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HomeMy WebLinkAboutOC1969-0839 - ESTATE OF BALDWIN______~~~_~T·~.,__~-------" PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J Estate of ~;Q.~J.i,QR:N..~.MJ~W;.I;NJ...~I.15:/~.._..__ .....................~P.WA..~.•...JM.J:.P_W.l~.I _ _.. Deceased N 63-69-8390.._..........•.........................___._. Fiduciary RQln~R:r..J~S...»A:wW.l~.2 . ..........................e.:K~.~.t,J,.~9.r __. Date Election Place of; Filed Record __. Date of Date of Decedent's death .J)J.lY-..n2 19.~9.'","",Grant of Letters..}~~Y..).§.~..J~.~.~-.-.. This is the Fi.r.e.t a.J;l<;l...F.ifi~l 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}Neither not applicable Name of surviving spouse NQ..liP-QM~~..~MX'Y.:i.Y.~g __:..~_ ___.___ . List issue,where material: ,' Did decedent marry after execution of will?{indicate}XXx.No.Any children born after execution of will?(indicate) ~.No.If answer yes,nome them __.. ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••.••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••1•••••••••..•••_••••••••••_._._•. Leg.atees ROBERT JAMES BALDWIN PAMELA ANN HALL,now PAMELA ANN STRICKLAND PAULA JEAN HALL ".t·•~( Relationship Son Granddaughter Granddaughter .1 Interest 1/2 residue 1/4 residue 1/4 residue Fiduciary,if deceased or not sui juris " List,if exceptions to above: If partial intestacy,give facts: Adeemed:Revoked: NONE .., .j NONE Lapsed:Abated:Give Couse: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.x& If any exception give couse:. File copy of Notice '. and dote of maiIing NQv.emhel:.,l->..l9..7.l•.RY..fl.9.1=J~.~~~~~~p.y...~~..~~~~~~.~_ . Is estate subject to the filing of a Federal Estate Tax Return?~<?. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~?J.?!.9.?. If the Will makes any portion of estate subject to a life-estate,give name and birth date 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. NON E _/ 'VI..... lIv o V~y 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: The Will names a Trustee to retain property until the grandchildren arrive at the age of twenty-one years.Both grandchildren are now twenty-one years of age and there would,there- fore,seem no reason for a trust. Balance for distribution per account, Itemize any additional debits'not shown by account: Total ~dditional debits (Add) Itemize~anyadditio~al credits not shown by account: 1 Short Certificate ~i $1.00 Filing Account 18.00 Notary (1 IJ ~"#:3.00 /~/IA "'.rtcfh'fA ~I ~/6'1 7I to s'--FT~;lr~Jditional credits (Subtract)I.. $__JiJ9~. $:...22.•86 ...._-----.~_.- $§~.~~f.·.J~. ...:. Balance for distribution $"-;=~8~:~G7;·"···'" If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or dvstribution Value); CAS H ~~~./L"-. ( If Family Exemption claimed by Petition,give place of Record:JiQP...e...c.l.a.ime.d . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:_ _ . List any advancement or distribution on account that has been made,and nature and amount of same: PAMELA ANN STRICKLAND $1500.00. 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: : ROBERT JAMES BALDWIN PAMELA ANN HALL,now PAMELA ANN STRICKlAND PAULA JEAN HALL COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. 1/2 residue 1/4 residue 1/4 residue The above named Fiduciary or representative thereof, being duly ~~~~~doth depose and say that the facts set forth in the foregoing petition are true to the best oL._h;i&knowledge and belief. ····Swo-r-n."to and subscribed before\\\\\.~o''.,,\..-:hv 11.,- me JR1~';{!<dQY;.,0f-~.9y.~J!1.~.~.J;_(}19...?ts;~~ot~re of Offker__,,"~_-:/.w/~M&J __ Tl'tle of Offlcer _. -.- . ."EDITH D. Off: "IVa8hl ~our,...._Ice explres--.....•~'M Jl-,.Wa81iIi-.•....,..,'.~.,Io . ,i,..'Y Commission E RlIto.Count,~ </"lCpIres Mar 28'..-.,7878 And your petitioner will ever pray,etc. P f)/I ~ ........__/.. James Baldwin) ...................................................................................................................................................................~.. ~-, ,f'-f'''~.-[!li'"j)~"''''_L.•"r.."~ RUSSELL 1,;,;\P.INO REGISTEF{OF WILLS WASHINGTON CO.,PA. '- I II l ";1, ~ No..._..63~69~8J9 __. .._.__._._.._, Estate of...~P.NA__HQRN__~A..:{.P.W_lP.l.t_.~l~l~.._._.. ••••••••••••••••••~.~••~_!•••~~~~;t;~!. . Deceased Fiduciary...:B..Q»ERT_.J"AMe.~ll~WIN~_._._ Executor PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No,9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 3.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. 1O.Copy of FederaI Estate Tax return if es- tate is subject thereto. ....._._J~§..~_~..P.9~~_~_~_9.~_..__. , Attorney ~2 ~7Z 'Akl')f'J 1\L D fdl II 39 .'"""'\ \''"".,~.......... ;:.\.....:~-,..*..."-....-.3..-"\~..~. .........>, .;;.I~,~......,rf]t "~_ ~'-~~....~!I,'•"".~r o~-.'~"s ~~.,lU... d7';.4't "'..rn~.)~'.. ~~~~~C"t~~".,..~""~-:~ 'n t:q ~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF EdNA HORN BAWWIN,a/k/a Dt'cea~;cd. ) NO.63-69-839 ( WASHINGTON,PENNA.,NOVEMBER 1,1971 ) ( NOT ICE ',. NOTICE i~hereby given that the Accountant,whose name appears below, nas tilul his First and Final Account,a copy of which is enclosed,to the above numher;that ~;aid Account wi 11 be presented to the Orphans I Court Division of the COJrt of Cummon PIcas of Washington County,Pennsylvania for confirmation on Novc~ bl'l":~~Ltl,1971,and will be audited by the Court the week commencing MONDAy,DECEMBER U,1971, Y"u may appear if you so desire,but 'it will not be necessary for you to do so,un1cJs you want to take exception to the above Account,or to any claim which has bel'n prescnted,or to present a claim of your own" ROBERT JAMES BALDWIN, Executor JAHJ·."'