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Home My WebLink AboutOC1970-0529 - ESTATE OF DAVIDSON' \ \ Form RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS .. ,-• J RESIDENT DECEDENT COUNTY OF ... .W..A..~.BJ NG.'J:~QN ......................................... . 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 Inheritance and Estate Tax Act of 1961.) ........... J.O.HN .. ~: ... ~:~!.\;+.~;.;~.:..~ ... ~E EST~~~ .~~ .......... C .. o ... un ....... t .. y· .. }==~: (State full name of decedent) ~~ Late of ....................... washing.ton . ... .. .......... .. State of ..... County of ............... E..§.t.OlJ.~ ....... L•~-~ ...... .P.c:~,y:i,g§ .. QP.. ......................................... . ······························ ...... ····························· .......................... .. of the estate of the above-named decedent being duly sworn, depose S and say S Decedent died ci;;;·;·i···· ..• 19}2~i""'{ ~;~eaving a last will, copy of which is hereto attached. } . ~9.:Y !?. .... (Month) o therNaam:t:::i:::r::~r:fse:\tao:;:: ::} .. W.iJl:i,q,m .... M..G.C. J:lO\l$tQP., ~$q! .1. £1:9..~.~-:t:()P:, .. ~():t:J:§:I::()!.!: -~--P<?!.l:r.:l.~~ .. ly whom all correspondence should be .ll.2.a ... QI1iOP. 'l'X1J$1:.J?1,1:i,lq:i,:rJ,gr.J?:i:t::!=:§P\l::t:."g:tlJ J?~~ .~.?.?.!~ .......................... . mailed. That as such ....... ;e.!.;K~.QJJ.t.;r.i..;K ....... , ... deponent is familiar with the affairs of said estate and the property con- < Ex.,cu tor·Administrator) Rtituting 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 Pi t-t-~hnrrrh 1\1::::1'1-i l"''n=> 1 'R:::~nlr .TI"''hn U n.,~7~ ;:~,...,....,.... ~ r:l TAT :::..!=:h_i. nr<+-:-n Donn c:ou 1 ~7:::> n i :::> . ----~~·· _ .. _ TrJi -Ft=o '1<'.,..+-,...,,.,.. T ~~ n.,n~ ;:!,...,....,.... J . ... ---~- That the contents ·of said 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 attached hereto and made part hereof sets forth full v and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page 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 8 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 ~bmpanies, or other institutions, whether individually, or in trust for uny other person or~persons giv~ng also separately the accrued interest thereon, if any, down-td ·the last_.. ...... ,.,. ) " ., interest day prior to decedent's death in the case of savings banks, and to the date of _decedent's deatlf in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in- ciebtedness of the United States to the decedent; all obligations, whether by statute 'br agreement they are designated as tax free, of the United States, or any state, or political· subdivision)-•t?ereof, or of any foreign country, which are owned at the time of death; all wearing apparel, je~elry,....--silv,erware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles,··.boats, ,.and _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 mortgal!es held by decedent and of all claims due and owing decedent at the time of neath, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation as to each i tern; all moneys payable to the estate from life insurance policles carried by decedent; all annuity and endowment contracts the 11roceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends <In<? 