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Home My WebLink AboutOC1969-1177 - ESTATE OF COURSON,. . 1 '·,· Thia JA1 last will 8lld testament ..te 1D WuJUne;\oD., Pennaylnn1a, . . thia 26tlL dQ' ot September, 1916, will re"ffke UT ad all wllla made 'by •• I, Kary Dickens Courson, 'being ot sound mid ud bod71 will u4 bequeath all J'Jtf possessiona, both real aJI4 persoD&l, to 'llfl gru.4-daushte, D'iat'J .&uette Briar. I appoint the Melloll Natio:ul Blak ot ftahingtcm, Paaql-.u,la u executors. All monies to be placed 1a tNat departmat of Mello• Bat1caal Bank 1D tte name ot Xr.tatJ' J.nBette Briar, bon S.ptW.r 81th, 19181 Sewert Air Base, near Nashville, Teueaaee, untU abe .beoOJMa th1rtJJ8&r8 ot ap. 1. '!'he oontenta ot the 014 RO•, 11' Bll8t Be• st., Wuhillgto:n, Pa. to be sold at au&t10A1 no 1Dsp .. t1o:a betore '\bit sale• a. 1 rtupest m.y diamolld rila& 1A lou box be appl'UM4 b7 a looal jewlu u4 sold. -'• . I bequeath the o~ braoele\ to rq dauS;L'MI', MaJ!7 Mare:are.•, '\ax tree. I direot th&t Ralph Piatt, mortioiaa, b,an ohe.rp ~ray twle1'8l, oaun to be plaoed in MJ~Ut ....Uttaad plaee4 beside ._ huabud ia I~ llloul4 :l:riaty .&uatte 110t U ve to the •• oC thi.r\7 1 dirMt Mello:a Natioaal JJuk to place the Trust £oeoud oYer to JlaJT Margaret Oouraon Brie, 'fll dauSJtte. Should ltristy J.nMtte ad Mary llarga:ret Oouraca both be tallaa 1a death betore 1988 I d1Not tu Mellon Natioaal Bak to turn the monet Oft1" to '!he liret Preabyteria Ohuroh of .. lh1agtca, Pcnsylvtnia, to be uae4 tor repe.ira ELS needed. Signed this 16th dq of &Jptember 1961. I hereby certify this to be a. true and correct copy of the Last Will a.nd Testament of Ma.ry D. Courson. A:torney for the Estate of Mar D. Courson Y Waahing\on, P8lmayl 'VDi& ·· .. · ·.· :: :' . ·' :.:' . . . ~. ~ .. ... . ... ~. r-~ --...! j' •• f ...... AFFIDAVIT OF EXECUTOR STATE OF PENNSYLVANIA, SS: COUNTY OF WASHINGTON Personally before me, the undersigned authority, a Notary Public in and for said County and State, appeared ARLIE W. OTT, TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY, who, being duly sworn according to law, deposes and says that MELLON NATIONAL BANK AND TRUST COMPANY is the executor of the estate of MARY DICKENS COURSON, A/K/ A MARY D. COURSON, deceased, that the following schedules constitue a complete inventory and appraisement of the real and personal estate of MARY DICKENS COURSON, A/K/ A MARY D. COURSON, deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the following schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor. Sworn and subscribed before me this 13--tt., day of---:::-<~-, 1971 ..... .,. r """'; ~ ~ -~~~i/b~d. Notary: Public . . DOLORES P. MEREDITH,. Notary Public Washington; Washington County, Pa. My Commission Expires January 28, 1975 V Arlie W. Ott TRUST OFFICER of MELLON NATIONAL BANK AND TRUST COMPANY EXECUTOR ESTATE of MARY DICKENS COURSON, A/KIA MARY D. COURSON, DECEASED INVENTORY AND APPRAISEMENT of the goods and chattels, rights and credits which were of MARY DICKENS COURSON, A/K/A MARY D. COURSON, Deceased, late of 314 East Beau Street, Washington, Washington Coq.nty, Pennsylvania, taken and made in conformity with the above affidavit. PERSONAL ESTATE SCfiEDULE Cash Mellon National Bank and Trust Company Washington Office Checking Account No. 353-6716 Balance l 0/11/69 $ 81. 06 172.86 j i $50.00 $25.00 ........ Treasurer of the United States Social security for September, 1969 $114. 30 Social security lump-sum death benefit Veterans Administration benefits for September, 1969 255.00 37.00 Metropolitan Life Insurance Company Proceeds of Certificate No. 43-10538 under Group Policy No. 7500 Continental Can Company, Incorporated HPC Pension benefits for September and October, 1969 Nationwide Mutual Insurance Company Medicare Benefits under Claim No. 211-03-9512A Anderson and Pollock Refund of unearned premium on Policy No. N142530 Allstate Insurance Company Refund of unearned premium due to cancellation of Automobile Policy No. 28525150 05/30 Blue Cross of Western Pennsylvania Refund of unearned premium of Blue Cross Blue Shield Group No. 66000-00, Agreement No. 211-03-9512B The United States of America Savings Bonds, Series E Dated December 1, 1956 Due August 1, 1976 Dated January 1, 1969 Due January 1, 1976 194 7 Chevrolet Sedan (Sold) Household Goods (Sold) Jewelry (Sold) Coins and Currency (Sold) Total Personal Property Appraisement - 2 - $ 406.30 3, 000. 00 64.00 20.52 5. 00· 11. 80 10.20 58.76 18.96 100.00 2,724.95 125.00 470.26 $ 7,269.67 I REAL EST ATE SCHEDULE REAL ESTATE IN PENNSYLVANIA ALL that certain lot of ground situate in the Borough of East Washington, Washington County, Pennsylvania, having erected thereon a two -story frame dwelling, frame outbuilding and frame garages, known as 314 East Beau Street, for recording see Deed Book 752, page 17. $ 8, 880. 00 Total Real Estate Appraisement $ 8,880.00 RECAPITULATION Total Personal Property Appraisement $ 7,269.67 Total Real Estate Appraisement 8, 880. 00 Total Appraisement $16, 149.67 " MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA None - 3 - ~ > ( , , o(!;S3 ~ ~ 3-0Cj-//77 INVENTORY AND APPRAISEMENT IN THE ESTATE OF MARY DICKENS COURSON, A/KIA MARY D. COURSON, Deceased Filed , 1971 :~ ::-:J ).-> fT1 ::c (!) t;-) c.:: = ~ r; .o _,.. 1 i r--~ ---; ~~' -~" .. <-: r·, i! ·.-:-1 --: ('_) :..._ ... - ,..._ ·-·"'· t -..::~ -or-o ):.... en ~.:::- -..! ::= ~--r.; '-7 -...... J CT; r--.. ·-- 1 Attorney: George K. Hanna, Esquire Address: Washington Trust Building Washington, Pennsylvania 15301 ~ J',Z-P~/..CJ I ~;t,,tH .. -, \ . ~ _...,; :..I! .. •· IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA .;,,.-... -..... ;:-,it_, ORPHANS' COURT DIVISION NO. 63-69-1177 ESTATE OF MARY DICKENS COURSON ALSO KNOWN AS MARY D. COURSON FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPAII..i'Y EXECUTOR BAlANCE DUE -$10,520.93 lflftl lftllll, CO Wit~~~ -111/ the withm a~wn &•red to the O.rt ~ GDnfirMatmlt. ~ " "' ~ }L" " ~ .. f~··l ... 1£11L. ' ... ~ 9<>1JI.~rl'!,. r1~ri (]l"r -{)._(#,;..-.·_ ... Fee - ~~: -~-·J If/~~~ 0;; :. ;: :-~ ,::_.,. ·::: ~ l Filed ~., · ' ---i C.) '., .~...:;... -· ~' '·· t:-) ~·--....... c..:-) .... ___ . ~! r--···· !---(l) --::-:-~---.... -0 ' . .f..__ ... _ GEORGE K. HANNA Attorney-at-law Washington Trust Building Washington, Pennsylvania 15301 ~&/.?& # -2-iob •'*";._-:-·~ TAIL~~~~-, .... <>:~ :,.-l·.: -:~J.:.urly, 0U. /1 rio &ertif.:t !hrtt t lu11.H~ (Jiven !eqal notice to af! !Hlr">u<- :r;o~rns€! o-j~ the fllli:g. ol the UJfthln aco!Junt in the n:ru:n3r :~: ~ ~Rcri~ by Statute and Rule of Oc:.ut, a.s cu/d-;Jho~ui IJM pr:Jr) ... U.wrfiof filed to No. ~3-1(· 580 Wl'tneos my I• a,""' ... ,d ,-,(i·;_of~! ""'"' ~h!eo ~ o--1::b... dat ·'·~ .u ... :""';,"/' ......... ~....... • • , -~(J~w_:·M_ 01Ail ~:. - 1\};J,.a,~o q;;.·;~~<,;~~~ .. ,.. .... 't, ··.='."'". ·l HKR:kh IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 63-~9-1177 EStATE OF MARY DICKENS COURSON ALSO KNOWN AS MARY D. COURSON FIRST AND FINAL ACCOUNT OF MELLON NATIONAL BANK AND TRUST COMPANY EXECUTOR June 24, 1971 s u M M A R y sCHEDULE "A II PRINCIPAL-PERSONALTY Receipts Page 3 $7,275.67 Amount transferred. from Principal-Realty 82626.47 $15,902 14 Disbursements Page 6 5 570 08 Balance $10,332 SCHEDULE "B" INCOME-PERSONALTY Receipts Page 7 $181.10 Amount transferred from Income-Realty 16.83 $197 93 Disbursements Page 7 9 06 Balance 188 SCHEDULE "C" PRINCIPAL-REALTY Receipts Page 8 $8,880 00 Disbursements Page 8 $253.53 Amount transferred to Principal- Personalty to consolidate 82626.47 8 880 00 Balance 000 SCHEDULE "D" INCOME-REALTY Receipts Page 9 $18 00 Disbursements Page 9 $1.17 Amount transferred to Income- Personalty to consolidate 16.83 18 00 Balance 000 NET BALANCE $10,520 06 87 00 00 93 ., The balance consists of the following: PRINCIPAL-PERSONALTY United States of America Treasury Bills, 3.861% $10,000. due 8/12/71 Jewelry delive~ed (See Exhibit No. 1 Page 10) Cash INCOME-PERSONALTY Cash - 2 - $9,902 40 5 00 $9,907 40 __ ..:..;42=-4 66 $10,332 06 __ .:,1.:::.;88 87 $10,520 93 1971 May 1971 June 1969 Dec. 1970 Jan. Feb. 1971 May June 1969 Dec. 1970 Mar. 1971 May 13 Inventory.filed sCHEDULE "A II