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HomeMy WebLinkAboutOC1969-0639 - ESTATE OF WILKINSON•I/v ([ammouwralt4 af 'rnn5ylnanta.t :5'5: lIu54ingtan QIaunty,\ KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid o:lthe 24th.day of May A.D.1969 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the Count)=of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of Elizabeth B.Wilkinson IEteof City of Monongahela in the County aforesaid,deceased, (.itrue copy wher~of is to these presents ann'~xed),was duly admitted to probate;and Laura Lee Wilkinson Abelrix, tr.e ExecuOOK in said Will and Testament ncmed,having appeared before me and taken and subscribed th oath·of office prescribed by law; NOW,THEREFORE,I,Russ ell Marino ,Register as aforesaid,do gFant these LETTERS TESTAMENTARY,:.mto the said Laura Lee Wilkinson Abel canmitting unto Her the administration of all and·singular the goods and d.attels,rights and credits,which were of said deceased,and requiring Her t()exhibit a true and perfect inventory therecf into the Register's Office,at Washington,within ninety dEys from the date hereof,and to render a ju~t 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 ClDmmonwealth relating to inheritance taxes. IN TESTIMONY 'WHEREOF,I have hereunto set my hand and the seal of said Office at Washingtm,this 24th. day of May in the year of our Lord one thousand nine hundred and Sixty Nine ~.%~.....~~.............."~'"'''.'''''''''''''''''''''''~'''''''''''''''''''''''''''''. Register •r I --./v !.--"".-' ,. I. ~1Ii,I !~.!WILL OF ELIZABETH B.WILKINSON I,Elizabeth.B.Wilkinson,of t~e City of Monongahela, the premises,do hereby make this my Last Will and Testament, 1\ H:1 I, ,:Washington County ,Pennsylvania,having £".111 legal capacity in !I\. Jl",~j ii hereby revoking and making void any and a:"'l ~.vills by me at any Ii~ timE heretofore made,in manner and form as follows: 1.I direct my Executrix,hereinafte~narn~d,to pay all my just 'debts,funeral expenses,and the costs of the :1 administration of my estate as soon after my decease as may be ! §proper and expedient. 2.All the rest and residue of my estate,both real and ~ersonal,and wheresoever situ~te or fo~nd,of which I may die'3eized or possessed,or to which I may be entitled at the time of my decease,and remaining after th=payment of the 'i"several items set forth in the preceding p3.ragraph hereof,I will, devise,and bequeath unto my daughter,Lau~a Lee Wilkinson Abel, I do hereby nominate,const~tute and appoint my3 . ,~in fee simple and absolutely. II 'I,:; .'daugtter,Laura Lee Wilkinson Abel,to be the Executrix of thisn "my Last Will and Testament;and I do also appoint Joseph L.:: ,Hoffrr:.ann of Monongahela,Pennsylvania,as l.ttorney fOr my Estate.~~ IN WITNESS vVHEREOF,I,Eli zabeth B.Wilkinson,the Testat.rix,have hereunto set my hand and SEal to this my Last 'iWill ~nd Testament,this twenty-first day cf October,in the year .:of our'Lord one thousand nine hundred and sixty-seven. "I,; The foregoing instrument was sign,=d,sealed,published, ackno~ledged and declared by Elizabeth B.Wilkinson,the Testatrix ~'-"""".<C7.~.,-,'._.~--·_:-_~.,_..._c~_·.·· l ••I 0 __---r:,. ~! Jir abo~e named,as and for her Last .Will and Testament,in the presence of us,who,at her request,and in her presence,and in the presence of each other,have hereunto subscribed our names as ~itnesses hereto. :i i 11 Iii'j I:iI11 !f II:tiI:. -fiit,. I j i .'~Iti"/ ~: .j ., I ! ., ! " ~.."---....-1l,,,~".1 - r:;.,.:..-,.~ Affibuuit (@f 1fxrrutnr (@r 1\~ministratnr /. /" t;tatr of Jrttttfiginania.t ss: enlIunty of )lIE afi~ingtnn \ Personally before me,the undersigned authority,a NQt..~.+..Y.r..1Jg.J..i~in and for said County and State,appeared ~g..Y.r.g.M.~.~W.illins.Qn Ab.e.l.,.who,being duly sworn accordbg to law,deposes and says that he is the executor mK~R~~~of the estate of .~.~.*.~~;J?~:;rJt ;J?...!W.;l;I:!KIN.S.QN.6 deceased,that the foregoing schedules constitute a complete invertory and appraisement of the real and personal estate of....E.li,zahe.tb,..:B........W;i..lk.i;ns·Qn, deceased,exce.?t 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 valLe 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 ARI»~~ S .J .'Wl,~\C·b db f h'30 .l~k ~wo,r,n ar;u-,\$¥,vscrz e e ore me t 1S.....•t......~t C2/eL'","~n'()'''.....,,:r-ud:1 ~'~•.day Qt.""."",....JL,........................., os')~r",\"l'".,'.--E t~')t~',..,,,""..-:...~.xecu or-r,,,r.~~.,~,~\~.;.-..'.,.....-1'.'0'~~~L~,~,O?l-S~'~',~~t:y~public ADDITIONAL INSTRUCTIONS \(J X e:(\i (J rit'\'ft.~~~.'b f'l d .h'h h f .fl'1\1.\;J".nn InventJry must e Ie WIt In tree mont sater appoIntment 0 persona representative. 2.A'suppleIllental inventory must be filed within thirty days of discovery of additional assets. 3.1 Origin~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&00,in- .cluding CJpy of Will and copy of Federal Estate Tax Return.loseph L..t1offmaa REFERENCE FOR ADDITIONAL COpy Attol11er at Law P P S .'1 W.Mala StreetActof1947.L.513 Sec.5.2,72 .0 4844.2 .~....liOn 3Jt1Ututnry aub Appraispmput of the goods and chattels,rights and credits which we-e of ;.~I:!~~Aa,t;!.a a \i;il.I.L.K.nilSOl'il Jate of .l'4oJ:longa,h.e.1~~::. W2shington CoJunty,Pa.,taken and made in conformity with the abOiJe affidavit. 'REA.LTY:t-"one ?ERSONALTY:Western Pennsylvania National B.ank, MO:1ongahela,Pa.':Saving§Acct.#35141 We3tern Pennsylvania National Bank,Monongahela,Pa. Checking Acct.#042 350 553 Fi~st Federal Savings and Loan Association of ~onessen,Monongahela #200810 Cash on peirson DOLLARS ° 2 ~.04.9. 468 548 57 CENTS 00 66 54 91 ~60 shares common stock of Mobil Oil Corporation (180 1-o:obil Oil -180 Sacony Vacuum Oil Co.Inc)@ 66.75'24,.03.0 00 52 shqres Common stock of American Telephone 'and ~e]egraph Company @ 57.625.,". 20C shares Common stock of Burroughs Corporation @i 131.75 30 shares common stock of United States Steel Corp. 2,996' 6,350 50 00. @ 47.125 1 L::>t furniture (old and well worn) W~s~Penn Refund B.3,n~·ers Life Refurid Biu:Cross Refund 1,413 75 50 .00.. 96 10 '53 2 ..60 .-~......,........ .'i i\ v',,~,'-~~J'G~~~.w S~: .1.,1{ltJ~"'P.tt'-.~1:0· .. -.~ Oil and Gas Lease on 116 Acres of land situate in Jefferson Township,Greene County,Pennsylvania,dated February 29,1916,and recorded'in the Recorder of Deeds r Office of said County in Deed Book 245,page 563,and upon which is drilled Well No.1266,No.1, Rentals as modified by agreement dated March 6,1939 (Lease No.9115)$37.50 per quarter 100 ..00 Personalty Realty Total Assets Monongahela,Pa. July 30,1969 $58,079.09 0 •.00 .'$5:8,079.09 $58,079 ..09 ." .",' ,1' -,,.,.. ~, ..1.... ,;II' .. CJ ;.t- ."~ 0( \ ~c; ~fS'o 'Vd "03 N01SUlHSVJ\\ Slln~.:10 H31SW3ll GfNrtp;:n 113;S'Sij~ Ij OJ UUL 9llf 69~ I~a 31 ';1 ,. .,, ,. I;'. STATE OF PEN N,iYLVAH lA, WAiHING,TON COUNTY.