~.lJONAWSON blL~....:1.'lin/>tol1 Trust Bldg. '"'a,,hini~ton,Pl'nna.1.~)301 Attorney ."'..,.......,......, lI""'"'~..~-" .----.----------------------------------------...---------........,9 J ..,:::,,.- <!InmmnuUtta:1t4 nf ,rUUSYIuaUia.}.6.6.mWl~ington mountg, KNOW ALL MEN BY THESE PRESENTS:~lhereas,at Washington,III the County aforesaid on the 1'8th day of J u 1 y 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 Wash ngton,in the Commonwealth of Pennsylvania, the last Will and Testament of EDNA HORN BALDWIN!also known as EDNA C.BALDWIN, late of City of Washington,in the County aforesaid,deceased, (a true copy whereof is to these presents annexed).,wa3 duly admitted to probate;and ROBERT JAMES BALDWIN the Executor III said Will and Testament named,haviClg appeared before me and taken and subscribed the oath of office prescribed by law; Russell MarinoNOW,THEREFORE,I, grant these LETTERS TESTAMENTARY,unto the said ,Register as aforesaid,do ROBERT J AM E S BALDWIN committing unto him the a:lministration 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 tf-e Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true account of said admi~istration at the expiration of six months from the date hereof,and to regard and :omply 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 e i g h tee nth day of J u I Y in the year of our Lord one thousand nine hundred and six i n e. ,\ ..2 •• l"=t, ....... 11lrttrr.a wrstumruturl1 ESTATE OF EDNA HORN BALDWIN aka ·······EDNA"···C·~··_··BA:LDWIN·;·························. DEeEASED •.........•................._ __. ~2 , "".\.\ '\ ! I I IJ~ST HILL AND TESTAJviEliIT-....,..~._-......,-~...._._---,.-----...._.--_._~_. '. I,EDNA H9RH_~AI.DWI~~;also known as Jgbf~U~&PlY1N,of the City of Washington, I~a.shington County,Pennsylvanie,do make and :;mblish the f'ollowi.ng as a.nd for my Last I > ill and Testament,hereby revoking all for;ne~Wills by me at any time heretofore made: FIEST..;.I direct that my funeral 8:.h-pSnSes and the expenses of my last illness e paid as soon as possible after my decease• .SEgo@l All the rest and residue of m:r estate,real,personal and mixed,I ive,devise and bequeath one-half thereof to my son~ROBERT JM,lliS BALDWIN,and the +her one-hall'thereof to my grandchildren,PAMELA ANN HALL end PAULA JEAN HALL,share apd share alike..As rrry said gl"arJdchUdre!l E',re both minol"S,I direct that wlw.t I have g~ven to my said grar..dchildren be paid to t,he Peoples Firat National Bank and TrustI :c~mpany of Pittsburgh,which bus an office in the City of Washington$to hold in trustII•. for said grnndchildI"€:n until they each f..rrive 3.t the a~e of Twent,~""one year's..Should either of my said grandchildren die before arriving at.the age of Twenty-one yeers without leaving lawful issue the sr~re of the said grandchild so dying shall go to the suxvivo1";and iI).the event that both of my said grandchildren should die before arriving at the age of Twenty-one years without leaving lawful issue,then the share which r ha,.·e given to them sha.ll go to my son»ROBERT :AMES BAlDWIN. , AND ):..ASTL~,I do hereby appoint my son"ROBERT JAMES BALDWIN,Executor of this my Last Will and Testament. IN WITNESS WHEREOF$I have hereunto set my hand and seal this 16th day of Apri.1, 1954. Signed,sealed,published and declared b;r the above named Testatrix"as and for her Last Will and Testament,in the presence of us"who,at her request and in her presence and in the presence of each other,have hereunto subscribed ·our names as witnesses thereto._~--:y (~~..,::;,.=-(/It JtKJ1 J ~L PIl.filA))~/•\."..V I >i 7\ J Affi~auit OOf 1fxerutnr OOr A~minilitratnr OHIO @ltatr of ~I~(ss: (ltounty of ~~ Personally before me,the undersigned authority,a "Ngj;al:y.r.yp..l.:ft.~..in and for said County and State,appeared Roh.eJ:.t...J.ameJ?Baldlilin who,being duly sworn according to law,deposes and says that he is the executor~of the estate of EDNA HORN BAmWlN a.&J.~EP..:ttA C Jl~J:P.W.~J~.t 6eceased,that thl:fnigW8ucgitDWi§?n~}W}ia complete inventory and appraisement of the real and personal estate of....PiDNA G.~BAH>W~N , deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules He determined and stated by the undersigned to d.A-be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each ~t...AJ 'i item made by the above named Executor ~~t::~~"":'dJ.~~:~.:~~~;.~::;~~:this....<6E.""'"l.~".'"..."'""."""""."'E~~;;t~;~ .·..··..·....~·..·£~.......ll&;.7·......·........)Ytf;t ~.~?-/9-?SADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty :lays 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 $50,000,in- cluding Copy of Will and copy of Federal Estate T8l:Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.$.2,72 P.S.4844.2 lIuututnry aull1\ppraisrwrut of the goods and chattels,rights and credits 'whichEDNAHORNBALDWIN,a/k/a were of ·..·..··EDNA..C.~.BA.lDItl.llil Jate :7f th~CJ,.1;.Y.Qf W.~I?h!J},g~QJ},. Washington County,Pa.,taken and made in conformity uith the above affidavit. DOLLARS CENTSi=====D~A~TE~.bO~F~D~~~TH~.~:~J~u~1y.ldl~1~th~,!dl~96~9==============tF====;========1 PERSONAL PROPERTY 1 -$500.00 u.S.Savings Bond,Series "E",dated 7-16-62 491 1 -$25.00 U.S.Savings Bond,Series "E",date.d 10-1942 43 Checking Account -First National Bank of Washi~gton,Fa.