClONE,Rotary PU 'i>tary Public~ashi gton County,Pa,
:.iy Comnlission Expires
"'arch 30,1970
EXECUTRIX'NOTICE
Estate of ~lary 'Swihart,a/k~~
Mary ]\1.S\yihart,a/l(/a Mary ~tag
dal"ile S.\\"ilul't,deceased,late of
Canonshurg,"~ashing'ton County,
pe~~~~'T];:'.,n,s'rPRtanlpnt,ary uon the,
above eRtatE'having heljll granted to
the undel'signell,notice is herebyg1iv~'n to t.hl~SP indebted tlH"reto to111,ake inliGC'lUate,paynlel1t,a.nd to
those havii1g claims or demands to
present the.m for sett!pnwnLMary.H.Shearer
236 N.Central Avenue
Canonsburg,Fa.15317 .ExecutrlX
Howard O.Stevens Attorney
Mellon Bank Bic1g.'Canonsbul'g-,Pa.1,,:)]7
May 8,15..22,1%:)
,..
!
Wa"shington County Reports
63 SOUTH MAIN STREET
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
--~',,~,,\
Estate NotIces ~
The Register of Wills has granted letters..
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys.
•• • •• •• • • • • • • • • • •
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 PENNSYI.VANIA (55.
SWIHART,MARY,a/k/a MARY M.SWIHART,a/k/a MARY MAGDA-LENE SWIHART,Dec'd.
Late of Canonsburg,Washington
County,Penna.Executrix:Mary H.Shearer,236 N.Central Ave.,Canonsburg,Pa.15317Attorney:Howard O.Stevens,MellonBankBldg.,Canonsburg,Pa.15317
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washington County,publisbed weekly having its
place of business at Washington,Washington County,Pennsylvania,and is act-
ing as its agent in this behalf;that the said WASHINGTON COVNTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County,Pennsylvania,by order of the several
courts of said County,dated November 11,1920;that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement,exactly as printed
or published,which appeared in the said legal periodical in its regular issues on the
following dates:
..............Ma.y..__15..,...,22.,....2.9.,.~9..6.9._ _
Editor
Sworn to and
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter.of said notice or ad:~g and that all of the allegations of,h.,£fld"ii '~d'hCt:?o~'ioo re 'm,
.....2.9~)ay oL._~..Ma'll..._-,196..9..
........~(!..
N y Public
KATHERINE C.YARD,Notary U Ie
Wasi1ington,Washington Co.,Pa.
My COlnl11ission Expirils
November 1,1969
J
".'In the matter or the Audit or Account in
.Mary MagdaJene Swihart.,
Estate or 'I
Mary·WI.Swihart,a/k/a:.'.
Mary Swihart..
Deceased,
.TO THE AUDITING JUDGE:
.
a/Is/a
..:~.
N 63-69-549'0.__-,'19--:.....,A.A.
....'
Enter my a'ppearance ror ··_M_8._r.,::Y_·_H_._.S_h_'_e_a_r_e_r_,__E_x_e_c_u_t_r_l_x_in_'_t_h_~_'_
above captionep estate,
..
../.',.$~/lIP .~'-:---.
.'19th day or March '.19~
N.B.--':'Counsel shall.by separate p9.per.present a concise statement or each
claim,'with supporting calculation of any interest claimed.Objections
to an account as Wed.shall be concisely stated in a separate paper.
'Counc!!sug;estin:;proper distribution shall We a separate concise state·
ment ill that regard.
..
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PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form j
Estate of..M~!:y..M~K?~~~~.~..~~~~~E.~!.~~l~_..__
................!Y!.~~1.~.M:~~~!?:~~~.~~l~!.~____.
.................~.~.~y...?~~~!:~~.
Deceased
63-69-54.9No .
Fiduciary ~.~EY...~.~~~~.~:.~!:.~_ .
Executrix
Date of April 25~1969 Date of
Decedent's death __Grant of ·Letters ~p.~~.~..9.2!~.~.?~___..__._..
This is the !.~!:.~.~..~~~.X~.~~~account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term _ _ .
None.._---.._.._--__..---_.._----_-----___--_.._--_--_------------_---------_-_.._-_.._-..-------_.._-----.._-_.---._--._.._-----.-..__._----------_..-._---------..--.
Election to take
Under or Against will.(cross out one)
Date Election Place of;
Fi led _.__.Record .._..•._.
. .DeceasedNameofsurvIvingspouse-.-Y-f -'~.,-.-.-----..---______,__,.:.._.-.._.__ __.__._..____ __.
List issue,where material:.:.-. .'-Ji L'-J
::.\J
T .\\
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Did decedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate)
'ltesx No.If answer yes,name them _____.__..___.___..__... .
------------..--------.-..--------..-------..---------------..-------..-----.---------.---..--.---.--..-~-----.----.-------..-•••------••••--.---.,-.':"-••~.,••".~f'---••-••••
Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
William,H.Swihart Son Residuary Sui Juris
Thomas C.Swihart Son Residuary Sui Juris
Eugene A.·Swihart Son Residuary Sui Juris
11ary H.·Shearer D&ughter Residuary Sui Juris
\
List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause:
NONE
If partial intestacy,give facts:
NONE
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.MCK .
If ..None'any exception give cause:.
T
File copy of Notice C f .'d C Cd'f Of .f'~.,. .February 27.1970 .~.opy·0 NotIce ate ·2 26 70 ..lIed herew~th.and date ,of mailing ~:: .
Is estate subject to the filing of,_a Ffe~deralc ~s>ta~f>r~xTRi~~~~"riili'~"Ta~'%~i(ron'$15';'OOO~'OO"@n:rc%":':"$'9'OO~00
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..~~~.I?~.rgJ?.x~~.~·~..iR~00
Net paid -""BSO-;-<m
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
Give reference to such parts of the:will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
None'i ......~k
-,'-
J c.
-c.,
•<I _~"-
~.~!.~.JJ...~....
Balance for distribution per account,
Itemize qny additional debits not shown by account:
<_I..•~
J J ..J ,cT'~jf-~':"t7 7 8")(1 t..,
$....~.~.~565.74...........................
-,.-,,:!.I ~
Total additional debits (Add).•J..
Itemize any additional credits not shown by account:
1/16/70 Internal Revenue Service"'1969 Federal
Income Tax for period 111/69 to 4/25/69
To Howard O.Stevens'"Reimbursement
for costs advanced:2 ~bort certif &Flllng Inventory
Total additional credits (Subtract).~-'-rl.....