~55: Tl:le wHhin nc::med Ac,:ountant being duly swornacc6rding to law,deposeS and say S that the above account a;slated is true ard correct as ·~.~~verily believe. .. S.."OIl.n Imd 5ubscribed before me this J~."!::h . day.~f _:~~.=:g.~!:::19..?~-=.. 1 .'~\ ,----t~i&ft-~----:- B::rry E wEgn N, (UoroOngal'eia Washl 't otary Public .M"c'·..ng on Couoty,Pa.•'.'.ommlss,on Expire~ MaY,9,1972 y..'ars·,ingtor County,55: " .. ~~_'::!?n~_;~_4!d; Executrix of the Estate of Elizabeth :B ;--Wilkinson ,deceased I do certify that I have given legal notice 'to all persons concerned of the filing ::>f the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs thereof filed to No b.3:::.10:::LD.fo . Witness my hand and official 'seal thiS y.~_ . day aL---e:m.~-------~-=-1~70 ......L~.~.11~... Register of VYills . .....;-;:;...;:;0 :oj0:....."':::l-0 :.,;0 :;:;OJ . 0 :::r-..cl ...(flIo.....0 otAUjlO 0 Q)~<~.....~~.-iI8't:lOJ "'.............•..:1 rn ~:>..,;~~....rlPil~"'........£oa '"="0 "~.I»=a as;:l·.....Q)~<t:.,;R ',Q \·;:;~~as~8 ~C'l :ff ":::l-·0oj o ell "'":5.,;...~1 ...r):cl =~.,.;.....-.....0 rtJ'~.~:;:l 'bi>~ttl Q)0 Q)S P::.......cl ...~~+'CI=:g~R5 ft.a 't:l :\'.,;a;,o .\<.......'/ RUSSF/.L !,P.I)/,,;,'"-,,j,\1\f-iV REGISTEn OF WILLS WASHINGTON CO..PA. 'i;JO H,~R j!'l£11.1 t.JJ.nn fn ~")dol t~i (J ...o zotilZH~HH:3: .........~ ~·-'7--...~~.tJ~_·_:.J;:-~~'_Ut---.~~--~~.l....~:..:.:..::::"-~_·_""'""'-'·.....~-r_~~~_--:..~~..~_-:-:~,~._~:-;.:..~~.....~,r...: OJ ~• (/) ttlOJ U OJro ~'...~~--;.-~.,......--:'._~.--~,~. ,'. ,. ."".,'" .,r / -- ,"--'''~ ,f c•.:;.. I:' .'. .; .~ -: ..., .I .;~r \'" ""Cf) I~; J! ,."~ The Court is respectfu Ily requested to determine proper distribution in this estate. ,'. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY"PENNSYLVl\NIA ORPH,ANS'COURT DIVISION ;E,S,!:ATE 0F ELIZABETa B~wrL~rNSON, •_.J Deceased (.- FIRST AND FINAL ACCOUNT OF LAURA LEE WILKINSON ABEL,EXECUTRIX OF THE LAST WILL AND TESTAMENT OF EL.I ZABETH B.WILKINSON,DECEASED 'PRINCIPAL PERSONALTY RECEIPTS Letters and short 1968 :t-1ay 24 '!:O amount of Inventory From Income Personalty To amount advanced by legatee to preserve assets in kind DISBURSEMENTS Register of WLlls $58,079,09 927.20 4,709.64.$63,715.93 J1une 2;1 2i 1:' 23 Guy 1\.Rogers Daily Republican WashLngton County Reports Bell Telephone Company L.M.:Frye Cral~'s Flower Shop Rev.Chester Bird Charles Dornan,Jr .. Wes~Penn Power Company :Fred $,Klein,M.D. Belle Telephone Company National Ambulance Service Quinet Monument Company certificate Probate Advertising letters Advertising letters Account v decedent Funeral expenses Account v decedent Honorarium Account v decedent Account v decedent Professional services Final bill Ambulance service Grave marker 21.50 I 1,5.00 12.50 1,4.00 5.17 1,844.00 12.72 25.00 15.00 3.24 25.00 2.82 20.00 110.00 July 29 Commonwealth of Pennsylvania Death Certificate LOO, August 1,9.7 0 Ma,rch 30 30 7 :'5 6 6 6 6 6 Russell Marino,Agent Register of Wills Register of Wills Register of Wills Register of Wills Betty E.Wenzel ~oseph L.Hoffmann Laura Lee Wilkinson Abel Internal Revenue Service Inheritance Tax Short certificates Filing inventory Balance on letters Filing Account Affidavits Attorney and counsel fees Preparation of Federal Estate Tax Return Executor's expenses 1969 Income Tax $2,900.00 4.00 5.00 4.00 18.00 9.00 3,250.00 79.73 429.00 8,825.68 INCOME PERSONALTY 1969 June 1)Mobil Oil Corporation Dividend 198.00 1)United States Steel Corporation Dividend 18.00 July Sept.10 Ie American Telephone and Telegraph Company Burroughs Corporation ,Mobil Oil Corporation U.S.Steel Corporation ?eoples Natural Gas Company Dividend Dividend Dividend Dividend R6yalty: 31.20 30.00 198.00 18.00 37.50 Oct. Dec. 1970 Jan. 1 2,0 1(1 1,Q 1,5 2 American Telephone and Telegraph Co~p~ny Burroughs Corporation 3.S.Steel Corporation ,;'1ob,tl,Oi,l Corporation ?eoples Natural Gas Company American Telephone and ~elegraph Company Dividend Dividend Dividend Di,vidend Royalty Dividend -2- 31.20 30.00 18.00 216.00 37.50 33.80 Jan.20 Burroughs Corporation To Principal Personalty Gross Estate Dividend DISBUR,SEMENTS SUMMARY $59,'006.29 30.,00 $9'27,,'20 927 ',2Q RECEIPTS: PRINCI?AL PERSONALry Inventory and Appraisement From Income Personalty To amount advanced by legatee to preserve assets in kind DISBURSEMENTS: Balance The balance consists of: 360 shares common stock Mobil Oil Corporation ,52 shares common stock American Telephone and Telegraph Compa.ny. 200 shares common stock Burroughs Corporation 30 shares common stock United States Steel Corporation Peoples Natural Gas eompany Oil and Gas Lease 58,079.09 927~20 ',4/709 ~64 26,350.00 1,413.75 100.00 63,715 •.93 8,,825,,68,, $5,4,890,,;25 ........ $54,890,,25 NOTE:Accountant,who is s'oIe legatee,w·ill advance any additional sums necessary to defray costs of audit,etc. THE DAILY,REPUBLICAN N\.ONONGAHELA,PA. PROOF OF PUBLICATION In compliance ","""ith the Newspaper Advertising Act of May 16.1929 P.L.1784.Sec.3. paragraphs (3)and (25), Count}of Washington }ss: State (,f Pennsylvani=l Personally appe:lred before me,a Notary Public in and for said county and state, ..Mr.s..,.A F..De8.arJ.tis...,who,being duly sworn,deposes and says:thaL.she _._is the _..~??~~~.p.~!of The Monongahela Publishing Co.,a Pennsylvania corpora- tion,and its agent in this behalf:that the said company is the publisher of The Daily Repub:ican,publishe::i daily except Saturday and Sunday,having its place of business at Monon.~ahela,Washmgton County,Pennsylvania;that the said Daily Republican was establi..hed in the yEar of 1846;that the printed notice or advertisement,attached hereto is a co-py of a notic=or advertisement,exactly as printed or published,which 'appeared in the said newspap.er in its regular issues on.the following.dates: May 29,June 5 and June 12,1969..---~..__.._-__._---_.._---_._-_._-----------------_-_._----_----__----..__._--_.-.__._------------_.._--_.._..------------------.-._-----__---------- _~EC1Ij,'JUX._J~Qn.QE_:.ESTAT.E.._OF...ELIZ.AB.ETH...B _JiILKI.NSON____ '.hat Ue affiant or rae corporation in behalf of which .._...she........is acting is not inter- oested i.the subject ~natter of said notice or advertising and that all of the allegations of ::his afridavit as to ::~..:~~~..~~- ~worn "0 and sUbs~bed before me thisi~ay of :...--"'"~96 rC,REID DOUGHERTY,Not::ry Public I ~CNONGAHELA,WASH:N::lTON co.,PA\ ....-------:..My Commission expirss July 29,197~ Notar.Publii:o ..""'" I li>2m •v . .Legcll.A~ve(Jisemen': I f;XECUTRIX NOTICE~state of Elizabeth B.WilkinsonjeceBsed,late of Monongahela,'raShington County,Penna.I.Letters Testamentary upon'theaboveestatehavingbeengrantedJotheundersign~d,notice is hereby.19iven to those mdepted thereto to,make immediate .pay~ell~,and tothosehavingclaimsordemandstopresentforsettlement.'Laura Lee Wilkinson AbelE>7ecutrix 314 Haugh DrivePittsburgh,Pa,15237AttorneyJosephL.Hoffmann , .242 West MlIln Street.."Monongahela,Pa.15063May29;..!