HomeMy WebLinkAboutOC1969-0840 - ESTATE OF BIRCHPETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form '/
Estate of...MMl.X..~A.JU~~J:J.J ..~.I~.I.~..HR.S.•...J •...W•...BIRCH,
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No 6.9.-:0.8.40 .
Fiduciary J.QHN..RI1S.S.~LL ..BIRCH~.
..Ex,eJ;J.1tor .
Deceased
Date of Date ofJu1121969 July 18,1969Decedent's death y ..l•••••••••••••••••••••••••••••••••••••••••••••••Grant of Letters .
This is the F.il:at..and..Final.:AJ;~D1J.D..t.account filed in this estate
If there have been former accounts filed in this estate,list.file·number or'number.and 'term..":..:~.!.
.........____ ____..______ _ ___.1 _-_.
Election to take
Under or Against will.(cross out one)Neither
Date Election Place of;
Filed Record :.
Name of surviving spouse NQJ:).~.
List issue,where material:
Did decedent marry after execution of will?(indicate)nx.No.Any children born after execution of will?(indicate)
~No.If answer yes,name them .
Leg.atees
JOHN RUSSELL BIRCH
JAMES RANDOLPH::BIRCH
ELIZABETH SANDRA BIRCH,now
ELIZABETH SANDRA WHITE
Relationship
Son
Grandson
Granddaughter
Interest
Legatee
Legatee
Legatee
Fiduciary,if deceased or not sui juris
List,if exceptions to above:
If partial intestacy,give facts:
Adeemed:Revoked:
NON E
NON E
Lapsed:Abated:Give Cause:
Notice to interested parties.Have all parties,having either vested or.contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.SXX
If any exception give cause:.
File copy of Notice
and date of mailing F.ebr.uar.y...17.,19.7.1 .
Is estate subject to the filing of a Federal,Estate .Tax Return?_..~~.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $l~.14O'•.Q~L.:and $250AOO .
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".
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:
Item THIRD of the Will sets up a Trust
Balance for distribution per account,
Itemize any additional.debits not shown by a:count:
Total additional debits (Add)
Itemize any additional credits not shown by account:
•I,
$..l~.I}~.~.!J~_.
$~O _.
Notary
Total additional credits (Subtract)
Balance for distribution
$1.25
$J!.~?...................1.25
$15,535.09--'_-_-.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Agreement for sale of real estate,dated November 1,1970,with Raymond Grozdanovich as
purchaser,on which there is a balance due
on March 1,·1971 of.$9,639.60•.
If Family Exemption claimed by Petition,give place of Record:.
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:
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:
Balance to JOHN RUSSELL BIRCH,Trustee under the Will of Mary S.Birch,Deceased,
subject to the provisions of item THIRD of the Will.
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COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly ~~.Q.l;.Jl doth depose and say
that the facts set forth in the foregoing petition are true
And your petitioner will ever pray,etc.
to the best of .:t~i~L _knowledge and belief.
...............s..=».......................•o and subscdbed before 2 j).-p ,n ~
me thiS lt.:~.day of :.March "'..19..7.l..~~
Signature of Officer~/fz-:~~dJ.-:i;t:A~0..MJ..('r·>···············~JOhii··Rtis·s·eii·"BirC"ii~············.
T·'.I f Off'.:,-ED,rH L DAGUE No It •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••It e 0 Icer ;WaBbfnvtoJr..W,..Ll.!........ocIlllUll.•••~M •aSn ngton County p
. . -YCommissIon Expires Mar.26 •19~8Officeexplres,~,~..~~~..
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No...__.._Q_9..':'.a.49...._...._..~._
.;;Estate of_..JMJW__~_.~~R~!h __~!.lf:!.~..MS§_~_._.
.J.W.BIRCH,a /k /a MARY OLIVE BIRCH,
Deceased
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PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Executor
Attorney
JAMES R.DONALDSON
~2
Fiduciary.._...__J.QJJ~._KV§§~k~,B_l~C;:J!,,.
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service'of above.
5.Letters Testamentary or Administration
C.T.A.or on 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 ore from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return ifes-
tote is subject thereto.
III
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IN THE COURT OF COMMON PLEAS OF ~ASHINCTON COUNTY,PENNSYLVAlfIA
ORPHANS'COURT DIVISION
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ESTATE OF )
MARY S.BIRGH,a/k/a
MRS.J.W.BIRCH,a/k/a
MARY OLIVE BIRCH,
Deceased.
(
)
(
)
NO.69-840
Washington,Penna.,February 17,1971
NOT 1 C E
NOTICE is hereby given that the Accountant,whose name appears below,1".as
filed his First and Final Account,a copy of ,.,hich is enclosed,to the above number;
that said Account will be presented to the Orphans'Court Division of the Court of
Common Pleas of Washington County,Pennsylvania for confirmation on Monday,March ~st,.
1971,and will be audited by the Court the week commencing MONDAY,MARCH 15th,1971.
You may appear if you so desire,bu~it will not be necessary for you t~
do so,unless you want to take exception to the above Account,or to any claim which'
has been presented.or to present a claim of your own,
JOHN RUSSELL BIRCH
Executor
JAMES R.DONALDSON
614 Washington Trust Bldg.
Washington,Pennsylvania
Attorney
/
In t4r Qtnmt nf Qtnmmnn 'tras nf lIa1i4iuglnn Qtnunty,
'rnnsylnania,(Orp4nn1i'Qtnurt llints1nn
63-69-840
ESTATE OF No.,_--A~WIol&~,1IIlIl!o!~~_
Mary S.Birch,a/k/a 1lrs.J.W.Birch,
a/k/aJlary Olive Birch,
In the matter of tht:..e__Fir_s_t....;~~,_F_in_al _
Account of John Russell Birch,
Deceased.Executor
1.25-
Balance per account _
Additional credit asked at audit
SCHEDULE OF DISTRIBUTION
ADJUDICATION AND DECREE
And now Mareh ';tS 19...1l-.,this matter came on for hearing,
audit and distribution atthis session and testimcny taken;'and thereupon,upon due consideration
thereof te ~Iance for distribution in the hands of the Ac.countant.is deter~i~ed to be
$1 ,53 09 and the occount is accordingly confirmed;and It IS ordered,
adjudged and decreed that the said balance be :>aidout by the Accountant in accordance with .the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be flied
,sec.reg.or an appeal be taken herefrom sec.lel;.
Balance------r--:-~~:A'>__:_~__:=_:_r_((5~~1)~c'1'-r'2Ji29)
Deduct Clerk's Costs &Receipts ...5ilan~~d_lc"_llo"'"sUl!tas.....pe~r~pr4Ja:iIoJIie""'C...i+'l~---
AfttomeY --IJuBw.JDeIU:LS..JRJ.A•...:JJ,Du.onUia~llo1.1d~SUlonLL----------
$15.535.09
Russell Marino"Agent,Transfer inheritance Tax,
including tax due on individual liabilitY',$244.82
Interest from 10-12-70 to 4-3-71 ,..'6.98
Russell Marino"Clerk a.c.,costs in certifying real
estate to Recorder,5.50-$15,241.79
John 'flazza,Recorder,."'costs recording certification
of real estate ~costs registering same,8.h5-$15,233.34
John Russell Birch,son,bequest in kind!of household
furniture,fittings,held in kind and distributed as
such at the.appraised value,credit to b.a taken by the
accountant for items advanced prior to distribution by
the'Court,,85.00..