PRINCIPAL-PERSONALTY Receipts Additional Assets 11 Allstate Insurance Company: 4 Refund of unearned premium oa fire policy No. 29 561 422F-ll-30-3P (paid by decedent) Conversion of Assets Without Gain or Loss Proceeds sale 1947 Chevrolet Sedan Carrying value $100.00 100.00 16 Proceeds sale of household goods at auction $2,724.95 2, 724.95 Carrying value 15 Proceeds redemption of $25. United States of America Savings Bond, Series "E", Registered, due 1/1/76 at 77.32, less increment credited 15 to income $18.96 Carrying value 18.96 Proceeds sale of jewelry Carrying value $120.00 120.00 18 Proceeds sale of coins and currency Carrying value $470.26 470.26 25 Proceeds redemption of $50. United States of America Savings Bond, Series "E", Registered, Extended, due 8/1/76 at 120., less increment credited to income $58.76 Carrying value 58.76 13 Withdrawal of $2,000. Deposited at Interest in Mellon Bank $2,000.00 Carrying value 2,000.00 15 Withdrawal of $1,000. Deposited at Interest in Mellon Bank ' $1,000.00 Carrying value 1,000.00 Purchase of Assets and Temporary Investments 31 $2,000. Deposited at Interest in Mellon Bank 5 $1,000. Deposited at Interest in Mellon Bank 13 $10,000. United States of America Treasury Bills, 3.!61%, dated 2/11/71 at 99.024 Cash expended in temporary investments Amount transferred from Principal-Realty to consolidate - 3 - $000 00 000 00 000 00 000 00 000 00 000 00 000 00 000 00 $2,000 00 1,000 00 9,902 40 $12,902 40 12.902 40 $7,269 67 6 00 000 00 000 00 $7,275 67 8 626 47 $15,902 14 1969 Oct. Nov. Dec. 1970 Jan. May 1971 Apr. SCHEDULE '1A" PRINCIPAL-PERSONALTY Disbursements Administrative Expenses 29 Washington County Reports: Advertising grant of letters 29 Observer-Reporter: Advertising grant of letters 31 J. C. McCleery: Appraisal of real estate situate 314 East Beau Street, Washington, Pa. 13 Commonwealth of Pennsylvania, Bureau of Vital Statistics: Six Death Certificates 16 Martin R. Hallam, Auctioneer: Total expenses of auction of household goods 31 Richard H. Piatt: Appraisal fee re coins 5 Observer-Reporter: Advertising for sale of real estate 22 Expenses of Real Estate situate 314 East Beau Street, Borough of East Washington, Pa., as follows: 12/5/69 McVehil Plumbing, Heating and Supply Company: Winterizing real estate 2/25/70 McVehil Plumbing, Heating and Supply Company: Payment for turning off gas and water at Curb and winterizing house to include labor and materials 2/25/70 Columbia Gas of Pennsylvania, Incorporated: Service 10/13/69 through 2/11/70 $112.61 Less: Refund 4/30/70 of overpayment 16.22 5/1/70 The Citizens Water Company of Washington, Pa.: Service 12/25/69 through final bill 5/1/70 Washington-East Washington Joint Authority: Service 12/25/69 through final bill 8/4/70 c. W. Phillips and Sons: Payment for repairing roof FORWARD - 4 - $43.75 24.37 96.39 27.29 21.42 31.07 $244.29 $14 00 14 00 35 00 6 00 634 31 22 50 16 32 $742 13 ~--~--------------------------------------- -6- SCHEDULE "B" INCOME-PERSONALTY Receipts Interest-Bonds United States of America Savings Bonds, Series "E", Registered, as follows: Maturity Increment Value Dated To Amount $25. 1/1/69 1/2/70 $.37 so. 12/1/56 2/2/70 1.24 $1 61 Deeosited at Interest Deposited at Interest in Mellon Bank Interest collected during the period 12/31/69 to 6/15/71 179 49 $181 10 Amount transferred from Income-Realty to consolidate 16 83 $197 93 Disbursements 1971 Administrative Exeenses June 24 Mellon National Bank and Trust Company: Executor's compensation $9 06 . -7- .. SCHEDULE 11 C11 PRINCIPAL-REALTY Receiets 1971 May 13 Inventory filed $8,880 00 Disbursements 1971 Loss on Sale of Real Estate Apr. 28 Net proceeds sale of real estate situate 314 East Beau Street, Borough of East Washington, Washington County, Pa., to Henry P. Bennet, et ux for a total consideration of $8,880.00 l Less expenses of sale: East Washington Borough Realty Transfer Taxes $177.60 Seller's pro-rata share of 1971 real estate taxes 75.93 253.53 $8,626.47 Carrying value 8,880.00 $253 53 Amount transferred to Principal-Personalty to consolidate 8.626 47 $8,880 00 \ - 8 - 1970 Sept. SCHEDULE 11D11 INCOME-REALTY Receipts Rent for garage at property situate 314 East Beau Street, Borough of East Washington, Pa., for November, 1969 through April, 1970 Disbursements Administrative Expenses 28 Mellon National Bank and Trust Company: Executor's compensation on rents Amount transferred to Income-Personalty to consolidate - 9 - $18 00 $1 17 16 83 $18 00 EXHIBIT NO. 1 Advancement on account of distribution: PRINCIPAL-PERSONALTY Advancement under Article Three of the Will: Mary Margaret Briar, mother and natural guardian of Kristy Annette Briar, Legatee: White gold ring with a clear white sapphire stone, delivered 12/30/69 at inventory value Mary Margaret Briar, Legatee: Sterling silver charm bracelet with six charms delivered 12/30/69 at no value -10 - $5.00 COMMONWEALTH OF PENNSYLVANIA ) ss COUNTY OF WASHINGTON ) ARLIE W. OTT, Trust Officer of the MELLON NATIONAL BANK AND TRUST COMPANY, the above named Accountant, being duly sworn according to law, deposes and says that more than six months have elapsed from the date of grant of letters and from the date of the first complete advertisement of grant of letters testamentary, that the disbursements shown in the account have been made to the parties entitled thereto; and that the account as stated is true and correct as he verily believes. Sworn to and subscribed b~fore me this !Jd day ,\ , bi_.fJ.Ji.& A, 0, 1971 r-~~-~ I .. Jli~-s~~ ~ ' Notary Public DOLORES P. MEREDITH, Notary Public washington, Washington C?unty. pa. My Corr.;nission ExplrllS. January 28, 1975 REQUEST FOR DISTRIBUTION Accountant requests that distribution be determined by the Court in accordance with the Petition for Distribution to be offered in evidence at the audit of this account. Mellon National Bank and Trust Company, • Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 .May, 1929, P. L. 1784, as amended. Commonwealth of Pennsylvania, County of Washington, SS: ........... . Personally appear·ed before me, a Notary Public in and for said County and State, ...... Richar.d .... S ........ G.<?.W~P. .................. , who being duly s•worn according to law, deposes and says that he is the .... $..~-~J.~t~.;:.Y. ............ .. of the Obs:erver Publishing Company, a P.enns.ylvania corporation, and it·s agent in this behalf; that the said Company is. the owner and publisher of the Observer-Reporter, succ•essor to The Washington Obs·erver, established Septembe•r 18, 1871, and The Washington Reporter, established August 15, 1808, a daily news:pap:e.r of general circulation, printed and publis·hed and having its place of busines•s at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and published continuously for more than six months· prior to the publication of the notice hereto attached; tha;t the printed notice or advertisement hereto attached is a ·copy of an official advertisement, official notice, legal notice or legal adve·rtis·ement, exactly as printed or published in the Ob:::'erver-Reporter in t' its regular editions on the following d•ate or dates; ........................................... . .............................. Oc.tob.er .... 17 . ., ... 24 ... .and .... 3.l.~ ... :l.9.6.9 ......................... . that neither th!e affiant nor the Observer Publishing Company is interested in the subject matter of s•aid notice or advertising and that all of the alle.ga- tions• of this affidavit as to the time, placeJnd character of publication are true. t~~~-,d ~-.. -EXECUTOR'S N~TI.--. , --1. ~.ESTATE OF Mary :qlck•m f:o~~: · a/."/a Mary D. t'Ol -'· ~~sed ~.\late of ~orout:b'·. of "East . Washington Washington, Co., Penna. :li~Letters tesfalrientary upon, the . •· · · ·· •· ·'op en granted b_,gye estat~ !/:~Yl~~ oti~e i's hereby to;tthe undersigned(! ),t 'a''' thereto to ,given to thos~ in e ~~ t ~and to make immediate . payp1~n_..,. t ltnose having. clainis·.or demands o ·present them_.' fof.~seth~.rr men·t'·l'fust \ · Mellon Natwnal B~ an . Company;· E~~\l'uto~ . 40 South Mam Street .,;, . Washington, Pa. 15301 '. · 1 Richard DiSalle, Att.or~ey '. 'Law & Finance Bmldmg 'Canonsburg, Pa. 15317 G924ii~Frii3 . 