HomeMy WebLinkAboutOC1969-1351 - ESTATE OF STEELE)
PETITION SUR AUDIT ·. Testate Form J
IN THE ORPHANS' COURT OF WASHINGTON COUNTY
FLOSSIE N. STEELE Estate of .................... ---·····························-----·-··----·-··---------No ........ }.~~-~-~-~}-~-~--------···--·--··---··------······-A A
Fiduciary .... .9J~-~~:D:9~.--R~~---N~J§_Q:n., ............. .
Executor .............................................................................................................................................................
Deceased
Date of , . Date of
Decedent's death ...... !?-~9-~-~-~:r; __ } .t. _)._~_ey-~ ___________ ----------Grant of Leltte rs .... !?.~~~-~-~:r; .. J.~.J ... J~.9-~ ...... -----·. -----.. .
This is the .......... ~~E.~!:--~-~~---~-~-~~-~---····················--···---acc~unt filed in this estate
If there have been former accounts filed in this estate, list file number or nurr~ber and term .... ,----------·-··-----------------
None
Election to take Date Election Place of;
Under or Against will. (cross out one) Filed ----------------------------------Record -----------------------------·
No surviving spouse Name of surviving spouse·--·-··-··----------------------------------------------------------------o· ... -:-:-.~-----------------------------------·-----------------·-·---·
List issue, where material:
I
'' ,_. ·Not material
... ..
Did decedent marry after execution of will? (indicate) ~~-No. Any children born after execution of will? (indicate)
~-~.No. If answer yes, name the·m·----------------------·-······-------------------------------------------------------------------------·-----------------------· .....
' .......................................... ··----~-·----.............................................................................. -------.. ---------....... --------.......... -----·'=' .................................................................................. --.... ------------..... --........... ---.. .
Legatees Relationship Interest Fiduciary, if deceased or not sui juris
Helen C. Lewis Daughter 1/7 residue
Donald E. Nelson· Son 1/7 residue
Fairy A. Barrett Daughter 1/7 residue
Mary Jean Rhodes Daughter 1/7 residue
Roselia Flo Stone Daughter 1/7 residue
Jerry Lee Nelson Son Devise,Bequests and 1/7 residue
Clarence Rex Nelson Son 1/7 residue
List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause:
No exceptions.
If partial intestacy, give facts:
None.
Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled
to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account
and of call of audit? Yes. l)t~x
If any exception give cause: .... N9 ... ~.:K~_e.p_tion.s_. ________ _
File copy of Notice
~nd datetDf rna iIi ng ... N.Qt.:i. Q~--.o.f. .. Audi :t .. .mai l.ed. August. .. 25 T---19.7.0.,. --GGP.Y. _. ;b.ei.pg, _ .enc ,Lo s.ed.,., _., llerew1 h. · ·
Is estate subject to the filing of a Federal Estate Tax Return? ............. ~~-~---···············································-······----·······
Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .... ~~~~-! .••..•.•.•••••....••••..•...•.••..•••..••••••
If the Will makes any portion G>f estate subject to a life-estate1 give name and birth date of life tenant ..................... .
·························-·······-················-········-~~!?:~.~---···-··-··········-···--·--·····-·······-····---··················-··-·----·········----····-·-··-··-·-········-·
Give Names and addresses of aH unpaid creditors who are legally entitled to notice/ together with the amounts
of such claims; state whether they are admitted to be correct; and whether the claim is denied.
None.
Give reference to such parts of the will as require interpretation l:)y the Court; a reference to all questions re-
quiring adjudication/ and a statement of any other facts deemed necessary for the preparation of the adjudication: \ '
None.
Balance for distribution per account,
Itemize any additional debits not shown by account: $ . .:!-.~.l-~J-.9 .. ~.~.2 ............ .
Rent
Gas royalties
Total additional debits (Add)
Itemize any additional credits not shown by account:
Sherif~ of Marshall County, w. Va. -taxes
Total additional credits (Subtract)
45.00
8.37
$ ................................... .
$ ... :.~.':. ... :::-...................... .
53.37
14,664~33
9.94
Balance for distribution $14,654.39 ... ..J...:' .... ., ....... _~-.. -~u. ................ ..
If balance for distribution is not in cash/ list each item held in kind/ giving appraised Value (or distribution Value);
7R~al tY': : ,
(a) Part Lot No. 11, Block C in Shir1s Second Addition to Washington
in Second Ward of Washington"known as 120 1/2 Church Street. $3600.00
(b) Tract in West Finley Township containing 54 Acres, 25 perches
(c) Undivided 1/3 interest in two (2) adjoining tracts in West
Finley Township containing 54 Acres, 25 perches and 29.29 Acres,
respectively
Balance in cash.
3500.00
2000.00
· None claimed.
If Family Exemption claimed by Petition, give place of Record:·-------------------------------------------------------------------···············
If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ............................................... .
None claimed.
List any advancement or distribution on account that has been made, and nature and amount of same:
None.
Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections
to take in kind if balance is not in cosh: residuary shares being stated in proportions:
After payment of audit costs and Pennsylvania Inheritance taxes, balance be
awarded as follows:
~·~ . Residence property at 120 1/2 Church Street, Washington, Pa. appraised ,\t~' t $3600.00 together with household furniture appraised at·$285.00 to son,
Jerry Lee Nelson, under Item 2 of Will (See legal description attached hereto).
2. Undivided 1/3 interest in oil and gas in andJ~~erlying 2 contiguous
tracts of land in West Finley Township containing 54 Acres, 25 perches and 29.29
Acres, respectively, as more particularly gescribed in Deed Book 631 page 646
unto Jerry Lee Nelson, son, under Item 3 of Will.
f'(...~,M
3. All oil and gas in and underlying tract of land in West Finley Township
containing 54 Acres, 25 perches as more particufarly described in Deed Book
_10Q9 .~ge 508 together with oil and gas rentals and royalties therefrom to
rJerry Lee Ne!Son, son, under Item 4 of Will.
4. Balance in checking account in Mellon National Bank, Claysville, Penna.,
appraised at $2792.81 to son, Jerry Lee Nelson, under Item 1 of Codicil No. 2
to Will.
5. Residue of estate including tract of land in West Fjnley Township
containing 54 Acres, 25 perches and the undivided 1/3 inte~est in the two (2)
contiguous tracts in said Township containing 54 Acres, 25 perches (appraised
at $3500.00) and 29.29 Acres (appraised at $2000.00) ,-respectively, in equal
shares unto decedent's seven (7) children, namely: Helen C.· Lewis, Donald E.
Nelson, Fairy A. Barrett, Mary Jean Rhodes, Rosella Flo ~tone, Jerry Lee Nelson
and Clarence Rex Nelson. (See legal descriptions of said tracts of land
a tt.p.ched h~rewi th. ) ·
COUNTY OF WASHINGTON, SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
sworn ·
being duiY----··-·---·---··------~---·-·········doth depose and say
that the facts set forth in the fo-regoing petition are true
to the best of ........ ------~-~-~---······--knowledge and belief.
And your petitioner will ever pray, etc.
~~\,;;,. .................................................. ~.":'--·-···············----······· .......................................................... ..
Office
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1969-1351 A.A.
No. ----------------------------------------------------------
Estate of FLOSSIE N. STEELE ------........ -.... -------... ----....................................... --------........... --
Deceased
Fiduciary ..... 9.~l::\g~-N~-~--~f5: ___ ~-~~_$_Q~-'------
Executor
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following/ in· conformity with Court Rules
adopted effective December 31 1951 1 being
rule No. 9: ;paragraph b-e; and divisions
thereof: show~n on pages 23-24.
1. Written :J:>raecipes of all Counsel in the
case. ·:
2. Copy of order appointing Guardian ad
litem1 if pertinent.
3. Copy of Order appointing Trustee ad
litem1 if pertinent.
4. Proof of service of above.
5. Letters Testamentary or Administration
C. T. A. or an attest copy of WilL
6. Copy of inventory and appraisement.
7. Proof of advertisement of grant of letters
if not filed with account. ·
8. Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9. Signed and itemized elections if any
distribution in kind.
10. Copy of Federal Estate Tax return if es-
tate is subject thereto.
SHERMAN H. SIEGEL, ESQUIRE
Attorney
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SHERMAN H. SIEGEL
ATTORNEY AT LAW
WASHINGTON, PENNSYLVANIA
WASHINGTON TRUST BUILDING
IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA
IN RE: · )
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ESTATE OF FLOSSIE N. STEELE,
deceased
1969-1351
DXXO£KXXXXXXXKXX
To
Mr. Clarence Rex Nelson
344 N. Franklin St.
Washington, Penna. 15301
NO.
