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HomeMy WebLinkAboutOC1969-1198 - ESTATE OF BENNINGTON-< .. .- C!!nmmnuwealt4 nf Jruusyluauia.} lllllas4iugtnu <!Inuuty. ss. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 29th day of September A. D. 1967 , before me, Josephine M. Douglas , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in t:he Commonwealth of Pennsylvania, the last Will and Testament of Victoria P. Bennington late of :l' West Bethlehem ownahip in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and William Henderson Bennington the Executor m said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Josephine M. Douglas , Register as aforesaid·, do grant these LETTERS TESTAMENTARY, unto the said William Henderson ~ennington committing unto him the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring him to exhibit a true and perfect inventory thereof into the Register's Offi,ce, at W a<shington, within ninety days from the date hereof, and to render a just and true account of said administration at the expiration of six months from the date hereof, and to regard -and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this 29th day of September m the year of our Lord one thousand nine hundred and Sixty-Seven. ·. ~ . I ! i ! ! ! '! = i ~ I i $.t i fZ 0 -8 ! = (!) I c.. ::z; i i I 5 II. H ! ' i§ ! fZ 0 I ..... Ill r:Ef I '::t 1-c.. < CQ I la 1-(/) • I Ill ~lot '::t c:a: $.t ~ H i ..... 0::: ..... 0 I c.. 8 ~ 0 j H ; > ' ' ! l ~· i, ., . • ·.'' f ~ .: --~ ~- ~ ..... '-~ I i l ' I ! i I . I ' I ',.v• ' -; ' ·~"· . -~ I . ' • .. i, ' '-~ I i! ------.--·-----··-·-·-----·· ·------------------·---------------- I 1 VICTORIA P. BENNINGTON, of West Bethlehem Township, Washington County, Pennsylvania, being of sound and disposing mind~ memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making ,, void all other wills, codic'ils or testamentary writings by me at any time heretofore made. FIRST: I direct that all my just debts and funeral ex-, penses be paid and discharged as soon'as'conveniently may be done after my decease. SECOND: I give and bequeath the sum of Five Hundred ( $500) ·Dollars to the Horn Luthern Cemetery Association~ Inc. THIRD: I give, devise and bequeath all the rest, resi- due and remainder of my estate, real, personal and mixed, of whatso- ever kind and nature and wheresoever situate, of which I may die seized or to which I may in any way be entitled to my son, William· Henderson Bennington for and during the term of his natural life with the power to convert, invest and reinvest the same in whatever securities he sees fit without asking leave of court and upon the death of the said William Henderson Bennington, I give, devise and bequeath the aforesaid rest, residue and remainder of my estate in equal shares to Dora Piper Dunn, James Piper, Reed Piper, Valerie Piper and Relda Piper, living a_t the date of the death of William Henderson Bennington, the life tenant, absolutely and forever. /"'\ t:: LASTLY, I nominate, constitute and appoint William Hen- /derson Bennington Executor of this my Last Will and Testament and hereby direct that he shall so act without being required to post bond. IN WITNESS WHEREOF, I, VICTORIA P. BENNINGTON, the Testa- trix, have hereunto_~-my hand and seal_ to th7is ... my_ Last Will and Testament this ;~.;?!f: day .of A<tJ<~n4-~-\. , 1957. '· 1 ., . ill> i I r I 1 i r I . I :l I i I ~~,,.,.,--..,---~~---.------------------------------- -•. The foregoing instrument bearing the genuine signature of the Testatrix, was duly signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament the presence of us, who at· her request and in her presence, and in the. presence of each other have hereunto subscribed our names as w1tnesses thereto. ~~TC~p~ Zta-t<.-"_) '-~j"""' / I ~ . 1 .n1 . .... -~ ...... f l I I I ' , . . ) " ' . .. ... IN THE ORPHANS' COURT OF WASH- INGTON ~%;2~' PENNSY VANIA. No. of ,~. IN RE: Estate of VICTORIA B. BENNINGTON, deceased. PETITION F LIFE TENANT AND REMAINDER- AN FOR TERMINATION OF LIFE IESTATE AND DISTRIBUTION PRE- SENTLY OF ASSETS . STUART E. MURPHY ATTORNEY AT LAW .ASHJNGTON, PENNSYLVANIA WASHINGTON TRUST BUILDING ~ ;;;< ;'(3 STUART E. MURPHY ATTORNEY AT L.AW WASHINGTON, PA. ,, IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA. IN RE: Estate of VICTORIA P. BENNINGTON, deceased. ) . . ) : ) /I '( t No.~{o of o. c. P.E T 'IT I 0 N ·oF LIFE TENANT AND REMAINDERMAN FOR TERMINATION OF LIFE ESTATE AND DISTRIBUTION PRESENTLY OF ASSETS To the Honorable, the ~udge of said Court: The Petition of William Henderson Bennington respect-. fully represents: 1. Victoria P. Bennington, mother of your Petitioner, died on July 28, 1967, testate, said Will being of record in the Office of the Register of Wills in and for Washington County, Pennsylvania, in Will Book 104 , Page 436 A copy the:rr~o being attached hereto, made a part hereof and marked Exhibit "A". 2. That Letters Testamentary were granted to your Petitioner in the Estate of Victoria P. Bennington, deceased, by the Register of Wills of Washington County, Pennsylvania, dated Septemb'er 29, 1967. 3. That in and by Paragraph "Third" of said Last Will and Testament, Victoria P. Bennington, deceased, devised and be- queathed the residue of her Estate to William Henderson Benningto , your Petitioner, for and during the term of his natural life with power to convert, invest and reinvest the same, with remainder, in equal shares, to Dora Piper Dunn, now Clay, James Piper, Reed Piper, Valerie Piper and Relda Piper, living at the date of Wil- liam Henderson Bennington, life tenant. 4. That all of the aforesaid remaindermen are sui juri except Valerie Piper, who is presently nineteen years of age, ' ( having been born on November 25, 1948, and Relda Piper, who is presently fifteen years of age, having been born on June 23, 1953. 5. That your Petitioner, William Henderson Bennington on the date of the death of the Testatrix was forty-one years of age, and is presently forty-two years of age, having been born on October 5, 1925. 6. That the gross Estate of Victoria P. Benn~ngton consisted of cash and certain securities, the total appraised value thereof being in the sum of $55,983.88, a copy of the said Inventory and Appraisement, as filed of record in the Office of the Register of Wills in and for Washington County, Pennsylvania, being attached hereto, and made a part hereof, and marked Exhibit "B". 7. That the life tenant and those of the remaindermen who are sui juris, the minors themselves and their mother, have agreed to presently convert the Estate of Victoria P. Bennington, as set forth in the Inventory and Appraisement, into cash. 8. The said life tenant and the remaindermen have further agreed to divide the net Estate of Victoria P. Bennington, as follows: {a) 60.869% thereof to the life tenant. {b) 39.131% thereof, in equal shares, to the remaindermen. 9. That the life expectancy of the life tenant, William Henderson Bennington, as of the date of the death of Victoria P. Bennington, according to the Mortality Table, is twenty-seven years. 10. That the percentages of the net Estate allocated to the life tenant and the remaindermen is in accordance with the Mortality Rate Table of the Pennsylvania Department of Revenue. 'j. . , 11. That the life tenant and the remaindermen have agreed that each shall pay or have deducted from their distributiv share the Pennsylvania Inheritance Tax and any Federal Estates Tax due and owing on their respective distributive share. 12. That in view of the fact that each remainderman, in order to benefit financially, must survive the life tenant, who has a life expectancy of at least twenty-three years, it is to the interest and advantage of the remaindermen to distribute the Estat presently. WHEREFORE, your Petitioner prays your Honorable Court to make a decree authorizing and directing William Henderson Bennington, Executor of the Estate of Victoria P. Bennington, de- ceased, to convert the assets in the said Estate, into cash, and distribute the net cash as follows: 60.869% thereof to the life tenant. 39.131% thereof, in equal shares, to the remaindermen. And he wi 11 ever pray ........................ . . ' A F F I D A V I T COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON : ss, ) Before me, the undersigned authority, personally ap- peared WILLIAM HENDERSON BENNINGTON, the Petitioner in the fore- going Petition, who, being duly sworn according to law, deposes and says that the facts set forth in said Petition are true and correct to the best of his knowledge and belief. SWORN to and subscribed before me this 26th day of June ' 1968. ----- W~shington, My Commission Expires=--~----~-1_972. --------------------------------, I, VICTORIA P. BENNINGTON, of West Bethlehem Township, Washington County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making . void all other wills, codic"ils or testamentary writings by me at any time heretofore made. FIRST: I direct .that all my just debts and funeral ex- penses be paid and discharged as soon as conveniently may be done after my decease. SECOND: I give and bequeath the sum of Five Hundred ($500) Dollars to the Horn Luthern Cemetery Association, Inc. THIRD: I give, devise and bequeath all the rest, resi- 't.' I due and remainder of my estate, real, personal and mixed, of whatso-~ ever kind and nature and wheresoever situate, of which I may die seized or to which I may in any way be entitled to my son, William · :Ienderson Bennington for and during the term of his natural life with the power to convert, invest and reinvest the same in whatever 3ecurities he sees fit without ·asking leave of court and upon the ~e2th of the said William Hend~rson Bennington, I give, devise and Je~ueath the aforesaid rest, residue and remainder of my estate in ·-·~ual shares to Dora Piper Dunn, James Piper, Reed Piper, Valerie ~-'iper and Relda Piper, living at the date of the death of William ~enderson Bennington, the life tenant, absolutely and forever. LASTLY, I nomir.ate, constitute and appoint William Hen- ~erson Bennington Execu~or of this my Last Will and Testament and ~ereby direct that he shall so act without being required to post . or.d. IN WITNESS WHEREOF, I, VICTORIA P. BENNINGTON, the Testa ,:··:J Y., have hereunto set my hand and seal to this. my Last Will and 7L-·-· / ::~;;ament this /.?~ day .of ft<l-t·~;_,l--(f.e.·~ , 1957. ,I. ~r .. I I ·t '- " 'l '"" ...... .. The foregoing instrument bearing the genuine si~nature of the Testatrix, was duly signed, sealed, published and declared by the above-named Testatrix as and for her Last Will and Testament the presence of us, who at her request and in her presence, and in the. presence of each other have hereunto subscribed our names as witnesses thereto. ~~a;-/C~,ey~- 'Zta-t ~_.,.J \ t:;;. "?J' ~, , I ....... 1 \, :• li t i' 1: I' I I \I j I I .\ 1 r .. ----· ----· ---··---·~·=-··· ------------------~,_~ COPY OF INVENl"ORY aotar1 public William Beodorsoo Beao1n;too U:tXl'~XXX VICOORJA , • BENNl!iGTON VIC'rORIA P. BmmiNGl'ON 67 . , liotart Public 1iash1ngtoa, Washington Co., Pa, Hi· Col:ilm. · Exp. : 4/1/68 . V Jnnrutppt__attb ~urais.tmtttt of the goods and claLttelf ... t;khJs . and ;edits _'V!_hjc_h were .tCTOR<inR "P .-tl~.W'Ili\ii'O~ West BGa.&.GIUiJi -,·owosuJ.p of-... -. -.......... -.......... -.......................................................................................... late of ........................... ; ...................... -"" ............................................. __ , ...................... . W aahingtcm County, Pa.. lilkm and mode in conformity with the abO'De affidavit. Noco·· TOTAL IUtt\LTY: . PERSONALTY: Melloa Hat'l. tank ~ Trust Co. of Washingtoc-cb"eking AccOUDt -opened 11/6/53 with William T. Beoratnctoo aa JoiD~ TeDUt who cUod November lS, 1954~ ·· 1'1nt P. s. & L. of v:avraosbur,;--savinp Aecout~t .· Finn Batiooal D.-.ok of waynosburs-Saviap Accowa't 29 Sba. 7 Shs. 14 Sha. 100 " 158" 300 .. 100 .. Peoua. PWr. tu Liibt eo: CQQmOD · 4.40% Pfd, Penna, Pwr. ~ Lig!lt Co •. Belville ~"oe Corporation Pfd. Kop11~rs Company, Inc, .· COill\n~n · . Hesta Machine Companr C~on. i·@ Sl 5/8 0 83 1/4 . '.o 7~h00 0:43.00 a as.oo -G 62.00 ·G 18.00 DOLLARS CENTS None $ 2,298 14,693 1,525 03 10 01 917 13 .572 55 1,064 00 4,300. 00 6,004 .. 00 13,600 00 1.soo oo :: . ·~ ...... so " MalVillo Shoo Corpor~tioD Conunoa ·. Uoi ted Eusiav~&r1ns :t. Founcb'J Co, ca. ThO Great Westen SUpr Co. Common · 0 53 6/8 . 4,210 . . 