HomeMy WebLinkAboutOC1970-0329 - ESTATE OF MCKINNEYcnommnUUtrnlt~of 'ruuBylnnuin.t ss:
lIa!i~iu!1ton aIouuty.~
KNOW ALL MEN BY THESE PRESENTS:Whereas,at WasMngton,in the County aforesaid
·J
on the 30th day of March A.D.19 70 ,before me,
Russell Marino.-,.Register for 1;he Probate of Wills and ~ranting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
DANIEL M.McKINNEY
..late of Independence Township,in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
ART H U R MOT E N
the Executor in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
committing unto
ARTHUR
him
MOT E N,
the admini~tration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring him
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety ,
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this t h i r tie t h
day of.-Mar'c h
-in-the-year-of-our"Lord one ~thousand-
nine hundred and s eve n t y.
_....._...._....._...._......_.....__..._....._...2;..~
Register
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Moten,Executor of this my Last Will and Testamento
and remainder of my estate,real,personal and mixed to my two
friends,.Ar.thul"li:FO~~~~~~nd.Arthur Moten,in equal proportionsc>
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I give,devise and bequeath a.'Il the rest,residueSecond:
LAST WILL AND TESTAMENT I
I,DMiIEL Mo'McKINNE~.of Independence Township,Washington l
tCountY,.Pennsylvania,being of sound mind,do hereby make and I
publish this my Last Will and Testament,hereby revoking any and I
all Wills and Codicils made by me at'anyti~e heretofore.I
First:I direct my Executor,hereinafter named,to pay all I
my just debts and funeral expenses as soon as convenient after f
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IIThird:I nominate,constitute and appoint my friend,~huri
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my.decease'~
IN WIINESS tFJHEREOF,I have hereunto se't my hand and seal,
this ~_r:;Tj/.d""~'of '/.',.p/J .c::!::.'-'....J 4,'~L-e'/!t{7~,1969.
Signed,sealed,published and declared by the Testator,
DANIEL ~McKINNEY,to be his Last Will and Testament in the
presence of us,who~at his request,and in his presence and iri
the presence of each other p have hereunto set our names as sub-
scribing witnesses.
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.Affi~auit OOf Executor ®r l\~miut!ltratnr
~tatt of Jttttt.ayluauht }
mOUttty of lIa.a4ittgtott .as:
Personally before me,the undersigned authority,a --.-..no:tary---pub~ic--..in and for said
County and State,appeared .Arthur.__MQt.en ___who,being duly
sworn according to law,deposes and says that he is the executor ~f the es-
tate of .__Daniel..M•..McKi.nney..deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of -DanieL-M.McKinnev
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 ~.
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',y :orn~,"b':ibed~belforemethisdd~}..~..~..nt~.
;';~-·Z;)·J··"".Executor~
My Com';ExP':-"Mar'~26'~;1971 ·········N..o·t··..y'''PUbli
Wash.Wash.County,Penna.ADDITIONAL INSTRUCTIONS
1.An invel,ltory must be filed within three months after appointment of pers:mal 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-3S,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,ili-
cluding Copy of Will and copy of Federal Estate Tax Return.
o REFERENCE FOR ADDITIONAL COPY
•Act of 1947 P.L..513 Sec.5.2,72 P.S.4844.2
:~ttUttttory aull 1\pprai.atmtttto1 the goods and chattels,rights.and credits which
were of Dam.el M•...~Kinney -...late of ..Independence TO'Wllship .
Washington County,Pa.,taken and made in conformity with thqabove affidavit.
J
DOLLARS
Real Estate
All that lot of ground situate in.Independence Town-
ship,Washington County,Pa.,fnown and designated
as Lot No.9,in a.plan of .lots laid out by L.M.
Irwin,Which said plan is recorded in the Recorder's
Office of said County,in Plan Book 3,page 136-137,
Oct.1,1908.
BEING the same .lot of ground conveyed .to Daniel M.