-une 5"--",12",,-,1;.::.96::::9~.~I Washington,Pennsylvania (PUBIl.ISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In;compliance:with the Newspaper Advertising Act of May 16,1929, P.L.1184 Se::.3,paragraphs (3)and (25). COUNTY OF WASEINGTON}SS. STATE OF P~NSLLVANIA Pa:sonall;r appeared before me,a Notary Public in and for said County and COl!lmomrealth.CHARLES C.KELLER,who,being duly sworn,deposes and say;:that[he is the Editor of the WASHINGTON COUNTY REPORTS, the offi=iaJI lefal pleriodical for said Washington County,published weekly hav.ing:rt:s place of business at Washington,Washington County,Pennsylvania, and is lcting 'IS it~agent in this behalf;that the said WASHINGTON COUN'='Y RE?OR'::'S.was established on March 31,1920,and was designated as the o·Iicial egalpublication for Washington County,Pennsylvania,by order of the several Clurts of said County,dated November 11,1920;that the printed notice ();~advertisement attached hereto is a copy of a notice or advertisement, exactly as prin:ed 0:-published,which appeared in the said legal periodical in its reguIar issu,~s on the following .dates: ..............JlIla~L..2.9..,l9.6.9 . ...............J.!Jn.e ,'?.,.~..l~J...9..9..9.. that the:affiant or Cae corporation in behalf of whioh he is aoting is not interestE:i in tre subieot matter of said notice or advertising and that all of the ::~e'ofOC~thOthnLPre:tJ:;""of tho publio"'o. Sworn b..c:::..~~ Est-"otlces . " W Register of WiHs 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. ••••• • • • • •• •• • ••• WILKINSON,ELIZABETH B.,Dec'd, ·'t..ate·of'Mon·ongahela,Washington .County,Penna.Ex'ecutrix:Laura Lee Wilkinson Abel.314 Haugll Dr.,Pittsburgh,.Pa:15237Attorney:Joseph L.m~mann,242 W.Main St.,Monongahela,Pa.15063 ........lZ.:~y f J.uo.e ,19 9..2 . ...........~~~.({..~ft...~p~ub~·i~_ki..·:·_..~_-"'___ In the matter )f the Audit of Account in I t! .'ELIZABETH B.WILKINSON,Es ,ate of . Deceased ".'.'1 -•.:c~)...:'\ TO TH~AUDI1ING (jUDGE:c I,,,.... ~ NO 6.~.l :Q.f.,1961..,'A.A. ", ..rr:y .Laura Lee Wilkinson Abel,'rEn,er appearance for ,. Executrix..._--____--____-. ~.._.._--_-. N.B.-Counsel shall,by separate paper,present a concise st~tement of each claim,wibh supporting calculation of any interest claimed. Objections to an account as filed,shall be concisely s.:ated in a separate paper.Counsel suggesting proper distribution shall file a separate concise statement in that regard. j,- ,. '. NO Q:t.7.'!~,19~1,A.A. -' In re Audit of Accofrnt in Estate of ELIZABETH B.WILKINSON". Deceased AU DIT 'rarripr fnr ;Appra.rattrr FOR';'" ) .!:'.~~E.~~~.~~.~.±.~~:?~~.~~.e.~.~.L :. Executrix '"-~-'!..............................~..;;:J -c;,.,',. »r11 ::0 ~••~.,. ..............................!Z~;.0..~6 ""-i,-"'..................••::I:-if}=j-(/),,....~z -1~:'""-~n······························G.Y·Tir··~::.:···..········;::,:.;r.!L,. .-i ;;J,r ~.-0 .'t .......:~..~~::T.i . o ~~:::;.:..............:~..=.:.::=. ••'-"rv ~ ""U'"""-:t>.(J)a J;::" Joseph L.Hoffmann Attorney at Law. 142 W.Mai'l Street lIoDODBahem,Pa.15068 Attorney ~'2 ·".." PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY -,IJ_", Testate FOr~) ..---._.------.._----_---__-_.-_.__-.- -~.~--.------. Deceased ~'c-635 OF 19 69No.__________._._,.._A. A. Fiduciary__.~.~:t:'lE~~~_~_.~~.~.~.~.~~.C?n...:~~.~~__ .~~_~g.ld~.:J;".:1~____._..___. ! Dcte of Date of De::edeJ"'lt's ·death:.._~~¥~.!~.~§.~Grant of Letters _~~y.?~.{~.~.~.~_.:_ T/-js lS Me f.J~§.'!:c?:n~..fJn.c?:~~..ai::count filed in thi~estate If there ihave been former accounts filed in this estate,list file number or n·.Jmber and term_~~.~~_..___ Eloctbn to rake Ur:de'01 A£'ainst wi I.<Cross out one) .Date Election Place of; Fi led ...._....cc:':":-':':....._..._....Record __.__.cc~.':':__._...._.: Name 0=surviving spouse.._..l?~.c::.~~.~n..~._~~~~_".~.~_~~~_ . ...___.._.___. Lis~i:osu9,",here rrxlterial:Not rna ter ial Die dece::lert marry after execution of will?(indicate)3(~No.Any children :Jorn a'fter execution of will?(indicate) ~.No.If :::Jnswer yes,name them _ ____.._ _ . Leg.atees LaUJ::'C::.Lee Wilkinson Abel Relationship Daught,er Interest Entire Fiduciary,if deceased or not ·sui juris List,'if exceptions teo above: Nene. Adeemed:Revoked:.Lapsed:Abated:_._.-..Give.Cause: If p'Jrtal in~stacy,;:Jive facts:No partial intestacy Noti':e to interested J:orties.Have all parties,having either vested or conting:::-nt interests and all crediors entitled to notic·e (Coll:lrt Rule No.9 paragraph C:Section 6:Subdivision c)received writ:en notice of the filing of the account and :>f :01 of audit?Yes.*kIx If a~y excep-ion give cause:::'.'::. File c01=Y d l\!otice and da~e ;)f :nailing._.~~~9.~~~~~~...~p....~.C?~.~..p..~P._.~!.~~J.~?;X ...~B§.~??.~~.~~~.g~.~~.~.~...WJJJ...~!.l:g...~~.i?.-actual knowledge of filing account an.).'this audit·.._..-. Is estate subject to the fil~ng of a Federal Estate Tax Return?.JNJ·.~g ::c.QP.Y QJ.:.1.o.§f.:l:J.~.g :. Actual payment made on Pennsylvania Transfer Inheritanc'e Tax.Amount $...~.o.'??•..Q.~..:::...o.tl?~~·Q.Un..t.$.:J..5.~.~63 . -.Cash payment -$2900~00 If the Will makes any portion of estate subject to a life-estate,gi~e name and birth d~te of life tenant :::::::. Give Names and addresses of all unpaid creditors who are legally entitled to notice,togethe~with the amounts of such;'claims;state whether they are admitted to be correct;and whether the claim is denied. All creditors of whom the accountant has knowledge or notice have been paid in full.. . Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: Advancement for costs of transfer tax sitamps on-stocks Total additional debits (Add) Itemize any additional credits not shown by account: Transfer taxes'on stocks advanced by legatee _$~..s.4~(.a9'O'..;2.5 . - $...~.~.~.45................_-. Total additional credits (Subtract) Balance for distribution 13.45$. :~.~: $..~.1~~.~g..~.~.?. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); 360 shares cornmon stock Mobil Oil Corpora'tion 52 shares cornmon stock American Telephone and Telegraph Co. 200 shares cornmon stock Burroughs Corporation . 30 shares cornmon·stock United S.tate!s·SteeL Corporation'.--.... Peoples Natural Ga$Company -Oil and Gas Lease Total NOTE:Accountant will advance any additional sums necessary to pay-any additional charges -Accountant is $ole beneficiary• .~, ~. $24,030.00' 2,996.50 26,350.00- -:'1,413.75 100.00 ~$.:54,890.25 f Fami~y ,:xempti0n claim:d by Petition,giye place of Record:::'.