Balance for distribution
$:...._None••a ._••••••••••..__•••••
$220.50
22.00 24.?!'.~g.............~.~~
$..............5,3'T...•.•.••.....•...
$ .
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
ALL CASH
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If Family Exemption claimed by Petition,give place of Record:~~.~~._~~.'?:~~~.~_~.__._
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N9.n~_ _ .
List any advancement or distribution on account that has been made,and nature and amount of same:
10/1'/69 to Thomas C.Swihartl son Advance on 1J4tb share in distribution
of residuel in amount of $2,217.42
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:
's
.:::,:~
To William H.Swihart1
To Thomas C.Swihartl
To Eugene A.Swihart1
To Mary H.Shearer
son
son
son
,Daughter
1/4th Residue -All Cash
114th Residue -'All Cash -Less advance.
distribution made 10/1/69
in sum of $21 217.42.
114th Residue -All Cash
114th Residue -All Cash
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above nam~d Fiduciary or representative thereof,
being duly !?W9.!-g doth depose and say
that the facts set forth in the foregoing petition are true
to the best of h.~.:r..knowledge and belief.
..- ___,to and subscribed before
me this ~"_~:dOY ~0ita---0J---flfl19:-7-2--
Signature of Offlce~:..~~.
r I f Off William Q.Phillips,Mntary Pub!iIte0Icer·."'.~.'I.'m.,.,'~.'l·-..".•n••·,••••,•••:••••••••••••1 \~Hh 1"!:;t..UII~V-"ct.:)!1 11~1.'U vv oJ"i".
My Commi33ion Expirt_
Office expires ::!'.~~..~~:.!.~??.
And your petitioner will ever pray,etc.
~.,L-JJ,aM&I--------Mary H.Shearerl Executrix
;c-,
,!No.63-69-549
".......·2
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Mary Magdalene Swihart.
Estateof······a-TfiTa··Mary·iVi·:··Swlfiart:-····
a/k/a Mary Swihart '
••••••••••••__•••___f _0
Dece.ased
Fjduciary_...~:::~~..~:.~.~~~~rer,)..;.=-.··Ex·ecutr1"x·'···
,
.-_- -.__ _o.O'_.__."""___~__-_--.
PETITION SUR AUDIT
,FROM WHERE DECEDENT LEFT A WILL
.r
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules,
adopted effective December 3,1951,being
rule No.9:pa rag raph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing GuardiOn att
Iitem,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 oopy of Wi II.I
6.Copy of inventory and appraisement...-;
7.Proof of advertisement of-grant of letters
if not filed with account.-{~(
8.Certificate of liens in cds~'any of the
funds for distribution-are from Judicial
sale of real estate.1'-;
9.Signed and itemized eleotions if any
distribution in kind.~
1O.Copy of FederaI Estate Tax.'return if es-
tate is subject thereto.J
,....,r------)
....~9.~.~~~._Q.·~!.~.y.~!.1:~~__._.
Attorney
<'Vd "08 N01~NIHSVtf\
Slll#,·.:lO tl31S I~3H
"ONltlV~~~T13SSnB
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•
IN THE ORPHAN'S COURT OF WASHINGTON COUNTY,PENNSYLVANIA
Estate of
M~!:y'Magdalene Swihart.a/k/a
Mary M.Swihart,a/k/a
_Ma:ry Swihart!!..l,~w~i~d.!.!.ow.!J:L.I.'_
Deceased
No.-----,63-69-549 19__A.A.
NOTICE OF FILING ACCOUNT AND AUDIT
To the Heirs,Creditors and Other Persons Interested in Said Estate:
Please take notice that the first and final account of _MA~Y Ij-9-~H~ARER,
_~~~2-l!-!!:~of the above estate,was filed in the Office of the Register of Wills of Washington County,
Pennsylvania,on _J~D.JJ~:ry__~~191~L,and is docketed to the above number.
Also please take notice that the Orphans'Court of Washington County,Pennsylvania,has fixed _
Th.ursd~__,_March lJL 1970 at !9~_Q_Q O'clock,_A!__.M.in its courtroom on the Third
Floor of the Courthouse,Washington,Pennsylvania,
Above Notice mailed to:
ce for the audit of said account.
Attorney for the Estate
William H.Swihart.
Thomas C,Swihart
Eugene A.SWihart,
Mary H.Shearer
6 Forest Street,Lawrence.Mass.01840
519 Highfield Ave.,Canonsburg.Pa.15317
30 Halifax Court,Apt.H.,Springfield,Mass.01108
236 North Central Ave."Canonsburg,Pa.15317
I
C'I'E'~'["u I L .".,l $
970 APR 3 'PH 3 48 \\,:f',i ..L ,
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ClU'"('~l i '..RINOn~,JL.~\..MI-\I
f1EGiSTEH OF WILLS
VlI\S H\NGTON CO.•PA,..
C.rv,
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In 14t C!tnurt nf C!tnmmnn 'ltus nf lIusqingtnn C!tnuntYf
'tnnsyluuuiuf OOrpquusf C!tll1trt Bittisinn
No.63-69-549
J
Swihart,deceased.
In the matter of the First 8.nd Final
Account of Mary H.Sh~sirer
Executrix
ADJUDICATION AND DECREE
And now:April J ,19 70 ,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due considerationthere~f7t~4~al~gcefor distribution in ,the hands of the Accountant is determined to be
$,.,and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in oceon::lance 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
1
4318.45
4318.46
4318·46
AdditionAl credit asked at audit
Balance _
Deduct Clerk's Costs &Receipts _
Attorney H_.o.=-w:.:..a~:..:r=_d.:..:._O._,;.:..._S_t._,;e_v_e_n_s _
Washington County,Division of Personsl
Tax,per praecipe filed,
Russ~11 Marino,Agent,transfer inheritance tax,
William H.Swihart,son,1/4 residue,
Thomas C.Swihart,son,1/4 residue,credit to b~
taken by the accountant for funds in the amount
of $2217.42 advanced prior to distribution by
the Court,
Eugene A.Swihart,son,1/4 residue,
Mary H.Shearer,daughter,1/4 residue,
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IN THE ORPHAN'S COURT OF WASHINGTON COUNTY,PENNSYLVANIA
ESTATE OF:
__M~!-:_r__M~_g~~~~~~__~~_~£!!~l~L~_
Mary M.Swihart~a/k/a
___Mp,rJ:__Sffi.hp,r..t..'---p~_Q_~_as~~_
DISTRIBUTION RECEIPT
The undersigned,hereby acknowledges to have this day received of
___________JVlax:Y-__U.s..:tl~p,rg,1:...__E.x~_Q..1JtrJ1Linj;hS!..__~QQysL~_ap.t1one_g e~tate~_
the sum of __!_~_~£__~~~~~ar:~_~'!'_~_r e~~~~_~r e~~~~~!_~~_~__~~~~§/~_~!?!h~J~_~~__~__!_~_~_!?)DOLLARS,
in full payment and satisfaction of the amount awarded to me by the said Orphan's Court in its Decree and
Schedule of Distribution filed to the above number and in consideration thereof,the undersigned hereby releases
and discharges the said fiduciary from any further liability on account of the same
WITNESS my hand and seal this day of ~2_~jL___________________________________19_.....:_~O
Attest:
/
--~~~----(SEAL)
......
