HomeMy WebLinkAboutOC1970-0564 - ESTATE OF CARLISLETestate Form J
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
E .f Catherine Cook tarlislestate0,.
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Deceased
N 63-70-5640 .
Fiduciary....L~.Q...A!....C.~r::Jj..~1.~...t••••••••••••••••••••••••
.A.dmr C T..A .
Date of Date of
Decedent's death M.ajl 25 .l9.7.Q Grant of Leitte rs ,~.l:!~.~..J.1..J9..7.Q .
This is the fi.r.s.t and...final.account filed in this estate
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If there have been former accounts filed in this estate,list file number or number and term ;.
Election to take
Under or Against will.(cross out one)
Date Election Place of;
Filed Record .
Name of surviving spouse J;:~~~.~9..?_!.~~.:::;.~.E?.
List issue,where material:
None
Did decedent marry after execution of will?{indicate}~lltSC No.Any children born after execution of will?{indicate}
~.No.If answer yes,name them .
Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
Grace R.Skoog
Thomas F.Cook
Leo A.Carlisle
sister
brother
husband
specific stock legacy
specific stock legacy
residue
List,if exceptions to above:
No exceptions.
"f partial intestacy,give facts:
None
Adeemed:Revoked:Lapsed:Abated:Give Cause:
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.~x
If any exception give cause:~.9 ~.~~.~P..~.~9.~~.!.
File copy of Notice ..'...Attached Not1ce ma11ed December 16,1970.and date of mailing .
Is estate subject to the filing of a Federa,1 Estate Tax Return?~~:.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $5..5.Q.~.Q.9 .
If the Will makes any portion of estate subject to a "life-estate,give name and birth date-of life tenant .
.......................NQ.~~.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give refe'rence to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
-Balance for distribution per account,
Itemize any additional debits not shown by account:
Total additional debits (Add)
Itemize any additional credits not shown by account:
Notary fee
Total additional credits (Subtract)
Balance for distribution
$...J.~.~.:89.......................
$N.9.n~.
.75
$.
$...J.Q9.:14--__.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Balance is in cash .
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...*f9 Q z ..2
If .Famjly ExemRtion c;laimed by Petition,give place of Record:...~9-.I!!~Jy....~?C.~!!l:pt~~J.}..tI.?:~...R.~.~D...t~K~.n.....ln tne Account.,
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.
List any advancement or distribution on account that has been made,and nature and amount of same:
See Schedule I of Account and attached receipts:
Grace R.Skoog -stock legacy
Thomas F.Cook -stock legacy
Leo A.Carlisle -on account of residue
$650.625
$650.625
$8,007.05
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:
It is respectf~lly suggested that the distributions heretofor,e made
be ,confirmed and the balance be ~arded to Leo A.Carlisle.
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary_or representative thereof,
being duly ~.WQ.:r.n.doth depose and say
that the facts set forth in the foregoing petition are true
to the best of nJ1?knowledge and belief.
.................S.WQ.:r.n to and subscribed before
me th;s_/(j_~":.d":0~1J.---19.I~--
Signature of Office~.....
T;tle 01 Ollicer ~-;'X!Z.: _
Office expi res..........d,s /9/2.i .
BARBARA CRAIG.NOTA~PUBllf"
WASHINGTON,WASHINGTON,COUNn
MY COMMISSION EXPIRESJiVNE.2~,m4
.~ember,PennsylvaniaAssociation gj Ngtarill!
And your petitioner will ever pray,etc.
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No.63-70-564
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Estate of....Qg..t.D.~;r.+.n~...9.9.gk..,g.?J;:'.!;l..l?*~
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Deceased
Fiduciary..~~.9.J:....·Q~.:r.;!'.:h~J.~.~.
................AdIUr.C.•.T.•A "._'
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or on attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with qccount.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
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Attorney
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IN ~HE COURT OF/COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
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ORPHANS'COURT DIVISION
IN RE:ESTATE OF ,CATHERINE COOK-)
CARLISLE,a/k/a CATHERINE )NO.63-70-564
C.CARLISLE,DECEASED.)
