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Home My WebLink AboutOC1969-0721 - ESTATE OF WILSON---~---·-----....--------~~------------------~-· Testate Form ... PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY MARY E. WILSON Estate of .................................................................... _________ _ Deceased N 63-69-721 0 ..... --------·-···············---·-····--------·····---·········-·· Fiduciary ..... !~J~-~~P:~t~-~--M~Jty:~_tP:~-'---·····---· Executor Date of Date of Decedent's death ........... }~~~---~-? .... ~-~-~-~---···-···············--Grant of Letters ............. -:1:~?.~---~~-L.-~.?.~.?. ..................... . This is the ........ fJI.~-~---~--.f.~P:~J ..................................... 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 .............. P~-~~-~~:t?:!:; ___ ~~_Y.~_;: __ ~~?:E~-~~-----------------------------------------------------------------------····· List issue, wf)ere material: None Did decedent marry after execution o_f will? (indicate) XXK No. Any children born after execution of will? (indicate) mi. No. If answer yes, name them .... ·········-·····'·····--··--,-----'---------------~------------------------·····---·--------····-------------------------------· ----------·---·--------------·--------------------·-----------------------------------------·-------·------------------------------------------------------------------------------------- Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris Sara H. Mcilvaine none 1/5 residue & marble table Emsie Mcilvaine none 1/5 residue & hand painted plates Elizabeth Cooper niece 1/5 residue & 12 silver spoons Bill Cooper none 1/5 residue Alexander Mcilvaine nephew 1/5 residue List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: Only exceptions: The marble table, hand painted plates, and 12 silver sp9ons specifically bequeathed were delivered by Testatrix in her lifetime to the respective legatees. If partial intestacy, give facts: None Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragr_gp_h C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. .1\10. · If any exception give cause: ............................................. . File copy of Noti~~ March 2 , 1970 · al"!d date of mailing ........................ ·--·····-···············-······················-·········-····-················--···-·--·-·······-----------·····•-------·------· ~ ,., ..... "'""- Is estate subject to the filing of a Federal Estate Tax Return? ............... ~.?. ................... : ... _ .......................................... :. Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $.J ... ~.6.5.0 .•...... Cl.~~.$ ... 5.% ... 9:i..$J~Q.\m.t) If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..... .'':".:':."!'.:': ••••••• Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. None Give reference to S!.!Ch 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 ~ecessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: Continental Cas. Co.-Additional payments a/c medical expenses Lone Star Gas -Mar. div. Total additional debits (Add) $542.86 58.80 ·Itemize any additional credits not shown by account: 2 Short Certs. $2.00 Wash. Co. -1970 & Delinq. Per. Prop. Tax S. White's Sons -Marker Loss on sale 210 Sh Lone Star Gas Total additional credits (Subtract) Balance for distribution 145.03 340.00 200.36 . ' . "' $.1~_,_?.z~::.~l ............ . $ .. -~9-~-~-~§ .................. . $ ... 68.Z.~.3.9. .................. . $.1~.,A.e.?..:.?.§ ............. . If balance for distribution is not in cash, list each item held in kind, gi~ing appraised Value (or distribution Value); " ,, .. Cash ., .. :':"-' " .. , . If F ·t E · 1 · d b p · · · I f R d No claim am1 y xempt1on c a1me y et1t1on, g1ve pace o ecor : .................................................................................. . IfF ·t E t" · I · d d" · I · h" db '. f Cl · No claim am1 y xemp 1on IS c a1me at au 1t, g1ve name, re at1ons 1p an as1s or a1m: ............................................... . List any advancement or distribution on account that has been made, and nature and amount of same: None Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: Sara Mcilvaine 1/5 residue Emsie Mcilvaine 1/5 residue William (Bill) Cooper 1/5 residue Elizabeth Cooper 1/5 residue Alexander Mcilvaine 1/5 residue COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ......... J~:WQ;J;"JL .............. doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best oL ......... J:ri...lL .......... knowledge and belief. ' .............. : ..... ~Wq~D..~~-~-------------to and subscribed before me thi~'--~~-~~---day of ... , ...... ~?.?;_c;:_h ........... o . .?..9. .. ( Signature oJ Officer.;: __ ~~· ........... £~ . ~ j . Title of Officer .. ~ ...... :·.