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HomeMy WebLinkAboutOC1969-0806 - ESTATE OF MATHEWSON'.» PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J Estate of J.ANET.TE...ALICE..MKTHENSON . ...a/k/a JANETTK..A MAT.HEw:S'O.N . Deceased No 6.).:o:.69"...80.6 . Fiduciary :William..A.•...Mat.h~.ws.Qn.,. .Administr.at.or....c.•.t ...a.•...............................' Date of Date of Decedent's death...Ma¥7.,1.9.69 Grant of Letters J.ulY-..9..,.19.69 . This is the :.fir.s.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 . ........................____ __-------------__-_-_--____---__--.-_--_----__---_--._._..__.-..__.._-.._.._-_.._. Election to take Under or Against will.(cross out one)None Date Election Place of; Filed Record ,,. Name of surviving spouse N.one... List issue,where material: None Did decedent marry after execution of will?{indicate}~No.Any children born after execution of will?(indicate) ~No.If answer yes,name them :. ..._-_-_._--___.._---__----_--_--___.___-__-__.._---------_--------..-_---____-.-_.__..-.. Leg,atees Relationship Interest Fiduciary,if deceased or not sui juris William A.Mathewson Mrs.John Mathewson Mrs.Helen Phillips,a/k/a Mrs.W.E.Brady City Mission Alice May Robertson Alice Marie Robertson Nephe'V'l None Niece None Niece Grandniece Entire Re~iduary Estate 'Specific Legacy Specific Legacy Specific Legacy Specific Legacy 'Specific Legacy List,if exceptions to above: None If partial intestacy,give facts: No 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.xhto. If any exception give cause:. File copy of Notice and date of mailing Januar.¥20.,.15j.'7O',.. Is est(Jte subject to the filing of a Federal Estate Tax Return?N.Q . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $N.o.ne p.ai.d . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . ...................................N.Q ~..-~,,:~_._. Give Names and addresses of all unpaid creditors who are legally entitled to noticei together with the amounts of such claims;state whether they are admitted to be correct;and w.hether 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: Balance for distribution per account, Itemize any additional debi,ts not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: "• Total additional credits (Subtract) Balance for distribution $2 T 281 3-8 . $..---_._- . $ :. $2.,281.1.3.8 . ... If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);' Distribution has been made of all specific legacies under the Will.Balance consists of cash • If Family Exemption claimed by Petition,give place of Record:_N.one____...__.._ _..___. 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: William A.'Mathewson COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. Entire Re~id~ary Estate • The above named Fiduciary or representative thereof, being duly .__Sl'iOr_n._._..__doth depose and say that the facts set forth in the foregoing petition are true to the best oL hiB_.._knowledge and belief. .._--.S.NO.r.n._.._.__...to and subscribed before ? h·"d 0;"d f.F.b 19 7.0metIS__...:..,l:.__.:ay ,0 __...e.ruar.Y-................... Signature ~f officer_5?zz;;;,~~_-i?~_ Title of Officer):.~f~. . .Urs.MallP.Zeman,Notary Public OffICe expl res -';ll••rotl"IHlr~r .VJas..'li.."lgUln.£olUlty,.p.l1l.'"•••••••••••• Mv_y;;_~_<-;1n_Expir_~~.~,,'~'197/,-\,..I And your petitioner will ever pray,etc. U(~~~__ _ . William A.Mathewson Administrator c.t.a. .",.. ) "No 63 6.9.