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Home My WebLink AboutOC1969-0709 - ESTATE OF OLIVER~----·-·-·---. -------.----------------------------~--------------- PETITION SUR AUDIT Testate Form J .;;/ IN THE ORPHANS' COURT OF. WASHINGTON COUNTY Estate of .... M~~~?.I __ }?_V_~!i~--Q~}-~~--?1~/?: .................. . No ......................•............................................ MARG.MJ;.I .. a~ ... Q:P.~R ........ : .............................................. . Fiduciary .. J.~P.4M~If! .. ~IQ!~!;~J;X .......................... . Deceased Date of Date of Decedent's death.~-~.Y ... ?.!.J?.?.? .......................................... Grant of Le·tters ........... ~'!~~--~~-' .. }?.~?. ............................ . This is the .... !.'~:r:.~:f: ... ~n~.--~-~.0-~.L ........................................ 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 Date Election Place of; Under or Against will. (cross out one) 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) Yes. No. If answer yes, name them ................................................................................................................................ . Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris Elizabeth Stokeley sister sui juris Mabel Oliver Young sister sui juris Jean Oliver Matticks sister sui juris List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: If partial intestacy, give facts: Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No~"\ragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? u No. If any exception give cause: ............................................. . File copy of Notice and date of mailing .... May. .. l.,. .. l970 ............................................................................................................................. . Is estate subject to the filing of a Federal Estate Tax Return? ........... N.Q ••.•.••.••.•••.........•.•.•...•.....•..••.••....•.......•...........•.. Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ... 7.:?.9.!.?..~ ............................................ . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . Give Names and addresses of all unpaid creditors who are legally entitled to notice, toge.ther with. the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. 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: Total additional debits (Add) Itemize any additional credits not shown by account: Russell Marino, Agent -inheritance tax Russell Marino, Reg. of Wills -Inv. & Acct. Total additional credits (Subtract) Balance for distribution $ ................................... . 736.52 19.00 $ ................................... . $ .... 1 .. 9.1Q~.~1 ............... . $ ................................... . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); ... ~--- -· If Family Exemption claimed by Petition, give place of Record: .................................................................................. . 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: 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: COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly ..... ~ ........... doth depose and say that the facts set forth in the foregoing petition are true to the b7 of ....... ~-------·····-knowledge and belief. ·······--~~---········---to and subscribed before And your petitioner will ever pray, etc. . oh-c£ }/) "; ' ' ' me th1s ................ day of ...... L/~~-.. , ..... ,-. .. ' .. -...... 19.Zo .. -f" /\. ;;--~t . .,. ~/'"' ~---<J '-Signature of Officer .... L.-<::-:-4..-""-e ·~ .... :.,.~-~/.:?e. ..... ~· ~ \.. . • ,-r -·...;.... .. Title of Officer ............... , ... ALJCE-C.~IlJIILLER •.• .' ..•.•.••••.••••••• Wotary Public,· Washir1gton, WGshington Co. Office expires .. :.·-·--··My·e-omm-issron~xpire.s·MareR-2-0,~sn •.........•• . .................................................................................................................................................. ~. No ..................................................... · ...... . Estate of ......................................................... . Deceased Fiduciary ......................................................... . PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. Proof of service of above. 