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HomeMy WebLinkAboutOC1970-0404 - ESTATE OF FERGUSONPETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form j Estate of..~<?~.~~~~.~~.~~?~.~~(~(~~~.~~~. Ferguson,a/k/a Rollo K.Ferguson,a/k/a Rolland Ferguson, Deceased No §}:.?g:::~9.~A.A.' Fiduciary ~~.~~.~..~~~.~~.~~.~. Executrix Date of Date ofAril'4;"1970 ..A'l 14 1970Decedent's death E Grant of Letters E;.~!. This is the E'.~;.~.~~~.q ~~~.~f..account filed in this estate If there have oeenfof'mer -a'ccounfs filed in this estate;list~file n·umber or humber and term :NQn~. Election to take Under or Against will.(cross out one) Date Election Place of;.NoneFiled Record None Name of surviving spouse N9.n..~. List issue,where material: Sevilla Adams,Daughter Zelda Wiggins,Daughter Robert F.Ferguson,Son Did decedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate) ~No.If answer yes,name them . Leg,atees Relationship Interest Fiduciary,if deceased or not sui juris Sevilla Adams Daughter 1/3 None required. Zelda Wiggins Daughter 1/3 None required. Robert F.Ferguson Son 1/3 None required. List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: -----------------------------------No Exceptions ----------------------------- If partial intestacy,give facts: --------------------------------No Partial Intestacy -------------------------- 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.bdacx If any exception give cause:NQ E~~~.P.t.iQn.. File copy of Notice and date of mailing ~;:~.~~~.~~~.~~~.~9.~y.~~£¥.~~~.~~~;.~~,. Is estate subject to the filing of a Federal Estate Tax Return?~~.............................................•...... Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~~?~. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant... No Life Estate Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: ,1 .~,"-, Total additional debits (Add) Itemize any .addition,aI cr~d.its not shown by account: )\ Total additional credits (Subtract) Balance for distribution $......none..----_._--_. $.......none--..__._-----._--. $8,319.60........................................ $8,319.60...._-------_----__.._----. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Cash..........•............................•....$8,319.60 20 Shares Capital Stock of Pittroi Fuel Company to be taken in kind by Zelda Wiggins, at Inventory value •••-.~•••••••••.••••.••.•.••••• ---"~ 1.00 If Family Exemption claimed by Petition,give place of Record:~?~~~~~.¥.~~~.~P.!:~~~. 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: None 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: Sevilla Adams,Daughter•••••••••••l/3 interest zelda wiggins,Daughter•••••••••••l/3 interest Robert F.Ferguson,Son•••••••••••l/3 interest COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~~9f'.g doth depose and say that the facts set forth in the foregoing petition are true to the best of h~.;_knowledge and belief. ................................................to and subscribed before me this ~.~.~day of Q9.!:~!?~:':19..}P. Signature of Officer..~~~:,...r~~. ..THSRrSA Mum Title of Officer············i······;,···r.···,··,,····,··_···.··_·~····"'t .Mt9ry rUb,le,GallIOn 11"1;1.,"a,n",gwil o. ..My Commi3sion Expires Sr.jltember 3.1973Officeexplres~.:. And your petitioner will ever pray,etc. ·-------i~--k/~---·-------·-·-----·· 200 Washington Street.. Bentleyville,Pa.15314 No.63-70-404 A.A...---_-_---.. .J .,J Estate of gQJ)·.~f.~f:g~.~Q.~!~/~!~.. etc. Deceased Fiduciaiy....?!~J9~..~~99.ins,..._--_--_._-_--------- Executrix ..-_-__---.-_--O'-_____-O'- - _. PETITION SUR AUDIT, FROM WHERE DECEDENT LEFT A WILL Counsel of Fidudary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No,9:paragraph 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 Wi II. 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. J.D.costa,Esq. Attorney ~2 'Yd "00 NO.L0NIHSYA\ 511/'":10 H31SID3tJ ON!H'7'H :l:.'JSSrllj BD I j !~~5I Illjr I L, cCJ 3--1 f .:1 \1\11,11 Ii.',\.',\~!.ot.-='~_,-'.-......,.....:-':."..,................,....~......'......-~/'i ~'.'~t::'~:'"J :r'i"'.:f!"'):ll .. -..I....~."':-'..,. ~••,/<)"'"l ~....,,'/~·-.o "/,..((,\," ;'III1111,t,II ,\,",-\ r ·~"--~'---~----~-.......-...-...J arommottUtpnlt~of {lIrnn.aylnnnta.l !l1I: Ihl.a~tttgton arounty.\ KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 14th.day of .April A.D.19 70 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and ror the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of A/K/A Rolland Ferguson Rolla Ferguson,A/K/A Rollo Ferguson,A/K/A Rollo K.Ferguson,A/K/A / late of Bentleyville in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Zelda.Wiggins 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 Ma.rino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Zelda Wiggins committing unto Her the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring He r 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 14t h. day of .April in the year of our Lord one thousand nine hundred and Seventy _.._..