~B.Q6 . Estate of....JANETTE..ALI.c..E..NA.THEVfS.QN, .i!L}}jg J.A~.r.1'~..A.•....JYJA..r.~W!?QN . Deceased ..W'll'A M hFlduclaryJ..••.l-.aID.t •••••lat ~~§Q.n.,. .Adminis.t.r..at-Q.:r.c t a,;cc•••• PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-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 Iiens 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. .....ZElIfIAN...AND..,ZEl'lIAN . Attorney S""'2 I " " '\1d "O~l N01;)NIHS'1i'A 511lM .:10 'tElJS\.~3'tJ ON\HV}~TnSSnH 92 1\mJ h j Hd~OL ~(1 3 ·'1\.:1 +'~~,l I ~,,,- ....~p'* ...~.t (i _.::-..,J ~ ;~..~..- \·It r I I ,). ..~#•• ."t'. ,tI". Estate of JANETTE A.MATHEWSON ) ) ) } No.63-69-806 " NOTICE OF FILING ACCOUNT AND AUDIT I,,, To the heirs,creditors and other persons interested in said estate: Please take notice that the ~irst and'final account of William A.Mathewson,Administrator c.t.a.,of the above estate was filed in the Office of the Register of Wills of v1ashington County, Pennsylvania,on January 19,1970 ,and is docketed to the above number and term.Said account will be audited by the Orphans' Court Division of the Court of Common Pleas of Washington County, fennsylvania during theweekbegi~li~gthe third Monday of __~M~a~r~ch~19-1Q at 10:00 oTcloc~A.M.in its Court Room on the third floor of the Court House,Washington,Pennsylvania, where ·and when you may appear if you so desire. Respectfully submitted, ZEr,iAN .AND ZErJIAN Attorneys for the Estate Dated:January 20,1970 r ,,l"""'••,l i-UlIl"""""" ...::,- • ..I~.\>.'1r:• ",-. " ," r. '-"• '. "1 L '-," j I. i ", "., ;.!\.,I,·... , i \.'.J .~.. !' ..l'•.:.' .,',., !" \".'.':;"..~~~:" "..... \, ..' \. ".. \.i ,'~..".,\, ,. !', r· '~","'- ), \ ..~ ",".-,'. ,' ,., ... ,/' .~. .I ";\....',I. "~..-. ;" ..' '". ., ,,'..:\ I ;.". " .~,. ,, "'.,,,",' " " ".,j.""', ~-':".~, OJ ... ',: ," '" ,, \" ".., !'.'. ,. ".' ," ,'" .'' •-j-...•.~"... ,'.::..'\-.'.~.<c'~U~~~i".' '!T~~..' ·..of·~~.2?~~ev.. ,..(~~',.-y~.I-t-"{)-O-rh....4Let>-Z 02-"{-fJ_.'.. ..·.U .~rJ~?l1~~'~C/ .:";I{.ruL .ol.~~L{~~'/n CL-2~.CL-r-t-o/ ,.,..~d-a~Jf~"~?n'~' .,....J(~c<-U~.......~. .·71?fU'u~·tv )". ..".:..,.'....•..........'-!~oA~,~d~-~.. .......~~.C 6Ju~~~...,,y~&~~~~. ......,&q-8-tJ--~~~~" ..,,,J'.-e-r.~,~-.~,.".' I ''.'~If.-~...''., '..:._.rJ 0 ~~'fl-J-.:C0...•..-f ~r?t---i/:.,J''• . •''.'.<'.b /Juv ;;tJ-e:,..·..·~..,~f~·~'. :...'W;;~S .. .' " .,'",.. ,'~. ":.',,:.':..::.'. ':'.'':"".-,.':'.'',.' . . .'",1 •.''., '..''.,'.'""",'"'"''-.-.'· ,.,..:'.'.:..,......."..<., , ' ,'r ,,0'r~.'.,,'•• ".':• , ,'..''''',".'"'.,:,' 1 '.'.'·'...'.'..'.!. ...::':'.:"."....".." ·.'".,.:::}.,:..".)',.'{r:/:','.,,::,;,'::.!:.::'...•..'.'.,.'.,•..,..',;.'.:,,:,','.",.',....•,.....:.,•..,',•..,.~.,:.,..".,':,"'"..',',.".,:'.....:..,>,;,','::'.:....... ,.:.;'!:.'..-'.,'.,:.',~'.",0'",.-'.',,;;.:'.'-;.'".",:•••'.".'!,f,j •,.' ,"..'.'.'..",',~. ..',.t.. ! •,,• J .~..~.~.e.-o-__~.CI~yul Iz---~.-Cd a::.e ..C2c-7-;t ~ J!~.c~.~.... a..-e..--e-.~L r-.h .?r~;lJJ~4-A Jl..~.-p..~~..~ ~..d.e----{~.~~~-0-' t!T"~,-'J)I/.'...,~~~ .~~_./fI';?'.. " .','. I~Adolph L.Zeman,do hereby certify that the foregoing is a true and ~ .correct "'cqpy of the Last Will and Test ent ,.,'.'\.I :~.., '1 . -.....'<',l .'..;l " \.. .. .:; .'.."",t' '""'."....:. ,',I •• '.;',.,,~ "',::•;',:-'",1 '1,.:• .':. ,.,'.'.',':';',.~,.." .'.•.... .~.. ~..'.. .\ ""...'