HomeMy WebLinkAboutOC1970-0099 - ESTATE OF JONES.'~
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LAST WILL AND TESTAMENT
declare the followin9 to be my Last Will and
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I hereby revoke any and all Wills,Testament and
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:I direct that my Executrix promptly pay from out of
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So I give,devise and bequeath all of my property,
6.:In the event that my niece aforenamed should have
.'~.~;:(I,'JAr.lI~S,R o·JONES,single,of the Borough of Charleroi,
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unable to serve or unable to complete the duties of her
a common disaster,or if my niece shouldno~survive me for a
the proceeds of my estate,all of my just debts including the
expense of my funeral and the costs of administration o
appointment,then I nominate and appoint my Grandniece,KAREN
I direct tha~ihe be permitted to serve without bondoI
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Testament.
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II whether the,~ame l)e real,personal or mixed,unto my Niece,
I GLADYS O'NEIL BAUTZ in fee simple forever 0
I,BAUTZ to!IIII
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II Codicils by me at any time here~~£~;e made.I,
.11 2.~nominate and appoint my nie~e,GLADYS O'NEIL BAUTZ'l!
I I 'I\to be the Exe9utrix of this,my Last Will and Testament and I 'I IJdirectthatsilebepermittedtoservewithoutbond.1,1
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be the Executrix of this,my Last will and Testament and I
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predeceased ~e,or in the event that we should meet our deaths in iIiI
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WHEREOF,I have hereunto set my hand and
of Dec~mbe~,1968 0
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James
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grandniece KAREN BAUTZ in fee simple forever.
period of 30 days,then I give,devise and bequeath all of my
property,whether the same be real,personal or mixed unto my
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i\ffi~autt (@f 1£xrrutnr ®r i\~mtut6tratnr J
~tutt of ,tUUnYlttUUiU},
C!!ouuty of 1lllIunqiugtou nn:
Personally before me,the undersigned authority,a .~.g•.~~y..P~~~~.~in and for said
County and State,appeared G.la.d.Y-s Q.~.N~il ...Bautz who,being duly
sworn according to law,deposes and says that She is the executor or administrator of the es-
tate of J.~~~.§R!'J.9.9-~.$.deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate ofJ.ame.s R .J.one.s ,
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
:::t:;~:a~:~,;a:~~~~:~;~bove namedExe:~~~~~f~~~}~
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~~::ADDITIONAL INSTRUCTIONS
"1.A~inv;~t.o~i_-.fuustbe filed within three months after appointment of personal representative.
2.A 8upplem~tal inventory must be filed within thirty days of discovery of additional assets.
3.1 Originarand 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,iIi-
•.eluding 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
31utttutory nub l\ppruintUttut of the goods and chattels,rights and credits 'Which
were of J.~.~~~R~J.9.Q~~.late of ..C.h.ar.leroi ..
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
Field Finance Certificat~s
Series No.2749 -2763 $500 at 1/2 interest 250 00
$500 at 1/2 interest 250 00
$500 at 1/2 interest 250 00
$500 at 1/2 interest 250 00$500
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at 1/2 interest 250 00
$500 at 1/2 interest 250 00
$500 at 1/2 interest 250 00
$500 at 1/2 interest 250 00
$500 at 1/2 interest 250 00
,$500 at 1/2 interest 250 00
.$500 at 1/2 interest 250 00
$500 at 1/2 interest 250 00
$500 at 1/2 interest 250 00
$500 at 1/2 interest 250 00
$500 at 1/2 interest 250 00
United States Savings Bonds
Bond Number Date
$50 L4007215209 Jul.1942 91 22L4007215210'N~.1942 89 30L400:t215211 Apr.1943 87 86
L4007215212 •Jun.1943 88 20
L4007215213,'Sept.19432 86 40
L4007215214,Oct.1943 86 40
L4007215215 Jan.1944 86 76
L4007215216 Feb.1944 85 00
L4007215217 Jun.1945 82 56
L4007215218 Nov.1945 80 90
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Inventory and Appraisement
Page 2
Bond Number Date
$100 C4004298040 I Jun.1942 182.44
C4004298041 Apr.1943 175.72
C4004298042 Jul.1943 176.40
C4004298043 Oct.1943 172.80
C4004298044 Jan.1944 173.52
C4004298045 Apr.1944 170.0'0
C4004298046 I Jun.1944 170.64
C4004298047 Jun.1944 170.64
C4004298048 I Jun.1944 170.64
C4004298049 Jun.1944 170.64
C4004298050 Jul.1944 170.64
C4004298051 Oct.1944 167.16
C4004298052 Nov.1944 167.16
C4004298053 Jan.1945 167.84
C4004298054 Apr.1945 164.40
C4004298055 May 1945 164.40
C4004298056 May 1945 164.40
C4004298057 May 1945 164.40
C4004298058 Jun.1945 165,.12 t
C4004298059 Jul.1945 165.12 '.