00 • -a • I sq . I TOTAL PDSOMALTY: 88 TarAL UAllrY&·· NOQG TOTAL ESI'ATBs 88 EXHIBIT "B" ----------------------- IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: Estate of ) . VICTORIA P. BENNINGTON, ) No. of , 1968,0,C deceased. ) J 0 I N D E R I, ------~M~r~s~·~J~a=m~e~s=-P~i~p~e~r _________ , the undersigned, being one of the heirs of Victoria P. Bennington, deceased, here- by certify that I have carefully read the attached Petition of William Henderson Bennington, Executor of the Estate of Victoria P. Bennington, deceased, acknowledge to have received a copy of the same, and join in the prayer thereof, IN WITNESS WHEREOF, I have hereunto set my band and seal this~ 0 day of ~~~~~. ~------' 1968. IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: Estate of ) . . VICTORIA P. BENNINGTON, ) No. deceased. . . ) J 0 I N D E R of , 1968,0.C I ' Valerie Piper th d · d -------------------------------' e un ers1gne , being one of the heirs of Victoria P. Bennington, deceased, here- by certify that I have carefully read the attached Petition of William Henderson Bennington, Executor of the Estate of Victoria P. Bennington, deceased, acknowledge to have received a copy of the same, and join in the prayer thereof, IN WITNESS WHEREOF, I have hereunto set my hand and seal this ;:?( day of g?a? e) ' 1968. IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: Estate of ) . . VICTORIA P. BENNINGTON, ) No. . deceased., ) J 0 I N D E R Relda Piper I' ------------------------------ of , 1968,0.C , the undersigned, being one of the heirs of Victoria P. Bennington, deceased, here- by certify that I have carefully read the attached Petition of William Henderson Bennington, Executor of the Estate of Victoria P. Bennington, deceased, acknowledge to have received a copy of the same, and join in the prayer thereof, this IN WITNESS WHEREOF, day of ~dt..R..< C7 I have hereunto set my hand and se~l ' 1968. Relda Piper IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: Estate of ) . . VICTORIA P. BENNINGTON, ) No. . deceased. ) J 0 I N D E R I, Dora Piper Ounn, now Clay of , 1968,0.C , the undersigned, being one of the heirs of Victoria P. Bennington, deceased, here- I by certify that I have carefully read the attached Petition of William Henderson Bennington, Executor of the Estate of Victoria P. Bennington, deceased, acknowledge to have received a copy of the same, and join in the prayer thereof, this WHERE~F, I have hereunto set my hand and seal IN WITNESS ).ftb day of --r..,..;:· ~~--' 1968. -------------~ IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: Estate of ) . . VICTORIA P. BENNINGTON, ) No. deceased. ) J 0 I N D E R of , 1968,0.C I, James Piper , the undersigned, --------------~---------------- being one of the heirs of Victoria P. Bennington, deceased, here- by certify that I have carefully read the attached Petition of William Henderson Bennington, Executor of the Estate of Victoria P. Bennington, deceased, acknowledge to have received a copy of the same, and join in the prayer thereof, IN WITNESS WHEREOF, I have hereunto set my hand and seal this :;tq day of --~--,~· ~=--' 1968. ---r IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: Estate of ) . . VICTORIA P. BENNINGTON, ) No. of , 1968,0.C . . deceased. ) J 0 I N D E R I, Reed Piper --------------------------------, the undersigned, being one of the heirs of Victoria P. Bennington, deceased, here- by certify that I have carefully read the attached Petition of William Henderson Bennington, Executor of the Estate of Victoria P. Bennington, deceased, acknowledge to have received a copy of the same, and join in the prayer thereof, IN WITNESS WHEREOF, I have hereunto set my hand and seal this jg6 day of re/ ' 1968. IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA. IN RE: Estate of ) ) VICTORIA P. BENNINGTON, ) ) No. deceased. ) D E C R E E A N D of , 1968,0 .. 0 R D E R AND NOW, this day of , 1968, the ------------------- within Petition being presented to Court and after due consider- ation thereof, the prayer thereof is hereby granted, and it is hereby ordered and decreed that William Henderson Bennington, Executor of the Estate of Victoria P. Bennington, deceased, be and is hereby authorized and directed to convert the assets in the Estate of Victoria P. Bennington, deceased, into cash, and dist~ibute the net cash as follows: 60.869% thereof to William H. Bennington, in lieu of the bequest to him under the terms of the Will of Victoria P. Bennington, and 39.131% thereof, in equal shares, to DORA PIPER DUNN, now CLAY, JAMES PIPER, REED PIPER, VALERIE PIPER and RELDA PIPER, in lieu of the bequest to each of them under the terms of the Will of Victoria P. Bennington, deceased. ' ' + ~· '' Thf THE ORPHANS' COURT OF WASHThfGTON COUNTY'· PENNSYLV ~NIA , . ThfRE: Estate of 1 l 7 (b VICTORIA P. BENNlliGTON, ( ) ( ) ( ) ( No . c3-;1_§ of 1 9fff' Deceased. ORDER APPOlliTThfG GUARDIAN AND TRUSTEE AD LITEM AND NOW, August 2, 196·8, the Court appoints John P. Liekar, Esquire, Guardian and Trustee Ad Litem tn l"epresent the interests of Valerie Piper and Relda Piper, both minors, and the interests of any unborn or unascertained persons in the above entitled estate, and in the matter of the petition of the life tenant and remainderman for termination of the life estate and distribution presently of the assets thereof. . '-/ \ P. J.f IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: Estate of ) 1 ( 1 3 . . ' VICTORIA P. BENNINGTON, ) No . -326---of 1969. . . Deceased. ) ORDER AND DECREE u..- AND NOW, this ~day of -t~~~~~-' 1969, upon consideration of the Petition of life tenant under the terms of the Will of Victoria P. Bennington Deceased, praying for a decree authorizing the Executor of the Estate of said Decedent to convert the assets of the said Estate into cash, and to distribute the said cash unto the said life tenant and the remaindermen named in said will; and whereas, the Court by its Order dated August 2, 1968, did appoint John P. Liekar, Esq., as Guardian and Trustee Ad Litem to represent the interests of Valerie Piper and Relda Piper, minor remaindermen, and the said Guardian having represented to the Court that after due investigation he is of the opinion that the interests of said minors would not be adversely effected by sach distribution at this time and that it would be to the best interest of said mino to receive their distributive share at this time; and it further appearing that all the other remaindermen in the aforesaid Estate are sui juris and have joined in the prayer of the Petition of William Henderson Bennington, life tenant, referred to above; Now, therefore, the prayer of the Petitioner is hereby granted, and it is ORDERED and DECREED that William Henderson Bennington, Executor of the Estate of Victoria P. Bennington, De- ceased, be and is hereby authorized and directed to convert the ass0ts of the Estate of Victoria P. Bennington, Deceased, as set forth in the inventory filed, into cash, and to distribute said cash receipts, less expenses, and exclusive of any accrued income as follows: 50% thereof to William H. Bennington; and 50% thereof to Dora Piper Dunn, now Dora Piper Clay; / !'!.!'" A STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ SS: The within named Accountant being duly sworn according to law, depose and say that the above account as stated is true and correct as ............... ~~---···················verily believe. Sworn and subscribed before me this .......... J7:t.~ .. Wa1shington Couniy, ss: I do certify that I have given legal notice ·to all persons concerned of the filing of the within account in the manner prescribed by Sta'tU'te and Rule of Court, as evidenced by proofs thereof filed to No .. ,3:::.b.£~J~ ........... . Witness my hand and official ·seal this ... c:JtJ~------------ day aL --9.t~----cm:-~ ~----------19~_9__ --~-]llf}JJ&11~! ........... . Register of Wills ~ '!"'" •..... _ .. ::..:....~ • .:....:4' ,·-·-·'. ·I . "0 ... .... ~! 0 0 ..., O! Q) 1::1 -1-l: ::I •"0 0 b.ll: t.J ~! t.J < ·~: ~ z ~! ·• 0 ~: ~l FE Q)i ~: ~ z '-j 0 1-1 ....:l ~: ri1 ~ ;§ o: E-< U]i < r:t:l 1-1 k ~ E-< ~ 1%.4 Q)i w. "0! ri1 ~ ~: ~ 0.. Q)i l E-4 :I:! <: l'l.l 1-1 p:: si p:: 1-1 ro: 0 1%.4 ·~' E-4 r-1! u .-li ci 1-1 ·~' z > ::;=! .: Mi o: ~: ~: o: Q)i Xi r:t:l: '69 Ot ... "T 2? !lit-<) rn • _ Hit u REGISTER OF WILtS, Vi A.S H I.N. G TON: C 0 ~ .. P·A! ,.,(', .... 0 ..., j;:: 0 Q 'd Q < I ..., ... ::I 0 0 0 0 (]) ,<:I .... ..., 0 0 ~ ..., ... 'd (]) (]) """ ..., 0 1':1 (]) 0 "' ·:::; (]) ... i8 p. 0 ..., ~ 1':1 ::I ri1 0 t.J 'd t.J 1':1 c:l c:l 1::1 ... :d <l> ..., ..., "' ·~ 'b'n (]) :~ ,<:I ... ..., ~ ~8 .: ;..... "" 0 ,..-< '1-< ~ ' / '~· -------------- ~' ... .···~ ' ' ' . ~- . ',,, r ., ' "' ' -) ·· .. ' J '-.~ : .. ,..,. '/·; __ r: (. : I..; ·':; ~· "/ / 4. \ ... " '.... ...· . ~, ·-, t. -~' ". j ,/ / / /' ------- ---------------------------------- The Court is respectfully requested to determine I The First and Final Account of William Henderson Bennington, Executor of the Estate of Victoria P. Bennington, de- ceased, late resident of West Bethlehem Township, Washington County, Pennsylvania: PER INVENTORY AND APPRAISEMENT: $ 5;'),983.88 Gains and Losses: Sale of Stock. 29 Shs. Pa. Pwr. & Light Co. -Common Appr. at: $917.13 Sold for: $766.32 $ 150.81' .7 Shs. 4.40% Pfd. Pa. Pwr. & Light Co. Appr. at: $572.55 Sold for: $441.94 Loss $ 55,833.07 $ 13q.61 Loss $ 55,702.46 300 Shs. Melville Shoe Corp. -Common, now·due to stock split 600 Shares Appr. at: $18,600.00 300 Shs •. Sold for: $19,184. 51 7 Shs. Melville Shoe Corp. -Pfd. Appr. at: $532.00 Sold for: $438.47 50 Shs. Koppers Company, Inc. Appr. at: $2,150.00 Sold for: $1,875.71 79 Shs. Mesta Machine Co. -Common Appr. at: $3,002.00 Sold for: $2,459.01 $ 584.51 Gain $ 56,286.97 $ 93.53 Loss $ 56,193.44 $ 274.29 Loss $ 55,919.15 $ 542.99 Loss $ 55,376.16 80 Shs. Great Western Sugar Co. -Common, now 80 :Sb$. Great Western United Pfd. and 52 shs. Great Western United -Common Appr. at: $4,210.00 Sold for: $4,132.50 $ 77.50 Loss $ 55,298.66 100 Shs. United Engineering & Foundry Co. -Common now 40 Shs. Wean United and 1500 -5!% Debentures and Cash $975.00 Sold for: $3,353.75(including cash) Appr. at: $1,800.00 $1,553.75 Gain $ 56 7852.41 , .. Brought forward .•..•.•.. $ 56,852.41 Income: 7 Shs. Pa. Pwr. & L. Co. -Pfd. 9/22/69 -Interest 7 Shs. Melville Shoe Co. -Pfd. 9/15/69 -Interest 300 Shs. Melville Shoe Co. -Common 9/10/69 -Dividend 80 Shs. Great Western United -Pfd. 9/26/69 -Interest 52 Shs. Great Western United -Common 9/26/69 -Dividend 1000 Shs. Wean United Reg. CV 9/9/69 -Interest 500 Shs. Wean United Reg. CV 9/9/69 -Interest $ .33 __ _:.__ $ __ ....;•_3...;;.3 $ 14.25 __ _:,__ $ 4.00 __ _:.__ $ 2.47 $ 1.22 ----- $ __ ....;•_6.;.;.1_ First Federal Savings & Loan of Waynesburg - Savings Account: 6/1/67 - 1/1/68 6/1/68 1/1/69 - Interest 12/31/67 6/1/68 12/31/68 6/1/69 $ $ $ $ 330.59 338.03 202.50 20:7.06 First National Bank of Waynesburg - Savings Account: Interest 6/1/67 -12/1/67 $ 30.50 12/1/67 -6/1/68 $ 31.12 A~gust-September 1967 -Dividends: Great Western Sugar Pa". Pwr .. & Light Co. Pa. Pwr. & Light Co. Mesta Machine Co. Mesta Machine Co. Koppers Co. National Biscuit United Engr.&Fdry.Co. Melville Shoe Melville Shoe Melville Shoe United Engr.&Fdry.Co. $ 32.00 $ 7.70 $ 11;02 $ . 16 ~50 $ 62.50 $ 35.00 $ 150.00 $ 25.00 $ 120.00 $ 14.00 $ 120.00 $ 25.00 $ 1,078.18 $ 61.62 $ 618.72 $ 56,852.74 $ 56,853.07 $ 56,867.32 $ 56,871.32 $ 56,873.79 $ 56,875.01 $ 57,953.80 $ 58,015.42 $ 58,634.14 I ' . . ·' , ... ' • ' Brought forward-.--.-.-••..•• $ 58,634.14 January -1968 Dividends: Melville Shoe Corp. $ 14.00 Koppers Co. $ 35.00 Great Western Sugar $ 32.00 Pa. Pwr.&Light Co. $ 7.70 Pa. Pwr.&Light Co. $ 11.02 Mesta. Machine Co. $ 16.50 Mesta Machine Co. $ 62.50 Melville Shoe Corp. $ 165.00 $ 343.72 $ 58,977.86 April -1968 Dividends: Melville Shoe Corp. $ 14.00 United Engr.&Fdry.Co. $ 25.00 Koppers Co. , Inc. $ 35.00 Pa. Pwr.&Light Co. $ 11.31 Pa. Pwr.&Light Co. $ 7.70 Mesta Machine Co. $ 16.50 Mesta Machine Co. $ 62.50 Melville Shoe Corp. $ 165.00 $ 337.01 $ 59,314.87 I July -1968 Dividends: Koppers Co., Inc. $ 35.00 Melville Shoe Corp. $ 14.00 Wean United $ 11.00 Pa. Pwr.&Light Co. $ 11.31 Great Western United $ 37.60 Great Weptern United $ 49.30 Pa. Pwr.&Light Co. $ 7.70 Mesta Machine Co. $ 16.50 Mesta Machine Co. $ 62.50 Great Western United $ 11.70 $ 25E),61 $ 59,571.48 October -1968 Dividends: Melville Shoe Corp. $ 165.00 Melville Shoe Corp. $ 14.00 Wean United $ 11.00 Wean United $ 39.87 Koppers Co., Inc. $ 40.00 Mesta Machine Co. $ 62,50 Mesta Machine Co. $ 16.50 Pa. Pwr.&Light Co. $ 7.70 Pa. Pwr.&Light Co. $ 11.31 Great Western United $ 11.70 Great Western United $ 37.60 Melville Shoe Corp. $ 165.00 $ 582.16 ~ ' $ 60,153.66 I f J Brought forward •.••••.•. $ 60,153.66 TOTAL ASSETS ........................ $ 61,579.71 TOTAL AMOUNT OF CREDITS CLAIMED .••.. $ 15,090.72 BALANCE. . • . . . . • • • . • . • . • . • . • . . . . • . • . . • $ 46 , 488. 