HomeMy WebLinkAboutOC1969-0938 - ESTATE OF GULICKQ!nmmnuUtfu1t4 nf JfUUBYIUUUiUf}55.mU5~ingtou Qtonntg,
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,III the County aforesaid
J
on the 20th.day of August A.D.19 69 ,before me,
Russell Marino ,Register for the Probate of Wills and Granting
Letters of Adm'inistration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
Blizabeth Gulick
late of Monongahe la in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
John GUlick,Jr and Ralph H.Schroder
the ExecutorS 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
John GUlick,Jr.and Ralph H.Schroder
committing unto Them the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring Them
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 20th.
day of Augus t III the year of our Lord one thousand
nine hundred and Sixty Nine
,
/AA/J",~..~,---d~
Register
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LAST WILL AND TESTAMENT
-OF-
ELIZABETH GULICK
I,ELIZABETH GULICK,of Monongahela,Washington County,
Pennsylvania,being of sound mind,memory and understanding,do
make,publish and declare this to be my Last Will and Testament,
hereby revoking all Wills and Testaments or Writings in the natur
thereof by me at any time heretofore made.
FIRST:I direct my Executors to pay all my just debts,
funeral expenses and costs of administration as soon as may be
conveniently done after my death.
"J
any of·the legatees,deVisees,or beneficiaries hereunder.
SECOND:I direct that all estate,inheritance,successid~,,
legacy,and other death duties or taxes of any nature which may bel
I assessed or imposed upon or with respect to proper~y passing unde~
II IthiswillshallbepaidoutofmyresiduaryestateaspartoftheI
expenses of administration and with no right of reimbursement fromlIi
THIRD:I give,devise and bequeath all my property,real I
and personal,of whatsoever nature or kind and wheresoever the I
same shall be situhe.unto the Western Pennsylvania National Bankj.
Monongahela,Pennsylvania,Office,INTRUST,nevertheless,for the!
I following uses,purposes and terms:
(a)If any of my children are under the age of
21 years at the date of my death,the net income of the common
trust shall be paid to or applied for the maintenance,education,
or support of any or all of my children under the age of 21,at
such times and in such proportions as my trustee shall determine
in its absolute discretion.In the event the income shall be in-
I sufficient to ~rovide any of my children with adeqUat~rnaintenance'rl
1,1 t"(}';:r')•f//i'{~-:-zt.,C:-/,l~~-<~~-d~/~(SEAL)I
_MPEST 8:SIMMONS G ...7'.1!I
03 TRUST BUILDING
ONONGAHELA.PA.
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education or support,the trustee shall invade the principal for
this pUTpose and such invasions shall be according to the needs
;.:;
of my children rather than according to any pro rite scheme of dis,ii
tribution.
(b)As soon as my youngest child shall~ttain
~the age of 21 years,I instruct my trus~ee to convey the remaining
entire principal and accumulated income to all of my children,
share and share alike,per stirpes in fee;that is to say,in the
event any of my children die without children prior to becoming
entitled to a share of the
Itrust,the entire interest
principal or rema~ning income of said
of such child shall be added to the
share of the surviving child or children,but if said child or
children die with children surviving him"then said share shall be
given to said child or children,share and share alike,per stirpesl
I
in fee.
I (c)In event all of my children die prior to
Ibecoming entitled to a ,share of the principal of the trust,then
I insurih case the entire principal and accumulated income shall be
distributed to the heirs of all my children who died prior to be-
coming entitled to their share of the principal of the trust,and
said trust shall thereupon terminate.
\
II
(d)I confer upon my executors hereinafter
named,and upon my trustee hereinabove named,power at all times to
sell any o~my real estate or personal property which may at any
time in their discretion be necessary,from all or a part of my
.estate,for such price,upon such terms,in such way and manner,I
and for such interests and estates as may be deemed wise,and to
Imake good deeds therefor to the purchasers thereof,without any
obligation on the latter to see to or be responsible for the appli-
cation of the purchase money,and to perform every act in the
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property owned by them free of any
the trust which individuals may per-imanagementofmyestateandof
lform in the management of like
1
II
II
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MONONGAHELA.PA.
nos TRUST BUILDING
~£MPE:ST 8<SIMMONS
trust.My executors and my trustee shall have the power to invest II
and reinvest,alter,vary,vest and change investments and re-
investments at their discretion and are not to be confined to what
are technicallY,known as legal investments during the term of the
trust hereinabove mentioned.
FOURTH:I hereby constitute and appoint Western Pennsyl-
vania National Bank,Monongahela,Pennsylvania,office,as trustee
under this will.
FIFTH:I hereby direct that John Gulick,Jr.,shall be
the testamentary guardian of the person of my daughter,Elizabeth
Ann Gulick,as long as she is under the age of 21 years.
SIXTH:I he~eby direct that Elaine M.Schroder shall be
the testamentary guardian of the person of my son,Leonard Joseph
Gulick,as long as he is under the age of 2~years.
,I nominate,constitute and appoint JOHN GULICK,SEVENTH:\'
II JR.,and RALPH H.SCHRODER,to be Executors of this my Last,Will
i
and Testament.
EIGHTH:I direct that no executors,trustee or guardian
shall be required to give bond in the proper administration of
this my estate,or in the performance of any of the provisions of
this my Last Will and Testament.
