HomeMy WebLinkAboutOC1970-0126 - ESTATE OF STEVENSON\
'.\.--.:'"PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
.Testate Form J
Estate of...W.!...~Qy ~~.~y.~p..~.Q~.J ~I~/~..W~l.l.1.~m
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Deceased
No ~~~.7.9.~l~§"'"
Fiduciary..l1~l..~Ql~..S..L.S.t~y~p..$.OO •.............
..~~~.~~.~Q~.
Date of Date of
Decedent's death..J.~.g~~~y:..3.Q.1••.1.9.7.0 Grant of Letters <.f.e~XY~x:Y_5..)...l.9.10 .
This is the fit.s.t aJ.ld.firial ~)account:fiIed in ;his estate •'::
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If there have been former accounts'filed in this estate,list file number or number and term .
...............................................................No.t a.p-pl.i~.ab.le.,~,"""'"
Election to take Not applicable.Date Election .Place of;
Under or Against will.(cross out one)Filed ~Q~...~p.p.l~~~1?l~.!Record t:l9..~...~p.p.l~~~1?).e.
Name of surviving spouse S.P.Q.QS.e...P.~e.~Q.e.~.e.~$.e.!t.tb~de.~e.d.~P.t .
List issue,where material:Not material.
Did decedent marry after execution of will?(jndicate)~No.Any children born after execution of will?(indicate)
~No.If answer·yes,name them..:.NQ.t ap.P.lJ.~~.b.le..~.
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Leg.atees
Mal~olm S.Stevenson
Velma S.Bell
Relationship
Son
Daughter
Interest
1/2
1/2
Fiduciary,if deceased or not sui juris
Not applicable.
Not applicable.
List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause:
•No exceptions.
If partial intestacy,give facts:Not applicable.
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:"Subdivision c)received written notice of the filing of the account
and of call of audit?Yes.~
If any e~ception give .cause:...:No...exc.ep.tion.•............~...
l •.
<-File copy of Noti~~April 23 J 1971
and date of mailing ,:::.
Is estate subject to the filingof.-a Federal Estate Tax Return?y~a .
"\ctual payment.made on Pennsylvania Transfer Inheritance Tax.Amount $.§.,.?4..?.!.Q9...9~~~t~~.~..~~~.
$r,388.60 paid on joint accounts •.
If tne Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
.................................................~'?;~pp.~.~~~~1-.~.~,.,.
Give Names and addresses of all unpaid creditors who are legally entitled to nbtice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
NONE
....
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudic:ation:
NONE
/
Balance for distribution per account,
~~~~~~~~:~~$~8~88 .$..I~~~~~~~.
Feb 2,T97I:~n1on orr (pref).$~2.50
March 10,1971 Chrysler com,14.40
March 2~,1971 aout~.Pac.Ry.com 135.00
April 1,1971.Amer~T.&T.com 1,365.00
May 10,1971 Union Oil Pref 62.50
ITotaladditionaldebits(Add)$1).639-•.40.................$144,338.85
Itemize any additional credits not shown by account:
West Penn Realty Company,balance of commission-$400.00
Director of Internal Revenue-Fed.Est.tax .2$~5~0034
Total additional credits (Subtract)
Balance for distribution
~..'.$..?~.,.~f?9..!.9.~.
$11.5.,.418 5.1:.
I
If balance for distribution is not in cash,list each item held ir:kind,giving appraised Value (or distribution Value);
2,100 shares of American Telephone and Telegraph Company
stock (common),@48 1/4,
100 shares of Union Oil Company stock (Pref),@43 3/8,
300 shares of Squ~he~~Pacific Company stock (common),
I •@32 1/4,
96 shares of Chrysler Corp.stock (common),@28 1/4,
1 lot of household furniture,
.~
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);
$101,325.00
4,337.00
9,675.00
2,712.00
25.00
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---~---'----------------------------.
Estate of W.Roy Stevenosn,
a/kif!William R.Stevenson
No.63-70-126
Malcolm S.Stevenson,
Executor
Please take notice that the Account in the above
captioned estate having been filed,said estate will
come up for Audit on Monday,May 17,1971 at 1:30
o'clock,P.M.,Eastern Daylight Savings Time,in the
Orphans'Court of Washington County,Pennsylvania,
Court House,Washington,Pennsylvania,at which time
you may be present,if you so desire.
--,,~
Respectfully,
Joseph C.Ralston
Attorney at Law
118 East Lincoln Avenue
McDonald,Pa.15057
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If Family Exemption claimed by Petition,give place of.Record:~9.~~pp~!~~~~~~.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:..NO.t ..appl1.cahle..
List any advancement or distribution on account that has been made,and nature and amount of same:
NONE
I Suggested dis~ribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kin"d if balance is not in cosh:residuary shares being stated in proportions:
After the calculation of the amount due for inheritance "tax the stock
apd furniture,as listed above s~ould be equally divided among the
two (2)children VELMA S.BELL aod MALCOLM S.STEVENSON in accordance
with election to take in kind filed herewith and the cash balance to
be divided·one half (1/2)to each of the two (2)legatees above stated.
(NOTE:One of the heirs,named in the will as VELMA S.BELL,
desires to have her interest,especially in the stock certificates
listed as VEUIIA ~.BELL,as per enclosed rtiquest.)
,)-,
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly_.._J~~9.~~dothdepose and say
that the facts set forth in the foregoing petition are true
to the best of hia knowledge and belief.
And your petitioner will ever pray,etc.
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...........:~__:.:SW"tL to and subscribed before 0 ~
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Signature of OffIC~.Z.~~
Title of Offker ~·:..~Q~~~y...~~l~~.
Office .·····;~~~R~··~.·S;E~A~;:~OTA~Y~~B·~~~-·_"\
expl res ;"Mc"DUiVli[D""B()llDU~.A••••'•••;;"'"••••••••
WASHINGTON COUNTY
MV CQMMISSIGN EXPIRES FEB.23.1972
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63-70-126No.__-==--....:-.._ESTATE OF
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W.Roy Stevenson a/k/a In the matter ofthe First and Final
William R.Stevenson Account of_--l.:.MLClsuJ...s,;co.L.oul...u.mI-.l.iSL..,.~SL.l.t..c.e~lTu:eO..LonL.:ls~oLLlnl.--
deceased Executor
ADJUDICATION AND DECREE
And now May ~,19..l1-,this matter came on for hearing,
audit and distribution at this session and testimony token;and thereupon,upon due consideration
thereQf tbe~o.Jaoce for distribution in the hands of the Accountant is determined to be
$·112.,lJJ)i.21 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 1
Additional Debit asked at audit
Additional Credit asked at audit
Balance _
Deduct Clerk's Costs &Receipts'-_
Attorney__-...:J~o:=..:s:::...:e:::Jp~h~C:::....·L•....:R~a::::.:.l;.:s:::.t.::.:o:::.:n~·_
Washington County,Division of Personal Pro-
perty tax per amended praecipe filed,
1639.40
~8920..~L..
86.00
$144,338.85
$115,418.51
The Distribution of the residue shares is
subject to contingent Federal Estate tax that
may be determined to be due.
Contribution to maintain assets of estate in
kind per election filed,3253••§l $118,074.00
Malcolm S.Stevenson,son,1/2 r~sidue,in-
cluding 1050 shares of American Telephone and
Telegraph Co.common stock;48 shares common
stock of Chrysler Corp.;50 shares Pfd.stock
of Union Oil Co.;150 shares common stock of
Southern Pacific Co.and 1/2 lot of house-
hold goods.and furnishings';held in kind and
distributed as such at the appraised value,
per election filed,";)'JII5(.00
."
Velma E.Bell (formerly known as Velma S.Bell},
daughter,1/2 residue,including 1050 shRres
of American Telephone and Telegraph company
common stock;48 shares common stock of
Chrysler Corp.;50 shares pfd.stock of Union
Oil Col;150 shares common stock of Southern
Pacific Co.and 1/2 lot orhousehold goods
and furnishings;held in kind and distributed
8S such at the appraised value,per election
filed,~9037.00 No balance
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KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
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on the 5th.day of February A.D.19 70 ,before me,
Russell Marino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
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the last Will and Testament of
w.Roy,Stevenson,A.K.j.William R..Stevenson
\
late of Monongahe la in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Malcolm S.Stevenson
the Executor in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
Malcolm S.Stevenson
committing unto Him the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring Him
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this 5th.
day of February in ~e yeaI,'of our Lord one thousand
nine hundred and Seventy
_..~..~..?Z.~...._
Register
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LAST WILL AND TESTAliENT
of
w.ROY STEVENSON
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I,W.Roy Stevenson,of the City of Monongahela,Washington
'.County,Pennsylvania,being of sound and disposing mind,memory
."'and understanding,do hereby make~publish and declare the following
to be my Last Will and Testament,hereby revoking and making void
any and all wills by me at any time heretofore made:
First:I direct 'that my Executor pay all my just debts and
fu~eral expenses as soon as may be conveniently'done after my de-
·cease.