C4004298060 Sept.1945 161.80
C4004298061 Sept.1945 161.80
C4004298062 Dec.1945 163.96
C4004298063.Apr.1946 160.60
C4004298064 Aug.1946 158.00 I
$500 D4000891749 Jul.1944 853.20
D40008917r.S Jul.1944 853.20
General American Life Insurance
Policy No,.G-6240,Certificate 5377
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Wheeling-Pittsburgh Steel
Check for monthly benefit
1,000.00
93.50
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NO.63-70-99
:.:
INVENTORY AND APPRAISE1~ENT
IN THE .'
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-_JAMES-~_.!ONES~
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INV..DKT ..AL ,5'>~.
P,~a;
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,}'55:
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The within named Accountant being duly sworn according to law,deposes and say S that the above account
as stated is true and correct as ,S_he __.verily believe.
;:...,~tiSwornandsubscribedbe,fore me t~IS ~.
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day of . . ..;J:~~~.~y ......,....._..
L -->'-qM:!;:-AARSH
NntiJry -p~.I..:.Washington,0aShington Co,'
,lImission Expires Maich 12,1973
Washington County,ss:I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
prescribe~by Statute and Rule of_CJurt,as evidence by proofs
thereof filed to No -CO-3-::.7l-------.---.
Witness my hand and official seal this--ll!!:..---...-------.
----lViji------;----19JC
.\,tUI~~_.1t..l~...------..-.
Register of Wills
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The Court is respectfully requested to determine
proper distribution in this estate.
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IN THE COURT'OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'DIVISION
.
In Re:Estate of
James R.Jone's,Deceased.
)
)No.63-70-99
)
FIRST &FINAL-ACCOUNT OF
Gladys O'Neil Bautz,
Executrix
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Summary:
Tota1 Charges
Total Credits
Balance Consists Of:
ICash $7,609.67
$11,614.74
4,005.07
$7,609.67
-....
Estate of
James R.Jones,Deceased
The Accountant Charges Himself with the Following:
To Inventory &,Appraisement Filed:$11,614.74
The Accountant Takes Credit for the Following Disbursements:
Internal Revenue Service U.S.Fiduciary
Income Tax Return
1/21/70
9/23/70
1/26/71
Harold t.Schrock:
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Commonw~a1th of Penna.
Funeral $1,365.00
1,440.41
544.16
1/28/71 Gordon F.Harrington,Esq.
2/5/70
2/24/70
2/23/70
7/1/70
Register of Wills
,Washington County
:Observer-Reporter
Register of Wills
Reports
$19.00
14.00
14.00
8.50
55.50
1/28/71
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Gordon F.Harrington,Esq.Attorney's Comm.
on Account
Total Administration Expenditures:
600.00
$'.4;005.07
Observer -1!..eporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
Mrs.Gladys O'Neil Bautz813FallowfleldAvenueCharleroi,Pennsylvania 15022
Gordon F.Harrington,Esq.Attorney ,
- --ESTATE NOTICE
ESTATE OF James R.Jones,de.ceased late of Charleroi,Washing.ton County,Pennsylvania.Letters Testamentary llpon the,
above estate haVIng been granted'to the undersigned,all perlSons hav.:ing claims against the estate are-requested to make known the sametotheundersignedorhisattorneyandallpersonsindebtedtothedece.dent are requested to make pay.
,ment to the undersigned without de.lay,
In compliance with the News,paper Advertising Act of 16 May,1929,
P.L.1784,as amended.
Commonwealth of Pennsylvania,County of Washington,55:,..
Personally appear,ed before me,a Notary Public in and for said County
and State,Ri.c.har.d S.•....Cow.an ,who being duly s,worn
according to law,deposes .and says that he is the ..5ecr.etar..y .
of the Obse.rver Publishing Company,a Benns,ylvania corporation,and its
agent in this behalf;that the said Com.pany is.the owner and publisher of
the Observer-Reporter,succ'essor to The Washington Obs'erver,established
September 18,1871,and The Washington Reporter,'established August 15,
1808,a daily news1papie,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
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£'erver-Reporter in
its regular editions on the following d,ate or dates;.
