HomeMy WebLinkAboutOC1969-0597 - ESTATE OF WALLACE.~-.,
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l\ffi~auit (@f fxrrutnr OOr l\~miui!itratnr
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@ltatr nf 'ruu.aylnanta }.a.a-.C!tnuuty nf lIa.a4tugtnu -
Personally before me,the undersigned authority,a ..~.<?~~~y.~~.~.~;.9._....in and for said
County and State,appeared ..__.!~.~~~_!~~.g?:'.~.:!J~.~~---._.. ..___who,being duly
sworn according to law,deposes and sa.ys that she is the executor or administrator of the es-
tate of ..9.~~.!!!-:1_~~~_!__..W~.!.~~.~~._deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of __.Q.~~.:t::!~_~~.__~!....W~~_!ace
deceased;except real estate outside the Commonwealth of Pennsylvania;that the figures opposite
each item of real and personal ,estate in the foregoing schedules are determined and stated by the
undersigned to be the fair value of said items as of the date of the decedent's death,based upon a
just appraisement of each item made by the above named Executor Administrator.
Sworn and subscribed before m'e this ....,?O&.}r .4/YJ.t!.tJz '~
d ~y.,,1(I1'h L 19 •.70 ~~//!/;J.~/-iL.....ay 0 ....."-~,"-"'....~_.../y.,........Executor ./,s.1;Fa.ief'o
/J/}'71J,.A 1<..A ..'~~~~~~TO~~~S~~~~;~~t~;y \......~~~~~~INSTRUCTIONS
MY COM14ISSI0N·mIRES~JUNE 25 1970.1.An inventory must be filed within three months after appointment of personal representative.
2.A suppl~mental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
3Junrutnry aub ,,"pprat.armrut .of the goods and chattels,rights and credits which
were of ~.~.~.~.~.4~~h ~~.~J.~.9.~.late of G.~.ty..g~w.~.~~J~g.-~9.p...
Washington County,Pa"taken and made in conformity with the above affidavit.
PERSONAL'lY:
41 5/6·shares Dunbar &Wallace Lumber Company capitalstock'@ $500.00
684 shares Lone Star Gas Company common stock @ 22.75
423 shares Columbia Gas System,Inc.common stock @
28 7/8
92 shares Northern Natural Gas Co.common stock @ 53 1/4
333 shares Dayton Power &Light Co.common stock @
31 5/8
Secretary Desk and Chair
Drop-leaf table
Television -General Electric
End Table
Coffee Table
5 Chairs
Retrigerator
5 lamps
Single Bed
Dress and Chair
Table
stand
Kitchen ware
Round table
2 Stands at $2.00
DOLLARS CENTS
20,916 67
15,561 00
12,214 13
4,899 00
10,531 13
5 00
3 00
20 00
3 00
2 00
10 00
25 00
5 00
5 00
5 00
3 00
2 00
2 00
3 00
4 00
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INVENTORY AND APPRAISEMENT
ESTATE OF GERTRUDE H.WALLACE
DECEASED
continued --Page 2
PERSONALTY -CONTINUED
Savings Account in Mellon National Bank and
Trust Company,Washington office,Washington,
Pennsylvania.
Savings Account in First Federal Savings and
Loan Association of Washington,Pa.
Savings Account in Washington office of
Pittsburgh National Bank,Washington,Pa.
Undivided one-sixth (l/6th)interest of 3/160ths
royalty interest in Wells No.1 and up,Howe
Township,Forest County,Pennsylvania -Warrant
No.3671,pipe line tanks numbers 74795-74811-
75307 Sheffield Station.
TOTAL PERSONALTY
REALTY:
Undivided one-fifth interest in lots of ground
situate in Canton Township,Washington County,
Pennsylvania,known and designated as Lots Nos.
51,52,53, 54,80, 81,552, 563,564 and 565,
and 575 in the Wallace Plans of Lots as recorded
in the Recorder's Office of Washington County.
All the undivided one-fifth interest in and to
a certain tract of land situate in Canton Township,
Washington County,Pennsylvania,bounded and
described as follows:
BEGINNING at an iron pipe in gutter in Township
Public Road 623,10 feet North of center line of
said road and at corner of farm of Thomas Edward
Malone Heirs;thence by said farm,South 88°45'
East 191.3 feet to a small spike 6 feet North of
said center line;thence by same,South 48°East
246 feet to a small spike in said center line;
thence by the same,South 60°15'East 80.08 feet
to an iron spike 5 feet North of said center line;
thence by land now or formerly of Robert C.Beatty
et ux.,South 5°42'East 373.52 feet to an iron
spike in the center of Township Public Road No.
584,also known as Hilltop Lane;thence by said
center line,South 20°7'East 130 feet to a spike;
thence leaving said road and by line of Lot No.
575 in Wallace Plan of Lots No.8,South 69°53'
West 265.21 feet to an iron pipe in line of land of
Polish American Citizens and Beneficial Society;
thence by said land,North 15°18'West 93.3 feet
to an iron pipe;thence South 81°33'west 100
feet to an iron pipe;thence by line of land of
Thomas Edward Malone Heirs,North 8°51'West 701
feet to an iron pipe,the place of beginning.
CONTAINING 5.5316 acres,per survey of William G.
Wylie,Made February 7,1966.
-2-
4,664.91
13,400.29
1,314.66
25 ..00
$83,623.79
216.00
300.00
l':'_,\
INVENTORY AND APPRAISEMENT
ESTATE OF GERTR'(JDE H.WALLACE
DECEASED.
continued --Page 3
REALTY:
All the undivided one-fifth interest in and
to a certain lot of ground situate in Canton Township,
Washington County,Pennsylvania,bounded and described
as follows:
BEGINNING at a point in the Eastern line of Garden
City Plan of Lots,said point being North 67°45'
West 1 foot from the Northwest corner of the inter-
section of Union Avenue and Alley B in Wallace Plan
of Lots No.2,recorded in Plan Book 5,at page 177;
thence from said beginning point by said Garden City
Plan of Lots,North 8°09'East 381.49 feet to a point;
thence by line of land of John Piechnik,South 67°45'
East 402.7 feet to a point;thence by same and other
land now or formerly of Frank M.Wallace,et al.,
South 22°15'West 370 feet to the northern line of
Alley B;thence by said Alley B,North 67°45'west
309.7 feet to a point,the place of beginning.-
Containing 3.026 acres.
TOTAL REALTY
SUMMARY
TOTAL PERSONALTY
TOTAL REALTY
TOTAL INVENTORY -----
,?';-~•
100.00
$616.00
83,623.79
616.00
$84,239.79
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,70 1'1AR ?I 'tV!"tl Z
INVENTOR1xt &APPRAISEMENT
,--,p 'U S'('r:;1;!'ff'!I ~l (\I~•.:,J.I".,.',-,.'1;4 \11..1
REGISTEn OF WILLS
ESTATE OF V/ASlj·I~J(·T0)·hi (:0 PA'f r-..1 ..,"V I.'1 J.1t •
GERTRUDE H.'·WALLACE.
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DECEASED.
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Attys:_McCr~ight,Marriner&McCreig~
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WILL OF GERTRUDE H.WALLACE.
I,Gertrude H.Wallace,of the City of Wa~hington,
Washington County,Pennsylvania,do hereby make,publish and
declare the following to be my Last Will and Testament,hereby
revoking any will or wills by me at any time heretofore made.
1.I direct my Executors hereinafter named to pay
all my Just debts and funeral expenses as soon as convenient
after my decease.
2.I give,devise and bequeath all of my estate,
of whatsoever kind and wheresoever situate,to my daughter,
Jane W.McCreight,and my son,O.Clare Wallace,share and share
alike.
