HomeMy WebLinkAboutOC1969-1113 - ESTATE OF MOUNTSIn t!It <t!nurt nf <t!nmmnn JlrnB nf llnBIJingtnn <t!nunty.
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ESTATE OF No. _ ___;6:::..3~-_::6:....£9_-=11=1::...3~------
Amelia E. Mounts, First and Final In the matter of the_ ________ _
deceased. Account of~_W_i_l_J_. i_a_m_c_.~H_a_r_t_& __ _
Lloyd o. Hart, Executors
ADJUDICATION AND DECREE
And now October e<:.j' , 19_1Q_, this matter came on for hearing,
audit and distribution at this session and testimony taken; and thereupon, upon due consideration
thereof the balance for distribution in 1he hands of the Accountant is determined to be
$ lr,Oirl • .59 and the account is accordingly confirmed; and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and mode a part hereof, unless exceptions hereto be filed
sec. reg. or an appeal be taken herefrom se~. leg: ·
SCHEDULE OF DISTRIBUTION
Balance per account __________ __:_ _____ _
Balance'---------------------
Deduct Clerk's Costs & Receip'--------------
Attorney Hart & Hart
Russell Marino, Agent, transfer inheritance tax,
Mrs. Genevieve Caputo, specific bequest in kind
of Diamond Ring, held in kind and distributed
as such at the appraised value, credit to be
taken by the accountants for item advanced prior
to distribution by the Court,
Anna T. Phillips, specific bequest in kind of
Amethyst Ring and Past Presidents Pin from
Daughters of Union Veterans, held in kind and
distributed as such at the appra.ised value,
credit to be ta.ken by the accountant for items
advanced prior to distribution by the Court,
Mrs. Robert o. Foringer, legacy of 5% residue,
Avery Methodist Church, W~shington, Pa., 95%
residue to the Building Fund, credit to be taken
18.50
11.00
196.15
by the ~ccountant for funds advanced prior to
distribution by the Court, 3726.94
$3,934.09
$3,923.09.
No balance
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KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid
on the 3rd. day of October A. D. 19 69 , before me,
Russ·ell Marino , Regist~r 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
Amelia E. Mounts
late of Washington in the County aforesaid, deceased,
(a true copy whereof is to these presents annexed), was duly admitted to probate; and
William c. Hart and Lloyd 0. Hart
the Executors In said Will and Testament named, having appeued before me and taken and subscribed
the oath of office prescribed by law;
NOW, THEREFORE, I; Russell Marino , Register as aforesaid, do
grant these LETTERS TESTAMENTARY, unto the said
William c •. Hart and Lloyd 0. Hart
committing unto Them the administration of all and singuiar 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, ac 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 s~al
of said Off·ice at Washington, this 3rd.
day of October m the year of our Lord one thousand
nine hundred and Sixty Nine
~~~ ························· ···-······························-·-···························································--··············
Register
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---LLOYD 0. HART
'WILLf~M C. HART ---ATTORNEYS AT LAW
LAST WILL AND TESTAMENT
OF
AMELI A E. MOUNTS
I, THE UNDERSIGNED, AMELIA E. MOUNTS, or 55 WEST HALLAM
/ ...........
AVENUE, WASHINGTON, WASHINGTON COUNTY, PENNSYLV~NIA, DO HEREBY
MAKE AND DECLARE THE FOLLOWING To BE MY LAST WILL AND .TESTAMENT. ·:;4, • •
I. I DIRECT THAT MY FUNERAL EXPENSES AND THE EXPENSES or
MY LAST ILLNESS BE PAID AS SOON AS POSSIBLE AFTER MY DEATH.
2. I GIVE AND BEQUEATH MY DIAMOND RING TO MRS. GENEVIEVE
CAPUTO OF TuRTLE CREEK, PENNSYLVANIA.
3. ·I GIVE AND BEQUEATH MY AMETHYST RING AND MY PAST
PRESIDENT'S PIN FROM THE DAUGHTERS OF UNION VETERANS TO MRS.
ANNE T. PHILLIPS, OF 323 WILSON .AVENUE, WASHINGTON, PENNSYLVANIA.
4. ALL THE REST, RESIDUE AND REMAINDER OF MY ESTATE, REAL,
PERSONAL AND MIXED AND WHEREVER SIT0ATED, I GIVE, DEVISE AND
BEQUEATH AS FOLLOWS!
(Af. To MRS. ROBERT .0. FORINGER, FIVE PER CENT (5%).
(B). To AVERY METHODIST CHURCH OF WASHINGTON, PENNSYLVANIA,
FOR THE BUILDING FUND, NIN£TY-FIVE PER CENT (95%).
5. NOMINATE AND APPOINT WILLIAM c. HART AND LLOYD o. HART,
ATTORNEYS, OF WASHINGTON~ PENNSYLV~NIA, OR THE SURVIVOR OF THEM,
TO ACT AS EXECUTOR OF MY ESTATE.
1964.