........................~.~~.~.~~.?;y ?~..t ~~.~.~~?~~.~~.~~.?.!.9 ..
that neither tbte affiant nor the Observer Publishing Company is interested
in the subject matter of siaid notice or advertising and that all of the ane,ga-
tions'of this affidavit as to the time,place,and 9,haracterl0 P~bY.,I·Yationaretrue.{,/y •".....----J::Li.-:'I..{;~:_.~~a-.........-
'1045·Mon.·3t
Sworn to and
Wasbington County Reports'
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}88.
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 officiaJI 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 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:
..............Ee.b.t:u.a.t:.y;26..,.19.1.0 .
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.
•• • ••••••• • • • • •• •
JONES,JAMES R.,Dec'd.
Late of Charleroi,Washington Coun-
ty,Penna,,'I B tExecutrix:Mrs,Gladys a Nel ,au z,
813 Fallowfield Ave"CharleroI,Pa.
Attorney:Gordon F.Harrington,.325WashingtonTrustBldg.,Washmg-
ton,Penna.15301
.............Mat:.cb..s..,~2..,.~9.7.0 ..
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
~g=~,of tbi>""u1,,;,"to!tim pl,re ..d ""'(g!thEM.-------c---·?d--·-----·--:---·-t~
Sworn to and subscribed befol~-m~eJthi~·s~------------.....
....~?.!.~day of M~f.f.h ,19 ?.Q.~...A/~.\........ZUd~..a...~~.....
Notary Public
mE C NICHOLAS,Notary Publlo1i.A.TH£R .'t'n u'(lohlngton Co.,Pa,W~sllm!l c",."....Mv fi'r~~':11::'3bn F.xplres
'"'''~'''f;r 1,1973
Estate of James R.Johes........................................................................................f".
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1Jn t~t Cttnurt nf Qtnmmnn 'ltas
nf lIusbingtnn C!J:nunty.'a.
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I 63-70-99.......................................................................................j.................................M-~,~?C~,..
.........................................................................................................................
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Enter IDY....Appearance for the E.S..t.Sl.t~..in the above,
stated case j ..
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...........................................Apr.i.l....1.3.......,19...::1.~
Attorney for ~.~~.~~.~;..BOB A.FRANKS,
.......................................................................;'1"..
.......................................................................................'1':~..
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To ,~I'·"r:ilfj.WI2!fl./;.:ZJ . .....::..
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Prothonotary I
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.........Es.tat.e....o£....Jame.s....R........Io.nes.......
versus
.PRAECIPE FOR APPEARANCE
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Testate Form
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
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Estate of"":!~~~'~"'~'!"}'~~~~"'i""'"''''''''''''''''''''''.N 63-70-990 .
Fiduciary .
i········································D~~~~~~d··f···.
Date of Date of
Decedent's death J.~n~.n J.L.l9..1.Q Grant of Letters J~n.1~.t:y 2.8 .l9.10 .
This is the..F.ir.s.t and..F.ina~account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term .
I
!·~;~~·;;;~··~~·~~·~~·····························r···························~~;~···~·I~~~;~~··································~i~~·~··~~~························.
Under o~will.(cross out on¢)Filed Record >~.
t
N f . .NONE .ame 0 survIving spouse f••••••••.....••..••..••.•••••••••••..•••••••••••••••••••.••••..••••••••..••..•••.•••••..........•..••••••••••••••....••••.•..••••.
List issue,where material:NONE
Did decedent marry after executi~n of will?(indicate)~No.Any children born after execution of will?(indicate)
~No.If answer yes;name them ::.
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Leg.atees
Gladys O'Neil Bauta
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Relationship
Niece
Interest
100%
Fiduciary,if deceased or not sui juris
NONE
List,if exceptions to above:
NONE
If partial intestacy,give facts:
NONE
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I:Adeemed:Revoked:Lapsed:Abated:Give Cause:
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.'lm{.
I
If any exception give cause:NONE :.
File copy of Notice .
and date of mailing !.
Is estate subject to the filing of a Federal Estate Tax'Return?}~Q ,.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.1~.440.4.1..
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
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
c.
