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Home My WebLink AboutOC1970-0229 - ESTATE OF LIVINGSTONI J , ard;mmoulUtaltq of tI1tuusyluauia.! .-~.t I1T t BB:_aB4flug on ~ouu Y.! KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 9th day of March 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 Robert L.Livingston,A/K!A Robert L.Livingston,Sr.A/K/A R.L.Livingston late of McMurray in the County aforesaid,deceased, "(a true copy whereof is to these presents annexed),was duly admitted to probate;and Marjorie L.Aires,now Marjorie L.Ford and Robert L.Livingston,Jr. the Executor 8 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 Ma.r jorie L.Alre s ,now Mar jorie L.It'ord and Robert L.Livingston,Jr. committing unto Them the administration of all and singular the goods and chattels,rights and credits,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 n i nth day of.March jn we Yt:ar of our Lord one thousand nine hundred and Se vant y ...........................................................::Il:z..~. Register , i I~l 1£rttrr.6 Wr.6tamrutary ESTATE OF Robert L.Livingston A/K/A Robert L.Livingston,Sr. A/K/A -R.L.Livingston ~2 j 1"_..,...~ ~,,,.,. ~...~~..... ,:1 LAS'l'WILL AND TEST'PJ1ENT•~.;<';"-"!.~~~ ,Pittsburgh,Pem1sylvania,being of ,sound min;~,.and-di sposing I;??:,.r .".:f':2.~"...~'~':~........-~.'t,"';.-~~,;~~~memory,do hereby make,publish,arid ..declare'-'this as and-for 'my :Last Will and Testament,hereby revoking any and all former Wills 'and Testaments by me made at any timee };~'i.~'s·t~,:"-;r""dire:;t 'the p~~ym'en~t 'of:'(~l'f'of>mj:')11s ir ~d~bt'~t:;-",:'".;. fune\:>~~i jexp\~h~~'ei8;"iridt t'h;~:~'iperi'sE~s~b'i''th'~'ad]~ihi's'trat'i.o~·{of'fny"1 1 ~''''.···-'",1 ......~.,.q'l -n ~"'~~";.:'.,i ~h,.'.t.~.'p:('0 "..__.Of..}..:".•::~.-~~:..._~~....,II '".....,.!(","",'''_';I'~'.".'..Second :.4,'AIT''O'f"my"estate',~'r;6'al;'pe'p:s'onal 'and'mixed,of whatsoever nature or kind,and wheresoever the same may be situate "'.....-...\'~ at the time of my demise,I give:;;;:dev±se''''''anal'b~q~~e'~-{h'';;unto:,_-mV)•/v .-~'..."....."'~-'-''''-'-''''''''''''''-''''''''''''''.----,...~...::"iLH ......'~"..-~_.·w,......~••~.... ,wife,Mildred ~LiVingston,the same to be J.!l.6rS absolutely and.. iforever. Third; IJ ,-'-J'<./ (....:;;.~_{':...,-"::"',-,~~.......,'~{.,.,.-~..•:..-.;j~.,...."...s.~,J"'~.~~"":'"."I;,!"'-"].~,<.~ In the event that·::omy-·,said wi.f,e ··should-predecease,--. .me,th~n I give devise and bequeath my entire estate aforesaid, share and share alike,unto my children,Marjorie L.Aires and Robert L.Livingston,Jr.,to be theirs absolutely,and provided !further,in the event that either ofnry said children shall not be [living at the time of my demise,then his or her respective share'r :shall go unto such of'his or her children as .may survi~e me, per s.tirpes and not per capita,provided that in default of any ;01'said issue,then said share in my estate or a deceased child ; shall go _to such of my children as may survive me. Fourth:I do riarne constitute and appoint my children, ;Marjorie L.Aires,and ;Robert L.Livingston,.Jr.,to be the Execu- !tors of my estate,with thei'ull po\ver.,,'to sel,l and dispose of myi 'real estate,at private or public sale,without order of Court, if deemed for the best interests of my estate,and to make,execut , •51.,__ L-......._--.;._~.__-..;.~....;..._ dealing with the S2~e. {, Witness my hand and seal this 1 and deliver,deeds,or other ins'truments in writing for the prope~ I day of November,1956.I ·f t(1.S.H------; I lSigned,sealed,and ackno"l-.J1edged by the foregoing Testatol" Robert L.Livingston,as and for his Last Viill and ~'es tament,in I the presence of us and of each other,who hElve hereunto subscribe::l our names at his request as "\...ritnesses thereunto on the said date.f I ,,.~:. Affiilauit ®f 1fxrrutnr (@r A~ministratnr ~tutr of JrnnDylnuuiu.t DD: ClLnuntg of lIuDQingtnn ~ Personally before me,the undersigned.authoritYra :..in and for said County and State,appeared ~.~:.?.~:.=:~.~~:.~~.~~~~~.::.:~..:~.:-.~.:~~fo~~bg ~lily sworn according to Law~dl;POS~and saJ!.!that/t hr arl:§the executor~~~IDt of the estate ofRobertL.L~v~n s~on,Sr.,a/k a~b.f::tLtvi~§~tg s.to.n aZkl..a deceased,that the foregoing sched~les.constitute a complete inventory and appraisement of the real and personal estate of...F..Q.b.e.~.t...L.".;..LJ..y..;Lng.s.t.Qn.., 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 Executor Administrator. Sworn and subscribed before me this,6?~~~~:e at!:r fl~' daY..~:.::.~:.:::~~~~~;~J::=.~~~;:&~... 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lIuututnry nUll ""pprnispwput of the goods and chattels,rights and credits which, were of l3g~~.