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Home My WebLink AboutOC1969-0894 - ESTATE OF PHILIPS~'----~~-----'~----~-------------------~-~------_.............---..., "PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY ,Testate Form ./ Estate of ~~~.QB.~..Q!'P.mbIP~. Deceased No..~~.:-.~~.:-.?~1:A.A. Fiduciary.R,~XQlg.B.~..rh-iEp'.f}..t EK~~gj;QX . Date of Date of Decedent's death J.~l.Y..l~,..J~.Q.!1 ""'"Grant of Letters.A}J.gW~j;..1:..t..J!1.R~, . This is the Fir.s:t..~nd..Ein9.L account filed in this estate -.. If there'nave b'e'en'''fofriier accounts fil,ed in this estate,list file number or number and term...........................•........ Election to take Under or Against will.(cross out one) Date Election Place of; Filed :Record '. Name of surviving spouse ~.9.N~c.•.............•••••••••••.••••••.•••..••••••••••••~••••.••....•.....••.•........•••..•......•••••••••~••••, List issue,where ;"aterial: Did decedent marry after.~~ec!-ltion.of".w.ill?,.JindicatEJ~~No.Any children.bprn after execution of will?(indicate) :!YEt .No~'1r a~swer ye~:'ha~E?th~:n..::.:..:.t.::~::::..:~.~.::"". Leg,atees Harold R.Philips Earrell E.Philips Hazel E.Philips Dorothy M.Philips Guenn ShaVi~r--- ~uth Wayne UAnnBaumann Sally Cicci' .Wanda Faust Katherine Thomson Crossnore School.Inc. Relationship Brother Brother Sister-in-law Sister-in-law Friend Friend Friend Friend Friend Friend None Interest Fiduciary,if deceased or not sui juris 1/2 residue ALL 1/2 residue S U I J U R I S List,if exceptions to above: NONE If partial intestacy,.....~ive facts: NONE Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~. If any exception give cause:. File copy of Notice and date of maiIing Augutt.2.a•...19.7.0 , Is estate subject to the filing of a Federal Estate Tax Return?..N~. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..?1:.9.9..d?.9 . If the Will makes any portion qf 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. No claims have been filed with the Executor or his attorneys.The remaining unpaid creditors are Department of Revenue for inheritance tax and administrative costs. Give.refereqce to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: ,.. NONE");1.1 . Y L'" ( Balance for distribution per account, Itemize any additional debits not shown by account: Interest savings account -Western Pennsyl- vania National Bank -Finleyville Office Total additional debits (Add) Itemize any additional credits not shown by account: Russell Marino,Register -Additional charge for filing account Internal Revenue Service -Estate income tax Total additional credits (Subtract) Balance for distribution $...t9.,.~9.9.~.t?. 235.04 $.....235.04--_--..--. 1.00 45.14 $~S?~.~. $..).?!.1:.~.?:.9.?. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Balance is in cash and following items of personalty:Costume jewelry $100.00; Silverware $153.00 '. If F 'I E 'I'd b P ·t't', I f R d'Not claimed.ami y xemptlon c alme y e I lon,give pace 0 ecor , _ _ ____. If F 'I E "I'd d't'1 t'h'db'f CI'Not claimedamiyxemptlonIScalmeatauI ,give name,re a Ions Ip an aSls or alm:_____. List any advancement or distribution on account that has been made,and nature and amount of same: $7500.00 to Harold R.Philips in natJire _.';of a purchase money mortgage on property sold by the Executor. 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: Harold R.Philips -1/2 residue less advancement Earrell E.Philips -1/2 residue Clothing,costume jewelry,and silverware to devisees named in the will.Wanda Faust died subsequent to the decedent and her share should be awarded "to Ashton Brownlee,Esquire,for distribution of her estate. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly I?W9-;r::'D...__doth depose and say that the facts set forth in the foregoing petition are true to the !fest of P.J~..____knowledge and belief, -..~__to and subscribed before '-I~me this..L day oL.~.~..~~~~u. Mary Jane Smith,Notary Public Washington,Washington County,Pa. My Commission Expires February 28,1973 And your petitioner will ever pray,etc, No.63-69-894 AA.......-..---......-..__..---_..-_........-..---_.._... Estate of..:§~A~.g.~.~..g.·~~b.~~e . Deceased Fiduciary...~~.:.~~.?.~.·...~hilipS..--..--_-_--_.. 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. 5.Letters Testamentary or Administration C.T.A or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. PEACOCK,KELLER,YOHE &DAY Attorney ~2 .Vd ..a0 NO1:)NIH SVA\ Sll1NI.:10 (l3LSI~3U oNnj v:"1 -I U c;sn~ 6/1 E Ud OE lJD OLto..,-,f J I _..1 t.1 -J !_.•• NO 63...69..994•'.,•..,e-••,._ESTATE OF BLANCHE G.PWLIPS IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA. IN RE: ·' ofthe Estate 0 f ~~!!~!'!~~_~_*~~!_~!