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HomeMy WebLinkAboutOC1969-0838 - ESTATE OF MCBRIDE;:- PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Estate of HARF.y..G M.c.BRIDE ____.._ Deceased No 6.3.~Q.9.::a3.6 _._A. A. Fiduciary_H.E?J.~.TI.~.~..M~~.:rJg.E?. Date of Date of Decedent's death _.Jul¥..lD~..1.9.69 , -Grant of Letters J.ulY-..1.1.,19.6.9... This is the .fir..s:t..~ud.JinP.-L account filed in this estate If there have been former accounts filed in this estate,ist file number or number and term . Election to take Under or~will.(cross out one) Datt3 Election Place of; Filed By.execntion.b.e.r.eof.Record ' : . Name of surviving spouse:Helen.S McBrid.e _.:::_-.-. List issue,where material: X~.No.If answer res,name them ,_. Leg,atees Helen S.McBride Relationship Widow' Interest Entire Fiduciary,if deceased or not sui juris List,if exceptions co above: None If partial intestacy,give facts: None Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having ,;lither vested or contingent interests and all crediors entitled to notice (Court Rule No._?_paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?¥eS.No.'' If any exception give cause:...N.Q.ne.c.e.s.s.ity...Qf..nQ.bc.~in this case as accountant is sole heir. File copy of Notice and date of mailin;;)..............................................................................................................•....•.......,"..•........•...".., Is estate subject to the filing of a Federal Estate Tax Return?y~.~,, Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..5.4.15 0.Q..P-~JJ.~..$.2.8.5.,.QQ..gi~~9:u..nt If the Will makes any portion of estate subjeCt to a life-estate,give name and birth date of life tenant None . Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account:$91;t".3.44....aO . None .\~..." Total additional debits (Add)$NQne.. Jtemize any additional credits not shown by account:IInternal.Kevenue Service -Federal Estate Tax Return ($61 831.32) 100 shares of Aveo Manufacturing Corporation ($21 581.25) NOTE -The above item was improperly included in the InventoryandAppraisement as an' asset of the decedent when stock was held by Harry G.McBride and Helen S.,McBride as joint ten~nts.with riEht of ~Ul:Yi1fr.shiP and not as tenants in common which creates a tenancy by theentlretlesfOfffelen.Mc nde.·9 41 '1Totaladditionacreefits(ubtract $1..•.•2 5 . Balance for distribution $8.7~.932 23 . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); See Schedule attached. .-. I l ._._"~c.. ,'" .HARRY G.McBRIDE ESTATE BALANCE FOR DISTRIBUTION NOT IN CASH 39 shares -Standard Oil of California at 63 13/16 2,488.69 70 shares -Storer Broadcasting Company at 32 5/16 2,305.63 50 shares -Lincoln Bank &Trust Company at 45 2,250.00 44 shares -Phillips Petroleum Company at 30 13/16 1,355.75 92 shares -Continental Oil Company at 35 3/6 3,237.25 56 shares -Hanna Mining Company at 39 5/8 2,219.00 147 shares -Chrysler Corporation at 39 1/16 4,823.49 44 shares -Phelps Dodge Corporation at 42 7/16 1,867.25 90.43 5,377.50H' "'I, ~.1 I ~{;j ~ \•••1,,, ~J'-..','" 72 shares -Texaco,Inc.at 74 11 /16 (now 144 shares of Texaco,Inc.). $100 -RCA convertible debenture at 90 7/16 42 shares -American Telephone &Telegraph Company at 53 15/16 2,265.38 28 shares -Eastman Kodak Company at 75 1/8 2,103.50 23 shares -Merck &Company at 93 1/16 2,140.44 18 shares -Pacific Petroleum Limited at 33 3/8 609.75 Also,the proportionate share of this decedent in assets in kind awarded to him in the lola F.McBride Estate. 40 shares -Jefferson Coal &Construction Company 4,000.00 30 shares -Marathon Oil Company at 52 13/16 1,584.37 1 share -Radio Corporation of America 39.19 2 shares -Standard Oil Company of California at 63 13/16 127.63 52 shares -Columbia Gas Systems,Inc.at 27 1/2 1,430.00 157 shares -Storer Broadcasting Company at3215/16 5,054.00 4 shares -Texaco,Inc.at 74 11/16 (now 8 shares of Texaco,Inc.)298.75 28 shares -Phillips Petroleum Company at 30 13/16 864.37 22 shares -Washington Steel Corporation at 14 308.00 2 Canonsburg Industrial Development Bonds at 2%due in 1985 at 50 100.00 CONTINUED ON NEXT PAGE. ·-'HARRY G.McBRIDE ESTATE BALANCE FOR DISTRIBUTION NOT IN CASH CONT'D 1/7th undivided interest in service station known as the Gulf Service Station located on Route #19 together with the coal underlying the same for support pur- poses in the Estate of lola F.McBride 5,000.00 $9,049.00 $8,584.00 $8,163.00 $15,805.00 Total of proportionate share of assets in kind awarded to decedent in lola F.McBride Estate 1/7th undivided interest in mortgage and mortgage note from· Ryan Homes,Inc.to Trustee u/w W.A.McBride,deceased, recorded M.B.708,page 1146,assigned to seven McBride children,1/13/69 recordedinM.B.708,page 792.Original principal amount of the mortgage was $422,896.00,payable $70,000.00 on March 30 of years 1970 to 1973 both inclusive and $142,896.00 on March 30,1974 without interest.Payment due on March 30,1970 has been made and is accounted for. The commuted values of the remaining payments as appraised for Inheritance Tax purposes and subject to distribution are as follows: 3/3/71 3/3/72 3/3/73 3/3/74 Total 1/7th undivided interest -1.599 acres -Tract No.5 D.B.825,page 206 (Hill Church property) 1/7th undivided interest -approximately 2 1/2 acres remaining -D.B.836,page 185 1/7th undivided interest -approximately 9 acres -Part of Tract No.2 -D.B.825,page 206 1/7th undivided interest -approximately 31 1/2 acres remaining on Few Farm -North Strabane Township including farm buildings 1/2 undivided interest -tract of land in Chartiers Township bordering Chartiers Creek containing 12.85 acres 1/2 undivided interest -damages for sewer condemnation on same Total NOTE:Accountant has advanced her own personal funds for payment of taxes,administration expenses and accounts and will advance sufficient additional funds to make payment of the balance of the same so that all of the above assets may be distributed in kind. 18,806.31 41,601.00 8,000.00 1,500.00 3,000.00 7,000.00 500.00 500.00 114,041.37 r- If Family Exemption claimed by Petition,give place of Record:N"g.11?_ _ _ _ ---.----- If Family Exemption is claimed at audit,give name,relationship and basis for Claim:..He..le.u.S•.._M.c.B.r:ide•........ widow~living with the decedent as of date of death. 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: Hele.n S.McBride -entire ••.j COUNTY OF WASH INIGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly .8.w.Qrrr_.__doth depose and say that the facts set forth in the foregoing petition are true to the best of ber.._..___knowledge and belief. ...~~_ _to and subscribed before me thiS ~tt:>----daYOL~..n""",..~-!:'d..""'I7..1,.9"~~""."9.."..~. Signature of Office~~ Title of Officer ~--~---------- Office exPires ,..~...&t ~..tT ..I...9..2..~.. Mary Jane Smith,Notary Public Washington,Washington COlmty,Pa. My Commission Expires February 28,1973 And your petitioner will ever pray,etc. J~L.Z22.,~.'(~. •~~~':'"'''"'':'"'~..~!~..~.~tOO ....... No..9.~.:J?~.:.~.~.~AA Estate of HARR.Y..G•.)VJ.c.~RJX?.E . Deceased Fiduciary H~l~D..~,M.c.~J:;i.g~. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL ,~o(.,J"n'J"i.j n I ~'j ~'J i t jq,~o......va ....'.l".J.J...\~tlllV',11J S11U.\.:~J il:·l 1.'3 !03 )) ~'.'1)-"q -,J"/"'~I'jO,JNPl,i,t )i/t:);'.,~ I G..<;;',~''f;i fI'~•":.]j i Counsel of Fiduciary will submit herewith the following/in conformity with Court Rules adopted effective December 3/1951/being rule No.9:po rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem/if pertinent. 3.Copy of Order appointing Trustee ad litem/if pertinent. 4.Proof of service of above. 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 is subject thereto. J I ".C"._,.I,u f •\.{'j I IlJir\Ii I'r f.~ ~2 .P'~gg.QQ~.a...K§n.E?rL_X~h-_~_.~..P~Y_.. Attorney _Ut,,~....-=-====-===~~~~~~~~~------~~~~~~~~~~I IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION .. Estate Tax Return._As Your.Honor knows,when it comes to com- ,. deceased.The 'Executrixis Helen S.McBride and the attorneys arE Mr.Peacock? ) ) ) )No.83S'·of 1969 ) ) ) May it pleas e the Court,in this estate we have HEARING ON AUDIT Number 838 of 1969,the estate of Harry G.Mcl ride, ..., _I PEACOCK,KELLER,YOHE &DAY,ESQS.,of Washington,Pa.,representing the Accountant. ~ue-sday,December 15,1970,at 10:00 o'clock A.M.,EST, ~HE HONORABLE P.VINCENT MARINO,Judge -of the said,Court. " Peacock,Keller,Yohe &Day. all of the necessary papers ..And together with the copy of the Fede al ai~THE CODRT-: 0:o-0.III0:..0::JoU .I:!.