£:!:~.~~.~.y..~.~.9..?.!:9..~late of l;::.::=g·~.:t;:~~.E;~.~~~~~.~~.~p... ,'J Washington County,Pa.,taken and made in conformity with the abave affidavit. .J PERSONAL PROPERTY: 1968 Chrysler Sedan 1958 Vo1kswagon Sedan Mellon National Bank and Trust Company DOLLARS 1,890 PO 150 PO CENTS Registered in name of R.'L. Savings Certificate 16478 Savings Certificate 45075 Pittsburgh National Bank Livingst9n , $7,051.53 $8,058.89 Sr. I 5,110 ~2 Registered in the name of Savings Certificate 7920 Savings Certificate 5230 REAL ESTATE: NONE R.L.Livingston, $5,054.11 $10,110.28 Sr. 5,164 ~9 TOTAL:$~2,314 81 .T' , .•., ('" '"~'"~<:<1l~.,..~~0't"-=.~~\:l ~;:l \l:I..~Vl ~~~"l:i'C)~~~~I1;;. 0 <1l ~~~<1l;:l ~.... i. (. STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountants being duly sworn according to law,depose and say that the above account as stated is true and correct as ."tb.E?.y __.verily believe, Sworn and subscribed before me this ~_?:~g.. December . ,day of ,_..___... ...19_1.Q . ..........~..~:. ,ROWENE EBElING.Notary',Publia My Commission Expires Februa.ry 8,197a -Washington,Washington Couo;ty,Penna.,:,',.'. Washington County,ss: ..• "~'.. i!/~.~..t;.IM.". I do certify that I have given legal notice to all persons .concerned of the filin'g ,of the within account in the manner prescribed by Statute apd Rule of Court,as evidence by proofs thereof filed to No .p_3_~.2/'"::L -.---..-.. .Witness my hand and official seal this__lE:. Register of Wills ---~-- Ill!...!-I:........-0 ~l ~=~::l 0 cd ~'-...i ....0 .... .(=0 =.~~i :!l ..:0 ::l ~)~c!III 0~......-..'-...,....t'r r·~r ,Q <.) IIII 0:I_I .......<.)a.....I··'I 0 <CV)+J!J J =1 0,'''~'4 ..".-;".,;'~....:~..:"':Ul::~h C!s:::tyl:'t:l III 0 l'III 6 ... 0,d.'U!c tll Ir \j ,~"l OS',....~'1 i::l+J'+J:!-Ii •.-1 drIll it ~III :,9r;:..Uli Ui oi :>'"rtJ i::l<D :<.)~0 tJi oil ~~•.-1 til ~iE 0 N e:,D..... ril C!c'H I-i 0 ....t....<Eo<•.-1;..-I!.:~=><\0'1,<:>i :>:H:.RUSSFll • t ~t~"i 0 ::l ril ~N!Eo<•.-1:...~4......""'1 h 0•.-1,H <.)Ul REG'sn·q <.)N:ril H1 ~(J)!u I\..i ....j \OF l'/ILlS cd I'..-I!+J ~\VASH!~IGTON ...;i::l ~01 .:.:!-I:!-I CO.,f)f '~:a <D -1':Hi ~0:(J) 1 r ,..\.........rtJ \:Ii 'ri .0 0 .~'bJJC"1:+Jj .J-l!!-Ii 0 ....<D<D ~~~!!-I:!-Ii Ill:P::~,Q ~I ....(J):(J)i 0 a.o!..q '0 i::l.~ 0 0:0.c 't:l 1', P::!P4j III i::l ,,;Z <..... ".1 .•• -----_.~----- I. \ ,...\.-J ". / ,,- " ..- " ·' ,/, The Court is respectfully requested to determine proper distribution in this estate. ~)&~P~7);(1 .,..~" •Counsel for / FIRST AND FINAL ACCOUNT OF MARJORIE L.FORD and ROBERT L.LIVINGSTON,JR. Executors of the Estate of Robert L.Livingston, Deceased. The Accountant is charged with the following: As per Inventory and Appraisement $32,314.81 Total Assets of estate $32,314.81 Tbtal credits claimed by accountant 7,089.52 Balance for distribution "$25,225.29 ! ", The Accountant claims credit for the following: j., Marjorie Ford columbia Gas West Penn Power .Gimbels Joseph Horne S.B.McWreath Hamel Mortuary Pete Donati Malones Trinity Church Trinity Church car repair services services milk flowers flowers 125.0 27.0 11.2 46.4 34.5 11.9 1,722.1 31.8 15.9 50.0 25.0 Russell Marino Itrs.&s.c. washington County Reports advertising Bell Telephone services Forest Lawn Gardens 14.,5 14.0 26.3 450.0 Bloom,Bloom,Rosenberg &Bloom -atty.fee Herbert Sonderson Observer-Reporter Internal Revenue Dr.Donaldson St.Clair Hospital Forest Lawn Gardens Russell Marino Russell Marino house appraisal advertising 1969 Tax services head Marker Inventory and bal.Itrs. Account TOTAL: 1,105.0 39.0 52.0 600.0 12.0 $7,089.5 1,Q/.3<tf, Observer·Reporter 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:. Personally appear,ed before file,a Notary Public in and for said County J and State James S Lyon who being duly s,worn according to law,deposes and says that he is the ..J;~Jt.y.i.c..~.~p..~~.~..'L of the Obs:erver Publishing Company,a Penns,ylvania corporation.and its agent in this behalf;that the said Com.pany is,the owner and publisher of the Observer-Reporter,succ'essor to The Washington Observer.established Septembe,r 18,1871,and The Washington Reporter,established August 15, 1808.a daily news,pap'e-r of general circulation.printed and published and having its place of busineS's at Washington.Washington County,Pennsyl- vania.where it or its predecessors have been established and published continuousIy for more than six months'prior to the publication of the notice hereto attached;thllJt the printed notice or advertisement hereto attached is a copy of an official advertisement.official notice.legal notice or legal advertis,ement.exactly a:s printed or published in the Obs'erver-Reporter in "'~_._~~,---14iIi,,_~;; 1 Executor's'NO ICE ESTATE OF,R,ober ingst"on,a/k/a Robert ,L...on,Sr., a/k/a R,'L.Livin depeased'late of McMurr ashingtdn .County,Pennsylva,",,(,'Letters Testam\\ii llpon ;'the above estate'havi ,,·gra.tite,~ to the undersigned;,'sons,h.a.Y:lng claims ,against .the;estate;arerequested'to make·kfiown the sa~netotheundersignedorhisattorney .andall persons indebted to the de;jcedent'are requestedJ,to·make.pa,y, ,ment to the .undersl'gned withoutl delay."'