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HomeMy WebLinkAboutOC1969-0809 - ESTATE OF DEEMS--.--~~-------~-----------------,~~-~~--------_........---.......--, PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J ,A.RUSSELL DEEMSEstateof . Deceased No §}:::.~.~::.~Q.~A. A. Fiduciary A1ID.a..J.~l)e.e.:ro.~g.ml . ...................Ge.ar.g.ia..D.eems Caxson . Date of Date of Decedent's death ~.~~.~~.~!..}.!~.~§.~Grant of Leltters ~.~;J;y J.Q.t ;J;.~.§.~. This is the f.j..+.~.t.9.:ng f..iJl.9.1 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~~~will.(cross out one) pate Election Place of; Fi led Record . Name of surviving spouse ~~~~~.:~.::~~~. List issue,where material:-" Georgia Deems Carson -Daughter Did decedent marry after execution of will?{indicate}Yes.No.Any children born after execution of will?{indicate} Yes.No.If answer yes,name them . Leg.atees Relationship " Interest Fiduciary,if deceased or not sui juris Alma I.Deems Georgia Deems Carson Surviving Spouse Daughter 1/2 R§sidue 1/2 Residue List,if exceptions to above: None If partial intestacy,give facts: None Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.x~. If any exception give cause:No.ne ····. File copy of Noti~~.August 27,1970. and date of mailing........................................................................................•...............................r."'••••..••••,.•..•.••r..•"." Is estate subject to the filing of a Federal Estate Tax Return?~.?..~::.:, Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~~.~~. If the Will makes any portiol)of estate subject to a life-estate,give name and birth date of life tenant . No. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is ,denied. None. Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None ~:::J;c..fl1 ::0 (;)0C :r:-0J -(.I)Cn;::-::!rr;~:~~~~'.: 0,....., ;;:'::::;;3: ("'))::,.6 ~:JJ.;-:r:=::: "1Jr-~}>(j)o '<'-..! c:J C::lc--, ---~ r'-.) """0::r -! t....l' <.-vco ':'-'; 1--• ~,-l'~"""......'"f :l.! o.. Balance for distribution per account, Itemize any additional debits not shown by account:$1.7.+9.69.•.B.9 . Total radditional d.~bits (Add) Itemize any additional credits not shown by account: $. Total additional credits (Subtract) Balance for distribution $. 17,969.89$. 420.00 $20,000.00 435.00 If balance for distribution is not in cash,"list-each item held in kind,giving appraised Value (or distribution Value); Appraised Value Cattle (5 head) Sheep (43 head) Real Estate -Approximately 123 acres of land situate in West Pike Run Township,Washington County,Pennsylvania Miscellaneous items of equipment 490.00 $21,345.00 • If Family Exemption claimed by Petition,give place of Record:~~.~~~_..___.__ ___.._._.._._ If Family Exemption is claimed at audit,give name,relationship and basis for C1aim:____ . Alma I.Deems,-Surviving Spouse 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: Alma I.Deems One-half residuary estate George Deems Carson -One-half residuary estate COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly..__ _doth depose and say that the facts set forth in the foregoing petition are true their .to the best oL ___._.._knowledge and belief. ··- - _to and subscribed before me this ..nS.t day af..h\\g),\~:\:~ Signature of Officer..~.............•..... Title of Officer ,.-., O ·MYRA.J".,.HAHS.ufficeexplres;.~.:·:~;:.NotarY Public.;Y'a~jQgtcn.WIl"hi.t"fl (';. .M~Commission Expires March ~2.1973 And your petitionersvill ever pray,etc. ~~~.~~. ~~dt~·~ •...............................•~.:'~~..~~••..........~•••~~":"''!'''~!'•••!"''''!''!''!'•••p'!' j ,f \. No...§.~.::§.~.:-:.~.9..~A.A. Estate of....A!....mn??ELL DEEMS..---_....-.-..-.....---.----_..--_....--_...... Deceased Alma I.Deems Fiduciary.....Ge.orgia..Deems..Ca.:r:son..... 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:pa rag ra ph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem/if pertinent. 3.Copy of Order appointing Trustee ad litem/if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof "of advertisement of grant of letters '-" if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate ;5 Albject the;:o~. BY...dJ.LJ;]__-Z-J:l.-dJ;:~:_:~~sa~.~;;y ~2 \,"\f'.'1'I, ".4.,_:-.,-/:';..:..~~.'-" •.'r :--': ":~:.\I." /'.........~I::._"/. ......,<~~,""'... ....r"4 J ""#/"I I l' .."..... -'111 Ii',.',' i ;; )<-...-~.of .". /t.. -. '. _. GREENLEE,RICHlvIAN,DERRICO &POSA 325 Washington Trust Building Hasbington,Pennsylvania 15301 Mrs.Georgia Deems Carson TO:R.D.1 -Box 262 Daisytown;Pennsylvania 15427 August 27,1970. E ,.;A.Russell Deems,In Re:'state OL ------- ,deceased.------- D Mrs.Carson:ear You are hereby notified that the accounting in the above estate has been filed at the Register of l'!ills Office (Clerk of Orphans'Court)at No.63-69-809 The Orphans'Court will audit said account on \~ednesday, ~::;:!~~~.:__16!._~~.?~at 10:00 o'clock,A••M.,at which time you may be present if you wish,He shall be in attendance for the estate. It will be several weeks beyond this date before dis- tribution can actually be ordered. Very truly yours, GREENLEE, .. .'" ,. ,'1 ". '.~.,'.L.'_ ,.4-_~_ I';~·.. • 1:,,;.:. ---.---_..------.- ......-..,_.....__.-...r .-'.r, "./'1 ,..f',..,....,~.' ...11,.....,j,"••.•\J ....-.".w....f' +....---_.....--- ......./....".~;;,..4 ~~.L,.1 ~,.""",1..of;:.':-,,:~n H'...' "...._~~4'." ~,-,,:1'.'r,,~...r ,.••.........f J(''1 ,!.\'i 0-r.:......-,.oJ ..,-~~..,.-,....,, 'CO ;('V)tl')'C <:: '......-JJ CL .r-"),-......J r::::.::-b 0,r'l ..."..,.::;Jr,~ ....Cl...~.~":"'·til .Of"....,o~a 0 ....,-,-c~~• f •..["....J(""".....~.......i.:C!·<!.:i!,!.",€-~: ~t".~'1"-X.i--()) "~(...)<~::t:c:;;:;--<..?t:..?-"~.....ti:UJ '<c::::llA-o--~~...~..:'f.':~~Ii.'"\:"- ..'..1 •,i -, ,~I•..:,',1 :.:.l;• ~,J__•.,.t ..-.- '.:-c...':1 (f ,'(',,':1:t.r.-.!.;~~,~....-.'....It.• .r ~,...,-,Lt •:.......:.1 ~~.~ ,~(.ftoll -'J ....l:t-~':u::.1",'.}G.'r oJ I_i.",...."LL "...J i C'..",j .....