NOTICE OF FILING ACCOUNT AND AUDIT
PLEASE TAKE NOTICE that the Account of Clarence Rex Nelson,
Executor of the above captioned Estate, has been filed in the
Office of the Register of Wills of Washington County, Pa. , at the above
Number, and that the same will be called for audit before the Orphans'
Court at_ Washington, Pa., at the Session of said Court beginning Tuesday,
Sept. 15, 1970 at 10:00 o'clock A.M. , at which time and place
you may appear and be heard, if you so desire.
SHERMAN H. SIEGEL,
Da~ed at Washington, Pa.. Attorney for Accountant.
August 25, 1970.
P. s. Copy of First and Final Account enclosed herewith.
Notice of Audit and copy of First and Final Account mailed August 25,
1970:
Mrs. Helen C. Lewis
~r. Donald E. Nelson
Mrs. Fairy A. Barrett
Mrs. Mary Jean Rhodes
Mrs. Rosella Flo Stone
Mr. Jerry Lee Nelson
Mr. Clarence Rex Nelson
244 N. Franklin St.
Washington, Penna. 15301
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10527 Alexander Avenue
South Gate, California 90280
180 Erskine Ave.
Youngstown, Ohio
3646 E. 6lst St.
Huntington Park, Calif. 90255
44 Hortenz St.
Uniontown, Penna. 15401
101 High St.
Washiggton, Penna. 15301
849 Henderson Avenue
Washington, Penna. 15301
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KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid
on the 16th. day of December A. D. 19 69, 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 ~{Pennsylvania,
the last Will and Testament of
FLOSSIE N. STEELE
late of Washington in the County aforesaid, deceased,
(a true copy whereof is to these presents annexed), was duly admitted to probate; and
Clarence Rex Nelson
the Executor 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
Clarence Rex Nelson
committing unto him the administration of all and singular the goods and
chattels, rights and credits, which were of said deceased, and requiring him
to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety
days from the date hereof, and to render a just and true account of said administration at the expiration
of six months from the date hereof, and to reg~rd and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal
of said Office at Washington, this 16th.
day of December in the year. of our Lord one thousand
nine hundred and sixty-nine
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Reg~ster
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jl I 1 FI.DSSIE N. STEELE ~~ • . e • -9 of R. D. 112 9 Triadelphia, Vvest Virginia,
I; b · -r d · d 1: eJ.ng o_ sou:tt mJ.n , memory and UJ:K1erstanding, do hereby make and publish this -ti :I
Ji my !ust Will and Testament, herebJ revoking all Wills by me at any time hereto-
It
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I direct that my Exec:utor hereinafter named shall pay all il
H of my just debts and funeral expenses as soon as convenient after rrry decease.
II ITEM 2: I give, devise and bequeath unto my son, Jelr'ry Lee Nelson, H II my residence property wherev-er the same may be located, together w·ith all the 1i .
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li household furniture and furnishings located therein,.
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ITEM 3: I give and bequeath unto my son, Jerry Lee Nelson, rrry
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undivided one-third (1/3) interest in the oil and gas underlying the Nelson II ~
11 farm in ·vvest Finley Townsh_ip, Washington County, Pennsylvania, containing II 11
ll 83 Acres, more or less, and all oil and gas rentals or royal ties therefrom,. " !i " !i H I give, devise and bequeath unto my said son, Jerry Lee
if 1 h !i Nelson, a 1 t e oil and gas in and under]ying my farm in ·vvest Finley TO'trnship,
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l! Washington County, Pennsylvania, containing 54 Acres 25 perches 9 more or less, I· d
Ji together ·with the oil and gas ·rentals or royalties therefrom& li II 1/ il
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ITEH 5: I give and bequeath unto my said son, Jerry Lee Nelson,
li my savings accounts in aey bank or savings institutions that I may own at the 'I li
1! time of my death. II il p· ,,
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ITEM 6: Should my son, Jerry Lee Nelson, predecease me, then and
in such event, I revoke the above devises and bequests and in such event, I r
;; make the follovring disposition of said property: I,
'I I! !I (a)
!! ,Jrc, the su.m of '1\vc h1.1;dred Hn.d no/100 (~200.00) dollars to be pa.:Ld to him •)\ ~ when he reaches the age of twenty-one (21) years. In the event my said
I give and bequeath unto ll_lY. grandson, Jerry Lee Nelson,
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;i grandson shall be a minor at the ·time of ray death then I hereby name, consti tu.te -f and appoint my son, Clarence Rex Nelson, as Testamentary Guardian of said
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mj~or, to receive said legacy and invest the same and deliver the legacy with
its accumulated earnings to my said grandson when he att.~ins the age of
li ( ) 1 twenty-one 21 years<>
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(b) The remalnder of said bequests hereinabove provined for,
I, II I give,. devise and. bequeath in equal shares unto lltf. four daughters, viz:
j! Helen c. Lewis, Fairy A. Barrett, Mary Jean Rhodes and Rosella Flo stone;
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!I provided, however, that in the event of ·bhe death of any of my said daughters
l! lj before me, then the share of such deceased daughter shall go to the n,-uned !. ii H surviving daughters o q
II i! jj ITE1.~ 7: All the rest, residue am ranainder of my estate I
!I! direct. my Execu:~or hereinafter named to sell and convert j.nto cash and I hereby ' !
p give, devise and bequeath the same as follows:
II \ · (a) I give and bequeath unto my daughter, Helen Ce Lewis, the
~ p;;t,! of Two l!unl red and no/100 ( ~200, 00) dollars ,
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(b) Whatever remains of said residue, I give and bequeath in
equal shares unto my seven children, ·viz: Helen c. I.evds, Don E. Nelson,
Fairy A. Barrett, Mary Jean Rhodes, Rosella Flo Stone, Jerry Lee Nelson and
Clarence Rex Nelson; provided however, that in the event of the death of arry
of my said children before me, then the share of such deceased child shall go
!l to the named surviving childreno
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LASTLY: I name, constitute and appoint as Executor of this my Last
Will and Testament, my son, Clarence Rex Nelson, and direct that he shall
not be required to furnish bond in any jurisdic:tion in which he my act.
IN WITNESS VJHER.EOF; I, FLOSSIE N. STEELE, the Testatrix9 r...ave unto
this nzy-Last Will and Testament, set my hand and seal this the 13th day of
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11 August, 196h.,
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Signed, sealed, published and declared by the above named FIDSSIE N. STEELE,
as and for her Last Will a.r..d Tes~ament, in the presence of us, who have here-
II !I of the said Testatrix and of each
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CODICIL NO. 1
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I, FLOSSIE N. STEELE, of R. D. #2, Triadelphia, West Vir g:inia,
do hereby make and publish this as Codicil No. 1 to rrry last Will and Testament
ii
if dated August 13, 1964.
11
// I hereby revoke completely I'I'EM 6 (a) of my said Will wherein
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I bequeathed the sum of Two hundred and no 100 ($200.00) dollars to my ,: I!
lj ' !i grandson, Jerry Lee Nelson, Jr.
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;: In all other respects, I hereby ratify and confirm my said Will j·
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dated Au~st 13, 1964.
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IN WITNESS WHEREOF, I have hereunto set my hand and seal this
day of November, 1964.
Signed, sealed, published and declared by the above-named FLOSSIE N. STEELE,
as and for Codicil No .. 1 to her Iast Will and Testament, in the presence of
us, who ha:ve her~unto subscribed our names at her request as witnesses thereto,
in the presence of the said " Testa;trix....-a~d of each other. e/
fA . ~( ~/ l t~uttll\ , /Y'r 1 --LtA1 c .. !/
v '+-_ WITNESS ~~~--------------------------~.--~;---
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CODICIL NO.· 2
I, FLOSSIE N. STEELE, of R. D. #2, Triadelphia,
West Virginia, do hereby make and publish this as Codicil No. 2
to my Last Will and Testament dated August 13, 1964.
1. I he:reby supplement Item 5 of my said Will
.. by bequeathing to my son, Jerry Lee Nelson, any checking account
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,that I may own at the time of my death an addition to any savings
. accounts.
2. I. hereby revoke Item 7 (a) of my said Will
'wherein I bequeathed the sum of Two hundred and no/100 ($200.00)
·dollars to my daughter, Helen c. Lewis.
,:
,. In all other respects I hereby ratify and confirm
'my said Will dated August 13, 1964, and Codicil No. 1 dated
. November 17, 1964.
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IN WITNESS WHEREOF, I have hereunto set my hand aDd
.seal this · ~7
I day of September, 1969.
.Signed, sealed, published and declared by the abovenamed, FLOSSIE
N. STEELE, as and for Codicil No. 2 to her Last Will and Tastament
in the presence of us, who have hereunto subscribed our names at
her request as witnesses thereto, in the presence of the said Testatrix and of each other.
