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HomeMy WebLinkAboutOC1970-0072 - ESTATE OF THOMPSON/ 03-16 -7;2-/'W 1\ffi~auit (@f fxrrutnr (@r l\bmiuistratnr ~tat.r of '.ruu.ayluauia } C!!ouU1y of lIa.a4iugtou .a.a: P II b f th . d . d th't Notary Public . d f 'dersonay e ore me,e un erslgne au Or!y,a................III an or Sal County and State,appeared J;:JgQ.~.9,'r..!'O'i:romg..c.Js:who,being duly sworn according to law,deposes and says thai1s ~is the executor OJ.oR~~of the es- tate of ~~gy...';I;'hQ.IJ.).E§.Qn...g!k/a...Lu.cY-/decease;P,mR~P~he foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .~]J..gy ';I;'h9mp.g.Qn , 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 X~~KOOXX t Sworn and subscribed before me this'.]:l;,D.})/;~,ell ,1,.,j~JUly 10 72 '...r".j>~~4.4...l .....;/......LC(·..<,y.7.~~..r....·........·y t::x..-n _-,.'--"Executor-~K1ltW~X MARG'A 'l3 .t!:;;..~y.~,.,'~.....,...,.. GT co..PA. WASHINGTON.w.27 197J;ADDITIONAL INSTRUCTIONS.sio Expires fe ry ,My Com'il~1:n invent fy must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies 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 iuu.rutory au~!\pprai.a.rm.rut oV the goods and cha1ttels,'rights and credits which were of ~.~.~¥.~~C?~l?~g.~.late of ?.9.lJ.th $.t.;.;::~t>.?m.~'J;'.QW.P.R.A;i,..P.l . Washington County,Pa.,taken and made in conformity with the above affidavit. PERSONALTY: NONE REALTY: Lot No.9 Block CC Plan of West Wash.ington,8th Ward, DOLLARS rr.oooo CENTS 00 L3-7 6 -7:J- Inventory and Appraisement IN THE ESTATE OF LUCY THOMPSON a/k/a LUCY r·!. ·······THOMP"S"ON·~···'deceased···················· Filed Ju.ly.,19 1.2.... ::E::u •."-J >m::O ,..., Cf)e>C:r-Cf)c.... z~(n c=rr-- C'>r11 1"1'1 rn -{f-- o::Or t.O zO 0 o"'~.".. 9=E~:::r :,.,r-z»~o ~ -..! ~SJ-¥~?;'. SHERMAN H.SIEGEL,ESQUIRE 215 Washington Trust Bldg. Washinqton.PennsYlvania ....-5 the last Will and Testament of (a true copy whereof is to these presents annexed),was duly admitted to probate;and Elnora T.Dimmack A.D.19 70,before me, in the County aforesaid,deceased, ,Register for the Probate of Wills and Granting Januarydayof Russell Marino Lucy Thomp~on a/k/a Lucy M.Thompson Letters of Administration in and for the County of Washington,in th~Commonwealth of Pennsylvania; KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid ~...--~-~-~------_._.....---;1:.....;.---.~""", on the 21st. late of South Strabane'Township rix the Execut5r in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; Q!ommouwralt4 of Jruu.ayLuauia.t 8.a: ma.a4iugtou ClIountg.~ Russell MarinoNOW,THEREFORE,I, grant these LETTERS TESTAMENTARY,unto the said ,Register as aforesaid,do Elnora T.Dimmack 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 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 regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this twenty-first day of January in the year of our Lord one thousand nine hundred and Seventy .,)(l~,~",~""",,,,,,,,,,,,,,,,,,,,,,,,,, Register .... t"f 8c::l()()~t-<t-< ~"'1-3 Mo•::t:Mo"'t-3 ~a5'"d ITI ~ CIJ UI Gl~0 ~'"d 2\"'en -I ~ N 0 I»ITI Mo ~...........0 ~ ~"1\~...........I»:::...~+ot= jr------=-------------------.--' ./ i I I 1/ :I, q II IIII IIil 'I II:I IiII II!iI III 'I I! II ii!I "i! "!IIII i ;1 Ir,I " II IIIII Ii I'ilI, " I'I!!I IIIII II, IIII I,I I't! II:1 Ii II !'..;..lrI,/,.I: III,I,II LAST WILL AND TESTAMENT-- I,LUCY lIt:TH01IfPSO!!,of the City of Washington,Washington County, Pennsylvania,being of sound mind,memory and 'Understandm~,do hereby make and publish this my Iast Will and Testament,hereby re'iToldng all Wills by me at any'time heretofore made. TrEH 1:I direct that my Executrix hereinafter named shall pay-. all of my just debts and funeral expenses as soon as convenient after 1'I\V decease. TIEl!2:',All the rest,residue a.nd remairrler of my estate,of 'whatever kind and Wherever situate,I give,devise and bequea.th in equal.. shares mto nw foU1.'"children,viz:Katherine E.Land,Helen T.Minton,James M.Thompson a.nd El1.'l.ora T.Di.m:I'M.ck. LASTLY:I nomimte,constitute and appoint my daughte-.r,Elnora T.Dimmack,as EY..ecutrix of this my Last Will and Testament and I direct that l'l\V Executrix shall not be required to post bond in arry jurisdiction in which she may act. IN '~NESS VmEREOF,I,LUCY M.THOMPSONs the Testatrix,h,we tll1to /.:1 this 'JIrY last WID and Testament,set my hand and seal this the n 7ft:.day of February,1964. Signed,sealed,pUblished and declared by the above-named LUCY M.THOHPSON, as and for her Las~Will and Testament,in the presence of us,who have here- unto subscribed our names at her request as viit.l1Efsses thereto,in the presence'..?Il of the said TestatrL"'C,and of each other:~>,..//,'I !I ....../)It/J/.Ly.'f,.',,1.7 I..V5l:!\u.Il{.(l/f~#.:-jV_Al (.1i,.,(,;...~~·~:mNESS STATE OF PENNSYLVANIA, WASHINGTON COUNTY,}55: The within na~ed Accountant being duly sworn according to law,depose sand sayS that the above account as stated is true and correct as ..S.n.e __verily believe. -';:';'--~- 7th Sworn and subscribed before me ,this . ~~~~b!3~-:--·_: WASHINGTON.WA HINGTON CO..PA. My Commission Exp sFebruary 27,197' Washington County,ss:I do certify that I have given legal notice to all persons concerned of the filing of Ithe within account in the manner prescribed by Statute and Rule of Court,as evidence by proofs thereof filed to No.~3::_J2~,3~L.. Witness my hand and official seal thiS.