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Home My WebLink AboutOC1970-0117 - ESTATE OF HOUSTON.....~....-~ / I,SANUEL D.'HOUSTON,a single person,of Qhartiers TOlm- ship,~vashington County"Pennsylvania,being of sound and disposing mind,memory and understanding,.do hereby make,publish and declare this my Last Hill and Testament,hereby revoking 8..J.'1.d mak:i.ng void any and all 't'Jills b'J"1110 heretofor'e made. FIRST:I direct that my Executrix hereinafter named pay all of my just debts and funeral expens:s as soon,as may be con- veniently done after my decease. SECOND:All of my estate,real,personal and mixed, of VJhatsoever nature and Hheresoever found,I give,devise and be- queath unto my niece,Elma Jean Von Scio,absolutely. , THIRD:I nominate,constitute and.appoint my niece, EL}ffi JEAN VON scro,as the Executrix of this my Last Will and Testa- ment. IN HITNESS tmEREOF,I have hereunto set my hand and seal V!r,Q".l.this .,{I day of /lLAJt:A,!j(./,196Q ,. SIGNED,sealed,published and.declared by the said SM-mEL D.HOUSTON,to be his Last h'ill and Testament in our pr'esence,Hho a.L. his request and,in his presence 8-Tld.in the presence of each other,HeIbelievinghimtobeofsound.and disposing mind,memory and understarid- ing,have hereunto set our names as I-t,...~-............-•.,..."-'c'~-....-..,.-_.......~""".,",",!,,".,..~."":".~,.)<.,,"...":"".~_.."" '~------~~~' j C!InmmnUUtraltq nf 'ruu.6yluauia.~SB: DlIusqiugtnu C!Inuntg.~ , KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 2nd.day of February A.D.19 70 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administrati~n in and for the County of Washington,in the commonlwea1th of Pennsylvania, the last Will and Testament of Samuel David Houston,.a/k/a Samuel D.Houston,a/k1a Sam Houston a/k/s ,Sam D.Houston late of Chartiers Township in the County aforesaid,deceased, I(a true copy whereof is to these presents annexed),was duly admitted to probate;and Elms Jean Von Scio Robinson the Execut~i~said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do' grant these LETTERS TESTAMENTARY,unto the said Elma Jean Von Scio Robinson committing unto her the administration of all and singulaT the goods and chattels,rights and credits,which were of said deceased,and requiring hbr ItoexhibitatrueandperfectinventorythereofintotheRegister's Office,at Washington,within ninety,' days from the date hereof,and to render a just and true account of said admiJistration at the expiration Iofsixmonthsfromthedatehereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. Seventy February nine hundred and IINTESTIMONYWHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this Second I : in t1>e year rour Lord one t1>onsanddayof , I .AJ /1/1 ~\J.~. Register _---------------~--------------........,....-.,.-.1·..,.."'1'I--6-......------.....,,-,-....---._.-~,......-....... • , I to.3 r 7d,-//7 j l\ffi~autt (@f Executor (@r l\~mtuf!ltrutor ~tutt of Jtuttayluuttiu } <!toumy of lIu1l4iugtou 1111: I Personally before me,the undersigned authority,a .N.o.tar.y-...Publ~.c in and for said County and State,appeared ..~...~AN...Y.9JL.SC.I.Q...RQB.INS.QN.".""'f""""..who,being duly sworn according to law,deposes and says that .he is the eX'ecuto~...of the es- tatelf SAMI1EL...DA.VID...HOtBI'ON...alklad~~tRa'!~Ui1tP~in~f&tdMercJbgH§rt~liha/.k:a SAMD.HOUSTON..comp ete inventory and appraIsement of the real and personal estate of ..;, deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each itePl of real and personal estate in the foregoing schedules are deterrrtined 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 ~. •~~I .Sworn ani.s~l;scribed before me this ~}'C,1 :...~"7/~.,~YOf~97Q G~·E~~~~..~ Notary Public,:·Washington.Washlngtlii'i DDITIONAL INSTRUCTIONS , ..Pt1Y Commission Expire;;June 2&.1971 •h'h th ft . t t f i 1 t t'1.An IllVeIltOry must be 111ea WIt III tree mon s a er appoIll men o persona represen a lve. 2:·.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, .Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding .Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 ! 3JUUtutoty UUll 1\pprui1ltuttut .of the goods and chattels,:rights and credits which ~H~~o~~~5E···~~'·;'O~AM/~btiST~ff ~7a···s~~·~·~:Btis~g~·@·~P . Washington County,Pa.,taken and made in conformity with the above affidavit.i REAL ESTATE: PERSONAL PROPERTY: None I DOLLARS I CENTS ! ! Refund of Premium from Blue Cross of western Pennsylvania ! U.S.Savings Bonds,Series H,in names of Samuel D.Houston or Miss Clara O.Houston (Sister)Deceased,as follows: 8-l~500.00 bonds issued January,1961 4 _c~500.00 bonds issued July,1958 3 -~500.00 bonds"issued November,1960 1 -b100.00 bom issued January,1944 2 ~100.00 bonds issued April,1943 1 !~50.00 bond issued November,1942 1 -,)500.00 bond issued April,1942 1 "'"~500.00 bond issued November,1961 2 -~500.00 bonds issued September,1959 10 $500.00 bonds issued July,1943' 1 ~:$0.00 bond issued October,19411- 3 -~50.00 bonds issued March,1943 3 -~~100.00 bonds issued November,1942 2 -b500.00 bonds issued September,1959 8...500.00 bonds issued July,1958 . 2 -500.00 bonds issued October,1944 1 25.00 bond issued August,1945' 1 1>25.00 bond issued February,1942 1 ~~500.00 bond issued February,1942 u.S.Savings Bonds,SeriesE,in names of Sam D.Houston or Miss Clara O.Houston,(Sister)Deceasedi P.O.D.: 2 -125.00 bonds issued January,19.43.