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 the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each 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 copy 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 jointly, by the will, deed, or other instriunent 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 relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property, real and per- sonal, owned by the decedent 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 e.state, 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 tmpaid at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- r 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 and sworn to before me this ............................... .. .......... :: .... , ...... ~ .. ~ ... ~~~h.< ....... day of ............ Ma-re: ......................... 19 ....... :;t3· ............................ /~ ................................................................................................... . --~~-L_s.~ # ~~~X Executrix / fOlTH , ~LW~R. Notery Public Pittsburgh, Alle9heny County, Pa. -My' Commission Expires Jan. 31, 1977 .. ........... .l.Q .. 0.4 ..... R~.ds..t.Qne .... Ro.a.d ........................... ~ ............ .. (Street Number) ............. ~.c:l.§.g_~.P.:9.!:9..~ .. f. ..... ?..~.P.:.~.§.Y.~.Y?.-.P.:t..~ ...... +..?..J. 0 1 (City or Town and State) NOTE: Be fore 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) , , COMM'ONWEAL TH OF PENNSYLVANIA D'EPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE· "A" 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 described by lot and block number, street and street number, together wl th a general description of the prc,perty, with a reference to the record of the conveyanc~;~ by which the dec~;~d~;~nt took title; if a farm state number of a- cr~;~s; also stat~;~ment of mortgag~;~ ~;~ncumbrances upon each parcel at d~;~ath of d~;~cedent. Taxes, assessments, accrued Interest on mortgag~;~s, etc.,are to be I is ted on Schedule" F" and must not be deduct~;~d from this schedule. Undivided one-half interest in commercial building situate at 204 Union Street, Perryopolis, Pa. (SOLD} ( 1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH 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. (2) ESTIMATED MARKET VALUE 3,250. 3,.250. (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) ' ( f\C~-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". Intangible 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 ariother, 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. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. ITEM UNIT ESTIMATED List and describe fully VALUE MARKET VALUE CASH: ~llon National Bank & Trust Co. Checking Acct. #353-7410 -1/2 int. STOCKS: 555 shs. Composite Steels, Inc. 20. 16 shs. Flint Creek Fuel Do. (assessabl~} 4,308 shs. Washington Steel Corp. 11.8~5 Accrued div. thereon of rec. 5/8/70 pd. 5/22/70 1M Cespedes Sugar Co. (Cuba} 7-1/2% SF due 9/1/39 extd. 6/30/70 Freeport Coal Co. notes & shares 21Wts. Tri-Continental 70 MISCELLANEOUS: Estate of Clayton Davidson -balance due Estate of T. S. Fitch, Deceased - pecuniary legacy Fiduciary fees receivable Professional Accounts Receivable -fees Professional Accounts Receivable -costs advanced Washington Steel Corp. -compensation du~ Composite Steels, Inc. -compensation du~ Composite Steels, Inc. -officer's bonus Metropolitan Life Ins. -premium refund Legal Intelligencer -subscription refun~ Dexter-Bertholon-Rowland -accident and disability premium refund Dexter-Bertholon-Rowland -Professional Liability premium refund Dexter-Bertholon-Rowland -Disability insurance benefit H. G. Hood & Sons -Workmen's compensatipn insurance refund Prof. furniture and fixtures & library 1967 Plymouth Fury Convertible • 0 416.07 11,100.00 1.00 51..,157. 