~-~9.~.?.?; ... R'.J!?JJ:..<;; ................. . / ~ h~-. ~'---"'------" .L/~---···········--------------------------------·················-··---::· Office ex pi res ................ A..P.?;JL.!., .. J-.~.7..~---················ ~ 4 " • ,..' No. 63-69-721 Estate of ........ ~RX.Jt~ ... WJ1§.9.~---············· Deceased Fiduciary ........ ~!-~~!;l.TI~-~~---~f!.:tlv.~.l;n.~.~- Executor 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: 1 4. Proof of service of above. 5. Letters Testamentary or Administration C. T. A or an attest copy of Wi II. 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. Alexander Mcilvaine Attorney ~2 . \· i ,, l· ' 'Vd ··o~ NOJ.~)NIHSVP.\ Sll!M _:!0 IJ3lS!t)3tJ ONnfVrl .. lTiSSi1ij L2 6 ~PJ Oi HdV OL '0 ... , ~-, J .J .. .:J I J ... l +\ ..... \< \._ Ll . . \ . . ~· '\.-:·\0'J -'" .;;...._,_.'IIC .:~ ~ "':" : ~ .. :. ~ =:,'a . ) ... •. \ , ~ ~ .,... • . <!-. -• "c·. ~~; t ~ "". ~ " \.·,., :· ... ·., . ',. \.. ......... ~ l: .. ·-~- .J \ )' .. t_ ..... -,. -·-qd •·oiJ HOl.~ Sll\ti\ ,10 ~ ot\\'0~'~'\ ' L?. b U\l ' , I I i II . t I I j I .f I j .• ·''t j Mr. Bill Cooper ATTORNEY AT LAW 33 WEST I!IEAU STRitET WASHINOTON,PENNSYLVANIA 2215;9930 Mrs. Elizabeth Cooper .. The Fairway Ap.ts. -Apt. 30A 3oo·E. Royal Palm Road Boca Raton, Florida -33432 March 2, 1970 Dear Bill arid Elizabeth: IN RE: Estate of MARY E. WILSON, deceased Please be advised that the undersigned, Executor of ·the Estate of MARY E. WILSON, deceased, has filed his First & Final Account to No. 63-69-721 in the Orphans' Court Division, Court of Common Pleas of Washington County, Pennsylvania, and the same will be called for audit on Tuesday, March 17, 1970, at 10:00 o'clock A.M., in the Orphans' Court Room, Court House, Washington, Pennsylvania, at which time you may appear and be heard, if you so desiree . ':• '. Same notice sent to: ~rs. Emsie Mcilvaine Mrs. Sara Mcilvaine ... , Sincerely yours, ./S/' Alexander Mcilvaine Alexander Mcilvaine ' . " ~- ~u t!Jt Qbntrt nf C!tnnunnu Jltns nf llnslJiugtnu C!tnuuty, Jtuusylunuin, ®rp!Jnus' C!tnurt Diuiainu ESTATE OF No., ___ __.:6~3.L..-~6~9:._•...L..7.=;21~----- Mary E. Wilson, deceased. In the matter of the First and Final Account of Alexander Mcilvaine Executor ADJUDICATION AND DECREE And now April L, 19_12_, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereofJh~~.QIQJH:e for distribution in the hands of the Accountant is determined to be $ 1~,_!! L•22.. and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. / / I I / v SCHEDULE OF DISTRIBUTION Balance per account: ________________ _ Additional debit··asked at audit Additional credit asked at audit Balance'--------------------- Deduct Clerk's Costs & ReceiptS_;:,_ ____________ _ Af!torney ___ A_l_e_x_a_n_d_e_r_M_c_I_l_v_e_i_n_e ________ _ Russell Marino, Agent, transfer inheritance tax, Sara Mcilvaine, 1/5 residue, Emsie Mcilvaine, 1/5 residue, William (Bill) Cooper, 1/5 residue, E1izebeth Cooper, niece, 1/5 residue, Alexander Mcilvaine, nephew, 1/5 residue, \• 2771.04 2771.03 2771.03 $ 14,573.31 No balance --I ) t N ... ,c·t 1...!..1 •• ~ ' . ~ ...,.... ~ ..... ~ ~ ~ = ~ ~ ~ ~ ~ ~ ~ 0 ~ z -+-:I ~ •n ....... !' 0 :r c (1) i a 3 0 0 c -+--+-:::1: (1) ., 0 -...... :r (1) Q!nmmnttturaltq nf JrttttBylnattia. t BB: D!htBqittgtnu C!lnunty. \ KNOW ALL :MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 13th. day of June A. D. 1969 , before me, Russell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania~ the last Will and Testament of Mary E. Wilson late of washington in the County aforesaid, deceased, (a true copy' whereof is to :these presents annexed), was duly admitted to probate; and Alexander Mcilvaine the Executor 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 TESTA:MENTARY, unto the said Alexander.Mcilvaine committing unto Him the administration of all and singular the goods and chattels, rights and credits, which were of said, deceased, and requiring Him to exhibit a true and perfect inventory thereof irito 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 hav·e hereunt~ set my hand and the seal of said Office at Washington, this 13th. day of -June in the year. of .our Lord one thousand nine hundred and Sixty Nine . ~ ' ' ' .. Register . ,' / ----------------~-~-··----·--~~---- \. ·•. \I·'. j.' ;I ~ .., ..... ..... .., Ui "' t Ill G! )! ~ .... Ill "' ..... 0 ~ "'I !! = ..... = ~ = ... ~-~·· ------------?l .