@$43.932...25.00 bonds issued April,1943 @$4,3.93 2 - "5.00 bonds issued February,1943 @ $43.93 3 5.00 bonds issued Mq,1943 @ $4).04 2 'f.=25.00 bonds issued March,1943@$43.93 1 -~5.00 bond issued Junit.,1943 @ $43.20 15 30 4,000 00 2,000 00 1,500 00 100 00 200 00 50 00 500 00 500 00 1,000 00 5,000 00 50 00 150 00 300 00 1,000 00 4,000 00 1,000 00 25 00 25 00 500 00 87 86 87 86 87.86 86 08 87 86 86.Y:0 TOTAL -------$22,439 22 ...... Filed , ,19 .. "~IN THE ESTATE OF '; .,';'I .':',';.sAl1imL DAVID HOUSTON--a/k/a ",("/-'~..../§~L D!,HOUSTON.a/k/a SAM "'11 J ,-;-.:Ie'.'>(:JiOU~TON ..".alk/a...SAM..D.•..:..H()USTON -I'l.,""'1''"tllt,,·I\_ Inventory and Appraisement: 1- 1 L ,.. ,t ,,' . ~.c ;.:. - ," l ..a/' [' ~ c ,) ~,r-- ~.,r" - ... C' ~_J (..J L - l ' I ' fJ w·I . 'c l...,• ,-, o-~ c ..'.; It ,.I ~-;:..J L t- .. ( c .{ :.' , , ". (., L. ( C"~ t' ~:;'p;~"fn;:;'P)~~<D <;'"":.~.-:-c'r~~'-:""0.L .... Z --'--"~~;r' z o· C)··"it ~-~ 9~'~:v_;;:~ !}i--0.,Q oZ /~0 b3-710-//7r...., "" f I '40,....., ~f I"I "-:. "'..~I V ;,- :' .,., ~J';;~JJf3 JAMES C.B~l!tQ. 307 Washington Trust Bldg. Washington~Pennsylvania 15301 . I '!' ~~»»Ut -I-l :::I:m::::r Z 0 m ~(i)'Ti ::j:-I::::r 0 ." Z m:J Z:J n Z0oUt3c:-<CD Z ...0..-I <»-<»n ..Zn0~c:J....0~~"" 0-Ut m Ut :J(Q 0.. C-< Ul~...::J 0nn0..,e.::J(Q -+0 0..~ 0..m1JQUlCDto 0:J0.. Ul01b "":::r0-+ ""::::rm 00-a<lJ> 0nn0c:J.... o Ul Ul....o""m0.. <m::!. Ul "".., ClJ> Q:J0.. no.., ~Q. o!" :to:0" :<D '< 0-m m~ Vl~a.., :J o:J0.. UlC0-Uln::!. 0-It 0-m--t-.o..,m 3CD ""~ Ul ~.~ iF~;t lj:g>~...~,.o . ::d.~o~.0-:....\ lj'tolO'lj 0..o'< a-... ~.1 UlUl '0:--.J;0 . ~ ?':,g~:'.:-r ,::o ':Z \,: :.:J 3:~:: ,:C)'<0<'1 •:0-.0".n·'()C "1 J.Q -;g .:: :J""11 3 liZ:'::cT..,!3 _.0-<in'!'3:::0-~!!!.::IE >.~::<Dg:ITI :11 C'[o:r:~:~.g .~ CI):::J C'>.::~~:::s C»v"'.CD CIlN=:co :::J :'''c}~~\ --~no:JnCD.., :J 0..m a 0..noCD-....., "".;-=t:.::::r,<m -T.....::::r=.:0-."":J(Q /" ci>mo st-""Qmm..,Ulmno...-..._..0--...m=.:0..m 0-0..'< b ~z a 9 ~:~m:\)•0,:J:~0..0 ::::r:;:0 -...0:)c-.....n;,-:::rNCl1m (Q ~0 -.:'J -...~.n;:1 ~:f:J :.....'"c S'iii':""""-J:+(Ql..-t"--~0 0 "";.............·0 n -::::r :("""0.,.Ul n :Jiii':'-.../mOo. . <C "". ._.:J_. :/..:o..""n:~:m _.miO"~:J 6,m ""10-.0..::::r 0~o-CD '<3 lJ lJ 0 m..,:J ..,8 :J ~-...m :JUl..,Ul ~:+:JmUlUl '0N jCJ 3'< ::::ro:J0.. --"""""':-0 :J0.. o-...~no Ul Ul~.., '"-":-F"--.,J ~, 0..,;:;;....-..0-~I: '<c-.:'-"'=1 f'~0,--~.....(""'-"('.~r~if't ,,~ f......-:'",:;I 0'.~, -0 ~ ~.'-...., ::r.:en ,:,~.",.....,...-(-~rn ""-i0 C-':J ~~,-'; o ~~0:': Attorney for Accountant ~::o~l""rn Cj '::~) JAMES C.BAN~f!:SQ.307 Washington Trust Bldg. Wash ingt0I?-...-Pennsylvania.JORr.10S-(J ~:::lP 'f ~""""ur-o 0'>(,--:l ESTATE OF SAMUEL DAVID HOUSTON a/k/aSAMUELD.HOUSTON a/k/a SAM '"iiouSTON"'Aik/a"'SAM"'D~""'HOij"sT"6N Account of And nowto wit~~.....~~...... 19f1J,the within account presented to the Court ...Elm.~Je.a.n ...v.Qn .S..o._io....R.o.bin.s.o.n.. fO;:;Yfirmation.II 1'1 UJ),1 .• ...~.T!L~. Register and Ex-Officio Clerk of O.C. LV No k,1::ZtJ::.l/7 jt:~ >----""- ~ !" ( ~ '. ~. _I " --. '"- ~'- ~ \ ~ (3 1 ~ ,,. '~ '", ~~V~'" "aW.lsa "UO!lnq!JlS!P JadoJd aU!WJail,ap 0l palSanbaJ All nH::>adsaJ S!.lJnoJ aLJ.l ,j, " ..."...,'; ,~'...",,......".,,"...."'-...._. ;;IJ':"::-;r..) :"::J '. ,, •\ '.", .- -" The First and Final Account of ELMA JEAN VON SOlO ROBINSON,Executrix of the Estate of SAMUEL DAVID HOUSTON alk/a SAMUEL D.HOUSTON e./k/a SAM HOUSTON a/k/a SAM D.HOUSTON,Deceased, late of Ohartiers Township,Washington County,Pennsylvania. The Accountant is charged as follows: DR. PERSONAL PROPERTY: To Amount of Inventory &Appraisement $22,439.22 C, REAL ESTATE:None Total Assets of the Estate ~-~---------------------$22,439.22 To~al Amount of Credits Claimed QY Accountan~-----3,596.50 G I BALANCE DUE -----------------------------------.:.---$18,842.72 ( ..' .'" ..".,-....,:.;.,., ;: The Accountant claims credits of the assets of said_.. esta te,to-wit: DATE NAME OF PAYEE REMARKS AMOUN1 2/2/1970 Russell Marino,Reg.Probate Will &23.50ShortCertificates 2/4/1970 Washington Co.Reports Advertise Estate 14·00 2/4/1970 Observer-Reporter Advertise Estate 14·00 I 12/31/1969 Washington Cemetery Grave Services 100.00 1/9/1970 Robert Hummell Funeral Home Funeral Services 1359.00 2/25170 Charlotte McCarrell Prepare 1969 Income 3.00Tax 2/25170 Internal Revenue Service 1969 Income Tax 37.00 I Russell Marino,Reg.File Inventory &Appraisement 4·00 -IRussellMarino,Reg.File Account 16.00 Mae Herceg Notary Fees 6.00 Elma Jean Robinson Accoun tant's Commission 1120.00 I James C.Bane Attorney's I!Commission 900.00 1. TOTAL -••--------$3596.50 I I I ... , Observer -Reporter WASHINGTON,PENNSYLVAN}A PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929. P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:........•... Personally appear,ed before me.a Notary Public in and for said County and State,Ric.ha.r.d S C.QW.aXL who being duly s,worn according to law,deposes and says that he is the .s.ecre.t.ar.y.. of the Obs:erver Publishing Company,a J'lennsylvania corporation,and its agent in this behalf;that the said Company is,the owner and publisher of the Observer-Reporter,succ'essor to The Washington Observer.established September 18.1871.and The Washington Reporter,'established August 15, 1808.a daily newspap'e,r of general circulation,printed and published and having its place of busines's at Washington,Washington County,Pennsyl- vania.where it or its predeces,sors have been established and published continuousIy for more than six months·prior to the publication of the notice hereto attached;thaJt the pr.inted 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;.. ................................P..e.br.uar.y 6 1.3 a.nd 2Q.