99 ' '"' • The Accountant claims credits out of said Estate as follows: NAME REMARK AMOUNT ' John H. Shrontz Fun. Bir. ( ·Funeral E~penses $ 1,088.25 40.00 Greene Co. Memorial Hospital Hospital Bill Wilson B. Pizzi, M. D. Internal Revenue Service Washington Co. Treas. Sutton Printing Josephine M. Douglas Observer Publishing Co. Washington County Reports Josephine M. Douglas John H. Shrontz Irving Trust Co. Morgan Guaranty Trust Co. Mary L. Francis, N. P. Josephine M. Douglas Postmaster, Wash., Pa. Russell Marino Banker's Trust Co. Russell Marino Internal Revenue Service Russell Marino Russell Marino Russell Marino Russell Marino Russell Marino Russell Marino Internal Revenue Service Internal Revenue Service Washington Co. Treas. Medical Care 1967 Income Tax Tax 1/1/67-8/1/67 (P.P.Tax) Open Account Probate Will & 2 S. Cert. Advertising Letters Advertising Letters Certified Copy of Will 3 Death C~rtificates Stock Transfer Tax " " " Affidavits Filing Inventory Certified Letters Certified Copy of Will Stock Transfer Tax 1 Short Certificate 1967 Fiduciary's Inc. Tax 1 Short Certificate Certified.Copy of Will Filing Account Fil. Petition for Life Ten. Filing Order and De~ree 6 Short Certificates Federal Estate Tax 1968 Fiduciary's Inc. Tax 1968 Pers. Property Tax (Continued) 25.00 117.00 14.52 108.00 22.50 12.50 12.50 5.50 3.00 6. 56 7.50 16.00 3.00 2.55 4.50 .83 1.00 34.83 1.00 4.50 16.00 7. 50 2.50 6.00 59.44 207.24 36.00 NAME s. E. Murphy, Esq. REMARK Attorney's Commission ( AMOUNT William Henderson Bennington Executor's Commission $, 4,100.00 3,755.00 John P. Liekar, Esq. S. E. Murphy, Esq. Russell Marino, Agent Legal services rendered as Guardian & Trustee Ad Litem Additional Attorney's Fee 195.00 175.00 Inheritance Tax -On acc't. 5,000.00 TOTAL: $ 15,090.72 , ~sener -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: ........... . Pe:rsonally appeared before me, a Notary Public in and for said County and State, ......... g.i.G.h.~.~4 .... §.~ ..... 9..9W.~.P. ................ , who being duly sworn according to law, deposes and says that he is the $..e.C .. ~.y ....... & .... Tr.ea.s .• of the Obsre.rver Publishing Company, a !'renns.ylvania 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 Septemberr 18, 1871, and The Washington Reporter, established August 15, 1808, a daily newsrpap1er of general circulation, printed and published and having its place of bus.inesrs at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and published continuousrly for more than-six months' prior to the publication of the notice hereto attached; that the printed notice or advertisement hereto attached is a copy of an official advertisement, official notice, legal notice or legal adve·rtisement, exactly a:s printed or published in the Obsterver-Reporter in its regular editions on the following date or dates; ........................................... . ................................. Oc.t.ob.er .... 6., .... 13 .... and .... 2.0., .... .19.6.7 ......................... . that neither th!e affiant nor the Observer PUblishing Company is interested in the subject matter of said notice or advertising and that all of the anega- tions' of this affidavit as to the time, place and characte:r of publication are true. . !\-;·;. .. .. . !/ c._. .......................... ~ .... ~.( ......... ~ ...... . .· r Exk~~TOR'S NOTitfu ESTATE~OF VICTOI:l-IA Pj; BEN· 'NINGTQN deceased . late· . of~aoWest Bethlehem Township, , .;:,V{~~!img,ton ,County, Penna. , .'/." ,. ~ . · Letters• Testamentary _upon · the above estll;~e having been ygranted to the undersigned, all persons Jiav· ing · claims against the estate fire requested~ to make . .known the same to the undersigned~ ibr his attorn~y and illl persons indebted to the' d!1.· ceden~!..re requested. to make. P,aY· ment to the undersigned without delay. ·· • · . : , .. William He.~~erson Bennmgton R. D. l~·.>i• . . ..... . Marianna,J,P.ennsylvama Stuart E.·.Murphy; Attorney , Washington· Trust Building ' Washington;> Pennsylvania , , ·; ""· 67135·Fri.·3t subscribed before me this .. ?Q .... d~ of .... ?5JQP~.r .. ..1967 ~1Ju~?1J~~~ Sworn to and w. 26752 WASHINGTON. WASHINGTON COUNTY . MY COMMISSION EXPIRES MAY 6, 1968 .. 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) STATE OF PENNSYLVANIA ( SS. 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 official legal periodical for said Washington County, publis'hed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in this behalf; that the said WASHINGTON COl'NTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or adver- tisement 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: ...... .9.~.t.?.?.~E .. ..!?..,..J.?..~. .... ~.~1. .. }.?.~.? .......... that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time, place and cha~ of the publication are true. ~ ...... 0;:.., ............. ~~~~ Sworn to and su ::::~:~::~::::::::: .. :~.~~ .. ·:: .. -:!J( y Public KATHERINE C. YARD, Notary Publ9' Washington, Washington Co., Pao My Commission Expires November 1, 1969 Ed1tor Estate Notices The Register of Wills 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 hav- ing claims or demands to present !!hem for settlement to the Executors or Admin- istrators or their Attorneys . • • • • • • • • • • • • • • • • • BENNINGTC)N, VICTORIA P., De<:'d. LWate _of West Bethlehem Township ashmgton qounty, Penna. ' Executor: William Henderson Ben-mngton, R. D. #1, Marianna Pa Attorney: Stuart E. Murphy,'33 West Beau St., Washington, Pa. . :.'•· .. "····':, In the matter of the Audit of Account in Estate of Victoria P. Bennington, No. 119~ of 1969. Deceased. TO THE AUDITING JUDGE: Enter __ m--"-y _______ appearance for WitL~AM HENDERSON BENNINGTON, Executor of above-captioned Estate. Stuart E. Murphy, at Law -9th day of. __ """"""""""'~~....._ ____ , 19...Ji9... N. B.-Counsel shall, by separate paper, present a concise statement of each .claim, with suppo1·ting calculation of any interest claimed. Objections to an account as. filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. No. 1198, of 1969 , ~XX-'!i~X. ·. -In re Audit of Account In Estate of VICTORIA P. BENNINGTON, Deceased. AUDIT Jrarripr fnr i\pprarattrr FOR r,..n (/) <! on. o:__,~ n.. ~ ! :z -1 --o .....,_ c::: ;?;: 0 ~ . :!:= "'~ 4r z 0... -o.o ... -lO::~ CJ co __.: UJ <-:;: l.t .. ~t 1-z 'fl -· (/)(..():: a,..,_ = U) (; (.)) _j u..J ::>I..Ll...ct 1..1- a:: C:::·?;;: .;::::) Stuart E. Murphy,. for William Henderson Bennington, .. Executor. r--W-.... . . S'~le-lj(w, Stuart E. Murphy Attorney ~2 ----------------------------------------------------------~ i\ffi~auit ®f fxrrutnr ®r i\bmiuistratnr ~tntr nf Jruunylunuin. t .!i.!i: C!lnuuty nf Baaqtugtnu \ Personally before me, the undersigned authority, a ........... N.Qt..~!'.Y .... P.'!JJ?.l;tg, .......................... in and for said County and State, appeared ....... : ...... ~:l!.~.~~ .... g.~.~-~~.~~.~.~ .... ~~.~.~.~.~.~~.~P. ....................... who, being duly sworn according to law, deposes and says that -. he is the executor 8'1'-atkniffist~-of the estate of ............ Y!.9.1:.9..r.;,;.~ .... ;I?. .. ~ ..... ~.~.P..~.!.P..f!!~.9..~ ................................... deceased, that the foregoing schedules constitute a I · 1 · f h 1 d a1 f Victoria P. Bennington comp ete mventory anc appraisement o t e rea an person estate o .............................................................................. , deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor Administrator. S d b 'bdbf h' ,tJr-d r ~~\: worn an su scrz e e ore me t zs ................. ::..... · day of .. J.l~~~t'-·0-·:,:p····~~ :::)~ .. i;;~~~~;:~~x······ Wa~hi~.g~l;·l~·~·h·i~;~ .... ~~~~llfu;;~·~ ... INSTRUCTIONS .. My Comm. Exp.: 4/1/72.. . . I. An mventory must He filed withm 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 Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2 SUPPLEMENTAL lJun.rutnry aur. ~ppraia.rm.rut of the goods and chattels, rights and credits which were of ........ Y..~.9~QJHA .... P..! ..... ~.E!~~J.~.QT.Q~ .. : .......... Jate of ........ !!~.:?..~ ..... ~.~.~.~.!.~.~~.~ .... ~.9.~~.~~.~P.. ......... .. · Washington County, Pa., taken and made in conformity with the abOiJe affidavit. ';I DOLLARS CENTS I PERSONALTY: Lot of old household furnishings 100 00 ' < TOTAL PERSONALTY: 100 00 /11%:/;n J Inventory and Appraisement IN THE EST ATE OF VICTORIA P. BENNINGTON ··::·················,···~····: .. ·····D~::rct:ra:s·e·l:t: .................................. . j ~ ' t Filed .................................................................. , 19 .......... . Stuart-E. ·-CD ::::,1 ~ ;o r p·: -ry .-· DC; ~ -u> -~~':..? I ' rr"l -~ ::t,;.: ·..j i <-:l ~ 'I_ .. :;:.. :2] 1-n :::: :;:-:) r=::.: r-:::5 CJ (/) .... , . w 4\) " Muw., EsG ~ ~- 3- .•. * . · .. ~ .. Testate Form PETITION SUR AUDIT , IN THE ORPHANS' COURT OF WASHINGTON COUNTY· ••• ,. k ' f • VICTORIA P ~-BENNINGTON -~ -·. Estate of ..................................... -----------------------'-------------__ .. • .. • ~ . • ' ' ~ , -t ~ ' " • • 4 •• No.~-.... )J}:)_§ -'---~~-:} ~-~~-.: ......................... .. .-. --....... ---~ .... ~ ................... ..: .... -.... -;.. .... -.. ---.. --.... --.. -...... -.. ~ ............................................................ -........ -...... . . .. ~ -'FiduciarY ___ :wt~:~J-~rJJ.;.a.?:n .. ·~-~};_$_Q_h __ a.~n-~;i,-~g_ton,' I ( ·-\ . ,.: . . ') . ------------------------------------------------------·-------------------------------------· . -. . Deceased ·: ) .:· .............. ~--.'Ex.ec.ut,.ar ........ : ......... :. , ......... · ... --~ : .. ~ ... . Date of · ,_ -· · · ~ · · ·-~ " · Date of Decedent's death:.~:-~ .... J:tlly: .. 2.8~,: .. 19.61 ...... : .... : ... : .... : ... Grant of Letters ... : .. ; .... Sep.t.e.mher ... 29 . .,. ... 19.67.: ... : ...... ~ -• • ': J ' - . ,. ~ ~ This is the .............. F.'x-RS~---&.--F-l~~L-•---------------·'----·'-----'account filed i.n this estate . . ....... .. . -,· . . ·. . . -.. , .. \ }.. \ N . . ; If there have been former .accounts'~ filed in this estate,Jist .. file number or number and termL ....... ?.~-~-------------;•---- .............. --........ -.. --.. -.... -........ -... -.. --.. -.... -.................. ~-.. -............ ~-.... -......................... -............ -..................... -........ -...... -.... -........ -.... -.. --.. -...................... -.... · ................ --.. -........................ -.. --...... --..................... --.... -.. - Election to take Under or Against will. (cross out one) Date Election Filed Place of; .................................. _ Record. .. ... -................ ,,_ ...... . .. ,. ~Name of ~urvi:i l'}g _ ~pouse .... : ·;--:· -~O.~e-................................................... -~ ...... : ... : .... :~ ......... -~ ....................................... . List ,is'sue-·where-material: ...... ·--, , ,., , • • I ' 'f' 1 ~ •·• ~ ~ ' 1 • •· f·~ '~! • • ~ • ... ~,..····'''t·,, ··~ ~_,..t,.,·,. .. ~t· ~--·fr-~·~4' ~ ..... ,! ·.,.! .. >~-J_~· ~ '}. 1 • .; f; Did decedent f!1Qrry~9fter;..,~xec.LJtiori;s>f1 .~ill? CindfC,9!eJ tK,J~~No..:~Any children born after execution of will? (indicate) .. , ~r UJ.i...: · :ttl:.-t\~-L• " ~lJoc , ;tn.~ · ;r· ... · ~-· . , ~-,,No. _l,f _ ans'fer ~es, ;nC!rne-, t.h:m_, ::·":·"·---:-------"-~:_, ....... _ ...... :.~ "· ......... ___ ................................. _ ... __ ...... : -~-_ .............. _ .... _ ... ...... ;.. .. ---------........................................ ---................. -------------........................................ --------~-'· ..... -------........................ ·---...... -· ............................ ----.... ---...... --.. .: .. '" .. ) ...... · .... -.... :.-.... ; _:_ .... ---.. --..... . . . Leg.atees Horn Lutheran Cemetery As~n. William Henderson 'Bennington Dora Piper Dunn, now Clay James Piper Reed. Piper Valerie Piper Relda Piper List, if exceptions to above: Adeemed: No exceptions. If partiai intestacy, give facts: None Relationship -None Son Niece Nephew Nephew Niece Niece Revoked: Interest Fiduciary, if deceased or riot sui juris $500.00 .. 1/2 Interest ·.) 1/lOth Interest) 1/.lOth Interest) PER COURT ORDER 1/lOth Interest) 1/lOth Interest) 1/lOth Interest) Lapsed:' Abated: Give Cause: Nptice to int~reste_d parties .. _t-Jave all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) receiv~d written n_otice of the filit:lg of the account and of caH of audit?~ ·ye·s. .. J«iiK · · · · r -' · J. · · . . No exceptions If any except1on g1ve cause: ..................................... _. ....... . -.. File copy of Notice . · · · and date of mailing ........... ~.<?.X~.i!!!:?.~.~---~§., ... J~~-~-~--........ : ................................ : .. , .................................................... . Is estate subject to the filing of a Federal Estpte Tax ~eturn? ........................... .X~~---················································· Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ... 5.,.00.0-• .00 ........ 1~o.v.emb.er ... l2., .. I96E lfthe Will makes any portion of estate subject·to a life-estate, give name and birth date of life tenant .... ~~-~~-~~---~ub­ ject to life estate --terminated by agreement and Court Order dated August . ··1-8·;··_·±9-69·;···-a-t·:··Ne-,····326-··e-£···1:96-9·;····················--······································--···················································· -Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such clai~s; state whether they are admitted to be correct; and whether the claim is denied. 'I 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: --~ Lot of old household furnishings -$100.00 300 shs. Melville Shoe Corp.