JVAJE' y-IN WITNESS WHEREOF, I HEREUNTO SET MY HAND AND SEAL 1 ~ ..:;
( S E.!\ L)
SIGNED, SEALED, PUBLISHED AN6 DECLARED BY AMELIA E. MOUNTS,
TESTATRIX, AS AND FOR HER LAST WILL AND TESTAMENT, I N 0 U .R P R E S EN C E ~
pREsENcE 0 F I WHO, AT HER REQUEST AND IN HE~ PRESENCE AND IN THE
~--=----NAMES AS WITNESSES THER~T.Oe
~~(jFv
E A C H 0 T H E R , H A V E S U B S C R~l B E D 0 U R
--w_,.....,._ _. .. ,.. • ·------·---· --~-..., .. .., _ __.,. __ ~----... .,..,.-... ._~--ooz---.,...., .... ,_.,,-.~•-~-~-.··---
<..,.. ~.. . , ........... ' . ~~~~~--~··~··=·!-~·~·~~~·------~·~v~·--~----~~-------
i\ffibauit (@f 1fxrrutnr ®r i\1lmiuistrntnr
~tatr nf Jrnnsylnania, f !l!l:
C!Jnunty nf llas4ingtnn (
Personally before me, the undersigned authority, a ............... N.9 .. ~.?.J::Y_ .. .P..~9..~.~-~---···-·················in and for sa:id
Oounty and State, appeared ........ W.t..J.),_;b_§._!.g ____ ~Q--~·-··)19:.f..:t. .... ~ .... b.J::S?.Y.9.-..... .9 .. ~ .. J:!§:.~.~---·························who, being duly
sworn according to law, deposes and says that they Jdx: the executors>~ of the estate of
A 1· E. M t are ...................... .m.~ ..... J.-?.: ........... ~ .......... .9.:\J.D ...... ? .............................................................. -..... deceased: that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate oL .. -....... Am.§J.t.g ... J~! .. ! ..... M.QJJD.t..§ ...... -..... ,
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 4ate of the decedent's death, based upon a 'ust .pr isement of each
item made by the above named Executor ~. C;.
day __ ·!~i~::~. } -----------~-E~~~~~---
City o_f Y{ashington! Washi~on Coli~ ADDITIONAL INSTRUCTIONS My CQmmiSSIOn expires Auaust -~6; w~ . . . 1. An mventory m'ust be f1led w1thm three months after appomtment of personal representative.
2. A supplemental inventory must be filed within thirty days of discovery of additional assets.
3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Origir:al and 2 Copies and 2 RCRI-33, Over
$10,000, including Copy of Will; 1 Original and 3 Oopies and· 2 RCRI-33, Over $50,000, including 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
3Juu.rtttnrg aub .1\.p.prais.rm.rut of the goods a-nd chattels, rights and credits which were
of...········-····-············: ......... Am.e..li.9: ..... E .. ~ ..... M.9.1J.P..t.9. .................... : ...... _.late of ............... : ....... _ .. JY9:.§h.;h.P.gt._Q.P.. .. _ ........... -...................... -.. ---
Washington County, Pa., take-n and made in conformity with the above affidavit.
Savings Account -Mellon National Bank
:Checking Account -Mellon National Bank
Proceeds from Life Insurance (Metropolitan}'
Proceeds from deposit at Washington County Home
One Diamond Ring
One Amethyst Ring
One past president's. ring -Daughtersof Union
Veterans
TOTAL
DOLLARS
$4186.
1115.
612.
1252.
50.
10.
1~
$7226.
CENTS
59
17
13
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY, } SS:
The wit-hin named Accountant being duly sworn according to law, depose and say that the above account
t d . d they .1 b 1. as sta e IS true an correct as ... : ....................................... ven y e 1eve.
Sworn and subscribed before me this.2.J.~-----' ~ '
day of ..... :.c:.:.-:-.AP!'J!:-.......................... 19.7.9 ...... .
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D0roRE.'S A·. HUGUS, Nohry 1'ubHc
City of ~as_hington! Washington Cou.n"ty
&fy CommiSSion exp1res August 26; 1!72
Wa,shington County, ss:
····---~·~·-······· ~ A(),~ ·-----~~-------------------------------------------------
I do certify that I have given leg-al notice to all persons
concerned of the filing of the within account in 'the manner
prescribed by Statute and Rule of Court, as evidenced by proofs
thereof filed to No .. b.3:: .. 70."::.3~JQ _______ _
Witn ss my hand and official ·seal this ... 3./~---------~
day of.. .....
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~70 APR ?.9 Ptl 2 04
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REGiSTEP. OF WILLS
WASHINGTON CO .. PA.
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The Court is respectfully requeste~ to~
Counsel for ·
() I) . '' •
IN THE ORPHANSTGOURT OF WASHINGTO:'J COUNTY, PENNSYLVANIA
In the Estate of
AMELIA ·E. MOUNTS, Deceased.
FIRST & FINAL ACGOUNT OF WILLIAM C. HART and
LLOYD O. HART, Executors.
