HomeMy WebLinkAboutOC1969-0814 - ESTATE OF LINCOLN'~------..~~~-~-"~------------------~~--------------.,
..,PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form J
MARIE LINCOLNEstateof _.._.
Deceased
No .Q.~.::.Q.9.~JUA ~.
Fiduciary .:J..·~.?~.~~.~~p.~.~~~,.
Executor....-____-.
Date of Date of
Decedent's death J...~~1.Y.~.'---J9..~9.Grant of Letters }~~Y..}J.L.~.~.§~.
This is the ¥..~~.f?!:;~..f~g~J..account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term ::::::.
................--___--___-..-_---------____-..- -___..-_-__---.
Election to take
Under or Against will.(cross out one)
Date Election Place of;
Filed Record .
Name of surviving spouse P~.c.~.g~nt:n~.Y.~J:..m~~.r.j..~~:L .
List issue,where material:
None
.Did decedent marry after execution of will?(indicate)IDeX No.Any children born after execution of will?(indicate)
~.No.If answer yes,name them .
..--_---__-_oooooooooooooo - -_oooo-_oo ~oooooo---_oo•••_oo _..O'_oo-_oo- _..__..O'_..O'O'O'O'O'..O'oo oooo oo __O'O'oo_..O'O'O'.._..~_oo __- - -_.
Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
J~Duane Johnston brother...in...law Entire estate
List,if exceptions to above:
No exceptions
,
If partial intestacy,give facts:
None
Adeemed:Revoked:Lapsed:Abated:Give Cause:
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.~
If any exception give cause:.
File copy of Notice
and date of mai Iing F.id.uc.iar.y.is Qnly...iut.e.r.e.s..t.ed p..Q.l:'.ty..
Is estate subject to the filing of a Federal Estate Tax Return?~?,~.
A t I d Y 1·T f I he ·t I A .t $.5,250.(less 5%discount)
c Uglg~yi~reeaREloaf er~~~~i~ua~nrr~b11i~yC~aeha~~~L~······ria··RIcIiard··"tr:···joiinston
If !r,e vJi~'ma\el anyeporti6'rfgp.r.fallsubject ta a life-estate,give name and ~e of life tenant :_~_:_~_
"Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
NONE
Give reference to 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
Balqnce for distribution per account,
Itemize any additional debits not shown by account:
Total additional debits (Add)
Itemize any additional credits not shown by account:
Total additional credits (Subtract)
Balance for distribution
$...}'Ione-__.
$~~.~:_---_.._------
$.~.?~.~~.?..._-~-~-_._----_._...
$..~_?~.~~.?.:.2.~...__._...._
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
PERSONALTY
120 sh Phillips Petroleum Co.,Com.Stock
33 sh United Park City Mines Co.,Cap.Stock
Lady's diamond ring
Household goods
-app.at
II II
'.1 '.'
"'.I
$3,817.50
173.25
50.00
100.00
REAL ESTATE
Undivided 1/3 into in tract of land situate in
Morgan Township,Greene County,Pa.;containing
78 acres,more or less (unimproved)
'"
J
II "375.00
4,515.75
.'---,
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
Estate of
MARIE LINCOLN,
deceased
)
)
)
No.63-69-814
E L E C T ION
AND NOW,May t:z ,1970,I,J.DUANE JOHNSTON,sole legatee
under the Will of Marie Lincoln,hereby elect to take,in kind,
as part of my distributive share in her Estate,the following
assets:
II 11
11 "
PERSONALTY
120 sh Phillips Petroleum Co.,Com.Stock -app.at
33 sh United Park City Mines Co.,Cap.Stock " "
Lady's diamond ring
Household goods
$3,817.50
173.25
50.00
100.00
REAL ESTATE
Undivided 1/3 into in tract of land
situate in Morgan Township,Greene County,
Pa.;containing 78 acres,more or less
(unimproved)II II 375.00
4,515.75
I,'J.Duane J&bstOnv
,.-
If Family Exemption claimed by Petition,give place of Record:~~:.~~.~~__.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:No...c.1aim..
List any advancement or distribution on account that has been made,and nature and amount of same:
NONE
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
J.Duane Johnston,brother-in-law
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA
The above named Fiduciary or representative thereof,
being duly_l?_Y?9.~~_doth depose and say
that the facts set forth in the foregoing petition are true
to the best of hi..$.._ _knowledge and belief.
....................~~E.~to and subscribed before
me this.._t.7:-:day of ~y.19...?9..
Signature -of Officer 2h:a.-a..(.~"-.).?iJ~:"~;::..d.(-:.~.J...
~~~~ice?~~.QJ;~~?~}Y=~~.
Office expires ~-&-d ~r ..t.$.:l.J..
intire balance (including
assets in kind,appraised at
$4,515.75,per attached Election)
And your petitioner will ever pray,etc.
_;AfJ~_~__________
,No.63-69-814
Ii
"Estate of ~~~!:-.!~.~~~~F..'liLL..F 'f)".~....:1,_W;:1
J.'Duane Johnston,fWSSELL.MARiNOFiduciary"···r>,E···G··/··S·T("I",O·.".",I ,'l L"
"f\en r ~'~
-Executdi:ASHIN(}iON CO:,PI:.