._Marjorie'L."Ford., Robert L.,.Liyingston.Jr.its regular editions on the following date or dates;R.D.#2·...".{, Claysville'.,PemlsylvaniaMarch1118and25.1970 BLOOM.'BLOOM,.''-',.~..................................,...... . ...~......_...........................'ROSENBERG st,[BLOOM,',c,'.' ~t~:~.%;;e:':a~:~~::dt~~ti~';Va':fv;::~;:~~i~d C;;:::i';.~r,o~~;tnt::;~,~,~th~~~r~~~t~~~{rf~~~*;Bld\*~:;.,!.f,.: tions'of this affidavit as to the timr;jlaCe and charac~~ILlation L.~...'.'.7Q59':W.eq:[31 are tnre.~L':::=~9~tt.-_ Sworn to and '"~'~~:~:?il,~;/ WASHINGTON,WASHINGIOr~COUNn MY COMMISSION EXPIRES MAY 6.1972 ,Washington County .Reports- Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}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 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: ........M.ar.ch 12 19....,...2.6 .l9..1D.. Estate Notices ;.~ The Register of Wins 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. •••••••• ••••• • • •• LIVINGSTON.ROBERT L.~a/k/a ROBERT L.LIVINGSTON."SR..a/k/a R.L.LIVINGSTON.Dec·d. Late of McMurray,Washington Coun- ty.Pa.Executors:Marjorie L.Ford and Robert L.Livingston.Jr.,R.D,#2. Claysville,Pa.Attorneys:Bloom.Bloom.Rosenberg &Bloom.200 Washington Trust Bldg.., 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 allegations of this affidavit as to the time,place and char~r of the publication =w..():t.Z)ll:.~:L_f{__&:.~'L/ _.---------'------(Edit~r- j Sworn to and subscribed before me this ._~--_._--.-. ......??..!.~~y of M.a.r.cb.,19 ZQ . .........~£-r.~....~2U.;f!-~~ Notary Public ",'THERI~IE C.l~iCHOlAS,Notary PubliCW~sr.I[:~t();),Washington Co.,Pa. r.ly C~mmissjoJ Expires rIG\'G!Tibc~1,1973 ----~;...-_.~.....-"" <lrnurt nf Qrnmmnu ®rp4au.a~· In the matter of the Audit of Account in Jlea.a nflta.a4iugtnu <lrnurt lBiui.ainu <lrnuut!} Estate of_---:R:..:..:.o~b:..._e_r_t_L=_._._=L=_l_·v_i_n_g~s_t_o_n____=_,{ TO THE AUDITING JUDGE: 63-70-229No._---'----..,.---..,._ Enter O_ll_r .appearance for •ft Marjorie L.Ford and Robert L.Livingston, Jr.,Execlltors of the Estate of Robert L,Livingston 18th day of March ,19~ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,wHh 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.63-70-229 In re Audit of Account in Est3ite of Robert L.Livingston " AUDIT 'ra.crip.c fnr App.caraur.c FOR Bloom,Bloom,Rosenberg & Bloom',attorneys for Marjorie Ford and Robert L.Livingston, Jr.,Executors ... ---' <~~ If ~ ..~-A.. u:::> ::::::0- ,....-""..j-,.,~.--- '" rej ;:=<f).-~--,,--=-~(/).=';fl ;":;~~:~~~J -I :Xl ~_-i=" :?,r', .zC..'";",~7~_ o _~-:;.'~.:::::;:;. .r :;-~::: :::E :;'3J>Pl :;:0rn........c::::::l'i:. -0"'-0 ~J:L-fJ1 W BLOOM,BLOOM,ROSENBERG &BLOOM Attorney ~2 Testate Form PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY /' Estate of ~Q~.;:~';I;~.~~.~.Y.~.J;f~.$.~9.J;fL.. ...................g..~g~.?-§.~g..!. N 63-70-2290 . Fiduciary ~QRIE L.•...E'.QRD..a.nQ.. Deceased Date of Decedent's ..R9.~~R~~.'!•••~J.YJ.NG~~.Q~.,J.R.~.,' Executors Date of death f.~P.~~,g~f'.Y ?~.(J..~1.9.Grant of Le!fters M:~..9.h ~.L.J:..~~.9.. This is the ~~.;:.~:t::~~~~i:~~~account filed in this estate ,I If there have been former accounts filed in this estate',list file number or number and term :N~.~~. •I J .---_-__-____--__-.•..--_......•.........__j-_.._--_---. Election to take None ~.(cross out one) Date Election Place of; Fi led ~9.!?-.~...................Record ..~<?!?-.~. Name of surviving spouse ~~.~~E~9...~~~~y.~.l?:~.~."!:~.~:~. 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 Mildred G.Livingston Wife Entire Estate List,if exceptions to above:..~:Give Cause:NONE If partial intestqcy,give facts:None 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.x!m{ If any exception give cause:.NO.ne . File copy of Notice and date of mailing Feb.r.uax¥26y •••J,;.Sr7.1 .......•............~. Is estate subject to the filin,g,of qFed~ra'Estat~Tax Return?y~.s . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.J,..,.l?Q.~.QQ . JIftheWillmakesanyportionofestate subject to a life-estate,give name and birth date of life tenant l'l:Q.Q..~. y ~• ......-----_--_-___-~_-_-__- - -..