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HomeMy WebLinkAboutOC1970-0400 - ESTATE OF MILLER--------------_._.- ~/.; R C C-39 (5-681 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Miller (Last Name) Lucy (First Name) D. (Initial) DATE OF DEATH 4-15-70 FILE NO.63-70-400 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". March 8,1971Dated:---"-'...........................'-J-.c.J.'-J..o"~---- REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that Ihave allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on·$-4-__2% Tax on $---------4--® Tax on $5% TU~$lK Tax on $15% ~~pti~s * Total Estate -1-__ TOTAL TAX COMPUTATION OF TAX $----------1--- $----------1--- $----------1--- $----------1--- $-------+-- $-..1.__ (*)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 --~-C $------'AMOUNT OF ESTATE TAX ASSESSED $. Estate tax paid $I BALANCE DUE $....JL- Add interest at rate of 6%from to $_;-~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. Will (. , .No.AdmInIstration IN THE year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF LUCY DONNAN 11ILLER........................................ Deceased Late of . County of vlASHINGTON WAS.HINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL , i ..., Fonn RCC-2 . "COMMONWEALTH OF PENNSYLVANIA DATE ....Mar.ch....8.!t....1 97.1...................................., 4 ;.,I)E.PARTMENT OF REVENUE RESIDENT INHERITANCE TAX Washington BUREAU OF COUNTY COLLECTIONS COUNTY ·..·······..·····lfil···'··,~..·······....,·tr.l..••··•··•·•·••..••·............................ HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•.......??:7..~=4.9g ............................................... Whereas,.......................................Lucy....Donnan...Mill~;r...............................................late of ....................~~.~.!?::~.~.??:.,..................................................... in the County of ............................................~!:l-.~~~g~.~~..........................................................Commonwealth of Pennsylvania,having died on the ..................................~2~.~................................................day of ................,A,,:rrr..;tl.............................................19.7.9.....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; 1jherefdre,I,...................................ALERED....T'OS..I.............................................................,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 $ RF.A T.'1'Y: q,'~~~~~~.",of'~p "A";:It.t.ached to annraisement 'J,Ji.OOO DO-ru PERSONAL: See r"nr.."r of schedule liB"attached to appraisement 323,189 83 JT.HELD:, See conv of schedule "E"attached to appraisement 16,000 00 I i total 373,189 83 . '-'0.f- Having been duly sworn according to !aw,I do hereby certify that the above appraisement is made in con- formity with law on this ...................~.day Of~I:J'7~;;;~. ......................................,................'.................................................................................,........................ (Number and Street) ................................................aJ~....................,Penna. - WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of LUCY .In DONNAN MILLER...,. Deceased. Late of ...1'lAS.HINGTON . Date of Death,.4.~."J/3..~7.Q y . Appraisemel!t Docket Vol.,~. Page,~=X No..??~7..9::::4.Q9... Filed in Register's 0 fJice,~.:r::.~?19 7.l.:. Amount of tax due,$. DEPARTlYIENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,. Entered and charged,. )< I'.,: • -•_"-f •~••, ..., .:. .'..' ........ .''....~• I . .'.~•• '..'.:....:....."'. .' ....;.. i,,.; -;; ~! :i.! i I ..:', '.:'. ~.: ".''. ..-.~:.'..' .". .,,....'~.<.:.~.:'.. '.,~.. :.., .'.~. .'.'"1...L ", I '... ".....:.... ....W --~--'--'--~':: ..:..,.,...... .•r .~•~'. ....",. .'":I,:i..UCY DONNAN MILLER,of North Franklin Township,Wash- ."'..-,'.. ..'. ......" '. ,...:••,.'~'.'I '.~':.;....~. .'. ·ington County,Pennsylvania,declare this to be my last Will and I···,,.'.... , '.do,hereby revoke any will previously made by me. ..'.,:.':~":"~."':<'..~'.'.',··c.Ompany,no,,,held by me,to Marguerite C.Mil leI',of Bartlesvi11e,,. ," ,..... ;,,~.,..-.'. It is my intention that if I shall die owning fewer than'Oklahoma'. ,":.,' ~~~:.40()sha:t'e~of the said stock,then this l~gacy shall include only the , I, i, I:~III j I '... "::..:'...":..:.. '..,...'. .~.:,:: .~.....'".," I bctlueath a savings account in my name in First Fedcral'..:•.•...:>..,2·~ ..~.'. ".,,..,:'....... :Sav'ingsartd Loan Association of Washington,Pennsylvan ia,to my grand':. ~.number'of shares'which I then own. ! " ; : Ii:r-- I r~i Ii "i I UI!,'" Ii'I!Ii 11,...( .~-'. ."'.':. .~'..... ,.'. .'.'"~:'. . "..•..'. '.,:' ":.". '...:-....'.:- .'.''~":'::...',,'. :...," ..-.: '. .:;....:.....•'.".::.;.'";'.'.':'"'.:. '.,'."....... ,4.1 direct that all federal,state and othel~d,eath taxes, '..:'. ':"'.:'.' '..: ,",'.}~. •I':-•••••••: .,~ '/~-state f~~t~x purposes :~rt~e tra~sfer 0/any property hereunder.'..'...-. ·'.,..~...:.". :.every nature and whereversit:uate ,in equal shares,"to my sons, '..'..'...;...'~..' ...,~ :;::AlvanD.Miller and IUchard G.~liller,Jr.' ..I,':'7h ~er.,~;~ry Br{IC",~iller...... ':.s.i de~is~'~nd'beq~l~ath'theresiduE:of myesta'te ,of '.'may be'subj ect,inclu'cling any interest or penalt ies imposed in connec-:- .'..;'.-.~"." ··tion with such tax,shall be considered a part of the ex~ense of the '.:' -administration of my estate and shall be paid.out of the residue of .:·my estate,without apportionment or right of reimbursement . !t~··"t,I',, '....."'. .......:.;. .........-..' '.'.;::'..~:.:. . .'..",. ".-:'" '.....:!..):.>~.:',5,0..j appoint my sons,AlvanD.Miller and Richard G. ·...'. ::MillerJJr.,Execut6rs 6f this my Will,and I direct that neith~r ~:.of the above persons be reqUired to give bond in any jurisdiction :', I. #i: I r; .,'..., ·i~..which he may serv~..·'.',::.':.:':::..:........'..:',:."',::'.,":'.. :,."-.."....'.•:_ _;.,,~•..'..:.",.-::..:'.,_~-:·..~..:..~;.•.,:..:..c':... .'.;'. :.:...:'.:.··.:~~»:.::,'<INWITNESS WHEREOF,i 'have herClll1to set my hand and seaI "t~i~':(/J{:',_day of Septcmbcr';-'19G9..<.:;...:" .. .. .·.·.(.I/:~/-c£-_\-'.·,I 9'f D --//)""'Q'-.'.:...' .,.. .'...--.---!-'/--".......)~..'..'.,.~.Z .")..'I''/.Ii'."(.,")_________:.((.,;I •~"t.·L f~.~..:SLAL ~.<---I ~--- I. JI I I b 3-7o-~dd 1\ffi~auit OOf 1fxrtutnr (@r 1\~miut!itratnr'.-~- ~tutt of Jtltltliylnultiu,t 116: C!!OUltty of IIUlil1iltgtolt \ Personally before me,the undersigned authority,a NQ.ta.r.s..P.JJ.b.li.c ..in and for said County and State,appeared RI.CHABD G MILLER.,.J.R ~who,being duly sworn according to law,deposes and says that he is the executor or administrator of the estate of LllC-Y DQN.NAN MILL.li!R..,deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estat~of....lIg9..Y.p..Qng.~~Ml!.l~!', 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 ~et~.,"/~ ....;z:j'""~"da~~~:~:~_.