~.::'- f Fcmily Exemption is claimed at audit,give name,r~lationship and basis for Claim:_ F3.mily Exemption not claimed lLi;t ·Jny advancem:lnt or cistribution on account that has been mode,and nature and amount of same: None Residuum S'.JggEsted c istributi.)n of be lance shown,both as to principal and income,attaching signed and itemized elections t()take en kind if b:Jlance·i;not in cosh:residuary shares being stated in proportions: Laure:.,Lee Wilkinson Abel - !,. .'~. COIJ'-JTY OF WASHINGTOI\."SS: CO..lMOt\MIEALTH OF PENNSYLVANIA. The :Jbove named Ficuciary or representative thereof, beir£d.Jly ~~m doth depose and say thai ihe'fa:ts 3et forth in the bregoing petition are true to the rest oL ~~~.__knowledge and belief. ".'"~.P-:_ _;·o and subscribed before me FhiS._...2_~~day «>f May~19.1.Q.. S;gno -un cf Offke'ffdi<k._/!~~_ Title)f OFicer Ilt~ta~r.:..l?ub~i.C . '1E-TY E.WB\!ZEL,Notary Public Office expires_~!!E.IlHll.t.r!J.,••~:;hiJllltOJl.GQunty,.P.(!•••••••••••••• .My Comnission Expjr~~, ,Ma!9,1972 ~ And your petitioner will ever pray,etc. ~/Jl;d~.~~d/d~et:rthe···E·~·t~~..te···o·i·····················. Elizabeth B~Wilkinson,deceased '!'~..!!!'••••'!'!'!'••'!''!',.•••••• 'Vd "'00 N01~NIHS'tM 511111\.:W }J31SIE>3tJ ONlt1v1r~~ll3'SSn~ '0 " :.~ :! --; No..'..?~::..?~.~.... ..__.A.A. Estate of.....ELIZABE~.H,.a+;..WI.LK..INSON \ Ji Deceased Fiduciary..~~;~~E_~~._~~.~..~~~_~~E:~~_~__ APel,Executrix 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:po rag raph b-c;and divisio'ns thereof:shown on pages 23-24.' 1.Written praecipes of all Counsel in the case. 2.,~_&f...-el'Qe""~~R~61'dicn-.'Od,' 1#~,..~~j,nQQt. ··3.~'"or"6rder"OPp1:5t~"rrU1;Tee-:aa' u.t~i.t~i:.t~Qt. 4.~Qof4..oa~~..o6Ie¥e. 5.Letters Testamentary or:Administration i C.T.A.or an attest copy of WiII.' 6.Copy of inventory and appraisement.. 7.Proof of advertisement of grant of letters if not .filed with account:.,Filed .~':'; . ..8.Ce.i:t.ii~ta..Qt....I.i.8R6--+A--.€~-e~oM--the.,v\ f\.l~";~~~9utieA-ere"'p,efYl 'i'j'tidrei'OH ('I tiQ.la~",8Gl~~*'" 9.Signed.and itemized elections if any distribution in kind. 10.Copy of Federal Estat,e Tax return.if es- tate is sybject thereto.,". " . .loseph L.HoffmaJia ..i Attorney at Law ! 142 W.Maia Street .'.' ......._:..:~!~~~_~~~!_'!.~!~..~.O.O••, --."., Attorney ~2 ,, :'1" 1',,:' .~~ ,.:,;'. "2'1 ~Id 21 rlnr~OL ~I:"> I to},"'1.,••"i J ;11"1 "'\i4,,~U .Qt l' ~'..' In t4r atnurt nf atnmmnn 'lrns nf lIusl1iugtnn atnunty, Jruusylnnnin,(@rp!1ans'atnurt mitrisinn J ESTATE OF Elizabeth B.Wilkinson, Deceased. N 63-69-639o.,__~~~~~_ In the matter of the First and Final Account of Laura Lee Wilkinson Abel, Executrix ADJUDICATION AND DECREE And·now June Z,,19~,this matter come on f~r heari.n9, cudit and distribution at this session and testimony token;and thereupon,up~n due con,slderotlon ~~rf!0f.theb,alance for distribution in the hands ~f the Ac.countant.IS d~tern:,~ed to be $D'±,t3'dO.~3 'and the account IS accordingly confirmed,and It IS ordered, cdjudged and decreed that the said balance be.paid out by the Accountant in ac.cordance with .the s::hedule of distribution hereto attached and made a part hereof,unless exceptions hereto be flied sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRiBUTION Balance per account _ Allditional debit asked at audit Additional credit asked at audit Balance'_ Deduct Clerk's Costs &Receipts _ At'torney·~J~o:!::::s~e:..t::p~h:...L~.....,.;H~of~f~m~a=::.n~n~_ Russell Marino,Clerk O.C.,costs in certifying Lease to Recorder of Greene County and costs recording same, Rl..:..ssell Marino,Agent,transfer inheritance tax, including tax due on individual liability, $54,890.25 13.45 $54,903.70 13.45 $54,890.25 55.00 12.00 288.74 Ccntribution to maintain assets of estate in kind,355.74 $54,890.25 Laura Lee 'Wilkinson Abel,daughter,residue,including 36,)shares common stock of Mobil Oil Corp;52 shares co:nmon steck American Telephone and Telegraph Co; 201)shares ·zommon stock of Burroughs Corp.;30 shares U.S.Steel Corp.common stock;Oil and gas lease on lar.d.inGreene County,Pennsylvania;held in kind and dh::tributed as such at the appraised value,per election filed;subject to contingent Federal Taxes,54890.25 ,.No balance 0 ~~ ...z ~ ::s S "-+?:s- Y"'.a;-t:(l) ~ ::s 3 0 .... \, 0 0 .-0. ......~ M (l) tz: .. 0 t ........ S· -+:s- ::: (l) II tz:g, V "~~::l~.,j t ~J J.•J. '\') L.....,J( J •J _'-',J k •' j - .J •..JU .xL ( J ( j ~.J . J .J -. REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF GREE PENNSY:="'VANIA,BY THE CLERK OF THE ORPHANS' WASHINGTON COUNTY,PENNSYLVA IA COUNTY, Elizabeth B.Wilkinson,devisor,to Laura Lee Wilkinso Abel,de isee of all :he right,title and interest of the devisor in and to oil an gas leas described as :'ollows: Oil and Gas Lease dated February 29,1916 held by eoples Hatural Gq.s Company upon lands situate in Jefferson To ship,Gr ene County, Pennsylvsnia,bounded on the North by Ten Mile Creek;by lands of L N.Wiliis;on the South by lands of Wm.Ankrom,et a;on the est by lands d Jacob Sproat;containing 106 Acres,and recorded in s id Count in Deed Book \-01.245,page 563,and upon which is drilled Well No.1;and reference is made tc Agreement between George H.Wilkinson,et .,and P oples Natural Gas Comp3.ny,dated March 6,1939,Lease No.9115,wh reby ren als are r:=duced to $37.50 per quarter.The said George H.Wilk nson died testate and by his Last Will and Testament duly probated and of reco d in the ffice of the Register o[Wills of Washington County,Pennsylvania,b queathed 11 of his estate to h!s wife,Elizabeth B.Wilkinson,who having di d on May 8,1969, tEState,bequeathed all her estate to her daughter, Assignee hereinabove named. CERTIFIED TO GREENE COUNTY,PA-Recor er'of Dads, Waynesburg,Pa.,JUN 9,197 • 0 ~-...:::s Z >-~n -+? 0 :r t:Y',0 c (l) v-t.'--(t ,.~3 T ,"i 0 0 0--...~ T (l) l •.~ ., i 0- .,.,-+ T :r :: (l) ~I~_C C .... S _~J ~~~ . ~ J- -,~ ....c J _ __l -j J ".''j ?.............. ·2~J ') /t3 T t N J __ J ....J...\' j .,r "~•--II J .\ ')J !I <l. ~! ~I '"i ./I .....", • ESTATE Of ELIZABETH B.WILKINSON, Deceased ELECTION TO TAKE AWARD IN K.;i;ND A.D 'Vd ..O·~NOJ:J N!HS'if III SllUA.:10 ~3.l.SID3U ON!tJV!'1 f:3SSnu It 0,;=r.:~l'··r ..1.\...~:1,1 Jt-..J'\ ~ " JOSEPH L.HoFFMANN ATTORNEY AT LA.-w 242 WEST MA.:tN STREET MONONGAHELA,PENNSYLVANIA 15063 jl'~2i lid (.Nnr OL IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF ELIZABETH B.WILKINSON, Deceased SUR AUDIT:First and Final AcC:oune~;bf.·Laura tee :.'.If." Wilkinson Abel,Execut~~x~~f the Estate of Elizabeth S.Wilkinson,deceased ELECTION TO TAKE PERSONAL PROPERTY IN KIND .'~'" To the Honorable P.V.Marino,President Judge of said Court: I,Laura Lee Wilkinson Abel,the sale legatee and devisee in the Last will and Testament of Elizabeth B.Wilkinson, deceased,do hereby elect to take in kind the following described personal property and do respectfully request that the Court distribute the same to me on account of my distributive share in the above entitled estate,viz: 360 shares common stock Mobil Oil Corp.