__mL... day of ._:Y.'l_"""__~~'O'.•-~-.----------------.----•.•.••..•_.19_1~ ~~--""??!~.._--------------_'-.l~Register of Wills ....~..,!O ..,,0-.-1 ....>:l ()"::l ro I~J~'P~:>I ..,H 0 !o tyl ..,'",,:'''';2 CJi s:qJ 0 >:l ::::r-.:~"d rcl 5~~~:5::l .'r L E 0,Q):0 .-l •.-1 ::j-Io...pdl c.>t>.<:l ).~c.>..,111 I::c.>C>'"aJ c.>(1)<l1rcltl,)<lj~~0 :Q)rcl ~\..,r +J :>6""-.l'El i~'072JUL19PMI56~Q):0 mr-i ......!<:<lJ ..,..::l ~>,:...>:l :'8""-.c:>!..!<:Q)~H m Q)~i r;:,rcl r&rn >:l Q)8 I::....0 it>0....I::..,N COZi.-li rcl Po .., t('..!Jil I::(1)<l1Eo<o !'rcli~RUSSELL MI\RINO OP-i ( t i <lj tr.lZ 1::,+J OCEo<P-iQ '.-li·.-I REGISTER OF WILLS 'ro tyl ..UJ01rJJ.~U,)~lQJil .I::I::O~WASHINGTON CO.•PA.--"('-..!::c::t '0\.-.-I 0 ~...c:+Jt80l::i8 ...;Ul tylCV):::Jt:rcl!~.~rcl I::;::L:>18 ircl~0 Q)~.r-l~CJi +J;H H ..,.<:l ...c:<;::>~!.mio :>i:~~Hj H:I::~0 l!'l m -.-Ii r-i ~>:l .-l rcl '0 N N~0 ~i~~>:l oiZ<lj .....t -~ . 1 .,...... .',' .. J .~..' J ,.- FIRST AND FINAL ACCOUNT of ELNORA T.DIMMACK,Executrix of the Estate of LUCY THOMPSON a/k/a LUCY M.THOMPSON,late of South Strabane Township, Washington County,Pennsylvania. THE ACCOUNTANT CHARGES HERSELF AS FOLLOWS: PERSONALTY REALTY To conversion of assets: Re~l estate ~old on Article of Agreement for $10,000.00 $None 10,000.00 Appraised at IRentsreceived: 1970 1971 1972 $1020.00 1215.00 300.00 10,000.00 -0- 2,535.00 ~bhn G.Gloady et ux.-payments on Article of Agreement TOTAL DEBITS TOTAL CREDITS To advancements by re~iduary legatees to maintafn assets in kind BALANCE ......., 300.00 $12,835.00 I 4,788.61 I8,046.39 1,653.61 $9,700.00 " THE ACCOUNTANT CLAIMS CREDITS AS FOLLOWS: 1970 Feb.16 Mildred Lohr Boarding decedent 200.00 18 Stewart E.Barnhill Burial expense 1,166.15 , Mar.18 Robert Levers Repair ceiling - tenant house 157.87 Apr.13 Harry R.Cook,Treas.1970 City taxes 58.80 June 1 S.White &Sons Marker 110.00 10 Observer Pul;>.Co.Advt.grant letters 14.00 23 Mr.Williamson Hauling trash 10.00 July 20 Harry R.Cook,City Treas.1970 School tax 76.60 MalcdlmMorgan,Co. Treas.1970 County tax 27.27 23 Observer Pub.Co.Classified rent advt.2.34 David Wagner Repair roof tenant house 190.60 Aug.4 Observer Pub.Co.Classified rent advt.1.80 1970 Aug.24 Citizens Water Co. 84 Lumber Co. Washington-E.Washington Jt.~uthority . 25 McVehil Plumbing Co. I Yonsell J.Eller,Sheriff Sept.ll AAA Insurance DeC.4 Charles Heaston, 1971 Mar.2 Bruno·Plumbing Co. 5 Harry R.Cook,City Treas. 25 McVehJ.l Plbg.Co. May 12 Mrs.Strawn 27 DavidiWagner 31 Malcolm Morgan,Co.Treas. June 14 Observer Pub.Co. 15 Pat Charmely July 12 Harry'R.Cook,City Treas. Aug.20 AAA Insurance Co. 1972 , May 1 Harry,L.Cook,City Treas. Malcolm L.Morgan,Co. Trea's. Margaret Bails Acconnt due Materials Account due Install new furnace Taxes -Wetzel Co., West Virginia Fire ins.-house Labor Plumbing repairs 1971 City tax Plumbing repairs Paint and paper Roof repair 1971 County tax Classified advt. Plumbing repairs 1971 School tax Fire ins.-house 1971 City tax 1971 County tax Witness to Will and notary fees 0.- 3.18 3.81 2.25 681.68 2.12 33.00 7.50 29.50 58.80 8.25 60.00 14.60 27.27 1.80 206.35 81.28 33.00 58.80 27.27 10.00 Sherman H.Siegel ·1970 Jan.20 Reg.of Wills 23 Wash.Co.Rep. Feb.II Postmaster Fetherlin &Carl Sherman H.Siegel Russell Marino,Reg. Reimbursement for: Probate costs $17.00 Advertise letters 14.00 Certified mail 1.30 32.30 Appraisal fee -real estate 50.00 counsel fees 626.75 Filing Inventory & Accountit20·.0Q $4094.94 1970 Feb.16 Russell Marino,Agent alc inheritance tax Total 693.67 $4788.61' Observer .Reporter WASHINGTON,PENNSYLVANIA• PROOF OF PUBLICATION ... Executrix's NOTICE ESTATE OF Lucy Thompson a/k/a Lucy M.Thompson,deceased late ofSouthStrabaneTownship,Washing· ton County,Pa.Letters Testamentary upon theaboveestatehavingbeengranted., !to the undersigned,all persons hav'jlingclaimsagainsttheestatearerJl·:.quested to make known ttte samll totheundersignedorI\is attorney and all persons indebted to the decedentarerequestedtomakepa~~t to ,the undersigned without delay. Sherman H.Seigel,Esq. 215 Washington Trust Bldg.'Washington,Penna. .Elnora T.Dimmack 8 Hilltop Acres RoadExecutrixWashington,Penna., 7021·Mon.·3t In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:. Personally appeared before me,a Notary Public in and for said County and State,James.S.•....Lyon ,who being duly sworn according to law,deposes and says that he is the.EX•.V.iC.e!'!tPre.S........ of the Observer PUblishing Company,a Bennsylvania corporation,and its agent in this behalf;that the said Company is the owner and publisher of the Observer-Reporter,succ'essor to The W,ashington Observer,established Septembe'r 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspaper of general circulation,printed and published and having its place of business at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and published continuousIy for more than six months prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a ·copy of an official advertisement,official notice,legal notice or legal advertis·ement,exactly as printed or pUblished in the Ob£lerver-Reporter in its regular editions on the follOWing d,ate or dates;. ................Ja.D.ua.t..y 2.6.•....P..ep..f.q.~ry 2 ~.4 9.,~.9.'!.Q . that neithe'r th!e affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and tha~althe alle.ga- tions of this affidavit as to the ~ie,place and cr."ct ublication are true.