~:;;;~,:th"./,L...........l~Jb _qv.r ............................C2h~M.9.l.i.g .....NQ.t..~.ry Executor~A_~t:efWashington,Wa ington County,Penn'a.T t My Com.expir s Apr.12,1975 ADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 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 lhturutnry nub !\pprnisrwrut of the goods and chattels,rights and credits which were of LIJ.CY.DO.NNAN Ml.LLER.,.Jate of ,NQr..t.b F.r..a.nk.lin T.Qw.ns.b.ip..".. Washington County,Pa.,taken and made in conformity with the abave affidavit. DOLLARS CENTS REAL ESTATE:II Lot in Fifth Ward,Washington,Penna.and in North Franklin Township,Washington County,Pennsylvania, conveyed to Lucy Donnan Miller by Thornycroft Land Company by deed dated August 11,1910,Deed Book 474, page 423,and being Lots 73 and 74 in Thornycroft Land Company's 2nd Addition,Plan Book 5,pages 110, Ill. Lot in Fifth Ward,Washington County,Pennsylvania and in North Franklin Township,Washington County, being Lot No.75 in Thornycroft Land Company's 2nd Addition,Plan Book 5,pages 110,Ill,conveyed to Lucy Donnan Donnan Miller by Thornycroft Land Company by deed dated Feb 9,1931,Deed Book 573, page 241. Lot in Fifth Ward,Washington,Pennsylvania,and in North Franklin Township,Washington County,being parts of Lots Nos.71 and 72 in Thornycroft Land Company's 2nd Addition,Plan Book 5,pages 110,Ill, conveyed to Lucy Donnan Miller by Thornycroft Land Company by deed dated February 26,1923. Tract of 3.305 acres in Fifth Ward,Washington, Pennsylvania,and in North Franklin Township,Wash- ington County,conveyed to Lucy Donnan Miller by Thornycroft Land Company,by deed dated May 20,'1939, Deed Book 627,page 590. Excepting and reserving part of Lot No.71,conveyed by Lucy 'Donnan Miller to Richard G.Miller,Jr.,by deed dated January 14,1964,Deed Book 1168,page 60 $34,00 00 (,.'. "tj '~d "0;1 NU . ....<;;- ,J,1.'I \~I r b Sil'!'or vI HS\f/,lId :1")i"].'5 o~ji'J'f'I 'J.:11 SI~J tJ ~ ......~ 'I I d3~ml ~~~ '\ 8 <:;! ."~~ t ss ~.... 2 ~ 0 \ lid 21 "'l "Jr ~ l.UIL ~~~~~~~ I ~~ ~~ {f ,~..-,~CI:l ~ -.1 13 ~~ . f"...·--'.~~~\ ~ ~~ ... J l::1 ~~ ~ ~. 0 ."~ ?'~ i "tj ."~ ....~ r .... Carried forward $34,000.00 PERSONALTY: Household furnishings,book,equipment Diamond ring Cash: Mellon Bank (Washington Office)Checking Accounts Savings Account #61-963 First Federal Savings &Loan Association, Washington,Pa.,Account #15076 In safe deposit box,Mellon Bank Stock:600 sh.American Tel.&Tel.@ 50.125 450 sh.American Cyanamid @ 27.675 230 sh.General Electric @ 74.9375 600 sh.General Motors @ 72.675 480 sh.Phillips Petroleum @ 22.75 300 sh.Libbey-Owens-Ford @ 44.75 86 sh.Continental Can @ 71.5625 80 sh.Phelps Dodge @ 52.3125 120 sh.Kennecott Copper @ 52.4375 368 sh.Sears Roebuck @ 66.25 . 150 sh.Union Carbide @ 36.8125 22 sh.West Penn Power 4 1/2%pfd.@ 60.25 168 sh.Aluminum Co.of America @ 68.875 600 sh.Texaco @ 26.25 500 sh.Philadelphia Electric @'23.375 .,' 200 sh.Gulf Oil @ 26.625 Mutual Benefit Ins.Co.of Omaha-refund health and accident insurance Final payments received under installment certificates,as follows: Provident Mutual Life of Philadelphia Union Central Life Insurance Mutual Benefit Life Insurance Union Central Life Insurance Dividends deposited after death: Sears Roebuck Kennecott American Tel.&Tel. West Penn Power 4 1/2%pfd. Gulf Oil (through Parker-Hunter) TOTAL 1,500.00 200.00 38,238.58 51,303.47 10,092.55 66.00 30,075.00 12,453.75 17,235.63 43,605.00 10,920.00 13,425.00 6,154.38 4,185.00 6,292.50 24,380.00 5,521.88 1,335.50 11,571.00 15,750.00 11,687.5'0 5,335.00 55.34 32.07 80.70 26.43 26.90 110.40 78.00 390.00 24.75 37.50 $322,189.23 .$356,189.23 NO.OF 1971---- ESTATE OF LUCY DONNAN MILLER,DECEASED FIRST AND FINAL ACCOUNT of RICHARD G.MILLER,JR. and ALVAN D.MILLER,EXECUTORS. R E C E I P T S Principal-Receipts: A.Assets shown in inventory B.~ssets not inventoried: 1.1970 Federal Income Tax Refund (rec'd 4/29/71) 2.A.'r.&T.,sale of rights -5/4/70 3.A.T.&T.,sale of rights -7/7/71 4.Philadelphia Electric,sale of rights -10/17/70 5.Philadelphia Electric,sale of rights -10/4/71 $356,189.23 477.00 186.00 138.00 15.63 15.63 C.Conversion of assets without gain or loss: 1.Furniture and household goods sold, Inventoried at $769.00 769.00 0.00 Income-Receipts A.Dividends: General Electric Phillips Petroleum Union Carbide General Motors Alcoa Gulf Oil Libbey-Owens-Ford Texaco Phelps Dodge Continental Can Kennecott Copper American Cyanamid TOTAL PRINCIPAL RECEIPTS 908.50 806.00 450.00 3,060.00 378.00 450.00 900.00 1,540.00 210.00 305.30 354.00 843.78 $357,021.49 Sears Roebuck West Penn Power 4 1/2%Pfd. Philadelphia Electric A.T.&T. 754.40 99.00 1,230.00 2,340.00 TOTAL DIVIDENDS - - - - 14,628.98 B.Interest: 1.Savings Account,Mellon Bank, 2.Savings Account #S-15076,First Federal S.&L.,Washington, 3.Savings Account $1-0-27382,First Federal S.&L.,Washington 4.Savings Account #1-7-28649,First Federal S.&L.,Washington TOTAL INTEREST TOTAL RECEIPTS 'J 2,384.23 253.89 845.91 118.77 3,602.80 $375,253.27 .' DISBURSEMENTS A.Administration Expenses: 4/20/70 4/27/70 5/13/70 7/8/70 7/1/70 6/17/71 4/25/70 Register of Wills, Washington Co.Reports Observer Publishing Co., Donald E.York Register of Wills, Register of Wills Register of Wills Notary fees Register of Wills Phillips Petroleum Co., Postmaster, Richard G.Miller,Jr., Alvan D.Miller Mellon Bank Letters and probate Advertising Advertising Appraisal Short certificates Certified copy of will Balance on inventory Filing Account N.Y.tax Reg.mail Executor's Commission Executor's Commission Safe Deposit box 20.50 14.00 14.00 50.00 11.00 4.50 16.00 5.00 22.00 10.00 1.11 9,000.00 9,000.00 15.00 B.Other Debts &Expenses: TOTAL - - - - - - -$18,167.11 5/5/70 Richard G.Miller,Jr., 5/8/70 White's Tin Shop 9/15/70 S.White's Sons 11/18/70 Second U.P.Church 4/28/70 4/25/70 4/25/70 4/25/70 4/28/70 4/29/70 5/5/70 Piatt Funeral Home West Penn Power Company, Columbia Gas of Penna. Bell Telephone Co. Citizens Water Co .. Harold Comedy &Son Washington Paint &Glass Electricity Gas Telephone Refuse bill Paint Painting,etc. Grave marker Pledge plus $25.00 Reimbursement for bills paid TOTAL 1,324.,30 9.32 36.96 7.28 15.21 2.00 2.22 25.00 124.00 425.00 51.90 $2,023.19 C.Taxes: 7/10/70 Pa.Inheritance Tax On Account $14,736.84 Less 5% discount 736.84 14,000.00 7/7/71 7/7/71 Pa.Inheritance Tax Internal Revenue Service,Fed.Est.Tax 7,100.00 78,464.51 Co.Pers.Prop.Taxes - Real Estate Taxes: 5/8/70 5/22/71 21.32 17.95 39.27 4/28/70 Washington City Tax 7/17/70 County tax 7/17/70 N.Franklin Road Tax 7/17/70 Washington School Dist.Tax 8/27/70 N.Franklin-Trinity Dist.School tax 4/15/71 Washington City Tax 5/22/71 County Tax 5/22/71 N.Franklin Road Tax 7/21/71 Wash.City School Dist.Tax 8/22/71 N.Franklin -Trinity School Dist. 102.90 110.80 41.27 86.43 284.35 102.90 110.80 41.27 91.71 311.88 TOTAL REAL ESTATE TAXES - - --1,284.31 3/24/71 Internal Revenue Service -1970 inc.tax 1,455.86 TOTAL TAXES PAID - - - - --$102,343.95 D.Assets converted at a loss: 6/18/71 6/21/71 6/24/71 6/18/71 Sale of 168 sh.Alcoa,net 10,480.69 Inventoried at 11,571.00 1,090.31 Sale of 120 sh.Kennecott Copper,net 4,068.28 Inventoried at 6,292.50 2,224.22 Sale of 80 sh.Phelps Dodge net 3,108.13 Inventoried at 4,185.00 1,076.87 Sale of 22 sh.West Penn Power 4 1/2%net 1,255.31 pfd.Inventoried at 1,335.50 79.69 TOTAL ------- - -- --$4,471.09 E.Advance Distribution: 1.Mary Bruce Miller,First Federal S.