-Com.- due to stock split -$19,184.51 Total additional debits (Add) $ .. ~_!;)_,_']__7_~_!_f?9 ........... .. $ ... '!:§.z.~§.?..~.~.@ ........... . ': Itemize any additional credits not ,shown by account: Additional fee re .Filirig Account -$ 4.00 Filing Fee re Supplemental Inventory -$ 3.00 ·r I< * Error in report of loss in sale of Gt.West. Sugar -$52.98 ~rror in rep6rt of gain in sale of 100 Shs. United Engr. and Foundry Co. -$ 976.83 -.,.Total additional credits (Subtract) $ .... J.~.Q~-~-~-~L ........ .. Balance for distribution $ ... 9.1.1.7.~.t? . .-.~.~--·!c····· Before distribution, in accordance with the Order of the Orphans' Court in the within Estate, dated August 18, 1969, and of record in the Office of the Register of Wills at No. 326 of 1969, there must be deducted from the above balance the following: INCOME $ 4' 727. 28_ C:- Loss - 7 Shs. Melville Shoe Corp. Retained in kind by Life Tenant $ 93.53 Loss-50 Shs. Koppers Co;, Inc. Retained in kind by Life Tenant $ 274.29 ·--------------------------------- ~ . ' . ... -~ .. (' { . . . . . . . I " II 1 ·'-.] ~:p;'!-'t~·~ ~-$ .) •. ' . LAW OFFICES MciLVAINE, MURPHY, CARROLL & PHILLIPS WASHINGTON, PENNSYLVANIA 15301 ALEXANDER"MciLVAINE STUART E. MURPHY PRANK C. CARROLL WILLIAM D. PHILLIPS 33 WEST BEAU STREET AREA CODE 412 2.25-9930 February 9, ·1970 Orphans' Court Washington County Court House Washington, Pennsrlvania 15301 ATTENTION: John Hana IN RE: Victoria P. Bennington Estate · Dear Mr. Hana: Please be advised that in the Petition sur Audit on the second Page of the same following the balance for distribution, $64,736.69, there is an asterisk and a sheet attached which indicates the following: These items should not have been listed since there would be po loss to William P. Bennington who is taking his share of the stocks above in kind, and this should not be calculated in arriving at a balance due in the account. This loss, therefore, should be disregarded. For informational purposes it is my understanding that there is due to be distributed to the five named persons in the audit petition, the distributive share in cash of $5,859.86, or a total of $29,299.30. There has been distributed to each of these persons a portion of their distributive share totaling $9,147.02 and, in addition, there has been distributed to William P. Bennington $4,727.28. If you total the amount to be distributed to the five heirs an~the cash distributed to Mr. Benning- ton, you come to a total of $34,026.58, and substracting this amount from the balance for distribution, $64,736.69, there leaves, to be accounted for, the sum of $30,710.11. The items then to be taken into account would be the one-half share in kind to Mr. Bennington, the household furnishings in the amount of $100, the bequest to the Horn Lutheran Cemetery Association in the amount of $500, the cash in the amount of $5,241.60, and this amount should total $30,710.11. Hopefully, this will then permit a finalization of the audit and it is my understanding that, since there may be an overpayment in the inheritance tax, the Court will direct the attorney for the Estate to seek re-payment of the same. FCC:rh J;:,;~ r Frank C. Carroll SUPPLEMENTAL AND EXPLANATORY MATERIAL TO ACCOMPANY AUDIT PETITION OF VICTORIA P. BENNINGTON, DECEASED. Notarized December 3, 1969 During the course of the administration of the Estate the stock in the Melville Shoe Corporation split 2 for 1, so that in- stead of 300 shares there were 600 shares. During the course of the administration of the Estate an agreement was reached, for- malized by a Court Order, in which William H. Bennington was to receive one-half (1/2) of the total Estate. Mr. Bennington has, therefore, taken his share of the Melville Shoe Corporation in the amount of 300 shares, in kind. The other parties interested in the proceeding are as follows: Dora Piper Dunn, now Clay James Piper Reed Piper Valerie Piper Relda Piper These people are to take their share in cash and upon the share of the 300 shares of the Melville Shoe Corporation the dis- tribution was made in the year 1969 to these people in the fol- lowing amounts: Dora Piper Dunn Clay James Piper Reed Piper Valerie Piper John P. Liekar, Esq., Guardian Ad Litem for Relda Piper The amounts distributed above are to be charged against the distribution proposed in the original audit and this amount shoul be deducted from the cash distribution proposed therein. ************************* .:·· .. <. '·. If Family Exemption claimed by Petition, give place of Record: ..................... ~:?-~~---··········---·-···············--·--·············c· lf Family Exemption is claimed at audit, give name, relationship and basis for Claim: ............ ~S?~.~~---······················ ~ List any advancement or distribution on account that has been made, and nature and amount of same: ·None' Suggested distribution of balance shown, both as.to principal and income, attaching signed and itemized elections to'take in kind if balance is not in cosh: residuary shares being stated in proportions: HORN. LUTHERAN C.EMETERY ASS IN. . $ 500 . 00 I WILLIAM HENDERSON BENNINGTON -Stock distributed, in ldnd, per Order and Decree ot the Court dated August 18, 1969, at No. 326 of 1969, a ·copy of which is atiached heretp, as follows: G SO Sbs. Koppers Company, ·Inc. at the value of$ 1,875.71 79 Shs: Mesial. Machine Co. at the value of$ 2,459.01 · ~ · 00 .Shs: Melville ~hoe Corp. (Com:) at the value of $119,184.51 70 ,7 Shs. Melville Shoe Corp. (Pfd.) at th~ value of$ ~'f~' ' WILLIAM HENDERSON BENNINGTON -Lot· of old household furnishings, in ki~d, $100 WILLIAM HENDERSON BENNINGTON -Cash in the sum of $5,241.60. Distributive_ Share ~ $ 5,859."8~ \ }/'0:.A '.-/P:A- Distributive .Share -$ 5,859.86 J ~ fO -~ DORA PIPER DUNN, now CLAY JAMES PIPER Distributive Share $ 5,859.86 ~~~~ Distributive Share - $ 5,859.86 ~· (tj~!"'J.~ REED PIPER VALERIE PIPER -. 10 . ~· . RELDA PIPER Distributive Share - $ ~!11-6...&;.~ v~1~· -'-. ~ fkl,. · I -d!f1 ~~'\. ~9A .. WILLIAM HENDERSON BENNING;{)N I . J1,eim~ursement of all income per Account .in the sum of$ 4,727.28 . ~~Jr1A.A~~'/;.,~- COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly ...... ~W9.:rD .................... doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best of ........... P.-.~~-----·-····---knowledge and belief . . S..WQ:RN ..... , ............................. to and subscribed before ~e th.;s .. J.~ !oy :·of ......... ll~!<~•~!?.~.!: ... ;;.::)?.§j!_,_ . sY.tt&::{f.f::':::::::~~· S1gnature of Off1 •• ~r ....... ~----~-~~ T 'tl -f Off' ... -li.T t b.l' --R-.---D-.----#J.---············-·······----·--··························---········· 1 e o )Cer ........ -"~-o ar.y ... -u ~.c ....................... . Office expi res ............ ~P.?:.~~--}.z....~-~T?.: .................... . Marianna, Pa .. 15345 ......................................................................... ~ ................................................................................ .. . 1' '•i .,--:. '- "'" 'r· -~-;t r ,• 1198 of 1969 ,· No. • ..................................................... .: ........ '!' ....................... ·.:.· .................. . Estate of ____ y__g~~.Qg_~-~--R-~---~-~~r_(i'£te~-f; .. ' .... I .. r .f) . ,. • "'"' 1i 'J.4} £&=J .. .. · · •• '··· 1 n · •n.• "\ ---··oo;····-------".. . ; r r '{ · ...... · ·· · · ·• · · ··· . . ece s · -:.J • • • 3 J ~ ............................ : :· ~ ~ ·-. -. WILLIAM HENDERSON FldUCiary ..... ~-----·-----~:--·::···--··--:: .. , ......... RtP.:-···:·-. ; ....: ._;. ;,:, .• r r· ! , .. If. I .. : RfGf.':;;·:;:,-1· ·:"'liHf{} BENNINGTON, Executor. . , ~·' t~f, 'tt WILLS .......................................................... WAS-:-H-N-·.::TON GO., PA PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective D_~cember 3, _19? 1, 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 Trustee ad litem, if pertinent. 4. Proof of service of above. 5. Letters Testamentary or Administration C. T. A or an attest copy of Will. 6. Copy of inventory and appraisement . 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. Stuart E. Murphy Attorney ""~2 . . . I 1-. ' t. ' ~ 0 4 "c: ·1.4 ro ·'/,. \ I ,. ..... _ ' I J, .... ' • l c: ·I ' ,, ,_. ............ -: ' ~-.... 1/'1 \ \<._.t . ... \ -·'·!j•\\:S: • f •. .; 0 ..., i (') en e i tof t • 0 c· C4 t'f >' t:JC ~ 'a .... """ (') ·"" '·· ·:-~ .. · __.-·. FRANK C. CARROLL NOTE: Call attention to the Court at Audit that Valerie Piper is now sui juris, " as of 11/25/69, and, therefore, the only minor is Relda Piper, who resides t with her parents at Waynesburg, R. D. #1, Pa. LAW OFFICES ~lciLVAINE. MURPHY, CARROLL & PHILLIPS WASHINGTON, PENNSYLVANIA ALEXANDER MciLVAINE STUART E. MURPHY FRANK C. CARROLL WILLIAM D. PHILLIPS 1!5301 33 WEST BEAU STREET AREA CODE 412 225-9930 vr TH:2; cn~>VA?u' coURT o.? ·.'l!L3HINGTON couNTY, p_;.::ITNi3YLVANIA IN R~: ~state of ) VICTOlUA J?. BENNIHGTON, ) ) No. 1198 of 19GC Deceased. NOT ICE o:::_c FILING ACCOUNT AND /WDIT PL,~A3~ Ti:.Im NOTIC.~ that the Account of William Henderson Benning- ton, ~xecutor of the above-captioned ~state, has been filed in the Office of the llegister of Wills of Washington County, 7cnnsylvania, at the above Number, and that the same will be called for audit before the Orphans' Court at Vashington, Pa., at the Session of said Court beginning Tuesday, December 9, 1969, at 10:00 o'clock A.~., Eastern Standard Time, at which time and place you may aJ- pear and be heard, if you so desire. Dated: November 28, 1969 Mailed to: Horn Lutheran Cemetery Mrs. Dora Clay Mr. James Piper Mr. Reed Piper Valerie-Piper Relda Piper STUART E. MURPHY Attorney for Accountant Marianna, Pennsylvania 15345 · R. D. #1, Hillsboro, Tennessee 37342 112 Arizona Ave., Lorain, Ohio 44052 128 N. Main St., Waynesburg, Ohio 44688 R. D. #1, Waynesburg, Pa. 15370 R. D. #1, Waynesburg, Pa. 15370 ( I .. a Lt..J .-..J Co I...L.J 1..1_ -g_,_ c::;) ,....._ ... ' , I 1. e e. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PEN ORPHANS' COURT DIVISION IN RE: ESTATE OF No. 1198 of 1969 VICTORIA P. BENNINGTON, z ~ Deceased. ) ) ) ) ) ) ) ..J >-Ill z z Ill Q. i 0 1- HEARING ON AUDIT ~ BEFORE: THE HONORABLE P. VINCENT MARINO, President Judge of the said Court. ·J: Ill oo( ~ ,, '1 ..: u a: APPEARANCES: I-III STUART E. MURPHY, ESQ., of Washington, Pa., representing the Accountant. 0 • ..J oo( 0 0 ; TIME: Tuesday, December 9, 19~9, at 10:00 o'clock A. M., EST . :t ... " N ui a: ~ THE COURT:, Number 1198 of 1969, the estate of Victoria 0 Q. Ill a: 1-a: :I 0 u ..J oo( u ii: II. 0 P. Ben~ngton, deceased. The Executor is William Henderson Bennington and the attorney is Stuart E. Murphy. At the request of counsel, this audit will be continued to -Monday, December 22, -~969, at 10:00 o'clock A.M. Is there 'anyone else in Court intereste in this estate at this time? ( NO RESPONSE ) THE COURT: The same will be continued as stated. ( AUDIT CONTINUED ) . ~ ! J . . -} .II (As of December 22, 1969, the audit of this account was ordered closed by the Court). (AUDIT CLOSED) . z -< I hereby certify that the proceedings and evidence;:;ar....e contained ~ >-0 . ~fully and accurately in the notes taken by me on the hearing of the above ~ . Q. ~cause, and that this copy is a cor·rect transcrip·t.of the same. ~ .. ' . • J • ui a: ~ The foregoing record of the proceedings of the above cause is .... a: 2 hereby approved and directed to be filed. ~ a: .... a: :I 0 u .... <( u ii: ... 0 P. J. 2 ' ~· ; .=r ('V") (f) 0 -.l z -.l ('V") tt: ;;;:.. r. o.'G.:' ~- Q... ;;r l..t.. .... 0 a _ _J ct: co __ ; 'LI w L:J .._r 1- co ({) {.{) LL.J (/) w... ~.::> 0 ~~ J<dL cr. t.!J ''"i:i: iJ_ r-.. J .J ;-.._,.!!·· <( a.. 0 0 :z C> i- <!) z :c ({') ~:t > ' . ' :l _; ,. ' J + f ~ .. t .. _ J (j ' ~n t4t C!tnurt nf Cltnmmnn Jlltas nf lla.tdpugtnn Cltnunty, Jltnnsylunnia, ®rplJnus' Cltnurt lliuisinn ESTATE OF N 1198 of 1969 0 .. _---=.=-.t....:::......~--=:...L.:::~------- Victoria P. Bennington, In the matter of the First and Final deceased. Account of William Henderson Bennington Executor ADJUDICATION AND DECREE And now Fe'bPlltH'Y ff 19___20., this matter came on for hearing, audit and distribution at this session and testimbny taken; 'and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $ · 6!1, 736.69 and the account is accordingly confirmed; and it is o~dered, adjudged anCJ decreed that the said balance be paid out by the Accountant in accordance wath .the. schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be f1led sec. reg. or. an appeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account. _________________ _ $ 46,488.99 Additional debit asked at audit Additional credit asked at audit 19284.51 $ 65,773.50 1036.81 $64,736.69 Balanc~~----------------------- Deduct Clerk's Costs & Receipts. 6 3 • 50 $ 64,673.19 Attorney S. E. Murphy t971.ud /~ lf7iJ (9~v:.b3.So /1/J Horn Lutheran Cemetery, leg8cy, plus interest du~ F\), .