~-
----
--------
.,
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No.________________________of 19__________A.A.
ESTATE OF
M_~£y __M~g9:.9:_~~_!!~__S_~ig~~~a IkL~Js
DISTRIBUTION RECEIPT
----
Howard o.Stevens~Attorney
....
,-,IN THE ORPHAN'S COURT OF WASHINGTON CDUNTY,PENNSYLVANIA
.",i:'1
ESTATE OF:.
1 \
_M_~~.Y__M~Q9_1~!!~_.s.Wiha:X_h 9JJ?;.h _
Mary M.Swihart,a/k/a_Mgr::t__S:w1h.ad..,~_
Deceased
63-69-549No.,of 19 A. A._
DISTRIBUTION RECEIPT
The undersigned,hereby acknowledges to have this day received of
l¥_~E;y:__!:!_~e_~_~~!'_~EL_~x ~_~u!~Jx.Qf th~__]!.§i9_t ~._gLih_~__9_bave _£.9J?iioned deGeqgpL _
.($4,318.45)
tr~~~sfIf andffii~{rJd~Q}!.~~-~.clL--Th!-~-~-H.~!!.<!!:-e4--~~-~--~~-g~!~-~~--~~~__~5l~9_2!!!:~.l___DOLLARS,
in full payment and satisfaction of the amount awarded to me by the said Orphan's Court in its Decree and
Schedule of Distribution filed to the above number and in consideration thereot the undersigned hereby releases
and discharges the said fiduciary from any further liability on account of the same
WITNESS my hand and seal thiL day of A_2.~g______________________________________19_70
Attest:
__~1!l_~~_t:~_
Thomas C.Swihart
(See reverse side)
(SEAL)
....
Total amount received consists of follow:.:.ng:
To value of real estate taken in kind
Reimbursement to Howard O.StevensJ -fee for filing deed
Cash advanced from 1/4th share in residue
.Total
\\
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$2,217.42
16.50
_~,..984.:..5]
$4,818.45
,".
---~~~-----------_..--
IN THE ORPHAN'S COURT OF WASHINGTON COUNTY,PENNSYLVANIA
ESTATE OF:
----_._-------------
Mary Magdalene Swihart.a/k/a---lVfary--l\IL---SwfliaM:---a/kla-----------------------
__MIl.:n_~~!h-'~tr..t~pe~_~~e..._~9 _
63-69-549No.of 19 A. A._
DISTRIBUTION RECEIPT
The undersigned,hereby acknowledges to have this day received of
the sum of R'.~_~__~_~_<2~~_~n~_~1'_~_!:_~~_~u~~F ed_~~g~_te_~~_~Q~1§}~_Q_Qi~~($_1..L~J_~_!J_~)DOLLARS,
in full payment and satisfaction of the amount awarded to me by the said Orphan's Court in its Decree and
Schedule of Distribution filed to the above number and in consideration thereof,the undersigned hereby releases
and discharges the said fiduciary from any further liability on account of the same
WITN ESS my ha nd and seal this day of £\.-l?x:iL_________________________________________19_3Jl
Attest:
~fr--------------------------~~----------------~ii£~----(S~AL)
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No.~}_:_?_~_=_~!_9 of 19_________A.A•.
ESTATE OF
M~~E.Y:J~1-~~~-~-~~-!1e A~!~~rt >__~/k/~_>_~tc.
DISTRIBUTION RECEIPT
.---.
Howard o.Stevens~Attorney
I ~.
..
.-,
IN THE ORPHAN'S COURT OF WASHINGTON COUNTY,PENNSYLVANIA•••t _.L --•
Mary Swihart~a/k/a Mary M.
SwiYiar·r;···a:tKfa··Mary··Magcl"alene·······
Swihart~Deceased~
ESTATE OF:;.'l
•l ~,'
\.\\y
NO•..~.?::§.~::.~1:.~of 19 A.A.
DISTRIBUTION RECEIPT
The undersigned,hereby acknowledges to have this day received of
.................M~~y..H.!~h~~.~~.~1 ~?f~.9.~~~~~..~JJ~~..~~~.y.~9.~p.~~Qp.~9...~§~~~~,1 .
the sum of .~~~~..r!?-.~~.~~P:~.-!...7:'.~·~..~.~~9.~.~~..~.~y!:.~!~!:.~..~!?:~..~.?t.~Q.9.!~?(~.?~..?..~.?.~.i~>...DOLLARS,
in full payment and satisfaction of the amount awarded to me by the said Orphan's Court in its Decree and
Sc~edule of Distribution filed to the above number and in consideration thereof,the undersigned hereby re-
leases and disch,ars-es the $aid fiduciary from~ny further liability on account of the same.
,WITNESS my--hand and seal this L~~..day of Q.£t.QJ?~?;19..JL~
w~.itness:~;:'"i
.-..
........................~'.
(See note on reverse side)
(,
~e.f~(SEAL)
Thomas C.Swihart
C'
..::v-'' •
The advance distribution recited on the reverse side hereof~was made
to the said Thomas C.Swihart by way of a credit in said amount~representing
the full balance of principal and interest due tQ.\.the Estate of Mary M..Swihart
on the Article of Agreement~da~ed July 30~1964~computed as follows:
Principal balance due
Interest from 6/1/68 to 10/1[69 @ 4%
Total ,<
$2105.20
112.22
}·2217-:[2'.
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April 10>1970
Mr.William H.Swihart
6 Forest Street
Lawrence,Mass.01840
Re:Estate of Mary M.Swihart;Dec'd.
