Loading...
HomeMy WebLinkAboutOC1970-0179 - ESTATE OF CREEC!lnmmnttwra1t4 nf IJrttttBgluuttiu.l llIuB4ittgtnu Cllnuttty.\.a.a: KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid 'J on the 18th.day of February A.D.1970 ,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 Lo-l-fre G&:i!Ie H.Cree late of Washington in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly,admitted to probate;and George J.Thompson and Carrie Cree 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 George J.Thompson and Carrie Cree committing unto Them the administration of all and singula't the goods and chattels,rights and cr,edits,which were of said deceased,and requiring Them 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 18th. day of February in the year of our Lord one.thousand nine hundred and Seventy .............~;~~~.. Register =0$.t t<::J CD...e=H50 II.~0 •...III P::N ~l-t>teo.~la .... III .p III .p ~0$.t H~......eo.~ '.-' ·/i'( ~.~~~~.~-----"~-~......-- WILL I,Lottie H.Cree,of the City of Washington,~vashington County,Pen.nsylvania,do hereby make this my last ~Vill,hereby revoking all Wills heretofore made: 1.All of my just debts and my funeral expenses shall :'be paid as soon after my decease as convenient. 2.I devise and bequeath to George J.Thompson of Rockford,Illinois,the sum of Five Hundred and No/IOO ($500.00) Dollars outright. 3.All the rest and residue of my estate I devise and -bequeath to George J.Thompson and Carrie Cree,in trust,however, for my gra~dchildren,Samuel B.Cree and Barry Hughes Cree.The trustees shall manage,invest and reinvest said fund and when Samuel B.Cree reaches the age of twenty-one they shall deliver to him one-half of said residue and when Barry Hughes Cree reaches the age of twenty-one they shall deliver him the remaining half of said residue.Meanwhile,the trustees may accumulate income or may distribute income to the children for their upkeep and educa- '. tion according to their discretion.The trustees shall not be limited to legal investments but shall be entitled to invest said funds as they see fit and they shall have sole discretion as to the manner and the amounts which they advance out of income for, the benefit of said children.In addition they shall have the _privilege of advancing principal within their sole discretion for .-I"upkeep or educat ion. . ::the use of my said grandsons if they require principal for their I I I I I f!. t The trustees may sell any of my property for such price and upon such terms as they see fit and may make,execute and deliver deeds for the same. ~fI '1, d I~(,. .·.·1._...•.•'_...__~_~_...._•._._~,.'_ 4.I appoint George J.Thompson and Carrie Cree executors of this Will. IN HITNESS HHEREOF,I have hereunto set my hand and •seal this :22 day of U,17/1A"j'!-)1963. We,the undersigned witnesses,subscribe that while we were in the presence of Lottie H.Cree we did witness her sign the above instrument and declare it to be her last Will. /l"I/"-,," " '. h~7tJ'-17/ l\ffi~uutt (@f tExrrutnr (@r l\~mtut!ltrutnr J ~tat:e of 'euusyluattta { <!1ouuty of lIus4tugtou }ss: P 11 b f th d · d th't a Notary Public . d f 'dersonay e ore me,e un erslgne au orl y,a ------------..III an or sal County and State,appeared .GE.O.:RG.E.__J_A...THQMPS_O~r~nd CARRIE_.CREE __who,being duly sworn according to law,depose'and say'that they mthe executorS<K ~of the es- tate of .J:..QTIJ~._R.!.QR~~__deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of 1Q'rr!_~H._•.g_~.~, 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 ~f each item m~de by ~above~amedxecutors .~Jt Sworn and subscnbed before me thts /}~~ d y of ~19 0 ~#-A:~~~..~::::..:::::'::::::::::.::.:::::::::..::,,a~~. 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 Oopies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 :1Juueutory uuil i\ppratsemeut of the goods and chattels,rights and credits which were of L.o.rT.:re;ij.,G.R.E.~,.late of ,W~,~,hi;n.g,t.p.;n.. Washington County,Pa.,taken and made in conformity with the above affidavit. REAL ESTATE: Two-story frame house,double garage'and Lot No.5, situate in North Franklin Township,Washington County, Pennsylvania,more fully described in Deed Book 1100, DOLLARS CENTS Page 403. PERSONALTY: 1.Refund of unused premium,Standard Life and Accident Insurance Company. 2.Checking Account,First National Bank &Trust Company 3.Refund of unused premium,Blue Cross of Western Pa. 4.Household goods and furniture--net proceeds from auction sale. 5.Received from J.C.Penney Company for damages to television set left for repair. TOTAL ASSETS OF THE ESTATE 8,000 00 3 70 118 15 5 10 418 00 30 00=r: r ~~7 ~.2-7 6 -1 77 I ,."."l I .t'I'.... '.""~1'''.,. Inventory and Appraisement IN THE ESTATE OF r..."\\.'\\'LOTTIE H.CREE.. Filed ,19 .. ~:.:;:::0 ...en rrr ;0 -...;--:r:~C:c:::=,tj ;;en (0 C---• _-4 C...,r.--~~:~:iC f- a --.........~o ~,,!I] C')-'I :'::;r--,~=<.F .';,::t:::."'......,.....;::<'!-.:... -0 r-:::--... l:o-r-2':.-(I)0 :::::> :'".....- Dt<1gf-\f~lief a~~v:;r v~~~_~~fU- GREENLEE,RICHMAN,DERRICO &POSA ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON.PENNA. STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,depose and say that the above account as stated is true and correct as ~~~.Y-----..__verily believe. day Sworn and subscribed before me this ....?.~_~h.__..... Washington County,ss: ~~i4~~"'." r/~~.._----------------------._-----_.------------------_.----.--.------------Carrie Cree I do certify that f 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 evidence by proofs thereof filed to No..-L,3.~.7.;;.-~-L---.------------.. ;;~:td.Off;c,OlseOI.t~iS~.~.··1~7i ~}dl9Jf,ov;~-------------.Register of Wills ""'...,c5 ...., <l:0 ...:.:::l oj (f)...,0 0 :...,~>:l U :.:0::l ....::l ll.~'0\0 OJ 0 :0<.l .<:1 ~~<.l ...,.!>:i CI-2'\Q);<1 -.9!0 ...z -j tn'"0 tn ...,OJ ~0 iittl!s::~I "0 5 0 .(~~..JQ)'ttl 0 ,. 11 OJL...I -;:;0 ~«::>zu:+l :§c::OJ W ..J lQ Zr;.:.Q);Z ~rI1 ....III7IDECOJ....Q l-I-1I.0 °i 0 u 3f~r~1 I I I 0 ....0 «Ul(J)~p.:x :..,i ::>iP:l ...;§J ...,:P:l :<1 Ul 0:aEo<ril!.:<l:>-l-I-<1 ril ::l ;"0 ~III CIm:Eo<~i 0 0 .:z z<.l -~!oj 1:;J:0:a zr--1 UJ.::r:<.l XP:l RU Sf,_....•j i.:rIO oj ....0 a I-.-Ii 0 1 8 ril ,:OJ ~i I-CI UlI:~o:l :...,...z «.:~;EGjS I f:r;I~'i ILLS ;a d1'~«x 3:0'.vr ...;...,o 'b.O uir--:::r:!I-:l 0 .~.~_I"""l :Q)IIIW;~.SHIN,T'''/.,~:..:w ~I! rili GO.•PA,0 ~"'-<.....JM,ril ril ...,OJ ~z~i H:t9 H ~-:J IU8i~~0 ~f ~:~w>:l o :c::81 0 ~<.l :"0 ~(!)ci 0:ril ..x:o:l ':~Z ...:Ii t9 0 <1 a> M .4,J U!uO!,Jnq!J,JslP JadoJd AllnH::>adsaJ S!,JJnO)a4.L / / -~IO---- ,. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN THE ESTATE ) ) of ) )NO.63-70-179 LOTTIE H.CREE,) ) Deceased.) FIRST AND FINAL ACCOUNT OF GEORGE J.THOMPSON AND CARRIE CREE, EXECUTORS I.ASSETS OF THE ESTATE: A.REALTY: Per Inventory filed June 2,1970 LESS: ---L-oss on Sale of Real Estate,November 15, 1971 Net value of real estate B.PERSONALTY: Per Inventory filed June 2,1970 C.INCOME: 1.Room Rental: March 6,1970 March 9,1970 March 30,1970 2 •Garage Rental: April 7,1970 May 8,1970 May 8,1970 July 2,1971 3.Refund of Real Estate Taxes: November 23,1971 ·TOTAL ASSETS AND INCOME II.DISBURSEMENTS: $28.70 20.00 20.10 5.00 5.00 40.00 30.00 $8,000.00 3,000.00 68.80 80.00 .5 ~76 $5,000.00 574.95 154.56 $5,729.51 DATE 1970 Feb. Feb. Feb. ,Feb. PAYEE Citizens Water Company Ambulance &Chair Service West Penn Power Company Columbia Gas PURPOSE Water Bill Ambulance Bill Electric Bill Gas Bill AMOUNT $6.34 20.00 18.70 42.00 DISBURSEMENTS CONTINUED • Mar.11 William G.Neal Funeral Home May 18 Citizens Water Company May 18 Columbia Gas Company May 18 Bell of Pennsylvania ,May 18 West Penn Power Company May 18 Mr.Comedy June 2 Russell Marino,Register of wills July 14 William G.Neal Funeral Home July 22 Anderson &Pollock July 14 Anderson &Pollock Nov.16 Ned lams,Collector Nov.16 Ned lams,Collector Nov.16 Malcolm L.Morgan, Treasurer Nov.16 Ned lams,Collector Nov.16 Anderson &Pollock DATE 1970 Feb.17 Feb.18 Feb.26 PAYEE Russell Marino,Register of Wills Washington County Reports Observer PUblishing Co. PURPOSE Letters Testamentary and Short Certificate Advertisement of Executors' Notice Advertisement of Executors' Notice On account of Funeral Expenses Water Bill Gas Bill Telephone Bill Electric Bill Janitorial Service To file Inventory On account of Funeral Expenses Liability Insurance Premium Fire Insurance Premium 1970 Road Tax 1970 School Tax 1970 Washington County Taxes 1970 Fire Hydrant Tax Liability Insurance Premium AMOUNT $14.50 14.00 14.00 575.00 6.23 82.06 11.26 7.91 8.50 9.50 200.00 10.00 27.00 5.27 36.27 10.53 1.75 10.00 1971 Aug.24 Anderson &Pollock Aug.14 Ned lams,Collector Aug.24 Anderson &Pollock Aug.24 Malcolm L.Morgan Aug.24 Ned lams,Collector Aug.24 Ned lams,Collector Nov.24 Bennet Real Estate Fire Insurance Premium 1971 Road Tax Liability Insurance Premium 1971 Washington County Taxes 1971 School Tax 1971 Fire Hydrant Tax Realtor's Commission - 2 - 31.00 5.27 10.00 10.53 38.98 1.75 300.00 DISBURSEMENTS CONTINUED DATE 1971 Nov.24 PAYEE Recorder of Deeds PURPOSE Pennsylvania Transfer Stamps on Deed AMOUNT $50.00 Nov.24 North Franklin Sanitary Authority Nov.24 Recorder of Deeds Nov.24 William G.Neal Funeral Home Nov.24 Federal Housing Administration I Dec.15 George J.Thompson Dec.15 George J.Thompson, Executor Dec.15 Carrie Cree,Executor Dec.15 Greenlee,Richman, Derrico &Posa Dec.15 Russell Marino,Agent Dec.15 Samuel B.Cree Dec.15 Barry Hughes Cree TOTAL DISBURSEMENTS .ASSETS OF THE ESTATE Realty Personalty Income DISBURSEMENTS BALANCE FOR DISTRIBUTION North Franklin Sewer Assessment,Debt,Interest and Costs North Franklin Transfer Stamps on Deed Balance of Funeral Expenses Payment of Decedent's Note and Interest Balance in full of Legacy under Will One-half share of Executors' Commission One-half share of Executors' Commission Counsel Fees Payment on Inheritance Tax An Advancement on Account of Distribution of Residue An Advancement on Account of Distribution of Residue SUMMARY $5,000.00 574.95 154.56 - 3 - 445.13 50.00 429.80 708.30 158.75 143.25 143.25 286.50 296.00 500.00 500.00 $5,239.33 $5,729.51 5,239.33 $490.18 Observer .-keporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929.P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington.SS:. Pe'rsonally appear,ed before me,a Notary Public in and for said County and State,Richar.d S Cowan who being duly s,wom according to law,deposes and says that he is the Secre.tar.y . of the Obs'e,rver PUblishing Company,a f'lennsylvania corporation.and its agent in this behalf;that the said Com.pany is the owner and publisher of the Observer-Reporter.succ'essor to The "Washington Observer.established September 18.1871.and The Washington Reporter,established August 15. 1808.a daily newspape,r of general circulation,printed and published and haVing its place of busines's at WashIngton.Washington County,Pennsyl- vania.where it or its predecessors have been established and published continuous'1y for more than six months prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a copy of an official advertisement.official notice.legal notice or legal adve:rtisement,exactly as printed or pUblished in the Ob>:lerver-Reporter in its regular editions on the following date or dates;. ...........................P.e.br.uar.y 20·f ···27 and Mar.ch 6·f ····l.970 .. that neithe'r th!e affiant nor the Observer PUblishing Company is interested in the subject matter of s,aid notice or advertising and that all of the allega- tions'of this affidavit as to the time,place and character of pu~ation are true......r:/~~~.d L~ .J Sworn to and sUbscrieJ;!ore me this.....6.....day1'....M~.~c.b.....l.9.10 .....U{~.ifl:;A..·R·~?{~~~ "'"["GTON COUNlYWASHINGTON,WA"HI,2 MY COMMISSION EXPIRES MAY 6.197 Was~on County Reports Washington,Pennsylvania (PUBL.ISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In complianc~with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}88. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiaJ!legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTYREPORTS 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: .........;~~.~,;:~.!'!:!".y.?§..t !.2?..Q .. .............Ma.x:~.h..5.J..?.~..),.9..7.Q .. 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. •• • ••••• ••••• •••• CREE,LOTTIE R ..Dec'd. Late of Washington,WashingtonCounty,Penna. Executors:George :T.Thompson andCarrieCree. Attorneys:Greenlee,Richman,Der-rico &Posa,325 Washington TrustBldg.,Washington,Pa.15301 • that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the ~g=~,of~mfid.~t"~:_:~~;.~~ Sworn to and subscribed b~__m-:.e_th=iS~~_. J.Z-:t.h.day of M<!.r.~.h ,19..1..Q.!!. .........J::{~..&..2Zfd!~. "Notary Public "'"~THERmE C.mCHOlAS,Notary Public "W3shingtor.,Wazhinyton Co.,Pa. ""My C02iri;s3:~n F.xpires /'NJ~el7:1lOr 1,1973 ~lt <ltnurt l~l1rull nf IfU1l4iugtnu <ltnurt minilllnU nf <ltnmmnu ®rp4UUll~ <1tnuuty J In the matter of the Audit of Account in Estate of__L_O_T_T_I_E_.:..:H:....:.:..-.C.::....::..;RE==E::...!1'---f Deceased. TO THE AUDITING JUDGE: r:;'63-70-179No.__..--...::c--.:c.-::_"-"---'::....:....::.-_ Enter__--'0:o...u=rC--appearance for__~Auco<.!c~O~U<b!no1l.t.k.!iaUno1l.t~S!..