__~..2z.~. Register .....'I. ; ~ ::0 "'.-+ 0 ~I-l I-'Uijl) fII t ~j Ul Gl(l)~"'~...m III (JQ fII .-+C 0 ~CD "1\~0~:::.-+~to1= ... /'J /G I, ,. . I' II-i\, make,! j i I i and whereso-l !i, I.I, ~l ·1{ I i ! lri IIiIBentleyville, Page 1 0 OF namely,ZELDA lrHGGINS,ROBERT Fe FERGUSON' I I, I ROLLA FERGUSON LAST WILL AND TESTAMENT I hereby give,devise and bequeath ~ll of my I direct that all my just debts,funeral and testa- I hereby nominate,constitute and appoint my wife, which I may own or have the right to dispose of at I,ROLLA FERGUSON,a resident of the Borough of THIRD: FIRST: " 11II.,j j: l\ijIIl!II II 11IIp I'd;iWashington County,Pennsylvania,being of sound mind and memory, I'11 l!hereby revoke all wills and codicils,as well as all instruments IIliOf a testamentary nature heretofore made by me,and do he~eby l\publish and declare this to be my Last Will and Testament in Ii;imanner and form following: Ii IIl!I',I Hmentary'expenses shall be pa.id by my Executrix hereinafter narned, ,I jiH l'!as Boon as conveniently may be after my death. IIH ' H 11 SECOND: 11 .Hproperty,real,personal and mixed,of whatever nature i! !:ever s i tuate, :!Bl:the time of my death,unto my wife ll MARY FERGUSON.If she should 11n . ljpredecease me or should die at the same time that I should die, Ii!l;;then and in that event,I give,devise and bequeath the saidn!~property unto my childrenIi. j, Hand SEVILLA ADAMS,in equal proportions,share and share alike. H"IiH HIl'I:MARY FERGUSON,Executrix of this my Last Will ~~d Testament e How- l!'Jil;ever,in the event that she is unable to serve as Executrix,then ~ii'~~nd in that event only,I hereby nominate,constitute and appoint ~;;1 :ZELDA WIGGINS,ROBERT F.FERGUSON and SEVILLA ADA}'!S.,Executors of iiill;this my LQ.st WIll and Teste-mente !! ijIiiii~ [\ i';~HilH~: I:i:H , ".~ ,.... ••-<-_.--....'"- --_._-~-.....".~--~,.-..........~--....'--- .'ihU " IN \<IITNESS WHEREOF,I have set ,my hand and seal to this my Y~.I /),~i f!J'('l..-::::-/1 _('.;r-f/!}-I lr-1}-I ,/()""!<- '•.1 i ..-\.'l.,\,•(I......''J1 v \..../.~-.'/_}"(j / , ... ... of two pages,to each of 3.kd day of ·7?J/i..t( ,J Signed,sealed,published and declared by ROLLA FERGUSON, ,[Last Will and TeBta.ment,which consists Ii !:which I have affixed my signature,thisIi,Iii1966. IIliI:;1 II H 11Ii 11,r fld IIIIIi'"IIIIII.::1I,II 11II l' ;lthe above named 1J.1estator,as and for his Last Will and Testament,I'It liin the presence of us,who,at his reque~t,&l1d in his presence, 1lIiIi md in tl:J.e presence of each other,have hereunto subscribed our l!"Hname s as witnesses 0!i "--~,~ Iil;~';fI;:.(1/"~.!.'---1-...... 11_=_.~'T-'./......'l__/~_,~_'i'_l:-..../.....I ....·I.<__~....~_,~e siding at 'I VI:.II "~~~/i f!1,/I';/1...;,I /_J:,..,,'.~/J./,:...jr~.../;-v{.-c..--(..~t!..-<'~,./_....-..-...:---C-l ;1 i' 11 H::"Ilii:{IIIiilIt,f HIlJlIiH(~.!qI!i!iiIIi! HI, Ii Hii II,I!'I "(,i,n,.i;IiI! il;; I•.";, Page 2 .. .....,& -- J i\ffibuuit (@f 1txerutnr {@r l\bmiuistrntnr ~tatt of 'tttttsyluauia l C!tOUttty of 1It1fas4ittgtott S £1£1: Personally before me,the undersigned authority,a J~9.~.~;-.Y.J?'gP.~J9 in and for said County and State,appeared ~~J~~~~9.gJ~~_who,being duly sworn according to law,deposes and sa,ys that s he is the executor or administrator of the es- tate of B-QJ_~~...¥.~.;:g.~~.Q.~.~....~!~!~...~~.caeceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .SQ.:p..~.J~'.~;:.g.~§.Q.~.L.~/k/a etc. deceas.ed,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal 'estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. Sworn ~1fd sl~bs~ribed before me this ~.~?"}..Q~Id".d,Y.f~&;i#:7zl~.................·?F E~.,c~t~r~A~r··········· Ntltary publl(:,Cl!1'It'on Twp.,Washington Cli.ADDITIONAL INSTRUCTIONS tw C~nHil'vei1tory·mus£fBel~if'ed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3..1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies and 2 RCRI-33, .Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- clUding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 3Jttuttttory attb .Appraistmtttt .of the goods and chattels,rights and credits which were of ~~~~.~~.~.~~.~.~~~.~~(~!.~~~~.~late of ~~~~.~.~.¥.y.~.~.~~.., Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS PERSONAL PROPERTY Union National Bank of Pittsburgh,Bentleyville Office, Savings Account No.BN2l73 •••••••••••••••••••••••••••••••••,$5,05~.38 Union National Bank of Pittsburgh,Bentleyville Office,11 , Checking Account...........................................93~.22 20 Shares of capital Stock,Pittroi Fuel Co ••••••••••••••!i·-~1~.