McKinney,his wife,by deed of Joe Robnik and Polona
Robnik,his wife,dated December 4,1943,and recorded
in Deed.Book 672,page 587.Mae McKinney pr~decease~
her husband,Daniel M.McKinney.Sold------------$1,500.00
Personalty
CENTS
Cash----
Old furniture (sold)---
Social Security Burial Benefits-----
United Mine Workers benefit---------
Total Personalty--------
Total Estate
Real Estate---------------$1,500.00
Personalty----------------·970.33
Total-------------$2,470.33
247.7315~JOO
222J60
350.100
$970J33
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STATE OF PENNSLYVANIA,
WASHINGTON COUNTY,
The within named .Accountant being duly sworn according to low,deJ=oseS and sayS that the above account
as stated is true and correct as ~~ver'ly believe.
day of ~~p.1=.~~Q~!..............19..1Q .
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.... .....:...~~~~,.,:.,.~.A.;'.•..-......•...NO.t~y.
MyCoDi~Exp:.~ch 26,1971
Washington,Washington County,Penna.
Sworn and subscribed before me this ~.~.(;L .
Washington County,ss:I do certify that I have given legal noti::e to all persons
concerned of the filing of the within account in the manner pre-
scribed by Statute and Rule of Court,as evidenced by proofs
thereof filed to No...~.3.-:..7..Q:.1.ljl).
30~Witness my hand and official seal this..'.
Register of Wills
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The Court is respectfully ~equeated
to determine proper distribution in
this .estate•.-zZ1L~
Counsel for AooQ\lnt~nt
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The First and Final Account of Arthur Moten,Executor of the
Estate of Daniel M.McKinney,deceased,late of Independence
Township,Washington County,Pennsylvania
The Accountant is charged as £ollows:
Inventory and Appraisement,Real Estate (sold)
Inventory and Appraisement,Personalty
Total Debits •••••••••••••••••••
Less Credits •••••••••••••••••••••••••••••••••••••••
Balance••••••••••••••••••••••••
The Accountant claims credits as follows:
n~+o
$1,500.00 ~
$2,470.33 F--
1,763.05 ~
$.707.28 I-
Montgomery Ward bal.on account
Mellon Nat.Bank bal.on account
S.White &Sons monument letters
Pittman Funeral Home funeral eXPenses
Russell Marino filing inventory
A.J.Pettit Furniture-balance due
Helen Beveridge notaries
3/26/70
3/31/70
4/14/70
4/27/70
4/70
4/70
5/4/70
5/4/70
6/10/70
6/24/70
6/25/70
6/25/70
9/3/70
9/3/70
9/3/70
9/3/70
Russell Marino
Wash.County Reports
John Minda
Observer Publ.Co.
Washington Hospital
West Penn
Arthur Moten
B.A.Franks,Atty.
Russell Marino
Letters Testamentary
Advertising
1/2 transfer taxes
advertising
balance due
Balance due
Exec's.com.
Attorneys fee
filing account
13.00
14.00
15.00
14.00
4.00
4.00
53.50
314.95
17.60
942.00
3.00
50.00
150.00
150.00
15.00
Total credits••••••••••••••••••••••••••$1,763.05
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Observer -Reporter
WASHINGTON,PEI\NSYLVANIA
PROOF OF PUBLICATION
In compliaJlce with the Newspaper Advertising Act of 16 May.1929.
P.L.1784,as ame»ded.
Commonwealth of Pennsylvania,County of Washington,SS:.
PersonallJiappear·ed before me,a Notary Public in and for said County
and State•.....Rich.a.r.d .s..•....CQw.a.n.who being duly &worn
according to law,deposes and says that he is the S.e.c.r.et.a.r.y .
of the Obs'erver Publishing Company,a Pennsylvania corpe-ration.and its
agent in this behalf;that the said Company is,the owner and publisher of
the Ot-5erver-Reporter,succ'essor to The Washington Observer.established
September 18.1871.and The Washington Reporter,'established August 15.