-Balance 237 II $,772 REAL ESTATE 2 lots of ground situate in the Fifth Ward of the City of Washington,known as Lots Nos.33 and 34 in the Clark &Campbell Land Company Plan,of record in Plan Book 2,page 5 (See D.B.873, 00 74 46 20 p.623)8,000 00 T 0 ~A L ---------- .I/ Jt/h 1 ~3 -&y -?2 J Inventory and Appraisement IN THE ESTATE OF EDNA HORN BALDWIN,a/k/a EDNA C.BAIDWIN Filed ,19.2.9.. .-,;,.(J?u'")u:> 1\ :::::;I CJ IT);;':;i-:-j ~c:c C)(i-u)~,fj)(/')~~I .....r:-.6;- ~3:m:t>:::-.,~ ~;;:o z 0r-:.t-'::.0 lD<f).. Nen ..... '. -.' ,.j The First and Final Account of ROBERT JAMES BALDWIN.Executor of the Last Will and Testament of EDNA HORN BALDWIN,also,known as EDNA C.BALDWIN,Deceased,late of the City of Washington,Washington County,Pennsylvania. The Accountant is charged as follows: PRINCIPAL PERSONALTY To Amount of Inventory &Appraisement Tr~nsferred from Principal Realty INCOME PERSONALTY NONE PRINCIPAL REALTY To Amount of Inventory &Appraisement Gain on Sale of Realty •SCHEDULE "Bu INCOME REALTY $772.20 7,870.13 $8,000.00 550.13 <,,\.,f' "..'. ,}~, "~',', NON E '.' \''"\\,.~.~,~'\,I·'f .-4 4.'t,"~,~..\,;\'\~..'..'1..".,~,,-;~""'\.",'!.r" TOTAL CHARGES ---------------------$17,192.46 ,I ' The Accountant claims credit as follows: • •'.'..•.•,J ,.PRINCIPAL PERSONALTY Ad~inistrative Expenses;Pr~ferred Debts,and Other Debts &Taxe~·;.:as j~et"forth.'in SCHEDULE "A"$2,500.01 •""',•.,l' PRINCIPAL REALTY Expenses in Sale of Realty'·SCHEDULE "B" Transferred to Principal Personalty -.SCHEDULE "B" 680.00 :7,,870.13 TOtAL CREDITS ---------------------$11,050.14 BALANCE FOR DISTRIBUTION ---..-----------------------,------------------$6,142.32 S C H E D U L E nAil ADMINISTRATIVE EXPENSES: 7-9-70 Wash.County Reports Advertising-Letters 7-9-70 Observer Publishing Co.Advertising Letters 1-11-71 Edith L.Dague fiotary Postage &Copies 7-18-69 Russell ~rino,Register Letters Testamentary 11-12-69 Russell Marino,Register 2 Short Certificates 11-12-69 Gladys C.Marshall Affidavit 11-12-69 Edith L.Dague Notary l2~1-69 Russell,Marino,Register Filing Inventory &Balance on Letters James R.Donaldson Robert James Baldwin James R.Donaldson Russell Mariho,Register PREFERRED DEBTS: Costs Advanced: Executor's Commission Attorney's Fee Filing Account $12.00 2.00 1.00 1.00 7.00 14.00 14.00 ,1.00 1.33 $53.33 466.12 475.00 18.00 Burmeister Funeral Home Avon Lake,Ohio Ambulance William G.Neal Funeral Home Funeral,Vault;Opening Grave, Minister,Removal from,Avon,etc. Riggle &McMahon Professional Services OTHER DEBTS &~S: Citizens Water Company Final Bill Wash.-E.Wash.Jt.Authority Final Bill 20.00 1,188.00 60.00 10.80 8.28 6-8-70 City Treasurer 7-31-70 City Treasurer 7-31-70 County Treasurer 1970 City Tax 1970 School:Tax: "" I• I., ,..,~i ~ ~.~I J 73.50 93.64 33.34 T boT'A L -----------------$2,500.01 . t '" .,, ,. '.'\, ,"I ," l ,1 .:l ,...I -1"+ \.\~. -_.------------------ 1.....\-..~L'",jI"",t ;.~,..•~.\\\~..,'~I \. .\, "~il"j •.~I.....", .\' ,. '..\. ...', I'l"" S C H E D U-L E "B" SALE ~REAL ESTATE Selling Price Purchaser's Share ,of 1970 Taxes Inventory Value Gross Gain on Sale Expenses in Sale: George'L.Lenk Organization -Commission State Transfer Tax City Transfer Tax Total Sel~ing Price Tota~Expenses Cash Transferred to Principal Personalty $8,500.00 50.13 $8,550.13 8,000.00 $550.13 $510.00 85.00 85.00 $680.00 680.00 $7,870.13 .... ..,, \-,. '\~"-\, -~ ""I." f...",~..",.",;,;".'.\~.''t,.-,"', ... ',. ,' ,I '.,... -'1 :.~,~~t!,. " t ....i..•"~_..-.;.t'~~~'I :t!• / .j .,.,. ., Observer·Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION Sworn to and In compliance with the News,paper Advertising Act of 16 May,1929,P.L.1784,a,s amended. Commonwealth of Pennsylvania,County of Washington,SS:. Personally appeared before me,a Notary Public in and for said County and State,Ri.c.ba..r.d S..!IL..C.QW.~JL :.,who being duly s,worn according to law,deposes and says that he is the S.eCI.e.t.aX.y . of the Obsle-rver PUblishing Company,a Benns,ylvania corporation,and its agent in this behalf;that the said Company is,the owner and publil:lher of the Observer-Reporter,succ'essor to The Washington Observer,established Septembe'r 18,1871,and The Washington Reporter,established August 15, 1808,It daily newspaper of general cir'culation,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'1y for more than six months'prior to the publication of the notice' hereto attached;tha;t the printed notice or advertisement hereto attached is a ,copy of an official advertisement,'official notice,legal notice or legal advertisement,exactly as printed or published in the Ob£lerver-Rellorter in its regular editions on the following date or dates;. .......................................J.~~y.~.~..'-~.~~~.9:??~!.~?.g . that neithe'r tne affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the aHe,ga- tions'of this affidavit as to the time,PIE:characte,r .of publication are true.__.....'.'....:t'{/k:l!d.e~kV subscribed before me this...2.5...day of..J.~lY....197..97#"~:!~1(;~~ WASHINGTON,WASHINGTON COUrni MY COMMISSION EXPIHES MAY 6,1972 Washington County Reports 97B"'SeU'Ft'F"I'JRIfFI'\FS'fRm:::F= Wasbington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINCTON ) STATE OF PENNSYLVANIA (SS. 