- ----",-----_- ----. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None \ Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: Amount paid on Inheritance Tax Amount paid for Federal Estate Tax $Z.5"..Z.2.5.A:Z.9.. $.N_9.~~__._. $1,320.00 732.30 Total additional credits (Subtract) Balance for distribution II _0 $.__._.?~_Q~.?.~.~.Q . $.~}.'..~~.?:.~.~. ~.; If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); 1968 Chrysler Sedan 1958 Vo1kswagon Sedan J ~afan~e {ri'~ish $1,890.00 150.00 "", J\. '-l J .1-1....i.......;....L ".,',:t:o, .) ,, I'1--. ~.....,". ". -,"'. ,;j \./ If Family Exemption claimed by Petition,give place of Record:N.ane _. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N9.n~. List any advancement or distribution on"account that has been made,and nature and am~untof same:None,"'. ,. Suggested distribution 'of bqlance 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: "., Mildred,G.Livingston -. " I COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. Theoabove named Fiduciary-Oor represenfcitive thereof, being duly s:wQ.r..n _doth depose and say that the facts set forth in the foregoing petition are true to the best of..':I;::tH;::t%"h~.....knowtedge and belief. ..............S~g.~n._.to and subscribed before me this .lQ day of.~1I~19..7.J.. Signature of Officer~~~O.£.f.L . Title of Officer~4w'i1 PiiIU~.MRS.OLGA O.REf.nO SlY""" ••LINESVILLE,CRAWFORD CO.,PA.Office explres ,"'..r(lls.Mar••25-:.IJJ74-•••••••••••••••••••••My CommisSion ..xp •• Entire Estate And your petitioner will ever pray,etc. "L ~~··L·:···~rt···········································. Robert L.Livingston,Jr. ..z~e.~~~.P:.,. '~<I !No.63-70-229 .J /.-<. '... Estate of ~Q~_~~_~__!:-!~_...~;J;.~~g_~_~9kL __... Deceased Fiduciary.._~Q~~~.._~_!KQB-_P.__-~ng_._----- .~Q?~_~~~_~_._~~Y~~_C??~_Q~_,!IR.~__..__._-_.. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conform ity 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 Will. V6.Copy of inventory ond appraisement. vi.Proof of advertisement of grant of letters if not filed with account. 8.Certific~te 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. 1O.Copy of FederaI Estate Tax return if es- tate is subject thereto. BLO.Q!':i.f_._~_~9_Q!':i_,~Q_~_~~~~J3:g ~.__~~QQM ..., Attorney ","~2 " ''ltd "0;)N01~]NIHSVM SllifA,jO tlJLSIf>3U ON!~:V1;1 1"1 :.:I SSnH £'11 6 l·ni ll2 HV~I L 'f"'"H /"I ;\1 ~'~l·"'~-~,J .r...,~_Ii ........d t ... ",", "'.", LAW OFFICES ."BLOOM, BLOOM,ROSENBERG &BLOOM 200-210 WASHiNGTON TRUST BUILDING'" I.C.BLOOM ,GEORGE I.BLOOM MILTON D.ROSENBERG SIGMUND L;BLOOM THOMAS'D.GLADDEN '~ GEORGE.R.t~EWAK~>'1 WASHINGTON,PENNSYLVANIA ..15301'~w .~~~l'.~. ,·Pe})ruc;try'26,1971, '"_~•'.c·.. .,'.".~._1"'",.'. ,\ " " TELEPHONE BALDWIN 5·4100 ,·..Dec~asedlo IN RE.I'ESTATE,OF .' ".,ROBERT"L~ .>.,), LIVINGSTON,.).:No •.6~;;'10~2.29 } ) 'frJ .~. .-t " " .."•..i -,"'J,'his,.is to aclvise'¥9u'tba'.:th.e.,Fix-stand Final Account ofMa'rjo~i~Ford'and 'Rol:iert L.LivLngston,Jr. Executprs,ot 't-lie 'E,state of,Rob,~rtL.~ivin9ston,deCeased, has 1;)eenfiled';ln the ReqlstE:)X'of ,t~111s Office at NO. 63':"70-:229 an(1 that thiEfa.ccountwil1 be aud'ited on March..~'.......,{). 18,1971,at ;lO:O~r a.m~1..at:wh-~ch time and.place'youcl1nbe present if you so'de~i,r,e.'·.'" "Il._,.. ,Sincer,ely'yours,. •'t::' y," ,.:" By'"<;'• .~~~-':",~~ ~~'Mil~onp~:Rosenber9 " .i. i . "MDR/j~.l " .'. ..-.-'"'; , ~. ,. ., \' ,, ,. ...~ " i ' ,,.... .j MOOJ8 18 Dfl;!;isVI'3eOH .MOOJS ,M,Oc)-J~ (J.}-j(p.JlIJ8 'Ieva",1(rr,,¥-'1.tH~AW QfSODS •"_f Atl-1A v"JVa14Yl:ll;:J:.,v'vf8V1lti£lfl,.\i'\! lQ~i!.l1 ~l1<:;':h -:..,i.J't1Y .OOI"~V!A(J.,NJ •• .' ., ",t ;:.t ..1""."...-,~....• '~.., ~~,.Jj-tE ..;;_t ~.,'l';)O-,itb .!AiJfil,)-~;) ~~.i.1i:o.~:.t,JO~.(1 J!fO+,JHl i'-"'":'OJJ;'J;l \U,.jN:,n;,~ ,';'~'t,....+••~.":,_ V'.;;nJCp"iiW .O~Aj\.~<."-)iT .~u\¥.,~a·:rr ·"JID~(.-oJ " c· ." ,.~~r',~~'"~f';·i~,·~~.~_,. .:J) ". ,,':;S'.,l,....t t t'.•~'\"';'.''010'..' •"-.~,... ~."rl':.';l~'._~<""."""".",.t'~""r",)'.'\:',.".,J#~,........".. 'I.c'.:".'t.•..•r.·......r M J.',I,I ,•.nil ,..,~....". ',.," •~:,:':,ti..~,~,_,"i i~1 i',·'~:~i.{l;o(:.;,~J.~,~,,::;~,r ":-."a .f •("l"~~"';:"'I.'~.~.','..""""~..,.,.. j .",r~~~;·"':.~j )~~,.~':~..:t"~,t-~ .~.~;'\:'<:,:''~~~j :~,~:,~,~l:t1#:..oJ '~.'~,;'::~ t"'!t"".'~.....,;1r."\..~r-~~:l~~¥"::. '. '''!.:' ",~~"•"'-.·'~f~{~",\j t-~'. ,'t""I.\':..- ,""""$ ..:::r-' ....~>'~.... ,~::'V~~,... '~-, ~'~,"~':"Ai ~ i·,·~.i'~)L,.,"-~ .r-:- '", ~I....• ,.' .' •. \. ". '. " ..'.(,,\'1'.'.'t ~:,"Ii..'II ~ ';.. •'-. .... ·\.vv7,·tt .~.I-,.>/, .~.;. .' '., .t "• .. J ESTATE OF arnurt u£aruUtUtun JUrns u£IIns4ingtnn arnun1y. 'rnnsylunnin.