1808.II.daily news,pap'er of general circulation.printed and publis,hed and
having its place of busines's at Washing:on.Washington County.Pennsyl-
vania.where it or its predeC€ssors have been established and published
continuous'1y for more than six months'pr:or 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
advert:sement,exactly as printed or published in the Obsterver-Reporter in
its regular editions on the follOWing date or dates;.
.............A,pr..i.l 4.,.9.a.r:..Q lp..,.1.9.7..0 _.
that neither th'El affiant ·nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all'of the allega-
~~~T~.thl,"ndovlt ..to th.t1:'.P'ao!!2eL:71~
SVl'"orn to and subscribed before me,this..l.6....day ofApr.i.l....19.7.0··~~·<,'l·'!;;~'~~,ic·
WASHli~G1UN,WASHINGTON COUNTY
I,lY CC:,l:"IISSION EXPIRES MAY 6,197/,
"1·EXECUTORS NOTICESTATEOFDanielM.McKinneyd~eased late of Independence Town-''~Washington County,Penna..testamentary upon the,
ate having been granted to:Iie~signed,all persons having'cllli gainst·the estate are reoqueste'i:i~to make known the same toth~undersigned or his attorney and'
at:persons indebted to the decedent.are requested to make payment to.
the undersigned without delay."Arthur Moten .
R.D.1Hickory,Penna.ExecutorB.A.Franks611Washington...Trust :Bldg.,.WaShingto~a.J,_",;tilil!Ttii:.~7078!~urs"3t
WashingtOD County Reports
83=::sou:J=K::M"A*N=a!l!R.u=
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 WASHINCTON)
STATF.OF PENNSYLVANIA (SS.
Personally appeared before ree,a Notary Public in and for said County ar.d
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes ad
says:that he is the Editor of ,he WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washinglon County,publisbed weekly having iJ:s
place of business at Washington,Washington County,Pennsylvania,and is act-
ing as its agent in this behalf;that the said WASHINGTON COVNTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County,Pennsylvania,by order of the sevenl
courts of said County,dated November ll,1920;that the printed notice or advCl'-
tisement attached hereto is a copy of a nntice or advertisement,exactly as printed
or published,which appeared in the said legal periodical in its regular issues on the
following dates:
_._..!.\.P.;:JJ ?.•._.9..,J.9..•....PJ..7.9 .
."'""........
Estate Notices
The Register of Wills has granted letters,
testamentary :>r of administra:ion,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to t:lOse hav-
ing claims or'demands to present them
for settlement to the Executors cr Admin-
istrators or their Attorneys.
• •••••• ••••• •• • ••
McKINNEY.DANIEL M:,Dec'd.··
Late of Independ,~nce Tcwnshlp,
Washington County,Pa.: :
Executor:Arthur'Moten,.R D.I,Hkkory,P'l....
Attorney:B.A.Franks,611 Washing-
ton Trust 31dg.,Wa3hington.Pa.
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3Jn tqt (@rpqunB'C!!nurt nf DlIuBqingtnn ClInunty
In the matter of the Audit of Account in
Estate of -LJAA/;eL../11,/11C/OA/#~Y;,
"J?ece.rt>eA
TO THE AUDITING JUDGE:
,19__,A.A.
Enter_."L-L.L.....l<:-..:'770~,appearance for_--'~~."5·;z=::.=.==::..=::..-=::::;.~~/__~
.,,
:;',19.7t::2.
'N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
F f LEI),
970 DEC 23 PI1 2 20
f·US~ELl M1\RIN0
R.G/STER OF'WILLS
'II SHI ~GL NCO .•PA.
PETITION SUR AUDIT
IN THE ORPHANS'COURT ·OF WASHINGTON COUNTY
Testate Form J
Estate of .D.ani.el ~A •••M~I\i.nney .No ~~:':9.:t:..J9.J.9:,.~?.9..