1.,.~-~ -·--· '!'' -. . . -· subs~-before me this .. 3 .. l. ... day of ... .Q.~J9.1?.~X ... J969 ... /11~~~~.~~·· Sworn to and WASHINGTON, WASHINGTON CO M'l' vOMMISSlON ~XPIRES MAl' 6, 1974 Washington County Reports Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY oF WASHINGToN} SS. STATE OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail legal periodical for said Washington County, published weekly hav·ing its place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASHINGTON COUNTY REPORTS was established on March 31, 1920, and was designated as the official legal publica6on for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ........... Oc.t.o.b.er .... 23.,. .... 3.0., .... ~9.6.9. ....................... . ........... Novemhe.r .... 6.,. .... 1.9..69 ...................................... . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the ~~..::~of ozv~_::~-~-" tho p~li<Otion Sworn to and subscribed before me this ..... 6.th::;: .. :_tY of ............. No:v.embe.r ............ , 19 .... 69. ...... . ............ ~~ ... e.. .... Zi..~l. .. Notary Public KATHERINE C. NICHOLAS, No!ary .P"biiC Washington, Washington Co., Pa. My Commission Expires November 1, 1973 Estate Notices The Register of WiHs has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • COURSON, MARY DICKENS, a/k/a MARY D. COURSON; Dec'd. Late of Borough of East Washington Washington County, Penna. ' Executor: Mellon National Bank & 'Frust Company, 40 S. Main St., Wash-Ington, Pa. 15301 Attorney: Richard DiSalle, Law & Fmance Bldg., Canonsburg, Pa. 15317 \ Testate Form PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of ....... ~~! . .:!?.: ... ~gg_~~~~? ... ~/.~/~ ............. . No ..... --------~-~-::~_9::·.~-~-?.?. .............. : ............... . ' MARY DICKENS COURSON Fiduciary ...... ~-~-~~?.~--~~~~~-~~~--~~-~--~1?:~ ........ . ----------------·----------·---·------------------------------------------------------------· -. . !!::':1.~~--~~~r.::-.~Y.-~--~~~-~-~~~:: .......................... . • T .·, ·Deceased Date of October 11, 1969 Date of October 15; 1969 Decedent's death ................................................................. Grant of Letters ..................................•............................... Tnh~. . _t __ h. First and Final f'l d . t'h· t t IS IS e ............................................................................ account 1 e 1n IS es a e • ( ·• ~ ,_ n ' '') . ) l'f there have been fo·rmer accbU'I'ifs filed ·in th'is estate, list file num..ber or number and term ................................... . • • T -None ............................................................................................................................................................................................................................................................................................................................................................................. Election to take N .A~ Date Election Place of; Under or Against will. (cross out one) Filed .................................. Record ............................. . ) .. N A -· Name of su rv1v1 ng spouse ......... ! .... !' ............................ __ ........................... _____ ........................................ ___ ..... __ ............... . .. LiSt' issue, where ma!eria-1: . ·~I , . Mary Ma~garE!.t ~our_son _B:riar r • + K~isty 4nnej;.te. Briar Daughter ' . Granddaughter T ·~ ,.... ....... - --.... .... ---:, , Did d!=cedeQt_ !'!larry Cltt.~r exec~ution of wiq? (indl_cate) ~ ,No. Any children born_ a~ter execution of will? (indicate) ·Yes. No~ If-answer· yes·,·-~ame tnem ........... : ..... : ............ .' ...... : ........... ~---~-: .................. :-.... : ............................................... .. --·-.. -.. ---.. --.... --.. -... --.... -...... --.... ----........ ----........ --.............. -.... -...... --.......... -........ --....... -.......... -......... -.... ----.. ---.......... -........ ---.. ---.. --.. --.. --.. -.. -.... -.. --............ -.... -.......... ~ .. --..... ~ .. ; .. ~-:")-.... -.... ------.. . Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris ;· Kristy Annette Briar Granddaughter Amethyst quartz ring Mary Margaret Briar, mother and natural gdn Mary Margaret Courson Briar Daughter Charm bracelet Mellon National Bank and Trust Co.: Trustee for Kristy Annette Briar None Residuary Estate List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: None If partial intestacy, give facts: None Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision-c·) received written notice of the filing of the account and of call of audit? Yes. ~x If any exception give cause: .............................................. ~ File copy of Notice · ( · · -,. ) . and date of ma i I ing .. ~.l:l:~Y. .. ~.?.! ... ~.?.~.! .................................................. _.~------···········-····--····················-·····-········ ............ . Is estate subject to the filiqg of a Federal Estate Tax Ret~rn? .............. ~9 ................................................................... . ,.... " ':1 • Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $:%.7.~ .. (~-~-9..QJ~.~-~--<;l;~.I?S:.~~-~lJL ........ . Payment made by Mrs. Briar o£ $11.08-11/5/69 If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . ............................................................................. ~9.t.A.P.P1~.9.?:!?1~---·····················································: ..................... . Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: See Exhibit 11A 11 attached Balance for distribution per account, Itemize any additional debits not shown by account: Principal-Personalty !OM USA Treas. bills dated 2/11/71 due 8/12/71 matured 10M USA Treas. bills dated 5/13/71 due 11/ll/71 matured Income-Personalty Int. earned on !OM USA Treas. bills due 8/12/71 -0- ... o- 97.60 -J : $ ... J.9.,.~.?.9.. ... 2J ........... . Total additional debits (Add) $ .. 97.60 ·--------------------·--·--···---· Itemize any additional credits not shown by account: Principal~.Pe.rsonalt.:y; Register of Wills_: ~iling fe~ First_& Final Account Income-Personalty Mellon Barllc Accountant's compensation Total additional credits (Subtract) · Balance for distribution 26.00 4.88 $ .... 3.0-8.8 .................... . $ .... ~.?.~.~~.?.~.~-~---·········· If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Principal-Personalty $10,000 USA Treasury Bills dated 5/13/71 due ll/ll/71 (To be treated as cash) Jewelry advanced' Cash on hand Income-Personalty Cafh on hand Balance for distribution .of v } $ 9,864.20 5.00 436.86 28L59 .• $10,587.65 -Accountant has in the administration of this estate assumed thatfu.e Testatrix, by her Will, bequeathed her estate in trust for the benefit of her granddaughter, Kristy Annette Briar 1 subject to the specific bequests of personalty which have been advanced as shown herein and requests Your Honorable Court to award in accordance with the suggested distribution. The Testatrix, since 1942, served in the fiduciary capacity as Trustee under the Will of Flora Bell Kelsey, deceased, who by her Will provided a $500 be ... quest in trust for the Washington Hospital to be used to furnish a room in decedentt s memory. This money was deposited by Mrs. Courson in checking account No. 155-2499 in the Washington Office of Mellon National Bank and Trust Company and remains there. At Item 2 of the Will decedent directed sale of diamond ring. Said asset was not found by the Accountant. EXHIBIT "A II "y' ' ... If Family Exemption claimed by Petition, give place of Record: ............ ~~~-~P.l?.