50 753.90 1.00 69,946.00 1,470.00 152.32 5,000.00 12,500.00 74,857.50 438.24 1,063.74 180.60 363.52 74.86 9.50 82.25 13.00 228.57 35.00 1,378.00 1,095.00 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. X X 232,317.57 DEPARTMENT VALUATION (Do not write in this space) Sl, ;57, s-o '753, ro ;S2 .32. !)ooo. 0 u ' I ;), so 0 I D D .J 1 Jt <t 5'1. 6"0 . q;;1, :JiJ-. I o & J, 7 t-J ' ;g-cJ. &o · yc, 3.5.1-7 tj, s-l~ ' q~;-() ' . /3, cw 2 ::2 9'---~ ._ 7 ) 3S 0 0 I g /&', oo ' roct,~-,ou I J 3~13 ( 7, 5_7 /94[) Rc'c-36 .. ' · COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDE~T DECEDENT SCHEDULE "C" TRA.NSFETI.S (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 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~aUL-------- (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)_.nuo~---- (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) 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)En~OT--------- (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 NONE Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) "Rc c-38 I' ' 'COMMONWEALTH 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 percentage Estate Address and Relationship of Co-Owners, and Place Value Share Valuation of Record of Instrument, where Real Estate. Pittsburgh National Bank Checking Account #5-570475 Pittsburgh National Bank Checking Account #5-570491 Both of the above accounts were held by the decedent and his wife, Estous Lee Davidson, as tenants by the entireties -- NOT TAXABLE DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest Insert this total opposite "Jointly Owned Property", Schedule "E" ~~ in the "As Reported" column on the last page of this return. L-----------~ ,.r Rcc..:37 (12-l?3~ COMMQNWEALTH 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) Estous Lee Davidson 1004 Redstone Road washington, Pa. 15301 . ' 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 Wife Yes Entire Estate Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE '· •• Will Administration t No. .. 1.10 ........ Year ...... 19.10 .... . P-1< THE :\lATTER OF THE APPRAISEMENT OF THE ESTATE OF JOHN H. DAVIDSON Deceased Late of. .1004 Redstone Roq,d Washington, Pa. County of . Washington. Commonwealth of Pennsylvania REPORT AND APPRAISAL, ·. d ··oQ NOl'JH\r\S\fft\ "1 · ..,lc\C>~:!\1 ll. \" I (' )·\ ·j ;:, v _. S il\ j 1') , ... ---c('~\i'ti William M<;:0~'1'Hou~ton; Esq. \J'hl'· Houston, Houston & Donnelly 1128 Union Trust Bui1~~g Pittsbu~~hU\~~· i52~~~ 6 n 't J " ~· ' f"i v i .. ·~ '\ ··-~' . . J.J · .. : ,-~~ ~. '" :··~ ·: \. .t ~ ... '--.).. I ,, (Executor-Administrator must complete "As Reported" column #1.) CJ '"I 0 "' "' ..., Sl:> >< Sl:> 0"' ~ 1:%:1 "' .-+ Sl:> .-+ (!> i:fl n ::r trJ = ..., '"C ::0 '"I (!> (!> Sl:> '"I e:.. ::I "' "' 0 ..... ::I '"C (!> e:.. ... ... "' 0 '"C '0 (!> ... '"I 0 ~ '0 (!> '"I .-+ '< en c:: ~ :: > ::0 w~~>< ?'" ?-?- r) t:d > ~ :: :: -(;;9-(;;9~-(;;9-(;;9-(;;9 ~. 'N: : =w: ~. NW """: :.., .. ~ ~-'wi-v ~. 11-'Ul ~ . 0-JQ ~: I .• • ~ ~ ~g -oo -oo > "' ::0 ct>----"0-o-.., -15.. - i~~ ~ ~ ~(J ;;: ~~"' ~~ ·o ~ : ·_(~· -~1. -~· :0) ·~ :"-... ~--~ ()~~ r ~ •· 3 "I \) 5· ~ 0 2.. .: Form RC C-10 .. DEDUCTIONS ALLOWED IN -j ~ ... ~ OFFICE OF TME ·if REGISTER OF WILLS STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ............ $ y~J5~~~~\ 1913 RUSSELL MARINO OF •COUNTY AND AGENT OF TM&: COMMONWEALTH l 'A.lto..n...-~b ESTATE OF John H. Davidson LATE OF 1004 Redstone Rd., Washington, Pa. DATE OF FILING APPRAISEMENT ----------DAT!ii: OF DEATH ----'M~a:..zv:.........:l:::.S::..L,---=::1:..:9::...7:.._0~----- DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHS::~ 19 170 ADMINISTRATIVE EXPENSES: .Tune 5 Washinaton Countv Reports Advertisina letters 14 5 Observer-Publishing Co. Advertising letters 14 26 Houston .. Houston & Donnelly Costs advanced 16 Sept. 29 Houston. Houston & Donnelly Reirnb. a/c costs advanced 2 Dec. 9 Jos. Mitchell Co. Law library appraisal 37 naro ~, Rc:::-1-nnc::: T.