The Accountant is charged as follows:
Amount of Inventory & Appraisement
The Accountant claims credit as follmvs:
Washington County Home -Care for decedent
Piatt Funeral Home -Funeral Bill
Grave Marker
Washington Hospital -Hospital Bills
Register of Wills -Probating Will
Observe-r Publishing Company -Adv. Letters
Washington County Reports -Adv. letters
No~ary Fees
Register of Wills -Filing Inventory
Register of Wills -Filing Account
William C. Hart & Lloyd 0 Hart -Executors Fees
Hart & Hart,Attorneys -Attorneys Fees
TOTAL CREDITS
$7,226.89
$ 814.00
1,480.90
26.50
75.20
15.00
14.00
14.00
4.00
4.00
15.00
361.35
J6l.J5
$3,185.30
---- --- - - - - -- - -------- -- ----
TOTAL ASSETs·-
TOTAL CREDITS
- --- -- - ------ -- -- - -
BALANCE
$7,226~89
3,185.30
$4,041.59
·· · ~ashington County Reports
Washington, Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
.1/)"'.('::1 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 .ap:;~eared 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 officia~ legal J:eriodical for said Washington County, published weekly
hav.ing its place of business at Washington, 1Nashington County, Pennsylvania,
and is acting as it> agent in this behalf; that the said WASHINGTON
COUNTY REPORTS was established on M2rch 31, 1920, and was designated
as the official legal publication for Washington County, Pennsylvania, by order
of the several court~ 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 ar published, which appeared in the said legal periodical in
its regular issues on the following dates:
.......... Oc.tobeJ: .... 9., .... 16., ... 23.~ .... 1.969 ............. .
that the affiant or the corporation in behalf of which he is acting is not
interested in the sul:ject matter of said notice or advertising and that all of the
allegations of th~~vit as to the timeffj andrl/ter of the publication
are.true. ~~-rJ!. /Jv_
__ _.::..__..;:.w..: • .,. ... :::: .. ·:::: ........................................................................................ ..
.... 2lz:d;·::Y'Y of .................. :O.c.t.obe.r ......... , 19 .. .69 ...... ..
............. L.~.t!.~ ................ .
otary Public
KATHERINE C. YARD, letary liNt
Washington, WishlrTgton Ct., Pl.
My Comml~slo" Expire~
Ntwellltll' 1, , ..
Editor
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.
• • • • • • • • • • • • • • • • •
MOUNTS, AMELIA E., Dec'd ..
Late of Washington, Washington County, Penna.
Executors: William C. Hart and. Lloyd 0. Hart · ·
Attorneys: Hart & Hart, · 9 Court·
Square Arcade,. Washington, . Pa.
.\ .,
Observer -Reporter
WASHINGTON, PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the News.paper Advertising Act of 16 May, 1929,
P. L. 1784, as amended.
Commonwealth 'of Pennsylvania, County of Washington, SS: ........... .
Personally appeared before me, a Notary Public in and for said County
and State, .... Ri.c.b.a.r9 .... S.,L..C.QW.~JL .................. , who bein·g duly s•worn
according to Jaw, deposes and says that he is the .... Se.cr.e.tary ............ .
of the Observer Publishing Company, a Pennsylvania corporation, and its
agent in this behalf; that the said Company is the owner and publisher of
the Observer-Reporter, succ•essor to The washington Observer, established
September 18, 1871, and The Washington Reporter, ·establi~hed August 15,
1808, a daily newspape-r of general circulation, printed and published and
having its place of business at Washington, Washington County, Pennsyl-
vania, where it or its predecessors have been established and published
continuousiy for more than six months prior to the publication of the notice
h·ereto attached; that the printed notice or advertisement hereto attached
is a eopy of an official advertisement, official notice, legal notice or legal
advertis·emeni, exactly as printed or published in the 0b£•erver-Reporter in
its regula.r editions on the following date or dates; ........................................... .
October 8 15 and 22 1969 ...................................... -..................... 1 .................................... 1. ............................................. ..
that neithe·r thoe •affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or .advertising and that all of the allega-
!~~n~r~!. this affidavit as ... t.~ .. t-~~ .. -til~-{!2~1e..=
. . ,
EXECUTORS' 'NOTICE \
Estate of AMELIA E. MOUNTS I deceased ~ate of Washington, Penn:. sylvania:: ·I I •·Letters'.c"testamentary upon the;
la,pov!l""<estate haying .been granted: to tile undersigned, notice is hereby
,given to, those indebted thereto tG'1
1make iin~C!iate payment and to·
jthose having11i'Ciaims or de. mands to · present them for· settlement.
William -c. Hart and
_ Llo~'d.i o: Hart,. Executors HART & HART;·ATTYS.~;
, 9 Col!rt Squai-~~_r;.~ade : I Washmgton! Pe~psylvania -~ . · 69237-Wed.-3t
Sworn to and '"··~~:?2 2f2:;!69
WASHINGTON, WASHING rDN COUNTY
MY COMMISSION EXPIRES MAY 6, 1972
In the matter of the Audit of Account in
Amelia E. JVIounts Esmte of __________________________________ ___ No. 1113 69 ----------------• 19 ____ , A.~
TO THE AUDITING JUDGE:
our William c. ~art and Lloyd 0. Hart, Enter ___________________ .appearance for ________________________________________________ _
Executors
~~t~neys byw~~
17th September 70 ________ day of , 19 __ __
N. B.-Counsel shall, by separate paper, present· a conci;;;e statement of each
claim, with supporting calculation of any interesL claimed. Objections
to an account as filed, shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a s3parate concise state·
ment in that regard.
