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Home My WebLink AboutOC1969-0956 - ESTATE OF FRYEQInmmnuUtta1t4 nf JtUUSYIUaUiUf}lili.Ilttli~in!lIOtt Cltounlg, KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,III the County aforesaid J on the 27th.day of August A.D.19 69 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of William R.}i'rye late of Carroll Township in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and John J.Demeter and Hunter H.Frye the Executor s in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; ::\fOW,THEREFORE,I,Russell Marino grant these LETTERS TESTAMENTARY,unto the said John J.Demeter and Hunter H.Frye ,Register as aforesaid,do committing unto Them the administration of all and singU'~ar 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 27th. day of August III the year of our Lord·one thousand nine hundred and Sixty Nine .~~~-l-/~--------- Register .\ ~ =s ! ;...<i>1~-M p.;j:::~j ~li.i == i II..l ~0 p::!, -M UI ai N tS:l l-t~«GIl fa I-..-11(J)roilUIr-fitS:l ..-Ii$.t ~I~-M-M ;~~ !i ,...-.._-- -,.','--:.. t ......J WILL OF WILLI~l R.FRYE I,William R.Frye,of Carroll Township,Washington made,in manner and form as follows: ~:County,Pennsylvania,having full legal capacity in the premises, '1 and making void'any and all Wills by me at any time heretofore ":i Jl!t, do hereby make this my Last Will and Testament;hereby revoking ",In 1.I direct my Executors,hereinafter named,to pay :;all my ,just debts,funeral expenses,and the costs of the adminis- Ii and expedient. tration of my estate as soon after my decease as may be proper ,!, 2.I will and bequeath to my son,Hunter H.Frye, p.D.S.,my antique Seth Thomas Clock and my smoking stand. 3.I will and bequeath the sum of One Hundred ($100.00)Dollars to each of my four grandchildren,viz:John D. Demeter,Richard W.Demeter,David Jacobs and Patricia Jacobs. 4.All the rest and residue of my estate,both real and personal,and wheresoever situate or found,of which I may die seized or possessed,or to which I may be entitled at the time Of my decease,and remaining after the payment of the several items set forth in the preceding paragraphs hereof,I will,devise and bequeath unto my three children,viz:Hunter H.Frye,D.D.S., Hallie Virginia Jacobs,and Wilda H.Demeter,in fee simple and absolutely,and in equal shares to each. .5.I hereby appoint my son-in-law,John J.Demeter, and my son,Hunter H.Frye,or the'survivor thereof,to be the Executors of this my Last Will and Testament. IN YVITNESS I,VHEREOF,I,William R.Frye i the Testator, have hereunto set my hand and seal to this my Last Will and "Testament,this first day of June,in the year of our Lord one lj ~thousand nine hundred and sixty-seven. __-.'/,-7A.!-j_A_i-_,t_?_~?(_;_'tt-_rA_,_~_\_,.!,..'_'I_'_I,-7_/z-;,/,-Y_,'_t:._:_----_-_._(SEAL) )( ...."-.~'.,;:..,;".~.'.~...' 0' .~ "'! Ii"'I-III!l U "I'II,,. '-il ,) :iII Ii,I f'i', -I IIJ\II ,_. The foregoing instrument was signed,sealed,published, acknowledged and declared by William R.Frye,the Testator above named,as and for his Last Will and Testament,in the presence of us,who,at his request,and in his presence,and in the presence • ,1 of each other,have hereunto subscribed our names as witnesses ,hereto.'I II!I !\1, --.'1"'. i\ffi~anit (@f iExrrutnr (@r i\bministratnr ~tatr of Jruusyluauia.t ss: atouuty of Baslttugtl1U \ Personally before me,the undersigned authority,a.~..Q..t.g.r..Y.e.y.p...J..j..C in and for said County and State,appeared J..Q..t1.!l J...~Q.~.m.g.t.g..r.g.n.9.~..~.n.t~.x:tl..~f..r.Y..g.a who,being duly sworn according to law,deposes and says that the y am ~e executor OX )(tJi:wjp~wx of the estate of W1..L.l..l.AM R.,.f.B..y..~...s deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .w..i.J..l..i.am R.F...r.,¥..e..,., 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 Adm.m~or.~5.i.f'du (...cP" Sworn and subscribed before me this....j..................~/~,.:~yqy..Of J~.a.u..a.r..){:P ~9Z..l.,_..E;;~~ ;;;~................ .....~..:..~...~"... :-~'Not a r Pub 1i c ADDITIONAL INSTRUCTIONS~~r4~~~<:J$~An inventory must be filed within three months after appointment of personal representative.i;j',,:~,,:~A supplemental inventory must be filed within thirty days of discovery of additional assets..J'f;f ~.~').1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,~~'C'~~~,6{Ove~$10,000,inch~ding Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50;000,in-~'~'t¥",,f~I'eludmg Copy of WIll and copy of Federal Estate Tax Return.te')•.~0.<:-')$'~~~REFERENCE FOR ADDITIONAL COPY Q;>f Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lIuututnry ttU~1\pprttistmtut of the goods and chattels,rights and credits which were of WJ.b.~JA.M !L E.B.Y..E.."Jate of ~.sLr..r..Q.J.J .I.Q.w..D..?.b..i.p.."'~. J t.Washington County,Pa.,taken and made in conformity with the above affidavit. J PERSONALTY: 760 shares Convertible Security Fund,Inc.,now DOLLARS CENTS Note:Quotations of values from Hunter-Parker, Harb or Fun d,I n c'.@ $1 2 .21 530 shares The Colonial Fund,Inc.common @ $14.875 29 shares Massachusetts Investors Trust @ $17.735 REALTY:None Total Personalty Total Realty Total Assets $17,677.67 0.00 $17,677.67 9279 60 I 7883 75 514 32 InG17677 67 0 00 Monongahela,Pennsylvania January '1 ,1971 ;/"f~'-C t;1- L II..;;l-.,ll 03-b9 r~ Inventory and Appraisement IN THE ESTATE OF W.I.LLIAM.R.F..R.y.E . Filed ,19 . ~ ~7.:1 -.-.~rn .-rW~c;C::(.....::c ---~_C0 <:.-, Z -I f1~)rn f"--i :;J f-20 __ ---y"'}.;,'- C'):~C>::::~ •z -0'0>-(j) '"~~ --.l 'I-- l:..- :::0-, :1,~l~"~;~•t ..;.J (.J --0 ... :.:x: v....> t.i'1-: Zloaeph L.lIoffm.aJm .Attorney at Law Sld2 W.Mai~Street Donougahela,Pa.15063 oK?::&'L7@a~/<¥6 2 STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,depose and say that the above account as stated is true and correct as ·tb.e.y verily believe. .~-Sworn and subscribed before me this J . January 72~__':----------------------19 _ !HANTJn CARRINCTO . CHARLEROI CCnO!l"1I ~NnTARY PUimc Nt COMMiSSION v"•~,AS::l:iarON COUNTY EXPIRES AUDUST t9 19' Washington County,ss:.17. Hunter H.Fr 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 RU~of Court,as evidence by proofs thereof filed to No..~-3.::':-.-.:l.:..-:.-L ..----..- -.. Witness my hand and official seal thiS {p__.~.h..__ day Of~~197:L ~:____._._._. ,Register of Wills_.....~..- ~;l r~J _..... ....0...,~~<U,;::l0 -l-1<.l a<.l<11 ~~ Ii::J rd oj~>t ~;r;:.P::~0 ~0 r:i1 r--l ~~ Eo<.co <U ~ I !<11 P::s::+Ii ~Eo<.r-l <U <U~U1 ~4-l E:'x'~r:i1 <Vi ~H '0 OJijHs::'"H co .;<Vi i <Y)i H t-:>i :>it~.j.J l-f.~!Ul d ~:l-l .c:i.r-l 0,.; 0 ~t-:>i :r::z r--.__ c5 --;-:;. ....-0 .- ..>::8l :r:>'0 -'"--- :.~...,,. :~-r'·'';;'·-'-'_.=-~--.-=-,- ),~I •\, ., ., J " / / / 'UO'~V'irn •. 0 sa S!4:U!UO!lnq!JlS!P JadoJd aU!WJalap 0l palSanbaJ ,{lInH:>adsaJ S!lJn0J a4.l ---------~/c-'--.