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HomeMy WebLinkAboutOC1970-0127 - ESTATE OF ALLEN·; PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Uf.¥*.,..;;9(, Testate Form J Estate of SARA..L A..LL.EN ---.--.- Deceased No {j'J.'::-.7.9::1.?7._ _~./It; Fiduciary...Su.e...All.en..-Cb.at:taH,tay.,....E.'{.eG~t r ix Date of Date of Decedent's death J.9.D.I:l.~fY ?~.2 J.9.7..Q.."'"_.""Grant of Letters .f.~J?~~.?f'Y $.,J9.1.Q ,..- . This is the fi.r.s.t..and..finaL account filed in this estate If there have been former accounts filed in this estate,list file number or number and term NQ.n~. Election to take Under or AI'lGl~Y'\~twill.(cross out one)None Date Election Filed Place of; ,...........Record . Name of surviving spouse N..QD.E?_.._ __.._ . List issue,where material: Did decedent marry after execution of will?(indicate)~E9C No.Any children born after execution of will?(indicate) ~.No.If answer yes,name them _..___ . Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Jay Chattaway Sue Allen Chattaway Grandson Daughter $10,000"00 ~I' up to 300 shares of the common stock of Western Penn- sylvania National Bank Remainder Sui juris Sui juris List,if exceptions to above: If partial intestacy,give facts: Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:N..Qp..~. File copy of Notice and date of mailing F.ebXl.Jary 12.,1.9.7.1 , ·l. Is estate subject to the fi ling qf.a Federal Estate Ta?<Return?N.9 __..____.__._--.------_-----..- . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.__.__5.0_Q.00___._._ If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant...NQ]:l~._.__ 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 ports 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: Balance for distribution per account, Itemize any additional debits not shown by account:$1.5.).9.?.6 12._ 1-9-71 Sale of 200 shares of Western Penn- sylvania National Bank stock $4,922.00 Inventory value _4,800.00 Gain from sale of stock $122.00 1-11-71 Dividend from 500 shares 140.00 ~'lfoic11ecfdHitTfo~ijpll~Iii~ClfAlt~)Nationa1 Bank s tock $.__._.262_~D.Q __. Itemize any additional credits not shown by account: 12-14-70 Smith &.coughe;rty Notary fee Total additional credits (Subtract) Balance for distribution 3.00; $ .__:;l_._9.Q.___ $.....1.Q.1.l§.?•..~.?....__..... If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); REAL ESTATE:An undivided 1/14 interest in and to a certain piece of parcel of land situate in the Township of Osceola,County of Osceola,State of Michigan,described as follows,to-wit:The Northeast ,quarter of Section 28 in Township 18 North,Range 8 West,Michigan.Together with all mineral rights owned b~Albert n.bAllen (a/k/a A.D.Allen)in and underlying the propertyherelnaoovedescrled.No value . STOCK: 5 shares Wood Rock Oil &Gas Co.,certificate no.3 1 share B.&M.Oil &Gas Co.,certificate no.175 91 shares Mingo Natural Gas Co.,50 shares of which are cer~ficate number 160 and 11 shares of which are certificate number 3 @ 10 (Continue~) $ No value No value 610.00 300 shares Western Pennsylvania National Bank Corporation, ~24~ Total held in Kind $7,200.00 $7,810.00 " If Family Exemption claimed by Petition,give place of Record:J~QJ.l.~. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:nlone . List any advancement or distribution on account that has been made,and nature and amount of same: September 12,1970 Jay Allen Chattaway ~~~../ Advancement - $3,000.00 \ 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: Jay Allen Chattaway Less advancement,9-12-70 Balance due $10,000.00 -3,000.00 $7,000.00 Paragraph "Third"of will directs the Executrix to transfer to him, in kind,up to 300 shares of common stock of Western Pennsylvania National Bank at $24.00,or 254 shares,and cash in the amount of $4.00. Sue Allen Chattaway -Balance COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly Sw:Q,X"XL doth depose and say that the facts set forth in the foregoing petition are true to the best of her knowledge and belief. ..............S~QX'.n to and subscribed before me this..J3..Amay of M.~.!=:9.Q 19..7.1.• Signature of Officer.~~~...!?~lo:\:~-!.... ..MARION E.COLEMAN,Notary PublicTitleofOfflcerMMOllgal!~3j••wa81H{}§ttHH)O.i.Pa.••••.•.••••• My Commission Expll'1ll Office expi res ~~!!..~~!..~!~~. And your petitioner will ever pray,etc. No..63.::7.Q.-:J.~7 AdJc. ~Estate of....§!HY.LJ,·.·..ALLEN..._----- -.. Deceased Fiduciary....?':l.~..AJ.!~xl:...~h9.t.:t.?y'{!?.Y....._... PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL .'1d ..U....''i ~i ()I q!NIH'S \0(,''U\I •.1 Il \........'f,I ,I R:I~\\ <::'1-'1 \.j I t,\.'::1'"I<\']"1,)f 11\.:4,)c:-J ,L.,:J v _~-{,J ONPJ 'I ''j'''S'}if:l&l ~l ,:"'~ri.~,t~~1r ,~:.~..........11 Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:pa rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case> 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of WiII. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. r',1?"t ",j,~.J .l~Ilf J I J~1.".;Uil L$ \'·1 J :-I;'<t1lt'<-f ~2:.. .......~y~i.l.l;i..~.ID H.•...R9_b..i.:n;?Qn._. .""',Attorney..\ ...........," "..,..... ,. IN f.ccurtr·•'~f'LU,S OP.A$llDft.1'lON atIUm.PUNSYLVAMA ORPHANS'CCVtrt DIVISION ••tB tJ1' M.M L.ALt.atI MCttCB Qt'Fn"It\1Q AecWttT AND AUDI'f ",Ito tteiW.ClroAtOlto Olld athOl:Po:rooao t~ootod a .$Ol'lO~to#' P1OOBO taka oo'103tbo'~hs tlrot Met Iloal oecount ~s.~AI'.Cbat~,.&lecutrf.u of ~hQ abovo QO~4te.~o fllQd i_the 01';1'00'~tbo Ret!CtorolWil1oof Wtlob~on Ccuut" PGbI\S11vonb·,.,.DQC4Obttl'1;6,19'10.