.'..'"
I l
"Deceased
,70 NAY 2B "p1'1 4...._-.._____-:..;-:-_-.._ _..-_-
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 raph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of WiII.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
,
\
ALEXANDER McILVAINE
Attorney
~2
'~---------~J
I
Q!ommouUtta1t4 of ,tUU!lYIUaUia,}!I!I.lIa!I~in!ltnu mnuntg,
KNOW ALL MEN BY THESE PRESENTS;Whereas,at Washington,III the County aforesaid
on the 11th.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
Marie Lincoln
late of washington in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
J.Duane Johnston
the Executor III said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
J.Duane Johnston
committing unto Him the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring Him
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this 11th.
day of July III the year of our Lord one thousand
nine hundred and Sixty Nine
............_-~~
Register
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Cltnuuty nf lIaDQiugtnu \
Personally before me,the undersigned authority,a.NQ.1;§J.;t;.Y.p.g1?.!.1:..£in and for said
County and State,appeared :J..~J?Y..~N~J.Q!g'!§,';!;Q~:who,being duly
sworn according to law,deposes and says that f;he is the executor Ot~KaIDt of the estate of
.............MARl~L.J.N.C.~:n:'.K deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of...~~!.~b.!~.9.9..b~,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named Executor .Admd~orK
Swom and 'ub'cribed before me thW......l..?.....'._). /f).was~~:;~;f!~:~~~;·IN~;:!;~~~;;:M~··_···
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
were
3Juurutnry uUll1\ppruillrmrut of the goods and chattels,rights and credits which
of ~.~.!.~b.!~9.Qb~Jate of ~.~.~.h.!~.g,.~.~E..
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
PERSONALTY
Cash in safe deposit box
Checking Account -Mellon National Bank &Trust Co.
Savings Account -First Fed.S &L Ass'n of Washington
Savings Account -Mellon National Bank &Trust Co.
1,809 00
1,332 80
15,623 27
13,345 91
Savings Account -First Fed.S &L Ass'n of Greene Count~5,674 85
Social Security Admn.-Lump Sum Death Payment
Prudential Insurance Co.-Proceeds of Policy ino 495 286
American Express Co.-Travelers Cheques
Blue Cross of W.Pa.Refund on premium
J.P.Wege Ins.Agency -Refund on fire ins.premo
120 sh Phillips Petroleum Co.,Com.Stock (@ 31-13/16)
33 sh United Park City Mines Co.,Cap.Stock (@ 5t)
$25.U.S.Sav.Bond,Series E,dated Jan.1943
$25.U.S.Sav.Bond,Series E,dated Oct.1943
$25.U.S.Sav.Bond,Series E,dated Aug.1944
$25.U.S.Sav.Bond,Series E,dated May 1945
$25.U.S.Sav.Bond,Series E,dated Feb.1946
Carried Forward ...........
\
255 00
603 80
100 00
9 70
5 00
3,817 50
173 25
43 93
42 33
40 96
40 29
39 33
39,956 92
~:-.....l/
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Brought Forward
$25.U.S.Sav.Bond,Series E,dated Dec.1946
$25.U.S.Sav.Bond,Series E,dated Sept.1947
$25.U.S.Sav.Bond,Series E,dated May 1948
$25.U.S.Sav.Bond,Series E,dated Mar.1949
$25.U.S.Sav.Bond,Series E,dated Dec.1949
$2.5.U.S.Sav.Bond,Series E,dated Oct.1950
$25.:,U.S.Sav.Bond,Series E,dated Aug.1951
$25.U.S.Sav.Bond,Series E,dated May 1952
~,
3 -$2.50 gold coins
.,-
6 Silver Dollars (dated 1889, 1904,1885, 1892,1887,1888)
Lady's diamond ring
Household Goods:
Sofa &chairs )
Windsor chair )
Washstand )
Chest of drawers )
Hollywood bed )
Total Personalty .
REAL ESTATE
Undivided 1/3 interest in tract of land situate in
Morgan Township,Greene County,Pennsylvania;contain-
ing 78 acres,more or less (unimproved).See Frances M.
$39,956.92
38.87
37.47
36.87
35.72
36.10
34.67
33.50
33.51
7.50
6.00
100.00
43,407.13
Lincoln Estate -Tax Docket 24,page 9.375.00
TOTAL ESTATE .
- 2 -
43,782.13
Il
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SIIIfl\.:J 0 '.l"V!Ao1,'1\J"'.'_..,oJ.".L SI~3t1I.C \,~••" I ij·c''''n."',)I tl
01 2
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·-
The First &Final Account of J.Duane Johnston,Executor
of the Estate of MARIE LINCOLN,deceased,late of the City of
Washington,Washington County,Pennsylvania.
The Accountant is charged as follows:
---------------------------------------------------------------
To amount of Inventory &Appraisement $43,782.13
To dividends on Phillips Petroleum Stock 117.00
To interest on Save Acct.-First Fed.S &L of
Washington 337.63
To interest on Save Acct.-Mellon National Bank &
Trust Co.266.90
To interest on Save Acct.-First Fed.S &L of
Greene County 134.78
Total Assets of Estate $44,63&.44
Total Credits Claimed
Balance Due Estate .