~.-~.i"0 ,.o.r _.,t~~l .1..'-~ U·.-..1 .~~}ri::\~...'li•'.,i~·,......-"j ..~" ~.\or ...;\,_..~•~,M .',...,. ;.<J .'"...t ~...,t , C .I -_..-.-.._..._--_.------ ---~----_._------------/ CltommoUUttaltq of ,tUU5111UaUiU,}!i!i.D1bl!i~in!1ton Qtountg, KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,III the County aforesaid on the 10th.day of JUly A.D.19 69 ,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 A.Russell Deems rate of West Pike Run Township in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Alma I.Deems and Georgia Deems Carson rices the ExecuOO"in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino grant these LETTERS TESTAMENTARY,unto the said ,Register as aforesaid,do Alma I,Deems and Georgia Deems Carson committing unto Them the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Them 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 10th. day of July III the year of our Lord one thousand nine hundred and Sixty Nine Register \. es~~:+-t ~:::~0): N a IL Iii! t ~0 Ill!+-t UI CD!t:l I-Ai~«r-l!a I- (J)r-lUIIIIt:l fi'.i~0)~:::s+-t l:t:+-t~~•< ----_.-.-_.~\---.-.-. _"t---__.~ I,A.Russell Deems o~West Pike Run Township,Washington County, Pennsylvania,being of sound mind,memory and underatanding,do hereby make,publish and declare this to be my last will and testament,hereoy :, revoking and making void all former wills by me at any time made. Firste I direct my Executrices hereinafter named to pay all my just debts and funeral expenses as soon as they can conveniently db so after'my decease. Second.I give and be~ueath to my wife,Alma I.Deems,my household goods and furniture,my automobile,my farm machinery,tools and e~uipment,and all my live stock. Third.I give,devise and bequeath all the rest,residue and remainder of-my estate,both real and personal,wheresoever situate, in equal'shares,to my wife,Alma I.Deems,and my daughter,Georgia Deems Carson. I do hereby make,9constitute and appoint my wife,Alma I.De.ems, and my daughter,Georgia Deems Carson,to be Executrices of this my last will and testamente IN WI'fNESS Wl1.8REOP,I,A.Russell Deems,the Testator above named, have hereunto set my hand and seal this ~day of January in the year of our Lord One Thousand Nine Hundred Fifty (1950). f2y£w,L1!~-;n4(SEAL) Signed,sealed,published and declared by the above named Testator as and for his last will and testament,in the presence of us,and each of us,who,at his request,and in his presence,and in the presence of -each other,have hereunto set our hands as witnesses thereunto. CW //-7r--v Z~_.t'5- J Affi~auit (@f £xrrutnr (@r A~miui!itratnr t;tatt of Jtl1l1Bylual1ia.t BB: QloUl1ty of lIaB~il1gton \ P all b f h d . d h'Notaru Publit"".d f 'dersony e ore me,te un ersIgne aut orIty,a .L•••••••••••;~In an or Sal County and State,appeared......~.+.:m.9.:....t..~......Q~.~m§....§:D.g G.~.Qf..g.t.a....p..§.§P.:\§;C.§,;t;".§.lYA\o,being dulyax-e..sworn according to law,deposes and says that t he y x:ro:he executos 0JX~~~the estate of ...................!::..~~~.~.:::.:..~.~P.~.~.~.~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of A.,Rl.ls.:;l.el.l D.e~.m:.s , 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 ?e the fair value of said items as of the date of th~~ecedent's ~.ased upo.p).a jiIst ~raisement of each Item ma~e by t~e above named Executor s ~~r~lX ~4'Iit~,.~.•.. S ..r:Jd:'b 'b d b f h'0CJ -l ~AlmaI.De~s -Exe9ittor-day o,~orn :~e~109ree t 1S......................../~.Ge.:.d:T-l..UYnAJ~ J·"C"·'·"t.~·..;,......·9·1.a..~~%~~~~............7/~".. .J,. -~_:-ADDITIONAL INSTRUCTIONS 1.An inventl~l'Y rriust be filed within three months after appointment of personal representative. 2.A supplem,ental 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 lJuurutnry null "pprntsrmrut of the goods and chattels,rights and credits which A.Russell DeerrisWest Pike Run Township,were of :late of :.. Washington County,Pa.,taken and made in conformity with the above affidavit. J Real Estate DOLLARS CENTS Approximately 123 acres of land situate in West Pike Run Township,Washington County,Pennsylvania Personal Property Cattle (5 head) Sheep (43 'head) Miscellaneous·(Tractor ,Tools ,etc.) \, 20,000 00 435 00 420 00 i 490 00 ~2l 345 0:0.'I'".,.:. , .......~ 1 'Vel "00 'NOlt)NtHSV/A 5111111 dO ~31~W3~ OtH~VI1113S SO~ '2 Ol U~,£'lOr 69. '0 311 ~ I I IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN THE MATTER OF THE FIRST AND FINAL ACCOUNT OF ALMA I.DEEMS AND GEORGIA DEEMS CARSON, EXECUTRICES OF THE ESTATE OF A.RUSSELL DEEMS, DECEASED. ) ) ) ) )No.63-69-809 ) ) ) ) ) ) The Accountant is charged as follows:l To Amount of Inventory and Appraisement $21,345.00 To Gain on Inventory and Appraisement $000.00 To Income on Personalty 000.00 To Gain on Sale of Personalty 000.00 To Loss Sale of Personalty 000.00 Qon To Income on Real Estate 000.00 To Gain on Sale of Real Estate 000.00 To Loss on Sale of Real Estate 000.00 000.00 $21,345.00 TOTAL ESTATE TOTAL DISBURSEMENTS NET ESTATE $21,345.00 3,375.11 $17,969.89 The Accountant claims credits as follows: Disbursements in the Administration of the Estate: 1968 Dec.12 1969 JUly--25 25 25 Greenlee Funeral Home Tax Collector Dr.M.F.Manning Greenlee,Richman, Derrico and Posa Funeral Expense County and Local Taxes -Grave Marker Services during last illness -Reimbursement for the following advances: $1,339.00 591.61 350.00 50.00 Register of Wills Washington Co.Reports Observer-Reporter Register of Wills Bd.for Assessment and Appeals Probate will Advertising Advertising Filing Invt. Map of West Pike Run Twp. $20.00 14.00 14.00 3.00 1.50 1970 JUly--15 Register of Wills Greenlee,Richman, Derrico and Posa Alma I.Deems and Georgia Deems Carson Fredericktown Real Estate Co. -Filing Account 17.00 Attorneys'fees Executrices'fee -Fire Insurance Premium 69.50 450.00 450.00 75.00 $3,375.11 - 2 - W.26752 ·'y' Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,rus amended. Commonwealth of Pennsylvania,County of Washington,88·:. Personally ap,pear'ed before file,a Notary Public in and for said County and State,Ri.c.h.ard S GQ.w.a.n ,who being duly Slworn according to law,deposes and says thrut he is the .s..