~~~~-~~~------------------------------------------ lf F ·1 E t' · 1 · d ·t d't · 1 t' h' d b · f Cl · . Not Applicable am1 y xemp 1on IS c 01me a au 1 , g1ve name, rea 1ons 1p an as1s or aim. __________________ . -----------'--------------- List any advancement or distribution on account that has been made, and nature and amount of same: Mary Margaret Briar, mother and natural guardian of Kristy Annette Briar Article Three Principal Ring $5.00 Mary Margaret Briar Article Four Principal Charm braclet No Value Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is-not in cosh: residuary shares being stated in proportions: Accountant respectfully requests Your Honorable Court to award bequest of the Amethyst Quartz ring to Mary Margaret Briar, mother and natural guardian of Kristy Annette Bri<;tr under Article Three and charm bracelet to Mary Margaret Briar under Article Four and further to award the balance, principal and income, to Mellon National Bank and Trust Company,· Trustee for Kristy Annette Briar, with credit for advancements as shown by receipts filed herewith. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duiY-------~-~'?.!.l?: ___________________ doth ·depose and say that the facts set forth in the foregoing petition are true to the best of·---------~-~-~-----------------knowledge and belief. --------------§.~~-i!:?: .. :,;.-.. ;:·----------to and subscribed before th .. ~--., ·.;-( 1id;f: '_. -~f't, .j ~ / ·. 19 71 me IS ..• --~-----ay o_1~-------·-·-----·· Signature-~~ oHicer_'~~-2~--~~ Title of Officer ...... '-~-~-~~k~~Y.-~~-1?.~~~----·----·--····-----···· . ") : Office expires ...... ~: .. ~J:~i?.):l;?:~Y ... ?.~., .. J.9.I? ................... . DO~ORES P. MEREDITH, Notary Public WUhlneton, Washinr:,on County. f.a. My Commission Expirn · January 28, 1&76 And your petitioner will ever pray, etc. Mellon National Bank and Trust Company, Executor Estate of Mary D. Courson, a/k/a __ ::~--~~~UJ~----------- Trust Officer .... ' ., ~ ~ ,.r ,rc• • /!' No. 63-69-1177 Estate of .... MAB-.X.R_. ___ :_QQY.B.$.9.N.t ... ~!J~/.a F i !, ~::· ') L r.~ t ) ' ' ' J I ---1 MAR Y DICKENS COURSON ··, "{ : : ....................................... ~ ................... ,1. ............... i ........ L ........................................... . ; ) Deceased Fiduciary MelJ.on National Bank and ...................................... --.. ··.-;-...... ; ...... -...... ----..................... --... -.. -- f -l } > Trust Company, Executor ...... --.......... -............ ----............. ------.. -.--.... --............ ,..,1,. .......... ---.......... --.. -.......... . J PETITION "SUR AUDIT '' FROM WHERE D.ECEDENT LEFT A WILL Counsel of Fiduciary will sUbmit herewith the following, in con fo dn i ty )with Court Rules adopted effective De!=emb~r 3, 1951, being rule No. 9: pci ra,g roph b-e; and divisions thereof: shown on pages 2J-24. 1. Written pr~ecipes o:f all Counsel in the case. I 2. Copy of order appointing Guardian ad litem, if pertinent. ~ ' 3. Copy of Order 'appointing Trustee ad litem, if pertinent. ' I ' 4. Proof of service of above. 5. ) I Letters Testamentary or Administration C. T. A. or an at~est copy of Will. 6. Copy of in~entory and appraisement. , 7. Proof of advertisement of grant of letters if not filed with atcqunt. 8. Certificate of liens. in case any of the funds for distribution .are from judicial sale of real estate. ' 9. Signed and ite·~ized elections if any distribution< in kind. 10. Copy of Federal Estate· Tax return if es- tate is subject; thereto. ) George K. Hanna Attorney ~2 '71 ocr Z7 P!·l 3 30 H U S S :: L : . ;~ f :"<. lli 0 REGIS ·1 E r\ 0 F W l L L S W/~SHtN~::TON CO., PA. ~ ,5 ~ ....... -....... j " :t.; .._ ~· \' ! j .... ~ ·,.. ;_ ,. ";'\ \ ,· ....... "::-<\11_-,o, !}',<. J '\\ ~ I l I < >. , ' --...?;/I , -:) "l~~,' ~ I -l., I • ? ., ''';#flftl-·~-~· • ; , . ·~ ,, IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENN . . . • . ORPHANS' COURT DIVISION •. INRE: Estate of 'MARY DICKENS COURSON, a/k/a MARY D. COURSON, ( ) ( ) ( No. 1177 of 1969 -) 1 . z Deceased. ( ) ( '<t > .J >· en z z Ill Q. z 0 1-(J HEARING ON AUDIT ~ BEFORE: The Honorable P. VINCENT MARINO, Judge en ~ .,: u it · of the said Court. - Iii APPEARANCES: GEORGE HANNA, Esq., of Washin¢on, Pa., representing the Accountant. Q ..1 <t § Q :I ., :r TIM:E: /:; Friday, September17, 1971, at10:00o'clock A. M., EDST~ N IIi II: bl I-ll: 0 ~ THE COURT: The Court will resume the call of the audit list II: I-ll: :I 0 u .J <t u iL IL 0 for the third quarter <?f 197·1. We will today consider the accounts scheduled for audit on Friday; September 17, 1971, at 10:00 o'clock A.M.· The first audit is Number 1177 of 1969, the estate of Mary Dickens Courson, deceased; The Executor is Mellon National Bank pf Washington and the attorney is George Hanna; Mr. Hanna? MR. HANNA: If the Court please, there is one problem in this estate as far as interpretation is concerned. This was a Will written by Mary Courson herself. And the first sentence says that she giveE j '! .. ·~ z ~ ..1 >-en z z Ill n. i e Cl z i en < ~ := .,: !:! II: l-UI 0 ..1' < Q 0 :J ., l: ~ N ui a: Ill I-ll: 0 n. Ill II: I-ll: :J 0 0 ..1 < u iL Ia. 0 2 all her possessions, both real and personal,. to her granddaughte~, Kristy Annette Brier. Then she makes certain specific bequests afte ~ that, ,very sl}lall ones. The bank and I had assumed that t~ose bequ es s, . with the Court's approval, would be honored and the balance of the estate would go to the granddaughter. There was one other small problem in this matter. Mrs .. Courson had been a trustee.back in 19 2 under a Will of a Flora Bell Kelsey . Kelsey, by her._Will, had 0 provided a $500. 00 bequest to be left to the. Washington Hospital to be used to furnish a room in Kelsey's memory. This money was . ' deposited by Mrs. Courson in a checking account in Mellon Bank in 1942 and it jqst has been sitting there since then. We are requesting that the Court allow the bank or allow the bank to make an award to the Washington Hospital of that money. And one asset which was listed in the Will has not been found. THE COURT: Are there any claims? MR. HANNA: No claims and no other problems. i:::. ... 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 th Court. ( AUDIT CLOSED ) .,j_ • •. l ' . I .: 0 ·o: l-UI 0 ..1 <( § 0 :> ., X 1-" N ui a:: Ill I • ~ abcvt: •:aue u.-lat.t~~1 •l1pr-ov\'4 aa(J. 4beet(t4 to b• fUed. D. . Ill a:: 1-a:: :> 0 0 ..1 <( 0 ii: ~· ·--·"'"· .. • < " • "' ...,....t; G ::r ....... t~ fr'! .... "' .. ·- (') C~" ~ c~ { c-l (J"J . .., -l -~ ·l • O.,.l ( t ·-.. . . ... ~ ,"'~· .•. c..... c ·-· ~· rl ·-'"11 .. 0 --..-'l'" 0 ·~ r-:.....) "*'-e -o r-<.) ~ > (/'j c:;) -. ,. ~n tqt Q!nurt nf Q!nmmnn Jfltns nf llns4ingtnn Q!nuttty, Jtnnsylnnnin, ®rp4nns · Q!nurt ltittisinn ESTATE OF 63•69·1177 No·--------------- Mary Dickens Courson a/k/a Mary D. Courson, deceased In the matter ofthe First and Final Mellon National Bank & Tr. Account of ___________ _ Co., Executor ADJUDICATION AND DECREE And now October · tl; , 19_1!_, this matter came on for hearing, audit and distribution at this session and testimony to~; and thereupon, upon due consideration thereof the0 b"'LanceJor distribution in the hands ~f the Ac.countant. is detern:i~ed to be $ · l ,~07 .o~ and the account 1s occordmgly confirmed; and 1t 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 port hereof, unless exceptions hereto be filed sec. reg. or on appeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account ________________ _ Additional debit asked at audit Additional credit asked a.t audit Balance'--------------------- Deduct Clerk's Costs & Receipl-------------- Atrtorney George Hanna Russell *arino, Agent, transfer inheritance tax, $152.39 Interest from 1/11/71 to 11/7/71 7.52 Mary Margaret Briar, daughter, specific bequest in kind of Silver Charm Bracelet, held in kind and <iistributed as sueh at the a.ppraised value, credit to be taken by the accountant for items adv~.nced prior to distribution by the Court, Mary Margaret Briar, mother and natural guardia of the estate of Kristy Annette Briar, grand- daughter, specific bequest of White Gold Ring with White sapphire Stone, held in kind and dis-~ tributed a.s such at the appraised value, credit to be taken by the accountant for items ad- vanced prior to distribution by the Court, Mellon National Bank and Trust Company, Tes• tamentary Trustee, for Kristy Annette Briar, grandda.ughter, residue, under the terms of the Will, $10,520.93 97.60 $10,618.53 $10,401.24 $10,396.24 No balance ) I L.. ' '- No.·--------------------------- In the matter of the Account of of Estate of i\1tju1tiratinu null m~ri~~ ~\ ~-~& ~\" j : I f.