9,140.50
35,497.94
--------------------------------,-------,
..-
The Accountant claims credits out of the assets of said
Estate,as follows:
----------------------------------------------------------------
7/25/69
7/25/69
7/25/69
7/25/69
8/15/69
10/3/69
10/22/69
11/12/69
Russell Marino,Reg.
Observer Pub.Co.
Wash.County Reports
Russell Marino,Reg.
Mary L.Francis
Russell Marino,Reg.
W.Va.Bureau of Vital
Statistics
Wash.Chair &Ambulance
Cox's Caldwells
Pi.att Funeral Home
Artmore Realty
Dr.G.E.Hess
Russell Marino,Agent
Jeff.Ave.Meth.Church
Kurtz Monument Co.
Alexander McIlvaine
Russell Marino,Reg.
Letters Testamentary
Executor's Notice
Executor's Notice
Short Certificates
Notary Fees
Filing Inventory
Death Cert.for
Frances M.Lincoln
Ambulance service
Bal.on acct.
Funeral expenses
Apt.rent
Doctor bill
a/c Trans.Inh.Tax
Bal.1969 Pledge
Marker
Attorney's Fee
Filing Account
$19.50
14.00
14.00
4.00
6.00
4.00
1.00
20.00
7.99
1,600.26
55.00
40.00
4,987.50
71.25
80.00
2,200.00
16.00
Total 9,140.50
--------------------------------------------------,
Observer .Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
-....,
In compliance with the News,paper Advertising Act of 16 May,1929,
P.L.1784,as amended.
Commonwealth of Pennsylvania,County of Washington,SS:.
Pe,rsonally appear,ed before me,a Notary Public in and for said County
and State,Richa.r.d S.~.GQ.\ll.an.,who being duly s,worn
according to law,deposes and says ~ha;t he is the .s.~.~X.~.:t~Xy...
of the Obs1erver Publishing Company,a P1ennsylvania corporation,and its
agent in this behalf;that the said Company is the owner and publisher of
the Observer·Reporter,succ'essor to The Washington Obs'erver,established
September 18,1871,and The Washington Reporter,established August 15,
1808,a daily newspaper 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 months'prior to the publication of the notice
hereto attached;thllJt the pr.inted notice or advertisement hereto attached
is a ,copy of an official advertisement,official notice,legal notice or legal
advertis,ement,exactly a,s printed or published in the Obs1erver-Reporter in
its regula;r editions on the following dlate or dates;..
..........................July.l.4..,21 and...28.,1.9.6.9.--............ii
that neithelr the affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the aUega-
tions'of this affidavit as to the time,tEdland character~fublication
are true.J
........--..----·~····l!...~
Sworn to and
W.26752
subscribed b~fore me this..;t;.ay of..,luly__..l.9.6.9
__..~~.'iZ ~~
U MARGARET M.BRADLEY.NOTARY P~C
WASHINGTON,WASHlr,JG10N COUNTY
MY COMMISSION EXPIRES MAY 6.1972
~--------------------------------------------------------------.
..Washington County Reports
Washington#Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.5,paragraphs (5)and (25).
COUNTY OF WASHINGTON}SS.
STATE OF PENNSYLVANIA
Personally appeared before me,a Notary Public in and for said County
and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes
and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,
the official legal periodical for said Washington County,published weekly
having its place of business at Washington,Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
COUNTY REPORTSwas established on March 51,1920,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:
..............Jul¥1.7..,.24.,31.,1.9.6.9..
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the
allegations of this affidavit as to the time,place and character of the publication
are true.()..~~+~{[i%t.~*"--.~
..~\.~.C,f;;'--',....----f:!7f-e ~~t;;
Sworn to and..sub8c'rlb;d befor:-~;tw~~--.'----,
~------------.,.....
..3.1.s.t day of..~U.1.y.,19 9..9....:-/.'...........1.~..{!l.,A.........../iNotary Public
KATHERINE C.YARD,Notal'Y Putllt
Wastlington,Washington .Co.,My Commission Expires
November 1,1969
Estate Notices
The Register of WiHs has granted f
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.
• •• •• •••••• • ••• ••
LINCOLN,MARIE,Dec'd.
Late of Washington,Washington
County,Penna.Executor:J.Duane Johnston,Box
204,West Alexander,Pa.15376
Attorney:Alexander McIlvaine,33 W.
Beau St.,Washington,Pa.15301
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The within named Accountant being duly sworn according to law,depose Sand sayS that the above account
as stated is true and correct as ~~verily believe,
Sworn and subscribed before me this }~.~~.
day of ~?~.~h 19...?.9 .
"""""""~~"~~.~
,ary Public
Washington,shington Co"Pa,
My Commission ~xpires:April 1,1972,
Wa1shington County,ss:I do certify that I have given leg'al notice 'to all persons
concerned of the filing of the within account inth:e manner
prescribed by Sta'tu>te and Rule of Court,as evidenc~by proofs
thereof filed to No ~.3.<.1.0-::1D..~.
