HomeMy WebLinkAboutOC1969-0798 - ESTATE OF FORGIEPETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form J
Estateof R~l~D a..~R~.:r.~Q~.g,i.~-.--_.__._._.
Deceased
No 63~.6.9.':,:7.9.8..::,
Fiduciary_Willi.am..L.•...F.or.gi.e.,..~: .
.................-..:Ex.e.c.:u.tQ.r __.
~~~~~~
Decedent's death :J'W1~~Q-J••.l9.Q.9.",.,,,Grant of Letters J.1Jl.,Y-...7~1.9.Q.9..
This is ·the .F.us.t...and..Final account filed in this estate
If there have been former accounts filed in this estate,list file number,or number and term .
..................................M9.f.9.~.~.r .f1g.y.9.~.t ",.,.,
Election to take
Under or Against will.(cross out one)neither
Date Election Place of;
Filed ,_Record .._.)__..
Name of surviving spouse Willi.am...L.•.._F.or.gi.e ~_ ___._.._..___.._ .
List issue,where material:
James William Forgie,son
Helen F.Dodge,daughter
No
Did decedent marry after execution of will?(indicate)nx~Any children born after execution of will?{indicate}
XlsX:No.If answer yes,name them _ __._.
..---_-_._--_.._----__-__..__.._---__---.----.-.._---.-.._----__--.-----------.---__-..---..--------__--__--_-_.-__..---_------..
Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
James William Forgie son one-half of estate
Helen F.Dodge daughter one-half of estate
List,if exceptions to above:
If partial intestacy,give facts:
Adeemed:Revoked:
No Exceptions
Lapsed:Abated:Give Cause:
No Partial Intestacy
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?~-~
If any exception give cause:NQ Ex.ce;ptiQn .
,
File copy of Notice -.
and date of mailing ~~~~~~.9.1.9...
Is estate subject to the filing of a Federal Estate Tax Return?N'.<?.
Actual payment made on Pennsy.!vania Transfer Inheritance Tax.Amount $l82.4.•.00 .L9::-.4::·.69.L .
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant ~.
t
.........................................................................NQ Life E~.t.li!.t.e...
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.
No Unpaid Creditors
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudicationt and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
Balance for distribution per account,
Itemize any additional debits not shown by account:
Total additional debits (Add)
Itemize any additional credits not sh~wn by account:
Total additional credits (Subtract)
Balance for distribution
$.34#.Z.l3.,.tt.l .
$00..,0.0 .
$00 00 .
$34.,.~J3.~.ttl .
If balance for distribution is not in casht list each item held in kind,giving appraised Value (or distribution Value>;
,.
Cash
Advanced distribu~,ion as shown by Exhibi t
No.1 (See Account)
Advanced distribution as shown by Exhibit
No.2 (See this Audit Petition)
..;-....
1,258.28
10,000.00
22,955.13
34,213.4JL
Exhibit No.2
The accountant claims credit for the transfer of th
following stock in kind to James William Forgie,son,and Helan F.
Dodge,daughter,as part of the residue of this estate~
"
James William Forgie:
SO shares Camalloy,Inc.common
50 shares Caterpillar Tractor Company,common
50 shares Cyclops Corporation,common
87 shares Standard Oil Cb.N.J.,common
Helen F.Dodge::
500.00
2,528.12
1,690.63
6,758.81
11,477.56
50 shares Camalloy,Inc.common 500.00
50 shares Caterpillar Tractor Company,common 2,528.13
50 shares Cyclops Corporation,common 1,690.62
87 shares Standard Oil Co.N.J.,common 6,758.82
11,477.57
"-
If Family Exemption claimed by Petition,give place of Record:N~tl!Ql{;~.m_E;).(;t .
If Family Exemption is claimed at audit,give name,relationship and basis for C1aim:N.at Clai.m.e.d .
List any advancement or distribution on account that has been made,and nature and amount of same:
No Advancements
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:
Distribution of balance:
James William Forgie -one-half (1/2)thereof.
Helen F.Dodge -one-half (1/2)thereof.
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
..
being duly sw-OX'n..__ __.._..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 his.___._.._knowledge and belief.
................3w.9.rn :to and subscribed before ../'Q
me th;s.Ldday af ..Mar.ch .....~.~O.../(~:::.(j~
Signature of Officer...U;.................:..~o.~..
T··tl f Off'•--4--.\.I eo .Icer ~.
Office expi res .
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Deceased
Estate of H.e.l.e.n..Bake.r...F.Qr.gi.e.~.
Fiduciary W.i~li.am....L.•...F.o.r.gi.e.•......
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I"~No 63::-.6.9::-.7.9.8......................;
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...............................................E_~~.9..1J.t_Q;r..
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:po rag raph b-c;and 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.
3.Letters Testamentary or Administration
C.T.A.or an ~ttest copy of WiII.
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.
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Attorney
~2
,,'PETITION SUR ,AUDIT
IN'THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form)
Estate of ~~~.~~~~~.~__F.~~.8~.~._'_'
......__ __._-_ __-__-__-_..-__._.._-----._~---.
Deceased
No.__..9.J~.~9.~79.~__:..._,.
FiduCiary .J1.~~J~.~~.~,..C?~g~~.•.:__..:..._
.........._ _m;~.~:t:J:~~.~."
Date of'"',"Date'of', ,
Decedent's death _c!~~..?~.•...~.9.~.9..."'_'.._,__'.~':Grant of Letters __J!.l4.'1.~_.1,.-,.~.9.~.9.__.___.
'Th'.'th',.•,.pi"st andt;11n"",."",-".t f"d'thO ' t tIS'IS e Ao-'e-;••••_•••_••••••••Io:•••••~_•••••••••••••_•••••••accoun I e In IS es a e
If there have been former accounts filed in this estate,list file number or number and term.__ __.