~(t:(c.L~tI.~........... Sworn to and subscribed before me this..9.......day of.P.e.br.u.~.t..y 1970·~tr·e:t·;:lA~:~~;lr" WASH,;iGT8N.VIASHiNGTON COUNTY MY GOMMISSION EXPIRES MAY 6,1972 \i -------------------------------------------------------------. ..Washington County Reports Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATIONr In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). Cou'NTY 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 official legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTSwas 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: ..............~~.~.~~.y.?2.t !.9..?..9.. ..............f..e9.r.Y..su:Y.:$...,;t~..I *-9..1Q . 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 affi 't to the time,plac~char~~wlication are true.~~./~L/ ~~~:. ---Editori Sworn to and subscribed before me this .'.'c .,~.J •.,' ....l~:i7day of..f!il.l:?~.y..~.f.Y.,19 !..Q!!.. ........Lu-~~...rJ....21..1d.j'.d.~~ Notary Public KATHERH!E C.NICHOLAS,Notary Public WaShington,Washington Co.,Pa: My Commission Expires f;ovembllr 1,1973 Estate Notices The Register 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. ••• •• • •••••••• •• • THOMPSON.LUCY,a/k/a LUCY M.THO¥PsON,Dec'd. Late of South Strabane TownshipWashingtonCounty,Penna.'E~ecutrix:Elnora T.Dimmack.8 Hilltop Acres Road,Washington Pa IAttor~ey:Sherman H.Siegel:215 Washmgton Trust Bldg.,Washington,'Penna. ~lt tl1~Qrnurt.uf Qrnmmnu Jl~as nf lJas4iugtnu Qrnuuty ®rp4aus ~Qrnurt ilinisinu In the mllitter of the Audit of Account in J LUCY THOMPSON a/k/aEll'tllite of ~{ LUCY M.THOMPSON,deceased TO THE AUDITING JUDGE: 72 of 1970No._ Enter_-=m:..:;.L.V_·appearance for__A_c_c_o_u_n_t_a_n_t _ 13 September 72____day of .19_ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed.shall be conci;sely stated in a separate paper. Council suggesting proper distribution shall file a separate concLse state- ment in that regard. No,72 of 1970 In re Audit of Account in Esta:te of LUCY THOMPSON a/k/a LUCY M. THOMPSON,deceased AUDIT 'ra~rip~fnr 1\pp~ttraUt~ FOR ELNORA T.DIMMACK, Executrix "Vd ·~O~NOH)NIHSV/A SllllA dO tl31SID3lJ '0 NIII V)'1 Tl3 SSflH SHERMAN H.,SIEGEL;ESQUIRE 6q 2i ~d t'l j .d3S '2L .At~orney ...;;.1 ba;3 ~'r ,:.:1'~2 ,.,,, ..- PETITION SUR AUDIT IN'THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J LUCY THOMPSON ~/k/a LUCY M.Estate of ······t··"---.,..,-,-"-.-- ~~.9.~;J?e9~..__.__._..__ . Deceased I No ??~~.__.._~~.?.~.._._____.. Fiduciary_•...~.~~.<?~.c:':..~.:l?~~~.~~.!_ .~~~.~1J.tr...t.~__. Date of !Date of Decedent's death ~.~~~.~;t;'y.].f...J~.?Q __Grant of Letters ~.~~:t:':~~.Y.?)·.I J..~1.9.. I This is the .F.ir.st and...F.inal account filed in this estate If there have been former accou~ts filed in this estate,list file number or number and term._____.. NONE ...__.___-..--__-_--_--_._---..__.____.____ __._---._-----_---..---._-_.__._----__---------_..--_--__-----_-------____-_._-_., Election to take NONE, ~K~}WHI.(cross out ohe) Date Election Place of; Filed _ ___.._._Record _.._.. ,i Name of surviving spouse _.J._.!?_~~~.~~_~~_~_ .__...__... ... List issue,where material: See below. Did decedent marry after executi'on of will?(indicate)~s.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 Katherine E.Land Daughter 1/4 residue Helen I.Minton Daughter 1/4 residue James M.Thompson Son 1/4 residue Elnora T.Dimmack Daughter 1/4 residue List,if exceptions to above: If partial intestacy,give facts: I Adeemed:Revoked: None None Lapsed:Abated:Give Cause: Notice to interested parties.Hdve 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 exception give cause:~.?..~.~~.~P..~~9.~~. File copy of Notice and date of mailing ~.9.~J9~.J.9J..~gQ1:t ..m~1:J.~~~.ldg~R.1;~.~.,+.~I?.(~9.P.Y...9J.~.9.~~~~tt~~.1}~.d herewith. , Is estate subject to the filing of a federal Estate Tax Return?~~.:. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $....~.~.~.!.~.?.P~:t.9 :f.~J?..•...J~.,19..70. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . None Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None ,"',(~ /L-v /" Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: I :- Total additional debits (Add) Itemize any additional credits not shown by account: John G'.'Gloady et ux.-payment on Article of Agreement L Total additional credits (Subtract) Balance for distribution $~.!..?.9.2.=.~g . $None . ~_07)~__ $. If balance for distribution,is not in cash,list each item held in kind,giving appraised Value (or distribution Value); House and lot Addison St. dated April Balance due #9,Block CC,8th Ward of City of Washington known as 856 Subject to Articles of Agreement to John G.Gloady et ux.1,1972 and unrecorded. $9.600.00 '....I,~r: ....... ..,-- If Family Exemption claimed by Petition,give place of Record:~9.~~.._~.~~~.~~_~_:_.._ ____.. If Family Exemption 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: 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: 1.Audit costs. 2.Balance inheritance taxes,if any. 3.Balance in equal shares to Ca)Katherine E.Land,(b).Helen I.Minton, (c)James M.Thompson and Cd)Elnora T.Dimmack,Residuary Legatees, consisting of real estate described in annexed schedule subject to Articles of Agreement to John G.Gloady et ux.recited in said legal description. Residuary legatees will advance the required audit costs and inheritance taxes to clear the ~state. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or.representative thereof, being duly __~w..Q;J;"~doth depose and say that the facts set forth in the foregoing petition are true to the best oL hex knowledge and belief. ........SJAIoxn __.to and subscribed before me thiS._.._da~.fJ\~.g~.~.t ~19..:.h.2 Signature of Officer 'i'~~MA ARET SAl ..N·ARY PUBLICTrtleofOfflcer···············"WAS111NG .W-A-3t+ItIGHH'!.-Gg.,.E'A_•••••• MY COMMISS N EXPIRES FEB.27,1915 Office expires . And your petitioner will ever pray,etc. .~.£.J~. ...................................................................-:. •'!'. ,) •No. LUCY THOMPSON a/k/aEstateof . LUCY M.THOMPSON Deceased Fiduciary ~:r..RQM T.OIMMACK.,.. Executrix 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:po rag ro ph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. SHERMAN H.SIEGEL,ESQUIRE Attorney ~2 ",~~. ----------------------- SHERMAN H.SIEGEL ATTORNEY AT L:AW WASHINGTON,PENNSYLVANIA WASHINGTON TRUST BUILDING IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE: ESTATE OF To LUCY THOMPSON a/k/a LUCY M.THOMPSON,deceased Mrs.Elnora T.Dimmack 8 Hilltop Acres Road Washington,Penna. ) ) ) ) NO.72 OF 1970'A.A. NOTICE OF FILING ACCOUNT AND.AUDIT PLEASE TAKE NOTICE that the Account of Elnora T.Dimmack Executrix 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 ~vednesday, Sept.13,1972 at 10:00 0'clock A.M.,at which time and place you may appear and be heard,if you so desire. Dated at Washington,Pa•• August 25,1972. SHERMAN H.SIEGEL. Attorney for Accountant. P.S.Copy of First and Final Account. Audit Notice and copy of First and Final Accounts mailed Aug.25, 1972:, Mrs.~atherine E.Land• Mrs.Elnora T.Dimmack Mr.James M.Thompson Mrs.Helen I.Minton t:ne,d'{/)<l.: t'\..l :;I!:....lQ.._-.1 X:. tt:-: i<\CL >"f.3:<':? 0 ~It...'--' OZ LW ..:::r ·'l Q;;<:.:>-.....,..... 'c.... tiJ l.tJ fi:) ....J &...t..J (I;)t;~ ~.... v;; tJ)~:::t:~<> lL..~ a::IJ.J U) r-tt":~..=- 1835 Ottawa Drive Erie,Pennsylvania 8 Hilltop Acres Road Washington,Penna. Key Royal Drive Holmes Beach,Florida 2209 Hartz Lane Conshohocken,Penna. ~n t4e CtLnurt nf CtLnmmnn 'leus nf lIuslTinghtn CtLnuuty. Jeuuayluuuiu.(@rp4uua'CtLnurt Dimaiou \ \ ESTATE OF LUCY THOMPSON,·a/k/a LUCY M.THOMPSON, Deceased. N 63-70-72o._----:::.:::-~--:....:::..-_ In the matter ofthe First and Final Account of Elnora T.Dimmack, Executrix ADJUDICATION AND DECREE September J J 72 ..And now 0,19__,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due cons ideration thereof of the balance for distribution in the hands of the Accountant is determined to be $9,700.00 .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 disribution hereto attached and made part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. { SCHEDULE OF DISTRIBUTION Balance per accounti _ Balance -------------- Deduct Clerk's Costs &Receipts _ Attorney -"'S~h:.;,:e:..::.r_==m~a=n~H;..!.__"='_S..=.::ie"4g~e"-"l---------- Russell Marino,Clerk O.C.,costs in certifying real estate to Recorder, $9,700.00 $9,700.00, 26.50 $ra97.50~P0 ./Ci1:LJ -f&.;{'S~~'~f 4.00 ~.Cf.{i. $9,669.50 Olga O.Woodward,,Recorder,costs recording certification of real estate,and costs registering same, Russell Marino,Agent,transfer inheritance tax, Interest from 4-7-71 to 9-24-72 Contribution to maintain assets of estate in kind, 1,71' 7.75 PZ.JL~-7CJ-0~~fltA--·'"(.$9 61.75 $383.69 '3,~¥7 /~T2.. 33.70 f·.41 ',.;;1' 417 .39 ~~".~ $9,244.36 I 355.64 $9,600.00 Katherine E.Land,daughter,1/4 residue,including an undivided 1/4 interest in real estate as hereinbelow described which is subject to an article of agreement to John G.Gloady et ux.,dated April 1,1972,2400.00 Helen 1.Minton,daughter,1/4 residue,including an undivided 1/4 interest in real estate as hereinbelow described which is subject to an article of agreement to John G".Gloady et ux.,dated April 1,1972,2400.00\ James M.Thompson,son,1/4 residue,including an undivided 1/4 interest in real estate as hereinbelow described which is s,ubject to an article of agreement to John G.Gloady et ux.,dated April 1,1972,2400.00 .,. \ .-- .' ., 0 ~ .....):0- m n.:J Z l/l n 9 0' 0 .... .",... c :::r ~i :J (l).... .....0 0 3 ~ ..........0.... t ~ ....(l) = ., ~ 0 .. := .........:r(l) ~& ~::t~~ .j , •J ... ,. ,. ....;';..... Elnora T.Dimmack,daughter,1/4 residue,including an undivided 1/4 interest in real estate as hereinbelow described,which is subject to an article of agreement to John G.Gloady et ux.,dated April 1,1972,2400.00 No balance IREALESTATETOBECERTIFIEDTOTHERECORDERfF WASH NGTON COUNTY BY THE CLERK OF THE ORPHANS'COUfT DIVISI N •I Lucy Thompson,a/k/a Lucy M.Thompson,devisor,to atherine .Land, devisee of an undivided 1/4 interest;to Helen 1.Minton,devisee 0 an undivided 1/4 interest;to James M.Thompson,devisee of an undi ided 1/4 'nterest;to Elnora T.Dimmack,devisee of an undivided 1/4 interest each un ivided interest being in and to all the right,title and interest of he deviso in parcel of real estate as herein described -said parcel being sub ect to an rticle of agreement for sale to John G.Gloady et ux.,agreement ated Apri 1,1972. Subject real estate being described as follows: ALL that certain lot or parcel of land si uate in th Borough, now CUy,of Washington,formerly West Washington,Wa hington C Pennsylvania,known and designated as Lot No.9 in Bloc CC of th plan of lots of the Borough of West Washington,bounded on the N rth by A dison Street, on the South by Catfish Alley,on the East by Lot No.8 a d on the No.10,said lot being 30 feet in front on Addison Street a d extendi even width 150 feet to Catfish Alley. BEING the same as conveyed to Oscar .Thompson and Lucy ty in Deed 929, s survivingwhereuponthetitletosaidpropertyvestedinLucyMaeT tenant by the entireties. Book 499 page 553.The said Oscar B.Thompson died A SUBJECT HOWEVER,to unrecorded Arti Ie of A eement from Elnora T.Dimmack,Executrix under Will of Lucy Mae T Mae Thompson,his wife,by deed of David Hostutler,per Executr'.et all dated August 24,1922 and recorded in the Recorder's Office fo Gloady and Margaret Gloady,his wife. RECORDER:SEPTEMBER 2 ,1972ClmTIFIEDTO L ,- HIJ 0 ~~ -t\~Z ~n """!