Witness my hand and official 'seal thiS I.f:~......
day Of----~------CSM-~-:---~----:-:9_]()~~-Jl~.
Register of Wills
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The Court is respectfully requested to det:ermine
prope'distdbutijlen this estate.II
L Loi~i),)7_~~~
'.Counsel for Accountant
lJu tqt ~rp1Juns'<!tuurt uf lIusqingtun <nuunty
In the matter of the Audit of Account in
j
Estate of MARIE LINCO'LN..,.
Deceased
TO THE AUDITING JUDGE:
63-69-814No,19 ,A.A.
my AccountantEnterappearancefor...................•.................................................................................................................
.----..-----------z?~~:~:
?J~.~day of ~.y ,19....?Q..
N.B.-Counsel shall,by separate paper,present a concise st3ltement of
each claim,with supporting calculation of any interest claimed.
Objections to an account as filed,shall be concisely stated in a
separate paper Counsel suggesting proper distribution shall file
a separate concise statement in that regard.
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IN THE COUR T OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA
ORPHANS'COURT DIVISION
Alexander Mc IIvaine .Mr.Mallvaine ?
deceased.The Executor is J.Duane Johnston ~nd the attorney is
MR.McILVAINE:
)'
I,
IN RE:
ESTATE OF
MARIE LINCOLN,
0(z Deceased.
~.J>-UlZZIIIlI.
Zg BEFORE:
l!lz:rUI~
ti APPEARANCES:
~I-UI
ii
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§
o TIME::l.,
:J:t:til
ai~THE COURT:~olI.IIIa:
I-a::loU
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)
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)No.814 of 1969
)
)
)
HEAR ING ON AUDIT
THE HONORABLE P.VINCENT MARINO,Judge
of the said Court.
ALEXANDER McILVAINE,ESQ.,of Washington,
Pa.,representing the Accountant.
Thursday,·May 21,1970,at 10:00 o'clock A.M.,
EDST.
Number 814 of 1969,the estate of Marie Lincoln,
If it please the Court,I have here all of the
necessary papers in this estate.There ar e no com plications.All
claims are paid.
THE COURT:Is there anyGIhe else in Court interested in this
decedent's estate?
(NO RESPONSE)
THE COURT:The audit of this account is ordered closed by th Court.
(A UDIT CLOSED )
-.-.,l j
In t4t <!tum of Qtommon 'lruli of ma;al1ingtnn Qtountg,
Jrnnsyluania,®rp4ans'Qtonrt l1iuininn
ESTATE OF N 63-69-814O.__~-=-.t...-=_:l:-_
Marie Lincoln,
deceased.
In the motterofthe First and Final
Account of J.Duane Joboston
Executor
ADJUDICATION AND DECREE
And now May ~,1910-,this matter came on for hearing,
audit and distribution at this session and testimony tOke;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$35 497.94 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 distribU'tion 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 _$35,It 97 •94
of the
balance
ME COUNTY
ON
of all the right,
parcel of real
13.00
$35,439.44
691.14
$34,748.30
~f,/f7(J
PlY.{p 9/./1
L.I'\I:.ulA1.J"",,",,,7J(~(L{
ALL that certain tract of land (excepting and reservi
Balance _
Deduct Clerk's Costs &Receipts'--_
Alexander MpIlvaineAttomey _
Russell Marino,Clerk O.e.,costs in certifYingl
real estate to the Recorder of Greene County,I
Pennsylvania,and costs recording same,
Russell Marino,Agent,transfer inheritance tax,
J.Dusne Johnston,brother-in-law,residue,incl
cash,120 shares Phillips Petroleum Co.common
stock;33 shares United Park City Mines Co.Cap
stock;ladies diamond ring,household goods and
an undivided 1/3 interest in parcel of real est
as hereinbelow described,held in kind'and dis-
tributed as such at the appraised value,
REAL ESTATE TO BE CERTIFIED TO THE RECORD~R OF G
BY TEE CLERK OF THE ORPHANS t CO"T DIVIS
OF WASHINGTON COUNTY
i II
Marie Lincoln,devisor,to J.Duane Johnston,devisee
title and undivided 1/3 interest of the devisor nand t
estate described as,VIZ:
Pittsburgh or River Vein,with mining rights)si uate in Morgan Township,
.If·Greene County,Pennsylvania,bounded and descr~b d as 0 lows;to-w~t:
BEGINNING at 8 white oak,near road,thence b lands ow or formerly of
,\..,.II..~.:._
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.-
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Thomas Holder,South 6°West 134 perches to a s~one;thtnce by land now or
formerly of David Arnold,South 72-9/10°East 8 .2 perc~es to a stone;
North 73°East 18.4 perches to a stone;thence by lands now or formerly of
Arnold's Heirs,North 7°East 132.5 perches to q~e,middle of the road;
thence by said road,North 87°West 97.5 perche~to the ~hite oak,the
place of beginning.CONTAINING 78 acres and 33 perches,more or less.
