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Home My WebLink AboutOC1969-1083 - ESTATE OF BOUSTEAD~n fi1e <ttnurt nf Q!nmmnn Jlrns nf llns~ingtnn Q!nuuty • . Jrnnsylunnin. ®rp~uus · Q!nurt llittisinn ESTATE OF Mary Boustead a/k/ a Uaey J. Boustead, deceased. In the matter of the First and Final Account of John K, Boustead Executor ADJUDICATION AND DECREE And now Juq 6,2 _, 19_11_, this matter came on for hearing, audit ar.d distribution at this session and testimony taken; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $ 16:.322,,38 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 filed sec. reg. or an appeal be taken herefrom sec. leg . . : SCHEDULE OF DISTRIBUTION Balance per account ________________ _ $ Additional credit asked at audit Balance---------------------$ 16,322.38 Deduct Clerk's Costs & Receipl-------------- Attorney _____ ...~~.ILIIaiiii-I:I.OS~:~-tRWieo-P.IJJ0'-ll".w~l.-l""'d{j,jsoiOIID:a.--------- $16,289.88 /Cl7-/ J r CQ. c.rD . /;7'#-A-~ Russell Uar1no1 Agent, transfer inheritance tax, $80.78 Interest from 12-6-70 to 8-3-71 3.19 John K. Boustead, husband, residue, cash, principal and income, 83.97 I ~D.~· $1~6 20~.9~"'\ ~. I LfG :f~'-t! '1/ I ~~~ -~ . No bw:ance · * 0 ~ ~· .... ::s z ~ n. ~ p if ty 0 ~ .: CD _... :I 3 §, .... 0 0 0 .... .... ii ..... .. a 0 = .... t .... b :r = CD " ~ & s ,. ~ t:l ~ ~ .•. I J C!!nmmnttntralt4 nf Jrttttsyluattia,} .5.5. lla.a~ingtnn QI:nunty. KNOW ALL MEN BY THESE PRESENTS: Where:ts, at Washington, m the County aforesaid on the 26th. day of September A. D. 19 69 , before me, Russell Marino , Re:,5ister for th:! Probate of Wills and Granting .Letter~ of Administration in and for the County of Washington, in ·the Commonwealth of Pennsylvania, the last Will and Testament of Mar~ Boustead,A/K/A Mary J. Boustead late of Hanover Township .. ' in the County aforesaid, C:eceased, (a true copy whereof is to these presents annexed), was duly c.dmitted to probate; and John K. Boustead the Executor Ill said Will and Testament named, having appeared before me and taken and subscribed the oatil of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as afore<aid, do grant these LETTERS TESTAMENTARY, unto the said John K. Boustead committing unto Him the adminiE.tration of all and singu·lar the goods and chattels, rights and credits, which were of said deceased, and rE<J.uiring Him to exhibit a true and perfe.:t inventory thereof into the Regis1er's Office, at Washington, within ninety days from the date hereof, and to render a just and true accoU1t of said administration at the expiration of six months from-the date hereof, and to regard and compl:-· with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and th.:! seal of said Office at Washington, this 26th. day of September Ill the year of our Lord one thousand nine hundred and Sixty Nine .............................. ~:&~--- Register ) ~~-~---------------------------------.. .. , .~ ...... --..... - ' \._ > ~~ ~ ~~ i'1 iCc:~ l c.... ! • ! ' ! tl:l i 0 ~ ttl l cT CD I ID ~ I ' i I ~ to ! ... !;s;: to+ ~ !Ill f-1 !'1 t:l r< IT1 1tx~ (/) E) -1 !0 )> to i~ -1 t:l im IT1 ...... ic:T 0 ~ i(!) "1'1 = illl -I~ ~ = ... I ta f-1 sa i .•. / I, MARY BOUSTEAD, of the Village of Florence, Hanover Township, Wash- ington County, Pennsylvania, do hereby make my Last Wi 11 and Testament and revoke all Wills by me at any time heretofore made. FIRST: I direct that my funeral expenses and the expenses of my last illness be paid as soon as may be convenient after my decease. SECOND: I give all of my jewelry to my sons, CHARLES JOSEPH BOUSTEAD and JOHN ROBERT BOUSTEAD, to be divided equally between them. THIRD: All the rest, residue and remainder of my estate, real and personal, I give, ·devise and bequeath to my husband, JOHN K. BOUSTEAD, his heirs and assigns, conditioned, however, that in the event of his death in.my lifetime, or in the event of his-death within the period of Thirty (30) days after my death i the ·said devise and bequest of the residue shall lapse or be diVested, and in I either event I give, devise and bequeath the said residue. of my estate in equal I . shares to my sons, CHAR~S JOSEPH BOUSTEAD and JOHN ROBERT BOUSTEAD, their hei=s l and assigns; I declare it to be my intention that should my husband, JOHN K. BOU-1 STEAD, be living at the expiration of Thirty (30) days from the date of my death 1. the estate hereby devised and bequeathed to him· shall vest in him absolutely an.:i in fee simple, free of all conditions. Guardian o:0::~:.t:t:0::n::em:::ra:::::: ::~:0::::0:::s~~-AND TRUST COMPANY I FIFTH: I nominate, constitute and appoint my husband, JOHN K. BOUSTEAD! Executor of this my Last Will and Testament, and in the event of his death, in- ability or refusal to act I nominate, constitute and· appoint my son, CHARLES JOSEPH BOUSTEAD, Executor of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of /Jzc~J-1963. . . --r-).-J.<?z~·:..ao-t:Z/1.~//-~-.L.;.d;;__· .. · --:C'~:-----:-e;;;_.~..::;.;;·c.~:ce.;.....~.;::;._." ___ (SEAL) · _((Mary Boustead) ,, .... . , Signed, sealed, published and declared by the above named Testatrix, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have hereunto subscribed .our. names as witnesses thereto. / J ;. ! l- I-t i j,~ • • i .. i 1 ~ ' I . i.~ ~ .. ;-. ,. ! I .- ' r t· ,.. '·· f .. ~·~ ·-r: . l r· l l [' -_ t l ,· I ~ :. ' I \' ' -; .. I l -. i. Z: ; ' ; .• I 1 I ~ ! c I ' I t. i ~-I r. I r I ~-. -I ( _j > I ;-. 11 l I .~ L. I ~>. -I ~3-!o9-16 %~ Affi~nuit ®f 1£xrrntnr ®r A~ministrntnr ~tatt nf Jrttttayluania. t ss: C!!nunty nf Dllaa4ittgtntt \ Personally before me, the undersigned authority, a. ............... NQ.tAIY. ... fY!:!l~£ ............................. in and for said County and State, appeared ...................... J.ohn. .. K~ ... .Ro.us.t.eafl ................................................................... who, being duly sworn according to law, deposes and says that . he is the executor or lUI~ of the estate of MARY BOUS.TEAD.