~0~0 TOTAL PERSONAL PROPERTY•••••••••••••••••••••••••••••••••••1$5,98~.60 REAL PROPERTY ALL those four (4)certain lots or parcels of land situate in the Borough of Bentleyville,Washington county, Pennsylvania,known and designated as Lots Numbered 98, 99,100 and 101,in the CROUCH PLAN OF LOTS PART NO.3, Bentleyville,Pennsylvania,as recorded in the Recorder's Office of Washington County,Pennsylvania,in Plan Book 4,page 49,and more particularly bounded and described as follows: BEGINNING at a point on Church street common to the dividing line between Lots Nos.101 and 102 as shown on said Plan;thence along line of Church street in a northerly direction,173.8 feet to Washington Road,now known as Lincoln Avenue;thence along line of Washington Road,now known as Lincoln Avenue in an easterly direction,97.0 feet to Run Alley;thence along Run Alley in a southerly direction,134.30 feet to the dividing line between Lots Nos.101 and 102;thence along the dividing line between Lots Nos.101 and 102 in a westerly direction,112.7 feet to a point on Church Street aforesaid,at the place of beginning.UPON which is erected a two story frame house and a one story frame house,having a value of••••••••••••••••••••••.•••••$I TOTAL REAL PROPERTY •••••••••••••••••••••••••••••••••••••••$IITOTALPERSONALPROPERTYandREALPROPERTY•.•••••••••.•••••$ 5,00 .00I5,000.00I10,985.60 /oi? ~:3 ~1j~4()f IN THE ESTATE OF Inventory and Appraisement • Io',I" .~~ •4 ~I'.,I!'1i...._~•~4 ,i ••.. •=:.•.,............\",)J~.oLLA FERGUSON,a/k/a etc.~...'J ••,.••,•••~,.\\f>,'". -'';4 ,j j:"r •t \'\,\"'f,.L.\, ' ",t.I ;'114'"~... Filed ,19.....·....... :fE:o .."--.J l>i.":::0 c:::> (f}G")C :::I:-{I} c- Z ~(/l t=r-~ (;y rn m rn--I ....,.,r-a ~....-u:,) ZC Cl t1-;::o ,--0 ... o :.E ,.-':::17 :-~.!.---0 r-Z l><n 0 l.-..J (.C) J.D.costa,ES-q\·A.... ~-5 ~\.;.rf ~-~. NO.63-70-404 THE FIRST AND FINAL ACCOUNT OF ZELDA WIGGINS,Executrix of the Estate of Rolla Ferguson, also known as Rollo Ferguson,also known as Rollo K.Ferguson, also known as Rolland Ferguson,deceased,late of Bentleyville, Washington County,Pennsylvania, The Accountant is charged as follows: To Inventory and Appraisement of Property filed as of July 9,1970••.•••••••••••.••••.•.••.••••••.•$10,985.60 Difference Between: Proceeds of Sale of Real Estate•••$5,000.00 Inventory Value •••.•••••••.•••••••·5,000.00 -0- Total Assets of Estate•••••••.••••.••••..•••••••..•$10,985.60 RECAPITULATION OF ACCOUNT: TOTAL ASSETS OF ESTATE ••••••.••••.•••$lO,985.60 TOTAL AMOUNT OF CREDITS CLAIMED ~y ACCOUNTANT ••••••.••••.•••.2,665.70 ~ BALANCE DUE •.•.••.•••••••••.•.•••••••$8,319.90 .-.. THE ACCOUNTANT CLAIMS CREDITS OUT OF THE ASSETS OF SAID ESTATE TO-WIT: NAME OF PAYEE:REMARKS:AMOUNT: Register of Wills Letters Testamentary $12.50 Observer Publishing Co.:Advertising Letters Washington County Reports Advertising Letters Thompson Funeral Horne Burial Expense Quinet Monument :Cutting Stone Equitalbe Gas Co.:Utility West Penn Power Co.Utility Bentleyville Municipal Water Company : Bentleyville Telephone Co.Utility Lawn Mowing :Services Observer Publishing Co.Subscription Share of 1970 Taxes :Real estate taxes Register of Wills :Filing Inventory Zelda Wiggins :Executrix Commission J.D.Costa,Esq.Attorney Fee Notary :Notary Fees Register of wills :Filing Account 14.00 14.00 1,375.00 25.00 18.46 10.39 8.50 3.05 16.00 8.00 30.80 9.50 550.00 550.00 4.50 16.00 I Total ...........•......................................$2,665.70 C--'~.. ,-. 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.5,paragraphs (5)and (25). COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiaJI legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March 51,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: Estate Notices The Register of WiHs has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • • •• ••• • • •• ••••• I FERGUSON,ROLLA.a/k/a ROLLO I I FERGUSON.a/k/a ROLLO K.FER-IGUSON.a/k/a ROLAND FERGUSONIDec'd.'I I Late of Bentleyville,Washington ..I County.Penna.'I Executrix:Zelda Wiggins.200 Wash-:mgton St.,Bentleyville,Pa.15314 'Attorney.:J.D.Costa,107 Main 5t"J'BentleyvI1ls,Pa.15314 ----_._~-~~---- .............A.P.f.;J ?}.l J.9...t J.9..:?Q.. ..............!~~?:.y.7...l *..??.Q . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as t~,th«;,.jime,place and ch~er of tl,Y pl)hlication are true.I'.il/(,;?C'L;/(;0\//Uf r-/I .'0;/""'/;,//,;j JII ,,?I.C/'"1.-(,j II.(/-J --',_X_.t.-(0.:::::::·::·~::""'..~·,'="··"'=:::::::::::::::..·........l......·........·Ed:....·.. Sworn to and subscribed ~thiS --.---~ .....7.