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PETITION SUR AUDIT
Testate Form J
IN THE ORPHANS' COURT OF WASHINGTON COUNTY
-.. AMELIA E. MOUNTS · Estate of ............................................................ ------------------No ........... }.~~}L_~2.?.2 ............................... A. A.
Fiduciary ....... '!!.~~-~~~-~---~------~~E~---~---·-·······----··
................................................................................................... ·:. .................................................................. . ·. ·················--··-~~.C?.Y.g __ .Q.! ... H?:I'.~ ........................... .
Deceased
~~~ ~~~
Decedent's death ....... ~~-:P.~-~-~J?-~t .. ?.~ .. L.~9.-~2 ............... Grant of Letters ...... .9.~-~.C?-~~X: .. },____~9..?.9. ...................... .
This is the .... , ............ ~-~!.'-~~--:~!?:~ .. E~-~~-~---········'···········account filed in this estate
If there have been former accounts filed in this estate, list, file number or number and term ................................... .
Election to take -.. ---Date Election Place of;
Under or Against will. (cross out one) Filed · ···········-----·-: ......... : ..... Record ·-·------···-------·-------···
-
Name of surviving spouse .............. ---·· ... ·'··-'-~ ~-r::~ .... -·--·. __ .. : ................ --·····. ____ ... ________ .. __ . ____ . ____ --· ..... --. ___ ..... ---.. --.--·------··
· List issue, where material:
None
• j
Did decedent marry ,aft.er execution of will? (indicate)XM. No. Any children born after execution of will? (indicate)
Yes. No. If answer yes, name them .................................. : .... _..~---·--·-:· ....... ------·-·----··-----·-·-----------------·-----------------------------·
·····-····:··························································---·-----·····-···'···············-·-·---··--··-········-···--······--·--------------·--: ... ·::: ... ~------------------·
Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris
Mrs. Genevieve Caputo None Bequest
Mrs. Anna Phillips~. None Bequest
Mrs. Robert o. Foringer None 5% of residue
Avery Methodist Church None 95% of residue
List, if exceptions to above: Adeemed: Revoked: --Lapsed: Abated: Give Cause:
If portia·! intestacy, give facts:
Notice 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
and of call of audit? Yes. l!JQ.
If any exception give cause: ............................................. .
File copy of Notice 6 and date of mailing ................. ~PE~-~ .. J ... L..l9.7.9 .................. A.lJg_lJ~:t..2.7..,. .. J9.7.0 ............................................ ,,.,,
I
Is estate subject to the filing of a Federal Estate Tax Returh? ....................... · ... .-.. Y?. .............................. .-.................... .
Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .......... ~.?-~~--------·-------------·-·----·----------·
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 such claims; state whether they ore admitted to be correct; and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re-
quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
Balance for distribution per account,
Itemize any additional debits not shown by account: ;$ ..... 4.J._Q4.~.!.5..9. ........... .
..
d
Total additional debits (Add) $ ................................... .
ltemi.ze any additional cre~_its not shown by account:
. ~ . . ·. ': ~ . . ...
Total additional credits (Subtract) $ ................................... .
Balance for distribution $ ..... 4..l.9.4~.!.2.9. ........... .
If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value)· • . I
One diamond ring
One amethyst ring
One past president's pin 1
50.00
10.00
. 1.00
---------------------
If Family Exemption claimed by Petition, give place of Record: ................. ~-~!?-:~ .................... ~ .... : ............................. .
If Family Exemption is claimed at audit,1give name, relationship and basis for Claim: ..... -~.9.~-~---·········-···················
List any advancement or distribution on account that has been made, and nature and amount of same:
To Genevieve Caputo one diamond ring
To A~na T. Phillips -one amethyst ring and one past president's pin
To Avery Methodist Church of Washington, Pa. $1,500.00
Suggested distrib~tion 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:
Pay.Pennsylvania Transfer Inheritance Tax
Pay· costs of ··Audit,
Pay'Mrs. Robe~t 0. Foringer 5% of residue
Pay Avery Methodist Church of Washington, Pa. 95% of residue less advancement
COUNTY OF WASHINGTON, SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly .... -----~~9.!.'.~---·····--·---···doth depose and say
that the facts set forth in the foregoing petition are true
his · to the best oL .............................. knowledge and belief.
And your petitioner will ever pray, etc.
......
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.. ..
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1113, 1969 . No. . ......................................................... A.A .
. AMELIA E.· MOUNTS · Estate of ........... i··············································
Deceased
Lloyd 0. Hart_
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following, in conformity with Court Rules
adopted effective December 3, 1951, being
rule No. 9: paragraph b-e; 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 u 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 a;r.e from judicial
sale of real estate. ·
9. Signed and itemized elections if ciny
distribution in kind.
10. Copy of Federal Estate Tax return if es-
tate is subject thereto ..
l ,
J ~
April 16, 1970
Avery Methodist Church of
Washington, Pennsylvania
Gabby Avenue & McJ Drive
vvashington, Pennsylvania -15;;01
Re: Estate of Amelia E. Mounts
Gentlemen:
You are one of the beneficiaries in the estate of
Amelia E. Mounts. Enclosed herewith please find a copy
of the Inventory and Account which I have filed in this
estate. This Account will be audited by the Court at a
later date and I will LOtify you of the exact time of
the audit.
