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Home My WebLink AboutOC1969-1341 - ESTATE OF HIGGINSON----"-·~··-· --------·-----)~.'l" Testate Form PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTON COUNTY DAISY HIGGINSON Estate of ............................................................................. . 63 -69 -1341 No._ ... ----· ..... ________ ... ___________________ ...................... A. A. Fiduciary .. J\P.}J9.-.. R~t11.TR-JL .... ~~~-<;-~tr.i~--------- Deceased Date of Date of Decedent's death .... R~.9-~.:m.9..~'£ .. ~ ...... ~-~-9-~----------·-------------Grant of Leltters ... JJ.~-~~IP.R.~.:r. .. ~.l-.. t~§-~------------------------- This is the .... }~E~~--~-~~--~~-~~~-------------------------------------------account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ................................... . Election to take Date Election Place of; Under or~ (cross out one) Filed ----------------.. ..... ...... .. ... Record ...... ________ .............. .. Name of surviving spouse ......... ~--~--~--~-... _____ .. ______ .. _____ . __ .............. ________________________ ..... ___ .. ____ .. _________ . ___ .... ___ .. ____ .............. . List issue, where material: Anna Ruth Taft. daughter William H. Higginson. Jr •• son Mildred Polly Bennett Did decedent marry after execution of will? (indicate) lfiB: No. Any children born after execution of will? (indicate) ~ No. If answer yes, name them ......... _____ ---------------------------________ . _______________________ ..... ___ .... ____ ...... ___ ................ ____ ... ______ .. .. .. ----...... -...... -.......... --.... --.. ~ .... --...... -........ --.......................... -.. -.... --.......... -.... -...... --........ -.. -.... --.. -.. -......... -.... -.. --.... --.... --.. ----.. ----............ -.............. -.. --...... -.............. -................ -.... --.. ·.--.. ----.. -...... --.......... . Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris Anna Ruth Taft daughter ·1 /3rd interest William H. Higginson. Jr •• son 1 /3rd interest Mildred Polly Bennett daughter 1 I 3rd interest List, if exceptions to above: Adeemed: Revoked: . Lapsed: Abated: Give Cause: If partial intestacy, give facts: Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~ If . . . { any except1on g1ve cause----------------------------------------------- File copy of Notice N t'f" t" t b t'f' d ·1 · . . o 1 1ca 10n sen y cer 1 1e ma1 • return rece1pt requested on t and date of ma Ill ng ....... Nov"e"!poer""r'i";""I"9"70:--------------····--------------------·---·--------·--············· ........ , ...... ,.,.,,, ........ , .. ,,, ... : 69-1'58 I I .~ Is estate subject to the filing of a Federal Estate Tax Return? ....... !!:~---············································'·'"······················· ) ~ Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ..... ~ .. ?...:r?-.. ~---······································· If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they 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: Balance for distribution per account, Itemize any additional debits not shown by account: See attached list Total additional debits (Add) Itemize any additional credits not shown by account: See attached list Total additional credits (Subtract) Balance for distribution ::=:;J...,... > rn ..-::: (.() C) c. ~:.. -· ({) ::'.:: {/) {J _..,.. -1 TT' G; n ,. -1 ;.:c :·· .. --..1 ~ t:::l r""1 ,, r-v ..v :::!oT -o "'-j ' ~: -_ ::r.: ·~·; i r~~:r G "" 0-,::.1 ? ==-~ .:?:1 .... ~.Q~.?.~ ............. . ... r'+' ..... -or._:, rv J>(j") c::> $ ................................... . $ ................................... . $ ................................... . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Balance for distribution per account Itemize any additional debits not shown by account: Interest on Deposit Certificate Sept. 10, 1970 Dec. 10, 1970 Total Additional debits (Add) $ 106.79 292.50 $ 399.29 Itemize any additional credits not shown by account: 1. Conversion of Assets: Furniture Value as per Inventory Value as per Distribution Loss or Decrease in Assets $ 227.75 99.00 2. · Distribution & Advancement to Heirs: 3. Anna Ruth Taft, furniture William H. Higginson, ·Jr. Cash Mildred Polly Bennett, Cash Oliver N. Hormell, Reimburase for Filing Inventory 4. F. J. Buckley, Administ. Bond 99~00 99~00 99.00 297.00 4.00, 135 .oo ~ $ 24,804.29 5. Thomas L. Wallace, Esq., Expenses for trip from Mississippi (as per Agreement) 6. Quinet Monument, Gravemarker 402.25· v..-- 180.00, 7. Anna Ruth Taft, Reimburse for attorney's expenses of decedent prior to death 331.46 · 8. Washington Co~nty Reports, Estate Fee 9. Western Penna. National Bank, Checks 10. 11. Oliver N. Hormell, Reimburse for payment to Register of Wills for Filing Account Oliver N. Hormell, Attorney's Fees as per Bar Association Minimum Fee Bill 12. Anna Ruth Taft, Executrix' Fee 13. Anna Ruth Taft, Reimburse for behalf of Decedent: Ambulance Service Medicine Services by Mrs. Wellington expenses in $ 40~00 10.00 20.00 14. Hanlon Brown, Tax Collector, Sutter County 1970 Taxes,· Yuba City Property Total Additional Credits (Subtract) Balance for distribution Balance consists of Cash. 10.00 2.09 16.00, 1719.49- 1031.69 .... 70.00 ., ~ ~ 4,550.29 $ 20,653.29 J If Family Exemption claimed by Petition, give place of Record: ..... ~---~--~--~--~----························································· If Family Et<emption is claimed at audit, give name, relationship and basis for Claim: ............................................... . List any advancement or distribution on account that has been made, and nature and amount of same: Anna Ruth Taft -furniture $ 99. 00 William H. Higginson, Jr. $ 99. 00 Mildred Polly Bennett $ 99. 00 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: Anna Ruth Taft one-third share William H. Higginson. Jr.. one-third share Mildred Polly Bennett one-third share COUNTY OF SS: STATE OF MISSISSIPPI The above named Fiduciary or representative thereof, being duly ....... 9.W..Q;t;'_I). ____________________ doth depose and say that the facts set forth in the foregoing petition are true to the best of ......... J:~:': ................. knowledge and belief . And your petitioner will ever pray, etc. .... S.W.QJ:D. .. ::rjz,_····················--to and subscribed before me this.c:?.~.day of .... -~ ........... ....... ... .. --~g __ Title of Officer ..... J~_Q-~-~-~--~:~.-~'!'!-~~-~--~---~--~--=---~--:=: .. :=:: ... ::: .. :: .. :::= ... ~ .. :; .. ;; ... ;: .. ;::. -~-;--~---·················································································· :ioTARY PUBLIC Office expi res ............. ~.81~.9-~ .. .G9.V.~.TYJ ... MJ.$~.; ..................... . :1M:SSION EXPIRES SEPT. 29, 197~ .............................. "' ..................................... !" .............. !' ... '!' ..... "''!' .. !" '!' .... '!' ............... "!" .......... ~ ........... .. r:· '· / l ""' .... .. No. -----~-~--:-... ~.? ... -: .. ~-~-~~---······················A.A. Estate of ......................................................... . DAISY HIGGINSON Deceased Fiduciary .... ~!IP.?:.B-~~--T_aft .......................................................... PETITION SUR AUDIT FROM WHERE DECEDENT~ LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. Proof of service of above, 5. Letters Testamentary or Administration C. T. A or an attest copy of Wi II. 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 . OLIVER N. HORMELL ATI'ORNEY AT LAW 423 THIRD STREET, BOX 637, CALIFORNIA, PENNSYLVANIA 15419 Area Code 412 Phone 938-8970 938-2522 NOTICE OF FILING OF AN ACCOUNT (As required by the Rules of Practice of the Orphans' Court of Washington County, Pennsylvania). MR. VllLLIAM H. fUGGI!\~ON, JR. 2421}-J. Street, Box 9225 Sacramento, California, 95816 November 17, 1970 In Re: Estate ·of Daisy Higginson, deceased Place of Audit: Third Floor, Court House, Washington, Pennsylvania Date of Audit: December 17, 1970 Time of Audit: 10:00 A.M., I!;. S. T. Dear Mr. Hicminson: I am sending you this letter in order to comply with the rules of the Orphans' Court of Washington County, Pennsylvania. The account on the above captioned estate has been filed in the Office of the Register of Wills of Washington County, Pennsylvania. On the above date and time, there will be presented to the Orphans' Court of Washington County, Pennsylvania, a petition to audit this account. An heir of the estate, as well as any creditor, is entitled to notice of the filing of this petition and audit, and, should you so desire, you may appear there at that time. You are not compelled to appear at the audit, but you may have some questions on this estate. If you have any questions, please do not hesitate to write or call me. I shall be happy to give you any information I can, and will do everything I possibly can to answer any questions you may have. Very truly yours, ~o/. ONH File No. 69•158 CERTIFIED MAIL RETURN RECEIPT REQUESTED. ec: Paul A. Simmons, Esquire I OLIVER N. HORMELL AITORNEY AT LAW 423 THIRD STREET, BOX 637, CALIFORNIA, PENNSYLVANIA 15419 Area Code 412 Phone 938-8970 938-2522 NOTICE OF FILING OF AN ACCOUNT (As required by the Rules of Practice of the Orphans 1 Court of Washington County, Pennsylvania). MRS. ANNA RUTH TAFT 209 West Second Street Biloxi, l\1ississippi, 39530 November 1 7 # 1970 In Re: Estate of Pnisy Hiaginson, deceased Place of Audit: Third Floor, Court House, Washington, Pennsylvania Date of Audit: December 17, 1970 Time of Audit: 10:00 A.M., E. S. T. Dear Mrs.· Taft: I am sending you this letter in order to comply with the rules of the Orphans' Court of Washington County, Pennsylvania. The account on the above captioned estate has been filed in the Office of the Register of Wills of Washington County, Pennsylvania. On the above date and time, there will be presented to the Orphans' Court of Washington County, Pennsylvania, a petition to audit this account. An heir of the estate, as well as any creditor, is entitled to notice of the filing of this petition and audit, and, should you so desire, you may appear there at that time. You are not compelled to appear at the audit, but you may have some questions on this estate. If you have any questions, please do not hesitate to write or call me. I shall be happy to give you any information I can, and will do everything I possibly can to answer any questions you may have. Very truly yours, ONH ~'if File No. 69 ... 