....\\." ~. .."...:.'.'-',-" ,., ... •.~•!.'.•.\',:10j • ,~'"'.r ., .'" ,.".;.. ,.,'.:' .. .~."::' .'•j I ; ,"I'•. "" ,'I . ,;,,;:.., :,,'.", ':,,','"; '",,:',(;.:-!:.:;.':....('':'::. ,:....•.,. I I ".',",':.•'I •I,'.,•• ".,:.,,'·;:.'t". ,. .''. .,,;~'..' ~".'' . •"I i"'.,"r'.".. i\ffi~uutt (@f £xrrutnr (@r l\~mtut!itrutnr ~tatt nf 'tuusyluattia l C!rnuuty nf 1ltIIas4iugtnu )ss: Personally before me,the undersigned authority,a ..N.Q:t.aT:y..Eublic._in and for said County and State,appeared William..A.Mat.hellll:s_on,.__who,bein¥duly sworn according to law,deposes and says that he is the ~~administrator~{thea es- tate of J.ane.tt.e...Alic.e...Mat.helols.on.,._.deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of _ __, 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 ~~Administrator.c.t •a. :.I~- d Sfw~~~~~u~:cr;:~Jbelf2orelmge6t9his :~.~~~. ay 0 ../.~.~.......~x-Administrator c.t.a. Mrs.Mifr~Zefu~NotA~·········· Ca~yseHthi!!i~~i9§t1~n280.19'tDDITIONALINSTRUCTIONS .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 aluututnry aUIl .!\ppraistmtut .of the goods and chattels,rights and credits which were of .Jane.t.ta Alic.e Mathews.on late of Canons.b.urg.,.. Washington County,Pa.,taken and made in conformity with the above affidavit. J PERSONALTY Pittsburgh National Bank,savings account Household goods and furnishings Mutual of Omaha hospital insurance benefits Educators Mutual Life Insurance Company,insurance benefits ,~ Continental Casualty Co.,insurance benefits Pittsburgh National Bank checking account National Retired Teachers Assocation Social Security payment Total DOLLARS 3756 10 100 00 914 28 183 93 1005 72 346 08 556 00 51 00 6913 11 CENTS .....cr- ;:t ~.....<::~..;:t ,.... ~0~0"90t11;,.~t11 ;:t~t(;vVl"'"i ~;:t.~~"'"i !t11 <:;"C"10.. ~~..... ~ ;:l.... -"d"va N01~NlHSV8. SllilJII .JO ~31SW3H ONnnn"i TB'SSOH S£l"d E noM 69. .',·0311 d .......i ;r' •-..~r ..r~lit,( \ ,\~., l ,.,.• ,~. ----~ FIRST AND FINAL ACCOUNT OF WILLIAM A.MATHEWSON,ADMINISTRATOR c.t.a. OF THE ESTATE OF JANETTE A.MATHEWSON, LATE OF CANONSBURG,WASHINGTON COUNTY, PENNSYLVANIA,deceased The_accountant charges himself as follows:'~, To inventory and appraisement Interest on savings NRTA insurance Total The account claims credits as follows: $6913.11 52.04 350.00 $7315.15 >'., Russell Marino,Register The Daily Notes Washington County Reports Russell Marino,Register Russell Marino,Register Letters 14.00 Advertising 12.50 Advertising 14.00 Filing inventory 3.00 Short certificates 6.00 F.J.Buckley Agency Griffith Funeral Home Chartiers Hill Cemetery Association Kurtz Monument Company Canonsburg General Hospital Canonsburg General Hospital Dr.John G.Inghram William A.Mathewson Zeman and Zeman Russell Marino,Register Total Bond Funeral Digging grave Tombstone Services Services Services Commissions Counsel fees Filing account 35.00 1013.00 45.00 180.00 1941.15 997.60 25.00 365.76 365.76 16.00 $5033.77 Total Debits $7315.15 Total Credits 5033.77 Balance $2281.38 .. THE DAILY NOTES C CANONSBURG,PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L.1784, Sec.3.paragraph (3)and (25). State of Pennsylvania } County of Washington ss. Personally appeared before me,a Notary Public in and for said county and state, _______________!'1_~QJ~J.~__~R~y ,who being duly sworn,deposes and says:that _____§.h~L is the 1?-.Q_Q~Js_~~J?