(0rp4nns'aruurt 1l1ittis~n(~:3-76-:::<! .No:_--!:2:.!::2.L-9~o"""f--,1_9'-17-",Q~_ Robert Livingston,Sr.,a/k/a In the matter of thl;;..e__F_irs_t_,_an_d_F_inal _ Robert T.iviDg~t.nn sAle R I,Y.ivingston Account of Marjorie L.Ford and Robert L. Livingston,Jr.,Executors Balance per account _ SCHEDULE OF DIST~IBUTION ADJUDICATION AND DECREE And now March £.3 ,19-11-,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $23,]72.99 .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;/ Additional credit asked at audit Balonce,1 $23,172.99 Deduct Clerk's Costs &Receipts 1 Attomey -=B:.=::1~oOlB~_=B:.D1~oom¥ilio""'Ro:.:Q,y:s":.loIn....be~x:g,...:.&........Bw.J~QQ1DWIIIoo 1 Russell Marino,Agent,transfer inheritance tax, Mildred Gt.,11.vqston"widow,residue,including cash and a 1968 G~ler Sd.an valued at $1890.00 and a 1958 Volkswagen Sedan va!lued at $150.00,held in kind and distributed as such at the value as shown,subject to contingent Federal Taxes that may be determiiled to be due, 121.71 23012.78 No balance -, .', .. /)1 0 >...:J Z ;.:J ~!!'n".n.1'"....p ~ o ':r ~i c:ll) Jr> ""'*.~3 ~0 0 ~..........~ ., ~0 =... ~~ :f =ll) ..~5, S .' S~ (V")_..w <:0 -'0...Z ..-Jc::n -v ·t)":Iio·0..--0 . I ..",,'''- ...- ...i-":::,-7:......'-'c)' ,_--1 -t::;-- -~:"J :,C'"_..LJ '.)r-"'- " ~:J) "":Z::tJ):r:._._-....:c.:::>0 U) ::c !..:!J "t.c::::3::r--.. J ..IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA . ORPHANS'COURT DIVISION HEA RING ON AUDIT q'HE HONORA BLE :P.VINCENT MA RINO,Judg of the said Court. BLOOM,BLOOM,.ROSENBERG &BLOOM, ESQS.,of Washington,Penna.,rep res enting tge Accounfant. No.229 of 1970 ) ) ) ) SR.,a/k/a ) a/k/a ) ) ) J) IN RE: ESTATE OF ROBERT LIVINGSTON, e(ROBERT LIVINGSTON, ~R.L •LIVINGSTON,>...I -.>-~DecefJjsed.z -- illD. ioI-elZiIII.~BEFORE: \I , \',. and Robert L.Livingston and the attorneys are Bloom,Bloom, '. Thursday,March 18,1971,at 10:00-'o'clock A.M.,EST. ;. Number 229 of 1970,the estate of Robert , Livingston,Sr.,deceased.The Executors are Marjorie L.Ford :TIME: IIII-0:oD. III0: I-~THE COURT:..oU ..I«Uii:I&.o -, Rosenberg &Bloom.Mr.Sigmund Bloom? MR.BLOOM:If Your Honor please,I have all the necessary and relevant papers here and I know of no complications in this estate. THE COURT:Are there any claims of any kind? MR.BLOOM:If Your·Honor please,this estate was being han led 2 I,,: ,, I by my father before he went to Florida.He will be back next week but to my knowledge,eve~ything·isS3t out in proper order in these papers. THE COURT:Is there anyone else in Court interested in this decedent's estate? the Court. -..' ~.zc(>.J>-01~THE COURT: IIIII. ZeI!I~XIIIc( 3= (NO RESPONSE) The audit of this account is ordered clos ed by (AUDIT CLOSED)' If I hereby certify that the pro~eedings and evidence ~re -! "~) ~~01Q .Jc( U.g.., 5 iiiII:~II:oII.III . ~contained fully and accurately in the notes tak.en by me on the hearing ofII:... :;)o~the above cause,and that this ·copy is'a COrrect transcript of the same. c(uii:II.o The foregoing record of t ~e proceedingsnpon the hearing of the above cause is hereby approved and directed to be filed. - -........-...~... I.' I',-•.i:;1...:."l."-..... I' J ,.. I,. ., U .1'.~,J....,~)J.'i 4 l..'"-~-\.< ,ho~O .~$;~, >-111U'>(j).....cr. Z -' -;'rt1 ---i .....' C..1 CZ-n ().,- 0 -= r U r»,~v' (.'.' 'I,.t:;,. ',- ~, , 1 -•.•. ,'. ....~...:. :. ,:,r ;::.l.)'~"\.-.-,,...,It.:.,.."~ ) " , H ,,.....~l ..e• ~.!,-•, '.i I., j' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF:) ) Robert Livingston,Sr.,) a/k/a Robert Livingston,)No.2~9 of 1970 a/k/a R.L.Livingston,) deceased.) PAY TRANSCRIPT The undersigned hereby acknowledge to have received of Marjorie L.Ford and Robert L.Livingston,Jr.,Executors of the Estate of Robert Livingston,Sr.,deceased,payment in full, in accordance with Schedule of Distribution of the Court dated March 23,1971. Russell Marino,Clerk, Audit costs Russell Marino,Agent, Transfer Inheritance Tax $38.50 $121.71 ~~~~- Russell Marino,Clerk ~~ Russell Marino,Agent Mildred G.Livingston,widow, residue of estate $23,012.78 See receipt attached Mildred G.Livingston ..r:::"", IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF ROBERT LIVINGSTON,SR., a/k/a R.L.LIVINGSTON, deceased. ) ) )No.229 of 1970 ) ) R E C E I P T------- I acknowledge to have received from Marjorie L.Ford and Robert L.Livingston,Jr.,Executors of the Estate of Robert Livingston,Sr.,a/k/a R.L.Livingston,deceased,filed at No. 229 of 1970,Twenty Three Thousand Twelve and 78/100 ($23,012.78) Dollars,in full payment of the residue bequeathed to me under the will of Robert Livingston,Sr. • •vMildred.Llvlngston Form RCC-33 RESIDENT DECEDENT ) COMMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF W~~H.