158 CERTIFIED MAIL RETURN RECEIPT REQUESTED. ce: Thomas L. Wallace, Esq. 1 OLIVER N. HORMELL AITORNEY AT LAW ...4_ • '...;:-._ 423 THIRD STREET, BOX 637, CALIFORNIA, PENNSYLVANIA 15419 Area Code 412 Phone 938-8970 938-2522 NOTICE OF FILING OF AN ACCOUNT {As required by the Rules of Practice of the Orphans' Court of Washington County, Pennsylvania). MRS. MILDRED POLLY BENNET 5721 Raybel Avenue Sacramento, California, 95841 In Re: Estate of Daisy Higginson, deceased November 17, 1970 Place of Audit: Third Floor, Court House, Washington, Pennsylvania Date of Audit: December 17, ·1970 Time of Audit: 10:00 A.M., E. S. T. Dear Mrs. Bennet: I am sending you this letter in order to comply with the rules of the Orphans' Court of Washington County, Pennsylvania. The account on the above captioned estate has been filed in the Office of the Register of Wills of Washington County, Pennsylvania. On the above date and time, there will be presented to the Orphans' Court of Washington County, Pennsylvania, a petition to audit this account. An heir of the estate, as well as any creditor, is entitled to notice of the filing of this petition and audit, and, should you so desire, you may appear there at that time. You are not compelled to appear at the audit, but you may have some questions on this estate. If you have any questions, please do not hesitate to write or call me. I shall be happy to give you any information I can, and will do everything I possibly can to answer any questions you may have. Very truly yours, ONH ,_ File No. 69-158 CERTIFIED MAIL RETURN RECEIPT REQUESTED. cc: Paul A. Simmons, Esquire ---'' .. . -· 0"'1 0 (/) <! --J 0... ('...! .. _J ----0 -· ..._ ._, o_ -. ) .... .. . <..:' , .... . 1 ..... -- C'-'!J 1--::<.: ·" :r) -...,... LLl ·- r:::l 0 U) u:: l.l.l -~ c:::> --·- r~ :-.. ::.., .. Cl!nmmouwrnltq nf Jruusylnania. t ss: II asqiugtnu Qtnunty. \ KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 8th. day of December A. D. 1969 , before me, Russell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania, the last Will and Testament of DAISY HIGGINSON late of California in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Anna Ruth Taft rix the Executar in said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Anna Ruth Taft committing unto her the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring her to exhibit a true and perfect inventory thereof jnto the Register's Office, at Washington, within ninety days from the date hereof, and to render a just and true account of s~id administration at the expiration of six months from the date hereof, and to regard and comply wjth 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 8th. day of December in the year of our Lord one thousand nine hundred and sixty-nine J .. - -----~--~----~~--~----------------------------~------------------.. ~,.~---'*----NU~-··----·--~ t; > H ~ ~ ~ ..... p:: ..... H ~ 0 foot 0 ~ H J'l1 ~ Ul e t ~ ~ 0 -1 ~ z J'l1 ..... N 0 ~ "'I ~ = ..... ra foot = OLIVER N. 1-IOR~.~ELL J OF DAISY HIGGINSON I I, DAISY HIGGINSON, of 229 College Avenue, Borough of California, I \vashington County, Pennsylvania, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any I and all wills by me at anytime heretofore made. FIRST: I direct that my Executrix, hereinafter named, pay all of my just debts and funeral expenses as soon as may be practicable after my decease. SECOND: I give, devise and bequeath all of my property, real, personal or mixed, of which I die seized or possessed or to which I may be enti tle.d at my decease to my beloved children, ·share and share alike. The names of my children are as follows: (a;} ANNA RUTH TAFT, daughter (b) WILLifu~ H. HIGGINSON JR., son . (c) MILDRED POLLY BENNETT, daughter THIH.D: I nominate, constitute and appoint ANNA RUTH TAFT the Executrix of this my Last Will and Testament, and I direct that she shall not be required to enter security . .. -1-[ i I i ··-~·"""""""1~.-·---.. . ~·=-·-....... ,..,~·· .,. ~ ... ·-.. : "~ ., t-........ .. .. ; . ._· .. l. . , .... " .. ~:.~ l L J ... ~ .; e I e j . ..,"'....,.... I 1n any jurisdiction in which she may a.ct. IN WITNESS \VHEREOF, I have hereunto set my hand and seal to ·this (2) page Last Will and Testament this day of 1969. .. j(} (U(~--L{ ?i-UJ C(./t/Vt-{)/Uyu, Daisy Higginson ·_/cj (seal THE FOREGOING INSTRUMENT, consisting of two (2) pages, was on ~--. •./ , 1969, signed, sealed, published and declared by DAISY HIGGINSON, the Testatrix, as and for her Last Will and Testament, in the presence of us and each of us, who, at her request, in her presence, and in the presence of each other, all being present at the same time have hereunto subscribed our names as witnesses thereto. -2- r } i f I f· i f l I t i ' I l f I r I I t r ! i f f l f I I ' . ...--o<l<.r~ .• .,.-, CL. ~\..,., ;.· .£,,~}; ("c" fiJ;!j. ("- = ,~.. ~ !-~ita~ ,.~ ... ~.· .. ___ . STATE OF PENNSYLVANIA COUNTY OF WASHINGTON IN THE MATTER OF THE ESTATE OF DAISY HIGGINSON, DECEASED ANNA RUTH TAFT, EXECUTRIS N 0 T I C E IN THE PROBATE COURT OF WASHINGTON COUNTY~ PA. TO THE CLERK OF THE PROBATE COURT OF WASHINGTON COUNTY, PA.: Ple~se take notice that the undersigned Executris of the Estate of Mrs. Daisy Higginson, Deceased, has discharged Oliver N. Hormell as attorney for the Estate and has revoked the auth- ority of said attorney to repre~ent the estate. WITNESS MY SIGNATURE, this '£./4/day of July, 1970 • / THOMAS l. WALLACE Clerk of the Probate Court of Washington County Washington, Pennsylvania •I ' 'Vd ''0'): ,) , ·I.:IIJC:V"~ • • • • : ., ....... ~ •• , , !, r ~ ... .~ •. S11. j •.,:, _, r r;_ ·,,": (' l ""3~-~ . r; ~ . t =~ .t J : ~J ~ 2 ;;J .J ·;')'} ~u :t4e QJ:nurt nf Qrnmmnu Jleus nf llun4iugtnu <ttnuuty ®rp4uus' Qrnurt ilininhtu In the matter of the Audit of Account in Estate of ~4/..CE 7 ,1/;G-·G/PJ'O )l/ h s-6 9-Is'// N o·-=---=----==--~-____At._c____=:'----'-'---'------- TO THE AUDITING JUDGE: Enter !2 U rc_ appearance for Ht L./) R.. E b Llh L L-IA /l--1 !/; 6-6 //1/..S: d ,!(./ v ;e ... I N. B.-Counsel shall, by sepamte paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. J ..... 0 Q) ~ .... "' ril .s .... = :::! 0 C) C) <1:1 ~-0 .... :a :::! <1:1 Q) ... = .... 0 z ~ 1-t = tj ~ tj ~ ::+. ::+. ... -< -0 ~ 0 :J ~ r:.. ~ ..s ~ ::+. ..... 1-+ ~ tj ~· ~ '\fd ··oo NOJ~NlHS'9'!A SlllA\ JO !.B.LS!~3a G·N.U:l~'~~ -~. ~:r.;:~flH SS II UU S2 ~n~ OL ~:€} -=1 ... •"':!· 11 J ';W.I .....,\,• • ,:) :>. Q) = ... 0 .... ' ~'\. <i: N t OLIVER N. HORMELL ATTORNEY AT LAW . 423 THIRD STREET, BOX 637, CAUFORNIA, PENNSYLVANIA 15419 Area Code 412 Phone 938-8970 938-2522 CERTIFIED MAIL-RETURN RECEIPT REQUESTED Mr. Guy Rodgers Deputy Register of Wills Office of Register of Wills Washington County Courthouse Washington, Pennsylvania 15301 In Re: Estate of Daisy Higginson, Deceased No. 63-69-1341 Anna Ruth Taft, Executrix Dear Mr. Rodgers: August 3, 1970 This letter will acknowledge receipt from you of the notification which you received from Anna Ruth. Taft, wherein she notified you that she had discharged our office as the attorney for the estate and had revoked the authority of our office to represent the estate. Please file this letter with the other papers in the estate. I am looking into this matter, and will do my best to resolve it. In the meantime, !.suggest that you mark your files with some sort of a caveat because I suspect that this matter will proceed with some sort of a hearing before the Judge before an accounting and audit petition is filed. · Thank you very much. truly yours, ONH:bj cc: Mrs Taft, Mrs. Bennett, William Higginson, Jr., 69-158 Attorney Wallace, Attorney Parker / .l.J : •. _, c:: _,1 - I OLIVER N. HORMELL ATTORNEY AT LAW 423 THIRD STREET, BOX 637 CAUFORNIA, PENNSYLVANIA 15419 MR. GUY RODGERS Deputy Register of Wills Office of Register of Wills Washington County Courthouse Washington, Pennsylvania 15301 \ i\ffi~auit ®f 1fxrrutnr ®r l\bmiuistrntnr @1tatt nf Jruusyluauta l Qtnuuty nf llas4tngtnu S !l!l: P 11 b f th d · d th ·t Notarv Public . · d f "d ersona y e ore me, e un ers1gne au or1 y, a _____________ ..~ _____________________________ m an or Sal a)' County and State, appeared ____ A_~~A-~Y.'It! .. T~.:f_T ___________________________________________ .. who, being duly C\.1 sworn according to law, deposes and says that he is the executor or administrator of the es- tate of _______ :Q§._~~_y _ _tU_gg:!.g~Q-~----------------------deceased, that the foregoing schedules constitute a 1. An inventocy"=-=-:m:?.·u:::-s::t:-::;.b;;_-;. e;-.. ;fi;le:d;-::w:!JitU::h:!:in=-_-:r_T.:"r::=:e""'e--'m.donths after appointment of personal r·epresentative. 2. · A supplemental inventory must be filed wit'Qin 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 $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 3Juututnry aur. 1\pprtti!ltmtut .of the goods and chattels, rights and credits which were of ... D.~.J$.Y .. Higgt.n.$.9.P. ........................................ late of ........ C~l.i.fo.r.n.i.9, ................................................. . -'1 •• Washington Caunty, Pa., taken and made in conformity with the above affidavit. REALTY Lot No. 7, Riggs Addition to the Borough of California Washington County, Pennsylvania, upon which there is erected a two story double frame dwelling. For chain of title see Deed Book Volume 456, Page 435. r.: < .. PERSONALTY Checking Account, Pittsburgh National Bank, California Office, Daisy Higginson Furniture Stale of·California realty, not taxable under Pennsylvania Law: Lot No. 12 of Block B on the map of Parkhurst Addition to Yuba City, Sutter County, California. Postal Address of 548 and 548f Forbes Avenue, Yuba City, California. DOLLARS CENTS 24,40 ' 00 227 .. 75 25,936.19 ) * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * REPORTED FOR INHERITANCE TAX PURPOSES ONLY: Savings Account :N>. 10377, Pittsburgh National Bank, California Office, Mrs. Daisy Higginson or Anna R. Taft, $2, 281. 25, one-half taxable $1, 140. 62 69-158 1,140.62 I_ I OLIVER N. HORMELL ATTORNEY AT LAW 423 THIRD STREET CALIFORNIA, PENNA, 69-158 .. \ ESTATE OF DAISY HIGGINSON, deceased MEMORANDUM INTENDED FOR FILING WITH THE REGISTER OF WILLS AND CLERK OF ORPHAN'S COURT OF WASHINGTON COUNTY, PENNSYLVANIA EXECUTED BY: (l) THOMAS L. WALLACE, ESQ., of Biloxi, Mississippi, on behalf of ANNA RUTH TAFT, Executrix and heir in the above captioned Estate, and (2) PAUL A. SIMMONS, ESQ., of Monongahela, Pennsylvania, on behalf of MILDRED P. BENNETT and WILLIAM HIGGINSON, JR., heirs in said Estate, and (3).0LIVER N .. HORMELL, ESQ., of California, Pennsylvania, Washington County Attorney of Record heretofore for the Executrix.in said Estate. WITH AUTHORITY IN EACH OF SAID ATTORNEYS FROM EACH OF THEIR RESPECTIVE CLIENTS Each of said Attorneys having met with the Court on August 3r, 1970, and a general consultation had thereon with respect to problems of representation and future procedure involved therein, it is hereby agreed that the following procedure shall be and is hereby adopted for said Estate: l. -The Notice sent under date of July 21, 1970, by registered mail, return receipt requested, to the Clerk of the. Probate Court and to Oliver N. Hormelll Esq., terminating the attorney-client -1- ... • r' ' relationship between Anna Ruth Taft, Executrix, and Oliver N. Hormell, Esq., is hereby withdrawn, and Anna Ruth Taft requests and Oliver N. Hormell agrees to resume representation in said Estate. Oliver N. Hormell~further agrees to complete the filing of the Inventory, to prepare and complete the filing of the Account and send related notices thereon to the parties entitled thereto, to petition the Court for Audit, and to perform any and all other services necessary for distribution after the Account has been audited, all calculated to bring the Estate to a speedy and successful conclusion at the next term of Court. For the performance of said services, as well as services performed prior hereto, the said Oliver N. Hormell shall be entitled to those fees reasonably earned, 1n accordance with the minimum fee bill of Washington County, as well as any costs advanced, approved by the Court. 