~the Notes Publishing &Printing Co.,a Penn· sylvania corporation,and its agent in this behalf:that the said company is the pub- lisher of The Daily Notes,published daily except Saturday and Sunday,having its place of business at Canonsburg,Washington County,Pennsylvania;that the said Daily Notes was established August 1,1875;that the printed nortice or advevtisement,attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said newspa}ler in its regular issues on the'following dates: ______________________________JulY-l_)_,.J_ul-Y-__2_2_J lMly.2.2._'-1_2f?9.. that the affiant or the corporation in behalf of which ~_h~is acting is not inter- ested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time,place and characte~tion a~etrue. -----------------------------------------------------------------------------n;-~--~--------------.--------.JiJlVO eeperSworntoandsubscribedbeforemethis .__...2_2_~day Of~_____~1d;1Y---;---------------19~9 . ---.----.-I::tu~----,M~_ AUDREY J.lONE,Notary PubliiNotary Public Wa ington County,i>a. My ComllJission Expires ""arch 30,1970 r-....,---.;.. \.Washington County Reports Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) Estate Notices The Register of WiJIs has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. ( / PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}SS STATE O:F PENNSYLVANIA,• Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiaJI legal periodical for said Washing,ton County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS,was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: MATHEWSON.JANETTE ALICE,a/k/a JANETTE A.MATHEWSON, Dec'd. Late of Canonsburg,WashingtonCounty,Penna. Administrator C.T.A.:William A.Mathewson,P.O.Box 101,Canons- burg,Penna.15317 Attorneys:Zeman &Zeman,Zeman Law Bldg.,Canonsburg,Pa.15317 ...........J.u1.¥17.·t..·..2f.1...t 3.1.t 1.9..6.9.. .~Editor that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertisin and that all of the allegations of this ida;t as to the time,&!.e and c er f t publicationaretrue.', .- ...',.~'," Sworn to and s:~~~:g..~~.e,..Jll¥4mr----·' ~'.": ..3~S.t ~of..:..;J.ul:v,,19 6.2 . ·-:~~~::::::::::~~w~- Washington,Washington Co.,Pi. My Commission Expi"" NoYember 1,19611 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 _ha verily believe, Sworn and subscribed before me thiS....I.%.«.._-__...~~?~_.'~~~~.~---- Warshington County,ss:I do certify that I have given legal notice 'to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs thereof Hled to No_b_3_-::Z()~_k________;..~.n Witness my hand and offiCial seal thls...~..... dOYOf_~~:--l-~~~--: _.__Register of Wills N, .........::;oCo) o 49 1\i rn<ll....P. RUSSELL MARll"IO REGISTER OF WILLS WASHINGTON GO .•PA. ~.~ o..... F I LEO, '70 J~N !9 PH 3 ....o ~.~! \i.~ ~i \!~i ~l ciz '-. , (, .....~.,' ,j ... -.. '''. ., " '. " )-r-.-. "• .. ~ tv :'/;,- /./".-~ 1,'(,......~··•-~#"·-\,.,,~/~ .'/'""'".-"'...",.,. J. ,.-:.,.'. •1 .). , ~tt tq:c Qrnurt nf (ttnmmntt 'l:cus nf ltas4itl!Jtntt Qrnuttty (@rp4aus'(ttnurt minininu In the matter of the Audit of Account in J Estate of JANETTE ALICE MATHEWSON) a/k/a JANETTE A.MATHmvSON TO THE AUDITING JUDGE: No.63-69-806 Enter -'-OLJ,'..l.J1rL..