EXCEPTING AND RESERVING all the coal of the]ittsburgltl or River Vein in
and underlying the above described tract of lane,togeth~r with the mining
rights,privileges and waivers,as set forth in Deed pf record in the
Recorder's Office ~f Greene County,Pennsylvani~,in Dee~Book 217,page 6),
BEING the"'same premises of which Frances M.lincoln d~ed seized,intes-
ta.te,on July ,24,1944,leaving to survive,as her only p.eirs at law,three
children,to-wit:Kathryn Lincoln Johnston,Raljph N.Lillcoln and Anna
Marie Lincoln.AND the said Anna Marie Lincoln,a/k/a A:rmaLincoln,died,
testate,on July 8,1969,seized of an undivided 1/3 int~rest in said pre-
mises,and,by her will,of record in the Office of the ~e~ister of Wills
of Washington County,Pennsylvania,in Will Book 108.pal e 260,she devised
and bequeathed all her estate to J.Duane Johnstbn.
CERTIFIED TO GREENE COUNTY,PA.,JUNE 24,1970.
"
._.--
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,,
Form RCC-33
RESIDENT DECEDENT'
C'OMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
,r
WASHINGTON
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the'
Register of WHls of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
__the _Jnlll;!ritllnce..Iln!i ,E_~t!lteTax A,ct of 1~61.)
IN THE MATTER OF THE.ESTATE OF }
AFFiDAVIT OF---------~:=;t::2g~d~~;';----------~
Late of K........County .
and say S
:.:o~----P:::~~~:~--:::::::J'"
....J...~PVAN.e.J.QHN.S..IQ.N.........
1/)(the estate of the above-named decedent being duly sworn,depose S
Eucutor
Decedent'dJed J:YJy ..
(Month)
Name and address of attorney or}
other authorized representative to.
whom all correspondence should be
mailed.
8 ,19.§.9.,f testate leaving a last will,copy of which is hereto attached.}
Way)(Y~ar)Lial:K1XlKK
Ale~~p:9:~:r Me 11vain~,..A~.~~~.~.Y...
33 W.·Beau Street,VJ'~~'t1~~g~9~,Fa .~?.~.9~..
That as such ~~g.9.g.t.QI deponent is familiar with the affairs of said estate and the property con-
(Jo:xecutor-Administrl\tor)
stituting the as~ets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF--=M:.:;,e...,;l;.::.l.:..:o;.::.n..::.::.N::;:a:.::.:t::.:i:..:..o~n:.::.:a.:.:l.::.::....B.:.:a...,;n.:.:k=...,:·:,.::&;:....:.;:.T.::.;r:....u::..:s:..;.:t---.,.c-o-.--+---::-Ma~r ie LineoIn or
Washin~ton.Fa.J.Duane Johnston___~==..::;==o..=.::=..1-"="":~-+__'="":'--
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
brother-in-law
That the contents of said safe deposi t box or boxes are itemized under Schedules B &~f this
return,with the exception of the forlowing,for the reasons hereinafter set forth:
That Sc.hedule A attached hereto and made part hereof sets forth fullv and in"detail all the
real property in the Commonweal th of Pennsylvania of which decedent died haVing an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,.the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth ~lly and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of savings banks,and to the date of decedent's'death.,-
in·all other cases;all bonds,postal savings,treasury certificates or notes and othe~evidence of~in-
debtedness of the Uni ted States to the decedent;all obligatior.s,.whether by statute_or agreement 'they
. Iaredesignatedastaxfree,of the Uni ted States,or any state,'or political subdivision thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewe~ry,silverware,pic-
tures,books,IVorksof art,household furniture,horses,carriages,automobiles,boats"and anyrand all
other personal chattels of whatsoever kind or nature,left bydecedent,together with the'fairly'estimated
markl;!t value thereof;all bonds and mortga~es held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable
t.o the estate from life insurance policl'es carried by decedent;all annuity and endowment contracts the
p"roceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends-,
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
.,-,,
.",.9,.:£~~_.~(Executo~""'"''''''
,.,:.&.9.,e ,.f,Q4.:_.._...(Street Number)
West Alexander Pa.15376......................................................................1 ..
(City or Town and State)
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the-date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as maybe pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.,It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death;-.
The Schedule C attached hereto and made part hereof sets forth a trw~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 ~he c~se of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement shOWing which of the beneficiaries named in the decedent's ,will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with ,another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fUlly and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including fUneral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fUdiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and Impaid at time of
~.,death;taxes accrued chargeable for period prior to decedent's death (except.those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or·debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Registe~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 been carried'forward and properly registered in the Summary.
Subscribed and sworn to before me this ..
ct....c.L?>,day o;::Mar:J1_.191.9;
..6fary..~~··..·
Washington,Was ngton County,Penna.
My Com.Exp.April 1,1972
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RCC-S4 (1-&4)
C'OMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUR.EAU OF COUNTY COLLEC1010t-j5
TRANSFER INHERITANCE TAX
RESlpENT DECEpENT
..
,
It~~.,.:.f,.-,........:...
SCHEDULE "A"
REAL PROPERTY
..