•.....19.ZQ .. that neither the affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the aHega.~;~~,~~thl,""davit M to the tim.,Pla2i::::Z)~, ,; EXECUTRIX NOTICE - ESTATE OF SAMUEL DAVID HOUSTON a I k / a SAMUEL D.HOUSTON a I k I a SAM HOUSTON a I k I a SAM D.~OUSTO~lateofChartiersTownship.Washmgton County.Penna.Letters Testamentary upon the. above estate having been grantedtotheundersigned.all persops having claims against the estat!larerequestedtomakeknownt~esametotheundersignedorhIS attorney and all persons indebte<;itothedecedentarerequestedto,make payment to the'undersignel,'l without delayELMAJEAN VON scraROBINSON R.D.#6 Box 232Washington.Penna.15301 JAMES C.BANE307WashingtonTrust Bldg. Washington.Penna.7031.Fri.3t! Sworn to and ,oh"~~:;a~~y,00··:7.197. MARGARET M.BRADLEY,NOTARY ~ WASHIl'iGTCtl V;P'S,11:G I uri CUUNTY MY COMMISSKlN EXPIRES MAY 6,1972 Washington County Reports Washington;Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}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 officiaJI legal periodical for said Washington County,published weekly having its place of business at Washington,\-Vashington 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: February 12,19,26,1970 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. • ••••• ••••• • • • •• • HOUSTON,SAMUEL DAVID a/k/aSAMUELD.HOUSTON a/k/a SAMI-IOUSTON,a/k/a SAM D.HOUSTONDec'd.' Late of Chartiers Township,Wash-mgton County,Penna.~xecutrix:Elma Jean Von ScioRob-mson,R.D.#6,Box 232,Washing-ton,Pa.15301 Attorney:James C.Bane,307 Wash-mgton Trust Bldg.,Washington Pa15301' . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertiS~'ng.d that a..ll o..f the allegations of this affidavit as to~''Mlacea d charac 0 th~~~'1:,;~are true.,...td'"" .~.....=.~ Sworn to and subscribed beforeml!this - ......·~3..7..d~Y of ~~.!?E.~.~.Y.,19 !9..~.. ......t..~.e ..&~~&=:!.. Notary Public KATHERINE C.NICHOLAS,Notal;Public Washi;;gt;;a,Washington Co.,Pa- My CO!'1mission Expires November 1,1973 lin t~r (@rp~un!lll aInurt nf lIu!l~ingtnn·aInunty .In the matter of the Audit of Account in J Estate of SAMUEL DAVID HOUSTON a/k/a SAMUEL D.HOUSTON a/k/a SAM HOUSTON a/k/a SAM D.HOUSTON ,TO THE AUDITING JUDGE: No.117 ..3oiot.\o.f -'----'.19--1.0.-.A.A. Enter__----"'rrr~y1__-----'appearancefor E""...lma"",·"".""--...J-,,e~an........·_V.......,.Q~nL·-"S~c...o!i~Q"----,R~,o.!lU>b,-,,i....n~s...·.!!!Q~n,,--__-,--__ I _---=De=·=e~·Em1=b=e=I'''----__-.19-.1L 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 concisely stated in a separate paper. Council suggesting proper distribution shli.ll file a separate concise state- ment in that regard. No.1]7 of ,19-10-,A.A. In re Audit of Account in Estate of., :SAMUEL DAVID HOUSTON a/k/a .SAMU'.I!."'L -D.-HOUSTON a/k/a SAM HOUSTON a/kla SAM D.ROUS TON AUDIT 'rnrripr fnr Apprnrnurr FOR ELMA JEAN VON SCIO ROBINSON ..._...-__.1 ~~:;;0::>fn Xien0c::..,-, ''1 '-'1-;/J 4::;_==en (F..ri";z :::~'n _'._~ I>" --{:::c --...o ~_,-~.'.."T1 "- ,2)_.:2..1":C.t ~.......".;r z:-ur-;o;1><n :::n ''"a .::Z <.rl i""\.,) r-'".~. JAMES C.BANE: Attorney ""2.. JAMES C.BANE ,ESQ,. 301 Washington Trust Bldg. Washington,pennsylvania 1$30l '. PETITION SUR AUDIT . I IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form .j Estate of....$.M~~...:RAVJP...R9.ll.$.~m~~/~l~S_.AmJEL .D.t....ijQJJ.S.T.QN...al~lfA ..S.AM..RQUS.TQN ~/k./.a_...._.... SAM D.HOUSTO N......._-____--____-------_..---------_.._--__--_.___--__-.-_. Deceased I No -l.ll.~.ot l97.Q ____.._ . Fiduciary...ELMA.:J:EAN..Y.QN SCl.Q _.__.. .....ROBIN.30N __._. Date of Date of 1 Decedent's death De.c.ember...2.Q~~96.9.--..-..----.Grant of Letters.._.Fe.br.ua.r.y.2.,.._1.9.70 :_.. This is the .F.lr.~.t..a.nd.:.F.inal..: :__..__..account filed in this estate I If there have been former·accounts filed in this ~state,list file 'number or nu~be'r and term..:....:___._._.__. .................................J;{9n~_..___ ___ __..___. Election to take Date Election I Place of; Under or*will.(cross out one)Filed Record ,_ Name of surviving spouse N.9.~~_.._..._1 ....------------.--..----.--..--. List issue,where material: None Did decedent marry after execution of will?(indicate)Xl!sc No.Any children b<;>rn after execution of will?(indicate) I"M.No.If answer yes,name them -------1 ------__. . Leg,atees Elma Jean Von Scio Robinson Relationship Niece Interest All Fiduciary,if deceased or not sui juris List,if exceptions to above: If partial intestacy,giv~,facts: Adeemed:Revoked:Lapsed:Abated:Give Cause: INoticetointerestedparties.Have all parties,having either vested or conting'ent 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:_. File copy of Notice and date of mailing :N9.V.~mR~.~..3~1.9.7Q.t ~..;. Is estate subject to the filing of a Federal Estate Tax Return?N.9IHL . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $,~. If the Will makes any po~tion 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 Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: ". Total additional credits (Subtract) Balance for distribution, $_-~~~~_._-_..__-- $_J.i:~P.:~.._.. $*§.I.§l!?.~.7.g.~..__. $_._....~§.I.§.4?~.7..~...._ If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); 30 -$500.00 u.S.savings Bonds,Series H,appraised at Balance or $3;842.72 in Cash. $15,000.00 If Family Exemption claimed by Petition,give place of Record:_N"P.~~...__.._.._..I . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:None.._.I I I List any advancement or distribution on account that has been made,and nature and amount of same: I 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: "I TO Elma Jean ,Von Scio Robinson: (a)Balance in cash -$3,842.72 (b)30 -$500.00 u.S.SaVings Bonds,Series H -!$15,000.00 COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ...~W'Q_ro doth depose and say that the facts set forth in the foregoing petition are true to the best of __b.~;r;>.__.knowledge and belief. .-__Sw.Q;r.n~____..to and subscribed before me this..~~_day of .Dec.emb.er..19...'ZO. S;gna'u,.af Offk.'_~~~~<_ Title of Officer J\Mary.P11blic,.Wa&ltiftgton;Washln~.~••..•oc:.l .My Commission Expires June 28;'1971 Office expl res ,. And your petitioner will ever pray,etc. I .2;~~~~on~ ...-I .......'~.:"."""••""7-""""""-_"'!"''-_.. .~~.. I .No..l.l7 Qf l.9.79 . 2S I ~Jd 9I fill IL "Vd "00 NO.LE~NIH S~IA Sllllr~.:10 tlJ1S13]U ONlt!VF 'rJ::JSSm-l .' J t [ l _ Estate of...~~~~Jp.~J!QQ§.'R9.~...~!~/a SAMUEL D-,'HOUSTONa/k/a SAM HOUSTON alk/a SAM D.HOUSTON Deceased ~Fiduciary.~~.mAN Y·Q~~QIQ --. J, .....B.9.~.I~.~.Q~___ _- PETITiON SUR'AUDIT FROM WHERE DE~EDE~T LEFT A WILL Counsel of Fiduciary .will 's'ubmit herewith the following,in cbnformity with Court Rules adopted effective Oecemper 3,1951,being rule No.9:pa rag raph b-c;and divisions thereof:shown on pgges 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 i~case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 1O.Copy of FederaI Estate Tax return if es- tate is subject thereto. ...............;J:~;?..Q.~~~.~. Attorney ~2 tn 'j 1'4 --li -,I 1I,Mj . "tt H·.",1j _~,\"~,/':'-.,'".~).. ;;:-".......'()'..~.~''-:"-'.)~~~~,..... --\.-\ \1-=r.:I:n '..-"":~ :::'r"'.'\-.;t.:':=:::.j'.0 ...:.~'0".<.'..'':~/.".-/,.'.'--;."-""')-...-...'"~<.. ............"'"(3 ~.,,'" "/,'\#tIJ.jI".n1'~' .'JAMES C.BANE ATTORNEY AT LAW WASHINGTON TRUST BUILDING WASHINGTON,P A.15301 NO\l'EltI1ber 3,1970 1mB.ELI1A JEAN ROB TIT SON R.D.#6 Box 2)2 "laahi.ngton,pennsylvania 1.5301 Dear Ml:'s.Robinson: t1e enolose berel'nth ooptes ot the Inventory' and Appralaement,Statement of the Debts and Deduc tiona, and the First and Final Acoount whioh t-tere tiled in the Estate of Samuel D.Houston. The Acoount will be called for Audit before the Orphans t Court the t-reek ot December 14,1970.t'!a shall advise you as to the exact date ot the Audit. If you have any exoeptions or objections to the Account,70umay tile the same at any time"1!thin . thirty (30)days tramtbla date.' Yours Ve'1!Y'truly, JAlms C.BANE,Attorney for the Estate JOB/mb Enclosures ·' / JAMES C.BANE ATTORNEY AT LAW WASHINGTON TRUST BUILDING VVASHINGTON,PA.15301 December 7.1970 MRS.ELttt J.ROBINSON R.D.#6 Box 232 Va shlngton,'Ponnsylvania 15301 1n rot Be ta.te of Samuel .1).Hous ton Dea~~~s.Robinson: The Auditor tho aboVE>entltledestate will be calledbafore the Ot'Poonsf Oourt of to~'ashlngt<ln Countt, PGnnsylvania,On WGdnoe4ay,Dece.r 16"1970"at 10tOO o'clOCk A.M.t E.S.T... You ma,appeal'"in Court at tho time of the· presentation of thQ Audit Petition if 10U SO desire. It is not neoGssa1'7 that 10U be.thex-e in person. Youro "d GV"t:rul,.iJ J'Al4ES c.BANE,Attome1 fop tho Ell tate 30B/mb . I ! .C WI,1 .r'"'CJ."1;'.n'!'A ").-((C.,l'lfr ..''"Hr';'i1H"l ,i01l1j~"'.,/or t "... ." ,I ",'. '. 1,t: ,....-) ~"<~(j)-<-.J 0... "-+...J 0 =-'~--f ~<.,; I'e.:>•,'l ;,'~~or.-C,-u:",,l.~~<l,.!"_..,... (f;"I_-... WJ ......;.~(Jjl-.<-.r:\,.~...;.r.: r-.. "....4-. J~---.e;"------tIr--------~------------------------_1--- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY.PENNA. ORPHANS'COURT DIVISION HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO.Judg f- of the said Court. JAMES C.BANE.ESQ .•of Washington,Penna., representing the Accountant. No.117 of 1970 ) ) ) ) ) ) ) ) ) ) ESTATE OF IN RE: SAMUEL DAVID HOUSTON.a/k/a SAMUEL D.HOUSTON.a/k/a ~SA M HOUSTON.a/k/a«~SAM D.HOUSTON.>-CDZ ~Deceased.II. iel!lziCD~BEFORE:~uitI-U) is .J§APPEARANCES: c::l., :z: I:.N and all necessary papers.There are no known claims outstanding. the attorney is Jam es C.Bane.Mr.Bane? Houston,deceased.The Executrix is Elma Jean Robinson and MR.BANE: Number 117 of 1970,the estate of Samuel David If the Court please,we have the Audit Petition Wednesday,December 16.1970,at 10:00 o'cloc~ A.M.