J9hn Russell·Birch,Trustee under the Will,subject to
~be provisions of Item Third of the Vlill,.inclUding cash
an~parce~~f real estate as hereinbelow described,said
parcels sp.'t.?jpct to Article of Agreement for sale to
Raymond Groep.anovich,upon which there if a balance'due
as of March 1,1911 of $9639.60,held in kind and .
distributed as such at the appraised value,residue,
No balanco
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between said lot
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Eastwardly direction along the North property line of H~~Avenue a distance of
45 feet,to a point on said property ,line Elf Hallam Avenue
and lot late of Elizabeth M.Miller;theBce in a Norther
line a distance of 78 feet,more or less,to a point;the ce by par els described
in and',to parcel of real estate described herein ..said pels sub ect to
Article of Agreement for sale to Raymoitd.C:rozdanovich upo
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$9,639~60 due as of March 1,1971 :said rarcels describe..,
ALL',THAT CERTAIN LOT OF GROUND situate in·the Sixth Ward
REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF WASHINGTO
COUNTY BY T,RE CIERK OF THE CRPHANS I COURT D
Mary S•.Birch a/k/a Mrs.J.W.Birch a/k/a Mary Olive Bir ,deviso ,to John
Russell Birch,Trustee under the Will and.subject to the rovisions of Item
Third of the Will,devisee,of all the right,title and terest of the devisor
~Was~ingtotl,Wasgington County,PelUlsylvania,and consist
parCels,he'reinafter seperately bounded and describedJ:
FIRSTs BEGINNING at a point on the N~rth :side of Hallam
this lot and lot formerly of John W.,'Charles and R.T.H
SECOND and THIRD herein in a Westerly direction a distanc of 46.4 eet,more
or less,to a point on line between said lot and lot late of John W ,Charles and
R.T.Hallam;thence along said line in a Southerly,dire tioD a'di tance of
85.2 feet,more or less,to the place of.begilUling.
by FIRST
•
Nancy Sample,
being on the
,North 12
of Osage Alley and
East and
point;the~ce South f~om said Farrar lW,
in Southem line of said lot now or formerly of Nancy S
parcel,South 89 degrees l'West 27.60 f,eet to the place.
situated on the west side of Locust Avenue in said City,
Northam line of lot above described;thence by line of
degrees East 51.48 feet .to Southwest co~r of lot now or
Farrar;thence by line of said Farrar lot,North 89 deg
THIRD::FRomoo 24.5 feet,more or less,
extending back therefrom a distance of 24.5 feet to FIRST
West lines of said parcel being 29.5 feet.and 24.5 feet re pectivel and the
·SECOND:BEGINNING at the Southwest corner of lot now or~--.
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South line thereot being 12.5 feet}bounded on the North ,.Osage
by SECOND parcel and on the West b)"lot now or formerly 0 D.Carl
UNDER.AND SUBJECT to boundary'line Agreement between Mary S.Birch,dow,and
HUgh D.Ba.tes and Elizabeth E•.Bates,his wite,dated J
record in the Recorder's Office for WashingtonCount,.,·Pe
642,page 2~9.-'
'FOR CHAIN OF'TITLE see 'deed from J.Russell Birch and Eli abeth S.~.•.'~...i
:'J,:'..~.wife,to MciJ:.:y S.·Birch,;dated January'15th,1940,and of.~,..•...'.Office in Deed Book 634,page 207,whi~h recited deed and the recit therein
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co.nta:Ln8d are the recital to the P?rt~onsI'of the lot abov describe as FIRST and
j ~~SECOND.AlSO,see deed from Ethel'Hallam;Uoore,et con.,et al.,t
•'.1\.B~Ch,dated AprU 23rd,1949,,and::ot~record in said Reco er's Off ce in Deed ,I
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,fioolt 756,page 63.The said Mary S'.-Birch died ,July'12,
•1,."'.
Testamentary were granted,to John Russell Birch by the
Washington County,Pennsylvania on-July 18th,.1969,as ap ears of
Register's Office in Will Book 108,page 283•.
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COUR':'DIVISION
ESTATE OF
MARY S.BIRCH,a/k/a
MRS.J.W.BIRCH,a/k/a
MARY OLIVE BIRCH,
Deceased•.
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KNOW ALL MEN BY THESE PR~SENTS,.,that I,JOHN RUSSELL BIRCH,do hereby ack-
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nowledge to have received from'JOHN RUSSELL'BIRCH;-Executor of the above estate,all
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household furniture,·furnishings'aild.fit~ings 'in and about the home as bequeathed to
1~')-Iv me in paragraph SECOND of the Last Wi 11 and ':es:ament of Mary S.Birch.
~IN WITNESS WHEREOF.I have hereunto set my hand and seal at Washington,
Pennsylvania,this /z:t1 day of December,1970.
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KNOW ALL MEN BY THESE PRESENTS:
on the 18th day of
Russell Marino
Whereas,at Washhigton,in the County aforesaid
A.D.19 69,before me,
,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
MARY S.BIRCH akaI
;
MRS.J.W.BIRCH aka MARY OLIVE BIRCH
late of City of Washington,in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
JOHN RUSSELL B I R C H
the Executor in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
J 0 H N R U SSE L L B I R C H
committing unto him the adIij.inistra~ionof all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring him
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just aIld true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this ei g h tee nth
day of J u 1 y in the year of our Lord one thousand
nine hundred and six t Y - n i n e
.~..2zz~...~...,Re~ster
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ijrttrrs wrstamrntary
ESTATE OF
MARY S.BIRCH aka
MRS.J.W.BIRCH aka
MARY OLIVE BIRCH,
Deceased.
~2
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LAST WILL AND TESTAMENT
/,-
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.I,MARY S.BIRCH,~vidow:of the City of Washington,Washington County,
"
Pennsylvania,do make and publ~st the following as and for my Last Will and
Testament,hereby revoking all former Wills by me at any time heretofore made:
FIRST:I direct that my funeral expenses and the expenses of my last
illness be pai.d as ,soon as possible after my decease,
SECOND:To my son,JOHN RUSSELL BIRCH,I give and bequeath all my
household furniture,furnishings and fittings of every kind in and about my
home;also my automobile.
THIRD:All the rest,residue and remainder of my estate,both real
and personal,I give,devise and bequeath to my son,JOHN RUSSELL BIRCH,in
trust,to hold,invest and reinvest the same,without being restricted to
legal investments,to collect the incolue,and after paying all expenses inci-
;
d;ent to the management of the trust,to pay over the net income to the saidI
JOHN RUSSELL BIRCH for his individL'al use and .benefit,fqr and during the term
of his natural life.The said John Russell Birch shall not be ~equired to
enter security,and shall not be an insurer of the trust fund,and shall be
liable ~o the persons interested only for such care,prudence and.diligence in
the execution of the trust as other trustees are required to exercise.Upon
the death of the said John Russell Birch,I give,devise and bequeath the prin-
cipal of the trust as follows:To my grandchildren,JAMES RANDOLPH BIRCH and
ELIZABETH SANDRA BIRCH in equal shates.It is my Will,however,and I hereby
direct that in the event either or both of said grandchildren are not Twenty-
one years of age at the death of John Russell Birch,then what I have given to
my grandchildren shall be held in trust by PEOPLES FIRST NATIONAL BANK AND
TRUST COMPANY until said grandchildren reach the age of Twenty-one years re-
spectively.
