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HomeMy WebLinkAboutOC1970-0301 - ESTATE OF GRAY,.r"~l -~"-....-.;,.....,..:-~"='.-~-__~,"~-~-~..T!"'!'.l~""!¥"'"'.,!"",.....,.J."';;<.._;::::;~_~~=~,~""'s-- ..~""::... ~1,.,.,-.;. QIommonWtaltq of 'tltnsyluania.~ lIasqtngtou C!Iounty.~1111: KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid J on the 20th.day of March A.D.1970 ,before me, Russe 11 lVIa.rino ,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 Testa.ment of Alice M.Gray late of Borough of Claysville in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and, Robert T.Gray and Gertrude A.Shaffer the ExecutorS 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 grant these LETTERS TESTAMENTARY,unto the said ,Register as aforesaid.do Robert T.Gray and Gertrude A.Shaffer committing unto Them the administration of all and singclM the goods and chattels,rights and credits,which were of said deceased,and requiring Them to exhibit a true and perfect inventory thereof itlto the Register's Office,at Washington,within ninety days from the date hereof,and to render a j~t 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 I of said Office at Washington,this 20th. day of March in the year of our Lord one thousand nine hundred and Seventy ~~;?)~,.....~~."..~~~·~..~·r···;·..·!::~..~~!••~._,.. :;;,Register ";.~...' ..' .l' =;... ~......=:a\I. ~0 as......w M N \S:l I-CJ tfl,t ~fa •Ul ~we \D 0b.,-i......r-I fl,t <~ I,J LAST WILL'AND TESTAMENT I,ALICE M.GRAY,of 'the Borough of Claysville,Wa,shing- ton County,Pennsylvania,being of sound mind and memory and under- standing,do hereby make,publish and declare this to be my Last Will and Testament,in manner and form folloWing,hereby revoking any will or wills teretofore made by me., FIRST •.I direct that all expenses attributable to my last illness and f~neral be fUlly paid and satisfied,as soon as conveniently may be,.after my decease. I~'~o:•."....~'.,.\ SECOND.I direct my executors hereinafter named to pro- vide a grave marker similar to the one now in place on my husband's grave in the Allegheny County Memorial Cemet~ry in Pittsburgh,Penn- sylvania •.It is also my wish to be buried by my late husband's side in the Allegheny County Memorial Cemetery aforesaid. THIRD.'I give and bequeath all of my jewelry,except as hereinafter noted,~tQ my daughter,GERTRUDE A.SHAFFER,and my granddaughter,NANCY JOAN KRAUSE,in equal shares;however,I direct my daught'ar,Gertrude A.Shaffer,to select one article of jewelry and give it to my niece,BERTHA E.RUMMEL,as a remembrance. FOURTH.I give and bequeath m~'dressing table and chair to my niece,BERTHA E.RUMMEL. ..---"'".~-..,.-... FIFTH.I give and bequeath all of my shares of stock in the United Cumulative Fund together with my 14 shares of stock in the American Telephone and Telegraph Company to my grandson,ROBERT HOWARD KRAUSE,an.d appoint his father,EUGENE H.KRAUSZ,testamentary guardian over this bequest until my said grandson has attained the age of 25 years. [~Y',,":--c,",'7'~'~""""~-'-'~'-'":::':=--=-='=-'::'-:::-::::-'~'--'-::::.:......:...::...-~~.-,;......._ SIXTH.I give,devis~and bequeath all the residue and remainder of my estate of whatever kind and wheresoe'ler situate, real,personal and mixed,.to my grandson,ROBERT THOMAS GRAY I I, .. and my granddaughter,NANCY JEAN KRAUSE,in equal shares. I do hereby make,constitute and appoint my son,DR.ROBERT T.GRAY,and my daughter,GERTRUDE A.SHAFFER,to be the Executors" of this my Last Will and Testament. IN WITNESS WHEREOF,I,ALICE M.GRAY,the Testatrix above in the year of our Lord one thousand named,have hereunto subscribed my name and affixed /'. day of Ute d-r,(,'17£'i nine hundred and sixty-nine (1969). my seal,the I' Signed,sealed,published and declared by the above named Alice M.Gray,Testatrix,as and for her Last Will ar,d Testament in the presence of us,who have hereunto subscribed our names at her request as Witnesses thereunto,in the presence of said Testatrix,and of each other. .r""(..'......"v.~ ,,- /"/1....-.., \"'~... 1\ffi~auit (@f itxrrutnr (@r 1\~miuilitratnr J 8'tatr nf 'rnnayluania.!aa: (finunty nf Baa~in!linn Personally before me,the undersigned authority,a ND.tar..y;P..ub.l.ic in and for said County:and State,appearedROBERT....T........GEAY...Al'ID....GERTRJJDE...A......,SHAEFEPlWho,being duly sworn according to law,deposes and says that they a~<the executor or administrator of the estate of ......ALIG.E M G.RAX deceased,that the .foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...ALI.C.E...lVl G:RAY.,., 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,bas u on a just appraisement of each .item made by the above named Executor s ~.0~.d~~~S~~..~~~~=~~~;~~~:O:~~hi,.J~~~~i~~~~2... ~r~':;'.;~F~b'1";:;..1"................)~VJ:~-..,.:~y.C'.1 •"'E~.•AD IONAL 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. S.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 3Jnntntnry aull1\ppraispmput of the goods and chatt~ls,rights and credits which were of ALI.C.E l\1 GHAY..late of .B.Q;r..Q.1Jgb.Q.f.Q.lg.y..~.y..i.ll.e ..-. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS PERSONALTY: 1.Mellon National Bank &Trust Co.,ClaySVille Office, Savings Account No.865 Balance 3/16/70 6,315 52 2.14 Shares American Telephone &Telegraph Corp.,in the name of Alice M.Gray I I 7 Share Cert.No.·63T297516 (8/23/63) 7 Share Cert.No.64XA424007 (61 1164)52-3/8 733 25 3,275 00 declared 3/12/70 payable lrl 50 150 00 350 00 25 00 I pividend of .65i per share,payable 4/1/70 to stock- holders of record 5/21/70,Ex-Dividend 2/20/70 3.United Accumulative Fund U A F -177147 (7/24/69) 500 shs. Dividend of .035 per share to stockholder ~/19/70 6.Dressing Table and Chair 4.Jewelry 5.Household Goods 7.Article of Agreement for Sale of Real Estate between Alice M.Gray,Widow,as Seller,.and Vincent F.MilE~ et ux.,Buyer,dated 10/15/66,of record in Deed Book 1248,page 5,a lot of ground situate in the Borough of Claysville,Washington County,Pennsylvar~a having erected thereon ~restaurant located at the southwest corner of Main and Wayne Sts.in the Borough aforesaid.Balance due Oct.15,1966:r ~..=.i-,,-:' $8,000.00 l i'-•• J ." 7•.Con Id. Financing Statement and Securety Agree- ment between the above parties covering restaurant fixtures.Filed 10/25/66. No.21982.' Balance due 10/15/66:$2,000.00 Balance due on 3/16/70 on both of the above Total Personalty REALTY: House and lot at No.258 Main Street, Borough of Claysville,Washington County,Pa.,hereinafter bounded and described in schedule attached. Total: $6,749.96 17,616.23 6,200.00 23,816.23 .- .~. Description of Real Estate: ALL that cortain lot of gI'o1.'llld sitl1~\te in the Ecrou~h of ·Cl~.yn'i.ne,Y-:sh.Co.,Pa.,froni~ir;.e 29 ,feet,t!~Cl·e or J ens,on tl:e south site 0 f Main St., '.and extending bad:thcrei'rnD of ev-en tvic\th 100 feet, more or leG~,to Scutl;Alley orthe--B.&OQ Appropr:i.- \ation;b01.moeo on the East bJ'lot .fol'I(erly of M.J•.. Fl~lm et ux.,nOl,'of AEc9 M.GI'~Y and en the ",est -by lot ,of H.H.Bell Heirs. BEGIl1ITKG at a point along th2 SOl.:th side of Hair.. Street in tr,e Borough afoI'6sc:d.d at th:.:dividing line betl':een otter property of the late Alice M.Gray hnrete.fore sold t:nder .Art:_cle of Agreement,dated cetobs·r 15,1966,-to ViJlc~n1j F.and Ethel Hiles; thence S.170 E.36.59 feet to a point;thEmce ,5.730 w.8.50 feet to a point,a builcing c(,rner;thence - S.17'°33 8 E.18 feet to a point.,a btlilding COrl1E-r; tl:ence N.73°E.8.33 feat to a point,the div:i.dine line -betl-:een other lot of thusaid AlicE.'H.Gray ("10......,,:.1",..,~~~"'~'7i"'''''·1..~'?.".;'~~··Y~.~'V "f'.""..,.,.~~:--~,~.-+.hl:\;'~w,'.:..~t,J........"_,,,'•.1 v ..............-"...)t._..."J,.,~_:",,:,",._..,..~..•:_..l_,"'"_'..A"......"t;".#8s.17°E.65.30 feet to a po::'nt i:n>the"c~nter line. of South Alley;thence S.800 44'~.32.42 feet to the cc.rnGr of theH.21.3811 Heirs propertJv ,no\q RD;}>'N.Boll;thenco N.17°H.124.25 feet to the Sout;h side of l-Iain Street -in said Borough;thence along said s(::t1thern 1;ne cf I'rain Street N.73°E. 32.13 feet to a po:'nt,the place of begir.Jli!1g. Aecord:hig te,sm.