-appearance for Wi]]j am A.Mat.hewson, Administrator c t.ea N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objec ns to an account as filed,shall be concisely stated in a separate pape . Council suggesting proper distribution shall file a separate concise state- ment in that regard. No.63 69-806 In re Audit of Account in Esta,te of JANETTE ALICE MATHEWSON, a/k/a JANETTE A.MATHEWSON AUDIT 'ra:rrip:r fnr i'.pp:raraur:r FOR William A.Math~wS"&l'l-.l ', •.~.C'__ Admi~tffi~()r r,......,t._.::1_. ....~---0 1'",~<.:;(;.:;~::0 M""i Z -t ;;=-~'~--.c.~~~..-......:._._.0 0_,.~~~,~.,1:'ft'rloo;-.;!::J'"--..~_:;!'::'=r: ""--"~--'.'SiOiJ~--....-;,I Ln. ;'?:r E -- -or (';'\,_ ..,..-....;,......~_.' ZEMAN AND ZEMAN Attorney S ~2 j IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,'PENNl . ORPHANS'COURT DIVISION JA NETTE ALICE MATHEWSON, HEARING 0 N AUDIT ,t.'"."IN RE: ESTATE OF ~Deceased.z~~UlZZIIIII. ) ) ) ) ) ) ) No.806 of 1969 Mathewson,deceased.The Administrator CTA is William A. there anyone else in Court at this time interested in this estate? Mathewson and the attorneys are Zeman and Zeman.This estate is likewise represe.nted by Mr.Zeman who cannot be present.Is Number 806 of 1969,the estate of Janette Alice ZEMAN &ZEMAN,ESQS.,of Canonsburg,Penn ., representing the Accountant. Tuesday,March 17,1970,at 10:00 0 'clock A.M. EST. THE HONORABLE P.VINCENT MARINO,Judge of the said Court. ~BEFORE:I-"ziUl; ~APPEARANCES: a; I-UIQ oJ>( ~TIME: :J., :z:totil cD THE COURT: lI:III~oII.IIIlI: l-ll::JoU ~(; ii:II.o . " (NO RESPONSE) THE COURT:The audit of this account will be ordered closed by the Court. ( A UDIT CLOSED) -,------1~------'----------------------------___11---1 In t4t Cl!nurt af Cl!anunnn 'hus af lIulllJiugtnn Cl!aunty, 'tnnsylttuniu,~rp4unll'Cl!aurt lliuillinn ESTATE OF No.__6...;;.3_-6_9.:--_8_o_6 _ J JaneM:;e Alice Mathewson, deceased. In the matter of the First and Final Account of William A.Mathewson Administrator eTA ADJUDICATION AND DECREE And now April /af,19~,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due considerationthere~f .tba b~Lance for distribution in the hands of the Accountant is determin'ed to be $,2ljl.l'j 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. SCHEDULE OF DISTRIBUTION Balance per account _ Balance,_ Deduct Clerk's Costs &Recejpts~_ "Attomey Z_e..:...ma::........;n~&_Z_.;e..:..m=.:9..:...n~_ •.f..-'.~ Russell Marino,Agent,trans~er inheritance tsx, WillisM A.Mathewson,nephew,residue, $2,281.38 ~3--~C1-j~tJt,~----------- ,, 0f 0 ,> ~ .....z ~-n ::Jn'--to-9 ~ 0 ::r ~. c (D ~it ::J 3--to o ' 0 0 0.........,.....::l: ~ (D ~ .., t 0"""--to::r ;: (D N a ,•~ co ::l C'..J en <: ~ 'S.,.:J 0.. ~ :=:::::! .,....n::~0 -.-..';;po <.:>..~~~u-z 0 C>-....;;1.,0 .-:::-;~::t- W -,-.of I...J -.!J..u l-~ --i c:::</j (J')::= Cl-v)-::r:- eX ;:;,(.l)U) c:> a;::I..u .:< !..L.r-c.::~..r .'j .. -...."1 ..,• IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF JANETTE ALICE MATHEWSON, Deceased Clerk's Costs and Receipts Russell Marino,Agent; transfer inheritance tax William A.Mathewson, nephew,residue )No.63-69-806 ) )First and Final Account of ) )William A.Mathewson ) )Administrator C T A PAY TRANSCRIPT 1-'~~C~-:O~1l1 ~O.~~~-62~·1:-'66)'~H:::~~-REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 18,1981,J EFFECTIVE JANUARY 1,1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) ,..'S~J 2S-r I *'I rJ go P J.-,J OFFI'CE OF THE REGISTER OF WILLS County of ..:washington...........Canonsburg,Pa • ....william.A•.Mathews.Qn of .?O.$.S'p'J;'ll.q~.~t{:r~.~t"..1;>•••0 •.~Q:?C••:1,.0;1..,.1... (Name)(Address) being duly s_worn.According to law,deposes and says that he is the A._gm.l.n.!