FOURTH:I hereby nominate cnd appoint my son,JOHN RUSSELL BIRCH,
Executor of this my Last Will and Testament;in the event he is not living at
J
my death,I appoint PEOPLES FIRST NATIONAL BAW~AND TRUST COMPANY Executor of
this my Last Will and Testament.
-1-,
\•
'IN WITNESS WHEREOF,I have hereunto set my hand and seal this 12th day.,
of March~1956.
Signed,sealed,published and declared by the above named Testatrix,
as and for her Last Will and Testament,in the presence of us,who,at her re-
quest and in her presence and in the presence of each other,have hereunto sub-
scribed our names as witnesses thereto.
-2-
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/
Affibauit (@f 1fxecutnr (@r Abministrutnr
~tatr of 'rnnBgluania,t ss:
Cttounty of 111IhtB~in!lton \
Personally before me,the undersigned authorit:,a.NQ.tl1'rr.y.P.Mp.l:;,.~in and for said
County and State,appeared :!.Q.~~~.~~~~~!~~!!who,being duly I
sworn according to law,deposes and says that he is the executor ~of the estate of MARY S.
BIRCH,a /kl.a..MRS......J ...ltl...B.I.R.CH.•.a./kL.a...MA.B.I...QLIV.&...JURC.ll,......deceased,that the foregoin},schedules copstitute a
MARY ~.IRCH,.,.•~/kl a MRS.J.W.complete inventory and appraisement of the real and personal estate of..lllRCH.,....a .kJ,a..~Y...OUlT.E...B.lRCH,
deceased,except real estate outside the Commonweal+.h 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 ~
Sworn and s'l;tbsCribe.d before me thiS......~<C'O\\~~8U~\~~'/)I ~
J iO ot-G ~\t.,\~~.\'_.A ~'
day :;.~.w·l.\P..ZJ.~....;....·fl..~....·.19"'("~Q\'\~,~t.,:~109\~/(~...~~..~."::........·......·E·~~~~t~;~·........·
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-:'_tIDITIONAL INS~RUCTIONS
1.An inventory must be filed within three months dter appointment of personal representative.
2.A supplemental inventory must be filed within thi:ty 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 Set:.5.2,72 P.S.4844.2
3Juufutnrg uUlll\pprui1ipmput of the goods and chattels,rights and credits which
were Of ~¢~~.:.~.'~'~~~t.~6.t!~:~!~9.g~.:la!e of the Citif.Qf Washing.tQn~..
Washington County,Pa.,taken and made in conformit?1 with the aboiJe affidaiJit.
DATE OF DEATH:July:12th.1969.
PERSONAL PROPERTY
HOUSEHOLD GOODS:
DOLLARS CENTS
Davenport &Chair $25.00
2 Beds and Dressers '15.00 ,
2 Stoves @ $10.00 each 20.00
2 Refrigerators ;@ $5.00 each 10.00 ,
Washing Machine 10.00
Pots,Pans,etc.5.00 85 00
Savings Certificate No.C1ll94,issued by Mellon
National Bank &Trust Co.,dated April 1,1966,
with interest @ 4~%,in the face amount of
$10,000.00,payable 10 years after date
;,REAL ESTATE
House and lot,situate in the Sixth War(i>of the City oft,,
Washington,Washington County,Penna.,knO~-"~f?23:.East
Hallam Avenue,said house being a two-story frame dwelling
10,000
10,085
9,500
00
00
00
TOT A L -----------$19,585 00
, I./../~-...~.'.
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tJ -~7-Y.1./(}
~!nventory and Appraisement
IN THE ESTATE OF
MARY S.BIRCH,a/k/a
<..'~/MRS •J.W.BIRCH,a /k/a
..···..·..·~·~···········MAn ..,o,r.;I.V'E···BIRClt···..····..···....········...r ,\"
~, ,f f ,
Filed ,19 7..0.
..".......'I'iI7""',~_-~Z!.::_....=:;.:;C='~»rn ::0<,f)<OJ c::c-_-~.x-co ~;_..(,.t)~.01.::r,-....,...-,..j l...l",".-~~~r-n·':.."V ~:--i -'~:...:,~:"r'-_~.::."",b-oD .~~r-C.:3 ~
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·,:
OFFICE OF
REGISTER OF WILLS and
CLERK OF THE ORPHANS'COURT DIVISION
Washington County,Penna.NO.63-69-840
WASHINGTON,PA._J:uly 21r~h _.19....1.Q.
Mr.
Mrs.'____:_ _ __..__..___._..........•
Estate of - -..---.M.ARy-S --.-BIRCH ------- ----.-_.
The Fees amount to $-·..·5 0.0..-............For -O.BJEC.T.ION-·T-O..-R-EG.IS~.Ea..QF-AP-P--R-A-I-SEMEN·T.-.
f.~.!.~.~._..!I.~J:.y..._.?1:h..t.....l9..IQ..t.t.Q...Q.~.....g,~.t.~.~mln..~.g ...J!.t.._g:ud.i._t.._.._Qf....A~~H~.Q1ID.t in this office.Please remit at
once and-have or send this bill,that the docket may be properly receipted and you credited with the same.
l/2 CC Mailed to The Direct6r"Bureau 0:::County Colle ctions")
DeptJievenue"Harrisburg"Pa.,,17120 by Cert.Mail--July 27,,1970 Yours truly,
DockeL _ ____Page_.._.._.._..__.... __B.l!~.~.~1J ~?-.~ln.Q _._.__.,__..Register &Clerk O.C.
And now .._..___..__.._:___ ,19 _,Re.~eived above costs,to-wit $.
and the docket has been properly receipted for same.
.- - _Register &Clerk O.C."'-5
JAMES R DONALDSON
ATTORNEY AT LAW
614 WASHiNGTON TRUST BUILDING
WASHINGTON,PENNSYLVANIA IS301
TELEPHONE (42)225-5920
July 2~,1970
BURGETTSTOWN OFFICE
MELLON NAT'L BANI5 AND TRUST 6LDG.
BURGETTSTOWN,PENNSYLVANIA 15021
WED.AND FRI.AFTERNOONS
Russell Marino,Register of Wills
for Washington Ccunty,Pennsylvania
Washington County Court House
Washington,Pennsylvania 15301
IN RE:Appraisement under Inheritance
and Estate T~:Act of 1961
ESTATE OF MARY S.BIRCH
OBJECTION TO REGISTER OF APPRAISEMENT
•
1.This notification is filed by the undersigned,JOHN RUSSELL BIRCH,Executor
of the ESTATE OF MARY S.BIRCH,whose address is 50 West Hallam Avenue,Washington,Penn-
sylvania 15301.