·vey of G.Hn.Sa.'1d£~rs,Sill'\"5j"or, dat.ed October,1969.H;,,,i~g eree·ted thereon a tt-,lO- stor~'bricl;d:-~11i!1g. BTIIKG the gre~_ter part of that s~me lot of ground \olhich t';:l%3 C{ll'lY8~:r-.::d to Lat.;Tenc~C.Qraj'-and Alice H• .Gray,his wife,cated Febr.u~lry 5,19!i'2,of rE:~cord in the Recorder 'a Cffice of ~';ashington Co.,Pa.in Deed Bcolt 651,page 605.The said La~'1I'artce C.Gl'c:y died leaving to survive him,his wife, the said A15ce H.Gl'ay,as surviv:L"1g tenant by the entireties. mIDm and Sll"BJECT to an easement of six (6)feet across the·rear of said ~ot.nOri in use by the Borough of Cla}"Svi.lle as SOl.lth Alley. !' -~- 6,200~00 I 1., ! ,I l " ..: ....... ,-, - r ) l _ j .~ .I, I • t••'..,,." 0\........"~ ~..~0...';I:.l.t.h .........""'"~~h~\J ,V) ~I:.l~~~l:3 I:.l ~\?\::r:...h\:J c.....~Z~....-. ~I -. ~~~~~ ·.'i· , •'t II.;:'!t .•;I RUt'S'-""'''''''',....)1:,~~._l,•I \•I f U HEGISn::r::OF \/ILLS \MAS H'l.l G""'"'<I r,')~t ,1\Ii)il I~.\,.Pl\., ,f. ,. Ii 1 j Ii 1i;jI'II1 I· STATE OF PENNSYLVANIA/ WASHINGTON COUNTY/~55: The within named Accountant:.being duly sworn according to law,deposes and sayS that the above account· as stated is true and correct as .he verily believe.S •• Sworn and subscribed be'fore me this ...P.!:..-:i4..... day of r:;;;/~,19.TL . ~ac;~ Washington,Washington County,Pa. My Com.expires Apr.12,1975. Washington County,ss:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute 9nd Rule of Court,as evidence by proofs thereof filed to No..~3,-:-::1,.(.-::.32a . Witness my hand and official seal thiS 3.~. day of UJvIu.d~.~..v.:..~,,19':://. ~~. Register of,Wills <. :','''1 / ,~-.I';_:"4 [;\ ~",:I,l..~/cP <;-('I I"~!);')ti~!I,n IIt",'"'"I U , FW S~;n.L r:;'"i1HI (\ RECISTEH OF WILLS ¥:ASHINGTCN CO..PA. ,-..<"' ,."..'-, .~. ...,..::t0 01 0 Q)..c:I "'l ..., 0..., J " .I, / \I ~. \' -' ;j , ,~" (.I i !It L ~ .~,... .../.. r\ ., I '.~;.. Borough of Claysville,Washington County,Pennsylvania. TOTAL ASSETS ........•.$24,552.41 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION 241.03 495.15 No Gain $23,816.23 , <, 6,200.00 $17,616.23 ) ) )NO. ) ) Claysville,Pa. accumulated interest @ 6%on balance in Mellon National Bank &Trust Co., of Sale of Restaurant and equipment: 14 paynents @ 106.00 -1,484.00; due The Accountants charge themselves as follows: GERTRUDE A.SHAFFER,Executors of the Last Will and FIRST AND FINAL ACCOUNT of DR.ROBERT T.GRAY and Testament of ALICE M.GRAY,deceased,late of the Real Estate Personalty Sale of Real Estate Interest on Savings Account No.865 To accumulated payments on Agreement ALICE M.GRAY, DECEASED. RE:ESTATE OF To Gain over Inventory and Appraisement: To Inventory and Appraisement filed: Accountants claim the following credits: 1.Malcolm L.Morgan,County Treasurer 2.Schellhass &Son,Funeral Home 3.Aetna Life &Casualty Co. 4.lone L.Ramage,Tax Collector 5.Malcolm L.Morgan,County Treasurer 6.Allegheny County Memorial Park 7.lone L.Ramage,Tax Collector 8.Charge Account 9.Dr.Fred D.Large 1970 County Tax Funeral Expenses Premium 1970 Boro Tax 1970 County Tax Grave Marker 1970 School Tax Debit Memo Last illness 26.88 1,185.00 17.00 56.97 39.76 217.30 125.25 106.00 45.40 10.Russell Marino,Register 11.John J.Hughes,Attorney Advance on letters by Dr.Robt.T.Gray Adv.to R.Marino, 23.50 Reg.,filing I&A 4.00; Claysville Rec.,Adv. letters,12.00;Wash- ington Co.Reports,Adv. letters 14.00;Filing 12.Accountants'Compensation F.&F.Account 16.00 Dr.Robt.T.Gray 608.75 46.00 Gertrude A. Shaffer 608.75 1217.50 13.Recorder of Deeds,Wash.Co.Pa.Realty Trans. Tax on Deed,62.00; Local Realty Trans. Tax on Deed,31.00 93.00 14.John J.Hughes Attorney for Account- ants 1,217.50 TOTAL CREDITS R E CAP I T U L A T ION .....$4,417.06 TOTAL ASSETS LESS CREDITS BALANCE FOR DISTRIBUTION $24,552.41 4,4-17.06 $20,135.35 .~ STATE OF OHIO COUNTY OF (~(YI((t ltD &tJ-. ) ) ) ss: GERTRUDE A.SHAFFER,the within named Accountant, being duly sworn according to law,deposes and says that the above account as stated is true and correct as she verily believes .. SWORN to and subscribed before me this ~L.-__ /M1 Commission expires ----------- ~(~.~-;...- The Claysville Recorder Claysville,Pennsylvania PROOF OF PUBUCATION In qompliance with the Newspaper Advertisdng Act of May 16,1929, P.L.1784,Paragraph 3,Sub-para,graph 25. Commonwealth of Penrn;,ylvania,<5tmty of Washington,ss:~person~peared b e e-:a NO~lrblic in and ~or said County ar(state ~~~ff1..__~o ~i~~~worn .~~COrding to la,w,UO\:.C;s and says that he is the X::fY~----­ of the Clay,sville R.ecorder,and its agent in this behalf;toot the a·bove named penson is t.he publieher of The Cla.y·sville Recorder,eetwblished June 15,1838,weekly new:~per of general circulation,printed and pub-lished a·nd ha·ving its place of bus,iness at Clay.'wille,WaJS1hington County, PenIliSyiLvan1a,where it hIllS been establ~ihed and published continuously for more than six month,s prior to the publioation of the notice hereto attached;that the printed na!iice ar advertisement hereto attaohed is a copy of an official advertisement,official notice,lega1 natice or legal adver- tiSement eXiaotly a·s prtnted or puibJilshed in The Claysv1l1e Recorder in its NOTARY PUBL\C Claysville,Washington County ..~.C.Expires Mar.30.1973IjV,l.y'ClI1ffi. ~-I",EXECUTORS'NOTICE I Estate of ALlCE M.GRAY,I ;,deceased late of Borou~of 'Claysville,Washington County, Pa.,I Letters Testamentary upon theIaboveestatehavingbeengrant- :ed to the undersigned,n·:>ti.ce is I hereby given to those bdebted I,thereto to make immediate pay- ment,and to th~e having claims I Ito present them :00-settlement. Dr.Robert T.Gray •814 Woodawn C.rcle, 1 Chambersburg,Pa.17201 '1 Gertrude-A.Shaffer·19781 Roslyn Drive, Rocky River,QI-.ia 44116 Executors John J.Hugh(·s,Esq.Attorney ·Claysville,Pa..15323 43-3t &S::5Oti:'Ei:t::M:A:I:N::S:l'B:EEf:: 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 ) STATE OF PENNSYLVANIA (SS. Personally appeared before me,a N:>tary 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 official legal periodical for said WashingDn County,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing 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 adver- tisement attached hereto is a copy of a r.otice or advertisement,exactly as printed or published,which appeared in the said iegal periodical in its regular issues on the following dates: .........A,p.ri.1.9.f ·16.,23.,.19.7..0 .. Estate Notices The Register of WiIls has granted I~tters, testamentary or of administration,in the following estates.Notice i3 hereby given to all persons indebted thereto to make payment without delay anc.to thos-e hav- ing claims or demands te present.ehem for settlement to the Exeel-tors or Admin- istrators or their Attorneys. •••••••••0 • 0 ••••• GRAY.ALICE M.,Dec'd., Late of Claysville,Washington Coun-ty,Penna..'Executors:Dr,Robert·T.Grey.814WoodlawnCircle,Cha..-nbersbur-g,Pa.17201;Gertrude A.Shaffer,197E1 Ros-lyn Dr.,Rocky River.Ohio MUGAttorney:John J.Hughes,Claysville.Pa.15323.,. . f, .?.~.~./..da;Of ~~:t;.!.~~,.19/.7..9.• .....~"-dL-L.-<.~•.~~~ Not.ry Public I<ATlI':RINE C NlCHO,.,h"LAS Not.._·3S :n"b~,l'Jashlngt''''1'1 Public1.',."',-"""0'.on Co.,Pa.. ../n r/(pires "f 1.1073 that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said no~~or verti~in and th~f tlXl~~e'.io ofthisaffidavitastothetime,place}Cha>[ct of the p.lic tion rue. 1/~'/Iil/.....".....c,-V ',:l _".---::::::::=--___{;I r•.._h.~.;~ <...~_."-."'. Sworn to and subscribed before me-this.--.----·-.':.',_'"'of','<' ~u :t4~arn1U1 nf arnmmnu 'l~as nf IfUli1]iugtnU arnuuty ®rp4uus'arnurt 1Bittili1nU In the matter of the Audit of Account in '..J J ,. :J!Jstate of.----'.-£!A....L....IuC....E""-.wM......--'G....R....A.....Y~,----'--~--{ Deceased TO THE AUDITING JUDGE: No.301 of 1970 Enter~._--'--_..::m::..VL.-,appearance for Accountants. '--JBcep.t.eJm..bJEU:.L •19 71. 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 separa:e paper. Council suggesting proper distribution shall file a separate concise state- ment in that r.egard. ?12 J~t-~Z-O ~\t'i \0 34. FI ~~:nL~~<,w., No.301 of 1970 In re Audit of Account in Estaite of RUS SELL :'U.r~l HO '..r1EG'iSTEFi.OF WillS WAS,HINGTON GO ..PA. ALICE M.GRAY, DeceasesL- AUDIT 'rttrripr fnr !