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HomeMy WebLinkAboutOC1969-0941 - ESTATE OF DOUGLASS--~-~..'-~..~.,-------------------------------- lIusqiugtnu Q!nuuty~ss: I,....:Rll.~~~J.:L ...M~.:r.tnQ......Register for the Probate of Wills and granting Letters of Administration,in and for the COlmty' of Washington and Commonwealth of PeJ1nsylvania: To .·~~·~8:•.~1.•.Yl:.~.~.~.~~.~. Administr~ri~f all and singular,the goods and chattels,rights and credits remaining unadministered,which were of .... ......~~Dl\J..~~~.~P~~~.~~.~~late of the said County, deceased,with a copy of deceased's will annexed,GREETINGS: Whereas,the said ...~etlll~e.~.Fo~...:o.~llg.1.~.~~. in Ifla.....lifetime,made)i:1.~last Will and Testament in writing, which was duly proved on the?~.s~•..day of l\\lgu.~:t......A.D.,I ~.9.~having,whilst .II.e lived,and at the time of f):,i,..s ..decease,divers goods and chattels,rights and credits,with- in the said County,by means whereof the full disposition and power of granting letters of adminis- tration thereof,is manifestly known to belong to me;Therefore desiring that the goods and chattels, rights and credits which were of the said deceased,_~xWJllJli.nXlFJ.1Ilf.fi~,may be well and truly administered,converted and disposed of according to the tenor and effect of the said de- ceased's will and according to law,I do hereby grant unto you the said. ...... ..... . . . . .....~ll:t.ll ~~.Y~.J.,13~ti.~~...... ......... . ................(in whose fidelity in this behalf I very much confide,)full power by the tenor of these preseJ1ts,to administer the goods,chattels,rights and credits ~x$. ~xe:d,which were of the said deceased,within the said County,as also to ask,collect levy, recover and receive the credits whatsoever of the said deceased,which at the time of .I1~~..death were owing,or did in any way belong to ..II:1.Il1 ...and to pay the debts in which the said deceased stood obliged,so far forth as the said goods and chattels,rights and credits will extend,according' to their rate and order of law;especially of well and truly administering the goods and chattels, rights and credits Jt:~~X~M~~which were of the said deceased,according to the tenor and effect of said deceased's will,and according to law;and making a true and perfect inventory and conscionable appraisement thereof,and exhibiting the same into the Register's Of.,- fice,at Washington,on or before the ....day of next,ensuing,and also a true and just account,calculation,and reckoning of your admi11istration,upon your solemn. oath to render at the expiration of six months,or when legally thereunto re- quired;and I do by these presents ordain,constitute and depute you,the said ... ....:Rut.h.:~'!.Val~nti.n~. administrat rix c.T.A..of all and singular the goods and chattels,rights and credits,1L?w:fd•. r~iJ.~t~~and which were of the said deceased,with a copy of said deceased's Will an- nexed,within the limits aforesaid;saving harmless and forever indemnifying me and all other of- fieers against all persons by reason of your administration aforesaid,and saving all others their rights,&c. 1Ju Wrnttmnuy DlIqrrrnf.I have hereunto set my hand and affixed the seal of said office at / Washington,the 21,st.day of ....£4.~gl,1,~t ..in the year of our Lord one thousand nine /nuzdred and..Sixty..Nine ..·.· Register. r-CD........ CD ~""'ICiJfn¢ Qat'rjs::(J)-It:(J)~t f-':s:-~g 0 c:::z.aJ":e _. :t::'0 :-1 ="Tj _.0 fn~>....""'I~~:fr'....--to Ci:.o :::s - i ",_""'.:'.j.I J~.' ./ IJ1'1.!i} Jj il -.j &'. . " .l} I ... "" / __.:........------iiiiiiiiiilll _ o u '".....c:eno...t'o •c:N.-.....c::J:V>.centot> 0::~~«",::;;;: .....0 '"....-Cl)0.0 .=•c:0......~~«to c:0::~0>-.·iii::~.~ ::>Eg.0 ~(J m >.'0:2z: ./ j\ffi~autt (@f txrrutnr ®r i\bmtutstratnr ~tatr of 'ruunyluattia } Q!ouuty of Itanqiugtou nn: Personally before me,the undersigned authority,a ..N.Qt.~.~.Y ..J~:!:1.p.Jj._Q .._in and for said County and State,appeared Rut:h E•...Va.lefit:ifie-who,being duly sworn according to law,deposes and says that he is the ~&:R&administrato~}':tttHe·es- tate of ...$.~m~~J f.!.-..P..<mgl~.?fL deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .S.amuel...F.•...DouglaJ?s 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 appr~ise~ent of each item made by»e above named Executor Administrator. ."Sworn",{fd'subscribed befor me this /...:.}~_TL L7 '/~/?~._d~ot~~~V··9 ..b..i.......········~~r.~~~c·~··t·~·~·~ ......7~~..:.. -.,•.:......ADDITIONAL INSTRUCTIONS 1.An:i~v~ntory must be filed within three months after appointment of personal representative. 2.A'supplemental inventory must he 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 Oopies 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 j ~uurutory aub !\pprainrmrutof the goods and chattels,rights and credits which "were of ~.~~~~.1.~.~P.q.ll.<J~.~.~.~late of ?~.t.~!~?;'g~p·.~.~.~P . Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS .Real Property Two acres of land containing a 1-1/2~story frame dwelling house and garage situate in Peters Township,Washington County,Pennsylvania $17,000.00 Personal Property Bank Accounts Pittsburgh National Bank,Canonsburg,Pennsylvania, Savings Account No.14046 Pittsburgh National Bank,Castle Shannon,Pennsylvania, Savings Account No.1786 Cash Constitution Life Insurance Co.