~.daY of J~ay.: ,19 7..Q.1I .. ..............:I;r;;t.d-~-"e.:~.. Notary Public Observer -Reporter WASHINGTON,PENNSYLVANI.A PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:. Personally appear,ed before me,a Notary Public in and for said County Rich ard S.Cowan .'and State,,who bemg duly s,worn according to law,deposes and says that he is the ~.~.c;,r..~.:t~J:y . of the Obsreorver PUblishing Company,a Pennsylvania corpo,ration,and its agent in this behalf;that the said Company is the owner and publisher of the Observer-Reporter,sucC'essor to The 'Washington Observer,establishedSeptelffib'~t18,1871,and The Washington Reporter,established August 15, 1808,a dMly newsrpape,r of general circulation,printed and published and having its place of busines's at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and published cO'ThtinuousIy for,more than six months prior to the publication of the notice hereto attached;tha;t the printed notice or advertisement hereto attached is a ,copy of an official advertisement,official notice,legal notice or legal advertis,ement,exactly as printed or published in the Ob£lerver-Reporter in its regular editions on the following drate or dates;. ,.A.pr.i1 22..,2.9.,..and May.6..,1.91.Q . that neithe,r the affiant nor the Observer Publishing Company is interested in the subject matter of sraid notice or advertising and that all of the allega- tions'of this affidavit as to the time,place and character of publication are tme..;{);~?-I.~. EXEC'O"'RIX NOTICE 'E tate of 7·.0''''Fe ''.lSon,a/k/a'lji~1l0 l!'ergul;'"''".,',":ollo J{.Fer;l guson,a/k/a ~'''''',~e 'Jsown ~~.•'ceased,late qt ...r.,.-<1 j,';-':'L~"'~~a...; ington County.p"lti.a"th ILettersTestamentaryupo~d t~. above eJtat~hatn~\~~r;~a~:rebY, the unuerSlgne!.,!>'reto togiventotbll'tl mdf ,'.'l t"Il'\ak~lmm~t"'U-\,e -j oJ I,'(:cd the.Ie ha,.~tn.~<l.i..J1 ~ pres,,"flt :t~~dafcW,-~Ill~,",xecutrt:>t' 200 Washington Street I BentleyvlUe,Pa.153~4 J.D.Costa AttorneY;107 Main Street , tBentleyville.Pa.15314 '1095.Wed..3t Sworn to and subscribed before me this 6 day /}.M.a.y..-}9.7.Q ..~~M~AR~RL:~~· WASHINGTJN,\':AShl~tGTON COUNTY MY COMMISSION EXPIRES MAY 6,1972 ! \, " ....~>N t'1j ~Z0'i ::l CD 1-'.~p.I-'Ii tot \:)::l a.(/)~8'0 III rt~(l)::a 0'\:\::0 ::a .....~III t'1j wC-j (l).,..0 NOlt:!NIHS~M 1-'•::s t:rJ I.....'Vd"OO-...•CJQ I:r'~a.~-.Jt:l w'~'~~.....Til~ID3tl 0(l)~Slll!},.:1')....t'1j c:::I'i \'"'..:)l':Jt:>::s ....en ~-t:.(')po '""1 '1":;(;Sf1 ~U1,2-0 Otl{\i'\'~:'"(/)::s 0 -,3 00.:•i t",,~~,f t •t ;;:.../ I ~..III Z >~(/)l':J I-'..-,3CO>rt l:lj.....i>oi '0 t:rJIII.....1lI 6 'i ><III -;00(l)0'i 'i I=li '"90 E i~,hi H~OLi CD ""-"'J~(;.(l)i d(l)~.~...IJ f)~'<o'r::(tl....P. hf rt 1lI00to:3 ""l ,'i ro ......~:.,Iil~>'i 0 ....CDR'",.'>'"8'><'"rtI'"'"'-J 0 0 CD .0,f)...."0.:.:~::l 9 0 ::l.....0 .....~.:::l p 'i 0............., SII!M :J.0 JalS!BaCl 7Jl~-'.~--=~~'=+-:J.0ADP ---~-S!Yl IDas 10P!HO pUD PUoy AL,USSaUl!M -------UJP Ol-E'~'oN °l pal!:J.:J.0aJaYl s:J.00Jd Aq paJuap!Aa so 'lJn0J :J.0 al"Cl pUD alnlDlS Aq paqpJsaJd JaUUOW aYl U!lunOJJO U!Yl!M aYl :J.0 BU!I!:J.aYl :J.0 pauJaJuoJ suosJad 110 0l aJ!lOu 10Bai uaA!B aAoy I lDYl A:J.!lJaJ op I EL61 'E laqwoidJS £(;.lCx3.l.0lSf,!lilWOO ~W '00 UO~U!4SeM "dMl ~Otii~:)'~!~nd,{je~?IJ OJ.nW\'S3~3H.1 ~~(J~?r~2? ---O-L6l ,.--------=\.sn6-t~t'\i---fOADp -S!Yl aw aJofaq paqp:::>sqns puo UJOMS aqs ----SO paJJoJ pUO anJl S!paWlS so .j.uno:::>Jo aAoqo ay.J..J.0Y.J.ADS puo asodap 'Mol 0.J.Bu!pJo:::>JO UJOMS A(np Bu!aq .J.uOluno:::>:::>v pawou U!4l!M ayl. :SS \ ~'A~NnO:>NO~~NIHSVM \ ('VINVA1ASNN3d :10 3~V~S '. -- ;.. to determine J In t41 Qtnurt nf arnmmnn JUrus nf lIu.a4iugtnn Qtnuuty. Jrnnsyluunitt.(@rp4uns·Qtnm Binininn ESTATE OF N 63-70-4040._-..:...-:.....----:.---..:..._ Rolla Ferguson a/k/a Rollo Ferguson a/k./a Rollo K.Ferguson, a/k/a Rolland Ferguson, deceased. In the matter of the First and Final Account of Zelda Wiggins, Executrix ADJUDICATION AND DECREE And now January !f;-,19~,this matter came on for hearing, audit and distribution a't this session and testimony taken;and thereupon,upon due consideration thereof the balanc~for distribution in the hands of the Accountant is determined to be $8,3l9.bO 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 port hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION /7'7/ ~~I ~ Balance per account $8,319.60 Balance $8,319.60 Deduct Clerk's Costs &Receipts 2l&..OC $8,295.60 Attorney Jess D.Costa -FJZ.L-~~ ssell Marino,Agent,transfer inheritance tax,197.7'~O $7,797.85 evilla Adams,daughter,1/3 residue,2599.2c FL.cf!-,~ elda Wiggins,daughter,1/3 residue,including cash I ~ d 20 shares capital stock of Pittroi Fuel Company alued at $1.00,held in kind and distributed as such at Iheappraisedvalue,2599.2~ I Robert F.Ferguson,son,1/3 residue,21599.2l No balance II III I I Ru Z an v t s \\ t3{ 0 ~z.....:l>'i s'....p:r ----t:Y i c CD ;3t3 ""*.a 3=0 0 ~t:Y ..............