No Former Account
....
---..-_----____-__._-____..__-_--------.--____..-.
Electio,?to take .',
Under or Againsfwill.(cross out one)ne1theI'
D,ate EI,ection Place of;
Filed '_._.Record ___.
Name of surviving spouse _)1~l.~!.~..~_~r~~g~.~_.:.___:.__...__..:_._..__.._
List -issue,where material:
James William Forgie.son,
Helen F.Dodga,daughteF
. _No
Did decedent marry after execution of will?(indicate)~U~Any children horn aft~r execution of will?(indicate)
. . . .CmNo.If answer yes,name them _ ____ ___~.___..____..__ __...,.:..
......___- - -;...__.--__.:~.
daughter one-half of estate
Leg,atees
.'Tames William Forgie
'Helen F.Dodge
~..son
~.,'.:i"'Infe~est .,'"Fidu'dary,if dece~sed or not sui juris
one-half of estate
List,if exceptions to above:(Adeemed:
If partial intestacy,give facts:
Revoked:
No Exceptions
Lapsed:Abated:Give Cause:
No Partial ~ntestac1
Notice to interested parties.Have all parties,having either vested or 'contingent interests and all crediors entitled
to notice (Court Rule No.?,.J?,qragr£lJ?b.C:Section~:Subdivision c)received written notice of the filing of the account
and of'call of audit?.'IEii.,.~. _
...No ExceptionIfanyexceptiongivecause .
File copy of Notice .'March 1970 -
and date of mailing...................................................................................................................................................•.....
Is estat.~subjett to the filing of a Fe~eral Estate Tax Return?J~9.~:: .
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~824 0O'(9~.4~69.L .
If the Will makes any portion of estate subject to a life~estate,give name and birth date of life tenant : .
.......................................':~N.Q.:.141.f.~E~~.~~.,:~~..'c.:.
Give Names and addr~sses\of all unpaid creditors who are legally entitled to notice"together with the amounts
of such claims;'state whether they ·are admitted to ·be correct;and whether the claim is denied.,,
No UnpaldCredItor$
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and ci statement of any other f~cts de~med necessary for the preparation of the adjudication:
None
;*
I
Balance for distribution per account,
Itemize any additional debits not shown by account:
Total additional debits (Add)
Itemiz.e any additionaJ1 credits not shown by account:,,'
$;..,..34"g~)..!g;±~~.'-,.
"~".
$__.J~9.~9.Q ;..~
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Total additional credits.(Subtract)
Bala~ce for distribution
~:..Q9.l0.Q .
,$)1i'-!?~;..~.9-.~.
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If balance for distribution is not in 'cash/list each item held in kind,giving appraised Value (or distribution Value);
Oash
Advanced distribution as shown by Exhibit;
No,.1 (See Account)
Advanced distribution as shown b1~xhiblt:
No.2 (See thIs Audit Petition).
--"
1;258.28
10,000.00
2?,9S$.13
....
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34.213~41
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Exhibit No.2,
~-'The acoountant olaims oredit ~or the t~ansfer of the
following stock in kind to James William FOrgie,son,and Halan F.
Dodge,daughter,as part of the residue ot this estate:
>
.,James "lilliam Forgie:r'
,SO,shares Cama11oy,Ino.oommon
-,50 shares Caterpillar Tractor Company,common
50 shares Cyclops Corporation,common
87 shares Standard 011 C0.N.J.,oommon
Halen F.Dodge :~
50 shares Camalloy,Ino.oommon
50 shares Caterpillar Tractor Company,common
50 shares Cyclops Corporation,oommon
I87sharesStandardOilCo.N.J.,common
500.00
2,528.12
1,690.63
6,128•81
11,477.56
500.00
2,528.13
1,690.62
6.758•82
11,477.57
If Family Exemption cla'imec;l by Petition,give place of R~cord:Not...ClEu::mad _ .
,<
If Family Exemptioi,'is 'ddimedat audit,give name,relationship and basis for Claim:~-.:~~ot...c.la-i~d .
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List any advancement or distributio'nd~accoun't that has been made,and nature and amount of same:
No Advanoements
.~.'.~01,:.
,..
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized electionsc
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
Distribution of balance:
James William Forgie -one-half (1/2)thereof.
Helen F.Dodge •one-halt (1/2)thereot~
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,..,....~
being duly -.._.sw.om _doth depose and say
that the facts set forth in the foregoing petition are true
to the best of..hlS _knowledge and belief,
................8WQm _ _to and subs~ribedbefore
me this day of Ma~Clh 19.7O'.:
Signature qf Officer :.:,:.
Title of Officer .
Office expires .
And your petitioner will ever pray,etc.
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No..9.3:::Q.9.~.7.9.§.
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Estate of llelen..Bakar F.o.:rgia .
Deceased
Fiduciary Willi.am..L.•...F.Qr.gia~_._.
............................._...__.._...._...E~~_c_1J..t_Q~....
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:porag raph 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 <;Jttest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
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March 12.1970
MP.James 'II.Forgie
11 Stony Park'Road
Arlington.'Mass..02174
Dear Jim::
Enclosed herewith please find an unexecuted
carbon oopy of your father's First and Final Account
of your mother'S estate.
This account will be audited by the Orphans.
Court or Washington County,Pennsylvania.on Tuesday,..
t-tarch 11,1970,at 10 o'clock A.M.,Cou:rt.House,
\'1ashlngton,Pennsylvania.Plee.se accept my apology
tor not fo:rwardlng this account sooner.Your presence
at the audit 1s not required.
Very t:r:wu1y yours,
"
6.Ashton f:3rownIee
GAB:op
Enclosure
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IN THE COURT OF _COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
@R:PHANS'COURT DIVISION
attorney is G.Ashton Brownlee.AMr.Brownlee?
deceased.The Executor is William L.Forgie and theForgie,
IN RE:
ESTATE OF
HELEN BAKER FORGIE,
~Deceased.z
oil:>~UIZZIIIlL
~BEFORE:I-l')
ZXUI~
..=APPEARANCES:uii:I-!!!