~=>~=> n.-=~ui r'!!=:On Reirnb. a/c costs advanced d.::; IU.L.Luw::;. Reaister of Wills Probate & 4 short certificates 15.50 n~~.a.,.,...a n-f-fif"l'> I'>Vnl'>nC:::I'> t:;() ()() ,"'::~ RegJ.ster of Wills Office expense 12.00 ' "'.J:..J:.' 111"1 _lV\ .1:' I: l.l. y L;cG::>TC ~~~~~ •.t-. ~ Register of Wills 5 short certificates 5.00 Sh1pp1ng and pacKJ.ng expe nse O:::J • .)U Manufacturers Hanover Tru st Stock transfer tax 2.25 Register of Wills Office expense 10.16 Oarr;c-1-a...-n-F Wills Office exnense 1 00 J Mailing files Postmaster 4.34 .. -'..:I T 'Q_,... ~"'~,,...,,....,...., .j:,....,.... ') f'l()() ()() ? ??Q 19 71 u • u • · uo;v~-.;;r.;:::r..., •• 1 • I ':I." . -t-- April 14 Req.ister of Wills One short certificate 1 Ana 30 Seaboard Suretv Lost certificate bond 74 19 ~~ ~oustont Houston & Donnelly Counsel fee t,5UU ]Q THER D BTS: June 26 Humble & Oil Refininq Co. Merchandise 30 26 c. H. Scott Merchandise 89 26 George Washington Hotel Account 14 ?f\ R~=>ll 'T'Pl~=>nhnnP ('n ·Service 36 --= 26 Smith's Appliances Service 12 ')C.. .T D=1nl Prnnri-Fii-M.D Profpc:::c:::inn.-::~1 c:::Prvices 20 2fi Somerville EauiPment Co. Account 330 ?f\ P.-:~11)'s Suner Market Merchandise 141 26 Piatt Funeral Home Funeral Director 2,052. COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Allegheny so: TOTAL CARRIED FORWARD I, Estous Lee Davidson -----.=.:::...=.==-...=..:::.::.-=-=..::..=.:::::..=..:::.__ __________ HEREBY CERTIFY, THAT. TO THE BEGT OF MY I<NOWL!DGE AND BELIE!•, TH! FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSU OP' ACMINISTRAi~IO_!:j ISUBMITTEJ:I TO THE ESTATE OF INHERITANCE TAX PURPOSES. John~: -a~~:~D D<C ... ED, AS DEDUCTOON• •o• -./ ~ & L ~ l:Y£o.-f,di! LY\, ) CL. S. l SWORN AND SUBSCRIBED BEFORE ME THIS _ _,.S:....::t:.h::...__oAY OP' ~ • M .c • _n__ · ~ ~ y~ ~Y3 S"'2.J / Pittsburgh, AHegheny County, Pa. My Commission Expires Jan. 31, 1971, '6{ 00 00 00 00 10 t;t; 00 03 uu 81 08 46 79 56 00 30 47 1() - .. -. •$ ~ ----q \ ... . : 1 4. 0 0 J. 2 5· o.o o 1 4. 0 0 3. 2 5 0. 0 0 () 1 6. 0 0 416.07 2. 0 0 11.100.00 3 7. 1 0 1. 0 0 2. 2 2 9.5 5 5 1. 1 5 7. 5 0 1. 0 0 753.90 7 4. 0 3 "' 1. 0 0 7. 50 0.0 0 6 9. 9 4 6. 0 0 3 0. 8 1 1. 4 7 o. 0 0 8 9. 0 8 152.32 1 4. 4 6 5. 0 0 0. 0 0 3 6. 7 9 12.500.00 1 2. 56 7 4. 8 5 7. 5 0 2 0. 0 0 438.24 3 3 0.3 0 1. 0 6 3. 7 4 141.47 18 0.6 0 2. 0 5 2. 1 0 363.52 12.615.25() 7 4. 8 6 1. 2 0 9. 5 0 2 4. 4 6 82.25 2 5. 0 0 1 3. 0 0 92.46 228.57 4. 9 0 3 5. 0 0 1. 2 3 9. 0 0 1.378.00 1. 7 2 o. 0 0 1.095.00 120.00 2 3 5.5 6 ~57() 210.12 43.521.81-1 9. 0 0 0. 0 0 192.045.76() 4.135.00 1 9 2. 0 4 ~ 7 6 * 2 5. 8 0 14 4.9 4 1 4. 6 9 790.00 550.00 555.00 6 7. 6 0 4 2 8.71 913.68 844.00 4 3. 5 2 1. 8 1 () 43.521.81* 1970 June July Aug. Sept. 9ct. Dec. 1971 March April 26 26 26 26 26 26 26 26 26 8 8 16 29 10 10 18 13 22 31 30 14 . STATEMENT OF DEBTS 'AND DEDUCTIONS ESTATE OF JOHN H. DAVIDSON BALANCE BROUGHT FORWARD OTHER DEBTS (CONTINUED) : Washington County Reports Home Launders West Penn Power Co. Columbia Gas Co. Lang's Washington Cemetery Co. Thomas J. Terputac, Esq. Central Washington Co. United Fund Pittsburgh National Bank Pittsburgh National Bank Composite Steels, Inc. Composite Steels, Inc. Estate of Mary A. James Modern Business Machine Supplies Kuntz Monument W & J College First United Methodist Church R. L. Polk Estous