--·-. ~ LAST WILL AND TESTAMENT OF MARY E. WILSON I, MARY E. WILSON, of Washington, liashington County, Pennsylvania, a single woman, being of' sound mind and memory do make my LAST WILL AND TESTA1"'ENT and hereby revoke any and all wills heretofore made by me. FIRS!f I direct that my just debts and funeral expenses be paid as soon as practicable after my death. SEC011J2.: I give, devise, and bequeath to my niece-in-law, Sara Mcilvaine, of Washington, Pennsylvania, my marble table. THIRD: I give, devise, and bequeath to my niece, Elizabet Cooper, of Harrisburg, Pennsylvani~, my twelve (12) silver spoonsG FOURTH: I give, devise, and bequeath to my niece-in-law, msie Mcilvaine, of \'lashin.gton, Pennsylvania, my. hand painted plates. FIFTH: I hereby give, devise, and bequeath all the rest of my property, real, personal, or mixed, of which I die seised, to Alexander Mcilvaine, my nephew, of Washington, Pennsylvania, Sara Mcilvaine, my niece-in-law, of Washington, Pennsylvania, msie Mcilvaine, my niece-in-law, of Washington, Pennsylvania, ill Cooper, my nephew-in-law,· of Harrisburg, Pennsylvania, and lizabeth Cooper, my niece, of Harrisburg, Pennsylvania, in equal hares, share and share alike. SIXTH: I further empower my Executor hereinafter named o sell any real estate of which I may die seised either at private ary E. Wilson I .· or public sale for such consideration as in his personal judgment shall be sufficient and give a deed or deeds for same. SEVENTH: I hereby appoint as Executor of this LAST WILL AND TESTAMENT my nephew, Al~xander Mcilvaine, of Washington, Pennsylvania. IN WITNESS WHEREOF I have hereunto set my hand and seal -··· .... t): this :·/ day of August, 1963, in the Cityof Washington, Washington County, Pennsylvania. Mary E. W'ilson Signed, sealed, published and declared by the above named testator as and for her LAST 1'liLL AND TESTANENT in the presence of us, who each at her request, and in the presence of each other, have hereunto subscribed our names as witnesses to this and to the above WILL and to due execution, the day and year aforesaid. v -- -------------------------·------~- (c; 5 --(or-J::Z J j i\ffi~uuit ®f 1fxrrntnr ®r i\bministrutnr j;tatr nf Jetttt5yluauia. t 55: C!tnuuty nf Dlla54ittgtntt \ Personally before me, the undersigned authority, a. .............. ~~-~~.El. .... ~~!?..!.~.~ ...................... in and for said County and State, appeared .................. A~.~~P..~~ ... ~£.!~.Y.A!~~ ................................................... who, being duly sworn according to law, deposes and says that he is the executor ot~Hil!(Jf of the estate of 1 ......... ~.RX .... ~.~ ..... W..l~.?..Q.N.. .......................................................... M ..... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of... ...................... ~RX .... ~.a .... Y.Ltl-.~Q!':L, deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor ~~ Sworn and subscribed before me this ..... ?..~.~-~..... l ~ -x _Qh-~;:~~~~m:~~~~-INS::::::-~i~:~~ 1. An inventory must be filed within three months after appointment of personal representative. · 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 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 3Juu.rutnrg aub i\pprais.rm.rut of the goods and chattels, rights and credits which were of ............... ~.RX ..... Jj; ........ W..l.~.S..Q.~ ................................... Jate of .................. W.~.~.h!n&t9..D ............................................... . Washington County, Pa., taken and made in conformity with the above affidavit. PERSONALTY: Cash on hand Checking Account-Pittsburgh National Bank Savings Account-First Fed. S & L Ass'n of Washington Robert D. Vance Agency -Refund on ins. premium West Penn Power Co. -Refund on final electric bill Columbia Gas of Pa. -Refund on final gas bill Washington Manor -Refund on final bill Blue Cross of W. Pa. -Refund on premium 2 sh Geo. Wash. Hotel Corp., Cap. Stock(@ 10) 210 sh Lone Star Gas Co., Com. Stock(@ 21-3/4) 3 sh Observer Pub. Co., Cap. Stock(@ 480) Social Security Admn. -Lump Sum Death Payment Continental Casualty Co. -Payment on medical policy $400. -2 East 6lst Street Corp.(Hotel Pierre), ) 25-year, 5% Income Debenture, due 6/1/57 ) 1 sh -2 East 6lst Street Corp.(Hotel Pierre), ) Class A Stock ) 4 sh -2 East 6lst Street Corp.(Hotel Pierre), ) Class B Stock ) Lady's diamond ring To ta 1 Persona 1 ty .............. . REAL ESTATE: TOTAL ESTATE . . . • . . . • . • . . . . . . ... '----------------------------------- DOLLARS CENTS 20 23 664 75 10,000 00 6 00 1 73 2 82 35 37 5 20 20 00 4,567 50 1,440 00 255 00 400 00 1 00 100 00 17,519 60 NONE 17,519 60 \ !15""'fJ c,3-tc cr-· 7 d-; Inventory and Appraisement IN THE EST ATE OF MARY E. WILSON Filed ................. -:!.~P.:~~.!'.Y.. ........................ , 19 .. .?..Q .. ~::0 ... -..J ., C/> rn ;;;a c:;::, ..,..oc:: -= u:; (.f'J c._ z -j (,/") :X:,. r- Ci-' rn rr; z -1 -r·-........, rn a .-....... r-:::n :;;.