Q
..Ioil:~TIME:
:J..,
vi~THE COURT:
lI:olLIIIlI:
l-ll::JoU
~~MR.BROWNLEE':
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)No.798 of 1969
)
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)
HEARING ON AUDIT
THE HONORABLE P.VINCENT MARINO,Judge
of the said Court.
G.ASHTON BROWNLEE,ESQ.,of Washington,
Pa.,repres enting the Accountant.
Tuesday,Match 17,1970,at 10:00 o'clock A.M.,
EST •
Number 798 of 1969,the es:tat:e of Helen Baker
May it please the Court,I have entered my appea -
ance for the accou ntant.I have his Audit Petition and all relevant
)
papers.There are no claims against the estate.
THE COURT:Is there anyone else in Court interested in this
decedent's estate?
(NO RESPONSE)
THE COURT:The audit of this account is ordered clos ed by the Court.
..--.,..------fit-----------------------------------1---1
(A UDIT CLOSED)
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ESTATE OF
~u t4t C!!nurt nf C!!nnutUtu 'hali nf lIasl}iugtnu C!!nuuty,
'tuuliyluauia,(JDrp4auli'C!!nurt i1iuisinu
N 63-69-798o.,_......::~~~~=--_
Helen Baker Forgie,
deceased.
In the matter of the--.E.irst and Final
A t fWilliam L.Forgieccoun0~-=-=__~--=_~~_
Executor
$3Li.,213.41
SCHEDULE OF DISTRIBUTION
Bcilance per account~_
ADJUDICATION AND DECREE
And now May !f 19.1D-,this matter came on for hearing,
audit and distribution at this session and testimony ta'k~n;'and thereupon,up~n due con,sideration
thereof the bdlance for distribution in the hands of the Accountant IS determined to be
$31h 21 3.ljl .and the accou'nt is accordingly conf,irmed;and it is o~dered,
adjudged and decreed that the said balance be paid out by the Accountant In ac.cordance with .thescheduleofdistributionheretoattachedandmodeaparthereof,unless exceptions hereto be fliedsec.reg.or an CJPpeal be taken herefrom sec.leg.
Balance _$34.213.41
De'duct Clerk's Costs &Receiptsi...-~a::.:n~d~a±f±f_=i~df.5!a!...'!v_=i:.J<t~_
Attomey'~GLl.l_£A~s;uhA.!t!£!o.nn.!..__!B~roo.LIwn!IJ·.1.Jwe::!Je::L-_
Russell Marino,Agent,transfer inheritance tax,
Jane B.Hare,sister,and Frederick A.Hare,brcther-
in-law,(wife and husband),legacy,as tenants
by entirety,credit to be taken by the accountant
for funds in the amount of $10,000.00 advanced
prior to distribution by the Court,10000.00
James William Forgie,son,1/2 residue,including
cash and 50 shares Camalloy Inc.,common at ,
$500.00;50 shares Catherpil1ar Tractor Company,
common at $2528.12;50 shares Cyclops Corporati~n
common stock at $1690.63 and 87 shares common
stock of Standard Oil of N.J.at $6758~81;hel~
in kind and distributed as such at the ,value as
shown,oredit to be taken by the aocoun,tantil"for
items advanced prior to distribution by-the i
Court,'.:~'"~1620.21
Helen F.Dodge,daughter,1/2 residue,inclUding
cash and 50 shares Cama1loy Inc.,common stock
at $500.00;50 shares Catherpillar Tractor Comp~ny
stock at $2528.13;50 shares common stock of
Cyclops Corporation at $1690.62;87 shares Stan~ard
Oil Co.of N.J.common stock at $6758.82;held
in kind and distributed as such at the value as
shown.credit to be ta,ken by the accountant for
items advanced prior to distribution by the
Court,[1620.20
No balance
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Estate of
Helen Baker Forgie,
deceased.
In the Orphans'Court of
Washington County,Pennsylvania
No.63-69-798
No.of 19__,A.A.
DISTRIBUTION RECEIPT
j
I,the undersigned,hereby acknowledge to have this day received of Willi..aJrLL.Forgie.
Executor,___,the sum of Eleven Thousand Six Hundred
Twenty and 201100 ($11,620 .2_0_)__DOLLARS in full payment of the amount awarded to
me by the said Orphans'Court in the Decree and Schedule of Distribution filed to the above number,and
in consideration thereof I hereby release and discharge the said Wi J 1 i am I,•.Forg;e,
Executor,from any
further claim or demand for the same.
WITNESS my hand and seal this_4-day of__JJlly ,19~.
~~;~,J.&_"(SEAL)
~elen F.Dod e
-ll-SEE OTHER SIDE OF THIS RECEIPT ~l-
~
11,477.57
142.63Cash'
Included in this receipt are the following shares of stock and cash:
50 shares Camalloy,Inc.,capital 500.00
50 shares Caterpillar Tractor,capital 2,528.13
50 shares Cyclops Corp.,capital 1,690.62
87 shares Standard Oil -N.J.,capital
6,758.82
11,620.20
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Estate of
Helen Baker Forgie,
deceased
)··)··)
In the Orphans'Court of
Washington County,Pennsylvania
No.63-69-798
M~xxxxxxxxxx~xi2xxxx
(SEAL)
Distribution Receipt
I,the undersigned,hereby acknowledge to have this day received of
William L.Forgie,Executor,,the sum of Eleven Thousand Six
($11,620.21)
Hundred Twenty and 21/100 /DOLLARS in full payment of the amount
awarded to me by the said Orphans'Court in the Decree and Schedule of
Distribution filed to the above number,and in consideration thereof I
hereby release and discharge the said William L.Forgie,Executor,
from any further claim or demand for the same.