(l1'ld doctt(~ted to tho abovo Unde¥tho ruloc of stiid court.aaid accouft'tttill belt eS$lgnOd 1M Otl(Jit in tho Otpbanof COu~t COUl"'tf'~Ql1 tb$ !hl,td Floo~Of tho eoQ~thouso.tfosblnoton Count"$I WtuJhi~gton. P$mlO,tvPU.$$..-lno tbe \"Jode of f.1aI~15.101'J.. R08pQctt~11V OQbo1ttod. _. ~-- Co (/)<"1 '::-.;.-t D_ ;~:_J ,-... COMMON PLEAS OF IN THE ~I!COURT OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF __?~:M ~_.M:-_~gN _ ADVANCEMENT ~RECEIPT The undersigned,hereby acknowledges to ha,ve this day received of S 11~.J\.1.~e.11..<;~.~.~.t.~~.~Y..~~~~.C?11~.~;~..~.(..t.IlE!..~.~~C:'.~~..~~..~.a.~.a...~.!'A~~.~~_ . thpa~lf1 of rI{R~.E...T.H.Q'(J~A~..ANP N.Q/lQO <.$.~~000 00).DOLLARS, in'f.liH payment and satisfaction of the amount awarded to me by the said Orphan's Court in its Decree and Schedule of Distribution filed to the above number and in consideration thereof,the undersigned hereby releases and discharges the said fiduciary from any further liability on account of the same. Witness my hand and seal this \.~day of Septemb.er 19?c.>. Attest:J8 ~_____(Seal) , "--.. ~~ • ~ No.(J_~_~_ZO_~_l?Z~____________~~ ...~_~M:..~~._.~~~~. ESTATE OF ~RECEIPT WILLIAM H.ROBINSON ~ ATTORNEY.AT-L.AW 253 W.Main Street MONONGAHELA,PENNA. ,. Q!ommul11Uta1t4 of 'rttusyluauta.l ss: Ihts4tl1gtuu (!.tonnlg.~ KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid J 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. the last Will and Testament of Sara L.AIle n late of The City of Monongahela in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Sue Allen Chattaway rix the ExecutOt 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 Sue Allen Chattaway committing unto Her the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Her to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Co~onwealth .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·the year of our Lord one thousand nine hundred and Seventy ~J;;~£J.........................f.....~.. .Register ...~.. ,...., fJ)~~PI>..... Ii ..... lD ~ t"i a •IT1 t Ul GI~~.., I-''"'I m N I-'IT1 ..... (\)0 ~~'1\a~:::.....~ +-t= -..\';... ~;'-_·~-S_~k"'" J ~",<,,,-:'"-;".~~--'..,.~,"'_'-";".~...-.""~ LAST WILL AND TESTAfv1ENT OF in manner and form following: SARA L.ALLEN I direct my Executrix or Executor to pay all I direct that all my just debts,funeral and I,SARA L.ALLEN,a resident of the City of Monongahela,. FIRST: SECOND: testamentary expenses shall be paid by my Executrix or Executor I ,I III; II IWashington County.Pennsylvania.being of sound mind and memory. ' I,hereby revoke all wills and codici Is,as well as all instruments "I of a testamentary nature heretofore made by me,and do hereby I make,publish and declare this to be my Last Will and Testament I hereinafter named,as soon as conveniently may be after my death~ Ii I estate,inheritance,transfer and succession taxes,including any interest and penalties thereon,which shall become payable by reason of my death,out of the principal of my residuary estate without seeking reimbursement from or charging any person therefor. THIRD:I give and bequeath to my grandson,JAY CHATT/\.- WAY,his heirs and-assigns,the sum of Ten Thousand ($10,000 ..00) Dollars.f\1y Executrix or Executor is directed to transfer to him in kind,to satisfy this legacy,up to three hundred (300)shares of the common stock of Western Pennsylvania National Bank which I own at the value set forth in the inventory filed in my estate. FOURTH:All the rest,residue and remainder of my estate,real,personal and mixed,I give,devise and bequeath to -----------------------------------------------,·, II I I II my daughter,SUE ALLEN CHATTAWAY,her heirs and assigns c purchasers to $eG to the application of the purchase money. For the purpose of making distribution of myF'IFTH: I estate as hereinbefore set forth,I do authorize and empower my I Ii'I Executrix or Executor to sell all or any of my real estate,or I personal property,at public ar private sale,for such prices and r upon such terms as she or he may deem advisable,and to execute deeds of conveyP.nce therefor,without liability on the part of th1 I me for distri'butii0:l:'ll in kind,or in their discretion to sell and McKeesport,shall not be sold for the purpose of settling my however,that the stock of Western Pennsylvania National Bank, I request I authorize and empower my Executrix orSIXTH~II Executor to retain any stocks,bonds or other investments made by I I Itransferthesame,.without liability on the part of the purchaser$ I 1 estate I...j I unless absolutely necessary,and that said stock not already dis-I IItributedunderParagraph"Third"hereof,be distributed in kind as to see to the application of the purchase money. Executor of my estate. SEVENTH:I hereby nominate,constitute and appoint my daughter,SUE ALLEN CHATTAWAY,as the Executrix of this my Last Will and Testament;and if she should predecease me,I nominate, I direct that the services of William H.EIGHTH: Robinson,Attorney at Law,of the City of Monongahela,Pennsyl- constitute and appoint her husband,WILL IAl\1 H.cI-iATTAWAY,as the I 1 part of the residue of my estate. I II II II,I i I vania,be used by my Executrix or Executor designated herein for .. his place or stead. trix or Executor shall choose and select any attorney at law in ! I i I- IWilliamH.Robinson should predecease me,I direct that my Execu-i II I f/ I, II !1 II II the purpose of 'the settlement of my,estate,and if the said day ofonthis/""IN WITNESS WHEI~EOF',I have.j/I ___{_".l.('-';"':;;';,.:."';..