~/I.'".... ........-=.~... / .f ,.~I,.r ., " ,/ / ". ;;....'4 ~..~:.,;~}.,.. J'THE FIRST AND FINAL ACCOUNT OF JOHN J.DEMETER AND HUNTER H.FRYE, EXECUTORS OF THE LAST WILL AND TESTAMENT OF WILLIAM R. FRYE,DECEASED,LATE OF THE TOWNSHIP OF CARROLL, WASHINGTON COUNTY,PENNSYLVANIA Principal Personalty $17,677.67 Income Personalty 1,091.41 Principal Realty None " Income Realty None Total Assets of Estate $18,769.08 Less Credits Claimed 4,092.48 Net Balance for Distribution $14,676.60 I I I - PRINCIPAL PERSONALTY The Accountants charge themselves with Principal Personalty received out of said estate as follows: Per Inventory and Appraisement INCOME PERSONALTY $17,677.67 The Accountants charge themselves with Income Personalty received as follows: ,Dividends'$1,091.41 The Accountants credit themselves with the following out of the assets of said estate: Inscription on marker 1968 Nov.22 Dec.2 4 6 9 9 1969 Aug.27 Glasser~Miller Mortuary Dr.Frempter Dr.Moore Mon-Arc Pharmacy Forest Lawn Cemetery Huntington Hospital Russell Marino,Register Guy Rogers Washington County Reports Funeral expenses Hospital visits Hospital visits Drugs Hospital bill Probate of will Witness trip Legal advertisement $993.06 80.00 15.00 24.00 74.66 40.00 21.50 15.00 14.00 1972 Jan.10 Daily Republican Hunter H.Frye and John J.Demeter Woodward and Bassi Joseph L.Hoffmann Notary Public Russell Marino,Register Hallie Virginia Jacobs Legal advertisement Executors'commission Attorneys'fee Notarizations Filing inventory, first and final account,etc. Family exemption 12.50 883.88 883.88 10.00 25.00 1,000.00 $4,092.48 PRINCIPAL REALTY The Accountants charge themselves with Principal Realty received out of said estate as follows: Per Inventory and Appraisement INCOME REALTY None The Accountants charge themselves with Income Realty as follows: None THE DAILY REPUBLICAN i 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 }ss: State of Pennsylvania Personally appeared before me,a Notary Public in and for said county and state, 1'1rs A E D.e.Sant.is,who,being duly sworn,deposes and says:thaL.shs is the bo.okke.e.per__....._of The Monongahela Publishing Co.,a Pennsylvania corpora- tion,and its agent in this behalf:that the said company is the publisher of The Daily Republican,published daily except Saturday and Sunday,having its place of business at Monongahela,Washington County,Pennsylvania;that the said Daily Republican was established in the year of 1846;that the printed notice or advertisement,attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said newspaper in its regular issues on.the following dates: .§.ID':l~}m~R_4.L.ll__.~__l8.,---.1969 __. ~.~Q~~.9.~e.~...JiQ~J.Q~.L :E;§'rAr}i;__..Q.E w:JL1JM1 R•....rR:[~_.__. that the affiant or the corporation in behalf of which _._..she.__....is acting is not inter- ested in the subject matter of said notice or advertising and that all of the allegations of this af~id~avit ~~.to.th~.~~d~:~2:~~~---.. Sworn to and subScribed before me this /'1~-·..day of .~.:_~196.7.. _._..A!..~._.._.._._.. Notary Public,Mon gahela,Washington Co.Notary Public My Com!lJ.ission Expires March 23,197~ ,~:g:L~::::ni~~.!:t :~l Estat!!ot WILLIAM R"FRYE;"ele..ceased,late of Carroll TownshipWashmgtonCounty"Penna.• Letters Teatamen,tary,upon the i,above estate.haVing been granted i,to the underSIgned notice,isheteby I',gIven to those indebted thereto t'o,make Im!Uediate payment,and tQ'those havmg cl,aims or demands t,present for settlement. John J.DemeterHunterH.Frye,",ExecutorsR.D.No.1 Attorney Charleroi,Pa.15022 ,Joseph L.Hoffmann24~_West,MlIjn,Stheet ' Mon,o,n,gan!!la,'lpa,'~,n,I,5,-8.September 4"H'.lir~;'1 9.\ ./ '- Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}88. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the 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 COUNTYREPORTS 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 followi~gdates: September 4,11 18,1969......................................................................L . 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~:g;~~~of ~th'tim(p E'of th';:::::/ ~. Editor Sworn to and ubscribed before me ......L~J.b:;.~Of ?.~~.!.~~~.~E ,19 ~.~. ...............fl~~.~.,e ~.. V,<::ary Public KATHERINE C.YARD,Notary Publl Washington,Washington Co.,Pa•. My Commission Expires November 1,19G9 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. •• • ••• •••••••• • •• FRYE,WILLIAM R.,Dec'd. Late o,fCarroII Township,Washing-ton County,,Penna.Executors:John J.Demeter,Hunter H.Frye,R.D.#1,Charleroi,Penna.15022 Attorney:,Joseph L.Hoffmann.242W.Main St.,Monongahela,Pa.15063 In the matter of the Audit of Account in J WILLIAM R.F~YE.Estate 01..(.........,-_.( TO THE AUDITING JUDGE: 63 69-956NO..,.19-..A..A. .... our f Hunter H.Frye and John J.Demeter.Enter'appearance or~_""::~:;"::":':'::_'::'=__=":':'_L.:::""":=:":::"~~~~<-L--=,,",_"""''''_...._......._..._o_&.._ Executors ., 20th day of__---JMo:.u.ta....r..loc"""'b.l.-,19..12... N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. CounCil suggesting proper distribution shall file a separate concise state- l ment 1n that regard.. Testate Form "PETITION SU R AU OIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY J Estate of__._..__.__mg.~__~_~__~.. ..---'-- Deceased 956 of 1969No.__._-.--.--...... .--------------- Fiduciary..g9h!.l__;!.~__~~__~~,_ .__!i':J!l:~__?~...~~.. . ....-.-------. Date of Date of Decedent's death..._~~~..~~!._}~~~. ...Grant of Letters_~~~:t:__~!_!__.~_~.?_~...._._.. .._..__._------.-. This is the J.-t.f!?.t..~.J~__.__..._.account filed in this estate If there have been former accounts filed in this estate,list file number or number and term..._N9.I}E~L ....._.. Election to take Under or ~will.(cross out one) Date Election Place of; Filed . .._.......__Record .__...__... _ Name of surviving spouse N9.~~__. .._._..._._..._......__.._....._...._....__....__._. List issue,where material: Richard W.Derreter Grandson Jolm D.Derreter Grandson David Jacobs Grandson Patricia Jacobs Granddaughter Hunter H.Frye Son Hallie Virginia Jacobs Daughter Wilda H.Derreter Daughter Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate) ~No.If answer yes,name them_.._.._... . .... . .__...._......... $100.00 Sui juris 100.00 100.00 100.00 1/3 residue 1/3 residue 1/3 residue Leg.atees Richard W.Derreter Jolm D.Derreter David Jacobs Patricia Jacobs. Hunter H.Frye Hallie Virginia Jacobs Wilda H.Derreter Relationship Grandson Grandson Grandson Granddaughter Son Daughter Daughter Interest Fiduciary,if deceased or not sui juris List,if exceptions to above: J:\bne If partial intestacy,give facts: J:\bne Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and alT 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.~~ I'f .t'" .None.any excep Ion give cause _...