~MR."PEACOCK: II.o " ~-Deceased.z.',~.~_III Z ., ZIII0. ig BEFORE: "ziIII~ ~APPEARANCES:;'~i •.~ IIIc" ~u.. Q TIME::J., IN RE: ESTATE OF HARRY G.McBRIDE, ,. .> ,. rut ing a Federal Estate Tax Return when the re is credit by reason of an estate tax paid in the prior estate,'thereii?s always some quES ion involved;and we would like t9 have $2,000 reawarded because there was a credit for twenty-two hundred and some dollars.The only 2 other item that I think should be called to Your Honor's attention .. there was a one-seventh undivi.ded interest in the mortgage of som $422,000 that did not bear interest.And we appraised that and . computed the value less six percent of each payment date.And the Commonwealth has accepted that for Inheritance Tax purposes. We discussed it with the Commonwealth before we did it in that wa ClZ~...)0''01 Z Z-IllQ, Ze19z i:01~ .,", and·I have also discussed it with people in the Federal Estate Tax Bureau and I think the:y are going to accept the same procedure. Now.there was a claim filed for personal propert ,.tax in this es tate that I filed ap obj ection and,there was a new praecipe filed,which I do not seem to have. distributed'within.the year prior to the death. filed was'for about~.$1500:00and there was a l~t of things that were There are no other outstanding claims. That's right. We have one here,corrected praecipe. That one is satisfactC?ry.The one that was origi ally So that this Personal Property Tax claim is now other -Are there apy/outstanding 'claims? admitted. MR.,PEACOCK: THE'COURT: fai'0::IIII-0::oQ, ~THE COURT: I-0:::::loo...et:~MR.PEACOCK:' ILo ~itI-!!! Q THE COURT:...et: U'M 1 A 0 .Q R •.,PE c:CK::::l,., 2:I::\II e, THE COURT:Is there anyone else in Court interested in this decedent's estate? THE COURT: (NO RESPONSE) The audit of this account is ordered closed by th (A UDIT CLOSED) 1 hereby certify that the PrOCeedings and eVIdence are ==,<;:....>-III:iii:.,• [contained full)'aDd acebratelyln the notes taken by me on the hearing or '2- ~-the above cau80.and that this copy is a correct transcript of the same. :2iIIc:I ~It.1-0:i:~... 0( §a:I., "~ III iii "0:::11/~.~heto~p!Dg record or the PrOceedings upon the bearing .0Q,11/•~of the abo~e cause is he~b1app,roved and dJrected to be rUed. ~, ~.ou...c(o ii:...o C (.0 <l; ;~-1 C)... ("v',-1 ;:.--0-~--.t"..~~.'..;J..-r:-",,.)0#;".,. Cc.!- i.':';:-'".~... ~r'~L ') (,;~-:--. )~-. !,wf •.!d::.n-.WI <!f'-'..'......~ '";.~" .i - ~.-..,... ., .... '". //,......f .r- ~..--: \ .#-."'';'' .~t- .' '. ,i " ~"~.. " .. -. 'f ;...,..."...~t ! ':'I ,.- ; ,, .f '_ -..... bI !. \ .'., f: .. C1!nmmouUtra1t4 of ,rUUBYIUaUia,}ss.D1hts~ingtou Qtonntg, KNOW ALL MEN BY THESE PRESENTS Whereas,at Washington,III the County aforesaid on the 17th day of July A.D.1969 ,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 HARRY G.Mc B RID E late of North Strabane Township,in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and HEEEN s.McBRIDE the Executor III said Will and Testament named,.laving 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 committing unto HE LEN her S.McBRIDE th administration of all and singular the goods and chattels,rights and credits,which were of said deceas=d,and requiring her to exhibit a true and perfect inventory thereof int·]the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and ~rue account of said administration at the expiration of six months from the date hereof,and to regard a:1d comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this s eve n tee nth day of J u 1 y in the year of our Lord one thousand nine hundred ands i X t Y n e. ...~.... i I ~~i ......~...... ~~to1t= ~ITl t (J)et-fb)-~-f t= '"~ITl ......t;0 ~ CD !~"11 a0 CD !O ~ SI'itt}:::co :::tI ...... CD iH ~ P-it;to1•·i trJ ld ~:: LAST \VILL AND TESTAMENT OF HARRY G.McBRIDE-------.. -.J"".".. .r~ rI voking any and all Wills by me heretofore made. I,Harry G.McBride,a?esident of North Strabane Township,waShingt0t County,Pennsylvania,being of sound mind,memory and understanding!do hereby make,publish and declare this my Last Will and Testament,hereby re- I,- ITEM 1.I direct that all my just debts and funeral expenses be paid as I may die seized,whether the same be real,personal or mixed,to my wife, Helen S.McBride. ITEM III.In the event my said wife should predecea.se me or in the event we should die as a-result of a common accident and within four months from the date thereof I hereby ~ive,devise and bequeath all of the property of which I may die seized to my two children,Robert C.McBride and Karen L. McBride,share and share alike.In the event my children or either of them should inherit hereunder during the period of their minority,I hereby nominate and appoint Mellon National Bank and Trust Company as their guardian. ITEM IV.I hereby nominate and appoint my wife.Helen S.McBride as Executrix of this my Last Will and Te stament.In the event for any reason she should be unable to serve I hereby nominate and appoint Mellon National Bank and Trust Company as E:>:ecutor of this.my Last Will and Testament. I~~~-+-+Hl--1--f--+-~----=4~~ ,.....~~ ij i t fi I \ Ij l 1 ,I IIII ....~"'..--~.....-.......'........,,..',....'.. .....~....- ". .IN WITNESS ,\VHEREOF 1 I have hereunto set my hand this If!!.day I Ofc5f."'~,A.D.,1953. This instrument consisting of two (2)typewritten pages,(each bearing the signature of the above named Harry G.McBride),was by him on the date hereof signed,published and declared by him to be his Last Will and Testament in our pre senGe,who at his reque st and in his pre sence and in the pre sence of each other,we believing him to be of sound and disposing mind and memory have hereunto subscribed our names as witnesses: --2- ..-'......_.,..,.-.-"'-0 ••.••,""~..."._._~......,_.~......__~....,.~...._~•__..__.-,.........,.._.__.....,~_ J ------------c------------------------------, ..., ,.---,----~.----~__c;__-- p.ffiiln~tt OOf 1Exrru1~lJ~~~tni!itratnr j;tatr of Jruu5yluau1a,t 5B: all1uuty of _a5111u9tOu \ Personally before me,the undersigned authority,a .N.o.tar.;¥-..:P..ublic ,in and for said County and State,appeared .H~.L~.N..S....LMc.E.Rl.Q;t;_who,being duly sworn according to law,deposes and says that she is the execu~\K~of the,estate of ......................HARRy..G.J..McB.RIDE.,deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of..Har.r.Jl Q Mc.E.r.i.de , 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 Administrator. ~'~da~o~=~.Ub~.C:,"i~.':,'a....~~;;:.d,:hk ··_······_····.l ..2.:~~~;~....._...~:~.~. ADDITIONAL INSTRUCTIONS Mary Jane Smith,Notary Public Washington,Washington County,PI. My Commission Expires ,(I"4n'.., 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 1Jttuetttnry aub .Appraisemeut of the goods and chattels,rights and credits which were of HA.RRY....G.J..McB.RlDE.Jate of .N.Qr.th..S.tr.ahane T.Q:w.nship . Washington County,Pa.,taken and made in conformity with the above affidavit. \'. 39 shares -Standard Oil of California at 63 13/16 70 shares"Storer Broadcasting Company at 32 5/16 50 shares"Lincoln Bank &Trust Company at 45 44 shares"Phillips Petroleum Company at 30 13/16 92 shares"Continental Oil Company at 35 3/6 56 shares"Hanna Mining Company at 39 5/8 147 shares"Chrysler Corporation at .39 1/16 44 shares"Phelps Dodge Corporation at 42 7/16 72 shares"Texaco"Inc.at 74 11/16 $100 ..RCA convertible debenture at 90 7/16 DOLLARS CENTS 2"488 69 2"305 63 2"250 00.. 1"355 75 3"237 25 2"219 00 4"823 49 1"867 25 5"377 50 ,90 43 42 shares"American Telephone &Telegraph Company at -53 15/16 2"265 38 28 shares -Eastrnan Kodak Company at 75 1/8 2,,103 50 23 shares"Merck &Company at 93 1/16 2"140 44 18 shares'"Pacific Petroleum Limited at 33 3/8 609 75 CONT'D ON NEXT PAGE.\ ~....~ r ~...... ;:l~~~'1l;:l....k ~.0"'lin'~ •~~..,'\,,;:l:.,~.~t ~)~.~..~~ to ~~\0 ~~~..\ r '"0 '1li;:l~'1l..f \;:l...."....