•EST. THE COURT: ui TIME:u:11/I-u:oII. 11/D: I-D:::loU ~Uii:...o ,/>I .! \, e There is just one matter that I shouil:.Gli like to call to the Court's attention.At the time that the Inheritance Tax appraiser was at the Mellon Bank and made an Inventory of the contents of the box, he included certain bonds that were in the box unde r Series H; 2 whereas,in fact,they were Series E bonds.Now the net result is the same,in that all of the bonds and everything else go to Elma Jean Robinson.l-;However,our Inventory and Appraisement shows those to be Series H bonds,when,in fact,they should have 1:~en Series E. We have asked that the Court award the 30 Serie;; bond that isn't actually there? Robinson.The Series E Bonds,of course,she has cashed. included under Series H,Series E Bonds.It's merely a matter H Bonds,that is that are identifiable as Series H Bonds,to Mr-:s. Mr.Bane,would we then be awarding a series Oh,no.No,no.There are actually 30 Series Chaney on the 9th of January,you will find that he has inadvertentl~ H Bonds.But if you check over the Inventory that was made by Mr. c(z~UlZZ~ ie THE COURT:l!lziUl; ti MR.BANE:~Ulii oJc( Uiij "l ~III vi0::III qI-0::0II.III0:: I-0::j 0u oJ J c(u j ii:-.IL \0 , e of clearing up the record so that in the event that Mrs.Robinson would later want to cash those bonds,the Series H,she would havE the order of the Court awarding thos e bonds to her.And I didnIt want to have an order awarding her 42 bonds when there were not 42 bonds in the box.There were only 30.Series H,I mean.Now all these bonds that are thereon the Inventory were in the box.And they all have beena.::-ooounted for. THE COURT:Are these properly identified in the Inventory? MR.BANE:Oh,yes. THE COURT:IIT1he Inventory you identify them all as United 3~~--it-----------------------1-- States Savings Bonds Series H. MR.BANE:Not all of them.If you will notice down near the bottom,Series E Bonds.But some of the Series H should be transferred down under Series E to make it a proper description of them.As I say,it makes no difference so far as amount is concerned. 0(z~...>-Ul Z ZbIII. It's just a matter of the designation of Series E Bonds by Mr.Chan~y as Series H.And there were 30 Series H Bonds and all the rest werle Series E.So we are asking the Court to aware the 30 Series H i~Bonds to Mrs.Robinson. CIzi:en THE COURT:I understand.~ ti MR.BANE:There are no other problems that we know of. iiil-encTHE COURT:Is there anyone else in Court interested in this ~i3c decedent's estate?:::l., S (NO RESPONSE) ui0:~THE COURT: 0:oII.~the Court. ~:JoU...0( Uii:II.o The audit of this account is ordered clos ed by ( A UDIT CLOSED) 'f J, ceZS>-~I hereby certify that the proceedings and evidence arezIIIII. ~contained fully and accurately in the notes taken by me on the hearing of I!lz .x the above cause,and that this copy is a cOrrect transcript of the same. al~ ti~t-alo "I<Uo::l., ~l'I oj II:t The foregoing record of the proceedings upon the hearingoII.III~of the above cause is hereby approved and directed to be filed. II:::loU "IceU~o IN THE COURT OF CONMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION J IN HE:ESTATE OF SAMUEL DAVID HOUSTON a/k/a SAMUEL D. HOUSTON a/k/a SAM HOUSTON a/k/a SAM D.HOUSTON .'ELECTION TO TAKE IN KIND NO.117 of 1970 I,ELMA JEAN VON SCIO ROBINSON,hereby elect to take in kind the 30 -$500.00 u.s.Savings Bonds,Series H,and request your Honorable Court to award same to me in i tSI Adjudication at the above number and term. ~~~/~&~447d~a n on c J.ciJRo inson ,, Signed and sealed this ~day of December,1970. .~",', -, .' ~, ........t·, " I, I' ,', .~'" "..., .r '\.fo •.:I ,'. -,~ .-, .-... ... (-_._--- Li~.1 , .......,~ tL....-.:;, ,c-c W!_J ~_ U)(JJ tl)-::::>0cctJ.jC.::: i' .".......00 """:"~......'-~"7' J 1/,'J l..,'t,' " " "~- "'-, '~:"'C In t4~OLnurt nf OLnmntnn 'l~nll nf IIn.s4iugtnn QtnuntYll '~uullyltJnniall (0rp4nnll ll Qtnurt Dittilllnn j ESTATE OF Samuel David Houston,a/k/a Samuel D.Houst.nn,a/k/a sam Honston a/k/a N 63-70-117O.__"::::""~=:=:J~_ In the matter ofthe Fi rsf·aDd FiDa] Account of Elma Jean Robinson Sam D.lloustoZJ.)decea.sed •Executrix ADJUDICATION AND DECREE And now Febrllary a .,19~,this matter come on for hearing, audit and distribution at this session and testirJony token;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $18,8"2.72 .and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account._ Balance'-,-I Deduct Clerk's Costs &Receipts plus extra aJ j as per acc011Dt. AMomey__--a;,ILc:lam.iIll.QiASI;i.....l;C.....~Boc.aD&.Ile=___ Russell Marino,Agent,transfer inheritance tax, $18,842.72 $18,842.72 35.50 Contribution to maintain assets of estate in kind for qistribution per election filed, Elma Jean Von Soio Robinson,niece,residue,inclUding 30-$,00.00 U.S.Savings Bonds,Series H.valued at $15,000.00,held in kind and distributed as such at the value as shown,per election filed,15000.00 No balance J§ 0 ~~. ....z ~ :lB~g:.p ~ ty C 1lI 127 v-tt Pi'a §,1lI 3 0 0 .~.... _t .... +-\ 1lI a ., ,t 0 _t .... =~ ..= t::=ty .s~ %:l~~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION J ESTATE OF SAMUEL DAVID HOUSTON a/k/a SAMUEL D.HOUSTON a/k/a SAM HOUSTON a/k/a SAM D. HOUSTON,Deceased. ) ) ) ~ ) ) ~ NO.63 -70 -117 DISTRIBUTION RECEIPT I,THE UNDERSIGNED,hereby acknowledge to have received of Elma Jean Von Scio Robinson,Executrix of the above estate, 30 -$500.00 u.S.Savings Bonds,Series H,valued at $15,000.00, held in kind and distributed as such,I hereby release and dis- charge it from any further liability on account of the same. j WITNESS my hand and seal this /b 9,ay of February, 1971. Attest: ...if~J,..-...l..,.:.::::Jl>IT]:;u ..._- (/)C)c:-r,"r--_...~::I::c.~r'T1 "( en C'::1---l ,"-""""'1~;o...,"'r'f-;,tiN ...-,....'J !~"('.-;~ , 0 ,~.r-'-,..'-r~....f'"'-.....;-.~.....