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HomeMy WebLinkAboutOC1969-0797 - ESTATE OF LAFFEYPETITION SU R AU DIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J Estate of.....M~u:gaA_e.:t.__T~.Y..:L.9.A L~~t_e.y.-,.--~.I~ja.-- _._.....__...~~.~g~~~~J __~..:_..~~_~~~_y.._.__. . Deceased No.J~~_':"_~~:::'J..f).7..------.&xixx Fiduciary An.._n..__a_r.Q_c.K_.L~_f.t.e..y.-,.-----------_ Executrix............- -- -_--_.----_.---------__._-. Date of Date of Decedent's death .c!~E:~!?I .~_~_~~. ..Grant of Le!tters '!~~X ~_~_._~~_~~.__.---_ This is the :f.~.~~_1:~.~~¥._~.~~_t ___..._.__.account filed in this estate If there have been former accounts filed in this estate,list file number or number and term . . _ None Election to take Under or Against will.(cross out one) Date Election Place of; Filed .._.______________Record . . _ N f . .Noneame0survIvingspouse. . . . . . .. . . List issue,where material: Did decedent marry after execution of will?(indicate)~x No.Any children born after execution of will?{indicate} )t~No.If answer yes,name them ,. .._.~. .__.__.__...__._.__.._. .__._" Daughter-in-law Residue Leg,atees Michelle Laffey Ann Brock Laffey Relationship Granddaughter Interest $1,000.00 Fiduciary,if deceased or not sui juris None List,if exceptions to above: None If partial intestacy,give facts: None Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any ~xception give cause:~~_~~...._...._._._. File copy of Notice and date of mailing._....Cnpy a.t:t.aQb.~9.!M:~~!.~~~_~~~?~~.?!.~~.?~.~-,",,".-.,-,.,-., Is estate subject to the filing of a Federal Estate Tax Return?~~.~: _ - ---.--. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $2.5.0.•.00 _.__. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant _ _ . None Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the.claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: Michelle Laffey born January 6,1956.Pay her $1,000.00 legacy to her mother,Ann Brock Laffey,per paragraph 3 of the Will. 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: Total additional credits (Subtract) Balance for distribution $..~!.~.~~.~.~~...•............ $_._.._~. $. $..~.~.~~~.~.~.?. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Cash. ~~-.~} I ~:I If Family Exemption claimed by Petition,give place of Record:~?~.~_ _..____. _.__. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.None _ . 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: $1,000.00 to Ann Brock Laffey,mother,for Michelle Laffey,a minor, per paragraph 3 of the Will;balance to Ann Brock Laffey per paragraph 4 of the Will. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly _swo..rn doth depose and say that the facts set forth in the foregoing petition are true to the best oL ~.~!.._knowledge and belief. .SW.Qr.n._to and subscribed before me thisJ:1.th.day of ~~.g~~J~19 ?~.· ~'-~/p).Signature of Officer.0 I.~.cx....~ Title of Officer lOlJI.st.I.:..-CARSON•.NOTARY..P.UBllC . WASHINGTON,WASHINGTON CO.,PA. Office expires.······M¥·OeMM~&SWN·tx.P-IRES·SEP.t•.l5,.1.97.3.... And your petitioner will ever pray,etc. .~.~.#. •~'!','!'.. ONI~J\/t:~'~j'~l]SSnH 'Vd "OJ NOJ.:JNIHSV/,\ SlllM .:10 l:L3JSI53lJ t'..... ~ .~ No....6.3:-:.69::'.19.7.___~ Estate of...~~.Q~~T_.:.r-~ThQ~._~~¥.r~X.1 a:!.~!.~~~Q~~:.r-..~.!~~IT~.¥.. Deceased Fiduciary ~~~..~.~~~~.:f.¥.~x.l.._ _ Executrix PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:po rag ra ph b-c;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. 