~·F -'j • • INVENTORY AND APPRAISEMENT CONTINUED 100 shares -Avco Manufacturing Corporation at 25 13/16 2..581 25 American Express Company"travelers checks 550 00. Salary and vacati~n pay 691 50 1969 Ford 4-door LTD automobile (sold for that figure)2..000 00 Mellon National Bank &Trust Company.. Burgettstown Office..savings account 493 53 The 1/7th undivided interest in mortgage and mortgage note from Ryan Homes"Inc.to Trustee u/w W.A. McBride..deceased..recorded M.B.708..page·U46" assigned to seven McBride children"'1/13/69 recorded in M.B;708"page 792 •Principal amount ... $422..896;00"payable $70"000.00 on March 30 of years 1970 to 1973 both inClusfve and $142"896.00 on March.30..1974 without interest.: The commuted value of said mortgage as of July 10.. 1969 based on a 6%per year discount to paymentcdatesfindspresentvalue: ;:,:3/3/70 $9,,550.00 v 3/3/71 $9,,049;00 3/3/72 $8,·584.'00 3/3/73 $8,163:00 3/3/74 $15..805.'00 Total commuted value 51,151 00 1/7th undivided interest -Hill Church property including service station and office 8,000 00 1/7th undivided interest -approximately 2 1/2 acres -water company 1..500 00 1/7th undivided interest -approximately 9 acres out of which Jean Comer's and Jake Kassab's properties were carved 1/7th interest ..approximately 31 1/2 acres including farm buildings 3,000 00 7"000 00 The following assets which the decedent had elected to take in kind out of the lola F. MC:Bride Estate at their value on July 10..1969,date of death of this decedent.., 40 shares -Jefferson Coal & Construction Company 30 shares"Marathon Oil Company at 52 13/16 $ 4..000.00 $1..584.37 1 share ..Radio Corporation of America 2 shares lie Standard Oil Company of California at 63 13/16 $ $ 39.19 127.63 52 shares -Columbia Gas Systems, Inc.at 27 1 /2 CONT'D ON NEXT PAGE.; $1"430.00 .'•'. INVENTORY AND APPRAISEMENT CONTINUED 157 shares -Storer Broadcasting Company at 32 15/16 ,$5"054.00 4 shares -Texaco"Inc.at 74 11/16 28 shares -Phillips Petroleum Company at 30 13/16 22 shares -Washington Steel Corporation at 14 2 Canonsburg Industrial Develop- ment Bonds at 2%due in 1985 at 50 $ $ 1$ $ 298.75 864.37 308.00 100.00 1/7th undivided interest in service station known as the Gulf Service Station located on Route #19 together with the coal underlying the same for support purposes in the Estate of lola F.McBride $5..000.00 Total 1/2 undivided interest in tract of land in Chartiers Township containing 12.85 acres 1/2 undivided interest in damages for sewer taking on same TOTAL 18,,806 31 500 00 500 00 129"907 65 ..to :3-~1-ff3 ff- /Lj~7 INVENTORY &APPRAISEMENT IN THR --ESTATE OF HARRY G.McBRIDE, -DECEASED. -:-~..~ ~ ~..-'" ...- f·-''':''r r'l" \::;.."'1\.~.." ..~,:j:l =.-.:.-..... ...~ _.:_l.,..···..,...":...-.--- c-::;/-~-.=;:,,,,,,,.,,:.,,,~,,..':"~.~.:~~-..,~ ~~f::'......t-.::;; :.;..-~~ ~~.,;I>r;:;':0 (f)a c;-:.; ~~0,;~'~~ &---~-~r':1 tT)l"'''l~--1 (....,o > ;;z;:~; C)_ O .,.~--,.::::::::.: ~I ?:: ?>Z:;Q .. ~'-.' INV.DKT .RL PAGE /7S ;lo~Mof "a-8~~ ~~~-\)./~--d'\, 1.-I COURT OF COMMON PLEAS OF WASHINGTON COUNTY ORPHANS'COURT DIVISION FIRST AND FINAL ACCOUNT OF HELEN S.McBRIDE,EXECUTRIX OF THE ESTATE OF HARRY G.McBRIDE,DECEASED No. SUMMARY PRINCIPAL -PERSONALTY Receipts,Page 2 Disbursements,Page 4 SCHEDULE A $109,617.10 t/ I$39,180.45 ~ Balance -Principal -Personalty PRINCIPAL -REALTY SCHEDULE B $70,436.65 t- Receipts,Page 4 Disbursements,Page 4 $25,000.00 $None Balance -Principal -Realty INCOME,.,PERSONALTY SCHEDULE C $25,000.00 <.. Receipts,Page 5 Disbursements,Page 5 $1,558.15 ~ $None Balance -Income ..Personalty INCOME -REALTY SCHEDULE D $1,558.15 ~ Receipts,Page 5 Disbursements,Page 5 Balance -Income -Realty $None $350.00 ~ BALANCE $97,344.80 >• SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS Inventory and Appraisement as filed ,, $104,907.65 Additional amount by reason of distribution in the Estate of lola F.McBride $1,215.32 / Payment on account of mortgage and mortgage note from Ryan Homes,Inc.at increased value Balance of Executor's commission in lola F. McBride Estate Total SCHEDULE A PRINCIPAL -PERSONALTY DISBURSEMENTS \ 1969 Administration Expenses: $450.00 ~ $3,044.13 $109,617.10 t/ July 17 July 23 August 11 1970 June 10 Russell Marino,Letters and Short Certificate Washington County Reports -.advertising Letters Notes Publishing &Printing Company'"advertising Letters Russell Marino,Register,filing Inventory and Appraisement and balance on Letters $ $ $ $ 15.50 14.00 12.50 20.00 Russell Marino,Short Certificates Mary Jane Smith,Notary -Affidavits Peacock,Keller,Yohe &Day,Accountant's attorneys Russell Marino,filing this Account 1969 Preferred Claims: $18.00 $22.50 $8,128.11 $17.00 July 28 Oak Spring Cemetery,Company -digging grave Jean Comer $ $ 90.00 35.00 August 18 1970 January 12 Kurtz Monument Company -lettering on marker Speakman Funeral Home -funeral -2- $10.00 $3,175.00 1969 ;.. Other Debts: July 28 July 28 July 28 July 28 Grano Window Cleaners Valley Brook Country Club -account Gimbels -account Millers -account $ $ $ $ 5.50 321.10 145,14 47,45 August 1 Don Robinson -account Bell Telephone Company -account Commercial Bank &Trust Company -note and interest Hardy &Rankin Western Pennsylvania National Bank -mortgage $15.00 $126.72 $5,099.22 $14.84 $13,814.05 August 1 August 22 I November 6 Tom Brown."Account Kaufmanns -Account Joseph Horne Company -account Equitable Gas Company -Account' West Penn Power Company -Account W.H.Kitrell,M.D.-account ColI Tire Distributors -account Blocks -account Otto Suburban Milk Company -account Tomsic aIds -Cadillac -Account Citizens Water Company -Account William Donaldson,DBS -Account Western Pennsylvania National Bank -safe deposit box $ $ $ $ $ $ $ $ $ $ $ $ $ 31.80 32.90 466.87 6.73 53.97 6.00 8,48 21.50 1 7.54 26.13 45,65 12.00 12.50 1969 Internal Revenue Service -Income Tax 1969 $ Internal Revenue Service -State Income Tax $ Chartiers Masonic Hall Assn.-balance pledge indebted- ness $ Taxes: 632.41 88.37 300.00 August 7 Malcolm A.Morgan,County tax -3- $1 72~17 1969 August 7 August 7 ,..,... ~.. Joseph A.Kern,Road tax Joseph A.Kern,School tax Township of ~orth Strabane ...sew~r Russell Marino,Inheritance Tax Total SCHEDULE B PRINCIPA=:"-REALTY RECEIPTS Inventory and Appraisement as filed Total (The above figure includes an undivided interest in a service station awarded to this decedent in the Estate of lola F.McBride which the Department of Revenue for Inheritance Tax purposes included as personalty.) PRINCIPAL -REALTY DISBURS3MENTS None Total SCHEUCLE C INCOME -PE~SONALTY RECEI?TS Dividends ...Merck &Company Dividends ...Eastman Kodak Company Dividends ...American Telephme &Telegraph Dividends ...Storer Broadcasting Com::>any Dividends ...Phillips Petroleum Dividends ...Columbia Gas Systems,Inc. Dividends -Standard Oil Company of California Dividends ...Hanna Mining Company Dividends ...Chrysler Corporation -4- l • $86.09 $562.42 $35.29 $5,415.00 $39,180.45 ~ $25,000.00 $25,000.00 $None $None $59.80 $38.92 $133.14 $72.25 $94.26 $43.68 $109.55 $70.70 $101.10 ..,.'II .. L Dividends -Phelps Dodge Corporction $46.20 Dividends ~Texaco,Inc.$161.30 Dividends -RCA Convertible Debenture Bond $2.50 Dividends -Washington Steel Corp:::>ration $7.70 Dividends -Continental Oil Corpor,ation $138.00 Dividends."Pacific Petroleum Company $4.50 Dividends -Marathon Oil Company-$24.00 Mellon National Bank &Trust Com::>any -Burgettstown Office -interest $19.17 Commercial Bank &Trust Compan::-interest $431.38 Total $1,558.15 SCHED:JLE C INCOME -PERSONALTY DISBURSEMENTS None $None Total $None SCHEDULE D INCOME -REALTY RECEIPTS W.A.McBride Heirs $350.00 Total $350.00 (This was a net amount distributed from which expenses had been deducted.) SCHEDU.=..-E D INCOME ..REALTY DISBURSEMENTS None $None Total $None ..5- THE DAILY NOTES CANONSBURG,PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L.1784, Sec.3.paragraph (3)and (25). State of Pennsylvania } County of Washington ss. Personally appeared before me,a Notary Public in and for :;aid county and state, ____J{~1?_~J:?!__!Q§.y ,who being duly sworn,deposes and says:that _______she is the hQOkke_eperthe Notes Publishing &Printing Co.,a Penn- sylvania corporation,and its agent in this behalf:thalt the said company is the pub- lisher of The Daily Notes,published daHy except Saturday and Surday,having its place of business at Canonsburg,Washington County,Pennsylvania;that the said Daily Notes was established August 1,1875;that the printed nOltice or ad>eritisement,attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said newspaper in its regular issues on the folloving dates: ----------------.Iuly---2-~r--Au~u-s-t.