2.On Ju:'y 10,1970 an appraisement of the tax due under the "Inheritance and
Estate Tax Act of 1961"was made in the Estate.of Mary S.Birc;h,Deceased,in Washington
County,Pennsylvania,a copy of which notice is attached hereto.
3.The u~dersigned protests the appralsement of the real estate at $9,500.00
and objects thereto since he has been unable to make a sale of the property and antici-
pates that the selling price must be lowered in order to dispose of the property,and for
the further reasor that the true value of the =eal estate involved will be ascertained at
the time of sale cf the property.
4.The undersigned hereby notifies the Register that he elects to have the cor-
rectness of the action herein complained of determined at the audit of the Account of the
personal representativ.e of the Estate of Mary S.Birch,Deceased.
,Deceased
Filed in triplicate
-----------------.,..
•....of ."
OOffitr nf 1R~~istrr n·f lIil1,6...
RUSSELL MARINO
REGISTER OF WILLS AND EX·OFFICIO
CLERK OF ORPHANS'COURT
DEPUTY REGISTER
GUY A.ROGERS
,,,
ilhtBqiugtlltt.'eunagluattht
~2
July 27,1970.
THE DIRECTOR,
Bureau of County Collections~
Department of Revenue,
26:S.Fourth St.,
Ha~risburg,Penna.,17120.
I
IN RE:APPRAISEMENT illfDER }ffiERITANCE
AND ESTATE TAX ACT OF 1961
ESTATE OF YillRY S.BI~H --#63-69-840
OBJECTION TO REGISTER OF APffiAISEMENT.
Dear Sir=:-
Enclosed,herewith,?lease find OBmCTION TO REGISTER
OF APPRAISEMENT Under Inheritance and Estat~Tax Act of 1961
in the above estate,filed by James R.Dona:.1l:son,A.ttorney,
in behalf of John Russel:t.Bir,~h,Executor,;h duplicate.
You will note that ~t is set forthin paragraph 4
that Mr.Donaldson,the attorney,elects totiave the
correctness of the action complained of dete'E!l'1Il1ined at the
audit of the Account of the personal r epres:eltative of the
Estate of Mary S.Birch,Deceased.
rm/f
2 Encl.
CC:Inh.Tax.Dept.-Wash6 Pa.
.._4 .."...•
"
PLEASE FURNISH SERVICE(S)INDICATED BY CHECKED BLOCK(S).
REQUIRED FEE(S)PAID.
O Show to whom,date and address 0 Deliver ON LY
where delivered to addressee
cGG-1G-7154S-1\347-19S GPO
SIGNATUREOR NAME OF'''OfESSE~tV~;.)
FADDRE EE'S AGENT,IF ANY
-------------------~--'
RECEIPT
Received the numbered article described below.
CERTIFIED NO.
594068
DAT
REGISTERED ND.
v INSURED NO.
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,
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IN THE COuRT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
,\,,,,•I .'
ESTATE OF
.,'
ORPHANS',COURT DIVISION,~,t'''\....,
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MARY S.BIRCH,a/k/a ••
MRS.J.W~BIRCH,a/k/a
MARY OLIVE BIRCH,Deceased.
.NO.63-69-840
).'.:
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o R D E R
AND NOW,September ~j?~_,1970,on motion of JAMES R.DONALDSON,
Attorney for the above estate,permission is hereby gra~ted the Executor,JOHN
RUSSELL'BIRCH,to w~thdraw the objections filed July 24th,1970 ,to the appraisement
of the real estate at $9,500.00.
..
AND NOW,~eptember --~7'~._.,1970,I hereby acknowledge receipt ·of notice that the
within Order will be presented to the Orphans'Court and consent to the withdrawal of the
objections to the appraisal•
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.
tIS "tl-C1l~to-tIStIStISC1l-U~""C1l:Il :Il ~tIS ~~"IX!1-1 1-1~~~
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JAMES R.DONALDSON..,
.AttORNEY AT LAW
WASHINGTON TRL'ST BUILDING
WASHINGfo~.-'~ENI}JSYLVANIA
.)
,"
/
The First and Final Account of JOHN RUSSELL BIRCH,Executor of the
Last Will and Testament of MARY S.BIRCH,also known a.s MRS.J.W.
BIRCH,also known as MARY OLIVE BlRCH,Deceased,late of the City
of Washington,Washington County,Pennsylvania.
The Accountant is charged as follows:
I ~,~•
PRINCIPAL PERSONALTY;
To Amount of Inventory &Appraisemen,t ..-,\",}..$10,085.00
t
,,
.,INCOME PERSONALTY ,'
'.1 ,:.4:~
NON3
PRINCIPAL REALTY
".
."~.'\.
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To Amount of Inventory &Appraisement
INCOME .REALTY
9,500.00
Rental -First Floor Apartment
Second Floor Apartment
$1~250.00
750.00 2,000.00
TOTAL CHARGES -------------------$21,585.00
The Accountant claims c=edit as follows:
PRINCIPAL PERSONALTY
Administrative Expenses,Preferred Debts"and
Other Debts &Taxes,as set forth in SCHEDULE nAil
INCOME REALTY
$5,220.25
G.eneral Rep~:f.rs
Real Estate Taxes
Utilities
$125.12
261.22
442.07 828.41
TOTALCREDlTS ------------------$6,048.66
BALANCE FOR DISTRIBUTION ---------------------------------------------}15,536.34
.'.".
S C H E D U L E "A"
ADMINISTRATIVE EXPENSES:
James R.Donaldson Cos ts Advanced:
7-18-69 Russell Marino,Register
7-29'-69 Russell Marino,Register
7-30-69 Wash.County Reports
7-30-69 Observer Publishing Co.
6-23-70 Edith L.Dague
6-24-70 Russell Marino,Register
9-9-70 Russell Marino,Register
Edi th L.Dague
Lett9rs Testamentary
Short Certificate
Adve=tising Letters
Adve=tising Letters
Nota=y
Filing Inventory
Filiag Petition on Assess-
mellt
Notary
$20.50
1.00
14.00
14.00
2.00
3.00
3.00
2.00 $59.50
John Russell Birch Executor's Commission
James R.Donaldson Attorn~y's Fee
Russell Marino,Register Filing Account
PREFERRED DEBTS:
979.25
980.00,
16.00
,~Piatt Funeral Home Funeral 1,451.40
OTHER DEBTS ~TAXES:
Simon White's Sons
West Penn Pwwer Co.
Wash.-E.Wash.Joint
Authority
Columbia Gas System
10-14-69 Russell Marino,Agent
10-9-70 Russell Marino,Agent
Marker
Final Bill
Sewer Bill
Final Bill
On acc't.Inheritance Tax
On acc1t.Inheritance Tax
330.00
3.97
5.24
1,140.00
250.00
f •
..,.,.,.t,"
+•...,.,
TOTAL ----------------'"'t,$5,220.25
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Observer .Reporter
WASHINGTON,PENNSYLV"NIA
PROOF OF PUBLICATION
W.26752
In compliance with the News,paper Advertising Act of 16 May,1929,
P.L.1784,as amended.
Commonwealth of Pennsylvania,County of Washington,SS:.