-_ GREENLEEaERRICO &POSA 2 qr?1 day of March ,19~ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. ~'. !' No.63-70-179 In re Audit of Account in Estate of LOTTIE H.CREE, Deceased. AUDIT Jratript fnr Apptaraurr FOR Accountants MAN DERRICO &POSAGREENLEE,RICH,Attorney ~2 '">0 - Testate Form J PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY •Estate of ~g~.~~.~..~~~~.I.....•..........•.................... ~___--_._--___-.-.-.--._----_____._----------_---_..___--. Deceased No Ji.3::-.7.Q.-:-.1.7.9 . Fiduciary G~.o.r.g:e J..•...'1'hQrn~s.Qn...and . ...c.~U:.r;i.e.Cr~.e.,E.xe.c.u±..Qr.s . Date of Date of Decedent's death ~~?~.~~E.¥.~~.!!.~.7.9 Grant of Letters f.~p';J;".lJ{:t~.Y....JJL .l9..7.0 . This is the ~.~!.~~~P.-.g f~D:~.+.account filed in this estate If there have been former accounts filed in this estate,list file number or number and term N.9.D~. Election to take Under or Against will.(cross out one)None Date Election Place of; Filed Record . Name of surviving spouse N.ane . List issue,where material: Did decedent marry after execution of will?(indicate)~.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 George J.Thompson Son $500.00 Legacy Sui Juris Samuel B.Cree Grandson 1/2 of residue Sui"Juris Barry Hughes Cree Grandson 1/2 of residue Sui Juris List,if exceptions to above: None If partial intestacy,give facts: None 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 t··.NoneanyexcepIongivecause · . Fi Ie copy of Notice and date of mailing !.~~.~~.~?:¥.~.~.~~.~.~.~. Is estate subject to the filing of a Federal Estate Tax Return?~<?.. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $?~§.!.Q.Q _. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .MP . ...........-_---____----___--__ __-.-----..-_. Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account:$4~0 .18........................ 21.00 \.1/10/72 Anderson &Pollock,Refund for can- cellation of Liability and Fire Insurance .$------- Total additional debits (Add) Itemize any additional credits not shown by account: $....._._.~),._J'.Q.O-. l2/1?/7l Russ~ll Marino,Register,to file Account 17.00 Total additional credits (Subtract) Bolance for distribution $.._.__...ll.J'.Q.O................4 .00 $~.9..4 1~. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Balance is in cash. • ~, ~--~~-~.-~~--~.~~~--------------------, .If Family Exemption claimed by Petition,give place of Record:....._..None__....._....._._........__. _ If Family Exemption is claimed at audit,give name,relationship and basis for Claim:__..None__..... List any advancement or distribution on account that has been made,and nature and amount of same: 12/15/71 George J.Thompson 12/15/71 Samuel B.Cree 12/15/71 Barry Hughes Cree $169.25 in full settlement of legacy of $500.00 in Paragraph 2 of Will $500.00 on account of 1/2 of residue. $500.00 on account of 1/2 of residue 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: The entire balance of the estate,less Audit costs,should bedistributed,as follows: (1)Samuel B.Cree,one-half (1/2), (2)Barry Hughes Cree,one-half (1/2), both being over the age of twenty-one (21)years,pursuant to Paragraph 3 of the Will~ COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly__..~~9_PL__.._.. ..doth depose and say that the facts set forth in the foregoing petition are true to the best of :t;.h~~_~...knowledge and belief. _~W.9_~!.1._..__..._._..__.to and subscribed before me Ih;S_'/O_:r;;(_:dOY,of ~__c::;19__.n_, Signature of Offlcer~~.0:..~ak:. Title of Officer ----.",..:,..~.:,""..;;ul.!:".ERr•.••••.•..••••. ._.•'~~,1,•IV.~l "T r:OTi,RY PUBL"~,CANTON TOWNSHIP Office expi res---Wasftir.l!:"6n.tc~:~~;l'enlfs9lVania .....•...•.. My Commission Expires :11/6/72 And your petitioner will ever pray,etc. ---~~~~ ._--_._----~-~--~_.__._--_..__..._---_.__. Carrie Cree •'.o.o..................................................•~. r .;No.63-70-179 ,-. Estate of ~Q~.r.J.e....l:t~CRe.E.,. Deceased t~~I r ~E~t~t-*'-,-,-..!.j •~'"".,:-: '12 f'1AY ?Pr:2 58 Fiduciary..~~g~.g~o!..!~.l}QTIl.P.§.9.D . ................~.~9 ~9.t:t;.J~.__~_+:~~-- PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:parag 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. Paul P.Posa GREENLEE,RiCHMAN,DERRICO &POSA ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON.PENNA. RUSS .~L ;,J \"(IN0 ~EGISIE~:CiF WILLS WA SHINGTON CO ..PA. ""»,-:)":.......-,, r-, '/ •,f r ..'. ,', GREENLEE,RICHMAN,DERRICO &POSA ATTOR N EYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON,PENNA.15301 GAYLORD W.GREENLEE .STEPHEN I.R1c:.HMAN PATRICK C~DERRICO PAUL P.POS"A GORDON F".HARRINGTON ARTHUR M.WIL:SON George J.Thompson 1035 East DelMar Orahge r California February 28 j 1972 TELEPHO.NE;$, WASHINc;'iTON 225..7660 PITTSBURGH 344-IHOO Samuel B.Cree 336 North Main Street Washington,Pennsylvania Barry H.Cree 336 North Main Street Washington,Pennsylvania Carrie Cree 336 North Main Street Washington,Pennsylvania This is to advise that the First and Final Account of George J.Thompson and Carrie Cree,Executor$of the Last Will and Testament of Lottie H.Cree,was filed in the Office of the Register of Wills of Washington County,Pennsylvania on December 15,1971,and that audit of this Account will take place in the Orphans'Court Division of the Court of Common Pleas of Washington County,Pennsylvania at a time to be fixed by the Court during the week of March 20,1972. PPP/ib Paul P. Counsel Estate I. I ~n t4t QInm nf QInmmnn JUrus nf lIusqingtnn QInunty. Jtnnl1ylnnniu.(@rpl,nns'mnun minil1wn J ESTATE OF Lottie H.Cree deceased N 63-70-179o.__---'-""--.:....--=~_ InthematteroftheFirst and.Final Account of Carrie Cree and George J. Thompson,Executors ADJUDICATION AND DECREE And now Ms.,..:l",1972 ,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration theii1the8balance for distribution in the hands of the Accountant is determined to be $q .1 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 ------ Additionsl debit asked at eudi1i Additional credit asked at audit Balance:_ I21.0~ 1 .00 $490.18 $511.18 $494.18 Deduct Clerk's Costs &Receipt~s _ Attomey G_r_e_e_n_l_e_6_R_i_c_h_ma_n_D_e_r_r_i_c_o_&_P_O_B_a _ ~usse11 Marino,Agent,transfer inheritancet~,$3.19 Interest from 5/13/71 to 5/13/72 '.19 Samuel B.Cree,grandson,1/2 residue, B~rry Hughes Cree,grandson,1/2 residue,I.1 12.0 t ' ,.'I '}, ••1 f1D ~t:Y~.~.... +-\~+-to r-St t _T <:".) (/).c:::: -..l 0...:::."'_J,-.; III l'.I .,-..0;..'..C ~ 0-.-z §,:::;;C-}-....- r 0 ..w ..,;...~.,•,z.