5. Letters Testamentary or Administration C. T. A. or an attest copy of Will. 6. Copy of inventory and appraisement. 7. Proof of 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 ~2 'V d '. 0 0 N 0 l ~ N I H S ,'t'M · s·nlfA .::jQ ti31St~3U OHICH"H TlilSSnH 5 S 2 Hd .12 AVW I L 1{1 J -11 ~ s11 1'H't, ,,, ,,, n ~'' '-. • •• .... • c ' ~ .. .' ... ,~ ..... · .·r:>.·:~ • ~ -.• • . r ; , '. r' :: : , ..... ~-~! ~-I __: -: ·. ·: 0 ·. ·~ ,.,.._ \ ': ~ .· ~ # / • •• i ;.·· •' --/"I'....... . •' ~~ .. ,, . ~-[; ,,. ,,,, ,,, 11tJ, .... ,,~ ' I " . -~ , .... • ' ... \.~.1 0 ~01 ~arbaugh Street ~;ev:ic!~J.cey ~ Per.nsyl·,-ania Jec::c i . .f.,.,C".: i .... ...:, • Entticks: Lay 1, l 97C ~::e: Esta·Ce of I.:o.:cgarct .i.HJ:,~.~~s c ::. _ .... a/k/a largaret 3. Cil:i:-c::: ~ileo.se be acl·riscd that the =:state of I·.arga:rot iJu:cn~; Cl::.· c·::, )::,Is : .. a:rgai'Gt 3o Oli";/G·r, ~vill be nu:--jited on ',{Qd;--!GS(~c~y, 1'-.ay 20, J.S~7o, \:.-~. l~~.;~ ... o; clock, i\• I~:", E. ~o So To, at the ~·!ashin.j:on County CoUl"'t I·~ou~:-·e, .!&shL1g-~o:t, Fennsyl'.;ania. Please be present i.:tnd . . pre sen-e you::: clair:: a·c that so dosi:ce. Yours VGl'Y "tl'Uly, S~nford S. Finder en ~ .. __, .. ---\ _:;> ~~) ~~<#' :> ---...,, -· .------·-- ,. -· May 1, 1970 MRS. ELIZABETH STOKELEY Gladden Heights, R. D. # 4 McDonald, Pennsylvania Dear Mrs. Stokeley: Re: Estate of Margaret Burns 0 l:l ve:c a/k/a Margaret B. Oliver Please be advised that the Estate of Margaret Burns Olive:.'~ a/k/a Margaret B. Oliver, will be audited on Wednesday, May 20,.-1970, at 10:00 owclock~ A. M., E. D. s. T.~ at the Washington County Court House, Washington, Pennsylvania. desire. Please be present and ppesent your claim at that time, if you so · · -· · · Yours very truly, Sanford s. Finder SSF/pap . ' iviay 1, 1970 MHS. MABEL OLIVER YOUNG 422 East Viheeling Street Washington, Pennsylvania 15301 Dear Mrs. Young: ·-.~~·.::·'·R: ·-i • ejj Estate of Margaret Burns 'ali vc· a/k./a Nlargaret B. Oliver Please be advised that the Estate of Marga:re·c Burns Olivr;r~ a/k/a Margaret B. Oliver, will be audited on Wednesday, May 20~ 1970, at J..O:OO o'clock:) A. M., E. D. s. To~ at the Washington County Court l-Iouso;~ ·Washington, Pennsylvania. desire. Please be pxesent and present your claim at that time, i:f you so Yours very truly, Sanford s. FWer SSF/pap -· ~ ~, ~-' > rn ::=J (f) <~-:\ c ...,... (fi-:::t:>o ('""; ---f.' ,, . ~ t_:; --, ·:-) C' -.c.. "'7J .._, -· ' C> ~~ ~· '""'V £,,_ ""0 I 0 c.,.., :J:> (/) en In t4t <lrnurt nf <lrnmmnu Jltn.a nf lln.al]iugtnn <lrnunty. Jtnu.aylunuin. ®rp4un.a' <lrnurt 13iui.ainu ESTATE OF N 63-69-709 0 .. -~:.....-~~.....L-~_:.._ _______ _ Margaret Burns Oliver a/k/a In the matter of the First and Final Margaret B. Oliver deceased Account of·_---=E:::l:.:i~z;!.;;:a:...;:b:...;:e:....:t~h::......::S:....:t:-_.::o;.:;;k:.:.e:.:l:..::e::..~y:..__ Executrix ADJUDICATION AND DECREE And now May 2/ 19_1!_, this matter came on for hearing, audit and distribution at this session and testimony tciken; 'and thereupon, upon due consideration there~f th~ b~ance for distribution in ,the hands of the Ac_countant. is detern:i~ed to be $t,15~· 2 and the account is accordmgly confarmed; and at as o~dered, adjudged and decreed that the said balance be paid out by the Accountant in accordance wath _the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be fated sec. reg. or on appeal be token herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account: ________________ _ Additional credit asked at audit Balance·--------------------- Deduct Clerk's Costs & Receiptlj_~------------- Attorney ____ .....::S::..:a~n:.t.f~o""'r~d~S.:....