WITNESS
Ja~_~_,__i_.;:.·~~-._·· ._ •. :f3=-·-·_·A-·k_Q........,b'--~-~--__ WITNESS
I I I t
-i\ffibnuit ®f 1-Exrrutnr ®r i\~ministrntnr
j!ltatr nf Jruuayluauia. ~ ss:
C!J.nuuty nf Baaqtugtnu \
Personally before me, the undersigned authority, a ....... NQ:t.aJ:".Y. .... P..ub.l.i~ ............................. ..in and for said
County and State, appeared .......... C..l.e.r..~.n.s;;g.,,,:B,g:o; ... N~.l.§.Q.tl: ........................................................... who, being duly
sworn according to law, deposes and says that he is the executor KlX~MlKtXalNr of the estate of
.~.~9..~.?..~.~ .... ~ .. ~ .... :§.~~-~-~-~ ................................................................. deceased, that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of.. ....... li!.los.si.e .... J'>1 ........ s.t.e.e~e. ....... ,
deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each
item made by the above named Executor ~~~
. aa··· ~~~:~~5:.~:~~:~!~--~~~~X .........
MARGA ET BAiLS,·:~-;; PubliC ADDITIONAL INSTRUCTIONS .
My ~~;;;;--~'~;t7Weftled within three months after appointment of personal representative.
2. A supplemental mveritory must be filed within thirty days of discovery of additional assets ..
3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33,
Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2
lluurutnry aub 1\ppraisrmrut of the goods and chattels, rights and credits which --I
were Flossie N. Steele City of Washington, of ..................................................................................................... Jate of .................................................................................... ; ............... ..
Washington County, Pa., taken and made in conformity with the abave affidavit.
PERSONALTY:
Cash ln Decedent's residerice
Balance checking account Mellon National Bank (Claysville
Office)
Manufacturers Light and Heat Co. -Royalty check on Lease
No. 26005
Blue Shield -reimbursement of medical expenses
Household furniture
Total
REALTY:
(a) P~rt Lot No~ 11, Block C~ in Shirls Second
Addition to Washington (Plan Book 1, page 93) in Second
Ward of Washington. UPON WHICH is erected ,a dwelling house
known as 120 1/2 Church St. For legal description, see
Deed Book 1305 page 246.
(b) Tract of land in West Finley Township adjoining
DOLLARS
170
2792
24
189
285
3461
3600
property now or formerly of E. L. McGuier Heirs, Jennie Wol ,
Nellie Clutter and W. E .. Nelson ccintaining 54 Acres, 25
perches. EXCEPTING AND RESERVING the Pittsburgh coal,
mining rights, etc. SUBJECT to oil and gas lease. For
legal description, see Deed Book 1069 page 508
(over) 3500
t~J r
CENTS
81
81
00
00
00
62
00
00
I ' ·~.~
(c) Undivided 1/3 interest in two contiguous tracts
of land in West Finley Township, Washington County, Pa., containing . '
54 Acres, 25 perches, and 29.29 Acres, respectively, adjoining
lands now or formerly of Isaac Whiteman, C. L. Miller, Virginia
Hayden, C. R. Nelson and E. Jenkins.· EXCEPTING AND RESERVING
the Pittsburgh co~l,-~ining right~, etc. SbBJECT to· oil and gas
lease. For legal description, see Deed Book 631 page 646, being
deed from W. E. Nelson. to Clarence R. Nelson. The said Clarence R.
Nelson died intestate leaving to survive him, Flossie Nelson, his
widow, (being the decedent, Flossie Nelson Steele) and seven
children, the interest vesting in the decedent being an undivided
l/3rd.
Total
MEMORANDUM OF REAL ESTATE OUTSIDE COMMONWEALTH OF PENNSYLVANIA~
.-
House and lot in Tr~adelphia, West Virginia -valuation $5, 5-oo·. 00.
I
2, o·oo. oo
$9,100.00
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY, ~ SS:
The within named Accountant being duly sworn according to law, depose sand says that the above account
he
as stated is true and correct as .......................................... verily believe.
Sworn and subs<:;ribed before me this ........... ?.~!:~ .. ~---~---~---· / ,~
Wa1shington County, ss:
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I do certify that I have given legal notice t'O all persons
concerned of the filing of the within account in the manner
prescribed by Statute and Rule of Court, as evidenced by proofs
thereof filed to No.k3-=_1.0::-:3']_0 . p!:.
Witne my hand and official ~seal this ... -3./. .............. .
doy oL......... ........ ..... . ... ·················fui········; l9]Q.
·--~--lJ.{g.J~ .....
Reg1ster of Wills
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RUS2. EL~. II' t''j'l 0 :.t\1\ i\· ::r:
REGlSiER CF WILL z d ~ ...; .8 WASHINGTON co .. PA ·~ +' ol 0 Q) s .... ,.d ~
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proper distributio
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{
FIRST AND FINAL ACCOUNT
of CLARENCE REX NELSON, Executor of the Estate of Flossie N ,,
Steelef late resident of the City of Washington f. Washington County,
Pennsylvania ..
THE ACCOUNTANT CHARGES HIMSELF AS FOLLOWS:
Inventory and Appraisement;
PERSONALTY . $3461.62
REALTY , '91oo·.·oo
Income~
Farm rental
Oil and gas royalties
Net proceeds from sale of real estate in
West Virginia (Not subject to l?a. transfer
Inheritance Tax)
TOTAL DEBITS
TOTAL CREDITS
BALANCE.
THE ACCOUNTANT CLAIMS CREDITS AS FOLLOWS:
l969 .
Dec. 9 Brownlee Funeral Home
"1970
6 Fred T. Gillogly
Department of Health
l?ostmaster
22. Washington-East Washington
Sanitary Authority
26 Ambulance & Chair Service
31 Dr. Frank Bakewell
Jan.. 2 Bell Telephone Co ..
9 Dr. J. Paul Proudfit
10 Citizens Water Co.
15 Columbia Gas of Penna.
22 Washington Hospital
Feb. 2 West Penn Power Co.
19 Nationwide Insurance
84 Lumber Company
Reed J&E.Cameron
Mary Carter
Burial expense
Opening grave
Death Certificates
Postage
Sewage bill·
Ambulance charge
Medical services
Account due
Medical services
Account due
II II
II II
II II
Insurance on farm
Repair porch
Gutter & downspout
Paint
12,561.62
180.00
346.27
5,275. 93
18,363.82
3,752. 86
14,610.96
1,413.50
50.00
3.00
2.00
5.02
20.00
55.00
6.95
38.00
4.08
26.23
8.20
2.14
14.00
6.43
9.28
29.18
1970 (continued)
Feb. 13 Malcolm L. Morgan, Co. Treas. County taxes 32.69
Kurtz Monument Co. .r.1arker 81.50
_. Helen Fordyce, Tax Collector Road taxes 11.24
II II II II
Sherman H . Siegel, Esq.
. 1969
Dec. 9 Register of Wi.lls
II 11. II
18 Wash. Co. Reps.
1970
Feb. 10 Register of Wills
Apr. 24 11 11 11
Obs. Pub. Co.
Margaret Bails
Clarence Rex Nelson
Sherman H. Siegel, Esq.
Louis A. Rocher
James B. Walter
Register of Wills
School tax
Reimbursement:
Probate costs 26.50
Exemplification
of record 11.50
Advt. letters 14.00
Sht. Certif. 1.00
File J:nventory 4.00
103.05
Advt. letters 14·. 00 71.00
Notary fees and
Witness to will 10.00
Executor's commission 929.37
Counsel fees 795.00
Witness to Will 5.00
II II II
Filing·Account
Total Credits·
5.00
. 16.00
3,752.86
Washington County Reports· ·
Washington, Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16, 1929,
P. L. 1784 Sec. S, paragraphs (S) and (25).
CouNTY oF WASHINGTON} SS.
STATE OF PENNSYLVANIA
Personally appeared before me, a Notary Public in and for said County
and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes
and says: that he is the Editor of the WASHINGTON COUNTY REPORTS,
the officiail legal periodical for said Washington County, published weekly
hav,ing its place of business at Washington, Washington County, Pennsylvania,
and is acting as its agent in this behalf; that the said WASHINGTON
COUNTY REPORTS was established on March 31, 1920, and was designated
as the official legal 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:
December 25 1969 .................................................. ! ....................................................... .
......... !!.~.~~.f¥. ..... ~.1. ..... ~.! ..... ~.?.?..~ ............................... ..