&L.Account S~15076,specific legacy 2.Marguerite C.Miller,400 shares Phillips Petroleum stock,specific legacy,at appraised value $22.75 per share, TOTAL - - - - - - - - - INCOME DISBURSEMENTS 12/3/70 Marguerite C.Miller,income on 400 sh.Phillips Petroleum stock 6/24/71 Marguerite C.Miller,income on 400 sh.Phillips Petroleum stock 9/30/70 Mary Bruce Miller,interest on First Federal Savings &Loan Acct.S-15076. $10,092.55 9,100.00 $19,192.55 390.00 260.00 253.89 TOTAL - - - - - - - - - - $903.89 TOTAL DISBURSEMENTS - --$147,101.78 SUMMARY TOTAL RECEIPTS TOTAL DISBURSEMENTS BALANCE - - - - - - - - - $375,253.27 147,101.78 $228,151.49 ASSETS HELD IN KIND 1.Furniture,etc.,not sold 2.Real estate as inventoried 3.Stock: 600 sh.A.T~&T. 450 sh.American Cyanamid 460 sh.General Electric (split 2~li197l) 600 sh.General Motors 80 sh.Phillips Petroleum 300 sh.Libbey-Owens-Ford 129 sh.Continental Can (sp1it 3~2.;1970) 368 sh.Sears Roebuck 150 sh.Union Carbide 600 sh.Texaco Inc. 500 sh.Philadelphia Electric 200 sh.Gulf Oil Washinglon,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 178~Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON l STATE OF PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publisbed 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 COL'NTY 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 notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ...............~p.~.~.~..}.9..?!?.?.9... ...............Ha.y 7."l4.,l9.1Q .. Estate Notices The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. •• • • • • ••••• • • •••• MILLER,LUCY DONNAN,Dec'd. Late of North Franklin Township.Washington County,Penna.,Executors:Alvan D.Miller,69568..w..Ivy Lane,Portland,Oregon 97225;Richard G.Miller,Jr.,770 RedstoneRd.,Washington,Pa.15301 . . Attorney:Richard G.Miller,Jr.,417 Washington Trust Bldg.,Washington,Penna. ., that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of ,h••ffid"i'..","<im'•.tJIJd ''''''''0<of 'h(2?""i di:)'!Jfo2ri:J ;~.::L.;;L~~~~..---.----:__r....,Editor Sworn to and subscribed be~e this .'~~ 14~..day oL ~'~y i ~.:~:..,19'-7.0../ ....A.d..~~.d...~a.lU._Ld.IYL- Notary Public ~THERINE C.NICHOLAS,Nctary Public .Washlngtlln,Washington Co.,Pa. ~y CQ:TImissL;1 Expires .November 1,1973 .. w~.....>~1::0 ~:0 ~:'1 ::l f%j0-~:1-(1::0 .'"'t--:0 ~.0 ::l:lJ'::l 0 ~:::t:6';(')~t::l :;~rz::::t>rn i1:"4'1;D"(I)S (1)M-i::O r iC:::::S\)<!S.~~.0 'Itd ''OJ ~it:l in ~rJ)tI ~:1..;NIIi Svl~iii M-o':;~10 ~j~(1)!~;Q.'1 P S'S111/,'.-!r~~~!I~11 SI:)::Jti 't:l ~;Q ::l ~Oil!l-l 10 M0--'"'I -"'.:sntJ ~Ul:.'"'~,is:i~~M'0 f-'.s::l-C >~x:a ~t"4 t:l ~i I>;lJ·6 pj ~~iZ MM-~'0 idM-il-'t::l k ,!:':l r0'1 fi5 2 IJd uZ 1is:0'1 :1-''"'(l).riO I L ~::l ....rJ)>%j(l):(1)0 (l)~,t :1-('<iii (")::l 11:"4 iDM-El'l-iP (1)~.,-'rD ~:1:"40- ~'1 *M-t~_.l h ~i!:':l~,-~I~>0 &->......l ,j.>0 ..'"'iii ~M-C+'"''"'t:l'b is\)'"'~0 '.0 (1)r 0s::~it:l s::,::l (")::l~M-~0 IQ.M-~s::r::l '1 0~M-M-.... ··_-_·..·_-_···-TI·g~l[,~-F:c:;-'ON °l pal!t tOaJayl s;oOJd ,(q paJuaplAa so 'pno:);0 aln~puo alnlOlS Aq paqpJS -aJd Jauuow ayl U!lUnOJJO U!YHM ay.:f0 6u!l!t ay.:f0 paUJaJUOJ suosJad 110 Ol aJllOU 106al uaA!6 aAOY I lOYl At!paJ op I '.."" I .•:....··: 'AINno:>N01~NIH5'o'M ''o'IN'o'AA'5NN~d ~O 31'0'15 \ 0', ,• .. -I The Court is ria?actf~lly requee~&~ to determine proper diBtrlbution 1 this estat~...- Testate Form PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY J Estate of LUC.y..DO.NNAN...MILLER . .__ Deceased No 49-O'..Qf.l.~.7.1_,---A.-A •.--,. Fiduciary__.AJ.¥_~n ...D.•...M.:i.l1.~r a».d _ . .:R:i:~.ha.:r.g G.t Mill~;r..).Jr.,, Date of Date of Decedent's death Ap.r..i.l...J.R.,._..l.~I_O'_--- , ._...Grant of Letters ,Ap..r.:i:l ..2.Q..l l~.7.9 _._.. This is the F.:i.r~.t ~D.Q...F.j,J]..~;L 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 ____. _Record .__:.._.... Name of surviving spouse__N~~_~..__._ _.._.:..____ _.....__._. List issue,where material: Did decedent marry after execution of will?(in~icate):){~No.Any children born after execution of will?(indicate) 'IKa£.No.If answer yes,name them __.._ _:___.._ ____ __ . Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Mary Bruce Miller Marguerite C.Miller Alvan D.Miller Richard G.Miller,Jr. Granddaughter Pecuniary legacy None,Specific legacy Son 1/2 residue Son 1/2 residue List,if exceptions to above: None Adeemed:Revoked:Lapsed:Abated:Give Cause: 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?Yes.Kb§. If any exception give cause:. File copy of Notice and date of mailing G.i.y.~.~..p.y....P.~.:r.§.9.m~J ..J~."!:.~~~.:. Is estate subject to the fili,ng ofa Federal Estate Tax Return?X.~.?..~-. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.21..,..000.•.0.0 . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . .:Ng~.~. 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 wi II 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 2.00 161.00 26.00 75.00 Balance for distribution per account, Itemize any additional debits not shown by account: Dividends: General Electric Phillips Petroleum Union Carbide Over-estimate,filing fee for account Total additional debits (Add) Itemize any additional credits not shown by account: $29.4;.•.QQ . $..~~.~-'.J.~!.!.1.~. Additional Notary fees ITotaladditionalcredits(Subtract) Balance for distribution 3.00 $?.~.~O................... $..2.28.,.41.2..•.4.~. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Balance consists of cash and the following assets held in kind: attached list). r' (See ASSETS HELD IN KIND urniture,etc.,not sold Lot in Fifth Ward,Washington,Penna.and in North Franklin Township,Washington County, Pennsylvania,conveyed to Lucy Donnan Miller by Thornycroft Land Company by deed dated August 11,1910,Deed Book 474,page 423,and being Lots 73 and 74 in Thornycroft Land Company's 2nd Addition,Plan Book 5,pages 110,Ill. Lot in Fifth Ward,Washington County,Pennsyl- vania and in North Franklin Township,Wash- ington County,being Lot No.75 in Thornycroft Land Company's 2nd Addition,Plan Book 5,pages 110,Ill,conveyed to Lucy Donnan Miller by Thornycroft Land Company by deed dated Feb.9, 1931,Deed Book 573,page 241. Lot in Fifth Ward,Washington,Pennsylvania,and in North Franklin Township,Washington.County, being parts of Lots Nos.71 and 72 in Thorny- croft Land Company's 2nd Addition,Plan Book 5, pages 110,Ill,conveyed to Lucy Donnan Miller by Thornycroft Land Company by deed dated February 26,1923. Tract of 3.305 acres in Fifth Ward,Washington County,Pennsylvania,and in North Franklin Township,Washington County,conveyed to Lucy Donnan Miller by Thornycroft Land Company,by deed dated May 20,1939,Deed Book 627,page 590. Excepting and reserving part of Lot No.71, conveyed by Lucy Donnan Miller to Richard G. Miller,Jr.,by deed dated January 14,1964, ~~+_H-_.....!D~e~e~d~Book1168,page 607, 3.Stock: 600 sh.A.T.