-~..n/1!. ~'iu--e../~.1 1 on legacy unpaid, ..2.!.D_50 ~ ...., J &:~ The following distribution is made under the terms -$ 64,155.69 of an agreement filed at No. 326 of 1969. William Henderson Bennington, the following iteme per agreement:- Accrued income, credit to be taken for funds advanced $ 50 shares Koppers Company, Inc. 79 shares Mesta Machine Co. 300 shares Melville Shoes 7 shares Melville Shoes Pfd. House-Hold Furnishings at cash in the amount of u727.28 2150.00 3002.00 19184.51 532.00 100.00 5201,10 Dora Piper Dunn, now Clay, 1/5 balance, credit to be taken by the accountant for funds advance~ prior to distribution by the Court, 5851.76 James Piper, 1/5 balance, credit to be taken by the accountant for funds advanced prior to dis- tribution by the Court, 5851.76 Reed Piper, 1/5 balance, credit to be taken by t~e accountant for funds advanced prior to distribu~ tion by the Court, 5851.76 Valerie Piper, 1/5 balance, credit to be taken b~ the accountant for funds advanced prior to dis- tribution by the Court, 5851.76 $ 29,258.80 I ,_._ 0 ~ ~ ..... fl1 :J z t:v' 8 -+ 9 0 ::T ........ til' c (1) ~ ~ 3 0 0 0 ~· ..... ..... ~ (1) '"' ~ ~ g. 0 ..... -+ ::T (1) t = .. ~ ~ ~ ~ ~ . ....;., Guardian to be appointed for Relda Piper, a 1/5 balance, ' 5851.76 NOTE: It appearing to the Court that an overpa ent of inheritance tax may have occurred and if , uch is any refund obtained is· to follow the deer e of ~i made as to the heirs, and no further form 1 acco shall be necessary. '· No balance he transfer terrnined, tribution herein ting to the Court t ' '\.. ..:.. .. •.,;... 0 ~ ~ ....... :J z ~ n ..... ~ ty 0 :r r: CD ._.. Cit ~ 3 ~ 0 0 0 ..... ....... ::::: ~· CD .... M ~ 0 ..... ..... :r CD t N = ta & s ~ l:i ~ .::;t-· ~ (V) (.() <( 0 -l 0... z -l (V) -_;::. ..,_ 0 ::c: •"'.: ;.. ..... Q ... 0--l.J---0 z 0 0 -• ..... 1-cc ~ ·~- IJJ !.U w (!) t-:z: c:l t/) (/) -_ _j l-<-1 {./) -~ L.1... ;:::) G (.() c:r:: w <( c:::J c::: > LL.. r-.. I IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNA. IN RE: ESTATE of ) ) No. ) ) VICTORIA P. BENNINGTON, dec'd. R E C E.· I P T 1198 of 1969 AND, NOW THIS ~ DAY OF -;lfJii , 19 ~' First National Bank & Trlist Co. of Washington, J lt, the undersigned, Waynesburg Office, Guardian of Relda Piper, a Minor, $5 851.80 hereby acknowledges to have received $ -S~S.5.J. .. .7.6..- William Henderson ~rom Bennington Executor-K:MMXMX:K::t:x'X%19:x'XlU the above-captioned estate, being the amount awarded to me in the ( Adjudication and Decree filed at the above number and term . . , . First Na tion:ll ank & Trust Co. of Wash. , Waynesburg Off· e, yardian.: By:~ 7( ~ (SEAL) Charles H. Ganiear, ~rust Officer ,• --,.--- -··IN THE ORPHANS' COURT OF WASHINGTON, COUNTY, PENNA. IN RE: ) ) No. 1198 of 1969 ESTATE of . ) VICTORIA P. BENNINGTON, ctec'd. I' R E C E I P T AND, NOW, THIS J;./ DAY OF March I, the undersigned, Dora Piper Dunn, now Clay hereby acknowledge to have received $ 5,851.76 William Henderson 70 19 from Bennington , Executor-k~x«x~xxzX3E of the said Estate, being the amount ~warded to me in the Adjudication and Decree filed at the above number and term. /J~~..dt-Wt!J__,.,._,u ~(SEAL) Dora Piper Dunn Clay Witness: IN THE ORPHANS' COURT OF WASHINGTON,COUNTY, PENNA. IN RE: ESTATE of ) ) ) VICTORIA P. ·BENNINGTON, dec' d. R E C E I P T No. 1198 of 1969 AND, NOW, THIS /Itt DAY OF ____ M_a_r_c_h~--' 1970 , I, the undersigned, Valerie Piper hereby acknowledge to have received $ 5,851. 76 from William Henderson Benning,tCE«ecutor-~i{~:FSC~~~~ of the said Estate, being the amount awarded to me in the Adjudication and Decree filed at the above number~&v Valerie Pipe (SEAL) IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNA. IN RE: ESTATE of ) ) No. ) ) VICTORIA P. BENNINGTO~, dec'd. RECEIPT AND, NOW THIS /J Tf DAY OF - I, the undersigned, Reed Piper 1198 of 1969 March , 19 70 , hereby acknowledge to have received $ 5,851. 76 FromWilliam Henderson Benningt~wecutor-AmmiEistr~x~r of the above-captioned estate, being the amount awarded to me in the Adjudication and Decree filed at the above number and term. ---, I .. ~ ~ ::::J ... ;:..-iT1 ;:'D (f) c:, c:: (('! .. ::t·:{/'";. :::..: .... : -..... -4 I ....... :;:·) ; 'J''~ i •.j ~1 \J c' f.,:) -~ ~-.., CJ ·:_-, .. 0 :'!: --,-z -o· r-0 > (/) \ I t,', •• . I ,. I. I IN RE: ESTATE OF ) ) VICTORIA P. BENNINGTON, ) ) Deceased. ) '.(' R E C E I P T AND NOW, this ,;/.,.f/ day of r-, 1971, I, the undersigned hereby acknowledge to have received from WILLIAM HENDERSON BENNIN:;TON, Executor of the above estate, the sum of _.:~:.S--=.1~6~8.a-.1::..:3~-----' being my share of the refund of overpayment of inheritance tax in the above ·captioned estate. ~· ' FIRST NATIO GUARDIAN A MINOR . /. j I • I i; I I .; i' I I tfl.\. IN RE : ES TATE OF ) ) VICTORIA P. BENNINGTON, ) ) Deceased. ) R E C E I, the undersigned hereby acknowled received from WILLIAM HENDERSON BENNINGTON, Executor of the above estate, the sum of _ _.$_1_6_8_._1_2 _____ ,. being my share of the refund of overpayment of inheritance tax in the above captioned estate. Witness: _ __;:/!a~~=· --=:..__'{!_£-=~"'~""---:-__ (SEAL) Dora Clay ~ I ' j .i j j .:;,. IN RE : ESTATE OF ) ) VICTORIA P. BENNINGTON, ) ) Deceased. ) .... ' R E C E I P T AND NOW, this .7-r-day of »= , 1971, I, the undersigned hereby acknowledge to have received from WILLIAM HENDERSON BENNINGTON, Executor of the above estate, the sum of _..;:t$;.....;;;:1;..;;.6_8..;;.. __ 1_3 ______ , being my share of the refund of overpayment of inheritance tax in the above captioned estate. ;. ' 1 i j i! .. <J IN RE : ESTATE OF ) ) VICTORIA P. BENNINGTON, ) ) Deceased. ) ··.~. . R E C E I P T AND NOW, this J. Sday of~ , 1971, I, the undersigned hereby acknowledge to have received from WILLIAM HENDERSON BENNIKGTON, Executor of the above estate, the sum of --~$_1_6_8 __ .1_3 ____________ , being my share of the refund of overpayment of inheritance tax in the above captioned estate, less $90.00 for a personal debt wpich I owe William Henderson Witness: Bennington.~~ , a ~--~~~~u!.~/-,-t:.;;...,e.,_LJ~~""";;_~~~--(SEAL) Reed iper (f=lLr . (. . ' ! ··: ! 1 : \ j I I J_. IN RE : ESTATE OF ) ) VICTORIA P. BENNINGTON, ) ) Deceased. ) ·~ . R E C E I P T .. AND NOW, this :J?.1 day of _lla~ , 1971, tJ I, the undersigned hereby acknowledge to have received from WILLIAM HENDERSON BENNINGTON, Executor of the above estate, the sum of --~$ __ 1_6_8_._1_2 ___________ , being my share of the refund of overpayment of inheritance tax in the above captioned estate • Witness: (. ' . ' I I I I ; I I I j I 1 I ·I l ! \ -~· IN RE : ES TATE OF . ) ) VICTORIA P. BENNINGTON, ) ) Deceased. ) ·-~ ' R E C E I P T AND NOW, this Zaday of ~"4tf-' 1971, 7 I, the undersigned hereby acknowledge to have received from WILLIAM HENDERSON BENNINGTON, Executor of the above estate, the sum of $ g YtJ, k ,di , being my share of the refund of overpayment o~ inheritance tax in the above captioned estate. ~-· . Wi,~s: ;/) (Aktt~ i ~ ~ --. m _ .... --. L..r"l (/)".d.- c: 0 _) 0- ~"\ij c::; :;z: _) ~ j V' -- -cc: ---0 ~ :-\ -- ::;-~-·;:.) ~ _,__ c~ . ~ . ~.t- >tJ ~ -..-.. 0 z rr~ ('"'"-; C> .... __.-en _, 0:: r--·· ~ ......... ~ ~ -~ L• J (,~;. ~ ~ t ~ ('•. ' &.-· . ...; ;,......-i-' z -~ --,;_i) U? -- <_ ' ~~ (..i) -· .--1 £~. --'-~ ~ -::J ::.:.) (.? (f) t:>- ......... -··"- o:: L;J 4. (( c.:: :;:.:~ ~ ~ ' ' . r- '-\ ;r~··""-"' ... (:) C> ............... \y --2._ ~ ~ ~ - J-.. ,~ r~ •• ii ' . .... RC C•43 (5-65) -------------;;;--------------~,---------- COM.WEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HA·RRISBURG NOTE: TO BE SUBMITTED IN TRIPLICATE. : . . "I;' '; I I l 1 '1, • t i I', l Pennsylvania Department of Revenue . Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsylvania Dear Sir: Pursuant to Section 742, Pe,nns)dvania lnh~i-ita'n'ce arid Estate Tax Act of 1961, we herewith submit the following report: '. \ ,/1. ; • '.. •·• ' NAME OF REPORTING FINANCIAL INSTITUTION lle\1413 ._t<mel .._. ... .._,, '-Paap-.... IJ~~too Offlce ADDRESS . ''iO;Aldb --~~~·-str•i··~s-u,: l!ema.,l•t• iNOI ACCOUNT NO. OF JOINT I . . TRUST OR INVESTMENT DEPOSiT· : :: UB-l&,.si;M.U Bt?r!&DIS NAMES ON ACCOUNT . OR INVESTMENT: . · · JSctort:o\ ~~ ·ot l:liU .. a •.. eo=Soat<* · · ~· · ! ; t r ~ · · ~ f ]·· DECEASED JOINT DEPOSITOR, v l AD~:::;EE :~ ~V:S:.O:-r-1-.,---¥¥l:U:KI:ei:IN:H!I:H.:~ ••.. IQ ... :-i!ll·_· _Ht!lqiHBII:IftO.~t-. -------~ DATE OF DEATH ....,.,. M, IJG7 SURVIVING DEPOSITOR, . BENEFICIARY OR INVESTOR WiillliJil I, DcmalMtoD ADDRESS a. IJ, f J, ......... hNlOY_.__ RELATIONSHIP TO DECEDENT DATE DEPOSIT OR INVESTMEN'"""T-.:iil191....,._ ___________ _ WAS ESTABLISHED --tl~/~~!lloj-IJ~:.~~Il~I------------­ BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $_---1i,.._,.Nhl .... ------,--....,..-------- ASSISTAtiT MANAGER TITLE I .. -------------------------------------------=-~~~----~ ...... ~ ........... GOMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections Finance Building Harrisburg, Pennsylvania Dear Sir: 10/19/67 Pursuant to Section 742, Pennsylvania Inheritance E:nd Estate Tax Act of 1961, we herewith sUbmit the following report~ ., - \ \ ' REPOR'!.'ING F· st F A 1 (:! • ..._..,~ FINANCIAL INSTITUTIONS ll" · e~,~.era.:.. "'an.r.gs <::~ouM !Dan Association of lfashil'.lgton; Penna. ADDRESS 7'? South Main St.reet1, rTash:i.ngton, Penna. ACCOlhJT NO~ OF JOINT OR 5-5064 TRUST DEPOSIT OR INVESTMENT-------------------NAMES ON ACCOUNT Ber~ton~ Victoria F. or Bennington, l'lilJ.iem H. joint tnts. on. Irf\r:cs ~crv1ENT --------------------~-------~~ DECEASED JOINT DEPOSITOR, TRUSTEE CR INVESTOR -----~~--~------ ADDRESS DA'rE OF :CEATH 7/28/67 SURVIVING DEPOSITOR ..... ,--------------------------·-····---------- BENEFICIARY OR INVESTOR __ Be_nn_i_ng_t_on ___ , __ "_.~i_l....;l_·l_am._·. _H_._. __ ···---·------ ADDRESS Mariarma, Penna. RELA TIONSE :;~p TO DECEDENT .~-------S_o_n~--------------··---· DATE DEPOSIT OR INVESTlliiENT l-~.::.,:::5 WAS ESTABLISHED --------~,;.;...;_._.J........._J........___.;_ __ ~-- BALANCE AT DATE OF DEATH $ 12~494.~ .OCT 2 319~1 ! ... '-,-. RCC~ 134 '(8-65) _C.C?J.IMONWEAfTH ·o·FPENNSYL:VANIA V DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO: y1ILI.IAM H, BENNIN{;IJIQN l·fARIANNA2 PENNSYLVANIA .... ~7-SO-f • OFFICIAL NOTI.C& OF INHERITANCE TAX .:<) (j;t') . APPRAISEMENT AND ASSESSMENT OF ·.cr ASSETS NOT SUBJECT TO ADMINISTRATION J Date: ___ .;..;.N.;..;.ov.;..;.em..;.;.;...;b;...;e..;;;r---==.J.L, _..;1;;;;;.;9::....;6;;...:7~--....... \'JASiUNG'ION County----------------'- County File No·-~--------91-1 I 1J ~ :2. i:J . . BureauFileNo.ff,,vl·~ .... )._) ~.i . . ~i w~ hav'e received' notice that,JgS't~~3Uthl:o~txxxxxxxxxxxxx..mxxxx:xxxxx.xxxxxx~.xxxxxxxxxxx~xxk: on July 2$ 19~, you came into ownership of certain property throughY.rxg'h"'tX&"fXS,~11.V:cY ... ~11:~~~4f¢Jf.i:XX~ 1 XWIDO-~OYmt}Oli~WnCIS¥JllUO'de.lil1mttt · transfer .. ;from VICTORIA P. BENNINGTON 1 deceased. 1 : Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you, as transferee. The property on which tax is hereby ass.essed consists of: Jt.Bank Acct. #5-5064 held in the FlRST l<"'EDERAL SAVlNGS & lOAN ASSN. OF \•!ASHINGTON, PENNA .. ; in the names of BENNL'mTON, VICTORIA or BENNINGTotl, \~ILL!Al-1 H. Opened 1-5 .. 55. Balance as of date of death, $12,494.74 P. ,I. 1 ' • I 'I ~ appraised by the Commonwealth, as of the date of death, at$ 12,494.74 SO % of this amount is taxable at the rate of 2 % ~ ( I. ' ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT $--------------- AMOUNT OF TAX .DUE D If you pay the above amount within three (3) months of the date of death of the decedent, or on or before 19 you may deduct a i I disco.unt of 5% of the amount of tax due, or -----------·1 D This tax became delinquent one year after the date of death of the decedent and, in addition to the , tax, statutory i~terest at the rate of 6% of the tax per annum is also due as of *---'------ 19 in the amount of -----------. *If the tax is not pqid by the above date additional interest is due at the rate of 6% per annum until paid TOTAL AMOUNT DUE $ 124.95 :: ' $_ APPRAISED BYJ.~, / -~Y.JJASSESSED BY'------,----------:-~ (Inheritance T ox r.:' 1ra iser) (Agent for tb~ Commonwealth} INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany your paym~nt. Mai I or bring it to: .. · ~ ,_,~t· (k -ttl . . . -;r~ft.~, .. cv m. . . . r-\,(,_;c·.l,£-'J?rc:Jd;;t"/ /_ f/ ./) /' -~· !/ '. ~ I ;2 ' s ~ ? 7 f/ AGENT FOC~~~i ~~~~~i!WEAUH ~ . ~ 7 ;;< . ~6 o f'" ,..,. WASHINGTOf~. PENNSYLVAN!A · ~ ;-J. ,6/ ~ o/ f ,.5 (over) If you have already paid th.ax to an executor, administrator, attor. or other personal representative of the decedent for forwarding to the Commonwealth, list below the date pai.d, name and address of the-:-pe·rseH to whom. you made payment, their official title and the amouQ.t. "-~-.,; Date Paid Name and Address of Payee Official Title Amount Paid Under certain cir~umstances, if, after the date of death of the decedent, you personally paid funeral expenses or other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due. If any such expenditures meet all of the three following tests, it is recommended that you itemize the payments below, execute the affidavit, and return this notice. The Register of Wills will examine the debts claimed and allow those which he determines to be proper. The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: . . 