>::0 ('J -n ~,t::' C:J. 0~> -o .. : .::: :..o ::::r r--"'Or-;;;:: c...., l> (/) 0. rv ..c- DK-1.80-f~.£?3, Jl 2 q f~/ I STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law, deposeS and sayS that the above account as stated is true and correct as·---------------~~----------------------verily believe, Sworn and subscribed before me this ....... ~.6th .... . a~~~ day of --------------~-~~~~!~-------~-------------1 ]Q ______ _ /?#' ~ ~ Wash~~~:~~%;::~-c~~a. My Commission Expires April 1, 1972 Warshington County, ss: I do certify that I have given legal notice ·to all persons concerned of the filing of the within account in the manner prescribed by Sta·tuife and Rule of Court, as evidenced by proofs the,eofHied to No .. &~-::]~-::__&______ J4 W1tness my hand and off1c1al •seal th1s_J__ ____________________ _ , . ---------------------~---------------------19.1.0. -------------~--------- Register of Wills .... _..., ~ 0 ... :::: ...., ·,~ 0 >:! 0 :::: :::: 0 a:> ~ OQ <.l 1-1 ~ <.l ...., Q) <11 0 r I LE D, 0 s:: "*" o-~ r-...., ... 0) ;j it;:! •r-1 0 z CJ a:> co ..... ~ ..... > :.-. 0 Q) >:! ...-li '70 JAH ?6 P~i 2 6-a:> ...-I Q) r:.. CJl ~ 3 Ul ~ a:> H ... Ni 0 H ...-I ... 0 H co "" CJ ..... N "! ll:1 ..... t E-< ::s: s:: ...., ~ <11 ~ >:! I 1 <11 ·r-1 :::: 1-1 E-< . ~ Ruscr:· 1 Mtli~iNO 0 <.)' Q) Q'\i Ul ll:l ,_:) t_ '·· ,_ <.l '-'>! ll:1 c.(:j REGI~Tt:F\ OF WILLS «l· '0 ~ ~ dv·. s:: I\ ~ WASHINGTON CO., PA. :E co ..... ~ ~ til -~ -Mi 1-1 Q) ~ 0 a:> ...-I \Oi ·r-1 ..... ~ < ~ ;;:: ..... 0 0:->:! "'1 Q '0 ci >:! .,; z <11 ..-< / -. ..... ' ,. J .... l,UDlUnO:::>:::>y JOJ !9SUnO) ~J·~rr 7?? ~sa 5!41 U! UO!.l .J.lS·!P JadoJd au!WJd<,l.ap Ol palsanbaJ All np:::>a s.aJ S! .lJnO) a4.l .· J .. The First & Final Account of Alexander Mcilvaine, Executor of the Estate of MARY E. WILSON, deceased, late of Washington, Washington County, Pennsylvania. The Accountant is charged as follows: --------------------------------------------------------------- To amount of Inventory & Appraisement $17,519.60 Dividends on Lone Star Gas Co. Stock 176.40 Dividends on Observer Publishing Co. Stock 18.00 Interest on Savings Account - First Federal Savings & Loan Ass'n of Wash. 118.75 Total Assets of Estate ............... $17,832.75 Total Credits Claimed ............... . 3,259.44 Balance Due Estate ........... 14,573.31 7/1/69 7/1/69 9/2/69 9/2/69 9/2/69 9/30/69 11/14/69 The Accountant claims credits out of the assets of said Estate, as follows: ---------------------------------------------------------------- Russell Marino, Reg. Observer Pub. Co. Wash. County Reports Russell Marino, Reg. Russell Marino, Reg. Mary L. Francis Piatt Funeral Home Washington Manor Washington Hospital Herd Drug Stor!2S Russell Marino, Agent Dr. Grant E. Hess First U. P. Church of Wash. Alexander Mcilvaine Russell Marino, Reg. Letters Testamentary Executor's Notice Executor's Notice Short Certificates Filing Inventory Notary Fees Funeral Expenses Bal. on account Bal. on account Bal. on account a/c Trans. Inh. Tax Bal. on account Bal. on pledge Reimbursement for funds advanced during dece- dent's last illness (utilities, rent, hospitalization, etc.) Filing Account $20.50 14.00 14.00 4.00 4.00 4.00 1,112.90 111.04 56.00 2.25 1,567.50 25.00 62.00 246.25 16.00 Total Credits ....•...... 3,259.44 - 2 - Observer -Reporter. WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News.paper Advertising Act of 16 May, 1929, P. L. 1784, as amended. Commonwealth of Pennsylvania, County of Washington, SS: .........•.. Personally ap·peared before file, a Notary Public in and for said County and State, ....... Ri..~.h.9-.!4 .... S..!'! .... Q.Q~'I!.~P. ................. , who being duly s•worn according to law, deposes and says tha;t he is the .... Secr.e.tar.y ............ . of the Obs,erver Publishing Company, a Benns·ylvania corporation, and its agent in this behalf; that the said Company is the owner and publisher of the Observer-Reporter, succ:e-ssor to The Washington Observer, established Se.ptembe'r 18, 1871, and The Washington Reporter, established August 15, 1808, a daily newspape.r of general cir•culation, printed and publis:hed and havirrg its place of busines'S· at Washington, Washington County, P'enrrsyl- vania, where it or its predecessors have been established and published continuousiy for more than six months· prior to the publication of the notice hereto at:tached; tha;t the printed notice or advertisement hereto attached is a ·copy of an official advertisement, official notice, legal noti.ce or legal advertisement, exactly a:s printed or published in the ObEierver-Reporter in its regulaT editions on the following date or dates; ........................................... . .......................... J.1UJ.e .... J.8 .. , ..... 