3.I authorize and empower my executors hereinafte
named,or either of them,to sell and convey any real estate or
interest therein of which I may die seized,at public or private
sale,upon such terms as my said Executors shall deem to the best
interest of my estate.
4.I nominate,constitute and appoint my daughter,
Jane W.McCreight,and my son,O.Clare Wallace,to be Executors
,of this my Last Will and Testament.
Wi tness my hand and seal this It?fL day of ~---.'~-l
1949.
_~__~_A-_._,,'_~_V:_j"h-_,~(SEAL)
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Signed,sealed,published and declared by the above
named Gertrude H.Wallace as and for her Last Will and Testament,
in the presence of us,who have hereunto subscribed our names '
at her request as witnesses thereto in the presence of the said
Testatrix and of each other.
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55:
The wi~hin named Accountant being duly sworn according to law,depose and say that the above account
as stated is true and correct as _J?J!~verily believe,
Jt Sworn and subscribed before me this...J6?~.
__19 ~4..
..-. .--(I;--~-_.'~.
BARBARA CRAIG,NOTARY PUBLIC J..../a·I WASHINGTON,WASHINGTO'I CQum
MY COMMISSION EXPIRES JUNE 25,1970
Wa1shington County,ss:
".
I do certify that I have given legal notice 'to all persons
concerned of the filing of the within account in the.manner
prescribed by Sta'tute and Rule of Court,as evidenced by proofs
thereof filed to No..~____:..7()--:.I/)k.....-.-...----.
W;tness~and and affidal 'seal th;s""_~_jJ",""mm""nn_
day aL ~~-----~--------191D __..CR.~.....~----------..
egister of Wills
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RUSSELL Ni;\R!NO
REer~T;:n IF-\'1::LS-[I .....;,~l .......,ti"it.....
WASHINGTON GO.,PA .
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The Court is respectfuIly requested to det:ermine
proper distribution in this estate.
.,
FIRST AND FINAL ACCOUNT OF JANE W.
McCREIGHT AND O.CLARE WALLACE,
!EXECUTORS OF THE ESTATE OF GERTRUDE
H.WALLACE,LATE OF THE CITY OF
WASHINGTON,WASHINGTO~COUNTY,
PENNSYLVANIA.
..'------------------------------------------------------------------
PERSONAL ESTATE:.'
PER INVENTORY AND APPRAISEMENT
REAL ESTATE:
PER INVENTORY AND APPRAISEMENT
,.
I
$83,623.79
616.00
TOTAL INVENTORY ---------------------------------$84,239.79
INCOME FROM PERSONALTY:
Schedule "A".........................3,664.00
To'rAL INVENTORY AND INCOME FROM PERSONALTY ------$87,903.79
DISBURSEMENTS:
Costs of Administration
Schedule "B"...............$341.36
Funeral Expenses &Preferred
Claims
Schedule "C"...........•....$1·~839.50
Other Claims
Sc h ed u1 e "D"••••••••••••••--,-$_-'5~7~.:.....:6~7--'-__.::.2..L,.=..2~38=...:...:.5~3~_
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BALANCE FOR DISTRIBUTION ------------------------$85,665.26
SCHEDULE itA"
INCOME FROM PERSONALTY
6/11/69 Lone Star Gas Company
6/11/69 The Dayton Power &Light Co.
6/17/69 Bell Telephone Co.
6/25/69 Northern Natural Gas Company
7/2/69 First Federal Savings &Loan
of Washington
7/2/69 Dunbar &Wallace Lumber Co.
8/18/69 Columbia Gas Sys·tem~;Inc.
8/25/69 Blue Cross of Pennsylvania
9/5/69 Bay ton Power &Light Co.
9/24/69 Lone Star Gas Company
9/30/69 First Federal Savings &Loan
of Washington
~9/30/69 Northern Natural das Company,,
10/3/69 John P.Wege,Agency
10/14/69 Dunbar &Wallace Lumber Co.
10/18/69 The Columbia Gas System,Inc.
12/3/69 Dayton Power &Light Co.
12/15/69 Lone Star Gas Company
12/30/69 Northern Natural Gas Company
1/2/70 Dunbar &Wallace Lumber Co.
Dividend 104
Dividend 92
Refund
Dividend 14'2';
Interest
Dividend
Dividend 140
Refund.
Dividend 93
Dividend 105
Interest
Dividend 143'
Refund on insurance
Dividend
I Dividend,141 -
•I .l '
Dividend 94.,..
Dividend 106
Dividend 144
Dividend
191.52
133.20
1.34
59.80
159.13
334.67
169.20
2.60
133.20
191.52
159.13
59.80
17.00
LI18.33.
169.20
133.20
191.52
59.80
418.33
TOTAL INCOME FROM PERSONALTY -----$3,664;00
" .1/2/70
2/18/70
3/3/70
3/10/70
First Federal Savings &Loan
of Washington
Columbia Gas System Inc.
The Dayton Power &Light Co.
Lone Star Gas Company
Interest
Dividend 142
Dividend 95
Dividend 107
159.13
177.66
133.20
191.52
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SCHEDULE "B"
COSTS OF ADMINISTRATION
I 5/12/69 Russell Marino,Register
i
6/10/69 Russell Marino,Agent
.6/11/69 Malcolm L.Morgan,Treasurer
9/12/69 Observer-Reporter
9/12/69 Washington County Reports
12/31/69 Pittsburgh National Bank
3/25/70 Barbara Craig,
3/}0;/70 Russell Marino,Register
3/30/.70 Russell Marino,Register
Letters testamentary
and two short
certificates
Transfer Inheritance
Tax J
1969 Per.Property Tax
Executrix's Notice
Executrix's Notice
Lock box rent
Notary fee
Filing Inventory
i~~t~~~~Dce on
Filing Account
21.50
66.13
177.73
14.00
14.00
15.00
4.00
7.00
5.00
17.00
TOTAL COSTS OF ADMINISTRATION ------$341.36
SCHEDULE "c"
FUNERAL EXPENSES
AND PREFERRED G.,AIMS
5/28/69
5/28/69
5/28/69
5/28/69
10/6/69
M.W.Graham,M.D.
Annex Pharmacy
Ambulance &Chair Service"
Piatt Funeral Home
Kurt.z.M6nument'Company
Professional Services
Medication
Funeral services
Bal.on marker
120.00
4.53
•20.00
110.00,
j 't ~~
TOTAL FUNERAL &PREFERRED
-..~.
SCHEDULE "D"
OTHER'CLAIMS
$1,839.50
5/28/69
5/28/69
McKean &Burt,Inc.
Bell Tel.Co.
_Moving bill
Telephone bill
52.50
5.17
TOTAL OTHER CLAIMS -----------------$57.67
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Observer .Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the News,paper Advertising Act of 16 May.1929.
P.L.1784.as amended.
Commonwealth of Pennsylvania,County of Washington,55:.
Personally appeared before me.a Notary Public in and for said County
and State,.Richa.r..d s...•....GQW~.lJ who being duly s,worn
according to law.deposes and says that he is the s.e.c.re.t~r.y..
of the Observer Publishing Company,a Pennsylvania corporation.and its
agent in this behalf;that the said Com.pany is the owner and publisher of
the Observer-Reporter.succ'essor to The Washington Observer.established
Septembe,r 18,1871,and The Washington Reporter.established August 15.