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,,Second:I will,devise and bequeath unto my Executor,herein-
'after named,all of my estate and property,in trust,to invest
:the same and pay the income thereof,and if necessary,part of the-
,principal sum,as hereinafterdir~cted.
.'.
Third:I direct that my Executor,hereinafter named,pay
,over unto my beloved wife,Lena E.Stevenson~all of the income
from my estate and property so w:illed to him.in trust,in monthly
'or other convenient payments for and during her natural,lifetime,
.'and if the income of my property and estate,so held in trust by
my Executor,should be insufficient for the comfort,support and
.enjoyment of my beloved vvife,then I direct my Executor to use so
much of the prinqipal sum of the funds,so held in trust by him,as
'he may deem necessary for'the ccmnfort,support and enjoyment of my
..
:said wife.'..,.
"Fourth:.Upon the death df my beloved wife"Lena E.Stevenson,
I will,devise and bequeath all my property'and estate,so held
i in trust,unto my two chil.aren,Malcolm S.Stevenson and Velma
stevenson Bell',share and share alike,.unto them,their heirs and
r~ii.
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assigns forever.
"Fifth:I do hereby nominate,constitute and appoint my,son,
..:lVialcolm S.stevenson,the Executor of this,my Last Will and Testa-
'ment.
IN WITNESS WHEREOF,I have hereunto set lilly hand and seal this
ttJ,J day of JUly,A.D.1945.
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f:Signed,sealed,pUblished and declared by the above named Tes-
,tator as and for his Last Will and Testament in our presence,who,
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in his presence and at his request and in the presence of each other,
'have hereunto subscribed our names as witnesses thereto.
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cnaunty af .a9~ingtan \
Personally before me,the undersigned authority,a NgJ.~f.y.r..HQ1!:9 .in and for said
County and State,appeared Mal~.Qlm ...s .s.t.ey.eU.S.Qn who,being duly
sworn according'to law,deposes and says that he is the executor or administrator of the estate of
:W.,.BQ.y.....$..~.~Y..~P.§g.P..".....!:!Ds/.~...W.!l!J.?~..J~:.!.......deceased,that the foregoing schedules constitute a .
I'T d .Steve~sonl d I fF'RQ ct-eu;::>nQC!n aL.kLa Williamcompetemventor)an appraIsement of t e rea an persona estate 0 •.eXt..,........¥.....w..l-r.....Il..'l':I......1rI.....~....."It "st
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite eacli I(em evenson
of real and personal estate in the foregoing schedules are determined and stated by the undersigned tobethefairyalueofsaiditemsasofthedateofthedecedent's death,based upon a just appraisement of each
item made bv the above named Executor.~ist!rM1mC 7 IL ...-
day o;.;;t:~~.~;.:.~...~:.;;):c;:.thiS~uL.).f%~!~
.J?j.~M:n4f2ldl ...~.:......~..............)Malcolm S.Stevenson
ADDITIONAL INSTRUCTIONS
1.An inventory must be filed within three months after appointment of personal representative.2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 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
were
w.R~UU~Ui~~~na~n ~Pff~~:mtut of the goods and chattels,rights and credits which
Of R~.1I~~~R..~~.~.~:Y..~.~.!?2.~late oj ~~.~9..~.8.~.~.~!.~..
DOLLARS CENTS
25 00
~405 00
10,000 00
01,325 00
12,102 50
6,125 -00
2,712 00
4,337 00
9,675 00
Washington County,Pa.,taken and made in conformity with the above affidavit.
PERSONAL PROPERTY:One lot of household furniture
Cash
Two -$5,000.00 ~estern Pennsylvania National Bank Savings
Bonds,total value
2,100 shares of American Telephone and Telegraph Company
stock (comnon),@48 1/4,as of date of death,total value
515 shares of Western Pennsylvania National Bank stock
(common)@23 1/2,as of date of death,total val.ue
250 shares of Allied Stores Corporation stock (common)
@24 1/2,as of date of death,total value
96 shares of Chrysler Corporation stock (common)@28 1/4,
as of date of death,total value
100 shares of Uniop Oil Company stock (preferred)(d43 3/8,
as of date of death,total value
300 shares of Southern Pacific Company stock (comn~n)
@32 1/4,as of date of death,total value
REAL PROPERTY:
All that certain piece or parcel of ground situate in the
Third Ward of the City of Monongahela,Washington County,Pa.
being a part of Lots Nos.116 and 117 in the Plan of J.W.
Lockhart &Co's.Addition to Monong&lela City,as follows:
BEGINNING at a point on the Eastern side of Grant St.(whIch
point is 56 feet Northwardly from the Northeast corner of
said Grant St.and HancockSt.);thence by a line crossing the
said Lots Nos.116 and 117 In the LockhartPlan,South 62°9'
East,100 ft.to the Mestern line of what was known as Lot No.
115 in the said Lockhart P1an;thence along the Western line 0
said Lot No.115,North 27°51'East,28 ft.to a point;thence
by the Southern line of property of Hiram E.Davis,North 62°
9'West 100 ft.to Grant St.;and thence Southwardly along the
Eastern'line of said Grant St.,28 ft.to the place of beginnin .6.000 00
rOTAL $52,7.06 50
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Inventory and Appraisement
IN THE ESTATE OF
~W."ROY STEVENSON,a/k/a
\;."WILLIAM R~STEVENSON,"..
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Filed :,19 .
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Joseph C.Ralston
Attorney at La~7
McDonald,Pa.
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55:
The within named Accountant being duly sworn according to law,depose S and says that the above account
as stated is true'and correct as h~verily believe,
day of .
Sworn and :ubscribed before me thiS.....J~
day of __.~~~:g.:_19..7.]...~~..L~~
SANDRA L STEWART.NOTARY PUBLiC
McDONALD BOROUGH
WASHINGTON COUNTY
MY COMMiSSION EXPIRES FEB.23.1972
Warshington County,ss:
~L~mnMalcolmS.Stevenson
I do certify that I have given leg'al notice 'to af!persons
concerned of the filing of the within account in the manner
prescribed by Statute and Rule of Court,as evidenced by proofs
the,.o!filed to No ..b.3:::.'11::iL7..J.-
Witness my hand and official 'seal thiS J.:_..
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Register of Wills
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The Court is respectfu Ily requested to determine
proper distribution in this estate.
T:Ize-o
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IN THE COURT OF COMMON PLEAS OF WASHINGTON CQUNTY.PENNSYLVANIA.
ORPHANS'COURT DIVISION
ESTATE OF W.ROY STEVENSON.a/kla WILLIAM R.STEVENSON
NO.
FIRST AND FINAL ACCOUNT OF MALCOLM S.STEVENSON.EXECUTOR
March 5.1971
As per Inventory and Appraisement filed,
Gain on Sale of Real Estate
1970
October 9 Selling Price $9.900.00
Less:
1%Transfer Stamps $99.00
West Penn Realty
Co.,Commission 194.00
Total Deductions 293.00
.Balance received $9,607.00
Inventory value 6,000.00
OCGain3,607.00 $3,607
Income Received
1970
~152,706 50
Western Pennsylvania National Bank
Interest received on two $5,000.00
Savings Bonds
Western Pennsylvania National Bank
Interest received on estate Savings
Account No.0040037331
February 2 Chrysler Corporation
Dividend
March 2 Southern Pacific Company
Dividend.~
March 8 Metropolitan Life Insurance Company
Anniversary divident on paid up
policy
April 1 American Telephone and Telegraph Co.
Dividend .
April 10 Western Pennsylvania National Bank
Dividend-
April 20 Allied Stores
D.ividend
May 9 Union Oil
Dividend
June 10 Chrysler Corporation
Dividend
June 1 Southern Paciclic Company
Dividend
July 1 American Telephone and Telegraph Co.
Dividend
August 10 Union Oil
Dividend
September 10 Chrysler Corporation
Dividend
September 21 Southern Pacific Company
Dividend
October 1 American Telephone and Telegraph Co.Dividend
-1-
558 7~
624 1E
14 4(
135 O(J
17 15
1,365 OC
128 75
87 S(J
62 5(J
14 4C
135 OC
1,365 00
62 50
14 40
135 00
1.365 O(
I
-~-~----~--------------------------.