~.".a.tkt.a. ..... MARY .. J ..... .B.QU.S.'.re.M.~ ............................ " ..... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...~:. ... ~~~~~~.~ .... :.~.(.: ... ~:, J • 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 appraiseme:1t of each item made by tl1e above named Executor ~ day ;::-~~;~:;;;;.:~;~:;!~.:.1 ~~ ... K~······-···--.. . ...~L, ...... :~f-... .I~(LJJ.~k~z:~~~~.~. ·) (/................. Executor~ . ' ~~~"' I\ ~rlrTIONAL INSTRUCTIONS . 1. An inve,ntory must be filed within three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; l Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2 lJnurntnry auilJ\p.prai.armrnt of the goods and chattels, rights and credits which MARY BOUSTEAD, a/k/a MARY J. ' were of ..................... BODS.TEAD .................... " ...................... : ..... " .... late of ...... ll9nQY..~.t .... IQw.D.§.h~.I? ................................ " ............ .. Washington County, Pa., taken and made in conformity with the above affidavit. PERSONAL PROPERTY 60 Shares American Telephone & Telegraph Company Stock@ 51 7/8 10 Shares American Tobacco Stock, Com. @ 34 (Brands) 90 Shares Associated Dry Goods Corp. Stock, Com. @ 45 1/4 40 Shares Atlantic Richfield Stock, Com. @ 112 159 Shares Affiliated Fund, Inc. Stock@ 7.95 20 Shares Koppers Co., Inc. Stock, Com.@ 42 80 Shares Otis Elevator Co. Stock, Com. @ 43 1/2 10 Shares Philadelphia Electric 4.3 Pfd. Stock@ 63 32 Shares Pittsburgh National Bank Stock, Com. @ 70 1/2 REAL ESTATE NONE T 0 T A L ------------ DOLLARS CENTS 3,112 50 340 00 4,072 50 4,480 00 1,264 OS 840 00 3,480 00 630 00 2,256 00 $20,475 05 j BOU- STEAD ,,,)i'l '\,_ Inventory and Appraisement : ~ IN THE EST ATE OF ~MARY BOUS TEAD, a /k I a ~:',.,,'< ' f :J ~ '-? / ,' ....... ~.,{~ •••• ~~ ••• :!..~ .. )~2:Y.~.~.~, ................................ .. ?_,.·/·~ ; r '1 -.\,-1,~ I 'l~l, f'fi""f!J,, ~~~'""' Filed ........... !:.~~!~.~!.¥. ............................... , 19 ..... ?.9.. ,. STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law, deposes and says that the above a0count as stated is true and correct as ............ he .......................... verily believe . . . , .. r,, . . ~/ ' _,, . . '~r..,. k, Sworr.;-and subscribe'CH;e:fore me this .... .l.s; ___ ~---·· day of __ (~~~~~f,r·--;---~~----l9 ____ n_ __ _ --~~--J!. .. ld~~~·-····· \j (John K. Boustead) -------~~-;!!--~~--------------- ~-EDITH L DAGUE, Notary Public . · Wublngtan, Washington County, Pa. My Commission Expires Mar. 26, t97S Washington County, ss: I do certify that I have given legal notice to all per~ons concerned of the filing of the within account in the manner 0 z ,· ..... \ ---------:""--·-- ~~::::ifb;~e~\~t~~~~-b3.~Jf.~L:' .. ~~-~~i-~-~nce by prc~fs . Witness my hand and official seal this . .L~---·····-··· em_~ '11. day of ........................................................................ 19 ......... . j) . -~(\ Cfn ' . ---~----------~---------- "7 / 1r" dlh ? fi fiuc:·~, .. l • . v~r:~:.. 1-i.\fWW REGISTER 0 F i'/ 1 I l S WASHINGTON Cd ... p . . , A, .. . _._ Register of Wills "':'"..I .:~ .... --=--.. ------------------· ----------- J. -, ~~~1\YI'----t-1~~;7// ) .---V ; ·a~o~sa S!4~ U! uo!~nq!J~S!P JadoJd au!WJa~ap o~ pa~sanbaJ Alln~padsaJ S! ~JnO) a41 \ I '\ .. .. ·- The First and Final Account of JOHN K. BOUSTEAD, Executor of the Last Will and Testament of MARY BOUSTEAD, also known as MARY J. BOUSTEAD, Deceased, late of Hanover Township, Washington County, Pennsylvan~a. The Accountant is charged as follows: PRINCIPAL PERSONALTY To Amoun~ of Inventory & Appraisement $20,475.05 INCOME PERSONALTY Dividends, as set forth in SCHEDULE "B" 1,003.15 PRINCIPAL REALTY N 0 N E INCOME REALTY NONE TOTAL CHARGES ------------------------$21,478.20 The Accountant claims credit as follows: PRINCIPAL PERSONALTY Administrative Expenses, Preferred Debts · and Other Debts & Expenses, as set forth in SCHEDULE "A" $ 4,193.68 TOTAL CREDITS ----------------------$ 4,193.68 BAlANCE FOR DISTRIBUTION ----------------------------------------------$17,284.52 0 ,.; S C H E D U L E. "A" .. ADMINISTRATIVE EXPENSES: James R. Donaldson Costs Advanced: 9-25-69 Russell Marino, Register Letters & 1 Short Certificate $ 13.00 ·' 10-10-69 Washington County Reports· Advertising Letters 14.00 11-10-69 Burgettstown Enterprise Advertising Letters 9.00 2-6-70 Edith L. Dague Notary 2.00 2-11-70 Russell Marino, Register Filing Inventory & Balance on Letters 9.50 $ 47.50 James R. Donaldson Attorney's Fee 1,025.00 Russell Marino, Register Filing Account 17.00 PREFERRED DEBTS : 10-9-69 Lee Funeral Home Funeral 1,649.18 John K. Boustead Family Exemption 1,000.00 OTHER DEBTS~ EXPENSES: 11-28-69 Kurtz Monument Co. On account Marker 250.00 5-8-70 Kurtz Monument Co. Balance on Marker 205.00 T 0 T A L -------------------$4,193.6.3 I S C H E D U L E "B" INCOME PERSONALTY DIVIDENDS: American Telephone & Telegraph Co. American Brands, Inc. Associated Dry Goods Corp. Atlantic Richfield Co. Affiliated Fund, Inc. Koppers Co. Otis Elevator Co. Pittsburg National Corp. Philadelphia Electric (Pfd.) TOTAL ---~--------------- 1 9 6 9 ---- $ 36.00 40.00 54.00 40.00 16.43 16.00 40.00 20.80 10.75 $273.98 1 9 7 0 $156.00 63.00 fl.OO 80.00 51.77 32.00 160.00 62.40 43.00 $729..17 T 0 TAL (1969 and '1970) --------------------------$1,003.15 I ~~ ....... PROOF OF PUBLICATION { State of. Pennsylvania t I EXECUTOR'S NOTICE state of MARY BOUS-County of Washington D,-ajkja ~ARY J •, E STEAD, decease_d,. I, ____ _Y.g~P.:~ ... .Y..Q~.'!?.~K ............. ; ...... , publisher of THE BURGETTSTO~ of Hanover Township~ ·· F.NTERPRISE, a weekly newspaper published in the Borough of Burgettstow-:1, <l'::>J,uu"'"' .. County, Penna.t'l County of Washington, State of Pennsylvani'a. hereby certify that the annexed ad._ etters Testamentar,:/;~., Mary Beaudtead, ex. notice the above estate ha~-:-~--'':*'. vertisement ........ _ ........ -...................... -................... was published in said newspaper for been granted to t e,~·~ ·. three 15th de r sign e d, notice i · •.. r;-i . • k . . given to' those _in.;., <~ ................ _ .................... consecutive wee s, commencmg on the ........................... -... _ ...... .. thereto to make liD~~-••. . 0 ct. 69 29th havi~rc;;.~~ sa~: d~~-~ day of .. 0.~~~ ..... -....................... 19 ........ :d concluding on the ........................... day of ; t~ni~ese:~::;E~t:~ ............ -............. --·-··h;:· ''---···-· JA /} ;~ . -~ A::~~:r::";::~ltt,J -····~· . : ~~:~~ .. ;~~~ ~~;-p ___ Q_:::: ____________ _ · Attorney .· ~ 19·····---.6.9.. \ Ol4WashingtonTrust -2. ,~~~..,~--J W ashingto:l, Penna. 153~, '·• . ' -... .. ·-~·O·W···A--R·D···f·~ .. LO~-D-£R, N~bllc········ \ 0-15, 22,_ 1f-.. ::.j . .. sb~ SURG£1iS10WN 'TY · \. My comniission ~xpires ........ _ .. W.~~~~-~~tt~~~a .. .t....l?ZL.............. 19 ............. . ,, 0 ,. ._._,. rT.O""'"-' ~-~---MY COMMISSION '""' ss. o/ ; • Washington County Reports l 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). Col'NTY OF VI.' ASHINGTON} 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 Vr'ASHINGTON COUNTY REPORTS, the officia!l legal periodical for said Washington County, published weekly haY.ing its place of business at Washington, Washington County, Pennsylvania, and :s acting as its agent i.n this behalf; that the said WASHINGTON COUNTY REPCRTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several cou::-ts of said County, dated November 11, 1920; that the printed notice or advertis~ment attached hereto is a copy of a notice or advertisement, exactly ·as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ........... Oc:t.o.be.r .... 16.,. ... 23., .... 3a, .... !9.69 ......... . that the affiant or the corporation in behalf of whioh he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time, place and character of the publication are true. . .......................................................................................................... . Editor Sworn to and subscribed before me this ..... 3()~h~ay of ......... O~tobe.,; •................. , 19 ... 69 ....... . ---~e.~~- 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. • • • • • • • • • • • • • • • • • BOUSTEAD, MARY. a/k/a . MARY J. BOUSTEAD, Dec'd. Late of Hanover Township, Washing-ton County, Penna. Executor: John K. Boustead, R. D. #1, Burgettstown, Penna. 15021 Attorney: James R. Donalds<>n, 614 Washington Trust Bldg., Wash!ngton, Penna. 15301 .( I 1Jn t~.r ~rp qans· arnurt nf lfas~ingtnn Q!nunty In the matter of the Audit of Account in Estate of' MARY BOUSTEAD, a/k/a ·. 69-1(;)83 :vnv vv...vvv No. ______________________ , an~ MARY J. BOUSTEAD TO THE· AUDITING JUDGE: Enter ___ ___.,me.~y.__ ___________ appearance for· _ _..:...JlA~.~ooc~.~ocosol.lu"'nu.·,.~.t .... awnut _____ _;_ ___________________ __ N. B.-counsel 'ohall, 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- ment in that regard. J No. 69-1083 _________ , 19 ___ , A.A. In re Audit of Account in Estate of MARY BOUSTEAD..__a/k/a MARY J • BOUSTEAD AUDIT r I Jrarripr fnr Appraraurr FOR Accountant ~::':J -...J q ;i;[n;:;o !.0: = .--::c ~ (11 --"· r---::0. :;; (/"} (/) -<: """--1. ··-·· -G"J m r ' i 1 . . -1 :::0 ~ ._.._, 0 r· 0 ~0 -q-~ ~ .... o ~ r-:::i: 0-<:::;:n 1,· r--:.::;; ~ -o r-:--l>cnC> c......J JAMES R. DONALDSON Attorney -~1<2 I ' PETITION SUR AUDIT Testate Form j IN THE ORPHANS' ·COURT OF WASHINGTON COUN,TY ·-- Estate of ... ~I.liO.U.S.TEAil •.. a/k/.a ................................. . No ...... 9.9.~l083 ................... :.: ........................ · .. ··············----~X .. J~---~QJJ~:rJ<;® .......................................... . Fiduciary .... JOHN..K.. .. BD.USXEAD., ................ .' .......... . . ..................... J::.JS.~C.Ut:.O.t: ................ : ........................ . Deceased Date of Date of Decedent's death ........ .S.~.P.t.~P-~t: .. 6. •.. 19.69. ...................... Grant of Letters .... S.~pt~tub~r .. 26., .. 19.69 .......................... . This is the ......... f.;f.r.§.t .. an.4 .. Fina.l .......... : ......................... account filed in this estate If there have been for_mer acc::>unts filed in this estate, list file number or number and term,., ................................ .. Election to take Date Election Place of; Under or ~twill. (cross OU't one) Filed .................................. Record r ............................. . N~d~de~~i~~c?ay~nBfbEfi~ 'iii~'A~~= same is deemed an Elec~ion to take Under_ the_Will, as pro-~a-~e ?/-surv1v1ng sp?use .... _--·John-:K;··-Botrste-4d------------------------------------------------------------------------------------------------------· List issue, where mat~r-ial: •· •. 'f> - Did decedent marry after execution of will? (indicate)~-No. Any children born after execution of will? (indi::ate) ~No. If answer-yes, name them ...................................................................................................................... : .......... . ... ... ---... ----.. --... ---...... --.---.. --------.... ---... ---..... ---------... ----------.--.-----------.----·-.. ----... ---------.-.--. ~.-.. -----.-.. ----.-.-. ------... -.--.-.: :. ---:.:--'----------.-----.-. Legatees Relationship Interest Fiduciary, if deceased or not sui juris --CHARLES JOSEPH BOUS TEAD Son Specific Legacy JOHN ROBERT BOUSTEAD Son Specific Legacy JOHN K. BOUSTEAD Husband Residue List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: NONE If partial intestacy, give facts: 0 :. . .NONE Hotice to interested parties. Hove 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 a.1d of call of audit? Yes. ~ If any exception give cause:----------------,----------------------------- File copy of Notice , an-:1 date of mailing .... Ccp~ .. of .. Acc.oUD.t. . .and. . .No.ti.c.e . .mailed .. ~eb;y;ua.ry ... L7-,---l9-7-1.