~.~.:r.~.t~.r..Y _. of the Obsle·rver Publishing Company,a P!enns'ylvania corporation,and its agent in this behalf;that the s,aid Company iSI the owner and publisher of the Observer·Reporter,SUCCIessor to The Washington Observer,established Se,ptembe,r 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspapeJ'of general circulation,printed and pUblished and having its place of busines's at Washington,Washington County,Pennsyl· 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;thrut the printed notice or advertisement hereto attached is a ,copy of an official advertisement,official notice,legal notice or legal adve·rtisement,exactly a,g printed or published in the Obslerver·Reporter in its regular editions on the following date or dates;.. ....................................J.}J)..y.J.4.~?J ~.p.g ~.?L J.9..9.9.. that neither th<e affiant nor the Observer PUblishing Company is interested in the subject matter of said notice or advertising and that all of the aHega- ~~~.thi,affldRvlt ~tot~'~~'t!L:;;;iLtz::;::: Sworn to and subscribed before me this.?JL..day orJ.!J..1Y...J.9..f:>.9... .M'~Hrt.~~.~.,,< MARGARET M.BRADLEY,NOTARY PUBLIC WASHINGTON,\VASHIr~GTON COUNTY M~COMMIS_S1Q~_E~PIl{E~_MAY 6,1_97~__.. \, ~~EXECU1]RICES'"NOTICE,'•'/ I,ESTA,TE'.OF'.,A:'RUSSEl;,'I1t\D,.,'EEM."S".deceased late of West,Pli{"""R', iTpOwnSh!p,,:Washingto~'"~~nfynIenna.·.",'''''',".LetteJ;s.....:Testamentar .,.,.''a,bove estateu····,..b Y Upon ••the Ith ''''.'f.avmg een granted 'to'e.und~r~lgl)!!d;:all 'persons 'h".Claim,S ragainst~·the estate)ar;vmg ,~l!este~..tp ,m~1{e kllown the.sa~~'o the ·underslgn~d or his attorhe"Iang aU,persolls mdebted to'the dl. Ice ent are requested.to make ',pa ','i~l~;.to ,the ,u,n~ersigned witl1oKt, / Alma I.Deerri~,.,., R.D.I.'-;-.Bo>{'.262:,,:,IDGals~own.Pennsylvania 15427 .,eorgla Deems ,Carson "'"f IIE..,D.1 ,-'Box 262 ,~., .J DalSytown,pennSYIVania ':)}'.'."GREENLEE,;RICHMAN'.:.'" !-DERRICO &,.;POSA"h:~·,:;'.. t.GaYlord,W.Greenlee :.,,,".J''I 325\\.'ashington Trust'B!iUCllhg Washmgton"Pennsy!vimia I>'Attorney.'... :,f ".;',!',-~,,~,",:':1,6'91~4.Mon;.3T,------'----'' ; Washington County Reports n,~ WashingtOD,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) STATE OF PENNSYLVANIA (SS. Per.sonally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publislhed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COL'NTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several court'sof s,lid County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: .............JuJ..y 17.,.2.4.,.3.1.,.19.69.. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of ,hi,,ffid,~i,"g;r;;:;;;:d ~:~:2[~ Editor ....:nst day of Jul:y.,196..9 . •::==,:~~"f Washington,Washington Co:,Pa; \My Commission Expir'.ls NOYI!mber 1,1969 Estate Notices The Register of Wills 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 hav- ing claims or demands to present·t:hem for settlement to the Executors or·Admin- istrators or.their .Attorneys. ••••••••••••••••• DEEMS,A.RUSSELL,Dec'd. Late of West Pike Run Township, Washington County,Penna.Executrices:Alma 1.Deems,R,D.#1,Box 262,Daisytown,Pa.15427GeorgiaDeemsC,arson,R.D.#1,Box 262,Daisytown,Pa,15427 Attorney:Gaylord W.Green,lee,Greenlee,Richman,Derrico &Posa, 325 Washington Trust Bldg"Wash-ington,Penna. •.~ " \ ,, ,~ I , " ,fil '\.OI"I\:",~. ;~~,i..'.~~j ~~i /5 ,~~• ',,!,~• (. ,..~ I \...... STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountan't S being duly sworn according to law,depose and say that the above account as stated is true'and correC'tas..__...t.hey verily bel ieve, Sworn 'and substribed before me thiS__.~~_.. /~""7(?day of _:.......__-_""_..·v__·_c..•.-{...__.......__-1'-:.:-...__. .19L ..... ·~,:-~L~····,~-",.,~~~~./~~.:......--r·.//~e,~.tf~://-'-7~ c5 o 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 filed to No.b_3~_7()-:::.3_7Q . Witness my hand and official 'seal this__:6..IE _ day of.......0Vi:;19.70. .-..--.,.-~---n(UlWlVY'.. Register of Wills eutilot:ll R!'Sf'",i,t'.'"C)I .\10I);:)t L:..'11'\f\11' REGiSTEf{OF ':/ILLS WASHINCTOf~CO.,Pi\. ?70 JUt!7 PtllZ 4\ -,I·EDrlL-__-, ...o Washington County,ss: ~~j ~l \i~i~: ~i ~j ~j aiq cx:lI:a-i\.d~ 4oz .....,.....\.'\..,. j \\. 1 \~"-.<'" _~I'I .'- , -~ l ., ,," ~ ,,,;,.... " ~, ~ ~lt tq~<lrnurt nf QJnmmnu 'ltas nf lIasqiugtnu <lrnuuty ®rpqaus'<lrnurt miuisinu In the ma.tter of the Audit of Account in j Estate of_....:A:..:....:...--=.R.:..::U:::...:S~S=:.:E=L~L::.........'D"-,E""E""-,,-,M,,,,S~I TO THE AUDITING JUDGE: No._...:::6-=3_-...:::6~9_--=8-=0~9 . _ Enter our appearance for Alma I.Deems and Georgia ::-:Deems Carson, "Executrices of the Estate of A.Russell Deems,Deceased, B &Posa __--=-,19_7_°_ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. ~1-+:::'H ~F~1 I -.Di 0 ;.;Q)k L"+'~).,."<il+'~rnr:t1 =-'7 au ?~II 3 38.S =-... +'I--<::l -::l 0 ~0'"0 RUS c ""!~f;;,I"HII'":J k r;;.,)t:.LL W-0::~'H «FEGI 3TEI~OF WI LS0 +'V.ASH iNG "ON co ..PA.:a ~::l-0::=-Q)........1-+ ::l ~.....~~0z ~......!~..........~......\...' r-I--------....--------------_..._---------,-------c----.. J ,r-../--~.,~~,..=----lI------------------------------------1----,. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE: ESTATE OF A.RUSSELL DEEMS, ~Deceased. 