__... File copy of Noti~~February 16,1972 and date of maillng__..____ _ _.._ _.._ _.. Is estate subject to the filing of a Federal Estate Tax Return?.~<?.. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~.<?D-.~. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . None 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: Dividend from Massachusetts Investors -..;.". Total additional debits (Add) Itemize any additional credits not shown by account: Loss on sale of Colonial Fund and Massachusetts Investors Trust stock Personal property tax Total additional credits (Subtract) Balance for distribution $~~.!.???~.?g . $3.62 $..3.62.---------_-. $1,270.47 257.87 ~I\-.}-~71.- $._:J.:f_.??.~.~}.4 . $..~.~.!.*.?*.~.~.~. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); .'. Cash Harbor Fund,Inc.stock b $3,872.28 9,279.60 $13,151.88 -,' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF WILLIAM R. FRYE,DECEASED NO.63 -69 -956 ELECTION TO TAKE-IN KIND KNOW ALL MEN BY THESE PRESENTS,that the undersigned hereby elect to take the following assets of the Estate of William R.Frye,deceased,in kind: HarborF~nd,Inc.common stock IN WITNESS WHEREOF,the parties have hereunto set their hands and seals this 19th day of January,1972. WITNESS:~~4~~b'i:/'"2~---(SEAL) •,J~ ~" "'J.• : IN THE,COURT OF COMMON PLEAS OFW,ASUING'1'QN COUNTY,PENNSYLVANIA \1 ..,ORPHANS·COURT DIVISION,. IN REI ESTATE OF WILLIAM R'. .,'~'";,~FRY'E.,~DE~EASED ," ,.956,' ,'1.. ';~•",l.,.('ELEC~IONTOTAKE IN 'KIND KNOW"ALL'MBN BY T,BESE.PRESSN'rS,.that.t.he undersigned "..: hereby f.!le~tlt.o take the following aas~ts o~the Estate of '.. willi~R.FrYE!~.·d~ceas.~~inki~dt',. ....~'. I'"• Harbor Fund,Inc•,common sto'ok ,' IN WITNESS WHEREOF,the paxt~eshave h~.J:.'eullto set their ,. '~h~rid~('lrn7.i~sears"t.h!ff 19th""day'of:'J.anuaryl'.1972,'"~"',..,0·"'="",',4'_....,., <'• ,"-" • I ,. I'II'1'NSSS i ....£ '"',,'",,0,?~.~::= .........,.:- .. ".... ",~,,~..•~SEAL) Wilda H •.Demeter "'J .,,:''; '0,.;~I, , 0 "',. .,," ;- ....,co .' .. " ':.1 !. IN THE 'CQtJRT OF COML\fON PLEAS OF 'tmSHINGTON COUNTY,PENNSYLVANIA OlU'iHANS'COURT DIVISION IN RE:'ESTATE'OF WILLIAK R.·:"-,-FRYE',DECEASED :.,,".'C:"NO..63 -69 -956, i;;.• ELECTION ~O TAKE IN KINO KNOW ALL MEMBY THESE PRESENTS,that the undersigned hereby elept.to'take the fo~10l1inq.a~sets of the Estate ,·of t1i1iiam 'R~Frye,:de~e'ased:in kindi ,,:' aarborf.Q~(i.,..tIne.eommo~ato,elf· ,'/, OfFICIAL SEAL ,CArrOL v.RETTKE W;;'N6T.ARYfUBil~,,(,\ltfOilNIA It:F'~INQPAt OffICE-IN • •;'•LOS ANGE!,ES COUNTY My COlilmissian Expires March 25,1975 IN WITNESS WHEREOF,the ;p~rtitf~have ,hereunto set their ..•nand;-ana seals "tlifS·Hth dayof~'Janul~;!'§i2;,.-, WITNESS:,~.Z/;~ I.I ,'.I :,r' ., ;'l '~.I II ,I 1"1'!t'!i r I"Jr,::,'.:;>.[:I:' ,.•'1 '"I' ,','.;:,:'; ,i' j'r'o,.. I' .i,,' "...~","I ...'. r'.:\."~,:.~. ..,~",.....'. .'.,,'." •,,'r.'. '-". ,:..I \.1',.".~::: .:' 'j", i I III I .lIN,THE,~OURT:OF.COMMON.PLEAS OF.WASHINGTON COUNTY, ,_,.1:. .,;',,"...I 'i·,\1 '\',•,'~'...ORPHANS'COURT DIVISION~,:.,'I PENNSYLVANIA ·NOTICE l..·!'.!I.I".'..''... :INRE:ESTATE OF WILLIAl1.·R.'FRye,';.:,;;,;:-[',deceased I,;......'i:~'1('::<')"Pi·'It''I ;f··' ...:..1:.:',':'.•······.f"f'ill;01t··.,. I:'.,',;''I,':I·".i i ',.'t ••i:',f :' !I,·' 956 of 1969 •••,••J••••• .,,, .' You are hereby notified that the First and Final Account of the above-named decedent has been filed in the Register of Wills '.Office in and for the County of Washington,Pennsylvania, .I:':. on Febrluary 2,1972. i.[ I You are further notified that final audit of said account will be made on Monday ,__M:.=.ao::;.rc~h~_'..1.Q...,19 72 ,at _,;,1,.:.:-:.3,:;:,0_ o'clock ~.M.in the Orphans Courtroom on the third floor of the Washington County Courthouse,Washington,Pennsylvania,at and be heard if you so b '/s/Melvin B.Bassiy-...-----~~~----Attorneys for Estate ':WOODWARD AND BASSI' :. ,':," .~'.. .., .~;-,....,','\I,",' ·11 :",1:""',1'1' ~"l ~~"',!".;i I., '!'i ,'i' "Date::!:l,fehr,~~ry'l6,.19~2 !j"!.,-t"!:"\,' .which time you are entitled to appeari.:"..,, des.ire •.:'I!';,',:,:'."......:;....:. /'/'..~·H.-·~.~d<:::'r•• '1 . ". ," Hallie Virginia Jacobs,Daughter ... If Family Exemption claimed by Petition,give place of Record:~C?~~. If Family Exemption is claimed at audit,give e,relationship and basis for Claim:. lv M./~~'tL-u~~. Ust any advancement0'distdbution on accou t that has been made,and nature and amount af sa::t:J 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: John D.DeIreter Richard W.Derreter David Jacobs Patricia Jacobs Hunter H.Frye Hallie Virginia Jacobs Wilda H.Derreter 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 th~:h~knowledge and belief. ..~~~to and subscribed before me this..~~~day of ~~~197..~. ~of Officer..N9.~..~;JJg Signature~of Offic&:=:::;{a~~~~~'-k~~U.dC~t7.?':l Office expires A~9:W?"!::..~~/~~7.~,. $100.00 100.00 100.00 100.00 1/3 residue 1/3 residue 1/3 residue And your petitioner will ever pray,etc. ."',... "1 f/'1 '''I,i,f l•of.lU /'.. i i"1.....'l' ..,~(0 : f• I '7'..~';r.fjr,"t.III E' Deceased,, 956 of 1969 .'.....~.....-- I No. Estate of w;I;~JM:'J:;g~..E'.~.___ . ......_-_..--- -.;' .:. ~ Fiduciary_...~~~.~:...~ter and.....------__-__- Hunter H.Frye,Executors fWS::;;::r,"'~'1; ........_-1;,I~j"t'1CI'r.r.I ,""". '\"",..;:I ".r(GF Y/il ' ,1'1A \:/'/1"i 'h.",!,•L ,"'-',)""li;''I(''Q p, '"./..1'"i~. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL L', 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. WCX>DWARD AND BASSI I . " Attorney ~2 J --..;..:.-----...".-.jll-,I-N-----T-H-E-C-O-U-R-T-O-F--C-O-M-M-O-N-P-L-E-A-S-O-F.....,...W-A-S-H-I-N-G-T-O-N---:·"":""C-O-U-N-T-Y-,""':"P-A-:'.~._ ORPHANS r COURT DNISION WILLIAM R.FRYE," TIME: Estate of INRE: No.956 of 1969 ( ) ( ) ( ) ( HEARING ON AUDIT The Honorable p.VINCENT MARINO,Judge of the said Court• WOODWARD &BASS~,Esqs.,of Charleroi,Pa., representing the Accountants. Monday,March 20,1972,at 1:30 P.M.,EST Deceased. APPEARANCES:§ a:..!!la .I0( Ua:::l., :I:... ."(II ~z0(>.I>-UlZ Z IIIll. z BEFORE: o..l!l Zx·en t. 0(·3, e personalty,being mutual shares in several funds.The Executors .H.Frye and the attorneys are Woodward &Bassi.Mr.Bassi?