&.. ...... F._.1;!:;,1.no;!:.ldlli;le .. r..._ _______ _ Russell Marino, Clerk o. c., costs in certi- fying real estate to Recorder, John Mazza, Recorder, costs recording certifi- cation of real estate, Contribution to maintain assets of estate in kind for distribution, Elizabeth Stokeley, sister, specific devise of real estate as hereinbelow described, held in kind and distributed as such at the appraisec 19.00 2877.53 value, 3500.00 Jean Oliver Matticks, sister, specific devise of an undivided 1/2 interest in real estate as hereinbelow described, held in kind and distributed as such at the appraised value, Mabel Olive:r·Youn~, sister, specific devise of an undivided 1/2 interest in real estate as herel.nbelow described held in kind and distributed as such at the appraised value, 1750.00 17$0.00 $ 4, 910.31 $ 4,154.82 $ 4,135.82 $ 4,130.32 $ 4, 122.1~7 $ 7,000.00 $ 3,5oo.oo No balance REAL ESTATE TO BE CERTIFIED TO THE RECORDER OI WASHINGrroN COUNTY BY THE CLERK OF THE ORPHANS' COURT DJ VISION I , Margaret Burns Oliver a/k/a Margaret B.,Ol~ver, devisor, to ,, j r \ II ·~ 0 ~ it ~ ::l z s· -+ ? v-t• ::T"' = i c (I) :s 3 t:Y 0 -+ -· ~ 0 0 ~ -+ fir ... +"\ ~ ....... s· 0 ~ ;. (I) t N = ~ & I ~ ~ ~ ~ '-, " r r t r r t ' r Elizabeth Stokeley, devisee of all the right, t~tle and interest of the devisor in and to parcel of real estate des~ribed a. , VIZ: (' ~- ALL that certain lot of ground situat~ in the Borough of McDonald, Washington County, Pennsylvania, b~ing par of Lots Nos. 424 and 425 in the plan of lots laid )Ut for Jl rs. F.A. 0 1 Hara, and being more fully bounded and descri~ed as fellows: BEGINNING AT the corner of Sarah Stre~t and W~shington ' Street; thence Northwardly along the line of Wa. hington Street a distance of 50 feet to a point on the line di lriding Lc t No. 426 and 425 in said plan; thence in a Westerly <U.rectior: along the line of Lot No. 426 a distance of 64 feet tel> a point; thence in a Southerly direction in end across Lots Nos 424 end 425, a dis·t~nce of 50 feet to a point along the line of Sarah Street; thence in en Easterly direction along the line cf Sarah Street a. distance of 64 feet to a point at the corner c f Sarah ~treet and Washington Street, the place of beginning. This des~ription is drawn in accordance with a survey of Paul R. Couderc dated May, 1970. BEING the same premises conveyed to MErgaret B. Oliver by deed of Jane Oliver and Alexander Oliver, her husband, dated March 1, 1938, and appearing of record in Deed Eook 620, page 72. The said Margaret B. Oliver a/k/a Margaret Burns Oliver, died May 9, 1969, and Elizabeth Stokeley was dulyappcinted Ex~eutrix of her Estate as appears of record in the Register of Wi~ls Office of Washington, County,. The said property and bu ldings located thereon were specifically devised inthe said Wil of Margaret B. Oliver a/k/a Margaret Burns Oliver d~ted Jan~ary 21, 1964, unto Elizabeth Stoke}U. Margaret Burns Oliver a/k/a Margaret B. Oliver, devisor, to Jean Oliver Matticks, devisee of an undivided 1/2 interest; tp Mabel Oliver Young, devisee of en undivided 1/2 intere~t; each un- divided interest being in and to all the right, ~itle, aJ d in- terest of the devisor in and to parcel of real e~tate de cribed es VIZ: . ) ALL that certain lot of ground situate in the ~rough of McDonald, Washington County, Pennsylvania, be ng part of Lots Nos. 424 and 425 in the plan of lots laid o~t for MJI>S • F. A. O'Hare, and being more fully bounded end describ~d as fo" lows: ,I t i ,, N .. •) ,. :t ) I'. 'r t r r ~ i ..... ~ ~ ~~- = ~ urJ ~ ~ ~ ~) ',, ) . ' '. ·' . . ' 0 -to. ~ ~ :J ... z n -+ ? 0 :::r tit c (1) :J) 3 0 .... 0 0 -to. '(...._l ::::: (1) .., 0 -• o+f :::r (1) I ) ,. ) . ' • j ~ •. •(' ·' " .. •. BEGINNING at the corner of North McDopald Str4et and Sarah Street; thence Northwardly a distance of 5o feet 1 o a point on the line of Lot No. 426 in said plan; 11hence E~ st- wardly along the line of Lot No. 426 a distance of 56 f~et to a point; then in and across Lots Nos. 424 and l.J.;P5 in e ~outh werdly direction a distance of 50 feet to e poi~t along Sarah Street; thence in a Westwardly direction along ;Barah Stzeet e distance of 56 feet to the corner of North McDo1eld Street and ' Sarah Street, the pla.ce of beginning. This des ription is drawn in accordance with the