-,
ESTATE OF 11.ROY STEVENSON,a/kla
WILLIAM Ro STEVENSON,DECEASED
American Telephone and Telegraph CompaDJ
Dividend 1.365 00 Is 11.271 2~
S163.977 72
1970
November 10
~eptember 28
December 10
December 14
1971
January 2
Union Oil
Dividend
The Bell Telephone Company
Refund
Chrysler Corporation
Dividend
Southern Pacific Company
Dividend
$62 50
2 78
14 40
135 00
Accountant takes credit out of the assets of the
estate as follows:
ADMINISTRATION EXPENSES
1970
February 5
February 6
February 26
March 12
March 13
March 17
March 17
March 19
April 24
May 5
May 8
May 12
Russell Marino,Register of Rills
Letters Testamentary
Washington County Reports
Advertising Letters Testamentary
The Daily Republican
Advertising Letters Testamentary
Van Voor1ess Agency
Accident Insurance for 509 Grant St.
.Russell Marino,Register of lii1ls
One short certificate
Sandra Lo Stewart,Notary Public
Two Notary fees
Russell Marino,Register of Wills
Balance on Letters Testamentary and
filing Inventory
Russell Marino,Register of Vills
One short certificate
Loss on sale of 515 shares of Western
·Pennsylvania National Bank @ 23 3/4
$12,231.25
Less fees &Commissions 176.88
Amount received $12,054.37
Inventory value $12,102.50
Amount received ·12,054.37
LOSS $48.13
Russell Marino,Register of .Wins .
One short certificate
Russell Marino,Register of WillsOneshortcertificateLossonsaleof250sharesofAlliedStoresasfollows:.
200 shares @ 23 3/4 $4,750000
50 shares @ 23 5/8 1,181.25
Total selling price $5,931.25
Less fees &Commissions 105.32
Amount received $5,825.93
$17 00
14 00
12 50
9 ~l
1 00
2 00
17 50
1 00
48 13-
1 00
1 00
....!......
ESTATE OFW.ROY STEVENSON,alkla
JI,.•
Wn.LIAM R.STEVENSON,DECEASED
Inventory value $6,125.00
Amount received 5.825.93
LOSS $299.07 $299 07
May 25 Robert Immel,Jr.
Repair of cement steps at 509 Grant S1 •35 00
July 17 Malcolm L.Morgan,County Treasurer
1970 County Tax on 509 Grant Street 50 96
August 17 Helen M.Doty,Tax Collector
1970 Ringgold School District Tax on
509 Grant Street -151 86
September 30 Genevieve Kerr
Two days cleaning at 509 Grant Street
prior to sale of property 30 00
October 5 Robert Immel,Jr.
Clearing of rubbish from 509 Grant St I 20 00
October 15 Monongahela City Water Company I
Final bill ,7 51 I
October 19-Municipal Sewage Authority of
Monongahela
Final bill 6 21
I
October 22 West Penn Power Company
Final bill 1 29
November 23 'Equitable Gas Company
Final bill 4 95
1971
March Sandra Lo Stewart,Notary Public
Three Notary fees 3 00
March Russell Marino,Register of Wills
Filing Account 18 00
March Joseph Co Ralston,Esq.
Attorney's fee 7.559 10 $8,311 ~9
PREPmRED DEBTS
1970 I
February 19 Mrs.Dorothy Lender ~
Nursing services at Haven Crest'
Nu~8ing Home $22 50
March 12 Bebout &Yohe Company
Funeral expense 1,413 92
March 12 Cemetery lot and opening grave 250 00
March 12 Minister
Honorarium 50 00
March 12 Haven Crest Nursing Home
Balance due on services 62 15
March 12,Anna Mo Fawcett
Nursing services at Haven Crest
Nursing Home 22 50June23QuinetMOnumentCompany111;$1,936 P7HeadstoneInn
OTHR DEBTS
1970March 30 Internal Revenue Service
Balance due on 1969 Income Tax Return 251 71
-3-
-
THE CAlLY REPUBLICAN
MONONGAHELA,PA.'•
!.,\
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929 P.L.1784,Sec.3.
paragraphs (3)and (251.
County of Washington }ss:
State of Pennsylvania
personat a~eared before me,a Notary Public in and for said county and state,~.~~!~~.~ll:~~Swho,being duly sworn,deposes and says:thaL..13~~is
the p.Q.Qkk.~.~p~~of The Monongahela Publishing Co.,a Pennsylvania corpora-
tion,and its agent in this behalf:that the said company is the publisher of The Daily
Republican,published daily except Saturday and Sunday,having its place of business at
Monongahela,Washington County,Pennsylvania;that the said Daily Republican was
established in the year of 1846;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 newspaper in its regular issues on.the following dates:
FEBRUARY 10,17 and 24,1970
Legal Advertisement
EXItCUTOA-'S NOTICIt
Estate of W,Roy Stevenson a kIaWilliamR.Stevena<1f deceased.I ate of Monongahela,"(va~hmgton
County.Penna.. t hLettersTestamentaryupon eAboveMtatehavingbeen.granted
to the undersigned.notIce IS'here-oy given to tho~e Indebted thereto
10 make immediat~.payment.and.to those having claImS or demands
to present them for 8ettlement.Malcolm S.gteven~on
6200 TrMI!1'StreetFinleyville..Pa.l!i~~2
AttorneyJosephC.Ral~ton
.118 East Lincoln Aven.uefMcDonald.'Pennsylvama 15M7
I.Feh.10.12.24.In70.'.)
~;E.QV.~QR~.~...;N.Q.'J',;r;Q~.L.]!;.~.~~:t~...Qr..w.......~.Y.....~:t~~.~J!.~Q.D,...~I!L~L!!~JJ~.~!!1 ..R.Stevenson
that the affiant or the corporation in behalf of which .......~~.~........is acting is not inter-
ested in the subject matter of said notice or advertising and that all of the allegations of
thig affidavit as to the time,place and chad:~~:3£~:~>Ublic~n are true.._~tZ::~.d..~..
S~orn to and subscribed before me thisc2tj~1..-day of .......'-...l~~1f--.........1~.lO
-.'''~P~.';o~~~s:'~to~'~c'''·'fd--N~·t~;;''P~bi'i~
,"",.i.il......;,,D.
My Commission Expires Mareh 23,1970
Washington County Repel Is
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with uhe 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 officilcl.legal periodical for said Washington County,published weekly
hav,ing its place of business at Washington,Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
COUNTY REPORTS was established on March 31,1920,and was designated
as the official legal publication for Washington County,Pennsylvania,by order
of the several courts of said County,dated November 11,1920;that the printed
notice or advertisement attached hereto is a copy of a notice or advertisement,
exactly as printed or published,which appeared in the said legal periodical in
its regular issues on the following dates:
.........E.ehOlax::y.12..,.19.1o 2.6.,1.9.7..0 .
'---
Estate Notices
The Register of WiJIs 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.
• • ••• • ••• ••••• •••
C UA'-M4iRSONS'W.ROY.a/kla WII.-I.TEVENSON,Dec'd.
Lcate of Monongahela.Washingtonounty.Penna."
Executor:Malcolm S.Stevenson 6200TrevaSt.,Finleyville,Pa.15332'ILA~torney:Joseph C.'Rafston,118m I
Illcoln Ave.,McDonald,Pa.15057,'.I
...?:f?!h day of !:~.Q?,;.~.~.~.Y.~,19 ?9..!'!........~..,a..~~dL&~<
Notary Public
Jr..~Ti~.£.ll.;:f.c.dIGHOlAS,~ota"'""~'I\"....'<J .1 •rJ","~'QS"I'1~i·01l,,,'as~in!lton Co.Pa.r,:y Cc;,:mission Expires'
flGlIemb()~1,1973
3Ju tQP (@rpl1au1l 9 mourt nf lIallQiugtnn C!!nuuty
)
In the matter of the Audit of Account in
Estate of W.Roy Stevenson,a/k/a
William R.Stevenson
TO THE AUDITING JUDGE:
No.63-,70-126 ,19__,A.A.
-,
Enter__~m....Y~appearance for·__~A!.!c!d.ic:!.!o!..!.u,ynl.!.tk!!1a!J,n!Jtl.---'-__
E5 ~A---'19-1.!-
N.B.-Counselshall,by separate paper,present a concise statement of UCh
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
No.63770-126 ,19 ,A.A.
In re Audit of Account in Estate of
W.Roy Stevenson~a/k/a
William R.Stevenson
AUDIT
Jrarripr fnr i\ppraranrr
FOR
Accountant
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Joseph C.Ralston
McDonald,Pa.