~NWI:~Q~. IMPORTANT:This return must be completed in detail and filed in duplicate,.with will attached,with the' Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of _the_JnlJ.erit~nce __~n~..E.!!tll.teT.ax A.ctof lQp1.) and say copy of which is hereto attached.,} ..~.g~.~~I.~.~t~lEr:~1~.~~.:~~T.:;:~!~~~};::U:V;:SOF • •(State full name of decedent)R.L.Llvlng~ton ~~~Kx Late of Wa.sh1.ngto.n County ::.~.:-:;::~~:~:::~~:-_:::::~:}'" ..Ma.r.jo.,r.i..e.L F.o.,rd and RQb.e..r.t L Liv.ingston.,Jr .. X:K~X of the estate of the above~named decedent being duly sworn,depose Decedenidied F.e..b..r..:uax,y ??.......,197,O J testate leaving a last will, (Month)(flay)(Year)LiK'XKMK otherN:m:t:::i:::r::~r::e:\t::;::::}·:Bl()OIt\,:B).Q9m,RQ::;~pPe.J.:=.g~a.JQQm . whom all correspondence should be 20Q Wa::;hingt.onTr:u.stB:u.ilding,Washington,pa •...1.5.30l.......... mailed. Marjorie L.Ford and Robert L.Livinqston,Jr.That as such ,deponent is familiar with the affaIrs of said estate and the property con- (Ex"eutor·Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another;or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- ."....NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Sc.hedule A attached Qereto and made part hereof sets forth full v and in"detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date o~death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date o~death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal saVings,treasury certificates or notes and other evidence 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 Uni ted States,or any state,or political subdivision thereof,or of any foreign country,which are-owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of Whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and 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 policies carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. ~.. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and j~st appraisal of the decedent's interest therein must be submitted.,It should also set forth in itemized form;together -with the'fair m~rket valUe thereof,any other property owned or bequeathed by the decedent at the time 'of death.", The Schedule C attached hereto a~d made part hereof sets forth a true0answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within t.wo sears of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to.whom transferred,.the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent'nature'regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a cORY of the deed,trust agreement or other instrument creating the trust.Thert~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 indtvidually 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 hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of,., death;taxes accrued.charge,able for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein" have been carried forward and properly registered in the Summary. ~~L;;r4· ~···~:s~i~···················..··..····..·_··· ...........R D #.2 _.. (Street Number) ··..·····.c·7~~·v~lf;;~..·;~nl§~tlv.ania .. Subscribed and sworn to before me this . ::~~C~_.~9~:~- .ROWENE EBELING,Ltary PubliC My Commission Expires February 8,1973 W <ill gton Washington County,Penna.NOTE:Before signing ~rr~~avit 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 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE IQA" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be (1 )(2)(3) described by lot and block number,street and street number,together with DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule. NONE Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the lost page of this return. RCC-.35 ,COMMONWEALTH'OF PENNSYLVANIA ITRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,•stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate or 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 MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) 1. 2. 3. 