2.5 .... ?.P..9. .... .JJJ.lY. .... Z., ..... l.9.f?.2 ......................... .. that neither true affiant nor the Observer Publishing Company is interes~ed in •ne subject matter of said notice or advertising and that all of the aUega- tioJ.Ls' of this affidavit as to the tim~, pl e and chzra e~yr; pubJiocation are tru•e. ' '../ .............. -. .. ... ... -... ···""'.. -.... ~~..-.... Sworn to and subscribed before me this .. !·····-~ of .. !~~.Y ... J.9..f?.9 ~~~~~~;,~ WASHii~li fOil, WASHINGTON COUNTY MY CQr,i/11/SSION EXPIRES MAY 6, 1972_ 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. S, paragraphs ( S) and ( 25). CouNTY oF WASHINGTON} SS. STATE OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiaJl legal periodical for said Washington County, published weekly 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: ........... J.un.e .... l.9.., ..... Z..6 .. ,. .... l.9..6.9. ................................... . ........... J.1dlY .... ;?.., .... J.2.9.2 ..................................................... . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time, place and character of the publication are true. Sworn to ..... 3.x:d_:;;·-jay of .......... : ..... Jul:v, ....................... , 19 .... 6.9. ....... . -----~-~~&""" KATHERINE C. YARD, Notary P!Jblic Washington, Washington Co., Pa. My Commission Expires November 1, 1969 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 ther€to to make payment without delay and to those having claims or demands to presf1: them for settlement to the Executors ~r Administrators or their Attorneys. • • • • • • • • • • • • • • • • • ,- IWILSON, MARY E., Dec'd. 1 Late of Washington, Washington I County, Penna. Executor: Alexander Mcilvaine, 33 W. 1 Beau St., Washington, Pa. 15301 ~Attorney: Alexander Mcilvaine, 33 W. 1 • Beau St., Washington. Pa. 15301 ~------· ~ ------ ------------------------------------------------------------------------ 1Jn tqr ®rpqans' <tLnurt nf llasl1ingtnn C!tnuntu In the matter of the Audit of Account in Estate of ____ MA_R_Y_E_. _W_I_L_S_O_N_..:._, -----/ No. 63-,69-721 , 19 __ , A.A. Deceased TO THE AUDITING JUDGE: Enter ___ ~m~y,_ _____ appearance for _______ _,A~c...!>co<.!o>L~.uun..u.t..soaun..u.t~---------------- 17th day of ____ _:Ma=~r..!::c~h~ _____ ,, 19_1Q_ N. B.-Counsel shall, by separate paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regar.d. j No. 63,-69-721 , 19 __ , A.A. In re Audit of Account in Estate of MARY E. WILSON, Deceased AUDIT Jrarripr fnr 1\ppraraurr FOR Accountant ... --• J t -..;::-----. --:::0 <:::) l> rn :::o (f) r.'">. c ;;o. -~· ::c-cn -c t -(f) r I") ::::C z 4 ;:., '*'l r:;·y r n r-~. -1 ;::n ;--;:::::) r-:1 0 ~. ·--... ~-1:" ::= ....... -r'1 =r o~.:::: t..O 0:_::_ rz -oro f",J l>(.f) -..; Alexander Mcilvaine Attorney ~2 ;. Form RCC-33 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF WASHINGTON IMPORTANT: This return must be completed in detail and filed in duplicate, ·with will attached, with the· Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of ____ the _InlJ.E!ri t~nce --~n!f.E_~ t!lte _Ta_x A,ct of 1~91.) ------·:=~--~~!~~~~~i~::: __ ------};::u:v;: OF Late of ...................................... W~~.h.~~g-~~.!1: .................................................... County ~ State of ................. J.:>~~$.X:r.:.YANY.\ ......................................... :.} . . . WASHINGTON ss. County of ..................................................................................................................... . ALEXANDER MciLVAINE .............. Executor of the estate of the above-named decedent being duly sworn, deposeS and sayS Decedent · dJed ................. . June ~lay) .... : ........ , 19 .. ~~~} ..... ,{;;;;_~aving a last will, copy of which is hereto attached, } (Month) Name and add~ess of attorney or} other authorized representative to .. · whom all correspondence should be mailed. Al~~apci~:t:" ~<:J.Jy~;i.P.:~., .... At~.Q .. :t;:rley _ _ ... ........... . ... . .......................................... . :3:3 VJ'.Bec:i\l $t:J:e~t:,_Wc:i~h;i.:rlg~()p., Pa. That as such ....... ~~.e.~u.to.r. ................ deponent is familiar with the affairs of said estate and the property con- < J•:x.,r.u tor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER UiSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX NONE THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules ___ of this return, with the exception of the following, for the reasons hereinafter set forth: That Sc.hedule A attac}).ed hereto and made part hereof sets forth full v and in'·detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal Property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or ~·in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case or savings banks, and to the date of dece~ent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other e~idence of in- . -. v .. J debtedness of the United States to the decedent; all obligatior.s, whether by statute or agreemr~~ they,, are designated as tax free, of the United States, or any state, or political subdivision thereor, or of', \.