If you have any que,stions concerning this matter,
please contact me.
Very truly yours,
\IJilliam C. Hart
WCH/pdf
Enclosure
...-----.-------------~-----------------
l(l .,
A I ~ •
Avery Methodist Church
Gorner Gabby Avenue and McJ Drive
Washington, Pennsylvania
Gentlemen:
AUgust 27, 1970
...
Re: Estate of Amelia E.
Mounts
The Executor in the above-captioned estate will present ·
his .\udit Petition to the Court on Thursday, September 17, 1970,
at 10:00 A.M. This will b~ done·in the Orphan's Courtroom in
the rNashington County Courthouse,_ Washington, Pennsylvania. You
may 'be present if you so desire, however, your presence is not
necessary at this time,
Very truly yours,
William C .. Hart
WCH:dah
~ \
-.~ ,
. l
I "'
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. ...
IN RE:
ESTATE OF
A MELIA E. MOUNTS,
!!: Deceased. z o( > .J >-Ill z z ld II.
e BEFORE:
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..: APPEARANCES: ~ a: I-III Q
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0 TIME: Q
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ai ~ THE COURT: a: 0
ORPHANS' COURT DIVISION
)
)
) No. 1113 of 1969
)
)
)
)
HEARING ON AUDIT
THE HONORABLE P. VINCENT MARINO, Judge
of the said Court.
HART & HART. ESQS., of Washington, Penna.,
representing the Accountants.
Thursday, September 17, 1970, at 10:00 o'clock
A. M., EDST .
Number 1113 of 1969, th~ estate of Amelia E.
I
I
II. ld a:
~
Mounts, deceased. The Executors are William C. Hart and Lloyd
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0. Hart and the attorneys are Hart and Hart. Mr. Lloyd Hart?
~ MR. HART: Here are all the necessary papers. There are no
IL 0
debts and no cpmplications.
THE COURT: Is there anyone else in Court interested in this
decedent's estate?
(NO RESPONSE)
THE COURT: The audit of this account is ordered closed by the
Court.
( AUDIT CLOSED )
J
-.~[~------------------------
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~
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II ~ I hereby certify that the proceedings and evidence are contained
II L ~fully and accurately in the notes taken by me on the hearing of the above
' i!: i:cause, and that this copy is a correct transcript of the same.
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II: :> L II II: The foregoing record of the proceedings upon the hearing of the
II: :I :> ~ above cause is hereby approved and directed to be filed.
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--. j
In the Matter of the Estate of ) In the Orphans' Court of Washington County, Penna.
) Amelia E. Mounts.
Deceased No ...... : .................................... of 19 ........... ..
RECEIPT
l!Cnnm all mtn bg t4tst prrsrnts. That ............................. AY.~.!.:Y. .... ~~.!:h~~.t..~.~ ..... Q .. h~ .. S:.h .............................. .
does . · William C. Hart ·. hereby acknowledge to have received ftom ................................................... , .............................................................................. ..
Executor, Administrator of the estate of ............ -........ ~.~-~.!t..?.: .... :§.~.; .. M.s>.~.'t.§ ................................................................. Deceased
the sum of ................... Qn.~ ..... 'Ih9..!:1§.?.:.n9: .... .E~.Y.§ ..... Hg,nQ:L.~.Q. ...... ~ ............. _ ........... ( $ ......... l~.5..QQ ..... O.Q ....................... ) Dollars
~~-As an advance of part of a bequest in said estate.
11l!1Untss my hand and seal thi~~~ ............. day of .................... ~.~-~ ........................................... 19..7.9. .. . ~"-7. . . Avery Methodist Church
. ' ~ ~-\.' ~-~
Witness ~ ... t!. .. -.. ... ! ..... : :. ... ~. .. ............ -........ ,;~~-~ .............................. (Seal) . ~ ..-...2 ~· '_ .. ---. ... ~:~~~ . ~ ~' .J" ~-~I '. =~ r ~-.. ~: ~· ~ ~--~~ ~ ~ ~ ~ :; ~ ~ .l•"' ..... -::=... u,. .... ~... "" ~~:. !l i ~,.;....... ;:;··~: ~., "' ... _ ,:':"' ... r;:; f ·?;~t" ......... ....·~ ...... " ..,:-.....-... ~ r,.. ~~~ ........ '-~
In the .Matter of the Estate of ) In the Orphans' Court of Washington County, Penna.
) Ame·lia E •. Mounts · · .............................................................. J ..................................... .
Deceased No ........................................... of 19 ........... ..
RECEIPT
1Knnm all mrn hg t~rur prrsrntu. That ........................................... Ann.e ..... T ....... P..billi;p.s ..................................... .
do e s . hereby acknowledge to have received from .................................... Nilliam .... G ...... Har..t ......................................... .