-------·---·-------·----------------------·· Copy of Notice filed with Audit Papers _,. ~-.... Is estate subject to the filing of a Fed~ral Estate Tax Return? ...... .NQ ........... , .•.................. : ........................................•.. Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .. 9.QQ!'_QQ .......................................•.••.•. If the Will makes any pOrtion of estate subject to a life-estate, give name and birth date of life tenant ..................... . ·-----------------·-··---------------· .. ······················-······---·-------------·------·-··-·----·-----------------------------·---------------------------------------------········ . . Give Names and addresses of all unpaid· creditors who are legally entitled to notice, together with the amounts of su-:h 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: $ ... l7.~'l..S~ •. 5.'l.. .•........•..•• Total additional debits (Add) $ .... :-... Q .. :-: ........•.•...•.•...•• Itemize any additional credits not shown by account: Notary $ 2.25 ~~ A 8 Short Certificates 8. 00 ;JJ) ~4A(A~ ~ Filing Account 17.00 ~ Expenses transferring stock 13.51 ~ ;:.:~ :d~~==•IT:':edits (Subt.act) . · .;~~f)" $~ ... 9-~.!'J~------........ Cf(rf, Ad( B I f d. .b . 9~ "':" i \1 $.J7 2~2...1$ ....... 1; ~~::c::or :::,i:::i:n is not in cosh, list each item held in kind, ~~n~~roised Value ~{~?,i~~;rJ~~~~;, CASH RCC·4 (8·68) COMMONWEALTH OF PENNSYLVANIA "'": "'·~ DEPARTMENT OF REVENUE NO. A 1 2 4 6 9 7 QFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND ESTATE TAX -~ECEIVED NINE HUNDRED and 00/100 John K. Boustead -Excr. ---------------------------------------dollars ,,From: ATTY. JAMES R. DONALDSON Address 614 WASHINGTON TRUST BUILDING WASHINGTON, PENNSYLVANIA 15301 File No. 63-69-1083 Date of Death 9-6-69 Nome of Decedent ---.:MAR::..=....:.__:_:;Y;___::B:_O_U;:_S_T_;;__E_A_D _____ _, County _____ W..,...A_S_H_I_NG_T_O_N ______ ----1 Remarks: S E A L NOTE: To be delivered to taxpayer 38-9-4 representing Pennsylvania Inheritance or Estate Tax due from the following estate: 2%Tax on $ ________ _ 6% Tax on $ __ 0_n_A_c_c_o_u_n_t __ 15%Tax on $. ________ _ % Tax on . $ ________ _ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of _§_%from 12-6-70 Date to __________ _ TOTAL AMOUNT PAID $ $ 891.71 $ $ .. $ $ 891.71 $ _____________ __ $. __ ....=8-=-. =2 9=----- $·==9=00=·=0=0=== Received b ')>o.::;2~~.l..&.JULL2.~-LL..\..g.~~~------ NOTE: In accepting the transfer inheritance tax on future estates, prior to the death of the ole tenant or tenant far'yeors, as evidenced by this receipt, it is understood that the Commonwealth hall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of e life tl!nont or tenont·for years whenever it appears that such additional tax may be legally due a~n t.=.L.~~.&.l..~~q~;-L~~~&.!:=~--- collectible for' any reason. whatsoever. If Family Exemption claimed by Petition, give place of Record: ................................................................................... . If Family Exemption is claimed at audit, give name, relationship and basis for Claim: . .-............................................. . Family Exemption paid out of cash and claimed in Account by Accountant, husband of deceased. Deceased and petitioner resided together as husband and wife until 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: JOHN K:BOUSTEAD Balance, principal and income ,. .. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly ......... s.warn ................... doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best ·of.. ...... hb .................. knowledge and belief . .................. S~Q.t'.tL .................. to and subscribed before me this ... __ /.(')_!!f._day.,of .. _.~~-·--__ t ____ l9 . .7.l .. . -~;.."'': ~,. r ···,, ~ .._ -' .A' • ,'" \· -• -·-,, r, ~ Srgnatur_e of _Gffrcer .... /~-'----.. -:-.. ... ..... IY.\.&J. .... -. ~ ~~ ~.. .. ,. f·~ ·r Title_ of Officer ......... ~ ..... : . .1;.~-------·································· .... jL . .ll~: ............. . \ j (John K. Boustead) ,, / -: ,r -.}., EDITH l.-0 Off--. .,.~...:.-·· ~cur, rq _. rce exprres: ........... :··fr~~-._,li ..... fatr,., _________ _ .. ,. .-. . ~---O...IIJtnfssto, "'-_ l.,_ Ci&I!Jit.. a.. .. , ~ ""'P '«a ,.__ vt ....., r • • , • '-~-..;:-'"ICII'o ~ fila \_,_. ........................................................................................................................... ·····~ .. . ' - . No. 69-1083 Estate of .. MARX .. BOIJS.TEAD., ... a./k.La. .............. . ................... ~!:.~.·---~~~~~:@.~ ................... . Deceased Fiduciary ..... J.Q.l.\N •. :K. ••.• :P..QV.$.~.a. ................... · Executor 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: pa rag ra ph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the 2. 3. 4. 5. 6 . 7. 8. 9. 10. case. Copy of order appointing Guardian ad litem, if pertinent . Copy of Order appointing Trustee ad litem, if pertinent. Proof of service of above. Letters Testamentary or Administration C. T. A. or an attest copy of Will. Copy of inventory and appraisement. Proof of ·advertisement of grant of letters if not filed with account. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. Signed and itemized elections if any distribution in kind. Copy of Federal Estate Tax return if es- tate is subject thereto . ............... J~S .. K .... .Q.O.~~W.S.Q~t ................... . Attorney ,\. .. •" £ I 0 i ~1 ;J {. ---···----·· ·- <I . ' '· ., ... -·· ·. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA / ORPa\NS' COURT DIVISION ESTATE OF ) MARY BOUSTEAD, a/k/a ( NO. 69-1083 I _:___ -~-~MA,;;.;;;.R;;.;;Y~J..:... • ....;BO=.,:U;,.::S;..;:TE:..;rc:;AD:;;,.. '· -~--) Washington, Penna., February 17, 19i71 --~--,..,. .. !"0"'.....;:;~=5-~~= ~~"t.._-~· .• T . ..._ ...;:.....-.~--:_ .......... _ -·~~-··--*-~-c-. .._..