Pe,rsonally ap,peal'ed before file,a Notary Public in and for said County
and State,RiC.b..a.r.g s..,c..Q.W~p.,who being duly s,worn
according to law,deposes and says that he is the ~~.~~.~t~~y......
of the Obslerver Publishing Company,a I"enns,ylvania corporation,and its
agent in thIs behalf;that the said Company iSi the owner and pnblisher of
the Observer-Reporter,succ'essor to The Washington Observer,established
Septembe,r 18,1871,and The Washington Reporter,established August 15,
1808,a daily newsvape,r of general circulation,printed and published and
having its place of bus,ines's at Washington,Washington County,Pennsyl·
vania,where it or its prede,cessors have been established and publishJed
continuous'1y for more than six months'prior to the publication of the notice
hereto attached;that the printed notice or advertisement hereto attached
is a ,copy of an official advertisement,official notice,legal notice or legal'
advertis,ement,exactly a:s printed or published in the Obs1erver-Reporter in
its regular editions on the following diate or dates;.__..__.
....................AY,g:IJ.~..t !..----§__..~~,~..__J..~.I J:.9.~.9.__..__:..
that neither the affiant nor the Observer PUblishing Company is interested
in the subject matter of said notice or advertising and that all of the aUega·
tions'of this affid>avit as to the time,~ace and charl£ct 9-E7publieation
are true.:.'l::i /C/----------__.0.~__..J ..__.__. .__ __.
Sworn to and sUbscr~/~ore me this.,.1..5...day of.A~g~,H?t.__..~.9.69...U1:~~~?!~~~
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6,1972
r -.!-<',,,,,7·,·,,' .,.
,EXECUTOR'S Nt>TICE'>.I Estate Of~R~BIRCH/:~/k/a:MRS.J.W~BIRCH ~k/i'tMARY;IOLIVE BIRCH,e'd;,:lateOfltheCityof,W WashingtonCounty,Penna.'.
,Letters,Tes(il.e !!ry''lIPon the.
ab.ove estat!!.ha~peell gran.,..",..t1?-e undersIgned~ri~tice ,is hereby
gIven !o those indebted thereto to.Imake Imr.nediat,:payment~and tal
those.,hav,mg".Cla"lm.s,0,r.,.de,mandS to,.,pl'esent them for settlement..
John ,Russell Birch
I 530 ,East.Beau Stre~t 'Washingtoll,Penna,i5301 l
l ".\.''Executor
J,ames R:Donaldson.,lAtt.orn,ey614WashmgtonTrust;Bldg.Washington,Penna.15301.
.,69180.Fri·3T
Washington County Reports'
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.S,paragraphs (S)and (25).
COUNTY OF WASHINGTON}88.
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 officiaJl legal periodical for said Washington County,published weekly
having its place of business at Washington,'Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
COUNTY REPORTS was established on March 31,1920,and was designated
as the official legal publication for Washington County,Pennsylvania,by order
of the several courts of said County,dated November 11,1920;that the printed
notice or advertisement attached hereto is a copy of a notice or advertisement,
exactly as printed or published,which appeared in the said legal periodical in
its regular issues on the following dates:
.................Augl1s.t 7.+14.,;U.,..1.9..6..9...
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the~~~~of~:?!1:~d ro~._Of.'~'p"Mi~oo
Sworn to an subscribed before me this
....2.1..::..:-;.:7y ~f..:!'~llS.t ,19 liSt .
............~..~,..
/'otary Public .
KATHERINE C.YARD,Notary Mile
Washington,Washington Co.,Pa.
My C"llllllisslon Elpll'tl&
No~ember 1,1969
..
Estate Notices
The Register of WiHs has grantee.
letters,testamentary or of administration
in the following estates.Notice is hereb~
given to all persons indebted thereto tc
make payment without delay and to those
having claims or demands to present
them for settlement to the Executors 01
Administrators or their Attorneys.................~
BiRCH,MARY S.,a/k/a MRS.J.W.BIRCH,a/k/a MARY OLIVE BIRCH,Dec'd.
Late .of the City of Washington,Washmgton County,Penna.
Executor:John Russell Birch,530 E.
Beau St.,Washington,Pa.15301Attorney:James R.Donaldson,614
WaShington Trust Bldg.,Washington,Penna.15301
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55:
The within named Accountant being duly sworn according to law,depose s and say s that the above account
as stated is,true and correct as he _veri Iy bel ieve.
. -.--;i-
Sworn andsubscribed'bcefore me this 2.{..-::.._
day of ._.'-".:-A~~~~"1.
\
Washington County,ss:I dp 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 Cou!f',as evidence by proofs
thereof filed to No c,..5..":'..7l-=L .
Witness my hand and official seal this_l~.__.._.__.....
daYOf ~~___19JL_..(]AA(..~
.J~__ .
Register of Wills
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The Court is respectfu Ily requested to determine
proper distribution in this estate.
~\~~<~Accountant .
3Jn tQt (@rpl1ans ll C!!nurt nf lIusQingtnn C!!nunty
In the matter of the Audit of Account in
Estate of MARY S.BIRCH.a/k/a MRS.J.W.
B-=I_RC_H"J,=------a~/k__'_Ia_MAR_Y_O_L_IV_E_B_I~R_CH_:..-,-'--~
TO THE AUDITING JUDGE:
No._------'6<...<:9_-=-84......,0"-,•~
Enter ---=m~yL ,appearance for__--=-A::.;c'-'c'-'c::..u=.n=.c::tc:.ac::n::..:t=---_
N.B.-Counsel shall,by separate p'aper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
19~
No.•69-840 ,~.
In re Audit of Account in Estate of
MARY S.BIRCH.alkttJ.MRS.J.W •
BIRCH.a/k/a MARY OLIVE BIRCH.
AUDIT
Jfraetipr fnr .Appearance
FOR
Accountant ~-Y·l
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JAMES R.DONAlDSON
.....9
Attorney
j
,",_._.=.\~'-----I~------.,------------,~--....,..----------------I---~
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA
ORPHANS,I\COURT DIVISION
HEARING ON AUDIT
T HE HONORABLE P.VINCENT MARINO,Judg
of the said Court.
IN RE:
.ESTATE OF.
MARY S.BIRCH,a/k/a
MRS.J.W.BIRCH,a/k/a
~MARY OLIVE BIRCH,:;:>.I:ii Deceased;
'!:!:d"i:>,z!BEFORE:
:::
)
)
)
)
)
)
)
)
)
No.840 of 1969
~Birch',deceas ed.The Executor is John Russell Birch and the
attorney is james R.Donaldson.Mr.Donaldson?
•....t"U
5~:II •
Q APPEARA NCES:
.I .
oCC(;a:l.,
:I:5 TIME:
iiiII:~.
-II:oa.~THE COURT:
I-I'-a::-."
:l'0U
.I'0(~"
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MR.DONALDSON:
JAMES R.DONALDSON,ESQ.,of Washington,
Pa.,representing the :A'ccountant.
Tuesday,March 16,1971,at 10:00 o'clock A.M ,
EStL'.
Number 840 of 1969,the estate of Mary S.