WITNESS my hand and seal this 22nd day ofjul:y ,19 70.-----"------
~.-'-~~~~es William Forgie
OTHER-SIDE OF THIS RECEIPT .~
Included in this receipt are the following shares of stock and cash:
50 shares Camalloy,Inc.,capital
50 shares Caterpi!.llar Tractor,capital
50 shares Cyclops Corp.,capital
87 shares Standard Oil -N.~.,capital
Cash
500.00
2,528.12
1,690.63
6,758.81 11,477.56
142.65,
11,620.21
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Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
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
th~_Inheritance_an~Est!iteTax Act of 1991.)
and say S
.R~J.~D~:::;i~;;~:~::;~:OF.--c..ount..~}===-
Late of W..?:?hJP.:g~9..~..........~
:t:'.;~:::~:::~:.::_-_-::_:}'"
....y.l..~ll:LgmL..~.FQr.'gJ~,.......................Executor
of the estate of the above-named decedent being duly sworn,depose S
Decedent'dJed ...J.une26.,....
(Month)
......................,19.......6.9...,jtestate leaving a last will,copy of which is hereto attached.}
(Day)(Y""r)L1DX!'XNN
Name and address of attorney or}
other authorized representative to.
whom all correspondence should be
mailed.
viil1~arn~.:Ei'(?:J:>gJE3 _..
.80 SheratonDriv6;·.Washington;Pa•..1530L ..
That as such E;{);.\?.c.JJ.t..Qr.deponent is familiar with the affairs of said estate and the property con-.
(Executor·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 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
,
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for th~reasons hereinafter set forth:
~t."""
That Schedule A attached hereto and made part hereof sets forth fullv and in'detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets 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 of savings banks,and to the date of decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the United States,or any state,or political subdivision thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,leftbydecedent,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 fair 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 interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.·It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or 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.Therl~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either indiVidually or jointly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,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 Impaid at time of,.death;taxes accrued chargeable for period prior to decedent's death (except.those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","e","E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
-Subscribed and sworn to before me this ~~.
.........,Augus.t 19 6.9-
='-~::-.c;....~2;7~.~
w~~~.
...8.0 She.r..e..t.Q.n J);r:l.i.v.~~.
(Street Number)
ltl.a..s..hi.ng.t.Q.n P.a .
(City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RCC-34 (1-64)
CO¥MONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU of:COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEpENT
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
thede,cedent 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 Commor:'lwealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;If a farm state number of a.
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accr.ued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
NO REAL PROPERTY'
.-/W~I~~Ci;fW ittt
I If.J-~5b
977--ttil
(1)(2)(3)!
DEPARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write
DEATH In this space)
Insert thi s total opposi te "real property",Schedule"A"in the X X X X X
"As Reported"column on the last page of this return.
Rec -35
COMMQNWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta;gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and fUrnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.'stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
1.
2;
3.
4·
5.
6.
7.
8.
9.
10,.
11.
ITEM
List and describe fUlly
Savings Account No.188-36-5941-01
Mellon National Bank,Washington
Office
Savings Account No.74-001688-6,Union
National Bank,Washington Mall Office
Checking Account,Mellon National Bank,
Washington Office
$100.00 United States Savings Bond,
Series E,dated August 6,1948
100 shares Camalloy Inc.,common @
10.00
100 shares Caterpillar Tractor Company,
common @ 50.5625
176 shares Cyclops Corporation,common
@ 33.8125
33 shares International Paper Company,
common ®38.8125
1 share International Paper Company,
preferred @ 67
10 shares Penn Central Railroad Company,
common @ 49.125
174 shares Standard Oil of New Jersey,
common @ 77.6875
UNIT ESTIMATED
VALUE MARKET VALUE
7,500.97
808.69
1,768.75
1)+5.16
1,000.00
5,056.25
5,951.00
1,280.81
67.00
491.25
13,517.63
DEPARTMENT VALUATION
(Do not write in
this space)
01<.·
al(.:
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X
RCC-30
cm~fON'mALTH OF PENNSYLVANIA
Tlli~NSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TR..tiNSFEilS
(1)Did decedent,wi thin two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)_
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)_
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's 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)_
(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)__
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)_
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or 0 thers ----,-_
(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)_
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)__
(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 MARKET VALUE
(Es Umated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"colU1lID on the last page of this return.
l1CC-:W
C{.\M\Il)oNWFt\UH OF PENNSYLVANIA
rH\t\~FFH IKHFlHTANCE TAX
m~~I])Et\T DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I:\STRrCTIO~S:This scherlule must disclose all property,real and personal,owned by the rlecedent jointly
wi th 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-awners to
the decedent.
Description of Property,Date of Acquisition,Name!unit percentage Estate
Address and Relationship of Co-Owners,and Place I Value Share Valuation
of'Record of Instrument,where Real Estate.l
NO JOINTLY OWNED PROPERTY
LIFE INSURANCE
DEPARTtlENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
1.Policy No.1,676,567 -The
Connecticut Mutual Life
Insurance Companv
Face Amount of p;licy $10,000.(0
Dated June 9,1955
Insured -William L.Forgie
Beneficiary -Helen B.Forgie,
wife of the Insured,if she survives
the Insured,otherwise in equal sharES
to Jrones W.and Helen P.Forgie,
children of the Insured,or to the
survivor of them,or if either be
deceased leaving children who surviVE
the Insured,to such children,per
stirpes,or if none survives the
Insured,to the executors,administ-
rators or assigns of the last to die lof
said beneficiaries I
Owner-Helen B.Forgie,if livirg,
otherwise to James W.and Helen P.