-Check No.518841 Bonds u.S.Defense Savings Bond No.Q26759445E dated May 23,1942 -due May,1952 5"95 575.09 50.00 I$17,728.04 ,c,. \- " , ~ /</D~ ~3-0?-9tJ/ Inventory and Appraisement ::" /I':~IN THE ESTATE OF :."·1'i (I"I ,.'~~...~...(",'..'".f~,r.l .................""'1/..'·...••....··,1 .....,," "'/,/,l'(,'\\,.....SAMUEL F.DOUGLASS,DECEASED. IfI(IIt i i ~,I'11't •••••••••••••••••••••••••.••••••••••.••••••••••••••••.•.••••••••••••.•..•.•••••. Filed ,19 . !Ji~L~f"ft #V(n~c: 'T'=M;:;~.,(If fl;""""l ff-l C)p'!/'"'"""/;.0 ,'""0',..:.'0<.."'l'(S¢o "'~~~....9.7$~ "f""'~"q"""Q~0J .."0")c.o ~cz:= -..,. ""'0.::: ~-~ ..." ~r- n, o~" GREENLEE,RICHMAN,DERRICO &POSA ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON,PENNA. ....-5 tJl:(r:1S-3-(j~tll</ STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,depose sand sa)S that the above account as sta'ted is true and correct as ....she_~.verily believe. Sworn and subscribed beifore me this .__.!~.\ &~day of ._..........19-7t2--. ...~~~.~~-0 /z:;)a.-dJ!,.f!!-.r-.---r......~~:f~"/r'C:;-7~ ~..-rLfI~_____~~,_C-'-...--._------------.-.----.---__------__Ruth E.Valentine Washington 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 Co,uft as evidence by proofs thereof filed to No...~.3~16.-:..7_1-D--..-...---...ti . Witness my hand and official seal this__$Q c . day af ~(V\i.·::1910 J~-Jt.L~-------.-..---.. Register of Wills ~.~"0 .......... ~\....:::l 10 cd.....0 .....---6 ;l:l ~0 lO l:l ::l ::l 0 <l)0 ~'!)'<>....,.•;-,......c::t+-I <><>·i ;.~,.Uf .....]~<><,::J::L I 0 <11·~l,.__~'.....~.''"88:'0 :<l) \l~<l):5 .....~00 ~·f '1 0 flf'T ~b PI,..... 00 U l'l I:lWVlo',<l)0'?7 r:<.,::J::rtl 'c)<l)0 H H .....:E (II C9 ~:><~~r:i1 oi .....~~tEo<~H:HUS;:,ELI.l)1\\,\f{0 I:ld<11 0 ril:~p::;i ::l -.::l'i Eo<0 00'8:0 nrGlcTr.:P OF \JlLLS '"0"1;rn.,::J::j ~~'":I:l I H r:i1 nt:.,'d i-\cd ''cd ~.rij,CO",PA.0"1,~Ui 81 WASHINGTON l:l ...:rl <l)~i rili ~00 ..........rtlI:I H OJ ~H ';'b1J ~;,0l""l,ril Z .....<l) ~!~P:i <l):~~H ..c:~E-I ~~.....0:::i 0 1:1<:::)f00,,::J::'g \""4ciZ<11 ;:; f'0 '1 ..... " --_._-----'-.---- r..j '. ...) ~ \ ( "."-~ .' .......!,.,.~-....:...--.- ...... IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA. IN THE MATTER OF THE FIRST AND ) ) FINAL ACCOUNT OF RUTH E.VALENTINE,) ) ADMINISTRATRIX,C.T.A.,OF THE ) ) ESTATE OF SAMUEL F.DOUGLASS,) ) DECEASED.) No.63-69-941 The Accountant is charged as follows: To Amount of Inventory and Appraisement To Gain on Inventory and Appraisement $0.00 To Income on Personalty 0.00 To Gain on Sale of Personalty 0.00 To Loss on Sale of Personalty 0.00 To Income on Real Estate 0.00 To Loss on Sale of Real Estate 0.00 $17,728.04 0.00 $17,728.04 TOTAL ESTATE TOTAL DISBURSEMENTS NET ESTATE $17,728.04 5,654.34 iC $12,073.70 The Accountant claims credits as follows: Bethel Cemetery Corp. Milton E.Hamel Dr.Bruno Dr.Milligan Pine Lawn Horne Bethel Park Horne Pine Lawn Horne Bethel Park Conv.Horne Blue Cross of W.Pa. Bell Telephone Co. West Penn Power Columbia Gas Peters Twp.Sanitary Authority Malcolm Morgan C.Raymond Baird C.Raymond Baird Roger F.Dolanch Observer Reporter Greenlee,Richman, Derrico &Posa Burial plot Funeral Services Physician's services Physician's services Medication Medication Room and services Room and services Hospitalization Telephone bill utility utility· Sewage County taxes School taxes Road taxes Compo Personal Insurance Advertising letters Clothing Reimbursement for the following expenses: $110.00 1,467.30 16.00 10.00 30.20 174.50 826.00 1,982.90 20.80 6.95 18.24 20.23 14.00 54.04 229.16 32.52 35.00 14.00 37.00 Register of Wills -Letrs.&Certs. Wash.Co.Rpts.-Advt.letters Register of Wills -Filing Inv.and balance on Letrs. Register of Wills -Filing Account $16.00 14.00 9.50 16.00 55.50 Greenlee,Richman, Derrico &Posa Attorneys'fee - 2 - 500.00 $5,654.34 "Observer .Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION '. ADMINISTRATOR'S NOTICE "Estate of SAMUEL F.DOUG·. LASS.deceased late of Peters Town.ship,Washington County,Penna. Letters of Administration c.t.a.upon the above estate having beengrantee;to the undersigned,all per- sons having claims against theestatearerequestedtomakeknown the same to the undersigned or hislattorneyandallpersonsindebted;to the decedent are requested to make payment to the undersignedwithoutdelay. Ruth E.Valentine.Box 176.R.D.1 Venetia,PennsylvaniaGreenlee,Richman,Derrico &PosaAttorneys 325 Washington Trust Bldg.'Washington.Pennsylvania '. 69202·Wed..3d----..-~~-= '-- Sworn to and In comJ}liance with the Newspaper Advertising Act of 16 May,1929. P.L.1784.as amended. Commonwealth of Pennsylvania,County of Washington,SS:. Personally appear·ed before me,a Notary Public in and for said County and State,Ri.chard S Cowan who being duly s,worn according t.o law,deposes ,and says t.hat he is the ..§.~.~.~.~.~.~.