__ --· Deceased. ( N 0 T ! C E liiOTICE is hereby given ·that the Accountant, whose name appears below, has fi.led his Fi!rst and Final Account, a copy of which is enclosed, to the above n·umber; that said Account will be presented to the Orphans' Court Division of the Court of Common Pleas of Washington County, Pennsylvania for confirmation on Monday, March 1st, 1971, and will be audited by the Court the week commencing MONDAY, MARCH 15th, 1971. You may appear if you so desire, but it will not be necessary for you to do so, unless you want to take exception to the above Account, or to any claim which has been pr·esented, or to present a claim of your own • . -·~s: ~::t-... ~--::r ........ ~ ....... ~--.::::::.--..... -c---~ .....-e--,_ __ ....,_ JAMES R. DONALDSON 614 Washington Trutt Bldg. ~ashington, Pennsylvania Attorney . ~ . , . . )·. JOHN K: BOUSTEAD •., Executor ',. ,• I I J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. ORPHANS' COURT DIVISION IN RE: ESTATE OF ti MP.RY BOVSTEA D, a/k/ a ~MARY J. BOUSTEAD, .. > ~Deceased. 2 2 l. L z ~ t.: z s: ~BEFORE: := .:: 01 ~ !I a A P?EA RA NCES: ..1 < ~ 0 :J ., z 5TIME: ) ) ) )+-No. 1083of1969 ) ) ) )) ) HEARING ON AUDIT THE HONORABLE P. VINCENT MARINO, Judg of the said Court. JAMES R. DONALDSON, ESQ., of Washington, Pa., representing the Accountant. Tuesday, March 16, 1971, at 10:00 o'clock A. M , ESfJ:. J v' IT; 0: lL I-ll:' c II. ~THE CO~ T: Number 1083 of 1969, the estate of Mary Bouste d, I-ll! :J 0 u ..1 < ij ii: lL. 0 deceased. The Executor is John K. Boustead and the attorney is James R. Donaldson. Mr. Donaldson? MR. DONALDSOK: May it please the Court, I have all the necessar papers in connection with this audit. The Accountant is als:> b,e sole beneficiary under the will. And he claimed his family exempt· on in the account, having lived with the deceased as husband and wife right up until the time of her death. And we are asking that the balance be distributed to John K. Boustead. There are certa i 2 " ... ~·-~--~-----~------------------------------------------------------------------~------*' additional debits which, most of wllich have arisen as a result of ... transferral of the stocks to Mr. Boustead, which we have already I -accomplished or at least partially accomplished. . . · .. ~---· . I I .t· THE COURT: Are there any ou~standing claims? MR. DONALDSON: -No outstanding Claims, Your Honor. THE COURT: · Is there anyone else in Court interested in this -~ ~ .J > Ql :a: z Ill a: decedent's estate? ( NO .RESPONSE ) •· . - 2. THE COURT: c The audit'of this account is'ordered closed by .. c z i (I Q 31 ~ N ui a: Ill ... .. - the Court. (AUDIT CLOSED ) ·- f ' ~ pereby certify t~at ~he-procee~ngs and evidence are Ill -' -a: . \ _; . '--~contained fully and accurately in th~ notes_ ta~en .Qy me· on the hearing of 0 CJI • ~the above cause~ and that this copy is a correct transcript of the same . . ij iL ... 0 The foregoing recorq of . e proceedings upon the hearing of the above_ cause is hereby approved and· directed to be filed. I r ]· I I ··~====================~! IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,· PENNSYLVANIA ORPHANS' COURT DIVISION NO. 63-69-1083 ESTATE OF MARY BOUSTEAD, a/k/a MARY J. BOUSTEAD, Deceased. PAY TRANSCRIPT ''Q'd ··oa NOJ.JNIHSV~·: STill~ .~0 B~HS!03t' oN 1 ~~ -.· ~,; -rr~ s s n tJ JAMES R. DONALDSON ATTORNEY AT LAW WASHINGTON TRUST BUILDING WASHINGTON, PENNSYLVANiA .) ,_ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF MARY BOUSTEAD, a/k/a MARY J. BOUSTEAD, Deceased. ) ( ) NO. 63-69-1083 P A Y T R A N S C R I P T The undersigned hereby acknowledge to have received from the above Estate the amounts awarded to each by the Adjudication and D&cree of the Orphans' Court at the above number, said amounts appearing opposite the signatures of the under- signed. Russell Marino, Clerk 0. C., Costs $ Russell Marino, Agent, -Transfer In- heritance Tax, with interest from 12-6-70 to 8-·3 -71 John K. Boustead, husband, residue, cash, principal and income 16,205.91 d&: J( ~d 7 Form RCC-33 RESIDENT DECEDENT : ·COMMONWEALTH OF PENNSYL VAN lA .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, w:th 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 .... ~_I::li?erit~nce __ ~n!l.E.~t!l-te -~a;x: A.ct of HHil.) IN THE MATTER OF THE-ESTATE OF } MARY BOUSTEAD, a/k/a MARY J. BOUSTEAD AFFIDAVIT OF -·--····················· ................................. (.~t;··~~~~--;:;;;:~~---~f--d~;;d~~t')'............................................................... EXECUTOR Late of ... H~nov..~r ..... IQWP..~.h.iP.Jo ..... W.~.§.hJ.D.&.t.QD. ................. Co11Dty ~ State of ----Pennsylvania ............................................................... ~} ss: County of W.a..s..hingto.n.. .................................................................. ~ . ................. ......................................... ;!,~~~----~-~ ..... :15..~.~-~-~-~-~~--L .................................................................................................................................................................................. . Executor •f the estate of the above~named decedent being duly sworn. depose s and say s : Decedent.dJed ............. S .. e.p.t.emb.~.;~~~-) ................................. (i·;;;·;"l"· ........ , 19.~{~;~-----·{~aving a last will, copy of which is hereto attached. } Name anc address ol attorney or} other authorized repre•entative to . · whom all co•respondence should be. mailed. ....... JAMES .... R~ .. DONALDSON... ..................................... .................................. ... .... ... . .... .. ............................................................ . ... 