-lT-.Au-gus-t---.8-,----19.6-9-_ . ----~---------------------------------------------------------------------------------------------------------------.. that the affiant or the corporation [n behalf of which s_b_e i~.acting is not inter- ested in the subject matterof said notice or advertising and that ell of the allegations of this affidavit as to Ithe time,place and charaC~ationare true..----------------------------------------------------------------_._-~_.~---~----_._-----..Bo~eperSworntoandsubscnbedbeforemethis. ----------~----day Of~..A.!!g~~j~__;----.------19__~_9_ mm__~~1!c£."4'").j J AU('REY J."rA f ,UNE,Notary Pu"li<:Notary Public IV ,hin!Jto:~County.,,,a. My C\lIl1,:,issiol;E~,ires \1~rcll 30~19d1. EXECUTRIX NOTICE Estate of Harry G.l\1cBrice de.- ,ceased,la.te o·f North Stra,bane To\vnship.\\Tashing-ton Cc-unty, Penna.LETTERS TESTAMEN"T'AR iT up- on,the above estate haYing been granted to the undersigne~l,r otice is hereby given to those md~btedtheretotoma'ke imme-dia;te pay- ment and to those having c:aims.or d~mands to present'then-for settlement.!Helen S.McBride214LindenCreek RCRd Canonsburg,F'l?nna._"317Peacock,Kelle·r &Yohe,AttOOll?YS G8-70 East Bl?·au Stree,t \Yashington,Pennsylvania 1"~()1July25,Aug.1,8,19G~J ,-------------------------------------------------------------;- Washington County Reports Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) Estate Notices The Register of WiHs has gratCed letters,testamentary or of administratbn, in the following estates.Notice is her<iby given to all persons indebted thereto to make payment without delay and to th<)se having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. ••• ••• • ••• • • ••• •• PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.S,paragraphs (S)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 officiaJI.legal periodical for said Washing.ton County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTSwas established on March Sl,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: McBRIDE,HARRY G:,Dec'd. Late of North.Strabane Townsh.!I',Washin~ton County,Penna..'.Executrlx:Helen S.McBride.214 Lin- den Creek.Rd.,.Canonsburg,·Fa.15317 Attorneys:Peacock,Keller &Yohe.,68-70 E.Beau St..Washington,Pa.15301 .,Irr \. before me ...................Jul:y.31.•.....19..6:9... ..................Allg.US.:t 7 1.4.o :J..9..Q.9.. that the affiant or the corporation in behalf,of whioh he is acting is not interested in the subject matter ofsaid notice or advertising and that all of the allegations of this idavit as to the time,place a.nd character of the publication are true..r!Z:.:~..... Sworn to ......14:t.h day of A1U~1J§.t ,19 Q.2 . ...........~~;- otatH'Public KATHERINE C.YARD,Not Pub .WashIngton,Washington.0.,Pa. My Commission Explr,as November 1,1%'J STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to low,deposes and sayS that the above account as stated is true and correct as :she.verily believe, Sworn and subscribed before me this...~.LQ::;t:....x..J~.L.!?Z.~~.Helen S.McBride N t o o ·1,1'\ '·0,\ .' do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner presc;ibed by Statute and Rule of Court,as evidenced by proofs thereof filed to No.....b.3.::..7l2.:-::.7.¥Q . Witness my hand and official 'seal thiS ~.Q~. .daY01_~_~__-----9J4--"T 1920 ..~~. Register of Wills r·~i ~I".... /' lql ~! ...........-! F Wa1shington County,·5S: ~f-( .~;....0:::,<t:!0 H..., ~i=I ::Ji<t:!::I0 uj\-'-''-'!i:1:<lj ~: I"il: r£i .; "'"ril!CUQ 0 S Oif-(: '-'I:r;i1 cQ 0:::Eo<<lj I:Q ~:~i Eo<~~uIrnctf:;gio-i r;i1 1=1.~ ~~iii!, 0 ~~].-d~1=1 Z~~rili~0::ti ~j~$-i I"il! 0 '.-1 .P1Z~ ..,.~4:'.-'-';-:-•_,__ ii"," f '.•......, '~.~-I L __'. -.,~,. • 4 •.1 ..•• 1 • ",." ...... The Court is respectfuIly requested to determine proper distribution in this estate. t, :,-- ,c-.vL-tfs~ <!Tnurt nf <!Tnmmnn 'l~as.nf lJan4ingtnn <!Taunty (@rp4ann'<!Tnurt mittininn In the matter of the Audit of Account in Estate of HARRY G.McBRIDE TO THE AUDITING JUDGE: ~o._---,-__--=6--=3_-.::...69=-----=8:...:3:...::8~_ (. Enter__----::o::...:u::.:r:o....---'appearance for the Accourtant. N.B.-Counsel shall,by separ.8Jte paper,p-esent a concise statement of each claim,with supporting calculatior of any interest claimed.Objeotions to an account as filed,shall be cOICcisely stated in a separate paper. Council suggesting proper distributiIn shall file a separate concise state- ment in that regard. I(") ( (; ( (' (, No.63-69-838 In re Audit of Account in EstaJte of __:tI.1\RRY G.McBRIDE AUDIT 'rarripr fnr .!\ppraraurr FOR AccDuntant (- 'I;iJ~7::1 ~~~~1 -----··--o-;---m-;-...~r ~ (J){~-')~~~~~:-r;;(r~~(.;.;I~l ::.~-------.-.,,- --t "',"J;:,./-" .---~­!...~ ~5;;:::;.;~i' c'--.o _~J .;r-'::; ""tJ i--2>/'Po en I '-0 .~:z ,"""--' ~ t-....,."",........". ~- t:_it-...'"')<.11:~... :PEACOCK~KELLER,YORE &DAY -AttorneyS ~2 ,..,...1\..../ ~n tl1t <!tnurt nf <!tnntUUtn 'lruB nf lJanl1i1t!ltnn <!tnunty. Jrnnnyinania.(@rpqann'Qtnurt ilinininn ESTATE OF 63-69-838NJ._--=-=::.-...::.....::....--=-=:::....::.....--------- Harry G.McBride Ir the matter of the First and Final deceased A::count of__H_e...;l::..e_n_S_.:.-M_c_B_r_i_d;...e--_ Executrix $97,344.80 SCHEDULE OF DISTRIBUTION Balance per account ~1 ADJUDICATION AND DECREE And now May f7 ,19TI:.-,this matter came on f~r heari.ng, audit and distribution at this session and testimony ta~en;and thereupon,upon due consIderation thereof ..the balance for distribution in <the hands of the Ac.countant.is deter,,!i~ed to be $ts7,932.23 and the account is accordingly confirmed;and It IS ordered, adjudged and decreed that the said balance be paid 'Jut by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.r~g.or an appeal be taken herefrom sec.leg. Additional credit asked at audit Balance'_ Deduct Clerk's Costs &Receiptsi.-_ At'torney --=-P..:::e~a:.:::c..:::o..:::c..:.:k:.l.,......::K:.:::e~l:.:::l:.:::e..c.r..l,__=Y..:::o;.:,;:h:.:::e;.;.a,--:;&;....:D;.:::a:.l.y__.--- , Washington County,Division of Personal Pro- perty Tax,per praecipe filed, 9412.57 67.$0 $81,"32.23 Helen S.McBride,widow,Family Exemption as ~equested at eudit,1000.00 $86,566,84 Russell Marino,Clerk O,C.costs ~n certifying real estate to Recorder, John Mazza,Recorder,costs recorjing certif~­ cation of real estate, $86,$61.84 ffti/7 6IJ 6-}~)IJ1tt $86,552.24 Russell Marino,Agent,transfer inheritance tax,$100.18 Interest from 10-10-70 to 5-29-71 3.85 Contribution to maintain assets of estate in kind for distribution, Helen S.McBride,widow,residue,including the following assets,held in kind and distri- buted as such at the appraised v31ue;subject to contingent Federal Estate taxes,that may be determined to be due:~ 39 shares Standard Oil of California 70 shares Storer Broadcasting Company ... r r ' ,. ... I 0 >> ....'5"z " rr ',n, •S .(....P t=I :r 0 c CD lr or a 3 t=I 0 0 ~.... i ~. .... ! t"\ CD ~ ., I 0 I t ::r......... ,=:r ::: CD N ~~ stl) ::t " tl) ,'.L' tl) " , .'.r " *. ,( r .. J' J. -damages f'or sew~r conde rut!. 1114041.3'" N'o balance -"""n..,,or ... ~ 50 shares Lincoln Bank and Trust Company44-shares Phillips Petroleum Company 92 shares Continental Oil Company 56 shares Hanna Mining Company 147 shares Crysler Corporation44sharesPhelpsDodgeCorporation 72,shares Texaco,Inc.(now 144 shares Texaco Inc.) $100 RCA convertible Debenture 42 shares American Telephone &Telegraph Co. 28 shares Eastman Kodak Compa.ny 23 shares Merck &Company 18 shares Pacific Petroleum Limited 40 shares Jefferson Coal &Construction Co. 30 Ish~.res··Mareth6n Oil Compa.ny 1 sha~.Radio Corporation of;America 2,s'hares ~tandard'Oil Company qf California 52 shares'Columbia qas Syste~s,Inc.• 157.shares Storer Broadcs.s ting ',Company4sharesTeXAco,Inc.(now 8 ,sh~res Texaco,Inc) 28 shares Phillips Petroleum Co~pe~~y 22 ;shares Washington Steel C~mpiny . 2.C~nonsburg Industrial Development Bonds at 2% due in 1985 at 50 '",' 1/7 undivided interest in mortgage :and mortgage n~te from Ryan Homes,Inc.to Trustee u/w W.A. McBride,deceased,recorded:]'1.B.7,08 page 1146 assigned to seven McBride children,1;13/69 recorded in M.B.708 page 792.,'.Orlgina1 prin- cipal amount of the mortgage'was $422,896.00 payable $70,000.00 on March 130'"bf ;years 1970 to 1973 both inclusive and.