·..;;2,..,...,;.f~_,Ae D.1967,signed,sealed,published and declare1d f the foregqing instrument as and for my Last Will and Testament in the presence of each and all of the subscribing witnesses each of whom I have requested in the presence of the others to subscribe their names as attesting witnesses,in my presence and in the presence of the others. This instrument,consisting of .three typewri tten pages, was subscribed,sealed,published and declared by SARA Lo ALLEN, the Testatrix above named,as and for her Last Will and Testament in our presence,and in the presence of each of us,and we at the :f..)Ie. Iaddresses I ,A.D'I same time,and at her request and in her presence,and in the Residing at---'"!oo;------_ I I'aprseaStetneCset:t°.fnge.alll~htneosthseesr,thh1~rseunto :ubscribed ~r name~~nd ,j 'J"[Lt.d f Ii //'/(,.I r.V~~...'--ay ° .C.(_',(,u! 11967..0II;' II f;fi /~c':)-: 'I ;7 a i,;'.~/....:~>"11'~>1J~.v ..vf1 ~, [ I '-.(1 -j-0"c.. ,:f")£I',,'.•,y h /••i;!(,I II ·'t.I II I r ,•;(.'e U ~-",>lie~1 d1ng I . J r I ."'-..--., Affibauit (@f 1fxrrutnr (@r Abminilitratnr ~tatr of Jrnnayluania.t aa:C!Lllunty of Baa~in9ton Personally before me,the undersigned authority,a ~~.~.~.:?::.~.~.~.~.~..in and for said County and State,appeared S.:O'~~b~N ~.tlATI~W.AY.t'i.x.;who,being duly sworn according to law,deposes and says that S he is the executo~of the estate of ......................SARA L.ALLJ},N deceased,that the foregoing schedules constitute a :complete inventory and appraisement of the real and personal estate of..?l~:g~!::.~~bhg,~, deceased,except real estate outside the Commonwealth of Pennsylvania.that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named ExecUflf~ .Sworn and subscribed before me this......?~.?.......l -"n~~ day oJ..~~;r.~t 19 70 ~..\,~..~..t~~~~.~J.......~Execut~ ............r1X DDITIONAL INSTRUCTIONS An inventory must be filed in three months after appointment of personal representative. A supplemental inventory must be filed within thirty days of discovery of additional assets. 1 Original and ~Copi~s and 2 RCRI~34,Un~e~$10,000;1 qriginal and 2 Copies and 2 RCRI-33, Over $10,000,mcludmg Copy of WIll;1 Ongmal and 3 CopIes and 2 RCRI-33,Over $50000 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 1Juurutnry nUll .Apprniarmrut of the goods and chattels,rights and credits which were of ~!.~J~~~.~~b.~Jate of j;.b~c.;t.ty.Qt.MQ.n9..~.9.~.h.~~.~.. Washington County,Pa.,taken and made in conformity with the above affidavit. J REAL ESTATE: DOLLARS CENTS An undivided 1/14 interest in and to a certain piece or parcel of land situate in the Township of Osceola,County of Osceola,State of Michigan,described as follows,to-wi The Northeast quarter of Section 28 in Townsmp 18 North, Range 8 West,Michigan.Together with all mineral rights owned by Albert D.Allen (a/k/a A.D.Allen)in and under- lying the property hereinabove described. PERSONALTY: CASH: no v lue Savings Account-Western PeRnsylvania National Bank, Monongahela Office,numbered 24635 Checking Account-Western pennsylvania National Bank, Monongahela Office,numbered M-042-346247 STOCK: 5 shares Wood Rock Oil &Gas Co.,certificate no.3 1 share B.&M.Oil &Gas Co.,certificate no.175 $2,000 00 712 77 no lue no lue 61 shares Mingo Natural Gas Co.,50 stiares of which are certificate number 160 and 11 shares of which are certifi number 3 @ 10 500 shares Western Pennsylvania National Bank corporation @ 24 Accounts Receivable:Parker/Hunter,Inc.,proceeds from sale of 247 shares of Western Pennsylvania National Bank Corporation 610 00 te 2,000 00 6,340 78 I .- ~~?- .....;:l~~"';:l.....~1::1"'l<.s::: t:t:l l:l ~;:lt~Cf)~~"l:i-\0 "l:i-~~~. c "'~~~"';:l........r Household Furntabings TOTAL PERSONALTY TOTAL REAL ESTA-TE AND PERSONALTV '$100.00 $21,763.55 $21,763.55 i.... ·.t-,.t ~,..... .....r .-, ~ "11 (J)I-l I-l 10">2:~I-'~~to ?'\ a.c-'~~ ~ •~<!'. ""vd ··O()NO.U)NIHS'1}~>~~~ ~<'ll\t'If)"-'J C\",..,tl bs:1 ~\ ~ ...'1~;;•.J tJ.:1 .,).J j ~~ ON \'d\ll;I nsSnH ~t:{) ~>\J ~ :g I -c.. ~otl £~ld UC:U~~l OL~~~ ~ >I-l '0 3 -,,.:1 (J)~! I-'~10~0 ",'""-. STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,deposes and sayS that the above account as stated is true and correct as she ___verily believes. Sworn and subscribed before me this__.Lt~_ ,-71~, day of R:g£:gl)!p~e~.__._.. .._..19__7.0_._ .i~-.~:~';_~__..• )~'...-,....\'\-,\~.:~,..r l...'','""AR~ij,,-E:C9LEMAn.;'tlo.tary'PUbIiC Mil'abelo,W.shingtfn Co.,Pa. ,i'YCollUDission EXpj~ . _ I July 14,1973· Warshington County;ss:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs thereof filed to No.~_.J.:::}l=l __. . Witness my hand and official 'seal this__lf!:!:!_ daYOf .~__'-.1921.._ L~~~--:-9!L~---­Register of Wills ....--'~~- '.-.-----'- 0 ........, i ..., 0 '">::::l 0 oj...,0 ...,>::0 >::::l ci ::l0(])0t.l ,.<:l .....t.lt.l ...,t.l~0 ~r'.0 t::•i ED,...,~'"r !'"0~1 'l:l (])01-(])6 CJl ........,~>::t::~~(]).r-!OJr;:,170 O~C '"~~i 1,f.::lr'~j,I (]).0 I-<0 I-<0tJlitPI0...,N ri1 ...,t...,~~Eo<Zi ~i >::ft<l1 ::l Eo<w:0 •l.'-~!Ui t.l ::r::Ul R"J"'~~,t~~~:I'~)O t.lNri1~:~iL ·:J...)~:_l '-~·P.l:,;~·c oj ~~i Zi REGi,STCn or ViI LLS >::s ~I w:;§t'tl0"~i YJASHlr.GTGN .~.r-!~t"-~i ~:r'f\PA..-r-l\.llJ., I ~i ~i (])r-l(I'),.<:l 'r-!wi ~...,~\0:0 ...:3~i ~:>:: (J)i (J):'l:l t-ic:i >::'"Z ~,.., I l', ~,...., ~ JI .-.