~~_ has been filed in the office of the Register of Wills and the Clerk of the Orphans'Court of Wash- ington County,Pennsylvania. August 28.1970 Notices sent to: Harold R.Philips Box 23 Gastonville,Pa.15336 Earrell E.Philips 1942 Denison Street Pomona,California 91766 Hazel E.Philips· 6005 Library Road Bethel Park,Pennsylvania 15102 Dorothy M.Philips Box 23 Gastonville,Pa.15336 Guenn Shaw 4008 Laurel Hill Road Raleigh,North Carolina Ruth Wayne 114 Kenova Street Pittsburgh,Pa.15211 Ann Baumann 721 Roselawn Ave,Apt D-5 Pittsburgh,Pa.15228 Sally Cicci R.D.#1 Finleyville,Pa.15332 Wanda Faust %Ashton Brownlee Wash ington Trust Building Washington,Pa.15301 Katherine Thomson 1373 North 1st Avenue Upland,California 91786 Crossnore School,Inc. Crossnore North Carolina • QInmmnUlUta1t4 nf 'tuusyluauia.}11.6.1IU!i~it1gtOt1 C!tOUt1tg. -------._-~-~- • KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,III the County aforesaid on the 4th.day of August A.D.19 69 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of Blanche G.Philips late of Boro~h of Finleyville in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Harold R.Philips the Executor 111 said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russ'ell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said committing unto Harold R.Philips Him the administration of all and singu'1ar the goods and chattels,rights and credits,which were of said deceased,and requiring Him to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 4th. day of August III the year of our Lord one thousand nine hundred and Sixty Nina .~.~ ................................................................................:::::::::::::~ Register '110 \'.•• -- ! I ~~......~......~Ii'.-egtnITI ~(J)eI-lt»~-l tnQITI......'"r 0 ~ !ttl "'II a~~:=I-'...... tb ~.-e~sa I, ., •• Mary Jane Smith,Notary Public Washington,Washington County,Pdo My Commission Expire~ i\ffi~auit (@f Exrrutnr ®r i\bministratnr ~tatr nf Jrnnsyluania,~ss: C!1nunty nf Bas~in!ltnn \ P 11 b f h d . d h'N otarv Public . d f 'dersonay e ore me,t .e un erslgne aut orlty,a v.ln an or Sal County and State,appeared MR.Q!:.R B.~rJ.n11P.§who,being duly sworn according to law,deposes and says that he is the executor 0iK~l8ttllfbl£of the estate of ...J?.1.ANGJrg:Q.!P.HTbtP..9.deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of.....J?l~D..g.h.~Q.,;eb.Uil?.§, deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor ~~~~¥xx Sworn and subscribed before me this........1.Q:t.b.....lc/t2 //J/--£),~//, day,~O.e.c.e.Y=..r.~9.6I ~~./.t::..~."... :_..,--Executor-~..0...... ADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets..' 3.1 Original and 2 Copies and 2.RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return.,. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lIuututnry aub l\ppraistmtut of the goods and chattels,rights and credits which were of ;?.l9:P.-.s:.h.~Q.!.:Ehgip..~Jate of ..~.Q.:r.2~gh 9.LE!p..!~y.y.!g~. Washington County,Pa.,taken and made in conformity with the above affidavit.' REALTY: ALL that certain lot of ground situate in Union Township, Washington County,Pennsylvania,known and designated as Lot No.28 in Block No.3 in the West Fry Heirs Plan of Lots, as laid out by John Percival,which planis called the Heirs Addition to the West Fry Plan of Lots in Finleyville,Pennsyl- vania,and recorded in the Recorder's Office of Washington County,Pennsylvania,in Plan Book 2,page 131,upon which is erected a two-story frame dwelling and outbuildings. PERSONALTY: Household furniture and furnishings Costume jewelry Silverware 1968 Chevrolet Impala Last check -State Department of Public Education Pittsburgh Teachers Credit Union Bellefield and Forbes Pittsburgh,Pa.15213 Western Pennsylvania National Bank Finleyville Office,Savings Account No.1643 Western PennsylvaniaNational Bank, Finleyville Office,Checking Account, No.~-05-2-442582 .TOTAL DOLLARS 12,500 960 100 153 2,200 523 2,120 10,434 2,969 31,961 CENTS 00 00 00 00 00 88 00 58 73 19 I ·.!-S 1 .....;;-- <:~<1>;:l ~.....Cl~0 ~l:l '-~ttl ;:l ~~~;:::t::. I '. ~,w "- ~~0i:1 ""\) 0;;'l 0 <1> ~~~<1>;:l.....~ " ~.......... .~, STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,depose S and sayS that the above,account as stated is true and correctas he verily believep. Sworn and subscribed before me this 3.0th . day of ----AWn_:___---J 19.7;_---:---W-_+_~_/-...I'...~J Mary Jane Smith;Notary Public Washington,Washington County,Pa. My Commission Expires February 28,1973 Wa1shington County,5S: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 Sta'tU'te and Rule of Court,as evidenced by proofs thereof filed to No..b.1-:-..Zo.~.3.70 . Witnes my hand and official 'seal thiS 3/~..70dayofI."~..~..:_~..'1..~.~.':L..~.~_._.._19__. ..'i •......~ey:(LQd~~ '~.Register of Wills -","'''l!. ~r'··:'"~,"\ :"'''''..1 ~ ,,,"_~l '1 n:1:~c r""I I ~J .