\pprarttitrr FOR Accountants. JOHN J.HUGHES., A,ttorney ~2 ~.-;.-.;•.I PETITION SUR AUDITt~, IN.THE ORPHANS'COURT OF WASHINGTON COUNTY ,.\ Testate Form J Estate of AL.lCK.M.!y.RAX . ,............................_-_--_._--_. Deceased N 301 of 1970 ...0 ,-. Fiduci.ary p.r :R.g.l;~~r.t ...r.~Gf.~Y ~.~~. .G~.:r.tr.~g..~..A ~h-.~~J~f.,~~~.~~.tg.~~. Date of ,Date of Decedent's death M~~~.b l~.t.h.J..J..~~-Q.•..................._Grant of Letters M.a~~.h a~tt.h.,l~l.O'. .This is the .FI.RS.T.:a.nd...F.lNAL account filed in this estate If there have been former accounts filed in this estate,list file number or number and term __,. ....-_..-_-__-_..--_- -_ _~,;_..--_-_ _-_. Election to take Under or Against will.(cross out one) Date Election Place of; Filed ..N.Q.J;\~fi.le.d __Record .._______. ..'Name of surviving spouse No...s.ur_v.i.v.ing...s..Po.US.e.•........_~·_;.:.._____.__. .... List issue,where material:Not.rna terial Did decedent marry after execution of will?(indicate)~~No.Any children born :Jfter execution of will?(!ndicate) ~.No.If answer yes,name them __..___..·~____ ___..__._,.. Legatees GERTRUDE A~SHAFFER NANCY JOAN KRAUSE (JEAN) BERTHA E.RUMMEL ROBERT HOWARD KRAUSE ROBERT THQMAS GRAY II NANCY JEAN KRAUSE (JOAN) Relationship Daughter Gr.Daughter Niece Gr.Grandson Grandson Gr.Daughter Int~rest Legacy-- Legacy. Legacy Legacy Residue Residue \Fiduciary,if deceased or not sui juris Sui -Juris Sui Juris Sui Juris Eugene H.Krause, Testamentary Guardian Sui Juris - Sui Juris List,if 'exceptions to above: No exceptions. Adeemed:Revoked:.Lapsed:"·-..:"Abated:-~--6iveCause: If partial ir:ttestacy,give facts:.No part;i.al Intestacy. \ Notice to interested parties.Have all parties,having either vested or contingent interests and 011 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.No. If any exception give cause:. Fi Ie copy of Notice and date of mailing Augus:t..2.Q.,.19.7.1 .. I Is estate,subject to the filing of a Federal Estate Tax Return?N9..~~.~:. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $9.QJL.O.Q . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . 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. All 'claimants of whose claims the Executors have received notise have been paid in full. 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: Accumulated interest on Article of Agreement for sale of restaurant &equipment (3 mos.) Total additional debits (Add) Itemize any additional credits not shown by account: Eugene H.Krause,Test.Gdn.Robert H.Krause, Advance distribution to NANCY JOAN (JEAN) KRAUSE,residuary legatee ROBERT THOMAS GRAY II,residuary legatee 1971 Supplemental Personal Property Tax Total additional credits (Subtract) .Balance for distribution $..20.,.13.5.3.5.. 96.97 $....................................20,232.,32 4,025.75 4,271.24 4,271.24 27.30 $120,.5.95 530 .. $7.,.6.3.6.•.7.~~.. If balance for distribution is not in cash,list each item held in kind,giving appro.ised Value (or distribution Value>; Jewelry and Dressing Table &Chair,Legacies Cash and Principal balance due on Article of Agreement for sale of restaurant &equipment to Miles 175.00 Residue ...' If Family Exemption claimed by Petition,give place of Record:.N~H.l.~~:l..~im~.~:~. If F '/E f·'I'd d"I'h'db'f CI'l.Tone claimedamiyxempIonIScalmeatauIt,.glve name,re atlOns Ip an aSls or alm:..~~. .~'$4,025.75 List any advance'ment or distribution on account that has bee,n made,and nature and amount of same: Eugene H.Krause,Testanientary Guardian for·ROBERT HOWARD KRAUSE -14 Shares ofA.T.&T.'stock . 500 Shares United Accumulative Fund stock·...-.,. NANCY JEAN (JOAN)KRAUSE,Residuary Legatee ROBERT THOMAS GRAY II,Residuary Legatee 4,271.24 .4,271.24 25.00 150.00 Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares 'being stated in proportions: c;ERTHA E.RUMMEL,Niece,Dressing Table &Chair GERTRUDE A.SHAFFER,Daughter NANCY JOAN (JEAN KRAUSE,Grand~ter,Jewelry NANCY JEAN (JOAN)KRAUSE,One-half (1/2)Res.idue ROBERT THOMAS GRAY II,One-half (1/2)Residue COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly S:YlQr.D doth depose and say that the facts set forth in the foregoing petition are true to.the best,of their knowledge and belief, '.\'f'. ~S.W9.:r.P.-to and subscribed before .me IhIS..t..d,..:dOY(:::>S.ep.t~~.r.19.'J.,. Signature of offlcer/..L.~..~L~L Title of Offker ~7~~&<. Office expires..&!j ..:I.1..Z.-?. And your petitioner willi ever pray,etc, •'!'. ;? ~ 4 No. Estate of . Deceased Fiducia ry _ . 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:pa ra g ra ph 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,jf pertinent.. 3.Copy of 'Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will.. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens 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. Attorney ~2 .. ., U'-'I [-f)j-l ...... !~L,I"".v fJ72 JAi'l 20 1111 10 34 RUSSEl.L M.4R!NO REGI3TEH OF WILLS WASHINGTON CO .•PA. '"l.'".,' ./ ,, .4..'.., ,'. TO: 'JOHN J.HUq!"'!ES.. ,ATTORNEY AT'L-AW 20:9 MAIN STRI!:I!:T CLAYSVILLE.PENNA.115323-C4'~~w:..19,1971 '. Gertrude A.Sbatter 19781 Roslyn Drive Bocky lUver,'Ohio 44116 Rancy Jean Krau8e 357 CO~uwal1 Rd. Rook,Bl"er;Obio'44116 Bertha B.RUdel 258 MaiD Street C1a,avllle,Pa.15323 Robert B.KraUtle 357 Cornwall Rd. Rock,River,Ohio 44118, Robe~tT.Gray JI Lovebrotb 8t. York,Ifebraab I)r.'Bo'Mrt T.Gray 814 Woodlawn Circle Cb••berabuq.Pa.11201 •! I\ '\ \\ \• SVB.lIICT:EIItate of Allee II.Gra, 110 .301 of UnO d You ue berebi notified,that Dr.Robert T.Gra,and Qertl"Ude A.Shaffer,Bxecutor.of the Last Wl11 .DCI Test.MDt;of A11c8 II.Gra"d-.c.ased,bay.flied tbeir Pint and Pinal Account .at tbe '.boY.'·Dua~r and tara of the Orpbau'COUJ't of I ••blolton County,Pennsylvania,"'Ieb,account baa been placed on the Audit .Llat .~d 9111 be taten up before tbe ••ld Court OD FRIDAY. s~lIIBa 17,1971.at 10:00 A•••,I.8.T.j at which tl••you u'l'I'eaent yourwelt at the Court Bouse In WasblD,toD,PeIl12.,l-"ania,.!hould·JOu laO dealJ.-e • ..,:..,- z~~ Attorney tor Accountants Bncloaur..:CoP1Qt Will Copy of Account • , ,, \ • J... t:-J 1-riJUI:'f ...1,''''J:''- ••..1 •0\".,..1 "O"-A ............ •__\,,,"'(;ll"" .. .. .... :OT ,'.,"l. NO INSURANCE COVERAGE PROVIDED-(See otner side) NOT FOR INTERNATIONAL MAIL "GPO,19700.'9'.4'. SENT TO Nanc Jean Krause POD Form 3800 July 1969 STREET AND NO. P.O.,STATE AND ZIP CODE SENT TO POSTMARKORDATE .'" Ber t ha E..lL.O-Ll.RJ.lulEmUImu:e:t.JlL---~---c-~_~_~--:-::--. ,STREET AND NO. o .258 Main Street POD Form 3800 July 1969 -31iLCD.rJll1laJ...l.-KU.-----f-4+-....:.1P.O.,STATE AND ZIP CODE Rock River Ohio 44116 OPTIONAL SERVICES fOR ADDITIONAL FEES RETURN ~1.Shows to whom and date deli·..:..ve,:::re::;d~..- -...;'-·TWithdeliverytoaddresseeonly6a"""'~___ RECEIPT 2.Shows to Whom,date and where.delivered ..35¢ SERVICES ."With delivery to addressee only 85¢ DELIVER TO ADDRESSEE ONtY 50</' SPECIAL DETiVERY (2 pounds or less),: :'-4sT ,. .,QZ !" LO'a M ~, 00 ~•Q Z ... I ~__~__~__J 0) i.'"'\JN ~ ,~ 0:> NO INSURANCE'COVERAGE PROVIOEO- NOT FOR INTERNATIONAL MAIL (See otner side) 1:Gpo:18700-397.•58 RECEIPT FOR"SENT TO CERTIFIED MAIL-30!( I ~ Dr.Robert ~.p us postage) STREET AND NO.T.Gray POSTMARK 814 Woodl .OR DATE P.O.,STATE AND ZIP c~:n Circle <:0 ~Ll,,(:' Chambersbur .~"'UR."T1:"~"ERlfc!s F~.aA;",,,l7 201 !.Ji ~\lG RECEIPT ...•oW~i:~:~~m and date de~'FEES~/CES ~2.Shows to w~~~ery to address;:e~~Jd fs-'~L~O ADDRESSEE With delive'r:~~e aadndd where deri~e~~';j'"S¢ SPECIAL DEliVERY (2 0 ONLy ressee only ::8S ,.•POD Form 3800 P unds or less)::::::::::::::_S.O£.------'-"' July 1969 .NO INSURANCE '4S¢- NOT FDA 1..~~y~~~~.E PROV/OJ:n ,'" POSTMARK DR DATE RECEIPT fOR CERTifiED MA'L-30~(pius postage) •Q Z SENT TO _yobert T.Gra SiREET AND NO. Twe~.f..th street P.O.,STATE AND ZIP CODE york Nebraska ,NO INSURANCE COVERAGE PROVIDEO-(Se.other side)NOT FOR INTERNATIONAL MAil <tapO,,.,00.•• , .••• --.---'f. (See other side) 6'GPO:1g70 0.391••155PODForm3800NOINSURANCECOVERAGEPROVIDEO- July 1969 NOT FOR INTERNATIONAL MAil P.O.,STATE AND ZIP CODERockyRiver,Ohio 44116 OPTIONAL SERVICES FOR ADDITIONAL FEES • RETURN ~1.ShowS to whcm and date delivered IS-'RECEIPT With delivery to addressee only · ·65¢2.Shows to whom,date and where delivered..