~y . of the Obs,erver Publishing Company.a Ptennsylvania corpo,ration.and its agent in this behalf;that the said Company is the owner and publisher of the Observer-Reporter.succ'essor to The Washington Observer.established Septembe,r 18.1871,and The Washington Reporter.established August 15. 1808.a daily newspap'er of general circulation,printed and published and haVing its place of business at Washington,Washington County,Pennsyl· vania.where it or its predecessors have been established and publisb!ed continuous'ly for more than six months prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a ,copy of an official advertisement.official notice,legal notice or legal advertisement,exactly as printed or published in the Ob£'erver-Reporter in its regular editions on the following date or dates;..August 2.7.,. ...............................Septemb.er 3 &.1.0 . that neithe'r tb!e affiant nor the Observer Publishing Company is interested in the subject matter of s,aid notice or advertising and that all of the aHe,ga- tions of this affidavit as to the time&Pland character of publication are true.'J ~L?Vul.:.'..:n.-~~.... .'.12 September,1969SUbs~..IYfore me tllls day a:r;c•..j ..m~;~G~~~:~~ MY COMMISSION EXPIRES MAY.6•.1972 KATHERINE C.YARD,Notary PubliCWasnlngtoii.~'Washington Co.,Pa. My Commission Expires Novem',er 1.1969 Washington County Reports' Washington~Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.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 officiail 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 REPORTSwas 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: .................Al1g.ust .2.8.,J..9.6.9 .. ..................Se.p..tf:.m.Qe.t ~..,J,J.,J.9..9..2 .. 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 ~~vit as to the tim~eand h t of he publication are true.~C:::. Editor Sworn to and'ltreseflBell-l~9i'E1-i'I:re-1:ItiS---- ........1.17~of..:Se.p:t.embeJ;19 .6fL... .............~tf.-Nr:U.Ir.::':::':::....&...L ..,elf Public , 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. •• • •• • • • • • • • • •••• .DOUGLASS,SAMUEL F.,Dec·d. Late of Peters Township,Washing-ton County,Penna.Administratrix:Ruth E.Valentine,Box 176,R.D..1,Venetia,Penna.Attorneys:Greenlee.Richman,Der-rico &Posa,325 Washington TrustBldg.,Washington,Pa. / In tqt ataud af atauttttnn Jltus af lIus4iugtnn atauntg, Jrnnsyluuniu,Qf)rpqunll'ataud 13iuisinn ESTATE OF N 63-69-941o.__---::::...!_~_~_~'--_ Samuel F.·Douglass, deceased. In the matter of the First and Final Account of Ruth E.Valentine Administratrix eTA $12,073.70 SCHEDULE OF DISTRIBUTION Balance per account:--,._ ADJUDICATION AND DECREE And now Februa17 \1 ,19-1Jr-,this matter came on f~r heari.n9, audit and distribution at this session and testimony taken;and thereupon,up~n due con.slderatlOn thereof the balance for distribution in 'the hands of the Accountant IS determined to be $11 J3h9.28 and the account is accordingly conf.irmed;and it is o~dered, adjudged and decreed that the said balance be paid out by the Accountant In ac.cordance with .the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be flied sec.reg.or an appeal be taken herefrom sec.leg. Additional credit asked at audit Balance!_ Deduct Clerk's Costs &Receiptsi...-_ Attorney'G:::.:r~e~e::.:n1~e.::::.e~R~i~c::!;h~m!S!an!!.,~D~e""r....r.::l:i~cQ¥-.li&~P~o:asa _ Russell Marino,Clerk a.c.,costs in certifying real estate to Recorder,I I JQhn Mazza,RecQrder,costs recQrding certification Qf j real estate, Contribution to maintain assets of estate for distributio ink~,I 27.50 5734.72 $1l,321.78r:.c:...?-I (,,1 I "1 I f~.d.-l,S-O+-!3.C O ~5~.S-V~~c.J...v.-k...0'c-' $11,316.78 !PICti 1to r-/6-~t- $11,309.28 $17~044.oo Ruth E.Valentine,daughter,residue,including a U S Defense BQnd dated May 23,1942,due May 1952,valued at $44.00 and a parcel of real estate as hereinbelow described,held in kind and distributed as Slch at the appraised value,17044.00 No balance as,VIZ: REAL ESTA'IE TO BE CERTTI'IED TO THE RECORDER 0 WASHINGT N COUNTY BY THE CLERK OF THE ORPHANS'COURT DIVISION Samuel F.Douglass,devisor,to Ruth E.Valentine,devisee of all th right,title and inter~Bt of the devisor in and to parcel of real esta ALL THAT CERTpt;rt tract or piece of land situate in the T of Washington and State of Pennsylvania,being bounded and described as follows: BEGINNING at an iron pipe on the South Side Qf Public Road leading f om '~.... .'.'.',... 0 > ~ ....z !!'n :3 8'--to P:::;_.~s:(\) =:; :3 3.... ty 0 0 0............_..... .'..\M (\) a "'"0 t .... .t _.3=- b::: (\) N \i ' I I ~& {~~~ .t ~ .1 ). _....