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Home My WebLink AboutOC1970-0525 - ESTATE OF STEVENS~tt tqt Q!nurt nf Q!nmmnn Jllra.a ®rpqanli~ <trnurt In the ma:tter of the Audit of Account in nf maliqiugtnu~ Q!nuuty mtnininn --- Estate of Charles Clinton Stevens, 1 No. 6 3-70-525 a/k/a Clinton Charles Stevens, · Decease TO THE AUDITING JUDGE: Enter my appearance for Howard 0. Stevens~ Executor in the above captioned estate. fJI 0/"l Jf-i fWJ'UAJ ({} zJl:Zo~<&«J , 17th day of March , 192.!:_ N. B.-Counsel shrall, by separa:te paper, present a concise statement of each claim, with supporting calculation o.f any interest claimed. Objections to an account as filed, shall be concis.ely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. j 63-70-525 No. _______________ _ In re Audit of Account in Estrute of Charles 'Clinton Stevens, a/k/a Clin1on Charles Stevens. Deceased AUDIT r I Jrarripr fnr .Appraraurr FOR Howard 0 Stevens., _J~;xequtor C/)G)<-_, .. -(/) :::: if; (/) ::; 0 -~ ---n-:t- 0 -:.;:.- );> (/) Howard 0. Stevens., Attorney .. PETITION SUR AUDIT Testate Form } IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of ___ g~-~E~-~-~--g-~~?.~~-~-~-~~~~~-~-~---~l~l~--.... ---.... N 63-70-525 0 ..... ---·---------------------------·------------------------------ Clinton Charles Stevens, Fiduciary ... BgYY.§..~~--Q~---$.~-~-Y.~~-1?., ______________________ _ > • Executor -------·----·-------------------------------------------"--------·"·-------------· Deceased Date of Date of Decedent's death ........... M~Y .. ~A-.1~1_9 _______________________________ Grant of Letters _______________ M~Y ___ ~g-~---~~-?g ________________________ _ \ - t d F. 1 . . , - - This is th~------------.-----!.'_~~-~----~~-------~-~~-------------·:·------'------account' filed~in this estate If there have been former acco~:~nts filed in this estate, list file number or number and term .... -------------------------------- NONE Election to take Under or Against will. (cross out one) Date Election Place of; Filed -------~9-~-~---------------Record ·'··--------·------------·---- Name of surviving spouse.---------~~~-~--~--!?.-~.<::~~-~-J?:! .. ~-~-~--~--~}_<:1:~~~!' ............................................ -..... .-....... ~----'·-···· List issue, where material: None ' . \ Did decedent marry after execution 1 of\ will? (indicate) ~-No. Any children born after execution of will? (indicate) ) ~ No. If answer yes, name them·------.--·-------------------------------------------·--------------------------·-------------·-·--------·--------·-----------···· -------------------·----------------·-------------.................. ------------------------------.... ···----------------.. ----...... -----...... -----................ --------.......... ---...... "t .. -------~--------.... -------. Legatees Relationship Interest Fiduciary, if deceased or not sui juris Pierre V. Stevens Nephew 1/2 Residue Howard 0. Stevens, Jr. Nephew 1/2 Residue List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: None If partial intestacy, give facts: None Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. ~ If any exception give cause:--------~~~-~-------------·--·----------- File copy of Noti~~ Notice mailed to all interested parties February 27. 19'H · · and date of ma 1l1 ng .. -. -----::~.·s-·tn:d:tc::::~.tect··on·-~-ovy-·af·N-ottc-~--n·n~tt-h'e"t'~Wittr~· :: ·---·--·-·-· ·---·--·---· ·---·--·-·-· -----·--· --· · Is estate subject to the filing of a Federal Estate Tax Return? ......... ~~ ..... : ...... T.~ ..... : .... ,::r········$································· · ., .. _ . -... . . ax pa1u on. 20,500.00 at 15% Act I t d P ·I · · T. sfe I h ·;t c T -·A· · t $ Less' 5% discount for filing ua paymen ma e on ennsy van1a ran r n en an e ax. moun ................. }..! ...................................... . within 3 months of death-$3,075.00less $153.7E If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenanto-r·$·29·2·1-~·Q5 None 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 admitte.d to be correct; and whether the claim is denied. No unpaid creditors 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: Interest on ·Savings Account No. 066-2410 in ·Mellon National Bank and Trust Company, Canonsburg Office -Paid 2/1{71 !:•X, ·I rJ Total additional debits (Add) Itemize any additional credits not shown by account: l/27{91 Russel1.Marino, Register: Filing Account Total additional credits (Subtract) Balance for distribution \ \ $ .... ~.QA.~1.4.~.JQ ........... . $ 208.13 $ ................................... . 20.00 $ ................................. _---..!_8~ ~1~-- $ .... ?}., _ _9_~~-!.?.?. ........... . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); DISTRIBUTION IN KIND: l/2 Household furniture to Pierre V. Stevens, at Inventory Value $ 224.38 l/2 Household furniture to Howard 0. Stevens, Jr. at Inventory Val. 224.37 ~' Total ' $.-·448-:-75 Balance cash 20,58(3.48 $ 21, 032. 23 ' . \ \ .., .·. ' •.l•l -__.....~~--· If Family Exemption claimed by Petition, give place of Record: ............. N.o.:n~.-~laixn.e.d _____________________ , ___________________ _ IfF ., E · · I · d t d"t · 1 · h" d b · f Cl · None claimed am1 y xempt1on IS c a1me a au 1 '· g1ve name, re at1ons 1p an as1s or aim: .... ------------------------------------------·- " List ~my advancement or distr.ibution on account that has been made, and nature and amount of same: See EXHIBIT I. at Page 6 of Account: To Howard 0. Stevens~ Jr.- To Pierre V. Stevens 1/2 Furniture~ in _kind~ at Inv. Value Cash Td>tal 1/2 Furniture~ in kind1 at Inv. Val. Cash Total $ 224.3'7 2500.00 -$-2724-:-37 ---224-:38 1500.00 $1724.38 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: ,: *' PZ,~r.re~V. St~vens _ . 1/2 Residue -Per Item III of Will -credit to be taken for above advancement in cash and in kind. Howard 0. Stevens, Jr. ~ '•J ' .. ....... , ; I 1/2 Residue Per Item III of Will -credit to be taken for above advancement in cash and in kind. .,_,..,· COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ......... i?.~-~:r~------------------doth depose and say that the facts set forth in the foregoing petition are true to the best of ....... ~-~~-------------------knowledge and belief. And your petitioner will ever pray, etc. ........... $.W.Q~_l'); _________________________ to and subscribed before me this ...... H!t.h ... day J/{:~;7M_-~~~~~----··:··· 9._.1.L Signature of Offic~~~~---............... . William 0. Phillips, Notary PulL c 4L~~f;~;~················· Title of Officer .............. IJ.asbjngtQP •.. '«l!t>~_i.n_g!!.l!l..f.~~~-ty_, __ ~~\ ..•.•• My Commission Expire~ . . June 10, 197?, Off1ce exp1 res ................................. ·:.:.: ....... :: ..... :···; ........ . . .......................................................................................................... .. ,. ------ •'-I .... ,. 63-70-525 No. Estate of ....... ~,Q~E~~~}~_Ai~l!!J-,1.9-!:v.R~~Y-~.P.~.•-- a/k/a Clinton Charles Stevens • ............................... .................... ..... ............... ...... .. .. --.. ---------·-.. -.. ------.. ----.. . Deceased Howard 0. St~ven~! .............. . Fiduciary .............................. ?Exe.cutor PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary wi II submit herewith the ______. following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: pcrra graph ~; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the 2. 