1808.a daily newspaper of general cir'culation.printed and published and
having its place of busines's at Washington.Washington County,Pennsyl-
vania.where it or its predecessors have been established and publisrued
continuously for more than six months prior to the publication of the notice
hereto attached;that the printed notice or advertisement hereto attached
is a -copy of an official advertisement.official notice,legal notice or legal
advertis,ement.exactly as printed or published in the Ob£lerver-Reporter in
its regular editions on the following date or dates;.
..............................S.ept.ember 16..,23 and 3Q..,1.9.Q.9 .
that neithe'r true affiant nor the Observer Publishing Company is interested
in the subject matter of s,aid notice or advertising and that all of the allega-
tions of this affidavit as to the time,~and character of publication
are true..~~~~dtfl-w~
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EXECUTOR'S NOTICE
Estate of GERTRUDE H.WAL.LAC~,deceased late of City of
Waslungton.Wnshington County PaLettersTestamentaryupon'th~above estate having been granted~o the 1!ndersigned,all persons hav-mg claIms fagainst the estate are
requested to I!Iake known the sametotheunderSIgnedor.his attorney
and all persons indebted to the de.cedent are requested to make pay"
ment to,the undersigned withoutdelay.
',Jane W.McCreight,Executor05N.Wade AvenueWashington,Pa.15301
O.Clare Wallace Executor917AlgeriaAvenue
<:,oral Gables.Florida 33134,McCreIght,Marriner 8<McCreightAttorneys
/
520 "!'ashtngton Trust Bldg.Washington,Pa.15301
..!9218·Tues.•3t
Sworn to and '"b"~~~~11Bd::l~:~:T::~r
WASHINGTON,WASHINGTON ;t:/tr~fe'
MY COMMISSION EXPIRES MAY 6.1972
1969
Washington~Pennsylvania
Washington County Reports
..(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
Estate Notices
The Register of wms has granted
letters,testamentary or of administration,
in the following estates.Notice is hereby
given to all persons indebted thereto to
make payment without delay and to those
having claims or demands to present
them for settlement to the Executors or
Administrators or their Attorneys.
• • •• • ••• • • • • • • • ••
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}SS.
STATE OF PENNSYLVANIA
Personally appeared before me,a Notary Public in and for said County
and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes
'"and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,
the officiaJl legal periodical for said Washington County,published weekly
hav,ing its place of business at Washington,Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
COUNTY REPORTS was established on March 31,1920,and was designated
as the official legal publication for Washington County,Pennsylvania,by order
of the several courts of said County,dated November 11,1920;that the printed
notice or advertisement attached hereto is a copy of a notice or advertisement,
exactly as printed or published,which appeared in the said legal periodical in
its regular issues on the following dates:
..PROOF OF PUBLICATION
WALLACE,GEItTRUDE H..Dec~d.
Late of City of Washington.'Wash-
ington County.J;>enna.,<Executors:.Jane W;McCreight.705
N"Wade 'Ave..Washington.PI;l.;15301,
O.Clare Wallace,,917 Algeria 'Ave.,
Coral Gables,FlOrida 33134
Attorneys:McCreight,Marrin,er &McCreight,520 Washingtoll 'trrust
Bldg.,Washington.Pa.15301';
..........Se.p:temhe.x:18.,ZS.,.19.69 .
..........9.,.t~b.e.t'?19..6.9..
KATHE'UNE C.VA"!),NIWy ,
Washin!lton,Washta,ton c..,
My Cemlli.len ExpiM
Nlvellber 1,1_
that the affiant or the corporation in behalf of whioh he is acting is not
interested in the subject matter of said notice or advertising and that all of the
allegations of this affidavit as to the time,place and character of the publication
are true.(i1:'i/)_~/U;U~J ~.;~..__7~-Itor
.'~worn to and subscribed before me this
.J"
}~.::of ~:t...be.r ,19 6.9........~.a ..
otary Public
lin tQt (@rpQuus·OInuri nf lIusQiugtnn QInuuty
In the matter of the Audit of Account in
j
Estate of GERTRUDE H.WALLACE
TO THE AUDITING JUDGE:
No.63 69 -597______-,-__,19__,A.A.
Enter o:....u--'-r appearance for.__-.::a:.::c:.::c:..:o::..u:::..::n:...:t:..:a:..:n~t.=...2,--=J:..,::a=-n:.:..::e:-...:W.:....:.....-:..:.M:..:c:..,::C:..:r=-=.e.=i~gi!.:.h.:..t:...L.'_
McCREIGHT,MARRINER &McCREIGHTc
May
N.B.-Counsel shall,by separate pap statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
I
No 63 69-597 .19__•A.A.
In re Audit of Account in Estate of
GERTRUDE H.WALLACE
AUDIT
'rarripr for Appraranrr
FOR
JANE w.McCREIGHT and
_°1 io.CLARE-<WALLACE ~
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(/)0 C ::oa
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McCreight,Marriner &McCreight
by Attorney
.-..===============
~1Gi<'.2
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Estate of Q~.~~B!_!.l?~~.~.Y!A.~~Ag~.
Deceased
No R3:::.6.9.:-:5.9.1.A. A.
Fiduciary ~.~~.~..~.·~~.~~.~.~~~~~E~.
Q.~g.~.~!~~~J~~~.~.
g~~:d~~t's death ~~!...}.~~.?§.~~~:~t o;f Letters..~~y.,..~.~.,~~§~~.
This is the .!.~~.~.~~!?-.~f.~!.1.?:~account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term .
Election to take
Under or Against will.(cross out one)
Date Election Place of;
Filed Record ,,.
Name of surviving spouse !::~.:~:.
List issue,where material:
Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate)
X'xsc No.If answer yes,name them .
.Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
Jane W.McCreight
O.Clare Wallace
Daughter
Son
1/2 residue
1/2 residue
List,if exceptions to above:
If partial intestacy,give facts:
Adeemed:Revoked:
None
None
Lapsed:Abated:-Give Cause:
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.~
If any exception give cause:.
File copy of Noti~~March 31,1970
and date of mailing .
,~,.~
-;,
Yes
Is estate subject to the filing of a Federal Estate Tax Return?.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $N-0ne .
If the Will makes any portion of estate subject to a Iife-estaJe,give ndme and birth date of life tenant .
................................................................................~Q[l.~.
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:
-,
Balance for distribution per account,
Itemize any additional debits not shown by account:
See 'attached Schedule,.
..Total additional debits (Add)
Itemize any additional credits not shown by account:
Total additional credits (Subtract)
Balance for distribution
$~.?1..~.~?.~.~.9 .
$7.3~L.2~.
$?}?25....-_-.
$....?5.,~~~~22.._....~_........_':..;".:....._-_......
Ifbalance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
41 ~16th shares Dunbar &Wallace Lumber Company capital stock @ $500.00=$20,916.67
684 shares Lone Star Gas Company common stock @ 22.75 =$15,561.00
422 shares Columbia Gas.System Inc.common stock @ 28'7/8 =$12,185.25
92 shares Northern Natural Gas Company common stock @ 53 I/Q =.$4,899.00
332 shares Dayton Power &Light Co.commonstock @ 31 5/8 •$10,499.50RealEstateperInventory$616.00
Balance cash
•
-{
Blue Shield of Western Pennsylvania -Refund
ADDITIONAL DEBITS
Dunbar &Wallace Lumber ,Co.Diyidend, ,
Northern Natural Gas Company'Dividend #145
First Federal'Savings &Loan
Assn.of Washington Interest
.,
3/31/70
3/31/70
4/3/70
4/13/70
4/23/70 Treasurer of the United States Tax refund
TOTAL.DEBITS
,\,"
..