survey of Paul •• < ouderc. BEING the same premises conveyed toM rgaret E. Oliver by deed of Jane Oliver and Alexander Oliver, he husband, dated March 1, 1938, and appearing. of .record in Deed ~ook 620, page 72. The said Margaret B. Oliver a/k/a Margaret Burns Oliver, died May 9, 1969, and Elizabeth Stokeley was du y appoi~ted Executrix of her Estate as appears of record in the Register of Wills Office of Washington ~ounty. The said prcperty and buildings located thereon were specifically devjsed in tpe said Will of Margaret B. Oliver a/k/a Margaret lurns Oli!ver dated January 21, 1964, unto Mabel Oliver Young and Jean Oliver Mat ticks. ) r ,?f 0 > z -t. :::s ·~ ~ n !J _:....-.---> .t n ...... ;:3J. 0 ::r c (1). I Y-+• Cit' :::s 3 = ...... 0 0 0 ty -t. -t. ii ..... -. to\ . ) ~ 0 ~ -t. ...... :r (I) t = N a .. .., l.t"• ~ t (,"J -.!. .:_ ~ _. ~ ('.. .. t .---~ 0. . ~- ,. ~-..... ..:..: ~ ·- ( ..... i ....-') : l ... --.. -v if) :::J c..: \jJ .<{ L.:: ;.; 1 r---. r .I ' . ( . ,.. Form No. RCC-62 (7-69) THIS' FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, j EFFECTIVE JANUARY 1, 1962. (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) OFFICE OF THE REGISTER OF WIL~S ' County of ..... Washington .......... . . ~H~?l?~:tP. .. ~~q~~:j. ~Y .........• · ................... of ~J..a.d.d.em .l:f~j.g{l.;t.s.,. .11.~ . Ot. # . .4,. .McDonald, .. P.enoa. (Name) ( AddreBII) being duly _______________ $_~<?-~_!} _______________ according to law, deposes and says that he is the _____ gX~9.JJ:!:J'J:x ___________________________________ _ Margaret B. 01 i ver (Exec., Adm., Legatee, Etc.) of the estate of . .M~aJ.:e..t __ Eu:rns. __ Q_lj._v..e_:r __ SJ.}k}a ___ whose last residence was ____ Gladde_nJie..i_ghts.,_ _ _R~---:Q~ __ _lL4. ______ _ (No.) . (Street) ___ .McD.onald _______________________________ .deceased, and that the whole of the estate of said decedent, who died JYlg,y __ 2,,-__ J .. 9.9..2. ______ _ (CitY, Borough or Township) · (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES Aio!D RELATIONSHIP OF OTHER OWNERS. Real Estate of round numbered 424 and 425 in the lan of er for Mrs. F. A. O'Hara in ton Count lvania. For full descri tion see·Deed Book Personal Property ?? Rents collected from property from June 1, 1969 to December 1, 1969 ·.-.. ~ . Estimated Value NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death, Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in which the account is registered, Jointly Held Property Estimated ·Valae --~·- - ' < : ~ ~ ~ - Transfers within TWO YEARS Prior to Death ?.~ .. . I -~ ··' ' : --.• : ' - "1-v• - That at the time of death there was no safe deposit box registered ih decedent's individ~al name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent.or deputy, with the exception of the following:- ' 1 • ' . ~ NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP.· SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their ·addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT ~lifiab~t2 s~~~~~;y~ G~~~~~~1 ~;~~~ts c::i <:fP'I" VPC:: f:lli iu'I"i !': ~~~eEa~P*fi~ef~gB9street, Wash.,Pa. ' sister yes sui j_uris ~ean pnver Mattic~s 601 Harbauqh Street. Sewicklev. Pa. sister ves C::lli ill'l"'i c:: . \... / ·; \ ~SWENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions DEBT OR CLAIM NATURE OF SAME ' . AMOUNT THIS COLUMN William D. Rogers Funeral Home Russell Marino, Req. of Wills Sanford S. Finder l=c::rn ri '~""' Elizabeth Stokelev. Executrix OTHER DEBTS AND CLAIMS M. Noir & Son Malcolm L. Morgan, Co. Treas. Robert L. Patterson, M D. Milton M. Michaels, M. D. Karl Zimmerman, M. D. Allegheny General Hospital Washington County Reports The Record-Outlook Fune!'"al expenses paid Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees * Fiduciary commission • ( •) See Note below Flowers County Taxes Doctor Bill Doctor Bill Doctor Bill Hospitalization Advertising Estate Advertising Estate H. B. Derbyshire, Tax Collector 1969 School Tax H. B. Derbyshire, Tax Collector 1969 Borough~ Tax Total In the event that any future interest in this estate is transferred in possession or enjoyment to expiration of any estate for life or for yea1·s, the Commonwealth hereby expressly reserves the right t tance taxes at the lawful collateral rate on any such future interest. ~ttEGISTER ONLY $ 1,241. 