3. 4. 5. 6. 7. 8. 9. 19. case. Copy of order appointing Guardian ad litem, if pertinent. Copy of Order appointing Trustee ad litem, if pertinent. . ' Proof of ser~ice of above. Letters Testamentary or Administration C. T. A. or an attest copy of Will. Copy of inventory ~md appraisement. Proof of advertisement of g.rant of letters if not filed with account. ' Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. Signed and itemized ~lections if any distribution in kind. Copy of Federal Estate Tax return if es- tate is subjec.t thereto. Howard 0. Stevens ···-··--·················-........ " ... -···" .l.------····-" ""-" -----""---· Attorney ~2 "'1d '"0(1 NOl~N!HSVM S ll i A\ -~ 0 Ci 3 J. S I ~ 3 u o N nnn~ ·1 r:1 s s n H 9 2 t !Jd +1 1 HdV I L I rt ~·J '"i ! I \4! -i I I ~ \:._.J 'liMn.-~ ~ • .._} ...... IN THE ORPHAN'S COURT OF WASHINGTON COUNTY, PENNSYLVANIA Estate of Charles Clinton Stevens, a/k/a No. ______ _ ----------------------------, 63-70-525 19 __ A.A. Clinton Charles Stevens, Deceased l NOTICE OF FILING ACCOUNT AND AUDIT To the Heirs, Creditors and Other Persons Interested in Said Estate: PI t k ti th t th f. t d f-1 ount of ·;Howard 0. Stevens, ease a e no ce a e Irs an ma ace ------------------------- ---~~-~~:':!!~!: ____________________ of the above estate, was filed in the Office of the Register of Wills of Washington County, Pennsylvania, on ___ _Jg_!J:~g_:J;:y ______ ~_?. 19 __ 7__!_, and is docketed to the above number. Also please take notice that the Orphans' Court of Washington County, Pennsylvania, has fixed w_ ed!!~~d~----· M§:.!'_9h 17_________ 19__7_!__ at 1.9_;_QQ _____ O'clock, A!. ____ . M. in its courtroom on the Third Floor of the Courthouse, Washington, Pennsylvania, as the time and place for the audit of said account. Jf e];?_!::t:!~ry __ ~7_L-------~ 19_ 7 1. ;;;;:;;;;;;;_# -·~ Attorney for the Estate } Above notice m.ailed to: Howard 0. Stevens, Jr. 36 Cedar Road, Severna Park, Md. 21146 Pierre V. Stevens 4 Carolee Drive, Dover, Del. ' ,, -:;, (' :":!: :l> (/) ...,.. z -· ' _, 0 .... ...... 1.-:-> 0 -o j.> ::·.1 r·n 0 ()') -l fTl C' -r; -< r I (j) :;;::; c: r r-, f., f"- : >"> ~'-' ::?.:: 0 l' ,, ('~ (:] c> • <; IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA ORPHANS' COURT DIVISION IN RE: ESTATE OF CHARLES CLINTON STEVENS, ) ) ) ) No. §25 of 1970 ~ C~INTON CHARLES STEVENS, a/k/a) ) ) ) ) ~ ..1 > (I) z z Ill II. i e C) z Deceased. HEARING ON AUDIT i w BEFORE: ; THE HONORABLE P. VINCENT MARINO, Judg~ ti ~ (I) of the said Court. c APPEARANCES: HOWARD 0. STEVENS, ESQ., of Canonsburg, Pa., representing the Accountant. ..1 " ij c :I "I 5 TIME: Wednesday, March 17, 1971, at 10:00 o'clock A. M. , EST. ai De ~ De f ~ THE COURT: Number 525 of 1970, the estate of Charles Clint)n .. De :I 0 u ..1 c( ij ii: IL 0 Stevens, deceased. The Executor is Howard 0. Stevens and the attorney is Howard 0. Stevens. Mr. Stevens? MR. STEVENS: Your Honor, I have all the requisite papers in this estate. There are no matters for the Court's adjudication. All claims have been paid. There is a small balance of InheritancP Tax due. THE COURT: Is there anyone else in Court interested in this decedent's estate? ( NO RESPONSE ) J ~ I ! i II !t -""" !I.· il i: ' -- ,, • • ~ z THE COURT: by the Court. I ' The audit of this account is ordered closed ( AUDIT CLOSED) ; 1 hereby certify that the proceedings and evidence nre contained ~ z ~ fuUy and accurately in the notes taken by me on the hearing of the above .D. i ~ cause, and that this copy is a correct transcript of the same. z x Ul c( ~- ti ~ Ul Q. .J < ij c :I· ., l vi .a:: Ill 1-a: 0 II. Ill tr The foregoing record of the proceedings upon the hearing of the § abO~~ cause ia hereby opproved and directed to~ filed. 8 3 v ~ b. 0 :- J· ; \ \ !I 2 ' ' I t \ .. .... , • .J., j f-.t . '~ ... -· };.._, L .. (' .. -"-\ ... ....... ~ -~: I .. ~ (""-. (,f) .._ , ' 0... ~"~· _: ( ) ::. t ,~ . •: .J . " I r . , -:~ 4 ~ ;)c ~ • ~· t • •I)', ... ~ . ' ·--* ·• . . • I· ' ~n t4~ atnurt nf atnmmnn Jlrns nf llan4iugtnu atnuuty. Jenunylunnitt. ®rp4nns t arnurt llittisinn ESTATE OF Charles Clinton Stevens, a/k/n Clinton Charles Stevens, deceased No.____:6:....::3:....-..!..7.;;..0--=5:::..:2:.::::5:__ ______ _ In the matter of the First and Final Account of Howard 0. Stevens Executor ADJUDICATION AND DECREE And now April /J , 19_11_, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $ 21 ,032.23 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 ________________ _ Additional debit asked at audit 208.13 Additional credit asked at audit j Balance---------------------- Deduct Clerk's Costs & Receipr:i-------------- Atrtorney Howard o. Stevens g.o,oo $21,032,23 / C(~ ;'n;'-{.:{ 7 J 37.oo~J;r~ Russell Marino, Agent, transfer inheritance tax,. Pierre v. Stevens, nephew, 1/2 residue, includ• ing an undivided 1/2 interest in furniture and household valued at $224.38 and cash, held in kind and distributed as such at the appraised value, credit to be taken by the accountant , for funds in tbe amount of $1500o00 advanced ~ prior to distributiop by the Courto r0303o81 Howard o. Steveps, Jp., nephew, 1/2 residue, j including '" wndiv~ded 1/2 interest in furniture and household goods, va:).ued at $224.37 and cash, held, in k~n.d and distributed as ·such at the appraisQ(l v~lue, credit to be taken by the accountant for funds in the amount of $2500,00 a,dv~nced prior to distribution by the Court9 .82 No balance . r Jj_ 0 ~. j z ... ~ I I' . n ..... p 0 :r I I I e; c (1) ~· a 3 §; 0 0 0 ... ... ::1: (1) -· ... +-\ ~ a -· g:. = (1) t = N ra ~ s tl) ::t tl)' tl) :• ·-t.O ('-J (.;? 0 <( -I a.. r-...J -l ---~ 0 r -~ 0 ... c:>_ Lt_ --. ·-. ,J ~ ,. • -:.c ---~-l...: f--l =~ ~ ;_; . .....; ·' r.J) f--z o.::= :;) -o_ (./) --..:... oc:: :::::> 0 (/) ~ w <( L ! r-c.::: :--.. -- . (" ' \ ,I )'' r r ('l . \ ' ' r '. . ., r Form RCC-33 COMMONWEALTH OF PENNSVL VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS j RESIDENT DECEDENT COUNTY OF .... Y!.a.:13.J:l.4J:g~g~---··············································· IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached; with. the· -Register of Wills of the County' where decedent resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of ___ the_Inl1eritllnce __ lln!l __ E_f!tate .1'a.x A.ct of 1Q!)1.) . . AFFIDAVIT OF Charles Clmton Stevens, a/k/a · · ·IN THE MATTER OF THE·ESTATE OF }, ' cnnton·ch;;r~ste;;;;;;~;--· ----------~-EXECUTOR ~<) :.: .. ~:~:s~~~!~~~~:~s:.--~~---~JM HOWARD 0. STEVENS ...................................................................... , ....................................................................................... l ......................................... , ... o. Eucutor ot the estate of the above-named decedent being duly sworn, depose S · and say S Decedent · dJed .... N.J..§l,Y __ (Month) ..................... ~j·h,y) ·······•··-• 19 .. {·J!l----·{ ~;~~eaving a last will, copy of which is hereto attached. J other authorized representative to .. 1'i~me and address of attorney o~} _ Jio~a~c:f Q __ $~~Y~I.l~1 :1.\~tC?.~P.~.Y.i:lt. ~.9:.