Dear Bill:
~Enclosed is a copy of the Adjudication and Decree and
Schedule of Distribution handed down in your Mother's estate,which
was received in this office on Monday,April 6,1970,and in accordance
therewith 1 am also enclosing the following:
1.Check No.112 of the Estate of Mary M.Swihart
Dec'd.dated April 7,1970,payable to your order in
the sum of $4,318.45,being the amount shown to be
due you as your one-fourth share of the residue,in
said Schedule of Distribution.
2.Original and two copies of a receipt,eVidenr~ing
your receipt of the above check in full payment of
your share in said estate.
Will you kindly sign the orig;.nal and one copy of the above
receipt and return to me as soon as possi"le in the enclosed,self-addressed
envelope.You may keep the third copy for your files.
This finally concludes the administration of the estate.However.
if you shoul d desire any further explanation please do not hesitate tG request
the same.
.Thanking you for your co-operation during the administration
of this estate and with kindest personal regards,I am
Respectfully yours,
HOWARD O.STEVENS
HOS:s.
Ene1.
NOTE:The attached letter,dated April 10,1970,addressed to Mr.William H
SWIhart,one of the four residuary beneficiaries (in equal shares)of the Estate of
their mother,Mary M.Swihart,deceased,is a carbon copy of the original which
was mailed to the said William H.Swihart.In spite of a number of requests sota do,
prior to his death,he had not returned the signed original and copy of the distribution
receipt as requested therein.However,he had discounted his distribution check
No.112,the original of which is filed herewith,along with the distribution receipts
and three discounted distribution checks of the remaining beneficiaries.
~~O..~3/',(/11orney
Form RCC-33'
RESIDENT'DECEDENT.:·
C0MM0NWEAlTH OF'PENNSYlVANIA
DEPARTMENT OF REVENUE
BUREAU~OF COUNTY COlL:ECTIONS
COUNTY OF WASHINGTON
IMPORTANT:This'return must be completed in,detail and fUed'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 Jnheritlince_.an!i,_E.!!t,a,te,Tax·A,ct of HHll'.)
~::~:=:~~~~~~~:':::}=~
:t:.:~::~~~:::!:::::::-_-_::_:~J",
.............................................................MABY H..,S.HEARE.R ..
of'the estate of'the'above-named,decedent'being'duly sworn,deposeS and'say ::~
Decedent!died ..:A.PEg...............25
(Month)
(lIay),19:~.y?~~,{:;;,;~aVing a·last will,copy of which is hereto attached.J
Name'and address·.oft attorney'or}
other authorized representative to
whom all correspondence'should be:'
mailed,
Fl:0vv..a~4Q·$~~y.~rl~~:A~t<::J.~rl~y...9:t....~~~.,.
.lVIellon J3?pkBlcig .~Canonsbu.rg.Pa.•.15317.....
That as such ;E.;.~.~.<:.~!!:.~~,.........deponent is familiar-with the affairs of said estate and the property con-
(Ex"cutor·Admini8lralor)
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:~
:,'....
N·AME AND ADDRESS OF BANK OR OTHER'INSTITUTION
IN WHICH'DECEDENT RENTED A SAFE DEPOSIT BOX'
NONE
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
That the contents of said:safe deposit'box or boxes are itemized under Schedules of this
r'eturn;,with the'exception of the following,.for the reasons hereinafter set forth:
That'Schedule A attached h,ereto and'made part hereof sets forth fullv and in"detail all the
real property in the Commonweal't\i of Pennsylvania of which decedent died having an interest therein.It
also·sets forth the mortgage enCl,lJ1lbrances upon each parcel of real property at the date of death,giving
the amount'stili 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
propert.y 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 immediat~possession,standing to decedent's credit in banks
of'deposit"savings banks,trust companies,.or other institutions,whether individually,<or"i'n"tir,y.st for..'"'rr.any other person or persons giv-ing also separately the accrued interest thereon,if any,.down to the'..:J,ast.".~."......!-...~interest day prior to decedent's death in the case of savings banks,and to the date of decedent's,de~th
in all other cases;.all bonds".postal saVings,treasury.certificates or notes and.other evidence 'of iii-
,.-debtedness of the United States·to the decedent;all obligations,whether by statute or agreement 'the'y
are-designated'as tax free,of'the United States,or any state,or political subdiy!sion there~i-,or'.of
•t........~.~_:7any.foreign.country,.which are owned at the time of death;all wearing apparel,jew~lrY,silverwar.e:,pic-
tures"books;works of art,household furniture,horses,carriages',automob;11es,bo~ts".and an'y an~call
other'personal'chattels of whatsoever kind or nature,left by decedent,together with the;fairly estiinated'
•-lI•.~...",m'arket vallIe'thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent
at'the"time'of'death,and all promissory notes or other instruments in w-riting 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 fall'market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable
to'the'estate from life insurance policles carried by decedent;all,annuity and endowment contracts the
proceeds"of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and'unpaid as of'the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,wi th the market
value thereof at:such time.,¥
,,
I
In the case.of securities of close or family corporations,the values reported.are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed'to
said schedule,financial statements shOWing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just.appraisal of the\d~cedent's interest
therein must be submitted.·It should also set forth in itemized.form,together.with the fai'r 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 tt:ansfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.~herl~is also set forth in said
schedule a list of all property,real and personal,With its value,Which passes at decedent's death by
virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint-
ment vested in decedent,either indIVidually or joiptly,by the.Will,deed,or other instrument of another,
With a copy of the instrtment creating such power attached to the schedule.,.
That Schedule 0 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 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•
~......'".:tL:f!.~::-::.:....-----.-.(eC1Ltor-~~'
.......?}.?.Q!..~.9.:Q~P.:!I.9.:!..A.Y.~..:~_.._..
(Street Number)Canonsburg,Pa.15317.......................................................................................................................................
(City or Town and State)
.../....~
9.....~?
JOH~l P.-LlEKAR,Notary Public
WASH1NGTON COUNTY,PA.
MY COMMISSION EXPIRES
_'JANUARY 30,1970
Subscribed and sworn to before me this
day of ......M.~,./.L~~;"'::::=
:P.....".
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 con~leted as above-directed.