20 $ 16 00 382 15 60 40 60 100 25 224 14 8 123 53 95 78 00 00 00 50 00 50 87 76 ....,. vu ! ,. ~ , . ' • Form No. RCC-62 (7-69) Will Administration l . . ' ' sNo. ·, ... : .... (. Y~ar ..... IN THE L ,MATTER'. OF ~HE APPRAISEMENT OF THE . ESTATE OF MARGARET BURNS OLIVER~ a/k/ a MARBARET B. OLIVER Deceased (_ c~ Late of .~C?;'9\19P . .o.~ .~<?Donald . . .... •.·• ....... '(: . County of Washington · 0 0 0. 0. 0. 0 .·' ••• 0 •• 0 ••••• 0 •••• ·-• •• Commonwealth of Pennsylvania "r.: ~ ::v " REPO~n,~~PPR~SAi!l~ . ::r: -..._. -.. C~'l en c-._ ~·~"I v) ~ r--'i".l n-. f"'r7 ...t<:: -1 ~· ,..._ '-'.J """""·;· C) r-il ~Q ~ (".) -r, ~ t'::1 c--.;;:·...... h ... ;; ;2 ~ .::::.- ~,.....~ -~ (Q, 0 .:::::, ..;::- ~· r. ,_ ~ r- -- RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ELIZABETH STOKELEY IN YOUR REPLY PLEA.£ REP'IER TO In Re : Estate of ---~HA;.;.;R::..:.G:;,;AR;.;;;;-.:::E;;.;:;T:.....=B..;:;.;URN::.:=S;,_,_;O;..::L:..:;:I:...:..V:...:..ER:...:..-___ _ _____ l:..:.:tlll.~· S~'H:..:::I:.::.:N.::::..G'ID.:::::.:N.:__ ____ County -File No. 63-69-709 Dear i'trs. Stokeley: You are hereby notified that the original appraisement in the estate of }@rgaret Burns Oliver has been filed in the office of the Register of Wills qf ~Jashington County on Narch 18 , 19_1.0. Said appraisement reflects the following valuations: Real Estate __ ~--------7~,o~oo~~.o~o~------ Personal Property ______ ~6~1~3~·~0~0~----- Transfers ________________ ~------~--- Total -------~-~7~·~6~4~3~·~00~-- As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ Mar~~c~h~l~8~·-=1~97~0~------ Title Vl.R. CHAI\JEY, DATE OF DEATH: May 9, 1969 Note: This is not a bill. j '< C C-39 ( 5-681 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of OLIVER, (Last Name) 1'1ARGARET (First Name) BURNS (lni tial) SUMMARY DATE OF DEATH REPORT OF INHERITANCE TAX APPRAISER 5-9-69 FILE NO. 63-69-709 I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washingtm 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: ----<B-'-'-;;;...1....,8-~7__,0'------ 05-09-69 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington 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", whic er or lesser amount represents the sum allowed as a deduction. Dated: 03-18-70 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 APPRAISED $ '(,6k1 ~ 7,643 :)0 2. 732 36 4,910 14 annuities . . . . . . . . . . . . . . . . . . . $ _____ -+-- EST ATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax on $ L_ Tax on$ .;. : ... :;:_ Tax on$ Tax on$ Tax on$ $ 2% $ 6% $ 5% $ $ $ COMPUTATION OF TAX l r ~ ~ ------------'~----· -- 736 52 VALUE AS REAPPRAISED $------~-- Exemptions Total Estate TOTAL TAX $ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $ BALANCE $ Less 5% of tax if paid within 3 months after death $ BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from -------to ----- AMOUNT OF ESTATE TAX ASSESSED $-----+-- Estate tax paid $ _______ __. __ BALANCE DUE $--------~---- Add interest at rate of 6% from -----~10--------$--------4-- TOTAL TAX BALANCE $ ------+---PAID $ _____ __. ___ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation)lf tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. / Will Administration ( No. IN THE Year .......... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF . :MAlWAAE'I' .. l3:UllN$. QL.IyE:n .. Deceased Late of ........ McDONALD .. County of . . ... .\'Jl\.S.HJ:NG'I'ON Commonwealth of Pennsylvania REPORT AND APPRAISAL ·, Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ................... N.0.r..gh ..... l$., ...... +..9.7 .. 9. ......................... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ....................... ~~.~.h.~g.~g~ .............................. BUREAU OF COUNTY COLLECTIONS COUNTY . HARRISBURG, PENNA. 7712 7 APPRAISEMENT FILE NO .......................... f:::.?..-:::. .. 9.?.