-f i \ any foreign ·country, which are owned at the time of death; all wearing apparel, jewelry, silverwar~; \pic- tures, books, works of art, household fUrniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated market value thereof; all bonds and mortga~es held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated rair market value be less than the face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued inte.-est thereon to the date of dece- dent's death and other investment securities owned by the decedent ~t the time of death, with the market value thereof at such time. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the· date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted,· It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of de"ath. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the 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 indiv.idually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, 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 exemption, where applicable; costs of administration of this estate; counsel.fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of .. . ' death; taxes accrued charge.able for period prior to decedent's death (except. those allowed under Section . 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Registerof Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", ·and "F" as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ............................... .. ........ ?.?.~t-=J/1/ :;day of : Jl!!!\.!!lp-· 19.7Jl;··--------~---4fa~~ Washington, W~hington County, Penna. My Commission Expires April 1, 1972 Q~A-~ (Executor-~~ ,,,,,,,~.~ ..... ~.~ ....... ~.~~Y. ..... ?..t..;£~.~.t ...................................... -.. ·-·-·· (Street Number) .. .... W.?..§J:rLng.t.Pn.,. ..... r..9 ............. 1.5.3.0.1. ............................... . (City or Town and State) NOTE: Before signing affidavit make sure all blank spaees in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets i~clude rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership. or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. RCC-34 (1-114) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together with DEPARTMENT a general description of the property, with a reference .to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this spoce) to be listed on Schedule "F" and must not be deducted from this schedule. N 0 N E Insert this total opposite "real property", Schedule ''A" in the X X X X X N 0 N E "As Reported" column on the last page of this return. BCC-35 COMMONWEALTH OF PENNSY~VANIA. TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . . stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate or or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. -----r-----·----------------------------------------------------------------~--------~--------------------~----------------- Item NO• ITEM UNIT ESTIMATED DEPARTMENT VALUATION (Do not write in this space) List and describe fully VALUE MARKET VALUE 1 Cash on hand 2 Checking Acct -Pgh. National Bank 3 Savings Acct -First Fed S & L of Wash. 4 Robert D. Vance Agency -Refund on ins.pr~m. 5 West Penn Power -Refund on elec. bill 6 Col. Gas of Pa. -Refund on gas bill 7 Wash. Manor -Refund on final bill 8 Blue Cross of W.Pa. -Refund on prem. 9 2 sh Geo. Wash.Hotel Corp.,Cap. Stock 10 10 210 sh Lone Star Gas Co., Com.Stock 21-3/4 11 3 sh Observer Pub. Co., Cap. Stock 480 12 Soe. See. Admn. Ltmlp Swn Death Payment 13 Continental Casualty Co.-Payment on med.policy 14 $400.-2 East 6lst St. Corp.(Hotel Pierre~ ) 25-yr, 5% Inc.Debenture,due 6/1/57 ) 1 sh-2 East 6lst St. Corp.(Hotel Pierre~ ) Class A Stock ) 4 sh-2 East 6lst St. Corp.(Hotel Pierre~ ) Class B Stock ) 15 Lady's diamond ring Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. X X $20 .23>~ 664.75 10,000.00 6.00 1.73 2.82 35.37 5.20J/ 20.00 4,567.50 1,440.00 400.00 1.00 I 100 . 00 tljf .rJid ~/11 ,_,1 17,519.60 /Y);-? 