1968 Chrysler Sedan 1958 Volkswagon Sedan Mellon National Bank and Trust Company $1,890000-1..Ji.t.. 1500 00j ~!.III I rC;O.OOI /5"0.0 0 Registered in name of R.L.Livingston,St. Savings Certificate 16478 $7,051.53 Savings Certificate 45075 $8,058.89 15,110.42 4.Pittsburgh National Bank Registered in the name of R.L.Livingstop, Sr. Savings Certificate 7920 $5,054.11 ~~ Savings Certificate 5230 $10,110.28 15,lp4.39 ~~ TOTAL:$32,3~4.81 3;)31'-J.f) / Insert this total opposite "Personal Property",Schedule "8"in X X the "As Reported"column on the last page of this return. f'CC-% rOm'fON'\'K\LTH OF PENNSYLVANIA TRANSFER INHEH.ITANr~TAX ~SSIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)_ (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)_ (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 health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)_ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)__ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)_ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or 0 thers_':-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)_ (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)__ (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)_ 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 NONE DESCRIPTION MARKET VALVE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ·RCC-38 • ,...---. CCMMuNWEALTH OF PENNSYLVANIA 'rnAN~FEH TNHERl TANCE TAX r~SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY percentage Estate Share Valuation I~SrR{TTHHiS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated lmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent.=::;:=;=============~=r======-T·--==-=-=-=-=r========D~scripti.on of Property,Date of Acquisition,Name I Unit Address and Relationship of Co-Owners,and Place ;Value of Record of Instrument,where Real Estate.I Property Interest Pittsburgh National Bank Registered in the name of: R~L.Livingston or Robert L.Livingston,Jr.(son). Certificate 7940 $.4,078.91 Certificate 7946 $11,137.13 $1~,'16.04 e)~bt/lOj ( Registered in the name of: R.L.Livingston or Marjorie L.Ford (daughter) Certificate 26601 $11,087.97 Certificate 26679 $4,100.00 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) nnnltr\WEAI.TlI OF I'E:'\:'\SYYl.:\NIA TRANSFER E\IIEHlTANl'E TAX RESIDENT DI::L'EDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED INTEREST OF(If step-children or DATEStatefullnamesandaddresses'~f all who illegitimate children DECEDENT OF BENEFICIARYayeaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH ...,.,-0 ---~ M;lrl ....An r..T.;'u;wife VA!=: ~ t .- .- '\ I .,.. - \ h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Robert L.Livingston,Sr.,a/~ Robert L.Livingston,a/k/a ....R •...J...~...L:i.vi,ngS1:0n. ~IATTER OF THE APPRAISEf..1ENT (Executor-Administrator must complete "As Reported"column #1.) ~~p.. '"dHo'I:i I'Dh~ y ....,'"t:l ~o ~(!l ~.....~0 ......lJ .......='"'C......Cb ~...,.I-S -0!-'til '0 """'"t:l Cb':"'1 ""1 ~.g ~ Cb........'< ..., ~>:~cr"(p tt:ltil~~.....Cb C1....otiltil v' year . Deceased P.'<THE ESTATE OF OF THE (No.Will Administration Late of .r,..'f':::.Petens...'l:'9.WPsl1,;ip . County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL ''Vd "00 N01 ~N If-iS if/~ S111!,i,:J 0 '113 JS t;).:HJ(\tll\~:;,·;.'-I~-;iC>Q n'.1yrt..<.;I:',.1.*",;:;1J JJ,J A enc:::~II .' ~;>_.~rn-;;-;;-;;....:: g.~~?- :.~:=ri c8 :trJ ~~-~~~~~~ :~::......W ;>::'oJ ::<.n N til......~---:!.lJ =N W:1--':0 I-'Cb_ :~......iI::>'g~....:...•~ :~\0 (X)Cbc..=~N ......~ 8Z ,~Ud 2Z A~~ot, f'Ol··~"3".'-'I I 'I......tf<lJ -111I-,~.-\,",. ....,,.+.('1" ~~.y;.~ ~. '''-s.~ "-~ ?: ~~ ;> 'J: t:l I'l:......... 8"l-.:.>....~3 ~r.c.. • RCC-81 (2-64) \ In Re: COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA.E REFER TO 38-51-6 NOTICE OF FILING OF APPRAISEMENT Marjori 1.Ford &Robert L.Livingston Jr. (Executor ~) Estate 0 f __~R~olJ"b!.!ioe...r..J,jtc.,;....1l.l.j..lLy..j nu,g!;-sw.tJ.L:.ollJnl..L..-""""a~/~k'>./-/~a~_ ______~W~a~s~h=in~g~t~o~n~County -File No.63-70-229 j You are hereby notified that the __o_r_i~g~i_n_a_1 ------ appraisement in the estate of Robert I,jyjngston sr. has been filed in the office of the Register of Wills qf Washington County on December 8 ,19-20.Said appraisement reflects the following valuations: Jt.Hd.~:t5s201!'.9L::.2 _ Personal Property ~J~2~,~J~J4JI-,~8~J----Transfers _ Total ..,-~~51Q.6.;;;.:~{J.,;J~-- As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e __c.,;D::.e::.c~e~m~b:!.:e~r:..-..::8~'L-.=!1.....97~0:----_ DATE OF DEATH:February 22,1970 . Note:This is not a bill. Signed Title k;?~"Jh.A;"1 . W.R.CHANEY.CHIEF APPRAISER ," RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Livingston (Last Name) Robert (First Name) Sr. (Initial) a/k/a DATE OF DEATH_.