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,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in t'his behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication fOf Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: .......JJ.l.1.y..J..6.y•••23.,3.0.,1.9.].O.;. 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,pla~d aracter f the pu~ar~ 0.U L::./-JV .'~~'=".......u~·..~·~·......•..........~=....·....Edit;.. Sworn to and subscribed before me this ~ .}~t:>day Of.....:....J.~J.Y.::..,l;d..7..Q • ...~!••e ~ Notary Public KATHERINE C.NICHOLAS,Notary Public Wa3hingtlln,Washington (A).I Pa. My Commiss.ion Expires November 1,1973 ....'Estate Notices The Register of Wills has granted Jette-s, testamentary or of administration,in L"le following estates.Notice is hereby gi~n to all persons indebted thereto to m~e payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Adm:n- istrators or their Attorneys. • • • • • • • • • • • ••• • •• -, BALDWIN,EDNA HORN,a/k/a EDNA 'C.BALDWIN,Dec'd, Late of Washington,Washington'County,Penna. Executor:Robert James Baldwin,853 "Mansfield St.,Sheffield,Ohio 44054 Attorney:James R.Donaldson,614>IWashingtonTrustBldg.,Washington,IPenna.15301 --' ·1 STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,depose and say that the above account as stated is true and correct as b~verily believe. Sworn and.subscribed be,fore me this l'-~. day of __...~~~~.~.~~..----.....----....----------.19...l.l..... ·..~.~¥.tJi~······· :'fD'fH l.-.WllAlngto DAGue:Ii<,My COmm's It,'1V18hln;tonot·c"PI/bllcSonfOUntJCP'r.~f'Y,Pa'.!fro 2[;.1 • Washington County,5S:3 .:\. \~ '~. " ,.. '. ..~OC~~ (ROb#James Baldwin) I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of§ourt as evidence by proofs thereof filed to No.__jp.3~1.I..":':__..3.5....... Witness my hand and official seal thiS.c9::1.~........ day of ~--.------..--------.----191/....=R.~~~. Register of Wills .,-.... ! I -, '\v " • " " ~ ,.' "-·""1 I_~;.'.. " ...'"". 'J II Of' ., L..:.~'-~"~ \.)..~ \..~t"'''~ "",.'"'tnt·+1 ,, The Court is respectfu II y requested to determine proper distribution in this estate. r--·=~~~-:·--~~~:~-_~3_~~='~'-~~-'--~-_.~--------~~ J 11n tl1r®rpl1au5"Q!our1 of lIu.641ngton Q!OUtlty In the matter of the Audit of Account in Estate of EDNA HORN BALDWIN~a/k/a EDNA C.BALDWIN, Deceased. 63-69-839No.,, TO THE AUDITING JUDGE: Enter ~m~Y1--appearance for ..!:A~.-:~c~o~·u~n.."t'_"a~n±'t'"__ ~~D~e:::c:::e~m~b~e~r ,19-.ZL N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculatio:l of any interest claimed.Objections to an account as filed.shall be concisely stated in a.'separate paper. Council suggesting proper distribetion shall file a aeparate concise state- ment in that regard. _..__.-~----_-.:~~~-"-'---.--. ,. ";t:-.'";,~~ .~. -.,> ~12 JAH 26 M1 I'39 REGISTEf~OF WILLS WASHINGTON CO .•PA. J No.839 of 1969 "1"..... 'HEARING ON AUDIT !i .'' .'I •,:..,. ......... .', ,, ." f ~.• ......". " h,..~", EDNA,H?RN'BALPWrN,a/k~a Estate of EDNA,C.BALDWIN ,-,'.;':'.;., ..."....•..'" " :'IN'~E:' -:'~.Deceased.=-', ,..>Ct " .u .,..... "":'-.. " '~" ~~-':""--.(J.....:.-:.--........-----,-:.---------..:...:..-:..-,.;..----.......--''__-...::------~-_:_'_-......--,'_t,;!'- Tuesday"Dec~'mber 14,197i,'at.10:00 A.M."EST "' " f i • I - ,~~'v,iii • ,~'APPEARANCES:,',c . ...'-."",~, ~ .'~TIME: '" .~..~ ,The Honorabl~·P•.VINCENT MARINQ,Judge of the sai"d C'ourL ',' ',,',>',',, , JAMES R.DONALDSON;,Esquire,of Wa~hington, "r~pres~ntir;lg~h~~i\c'countant.,' . IPa.,,' 'attorn'ey is'''Jam~s R.Donaldson.',¥r.Donaldson? Nur"nber 839,Qf!969..~the estate Of)Edna H~rn •...II'".,".", ;, ..-".".' Bardwin.~deceased.The Executor isRob'~rt Ja~es Baldwin and the.~.~":.~. .'t~E C:OURT: dIIIII~'IIC•..-"1lI ~ "~,'!! Cl. ",J"I',, :'~! MR.DONALDSON:-If it please the Cou:rt.I.,have the necessary ,",,,'.~'.'",'..,the papers.ib,this estate.except that the d~bts a,~d ded~ctions foJ/Inheri- tance'Tax Dep~:rtIl1ent is not'with the p'ap~r,s'.Iwill furnisll thq.t to~ay ,'.:,,',.'."".'.'"'.',; to the Court.1 would like,to call the Court's ,attention to theportioE ,I.",-"-......i of the Wi:l Which'p~ovideda tru'st for}w~girls until the:,tim~~J:i~t thly arrived at th~age of 21.That is Pamela :Hall and Paula'Hall.I have' " ~~,..; ,t here·f~r th~'Court's perusal,birth certificates showing 'Paula Hall . 2 ". ,'.:.,~.,.~_..,,;,I ,• _"~'P.~,.._.• to have been born April17~'1947,~h~ich would make her 24;and the .. ",birth certificate of Paula Jean Hall;.born o.ct?ber 2~,1950,which makes her 21.An~Lwe -r.equest that their shares be awarded-directly "withou,t it going through'the trust., <I 2 <I>. '.>=If.•,oz·- Z II:0.., -Also,in the,A~dit Petition,throl;1,gh an over- .-. sight/we ,did:not'list as 8.'credit,pay~ent on account of Inheritan~e ( ",. ·Tax of $51,7:65.We want-to claim ,credit for that also."".'...~.,..' .,' this de~'ederit"s'e's tate? MR.PONALDSON: " ... ,." No unpaid debts. !;".. Are tHere any unpaid debts,Mr.Donaldson? ~s there anyone else in Court'interested in The audit of tllis account is'ordered closed. : (NO RESPONSE J " t:'~,...\ .' zo THE COURT:...\lI'z:r'1Il«~ ..:THE COURT:.U .iI-!!!Q .J,:!2 Q :l.., :J:5'THE,COURT: !.' .f/, uiD:'•IIII-D:oLIIID:-I- D::loU .J:!c2,·ILILo by the Cou rf. (".f\UDIT CLOSED) "~ .' " " '<r', " ,.\ " " .'~~;...'.' i;,'~....~~ 1 ....,'. ..' -, ,-t", ".' .. Jo.,f ,.c'...t , .f.~I~ " ", ,,''-,,, "",., ,'.~,',' ,..:"1 \" '.,.•~ J ".i'..',", " -"-'..~i b~r~bi.e~~Y~that:Uie]}foceedinus '~~d evtden¢e '.~e,cOnlatnedfUllynn~.~~'a~el1~~~t~;'~oies'S~~e;bY~Q '~~th~he~~~n9 -j of-t~sl;Qje ell.llll~~~d -~~th~.