~ ~. ,• --- :,-"-J~;, -< N ~,,.,. ., , U!o!.lnq!J.lS!p JadoJd nbaJ "llnpJadsaJ S!.lJnO)aLJ.L ....41 •,~.,. .. ESTATE OF SARA L.ALLEN,Deceased,late of Monongahela, Washington County,Pennsylvania. First and Final Account of Sue Allen Chattaway,Executrix. Decedent died:January 28,1970 Letters granted:February 5,1970 Account stated to:December 11,1970 Inventory and Appraisement filed March 30,1970,in the Register's Office in Book Real property Personal property Total Inventory and Appraisement Income-Personalty Expenses BALANCE FOR DISTRIBUTION ___,page no value $21,763.55 $21,763.55 617.13 $22,380.68 _6,454.56 $15,92.6.12 • -. INCOME-PERSONALTY 2-16-70 Blue Shield $17.00 3-13-70 Bell Telephone Co.-refund 5.13 4-3-70 social Security -death benefits 192.00 4-10-70 Dividend from 500 shares of Western 125.00 Pennsylvania Na tiona1 Bank 7-14-70 Dividend from 500 shares of Western 125.00 Pennsylvania National Bank 9-22-70 Refund from household insurance 13.00 10-14-70 Dividend from 500 shares of lvestern 140.00 Pennsylvania National Bank TOTAL INCOME-PERSONALTY $617.13 3-14-70 Sale of 247 shares of Western pennsylvania National Bank stock @ 26.00 Shown on Inventory as Accounts Receivable 4-3-70 Sale of household goods Inventory value No gain from this sale $6,340.78 $6,340.78 $100.00 $100.00 2-5-70 payee: Russell Marino Register of wills EXPENSES Remarks: probate of will,2 copies of will,2 short certificates $ Amount: 22.50 2-13-70 2_13_70 2-16-70 2-16-70 2.,.16-70 2-17-70 2_27-70 3-14-70 3-28-70 3-30-70 4-3-70 5_18_70 9_12_70 9-15_70 12-8-70 12-11-70 12_14_70 Washington County Advertising Letters 14.00 Reports L.M.Frye,Funeral Funeral expenses 1,680.00 Director George's Market Groceries 56.83 Bell Telephone Co.Telephone bill 10.37 Harry Isaac Cutting stone 14.00 Marino Natali 1/2 month rent 35.00 Equitable Gas Co.Gas bill 2.89 West Penn Power Co.Electric bill 4.21 Marion E.Coleman Notary fee .75 Russell Marino,Filing Inventory 3.00 Register of Wills West Penn Power Co.Final bill 1.83 Western Pennsylvania Safety deposit box rental 5.00 National Bank Jay Allen Chattaway Advancement 3,000.00 The Daily Republican Advertising Letters 12.50 Russell Marino,Register 2 short certificates 2.00 of Wills Russell Marino,Register Payment,Inheritance Tax 500.00 of l...]ills , Marion Coleman Notary fee 1.50 William H.Robinson Legal fee TOTAL EXPENSES 1,088.18 $6,454.56 \ ,, THE DAILY 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 (25), County of Washington I ss: State of Pennsylvania i Personally appeared before me,a Notary Public in and for said county and state. Mr.s A..F._D.e.5an..t.i.s,who,being duly sworn,deposes and says:thaL ~~~:is the .bookke.e.per 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: febr.w~;ry..l7.L.~..JiJlg..M~;r~1l..J..LJ97.Q . .EST.~TE NQTJ.C.E.L S~;r~L.L..~4.11e.n __.._._.._ __.._ _____:_.. that the affiant or the corporation in behalf of which__.she.....is acting is not inter- ested ill .the subject matter of said notice or advertising and that all of the allegations of this affid~vit ~s:t~_th~.~.~d~~d :~~:.~--. Sworn to and subscribed before me this 4.~~-.day of .Y.r;..~!td:!..'_.....19«.1.0.....~'1J~-?&:.'-?/~_::r~.............._.. Ng!Bry public,Monongahela,Washington Co.Notary Public My Commission Expires March 23,1970 r---'EST~r-1f".NlcE :J IEstatl!of Sara L.AJI~n deceased.,.hate of Monongahela.'Washington Count"PennaLetiersTestamentary ti P 0 n the above estate having been granted totheundersigned.notice.is herebYIgiventothoseindebtedtheretoto, make immediate payment,and to those having claims or demands to· present for settlement.'ExecutrixSueAllen Chattaway1543FourthStreet Monongahela,Penna,.15063 'Attorne>'William H.Robinson253WestMainStreet lMononl(aheJa.Penna.15063Februan-17,24:March 3,1970.~__'-.....--__...--e-- ,..:.. \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 officiail legal periodical for said Washington County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ..........f.~.9..~~.~.~y.±2..l ?2.J :!.??.:Q . March 5 1970....................................".. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matte~~~tice0advert~is'd~haf eallegationsofthisaffidavitastt .me lac d ch te of th lie on are true..(!J.E ·~~~ ~.- Sworn to and subscribed before me this . ;?,.~!?:day of ~~E~~~,19 ?9..~..V i"'\ .....I.~_....{!..:2b~.~.... Notary Public KJ\iHERlfH:C.NICHOLAS.Notary Pu~ill1 Washinil~c!l.Wa3jingtDiI Co.,Pl!.. i,~l'CC~1::1;osbn Exr1res ~,h·.':.;,~··~..i,1~P3 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. ••• ••• • • •••• •• • •• ALLEN.SARA L.,Dec·d. tg~~tOf Mpoillongahela,Washingtony,enna. Executrix:Sue Allen Chattaway 1543 Fourth St.,Monono-ahela Pa i5063Attorney:William OR.Robinson 253 W.MaIn St.,Monongahela,Pa.15063 j In t4r Qtaurt af Qtammnn Jlrtts af IItts4ingtnn Qtaunty, Jrnnsyluttnitt,(@rp4nns'Qtam i1inisinn J ESTATE OF Sara L.Allen, deceased. No,63-70-127 In the matter of thei__F_i.::.r.=..st~an=.:..:.:d_F_ina---:;;;.:::l__ Account of Sue Allen Chattaway Executrix ADJUDICATION AND DECREE And now March ..:.r/19-71-,this matter came on for hearing, audit and distribution at this session and testimony taken;'and thereupon,upon due consideration thereof thi bg~,e for distribution in the hands of the AC,countant.is deter~i~ed to be $6,18 .12 and the account is accordingly confirmed;and It IS ordered, adjudged and decreed that the said balance be paid out by the Accountant in aC,cordance with ,the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be flied sec,reg,or an appeal be taken herefrom sec,leg. SCHEDULE OF DISTRIBUTION Balance per account·_ Additional debit a sked at audit Additional credit asked at audit Balance _ Deduct Clerk's Costs &Receipts _ At'tomey'-..l!W~n...1....iamWlUL.14H.........Rlloob&W.loinUiS:uQa,DL-1 Redebit -Funds advanced in distribution prior to distribution by the Court, Russell Marino,Agent,transfer inheritance taxD Jay Chattaway,grandson,legacy as set forth in Paragraph Third of the will,inclUding 254 shares ot Western Pennsylvania National Bank common stock valued at $6096.00 and cash in the amount of $3904.00;held in kind and distributed as such at the appraised value)credit to be taken by the accountant for funds in the amount of $3000.00 advanced prior to distribution by the Court~ 262.00 3.00- .32.00 3000.00 10000.00 $15,926.12 $16,188.12 $16,185.12, Sue Allen Chattaway,daughterJ residue,including cash,5 shares Wood Rock Oil &Gas Co.at No Value;1 share B.