1O.Copy of Federa I Estate Tax return if es- tate is subject thereto. ..............8AMUEL...GOLD.F.ARB . Attorney ~2 hO 2 \·jd ,.C''"IJ j 2 lJO OL ..4...., ,' ESTATE of MARGARET TAYLOR LAFFEY,a/k/a MARGARET T.LAFFEY,Deceased IN THE COMMON PLEAS ORPHANS'COURT OF WASHINGTON COUNTY, PENNSYLVANIA 63-69-797 NO.xofxll9cxx~JtxXxx NOTICE OF ACCOUNT AND AUDIT You are hereby notified that the fiduciary,whose name appears below,has filed an account as such in the Office of the Clerk of the Orphans'Court and Register of Wills for Washington County,Pennsylvania,at the above number and tenn,and that the same will be called and presented for audit before said Court in the Court House, Washington,Pennsylvania,during the week beginning September 14 ,1970•. Ann Brock Laffey Executrix SAMUEL GOLDFARB ATTORNEY FOR ESTATE 514 WASHINGTON TRUST BUILDING WASHINGTON.PENNSYLVANIA 15301 ....-.. '70 f1''''?IjuLIc RUSSFLL ;1;\HINO REGiSTEI\OF WillS WASHINGTON CO .•PA. IN THE COUR T OF COMMON PLEAS OF WASHINGTON COUNTYI PENNA. J---,..---11"----------------------....,..------.;.------~---I Or._j" ""'""1....- ORPHANS'COURT DIVISION Laffey,deceas ed.The Executrix is Ann Brock Laffey and the attornE y is Samuel Goldfarb.Mr.Goldfarb? MARGARET TAYLOR LAFFEYI No.797 of 1969 ) ) ) ) a/k/a ) ) ) ) ) Number 797 of 1969,the estate of Margaret TaiYlcr HEAR ING ON AUDIT Thursday,September 17,1970,at 10:00 o'clock A.M'I EDST. THE HONORABLE P.VINCENT MARINOI Judge of the said Court~ SAMUEL GOLDFARB,ESQ'I of Washington,Pa. representing the Accountant. ESTATE OF IN RE: ~MARGARET T.LAFFEYI ~.I~Deceased.zzIIIII. ig C'ZX UI BEFORE:~ ~ 0::I-UI Q APPEARANCES: .J0( UQ ::l"'I :I:5 TIME: vi0::~0::oII.~THE COURT: I-0::::loo .J0( Uii:II.o Ie :, MR.GOLDFARB:May it please'the Court,I have here the Audit Petition,together with the necessary attached exhibits.There are no creditors or unpaid claims of any kind to our knowledge.There are no com plications.The balance is cash.Under the will $1,000 has been bequeathed to a grariddaughter with a specific provision thct if she is a minor it is to be paid to her mother for her until she becomes THE COURT: MR.GOLDFARB: 2 Is she a minor? Yes,'she is 14 years of age.Her birthdate is set orth in here.Her mother is the residuary beneficiary of this estate and a so the accountant.And there are no complications.e ~z~....>-VIZZbIII. ieCIzxVI 0(~ J'tiii:I- t.VI,Qe....0( UQ :::I., ~III THE COURT: decedent's estate? THE COURT: Court ). Is there anyone else in Court interested in this (NO RESPONSE ) The audit of this account is ordered closed by the ( AUDIT CLOSED) ••...Ulat .tIl'"et)Pl U •COnetU 'N,CJttpt ffil th ••me. -"""':c"I-at~~~ TiM I........1'-':01'4 .,..PI>.....ac.lifJOl1 lb.Ileartuc of &h. ,. t ;, "j 1" ..l..'_ C'~'-,cL•.1 LU ~",n rJ)<t00_I 0--"';"".-J.-<-7~".-....,...C;So 0-J..--~......,.-a..,.':"--')ZC} -,~~;..\....... l.ll ,~ C'-.u..J i":":A:::c./;tJ)-~,-_..<on -'-\-);:::1 (.!>if)c.)u::UJ <: Q c:::~ r-.. .~ ,> 'f , e ."':.J.,(".'-." .; '. .,..-_.t!.~(,f ..""'.,;--t~.l ...·/ J ~ -" J , ~:~',j -'••If ;';' J In t1]t QI.um uf QI.ummnn Jltns of IIns~ingtnn QI.uunty. 'rnnsylnnnin..~rp~nns'QI.um 13ittisinn ESTATE OF No.__-=6:.:::3::....-..