~(/)~,~;..,.. ~(f)~~z:::::>~fJ) . r 0:::lJJ-'¢~,......,c:::;~ J._/-. r... r 0 ~Z...r:J I· §r B t·..,.9::s- O c IIIar:J 3~ 0 0 0...............III., 0........::s-III .l'r .' ,r • ,),. \\' .. .),, ,. r·, r f r\ )" r r ,.I ..r IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA -ORPHANS'COURT DIVISION J INRE: Estate of LOTTIE H.CREE, Deceased. ( ) ( ) ( ) ( No.179 of 1970 HEARING ON AUDIT GREENLEE,RICHMAN,DERRICO &POSA,Esqs., of Washington,Pa.,representing the Accountants. Friday,March 24,1972,at 10:00 A.M.,EST The Honorable P.VINCENT MARINO,Judge of the said Court. :!z<:.oJ>-mzz~BEFORE: zoI-CIZXm<~APPEARANCES:I-!:! It:I- !'lc oJ<ij gTII'v1E: "'l J:~III eli :.THE COURT:Number 179 of 1970,the estate of Lottie H.I-a:o~Cree,deceased.The Executors aTe Carrie Cree and George J. I-a:, 5 Thompson and the attorneys are Greenlee,hichman,Derrico &o oJ< ij Posa.Mr.Derrico?ii:...o .' Audit Petition for this estate and all the accompanying p~pers. '.j c.:.--'e MR.DERRICO:If it please the Court,we havethe necessary There appears to be no complications and no unpaid creditors. Mr.lPosa handled this estate for our office and he couldn't make it.But there appears to be no special problems that we know of, that we can tell of from the file.And I don't think he reported any. "..--..~...'-t-'__U ..f_ 2_ THE COURT: decedent's estate? .~ \ / THE COUhT:II . I the Court. -~IIL Is there anyone else in Court interested in this (NO RESPONSE) The audit of this account is ordered closed by (AUDIT CLOSED) oI-g I hereby certify that the proceedings and evidence are contained Ii~fully and accurately in the notes taken by me on the hearing of the above fj ~cause,and that this copy is a correct transcript of the same. Gl II..0( ij II::J., The foregoing record of the proceedings upon the hearing of the;. it:.Jo1.)..above cause is hereby approved and directed to be filed.c5 !L!L:> J.; GREENLEE,RICHMAN,DERRICO &POSA ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON,PENNA.15301 j GAYLORD W.GREENLEE STEPHEN I.RICHMAN PATRICK C.DERRICO PAUL P.POSA GORDON F.HARRINGTON ARTHUR M.WILSON April 10,1972 Mr.John Hana Orphans'Court Court House Washington,Pennsylvania 15301 TELEPHONES: WASHINGTON 225-7660 PITTSBURGH 344-9400 Re:Estate of Lottie H.Cree Dear John: I enclose a copy of the Home Improvement Installment Contract which was the basis of the claim of Pittsburgh National Bank in the Lottie H.Cree Estate. Please note that payment has been made in full. The claim of Pittsburgh National Bank was assumed by the Federal Housing Administration,and the estate made payment in full to Federal Housing Administration. I have asked Harold Fergus,Jr.,to verify this by virtue of a letter,but I have not yet received it.In the meantime, If you wish to have distribution ordered in the estate,please do so. Enclosure PPP/df HOME Il\lI)nOVEl\1J~NT INSTALLMENT CONTUACT Penna Date:__-'--__1-=0_·•19.:1 22•Contractor's'Nnme MA,ERO COMPANY 2619 Penn Avenue Pittsburgh .and Address .J --~(;;;N:;-a-m-e-o-;f;-;D;::;-ea--;-Ie-r-;-)--------(;;;!'J:;-o-.--;&;-;:-st~r-ee~t-;-)---------;-:(C~i;:-ty--;;&--,P;c::o-s-:-ta--;I--;ZO:;--n--,e);-----:c(S;:;-ta-te"7)-- ~~dA:d~:ne L-()'Ti ((?'J+\C I'C C L-.<0/.2;~L'-'I j'f.,jA (/)(;:1../YJ.i1./A--~'tf (l/C:;'/,-(")ttl ..(Names of all &yers)(No.&.St2)(City &Postal Zone)(State)PremIses to <:':' be Improved---c:-;---7-:::--.,---f--.-::....,-=-/-Li·.--'~'-.:·=:::,-·'-.:t.:.~-_-=:-+,------:-:=---;:--=-_-:-::=-----,--__--:-:=----:-__ (Names of Owners)(No.&St et)(City &Postal Zone).(State) ... Buyer.whic.h means cach andlor all Buyers,hereby employs Contractor to furnish the labor.materials Rnd equipmcnt necessRry to perform the work hcreinafter set forth on.t.he premises owned by Buyer lit the IILove addre.ss.)C SPECIFICATIONS, C;t?E A-rf~CoO t{b-0 h./otft<'-0 tl C l=-t( '. ~ $I r.L!oUnpaidCashBalance(a-b)--------'--(./ Official Fees -~-$-__-:-._IJr:!/ Principal Amount Financed (c+d)S i D «D'- Finance Charge S k-.'2~(').5<i>' Time Balance (e+C)$,],-Cf (.SS Time Sale Price (a+d+f)iJ $/2 %~'8" I./A ,;;/...-'(')i OJ .~~Payable in £c'(')monthly payments of $...'L First payment to be due V cC~I .19 t..~7. and the remaining payments on a like day of each succes- sive month thereafter. (c) (d) (e) (f) (g) (h) The work specified above shnll be performed by the Contract.or in a substantial and workm<lnlike manner.This Contract may be cancelled by Contractorat Rny time prior to beginning the work or delivering Rny materials or equipment purchased hereunder.provided Contractor returns to Buyer the down paym~'nl set forth I,frin.T":,;';;imtfilct represpnts the entire Agreement between the parties and no addition to or alteration of thi~Sf~a~~~jnnnrgoli.....~~...~~r::.~~;.~]ID~~'_~:<'f11.:,.~-~!J;in writing and accepted by the Contractor.In consideration of the work and smWJWrfltiiWt~y/f;1)''''11'',,.til ""t~...ir·~/'"J-olvrth below:(~O~uye~!JylMlt~)AJ)~~tAl:tlfyy!aw.on each (a)Cash Price $to'!().-mstaIJli:§lf~}mnm~~,l"'tsm ~:~~f~:a pe'nod of ten (10) d~ys or ~ore in ?n anH)J.!-<l~~Ualto~~t ~c.~..all~.en.t or (b)Down Payment: Sa.OO whi·.r IS lest:~$:,r .O'.::..___••i{;~1:;?;:2.-Cash $"----BuyerDl\ltt~-jiiiijb'a~°in montI y installments-as set Goods ------ forth herein and all other sums required to be paid hereunder at the -----------$-----S----- office of:)Description or trade in::--- PITTSBURGH NATIONAL BANK 61.(j1Y67 FIFTH AVENUE &WOOD STREET ~' PITTSBUHGH.PENNSYLVANIA CONFESSION OF JUDGMENT:ef..3 .-f..I ..0<~£0 Buyers.jointly and severally.hereby authorize and empower the Prothonotary.Clerk or any attorney of any Court of Record within the United States or elsewhere.to appear for Buyers and each or any of them and to confess judgment against Buyers and each or Rny of them as of any term,with or without declaration filed for such sums as may then remain unpaid hereunder with costs of suit and attorney's com- mission of 20 per cent:and Buyers,jointly and severally.release all errors and waive all rights of appeal,stays of execution.inquisition and exemption under an.y law now or hereafter in force and each hereby agrees that real estate may be sold under a writ of execution and voluntarily condemns the same and authori'ze the Prot.honotary or Clerk ,.to enter said condemnation on such writ. This Contract is subject to the additional provisions set forth on the reverse side hereof,the same being incorporated herein by reference.Executed the day and year first above written. NOTICE TO BUYER:1.Do not sign this Contract before you read it.2.You are entitled to a completely filled in copy of this .Contract.3.Under the law you have the right to pay ofT in ad"ancc the full amount due and under certain conditions to obtaina partial refund ofthefinance charge.4.You may rescind this Contract subject to liability for any liquidated damage provision thereof authorized by law,not later than 5:00 P.M.on the business day following the date thereof,by gh'ing written notice of recission to the Contractor at his place of business gh'en in the contract,but if you rescind after 5:00 P.M.on the business day foU6~ng,you are still entitled to ofTer defenses in mitigation of damages and to pursue any rights ofaction ordefenses that arise out of the transaction. OFFICIAL RECEIPT -Remitter's Copy ~'-1 ,-.'