May it please the Court,in this estate I do not
ha ve with mea signed copy of the Audit Petition.This is not throl gh
any fault of Mr.Birch.But I must claim credit for it.I thought
that he had been in and signed it and found that he had not.He
expectls3 to be in this afternoon to sign tbe original Audit Petition.
THE COURT:'.The Court will permit couns e1 to file the Audit
2I;:'~...-L'"-"'------it--------------:-----------------'----------I---
Petition after it has been properly signed.Are there any outstand'g
claims in this es tate?
MR.DONALDSON:There are no unpaid creditors in this estate.,
no outstanding claims.A receipt for the legacy at item second in I,
the will is filed with the papers.The real estate was sold under
an Article of Agreement.I have with the papers a copy of the Arti:::le
of Agreement and also a copy of the description.The tentire
balance is placed in the hands of John Russell Birch itl trust,
I
with the income to him for life and at his death,to two grandchildl.en.
COURT:
Agreement?
DONALDSON:
How are we going to handle this Article of
I think that the real estate should be awarded to
the trust,subject to the Article of Agreement.
decedent's estate?
.~THE COURT:
'"to5 MR.DONALDSON:-II::>
;THE COURT:'
II:
m:
:l:>;,)..I(~MR.DONALDSON)?
II.II.:>
Are there any outstanding claims?
No outstanding claims.
Is there anyone els e in Court int~res~ed in't;his
I should add also that the Affidavit of Debts'and
Expenses also was not signed.It will be signed this afternoon.
THE COURT:
THE COURT:
_We will permit you to file that in due time.
(NO RESPONSE)
There being no res ponse,the audit of this aCCOl nt
is ordered closed by.the Court.
(A UDIT CLOSED)
(
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Form RCC-33
RESIDENT DECEDENT
~~~-----------------------------------'I
~J-~7-?,-/O
07-%'fS'-G
COMMONWEALTH OF PENNSYlVAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF .W.A ~~...:r...~9 ~9 ~..
IMPORTANT:This return must be completed in detail and filed in duplicate,'with will attached,with the'
Register of Wills of the County wher.e decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
~~the_Jnl)er i t!ince__!in!!:E_~t!lte.~1I)C A.c t .of l~!Jl.)
_~~s~I~~i¥..'.~i~.i:m;;;!-:.~~~~~~~~.:~.~.~..~~}:::uA;;:OF
(State full name of decedent)
Late 'of ...the......Ci.t.y.of.Washing.to.n,Washing.t'oncounty ~:.:.~:::::::!~:-:::-_:~-~:~~~}..,
...........................................J.QRN.R.US..S.E..1I:L.1URC.lL .
of the estate of the above-named deceden~being duly sworn,deposes and sayS
Esecutor
Decedent'dJed J),~Jy..JZ~h .
(Month)
Name and address of attorney or}
other authorized representative to.
whom all correspondence should be
mailed.
........,...,19....§.2........~r testate leaving a last will,copy of which ia hereto attached•.}
(lIay)(Year)L ~
..J~S R•...D.QNALDSOO ..
.614 Washington Trust Bldg•.,.Washing.to.n.,.Penna 15301..
That as such Ex.ecut.oJ:,depon~mt is familiar with the affairs of said estate and the property con-
IEx""utor-Arlmini8lrator)
stituting the assets thereof and their.fair market value.
That at the time of death there was no safe deposit b:Jx'registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION--RELATIONSHIP OF JOINTTHISSAFEDEPOSITBOXRENTED"IN WHICH DECEDENT RENTED A SAFE 'DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO D~C~DENT
Pittsburgh National Bank M::'s.Mary S..Birch Son
Washington,Penna.J .Russell Birch
..
---
.
That the contents of said.safe d~posit box or boxes are itemized under Schedules of this
return,with the exception of tne followin&for the reasons hereinafter set forth:
That Sc.hedule A attached hereto tl,nd made part hereof sets forth full v and in"detail all the
real property in the Commonwealth of Pennsylvania of ~hich decedent died having an interest therein.It
also sets forth the mortgage eQcumbrances QPon each p~rcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,dE.te,rate of interest,and book and page of record
thereof.It also sets forth in the columns providec therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attacned 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 decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other ~nstitutions,whether indiVidually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,.down to the last
interest day prior to decedent's death in the Qase of savings banks,and to the date o~-decedent's death
in all other cases;all bonds,postal savings,treasury certificates or notes and 6th\r 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 ~ny'state,or political subdivision thereof,or of
any foreign country,which are owned at the time of de~th;all ~earing apparel,jewelry,silverware,pic-
tures,books,works of art,ho~sehold furniture,hors~s,carriages"automobiles,boats,and any and all-.rotherpersonalchattelsofwhatsoeverkindornature,left by decedent,together with the.fairly estimated
market value thereof;all bonds and mortgages held by decedent and of all claims due and ~wing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of -whatsoever nature,with.interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for sucb depreciation'as to each item;all moneys payable
to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payabl~upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent ~t the time of death,with the market
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 marke·t 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 transfe~ee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another,
with a copy.of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's -estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of
~..death;taxes accrued charge.able for period prior to decedent's death (except.those.allowed under Section
651 of the Inheritance and Estate Tax Act);together with a s~atement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,'
have been carried forward and properly registered in the Summary.
__:~~:~.::S::~f:~e::e~e::~3:::~-,~~(E~~~-------
"--~·····I,~··b"JuJ~·····~.;;.;~;;;..~::~\~'.;;,3······]i;···{S~~";:,;b:..}----_·_----
.1.0\1"\,..a$\\\I\g\Ol\'20).~•,.a$\\\1\~:~\:t'kllir0$~'\lr.·········..······fC~:·1.~·~~~·l?:dni;~1301 .
col\\l\\NOTE:Before signing affidavit m~e sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached..Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
/
RCC-34 (1-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'BUREAU C>F COUNJY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SChEDULE IIA"
REA!..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 tenanc.y by entireties,report on Schedule liE",Property herd 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 with
a general description of the property,with a reference to the record o-~the
conveyance by which the decedent took title;If a form state number cf a-
cres;also statement of mortgage encumbrances upon each parcel at d,ath
of decedent,Taxes,assessments,accrued Interest on mortgages,etc"ore
to be listed on Schedule "FlO 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)
House and lot,situate in the Sixth Ward 0=the
City of Washington,Washington County,Penna.,known
as 235 East Hallam Avenue,said house being a two-
story frame dwelling
Insert this total opposite II rea l property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
9.500.006-~AN /'
~lJJ-fd'V
$9,500.00
j
RCC-35
COMMONWEAL~H OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
:
SCHEItULE "B"
PERSONftJL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fa~t that they are not of the administered estate.
Tangible personal property should be liEted first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobilEs,boats,etc.)
Intangible personal property,such as bo~ds,treasury certificates,cash on hand and in bank,..
stOCkS,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed
estate or or income from any property held in trust.under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
--..,.--_._....;.",.-----------------...,.----,------.....--------
I tern
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKEl'VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
HOUSEHOLD GOODS:
Davenport &Chair
2 Beds and Dressers
2 Stoves@ $10.00 each
2 Refrigerators @ $5.00 each
Washing Machine
Pots,Pans,etc.