~) 0 ~-:: """"'r-:::!J r_ .:;:,-(0 (~') ''''Ja;:, J I I ! ,-c. COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF .WASR.ING.~.N .RESIDENT DECEDENT Form RCC-33 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 '~fter date of death,unless an extension is granted hy the Secretary of Revenue.(Section 703 of the Inheritance an!!E.state Tax Act of 1991.) .~=;~51);~~~~~~'!:~4t,..,};:::u:v;:OFD.HOUSTON (State full name of decedent) Late of "W~shington ..County ..mm:lltiltiXlCOtiO PENNSYLVANIAstateof..."...........................................,,,,,,,,,.,,,,,,,,,,,,".""..".""""""",,...:'}ss: County of WASHINGT.QN ,,,..,,,,.,,,,,,.,,,,.., ......ELMA JEAN V.ON SC.IO ROB,mS'ON"".".Executor of the estate of the above-named decedent being duly sworn,depose S and say S Decedent·died De.ce.mbe.r...20, (Month) Name and address of attorney or} other authorized representative to. whom all correspondence should be mailed. ..........,19....6..9......,f testate 'leaVing a last will,copy of which is hereto attached.} (Day)(Year)~ JAMESC•BANE,ESQ.,30.7.Jiashington Trust ..Building Washington,Pennsjbrania '15.301 That as such ~~.Q.Y..t.~.i.~".., ,deponent is familiar with the affairs of said estate and the property con- (Executo,'-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX Trust Co RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules of this---return,with the exception of the following,for the reasons hereinafter set forth: That 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 owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and)to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes'and "oth~~~eyidence.ofin- debtedness of the United 'States to the decedent;all obligations,wheth~r by s tatut~"'6r'.a!1;r.eement .they are designated as tax free,of the Uni ted States,or any state,or political sUbdivi~loh'thereof;.or of any foreign co~nt'ry,which areoim'ed at the time of death;all wearing apparel,jewelry;:silverware,pic--.. tures,books,works of art,household furniture,horses,carriages,automobiles,boats;~and 'any afid all" other personal chattels of whatsoever kind or nature,leftbydecedent,together with th?j~i~\Y estlmated~."'"~~.market value thereof;all bonds and mortg8!!:es held by decedent and of all claims due attd-owing'decedent at the time of death,a~d all promissory notes or other instruments in writing for the ~a~ent of mon~y• •a~,, of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by'financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also.sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a f~ir ~nd just appraisal of the'decedent's interest therein must be submitted.It should also set forth in itemized form,t~gether 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 t~ke effect in posse~~ion 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 ea~h transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a'co~y .• of the deed,trust agreement or other instrument creati.ng 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 p~~er att~ched 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 dea'th,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,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,pl.us the name,address and rel·ationship,..iif~any, of co-owners to the decedent. ,"~C..\~ That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of ~.death;taxes accrued chargeable for period prior to decedent's death (except .those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for Obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before rnethiB . _:::~:~~Q~QQ~~~9~~ ,MAE HERCEG r~otaryPublic.-..Wli~hington.Washingtori M:,-commi~ion Expires June 28,1971 /l -)~2::.::~~ ....R.~P..L #9.B.Q~2.32 :. (Street Number) .....W~~p..~.;p.g.~~m~J ......;r..~.p.p.J~y..l.v..~ni.,..~.....;l.,5.3.Q.~ (City or Town and State) NOTE:Before.sig~ing 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 uf 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. ReC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of PennsylvanIa should be (1)(2)(3) described by lot and block number,street and street number,together with DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATIONconveyancebywhichthedecedenttooktitle;If a farm state number of a.FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be lIsted on Schedule "F"and must not be deducted from this schedule. NONE , 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. NONE RCC~35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" 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".Inta~gible 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 perso~al property,such as bonds,treasury certificates,cash on hand and in bank, ..stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT ESTIMATED DEPARTMENT VALUATION VALUE MARKEl'VALUE (Do not write in this space) Refund of Premium from Blue Cross of Western Pennsylvania U.S.Savings Bonds,Series H,in names of Samuel D.Houston or Miss Clara O.Housto~, (Sister)Deceased,as follows: 8-:500.00 bonds issued January,1961 4-l500.00 bonds issued JUly,1958 3-:500.00 bonds issued November,1960 1-:100.00 bond issued January,1944 2-p100.00 bonds issued April,194,3 1-1 50.00 bond issued November,1942 1-:500.00 bond issued April,1942 1-~500.00 bond issued November,1961 '2;~500.00 bonds issued September;1959 10-$500.00 bQnds issued JUly,1943 1-,50.00 bond issued October,1944 3-50.00 bonds issued March,1943 . 