Forgie,jo$ntly,or to the survivor
of them,or if neither be living,to
the executors,administrators or
assigns of the last to die of the
aforementioned.I II00.00 I
2.Policy No.1,335,679 -The Manuf~cture~s Life ~nsurancel
Company Face Amount $lO,OOO.OC Dater June l~,1955 I
Insured -(Jilliam L.Fore;ie ,I ~I
m'lNER of this policy -Helen B~ker Fbrgie and upon hejr>
death her children,James \i.Forgie find Hellen Pris ilIa I
Forgie (now by marriage Helen F.DodE e)asl joint t nants anU
in the survivor of them.~I !
Beneficiary -Helen Baker Forgie,if living at the Ilife I
insured I s death,futherwise equally tc my c ildren,IJames W.I
Forgie and Helen Priscilla Forgie,if then:living,!otherwis6
to the survivor of them,provided ho~ever ~hat shO~ld either
said child predecease the life insur~d lea ing iss~e surviv~ng
him,such issue shall be paid equall~1 per tirpes Bhe ~moun~
which their parent would have taken j·f Iivp.ng at t~e life I
insured I s death.I I 00.00 I
I
I
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.
RCC-37 (12-63).
COMMON,WEALTH OF PENNSYYLANIA
TRANSFER"INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested.contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Jane B.Hare
~:1"\()Ylro1'>;()r,OYlor1o ~i~t,A7'cash IAcr!:l(,~T
JJ:lmes Wi lli::lm Hlorr;de
11 Stonv Brook Road
Arlington.Hass.0217!.L Son 1/2 of 1'>A ~d n11A
Helen F.Dodge
26S Harwood Ave.
North Tarrvtown.N.Y.101)9 Daughter 1/2 of 'Pes idlJA
-
(
h
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
_..
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
(Executor-Administrator
must complete "As
Reported"column #1.)..
....,"'d ~
...('l)('l)I\>...I\>::l til .....
til 0.....::l "'d('l)I\>...........0
til "0"'d ('l).......g ~
('l)...~
....,
I\>>:I\>0-CP
tTltil....I\>c;r
(')...otiltil
Year
P.ol THE
t No.
Will
Administration
Helen Baker Forgie
Deceased
Late of BorQughof..East .
Washington
REPORT AND APPRAISAL
Commonwealth of Pennsylvania
SlllA\:10 t131S/83HON!t1Vt~T1]Ssn~
County of \va~4i!lgton tric::~~:>
::tl---.---.>-<W en en
(')(')?'"?'"?'"n tx5 >;:::---
"*"*-'in "*"*"*
0J 0J :>"'-.J "'-.J til..~~---.V1.OJ otoo.g .....
.;....J :o~(:)S;-•:.-.....
V1 OV10~~Of-'O-
L£:or tlY S::snv CBSI
03-11.:1
-00 -00 -'in -00
.~.
.~.
.~.
.~.
~:
~-oo
'--:>~'J :r.
:~V·It:\;....-:!t l~·...:3~:~_.
· .::l
:(,,'!t:._,c...
"
Rcc-al (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
WILLIM1 L.FORGIE
IN YOUR REPLY PLEA8E
REFER TO 37-237-9
j
, I
In Re:Est ate of ~·~HE:!::!:;I:!:EN~..:!B~A~KER~<_..I.:.F~OAJlRG!.!..IE.w;L _
______..:::W~A.:::;SH~I~N.:.:::G:.=TO,:=:N~County - FHe No.63-69-798
Dear Mr.Forgie:
You are hereby not~fied that the original
appraisement in the estate of Helen Baker Forgie
has been filed in the office of the Register of Wills qfWashington
County on September 4 ,19-29.Said appraisement reflects the
following valuations:
Real Estate _--'--------
Personal Property ~3w7w.~5~8~7~.~5~1~_
Transfers _...,.-...,..----,---
Total ,,3..1;.7.s....5~8:U7....!.~5=1 _
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 -=S.;:;.ept=.;:e::=m:::b:.=e,:..r....::4:J:,;.L-..::l:.L9,:=:69.L.---Si.n~,e a,z Q~
Title W.R.CHANEY,C ;APPRAISER
I DATE OF DEATH:June 26,1969
Note:This is not a bi II.
RCC-39 (ll-58)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of FORGIE.
(Last Name)
HELEN
(First Name)
B.
(Initial)
DATE OF DEATH_6_-_2_6-_6---:9__FILE NO.63-69-798
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E".
Dated:---'O..t.;9""-~OUolll,=:-:l.l6+_9-_--
06-26-69
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:-__
REGISTER OF WILLS
I
I
I
I
~---
t=
evidenced by Charitable
emption Certificates issued
the Secretary of Revenue.
r of Wills,for proper reason,
VALUE AS REAPPRAISED
$
(*)As
Ex
by
37.587 51
37.587 51
_:t=
1
COMPUTATION OF TAX
$.,........L__
$------........--
$-------4--
$--------1--
$--------1--
$--------1--
VALUE AS REPORTED VALUE AS APPRAISED
$$
:::::::::~t==Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
TOTAL TAX
FOR USE OF REGISTER ONLY
Tax on !~--1__2%
Taxon $@
Tax on $5%
Taxon $~
Taxon $@J
~~ptioos *
Total Estate -1-__
CLEAR VALUE OF ESTATE
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)
Valuation of life estates or
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Registe
same should be noted below,with short explanation.
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $-_----J
AMOUNT OF ESTATE TAX ASSESSED $--------ll-
Estate tax paid $---IL-
BALANCE DUE $----JL-
Add interest at rate of 6%from
--_tl0-----TOTAL TAX BALANCE :=========~~~.'
PAID $-'C
/~
Will t
Administration ~No..Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
HELEN BAKER FORGIE
Deceased
Late of .