~. ···-· ...... _ whom all correspondence should be_ J\/Iellon :J:3i:ii1k ::SJdg,, C9-POI1$):gl,rg, J>g,. J5:3.J7 .... ·---· ....................................... . mailed. ·That as such Executor deponent is familiar with the affairs of said estate and the property con- ( J<:x.,cut.or-Administrnt.or) 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'~ 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 HiSTITUTION 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 National Bank and Trust Companv c. Clinton Stevens { Canonsburg-Office).. Canonsburg-~ Pa. Howard 0 ·stevens Denutv Brother ··-" A& That the contents of !l!'!,id safe deposit box or boxes are itemized under Schedules _B _____ of this return, with the exception of the following, for the reasons hereinafter set forth: That Schedule A attaQ})ed h,ereto and m11,de part hereof sets forth full v and in· detail all the real property in the Commonwealth of Pennsylvant& of which decedent died having an interest therein. It ·uso sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving th'e amount still due at death, na!lle of mortgtlgee, 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 decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust Qompanies, or other institutions, whether individuafly, 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 tne case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal savirlgs, treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as _tax free, of. the United States, or any state, or political subdivision thereo~ or of any foreign country,·which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsQever kind or nature, left bydecedent, together with the fairly estimated market value thereof; all bonds and mortga~es held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever n11,ture, with interest-thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable to the estate from life insurance 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 a·ccrued intereat 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 l;Jusiness 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, ~o~ther with the fair market-value thereof, any other property owned or bequeathed by the decedent at the time 'or death. -, . The Schedule C attached hereto and made part hereof sets forth a true, ariswer 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 sehedule 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, or jointly with another, or any power of appoint- ment vested in decedent, either individually or, joi~tly, by_ the. will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. ', That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,-the nature of their res- pective interests, their relationsh.ip, 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 is!'lue, 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 ins.truments effecting the vest! t,ure 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 th~ 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. ,JL~J..rQ~---~--(E:z:ecutor-Administrator) .... M..~}-~9.!?: ... ;!?..~.~ ... :!?..!.9g_! .. tL ............................................... _-•. (Street Number) .... C.9.:n.9n.eP..JJ.r.g ...... P.Jh ... .l;? .. ~.J1. ............................................. . (City or Town and Sto.te) 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) COMMONWEALTH OF PENNSYLVANIA D.EPARTMEWT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDEJ:::!I SCHEDULE 11A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together wl th DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH ~ In this space) to be listed on Schedule "F" and must not be deducted from this schedule. 1. Two story frame dwelling, with integral ~_j. garage situate at 106 McNutt Street, ·~ oeo. o D Houston, Washington County, Pennsylvania. $ 7,000.00 2. Two story, frame dwelling containing five rooms and bath situate at 212 Orchard */rJ~ Avenue, Third Ward, Canonsburg, Washington f doo-o o County, Pennsylvania 8,500.00 I (SEE ATTACHED SHEET FOR COMPLETE DESCRIPTION, RECITAL AND REFERENCE TO APPRAISAL OF TWO ABOVE PREMISES) I ( ' . - ' - 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. , . "'"" Re: Estate of Charles Clinton Stevens, a/k/a Clinton Charles Stevens, deceased REALTY 1. Lot situate in the Borough of Houston, Washington County, Penna. • being the southerly l/2'of Lot No. 7 and a strip of land six {6) feet wide off the northerly ,side of Lot 8, in Block 4 in the General Plan of Houston, recorded in the Recorder's Office in anq for Washington County in Plan Book 1, page 173, fronting 31 feet on the westerly side of McNutt Street and extending back in a wester~y direction 165 feet to an alley. Being the same lot or parcel of ground conveyed by Elizabeth B. Steve~13, to Eli.zabeth B. Stevens and Charles Clinton Stevens, \ . . her husband, by deed dated March 22, 1954 and recorded in the office of the Recorder of Deeds in and for Washington County in Deed Book Vol. 891, page 51. The said Elizabeth B. Stevens died May 14, 1965, whereby full title in and to the within described premises became vested in her husbapd, the said Charles Clinton Stevens~ as surviv- ing tenant by the entireties. There is erected upon the above described lot of ground a two story, frame dwelling, with an integral garage~ known as 106 McNutt Street~ Houston, Pa. Value date of death, per appraisal of J. C. McCleery, Professional Appraiser of Washington, Pa. on June 25, 1970, 2. Lot of ground situate in the Third Ward of the Borough of Canonsburg, Washington County, Pennsylvania, being Lot No. 33 in Black Addition, fronting 40 feet ·on the west side of Orchard Avenue and extending back in a westerly direction, 122 feet, 4 inches, to a 15 foot alley. Being the same property conveyed by Charles Clinton Stevens to Charles Clinton Stevens and Elizabeth B. Stevens, his wife, by deed dated March 22, 1954 and recorded in the office of the Recorder of Deeds in and for Washington County aforesaid, in Deed Book Vol. 891, page 54. The said Elizabeth B. Stevens died May 14, 1965, whereby full title in and to the within described premi- ses became vested in her husband, the said Charles Clinton Stevens, as surviving tenant .by the entireties. There is erected upon the above described lot of ground a two story, frame dwelling, containing five rooms and bath and known as 212 Orchard Avenue, Canonsburg, Pa. Value date of death, per appraisal of J. C. McCleery, Professional Appraiser of Washington, Pa. on June 25, 1970. {BOTH OF ABOVE DESCRIBED PROIE RTIES HAVE BEEN SOLD AT THE APPRAISED VALUE) TOTAL REALTY TOTAL PERSONALTY TOTAL REALTY TOTAL INVENTORY SUMMARY $ 9,805.55 _ !_5L5_QQ_. 00 $ 25,305.55 $ 7,000.00 $ 8,500.00 --------$ 15o:500.00 R.CC.-35 • COMMONWEALTH 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 or or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. ----~-----·--~----------------------------------~----~~----------~--------------- Item NO• 1. 2. 3. 4. 5. 6. ITEM List and describe fully UNIT VALUE Household Furniture {See itemized list attach d) Savings Account No. 2286 in Mellon National hank and Trust Company {Canonsburg Office) in n/o C. Clinton Stevens., Balance date of death,. including interest to 3/1/70 Checking Account No. 356-6245 in Mellon Natipnal Bank and Trust Company ~anonsburg Office) in n/o C. Clinton Stevens. Balance date of death Proceeds of Life Insurance Policy No. 9900 .. 2 H-43 R 61323 of The Equitable Life Assurance SociEty of the United States., carried on life of deceder.t and naming estate as beneficiary Check No. 1 67 3889 of the United States Steel Carnegie ~nsion Fund,. representing "non- contributory pension check" for month of May CheckofF. J. Buckley Agency ... refund of premium on Home Owner's policy# due to cancellation of same. Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. X X ESTIMATED MARKET V AI;UE __,./ / ·n; f'J 44"8. 75 at( I -:r-.:J 65.83 ~~ 46.00 9,805.55 DEPARTMENT VALUATION (Do not write in this space) ~ 1 go/. ' 9 1 o9;;).'7f' l . I 36'/.oo ' COmfON11'E.-\LTH 'OF PENNSYLVANIA TIUNSFER INHERITANCE TAX RESIDENT DECEDENT . SCHEDULE "C" TRANSFERS ( 1) Did decedent, within two years of death, make any transfer of any material part 1:JJ his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) l~O (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 health at time of making the transfer. (Note 1), (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) __ ~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) ________ _ (b) What was the transferee's age at time of decedent's death? ________ __ (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) __ .=.N.._o"'-------- (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 0 (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, Q}'¥ which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) __ l __ ~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 the decedent alone or the decedent and others? (Answer yes or no) __________ __ NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based, NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) NONE DEPT. VALUATION (Dept. Only) RCC-38 COMMONWE-ALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS: 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-owners to the decedent. Description of Property, Date of Acquisition, Name! Unit Address and Relationship of Co-Owners, and Place Value Percentage Estate Share Valuation of Record of Instrument, where Real Estate. ! NONE Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. NONE DEPARTMENT VALUATION CAUTION~Do not Write In This Space. Value of Entire Property Value of Decedent's Interest h RCC-37 (12 .. 63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES \ State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Howard Q Stevens., Jr. ' 36 Cedar Road ~ . '-< Severna Park., Maryland 21146 Pierre V. Stevens,. 4 Carolee Drive Dover, Delaware 19901 >--, ' ~ J -, " ,, ~ ' ) ' , SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Nephew Yes 5-29-40 One -half residue Nephew Yes 10-3-46 One•hali residue - ------ ~ ~ -,., 1 -- ': ,., oJ ,_, Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE None Will Administration ~ No. Year ........... . P.ll THE :\IA TTER OF THE APPRAISEMENT OF THE ESTATE OF CHARLES CLINTON STEVENS., a/k/a CLJNTON.CBARLE.S .. STEYE.Ns~ ... Late of County of Deceased . C9::rt9Af?b..11~g, •.. .. w Cl. E>hingtQI1. -, ... . ; Commonwealth of Penns~ani'!- ~ ?.) ;o c/) ··-.• 'P"rnc rn t <.n 0 to -o. ~·-;;j RE'foRlf (AND AP:PRAISJ\L ~ -;:;, ~-: .:;? ~ r':") I ' • I \.,_...J ~-t ?".J r- 0 0 ,-:z: -n ::.. 0 ...<: ::--1) 0-- = r ::z -,10 ~{/) -o ::::t uV ..:;:: -· Howard 0. stevens. Attorney I ' (Executor-Administrator must complete "As Reported" column #1.) CJ .... 0 "' "' ~ ~ ~ ~ trl "' ..... Sl> ;- ~ '"t:J ::::0 .... Cb Cb Sl> .... Sl> ::I "' -"' 0 ...... ::I '"t:J Cb Sl> .... .... -0 "' '1:1 '"t:J Cb .... .... .g ~ ~ ~ w en en (") (") ?"' ?"' ?"' n t:rl ;s.; : ~ -- en c ~ ~ > ::::0 ~ ~~-(/>~~~ ·~ :c:.n :to :CJ.J :o :c:.n • c:.n~ c:.n: .-.... ,_ > :co 'c:.n "' =~ .. ::::0.-.... :~-;~ :00 'c:.n ('1) ..... '""'-~ 'O 'O "0-'O :c:.n 0 ~ :::s :. •• (t :ro 'c:.n 'o ,.... : CJl 0 ::::: ~~-(/>~~~ > :r. u ~~ .... ~ ~-::::! r. c.. I .'! ' ' I Form RC C.zO , • QFFICE OF THE REGISTER OF WILLS ~2--?o-s~s STATEMENT OF DEBTS DEDUCTIONS ALLOWED IN J THE SUM OF ............ $ ~o?!d AND DEDUCTIONS oF Washington COUNTY DATE APPROVED . . . . . . . . --~~ .. ~--~ AND AGENT OF THE COMMONWEALTH Register of Wills, Ageot DATE OF FILING APPRAISEMENT Oct 1. ·1970 DATE OF DEATH JVIay 9, 1970 DATE NO. OF NAM&: OF PAYEE REMARKS AMOUNT VOUCH"IOI 1~70 .Tune 2 Ali~e V McClain Home maintenance lMs:tv 19IO) 100 00 .Tnne R .Tim:mie's Wall Paner Co. · Account 9 01 June 8 mW. · Lawrence Wilson. M.D. Medical services -115 00 . T11n1Cl ~ w F. ? ............. Funeral Flowers 49 82 .Tune 16 W. ·Leonard Griffith Funeral bill ' 1, 196 50 Reimb. -Advance to worl(ers .Iune 26 Emma Stevens for tearina down shed a.t 212 Orchard Ave. Canonsburg 25 00 .Tune 126 F .T ·'Rucklev Agency Premium -Fire & Liability J.lll::i e UU ~ .L ~ Vl"CUC:U"U ~-ye, Ot , 106 McNutt St. 37 00 July 8 J. C. McCleery Fee tor appraisal of real estate .2 1 ') n.,..,.lo.n ~A A •• .,. r" ..,...,,....., alo.n,..n .. ... ., and 106 McNutt St, Houston, Pa 70 00 1 .Julv 7 John Kern Haulin~ rubbish .. 212 Orchard 15 00 I . Tnlv fi l:a ... nt & Arnheim Assoc· • Kidney speciallsts -Exam. 25 00 I Pro•rat::t share 1970 real estate 1 axes ... 212 Orchard Ave, Cano:hsb ~~ 71 07 Pro:-rata share 1970 real estate 1 axes -106 McNutt St, Houston, Pe 119 85 ... A ..... -~~ '1\6, .: A---· ~a;Jiaea<! en aeeei!IR ~ Pa. - ('~' ...... ,. .. ,. ..................... ft .. . .. ----..... "" 1 ·-~~ -'" -·'""-"'"'n"l "•"'t'ol"' ·t'oiU Au.c:t 26 !Russell Ms:trino Reg, 2 short certificates 2 00 Aug. 31 IFer!lus Bros. Winterizing furnace .. 212 Orchard A venue. Canonsburg, :E a 17 50 I I Aue. 31 M. H. Sharman, M.D. Medical services 17 00 - Rent 30 Russell Marino. Rei!'. Filing Inventory 14 00 (),..t '7 r"!3nn,.,~hn1'"D' TT P ("hul'"l"h Bal due on 1970 Pledae 43 75 Ol"t 7 rnlnmbia Gas Co .• etc. Utilities paid from date of deatl t~~~;l"~~~~1l ~! p~~~~~'t,~!a 132 54 (),..t 28 ~h::trles Toth. Plumber Plumbing services at 106 Mc_~u St. made prior to sale but bille ~t 30 00 COMMONWEALTH OF PENNSYLVANIA }so: after consummation of sale COUNTY OF I, HERESY CERTif'Y, THAT. TO THE BEeT OF ~y KNOWLEOGE ANO BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMEN INHERITANCE TAX PURPOSES. ~q.~tprM~~Aj!![._,_U(!__6U(~~~~~(L. 5.) SWORN AND SUBSCRIBED BEFORE ME THIS -----DAY OP' ------------18-- I· I I i I i I ~ ! .,. DEDUCTIONS ALLOWED IN I •. :'11 'L:'l/J; t I -, Form RC C·lO _..;;. JJFFICE OF THE REGISTER OF WILLS OF _ _;W:..:....=a:.::S:.:.h:.::i::..:n:sgt!...:.....:.O.::..:n:___ COUNTY STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ............ $ .. Lt-tl-J( AND AGENT OF THE COMMONW&ALTH 212 Orchard Ave. ,Canonsburg. Pa. DATE OF FILING APPRAISEMENT Qct · J, )Q70 DATE OF DEATH --.LlMUAaJ.y-iZQ+-j _lu9;z...7w0w.._ ______ _ DATE NO. OF NAMii: OF PAYEE . REMARKS AMOUNT VOUCHE!It l~ ~·1u Sep • 1 Howard 0. Stevens. -Reimburs ~ment tor followinR costs advanc ed: Mav. 1970 MartiD.izinll ~te~:mers .. Account s 17 00 May. 1970 Rev. Charles Skuce Honorarium 25.00 .... .. ,. ...... ... ... ...... t,IVUU A~'I;.I.Uf -u.uv Wm .• 0. Phillips Notary fees 1.00 5/18/70 Bureau Vital Statistic s 5 death certificates 5.00 .. , __ ,_,. ----.... .. .. .. ·~· --t.I/~V/IV .U.UDI::III:O'.I..I. ~VJ.C\4 ,I,UVf .l.ltC!§ o 4 .L VUQ.•'I; Y'i .l..l..l.f Cl.\.: o .L.:JoOV 5/25/70 Wash.Co.Reports Advertising Letters 14.00 6/4/70 Daily Notes Advertising Letters 12.50 94 50 --- Howard 0. stevens Executor No commis_eion claimeHaA~ · I n nn Howard 0. stevens. Attornev l'to tee claimed or_n.aid 0 00 ~~· ~~ ~i1 ~7 t?=O ----- COMMONWEALTH OF PENNSYLVANIA }so: COUNTY OF ~TashiDgi:OD I, Bol~La~d 0. Ste:srens, Executa~ HEREBY CERTIFY, THAT. TO THE BEGT OF MY I<NOWL!DGE AND BELIEF, TH! FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENII!S OF ADMINISTRATION SUBMITTED TO THE ESTATE OF (""_h~-rl ""~ r'lintnn ~&:>/rt:>nt:l ~ /1r ~~ DECE< S£0, AS DEDUCTION!