IN WITNESS WHEREOF,I,ELIZABETH GULICK,the Testatrix,
have hereunto set my hand and seal to this my Last Will and Testa-
ment,which consists of 4 pages,to.,each of ~WhiCh I have affixed I
my signature,this "/0,--;J.day of .~12e.c~~'1.'YL-,,{,...e/J ,in the year of .
our Lord one thousand nine hundred fifty-nine (1959).
TEMPEST &SIMMONS -3-
~03 TRUST BUILDING
MONONGAHELA,PA.
.....-"
The foregoing instrument was signed,sealed,published
and declared by ELIZABETH GULICK,the above named Testatrix,as
and for her Last Will and Testament,in our presence,who,in her
presence,and at her request,and in the presence of each other,
have hereunto set our hands as attesting witnesses.
II
'II
TEMPEST &SIMMONS
203 TRUST BUILDING
MONONGAHELA,PA.
-4-
Affi~autt (@f 1fxrrutnr (@r Abmtutstratnr
t;tat.r of '.rnn5g1uania.~55:
C!lnunty of .a5~ington \
Personally before me,the undersigned authority,a .Ng.tg.:r.Y.P..y.Q.lt~.in and for said
County and State,appeared J..o.hn Guli.ck.,.J.r:who,being duly
sworn according to law,deposes and says that he is the executor or administrator of the estate of
.......flJ.:t~.~l?.~.th G.y.J.:i:£t deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of...fl.J.i.~..~.Q.~.th...J~gJ.t~.k ,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named Executor Administrator.,-..../'!J /~
Sworn and subscribed before me this......!!..~.l~<_.'Grt
day 0:AP.r.·?Jt::·/L·..J ·1~~Z.Q ~~~~~A"~~t~~..
.....i £'TttE(It.~A"R~8;·m·· ·John dfJ.Xf1 c~,'!ff.
MO~ON~AHELA.WASHINGTON COUNmDDITIO AL INS RUCTIONS
MY,CQMMI",SIGN EXPI/LES hl.'Rlt 9 •j,9n1.AI)JJmBtAt6HTMymRi~~~~Ci~ped.fw:lmmthree months after appointment of personal representative.
2.A s~pplei'nentiif lllventotynfu\.i~r~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 $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
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ry:;
lJuututnrg nub "pprntatmtut of the goods and chattels,rights and credits which
were of p.JA..t.9J?~.!.h Q.Y.-.!.!sJS Jate of .M9..~g.~.g,.?:!?:.~..!.~."?.~.~~~..: .
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
REAL ESTATE:
ALL that certain parcel of land situate in the Third
Ward of Monongahela,Washington County~Pennsylvania,known
and designated as Lot No.245 in the "Home Place Plan",
recorded in Plan Book Vol.2,pages 190 and 191,records of
Washington County,Pennsylvania,and upon which there is
erected a frame dwelling house known as 1114 Fourth Street,
Monongahela,Pennsylvania.'(See Deed Book Volume 690 ,Page
~31)~$~,250.00
PERSONALTY:
1.Furniture and Household Items
2.W.P.N.B.Christmas Club Reimbursement
3.Long-Warne Ins.-Fire Insurance Premium Refund
4.Blue Cross -Refund
TOTAL ESTATE
y
338.00
1.00
43.00
21.60
$9,653.60
//70
iRS-t 9-7>3?
Inventory and Appraisement
IN THE ESTATE OF
ELIZABETH GULICK.......................................................................................................
Filed ,19 .
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TEMPEST &SIMMONS
ATTORNEYS AT LAW
SECOND AND CHESS STS.MONONGAHEL~r.15063DKY;~/~f~~_===""9 ~~'/~~'A'
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The within named Accountant being duly sworn according to law,depose and say that the above account
a~stated is true'and correc'tas ~~.__.verily believe,S
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day of """""',l.,l,(l1'~""""lll;JQ"""""t~"S1.",,,~,,
ETHEL R.BARKEY,NOTARY PUBLIC
MONONGAHELA,WASHINGTON COUNTY
MY COMMliSION EXPIRES APRIL 9,1973
Member,Pennsylvania Association of Notaries
Wa'shington County,ss:I do certify that I have given legal notice 'to all persons
concerned of the filing of the within account in the manner
prescribed by Statute and Rule of Court,as evidenced by proofs
thereof filed to No._h.__3~_2O'_::.37Q ,
W~my hand a~;al <eol th;Sm3lf?!!3:~"mm
day odJS.)li2t2Jt.'7tL~,,,,,,.191)-----U~---l1l~----Register of Wills
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.viA'HINGTON CO"PA.
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.The First and Final Account of JOHN GULICK,JR.,
Executor of the Last Will and Testament of
ELIZABETH GULICK,Deceased,late of Monongahela,
Washington County,Pennsylvania.Date of Death -July 25,1969
The Accountant is charged as follows:
PRINCIPAL PERSONALTY
To Amount of Inventory and Appraisement
From Income Real Estate to pay debts,
cost of administration and for
distribution
INCOME PERSONALTY
NONE
PRINCIPAL REALTY
To Amount of Inventory and Appraisement
To Principal Personalty from Sale
Balance
$493.60
9,250.00
$9,653.60
$9,250.00
9,250.00-
None
TEMPEST &SIMMONS
223 SECOND STREET
MONONGAHELA,PA..