$142,896.00 on March 30,1974 without interest.Payment due on March 30,1970 has been made and is ac- counted for.The computed values of the rema.ining payments a~appraised f'or inherital ce tax purposes and subject to distribution as; 3-3-71 $9049.00;3/3/72 $8,584.00;3/3/73$8163.00;3/3/74 $15,805.00.. The fol10wi.ng hereinbelow described parcels of' Real Estate - 1/7 undivided interest in service station on Route #19, 1/7 undivided interest -1.599 acres ...Tract #5 in D.B.825 page 206 (Hill Church~roperty) 1/7 undivided interest -approximately 2~acres remaining -D.B.836 page 185. 1/7 undivided interest -approximately 9 acres -Part of tract No.2 -D.B.825 page 206. 1/7 undivided interest -approximately 3l!acres rema ining on Few Farm -North Stra.banef"Town- ship including Farm Buildings. 1/2 undivided interest -tract of land in Char- tier!Township bordering Chartiers Creek con- taining 12.85 acres. 1/2 undivided interest nation on same. , " " .1 ., " REAL ESTATE TO BE CERTIFIED rro THE RECORDER 0 ~WASHINC TON COUNTY BY THE CLERK OF THE ORPHANS'COURT D.VISION He.rry McBride,devisor,to helen 3.McBride,de'isee of all the right,ti1?le and inte.rest of'the devisor in and to parcE Is o.t real estate described as,VIZ: 1/7 undivided interest in service station known as the CulB Service Sta,tion located on Route #19 together wi th the (oal underlying the !" " \!t:~:·- t.O'- .,.. (;f ....',.1 t.'• ), r , to' ') r ;, ,I .Zo, r -'j r [-,.) ....'r "f t .."(' r ...., 'r •,j 5':.;.....~, '3"1· 0,::+'(1)'., o~'.':r-(1) ...".'-11 r ..1 ......~.. ,'", .."f'r ,'. t, f .. (•'J I ' 0',t( ! r r'.. ",f 'j r ,I • .'-."'.\ to. ,f ',I " .! ")t' "J " .'r 1 -J .. ,' .' ."". f"~")~, ,•~j ~~ ·,·;' .'·. ,I·') ,l.,"' ~..,:t .tJ .~....,. .. ;.~"J ..,14.,'r ii (', ).': r ,.,..J.....'- "~f j J.. ., ~...~.~; ('I' -:1.,dl" '~l''.'7.I, f Ii )" .. I., i ~I r l ' .' :",t> .,;").".1 "~~\:..,r 'l j '.'J'',r :'9-.~~rtt-.._..." r.,tp 0'•••~.,,Q... "t~,..;" "<:'0 ')'.,>."; ...' ..,.-. (. t·........ r r 1.1. ,.l f \ ,\ '). .....f. n,':;!q f ")1 ..( t r-1"(...~.~ .-, .' ,Ii. () 1-1.' t.. r ,.\ -,' " -,'1"4 - I I'.•;;,~ , f ~~­-, ;'1"t:/",. ,,L ,t r"r •I. ". ,f ~."..,. "i. .~'f '4,. 'r 1 ,0'i,t..',- ,' ".' •• r 'J' )- ,. ; '. ~., " J. J •,)~ r ;r ,- -' -, !""1 •) [' {.":".'/') --{.~,.'!. ':r •u.1('J~rJ_..-..--~..;. '\.."~),!.,I'('r •i ", .' l :)1 •,.'., '\ .).' ." o. same for support purposes in the estate of lola F.McBri e. 825,1/7th undivided interest -1.599 a~res -Tract page 206 (Hill Church Proper~y). 1/7th undivided interest -approximately 2i acr s remain'ng ... ing dings. Town hip ation n same. ~~,I I bor?ering Chartiers 'Creek conta.:ining 12.85 I/7th .undivided interest -approxi~e..tely 31t,ac ..,....I I 1 on Few Fa~-North Strabane:Tow~ship including i :..:._J 1/2 undivided inter~st ...trac't 'of land in Charti '"I 1/2 undivided interest -damages fo~sewer ,, D.B.836,page 185. 1/7th Undivided interest -approximately 9 acres -Part f Tract No.2 -D.B.825 Page 206. ,.-. " ., CERTIFI~TO RECORDER:JUNE 7,19 1. " iiol, "-";tf t'·.,-" I:. ',-'-I '.~r '.( :t,J.'",,,., I'""'I ..,.r ..... 1 ' .' zp ( 'I • I f •I.J ~J ",. ""j', • _,.'f',r ~, "" J ...~'f'/~ ~,,'~'. i....~ I''~'lJ := i S~ ::l~~ .,..~f', f ' ., ., 0 if)-<-..-J CL (V)-J ~ t ......:::r;'0 -'-(.)... "L...I.:...-,..,. -~!0 ...~ 1 C Ol .cc:l-I W (!.l..)'-Z:>-,;;V)~..:r.:(;,--..-...(;)--::J U)c:::w < r--c:::;.~.. I '\t :F'Orm RCC-33 RESIDENT DECEDENT \~' COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF j # WASHINGT.'ON ". IMPORTANT:This return mus t be comple ted in detail and filed in duplicate,with will attached,with the' Reglster of Wills of the County where dee>edent resided;Return is due within one year after date of death,unless an extension is gr~nted by the Secretary of Revenue.(Section 703 of the Inheritance and Estate Tax Act of 1961.) ..............HAR=::..:::;~:~..~~.~~.~~~~};::::::;x (State full name of decedent).. ~Late of Wa.shington ...County :::~--~::=::::::-::--=:J'" .........................................................................................H.elen S ::VlcBride ,. of the estate of the above-named decedent being duly sworn.deposeS and sa,B Executor Decedent dJed ......................July.....LO..... (Month) ..........19 .....6.9......,J testate leaving a last will,copy of which is hereto attached•.} (flay)(Y~r)l iiH*i:UfK Name and address of attorney or} other authorized representative to . whom all correspondence should be mailed. .':peacQck~.....KeUer~....YQhe ....~...':O'gy~.....9...~..:..7.Q...~9.:.f3t ...:I3..~a.::L.l:$t.:r:'.~.~t.,.. Washington~Penn3ylvania l.53.0.1....... That as such ~.~g~.'!J:t.Qr.deponent is familiar with the affairs of said estate and the property con- .(Executor·Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit bo;..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:- THIS SAFE DEPOSIT BOX RENTEDINNAMEORNAMESOF RELATIONSHIP OF JOINTHOLDERSTODECEDENT /~ ~, w· That the contents of said safe deposit box or boxes are itemized under Schedules B &E of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fullv and in detail all the real property in the Commonwealth of Pennsylvania of wtich decedent died having an interest therein.It also sets forth the mortgage encwnbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,dat~,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each o~said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets ~orth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued intere~t thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to the date o~decedent's death in all other casesj all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or amy state,or political subdivision thereof,or of any foreign country,which are owned at the time of dea~h;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,'left by decedent,together with the fairly estimated market value thereofj -alf hor{ds and mortgages held by c2ecedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instrwnents in writing for the payment o~money..... of which decedent ~ied possessed,~of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if Euch 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 policies carried by cecedentj all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date o~dece- dent's death and other investment securities owned by t:1e decedent at the time of death,with the market value thereof at such time. " J'~d/k~Q~':1:,...................................................•..............................................................~.......•_... (Executor~~) ..............2..1..4 Linde.n Cr..e.ek..R.oad __~.. (Street Number) .............G.9.-.nQn§.J;:nrr.~p.g..•........1..5..3.1.7... (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 sho\\,ing the assets and liabilities of said c~-partnersbip or .business. A copy of the co-partnership agreement,(if oral,a statemen,"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 ousiness 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.fa"ir market value thereof,any other property owned or bequeathed by the decedent at the time of death~ The Schedule C attached hereto and made part.hereof sets forth a true answer to each inquiry contained therein and in the case of transfer's ofproperty-,real or personal,within two years of decedent's death,in contemplat'ion of decedent's death,or intended to take effect in possession or enjoymertt 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 recei~ed by.each transferee and all other fact~of a .pertinent nature regarding said transf,ers.In the case of transfers intended to take e~fectvin·possessionor enjoyment at or af~er tl~ath,there~s also attached to the schedule a co~y of the deed,trust agreement or.other im:!trum~nt_creati,\g 'tp.e.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 anotl(e:,r"~r 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 thei.r death,their issue,and the relationship of.such issue to the beneficiary. That Schedule E attacfied hereto and made a part hereof sets forth all property,'r~al -and per- sonal,owned by the decedent~jointly with another or others,iricluding in·tahgible,sta~d1n-g'in the .name of the-decedent and o~hers,plus the date and place of record of instruments effecting the ve'stiture'<if real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owner~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'5 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 actuall~paid in settlement of any fee,commission or debt is less than the,\7.