- Frye,deceased.The Executors are John J.Demeter and Hunter .iiiII:III..a:.oll.III"a:..a::::lo,u .I0( Uii:~ THE COURT:. MR.BASSI: Numbe~956 of 1969,'the estate of William B. ... The sole"assetsin this estate were items of co'nverted such funds as may have been necessary in order to accumulate cash to payoff the debts 0 f ,the decedent and to pay the specific residuary legatees and filed an electiontt:o take in kind of Harbor Fund,the remaining stock left in the estate.Harb<r Fur{d is the successor fund to Convertible Security Fund,Inc.that - I'I. 2 is lis ted in the Inventory and Apprais ement. .THE COUnT:Well.how was the stock going to be divided? ;MR.BASSI:'.In·equal shares•.Your Honor.among Hunter H.Frye.Wilda H.Demeter :;tnd Hallie ~irginia Jacobs.who are residuary legatees.t,;Bycaunversion of the MassachiEli8~d;1ts:;Investors, Personal Property Department of Washington County.and I have which the three residuary legatees request to be distributed in There was a Personal Property:Tax claim that was filed by the Trust and the Colonial Fund.there we re sufficient monies to'pay May I suggest one other thing.Your Honor? Is there anyone else in Court interested in this $3.872.28 in cash.and the Harbor Fund stock valued at $9.279.60 enclosed with the audit papers the receipt in payment and dis chargl kind at theapp;r:aisal value. the debts and expenses of the es tate and to pay the specific legatee' distribution:now before Your Honorable Court a sum of money bei~~ who were gra.ndchildren of the decedent.So there remains for decedent's estate? MR.BASSI: THE COURT: :!:z«>oJ)- 1IlZ ZIIIII. i'g ClZ X1Il«~ ..:!:1 0:I-1Il Q oJ'«§ c:J., :I:......N iiiII:IIII-0:oII.III0: I-0::JoU 'oJ«\; ii:II.o •I , \e -r'- of that claim. THE CqURT:Very well.Is there anyone else in Court intere ted .in this decedent's estate? (NO,RESPONSE) THE COURT:The audit of this account is ordered closed by ," the Court. o (AUDIT CLOS;ED) t' The foregoing record of t.he proceedings uPOI1 the ''} ,J "\ " " t her~b1 certify that th~proceedingS and evidence are . ~contained fUlly and accurately tn the notes taken by me'on the hearlnq of >.I~the above cause.and that tbis copy is a correct transcript of tne same.zIII'a. io..Clz il/l~ ..=!:!II:..l/l C .I0(~ C:J., :r~ N hearlng of the above cause ts hereby appro\'ed and directed to be filed.. cDII:111..II:oa.IIIII:..II::Joo .I.0( 'Uii:II.,0 " J (ttnuuty. ESTATE OF <trnurt nf <trnmmnu 'lenll nf lIu1l4iugtnu Jeuullyluuuiu.(@rp4uull'atnmt Biuillinu 63-69-956No.,__---=-__...:-:..._ William R.Frye deceased In the matter of the Fit'st and Final John J.Demeter'&Hunter H.Account of,_ Ft'ye ,Executors ADJUDICATION AND DECREE And now April ,Z,;z.-,19 72 ,this matter came on fc:r heari.ng, audit and distribution at this session and testimony taken;and thereupon,upon due con.slderatlOn thereof.the1b.a.laR"e for distribution in the hands of the Ac.countant.is deter~ll:ed to be $1.}.51..00 ,and the account is accordingly confirmed;and It IS ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with .the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be flied sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account ,,--_ Additional debit asked at audit Additional credit asked at audit Balance',_ 3.62 1528.34 $14,676. $14,680.22 $13,151.88 100.00 100.00 Richard W.Demeter,grandson,legQcy, John D.Demeter,grandson,legacy, Deduct Clerk's Costs &Receipts~_ Attorney Woodward &Bassi ~ussell Marino,Agent,transfer inheritance '~t.~x,$785.96 .. Ititerest from 2/20/70 to 5/4112,26.88 842.84 David Jacobs,grandson,legacy,100.00 $11,978.04 Patricia Jacobs,grm ddaughter,legacy, Hunter H.Frye,son,1/3 residue, Hallie Virginia Jacobs,daughter,1/3 residue, Wilda H.Debeter,daughter,1/3 residue, 100.00I $11,878.04 13959.34 3959.35 3959.35 No balance NOTE:Incltided in the above residue for distril:ution ar~unconverted shares of Harbor Fund,Inc.held in kind and distroibuted as such at theve1ue of $9279.60,per e1ecticns filed and in the proportions as set out in proport;iona te 2 bares of residue. ",. 1 ''I '( r'1:r . 0 ,>,3 r Z......~'9~fir t-+ 1D 0 ::r- Q c CD lit ::s 3~..... ~0 0 0~-+..............CD........ ~0a-g._. b CD t ;: ~III ~ ..S~~,"!":t'"f'n~/.r'\",I,f.r"i ';:'~', t,"~ I',''1 :r :.1-",'1 !.f r .r.'"t .(,,.I!! •,-~-i ,I " f \r ~I 'I !,"f '-"l r'"r!,,r ~ I I r I I In~\'.--,---- ~\')C'\C'"'.'),.'\.)".O(,,~, :~) r;l ,".' -' CJ -- ,.~'.,r:;-'"U'f.......»(J) •~!'"t_ ,f •.)t 'j rl..')...'\ ('\t ''-'~'-""" i"''\',,-.--~-r !• ...J',. r'I, ,I, ;\."'rt r \r .~"h,(~,-.'.,\ {'r ·f 'f .f n d.--.'j ~-.rr !',.,~,' H-+,.r, "("t if ,('r .,r,r • ,r ')f" 'f"' (,I,)'~ ';r~[' !'"'r cH j ~n ["f J:'\,y ",j[ r..,...,,I () .'(' ,'.,t It !;,d ,,'1 1'1 r f'.\" [VI "1 "r'.~,r .)11·;i·t }'l r ,1r ;...t "'\,~'J \j",,(1 t q I 1!1- j"~~J r'i f' I~'. :t ., IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION NO.956 of 1969 IN RE:ESTATE OF WILLIAM R. FRYE,deceased RECEIPT AND RELEASE 'Vd "C8 j·;JL8NIHSV/,\ SII!f!"~()'j J J S:J J U Cd/';!//2f 1,.,7~~.i.::70~•.." ~d~ .7tl/~~~ !£~~/§tl.?.? '"~.-- eN "I ji Q(l U·q 1l'1vdI" ..I I~,;.."):::1t! ,,'HiI 7)~J ~{\it il'f ~*'...-6 , .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE:ESTATE OF WILLIAM R.FRYE,deceased NO.956 of 1969 RECEIPT AND RELEASE The undersigned does herewith acknowledge the receipt of all funds due from the Executor of the above Estate, pursuant to decree of Orphans'Court filed at the above number. The undersigned,by execution hereof,does herewith release,exonerate and discharge and otherwise save free from suit,claim or demand the said Executor with respect to all acts done and committed in connection therewith. Dated:May 15ft,1972 $~&~(SEAL) IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE:ESTATE OF WILLIAM R.FRYE,deceased NO.956 of 1969 RECEIPT AND RELEASE The undersigned does herewith acknowledge the receipt of all funds due from the Executor of the above Estate, pursuant to decree of Orphans'Court filed at the above number. The undersigned,by execution hereof,does herewith release,exonerate and discharge and otherwise save free from suit,claim or demand the said Executor with respect to all acts done and committed in connection therewith. Dated:M~y &-,1972 (SEAL) IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE:ESTATE OF WILLIAM R.FRYE,deceased NO.956 of 1969 RECEIPT AND RELEASE The undersigned does herewith acknowledge the receipt of all funds due from the Executor of the above Estate, pursuant to decree of Orphans'Court filed at the above number. The undersigned,by execution hereof,does herewith release,exoner~te and discharge and otherwise save free from suit,claim or demand the said Executor with respect to all acts done and committed in connection therewith. PI!-Dated:May Ii 1r,1972 ~~~SEAL).Z/ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE:ESTATE OF WILLIAM R.FRYE,deceased NO.956 of 1969 RECEIPT AND RELEASE The undersigned does herewith acknowledge the receipt of all funds due from the Executor of the above Estate, pursuant to decree of Orphans'Court filed at the above number. The undersigned,by execution hereof,does herewith release,exonerate and discharge and otherwise save free from suit,claim or demand the said Executor with respect to all acts done and committed in connection therewith. Dated:Mi?-Y ~,1972 (SEAL) .