¢ SERVICES With delivery to addressee only ·8 DELIVER TO ADDRESSEE ONLY : :..5Od--~'" --sPECIAL DEliVERY (2 poundS or less)·-45¢ SENT TO POSTMARK OR DATE _.Roher.:~l--.-~.au:s.e---~_--:;---L_- STREET AND NO. 357 cornwa1 RECEIPT FOR CERTIFIED MAIL-30¢(plUS postage)~ •Q Z "....... RECEIP T fOR CERTifiED MA.lL--30~(piUS postage)POSTMAR\I. ----;-:'----H------------------·-------------1~--- ill THE COURT OF COMMON PLEAS OF WASHillGTON COUNTY,PENN . ORPHANS'COURT DNISION ill RE:( ) Estate 0:( \)No.301 of 1970 ALICE M.GRAY,(e ) Deceasej.( HEARThfG ON AUDIT deceased.The Executors are Dr.Robert T.Gray and Gertrude A. have claimed,the Executors have received notice and have been paiC St.affer and the attorney is John J.Hughes . appearance Mr.Hughes? Number 301 of 1970,the estate of Alice M.Gray If the Court please,I have the Audit Petition and JOHN J.HUGHES,Esq.,of Claysville,Pa., representing the Accountants. The Honorable P.VINCENT MARillO,Judge of the said Court. Friday,September 17,1971,at 10:00 o'clock A.M.,EDST. and necessary papers in this estate.All claimants who APPEARANCES: MR.HUGHES: ~BEFORE: .!l ?: I:n:l:3: J ii: ill :::I ...ICl:u TIME:D:J., :z: l::.001 THE COURT:(jj;a: IIIll-II:oII.IIIII:..II: :Joo ....Cl:Uii:lLo '/-:,',- ," ir:full.There are no parts of the Will which would require an in- tE rpretation.And notice has been given to all interested parties. The balance for distribution is,providing there are some matters of legacy,a small amount of legacy,jewelry,dressing table and chair, and the balance of it is cash.And also a principal balance due on a .. Article of Agreement for a sale of real estate which the decedent entered into before her death and which has not been fully paid, 2 • <I Z <I> >=a:zz...c. zCI-oZ 1:u:<I~ t-=c Itl- II C..<: C ii THE CO"J"RT: decedent's estate? THE COURT: Court. Is there anyone else in Court interested in this (NO RESPONSE) The au dit of this account is ordered closed by the (A UDIT CLOSED) •( Ii ItII:I-~1 hereby certtfy that the procaedIDaa aDd evidence are contained fuUyl Q. II.It t~and accurately tn the notea takeD by me on t,ut hearing of the above cause,I cc..and tL;&1 thia copy i.e a correct traaacrlpt at.lbe ••me.4 c ~'~~~i;'.._'-.- The tOl'eaoing record of the proc~.upon the heariD,of the ! above l,;aua.i8 hereby approved and directed to be filed . .---'~...I-,-,~,-- In tit!ataurt af·-atnmman Jlrns of IIns4ingmn ataunty. Jrnn!lylttnnin.®rp4nn!l·ataurt Itittisinn ESTATE OF Alice M.Gray deceased No.63 70-301 In the matter of the Firs t and Final Account of Dr.Robert T.Gray &Gertrude A.Shaffer,Executors ADJUDICATION AND DECREE And now January 1%,19~,this matter came on forl1earing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof tre b8lan..c.e for distribution in <the hands of the Accountant is determined to be $20,2 5.U~.and the account is accordingly confirmed;and it i~ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with th"e schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filea sec.reg.or on appeal be taken herefrom sec.leg.. SCHEDULE OF DISTRIBUTION Balance per accaunt _ Additional debit asked at audit 96.97 $20,135.35 $20,232.32 Additional credit asked at audit Bolance,_ Deduct Clerk's Costs &Receipts _ Attorney John J •.Hughes Rus~ell Marino,Clerk O.C.,costs in certifying real estate ~o R~corder, Olga O.Woodwa.rd,Recorder,costs recording certification of real estate,"- Gertrude A.Shaffer,·daughter,and to Nancy Joan Krause,granddaughter,to each an undivided 1/2 interest in jewelry,held in kind and dis- tributed as such at the appraised value,subject however to a remembrance to Bertha E.Rummel $S set out in the will,150.00 Bertha E.Rummel,niece,specific legacy in kind of dressing table and chair,held in kind and distributed .9S such at the appraised value,25.00 Eugene H.Krause,Testamentary Guardian (Trustee) for Robert H::>ward Krause,grandson,specific bequest in t~ust of 14 shares of American Tele- graph Company stock and 500 sha res United Ac- cumulative Fund stock,together with accrued dividends,to be held under the terms of the will,credit to be taken by the accountant for funds advanced prior to distribution by the Court,4025.75 $20,005.52 $19,980.52 $15,954.77 r "\r ''"'0". \'. 0 :> >"'"zg-O'f :J 0 ....~ t:Y . 0 :J'" v-t.a c (1) =(1):J 3 0 .... t:Y 0 0...."'""'"~ " +-\ m a ., * 0 Er "'"....:J'"=.(1) to I ~~ s~::l~~ (\ r )\ I , ) r • ,. Nancy Jean (Joan)Krause,granddaughter,1/2 residue,including cash,an undivided 1/2 in... terest in Article of agrP.lement for sale of real estate upon which is erected e restaurant pro- perty as hereinbelow described,held in kind and distributed as such at the appraised value, credit to be taken by the accountants for funds in the amount of $4271.24 advanced prior to distribution by the Court,7977.3 Robert Thomas Gray,II,grandson,1/2 residue, inclUding cash and an undivided 1/2 interest .in Article of Agreement for sale of real estate upon which is erected a restaurant property as hereinbelow described,held in kind and distri... buted as such at the appraised value,credit to be tak,en b¥the Bcc<;>untant for,funds in the 'L'!' amount of $4271.24 advanced prior to distribu- tion by the Court,'7977. No balance REAL JBTATE TO BE CERTIFIED TO THE RECORDER OF W SHINGTON COUNTY BY THE CLERK OF THE:ORPHANS'COURT DIVI ION Alice M.Gray,devisor,to Nancy J~an (Joan}Kr dev see of an undivided 1/2 interest;to Robert Thomas Gra II,dev·see of an undivided 1/2 interest,each undivided inter st being in and to all the right,title end interest of the dev sor in p rcel of realestate which is subject to an article of Agreemen for sale to Vine'ent F.Miles et ux.,buyer...dated 10 15/66,0 record in Deed Book 1248,page 5,a lot of ground situ te in th Bor... ough of Claysville,Washington County,Pennsyl nia,hav ng erec... ted thereon a restaurant located at the southwe tcorner of Main Street and Wayne Streets,in the Borough a aforesa d. CERTIFIED TO RECORDER:F HUARY 1 ,1972 ,'..-;:-,-------------------~~~ ) ,"'. r r 0'~z ~ .....::l>~n ~,? 0,:r ty c (1) i at ~3 ~07 .0 0 0..........:+(1)......, "0~..... ~:r t (1)=..ta~. ) ta;I ~r ~.~ ~r~ --'.,,-;:;'J f",' .-:,...;rJ)':;0'rl1 if)0 c-C-:l-,;l::r:r:.-.,":::::C;!{/'; ...".-:"J e~.. C')~.,".~,-I ';::::>l_"O.~ -l .'~~_:~;.J '::':C:'":£-,'";D~)',r J a ~-;,~0 =~,0... C',:)r Z-0 r 0»(j)v.J e...v ') ;1 ,) .' "--~ -:: 'I " ,~ i'. ;. , In the Court of.Common P1ea~ of Washington County,Penna Orphans'Court division No.63-70-301 ESTATE OF ALICE M.GRAY, DECEASED. PAY TRANSCRIPT '0 _..t'_• ....;:_..,-.....J I I-'-_,-'r....,~n,::rr ._._._ (f)0 c:~5------.:r ;;;(f)~::::::........(";.;::u .oll:::..~..I \;---;.._,; r:i".)rli r-'j •t -~::::c I -"-,__.__~0 \•._J Z -q :::-c.a \.,. C"")'~__~ C)=3:::::::: ;r-:::,:..:;:, ""U r-~::- ;t--(l)....>,::::;, :.0 JOHN J.HUGHES ATTORNEY AT LAW 203 MAIN STREET CLAYSVILLE.PENNA.15323 (412'66S·7766 ----oi -.."\ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF ALICE M.GRAY, Deceased. )No.63-70-301 ) )In the matter of the First and )Final Account of Dr.Robert T. )Gray and Gertrude A.Shaffer, )Executors. PAY TRANSCRIPT We,the undersigned Legatees and Residuary Legatees under the Last Will and Testament of Alice M.Gray,deceased,do hereby acknowledge receipt of legacies and all the residue including assets held in kind and distributed at the appraised value hereinafter set forth according to Adjudication and Decree of January 19,1972 in the above estate,and do further release and discharge the said Dr.Robert T.Gray and Gertrude A. Shaffer,Executors,from all further obligation therefor in their administration of the above estate. Gertrude A.Shaffer,daughter,and to Nancy Joan Krause,granddaughter,to each an undivid- ed 1/2 interest in jewelry,held in kind and distributed as such at the appraised value, subject however to a remembrance to Bertha E. Rummel as set out in the will, Bertha E.Rummel,niece,specific legacy in kind of dressing table and chair,held in kind and distributed as such at the appraised value, -.ftlvvU1tAI ~6?