614 Washington. Tr.ust .... Bldg., .. Washington, .Penna ..... .153.0.1 ..................................... . That as such _, .............................. ,., ................. deponent is familiar with the affairs of said estate and the property con- ( Exer.utor-Adm inislrator) stituting the asset~ thereof and their fair market value. That at the time of death th~re was no safe deposit box registered in decedent's individual name, o)r 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 ofthe following:- NAME AND ADDRESS OF BANK OR OTHE~ INSTITUTIO~-THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT · IN WHICH DECEDEI'IT RENTED;;_;A_:_;S,.;.A,;;.,F,;;.,E..,.:D:...:E:...:P...:O...:S..:.I,;;.,T,.;_B,;;.,O:...:X;;_;~-------+----I:...:N,;_;,N;...,A.;;;M_E_O,;;.,R,;_;,N..,..AM-'-E-S _O;...,F ____ -+_H_O_L~D-:-ER_S-;-T_O~_-:D-EC~_E.._. D_E .... N._T_ Mellon National Bank~a~n~d~T~r~u~s~t~C~o~·~-=------+~J~o~h~n~K~·~B~o~u~s~t~ea=d~&~Ma~r~~YL-----r---~H~u~s_b~an~d~------- Bur ettstown Office ______________ ~-=-·------+--~RI,o~~u~t~s~t:~,~at~,d~---------------r------------------- That tbe contents of &aid safe devgsit box or boxes are itemized under Schedules of this ----return, with the exception of t~e following~ for the reasons hereinafter set forth: That Sc.hedu/e A attached 11ereto and made part hereof sets forth full v and in'·detail all the real property in the Commonwealth of Pennsylv~ia 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 ot record thereof, It also sets forth ip the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That S::hedu/e B attached hereto and m!!,de part hereof sets forth fully and in detail all personal property whereso\·er 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 individually, ,or in t-rust for any other person or persons giving also separately the accrued interest thereon, if any, doWn to the last interest day pri-or to decedent's death in tJ:le (lase of savings banks, and to the date 9f decedent's death ~ in all other cases; all bonds, postal savings, treasury certificates or notes and otper evidence of in- debtedness of tbe United States· to'the decedent; all obligations, whether by statut~ ~r agreement they are designated &.s tax free, of the United States, or .any ·s.te:t~,,(ot)political subdivision thereof, or of any foreign country, which are owned ·at the time of ·death;' all"'weai'irig apparel, jewelry;' silverware, pic- tures, books, works ·of art, household furniture, horses, carriages, automobiles, 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 mortga~es 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 decede~t died possessed, of· whatsoever nature, with interest thereon, if any, giving the face value &nd estim-:tted 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 whi~h were payabl~ upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and a·ccrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent ~t the time of death, with tt..e market value thereof at such'time. j ~. · .. In the case of securities of close or family corporations, the values reported are as far as possible substanti~t~d·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, togeth~r with the, fair mar~et 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 of property, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession ·or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred,· the relationship of the transferees to the decedent, the proportionate share received by ·each. transfe~ee and all other facts of a pertinent nature regarding said transfers. ·In the oase of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a· .. co-py of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either·indlv:iaually, or jointly with another, or any ~ower of appoint- ment vested in decedent, either individually or jointly, by the will~ ~eed, or other instrument of another, with a COP,Y 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 tmpaid 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", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the Summary. ~ ' I ' ,, ... ~ Subscribed and sworn to before me this ................ ~ .. t.h ...... . ._. ·, February ................ ~ ............................... · ... : ... day of ....... ~ ...................... 19 .... ~ ... 70 -~"' ~ ;t:_ JJ~~ On. LPW~~;;;;; "M" ~~~~----- ............. R.! ..... P. .. , ..... #..l ................... ~ ...................................................... _.~-.. -.. (Street Number) ' :-:---Wulltngtlla, Wuhlngton County, Pa. My Commission Expires Mar. 2'i. 1"7::1 . ............ ~.~!.g.~-~.t::.~.~.9.w:P..a .... B..~Jl!J.~.-... J,.!?.Q;H ........................... . (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. RCC-3,4 (1-64) ,COMMONW~AL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT v ... :. ····~··:.: SCHEDULE 11A" 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 wl th I:·EPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a form state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at deotfl DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,ore DEATH In this spoce) to be listed on Schedule "F" and must not be deducted from this schedule. NONE . . - ' Insert this total opposite "real property", Schedule "A" in the X X X X X NONE "As Reported" column on the last page of this return. :I I RC~-35 COMMONWEALTH OF PENNSYLVANIA 1RANSFER 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". Intangible personal property, titled in the name of the deced6nt, but payable at death to another or others, including but not limited to P.O.D. u. S. Savings Bonds anC. 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, ·mortg·ages, notes, together with accrued interest or rlividends, salaries or wages, insurance pay- able to the estate or firluciary in said capacity, partnership interests, interest in anyundistributed estate c-f 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 60 Shares American Telephone & Telegraph Company Stock@ 51 7/8 10 Shares American Tobacco Stock, Com. @ 34 (Brands) 90 Shares Associated Dry Goods Corp. Stock, Com. @ 45 1/4 40 Shares Atlantic Richfield Stock, Com. @ 112 159 Shares Affiliated Fund, Inc. Stock@ 7.95 20 Shares Koppers Co., Inc. Stock, Com.