Balance for distribution per account,
Itemize any additional debits not shown by account:
~t9~iiJeB2!~~8
Total additional debits (Add)
Itemize any additional credits
Total additional credits (Subtract)
Balance for distribution
$13.~.l9.~.,.~.~.
$ _.
$5(,.4.16.....................7 618 •17 .
$1.•••..•.••..•••
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
~.~..
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If Family Exemption claimed by PTtition,give place of Record:,NONE _.._.
,
If Family Exemption is-claimed at audit,give name,relationship and basis for Claim:,NONE .
iListanyadvancementordistributibn on account that has been made,and nature and amount of same:
NONE
i
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
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Balance of estate to sole beneficiary,Gladys O'Neil Bautz
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COUNTY OF WASHINGTON,S$:
COMMONWEALTH OF PENNSYLVANIA.
I
ITheabovenamedFiduciaryorrepresentative thereof,
being duly_~~~~~_.ldoth depose and say
that the facts set forth in the fore~oing petition are true
I
Office
And your petitioner will ever pray,etc.
..........................................................~..
Estate of ..Iames..R ..Iones .
Fiducia ry .
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-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.
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Deceased
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Attorney
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In t1Jt araurt'af aramman '!tUli af lIulil1ingtnn araunty,
Jtnnliylunniu,(0rp4nnli'araurt 13iuiliinn
ESTATE OF No.63-70-99
James R.Jones,In the matter of the First and Fine.l
deceased Account of__G....;;;1;....a_d..ll.y_s_O_'_N....;;;9....;;;i;.;;;;1;....;;;;B...;:;8;..;;u:;.:t;..;::Z:.-..
Executrix
$8,162.33
SCHEDULE OF DISTR BUTION
Balance per account 1
ADJUDICATION AND DECREE
And now April If:,19-.71-,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon ,due conside:ration
thereof th6 balance for distribution in the hands c:f the Ac.countant is detern:i~ed to be
$7,18.17.and the account IS accordangly 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..'://J
Additional credit:asked at audit
Balance:.:.-_$7,618.17
Deduct Clerk's Costs &Receipts'--_
Attorney Greenlee Richman Derrico &Pose.
Gladys O'Neil Bautz,niece,residue,
21.00
1597.11
No balance
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN t!.
ORPHANS'COURT DIVISION
are Greenlee,Richman,Derrico &Posa.Mr.Derrico?
deceased.The Executrix is Gladys O'Neil Bautz and the attorneys
IN RE:
ES!.E'A''!'E OF
JA MES R.JONES,
~Deceased.
~...>-Ul
Z
Z
IIIDo
ieBEFORE:
l!lzxUl~
~APPEARANCES:
0:I-UIii...<§
C::l~TIME:
t::N
ui0:IIII-~THE COURT:
III0:
I-0:::loo...<UiL...o MR.Z1EJi;MANI:
)
)
)No.99 of 1970
)
)
)
)
HEA RING ON AUDIT
THE HONORABLE P.VINCENT MARINO,JUdgE
of the said Cou rt.
GREENLEE,RICHMAN,DERRICO &POSA,ESRS.,
of Washington,Penna.,rep resenting the
Accountant .
Friday,March ~9,1971,at 10:00 o'clock A.M.
EST.
Number 99 of 1970,the estate of James R.Jone~,
Your Honor,Mr.Derrico requests that you put
him at the bottom of the list.
THE COURT:Very well,we shall call--there are three audits
presented by Mr.Derrico,which will be called later.That's
'the Jones,D'Amico and Rodgers.
(A t the close of the call of audits for this day,the following occurred):
.'
THE COURT:Now we will go back to some of the audits which
we p,assed originally.I believe the first was the Jones estate.That
2
J
I
1 is number 99 of 1970,the estate of James R.Jones,deceased.
Mr.Derrico?
MR.DERRICO:Your Honor,there are no complications in thi.s
-"
0(z~IIIZ
ZIIIII.
iel!lz
iIII~
~~IIIii...0(
[;
Q
:l.,
estate except that we don't have the Audit Petition here.Mr.
Harrington is in Pittsburgh on oth~r bus iness and this was a
matt:~that-he was apparently handling.My understanding from
my knowledge of the case is that the Inheritance Tax has been paic I
all the debts have been paid,the re ar e no creditors.There are nc
complieations.The only heir is the Executrix who is Mrs.Bautz.