TOTAL CHARGES---------------.$9 653 60o~,.~~==~'C",.~o ,,
The Accountant claims credit as follows:
Administrative Expenses,Preferred Debts,
Cost of Sale of Real Estate and Other
Debts and Taxes,as shown in Schedule "A"$2,653.04
BALANCE FOR DISTRIBUTION--------------------------------$7,000.56
.,
SCHEDULE "A"
'~;
ADMINISTRATIVE EXPENSES:
8/27/69
8/27/69
10/14/69
11/10/69
9/15/69
2/16/70
Russell Marino,Probate
Guy Rogers,Probate Cost
Washington Record Company
Advertising Letters
Daily Republican
Advertising Letters
Atty.Richard W.Look
Appointment of Guardian
Russell Marino,Filing
Inventory
Tempest &Simmons
Attorneys Fees
John Gulick,Jr.
Executor's Fee
Ralph H.Schroder,
Executor's Fee
Daily Republican
Death Notice
$20.00
15.00
14.00
12.50
158.00
3.00
475.00
235.00
235.00
3.35
PREFERRED DEBTS:
$1,170.85
11/10/69
11/12/69
OTHER DEBTS:
Ralph W.Ridge,Funeral
Expenses .762.30
L.M.Frye,Funeral Expenses 530.00
$1,292.30
11/20/69 Myers and Myers,Hardware
Bill 10.89
$10.89
TEMPEST &SIMMONS
223 SECOND STREET
MONONGAHELA.PA.
TOTAL CREDITS-----------$2,653.04
Il.
THE DAILY 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 l ss:
State of Pennsylvania
p Per:fn~a1p;eared before me,a Notary Public in and for said county and state.-----!~~okKe~~e;~~----,who,being duly sworn,d~p~ses and says:thaL__~-h~-------is
the ........_..of The Monongahela Pubhshmg Co.,a Pennsylvama 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:
___.9_~~~~~_~__._~_7.'~_L}~__L_~96.9 .._..._
Estate ot Elizabeth Gulick
that the affiant or the corporation in behalf of which ~_~~____is acting is not inter-
ested in the subject matter of said notice or advertising and t fit all of the allegations of
this affidavit as to t~~.~i~~:~la:~~_~~__12:t--t----.---._i~a~ion a~:~~~e....
Sworn to and subscribed before me this
---3~day of i!.~~__
_.'1¥__~g--__~.-.-----------------
Nota,y Public,Monongahela,WashingtorNMarv Public
My Commission Expires March 23,1970
II----EST.'flE ~T1CE -""E':'
Estate Qf ELIZABETH GULICK
Deceased,late of Monortgahela'i;~~hmgton County,PennsYlvania '~ers Testamentary upon the;,'\lC """'.""m,.,~,...,..gi e tUnderslgned,notice is hereby
mVaekne .0 those mdebted thereto to-ImmedIate pay t:those having claims o~~~maand topresentthemforsettlement.nds to~Or,~Ulick,Jr.,and
Ca p~J.H.S<:hrodero"Ex<;jcutors '
R.D.No.I,Victory Hill
Tempest &~f~~~~~ela.Pa.15063
ClYde G.Tempest Esq223SecondSt.' .
Monongahela.Pa:15063.oct.17.24.31,1969,
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W;lhington 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.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}SS.
STATE OF PENNSYLVANIA
Personally appeared before me,a Notary Public in and for said County
and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes
and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,
the officiaJI.legal periodical for said Washington County,published weekly
hav,ing its place of business at Washington,Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
COUNTY 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:
...........Oc:t.aber 23 3.0 19.6.9..
...........No:v.e.mbe.r 6..,.19..6.9 .
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the
allegations of th~.affid vit as to the time'me andj7ter of the publication
are true.0:::.tittv~
Swo/n to and ~before ·::·..:;·~...s;::-:·~:::::·:........Edit~;
i.....6ta day of..No.vember ,19 6.9..~~/",-;,---~)?,
..........~,(,.!.t.f.L..~~
Notary Public
KATHERI~E C.NICHOLAS,Notary Public
Wash,nUton.Washingtoll Co.,Pa.
My Commission Expires
November 1,1973
Estate Notices
The Register of WiHs 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.
•••• •••• •••• • ••••
I -,-.rH.Dec·d._!~=e-orMonon-gahela.WashingtonCounty.Penna..
Co-Executors:John Gulick.Jr..andRalphH.Schroder.R.D.#1.Victory
HIll.Monongahela.Pa.15063Attorney:Clyde G.Tempest.Tempest
&SImmons,223 Second St..Monon-gahela.Penna.15063
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<1tnuuty'it'un nf Ifunqiugtnu
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nf <1tnmmnu
®rpquuli~<1tnurt
<1tnurt-"llt--1--][.,"
In the mllJtter of the Audit of Account in
Estate of_.;:E:...:::1:..:i:::..=z:::..:a:!..b=e~t..:.:h,--"G::..:u"-,1=:1.,,,-·c=k~{No.1969-938··
TO THE AUDITING JUDGE:
Enter_-----!Ol.l.l.u]..Lr ~appearance for .Tohn Gul ;ck,:lr=:~::.ExA..~~;.\,C.;..ll.l-l.l,.t-'-o/...lr~-------
BY.~
17thday of September ,19~
N.B.-Counsel shall,by separwte paper,present a concise statement of each
claim,with supporting calculation o.f 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.