&T. 450 sh.American Cyanamid 460 sh.General Electric 600 sh.General Motors 80 sh.Phillips Petroleum 300 sh.Libbey-Owens-Ford AO....M"fl j '6.L(I 'J.-~t~rAJA iN.f...:t.0.129 sh.Continental Can {_..~~~~.~'V·~.7~' 368 sh.Sears Roebuck 150 sh.Union Carbide 600 sh.Texaco Inc. 500 sh.Philadelphia Electric 200 sh.Gulf Oil $931.00 34,000.00 30,075.00 12,453.75 17,235.63 43,605.00 1,770.00 13,425.00 6,154.38 24,380.00 5,521.88 15,750.00 11,687.50 5,335.00 ·~.. If Family Exemption claimed by Petition,give place of Record:N9.t..c..l~.iro..~g . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. List any advancement or distribution on account that has been made,and nature and amount of same: Mary Bruce Miller,account in First Federal Savings and Loan Association,plus income thereon (See account) Marguerite C.Miller,400 sh.Phillips Petroleum,plus income thereon (See account) $10,346.44 9,750.00 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: 1/2 each to Alvan D.Miller and to Richard G.Miller,Jr.: 1.Cash 2.Furniture,etc.,unsold 3.Real estate as described on sheet attached. 4.Stocks as listed on sheet attached,1/2 number of shares to each. 129 shares Continental Can divided as follows (revalued at $32.00 per share):65 shares to Alvan D.Miller and 64 shares to Richard G.Miller, Jr. Re-award to executors of $2,000.00 for Federal tax contingencies is requested,the balance remaining after settlement of the taxes to be distributed without further accounting. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly S:wQ.:t'JL doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray,etc. to the best of h.is knowledge and belief. ..........~YiQ;l;'.!L IO ond subscdbed before ~#r /(}J~, me thiS .l9.tb da~Of.De.cemb.er.•..............19'n,...~~../.ll-'Zr'?.,. Signature of Office . ..C~t Title of Officer No.:taJ::..J?\lb~ig.~.........................,. Washington,Washington County,Pa. Office expires..Apx:i.l...l.2.,.19.7.5 ..~. '-, No.~tQ.Q_._Q;f J:_~7..l,...A.•_A_._.__._.__. _ Estate of_..~_v.CX..UQ~.:NA;r~LMJ.J,.l!~R,....._.1""f I -~r""I 1,,,df'·j ..I....4.<, . ,Deceased·v72 Ji1fl I 7 "tJ 10iLl.39 Fiduciary_..A._1Jl_3.tLD.t_..M.il~er_..and..__.:_._ _~!~.!!~_~g...J~.!.__M~l.t~;r".J.~.~__"___'.. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,'1951,being rule No.9:pa rag raph b-c;and divisions thereof:shown on pages 23-24.' 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of 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.. _....__R~~_ha_:r.g...G.•.__Mil~er..,.._.J:r__....__._.._.. Attorney .....2 RUS~,ELL ~;i M\I N0 REG:STl~R OF WILLS WASHiN:;rON CO .•PA. ;ii' '1 In t4~Qruurt nf Qrnmmnn Jlrns of lIusl1ingtnn Qrnunty, Jrnnsylunnin,®rpqnns'Qrnurt ilittisinn '"i:.o,j'. ESTATE OF Lucy Donnan Miller, deceased N 63-70-400o._~~~~_=...::.._ In the matterofthe First and Final Account of Alvan D.Miller &Richard G.Miller,Jr.,Executors ADJUDICATION AND DECREE And now January If ,19E-,this matter come on for hearing, audit and distribution at this session and testimony token;and thereupon,upon due consideration there~f~~ba.lqn;;e for distribution in ifhe hands of the Accountant is determined to be $_2 .J+l~~'1 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. ,~ SCHEDULE OF DISTRIBUTION Balance per account $228,151.49 Additional debit asked at audit 264.0C $228,415.49 Additional credit asked at audit Balance _ Deduct Clerk's Costs &Receipts,_ Attorney -l.R.!..il-lc......h..Li:a:ur~d~G.w._..r.M;,r,.,i...'...'r..se;j"jr~,~J'-Ir.;.,.----__ Revalue for distribution,129 shares Continen- tial Can Stock from $6154.38 to $4128.00 or reduet:ton of 3.00 $228.412.49 153.,0 $228,258.99 ~:2..17 /"!7 "'Z--c7~.;'/S-3,S"O +~"'IJ ~~-;y,,~-v 2026.,38 ~ij", $226,232.61 Redebit for distribution-Eems advanced in dis- tribution prior to distribution by the Court,20096.44 Russell Marino,Clerk O.C.,costs in certifying rea 1 el:J te te to Recorder,5.00 Olga O.Woodward,Recorder,costs recording certification of real estate and costs regis- tering same,8.80 Marguerite C.Miller,specific bequest of 400 shares common stock of Phillips Petroleum Com- pany valued at $9,100.00 together with accrued dividends thereon in the amount of $650.00, held in kind and distributed as such at the appraised value,credit to be taken by the accountant for items advanced prior to distri- bution by the Court,9750.00 Mary Bruce Miller,granddaughter,specific legacy of Savings account in First Federal Savings and Loan Association of Washington, Penn's,valued at ~nO,092.55 together with in- $246,329.05 $236,565.25 '< r .) r ,\ I t I I r )' )) .. ~ter.'tlst accrued thereon in the amount of $253.89 held in kind end distributed as such at the amount shown,credit to be taken by the accoun~ tent for funds advanced prior to distribution by the Court, Alvan D.Miller,and Richard G.Miller,Jr., Executors,reaward for Federal Tax Contingen- cies.After the tax is fully settled and the accountants liability ceases,any balance of this reaward remaining shall follow the decree of distribution hereinmade as it relates to the distribution of the residue,and the proportion- ate shares therein and no further for.mal accounting thereof to the Court shall be neces- sary, Russell M~rino,Agent,transfer inheritance tax,.$68.62 Interest f:rom 7/15/71 to 1/24/72 2.16 103h.6.Lili 2000.00 $226,218.81 Alvan D.Miller,son,1/2 residue,including cash,share of furniture valued at $465.50; an undivided 1/2 interest in real estate as hereinbelow described;shares of stock as hereinbelow set forth;held in kind and dis- tributed as such at the appraised value,per election filed:- 300 srn res A.T.&T Company 225 shares American Cyanamid Company 230 shares Gener8l Electric -. 300 shares General Motors 40 shares Phillips Petroleum 150 shares Libbey-Owens 6~shares Continental Can Stock (as revalued) 184 shares Sears Roebuck Company 75 shares Union Carbide 300 shares Texaco Inc. 250 shares Philadelphia Electric 100 shares Gulf Oil 112074.0 P Richard G.Miller,Jr.,son,1/2 residue,in- cluding cash,shere of furniture valued at $465.50;and undivided 1/2 interest in real es- tete as hereinbelow described;shares of stock as hereinbelow set forth;held in kind and dis- tribu ted.as such at the eppraised value,per election filed:- 300 shares A T &T Company 225 sheres American Cyanamid Company 230 shares General Electric 300 shares General Motors 40 shares Phillips Petroleum 150 shares Libbey-Owens 64 shares Continental Can Stock (as revalued) l8lt she res Sears Roebuck Company75sharesUnionCarbideCompany 300 shares T~xaco Inc. 250 shar~s Philadelphia Electric 100 s ha res Gulff Oil 112074.0 No balance REAL ESTATE TO BE CERTIF'IED TO THE RECORDER OF W.SHINGTm COUNTY BY 'IRE CLERK OF WE ORPHANS t COURT DIVISION Lucy Donnan Miller,devisor,to Alvan D.Miller,dtlvisee of an un- divided 