~~ Eugene H.Krause,Testamentary Guardian (Trustee)for Robert Howard Krause,grand- son,specific bequest in trust of 14 shares of American Telegraph Company stock and 500 shares United Accumulative Fund stock,to- gether with accrued dividends,to be held under the terms of the will,credit to be taken by the accountant for funds advanced prior to distri- bution by the #JJz::jE'Y I~ $150.00 25.00 4,025.75 ._"1~ Nancy Jean (Joan)Krause,granddaughter,1/2 residue,including cash,an undivided 1/2 in- terest in Article of Agreement for sale of real estate upon which is erected a restaurant property as hereinbelow described,held in k~nd and distributed as such at the appraised value, credit to be taken by the accountants for funds in the amount of $4271.24 advanced prior to distribution by the Court, Robert Thomas Gray II,grandson,1/2 residue, including cash and an undivided 1/2 interest in Article of Agreement for sale of real estate upon which is erected a restaurant property as hereinbelow described,held in kind and-distri- buted as such at the appraised value,credit to be taken by the accountant for funds in the amount of $4271.24 advanced prior to distri- bution by the c.ourt,~_ A JL 7,977.39 7,977.38 Fonn RCC-2· DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHElhtM.'CE TAX APPRAISEMENT DATE ~.PT.~.!~.~.~!..~.?.9.J COUNTY ~y.A.§..~.!~9..T..9..~. FILE NO..?~..=..?..9...=~.9..!_. Whereas,A.~.!..G.~H.~G.R.AX :late of 9..J;..Ax.~.YnJ.J;..~.. in the County of ~~~.?.~.!~g!.g.~Commonwealth of Pennsylvania,having died on the 1.9.t..P:day of ~I.~E.~.h 19.7...9.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I,W..~B..~QH.A.N~.x 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. 3T.HELD PERS.: Description of Asset Unit Values $ AppraisementMadeforInheritance Tax Purpoles .If".R~v;nO'r,prrf.P12f).rn7 heln in the 'MELlON NATICNAL BANK,CLAYSVILLE OFFICE,CLAYSVILLE,PA.,in the names Oi ALICE M.GRAY or DR.ROBERT T.GRAY.Pur.7-8-69.Balue as of date of death.$2.500.00 Fully taxable 2,500 00f--------------"'--------------O.-------------t-----tt------t---! Having been duly sworn according to law,I do hereby certify that the above appraisement is made in c<tr- formity with law on this J4..t..h day of :::::..:..:::::::::..::~:~~:~:~:=::~.~!::::..:.: ...........................................................................................................................~. (M\lmber and Street) .........................................................J¥.ASHING.TO'N ,Penna. (Poat Office) ............................Y1ASHING.TO'N .County t ~ , RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...............ALTGE }.f.•......GRAY jj;~~~;;d:................... Late of ...........................,......,CLAYSVTT,f.,F.:· Date of Death,~C!l.~.c:..h l~L 19..7.Q Appraisement Docket Vol.,:3..8 . Page,N o ?}.:..7..9..:..~.9.J . Filed in Register's Office}4.:::-..1.:.4 19 7.0 Amount of tax due}$:. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f1"om Appraisement,. Entered and charged,. <;.': ~ ... ,- ; r·. F'. ... ,. Form RCC-2· •DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APJ?R~ISEMENT J DATE N~y 8..,1.~..7.Q . COUNTY ~~A.~.I.:!.~.~.g~.9..~. FlLE NO 6.3.~..7.Q..~.3..Q.1.. Whereas,.ALI.cE M G.RAY..·..·late of C.lays.vi.l.le .. in the County of w.c:l..~.hJ.~.t..Q.f.l.Commonwealth of Pennsylvania,having died on 16th March 70 .the day of 19 ,seIzed and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,···....··..·......····..··....··········W·.·····R·.·..··CHA·NEY........................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years.the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Assat Values Made for Inheritance Tax Purposes $, JT.HELD PERS.:I, - Jt.Save Acct.#062-1726 held in the MELLON NATIONAL BANK,CLAYSVILLE OFFICE,CLAYSVILLE,PA.,in the names of ALICE M.GRAY IN TRUST FOR HELEN c.~lOULIS .Open d 7-22-69.Balance as of date of death,$2,020.00 Fully axable 2,020 00 Having been duly sworn according to law,I do hereby certify t~e above appraisement is made in con- formity with law on this .....................f~..........day of .........................-••••••••-~•••••~••••~~7i:~~ ).mber an treet)./.J'.1 ~Penna..............................................·······..··....········......·..····....7 ..·····........·....······,(Post OfIlee) - I Date of Death, f ·..WASHINGT·ON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ··········································IUI········ALIc-E··:·M·.···ffl}~;J~i Late of ..................,C.LAySVILLE . MARCH 16,19.70 Appraisement Docket Vol.,3-8 . Page,?.?..-:::.~No §..~.::':.?9.::':~.9..+... Filed in Register's Office,~.~§.~:19 70 Am.ount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and tJpproved,. Wrote abo.ut Appraisement,. Appeal f,.ol11 Appraisement,. Entered and charged,. • t:'l \_, Fonn RCC-2,JCOMMONWEALTHOFPENNSYLVANIADATE'''''',,'',,''','",~~'y'"""!,?,J",,,,,!,,~,?,9., DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON BUREAU OF COUNTY COLLECTIONS •COUNTY ............................................................................................-.... HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO."""""""",6."3.,~,7.Q,~.,3."Q,l"",."".,,""'",,.,,''''' Whereas,,.....,,,.,..,,,,,,,A,J..,~,g.~,....N.~......9..~X ............................"...'".."",.......................'""",late of ,........."....".........,....,",..,..,',.."g,~AX§.Y.~,~.~~,....,"'",......", in the County of .......................WA.$.HJNQ.TQN......................,......,..,....................,..,....,......Commonwealth of Pennsylvania,having died on 16th March 19.......??seized and possessed of an estatethe""""",,,,,,,,,,,,,,,..'...................,,,,,,,,,..,.."',....,....".."'...""'..,,,,day of ,..""..,..,......,.."..,.."....,..."........"""""""""""",,'.. subject t,o Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,'v.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 transfer Inheritance taxes at the lawful collateral rate on any such future Interest. Unit Appraisement Description of Asset Values Made for InheritanceTaxPurpoles $ JT.HELD PERS.: Ti-.~..'U A,..,....J.1{'\t:..'>.1 '7'>1::l-...1A ;,...+J,,,,MFTTnN ~T,I'1'TnMAT CLAYSVILLE,-BANK,CLAYSVILLE OFFICE,PA.,in the names f ALICE M.GRAY IN TRUST FOR CLARENCE J.RUMMEL,JR.Ope led 7_?_hQ BALANCE as of date of death $~O~O 00 Fu11v taxab le .~(no 00 Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ""..""".",12th""..,,,..,,,,,,,,,,,,,,,,,day of """"'"",,""".......l.1ay...."".....""",......""..,,,"",...",..."~...""..,,,~,"",,'"19,,7,0,. "."".........."...""""""...."....'"""",,,,,,"..",,,,,,c,,,,..,," '""'7!""...."""""",,....I Appraiser ................................................................................................................................-................................. (N\lmber and Street) """""..."".'""""""........,,,,,,,,,,,...",,,,,,,,,,'"..W4$~~'GTON··''''''··"..·'''''·'''''Penna. ." -"------ ............................................WA.SHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ................................A.L.l.C.~M..~G.MX . Deceased. Late of CLAYSVILLE Date oJ Uealh,March .l6.,1-9.7.0. Appraisemellt Docket Vol.,~.§.. 57-2 r 63-70-301Page,/Ii o .. Filed in Register's Office,s..~.l..~19 7.Q. A11wunt of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal It-om Appraisement,. Entered and charged,.. ~ ,""J ,' .. ; --"' ..., ... \. ~ ,. " Form Rec:2 .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.1712 7 COMMONWEAL'}'H'OF..PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE J..Y.:n..e.a,1.9...7..Q J . COUNTY Wa.s.hing.t.o.n .. FILE NO.6~-70-301 I........................................................................·_·1 Whereas,.A~ic.e M G.r.ay late of G.+.~y.~.y.tl,..l~. in the County of Jia.shingt.o.n Commonwealth of Pennsylvania,having died on the 16 t.h day of Mar.c.h 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 LChaney.,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: I 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 I inheritance taxes at the lawful collateral rate on any such future Interest. I Unit Appraisement i Description of Asset Values Made for Inheritance Tax Purposes $ JT.HELD: Jt.Savings Acct #1707 and Savings Cert.