0(>~enZZ IIIDo ig BEFORE: \!Iz%en~ ) ) )No.809 of 1969 ) ) ) ) HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO,Judge of the s aid Court. Posa.Mr.Derrico? Deems Carson and the attorneys are Greenlee,Richman,Derrico & Deems,deceased.The Executors are Alma 1.Deems and Georgia Number 809 of'1969,the estate of A.Russell Wednesday,September 16,1970,at 10:00 o'clock A..M.,EDST. GREENLEE,RICHMAN,DERRICO &POSA,ES~~., of Washington,Penna.,repres enting the Accountants. TIME: ~APPEARANCES:~~ Q .J 0(oii::l., ~III oj ItIIII-~THE COURT: DoIIIIt I-It::loo .J0(o~o MR.DERRICO:May it please the Court,we have the necessary audit petition here and all the papers accompanying,including our appearance form.There doesn't appear to be any complications. I think all the bills are paid with the exception of the Inheritance Tax and I think Mr.Hana can compute it.We have elections in kind filed here where the main asset.whkh WaR a farm and the cattle and thin s ,. , .)!i tT'6 " ,(-'.'~~C' '.J .,jr.~jL ,'('it.,r,_oJ -...-II,-, 'l'Jr'...1:-:1"-1'JO:,.,'J:T .l 6 r.!.•f,c.)/'1: ,.'j"...'.....d ; S ,.,-,.....• ':..·..'1··)-,':;-...., J:..f',~.."f,.1 ..'I ,:.,~j L _t~.s J',.J .--~,-~J I -,:-.::)'2 .,-,-1 ,1..1...'..---j ".L j ",- ,...j~J.31.,J.."j(:.)~':j c-r _n '"f-'~"..J,...1.....0 r J.• 0,...:),j _~....;-vlJ '\'.~.Y t JJ )~IF ;'('.',~...J.L':I>.... ..".,jj ,r )..j .j"'-.l ~~j '.Ei t~l.t"""~-('J ti ~~,.,J ~--~)r ,-v .~•.t '.:',~~"..' like that on the farm,of the two residuary legatees agreed to take an signed elections to take in kind.And I included a description of the real estate attached to the election in kindo.So we think everything 2 decedent's estate? .I ..' \1 e <l:z<l:>...)0-enzz111Q, i 0l-CIZXen~ )~U Itl-enC...<ij C:J., :z:t:.III is in order . THE COURT: MR.DERRICO: THE COURT: THE COURT: Court. No debts or claims? No debts or claims other than Inheritance Tax. Is there anyone else in Court interested in this (NO RESPONSE) The audit of this account is ordered clos ed by the .(A UDIT CLOSED) ." iiiIt~I hereby certify that the proceedings and evidence are contained'~Q, 111~fully and accurately in the notes taken by me on the hearing of the above It·:Jou cause,and that this copy is a correct transcript of the same•...<ij ii:~ The foregoing record of the p oceedings,upon the hearing of the above cause is hereby approved and directed to be filed. J. ;.:I';r j ...dl i\r ,J :1 J I}:. 'T 0 if)<: -l a..z •...J '1-:?;0-..'-<.)u.-Z00;.x:i'-_J W f"~ t-Zco)en~o -X ~C)if) 0:::ll.J <1:c;:~ C'...' -_1 L'.J c:::;) •I ;',,<'r""'-!j~.~"!~J~_..9-:.:""'.j ...u :J,)~J'J(..J.--'~':.}t1 PO."~~.:;-.:i"1J~-~>--"...rJ"'~(:~.;.tj ;J.L;.. '.,. '.;l·.-~,..·.Lj .-.:)~~T·!r.'"'tJ..a.....t-".>jl~·..,~~",ff'~''1'l J"-_.--...-~.....................'~~~-.....-~,';.1..1 ':", ;-'•.._., ,,i~ ...;:.~.~;'..J.':~:~i;.:~·_·t ~.'.--".:=':~'.l....i ~~'../_.._._""1"__ ,',~.":11 .":~·i:_-·'c..'n~j'Ji3.t ;j,°1"i j lL.~I {'r· .~-,~-,- .l, -" J i:'•• En tQe atum uf atuututun Jlrns uf Ifn1l4iugtnn Jrnnllylnnnin.(@rp!Jnnll·atuurt ilinininn atuunty. ESTATE OF NO._----I..o:6.,;l3=-6w..9~-::.lo8.u.OL:.9L__ A.Russell Deems, deceased. In the matter of the__F_i_r_s_t_a_n_d_F_i_n_s_l_ Account of AlM I.Deems &Georgia ,Deems Garson Executrixes ADJUDICATION AND DECREE And now Oc to ber .JI ,19.l.!2-,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the b91qn.ce for distribution in the hands of the Accountant is determined to be $l7,96~.~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 1 $17.969.89 Balance:_$17,969.89 Contribution to maintain assets of estate in ~~:n.-' kind,4470.60 Alma I.Deems,widow,an undivided l~interest in real estate as hereinbelow described,held in kind and distributed as such at the appraised value ,1.0060:00.. Georgia Deems Carson,daughter,an undivided 11, interest in real estate as hereinbelow described, held in kind and distributed as such at the appraised value,10000.00 Deduct Clerk's Costs &Receipt:>-s _ At'torney__~G::..:::r~e~e~n~l~e::..::e~R.:.:::i::,:;c:..::.hm='~a~n::....;:;D~e:..=:r...:::r_=i::..::c~o::.....:::&::.....:P...:o::.:::s:.::a=____ Russell Marino,Clerk C.C.,costs in certifying real estate to Recorder, Recorder of Deeds of Washington County,costs recording certification of real estate, Russell Marino,Agent,transfer inheritance tax,$46.77 Interest from 3-2-70 to 11-1-70 1.87 Alma I.Deems,widow,Family Exemption as re- quested at audit, Alma I.Deems,widow,bequest in kind of farm equipment,tools,machinery and live stock, held in kind and dis tributf'd as such at the appraised value, 1000.00 1345.00 $16,874.40 $15,529.40 $20,000.00 No balance \ ~ 0.....~~ 5"z ·n .00+p ~. 0 ::r §,at s::CD " :s 3 0 .... -"I ~. .....0 c t •'"<l:;:~--- .....~ ...rz::t ., b t 0 .. ..... ::: 00+:s-CD rz: & S~::t~~ , " .' -I. ,, ,( \ •r .J • ,. ''0... an undi- uate in ine;thence to all the al estate being sep- Tract 1.BEGINNING at a stone in Lewis F. A.Rugsell Deems,devisor,to Alma I.Deems devise of an un- by land of White H.Wilson,North 85 3/40 West 1 t to a lime stone;thence by land of George W.Deems So st 6qq.6 feet to a stone;thence South 66°West 111.375 f stone in divided 1/2 interest;to Georgia Deems Carson,d vided 1/2 interest;eRch undivided interest right,title and in~erest of the devisor in described $S,VIZ: ALL those two certain tracts or pieces of g West Pike Run Township,Washington CoUnty,Penns arately bounded and described as follows,to-wit. REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF W HING'ro COUNTY BY THE CLERK OF THE ORPHANS I COURT D ISION G.W.Deems line;thence by land of said George uth 7° West 2191.2 feet to a stone in George Yorty's Ii ~)pyllarid of said George Yorty South 73°East 905.025 feet to a s ne,corner of W.H.Hornbake's land;thence by land of said W.rnbake and record d December sSe e place 0 f begin- Deems, Lewis Baker North 14 1/2 0 East 3166.35 feet to ning.Containing 75 acres,6 perches,more or BEING the same property Which George Deems his wife,by their deed dated August 8, 18,1885,in the office of the Recorder of Deeds of Wash ngton County,Pennsylvania,in Deed Book 137,page 519,grante and con- veyed unto Wilber A.Deems. Tract~.BEGINNING at a stone on the road;thence outh 65 1/80 East 856.35 feet to a stone on road;thence Sout 56 1/8 West 672.47 feet;thence by School House Lot South 31°51'Ea t 157.74 feet to a stone;thence South 89 0 East 647.625 f et;the ce South 76°40'East 480.15 feet to a post;thence by la d of W.A.Deems North 4 1/20 East 2217.6 feet to a stone;thence South 6 3/4°West 1472.625 feet to a stone in road;thence South 29°West 93.175 feet to a stone,the place of beginning.Containing 7 acres and 142 perches,less 1/4 acre for school house lot. ..' .... ,\ ~ 0.....». g ~n :J Z n .