~O~ft$.ae*;e::t~~t~t'Of'the 8lW~' ..~'t ,"'....~'..<:•.~...'l,..~" .. ", " • /< &~ ~..~.. ..o¥ .' ,. .~., " ..~ .,'. !.I ~.,.'.."" ,'.,.~.<OC ., ..:.. " ,. " ,....~.;, '." ,.,~~~'f~1-'i :-;;......'.' r. ~~.~~. ".'Ito .... ,:, ., -\, .J .... -,~.,oIit.,,..,,Il*'''" ,' ,"'. :.~," ,', ;«Z'«>. >t:. ,lIlz.ZIII-II. io--;t; zr111'~-. '. " ,, \~.' Ii ~:. " '. ~,-..:~;~~:--... " ,".~,. ..':~.~-, t ..... \.",..'"" ",-/..' " " .-', ",. "fl"' ,.-.' " '" ,"-."." " ,- .'"~~, ,' ~'. <•.~.. •I " .'~.....~-",,-~. "-~: ,.'". ....... r " " ......... " ,'~'.~. "~.~":..-:,;,..........~",,.....' ,,' ..~~ ';,....... ..,- .~~.' ", ,<. " :'~.';.- 'tw. '.\. "'-...I ;"..' ""'1 " .:'t I, " ~~..... h ;1.' ..~.\ " ._~ '.~ l.1 ,~ "f.1....... .;.. I ".'l-'l -~..-~:-f ,. .. ~f)1 _~.7:~'1 .'.< f"-~~, :'~. ."~. ":·..·4··"......',,;,t' ;.e '.'.', ;.::;.,~.,",.., .l'.'"..~......~ (',,' ••".'-<.~ ;.,<~.;1,'~ .. ., J,'•'#-." )),.',..,......:.....~' .-..;;:'" ,~"' .,.-~~.tf~:'~,=,:~~.~::.~!~;.~.~~:~~.: .. 'Ot', .J ,\ j-.',.,., ',' .. " <' ., -t?·....... ~, ,.,~. " ,, ,. ...j,•... I """'-;'.;s' r;.J, " .-.,.~ """ ".".~_:~.:;~; ,'.'!i'~...'~..:~..; ,-.;t'. " '......".~:4 ...,-. ;.f,.~' ..~":;--:~'" ""~l,-,~. ...~~.~I.·~ ".,,!" f",/)'t, '. ...." _-t.~ ..~:,l.'"~,"', .."i .) ,...f .i , ..''.,.:.,':' -~., "i.o' ,', ..' '.'j' ,.'W"- ,..;' ",.. ".., :'~. .';'; .....,,1,.,_ ". "~: ".'.,.... ,It.'.L I,';' "... ,< ,.; .,-~,. ,':-;-t!-. .~. ',' ~" ",...." ..l "'.~'..", ,~.'-'... ,. , ".~ "I> ~- ..( .r ~.'.(..~J~.) ,..., .0;'... ~_....:." ....J'.. ,lt-~ i'.,,;.- 1 t·;- ;. -t, r i;~. ,I <,;., '. ~u t4e QInurt nf Qtnmmnu 'leas nf lIusl1iugtnu QInuuty. 'ruusylnauia.®rp4ans'QInurt Bittisinn ESTATE OF No.__6~3_-6-=-9.:....-_8-==.3..:-9 _ Edna Horn Baldwin a/k/a Edna C.Ba:1l;dw in._------- deceased In the matterofthe First and Final Account of Robert James Baldwin Executor $6,142.32 SCHEDULE OF DISTRIBUTION Balance per account _ ADJUDICATION AND DECREE .And n~w..Jan~ary . .ZG..,19 72,this matter came on f~r heari.ng, audit and distribution at thiS session and testimony taken;and thereupon,upon due consideration the~o~the balance for distribution in tthe hands of the Ac.countant.is deter~i,:ed to be $,002.67 and the account is accordingly confirmed;and It IS ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom se,c.leg. Additional credit asked at audit 539.6$ Balance _$5,602.67 Deduct Clerk's Costs &Receipt~s 1 Attorney_.......;..J-""s_m_e_s_R....;.._D_o_n_a1.;.;....-ds_o_n 1 Russell Marino,Agent,transfer inheritence tax,$35.67 Interest from 10/18/70 to 2/6/72 2.78 Robe:r.t·J~unes Baldwin,son,1/2 residue, Pamela Ann Hall now Pamela Ann Strickland, granddaughter,1/4 residue,credit to be taken by the accountant for funds advanced prior to distribution but not in excess of Paula Jean Hall,granddaughter,1/4 residue, 21.00 138$.80 1:}85.81 No balacrice· I ..,. No.--,,..-_ In':the matterof the'. --t "-"~...(t,.~'-,[ . c --,i",i .........'-',<.I;'" f ...........I:),.:. ...roo .r.I .~,.-.' •i $.L..l...,\-..<. '...1 '---. 1.;.• r Account of ..f 72~JFIr~:,r t l) r .;+" '-lUI II'39:. ,.: r--r ...........'. ,,'C r ..~-'--- Lo..-J.J .....c'•·~'l'_..,t,.,cR d s~,f.L L r.,:·;\~Ll ~iO hE GiS 1:£R.O(;,1i LL S WASHit~i:(;TON GO~,.pA~t.'.'.....-: " <. (, ~:.: '-t.~ ..t, l...-. .,) of Estate of ...... t< /" -' i\bjubirutinu uub mtrrt~".... \. " ,, ", .,-.,...'" I,.. .-. I.'....-.....-1 ..,.,-{1 :-:.-I r ~,'- '--, /' (' t -'-, r, t·· ~. -' , '::1 .......<.: oJ '-I ~.i<V'.'...I t..--~,--'-1cly~.\.~.~.-,..:~"..,.•I ....\.('0-;1 -.,.'.... £i~~~2 -~----~---------------------'II .,J Form RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF w.~~lI:.J N G :r....9.N . \ IMPORTANT:This return must be completed in detail end filed in duplie'ate,with will attached,with the' Register of Wills of the County wherede~edent'resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of _._the_Jnl).erit~nce_.~n~.E!;!t!lte·.Ta~A.ctof lQ!)l.) Esecutor and say S c--State 01 ~'OHIO } County of ~J.,P.MI.N...........................ss: ~~'~'~""""""""'"RQb.er.t J.am.e.s .Baldw.in ~.... 01 the estate of the above-named decedent teing duly sworn,depose S Decedent'died ........J.~~y.....H1:.h................~. (Month)(lIay)...~.......,19~.('~~;).....,{;eaVing a bst will,copy of which is hereto attached.J Name and address of attorney or} other authorized representative to. whom all correspondence should be mailed.'. ,.J~$R~I>.QfAA.1.P~QN........... 614Wal:;ht.IJ.gtQn ..TI:'qs.t...Blgg.,Wal:lh1ngtQn,:p~mna~.~~.15JQl Tha't as such ~~.~.~.~.;~E ,deponent is familiar with the affairs of said estate and the property con- (Ex'"""tor-Administrator) stituting the assets thereof and their fair market.value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's irdividual 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'IN WHICH DECEDENT RENTED A SAFE~DEPOSIT BOX Pittsbur h National Bank . ..THIS SAFE'DEPOSIT BOX RENTED IN NAME OR NAMES OF Mad:re H.Du RELATIONSHIP OF JOINT HOLDERS TO.DECEDENT That the contents of said'safe d\1lposi t box or boxes are itemized under Schedules of this return,with the exception of the following,for the reEsons hereinafter set forth: That Sc.hedule A attached l!ereto and made part hereof sets forth full v and in"detail all the real property in'the Commonwealth of PennsylV~iaof wh~ch decedent died haVing an interest therein.It 'also sets forth the mortgage enQumbrances 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 