RCC-34 (~-64)
r,OMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEpENT
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 of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;If a farm state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
ALL those two certain lots of ground situate in
Chartiers Township.Washington County.Pennsylvan a.
being known and designated as Lot No~42 and Lot No
43 in a plan of lots laid out by M.Miller Potts.et al
called !'Highfield".recorded in the Recorder's Office
·in and for Washington County in Plan Book No.3.
page 181.said Lot No.42 having been conveyed to
Wilbur W.Swihart and Mary M.Swihart.his wife.b
Donald A.Beall and Lyla A.Beall.his wife.by deed
dated July 6.1949 and recorded in said Recorder's
Office in Deed Book Vol.760.page 48;and Lot
No.43 having been conveyed between the same partie~by
deed dated June 10.1947.and recorded in Deed Book
Vol.727.page 381.
The said Wilbur W.Swihart.died intestate.on
December 13.1957.whereby full title to the above
described lots of ground vested in the said Mary M.
Swihart,as surviving tenant by the entireties.
There is erected upon Lot No.43.a one story.
frame house.
UNDER AND SUBJECT.however.to an unrecorded
Article of Agreement for the sale of said premises fr::>m
Mary M.Swihart.widow.to Thomas C.Swihart.(a
son).and Elizabeth E.Swihart.his wife.dated July O.
1964.Thereafter.the said Thomas C.Swihart and
Elizabeth E.Swihart.were divorced by Decree of thE
Court of Common Pleas of Washington County.Penn-
sylvania.dated December 31.1968 and filed to No.2 4
March Term 1967,A.D.of said Court.Thereafter.
the said Elizabeth E.Swihart.assigned all her right.
title and interest in and to said Agreement.and the
real estate described therein.to the said Thomas C.
Swihart.by written.but unrecorded.Assignment
dated January 30.1969.
1475.
180
Principal balance due on said agreement
of death "
Interest due from 6/1168 to 5/2169
Assessed Value:1969:
Plate"A"1 sty frame hse
Lot 43
at date
$2.105.0
77.~2-----
1655
2,182.42 ~A~_
;{jM~v
Plate "B"Lot 42
Highfield Plan 180 180
Insert thi s total opposi te "real property",Schedule"A"in the X X X X X
"As Reported"column on the last page of this return.
2.182.42
.J -.
RCC ..35..
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be ~isted 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 anyundis tributed
estate o~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.
---.---.,--------------------r----r------~-------
Item
No.
ITEM
List and describe fully
UNIT ESTIMATED
VALUE MARRFl'VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1.Checking Account No.662-715-979 in Western
Pennsylvania National Bank (Washington Office)
in nlo Mrs.Mary Swihart.Balance date of death
2.Savings Account No.16861 in Pittsburgh National
Bank (Canonsburg Office)in N§0 Mrs.Mary
Swihart.Balance date of death
3.Savings Account No.X 987 in Mt.Lebanon Feder,1
Savings and Loan Association,(Donaldson's
Crossroads Office)in nlo Mrs.Mary Swihart.
Balance date of death
4.Savings Account in Mellon National Bank and
Trust Company.(Canonsburg Office)No.C-2400
in n/o Mary M.Swihart.Balance date of death
150.32 ~
1,p25.07 ~
5,658.48 ~
2,378.46 ~
5.100 shares Ridge Realization Corporation (DelL
common stock,Certificate No.N-8661,in nlo
Mary M.Swihart @ 5¢5¢5.00 /
6.12 shares Chas.Pfizer &Co.Inc.(Del)
common stock.Certificate No.NO 257679.in
'0./0 Mary M.Swihart @ 79 3/16 :b9-3/lD 950.25 /
7.4 shares Salem-Brosius,Inc.(Pa.)common
~tock,Certificate No.5358,issued 5/10/54 in n/o
Wilbur W.Swihart and Mary M.Swihart..as
'oint tenants with right of survivorship and not as
enants in common.(Wilbur W.Swihart died
December 13,1957.
bIVIDEND on above paid to stockholders of record
~/1l/69,per check dated 5/15/69.
7 -l/l~28.33
0.40
v
I
8.23 Series "E"United States Savings Bonds,
all in the name of Mrs.Mary M.Swihart.
Value date of death (per list of said bonds shown
pn EXHIBIT A.attached hereto)
V-.
9.Unrecorded Article of Agreement from Mary M.
Swihart,widow,to Thomas C.Swihart and Elizal eth
E.Swihart,his wife,dated July 30,1964 for sale of
Lots 42 and 43 Highfield Plan (P .B.3,page 181),
Chartiers Township,Washington County,Pa.•
Ba~ance due at date of .d~ath of Mary M Swihartlinnl'".j.~-~,n/ron -';;n1nn n'•
9,171.02
0.00
/
-0 ~:~~~'1'''''''''''''''.""3:'''.
Insert~hVAt:t;'E0f~¥EDPU-ffi'\aJ,.Jr£P:Ef:,n:"~Schedul e "B"in
the "As <=!'u Led"cOtumn on tfie.LWs.Jt.L~a~l#!tIti¥'return.
x x
19,967.33
'.
EXHU,drr A~
LisT OF $ERbSS h:Eft aONl)S,ALL :IN 'tHE
NAME 0'MRS •.M.{\RY M.$WlHAl\T.,~~~~~,~--~~~~~~~~--~~~~,~
$i,Goo.GO
iiOOO.eoi,ooo.oO
$00.00
$00.00
tOOdlOteoiOO
100.00
100.GO
10th ()t)
10(h60
$(hOOso.ootoo.00
10(hOO
100,00
.'.-'.-.100.00
5fhOO
M2~~ia S13E
M22 31831!E. ."'..M2~2183141:
1>22 12883$E
»2~128 $97 E
C 166 to'?982 E
C 16$.'9 915 E
C 171 S16 995 E
C 174555 313 Eei782822941£
C 20-0759 766 E
L 250 998 8S8 ~
L 251 351 346 E
C 206 359 985 Ecats334IslE
c218604 827 11;
C2~1111 398 E
L 296 siG 029 E
Mareh 9,1950 $
March 9.i950
March 9,t956
March 9,i950
March 9,1950
June 20,1951
September 21.1951
February 26.1952
Aprtl 1.1952
JUly S,1952
September 9j 1952
Septetnber .9"1962
Notretnbet>1.1952
AprU 20i1952
January 18~1954
July 27;1~54
necembe~1.1954
JQ~9;1955
,1,410.80
1,41(h80
i,41(h80
105.40
105,40
134iOO
134.00
131.76
131.76IsLs.
i~ai80
G4;4G
64d)()
126~84
125-oa.',".