NOT ICE
PLEASE TAKE NOTICE that Leo A.Carlisle,Administrator
C.T.A.or the Estate of Catherine Cook Carlisle,a/k/aCatherine
C.Carlisle,deceased,has today filed his First and Final Account
in the Office of the Register of Wills of Washington County,
Pennsylvania,to No.63-70-564,Administration Accounts,and that
the same will be pres~nted to the Orphans'Court of Washington
County,Pennsylvania,for confirmation on March 1,1971,and be
called for Audit by the Court at a time to be fixed by the Court
during the week of March 15,1971,when and where you may appear,
in person or by counsel,and be heard,if you so desire.
Washington,Pa.
December 14,1970
McCreight,Marriner &McCreight
Attorneys for Administrator C.T ..
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IN THE COURT OF COMMON PLEAS OF WAS HINGTON COUNTY,PENN!1
ORPHANS'COURT DIVISION
Carlisle,deceased.The Administrator CTA is Leo A.Carlisle
and the attorneys are McCreight,Marriner &McCreight.Mr.
CATHERINE COOK CARLISLE,No.564 of 197Q
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Number 564 of 1970,the estate of Catherine Co(k.
HEARING ON AUDIT
Thursday,March 18,1971,at 10:00 o'clock
A.M.rEST.
McCREIGH!,MARRINER &McCREIGHT,ESQ~.,
of Washington,Pa.,representing the Accountan .
THE HONORABLE P.VINCENT MARINO,Judg
of the said Court.
CARLISLE,
ESTATE OF
IN RE:
~CATHERINE C.
0(~~Deceased.z
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i~I'Z~BEFORE:~.
~~Ulc APPEARANCES:
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x5 TIME:
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~oII.~THE COURT:..'
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James McCreight?
MR.McCREIGHT:May it please the Court,we submit our appeara ~ce
and the Audit Petition and the required exhibits.There are no
unpaid creditors,no problems for adjudication.The balance for
,distribution is in cash.'
THE COURT:Is there anyone els e in Court interested in this
decedent's estate?
2
(NO RESPONSE)
THE COURT:The audit of this account is ordered closed by
the Court.
e,
(A UDIT CLOSED
0(z~UIZZ~I her'eby certify that the proceedings and evidence are contained
io~fu.lly and accurately in the notes tal(en by-me on the hearing of the abovezi:~caus e,and that this copy is a correct transcript of the same.
The foregoing record of,the proceedings upon the hearing,of the
hereby approved and directed to be filed.
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Ifttsqiugtnu OJnuuty~S5:
I,.~.':l.s.~.~.~}IV~!'.~Il.().........Register for the Probate
of Wills and granting Letters of Administration,in and for the County
of Washington and Commonwealth of Pennsylvania:
To G~.~:R.~..{i,.LG.0.r.lJ.$.le .
Administrd;topf all and singular,the goods and chattels,rights and
creditSYl'XJJ:l3l~~is.Wz.elctwhich were of .
......9~·.~!J..~~.~~~..q.~():k...qa.!'.~~.s}~late of the said County,
deceased,with a copy of deceased's will annexed,GREETINGS:
Whereas,the said ..Ga.tb.~rJp.~Q.Qq.1{..G.fAr.J~.$J~.
.Her l'f t'd He r 1 W'll d T " ,In 1 e lme,11la e ast 1 an esta11lent 11l wrtfl1lg,
which was duly proved on the .~st day of ....~t1!le........A.D.,J.97'O .....having,whilst
She ..lived,and at the time of ~.e.!,..decease,divers goods and chattels,rights and credits,with-
in the said County,by means whereof the full disposition and power of granting letters of adminis-
tration thereof,is manifestly known to belong to me;Therefore desiring that the goods and chattels,
rights and credits which were of the said deceased,xmi,.mt.hivk..zm1Z.f1l1DlJllJXlJl1llIi:FRYlK.rie:d,may be well
and truly ad111inistered,converted and disposed of according to the tenor and effect of the said de-
ceased's will and according to law,I do hereby grant unto you the said .