-. /j I(~,.-I L.';2~FHA FORM NO.760 AC The ~ayment.evidenced by the attached U.S.DEPARTMENT Of HOUSING AND URBAN DEVELOPMENT fEDERAL HOUSING ADMINISTRATION Receipt No. c-308500 Date ;...JV 1.9 1\ Check M.O.Cash Amounc Received :::1 _ I"J~'r '/ti7J'~J I.Unpaid Principal Balance,S(hl~t!<t·q GREENLEE.R ICHMAN.DERR ICO &PdSA.ATTYS PLUS INTEREST WASHINGTON TRUST BLDG ~R~e;'C<:'ir~1l~i~s:1l'~·k:n\~,w~l~e,7.lg~'e~d~o7f~[h-e-a~b(-)v~e-p-ay-m-<-.n-[-w-hJ-C-h-----j L WASHINGTON.P'ENNA •15301 hasbeencrcdltedlOyouraccoutll. I FEDERAL HOUSING ADMINISTRATION Ale ESTATE.LOTTIE H.CREE.DEe~. ThIS <t"h MTlST ArrnMPA!\!V """:..".._ .'ADDITIONAL PROVISIONS .~I The occurrence of any of the following shall,at the option of the holder and withoutdemand or notice to Buyer,constitute a de- ,1fault hereunder:failure of Buyer to make any payment hereunder punctually on its due date;failure of Buyer to observe or perform any of Buyer's other obligations hereunder;in the event that R:lY of ~he warranties of Buyer contained herein or any stntement in Buyer's credit application shall prove to have been false;death of any Buyer;the attachment of or levy upon any property of any Buyer;Buyer shall become insolvent or shall be adjudicated a bankrupt or shall make an assignment for the benefit of creditors;bankruptcy,insolvency,reorganization,arrangement,debt adjU3tment or liquidation proceedings instituted by or against any Buyer.Upon the occurrence of an event of default,Contractor or any assignee shall,without notice to Buyer, have the right to declare immediately due and payable any and all installments due and to become due hereunder and any other sums lawfully due hereunder.The waiver of any default shall not constitute a waiver of any subsequent default. Buyer agrees that Contractor may at any time sell,transfer or assign this Contract and the moneys to be paid hereunder. In the event of such assignment,Buyer agrees that except as assignee may be notified by Buyer after Buyer has been given notice by assignee as required by law,Buyer has no defense and will assert no defense against the assignee to the payment of the time balance set forth herein.Upon such assignment the assignee shall have all the rights and remedies of Contractor under this Contract but shall have none of Contractor's obligations,duties or liabilities hereunder,all such duties,liabilities and ob- ligations to be and remain solely those of Contractor. Buyer warrants that:he has not been offered,promised or paid any compensation,reward,gift,bonus,merchandise,trading stamps,cash loan or other thing of value as an inducement to enter this Contract;he has not,as an inducement to enter this Contract,been offered,paid or credited with any compensation,reward or allowance for the procurement of a home im- provement installment Contract with others;no cash loan has been directly or indirectly combined or consolidated with this Contract. Buyer agrees to sign a completion certificate upon completion of the work. It is agreed that Contractor may,at his option,add to this Contract subsequent home improvement installment sales made by Contractor to Buyer and in such case the total time balance of the goods and services covered by this Contract shall be in- creased by the.total amount financed under such subsequent sale or sales.It is further agreed that all finance charges and installment payments may,at the Contractor's option,be increased proportionately and that all terms and conditions of the Contract shall apply equally to such sale or sales. This Contract,subject to liability for any liquidated damage provision thereof authorized by law,may be rescinded by the Buyer not later than 5:00 P.M.on the business day following the date hereof by giving written notice of rescission to the Con- tractor at his place of business given in the Contract,but if Buyer rescinds after 6:0~,P.M.on.the .business day following,Buy- er is stil~entitled to offer defenses in mitigation of damages and to pursue any rights of action or defe·ns~sr.;th~~r~~.~tof the transactIon....-•·....4"~,t fH \J-:.i~~""""~"."-:.""J~"'••Il:""t ..."'"_"r .....!.1. In the 'event of Buyer's failure or reflisal to accept delivery of the goods :or·t.pe;.j:o~~~riJe~'df1~;~#ic~8:.~~~fe'dtbYthe Contract,the Contractor shall be entitled to and Buyer agrees to pay forthwith liquidated damages in an amount equ!il to 10 per cent of the cash price stated in the Contract.In the event that the actual damages,including b~imitedto lost profits, suffered by.Contractor shall exceed the amount of such liquidated damages,Contractor may,~~.~~~2>ltf(m,pu~~e\tliY other remedy avaIlable to Contractor under law.'."..:.'"."'''''.....<"...k.h,S .:J..~:§ .':"!i 1 't •.,-;';. '. -"·1 ,,.Potter Bank I'! !, ••"'"1'.' ~;ti,~,~,:.,-i'. •_••':::'.;;:..~.Or .~.~:•~.J"' 4.36 t-lest Maiden St ).- Washington Perna L·",''''.. kttie H Cree, ASSIGNMENT: The within Contract is assigned to Pittsburgh National Bank its'successors.alJd assigns without recourse except that under-• signed warrants that this Contract complies with the Pennsylvania Hbme'Imm-6-1ement nance Act. .•'"i ''-: }''..,'."A Copy of This Contract And 'Notice of its Assignment to PNB was mailed to the Buyer on the Above Date ", EUe~m~~1m Department IMPORTANT·FOR YOUR PROTECTION L Do no,rem;'cash.If.however.i'is not possible to remit by check or money order,use regisrered mail to remit cash.FOR CHANGE OF ADDRESS ONLY 2.Make money orden or checks payable to FEDERAL HOUSING ADMINISTRATION only. 3.\X/rile rour Account number on fue of check or money ordeL Always refer to Accoun!number when corre· sponding. If your address is differen!from rhat appearing on Ihis notice fill in Ihe correCl address below and sign your name. Slate '.I' City or Town ;. ...1 '""I .",~..'",~.,I •I I .; '..".•••1•.• Number and Street ., .Date ~-------·_'::-:-_ Signature 4.The unpaid balance ofyour loan shown on Iheface of the auached notice does not include interest at Ihe legal rale <>n numanding balances from the -,. date your norc was acquired by the United States Govcrnml'ot.Ynur prompt dis(harg~of this oblj~a· riun will reouct:your intcrest COSts. 