-,:~ 0 ::r a:iti c CD :J 3' 0 .... .....'-+0 0 0 ~ .' ..,..:I: t ~ CD'., 0-+0 N '"'" := :r-CD ~~ ~::i~~ )' ., ), ), .)r ·. BEING the same property which George Deems )y his dt!!ed dated August 1,1890,and recorded September 24,1890,in the (ffice of the Recorder of Deeds of Washington County,Penn ylvania,in Deed Book 159,page 60?,gr'anted and conveyed unto WLber A.Teems. And the said Wilber A.Deems being seized of the said prcperties died November 19,1944,And by Item,I?of his Lal tWill Bnd Testa- m~nt of reqord in the office of the Register of ~ills of Washing- ton COlmty,Pennsylvania,in Will Book 66,page 1~52,devised the said property to A.Russell DeemS. CERTIFIED TO RECORDER:OCTOBER 30,19?0~ ,. ,, t •J ,. ~ 0 ~.~ -t\::J&rr .,'0 .-fo t:Y g 0 ::rc:lD 8~..j-i (6'a 3 0 0 0 -t\-t\::+.....lD ~ ., .~0-t\ t .-fo::r ;: lD N =~ \;M ~:i r-- tl) (V)U).tl) 0 <r: 4~•..1 0- rr,-..1 :::0 r~"<:..) '"0-~L. ,.-,)0 - .•'j 0~'1::~.- ~.C'-L'_'td Ci._-..--'t-Z 1-(/)U)-' C....)(J)----'- <:::>:;)'-'U) a::w « c:::J a::=.;:i !:-- :..,.,t-:_... Z!' ,'. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA. o. IN RE:ESTATE OF A.RUSSELL DEEMS, DECEASED. No.63-69-809 ELECTION TO TAKE IN KIND I,Alma I.Deems,hereby elect to take on account of my distributive share in the estate of A.Russell Deems,the following: Undivided one-half interest in approximately 123 acres of land situate in West Pike Run Township, Washington County,Pennsylvania,as per Schedule "A"attached,including the cattle,sheep and miscellaneous items of equipment located thereon. The above is to be credited against my distributive share in the final distribution of the estate. IN WITNESS WHEREOF,I have hereunto set my hand and seal this 31st day of August,1970. /~J"d~Alma I.Deems \//<] (SEAL) /, I . I..,.r"" ALL those two certain tracts or pieces of ground situate in West Pike Run Township,Washington County,Pennsylvania,being separately bounded and described as follow$,to-wit: Tract 1.BEGINNING at a stone in Lewis F.Baker's line; thence by land of White H.~lIlilson,North 85-3/4°West 1211.1 feet to a lime stone;thence by land of George W.Deems South 7°West 699.6 feet to a stone;thence South 66°West 111.375 feet to a stone in G.W.Deems line;thence by land of said George Deems, South 7°West 2191.2 feet to a stone in George Yorty's line;thence by land of said George Yorty South 73°East 905.025 feet to a stone, corner of W.H.Hornbake's land;thence by land of said W.H. Hornbake and Lewis Baker North 14-1/2°East 3166.35 feet to the place of beginning.Containing 75 acres,6 perches,more or less. BEING the same property which George Deems and Eliza Deems, his wife,by their deed dated August 8,1885,and recorded Decem- ber 18,1885,in the office of the Recorder of Deeds of Washington County,Pennsylvania,in Deed Book 137,page 519,granted and conveyed unto Wilber A.Deems. Tract 2.BEGINNING at a stone on the road;thence South 65-1/8°East 856.35 feet to a stone on road;thence South 56-1/80 West 672.47 feet;thence by School House Lot South 31°51'East 157.74 feet to a stone;thence South 89°East 647.625 feet;thence South 76°40'East 480.15 feet to a post.thence by land of W.A. Deems North 4-1/2°East 2217.6 feet to a stone;thence South 61-3/4°West 1472.625 feet to a 'stone in road;thence South 290~est 593.175 feet to a stone,the place of beginning.Containing 47 acres and 142 perches,less 1/4 acre for school house lot. BEING the same property which George Deems by his deed dated August 1,1890,and recorded September 24,1890,in the office of the Recorder of Deeds of Washington County,Pennsylvania, in Deed Book 159,page 607,granted and conveyed unto Wilber A. Deems.And the said Wilber A.Deems being seized of the said properties died November 19,1944,and by Item 17 of his Last Will and Testament of record in the office of the Register of Wills of Washington County,Pennsylvania,in Will Book 66,page 552,devised the said property to A.Russell Deems. SCHEDULE "A" ~'"~~:,..., t-~:J .(''''\,..1 ,1-- I:-J'<::::1 c::>r---... ," ..~ y '-, \. .,....\., IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA. IN RE:ESTATE OF A.RUSSELL DEEMS, DECEASED. No.63-69-809 ELECTION TO TAKE IN KIND I,Georgia Deems Carson,hereby elect to take on accoun of my distributive share in the estate of A.Russell Deems,the following: Undivided one-half interest in approximately 123 acres of land situate in West Pike Run Township, Washington County,Pennsylvania,as per Schedule II A"attached,including the cattle,sheep and miscellaneous items of equipment located thereon. The above is to be credited against my distributive share in the final distribution of the estate. IN WITNESS WHEREOF,I have hereunto set my hand and seal this 31st day of August,1970. /J&./~/71 y'.~I(UdJV../YYLtU~(SEAL) Ge .gla Deems Carson Witness:d ~~h(4L.~ I 1I ,.- q I '!"•!.''