$24,030.00 52 shares common stock American Telephone and Telegraph Co.2,996.50 200 shares common stock Burroughs Corp.26,350.00 30 shares common stock U.S.Steel Corp.1,413.75 Total $54,790.25 1970. Witness: WITNESS my hand this ,101.day of April,A.D. ~k...2tA.~:.-~AL) 'Laura Lee Wilkinson Abel ·, 0 .• IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS!\COU:RT DIVISION ESTATE OF ELIZABETH B.WILKINSON, Deceased SUR AUDIT:First and Final Accouht of Laura Lee Wilkinson Abel,Executrix of the Estate of Elizabeth B.Wilkinson,deceased ELECTION TO TAKE AWARD IN KIND To the Honorable P.V.Marino~President Judge of said Court: I,Laura Lee Wilkinson Abel,the sole beneficiary under the W~ll of Elizabeth B.Wilkinson,deceased,do hereby respect- fUlly request the Court to award the following described Oil and Gas Lease to me in kind,and further to certify said award of personal property to me to the Recorder of Deeds of Greene County Pennsylvania,in order that a proper record of the ownership of said lease may be made a matter of record,viz: Oil and Gas Lease,dated February 29,1916,now held py ?eoples Natural Gas Company and George H.Wilkinson on land situate in Jefferson Township,Greene County,Pennsylvania, bounded on the North by Ten Mile Creek;on the East by lands of I~N~Willis;on the South by lands of Wm.Ankrom,et al.;on the West by lands of Jacob Sproat;and containing 106 acres;and as recorded in the Recorder's Office of said Greene County in Deed Book Vol.245,page 563;and upon which is drilled Well No.1266, No.1.See also Deed Book Vol.330,page 150 in said County. Said lease was modified by Agreement dated March 6,1939,Lease No.9115,whereby rentals were reduced to $37.50 per quarter. -:.I .The said George H.Wilkinson died testate and by his Last Will and Testamentdu1y probated in Washington County,Pennsylvania, bequeathed the same to his wife,Elizabeth B.Wilkinson. WITNESS my hand this J~f~day of April,1970. ~kJ}~aMSEA) Laura Lee Wilkinson Abel Witness: IN THE ORPHAN'S COURT OF WASHINGTON COUNTY,PENNSYLVANIA ESTATE OF 3LIZABETH B.WILKINSON........................................:.f .. deceased..............-__. No ~.~:::~.~.:.§.~.~.of19..tQ.A.A .. DISTRIBUTION RECEIPT '.( The undersigned,hereby acknowledges to have this day received of .~gJ~t.~Jg.e.~W:..l.:kin.so.n ..Abel.,.Exe.c:u.t:r:ixf .. ($54,890.25) tile Slml ol ~.t~t:y::-:~g.~.+.~h9.~R.~X~g ;J;;tght R.lJng;t;:~~t..~.i.!;l~ty ~~.5i..:),.Q9 DOLLARS, h full payment fond satisfaction of the amount awarded to me by the said Orphan's Court in its Decree ard Schedule of Distribution filed to the above number and iIi consideration thereof,the under- signed!her3by releases and discharges the said fiduciary from any further liability on account of the same~ Witne~s my band and seal this ~day of ~.~n.~.!19}Q.~ Attest: ............_-..................•......~. ~ev Adjudic~tion and Decree ~.~...4!4s~.,). Laura Lee Wilkinson,~l:1~:I:- 63-69-639 No of 19 7..0 ,:::A.A. ................................ ESTATE OF ELIZABETH B.WJ:LKI'NSON...........,1 .. Deceased DISTRIBUTION RECEIPT 'Lfl .::3'" t~ !.) I. t.~,;, ...o U,J' ..\....-;;....o~ ~~~ ~l_~~'C:.O r-.J-:c:0- 0' --...-==='-:> c::::>r--... otn-4 ......-JO-.o-.-J •C?-;:o ..~.~0 ~~Zo._C'.::r- ..-l u.J <:~ ·".i r-;i:C)(.f):;:: (.t)-..1-::::;>c.:;(j) 0:::uJ·04c';~ " ...0 5 E P H L.HOI'"1'";1'01'ANN ATTO R N EY-AT-LAW242~n w.MAIN STREET MONONGAHELA.PENN~ .- "'.,I.. ".. Form RCC-33 RESmENT DECEDENT " COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF n~RTA.'ljT:Thi~return mus t be completed in detail and filed in duplicate,with will attached,with the'-Regis~eP of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of the.Irl)~rit!lnce..an~.E.!!t!ite .Ta?C A,ct of 1991.) IN rHE MNrTER OF THE.ESTATE OF ' }.AFFIDAVIT OF ELIZAB3.TH B..•..i·s~tlf:~~S~~~.:;:~;~t·)··..............................EXECUWXrix LatE of MQD.P.p,.g9.:~19.:.I.W..g,.$h.i.ng.t..Qn County XBMlNI~K State of _.P.E~NS.YL.VAN.IA _:} Cooaty of .....WAStl.;J;;,NG..T.'ON...................................................ss: ..L.a.:u..r.a.L.e.e Wi.lk.in.s.on Abe.l.,... ~~Hl.:iP.X of the estate of the above-named decedent being dU!y sworn,depose S and safiS ..Executor Dece:lent .d ed May _8... (Month) rame and aderess of attorney or} other actho·ized representative to whom all c~respondence should be mailec. ...........,19.....6.9........f testate leaving a last will,copy of which is hereto attached.} (Il1ly)(Y""r)Lintestate ..J o.S e.ph L Hof.fmann.,Atto.rney at Law..., 242 West Main Street,Monongahela,'Pa;15-0·6-3 · · · ·..·.. That as 3Uch ....~x.e.c:u:t.r:ix .......:......deponent is familiar with the affairs of said estate and the property con- (I':xecutor-AdminiRtrator) stitlting :he :lSsets there~f .and their fair market value. That.at tje time-of death there was no safe de{losit bux registered in decedent's individual name,or jointly witt,Or ~s aient or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME ANi)AD.RESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT :N WHICH DECEDENT ~ENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT· -We;:;tern Penns:,Jlvania N...a.t..i-e.n.a.l-B.ank..,Rlizabetb B.W-il'1r-i ....c::!I"\.... 4th ana MainSts MononN=lb~l=:>D=:>nlfreda E -D..un.c=:>....1\T{0"';0, •J T·aljra 'Wtl ki...."'I"\....nno 'n ~'"Tlee ,..... •J That the ~ontents of said safe deposit box or boxes are itemized under Schedules B of this--=--return,Nith the exception of the following,for the reasons hereinafter set forth: TJ-.at Schrdule A attached l1ereto and made part hereof sets forth full v and in"detail all the real pro?er~in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It als:J set;forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount ~till d.e 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 par~els,the esti.mated market value thereof as of date of death of decedent. Th3.t Scheiule 8 attached hereto and made part hereof sets forth fully and in detail all personal p rO'Jerty wheresover situated owned by the decedent at the time of death;all moneys left by the.decedent at the time )f dea~"whether in decedent's immediate possession,standing to decedent's credit in banks of ~eposit,;avings banks,trust companies,or other institutions,whether indiVidually,or in trust for',-any other pe-son or persons giving also separately the accrued interest thereon,if any,down to the last........."int~rest day prior to decedent's dea.th in the case of savings banks;and to the date of decedent's death in 3.11 o~her cases;all bonds,postal savings,treasury cert;Lficates or notes and other evidence of in- deb;;edne:os at'the t::nited States to the decedent;all obligations,'whether by·.