=.6...:.9_-7~9~7 _ Margaret Taylor Laffey a/k/a First and FinalInthematterofthe,_ Margaret T.Laffey,Account of__A_n_n_B_r_o_c_k_L_a_f_f_e...::y~-_ deceased.Executrix $4.398.92 SCHEDULE OF DISTRIBUTION Balance per account _ ADJUDICATION AND DECREE And now Oc tober ~/,19~,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the galance for distribution in Ifhe hands of the Accountant is determined to be $'1,39 .92 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. $3,353.32 $4,398.92 $4,381.42 oE.Z31910, P&../1.So dd 'i--'~~-~'t1C. 17.50 1000,00 Balance:_ Michelle Laffey,granddaughter~a minor,funds to be deposited in the Commercd.al Bank and Trust Company,at Washington,Penna.,at inter- est,with neither the principal nor the interes accruing thereon to be withdrawn until the mino reaches the age of 21 years,or upon further order of the Court,lega.cy, Deduct Clerk's Costs &Receipt...s _ Attorney Samuel Goldfarb Russell Marino,Agent,transfer inheritance tax,$27.89 Interest from 9-15-70 to 10-30-70 .21 Ann Brock Laffey,da.ughter-in-lsw,resi:dde,3353.32 No balance ~e::;,C,l)«0z -l 0- l'..; _l--c:--0 :c ~~-0 ~.0-...""..4- !~ 0 :z 0-0:'}- T.u ''tl ~J (:J ~l-:z ~- /J)<J)-__.J c....;l tiJ -.:.r:: c:;:l :::J (.')<J) a::w <! c:::>c::>:ro-..,) 0 , 0, r' 0 ~ ....~~ (:::s Z g --to ? ~. 8'c :r ~at (l) 0 a 3 Mt ....0 Q.........@' a ., 0 er .... --to =: :r (l) ta~ S~~~~ ,)" ,, IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS'COURT DIVISION J ESTATE OF MARGARET TAYLOR LAFFEY, ALSO KNOWN AS MARGARET T. LAFFEY,DECEASED ) ) ) ) ) ) ) NO.63-69-797 R E C E I P T KNOW ALL MEN BY THESE PRESENTS,that I,ANN BROCK LAFFEY, do hereby acknowledge to have received from Ann Brock Laffey, Executrix of the estate of Margaret Taylor Laffey,also know.n as Margaret T.Laffey,deceased,the sum of $3,353.32,in full of the amount awarded me under the Decree of the Orphans'Court of Wash- ington County,Pennsylvania in the above estate dated October 21, 1970. 1970. WITNESS my hand and seal this I;;t,P day of --1-_-, Witnessed: - R E C E I P T KNOW ALL MEN BY THESE PRESENTS,that the undersigned does hereby acknowledge to have received from Ann Brock Laffey, ~xecutrix of the estate of Margaret Taylor Laffey,also known as Margaret T.Laffey,deceased,the sum of $1,000.00 for the legacy awarded Michelle Laffey,granddaughter,a minor,under the terms and provisions of the Adjudication and Decree and Schedule of Distribution in the above estate dated October 21,1970. COMMERCIAL BANK AND TRUST COMPANY, at Washington,Penna.' '-- Form No.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 18,1981,/ EFFECTIVE JANUARY 1,1982,(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)..,( OFFICE OF THE REGISTER OF WILLS County of ..YlASJUNQ'l'ON . A B k L ffe 450 Allison Avenue...~~~?~~"!('of ·Washi.ngton;..Pa·.·..J.·530·1 . (Name)(Address) being duly ~_WQX_~.according to law,deposes and says tha~e is the ~_~~_~~J~!_~._ (Exec.,Adm.,Legatee,E,c.) Margaret Taylor Laffey,a/k/a 510 Jefferson Avenue of the estate of--Ma);'-o:-ar-et.---l'-.---La.f-f-eu--------------whose last residence was ----------------------------------(------)-----------------------"0 iT (No.)Street W_~~!}J~_g~~_~.deceased,and that the whole of the estate of said decedent,who died c!~!?:~(_D--~)~-!--}~~~9 (CitY,Borough or Township)ate consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES A~m RELATIONSHIP OF OTHER OWNERS, Real Estate EstimatedValue None • . Personal Property Savings Account.Mellon Bank.•.Washington ,Pa.office 6.312.25 Prudential Insurance Company,life insurance proceeds 370.07~~-Vi,--- ,, /btL t /;f~·J ~ 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 m~t be signed by a responsible officer of the financial institution or mortgage holder and indicate clearl amounts of principal and interest in the decedent's account at the date of death and the type of acco .t,account number and the exact name or names in which the account is registered.. , Jointly H~lg Property Estimated Value.:-""..,". None ,..--.....