No.1969-938
In re Audit of Account in EstaJte of
Elizabeth Gulick
AUDIT
Jrutript fnr !\ppturUUrt
FOR
John Gulick.Jr.Exr.
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PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form J 4
Estate of .J~}.~.~.~?~:t:.J:l:9.~J.~~.~.
Deceased
No J2.~.2.~.~.~.~.
Fiduciary....~.?~!?:~.~.~.~~.~.?:J.!.=':I:~~~.':I:~P'9-
...................~.·§.<;:.hI.9.~t~.r .
Date of Date of
Decedent's death }.l::l:~Y.??.~..).~.~.~Grant of Letters A~gy.?.t.J.Q..1••J.~.9.~.
This is the .f~.!.?~~g~...:P.i_.~~J account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term N.9.n-.~.
._-----_-_.._-___.__..--_---------._--_._--_---_..__..-.:._----_..__.._----_-_.._-----.-----------.---------------_.--------.__._----.-.
Election to take
Under or Against will.(cross out one)
Date Election Place of;
Filed Record .
Name of surviving spouse ~~.~~.
List issue,where material:See name of Legatees below.
Did decedent marry after execution of will?(jndicate)~.No.Any children born after e~ecution of will?(indicate)
~No.If answer yes,name them N.Q:t ap.p.l.i~.ab.l.e....
Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
one':..fourth
remainder of trust
one~fourth
remiirider06f trust
one-fourth
remainder of trust
Trustee of entire
estate untii
Leonard Joseph
Gulick attains the
age of 21 years on
12/3/73
one-fourth
remainder of trust
Daughter
Son
Trustee for Leonard
Joseph Gulick,a
minor
Son
Pa.
Daughter
Leonard Joseph Gulick
8338 Burning Bush Road
Grasse lIe,Michigan
John Gulick,Jr.
R.D.#l,Monongahela,
Elaine Schroder
8338 Burning Bush Road
Grasse lIe,Michigan
Elizabeth Marraccini
224 High Street
Nutley,New Jersey
Western Penna.Nat'l.
Bank
List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause:
NONE
If partial intestacy,give facts:NONE
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 parag~9R~_C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?Yes...wbX
If any exception give cause:NQ}.1JL .
File copy of Notice .
and.date of maiIing ~.~.p..~.~~.1?~.~?I..J~.?Q :.
Is estate subject to'the filing of a Federal Estate Tax Return?!!.?.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.~.:?).!.~Q .c.:t.n.<;:J.JJ.<;l;~.~p.9.:y..m~)1:t
.on joint account in the amount of $1,887.87)
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant nQne .
Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts
of such claims;state whether they ore admitted to be correct;and whether the claim is denied.
NONE
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
Third item of Will names the Western Pennsylvania National Bank'
as trustee for any child under the age of 21 years.It should be noted
that one child,namely,Leonard Joseph Gulick,is 17 years of age,having
been born on December 3,1952.
Balance for distribution per account,
Itemize any additional debits not shown by account:$.z.,.Q.Q.Q ~.§.
»A~
Total .~dditional deb~,s (Add)Payment on '.£l'HHI_Tax
Itemiz~any addition,af credits not shown by account:
Total additional credits (Subtract)
Balance for distribution
$5.3-3.•.3D .
$None--..--_.___--.
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$.Q.,.4:6.Z .2.Q ~.
L-
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Entire balance is in cash.
,.
·.
If Family Exemption claimed by Petition,give place of Record:n-.<?~.~_ _..____..__..__.
If Family Exemption is claimed at audit,give name,relationship and basis for C1aim:n.Qn_e__.
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:
Entire balance of cash th~be given to the Western Pennsylvania
National Bank as Trustee for Leonard Joseph Gulick,a minor,until said
minor attains the age of 21 years,at which time the Trustee shall distribute
the remaining balarice of the trust to the four children,hereinabove named,
in equal shares.
COUNTY OF WASHINGTON,55:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly_...sl\[orn ..doth depose and say
that the facts set forth in the foregoing petition are true
to the best oL....._~.~~___..__.....knowledge and belief.
..........:--..?~.Q!y~..-----..to and subscribed before
m~this _ _day of.S.e.p.t.e.ro.b.e..L 19?-O .
S;gnotu,.~f Off;~.,.£..tkL...If...~
T;tl~of Off;C.,..~:.;~_
Office explres....-MONO~SAHfI:A;.WASH1NGTON.CUDNrt•••••.••••.•.•••••
MY COMMI~SION EXPIRES APRil 9.1!7l3
M~mber.PennsylvailiaAssociationof Notaries
And your petitioner will ever pray,etc.
•~!'"'~..
•
No.J,~_9.~::2J~.__
Estate of Elizabeth Gulick.---------__-_._----------..--.