-• ! I ;-, \ ~-J I • l r • --4,._ t. " '71 a{r E 7 Pn: J 3 a '- R U r c: ;:. t : ' I • '"1 Ill·(!· ...,~~~~ i···lih, REGIS 1 EH OF WiLLS ... WASHJN~~TON GO., P:A .. v r '--! / ' '- L.. "' ("' ~ .,.- : "\. : ("" ,-.. r -. ., ... ,<It! -. . ~ l '' :- .I .- ,. f "' L.. L.. '-;! J COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PA. ORPHANS' COURT DIVISION RE: ESTATE OF MARY D. COURSON, No. 63-69-1177 DECEASED ) RECEIPT FOR ADVANCEMENT TO THE HONORABLE, THE PRESIDENT JUDGE OF SAID COURT: I, MARY MARGARET BRIAR, being beneficially interested m the above titled estate, do hereby acknowledge to have received from Mellon National Bank and Trust Company, Executor of the Estate of Mary D. Courson, deceased, the following at the value set opposite: Sterling silver charm brace.Ietwith six charms -Per Appraisal No Value and request Your Honorable Court to charge the same against me in the Decree of Distribution to be entered in the above titled Estate. In consideration of this advancement being made at this time, I agree to return all or any part thereof should it later appear for any reason said ad- vancement should not have been made. WITNESS: -:: ::-:; > r~n ~j I;::) -...,....,... I.= ! (() ......, '-~ ~~ (fi -~.L.. ---; ((J ' · .. ~ .. -· ~· ' '< '"'..) -I --.J __ ) .C) . ,- -11 -o t~ Cr ~" u r-'-""-' .. -u r-0 ~'""..) > (f) c.o I. -I COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PA. ORPHANS1COURT DIVISION RE: ESTATE OF MARY D. COURSON, No. 63-69-1177 DECEASED RECEIPT FOR ADVANCEMENT TO THE HONORABLE, THE PRESIDENT JUDGE OF SAID COURT: I, MARY MARGARET BRIAR, Mother and Natural Guardian of Kristy Annette Briar who is the Legatee under Article 3 of the Will of Mary D. Courson, do hereby acknowledge to have received from Mellon National Bank and Trust Company, Executor of the Estate of Mary D. Courson, deceased, the following at the value set opposite. White gold ring with a clear white sapphire stone. Stone is chevee cut -Per appraisal $5.00 and request Your Honorable Court to charge the same against me in the Decree of Distribution to be entered in the above titled Estate. In consideration of this advancement being made at this time, I agree to return all or any part or the value thereof should it later appear for any reason said advancement should not have been made. DATED this ~() ' 19\(IQ, • WITNESS: J ... ~ I -..... ~ ., --· :n ;;~~· r;·r ci (.0 C.) .. ._. ~.:~ ." ... - ,--~ (,'1 -,• .-,...1 ' ' -·. r ···-{ ··' ::.".)· ' ; J ........... ) • .._j ~.,., .. ..,~ ~ .:t: 0 t<;• '• "' ·-n r· :::...-.: u I 0 v.:l >. (./) c::;) r"F,Itl~l . , ..... /.·' /j . li IN THE MATTER OF THE ESTATE OF } Mary Dickens Courson, also known as Mary D. Courson DEcEASED, IN THE ORPHANS' COURT IN AN,D F.OR WASHINGTON COUNTY, PENNA. 63-69-1177 NO. ___ ~~~~~~~----------------- KNOW ALL MEN BY THESE PRESENTS, THAT Mellon National Bank and Trust Company, Testamentary Trustee for Kristy Annette Briar, DO HEREBY ACKNOWLEDGE TO HAVE RECEIVED FROM MELLON NATIONAL BANK AND TRUST COMPANY-"''------'E=X=e=-C=-=U=t'-"0'-=r'------------- OF THE ESTATEOF_~M~a~r~y_;])~i~C~k~e~n~s~C~O~U~r~S~O~n~,~a~/~k~/_a~M~~a~r~y~])~·~C~O~U~T~S~O~n~,------DECEASED,THESUM OF Ten Thousand Three Hundred Ninety-Six and 24/100----------<s 10,396.24 ) DOLLARS IN FULL OF THE AMOUNT AWARDED ME UNDER THE DECREE OF THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA MADE AT N0, _ _,_6.__3<::-=-->6"'--9J-C-=-.~.-1 .,.1_._7_,_7_._, __________ , WITNESS MY HAND AND SEAL THIS , __ -4/'--1:6"'-'/t.'--"-'l~_DAY OF __ _,N'-'--'0"--V"--=e-"'m==b"-'e"--=r----19~. ATTEST: // '' _.... (OVER' PLEASE) W,fl282 Mellon National Bank and Trust Company, Te~tame~y~r Kristy Anne~ria By ~a 9 Trust Officer ~ j NO. 63-69-~11~7~7----------~ ORPHANS' COURT ~ESTATE OF Mary Dickens Courson a/k/a Mary D. Courson DOCKET PAGE. ______ _ -:---:-:-· l J:,._ n 1 :::1 en r.·) c-.:-~J..:-(., --t _ _;-_ ·~ ~~- -~~;· ~.~ '~~R-ECEIPT =; ;._ '--_,J :~ ~l .. CJ . FROM.: 9 ::~ :-~--. 4 ~ -- , . ..., .J ~· -...., ..__;• ~...::,.. ;, r--;:; :=::-; Mell~J.';Ja:t:ional -~ank and Tru~t Cm;:npanyt;;-restam.entaryi Trustee for Kristy Annette Briar TO Mellon National Bank and Trust Company, Executor of U. S. Treasury Bill datedMay 13, 1971 due November 11, r1971 Principal Gash Income Cash I the Estate of Mary Dickens Co.P.rson a/k/ a Mary D. Courson v / FILED / 19_ 7 $9,864.20 250.45 281.59 $10,396/24 Form RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS j RESIDENT DECEDENT COUNTY OF .. w. ~ fl.h ~.rl:8i;<?.rl: ............................................ .. IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the· Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted hy the Secretary of Revenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF .... .' .. ~.r.Y ... P.:1.<:::t.~.:t':l.::> ...... G.9Y.:re.9:t':l. (State full name of decedent) Late of Washington County of .......... :J:>E!!.l:J:l.~Y~Y.~.~.I:l: ........................................... } ss: . ...................... W~9h:i::.P.Kt..9Il. ...................................... . State of ..... Arlie w. Ott, Trust Officer, Mellon National Bank and Trust Company ...................................................... Executor of the estate of the above-named decedent being duly sworn, depose and say Decedent dJed October llth .... . uP9 ·{' testate leaving a last will, copy of which i• hereto attached. } (lJay) (Year) -i'ftt-e'St-Bte (Month) Name and address of attorney or} other authorized representative to . whom all correspondence should be mailed. ...... ME!llon ... Nat ional .... BanK .... an<:t ... 'J:':ry,::;t. .... C:9rrJ,PE1:tlY.. . ........................... . $. Main St· 8c Q:Perry AYE'O:tl1,1~1 WE1S.P~I1gi;or.t). Pa. . ........................... .. That as such Executor deponent is familiar with the affairs of said estate and the property con- ( Exer.u tor-Administrator) Rtituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX and Trust Company THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF Joint with Mary M. Briar RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Daughter That the contents of said safe deposit box or boxes are itemized under Schedules of this ---return, with the. exception of the following, for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fullv and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether t~·-dece~ent' s immediate p~ss~ssion, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any:,-down to the last interest day prior to decedent's death in the case of savings banks, and to the d~'ie'-:Q:r,''d~deg~nt'.s death in alf other cases; all bonds, postal savings, treasury certificates or notes lind: oiher evidince of in- debtedness of the~ United States to the decedent; all obligations, whether by ~tatl!~t~ or: agree~ent they are designated as tax free, of the United States, or any state, or political suQd.iV.!-sion thereof, or of any foreign country, which' a·re owned at the time of death; all wearing apparel, j;~el{y; sg~er~are, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, -b()ats, an·d any and all other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated market value thereof; all bonds and mortgal':es held by decedent and of all claims due and owing decedent a.t the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys payable to the estate from life insurance polici·es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. In the case of' securities of' close or f'amily corporations, the values reported are as f'ar as possible substantiated by f'inancial statements of' the corporations, showing the assets and liabilities thereof' as of' the date of' death. The schedule also sets f'orth 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, f'inancial statements showing the assets and liabilities of' said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting f'orth the nature of' the agreement) together with a statement setting forth the character of' the business, its location, and such other f'acts pertaining to the ousiness as may be pertinent to a f'air and just appraisal of' the decedent's interest therein must be submitted. It should also set' f'orth in itemized f'orm, together with the f'air market value thereof', any other property owned or bequeathed