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE:ESTATE OF WILLIAM R.FRYE,deceased NO.956 of 1969 RECEIPT AND RELEASE The undersigned does herewith acknowledge the receipt of all funds due from the Executor of the above Estate, pursuant to decree of Orphans'Court filed at the above number. The undersigned,by execution hereof,does herewith release,exonerate and discharge and otherwise save free from suit,claim or demand the said Executor with respect to all acts done and committed in connection therewith. dDated:May /1 7r,1972 I; "'J~~ PLEASE ~IGN AND RETURT' ., !, I 'j I.;.,·"·, !,".r:' i ; ,,.." IN THE ORPHANS I COURT OF WASHINGTON 'COUNTY,PENNSYLVANIA ,. I I \ j IN RE:'ESTATE OF WILLIAM ~. "J ,'.~RyE~deceased ..','I .'',', '..;1.~. .; :..NO,.956 of 1969 .'.'' RECEIPT AND RELEASE ",",', The undersigned,by execution hereof,does herewith release,exonerate and discharge and otherwise save free from suit,claim or demand the said Executor with respect to all actsI;," , .I' Ip i I~.i I',1,., ~, done and.eommittedin connection therewith. Dated:~1!?/9t,v •,'f·....'..>t,. ""';", ,"", ~, ....;.: (SEAL) ~,jI f " '.'., 1-,'.-, .'-;:. , .1,1 :,''.~"" • -/'>I ~.,,;.'~:.:'!',. "'. ". ,',,~: .~I, Ll :""'::.'I \',I:,;. '/' .•~,.-•..i ~~,.' '-<'-, "."," ", ";., ..•,"'~...",".-..'..,.,'t ."..·h •.",_----_._-.~".'. --------------------------------------- .~~f 1~'PLEASE ~IGN AND RETURN.. ,;;,, ,( ,,'f'I· ",; ..~."-~,-~,." . " ...r.;;/ .~.:T• .',. ,,~ ...1 'c'" , ,, IN THE ORPHANS'COURT OF ,WASHINGTON'COUNTY,PENNSYLVANIA ,'j.. \ ", :,NO,'..956 of 1969..... "' "'-',-,'". .~'. , " ,,,::.:." ,~ ,, i,-, IN RE:ESTATE OF WILLIAM R. "FR~~,deceased 'i"~"_.•/'~.~:.~ RECEIPT AND RELEASE.:', ,I Theuridersigned does herewith acknowledge the receipt 'of all funds due from'the Executor of the above Estate,pursuant ,.to.decreejof Orphans'Court filed at the above number. ,,.'f The undersigned,by execution hereof,does herewith (SEAL), ...,..' .~,,:I'.. "',' ,'t'," ,..'.. "F':.',."".',',' ·f ~:.'-,'./,",. .,'.'\ .',".~"{',' ,.. ",,:..-; release,exonerate and discharge and otherwise save free from -., Dated:....S_···...c-Y...,l·f....."··+-.Z""'-·7..-2,;,..··_ ,.suit,claim or demand the said Executor with\respect to all acts done and 'Committed .in connection therewith. '"t !:..,, ,.,.'. ,:.1 ,\'"~..".':'"',..' ,. --3me"........~".,\It._.""" '..-.·..,'.".~.,··.•..•+~1·.~·,',:··-.."~I.•'·.'·"..·,········"·'1'·."..,--~.._----,..__.,_,.._.-__ PLEASE ~IGN AND RETURr' t"'., 'i .., ,J. IN THE ORPHANS I COURT OF WASHINGTON COUNTY ,PENNSYLVANIA." .,', "':,.NO, IN RE:ESTATE OF WILLIAM R.',''. ~R~,deceased .,..956 of 1969 RECEIPT AND RELEASE Theuridersigned does herewith acknowledge the receipt of all funds due from'the Executor of the above Estate,pursuant to.decree.:of Orphans I Court filed at the above number. The undersigned,by execution hereof,does herewith release,exonerate and discharge and otherwise save free from suit,claim or demand the said Executor with respect to all acts done and Committed.in connection therewith.'.. (SEAL) '~hn;D •Demeter· ,~..';o'•.':,"',," ." .'".':. Dated:,_."I?t_.._.._,a:y~'....,_.:?';",'-.'.'_1_7_7....6.1..- ,':.••;.,....,'!'... ." I·f. t '01••.;...,.''... ..'.~',;';-\.."..: I -.r , I .\. "'.,;'.'.",:'. .1_1 '(.', .:.. .'_..-'-'---~~-=r=-__~".•••""".",•.,.h;.·"·-•••·•·•·•--,'"•••__.~••.._-_.-"'~"-"-- - ---_._--------------------------.., r.JtJ til.,....-'..::.:~1~1PLEASESIGNANDRETURN It),'-, IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE:ESTATE OF WILLIAM R. :FRYE,deceased NO~956 of 1969 RECEIPT AND RELEASE The undersigned does herewith acknowledge the receipt of all funds due from the Executor of the above Estate,pursuant to.decree of Orphans'Court filed at the above number. The undersigned,by execution hereof,does herewith release,exonerate and discharge and otherwise save free from suit,claim o~demand the said Executor with respect to all acts done and Committed in connection therewith. (SEAL) Richard W•.Demeter 2 7 ,/171- ) Dated:--~~=---+------- / J .i Form RCC-33 ~~SIDENT D~EDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF W.AS..H.:I.N.G.T.O'N .. IMPORTANT:This return mus t 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 eoctension is .granted by the Secretary of Revenue.(Section 703 of the.lnl).erit~nce.aJ1~.E!ltlite:T~A.ctof lQ!>l.). ____~J ~~~~~;:~~J~=:~~;A:...::___}=:: Late '.of l p.,q,..S.,h..l.n.g..t.Q..n...............County . ::.:~___~::~;~~;::i~~:~==_=}.., Joh.nJ:D.eme.te.r arid ..H.u.nt.e..r l:!Fry.eT ·..................... M1Kdb~ttiCtill'rX of the estate of the ~~ve-named decedent being duly sworn.depose and say EeeutorS ., Decedent'djed N.o..y.e..m.b..eT...... ·2.0..,19 6..8 ftestate leaving a last will.copy of which is hereto attached•.} (Month)(flay)(Year)L;e*~~~ Name and address of attorney or}Jo.seph L .•Hoffma..nn,..242 W M.a..tn.St..,MQoongahe.la..,..P..a.. other aQthorized rep.resentative to .. whom all correspondence should be..J..§..Q§).. mailed. That as such ..JJH~.~.!.!.t..Q.r..:?.."deponent is familiar with the affairs of said estate and the property con- (~:x"cutor-Admini~trator). 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;~ ...~~_._- .RELATIONSHIPNAMEANDADDRESSOFBANKOROTHERn~STITUTION THI.S SAFE DEPOSIT BOX RENTED OF JOINT IN WHICH DECEDENT RENTED A SAFE PlWOSIT BOX IN NAME OR NAMES OF HOLDERS TO-DECEDENT None .---. ._...-... -'-. . -...... .--~.--- That the contents of §~id.safe depo&tt box or boxes are itemized under Schedules of this return,with the exception of th~follOWing,fOf the reasons hereinafter set forth: .That Schedule A attaQ}led l1ereto and made part hereof sets forth fullv and in"detail dl the real property in the Commonwealth of'Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage enQ\.Ullbrances upon eQ.Ch parcel of real property at the date of death,giving the amount still due at death,name of mortg&gee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns pfovided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attacl1ed hereto and l!ll!,de part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of deat~;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 indiVidually,or in trust for any other person or persons g:l,ving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the c~§e of savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates Qr notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,Jewelry,silverware,pic- tures,books,works of art,hQusehold furniture,horses,carriages,autQlQobiles,boats,and any and all other personal chattels of what~oever kind or nature,left bydecedent,together with the fairly estimated market value thereof;all bonds and mortgages held by decedent and of all claims due and owing decedent at the time of death,and all vromissory notes Or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,With interest tnereon,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 item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,boods and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent ~t the time of death,with the market value thereof at such time. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as 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 co~y of the deed,trust agreement or other instrument creating the trust.Thert~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 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 lmpaid at time of ~.,death;taxes accrued.chargeable for period prior to decedent's death,(except,those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein" have been carried forward and properly registered in the summar.y•.-..~. . /./~7 /;-----,i,/p~G.h1~?,.e_~Subscribed and sworn to before me this /,/1-. ......,..-'7~day of~~n.MU.ll1 19..•Z..L .~~~_ "~~!:~.z~~,tf:.~.........................R,g,#.}st;:;;t·N~;;;b(;;r·--····-- ,vlonongahela,ashington C{)unty,Pa.,~..h,~,tJ,~..r.Q,.i...2 P...Q....,J ..5.0.2.2.."..""".,,..,,",,, My Commission Expires (City or Town aM State)May 9,1972 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, se~urities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached._Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (1-64) COMMONWEALTH OF 'PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT 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 (1)(2)(3) described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATIONconveyancebywhichthedecedenttooktitle;If a farm state number of a-FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this spoce)to be listed on Schedule "F"and must not be deducted from this schedule. None 0.00 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. 0.00 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA TRANSFER.INHERITANCE TAX RCC-3p ,, t' ." SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property 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 undistributed 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 UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) 29 shares Massachusetts Investors Trust,17.735 530 shares The Colonial Fund,Inc.common14.875 1 2 3 760 shares Convertible Security Fund, Inc.,now Harbor Fund,Inc.@ Note;Quotations of values from Hunter-Parker,Inc. 12.21 9279.60 "< 7883.75 •~~. 514 •32 \)J \")- Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 17,677.67 Rcc-36 'comroN'I'EALTH OF PENNSYLVA.NIA Tfu\NSl~ff INHERITANCE TAX RESIDENT DECEDENT , SCHEDULE "c" TRANSFERS (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 therefbr?(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)_~n~O~__ (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)~n~OL-_ (a)Was there any possibility that the property transferred might return to transferer or his estate or be SUbject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?_ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under whtch 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)_-"n~o~_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)_~n~o~__ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedentaloneorothers---::--_ (7)Did decedent in his lifetime make a transfer,the consideration fbr which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)no (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was SUbject to Change, because of a reserved power to alter,amel).d,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)__~n~O~__ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)- - - NOTE 1:The anSwers to these questions Should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit 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 None DESCRIPTION MARKET VALUE (Estimated) 0.00 DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.0.00 ReC-38 COMMONWEALTH OP PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT "- SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRllCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name I unit Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,where Real Estate.! percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest None 0.00 Insert this total OPPoSit~'"Jointly Owned Property",Schedule ~E" in the "As Reported"col1ll1U1 on the last page of this return.O.00 r ...."....... ReC-37 (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 OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH I-lllnt~Y'I-l I='Y'V~Beallsville. Pa.15313 Son yes sui juris Eegacy John D.Demeter 9221 Volunt E!er Drive,Mt.Vernon Forest, Alexandria,Virqinia 22309 Grandson ye'5-'.,sui juris LeClacy Richard w.Demeter.Box 140G R.D.#1-Charleroi,Pa.1502?Grandson yes sui juris Leqacy Patricia Jacobs Mastranqelo San Francisco,California Granddaughte yes sui juris Legacy David Jacobs,24152 Castillo Mission Miljo,California Grandson yes sui juris Legacy Hunter H.Frve.Beallsville. Pa .•15313 Son yes sui juris 1/3 Residue Hallie Virainia Jacobs. 20 w.Santa Anita Terrace. Arcadia.California 91006 Dauahter yes sui juris 1/3 Residue Wil rlrl I-l n~m~t~Y'R n #1 Charleroi,Pa.15022 Dauahter yes sui juris 1/3 Residue " Deponent further says that all the above-named beneficiaries are living at this time except below:Non e NAME DATE OF DEATH RESIDENCE ~IATTER OF THE APPRAISEMENT )JIJ~IAM.R!FR.YL .. Deceased OF THE ESTATE OF (Executor-Administrator must complete "As Reported"column #1.) r.l :c......,""0 !:l:l "":0 ill ('l)('l) 0 ""E..til :......:::l til til '~til 0.....:::l ""0...,:M-~E..""Il>:.....r.n 0><Co<""0 "CIl>('l)r::r ......cr 0 ~:0 "C t%:l ':E:('l)... til ,~,....,...:CD '<Il>....:0-('l) b :"'$ :0:c ,CD :"'$ :M-~ Year . IN THE t No. Will Administration Late of . ..Cq,Y'Y'0 1.L.To wns.h.ip ... REPORT AND APPRAISAL Commonwealth of Pennsylvania County of .Washington ..CI:lc::~ ~>!:l:lC;WU;U;><:o ::r g.g. ;:s'~'~'~ (')tJ:l >=::::::rn -= 00-<J)0-(;j9-0 00~000 JOlJeph L.Hoffmn.1111 Attorney et Law 242 \7.I.!o.::J.Street IIonongahela,Pa.15063 ~ ..........m"-I "-I C:>. C'I b -.....J b :.....~ ,........!:l:l ;'"("D-"'0)"'0 ~.0-,..........,0,........b ct •:.!"c... 0'0)0- 0,........6 "-~ ~. .~ .~ .~ ~ , N ~ .~ .~ .~:'\.). >til t:I(l:~cttv""-2. :::lr.:c.. •• RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT JOHN J.DEMETER &HUNTER H.FRYE (Executor a6K~. IN YOUR REPLY PLEA.E REFER TO 37-249-5 j In Re:Estate of W_I_L_L_I..,;.A_M_R_._F_R_Y_E _ ____W=I::,S:..:H.=.I:.;,N.::;.G;.T.::;.O:.;,N County -File No.63-69-956 lX_X You are hereby notified that the original appraisement in the estate of William R.Frye has been filed in the office of the Register of Wills qf Washington County on January 20 ,19.1.l.Said appraisement reflects the following valuations: Real Estate _--'---=_ Personal Property ~1~7~,~6~7~7~.u6~7L-_ Transfers ---=--=-""'"'="'=-.,..,,__ Tota1 ......,.---""-=1:!::..7~,6!L7.L7.L.L.~6.L.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. Dat e __..::::J~a~n~u~a!:.!r-.ly~2&L.:!QI4-'~1....9J..7.Ll..l...