\n ~~~0",\U ',I,j ,.L ••'·1,....'\,,\ REGISTER OF WILLS VI ASH Irl GTON CO ..PA. ~:.+7 t~.1 np /'"111,1 hi II ,.'.I ....o,t i~~1~~~!GQ! J i ~~I:~~i oz l'"•'-•off 'I \ l •p o!~nq!J~:S!P JedoJd <3J S!~JnO)<3Y.L - J'I !ao •,..,,.. J ,r ,,, COURT OF COMMON PLEAS OF WASHINGTON COUNTY ORPHANS'COURT DIVISION FIRST AND FINAL ACCOUNT OF HAROLD R.PHILIPS,EXECUTOR OF THE ESTATE OF BLANCHE G.PHILIPS,DECEASED No.---------- SUMMARY PRINCIPAL -PERSONALTY SCHEDULE A Receipts,Page 2 Disbursements,Pages 2 and 3 Balance -Principal -Personalty INCOME -PERSONALTY SCHEDULE B Receipts,Page 4 Disbursements,Page 4 $19,998.94 ' $5,2:91.19 'i.~. $314.60 ~ $None $14',707.75 Balance -Income -Personalty PRINCIPAL -REALTY SCHEDULE C Receipts,Page 4 Disbursements,Page4 $12~500.00 $3,716.17 c.... $314.60 Balance -Principal -Realty INCOME -REALTY SCHEDULE D Receipts,Page 5 Disbursements,Page 5 $None $None $8,783.83 Balance -Income -Realty SCHEDULE E $None Advancements BALANCE Balance of consists of cash and items of jewelry. $ -7,500.00 $16,306.·18 ,.~ First and Final Account of Blanche G.Philips,Deceased SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS Per Inventory as filed Gain on sale of personalty Refund -Fire premium TOTAL RECEIPTS SCHEDULE A PRINCIPAL -PERSONALTY DISBURSEMENTS Administrative expenses: Guy Rogers,Deputy Register of Wills -Trip to Monongahela Russell Marino,Register of Wills -Letters Testamentary and Short Certificate Edwin A.MacBeth,Sr.,-Appraisal personalty Washington County Reports -Advertising of Letters Daily Republican -Advertising of Letters Russell Marino,Register of Wills -Filing Inventory and Appraisement Mary Jane Smith -Notary Fee Harold R.Philips -Executor's commission Peacock,Keller,Yohe &Day -Attorneys Fee Russell Marino,Register of Wills -Filing this account Total Administrative expenses Preferred debts: Walter L.Kennedy -Funeral bill Funeral Bill $1413.55 Less Social Security benefit $255.00 -2- $19,461.19 472.75 65.00 $19,998.94 20.00 23.50 25.00 14.00 12.50 3.00 5.00 1600.00 1700.00 18.00 3371.00 ,t(1.-1 r tI'V 1158.51) ,,,-~ Dr.Malcolm S.Stevenson -Office visits Kurtz Monument -Cemetery Marker Total Preferred Debts Miscellaneous Debts: Harold R.Philips -Money advanced initially miscellaneous bills Lila S.Vittone -Garage rent Finleyville Planing Mill -Building materials Equitable Gas Company -gas service for July Bell Telephone Company -July service Kaufman's (Pittsburgh)-Account in full Joseph Horne Co.(Pittsburgh)-Account in full Atlantic Richfield Company -Account in full Humble Oil Company -Account in full Boron Oil Company -Account in full Vickers Chevrolet -Expense in preparing auto for sale West Penn Power Company -July service Ann Price -Sewing Equitable Gas Company -Service from August 1969 to March 1970 West Penn Power Company -Service from August 1969 to March 1970 Bell Telephone Company -Service from August 1969 to March 1970 South Pittsburgh Water Company Decedent's 1969 income tax Total Miscellaneous Debts SCHEDULE B INCOME -PERSONALTY RECEIPTS Interest on savings account -Western Pennsylvania National Bank -3- 12.00 130.00 1300.55 79.50 10.00 20.39 5.50 8.70 2.39 11.13 44.40 16.85 23.15 39.74 4.32 35.00 172.77 50.16 55.77 14.18 25.69 619.64 208.60 ........ Dividend Pittsburgh Teachers Credit Union Total SCHEDULE B INCOME -PERSONALTY DISBURSEMENTS None $ 106.00 314.60 None SCHEDULE C PRINCIPAL -REALTY RECEIPTS Inventory and Appraisement as filed Total SCHEDULE C PRINCIPAL -REALTY DISBURSEMENTS Expenses and loss with regard to the sale of real estate: Loss on sale (based on inventory) J David J.Mathies -Brokerage commission Estate's share of 1970 real estate tax 1%State realty transfer tax Russell Marino,Inheritance tax Ora Philips Estate to clear title Pierre Klein -Kitchen cabinets,etc. David Simpson,Collector -School tax (Ringgold School District) Bowers &Sharp Heating Co.-Plumbing repairs Reece Williams -Electrical repairs Total Expenses and Loss -Real Estate -4- $None $12,500.00 $12,500.00 1,000.00 805.00 38.76 115.00 138.60 1256.08 141.57 159.00 62.16 3716.17 ..\., Harold R.Philips -Took purchase money mortgage in his name and wife's to facilitate sale of real property Total -5- $7500.00 $7500.00 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.3,paragraphs (3)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 officiail 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: 8.l.I9JJ.S..t Z.J.2.a..,.;.. .s..g.R.t.gm.b.g.r ~.l.9.9..9... that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this~i~t as to the time'm and character of the publication are true.(),~A r::::.~;j j7 ../ /U~~'(·~d ;L~ ---~~_Editor Sworn to andCsu~cribed befor~~ ......~t~..