Deceased
Fiduciary_..;J.Qhn_..~!JJ.;i,_~J<;_,.--J..:r.-.----aD.d----.-
_._.__~_~_~p..J:l:._!i:~~_I::~_?_~~E __.........-
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.
-,
"
~..
'Vd "00 N01~HIIHS\fM
Slll!i\j 0 tl 31.SI~:3 U
ON1'(j\!I'\'-i"\3SSnl::l
2h I ~~d 2 J30 GL
'(1....:]'-'1 I ..1....,.~1 l _.J
\'
\.'
J.Q..-~,-------.,t----------------------------------""----
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA
ORPHANS'COURT DIVISION
necessary papers in this estate.There are no debts.The entire
balance to be distributed is in cash.And there is one thing I want
)
)
)
)No.938 of 1969
)
)
)
TEMPEST &SIMMONS,ESQS.,of Monongahela,
Pa.,representing the Accountant.
Thursday,September 17,1970,at 10:00 o'Clock
A.M.,EDST.
HEARING ON-A UDIT
THE HONORABLE P.VINCENT MARINO,Judge
of the said Court.
ELIZABETH GULICK,
ESTATE OF
IN RE:
~Deceased.
~..I>-IIIZZIIID.
i~BEFORE:
z·xlit;
~APPEARANCES:
~!!!
Q
..I«UQ TIME:
:;)
"'I
~til
ui~THE COURT:Num ber 938 of 1969,"the estate of Elizabeth Gulick,l-ll:oD.~deceasea.The Executor is John Gulick,Jr.and the attorneys 'are
l-ll::;)8 Tempest anddSimmons.Mr.Tempest?
..I«~MR.TEMPEST:If the Court please,I,~ave prepared all the
II.o
\\
Cae
to call the Court's attention to in the Will.It states that if any of he
children,and there we re four of them,are under the age of 21 years
at the time of her death,that the balance would be distributed to
Western Pennsylvania National Bank in trust for that child or those
2
children.'The re is one child under 21 yecrs of age and that is Leona d
Joseph Gulick,and he;will be 21 years of age on December 3,1973.
So the estate would have to be awarded to Western Pennsylvania Nati~nal
r
I
~.'"'"'.
i e
Bank in trust for Leonard Joseph Gulick'according to the Will.c Now
the Will also named Ralph E ..Schroder as a testamentary guardian ( f
this child and he lives in Grasse He,Michigan.Now the appointme t
has bee n made in Michigan appointing him as the testamentary guard 'an
they asked me to ask the Court whether or not they should prepare s me
kind of acceptance or prepare a receipt after the award was made anti
of this minor.I talked to the Western Pennsylvan~a National Bank an~
t
0(z~g
zZIIIa.
i~l!lZ
XIII~
ti they will do what is necessary.
~lIl'a THE COURT:We will give the matter consideration.There...0(
6a seems to be actually a conflict there because nammggthe bank as
:::I.,
5 trustee for the minor would appear to be just an inadvertent error
ai0::III:t~III0::...
0:::::IoU...0(
6ii:II.o
because it's evident they don't a~hcipate administering this fund in a
trust nature.They actually meant to appoint the bank as a guardian.
And if that be the case,then there is a conflict between the appoint-
ment they made of the bank and the appointment of the testamentary
guardian.We will resolve that and we will be able to make proper
dis position of it.
MR.TEMPEST:There are no debts.
THE COURT:Is there anyone else in Court interested in this
decedent's estate?•
(NO RESPONSE)
·.;r
THE COURT:
Court.
The audit of this account is ordered closed by the
( A UDIT CLOSED)
I hereby certif(]i that the proceedings and evidence are contained,
The foregoing record of the proceedings U'POI the hearing of the
,f.'
:!z«~fully and accurately in the notes taken by me on the hearing of the above
VI •
Zz~caus e,and that this copy is a correct transcript of the same.
ie"zxVI~.
ti~VIC
.J«,
UC:l.",
uiII::~o0.IIIII::
~'.~above cause is hereby approved and directed to be filed.
u
.J«Uii:'"o
J
In t4r Qtnurt nf Qtnmmnn 'lru.a nf lfu.al1ingtnn Qtnunty,
Jrnn.ayluania,®rpl1an.a'Qtnul1 lJiui.ainn
ESTATE OF No.63-69-938
Elizabeth Gulick
deceased.
In the matter ofthe Fir s t a nd It'ina1
Account of John Gulick,Jr.
Executor
ADJUDICATION AND DECREE
And now DAcember L ,19~,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof6thfut:~lql')cefor distribution in the hands of the Accountant is determined to be
$ ,7.cb and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordan·ce with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
SCHEDULE OF DISTRIBUTION
Balance per account _
Additional credit asked at audit
Balance~-:-_
Deduct Clerk's Costs &Receipts'--_
Attorney Tempe s t &Simmons
$7,000.56
533.3<
,6,)+67.26
19.50~~76
$6,447 •76t!tuh·(fl.e
Western Pennsylvania National Bank,Testamentary
Trustee for Leonard Joseph Gulick,a minor,unde I'"
the terms of Paragraph Third of the Will,balanc ~,
subject to further accounting,641-1-7.76
No balance
38-----
2/~it
III
t"o
We
. r
Form No.RCC·62 (2·64)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.J
EFFECTIVE JANUARY 1.1962.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)
OFFICE OF THE REGISTER OF WILLS
County of \Y~~.~~!1.~~~A .