=> :)b1 t:Y 0 ::rc(l) i (l ~3.... 0 0 0 -t\-t\~".4"\ .., fa 0 ~ -t\ t """::r :: (l) en N c:>0(.1)<..,..-Ic..~C"'..: ......_J :c ;;0 :r.:"..",t•-0 Q......~l.i- e.~-~~S:.::).:::r --;,~~~a U,j ---w (~W !--:z .Q..c.nVJ-~ ..-J l-o.J U)'-:c ""en :::>Q)CJ'.) a:::w < r-...J c:::~ :El.-......-... ,- j IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA (ORPHANS I'COURT DIVISION) IN RE: ESTATE OF NO.63-70-72 LUCY ~HOMPSON a/k/a LUCY ~.THOMPSON, Deceas'ed PAY TRANSCRIPT Russell Marino,Clerk,costs in certifying real estate to Recorder and audit costs $30.50~~1~ Russell Marino,Clerk Olga o.Woodward,Recorder, certification of real estate :' Russell Marino,Agent,transfer inheritance tax 417.3 Katherine E.Land,daughter, l/~re~idue,including an undivided 1/4 interest in real estate 2400.00 .-..1HelenI.Minton,daughter, 1/4 residue,including an undivided 1/4 interest in real estate 2400.00 ...')JL..~l~~ Helen I.Minton I} 2400 . 00 ~/~t::.:::2j~~~"..L!}~"~iJ::::::L~/Z2"~~~-Elnora T.Dimmack Elnora T.Dimmack,daughter, 1/4 residue,including an undivided 1/4 interest in real estate James M.Thompson,son, 1/4 residue,including an· undivided 1/4 interest i~ real estate [. I 'Vd "0'1 \[I"'!~\~'IH0\-{UvIIV.I.,."l~;)vIn '''''1"11 ;t,.J"-""ls!n,u~J'i~.:J U 0 ~,v:.1 Q "',)I11 '",",.,-I ('\'"'n\lU!1;.:I;"~f :.:J:J::1l C1 }~c:---\J 0 :--<.0"-- ~\w \ -.J. \)1 ~, D ~'V\9JG X 1 J .ell ~r" IN THE COURT OF u;Dwdn :m2"LEAS OF WASHINGTON COUNTY,PENNA ,.D..EP.H.ANS'.COVET DNISION'"12 ~I:P 25 Pit 3 4U No.72 of 1970 HEARING ON AUDIT The Honorable RICHARD DI SALLE,J., SpeciMy Pres idi ng. SHERMAN H.SIEGEL,Esquire,of Washington,Pa." representing the Accountant. ClU<:'::E·'!!'.'d1IHl~n 'I_I ;".j -"",~.•,,I'h,...~f1 '1 rlEGI'-'l""'['-,-\"lL1Fi'{.~t::'~~lJ!"~~t t _(.) ,WASHiNGTMJ CO.•pt... LUCY THOMPSON,a/k/a ( ) ( ) ( Estate of INRE: r:u it...!!!a ~.~APPEARANCES:' a:l.., J:~"N :5 LUCY M.THOMPSON,z ,0(~~Deceased.zzIda. io... CJZ :I: (II ~BEFORE: ",J ,j .. is Sherman H.Siegel. M.Thompson.The Executrix is Elnora T.Dimmack and the attor ey Je uiII:~TIME: II:oQ. Ida:...~THE COURT:o ' U .I 0( U ii:lI.o MR.SIEGEL: Wednesday,September 13,1972,at 10:00 A.M.,EDI3T The estate of Lucy Thompson,also known as L cy If Your Honor please,I have the papers necess ry for the audit of this account.The decedent died leaving a Will in ,1 • whith she l~ft her estate to her four children.The only asset consists of a piece of real estate in the Eighth Ward of the City of Washington,which has been sold under Article of Agreement by 2 , _~~:L~_H --:-~-1__ the Executrix and it is requested that the real estate be awarded to .the four children,subject to the Article of Agreement.There are 0 ,.creditors. THE COURT:Is there anyone here interested in the estate of Lucy Thompson,also known as Lucy M.Thompson? •(NO RESPONSE) THE COURT:The audit is closed. (AUDIT CLOSED) I hereby certify that the proceedings and evidence are contained fUlly and accurately 1n the notes taken by me on the heartn of the above cause,and that this copy is So correct transcript of the same The foregoinq record of the proceedings upon the hearing of the above cause is hereby approved and directed to be filed. JI.•, rlCC-81 (6-711 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT ELINOR!Te DIMMACK (Executor or Administrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division J I In Re:i Estate of LUCY THQlvJPSON a/k/a Washington County -File No._6_3-_7_~_._72 _ Dear MADAM! You are hereby noti fi ed that the_-----'O-'-R-'-]_G_IN_AL-=-_ appraisement in the estate of ELINORA Te DINMACK has been filed inl the office of the Register of Wills of_-!w:l!1!A~S~H~IN~G~T~O:!.!:N!...__ County on JQI.Y 20,1922 ,19__,Said appraisement reflects the following valuations: Real Estate 10-'-,=-0_0_0_e_OO _ Personal Property _ Transfers ---,,---_----.-_ Jointly Owned -=1=2L!.,.3~5'__'0:...:::;_"'5..:;.6----_ Tota I ---.:::2::::::2:L,.3~5~0:...!.~5_=_6 _ 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 nine (9)months (fifteen months ~hen death occurred from December 22,1965 to June 16,1971,inclusive; and twelve montl1s when death occurred prior to December 22,1965)from date of death, interest at the ra;te of six (6%)percent per annum is charged. I Any pa~ty in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date JULY 20,197.::::.0 _ II DATE OF DEATH-:JANUAR'~7,1970 II Note:This is ~ot a bill. I . Signed FB_RED TO_S_I _ Title __AP_P_RAI__SER__1 _ ,','..,.,"'..';",:"'/':d,'. ".'RCC-39 (&-66) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT 'SUMMARY· Estate of THOMPSON,LUCYa!kja (Last Name)(First Name)(Initial). .".