_$.t;rJ~~.9.r ~_!_~_.__C!~_ (Exec.,Adm.,Legatee,Etc.) of the estate of__.J.an.e..t.t_e..__Al_iQ~Math_e..w.§_Qn,whose last residence was ?.QJ:LS.P-r-'J~~:L_S);,.r~_~t_,----------------(No.)(Street) _____Canonsb_ur.g .deceased,and that the whole of the estate of said decedent,who died M.a.y:__.'Z.,.__~9_69- (CitY,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN<l:ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value NAn,::> &-A:hAA YH6ih-/.A ,...)/\A--,¥I J7~.1.t ~(;a"rI.~.Iltl.f\ V V'v to "c\~:~~~.~\\~(/ttl .-.! \\f\\'\../ t '\U I , I - Personal Property 1'(~~, ~ry\Pr //~3756.10~~Pi t.t-.Cl".,National Bank saving:s account /'l1' Household g:oods and furnishings 100.00 "- ., Mllt-.IUll of'()m!1n!1 hosnital insurance benefits :91h-.28 Educatiors Mutual Life Insurance Co.,insurance benefits ".183.93". .~Continental Casualty Co.,insurance benefits 1005.72 J'~ National Retired Teachers Association 556.00 - Pittsburgh National Bank.checking account ..346.08 J rF Social Security payment 51.00 Tot'al '.6913.11 ,-.- ."~, .I NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered. Jointly Held Property Estimated Value-'-.,.. "- . N n'np. . - Transfel's 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 BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE.forth this fact.).DECEDENT W~ll~am Mathewson,a/k/a 1\T ."v,"",,,,,Sne~i fi ~1~O"~~v"~H 1 1 ';..m A M ..+-L.~.,.~"""..-P.o.Box 101,Canonsburg,P~~. .. -Mr.s .rnhn M~t-.1-n None Yes n .. Wibd Hav~n Road'1~g~~450 .. -Pittsburgh,Fa. Mrs.Helel:\Phillinq a/k/a T\Ti p ~P.Ye~..tt Mrs .W.E.Brady T11114MapleAvo.1\"'•c"'...n61270',I ~ Citv Mission None ..... A1;r'~M~:lT 'R .1-.."~",,1\T;~,.~Yes ..ff -w 6011 G1ownod,Pgb,Pa 11)227 A1;r'~MAri e 'R'.Grandniece Yes It n 60b.G1owood Pith.Pa.15227 I I I I I j r RESIDENT DECEDENT,DEBTS AND DEDUCTIONS CLAIMED AMOUNT $Funeral expenses paid (*)See Note below Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Fiduciary 'Scommission * Administration Expenses * Counsel fees * Home DEBT OR CLAIM •-NATURE OF SAME OTHER DEBTS AND CLAIMS NOO'E-:-Ltst first five items in the spaces so provided,observe notations thereon,and instructions. Canonsburg General Hosp 1941 5 Canonsburg General Hosp tal 997 0 Chartiers Hill grave 45 0 Kurtz Monument mpany 180 0 F.J.Buckley Age cy 35 0 Total 5003 5 Z08..Spr.UCe..Stre.et ,.:P.O•..Box'.~Ol. (Street Number) G!3:~.Q~I:?·P\1rg,;.l'.~: ". (City or Town and State)', Having been duly sworn according to law,I do her~certifY that the above appraisement is made in conformity with law on this ..................~f~dayOf y-..~y ~..,19 7<;J....~~..~«.~pfp~alser In the event that any future interest in this estate is transferred in possession 01'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'inheri- tance taxes at the lawful collateral rate on any such future interest. Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater or less th,an the estimated amount claimed and allowed._____ SUbscribed'and'sworn to before me this /,,/•...?~.A ~-.~~~.VV~(~dministrator)c.t.a. ~..,~........./.day of ',19.69. ...911~..~;;..1,~. ~&ncnslJur!l,WaSliingto.n COklnty,;..,J If,y C"",~I,:OM "'--••_'k:...I-v~.1t 7, REPORT OF TH~~IST OF W. I,the undersigned duly elected Register of Wills in and for./.~t?:... :County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depone except as to those items where a greater or lesser amount :::d~o~t~.?