Deceased
Fiduciary M.~9~~N9.~~.~~~.
......................................................~e~M:t.Q.t:.
\Date of Date of
Decedent's death E'.ebX'.uat:y 1..a 19..7.0 Grant of Letters MaX'.cb.~.3O't_19.10 .
This is the F.:i-.~~.l:;~.g..F.~~~J account filed in this estate
If there have bee~form~~'~~~ounts filed in this estate,Ii~t file number or number and term oone .
Place of;
.........~.~~.~.~.~~~.~......Record ::..:_~~.~~.~~.~.~.....
Date Election
Filed
Election to take
Under or Against will.(cross out one)
None
Name of surviving spouse llOIle :.:..::;.
List issue,where material:
None
Did 'decedent marry after e?<ecution of will?(indicate)3i:Rx 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
Arthur Moten none 1/2 sui juris
Arthur Foltz none sui juris
List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause:
None
If partial intestacy,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?~x No.
If any exception give cause:nane..
.,
File copy of Notice
and date of mailing .Nauember...20,.19.7.0 ,.
Is estate subject to the filin~of a Fed~ra.'Estate Tax Return?N.Qn.EL ,:.
Actual payment made on Pennsylva~ia Transfer Inheritance Tax.Amount $N91.\e .
If the Will rryakes any portion of estate subject to a life-estate,give name and birth date of life tenant .
.............None ~.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog-ether with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
Balance for distribution per account,
Itemize any additional debits not shown by account:
Total additional debits (Add)
Itemize any additional credits not shown by account:
."~
Total additional credits (Subtract)
Balance for:distribution
$..none .
$..none..
$107..2a .
$1'01...2a........•..~.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Balance is in cash
~
.~
If Family Exemption claimed by Petition,give place of Record:None .
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:None .
List any advancement or distribution on account that has been made,and nature and amount of same:
None
.,
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized election~
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
Arthur Moten
Arthur Foltz
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly .sworn doth depose and say
that the facts set forth in the foregoing petiti,on are true
to the best of his knowledge and belief.
········SWo;r.n :to and subscribed before
,/
me this..:2.0th daY Of.:.NO:v.ember.~~7.0.",..'r./:,...~/.?J /1 -
Signature'of Of.ficer../~~~.~...(.~~.\-...'
Title of'Officer No:tar.y..Euhli.c .
Office expires Marc.n..26.,...J.97~.
Washington,Wa~hington County,Penna.
One-half (1/2)residue
ODe-half (1/2)residue
And your petitioner will ever pray,etc.
....I!~..9Y~.
...
...
-~.
,tf No 63..0.£19.7.0.":'.32.9 .
Estate of P.~.i..~.l:..M McKinney..
Decease,d"
Fjduciary.....M~.~~~...M9.~.~~.,....~~oc."otoi:'00
g.f....1:.h~..J;§:t;.~~.e ..9.f.oo.D.ani~~i&nnevo.
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:po rag raph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of 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.
.........~.~...~.L.f..;.~~oo ..o_ooo.o_..ooo_oo.o.o.o.o.00.
Attorney
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J ."~ho ~o ~t!<mod J1U!!:b3r and tlmt th~ocne mil b3 praoontcd {lar
ecil:i'i~~ion fit ~he No;;C:b6r''TeZfJ,<1970,'0£tho enid Orpbans'..
\
~~II orad 'thnt it will 1)0 cODf:l.~d en tho OOth day of NtnIeP1x:%.
1970,tmlc~o d--eaptiono oro filed theroto,ond that 'tho Audit 0'2
(,
onid k:co:un~oil1 theroof'tor b9 h01d by the oldtJ oaur-e on ~co~Y.
IDaea:1b3r 15th,1970,Qt 10:00 A.M.
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Attorney fo~the Bs,~~to of Ibrdol
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In t4t Qrnurt nf Qtnmmnn Jltus nf lIus4ingtnn <!taunty.