. .. . .. . ...,T.o,lPJ...G\l;I..~<;:1<.,...,T.r:~'of .~.•.I1 ~ff.l.2 •MQI).~I!gfi.l1Y ;I..a.2 ••P.~J).ACJ.,":..
(Name)(Address)
being duly ~~_?.!_E:.according to law,deposes and says that he is the Exec_ut_o_r._
.(Exec.•Adm.•Legatee.E,C.)
of the estate of :gJ_i_~_9J~_~_1b.__gJJJ.j.-~k whose last ~esidence was _JJ._1A EQJJI_th St_re_e_t _
(No.)(Slreet).
__M_9..n-.<2!!.K9.:h-_~1_~,X?--_~deceased,and that the whole of the estate of said decedent,who died -!-~_!_Y.:__}~_L__~_~P 9
(CitY.Borough or Township)(Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT.
WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES A~m RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
Lot No.245.Home Place Plan.Plan Book Vol.2,Page 190
Monongahela.Washington County,Pennsylvania
Dwelling House erected thereon know~as 1114 Fourth Street,IlL
~$
0,~1 f~
Monongahela,Pennsylvania ,9,250.0~\#
J."0 1 -~",(O,J.I ~f//l~L""'~$9,250.00,-(,7 1J ~~~:).byJII»"2./,-~tKJ ~v fj/
l)
Personal Property /-d./\1.Furniture 338.00
2.W.P.N.B.Christmas Club.Refund '"'/11-3 .1 1.00
I -
3.Lon2:-Warne A2:ency -Fire Insurance Refund 43.00
4.Blue Cross-Premium Refund 21.60
TOTAL $403.60
,
-
NOTE:You may expedite the processing of this return by filing with it,and as a part of the return,
letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the
decedent as of the date of death.Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicat~clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account,account number and the exact name or names in
which the account is registered.
f:,
Jointly Held Property ~,,~~2/;;'.f)Estimated
(Joint Bank Accounts)\A Value
r~~t('~;...""l.W.P.N.B.Acct.#189-980-208 in the name of'Elizabeth
Gulick or JOHn Gu11Ck,Jr.~.A~",-.-7"1$925.02/)..-:';1-5'
v "'"
2.First Fed.Savings and Loan of Monessen ;~/
Acct.#S200l34 in the names of John Gu11ck Jr.or Mrs..I~~Elizabeth Gulick.(,.:.1,.,~;~J.-~4 962.85
tI<JI ,.,Fool ",/
Address of John Gulick.Jr.
R.D.#1 Victory Hill
MononQ"ahela.Pennsylvania 15063
Total -Jointly Held 1,887.87
'.
Transfers within TWO YEARS Prior to Death
NONE
'...~
\,
-.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of
another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
NONE'
-
BENEFICIARIES
der]
nde
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
l.W.B.N.B ..Trustee for
Leonard Joseph Gulick,a
minor Trustee Entire Estate
2.Leonard Joseph Gulick
8338 Burning Bush Road ,C:nn yes Trust.until he',Glasse Ile-,!,!':',~attains age of 21
.i.1/41"'........,'...a"ll
of remainder
3.John Gulick,Jr.Snn Yes one-fourth remai
R.D.#l,Monongahela,Pa.
4.Elaine Schroder
8338 Burning Bush Road DauQ"hter Yes ~me-fourth remain
Grasse lie,IVI ,,gall
5.Eli~abeth Marraccini
224 High Street DaUllhter Yes hnp -fnlIrt.h remainH.l'>.T T~~~••
"'~v ~~I'•~'/
j
DEBT OR CLAIM •NATURE OF SAME '*.AMOUNT
001
001
OOi
50\
001 c501",
001
OOi
OO!
89
135
100
1
00
20
15
14
12
25
1
25
35
158
10
3
3
235.00
235.00
See Note below
Family exemption (will not be allowed unless I,
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
Fiduciary Commission
OTHER DEBTS AND CLAIMS
Russell Marino,Reg.
Guy Rogers
Washington County
Daily Repblican
Tempest &Simmons
Gloria Ricci
William H.Bran
Robert P.VanVo
Atty.Richard
Myers and Myer.s
Daily Republi an
Russell Marin
Ralph H.Schroder
John Gulick,Jr.
Ral~h W.Ridge andL.M.Fr e Funeral Homes Funeral expenses paid $1,292.
Rs.'3IDE~T DECEDENT DEBTS AND DEDUCTIONS CLAIMED
Total
/
Note:The.estate agrees to advise the Regis~er of Wills if the amount actually paid in S,e/ztlem,ent f any fee,c mission or debt is greater
0'I..,than th,..t,ma""amount d ..m'"~d allow"'..<if.-f f rL'_-_Lr
Subscnbed and sworn to before me thIs -!I.~......... .."..,/ /(Executor-Administrat
.................00 ..00'day of ..,Ap,r.:i..L....00 ..00'19}Q //R D #l V;ctory Hill~jf",.n .