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..No.63-70~126
ESTATE OF
w.ROY STEVENSON,a/k/a
WILLIAM R.STEVENSON,
DECEASED
ELECTION TO TAKE IN KIND
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JOSEPH C.RALSTON
ATTORNEY AT LAW
PROFESSIONAl.BUII.DING
McDONALD.PENNSYLVANIA
ES D l'~Ji all IL
\ I _
IN THE COURT OF COMMON PLEAS OF \~ASHINGTON COUNTY,PENNSYLVANIA,
ORPHANS'COURT DIVISION
ESTATE OF
W.ROY STEVENSON,a/kla
WILLIAM R.STEVENSON,
DECEASED
)
)
)
)
)
)
No.63-70-126
ELECTION TO TAKE IN KIND
TO:Malcolm S.Stevenson,Executor of the Estate of W.Roy
Stevenson,alkla William R.Stevenson
We,Velma S.Bell and Malcolm S.Stevenson,being the
sole legatees under the Last Will and Testament of the above
captioned,W.Roy Stevenson,alkla William R.Stevenson,do
hereby elect to take the following distributed property in kind
at its inventory value and we do further excuse,exonerate and
order the above captioned Executor to save said personal property
from liquidation:
One lot of household furniture,
2,100 shares of American Telephone
and Telegraph Co.stock (common),
@48 1/4,
96 shares of Chrysler Corp.stock
(common)@28 1/4,
100 shares of Union Oil Co.stock
(preferred)@43 3/8,
300 shares of Southern Pacific Co.
stock (common)@32 1/4,
$25.00
101,325.00
2,712.00
4,337.00
9,675.00
In the final distribution the above described personal
property may be divided equally between the above 'mentioned sole
legatees,
1971.
Velma S.Bell and Malcolm S.Stevenson.
WITNESS our hands and seals this .LL day of 7Jf(;l
WITNESS:
~J-.&LL:
,
Malcolm S.Stevenson
........''--/--:""."-~·-"'lI------------------~""':)~
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNi.
ORPHANS'COURT DIVISION
is Joseph C.Ralston.Mr.Ralston?
deceased.The Executor is Malcolm S.Stevenson and the attorney
W.ROY STEVENSON,a/k/a
No.126 of 1970
)
)
)
)
)
)
)
)
)
\Number 126 of 1970,the estate of W.Roy Stever ~on,
Monday,May 17,1971,at 1:30 o'clock P.M.,
EDST.
If the Court please,the Executor is one of the t""0
JOSEPH C.RALSTON,E~Q.,of McDonald,Pa.
repres enting the Acc ountant:,"
THE HONORABLE P.VINCENT MARINO"Judge
of the said Court.
HEARING ON AUDIT
MR.RA LSTON:
BEFORE:
Deceased.
ESTATE OF
IN RE:
ai0::IIII-0::oII.~THE COURT:
I-0:::loU
.Jecij
ii:II.o
~WILLIA M R.STEVENSON,
~.~
IIIZZIIIII.
ieClz
XIII;
ti~,
IIIc APPEARANCES:
•.Jecij
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residuary legatees in this estate.I have all the papers.The Fede al
Estate Tax has been paid.I would call the Court's attention to the
to
little difference in the Personal Property Tax.I calletd)/the attentipn
of the Supervisor of the Personal Property Tax Department on.
Friday that he had sold the 250 s hares of Allied Stores during the
2--=.-,..~"~l.--1I-----_------------l _
course of administration.And it was fully liqufdated by January 1st
THE COURT:What do you claim the correct amount is now?
of $512.38.Does that appear to you to be correct?
THE COURT:We have a listing here now to the reduced amount
MR.RALSTON:Yes,I think that would be right.
MR.RALSTON:She was going to reduce it by the appropriate amo Jnt.
No,just add that in on the Praecipe to be paid
And ¥ouywere going to see tha t that is paid?
All right.
from the estate.
~~THE COURT:
,J>-OJ~MR.RALSTON:
IIIII.
io1-'IIIZ
ffi THE COURT:
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.=MR.RALSTON:I have a request from the other heir,Mrs.Bell,oiiI-~and I have the notation here that her name appear as Velma E.
,J
<l:
§Bell,rather than Velma S.Bell,as her father had it in the Will,c
::J.,
~in order to keep her accounts proper.She's elected to take in kind.
N
The election is here.
THE COURT:
of any kind?
MR.RALSTON:INotthatIknowof,Your Honor.
We understand.Are there any outstanding claims
Is there anyone else in Court interested in this
oj
0:IIII-0:o~THE COURT:
0:
l-ll:
::Jo~
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decedent's estate?
(NO RESPONSE)
THE COURT:The audit of this account is ordered closed by the
Court.
( AUDIT CLOSED)
,/....-
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1 bo~ob1 cl3rttr;v UUll tho procacdtDdO and ovtetecoo Ot'O contoin:)d
fully end U¢4.'urotoly in tho tWtco tolleD by me on the hecrtnu of tbo o.trovc
The foregotnfj record of the proeoodinao upon the hCO,rin3 of the
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA,
ORPHANS'COURT DIVISION
ESTATE OF
W.ROY STEVENSON,a/k/a
WILLIAM R.STEVENSON,
DECEASED
)
)
)
)
)
)
No.63-70-126
FIDUCIARY'S RECEIPT AND RELEASE
The undersigned,Velma E.Bell,acknowledges to have
received of Malcolm S.Stevenson,Executor of the Estate of W.Roy
Stevenson,a/k/a William R8 Stevenson,Deceased,one-half of the
residue of said estate,including 1050 shares of American
Telephone and Telegraph Company common stock;48 shares common
stock of Chrysler Corp.;50 shares Pfd.stock of Union Oil Co.;
150 shares common stock of Southern Pacific Co.and one-half lot
of household goods and furnishings,held in kind and distribu~ed
as such at the appraised value of FIFTY-NINE THOUSAND,THIRTY-
SEVEN and No/100 ($59,037.00)DOLLARS in full pa~nent of the
amount awarded the said Velma E.Bell under a decree of the Court
of Common Pleas of Washington County,Pennsylvania,Orphans'
Court Division,entered May 24,1971.
In consideration thereof,the undersigned hereby remise
releases,quitclaims and forever discharges the said Malcolm S.
Stevenson,Executor,of and from all actions,accounts,
claims and demands whatsoever arising out of the filing of the
first and final account of said Executor in the Estate of W.Roy
Stevenson,a/k/a William R.Stevenson,Deceased.
WITNESS the following signature and seal this ;/7~day
/
,1971.
Velma E.Bell
\......
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA,
ORPHANS'COURT DIVISION
ESTATE OF
W.ROY STEVENSON,a/k/a
WILLIAM R.STEVENSON,
DECEASED
)
)
)
)
)
)
No.63-70-126
FIDUCIARY'S RECEIPT AND RELEASE
The undersigned,Malcolm S.Stevenson,acknowledges
to have received of Malcolm S.Stevenson,Executor of the Estate
of W.Roy Stevenson,a/k/a William R.Stevenson,Deceased,one-
half of the residue of said estate,including 1050 shares of
American Telephone and Telegraph Company common stock;48 shares
common stock of Chrysler Corp.;50 shares Pfd.stock of Union
Oil Co.;150 shares common 'stock of Southern Pacific Co.and one-
half lot of household goods and furnishings,held in kind and
distributed as such at the appraised value of FIFTY-NINE THOUSAND
THIRTY-SEVEN and No/lOO'($59,037.00)DOLLARS in full payment of
the amount awarded the said Malcolm S.Stevenson under a decree
of the Court of Common Pleas of'Washington County,Pennsylvania,
Orphans'.Court Division,entered May 24,1971.
In consideration thereof,the undersigned hereby remise ,
releases,quitclaims and forever discharges the said Malcolm S.
Stevenson,Executor,of and from all actions,accounts,reckoning,
claims and demands whatsoever arising out of the filing of the
u~SEAL
WITNESS:
first and final account of said Executor in the Estate of W.Roy
Stevenson,a/k/a William R.Stevenson,Deceased.~
WITNESS the following signature and seal this 11-day
of &~~,1971.
EST,ATE OF
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63-70-126
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R-E-C E T
w.ROY STEVENSON~
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COpy OF INVENTORY
Notary Publ1Q
Malcolm S.Stevenson
,.
W.Roy Stevensort$IJ/kln \-11111am R.Stevenoon
March '70
W.Roy Stevenoan,a/lt/e UilllernR.5tevenson
mtiaooa~..Malcolm S.Stevonson
..W..R~nu§l!~Mn\~D ~wtt}!tmtltt of the goods and chattels,rights and credits which'were
·uf ~;.~I~.~~.!:..~.~.~!~~.~.!?~late of }:~.~~~.&~~~!.~..
Washington County,Pa.,takena~made in conformity with the above affidavit.