1/2 interest to Richard G.Miller,Jr.,~evisee (f an undivided 1/2 interest;each undivided interest Deing in and to all the right,title and interest of the devis~n perce of real estate described as,VIZ: r (.r r r r r ., I"r . r ,\ r \, r r ·.... LOT in Fifth Ward,Washington,PennIa and in North Franklin·Township,Washington County,Pennsy1 var ia,conveyed to Lucy Donnan Miller by Thornycroft Land Company 1 e deed dated August 11,1910,Deed Book 474,poge 423 ,and being lets 73 and 74 in Thornycroft Land Compa.ny's 2nd Addition,Plan Be ok 5,pages 110, Ill. LOT in Fifth Ward,Washington COul ty,Pennsylvania and in North Franklin Tomsh~p,Washington Couniy,being Lot No. 75 in Tho·Mlycroft Land Compo ny's 2nd Addition,:F Ian Book 5,po.ges 110, 111,conveyed to Lucy Donnan Miller by Thornycroft pond Com- pany by deed dated Feb.9,1931,Deed Book 573,page 241. LOT in Fifth Ward,Wa.shington,PeI1nsylvo.nil,and , in North Franklin Township,Washington County,teing partis of Lots Nos.71 and 72 in Thornycroft Land Company's 2nd Ad;Utions,. Plan Boo]!5,pages 110,Ill,conveyod to Lucy Dcnnan Miller by Thornycroft Land Company by,deed dated Februar,26,192~o TRACT of 3.305 acres in Fifth Ward,Washin~ton County,Pennsylvunia,o.nd in North Franklin Towl1[ship,Wa~h- ington County,ccnveyed to Lucy Donnan Miller 1::y Thorny~roft Land CompQny,by doed dated May 20,1939,dood book E27,page 590. EXCEPTING AND RESERVING part of Lot No o 71 con- , veyed by Lucy Donnan Miller to Richard G.Miller,Jr.,b~deed dated Jnnuary 14,1964,deed book 1168,page 607. CERTIFIED TO RECORDER ~anuary ?1,1972 ....~ r - '.r r r • r r r ,-.. 0 ,~ ff' ~ ......::I.Z !r g --to '? e;, :T' a c CD ~J a 3 ~CD 0 0 0 f'...........:::l:...." r r~r ~~0""" t .( --to:T' ::: CD M =&I,' ~~::l t r r r '-r ~~ ~ ') )("' r t •1 S'i t •r r r r ·....1 -o ~-. ,.....-~, .i Observer·Reporter WASHINGTON,PENNSY,LVANIA PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929,P.L.1784,a,s amended. ~Commonwealth of Pennsylvania,County of Washington,SS:.........•.. Personally appear,ed before me,a Notary Public in and for said County and State,Ri.~.~~.~4.§..!C..9.W.~~,who being duly s,worn according to law,deposes and says that he is the ~.~~.r~.t~.~Y . of the Obs'e,rver Publishing Company,a Bennsylvania corporation,and its agent in this behalf;that the said Com.pany is,the owner and publisher of the Observer-Reporter,succ'essor to The Washington Observer,established Septembe'r 18,1871,and The Washington Reporter,established August 15, 1808,a daily news,pap'e,r of general circulation,printed and published and having its place of business at Washington,Washington County,Pennsyl. vania,where it or its predecessors have been established and published continuous'iy for more than six months prior to the publication of the notice hereto attached;thUit the printed notice or advertisement hereto attached is a 'copy of an official advertisement,official notice,legal notice or legal adve,rtis,ement,exactly a.s printed or pUblished in the Ob£lerver-Reporter in its regular editions on the following date or dates;. ................................Apr.il 29.,May.6 and 13.,1.9.1.0 . that neither th!e affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega- tions'of this affidavit as to the time,place and character of publication are true.......~II ~.. .'ESTATE NOTICE STATE OF LUCY DONNAN ILLER,dece,,~ed late of North ranJdin·Township,Washington',,unty,'Pa. Letters testamentary upon the love estate having been granted the undersigned.all persons hav. g cl!lims !lgainst the estate are ,lquested to make known the same/.the undersigned or his attorney ld all persons indebted to the de.~2dent ·are requested to make pay- ment to the undersigned Without/'delay. Alvan D.Miller,6956 S.W.Ivy Lane . Portland,Oregon 97225' Richard G.Miller.Jr.I770RedstoneRoad Washington,Pa.15301RichardG.Miller.Jr. Attorney ,I 417 Washington Trust Bldg.Washington.Pa, .70101·Wed..3t, Sworn to and sUbscr~efore me thiS...13...daY.Jf..Ma.'YA'1.979... .............~'J.l.ef··:;,~?!£~·(~~t\~ ," •',I"V'"CUUNT'IWAStill,Co,J;,"ASHI.."I I. MY COMMISS!ON o;PIIU.S ~~Y 6.1972 lin tqt (0rpqttns 9 C!1nnrt nf Jl!IttsQingtnn C!1nnnty In the matter of the Audit of Account in ) Estate of LUCY DONNAN MILLER TO THE AUDITING JUDGE: No.400 pf 1971,A.A.,:XXXXX~2A.. Enter .!!m...yJ--,appearance for AccQuntants. ~7UIJr·/f--day of Decemb~:1971. 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. r;'~I C t\'r,-I.,li Jhl1._..L.L,..; ')7Z JRtf I 7 Ml 10 39 Rus ::::ElL r,,'f,\niN'O' REGISTL:.H OF WILLS 'ItA SIiIN(;TO rJ co..PA. No.400 Of 1971,A.A.,XlKXXXX1KX. In re Audit of Account in Estate of LUCY DONNAN MILLER, Deceased. AUDIT 'rartipr for ~ppraraurr FOR AccQuntan ts. Richard G.Miller.Jr. Attorney ~2 J IN THE COURT OF COMM9N PLEAS OF WASHINGTON COUNTY,PENN ORPHANS r COURT DIVISION HEARING ON AUDIT ~z~..I>-UlZ ZIIIII. IN RE: Estate of LUCY,DONNAN MILLER, Deceased. ( ) ( ) ( )) ( No.400 of 1970 Your Honor.I have the papers,and there are no creditors. MUler,deceased.The Executors are Alvan D.Miller and Richard G.Miller and the attorney is Richard G.:lVliller.Jr.Mr.Miller? lVlR.MILLER: Numbe:t,400 of 19701 the estate of Lucy Don an There are no complications in this estate ei herl The Honorable p.VINCENT MARINO,Judge of the said Court. Tuesday,December 14,1971,at 10:00 A.M.,EST RICHARD G.MILLER,Jr.,Esquire,of Washington, Pa.,·representing the Accountants. lli THE COURT: II:IIIl-ll:oll. IIIII: l-ll::JoU ..I«oii:II.o ~BEFORE: ~zxQI ~t APPEARANCES: ~Ul Q ..I« Q TIME: Q :J., :t/::til , "jill..!" .' THE COUftT:Is there anyone else in Cou.rt interested in t is decedent's estate? (NO RESPONSE) THE COURT:The au.dit of this account is marked closed by the Court. , ~'- I hereby certify that the proceedings and evidence The foregoing record of the proceedings upon the of the above cause,and that this copy is a correct transcript of the same. J. ~uit.. Ul a ..Ic( § g hearing of the above cause is hereby approved and directed to be filed.., J:I::til viII:III..II:oD.IIIII:..II::;)oU ..Ic( Uii:IL.o are contained fully and accurately in the notes taken by me on the hearing~z<>..I>-UlZ Z IIID. Zo..ClziUl<~ -'.. .' :~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF LUCY DONNAN MILLER, DECEASED. ) ) )NO.400 OF 1971,A.A. ) ) ,. ELECTION TO TAKE IN KIND We,the residuary legatees and devisees in the above estate elect to take the following assets in kind,in equal shares,as far as possible: 1.Furniture,etc.,not sold (value $931.00) 2.Real estate as inventoried 3.Stock: 600 sh.A.T.&T. 450 sh.American Cyanamid 460 sh.General Electric 600 sh.General Motors 80 sh.Phillips Petroleum 300 sh.Libbey-Owens-Ford 129 sh.Continental Can 368 sh.Sears Roebuck 150 sh.Union Carbide 600 sh.Texaco Inc. 500 sh.Philadelp hia Electric 200 sh.Gulf Oil ,.,. ,,'- ~ In the Court of Common Pleas of Washington County,Penna. Orphans'Court Division No.400 Of 1971,A.A. ESTATE OF :l-. ~'7~".f·';7 ~;i 10 30(.wr"I..." riEGiST::.