Lee Davidson Lybrand, Ross Bros. & Montgomery Internal Revenue Service Statement Service Service Service Statement Burial lot Professional services Balance on pledge Interest on loan to 5/15/70 Payment in full of note Payment in full of notes Interest on notes 5/15/70 Reimb. ajc tax penalty Merchandise Monument Balance of pledge Balance of pledge Statement Reimb. ajc sosts advanced as follows: Washington Hospital - per statement $ 78.75 Wilda M. Geko - nurse 90.00 Miscellaneous household bills 259.96 Professional services 1970 Personal Income Tax Balance TOTAL. • . $12,615.25 1. 20 24.46 25.00 92.46 4.90 1,239.00 1,720.00 120.00 210.12 19,000.00 4,135.00 25.80 144.94 14.69 790.00 550.00 555.00 67.60 428.71 913.68 844.00 $43,521.81 . V d '. 0 0 I l i.~ 1. D ~i lt-1 S V t'i\ S Tl! f.l; J. ) ~! ::1 L :) I 0 3 iJ () N i }J ~ ; ~ -rl ~ ~~ s n ~ -.. /' ... . -~- IN RE: Cnt. o? John H. Oovtdson t·!ovhtnnton County Eo~ouo L. D~vfdzon, Enocu~r1n PETITION FOR REFUND of Transfer Inheritance Tax. Juno 29 AND NOW TO WIT A. D. 19 73 , I certify that the following is the action of the Board of Finance and Revenue of the Commonwealth of Pennsylvania 1n this matter: "And now to wit Juno 27 A. D. 19 73 ' Refund is hereby granted in the amount of $ ~77.25.n BY ORDER OF THE BOARD OF FINANCE AND REVENUE GRACE M. SLOAN, State Treasurer and Chairman ISRAEL PACKEL, Attorney General C. DeLORES TUCKER, . Secretary of the Commonwealth ROBERT P. CASEY, Auditor General ATTEST: ROBERT Po KANE, Secretary 2nue 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0~~?.~0 0 -:-:~ 0 0 0 0 0 0 0 0 0 0 0 0 Secretary, Board of Finan~~d Revenue Copy mailed to: Nouston, Houston & Connolly , on Juno 29 11 1973 Attorneys at Lc~ Unfon irun~ Cufldtng Ptttnhurgh 0 Pcnno. 1521~ cv: t·Ji t 1 i C.7S t-~C. Hounton Vb ,, COMMONWEALTH OF PENNSYLVANIA DEPARTMEN'T OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG RCC-61 (6-71) 17127 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT 38-75-3 ESTOUS LEE DAVIDSON In Re: Estate of JOHN H • DAVIDSON WASHINGTON County-File No. 63-70-529 DearMr. Davidson, You are hereby notified that the _ ___;O::..:R~I=G=Ic=:N:..::.AL=------------- appraisement in the estate of JOHN H. DAVIDSON has been filed in the office of the Register of Wills of_W!!.!!..I:lA..:;Su:::Hui...J.:NO!l..GLTOL.!o...LNL.l!,._ _____ _ County on March 14 , 19_13_, Said appraisement reflects the following valuations: Real Estate _____ ___::3:...t,:....!2::..::5::...:0~·~0::::..0.::::._ __ _ Person a I Property __ ___..._2->d3£2..L,....,.3L.!1,_j7l__o • ..._.5.L7L-__ _ Transfers ______________ _ Jointly Owned------------- T ota I ------~2~3~5..L, ~5~6...!..7~. ~5_!_7 __ _ 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 nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) 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 March 14, 1973 s;;p~~ ~j1)\&,CV~ Title APPRAISER II DATE OF DEATH: May 15, 1970 Note: This is not a bill. / WILLIAM MCC. HOUSTON FRED CHALMERS HOUSTON,JR. THOMAS .J. DONNELLY ROBERT L. CAMF='BELL ARTHUR A. WALTENBAUGH HOUSTON, HOUSTON &. DONNELLY ATTORNEYS AT LAW UNION TRUST BUILDING PITTSBURGH, PA. 15219 March 5, 1973 Inheritance Tax Office Register of Wills Washington County Court House Washington, Pennsylvania FRED CHALMERS HOUSTON (1914·1971) TELEPHONE 412-471-5828 Re: Estate of John H. Davidson, Deceased Gentlemen: I am enclosing Form RCC-33, in duplicate, as well as Form RCC-10, Statement of Debts and Deductions. We are not planning on filing a formal account with the Court. Under the circumstances, we would appreciate it if you would proceed with an