&M.Oil and Gas Co.at No Value;61 8}1~es Mingo Natural Gas Co.stock valued at $610.00;46 sltares stock of Western Pennsylvania National Bank at $24.00 per share or $1104.00;held in kind and distributed as such at the appraised value (value as shown),8706.Ha No balance 0 > '21 ~ of>::J Z i n ~ n'~p ~, 0 :rc(l) v-tt a 3 )&.~Eli 0 0 §of>of> ~tM (l)... e-o It of> St s:- ::: (l) N § .~ ~::i~~ 1"..J C"-' (V1 .:x:.:..,c... ("""": ~ ;c-..-...) r.:e...:c:r.::---_--.. :r-"fI.'_'" •. r .' J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY.PENNA. ORPHANSP CO.URT DIVISION ) ) )No.127 of 1970 ) ) ) ) Monday,March 15,1971,at 1:30 o'clock P.M., EST. WILLIA M H.ROBINSON.ESQ..of Monongahela, Pa.,representing the Accountant... THE HONORABLE P.VINCENT MARINO.Judg of the said Court. HEARING ON AUDIT ESTATE OF IN RE: SARA L.ALLEN. ~Deceased.z~>-III Z ZIIIII, ~BEFORE:I-"z %III; ti APPEARANCES: ~III Ci .I0( ~TIME: ;:)., ~w ui~THE COURT:The next audit is Number 127 of 1970,the estatel-ll:oII,~of Sara L.Allen,deceased.The -Executrix is Sue Allen Chattawa;) ~;:)8 and the attorney is William H.Robinson.The Court is informed .I0(~that Mr.Robinson is ill and his illness prevents him from attend iJ g ILo ..I-, this audit.Is there anyone in Court at this time who is interested in the estate of Sara L.Allen,deceased?We are informed that all necessary papers in this estate have been filed and that there are no problems for adjudication of the Court. (NO RESPONSE) THE COURT:Since there is no one here present who desires to 2 be'heard at this time,we will 0 rder the audit of this account clos d. (A UDIT CLOSED) J. tht1 ~ourt. /"----... /.\ ///\c::\If ./',~ ;(C-/i~ In 0( ~eontoinod tully and tlcc\lrately in the noteo tats.en by mc 0:3 the hcarlng of ..I>-Ul ~the nbovc cellae.ed that UUe t:0Pl to 0 correct tl'QrWcrlot 01 tbe onmo.IIIQ, i~\!lZXUl0( ~ ti iI-!!!Q ..I•:!:oCi:l., ~~ ui0::IIII-~of tbc above cause is hereby apprOvoc:.cnt1 Qii"octcd ~o be fn~J. Q, III0:: I-0:::loo ..I0(U ii:...o I1-,,4 j:.~jJ~.J J \( ...:t ':" .•,1 .... --J -'<":-.-:,.;.r,1 ::<:l "\(')--..~...-0 (,,::r:,."' 1--;I'_,-I -j.":::..>~~~-':t::" ~)::'7: 0 ~:ru::::>to"1- --0 r-:::>e:>-{j)..~ --J ., I--~-- IN THE COURT OF COMMON PLEAS OF WASHINGTON COONTY,PENNSYLVANIA ORPHANS'COURT DIVISION j ESTATE OF SARA L.ALLEN, DECEASED. ) )NO.63-70-127.. ) PAY TRANSCRIPT We,the undersigned,do hereby acknowledge to have received from Sue Allen Chattaway,Executrix of the Estate of Sara L.Allen,Deceased,the sum set opposite our respective names,being in full payment and satisfaction of our respective shares in the estate of said decedent,as distributed by the orphans'Court of Washington County,Pennsylvania,by Adjudica- tion arid Decree dated March 31,1971,at the above number and term. Russell Marino,Clerk's Costs and Receipts $32.00 Russell Marino,Agent, transfer inheritance tax $446~68 'J' .- ,. " ~....',....... ... j' ......-'"-~ nCf'\(;,ft"-'C"\:",'LLC, \ \\-'j "-,,.'\\.,...,~Jt>.S-\1\.HL;lJ,N cO"Pt... r. 'j r - 'J' ..-.~~ ........ IN THE COURT OF CG1MON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS':'COORT DIVISION J ESTATE OF SARA L.ALLEN, DECEASED. )··)··) NO.63-70-127 DISTRIBUTION RECEIPT The undersigned,hereby acknowledges to have this day received of Sue Allen Chattaway,Exeatrix of the Estate of Sara L.Allen,Deceased,the sum of $10,000.00 in full payment and satisfaction of the amount awarded to me by the said orphans'COurt in its Decree and Schedule of Distribution filed to the above number,said amount inclUding 254 shares of Western pennsylvania National Bank common stock valued at $6,096.00 and cash in the amount of $3,904.00 held in kind and distributed as such at the appraised value,credit to be taken for funds in the amount of $3,000fOO advanced prior to distribution by the Court,and in consideration thereof,the undersigned hereby releases and discharges the said fiduciary from any further liability on account of the same. WIITNESS my hand and seal this ..-.=~-day of April,1971• ,, .'.... ·'~!. "~,',J.., -f .\"•,. !',:I "' D\j:C'C'r"l ,!'!"','t.\ll()r\;::;,.:.L.,..'t ...1"'jr,[G\SH~\',OF '\i\U,S \f!t\S\\\H\.:10 tl GO ..?A, ')., ....:...t IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF SARA L.ALLEN, ) )NO.63-70-127 DECEASED.) DISTRIBUTION RECEIPT .' The undersigned,hereby acknowledges to have this day received of Sue Allen Chattaway,Executrix of the EState of Sara L.Allen,Deceased,the sum of $8,706.44,in full payment and satisfaction of the amount awarded to me by the said Orphans' Court in its Decree and Schedule of Distribution filed to the above number,said amount including cash;5 shares Wood Rock Oil &Gas Co.,at no value;1 share B.&M.Oil and Gas 00.,at no value;61 shares Mingo Natural Gas Co.stock valued at $610.00; and 46 shares stock of Western Pennsylvania National Bank at $24.00 per share cl $1,104.00,held in kind and distributed as such at the appraised value,and in consideration thereof,the undersi9~ed hereby releases and discharges the said fiduciary from any further lliability on acoount of the same. -~ WITNESS my hand and seal this \~day of April,197 • ,..... :. .