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..........................(in whose fidelity in this behalf I very much confide,)full
power by the tenor of these presents,to administer the goods,chattels,rights and creditsxr:J'.:l7m~
7JJIl.1JJtti.1I11i:rFiYl;xTlf?i.,which were of the said deceased,within the said County,as also to ask,collect levy,
recover and receive the credits whatsoever of the said deceased,which at the time of .I1E3I'.....death
were owing,or did in any way belong to)16 r'.....and to pay the debts in which the said deceased
stood obliged,so far forth as the said goods and chattels,rights and credits will extend,according
to thetr rate and order of law;especially of well and truly administering the goods and chattels,
rights and credits ~ng..Xl1Il~vei.,which were of the said deceased,according to the
tenor and effect of said deceased's will,and according to law;and making a true and perfect
inventory and conscionable appraisement thereof,and exhibiting the same into the Register's Of-
fice,at Washington,on.or before the day of ... .next,ensuin.g,and also a
true and just account,calculation,and reckoning of your administration,upon your solemn .
.......Qa.t.h.........to render at the expiration of six months,or when legally thereunto re-
quired;and I do by these presents ordain,constitute and depute you,the said..
...:Leo..A.e O.a.r.l:L.$J~........
administrat ar C_T.A.of all and singular the goods and chattels,rights and credits,mI:Jiarh
rxm7lfim:..wm:.d~~7$ffd which were of the said deceased,with a copy of said deceased's Will an-
nexed,within the limits aforesaid;saving harmless and forever indemnifying me and all other of-
ficers against all persons by reason of your ad111inistration aforesaid,and saving all others their
rights,&c.
.in the year of our Lord
]u Wr.atimnuy IIqtttOf.I have hereunto set 1ny hand and affixed the seal of said office at
JuneWashington,the ~~.t -....day of .
one thousand nine hundred and .Seventy..
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Letters Of Administration
MfiM~c.T.A.
ESTATE OF
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~tatr of 'rnnngluania l
Qtoumg of lIan4ington Jnn:
Personally before me,the undersigned authority,a J1Q.ta.:r..Y-p.ub.lic in and for said
County and State,appeared ~.~.Q k\.!c.g..:r..l.;t..~.l.~who,being duly
sworn according to law,deposes and says that he is the ~~lIDlt<mc@ca~~isiratorof the es-
tate lef C.~th.~r.1ne-9.~.~~9.9-.~.~.J.~J.~deceased,that the foregoing scbedtl\es constitute ag./nfple~e Cf~v\~f£f~~d CappPat~~~~t~f the real and personal estate ofG.~);;.h.~r.1n~....C.9.Qk...Q9,rliSl..e,a/k/C'
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposit£atherine
each item of real and personal estate in the foregoing schedules are determined and stated by thl{:.Car1i s 1E
undersigned to be the fair value of said items as of the date of the decedent's death,based upon a
just appraisement of each item made by th~ve named ~l't Administrator.C.T•A•
Sworn and subscribed before me this ·····J..f.···········F /}_/j)//./J.~ayof..·...1~/J......... .·~~~~~~t~~·C>I<·A .
BARBA ~..(:AC~~.".
WASHINGTON,WASlliNGTO~l COUNTY
MY .cOMMISS!ON [Xl-'Iilt~.LiNE-25::;'1974 Pi DITIONAL INSTRUCTIONS
Meni.ber.P!l.qnsY!Miai'A9fJ~rilJtiit be filed within three months after appointment of personal representative.
~~2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
-:;..:.3.1 Originaland'2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies and 2 RCRI-33,
4,Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
"i eluding '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
3Jnurutory am.i\pprainrmrnt .of the goods and chattels,rights and credits which
were of Ca.the.rine C.o.ok...Car.lis.~e .late of City.of W.ashingtan .
a/k/a Catherine C.Carlisle ... .Wasmngton County,Pa.,taken and made In conformtty wtth the above afftdavtt.
PERSONAL PROPERTY
DOLLARS CENTS
1.
2.