123;04121,04
59,5$
(All of the fotego1ngbonds were issued In.the ntUne~of
WUbur Wi .Swibatt or M:t$~MtiryMiSwlha.rt (busbtimd
and wlteh Thesald WUbur VI.Swihart died 12/13/i1h
100~DO
10C..OO
100,,06
C 158 831 6t3 E
C~25 laO 763 :E
C221 50?196 E
Jun.~$;1950
April I.UJ55
SE!!Pternber 14.1955
laEh68
lt8.80
116.80
(The thtee$10thOO bonds listed abQ\1e were issued in
the name$of Mrsi Maty M,Swihart or Wilbur W,.
swih.ttfuljsband and wtfeh The$ald Wilbur W..swihart died 1211S/51):.'
January ~O;.I.a
June 24.1968
1)7&6$9551 E
M76 247 950 E
585.DO
1,112.00 .~...............~,~,....,.
(The two bonds Hsteci aboVe were Issued in the MineotMrs.Mary M ~Swtha.tth
5GO.Ge)
t~OO(hOO
TOTAL VALUE OF ABOVEION1>S AS OF DATE OF DEATH $9,171.02 '
EXHlBIT A~
fCC-j6
Cmf\fON1\'K\LTH OF PENNSYLVANIA
T~\NSFER INHERITANrs TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TRA.NSFERS
(1)Did decedent,within two years ofdeath,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)~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)~O
(3)If the answer to (1).or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer 1 3
(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)~~~O __
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and 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)__~.......,O",---_
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)rq 0
(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)_~~O~_
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which cOllld revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)~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 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
~O~E
MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
·.
RCC-38
CCMMONWE/\LTH OF PENNSYLVANIA
TnAN~FEn INHEllITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRrCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
wi th another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisition,Name I
Address and Relationship of Co-Owners,and Place I
of Record of Instrument,where Real Estate.!
Unit
Value
percentage
Share
,
I
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
I
Ii
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.NONE IJ
'.
RCC-37 (12-63)
nnnll':,\WE:\I.Tll OF PE;,\:,\SYYL\NIA
TH:\NSFER I:'\IIEHITA:'\CE TAX
RESIDENT DI:XEDE:'\T
SCHEDULE "0"
BEi\'EFICIARIES
,..-
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddresses'of all who illegitimate children DECEDENT OF BENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
William H.Swihart Son Yes sui juris 1/4th Residue
6 Forest Street ,
Lawrence,Mass.01840
Thomas C.Swihart Son Yes sui iuris 1/4th Residue
519 Highfield Avenue
Canonsbure-.Pa.15317
Eugene A.Swihart Son Yes sui juris 1/4th Residue
7643 Dean Road (Marion County)
Indiananolis.Indiana 46240
Mary H.Shearer Daughter Yes sui juris 1/4th Residue
236 North Central Avenue
CanonsburQ"Pa.15317
"-
,,
----
.
"
l
h
Deponent further says that all the above-named beneficIaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
ALL LIVING
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
MARY SWIHART.a/k/a
MARY M.SWIHART.a/k/a
MAB.YMAGPA:r.,,:E.N~,$.WIMB.'I'.widow
Deceased
(Executor-Administrator II '""t
must complete "As
Reported"column #1.)
CJ ...,'"tl ~"'""'"Cll Cll0l--:Il:>"'"e:...::l til,',II til 0tiltil....,::l '"tl...,Cll e:..."'""'"0Il:>tilX '"tl "dIl:>Cll0"'...."'"~0 ~-,"dCll~"'"til ........'<Il:>....Cll
,"
II,'I
"Year """"'"
P.-<THE
!No.
Will
Administration
Late of '"G~p.()J:1 f3.l)1,1 :r'g~,
,J
County of "W:3,l3l1~P.gt()l1",..""
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
rJlc::~~>~
rJl rJl rJl ><
()()()?"?"?"
q ~~
f,il'-ti;-i ~,
j
}
J -00-00000-00-00-00
,<
·\fa ·',00 ,N,OlDtHHSYlA
'S11114 ;H)(131SW3~
o~ann~11JSSrHJ
;:t'V:t'V...
:.....
:foI::>.
([:"
:-J
:CJl
:.....>,(0 :t'V til,.,.~.<0 :.....Cll~om :00 '0 ~:0 :-Jt'V ~~
:_~:.I""'t"
'O:W'foI::>.Cllo:wt'V 2::
Howard O.Stevens.
•.1 ••
'l Z;f·
'':'''<~~
E Ud ~2 .d3S 69,
~~'E 11 ::J
Attorney
>
f,
,','-00 -00.-00
'~:
\~
:"'-.
'1('~'"
'~'e..-;,
\
-00 -00 -00
~''\.'>-
:"'-:;.r.~~tJ:,(t ~'~"....,'''<.:tv',--"",~'",,·'\.'\3.""~::;.,"<.:'~'~c....\.v'~~
:
t
.:"
R CC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
MARY H.SHEARER
(Executor~
IN YOUR REPLY PLEA.E
RIP'IR TO 37-215-9
./
In Re:Estate 0 f __.-:.:~J1AR=Y:.....:M=ffi:.;::G::::D.:..:ALENE=·=::......=.S.:.:.W=IHAR=:.:T~-__-
_____.....:W.::;A:::;S=.HI=N::.;G:.::T:.=;ON::.:.-----County - FHe No.63-69-549
You are hereby notified that t.he erie;ina1
appraisement in the estate of Mary Magdal ine Swihart
has been filed in the office of the Register of Wills qf JaahinetQQ
County on OctGber 24 ,19M.Said appraisement reflects the
following valuations:
Re al Es t ate _-'--.:.2=.l.l.:!1~8:::::2..&;.4:t:2==--__
Personal Property 1~9~,9L6~7~.~3~3~__
Transfers --=-.."......,,...,...,,......,,...,..,...-----
Total =22=t14::::u:9.:,..7J..,,5~__
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date O_e.;:..t:..;o:..;b....;.e~r_2...;..4~·,:......;;;1~9....:;.6~9 _signed(hJR L Q~~8
Title W.R.CHAN~F APPRAISER
DATE OF DEATH:April 25,1969
Note:This is not a bill.
,...
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of SWIHART,MARY MAGDALENE
(Last Name)(First Name)(Initial)
DATE OF DEATH 4-25-69 FILE NO.63-69-549
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E".