-. the said Samuel reto fore I conveyed unto Samuel F.Douglass and May H.Douglass,his JIa.y H.Douglass died,whereupon title to the said propert F.Douglass.The said Samuel F.Douglass died July 21,1 69. iron pin at the place of beginning. BEING the same property which George A.PhUips and.Anna ."PhUips his wife,by their deed dated August 29,1934,and recorded in the office .o~the Recor er of Deeds of WaShington County,Pennsylvania,in Deed Book 595,pag CERTIFICATION OF REA.ESTATE TO RECORD 'R:FEBRU RY 16,1971 McMurray Road to Peters Creek United Presbyterian Church,said pin eing also at the Northeast corner of property of George Schnuth;thence by line div· herein described from property of George Schnuth South 16 degrees 7 West, 909•.3 feet to an iron pipe,the corner connnon to lands he ein descr bed,land of George Scbnuth and land of James Lafferty;thence by 1 e divid·property "EXCEPrING and reserving the coal,toge~her with the min conveyed as shown by deeds of reco~. SUBJECT to oU and gas leases and rights of way if any at ecting sa d premises. ,. herein described from land of James Lafferty,S,outh 85 de raes 28' 'feet to an iron pin;thence by line dividing property her in descri ed from other lands of the Grantors (George A.PhUlps,et we),0 which th is So part,North 16 degrees 7'East,881.6 feet to a point in thence up said Public Road in direction North 72 degrees, J (\ e,J( 0-t\ !r0 r at 0..... .' e,J ,1 )) .) r 'I 'j ..........-~,... (.. ~lt <1tnurt of <1tnmmnu @rp4ttun' 'l~an nf IIttn4iugtntt <1tnurt iinininu <1tnuuty / In the matter of the Audit of Account in Estate Of,__S_A_M_U_E_L__F_._D_O_U_G_L_A_S_S---'-,---,---_1 Deceased. TO THE AUDITING JUDGE: 63-69":941No.,---:_ Enter__---"o--'u""r:e--appearance for Ruth E.Valentine,Administratrix,c.t.a. of the Estate of Samuel F.Douglass,Deceased. B &Posa ___________,19_7_°_. N.B.-Counsel shall,by separate paper,present a concise statement of each claim,wdth supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. 63-69-941 NO..--== In re Audit of Account in Esta;te of SAMUEL F.DOUGLASS, Deceased. AUDIT 'ra:rrip:r fnr !\pp:raraur:r FOR RUTH E.VALENTINE, Administratrix,c.t.a. Greenlee,Richman,Derrico &Posa B~~'Y ~2 ·,..PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form / Estate of §.~.~~~..!!.~P.~P.~~~~.?"""" Deceased No ~.~.:~.?::.?~.~A.A. Fiduciary Ru:th..E V.alentine.#-. ...................~9.IJl;!..n~.9.t;r;.~t.~~~J Q.~.t..~.9,.~. Date of July 21 1969 Date of August 21 1969 Decedent's death ~Grant of Leltters ~. This is the ~.~.:::~.~c::~~~.~~.~.~account filed in this ~st1te If there have been former accounts filed in this estate,list file number or number and term . Election to take Under ~~00xtwill.(cross out one) Date Ele'ction Place of; .Filed Record . Name of surviving spouse :::.:::::.::. List issue,where material: Ruth E.Valentine -Daughter Did decedent marry after execution of will?Ondicate)Xil'a£.No.Any children born after execution of will?(indicate) }(xS{No.If answer yes,name the·m ".. J.' '..._-..-..___..__._--_-.-_.-_____-_-_-_.-:_----__.._--___-..-..--__----___. Leg.atees ~Relationship Interest Fiduciary,if deceased or not sui juris Ruth E.Valentine Daughter Residuary Legatee List,if exceptions to above: None Adeemed:Revoked:Lapsed:Abated:Give Cause: If partial intestacy,give facts: May Douglass,wife and principal legatee under the will of Samuel F.Douglass, was deceased a~·the time of decedent's death.The sole surviving issue was Ruth E.Valentine,who would inherit under the Intestate Laws. Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.x~x ' If t··.NoneanyexcepIongivecause . File copy of Notice and date of mailing NQ.v.emb.er l.B.,....l9.7.Q.•.............................................................................,.,",.., Is estate subject to the filing of a Federal Estate Tax Return?~~.~. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.7.~.4.~..4.~. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . No. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None. Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None. Balance for distribution per account, Itemize any additional debits not shown by account: • I - : I J .. ~ Total additional debits (Add) Itemize any additio~al credits not shown by account: Reg.of Wills -Pa.Inh.Tax Total additional credits (Subtract) Balance for distribution • $::~~. $. $12+1).7.3._1.0 . " ~, 724.42 $~.~.!.~.~.~.~.~.?. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Real Property Two acres of land containing a 1-1/2 story frame dwelling house and garage situate in Peters Township,Washington County,Pennsylvania Bonds u.S.Defense Bond No.Q26759445E dated May 23, 1942 -due May,1952 •• $17,000.00 44.00 And your petitioner will ever pray,etc. If Family Exemption claimed by Petition,give place of Record:. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.,·. To be claimed at Audit by Ruth E.Valentine, daughter and sale issue of decedent and a member of his household at his death. List any advancement or distribution on account that has been made,and nature and amount of same: None Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: Ruth E.Valentine -Entire Residue -she being the sole heir of the decedent. Ruth E.Valentine has advanced cash in order to preserve the assets for distribution in kind.The said Ruth E.Valentine elects to take in kind the real estate hereinafter referred to and an election for that purpose is attached hereto. :\ COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~doth depose and say that the facts set forth in the foregoing petition are true to the best of....~mknowledge and belief.m_...91~..~mm to ond subsc<ibed belo'e ..~ me thiS~.·..?~~yJf.....~.~~...197f!..r:f(~e.~;~notu(e 0;o.~;ce:~.;r:.),_..E."7G-U~_m~!