"
418.33
59.80
167.50
58.80
33.78
$738.21
.ADDITIONAL CREDITS
1314.56Personalpropertytax
5/5/70
5/5/70
5/11/70
3/30/70
Washington Hospital
Washington County Personal
Property Department
Barbara Craig
Internal Revenue Service
Hospital bill
Notary on Audit
1969 Income tax
47.50
1.00
352.19
TOTAL CREDITS ------$535~25
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If Family Exemption claimed by Petition,give place of Record:~.~~~P.P.~.:!:~~~.~.~.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:~.
List any advancement or distribution on account that has been made,and nature and amount of same:
None
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
Reaward to the Executors to cover federal estate tax and income tax contingencies
$3,000.00.
-,Jane W.McCreight -1/2 residue including an undivided one-half interest in the
real estate and award of the lrOl1owing stocks in kind:
:20 11/12ths shares Dunbar &Wallace Lumber Company capital stock
342 shares Lone Star Gas Company common stock
211 shares Columbia Gas System Inc.common~'stock
46 shares Northern Natural Gas Company common stock
16S shares Dayton Power &Light Company common stock
O.Clare Wallace...;1/2 residue including an undivided one-half interest in the
real estate and &w~rd of the following stocks in kind:
20 II/12th shares Dunbar &Wallace Lumber Company capital stock
342 shares Lone Star Gas Company common stock
I 211 shares Columbia Gas System Inc.common stock
46 shares Northern Natural Gas Company common stock
~'6~shares Dayton Power &Light Company common stock
"COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly J?~Q;r.XL doth depose and say
that the facts set forth in the foregoing petition are true
to the best oL her knowledge and belief.
And your petitioner will ever pray,etc.
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........~~.~~.~to and,subscribed before "j.;.JL:,.'r (7'C?<J-.(2/),~.
me th;S../L.....da~~/'lay·...·······.f.'i'1119.....7Jl ;j:\ftb.-dL.~c%U/7.&e::.......
Signature of Officer.....~..~.>".·
T;tle of Officer.~~.~,..·..
Office expi res........4£.,jfi.Zt!.:.~.
BARBARA CRAIG,NOTARY ptBLIC "/'"
WAS!i1NGTON,WAStllNGTOtl CO~NJY ,/"'
MY COMt4IS~ION miRES JUNE 25,19111 ~
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No..~}=.~.?::_.??.!.A.A.
Gertrude H.WallaceEstateof .
Deceased
Jane W.McCreight and
Fjducia ry -.
O.Clare Wallace
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:pa rag raph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of al!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.
3.Letters Testamentary or Administration
C.T.A.or an attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
Attorney
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M~CREIGHT.MARRINER c MSCREIGHT
ATTORNEYS AT L.AW
5Z0 WASHINGTON TRUST BUILDING
WASHINGTON,PENNSYL.VANIA .15301
JOHN B.Mc;CREIGHT
STEPHEN O.MARRINER
-lAMES C.MC;CREIGHT
ESTATE OF
GERTRUDE H.WALLACE,
DECEASED.
)
)
)NO.63-69-597
)
)
NOT ICE
AREA CODE<412
PHONE ZZ5-6600
YOU ARE HEREBY NOTIFIED that Jane W.McCreight,
Executrix of the Estate of Gertrude H.Wallace,deceased,filed
her First and Final Account in the office of the Register of
Wills of Washington,County,Pennsylvania,on Tuesday,March 31,
1970,and that the same will be presented to the Orphans'Court
for confirmation May 4,1970,and be called for Audit by the
Court at a time fixed by the Court during the week of May 18,
1970,when and where younay appear,in person or by counsel,
and be heard if you so desire
John B.McCreight,Esquire
McCreight,Marriner &McCreight
520 Washington Trust Building
Washington,Pa.15301
Attorney for Esate
vlashington,Pa.
March 31,1970
rn
IN THE COURT OF COMMON PLEAS OF WASHImG'I(CiThI COUNTY,PENNJl.
,,
,.
ORPHANS'COURT DIVISION
Wallace,deceased.The Executrices are Jane W.McCreight and
O.Clare Wallace and the.attorneys are McCreight,Marriner and
McCreight.Mr.John Mc~reight?
GERTRUDE H.WALLACE,
No.597 of 1969
)
)
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Number 597 of 1969,the estate of Gertrude H.
HEARING ON AUDIT
Thursday,May 21,1970,at 10:00 o'clock A.M.,
EDST.
McCREIGHT;MARRINER &McCREIGHT,ESQS.,
of Washington,Penna.,-representing the Account nts.
.THE HONORABLE P.VINCENT MARINO,Judge
of the said Court.
BEFORE:
THE COURT:
Deceasred..
TIME:
ESTA'IlE OF
APPEARANCES:-
IN RE:
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MR.McCREIGHT:If the Court please,one,of the accountants is my
wife and this estate deals with her mother's estate.There are no
unpaid claims.The balance for distribution consists in part of stoc~s
and there is an election to take in kind which is recited in the SUggE sted
distribution and by an attached exhibit.In this estate as well there s
a Federal Estate Tax problem.And the Accountants suggest that he
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amount of ,$3.o~OO 'be reawar,ded'to them'a'nd held in theest~te to
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"·"cover·Federal'Es'tate.Tax ~~d:lncorri'eT~x CQrtt.~ngencies"
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...,.~JTh~ciudit·()f.:this~ccou·iit 'is ordered c"losed by-th,
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lkhow of none'~xcepfth~Inheritance T~x:
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ESTATE OF No.63-69-597
Gertrude H.Wallace,
deceased.
In the matter af the First and Final
Account of Jane W.McCreight &O.Clare
Wallace,Executors
ADJUDICATION AND DECREE
And now August .t 7 ,19.12-,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof the8ba~qtlce.for distribution in Ithe hands of the Accountant is determined to be.
$2,db8.~2 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 token herefrom sec.leg.
SCHEDULE OF DISTRIBUTION
Balance per account _
Additional debit asked at audit
Additional credit asked at audit
738.21
535.25
$85,665.26
$86,403.47
Balance,_'--_$85,868.22
Deduct Clerk's Costs &Receipts'--_
Attorney McCreight Marriner &McCreight
Russell Marino,Clerk O.C.,costs in certifying real
estate to Recorder,
John D.Wood"rard,Recorder,costs recording certification
of real estate,
$85,784.22
Redebit -Advance on distribution -66.13
$85,850.35
3000.00
$77,672.08
Russell l.farino,Agent,transfer inheritance tax,includin
tax due on jointly held bonds,$5151.64
Interest from 8-7-70 to 9-8-70 26.63 5178.27
I j8 ,672.08
I},t,.1.1'/7()
Jane W.McCreight and o.Clare Wallace,Executors,reawar(~.5'17 g...;2.7
for Federal Tax liabilities.After the tax is fully sett ed and th h,,)',Ml'1'Yf .
accomtants liability ceases,the balance of this reaward remaining '~1l1'oO II .......~:-h
shall follow the decree of distribution herein made,as i ~~'---
related to the distribution of the residue and the
proportionate shares therein,and no further formal
accounting to the Court shall be necessary,
Jane W.McCreight,daughter,1/2 residue,including cash,
an undivided 1/2 interest in an undivided 1/5 interest
in parcels of real estate as hereinbelow described;
20-11/l2ths shares Dunbar Lumber Company capital stock;
342 shares Lone Star Gas Company common stock;211 shares
Columbia Gas System Inc.common stock;46 shares
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Northern Natural Gas Company common stock;166 shares
Dayton Power &Light Company common stock;held in kind an
distributed as such at the appraised value,credit to be
taken by the accountants for funds in the amount of
$66.13 advanced prior to distribution by the Court,38836.04
O.Clare Wallace,son 1/2 residue,including cash,an
undivided 1/2 interest in an undivided 1/5 interest in
parcels of real estate as hereinbelow described;20-11/12t s
shares Dunbar &Wallace Lumber Company capital stock;
342 shares Lone Star Gas Company common stock;46 shares
Northern Natural·Gas Company common stock;211 shares
Columbia Gas System Inc.common stock;166 shares Dayton
Power &Light Company common stock;held in kind and distr'buted
as such at the appraised value,38836.04
No balance
the Wallace Plans of Lots as recorded in the Recorder's Of ice of Wa hington County.