#1 26516 l-Ipln ;n r'hp.n:l.mp.nf ALICE M.GRAY IN TRUST FOR GERTRUDE SHAFFER.held in the MELLON NATIONAL BANK OF cLAYSVILLE OFFICE.CLAYSVILLE.PENNSYLVANIA. n -_..3 ~-10-n9 and Cert 7-8-69.Balance as of n~rp nf'np.:l.'t'h $.,.OR7 74 1 087 74 . Total 3 087 74 II I I form~;V;::~hbl:~::~i~~·~~·~:~.~o~e~..:~~:;t~..~?:e~t.;Z"::~l~5e IAppral ,.&~·2..:....·::..(N..:..:·~~...::..:...~~~~i·;:·:::.n ...:.:...:.:.:.:...::.....:..,......;~~.~~.: (Post Of8ee) .............................WA.SHTNGT.QN..............................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ALICE..H.~G..My jj~~~;;~i..............,. Late of ................................C.,LA.Y..$Y.r.LL..~. Datc of Dcath,.....~~~.:r..~.h J.~..'-J.~.'!.9 Appraisemel!t Docket Vol .,. Page,No.6..3..~.7.Q~.3..Q.l . Filed in Register's Office,J.u.n..e.8..,.19 7.0 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.lIt Appra.isement, Appeal f,.om Appraisement,. Entered and charged,. l~~~_ ." Funn RCC-2 ,DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 12 7 COMMONWEALTH .OF .PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.~P.:.~J.Q."!.~.?.9 J.. COUNTY ~~.~.!!E~.~!g~.. FILE NO §)..~..7..Q.=}.9.!. Whereas,A~I9..~QMX late of 9.~A.X.~.Y...~~.~,~. in the County of ~~~.~~.~.~?!..?.~Commonwealth of Pennsylvania,having died on 16th March 70 .the day of 19 ,seIzed and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.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 transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ Jl.HELD PERS.: Jt.Bank Acct.held in the FIRST FEDERAL SAVIN(S f1 LOAN ASSOC.OF WASHINGTON,\vASHINGTON,PA.,in the names of ALICE GRAY or DR.ROBERT T.GRAY.Opened 7-62,Ba1anc~as of ~date of death,$7,962.69.One-half taxable 3,981 34 ~ Having been duly sworn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ................lQth.............................day of ·...."....·..·....·........·..............·....~2e...'iJ'7~..·..........:·~...................·...........19.....7.0... ~-#Appraiser·..··········..·..···..··..·..·......··..·..·········'{A·ncid····................................................................. .........................................................................................................................................,Penna. (POit OIBe.) ..........................................WA§H.:I:.NQ1'.9..N .County r RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ALICE GRAY Deceased. Late of CLAYSVILLE Date of Death,H.a.rch 1.6...,l...9..70 Appraiselllel!t Docket Vol.,~.~. Page,5.7.~.Z.N o §}..~.7..Q.~.J..QJ Filed in Register's Office,J.une.l.Q .19 7.0 Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.lIt Appra.isement, Appeal j,.om Appraisement,.. Entered and chnrged,.. ',} "}- OF THE ESTATE OF ~IATIER OF THE APPRAISEMENT IN THE '·fr \, .' ...,'"t:l ~ ...(I)(I)Il>...Il>::l Vl .- Vl 0.....::l '"t:l(I)Il>.......-0 Vl 't:l'"t:l (I).......g ~ ~~ ,C-t:0,~. 'C+tt ]§ :til:0. o ;.a :l' VlVl...,:; Il>'><~(D t%j VlS"...(I) (Executor-Administrator must complete "As Reported"column #1.) .j ""' ...................Year .t.No. Will AdministTa,tion ALICE M.GRAY............... ~..; Deceased Late of BOROUGH OF CLAYSVILLE......................................................L . ...t.. Commonwealth of Pennsylvania County of W:Jt~:IIJ:l\1CJJ:<>'N.,.enc:a::a::>~><en en(')(') ?'"?'" t:rl >:::: h-'.l':>'Vl:-.:1.1 :0'Vl :...."~~,'"m':1\)(1)'-":V-J.tf'>:'8 "0 ~:;-30)':'~ :-..3 "'-l :0 ;;r:~ro.l :0 c... IJ:I :1\)'":", Vl.'-N.. '0'....., 9>~~~ _.,CJ).-.. :0 ~:~("). :r.;.:"=~ ,t:1 n ,l ~....; ~~ (A:ro~t:l,\2>, '""I~:0': .1 • .J '~i'.. ~._..(..... .~~ 1J,'-~......".~~ I "~:1-~_- '···....'"1 .'\-:~~ 1:;{,.~.. of '»i~.~..,..~ r-J...::,:.~.,~-g~-::~ ~~.iI._~:­j.;.~-. '4..··~'~"'f',"-__ '...~.1;~.;";1 -_.J C-::::..\- :.:::~:._~r7\["") '....:>1,~'..',.,r-- -,~_.,.~.-~t::>CO)-,-"'~-''!I:,',:':-I;-~. ()-'.:r::...- 0 ::..-:?:~c..,:) _..;r-'---0 I C...:>,,'J;..:;(fj ,:;:;:, "':t ~7-i; REPORT AND APPRAIS~U~:::.J _..:F>fTl :'"0 _..-.• en C')c:;:.r:::-:(-.1 ..~,1 en (. JOHN J.Hurn ES,ESQ ~, ATTORNEY AT LAW, CLAYSVILLE,PA" 15323 ~~"*~"*~ ~.: ::;..: :''0.:M>':;!l'(,':N.~,~""-l\.J:""""~~,_-S-...:~,~~:~O \:S'M k ,"-r-.~.-..~:~:~:~es c:1'-0:~:::.:-;3-: :f;j:'\",,:):Q :_..._..f'V,~::S..: .::c:0,,,'",w:..c... .- 'U " ~ :> '"'.(L RCC-37 (12-63)..1:\COl\1~ON;WEALTHGFP:ENNSY¥,LANIA :TRANSFER INHERITANCE 'TAX ',RESIDENT DECEDENT SCHEDULE "0" • BENEFICIARIES •J Deponent further says that all the above-named beneficiaries are living at this time"except below: BENEFICIARIES AND ADDRES'SES .RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OF'State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARYaveaninterest,vested,conttngent oJ other ar~involved,~et STATE YES IN ESTATEORNOBIRTH '"wise"in estate)fo,,"th this fact.)... GERTRUD'E A.SHAFFER .Daughter •Ie~acy..'..-...-. <EUGENE H.KRAUSE.Guardian of -,,'---,-..... ROBI!RT HOWARD KRAUSE Grandson Ie~acv . BJiR'PHA 'F.NiAr.A .T. 'NHTC!Y .lOAN (.IF.lIl\T'Tl'DI\T~1i'-.....One-half ReJl;l4nl:> ~ JH''lRm'P rnaT TT Grandson One-half Residue , , ,. .- " "-. ; -, -.- .. " ~_1 ...~~_---.".~' NAME DATE OF DEATH RESIDENCE ReG-38.. COMMONWEALTH OF PENNSYLVI\NIA~.rHANS}i:R INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY Il\STRPCTIOl\S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entirE·ties,or joint tenants,giving brief description,as indicated tmder 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 .prop~rty 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. Description of Property,Da-:;e of Acquisition,Name I Unit Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,where Real Estate.I Mellon National Bank and Trust Company, Claysville Office: percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest ••J Joint Account with survivorship in names of Alice M.Gray or Gertrude Gray Shaffer from 1/3/68 Checking Account No.209-9814 Bal.3/l6/70 307.2~ Mellon Bank Savings Certificate No.26516 in name of Mres.Alice H.Gray or Gertrude A.Shaffer,maturing 7/B/79 1/2 153.53 ____________________...L-__1...--.L._,.--_----::=-f-_~---I__----~ Insert this total o?posite "Jointly Owned Property",Schedule "E"2,653$3 e:t;b5$'.o-'S in the "As Reported"column on the last page of this return. r I I .,•t'·RCC-36 COMMONWEAJ.,TH Of PENNSYLVANIA .TRANSFER INHER~TANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRAN SFEllS (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)yes (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)yes (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer __ (b)Sta:.e of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,:en his lifetime,make any transfer of property without receiving a valuable or adequate consideration ~herefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)yes (a)Was there any possibility that the property transferred might return to transferer or his estE.te or be subject to his power of disposition?(Answer yes or no)yes (b)What was the tra~sferee's age at time of decedent's death?~ (5)Did decedent in his lifetime make any tra,nsfer without receiving a valuable and adequate consideration therefor under ~hich transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjo)~ent of or the right to income from the property transferred? (Ans~er yes or no)~ye~s~_ (b)The right to designate the persons who shall possess or enjoy the property transferred or incone therefrom?(Answer yes or no)yes (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others decedent along (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)no (8)Did decedent,at any time,transfer'property,the beneficial enjoyment of which was s'lbject to Change, because of a reserved power to alter,a.mend,or revoke,or which c01l1d revert to decedent under terms of transf~r or by operation of law?(Answer yes or no)yes (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 ne)yes NOTE 1:The answers to these questions should be supported by affidavit by the attendi~g physician as well as a copy of the death certificate. NOTE 2:If answer tJ 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 ~laim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION IlTellon Natior_al Bank and Trust Conpany, Claysville Office: Alice M.GE'ay in trust for Gertrude Shaffer, Savings Account No.1707.Bale 3/16/70 Alice M.Gray in trust for Clarence J.:Rumell,Jr., Savings Account No.1725.Bale 3/16/70 Alice M.Gray in trust for Helen C.Moulie, Savings Accolmt No.1726.Bale 3/16/70 MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. 