by the decedent at the time of' death. The Schedule C attached hereto and made part hereof' sets f'orth a true answer to each inquiry contained therein and in the case of' transf'ers of'property, real or personal, within two years of' decedent's death, in contemplation of' decedent's death, or intended to take eff'ect in possession or enjoyment at or af'ter death, said schedule sets f'orth the nature and value of' such property, to whom transf'erred, the relationship of' the transf'erees to the decedent, the proportionate share received by each transf'eree and all other f'acts of'-a pertinent nature regarding said transf'ers. In the case of' transf'ers intended to take ef'f'ect in possession or enjoyment at or af'ter death, there is also attached to the schedule a cony of' the deed, trust agreement or other instrument creating the trust. Ther•~ is also set f'orth in said schedule a list of' all property, real and personal, with its value, which passes at decedent's death by virtue of' the exercise by decedent, either individually, or jointly with another, or any power of' appoint- ment vested in decedent, either· individually o·r jointly, by the will, deed, or other instrument of' another, with a copy of' the instrument creating such power at~ached to t~e schedule. That Schedule D attached hereto and made part hereof' sets f'orth the names and addresses of' all persons benef'icially 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 benef'iciaries f'or lif'e under decedent's Will. It also contains a statement showing which of' the benef'iciaries named in the decedent's will, if' any, died prior to decedent, the dates of' their death, their issue, and the relationship of' such issue to the benef'iciary. That Schedule E attached hereto .and made a part hereof' sets f'orth 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 ef'f'e.cting 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 f'orth f'ully and in detail all debts and deductions claimed f'or and on behalf' of' this decedent's estate, including f'uneral expenses paid; f'amily exemption, where applicable; costs of' administration of' this estate; counsel f'ees and f'udiciary's commissions paid or to be paid; cost expended f'or burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of' the death of' the decedent; debts and claims owing anrl unpaid at time of' death; taxes accrued chargeable f'or 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 f'or obliga- tions, if' any. It is agreed that the f'iduciary will present proof' of' said claimed obligations upon re- quest, that if' the amount actually paid in settlement o~ any f'ee, 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 f'orward and properly registered in the Summary. Subscribed and sworn to before me this ................................ . ·-·-···-··-lf~·· ,·.: .. ::. day of, ..... ~····· -.197L ................................ :L/~.1!. ~ ...................... . DOLORES P .. MERFE,itll, Notary Public Was~ington, Wasmngton County, Pa.. My ComrTrission Expires ianoary 28, 1975 Me1lon Natkxlal Bank and Trust Company 13"-' ~i-;;:iid.4!tt;;;:]l'ruSF-amce·r . ........................ 9 .. ~ ..... ~::?:.P.: ... 9.~.: ...... ~ .... 9.P.~.E.EY. ... AY..~.~ .................. .. (Street Number) ..................... Y.~~-~-~~~~.9.?..? ..... ~~ .. ~ ....................................................... . (City or Town and State) NOTE: f'illed Before signing af'f'idavit make sure all blank spaces in the af'f'idavit and schedules annexed are in with details or the word "None", and in case the assets include rare and unlisted securities, securities of' close or f'amily corporations or an interest in any co-partnership or business, that the data and statements requirerl 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. RC'C-34 (1-6:4) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number, street and street number, together wl th a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm state number of a- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. All that certain lot of ground situate in the Borough of East Washington, Washington County, Pa. on which is erected a two story frame dwelling, frame outbuilding and frame garage known as 314 East Beau St. (So~d) D. B. Vol. 752, Page 17, Washington Co., Pa. ( 1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE ~v. 8,88o.oo Insert this total opposite "real property", Schedule "A" in the X X X X X 8,880.00 "As Reported" column on the last page of this return. (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) COMMONWEABTH OF PENNSYLVANIA TRANSFER 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 decedent, but payable at death to another or others, including but not limited to P.O.D. u. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate of 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 Cash, Securities, Etc. per copy of Inventory attached hereto $7,269.67 Less: Social Security Lump Sum Death Benefit Extra-testamentary property: 25. m.v. U. S. A. Series "E" Savings Bond dated 9/l/43 t thereof Reg: Mary M. Courson or Mary D. Courson 100. m.v. U. S. A. Series "E" Savings Bonds: 25. m.v. dated 7/l/43 25.m.v. dated 9/l/43 50. m.v. dated 10/l/43 Reg: Mary D. Courson, P. 0. D. 255.00 43.20 21.60 43.20 43.20 86.4o Mary Margaret Courson (Dtr.) The tax on property has daughter. the above extra-testamentary been paid direct by the decedent's Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. UNIT VALUE X X ESTIMATED MARKEl' VALUE DEPARTMENT VALUATION (Do not write in this space) 1 o J '-/· b 7 I Rc.c:.. 36 COMMtlNWEAL-TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C" TRANS FEllS (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) No (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) J\To (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer ------ (b) State of decedent's 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 enjoyment at or after his death? (Answer yes or no)~NuoL-__ __ (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) -~N~o~--- (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) __ N_o ___ _ (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others __________________________________________________ ~-------- (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) No (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no)_~N~o~--- (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others?. (Answer yes or no) _____ __ NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) ( h RCC-37. (12-63) ' ·; f I .._ CO!\IMONWE .. <\LTH OF PENNSYYLANIA TRANSFER iNHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Kristy A. Briar Dayton, Ohio I. * Amethyst Ring ( $5. 00) ; Beneficiary of residuary es is to receive outright dist Should Kristy A. Briar die estate is to be Paid to dec Contingent remainder to First Pre 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 Granddaughter Yes 9/26/58 * ate until age 3<D, at which time she ibution. efore reaching ge 30' the residuary dent's daughter MarY M. C . Rri FJ.-r. byterian Church of Washing ~on, Pa. 0 " h· - ' Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ,. •.'~ ,,. SUMMARY ( 1) (As Reported ) (2) (As Determined) Real Property ....... (Sch. "A") $ ......... 8,880 .oo $ . ?.;KKQ. (}~) Personal Property ................................................................. ( Sch. "B") $ ..... 7.,91.~· ?I ... $ .. 70t<-f (o? f Transfers ................................................................................ ( Sch. "C") $ ............ . $ $ ............ . $ ... . $ .................. . $ ... . Gross Taxable Estate .. $ .......... ~_5!_~9.~~ ?I .. . $ .. l~t'C(i(,J -,.- L- ~ z :"0 Ql .... r.:l :rn <1l ~ :rJ ..:l Q) Ql >< :CJ < r.:l Ql rl} (J) t:l § -...... < < $:1; +>. ~ c:.:: ~ ~ 0: till: ·a ~ -j-): .a =-~ 0 $:1: bQ ~· ' l =---til < til 0: $:1: .£1 2t ; <., {'I! :I: :I: r.:l ro: •r+ Ul ~~\ r 1 E-< r.:l E-< E-< f.-1: ,q; ro Ill Q'' i .. .1' ~" c ci ~ :X:: ~ < ::l ro: :;.:: ~I z 0 E-< o: ro: z E-< (J) o: ~: NAY~ 1 ~ p:-i ?r ~ r.:l ..... !-.. :J -------0 I 0 A c:.:: j ..c ~ :>.,; .:: 0 r.:l f.-!• ~ R''r ,..~-. E-< ~. ..... !lJ 'u .:.J '~ ! l i ' (".' 