DOLLARS CENTS
·!:J;m.SO~PROf",J!R-'ttt One lot of household furniture 25 00
eaoh ..$405'00
Two •$5,000.00 Western Pennsylvania National Bnnk Savings
Dondo,total value .10,000 00
i 2,100 sharee of Amet'lcan Telephone end TelG3t'o.ph Compeny··
otock (common),@4&1/4,as of date of death,totol value 101,325 00
51S shereo of geotern PennoylvanlaNntlonal Bonk Gtock '
(common)@23 l/~.as of dote of deeth,total vaLue 12,102 SO
250 shares of All1edStores Corporation otock (common)
@24 1/2.as of date of death,totel value 6.125 00.
96 ohareo of Chryolor Corporatlon stock (common)@28 1/4,
aa of date of doath.to~al v&lue .>'2,112 00
100 ahareo of Un:lon 011 Conpany otoClt (p~BfMTed)@43 3/8,
00 of date of dGath.total.valuo 4.337 00
300 ohtU:GD of Southam Pnc:;1fic Company otock (cOlltUOn).
@32 1/4,Qeo~date o~deaeh,1;0to1 value 9.U7S 00
URAL mREBnXI:
All that cGi'to1n P!.QCO OX'parcel oe sroundoltuotG 1n tho
ithl1C'd gard of the.Cit,oR J.tODoDijoholap t'!eohtn8ton County.Pat
bolng Q port of Lote~G.116 and 111 1n the Plan of J.U.
Lochhert &Co's.Addition to Monongahola City,00 1?o11oooJ
nEGINNIIeG nt a point on tho Bootent 0100 o~Ggont St.(tibt~h
point 10·S6 fest ~rtb.t1Mdlyfromths tbl't.hcaot cornor of
i cold Gs:ont St.end f1Qncock St.);thonCG by Q lina crooclna tho
aold LotB RoO.116 and 117 lntb~Lockhatrt 'lM,South 62°g.
BaGt 100 ft.to the Heota'lD line of t1hot t'ooltnoon 00 Lot t~o.115 lnthG oalil Lockh8r:-tPl0Djthence elons thl\aootern linG of
otdd Lot 1~.11S)North 27°51 Boott 20 ft.to ~,po!n~;thGac$
by the GoutbGZ'1l the of property of Blt'ent B.DovlthRorth 62°
9't-Jeot»100 ft.to G:toot St.;and thoncca Soutm1tU'dly 0.10n8 the .EQot~rn line of oold Grant St.,28 ·ft.to tho ploc&of bl3slnntng,6,qpp 02
TOTAL $152.VOo 50
Form RCC-33.
RESIDENT DECEDENT
j
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF W~e.hj,.Pge.Q.p..
IMPORTANT:This return must be completed in detail and filed in duplicate,'with will attached,with the'
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
the Inlwrit~nce_.~n!lE!?tateTax Act of 1~6L)
w.~-~y~t~~;~~~;:£;~~;~~;;~;enson-}:::uA:;:OF
Late of :M.QJJ.Qpgahe.la..,.Wash.ingtoll.COliDty XHMm9DrXXCIIJC
::.:.,_!'~::~~~::~:::-::::::_:--}",
...........:M.?!..~.91~.$...,$.~.~.e.P...s.Q.P.... .
XlIifUI(iXlQXiKX of th;estate of the above-named decedent being duly sworn,depose S and says
Exeeutor
Decedent'dJed .~r~?J1JJ.~.r..Y3.Q
(Month)
Name and address of attorney or}
other authorized representative to.
whom all correspondence should be
mailed.
,J'o$.ephG!Ralst:QP,AttQr..neY......a.t..Law,118 East
Lincoln..Avenue,..McDonald,Pennsylvania 15057
That as such f.;x.e.c.u.t.Qr.deponent is familiar with the affairs of said estate and the property con-
(Execmtor-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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Western Pennsvlvania National Bank W..R.Stevenson and ~nn
Monongahela,Pennsylvania Malcolm SA Stevenson
That the contents of said safe deposit box or boxes are itemized under Schedule!OA,B,E of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached h,ereto and made part hereof sets forth fullv and in'detail all the
real property in the Commonweal th 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 Sch.edule B attached hereto'and made part hereof sets forth fully and in detail allpersonal
property wheresover situated owned by the decedent at the time of death;all moneys left by th~"de'cedent
..~I Iatthetimeofdeath,whether in decedent's immediate possession,standing to decedent's c~eaitLin.banks
of deposit,savings banks,trust companies,or other institutions,whether indiVidually,o'~i"1~'L'~~stfor'
any other person or persons giving also separately the accrued interest thereon,if any,dowri:'~·the last
interest day prior to decedent's death in the case of savings banks,ind~to the date of de~edent's·death.....;in all other cases;all bonds,postal savings,treasury certificates or notes and other:e~i~ence of in-
"I •~debtedness of the United States to the decedent;all obligations,whether by statute or _agre.~ment they
."'..Iaredesignatedastaxfree,of the Uni t~d States,or any state,or political subdivis:l.on tlieteO'f,..~r of
.any foreign coun'try,which are owned at ·the time of death;all wearing apparel,jewelry,sil~e~ware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated
market value thereof;all bonds and mortgaltes held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable
to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrill!d lhU!f'@st th@¥@tltl ttl th@ du@ or dece-
dent's death and other investment securities owned by the decedent at the t1~or death,with the market
value thereof at such time.
~~JJkK~~.L
(ExeCt£tor-~~~)
6200 Treva Street........................................................................................................................................
(Street Number)
..~!~.!..~Y.Y..~.~J..~.1 .....~.~~~.~.yly.?p.J?.....1...,5..3..3..2
(City or Town and Sto.te)
...J
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated'by financial statements of the corporations,showing the assets and liabilities
thereof as of the"date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the de~edent'at the'time of death~.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers••In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either "imhvldually,or jointly with another,or any power of appoint-
ment vested in decedent"either individualJy or .Jointly,by tqe Will,deeq,or other instrument of another,
with a copy of the instr~ent creating such po~er 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,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-
sona],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 instr\ooents effecting the vestiture of
real estate and the date of acquisi'tion'of peJ'Sona.lty,plus the name,address and relationship,'if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of.this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of...death;taxes accrued charge.able for period prior to decedent's death (except.those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that
the amount of tax assessed can be reassessed in accordance thereWith.
That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this .
..................../..7d"''''day of l.1.~;t;.~.h 19....7..Q .....~~.X ~..
SAND.RA L STEWART.NOTARY PUBLiC
McDONALD BOROUGH
WASHINGTON COUNTY
MY COMMISSION EXPIRES FEB.28.1972
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
fl11ed 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 (!~64)
q)MMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLL.:ECTIONS
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 heid as joint tenant or tenancy by entireties,report on Schedule "Ei ,.Property hdd by
thede.cedent 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 Commo[lwealth of Pennsylvania should be
described by lot and block number,street and street number,together with
a general description of the property,with a reference to the record of the
conveyance by whi ch the decedent took title;if a farm state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
(1)(2)(3)/
DEPARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTION
DECEDENT'S MARKET VALUE (Do not write
DEATH In this space)
.~
ALL that certain piece or parcel of
ground situate in the Third Ward of the City
of Monongahela,Washington County,Pa.,being
a part of Lots Nos.116 and 117 in the Plan of
J.W.Lockhart &Co's.Addition to Monongahela
City,as follows:
BEGINNING at a point on the Eastern side
of Grant Street (which point is 56 feet
Northwardly from the Northeast corner of said
Grant Street and Hancock Street);thence by a
line crossing the said Lots Nos.116 and 117 ir
the Lockhart Plan,South 62°9'East,100 feet
to the Western line of what was known as Lot
I No.115 in the said Lockhart Plan;thence
I along the Western line of said Lot No.115,
i North 27°51'East,28 feet to a point;thence
by the Southern line of property of Hiram E.
Davis,North 62°9'West,100 feet to Grant
I Street;and thence Southwardly a1ong.the
Eastern line of said Grant Street,28 feet to
the place of beginning.
BEING the same premises which Malcolm S.
Stevenson,by deed dated May 11,1932,recordec
in the Recorder's Office of Washington County,
Pennsylvania in Deed Book Volume 587,page 487,
granted and conveyed to W.Roy Stevenson and
I Lena E.Stevenson,his wife,the said Lena E•
.Stevenson died ,whence title
devolved upon W.Roy Stevenson,as surviving
tenant by the entireties.
5'f 7-'-f r 1
~J/f (r;
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the lost page of this return.
$6,000.00
--------------------------------------------------------,
RCC-35
.COMMONWEALTH OF PENNSYLVANIA..
TRANSFER I~HERITANCE 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 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,i~surance 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 Sta~e"at the time of death,should be listed in this schedule.
Item
No.