•••••'.'•.~.~'N(~:,Ki~s·~~:GATRoyN·PCUOBU~N'!.'Ty·• ....~.~~.C?~g.~~.~~~;~:~t.;;;;e;:~~?q ~~.(City or Town and State)
MY COMMliSlflN EXPIRES APR"9 1973
in conformity with law on this
·.··4 .."4*-.ijlfra{s~r
In the event that any future interest in this estate is transferred in possession or enjoyment to coliat 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'inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF T)Hj1l}EGIST
I,the undersigned duly elected Register of Wills in and for.(.t:.L/..a-".UU--K:-<Lt',~':?':"':-:"':County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by depo t,except as to those items where a greater or lesser amount::~o~th.;LI::~~~':i.'.:;;~;.'~h~d~l:.abo..,whi,h greate,I~"~~.~7t.~;;;;~'~~~~....
~•.~.Register of Wills
I 'Fo~No.RCC-",,_'"
I!..Will l Q '}(7 .(j'
:Administration SNo.".t..:J.<J,, , •Year !P.".
I ..
'IN THE
MATTER OF THE APPRAISEMENT
OF THE
'ESTATE OF,.
ELIZABETH GULICK.......................................
Deceased
Late of N9P-.qI.1g,Cl:J:1-~.~<;l"..~9-••,,•,,••,•••
c;).
~
--.
~~~r:2:
-0,'Cl>(n
o ......~o ~._~_
.,~'~f!
-i..-:-.,--.,\•/County of ,...~~~J..J1gt,oT.b::~..:..~, ,:....~.":;po -
.l,.>-m'~~'11 .t"_'_.<.n 0''--,.1Commonwealth-nf ~y~n.sYlva~..~_
::;;:~-i ~~fn-i"-~-
-.....<'")n"\1"-";',"""""1".'~-.•~"r'~:~1-"'1 ",';"','r~'<-'~
REPOR~A~D<APP~~~SKLI-i ....._••p
·-J!l't
TElVIPEST &SUdMONS
ATTORNEYS AT LAW
SECOND AND CHESS STS.
MONONGAHELA,PA.15063 ,.-
--
Form RC C·1O ~3-t9 ..fj9 DEDUCTIONS ALLOWED IN J
•.3-lr ~~'I7-?THE SUM OF ............$i3~f.-!~9fOFFICEOFTMESTATMENT0DEBTSiLl)..REGISTER OF WILLS AND DEDUCTIONS .-(~~..__._____.~Z()_OFWashington ."COUNTY DATE APPROVED ........
AND AGENT OF THE COMMONWEALTH ~kj/-a it:"L;£~;££3-tY-Y..3P Q Register of Will•.Age.t
ESTATE OF Elizabeth Gulick LATE OF Monongahela,Pennsylvania 15063
DATE OF FILING APPRAISEMENT DATE OF DEATH JUly 29,1969
DATE NO.OF NAMi:OF PAYEE REMARKS AMOUNTVOUCH"""
lC 69
Au~.27 Russell Marino Probate &Short Certificates 20 00
Au~.27 GUY Rogers Probate Expenses 15 00.
Sent 13 William H.Brand Real Estate Appraisal 25 .00
Sent 13 Robert P.VanVoorhis Real Estate,Appraisal 35 .00
-.
Sent 15 Richard W.Look,Esq.Appointment of Guardian 158 .00
Oct.14 Washington County Reports Advertising Letters 14 .00
Oct.21 J.D.Woodward Tr~n<:-Fer T::lxe<:-Rp~l Est~tf'C)2 .50
Oct.21 Tempest &Simmons Preparing Deed 25 .00
Oct.21 Gloria Ricca NotarY Fee 1.50
?\T nv 1 n Ralnh W.Rid~e Funeral Home Funeral Expenses -Michigan 762 .30
Nov.10 Daily Republican Advertising Letters 12 .50
·Nov.12 L.M.Frye Funeral Homes Funeral Expenses -MonongahE la 530 .00-
Nov 20 Mvers &Myers Final Bill 10 .89
19 17 0
Feb.16 Daily Republican Notice of Death 3.35
Anr John Gulick.Jr.Executorls Commission 235 .00
Anr.Ralph H.Schroder Executor's Commission 235 .00
Anr.Temnest &Simmons Attorney's Fee 475 .00
Anr.Russell Marino ReI!.Filin~Inventorv ~nn
I-I
Total $2,653 .04
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF Washington SlI:
I.John GUlick.Jr.
MY kNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E SfATEMENT OF DEBTS
ADMINISTRATION SUBMITTED TO THE ESTATE OF ElizabetlY Gu ick .
INHERITANCE TAX PURPOSES.
SWORN AND SUBSCRIBED BEFORE,ME THIS ---<->00::;"=:"::::""_
rOl .