,
She was a niece of the decedent.And there was no special problen
I
except that Mr.Harrington is not here to tell us whether he got
the Audit Petition signed or not.So with your permission,I'd like
any notice of any claims.
on Inheritance Tax and there are no creditors.We have not recei ed
to file that at another date.I understand $1446.00 has been paid
iiiII:tfIIIII:..II:::Joo...
0(
[;0~THE CURT:
o
Leave is granted to file the Audit Petition at a
la,ter date.Is there anyone else in Court at this time interested
in the estate of James R.Jones,deceased?
(NO RESPONSE)
THE COURT:
Court.
The audit of this account is ordered clos ed by U e
( A UDIT CLOSED)
IIhereby certify that the proceedings and evidence are contained
(J.
:!zc(~ully and accurately in the notes taken by me on the hearing of the above>-CDz~ause~and that this copy is a correct transcript ·of the same.II.
ig
I!lZiCD~
I
T!?-e·foregoing record of the proceedings upon the hearing of the
oj
~..
~above caus"e is hereby approved and directed to be filed.
oII.III~..~:JoU..c(
ij
ii:...o
•Form RCC-33
RESIDENT DECEDENT
j
COMMONWEALTH OF PENNSYLVANIA'
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF ...~.~~!.NG'l;9.N"".".."..""""."".".""."..".....
IMPORTANT:This return must b~completed in detail and filed in duplicate,'with will attached,with the'
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unl~ss an ex~ension is granted by the Secretary of Revenue.(Section 703 of
the Inheritance and Estate Tax Act of 1961.)
state of p.ennsylvania ,}.
ss:
County of Wash~ngton._.
.....GIADYS O..'..NEIL BA.UTZ .
of the estate of the above-na~ed decedent being duly sworn,depose S and sayS
Executor
Decedent d1ed JaD;~;rL ~;;;.;i.'19(y!~?,{:::::::t:eaVing a last will,copy of which is hereto attached.J
Name and address of attorney or}:.G.ordon F •......Harr.ington•.~E.S.q .other authorized representative to
whom all correspondence should be1~25WEJ~h:i,llg1;OllT+-g$.:I:~14g.,W~~J:~J.Ilg~91l,Pa ..
mailed.
15301
ExecutorThatassuch deponent is familiar with the affairs of said estate and the property con-
(J.:x"cutor·Adminislrator)
stituting the assets thereof and their fair market value.
That at the time of death ther~was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPosiT BOX RENTED RELATIONSHIP OF JOINTINWHICHDECEDENTRENTEDASAFEDEPOSITBOXINNAMEORNAMESOFHOLDERSTODECEDENT
'NONE
I
That the contents of said safe deposi t box or boxes are itemized under Schedules of this
return,with the exception of th~following,for the reasons,hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth full v and in detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It-
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns proVided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated ownlfd by the jdecedent 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-I .,.\debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
.'"""_."are designated as tax free,of the Uni ted States,or any state,or political subdivision'thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,je~eh.;;'~ilverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,.~oats,and any and all
other personal chattels of whatsoever kind or nature,left by decedent,together Wi):.h-thec-rairly estimated
market value thereof;all bonds and mortgages held by decedent and of all claims :diie..··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 brieflr 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
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-partnershiJf 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 ~ther 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 enjoymeht at o'r after death,th"ere is also.attached to the schedule a cOllY
of.the deed,"trust agreement or other instrument creating the trust.'Ther,~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary.
That 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 Impaid 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.
:::::~f~~~ore~~::;J:·;;R;;·-~~~~~~~
Jimry f'llb!i~,Washington.Washington Co....
lh.Commission Expires March 12,1973 (City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RCC-34'(1-64)
COMMONWEALTHOF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS,
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
~~
Real property in Pennsylvan1ia,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyance by whlch 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 ncit be deducted from this schedule.
NONE
(1 )
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
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.
RCC-35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE·TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of ,his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but
payable at death to another or ~thers,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be li~ted,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,p,aintings,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
No.
ITEM
List and describe fully
General American Life Insurance
~olicy No.Gj6240,Certificate
Payable to Estate
Wheeling-Pittsburgh Steel
Check for monthly benefit
537;
UNIT
VALUE
ESTIMATED
MARKEl'VALUE
$1,000.00
93.50
DEPARTMENT VALUATION
(Do not write in
this space)
Insert this total opposite "Persotial Property",Schedule "B"in
the "As Reported"column on the last page of this return.
I
x X $1~Q93.50
RCC'-36
COmfON'\'EALTH OF PENNSYLVANIA.