5.To as~ure prompt credit (0 your account,always t'nclosc the 3u&lcned notin:with your remittance and forward in rhe envelope furnished you. 6.If you make payments to uur Agent,always reque!! an Official Rtxeipt. ;' ".• FERGUS,MARTIN AND FERGUS ATTORNEYS AT LAW 2l SOUTH COLLEGE STREET HAlIOLD V.FBRGUS BDWARD 8.MARTIN HAlIOLD V.I'BRGUS.JR. SCOTT H.I'BROU8 WASHINGTON,PENNSYLVANIA 15301 April 10,1972 412 •2215 -loao 412•2215 -6420 Paul P.Posa,Esquire Washington Trust Building Washington,Pennsylvania 15301 In Re:Estate of Lotti e II.Cree Dear t1r.Posa: Please be advised that Pittsburgh National Bank has collected the amount of their claim plus costs from the F.H.A.and assigned the original SOI;tract to the F.H.A.You are,therefore,to take this letter as release ~Pittsburgh National Bank's claim subject to any claim that F.H.A.might have. Very truly yours, FERGUS,~~RTIN and FERGUS HVF,Jr.:saj IJ.... ~. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT IN RE: ESTATE OF LOTTIE H.CREE ) ) )No.t3-70-17f ) ) NOTICE OF CIAIM PURSUANT TO SECTION 732 (b) (2) FIDUCIARIES ACT OF 1949 TO THE CLERK OF THE ORPHANS'COURT: Enter the claim of Pittsburgh National Bank,Claimant,in the amount of $667.78,plus interest from April 22,1970 and costs,against the above entitled estate.The defendant,who resided at Washington,Washington Count , Pennsylvania,died on the 13th day of February,1970.Written notice of said claim was given to Paul P.Posa,Attorney for the Estate of Lottie H.Cree,at the Washington Trust Building,Washington,Pennsylvania on May 22,1970. FERGUS,MARTIN and FERGUS FERGUS,MARTIN AND FERGUS ATTORNEYS AT LAW 2'7 SOUTH COLLEGE STREET WASHINGTON, PENNSYLVANIA 15301 By L Attorney for Claim t, Pittsburgh National Bank Claimant's Address: Fifth Avenue and Wood Street Pittsburgh,Pennsylvania f\ ,.~, IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION J IN THE ESTATE of LOTTIE H.CREE, Deceased. ) ) )NO • 63-70 -179 ) ) ) ) DISTRIBUTION RECEIPT TO:GEORGE J.THOMPSON and CARRIE CREE, Executors of the Estate I,BARRY HUGHES CREE,do hereby acknowledge to have received from the Executors the sum of Five Hundred and No/IOO ($500.00)Dollars in advancement and partial distribution of my distributive share in the Estate of Lottie H.Cree,Deceased,and to that extent,the under- signed does hereby release and discharge the said Executors from liability on account thereof. WITNESS my hand and seal this ~day of December,1971. '"",,,. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN THE ESTATE ) ) of )NO.G3-70 -179 ) LOTTIE H.CREE,) ) Deceased.) DISTRIBUTION RECEIPT TO:GEORGE J.THOMPSON and CARRIE CREE, Executors of the Estate I,SAMUEL B.CREE,do hereby acknowledge to have received from the Executors the sum of Five Hundred and No/IOO ($500.00)Dollars in advancement and partial distribution of my distributive share in the Estate of Lottie H.Cree,Deceased,and to that extent,the under- signed does hereby release and discharge the said Executors from liability on account thereof. WITNESS my hand and seal this .~day of December,1971. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN THE ESTATE of LOTTIE H.CREE, Deceased ) ) ) )NO.63-70-179 ) ) ) RECEIPT FOR LEGACY TO:GEORGE J.THOMPSON and CARRIE CREE, Executors of the Estate I,GEORGE J.THOMPSON,Legatee named in the Will of Lottie H.Cree,Deceased,do hereby acknowledge to have received from the Executors the following: Balance payable 6n Legacy Less Inheritance Tax Amount Received $169.25 10.50 $158.75 tn full settlement and satisfaction of the Legacy payable to me,and in consideration thereof,I hereby release and discharge the Executors from any further liability on account thereof. WITNESS my hand and seal this :lO day of December,1971. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN THE ESTATE ) ) of )NO.63-70-179 ) LOTTIE H.CREE,) ) Deceased.) DISTRIBUTION RECEIPT ' TO:GEORGE J.THOMPSON and CARRIE CREE, Executors of the Estate I,BARRY HUGHES CREE,do hereby acknowledge to have received from the Executors of the Estate of Lottie H.Cree the sum of $449.70 being the balance of my distributive share of the probatable and non-probatable assets in the Estate of Lottie H.Cree,deceased,and I do hereby release a:ld discharge the said Executors from any further liability to account to me in this Estate. WITNESS my hand and seal this .r~../:3 ... day of ... \ .?1A 7""'·_·_·,1972. t IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN THE ESTATE ) ) of )NO.63-70-179 } LOTTIE H.CREE,) ) Deceased.) .DISTRIBUTION RECETPT TO:GEORGE J.THOMPSON and CARRIE CREE, Executors of the Estate I,SAMUEL B.CREE,do hereby acknowledge to have received from the Executors of the Estate of Lottie H.Cree the sum of $449.70 being the balance of my distributive share of the probatable and non-probatable assets in the Estate of Lottie H.Cree,deceased,and I do hereby release and discharge the said Executors from any further liability to account to me in this Estate. WITNESS my hand db:,.I SAMUEL B.CREE Form No.RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER .10,000,UNDER SECTION 701 OF ACT OF JUNE HI,1961, EFFECTIVE JANUARY 1,1982,(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) &:3-'1d -1 7CJ OFFICE OF THE REGISTER OF WILLS I.... County of Wfi.~~;r.~Gr.q~. G~Q~9~...J,•..TII.q~?Q~..c!t;l?.C;:fi.~;r.E;.~R~~of .q~?~g~.,..~.~~~.~~1..~~~.~~.~~~~~~.~1?-?.~~.'. (Name)(Addre88) being duly __~~~~.according to law,deposes and says that he is the ..__E~~~JJJ;_9..~_$_ .(Exec.,Adm.,Legatee,Etc.) of the estate of..._.__~gJ:~J_~_JL!Q~_lf!';whose last residence was ----~-~.~-.~~.~.~..~~.:!:~~.~---~.~?:.~~-~------.(No.)(Street) __WaShingt.Qtl.,PEl__•.deceased,and that the whole of the estate of said decedent,who died _f~.~!'.~~!".Y !~_L 1970,(City~B"orough or Township)(Date) '::msisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value Two-story frame house,.double garage and Lot No.5,situate in North Franklin Township,Washington County,Pennsylvania,more fully described in Deed Book 1100,Page 403.8,000.00... ~v " Personal Property 1.Refund of unused premium,Standard Life and Accident Insurance Company 3.70, 2.Checking Account,First National Bank &Trust Company 118.15 3.Refund of unused premium.Blue Cross of Western Pa.5.:1:0 4.Household goods and furniture--net proceeds from auction sale.418 .00 ~ 5.Received from J.C.Penney Company for damages to television set left for repair.30.00 -) NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered. ONE Estimated Value '"l,J A P - - S Prior to Death NONE .. . there was no safe deposit box registered ih decedent's individual name,or jointly wit~,or as agent or deputy of idual name,with right of access by another as agent or deputy,with the exception of the following:- F BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT NAME AND ADDRESS 0 IN WHICH DECEDENT That at the time of death another,or in decedent's indiv Transfers within TWO YEAR Jointly Held Property N NONE BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF' (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT George J.Thompson Son yes $500.00 . 