2. Oliver N. Honmell presently has in his possession certain assets of the Estate consisting of cash and a certificate of deposit. He agrees that upon Anna Ruth Taft obtaining a performarce bond in the amount of Twenty Five Thousand and 00/100 ($25,000.00) Dollars, for the benefit of the Commonwealth of Pennsylvania, and all heirs 1n the Estate, providing for the joint control of all assets in the Executrix and a corporate fiduciary for such distribution as authorized by the Court, he will turn over to Anna Ruth Taft, all assets in his possession. 3. In the event Anna Ruth Taft cannot obtain the bond as recited aforesaid, 0liver N. Hormell shall continue to hold in his possession the cash in the estate, and in addition thereto the -2- . ' Certiftcate of Deposit. Oliver N. Hormell, however, will have the name on the Certificate of Deposit changed to Anna Ruth Taft and upon the completion of the Audit of the Estate will send ·· . to same to Anna Ruth Taft with an appropriate assignment thereon to permit the conversion thereof into cash and the distribution of the proceeds thereof in accordance with the Court decree hereinafter to be obtained. 4. Anna Ruth Taft will continue to maintain in the Western Pennsylvania~National Bank, California tffice, the bank account for the Estate, and all checks for the distribution hereinafter to be ordered by the Court shall be drawn on said bank. Oliver N. Hormell agrees to make art.angements with the bank that Certificates of Deposit and certifications of balances will. be sent to Thomas 1. Wallace by said bank. 5. Thomas 1. Wallace having fun his possession the Inventory in the Estate executed by Anna Ruth Taft, will file said Inventory forthwith. 6. Oliver N. Hormell will prepare the Account, and all otheF papers necessary, and the Audit Petition forthwith and send the same to Thomas 1. Wallace for approval and execution by Anna Ruth Taft, with copies thereof to be sent to Paul A. Simmons, Esq., 7. All parties hereto will make every effort to see that all necessary papers are filed prior to October 28, 1970, so that the Account in this estate will be ready for Audit in the last quarter of this year. -3- ; . ,. .. . ' 8. The cost of the bond to be secured by Anna Ruth Taft as aforementioned, if secured, shall be a cost p~id by the Estate. 9. Reasonable fees for an appearance, and costs incurred by Thomas 1. Wallace in appearing in Washington County, Pennsylvania, on August 31, 1970, are to be an Estate expense. 10. Any of the furniture of the decedent, presently in the house previously owned by the decedent and now owned by the Commonwealth of Pennsylvania, as may be selected by Anna Ruth Taft, she may have, subject to payment to the estate of the appraised value thereof, at her~own expense for sending .the same to her in Mississippi. The balance of any furniture existing therein shall be sold or abandoned at the sole discretion of Oliver N. Hormell. 11. Oliver N. Hormell agrees to obta.in a death certificate for the decedent and to send the same to Thomas 1. Wallace on behalf of Anna Ruth Taft. 12. Olive~ N. Hprmell will furnish forthwith to Thomas 1. Wallace a current statement on the status of the property in Yuba!City, California. 13. Oliver N. Hormell will furnish to Thomas 1. Wallace, from his records in the possession of Oliver N. Hormell, the present tax status on the property 1n Yuba City, California. 14. Oliver N. Hormell shall forthwith furnish a copy for Thomas L. Wallace and Paul A. Simmons of a letter received from Anna Ruth Taft under date of November 14, 1969, prior to the. death of the decedent. And all assets are to be under joint controill of the Surety and Ann R. Taft with no distributions or money to be paid unless both agre to do so and the Court approves. -4- ' :J I c • .. 15. Oliver N. Hormell will make an effort to obtain a gravemarker for the decedent as close as possible to the gravemarker presently existing for the husband of the decedent, and the cost of said gravemarker shall be paid from the Estate. 16. A diamond ring being assets of the estate, Mildred P. Bennett ourt watch, or sale in accordance with agreement of Thomas 1. Wallace and Paul A. Simmons, subject to Court approval, if necessary. 17. The sum of Three Hundred Thirty-One and 46/100 ($331.46) Dollars, paid to Oliver N. Hormell for services and expenses prio to the death of the decedent are acknowledged to be an indebtedness of the Estate rather than an indebtedness of Anna Ruth Taft, and the Estate will issue a check in the amount of Three Hundred Thirty-One and 46/100 ($331.46) Dollars, to Anna Ruth Taft, to reimburse her for this expense. 18. A debt of Two Hundred Fourteen and 9/100 ($214.09) Dollars payable for converting a furnace of the decedent, is acknowledged to be a valid claim filed in the estate within the statutory limit of time, and shall be paid from the proceeds of the Estate, as well as any other valid claim filed in the Estate within the statutory limit of time as set forth by the statutes of the Commonwealth of Pennsylvania. -5- . ' 19. Anna Ruth Taft withdraws any claim for loans made to Mildred P. Bennett and William Higginson, Jr., prior to the death of the decedent, and Mildred P. Bennett and William Higginson, Jr., similarly withdraw any claims against Anna Ruth Taft for any loans made to Anna Ruth Taft prior to the death of the decedent. All parties acknowledge that no such claim will be made at the time of Audit or at any other time. WITNESS OUR HANDS AND SEALS AS OF AUGUST 31, 1970 -6- t . ~ ~ I ~ ...;;. ~ ' I' . ·-"' STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ SS: The within named Accountant 'oeihg duly sworn according to law, depose and say that the above account as stated is true and correct as ......... ..s.b~ .......................... verily believe~ • Sworn and subscribed before me this .... 2.nd .......... . THOMAS L. WALLACE NOTARY PUBLIC HARRISON COUNTY, MISS:. MY COMMISSION EXPIRES SEPT. 29, 19.1t Warshington County, ss: ... 0 ><i ....., .,....: ~ ::: s..: 0 -+-)! 0 0 ::s: <t1 o: I)! ><! r:q: r-i! ~ -i -:ti 0 :;;:: o: -+-)! C"'\! r-ij r:.1 Cl): 4-ti E-< r;j z: cu: I l <t1 Hi ~~ ~*I' E-< If d:. ~ "'i rn ..c:i r:.1 d! ...... "'! H: ~ -+->: ::c: ::s: •) ~ ~~ :>1! C"'\l Cl)\ ~ cui "'I H 1:11 a <! ~ oi •r.l 1 ~ 0 z -·- ' I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribe~ by Statute and Rule o~ Cou,rQ as evidenced by proofs thereof flied to No .. b.3 .. }0 ... 7'/ ................ . Witness my hand and official ,seal this ..... SO~----···· 10 ························-····---·--···-----19 _________ _ IL~---· --~---------------Register of Wills -1--' -1--' .... ~ ::: cd 0 ....., \F 1 ~ E D, 0 ~ f ::: Q) 0 ' 1>!>·~.-..<:I 0 -1--' 0 ~:t ~ l) 0 <t1 r:---1--' .... : I J I nu 1?. ? ,. '0 0 ;.,.·-( .,~:J Q) ... . ...., ~ ~ ~ Q) r-f Ul ~ Q) ~~ .... N RtH~ (' f,'l I >:>. ,I..,··-> •• L. -''' '~P'O t ,·I ~-.;·•. ~'"! L -1--' .EGIS r::q ~ 0 OF WiLLS ::: ~~ ~ •. t • 0 0 \r#.SH!NC:TO?J 0 " -PA. cd vu._ ~ :a -1--' ~ -~ Q) 0 Q) > ....., ..<:I ·1-i ~ ....., 0 ~ r-i ~ , '0 ~ <t1 "" b ...... . ~ ·;,r2 ._ ~ '] ----- ~ ~ } <0 ~ Y1 ...........:. s: ~ 0 ., r I .... ...,. .. :t_ __ ,. ~ ... ·-· ... ~ .).,. ,I ... -M..~ - -------~ -~------ The Court is respectfully requested to determine ' I .\ ' ~ ... OLIVER N. HORMELL ATTORNEY AT LAW 423 THIRD STREET CALIFORNIA, PENNA. 69-158 ACCOUNT NO. · 63-69-1341 FIRST AND FINAL ACCOUNT of ANNA RUTH TAFT, Executrix of the Estate of D!ISY HIGGINSON, deceased, late of the Borough of California, Washington County, Pennsylvania. THE ACCOUNTANT IS CHARGED AS FOLLOWS; l. Inventory and Appraisement filed 2. Rents collected: California, Penna. property Yuba City property 3. Refund -Blue Cross 4. Conversion of Real Estate: Consideration . • . . 1970 Taxes pro-rated Net Proceeds . . . . . . Inventory Value of Real Estate Loss from Sale of Real Estate $ 385.00 593~02 24,400.00 129.47 24,270.53 24,400.00 5. Interest on Certificates of Deposit, including August 7, 1970 $ 25,936.19 978.02 10.20 129.47 317.64 TOTAL ASSETS 27 '112. 58 (]_ RECAPITULATION OF ACCOUNT Assets of the Estate Credits of Estate Balance of Estate Balance consists of: Cash Furniture Total $ 27,112.58 2' 308.29 c 24,804.29 Q 24,576.54 227.75 24,804.29 / (...- OLIVER N. HORMELL ATTORNEY AT LAW 423 THIRD STREET CALIFORNIA, PENNA. 69-158 ESTATE OF DAISY HIGGINSON Anna Ruth Taft, Executrix CREDITS CONTINUED -Sub-Total from Page l 1970 Sept. l Angelo Cole & Sons-Conversion Burner for furnace in residence Total C.redits $ 2,094.20 214.09 $ 2,308.29 (!_'_ OLIVER N. HORMELL ATTORNEY AT LAW 423 THIRD STREET CAL.IFORNIA, PENNA. ESTATE PF DAISY HIGGINSON Anna Ruth Taft, Executrix C"'-, .... \.-rl --I"-· ACCOUNTANT CLAIMS THE FOLLOWING CREDITS: 1969 Dec. 12 Caleffie & Greenlief -Ambulance service and funeral of decedent $ 1,751.00 5 Russell Marino, Reg. of Wills - Probate Will and Short Certificates 23.50 9 · ·washington County Reports-Advert. Estate 14.00 10 10 10 18 Bell Telephone Co. phone Columbia Gas residence service California Water-Co. -service Cornell Insurance Agency -Insurance, Yuba City property 24 West Penn Power Co. serv1.ces 1970 Jan. 6 12 22 22 Feb. 5 13 16 17 25 March 5 April 8 8 8 24 June 4 Brownsville Telegraph .-Advert. Estate Borough of California ""' Sewage Treatment Columbia Gas -, services West Penn Power Co. -services Brownsville Golden Age Home -services to decedent Angelo Cole & Sons furnace service Columbia Gas service Washington Hospital -Bal. on account West Penn Power Co. -service Charles Pascoe -Garbage hauling Borough of California -Sewage treatment Richard Harkcom, M.D. -Surgical consulta- tion for decedent Cornell Insurance -Liability insurance for Yuba City property Albert DeVore, Appraiser for appra1.s1.ng personal property in late residence Charles Pascoe -Hauling garbage Sub-Total 28.22 5.42 8.97 53.00 4.04 9.00 14.70 5.63 7.28 31.00 5.00 6.41 0.50 4.33 16.50 14.70 15.00 33.00 40.00 3.00 2,094.20 \ Washington Colty 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. S, paragraphs (S) and (25). CouNTY OF WASHINGT~N} SS. STATE OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail legal periodical for said Washington County, published weekly hav.ing its place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASHINGTON COUNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ......... P..e~.e.m.l2~.r .... l.a .•..... ?.s..~ .... l.9..6.2 .................... . .......... ~.~~~.Y. ..... !..a ..... !.2.~9. .......................................... . 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 character of the publication no Uuo. ~----{Q--~ _.... Editor Sworn to and s .