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the
allegations of this affidavit as to the time, place and character of the publication
'"true. ~----(!2-~--.v.'L/
Sworn to and subscribed before me this '·-·-·-------~.t.h ............. day of ............ ~.~~.~.D~ ................. , 19 ...... ?..~.! .. ........ :ti.d...~~e. ... ~~·~
KATHERINE C. NICHOLAS, Notary .mdJUiy Public
Washington, washington Co., Pa.
My Commission Expires
Editor
Estate Notices
The Register of WiHs has granted
letters, testamentary or of administration,
in the following estates. Notice is hereby
given to all persons indebted thereto to
make payment without delay and to those
having claims or demands to present
them for settlement to the Executors or
Administrators or their Attorneys.
• • • • • • • • • • • • • • • • •
STEELE, FLOSSIE N., Dec'd. ·~
Late of Washington, Washington
County, Penna. Executor: Clarence Rex Nelson, 244 N. Franklin St., Washington, Pa.
Attorney: Sherman H. Siegel, 215 Washington Trust Bldg., Washing-ton, Penna.
Observer -Reporter
WASHINGTON, PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May, 1929, P. L. 1784, as amended.
Commonwealth of ·~ennsylvania, County of Washington, SS: .........•..
Personally appea-r-ed before me, a Notary Public in and for said County
and State, .... ~.C:Ji.a..:r;4 .... §.~ .... 9..~~-~--................. , who being duly sworn
according to law, deposes and says that he is the ... S.~C..f~.t.~.~-'Y .............. .
of the Observer Publishing Company, a Pennsylvania corporation, and its
agent in this behalf; that the said Company is the owner and publisher of
the Observer-Reporter, succ'essor to The Washington Observer, established
Septembe•r 18, 1871, and The Washington Reporter, established August 15,
1808, a daily newspap•e.r of general circulation, printed and published and
having its place of busines·s at Washington, Washington County, Pennsyl-
vania, where it or its predecessors have been established and published
continuous-ly for more than six months prior to the publication of the notice
hereto attached; that the printed notice or advertisement hereto attached
is a •copy of an official advertisement, official notice, legal notice or legal
advertisement, exactly as printed or published in the Obo:'erver-Reporter in
-~~~---~-~-~~p~~~-~;~,;~ .. ~!1..~~;~~-~-?~~; .. ~~-~~?~ .. ~~~::::~:~~:~~:!:::~:, 1970
that neithe•r th!e affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the aUe.ga-
tions of this affidavit as to the time, place and ch:r,er ~publication
are tme. . . .. . . . ./C:r~L/f/; ~-
Sworn to and subscribed before me this. 2 . day of January 1970 ~~.r 'ifl,~ 1~
MARGARET M. BRADLEY. NOTARY~
WASHING10N, WI\SHI!~GfOil cu ,ll
MY CQMMISSION ~PIRES MAY 6, 197~
~n tift <trnurt nf <trnmmnn JUras nf llasl]iugtnn <trnuuty
®rp4ans' <trnurt iinisinu
In the mllltter of the Audit of Account in
Estate of: __ F-=L:..:O:..:S:..:S:...:I:.:E::.._:N:..:...:.. --=S-=T:..=E::.:E::.:L=.:E::::..L, -----{ No. 1969-13 51
deceased
TO THE AUDITING JUDGE:
Enter· ___ ....:.:.m:...~v~----·appearance for __ ---.A..._c....,.c'-'o.t.:u~n...,t"'"'a........,nw.t~----------:--------
__ 1_4_day of ___ S_e_,p,_t----::.e"'"m:;.;:bc...;e:c..:r=-----· 19__l_Q_
N. B.-Counsel shall, by separa~te 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.
No. 1969-1351
In re Audit of Account in EstaJte of
FL0SSIE N. STEELE, deceased
AUDIT
Jra~rip~ fnr App~araur~
FOR
Clarence Rex Nelson, Executor ...
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SHERMAN H. SIEGEL, ESQUIRE
Attorney
~2
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA
O!RPHANS' COURT DIVISION
IN RE:
ESTATE OF
FLOSSIE N. STEELE,
)
)
) No. 13ffiili of 1969
)
)
)
~ Deceased. )
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HEARIN:G ON AUDIT
i ~ BEFORE: THE HONORABLE P. VINCENT MARINO, Judge
of the said Court. I!) z x Ul ~
ti A PPEARA N.CES:
ii:
SHERMAN H. SIEGEL, ESQ., of Washington,·-
Pa., representing the Accountant. l-UI Q ... c(
~ TIME: . Tuesday, September 15, 1970, at 10:00 o'clock
A. M., EDST . :I .,
~ N
ai ~THE COURT: Number 1351 of 1969, the kstate of Flossie N.
0: 0 ~ Steele, deceased. The Executor is Clarence "Rex Nelson and the
~ :I 8 attorney is Sherman H. Siegel. Mr. Siegel? ... c( u MR. S_IEGEL: ii: If the Court please, we have the necessary paper ... 0
for the audit of this estate. The decedent left a Will in which she rna :ie
certain bequests to one son and left the residue to her seven childrer .
She owned a parcel of real estate in West Virginia which was listed
in the Memorandum attached to the Inventory. It was sold by the
Executor and heel'e:d:tm to add the proceeds of the sale of real estate
to the account which is filed and asks the Court to make distribution
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of those proceeds along with the proceeds that are properly adminis
tered.in this jurisdiction.
THE COURT: Yes. Would you have a problem there of tax in
the other state?
MR. SIEGEL: We have cleared the taxes there, Your Honor.·
The tax has been settled in West Virginia and counsel fees have been
paid. As I recall, we accounted for the net proceeds of the sale of
real estate after settlement of the taxes and expenses in West Virgin ·a.
·•' . ' .
The balance consists of several parcels of real estate, the descriptions
of which are attached to the Audit ~etition. A checking account in
the M~llon Bank was bequeathed specifically to a son, Jerry Lee
Nelson. We ask that the proceeds be awarded to ·him.
· pd like to call the Court's attention to two parcel3
of real estate; it looks like a duplication but it's.not. There are two
parcels involved here which contain 54 acres and 25 perches each,
so that whr:en the .Audit Clerk goes to make his distribution, he will
know that that's not a duplication.
u THE COURT: ii: Is that real estate situate in---
IL 0
MR. SIEGEL:
THE COURT:
MR. SIEGEL:
THE COURT:
decedent's estate?
Xes,.::.ir'l We~JirEiriley Township.
No outstanding claims?
No outstanding claims.
Is there anyone else in Court interested in this
( NO RESPONSE )
2
3
THE COURT: The audit of this account is ordered closed by the
Court.
( AUDIT CLOSED )
.e
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ESTATE OF No. 63-69-1351
Flossie N. Steele In the matter ofthe First and Final
deceased, Account of Clarence Rex Nelson
Executor
ADJUDICATION AND DECREE
And now November /3__, 19-lQ_, this matter came on for hearing,
audit and distribution at this session and testimony taken; and thereupon, upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$ 1 !1, 6511, 39 and the account is accordingly confirmed; and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed
sec. reg. or an appeal be taken herefrom sec. leg. /
II
SCHEDULE OF DISTRIBUTION
Balance per account ________________ _
Additional debit asked at audit
Additional credit asked at audit
Balanc~---------------------
Deduct Clerk's Costs & Receipl--------------
53.37
:h21±
34.ool
$14,664.33
$1L!-,654.39
$14,620.39
q-d .;!.3, /97lJ
j
Attomey ____ _.::;S:..:;h~e:.:r..:::m!:o::a~n~Hu•~S:.;:i:.:::e:.cg~e:.;:l ________ _
Russell Marino, Clerk o.c., costs in certifying
real estate to Recorder,
~ ~ .1/4. c<> ~
10.00 ~tJ.C:
Recorder of Deeds of Washington County, costs
recording certification of real estate and costs
registering same,
Russell Marino, Agent, transfer inheritance
tax,
16.65
525.54
Jerry Lee Nelson, son, specific devise of parcel
of real estate as hereinbelow described and
known as 120 }-Church Street, Washington, Pa.,
and also bequest in kind of household goods and
furnishings therein; held in kind and distribu-
ted as such at the appraised value, 3885.00
Jerry Lee Nelson, son, bequest of Bank Account
in Mellon National Bank, Claysville, Pa. Office,
held in kind and distributed as such at the
appraised value, 2792,81
Jerry Lee Nelson~son, devisee of Oil and Gas in
place as set out in ~temr-3 and item 4 in the
will , which have been assigned and conveyed to
the residuary by papers filed; thus the certifi-
cation hereinbelow made and the real estate
therein described passes not only the surface b
but also the oil and gas in place together with
accrued personalty, 0,00
$14,610.39 .