REAL ESTATE TO BE'CERTIFIED TO THE RECORDER OF WASH
BY THE CLERK OF THE.ORPHANS'COURT DIVISION
and designated as Lots Nos.51, 52, 53,54,80,81,552,5 3,564,an 565,and 575 in
Lots of ground situate in Canton Township,Washington ounty,P sylvania,known
A certain tract of land situate in'Canton Township,Wa hington
Gertrude H.Wallace,devisor,to Jane W.McCreight,devise of an un 'vided 1/2
interest;to o.Clare Wallace,devisee of:'an undivided 1/2 interest;each undivided
interest being in and to all the right,title and undivide 1/5 inte est of the
devisor in the parcels described as,VIZ:.
bounded and described as follows:...
BEGINNING at an iron pipe in gutter in TOlomship Public Road 623,10 feet North of
Lane;thence by said center line,South 200 7'East 130 f et to
said road and by line of Lot No.575 in Wallace Plan of Lo s No.8,outh 690 53'West
265.21 feet to an iron pipe in line of land of Polish Arne
center line of said road and at corner of fann of Thomas
feet to an iron spike in the center of Township Public Roa No.
Society;thence by said land,North 150 18'West 93.3 fee pipe;thence South
line;thence by same,South 480 East 246 feet to a small s ike in sa'd center line;thence
by the same,South 600 15'East 8O.08·feet to an iron spik
1iJ:ie;thence by land now or formerly of Robert C~Beatty e ux.,So h 50 42'East 373.52
said farm,South 880 45'East 191.3 feet to a small spike
810 33'West 100 feet to an iron pipe;thence by line of and of Th s Edward Malone
Heirs,North 80 51'West 701 feet to an iron pipe,the pl ce of be'ing.CONTAINING
5,5316 acres,per survey of William G.Wylie,made Februa
Certain lot of ground situate in Canton Township,Was ington Co ty,Pennsylvania,
bounded and described as follows:
BEGINNnm at a point in the Eastern line of Garden Ci y Plan of Lots,said point being
North 670 45'West 1 foot from the Northwest corner of th intersec ion of Union Avenue
and Alley B in Wallace Plan of Lots No.2,recorded in Pl Book 5,at page 177;thence
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from said beginning 'point by said Garden City Plan of lots"North Bo 09'East 381.49 feet
tora.'·~point;thence by line of land of John Piechnik,South 670 45'E~st 402.7 feet to a
point;thence by same and other land now or formerly of Frlank M.Walil-ace,et al.,South
220 15'West 370 feet to the northern line of Alley B;thEnce by sajd Alley B,North 670
45'West 309.7 feet to a point,the place of beginning.Containing 3.026 acres.
CERTIFIED TO RECORDER:SEPTEMBER 3,1970
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ELECTION TO TAKE IN KIND
TO THE EXECUTORS OF THE ABOVE ESTATE:,
.,.
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WITNESS my hand this./3 fh day of May,1970 .
.,
~\1I .'....You are hereby no'tifieq that~I elect 'to'take in
the estate.
IN RE:)
)
ESTATE OF GERTRUDE )
)
H.WALLACE,DECEASED.)
kind as a part of my distributive share in the above estate.,,
the equal one-half (1/2)of ~he shares'of stock as may be
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available for distribution and as listed in the inventory of.
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF R~VENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF WAS.HIN.G.TON·································.
Form RCC-33
RESIDENT DECEDENT
...
IMPORTANT:This return must be completed in detaH 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.Jnl1eritll.nce..an!l:EJ?tll.te-'!'aJ(A,ct of lQ61.)
IN THE MATTER OF TIlE.ESTATE OF '}
GERTRUDE H.WALLACE AFFiDAVIT OF..........................···· · ·..i's;t~..·f~li..·~;;:;~..·~i..d;;;;;;d~~t)·..............................................................EXECUTOR
WASHINGTON ADMImSTRATORLateof,:, ,:,,,.................County
Administrator of the estate of the above-named decedent being duly sworn,depose S and say S
Executor
Decedent'died )'IJ.9.<yI.'-...
(Month)
...........,199...9 ,r testate 'leaving a last will,copy of which is hereto attached.,}
(Day)(V"",r)~~ft't'eori'lrte""
o t herN:m:t:::i:::r:::r:fse:tt
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::;::;:}~~~~e~~h~~·g~~~~~~~r~~qifcC·r·eTght"·....,..,..,..,........".
wh~m all correspondence should be.520 Washing'ton··TrustB1fil-~.Washtngton'·'······Pa'·~······l5'30'l·..···..mal1ed.~,,
E u
trix
That as such ~.:.:""deponent is familiar with the affairs of said estate and the property con-
(Excclltor·Administqtorl·.
stituting the assets thereof and th.eir fair mafket value.
That at the time of death there was no saf~deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or indeced~~t'sindividual name,with right of access by another as agent
or deputy,with the exception of the following:~
."..--:......NAME AND ADDRESS OF BANK OR OTHE~INSTITUTION
IN WHICH DECEDENT RENTED A SAFE PEPOSIT BOX
,Mellon National Bank -&Trust'Co.
::.-.THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
Gertrude H.Wallace
RELATIONSHIP OF JOINT
HOLDERS TO D~C~DENT
Washington,:p.a.~.-.
That the contents of §aid safe deposit box or boxes are itemized under Schedules
return,with the exception of the following,for the reasons hereinafter set forth:
..of'this
'That Schedule A attached hereto and made part hereof'sets forth fullv and in"detail all the
real property in the Commonwealth of'Pennsylvania of'which decedent died haVing an interest therein.It
also sets f'orth the mortgage encpmbrances upon each parcel of'real property at the date of death,giving
the amount still due at death,pameof'mortg~gee,date,rate of interest,and book and page of'record
thereof'.It also sets f'orth in the columns provided theref'ore the assessed valuation of'each of'said
parcels,the estimated market value thereof'as of'date of'death of'decedent.
That Schedule B attach~d hereto and made part hereof sets f'orth 'fully and in detail all personal
property wheresover situated oWQed by the dec~dtmt at the time of'death;all moneys lef't 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 giv:lng also separately the accrued interest thereon,if'any,dOw,rl'"to'"the last
interest day prior to decedent's death in the ca.se of'savings banks,and to the date of deced,ent'.s,death
in all other cases;all bonds,postal saVings,treasury certif'icates 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 f'ree,of the United States,or any state,or political subdivision .th~redf,or of'
.4 /_~.'any f'oreign country,which are owned at the time of'death;all wearing apparel,jewelry,sil~erware,pic-
tures,books,works of art,household furniture.,horses,carriages,automobiles,boats,and~~ny~nd all
~#~other personal chattels of Whatsoever kind or natu,re,left bydecedent,to.gether with the fairly~e-sti!Rated
market value thereof;all bonds and mortga~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 f'or the payment of'money
of which decedent died possessed,of'whatsoever nature,With interest thereon,if'any,giving the f'ace
value and estimated fair market value thereof,and if such estimated fair market value be less than the
f'ace value,it sets forth brief'ly the reasons f'or such depreciation'as to each item;all moneys payable
to the estate from lif'e 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 intere.st thereon to the date of'dece-
dent's death and other investment securities owned by the decedent ~t the time of'death,with the market
value thereof at such time.