~~ ..... day of .. : ............... ; .................. ; ........... , 19 ... ?.9..! .... . ... £~ ... C. ..... ~~ .......... ~ Notary Public KATHERINE C. tJICHOLM, Notary Public Washington, Washington Co., Pa. My Commission Expires November 1, 1973 Esta.tices ~egister of wms has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • HIGGINSON, DAISY, Dec'd. Date of California, Washingto!l Coun-' ty, Penna. · Executor: Anna Rutb Taft, c/o Oliver N. Hormell, 423 Third St., California, .Penna. . .Attorney: Oliver N. Hormell 423 , Third St., California,· Penna. ' .. ~~., Proof of Publicaln of Notice~n Browlville Telegraph Undel' Act No. 687, APPI'oved l't1ay 16, 1929. State of Pennsylvania, County of Fayette ~.Cha.r.J~.g~ .... W .. ~ ... ~~-~~-~-~-~-¥..!.. .. ~~-~ .. ~ ... ~~!' &f the BROWNSVILLE PUBLISHING CORPORATION, of the County and State aforesaid, being duly sworn, deposes and says that the BROWNSVILLE TELE- GRAPH, a newspaper of general circulation published at 16-18 Bridge Street, Brownsville, County and State aforesaid, was estal.Jlished January 27, 1915 since which date the BROWNSVILLE TELEGRAPH has been regularly issued in said County, and that the printed notice or publication attached hereto is ex- actly the same as was printed and published in the regular editions and issues of the said BROWNS- VILLE TELEGRAPH on the following dates, viz: ....................................................................................... P.~-~-~~'!?-~-~ .... ~.?.-~----~-?-~-----~~!. ........................... A. D. 19 ..... ~.?. .. Affiant further deposes that he is an officer duly authorized by the BROWNSVILLE PUBLISH- ING CORPORATION, a corporation, publisher of said BROWNSVILLE TELEGRAPH a newspaper of general circulation, to verify the foregoing statement under oath, and affiant is not interested in the subject matter of the aforesaid notice or advertisement, and that all all()i~ns in the foregoing state- ments as to time, place and cha.acter of publicati~lJl!{J._~x ~1 -- . ESTATE NOTICE -. Estate of DAISY HIGGINSON l~te of the borough, of Califor- nia, Washington County, Penn. sylvania. · . ~ \ letters Tesfa~entt'ry upon the above· esj~t~l~W,g been gra_nted_. to,:~t!Je ~;;~~ersigned, not1ce. 1s h~~e.,by, Yg!Y.en to all !hose ~~debt.ed, t~ere}o to-make I rmmedlat~ayment •. and to all those having clail1}ior demands to pr~se'!llthem for settlement. ~Ruth Taft Executrix . I c!ofot}JOiiver N. Hormer 423 Third Street, ' California, Pa ' . Cliver N. Hormell · I I Attorney at Law 423 Third street ' California, Pennsylvania ~·=--------------- Brownsville PubUIIhlng Co~ Sworn to and subscribed before me this ......... ~-~-~----------· .. - day of.7 z:;? .. J.an1J.§..I'.X ...... :~-~--~-c;·-r~ ..... ?.9. · ........ /.~~-----l:l.~~g;~z;.~_~;.Y~-~~~ . MY COMM1Sti~ilru6tf& JAN. 23. 1971 Statement of Advertising Costs -II .... O.;t;i.~.e~ ... N ..... .H.a.rm.all~ ... ~.t.J!?.r.!?.~.Y. .... ~~----:!: a w 4 23 .. ·':P·h-l:!>d---S.t.P-e.e:t ...................................................... .. .. C.a.l.ttiQ;r.nlg_, .. ~-~-P.:P.:~.Y.-~.Y.-~-~-~-~---!2!±.~~-......... . TO BROWNSVILLE PUBLISHING CORPORATION, DR. For publishing the notice or publication at-9 00 tached hereto on the above stated dates $ ......... ~ ............. . Probating same .................................................... $ ...................... .. Total ................................................................ $ ...... 9..'-QQ ..... .. Publisher's Receipt for Advertising Costs THE BROWNSVILLE PUBLISHING CORPORATION, publisher of the BROWNSVILLE TELE- GRAPH, a newspaper of general circulation, hereby acknowledges receipt of the af9res<J.id notice and publication costs and certifies that the same have been duly paid. ··· BROWNSVILLE PUBLISHING CORPORATION, a Corporation Publisher of Brownsville Telegraph, a Newspaper of General Circulation ...................... .. By ...................................................................... .. ~tt :tlr~ Qtnurt nf Qtnmmnu JUras nf lfnsqiugtnu Qtnuuty ®rp4aus' Qtnurt ilinininu In the m111tter of the Audit of Account in Est111te of DAISY HIGGINSON 63 -69 -1341 No._:._:_ _ _:_.:....__::...::.....:...:::.__ _________ _ TO THE AUDITING JUDGE: Enter __ ___:m::.:...;y:...._ ____ .appearance for Anna Ruth Taft, Executrix in the above captioned estate, ____ ,day of ____________ ,, 19_7_0_ N. B.-Counsel shall, by separ111te paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate conctse state- ment in that regard. 69-158 / "" 0 Q) ..., Ol ..., "' Jil .s ..., :::= 1:- ;::! 0 <.) -0-<.) ~ :::> "" 0 <( ~ 1-t = ~ ~ ~ ~ :::+. :::+.· ~ ~ ~ 0 r;., ~ ~ .a-1-t ~ ~ ~ R GIS \[H Or ';JILtS ~J, S 1-\ \ N G 10 N C 0.. /l.. .In tl}t Q!nurt nf Q!nmmnu Jlru.a nf llunlJingtnu Q!nuuty. Jruu.ayluuuiu. ~rp~uu.a • <1!nurt, iliuininu ESTATE OF N 63-69-1341 o. __ _:_:::__;_:_-=..::::.=;___ _____ _ Daisy Higginson In the matter of the First and Final deceased. Account of Anne 'Ruth Taft ADJUDICATION AND DECREE And now December ; · Z3 , 191.Q_,, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof thflr:balance for distribution in the hands of the Accountant is determined to be $ 20,t2,:23e29 ·· and the account is accordingly confirmed; and it is ordered, aqjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. . / '. SCHEDULE OF DISTRIBUTION Balance per account ________________ _ Additional debit asked at audit Additional credit asked at audit 399.29 $25,203.58 4550.29 . I Balance'--------------------- Deduct Clerk's Costs & Receip'------------- Attomey ____ .::::O.:l.:i..:.v~e~r-:N~ • ...;H~o::::rm~e::.:l=:.:l~------- Redebit -Distribution and Advancement to Heirs, prior to distribution by the Court, 36.$0 Russell Marino, Agen~, transferihheritanee tax, 1206.82 Anna Ruth Taft, (Thomas L. Wallace, Esq.), daughter, 1/.3 res,idue, including ce.sh in ... the amount of $6469.99 and household goods and fur- nishings valued at $99.00, held in kind and dis tributed as such at.the value as ~hown, credit to be taken by the accountant for items of said household goods and furnishings valued at $99.00 a~vaned prior to distribution by the Court, 1 6568.99 Willia.m H. Hig&inson, Jr., (Tempest & Simmons, Esqs.), son, 1/3 residue, cash, credit to be taken by the accountant for funds in the· amount of $99.00 advaneed prior to distribution by·the Court, 6568.99 Mildred Polly Bennett, (Tempest & Simmons, Esq.) daughter, 1/3 residue, cash, credit to be taken. by the accountant for funds in the amount of $99.00 advanced prior to distribution by the Court, 6568,99 $20,653.29 $19,706.97 No bale,nee J 0 jJ ~ .... ~ ~ :I z ""' p :;11 _.. 0 ::r ~ c (I) (I) a 3 0 ..... .... 0 0 ~ .... fi t a ... 0 er .... ..... N = ::r (I) ~ = t:Y ~ ~ ~ ~ en 0 (/) <t _J a.. "-' ~·-....J - X: c._:-:: =--= 0 <...) C'_ .. Ll ... ,.-·""' ~ _. -.... ., ... c . rr }- I J ' <"..A :..:J ~!i --;-:L (.....) ,,, (/) - LU ':j --- c::l ...... :::::> <..• U') -~--6 a; I.J.J <( r-c::: ::: ' . POWER OF ATTORNEY KNOW ALL MEN BY THESE PRESENTS: That I, ANN R. TAFT, of 209 West Second Street, Biloxi, Mississippi, have made, constituted and appointed and by these presents do make constitute and appoint THOMAS WALLACE, Attorney at Law, Lameuse Street, Biloxi, Mississippi, my true and lawful attorney-in-fact for me and in my name and on my behalf generally to do and perform all matters and things, transact all business; make, execute, acknowledge and deliver all contracts, orders, deeds, writings and assurances, and instruments which may be requisite or proper to effectuate any matter or thing appertaining or belonging to me, including also but not limited to endorsing checks, cashing, checks, making checks, depositing all or part of checks, made payable to me in my name, entering into any safe deppsit box which may be held by me and extract therefrom the LAST WILL AND TESTAMENT OF DAISY HIGGINSON, with the same powers, and to all intents and purposes with the same validity as I could, if personally present; hereby ratifying and confirm- ing whatsoever my said attorney-in-fact shall and may do, by virtue hereof. IN WITNESS WHEREOF, I have hereunto set my hand and seal the &e:M day of November, 1969. OLIVER N. HORMELL ATTORNEY AT LAW J: 423 THIRD STREET , CALIFORNIA, PENNA. OLIVER N. HORMELL ATTORNEY AT LAW 423 THIRD STREET CALIFORNIA, PENNA. COMMONWEALTH OF PENNSYLVANIA ) ) ss: COUNTY OF WASHINGTON ) Before me a Notary Public, the undersigned officer, in and for the County and Commonwealth aforesaid, personally appeared ANN R. TAFT, who, being known to me, and being sworn, deposes and says that she' is the party referred to in the aforesaid POWER OF ATTORNEY, and that it does accurately express her intention to have THOMAS WALLACE, Attorney at Law, appointed as her Attorney- In-Fact. Sworn and subscribed before me, a Notary Public, this b .Z'A day of November, 1969. Notary Public· My Commission Expires: MARIEM M. NEll, Notary Putilie CALIFORNIA, WASHINGTON CO., PA. My Commission expires July 14, 1973 J l\unm i\11 ilru by IDqrsr Jrrsruts &qat wr •...... AnHaltT~~~!-~-~Ua~-r.~~~~¥i.l .... and .... JJ.n.1.t~g _____ S_t~.t.~~----~~-1.d~l.1.t.Y. ... ~.nd .... G.Y.~r.~.n.t.Y-... C o • all of Washington County, in the Commonwealth of Pennsylvania, are held and firmly bound unto the Commonwealth of Penn· sylvania in the sum of ...... ~~-~~.Y. .... f..~t'!.~ .... J.hQ.~-~~.mt ... P.Ql:J~r..~ ....................................................................................................... . dollars, to be paid to the said Commonwealth, to whi-ch payment well and truly to be made and done, we do and each of us hereby doth bind ourselves, our heirs, executors and admini-stratolls, and the heirs, executors and administrators of each of us, for and in the whole, firmly by these presents. Sealed with our seals and dated the ........................ day of ............................................... . in the year of our Lord one thousand nine hundred and ............................................................................................................................................ . Wqt <nnn~Uion of Wqia (@bligattnn ia ~urq That if the within bounded ..................... Ann ... R. •..... T.a.f.t ............. -........................................................................................................................... . Non Resident !Xecutrix ~---················of all and singular the goods, chattels and credits of .......... ~.!-~1 .... ~.!~~-!-~-~-~~---·························--········· deceased, with a copy of the -deceased's Will annexed, do make or cause to be made a true and perfect inventory of all and / / singular the goods, chattels, and credits of the said deceased which remain un111dministered, and which have. or shall come to the hands, possession, or knowledge of... ........ ~~-:r. ....... the said ..... ~~.C.~JtrJ~ ............................................................................................. . or into the hands and ·possession of any person or persons for ........... ~~!' ........ and the -same so mad-e, do exhibit or cause to be exhibited into the Register's Office, in the County of Washington, at or before the ............................ day of ............................................... . next ensuing, and the same goods, -chattels, and credits, and all other, the goods, -chattels, and credits of the said deceased at the time oL .. ~~~ ....... death, which remain una-dministered, and which at any time after shall coifie to the hands or pos-session of the said .. APP-.... B .. • ..... 