=:.2--:.2~2::"'-..L7~0_FILE NO.63-70-229 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 1~Jashington 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:_....;:1=-2_-_8-_7:....0 _10./ 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 VALUE AS REAPPRAISED $-------+--i2.i1Lt 81 11),201 92 47.516 73 VALUE AS REPORTED VALUE AS APPRAISED $$ 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 -t= COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on'$----------t-- Tax on $----------t---( Tax on $---------f-- Tax on $---------4--Tax on $-1__ Exemptions========I== Total Estate -1-__ TOTAL TAX 2% 6% 5% 10% 15% * $---------f-- $---------f-- $._--~---+-- $-------l--- $-----------f-- $__---'----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 $t= Add interest at rate of 6%from _____to $--------1 AMOUNT OF ESTATE TAX ASSESSED $------lL- Estate tax paid $---'l- BALANCE DUE $---_~I ___ Add interest at rate of 6%from t= ------ttIO-----$--------l' TOTAL TAX BALANCE $------4PAID$-1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF RR ROBERT LIVINGSTON Deceased Late of .MClvIURRAY.-_. County of )IAS.I:I:r:NGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ,. Fonn RCC-2 .DEi'ARTl\\ENT'OF REVENUE. BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE P..~9~JA1:?.~T "$.,,:1:9.7.9 . COUNTY 1':lashingtoll :::. FILE NO ??.=?..~=.~.~.~".". Whereas..B.Qp..~.r.t.~;Lybng~t.9.P.:J §.~..~~!~b,late of }~~~~'?::~.a.:;y . in the County of ·Washiflgten · ·Commonwealth of Pennsylvania.having died on the 22d day of .f~.P.r..1l,~y 19..7.0 seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I.irJ'.R.CHANEY 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 transferInheritancetaxesatthelawfulcollateralrateonanysuchfutureInterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpol8s $ D""RQ,f'\lITt.T • See schedule liBII attached to appraisement 12.314 81 JT.HELD: See cOpy of schedule liEII attached to appraisement ..l5,2.01 9~ I Total 47,-)16~73" I I .. , " I , I I Having been duly sworn according to law.I do hereby certify that the above appraisement is made in con- formity with law on this .............~~~..day of ............AJ..>~~.........................................................197t.>. ..................UI....£..........(!1~..............................~~... Appraieer .......,................................,............................................................................................."....,................... (Numbet'and Street) ...........~..~~...............................................Penna. (Post Olllee) ~.~- ",I1.?:~h:i,.I}gt9.I},..County ,; .' -....~:~ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of "",Ro.bert",Living.st.Qn...., Deceased. Late of M.~:M~:,i3:1."'H""H'.H H '..H H Date of 'Death,HH~:'.?4.:'.7.O'HH.H..HH.H.H . Appraisellleilt Docket Vol.,HH.3..?H . Page,.H 5.::L.:::-.9.H No..9..3..~.7.Q:::':??9 .. Filed in Register's Office,I:>~~..~$.l91o... Amount of tax due,$H :. DEPARTMENT OF REVENUE Receiv.ed, Examined and Approved,H ••••. Wrote abo.rit A ppra.isement, Appeal ft-om Appraisement,H •••••••• Entered and charged, ....... I,.. '. .- Form RCC·IQ.. OFFICE OF THE REGISTER OF WILLS OF WASHINGTON COUNTY i.J -7~-;<)j STATEMENT OF DEBTS AND DEDUCTIONS AND AGENT OF THE COMMONWEALTH Register of Wills,Ag••t Robert L.Liv.linqs~onL a k.a Robert L.Livinqston Sr.. ESTATE OF aLk_a ROJJert:LivlngstonLATE OF McMurray,Mt.Lebanon ;TownsbJp DATE OF FILING APPRAISEMENT May 22 - 197G\,ATS OF DEATH __:E'~eJ;:bl..Lr:.L]]LCa:LJrw~\L7-£.2.tC.2-.,--l1...:;9;z..7LJOu-_ DATE 2/2[7/70 2/2R/70 2/28/70 2/28/70 2/2R/70 NO.OF YOUCHIli:'JIt NAM&:OF PAYEE lMariorie Ford rtolumbia Gas West Penn Power Gimbels lTo!=:enh Horne Is.B.McWreath Hamel Mortuary !pete Donati Malones Trinitv Church Irrrinitv Church REMARKS car repair services services milk flowers flowers AMOUNT 125 00 ?7 nQ 11 ?Q At:.AQ 1 1 Q() 1 722 1n 31 80 15 90 c:;n:nn ')1::;.:nn 3/9 /70 3/15/70 3/1B/70 3/2b/70 3/2 /70 4/16/70 4/115/70 lRussell Marino Washinqton County Reuorts Bell Telephone Forest Lawn"Gardens Herbert Sonderson hhser~7er-Renorter Internal Revenue pro Donaldson ~t.Clair Hospital ltrs.,&short certificate 14 50 advertisinq 14 00 services 26 33 450 00 house appraisal 60 00 advertisina 1 A Inn 1969 tax 1.105 05 services 39.00 52.00 5/2~i70 Forest Lawn Gardens Russell Marino head marker Inventorv and bal.ltrs. hnn Inn 12 Inn R1nnm "R1nnm Rn .,')1::7n Inn Russell Marino Account TOTAL: lh 100 t· 7 nQO 1::;.') COUNTY OF Washington I.Robert L.Livingston.Jr. INHERITANCE TAX PURPOSES. COMMONWEALTH OF PENNSYLVANIA HEREBY CERTIFY.THAT.TO THE BEaT OF MY KNOWLEOGE ANO BELIEF,THE FOREGOING IS AJUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES 01" ADMINISTRATION SUBMITTED TO THE ESTATE OF Robert L•Livingston DECEAeED,AS DEDUCTIONIi POR ----L.A~AAAA~-A-A ~ff_lL-=...::utAI~__(L.5.l SWORN AND SUBSCRIBED BFFORE ~E THIS 22nd DAY Ot".?(:ff ~~.~~1~~cemoer '"70 ~&oG ----r1'====jV~.--~~:...:.....;====--~ROWE""'U'G.'''''or M"<,- My Commission Expires February 8,1973 Washington,Washington Couoty.Penna. r to (j)cd:Cl 0 -J 0- Z-J <0o :..:t::t- .......J ~.J,.l ',..S' L11 Z C/)trJ (f):::)0 (.;') .,....l:.J <! '-"-C,:::3: " r c c .... r