ITEM
List and describe fUlly
UNIT ESTIMATED
VALUE MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
CI~f./J 6,125.00 ~
/"1 .~~j 2,712.00 ~-o
("1:-j /4,337 .00 ~V
a .I J r{.~...-~9,675 •00
1
2
3
4
5
6
7
8
9
Cash $./405.00 ~~
One lot of household furniture I 25.00 'A1IrvTwo-$5,000.00 WesternPen~sy1vania yl
National Bank Savings Bonds /10,000.00 ~
,2,100 shares of American Telephone and j'r-
Telegraph Company stock (common)/~
@48 1/4,as of date of death (jl~...l..01,325.00''7..)
515 shares of Western Penns;y1vania Nationc 1 ~,
Bank stock (common)@23 1/2,as of date ./,
of ,death :,;-~~12,102.50 ~
250 shares of Allied Stores Corporation ~~-~~
stock (common)@24 1/2,as of date of
death
96 shares of Chrysler Corporation stock
(common)@28 1/4,as of date of death
100 shares of Union Oil Company stock
(preferred)@43 3/8,as of date of deatr
300 shares of Southern Pacific Company
stock (common)@32 1/4,as of date of
death
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X ~146,706.50
Rcc-36
ro'mO~TE \LTI!OF PENNSYLVANI A.
TIUNSFER INHERITAN"CE TAX
rrESIDE~T DECEDENT
SCHEDULE "c"
TRANSFERS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)NO
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)..;N::.:.;:o:..-__
(3)If the answer to (1)or (2)above is in the affirmative state:Not applicable.
(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)N~QL-__
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)~
(b)What was the transferee's age at time of decedent's death?B Not applicable.
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)_~N~o~_
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)__~N~o=-_
(6)If the answer to (5)(b)above is in tpe affirmative,state whether the'right was reserved in decedent
alone or others NotappllCable.
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)~N~o~_
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to Change,
because of a reserved power to al ter,amend,or revoke,or which could revert to rl.ecedent under terms
of transfer or by operation of _law?(Answer yes or no)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 decedent alone or the decedent and others?
(Answer yes or no)Not applicable.
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
Ii
I
DESCRIPTION
NONE
MARKET VALUE
(Es timated)DEPT.VALUATION
(Dept.Only)
[nsert this total opposite "Transfers",Schedule "C"in the
"As Reporterl"column on the last page of this return.$00.00
""..,>
COMMONWEALTH OF PE.~NSYLV:ANIA
TRANSFER INHERITANCE 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 lmder 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 dat~of acquisition,and the name,address and relationship (if any)of co-~wners to
the decedent.
Description of Property,Date of Acquisition,Name I unit percentage Estate
Address and Relationship of Co-Owners,and Place I Value Share Valuation
of Record of Instrument,where Real E;state.!
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
One Western Pennsylvania National Bank
Savings Bond,value ~142645.73,issued
toW.Roy Stevenson or Malcolm S.
Stevenson,decedent's interest,1/2,
One Western Pennsylvania National Bank
Savings Bond,value $14,645.73,issued
to W..Roy Stevenson or Velma •Bell,
decedent's interest,1/2,
Checking Account at Lvestern Pennsyl-
vania National Bank in the names ofw.R.Stevenson or Malcolm S.Stevenson,
total amount as of date of death,/
$13,118.19,decedent's interest,
/
/
x.'(.
7,322.~6
6,559.0___-,-1--
Value of
Entire
Property
I
Value of
Decedent's
Interest
Insert this total opposite "Jointly Owned Property""Schedule"E"$"21,204.82
in the "As Reported"column on the last page of this return.
~CC-37 (12-63)
nnnW:,\WEAI.TIl OF PENNS;YYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES ~RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OF\State full names and addresses af all who illegitimate children DE;CEDENT OF BENEFICIARY
have an interest,vested.contin~llt$?r:.Q-the:r-are involved,set STATE YES IN ESTATE
wise,in estate),,'<~-'·-""'~ill1t,.•forth,this fact.),OR NO.B~RTH',
M»XDJJ6XUIX '.Maicolm S.Stevenson~'6200
Treva Street,Finleyville,
Pennsylvania 15332 Son Yes One-half
Velma S.Bell,Crest Avenue
Allentown ~Pennsvlvania Daughter Yes 0 Onp-h~l T
'"
".-'","~"J'.'
•'->
.'
.....
•_.''"r~,_,
..,'-,
""
.,
.
",".
...,
c'
,.,
.-,'"
"
-,
0 _,.J.
Deponent further says that all the above-named beneficiaries arelivi~g at this time except below:
".
NAME DATE OF DEA'l'H RESIDENCE
.....
No exce1)tions
"'."
....
.'
'"~-.
~
OF THE
ESTATE OF
:\IATTER OF THE APPRAISEMENT
w.ROY STEVENSON,a/k/a
.WtLLJAM.IL.S'rEVENSON...
Deceased
·c...>-1 "'tl ::c'0..,('I)('I)~....§~e.
::I ~::l "'tl:rt ('I)Il'..,
:I-';;l "'-.g
:'-<l "'tl ('I)·..,..,
.g ~
~...."<
:~:
:CD;0.-
:"d:t'i:0
"'=',CD,l'i:rt~
(Executor-Administrator
must complete "As
Reported"column #1.)
>-1Il'XIl'er'(;)
l:%j
til....Il'....('I)
C1..,otiltil
"
Year .
P.I1 THE
~No.
Will
Administration
,
Late 6fM(:>I~ongahela.. ..J
~
1
t.:"1
REPORT AND APPRAISAL
Commonwealth of Pennsylvania
County of Washington
---0"\>
'"til'0 ::c0('1)-;::::0"g~'"..,0;:;:0 e-.~
U"Jc::~~>::c
en U"J ...-:
()()?"'?"'
~~~;
f/.'-OO~-OO
N:~
F-"0\..,~
1'):'"2:0 0....-,"0 0"
..:.@
00 '0 i..n:Jlo.);0 ¢
-,i~':.....-...
: -en:L~~
·-.~-r5:
.....rs..-00
......1:'~i:..~
.....'.:
(,.0:1'):'
__-00 __-00
,
1:1
"""-..:~''\..---'I "~::•>h ':~:,,~~;j ..'\.I':'
~:.~.:".J :~~~:C): :('l)Iv.~':.;~.~.c,3~
.('.~:;.
~.~L...0 B...II •
~.I c~II:C..'I
....
I
iI
I
i,
I
l
tI
f"'~~...
-..,J
~=
-0
:F:l:
Joseph C.Ralston
Attorney at ~~w in
McJlo~bd,p~~.'
~~c ::;...~~
.-'-(j)-r~t---Ul (j).~'-"
Z -I r.'rr;(0 ,'7l ,-.:--•
-1 ;~:r---
~~s;;3;::
("")"J"o :::;:;::;;---r .....':!'ifo""Dr-aP(j)
)
Fonn RCC-2 JCOMMONWEALTHOFPENNSYLVANIADATE...............Ap~g....??,....~.?7.9 ...
DEPARTMENT OF REVENUE RESIDENT INH~ITANCETAX .........................w.?-.1?hi..~g,~.9.I.}........BUREAU OF COUNTY COLLECTIONS COUNTY ..................
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.............................9.3.::.7..9::;h?§.......................
Whereas,.......................w.g+.~9.m ....F.t.~.....$t..E3,y~P:~.9.~L .....................................................late of ...................................:M.9Y,J..<:>Y.1.~h.~~.~....................
I in the County of ..............................................w.~?.ht.P,g,t.9.n ...............................................Commonwealth of Pennsylvania,having died on
the ................................3'O...th..............................................day of ..................~.~~I]f....................................19 .....7.9,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.............................w..!.R..!.....Q.h~n?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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles
$
REATLY:
Jt.Checkin,g Acct.held in the Western Pennsylvania
National Bank,J.I1onongahela Office,Monongahela ,
Pennsylvania.in the names of William R.Stevenson
nr Nalcolm S St.evensnn 6,484 10 :
I
I
I
I
Total 6,484 10
I
I
-
fonn~;v~~hb~~::~hi:w<>rl1a~~la~:~a~o~e~~:~c":~ea~§~tlsil~~
AppraIse .·(1;2···z ..'e·..·..·....··..·..·..····..·....···..···.. ··..···....·..mbar and Street)
................&.v ....~,...."",.."""".,...........................................................................,Penna.d (Poat OfIlee)
-~r .tr"..~'\~~l".1 I
'71 HAV 7:-:All 9 Sit .......JrfA.$tI:I.NG.':r'QN ...County
I
H~;;)':Mt\HIN0
REGIS i L,'.OF WILLS
WASl,;;;';'TON CO"PA.
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
WILLDlM R.STEvENSON
Deceased,
Late of
MONONGAIaA
Date of Death,tJ.'¥.l.:tl.C'.IT .3..Q.LJ.:..9.7.Q..