Jennsylttuniu.(@rp4nns·mnun Binisinn
I J
ESTATE OF
Daniel M.McKinney
deceased.
N 63-70-329o.__-::;...-.;...--=~::..-_
In the matter of thc..e_F_1_r_s_t_a_n_d_F_i_nl._l_
Account of__--:A:.:.:rt~,h:,.:.u=r=--:M:.:,o:.,...""'lie=n....·_
Executor
ADJUDICATION AND DECREE
And now December <J ,19-.1Q..,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof the balQllce for distribution in the hands of the Accountant is determl n'ed to be
$707.2tl and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordcnce with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg..
SCHEDULE OF DISTRIBUTION
Balance per account _
Balancc..e 1
Deduct Clerk's Costs &Receipts _
Attorney -=B;.a.--:;:A:....-....::.Fr...:..;:::s:.;.:n:;::D=-_
Russell Marino,Agent,transfer inheritance tax,.-
11.50
70.98
$707.28
$707.28
$695.78
~"1/-17/
~~
$624.80 ~i
Arthur Moten,1/2 residue,cash,
Al-thur Foltz,1/2 residue,cash,
..31?,.40
312.40
No balance
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
IN RE:
j
e
ESTATE OF
DANIEL M.McKINNEY,
~Deceased.
:(>.I
=-Il··IIL
•BEFORE:oI-o·~
ii0(:=t APPEARANCES:
2l!-II
II
.I-:o TIME:
a
:J,
No.329 of 1970
HEARING ON AUDIT
,THE HONORABLE P.VINCENT MARINO,Judge_
of the said Court.
B.A.FRANKS,ESQ.,of Washington,Penna.,
representing the Accountant.
Tuesday,December 15,1970,at 10:00 o'clock
A.M.,EST.
tCI
ri THE COURT:Number 329 of 1970,the estate of Daniel M.cIIII-a:~McKinney,deceas ed.The Administrator is Arthur Moten and the
IIIa:
I-~attorney is B.A.Franks.Mr.Franks has likewise filed what
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he feels are all relevant papers in this estate.He reports that
there are no claims which have been made known to the Executor
and that there are no problems for aqj udication by the Court.Is
there anyone else in Court at this time interested in this decedent's
estate?
(NO RESPONSE)
THE COURT:The audit of this acco unt is ordered cleos ed by the Court.
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Form NO',RCC-62 (7-69)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SEC:rION 701 OF ACT OF JUNE 16,1961,')
,E~~~'iXE lANUARY I,1962.(FILE IN DUPUCATE WITH COP,Y OF Win ATTACHED)&.g _7~:_go)~
'"OFFICE 0,1'.THE REGISTER OF WIL1.5'"j f?-o-Y_j _Coun~f Waslti.ngt.on .
.Arthur..Mo.ten 'of .R,.P.,.;L.,..t1'~q~~:r;y"..~~.~~.
(Narne)(Addre88)
being duly SW_Qrn .according to law,deposes and sa}'s that he is the.Execu:tQ.~_
o •••(Exec.,Adm.,Legaree.Etc.)
of the estate ofDani.el__M..__McKinne.Y-whose last residence was Independence..__t.QWJ.l$.bi.P_,_
(No.)(Street)
_Washin.aton__County.,.P_a...deceased,and that the whole of the estate of said decedent,who died __E_eb..~8..,.__.l9_1.0
(CilY."1lorough or Township)(Date)
~onsisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD AS JOIKT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS,
Real Estate Estimated
Value
)..
All th t lot of round situate in Inde endence Townshi Wash
..:
Personal Property
, • J
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..
.~,
NOTE:You may expedite the processing of this return by filing with it,and as a part,of the return,
letters from financial institutions or mortgage holders,certifying to amounts on deposit 'Jr owed by the
decedent as of the date of death,Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account,account nuinbe:-and the exact name or names in
which the account is registered.