p~ovided therefore the assessed valuation of each of said parcels,the estimated market vallIe thereof as of date 0:'death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the,time of death,whether in ~ecedent'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 ~(crued interest thereon,if any,down to the last interest day prior.to decedent's death in the case of saJings banks,and to the date of decedent's death in all other cases;all bonds,pQstal 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 designat~d as tax free,of the United States,or an~state,or political subdivision thereof,or of any foreign country,'which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture~horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or na.ture,ler-t bydecedent,together With the fairly estimated market value thereof;:all bonds and mortga~es held by de::edent and of all claims due and owing decedent at the time of death,and all promissory not~s or other Lnstruments 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 su~h estimated fair market value be less than the face value,it sets forth briefly the reasons for such d~preciation'as to each item;all moneys payable to the estate from life insurance pOlict-fs carried by de~edent;all annuity ll,nd 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,ponds 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 .J value thereof at such time. " In the case of securities of close or family corporations,the values reported.are as far as possible'substantiated.by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as 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 true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature'and value of such property,to whom transferred,'the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the ca~e of transfers intended to take effect in possession or enjoyment at or after death,the~e is also at'tached to the schedule··a,cOllY 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,bythe Will,deed,or other instrument of another, with a copy of the i~strument crea~ing 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 l 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/i~the name of the decedent and others,plus the date and place of record of instruments effecting th~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 lmpaid at time of '\..death;taxes accrued chargeable for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. "C","E",and "F"as directed therein,· eu-~/5~·····I··~·································..···········_ - .(ExeCt£tor-.xDlX~ ....~2.~~~.!?.U.~1~'-~.~r..~.~~~_..-.. (Street Number) ...~~.~.~~~.:.~~~~:..~~~~.~~~:?.~. (City or Town'and State) That the totals of the appropriate columns in Schedules "A","B", . .....}.."L.Jhave b~n..car:ied forward and properly regis.te.red iJnthe Summary.~~:J...A/.".~~(-\.IV .'••;,4-,ot~.gtbscnbed and sworn to before me thIS .. llJ'~~............~I.....day of N9.y.~m.:b.~.1:.19..9.9... .................................~~.....~.. NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are •,ffilled 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. R,CC-34 (1:64) COMMONWEALTH OF PENNS'YLVANi'A De"PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT 0, SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy b)'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.,ar9 to be listed on Schedule "Fit and must not be deducted from this schedule. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3\ DePARTMENT VALUATION CAUTION (Do not write In this space) 2 lots of ground situate in the Fifth ~f the City of Washington.known as Lots NOS~~ ~the Clark &Campbell Land Company Plan,of~d in Plan Book 2,page 5 (See D.B.873,p.623) l3f'B-iitJ~iCJ~110& J;L"i~~ iJJ 1A4/t, . Insert thi s total opposi te "real property",Schedule 1IA"in the X X X X X liAs Reported"column on the last page of this return. $8,000.00 RCC-35 ~OMMONWEALTH OF PENNSYLVANIA 'TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDUlJE "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 cwned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible personEI property,titled in the name of the decedent,but payable at death to another or others,including but r:ot 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 listei first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds~treasury certificates,cash on hand and in bank,•stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust u~der the will or agreement of another,even though located outside of the State,at the time of death,srould be listed in this schedule. --...,.---,._-------------------.....,.----,~-----.....-------- I tern No. ITEM List and describe fully 1 -$500.00 U.S.Savings Bond,Series "Ell'" dated 7-16-62 1 -$25.00 u.S.Savings Bond,Series "E". dated 10-1942 UNIT VALUE ESTIMATED MARKET VALUE 491.00 43.74 DEPARTMENT VALUATION (Do not write in this space) Checking Account -First National Bank of Yash- ington,Pa.-Balance Insert this total opposite "Personal Property",Schedule "B"ir: the "As Reported"colunm on the last page of this return. x X 237.46 ~JA....V\)Trr- $772.20 Rcc-'36 (' rOmWN'\'E.\LTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX ~SSIDENT DECEDENT , -. SCEEDULE "c" Tr:ANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including.a spouse)in joint ownersh:p?