> I"OR INHERITANcE TAx PURPosEs. Clinton CharlesH.ens. lfi_ ((). ~ _/1 -'1 _n AJlAAA.f • ~'YIA ..&..J-.-.A. CL. s.l SW/RN AND SUB:~ED iE~RE ME THIS 2 5 DAY 01" v , ... /1 ' T"ln1 r fl 1e'l_L_ \ ~~~e, i 1Y ~ JIJ --0 l~illiam 0. PniiHps, Notary Pu~lie Washington Washington County~ P2>, My Commission Expirt.~ Jtl~!l ~ c.J ~ 972 '-· - • ... ......., - r----• . -,, c ... R C C-81 (2.-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Atty. Howard 0. Stevens (Executor~~· IN YOUR REPLY PLEAGE REFIER TO 38-75-6 In Re: Estate of __ ~C~h~a~r~l~e~s~C.llO.·at~o~n~s~t~e~vue~n~s~~--~------- _____ W_a_s_h_in~gt_o_n...;._ _____ County-File No. 63-70-525 Dear Mr. Stevens You are hereby notified that the original appraisement in the estate of. Charles Cli.-n-:-t-o_n_,S..,..t_e_v_e_n_s _________ _ has been file(J: {~ the2fffice of t.b0 Register of Wills qf Washington County on c 0 er . · , 191:_. Said appraisement reflects the following valuations: Rea 1 Estate _ __._ ___ .:...1?;-5~, 5m0"n0...:•..,.0..,.0 __ _ Personal Property _____ ~9~,_80~5-.5~5~---- Transfers ________ ~~~~~~--- Total ___________ ~-2~5,c3~0~5~·~55~---- 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 October 21, 1970 Signed Title AJfred Tosi1 Appraiser I DATE CF DEATH: May 9, 1970 Note: This is not a bill. j . . ,.., .... <CC·39 (!1-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY estate of Stevens (Last Name) G}J.arles (First Name) c. (Initial) DATE OF DEATH 5-9-70 FILE NO. 63-70-525 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ W_a_s_h_i_n.::g~t_o __ n.:._ _____ _ 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: __ o_c_t_o_b_e_r_2_1_,_1_9_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 gr or Jesser amount represents the sum allowed as a deduction. Dated: _____________________ _ 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 annuities . . . . . . . . . . . . . . . . . . . $-------+-- ESTATE TAX ASSESSMENTS $ _____ ...~...__ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% $ ________ -4-- Tax on$ 6% $ ________ -4-- Tax on$ 5% $--------4-- Tax on$ 10% $ _________ ~--- $ ______________ 4---- VALUE AS REAPPRAISED $ _____________ ~ __ Tax· on $ ---------------+---@ Exemptions * Total Estate ___________ -o~---- TOTAL TAX $----------~--- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $======9== BALANCE $------+--- Less 5% of tax if paid within 3 months after death $========= Add interest at rate of 6% from --------to ----- AMOUNT OF ESTATE TAX ASSESSED $------+--- Estate tax paid $ _ _...:.. ____ ___.J.:.__ BALANCE DUE $---------~--- Add interest at rate of 6% from ---------~0------$---------4--- TOTAL TAX BALANCE $ ------+-- PAID $-----~-- 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 t No ........... . IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF Charles Clinton Stevens Deceased Late of. . Canonsb.urg County of ...... W~~}1~n~()J:l Commonwealth of Pennsylvania REPORT AND APPRAISAL ~- I ~ ....... · i~<r ;.. .... .. ~~--·_·~ -,. ~,.. .... ·L ........ _.,~.. __ • 1). ... , Fonn RCC-! . ' DATE October 21, 1970 COl'NTY Washingto;n ............. . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 17!2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERIT~~CE TAX APPRAISEME.'\1' l'ILE NO. 63-70-525 .................................... , Whereas, in the County of the ........................... ninth . .. Cha.rles. Clinton Stevens ...... . . . V:T.a~!lirigt c:m .. .. day of · .. ~y .. late of Commonw·ealth of Pennsylvania, having died on 19 70 , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore I Alfred Tosi 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 re.~erves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future Interest. " Unit Appraisement Deacrlptlon of Asset Values Made for Inheritance Tax PurPOaea $ Realt;z: See schedule II All attached to appraisement 15,500 00 Personal Pro:12ert;z: See schedule uB" attached to appraisement 9,805 55 TOTAL 25,305 55 - I i ., . .' I I .>'I ' > ,. 1! ...... ·.1 i .'·I '. i form~;vi~!hb~~ ::l:h:sworn "d)~~ law, ~.~ 0~e~eby~::7raise~en~;;~f!~: ·~I I Appraleer . . ' -. ' . . . . ................................... W (Number and Str•et) ~········· t O!lleo) ......... ..... , Penna . -~ ·~ <SO:.,---.-.,. ;;, ! 1 ! ., /. ""!-... -. - {•· "'...; ~ -. ' . "':]""' .. ·-. ' ' ·.· . .,..\ ·.- _..__. c ..... ---. -. ,. " . r I< ,., :--· ~r~~~~-~· -:;;:~~ ~-----~ -=--~-. " . . ,. f· --~-------.. -·-.... --·· ----~------~--~--4 ·---,;.• -----==================~;:;;:::;::;;:::::~;;;;;:==== .., .,_ ; • ~ ... .-~ ~ ~ 411 / ,. ""':! .~· • I -~ fi II I .. ._ .. -.... .....,; -\·Tash~.?.:rl: .......................................... County .......... ~ ........................ _...... .... . .. 1 ~ : " nnsmmn-INRimiTANCB TJUt AWO.Il!SntmN'i' ,._"- Estate of . Charles Clinton Stevens ···········································································································•·······•········ Deceased. Late of ··-------.. ··----··Ganonsbur.·g---------·-·-.. --.-........................................ . Date of DeGlh, 5-9-70 Appraiseme~tl Docket Vol., .......... }.?. .................................. .. Page, ........... 75~6 .................... No ... 63.~.7~.5..?.5 ............. . Filed in Register's Office, ..... .9.?.~ .. ~--... ~~--.. -~ ... 19_.?.g .. Amount of tax dt~e, $ ............................................................... __ _ DEPART&1ENT OF RE\'Em Received, E.ramined and Approved, ........................ . Wrote abOMt Appraisement, Appeal ft'om Appraisement, ;, _.,.. ENtered and charged, #-! •. ... -~Ill.---· ' ~;> ·' -· ... •. . ...... ':- ~¥( _j t•r~ .. ~. i,' ! ~i~ f:'0114• \ '--' l, '· ', l--' I ,.\ s .. -~-~ .'_'] :. L ~~-;I) ,I 'j c .... .., ,..,,, ' I .J (.j i ~ ~ .. " '. "I I I ·--•. I . : ./ ·/ ··j 1· :. .. ~ ~ -· '· '· r--,-~ 1' •• t' ~- ,. ... .... t' ' "'J. -:· "... { ~., .,.. ' -.< ........ ......... ,~ ,;. (' l·_ ~'. .· ... "'~' ' .... ~ ~1-.,_ .J ... , ,;, yl" :~ .. -~·· " ' 't . _, ' J'~ -~~ ~~ '1 .., n~ ·i~ .f.~ I • . . , !• ~-~ .... •• ~) . -· o• . ·. ,_; "• t '~,. ,. :·~·: •j' •· ...... -·~"J· ~ '~{ r ._J • -J ~· ·, W' -.. : ~--~~ ·-·· ": ;:~.:; .. +'.'fi.·,r. ..... '-. ~· :~ • of ,.., :t~· .,... ·.::·::;:·-,1"· .... . .~ t " '!.~'\ *"';,.'f ('J il-··""' :!!'~ -·· ~~,.., .. ., ,-~-1 I ~ . ~ .f 'I._: l\ffi~uutt ®f iExrrutnr ®r .A~mtutstrutnr J ~tat.r nf Jruusyluauia } Qtnuuty nf lltllas4iugtnu !1!1: Personally before me, the undersigned authority, a .. N.<?.t~~.Y .. P.~J:?..Mf! ____________ in and for said County and State, appeared _______________ Jj_QWJ~._:r.g ____ Q.w. .. St~.Y~n§ ________________________________ .. who, being duly sworn according to law, deposes and says thp.t he is the executor or administrator of the es- Charles Clinton Stevens, a/kJa, . . tate of --,--------------------------------------------------------------aeceased, that the foregomg schedules constitute a Cl;mton Charles StE:vens"-""'harles Clinton Stevens a/k/a complete mventory and appra1semem of the real and personal estate 0~-------------------------------------------• , deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite etc 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 jus\:~::.::~:~;~,;a:~:·:, ::.:• ~;~abov}e na~!~ ~d:L · ·""~~<,...,...,, ..... ... : .. .. .... #f.