-__ DATE OF DEATH:November 20,1968 Note:This is not a bill. ;,--.. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of FRYE, (Last Name) WILLIAM (First Name) R. (Initial) DATE OF DEATH 11-29-68 FILE NO.63-69-956 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of \"ashington 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". 1-20-71Dated:--=-~::....-....:....:=--------- 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 REAPPRAISED $-------+-- 17 677 671767767 VALUE AS REPORTED VALUE AS APPRAISED $$~------I--1 INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $---+__2% Tax on $-+-_-(6% Tax on $-----------+--5% nxoo$lK Tuoo$l~ Exemptions * Total Estate -+..__ TOTAL TAX COMPUTATION OF TAX $-------4-- $--------1-- $--------+-- $--------+-- $--------+--- $....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 ::::::::~~:I==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $-----l AMOUNT OF ESTATE TAX ASSESSED $--~-_I- Estate tax paid $l- BALANCE DUE $----Jl- Add interest at rate of 6%from t= -------l:to-----$--------1. TOTAL TAX BALANCE $-----~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..{No.Admimstration .~ IN THE year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF WILLI.AMR~F.'RrE.. Deceased Late of . County of CARROLL TWP. WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL • ( I Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ......J.a..nu.a..r.y......2..Q..,........19...71.... 'DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ....:~.....~....W.~.~.h.!.~.g!..~.~.................'06URiAU COUNTYOFCOUNTYCOLLECTIONS HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•........6..3..=.6..9.=..9.5.6.................................. Whereas,................Wil.l.i.am....R.~......F..r.y~.....................................................................late of ...................C.a.r.r.9..1.l.....'rwP..L ..................................... in the County of ................................W.~.~.hi..ngt..Q.n...............................................................Commonwealth of Pennsylvania,having died on the ....................2.0.....th.....................................................day of ...................N.Q.Y~.m1?.~.:r..........................19...§~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; I Therefore,I,..........."...W.•.R,......C..ha.n~.Y.......""""..""............."..,,",,...........................,an appraiser duly appointed according to law,, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix II 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. I Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax PurpolOs $ PERSONALTY: See copy of Schedule "B"attached 17,677 67 I I ".. " "-'I!.~ ',' .,Total 17.677 67 .- " I fonn~;~hb~~::I:b~wOl"ll'~~:~:;o~~~~~?:\;~;~;~i":7:i~ Appra, ~•••••;;;••;;~~~• ......................................................... Penna................................, WASHINGTON ....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of WILLIAM R.FRYE Deceased. Late of Q.ARRP~~.....'I.'WP...!... Date of Death,....N.Q.Y.~m1;>.~.r.~Q.,......l~..6.S......... A ppraisemeI!t Docket Vol...37,. Page,~4.Q.::.5.No 6.3..::..Q.9..::.~5.6 . Filed in Register's Office,Jan.20.,J9 7.1 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement,. Appeal j"om Appraisement,. Entered and charged,.. I •~ . J'-.. --.~~.,- 11n tbp (@rpQuns~(tLnurt nf lIusQingtnn mountg IN THE MATTER OF THE AUDIT OF ACCOUNT In re Estate of Eqe Williaro..B No.R3:'!R~:,:fH~R",..J.~.t...Q.'!i.:r...Term,19..?~,AA ......i~hn..J D.eme:t.e.r &..iiw:lt.e.r...U f.ry:~,~r~.~JVQQ~!3:];'.4..~..f3~.~.f}.t.l ..!'!i.t;y~.•....................................... ..;.,Acffielevit Date of death..NQ.v.~mp.~r..~Q..l ...:t.~~~L..Date of filing Inventory Appraisement ~~.J;l.Y:.~.:ry.J.:~.I..J~.'!.~. Assessment TO THE AUDITING JUDGE: .Enter my appearance for Personal Property Tax Due Washington County,viz: ITE M Valuation ]972 760 sh ,Harbor Fund .@ 6.17 4689.20 sh Colonial Fund @ 5.15 29 , sh Mass Inv.FU~d gg y PP y PI:",~V davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estat:}_"O~I ..~o.th.day oL~.:r.cb........................19.7.?.......A.V.CAPANO,Solicitor . 1971 760 sh Harbor Fund @ 5.51 4187.60 530 sh Colonial Fund @ 5.32 2819.60 29 sh Mass Inv.Trust @ 5.53 160.37 .. 1970 760 sh Harbor Fund @ 5.75 4370.00 530 sh Colonial Fund @ 4.87 2581.10 ?Q '"'h MS:l<'-'<T'YI'tT,ITI_,,~~@ Fi..70 If\Fi ~o 1969 760 sh Harbnr Fund @ 5.50 4180.00 530 sh Colonial Fund @5.36 2840.80 29 sh Mass.Tnv.Tmst @ 5.71 165 .59 (Continued) Year Inventory Assessment Valuation 12%Assessment Tax at 10%Collection %6%Interest Total ClaimAppraisementReturnedPenalty4MillsPenalty5Disc. 19 72 7820 ----lliLne 7520 ---.--~O.O8 ----....1 50 28 .fiR 19 71 7165 None 7165 -----?R ,f\f\2.87 .84 32.37 19 70 7115 None 7115 ------28.46 2.85 2.52 33.83 19 69 7185 None 7185 ------_.-?'R.74.2.87 9.66 41.27 19 68 12880 None 12880 --------'.51.52 5.15 10.92 67.59 19 67 9870 NnnA 9R70 ..------,..-39 .4.R 3.95 10.80 54.23 Please make check payable to Washington County Personal Property Dept.TOTAL CLAIM ~)/,g1 ~~~~~~'_"d"The fore oin is a statement of all items taxable as the ear in the Inventor Aa 8'IiIii1!l'le"Fl~7'fff ~ • ./ l " '".. ._\ -1 [1(~ '-< No.Q.:b.Q.9.~.9.9.9.,.J.I?t...Q:!;.+-....Term,19.n~_.._...,AA In re Audit of Account in Estate of ._F.ry..e.,..1lilliam..R :. AUDIT Jrurripr for i\pprurunrr FOR WASHINGTON COUNTY PERSONAL PROPERTY TAX --I A.V.CAPANO, Solicitor ~9 ,-.\ -l -l --\ ro -~ '--: y ~~, y ... 11u tbr OOrpQaus'(ttnurt nf IJasl1iugtnu <tTnuuty IN THE MATTER OF THE AUDIT OF ACCOUNT In re Estate of _.fn~,W~JJ~~~..!.i.!_.._._.._---_No._._.__.._.__..__,..__Term,19 ,AA ,', AffidavitDateofdeathDateoffilingInventory Appraisement_.__..__. . .__.,.._. Assessment TO THE AUDITING JUDGE: Enter my appearance for Personal Property Tax Due Washington County,viz: 1968 760 sh Harbor Fund 530 sh Colonial Fund 29 sh Mass.Inv.Trust ITE M @ 11.53 Ii 7.46 @ 5.71 Valuation 8762.80 3953.80 165.59 ,. 1967 760 sh Harbor FUnd @ 7.75 5890.00. 530 sh Colonial FUnd @ 7.16 3794.80 29 sh Mass.rnv.Trus-t @ 6.35 184.15 Year Inventory Assessment Valuation 12%Assessment Tax at 10%Collection 6%Interest Total ClaimAppraisementReturnedPenalty4MillsPenalty 19 19 19 19 19 19 Please make check payable to Washington County Personal Property Dept.TOTAL CLAIM The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi- davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate. ..._...._day of..__. . .__..____.._.____19 _.A.V.CAPANO,Solicitor .;':.'/'"I t,.1...,.:~ ,• No __,__.__..__.__._Term,19 ,AA In re Audit at Account in Estate of.. ~'~J~)~r;n"'AILhf!~~.Ji \.1 in ?I.';1!.;..