-IiI:\ II 11 11 l/ :1~t:IiI!ALL those two certain tracts or pieces of ground situate llin West Pike Run,Township,Washington County,Pennsylva~ia,being ;separately ~ounded and described as follows,to-wit: II 11 Tract 1.BEGINNING at a stone in Lewis F.Baker's linei Ilthence by land of White H.Wilson,North 85-3/4°West 1211.1 feet lito a lime stonei thence by land of George W.Deems South 7°West \1699.6 feet to a stone;thence South 66°West 111.375 feet to a Ilstone in G.W.Deems line;thence by land of said George Deems, \ lsouth 7°West 2191'.2 feet to a stone in George Yorty's 1.ine;thence, !by land of said George Yorty South 73°East 905.025 feet to a stone, /lcorner of W.H.Hornbake's land;thence by land of said \tV.H.I ,~IHornbake and Lewis Baker North 14-1/2°East 3166.35 feet to the ;jPlace of beginning.Containing 75 acres,6 perches,more or less. i!"II BEING the same property whlch George Deems and Ellza Deems, ;jhis wife,by their deed dated August 8,1885,and recorded Decem-~;ber 18,1885,in the office of the Recorder of Deeds of hTashington I llcounty,Pennsyl:rania,in Deed Book 137,page 519,granted and I \jconveyed unto Wllber A.Deems.I 'I Ii Tract 2.BEGINNING at a stone on the road;thence South \165-1/8°East 856.35 feet to a stone on road;thence South 56-1/8°II'West 672.47 feet;thence by School House Lot South 31°51'East :';'157.74 feet to a stone;thence South 89°East 647.625 feet;thence :lsouth 76°40'East 480.15 feet to a post~thence by land of ~iJ.A. :Deems North 4-1/2°East 2217.6 feet to a stone;th~nce South ;:61-3/4°West 1472.625 feet to a stone in road;thence South 29° i~est 593.175 feet to a stone,the place of beginning.Conta~ning 1147 acres and 142 perches,less 1/4 acre for school house lot. ,i II BEING the same property which George Deems by his deed :;dated August 1,1890,and recorded September 24,1890,in the,~ffice of the Recorder of Deeds of Washington County,Pennsylvania, .~n Deed Book 159,page 607,granted and conveyed unto Wilber A. ,Deems.And the said Wilber A.Deems being seized of the said :properties died November 19,1944,and by Item 17 of his Last Will '~nd Testament of record in the office of the Register of.Wills of ;~ashington County,Pennsylvania,in Will Book 66,page 552,devisedl ~the said property to A.Russell Deems.I :l I·~I I I, , I SCHEDULE "A" " f:·I i E':'n· i\-m"'l't ""',!1'.•,.Io-' V70 on 21 PI13 38 RUSSELL :.L\HINO HEGISTEH OF WILLS WASHINGTON CO.,PA. '. <. ~i .... 41' ..'.J Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF Wl\$.l:Iw.NG.~.oN . _._---~~-~-----:-~--~-""""="""":'-~-:-~-~~~---:-""""=-:-~--.....--------------.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 extens ion is granted by the Secre tary of Revenue.(Section 703 of ,_the,Inl)~ritance_,~n~.E,!'!tate~ax Act of 1~61.) Late of IN THE MATTER OF THE'ESTATE OF } A.RUS'SELL DEEMS'AFFiDAVIT OF ..··············..··..···..·,·······(·St;t;..f~li..~~~···~f··d~edent)EXECUTOR S West Pike Run Tow~ship,~N~~ ..............................,c·.,.•.•.•.•.:.·WQ..S.b..;;J".n..gt.o,U...............Co~ty . . ::.:.;;;;;~;;;~-::::::}'" .............AJ.xn9.::I:..~P§.~~.?9.:l1g G..S!.Q.~.g.;j"9.:P~.S!m.s G9.:~§..9..D.: of the estate of the above-named decedent being duly sworn,depose and say Eucutor S copy of which is hereto attached.}Decedent'died .Dec.erober 2 .., . (Month) 'Name and address of attorney or} other authorized representative to whom all correspondence should be. mailed. ",,,.......,19..6.B.........,J·testate leavir";g a last will, (Day)(Y~ar)L~~~~ Gaylord W.Greenlee·GreeriTee;Rlchiricin.;·OerrTco ·&P6Sa'. 325 Washington Trust·Building Washington,Pennsylvania .Executors .That as such deponentgi~lffimiliarwith the affairs of said estate and the property con- (Exl!cutor,AdminiBlrator) stituting the assets thereof and their fair market value. That at the ti,me 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 i.nde~edent'sindividual name,with right of access by another as agent ,or deputy,with the excepti'~n of the fof1<;>wi:TIg:-;-." NAME AND ADDRESS 'OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT -----------'---------.-------f---------,--------'-'---1----------None. That the contents of .said safe deposit box or boxes are itemized under ScheduleS or this return,with the exception of the following,for the reasons here~naf~er set forth: ,.That Schedule A attached hereto and made part hereof sets forth full v and in'detail all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage encumbrancesupo~'each parcel of real property at the date of death,giving the amount still due at neath,name of mortgagee,date,rate of interest,and book and page of record thereof.It 'a'lso se·ts forth .in the coIUnm~'pr'ovided therefore the assessed valuation of each of said ..parcels,the estimated market value th'ereof as o'f'date of death of decedent. That'Schedule Battached hereio and made 'part hereof set~forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left bY1the decedent at the time of death,whether in decedent's'immediate possession,standing to decede~t's c~edit in banks of deposit,savings banks,trust companIes;'or 'other instttutions,:whether individ~~iy;-(;r-):n...trust for .'any other person or persons giving also separately the accrued interest thereo~,gif~·!.lhy-;;doWJ(to''tne last interest day prior to decedent's death in the case of saVingS banks,and to the~dat~;i decedentis death~'"--. in all other cases;all bonds,postal saVings,treasury certificates or notes an~9the~eyidence of,in- debtedness of the United States to the decedent;·all obligations,whether by s:tl(,£ti'te~~r agreement ,they -"'..--.~..............- are designated as tax free',of the Un'f'ted States~or any state,or political sub-divJ.:sion thereo'f-;or of~ny foreign country,which are owned at tHe'time of death;all wearing apparel,je~e~riY~'~ii~~rw~re~pic- tures;books,works of art,household fur'ni ture,horses,carriages,automobiles,boa"t~;';",and"iin'y and all other personal chattels of whatsoever kind or'nature,left by decedent,together with the fa'1rly estimated market value thereof;all bonds and mortgaltes 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 estlmated 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 policl'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 diyidends 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. .' i ;.... 