1 -You were personally legally respons~ble for .these debts, and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment, if required, and 3-These same debts are not also claimed, for tax purposes, by an executor, administrator or other person.al representative of the dec{:!dent. handling the administration of the general estate of the decedent or any other transferee. .. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid .. ·- - TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: _______ _ I, . . hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent, __ · , for which I was legally responsible and which I did pay out of the property herein taxed. I further certify, that to the best of my knowledge and belief, these same debts will not be claimed by any other person, for inheritance tax purposes. . ' SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ___ 19 __ . Signature of Taxpayer REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in ond for the above county, do respectfully report that I have allowed deductions listed above in the total amount of$ -..--------e Date of Approve 1: -----'-------------Register of Wills • Forin: RCC-2 ,. COM .. WEALTH OF PENNSYLVANIA ~TE ....................... ~~.~ ...... ?..~ ..... :!.?§.?. .......... . RESIDENT INHERITANCE TAX coUNTY ................................ ~<:!:.~.~~.~.?~. DEPARTMEl\I'T OF REVENUE ,·· " Bf.r;!_AU OF COUNTY COLLECTIONS t.:) HARRISBURG, PENNA. 1 7 1 2 7 APPRAISEMENT FILE NO ..................... ?.4 .. ?.4.:~.~ ................................ . Whereas, ............................................. .V.ic..t.o.r..i.!tl. .... P ........ ~.~uJ.ngJ;~Q.n ........................ late of .................................. ~.~.:1.~~.11:~ ................................................ . in the County of ................................................ ~~.~~.~~.~.?..~ .................................................. Commonwealth of Pennsylvania, having died on the ................................................ ?..~ ... ~P .............................. day of ....................... §14.:Y......................................... 19.~7. ..... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... , .................... .W.~.~ .. ~ ..... 9..h~.~~.Y. ...................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates 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 I Oeacrlptlon of Asaet Made for Inheritance Values Tax f'urpoaes $ JT. HELD: Jt. Bank Acct. held in the First Federal Savings I and Loan Assn. of Washington, Washington, Pennsylvania held in the names of BENNINGTON, VICTORIA P. or BENNINGTON, WILLIAM H. 6,247 37 I . i I I Tot a 6,247 37 ' Having been duly sworn according to law, I do hereby certify that !'J;te above appraisement is made in g~- formity with law on this 9 tJ! day of~:;e'~ . ~ ~d': . Appraiser ......................................................................................................... ......................................................... (l'lumbcr and Street) y· ......... W:~.~.h.~.n~.9.~L .......................................................... Penna. (Post Oftlee) WASHINGTON Cout~ty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ... .YlC.J'.QRP.\ .... P..! ..... ~.N.:L.NG:r.9..~ ............. . Deceased. Late of -MARIANNA Date of Death, .............. cJ..W:.Y. .... ~.? ...... J.9.§7. ....................... . Apprat"semel!t Docket Vol., Page, No. . .......... 9..4.9.4=?.2 .......... _ ,, Filed in Register's Office, ....... J..un.~ .... 6. . .~ ......... 19 ... 6..9. Amount of tax due, $ .................................................................. .. DEPARTMENT OF REVENUE -Received, Examined and Approved, ...................................................... __ Wrote abo.ut Appra.isemenf, .................................................. . Appeal ft'om Appraisement, Entered and charged, ... i ~ - Form RCC-33 RESIDENT DECEDENT . ,,, ... -·---.. ---~---... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the Register of Wills of the County where decedent re~ided; Return is due within one year after date of death, unless an exte.nsion is granted by the Secretary of Revenue. (Section 703 of ___ the lnqeritance __ an!f E_!')j;ate Tax J\ct of 1Q61.) IN THE MATTER OF THE ESTATE OF } VICTORIA p. BENNINGTON AFFIDAVIT OF ......................... .. ............................ ("st;.:t~--f~ll·~;;;~···~f .. d;;;;;;d~~t·)· .. ········· ...... ........................................ EXECUTOR West Bethlehem Township ~an~~ Late of ..................................................... ...... . . .... ................................................................... County Pennsylvania :.: :;-;~~~~~~~~~: ~: :-~:~:J"' William Henderson Bennington .............................. .. . ....................................................................................................... ·············-··· Executor of the estate of the above-named decedent being duly sworn, depose S and sayS Decedent· died ........................ .J':':l~Y. .. (Month) 28 ............. , 19 .. ~.?. ....... .J testate leaving a last will, copy of which is hereto attached. } (flay) (Y~ar) l intestate Name and address of attorney or} other authorized representative to whom all correspondence should be. mailed. . S1;u~r1; F;. . Mtl:t"PP.Y, ~~qtl~:t"~ .......................... . 33 West Beau Street Washington, Pa . .. . ... .. ..... ... . ..................... , .. , ..... .... ' ·········· ........... . 15301 That as such Executor deponent is familiar with the affairs of said estate and the property con- ( Jo:x.,cuto~!XI]Vil[ stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- N Ai.!E AND AD-DRESS OF BANK OR OTHER JlliSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT ~M~e~l~l~o~n-=N~a~t~i~o~n~a=l~B~a=n=k=-=&~T~r~u=s~t~C~o~·--~r-V~i~c_t_o_r_i_a P. Benningto~n-4---s~o_n~-------- 40 s. Main Street or Washington. Pa. 15301 William H. Bennington ---+------~----~--~ 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 Sc.hedu!e A attached hereto and made part hereof sets forth full v 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 B 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 in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually,,:·~~ ·i~ ,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 dat"il of d"ecedent' s death ·.· :.,... ..,., in all other cases; all bonds, postal savings, treasury certificates or notes and. other evidence-:of;;.in- debtedness of the United·States to the decedent; all obligations, whether by statkte~r air~ement they are designated as tax free, of. the United States, or any stat~, or p<:>litical :·subd~v~.fp_n1 ~her~~~' or of any foreign country, which are owned at the time of death; all wearing appa~el, jewelry, sll•.i'erware, pic.- tures, books, works of a:rt, household furniture, horses, carriages; automobiles, boats;" and -~n~C'il.nd all 0 ther personal chattels of whatsoever kind or nature, left by decedent, together with the faf'rry estimated market value thereof; all bonds and mortgages 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 wr.iting 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 tp 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 a·ccrued 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. J 'j In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the"date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the ousiness as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the: fai~ m~rket value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years .o:f decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whblJI transferred, the relationship of the transferees to the decedent, , the proportionate share received by each transferee and all other facts of a pertinent nature regarding· said. transfers~· In the ·case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y of the deed, trust agreement or other instrument creating the t~ust. Ther•~ is· .also set forth in said schedule a list of all property, real and personal, with its value, which pass~s at decedent's death by virtue of the exercise by decedent, either individua~ly, or jointly with another, or any power of appoint- ment vested in decedent, either individually or joil.ntly; -by the will, deed, or other instrument of another, with a copy of the. _i;ns.trumel)t, ci:_ea:t;ing: su,cp._ p~o~~-r at~tached, to the. schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death·, t:he nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Schedule E attached hereto _and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, ·including intangible, standing in the name of the decedent and others,-plus the date and place of record of instruments effecting the vest! ture of real estate and the date of acquisitfon of per~onalty, plus· the name, address and re'lationship,' if any·, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary1 s commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of '\ .. death; taxes accrued charge.able for period prior to decedent's death (except. those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof'of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,- have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ............................... .. ................ ,??:~~ .............. : .. : ....... day of .............. $..~pt.,~.mP..~.;r. ........ 19 ....... ?..?. ................................. ~~--:. /!~ ... 1,1~---... : .......................... . Washington, ashington Co., Pa. My Commissi n Expires: April 1, 1968 ~ .a! I 9tf/~~ R. D. #1 (Street Number) Marianna, Pa. 15345 ······································································································································· (City or Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed, RCC-34 (1-6'4) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COlLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT \ ! ~J. 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 ht-ld 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 Com_!ll~!"lwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together wl th DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encum~rances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted from this schedule. N 0 N E Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. I ' HOME OFFICE WAYNESBURG. PA. 62"7-6116 RICHARD V. MORGAN ASSISTANT SECRETARY e e :first :Jedera/ SAVINGS AND LOAN ASSOCIATION OF GREENE COUNTY AREA CODE 412 AN INSURED MUTUAL SAVINGS INSTITUTION December 21, 1967 Inheritance Tax Division 244 Washington Trust Building Washington, Pa. 15301 Re: S-12395 FAYETTE OFFICE UNIONTOWN. PA. 437-2747 BENNINGTON, Mrs. Victoria R. D. 1 Marianna, Pa. Gentlemen: This will confirm your letter of December 18th concerning the balance of the above named savings account as of July 28, 1967. The balance indicated in your letter of $14,693.10 is correct. RVM/w Very truly yours, kJ'~ L · Richard V. Morgan (?' Assistant Secretary FIRST NATIONAL BANK AND TRUST COMPANY WAYN.l~SBURG, PA. 15370 "A Greene County Bank" December 19, 1967 Mr. w. R. Chaney, Chief Appraiser of Washington County 244 Washington Trust Building Washington, Pennsylvania 15301 Dear Mr. Chaney: Re: Estate ·of Victoria P. Bennington Late of West Bethlehem Township Washington County, Pa. The balance in the savings account as of July 28, 1967 - the date of Mrs. Bennington's death -was $1,525.07 ••••• as shown on Account No. 19,185 held at this bank. tursw;;~ John H. Minor Executive Vice President RCC-35 'COMMONWEALTH 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". Intarigible 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• 29 Shs 7 Shs 14 Shs 00 Shs 158 Shs •300 Shs 100 Shs 80 Shs ITEM List and describe fully UNIT VALUE Mellon Nat'l. Bank & Trust Co. of Washing on Checking Account -opened 11/6/53 with William T. Bennington as Joint Tenant who died November 15, 1954. 5'-~,_..,~~ First F. S. & L. of Waynesburg Savings Account First National Bank of Waynesburg Savings Account Penna. Pwr. & Light Co; ·common Penna. Pwr. & Light Co. Pfd.4.40% Melville Shoe Corporation Pfd. Koppers Company, Inc. Common Mesta Machine Company Common Melville Shoe Corporation Common United Engineering & Foundry Co. " The Great Western Sugar Co. Common @ 31 5/8 @ 83 1/4 @ 76:oo @ 43.00 @ 38.00 @ 62.00 @ 18.00 @ 52 5/8 Total: Insert this total opposite "Personal Property", Schedule "B" in X X the "As Reported" column on the last page of this return. ESTIMATED MARKE:r VALUE 917.13 572.55 l;064:oo 4,300.00 6,004.00 18,600.00 1;800.00 4,210.00 $55,983.88 DEPARTMENT VALUATION (Do not write in this space) RCC-'36 COmt(l:\'li':.