(Answer yes or no)__D......O'--__ (3)If the answer to (1)or (2)above is in the Lffirmative state: (a)Age of ;decedent at time of transfE'r _ (b)State of decedent's health at time-of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his.death? (Answer yes or no)1\9 (a)Was there any possibility that the property transferred might return to transferer or his estate or be sUbject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?_ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or lmpliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or ~he right to income from the property transferred? (Answer yes or no)as (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or 10)no (6)If the answer to (5)(b)above is in the affirnative,state whether the right was reserved in decedentaloneorothers:--_ (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)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 de~ailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner 1n which provided in Schedules A,B,or E. ITEM DESCRIPTION NONE MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.NONE 'ReC-S8 (' COMMONWEALTH OP PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT • SC:IEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS:This schedule must disclose all pro"Jerty,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 I Unit Address and Relationship of Co-Owners,and Place Value of Record of Instrument,where Real Estate.! percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest $1,326.60 3 - 3 - $500.00 Series "E"Bonds,issued 12-14-6; in the names of Mrs.Edna H.Baldwin or ~@$442.20 $100.00 Series "E"Savings Bonds,issued , 12-14-64 in the names of Mrs.Edna H. Baldwin or Robert J.Baldwin @ $88.44 ~$265.32 663.30 132.66 First Federal Savings &Loan Association of Washington -Savings Account No. S3750,in the names of Edna H.Baldwin or Robert J.Baldwin ~Account opened 3-9-53 -Total in a;Count at date of death $5,025.25 2,512.63 ItrY;h1l VtJ'Ft-) Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return.$3,308.59 Lo==...-'-' Rc6-37 (12-63) COMMONWEALTH OFPENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEr:ULE "D" BENEF1CIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children cr DATE INTEREST OFStatefullnamesandaddressesofall-who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH ROBERT JAMES BAlDWIN Son Yes Le2:atee 853 Mansfield Street ... Sheffield Lake.Ohio 44054 '0.'_.. PAMELA ANN HALL,now PAMELA ANN STRICKLAND Granddaughter Yes Lee:atee 1591 Lane Ave.S-Ant.2 B1ackfrairs Jacksonvi He,Florida 32210 PAULA JEAN HALL Granddaughte=Legatee"\.,H,.C._ 1591 Lane Ave.S-Apt.11. Front - Jacksonville,Florida 32210 .. Deponent further says that all the above-named beneficiar~es are liVing at this time except below: NAME DATE OF DEATH RESIDENCE REPORT AND APPRAISAL Commonwealth of Pennsylvania :\IATTER OF THE APPRAISEMENT Late of ....t:l'le Ci,t:Y (J.f WCis.4:i.llg t ()Il J :>-~'". :t:::l~O~_~:0 (t l'-J.~:Q,3'-" •.5'N •0 (too~ ~.'":~. .(>..".~.~ ~~-0~~~ (Executor-Administrator must complete "As Reported"column #1.) C')~...,'"d =:c 0;0 0;ell ell0....ll'0;e:...'"l:S :::1 '"'"'"0~.....:::1 "'d...,ell e:...0; ll'~0;0'"x 't:lll'i '"d ellC'"0;0; ~0 .~'t:l ~fl)ellp.-o; '".....,..~'<ll'.,.. ell 0'l:'fl) t1M''< .~. en 'r c::~~II r (>-l'.......=:c:tn .-.....--....-...><:0 W en en:::r 0 0:..?"?"?".-n t:l5 ~:tz:I •=(;~ ~~-0 ~~~ :J-'~:00 '>.N':\.oJ...:..~-...b '":S'::w'CO'::0 :I :-...:0 =:c:c:>.:c»::N 0 ell-....:0:·»"0-:~'VI .:N:O 0 '-" 0 ""1:0 '9 ~(t:::.. '-" .~ •CI ..~.. ~. :'-.:1 •.~. to'.:)\..,J ;u r''''rr,?J c~c: l ,1 (J.J(....j-'') (')-ri --f(/)r'l,.~;eu'.-.. r r-- c::-#'-.'1 -.... I --»::z,.,.r-~' ~~:~=.;:I i ru U VJ l..-;) ,..-ll- l'\) OJ Ws,fjl'li,ngt()ll. P.-l THE ESTATE OF OF THE EDNA HORN BALDWIN,a/k/a ...E.PJAA...C~....M:u.>W:U~,.. Deceased County of ~t No..1'.:1/..Year ~..f . ~'" lL ""~ .~ RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COLNTY COLLECTIONS INHERITAt-CE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ROBERT JAMES BALm>JCIlN IN YOUR REPLY PLEA8E REP'.R TO J In Re:Estate of ~ED;;:;..l\;:,;..IA__.,;;H.;;...:.._::B;.:..A;;;;;L;.;;;D....;W_I,;.;,N _ ______....:.W.:.:.A.:.:.S..:.:H=I.:.:.NG..:...T:...O.:.:.:~~County -File No. Dear Mr.Baldwin: 63-70-3 You are hereby notified that the original appraisement in the estate of Edna H.Baldwin has been filed in the office of the Re~ister of Wills qf Washington County on January 8 ,191Q..Eaid appraisement reflects the following valuations: Real Estate _--'-....:E=-,:L.:O::..:O;:.;:O~.~O:..:::O~_ Personal Property ~~~7~7~2~.~2:..:::0~---- Jt.Held ~.....3u.·,~30:;.;:S::.:..4-59f--__ Total ...:i~'Q~'t.::O:.:=S:.::::O.:...7J-9.L--_ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ---o..J.;:,;;a;:.;:nuar,;:,;;;:;....Ye...-S;...,,:......;;1""'9..:.7...;.O _Signed M£.C'L~::1 ~~t<. Title W.R.CHANEY,CRIE PPRAISER DATE OF DEATH:IDUly 11,1969 Note:This is not a bill. :;; ,C C-39 (5-'68) "-" COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY C:S tate of BALDWIN, (Last Name) EDNA (First Name) H. (Initial) DATE OF DEATH_~7--=1=1---,6;....:..9_FILE NO.,~3 70 3~~y-3'3? REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Apprais ~r 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~1::...