-- - Transfers within TWO YEARS Prior to Death None That at the time of death there was no safe deposit box registered ih 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 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 None - 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 BENEFICIARYaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Michelle Laffey :iranddaughter Yes Specific Ann Brock Laffey 'laU~1l L.e;r;"-~Il-Yes Residuelaw - L-- -~---.----~--~--.., $Funeral expenses paid ·~""ESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMEDJII~-• NOTI;List first five items in the spaces so p;ovided,observe notations thereon,and instruction~. ...-.........DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN..-------=-=-=-:::..:::-=..::=:..::::..--'--.---'-~--=.c..::.=.=-=-=--"----':;..::.c:..::..::....-------r--...:....::--.-----miKEGISTERONLY $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees .. Fiduciary commission • OTHER DEBTS AND CLAIMS (.)See Note below (1'0 BE FILED AT LAT-ER lMTE) Total (City or Town and State) Washington,Pa. .~~.. .4.50..Allisotl..Avetlue·. (Street Number) Subscribed and swom to before me this . ~, ........../~..~day of ..~.,19 . .~.dCJ~()N"'NEH~R~.PUBLIC LOUISE..u'~IGTON CO PA. ,WASHINGTON,W/\Snl""i5 1973"'cS'-'~!r.xPiRF::l SE.PT., Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi-debt is greater or less than the estimated amount claimed and allowed. Having been duly sworJl",according to law,I dfterebY certi~that the above appraisement is m9de in conformity with law on this ...............00.::J-!I:-...dayOf ~jtJ :I7 ,19.~../7 t .........../C...................~~..~... Appr er In the event that any future interest in this estate is transfel'l'ed in possession 01'enjoyment to collateral irs of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF TIP.¥EGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for/~~County,Pennsylvania,do respectfully report that I have allowed debts and 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 said schedule above,which greater or lesser amount represents the sum allowed as a deduction. Dated:'. Register of Wills Fonn No.RCC-62 (12-66) ~ \~ Will Administration INo...77z...Year .19.1 IN THE "- -,-~ \ Il, MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARGARET TAYLOR LAFFEY,a/k/a MARGARET T.LAFFEY Deceased Late of City of Washington ....'O'O'O'O'O 'O 'O 'O 'O ..'O'O .. County of Washington ..'O'O ..'O ..'O'O .".'O 'O ..'O .. Commonwealth of Pennsylvania REPORT AND APPRAISAL '> ...... '.-.} :H4 SAMUEL GOLDFARB ATTORNEY AT LAW Washington Trust Washington,<"Pa..r , .'-','".-<;,C;..;:,~.. &l r:.........._• •~.:.-1::-.:.:. Bldg. I ~-:..::.~_..,. ,,~.,~ 2., .,-._.'v..,-.. \...).... - ~,., ~-"(--.:-- :---"-- .- RCC-S\(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ANN BROCK lAFFEY (Executor ~~e~~ IN YOUR REPLY PLEA8E RE,.ER TO 37-237-8 j In Re:Estate of ..:.;MAR=..:.;GAR=E::.;T:.......:T.:;.;A.::.YL..:.;o.:;.;R:.:......:LA=....:.F.:,.F.::.E,::.Y _ _____W.:..;.'A=S::.;H.::I:..:.N:..:.G..:.,T.::rn..:..-County -File No.63-69-797 Dear Mrs.Laffey: You are hereby notified that the original appraisement in the estate of Margaret Taylor Laffey has been filed in the office of the Register of Wills qf Washington County on December 30 ,19J22.Said appraisement reflects the following valuations: Real Estate _---'-_ Personal Property ~6~!~68~2~.3~2~__ Transfers .....,.........,......,....,......."...,_ Total ..,...-_6~,6~8:.:::2..:...3..:..:2:::.