4,/bo' ~we-36 CQ\f'lfON'I'EALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "C" TR.ANSFEilS ~~SIDENT DECEDENT ( 1) (2) (3) Did decedent, within two years of death, make any transfer of any material part of Q.is estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) ~0 Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) No If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer _____ _ (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) No (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) ________ _ (b) What was the transferee's age at time of decedent's death? ________ __ (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) No (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) No (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others ____________________________________ ~--------- (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) No (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was sub,ject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) No (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) _________ __ NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based, NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION N 0 N E Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) NONE DEPT. VALUATION (Dept. Only) R,CC-38 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisition, Name l Address and Relationship of Co-Owners, and Place of Record of Instrument, where Real Estate. ! NONE Unit Value percentage Share Estate Valuation Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest RCC-37 (12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES (State full names and addresses of all who have an interest, vested, contingent or other wise, in estate) SARA MciLVAINE 150 Wilmont Ave. Washington, Pa. 15301 ELIZABETH COOPER 300 E. Roval Palm Roac Boca Raton Fla. 334' EMSIE MciLVAINE 100 Wilmont Ave. Washington. Pa. 15301 BILL COOPER 300 E. Royal Palm Roac Boca Raton, Fla. 3343~ ALEXANDER MciLVAINE 33 w. Beau Street Washington, Pa. 15301 ' .. SCHEDULE "D" 1'~'\ BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH none yes over 21 1/5 niece yes over 21 1/5 2 none yes over 21 1/5 none yes over 21 1/5 neohew ves over 21 115 Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE llo.c Will t aooxt~K ~ 63 -69 -721 No ................... Year .......... .. P.J THE ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY E. WILSON Deceased Late of .. Washington . County of .. W.gsl1ii1gt:()11 . Commonwealth of Pennsylvania REPORT AND APPRAISAL "vd ··oo N10l.~)NIHSVtv\ STlJ!A .:10 o:H~;!~JH orm.!\'.1 ·n.:E snu !', ~ 2 £ Wd 9 2 HUr OL 'a.,-J ~ ... :J .J f . .J (Executor-Administrator must complete "As Reported" column #1.) C1 '"I 0 til til ...., ll:> ;..: ll:> C" ~ trl til t"+ ll:> ..... (!) -oo-oo~ =..-.. ......... : ~ :V1 =..-. :1..0 . 0\ 0 ...., '"0 !::0 '"I (!) (!) ll:> ..., e:.. ::s til til 0 (b' ::s '"0 '"I e:.. '"I til 0 '"0 "0 (!) '"I '"I 0 ~ "0 (!) '"I t"+ '< 00 c:: ~ ~ > !::0 w 00 00 to<! () () ?" ?" ?" q ~ > • -.._, -oo-oo-oo . ...... :z : ....... :z > :o :.. :o til '::i : V1 : ::i !::0-:ro ;...,.. =ro .g -;\.0 0- :. "'1 0\. c; •o. c.. -oo-oo~-oo-oo-oo > ;J: 0 ~-~1-V ..,_ 2. ::I ~ c.. Form RC C ·lC· , 63-Cf-7~1 DEDUCTIONS ALLOWED IN / OFFIC~ UF T~k: THE SUM OF ............ $!.~ ~~~ <( 7 REGISTER OF WILLS OF __ W.:..:.=..:A:=S-=.:H::..:I::;;N.:...::G::..:T:...;O::..:N:.:....__ COUNTY STATEMENT OF DEBTS AND DEDUCTIONS AND AGENT OF THE COMMONWEALTH ESTATE oF -~MAR=.:..:Y:........:E=-=-. _W..:..:..::I:;::L:;::S;_;O:....:N'-----LATE oF ___ ..:..:W~a:.:s:.:h.:.:i::n::.:Jg=t.:::o.:.:n=------------- DATE OF FiLING APPRAISEMENT _J=a.:.:n:..!'---~1~9~7~0:.,__DATii OF DEATH __ .....,:J::..;U:n=e.....:4~,L...-:1::..:9::....6;:.9~---- DATE NO. OF' NAM&: OF PAYEE REMARKS AMOUNT ! VOUCH..-" Russell Marino, Reg. Letters Testamentary 20 50 Observer Pub. Co. Executor's Notice 14 00 Wash. County Reports Executor's Notice 14 00 Russell Marino, Reg. Short Certificates 4 00 Russell Marino, Reg. Filing Inventory 4 00 Mary L. Francis Notary Fees 4 00 7/1 69 Piatt Funeral Home Funeral Expenses 1,112 90 7/1 69 Washington Manor Bal. on account 111 04 9/2 69 Washington Hospital Bal. on account 56 00 9/2 69 Herd Drug Stores Bal. on account 2 25 9/2 69 -Kus s e .1.. .1.. l'ld. .L ~uv , .nc. C.Ll\ .. I ..... -T .• 1... "'----l .. ;-5b+ -W· ..., .... _ _.. . 9/3( /69 Dr. Grant E. Hess Bal. on account 25 00 11/V /69 First U.P. Church of Wash. Bal. on pledge 62 00 Alexander Mcilvaine Remmbursement for funds - tdvanciy duriyij c1cecent's ast ~ ness t~ ~t~es, rent ,hospitalization, etc.) 246 25 I I Russell Marino, Reg. Filing Account -16 00 ---·-- Total _':t~9 .-4/J,w Q .J_ I~ .. J .1 ~ .td ~v-~ "'"Q • k::!k'j~ .#~-A St 5~ ~ {Y~ Co/~), U' /YJ'-~3 l~)~v'~~ "'! ~ (J. COMMONWEALTH OF PENNSYLVANIA } WASHINGTON ss: COUNTY OF-----=-~:...._ ___ _ 1, ALEXANDER Me ILVAINE HEREBY CERTIFY. THAT. TO THE BEaT OF lloiY I<NOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' •o•m•m•,.o• oue••mo TO THE mAn o• MARY E~ "''"''""'· •• o<DuGT•o•• •o• INHERITANCE TAX PURPOSES. . ~ C7 1 26h ~~ OWORH AHO 8UBOCR, .. O B"OR' ~ t DAY 0<' . ~9 0 ' L ---=:--oary~ Washin~~hington County, Penna. My Commission Expires April 1, 1972 0-Q - - ., ,• .. ·I ... c Lu ') .