-~O~8-_7L::0::____:_-- 07-11-69 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 Sched"lle "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WI LLS VALUE AS REAPPRAISED $-------+---8,000 00 772 20 3,300-,y 12,080 79 VALUE AS APPRAISED $ 12 080 79 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $---------if---~ Tax on $CW Tax on $5% Thxoo$1~ Tax on $15% Exemptions * Total Estate I TOTAL TAX COMPUTAnON OF TAX $--------+--- $--------+--- $--------1--- $-------4--- $-------+--- $--------'--- (*)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 -----Ie $----AMOUNT OF ESTATE TAX ASSESSED $. Estate tax paid $I BALANCE DUE $L- Add interest at rate of 6%from t= ------lto-----$---------l TOTAL TAX BALANCE $-------4PAID$-1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computat:on 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 ..EPNA H.~E3A.LPw.r.N Deceased • Late of . County of .WAS HrNG'I'O~... WASHINGTON ,. Commonwealth of Pennsylvania REPORT AND APPRAISAL ( (," Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE .............................~.~.~~!........?~......~.??~...............<"'DEPARTMENT OF REVENUE ",v .J RESIDENT INHERITANCE TAX COUNTY Washington BUREAU 'OF COUNTY COLLECTIONS ...................................................................................,................ '"APPRAISEMENTHARRISBURG.PENNA.17127 FILE NO......................9.~..=7.9::::.~................................................. Whereas..............................~@.~...B..,.....J?;;;)"qw.;\,:!'L.................................................................late of ..................................J.!9.:~g~ng.~9..~......................................... in the County of ................................W.~.~ht.ngt.9..P.:....................................................................Commonwealth of Pennsylvania.having died on the .........................................l.l.,...t.b.....................................day of .........................~W:,y........................................19..~9......seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.................................................:w..,..B..,......0h~.)J"E?y..............................................,an appraiser duly appointed according to law. having been designated to make a fair and conscionable appraisement of the said estate.and to assess and fix the cash value of all annuities and life estates growing O:.It of said estate.hereby file the following appraisement: In the event that any future interest in this estate is transferr~d in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ REALTY: 2 lots of ground situate in the Fifth Wc:.rj of the Citv of WashinQ'ton.known as Lots Nos 33 am 34 in the Clark &Campbell Land Company Plan,o:~record in Plan Book 2,page 5.8,000 00 PERSONALTY:-- See cony of Schedule "BII attached to apprais ement 772 20 JT.HELD:---- See copy of Schedule liE"attached to apprais ement 3,308 59 , Total 12,080 79 fonn~;v:fhbl:e:~:I:;,~w<ll"lla1qrto~~:~:;o~e~~;~t~e5~;.~~~~~>~~ AppraIse ji;);I;r{:=d,.;..;).;~~~~. (Post OlBee) ........WASHlNGWN .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of EDNA H.BALDWIN Deceased. Late of WASHINGTON................................................................................. Date of Death,c!:tJ:~.y ~~.'-.~.9.~.9.. Appraisement Docket Vol., P No 6J 90 ....3......d'·..s..qage,.l>.$.~9'--4,':"'"/ Filed in Register's Office,;r.~p.lJ.?:r.Y..JL19.7.9.., Amount of tax due,$. DEPARTMENT OF REVENUE. Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal j,.om Appraisement, Entered and charged,, , ".. ( ~ .r .Fo:m Rcel OFFICE OF T~E REGISTER OF WILLS OF __W_A_S_H_I;....N_G_TO_N COUNTY AND AGENT OF THE COMMONWEALTH , .' STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN j THE SUM OF $1~/..?~~ DA'fC:::Ji~:X Reglsler of Wills,Age EDNA HORN BALDWIN,a/k/a ESTATE OF EDNA C.BALDWIN LA-E OF _--=t.:.::h,-=e~C:.:i~t:.ly:....::o::.::f:......lW.z.:a::.:s~h~~~·n~g=t.::::o.:.::n,--_ DATE OF FILING APPRAISEMENT DATIi OF DEATH -:::J..::u~1:.ty....;:.1:.::1:.J.l......:l::..:9~6::..:9::.__ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" ussell Marino Re~tister Il.oetters Testamentarv 12 00 Russell Marino,Register 2 Short Certificates 2 00 G1advs C.Marshall IAffidavit 1 00 Edith L.Dague Notary 1 00 Russell Marino.Register Wi1}n~Inventory &Balance 7 00oneters Wash.County Reports IAdvertising Letters 14 00 pbserver Publishing Co.IAdvertising Letters 14 00 Rdith L.Dague Notary 1 00 Postage &Copies 1 33 Robert James Baldwin lJi~ecutor's Commission 466 12 crames R.Donaldson Attorney's Fee 475 00 Russell Marino Register Filing Account 18 00 lRurmeister Funeral Home IAmbu1ance 20 00 1:.7;11;"'n>r.Np.<Il Fl1neral Home Funera1,Vau1t,~ening Grave,Minister,Remova from Avon,etc.1,188 00 Riggle &McMahon Professional Services 60 00 'citizens Water Co.Final Bill 10 80 ~ash.-E.Wash.Jt.-Authority :Fina1 Bill 8 28 George L.Lenk Organization .Commission 510 00 State Transfer Tax 85 00 "irv "'-~-_&:_-T.<IV ~<;nn ~---;AA ~~(u/1 V ~A49AA/~vi (:,t.()- TOT A L 2,979 53 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF W_A_S_H_I_N_G_TO_N S8: I,_____...Ju:A:a.LME~SL-JR~."'-"Dw:Ql.!.N.LlAQ,&.LDI!.!.t.lS~Q~N!.__H£REBY CERTIFY,THAT,TO THE BEaT OF DAY OP' MY KNOWLI!:DGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srA-EMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE EST"TE OF EDNA HORN BAU>WIN,a/kja INHERITANCE TAX PURPOSIZS.EDNA C.BAlDWIN SWORN AND SUBSCRIBED BEFORE ME THiS 14th _--.,..~/_~D;:;.:e=..:ceIQber 18-1.L~~X ~Q9 ..gj . .EDITH L.DAGUE,Nutary Public Washinutnn Washington County.Pat '.. M 26 1973MyCommissIOnExpiresar.•