\.... ,.:..,.. ",. .~,.i,:·'rV\..r::t)~....-L J.., ·.tl\~~n..~I ~.~\~,~ -RU:)'~\\\I'A''/.\:;-\{) r,F:"'J"-f:"1'1-\!I\\LC •'.,;'.\,J \0 \.:'J"'.j ",;;'-.•) yJ AS H\H\~'f n~i (0 -,P~: ,-'. ,.J ~~• "•t •~'~•I ••. .'. '..,. ,:...,. '\-..-':" J ., -,,) •I 1 , . I Qontl~t I\u"a~tto th$~tottiot.8ocu.oa J.OO1 (1)of the lM.er1tNlco An4 _tAt()~Act 01 1961,Ii ~.10 f1W ~t tID action of U.He.~.01.1.1WtJ..at eo~.00unt1 en l~b.J 17,19.11..·~Ct CJaSlllorJqA1'.1m.l ~t~to..G3,OOO.OO Uokd •tho Sta~of'Dobts tmd ~fUo4 in the oub~4CC¢doatt o ecteto. ~t contol:do ~~of der A11Gtt Cl$.t~i 40cedtmttQ ~o.n,to?t\D"~tJ t1OU14 not be M AU~blc 4ed~~ be 0Cll 0'"that an Ae~ob~tUnl G2X1otd Ci1 tho ~of lda ~ber. It fJ)tJrJ P:rotcottmtffJ pco1t1«!'4 tInt,11:\tho absomo of .~ t1aU1ltt ov1<lonoo.tho o)tl.1m of llr'.Cbat~oJuNld bo otncken b'o:n th3 ~. PowCbJlO~,Dtrectot' SuroAu of.CountJ Co1lcot10n0 ~lbrme1l y~~Qt l1U.1o OtU ftll1iNn H.Bol:4nnon,'l2lqai,ro COMMONWEALTH OF PENNSYLVANIA po DEPARTMENT OF REVENUE __~.~-, BUREAU OF COUNTY COLLECTIONS HARRISBURG \i ~rY-"~ .17127 ~'J. June 4,1971 ~,/~ Russell Marino, Register of Wills Washington County Court House Washington,Pennsylvania 15301 Re: Dear Mr.Marino: ~~'""-•...-J --,-.r):»rn ..,,- if)GO c:~--(f) ::::(fi (/1 Z -i rtl 'S.>1'1 Estate of Sara L.Alle~;~,- File No.63-70-127 z ::;;:: County of Washington g ::::~~ .38 -;/..5-<> '".....-, --.J I i c-t=.:-~-;-1 --I t:::;J.., ::t,:;J Enclosed is a copy of a Protest filed in the subject decedent's estate. On June 4,1971,Joseph F.Shamay,Assistant Director for Taxation,of this Bureau,advised William H.Robinson, Attorney for the estate,that the Protest has been Sustained. Accordingly,you are authorized to amend the record of this estate to conform therewith. Very truly yours, Robert L.Schrift,cting Chief Inheritance Tax Division For:Peter Capataides,Director Bureau of County Collections : ...2$15 ,. June 4,1971 William.H.,Robinson,Esqum 253 rleet Main StNet Monongahela,Pennsylvania.15063 He:Estate ot Sara L.Allen File No.63-70-1.27 County ot l'lo.shington The Inheritance Tax Protest Board of the Pennsylvania Departmontof Revenue met on the 28th day ot May,1971,and cons1derod the Protest filed in the above decedent's estate. ~e decision of tho Board tollows:. The Protest filed by the Commonwealth of PennsylVania. in tho above captioned estate,on Ma.y 6,1971,is hereby Sus- tained.The claim of JB3 Allen Chattaway for $3,000..00 should not be allO'dGd. Joseph F.Shama.l, Ass ft.Diroctor"tor Taxation For:Peter Capata1des,Director Bureau of County Collections PC:JFS/ms Coco Mrs.Frances Leo Chief Appraiser c.c.Russell Marino Register of Wills .0 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON J IMPORTANT:This return mus t be completed in detail and f'iled in duplicate,.with will attached,with the Register of'Wills of'the County where decedent resided;Return is due within one year af'ter date of'death,unless an extension is granted by the Secretary of'Revenue.(Section 703 of' the Inheritance and Estate Tax Act of'1961.) ..$A.RA ~.."AL.~J~N . (State full name of decedent) Late of .w..g.$.b..;i,n.,g.t.Q~................................. .:.:o:-~::~=::::~~~~-~~::~:~}'" ....................~.!;i.e Alle~.G.~.~.~.~.~!!..~y . Administrator of the estate of the above-named decedent being duly sworn.depose S and say S .",'-! ExecuOOCrix Decedent dJed .......J..~!l.'J.~.~y...... (Month) .........?(~.;)19.ir£.j ,{~aVing a last will,copy of which is hereto attached•.r: Name and address of attorney or}WilliamH.Robi.nson . other authorized'·r.e'p:;';e·sentativ'e'to whom all correspondence should be ..2S~WtastMain.Street. mailed.Monongale la,Pennsylvania That as such ...Exe~l.1:t.r.ix ......~........deponent is familiar with the affairs of said estate and the property con- (~:x"clltor·Admini8trator)'. 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 Main THIS SAFE DEPosiT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT .",',f I'.,.h. That the contents of'said saf'e deposit box or boxes are itemized under Schedules __8 of'this return,with the exception of'the following,f'or the reasons hereinaf'ter set f'orth: That Schedule A attached hereto and made part hereof'sets f'orth fullv 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 theref'ore 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 dece~ent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other eV~dence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision t~ereor,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,.works.of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of 'whatsoever kin~or nature,left bydecedent,together with the fairly estimated market value thereof;all b()]lds and mortga!,:es held by decedent and of all claims due and OWing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. 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 p!,e decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,'or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the_~ature 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 instrurnent'c~eatingthe trust.Ther~is also set forth in said schedule a list of all property,real and personal,with-its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 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 hereo~sets forth all,property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fUlly and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including fUneral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fUdiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and lmpaid at time of death;taxes accrued.chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in sett~ement 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. the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein, been carried forward and properly registered in the Summary. That ~.