~tatl.!te or~agreement they are desi~nat~d as tRx free,of the United States,or any state,or political subdivision thereo~or of Any forei~country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tur...s,lJ_oks works of art,household furniture,horses,carriages,automobiles,boats,and any and all other persom..l chat~els of whatsoever kind or nature,left by decedent,together.with the fairly estimated market valne thereor';all bonds and mortga.!!es held by decedent and of all claimS due and owing decedent at ~he time of cleat"and all promissory notes or other instruments in writing for the payment of money of "'''lch rlec~dent rtied possessed,of whatsoever nature,with interest thereon,if any,giving the face valllle /lnr.es~imaterl fair market value thereof,and if such estimated fair market value be less than the face valLe,:.t sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to ~he e~tate from Life insnrance polictes carried by decedent;all annuity and endowment contracts the proceeds of ~hich were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon .md unp'lid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and ot.er investment securities owned by the decedent ~t the time of death,with the market valLe thereo:t at such time. ..,J/f;:-SubscrIbed and sworn to before me thIS .. "..' 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 pusiness as may be pertinent to a fai'r and just appraisal of the decedent'\s interest therein must be submitted.,It should also set forth in itemized form,together Witt):the;f~ir'm~'rket 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 de~edent's death,or intended to t~ke 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 transfe~ee 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 att~ched to the schedule a co~y 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 ~ddresses 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 alsocontai~s a statement showing which of the beneficiaries named in the decedent's will,if ~ny,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 anotner or others,including intangible,standing in the name of the de~edent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exempti~n,where applicable;costs of administration of this estate;counsel fees and fudiciary's 'commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims oWing and lmpaid at time ~f...death;taxes accrued charge.able for period prior to decedent's death.(except.those.allowed under Section 651 of the Inheritance and Estate Tax Act);.together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,. have been carried forward and properly registered in the Summary. ·~L-~-~~(E:recutor-~~~~ ...3.1.4 Hau(~;>~r.~i:~~;;:T · ·..···..·.._······.._·.. ~~~~:i¥~WESTHEAD III,Notary ~ublic .MY COMMISSION EXPIRES /~..P-i.t:t$t~r~hT~;:·;;Z ..~t~?..· ··.. f '~OVSMBER 6,1<)1'1/11 bl kith ffid it d h dIe dNOTE:Before signing a fidaV'i't mllKe--sur~-"R:an spaces n e a av an sc e u es ann xe 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 ~elating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-':4 (1-64'•. COMt..ONWE-ALni OF PB-lNSYLVANIA l:?EP.t.RTMENT OF'REVENUE BUREA"J OF COU~HY COLLECTl.ONSTRAI-S~ER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE uA" ·REAL PROPERTY Real property inl Pennsylvania,with statement of mortgage encumbrances:upon each parcel at death of dece- dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property held by thede.cedent·as tenant in common with another or others,should .be identHied as to quantum of interest and the estimated vclue should be that of the decedent's interest only. The real pro~erty located n the Commo['lwealth of Pennsylvania should be (1)(2)(3\/descrDlec!by'lot lind block number,~treet and street number,together wi th DEPARTMENTageneralde:ocription of t!-oe property,with a reference to the record of the ASSESSED VAUJE VALUATION conve"'ance loy which the cecedent took title;If a farm state number of a·FOR YEAR 0:ESTIMATED CAUTIONcres;..Iso st~temen.t·of mO<.'tgage encum~rances upon each parcel at death DECEDENT'~MARKET VALUE (Do not writeofdec:=dent.Taxes,assecosments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed c·n Schedule":"and must not be deducted from this schedule. None 0.00 . . ..... Insert f1is total opposite "real pro'perty",Schedule uA"in the 'X XXXX "As Reporte~"column (·n the lost poge of this return..-0.'.00.: (OMMO~WE_~TH OF PENNSYLVANIA TRANSFER INHER::ITANCE TAX ~ RESID3NT DECED3NT SCHEDULE "n" PERSONAL PROPERTY INSTRu~TICNS: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 b~listed urrder Schedule "E".Intarigible personal property,titled in the name of the decedent,but p~yabl3 at death ·to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive t~ust 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 geods,and furnisJings,books,paintings,automobiles,boats,etc.) lntangible personal property,such as bonds,treasury certificates,cash on hand and in bank,•s~ocks,'mo~tgages_notes,together with accrued interest or dividends,salaries or wages,insurance pay- a~le to th3 estate or fiduciary in said capacity,partnership interests,interest in any undistributed e&tate of er incone from any property held in trust under the will or agreement of another,even though locatec ou~side.or the State,at the time of death,should be listed in this schedule. Item. No. ITEM , List and describe..:fully UNIT VALUE ESTIMATED MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) 1 2 3 West;rn Pennsylvania ~ational '1-- Bank.Mon~ngahela,Pa.Savings Account #351~1 .. We:stern p03nnsylvania National Bank, Ctecking Account 042 350 553 First Federal Savings and Loan AssociatioI of M~nessen,Monongahela,Pa.200810 tK/J-:J $2049.64 Dk/T~ 468.66 0/0; 548.54 52 shares com.stock American Telephone'&/Te~egraph Company 201)shares com.stock Burroughs Corporatic n ....3J..-75 Cash on person 57.91~iJ /~'"...~~ 66.7~24030.OO,//'~_O -1/ 57 • 6~5 2996 ..50 OJ "'" /;'::;:1..;). 26350 •.00 .~~.-/. 1413.75 .~~ com.stock of Mobil Oil Corp. Oil -180 Sacony Vacuum Oil 30 sh~res com.sto~k U.S.Steel Corp. 360 shares (180 .Mobil Co.,Inc.) 7 4 5 6 8 9 1 Lot j·'\;lr-nitp.::t::~(old and well worn)50 ..00. 10 West ?enn ~efund .96 11 Bar.ke=s Life refund 12 Bl~e Cross refund 2.60 13 I Gas Lease.-Oil ~nd Gas Lease on ll~acre~ 'of land s1tuate 1n Jefferson Townsh1p, Gree~e County,Pennsylvania,dated Feb. 29,lS16,and recorded in the Recorder of Deeds·Off~ce of said county in D.B.245, page ~63,and upon which is drilled Well No.1~66,~o.1,Rental as mo~ified by Agr:eIt.ent C:ated March 6,1939,(Lease No. 9115),$37.50 per quarter Insert ~his total oppos~te "Personal Property",Schedule "B"in the "As Reported~column on the last page of this return. x X 58,079.09 RCC-3E: CO\DlO\"\i7.,"LTIl Ol."PF:-.'NSYLVANIA Tl:"\N~l'l~:n INHElUTANCE Tj\X l"U:SlnE\'T Dl<:CEDE~T SCHEDUL.E "c" T!.U~SFE!lS (1)Dirt rte~edent,within two years of death,make any transfer of any mat'~rial part of his estate,without rec-:!iv ~ng a valuable and adequate consideration therefor?