~ATE OFDEATH1~7~70 FILE NO.63-70-72 REPORT OF INHERITANCE TAX APPRAISER I,the undersigne~dldy appointed InberitanceTax Appraiser in ~nd '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,inthelast column ~o the right in Schedules "A","8","C",and "E". I Dated:JULY 20,1972 •,INH.ERITANCE ,vAX APPRAISER REPORT OF THE REGISTER OF WILLS WASHINGTONI,the undersigned duly elected Register of Wills in and.for"".,County,Pennsylvania,do respect- fully report that I have allowe4 deductions inthea~oun~sclaimedbydeponent,except as tothose items where a greater or lesser amount is set forth in the last column to .the right in sc;:hedule "F",which greater or lesser amount represents the sum allowed as a deduction. REGISTER OF WI LLS 10.000 00 J..£;..J.Jv..)v 22,.350 56 None 2-2,350,5622,350.56 VALUE S REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$---.-------+-- 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 ..t=t=l=.rri"" ESTATE TAX ASSESSMENTS $....,......,....-..,....-..,....---,- annuiti.es ........•.•...-.• . • .$.~~..-I $--__--'-_L,..,.._ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Rtwenue. COMPUTATION OF TAX i$--------+--$.;..-,.,.......,.,..."..-..---+-- $...,..---.--~--+-....:.,.. $----.---.-----.....+--- $-------~- TOTAL TAX FOR USE OF REGISTER ONLY Tax on'$-+--~'~ Tax on $QY Tax on $5% Tax on $.11)% Tax on $.15%' Exemptions * Total Estate --'1-,._ Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::.:::~:::.=~:::;::...=' BALANCE OF INHERITANCE TAX PUE $k Add interest a\~ateof6%from $..,.,'__-__·....JL AMOUNT OF ESTATE TAX ASSESSED$..,....-_....,...,.-~l-.-,· Estate tax paid "$-~.......L....$-.,.;.-----._--l·L·· BALANCE DUE ' Add interest at rate of 6%from ----_tIO-------$----.----lt::."TOTAL TAX BALANCE $---_~,PAID.$....J FOR USE OF REGISTER ONLY ADJUSTMENTS . NOTE:Where subsequent adjustments are made to tbeabove computation of taltby 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 LUCY THONPSON a/k /a Deceased ( Late of . County of SOlJ'rH $'rM.:all.~'rWP ~.'........ WASHINGTON' ,...... I /7 ,. Commonwealth of Pennsylvania • REPORT AND APPRAISAL ..." ... "" .......:.: ",.~. '. I j Funn RCC-2 .DEPARTME1'~T OF REVENUE ..BUREA.U OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COUNTY """WASHIN,GTQN,.,,,,,,.,,...,,,.,,,,.,.,,,, FILE NO.,.,,,,.63.~7Q~7.2.,..,,.,.,.,,,,,,,,,,,,,,,.,,.,,,..,,,,,,,,.,,,,,.,,, ....'..COMMONWEALTH OF PE'NNSYLVM-JIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE JULY 20,1972.,,. LUCY THOMBSON a/k/a SOUTH STRABANEWhereas,,,,.,.,""",..,.,,,.,"","""",.,.'..,,.'..,..,,.,.,,,.,,..,.,.,.,,.,.,.,.late of ,."",.,.,."""",,.,,,,,,,,,.,,.,.,..,.,",.,.,,..,,""""""""",." in the County of ..,,.,.,...,..,.,.:!..,.~A~~~~~2~,.,.,.,.,.,.,.,..,.,.,.,.,.,...,.,Commonwealth of Pennsylvania,having died on the .,..,.,.,.,.,.,.,,.,.,.,7~~,.,.,.,.day of ,.~.~y~!.,.,.,.,.,.,.,..,.,.,.,.,.,.,...19..,..7.9."seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,,.f.~.,..r.Q.~+.,.,..,.,.,.,...,.,,.,.,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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes REALTY $ SEE SCHEDUlE "A"OF APPRAISEMENT 10,000 00 JOINTLy-oWNED SEE SCHEDUlEliE "OF APPRAISEMENT 12,350 56 I I TCDTAL 22,350.56 ! 1 ,., I , I '.,; " I , ...... ,0 : r that th b m - WASHINGTON County i,)... RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .,,~. ...LUCY..TH01JlPSON a/k/a . Deceased. Late of SOUTH STRABANE Date of Death,JANUARY.·7,·.19.70 . Appraisemel!t Docket Vol.,??~. Page,?9.~~.....No §?:7.CJ.~7..?:. Filed in Register's Office,.~~I.?9..I 19.7?. Amount of tax due $,. DEPARTMENT OF REVENUE Received, Examined and Approved,c•••..•.••...••••••.••••••.•••••••••, WrMe abo.ut Appraisement, Appeal ["om Appraisement~. Entered and charged,. ,.,~. •" • J .''1: Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHI~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 hy the Secretary of Revenue•.(Section 703 of the Inheritance and Estate Tax Act of 1961.) ........~p..G.x ;;,.;=;..;;;~.::.:;.:~;~;~~~.:.;.HQ.M.R99.~OF Executrix (State full 'name of decedent). South Strabane 'TowBship .}{\'(J)R(m~XLateof,,,........................County . state of :E:'.~p:D:.1?yJ.Y..~Xl.!..g,:} ...',ss: County'Wi W.~§h.:i:,D:g.:t::.sm : . ........................E.l.nQ.r..a T.P.immg,li;k..... or the estate of the above-named decedent being duly sworn,dep,ose S·and say S Executrix ~ ........~Hl?~NJ:I·~J~G~~L.~~gY.~g~,.. 215 Washington Trust Bldg. washihgtdfi;·····Petlfisylvania15301· Decedent died J..~~~~~y.7.ij;;.~i 19J;;:;;~)~;;~~~~~Vinga last will,copy of which is hereto attached.} Name 'and address of·attorney or} other authorized representative to whom all correspondence should be mailed. That as such ~~~.£~~!:!.~deponent is familiar with the affairs of said estate and the property con- .(I·;x",,"tor·Adminilllrat.or). stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit bllX registered in decedent's individual name,or jointly with,or as agent or deputy of another;or in decedent'slndividual name,with rightof access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS .SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT NONE That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonweal th of Pennsylvania of which decedent died having an interest therei~.