3-100.00 bonds issued November,1942 , 2-5500.00 bonds issued September~1959 8-500.00 bonds issued July,195~, 2-500.00 bonds issued October,1944 1-25.00 bond issued August,1945 1-c>25.00 bond issued February,1942 1-Cj500.00 bond issued Februa.Py',1942 u.s.Savings Bonds,Series E,in names of Sam D.Houston or Miss Clara O.Houston (Sister)Deceased,P.O.D.: 2-S25.00 bonds issued January,1943 @ 43.9~ 2->25.00 bonds issued April,1943@ 43.93 2-c 25.00 bonds issued February 194,3 @ 43.9a 3-~5.00 bonds issued May,1943 @ 43.042-~5.00 bonds issued March,1943 @ 43.93 1-~25.00 bond issued June 1943 @ 43.20 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. 4,000.00 2,000.00 1,500.00 100.00 200.00 50.00 500.00 500.00 1,000.00 5,000.00 50.00 150.00 300.00 1,000.00 4,000.00 1,000.00 25.00 25.00 500.00 \87.86 \ \87.86 ,87.86~,86.08 ""87.86~86·40 x X 22,439.22 1-/000.00 ~/¢oCJ ,00 1/..500.Do /()O.,Od ~OO,00 6°,00 e.5"OC>,Do 000.8<:J /('00 C),DO r..S"ooCl,DG /00.00 /.:ro.0(3 (300 .{)O '//000,t50 qr 000.00 /Ood'06/~s:(50 0lS',00 COO.oCt %,7,72 g?If..?, o ?¥£ gb.OP 6"?1"'-6 Fb.Yo RCC-36 COmlO:'i"\'1':·\LTH OF PENNSYLVANI A T1UNSFER INHElUTANCE TAX RESIDE~T DECEDENT SCHEDULE "c" TRA.N SFERS (1)Dirt rtecedent,wi thin two years of rteath,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no) (2)Did decertent,wi thin two years of death,transfer property from himsel l'to-h-i-m-s-e-l-f-and another or others (inclurting a spouse)in joint ownership?(Answer yes or no)_ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)_ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of rtisposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact enrt before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)_ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others ----;_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reservert power to alter,amend,or revoke,or which conld revert to decedent under terms of transfer or by operation of ,law?(Answer yes or no)_ (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 decertent 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 i II I II I NONE DESCRIPT ION MARKET VALUE (Estimated) DEPT.VALUATION (Dept.Only) [nsert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.NONE C(\MlIIdNWFI\UH OF PENNSYLVANIA n \:\:::;FFH.IXJ-mH.ITANCE TAX ltF~InEr\l'DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I:'\STRrCTIO!\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 first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule "A",plus the date and place of record of instrument effecting vesti ture,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 deced.ent. Description of Property,Date of Acquisition,Name I unit perce~t~~~----E;tate Ad.dress and Relationship of Co-Owners,and Place ,Value Share Valuation of Record of Instrument,where Real Estate.l DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's First Federal Savings &:Loan Associa-I tion of Washington,op~ned~e 3QL;'"I 1964,in names of samUel D.-ouston i and E1ma Jean Von Scio (now -Elma Jean I Robinson)in amount of $15.426.50 I First National Bank &:Trust Company, Washington Office,Checking Account No.600513600,in names of Samuel D. Houston and Elma Jean Von Scio (now Elma Jean Robinson)in amount of $126·45 2-$500.00 U.S.Savings Bonds,Series H,in names of Miss Elma Jean Von Scio or Samuel D.Houston,issued January,1961 Insert this total opposite "Jointly Owned Property",Schedule in the "As Reported"column on the last page of this return. Property Interest 63.2 :.$A / 500.0~' I-I !i I ! I III I, I I I, I ! ,.... RCC-37 (l2-63) •C'Ol\1l\iONWEAl:TH'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 BIRTH IN ESTATE wise,in estate)forth this fact.)OR NO Elma Jean Von S~io Robinson Niece Yes A11 R.D.:lJ6 Box 2~2 Washin£lton.Pennsvlvania"/ lc;~Ol -" " J • . , - ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE NONE OF THE ~IATTER OF THE APPRAISEMENT ESTATE OF SAMUEL DAVID HOUSTON a/k/a SAMUEL D.HOUSTON a/k/a SAM .HOUSTON ..a/k/a.SAM..D.•.... HOUSTON Deceased P.-<THE ".... 0 >-1 'i:l ::0..,..,en en0~..,e:...til ='til til til 0 >-1 .....=''i:lene:.....,..,~til 0 X '"~'i:l en0'"..,.., ~0 ~'"tr:l en.., til -+ -+'<~-+en (Executor-Administrator must complete "As Reported"column #1.)./1.7 ..Year 70 .t No. Will Administration Late of.Cba.rtiersTownship ..", £.?":1 -~-_r"fl.H c:::->\ •Commom\~ll~oJ;Penns§:l~ani~.. ::x:.(J)(n i 11::;--~n ~)~--r".....'_::l \:,-1G-);.:'_~ REPbRT AND A~PRj\ISAL~.:::~~~\;':.~;:. 1;"-O...z;,)uJ0-"-:r;~-u r 0 c...r.po (J)COJ; County of Wash1n -f:'"Jn...................g .c;:,~ -. enc::~ ~:>::0--><W en en ('l ('l .-?"'?"'?" q ~~ ~~~~~~-\P .N a--o O:>.:N._..:,_..!2:"~,.AJ_ ""'-J J\lO.;f::"'o.go-- .....""'-J '1:$\JJ t:S 0----\J1.0':cD ~(»~•it·:.·(t 0'~N c.. '"'--IN r . ~~~~.fP.~ ,~.-~ JAMES C.BANE,ESQ. 307 Washington Trust Building Washington,Pennsylvania 15301 .'-.::1.".',,--\ 0' ~. .~.\): ~. ~. .~. ,"J : *-Cv·~. '0 \) :>'J: u(t~Ft tv..,----~.::I ('lc...• Form RC C ·10 " OFFICE OF THE REGISTER OF WILLS OF _14:='~:.:::.:S:::..:H=IN:::;.:.;;;G:....:T~O_N'_,_COUNTY AND AGENT OF THE COMMONWEALTH (,]-70-/17. J " STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN THE SUM OF $}~JJr 0-<) ~:T ,:~~~~=l~?l. Register of Wills,Age.t'm ESTATE OF S.AM'tJEtt,DAVID HOUSTON _kATE~O,I).