"••,\;
Real property in PennsyivaniCJ,.....ith statement of mortgage encumbrances upon each parcel at/death of dece-
dent.Where property held as joint tenant or tencmcy by entireties.report on Schedule "E".Property held by
the 'decedent as tenont in common with another or others,shou Id be ictentifiedas to quantum o(interest and
the kstimated value should be til at of the decedcn-t'~interest onl",
The realpr~perty locot"d I...the Commonwealth of Pennsylvania ShO-U'-d-b{~1--(-1)----r---(-2)-'---..----(-3-\----
described by lot and bbck number,street and street number,together with DEPARTMENT 'iagenerc,l description of the property.with a relerence to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took.title;if 'J farm state number of Q.FOR YEAR OF ESTIMATED
eres;also statement of mortgage encumbrances upon each parcel ot death DECEDENT'S MARKET VALUE (D~~~7~~~..
of decedent,Taxes,osse~sments,accr\.led interest on mo~tgages.elc.,ore IOEATH In tftll lpace)
to be listed on Schedule "F"and must not be deducted froir)this schedule,,
ESTATE OF }:ARIE LINCOLN,LAT!!>OF \vASHIN~
~~;-_","c~-_DAXE~QR,c~a.;...c -;July8-,-'.z-.~969c)--=,"~
Undivided 1/3 interest in tract of
,~
land situate in Morgan Township,Greene
County,Pennsylvania;containing 78 acres,
more or less (unimproved).
See Frances M.Lincoln Estate -
Tax Docket 24,page 9.
ALSO
Hr.Clovis:.Please verifY this Bank Accoun_~'-M''''~-~~;''£__''''C-'''_C-''':-"''~,C--~~"..!'-,-.:~",.-ec-.....-r"''''''-'''_._-'.:----..--""-
FIRST FEDERAL SAVINGS &LOAN OF GREENE CO.
in the names of MARIE LINCOLN.BALANCE
AS OF DATE OF DEATH,July 8,1969
{
;
I
0,J~I$5,674.85
~'\j ~trh~~~~cuu..~~
~~i-'~~CtDC\OO ~~urt..~~
1 ~'Q...~~
',,1<.~~<S"V\(iV"oS\~
".....---~~\\~it-~+\i~,,~:X.~~~~,~~..~_1~~I(b
er~,~~~1-S'SS'l ~~~~(';~
.~~~<:1..~~
~Q,~~,\\.~
"Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
375,00
~."'\-.:..:~-~t-E·Ia
RCC-34 (1-6'4)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE .
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE HAil
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
den!'.Where property held as joint tenant or tenancy by entireties,report on Schedule liE".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;If a farm state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "Fit and must not be deducted from this schedule.
Undivided 1/3 interest in tract of
land situate in Morgan Township,Greene
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
County,Pennsylvania;containing 78 acres,
more or less (unimproved).
See Frances M.Lincoln Estate -
Tax Docket 24,page 9.
Insert this total opposite "real property",Schedule "A"in the X X X X X
liAs Reported"column on the last page of this return.
~,ttCJf)
$J75.00--
375.00
RCC-"35
COMMONWEALTH OF PENNSYLVANIA
~RANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.''stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed
estate or or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT ESTIMATED
VALUE MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
Cash in safe deposit box
Checking Acct -Mellon Nat'l B &T Co.
Savings Acct -First Fed S &L of Wash.
Savings Acct -Mellon Nat'l B &T Co.
Savings Acct -First Fed S &L of Greene Co.S.......C::o...b.A.........T._c .._......~1.........'----r -__~...u .~J -
Prudential Ins.Co.-Proceeds of Policy
American Express Co.-Travelers Cheques
Blue Cross of W.Pa.-Refund on premo
J.P.Wege Ins.Agency -Refund on ins.pre~.
120 sh Phillips Petroleum Co.,Com.Stock~l-
~3/16
6.00,\
50.00 ,~
l~
100.00 )
173.25
43.93
42.33
40.96
40.29
39.33
38.87
37.47
36.87
35.72
36.10
34.67
33.50
33.51
7.50
.."..,.""-
603.80
100.00 Irvfi~;'..,
9.70 )V?j
5 .00"
3,817.50
1,809.00~~1,332.80
15,623.27 \'
13 ,345 .91 (/
5,674.85')~~r..r.....'"
1904,1885,
"II
II
)
)
)
)
)
"
H",Ii
33 sh United Park City Mines Co.,
Cap.Stock
$25.U.S.Sav.Bond,Series E,dated Jan.1943
Oct.1943
Aug.1944
May 1945
Feb.1946
Dec.1946
Sept.1947
May 1948
Mar.1949
Dec.1949
Oct.1950
Aug.1951
May 1952
$25.t:l U n H It Ii
$25.',I n If n tt H
$25.II rt u U"tl
,$25.""u l.I,U I,e
$25.It U U II n II
$25.n II,H tt.n ',l
$25.It
$25.II II tt
$25.It u;H
$25.It H 1I
$25.It If "
$25.II u.u
3 -$2.50 gold coins
6 Silver Dollars (dated 1889,
1892,1887,1888)
Lady's diamond r{ng
Household Goods:
So fa &chairs
Windsor chair
Washstand
Chest of drawers
Hollywood bed
28
29
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X '",,,....,,,
'"tJ,rv,•"'J
~.3 IS0/,/3 ',
",
RCC·-36
CO\llIfON'\'EALTH OF PENNSYLVANIA
T1LiNSFER INHERITANCE TAX -
~~SIDENT DECEDENT
SCHEDULE "c"
TJU.NSFEIlS
(1)Did decedent,within two years ofdeath,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)no
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)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 heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)no
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subj ect 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)__~n~o~_
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)no
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others _
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)DO
(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)__~n~O~_
(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
NONE
DESCRIPTION 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.