5,637.74 r SCHEDULE "n" PERSONAL PROPERTYRESIDENTDECEDENT I RCC-35• COMMONWEALTH OF PENNSYLVANIA '·'TRANSFER INHERITANCE TAX INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.D.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 sain capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe flilly UNIT ESTIMATED VALOE MARKEl'VALOE DEPARTMENT VALUATION (Do not write in this space) 1.Mellon National Bank and Trust Con:pany, Claysville Office, Savings Accoun.t No.865.\i Balance 3/16/70 2.14 Shares American Telephone &Telegraph Corp.in name of Alice M.Gray 7 Share Cert.No.63T2975l6 (8/23/63) 7 Share Cert.No.64XA424007 (6/1/64) Conanon Stock 52-3/8 733.25 3. 4. 5. 6. United Aecumulative Fund U A F -177147 (7/24/69)500 shares Dividend of .035 per share declared 3/12/70 payable to stockholder 3/19/70 Jewelry Household Goods Dressing Table and Chair 3,275.00 17.50 150 ,00) 350.00 25.00 l'l.SO trJ /$cJ.00~O.O(j cZ<ff:00 7.,Article of Agreement for Sale of Real ',EBtate betTrJeen Alice M.Gray,widow,as Seller,and Vincent F.Miles et ux.,Buyer,dated 10/15/66, of record in Deed Book 1248,page 5,a lot of ground situate in the Borough of ClaysVille, Qash.Co.,Pa.,having erected thereon a res- taurant located at the southwest corner of Main and "Wayne Sts.in the Borough aforesaid. Balance due on OCtober 15,1966:$8,000.00 Financing statement and Securety'Agree- ment between the above parties covering restaurant fixtures.Filed 10/25/66 No.21982. Balance due 10/15/661 $2,000.00 Balance due on 3/16/70 on both of the above ("...~._,i ....;.'..Jv'....;.~. Insert this total opposite "Personal Proper~y",Schedule "B"in the "As Reported"column on the last page of this return. o Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF •. WASHINGrON J I~WORTANT: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 Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF mE ESTATE OF }AFFIDAVIT OF .........................·········A!J.·Q·~····i·S~~··f;;I~~!-·~i··d~~~~t)·········EXECUTOR S Late of w.B:~l1~~().Il...County ~ PENNSnVANIAStateof 1 Jss: County of WA~~m'QN._. ..............!t.9F:3..~~'J;..~~I ~.~~Q~~.P.P..~A.!.§.~.:r..~. of the estate of the above-named decedent being duly sworn.depose S and say EueutorS Decedent dJed ~1.~~.h J§(M~~.th.)i.j:;;;;.j 19·1v~~·i····.{:~:::::t~eaVing a last will,copy of which is hereto attached.} Name and address of attorney or} o t her author i zed representat i ve to·····John···J··•..···Hughe·s·,···Atto·pney·····at·····:Law·::·· whom all correspondence should be 2.03..Main ..3treet.,Clays.v.il1e.,Pa.•......153.23 .. mailed. That as such :~~~.~~9.r.!?deponent is familiar with the affairs of said estate and the property con- (Ex<!"utor-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 NONE THIS SAFE DEPosiT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation o~each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks~trust companies,or other institutions,whether indiVidually,~T i~trust for any other person or persons giving also separately the accrued interest thereon,if any,~0.~0to the last"'...interest day prior to decedent's death in the case of SAVings banks,and to the date of~~i~edent's death in all other cases;all bonds,postal saVings,treasury certificates or notes and othef e~idence of'in- debtedness of the United States to the decedent;all obligations,whether by statute ~r;agreement they are designated as tax free,of the United States,or any state,or political subdiviSi0t!tlJ'e/eor,or of :I ~#'",any foreign country,which are owned at the time of death;all wearing apparel,jewelry,~i]~~~rar~,.pic- tures,books,works 'of art,household furniture,horses,carriages,automobiles,boats,a:na)l.'1Y!~nd,all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fa~rly estimated market value thereof;all bonds and mortga.l,tes 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 policles 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 ~d 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. (Street,Number) ........................................................................................................................................... ,. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial s~atements of the corporations,showing the assets and liabilities thereof as of thecdate 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 sa"ld co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the ~ature of the agreement) together with a statement setting forth the character of the busine~s,its lo~~ti~n~and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the deQedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of dea~th•. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the -relationship of the transferees to the decedent,the'proportionate sha~e received by each transferee and all other facts of a pertinent nature regardi~g said transfers.I'n the case of t~ansfers intended "to'-, take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individual~y,orjointl!~ith another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another, with a copy of the instrument 'creating such power attached 'to the schedule. That Schedule 0 attached hereto and made part hereof sets forth the"na~els"a~d 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 iiecedent"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 an4 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 Impaid at time of death;taxes accrued chargeable for period prior to decedent's death '(except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for'obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission'or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B",irected therein, have been carried forward and properly registered in the Summary.~'Of}:)'.J~"~."~)..~~'1¥------::;..l~~~~;.-,q.""'--.::;;;.y Subscribed and sworn to before me this ~,~.~. ,' :.-.:~(~~~.~~~~t -:day of ~~~~19 7.T..-t+~~o~~~- My Exp February 1 1971 (City or Town and State)Conun.·•:', NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed 'are filled in with details or the word "None",and in case the assets include rare 'and unlisted securities, securities of close or family corporations or an interest in any co-partnership'or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above~directed. l';'I. l ·.RCC·S4 (1-114) CO~MOMW~ALTH OF PENNSYLVANIA OEPARTMENT OF REVENUEB~EAU OF COUNTY CpLLECTIONS TRANSFER INHERITANCE TAX RESIOENT DECEDENT SCHEDULE "A". REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule liE".Property ht'ld by the .de.cedent·as tenant in common with another or others,should .be identified as to quantum of interest and the estimated value should be that of the decedent's i~terest only. The real property located In the CommO!'lwealth of Pennsylvania should be described by lot and block number,street and street number,together wi tli a general description of the property,with a reference to the record of the conveyance by which the decedent toolc title;If a farm state number of a- cres;also statement of mortgage encurr~rances upon each parcel at death of decedent.Taxes,assessments,accr.ued interest on mortgages,etc.,are to be listed on Schedule "FlO and must not be deducted from this schedule. ALL that certain lot of gro1!ttld situate in the Borough of Claysville,'Wi.sh.Co.,Pa.,fronting 29 feet,more or less,on the south side of Main St., and extending back there.f:rorn of even width 100 feet, more or less,to South Alley or the B.&00 Appropri.- ation;botmded on the East by lot formerly of M.J. Flynn et me.,now of Alice M.Gray and on the \\est by lot of H.M.Bell Heirs. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE' (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) BmINNING at a point along the South side of Main Street in the Borough aforesaid at the dividing line between other property of the late Alice M.Gray heretofore sold under Article of Agreement,dated october 15,1966,to Vincent F.and Ethel Miles; thence S.17°E.36.59 fe,et to a point;thence S.73° w.8.50 feet-to a point,a building corner;thence . S.17°33'E.18 feet to a point,a building corner; thence N•.73°E.8.33 feet to a point,the dividing line between-other lot of the said Alice M.Gray sold to Vincent F.Miles et ox.,aforesaid;thence S.17°'E.65.30 feet to a point in the center line of South Alley;thence S.80°44'w.32.42 feet t. the corner of the H.M.Bell-Heirs property,nO'i Ray M.Bell;thence N.17°'W.124.25 feet ·to the South side of Main Street;in said Borol1.gh;thence along said southern line of Main Street N.73°E. 32.13 feet to a point,the place of beginningi Aecording to survey of <L 'Wn.Sanders,Surveyor, dated October,1969.Having erected thereon a two- story brick dwelling. BEING the gr.eater part of that same lot of ground which was conve~d to Lawrence C.Gray and Alice M. Gray,his wife,dated February 5,1952,of record in the RecorderIS Office of 'Washington Co.,Pa.in Deed Book 651,page 605•.The,said Lawrence C.Gray died .,............__...._leaving to survive him,his wife, the said Alfue M.Gray,as surviving tenant by the entireties. UNDER and SUBJroT to an easement of six (6)feet across the rear of said lot now in liSe by the B.rough of Claysville as South Alley. /390-OI!J7 1-5-7[ Insert this total opposite IIreo l property",Schedule IIA"in the X X X X X liAs Reported"column on the last page of this return. 6,200.00 h ;;,O().60, RCC-Sl Hi-54) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REFIER TO j NOTICE OF FILING OF APPRAISEMENT 38-57-2 Br •Robert T.Gray &Gertrude 11..Shaffer Al jce.Me GrayInRe:Estate of___.................~.u...e.~~~_ ___---!!.Wu:al..i:sub.ui...LDL€:g,..l<tLUOl.lJD County -File Nc;>.63-70-3OJ You are hereby notified that the_~~o~rl=·Qg=ina~l=--------- appraisement in the estate of ~A=l=i~c~e~l~~L.~G~r~a~y~__ has been filed in the office of the Register of Wills qf Washington County on Januar;;r 20 ,19..21.Said appraisement reflects'the following valuations:. Jt,'Held 2,653.53 Real Estate -..:...--,-__~6~,2=:::.;0~0~.L.:::0='.l::0~_ Personal Property_-=1~7~,¥61~6~.2~3~---- Transfers ~5~,6~3~7~.~7~4~~--- Total ~32~.L.=1=.l::0~7..!.,.L50:::....----- As to such tax that is paid within three months ,from date of. Ideath,a five (5%)percent discount is allowable.As to any ~ax that remains unpaid after one year from'date of death,interest at the'rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __..;;J..:;:a;;;;;n;.;:u;;:;ar::..cYL.......:::.2::.;:0;.z.-=1.L.97J..:1=--_Signed Lu£~f'4l~ Title W.R.CHANEY CHIEF APPRAISER DATE OF DEATH:March 16,1970 Note:This is not a bill. \, 12 ....'r:~..·...;~, f /../ RCC-39 (5-68)/~'.COMMON~~AlTH OF PENN;~L VANIA TRANSFER INHERITANCE TAX"--~."RESIDENT DECEDENT SUMMARY ...-, Estate of-----:G::..=rc.=a::.Ly A-=1:::i..::.c_e j_·1.:....----7__DATE OF DEATH 3-16-70 (Last Name)(First Name)(Initial) FILE NO.63-70-301 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ~lashingtcn 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". {;,J.f.~,wv~ INHERITANCEl"AAPPRA'iSER • 1-20-71Dated:__-=-----"--''--------'c..:::..__~_ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Penns~lvania,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 la;t 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 (Schedde E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE __L 32,107 VALUE AS R.EAPPRAISED $-------+-- 50 Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $--+__2% Taxon $~ Tax on $5% Tnoo$lK Taxon $~ Exemptions * Total Estate -4-__ TOTAL TAX COMPUTATION OF TAX $----'-----t-- $---------4-- $---------4-- $---------+-- $-------t-- $...1-.__ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid withsn 3 months after death :::::::::==t== BALANCE OF INHERITAr-lCE TAX DUE $C Add interest at rate of 6%from _____to $--------1 AMOUNT OF ESTATE TAX ASSESSED $----~L- Estate tax paid $---..Il- BALANCE DUE $-----JL- Add interest at rate of 6%from ------lto-----$-----~t=TOTAL TAX BALANCE $--------1' PAID $--J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will {Admin.istration ~No Year .. IN THE MATTER OF'THE APPRAISEMENT OF THE ESTATE OF ALICE 1-1.GRAY............... Deceased Late of . County of GLA.Y.SVlLLE . WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL i , I.,/}" (..~.l../"....'\ Fonn Ree-;-2 .....;.3~,"' .'."J;lE~.AJtTMEN!OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE January .20,1.971.... COUNTY y.l.~.~.~~.{$.~.?~_........ FILE NO•....§.~:?.?.=2_q.~_. Whereas,Alic.e H.Gray late of G.!e.ye.y.t..:q,.E3.. in the County of Wg..~hJ.Dgt.9.n Commonwealth of Pennsylvania,having died on the +.9.~!!:day of ~~E.?~19..?~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.,.,R .c.HANEY.,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 Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of Anet REALTY: See copy of schedule IIAII attached to appraiserrent PERSONAL: See copy of schedule "BII attached to appraiserrent TRANSFERS: See COpy of schedule lie"attached to appraisement JT.HELD: See conv of schedule IIEII attached to appraisement ...... Total Unit Values $ Apprelsement Made for Inheritance Tax Purpol9S (.,?OO 00 17,61e 23 5,637 74 I 2,653 53 32,107 50 I 4...A (Number and Street) ·····..···..· ·~;;;i ·········..··..·..··· ,Penna. .......................y~.::;?~!1:g!-<?n County I1_- ,;:>. " :,/ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..............................A1i.c.e l1•...Gray . Deceased. Late of Claysville..................•......................................................................................... Date of Dcath,..:J.7.':;),..9::-:.79 : . Appraisemel!t Docket Vol.,3.8 .. .Page,57.::-:?No 9.2.::::7.Q:::-.?.C?.b . Filed in Register's Office,!.Cl:I}.~?9 .19...7~.. ..'Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,..0 ••••••.. Wrote abo,!lt.Appra.isement, Appeal f,.om Appraisement,: . :Entered and ch(lrged,.. i: / .' ., ... .I \. "{/.f· ':'/"~. .;( ... (,... ) ),, ---'''"''''''''''',J ....~.....·,;..v I:' J ~'"'V bro' --------.-----_._------- . AGEN.OF TriG:COMMONWt:ALTH STATEMENT.OF DEBTS AND DEDUCTIONS :IF _ ANI) OFFICE OF THI: R((;IUTGl OF'WILL6 WASHINGTON COUNTY THE SUM OF ...........$·.Y..Y....~.l..r~ .",",,,",,.~=~L ... _.!--_~...;.'R_CQhICr or-"-'1i1I1:'~~-,. ESTATE OF ALICE M.GRAY LATE Or-BQrough Qf C]aysvil Ie' nATE OF'FILING Af'?~AtSEM"NT__~DAT!i OF DEATH March'1~1970 . _ =+AMOUNT 26 B8 - 1.185 bQ_ bo I17,- 56 97 39 ~6 217 BO 125 25 ]06 ho 45 40 REMARKS Last illness Funera~expenses Premium 1970 Rorou~h +~Y •.--- 'Tax C.oll-Tone T DATE n",....1"pti n T,arge. Malcolm L.Mor~an.Co.Treas 1970 County.Tax A)]egheny CQ.MemOrial Park ~uv~e:L....JM.wi!:.ar~kC5<eohr +-_..E!J.U-4!_~_ -----r~-t----t-.......T:!=Q~n~e,,---,!L~..-,R~a~m~a.bg~e~!~T~a~x~C~o~l:'.:..l~._+-~l:.::9:...::.7~0~S~c~h~o~Q~1~T~a~x~+,---=':'~-F~__ ___+-__-J__-+_Ci<3"rn'o."nphi 1:M¢mQ ____----t---+----+.....J.A\A:e~tpa,',,J.,i f e &Casualty CQ. ___~--r-_1-~sc,h~~ellhass &Son ----===-~.==;:::==:;:::::::==============:;:==========;::==-==:=::.::== NO.OF'NAMIi:OF PAYEE I VOUCHC'!t-._.'_,__J __J_.__:__M-,a-I-c-o-J-m-·-L-_-.-M-'o-r-g--a-n-,-·-c-o-.T-r--e'-a~s 19-7-0·-c-o-u-n-t-Y-- Ta -C. x Letters testamen1:~1"U ----f----+--.~-.R.u.s~e11 Marina Re~ister _'__+-_"_1-.~1aysvi1ie Recorder I I.---t--'W~shjDgton CQUnty Reports' ~.11 M~l"inn ReQ'ister A ,:~.c;:,r ation 'D ..~.f'n -" ~.""of Deeds John J.Hughes lQcal Rea1tv Trans.Tax 31 bo \'l.~.~r..""'~-JlA vAl RF'Qi;{lA ~-;dAA'~11 .\ . I,-:---t---lr--~f-----------------~---------------,---l------l--- ---j---lc---l:------------.-------+-----~------------r_~-]L ., DA.... }60:, Nota,ry Public. ton,Wa,shington County,Penna. expires':April 12,1975,' COMMONWEALTH OF PE:NNSYLVANIA COUNTY OF _WASHINGTON I.__---.JOHN .1.HUGHES SWORN AIm 6UBSCRIOED f1EF'OI:E ME THIS 6th ...:December '0 71_.,rJ~L../~~;:.-.;e..... HEREOY CERTIFY,THAT.TO THE BEGT OF fo(y KNOWLEDGE AND DELlEF,T~E FOREGOING 16 A J~ST AND TRU r::f1rATEMENT OF DESTC.FUNERAL EXPENSE·S.AND EXPENSES OF ADMINISTRATION SUBMITTED TO niE ESTATE OF ALICE M•GRAY .:..:...;'-,...<7-""'7'----,,4--- INHE;:jITANCE TAX PURPOSES./ 1-.··-