Executor, ~ of the; estate of ........... 1\.mel.ia .... E. ...... .Mo.unt..s., ........................................... : ............................ Deceased
~ ..... o.ne ... am.e.thy.s:t .... r.i.ng ... aud .... o.n~L.pa.s.t. ... P..r.e.s.idee$.!.s ... .P.in .. .D.~.U; .. Y. ....... mX»~
in full of the amount awarded· me under the ittrtt nf :tltt ®rp4an.11' <lrnurt nf lll1JaB4ingtnn <lrnunty, JrnnBylnania,
at the above number.
llliJitnt.ll.ll my hand and seal this ............... Z.l~.:t ................................................. day of ................ .Ma;y..,. ............................ , ................. I97.D .... ;,
Witnes& .... ~dL.~ -· ~112'_ .... _ ................ .-.--... LJ'/~
Form No. RCC-62 (7-69) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961,
EFFECTIVE .JANUARY 1, 1962. (FILE IN DUPUCATE" WITH COPY OF WILL ATTACHED)
. .
1 h 1-1 I IJ -.
~ OFFICE OF THE REGISTER OF WILLS
...
County of ... ~~~~~~~~-~~?-.......... .
j
. . . . . . . ~~~~~~-~. ~.· .. ?~~~-.. · ................... of~.~?.~~--~~l~~;'.~. ~;r:~~?-.~'. ~~~P,~~~119~t. ~~ •,
(Name) (AddreBB)
being duly --------------~~~~-~-------------·according to law, deposes and says that he is che -------·---·--·-Ex.e.cutor. ______________________ _ . . . (Exec., Adm., Legatee, Etc.)
of the estate of --~~J..i~---~-! ... M.9.~-~§ ___________________ whose last residence vias .. ?..Q_Ql __ N_g~_1!h .. ~Jn. ... S.:t..:r.e.e..t ________ _
. . (No.) (Su~et) .
S ..... S.tr.abane ___ Tw.p .. +----------·deceased, and that the whole of the estate of said decedent, who died ---~-~P~-~----?..9_, ___ 1969 , (Ciry, Borough or Township) · (Date)
·onsisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOINT TENANT. OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
NONE
. / " I (j v
K v\. V'·
1\
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\
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Personal Property
Savings Account -Mellon Nation~l Bank $4186.59"'
Checking Account -Mellon National Bank 1115.17-
Proceeds from Life Insurance (Metropolitan) . 612.13 "'\ .
Proceeds from deposit at Washington County Home 1252.00
One Diamond Ring .. 50.00 ~
One,Amethyst Ring 1o.oo. I . . .
One past presi.dent's ring -Daughters of Union Veterans • 1.00 .. J .
TOTAL . • < .. $7226.89
.
NOTE: You may expedite the processing of this return by filing with it, and as a part of the return,
letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the
decedent as of the date of death, Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account, account number and the exact name or names in
which the account is registered,
....,
Jointly Held Property Estimated
Value
~" NONE " '· -. ' · ... ~
... .
.
" '• -: ·' ! ·' . .. ~ ' .
-
Transfe!'s within TWO YEARS Prior to Death
NONE ,.
..
That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly with, or as agent or deputy of
another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DE?OSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
NONE
-
BENEFICIARIES
BENE.FICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest, v,ested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE
forth this fact.) DECEDENT
Mrs Genevieve c~ nut.o
1 ~1 R .• T::~v ~~-'Y'~:~P.t Yn~i 'l::~nt.i
~ , ~ ,
Michif!an -L.8197 NonA VA~ n;!:!mr'\nn lHni'Y' . -.....
-Mrs. Anne T. Phillins None VA~ Amethvst Rine: &
. 32.2 Wi:tson Ave., Wash., Pa. Past Pres.'s Pin .
Mrs. RQbert 0. Forinf!er
1071 Mae:nolia Dr. Wash • ._ Pa._ None Yes sci _a.f RA~i n nA
Aver_y Metho_dist Church
Washington, Penna. None Yes 9'5~ o:f Residue
RESI.DENT DECE;:DENT DEBTS AND DEDUCTIONS CLAIMED • .
NOTE· dst first five items in the spaces so provided, observe notations thereon, and instructions. --~----------------------------r--------------
HArt. &. H:trt. A+.t-.v~ _._ .
William c. Hart and
Llovd 0. Hart
OTHER DEBTS AND CLAIMS
Washington Hospital
Washington County Home
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
( *) See Note below
Grave Marker
Ho~tal Bills
Care for Decedent
Total
66.bo
-,
26. ~0
75.20
814. )0
Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission oi· debt is greater
or less than the estimated amount claimed and allowed.
Subscribed and sworn to before me this ... Z3r.d ............ .
(Executor~
........................ day of .... AP:r.i.l ........... , 1rl.O .. . .. 9 .. Qc;>:LW1:-.. $_q~r.~ .. .!\.:r;'GC,.4~ ............. .
(S~reet Number)
. _ .W~~~~J;1:g~9~ '·. P~~J;1:~Y~Y~.I?·~-~-....... .
(City or Town and State)
Having been <!~l_ys~~ according to law#I he eby certify that the above ap;>raisement is made in conformity with law on this
.......... o:f(Y..~ ........ day of...... . .. ~-.. ··QJ .......... -.;:::7 .... -~~-.
. . . .. . .. ft............. .. . .. .... 2_ .. ~JJ. ~
ApprRp
In the event that any future interest in this estate is transferred in possession or enjoyment to collatera Irs of the decedent after the
expiration of any estate for life or for yea1·s, the Commonwealth hereby expressly reserves the right to appraise and assess transfer·inheri-
tance. taxes at the lawful collateral rate on any such future interest.