(I) ~ .., a 0......... S·:r t (I) := 10 =~ stl:) ::ltl:) ~ \ \ r IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION J ESTATE OF ROLLA FERGUSON,a/k/a ROLLO FERGUSON,a/k/a ROLLO K.FERGUSON,a/k/a ROLLAND FERGUSON ····: NO.63-70-404 ELECTION TO TAKE IN KIND I,ZELDA WIGGINS,the undersigned heir in the Estate of Rolla Ferguson,also known as etc.,deceased,do hereby elect to take in kind the 20 shares of capitol Stock of Pittroi Fuel Company at the inventory value of $1.00 and request the Orphans' Court to award the same to me. Dated:September 10,1970. zeldaWi991ns J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION IN RE: ESTATE OF ROLLA FERGUSOThl;~.a/k/a ROLLO FERGUSON,a/k/a ROLLO K.FERGUSON,S:\/lf/a ROLLAND FERGUSON, Deceased. ) ) ) ) ) ) ) ) ) ) No.404 of 1970 BEFORE: APPEA RANCES: THE COURT: HEARING ON AUDI'T THE HONORABLE P.VINCENT MARINO,Judg of the said Court. JESS D.COSTA,ESQ.,of Bentleyville,Penna. representing the Accountant. Wednesday,December 16,1970,at 10:00 o'clock A.M.,EST. Number 404 of 1970,the estate of Rolla Fergusor, deceased.The Executrix is Zelda Wiggins and the attorney is Jess D.Costa.Mr.Costa? MR.COSTA:If the Court pleas e,I have here the necessary papers.There are no complications.There are no outstanding cla ms. THE COURT:Is there anyone else in Court interested in this decedent's estate? (NO RESPONSE) THE COURT: I The audit of this account is ordered closed by the Court. ( A UDIT CLOSED) -J ~'------11-------------------------------------+---•I , lJ.I ~.'" IN THE COURT OF COMMON PLEAS 0 WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION NO.63-70-494 IN RE: ESTATE OF ROLLA FERGUSON, a/k/a ROLLO FERGUSON,a/k/a ROLLO K.FERGUSON,a/k/a ROLLAND FERGUSON,Deceased. m '-l I'll ~zflo~rJ1~""'drJ1<:3::;0~~~l;; I'll Z -<• ~III >Cl>-i -i•;0~n I"'0 -I'll >1JI-i~rJ1 Col 103,.II-- ,t I • RECEIPTS --:-.....,-~...-»r~~:~Jenc.~---{, ....-\.....,.j ~~ ~( Cy V ...::=. ;I ::.": vIc..>>-tn --..I -..,,.-.-., 'J _::J --.:> (...., (.;,J ,,': ..J -. ,f JESS D.COSTA ATTORNEY AT L.AW 107 MAIN STREET BENTLEYVIL.L.E,PA.15314 ••i IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: IiII I I I ESTATE OF ROLLA FERGUSON, a/k/a ROLLO FERGUSON,a/k/a ROLLO K.FERGUSON,a/k/a ROLLAND FERGUSON,deceased NO.63-70-404 RECEIPT I.aj4~.do hereby acknowledge to have received from the Estate of Rolla Ferguson,also known the above number and term:and I authorize and direct the Clerk as Rolland Ferguson,deceased,the sum of Two Thousand Five of the Orphans'Court to mark said award satisfied of record. Hundred Ninety-nine Dollars and twenty-eight Cents ($2,599.28) ,1971,at. 22nd day 0 f__J_a_n_u_a_r.::y ,1971.Dated this in full satisfaction of my legacy in the above captioned Estate Washington County,Pennsylvania,dated January as Rollo Ferguson,also known as Rollo K.Ferguson,-also known as per Adjudication and Decree of the Orphans'Court of IIII! III \ ,II I I I ~&:J~~l ROBERTF.FE SON (SEAL), I '- ,.... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: : ESTATE OF ROLLA FERGUSON, a/k/a-ROLLO FERGUSON,a/k/a ROLLO K.FERGUSON,a/k/a NO.63-70-404 - ROLLAND FERGUSON,deceased R E C E I _P T as Rolland Ferguson,deceased,the sum of Two Thousand Five I: i, i II,1971,at of Rolla Ferguson,also known day of J_a_n_u_a_r_y~,1971. from Dated this 22nd I'__~~~~~~~~~~~~~~L-'do hereby acknowledge to in full satisfaction of my legacy in the above captioned Estate as Rollo Ferguson,also known as Rollo K.Ferguson,also known Washington County,Pennsylvania,dated January Hundred Ninety-nine Dollars and twenty-eight Cents ($2,599.28) as per Adjudication and Decree of the Orphans'Court of the above number and term:and I authorize and direct the Clerk' of the_Orphans'Court to mark said award satisfied of record. I ,I II IIII '\II !I r '!I ,I il I I ,,:- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF ROLLA FERGUSON, a/k/a ROLLO FERGUSON,a/k/a ROLLO K.FERGUSON,a/k/a NO.63-70-404 I, 'I I ROLLAND FERGUSON,deceased R E C E I P T ", I '_?~~::=:':::;&l1;'~~~",:~~':::::::'~~::!!tJC.~~"'~>'?"!5a;;z.Jr:::::...._',do hereby acknowledge to have received from the Estate of Rolla Ferguson,also known as Rolland Ferguson,deceased,the sum of Two Thousand Fiv~ the above number and term;and I authorize and direct the Clerk of the Orphans'court to mark said award satisfied of record. Hundred Ninety-nine Dollars and twenty-eight Cents ($2,599.28) 22nd JanuaryDatedthisdayof ,1971. as Rollo Ferguson,also known as Rollo K.Ferguson,also known in full satisfaction of my legacy in the above captioned Estate 'I II ;\I, I i" Il as per Adjudication and Decree of the Orphans'Court of I!washington County,Pennsylvania,dated January ,1971,at I II I -t-~~' .SEVILLA ADAMS (SEAL) \ I 'I II IIIi:i,I " Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON J IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of .th~.Jnl).eritance.an!i Ef:lt,ate .Tax A,ct of 1991.) IN THE MATTER OF THE'ESTATEOF }RQk1a Fer~uson,a/k/a ROl12 Ferguson AFFiDAVIT OF...?iz...../.?i.....RQ..