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 been carried forward and properly registered in the Summary. Subscribed and sworn to before me this . _.__.....".£-f}>day Of~.;19_::2.9~~.~..__... Ma.ry Jane Smith,Notary Public Washington,Washington County Pa.. My Commission Expires ' February 28,1973NOTE: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. ---------------~----------........ RC'C-34,(I'S{) COMMO~WEALTH OF PENNSYLVANIA ,DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenar:cy by entireties,report on Schedule "E".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. (3\ DEPARTMENT VALUATION CAUTION (Do not write In this space) 500;J~0 ~.y;>V 51" (2) ESTIMATED MARKET VALUE ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (1) 1/7th undivided interest -North Strabane Township, approximately 9 acres out of which has been sold property to Jean Comer and Jake Kassab 1/7th undivided interest -approximately 31 1:2 acres -North Strabane Township The real property located In the Commonwealth of Pennsylvania sh.)uld be described by lot and block number,street and street number,togethar 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 "F"and must not be deducted from this sC1edule. ~~-_, 1/7th undivided interest -Hill Church property I/v ~{~ including service station and office t ry'3 C,I 1/7th undivided interest -approximately 2 1/2 North Strabane Township,Washington County L \JA W~. .1/2 undivtcfed interest m tract of land m Chartlers Township,Washington County,Pennsylvania.con- taining 12.85 acres Insert this total opposite "real property",Schedule "A"in t~e X X X X X "As Reported"column on the last page of this return. 20,000.00 RCC-35 "COMMONWEALTH"OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" 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".Intangible 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 listej 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 of or income from any property held in trust ~~der the will or agreement of another,even though located outside of the State,at the time of death,s~ould be listed in this schedule. Item No. 1 2 3 4 5 ITEM List and describe fully 39 shares ':'Standard Oil of California at 63 13/16 70 shares -Storer Broadcasting Company at 32 5/16 50 shares -Lincoln Bank &Trust Comp3.ny at 45 44 shares -Phillips Petroleum Compan~T at 30 13/16 92 shares -Continental Oil Company at 35 3/6 UNIT ESTIMATED VALUE MARKEl'VALUE (2,488.69 2"305.63 2,,250.00 1"355.75 3,,237.25 DEPARTMENT VALUATION (Do not write in this space) 6 7 8 9 10 11 12 13 14 56 shares -Hanna Mining Company at 39 5/8 147 shares -Chrysler Corporation at 391/16 44·shares -Phelps Dodge Corporation at 42 7/16 72 shares -Texaco"Inc.at 74 11/16 $100 -RCA convertible debenture at 90 7/16 42 shares -American Telephone &Telegraph Company at 53 15/16 28 shares -Eastman Kodak Company at 75 1/8 23 shares -Merck &Company at 93 1/16 18 shares -Pacific Petroleum Limited at 33 3/8 2,,219.00 4,823.49 J.,,867.25 5,,377.50 90.43 2"265.38 2,,103.50 2"140.44 609.75 15 16 17 18 100 shares -Avco Manufacturing Corporation at 25 13/16 American Express Company'"travelers checks Salary and vacation pay 1969 Ford 4-door LTD automobile (sold for that figure) CONT'D ON NEXT PAGE f \ 2,,581.25 550.00 , 691.50 \6f(h 1 \(2,,000.00 Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return. 19 SCHEDULE "BII CONTI D PERSONAL PROPERTY Mellon National Bank &Trust Company Burgettstown Office"savings account I1d 493.53 /1~·..), $9"550.00 $9"049.00 $8"584.00 $8"163.00 $15"805.00 The 1/7th undivided interest in mortgage and mortgage note from Ryan Homes"Inc.to Trustee u/w W.A. McB:dde;~deceased"recorded M.B.708"page 1146" assigned to seven McBride children"1/13/69 recorded in M.B.708"page 792.Principal amount - $422"896.00"payable $70"000.00 on March 30 of years 1970 to 1973 both inclusive and $142"896.00 on March 30"1974 without interest. The commuted value of said mortgage as of July 10" 1969 based on a 6%per year discount to payment dates finds present value: 3./3/70 3/3/71 3/3/72 3.1 3/73 3/3/74 Total commuted value 51"151.00~· ,).~.., .t::I Also the following assets to be distributed to him out of lola F.McBride Estate. 20 23 1 share -Radio Corporation of America 22 30 shares -.Marathon Oil Company at 52 13/16 . 21 40 shares -.Jefferson Coal & Construction Company $4"000.00 24 2 shares-?tandard Oil Company of California at 63 13/16 26 157 shares -Storer Broadcasting Company at 32 15/16 25 52 shares -.Columbia Gas System~ Inc.at271/2 .' 298.75$ 4 shares -Texaco"Inc.at 74 11/16 27 28 28 shares -..Phillips Petroleum Company at 30 13/16 $864.37 29 30 .- 22 shares -Washington Steel Corporation at 14 2 Canonsburg Industrial Develop- ment Bonds at 2%due in 1985 at 50 $ $ 308.00 100.00 I 31 32 1/7th undivided interest in service station known as the Gulf Service.(-q.~()J0 Station located on Route #19 together 9i.SI ~/rJ with the coal underlying the same for...ill 1AAf''''jt'./,(1)· support purposes in the Estat~,of ~9JI,2t'Pi --fj ""'I'/tff-I F.McBride ~~1~1'""i".1~~!$'51 000.00 /'.--9 ~J-A~4 .::J/~~}1t ~.J 18"806.31 1/2 undivided interest in damages for sewer taking on ~ 12.85 acres /"-0_500.00 ;f TOTAL 109,907.65 ,Rcc·-36' i''COM'llON1\K\LTH OF PENNSYLVANIA Tll\NSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRA.NSFERS , (1)Did decedent,within two years of-death,make any transfer of any material par,t _of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)__N~(O~_ (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 lifeti~e,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)rxo (a)Was there any possibility that the property'transferred might return to transferer or his .est~te.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)rxuuOL-_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)IXo (6)If the answer to (5)(b)above is in the affir!'1ative,state whether the right was reserved in decedent alone or 0 thers _ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)rxo (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 NONE DESCRIPTION MAIUCET VALUE (Es Umated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"~n the "As Reported"column on the last page of this return. NONE .' CCM"MuNWFALTH OF PENNSYLVANIA rHAN::'FEH H\HERITi\.NCE TAX RESIDENT DECEDENT SOIEDULE "E" JOINTLY OWNED PROPERTY I~srRITTIOSS:This schedule must d.isclose all proJerty,real and personal,owned by the decedent jointly wi th another or others,including intangibles,.standing in the name of the decedent and others.List real estate ftrst,as entireties,or joint tenants,giving brief description,as indicated lmder 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 dl?cpr!ent.D~SC~~Pt:::,i=o=n=o=f='=p=r=op=e=r=t=y=,=D=a=t=e=o=f=A=C=q=U=iS=i=t=i=o=n,=N=a=m=eTI=un=i=t=tr=p=e=r=c=e=n=t=~=~::::_·T--=-=E=s=t=a=t=e=r===D=EP=AR=T=ME=N=T=V=AL=U=A=T=I=O=N= Address ffild Relationship of Co-Owners,and Place ;Value Share Valuation CAUTION-Do not Write of Re_cord of Instrument,where Rea~Estate•._!.In This Space. Value of Value of Entire Decedent's Property Interest The following assets are jointly owned pro- perty in the name of the decedent and Helen S.McBride. 1,,156.~- 5"000. 6~709. 3,541. 3~466.51 50"000. Commercial Bank &Trust Company Blue Book Account The following assets are E Bonds in the name of Harry G.McBride or Helen S. McBride.(See Schedule A attached hereto.) Western Pennsylvania National Bank -Houst n Office ...less outstanding checks The following assets are E Bonds in the name of Robert C.McBride (a .son)or Harry G~ McBride which wer~=afiflto said Rober:t C.i McBride by his gran mORer~lola F'. McBride.(See Schedule A attached hereto.. .• I I '. ALL that certain lot of ground situate in North Strabane Township~Washington Count ~ Pennsylvania"on which is erected a stone dwelling house and known as the home pro- perty 7 ;<~-~i 0 , Union National Bank ..Savings Account No. 'i2 000 27 Commercial Bank &Trust Company - principal office -checking account No. 99-95825 Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. ·~\' EXHIBIT A 'f?1~ E BONDS IN THE NAME OF HARRY G.OR HELEN S.McBRIDE " Issued April -1942 Oct.-1943 Nov.