-__ 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. Dat e __-'D~e~c~e::!!m~b:.::::e.:!:..r_3.t...:O::::..;,l......::l"""9:..:::6:.L9 _Signed&LR CL~~2n~~ Title W.R.CHANEY~F APPRAISER .DATE OF DFA TH :June 15,1969 Note:This is not a bill. COMMONWEALTH OF PENNSYLVANIA TRANSF:ER INHERITANCE TAX RESIDENT DECEDENT SUMMARY estate of LAFFEY, (Last Name) MARGARET (First Name) T. (Initial) DATE OF DEATH 6-15-69 FILE NO.63-69-797 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the las t column to the right in Schedules "A","B", "C",and "E". Dated:=12=::--~3<...;o-,----,:,-6.L9 _ 06-15-69 N·~~?'-~fl<,INH~TAX APPRAISER 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 VALUE AS REAPPRAISED $-------+--6,682 32 6,682 32 $6.682 32 6,682 32 VALUE AS REPORTED VALUE AS APPRAISED $ 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 FOR USE OF REGISTER ONLY Tax on .~----------t--2% Taxon $~ Tax on $5% Tax on $10% Tax on $15% Exemptions II< Total Estate .4-__ TOTAL TAX COMPUTATION OF 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 ::::::::::~I==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $--J AMOUNT OF ESTATE TAX ASSESSED $----~L- Estate tax paid $----lL- BALANCE DUE $----JI_ Add interest at rate of 6%from t= ------Ito-----$-----~. TOTAL TAX BALANCE $-------1 PAID $...J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will t...No.AdmInIstration IN THE year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF MAR.GA.RET TAYLOR LAFFEY Deceased Late of .WASHING.TON..... County of...........v-IASHINGTON.. Commonwealth of Pennsylvania REPORT AND APPRAISAL \ ~ i. Form RCC-2 DEPARTMENT OF REVENUE BUREA.iTOF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA ,. RESIDENT INHERITANCE TAX APPRAISEMENT DATE P..~.9..~l:>..~.:r.:?9.1.~.?§.?,).. COUNTY ~~~.~~?~~.~~. FILE NO..~?:.§.?:?.??... Whereas,M?.r.g?.:r.~:t T?..Y.+.9..:r.~~J:f.E?.y.:late of ~~~~..~~~.??:. in the County of W.?:.~.h.:?::p.g:t.9.D:Commonwealth of Pennsylvania,having died on the }.?~~day of ~~~19..§~.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~.~.~.~9..~~.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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles I $ PERSONALTY: I SavinR:s Account •Mellon Bank,Washington,Pa.6,312.25 Prudential Ins.Co.,life insurance proceeds 370.07 6,682.32 6.682 32 Total 6,682 32 form~v:~hbl:e:::~h:.wO<lla~~gr.t~~.~~~e~~~::;l~an~:~~=~ia~t~~: ~;£:Ap 'Ber 7J.~~~~.;).~::: ·.......................vIASHINGT01iJ .County ...... RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARGARET TAYLOR LAFFEY..................................................................... Deceased. Late of .j'fASHINGTQN . Date of Death,J.un~15.,1..9f?9 ,. Appraisemel!t Docket Vol.,37 . Page,..23.7.~8 No 9.3:::..9.9~7.97 . Filed in Register's Office,..P.~9..El.JR.P.E3.r.:...?Q19....~9.. Amount of tax due $J •••••••••••••••••••••~••••••••••••••••••••••••••••••••••••••••••••••• DEPARTMENT OF REVENUE Received, Examined and Approved,;. Wrote abo.ut Appraisement,.. Appeal f1'O»!Appraisement,. Entered and charged,. ../ , \. r ...,-.,.. ---------------------------- OJommottUttu1t4 of ,tttttB111UUttiU,}55.lIus~tngto.C!lountg, KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid J on the 2nd day of July A.D.19 6~before me, Russell Mal'ino ,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 lind Testament of MARGAImT TAYLOR LAFFEY,also known as MARGARET T.LAFFEY, late of City of Washington in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly adm1tted to probate;and ANN B ROC K LAFFEY the Executor 1ll 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 ANN B ROC K LAFFEY committing unto her the administration of all and singu'lar 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 day of J u 1 y nine hundred and SJ i X t sec 0 n d in the year of our Lord one thousand n e• ..........................................................