TRANSFER INHERITANCE TAX'·
~SSIDENT DECEDENT
SCHEDULE "e"
TRA.N SFEllS
(1)Did decedent,within two ybars ofdeath,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)Jes
(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)yes
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedenti at time of transfer 77
(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 lifet'ime,make any transfer of property without receiving a valuable or adequate
consideration therefor Which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)no i
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be s~bject to his power of disposition?(Answer yes or no)no
(b)What was the transferee's age at time of decedent's death?not applicable
(5)Did decedent in his lifetime make any transfer Without receiving a valuable and adequate consideration
therefor under which trans'feror expressly or impliedly reserves for his life or any period which does
not in fact end before his death:no
(a)The possession :or enjoyment of or the right to income from the property transferred?
(Answer yes or no)no
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefr~m?(Answer yes or no)~n~OK-__
(6)If the answer to (5)(b)above is in the affirmative,state Whether the right was reserved in decedent
alone or 0 thers -+---:-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)~n~o~__
(8)Did decedent,at any time,i 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 operatiqn of law?(Answer yes or no)~n~O~__
(9)If the answer to (8)abov~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)Dot appJ j cable
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-takable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable prop~rty below in manner in which provided in Schedules A,B,or E.
ITEM
See Schedule E
DESCRIPTION
jointly owned property
u.S.Savings Bonds
MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "rransfers",Schedule "C"in the
"As Reported"column on the last page of this return.
,.'-,~.
----_.._--------------------------------------------.
RCC-38
CCMNUNWFi\LTH OF l'El\rNSYLV,\NIA
rHANSFEH INHERITi\NCE TAX
r~SIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
DSTRrCTIO!<iS:This schedule mjlst disclose all property,real and personal,owned by the rlecedent jointly
with another or others,inclpding intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule
"A",plus the date and place ,of record of instrument effecting vestiture,but do not include entireties
or out of state real estate v'alue in estate valuation column.Personal property should be listed as in
Scherlule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
th~cleCtlrlent.
percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Field Finance Certificates 250 l>~d 5o 'O 0GladysO'Neil Bautz -neice 500 1/2 of.,.Date of acquisition -,7-24-67 -co-500 1/2 250 IL dSO '0 0
heir of Emma Jean Jones 500 1/2 250 01/J 50 C>0
Series No.2749 -2763 500 1/2 250 or--rJ.~D·O 0
500 1/2 250 01"~50.0 0
!500 1/2 250 hI J-So·o0
500 1/2 250 01 J-So ·00
500 1/2 250 or J io·c 0
500 1/2 250 f)~cASo ·o 0
500 1/2 250 ,,~f)..S"o I 0 0
500 1/2 250 o~~SD'0 ()
500 1/2 250 ptI..6l-50,00
500 1/2 250 pi 02..50,0 0
500 1/2 250 0"1-~So'0 0
:500 1/2 250 j,l'-I .j.So·o0
RCC:-38
CCMMONWE~LTH Ov PENNSYLVANIA
TRANSFER INHERIT~NCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: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 acq~is1tion,and the name,address and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisition,Namel unit percentage Estate
Address and Relationship of Co-Owners,and Place Value Share Valuation
of Record of Instrument,where Real Estate.!
,
United States Savings eonds,
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.
$100
$500
C4004298055
C4004298056
C4004298057
C4004298058
C4004298059
C4004298060
C4004298061
C4004298062·
C4004298063
C4004298064
D4000891749
D4000891748
May 1945
May 1945
May 1945
June 1945
July 1945
Sept~1945
Sept~1945
Dec.•1945
Apr.:1946
Aug.i 1946
Jul.1944
Ju1.,1944
I,
r,"TOTAL
164.4)within 2 yrs.
164.4 )
164.4)
165.1Z
165.12
161.8)
161.8)
163.9)
160.6)
158.0)
353.2 )
353.2
$10,)21.2£
/(P~'YO
/(Pr/~O
/(P~(0
1&5.1 /2...
J~5./~
/cPj·fa
lui.fO/t3.rtf;
j(,().t,o
/.s-Y~()O
153,.20
fS3-;Lo
-RCC-37 (12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX '
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofailwhoillegitimate,children DECEDENT OF BENEFICIARY
ave an interest,vested,contingent o~other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
~l~dv~O'Np-il I "I\lt:ll;rot:ll Yes 100 per cent,-"
i
,
!
i
:
:
"
I
.