~~.~~~h..t;;~Qs~~~~~.I~.above,which greater or ~s.s~~.~~~~.~t.~~~~~s.e~.t~.t~.e.~~~~:I~~~~~.s.~.d.e~.~c.t~~~.....'/.(C -J Registerof Wills l""o..J. ~ ,I 'J Fonn No.RCC-62 (12-66) WillAdministration INo.•.. . . . . ...Year ..... IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ...~A~'r~,.A.LIC:&)JIA'J,'~SP.w . Deceased Late of CanGnshur.g . County of : ..Washingto.n .....,..,.'... Commonwealth of Pennsylvania __ .0;OJ<.....(..0_ --.--:::0 .".:1>r;;:<£:..._ REPORT ~ND ~PPR~AP.' -(.D (J)r<"'lZ-irn ilt GJ rn "VJ~.-i ;0 ,-t::::J °'0 ...---~........0<..1'1 ""-OJo:>.=ro::E::u I Z -0 I 0 ~ J:>Ul '-1:\. '~~.""~"."'-,~ "" " j' ~I " J ,- t'-, ',' ....n 37-241-7 •... RCC-8\(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT WILLIAM A.MATHEViSON (Hmitpt:gXAdministrator)'C.'t.A. IN YOUR REPLY PLEA8E REFER TO j In Re:Estate of --'-JA_'N_E_-''IT_E_AL_I_C_E_MA_T_I-_1E_1W_S_O_N__ _________W_A_S_H_I_l~_T_O_N County _File No.63-69-806 Dear Mr.Mathewson: You are hereby notified that the original appraisement in the estate of Janette Alice Mathewson has been filed in the office of the Register of Wills qf Washington County on January 29 ,19..1.0.Said appraisement reflects the following valuations: Real Estate _--'-~~~--- Personal Property __~6~,~9~1~3~.~1l~--__ Transfers ,...---,-__ Total ---'6~.....9~1....3u.•.=1=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 J_a_n_ua_ry~_29.:...,:.._1_9_7_0 _Signed(lJR a.-;x fL)"V'« Title VI.R.CHANEY,CHIE''PPRAISER (f I DATE OF DEATH:May 7,1969 Note:This is not a bill. "CC-39 (5-68) CO/}.MONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY estate of MATHEWSON,JANETTE (Ulst Name)(First Name) ALICE (Ini ti al) DATE OF DEATH__5_-_7_-6_9__FILE NO.63-69-806 REPORT OF INHERITANCE TAX APPRAISER I,thl~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 faith opposite each item in the last column to the right in Schedules "A","B","C",and "E". 01-29-70 05-07-69 Dated:--------'----;.--=------ 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 -6,913 IT 6,913 116.913 11 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$6.913 11 ------4-- INVENTORY Real property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or _FO.::..R=....:U;.::.S-,-E....:O:....:F_R=:..EG.::..I:.;:.S..::.T:::::..;E!_ON_L_Y Tax on $~--2% Tax on $---~--6% Tax on $--------~--5% Taxon $.~ nX~$~ ~~pti~s * Total Estate ~-- TOTAL TAX COMPUTATION OF TAX $-------+-- $---------1-- $-------+-- $-------+-- $-------+-- $1.-.._ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::~t=== BALANCE OF INHERITANCE TAX DUE $$---IC'Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $--------lL- Estate tax paid $--Il- BALANCE DUE $~l __ Add interest at rate of 6%from t= ------lto-----$-----~, TOTAL TAX BALANCE $-----~PAID $---l FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will l N Administration)o. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .JAtJET'rE A.LJ;CE )\111\TtIEW$ON. Deceased Late of County of CANONSBURG .WASHINGTON ... Commonwealth of Pennsylvania REPORT AND APPRAISAL j" -- Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DA1.'E ....................~.?!.l:~~Fy.....?~.?......