\LTI! OF PF~NSYL\-_~NI A ' TlL\N~FFl\ INHE!UTA.NCE TiiX RESIDENT DECEDENT SCHEDULE "C" TllA~SFErtS • (1) Dirt rtecedent, 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 decertent, within two years of death, transfer property from himself to himself and another or others (inclurting a spouse) in joint ownership? (Answer yes or no) no (3) If the answer to (1) or (2) above is in the aff'irmative state: (a) Age of decedent at time of transfer ----------- (b) State of decedent 1 s health at time of making the transfer. (Note 1), (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) no (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) ________ _ (b) What was the transferee's age at time of decedent's death?---------- (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact enrt before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) __ LDuO~------- (b) The right to rtesignate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) no (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reservert in decedent alone or others----------------------------------------------------------------------------~------------ (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) ~n~oL-____ _ (8) Dirt decedent, at any time, transfer property, the benef'icial enjoyment of which was subject to change, because of a reserverl power to alter, amend, or revoke, or which conld revert to decedent under terms of transfer or by operation of law? (Answer yes or no) no (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in th~ decertent alone or the decedent and others? (Answer yes or no)~n~o~------ NOTE 1: The answers to these questions should be supporter! by affidavit by the atten<'U.ng physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the prcperty transferred, it's fair market value at rtate of death, dates of transfers ann to whom transferred, with relationship o·f transferees to decedent, if any. Submit copy of any trust deed or instrument, if tr;ms- 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 MARKET VALUE (Estimated) DEPT. VALUATION (D~pt. Only) __ __,~ ______________________________ _._ _______ -...! _____ , _______ ,. ___ . ' Insert this tnt:d oppnslt~ "Transfers", Schedule "C" in the "As Reporter!" colurr01 on the last page of this return. )< )< COMMONWEALTH OF )'ENNS)'LVANIA THi\NSFE!l INHERITANCE TAX lillSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRl'CTIOl'iS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated tmder Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in ·schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-~wners to the decedent. Description of Property, Date of Acquisition, Name I Unit Address and Relationship of Co-Owners, and Place I Value of Record of Instrument, where Real Estate. 1 percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest JOINT WITH WILLIAM H. BENNINGTON Mellon National Bank and Trust Company Savings Account -opened 5/22/63 First Federal Savings & Loan of Washin~ton Savings Account -opened 1/5/55 Tot a~ 1/2 Taxable -$7 ,893 .. 4~ ~,292,22~· $1~,786.96 NOTE: ~ Mellon National Bank & Tru~t Cc. of W~sh"ngton Checking Account-with Will an T~CB~~ gton (died)-Novemler 15, 195 . opened 11/6/53.. ~~ )'--"' -rz;, .::;:1o. v.J . V :n -------~J f J,J.J,. M See single ownership -S( edule "Ev ~ ~ ___ '4v ! I I Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return.· \ h ~q0 .. 37 (12·63) nnt~ll'~WEAI.TII OF Pr::'I~~\'\'LANIA Tl~ANSP~:R l!';l\EHITA!'il'E TAX . Rr~SIDENT DEL'EDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) -H orn Lutheran Cemetery Ass'n. Marianna, Pennsylvania 1534f William Henderson Bennine:ton R. D. #1. Marianna. Pa. Dora Piper Dunn SCHEDULE ''D" BENEFICIARIES RELATIONSHIP (If step-children or SURVIVED illegitimate children DECEDENT are involved, set STATE YES forth this fact.) OR NO ,Inc. none son ves niece yes R. D. #1, Hillsboro, Tennessee James Piper nephew yes 112 Arizona Ave Lorain Ohi 0 Reed Pioer nephew ves 128 N Main St Wavnesbure:.J: a Valerie Pioer niece ves R.D. #1, Waynesburg, Pa. Relda Piper niece yes R.D. #1, Waynesburg, Pa. -. . •• ' DATE INTEREST OF OF BENEFICIARY IN ESTATE BIRTH $500.00 ( ,ife tenant /5 of remainder afte r ife estate .15 of remainder afte. r ife estate. tl/5 of remainQ.er a.f:te r life estate. li./5 of remainder afte r ~ife estate. ll/5 of remainder afte r II.ife estate Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~ Will Administration t No. D< THE " Year ..... :\IA TTER OF THE APPRAISEMENT OF THE ESTATE OF VICTORIA P. BENNINGTON Deceased ' Late of . Wes1:; :S.E:3:tl>.lel:J.E:3IIl 'l'o.vrns.J:li:P County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL ''. _/ '·, 't \,J t:P \ ~--1 ojlo I \' :-, (Executor-Administrator must complete "As Reported" column #1.) ·0 0 "' "' >---3 ~ :>< ~ 0" ~ t'%j "' ..... ~ ..... (1) ~ :01 '01 .. 'u:» 00 ;c..l .:. :oo 00 >---3 'i::1 ~ ..., (1) (1) ~ ..., ~ ::l "' ...... "' 0 ..... ::l 'i::1 (1) ~ ..., ..., ...... 0 "' '0 'i::1 (1) ..., ..., .g ~ t!1 ..... '< : -(fi: '01 '01 :z.;. z :o :CD 0 'c::s :oo c::s :m 't..l a> . :. :oo :oo trJ c::: a;:: a;:: > ~ trJ trJ trJ >-<! (") () () ?"' ?"' ?"' 0 o:5 > :: :: ;: ~~-fn~~~ ... :~ '- 1 • .: -iJ) ~ -lin -€F.+ -€F.+ -€F.+ :.. ... : > "' ~ (1)~ -o>-0~ ..... ..... <1: c... > 'J: t:J <1:~ 2" lV 3~ ~ r. c... ,e - .. .:.· R C C-81 (2-64) e COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR RIPLY PLIAIE RIFIR TO In Re: Est ate of __ ..;..n;.;;..e;:....m;;..;;.;;.R:;.;;;EA;;;_;P;...;.~BSJ:;.;;;·';:.;;ftl;;.;.:mG;;;;;: ;;...;. :..;:mz;.;:;· ;:.;;' _. ____ _ ______ W,..:.:.. ~::.::· SNDO=. =· :::..:· :..:TQ!t=-==------County -File No. Dear ~w~t You are hereby notified that the . ~nal appraisement in the estate of Viotof1i P. Bebilriltta · has been file?.in the office of tq~ Register of Wills qf WAihltijtoft County on · JatUt\17 26, , 19_68_. Said appraisement reflects the following valuations: Real Estate ____________ ~------------ Personal Property ______ zS~6~.~~·97~·~a~-Q7~.~-____ _ ·Transfers ______________ 77~~.a~---- Total -------------~'~6~•~978~-~·~07~·~··---- 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 (5%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Note: This is not a bill. j ii j, l, l R C C-39 (6-67) COMMONWEALTH OF PENNSYLVANIA ~ ' TRANSFER INHERITANCE TAX RESIDENT DECEDENT ... -------~~ BENNINGTON, VICTORIA P. e FILE # 9464-33 . July 28, 1967 SUMMARY FILE # 9464-33 TlEPOHT OF INHElUTANCE TAX APPRAISER rlf6 the undersi~1ed rluly appointed Inheritance Tax Appraiser in and for the County of ff 3 11/ASHINGTuN , 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: 01/26/68 07/28/67 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for------------- County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts claimed by deponent, except as to those i terns 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: 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) CLE~q VALUE OF ESTATE Valuation of life estates or annuities ESTATE TAX ASSESSMENTS REGISTER OF WILLS VALUE AS HEPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ $ $ __ __:....:55'-",_;_9...:;8~.88 56,978.07 . ------ '7' 893:415 63,8'{'/;% $ ____ _ ~ ------ 64, 8'/1. 55 =======·-======:= ,: FOR USE OF REGISTER ONLY COMPUTATION OF TAX '· ... Tax on $ !'5:1a Tax on $ 10'% ·~ Tax on $ • t;:.,., Tax on $ Hi'% ·--' Exemptions ( :;: ) ·--Total Estate TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within d> ~r) ~· $ $ $ "'-,------ ;~==~==~==:=== "1'·--------- 3 months after death $ ======:= BALANCE OF INHERITANCE TAX DUE Add interest at rate of B% from to AMOUNT OF ESTATE TAX ASSESSED $ _____ _ Estate tax paid $-----~---- (:::) As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. $--~---- BALANCE DUE *---------------Add interest at rate of 6% from to ~----~----~----TOTAL TAX BALANCE $ ______________ _ PAID $ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subse11uent 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. 1:\' THE Year ........... . ~lATTER OF THE APPRAISE:MENT OF THE ESTATE OF ...... VIC'I'()~I.li. P. BENNIN.(}TQN . Deceased Late of . . . l,f. BE.THIEHE!':LTOWNSHIP ...... County of ...... WASHTIJGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL "' r..J • I\'• \ Q! 1\\ :I '-..!JJ • e - .- .j DliPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, P~~ 1,11 Z 7 ctaMONWEALTf! OF PENNSYLV RESIDENT INHERITANCE TAX APPRAISEMENT DATE ....... ~~:':1:~1:7. ... ??'. ...... ~.?. .. ?..?.. . NTY )iASHINGTON cou ............................................................... . FILE .. NO. : ..... ~ ........ .?.~.~~.:?.~ ................................... . VICTORIA P. BE:t\lNINGTON W. BETHIEHE:H TO'I"JNSHIP Whereas, ...................................................................................................................................................... late of ....................................................................................... . in the County of ....................... !~~~.~~.~~g.~9..~ ....................................................................... Commonwealth of Pennsylvania, having died on the ........ .. ....................... ?.$.~9 ............................................ day of .......................... ~~Y. .................................... 19. ?.?.., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; ~J· R CHANEY . . . Therefore, I, .................... ; .. ~ ......... ~ ........................... ~ .................................................................... , an appraiser duly appomted accordmg 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 lnheritancr Tax Purposes $ REALTY: 1'-.Tnl\W. NONE PERSONALTY: ·- .. . •< .. As ner Schedule "B" attached 56, 97~ 07 . TRANSFERS: .. NONE NONE . - ·- JT. HELD PERS.: As per Schedule "E" attac.hed 7,893 ~8 I " 0 Total 64,871 55 I form~;·:fh ~~ ::rh~w<>rll•~cd~ ~=· ~:; o~·~·b~ c ~~ ;~~t ~~·;·;e~~r~i·~=~~t;-;;;§;;~: ',}' ......... ,..-Appraiser ~ ................................. , Penna. ""' i / ... (·l·~ .~ .Y~ '\IJASHINGTDN..... County -':--... RESIDENT INHERITANCE TAx; APPRAISEMENT Estate of • 1~/ , . r ~ ~ .... .. .VIC.TORIA ... P ...... .BENN.INGTON ............. . """"'" Vw · Deceased. '-Late of W. BETHI.EHEH TCYti1JSHIP Date of Death, ................. .J.NY ... ?$..J .... +..99.:f. ................ . Appraisemei!t Docket Vol., .............. .3.7 .......... ::. .................. '1 I , Page, 55-4 No. 9464-33 Filed in Register's Office, .. ~<:l!.!:~C3:~Y. .... ?.§.,.J9 ..... f:>§ Amount of tax due $ , ·································································· .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal ft'Om Appraisement, Entered and charged, I . .J- ~ . ~. ""' .... _; ....... "· IIJ ~ .;.:., ·'e....: F -..;;;,, i:. (., e - .... ~J !' ~~'~ Form RCC -lt V-1. II!! ;I /?d,l DEDUCTIONS ALLOWED IN j .: . . ~ Ai::'· ~ -y . i. OFFICE OF TME STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF . . . . . . . . . . . . $ .tf ? Jf.. . REGISTER OF WILLS WASHINGTON OF--------COUNTY .·AND AGENT OP' TME COMMONWEALTH ~~ ESTATE OF VICTORIA p. BENNINGTON L.ATE OF _...:.;.W=E~S-=-T--=B:.=E:..::T:.=.:H:..::L:..::E::::.HE=M,:__:T~O~WN=:...:S=H~I=-=P=------ .. _ DATE OF FILING APPRAISEMENT ---------DAT!i OF DEATH _ ___:J::_U,:..L:.:.Y--=2:.:::8:..Jt__:l::..::9~6::..;7::...._ ___ _ DATE NO. OF NAME OF PAYEE l REMARKS I AMOUNT -----r--~V~O~UC~H=E~~~--------~------------~~----~~~-------------~]---' 10/25 68 Internal Revenue Service !Federal Estate Tax ,..,., .. 4/10/(9 Internal Revenue Service~. 1968 Fiduc..ia.rx' c:::: Tnr-'1'..!'1..,. .,,.,.,.., ~-1 --~ I I 6/17/E9 WashinQ'ton Co Treas h 96H Pers _F...r.onertv Tav 10/25 68 S. E. Murphy, Esq. ~ttorney's CJLmmission 4 100 00 " " " 3 755 00 .. lit-iiJIJ ' .. , 9/5/6~ John P. Liekar~ Esa. ~egal services rendered as i"!n<li,_.N; <lin R, 'T'"""""+oo ..A.d. T • '-'"• . 10/69 S. E. Murohv Esa. 1\ddi ti onal A ttorne"1r. '..S H'oo 175 00 ·. TOTAL: 1~1 () ,....,.... '"' r~- I 0'J ~ 7 ~! u J 1:.- L ~ary L. Francis, Notary Pub. Affidavits 12/13 16:7- 12/11 1 67 215/6B '2/19/158 ·_1LJ~6/38 10/31'168 10/22 169 3/12/:>9 8/18/69 8/26/:>9 ~osephine M. Douglas Postmaster Wash Pa Russell Marino Bankers Trust Co. (Stk.) Russell Marino !Internal Revenue Service Russell Marino ~us sell Marino ~ussell Marino " " " " " " FilinK Inventor~ Certified Letters Certified Co_QY of Will Transfer Tax 1 Short Certificate 1967 Fiduciar\T.'s Inc Tax 1 Short Certificate Certified Copy of Will Filing Account Fil. Petition for Life Ten. Fil. Order and Decree 6 Short Certificates (Continued) COMMONWEALTH OF PENNSYLVANIA } COUNTY OF WASHINGTON s•: ~./? ., .4 16 3 2 4 1 34 1 4 16. 7 2 6 · 1 cl-~d: ~.u.J ~ .......... .., ./.?.AA...o-z,.f /.-:::.iltf-'"' .E:_ , • , HEREBY CERTIFY, THAT. TO THE BEaT OF 114Y KNOWLEDGE AND BELIEF, TMI!: FOREGOING 10 A JUST AND TRU 1!: STATE~T OF DEBTS, FUNERAL EXPENSES AND EXPENSES 0'1' ADMINISTRATION SUBMITTED TO THE ESTATE OF VICTORIA p. BENNINGTON .OECEAeED. AS DEDUCTION$ FOft 00 00 55 50 83 00 83 00 50 00 50 50 00 INHERITANCE TAX PURPOSES. . Q.~ ~ ~ .,,. ~<~~~ . SWORN AND SUBSCRIBED I!IEFORE Mit THIS ~7th DAY 01' , oC~'R'R · r.... / ~ -.-. ~. -~.£1'/ A ~A.,4 .. n ...-j A ;. -!NO'tJ.t'Y . ..PUD.J.~C ' - Washington,~ashington Co., Pa. My Commission Expres: April 1, 1972. - '·; . _I '. ,,, 'i ._, .. ,,, -.