",-
..
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the"date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as 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 e~joyment 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 schedule a cony
of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes',at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the will,deed.,•.or other instrument of another,
with a copy of the instrument creating such power;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,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of 'acquisition of personalty,plus the name,address'anarelationship,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 ex~mption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissiorlS 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 Impaid at time of
--'.death;taxes accrued chargeable for period prior to decedent's death (except ,those.allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this
I~.-:(/LA:A-j",.."19.7.9.".".
........""..--r.:_=>t ".
!ARhiRA CRAIG,N'oti~v pil~'t)'t
. .WASH!NGTQtJ,IYASHINGTW COUNTY
\MV COMMISSION exPIRES JUNE2S,'l'rf'o
J:.~~?d~~~--_.__._------
705 N.Wade Avenue.-..-..
(Street Number)Washington,Pa.15301.......................................................................................................................................
(City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached•._Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RCC-34 (1-64)
,;.'COMMONWEALTH OF PENNSYLVANIA
OEPARUMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that 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 th Is space)
Undivided one-fifth interest in lots of ground
situate in Canton Township,Washington Co.»nty'y
Pa.,kn0;Jn BJld ~signated as Lots Nos.51,52,
53:-54,'80, 81,552,\/563,564 and 565 and 575
in the Wallace Plan of Lots as recorded in the
Recorder's Office of Washington County.------
ALL the one-fifth interestsin and to a certain
tract of land situate in Canton Township,
Washington County,Pa.,bounded and described
as follows:BEGINNING at an iron pipe in gutt
in Townsnp Public Road 623,10 feet North of
center line of said road and at corner of farm
of Thomas Edward Malone Heirs;thence by said
farm,South 88°45'East 191.3 feet to a small
spike 6 feet North of said center line;thence
by same,South 48°East 246 feet to a small
spike in said center line;thence by the same,
South 60°15'East 80.08 feet to an iron spike
5 feet North of said center line;thence by la a
now or formerly of Robert C.Beatty et ux.,
South 5°42'East 373.52 feet to an iron spike
in the center of Townsmip Public Road No.584,
also known as Hilltop Lane;thence by said
center line,South 20°7'East 130 feet to a
spike;thence leaving said road and by line
of Lot No .574 in Wallace Plan of Lots No.8,
South 69°53'West 265.~1 feet to an iron pipe
in line of land of Polish American Citizens an
Beneficial Society;thence by said land,North
15°18'West 93.3 feet to an iron pipe;thence
South 81°33'West 100 feet to an iron pipe;
thence by line of land of Thomas Edward Malone
H~irs,North 8°51'West 701 feet to an iron ~
pipe,6the place of teginning.CONTAINING ,II.","l,IIIi/';'
5.531 acres,per survey of William G.Wylie,P
made February 7,1966--------------------~----
ALL the undivided 1/5th interest in and to a
certain lot of ground situate in Canton Townsh p,
Washington County,Pa.bounded and described
as follows:BEGINNING at a point 'in the East rn
line of Garden City Plan of lots,said point
being North 67°45'West 1 foot from the north
west ~orner of the intersection of Union Avenu
and Alley B in Wallace Plan of Lots No.2
recorded in Plan Book 5,page"177;thence from
said beginning point by said Garden
City Plan of Lots,North 8°09'East 381.49 fe t
to a point;thence by lise of land of John
Piechnik,South 67°45'East 402.7 feet"to a
point;thence by same and other land now or
formerly of Frank M.Wallace,et ale South 22°
15'West 370 feet to the northern line of AIle
B;thence by said Alley B.,North 67°45'West
309.7 feet to a point,the place of beginning.
Containing 3.026 acres.------------~-------
900 .00
100.00
Insert thi s total opposi te "real property",Schedule"A"in the X X X X X
"As Reported"column on the lost page of this return.
818,:Q0
~DO"6()
RCC-35
COMMONWEALTH OF PENNSYLVANIA
TRAN·SFER INHERITANCE TAX
RESIDENT DECEDENT
.,
,.;;.,.'."..;-.....
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundis tributed
estate or or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
--...,.--_._~------------------,.---------.....--------
Item
No.
ITEM
List and describe fully
UNIT ESTIMATED
VALUE MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
92 shares Northern Natural Gas Co.commor
stock 53.25
41 5/6 shares Dunbar &Wallace Lumber
Company capital stock 500.0C
423 shares Columbia Gas System,Inc.
common stock 28 7/~
684 shares Lone Star Gas Company common
stock 22.7~
~h~7
20,916.67 20,
O~h515,561.00
()K:~'712,214":13
4,~f~otl
10,5361~~-;)
97.00
31 5/t
Household furniture and Furnishings
333 shares Dayton Power &Light Co.
common stock
2
4
1
5
3.
6
7 Savings Account in Mellon National Bank
and Trust Company,Washington office,
Washington,Pa.
6Jt4 -:J
4,664.91
8 Savings Account in First F~deral Savings
&Loan Association of Washington,
Washington,Penn sylvania
0)(/.,~~
13,400.29
9 Savings Account in Washington office of
Mellon National Bank and Trust Company,
Washington,Pa.
o)(j7-:
1,314.66
10 Undivided one-sixth (1/6th)interest of
3/160ths royalty interest in Wells No.
1 and up,Howe Township,Forest County,
Pennsylvania -Warrant No.3671,pipe
line tanks numbers 74795-748~1-75307
Sheffield Station ~25.00
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X
RCC-36
rmtifON'\'K\LTH OF PENNSYLVANIA
TIUNSFER INHERITANCE TAX
~~SIDENT DECEDENT
.,...........
SCHEDULE "c"
TRA.NSFERS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)No
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)---:N..;,.0.:e.-__
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)NO
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(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)No
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or nO)-~NH07----
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others ---:-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)_N_o _
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)--!~~J09----
(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
NONE
MARKET VALUE
(Estimated)
NONE
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
NONE
ReC-38
~-.
COMMoNWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
with another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisition,Name I unit percentage Estate
Address and Relationship of Co-Owners,and Place !Value Share Valuation
of Record of Instrument,where Real Estate.l
DEPARTMENT VALUATION
CAUTION~Do not Write
In This Space.
Value of Value of
Entire Decedent's
property Interest
1.$500.00 Series E United States
Savings Bond dated November 1955
titled Mrs.Gertrude H.Wallace
or Mrs.Jane Wallace McCreight
2.$1,000.00 United States Savings
Bond Series E dated December 1950
titled Mrs.Gertrude H.Wallace
or Mrs.Jane Wallace McCreight
3.$500.00 Bnited States Savings
Bond Series E dated November
1955 titled Mrs.Gertrud H.
Wallace or O.Clare Wallace,Jr.
4.$1,000.00 United States Savings
Bonds Series E dated December 195C
titled Mrs.Gertrude H.Wallace
or O.Clare Wallace,Jr.
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.
500.00
1,000.00
500.00
1,000.00
3,000.00
,,
...·"11<'~.::::J <:::l>-rr,.:lJ -.......(.f)G)C ::l:r:r:(/....::no./<.n (,[)~Z -I f;'J rt-"l(,..,rn C·c..lj-I ........r-t:!i00<:--...-'I ........:Do0];:-.--¥::JE -~0 .....-,A_
r--'-""0 r-""-
):>(f)0".~
...'..