~.~~_. Register I"'.( 11lrttrrs Wtstamrutary ESTATE OF MARGARET TAYLOR IAFFEY aka ···_····_·······MAR"GARET-···T··~····LAFFEY·;················. DECEASED •..-_____--__. ~2 .. ":". II !I //J/"/ ,;. l·I I II I \I!! and I made.: set my hand and seal to this my 7/(day of 0/1:1-1965.!:"L......<...~..../, ·f (;!j1 I nominate,constitute and appoint my daughter-in-law, All the rest,residue and remainder of my estate,real I direct that all taxes that.may be assessed in conse- At the time of writing this Will,my son,Michael Laffey, I give and bequeath the sum of One Thousand ($1,000.00) I direct the payment out of my estate of the expenses 5. 4. 6. 3. 1. I,MARGARET TAYLOR LAFFEY,of the city of Washington, 2. LAST WILL AND T2STAMENT ATTORNE'(AT LAW ~~~ ·....SAMUEL GOLDFARB II Washington County,Pennsylvania,do hereby make my Last Will I Testament,and revoke all Wills by me at any time heretofore II of my illness and funeral. I Iilowes me the sum of $750.00,which I do not expect that he will I repay,and,therefore,I am making no provision for him in this I,Will. -il II:Dollars to my grandaughter,Michelle Laffey,of Washington, 1/II Pepnsylvania,her heirs and assigns forever,and if she is a. ijminOr,I direct that ,said amount be paid to her mother,Ann Brock II Laffey,for her,until said minor becomes of age.Said amount 'I may be used for maintenance,education,heal,th,and general I, 'II welfare of said Michelle Laffey. II III I ,and personal,I give,devise and bequeath to my daughter-in-law, I Ann Brock Laffey,of Washington,Pennsylvania,her heirs and II assigns forever.II II 11 quence of my death,of whatever nature and by whatever juris- 1"1' diction imposed,shall be paid frommy residuary estate as a Ii part of the expense of the administration of my estate. I ~I! II Ann Brock Laffey,Executrix of this my Will,and I direct that II :1 she shall not be required to enter security in any jurisdiction IIil.in which she may act. II IN WITNESS Yllt'"EREOF I have I Last Will and Testament,this I I IIII ! ...- ...-... Signed,sealed,pUblished and declared by Margaret Taylor \ I' subscribed our names as witnesses.·j 1/,//()<//'"£I;,//,;;...'.>?:II~/j/.";::1.,.£...,. :1 I II [IIIIIL II 'IIIIiII III ..'.'.--...,..''1'-----------..__..'.- j, I! I II!I Laffey,the above named testatrix,as and for her Last Will and I.Testament,in the presence of us,~ho at her request,in h~r II presence,and in the presence of each other,all being present at !II.the same time,have hereunto I I I' ,I-'..'/"J Affibauit (@f 1fxrrutnr (@r Abmiuistratnr x ~tate af Jeltltaylnaltia.~ss: Cltaultty af Baa~ilt!ltalt \ Personally before me,the undersigned authority,a }!2.!~.;:Y.~e.1!.~..in and for said County and State,appeared ~~.~~.!:~.~.~~.~.~.~y.l"t.X who,being duly sworn according'to law,deposes and says that S he is the execut.XlXx!lb3mi§JltDxof the estate of ...Mar.gar.e.t T.a.y.lo.r La,ff.e.y a./.k/..a deceased,that the foregoing ~chedules con&titute aMargaretT.Laffey Margar~~Taylor Laffey, complete Inventory and appraisement of the real and personal estate of....Margare.t;/f ba:£.fe'Y , deceased,except real estate outside the Commonwealth of Pennsylvania;that toe 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..ilit5{of the decedent's death,based upon a just appraisement of each item made by the above named Execut8K'"~ Sworn and subscribed before me thiS.....!."'