10-24-69
04-25-69
Dated:-----:::-:--=-:::---.-=------
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
$2.182 42
19,967 33
22,149 75
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$2;::t,S2/.:42-$19.967 33 -----~-
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
FOR USE OF REGISTER ONLY
Tax on $---------t--,.,.,2
Tax on $---------t--.-r 6%
Tax on $5%
Tax on $10%
Tax on $15%
~e~ti~s *
Total·Estate ----.;1--...,.-
TOTAL TAX
COMPUTATION OF TAX
$-------+--
$-------+--
$-------+--
$-------+--
$-------+--
$--------'---
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::=,====
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
to -------..~C $---AMOUNT OF ESTATE TAX ASSESSED $.
Estate tax paid $I
BALANCE DUE $....Jl---
Add interest at::te of 6%from $------it=
TOTAL TAX BALANCE $--------..PAID $....J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will l
Administration ~No......
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
MARY MAGDALENE SWIHART
Deceased
Late of .
County of
CANONSBURG..
..WASmINGTON .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.;~~.
.f
f
Fonn RCC-2
~.COMMONWEALTH OF PENNSYLVANIA DATE ........................9.~~.9.P~~.....?4.1......~.???............,,DEPARTMENT OF REVENUE•RESIDENT INHERITANCE TAX .WashingtcnCOUNTYBUREAUOFCOUNTYCOLLECTIONS..,................................................................................................
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO..........................~2:.§.~::::.?4..?.................................
Whereas,................~:rY.....~~gg9.J.:.f3,P.:~....~~.~.~~........................................................late of Canonsburg...............................................................................................................
in the County of .........................................w.;;~~b,.;4.)gt.9.n.............................................................Commonwealth of Pennsylvania,having died on
the ....................................?5......ttL........................................day of ..................Ap:r,.~.+...........................................19..§.~...,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.............................W.~.R.~......G.b.~~.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 ill possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
-
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles
$
REALTY :
See capy of inventroy attached 2.182 42
pONALTY:
--
See oopy of invnetory attached 19.96?33
i
I
Total 22,149 75 I
I
I
I
I
I
I
I
form~v~~hb~~::~b;.w~ae:t:ti:JtI~=.~~~e..~~yiPJll!l!1~o:~~~:r~se;:I:;;~ei~o~:
I .:J:Appru~r....................~.........................................................................•............
J/(N mbcr and Street)....p....................................................................................................................,Penna.
.(Poat Office)
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MARY MAGDALENE SWIHART
Deceased.
Late of
....................................G.ANONS..~RG..
Date of Death,~.:p~~..???l.:~.~?..
Appraisemel!t Docket Vol.,3..7 .
Page,215.~.9 No 63.~Q.9·~,:5.4.9 ..
Filed in Register's Office,O'c;:t.9.p..~;r.?4.l 19.Q9..
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appraisement,
Appeal jt-om Appraisement,..
Entered and charged,..
..
7-
Canonsburg.W'ash.Co.Pa.
Form RC C...10 ..
OFFICE OF TME
REGISTER OF WILLS
Washington.OF =--COUNTY
AND AGENT OF THE COMMONWEALTH
\
STATEMENT OF DEBTS
AND DEDUCTIONS
a
1 0<0""'0"ACC0'Z[,'151,fi
THE SUM OF ."..,."..,$.
""""0"0 ...~Zl
Register'01 Wills,Agent
DATE OF FILING APPRAISEMENT --!S~e::Jp~t::..!.!......:2:..::4~.--:::.;19::..6::..9:::..-_DAT!i:OF DEATH _.:.A.:.JpL:::r::.;i::.:l:...=,2,::..5.:,....;1::..;9;..:6:;.;9:......_
~,.,...""..I""_••¥•..,.......
..MiPb NO,OF NAME OF PAYEE REMARKS AMOUNTVOUCH';"..''..,
\,
\'~..
May 7 Louis N.Sol1on Funeral Home Funeral Expenses \,1.351 50
Ma'v 26 Mellon National Bank a~3~~~~11 Transfer charges .."75"
June 4 St..Patrick's Church Openin~and c.1osing grave &;105 00FuneraserVlce. "
June 4 Ma1orie's Flower Shop Funeral flowers ~\'"47 70
Aua 2
.\'.\14 00SidnevSafran.M.D •Medical services-last inness"-\,
ReiIri'bursement for following \\,
Oct 13 Howard O.Stevens.Attorney-costs advanced:\';,~\~\\
,\~\.'\.....,
5/6/69 Russell Marino.Grant of Letter &4 ,.•,..'>-Reg."-I:(!\\~\
I~h<?rt ~ertif~~!lt~s $22~51~.-'w
5/17 JAg .~,11 ~-.RpO'2 Ol~
5/6/69 Washinfrton Reports Advertising Letters 14.0P
5/23/69 The Daily Notes Advertising Letters 12.5 ~
7/16/69 Russel,l Marino.Reg.1 short certificate 1.0
2 death certificates,..
7/17/69 ComIll.of Penna.Wilbur W.Swihart 2.0(
9/11/69 Russell Marino,Reg.Filing Inv.&Appraise.6.01 60 00-
10/13/1 9 John P.L.ekar N.otary fees 6 00
10/13/1 9 Mary M.Swihart Executrix'Commission 860 00
10/13/1 9 Howard O.Stevens Attorney tee 1.400 00
_Tan IQ'7n .II 'D l:;l",,..,,;~o ..lQRQ T---'-T"".....,.."f',..t'\TY'!
1/1/69 to 4125/69 -Tax paid 220.50
WJtiw s'l ~I
I l'-L_(1 ~~-;....
~-::::-.....,..,.
(b .JM.A-/1-Vlrf-(/~.,o",vvv~.,L:---~)!.4'rt .J~TiuJ.t..--z.,t9U
()WCv\-c",A L1j~fr "1'1 IS"'d
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF.lMasbington
I.Mary H Shearer,Executrix HEREBY CERTIFY.THAT.TO THE BEaT OF
~y kNOWLEDGE AND BELIEF,TME FOREGOING IS AJUST AND TRU E srATEMJ;:NT O.F DEBTS,FUNERAL EXPENSES AND EXPENSES OF
ADM~~~~W,~~~~N SUBMITTED TO THE ESTATE OF Mary SWihart,a/k/aMary 1VI..DECEASED.AS DEDUCTIONS FOR
_.~J~~ER?~~,~~::T~X~,~~RP08ES.SW.i,ha.·rt.a/~kM~y IyI~lene.e;S,.jihart.'.