Form No. RCC-62 (7-69)
Will l 3 /e, tt;J Administration SNo_ .///. · · · · Year ... /..
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.... Ameli.a.. E .•.. M.Qun:ts ............. .
Deceased
Late of . C;i.:ty .. Q:f. Wq?J1:i:p.gt9n ...... .
Cou~ty of . Wq.?.triPEt9n .............. .
Qommonwealth of Pennsylvania
REPORT AND APPRAISAL
... ...,... .
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>m::o t=:) b-en 0 c:: ;:r:.. ,.__ :X: -(j) -o j -(./) (f; :::0 2: --; I m 0[T1~ t''-)
-1 ::;l) i-t.O 0 Q. :;c:O~ ..,.,. ~ -o ...
0 :b'-.:::r o:E ::::; • r--I'""V -or-2: l>cno t::::)
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Form~Rc C ;10. ,,
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STA1&€.~-I ~-o? DEBTS "
DEDUCTIONS ALLOWED IN )
THE SUM OF . . . . . . . . . . . . $~/..l..£.. . .,Z.q, OFFICE OF THE
AND DEDUCTIONS "'~~~ REGISTER OF WILLS
OF __ W.II.II..Cl::l...,;S;ub..L.J.&... Du.e,g,_~.t~.~.o._.n...___ COUNTY
AND AGENT OF THE COMMONWEALTH ~· #6J~~7-~/...3 Register of Wills, Age~t
ESTATE oF _.J:.AL!Imwe;;!..!.l .J.i.oa~...-~E::..· ... .:..· .I!Ml..l.aJ.JJ..L.mLJ...Ut..:s.__ __ LATE oF Washington, Pennsyl vanj a
TH -S~e~p~t~e~m~b~e~r~2~9,~1~9~6~9~----oArE OF FILING APPRAISEMENT ----------DAT!i OF DEA - --
DATE NO. OF NAM&: OF PAYEE REMARKS AMOUNT VOUCHI;III
I W::1 c::hi no-t-.on r.annt-.v Home r.::l re far· Deren ent. I~ RlL -=
' p;!:lt.+ li'nn~=>r::ll Home li'1m erR. 1 Home 1 l .. Rn
r;.'Y'., 'Ti<> M!=1 'Y' lri<>'Y' ?h
11AT!:l c: hi n_g+ 1"'\YI l-T/"'\c:.p.i_ta l T-T" c: TJ.i.ta 1 Bi lJ c: 7t:; -..-
p,...,,....;c+nY> 1"'\f' 1AT;llc: p.,.:."h!=1+;no-1nTil1 1 c::. ·o -o •7
(lhc~vo~.,.,.,.. D,h];c:hinrr f:o Ll r'lu T.i<>f-.+ O'Y'C 1 I. ·o·
Washinf!'ton Countv Renorts Adv. Letters 1 h.
liT~+" -~~ v~~~ ' J. -J '+
"R~=>rr;~+o.,.. '"'f' ~nfills li'i 1 i nP" Tmrent.orv /,
'-' -=
D ~ ~.: ,... + ~.,.. "f' 1nT; 1 1 c li'; 1; ,..,,.,. llnn/"'\1lY'I+ 1 r::.
'Wtll}a; tC T·T~ ~~rt and
-o ....
Rvon1l+/"'\1"C li'i<>i<>C: ':l~1
-~J 'T =
u.,'Y'+ ,..,~rl u.-,,.,+_ Ll +. +.1"'\Y'n eve: Ll+.+/"'\rn~=>"'rc: li'~=>~=>c:: ':lh1 .,
'T'n 'T' II T lm i1 RS
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COMMONWEALTH OF PENNSYLVANIA }
__ VVn..=.u...L....L~-S\J: COUNTY OF _Wa sbj ngton
1, ------..JJJOI/.llb~liarp C. Hart, HEREBY CERTIFY, THAT. TO THE BEaT OF
~y I<NOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSI!:S OP'
ADMINISTRATION SUBMITTED TO THE ESTATE OF
INHERITANCE TAX PURPOSES. '
· ~(.L__~ CL.S.)
:
mel i a E. Ma~0~eE:. s oEDucTION!i FoR
SWORN AND SUBSCRIBED BEFORE ME THIS 23rd DAY 01"
I,·-.
, 5Z~;;;£!::}} 'a_ ~L
.... .... IDD.ORES A. HUGUS, Notary PubHC .
ll::ib'(jjWashing.ton, Washington C'auntY' -~~Qn.;e~pifes-August. 2_6, ~~12
00
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RCC-81 (2·64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
' BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E
REFIER TO
NOTICE OF FILING OF APPRAISEMENT
(Executor ~Mi~@>~'MJ"f
In Re: Estate of _____ A_. ~_,.(;;_L_IA_. _E_. _MOU_. _·_NTU_._iJ _____ _
WASHlt1G1'0ll 63-69-lllJ -------------------------------County-File No. ________ _
Dear ~. HQf't:
You are hereby notified that the 0~
appraisement in the estate of ~~~iij b• HOURts
has been filed in the office of the Register of Wills qf Wo.&h~tQ.ri
·county on Juno 24 , 19_1~ Said appraisement reflects· the
following valuations:
Real Estate __ ~--------~~~~~----
Personal Property ______ ;_7~~~22~6;_*;_89~·-----
Transfers ______________ ~~~~~----
Total _______ ~-~'~'~22~--~6~•8_~~---
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 deatli, interest at the rate
of six ( 5%) percent per an.num is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
;' / } /"'.