0 E-< 0 ~ '" '"~-";~\Jt't cf' r:: 0 1 c -,-· ., :s < ..... i::· 0 ...... '-' ,) I ::. ,, 0 ( ·,·,~ I L L s ....... 0 ~/ASH/N.~:TON GO .• PJ.\ • ~ ,..., Q) c -..... g ~ ~ .J u u R C C-81 (2-64) COMMONWEALTH OF PENNSYL.:VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEASE REFER TO 38-:U.-9 MELLON NATIONAL BANK ARLIE OTT-TRUST OFFICER (Executor~ In Re: Estate of __ MAR==Y=-=D-=I.::.:CKEN==S~C.::.:OU::..:RS=O:..::;N:....=a/t-.:.k~/~a:..._ __ _ ____ W::::A,:.::S:..:.HI=N=GTO=N:=---------County -File No. 63-69-1177 You are hereby notified that the ____ ~our~i~g~i~na~l ________________ _ appraisement in the estate of MARY DICKENS COUR$0N has been filed in the office of the Register of Wills qf WASillNGTON, County on July 30 , 19~. Said appraisement reflects the following valuations: Rea 1 Estate _______ .Ji81.f,...li8u;;801loL.o·.l.o~oL-_____ _ Personal Property_~7~1~0~14~-~6~7--------- Transfers ________________ ~---------- Total ----------~1~5~,~8~9=4~·~67~-------- As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the rate of six (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __ ~J~~~y-'J.::.;QL,~l~97~1~-----Signed~~,#~. Title MADGE FINNEY, APPRAISER I DATE OF DEATH: October 11, 1969 Note: This is not a bill. I f~ I RCC-39 (5-68) -. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of COURSON (Last Name) MARY (First Name) D. a/k/a (Initial) DATE OF DEATH 10-ll-69 FILE NO. 63-69-1J77 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 the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: __ _.J._.l.._.ll'""'y.__J..,O<t1___.l-.J'J74-Ll ___ _ ~-:r . n INHERITANCE TAX~ ~r. REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated: ______________________ __ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities................... $ _________ +----- ESTATE TAX ASSESSMENTS $ _____ ...1.__ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% Tax on $ ---------------+-----~ $ ___________ -4---- $ __________ -+--- Tax on$ 5% $-------------4---- nx~$ 1~ $ ____________ -4--- Tax on$ 15% $ ________ ~_ 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 BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from ------to ------ $======1== $----------+--- $====::::::::== AMOUNT OF ESTATE TAX ASSESSED $------+-- Estate tax paid $ _____ __. __ BALANCE DUE Add interest at rate of 6% from $ _____ ----~. __ _ --------~10-----$----------4---- TOTAL TAX BALANCE $---------4--- PAID $ --------L--- FOR USE OF REGISTER ONLY ADJUSTMENTS ·t. 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. q)qn Will Administration ~ No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY DICKENS COURSON Deceased Late of . WASHIIDTON · County of WA,Sl:IING'rON . Commonwealth of Pennsylvania REPORT AND APPRAISAL t I' . " ~,. j _.......... Fonn RCC-2 "' COMMONWEALTH OF .PENNSYLVANIA . ' -DATE ............ July .... J.0,. .... 1.9ll ................ . ~EPARTMENT OF REVENUE BUREAU ·oF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 RESIDENT INHERITANCE TAX COUNTY ........ ~.~I:I,~~!.Q~ ......................... . APPRAISEMENT FILE NO ........ 6J.~.6~ll77,:~ ...................... .. Whereas, ...................................... MARY. ... Dl.CKENS .... COU.RS.ON ... a/k/.a .................... late of ................ WA9..ID..NG.'r.QN. ........................................................ . in the County of' .................................. WAS.HINGT.ON ................................................................... Commonwealth of Pennsylvania, having died on the ............................ lith ..................................................... day of .................. O.ctober. ................................... 19 .. 6.9 ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ....................................... MADELINE ... F.IN.NEY .......................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes $ RELATY: SEE COPY OF S.CHEDULE ••A" ATTACHED TO APPRAISEMENT 8,880 00 PERSONAL: SEE COPY OF SCHEDUlE UBIII ATTACHED TO APPRAISEMENT 7.01.4 67 totl 15. 89L. 67 ' > ; fonn~;·!:;~h b~~ ::~~~swC>l"llaC<!(}~(f~=· ~:; 0~··~~~ ce~~~ ~~abo~~ ~p~raise"'~ "'~de 1~ Z/~ ' ~.A8 l1 · ................................................................ ALl ......... ~ .. -~. App iser · ................................................................................................ ....... ····················· . ................................. (Number and Stroet) ' ................................................ 0..~ ................. , Penna. (Post Offi H •• • ••• ' WA~J:iD.JGTON >OHHHH>>HH c ou·nty ~·· ~~ I- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .~X. .. P~ .... .O.O.~NHH••••••••H•>H••••HH•····H··H•HH•H•H• Deceased. Late of WASHINGTON Date of Death, HHHHHHHHHl.<bll~6.9. HHHHH.HHH ................. . AppraisemeHt Docket Vol., ............... ..3..$. .............................. . Page, ....... l.4~9 .......................... No. ...9J..~(>~J.J...'l7l. ...... .. Filed in Register's Office, .... J:ul.y. .. .30 ............ 19 ... 71. Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, .................................... .. Appeal jt'om Appraisement, Entered and charged, ~ ; - Fonn RCC-2 .. ~ . November 10 1969 ... COMMONWEALTH OF PENNSYLVANIA DATE ...................................................................... J .............................. . ·D~PARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON BUREAU OF COUNTY COLLECTIONS COUNTY ................................................................................................... HARRISBURG, PENNA. 17 12 7 APPRAISEMENT FILE NO. .. .... ?..~.: .. ?. .. ~.:.~ .. !.?. .. ?. ......................................... Whereas, MARY DICKENS COURSON WASHINGTON ...................................................................................................................................................... late of ............................................................................................................... in the County of WASHINGTON . . . ......................................................................................................................................... Commonwealth of Pennsylvania, havmg died on the ................................... +..~.:t:.h ............................................ day of ..................... .9..~.:t: .. ~.~.~E ............................ 19 ... 2.~ ... seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, w. 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 fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful cpllateral rate on any such future interest. Unit Appraisement Description of A not Values Made for Inheritance Tax Purpooos $ JT. HELD PERS. : Jt. held u. s. Series "E" Bonds in Safe Deposit I Box in the names of MARY DICKENS COURSON or MARY MARGARE" I COURSON (BRIAR). 4-$25.00 pur. 7-42, 9-43, I & 10-43 POD 1 onds and 1$25.00 pur. 9-43. Total Value of POD Bonds, $172.0( and value of 1-$25.00, $21.60 (One-half taKable) Total Taxab e amount $194.40 194 40 ' I I I I Having been duly swo.rn ac'frding to law, I do hereby certify that the above appraisement is made in con- formity with law on this ........................ .9.~ . .11 ......................... day of ................................... NQ.Y.~l!!l>Y~······· 19 .... .6.9. ............................................ ~ ........................................................................................... Appraiser ......................................................................................................... ......................................................... WASHING~'FJ'cr and Stmt) Penna . .......................................................................................................... .............................. , (Post Ofllee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .... MARY .... :O.IC.KE.N.S .... C.QlJ.R.S.ON. Deceased. Late of WASHINGTON Date of Death, .............. QG..t..9.9..~.r. .ll.., ... .l.QJ)9 .. Appraisemellt Docket Vol., 38 Page, .... 14.~.9. ..................... No ...... §J .. -:::§9~ .. 117..7. Filed in Register's Office, .. N9.Y. .. ~ ...... .l.:.9 ...... 19 ...... §9 Amount of tax due $ J ..••••..••..•••••••••••••..