$14,593.74
$10,183.20
$7,390.39
$7,390.39
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Helen c. Lewis, daughter, 1/7 residue,, including
cash and an undivided 1/7 interest real estate
as hereinbelow described, held in kind and dis-
tributed as such at the ap·praised value, 1055.77
Don E. Nelson, son, 1/7 residue, including cash
and an undivided 1/7 interest in real estate as
hereinbelow described, held in kind end distri-
buted as such at the appraised value, 1055.77
Fairy A. Barrett, da.ughter, 1/7 residue, inclu-
ding cash and an un~ivided 1/7 interest in real
estate as hereinbelow described, held in kind
and distributed as such at the appraised value, 10.55.77
Mary Jean-Rhodes, daughter, l/7.res'idue, inclu-
ding cash and an undivided 1/7 interest in real
estate as hereinbelow described, held in kind
and distributed as such at th'e appraised value, 105.5. 77
Rosella Flo Stone, daughter, 1/7 residue, inclu-
ding cash and an undivided 1/7 interest in real
estate as hereinbelow described, held in kind
and. distributed as such at the appraised value, 105.5.77
Jerry Lee Nelson, son, 1/7 residue;· including
cash and an undivided 1(7 interest ·in real
estate as hereinbelow described, held in kind
and distributed as such at the appraised value, 1055.77
Clarence Rex Nels on, son, 1/7 re sid.ue, including
cash and an undivided 1/7 interest in real estat~
as hereinbelow described, held in kind and distr~-
buted as such at the appraised value, 10.5.5.77
No balance
REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF WiA.sHINGTO~ COUNTY
BY THE CLERK OF THE ORPHANS' COURT DIVISION
Flossie N. Steele, devisor, to Jerry Lee Ne~son, derisee of all
the right, title and interest of the devisor in lparcel o~ improved
real estate describea as, VIZ:
ALL that certain lot of ground situate in tP,e Secon l Ward of ·:.the
City of Washington, Washington County, Pennsylvania, beitg part of
Lot No. 11, Block ttc" in the Shirls Second Addition to W shington,
which plan is recorded in the Recorder's Office for said County in
Plan Book 1 Pa.ge 93, more particularly bounded a:td descr bed as follows;
BEGINNING at a point which is North 10° 34t West a iistance of
52.58 feet to a pipe at the intersection of the Western poundary line
of Lot No. 11 with Church Street; thence by a line of Lo~ No. 10 in
said plan North 10° 34' West 66.67 feet to a point; then~e through
Lot No. 11, North 79° 3.5' East 25.08 feet to a. stake; th 9nce South
11° 42' East 63.70 feet to a pin; thence South 78° 9 1 We3t 18.4 feet
to a point; thence South 10° 34' East 2.32 feet to a. poi1t; thence
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South 78° 9' West 7.95 feet to the place of begi ning. Tpon which is
erected a dwelling known as 120~ Church Street.
TOGETHER WITH right m use a certain walkway and rig t of way for
water, electricity, gas and sewage lines as more particu arly referred
to in deed hereinafter mentioned.
BEING the same conveyed to Flossie N. Steel by dee of Mauvelyn
M • . Johnston dated and recorded September 9, 1969 in Deed Book 130.5 ..
Page 246. t;
Flossie N. Steele, devisor, to Jerry Lee Ne son, de isee of an
undivided 1/7 interest; to Clarence Rex Nelson, evisee undi..:.
vided 1/7 interest; to Rosella It,lo Stone, of an divided 117
interest; to Mary Jean Rhode~, devisee of an interest;
to Fairy A. Barrett, devisee of 'an undivided 1/7 in teres to Don E~
j
Nelson, devisee of an undivided 1/7 interest; ,tocHel;eri.!C :Lewis~·'dev:t-
see of an undivided 1/7 inter'est; e'ach undivided interes being in and
to all the interest of the devisor in parcels of real es ate described
and also quit claim deed of Jerry Lee Nelson recorded, s
estate described as, VIZ:
ALL that certain tract of land situate in West Finly Township,
Washington County, Pennsylvania, bounded and described a follows:
BEGINNING at a rock in B. F. Mc.Cracken lin ; thence with land of
E. L. McGuier Heirs and Jennie Wolf, North 10° rods to a
R. O.; thence North 37° West 34 rods to a stake; thence Jorth 14 1/2°
West 118 rods to a stake; thence North 82~0 Eas 66 rods to a stake
in Nellie Clutterts line; thence with lands of Nel on, South
7 1/4° East 101.7 rods to a stake; thence with of • E. Nelson,
South 89° West 7.5 rods to a sugar; thence Sout 3 3/4" est 17.2 rods
to an Ironwood; thence South 17 3/4° East 60.5
South 82° West 34.9 rods to the place of beginn· g.
acres and 25 perches, more or less.
stake; thence
54
BEING the same as onnveyed to the decedent by deed f Helen c.
Lewis et con. et al. dated October 28, 1959 and in Deed Book
1069 Page 508 and subject to the exceptions, re , restrictions
and conditions set forth or referred to therein.
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(b) Undivided 1/3 interest of decedent in
certain tracts of land situate in
described as follows:
A. BEGINNING at a stake; thence by line o
of Isaac Whiteman, North 82~0 East 107 rods to
tree; .thence by lands now or formerly of c. L.
F.ast 68 reds to a small hickory; thence by othe
Nelson, South 79~·o West 71.6 rod·s ~o a stake; t
'·
2° East 34 rods to a hickory; thence by same,
to .:a stake; thence by lands now or· formerly of
No~th 7 1/4° West 101.7 rods,to~th~ place of be
54 Acres, 25 perche.s, more or less.· ..
B. BEGINNING at a stake which stake is co
Nelson, c. R. Nelson and the ~tract hereby
1 those two
ounded and
or formerly
f:!r a sugar
W. E.
ame, South·
est 33.5 ~ods
nia Hayden,
CONTAINING
to 1 nds of W. ~.
then e by lands·
of c. R. Nelson, North 14 3/4" \vest 728.3 feet t a poin ; thence by
same, North 7~0 East 280.5 feet to a point;
612 feet to a point; thence North 1/2° East
thence North Bi~0 East 1188 feet to a post;
Jenkins, South 6~0 East 105 feet to a
point;
ds of E.
ce by o her la.nds of
W. E. Nelson, South 65~" West 506 feet to a post· thence by same,
South 47° West 245 feet to a post; thence
303.7 feet to a stake; thence by same, South29°
stake; thence by same, South 8 3/4° East 296.3 f
by same, South 66~0 West 890 feet to a stake,
CONTAINING 29.29 Acres as per survey of R. J.
BEING the same two {2) tracts of [and
Nelson, by deed of W. E. Nelson, widower, dated
re6orded in the Recorder's Office for said Count
, South 8 3/4° West
feet to a
post; thence
pla.ce f beginning.
pril, 1939.
arence R.
18, 19.3\9 and
in Dee Book 631
Page 646, and subject to the exceptions, reserva ions, r strictions
and conditions set forth or referred to therein.
acquired an undivided 1~ interest in said tract
heir of the said Clarence R. Nelson who died
CERTIFIED TO RECORDER:
as intestate
•
1970.
,-
i. •
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"1
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IN RE:
ESTATE OF
NO. 1969-1351
FLOSSIE N. STEELE,
DECEASED
TO THE HONORABLE JUDGE OF THE ORPHANS' COURT DIVISION OF THE COURT ·
OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA:
Under the Will of my Mother, Flossie N. Steele, in Items
3 and 4 thereof, I was devised my Mother's interest in the oil and
gas underlying certain tracts of land in West Finley Township together
with all the oil and gas rentals and royalties therefrom.
It is my desire that the oil and gas rentals.and royalties
which have been collected by the Executor during the administration
of my Mother's Estate be awarded to the residuary legatees named in
Item 7 of my Mother's Will. Therefore, I hereby release all claim to
said oil and gas rentals and royalties and release Clarence Rex Nelson,
Executor, from payment of same unto me and hereby request Your Honorable
Court to distribute the same as a part of the residue of said estate ..
Witness my hand and seal this //~day of September, 1970.
J
~d ;(--t/~ ~· (SEAL) -f?P--=->~ tf'""'-=z7.=J=E=R=R=::Y"""'='L'=E=E:...-:-:N=E=-L=s=o=N;_;;_ ____ ,,
I • i l.---·
r
t"
...
'i
L-
IN THE COURT OF COMMON ?LEAS
OF WASHINGTON COUNTY, PENNA.
NO. 63~69-1351
IN RE:
ESTATE OF
FLOSSIE N. STEELE,
deceased
PAY TRANSCRIPT
~ ;-:1·.