-1943 Dec.-1944 Nov.-1961 Dec.-1961 Dec.-1960 Nov•.:.1960 Oct.-1960 Sept.-1960 Aug.-1960 July .-1960 $25.00 $50.00 $50.00 $50.00 $'100.00 $100.00 .$100.00 $100.00 $100.00 $100.00, $100.00 $::'00.00 $44.14 $84.66 $84.66 $82.20 $100.08 $100.08 $103.20 $19,3.00 .....$--Y05.16 $105.16 $105.16 ~105.16 $1,122.66 McBRIDE $115.12 $100.28 $100.28 $96.16 $96.16 $115.40 $115.40 $82.08 $82.08 $171.36 $54.72 $27.28 ,$1,156.32 ' Issued -1956 -1961 -1961 -1962 -1962 -1957 -1957 -1966 -1966 -1965 -1959 -1959 E BONDS IN THE NAME OF ROBERT C.OR HARRY G. ~~1~ $tOO.OO' $100.00 $100.00 $~OO.OO ~$::'00.00 .$::'00.00 $100.00 $100.00 $100.00 $200.00 $50.00 ,$25.00 11 ,II '';/ Dec. Dec. Dec. Dec. Dec. Dec. Dec. Dec. Dec. Dec. Mar. June .'. 'II \•"'-' RCC-37 (12-6.3) ;;.''1 '.. COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT . SCHEDULE "D" BENEFICIARIES ( h BENEFICIARIES AND ADDR~SSES c RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFstatefullnamesandaddressesofallwhoillegitimatechilCrenDECEDENTOFBENEF.ICIARY ave all interest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this factJ OR NO BIRTH Helen S McBride UTifp YeR ~ .2..1.4..J.linrlpn Creek Road (;an()ni=:hll r Q'.Pa 15317."<' - , ~ Deponent fUrther says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DE1.TH RESIDENCE ~~ ,hn-------------------+----------f--------------------.;,,1 ======================================================================""J",fl~.]~" 11\l.t:_r i,i I l~__---:J OF THE ESTATE OF REPORT AND APPRAISAL ~IATIER OF THE APPRAISEMENT l!ll (Executor-Administrator II must complete "As Reported"column #1.) GJ f:i~~~""l '"'~ro0'~..,~~;:I '"til 0til,;.~;:I ""d~,(1)~...~...-0~:'"><~1 ,""d"O~...(1)r:T ~:o ...~"0 ~ t!j ~:(1)..."".~~.~~(1) C/)c:::~~>-:xl ~C/)C/)>< (')(') ?'"?'" c1 ~>::.:..-.....- -0~~-0 -0 -0 'Year IS THE No. MREYG.,M,cl:3.EI.:O~. Deceased Late of,;NQr.th.,P.tJ;Cl,b.,ClJ:l~"':['()WJ:l?1:l,ip"", Commonwealth of Pennsylvania County of,WCiSl1i ngt()J:l , Will ~ Administration ~ "'rid '"Or,~J'OlC\~I\\\--1I~"1jlf\v.v III -V 11 I '.J \\~~ Slllf;\.:\0 ~j31S\v3'8 oH\BI;'VI -j "'j ':!Sc:;n't1 ;1-'- :1:>.:);co... ;CO:0 :-.J:. :~ ..... ,x:::>~>-Z ro 0 '"o •..:xl:;::l t.O 0 (t)-- (1)00"0"-,:-.J 0 0- •,""'1 :en'oct:<:J10~ gtl Ii ~PJ G\,l{nr OL -0,*~-0 8 ('1 -,.\J.-1 -"t~..'a \.~...:.. ;.<"~:~ :~ Ai' ~-0~~.;.~.~-~~'.:~tJ :\I't __ '.~l'V"()CJ 'r;_:1\.3 u Q 5' NOB.. ~n ""!\.\" -..;"1-_~,... ------------- ..... R CC-BI (2-64) COMMONWEALTH OF PENNSYL VAN IA DEPARTME:-4T OF REVENUE BUREAU OFCOUNTY·COLlECTIOMS INHERITA-lCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT HELEN S.~IcBRIDE (Executor ~). IN YOUR REPLY PLEA.E REFER TO 37-240-4 j In Re:Estate 0 f .....:.l=.;IA::.RRY=='-=G..:..--:~::.Jlc=B:::R:.::ID=..:E=---_ _____---.:'i~oJA=S~H;.=I:::..:;NG::.;T:;.;:rCN::::.:....County -FileNo.63-69-838 Dear Mr~.McBride: You are hereby notified th:lt the original appraisement in the estate of Harry G.McBride has been filed in the office of the ~egister of Wills qf Washington County on july 10 ,191.Q..Said appraisement reflects the following valuations: Re alEstate _--'---=2=..::0"",c.:::0:.:::O:.:::0;.r.•.::::OJ~__ Personal PropertY_~J~Q~9~,~9~Q~7~.~6~5~__ Jt.He~--.-'1:!:J'L:!:1,"",5~6.Lo3(.!;;:.2:--_ Tota1 __.,;.-----011....1""']~,.l.!Q.l.!63..L.L..9:z.7L..-_ As to such tax that is paij within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __..::.J-=ul=:'Yl-·..=l:.:;;Q.k'-:1::..9w.7...:;Q _Signed OLI!~~.Vi< Title \'f.R.CHANEY,CHIEF PRAISER DATE OF mATH:July 10,1969 Note:This is not a bill. ,J'.-RCC-39 (5-68l COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of McBRillE,HARRY Ot. (Last Name)(First Name)(Initial) DATE OF DEATH 7-10-69 FILE NO.63-69-838 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 rea:and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the r:ght in Schedules "A","B", "C",and "E". Dated:---"0-'-7-e-l=-0-::.-L7-:-O _ 07-10-69 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 claimd by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schecule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS ?r 1nr m 109'gor 611 1.15t 32 131.06'97 VALUE AS APPRAISED $ CLEAR VALUE OF ESTATE INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $----------1-- Tax on $---------,---I--tc Tax on $----------1-- Tax on $----------1-- Tax on $----------1-- Exemptions========F==Total Estate -I-__ 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 $L Add interest at rate of 6%from --to $------ AMOUNT OF ESTATE TAX ASSESSED $--------iL- Estate tax paid $---IL- BALANCE DUE $~~ Add interest at rate of 6%from ------tto-----$------It=TOTAL TAX BALANCE $-----~, PAID $-1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the abovf 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 ..WlRI:lI G•..:t4.c:I3J=tJ:lJ:E:... Deceased Late of . County of N.STRABANE TWP. ··VJASHINGTON.. '------- Commonwealth of Pennsylvania REPORT AND APPRAISAL ;' ,'"' .. Fonn RCC-2 ,D~RRTMENT OF REVENUE Btm:EAU OF COUN'TY COIsLECTlONS HARRISBURG.PENNA.77 727 COMMONWEALTH OF PENNSYLVANIA RESIDEN',l'INHERITANCE TAX· APPRAIE.EMENT '" DATE J..~y lQ.,J.,.9..7.Q . COUNTY ~§:.i?h.~g~.~!1 . FILE NO...6.3.=.6..9::.$3..$.. Whereas..Ha.r.r.y G.~M.c.1?;r;L.g~late of ~.~~.~::..~~:r:::~:v.P...~. in the County of Washington Commonwealth of Pennsylvania.having died on J -69thelQthdayof~y 19 seized and possessed of an estate subject to Inheritance Tax under the laws of the Commor.wealth of Pennsylvania; Therefore.I,W.~.R~G.h9JW.y ,an appraiser duly appointed according to law. having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fbc 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 Description of Asset Values Made for Inheritance Tax Purpoles $ REALTY: See Cony of Schedule "A"attached to apprais ement 20,000 00 PERSONALTY: See COpy of Schedule "B"attached to appraiseIIlBI1t 109,907 65 I JT.HELD: SP.P.~()nv of Schedule liE"attached to appraisement 1,15e 32 I .. Total 131,063 97 form~;v~fhbJ:~::~:,wonla/;1i~w:~a~:re~~~~:;ove§7':de~~ AppratBer ~...7·....~..........·....·.........................................(ber and Street) A'.AI...................·..·d·_·"(p~~i''oiii~~'i".........."......Penna. .....WAs..tJ:r::N.G'l:'9N County ; RESIDENT INHERITANCE TAX APPRAISEMENT Estate of HARRY G.McBRIDE Deceased. Late of N.STRABANE TWP. Date of Death ....July 10,1969J . Appraisement Docket Vol.,.37.. Page,24~4 No 63=:::6.9~.S3.8.. Filed in Register's Office,....•J)J,;Ly...+.Q.,....197.Q... Amount of tax due,?J .. DEPARIMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut A ppra.isement, Appeal f,.om Appraisement,.. Entered and charged,. ." ,~ J lJn tbt (@rpQuns'Qlnnrt of lIusQtngtnn <trnnnty IN THE MATTER OF THE AUDIT OF ACCOUNT In re Estate of )~~~~.~~~.,~~.~~I..~.~No..23.~f?9.~.~3.~4:l?~9.~~..Term[19 7.9 [AA :ij.e.l.e.n...S.•...:r1.c.~r.~d..~~...~.:r.x.•...................................................................~~.~Qg.9-J!:.,...~~11.~~.t..J...Q.~~~...P.ay ~ Date of death tl1J.:L.y..J~1.9.9.9.Date of filing Invent.xy Appraisement tl.1J.It!L.1Q.,1.9.1.Q .. ~K TO THE AUDITING JUDGE: Enter my appearance for Personal Property Tax Due Washington County,viz: IT E M Valuation 1970 39 sh St.Oil of Cel if @ 51.125 1993.88 70 sh Storer Broadcasting Co.@ 29.625 2073.75 18 sh Pacific Petroleum @ 24.125 434.25 §noo R.C.A.Conv.deb.@ 76.00 76.00 Mtg -Ryan Homes Inc.(1/7th int)51.151.51151.00 1969 , @ 72.12c;1226.1317shSt.Oil of Calif 70 sh Storer Broadcastin~Co.~60 ..62c;h.2h.~.7" 19~8 17 sh st.Oil of Calif.@ 62.75 1066.75 70 sh Storer Broadcasting Co.@ h7.~7c;~~16.2" 1967 17 sh St.Oil of Calif.@ 60.125 1022.13 , . Year Inventory Assessment Valuation 12%Assessment Tax at I 10%Collection 6%Interest Total ClaimAppraisementReturnedPenalty4MillsPenalty 19 70 55725 None 55725 ---222.90 22.29 --2Li.5.19 19 69 5470 None 5470 .21.88 2.19 1.65 25.72--- 19 68 4385 None 4385 17.c;L..1.71.L 2.43 21.71--- 19 67 1020 None 1020 h..08 .L..1 .78 5.27--- 19 19 TOTAL CLAIM 297.89 Corrected Praecipe The foregoing is a statement of all items taxable a~they appear in the Inventory Appraisement[Affi- davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate. ......p.eQ.....3 ...day of....tc.or.r.e.ct.e.d..L .....19...7.0.....A.V.CAPANO,Solicitor --------" ~ I No..93~.6.9.