~ay of S:p.temhe.r.:,19 6.9 .. -··~~r WasI'lnghlR,Washington Co.Pa. My Cummission Expires' Nj)vem~er 1,1969 Estate Notices The Register of Wins has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • •• •• • • • • • •• •• ••• PHILIPS,BLANCHE G.,Dec'd. Late of Finleyville,Washington COlIn.ty,Penna. Exec\!tor:Harold R.Philips Box 23GastonVille,Pa.15336 ' , Attorneys:Peacock,Keller &Yohe 68-70 E.Bea\!St;,Washington Pa'15301'. ----------------------------------------- .,THE QAILY REPUBLICAN (MONONGAHELA,PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929 P.L.1784,Sec.3. paragraphs (3)and (25), County of Washington Iss: State of Pennsylvania f Personally appeared before me,a Notary Public in and for said county and state, t1J:'_f'L_A.r Q~§~l1_tJ~__,who,being duly sworn,deposes and says:thaL (?_h~__is the __.QQ_Qkk~§1?_~_;J;:_____________of The Monongahela Publishing Co.,a Pennsylvania corpora- tion,and its agent in this behalf:that the said company is the publisher of The Daily Republican,published daily except Saturday and Sunday,having its place of business at Monongahela,Washington County,Pennsylvania;that the said Daily Republican was established in the year of 1846;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 newspaper in its regular issues on.the following dates: _~l:lg~~~1-_9_'__.?,Q_~~~pi;_t3mQ_~_I'2_'____1969__________. ...._ EXECUTOR'S NOTICE:BLANCHE G.PHILIPS ----------~------------------------------------------------_._----------------_.----_.--------------------------------------------------------------------._-------_._----------------------- that the affiant or the corporation in behalf of which §h.<?.is acting is not inter- -ested·in'.the s~¥-ect matter of said notice or advertising and that all of the allegations of this affidavit as-to the time,place and charact~r of th:J}ublicati~e true. .~---~--d-~---~---~~------- Sworn to and subscribed before me this.~~~:,L~--=_1:9~ rtoi8iYp'Jbllc:~~~gahela,Washington Col Notary Public My Commission Expires March 23,~970:' --------_..---~ Logal Adv1.ttiS\ldlnt DAILY REPUBLICAN EXECUTOR'S NOTICE\Estate of Blanche G.Philips de-ceased,late of Finfeyville,Wash- )ngton County,Penna.Letters of Testamentary upon the above estate having been grantedtotheundersigned,netice is here-by given to'those indebted thereto to make Immediate payment,andtothosehavingclaimsordemands'to present them for settl~ment;..Harold R.Philips - Box 23Gastonvllle,Pa.15336 IAttorneysPeaeock,Keller &:Yohe1,>8·70 East Beau Street .Washington,Pennsylvama 15301 '!l.ugust 19,26;September 2,1969. l....~_~-<~~-- " ,...--...",......:.."."".._~._~-,.-._-;-:_.-:-cc.;:-..'.'~".,--~;--- _.~,.. 'In the matter of the .-\udit of Account in E3tate of.-:,~---:B~L~A==N~C~H~E~G~.!-..:!:P:..o!H~IL~I~PwS~__l '..TO THE AUDITI~G JUDGE:. No.63-69-_8_9_4 ~~~xxx~~~x ... Enter__o_u_r _'--:appearance for the Accouhtarit .'.: -- -. N.B.-Counsel shalI.by separate p"per.present a concise statement at each claim,with supporting calculation of any interest claimed.Objectrons to an account as filed.shall be concisely stated in a separate paper. Council suggesting proper distribution shalI file a.separate concise state· In.ent In that regard.- L-~""'-_.e' r J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA ORPHANS'lIT-0URT DIYISION HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO,Judge of the said Court. PEACOCK,KELLER,YOHE &DAY,ESQS.,of Washington,Pa.,repre senting the Accountant. Wednesday,September 16,1970,at 10:00 o'clock A.M.,EDST. No.894 of 1969 ) ) ) ) ) ) ) TIME: BLA NCHE G.PHILIPS, APPEARANCES: BEFORE: ESTATE OF Deceased. IN RE: e -eZ-e>..J>-UIZZIIIII. i0I-~ziUI~ ..:0ii:I-UI'-Q ..J-eij Q:l., ~N attorneys are Peacock,Keller,Yohe &Day.Mr.Yohe ? the estate of Blanche G.Phillips.There are no complications. Philips,deceased.The Executor is Harold R.Philips and the Number 894 of 1969,the estate of Blanche G. If the eourt please,I have t he necessary papers n There woold be a balance of Inheritance Tax to be calculated.There ai~THE COURT: II:oII.IIIII: ~:loo ..J-e~MR.YOHE:...o-, was costume jewelry to be distributed among some of her friends, one of whom has since died,Wanda Faust.Her;estaietisl baing hane led btytAlshton Brownlee.It may be,before the final adjudication and decree we may have a waiver on that. 2 THE COURT:Are there any other claims or debts? MR.YOHE:No other claims or debts have been subm itted. THE COURT:Is there anyo IE else in Court interested in this I~decedent's estate? (NO RESPONSE ) ( A UDIT CLOSED) The audit of this account is marked closed by the Court. THE COURT: J In t4t Qtnurt nf Qtnmmnn Jltuli nf lIuli4ingmn Qtnunty. 'tnnliyluuniu.ODrp4uns·Qtnurt llittililntl ESTATE OF No.__6......3::;...