~} " \ '-I. ......................Frye.,...Wil.1.iam...R •........._ __.' AUDIT Jrurripr for 1\pprurunrr FOR WASHINGTON COUNTY PERSONAL PROPERTY TAX A.y.CAP.ANO, ,Solicitor ~9 I-W 2.3 ~Li.i'~,':I!W f:Ec!:.,i Eh 0 F WI LLS ~!.J/'.,SHi H:.TOi,.)CO..PA. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 . July 14,1972 Mr.Russell Marino Register of Wills Washington County Court House Washington,Pennsylvania 15301 Re:Estate of William R.Frye File No.63-69-0956 County of Washington Date of Death 11-20-68 Dear Mr.Marino: Enclosed is a copy of a Protest filed in the subject decedent's estate. On July 14,1972,Joseph F.Shamay,Assistant Director for Taxation of this Bureau·,advised Joseph HoffmanI).,Esquire, that the Protest has been Sustained. Accordingly,you are authorized to amend the record of this estate to conform therewith. Very truly yours, if,L/4-:H"'"~ Robert L.Schrift,Chief Inheritance Tax Division For:Peter J.McHale,Esquire Bureau of County Collections RLS/lal Enclosure J t 0-.~ July 14,1972 Joseph Holtmann,Esquire 242 WestHain Street M¢nongobela/l PenNJylvan{a 15063 R.j EstQ'te 0:1 'William R.hye FileNol63.69.0956. eC»Un~Y"of Woslt!.ng1'Oi\ the Inheritonce -rex P1:'o-te.t Board of the Pennsylvania nepQrtlllent of Revenue lMt'on the 7th.dcly of July,1972,and considert4 'the . Pt'O-tes't filed in the aboYtt ••tat...The <teel.ion of the Bocn:d 10U,O\oI8 S The COI'IUICnW'eetlt-h.P1:'O't••t tiled June 8,1912 1.sustca1ned.The Regute..of Will.erred in"hilS calculation an4 an ad4itioncd $48.73' intel'.st is ,ch~rg.a te theexec;:utot'sl''. JO"ph F.Shcsmcty","Assistant Direct'e!'10"1 TtlXation FOR:"~t.r J."KcHal.,Director Bulteauof County Collections JPSrsir . COi Russell Mal'Jino,Regute~of Wilb Washington Coun-t:y Court aOUS. WcaaJUngtbh /I Pa.15301". ,).'...COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 June 8,1972 Inheritance Tax Probest Board Bureau of County Collections Department of Revenue Harrisburg,Pennsylvania Re:Estate of William R.Frye File No.63-69-956 County of Washington Gent lemen:' Pursuant to the prov1s1ons of Section 1001 (1)of the Inheritance and Estate Tax Act of 1961,a PROTEST is filed against the action of the Register of Wills of Washington County in the William R.Frye Estate. Inheritance Tax Receipt #B-46319 shows the interest rate of six percent (6%)calculated from fifteen months after the date of death,F'ebruary 20,1970 to the date of payment, May 16,1972,to be $56.88. The Protest'ant contends that the Register of Wills erred in his calculc.tion and that the correct amount of interest owed is $105.61. It is the Protestant IS position that an additional amount of $48.73 int.erest should be charged to John J.Demeter and Hunter Frye,ExE~cutors. Very truly yours,~~<~~~ Inheritance Tax Division FOR:Peter J.McHale,Director Bureau of County Collections RLS:MP/cag CC:Joseph Hoffmann,Esquire 242 West Main Street Monongahela,:?enna.15063 AND AGENT OF TME COMMONWEALTH Form RC C-10 • ...-.<••.• OFFICE OF TME REGISTER OF WILLS OF Was hi n9ton COUNTY STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN J THE SUM OF $Y5~~·.7F,?dre:::;;;......4:;l:~':?l,/ r ESTATE OF ----!W.!....:I!:..JL~L~I!..!.A.l..!M----!..lR'-!..--!.F...!.R~Y'_!E=__LATE OF Carr 0 11 TwP••Was hi n9ton Co..Pa• DATE OF FILING APPRAISEMENT ...L,lua1-lo.J...e.......:.qL...----Il...;:9u7~1l...+_.__DATE OF DEATH ---"N~o.:!..v~e..!.!.m!.!:b~e:..!r'----'2~0J..__!.1_=9:..::6~8~_ DATE NO.'OF VOUCHIIiO"I:NAME OF PAYEE REMARKS AMOUNT 1968 Nov.28 Glasser-Miller Mortuary Funeral expenses 993 06 v I Dec.2 Dr.Fremoter Professional services 80 00 "" Dec.4 Dr.Moore Professional services 15 00 v 1 __-t_=6---t,..---_-+-.:..:M=o..:.:.n_-.:..:A_'_r.::.c--=-p..:.:.h~a_'_r.:..:..:m~a.::.c.L._v ~A..::::c..:::c..::::o-=-u~n....:::t~v.:::..s..:...-..::.d..::::e..::::c-=e..:::d-=e~n....:::t -+_---=2..:.4-+..::::0.;::.0_/ 9 Forest Lawn Cemetery Inscribinq marker 74 66 / 1969Aua. Q 27 I-lllntiontnn nY'ivp Hosoital Account vs •.decedent 346 00 / Reqister of Wills Letters and short certifica e 21 50 / 27 Guy A.Rogers Probate 15 00 ~ 27 Wrlc;hioatnn Countv Reoorts Advertisina Letters 14 00 ~ Mononaahela Publishing Co.Advertisina Letters 12 50 ~ 3 00"""" 4 00"" 30 00 / Debts and Deductions Notary fees Reqister of Wills Inventorytv\.c..~i:t:I 1C 00 v Rpnic:tpY'nf Wills Bettv E.Wenzel TV':lnc:-ft:lV'-ft:lt:lc:nn c:tnrkc: John J.Demeter and Hunter 7 7 7 7 7 27 1971Jan. Joseph L.Hoffmann Attorney fees IJ 7 H.Frye Executors'Commission 883 883 1LLO< 88 V- 88 ,/ LLA /~I II~ 7/ COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Washington S8: W~John J.Demeter and Hunter H.Frye.HEREBY CERTIFY.THAT.TO THE BEGT OF MY KNOWLEDGE AND BELIEF.THE FOREGOING ISA JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO TME ESTATE OF WI LLI AM R.FRY E•...DECEASED.AS DEDUCTIONS FOR INMERITANCE TAX PURPOSES.,.")~'7C:') ;t:/v v /.1.~7/'-J ~?'""-.Le.-~?Z»(L.5.) SWORN AND SUBSCRIBED BEFORE ME THIS tj DAY'~//~./_-#:'~_Janu~4 ..71~.c..-~-"7~~.~(L.S.)~~,.~1jdc'-.Executors (/ :Otary Plii c Joseph L.Hoffmama BETTY E.WENZEL,Notary Public Att"rncy at Law Monongahela,Washington ~ounty,Pa.242 V/.r.!aia Street My Commission Expires Monongahela Pa.15063 May 9,1972 ' Form RC C·lO AND AGENT OF THE COMMONWEALTH OF _--:.W.:.::a=,s=h:.:i:.=.n~g....t=o;.:;n=--_COUNTY 't .' \..r'STATEMENT OF DEBTS AND DEDUCTIONS •~OFFICE OF THE. REGISTER OF WILLS '" WILLIAM R.FRYE Arcadia,CaliforniaESTATEOFLATEOF---=_ DATE OF FILING APPRAISEMENT DAT5 OF DEATH November 20,1968 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" 1968 Nov.22 Glasser-Miller Mortuary Funeral expenses $993.06 no"?nr l"rpmntpr Hosoital visits 80.00 .d nr ..Hosnital visits 15.00 h Mnn-~r("O Pharmacv Druqs 24.00 q Forest Lawn Cemetery Inscription on marker 74.66 9 Huntington Hospital Hospital bill 40.00 1969 Russell Marino,Register Aua 27 ~.f=TAT~1 1 ~T,pt-ter!=:testamentarv 21.50 27 Guv Roqers Witness trip 15.00 27 Washinqton County Reports Legal advertisement 14.00 ?7 n;:\ilv -lican Leaal advertisement 12.50 1972 Hunter H.Frye and:ran 10 T~l-.",Ti -Expcntors'commission 883 88 Woodward and Bassi10.Ti .,.T.l-f",oF""·Attornevs'fee 883.88 Russell Marino,F~~ing inventory,first In n ..........~"'.............",oF TAT;1 1!=:;'In fi nrll account.etc.25 00 oJ In Nn+;:\r'1 Public Notarizations 10.00 10 Hallie Virainia Jacobs Familv exemntion 1.000.00 - $4,092.48 (L.s.) (SEAL) COMMONWEALTH OF PENNSYLVANIA } COUNTY OF WASHINGTON S8: We,.Tabu .r.Demeter and Hunter H.Frye MY KNOWL.EDGE AND BELIEF.THE FOREGOING IS A JUST AND TRUE STATEMENT OF ADMINISTRATION SUBMITTED TO THE ESTATE OF ••R F e INHERITANCE TAX PURPOSES. HEREBY CERTIFY.THAT.TO THE BE.T OF DEBTS.•..FUNERAL EXPENSES AND EXPENSU OF ('DECEASED.AS DEDUCTIONri FOR /6t .t::::--+---. 9''DAY~~#l~ ~---=~~=-~~=:::.--=-~eb~::u._.4;#J..dL2:.:::::.....--Hun ter H~ SWORN AND SUBSCRIBED BEFORE ME THIS '"'---t~~!J;U~~~-...;.....,f:4+---,..'Z 2