~-. <" :::. 1 tfr ...... :' ,.\. '•J : ' . ) . ') ·' i • .... ~-J . i, '· ~··. ! ' ,. '. . . ···~ .. ' ' - . ' ,, ·' ...... -~. . !'': . >. '/ . .... . _j_ ,. .L'· ,. ,. 'I ,I '. {. ( . ~-...... : ·'· . ,, { . 1.: .i { ... I ..J • ' .... ~ L ;·_,: .l 1 .. : ~.!:' ;, .I . : . ~~ c.: . _, !,), ... --*'1 0":.1 t.O -t=) r-· . " _. l""V rn . ~ ' I o~ ... ::x::a \ '\ :::r " I c::::t \ .J '· . \1 •) ' ... • • j COMMONWEALTH OF PENNSYLVANIA ' I DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION ~~ 244 Washington Trust Building WASHINGTON, PENNSYLVANIA MR. JOSEPH F. SHAl·fAl. ADMINIS'l'RA TIVE ASSISTANT DEPARTt4ENT OF REVENUE BURJ!':AU or.~ COUNTY COLlECTIONS. INHERITANCE TAX DIVISION HARRISBt1RG 1 PENNSYLVANIA 17127 15301 January 30, 1968 Re: Estate of VICTORIA P. BE'tUUNGTON tate of W. BETHLEHEl~ TO\'INSHIP Date of death July 28, 1967 FILE II 9464-::;:; . Dear Mr • Shama.y: In tho abovE~ mention estate an error in the Checking account held in the Mellon Ha.tional Bank, listed under Personal Property Schedule "13" was made. The bank gave me the l'll"Ong balance. THe correct balance is as reported by the attorney $2.298.03. ~ we have permission to correct this error? Thank you. /led . ,; ' . ' I I" (.· • ! ' ~'· I . , If ••• ' ~x::xnxx:w:cd.'KxxQXit 244 Washington Trust Bld&Q f.m·. h\YOEi\1 L. S"Cfid.1F1' COMMONWEALTH O.F PENNSYLVANIA ~EPARTMENT OF REVENUE BUREAU OF'COUNTY COLLECTIONS !NHERITANCE.TAX DIVISION HARRISBURG, PENNSYLVANIA 17127 february e. 1968 Re: Estate of VICTORlA P. BENNINGTON . WASHINGTON COUNTY • Fiie #9464-33 Dear Mr. Sehrifts As per ;your letter dated .Feb.\"Uary 5, lg6s. ple&$e find a ·copy I received today from the Mellon l~tttional ·Bank, Washington Otfiee • Washington, Pa. · .. . This ie the corract.balance as ~:f'~date.ot _death.July 28, 1967. Awaiting your re~ly,· I re~in, Em.e. /led . . lr-· '. .-., !l ,J\ .~;..:... ' ' / . ' . ... , .. COMM&EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 February 5, 1968 lrJ. R. Chaney, Chief Appraiser Inheritance Tax Division 244 V.Jashington Trust Building \rJashington, Pennsylvania 15301 Dear l-1r. Chaney: Re: Estate of Victoria P. Bennington \rJashingt'?!]_Co~ty -File #9~64-33 We have your letter of January 30, 1968 requesting authorization to correct the appraisement filed in the estate of the above named decedent, since the bank had reported the wrong balance to the checking account listed on Schedule rrB". In order to give further consideration, it is necessary that we have a letter from the bank reflecting their error in reporting the account in question. Upon receipt of the aforementioned letter, we will be in a position to advise you further. RLS/kad Very truly yours, ~~~~~~ Robert L. Schrift Inheritance Tax Division For: Richard 1. Witmer, Director Bureau .. of County Collections ' . . "\. COM-WEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ., . HARRISBURG 17127 February 14, 1968 Mr. w. R. Chaney Chief Appraiser Inheritance Tax Division 244 Washington Trust Building Washington, Pennsylvania. Dear Mr. Chaney: Re: Estate of Victoria. P. Bennington File No. 9464-Q33 County of Washington Thank you for your letter of February 8, 1968, which is in further reference to the request set forth in your letter of January 30, 1968, to correct the balance of a. joint checking account in Mellon National Bank and Trust Company of Washington, Pennsylvania. In reviewing the bank statement which you have presented in support of the requested change, we note it is dated December 4, 1967, and reflects the balance on hand as of November 27. Since this decedent died on July 28, 1967, the statement, dated December 4, 1967, is not proper evidence of the amount in the account as of the date of Victoria. P. Bennington's death. In order to authorize ~ corrections to this record, we again request that you obtain a letter from the bank showfDg the exact balance on hand as of July 28, 1967. With such a letter, we shall be in a position to determine if, in fact, a. correction is in order. RLS/a.ns Very truly yours, ~~4-cr~ Robert L. Schrift Inheritance Tax Division For: Richard L. Witmer, Director Bureau of County Collections cc: Russell Marino, Register of Wills ~:. RC.<;:-62 (7-69) ;:IS;:: REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER~10,0~.-~N~ER SECTION 701 OF ACT OF ;~E 16, 1961, ECTIVE JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) /~ . '. .. OFFICE OF THE REGISTER OF WI(LS. Washington County of .......................... . . . . ~~~.~~~!I! . ~.e. r;u;l.e. ~~ ::>.!:? . ~E! ~!J.~ r:t g,~ 9!1. . . . . . . . . . of . ~ .... P .... II)..,. . ~ta.r ;i.a.n na, . P.a ... 153.4 5 ....... . (Name) (Address) being duly ----------~~-?..!'_r:'_ _________________ .according to law, deposes and says that he is the -------------~~~_g:y._t_Q_:r.. __________________________ _ · · (Exec., Adm., Legatee, Etc.) J of the estate of __ Y.~~-~-~E~~---~-=---J?..~~-~~~g~_?._~----whose l~st residence was _JL_P_, ___ .#.l~ __ j'f~_st_(_B_ei · (No.) Street) hlehem. __ T_wp • , ~-~~~-~~-~~-L_:!-:'_~-~-r:t_~-~-------------deceased, and that the whole of the estate of said decedent, who died __ ,J-g_:!,_y: -(Cicy, Borough or Township) ' consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEAT H OF DECEDENT, OTHER OWNERS. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF Real Estate ... Personal Property After discovered assets (Lot of old household furnishings) TOTAL: Estimated Value $ $ 100.00 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 decedent as of the date of death. Such letters must be signed by a responsible officer o or owed by the f the financial the decedent's e or names in institution or mortgage holder and indicate clearly amounts of principal and interest in account at the date of death and the type of account, account number and the exact nam which the account is registered. l. Jointly Held Property Estimated Value . . ,, . . 4;:\, -, ~ -~., - - Transfers within TWO YEARS Prior to Death 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 DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT - BENEFICIARIES BENEFICIARIES 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, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT - f:SI=~T DE~EDENT . DEBTS AND DEDUCTIONS CLAIMED NOTE,List first five items in tkle spa>ees so provided observe notations thereon and instructions ---v· ' ' ·. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN !KEGISTER ONLY Funeral expenses paid $ $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees • I Fiduciary commission • OTHER DEBTS AND CLAIMS (*) See Note below I Total 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 ... _. ................. . . . . . . . . . . . . d.~ .... day of ... .1?~~-~~J?~:f ....... , 199.~. VliiSiiiDgt~~;.rt'g~~· ·' .l!ota,ry My Commissio~~xpires: April 1, 1972. R. D. #1 Public (Street Number) .......... M~.~~.~~~.~ '·. ~~-· ... ~.q~.~~ ........ . (City or Town and State) Having been duly sworn according to law, I do hereby certify that the above appraisement is made in conformity with law on this .................................. dayof .............................................. ,l9 .... . Appraiser In the event that any future inte1·est in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expi1·ation of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess ~ransfer·inheri­ tance taxes at the lawful collateral rate on any such future interest. .,. I Form No. RCC-62 (7-69) Will Administration !No .. // !./. .. Year -~./. IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF VICTORIA P. BENNINGTON, Deceased WEST BETHLEHEM TOWNSHIP Late of ............................... . County of WASHINGTON ............................. Commonwealth of Pennsylvania REPORT AND ~PRAISAL ::0 1<1::0 G")C: Lt:)~·n _ _,If) ~p .--~J :-- o~ ~~ r-:.: ,--o U'l --.J 0 c_ ·-~ z ·..J ~ - vJ ~ -;-.,. l ! r ril 0 Stuart E. Murphy, Esq. ' ..... \ . \ '\ · .. R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REP'I:R TO 37-55-4 NOTICE OF FILING OF APPRAISEMENT WILLIAM H. BENNINGTON In Re: Estate of ______ V'-IC_T_O_RI_A_P_. _B_EN_· _N_I_N_G_TO_N __ _ ______ W:..:..:A;.;;;;S;.;:;H;.;;I;,;;;;N.;;:.GT.;;:.O;;..;;N.;._ ___ County-File No. 9464-33 Dear Mr. Bermington: You are hereby notified that the i*XnxKx supplemental appraisement in the estate of Victoria P. Bennington has been filed in the office of the Register of Wills qf Washin~ton County on January 8 , 19~. Said appraisement reflects the following valuations: Real Estate --~--------~~~~-------Personal Property ________ l_O_O_.o_o ______ __ Transfers--------------~~~~-------Total ____________________ r_o_o~._o_o ______ __ As to such tax that is paid within three months-from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death', interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _______ J~a~n.;;:.ua~r£y~8~,~1~97~0~----Signed rw R c~ £. .~~f<c W .R. CHANEY, CHili ·:rr>PRAIS.ER Title DATE OF DEATH: July 28, 1967 Note: This is not a bill. I _ .. • CC·39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY i::s tate of __ B_E_NN_IN_G_TO_N...:, __ V_I_C_T_O_R_IA ___ P_. _____ DATE OF DEATH_7:.....-_2_8-_6_:7 __ FILE N0._9_4_6_4-_3_3 __ (Last Name) (First Name) (lni tial) 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: -----,:::-01=--:0=-:8:----;7'"""0~---- 07-28-67 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: ______________________ _ ,SUPPLEMENTAL APPRAISEHE INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) $ 100 00 $ $ __________ +---- 100 00 TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or 100 00 annuities ........... o • • • • • • • $ ---------+-- ESTATE TAX ASSESSMENTS $ _____ _,___ 100 00 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ --------------i----1....._ 2% $ ____________ ~_ Tax on$ 6% $ ____________ ~---- Tax on$ 5% $ ___________ ~ ___ nxoo$ lK $ _________ -4---- Tax on$ 15% $ ______________ ~--- Exemptions * Total Estate---------+---- TOTAL TAX $--------------L---- 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 $ _____ --\ __ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE DUE $---------~---- Add interest at rate of 6% from ----------~'0--------$------------i---- TOTAL TAX BALANCE $ --------+-- PAID $ _____ _l.,_ __ 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 ( No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF VICTORIA P. BENNINGTON Deceased Late of .. W~ ... I3I:/f.ff):..EI1:E.M 'l'wP ~ County of . WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL I Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE January 8, 1970 ....................................................................................... ··············-····· _ D~PARTMENT OF REVENJ]E, • . RESIDENT INHERITANCE TAX . ................ 1t!?.:.f? .. ~S.~.?..~---············· ·-· .• ' ' «;lOUNTY BUREAU OF COUNTY COLLECTIONS ··················· HARRISBURG, PENNA. 17127 APPRAISEMENT FILE NO ........................ 9.4.6..4::::33. ........................... I ·················· Whereas, ...................................... Y~_g_t..9 .. :r~c?.-.... P.~ .... ~.~P.:~.~g~.<?.~ .................................. late of ........................................ ~.~ ..... ~.~~-~f.:~.~-~-... ~~P. .. ~ ........ in the County of ............................................. W~H~hiDE.t.9.11 ........................................................ Commonwealth of Pennsylvania, having died on the .......................................... ?§ .... ~.~ ................................... day of .................................. ~~Y. ............................... 67 19 ............ , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................................ W.~.R.~ ..... G.h9P.:~Y. .................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates 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 Purposes SUPPLEMENTAL APPRAISEMENT $ PERSONALTY : After discovered assets (Lot of old household funniture) 100 00 I I I Total 100 00 ; I I form:!;•!:;~hb~~ :::h~w~~~~~~~~: ~~ ~~~~~§~~~~=~~ct.~ip Apprai r ............................. '2 ......................................................................................................................... p.... A (Mumbcr and Street) ,1A ·~AA .. ~ ..... =........ . ................................................................................ , Penna. (Poat Oftlee) SUPPID1ENT APPRAISEMENT .. . . .. WA?Ifi:N.GTON .. County ORIGINAL FILED January 26, 1968 RESIDENT INHERITANCE TAX APPRAISEMENT Estate of VICTORIA P. BENNINGTON Deceased. Late of W. BETHL.EHEM TWP. ··········································································· Date of Death, ........... ~~Y. ... ?.?..?. ... :1:9..?.?. ..................... . Appraise1nel!t Docket Vol., ................ '?.?.. ............................. . Page, ........ .5.5~4 ................... No. . .. 9..4.9.4~33. ................... . Filed in Register's Office, ... .J..<~JJJJ..o?.TY .... 8.,.J9 .. 7.0.. Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo,ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, ; .