NONE
..
·RCC":'38
COMMONWEALTH OF PENNSYLVANIA.
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
with another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
DescriP.tion of Property,Date of Acquisition,Name Iunit percentage Estate
Address and Relationship of Co-Owners,and Place Value Share Valuation
of Record of Instrument,where Real Estate.I
Following U~S.Savings Bonds,Series E
held jointly by decedent,and
RICHARD D.JOHNSTON (nephew),
West Alexander,Pa.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
$25.
$25.
$25.
$25.
-dated Sept.1954
-dated Mar.1956
-dated Nov.1957
-dated May 1959
Total Value
?~6;11 /l6S/0 33
=
Following U.S.Savings Bonds,Series E
held jointly by decedent,and
CHARLES L.JOHNSTON (nephew)
108 Meadowbrook Dr.
Coraopolis,Pa.
$25.-dated Feb.1953
$25.-dated Dec.1953
$25.-dated June 1955
$25.-dated Aug.1958
$25.-dated Sept.196l
Total Value =$147.10
2.(!.,.;J I}6 S /0.?1 /()-t,-r;9
Insert this total opposite "Jointly Owned Property",Schedule ~E"
in the "As Reported"column on the last page of this return.
."".
RCC-37'(12-63).
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
~ESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
.,
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFstatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
J.DUANE JOHNSTON 1:rother-in-la'W yes over 21 Entire estate
Box 204
West Alexander.Pa.153 6
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
Deceased
e;::,
ESTATE OF
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(Executor-Administrator
must complete "As
Reported"column #1.)
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IS THE
t No.fJlt Year ),911.9
.\\fa~hi~~t()rl
MARIE LINCOLN
REPOR~~,D APP~'SA&ri.",-
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,r"::';i--V'l)r""'...,t'..{,"l Q
~IATTER OF THE APPRAISEMENT
Late of ...W?s.1:l.:i.:r:lg ton
Commonwealth of Pennsylvania
County of
Will
Xlllum1KIfXIXM
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.iJ -&f-f~i'"ouono"mow;;i I f),~Form RC C·lO ...-J 1-.J?:-~".-STATE~NT 0 DEBTSOFFICEOFTNE THE SUM OF ............$..............................
REGISTER OF WILLS 7i::R:Vj,.~'?~WASHINGTON AND DEDUCTIONS
OF COUNTV
AND AGENT OF THE COMMONWEALTH
Register of Wills,Age"'J.J
MARIE LINCOLN Washington ..,
ESTATE OF LATE OF
DATE OF FILING APPRAISEMENT Mar.1970 OATS:OF DEATH July 8,1969
DATE NO.OF NAME OF PAVEE REMARKS AMOUNTVOUCH""
Russell Marino,Reg.Letters Testamentary $19 50
Observer Pub.Co.Executor's Notice 14 00
Wash.County Reports Executor's Notice 14 00
Russell Marino.Reg.Short Certs.4 00
Marv L.Francis Notarv Fees 6 00
Russell Marino,Reg.Filing Inventory 4 00
WsVa ..But"eau of Vital Death Cert.for 1 001o~o tat~st~cs Frances M.Lincoln
7/25 Wash.Chair &Ambulance ~bulance service 20 00
7/25 Cox's Caldwells Bal.on acct.7 99
7/25'Piatt Funeral Home Funeral expenses 1,600 26
7/25 Artmore Realty Apt.rent 55 00
8/15 Dr.G.E.Hess Doctor bill 40 00
10/~Russell Marino,Agent a/c Trans.Inh.Tax I.OQ7 ~()
10/2~Jeff.Ave.Meth.Church Bal.1969 pledge 71 25
11 /1 r Kurtz Monumen t Co.Marker 80 00
Alexander McIlvaine Attorney's Fee 2,200 00
Russell Marino,Reg.Filing Account 16 00
•Total Q 1/,()~
,..~~..._'JI .~I ).I~-~..",LJI'..L..¥'(1.......S~_-7':A'
('..I I ~fY £./~~lJ~~'~II ~~tM)
U J •..,-1---'..~~/f)~'1),
COMMONWEALTH OF PENNSYLVANIA }se:COUNTY OF WASHINGTON
I,LJ.nUANE JOHNSTON HEREBY CERTIFY,THAT.TO THE BEar OF
MY I<NOWL~DGE AND BELIEF,TH~FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSD OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF MARIE LINCOLN DECEASED.AS DEDUCTIONS;FOR
INHERITANCE TAX PURPOSES.1·4J~~(L"SWORN AND SUBSCRIBED BEFORE ME THI J 9 t:f DAY OP'
,/'\l\farc.h ........L:Ie 70 .