•••.••••.••••.•••••••••••.••••••••••••••.• DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, '~ ' ;; -~ I '~' "C~>~ No. 63-69-1177 DEDUCTIONS ALLOWED :· . . . \1 THE SUM OF ............ $ ~,~~-.t~Jr f • --e OFFICE OF TME REGISTER OF WILLS OF WASHINGTON COUNTY AND AGENT OF TME COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS ""'f~i1~~!_! Register of Wills, Agent \d::l.(fl'1L) (/ ...... ~ ESTATE OF Mary Dickens Courson LATE oF ____ W~a~s~h~i_n~g~to~n~,_P~e~n=n~s~y~l~v~a~n~i~a ________ __ .. -I DATE OF FILING APPRAISEMENT _J_u_l....t.y __ 3_Q_:, __ l....;.9_7_l _____ DAT!i OF DEATH _O~c..:t..;:.O.::;.b..:e.::;.r__:::l..:;l~,__:::l~9..::6...::9 _________ __ DATE 19p9 Oct. 29 29 31 Nov. 13 Dec. 16 ~ 7U Jan. 31 May 5 l 71 Apr. 22 NO. OF VOUCHEJit NAME OF PAYEE REMARKS Washington County Reports: Ad ertising grant of letters Observer-Reporter: Advertisin grant of letters J. C. McCleerv: Appraisal rea estate, 314 East Beau Washirot:dn Commonwealth of Pennsylvania, Bureau of Vital Statistics: Six Death Certificates Martln K. Hallam, Auctloneer: l'l'otal expenses of auction of household goods Richard H. Piatt: Appraisal fee re coins Observer-Reporter: Advertisin for sale of real estate Expenses of real estate situate 314 East Beau Street, BorouQ"h of East Washington, Pa., as fol ows: 12/5/69 2125170 511170 511170 8/4170 'd/U//0 8~2~/70 q,4/70 l/6/71 McVehil Plumbing, Hl ating & bupply Go; Winterizing real e stat~ $ 43.75 lYle v enll .t"' .Lumtnng, nl at1ng & .:>upp.ty '-'O: Payment for turning ol:-f gas and water at curb and winterizing 1: ouse to inclu<:.e labor and materials Columbia qas 1of Penn~ylvania, Inc.: Service 10tl3 69 thru Z/11/70. $112 61 24 37 Less: Refund 4/30/7( of overpayment 16.2296.39 The Citizens Wa7ter, Cc mpany of Washington, Pa: Service 12 25t69 thru final bill Washington1-Ea7st Wasl ington Joint Authority: Service 12t25 69 thru final bill 21 2Q 7. l 47. C. W .Phillips & Sons: Pay. for repairing roof 31.07 Taxe~ !or year l';lfU, ItS !ol!ows: 7/15!70 Washington Cmnty $ 62.41 8113/70 Boro of E. W ,.shington 66.15 ~~ ~~ .... , School 175 27 ~j Xj J Ed Chester: Cutting VI eeds and grass 12-~0.2 Torn F Miller: Remclval of 3 trees _lL., 111 ~nderson an9.~J:;1 _ oJ.loc~: _.r 1 ;ire insuranc~ p:~;emium for period 1 I 3 70 to 1 3 72 :p 44. 00 Less: Refund 619171 12.00 32.00 AMOUNT 14 14 11:) 6 614 22 16 00 00 00 00 11 50 32 3126171 4/22171 West Penn Power: Service 10116169 to 3126171 R. A. Paynter, Inc: 11 u,blic liability i,._nsulance 21.96 - n,.Pminm 'th,.oncrh 12 _F7 /71 ::b 1n 00 S't 7 1.--Y Less: Refund 6 I 11 I 71 10. 00 26. oo I( 823 ' o8)' COMMONWEALTH OF PENNSYLVANIA t couNTY OF Washington 88' 1 Arlie W. Ott, Trust Officer, ellon National Bank and Trust Company • -HEREBY CERTIFY, THAT. TO THE BEaT OF lilY KNOWL!:DG,E AND !iELIEF, THE FOREGOING IS ,!<,JUST ~Q l;RU E STt'lEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' lV.Lary Ulckens vourson ACMINISTRATI~N SU:13MITT~J;J TO THE EST-'\TE OF DECEASED. AS DEDUCTION$ FOR INHERIT AN:~!: TAX PUR?OSES. '. ~ • ~ M-'- • . / L.JL 0/_____1./t:f_ ( L, ~. ) SWOR AND SUBSCR_11(ED ~!I'"ORE ME THIS /4 DAY 01'" ~USt Officer ...n/_.. _/..__,._ ) 'L? Ill .lL_ ~ '0f~ . "' ' ,r-")-y,~ . .~ ./ !7-L Notary Public DOLORES P. MEREDITH, Notary Publie Washington, Washinr .on County,_ Pa. My Corn-:.ission Expires January 28, 1975 I ------------------------------------------------------------------------------------------------ 1 1971 May 14 June 24 24 Oct. 29 Nov. 13 Dec. 30 1970 Oct. 28 1969 Oct. 29 29 29 29 29 Dec. 5 17 1970 Feb. 13 Register of Wills, Washington County, Pa.: 10129169 Probate of Will and Six Short certificates 5 I '1:41 71 Filing Inventory George K. Hanna, Esquire: Professional services Mellon National Bank and Trust Company: Executor's compensation Dr. Tye Brogan and Associates: Services rendered 1 o I 7 I 6 9 and 1 o I 1 o I 6 9 Brandt Medical Associates, Incorporated: Professional services Piatt Funeral Home: $15.50 }5. 00 $1,600.80 ... 30.50 795.00 810.00 10.00 48.00 12116169 Funeral expenses 12130 I 69 One death certificate ___ 1_:._o_o 1, 6 o 1. 8 o S. White's Sons: Inscription on grave marker The Citizens Water Company of Washington, Pa.: Services 6 I 2 5 I 6 9 to 12 I 2 5 I 6 9 Sears, Roebuck and Company: Merchandise Columbia Gas of Pennsylvania, Incorporated: Service through 10113169 West Penn Power Company: Service to 10116169 Country Bell Dairy: Dairy products per October bill Bell Telephone Company of Pennsylvania: Service, final bill William C. Porter: Claim against Washington-East Washington Joint Authority, negotiation and settlement of claim Washington-East Washington Joint Authority: Service to 12124169 Expenses re sale of 314 East Beau Street, Borough of East Washington, Washington County, Pa. East Washington Borough Realty Transfer taxes Seller's pro-rata share of 1971 real estate taxes $177.60 crr:Jb -2- 19.36 10.80 67.34 15.78 2.99 17.61 17.75 75.00 7.94 ... -·· ,. --· . . ' I>' ~' ' --------·--·---.......------,--------------~-~-,-~-.--~-~----.-------.~--<~-~~.,...----.------~~~ ~~~~~~~~~~~~~~~~~~~J Rc<;-4 (a-6sl, COMMONWEALTH OF PENNSYLVANIA . ·• . DEPARTMENT OF REVENUE . ·.·· ... No.A085314'0FFIC1Al RECEIPT • PENNSYLVANiA INHERITANCE AND ESTATE;JAx 2% Tax on $ ________ _ $ On Acct. 6% Tax on $. _________ ""----------1!11 500.00 63-69-1177 File No. Dote of Deoth ______ -1 January 1, 1910 Dote of Payment -----------------1 MARY D. COURSON Name of Decedent ------------------1 WASHINGTON· County __________________ ~ Remarks:- .I lJ rn ~ ~ [L ~ @.ffi[J rn " S_ E A' L ; 15% Tax on $. ________ _ %Tax on $ ________ _ Estate T ox, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dote of death Plus interest at the rote of __ %from _______ _ to ___________ _ TOTAL AMOUNT PAID -------, . $ $ $ soo.oo $ 25.00 $ 4?5.00 /'I 1''7J~"' \ '-../ I,; ----~< -vc.tJ..<.)( )''----' ' -,{(j:_.rJ./1...-0 Received by ---,-_.;..e-4+----_··-------,=---~-.::....,.----,-------- NOTE: This Triplicate Receipt to b~ retained lor audi; pJ.Snl~-9 NOTE: In accepting the transfer inheritance tax on future estates, prior to the death of the life( ~ ~(Signature} uJ.: , 1 ,/ tenant or tenant for years, as evid'enced by this receipt, it is understood that the Commonwealth shall\ ·\ 5 £A ~ · . 1\ } ( '-/ ( /._II/ .• J not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the '~" . ~ )\ J '-" • j ~----'~'i....../ life tenant or tenant for years whenever it appears that such additional tax may be legally due and • } (TitJ'E!) collectible far reason whatsoever. "' RCC·4 (8·68) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NO. a 11806 OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND ESTATE TAX RECEIVED and 91/100'"""" ____________ ,__ ...... _ dollars MELLON NATXONAL BANK_ ... EXCRS, representing Pennsylvania Inheritance or Estate Tax due from the following estate: From=-------------------------------------,-----------------------------------------------!!1 40 SOUTH ~fAIN STREET 2% Tax on $ $ WASHINGTON, PENNSYLVANIA 15 6% Tax on $ 10,8'73.32 652.39 63-69..:117'7 10-ll-69 File No. Date of Death __________ ----j 15% Tax on $ $ November 10 • 1971 Date of Payment ------------------------------1 %Tax on $ $ ~mRY DICKEN COURSEN Estate Tax, Act of Name of Decedent -----------------------------1 May 7, 1927 $ WASHINGTON 652.39 County -------------------------------------1 Prev. Fa-=-. -~SGAEO~.-AOOa-· -- Less five percentum of tax if Bal. Due i52. 39" paid within three months after TOTAL TAX CREDIT ---; d}. / S E A L NOTE: This Triplicate Receipt to be retained lor audit ~4-9 • date of death ~us interest '1.!..~1~'7:f! ___ % froi;Jt.,--.,.....,.,------------ to uate TOTAL AMOUNT PAID Received NOTE: In accepting the transfer inheritance. tax an future estates, prior to the death of th tenant or tenant for years, as evidenced by this receipt, it is understood that the Commonwealth not be precluded or prevented from hereafter assessing additional inheritance tax at the death life tenant or tenant for years whenever it appears that such additional tax may be legally due o collectible foro reason whatsoever. • f • , _____ ._.__.. __ . ___ ,__,~-----·-·---------------·--·------ $ ______________ __ 159.91 $·=======