=.7.9..?. .................................. . . . Whereas, .............. J~g~r..~.t. .... ;E?.w.n.~ ... 9Jo.~y~r.: ............................................................ late of ............................... ~~f.P.c:>P.9:Joq ................................................... in the County of ........................... W9:.9.h.t.ngt..Qn .......................................................................... Commonwealth of Pennsylvania, having died on the ........................... .9 ... th ....................................................... day of ....................... May ............................................ 19 .. 69. .... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................ W .•. R.~ .... Chim§Y .................................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. - Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ REALTY: All those certain two lots of ground No. 424 and 425 in the :glan of lets laid out by Edeburn and Cooper for Mrs. F.A. 0 1Hara in (then) Robinson Twp ., (nm,r) M,..Dona.ld BoroU£h. ~vashington County, Pa. For full description see Deed Book Vol. 620, page 72. 7,000 00 JT. HElD: Rents collected from prperty from June l, 1969 t.o December 1. 1969 643 00 --- Total 7.643 00 fonn~·~hb~~ ::rh~wDrii"L'/~}·~· ~.~ .~·~~~;;~~=:P~?~~·~: ·~\l. Appraiser ................... ~······z····,·2~mlier &l;d .. st~~~i·;················································· ............. ~ -a , jF;;i o;;;;; ..................... , .... , Penna . WASHINGTON ····················· .. ................... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARGARET BURNS OLIVER Deceased. Late of ~X McDONALD Date of Death, .. .J19.-Y ... 9.., .... .+..9.9..9 .................................... . Appraisemeilt Docket Vol., ............... .'?..?.. ............................ . Page, ........... ~3.~l. ................... No ......... 9~.9.9.~7.09. ...... . Filed in Register's Office, .. Ji~.-~h ... J.$ ..... 19 ... .79 Anwunt of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, .. Examined and Approved, • \f :l '.f).' t J l ! I" • I 14 I "~· "" t ' .. ~ , ~ \ . . · • t I , :) ·~ t1 ,, Wrote abo.ut Appraisement, (~l Tj· .: t". '·-:l • C'l ~)'71 '1 -'' • '\ - . , ~ .. ,.. I ~ ~ .J c !J :·· ~ . -. -: :. f! J Appeal f1'om Appraisement, s ... ' .,oj , ~ r.r 1~ 1 t , Entered and charged, """" ,. ..... Q!nmmnuntrnltq nf Jruu.sglttnutn, t s.s: lln.sqiugtnu Qinuuty, \ KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 12th day of June A. D. 1969 , before me, Russell Marino , Register for the Probate of Wills and Granting Lette~s of Administration in and for the County of Washington, in-the Commonwealth of Pennsylvania, the last Will and Testament of Margaret Burns Oliver late of Borough of McDonald in the County aforesaid, deceased, (a true copy where'of is to these presents annexed), was duly admitted to probate; and Elizabeth Stokeley rix the Executat in said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Elizabeth Stokeley committing unto Her the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring Her to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety days from the date hereof, and to render a just and true account of said administration at the expiration of six months from the date hereof, and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this 12th. day of June in the year of our Lord one thousand nine hundred and Sixty Nine Register j ~ ~ "1 ll' ~ .... "1 :: CD c:1" a til "' t s::: Ill Gl 'i ;! ~ 1::$ -1 ~ to "' .... .. 0 0 ~ "'I ~ .. 1-J ...... < = (!) .... "1 s::: +-t = Ln 1 ... (") U) < 0 -1 0.... z -l r-.J --c:: ::-0 ..-r -0 ·-.. a_ -· b... -C.") .. __ Q 0 _J ~ !--l u 0 : '-i ~ tL~ . ~-z .~ U) <J) -, 0:::::: V) -:c .. _ . .....:....! ::c :::::> (.!) (/) 0::: w < {'.C 3: Lt_ r-- '"' . /' / I j '! l i l 1 ' • j 1 1 ..., .., :r, ., ! .,; r l l ·i .. l I I ' {)·,-.~ I ' ----i) ./ / .. ! . ' L_ .. -- r ,• I ! ·! ., ·, i i ' I 1 I i d ~ 1 I .. I 1 ~ l l ' I l {p:j_/;?