$25.00
15.00
2a.OO
10.00
10.00
;.00 $85.00
Savings Certificate No.C11194,issued by
Mellon National Bank &Trust Co.,dated
April 1,1966,with interest @4~%,in
the face amount of $10,000.00,payable
10 years after date
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X
10,000.00
$10,085.00
"'-------------------------------------------------
RCC-36
.~rOmWN'\K-\LTH OF'PENNSYLVANIA
Tfu\NSi~R INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE lIC"
TRANSFERS
(1)Did decedent,within two years of death,make any trensfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)~n~Q~_
(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)_n.......o'--__
(3)If the answer to (1)or (2)above is in the affirma~ive state:
(a)Age of decedent at time of transfer __
(b)State of decedent's health at time of ma-dng the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer or property without receiving a valuable or adequate
consideration therefor which was to take effect in Jossession or enjoyment at or after his death?
(Answer yes or no)_~nwo~__
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)no
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)no
(6)If the answer to (5)(b)above is in the affirmativE,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)no
(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 re"'oke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes o~no)__~n~O _
(9)If the answer to (8)above is in the affirmative,~as 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 su~ported 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 res,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.Subnit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION
NON E
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.
/
..
ReC-38
caMMpNWEALT~or PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNEr PROPERTY
INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
with another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,givi~g 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 "a",plus date of acquisition,and the name,cddress and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisition,Name IUnit
Address and Relationship of Co-Owners,and Place Value
of Record of Instrument,where Real Estate.I
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Savings Account No.648 in the Washington
Office of Pittsburgh National Bank,in the names
of Mrs.Mary S.Birch or J.Russell Birch,
opened 12-11-67
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.
RCC-37 (12-63)
C'O1\;MONWEALTHOF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
(
~t •,t"', I
SCHEO'U LE "0'''
BENEFICIARIES
..
BENEFICIARIES AND ADDRESSES RELATIONSHIP j(If step-children or SURVIVED DATE INTEREST OF(State full names and addresses of all who illegitimate children,DECEDENT OF BENEFICIARY
have an interest,vested,contingent or'other are involved,set I STATE YES BIRTH IN ESTATE
wise,in estate)forth this fact.)•OR NO
JOHN RUSSELL BIRCH ~nn Yes Legatee
l)~n F."'!':f"Beau Street
Washington.Penna.15301 .'
JOHN RUSSELL BIRCH "'......,..""""Yes Trustee
530 East Beau Street
Washington,Penna.15301
TAMli'C:-Grandson Yes Beneficiarv under Trust
Yorktowue Colony.An",;:-Ant:B..
4999 Broughton Pl.
Davton.Ohio 45431
EUZARETH SANDRA BIRCH.now Granddau£hter Yes Beneficiary under Trust
ELIZABETH SANDRA WHITE
329 Woods tone Dr.
Pittsbur£h.Penna.15235
Deponent further says that all the above-named beneficiari~s are living at this time except below:
NAME DATE OF DEATH RESIDENCE
OF THE
Deceased
:\IATIER OF THE APPRAISEMENT
Commonwealth of Pennsylvania
---------
(Executor-Administrator
must complete "As
Reported"column #1.)
Gl k{~~~...·...ct>ct>0 ·~...e:..~.~'"'"0'".....~~~ct>e:..:......~~~0
'"t:l "C~ct>0'"......
~~:0 ~"Cct>M :~:...
'"........'<~....ct>
C/)c::~
~
~::.>~W~~~><
~=-g.g.·~......:~===~q~~:'-'
~~-0 ~~~
:....::I 'I-'>:\0 ::0 ~'"...:..V,~_:VI ::0 :0:00 :00 oct>_:VI :I VI p"g--:.•....
:0 0 0 ....ct>:0 :0 0 c..--
-.....l
(.~.~-
~'..-"t
;'"~';~
1,.,;.-
r:.J
...;)
~--,,
.li-..!.:;a.---
AP'-:~IS!\L'"
gL/CJ..Year ~I .
IN THE
~No.
r-'•.'"
!JIg:;:.~{,GV
~-;D
£~m::-:::JREPOrtT~P~~i':
o _';--
(:,):::::::,~;:
ESTATE OF
MARY S.BIRCH,a/k/a
MRS.J.W.BIRCH,a/k/a
..~:Y.()1l:'1.E:~:r~C:1I
Late of .the.Cit.y..af.Was.hing.ton...
County ofWa~l:1illgt:oIl
Will
~
~~-0 ~~~
..1..~\.,,~-,~::~:~."•.~:h~¥~.~~~~~\J:\\:c;.~2."().,.,.::I
••~:c"o§..Vj (..)•l"\\)\\J
R CC-81 (2-64)
COMMONWEALTH OF PENNSYL VAN IA
DEPARTMENT OF REVENUE .
BUREAU OF COJNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILum OF APPRAISEMENT
JOHN RUSSELL BIRCH
IN YOUR REPLY PLEA8E
REFER TO 637-240-
In Re:Estateof JVlA__R_Y....,..;...,3_.BI_R_1.C_H_-....,...__-....,..._-,---,--_
_____....:W.:.:AS::::.:.:H::;I.:.;,NG.:.;,T.:.;,C:;;'t,;..J County -File No.63-69-840
Dear lJIr.Birch:
You are hereby notified that the origianl
appraisement in the estate of Mary S.Birch
has been filed in the office of the R~gister of Wills qf Washington
County on July 10 ,19~.Said appraisement reflects the
following valuations:
Re al Es t ate --J.9.",.-'5~00~.O~O,,___
Personal Property -=1~OL,0~8~5~.0~0~__
Jt.He1~_=1~2.2-0.5.:.::l4:::::2..:...9",-5,,-_
Tota1 -.:.......3:.:;:2:.1..=12:=.7L..:.~9:..::5__
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 da~e of death,interest at the rate
of six (8%)percent per annum is charged.
Any party in interest who i:::aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e ~Jul""""'y'_=l""O..:..•.....:1...9....7..::0:....-_
DATE OF DEA.TH :July 12,1969
Note:This is not a bill.
"-
RCC-39 (5-68).•.'
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUM~ARY
Estate of BIRCH,
(Last Name)
MARY
(First Name)
S.
(Initial)
DATE OF DEATH_7_-_1_2_-_69__FILE NO.63-69-B40
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the ri:ght in Schedules "A","B","C",and "E".
Dated:...:...07~-..,;::.1::....:0_-..:....70~__
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 Jy deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:~_
REGISTER OF WILLS
Y.')UU,uu
10,085 00
12,542 95
32,127 95
$Y.')UU uu
10,085 00
12.51+2 95
32.127 95
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$$-------+--
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
-1==
FOR USE OF REGISTER ONLY
Tax on $--:----------1--
Tax on $---------i---/
Tax on $----------+--
Tax on $----------1--
Tax on $----------i--
Exemptions=======:::=::1~=
Total Es tate --1-__
TOTAL TAX
10%
15%
*
COMPUTATION OF TAX
$--------+---
$--------+---
$--------.4--
$--------.4--
$--------+---
$---1.__
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::::t===
BALANCE OF INHERITANCE TAX DUE $L
Add interest at rate of 6%fro~
_____to $---------'
AMOUNT OF ESTATE TAX ASSESSED $-------lL-
Estate tax paid $---IL-
BALANCE DUE $----.JL-
Add interest at rate of 6%from t=
-------{to-----$-----~,
TOTAL TAX BALANCE $-----~PAID $-J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computaLon of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration (No .