1035:E.Del Mar Orange.California - Samuel B.Cree Grandson yes 1/2 -of residue 336 North Main Street washington,Pennsylvania Barry Hughes Cree Grandson yes 1/2 of residue 336 North Main Street Washington Pennsvlvania RESWENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED•• NOTE'List first.;Ji.ve items in the spaces'So proviDed observe notations thereon,and instructions., DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN i-KEGISTER ONLY Funeral expenses paid $$ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees •I Fiduciary commission • OTHER DEBTS AND CLAIMS (.)See Note below Will file separate Stat ement of Debts and Deductions Ja late d ~te. I Total in conformity with law on this ~~~.~-)~ APpraise?y\... ).~~.N9.:r;~b..~~j,~..S.t;:;r:~~t:,'" (Street Number) .~~~.I:1.~~.~~?~?.~~~~~y:~~.~.~~~. (City or Town and State) In the event that any future intel'est in this estate is transfened in possession 01'enjoyment to collateral he 's of expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise a tance taxes at the lawful collateral rate on any such future interest. Note:The estate agrees to advise the Register of Wills if the amount actually paid in settl 01'less than the estimated amount claimed and allowed. Having been duly sworn:according to law,I.......'"......£~....day of ..;).a.u~~~~~-:-:",;-~ Subscribed;yworn to before me this . ..../.~~day 'of .,19l~. ..,.~.~.--:~:~/.Not~ry~~bIi~ashingt n ashin ton Co.,Pa. My Commission Exp~res:7~ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respectfully report that I have allowed debts and 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 said schedule above,which greater or lesser amount represents the sum allowed as a deduction. Dated:. Register of Wills ,Il r ,.-N."CC-""-w) !Will }f Administration ~No Year . I IN THE " MATTER OF THE APPRAISEMENT OF THE ESTATE OF , (.1-, .:I ';~'..\ "',(I ~r''i (,.:..,....\\~..~':\,\.\' LOTTIE H.CREE Deceased Late of ...~?~9-~~g~.~n................. County of ~e;t~.~~~g~~~.-..,;;:::v -...;-r- (I':.IT1 :::0 e:;:,,Commonwealth !if ~IihsylvanJ.a -(.?(I)t:::::...._ :2:.-t cj)~. C)''''1 ~1'-:,:-:t .:IJ ~~~_t ,~IREPORTANDAPPR1\ISAL...:..~~..t..::J ("'):;:::1.:-.....~S~:::z..r--:::;:-..--0 r-..;;..(:;:)?-C/)o rv C-.r7 GREENLEE,RICHMAN,DERRICO &POSA ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON,PENNA. R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT GEORGE J.THOMPSON &CARRTECREE (Executor ~~m IN YOUR REPLY PLEASE REFER TO 38-47-1 j In Re:Estate of LOTTIEH.CREE ___-W-A-S-H-I-NG-T-o-N------County - FHe No.63-70-179·' You are hereby notified that the original appraisement in the estate of Lottie H.Cree has been filed in the office of the Register of Wills qf Washington County on .September 23 ,19--1.0 Said appraisement reflects the following valuations: Re al Est ate _--'-......:::8:..:1,~0~O;.:0;..:.::..:0;::.:O~-- Personal Property ~5~7~4~.~9~5~_ Transfers -=--=---:-_ Total ---.-_:..l:8::.."l-'=5u7L..:4L ....9J.lSioL·__ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that rerr.ains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e _--::S:;..;:e:.Jp:::..;t::;..;e:.:m:::.b::::..e:::,;r~:.23~,_1::!:..:!.9...L7~0__Si.ned@£~~'-VIC Title W.R.CHA~.IIPPRAISER DATEDOF DEATH: Note:This is not a bill. February 13,1970 ,• RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of CREE, (Last Name) LOTTIE (First Name) H. (Initial) DATE OF DEATH 2-13-70 FILE NO.63-70-179 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". 9-23-70Dated:---=--=-:::<.---'--'~------ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect- fully report that I have allowed 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 VALUE AS REPORTED $8.000 00 1\74 q_Ci 8.574 95 VALUE AS REAPPRAISED $-------+-- 8 574 95 Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $+-__~ Tax on $~ Tax on $5% Tuoo$lK Tax on $15% ~~ptioos $ Total Estate --&__ TOTAL TAX COMPUTATION OF TAX $-------+-- $------~-­ $-------+-- $-------+-- $--------+.--- $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 $------ AMOUNT OF ESTATE TAX ASSESSED $-------1L- Estate tax paid $---JL- BALANCE DUE $---__,_ Add interest at rate of 6%from t= -------Ito-----$--------l' 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 iN Administration ~o.year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF LOTTIE H.CREE Deceased - Late of County of WASHINGTON WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ • Fonn RCC-2 .DEPARTMENT OF REVENUE......, BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .....~.~p.t...~~1?~.:t:::......~}..".1.~?.9..... COUNTY Jy~s..b..;i.n..gt...Qn.. FILE NO §..~.:::..7.Q.::J.?.~. Whereas,L.o.t.t.i.e .H.•......C.r.e..e.late of ~~.~..~.~.J:1.~.~.~.J:1.. in the County of W~.§.b..:j,,:n.gt..9..n.Commonwealth of Pennsylvania,having died on the .l..3.t..h day of F.e.br.ua.ry 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.Cha.ne.y ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the.expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. REALTY: Delcrlptlon of Allet See COpy of appraisement filed Unit Value. $ Apprai.ement Made for Inheritance Tax Purpoae. 8.000 00 ---:.PE::;R~S:::.;O::.=N.:..:.;A:.::L:.:.T...:::.Y.:..:-----------------------1-----11-------1--: See copy of appraisement filed 574 95 I ~J Total 8.574 951---------------------------------:::2...--=:-::.=~---+----tt------=:::.....L..:::..-=--.:.r..:::.:::....-1 I WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of LOTTIE H.CREE Deceased. Late of WASHINGTON Date of Death February13,1970,. Appraisemeilt Docket Vol..38,. Page,..4.~.:::.+No.63-70-179........................................ Filed in Register's 0 ffice,§.~.Pt.~~.~.,..19 7.9 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut A ppra,isement, Appeal f1'om Appraisement,. Entered and cluJrged,.. .' I AND AGENT OF THE COMMONWEALTH Rlglll.,of Willi.Ag..t~1·~- - -------------.---------------------;~ OEDl1cnONS ALL.OWEO IN ..!. THE SUM OF ~J.1..~.=Z~~..~ OATE ",ROY.O C<'':::_~.=.L~..~~~lAA"I STATEME~T OF DEBTS, AND DEDUCTIONS COUNTY~F '--WashiIlgton rOlm flee 0 ~~, ..'J •C"'FICE OF THE~~"J .,.,.