Jointly Held Property
Nnnc:l>
Transfers within TWO YEARS Prior to Death
None
\'
,,
Esti~ated
'Value
That at the time of death there 'was no safe .deposit box registered ih decedent's-individual name,or jointly with,or as agent or deputy of
ariother,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF J01NT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NA~E_S OF HOLDERS TO DECEDENT
None
-
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an in~erest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE'..forth this fact.)DECEDENT
£."6....,/?....::.co;1"1,,~"'................-
"R n'-,.
H;.n.
.Arthur Foltz "'''''''.....U~l:::,/2 T~"';1"1".....
.Avell a~Penna'•-..
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RES~ENT DECEDENT DEBTS AND DEDUCTIO~S CLAIMED
NOTE'List first five items in the spaces so provided,observe notations the 'eon,and instructions·
$Funeral expenses paid
____-.:D:::.E:::.:::.B-=-T-..:o~R::......:C::.:L::A.:.::I:.::.M=____~--__r----=-N.:.::A.::.:T::...:U::.:R~E=_O::.:='::...:<--=S:.:.A:.:M-=-E=_---,_--=A.:.:Mc::..::..O-=-U-=-N--=T,--,THISi COLUM N
r-KEGISTER ONLY
$
Family exemption (will not Je allowed unless
decedent died residing with Co spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
Total
Note:The estate agrees to advise the Register of Wills if the amount actualiy paid in settlement of any fee,commission oi'debt is greater
or less than the estimated amount claimed and allowed.
Subscribed and sworn to before me this .
........dS..~day of JUNE ,19.70
...~.~:~.~~.N ary Publi¢
My Com.Exp:Mar.26,1971-Wash.Wash.Co.,Pa•
....~..i011~:.·...
(Executor-Administrator)
...R•..D•..1 .
(Street Number)
...Hick.oJ:y:!'.Penna•...,,.., ' .
(<;ity or Town and State).
..~.~,~g .b~n dn~;dZd,ngd::::W.I do h,",tify tha;;bo~::;:;:~m,~:,;'7J:;n <on'"m;ty w;th I.w on th;,
" ..'/~....~-.I!.-c9''''..t',..•"~.J2----,'>?rd;?,.
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In the event that any future interest in this estate is transfeITed in possession or enj e to collateral heirs of the decedent after the
expiration of any estate for life or for years,the Commonwealth hereby expressly reserve e right to appraise and assess transfer'inheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for ,County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater or lesser amount represents the sum allowed as a deduction.
Dated:.
Register of Wills
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Form No.RCC-62 (7-69)
Will l No ...Year .....xJ6ld:JuinDtadXxnc S ...
IN THE
MATTER OF THE APPRAISEMENT
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OF THE
ESTATE OF
....DANIEL'.M,...McKINNEY .
Deceased
Late of .Independence .Towns;hip....
County of , ..Washington.,.., .
~'J)~Commonwealtl1:o~~nsylvaiiia •t
.C/)-'~'C'"G")C e:-::r -en c::f2~(;?::=iREPO~~AN:D APRRAfS-A,:L•:::r..;--"T'I0''-'~0 __t=)J
"7J ~-.:t:o...,<'J .,....'>-..C>::1t ::r,'-..:r=-.:.--
'"U r-Z e;:,?>(.')0
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B.At>Franks,Attorney
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RCC-Sl (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
ARTHUR MorEN
(Executor~~~1)·
IN YOUR REPLY PLEA.E
RIFlER TO
38-58-3
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In Re:Estate of ..::D:,:;A::.;N~I=EL::::....:M~•..:.M~c~KllINNEY==:=-_
_____~:.;.;'1A;=S:..:ill=N.;:;.G.=.;'lD~N.::.__County - FHe No.63-70-329
Dear Mr.f.1oten:
You are hereby notified that the original
appraisement in the estate of Daniel M.McKinney
has been filed in the office of the Register of Wills qf Washington
County on June 29 ,19.1Q.Said appraisement reflects·the
following valuations:
Re alEstate _--'--=1=.;,r...5~OO:.=.:.~O;.;:O:....._...,_--
Personal Property 7~4~7~.~7~3~_
Transfers -------."...-=r-=-...,.,.,,~_,_--Total --,-_2!-,2.;:..4.:..:7....:•..:,7,::.3 _
As to such ~ax 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.