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,·rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the.assessed valuation of each of said parcels,the .estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether i~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 thereo~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 by decedent,together with the fairly estimated market value thereof;all bonds and mortgal!es held by decedent and of all claims due and owing decedent <It 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 policles 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 rlue 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. --~~d,£!;i<~,~(Executor-Administrator) 8 Hilltop Acre Road......................,-. (Street Number)Washington,Pennsylvania 15301................................................................................................................................. (City or Town and State) ·-,.'~ 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 liabilitie~ thereof ~s 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 val~e 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 copy of the deed,trust agreement or other instrument creating the trust.Therl~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 0 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 dece'dent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's Will,if any,died prior to decedent,the dates of their death,their issue,and the relationship ,of such issue to the beneficiary. That Schedule E attached hereto ,and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the 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 lmpaid 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. Subscribed and sworn to before me this .....(f.~.. NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column '#1 in the "Summary"has been properly completed as above-directed. // RCC·34 (1-64)! COMMO'NW'EA'lTH OF 'PENNSYLVANIA DE'PJtRTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEPENT 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 liE".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 with a general description of the property,with a reference to the record of the conveyance by which the decedent took t.itle;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 (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In this spoce) Lot No.9 Block CC Plan of We~t Washingtc n, 8th Ward,City of Washington,Washington County,Pennsylvania. Upon which is erected a 2 story frame .0 uff/o 10,000.00garageknownas856Addisonstreet ~~ house and Insert thi s total opposi te "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. 10,000.00 CO¥MONwEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DEr,EDENT 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 any undistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKET VALUE (Do not write in this space) NONE I , , i Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return.NONE RCC-36 •~OMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX liES IDE;';T DECEDENT SCHEDULE "c" TR..A.NSFEflS (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,wi thin two years of death,transfer property from hiJW)elf to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)1\10 (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 therefDr 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 valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or e~joyment 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)_~NMOJ-_ (6)If the answer to (5)(b)~bove 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 tim~,transfer property,the beneficial enjoyment of which was subject to Change, because of a reserved power to alter,amend,or revoke,or Which c01lld revert to decedent under terms of transfer or by operation of law?(Answer yes or nO)__~~~J~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 MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. NONE ..,,.. •C6,MMONWEt\LTH OF PENNSYLVANIA THANSlt:R TNHElUTi\NCE TAX RFSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY nSTRrCTIOti"S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of'the decedent and others.List real estate f'irst,as entireties,or joint tenants,giving brief'description,as indicated tmder Schedule "A",plus the date and place 'of'record of'instrument ef'f'ecting 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. Description of'Property,Date of'Acquisition,Name I unit Address and Relationship of'Cp-Owners,and Place !Value of'Record of'Instrument,where Real Estate.! percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of'Value of' Entire Decedent's Property Interest 1.Savings Account #S~16112 -First Federal Savings and Loan Assn.of Greene county -n/o Lucy M. Thompson or James.M.Thompson o-t,.:/~1?"d'c~/Iv-(~Amount $12,009.10 f6Cl 0't '5:/"1/2'taxable 6004.55 2.Savings Account #S,...16083 -First Federal Savings and Loan Assn.of Greene County -n/o Lucy M. Thompson or Elnora T.Dimmack ~~~~);~Amount $11,582.02/lI-f'71/·1)/1/2 taxable 5791.01 3.Checking Account -Pittsburgh National Bank (Wa~hington Office n/o Lucy M.Thompson or Elnora T.Dimmack •.,rJ(/'f.1 Amount $1110..,0.0 1/2 taxable K.~~~55.00 I I I I I , I I IIII!I I IIII III I -q-:J II f V;<36"0 ,s'k I Insert this total oppos'ite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of'this return.12350.56 L.:-~_ RCC~37'.C}?-"63) C01\.fMON"-EALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Katherine E.Land Daughter Yes One-fourth 1835 Ottawa Drl.Ve -'.....u......"",_.....~u ...... Helen I.Minton 2209 Hartz Lane "na_of'l"\l1...