'J'.~f..~ ................................................................ or into the hands or possession ·of any other person or persons Her ~d·-·alT .. as·~:ret~0 al'-~P t8dbteu1untf~n~~:f.n\.cc<g8:h¥r811aa'! \~et~Jr~'tft~tcta~tfe~}!ill4£a.m_ t~itrl tfdll of the dis+.-ribut.:ipns or. monev t.o be oaid ml.~ss both atzree to do so ~r he co_ur ~p?ro~es sil':lu ireceasetr;';ana further ao 'tnal.i:e or catJ..se to be made a true and""Just account oL .............................. sa1d admmtJstratwn at the e:x:piration oltfb!F<flEf§·fd.CStftthtJe~~~<J;fffiue of the said goods, chattels, and credits which shall be found remaining up-on the saidX~ ........... account, the -same being first examined and allowed by the Orphans' Court of the county of Washington aforesaid, shall deliver and pay unto such person or persons respectively as -the said Orphans' Court by their decree or sentence :pursuant to the true intent and meaning of the last Will of the said -deceased, and of the Acts of the, General Assembly ·Of this Commonwealth in such cases made and provided, shall limit and -appoint, ·and if i:t shall hereafter a•ppear that arJJy last Will and Testament other than the one herein mentioned was made by the ,said -deceased, and the executor or executors therein named do exhibit the same into the said Register's Office, making request to have it allowed and appl'oved accordingly, · h . Ann R. Taft 1f t e sa1d .......... : ......................................................................................................................................................................................................................... . within bounden being thereunto •required to render and deliver the said Letters of Administration, with a -copy of the deceased's Will annexe-d approbation of such testament ·being first had and made in the said Regi-ster's Office, and shall and -do at all and every time and -times hereafter ·clearly dis-charge and save harmless the Register of the -said County, and all other officers from all pers-ons having or pretending to have and right, title, or interest from the .said goods, chattels, -or ·credits, -then this obliga- tion to be void and of none effect, or else to remain in full force and virtue. ~rultb uub mrlitttrtb iu Jrr.atutt nf \ ........................ g~_Y. ... A~-----~98.~-~-~----·----·······--··--··········· ! '-=· ~tatrmrut nf ~urrty I, .................................................................................................................................... , surety in the sum of $ ................................................ on the administration bond in the estate of ............................................................................................................................................ , say that I reside at .................................................................................................... ,Washington County, Pennsylvania; that I am the owner of real estate, the title to which is in my own name and duly recorded, ·situated in .......................................................................................................................... , Washington County, Pennsylvania, worth above all encumbrances $ .................................................... ; and that I am worth the amount expressed in said bond, over and above my just debts and liabilitie•s. Street P.O. ~tatrmrut nf ~urrty I, ·········--··--·--··--··;············--··--·······---------------------·--···--·····--·····---··-----------------··--···--···--·;···• surety in the sum of $ ................................................ on the administration bond in the estate oL .......................................................................................................................................... , say that I reside at .................................................................................................... ,Washington County, Pennsylvania; that I am the owner of real estate, the title to which is in my own name and duly recorded, situated in ........................................................................................................................... , Washington County, Pennsylvania, worth above all encumbrances $ .................................................... ; and that I am worth the amount ex•pressod in said bond, over an>d above my just debts and liabilitie·E. Street P. 0. COMMONWEALTH OF PENNSYLVANIA,} ss· WASHINGTON COUNTY, . And now ................................ 19 ........ , comes ....................................... _ ........................................................................................................................... . who being duly sworn, says that he is acquainted with the financial standing of the sureties to the within bond; that the said obligors have each executed the said bond and that the sureties thereto are the owners of real estate in their own right of value more than the penal sum of .said bond over and above all incumbrances and exemptions. Sworn and subscribed before this .................................................. .. day of ........................................................................................ A. D. 19 ...... .. '"'= = = = ~ ..-i ~ r;.. .p 0 ::s ri1 C) E-< Cl) <11 ~ E-< rn I~ ri1 ri1 :r: CD E-< 't:l z ~~ ""' s:: 0 C7l s:l: ..-~: bO! tll): ..-~: :t:j p,i Ill: ..-tj t\1: A: ~ ri 0 .:: "0 .:: <11 I "0 Q) > 0 $-.. :::>. "" <11 "0 .:: 0 p::) -------------------------------------------------------·:..·----------··-----·---------_:::J-------::·.-:i.:! __________ _ ~ ;::::J C:::l )'--....-,-11 ;!"; en G':l c· t:::l :r -en ,.,, (/) '""" Z-i ::;-:) r:! ~ ••·j --I 0 ........ .r- :;::0 -;-; \" . ...., !"'\,) I I I ~'-' c~~; "': -o ·:"""! 0 -~ ... .. ::::: ::J C7l • r-:;; l""'i "''ll~ M :t:-(1)0 ..... ii: :::::: I"..) tl'l! O! t..O t\11 (!) b.O ol ~ 0 ~ CD ...., C7l ..... w Cl) ~ il; " "' t m! II o: Ml .!d 0 0 p::) -~ THOMAS L. WALLACE ATTORNEY AT LAW POST OFFICE BOX 552 505 LAMEUSE STREET BILOXI, MISSISSIPPI 39533 '432-7561 . Auquot. 13, 1970 Mr. Oliver Hormel.l Attorney at Lm-1 · P. O~·BQX 637 . California~ Pennsylva1_1ia . . .. Dear Ht.. Uormc 11: d. · Thank you for your letter of i\ugust ~~ 1970 ~itb. enclosur~~.. . I nota that you will-co-operate with'q$ ander any service you can toward the completion of the estat-e.--Jf(\_ a.ccopt this at face value and hope that this letter -vtil.l-n a loft<l ay to,.,ard • resolv- ing these matt~re. I w!~l trj• to.vp~ia n why .rs. T~~t acted as she did on my advice. . '·, ' 1 ' No request has ever been mad a c .uaoets of the estate be transferred outside· the ju f vla.shington County. ·ny .letter dated J\pril 15, 19 0, we ad that the funds-be placed in Federally ifi$Urcd savi a and an asso~iationn'to thc·ac~oUnt of Mrs.' .Ann T~ft, Executr of .• Eotata of Palsy Higginson. On April 28th and ori J a 4 d, we . :.1ain dire etc~ that the . asset~ o~ . the estate bn plac.c in th name of Hrs. Taft as Executrix and not in your namo as Tr tee. I. spite of the. requests of tho ~~acu-_ . trix, you continue _ ho tho· assets of the estate in you·r ·name. Consequently, nrs. my advice, "'ill not si911 t.~e inventory. and appraisement for property l<Thich you _have in your .posses• , sion. " I trish to· point out ·that I<trs. ·Taft has no ·quarr~l with Hrs. Mildred Bennett or Mr. Wil·liarn Higginson. from my file, I notice_ that you were •shocked and ;Junazed• at the attitude of ~tra. Dennett .in Novom-· ber, 1969. .... - Of course, Mrs. Taft is not plettned regarding the furniture., and she d.id not know· until your letter· of July 21, 1970. to J1r. and Mrs • . Olcott that the Olcotts .had. the furniture. · · -.; . . -' Mrs. Taft is likewise displeaaod because you loaned her funds in the joint savints account to .the estate ·and then later you_deducted from those funds a fee for services rendered to Mrs. Hiqqinson dur- -ing her lifetime, which fee should hava been filed as a claim in · the estate. · -:-r (Continued) • f I ~ , ' ' \ ' . :./ ', I . '··· - ·, ···• Page ~2· Mr. Oliver Hormell Attorney at Law California, Penn~tylvania ,.· ·- ,· We Clo not-know why you have taken tho pos~t1on you have,·so when yo1:1 failed to -.nsver my letter of·June 2 1 ·1970, your eJ12Ploy~nt _ an4 authority were terminated. Thie is,. not something tba~ wo ·wanted to dot but which became necessary because of your' attitude and in order to protect Mrs. ·Taft, who is ·responsible for tho · property. · t can'not underatl)lh4 why yOu, feel'· yMt· are· entitled' to a fee under the cireuJDStancea •. After all, Mrs~ Taft is ·charged with the a4• ministration of the estate, -not you. ·. Mr.' Gladden doea not wish to accept employment as he docus· not wish to become 1n17olved, and· I ·believe this \fill be·the ~ttitude·of any other lawyer in Waob1nqt.on County, Pennsylvania. · Why do.you not _ agree. to turn t}ie property over to Mrs •. Taft and .allOtt her to ad• ' · minister tho estate? If you will 4o that, Mrs. Taft and I oan · cOtae to Wa$hint]ton county, straiqhten the matter out, tile. the inventory and appr~~aoment, file·the final account and olean the mattttr: up~ . . . ~' .. . ·-~ . •' ~~ - This ie not a difficult estate. . t do n~t know whb. ia 'llaking it. , difficult. I too feel that' the whole matter should 'be kept .. on a profe,aaional level, and this is all I have ever attel'lpted to do. _ I feel that the of!lta.t, .hao not bt)en h.andled with ttispatoh, nox- profesaionally, and perhaps it is my 'fault. ·! am·w.l:llias·t~ ac- cept my share of tho blame if we can· just get. thia: thing finished~ \. . . ~SOMAS L. · WALLACE ~- TLWaann· coa Mildred P. Bennett William Higginson, Jr. · ~ie · o. P~rJt'er ~ lag;; yon. Guy Rodgers· · -. l "' f li. : ' I ! : . ~, • . . ' . ' .... j • ; ' ., . ,, .r . ' . . . ' .: ... ', _, * !'' .. I .. .... . .,_, ':.. .r ~ .. _, -\ .. I • . Jt ; 'l ·' < ' , ~ -. 