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SHERMAN H. SIEGEL
ATTORNEY AT LAW
WASHINGTON, PENNSYLVANIA
WASHINGTON TRUST BUILDING
' .
... ~
IN THE COURT OF·COMMON PLEAS OF WASHINGTON COUNTY, PENNA.
(ORPHANS I COURT DIVISION)
IN RE:
ESTATE OJ;-
FLOSSIE·N. STEELE,
deceased
) . .
)
NO. 63-69,;..1351
PAY TRANSCRIPT
Russell Marino, Clerk,
costs
~· Recorder of Deeds, costs
recording certification of
real estate
$ 44.0
Russell Marino, Agent, transfer
inheritance tax 525.54
Jerry Lee Nelson, son,
specific devise
Jerry Lee Nelson, son,
bequest of bank account in
Mellon National Bank
Jerry Lee Nelson, son,
devise of oil and gas
Helen c.· Lewis, daughter,
1/7 residue
Don E. Nelson, son, 1/7
residue
J;airy·A. Barrett, daughter,
1/7 residue
Mary Jean Rhodes, daughter,
1/7 residue
3885.00
2792.81
1055.77 See receipt attached
Helen C. Lew1..s
1055.77 See receipt attached
Fairy A. Barrett
1055.77 s~~ i~ci~i~t ~tt~cihed;
Mary Jean Rhodes
Rosella Flo Stone, daughter,
1/7 residue
Jerry Lee Nelson, son, 1/7
residue
Clarence Rex Nelson, son,
1/7 residue
·~
1055.77. ·~·· ·. ~· ~. R~ o . one
1055. 77· ·Cl~~Zw~~
Clarence Rex Nelson
•. i
~._...,_..~~..-.1~1.-.cl~:. .. --·-·-·--·-·--·-·-·---·-· i .j November f970 I
I Clarence Rex Nelson, Executor of 1
I f) . ·_ . . · J1 at Estate of Flossie N. Steele · 11 i J<eceutea (No. 1969-J35Jl -. _ t . I I Ten hundred fifty five and 77/100-----~~~
i In full payment of l/7th share of res.:ilble per I i Decree of Orphans' Court Division of Court of I
I c-::H :::a• ~ated :;zt;e: 131 1! .. ; I I (' 1055.77 ' 'flv. t--It-t~~ . I
i ~ HELEN c. LEW~S I i IIAD2 IN U. S. A. • .: .... ~u.-·~.....,n-•-~~~~~-~-d-ti_IJ_ .-ca-a-.._..._..,
~~-a-~-~~-~~~·-·0·-·U~~·--.c~) .:~ = t ! i November · jQ 70 ! I Clarence Rex Nelson, Executor of ! i . . f lf<eceitJd at ~~=at~g~~-~~~~~ie N. Steele ·I
I Ten hundred fifty five and 77/100------~~~ I rn full payment of l/7th share of re"#)ue per 1
1 Decree of ~rphans' Court Division of ourt of 1 I ::::~7 :,e·· dated o::::u~ zu£, I
i ~ . DONALD E. NELSON I
i IIAD2 IN U.S. A. , ~ .:..._.o--.~~~~ .... ~:~-~~-~~-~-0-D-_II_LI_Q_Q_II_II_ ..... ... ~ ----
r-·-·-:----·-·-·-::~::~:-~
J · . Clarence Rex Nelson, Executor of1
f
f) ___ . _ 11 at Estate of Flossie N. Steeie f l<ecet~J-ea., (No 1969-1351) . t . t I Ten hundred fifty five and 77 /100-----'-1>~ j
f In full payment of l/7th interest shar~ of resin~
II per. Decree of Orphans' Court Division of Court o~
CelftRtBfl Plea• dateoi N""'elllilel'! 13, 197~ . . 1
I $ 1os~. n f/:iu/v,.1 ~ · t -rlMi:li2l
li I FAIRY A. BARRETT I
IIAD2 IN U.S. A. / •
• : ...... o._c,_.~~~ ..... l-..-c:;·-·0-~-1-II_II_d_d_L.._..J_I:I_~~:.
\ r
.. •
Form RCC-33 COMMONWEALTH OF PENNSVL VAN lA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
J
RESIDENT. DECEDENT COUNTY OF .... .W~SH.l..NGT.ON ........................................... .
IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the·
Register of Will·s 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_Inl1eritance_~n!l:~E.E!tate .1aJC: A.ct of lQ!Jl.)
State of ............... ~=~?.~.~-~.Y..~.~-~~ .................................... : .. ·:·}
. . ss:
County of ........ W.9-l:l.h::!:.:t}.9:l:,Q:t} ................................................... .
........................... ....... Claren.ce ..... Rex ...... Ne.l:son .......................................................................................................... .. Eucutor
of the estate of the above-named decedent being duly sworn, depose s and sayS
Decedent died ........... D.ecembT£~·thl.. .......... . (J~;·) ., 19(~Jrl .. -{ ~K~~»~aving a last will, copy of which is hereto attached. J
· Name and address of attorney or}
other authorized representative to .
whom all correspondence should be
She:t::man H L SiegeL, .Esq.ui.r.e................. .... . .. .............. ................... . .. . . ....... .. ........ . ................. .
215 Washington Trust Bldg.
mailed. . WashingtOn ; l?erins yTv ariia .. 153 01
That as such ............ Ex.e.cu.tor ........... deponent is familiar with the affairs of said estate and the property con-
. (l<;x.,cutor-Administrator)
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 OTl!ER nisi"ITuTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
NO E
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
That the contents of said safe deposit box or boxes are itemized under Schedules ___ of this
return, with the exception of the following, for the reasons hereinafter set forth:
That Sc.hedule A attached qereto and made part hereof sets forth full v and in· detail all the
re'al property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving
the· amount still due at death, name of mortgagee, date, rate of interest,. and book and page of record
thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels, the estimated market value thereof' as of date of death of decedent.
That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent
at the time of death, whether 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-.1
debtedness of the United States to the decedent; all obligatior.s, 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 furniture, horses, carriages, automobiles, boats, and any and all
other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated
market value thereof; all bonds and mortga~es held by decedent and of all claims due and owing decedent
at the time of death, and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face
value and estimated fair market value thereof, and if such estimated fair market value be less than the
face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable
to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends
due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death, with the market
value thereof at such time.
In the case of securities of close or 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 transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a COJlY
of the deed, trust agreement or other instrument creating the trust. Thert~ 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 powe~ 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 Schedule E attached hereto .and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition-o·f personalty, plus~the·name; address and relationship, if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing and tmpaid at time of
death; taxes accru~d charge.able for period prior to decedent's death. (except. those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,.
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this 22nd
~~ ~A..t!~ .. .......................................................................... .-.~.~~ ..................... .
(Executor-A1ftMKb~
.... ? . .4..4 ..... N.~ ...... f..r..9.n.k..l.i.:n ..... S..t. .................................... ~ ... -·-··
(Street Number)
. -~~-~-~~.?..~.~9..~ ... L ... ~.~~-g9,: .. ~ ....... !..?.} .. QJ .......................... ..
(City or Town and State)
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached._ Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
~CC-34 (1-114)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BIJ.REAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE 11A"
REAL PROPERTY
Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece-
dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by
the decedent as tenant in common with another or others, should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
(1) 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.
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
Lot
(a) Part/No. 11, Block C, in Shirls
Second Addition to washington (Plan Book 1
page 93) in Second Ward of Washington.
UPON WHICH is erected a dwelling
house known as 120 1/2 Church Street.
FOR LEGAL DESCRIPTION, see Deed Book
1305 page 246.
(b) Tract of land in West Finley
Township adjoining property now or formerly
of E. L. McGuier Heirs, Jennie Wolf, Nellie
Clutter and W. E. Nelson containing 54 Acrel:,
25 perches.
EXCEPTING AND RESERVING the Pittsbu1gh
coal, mining rights, etc.
SUBJECT to oil and gas lease.
FOR LEGAL DESCRIPTION, see Deed Boo~
1069 page 508.
(c) Undivided 1/3 interest in two
contiguous tracts of land in Wes.t Finley
Township, Washington County, Pennsylvania,
containing 54 Acres, 25 perches, and 29.29
Acres, respectively, adjoining lands now or
formerly of Isaac Whiteman, C. L. Miller,
Virginia Hayden, C. R. Nelson and E. Jenkins.
EXCEPTING AND RESERVING the Pittsbm::gh
coal, mining rights, etc.
SUBJECT to oil and gas lease.
FOR LEGAL DESCRIPTION, see Deed Boo~
631 page 646, being deed from W. E. Nelson
to Clarence R. Nelson. The said Clarence R.