County of
E.WASHINGTON
WM3HI.N.GTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
'~.';"~
~
Funn RCC-2
DEP:ARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA.\
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ,$J~p.t.~mp..~.:r.4.1 +.9.~9 .
,.
COUNTY w..~~~.~~g~?~,.., : .
FILE NO•...............93=:.{;J,.9.~7.9.~,.
Whereas,He.le.n B.ak~.r.F.Qrg!~late of ~.~~e:t.~.~~.~.~~.?J.l:.
in the County of w.E:!?h~gt..9n Commonwealth of Pennsylvania,having died on
the 2.Q.t..h day of 3.~~..................................19 ~.~.,seized and possessed of an estate
b'ct t I heritance Tax under the laws of the Commonwealth f Pennsylvania'su Je 0 n 0 ,
Therefore,I,......................................w..~R.t.....C..b.~H1.~.........................................................,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
$
P ERSONALTY:
~FlFl ~nnv of Schedule "B"attached 37,587 51
,
,
I
I
Total 37,5ert 51
•
form~~v:fh~:::~i:w~a~~1"~~'~;~e~~~~~":b¥?a~ra~":~;l~n~~
~Awn_
;&~~~~~;i.~:;;:.
............................WASHING:TQN .County
f
>
.J
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.............I:IJ5.:r$.N ...I,1.~R ...f..Q1.t.G.:J:Ij;
Deceased.
Late of
E.WASHING'IDN
Date of Death,~~~?9..,::I,,99.9 .
AppraisemeJ!t Docket Vol.,3...7 .
Page,23.7.'~~:9 :No 63.'.".":.6.9.'.".":7.98 .
Filed in Register's Office,..S~P.t..~.4"'J96.9 ..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo,ut Appra.isement;~..
Appeal f,.om·Appraisement,.
Entered and ch{lrged,
CltnmmnUUttalt4 nf ,tUU5UlnaUiU,}1lB.Iht!i~in!ltou monntg,
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
J
on the 7th day of J u 1 Y'69A.D.19 ,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
H E LEN B A K E R FOR G I E
late of Borough of East Washington,in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
W ILL I A M L.FORGIE
the Executor III 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
WILLIAM L.FOR,G I E
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 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 s eve nth
day of J u 1 Y'in the year of our Lord one thousand
nine hundred and s i
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fit:s 1 CIl
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LAST '.'\fILL AND TESTAMENT
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.~--_.._'......_.~....~_..
..~-----"---_....._~-_...~--.,-_.
I give ~d bequeath to my sister,.JANE B.HARE,
I hereby waive my right to exercise.the power
I give,devise and bequeath the rest,residue
SEC01'TD:
FIRST:
THIRD:
I appoint my husband,WILLIAM L.FORGIE,as executor of
Signed,sealed,published and declared by the above
this to be my Last 'Nill and Testament,hereby revoking any
day of June,1963.
income of a Trust Estate created by the Last Will and Testament
of appointment of the principal and accrued or undistributive
will or wills heretofore made by me.
of my husband,William L.Forgie,said Will being dated the 27th
and to he r husband,FREDERICK A.PARE,of Toronto,Canada,the
sum of Ten Thousand and no/IOO Dollars (~~lO,.OOO.OO),free and
and remainder of my estate,real,personal.and mixed,to my two
children,J!tMES ',VILLIPJ\:1 FORGIE and HELEN Fe DODGE,in equal shares
clear of all estate;inheritance,and succession taxes.
IN WITNESS WHEREOF,I have hereunto set my hand and
·-;..L
seal this ,1..-2 .day of June,
presence of each other,have hereunto set our hands as attesting
j
/1II this will.
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II named Testatrix,as and for her Last Vilill and Testament,in our~leII presence,who,in her presence,at her request and in the
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:1 ~vitnesses.II .
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II .'3c 1 I:II Resi'ing at :..:i 5:e.-(·{/'t.·1,-0U
II 1'1/il I-/111y;.-./:~...-'-'II ':::;//;L /(!..!h.._/ItA"C.cc .
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&9-~/-7 /'...g-i\ffi~auit (@f 1.Exrrutnr (@r 1\~miuilitratnr
t;tutr of Jrltltaylnultiu.t 55:
<nOUltty of BuaQiltgtolt \
P all b f b d . d h'Notary"Public .d f 'dersony e ore me,t .e un erslgne aut onty,a ;;;IO an or Sal
County and State,appeared jy.r.~.~.1.J.\..~l b.!..~P..QRg.J.~.)who,being duly
sworn according to law,deposes and says that he is the executor »"liQidmiJnj§k~!lCof the estate of
.............................HJ:i:lJEN B1\.Kl~B E.QR~U.E."deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of.....HET..EN...B/:I..KER...F.QRG.IE........,
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/kdmixlisJllr.Z1JmC
daY...~:'~~~:...~:~~:':~~."~:.:;:'~~~.::::::11dY~:~&r
ADDITIONAL INSTRUCTIONS
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
lJuueutnry nub i\pprni.sement of the goods and chattels,rights and credits which
were of .BELEl-L.B.4.Kt1iR F.O:acr.IE Jate of B.Qr.Qllgh o.f..E.as.t..J~.s.sbingt.on.~..
Washington County,Pa.,taken and made in conformity with the above affidavit,
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BANK ACCOUNTS,ETC.
Savings Account No.188-36-5941-01
Mellon National Bank,Washington
Office
Sa.vings Account No.74-001688-6
Union National Bank,Washington
Mall Office
$7,500.97
808.69
DOLLARS CENTS
Checking Account,Mellon National
Bank,Washington Office
$100.00 United States Savings Bond,
Series E,dated August ,6,1948
STOCKS
100 shares C~nalloy Inc.,coramon @ 10.00
100 shares Caterpillar Tractor Compa.ny,
common @ 50.5625
176 shares Cyclops Corporation,common
@ 33.8125
33 shares International Paper Company,
cornmon @ 38.8125
1 share International Paper Company,
preferred @ 67
10 shares Penn Centl"al Railroad Company,
common @ 49.125
174 shar'es Standard Oil of New Jersey,
common @ 77.6875
1,768.75
145.16
$1,000.00
5,056.25
5,951.00
1,280.81
.67.00
$10,22~.57
27 ,363~
S37,587 51 .