Nota y Public _
ETHEL R.BARKEY.NOTARY PUBLIC
MONONGAHELA,WASHINGTON COUNTY
MY COMMI.SIBN EXPIRES APRil 9.1973
Member.P€nn:;Yiv;;Il'ijA~.~.,,;,.loll 01 Notaries
HEREBY CERTIFY.THAT.TO THE BEaT OF
RCC-Bl (2-64)
COMMONWEALTH OF PENNSYL VAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
IN YOUR REPLY PLEA.E
REFER TO
37-247-9
NOTICE OF FILING OF APPRAISEMENT
JOHN GULICK,JR.&RALPH H.SCHRODER
j
In Re:Estate 0 f -=EL=.::I=Z.:.::A=Bb:::.·{'T:::H:.:.-:GU:.:.:L=I:.:C~K:....__
_____W_A.._SH:.:,I__t__G....;'lD:.:.-N County -File No.63-69-938
You are hereby notified that the original
appraisement in the estate of Elizabeth Gulick
has been filed in the office of the Register of Wills qf Washington
County on June 9 ,191Q..Said appraisement reflects the
following valuations:
Real Est ate ~9:...l,'-:;:2::.,;5~O~.70..;;;O~---
Personal property __~~4~O~3~.~6~O._---
Jt.Held ~..,...=1:.L.,8::;.;8:...!7..:.•.::.87.!...---
Tota1 -'1l=,z...5.:.::41~•.::t4.J...7---
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date ----loJ~un~e~8~I~lu9~7.:.;O~----
DATE OF DEATH:July 25,1969
Note:This is not a bill.
'~C'39 i5-68)
COMMONWEALTH OF PENNSYLVANtA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
estate of GULICK,
(Last Name)
ELIZlI.BETH
(First Name)(Initial)
DATE OF DEATH---.:7_-_2::-5-_6....:..9__FILE NO.63-69-938
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Wash:ington
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:-:::0i::6-_0:::-;9S----77~0----
07-25-69
REPORT OF THE REGISTER OF WILLS
VALUE AS REAPPRAISED
$--------+---
Dated:06_-_0...;..9_-_70 _
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)
I,the undersigned duly elected Register of Wills in and for ~vashington 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.
CLEAR VALUE OF ESTATE 8,888 43 8,888 43
Valuation of life estates or
:~::~~~~~~~~~~;:.....:--_-_-_-_-_-_-_-_-_-_-_t=
FOR USE OF REGISTER ONLY
Tax on $_~%..
Tax on $8.888 L.'3 -C6'o/J-Tax on $5%
Tax on $10%
Tax on $15%
~~pti~s *
Total Estate----l-__
TOTAL TAX
COMPUTATION OF TAX
$-------+-.,..-$~I)~;·l:...L...j.l--'3'-.:::lO~
$-------4--
.$-------4--
$--------+--
$l--_
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::::t==
BALANCE OF INHERITANCE TAX DUE $L
Add interest at rate of 6%from_____to $----l
AMOUNT OF ESTATE TAX ASSESSED $---<L-
Estate tax paid $~l_$--11BALANCEDUEL-
Add interest at rate of 6%from t=
-------{to-----$-------.4
TOTAL TAX BALANCE $-----~PAID $-l
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 INo.
IN THE
......year .
MATIER OF THE APPRAISEMENT
OF THE
ESTATE OF
ELIZABETH GULICK
Deceased
).
~.
Late of .
County of
MONONGAHELA._-_---.
\'JASH IN}TON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
{.
•Flii NO...??..:?..?:.?.?...?.........................
Fonn RCC-2
DEPARTMENT OF REVENUE ~
BUlJEAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 12"7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
..
DATE ..~:t.lP.~..9.,..)/lJ9..
CQU~Y !.l.9:.~..r.4..~.~.c:l.r.:t..
Whereas,:J?:t.:i.:~.~)?l3.~h g~.~~~late of 119.l}9.l}g9.ht:).+.~.......................
in the County of 1:!:?:.?h~.t..'?r.L Commonwealth of Pennsylvania,having died on
the Z5.th day of July 19.6.9 ,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~.~.~..~g.~~.~.~,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.
REALTY:
Description of Asset Unit
Values
$
Appraisement
Made for Inheritance
Tax Purpoles
Lot No.245,Home Place Plan,Plan Book Vol 2,page 190,
-----------------------"---------'-~"O::----'-----+-----flI------_+---
Monongah ela,Washington County,Pennsy1vania.Dvlellin.a:
house erected theron knm'll1 as l:U Fourth St.9,250 00
PERSONALTY:~==:::::::::===-----------------------_+_--__4-----I-----
JT.HELD:
Furniture
W.P.N.B.Christman Club Hefund
Long-Warne Agency -Fire Insurance Hefund
Blue Cross -Premium Refund
118.00
1.00
43.00
21.60
403.60 403 60
W.P.N.B.Acct.#189-980-208 in the names of Elizabeth
Gulick or John Gulick,Jr.
First Federal SaviI1Ps and Lean of IvIonessen Acct.
S200134 in the names of John Gulick Jr.or Mrs.
Eliazbeth Gulick
925.02
962.85
1,887.87
Total
1,887 87
11.541 I±L-
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{;..,;2(./...~;;r ""..L ..~...................,Penna.V (Poat Office)
\'fASH.J.NQTON..........County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ELIZABETH GULICK
Deceased.
Late of
MONONGAHEJ..A
Date of Death,Y::tlJ.Y ?5.L.:h.9q9 ..
Appraisemel!t Doc~et Vol.,37..· .
Page,?47~.9 No ~?~.~9.~.9??.
Filed in Register's Office,eJ.~.E:!9 19..79.
A11l-Ount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo,ut Appraisement,.
Appeal t1'om Appraisement,..
Entered and charged,..
..
.~
I,
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