I
I,;
I
:
I
,
,
I,
Deponent further says that all the above-named benericiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
,
I
,
I
SUMMARY
Real Property (Sch."A")
Personal Property (Sch."13")
.Transfers (Sch."C")
.J.Q.ip.tl.y OwP..~4 :r.r.Q.p.~.t.ty S.q.Q..,.ft~~'
P.f:!1:>~.~~.p.4...P..f:!.ciM~~J.9.rt.$S.q.J:l.~."~'"
Gross Taxable Estate ...
(1 )
(As Reported)
$....NONE.......
$.1..,.0.9.3.•..50
$.
$lO.,.,5.4.l,..,.44.:.
$2..,.014.,.0.0 .
$ : , .
(2)
(As Determined)
$...
$;;'(?Y4~()
$_.
$:/c?/SoZ/~Y'
$/lt;;;//$.;..... .
~'tlZ~..-"'1...til ell :$~-,.Jell"...;l 33Q).....QI ~..-:'\.;.::u c::::;..><~CJ ~fIl ~...til ~(()0 ~l:l rIJ r._CJ'l --,...""""",,;(-':\'':'''~-.~~-•.~.'lt."':.::.~-".-.-~~~(./~~2-<~~.:z:~i"'{-
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Form RC C·I0.'
OFFICE OF TME
REGISTER OF WILLS
OF _..--:..W:..:a.:...;s=-h__i_n~g::....t_o_n__COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED .IN )
THE SUM OF $.£((/'£",,90
~~q
Regiller of Willi.Age~t
LATE OF C~.h_,.a._r_...1__e~...r_co,,"-...i,_.____..ESTATE OF James R.Jones
DATE OF FILING APPRAISEMENT,2--,2',9-2'0 OATS:OF DEATH
DATE NO.OF NAM"OF PAYEE REMARKS AMOUNTVOUCHIO'Ill
1-21 70 Harold L.!Schrock,Funeral ~ome 1,365 00
2-5 70 Register Of Wills 19 00
2-24 70 Washington County Reports 14 00
?-?1 70 ()'-R :er 1l.r.100
Gordon F.Harrington,Esq.Attorney's fees 600 00
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TOTAL $2.012 00
COMMONWEALTH OF PENNSYLVANIA
}SG:COUNTY OF Washington
I.HEREBY CERTIFY.THAT.TO THE BEaT OF
MY I(NOWLe:OGE AND Bt::LIEl";n"ie:FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SLiBM'TTED TO THE :':S;rATE OF James R.Jones
•.D~D'AS DEDUCTIONS FOR
INMERITANCE TAX PURPOSES,~-6/tP./kI 4-(L••J
SWORN AND S~ED BEFORE M7"is ~p7 -PAY OP'
-?U--/1ej;J-'7/'L..~.r'.J.V L '
t/~-.,'MYRA J.HARSH
i W hington CO.Pu1'JlI Washington.asNOt2ryc"973'My.Comiftlssion Expires March 12.1
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R CC-8\(2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
GLADYS O'NEILL BAUTZ
(Executor~)·
IN YOUR REPLY PLEASE
REFER TO
j
In Re:Estate of JAMES R.JONES
11ASHIN"GTON County -File No.63....70.99
I
Dear Ii TJ IJ'~:r8..uautt,r
You are hereby notified that the original
appraisement in the estate of·James R.Jones.
has been filed in the office of the Register of Wills qf Wash;inaton
County on .July 29 ,19-2.0 Said appraisement reflects the
following valuations:
IReai Estate _--'--;;---.:-:~-=",..-_-
Personal Property 1,093.50Held~=-._---_-_--_-=In.:::~...&.,5~2:;.;J:...::_.-=24-=-.--
Tota1 ---,--=U:,::·!:..I,u6:i:..:1i!!:,;.4.::,.":,.'L;74.ltL..__
As to subh tax that is paid within three months from date of
death,a five (5%)1 percent discount-is allowable.As to any tax that
remains unpaid aft'er one year from date of death,interest at the rate
of six (6%)percen~per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom a~provided by law.
I
Date J_u_l...:::y:....ti_2_9.,..!:.._1....;.9_7-.,;O _
!
DA~E Olf'DEATHt ~January 3.1910
Note:This is not a ;bill.
!
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA'
TRANSFER INHERITANCE TAX -
RESIDENT DECEDENT
SUMMARY
Estate of JONES,
(Last Name)
JAMES
(First Name)
I R.