Date ...;J:..;un=e:......;c2:..<9:....J,'--=1:..<9..!.7..=O-----si~nel2dJ7 ~eo:ye
Title Vi.R.CHANEY,CHIEF -FRAI;ER.
DATE OF DEATH:February 18,1970
Note:This is not a bill.
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RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of McKINNEY,DANIEL
(Last Name)(First Name)
11.
(Initial)
DATE OF DEATH_2_-_18_-....:.7_0__FILE NO.63-70-329
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E".
06-29-70
02-18-70
Dated:------':...::-~'---''--=-------
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
$-------+--J..JW uu
747 73
2.247 73
$T.JUU ,uu
747 73
2 2L.7 171
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
FOR USE OF REGISTER ONLY
Tax on $-+__2%
Tax on $-----------t--6%
Tax on $-----------t--5%
Tax on $-----------t--10
ThxM$~
Exemptions=========l~=Total Estate -1-__
TOTAL TAX
COMPUTATION OF TAX
$--------+---
$--------+---
$--------+---
$--------+---
$-------+--
$.L..-_
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death :::::::::~t==
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $------
AMOUNT OF ESTATE TAX ASSESSED $------IL-
Estate tax paid $_~---Jl-
BALANCE DUE $......JI_
Add interest at rate of 6%fcom
-------lto----$-----~t=TOTAL TAX BALANCE $------.
PAID $-J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
I~
Will l
Administration ~No.
IN THE
Year .
MATIER OF THE APPRAISEMENT
OF THE
ESTATE OF
DANIEL H.HcKINNEY .....
Deceased
Late of INDEPENDENCE..............................-....
County of
WAS HI NG'ION
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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Fonn RCC-2
.,DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 )27
COMMON'WEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX •.
APPRAISEMENT
DATE ..J.une.2.9.~,.l9.7.Q .
•COUNTY ...l.i.~~h.~!?&~g.~,
FILE NO ??::::.7..9.:?.?.9.1
Whereas,P.~.~~.J:M.~M~.K~.~.y.late of ~.g.~.p.l:?l.l.g~.~.~.
in the County of w.~.~Jt~Dgt..9.;\'L Commonwealth of Pennsylvania,having died on
the l.$tb.day of F.e.bruary...................................19..70...,seized and possessed of an estate
subject to Inheritance Ta.x under the laws of the Commonwealth of Pennsylvania;
Therefore,I,...................._.......W.!..R.~.....Gb.9.,~.y...................................................................,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fi.."{
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for 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.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax PurPOleS
$
REALTY:
All that certain lot of 12T0und situate in Independence
Town shin Washington County.Penna••known and desiR:nated
as Lot No.9 in a plan of lots laid out bv L.lvI.Irwin.
which said plan is recorded in the Recorder's Office of
said County in Plan Book 3.P3-ge 136-137.1,500 00
PERSONALTY:
Cash ,.,247.73
Old furniture 150 ro
United Nine \'lorkers Benefit 'i50.00
747.73 747 73
.
Total ??J.??~
fonn~~V~~hb~~::rh~W<>rll~~~~~:;o~e~~~.;~~:;.§~~t:isi~l~~~
Appral8
~.....".........................._............................................_..............................................L.~r and Street).............-~......~......::-:'....................................................Penna.o Tpost Oflleel
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................................W.i\..$tI:J:NG.'ION County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
....p..AJ:\T:I;~}1.~MgKJ.NN~X .