@ 42 80 Shares Otis Elevator Co. Stock, Com. @ 43 1/2 UNIT VALUE ESTIMATED ~!ARKEI' VALUE 3,112.50 v LV 340.00 DEPARTMENT VALUA'IION (Do not write in this space) 840.00 ~ 3,480.00 / 10 Shares Philadelphia Electric 4.3 Pfd. Stock@ 3 630.00 ./ 32 Shares Pittsburgh National Bank Stock, Com. @ 70 1/2 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. / 2,256.00 X X $20,475,05 I J Rc·c-36 ,,. COmWN'I'EALTH OF PE~NSYLVANIA TIUNSFER INHERITANCE TAX RESIDE~T 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 therefor? (Answer yes or no)_n_o~---- (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) QO (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 1 s health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjol~ent at or after his death? (Answer yes or no) no (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) ________ _ (b) What was the transferee's age at time of decedent's death? ________ __ (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) 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) ~n~o~----- (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to chan.~e, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under ter~ of transfer or by operation of law? (Answer yes or no) no (9) If the answ~r 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 :ts 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 DESCRIPTION NONE Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) NONE DEPT. VALUATION (Dept. Only) RCC-38 CCMMONWEI\LTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX. RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, ·as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real eEtate value in estate valuation column. Personal p~operty 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! Address and Relationship of Co-Owners, and Place I of Record of Instrument, where Real Estate. 1 Unit Value None, in except real estate and bank account,~~ names of husband and wife ~ c percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION~Do not Write In This Space. Value of Entire Property Value of Decedent's Interest Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Repo·rted" column on the last page of this return. NONE .f"l111: I ~it1fl" fi'fl1· ·nn Onr-l:'l"'•'·i·~ , 1·' j·i•n• • ·· r• ·r I ... tj"" ! ~ .J;I . I I I I u •• ;· ., . ,. n··· · ROC,.37 (12-63) ... . , rO~MQN\\'EAL TH OF PffiNNA\'VJ1M~IA.' f.l1ll, NijfER INHERITANPllJ ~~A·~· . Rm H)fl1NT DECEDENT ' • I .. ~""'W'» I • +f m~NEFICIARIEs A~~ AnnnmasE:s SIUO.Ufl , ull names and a,rl rflfH;HlfJ of all who. fi~(ij l\1'1 Interest, vested, nrmn tnf\'ant or other wise, in aatmlit~\ .. ... , . JOHN K. __ .... BOUSTEt\1>~ R • D. #1. Bur2ettstown · Pa I •.. t··~-· .. ·-·· CHARLES JOSEPH BOUSTEAD -·z-<ra Denise Drive· ., Weirton w. Va. JOHN ROBERT BOUSTEAD R. D. 411. Hookstown. Penna. .. _ ' , .. ,. ---· .. , --' ·~· ., '· .. ~ ..... -, ' ~ ~ f •• ' .. SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF · illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH 1-tncohAnn Yes Residuary Legatee .. Son Yes Contingent Legatee Son Yes Contingent Legatee ' ===:;;: ::..,;....., O~Of.!.!J!Pt further say~. ~1'nt. u:t,~~ ... the above-named beneficiaries are living at this time except below: NAMI!l DATE OF DEATH RESIDENCE ~·~------------~~~~~--------,_------------------+-------------------------------------- ..----------------~--------------------------------------------· _ win · ·_ t N''~ --.. ~~-0-----------~--...... Year ~lA TIER OF THE APPRAISEMENT OF THE ESTATE OF MARY BOUSTEAD, a/k/a .. »M:¥: _ .J.~ ... ;1,\_Ql]~ TEAD Deceased Late of . ll~_Q():V:~;r:-J~c:>~S.ll.i..P ............................ .. County of .W~-~~-~-~g-~~~---········-·········· .................. . J i Commonwealth of Pennsylvania REPORT AND APPRAISAL 9 5 UJ !4V 11 DlJ OL . $Q 31 11..:1 -:._. (Executor-Administrator must complete-"As Reported" column #1.) GJ ... . 0 "' "' .....:J Sl:> >< Sl:> cr ~ trl "' ,... -Sl:> ,... (b -....:j' • '"t:l ~ ... (b (b Sl:> ... !::.. "::l' "' "' 0 (;' :I '"t:l !::.. ... ... 0 ~ "0 '"t:l (b ... ... 0 ~ 'C (b ... ,... '< --:-en en en (') (') (') < ?' ?'' ?" ci-~ ~ - " -.• '~ .-.. . -~_:....-:~ ... -. . ~v~-----------------------------------------------------------------------------~---------------------- /Dl>J f /96J · • Form RC C ·10 •. OFFICE OF THE REGISTER OF WILLS OF __ W'-'-'AS=HI=N~G::.:T::..:O.:.:N:.:__ ___ COUNTY AND AGENT OF THE COMMONWEALTH ~ 3-r;q-j(J\jj STATEMENT OF DEBTS AND DEDUCTIONS l."uutl DVU;:).L ~.tUJ, C.f~tra v ESTATE OF MAR¥ J. BOUSTEAD, LATE oF ___ H~an~o~v~e~r-=T~own~~s~h=i~p __________ __ DATE OF FILING APPRAISEMENT ----------DATS OF DEATH September 6, 1969 DATE NO. OF VOUCHEit .!.2 6 9 Sept. 25 Oct. 10 Nov. 10· 1 9 7 0 Feb. 6 Feb. 11 NAMIL OF PAYEE Russell Marino. Register Wash. Countv Reoorts Burgettstown Enterprise Edith L. Dague Russell Marino, Register James R. Donaldson Russell Marino, Register Lee Funeral Home John K. Boustead Kurtz 11" Co REMARK& Letters & 1 Short Certificate Advertisina Letters Advertising Letters Notary Filing Inventory & Balance on Letters Attorn~' s Fee Filing Account Funeral Family Exemption On account Marker T{n-rt-7. 'MnnnmPnt" r.n. Balance __ on Marker AMOUNT ' 13 00 14 00 9 00 2 00 9 50 1.025 00 17 00 1,649 18 1 000 00 2'i0 00 205 00 "' z,s - \( {)(). 17 PO I 3 5'-/ 3~ j'{) 1.. ~. - ' : I I I ; -~ T 0 T A L --------~' 193 68 ) COMMONWEALTH OF PENNSYLVANIA "----- COUNTY OF WASHINGTON 1, John K. Bous tead HEREBY CERTIFY, THAT. TO THI\ BEaT OF t.IY kNOWL!OGE AND BELIEF, TH! FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENS!S OP' ADMINisTRATION &ueMITrED -ro,..mE ESTATE oF MARY BOUSTEAD' a/k/a MARY J • DEcEAsED As DEDucTioNs FoR INHERITANCE TAX PURPOSES. -BOUSTEAD J li v dJ/ ..n ~' / ,] {j£11/Yt/./1,/J..~~ CL.S.l swoRN AND l!luescRIBEo I!IEFQRE ME THis I 0 l'!Y DAY OP' \1 (John K. Boustead) / March n II "' ___2{_ /'_,4Gd 7 I Yr;) '1. ~ L_ _________________________________________________________________________________ _ R C C-81 (2·64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E RBP'IR TO 38-9-4 NOTICE OF FILING OF APPRAISEMENT JOHN K. :OOUSTEAD In Re: Estate o f ___ ..:.MA=R~Y_J::...:.... • ...::00=-.