(Initial)
DATE OF DEATH_1_-_3_-_7_O__FILE NO.63-70-99
I REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed lnheritance Tax Appraiser in and for the County of \vashington
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".
07-29-70Dated:---~'-'-----'=!~----'--"'--------
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 deductio~s 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
allowod ..a dodootioo.~__~_~
Da~d:07-29-70 ~~
REGISTER OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED
.$$:.-.-----::---~~-1 093 50 1 093 50
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 ESTAT~9 602 74 9 602 74
VALUE AS REAPPRAISED
$-------+--
Valuation of life estates or
annuities .
ESTATE TAX ASSESSMENTS
!$-I-
I$C
FOR USE OF REGISTER ONLY
Tax on $---------4--
Tax on $----------f--
Tax on $---------4--
Tax on $-------,...--......."'"""-4---....-
Tax on $-----~~~-4~:...+
Exemptions========I==Total Estate .....L-__
TOTAL TAX
COMPUTATION OF TAX
$--------+---
$--------4---
$-------.-.+--
$-------.-.+--
$-...l~:L::I:.~=..L-
$--------'---
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from I_____to $---J
AMOUNT OF ESTATE TAX ASSESSED $----~L-
Estate tax paid !$l-
BALANCE DUE $--------~~
Add interest at rate of 6%from t=
------Ito-----I $-------1'
TOTAL TAX BALANCE $-------~PAID $-1
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,wit~short explanation.
Will t...No.Admimstration
IN THE
.L Year
MATTER OF THE APPRAISEMENT
OF THE'
ESTATE OF
J.ANE.~)\.J.Q~.s
Deceased
~
Late of
County of
CHARLEROI..
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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•DEPARTMENT OF REVENUE•BUREAU OF COUNTY COLLECTIONS ..'.
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA.,
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE J..~.ly.Z.9 ,.+...$..7.9..
COUNTY Jia..s.hingt..QJl .
FILE NO...?..~.::::.?..?..::::??.:..
Whereas,J..a.m.e.s.:R,.J.Q.n~.§late of Q.ha..r..l..~.~.Q.i .
in the County of J1a.s.hi!.ngt.on Commonwealth of Pennsylvania,having died on
the 3 r.d 'day of .J.a.nuary...................................19 7.0..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.............Ji..~.R.........C.ha.ne.y.........................................................................,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or;for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
I inheritance taxes at the lawful collateI;al rate on any such future interest.
Unit AppraisementDescriptionofAssetValue.Made for Inheritance
I Tax Purpoaes
I $
PERSONALTY:
See COpy of Sch¢du1e @An attached to ~ppraisement 1.093 50
,\
JT.HELD:i
See conv of SC"h@nn1 e "En ::I 1"1"::1 C"hPn "to ;~10 .1:\21 2L1.
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form~;V:~hb::::~h:.W~~~~~:;o~e~:~':~':~§ft~~>~~~
I '•AppraIser
~';;7ttt:.'::)·~:'~·
\vASHINGTON County
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JAMES R ..JONES
Deceased.
Late of
..CHARLEROI .........
Date of Death,~..a.:.~':l:<:1.EY..r 3,1970
Appraisemel!t Docket Vol......3Jl································,.
Page,4~.~.·;[:No 9.;3,.:-7.9.:-.9.Q .
Filed in Register's Ofjice,..J..lJ.ly Z.9...,.J9 7..Q
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
E.mmined and Approved,.
Wrote abo.ut Appra.isement,
Appeal j1'om Appraisement,..
Entered and charged,.
,
,
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Q!nmmnuUtra1t~nf ,~uu9ylnauia.t 59:
Iht9~iu!ltnu Wanuty.\
KNOW ALL MEN Bf THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 2 8th day1of January A.D.19 70 ,before me,
Russell Marlino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and TestameJt of
James R.Jones
J
late of Borough of Charleroi in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Gladys O'Neil Bautz
rixtheExecutwin said Will and Testament named,having appeared before me and taken and subscribed
Itheoathofofficeprescribed by law;
NOW,THEREFORE'j I,Russell Marino.
grant these LETTERS TESTAMENTARY,unto the SaId
Gldays O'Neil Bautz
,Register as aforesaid,do
committing unto he 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 ~afe 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
IofsaidOffice at Washington,this 28th
I
day o£J anuary in the year of our Lord one thousand
nine hbdred and Seventy
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