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 bus;ness,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 ~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 h~reto 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 cony of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said schedule a list of all property,real and personal,with its value,which pa~ses at decedent's death by virtue of the exercise by decedent,either indiVidually,orjointly with another,or any power of appoint- ment vested.1n 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 unpaid at time of death;taxes accru~d 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","en,"E",and "F"as directed therein,. have he.n.m~~e:forW"dand properly ~egl'tered In the ._"yo.&J.od~ Sup.sCflDed an.d.~worn to before me thIS ~lmaI •...ageems n ...'...:-f).....ol.T~~ ............::~c:?::::::d.ayc of J..1J.J,y.19..6.9._..e·or..cr±rt:;l"l.e~ms:G 'I'l.~.""..-.-.(xecuform"UJum«xQRUJa..L.O:>Vll J,/IYRA :.Y.HARSH R.D.1 -Box 262..···U~TY ~~bli~:··W~~h·i·~gt~·~.Washington Cii:·······..····..TS';;;t..N~;b;;.)"· · · ·.. r~X ~Qmlllission Expires Marcil 12,19~.1......~.a.:.~.~X.~.?~?..~~.~.~.~.~.:¥..~.Y.~.~~.~.. (City 01'Town and State)15427 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 dat~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 (i-6~·). COM~PNWEALTH OF PENNSYLVANIA DC:PARTMENT OF REVENUE BUREAU OF COUNTY COL.LECTIO/'lS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE UA" -J(fAL 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 entireti,es,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 Commo(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 qeath of decedent.Taxei,assessments,acqued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not.be deducted from thl!;schedule. . (1)(2)(3\I DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTIONDECEDE'NT'S,MARKET VALUE (Do not write DEATH In th Is space) Approximately 123 acres of land situate in West Pike Run Township,Washington County,Pennsylvani~having erected $6,835.00 thereon a two-story frame'dwelling house. I,n.-J9.!~i;-i'~~ j~F:V,/~-~_hl:J..tf6-i'~b JI.£'~~~5 4 ~'J ,,~ {)Ji,~-~~wd-~-~ Insert this total opposite ureal property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. $20'OOO.OO~ $20,000.00 ..-'COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "13" 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. ITEM List and describe fully Tangible Personal Property UNIT VALUE ESTIMATED MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) Cattle (5 head) Sheep (43 head) Miscellaneous (Tractor,Tools,etc~) $435.00 a~,.£/(~ 420 •00 CJ1fli(!-t 490.00 TntangibIe Personal Property None. Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x x $1,345.00 $1,345.00 Rcc-36..' COM~ION1YEALTH OF ,PENNSYLVANIA Tlli\NSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRA.NSFERS (1)Did decedent,within 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)~L-- (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)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 enj oyment at or after his death? (Answer yes or no)No. (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)No. (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or nO)~~~~EOh.~-__ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others _ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)No,c-- (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)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 None. MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. SCHEDULE "E" JOINTLY OWNED PROPERTY ·~:;.c L'-,)0'.,..... ltF:~I])EN1'l~ECEDENT '.. CCM\ld\iWF:\LTH OF PENNSYLVANIA f':,\X::;rVH fi\HFlUT;\NCE 'I'AX I:\STRlT,TIOSS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi til 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 tmder Schedule "A",plus the date and place of record of instrwnent 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 acquisi tion,and the name,address and relationship (if any)of co-Ctwners to the decedent. Description of Property,Date of Acquisition,N~me-I Address and Relationship of Co-Owners,and Place 1 of Recorn of Instrument,wher~_Rea!~state.i unit perce~t~j~---Estate Value Share Valuation .-1______ DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest None. I Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"colwnn on the last page of this return._-_~J •f'... RGC;37 (12-63) C'ONll\lONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT .. SCHEDULE "0" 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 Alma I.Deems ~urvlvlng 1/18/92c""''""'"..."v~~T">.-~~,... 1 262 ....--x ....."'....cu.:tR.D.-Box Daisytown,Pennsylvania Georgia Deems Carson Daughter Yes 7/20/22 Residuary Beneficiary-J:'I..u.'.L-DV.h ~U ~ DaisytN •m .....1u""",';"".J. .- -.• ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT Will Administration t No..¥~7 Year ....lP.? P.I<THE (Executor-Administrator must complete "As Reported"column #1.) 0 ~'ij ~...Cb Cbas:»...e:..til i:l til til til a >-J it'i:l 'ij...e:.....s:»til a:><'ij "t:ls:»Cb0-...... (b a ~"t:l t%1 Cb... til ........'<s:»....Cb A.RUSSELLDEEMS,..... Deceased Late of West Pike.Run Township.. c:;"'i'~ County of ~~:S~Il9t~_.: (f)C')c:e:..-__ :r:-(f)c::::I-(f')."')r-"Commonwealth ~f+\lmsylv~ia nl'" ..C')nl r . c1·;:::OI~-0 ~o ~.",,_ REReRl JtNo AElRAISALP--'-.~__",r=","""~""Dr--"""";r::.;UlQ~...',...... l"& Gaylord W.Greenle~' Greenlee,Richman,Derrico &Posa 325 Washington Trust Bldg. Washington,Pennsylvania. \ ~=enc:~~:>~ W en en ~ ()()?"'?"'?"'(")~>:::--- -00 -00 -00 -00 -00 -00 N N :>!-'H b til.,.......~~Lv Vi>0 Cb_~~0 '"g~'\Jl (Jl 0 ......•.... b Cb00c...9 0 b ~ -00 -00 -00.-00 ;(P--00 >-:r. o8-~~.~ ::s~c... • .....'.:.., -, RCC-Bl (2-64) COMMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REnR TO 37-238-6 NOTICE OF FILING OF APPRAISEMENT ALMA I.DEEMS AND GEORGIA DEEMS CARSON (Executor~ Estate of A:.;.:....-:R:.:.::U:.;:S:..=S:;:E=LL=-D:::.;EEMS='=:....