~i';,',U.S Y/AS;;/!;.T":4 co..PA. tl ... ~ L- .4 J LUCY DONNAN MILLER, DECEASED. ELECTION TO TAKE IN KIND RICHARD G.MILLER.JR. ATTORNEY AT LAW 417 WASHINGTON TRUST BUILDING WASHINGTON.PENNSYLVANIA 15301 R;..J •~:.:.,I .~\rr:~J Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTION.S COUNTY OF W.ASa..l.NGT.Q.N . J IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent 'resided;Return is due within one year after date of death,unless an extepsion is granted by the Secretary of Revenue.(Section 703 of the Inheritance_an~.E.st,ateTax J\ct of 1991.) 'Late of ..~;.9.7:~;;.;~;I.~:E~.~~.~~.~~}::::::~:OF (State full name of d .,jent) ..........W..a.s.h.i'ngt.on County .l\'BMlNt8"f'tt2Ik'l'61t" and say State of l?ENNSYLV!:NI.A.} 5S: County or WASHINGTON...... ...Al.Y.~.~P..~M.~.l.l~.~~~g :RJ.~.~.~.~.4.G.~Mi.:..l.:::t..~.~.."~.~..~~.. AtdlnirH8M'ltMr of the estate of the above-named decedent being duly sworn.depose EeeutorS ...........19..7..9..........J testate leaving a last will,copy of which is hereto attached.} (lJay)(Year)Lftrtoeost'!lt'l! Decedent'died Ap~.~J ..1...P..,.... (Month) Name and address of attorney or} other acthorized representative to who~all correspondence should be mailed. RichardG.Miller,..Jr...... 4:1.7 ..Washington TI'll.st ...Bll.:ilciJ:tlg ,W~s.~:iJ;lgtc:m,Pa.1530:1......................... That as such Ex.e..c.ut.Q.r.S deponent is familiar with the affairs of said estate and the property con- (Executor-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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Mellon Bank Washington.Pa.Lucv Donnan Miller Richard G.Miller.Jr.Son Alvan D.Miller Son That the contents of said safe deposit box or boxes are itemized under Schedules B &Eof this return,with the excel;tlon of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth full v and in"detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page o~record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wher.es~ver situated owned by the decedent at the time of death;all moneys left by the decedent \..."''\'..at the time 'of~death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they arp.designated as tax free,of the United States,or any state,or political subdivision thereof,or of nny ~lrp.ign country,which are owned at the time of death;all wearing apparel,jewelry,silver,ware,pic- t ures,1)00\(s,works of art,household furni ture,horses,carriages,.automobiles,.boats,and any anI!all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated market valne thereof';all bonds and mortga!!;es held by decedent and of all claims due and owing decedent cl t thp.time of neath,and all promissory notes or other instruments in writing for the payment o~money of Villi ell rtf'cedent died possessed,of whatsoever nature,wi th interest thereon,if any,giving the face value IJnrt estimaterl fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation-as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,b?nds 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. L In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the"date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedUle,financial statements sho".ving the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transfe~ee and all other facts of a pertinent nature regarding said .transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a cony 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 pa~ses'at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either individually or.jointly,by the will,deed,or other instrument of another, with a copy ~f the instrument creating such.power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,andthe 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 )ointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,.address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fUlly and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time (If ~.death;taxes accrued charge.able for period prior to decedent's death (except.those.allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,· have been carried forward and properly registered in the Summary.~~~ 8th ,/~U ~.;,)(J0Subscribedandsworntobeforemethis!2Y1j I <<t:(".'!!. ..........................................day of f.~.l:>.~:g.~.;r.y.J 19..7.1......M •••/:~Nf'~~...1J7Jtk:~~~mb~li!1·...:::T~~~~:~:~~~;:~:~;f~:!~~:~:~~:'e::nb:~nk 'pace,i~~~~=:~:::~~~~~~:~... 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. SCHEDULE "A" -REAL PROPERTY Rc"C-34 (1-64) COMMONWEALT-H OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT ·'•" 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 "E",Property hl'ld by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo[1wealth of Pennsylvania should be described by lot and block number,street and street number,together with a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a- cres;also statement of mortgage encumbrances upon each parcel at death of decedent,Taxes,assessments,accrued interest on mortgages,etc.,are ta be listed on Schedule "F"and must not be deducted from this schedule. (1)(2)(3)/ DI;PARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTION DECEDENT'S MARKET VALUE (Do not write DEATH In this space) a.Lot in Fifth Ward,Washington,Penna. and in North Franklin Township,Washing- ton County,Pennsylvania,conveyed to Lucy Donnan Miller by Thornycroft Land Company by deed dated August 11,1910, Deed Book 474,page 423,and being Lots 73 and 74 in Thornycroft Land Company's 2nd Addition,Plan Book 5,pages 110, Ill. /b.Lot in Fifth Ward,Washington,Pennsyl- vania and in North Franklin Township, Washington County,being Lot No.75 in Thornycroft Land Company's 2nd Ad- dition,Plan Book 5,pages 110,111, conveyed to Lucy Donnan Miller by Thorn3- croft Land Company by deed dated Feb. 9,1931,Deed Book 573,page 241. f!0 00'---II---~J 1 5 V 4!J«J t.o J :Af)~/ Tract of 3.305 acres in Fifth Ward, Washington,Pennsylvania,and in North Franklin Township,Washington County, conveyed to Lucy Donnan Miller by Thornycroft Land Company,by deed dated /' May 20,1939,Deed Book 627,page 590./ Lot in Fifth Ward,Washington,Pennsyl- vania,a~in N9fth Franklin Township, Washing~n Co~ty,being parts of L~~ Nos.71 and 72 in Thornycroft Land I ~( Company's 2nd Addition,Plan Book 5, pages 110,111,conveyed to Lucy Donnan Miller by Thornycroft Land Company by deed dated February 26,1923. 4. c. Excepting and reserving part of Lot No. 71,conveyed by Lucy Donnan Miller to Richard G.Miller,Jr.,by deed dated January 14,1964,Deed Book 1168,page' 607.ri7«/11 Insert this total opposite "real property",Schedule "A"in the "As Reported"column on the last page of this return. xxxxx .~$34,000.00 .34.(}OO.OOI ---~------------------.----------------------------------,; RqC-35 'GOMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta;gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and fUrnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,•stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT ESTIMATED VALUE MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) Vl1 38,238.58 ~~;Jdfc20c:sr 51,303.47 v 1 y'1 S~s03.LPl Jri<!1<J .10,092.55 -,/OOoor.,s.5'66.00 ,"7' bb.0 0 :1';;.07 FtJ./0 8.6.'