~,Cbart1ex-s TownShipe../kIa SAMOEL D.HOUSTON a!klasAM HOtrS'1VN 8.or./a SAM I).HOUSl'ON , DATE OF FILING APPRAISEMENT DAT&:OF DEATH Deeembe:r 20I'1969 AMOUNT 23 ~O "14 00 14 00 100 00 1.359 00 ,',;00 37 00 If.00 I1600 6 00 l1ao 00 900 00 J~J'rJ I REMARKS Advex-tise Estat$ Ce1'tlt1:CQtea probate Will &ShOl't 1969 Income Ta: file Invento~& NAM"OF PAYEE Jam,.C.BG.ne Attorney'$Commission Internal Revenue Sex-vica Washington co.Reports lhfsael1 Mal'ino,Reg.File Aceoun t NO.OF VOUCH""DATE 2/2./1970 ' 2/2,,/70 1/9/1(70 2/25/70 I 12/31/1969 I 2/411C:70 2/411CJ10 ~7 .~JUK.u!.S.l.~bU,·~fb"'"~.SWORN'AfW',Sj,/B!4f:R,!BED SEFORE ME THIS _~,,',~__OA~'~\,Iel;iQI';Hilr.--./III _,_'V'_': C-/~f d h/t?.A .-17'_.--'.' COMMONWEALTH OF PENNSYLVANIA COUNTY o..e;vlASBINGTON ~1I: I,..t!iIJHA &l$..N VUN ~J.V nV1:lINSON HEREBY CERTIFY,THAT,TO THE BEGT OF MY KNOWL!:OGE AN,O BELIEF,,"I'H!:FOREGOING IS 'S~f:fX:ftYtTfib'tJstf(n/)EBTS,FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF ,'." "'"" ,.DECli:AflED.AS DEDUCTION!>F'OR INHERIT'ANCE TAX PURPOSES. MAE HERCEG ,/1 Notary Public.Washington,Washi~n Co.:I,'" My Commission Expires June 28.1971 / . ! co if)<1 ",,'..L,."0 -'0--.....-',,>- ~--0,....-~--:.&-<:<..:)---:£Ll-Z0...0...c c~ ,n":\-- 0;:1 .uJ c~-~ C"-l u-':--;z:. U..l U)en \-u')...... .-1 t_':J 0 (j) c:;:l 0:::W <1c:-~-~ ::,... tJ~~r--... '. .... ~. RCC-8\(2-64) COMMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Elma Jean Robinson (Executor ~) IN YOUR REPLY PLEAOE REFER TO 38-42-3 ..' J In Re:Estate of S_arn_u_e_l_D.,;_a_V_l_'d_H_o_u_s_t_o_n _ ____--L~i!.loOaws~h..",jn.Ll.&g:l:lo/,;,ol.l.ln~County - FHe No.63-70-117 Dear M":R b'!'Uss 0 mson, You are hereby notified that the o~r~i~g~in~a~l~------------ appraisement in the estate of Samuel David Houston has been filed in the office of the Register of Wills qf washmgton County on November 13 ,19-79.Said appraisement reflects the following valuations: Jt.Hd.~__---::~8z.::22=-=7.;.:6'::.::t4~7 _ Personal Property 2_2~,~4~3~9~._2.,;_2 _ Transfers ---,,....,....__---:-------- Total ...-.<3~0,.L.7.J..:1:::..5£.1.L.::6~9 _ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __1_1_-....,;13:.--....,;7_0 _ Title W.R.Chaney.Chief A~~raiser DATE OF DEATH:De reember 20,1969 Note:This is not a bill. " ",RCC-39 (5-68l ... COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Houston (Last Name) Samuel (First Name) D. (Initial) a!k!a DATE OF DEATH 12-20-69 FILE NO.63-70-117 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_--::H.=a~s;::h=inJ=g..:::t-=:o:.:n,---_ 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". 2u.R.~~~ INHERITANCE TAX PPRAISER , 11-13-70Dated:---_-=:....----'--------- REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WI LLS VALUE AS REAPPRAISED $-------+--2222.L.iQ 22 8.~?6 47 30,715 69 VALUE AS REPORTED VALUE AS APPRAISED $$~------II--- 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 FOR USE OF REGISTER ONLY Tax on $----------i--2% Tax on $---------t--6% Tax on $---------t--5% Tuoo$lK Tax on $15% Exemptions========l====Total Estate -I-__ TOTAL TAX COMPUTATION OF TAX $--------1--- $--------1--- $-------.+-- $-------.+-- $-------.+-- $...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 :::::::::::l==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $---J . AMOUNT OF ESTATE TAX ASSESSED $----<L- Estate tax paid $--'L- BALANCE DUE $_..:..-__---.JL- Add interest at rate of 6%from t= ------\to-----$-------1 TOTAL TAX BALANCE $-----~ PAID $-====--__-J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration (No. IN THE Year . t MATTER OF THE APPRAISEMENT OF THE ESTATE OF Samuel David Houston............................................... Deceased Late of ......Chartiers.Towns'hip. County of Washington i_.> Commonwealth of Pennsylvania REPORT AND APPRAISAL p Fonn RCC-2. ~DEPAlt'J,'MENT OF REVENUE "BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE N.9.y.~m1:>.~r...)J."J..9.7..9.. COUNTY w.9.,§.h.i.,J],gJ~Qi.L :::.. FILE NO ??:.?~~.~?...: . Whereas,.samt1el Da¥id .Houst.on ~!~!~late of G.h~;t.t.t.~r.!?'J:'.9.}'m.?h..;L.p . in the County of J~{@,i?.h;j,ngt.Qn.Commonwealth of Pennsylvania,having died on the ~.Qt.h day of p.~.9.~m.1:?~r.199..9 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~!-.~.~.~.9~.~~~y.,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years.the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes $ PE'RSNAL: See COpy of Schedule "BII attached to appraisement 22,439 22 JT.HELD: See copy of Schedule "Ell'attached to appraisement 8,276 l~7 TOTAL 30,715 69 ...". Having been duly swo.rn according to law,I do hereby certify that the above appraisement is made in con- formity with law on thlslJ-d;,dsy Of~;;:'A~ /~-plumber and Street) ..............0,dI h ~~i-'~'l.......................,Penna._......_..~._....c·\J-·ip:;t Omce) W<:L8.h:i:Ilgt9Il County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of $.gJ\l~J~lP.~Yid.HQv,$t.Qn .9,!l<:/?.. Deceased. Late of .Gh~:Lt.~~.5r..rQ:vm13.b.;i,p . Date of Death,12.~2.Q:':'.':6.9 . Appraisemel!t Do(ket Vol.,:JJL . Page,A~.:~;No ?~.:??::~? Filed in Register's Office,~:~?J9..7.9... Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Exarnined and Approved,,.. Wrote abo.ut Appraisement,. Appeal ft-om Appraisement,.. Entered and charged, ,p' •