RCO.;37 •(12-63)
I COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
I RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
..
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY .
ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Jane w.McCeeight Daughter Yes 1/2 residue---(UJ l~.waae R.V enue
l.T",c:d";Y'll"l'i-,",Y'l ,P",1 t:;')f'\1.....,'~';J
o.Clare Wallace Son Yes 1/2 residue
917 a10'I'>l";l::l A
Coral Gables,Fla.33134
-
"'
(
h
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
SUMMARY
Real Property ..(Sch."A")
Personal Property (Sch."B")
Transfers '.''(Sch."C")
JOlntly Qwned Pro.perty .
Gross Taxable Estate .
.J.
..,
(1)
(As Reported)
$616.00..
$..~J.,.~:~J~79..
$.
$·3·,·0.0.0.00 .
$....................
$8.7..,.2.3.9.•.79 ·
./.'
.(2)
(As Determined)·
$8QQC'C>
$&i..t.:?l·2/
::~8il..~~
,$.
$88;:~/7.21
t::o',c
ell./:l'":§=E...."'0~~
.....o
~.
t::::oU
.....o
..c.:::~Il.i:::t::oEEoU
ESTATE OF GERTRUDE H.WALLACE
AND AGENT OF THE COMMONWEALTH
DEDUCTIONS ALLOWED IN _J
THE SUM OF $'6lf>].e7
9?~~-7a
CITY OF WASHINGTON,PENNSYLVANIALATEOF
STATEMENT OF DEBTS
AND DEDUCTIONS
I
(..
OFFICE OF THE
REGISTER OF WILLS
OF _...LlW~A....Su.H"-=I~N,,-,G,,,-T=-O=N __COUNTY
Form RC C ·10'"•
DATE OF FILING APPRAISEMENT March S!,1970 DAT&:OF DEATH _M_a_y~_7...:,_1_9_6_9 _
DATE
5/12 69
NO.OF
VOUCH""NAME OF PAYEE REMARKS
Letters testamentary and
2 short certificates
AMOUNT
21 50
6/101/69 ~ussell Marino,Register Transfer inheritance tax ee ,....
vv .......;
6/11 69 ~alcolm L.Morgan,Treasurer 1969 Per.Property tax 177 73
J/12 69
9/12 69
Observer-Reporter
~ashington County Reports
Executrix's notice
Executrix's notice
14 00
14 00
12/3~69 Pittsburgh National Bank Lock box rent 15 00
3/25 70 !Barbara Craig Notary Public 4 00
3/30 70
3/30 70
Russell Marino,Register
Russell Marino,Register
Filing Inventory
ana ~e oTI Te"t:t:-ers
Filing Account 12 00
17 00
5/28 ~9 M.W.Graham,M.D.Professional Services 120 00 I
5/28 69 Annex Pharmacy r~edication 4 53
5/28 69 Ambulance &Chair Serv ice Ambulance service 20 00
I_5~/,--2"i8__6=-9-r-_--;_P_i_a_t_t_F_u_n_e_r_a_l_H_o_m_e l-F_u_n_e_r_a_l_s_e_r_v_i_c_e_s o_+-_l.::..,.:..5_8_4+=-9.;...7_:
10/6 69 Kurtz Monument Co.Bal.on marker 110 00.
5/28 69 McKean &Burt,Inc.Moving bill 52 50
5/28/69 Bell Tel.Co.Telephone bill 5 17
TOTAL --------------------
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
I JANE W.McCREIGHT
HEREBY CERTIFY.THAT.TO THE BEaT OF
BARBARA CRAIG,~OTARY PUBliCWA~fINGTON,WAS I"IGTON COUNTY
MY CpMM1SS!9tj ~1!/~lI J~N~_~[:.!?7U
r •i '",
..,.:.,..",-!....,
r
rn
o..,.
I'
,;ij
,"
;t
,f',~J .~
•~..I
)\
'\'I.,
".•""."2.
',h,~
j',
J -.1
37-221-2
RCC-81 (2-64)
.
COMMONWEALTH'OF PENNSYLVANIA
DEPARTMENT OF REVENUE·
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION IN YOUR REPLY PLEA.E
REFER TO
)
NOTICE OF FILING OF APPRAISEMENT
JANE ~'J•McCREIGHT &0.CLARE \'\TALLACE
In Re:Estate of G::::ER=',::..:.'I:;;'R::.::UD=E....;I:.:..:1::..•....:lif..::..'A:.::L=LA:.:.:::.;CE=-"'__---
__----W~As:..:H=rr:.;:..N:.:.G:.:.TO.:..:N:.:..-------County -File No.63-69-597
You are hereby notified that the original
appraisement in the estate of Gertrude H.Wallace
has been filed in the office of the Register of Wills qf Washington
County on June 22 ,19...2P.Said appraisement reflects the
following valuations:
Real Estate _--'-~8~0~0L:.CO~_
Personal Property __~8~3~1~6~2~3~.~7~9--__
Jt.Held ~~---:..!.3.L.:'8~9:;t4~.0:::.:;0:.....,...__
Tota1 .,..--_-_..-:::.88:=-l..o,3~l::.l.7..:..-'-7.L.9---
Date June 22,1970
Note:This is not a bill.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
May 7,1969
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.
DATE OF DEATH:
·CC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER iNHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of WALLACE,
(Last Name)
GERTRUDE
(First Name)
H.
(Initial)
DATE OF DEATH :"5-7~69:';:FILE NO.63-69-597
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".
Dated:06-22-70
05-07-69
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
VALUE AS REAPPRAISED
$-------+--
COMPUTATION OF TAXFORUSEOFREGISTERONLY
Tax on $-+-__~"
Taxon $~
Tax on $5%
Tax on $10%
Tax on $15%
Exemptions *
Total Estate -I-__
TOTAL TAX
$-------~-
$-------+--
$-------~
$-------+--
$-------~,..---
$------_1....--
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::::1==
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $-------1
AMOUNT OF ESTATE TAX ASSESSED $------lL-
Estate tax paid $----Jl-
BALANCE DUE $L-
Add interest at rate of 6%from
------lto-----$--------it=
TOTAL TAX BALANCE $-------4'
PAID $....1
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
...
Will !...No.AdmInIstration
IN THE
.year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
GERTRUDE H.v~LACE
Deceased
Late of .
County of
vlASHlNGTON.-.
..~...WJl!2>l:ll..i'Jc:rTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
------
Fonn RCC-2·
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONmALTH -oFPENNSYLVANIA
RESIDENT INHERITANCE TAX
•APPRAISEMENT
DATE ...............~1J.P,~..??.,1.97.Q .
COUNTY ~~~.I:.~.r:.~??.
FILE NO•.....................§'?:.??.:X!!....
Whereas,g~~~~4~~.·w.~.:l::~~.~late of }'l~l3.~!l~.'?Il:.
in the County of ~~.~~~.!!.~.~Commonwealth of Pennsylvania,having died on
the 7 t..h day of l\1:Cl.Y 19.HL,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.Ji.•.R.C.han~,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.
REALTY:
Oeser!pi!on of Asset Unit
Values
$
AppraisementMadeforInheritance
Tax Purposes
800 00
See copy of Schedule IIBll attached to appraise \lnent
See copy of Schedule "All attached to appraisementI--------~-::....----------------~-----------+_---H__----+_---
I-=P=ER=S=ONA=LT=Y=:~+--__~+--_I
83,623 79 !