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'· ··:~j ; . ~; . ~~ .. ,~ ... - 'l~~ ~;)'- ~Russell Marino ~ Registrar of Wills Washington County Courthouse Washington, Pennsylvania Dear Mr. Marino: - 5721 Raybel Avenue Sacramento, July 24, 1970 Re: The estate of Mrs. Daisy Higginson Upon information received from Oliver~~~~~~~~~ regard to a letter received from as the attorney for the estate ·. f state that Mr. Hormell has done the attention he has Mr. Hormell had been the attorney for Mrs. Higginson for over 20 years and until her death had her confidence. This is why she retained him as attorney in the handling of her affairs. Mr. Hormell also handled the transaction for the sale of her property to the Commonwealth of Pennsylvania and took care of her needs when she was in the hospital in November, 1969. Mr. Hormell has more background and knowledge of the estate and of my mother's wishes than any one person and should be retained as the attorney for her estate. I talked to Mr. Hormell several months ago stating that my sister, Mrs. Taft, should be dismissed as executrix of the will because I felt that he, Mr. Hormell, was handling the estate very satisfactorily as far as to detail and accounting of the estate. I felt my sister was incompe- tent to take over and to handle these affairs. My mother's final will read that Mrs. Anna Ruth Taft, daughter, William H. Higginson, Jr., son, and Mildred Polly Bennett, daughter, would share and share alike in the property. I feel Mr. Hormell has done a fine job in the handling and accounting of this estate, and I feel the asset funds should not leave the State of Pennsylvania and its jurisdiction. If the funds are transferred to the State of Mississippi, which seems to be my sister's intent, the estate would be handled in Biloxi, Mississippi, by a party unknown to my mother and by one who would not have the complete knowledge and history of her estate and of her desires and final wishes. / ... The estate involves property in both California and Pennsylvania and has been handled efficiently throughout by Mr. Hormell. My brother concurs with me in this decision. We both feel that the estate should be retained in the State of Pennsylvania and not complicated by invol- ving another and new attorney in a third state. We feel that Mr. Hormell is in the final stages and approaching a successful settlement of my mother's will. My sister has not complied with or carried out any of my mother's final wishes. Mr. Hormell had to obtain a court decision as to the final resting place of my mother's body as Mrs. Taft was proceeding in oppo- sition to my mother's expressed desires. This is only one of many instances when she acted in opposition to any action taken by Mr. Hormell, whereas my brother and I feel that he is the proper person to handle the property as my mother expressed her confidence in him by granting him complete power of attorney. My brother and I feel that Mr. Hormell should be retained as attorney for the estate until it is properly settled and divided according to my mother's wishes and should not leave the jurisdiction of the State of Pennsylvania. We wish you to know that we feel very emphatically about this. I plan to contact my attorney, Archie G. Parker, to proceed with any legal action necessary to maintain the assets of the estate in the State of Pennyslvania. cc: Oliver H. Hormell, Attorney at Law Mrs. Anna Ruth Taft Very truly yours, Mildred P. Bennett c:n CL. r .. -· (})<1; 0_10... ::Z:_I -:::::.::o , ..... ; :!; .. Cl : Lt. .. ---• ...: ·::> 0 . ..... i- ~s •. J r" J- .) if) ::r.: UJ c.? U) _:::; U.l < o:::c.:::;; ·-• . -·-----=;:ol tC~ I(J -,~ Mildred P. Bennett 5721 Raybel Avenue Sacramento, Calif. 95841 ·' ·-A I P, ~-f f, T T -~I>:.. • .ll .,.::--.,.?./ '"·'•1-..._ .. 1 •• 1.._ .,_.. .-., . .J o .,J erd:" ~ D--,, , __ :· ; .,..,. ... ··y· ·~ ... J_l v.a.0,;i "'~l.l. \-' ~-.:... ~ CERTIFIED ,, [~o222537~ ; .MAIL· RflURN RECEiPT r:,....,.....t~--,..... ...... ~"·t\ j~:tJ~u1·:.:, ~ t:U ·-.-?·.1 r-· r1of:T ttu --~ ,~.11 rilg, \; t!>,,j:' \,) I ,.., ..... _ ~-~~~\:,1 ~'<" .\ <-> p M . <:: ~ )::· IJ) 24 JUL """" ":;!. 107t) 1 / RUSSELL MARINO Registrar of Wills Washington County Courthouse Washington, Pennsylvania 0 4_[]o 'h l)>i ~, v ~~/!" A '-I "f!n .'' ·-"'< (' ,) l"! ~ Lj,'!j l, :: \ ···~ '~...._..;/ I,;- .~,.-·,.,. ,'':, __...... t:':T- ~ _._.;) \ ~ 'f """1--T ~ -·l I _ _.... THOMAS L. WALLACE ATTORNEY AT LAW POST OFFICE BOX SS2 505 LAMEUSE STREET BILOXI, MISSISSIPPI 39533 432-7561 September 3, 1970 Department of Revenue Bureau of County Co11ections.of Washington County Washington, Pennsylvania Gentlemen: Reference is made to my letter to you of July 21, 1970 regarding the estate -of Daisy Higginson, deceased. Mr. Hormell has been reinstated as the attorney for the estate. TLW:ann / 1. "_t ' . • IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. IN RE: ESTATE OF DAISY HIGGINSON, ~ Deceased. ~ .I )o Ol z z Ill II. i e BEFORE: l!l z i Ol <( ;o:- ti APPEARANEES: ii: 1-fll i5 .I <( ~ TIME: :I ., :a: t:,- tll ui ORPHANS' COURT DIVISION ) ) ) No. 1341 of 1969 ) ) ) ) HEARING ON AUDIT THE HONORABLE P. VINCENT MA.RINO, Judg of the said Court. OLIVER N. HORMELL, ESQ., of Washington, Pa·., representing the Accountant. Thursday, December 17, 1970, at 10:00 o!clock A.M., EST . J -~ THE COURT: Number 1341 of 1969, the estate of Daisy Higgirson, a: 0 II. Ill a: 1-0: :I 0 u .I <( dec e sed. The Executrix is Anna Ruth Taft and the attorney is Oli v'E r N. Hormell. Mr. Hormell? u MR. HORMELL: ii: May it please the Court, I am sure you will II. 0 recognize this estate. This is one in which Attorney Thomas Walla e from Mississippi was involved and Attorney Paul A. Simmons was involved and myself. We have something in the nature of a pre-au:lit conference with the Oour t some time ago, reached an agreement, which agreement has beeri filed and is of record in the Office of the Register of Wills. We now come to making the distribution. There ...:. ' . -------1 ~ z ~ .J >-Ill z z Ill II. i ~ C) z :r Ill < ~ ..: u it 1-!!! c .J < 0 Q :I ., £ Ill ui II: Ill I-ll: 0 II. Ill II: I-ll: :J 0 u ... < 0 ii: II. 0 are no problems in so far as the estate its elf is concerned. There s a sizeable list of additional debits which we have added to the Audit Petition;;in order to meet the deadline for filing the accounting and in order to comply with the agreement that we had, we added all of these in the Audit Petition, rather than on the accounting itself. Those total additional credits amount to $4550.29. Your Honor wil recall in that matter we had some assets which I had invested in certificates of deposit. There was some question about how this was to be handled, but th~ Court finally, working with us, made disposition of it. Now this certificate of deposit ·was a three-mon h certificate. And itssdue date was December 10, 1970. I sent it dow1 to the Executrix, that is to Attorney Wallace until December 1st, a which time he sent it through a Mississippi bank to a California bant~.. for depositing in the checking account. _But when I looked at it I ·." . . found that the Executrix had not signed the certificate as we had. instructed her to do. And the Mississippi bank didn't notice this. And it wasn't noticed by Western Pennsylvania until the day after it was due. So I immediately picked up the certificate, forwarded it by special airmail delivery to Attorney ·wallace, then called him, 2 .· told him what our problem was, told him I was returning the certif't:ate to them for her signature and advising him to hold up any checks wr ich we had made and had pre-dated to December 11 until we got that ba k. We have checked with Western Pennsylvania to see if it was return~d 3 ---------~--~r----------------------------------------------------------------------~------ I . directly to the bank. We called Mr. Wallace on December 15, but he was out of his office at the time, did not return our call. We tried againtto reach him December 16, but were unable to do so. It is my suggestion that the Court will direct this account to be closed subject to my receipt fromAttorney Wallace and the Executrix of the certificate so that it can be deposited and then the checks either z ~ issued or having been issued, honored. I don't know when he'll ..1 >-Ill ~ get it up to me. Ill II. ~THE COURT: Is there anyone else in Court at this time interested 1-~ z ~ in this decedent's estate? ~ ..: u ii: 1-~THE COURT: ..1 < ~ Court. :I ., % t: MR. HORMELL: Ill oi ffi THE COURT: 1-0: 0 ~MR. HORMELL: 1-0: :I 0 0 ..1 <( u ~ 0 ( NO RESPONSE ) · The audit of thiS account is oraered closed by th Subject to that provision, Your Honor. Yes. That is Jrue. Thank you very mu~·h, Your Honor. ~ (AUDIT CLOSED) e !MIJ 1 J...l I -...._ e ~· OFFICIAL COURT REPORTERS, 27TH .JUDICIAL DISTRICT, WASHINGTON, PENNSYLVANIA a i • i & t') • ! ~ • r f f ~ J ~ .. -o·O ~ g o.. a I a f: i l I : i v i f 0-e l1 p. 1i -r I i . f § t I Q c. n .,.. I ~ [.1 • • l .. ' I f i ~ Ji ;; r f{ 5" ~ 1 f) ...... = o· a 't ~ g ~ I' tt ! • f.f !; ~ J: i. i e ~ ~ ...... i _, n I ·_ i ! I : ~ g i I ~ St, J ;. ;;: ·=-t t!7f ·• I I !. o B 1: 11 ~ a a l e ~~ < .. I ! Law Offices OLIVER N. HORMELL California, Pennsylvania ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA In re Estate of DAISY HIGGINSON } No ... 63:-:69.-:l3Uof 19 ........ RECEIPT K.l'\JOW ALL MEN BY THESE PRESENTS That I, ~ITLDRED POLLY BENNETT ...................................... , do hereby acknowledge to have received from ..... A~na. Eu.tb .. Ti3.f:t., .... Executr.ix. . . . . . . . . . . . . . . of the Estate of ..... l!?::i-~Y . .l:l;i.,gg~Q.13.QP. ................. '($6.,' S '6if.' 9~eceased, the sum of $.~~ .. ';rh9)-\li>gl)9, .. f.:i. Y.e.. Hundr.ed. Sixt.y.~Eigbt.. & . 9.9/.100......... dollars, in full payment of the amount awarded me under the decree of the Orphans' Court of Washington County entered ... P.~9.~. gJ ....... , 19. 7.1, at the above number and year; and I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. In witness whereof, I have hereunto set my hand and seal at .................................... , this .. tj .. f:lr: .......... day of ........ ~~yo;} ............... A.D. 19.71 .. . . ~!?. ............... . Mildred Polly Ben ett j . -.~' Law Offices OLIVER N. HORMELL California, Pennsylvania ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA In re Estate of } 63-69-1341 No ................. of 19 ....... . DAISY HIGGINSON RECEIPT Ki'\JOW ALL MEN BY THESE PRESENTS That I, .... \Y~~~~~.I~. ~: .. I:f~Q~~N~9.~, .. VJ}• do hereby acknowledge to have received from Ann.&. R1,1:t.b .. Ta.:Ct., ..... E4e.cu.trix. ..... . .. . .. .. . .. .. .. of the Estate of ....... J??:;~Y .. J:I~gg~z:l~.<?n ................ "($6.,' 5.6g • ~9c;ased, the sum of .. S.ix. 'l'llousaod .F.i v.e. Hundr.ed .Sixt.y~Eigb.t. & . 99/lOD~.-:~r-.. dollars, in full payment of the amount awarded me under the decree of the Orphans' Court of Washington County entered .... I?~.C? .• .. ?.~ ...... , 19.7.9., at the above number and year; and I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. In witness whereof, I have hereunto set my hand and seal at .................................... , th;s Jb.6f ......... day of .•.. ·····~t·;;··· Jc~. 19:·:; j . C .:. 7 · · ·winram ·~s·an~: · · <"all ''~''~~·.C(._~/fGY~- c ~-f')j. • Law Offices OLIVER N. HORMELL California, Pennsylvania • ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA In re Estate of DAISY HIGGINSON } No ... ~~.-:?.~-:-!:~~:1: of 19 ....... . RECEIPT ANNA RUTH TAFT Kl'\IOW ALL MEN BY THESE PRESENTS That I, ...................................... , do hereby acknowledge to have received from .1\.NN.J}. .. ~lJJ::B .. 1'Al!''r.1.. )!:X~RTJ:J:B.U ....... . . . . . . . . . . . . . . . of the Estate of .......... D.AISY. HIGGINSON ........................ , Deceased, ~c the sum of ....... tJlt:Jl!l'IT.'7NINE .... Al\TD .. N.0/100 .... ($9.9 •. 00.1. .. -:-.-:-:-:-:-:-.......... dollars, in partial (*Appraised Value of furniture shipped to Biloxi) ~payment of the amount awarded me under the decree of the Orpnans' Court of Washmgton County entered .................... , 19 .... , at the above number and year; ana I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. I · h f I h h h d d 1 Biloxi Miss. n w1tness w ereo , ave ereunto set my an an sea at ................ ·'· .................. , November this ... 2.Qtl;l ........... day of/ ............. i~#~ .......... A.D. 19 .. 70 .. . . . . . . . /i.'r?&Y.d. .· ~d~.eo!) Annc\.:Ruth Ta/tvk(. 7 · · ' ~- .. Law Offices OLIVER N. HORMELL California, Pennsylvania ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA In re Estate of DAISY HIGGINSON 1 63-69-1341 No ................. of 19 ...... .. RECEIPT K..t"JOW ALL MEN BY THESE PRESENTS That I, Anna Ruth Taft ...................................... , do hereby acknowledge to have received from .... A:r:tn~ .. ~\l~lJ. .. TP..:ft., ... E.xe.cu:t.rix .... D • u· . . .............. of the Estate of ....... ~;J...~Y. ·-''·J.ggJ,.n~on ............................. , Deceased, the sum of ,qlX. ri;lQUS.AND. EOU.R .. HUNDRED. S.IX.TY-NINE .&, . 9-9/lQO .. (.~?.~ ~.~9 Jo?~rt in full payment of the amount awarded me under the decree of the Orphans' Court of Washington County entered ...... Uec.~. 23 .... , 19 .. '7-Q at the above number and year; and I do hereby authorize and empower the Register of Wills in and for said county to enter and file this receipt. -t:l ' . .. .. Form RCC-33 ~3 ~-9~ 12'1 I ; ' .... COMMONWEALTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ·.~ RESIDENT DECEDENT COUNTY OF ... W.A$JUN.GTON. ....................................... .. IMPORTANT: This return must be completed in detail and filed in duplicate, ·with will attached, with the Register of Wills of the County where decedent ·resided;-Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of ____ the _InlJ.eri tfince __ (in!f .E.~ tate ~ax A.ct of 19!)1.) . IN THE MATTER OF TllE·ESTATE OF } · AFFIDAVIT OF ____ QN~~:~~7!;~EP;~~:~::----------~ Late of ... C ................ Q ................... ~ ...... =--····--·······--··········------.. K .............................. , .............. County sta MISSISSIPPI . Co:.:.:-: : -: ---~~-~~=:~~~ };., .. ANNA :ft.V..T..B. .... T.AFT .......... ,.._ ................................................................. . Exeeutor of the estate o( the above-named decedent being duly sworn, depose s and sayS Decedent ·cUed ............ :P.~--~-~J.?l::>E:!.E ...... . (Month) _3 ., 19~~-----·•{r·testate .leaving a last will, _copy of which is hereto attached._} (llay) (Y.,..r) intestate ::ho:•N_a:l:let:oon:ir:e:s:p•o:n:d:er::::t.tth:o:u~led: ~oer} ....... Ql~ye.r. N. Jiqtme.U, ESq:tJ.i.:r.e. ..................... . 423. Third Street, .... California,. Pennsylvania, ... 15419 mailed. That as such Executor deponent is familiar with the affairs of said estate and the property con- (~;x.,cutor-Admini~trator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- ~ ~·. 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_DEC~DENT ... .. . 1'\1 u l'IJ .t!.j' . --- - --... .. ·--- That the contents of ~aid 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 att!l-ched h,ereto and made part hereof sets forth full v and in'·detail all the real property in the Commonwe~lth 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 :1-n the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons 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 date of decedent'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 statute or agreement they are designated as tax free, of. the United States, or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furntture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left bydec;!edent, together .with the fairly estimated market value thereof; all bonds and mortga~es held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value •thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable to the estate from life insurance polici·es carried by decedent; all annuit¥ and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest t)lereon 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. 69-158 ' ' _,. . ' • In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the· date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.· It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transfe~ee 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 copy of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 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, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Sc!>edule E attached hereto _and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions-paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of ~ .. death; taxes accrued chargeable for period prior to decedent's death (except. those_ allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the Summary. ~~i&---------- ... ?..Q.~ .... w...~.et. ... S .. ~9..QP..4. ... S.t.r.~.~t ............................... ~ ... -.. --- (Street Number) ...____....._____J?._i,;I,.Q~i ..... Mis.s.is.s.ipp.i...3.9.5.3.0 ....................................... .. · (City M 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 as~ets 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. THOMAS l. WALLACE ~--·_·· .. '';'!f1[.;~ NOTARY PUBLIC . ·~... . :i: HARRISON COUNTY, MISS. . · MY COMMISSION EXPIRES SE~ 2j1 D1J RCC-ll4 (l-64) CtlMMONWEAL TH OF PENNSYLVANIA DEP-ARTMENT OF REVENUE' BUREAU OF.COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEQENT ..... .... SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should ·be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number, street and street number, together wl th a general description of the property,·with a reference to the record of the conveyance by which the decedent took title; If a farm state number of a- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH Lot No. 7. Riggs A ddition to the Borough of California. W:shington County. Pennsylvania, upon which there is erected a two story double frame dwelling. !Or chain of title see Deed . j_ L{/l~ Book Volume 456, Page 435. STATE OF CALIFORNIA REALTY, NOT TAXABL ~ UNDER PENNSYLVANIA LAW: Lot No. 12 of Block Bon the map of Parkhurs Addition to Yuba City. Sutter County. California. Postal address of 548 and 548! Forbes Avenue, Yuba City. California. 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. (2) (3) DEPARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write In this space) 24, 400. 00 ;~ 24,400.00 RC:C-J·Jb -R I COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY Unit Cash in hand, Cash on deposit, Bonds and Mortgages, any interest in a Copartnership or Unincor- porated Business, Judgments, Royalties, Rights, Shares in Trust Funds, Leaseholds, Pensions, Promis- aory Notes, Claims, Insurance payable to Estate of Decedent; Annuity and Endowment Contracts; Corporate Bonds and Stocks, with Accrued Interest and Dividends Declared and Unpaid to Date of Death, Accounts Receivable, Jewelry, Wearing Apparel, Silverware, Hou•ehold Goods, Automobiles and All Other Personal Property of Every Nature Wherever Situate. (Property held jointly by decedent and another must be listed showing names and addresses of other Joint Own.ers and their relationship to decedent.) Values Checking Account, Pittsburgh National Bank California Office, in the name of D aisy Higginson Furniture f Ex~·f:Ult,r·Adruiniioitral.JJr mw~t lt,Utl ''E1-1tim:ftl·d 'M(jrk.-t Valw·" c:nlumr1 \o. 1 arHI c:arry tot:.d tfl t·t~lumn St~. I iu "Summary" tJll fl'\'l·rHI· hid1• tJf !'d1~dult! U.) (1) (2) DEPARTMENT ESTIMATED VALUATION MARKET VALUE AT CAUTION DATE OF DEATH (Do not write in this space) . 1,308,44 ~ 1,536.19 Note: This schedule must list all intangible personal property such as, castt in bank, bonds and mortgages, promissory notes, claims. insur- ance, corporate bonds and stocks, accounts receivable, interest in partnership, etc., even though physically located outside the Common- wealth at the time of death. As to tangible personal property (e.g., jewelry, wearing apparel, silverware, household goods, books, paintings, automobiles, boats, etc.) state where it was actually located on the day of the decedent's death. Tangible versonal property which is definite- ly established to have been physically situated outside this Commonwealth other than for a temporary purpose, is not subject to tax in this Commonwealth. In the absence of a. specific declaration as to actual situs, said property will be presumed to have been physically present within this Commonwealth at the time of death. C-8\!"MON'YEALTH 'OF Pi.\TNSYLVAN I A. T1UNSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "C" TR .. ANSFETI.S ( 1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no)~n~o~--- (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) __ n_o __ _ (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer ------ (b) State of decedent's 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) 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 val_u_a_b_l_e_a-nd--adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) -~n~o~--- (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) no (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others ____________________________________________________________________ ~----------- (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) ___ n_o __ __ (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no)_~n~o~--- (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) _____ __ NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION NONE Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) CCMMONWEI\LTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIOKS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Descrip.tion of Property, Date of Acquisition, Name l Unit Address and Relationship of Co-Owners, and Place Value of Record of Instrument, where Real Estate. ! percentage Estate Share Valuation REPORTED FOR INHERITANCE TAX PUF POSE~ ONLY: Savings Account No. 10377, Pittsburg National Bank, California Office, Mrs. Daisy Hggginson or Anna R. Taft, total ~).1 '! l,tf i 1Af\ .~ t ~ J ~ ..... • @2, 281.25, one-half taxable $1,140.62 o P~rte D F"E(3. tj-1 1 terf Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest . \1 d ·~ 0 0 N 0 J. :J ~: ! : ! S V 1!\ s lll"' J 0 iJ 3 .: ,~, I ~I J H o ~~~ >:! ''~ i ; -~ ·1: ::.: :;: :rJ :.: .• J r:' I U/.4 .. '. ...... . ( h ' .. . lttf.-33d.-RI C'Ol\1!\NJN\\',EALTH OF' PENNSYYLANIA TRANSFER I~HERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other wise, in estate) Mildred Polly Bennett 5721 Raybel Avenue Sacramento, California William H. Higginson, Jr. 2421t J. Street, Box 9225 Sac ram en to, California Anna Ruth Taft 209 West Second Street BllOXl, MlSSlSSlppl - .. -• SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH ' daughter yes ' one-third share son yes one -third share - -·--· da~ghter ves one-third share ·- ·-· - ···-· ·--· -----·· -· ... Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE NONE .. Will Administration t No. Year ........... . P.l< THE ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF DAISY HIGGINSON Deceased Late of ... calUQJ:'I1~Cl.. County of . Was}lin.:gton.: Commonwealth of Pennsylvania REPORT AND APPRAISAL "' .,...,_ =E -') --..J J OLWEfR-C~N. HORMEHL (f) yJ c.:: ~::2 -··-" :;A t'!:t>lm ey a -c-.!La w -(F) f#--. ~ ~ ~2m ~hi rd St re ~t;1 . Catif~ma. Pern'\syama_ :z: -·q ~.:.