-7 6 / i\ffi~uutt ®f Exrrutnr ®r A~mtutstrutnr !;ta:tr nf Jrnnsylua:nia:. t ss: C!lnunty nf Bas~ingtnn ~ P ll b f h d · d h · notary nublic · d f "d ersona y e ore me, t .e un ersigne aut ority, a ................................................................................... In an or sa.I County and State, appeared ............. ~·*·~·~.~.e.~.~0. ... ~~~.~.~.~.~Y. ....................................................................... who, being duly sworn according to law, deposes and says that she is the executor or administrator of the estate of M.aJ;.9.~~.~.~ .... ~.l!.:r:.~~ ... ?..~.~.::.:::. ... ~/~/~ ... ~~:'::~~:::. ... ~.~ .... ?..~.~de~~ased, that the foregoing schedules constitute a l t · t d · t f th 1 d 1 t t LMarnaret 'Qurns Oliver a 1kja comp e e mven ory an apprmsemen o e rea an persona es a e ol'Vl ......... ~ ...... 'E: .. BAt ... (j'!'i'""~!'""'"""""""'L.... , deceased, except real estate outside the Commonwealth of Pennsylvania; &~~g; 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. day 0~.=¥.;;~~ .. ~~~--~~;;~7~: thk .... d/....:.(_ l .. G... ...... : ....... :. ............. ....-.c....r.•n • .-.... ...... ~ ..... ?!::: .... ~~ .............................. . . PHYLLIS A. POPPER ADDITIONAL INSTRUCTIONS l. N~ i'M>ootlti:r:JiiiJThlilllt ~~~~6h within three months after appointment of personal representative. 2. MArs~metn~flctJ%Y.tOl}tp:t:.Y rn9.st be filed within thirty days of discovery of additional assets. 3. 1 Original and 2 C~opiesvi:ul.a 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2 lfuu.rutnrg aub -"p.prai.srmrut of the goods and chattels, rights and credits which Margaret Burns Oliver a/k/a . were of .... M.S~J;.9.?.J;.~.t .... f}.~ ... Ql+.Y..~.:t ........................................... Jate ofq·*·?..~.~.~D .... ~~.~.~.~.~.~.LJ.7:~ .... e..~ .... ~ ... ~.? .... ~~.~~.~~~d' Washington County, Pa., taken and made in conformity with the aboiJe affidaiJit. REALTY: ALL those certain two lots of gound numhered 424 and 425 in the plan of lots laid out by Edeburn and Cooper for Mrs. F. A. O'Hara in (then) Robinson Township (now) McDonald Borough, Washington County, Pennsylvania. For full description see Deed Book Vol. 620, page 72. PERSONALTY: Rents collected from property from June 1, 1969, to December 1, 1969 DOLLARS CENTS 7,000 00 643 00 I ' .. . -- ·vd '·oa NOlfJNIHSVM Sll/Ai .:10 ~31SID3U ON!t.lltl'J ll3SS/l'& ~ r I i •: STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ 55: The within named Accountant being duly sworn according to law, depose and say that the above account as stated is true and correct as ................. ~b.~ .................... verily believe, ~ Sworn and subscribed before me this .. d/. .......... . G,~J~ day of ----------~-?-----------------------19 ... 7.0 ..... . . -------~-----a ___ :f?~.vJ_ __________ _ t" ------------· ------------------------------------------ Notary Public. Vlashin~ton, Washington Co. My Commission ~xp11es October 9, 1972 Wa,shington County, ss: ' .. J ..... 0 ..., 1'1 :=' 0 :xi "' "' ~ Q! co <11 ~ l'} ::::i ........... Ui co U.l ~ \ i r::.. 0:: UJ. 0 1-tl ~ ril > .. E-< H 0:: ?<i <!j....:l ~ l-Ui "-.9[ E-<0 r--l; .....:~; '(flU) H 1-tl' ....:I co: ~: \ ! rilz 0 c::: o: 0:: ..... ; H :::> • 1-Loi U)i "')\ IXl IXl -ul ::c:l 1-< 1-< c::: ..... , ~ 1-tl 1-tl CO! l-Ui ·~ ~ ~! +'l ~ t.:J oo; N: 0:: H: Hi 0 <( <( ..... , .....:~: z ;:;E,;:;E ··u..;.; l-Ui ,. :;··./ c_ 0 JAN -- 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 .. b.3_-:_ __ 7_0_-:J(?_fq_ _________ __ Witness my hand and official seal this ______ ':/_~----------- day of___ ___ ---~~---------·a;w-~ ---_ ,l9JQ ---------o<~-~----Register of Wills _,.._ -----~-- ...,. ... :=' 0 0 0 Q) Eo~ .t:l ... ..., 0 0 ..., ,!<1 ... 't:l ~ Q) ..., 0 ~n ~N 10 ~'U N F('f'!' 0Sgcr · ~t. -.--/. 1•1 ~-P'"fV! t . -G rs-.p £ R' / :d·/t. ·@ ~ S ' v F ~"'IL E. '·tffNr.:r·· r:.-.s; ·' ON C() . · ··· PA. 0 Q) ..., .t:l j;l: ..., g -Qf 't:l N 1'1 <11 "" .... ____ ,......._._,j a 'cOo ~ Cb I ~ ~ ~ Q ·.