JT.HELD:
See copy of Schedule "Ell attached to appramsement 3,894 00
I-----------------------------:-------------+----fll------t---I
I--------------------------------------+----fll------t---'
Total 88,317 79
I-----------------------------------+----Jf-----+--
Having been duly sworn acco!fling to law,I do here8tifY that the above appraisement is made in con-
formity with law on this o?4~..day of .....--A7 }b""".'77J~'"........... .19 ~...Cd//C.,·..~..24 .4-~
Appr81se "
"-.-QJ~""~~·.~e~·~;~t.et),pe~n~·.U-(-"~I
RESIDENT INHERITANCE TAX APPRAISEMENT
WASHINGTON County
r'IL'ED,
r-,'O MII~?n "r-r q lJf'"-"--0 ;-LI ~-TU
Estate of
GERTRUDE H.WALlACE
Deceased.
Late of
WASHINGTON
Date of Death,}1~y.7.,J9.~9..
Appraisement Docket Vol.,.3...7 .
Page,~.?l~~No 9.~.f.>.975.91 .
Filed in Register's 0 jJice,J..!,JJV~Z?..,J97Q ..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appraisement,..
Appeal j1'Qm Appraisement,.
Entered and charged,.
L6S-b~-E9
RUSSC[l f.iA.nWO
REGiSTER OF WILLS
WASHINGTCN CO..PA.
•
_______W~SHINGTONz PENNSYLVANIA 15301
TO:MRS.JANE W.McCREIGHT
705 NORTH WADE AVENUE
Date:_---'M2la~yJ.-.--l2!!!!.ll8L4,l.-.-o&l...o!9~6'.i/.9-----
County __W_A_S_H_I_N_G_TO_N _
)
Co unty FiIe No._---:::3--L.Z_-_~_;2__'I.....-_·_V__
Bureau Fi Ie No.__b....3:.--....Ii::{"-4f_---:..J::;.....-+-1?+1_-
~1 !,J;69-s-f'7
OFFlc;.IAL NOTICE OF INHERITANCE TAX
APPRAI,s~MENT AND ASSESSMENT OF
ASSETS NOT"5UBJECT TO ADMINISTRATION
RCC-134 (8-65)
COMMONWEALTH OF PENNSYLVANIA~I)1f~ARTMENTOF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
~e have received notice that,~~~~~~~~~~~~~~~~~~~~~~~~~~~~-on MAY 7 19---.2..9,you came into ownership of certain property through
XiKK_transfer from GERTRUDE H.WALLACE,DECEASED.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
Balance as of date of death,$2,320.37
The property on which tax is hereby ass.essed consists of:J t.Checking Acct.#217-0679 bel d j n
_the MELLON NATIONAL BANK &TRUST CO.,WASHINGTON OFFICE,WASHINGTON,PA.,in
the names of GERTRUDE H.WALLACE or JANE W.McCREIGHT.Opeued 10-21-57.
ap&,8ised by the Commonwealth,as of the date of deat~at $_....;2:::..z...;,3:::..;2=.0::...:..;.3::..7.:....;._
___%of this amount is taxable at the rate of %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
lESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$1,160.19-_:...----$--------
AMOUNT OF TAX DUE 69.61
o If you pay the above amount within t~ree (3)months
of the date of death of the decedent,or on or
before Aug.7 19 69 j you may deduct a
discount of 5%of the amount of tax due,or 3.48
IoThistaxbecamedelinquentoneyearafte~the date
of death of the decedent and,in addition to the
tax,statutory interest at the rate of 6%of the tax
per annum is also due as of *_
19 in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until
paid
TOTAL AMOUNT DUE
APPR AISED BY:---:JJ~~--d-L.~:!!:::!.~f:::::.:""
$--6.9 •6l-$;z:================-'
ASSESSED BY,~~L::::
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
6j!q/tfV~~~·f31?~II NJ..CVti».o I ~
To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
(over)
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forwarding to the Commonwealth,list below~he d9~4e paid,name and address of the person to whom
you made payment,their official title and the amount.~~....l
f "'r:
t Paid
ement of
which I
to the
eritance
rt that I
yer
of
expenses
expended
e.If any
ents below,
nd allow
ended
Amount Paid=--Official TitleNameandAddressofPayeeDatePaid
Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts
by you may qualify as deductions against the gross value of the property in the computation of tax du
such expenditures meet all of the three following tests,it is recommended that you itemize the paym
execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed a
those which he-determines to be proper.The tax will then be recomputed and you will receive an am
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
\
1 -You were personally legally responsible 'for these debts,and
2-You actually paid th~se debts out of the account or property described above and can furnish pro
of such payment,if required,and
3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other
persona I representative of the decedent handl ing the admin istration of the general estate of the
deced~nt or any other transferee.-
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amoun
'-
.
"-...
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY OF:)
I,hereby certify that the foregoing is a just and true stat
funeral expenses and other debts of the decedent,,for
was legally responsible and which I did payout of the property herein taxed.I further certify,that
best of my knowledge and belief,these same debts will not be claimed by any other person,for inh
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF
19_-
'"Signature of Taxpa
REPORT OF REGISTER OF WILLS
--
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully repo
have allowed deductions listed above in -the total amount of $"
Date of Approval:
Register of Wills
··Forni'Ree..,2
'..
.DEPARTMENT OF REVENUE~.'.'.
.:;:::"..BtmEAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.1712 7
,.
COMMONWEALTH OF PENNSYLVANIA'",-.'...
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ""'''",,'''',"..,,""""'""j,un.e",,,,l.O"J,,,,,,196.9
COUNTY "WASHIN.G,T,ON"""."."".""".".",,,,,,,,,.
FILE NO,"""."""§..~.::"§.~":"~.~..7...."""".".,,,,,,,,..
.GERTRUDE H.WALLACE WASHINGTONWhereas," ";, , , ,late of ,".,, , ,
.in the County of ~~~~.!.~~.!..?.~Commonwealth of Pennsylvania,having died on
the .?~.~;day of ~.~I 19 ~~seized and possessed of an estate
subject toInheritance Tax under the laws of the Commonwealth of Pennsylvania;
Thf I W.R.CHANEY d I 't d d't Iereore,,........................................................................................................................................,an appraIser uy appom e accor 109 0 aw,
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 Purposes
$
JT.HELD PERS.:
Jt.Checking Acct.#217-0679 held in the MELL N
NATIONAL BANK,WASHINGTON OFFICE,WASHINGTON,PA,in
the names of GERTRUDE H.WALLACE or JANE w.McCREIGH .
Opened 10-21-57.Balance as of date of death,$2,3 0.37
One-half taxable 1.160 19
Having been duly sworn 8f~rYfng to law,I do hereby certify that the above appraisement is made in con-
formity with law on this ............,.........,~........".......................day of ........................~.~.l.l:~....................................................................................."......19 ..,..§,9
..."..............................................................................................................................................................
Appraiser
....................................................................................................................................................................
(Number and Street)
·..···....·........·......·,..............·WASHINGTON....",....""..................................,Penna.(Post Olllee)
--------------
WASHINGTON County
C'LE..D!•..--'$
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
'70 11"-'?LJ HUI)t R lH'9nil..46
GERTRUDE H.WALLACE........................................................................................
Deceased.
Late of
WASHINGTON.......................................-....
Date of Death May 7,1969J•••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••
Appraisemel!t Docket Vol.37,.
Page,~.~.+..~.:?No ~}.~.~.~.~.:?.~.?.
Filed in Register's Office,J.."I!.P:.~J.Q 19"§9
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo,l/t Appraisement,.
Appeal f1'om Appraisement,.
Entered and charged,.
RUSSELL l'iARINQ
I1EGiSTER Of WILLS
WASHINGTON GO.,PA.
i
i
•
,
,>.