(Answer Y8S or no)no (2)Did rtecedent,within two years of death,transfer property from himself to himself and another or oth-:!rs (including a spouse)in joint ownership?(Answer yes or no)_Du.J,O.J-__ (3'If ~he answer to (1).or (2)above is in the affirmative state: (a)Age 'of decedent at time of transfer _-_-_-_ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4:Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate coneideration therefor which was to take effect in possession or enjcyment at or after his death? (Anewet yes or nO)_~nAO~_ (a)Was there any possibility that the property transferred Dight return to transferer or his estate or be subject to his power of disposition?(Ans~r yes or no)__=-,=:,- ib)What was the transferee's age at time of decedent's death~_ (5)Did decedent in his lifetime make any transfer without receiving a vaUuable and adequate consideration theMlfor 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 rtesignate the persons who shall possess or e~joy the property transferred or income therefrom?(Answer yes or no)no (6)If t:le OI.nswer to (5)(b)above is in the affirmative,state whether th-:!right was reserved in decedent alon-:!0:-others -----------------:-------- (7)Did .:lecedent in his 1ifetime make a transfer,the consideration for which was transferee's promise to pay ~nc~me to or for the benefit of care of transferor?(Answer yes or no)_ (8)Did .ec.,dent,at any time,transfer property,the beneficial enjoymen-:.of which was subject to change, because of a reserverl power to alter,amend,or revoke,or which c01\lc revert to decedent under terms of tranefer or by operation of law?(Answer yes or nO)_~D~O~__ (9)If the e.nswer to (8)above is in the ~ffirmative,was the power to a11.er,amend,or revoke the hlter- est cf the beneficiary reserved in the decedent alone or the decedent and others? (Ans.,.-er yes or no)~_ NOn 1:Th-:!answers to these questions should be supporterl by affidavi1.by the attemUng physician as weI:"as E.cc:PY of the death certificate. NOT];2:If ans~er to any of the above questions is yes,set forth belo\"a description of the prcperty tra:J.sferred,it's fair market value at date of death,dates of transfers and to whom transferred,with rel;,.tionehir of transferees to rlecedent,if any.Submit copy of any trust deed or instrument,if tr,ms- 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. ITEr.: None: DESCRIPTION MARIill r VALUE (Estlmated) J~'OO DEPT.VALUATION (Dept.'Only) Insert tills tnt.".]o"f'oslte "Transfers",Schedule "C"in the "As R€jported"::oJunrrJ on the last page of thls return.0 ..00 RCC-38 .c.a~MONW~i\LTH OF ~'ENNSYLl'!\NIA • Tn;\r~FE1 INHERITANCE TAX RE~IDENT DECEDEN~ SCHEDULE "E" JOINTLY OWNED PROPERTY Hi::=TRrCTIOt;s:This schedule mus t disclose all property,real and personal,owned by the decedent jointly with ancther or ot.ers,including intangibles,standing in the name of the decedent and others.List real est~te first,~s 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 :lUt of state recJ..estate value in estate valuation column.Personal property should be listed as in Schedule "Bn,plus date of acquisition,and the name,address and relationship (if any)of co-~wn~rs to the-dece·:Ient. Des::ript ion of Prop~rty,Date of Acquisition,Name Iunit' Address .md RelatiO:.•ship of Co-Owners,and Place Value )f Reo:ord of Ins::.rument,where Real Estate.I . percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 1 'United Stat=s Savings Bond,$25.00 Series E,d~ted Sept.1,1949, issued in names of Elizabeth B. Wilkinson 0=Laura Lee Wilkinson ~e](mothe=and daughter)35.91 50% 5.$1000.00 Un.:..ted States Savings 30nds Series E,dated Sept.1, L94~,issued in names of Elizabetrr 3.Wilkinso~or Laura Lee Wilkinson Abel (mother and daughter)@ 1439.40 7 ...97.0)50% 17.96 ~(~. 3598.50 )G ---------------.-..-----------L.-----'-----........--,.----t--------+-----_ Inse:-t this total opposite "Jointly Owned Property",Schedule liE"I in t~.e "As Report.ed"column on the last page of this return.$3616.46L..".=;....---.J. ~CC-3'"(1,,-63) CtHDil):,\\\,EA\.J111 OF n:;,\:,\SYYl.:\NIA TRAN5Fh:R !!\lItHITA!\<':E TAX RESIDEI\'fT [II:X~:DE!\T SCHEDULE "D" BENEFICIARIES \ h BENE:FI'::;IA~C(lES AN::>ADDRESSES RELATIONSHIP SURVIVED(If step-children or :DATE INTEREST OFState:ulJ rame:::and ac.dresses of all who illegitimate children DECEDENT OF BENEFICIARY .ne an interest,'Vested,contingent or other-are involved,set STATE YES IN ESTATE wi:>e,in Estate)forth this fact.)OR NO 3IRTH LauIa Lee iJi1kinson Abel Dauqhter vel=:lSi]i ;llric:;:H'n of-+.....0-314 Hc.uah :::>ri VA Pirrl=:hllTnh .... Pa.15~~3~ ~ ~31 .~:=~~~ ;:4 Q t:{!; ;e,ltf4 to.,~.~ Stl!t'i I'll';!.'!!t'ii ..- Deponen-:f".lrllher says tllat all the above-named beneficiaries are living at thjs time except below:none NAME DATE OF DEATH RESIDENCE . .REPORT AND APPRAISAL :\IATTER OF THE APPRAISEMENT ......~~.I.,z.;Al3E.:';I;'~..:s..,...WJ;~~p~~()N Deceased OF THE (Executor-Administrator must complete "As Reported"column #1.) II a ."''"d~...Y ...(l)(l) Sl 0 §;;l e.Vl .1-'.Vl 0::s ......::3 '"d:j.rt~e.ox~.Vl '0~"-"'"d (l)0-.""......~..g ~o (l) trl ~~~;:.t '<~(1) CD P. '0 11o'0 (1) ~~ en C~ ~>(j)---~o W W W.:;::r ?"'?"'?"' r5 tl'3 >t:lj ::: Year . P.if THE t No. ESTATE OF Late of MonQ.ngaQe.l..a . Commonwealth.of Pennsylvania County of ...Washinc;Jt.9.Il... Will Administration -GI9 ~-00 -GI9 -GI9 -GI9 P\VI >~W liD Vl........ .p"""b ~---~.....-i...J :'0-U1 CrI 0 \0 :00- ~~.:,;:.""'l VI .t:>.0 0 :0 2" lJl 0'\0 liD ~o 2 •-GI9 -GI9 -00 -GI9 -€P.-GI9 '-"Ir.Koffmazua Attome7 al Law ...Y.JrIaID Street ,~Pa.1G063 ":~~: :~~::""",::~~: :.~~:~~: .~. ~ :0 i~: :Q'<:~ >;r. tJ 1':---2'l'-.J3- ~r.c.. ... I .~ _r 'f RC':--SI (2-64) COMMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT LAURA LEE WILKINSON AVEL (Executor~' IN YOUR REPLY PLEAliIE REFER TO 37-224-5 In Re:Esta te of -'E~L::.:IZABE~==TH~.:::S.:..--,W:.:.;ILK=~IN=OO=N~_ _____W.:.:;A~S~H~I~N.:::..GTO=N=___County - F He No.63-69-639 You are hereby notified that the orisina1 ~Pf~aisem~nt in the estate of Elizabeth B.Wilkinson ~a~been filed in the office of the Register of Wills qf Washington ':OOlty on August 18 ,1922...Said appraisement reflects"'the .fol:'owing valuations: RealEstate _--'----::-::--==:-=-~,__- Personal Property ~5~8L'O~7~9~.O~9~--- Jt.He1d~,::..-__,.:!_3~,.:;:61=.:6;,::•..::;t4,;:;.6__ Total ..,...-_~61~.L::6:..l:9.L5~.5"",,5,--_ As to such tax that is paid within three months ,from date of ~eath,a ~ive (5%)percent discount is allowable.As to any tax that r-em:llins urpaid after one year from date of death,intere-st at the"'rate cf six (6~)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appesl therefrom as provided by law. I ])ate ....:A~u::l:gu=s:..