....,.~~,rllp:~---!Aj/~~~(L.5.):/,...S:ORN A~!?'SU~f%8ED IlEFQ,RE ME THIS __.l~DAYOF'#
-,.~#:';:~::"':';,'.-..-----l~;i:9<~q..,:;~--{)!.......'-_4~~"="'..J!2.~e---_
-0JGl:HI"P;UEKP.R,Notary Public~;':.-;,·W~Slm;l;roN COUNTY PA
.....•..:••••Wi~0;.'):V]jS8!ON EXP{RES'
';"",._.~:."",,$"JANUARY 30,1970
I.J;"",,_,>w:
I ."1 ,~
'.ri,I','P
'7n JAN?j Ptt 4 n6
".,
I.·
"))
.:~,.
I
lin tbp (@rpquns'<nourt of lIusqington <nountg
IN THE MATTER),OF THE AUDIT OF ACCOUNT
In re Estate of ~.w~h~;l;'.tJl M~r.y...~.~gg~.l.e.D.~No..9.9.~5l+.9.,.l~.t Q.t.r.Term,19..1.0.,AA
.~~.ry ~.!~.h~.~~.~.~.J ~.~r.~~_~~.~~~.<?:9..~~:l!.~J.f?g.~.'-~~.~y..•...................._..
Alm&1\iXt
Date of death ~P..~.~~?~~~.?~Date of filing Inventory Appraisement..JtE;l.P~.~?4.J 19.~.9.,
-~
TO THE AUDITING JUDGE:
\
Enter my appe9rance fo!)~sonal Property Tax Due Washington County,viz:
-
IT E M Valuation
1969 1
!
100 sh Ridge Realization Corp @ .065 6.50
A.A.-Thomas &,Eliz.Swihart $2182.42 2182.42
1968.
100 sh Ridge Realization Corp @ .075 7.S0
A.A.-Thomas &Eliz.Swihart 2182.Ll2
1967
100 sh Ridge Rea.l ization Corn @ ...ot;t;..00
A.A....Thomas &Eliz.Swihart \~)\2]82.112
1966
100 sh Ridge Realization Corn @ .0hC;u..t;o
A.A.-Thomas &Eliz.Swihart 2182 ..112
1965
100 sh Ridge Re'alization Corp @ .0S S.OO
.K.A.-Thomas &E1iz.Swihart ?l R?.II ?
,
,
Year Inventory Assessment Valuation 12%Assessment Tax at 10%Collection 6%Interest Total ClaimAppraisementReturnedPenalty4MillsPenalty,,
9.8lJ.19 69 N 2190 None 2190 .,...8 ..76 .88 .20_.
19 68 2190 None 2190 ......8.76 .88 .68 ]0.32
19 67 2185 None 2185 ....-R 71..87 ~'f..10..77
19 66 218~None 2185 --8 .71.87 .61.11,25
19 65 2185 None 2185 --8.,71.L .87 2.12 11.7~
19
TOTAL CLAIM 53.91
AMENDEDPRAEClPE
The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi-
davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate.
.....9Jh day of Mar.ab....................19.-7-0 .A.V.CAPANO,Solicitor
.;
-frJl1~.
No..~.9.:,:,.24.9.",.,.~.~.~...9.1i-';~Term,19...7.9......,f:..A
In re Audit of Account in Estate of
SWIHART.MARY MAGDALENE
,~('
AUDIT
'rarripr for Appraranrr
FOR
WASHINGTON COUNTY
PERSONAL PROPERTY TAX
A.V.CAPANO,
Solicitor
~9
'Vd "00 N01~N'HSV'M
Sll1M.-50 lJ31SI~3U
ONIl:l'Vy,j -1l3ssnH
B~"E Wd £Hd~OL
~d-.l,~l ,~
....\
~-
---------------------~-------------------..,
~~.18~·6~~I~·\:,~,·~~~~~..CmOgM·M~·~O!QN!iIlW~E~A!IllglH~~03lF~gPE~N~N~S~Y~LgV~A~N~IAli!!iJ!·~~-~~~~~~J
DEPARTMENT OF REVENUE
.Nt?AO,84;gi2'1!O fF ic'Al REC:EIPT .ePENNSYLVANIAINHERITANCE,AN~.~S~ATE}AX >
RECEIVED ONE HUNDRED SEVENTY-EIGHT
Mary H.Shearer,Excr.
From:C 0 ATTY.HOWARD O.STEVENS
and 43/100
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
dollars
Address MELLON BANK BUILD ING 2%Tax on $$I~
CANONSBURG,PENNSYLVANIA 15317 6%Tax on $_---'1.....7y...,9oLL7.>.L3.....-""'Sc...9'---_$__...Jl~,,..lO.L7Ll8~.4~3__1111
4-25-69 15%Taxon $$'-------------------111
Remarks:
Date of Payment __A~p,,-_ri_l_l_4-,-_1_9_7_0 -l %Tax on $$---------11!l1
Estate Tax,Act of
May 7,1927 $11'11
TOTAL TAX CRED IT $_----=I=-.L.:,0::..;7:.-:;8::..:.:...;4:..;::3:.--_
Less five percentum of tax if Prev.Pd.900.00
paid within three months after 178.43
date of death $---------Itil
Plus interest at the rate of
__%from _
aka etc
File No._6_3_-_6_9_-_5_4_9__Date of Death
Name of Decedent XMnIXIXUXXINK~
MARY ~~GDALINE SWIHART,
County W_·A_S_H_I_N_G_T_O_N -l
to _$,---------.illl
SEA L TOTAL AMOUNT PAID $,==~1=!:7~S::!:::.4:!::3~=ltIll
37-215-9NOTE:To·be delivered to taxpayer
..;_./I-...e.a--C-:;7'}/7''('i •"'A A'"Received by --6~·vrr"':.-:.-_--;;::_-:---.---.:.--="":.=--=Vi"'Y-=-=-..::....!.....V.£.-__11i
NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the life (Signature)
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall >,~"Lq_'~'~/~~,_,,,?"//2notbeprecludedorpreventedfromhereafterassessingadditionalinheritancetaxatthedeathofthe-,v.,..c;."'~-!Z.-~t;.../Olifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueand-~~'-F~=--'lti~'I'-;-tle-;)-L.~----t.:::==--=-----ln
collectible for any reason whatsoever.I