~419 ;:t::.:. ... ,-..... ..,.,_ -..... '-.,1~"' ._.a,. ~:::::a r-z "'o l>cn t.r1 (.0 ~ (Executor-Administrator must complete "As Reported" column #1.) c... 0 :o ~ '"d :::0 .... : ........... (!) (!) o ....... :::s ~ ;;~ ll) II "· ~ ::s :c+ <;; 0 ....... I( ::r' : -....... :s '"d ~ ('!) ~ ~ ~ .... ~ '"i 'o "' .g ll) 1-'• :<::'! '"d (!) 0"' crt-·<; .... .... ~ § :~ .g -<1: tr:1 () 'o.. ~ ~ ('!) : -<1: ll) .-t-!"0 .. P' :1-j (!) :X: :o -0 [).;)' ~- ~ 0 N· CJ:i. " !=0 1-' !"d '0 :ro c :1-i '"i : rl-'0~ oso m 'ro co: rn !"d V' :o 0 :1-i !:j :c+ ~:('!) c..c:::o.. ,....., :Q :1-1 Cll II • . c:: ~ ~ II I > ·-. :::0 :w-..-...-to<: : ,... Cl) Cl) Cl) .\J () () () : ::r' ::r' ::r' ::r ·• . . . : t?:J c) t:a > =~ :: : :: . - ~.00 -0 -0 -0 :rv..-... : ...... : , ...... =~> : ~ . ,. ·'" "' : ...... : :c:.n :~ :~: 'w :o~-:o: 'o:> : 0"' ,_ : . .. :• 0 ......_.. . o:>: : ...... 0::4. : rv: :c.o :o~ -0-0.00-0-0-0 \~~ : \. . ~~: ''" :~: : ~-~:~: : -\-~~-~ . ~ ·"\.o :h :~ s-·t-; .'-11 ~3- •f' •c:::. :;· : .• (": •"'-()~ ~Q R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ANNA RUTH I'AFT IN YOUR REPLY PLEA8E REFER TO 38..:.29-2 In Re : Estate of __ __;;.D~A:..::I:_S_;;;Y;_· ..:..:H:.::I...:..G...:..G..=I::.:.NS:;::....:..;ON:..:.___.,.-.-__ _ __,_ ____ , __ 'IA __ S_H_I_N_G_T_O_N ____ County _ File No. 63-6 9-1341 Dear Mrs. Taft: You are hereby notified that the original appraisement in the estate of Daisy Higginson has been filed in the office of the Register of Wills qf Washington County on September 14 , 19-2(). Said appraisement reflects the following valuations: Real Estate -~---=2=-4~,t..:4:...:0~0~. 0~0!it-- Pe rs ana 1 Pr ope rt y __ __.!...._.., ,5...,3~6u._.l._.Q...._ __ Jt. Held~-----------2~,z~s~l~.~z~s~--- Tatal _______ .~2~S~,~z~l~'-·~4~4~--- 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. j Date __ S_e __ pL-t.;...e.;...;m_b.;...e:;...:;r:.......:l:;:..4:....l,L..-::1::..:9;....:7..;::0:,..__ Signed~~~~~~~~~~~~~~.~~ ~~ Title W • R. CHANEY ER DATE OF DEATH: December 3, 1969 Note: This is not a bill. .... ~ R C C•39 ( 5-68) i - COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of HIGGINSON, DAISY DATE OF DEATH--=1:.._2_-_:_3_-...::...6...::...9_FILE NO. (Last Name) (First Name) (Initial) 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: ___ _.....9=-.... 1~4=-__._7_....0 ___ _ REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities . . . . . . . . . . . . . . . • . . . $--------4-- ESTATE TAX ASSESSMENTS $ _____ _.___ FOR USE OF REGISTER ONLY COMPUTATION OF.TAX Tax on $ --------~- Tax on $ ----------i-- Taxon $----------i-- Tax on $ ---------i-- 2% 6% 5% 10% 15% $ _______ 4---- $ _________ -4-- $----------4----$ ________ ~--- VALUE AS REAPPRAISED $,~-------+-- T axon$ _________ ~~- Exemptions========t=== Total Estate _______ ........_ __ TOTAL TAX $ ________ 4---- * $------------...:k---_ (*) As evidenced by Charitable Exemption Certificates issued ~y the Secretary of Revenue. Less tax previously paid $=====~== BALANCE $------+--- Less 5% of tax if paid within 3 months after death $======== Add interest at rate of 6% from ------to -------- AMOUNT OF ESTATE TAX ASSESSED $------+-- Estate tax paid $ _____ ........ ___ BALANCE DUE $--------~---- Add interest at rate of 6% from --------~10------$----------4-- TOTAL TAX BALANCE $ --------+---- PAID $------~-- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. -- l Will Administration ~ No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .. :OAI.SX 1-U:(}(}.l.NS()N .. Deceased Late of . . CALIFORNIA County of .. .. WA.$H1}~(}'I'ON Commonwealth of Pennsylvania REPORT AND APPRAISAL ;. ~ I I Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ----~-~-P~-~-~!?-~-~---J4..J .... J~.?9 .... • ... J· . DEPARTMENT OF REVENUE --. • RESIDENT INHERITANCE TAX COUNTY ................ W.~ .. $.b..i.n.g.tQ.R ........ BUREAU OF COUNTY COLLECTIONS . ' ················· HARRISBURG, PENNA. 17 12 7 APPRAISEMENT FILE NO .............. §.~.~ .. § .. ~.::J .. ~.4J .............. I ................... I I Whereas, ............ D.ais.Y .... H.i.gg.i.ns .. o.n .......................................................................... late of ....................... C..ali.f.9..rni.a .............................................. in the County of ..................... W~.$.h.i..ng:t..Q.n. ....................................................................... Commonwealth of Pennsylvania, having died on the ...................... } .... ~~---····· .. ·········· .................................... day of ............ .P..~-~-~~~-~-~---······ .. ········ .. ······· ... 19 ... § .. ~ .. seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................... W.., .. R..~ ...... C.han.e.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 Purpoaes $ REALTY: SP.P. ~nnv of' S~hP.dule "A" Attached t:o annraisemerrt 24.400 00 PERSONALTY: LSee CO'PV of Schedule "B" attached to a-o-oraisement 1.536 19 JT. HELD: See copy of Schedule "E" attached to appraisement 2.281 25 I ... " - . I . . ' . i ' .. :""' ' ~ . . ' ' . --.... '! . . . -~ ' Total 28.217 44 Having been duly sworn accor~~· I do hereb~~~~~ above appraisement is made in con- formity with law on this ......... ~ .................. day of·~·"'······~·~·· ...... ... 19 .. ;7-J ....................... ~ ........................... ~~7(" , Appr · ~ .. ·-;z_········· .. ·····-........................................................................................... ( r an et) .,.. -~:z:~o;;;., _ , Penna. ~ __. "' .... WASHlNG.'l'ON .. County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..... D.A.ISY .... Hl.G.Ql.NS.QN. Deceased. Late of CALIFORNIA Date of Death, Appraisemel!t Docket Vol., ............. 3..8 ................................ . Page, ........ 2.9~ .. 2 ....................... No. 6..3..~.6..9..~13.41 .... .. Filed in Register's Office,S..~.P~.~ .... +.4..J... .. 19 .. 7.9.. Amount of tax due, $ ................................................................... .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, • -l " ... • • Fonn RC,C-2 J COMMONWEALTH OF PENNSYLVANIA DATE .... D.e.c.emb..er .... 4.,. .... 1.97.0 ............ ...... DEPARTMENT .OF REVENUE RESIDENT INHERITANCE TAX .................. W~J:.9.hins.t.9..n ............... ._.. .... -COUNTY BUREAU OF COUNTY COLLECTIONS .......... HARRISBURG, PENNA. 7 7 7 2 7 APPRAISEMENT FILE N • 63-69-1341 0 ............................................................................................. Whereas, ............................................. Mr..~ .. ~ .... ?..~.~§Y .... ~.~e..e;~.~~.?.!.!: ................................. late of .......................... 9..~~.~f.?.~~.~~ ................................................. I in the County of ......................................... J1.a.shin,_~o.n .......................................................... Commonwealth of Pennsylvania, having died on the ........................................ ~.l~tr.4 ...................................... day of ............... P.~.?..~?..~E .................................. 19 .. .?Y., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ltl.H.CHANEY an appraiser duly appointed according to law, ....................................................................................................................................... , having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpous $ JT. SAVINGS ACCOUNT l/10377 held in the PITTSBUHG H NATIONAL "R,C.,T\TK r. AT .T'fi'()Rl\TT A ()F'F'T C:E r. ~\ T. TFORNIA _PA in the names of l'-1RS DAISY HIGGINSON OR ~lliS. ANNA R. TAFT. Opened 2-13-68.!_ Balance as of d<>te of death $2 2E3l 21) 2.2E3l 125 Total 2.2E31 25 " : --.. form~;v~~~h bl:e: ::~~sw~~~·. ~a~ o~e~~~.~ .. D:~~~ ... ~~~~~~.~.~.~~~.~ ... i.~ ... ~.~~e 1~~.f.o~~ .......................... kJ ....... R .. , ... ~~ .................................. ~~ ... ···················································· .................................................... .. .................................................... ............. W.. ............................ ,{Number and Street ) ................................ .................................. , Penna . \'{?:~!Ji.!l:~C?11 H 00 0 County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ....... . ~~s • .P.<:1..:i:~Y I:IJ.:gg:i:!l~ '?1:1. .......... . Deceased. Late of California Date of Death, ............. ;I-;?.:-?..:-.?.9. .......................................... .. Appraisemel!t Docket Vol., .......... .].8 ................................... . Page, ....... ?.9.~?. .................... No ....... ~2.::~.9:::-.l.:a.4.~ ...... . Filed in Register's Office, ........ P..f3..9. .. L .. 4 .......... J9 ... .70 Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, r·-1 • r-; ) r-, · · 1 I . ; ~ ·•··• I : 9 70 DEC 21 P!·~ 2 !9 HUS~;r~-~ l :.\i\1 H 0 1\ E G I S T t.f\ 0 r:· \'il L L S \~/ A S rl! N ;~ T 0 N G 0 . . P ;\ . } .1J-.., I Form RC C·10 OFFICE OF TME REGISTER OF WILLS OF _ _..W...,A ... S ..... H ..... I.,.N~G .... T~O ... N.a..__ COUNTY AND ~GENT 9F THE cOMMONWEALTH Acct. No. 63-69-1341 STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF . . . . . . . . . . . . $ ... DATE APPROVED ....... . Register of Wills, Ageot I ESTATE OF DAISY HIGGINSON . LATE oF Borough of Ca~ifornia, Wash. Co. , Penna. DATE OF FILING APPRAISEMENT ! ' Se~t 14 1970 OATS: OF DEATH • ! Dec 3 1969 DATE NO. OF NAM& OF PAYEE REMARKS AMOUNT VOUCH"" 191 9 Ambulance serVl.ce and Dec. 12 Caleffie & Greenlief funeral of Decedent 1751 00 5 Russell Marino, Reg. of WilJ s Probate Will & S.C. 23 50 9 Washington County Reports Advertising Estate 14. Po 19' Jan. 06 Brownsville Telegraph Advertising Estate 9 00 Feb. s Brownsville Golden Age Home Services to Decedent 31 00 17 Washington Hosp~tal Bal. on account 0 50 Apri: 8 Richard Harkcom, M.D. Surg. Consult. -Decedent 15. PO 24 Albert DeVore, Appraiser App. Personal Property 40 00 Sept 14 Reg •. of Wills Filing Inventory 4 CXID . Dec. 11 F. J. Buckley Agency Admin. Bond 135 00 Quinet Monument Gravemarker 180 QQ) Thomas L. Wallace, Esq. Expenses for trip.from Miss. 402 25 Anna Ruth Taft ~as per· agreemenlJ 1 Legal e~penses of Decedent 331 46 prior to < lw~~hin{:tton Countv Renorts eath paid by Mrs. Estate Fee Taft 10 00 Western Penna. National Ban1 -Estate checks 2 09 Reg. of Wills.; Filing Account 16 00 Oliver N. Hormell, Esq. Estate's Attorney Fees 1719 49 Anna Ruth Taft Executrix' Fee 1031 69 Anna Ruth Taft -Reimburse for payments made·for 70 00 Decedent; AmouTar ce serv • .Mea~c~ne, e~erv~ces - Total .. 5785 98 ~-eV(~ '" S'd .. -nn'1"C\OTnnT· COMMONWEALTH OF ~X9(~ }••: COUNTY OF Har::r:ison I, Anna Ruth Taf::t HEREBY CERTIFY, THAT. TO THE BE8T OF 1\olY KNOWLEDGE AND BELIEF, THE FOREGOING IS A Jl.!ST AND J'RU E. STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION suBMITTED To THE ESTATE oF Da~sy H~gg~nson DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. -d. a ~ a ~. ,$? __ /(_.1Md , C::.d ~ <L. s> At;.RN AND1sues_cRIB~EFoRE ME TL 0 DAY OP' Anna Ruth Taft 7 .... ~.,., ~ ,..--... 112.:!!._ ~/ /~ ( /"/',_,.. /1-tJ_ ..A~ THOMAS L. WALLACE / ;--._, ., ........ -, d../, v " ~ NOTARY PUBLIC HARRISON COUNTY. MISS. . 69-158 MY COMMISSION EXPIRES SEPT. 29, 19Z2j ;.: ,.