appraisement and a determination of the allowable deductions so that we can pay the balance on the Inheritance tax due. I IVery truly yours, UcL_ t. ~ WMH/eb Enclosures cc: Mrs. John H. Davidson , __ FtCC•39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of DAVIDSON (Last Name) JOHN (First Name) H. (Initial) DATE OF DEATH 5-15-70 FILE NO. 63-70-529 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each i tern in the last column to the right in Schedules "A", "B", "C", and "E". \ Dated: Ma~ch 14, 1973 REPORT OF THE REGISTER 0~ WILLS ~ ~ I, the undersigned duly elected Register of Wills in and for Wash1ngton 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", wh· r lesser amount represents the sum allowed as a deduction. Dated: 1MAR 1 4 1973 RUSSELL MARINO 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 $ 23;:;~~ ~~~ I 235,567 57 43 521 81 192,045 annuities . . . . . . . . . . . . . . . . . . . $------+--- EST ATE TAX ASSESSMENTS $ __________ ,.L.___ VALUE AS APPRAISED $ ~ ?110 m ')')') ":!1'"' 1:;7 235.567 57 43.521 81 ---192.045 76 ' FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ -----,nor.,.--~',;..r ----t---!;-r--Taxon$------~~q~~~O~-Y~~i~1--~ Tax on $ ---------+--Taxon$ __________ ~--- Taxon$ __________ -+-- 2% (ij;) 5% 10% 15% $ ' / $ Tl ~ 'l.l lS' $ $ $ VALUE AS REAPPRAISED $ ____________ ~--- Exemptions========~=· 1="·:::'··::-= Total Estate-------~'--- TOTAL TAX * $ (*) As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue; Less tax previously paid BALANCE Less 5% of tax if paid within $======!== $--------+--- 3 months after death , ·-'. $=====~=== :-~?1•«-· .. BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from -----to ------- AMOUNT OF ESTATE TAX ASSESSED $-----+-- Estate tax paid $ _____ ----.~ __ BALANCE DUE $ ---------L--- Add interest at rate of 6% from ----------liO $ ------+-- TOTAL TAX BALANCE $ ------+---PAID $ _____ _j_ __ FOR USE OF REGISTER ONLY ADJUSTMENTS j~: :·. ,f' _-, 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 JOHN H. DAVIDSON Deceased Late of SO.tJ'rH. S.'I'R.:N3!\1'1E. 'I'Y'IP..~ ... County of . WA.Sli:I:NG'I'9N . Commonwealth of Pennsylvania REPORT AND APPRAISAL -----, ------ .. r'< .. t"~ ,;:\;-. 2 COMMONWEALTH OF PENNSYLV M.JIA DATE .. M.srr..G.h. .... J4. . .r. ....... J.9. .. 7..~ ......... ............. ,.. •· DEPAP..T!IIi:Ei':T OF REVENUE . . ) RESIDENT INHEiiiTANCE TAX COUNTY ... Was..hi.n.g.t.o.n ................... BUREAU OF COUNTY COLLECTIONS .......... ........ HARRISBURG. PENNA. 17 12 7 APPRAISEMENT FILE NO. ·········-~--~-:: . .?.9.:::: .. ?. .. ?.? .................... ................... Whereas, ...................... ~f.OH.N. ..... a. .•...... P..AVJ..P.$.9N ........................................................... late of ............ e9.:t!T.~ ..... ~T.~~~~-?. .... ?;.~~-~---············--· in the County of ....................... W.ASH.J..NG.'.r.ON ................................................................ Commonwealth of Pennsylvania, having died on the .............................. 1.5.th ................................................ day of ............... M.ay ................................................. 19 ... ..7.Q seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................. OOMI.NI.C .... R ....... DeMARI.A ...................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaea $ REALTY: SEE COPY OF SCHEDULE A ATTACHED TO APPRAISEMENT 3,250 00 ·- PERSONAL: SEE COPY OF SCHEDULE B ATTACHED TO APPRAISEMENT 232.317 I sq___ I total 235,567 57 I I I I I I / -· - ................................................................................................................................................................. ........................ .LV. .. ~:~::r~~t>_ ............................... , Penna. WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOHN H. DA VIBSON Deceased. Late of SOUTH STRAB.ANE TWP. ····················· ............... . Date of Death, 5-15-70 Appraisemei!t Docket Vol., ...... 3..e. ....................................... . Page, ... ..79..:::-.. 3 ........................ No ...... 6..3.:::-7.0.:::-.5.2.9 .... . Filed in Register's Office, ... M9..r..Gh .... .l..4 .... 19 ...... .7.3 · Am.ount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal j1'om Appraisement~ Entered and charged, I ... LAST WILL AND TESTAMENT OF JOHN H. DAVIDSON I, JOHN H. DAVIDSON, of South Strabane Township, Washington County, Pennsylvania, hereby declare this to be my last Will and revoke all Wills which I have previously made. ITEM I. I direct that the expenses of my last illness and funeral be paid as soon as practicable after my death. ITEM II. I give, devise, and bequeath all the rest, residue and re- mainder of my estate of whatever nature and wherever situate to my wife, ESTOUS LEE DAVIDSON, if she survives me. If she does not survive me, then I give, devise and bequeath all the residue of my estate to our three (3) children, that is, ESTOUS LEE DAVIDSON (wife of W. Roger Davidson, now of Bermuda), JOHN H. DAVIDSON, JR. and MARY WELLS DAVIDSON BERGER (wife of Daniel 0. Berger). ITEM III. I authorize my Executors and their successors to exercise the following powers, in addition to those given by law, to be exercised in their sole discretion: I I (a) To retain any real and personal property which rna~ at any time form part of my estate as long as they may deem advisable~ (b) To subscribe for or to exercise options for stocks, bonds, or other investments; to join in any plan of lease, mortgage, rne.rger, consolidation, reorganization, foreclosure or voting trust and to deposit securities thereunder; and generally to exercise all the rights of security holders. (c) ' To vote, in person or by proxy, securities being held by my estate and in such connection to delegate any discretionary' powers. (d) To repair, alter, improve, or lease, for any perio of time, any real or personal property and to give options for leases. (e) To sell at public or private sale, for cash or credit! with or without security, to exchange or to partition any real or per- sonal property and to give options for sales or exchanges. (f) To borrow money from any person, including any Executor or successor and to mortgage or pledge any real or personal property. J ITEM IV. I nominate, constitute and appoint, ESTOUS LEE DAVIDSON, my wife, Executrix of this my last Will and Testament, and if she be unable or unwilling to serve then, I constitute and appoint JOHN H. DAVIDSON, JR., of Pittsburgh, Allegheny County, Pennsylvania, to be Executor hereunder, and I direct that neither such Executrix nor Executor shall be required to post bond in any jurisdiction in which they or either of them may serve. WITNESS the due execution hereof this 4th day of November, 1968. . ~-f-I-::.(,#!1=H~. 41~~~~v1_Ld_so-1-~~~~'~. -=--=----' ___ (SEAL) Signed, sealed, published and declared by John H. Davidson, the above-named Testator, as and for his last Will and Testament, in the presenc of us, who at his request, in his presence and in the presence of each other, all being at the same time present, have hereunto subscribed our names as witnesses: / Page 2 of 2 Pages ---Eli a umr,aa&&i:zi:&u·i&aii.._ua-·=