· Executor-A~mx~ . WJIHa:m· o: .. P'hiiiips; .. Nota· Pubii · ·.. · · .. · · · · ......... · · · · · · · · · Washi_ngton, Washington county, Pa. ADDITIONAL INSTRUCTIONS ·· •My Commission Expires 1. An inven~ WmW.lbe 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 Ofigfnal 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 ~uurutnry auil .Appra~1mtut of the goods and chattels, rights and credits which were of 8t~t.t~~G~~r1~-~--St.~~~.R~: ... ~ ....... ~ ........ .late of ...... ~.<?.!.9.~gP: . .<?.K..G.~9.~-~P.gg,. __ ,. ............ .. ,.-1 Washington C01.tnty, Pa., taken and made in conformity with the above affidavit. PERSONALTY Savings Account No. 2286 in Mellon National Bank and Trust Company {Canonsburg Office) in n/o C. Clinton Stevens, Balance as of date of death, including interest to 3/1/70 Checking Account No. 356-6245 in Mellon National Bank and Trust Company (Canonsburg Office) in n/o C. Clinton Stevens, Balance date of death Proceeds of Life Insurance Policy No. 9900-201-43, R 61323 of The Equitable Life Assurance Society of the United States, carried on life of decedent and naming estate as beneficiary Check No. 1 673889 of the United States Steel and Carnegie Pension Fund, representing 11 non-contributory Pension check11 for month of May Check of F. J. Buckley Agency -refund of premium on Home Owner1 s policy due to cancellation. Household Furniture (See itemized list attached) Total Personalty DOLLARS CENTS 6,801 19 1, 092 78 1,351.1 00 65 8B 46 00 448 75 ----~---- 9, 805 55 ===!!:===== \ \ \ \ \ \' \ \ I -\ \ 1 1 -' C!!nmmnuw.ralt4 nf J.ruunyluauia. ~ !i!i: 11ttn4ingtnu C!!nuuty. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 20th day of May A. D. 19 70 , before me, RtJssell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania, the last Will and Testament of CHARLES CLINTON STEVENS aka CLINTON CHARIE S STEVENS, late of Cmonsburg, in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and HOWARD 0. STEVENS the Executor in said Will and Testament named, having appeared before me and taken and subscribed the oath of office pr.escribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said HOWARD o. STEVENS committing unto him the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring him to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety days from the date hereof, and to r·ender a just and true account of said administration at the expiration of six months from the date hereof, and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this t w e n t i e t h day of May in ·the year of our Lord· one thousand nine hundred and s e v e n t Y• ... .::.2z, ~i.?. Register . .J • .. . .,...,. ''". • .. , a.-, r i 1 •. ~W; ....:.,· LAST WILL AND TESTAME"NT OF CHARLES CLINTON STEVENS I, Charles Clinton Stevens, a resident of Chartiers Township, Washington lii"ltf County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking any and all Wills by me hei~etofore made. ITEM I. I direct that all my just debts and funeral expenses be paid as soon after my decease as may be found convenient. ITEM II. I hereby give, devise and bequeath all of the property of which . ·' I May die seized, whether the same be real, personal or mixed, to my wife, Elizabeth B. Stevens. ' ITEM III. In the event my wife, Elizabeth B. Stevens, should predecease me or in the event we should die as a :result of a common accident or within ninety (90) days thereafter I hereby give, devise and bequeath all of the pro- perty of which I may die seized to my twonephews, Pierre Stevens and Howard 0. Stevens, Jr., sons of my brother Howard 0. Stevens, Canonsburg, Washing- ton County, Pennsylvania. ITEM IV. I hereby nominate and appoint Elizabeth B. Stevens to be the Executrix of this my Last Will and Testament. . . J IN WITNESS WHEREOF, I have hereunto set my hand this j>rt-1fl~day of Jt~Le-L , A. D., 19sf. This instrument consisting of one typewritten page, (hearing the signature of the above named Charles Clinton Stevens), was by him on the date hereof signed, published and declared by him to be his Last Will and Testament, ·in our presence, who at his request and in his presence and in:~ the presence of each other, we believing him to be of sound and disposing mind and memory have hereunto subscribed our na.mes as witnesses: J -~, • 1 •• •' "\., . ~ .. <"<~~\OVIJIJ.' . CODICIL TO LAST WILL AI\TD TEST AMENT ---------·-------------------~- .. _ .. - I. CHARLES CLINTON STEVENS, of the Borough of Canonsburg. Washington County, Pennsylvania. do hereby make, publish and declare this to be a Codicil to my Last Will and Testament dated March 3, .. ,,.. (-. .. : . 1954. that is to say: , FIRST: Since my wife, Elizabeth B. Stevens, the Executrix appointed in my Will. has predeceased me. I hereby revoke the appointment of my said wife as Executrix and I hereby nominate, constitute and appoint my brother, HOWARD 0. STEVENS. Executor of my Last Will and Testamento If my said brother, HOWARD 0. STEVENS" shall have pre- deceased me., or if, for any other reason, he shall refuse or neglect to qualify as my personal representative. then and in such event, I hereby nominate, constitute and appoint my nephew, HOWARD 0. STEVENS, JR •• Executor of my La:st:Vvill arid_ Testament. I direct that my personal repre- sentative shall not be required to furnish bond or enter any security in any jurisdiction in which he may act. SECOI\TD: Except as herein modified and amended, I do hereby affirm., ratify. redeclare and republish my Last Will and Testament. This instrument consisting of one typewritten page bearing the signa- ture of the above named CHARLES CLINTON STEVENS., was by him on the date hereof signed, publish and declared by him to be a Codicil to his Last Will and Testament. in our presence. who. at his request, in his presence and in the presence of each other. we believing him to be of sound and disposing mind, memory and understanding. have h eunto subscribed our names as witnesses. ~--L.L:L ..... ~/2 -~~~~rf2~-P . Address ~ ' . v-/ . ,~ ~ /7) C? ~4db-.L'-<z~~7 .. · .. ~--~_a~~ 1:-.M;d-~-d+--'~ Re: Estate of Charles Clinton Stevens~ a/k/a Clinton Charles Stevens, deceased REALTY 1. Lot situate in the Borough of Houston, Washington County~ Penna., being the southerly 1/2 of Lot No. 7 and a strip of land six (6) feet wide off the northerly side of Lot 8~ in Block 4 in the General Plan of Houston, recorded in the Recorder's Office in and for Washington County in Plan Book 1~ page 173~ fronting 31 feet on the westerly side of McNutt Street and extending back in a westerly direction 165 feet to an alley. Being the same lot or parcel of ground conveyed by Elizabeth B. Stevens, to Elizabeth B. Stevens and Charles Clinton Stevens~ her husband, by deed dated March 22, 1954 and recorded in the office of the Recorder of Deeds in and for Washington County in Deed Book Vol. 891, page 51. The said Elizabeth B. Stevens died May 14, 1965, whereby full title in and to the within described premises became vested in her husband, the said Charles Clinton Stevens~ as surviv- ing tenant by the entireties. There is erected upon the above described lot of ground a two story, frame dwelling, with an integral garage~ known as 106 McNutt Street~ Houston, Pa. Value date of death, per appraisal of J. C. McCleery, Professional Appraiser of Washington, Pa. on June 25~ 1970, 2. Lot of ground situate in the Third Ward of the