=t_1=8::::.Jz.-=1::..!9:..=6~9 _ mlTE-0F DE.!TH :May 8,1969 Hot:!:This is not a bill. '"Ret-ss ~66) COMMO-lWEALTH OF PENNS"t'LVANIA . TRANSFER INHERITANCE TAX RESIDENT DE':EDEI-lT ," SUMMARY Estate of WILIHNSON.d (Last Name) .ELIZABETH (First Name) B. (Initial) DATE OF DEATH 5-8-69 FILE NO.63-69-639 REPORT OF INHERITANCE TAX APPRAISER I,the u:ldersigned wly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsytvania.do respectfully report that I have appraised the'real and personal property as reported in the foregoing return at the valwes sel forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". 08-18-69 05-08-69 Dated:____..=:...=--==-.=L__~__ REPORT OF THE REGISTER OF WILLS I.the undersigned wly elected Register of Wills in and for County,Pennsylvania,do respect- fully re~ort 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 58.079 09 3.01])40 61,695 55 58.079 09 '-~.616 L.6 61,695 55 INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real PlOpertj;"(Schedule It)$$$-+-__ Personal Property (Schedlde B) Transfers (Schedule C) Joint-Held ~operty (Sched~)----- TOTAL GI.088 ASSEtS Less Debts and Deductions (SCHED.ULE F) CLEAR VALUE OF ESTATE Valuatbn of life estates or -t=. COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on -.$-j__2% Tax on:$~ Tax on;$5% Tu~.$10% Tu~.$1~ ~~pti~s * Total·Estate -I-__ TOTAL TAX $--------+--- $--------+--- $--------+--- $-------+--- $---------4-- $l..-_ .(*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue•. ·Less tax previously paid BALANCE Less 5%of tax if paid wiflin 3 months afte:death BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 60f0.from_____to $------ AMOUl'i'T OF :ESTATE Tft.X ASSESSED $~L-- Estate tax paid $-Jl- BALANCE DUE $----11_ Add interest at rate of 6%,from t= ------It,O-----$---------1 TOTAL TAX BALANCE $------j PAID $-1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequen1 adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same:should be n)ted below,with short explanation. ..(:..~>.x.. Will (N ..-Administration o..................Year IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ELIZABETH ..B.•...WILKIN.mN. Deceased Late of ...MONONGAHELA . County of .WAS,lf.I.N.G.'IQ~..... Commonwealth of Pennsylvania REPORT AND APPRAISAL ~. j ~. Fum:RCC-2 DEPARTMENT'OF REVENUE BUREAU OF COUNTY COLLECTIONS....~ RAR2ISBURG.PENNA.17121 .'. COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .A~.l:).~l~J !.99..9 COUNTY ~~.~~~.~~.?~. •~E NO..9.).::..9.9..::.9..2.9.. Whereas,~J:Il.~p..~t.h a.!!w.;jJ.,!9,P.:§Q.p.late of ~9.n9.ng~Jl~+..~. in tJie County of W~.~h.?::P.-.g!..9.~L Commonwealth of Pennsylvania,having died on the JL~:h day of ~~Y.19 ~9..,seized and possessed of an estate subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,,W.•R Chane.y ,an apprais~r duly appointed according to law, having be:en jesignalted to make a fair and conscionable appraisement of be said estate,and to assess and fix the ~ash yalue of all ~nnuities and life estates growing out of said estate,heJ'eby file the following appraisement: In the eveat that &'1y future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the e!tpiratiln o~any estmte for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inher.tance taxe~at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInherltalce Tax Purpo.es $ PERSONAL IT : See CO?y of inventory attached.5S,079 09 JT.HELD: See CO?y of invnetory attached.3,616 46 / .-I . Total .61.695 e;5 , " f='1',-['1,"-.!I..·.·~If',.."'l-......II " ..................,..WASHJNG.T.Q.N.............................cOUtlty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of nn IWIIU(0....<1 A.l Pr:12 Ii I ELIZABETH B.\<JILKINSON.......................................................................................... Deceased. Late of MONONGAHELA..................................................................................... Datc of Dcath,~y.$.,J,.99..9 .. Appraisemcnt Docket Vol.,3..7 .. Page,22'*.~5 N o 63.~69.~.639 . Filed i}~Register's 0 fJice,..A:YgY§.t.l8.,19 69.. AnUJunl of tax due,$,. DEPARTMENT OF REVENUE Received, Examined and Approved,._. Wrote abo,lIt Appra.isement, Appeal f1'om Appraisement,. Entered and charged,.. RUS Si~LL r:,'l ..\r.J t~O REG!STER 0F WitLS WASHll·lGTOfl CO ..PA. 't ,.... ,-\ AND A';ENT-OF THE CO"',,"ONWIiALTH orFICE OF THE REGiSTER OF WILCS 'WashingtonOF COUNTY Form RC C·IO I-. STATEMENT OF DEBTS AND DEDUCTIONS #63-69-639 .. / DEDUCTIONS ALLOWED IN (/ THE SUM OF $'G...{J.j).~~...l...!. b-/'-70........................................................ ES-ATE OF ELIZABETH B.WIL:r<INSON,L.ATE OF Monongahela,Washington Co.,Pa. DATE OF FIL.ING ",PPRAISEMENT August 18,1969 OATS OF DEATH _-=M:.::.a=...y--=8...,'---'1=9..:6""'9'--_ HEREBY CERTIFY.THAT.TO THE BE.T OF COJNTY OF Washington }ss, . I J03eph L.Hoffmann,Attorney for Estate, DAT~NO.OF NA"'''OF PAYEE RE"'ARKS AMOUNT VOUCHEIIt 1.968 24 certificate 50Mav~eq:ister of W'ills Letters &shOrt 21 24 Guy A.Rogers -Probate 15 00 , 24 Daily Republican Advertising letters 12 5al 24 W3shinqton Countv Reports Advertisinq letters 14 00 June 4 Bell Teleohone Comoanv Account vs.decedent 5 l~' 4 1 L.M.Frye Funeral expenses 1844 00 6'C:::-all's Flower Shop Account vs.decedent 12 72 6 Rev.Chester Bird Honorarium 25 00 6.Charles Dornan,Jr.Account vs.decedent 15 00 11 West Penn Power Company Account vs,decedent 3 24. I 23 Fred S.Klein,M.D.Professional services 25 00 24 Bell Telephone Company Final bill 2 82 24 National Ambulance Service Ambulance service 20 00 24 Qt:inet Monument Company Grave marker 110 00 July 29 Ccmmonwealth of Penna.Death certificate 1 00 30 Russell Marino,Register Short certif i ca·tes 4 00 Aua.7 Reaister of Wills Filing Inventory 5 00 15 Balance on letters Register 4 00 J.,::1/:h Filing Account 18 00Marc6Re:;Jister of Wills 6 Betty E.Wenzel Affidavits 9 00 6 J03eph L.Hoffmann A'C'Corney til counsel.rees 3250 00FederalEstateTaxreturn - 6 Laura Lee Wilkinson Abel Executor's expenses 79 73 6 In-:.ernal Revenue Service 1969 Income Tax 429 00 ..8.to.ck..+r::ln·"',-F.Q'r,.taxes,..;1:3:'14;5;,,_,~.•' • f i. 0,,,'A''tiL (rAl~I --al-wA ;/~f J'S)vo.!AJ,J.I 1....l ;/t,t1 5939 13J_r·.....~ Audit ex~enses ,~I PO I < co·.u",Or--WEALTH OF PENNSYLVANIA h ()(/br I DECEASED.AS DEDUCTIONlii FOR SWORN AND SUBSCRIBED BEFORE ME THIS ---;:;,.--1Na JNHE~TANCE TAX PURPOsaS. MY IUIOWLe:DGE AND BELEF.THe:FOREGOING ISA JU,ST A~D T.,U II:srATE~~T ,OF DEBTS.FUNERAL EXPENSES AND EXPENSe:t!I OF ACMII"STRAlION SUBMITTED TO THE ESTATE OF Ellzaoetn B.Wll.klnSOn, \.'BEnv E'.WENZEl Notary Public,'·Jnor.gahe!a '""a h·t.I "S In.!on County PaMyCommissiu.Expires'. May 9,1n2