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
J1M"Y"$•.I3I].Cm
Deceased
Late of
County of
v-JA$HJ:NO:'l'ON ..
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
l.
DATE ~~y b.9)~.27.9..COMMONWEALTH OF PENNSYLVANIA
XDEPAR-TMEN·T-()F REVENUE
Fonn RCP-2
,-RESIDENT INHERITANCE TA COUNTY ....................Was.bingt.Qn...............................BUREAU-O~COUNlI'Y COLLECTIONS H •~
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.................63.=..6.9.=.8.4..0............................................
Whereas,........................................;M9.:r.Y....§..!....~.~:r<::h................................................................late of ............................,.....!.{~~.~.~.~?.~.........................................
in the County of .................................~i3,..~):'4..:gg!-.qn......................................................................Commonwealth of Pennsylvania,having died on
the ...............................12..........................................................day of .....................J.1JJ..y............................................19..99.....,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Comrr_onwealth of Pennsylvania;
Therefore,I,...................................:1..~.~.~......9.h?:~.~.............................................................,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future Interest In this estate is transferred In possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
Inheritance taxes at the lawful collateral rate on any such future l'lterest.
Unit AppralsemenlDescrlpllonofAnetValuesMadeforInherllance
Tax PurpOles
$
REALTY:
See COpy of Schedule IIAII attached to appraisement 9,500 00
PERSONALTY:
See copy of Schedule liE II attac:..~ed to appraisement 10,085 00
JT.HELD:
See cOpy of Schedule IICII attac.1ed to appraiserrent 12,542 95
I
Total 32,127 95
forrn~;~fh bl:~::~h:,w<>rl1a/J~~:'~a~o~~;:;~e§?~d':i~
AppraIser
a;=2J~~~~;)..............................,....;:~~.
WASHINGroN County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
l1ARY S.BIRCH
Deceased.
Late of.
WASH ING:I.'QN..
Date of Death,J.:~..J..?..~.~9.§9.:..
Appraisemel!t Docket Vol.,.3..7..
Page,.2.4.9.~~No 9?.~.~.9::-:.$4.Q ..
Filed in Register's 0 jJice,.....eJ..l:l+Y...:L.Q,...19...7.O'
Amount of tax due,VJ··· ··•••••..•
DEPARTMENT OF REVENUE
Received,
Examined and Approved,:..
Wrote abo.ut Appra.isement,
Appeal ft-om Appraisement,..
Entered and charged,..
~..L_~'~~~;:_----'-_~,~~
;'
.,J
ESTATE OF MRS.J.W.BIRCH.a/k/a
MARY OLIVE BIRCH,
AND AGENT OF THE COMMONW"ALTH
Regllter of Willi,Agent
DEDUCTIONS ALLOWED IN
---THE SUM OF $.1'~~l q)
DAn:APPROVED niJ ~..]-:~'.~.~..?l
~lfl/v~
L.ATE OF _--..I.to1bl.Se~C....il.Jt"'Yl'-JQlLf.&.....Wllll.ala..Qs.ub....i.unoii""t.s.Q!.LnL...._
STATEMENT'OF DEBTS
AND DEDUCTIONS
COUNTY
OFFICE OF THE
REGISTER OF WILLS
OF WASHINGTON
Form RC C·lO
DATE OF FIL.ING APPRAISEMENT DAT5 OF DEATH __JLlu....l...y~1..2"+.......1..t.9.w6..t.9 _
DATE NO.OF
VOUCH""NAM&:OF PAYEE REMARKS AMOUNT
July 18
July 29
Julv 30
July 30
I 9 7 0
Russell Marino,Register Letters Testamentary 20 50
Russell Ma:eino,Register Short Certificate 1 00
Wash.Countv Reoorts Advertising Letters 16.00
Observer Publishing Co.Advertising Letters 14 00
June 23 Edith L.Dague Notary 2 00
June 24 Russell Marino,Register Filing Inventory 3 00
Sept.9 Russell Marino,Register Filing Petition on Assessment 3 00
Edith L.Dague Notary 2 OQ
John Russell Birch Executor's Commission 979 25_._--+---+---+=.=.:::~:::::..::...::..=.~:=..:...::.:.:-_-----+-====.=.=.::......::......=.::===:..::..:::.=.;:.:=-------+-....:...:..;=---r==---
James R.Donaldson Attorneyl s Fee q~O on
Filing:Account ,~nn
Piatt Funeral Home Funeral 1.451 6.0
Simon White's Sons Marker 110 00
West Penn Power Co.Final Bill
Wash.-E.Wash.Joint Authority Sewer Bill 3 97
Eolumbia Gas Svstem Final Bill 'i ?6.
"v I'J--+--+----+-------------+-----..:....----1-----+---+---,
TOTAL ...
COMMONWEALTH OF PENNSYLVANIA
}SS:
COUNTY OF U....lL8HINGTON.;John Russell Birch
EDITH L.DAGUE,i,o'''':·Ie
Washington,Washington County,Pa.
Illy Commission Expires Mar.26,1·973
,.••._.__,'C,COMMONWEALTH OF PENNSYLVANIA
<DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
RCC-121 (2-72)
Date September 28,1972
Estate of John Russell Birch
c/o ELIZABETH SHADEL BIRCH -Excr.
.of John Russell Birch Estate
50 'VEST HALLAM AVENUE
WASHINGTON,PENNSYLVANIA 15301
Dear Madam:
Re:Estate of _.:.:M:.::a:;;ry~..;;;:S,.;.~B..::;i:.;;;,r...;;c...;;;h:........_
Da te of Death _~9.::-.:!:1~2.::-~6.::!.9 _
Bureau File If _~6~3:=:-~6~9?;-~8::;!4.Jo(O _
County File If _---:;.3..;..7_-~24....;..0~-_6~_
According to our records,the following taxes are delinquent on the
above estate:
nxuxxPlus.Interest at 6%From
12-12-70 to 10-12-72
"$26.93
Amount DelinquentNatureofTax
Balance Due Transfer
Inheritance Tax in Accordand
with Orphan Court Adudication $244.82
and Decree of March 23 1971Unlesspaymenlofall tax and interest due is made to the Register of
Wills of Washington County within thirty (30)days from date of
this letter,this Department shall take legal action to effect collection
without any further notice to you.
Make Check Payable to
RUSSELL ~u.ffiINO,AGENT
Tax Due
Interest·
Total Due
244.82
26.93
271.75
Very truly yours,
District Inher nce Tax Supervisor
For:Peter J.McHale,Director
Bureau of County Collections
Address Reply to:
Andrew J.Merva,Dist.Supvr.
P.O.BOX 105
Whitney,Penna.15693
Copy to:James R.Donaldson,Attorney for Estate of Mary S.Birch
Copy to:McCreight,Marriner &McCreight,Attorney for the Estate of..-,John Russell Birch