-_6....:..9_-8_9:.....4:-_ Blanche G.Philips,In the matter of the First and Final deceased.Account of Hero]d R.Phil ips Executor ADJUDICATION AND DECREE And now October j70 ,19-1Q..,this matter come on for hearing, audit and distribution a't this session and testimony token;and thereupon,upon due consideration thereof the balancg for distribution in the hands of the Accountant is determined to be $23,9),5.0 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 mode a port hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg._ SCHEDULE OF DISTRIBUTION 46.14 $23,945.08 Balance per account --.:a_s----..:c--.:o;..;;r;..;;r:....e:....c:....t:....e:....d~1 Additional debit asked at audit Additional credit asked at audit Balonce:_ $23,7$6018 235~o4 '.$23,991.22 Hazel E.Philips,Dorothy M.Philips,Ruth Wayne', Ann Baumann,Sally Cic~h Wanda Faust and Kather- ine Thompson,to each an equal shAre of jewelry, held in kind and distributed as such at the appraised value, brother,1/2 residue,credit accountant for funds in the advanc ed prior to dis tribu- 100.OQI $22,412.53 $22,512.53 153.00 1237.55 11206.27 1206.26 Deduct Clerk's Costs &Receipts _ A~romey Peacock Keller Yohe &Day Harold R.Philips, to be taken by the amount of $7500.00 tion by the Court, Earrell E.Philips,brother,1/2 residue, Russell Marino,Agent,transfer inheritance tax,$1234.83 Interest from 10-15-70 to 11-8-70 2.72 Guenn Shaw,specific bequest of chest of Ster- ling Silver,held in kind and distributed as such at the apprais ed value, No balance I ) (I"I -!It.' 0 ~" ~ ...:;-z J •n (",....p 0 ::rc(l) v-tt a 3 rY~~0 0 0......fI ;:::t '"' ~0 ~ ... t s:- == (l) It ~& ..!J ..tltl) tl) I I co.:::r-0z CV'1 c::..--.0::t-".,c...._. 0 c::;;_1 _J I'!CV'1 W ..........J enI- I c...J (j) _t...;c:::J :::::>::r: Clu....r-.. (j)« ...J a.. ...J:;-0...r-..o U._o:Z:oa;:t-W (,;) f-Z:::Z':x:ro(j) UJ <t C::::;':r r \ r \. ). r r Flirm RCC-33 RESIDENT DECEDENT ----"..._--------------------;----------......" .COMMONWEALTH OF PENNSYlVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ,WASBING.TQN . IMPORTANT:This return must be completed in detaH and filed in duplicate,.with will attached,with the' Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension·is granted by the Secretary of Revenue.(Section 703 of ___th~_Jnllerit~nce_an!l,E.Elt~teTa)c A,ctof 1lH'l.) ~x IN THE MATTER OF TUE'ESTATEOF '}..AFFIDAVIT OF ------_~~=~~:;!,!~~f~---------;:;~. Late of , ,gi:,,.,,.,"".."i...County State of P§P.nsylvan.i.9,,.,~:..}."~Q/.. ~..ty .fW"§-~~~~~:::------:___-JIll>:Qld.R.P!liliPS?~ of the estate 0(the'above-n3med decedent being duly sworn,depose and say .................................Executor Decedent'died ..(~~~~~.......}~l.'19(~~)...{~~~aVing a last will,copy of which is hereto attached.} Name ~nd address of attorney or} other authorized representative to. whom all correspondence should be mailed. ..:Peq.cQck~",..Keller.&Yohe".".",",,.,.."."""",.""".."..""",,.",..,,'.. 68...7QEal:itBeauStreet..Washington.Eennsylvania1530,L, That·as such ~~~.Q.\;tt.Qr.deponent is familiar with the affairs of said estate and the property con- (I';x"c\ltor-Admini~trator) stituting the assets thereof and their fair m&rket value. That at the time of death there was no safe deposit box registered in decedent's individual,name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the followin8::- NAME AND ADDRESS OF BANK OR OTHE~INSTITUTIONINWHICHDECEDENTRENTEDASAFEDEPOSITBOX Western Pennsylvania Nati~nal Bank Finle ville Pen s vania THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT .HOLDERS TO..DEC~DENT "A"and "B"That the contents of ",aid safe depos;l.t box or boxes are itemized under Schedules [of this return,with the exception of the folloWing,for the reasons hereinafter set forth: That Schedule A atta~hed hereto and made part hereof sets forth full v and in"detail all the real property in the Commonweal th of Pennsylvania of which decedent died haVing an interest therein.It also 'sets forth the mortgage 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 prOVided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth 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 0 ther insti tutions,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 prio~to ,decedent's death in the case of'savingS banks,and~to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-..,IdebtednessoftheUnitedStatestothedecedent;all obligations,whether by statuteo~agreement they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any foreign JCountryf lwhich <a';e ~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 nature,left.bydecedent,together with the fairly estimated market value thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent at the time of death,and all prol)lissory 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 race value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation 'as to each item;all moneys payable to the estate from life insurance policies carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. t • 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 may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.,It should also set forth in itemized form,together with ,the fair market value thereof,any other property owned or bequeathed by the decedent at the -'-time'of aeath.