• ~•.,~'~'R::GrSTER OF WILLG ESTATE OF LOTTIE H.CREE ,DeceasedLATE OF ,r'"Washington County,Washington,Penn- sylvania DATE:OF FILING APPRAISEMENT ~S::.;e=p:.::t::.::e::.:mb=;.::;e~r=__.::2:.::3::"'L;1:=.::::...9:tQn:0'"'DEATH February 13,1970 "MOUNT 286 50 - D"n:NO.01' VOUCH~1it- Dec.15 I Dec.15 II N"ME OF PAYEE Carrie Cree,Executor Greenlee,Richman,Derrico and Posa REMARKS One-half share of Executors' Commission Counsel Fees 143 25 ~I \ r----t--t----+-----------·---~I-------------4----+--- iI---+--t--+--------------~-------------+----+-- COMMONWEAL.TH OF PENNSYl.VANIA I COUNTY OF Washington SG: ¥..We,George J.Thompson an Carrie Cree.:.;.;:~-..;=::;..=...-~....::.-=-...:;;.:.:.::~~.=..:~=:.::.:.::..__=_=:.::.::.:~=..:..::.....H£RE8Y CERTIn'.THAT.TO THE BEGT O~·our ~NOWL£OGEANO SELIEP'.THE FOREGOlNG IS A 1;'6T.ANoD T~It Slt5'EMENT 01"DE3TS.FUNERAL EXPJi:NiiES AND DPENlIlJI 0" ....DMIN:STRATION GUDMITTEO TO THE EI5TATE 01"ott~e •re~DES.EA.~.DEDUCTIONS FOR INIo4ERITANC£TAX PURPODES.~r .,~~--.~"'/~--....-..-.- I, \., form He C·lO c ;i---,OFFICE OF THE 'I"••..~t:~J1TER,OF WILL6.vra5n~n,g~£m OF COUNTV AND AGENT O~THE COMMONWEALTH STATEMENT OF DEBTS AND DEDLfCTIONS DEDUCTIONS ALLOWED IN THE SUM OF ••••••••••••,_...•.......• DATE APPROVED ••••••••._._..__. Rlglall'ot Willa.Ag.~1 LOTTIE H.CREE,Deceased Washington County,Washington,Penn- ESTATE OF -------------L.AT&:Of'sylvania September 23,1970 February 13,1970DATEOFFILINGAPPRAISEMENT__.___DAT&:OF DE:ATH -----=-_-..;:..-._ Ned Iams,Collector 1970 School Tax 36 27 Malcolm L.Morgan ,.Treasurer 1970 Washington County Tax 10 53 Ned Iams,Collector 1970 Fire Hydrant Tax 1 75,.,Anderson &Pollock Liability Insurance Premium 10 00 DATI!:NO.01' VOUCH~" 1970 Nov.16 Nov.16 NOV..Lb l'l'lOV..Lb i I 1971 ~ug.14 Aug.24 Aug.24 IAug.24 Aug.,24 [Aug.24 Nov.24 Nov.24 I I 1·'lOV.~4 NOV.24 NAME OF PAVEE Ned lams,Collector Anderson &Pollock Anderson &Pollock Malcolm L.Morgan Ned Iams,Collector Ned lams,.Collector Bennet Real Estate North Frankl~n Sanitary Recorder of Deeds I REMARKS 1971 Road Tax Fire Insurance Premium Liability Insurance Premium 1971 Washington County Tax 1971 School Tax 1971 Fire Hydrant Tax Realtor's Commission Stamps on Deed North Franklin S~wer North Franklin Transfer AMOUNT (5 m 31 00 ......10 00 50 DO Stamps on Deed 50 JO 'I!'llN,r:::IO:-::V::-,~""2'r~4r-+---kWi:!ir-:;1;:1;-:~r-·a=:m=-;;G-.-;:;N;:e-:a:-:;l~F::;:un=e::-r=a':;'"l---t-:B:-a-:l;-a...:n:...c-e--o-:f:-:F:-U-n-e-r-a-:l:------t---T--I IGeorge J.Thompson,Executor one-half share of Execu- IL..UV.~q ~c..1.:> Home l"ederal Housing Adminis- trat~on Expenses Payment of Decedent's Note and Interest 429 SO 708 ~O 143 :5 INHERITANCE TAX PURPOSES. ~l..Urs L:omnu.ss~on ,~COMMONWE~TdhfF PlNNSVI..VANIA ")a,ng on he: CQU oGegr~e J~~aeffipsen ~n~Carrie Cree'• --....::::~,:,OC::--------------------_--H£REDY CERTII"Y.T~AT.THE BEeT o,.our. x I..~ MY KNOWLf:OGE I.NO fl'---{.THI!:FOREGOING 1~~~~e'NH:Rl(!lir@!~:FEMENT Of'DEBTs.FUNERAL EXPENli,§:AND EXPENsa 01" ADMlN1GTRATION 6UDMlrrEoT.,E f.5TA.TE 01'OJj;,C~l).Aa DEDUCTIONIO ~OR --~,..~*Ef€~TJu~~~~~on---_--_(L.Ii.)~'.-"~'"SWORN AND SUBSCRIBED BEFORE ME THIS __~~_-.uD,AVC>I' _-_-_-_-_-_---_-_-_-_-_-=--=--=--=_IQ ~_--==~,·5<:~;::_;:j::;;_;;:;_;;;;::;;:__-------(L.S. ) "arrie Cree \ .'-- Form RCC·10..\ \.1 ~.....-,'\ \.<--_\.'",FICE OF THE -'c\ \..r "RliGISJ:ER OF WIL.L.ScWash1ngton OF COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT O~DEBTS AND DEDUCTIONS DEDUCTIONS ALL.OWED IN THE SUM OF ••.•..••.•.•$. DATE APPROVED ......•..._.. LOTTIE H. ~VllmFaa-----::----:-~;---...-::;­September Regi,ter of Will.,Ag••t February 13,1970 DATE OF FILING APPRAISEMENT DAT&:Of'DEATH _ DATI!NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH~" 1970 I Feb.C1tizens Water Company Water Bill 6 34 Feb.Ambulance &Cha1~Service Ambulance Bill 20 00 Feb.West Penn Power Company Electr1c lU.L.L 18 70 .t·eD.~O.LumnJ.a uas uas JjJ..L.L q~tHJ Feb.17 Russell Marino,Register Letters Testamentary and of t'lills Short Certificate 14 50 Feb.18 Washington County Reports Advert1sement of Executors' Notice 14 00 Feb.26 Observer Publishing Company Advertisement of Executors' Notice 14 00 Mar~11 Nilliam G.Neal Funeral On account of Funeral Home Expenses 575 00 May 18 Citizens Hater Company Water Bill 6 23 May 18 Columbia Gas Company Gas Bill 82 06 Hay 18 Bell of Pennsylvania Telephon~Bill 11 26 May ·18 West Penn Pmver Company Electric-Bill 7 91 Hay 18 Mr.Comedy Jan1tor1al Serv1ce 8 50 June 2 Russell Mar1no,Reg1ster To file Inventory 9 50 of Wills July 14 William G.Neal Funeral On account of Funeral Home Expenses 200 00 July 22 Anderson &Pollock I Liability Insurance Premium 10 00 July 14 Anderson &Pollock Fire Insurance Premium 27 00 Nov.16 Ned lams,Collector 1970 Road Tax 5 27.... ~~EALTH OF PENNSYLVANIA }s.:C TV OF . I,HEREBY CERTif'Y,THAT.E 8E8T 01" MV 'NOW"O.~A'U$T AND VRUE "AV'M""V 0'DEBTS,I"UNERAL EXPENS NO EXPENSD Of' ADMINISTRATION SUBMlrr 0 THE E5T...TE OF O~-,."C.AS DEDUCTIONS FOR INHERITANCe:TAX PURPOSES...~(L.5.) SWORN AND SUBSCRIBED I!lEFORE ME THIS DAY 01" "'-~.. j ,\._-------~......------- . - .-" L-_" --------..-----_.~-------,----:----------~----------~.-----......----"--,---.-.--' RECEIVED TWO HUNDRED NINETY..SIX and 00/100 -----------------.,.,------------dollars representing Pennsylvari'ia Inheritance or From:ATTY ..GREENLEE_RICIDlAN,DERRICO ff PCSA Estate Tax due from~the following estate: J File No.63-70-179 2%Tax on $---------$----------1IiI 15%Tax on $$1. Address 325 WASHINGTON TRUST BUILDING WASHINGTON_PENNSYLVANIA 15301 2-3-70DateofDeath -t 6%Tax on $On Account 285.85$---------·11'11 $---------0 Date of Payment __D_e_c_e_m_b_e_r_l_6_.=---1_9_7_1 ~ LOTTIE H.CREENameofDecedent-----------------1 %Tax on $$------I!I Estate Tax,Act of May 7,1927 County W_AS_'_H_I_N_O_T_O_N -1 Remarks: MJR I / TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of~%from 5-13-11 Dateto _ 285.85$,--------0 $--------1" 10.15$,----'------·"1 SEA L TOTAL AMOUNT PAID 296.00$========I~I NOTE:This Tripl;cate Receipt ta be retainedJ8awft?wl'ses.~',/!j"'/y~~,. R d b'"",~,;I I /;,\,'V"~i',.eceive y,,'".,..:,~~.....,-','",'--'''-'''J. NOTE:In accepting 'the transfer inheritance tax on future estates,prior to the death of the life .-'''0...,.,_,r,(Signa"t 1 ur,er--'i''J', tenant or tenant for years,as evidenced by this receipi,it is understood that the Commonwealth shall )I r } nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of the ':.,>.,::-,/,,:,:./0 H t.).~..A....t_~ life tenant or tenant for years whenever it appears that such additional tax may be legally due and -.....:I"~(Titte) collectible for any reason whatsoever,'.,.'<