Deceased.
Late of
INDEPEN DENC E
Datc .of Dcath,f.e.l?;r.1l!;p;:v l$.,J9.7Q ..
Appraisemel!t Docket Vol.,.3..$...
Page,.5..$~.3.No 9.3.~.7.Q..:::3..?9 ..
Filed in Register's Ofjice,.......J..@.~.....~.9..........19..7Q..
A1n~unt of tax due,$.
DEPARTMENT OF REVENUE
Received,
-_.__,.",,,.
Examined and Approved,.
Wrote abaut Appra.isement,
Appeal /,.0»1 Appraisement,..
Entered and charged,..
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ESTATE OF Dan;el M.McKinney
DEDUCTIONS ALLOWED IN J
TH '17 7 ll"s }-E SUM OF $.
Register of Wills,Ago"1
DATE
LATE OF Independence Township,Wash.Co.,Pa.
STATEMENT OF DEBTS
AND DEDUCTIONS
OFFICE OF THE
REGISTER OF WILLS
OF _....!:W!-laa"soi!.;h~i~n::::g:L:t:..;o:::.;n=-_COUNTY
Form .RC·e·10..;,
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DATE OF FILING APPRAISEMENT .June 25,1970 DATE;OF DEATH ---JF~eBbLU.rJ.luu:aru....:yl'-dol~8y,.......,1!:.9~7.!..~0:....-._
DATE NO.OF NAM&:OF PAYEE REMARKS AMOUNTVOUCH,""
1n"1n
M .....~~,..........11 Ml:l,.;nn T .-.,~~00
M ...,..~1 ?-Washinnton Countv Renorts .."'';''''t''l ,..4 100
4 ........1.d-~.Tnhn M~_A....,/2 -'5.Q..O_'~I
An,._27 4 Observer Pulb.Co..~.,.;nt"l 1A Inn
An,.5 Washinaton Hosnital 'ha'..."""....nne .d-00
I
An,.6 West Penn 10,....1 ......"....~........4 nn
M..n ..4 7 ....W~"d b~l~n~e nn K;~£in
M ...'lI7 4 8 Mellon Nat.Bank balance on account ~'..4 OK;
.T..1"10 ,n 0 S wn;i-e ~Snn~monument let'ter.!=:1'7 ,:"n
.T..1"10 ?..4 ,n p;-.1 Hnme -,~,O..4?'00
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T....,.....~c:;",........" M ...,..;""n oF';1 ~....,..;'::t Inn
.T"no ?I:\12 A J po++;+E'lmiture bal.due c;o Ion
~....n+~1~J.lo'~n -·d";o not~ries ~,nn
~,.......+":I 1A ....l<"~"''''."".,.;,..""1 c:n Inn...
~....n+~.11:\R 4 -.A++u ''''oFoo ,c:n nn
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c"'.....+·'::t 1';-.1 l'M ........;...,..~.;1 ~..,.,.1C:;Inn
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COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF ----lIQU::l~......"..I.W-.Io.Ll~____Sll:Washington
--..cAu.r..Jt.....h..uuloLr.L...-£MlolooLitlo.le=oJnlA-~H£REBY CERTIFY.THAT.TO THE BE.T OF
BOB A.FRAAKS
PROTHONOTARY
My Term Expires First Monday
........iJANY.ARV.1972
INHERITANCE TAX PURPOSES...
I\4Y KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSD OP'
ADMINISTRATION 'SUBMITTED TO THE ESTATE OF Daniel M.McKinney .DECUeED,AS DEDUCTIONli FOR
--Ld-i---=-4-k,..a....a::'l:£~.(,I't:H:;bc(J;4-¥~---#-+Zd&~~-".....'L..---CL.5.1
.'Ne'"li1:;.eiill...r;";J~'_""'~u.;.
My Com.EKp:.March 26,1971
Washington,Washington County,Penna.