!!"!:..l /7'~ day of.....~19.6...r......~~~~::.J.-1.~~ LOUIS!:.L.L;r~Kj(;N.i~lhA·f(lr"Po·~·0~......................Executrix' WASHINGTON.WASHiNGTON CO.,PA.ADDITIONAL INSTRUCTIONS MY COMMISSltlW E~~~ffi:rylD;nlW8>e 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 .lIuututnrg nub "pprni.apmtut of the goods and chattels,rights and credits which Margaret Taylor Laffey,a/k/a were of..M.a.r.gar.e.t T La.t:f.e~Jate of C.i.t.y o.f W.a~.b.iXl.g,:t.Q.n . Washington County,Pa.,taken and made in conformity with the above affidavit. a/k/a PERSONAL PROPERTY: DOLLARS CENTS Savings Account,Mellon Bank,Washington,Pa.office Prudential Insurance Company,life insurance proceeds 6,312 25 370 0" 6,682 32 " 1;)50 ~.3-t 9-711 Inventory and Appraisement IN THE ESTATE OF MARGARET TAYLOR LAFFEY, a/k/a MARGARET T.LAFFEY Filed ,19 .. I ::01""11:A:lC)C-UJW(J) -lm1""11__ :::or- 0<"""rJ;t; ::E;:o rz '0c.n "....<'0UJ e;) orrto.-...J ::::2---'- r\S-l,.."1 l-'I .--.-i m o ~Df{r.yo-t~i/) SAMUEL GO!t>FARB ATTORNEY AT LAW 514 Washington Trust Bldg. Washington,Pa. " COURT OF COMMON PLEAS ORPHANS'COURT DIVISION FOR THE COUNTY OF WASHINGTON,PENNSYLVANIA IN THE ESTATE OF MARGARET TAYLOR ) LAFFEY,ALSO KNOWN AS MARGARET T'.)NO. LAFFEY,DECEASED .) The FIRST and FINAL ACCOUNT of Ann Brock Laffey,Executr x of the Estate of Margaret Taylor Laffey,also known as Margaret T. Laffey,late of the City of Washington,Washington County,Pennsyl vania. The Accountant is charged as follows: • Inventory The Accountant claims credits out of the assets of said estate as follows: Register of Wills,Letters and 1 Short Certificate Henry Siek,Will witness expense Washington County Reports,advertisement Letters Observer Publishing Co.,advertisement Letters Commonwealth of Pennsylvania,Certificates Abel Funeral Home,funeral Register of Wills,Short Certificate Register of Wills,filing Inventory Washington Hospital,last illness Ambulance &Chair Service,ambulance Dr.Bernard Berman,last illness Notary Samuel Goldfarb,Attorney for estate,including bill payments,Account,etc. S.White's Sons,monument Mrs.James L.Taggart,rent Register of Wills,filing Account Register of Wills,on account inheritance tax RECAPITULATION TOTAL ASSETS TOTAL CREDITS BALANCE $6,682.32 17.00 10.00 14.00 14.00 2.00 1,195.00 1.00 3.00 46.00 20.00 19.40 6.00 425.00 224.00 22.00 15.00 250.00 $2,283.40 $6,682.32 2,283.40 $4,398.92 .-'I Observer·Reporter . WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:. Pef"sonally appeal'ed before mle,a Notary Public in and for said County and State,Ri.c.ha.r.d.S.•.....C.9.W.a.n ,who being duly slworn according to law,deposes and says that he is the S.e.c..r..e..t.g.rY--. of the Obs'e,rver Publishing Company,a Penns~lvaniacorporation,and its agent in this behalf;that the said Company is the owner and puhlisher of the Observer-Reporter,succ'essor to The Washington Observer,established September 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspaper of general circulation,printed andpublis1hed and having its place of bus,ines's at Washington,Washington County,Pennsyl· vania,where it or its predecessors have been established and published continuous'1y for more than six monthsl prior to the publication of the notice hereto attached;thllit the printed notice or advertisement hereto attached is a ,copy of an official advertisement,official notice,legal notice or legal adve,rtisement,exactly a,s printed or published in the Obslerver·Reporter in its regulllJr editions on the following date or d'ates;. ...................................J..1J:l.r.9...,J.Q..J~.p.g 4.;?.,J.9..9.9., . that neither th'e affiant nor the Observer Publishing Company is interesood' in the subject matteJ.:of said notice or advertising and that all of the allega· ~~~n~r~~.this affidavit ~s...t.