Appraisemel!t Docket Vol.,.3.$.
Page,43~J.No q.~7Q':7:;J,,~.9...
Filed in Register's OfJi.ce,..Ap;r.:i..l ...2~.".19 .....7Q
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,.
Entered and charged,.
'"
...
J
11n tbr (@rpQans'QInur!nf lIasQingtnn QInunty
IN THE MATTER OF THE AUDIT OF ACCOUNT
William R.Stevenson
In re Estate oL~t~.y.~.t:J.~Q.n Jr!.,__.B.~;LJ~./~/~_No.93~'+'g9 9.f 7.Q ~J.1Q.9.;:el-m,19..7.+.,AA
M§..lQ9.lm..S.t $.t~.v.~11~9.n ~;r.•,_~At_~.Il R.~X~Q.,t.Q _.._ _ .
~mnm-.
Date of death_~_I?:D.!_..39..1..J.9.79 Date of filing Inventory Appraisement Mar.ch..l.7-,19.7-0---.--.___.__
~~
TO THE AUDITING JUDGE:
Enter my appearance for Personal Property Tax Due Washington County,viz:
..
ITE M Valuation
1971 !
250 SQ Allied Stores @,....27....6150.00
300 sh Southern Pacific Co.@ 36.871)11062.1)0
<.
1970
250 sh All ied Stores @ 28.625 7156.25
300 sh Southern Paciffic Co •@ 32.625 9787.50.
1969
250 sh Allied Stores @ 39.00 9750.00
~oo sh Southern Pacific Co.@ Lili .121)13237.50
1968
250 sh AlliAd storAS @ ~6 ..875 9118.75
300 sh Southern Pacific Co.'@ 29.625 8887.,50
1967
250 sb Allied Stores (2~-sol)@ 22 ..50 5621).00
300 sh Southern Pacific Co.@ 28.00 8400.00
1966
2 100 sb Allied Stores @ 80.75 8075.00
300 sh Southern Pacific Co.@ 43.875 13162.50
Year Inventory Assessment Valuation 12%Assessment Tax at 10%Collection 6%Interest Totaf ClaimAppraisementReturnedPenalty4MillsPenalty
llt>t3 110 (.;:G 7'(JI-;.fz "5%dlSC.If:<.~S"
19 71 1-7815 'None 17815 --~~.~I L'"7 '"7f'\.--
19 70 16945 None 16945 67.78 6.78 2.72 77.28-_.
19 69 22985 None 22985 --91.94 9.19 9.20 110.33
19 68 18105 None 18105 72.42 7.24 11.52 91.18--
19 67 14025 None 14025 .--56.10 5.61 12.32 74.03
19 66 21235 None 21235 --84.94 8.49 24.08 117.51
TOTAL CLAIM 538.03
S"/~'d%
The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi-
davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate.
.._._3.9.:t?~__..._...day of.....J~P.~_~~._....._....._.__197.~...._._.A.V.CAPANO,SOlicitor
I
J
NO~2.~~~~_o.;~~~B~7~'M
In re Audit of Account in Estate of
....ST.EyENS.QN :w RAY.,..
AUDIT
'rarripr for i\ppraranrr
FOR
WASHINGTON COUNTY
PERSONAL PROPERTY TAX
A.V.CAPANO,
Solicitor
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STATEMENT OF DEBTS
AND DEDUCTIONSCOUNTY
OFFICE OF THE'
REGISTER OF WILLS
•...ytevenson,a,a.h''.
ESTATE OF William I..Stevenson L.ATE OF MonoogiI ela.Washlngton County,,,
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D"'TE OF FILING APPRAISEMENTHs:tch 20,1970 OATS OF DEATH'January 30•.1970
AND AGENT OF THE COMMONWEALTH
OF Washington
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF \"ashington a8:
I,Malcolm S.Steveoson HEREBYCERTlFY.THAT.TO THE BElllT OF
lilY ~NOWL.!.DGE AND BELIEF,THI!FOREGOING IS A JUST "'ND TRU It stATEMENT RF PEB!'!.{I,l.NJR.AL ,~PENElES AND EXPENSES.O,F."'DMINISTRATION SUBMITTED TO THE ESTATE OFW.Roy Stevenson.8/k/8 wlJ.Jot.AmEc~'_eD T',.,',=:b .......,AS DEOUC IONilFOR
"H..'TAHC£TAX PURPosEO....~~'L.s.'.']!!!;iii;i5i.o~::jjjf'Y OP Mticolm S.t_caon ...
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1978ATE NO.OF
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VOUCH""
'N..........OF PAYEE REMARKS "'MOUNr·.'
O'ct,:Recorder of Deeds !transfer statUps on deed "00
nn~rJllrlat!'DAftn'DAis1 t>v ....sioo'194 00',
Feb.5 lussell Hartno,'Regtster f;fetters ~est~en~a~)7',/17 00---.--.'-.1i ..~I.......1/eu,v ,v "0001;10 ......IVV_..,-f/l •.-....
reb.26 ~e»al1v Ileoubllean l\dvertls1bi Letters 12 50
Mar.iL2 'aPVoo,l.ess Agency ~cldent los.on S09Grant St,~I:~.....loa ...1..'_~.._.'•~.~......ft<lilOll ho.......-.,....,
·••v ....,...........~............Mar.117 !sandra L.Stewart,·Notary ;:WO'Notary'fees 2 00'
Mar~,~7 auesell 'Harino.,Restater aa1.on Lfattet"$&fl1frag lrav.17 SO....101ft ......u--Jl__''D __.a ....a .....I'h.....'.~#,z -_......,Inn..-....i4 ~.~--April :r:tbursil.est;range·&,Co.I Pees ,&COmmtsions on sale of
:81::0CI.<Jot"I~~11.0,.'l ..• '-,1 'iA.a....,..nn,.'RAO",Clf"c¥IlnA ...·'~."',f=4 ......_,..
,.-",8 ,lttussel1 Ha%'1oo,',1eg1ster ~De short certificatei'00May'1
.......L;",A -..'.'",',..My IJ.~1It4 ....I\"'..I:I.-....UI \IIIU'.~ccu Ql 'vn'I;,9....
.,of stock lOS 32
flay 2S Iaobert,lmtnel.Jr.~epalrof Cem$Dt steps at
;........--~.,.1'......!...~,""'.."W'.........'"\.""."iY'July 17 IKalcolm 1,.Morgao ItCO.Treas.~970 CountyT.-S09 Grant St ~u 1,6
AuStill t 17 HelenM.DotYt'l!ax Collector'1970 School Tax.~09 Grant 6t 151 186
It'<".lIft I...."....#__....Ir.._Aft..,..._1 •.....c:.I\Q-"tn'Inn
....-If...•~v ,""'_..------",rubblsh)'from 509Get"5 aobert 'lmmel~~Jr.·Clearing Gr,~t 20 00
Oct,./1)IH011oogal\ela (;lty wacer \to.If'1nal ·1)J.l1 '~I~iAA'"110 1"'''_''_''''''111-".411..h.",I,Mn"',FinAl hi.l1 I-"',Final 29Oct.22 West'fen.-'ower Cotnpany bill 1-""'''
.._......1_...
ftOV.I~.;t ..''lilUJ <...;'6..,0........,.......IiPJ
'8'71 ,
Harct SandraL.Ste_re.Notary Irbree notary fees 3 00
Marct \ll\u8sell 1lJa1'j.nO."Keglster lf111Dg ACCOUDU 'I If,t I~~.....,','t,........,..,~_1 ____'Cl__•I't 1::__'",'i lu::.a
..--.'.--,..-of •reb.19 Mrs.Dor:othy Lender Nurslogservlces 22 SO
.Marc!'12 "·Bebout &·Yoae ~any",-uneral expense l'.413i192 ''-~.--''~ftl:""I",,,,
'..---...'"Y 'IiiVlot ...u .'":""Q':"--..-...IV"
Marcl 1-2 Minister:~,Honorarium 50 00
Harct 12 Haven f;rest Nurs:Lll8 Home ~al.dueon services 62 15----narc,;~~1-A
ft..._...-....---..."'''':illV
,""~fta ..._.~....'115 !on
Marc)
,..~~al.due 1969 tncOJleTax30lnterna1RevenueServieeon 251 71
Apr1J :3 IWesten l'a.'Wac'1.DanK ~are uepoSJ.l;DOX ...IVU
uizuu ~.SHErr..
SANDRA l.STEWART,NOTARY PUBliC
McDONALD BOROUGH
WASHINGTON COUNTY
MY COMMISSION EXPIRES FEB.23.1972
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M.S.SteveoeoRPlf.l~t for:,out-of-pocket expen,ee8 for nurabg'
Cf1te of decedent .'.