-,( ._,_. ,-, ' . '. R C C-8 I (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REP'ER TO 37-231-8 NOTICE OF FILING OF APPRAISEMENT ALEXANDER MciLVAINE (Executor~~~- In Re: Estate of _____ .:.;MAR:..:·:.:....::Y __ E..:..•_WI--LSO=---:..:N:..:.. ------- _____ .:.:.WAS=H.::l::..:NG:.::.T.=..;O::..:N::.._ ____ County -File No. 6.3-69-721 Dear Mr. Mollva.inet You are hereby notified that the o.rig1nal appraisement in the estate of Mary E. Wilson has been filed in the office of t~e Register of Wills qf Washington County on February 4 , 19_!?. Said appraisement reflects the following valuations: Real Estate ------:-=_,.,...,...._,..., __ _ Personal Property _____ l~7~,_2_64~·-60 ___ __ Transfers ______________ ~~~------ Total -----------1::...7'"'"'~2_64.......:...;•::...60 ____ _ 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 ______ F_e_b_rua_r~y~4~•-l~97~0 ___ _ Signed _:;_(LJ~~~~~==~ i R Title DATE Ql<' DEATH: June 41 1969 Note: This is not a bill. P,C~-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of WILSON (Last Name) MARY (First Name) E. DATE OF DEATH 6-4-69 FILE NO. 63-69-721 (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated C/2-04-70 =------~06~--0-4--~6~9-------- REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED 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 $ annuities . . . . . . . . . . . . . . . . . . . $ 17,264 60 17,264 60 ESTATE TAX ASSESSMENTS $ ______ -J..__ $ 17 ,26~ 6U 17 ,26~ 60 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $-----------4--2% Tax on $-----------4--6% Tax on $-----------4--5% Tax on $ _ 10$.._ Tax on $ ruo/a,) $ _______ 4--- $ ________ -1--- $-------4---$ __________ -4---- $ ________ 4--- $ ____________ ~ __ Exemptions * Total Estate --------1--- TOTAL TAX $-------...1.---- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=====~== BALANCE $------+--- Less 5% of tax if paid within 3 months after death $========= 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 ----------~'0------ $---------~---- $----------~--- TOTAL TAX BALANCE $ ---------+---- pAID $ ------------'---- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ~ No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY E. WILSON Deceased Late of .. . JVA$HJ:r-JGJ'().N County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ·• ' I Fonn RCC-2 COMMONWEAI4TH OF PENNSYLVANIA DATE ............... ~ ... .f..~Q .. ~ ...... 4.L .... +9..7Q .. DE.:ARTMENT OF REVENUE BUREAU OF COUN'fY COLLECTIONS RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY ........................ W.§:.§.h.~_ng~.QP. .............................. . # HARRISBURG, PENNA. 1 7 1 2 7 FILE NO. . ............................. 9.J..::.Q.9..::7.?J .............................. . Whereas, ........................................... Mar..y: ... E ........ Wi.J~<?.n ......................................................... late of ...................................... W.a.~h..i.Dgt.Qn .................................... . in the County of Washi~ton Commonwealth of Pennsylvania having died on ........................................................................................................................................ ' the ....... ............................. 4 .... t.h ............................................ day of June 69 seized and possessed of an estate . .............................................................................. 19 ......... , subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................... W.!.R.~ .... G.h.?P:~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 inheritance taxes at the lawful collateral rate on any such future interest. expressly reserves the right to appraise and assess transfer Unit Appraisement Description of A net Values Made for Inheritance Tax Purpoaea $ PERSONALTY: See COQ;y of Schedule II A II attached to appraisement 17,264 60 M--- Total 17,264 6Gl form~•!;;:hbl:: ~:~~w~~~~£ ~~· ~:; o~·~~~":?~n.ti~~~~;(' Appraiser . [iJ:::zr.~·i···········································~~:. I Poat OtBee I I WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARY E. WILSON Deceased. Late of ... W.A~H.I..~.'I'9.N. .................................................... . Date of Death, ........ .J.lJ.l.l.E;l .... 4.J .. J::9.~9 ............................... . Appraisemellt Docket Vol., ................ .3.7 ............................. . Page, .......... ?.:?..+~-~ ................ No .. ~?.::.~9.::7.?J..: .............. . Filed in Register's Office, .. f..E?l::?P\l.<:l..:r:'Y .... 4 .... J97..0 ... . Amount of tax dtte, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, ' ;