~..t.~~._~i:~'Q:::~l~~,a: Sworn to and W.267!52 subscribed before me this....4.J..day of..J..1J:l.Y....l.9.m. ..~~'or~;;;~g~ WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6,1972 Washington County Reports 63 SOUTH MAIN STREET 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) STAn:OF PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in t'his behalf;that the said WASHINGTON COl.'NTY 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 II,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ..._J.uJ..¥10.~17.~2.4.,19.6.9... 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 allegations of 'hI,,Hld>vl,"/''h,tim,.pI,,,,"d '(v of '~~I"ti"'co 'ro,~._~--~-_....Editor Sworn to and scribed before.me this ....Z4:tt/.day of...~u :y.,196 9.. ~(f~ KATHERINE C.YARD,Notary Public Washington,Washington Co.,Pa. My Cilmmi£~ion Expirtls ,November 1,1969 Estate Notices The Register of Wills has Igranted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. •• • ••• •• • •• •••• • • LAFFEY,MARGARET TAYLOR,a/k/aMARGARETT.LAFFEY,Dec'd. Late of City of Washington,Wash-ington County,Penna.Executrix:Ann Brock Laffey,450 Allison Ave.,Washington,Pa.15301 Attorney:Samuel Goldfarb,514 Wash-ington Trust Bldg.,Washington,Pa. 15301 STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,depose S and sayS that the above account t t d · t "d ',she '1 b ,.as s a e IS rue an correct as ven y e leve, d Sworn and subscribed before me this.....I.q..~..... day of ~..;J-c:.c.4:--.,.19-/1:>.. ~-..........e...t.....ot'C/~.. LOUISE L CARSON,NOTARY PUBLIC WASHINGTON,WASHINGTON CO.,PA. MY COMMISSION EXPIRES SEPT.15,1973 Wa'shington County,ss:I do certify that I have given leg'al 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~.2.().:.37.Q . Witness y hand and official 'seal thiS 3..le . day of . .......::;oo Q) :S o.... 31' ,;a ~.J. pl'1 ?'r'.,"\j .... 7D JUt.j t,1 . :! ,~ ."- ,'. , \ ".". " ({ ~.~ • ~ '~ ....., ,. -~-~_._------ ]n tQP (@rp1]uus9 mourt nf lfusQiugtnn OJ:nunty In the matter of the Audit of Account in J Estate olr...f_MA_R_G_A_R_E_T_T_~_YL_O..:..:R:..::.......,=LA.::..F.::..F=E~Y...z'__1 a/k/a MARGARET T.LAFFEY TO THE AUDITING JUDGE: No.63-69-797, Enter my appearaI).ce for·--'A~c!..!lci<..!.Q~ULLnL.t_'<Q,a.J.DL.t1L_-------------- ___--"',19_7_o 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 regard. No..63-~9-79'1 XHlXXX~1llOOKX In re Audit of Account in Estate of MARGARET TAYLOR LAFFEY,a/k/a MARGARET T.LAFFEY,Deceased AUDIT Jratript fnr i\pptaranrt FOR Ann Brock Laffey, Executrix .... --..!~-) Accountan:t C':'-.".,..~"c:::;:).:P'JTT C e---, (J)G)(f}~~.~_:::;::rr'J ,rr.. o ---~------J ?io-a '~- _--rj :<-0'" ~........or: :z:......;;:;:--~~!;1 (;-_"\.in r-·._,..,..,"-r--r ......,}.."...,-r-O ~......-,-=::..::......., r-z-u r-·o>-(fj ~ (J' SAMUEL GOLDFARB Attorney .'''~'f.>!,,2 COpy OF INVENTORY .......... la'Louts.L.Canon Dec••ber 16th 89 lsi Ann Brock Laffey .....aux....'--"V.1I (SEAL)LOUISE L.CARSON,NOTARY PUBLIC WASHINGTON,WI\SIili"WTOi'l CO.,PA. MY COMMISSION EXPiRES SEPT.15,1973 llaJfi!tWtttifdl,l&U_SU\lJfk.fathe goods and chattels,rights and credits which were lIuja"t-~Lalt.,C1".,1aI'n of ,late of.. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS PlBSOJfALRlOPlRTr:_IIIL,l1li 111 ,1 1'"• \ S."la..AoooUDt,..lIon DaU,...s.....,Pa.0'.1.. 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