Nelson died intestate leaving to survive
him, Flossie Nelson, his widow, (being the
decedent, Flossie Nelson Steele) and seven
children, the interest vesting in the decedent
being an undivided l/3rd.
MEMORANDUM OF REAL ESTATE OUTSIDE THE
COMMONWEALTH OF PENNSYLVANIA:
( ..
House and lot in Triadelphia, W. Virginia
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)
ESTIMATED
MARKET VALUE
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this spoce)
lA·
3600.00 ~~
3500.00
0~. 2000.00 /~.
9100.00
COMMONWEALTH OF PENNSYLVANI~
TRAN.SFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E", Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. u. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e. g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . .
stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed
estate or or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
----~-------~--------------------------------~----~----------~--------------
Item
No.
1.
2.
3.
4.
ITEM
List and describe fully
Cash in decedent's residence
Balance checking account Mellon National
Bank (Claysville Office)
Manufacturers Light and Heat Co. -Royalt'
check on Lease No. 26005
Blue Shield -reimbursement of medical
expenses
5. Household furniture
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
UNIT
VALUE
X X
ESTIMATED DEPARTMENT VALUATION
MAR.KE:l' VALUE (Do not write in
this space)
170.81 -~~
2792.81 ~
24.00 1
~ 189.00 .
285.00
3461.62
RCC-36
rmmdN'I'K\LTH OF PENNSYLVANIA
·TRANSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDUlE "C"
TRANSFERS
(1) Did decedent, within two years of death, make any transfer of any material part of his estate, without
receiving a valuable and adequate consideration therefor? (Answer yes or no) No
(2) Did decedent, within two years of death, transfer property from himself to himself and another or
others (including a spouse) in joint ownership? (Answer yes or no) No
(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) __ ~N~o~----
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no) ________ _
(b) What was the transferee's age at time of decedent's death?
(5) Did decedent in his lifetime make any transfer without receiving a 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)~N~0~-----
(6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent
alone or others------------------------------------------------------------------------~------------
(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor? (Answer yes or no) No
(8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change,
because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) __ ~Nuo~------
(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)
NONE
DEPT. VALUATION
(Dept. Only)
RCC-38
CJlMMONWEi\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 percentage Estate
Address and Relationship of Co-Owners, and Place Value Share Valuation
of Record of Instrument, where Real Estate. !
Savings Account -Mellon Bank
(Claysville Branch) #233-05-039901
n/o Flossie Steele or Jerry Nelson
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Decedent's
Interest
2670.02~ Balance $5340.03
One-half taxable
(}J>~N£f) ~ J.~/.3-t.j
9~
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
\
h
,
'RCC-37 (12-63)
ClHt:\W:\\\'r~:\I.Tll OF l'E:\':\~YYL\N!A
TRANSFER 1:\IIEH!TA!\l'E T.-\X
RESIDENT DECEDE!\T
BENEFICIARIES AND ADDRESSES
State full names and addresses of all who
ave an interest, vested, contingent or other-
wise, in estate)
Helen C. Lewis
1nt;?7 Zl.l;::.v.:::onrl.oo-r Zl.u.oo
South Gate, Calif. 90280
Donald E . Nelson .
~OV l.:.!.Li:>.I'I....Lllt:: .M.Vt::o
Youngstown, Ohio
Fa~ry A. Barrett
'll:Al: -co t:1~~ C!~ . .
Huntington Park, Calif. 902~
J.VIary uean Knoaes
44 Hnrteriz .St
Uniontown, Penna. 15401
Rosella Flo Stone
1n1 u;rr'h c:::-1-
• ';J Wash~nqton, Penna. 15301
-Jerry Lee Nelson
n Jl n TT .:1 .,.. U">:J U<:;;U'-'L"".L~VU .M.V""o
washington, Penna. 15301
Clarence Rex Nelson
'l Jl J1 1\T ,., .1,., . ....... -~· ~ . . ~ -~···,--·· .... .
Washinaton Penna 15301
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 l/7th residue
Son Yes l/7th residue
5 Daughter Yes l/7th residue
Baughter Yes l/7th residue
Dauohter Yes ' l/7th residue
Son Yes Bequests , /~.a..t.. ............. .; ..::~, ....
-(
Son Yes l/7th residue
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
Will
Administration ~ No. /.3.5/ Year ..... t, .. ? ...... .
P.o< THE
.\lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
FLOSSIE N. STEELE
Deceased
Late of . . .. <;!: ty_ ~:f: \'ic;t!,J~~Iliton . . . . . . . . . . . .
County of 1fashington
Commonwealth of Pennsylvania ..
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{. --~~--REPORT AND ;::_~l!l~Jt~ISAL :_;;
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SHERMAN H. SIEGEL, ESO.
215 Washington Trust Bldg.
Washington, Pennsylvania
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(Executor-Administrator
must complete "As
Reported" column #1.)
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Form RC C-10
OFFiCE OF TME
REGISTER OF WILLS
WASHINGTON
OF---------COUNTY
AND AGENT OF THE COMMONWEALTH
STATEMENT OF DEBTS
AND DEDUCTIONS
ESTATE oF __:F:..::L=-0=-S=-=S-=I-=E=---=N.:..;•:_:S=-T=-=E-=E=L=-=E~--LATE oF _ _::C:::i:.:t::.yL-o=-=.f___:_:W:.::a::.::s:.:h.:::i::.:n::.g=t;::o.:.:n:__ _____ _
DATE OF FILING APPRAISEMENT ----------DAT!i OF DEATH December 3 t 1969
DATE NO. OF NAM&: OF PAYEE REMARKS AMOUNT VOUCHEIIt
1 9 6 9
Dec. 9 Brownlee Funeral Home Burial expense 1413 50
6 Fred T Gi11oa1v OnPnina arr~VP ~n nn
~ -'
Department of Health Death Certificates 3 00
Postmaster Po!=:-1-.r~ae ? nn
22 ~~s~fn~~~~.-Ea~~ Washington C',-..T.T...,,.,-,-.. 1-..; 1 1 .,. n'"l r,..,.;"' n ,nri .... ';I .., ~
26 Ambulance & Chair service Ambulance charae ?.n nn
~, nr Fr .::~n k 'Rr~ k~'IAT~ 1 1 M~ni ,....:::~ 1 c::~ru.; ,..""""' r::r:: "" 1 9 'j 0
.T:.n ? 'R~11 'T'~1~nhnn"" (",.., n.,...,...,..,,,n+-nno r nr::
~ ""' JoJ
9 Dr. J. Paul Proudfit Medical services 38 00
1 n ("it-i'7~nc:: W.::~t-~r (",.., n ,...,...,...., n t-,,, o A no ~
1 5 Co1nmhi.::~ Gas of P~nn.::~ II II '>t:: ')")
'}') T.T.,....,'h.;n,.,-.(-,..,n u,..,...,..,.;..__, II II n '"'" . ., "J: v ~'!J
Feb 2 West Penn Power Co II II., ? 1LL
, a 1\T"' .(-.; ,..nT.T.; n a _T_n c:: 11,...,. n ,...,. T"ncon,..,.n,..o "'"' -!=,.,..,.., , A nn ... -~ vv
84 Lumber Co. Repair Porches 6 43
R~~n A. rr~m~rnn r.:!n+-+-or ::>nn ni"\T,T'I"\C!'I'"\1"\11 .... n "lO -.L
Marv Carter Paint . ' ?Q 1 R -r • .. ·
' Malcolm L. Morgan, Co.Treas County taxes 32 fiq -. -
Kurtz Monument Co. Marker Rl sn
'I ~ ,,
Helen Fordyce, Tax Coll. Road Tax 1 1 -? LL
\ ;._I
-,.If:::·, :J·--; -· 1:-:.,, II , .. School tax ,-n1 n5__
Sh~rm.::~n H ~i~rT~l F.c::rT Ro;m'hnrC!omon+-• -= 1969
ue~.;. J. .1:\.C';:to V.L VV.!..l..l.S .l:"rooa-ce cos-cs .!:O.::>U
II II II Exemplification of
record 11.50
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(continue ~ on back)
COMMONWEALTH OF PENNSYLVANIA }ss: COUNTY OF WASHINGTON
I, Clarence Rex Nelson HEREBY CERTIFY, THAT. TO THE 8E8T OF
MY KNOWLI!:OGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSEI!I OF
ADMINISTRATioN suBMITTED To THE ESTATE oF Flossie N. Steele DECEASED, AS DEDUCTION$ FOR
INHERITANCE TAX PURPOSES. ~~ ~1;~ (L. 5.)