~ ., The Schedule C attached hereto and made part hereof sets forth a tru~'anslver :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 posse~sion'''ot''enjoymentat or after death,said schedule sets forth the nature and value of such property,to,whom transferred,'the 1"",1 ,,' 'relationship of the transferees to the decedent,the proportionate share receiven tiy each transferee and all other facts of a pertinent nature ,r~g~rdiQg saJg~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-copy of the deed,trust agreement or other instrument creating the trust.Ther~is also set forth in said schedule a list of all property,real andpe~sonal,with its value,which pa~ses 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, '--"..................------1;,.'-'---'-"with a copy of the,in,s trumeJ;lt creating S?ch power attached to the schedule. -'-,1.,",~L1~,,1"L ~-;i,<:~~_,'~~,~'" 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 d~a~hL~the,natureof their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the1 name,Ilddr.ess and;:rela~!9qs!:liP'L~~:8:!.'¥' of co-own~rs to the decedent~~L '., 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; ~ami¥y-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,chargeable for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein" have been carried forward and properly registered in the Summary. (Street Number) ".G.a.st.Qny.ille~P.e.nns.yly.ania 1.5.3.3.6 . (City or Town and State) .~.7£tj ~. (ExeC1.£tor-Jl~~ ...:J?9..~?..~_.._.. Subscribed and sworn to before me this .. ................~..?..7Jh.,".,",.,."day of pn.JJ,ar.,~19 7..0..~.~..2SJ~_ Mary Jane Smith,Notary Public WaShington,Washington County,PI. My Commission Expires NOTE:Befor~eb~~~hfAg1~;Tidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.,Also make certain that column #1 in the "Summary"has been properly completed as above-directed. \ RCC-34,(HI4) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. 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 whi ch the decedent took title;If a farm state number of a- cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. ALL that certain lot of ground situate in Union Township,Washington County,Pennsylvania,known and designated as Lot No.28 in Block No.3 in the West Fry Heirs Plan of Lots,as laid out by John Percival,which plan is called the Heirs Addition to the West Fry Plan of Lots in Finleyville,Pennsyl- vania,and recorded in the Recorder's Office of Wash ington County,Pennsylvania,in Plan Book 2,page 131,upon which is erected a two...story frame dwell- ing and outbuildings. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3\ DEPARTMENT VALUATION CAUTION (Do not write In this space) Insert this total opposite "real property",Schedule HA"in the X X X X X "As Reported"column on the last page of this return.12,500.00 RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta;gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.. stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate or or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No•. 1. 7. 8. ITEM List and describe fully Household furniture and furnishings Costume jewelry Silverware 1968 Chevrolet Impala Last check •State Department of Public Education Pittsburgh Teachers Credit Union Bellefield and Forbes Pittsburgh,Pa.15213 Western Pennsylvania National Bank, Finleyville Office,Savings Account No.1643 Western Pennsylvania National Bank, Finleyville Office,Checking Account, No.~-05-2-442582~ ~* UNIT ESTIMATED DEPARTMENT VALUATION VALUE MARKET VALUE (Do not write in this space) 960.00 bf/~ 100.00 /)~v 153.00 O1</"1<J 2,200.00 'oKj1:J 523.88 10,434.58 2,969.73 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 19,461.19 RC.C-36 cm~mN'mALTH OF PENNSYLVANIA :rIUNSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRA.NSFEllS (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)~o (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)No (a)Was there any possibility that the property transferred might return to transferer or his estate or be 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)~o (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No '(6)If the answer to (5)(b)above is in the affirmative,state whether the right wa~reserved in decedent alone or others ---:-__ •(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)~N~o~_ (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)Not