-!J c:1..b.Clo ~SdO_O~..r ~oo.Oc:">/ -'yo 0%()o /;~7C'/?;(;lS0.~3 .L/d,{;();57()0 ./0 9':10.60/3 </:2.<$OJ),... ("/S'"ij.Jr4'/i·s.I>O L,;(9.:).1.5'6 t'~~d£7o.00J:-s~/.?rJI II -33u~lS"'o /';;',<5"?1.60 /05-7">0.CI::J //,b~?·S6 0;"j,JSCb 56-:3<;55.34 (/ 32.07 80.70 26.43!r 26.90 I 1,500.00 V; 200.00 v ./ VI rvi 10,920 .OO~I er. 13,425.00 v 71/ 6,154.38 4,185.00 /(/'1A 1- 6,292 .50 -;'I r'-' 24,380.00 5,521.88 ~ 1,335.50 \ 12,571.00 .; 15,750.00 u' 11,687.50 oJ 5,335.00 J 30,075.00 12,453.75 17,235.63 43,605.00 1.Household furnishings,books,equipment 2.Diamond ring 3.Cash: Mellon Bank (Washington Office)Checking Accounts Savings Account #61-963 First Federal Savings &Loan Association, Washington,Pa.,Account #15076 In safe deposit box,Mellon Bank, 4.Stock:600 sh.American Tel.&Tel.50.12B 450 she American Cyanamid 27.67~ 230 she General Electric 74.~ 600 she General Motors 72.67~ 480 she Phillips Petroleum 22.75 300 she Libbey-OWens-Ford 44.75 86 she Continental Can 'il.562f 80 she Phelps Dodge f2.312f 120 sh.Kennecott Copper E2.437E 368 sh.Sears Roebuck 66.25 150 she Union Carbide ~6.812f 22 sh.West Penn Power 4 1/2%pfd.60.25 168 sh.Aluminum Co.of America 68.87f 600 she Texaco 26.25 500 she Philadelphia Electrie 23.37f 200 she Gulf Oil 26.62f 5.Mutual Benefit Ins.Co.of Omaha-refund health and accident insurance 6.Final payments received under installmen1 certificates,as follows: Provident Mutual Life of Phila~elphia Union Central Life Insurance Mutual Benefit Life Insurance Union Central Life Insurance 7.Dividends deposited after death: Sears Roebuck Kennecott American Tel.&Tel. West Penn Power 4 1/2%pfd. Gulf Oil (through Parker-Hunter) 110.40 ~78.00 0/4,1) 390.00 1 24.75 37.50 //0.LlO ?t:Of> 090.00 4L/.?S' ~?_0'6 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column un the last page of this return. x X 3"3S,889.83 ;5<2.3 /fe;f3I -----------------------------, •RCC-36' rOml():\Tj?\LTll OF PF~NSYLL.1.NIA TIUNSFFR INHElUTANCE TAX I1ESrI1EXT DECEI1ENT SCHEDULE "c" TQ1NSPETlS (1)Dirl rlecedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)~ (2)Did rlecedent,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)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)__~N~-~o~__ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)N~o:o.<-__ (b)What was the transferee's age at time of decedent's death?~N~o~_ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)__-AN~O~_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__~N~O~_ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others -:-__ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's prolnise to pay income to or for the benefit of care of transferor?(Answer yes or no)~N~o=-_ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserverl power to alter,amend,or revoke,or which could revert to rlecedent under terms of transfer or by operation of law?(Answer yes or no)__~N~O~_ (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 th~decedent alone or the decedent and others? (Answer yes or no)_ NOTE 1:The anSwers to these questions should be supporten by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to rlecedent,if any.Submit copy of any trust rleed or instrument,if tr,lDS- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which prOVided in Schedules A,B,or E. ITEM DESCRIPTION NONE MARKET VALUE (Estimated)DF..PT.VALUATION ())~p t.On1y) Insert this tot/d 0PP0s1t"!"Transfers",Schedule "C"in the "As Reporterl"c01unm on the last page of this return. , I ~~C-38, COMMONWEALTH OV PENNSYLVANIA THANSF'ER INHERITANCE TAX RF.SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY HiSTRrCTIOtiS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to the decedent. Description of Property,Date of Acquisition,Name I unit Address and Relationship of Co-Owners,and Place I VaJ.1JP- of Record of Instrument,where Real Estate.! percentage Estate Share Valuation DEPARTMENT VALUATION CAUTJON-D0 not Write In This Space. Value of Value of Entire Decedent's property Interest u.S.Savings Bonds "B": cr,x/1[:J6-$1,000 issued to Lucy Donnan Miller or Richard G.Miller,Jr.- August 1961 1000 1/2 3000.0C .J((XJO.DO U.S.Savings Bonds "H": 5-$1,000 issued to Lucy Donnan tJK/r:JMillerorRichardG.Miller,Jr.-~JrJ().OOMay195610001/2 2500.0C f U.S.Savings Bonds I1B":~-j5-$1,000 issued to Lucy Donnan Miller or Richard G.Miller,Jr.- February 1961 1000 1/2 2500.0C J:'6DO.;60.I U.S.Savings Bonds uHn : 6-$1,000 issued to Lucy Donnan 3$;;Miller or Alvan D.Miller -Aug. 1961 1000 1/2 deJoo.oo /' U.S.Savings Bonds "H":1~5-$1,000 issued to Lucy Donnan Miller or Alvan D.Miller -Feb.02.500.001961,1000 1/2 2500.0C r U.S.Savings Bonds "H": 011J5-$1,000 issued to Lucy Donnan Miller or Alvan D.Miller -Nov.cq£tJO.oo196010001/2 2500.0C Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. .-....... RCC-37 (12.63) nnnlt):,\\\,EAI.TII OF PE:"\:'\~YYl.ANlA TRANSFER l~lIEHlTA~l'ETAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY av~an interest,vested,contingent or other-are involved,set STATE YES -.,.~IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Marv Bruce Miller Granddaue-hter Yes Pecuniary Legacy 2275 Locust Long Beach,California 90806 Man£Llc.ite C.Miller None Yes Snecific lee-acv 429 S ,.....~1: Bartlesville,Oklahoma 74003 Alvan D.Miller Son Yes 1/2 residue 3838 Cardinal Rlvd. Port Orange,Florida 32019 Richard G Miller .Ir.Son Yes 1/2 residue 770 Redstone Road Washine-ton.Pa.15301 \ h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE (Executor-Administrator must complete "As Will t No, II Reported"column #1.) Administration Year ............ II (')'C-t....:J ""d ::0....:0 ~~~0 ....e.P.-<THE II '":....::s '"'"'::S '"0......::s ""d....:J ,("1-~e.....:\IATTER OF THE APPRAISEMENT II ~,.....'"0:><""d~~'<c-........ OF THE II ~~:.g ~ tr1 ~.... ESTATE OF II '",::S ........:(1)'<~....:~~ :~,0 LUCYDQlfflA.:N.rdJI.,.I.,.:E1t II 'C,(I) Deceased ,'1 :("1- i< Late of . en County ofWasbing1;()J:l c::~II ,"~•Commonwealth of Pennsylvania II >::0 -...--.....::Vl Vl Vlc':>()() ?"?"?" REPORT AND APPRAISAL II cl ~>;........................... -ffi-ffi-(n-ffi-ffi-ffi 0v.:~W,.....~,(.0,» 0'):~'",:--'"::0~!,0 :o~-1><:\::0 "q ,"0"'- ~0 0 ......... ~:0 0::;...:.~:..~ ~(.o,):0 6j oc.. 0 0 ......... -ffi-ffi-(n-ffi,,*-ffi ~~C? :~ .~ "0, ~~il'-\ ~\S,~ :C) :0. ~:-: :>~~'",~~~~.~~,~~~~3"""'"~6 g' ,~'l:)c............ ... RCC-8\(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ALVAN D.MILLER &RICHARD G.MILLER,JR. (Executor~ IN YOUR REPLY PLEAGE REP'ER TO J In Re:Est ate 0 f I,L,,).l.I.)l.O,c~¥-T~IDI:4J\o;JJn;,un;.a.ca;un..L-J:J\:.u1jw]w]u;e:.J:r=--------- _______W!.!:a~s~hi..=:·==.ng~t~o:u:n County -File No.63-70-400 You are hereby notified that the original appraisement in the estate of Lucy Donnan Miller has been filed in the office of the Register of Wills qf Washington County on March 8 ,19~.Said appraisement reflects the following valuations: Real Estate 34,000!0~0~_ Personal PropertY_~3~2~3~,~J~8~9~.