=U.=.S..::.T=EA:.::D:.._ _____ _ _____ W_AS_H_I_J'.G_TO_N_r _____ County_ File No. 63-69-1083 Dear Mr. Boustead: You are hereby not·ified that the original appraisement in the estate of Mary J. Boustead has been filed in the office of the Register of Wills qf Washington County on February 26 , 19~. Said appraisement reflects the following valuations: Real Estate _......;.. _____ :---~--- Personal Property ____ -=2~0~,·~47~~5~.0~5~--- Transfers _______ ~~~~~--- Total ________ ~2~0~,4~7~5~·~0~5~-- As to such tax that is paid within three months-from date of death, a five (5%) percent discount is allowable. As to any ~ax that remains unpaid after one year from date of death, interest at the·rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ___ ~F~e~b~r~u=a~r~y~2~6~·~1~9u7~0~-----sign./W.Q CL~ ~~ir Title W .R. CHANEY, CHI~ APPRAISER .... DATE OF DEATH: E:-eptember 6, 1969 Note: This is not a bill. l './ COMMONWEALTH OF PENNSYLVANIA TRANS·FER INHERITANCE TAX i ' RESIDENT DECEDENT EsJate of BOUSTEAD, NARY / (Last Name) (First Name) J. (Initial) SUMMARY DATE OF DEATH____;9~--6_-6.....:9:.___FILE NO. REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance tax Appraiser in and for the County of Washington 63-69-1083 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: ~---=02==----=2:::.::6~-..~..70.::._.. ___ _ 09-06-69 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 :t. 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 INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED 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 lire estates or $ 20.475 05 20.475 05 annuities •...... o ••••• Ill. . • • • $------+-- ESTATE TAX ASSESSMENTS $ ____ __,_ __ $ 20.475 05 20,475 05 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% Tax on $ ---·------4---(6%) 0 Taxon$----------4---~ Taxon $ ________ -4--- Taxon $ _________ ~-- 10% 15% $ ____________ ~---- $ ____________ ~---- $------------~----$ ______________ ~ __ $-------------~-- $ I Exemptions========i== Total Estate ________ .,___ TOTAL TAX • $------------~--- (*) As evidenced by Chf.ritable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=====:::9===- BALANCE $-------+--- Less 5% of tax if paid within 3 months after death $·========= BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from --------tO---------AMOUNT OF ESTATE TAX ASSESSED $---------1f--- Estate tax paid $ ______ __._ __ BALANCE DUE Add interest at rate of 6% from $-------~-- -------~0---_~/~---$--------~--- TOTAL TAX BALANCE $ ------+-- PAID $----------~--- 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. Form RCC-2 -............. .f..~P..r..~.r.Y. .... ?5.., ..... ~.9..79 ................ .. CQ.MMONWEALTH OF PENNSYLVANIA DATE DEPARTMENT OF REVENUE " .; . ~· Washington ,. RESIDENT INHERITANCE TAX COUNTY BUREJ\U OF COUNTY COLLECTIONS oooooooOooOOOOOOOOOOooooO'O"oooooo000000o000M000000oooooo .. O .. OOOOOo0000000''''''0'0'00ooooo .. oo . APPRAISEMENT FILE NO. . ...................... §~.::.?..?..::~g?._?. ................................ HARRISBURG, PENNA. 17 12 7 Whereas, ........................ l'1.~Y. ... J. .. , ..... ~.QJ.J.~.t..~.9.,g,,, .................................................................. late of ......................................... H@.9..Y.~ ..... T~.~ ............................ in the County of ................................ W.~.~h.~n,gt .. <;D. ....................................................................... Commonwealth of Pennsylvania, having died on the ........................................ 6. .... t..h. ......................................... day of ....................... ;?,.~_pt .. §ID.P.~.r. ........................ 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., ..... G.l::@.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 ' the cash value of all annuities and life estates I growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appra semenl Description of Asset Values Made for Inheritance Tax Purposes ~ I PERSONALTY: i See copy of Schedule "B" attached to appraisement 20,475 05 ·- . : . . . . . Total 20,47' 0~ ' ' I form~;·~':fh bl:~ ~:~i:w~ ~£_~~~~· ~:; 0~·~~:~,~-;~~··;~~ti;.;:::~~ ' App r ............ w ............... ~./t······(N~ ........ ~ ... ~d .. st~~~-) ............................................................. ........ , .......................... "'·~oo;;;··································· ..... , l'emla. . ······················ ... : ............. W.A..$g:J:N,Q':r,QI'J.... . ...................... . County ' . P]l fiA'/ 3 ~ ,1RmiDE~T INHERITANCE TAX APPRAISEMENT -flr.l_ IJ Estate of Ru •:'c:r·o; ~~·~, - •,) •.J ~~ L. I.. f•t :l. : { I N 0 R E G I S T E I~ 0 r '/f+l-l-5-········ .~f.t.?': .... <!.~ .... ?.9..Y.~T~P. ......................................... . YIAS+iiNGTON CO .. PA. . . Deceased. Late of HANOVER TWP. ············································:··················································································· Date of Death, ......... e.~P~.~."!:>.~.r. .... 9.., ..... J..:.9..9..9 ............. . AppraisemeHt Docket Vol., ............... ).~ ............................... . Page, ......... 9~ ............................. No. ..6..3.:-::.6..9.:-::l0.83. ......... . Filed in Register's Office, ... lf.~~.r.~~:r..Y.. ... ?.9.19.7.9 ... . Anwunt of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, .................................................................................................. . Exa.mined and Approved, ........................... \ .............................. .. Wrote abo.ut Appra.isement, .................................................. . Appeal f1'om Appraisement, .................................................... .. Entered and charged, ................................................................... .