Borough of Canonsburg, Washington County, Pennsylvania~ being Lot No. 33 in Black Addition~ fronting 40 feet on the west side of Orchard Avenue and extending back in a westerly direction~ 122 feet~ 4 inches, to a 15 foot alley. Being the same property conveyed by Charles Clinton Stevens to Charles Clinton Stevens and Elizabeth B. Stevens~ his wife, by deed dated March 22, 1954 and recorded in the office of the Recorder of Deeds in and for Washington County aforesaid~ in Deed Book Vol. 891~ page 54. The said Elizabeth B. Stevens died May 14~ 1965, whereby full title in and to the within described premi- ses became vested in her husband~ the said Charles Clinton Stevens, as surviving tenant by the entireties. There is erected upon the above described lot of ground a two story, frame dwelling, containing five rooms and bath and known as 212 Orchard Avenue~ Canonsburg~ Pa. Value date of death~ per appraisal of J. C. McCleery, Professional Appraiser of Washington, Pa. on June 25, 1970. {BOTH OF ABOVE DESCRIBED PROIE RTIES HAVE BEEN SOLD AT THE APPRAISED VALUE) TOTAL REALTY TOTAL PERSONALTY TOTAL REALTY TOTAL INVENTORY SUMMARY $ 9,805.55 15,500.00 $-25:-305.55 $ 7,000.00 $ 8,500.00 $ 15 ej500. 00 Re: Estate of Charles Clinton Stevens LIST OF HOUSEHOLD FURNITURE KITCHEN: 1 Maple kitchen table and 4 matching chairs 1 Frigidaire (Old) 1 Cabinet Base & 1 utility table 1 Norge gas range '-Norge Washing Machine 1 Small G. E. Radio {old)\ 1 Elec. Toaster (old) 1 Lot dishes., pots and pans 1 What-not shelf '& contents 1 Ironing Board 2 Metal lawn chairs (old) 1 Spice rack & Canister set DINING ROOM: Dining Room set (Mahogany table., 6 matching chairs, china closet., and buffet). 1 Cherry Table 1 Walnut desk (Secretary) 1 Mantle Clock 1 G. E. Canister Sweeper 1 Lot Dishes and glassware 1 9 x 12 carpet (Old) HALL: (Downstairs} 1 small table and lamp 1 Large mirror 2 very small braided rugs LIVING ROOM: 1 Two piece living room suite (worn) 1 Overstuffed chair & Ottoman (worn~ 1 Glass top, cherry coffee table 2 Table lamps 1 Tier Table (Cherry) 2 Floor lamps (old) 1 Magazine rack 1 Floor ash-tray 1 End table 1 Emerson T.V. (not working) . 1 Mantle Clock Misc. knick.,.knacks 1 Shelf 3 green throw rugs (worn) 1 Hassock (plastic} $ 25.00 20.00 10.00 20.00 25.00 1. 00 1. 00 15.00 1.00 1.00 1.00 1.00 ------ 50.00 5.00 10.00 1~00 2.00 10.00 5.00 2.00 2.00 .50 10.00 2.00 2.00 2.00 5.00 1.00 .50 .50 1.00 2.00 2.00 2.00 1. 00 1. 50 .50 $ 121.00 83.00 4.50 33.00 ,. '· - .... f ""' EAST BEDROOM: 3 Piece Blonde Maple Bedroom suite. (Bed. Dresser and Chest of Drawers) 1 Overstuffed rocker (old) 1 Cane chair 1 Small R. C. A. Radio (old) 1 Electric Alarm Clock 3 Ceramic lamps 1 Hanging Lamp 1 Carpet (Worn) Mise. knick ... knacks UPPER HALL: 1 Drop leaf table (very small) 1 Small bookstand NORTH BEDROOM: 2 Single Walnut Beds 1 eaptain1 s chair {old) 1 Small maple chair and desk 1 Rug-worn 1 Pulley lamp 1 Table Lamp 1 Night stand & knick knacks 1 Platform Rocker 1 Chair 1 Small wall mirror 1 Hassock 1 card table 1 gooseneck desk lamp BATHROOM: 1 Hamper and waste basket 1 small stool 1 small commode table 2 throw rugs BASEMENT: 1 Lot tools 2 tool chests TOTAL $ 150.00 1. 00 .50 1.00 1. 00 1. 50 1.00 1. 00 ___ !_.QO_ $ 158.00 2.00 1. 00 $ 10.00 .50 2.00 1. 00 1.00 1.00 2.00 5.00 .50 .50 .50 .25 .25 .50 .25 .50 .50 10.00 10.00 3.00 24.50 1. 75 20.00 $ 448.75 ~ STATE OF PENNSLYVANIA, WASHINGTON COUNTY, } SS: The within named Accountant being duly sworn according to law, deposeS and sayS that the above account as stated is true and correct as ......... h~--------------------------------·-verily believeS. -Tl.. Sworn and subscribed before me this _____ ;;?__~--~-------·-- . ' lili!Ham D, P!lil:ips, No';ary Pn lit V.:J.s;;i;;!)ton, Washington Cotmty, :'e. M; Cor.:mi:>~ion Expirte J:.o:)3 ~o, 197?. Washington County, ss: ' ..... ~ 0 Cll 1:: H --.-: 0 ~ 0. ::s <!}. 0 ;; Cll Cj 'o, Cj () < Q) .. -i rn UJ, ~ s::: Q ~ Q) ; ' _, . ~ 4~e~~~- I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner pre- :~:ir~:~ ~~e:t:~u~eo.a~~3~~-1l~Z: .. ~~--~=:~-~-~~ed by proofs Witness my hand and official seal this ... L~------------·-·· day of ...... 391~------------------------------------------19.1/... ... . ---~S!L~----··············· Register of Wills ...., 1:: .... ::s CIS 0 ...., C) ;:: ::s . ..,, C1) 0 ,d Cj . ! ..... ..... Cj -· 0 ; < ..... .... "0 C1) .2 C1) G r .. ...., ~ 1'0 J~ (])! t . ,. I i~ :; ;:: » .~ ?-:>! ' C1) §i~ C1) ~ -' "' ;:: 0 Q) <!}. rn C1) .... +' +>' s::: .... 0 ifl t:4 ...., ~ Q) 0 ...., ~ ,....;i ?-p• -...., < ~ s::: cd ,\ --, '. • 'J-o 't• ;:: :< < 0 ill! roi Q) ·-I "'t . ~' J ::s ~ l,L() i ~ S:::i rJl ~-..• '\ I .-. ~ 0 +' ...--! -· Cj m: 00 s::: Hi •.-1: ..... _ v ...... I ' ' .S Cj "0 ~ ~ ~ ... ' I '· J ca >= tf:li •.-I IJ:,l ~ ,....; m I',~S .'1'. f". -,.,.'I CIS I: u ~ "d: 0 ,....,... pi~. ~ 1: oi • i lj .....,. j .....• : v•J., :E .... ~ C1) r-: s:::: ~ ...., rn ro! "d :rn ""' r•: s:i 0 : "bh cv:>i Q) H ..... ,....; a ;->i Cll C1) :11) ~ "'! H rn: :::: ,d ·p:; .. +>' ~ ..... Cll S:: Hi 0 .£: •.-I •.-I: 0 ~ --.;:. u ~ IJ:,i ::r: "0 c---t ci y ;:: ai .... z < 0 rl ..... " "'- ~ "' '• J ~ ~----- . ---------------· The Court is respectfully requested to determine p~per distribution in this estat / ·- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION FIRST AND FINAL ACCOUNT OF HOWARD 0. STEVENS, EXECUTOR OF THE ESTATE OF CHARLES CLINTON §_~E_y~~S..!. ~f!@ S~~1'QJ.'i. Q_l!_AR~:§_S_ S_J~~~N_§L 12_~C~A~E_!?..! Receipts (Page 2) Disbursements (Pages 2-3} Receipts (Page 4} Disbursements (Page 4) Receipts {Page 4) Disbursements ( Page 4} Receipts (Page 5} Disbursements 9 (Page 5) No. 63-70-525 SCHEDULE A. PRINCIPAL-PERSONALTY $ 25 ~ 461. 48 .; J 4,810.85 Balance PrinciP"8:"1-: Perso;-alty SCHEDULE B. INCOME-PERSONALTY $ 116.76 116.76 Balance Income-Personalty SCHEDULE C. PRINCIPAL-REALTY $ 15,500.00 --~!..5_Q~ . .2_0_ Balance Principal-Realty SCHEDULE D. INCOME-REALTY $ 522.47 329.00 Balance Income-Realty NET BALANCE Net Balance Consists of the Following: CASH ADVANCE DISTRIBUTION (See Exhibit No. l, Page 6) l. $ 0.00 0.00 193.47 $ 20,844.10 ==..:::::====== $ 20~ 844. 10 1970 June 2, June 8, June 91 June 16,. June 26 June 26 July 7, July 7 SCHEDULE A. PRINCIPAL-PERSONALTY RECEIPTS To Inventory and Appraisement filed Other Receipts: Alice V. McClain -Payment of telephone toll calls Medicare and Blue Shield-Reimbursement on medical bill -Stept & Arnheim Assoc. Bell Telephone Company Refund on final bill Transferred from Income Personalty Transferred from Principal Realty $ 9.,805.55 12.00 25.00 2 0 17 116.76 15,500.00 Total Principal-Personalty $ 25,461.48 ======c:;::,.==:= DISBURSEMENTS Alice V. McClain Jimmie's Wall Paper Co. W. Lawrence Wilson, M.D. W. E. Zuver W. Leonard Griffith Home maintenance Account Balance due after payments from Medicare and Blue Shield Funeral Flowers Funeral Bill $ 1196. 50 Less: Social Security $255. 00 Emma Stevens F. J. Buckley Agency J. C. McCleery John Kern Stept & Arnheim Assoc. Veterans Benef. 325. 00 Reimbursement for payment to workers for tearing down build- ing at 212 Orchard A venue, Canonsburg, Pa. Premium -Fire & Liability Ins. 212 Orchard Ave. & 106 McNuttSt. :Ca:p.onsburg, Pa. Houston, Pa. Fee for appraisals of real estate in Canonsburg and Houston,. Pa. Hauling rubbish -212 Orchard Ave Kidney Specialists -Examination 2. 