+.......Q......K~.....f..~.:t.::g.1l:~.Qn..,..,...,g.....$.-7.g..................................EXECUTOR ~~lo~~.~~.~.~.t..I.~~~f~.[;:.~f.~:.:e~~.n.gt.Q.n County ADMINISTRATOR State of ?(i;!.!l~.;:>Y+yi::l::t:lJi:i.'..,,, , ,_:..}ss: County of ~Ci.~h~.~9.~.~~ Z.=~~.c:~~~~~~~,, ,.. Administrator of the estate of the above-named decedent being duly sworn.depose S and say S Executor Decedent.dled ...:8P.~.i.::J...4:t:h............ (Month) Name and address of attorney or} other authorized representative to. whom all correspondence should be mailed. ..............................19..........7..o..•rtestate leaving a last will,copy of which is hereto attached.} (Day)(Year)Lintestate "JL .O~CQ$ta,Esq~......,.,,',..,.."",..,..,.""..,.,. ,,107.Main street,."Be,ntleyville,,...:J?a.,..~.l53:l,4 That as such ~~~£~.!:E..~~deponent is familiar with the affairs of said estate and the property con- (Ex"cutor-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 None .None ----- That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That SC,hedule A attached h,ereto 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 of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left"by"the'decedEmt at the time of death,whether in decedent's immediate possession,standing to deced~nt~:~:'5r.edXt tn banks of deposit,savings banks,trust companies,or other institutions,whether indivi4ua~ly;:orin trust for •~,....•-'1--"any other person or persons giving also separately the accrued interest thereon,~.f~l!y,.l1oWl?to,th'e last interest day prior to decedent's death in the case of savings banks,and to the ~a~e:oraecedent's death in all other cases;all bonds,postal savings,treasury certificates or notes anaotper:evidence of in- debtedness of the United States to'the decedent;all obligations,whether by st~tift~,.o~agr~~ent they "./-"-are designated as tax free,of the Uni ted States,or any state,or political sUbdfylsion,.thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,jewe{ry,.silverware,pic-.,".tures,books,works of art,household furniture,horses,carriages,automobiles,boats,'arid any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortgae:es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of Which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as LO 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 payabl~upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. In the case of securities of close or family corporations,the values reported.are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and 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 th~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 transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the ~ill,.deed,or other instrument of another, with a copy of the in~trument creating such power attached to the schedule. That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of ~.death;taxes accrued charge.able for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. Subscribed B~d sworn to before me this 9th................................. ...........................day of .:r\lti..19 .?ll r ~~__-_. ......................d!~&£/?/~...............9.~~;:.;~~:;;~n ;:;.~.g.t.. THERESA MUTO (Street Numbe1') Notary Public,Canton Twp.,Washington Co..~E:m.t..+.~y.Y.~J.J.'g,?.g..~1..5.,3..l..4 . My Commission Expi,es S~ptember 3,1973 (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (1-64)• COMMONWE.AL TH OF PENNSYLV~NIA DEPAR'TMENT"OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" -tEAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property ht'ld by the .de.cedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only.. The real property locoted In the Commo!"wealth of Pennsylvania should be described by lot and block number,~treet and street number,together wi th a general description of the pr.operty,with 0 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 to be listed on Schedule "F"and must not be deducted from this schedule. ALL those four (4)certain lots or parcels of land situate in the Borough of Bentleyville,Washington county, Pennsylvania,known and designated as Lots Numbered 98, 99,100 and 101 in the CROUCH PLAN OF LOTS PART NO.3,Bentley- v~lle,Pennsylvania,as recorded in the Recorder's Office of Washington County, Pennsylvania,in Plan Book 4,page 49, and more particularly bounded and described as follows: BEGINNING at a point on Church Street common to the dividing line betweer Lots Nos.101 and 102 as shown on said Plan;thence along line of Church Street in a northerly direction,173.8 feet to Washington Road,now known as Lincoln Avenuei:l.thence along line of Washington Road,now known as Lincoln Avenue in an easterly direction,97.0 feet to Run Alley;thence along Run Alley in a southerly direction,134.30 feet to the dividing line between Lots Nos8 101 and 102;.thence along the dividing..litle between Lots Nos.101 and 102 in a westerly direction,112.7 feet to a point on Church Street aforesaid,at the place of beginning. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3\/ DEPARTMENT VALUATION CAUTION (Do not write In this space) UPON which is erected a two story frame house and a one story frame house,having a value of•••••••••••••••••••••••.•••••. Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. ~oo ~ $5,000.00 .- RCC-35 •-t COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "n" __R_E_SI_D_E_N_T_D_E_CE_'D_E_'N_T P_E....R_S_ON_AL__P_R_O_P_E_RT_Y ;.-.; 1- 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 VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do no t write in this space) Union National Bank of Pittsburgh, Bentleyville Office,Savings Account No.BN2173 .••.•.....••.••.•......•...•••..•.....$5,053.38 Union National Bank of Pittsburgh, Bentleyville Office,Checking Account...........931.22 20 shares of Capital Stock,Pittroi Fuel Company ...••.•..............................1.00 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X $5,985.60 RCC-3.& COmfON'I'EALTH OF PENNSYLVANIA Tfu\NSFER INHERITANCE TAX ~SSIDENT DECEDENT SCHEDULE "c" TRA.NSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)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)no (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)no (b)What was the transferee's age at time of decedent's death?nO (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:no (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)no (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)no (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 promise 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 reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)nO (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)no NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALUE (EsUmated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ('..(I,M'It)~'1J1'>\1.rH UF l'ENN8YLVANIA n:\:\~:Vlt TXHE1UT,\NCE TAX ltF:-;I ])F~T nECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY ". I\SrHl'CTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated lUleler Schedule "A",plus the date anel place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,-N~meI unit Address and Relationship of Co-Owners,and Place ,Value of Record of Instrument,where Real Estate.! None. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. • •I " ~..RCC-37 !l2-63) COl\1l\IONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES . BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFstatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise.in estate)forth this fact.)OR NO BIRTH Sevilla Adams Daughter yes 1/3 680 East Beau street - washington,Pa. Zelda Wiggins Daughter yes 1/3 200 Washington Street Bentleyville,Pa. Robert F.Ferguson Son yes 1/3 103 Locust Street Bentleyville,Pa. , r ( h Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE OF THE .ESTATK'OF ~IATTER OF THE APPRAISEMENT ....,..... ~o,'g ::+'< ....,'"'d ::tl..,C1l C1l'"..,'"::l til _ til 0-.::l '"'dC1l'"..,..,-0til'0 $J?~ C1..,otiltil (Executor-Administrator must complete "As Reported"column #1.) ...., '":><'"c::r'~ trltil'.S-...... (b ,',,'-. '!tJ1"Year.?O.. D<THE (No.Will Administration :ROLLO FERGUSON',a/Kia etc. Deceased Late of .',~ent:L~yyi))~fa Commonwealth of Pennsylvania"'i""i;'';:' _1 ...~-!"'". -::-..,c:;:l.-;_'. ~..;..~':n --. >rt1 r c-_r-RE~TfiND kPPR~ISAL _(j)(t)I'ft-._.,--,.--~;;rn ;..:c.>-=J •...-,-1 :;J \-",",i~~ WashingtonCountyof ." :l< :2.0 __ --''t1 ..~­ <.-:>-,.-?o·......e...:::...•J---r z ..-oro~(fl -u ..:: v...,l ...•~~:.~: :'~-: >\0 ''ro , ,VI ',..gj . CF.Jc::: ~~;> ::tl WW CF.J >< n?'?'?' c1 ~>;-- $~~-(I) VI 'VI.....:.....,...';> \0'0 til,ro 0 .....VI 0 (0- "•'0 -0\0S;---o 0 itc..--- ,. ~.. i, i \, ~~$~~~ .•"''f.;> 'r. ", . '\ J.D.Costa,Esq. t:J8-~§,--- ::I.e-;c.. R CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ZELDA \'1IGGINS YVVYV .(Executor ~~A~~~XY~~~t1X IN YOUR REPLY PLEAOE REFER TO 38-63-8 J In Re:Estate 0 f R_o_L--,L.:.-A_.::.F..::E:.:.R:..:G:..::U:..:S:..::o~N~J11---!a"""ko..ag,,"---S:ie'-Lt.J.c~ ______---.:\~vA~S~HL!_Ioo.I.