S111!,\.:iO ~!]lSm3~
ONllftf{'4 T13SS0tJ
L(:0;HV sa 9nv 696f
0311.:1
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IN THE COURT OF COMIJION PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
No.63-69-798
First and Final Account of William L.Forgie,Executor of the
Last Will and Testament of Helen Baker Forgie,deceased.
Summary
PRINCIPAL -PERSONALTY
Receipts
Disbursements
Schedule A
Schedule A-l
37,603.61
4,170.20
Balance Principal -Personalty
INCOME -PERSONALTY
33,433·41
Receipts
Disbursements
Schedule B
Schedule B
780.00
00.00
",
Balance Income -Personalty
Net Balance for Distribution
The above balance consists of the following:
780.00
34,213.41
Cash 1,258.28
100 shares Camalloy,com.,appraised at 1,000.00
100 shares Caterpillar Tractor,com.,
appraised at 5,056.25
100 shares Cyclops Corporation appraised
at 3,381.25
174 shares Standard Oil -New Jersey
appraised at"
,Advanced distribution as shown by
Exhibit No.1 10,000.00 34,213·41
...
SCHEDULE ItA It
PRINCIPAL -PERSONALTY
Receipts
Inventory and Appraisement as filed
Refund -Blue Cross Insurance
37,587.51
16.10
Tot al Receipts 37,603.6
SCHEDULE "A-lit
Disbursements
The accountant claims credit for the payment of the following:
Letters and Short
Certificate 27.50
Filing Inventory 4.00
Estate Notice 14·00
Estate Notice 14.00
Witness to Will 5.00
Canadian draft 12.50
Attorney's fee 1,900.00 l,977.0(
Observer Pub.Co.
Mellon National Bank
Marguerite Marshall
G.Ashton Brownlee
Administration Expenses
Russell Marino,Reg.
Washington Co.Reports
Russell Marino,Reg.
7-7-69
8-25-69
7-7-69
7-7-69
7-10-69
9-30-69
1-15-70
Taxes
7-12-69 Malcolm Morgan,Co.1969 Personal Property
Treas.Tax 51.98
7-19-69 Ernest C.Cramblet,Tax
Col.Occupation Tax
9-4-69 Russell Mari~o,Agent Direct Inheritance
Tax 1,824.00 1,877.71
The accountant claims credit for Loss on the sale of the followin~
stocks:
9-18-69 76 shares Cyclops Corp.,appraised at
Sale Price 2,569.75
2,36~.l5 208.60
9-18-69
9-18-69
9-26-69
....
33 shares International Paper Co.,
appraised at
Sale Price
10 shares Penn Central Railroad,
appraised at
Sale Price
1 share International Paper Co.,
pfd.,appraised at
Sale Price
Total Disbursements
1,280.81
1,269.10
491.25
403.36
67.00
59.74
87.89
7.26 315.46
4,170.20
INCOME -PERSONALTY
The accountant charges himself with the following dividends and
interest:
Dividends:
6-30-69
8-9-69
9-10-69
9-15-69
9-15-69
9-26-69
9-30-69
11-20-69
12-10-69
12-30-69
Cyclops Corporation
Caterpillar Tractor Company
Standard Oil -New Jersey
International Paper Co.,com.
International Paper Co.,pfd.
Penn Central Railroad
Cyclops Corporation
Caterpillar Tractor Co.
Standard Oil -New Jersey
Cyclops Corporation
Total DtY~dands from Stocks
79.20
30.00
156.60
12.38
1.00
6.00
79.20
30.00
182.70
47.50
-----------------
.----------------n,-----------------.,,-,-,:y---------------------.---------,
1"•••,.
Interest:
8-1-69
9-7-69
9-9-69
Mellon National Bank,Washington,Pa.,
Office
Union National Bank,Pittsburgh,Pa.,
Office
U.S.Savings Bond Series H
Total Interest Received
Total Income from Dividends and Interest
Disbursements
EXHIBIT NO.1
14.5.34
8.08
2.00
1.5.5.42
780.00
00.00
The mccountant claims credit for the payment of the following
legacy contained in decedent's will:
Second Paragraph
Jane B.Hare and Frederick A.Hare,her husband,
Note -Omitted from Schedule A -1.
Conversion of 100.00 U.S.Savings Bond
Series E dated August 6,1948,without gain or loss.
10,000.00
Appraised Value thereof
Redemption Value
14.5.16
14~.·16 00.00
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,88:.........•..
Pe,rsonally ap,peal'ed before file,a Notary Public in and for said County
and State,...R.i~h.ax:.d S..•.....C.Ql'laD..,who being duly sworn
according to law,deposes and says that he is the s.e.c.r:.e.tar.y...
of the Obslerver Publishing Company,a I"enns,ylvania corporation,and its
agent in this behalf;that the said Company iSI the owner and,publisher of
the Observer-Reporter,sucC'essor to The Was,hington Observer,established
September .18,1871,and The Washington Reporter,established August 15,
1808,a daily'newspapeJ'of general circulation,printed and published and
having its place of bus,ines's at Washington,Washington County,PenIDlyl-
vania,where it or its predecessors have been established and published
continuous'ly for more than six monthsl prior to the publication of the notice
hereto attached;th8lt the printed ,notice or advertisement hereto attached
is a ,copy of an official advertisement,official notice,legal notice or legal
adve,rtis,ement,exactly a,g printed or published in the Obs1erver-Reporter in
its regular editions on the following date or dates;.