-f-h,--,...~-,.Vro,.. ,_.....u .........,J -........'~ James M.Thompson Key Royal Drive ,,[:La.;,on yes one-:r:our1:n Elnora T.Dimmack ~til.Lltop Acres Roa<1 T.l....,..'h~Dro""'",,...",.j.:'ro_'U'ro ro,',c--_........ ~........................_..._u -, . . - I I II i \ h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~[ATTER OF THE APPRAISEMENT (Executor-Administrator must complete "As Reported"column #1.) Will ·t N Administration \o. ~·THE OF THE ESTATE OF Year . Cl..,oenen ""-3~x~CT'~ trlen.....~.....ro :C.p-j "'t1 ~o ~~25,/-'''::l en ..........en 0:.........::l "'t1,rt ~e:...(3:tU en "'t1 "g 'ti (3'"'0 "0 ~,to ~.(1)..... 'ti '<,j-t ,"<; LVCY 'l'I:IOMJ?SONa!k/aLUCYM.THOMPSON Deceased Late of .South Strabane Township. REPORT AND APPRAISAL Commonwealth of Pennsylvania County of Washington °'1d "00 N01~NIHSVj\\ Slllfi\;10 'd31SI~3~ ON\UVl~1 1l3SS0B enc::~~>~--..--..>-<:W en ennn?"?"?"n tt3 ;;; ~::-.---...-"--...- -fh -fh -00 ~-fh -fh f-'-N :I-'> N N ·0 en.....:...~W W !Z !ZOro-iJl iJl 0 o 0'"0 -::: 0 0 ::s ::So S;•~(I)(I),......(1)U1 U1 :0 c.. P'0"1 ,o~·· SHERMAN H.SIEGEL,ESQUIRE 215 Washington Trust Bldg. Washington,Pennsylvania ias f"d G\\lor iL.., i· '0 3':1 ';l -OO-OO-OO-fh-OO-OO >:r. o 1':-8"l'V3- g c.." , .J ... Form RC C·II'DEDUCTIONS ALLOWED IN J DATE STATEMENT OF DEBTS AND DEDUCTIONS b3-71J-7:J- .LUC M. ESTATE OF LUCY THOMPSON a/kia/LATE OF ...;:)t1Wl;A-O::lS..J;t~r:l:aub~ai.\ln~e=-T:.u:.Jo~Wt.Lnu:suh;L.iyp~__ July lS«1972 DATIi OF DEATH _..l:J~aO!:nu.u.!oU2l11""r-zy~7~,......o!l.1~9.!..7~O:......_DATE OF FILING APPRAISEMENT. OFFICE OF T,ME REGISTER OF WILLS AND AGENT OF TME COMMONWEALTH OF _....:.W~A~S:::..:I~I~I.:.:N~G:..::TO:.=N~_COUNTY DATI!:NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" 1 9 ~~t'.Mol 1r1 ....olClIN T.ohT decedent 200 00FohBna.rdinc "">.-....R -'.<C 11 -11 ~YDAnQ@ 1166 15 Mar.18 Robert Levers Repair cetling -tenant hou!e 157 87 1\,'\....1':1 u ___..R •.Cnok City Treas.1970 city taxes 58 80 .T....."'"1 s White &Sons Marker 110 00 1(\..Pub Cn ~4 iee ..1etfoArA 14 00 .......~,,-Y•.,.a 1 l.a u ....,.c ..."_..In nn "01 .:;,.........~..-?n u ___•1),..........~,..1.....-1 n.,/\....'-".,.._" _...--.....,-J..IV uv Malcolm Morgan,Co.Treas.1970 County tax ')7 ')7 I, ')')._.''I),,'''',......~l ___.I-t:.._A ___..~'2A I David WacJner Ren,.;r roo"-....._.._...lQn ~n Aua.4 Observer Pub.Co.Clas~ified rent advt.1 an Citizens 1 It'.dnA ':l24Wa.ter ("0_..'0 aA T.,,.........a ..1 ...r ....... 01 ~.. Walllh -E Wagh Jta Auth Account due ..?.,~ 71;,•••••j 1 1)lnmh";nN (On T...........1 1 ."""'••~ft...........,.""I:.D1 1:.0-~....... Yonsell J.Eller,Sheriff Taxes-:l'1etzel Co.,West Va.2 12 ..._....11 ~~~-'1:'''--..-...,.,1'''\--1Dec.4 Charles Heaston Labor 7 50 1 9 '1 1 Mara -2 Bruno pl11mhinn (t,..'Pl11",h<Cnn ....ct "\ft ~I\ Ii u"'__u R Cook (";fo.v ....1Q71 rifov ....v I""r::.0 ~ ~~25 McVehil Plumbing repairs Plumbing Repairs (8 25) MAV 12 Mrs Strawn lPAint-:linn rt:.n nl\\ 27 David Wagner Roof repair \......~:r.---~ 31 Malcolm Morgan,Co.Treas.1971 County tax rl7 27) .J' June 4 Observer Pub.Company Classified advertisement 1.80 }se:(continued on back) MILS Notary ub IeM"RGA 'NGTON cQ.•..A, N WAsHl 197'''''- WAlUI1NQ ' •february 27,.PlA,CommisSion Expires ADMINISTRATION SUBMITTED TO THE ESTATE OF .orcSED.AS DEDUCTIONli ""OR INHERITANCE TAX PURPOSES.~p!'/ 7 th ->e:,i:;z &d&c/"L ,i)....~-:n~~<-1-(L,S.l SWORN AN~Hi'fyCRIBEDBEFORE ME ,THIS 72 DAY OP' COMMONWEALTH OF PENNSYLVANIA COUNTY OF.Washingtci>nElnoraT.Oimmack I.HEREBY CERTIFY.THAT,TO THE BEGT OF ...V I<NOWLI!:DGE AND BELIEF.THe:FOREGOING IS A J"ST~tlD..:r~UE ATATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OP'LUcy 'J:nom!:-'son 1971 June-rs- JfKKXlltlIUXIIU%t;fX July 12 Aug.20 • Pat Charme1y Harry R.Cook,City Treas. AM Insurance Plumbing RepAirs 1971 School tax Fire insurance-house ~ 8 33.00 May 1972 1 Harry Cook,City Treas.1971 City tax Malcolm L.Morgan,Co. Treas.1971 County tax Margaret~Bails Witness to Will and Notary ~.~ 8 10.00 Fetherlin &Carl Appraisal fee -real estate .,.--..r,:-;O-;o e-\;fT\c ~r'f1(ft~lf'•-:s:.(flrfl -0-...-\rn t..O;zc.l-1r '"G';n r---l '-0oC1-..:'::::c'Z"'f1';-C)~~0 __J' .1'-IJ1.10 co-o(/)". filing j.nventory &account 20.00 32.30 50.00 626.75 -- ~/~ ..-'nil"1 t '....J I·~"- I'l Total $17.00 14.00 1.30 Reimbursement: Probate costs Advertise letters certified mail Sherman 'H.Siegel 1979 Jan.20 Reg.of Wills 23 Wash.Co.Rep. Postmaster Sherman H.Siegel,Esq.counsel fees Russell Marino,Reg_ Qi~~A-)f.-(~~r;;~~;( Crdfe.tU?f ~Ib ~/' ,. ....:•.,.•.::,•.,.,..,••._c.,C•••• '....... ,,..'.:.~,~IL •.~_~....r.,:,::':':-'::._:."",;,..'-t~:'...:~_.:.~~:.~..<.., ~3-7b~7~ ~:'. alJ.of my just debts, II, s1;,,11 , I TH 1""'~'''l c"~".'h'<""'I~"'u';-r"i ',.-Oi'......_.l..~.........,....'.1.1 ;.,.,.,•.,#.,..v.-'"-'. IT~~1.1 2:' -~"",,,,,",,,.......'ti~ :tt,'}.(tlo·:'~T)r;Qrl 8.!),d:EJJ:lora ~C,;rJ:L-:l;~!;3.C1':f j.n in .'" , _....-....'-"--:••~~.....,.....Q: (1.::·-.,v \: , """,,",~.•~,~_,.to;;:::.1~.·J_"" '- r ".,I :",,!T,;ilr~s ,_........""..•......-.-:&..!t<otr.=!Ll-=:'~~......_w~..;.,-~ PRESENT RECEIPT WHEN LIFTING INS'dWMDNT Satisfaction $ . State Realty Tax $.. Total $..7./ZS.~ I I I I I I II I I I I I I I I I II II I 1 I \ I I I I I I II J'\ i I( I 1 1 1 I 1 III \ ~eds -Registration Fee $~.~ I I 1 I II1 I) I 'I I J, J J J J Ij J J 1 I I I I I I I I 1 I I I I 1 i I I I I I I I I II,...._....w ___•__"__