-_ _____-:W.:.:.;A:::S.::HI=.:N:.::::G:..:T~O.::.N County -File No.63-69-809 You are hereby notified that the original appraisement in the estate of A.Russell Deems has been filed in the office of the Register of Wills qf Washington County on November 7 ,19 69.Said appraisement reflects·the following valuations: Real Estate _--'-20~,00;:;-·~O~.;.,OO~-_ Personal Property 1~,~3~4~5~.~O_O __ Transfers --:;;:-::--=-:'"=-""'::"::__ Total ~-=2::1:.z..ot!.:.34:t.o5'-!.~O::::::O-- 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 __--=.:.N:::..ov.:..e=mb=..;:e:.,:.r---L7J...-=1:::.9!.:;6~9:....-_Signed MR.cLu,~L~'-A.-~~ Title W.R.CHAN~F APPRAISER DATE OF DEATH::December 2,1968 Note:This is not a bill. --~------------------------------------------ ,- RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of DEEMS, (Last Name) I. (First Name) RUSSELL (Initial) DATE OF DEATH 12-2-68 FILE NO.63-69-809 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washingtcn 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 itern in the last column to the right in Schedules "A","B", "C",and "E". Dated:1.....lo.::-;"",07'-'-=.-¥69J.-_ 12-02-68 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS VALUE AS REAPPRAISED $-------+---'J()i'V'I(\m ,?'l.l:i 00 21,345 00 $"ltY (I() 1 'U'i 00 21,345 00 VALUE AS REPORTED VALUE AS APPRAISED $ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $-----------l----~ nxoo$~ Tax on $5% Tax on $10% Tuoo$1~ ~~ptioos * Total Estate --I-__ TOTAL TAX COMPUTATION OF TAX $--------4-- $------~~- $--------4-- $--------4-- $--------+--- $-----_---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 aftell'death ::::::::::=t=== BALANCE OF INHERITANCE TAX DUE $t= Add interest lilt rate of 6%fro~ _____to $------ AMOUNT OF ESTATE TAX ASSESSED $--------1L- Estate tax paid $---'L- BALANCE DUE $----Jl- A_d_d_in_t_er_e_s_t_at-t::_te_o_f_6_0tl_o_fr_o_m_$---------It=. TOTAL TAX BALANCE $-------1. PAID $....J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. tv Will t Administration ~No...Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ....A•.Fi.{J.S.S~LLPEEMS. Deceased Late of ~.'l'..P.:I:Iq;~IDL'l'Wr.! , .( , ./ r County of ......WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL .... / J " ~, Fonn RCC-2 ,DEPARTMENT OF REVENUE,.- BUREAU OF COUNTY COLLECTIONS......... HARIUSBURG.PENNA.171Z7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~gy..~p..~.~7..~~.~§..~. VW h'gtCOUNTYasUlon..................................................................................,.,.. FILE NO...~?:.~.?:~.??.. Whereas,~.~~:g,~.~.~J P~.~~~late of !'!~.~:!'l?,:?::~.~?~~.~. in the County of ~~.~.~g:!'.9.P.:Commonwealth of Pennsylvania,having died on the 5 00 "..day of p.~~.l:>.~:r 19 9Jt,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~.~.~.~g~~.~.r ,an appraiser duly appoiIitedaccording 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: I th t th t f tit t I thl t te I t f d I Itt II t I h I f th ddt ftneevenaanyuureneresn s es a s rans erre n possess on or en oymen o co a era e rs 0 e ece en a ertheexpirationofanyestateforlifeorforyears,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future Interest.I.. Unit Appraisement i Description of Asset Values Made for InheritanceTaxPurpoles $ ~ REALTY:-- Approximately 123 acres of land situate in West Pike Run TOlmship,Washington County,Permsylvan ia, having erected theron a two-story frame dwelling .- house.20,000 00 PERSONALTY: Cattle (5 head)lt35.00 Sheep (43 head)420.00 Miecellaneous 490.00 i 1,345.00 1,345 00 Total 21,345 00 I I form~~:':fhbl:~~:~h~w~·~41lLto~~,~.~o~~"~pEr;;·~o;;..=r~~;:t~~~~~~ ~J..jAJ .C/(If mbO\'and ~~t}___ ......... ............................,..................................................................................,Penna, (PaR Oftlee) WASHINGTON.............•...........County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of A.RUSSELL DEEMS Deceased. Late of wWT PIKE RUN TWP •...................................".....". Date of Death December 2,1968J•••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• Appraisemellt Docket Vol.,'J..7.. Page,?3..$.~.6.No 93.':~.6.9~$..Q9 .. Filed in Register's Office,I:J.<>.y.l:l!fll?~~7.LJ9.§.9.. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal f"om Appraisement,.. Entered and charged,.. .' •i .Form ~~C c::·10'...,: I OFFICE OF THE REGISTER OF WIL.L.S OF _..JW(U;l,a...su..h4.il.Jn~g..J,to.l.OLln""--_COUNTY AND AGENT O~THE COMMONWEAL.TH STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN j l:I.Lf·~(~1 ~ THE SUM OF ...........•s..T . IO,'/,tI-}O DATE APPROVED .•••••.•.._..~.~rn/ Regiltor of Willi.Agut (J.f'Jril' ESTATE OF --=A;.:..:...--=:R~u;;.:s=....:::.s..:::e;.::l:.:l:::...-D=--=e:...:e=m.:.:;so::.-..ATE OF _...:W.:..:e=S~t:...-:P;....;l::.·k~e~R~u~n~T:....:o~w~n~s~h~l:!:..·p~_ REMARKS AMOUNT 7C:;() 450 0 591 6 ':ll::n nr t;(\(\( 20 O( ,II n 1 L1 (\ 1 () 1 c:; ,.,n 450 O! 1.339 OC •11m Expense and Local Taxes Executrices'fee Advertisina "c:::;nrr Attorneys'Fee Fire I Proba.te Will Pi1inrr 71 1 P;1i na Invpnr()rv r'11~~.~,~Mao of West Pike Run ~,m Greenlee,Richman,Derrico ~lma I.Deems and Georqia Deems Carson &Posa Reqister of Wills lIAT.:'l ch; IRpa;c:::rpr ()f w;"c::: InhcArvpr-Rpnorter 9 ." ,c:; 1 1 1I 1 1970 .1'11 1 v 1 c:; fl t 1 1 t Julv !\ ,qhq i j-.........oWo!4---4-----4------------------i--.~_·_--------------_I----+---1 1 iTaxCollector'Ccun~v \Dec.12 Greenlee Funeral Home !Funeral IIl------f-JL?'...;.J...l::-+__---f -t!....>G.....r.....aYP V:a rkpr 1----+-..?'...I.....t;-+-__+'ln..!.o)rlo....a.._~M_.k....IF-!.:M~a~nd.!nl!cl,!,.·nlll~a -I\f_~se~rv...;,.ces duri na ,rI c:::of-;1 1 T""C , I II iI I COMMONWEAI..TH OF ,~t:NNSYLVANIA "I T/"ash l'ng'''-or'ra.:COUNTY OF ~..L.:.-.-..-----J~we Alma I.Deems and Georgia Deems Carson HERESY CERnn.THAT.TO THill:IIEaT O~ I 1,-._ ~.. 11....._----------------------------------_ J ~..: '., 0:::>if).ct 0 .J 0-;;t:..J--0c:n .....3i:<..) 1__ ,).«f U-x:::~~.:z: '" .c::0 0...-',.,..'l-u-c, , .0 ,uJ-'.......".r-t.l.-!l-""-uJ (fj r.I)...,.. U)-..-...-I (9 if)-l ::::;:::?uJ «d;-:>~c:.~-0 l""-LL-...