SWORN AND SUBSCRIBED BEFORE ME THIS 24th CAY OP'
l\. Jul v __........ ·-~ __]_!}_ "YY\AlAA n ..... j_ !I~ .~J
MARGA~~B!'.i~ ~. Notary '"PubliC
WASHING 0 • 'v..'~Sl-llNGTON CO .. PA •. 1
My CommiS$ion Expires February 27, 197t
1970
July 27
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a
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Sherman H. Siegel
1970
Feb. 10 Register of Wills
Apr. 24 II II II
Observer Pub. Co.
Margaret Bails
Clarence Rex Nelson
Sherman H. Siegel, Esq.
Louis A. Rocher
James B. Walter
Register of Wills
~~
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Reimbursement:
Short certificate
File inventory
Advt. letters
1. 00
4.00
1"4.00
Notary fees and witness
to Will
Executor's commission
Counsel fees
Witness to Will
II II II
Filing Account
Total Credits
71.00
10.00
929.37
795.00
5.00
5.00
16.00
3,752.86
IS',. fyj
i <(, CL(j 1
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Fonn RCC-2 , J , December 10 1969 COMMONWEALTH OF PENNSYLVANIA DATE ........................................................................ l .................................
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX \\7ASHINGTON
BUR\:AU OF COUNTY COLLECTIONS COUNTY ...................................................................................................
HARRISBURG, PENNA. 11121 APPRAISEMENT FILE NO ............... § .. ~ .. ::.§ .. ~.:-.J..J..S.J .................................
Whereas, ................ Ng.§ ... ~ ...... ¥~.9..?..§.J.~ ..... §T..~.~.~~ ..................................................... late of ................... C.LA.X.S.Y.J..LLE ..................................................
in the County of ...................... ~~A.?..HJ.N.Q.T.Q.N ......................................................................... Commonwealth of Pennsylvania, having died on
4th d December the ................................................................................................ ay of ............................................................................... 19 ........ ~.~ seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, '". R. CHANEY an appraiser duly appointed according to law, ....................................................................................................................................... ,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes
$
JT. HELD PERS. :
Jt. Bank Acct. #233-05-0399.01 held in the
MELLON NATIONAL BANK, CLAYSVILLE OFFICE. CLAYSVILLE PA.
in the names of MRS FLOSSTE S'T'ERT.F. nr T F.R RY T .F. F. 1\.rF.T SCYt\T
Opened 2-14-63. Balance as of dat:e of nP::..t:h $ ,c; ~A.() ()~
One-half taxable 2,670 02
.,
Having been duly sw~tfording to law, I do hereby ce~if~ tht,t the above appraisement is made in con-
formity with law on this .......................................................... day of ........................ ". .... ~.".' .... ':.': .. ~···:r:~ 19 .§~ ..
........................................................................... ..... .... . ....... ..... .... . ......................................
Appraiser
.................................................................................................................................................................
(!Cumber and Stnet)
.............................................. ,\1-ASHI~yJQ,M~~·;··············· ............................. , Penna .
H........... . WASHJNQ'I'Q~; ..... ··H···· County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
MRS. FLOSSIE STEELE
Deceased.
Late of
CLAYSVILLE
Date of Death, ........ D.e.c.e.mb.er. .. 4.., ..... 196..9. ..... .
Appraisemel!t Docket ·val., 38
Page, No. 63-69-1351 ················································
Filed in Register's Office, ............ l.7..:::J.Q.~J9 .. 9 .. 9..
Amount of tax dtte, $ ................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra-isement,
Appeal f1'om Appraisement,
Entered and charged,
·--. )
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~ 7 0 f1 0 '.' P PH 3 2 5
RU.~<i• '/.~~~~~0
liEGIS rt:h Jr. WILLS
WASHIN·.,TON CO .. PA.
~
.,.
RCC-81 (2-64)
COMMONWEALTH OF PENNSYL VAN lA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
ClJ\llENCE REX NELSON
(Executor~)·
IN YOUR REPLY PLEA8E
REFER TO
38-29-7
In Re: Estate of ___ --=F_::L:..:CS=S..::::IE::::_:S::...T::.::E::.::EL=E=---------
____ _;it:.:..:vA=S:.:..:H-=I:.:;NG:::..:T~O:_:.:N:...__ ____ County -File No. 63-69-1351
Dear Mr~ Nelson:
You are hereby notified that the original
appraisement in the estate of Fl@ssie Steele
has been filed in the office of the Register of Wills qf Washington
County on May 21 , 191.Q.. Said appraisement reflects the
following valuations:
Real Estate -------'9-"',..;;;;l"":0_0...;.•--:-00 __ _
Personal Property ____ 3~·~4~6~1~·~62~---
Transfers ________ ~~~~~-----
Total _____________ ~l2~,5~6~1~.~62~---
As to such tax that is paid within three months from date of
death, a five (5%) percent discount is allowable. As to any tax that
remains unpaid after one year from date of death, interest at the rate
of six (8%) percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date ______ ~M~a~y~21~·~1~9~7~0 ______ __ Signed
Title
DATE OF DEATH: December 4, 1969
Note: This is not a bill.
j
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX SUMMARY
RESIDENT DECEDENT .... :========================================
i.:state of_ STEELE, FUlSSIE DATE OF DEATH_E-4-~FILE NO. 63-69-1351
(Last Name) (First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of V/ashington
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: 05-21-70 ------~U~-~~=-~6~9------
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:-------------REGISTER OF WILLS
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
$ 9.l00 00
'3.461 62
$ $ ____________ ~---g 100 00
'3'461 62
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
12,561 62
annuities ....... 4' • • • • • • • • • • • $-----+---
EST ATE TAX ASSESSMENTS $ ________ ...~...-_
U.561 62
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on$
I &!> $
Tax on$ $
Tax on$ 5% $
Tax on $
I
10% $
Tax on$ 15% $
Exemptions *
Total Estate
TOTAL TAX $-----------~-
Less tax previously paid $========'===
BALANCE $----------+---
Less 5% of tax if paid within
3 months after death $=====:=::!::==
Add interest at rate of 6% from _________ to ________ _
AMOUNT OF ESTATE TAX ASSESSED $----------+---
Estate tax paid $ ________ --~... __ _
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
BALANCE DUE $----------~----Add interest at rate of 6% from
----------~10---------$-----------4----
TOTAL TAX BALANCE $ -------+---pAID $ __________ _J_ __ _
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Will
Administration ~ No ............ .
IN THE
Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
FLOSSIE STEELE
Deceased
Late of CLAYSVILLE
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,
r Fonn RG,C-2· . ....... ~Y ... ?l.t. ... ~9.7.9 ....... , COMMONWEALTH OF PENNSYLVANIA -DATE ............ . DEPARTMENT OF REVENUE -
.; ' -RESIDENT INHERITANCE TAX COUNTY .......................... }'!~~h~I.1:g~gP.: ....... BUREAU OF COUNTY COLLECTIONS ........ ..........
I HARRISBURG, PENNA. 17 12 7 APPRAISEMENT FILE NO. ....................... ?.:.3..::.?..9.::~.2.~~ ............. ......... .........
Whereas, Flossie Steele late of ...................... .9.J.:c:tY.~.Y.~.~:.L.E3. ................................. ...................................................................................................................................................... ···········
in the County of ········· ..... ....... W.<1.9.ht.ngt..9n .............................................................. Commonwealth of Pennsylvania, having died on
the .... ................... .4 ... ~.~ ....................................................... day of ................... P.~.~.~l!1l:>~.:r. ............................... 19 ... 9..9., seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ............................... JiaRo ..... .C.haney.: ........................................................... , an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes
$
REALTY:
See copy of Schedule II All attached to appraisement 9,100 00 -
PERSONALTY:
See COPY of Schedule liB II attached to appraisement 3,461 62
I
I
I
Total 12,561 62
-
fonn~;·!;:~hbl:~ ::~hi:w~ ad~~ ~~· ~.~ o~er~~~~; ~bo§~tisi~l~_c'
Apprat
····························z··········· ..... ································ ............... ........... ·································· ( M'umber and Street) .. r£1~ ~ .. ······································· ............... Penna. ................... ,
(Post Offiee)
.................. :t'l.A,$I:UNG'J.'~ ..... County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
FLO$$LJ:; .$'r~I~
Deceased.
Late of
CLAYSVILLE
Date of Death, ........ P.!?..G!?.mP.E?.;r ... 4, .... l999 ............... ..
Appraisemellt Docket Vol., ............... .?..?. ............................. ..
Page, ............. ~.9~7. .................... No ........ 93.:::9.9.::::13..5.;1,. ..... .
Filed in Register's Office, ........ May ... 21 ........ 19 .. .70.
Amount of tax due, $ ................................................................. .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra-isement,
Appeal f1'om Appraisement,
Entered and charged,
~