-.JN~Qu.T..l..Ou.;1i...J __County -FHe No.63-70-404 You are hereby notified Jhat the ori gi na 1 appraisement in the estate of i\olla Ferguson,aka etc has been filed in the office of the Register of Wills qf Washington County on August 3,,19.1.Q.Said appraisement reflects the following valuations: Re a I Estate _--'-...5L.o,f-l0""O!l.l.OloL.&.e~OJ.JO:...__ Personal Property ~~~,~9~8~5~.~6~~O--- Transfers ~~_:::_:::~__:::_=_- Total ~....;...::1=..:0::...;,~9::..:8::..:5~.~6~O.:..-- 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 A_u_g::;..u_s_t_3~,_1_9_7_0 _Signed TitIe DATE OF DEATH:April 4,1970 Note:This is not a bill. RCC-~(5-68)~ COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of FERGUSON,ROLLA aka ROLLO ,aka.ROLLA I;})ATE OF DEATH 4-4-70 (Last Name)(First Name)(Initial)aka ROLLAND REPORT OF INHERITANCE TAX APPRAISER FILE NO.63-70-404 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". Dated:__0_8_-_0_3_-_7_0 _ 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 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 VALUE AS REPORTED $5 000 00 985 60 10 985 60 VALUE AS REAPPRAISED $-------+-- FOR USE OF REGISTER ONLY Tax on $-4__2% Tax on $@ Tax on $5% Tuoo$1~ nxoo$1~ Exemptions * Total Estate ---l-__ TOTAL TAX COMPUTATION OF TAX $--------+--- $---------l-- $-------'----l-- $--------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 $---1 AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $---Jl.- BALANCE DUE $-~~ Add interest at rate of 6%from t= ------lto-----$----------l' TOTAL TAX BALANCE $-----~PAID $--1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of County of Commonwealth of Pennsylvania REPORT AND APPRAISAL .~ .. Fonn RCC-2 DEPARTMENT OF REVENmS •J4--~... BUR,EAU Oli'COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .....'..!':~.ff?~.~..~.......~..L.....~..~.?.2...... UNTY 'ivASH1JmTONCO . FILE NO §}..:..!.9..::.4...Q.4... Whereas,R9..~~A ~~.~9:y..~.9..~.,?:.I.~.?:~.!.~..~late of ~.~~T..~.~.xy.~~.~.~.. in the County of WA.$..RINQ'r..9,N Commonwealth of Pennsylvania,h~ving died on the 4.!.h day of ~PE.~~19.7..9 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles $ REALTY: As per Schedule !TAli attached 5 000 00 PERSONALTY: As per Schedule "B"attached 5 9R.t;I()o TOTAL 10 985 60 form~~v:;:fhbJ::::rh~wo<Ila~~in:~~.I~=:~~:re~~b~~e~..a:~::~t ..iS...~.~ ....-~.....r:/~- ..............................·....·............··..·..·..··#..........·..·..·......·~Z···........... .....................2L........~....................................................~~.p.r~~.~~~.......... ~umber and1Jl!et) _-,J P..................................................................·r·..·····..·················....·..·..·....··.·..··,enna.t Oftlee) 1'JASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ROLLA FERGUSON,aka etc. Deceased. Late of BENTLEYVILLE Date of Death,A.p~~.1 4..L.J..9..?9.. Appraiselllel!t Docket Vol.38,. Page,6.3.~..8 No 6.3~..7.O'~.4'O.4 Filed in Register's Office,~~.&..~LJ9 ?O Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appmisement, Appeal fl'om Appraisement,.. Entered and charged,.(u ~ i., IJ rr ' THE SUM OF ....•.......$&4r1:Z () DATE APPROVED I-i "7 -7 /····n~'·;:~M'tI~ Form RC ~·lr·./ OFFIC~UF niE REGISTER OF WILLS OF __W_a_s_h_i_n_g.::.....t_o_n__COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN j I, Regiller of Wills,Ag..t ESTATE OF Rollo Ferguson,a/k/a Et"tfE·OF _....;B;;.e,;;.n~t..;;;...::l.::eA.y...;.v.;;:i.;;:l.;;:l;.::e~_ DATE OF FILING APPRAISEMENT DAT&OF DEATH _......;A::.;;ap..;,;r;....;~;:.·1:::.........:4;..:,....:1;:.9;;....;.7....:0 _ DATE NO,OF HAM&:OF PAYEE REMARKS AMOUNT VOUCH"" Register of Wills Letters Testamentary $12.50 Observer Publishing Co.Advertising Letters 14.00 Washington County Reports Advertising Letters 14.00 Thompson Funeral Horne Burial Expense 1,375.00 Quinet Monument Cutting stone 25.00 Equitable Gas Co.utility 18.46 West Penn Power Co.utility 10.39 Bentleyvilee Municipal utility 8.50 Water company Bentleyville Telephone Co.utility 3.05 Lawn Mowing Services 16.00 +-- Observer Publishing Co.Subscription 8.00 Share of 1970 taxes Real Estate Taxes 30.80 Register of Wills Filing Inventory 9.50_. Zelda Wiggins Executrix Commission 550.00 J.D.Costa,Esq.Attorney Fee 550.00 I I !50INotaryNotaryFees4..-.__. Reqister of Wills Filing Account 16.00 Total .....................$2,665.70 l,,(t~·~.&71-_.0",~-/Y..~V (){)- COMMONWEALTH OF PENNSYLVANIA } COUNTY OF _Washi-=<-.-ngto_n_6t1: ____.....Z'-L!iie'=!lo.l.d<l.!ai!--.W!!..::!i:::;g:L:g:1-~=_·:.!nl!:s~H£REBY CERTIFY,THAT.TO THE BUT OF IIoIY KNOWLEDGE AND BELIEF,THE FOREGOING 16 A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Rollo Ferguson,a/k/a etc.DECEASED.AS DEDUCTION$FOR INHER!,ANC£TAl1 PURPOSES.f /J.. ,17th ~~t-O«~(L.S.1 SWORN ANO SVaSCI'lIIil£D BEFORE ME THIS DAY OP'I / -,-_....:D=e=-:c::;,;ember '"707ffU-<:~~.../7ltu.Xa -- ..."1 .....-- t~nt...ty r I.;y c....