~.n2........'" Dl1;P.8RTMENT OF REVENUE RESIDENT INHERITANCE TAX WashingtonCOUNTYBtJ'B.EAU OF COUNTY COLLECTIONS",~.............................................................,....................................... HARRllSBURG.PENNA.17127 APPRAISEMENT FILE NO•63-69-806.................,................................................................................. Whereas,..............................tJ.~.~.t.t..~....A.:},,:j,.c...~....~t.h.~x!~.9.D.......................................late of .........................................9..a.:!1.<:>~..l?~,g............................ in the County of .....................".............Was.hingt.on.................................................................Commonwealth of Pennsylvania,having died on the ..................................7....~.h...............................................day of .......................Ma.:y.............................................19..9.9.....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...............................W.~.R.~.....G.b.?n.~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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ PERSONALTY: See copy of appraisement attached 6,913 11 - - - - - ! Total 6,913 11 form~~~~hbl:':::rh:.w",:"aCC<l~!lL~~:~a~o~e~~~r.ceL~~..;...~;j~ade~ Ap leer ~~~~i).~;';;:. ................WM3.JU:NG'r.QN County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JANETTE ALICE MATHEWSON Deceased. Late of CANONSBURG Date of Death,~~y .7.L~9..~9.. Appraisell/Cl!t Docket Vol.37,. Page,.?.4~~.7 No §3.::.~9.::?.9.?... Filed in Register's Office,..~~"!l..~y ?.9..~..1979... Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal j1'om Appraisement,. Entered and charged,. ~ , AND AGENT OF THE COMMONWEALTH Form RC C·lO OFFICE OF TWE. REGISTER OF WILLS of-1lasb;ngton COUNTY STATEMENT OF DEBTS AND DEDUCTIONS O'ODcno"ACeD;'it ~I ~1 THE SUM OF $........;) ~"r~-7(J DA E APPROVED . ESTATE OF ,Janette A.Mathewson LATE OF -1<C~a!.!.n!.!o.ljnb!.s~b~uy,r~g~_ DATE OF FILING APPRAISEMENT NOverober 3,1 969 DAT5 OF DEATH ...J:M~a:1.,Y't-./-7-1',--Il..;9ZJ.6.L.9::z.-_ DATI!NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" Russell Marino.Register Letters 14 00 l'PhA n~;1 ~r l\Trd-AC!A ...;C!;nO".1?'\() 11tJ~C!h;n O"t-An r.R .C:::A...;c::dnO"1J.()() IRl1C!C:::A11 Mar;nn Rep-ister Filinp-inventorv 1 00 IRI1C'C'Al1 M~Y'ino Reeri ~t,er Sbort certifi r.::lt.e~h on H'.r 'Q"1"1...1 o~r !'.t'l'On(',\r 'Rrmn ~t:;.nn.,.-= !~r;f'f';r.h li';-le~::ll Home Funeral 1011 00 Association n;O"O";nO"J.t:;nnIr.h~rr.;A,....C''!-i;11 r.'AroAr.Ar1T 7 IVqrT,'7.'".nt-r.Amn!:ln'\T 'Pf'\mhC:::T,l"\nA 1 ~()()O 1r.~nl"\nC!hl1'Y'0"n.ono,....~l Hnsn;r.::ll Services 1 OJ.1 1 '\I 1r.!:Inf'\nc'hI1,....,.,.r...!:I 1 '!-i f'\c:::n;T.~1 ,..,'("AC!007 {"n-= lnr .Tobn n..Top-hram Services ?I)00 William A Mathewson Commissions 161)76 I 1'70""''''''''",....rl 17 ____r.f'\'1n C!A 1 f'eec:::1h'\7h 'Rl1ccall nlf",,....";"'1"\RAO";c:::r.er H';1;nO"!:I (,,(,l"\llnr.1{"nn ('J'~~I V ~~.£)/fC(5"V,~C~..;-~.W'''''' - -,II' COMMONWEALTH OF PENNSYLVANIA COUNTY OF Washington I,IN'illiam .4..Mathe1'\Taon,Admioistrator c •..:t..a.HEREBY CERTIFY.THAT.TO THE BEaT OF MY KNOWLEDGE AND BELIEF.THE FOREGOING /8 A JUST AND TRU I!lilrATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES O~ ADMINISTRATION SUBMITTED TO THE ESTATE 01'.Jane~A.Mathewson .oEcEAeEc,'As DEDUCTIONS FOR INHERITANCE TAX,PURPOSES. ,(L.5.l Canonsburg,Washln!1ton CountYI Va. My ~~~iO:ExplrllOO~~J-~I /17/ '.U/~L2~~ SWORN AND SUBSCR/BED BEFORE ME THIS I rZ.1I.t~DAY OP' ~~~~rn'·.~