.............................J.ul.y l.Q.,17.an.d...24.,1.9.6.9..
that neither th!e affiant nOT the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the allega-
tions'of this affidavit as to the time,place and character of publication
are true..'/fd~7d.~~
--_._- -.."_.~.-_--_.._--_.
Sworn to and
W.267!52
SUbSC~~~fore me this.,.~.4...day of..J.~Jy...J.9..Q.9.Iff~"'Trr:.~;?!~~
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION 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.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}
S ~.TATE OF PENNSYLVANIA
Personally appeared before me,a Notary Public in and for said County
and Commonwealth,CHARLES C.KELLER,who,being dilly sworn,deposes
and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,
the officiaa legal periodical for said Washington County,published weekly
hav,ing its place of business at Washington,'Vashington 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 regu1ar issues on the following dates:
.....................Jl.tl~r....lO'.,:1.7..~2:4..,.1.9.6.9..
that the affiant or the corporation in behalf of which he is acting is not
interested in the S~Ubjetmatter of said notice.or ad.v.ertisi.ng and that all O.f theallegationsofthis. . s to th~ime,pla~ch~~~e?blicationar~true.'--"~lftJ l~./~~&vL/
Sworn to Md ....c:~.:.~.F.d~
.',;;t
.......2:4.~J.J.l.1¥,19 Ji5L .
.........................................~~".
otary Public
KATHERINE C.YARD,Notary Public
WaShington,Washington Co.,p'a..
My Commission Expires
NoYember 1,1969
Estate Notices
The Register of WiHs has ~anted
letters,testamentary or of administi'ation,
in the following estates.Notice is ~reby
given to all persons indebted thereto to
make payment without delay and to those
having claims or demands to present
them for settlement to the Executors or
Administrators or their Attorneys.
•• ••• ••• • ••••••••
FORGIE,HELEN BAKER,Dec'd.
Late of Borough of East Washington,Washington County,Penna.
Executor:William L.Forgie,80SheratonDr.,Washington,Pa.15301Attorney:G.Ashton Brownlee,Wash-ington Trust Bldg.,Washington,Pa.
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,w·• • •..
'--------_._----------
The Court is respectfully requested to determine
proper distribution in this estate.
J6~~@~~
Counsel for Accountant
)
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55:
The within named Accountant being duly sworn according to law,deposeS and says that the above account
as stated is true and correct as J1EL verily believe.
Sworn and subscribed be'fore me this .:?::~.
day of ·:n····.JanuB.I!Y 19.-7.0 .
.~LLJ~
Washington County,ss:
•!
.'
(~~....'4..9~
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 StQtute }Ind Rule of Court,as evidence by proofs
thereof filed to No..eJ..3.-::..7-.0-::..k ..
Witness my hand and official seal thiS .J~....___
day Of••••~•.••••••••••••Oi1.:,19.1..0
..~.I!.~.....
,
'....
~'"_•.j.I.
CJ-b<j-lJf
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.In the matter of the Audit o!Account in
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Estate of__H.u..>.e...l...,Au...L.<DL-J.B..,8::w:>k-<;A;;..Ir:.:.-H'...,.....o.....r~gw.;.&.i....e~,r-·0 --,-_{
TO THE AUDITING JUDGE:
No._---=..63-69-1$98 119__•A.A.
II
Enter m....Y'--,appearance !or_---:-t::.;:h=e'-·'-"a"..c;::;...><c'-"oo..:Un""·""'-"t'-"a""n.......t --:---''-__~
)6\
/3mday o!__·_M_,a_r_ch~.19_._7_0
N.B.-Counsel shall.by sep:trate p'lper.present a concise st:ttement o!each
claim,with supporting c:tlcul:ttion of any interest claimed.Objections
to an account as filed.shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
.ment In that regard.
o·
"",..~'-..
~lO flAY !/PH 2 50
RIj -,i,'••1 I •''1,,.,11'10\l ::,v L ...L 'tj1\1\\
i1EGISTER OF WILLS
WASHINGTON CO.;PA.
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"
Form RC C ·le-..,(,..9--to (1'-'j7lJ DEDUCTIONS ALLOWED IN
j
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THE SUM OF ............$~L?''?q crOFF'lC~UF T>11i STATEMENT OF DEBTS
REGISTER OF WILLS AND DEDUCTIONS c·~~z~OF COUNTY
AND AGENT OF THE COMMONWEALTH .
Register of Wills,Agent J-+
ESTATE OF .Helen Baker Forgie LATE OF Washington County,Penna.
DATE OF FILING APPRAISEMENT September 4,1969 DATIl OF DEATH June 26,1969
DATE NO.OF'"NAM&:OF PAYEE REMARKS AMOUNT
VOUCHIii".-
Piatt Funeral Home Funeral Bill JQ.Ll.2 70
7/7!f69 Russell Marino,Register Letters and Short Certifi-27 50
cates
7/7/69 Observer Publishing Co.Estate Notice lLl.00
7/7/619 Washin~ton County Reoorts Estate Notice Ih 00
7!flOit 69 Marguerite Marshall Witness to Will C;00
7#12"~9 Malcolm Morgan,County Trea s.Jl.969 Personal Property 51.98
Tax
7/l9~~9 Ernest C.Cramblet,Tax Occunation Tax 1 76 I
Collector -I
8J251169 Russell Marino,Register Filing Inventory Ll.00
9/30/69 Mellon National Bank Canadian Draft 12 50 I
1/]5)70 G.Ashton Brownlee Attorney's Fee 1900 00
1/J 70 Russell Marino,Register Filing Account 18 00.
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I I Total ~Oql hI."'-r--1~~A'-(l~Yy-eV!-A .L)f..L::)'f6 t\oTA
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Washington
I,William L.Forgie
INHERITANCE TAX PURPOSES.
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