I...///h A ./~.;(.\0....'U'A JA ...A -'""J
,!~..........,.Notary .t'Ubl~c
Washington,ashington County,Pennsylvania
My Commission Expires April 1,1972
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RCC-BI (2-64)
COMMONWEALTH OF PENNSYL VAN IA
DEPARTMENT OF REVENUE
r BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
J.DUANE JOHNSTON
(Executor ~~~~.
IN'YOUR REPLY PLEA••
REFER TO 37-238-9
j
In Re:Estate of ~NA=RI:::::A:.:....::1::.::I~-N:.:::C.:::.O=1N:.::..__
______W_rA_S.....;H_IN_G_TO~N County -File No.63-69-814.
Dear Mr.Johnston:
You are hereby notified that the original
appraisement in the estate of Maria Efuncoln
has been filed in the office of the Register of Wills qf Washington
County on April 23 19'1Q...Said appraisement reflects the
following valuations:
Re al Est ate ~::--::6~6~6~.~OO~-
Personal Property ~4~3~.=lc52~.1~3~_
Transfers -;-:::--::;:::-::::--:::-:=:---_
Tota1 ---=4.1:.:::3:.2•.:::;;81:;8::..;.:..:1:.:::3:.----
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 (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e A~pr:=..1.:::.:·1::....::2::.:::3..z..•....;1:::.,9w7,..::O:.---_Signed ~~..u..-----.1..._.ot1u...ar.::::Ll.~:....-~~..I"lt~
Title W.R.CHANEY,
DATE OF DEATH:July 8,1969
Note:This is not a bill.
·CC-39 (5-68)
COIJ..MONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
estate of'LINCOLN
(Last Name)
HARIA
(First Name)
DATE OF DEATH __7:....---=8_-..:..69~_FILENO.63-69-814
(Initial)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E".
Dated:-::o~4_-2=_=3':_---';7_70---
07-08-69
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
$hhh 00
L~3,15?n
43,818 13
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
VALUE AS REPORTED VALUE AS APPRAISED
$3..7.UQO
--43-,kQ'L.l1L
43,82 ~
VALUE AS REAPPRAISED
$-------+--
annuities . . . . . . . . . . . . . . . . . . .$t=-ESTATE TAX ASSESSMENTS $.
FOR USE OF REGISTER ONLY
Tax on $t=2%
Tax on $6%
Tax on $5%
Taxon $~Tax on $150fc
Exemptions======
Total Estate
TOTAL TAX
COMPUTATION OF TAX
$--------+---
$--------+---
$--------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 after death :::::::::~t===
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
to ------1C $---AMOUNT OF ESTATE TAX ASSESSED $.
Estate tax paid $I
BALANCE DUE $---JL-
Add interest at rate of 6%from
to $-----It=TOTAL TAX BALANCE $------.
PAID $-'
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration (No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
,
..Wl:ItJJ\.:r..:n\fCQIJ:iL ........
Deceased
Late of .
County of
.WASHINGTON ...
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
Fonn RCC-2·
•COMMONWEALTH OF PENNSYLVANIA DATE ...............J.\Pr.j"l....?..3..L..+..9.7Q...,..DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .............................W?t.9..M.pgt.9.n...COUNTYBUREAUOFCOUNTYCOLLECTIONS .............,.
HARRISBURG.PENNA.17127 APPRAISEMENT -FILE NO.63-69-81.4...........-........................................................................................
Whereas,.....................................M9.!.~9.:....~.t.n..9.9..41..................................................................late of .....................y.J~::ll.1.~!:lg~?!:l ......................................-........
in the County of ..........................................J:!9.:p..h;j,pgtg.D.-.........................................................Commonwealth of Pennsylvania,having died on
the ....................................$....th.............................................day of .........................JPly.......................................19......9.9,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.......................J1..!..'R.~....G.h.?tn.~y ...................................................................,an appraiser duly appointed according to law,
I having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement
I
Description of Asset Values Made for Inheritance
Tax Purpoles
$
REALTY:
See COpy of Schedule II ,~II attached to appraisement 666 00,~.-
PERSONALTY:
See copy of Schedule liB"att.ached to appraisement 43,152 13
-_.
I
I
Total 43,818 13
form~~:~h~a~~:I:h:SwOl"Ila~~~,~;o~e~~:~~;ea~§":tidel~
Appro
···································2_·········~;;b~~..·;.;;d···St~~~t·;·································..········...................;;Ld~~."(f ........................................................................,Penna.
(Post OIIIce)
.....WA.?HJNGTON .....County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
NARIA LINGOLN...•.............................,•..•.......•...............•...........•..•...-.
Deceased.
Late of
WASHlNGTCl'J
Date of Death,July a,.1969 .
Appraisement Docket Vol.,:a .
Page,.238~.9......No 9J.~.q.9~.$.+4..
Filed in Register's Office,Apri.l 2.3."19...7Q
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appra.isement,
Appeal fyom Appraisement,.
Entered and charged,.
•
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