required 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 de~d or.instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts ori which said claim is based. NOTE 3:List ,applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION ~ONE MARKET VALUE (Estimated) NONE DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.NONE RCC ..38 C1MMONWEALTH Of PENNSYLVANIAT~ANSFER INHERITANCE TAX . RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name I unit Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,where Real Estate.! NONE percentage Estate Share Valuation NONE DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 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) COMMDNWEALTH OF PENNSYYLANIA • TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES , BENEFICIARIES AND ADDRESSES ,RELATIONSHIP SURVIVED(If step-children or 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 Harold R.Philios Box 23 ., Gastonville.Pa..15,336 Brother Yp!=:1/2 rl"!=:irllll" Earrell E.Philios 1942'Denison Street Pomona California 91766 -.-."Ip.r Yp!=:l/?Y'1"!=:irllll" Hazel E.Philios 6005 Librarv Road Bp.thp.l p~rk ,...,,i~1!11012 Si!=:tpr-in-l~w YI"!=:Soecific item of oersonaltv Dorothv M philin!=: Box·23 Ga~v illp.,Pa 15336 Sistp.r-in-law Yp.s c<.ifi"itpm ()f!"lpY'!=:()n~lty. Guenn Shaw 4008 Laurel Hill Road Ralei£lh.North Carolina Friend Yes Chest of silvp.r Ruth WaYne 114 Kenova Street Pittsbur£lh.Pa.15211 Friend Yes Jewelry ,Ann "R~ 721-Roselawn Ave Apt D-5 ( ,Pittsbur£lh Pa.15228 Friend Yes }Jewelrv ,Sally Cicci (I ,, 'R n #1 Rinlpvvillp."P~_1!1.~~?>-, Friend Yes Jewelrv ,Wanda Faust '' ,%Ashton Brownlee ~ W~~m~§i~n 'lpust .I::S~lldlJ;11 Friend 'Yes Jewelrv-as m on ennsv vam 15301 'K ".Tho ,1373 North 1st Avenue ( 'Upl~nd.California 91786 Friend Yes Jewelrv Crossnore School Inc ,Crossnore. North Carolina None Yes Decedent Is clothing ( h Deponent further says that all the above-named beneficiaries are living at this time except below:rqone NAME DATE OF DEATH RESIDENCE <,(,, II (Executor-Administrator :--;-must complete "As Will t No. r Reported"column #1.)...,Year ............Administration ......., ( II GJ ~'"t::l ~......(I)(I) -<(.IS THE 0 Il:>...Il:>'"::l V>.....,('V>V>0 r'Cb'::l '"t::l ~IATTER OF THE APPRAISEMENT c ((~...~... ~ ,Il:>V>0><'"t::l'O('(,r'Il:>...(I):1 r::r o ... ((OF THE (,c (;-''0 ~( r'r'('~(I)... (ESTATE OF ((((,V>r-+.'r-+'< ~(,Il:>r-+(I) .BLANCHEG.'..PHILlPS. Deceased Late of the Boro.u.gh.of..Finle.yville, r'c (]n p (,(1 ,;(-. (((((( COl1n~'of Washington.I n en ....................c:~~ Commonwealth of Pennsylvania >:~,---0-<II ..I W en enI;-,l':)l':) ~?"'?"'?"'I REPORT AND APPRAISAL I ()r5 ~~",...,~"~~(•(. ((((i'>,II ~~~~~~ :-:w :Z :1-''1-'> :1-':o :co 't-.:>V>,.:l:i ~~~:CD .'~:O1 (1)-om ([)..'0- .Vd •'{y)N0.LtJ NI}i S\f M II :0'):0 0 ~ ~:1-',1-',0 ...•!II ~(t $lllf.l,,10 }1l LSI~:lU :1-'.:1-':0 c.. "~Ii.~~~.i '.,•~,-'CD ::CD :0 ~ J)~~}I\'"TI:-1 S SnB ,'l-I ~'~1 1 l'\(h (' ';I i'",(, >--,"'.L O.OJ ~lV ,B i Intf OL ~:~~~~~ ('~,..'~. ~~,:",:..........r .('>~::~>.(:":('(,in',·...-,:~'r-" ]~~'"c':'~'~', ~~~>~'--i,..,:.,(',>>;-,::'U,,'"..J ~.~~:~"l <':.........>-->--,('(, ;.',',~..'fi:'\~()~~ ('.-.:,'(( c'((>-(~'0-.:0 3~c-...,. '_.II ...,'>((I,,1 ~I ..'"0 g,,((,:,.) ~~C::l~L "~. , RCC-Sl (2-64) COMMONWEALTH OF PENNSYLVANiA DEPARTMENT OF REVENUE BlIREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT HAROLD R.PHILIFS IN YOUR RIZPLYr'PLEAOE RIZFI%R TO 37-244-6 J In Re:Estate of B_L...;M_IJC_HE_i_'_G_._P_H_I_L_I_Fs_'_ ______\\l_AS_HI_NG_T_<1_J County _File No.63-69-894 Dear Mr.Philips: You are hereby notified that the original appraisement in the estate of Blanche G.Philips has been filed in the office of the Register of Wills of Washington County on April 24 ,19 70.Said appraisement reflects the following valuations: Real Estate _.......--=1::;2~,~5.;OO.;;;.:..CO~_ Personal Property ~1~9~,~4~6=~~.=1~9__ Transfers ----------------'="""=T::-~~-Total --3o:::l:;.;.:..;.l9~6l=-.:.o:l;;..:9- 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 deatn,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 ~Ap,l;;;r;.;;i;.;;1~2..4......:1=,.9:..1,7.....0 _Signed ttl R ~,2.7ir./ce Title VI.E.CHANEY,CHI APPHAISER(j DATE OF DEATH:July 15,1969 Note:This is not a bill. , COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY estate of PHILIPS, (Last Name) BLANCHE (First Name) G. (lnitial) DATE OF DEATH 7-15-69 FILE NO.63-69-894 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:__-=04=-·-..:::2=4,--.!,.;70~_ 07-15-69 REPORT OF THE REGISTER OF WILLS It the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect" fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS -_L 31,961 19 $~:I"'lUU uu 19-.L.61 19 31,961 19 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $1:1 'lUU UU $+__- 19.461 19 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 $-+__ Tax on $-+-__ Tax on $---------+--Tax on $-4-__ Tax on $-+-_+ Exemptions========*=== Total Estate I--_ TOTAL TAX 2% 6% 5% 15% COMPUTATION OF TAX $---------4-- $---------4-- $---------4-- $------4--- $---------4-- $--1.__ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months 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 $...JL.- Add interest at rate of 6%from to $-~t=TOTAL TAX BALANCE $----~,PAID $...J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..B~AN~F.IE;.q~..r m:l:.]:p$.. Deceased Late of . County of FINLEYilI LLE WASHINGTON................ Commonwealth of Pennsylvania REPORT AND APPRAISAL '. .' , COUNTY W.l.t.~h.?::!.Jg.t..9.I.:l.. FILE NO..???9.:.??.4.. Form RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.171 Z7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX .~APPRAISEMENT DATE ...Apr..U...2.4.~....19.7.Q....... Whereas,~.~~.T.l~.f.1.El 9:.~~f.1.:i.~.:i.p.?late of ~.f..;i.r.1.:l,.E,lyy~.:l)::~. in the County of W?:.s..h:io.I,lg.:t.9..D:Commonwealth of Pennsylvania,having died on the l5.t..h day of J.JJ1y 19.69 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,J.f.~.J}..~G.h2,nS'ly ,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 interest. Unit Appraisement Oescrl ption of Asset Values Made for Inheritance Tax Purpoles $ REALTY: SP.P.r.rlT)V nf C'p "A"~+.+.~h(>pr1 t"~nnyo~;12,500 00 -<- PERSONALTY: See copy of Schedule liB"attahced to aDpraisement 19.461 19 Total 11·rt61 19 I I I form~v~~hbl:'::~~h~w('r".~~Jl~:.~:;:re~~bY~~~~~..bove...~ppr~i~":?ei"?:l~ ~~i~r ......................................................-.~.(N\I er and St~~~t),Penna. ..BC;o>- WA.~HINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of BLANCHE G.PHILIPS Deceased. Late of F'INLEYVIILE...................................... Date of Death,t!.:tlJ..y.:J,,5..L.+.9q9 . Appraisemel!t Docket Vol.,3..7 . Page,2k4~6 _No 63~..Q9.":'::$.94 . Filed in Register's Office,.APr..::i,:J"?4.L.19 7.9. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.Ht Appra.isement, Appeal f,.om Appraisement,. Entered and charged, , ~ Form'RCC·10 ~.1 • ESTATE OF Blanche G.Philips AND AGENT OF THE COMMONWIiiALTH OFFICE OF THE REGISTER OF WILLS OF WASHINGTON COUNTY STATEMENT OF DEBTSj. AND DEDUCTIONS LATE OF Union Township DATE OF FILING APPRAISEMENT DATE OF DEATH ..:::J...:u:.=1'J.y-=-1.:;:.5~,-=-1.:;:.9..:::;6.:;:.9 _ DATE NO.OF NAME OF PAYEE REMARKS AMOUNT VOUCH,"" Guy Rogers,Depllty Register Trip to Monongahela 20 00 Wills Cery{ica1lRussellMarino.Ref!ister of Letters TestamentarY and hort 23 50 Rrhxri,.,A MaC'Beth Sr Alnnraisal nersonaltv 25 00 UT~c:::hi,.,crtn,.,r Rp.norts Aldvertisinp'of LetterR 14 00 n"ilv Rpnuhli"'an Aldvertisinp'of Letters 12 50 P"C"coll l\1T~Y'inn Rt:'p'i l=h:>r nf%ll ~Filinp'T .RoT AnnY'~i ~100 Marv Jane Smith Notary Fee 5 bo Harold R.Bhilins Executorls commission 1600 00 Pp~,.,n,.,1<l(pllpY'vohe &Day Alttornevs Fee 1700 ioo ~.11 l\1T~Y'inn Rpcri dt:'r of%ll R FilinO'account.1 A 100 UT •T U ,...,11 hill 11 SA SS Dr.Malcolm S.Stevenson Office visits 12 00 U""'+'7 l\/f",...,,'YY'lO"'+Cemetery Marker 1~0 100 H::l Y'nlrl R Philinc:::M~ne~adv'Wlf:d initially mis-79 50ceaeous1s Lila S.Vittone Garage rent 10 00 1:<'i,.,l"'"r"i11",P1 ::l,.,i,.,cr Mill Buildinp'materialR 'J.O ~Q Eauitable Gas Company Gas service for July 5 50 Hp11 '1'1"1--'--.-r .Tulv Rervi C'e A 170 Kaufmanls (Pittsburf!h)Alccount in full 2 139 Josenh Horne Co.(Pittsburf!h)Alccount in full 11 13 A+1::l,.,+i,...Ri,...hfiplrl r,A in fllll 4.4.14.0 - ~~',11"Oil (",...,.,...,nanv Alccount in full lr:;,AS Boron Oil Company Alccount in full 23 15 \Ti,.,1<pY'Q r ,1pt Exnense in nrenarinp'auto for ~lf -Lj. WpQ+Penn Power Company July service 4 32 (Continued) COMMONWEALTH OF PENNSYLVANIA } COUNTY OF WASHINGTON S.: I.HAROLD R.PHILIPS HEREBY CERTIFY,THAT.TO THE BEaT OF (L.S.) .oECEAI!lED.AS DEDUCTIONi PORD"",~&~SWORN AND SUBSCRIBED BEFORE ME THIS 7th 'r£1 «',:~,d,;,;£ MY I<NOWLI!:OGE AND BELIEF,THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF BLANCHE G.P1ULIPS INHERITANCE TAX PURPOSES. Mary Jjlne Smith,Notary Public Washington,Washington County,Pa. My Commission Expires February 28,1973 .. , f • ,~",• Ann Price Decedent's 1969 income tax David J.Mathies - Sewing Brokerage commission 35.00 25.69 805.00 Estate's share of 1970 real estat e tax 1%State realty transfer tax 00.'u 115.00 Russell Marino Pierre Klein David Simpson,Collector Inheritance tax Ora Philips Estate to clear title Kitchen cabinets,etc. School tax (Ringgold School District) 138.60 1256.08 141.57 Bowers &Sharp Heating Co.Plumbing repairs 159.00 Reece Williams Electrical repairs TOTAL 62.16 $7,764.4 Audit costs to be determined -euJhC{C~-