~:r~~~:~~f~~n~:~~~~mm.m..m.. T~tfO'ff'~.~.-0 ~~-..~..I 0 I,cer..#.....r~.";,_jf/t.~.4r.~. Office explres l.l '..~?-...I.t '"...........................................................................................................~.. ) ~ No..9.~.7.Q.~.::.~.~1 A.A. Estate of S.amuel..F._...Do.uglas.s . Deceased Fiduciary Ru.t.b..E yale.ntine.,.. Administratrix,c.t.a. 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 fi led 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...Gr~enleRichman,r:!.iCO &Posa~.~.:....t;;---~&--C7~~.7'~"""Attorney ~2 - ,1 ~.'I " ,".\!I ..... <-, ,~I C'lA",... /)(-,.",~",.. I.I 'J'·/HfA •,\ GREENLEE,RICmv~N,DERRICO &POSA 325 Washington Trust Bu~lding 'Uashington,Pcnnsylval1:i.a 15301 TO:Mrs.Ruth E.Valentine November 18,1970. Box 176,R.D.1 Venetia,Pennsylvania In Re:Estate of _Samuel F. Douglass Dear Mrs.Valentine: You are hereby notified that the accounting in the above estate has been filed at the Register of Hills Office (ClGrk of Orphans'Court)at No.63-69-941 The Orphans'Court will audit said account on Wednesday, _-E~~=mb~':_~.~..~_~~70 at 0 I clock,lO:OOll'i.,at which time you may be present if you wish.we shall be in attendance for the estate. It will be several weeks beyond this date before dis~ tribution can actually be ordered. Very truly yours, G~EENLEE,RICliMAN,DE~RrCO &POSA Samuel F.Douglass,Deceased. & j ~,-,~'---H-----------------------------------1·_-- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION \ 1"IN RE: ESTATE of SA MUEL E.DOUGLASS, ~Deceased. .(>...>-IIIZZ IIIII. ie BEFORE: l!lz:tIII.(~ t APPEARANCES: itI-UI Q....( § Q :::I..TIME:~N No.941 of 1969 HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO,Judg? of the s aid Court. GREENLEE,RICHMAN,DERRICO &POSA, ~SQS.,of Washington,Penna.,representing th Accountant. Wednesday,December 16,1970,at 10:00 o'clock A.M.,EST. vi~·THE COURT:Number 941 6f 1969,the estate of Samuel F. lI:oII.~Douglass)')deceased.The Administratrix CTA is Ruth E.Valentine l-ll::::I8 and the attorneys are Greenlee,Richman,Derrico and Posa.Mr. ~~Greenlee? ILo an election to take in kind the real estate,and there are no (~om- MR.GREENLEE:Your Honor,all papers are here for the Court.. plications or outstanding debts. THE COURT: decedent's estate? Is there anyone else in Court interested in this (NO RESPONSE) '1 IT'HE COURT: Court. The audit of this account is ordered clos ed by th (A UDIT CLOSED) 2 ." ~z<~I hereby certify that the proceedings and evidence are Ulz~contained fully and accurately in the notes taken by me on the hearing of io~the above causel and that this copy is a correct transcript of the same. z i:Ul; titl-UIQ...<UQ :::I., ~til vi0::E The foregoing record of the proceedings upon the hearing oII.bI~of the above cause is hereby approved and directed to be filed. 0::':::IoU...<Uii:~ u. WASHINGTON TRUST BUILDING WASHINGTON.PA.15301 ESTATE OF DECEASED. GREENLEE.RICHMAN. DERRICO &POSA ATTORNEYS AT LAW SAMUEL F.DOUGLASS, No.63-69-941 ELECTION TO TAKE IN KIND IN THE ORPHANS'COURT OF.,. WASHINGTON COUNTY,PENNA • IN RE: c. .' " ~ •" ! <....... ~,~.....' -:.., ".- .r .--,...1 IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA. IN RE:ESTATE OF SAMUEL F.DOUGLASS, DECEASED. No.63-69-941 ELECTION TO TAKE IN KIND I,Ruth E.Valentine,hereby elect to take on account of my distributive share in the estate of Samuel F.Douglass, l: the following: 1.U.S.Defense Bond No.Q26759445E dated May 23,1942 -due May,1952 2.All that certain lot or piece of ground situate in Peters Township,Washington County,Pennsylvania,being more fully described in Schedule "A"attached hereto. The above is to be credited against my distributive share in the final distribution of the estate. IN WITNESS WHEREOF,I have hereunto set my hand and seal thi"s c;;..,1~~day of ~,1970. ,. witness: _~~·~:-r..!::::.:Y'-::...!:::d::LL·_·~:::::-.•-",Pfti2:;..;...;~===..="::::.::..~.::::...:"<=".~(SEAL)~th E.Valentlne r ,'\ ALL that certain tract or piece of land situate in the Township of Peters,County of Washington and State of Pennsylvania, being bounded and described as follows: BEGINNING at an iron pin on the South side of Public Road leading from McMurray Road to Peters Creek United Presbyteria Church,said pin being also at the Northeast corner of property of George Schnuth;thence by line dividing property herein described from property of George Schnuth South 16°7'West,909.3 feet to an iron pipe,the corner common to land herein described,]and of George Schnuth and land of James Lafferty;thence by lineilividing property herein described from land of James Lafferty,South 85° 28'East,99 feet to an iron pin;thence by line dividing propert herein described from other lands of the Grantors (George A. Philips,et ux),of which this is a part,North 16°7'East,887.6 feet to a point in the Public Road aforesaid;thence up said Public Road in direction North 72°50'West 97 feet to an iron pi at the place of beginning. EXCEPTING and RESERVING the coal,together with the mining rights heretofore conveyed as shown by deeds of record. SUBJECT to oil and gas leases and rights of way if any affecting said premises. BEING the same property which George A.Philips and Anna C.Philips,his wife,by their deed dated August 29,1934, and recorded in the office of the Recorder of Deeds of Washington County,Pennsylvania,in Deed Book 595,page 302,granted and conveyed unto Samuel F.Douglass and May H.Douglass,his wife. And the said May H.Douglass died,whereupon title to the said property vested in Samuel F.Douglass.The said Samuel F. Douglass died July 21,1969. SCHEDULE "A" wi,'. Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON... IMPORTANT:This return must be completed in detail 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 ____the_In9~rit!ince_an!l.E.l:!1;ll.te .Ta?C A,ct of 1~61.) ........~~r and say S IN THE MATTER OF THE ESTATE OF } SAMUEL F.DOUGLASS AFFiDAVIT OF _........................··..·..·i·st;;i~··f·~ii..;:;;;:~~..·~f 'd~;,;j~~t')"""""""'"~~~ Peters Township,Washington ADMImSTRATOR,Late of ..........County ~~I:t:.~~::::~:::~:~:=:_=}.., Ruth E.ValentineAdministra~1~i~·)S~·~·i·~~i~t~····~··th~··~b~~~·~~~~~d·..·d~~~d~~·t·b~i~~d;d;~~or~·;'d~~~~~'s noced_t",;r.,:,lZ'ii;;;";··21,".".,19,;:',,{~;.;;"'"'•'"".'11,••~'~eh",';:':,".h••.J Name and address of attorney or}~D1II(J'JvrM~1if)eA.tl~("Cf/. other authorized representative to '.J..l~lj~~~~I ~ whom all correspondence should be..~("'VV·;:;~.-,,--.V~V1.~. mailed.• ••c.t.a.Q If~_«1"",r a..~-AdmlnlstratrlX,A '.'.f '1'.I.}lff'..{)(40(~;hThatassuchueponentISamllarWItht e ffaIrs m s d estate and t e property con- (Executor-Administrator)C(_ stituting the assets thereof and their fair market value... That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,-or as agent or deputy of another,or in decedent's 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 " -- -- -- That the contents of said safe depQ~it box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Sc.hedule A attached Qereto and made part hereof sets forth fullv and in'detail all the real property in the Commonwea.I-th of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances 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 column~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 ma~e part hereof sets forth fully lind in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent /at the time of death,whether in decedent's immediate possession,standing to decedent!s credit in banks of deposit,savings banks,trust companies,or other institutions,whether individu'a-i'ly;"or'-in trust for any other person or persons giving also separately the accrued interest thereon,if any,down-to the last interest day prior to decedent's death in the case of savings banks,and"to the:dltt~'Of'~deCedent's death in all other cases;all bonds,postal savings,treasury certificates or notes a~d'other evidence of in- debtedness of the United States to the decedent;all obligations,whether by s~at;~t~or agreement they are designated as tax free,of the United States,or any state,or political subaivision thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,je\~el;y.i silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,bo~ts",and,any and all other personal chattels of whatsoever kind or nature,left by decedent,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·promissory notes or other instruments in Writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market .value be less than the face value,it .sets forth briefly the reasons for such depreciation'as to each i tern;all moneys payable to.the estate from life insurance polic1'es 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. .~, l 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 death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by,each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a cony of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the ex~rc~se,by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement shOWing which of the beneficiaries named in the decedent's Will,if any,died prior to decedent,the dates of their death,their issue,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 the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims OWing and unpaid at time of..',death;taxes accrued charge,able for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a 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","en,"E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. MYRA J.HARSH......................................................................... .NotarY Public,Washington,Washington Co. :_,-,'My Commission Expires March 12,1973 ...._~£~~:- .............l??~~.?.§..!.~.~.!?..~!._.._.. (StTeet Number).Y..:.~.=.~.~.~..~~.~.:>::>:.~.¥..~.Y..~.~.~..~. (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached•.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. Subscribed and sworn to before me this . ................