Signed\/ .1 J tC { ,?'' -(._,;' c::: ; Date ____ J:....:\ln0...:.:.·~24:....:·· ~,_l.::.:<fl:....:.. _0 __ _ •/
Title W~R• Clli\tiPt~ CHILl! Alti1\AISF11
DATL OF DEM:lh September 29, 1969
Note: This is not a bill.
I
, . . '-"
..,-. ~~
~CC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of MOUNTS,
(Last Name)
AMELIA
(First Name)
E.
(Initial)
9-29 69 63-69-1113 DATE OF DEATH ___ -__ FILE NO. ____ _
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
::,::lues set fo•::::~;0each item in the last column to the dght Qu7", "B", "C", and "E",
09-29-9
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for Washington 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
Jesser amount is set forth in the la.st column to the right in Schedule "F", which greater or Jesser amount represents the sum allowed as a deduction, /) ..8 / Q., ,._ '-.. ~ :;;,
Dated: 06-24-70 ~ / f1f!_~~vvu
REGISTER OF WILLS
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED ..
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
$ $
annuities . . . . . . . . . . . . . . . . . . . $------+---
ESTATE TAX ASSESSMENTS $ _____ J...__
7~226 89
7,226 89
'3.181) '30
4.041 59
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Taxon$ ________________ ~---
Tax on $ ---------+--
Taxon $----------4--
Tax on $ --------,..,...,.--+.,..,.,.-
Tax on $ _____ .....:r..t....:=...-.+.:..£.+
2%
6%
5%
$ _______ 4----
$ _________ -4---
$------------4---
$ _________ ~~----
$ ____ _;;6---06+74___:_ __
VALUE AS REAPPRAISED
$ ______________ ~_
Exemptions=======~!==
Total Estate _______ -+---
TOTAL TAX $-------------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 $============
Add interest at rate of 6% from
------tO---------
AMOUNT OF ESTATE TAX ASSESSED $------+--
Estate tax paid $----------~--
BALANCE DUE $-------------~---
Add interest at rate of 6% from
----------~'0------$-----------4---
TOTAL TAX BALANCE $ -----+---
PAID $-----~--
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Will
Administration t No .................... Year ........... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE .
ESTATE OF
...... AMELIA .. E .•.. ~~QW.~'l'$ ................................... .
Deceased
Late of . . . . . .WASHING 'l'ON ............................ .
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
• .
l'
r'
Fonn RCC-2
COMMONWEALTH OF PENNSYLVANIA DATE ......................... ~~.~ ..... ?4..'. ...... ~.?.?..?. ... ..
' . DEP_,.~RTMENT OF REVENUE
B~E~U OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 1 7 1 2 7
RESIDENT INHERITANCE TAX couNTY ........................ W.~::?.!P..J1K~.Ql} .............................. ..
• ' APPRAISEMENT FILE NO ................. §.?..::::.~?.:.~~.~?. ....................................... .
Whereas, .................................. Am~li.a. ... ~., ..... M.9.Y.JJt9. ............................................................ late of ............................ Y.l.~~.t9.:.gg.~9..~ .............................................. .
in the County of ................................... Wa.s.hingt.on ................................................................... Commonwealth of Pennsylvania, having died on
the ........................................... 2.9 .... th ................................... day of ............... 9..~t..E:?.~.t?.r. ................................ 19 .. ?9. ... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore I Ttl R Chaney 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 fbc
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future Interest In this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
Inheritance taxes at the lawful collateral rate on any such future Interest.
Unit Appraisement Deacrlptlon of A net Valuea Made for Inheritance Tax Purpoaes
$
PERSONALTY:
See copy of appraisement attached 7,226 89
,_
/
Total 7,226 89
. /~ ............ ( , er an Street) .................. .''·-. y-(P;;;o;;;;;························• Penna.
I
I
,
.... ...,...r ,
................................... W.A$J-U;.NG.1'QN. .. .......................... County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
......... ~~ .. r..A .... :E..~ ..... N9Y..I\f':I'e.
Deceased.·
Late of
WASHINGTON ........ , .......................................... ···············································
Date of Deatlz, ...... S..~p.t.?.m?..~;r ___ g_9., .... .+..9$..9. ............. .
AppraisemeHt Docket Vol., ........... ]$ ................................... .
Page, ................ ;!,.1::.7 .................. No ..... §?..~_§9.::::~.:1::~~---···
Filed in Register's Office, ....... J..ww ... 2.4,. ....... 19 . .70 ..
Amount of tax due, $ .................................................................... .
DEPARTMENT OF REVENUE
Received, .................................................................................................. .
Examined and Approved, ........................................................... .
Wrote abo.ut Appra-isement, .................................................. .
Appeal f1'om Appraisement, ..................................................... .
Entered and charged,
f
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