100.00 9.01 115 0 00 49.82 616.50 25.00 37.00 70.00 15 0 00 25.00 ,-------------- July 30 July 30 July 30 Aug. 4 Aug. 26., Aug. 31., Aug. 31 Sept. l Sept. 2 Sept. 30 Oct. 7 Oct. 28 Malcolm L. Morgan, Co. Treas. 1970 County Tax: 212 Orchard Ave. 106 McNutt St. $44.80 35.05 F. J. Buckley~ Tax Coll. Wilda E. Sickles., Tax Coll. Russell Marino., Agent Russell Marino., Reg. Fergus Bros. M. H. Sharman~ M.D. 1970 School Tax 1970 Boro Tax (212 Orchard Ave.) 159.19 80.24 1970 Boro Tax -106 McNutt St. Payment on account of Penna. Transfer Inheritance Tax: (Tax on $20., 500.00 @ 15%, less 5% discount) 2 short certificates Winterizing furnace - 212 Orchard A venue Balance due after Medicare & Blue Shield payments H. 0. Stevens~ -Reimbursement for following costs advanced: May~ 1970 Martini zing Cleaning Drapes {212 Orchard Ave.) $ 17. 00 May., 1970 Rev. Charles Skuce Honorarium 25.00 John Kern Hauling -212 Orchard Ave. 6.50 Wm. 0. Phillips Notary fee 1. 00 5/18/70 Bureau Vital Stat. 5 death certificates 5.00 5/20/70 Russell Marino., Reg Probate Will., ec. 13.50 5/25/70 Washington Co.Rep. Advertising Letters 14.00 6/4/70 Daily Notes Advertising Letters 12.50 ------ Wilda E. Sickles., Tax Coll 1970 School Tax -106 McNutt St. Russell Marino., Reg. Filing Inventory Canonsburg U. P. Church Bal. due on 197 0 Pledge Columbia Gas Co . ., W.P.P.Co Citizens Water Co. & Bell Tele. Utilities paid from date of death to date of sale of premises on residence -212 Orchard Ave. Charles Toth., Plumber Plumbing services at 106 McNutt St. made prior to sale but billed after consummation of sale Howard 0. Stevens, Executor No commission claimed or paid Howard 0. Stevens., Attorney No fee claimed or paid Total Disburse:rp.ents $ $ 79.85 239.43 30.13 2.,921.25 2.00 17.50 17.00 94.50 126.57 14.00 43.75 132.54 30.00 o.oo o.oo 4., 810.85 ========== 3. INTEREST: SCHEDULE B. INCOME-PERSONALTY RECEIPTS From Mellon National Bank and Trust Company~ (Canonsburg Office) Savings Account No. 066-2410 n/o Estate of Charles Clinton Stevens# Deceased $ 5/27/70 8/ll70 $ 6 5. 26 51.50 Total Income Personalty DISBURSEMENTS Transferred to Principal Personalty Total Disbursements SCHEDULE C. PRINCIPAL-REALTY RECEIPTS To Inventory and Appraisement filed 116.75 116.7 5 --------------- 116.7 5 $ 116.75 ======= $ 15~500.00 Gain or loss on sale of premises at 212 Orchard Ave., Canonsburg, Selling Price Inventory Value Gain $ 8500.00 8500.00 Gain or loss on sale premises at 106 McNutt St., Houston, Pa. Selling Price Inventory Value Gain 7~000.00 _ 2_,_QQ_O..:.. O_Q Total principal realty DISBURSEMENTS Transferred to Principal Personalty Total Disbursements 4. o.oo -~--0.!..0_2_ $ 15,500.00 ==.===== $ _ ~5L5_90._Q,O_ 15~500.00 ====~== 1970 Sept. 4. Sept. 30 Oct. l. SCHEDULE D. INCOME -REALTY RECEIPTS Rental income from property at 106 McNutt St., Houston, Pa. being rent for months of May, June, July, August @ $61.75 (Property sold 9/1/70} Re: Sale of premises at 106 McNutt St., Houston, Pa.: Pro-rata share 1970 Real Estate Taxes, 1% Realty $ 247.00 Transfer Tax, and Recording Fee, paid by Buyer 111. 90 Re: Sale premises at 212 Orchard Avenue, Canonsburg, Pa.: Pro-rata share 1970 Real Estate Taxes, 1% Realty Transfer Tax· and Recording Fee -Paid by Buyer Total Income-Realty DISBURSEMENTS Recorder of Deeds- Washington County Wm. 0. Phillips Recorder of Deeds - Washington County Re: Sale 106 McNutt St., Houston, Pa 1% Penna. Realty Transfer Tax 1% Houston Realty Transfer Tax Recording Deed Notary Fees Re: Sale 212 Orchard Ave. Canonsburg, Pa.: 1% Penna. Realty Transfer Tax 1% Canonsburg Realty Trans. Tax Recording Deed Total Disbursements 5. 16 3. 57 $ 522.47 -------------- 70.00 70.00 7.50 4.00 85.00 85.00 7.50 329.00 -------------- r , .. ' EXHIBIT NO. l ADVANCE DISTRIBUTION TO HOWARD 0. STEVENS, JR: 6/30/70 l/2 share household furniture - Taken in Kind $ 224.37 8/4/7 0 Cash 1000.00 11/3/70 Cash 1500.00 Total TO PIERRE V. STEVENS: 6/30/70 8/1/70 11/7/70 l/2 share household furniture - Taken in Kind $ 224.38 Cash 1000.00 Cash 500.00 Total Total Advance Distribution 6. $ 21724.37 $ '1., '124. 38 $ 4,448.75 -------------------... ~ THE DAILY NOTES CANONSBURG, PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784, Sec. 3, paragraph (3) and (25). State of Pennsylvania } County of Washington ss. Personall~ appeared before me, a Notary Public in and for said county and state, Robert .ttobinson . . ----------------------------------------------------------· who bemg duly sworn, deposes and says. that ----~~---is the _11_~!!~-g~_!:_ of the Notes Publishing & Printing Co., a Penn- sylvania corporation, and its agent in this behalf: that the said company is the pub- lisher of The Daily Notes, published daily except Saturday and Sunday, having its place of business at Canonsburg, Washington County, Pennsylvania; that ·the said Daily Notes was established August 1, 1875; 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 newspaper in its 'regular issues on the following dates: ----~~! __ ~_?_! ____ ~~-~----~-!-----~~-L __ ~_!Z~-------------------------------------------------------························ that the affiant or the corporation in behalf of which ____ !!:~----·------· :sworn to and subscribed before me this 1 June 70 -::,, d•y ~~~:~;;;;~~ Was hi ton County • Pa. ""~ Commission Expires March 30, 1974 -------===~~~===-==•! EXECUTOR'S NOTICE Esta;te of Charles Clinton Stevens, a/k/a Clinton Charles Stevens, \Yido\ve-r, dec-t>ased, late of C'lan- 11-onsburg, \\"ashington County, i Penna. -IJE'l'T'ERS _ Testamentary up-on \the above estate having-been ~ granted to the undersigned, notice 1 is hereby given to those indebted I thf'-reto to make immedia-te· poay- 1 rnnt, and to thosE' having· Glaims or demands to present them for · s.et'llement. Howard 0. StPvPns, :i\Ie-llon Bank Gltlg. II Ca~~~~~~~~-, l'a. Hi317 Howard 0. Stevpns, Attorney MPllon Dank Bldg. Canonsburg, I'a. 15317 .i\Tay 27, June 3, 10, 1n70 w <a!S~®Hll C®IDilllltty !R®]pl@ris ea~s~R=MA~~~ Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY oF WASHINGTON) STATE OJ!" 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, publis'hed weekly having its place of business at Washington, \Vashington 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: ............ Hii!-.Y. .... ?..8. ...... J.9..7.'.Q ......................................... . ........... J:tJng .... 4 ....... l.l. ....... J..9.7.Q ............................. . 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 t'hem for settlement to the Executors or Admin- istrators or their Attorneys . • • • • • • • • • • • • • • • • • STEVENS, CHARLES CLINTON, a/k/a CLINTON CHARLES STEVENS, Dec'd. Late of Canonsburg, Washington County, Penna. Executor: Howard 0. Stevens, Mellon Bank Bldg., Canonsburg, Pa. 15317 Attorney: Howard 0. Stevens, Mellon Bank Bldg., Canonsburg, Pa. 15317 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 tha.f. all of the allegations of this affidavit as to the time, pLacw~-.'d charact of the~'! Iii~ atin~~e f /~; {_/ G.\ L:P u ' _, ....................... .. .................................................... . -L_--fuiiter- Sworn to and subscribed bef me this -~ .J~-.J..tl1 ..... day of... ..... JJ.,lJJ.~ ......................... , !96':7.0.'il a . , .... · ...... ~~.~ ........ :~ ..... &f.!.~~ . Notary Public \ KI.THERINE C. NICHOLA~, !'.ctary Public Wash:ngton, Washington Co., Pa. 1\.!y O~n-~is::lan Expires ~ NavBMber 1, 1973 "