~...';,have c"..~"~,\.~A~.P;/';:,\\~Subscribed and sworn to before me this .......Z ..~...fI........:'~.>J! '"$:il-:T.;;y ofqf'JI..19.J.Q. ,.\~~...~~.;t;.."""..".",,.. ~.....",,1:' -"'"r;;h'..~~~~, E?"O)~~~.~rf!~-~.Sj .··············=···(E~~~~·················(~··· ...15.43 F.OUJ;.th S.t.reet · ·_-. (Street Number) ...MQ.no.ngahela.,P.ennsy..~v.ania .. (City or Town a.nd State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. .' RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA D'EPART;KENT elF REVEN.UE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEoULE-UA" 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 described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. NONE IN PENNSYLVANIA (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3\ DEPARTMENT VALUATION CAUTION (Do not write In this space) Insert this total opposite ureal property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. RCC-35 CbMMONwEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROP~RTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.)" Intangible ~ersonal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED DEPARTMENT VALUATION MARKET VALUE (Do not write in /'this space) Savings Account-western Pennsylvania National Bank,Monongahela Office, numbered 24635 Checking Account-Western Pennsylvania National Bank,Monongahela Office, numbered M-042-346247 5 shares Wood Rock Oil &Gas Co., certificate no.3 1 share B.&M.Oil and Gas Co., certificate no.175 61 shares Mingo Natural Gas Co.,50 shares of which are certificate number 160 and 11 shares of which are certifica1e number 3 @ 10 500 shares Western Pennsylvania National Bank corporation @ 24 Accounts Receivable:Parker/Hunter,Inc. proceeds from sale of 247 shares of Western pennsylvania National Bank Corp. Household Furnishings $ ~4~ 712.77 no val~e no valle 610.00 TOTAL Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X $21,763.55 ·. RCC-3b -rmPlION1\K\:LTH OF'PENNSYLVANIA TH.ANSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRA.NSFERS (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)"0 (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: (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~O~__ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer }'~s or no)No (b)What was the transferee's age at time of decedent's death?__N~.Q~__ (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)No (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 the affirmative,state whether the right was reserved in decedent alone or others ----=-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)_~N~o~·_ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)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)_~N~o=·__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALUE (Estimated) DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. CCM"M0Nw}~ALTH OF PENNSYLVANIA 'rnAN~FEn T~HElU TANCE TAX r~SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I~STRtTTIor;s: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 Sohedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent• .Des~l:i-;t=i=o=n=o=f=p=r=o=p=e=r=t=y=,=D=a=te=o=-r=A=C=q=U=i=S=i=t=i=o=n=,=N=a=m=e71=u=n=i=t=J=p=e=r=c=e~=t=;;:g=~:::-"i---"'==E=;=t=a=t=e==r===D=EP=AR=TME==N=T=Y=AL=U=A=T=I=O=N= Address and Relationship of Co-Owners,and Place 1 Yalue Share Yaluation CAUTION-Do not Write of Record of Instrument,where Rea.l Estate.!In This Space. Yalue of Yalue of Entire Decedent's property Interest NONE Insert this total opposite "Jointly Owned Property",Schedule -"E" in the "As Reported"column on the last page of this return. ,. RCC-37 ...(12-63)'.. COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT .". SCHEDULE "D" BENEFICIARIES ,. ( 11 BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED iNTEREST OF(If step-children or DATEstatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOF BENEFICIARY ave an interest,vested,contingent'or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH ..Jay:"'-Grandson Yes 510.000.00 and up .-1.8.0.0 ...,S'tr~~t to 300 shares of the ..?-O7 common stock of-. Hvattsville.Md.20783 Western Pennsylvania National Bank Su~Allen Chattawav 1543 Fourth Street Mononoahela.Penna.·15063 Dauahter Yes Remainder Deponent fUrther says that all the above-named bene~iciaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE Dl THE ',- OF THE i ESTATE OF '-1 ~~'"'~~ru '"I !l'I:'CIl ..- CIl 0>+>:s ~~ru ..,..,..-0 CIl '0~~.g ~ ~~ (Executor-Administrator. m'ust complete "As Reported"column #1.) (") ~CIl ~~!l'C'"(;'" tr:lCIlS"...~ ....Jear .(No. ~IATIER OF THE APPRAISEMENT Will Administration '."'1'.~"\~~r.:i p ....~J ~ ,.:.~:==========~~==========~::~~~~~<=~~l~'·t ~' J .......~~ {; SARA .;L.•..ALLEN Deceased Late of ....l\io.non.gahela............................... Commonwealth of Pennsylvania Counn-of Washington.~. ;> CIl .~.o.g -;:: o~.., rtc.. ~ enc:: ~~>II .I ~ W VJ en 0< ::rr:l r:l.?'"?'"q ~>=:::: ~~~~ '(\)..... 'Ie ~ '0'o 'w.,. VI.VI .~i.~!.;II .~~ !4\).: ~ :.;II ...~ Q\\I.)• "II til\It ... r-J G:ll)i ~-o:::::: ......"REPOR~~D APPR""A:ISJ\.L~ »ffl :N ::;;::>"...._. <r>(DS -0::::c _.CJ -::;c;I -(J)(:)rn.z -1 r'!"