~8~3~_ Jt.Held ~---,-J....6+-,O.....,OO~.......O....Q'--__ Tota1 ~3+.73~,t_lJJ:.8L:;t9.....Bo,;3;}.---- As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __Ma_r_c_h_8~,.....:1:::.9:...;7~1=---_ DATE OF DEATH:April 15,1970 Note:This is not a bill. Signed Title ALFRED TOOl.APPRAISER I NO·B rsrRE:C=C'=4:I(8a:'68E):al!!llill:mm~IJlJlLI:l:!!lnn~I!J!:n2m[i]i:I!m::l:m:;IIi1@J:[n.!t'ID:DI~::m:rn::;;e:JJlDtn:l!]I!J!:n2m[EJ~~ann::::lKn;gJ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE45863OFFICIALRECEIPT0PENNSYLVANIAINHERITANCE AND ESTATE TAX RECEIVED _SJM&NtJLJ!U1d.~B/-]jxt ...~-~-~..~-~-!!.-~-~...!..!..!!:-!!!..!!!!-~-!..!!-!..!...!!.;-!!!..!!!!-:::!-!..!!-!..!-~-!!!..!!!!-~-~-~-!!.;-~-~-!"!!-!!.:l!!.;"'~-~-!!!..!-!!!..OI!t""",,,.......................doliars ltX ALVAN D.MILLER &RICHARD MILLER,JR.representing Pennsylvania Inheritance or From:Estate Tax due from the following estate: 6%Taxon $342,341.07 $--------I~ Address-lliA:SHD~ro~..TjRU~UBlJD~nrG-__~ WASHINGTON PENNSYLVANIA 15301 File No.63-70.400 Date of Death---'x=....."""-4-'1oL---! Date of Payment Janua 2 Name of Decedent LUCY DONNAN MIL County ti_A_S_H_I_N_G_T_O_N ---l Remarks: 2%Tax on $$~ $_-"",2~Q-f-l'5ll!!.:4!U10Ull*..::Jl4:.K6__1I1I 15 %Tax on $._---=9~1-=1:.::::Q..:::::0~•..:::::O..:::::O__$_----'!!1'-ll,-.!!3~6~S:..Jl!.~O~Q:...___D %Tax on $---------$---------Id Estate Tax,Act of May 7,1927 TOTAL TAX CREDIT $_--I:2Lo11"'i,,.....9....0...5.......,.4;<&6L-_~1 Less five percentum of tax if Prev.Pd.21,836.84 paid within three months after BAL.68.62 date of death $11;11 Plus interest at the rate of -.tL%from 7-]5-7] to Date $----'2!!U!...!.1~6~_ln, SEA L TOTAL AMOUNT PAID $====7=O:::;e=7=8==lgl ,//"-.... NOTE;This ~riplicate Receipt to be retained.lor audi3tJ'i,c>85_9 \.~.J(/"Y/. .Received by~•."'..':c}\_,..J<,.\(...II kv....A ...-{/ NOTE:In accepting :the'transfer 'inheritance tax an future estates,prior to the death of the .lire"'''\'(Sig'i'ibUjure '!l' tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall ./';:f-.,I I 1/) nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of the ,...·,><..D!-./~..........v~(.~-1AJ G<:J..,/ life tenant or tenant for years whenever it appears that such additional tax may be legally due and "V \/Title) collectible for any reason whatsoever.\-.J tY STATEMENT OF DEBTS AND DEDUCTIONS COUNTY -¥OCJ DEDUCTIONS ALLOWED IN j ;1::::::.:v,~.•........_;::;~;!j-II ~~-..I; .Regld••of WHh.Ag.~.!{ ESTATE OF -JI~..lUl.L:C-.)iY:-..JD.JJou.nLUJn~au.n.L-J1,\:L1..Lj ...I.1...l,],..te;:,JrL:.-_LATE OF _Wash;ngton,Via fib j ngton county,,/Pa.H itDATEOFFILINGAPPRAISEMENT--IFl:-!el:;;.b.u....--L8~,~..Ll.iJ.9:..A7..Jll.-_DAT&OF DEATH ---Apr j 1 1 5,1 970 l, REGISTER OF WILLS AND AGENT OF THE COMMONWEALTH OF Washington OAT!:NO.OF NAME OF PAYEE REMARKS AMOUNT VOUCH"" .970 20 Re ister of Wills Letters and robate 20 50--- orts Advertisin 14 00_ o.Advertisin 14 00 L·50 00 Register of Wills 1;-.1.90 .-- 'ster of Wills Balance on inventor COUNTY OF Washington }SG' I RichardG Miller Tr•.,,.HEREBY CERTIFY.THAT.TO THE BEST OF MY KNOWLe:OGE AND BELIEF,THe:FOREGOING 16 A JUST AND TRU e:erATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF'I ACMINISTRATION SUBMITTED TO THE ESTATE OF Lucy Donnan Mi]1 er .OECEA.ED,<Ai"'i>~DUC'fION$"OR '.' INHERITANCE TAX PURPOSES..d-'l:~/.,':'~~M rI/J (L.6.) SWORN AND 8UBSCRIBEO'BEFORE ME THIS ]Oth CAY Of't ~ber,C le-ZL I ,.-~~otar7kilin~«\"-ef?-d ,} Wash1ngton,Washington County'Penna.1 My Commission expires April 12,1975.tI s Filin Account 20 00 Richard G.Miller Jr.Executor's commission 9 000 00 er Executor's Commission 9 000 00 uneral Home I 1 324 30 Electricit 9 32 i ~.~r..~.H'j<Ot °as 36 96 -I ~ ::.I).\ &Son Refuse bill 2 00 t. lass Paint 2 22_,1 '.!a 8 White's Tin Sho Paintin etc.25 00 .1 White's Sons Grave marker 124 00 .P.Church Plede 400 00 _} Miller Jr.Reimbursement for bills a'd 51 9G_j 102 90 I a'"41 27 I..~ ~I 'I AND AGENT OF THE COMMONWEALTH Regiller of Will••Agelll THE SUM OF •...••..••..$..........I ...................................................1I "j:..1 DEDUCTIONS ALLOWED IN . DATE APPROVED •••••••• STATEMENT OF DEBTS AND DEDUCTIONS COUNTYOFWashington ESTATE OF LUCY DONNAN MILLER LATE OF ......_ DATE OF FILING APPRAISEMENT OATIO OF DEATH .:....._, ,,, DATI!:NO.OF NAME OF PAYEE REMARKS ~VOUCH"" J.';:rll /,o?q\JA,nr .15 WashinQ'ton Citv Tax ,0 I.. M~v Countv'Tax :,.,0 HO22 AlFa v 22.N.Franklin Road Tax \41 27- "'-..-~,.. ; . I, •. '.-. ~. . '- . " COMMONWEALTH OF PENNSYLVANIA }s.: COUNTY OF I,HEREBY CERTIFY,THAT.TO THE BEeT OF PolY KNOWLEDGE AND BELIEF.THI!:FOREGOING IS A .JUST AND TRUE STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENsa 0 .. ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED.AS DEDUCTIONS;FOR INHERITANCE TAX PURPOSES. (L.6.' SWORN AND SUBSCRIBED BEFORE ME THIS DAY Of' 1"_- _.~~....'~"""~Jr:""':~r-.....~-~~,..-..."-...~~.........."',.-....~'...-~.-..".- -~~1-h-:'.w;~"-•.>.4,"',F -_;C ..•';:'...J4G 'ttl \..~...'r~. = : ---------- ,) June 30,1971 JO EPH F.SHAMAY,CHIEF CO MONWEALTH OF PENNSYLVANIA DE ARTMENT OF REVENUE BU EAU OF COUNTY COLLECTIONS I RITANCE TAX DIVISION FI ANCE BUILDING RISBURG,PENNSYLVANIA 17127 RE:Estate of Lucy D.Miller Late of Washington County File No.63-70-400 Date of Death:4-15-70 De r Mr.Shamay: Ma we please have your permission to correct the appraisement: of the above mentioned decedent. It seems that a typographic error was made on the Personal P perty,"Schedule B".The 168 Shares of Aluminum Co.of A rica should be 11,571.00 and not $12,571.00 as reported in the appraisement.This correction will change the amount of pe sona1 property from $323,189.83 to $322,189.83. Very truly yours,/ A iting your reply,I remain, FRANCES LEO, CHIEF APPRAISER \. r COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 July 7,1971 Mrs.Frances Leo,Chief Appraiser Inheritance Tax Division Room 244,Washingto~Trust Building S.E.Cor.East Beau &Main Street Washington,Pennsylvania 15301 Re:Estate of Lucy D.Miller File No.63-70-0400 County of Washington Date of Death:4/15/70 Dear Mrs.Leo: We have your letter dated June 30,1971,requesting permission to correct an error in the appraisement of March 8,1971,in the above-titled estate. A review of the record reveals the typographical error as you pointed out.Thus,you are hereby authorized to adjupt your record and we will amend our Bureau file accord~ngly.The thir- teenth item of stock listed under Item 4 on Schedule "B"as "168 she Aluminum Co.of Arnerica"@ 68.875 in the sum of $12,571.00 changes to show the proper figure as $11,571.00.This effects a decrease in the total figure for Personal Property from $323,189.83 to $322,189.83,with a corresponding decrease changing the total Gross Assets from $373,189.83 to $372,189.83. 1JM~Ud~,j~_ Herbert A.Brinkley,Tax Examiner Inheritance Tax Division For:Peter Capataides,Director Bureau of County Coliectio~s HAB/lsg cc:Russell Marino,Register of Wills Richard G.Miller,Jr.,Esquire .~ : I