Russell uat'lbO~Agcmt ·lnhet'lleRcefax on check1n£,
,Accouotat Western 'a.Nat'l.
8~nk tc Dames,ofW.R,Stevenson
or Halcolm s.StevensonRU8se~~tlatlno t As-t D1tI Inheritance'Tax on BatSto
austell Marino.Agent Inhcttance 'tax paid on joSut
SavingS Certificate lntfe&t.e:rn
Pa.Net t l.Bank in nmna&of W.Roy
',\,,,Stevenson or 'Veltn8B~11
1tu8sel1Mat'lno.AgEmt ·'lnheritance 't~pold 00,jO£ft~,',
Savioa$-Certlflcace in'Western
Pa.Natt l.llcnk tn'names 01 V.&..
'Stevenson,or Malcolm a.Stevenson
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April 20
Aprtl!O
July 6
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Estate of W.101 >Stevensob,a/kja l';Ulta1n R.Stevenson.Deceased
1970
July 6
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.DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENrr INHERITANCE TAX
APPRAiSEMENT
DATE ~.~.!y.?.t !.~..?...9...............J
COUNTY .Y!.A.§tIIN.Q.r..9..~.
FILE NO..~.~..:..??..::::.~.~.?..______________--iL---i;:--.-__-------'----_
'v.ROY STEVENSON MONONGAHELAWhereas,late of .
in the County of .......................·WASHTNGTON........·................·....·....·....·............................Commonwealth of Pennsylvania,having died on
the .................................3'O.th...........................................day of .........m~.p.1J.~.:r.y ........................................19.......7.,9 seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,..........1v..A.....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 fi..'(
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.
Description of Asset Unit Appraisement
Values Made for Inheritance
Tax Purpoaes
,$
JT.HELD PERS.:
Ti-~"'t"i-;.f';t"!li-"JiC'..7()~~A.hP'~in the \VESTERN PEN ~A.NAT L.
BANK,:MONONGAHELA OFFICE,MONONGAHELA,PA.,in the name~of
w.ROY STEVENSON or }-fALCOL~1 S.STEVENSON.Opened 12-8-~6.
Balance as of date of death,$16,983.41 One-half taxp.ble 8,491 71
\JT.CERTIFICATE #G70305 held in the WESTERN PEN ~A.NAT L.
BA}.Tl(,}-1ONONGAHELA OFFICE,MONONGAHELA,PA.,in the names of
w.ROY STEVENSON or VELMA E.BELL.Opened 12-8-66.
Balance as of date of death,$16,983.41 One-half tax:tble 8,491 71
Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con-
formity with law on this..........7.th day OfJoUly::Jl:~i.;~~7 P
............................................................................................................................................................
("umber and Str~et)
·..·......·······..···..·..··....·..............···'.,ASHtl:I~l1;~tt ..······.................................,Penna.
r WASHINGTON County
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??\t'\f\\j',1t\9 53 RESIDENT INHERITANCE TAX APPRAISEMENT
f,~t_.
n r:i"\"..'
Wi\SI'\;
MAmNO
)F WILLS
.NCO.,PA.
Estate of
'v.ROY STEVENSON
Deceased.
Late of
l-fONONGAHELA
Date of Death,Jan.30.1970
Appraisellleilt Docket Vol.38,.
Page,43.:.~No.63-70-126...
Filed in Register's Office,!.."::':.7...:J9 7..0
A'InOunt of tax due,$..
DEPARTMENT OF REVENUE
Received,
E,_~mmined and Approyed,.
Wrote abo.ut Appra-isement,
Appeal j,.om Appraisement,.
Entered and charged,.
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RCC-Sl (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
MALCOLM S.STEVENSON
Yvvv.vvyvY'nryyyyyv'(Executor ~~~~~~
IN YOUR RIPLY PLEA8E
REFER TO 38-43-1
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In Re:Estate of Wu..~R~O:..::Y~ST.:,;E:o:.'V:.::E:::N.::,:;;S:.;;O::.:N~_
_____--:v~fAS=H;;;;IN;.;.;;G;;.;;;TO~r;.;.~County -File No.63-70-126
Dear 11r.Stevenson:
You are hereby notified that the original
appraisement in the estate of W.Roy Stevenson .1.
has been filed in the office of the Register of Wills Qf Washington
County on lIfarch 20 ,19 7Q.Said appraisement reflects the
following valuations:
Real Estate "l""l"'2.....,.2~0~0;;.:.:.;OO~--
Personal property i~4~6~,~7~O~6-.~5~O---
Jt.He1~~___:;2_1::.J.•.;;;;2_04••:..;8;;,;;2 __
Total -...1..7oli1l4""t4:;;;,1....ll;o,l.~3;,:;;2---_
As to such tax that is paid within three
death,a five (S.)percent discount is allowable.
remains unpaid after one year from date of death,
of six (8.)percent per annum is charged.
months from date of
As to any tax that
interest at the rate
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date __--:ollfar=-~ch:.:......;2_0__,__1"'"97_0 _Signed W·R.~
Title Iv.R.CHAN~0.•.'m#«
APPRAISER
DA TE OF'DEI\.TH :January 30,1970
Note:This is not a bill.
,
•RCC-39 (il-68l
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COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
Es tate of STEVENSON,1V•
(Last Name)(First Name)
ROY
(Initial)
SUMMARY
DATE OF DEATH 1-30-70 FILE NO.63-70-126
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 1lfashington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E".
Dated:-,o,,o3-~2:....::0-____=_70_=__---
01-30-70
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:
REGISTER OF WILLS
INVENTORY
Real property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
VALUE AS REAPPRAISED
$---------+---
COMPUTAnON OF TAXFORUSEOFREGISTERONLY
Tax on $---------..--.1-~
Tax on $~
Tax on $5%
Tax on $10%
Tax on $15%
~~ptioos *
Total Estate -+.__
TOTAL TAX
$-------+--
$---------4--
$---------4--
$-------+--
$--------1---
$------_1-.---
(*)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 $l=
Add interest at rate of 6%from
_____to $------
AMOUNT OF ESTATE TAX ASSESSED $------IL-
Estate tax paid $--Il-
BALANCE DUE $------~
Add interest at rate of 6%from t=
------tto-----$--------l'
TOTAL TAX BALANCE $------IPAID$-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 t No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
W.ROY STEVENSON
Deceased
Late of .
County of
MONONGAHElA .
..WASH:LNOrrON.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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COMMONWEALTH OF PENNSYLVANIA DATE ....................~.:r9.h.....?Q,.....+.9..7.Q...,
DEP~RTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY .......w.~.§h.:4.J:Kt~9..r,:t .................l\UREAU OF COUNTY COLLECTIONS ....................
~APPRAISEMENT ................93..=7Q:::J.:?9.......................*HARRISBURG,PENNA.(n'27'.FILE NO.......,.............
Whereas,...................................Y!.~....:tf:~y.....?~.~y.~!1:~.?.~..........................................................late of .............................J1Qn.Qn.g~hE'l+.~.....................................
in the County of ..................................}{g..$.h;iJ]gt.Qn............................................................Commonwealth of Pennsylvania,having died on
the ......................................3'O....tlL..................................day of ...........................tJ..~T.l~.r:Y ...........................19...7.9...,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.........................................\i....R.......G.b0.n.!?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 Purpo.es
$
REALTY:--
See copy of Schedule lIA attached to apprais ement 7,500 00
,0(.
PERSO NAL'IT :
See ropy of Schedule lIBII attached to appraisement 146,706 50
JT.HELD:
S AA ~nnv nf Schedule "E"attached to apprais ement 21,204 82
I
Total 175,411 32
Having been duly swo.rn accor.din~aw,I do hereby certify that the above appraisement is made in con-
formity with law on this ........~.:::7.0 ...daYOf~7~·······e~
Appr er. . .'2~"".......................~c~'(j~(~/:;.@:.7')......................,Penna.
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WASHIlI.GTON County
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l\',\g 53 RESIDENT INHERITANCE TAX APPRAISEMENT
.........w..·B-QX.S..'L':JWENSON
Estate of
Late of
Deceased.
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et~~t't~-r)~~-"'tI '\\\'1 \
HE',.I':.,..,Of y.i\lLS
i:i AS',\\~.~.,'0N CO .•PA.
MONONQ/\,f:lli.:I.A......
Date of Death,~c3.!l~"l.r.Y 3.Q.I ..J,..9.7'O'..
Appraisemel!t Docket Vol.,.3..?..
Page,4..3.~~No,63.~7Q~126 ..
Filed in Register's Office,.I~~.<::h...?9.L...J97.Q ..
Amount of tax due,~.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appraisement,.
Appeal f,.om Appraisement,.
Entered and charged,...,
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