~.2..q ~day of .7:~19 ~~. ~~~~-j RCC-34 ('h''l4) COMMONWEAL'TH OF PENNSYLVANIADlipART~ENTOF-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 lat and block number,street and street number.together wi th a general description of the property,with a reference to the record of the canveyance by which the decedent toak 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. Two acres of land containing a 1-1/2 story frame dwelling house and garage situate in Peters Township,Washington County, Pennsylvania (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE ~.. $17,000.00 (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. $17,000.00 RtC-~5 ,COMMONWEALTH OF PENNSYLVANIA .TMN'SFER 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 any undis tributed estate o~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. ITEM List and describe fully Bank Accounts UNIT VALUE ESTIMATED MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) Pittsburgh National Bank,Canonsburg, pennsylvania,Savings Account No.14046 Pittsburgh National Bank,Ca~tle Shannon, pennsylvania,Savings Account No.1786 Cash Constitution Life Insurance Co.-Check No.518841 Bonds- U.S.Defense Savings Bond No.Q26759445E dated May 23,1942 -due May,1952 58.95 575.09 50.00 44.00 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X $728.04 "RCC-'% rO\nIO\"'li?\LTII OF pl~::-,rNSYLV)'NI A TR.\NSFEH.INHElUTANCE TAX RESInENT DECEDENT SCHEDULE "c" TTl\~SFEnS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)No. (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)__.pl\TH3....-_ ()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 heal th 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)-it>~~Oer..~---- (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 transf'er without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)No. (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No. (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in 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)No. (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserverl power to alter,amend,or revoke,or which cOHld 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 th~decedent alone or the decedent and others? (Answer yes or no)_ NOTE 1:The answers to these questions should be supporterl by affidavit by the attencUng 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 prcperty transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if tr,lns- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which prOVided in Schedules A,B,or E. ITEM DESCRIPTION None. MARKET VALUE (EsUmated) DFPT.VALUATION (Dept.Only) Insert thls tot:d opposlte "Transfp.rs",Schedule "C"in the "As Reporterl"column on the last page of this return. ..'.'.CCMMONWE~LTH OF PENNSYLVANIA TRANSFER INHERIT~NCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRVCTIONS: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. DescriP.tion of Property,Date of Acquisition,Name IUnit Address and Relationship of Co-Owners,and Place Value of Record of Instrument,where Real Estate.! None. percentage Share Estate Valuation 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. r . '..•... Reef-rr':('12-63)·. COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH 'Rnt-h F.Vi'll pnt-.i np Box 176,R.D.1 VCUCl.-.Ld,rcuui:>Y.LVanla uaugnter Yes Reslduary Legatee Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE .~-T- OF THE ESTATE OF ~[ATTER OF THE APPRAISEMENT SAMUEL F.DOUGLASS, ...,~::J:l....Cll Cll~....~::3 CIl ....~g ~Cll ~............0 III '0~Cll.........g ~ ~~~ '".....~Cb C1a'"'"..., ~g..w (Executor-Administrator must complete "As Reported"column #1.) 1~>.,·,·.:.i I-{: i'· Year . DO THE t No. Will Administration Deceased Late of .J?E?t~~~'J:'.()W:rl13.f.1:tp..~.l ! ::J:lCll---'0'-0-........Cllc..-,00 ,01=»0 f-'-i....J...>• .CIl:-",]0 :NO 'ex>0:.. CI'lc:~~>::J:lWCI'l CI'l ><: ?"?-?-n ~->:::~~ .:....J N00 I b.;:.. ,*,*-(,0,*,*,* f.-l .:....J...c::n t.Cl....~_,l,~ County ofl\!,lE:!gl1~IlY. ..bU).q; Cofnmonwealthc-9f PennWl~i~-_cc~c::> .-""t-Q4.a--:-tL-o --",:>< REPOIU AND.!A~P~AISAL l,t ;-'W0.....'-4 _..1 i-:z I =(/)c/)-"'-....e:::;,(f)-::cCli:::::J 0 U)c:::uJ <t u:~ ,.. fl. \- .;t..-:C -~ ~ " 4 •o.. ""''>:~:r..,,,:t:l \)'J C\(t ___ ~02'l'-:.l~:03- C\.0 :;' "".. ~ •<:lj c..- '*'*-(,0 '*~'*:,'.... :~ j~ :'\> :c:,, .~r1" ? Greenlee,Richman,Derrico &Posa 325 Washington Trust Building Washington,Pennsylvania 15301 .;-',,", RCC-B'(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT RUTH E.VAT,H;l\1'I'TNE, (~Administrator) IN YOUR REPLY PLEA.E RE".R TO 37-248-4 In Re:Estate of --=S::.:.;AM=U=E=L~F.:..•.....:DO:::.:::..:U::.::G::.:::LA=S;:::S~_ _____.....:W~A.:.::S::.:.;H:.:::I;.:;NG::..T:.:O~N:..._County -File No.63-69-941 Dear Mrs.Valentine: You are hereby notified that the original appraisement in the estate of Samuel F.Bouslass has been filed in the office of the Register of Wills qf Washington County on January 20 ,19]1L.Said appraisement reflects the following valuations: RealEst ate _--'-...:!=1:.L7..,1.,~aO~o~.~O~O::..__ Personal Property ~7~2~8~.~O~~__ Transfers _ Total -..=lol..L7~•..L.76028~.O.a4:L-- As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e ---JJiL!a2:JnUJul.!Jar~:f.~2~O"'-,_1~9:z.7L.lO"'-------Si~ned (W e c~g...~~~ Title W.R.CHANEY~~APPRAISER . DATE OF lEATH:July 21,1969 Note:This is not a bill. ." CC'J9 (5-58) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of DOUGLASS (Last Name) SAMLEL.__.