~•'-.....,)f G")rt'1 j ,-:=:>~ --{7,)r~i::J :2 0 m~ -4-""'"',~:~ c::>~;-~::~o ~....~<"l:r-:; -orO)::>-if) .' .~~~~~~ ~.:~;>~..,'"";r.II ~\.1'\.I.tJ~..~-~6'\C1:l'V..,~ \..,)2.A :s II •h·C1:•e-.,•c.. \'\ Rcc-el (2-64) ., COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT SUE ALLEN CHATTA~vAY IN YOUR RIPLY PLEADI RIPER TO 38-43-2 ,j In Re:Estate of --!S~ARA~~·-=L!.:.._AL~LE~N~_ ______}wriAS~Hl;l;IN~G.:.olT~O~N County -File No.63-70-127 Dear Mrs.Chattaway: You are hereby notified that the original appraisement in the estate of Sara L.Allen has been filed in the office of the Register of Wills Qf Washington County on May ]2 ,19...1Q Said appraisement reflects the following valuations: Real Estate _...;....,...._ Personal Property 2=1~,u7~6~3~,~55~__ Transfers __..,....----..."...__._..................__- Total -=::21=:.;2u7..;:;:6""'3,:.,.5""5:....-- As to such tax that is paid within three death,a five (54)percent discount is allowable. remains unpaid after one year from date of deatn, of six (64)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 --L:MIa::l~~T_J..Lo2"",.......Jl...Qu.7J"jQ:..--_ DATE OF DE..i\TH:January 28,1970 Note:This is not a bill. Signed ~~.A-_~liO=::~:U!..¥-_~e.....Jx1~ TitleW.R.CHANEY, COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of ALLEN, (Last Name) SARA (First Name) L. (Initial) DATE OF DEATH 1-28-70 FILE NO.63-70-127 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:0;:.,5<---=1=2c--7.L.0::....-_ 01-28-70 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 REPORTED VALUE AS APPRAISED $$-21 .?61 I)I)----~~- 21.763 55 .,---_1- VALUE AS REAPPRAISED $~ FOR USE OF REGISTER ONLY Tax on $---4__<$20/. Tax on $6%0' Tax on $-----------4-- nX~$1~ Tax on $15% Exemptions * Total Estate --1-__ TOTAL TAX COMPUTATION OF TAX $---------1--- $--------1-- $--------1-- $--------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 :::::::::::::::t==== BALANCE OF INHERITANCE TAX DUE $L Add interest at rate of 6%from_____to $---J AMOUNT OF ESTATE TAX ASSESSED $L- Estate tax paid $l- BALANCE DUE $----~~ Add interest at rate of 6%from t= ------'to-----$--------1 TOTAL TAX BALANCE $----~PAID $.....J FOR USE OF REGISTER ONLY ADjUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration t No. IN THE Year ....._..._.. MATTER OF THE APPRAISEMENT OF THE ESTATE OF SARA L.ALLEN Deceased f Late of _ County of :MONONGAHELA... -...WASHIN.G'l'ON.. Commonwealth of Pennsylvania REPORT AND APPRAISAL } • ·1 I •I ,--I Fonn RCG-2 DEPARTMENT OF REVENUE BUREAUOT COUNTY COLLECTIONS.. HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE May.12.,19.7'O . COUNTY W.§:e.>h?:.~.tgp... ,FILE NO.63-70-1271-. Whereas,$.~.9.-J;,.:iUJ.I:m late of Mg;r1,g.pg::l.Pf3..l.:::l.. in the County of W.c?,,9.bt.ngt,Qn Commonwealth of Pennsylvania,having died on the 28 th day of January 19.7.0.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,:W"R.C.h9.-.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 foIlowing appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ PERSON.ALTY: See conv of Sl"hP'c1111 e "'All ...++-'t.n .<lnnrRisement.21,763 55 - - Total 21,763 55 i I Having been duly sworn accordi~o law,I do herepy ~er~ify that the above appraisement is made in con- formity with law on this .../.tR .day of ~/2(..a.c;;t..·"/?'·~..T ZJ··5..··---'"1~/..0. . .J./..&l.L/C.:..~.;;.~ce ,APprai~'~' . ........ A11~mb.r and Street) c-kV............................. .,Penna. (Post OtIl.e) vlASHI NGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .$M!Ll:,~..~.1!:N .. Deceased. Late of MONONGAHELA Date of Death,J.an:U9.-ry.;ZS.,19.7Q . Appraisemel!t Docket Vol.,.3$. Page,43".2 No .6.:b:.7.~l2.7 . Filed in Register's Office,}1:~y :J;?1.J9...79.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appell!f"om Appraisement,. Entered and charged,.1 AND AGENT OF THE COMMONWEALTH DEDUCTIONS ALLOWED INFormRCC·lO ....\. OFFICE OF THE REGISTER OF WILLS OF WASHINGTON COUNTY t 3 -7d-/;<';l ---, STATEMENT OF DEBTS AND DEDUCTIONS j THE SUM OF $~'i.~~..r" ,~~L Regi,ter of Wills,Agent ~ ESTATE OF SARA L.ALL '1:1'1)1 LATE OF _,;,.;M;..;O__n_o.:..n:.-....i:<g__a-=h.:..e::;.l=a...<:,--.:p:-:::e::.:.n::.n::.:.s:....:y~l:..:....:.v...:.a.:-.n::.:.~=-·a.::.:..-V DATE OF FILING APPRAISEMENT March 30,1970 OATS OF DEATH January 28.1970 75 3 00 5 00 1 83 4 21 22 50 AMOUNT 14.00 1.680 00 56 83 10 37 14 00 35 00 2 89 ....,.o.Jvv vu 12 50 2 00 rt;()()i)ri\ 1 50 l.ORR 1R ,...........- ~I - M. ....... T 0 TOTAL EXPENSES \ Nota;l:tV fee Electric bill Advertising Letters~ 1\.3••_ 2 short certificates Filina Inventorv Telephone bill Groceries REMARKS Advertisina Letters proDate 01:W~ll,2 cop~es 01 will,2 short certificates $ Leaa1 fpp Notarv fee ",dV Marion Coleman Rqssell Marino,RegisterorW~lls Russell Mar~no,Reg~ster T.1pS1:Ppnn Power Co.Final bill The Daily Republican Eauitabl~Gas Co.Gas bill Bell Telephone Co. NAMIL OF PAYEE Russell Marino Register of Wills Western Pennsylvania Nation~lBankSafetv deDosit box rental Russell Marino.Reaister tvp~1:Ppnn Power Co. T.•M.Frve Funeral Directo Funeral exnenses lA1;:\.c::hinnton ("'ount"Renorts NO.OF VOUCH""DATE 197 ~ 2 5 ?1~ 2 13 ?lA 2 16 ?lA 2 17 2 27 ~l.a. ~2R 3 30 i 4 ~ i I:)18 9 12 9 15 12 8 12 11 -12 14 COMMONWEALTH OF PENNSYLVANIA COUNTY OF VvASHINGTON I,SITE AI I FN CHATTAWAY SWORN AND SUBSCRIBED BEFORE ME THIS DAY OP' ]t~e~_tT;Y;--le~ C'"··~t·lNotaryPulIeM*,IlIf)U E..........,-, MOnOllga,l1ela,was.hington Co.,~ My cenvnisslon Explnl8 July 14,1978 ;--r I ~•ro"f"',.j'..f ..•IIll;,if!I •'.•.••.••.•I' J