~.8,3B.....4th..qirPrm,19..10.....,AA ;::'!',:';"\I J L.i.f••"I', 9 7I [1 AY !9 P;,.,J !I In re Audit of Account in Estate of I f~USSE L.I...;-~,'t nt N() rVE (\i ~T E-"",_."f .',McBR IDE HIIRRY G1\vl:-':'I •h Ur ',,ILl:.:::r --,~...... <'WASHIN\iTON CO ..,Pl\. AUDIT 'rarripr fur j\ppraranrr~ FOR WASHINGTON COUNTY PERSONAL PROPERTY TAX 'A.v.CAPAN<:>, ,.Solicitor ""'9 J n.glol.,01 Will••Ag••t O""'CIO,.TN" ,,«QI8TIR 0"WI\.\.8 AND Pl9J1~~~~~~(~,.u"oo"",ow,."•~..,.-:(~~~~Ti=~TA1-'1i (,1HE LVM 0,...,, ~1~\tZ>l5ctl.Of'M .- 01"WASHINGTON.COUNTY .-III EO ,•...•.."'j~o."':':~~1WvTH 1\I..,)L .'t ~fI")Wft ~O-/...,_....... ~:;:TE j~/f!ARRY G,'Mc'RHTDE --LATIE OL",-ol.,;Nl.llo"'lrut<.!oho!....l=Su.t....r.lila""'b~a~n~e~T"-lo~wu...=.in!>l=s~h;!;,:!;i;,top:".,_ OAT[0"FI\.1NO A"PRAIIllMIENT June 10,1970 O'TII 0,.orATH __J;:;..::::u.:.lyJ....,;,1:.;O;:'O.L.-.,;1:.;9:.;6::..9:::.-_ DATI!NO.0" v..,uc..~"NAMI OF ..AVII R["'ARKa A"OUNT 1 9 6 9 July 17 Russell Marino Re2'ister Letters and Short Certificate 15 50 July 23 Washine:ton County Reports !Advertising Letters 14 00 Russell Marino Re2"ister Aup'.'11 f 9 70' June 10 I...T Puh liRhin P'&Printinp'Co.lAdvertisin2'Letters iFilmg Inventory and Appraisemen1 and balance on Letters 12 50 ·20 00 IR11!=:~P.ll Marino Re2'ister 18 Short Certificates 18 00 Marv Jane Smith IAffidavits .22 5·0 Peacock Keller.Yohe &Day Accountant I s Attorneys 8.128 11 1 ~6 9 Julv 28 Russell Marino..Register Oak Sprin2'CemeterY Co. Filing Account Diggin2'Grave 17 00 90 00 Jean Comer 35 00 AU2".18 170 .hn 12 1 9 6 9 Jlllv 2R Kurtz Monument Co. Qno<:>lrrn::ln Funeral Home Grano Window Cleaners Letterin2'on Marker Funeral Account 10 00 ~17!)00 5 50 July 28 Valley Brook Country Club Account 321 10 Julv 2R lAccount 145 14 Julv 28 Millers !Account 47 45 Don Robinson !Account 15 00 Bell Telephone Company Account 126 72 :CommercIal Bank &TrustComnanv Note and Interest A11a' AU2". 1 1 I Hardv &Rankinwesternr'ennsylvama l'\1atlOnal Hank Tom Brown Account Mortrr<:>rro !Account 1L1.ALI. l~AlL!.(\1; Kallfmanns ~ccount ~')Q(\ Josenh Horne Comnanv Account Equitable Gas Company Account n 7~ ((;-,on next na2"e)Balance Carried Forward 3L 684 93 COMMONWtAL.TH OF PENNSYLVANIA } COUNTY OF WASHINGTON ee:McBride~Deceased~ I,.Ralph W.Peacock,Attorney for the Es:ate of Harry G.I HVUJ:DV CERT';",THAT.TO THI BUT orr MY KNOWLfOGIt AND 8ELIE",THI I'ORltaOING ••A .IUIlT AND TRU II:erATIIMI:NT 0,.DiST.,P'UNIl:RAL EXPENSES AND EXPEN.es 0" ACMlNlaTRATION SUDMlnEO TO THI:ErrATI:0,.~-u:IDE ~.orceltD.Ae CEDUCTIONa ~Olt INHERITANCE TAX ·PURPOs.e,~/'~....?'/,/?I ~ ../VI~~,~.•., eWORN AND eU.eCIIlarD 8.1'0111:Mil THle 17th DAV Of".. .204 y.,·,Jt..xe: .Mary Jane Smith,Notary Public I .Washington,Washington County,Pa.I' My Comm.isslon Expires , February 28,1973i ----'-----------~-----------------------------~ ..~)./ STATEMENT OF DEBTS AND DEDUCTIONS (Continued) ESTATE OF HARRY G.McBRIDE 1 9 6 9 Balance brought forward $31,684.93 West Penn Power Company Account 53.97 W.H.Kittrell,M.D.Account 6.00 Coll Tire Distributors Account 8.48 Blocks Account 21.50 Otto Suburban Milk Co..Account 17.54 Tomsic Olds-Cadillac Account 26.13 Aug.22 Citizens Water Company Account 45.65 William Donaldson,DBS Account 12.00 Nov.6 Western Pa.Nat'l.Bank Safe Deposit Box 12.50 Internal Revenue Service Income Tax 1969 632.41 Internal Revenue Service State Income Tax 88.37 Chartiers Masonic Hall Assn.Balance pledge indebtedness 300.00 Aug.7 Malcolm A.Morgan County Tax 172.17 Aug.7 Joseph A.Kern Road Tax 86.09 Aug.7 Joseph A.Kern School Tax 562.42 Township of North Strabane Sewer 35.29 TOTAL $33,765.45 '. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBU~G 17127 March 4;1971 Mr.Alfred Tosi,Chief Appraiser Inheritance Tax Division 244 Washington Trust Building Washington,Pennsylvania 15301 Re:Estate of Harry G.McBride File No.63-69-838 County of Washington Date of Death:7/10/69 Dear Mr.Tosi= We have your letter of February 25,1971,requesting permission to delete a certain item ~f stock erroneously reported and appraised in the appraisement of July 10,1970,in the above estate. From the results of your investigation,you have verified that the stock in question was owned jointly by the decedent and his surviving wife,hence,pursuant to Section 311 of the Statute, this asset is exempt from inheritan':::e tax. Accordingly,you are hereb)r ~uthorized to correct your records and~we will adjust our files to reflect the reduction of said asset. Item 15 on Schedule B listed as "100 shares -Avco Manufacturing Corp. at 25 13/16"totalling $2,581.25,"ill be deleted,thus,reducing the total amount shown for personal prcperty from $109,907.65 to $107,326.40, with a similar reduction changing the total gross assets from $131,063.97 to now read $128,482.72. ~i1.~:J!l 0n ,. Herbert A.Brinkle;,~~~ Inheritance Tax Division FOR:WILLIAM S.BRANDAMORE,DIRECTOR BUREAU OF COUNTY COLLECTIONS HAB/ns c.c.Mr.Russell Marino,Register of Wills c.c.Ralph W.Peacock,Esquire j ., " ".' •l .- .0 ' ,, .,." ,.. ".'1, ~' ., -.. " ~'.. ,.~f".,., ;.,,. ., " ..-~., -,".. ..." .',1.•I",• ..' ,;...l'..'.-~ ... f,• ,iI , ,,<. .',t -I'~.".'.." ,-'\- ,.r • ,.\ " ~.. ,l'F ~';...'",. ~.' ,..,~','l:.t.-.-'~~~'. ,,-" ,,, «,'. ',",~t~~: " .\.';:. .'.,..". "..~ ,.,,",.........~.. J..,.... ,06.. .,: lo \,.!...,.•.':....... ,,':.,, 0 <• '. '.,' I'_..~.~ ...~,'~ .., ", ...'~.""'\~...~-~ o , ,.l ~'. ,t ... ......-t:t.,. ,<Ij.' •;t..~.• ~i ,..1<'• ....f!~ .. ~f -.~ ,•~••"",J-,•'..::...~....','<i '"'.~......,.t.l ..'....•..~.Il,.• '.HERBERT A.'!BRINKLEY,.,TAX 'EXAMINER:':"'~>. :'INHERITANCE TAX.DIVISION """"~.."': COMMONWEALTH OF PENNSYLVANIA " DEPARTMENT'OF REVENUE : . " BUREAU OF,COUNTY 'COLLECTIONS ,::.'....r .. FINANC,E-,BUILDING ""HARRIS~URG,PENNS~LV~N~A 17127 ...t ",i • 0 • ., .'t:o... ,, -. .. 4-.... . .~\ ,. '....""to ,'0. '.. RE:,'E,state of.Harry'G';v'Me'Bride"':'Latoof Washington County "J.,File'No.,63...~9-838'.. "Date of Death :7"!"10...69. ,'~~'.~Lt:>:~o:}',i;; .,.'•.1 .' <0 ,\ ,, ., ,' J _'.. '. _.'',~I • I ",.,. ~_."'-""~.'~"4'" ".., ., .~..~ •':,~f " f '.. ,.' ;~...'.J',',,J'l,' ~ear }.ft".'Bril:tk1ey':, .,, ~,... '.. ,JC;, \....-'~_.."'"11' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE.. BUREAU OF COUNTY ':OLLECTIONS HARRISBU~G 17127 February 22,1971 Mr.Alfred Tosi,Acting Chief Appraiser Inheritance Tax Division Room 244,Washington Trust Building S.E.Cor.East Beau &Main Street Washing~Qn,Pennsylvania 15301 Re:Estate of Harry G.McBride File No.63-69-0838 County of Washington Dear Mr.Tosi: We enclose a copy of a letter dated February 5,1971,directed to this office by Ralph W.Peacock,Esquire,advising us that 100 shares of Avco Manufacturing Company stock were erroneously included in the in- ventory when the assets were reported in the above estate.Attorney Peacock is requesting that we amend tie appraisement of July 10,1970, by deleting the foregoing asset listei on Schedule B under item 15,in the sum of $2581.25,because this sto~k was held as tenants by the en- tireties by the decedent and his surviving wife,Helen S.McBride. Please investigate this matter and,if in order,submit a request for necessary corrections.This case will be held in abeyance awaiting your reply. For:William S.Brandamore,Director Bureau of County Collections HAB/ns Encl. ,.'..~ RALPH W.PEACOCK CHARLES C.KELLER DAVIS G.YOHE REED B.DAY KENT C.PUTNAM ROGER J.ECKER LAW OFFICES PEACOCK,KE;LLER,YOHE 8.DAY •EAST BEAU S,UILDING 68-70 EAST BEAU STREET WASHINGTON,PA.15301 AREA CODE 412 222-4520 February 5,1971 " Joseph F.,Shamay,Chief Commonwealth of Pennsylvania Department of Revenue Bureau of County Collections Inheritance Tax DivisIon Finance BUilding Harrisburg,Pa.17127 In Re:Estate of Harry G.McBride Dear Mr.Shamay: On the Inventory and Appraisement in the above entitled estate,there was an error made )f 100 shares of Avco Manufacturing Company.This stock was held as tenants by the entireties by Harry G.McBride and Helen S.McBride,his wife,and should never have been included in the Inventory and Appraisement and how the error happened to be made we do not know.In the Audit of the estate, we have claimed credit for that it~m as not being taxable.We were instructed by the local office that they did not have the authority to grant the request when the error was ours but to write to you in order that this error might be corrected. RWP:dad L-_ Very truly yours, Q~~\l\) Ralph W.Peacock -I). '\/QQ (()c~c) ~ctQCI