·· • .I -: • • The Court is respectfully requested to determine I IN THE COURT OF COM~~N PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION THE FIRST AND FINAL ACCOUNT OF ) ELIZABETH STOKELEY, EXECUTRIX OF : THE ESTATE OF MARGARET BURNS OLIVER ) a/k/a MARGARET B. OLIVER, : ) Deceased. The Accountant has .charged as follows: . NO. of 19 Balance per Inventory a'nd Appraisement ................. $ 7,643.00 Credits claimed ••••••••••••••••••••••••••••••••••••••• 2,732.66 Balance Due .• . . . .•. . . . . . . • . . . . . . . . . . . . . . • . . . . . . . . . . . . • 4,910.34 0 The Accountant claims credits out of the said estate as follows: NAME OF PAYEE NATURE M. NOIR & SON Flowers WILLIAM D. ROGERS FUNERAL HOME Funeral RUSSELL MARINO, Reg. of Wills ·Probate Will MALCOLM L. MORGAN, County Treas. County Taxes ROBERT L. PATTERSON, M. D. Doctor bill MILTON M. MICHAELS, M. D. ' Doctor Bill KARL ZIMMERMAN, M. D. Doctor Bill ALLEGHENY GENERAL HOSPITAL Hospitalization WASHINGTON COUNTY REPORTS Advertising Estate THE RECORD-OUTLOOK Advertising Estate H. B. DERBYSHIRE, Tax Collector 1969 School Tax H. B. DERBYSHIRE, Tax Collector 1969 Borough Tax ELIZABETH STOKELEY, Executrix Executrix's Commission SANFORD S. FINDER, Esquire Attorney·'-~ Commission T 0 T A L :t (I" , AMOUNT $ 60.95 1,241. 20 16.00 40.78 60.00 100.00 25.00 224.50 14.00 8.50 123.87 53.76 382.15 382.15 $ 2,732.66 ;--EXJ<~-Cll~RIX~8-NOTICE ' ~ Estate of :\Ia rgar~t Burns Oliver, Ia jkja Margaret B. O!Jver, deceased, late of l\fc.Donald, \\,..ashington County, Penn-~ sylvania. ' Letter.s ·Testamentary upon the above I Pstate having been granted to the un- c1et:sig.ned, notice i~· hereby given to tho~e indebted thereto to make immedi- ate payment, and to those having claims f Or dmnands to present them for settle-, ment. ELIZABETH STOKELEY, Gladden tHeights, R. D. 4, 1\fcDonald, Pennsylvania. ISanford S. Finder, Attorney, 72!) Washington rrrust Building, ':"ashington, P_:n_:>:::..._:5301:__ __ -~ 1 • ~ R • ... Affidavit of Publication Before me, a Notary Public, personally appeared Andrew T. F.il er who being duly sworn, deposes and says that he is the authorized agent of THE RECORD-OUTLOOK, a weekly newspaper of general circulation, published at Mc- Donald, County of Washington, Pennsylva- nia, and that the notice attached hereto was published in the regular issue of said paper of June 26, 1969 July 3 9 . 1969 July 10, 1969 and further that the affiant is not inter- ested in the subject matter of the said ad- vertisement; and that all of the allegations of this statement as to time, place, and character of publication are true. d~ctu~-Q:7, cfLv to before me -~"""'4----19_6_2_ My Commission expiresll'!::==-~----- JOO~·fi: T..wAL.i<rR. ik .. NorARY Puauc· McDOJiAlq BORO, WASHINGTON C011NTY. MY CqM!YliSS,HlN EXPIRES FEB. 2. 1973 M~~r.PIInnsyl~i"a.~soc'iatiOil of Hot~i,.'; : '· ·; , • Washington County Reports Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY oF WASHINGTON} 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 officiad legal periodical for said Washington County, published weekly having 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: .................. June ... .2.6., ..... 19.6.9. .......................................... . ................. Jul.lf-.... 3 . .,. .... 1fl, ..... l9.6.9. ............................... . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the ::-;:::.":"of tru.. ,ffid.,it u to tho tim<, pi"@ oh~ ~--·-·-·-----···----=r-----·--------·-.,,;; Sworn to and subs~re me this ~ .... ~O.:t~='y of ......... J.U~Y, ............................... , 19 ... 6.9. ....... . ............ /C4:r.LL~.t!.. ....... .......... . . ...... .. () · otary Public KATHERINE C. YARD, Notary Public WsshlnotMY, Washington eo., pa_ My CommissioA Expir1la Nwelllib., 1, 196t L_ ____________________________ ---~---- Estate Notices The 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. • • • • • • • • • • • • • • • • • ---·--. -~ ' OLIVER, MARGARET BURNS. a/k/a MARGARET B. OLIVER, Dec'd. Late of MeDonald, Washington Coun-i I ty, Penna. I Executrix: Elizabeth Stokeley, Glad-den Hgts, R. D. #4, McDonald, Pa. I Attorney: Sanford S. Finder, 729 . Washington Trust Bldg., Washington, 1 1 Penna. --~ __ _I