--=..F..:..DATE OF DEATH (First Name)(lniti al) REPORT OF INHERITANCE TAX APPRAISER 7-21-69 FILE NO.63-69-941 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:~0.:!=1=-2~0~-:::J7~0~_ 07-2ID-69 INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:._ REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED $17 ()()()()()$17,OOO~ 7?8 01.728-t-illt- 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 17.728 04 17,728 04 VALUE AS REAPPRAISED $=t= FOR USE OF REGISTER ONLY Taxon $*2%Tax on $~ Tax on $'-s%' Taxon $E10%T~~$_1~ Exemptions * Total Estate _ TOTAL TAX .COMPUTATION OF TAX $-------4--- $-------4--- $-------+-- $-------+-- $-------+-- $1.-_ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::::::t=== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $----J AMOUNT OF ESTATE TAX ASSESSED $----~I- Estate tax paid $--Jl- BALANCE DUE $~~ Add interest at rate of 6%from ------lto-----$-----~t=TOTAL TAX BALANCE $-----...-1. PAID $.....1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration f No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .SA1'1tJEL...F."POl.JGLA..S$ Deceased Late of .PETERS.TWP". County of ..WASHINGTaJ····· Commonwealth of Pennsylvania REPORT AND APPRAISAL '. fl Fonn RCC-2 ,DEPARTMENT OF REVENUE,L.'/-- BUREAU OF COU~TY «;J0J.LECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE J.a.ny.ar.y ZQ.1 .1.9.7Q .'....~ COUNTY )J.a.~hing:t.Qn.. FILE NO §:.3.=.??.::::.?..~. Fmters Twp.late ofSamuelFDo~lassWhereas,,.......................................................................!.......................................................................................................................................................................................,- in the County of ..............................................Wasbington.......................................................Commonwealth of Pennsylvania,having died on the ...........................................4.I.....1?.t...................................day of ........................J.Y.l.Y..........................................19....9.9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,..............................W...R......C.h.9D.§y.J................................................................,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 Ufe 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 AppraisementDescriptionofAlletValuesMadeforInheritance Tax Purpoles $ REALTY: Two acres of land containing a 1 1/2 story frame .. dwelling house and lZaralZe situate in Peters Township, Washingtcn County,Pennsylvania 17.00e 00 PERSONALTY : See conv of Schedule liBII attached to apnraisement 728 Ok Total 17,728 04 formft;v~:hb:::::Iih~w~~~!1b~~:~:;~e~~~~i:ti;~e;;~":~~~?~S~~:?:~ ..;d....Appraiser............................................................................................................................................................... (Number and Street) ..........................................................................................................................................,Penna.(POIt Olllee) WASH ING'TO N County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of SAMUEL,Y.".DOUGLASS,,,..., Deceased. Late of PETERS TVlP. Date of Death,""".""July""21~".196.9".".""".""".,,.. Appraisemel!t Docket Vol.,.""."..""...?.!.. 248-4 Page,.......~x ....."...".....No."..63.~.69.~9.41..."...... Filed in Register's Office,..Janu~2O'..19.7O' Amount of tax due,$""".. DEPARTMENT OF REVENUE Received, Examined and Approved,.."..""".."""".. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,""".. Entered and charged,,0 LATE OF STATEMENT OF DEBTS AND DEDUCTIONS ...'.-.:1'"'. ESTATE OF Samuel F.Douglass Peters Township,Washington Co Pennsylvanla DATE OF FILING APPRAISEMENTNovember 7,1969 DATS OF DEATM __J;:;...;;.U;..:;1;;..Y,--.;;;;2;..:;1:...!..,~1;..:;9_6;..;;..9 _ •c ..OFFICE OF TME REGISTER OF WILLS AND AGENT OF THE COMMONWEALTH OF _--=-W~a:..:s::.;h~i:=;n~g:Lt=o~n~_COUNTY Farm RC C·10. DATE NO.OF NAMIL OF PAYEE REMARKS AMOUNT VOUCMEJIt Bethel Cemetery Corp.Burial plot 110 00 Milton E.Hamel Funeral Services 1,467 30 Dr.Bruno Physicianls services 16 00 Dr.Milliqan Physician's services 10 00 n~~~T.",T.Tn IJ",."r...,..,Mor'l;,...""f-;n.n ~n hn Bet-hel Park Home Medication 174 50 P;no T.;:n.rn Hnmp Room and services 826 00 Bethel Park Conv.Home Room and services 1,982 90 'Rlue Cross of W.Pa.Hospitalization 20 80 Bell Telephone Co.Telephone bill 6 95 TAT,..,c+-'O"">"\n Pnl.r<=:>r TT-ti 1 i -tv 18 24 r'nlllTnhi.::l ~.::lC:utilitv 20 23 ~p-p .~Two San.Authoritv Sewaqe 14 00, M~'~~lTn Countv j 54 04taxes -' r '0 .-'1 R;:li rd School taxes 229 16 C.Ravmond Baird Road taxes 32 52 OnNor F nnl.::lnch Compo Personal Insurance 35 00 nl--,,..,..,....u"'r .....r Advertisina letters 14 00 rlnt-hinrr 37 100 -1 00 0;,...hm::.n norr;,...n n.i1min;",f-r",f-;uo !:i!:i !:in &Posa Greenlee.Richman.Derrico Attorneys'fee 500 00 &posa ...5.654 34 (1,AA .~rc,~'JI..~.J.LPAA.A1/d--4fJ ~ =ii~l~A l"Y..~:-i;:le,...lj f"VI";~-.~~..dJ /~~ I (v COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Washinqton 58: I,Ruth E.Valentine,Administratrix,