Personal effects
\
280 shares of capital stock of American Telephone and
Telegraph Company (N.Y.)@$43.375
o ValUE
12,145 00
3.15 shares of common stock of Combustion Engineering,
Inc.(Del.)@ $66.25
4.10 shares of common stock of Sterling Precision
Corporation (Del.)@$3.625
5.$25.00 u.S.Savings Bond Series E,issued March 8,
1963
6.$50.00 u.S.Savings Bond Series E,issued March 5,
1963
7.Watiellco Federal Credit Union'insurance
8.280 rights,American Telephone and Telegraph Company
@ $0.30
REAL ESTATE
None
993 75
36 25
24 61
49 22
1,285 11
q
78 40
14,612 34
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STATE OF PENNSYLVANIA,
.WASHINGTON COU~TY,~55:
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\..The'~ithin,r;amediccountant being duly sworn according to fawl depose
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i,".-'to'~-.t ~IF ,...."'~''1 ~,hasstatedistruean9,correct as ~,..verily believe,
and say that the above account
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BARBARA CRAIG.NOTAR'(PUBLIC
WASHINGTON.WASHINGTON COUNTY
MY COMMISSION EXPIRES ;UNE 25.1974
Member,Pennsylvania Association of Notari81
.._o._.. .._-_--~..
Wa1shington Countyl 55:I do certify that I have given legal notice 'to all persons
conce'rned of the filing of the within account in the manner
prescribed by Statute and Rule of Courtl as evidenced by proofs
thereof filed to No ,.3.:~:.7L-::.I .
Witness my hand and official 'seal thiS.Jf?:!!......._._.._._...
day af--~ClAff-------~(i------------;-191(
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The Court is respectfu lIy requested to determine
proper distribution in this estate.
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NO.63-70-564
ADMINISTRATION ACCOUNTS
The FIRST and FINAL ACCOUNT of LEO A.CARLISLE,Administrator
C.T.A.of Estate of CATHERINE COOK CARLISLE,also known as
CATHERINE C.CARLISLE,deceased,late of the City of Washington,
Washington County,Pennsylvania.
SUMMARY
PRINCIPAL PERSONALTY,
Schedule A
INCOME PERSONALTY,
Schedule B
CONTRIBUTIONS,
Schedule C
EXPENSES OF ADMINISTRATION,
Debits
$14,612.34
191.75
1,626.5.0
Credits Balance
$1!1 ,612.3LI J
191.75 ~/
1,626.50 J
Schedule D
FAMILY EXEMPTION,
Schedule E
FUNERAL AND BURIAL,
Schedule F
CLAIMS,
Schedule G
INHERITANCE TAXES,
Schedule H
DISTRIBUTION,
Schedule I
v'$1,706.90 -1,706.90
1,500.00 -1,500.00~
1,438.00 -1,438.00 V
1,626.50 -1,626.5 v'
550.00 -
9 308.30 -9
$16,430.59 $16,129.70 $
The above.balance is on deposit in the name of the estate
ir Account No.,389178,5 ,in.the vJaspington Office of Pittsburgh
National Bank.
..
1970
May 25
SCHEDULE A
PBINCIPAL PE~SONALTY,D~bits:
Personalty per Inventory and Appraisement filed
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July.14,1970'I .
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SCHEDULE B
$14,612.34
1970
July 1
INCOME PERSONALTY,Debits:
American Telephone and Telegraph Cpo -Dividend No.323 182.00
$
July 31 Combustion Engineering,Inc.-dividend
SCHEDULE C
CONTRIBUTIONS:
Leo A.Carlisle -cash advanced to meet expenses of
estate:on account of administration expenses
funeral and burial
SCHEDULE D
EXPENSES OF ADMINISTRATION:
9.75
$191.75
188.50
1,438.00
$1,626.50
American Telephone and Telegraph Co.-stock transfer taxes 7.00
McCreight,Marriner &McCreight -on account attorney fee 400.00
1970
June 1
June 3
June 3
June 25
July 8
July 9
July 14
July 14
July 20
July 21
July 21
August 13
August 13
Oct.1
Dec.
RusseliOMarino,Regi~ter -letters testamentary C.T.A $
Observer Publishing Company -estate notice
Washington County Reports -estate notice
S.W.Miller Agency -premiums for administration bond
Chase=Manhattan Bank -stock transfer tax
Notary fee
Russell Marino,Register -filing Inventory
Notary fee
Russell Marino,Register -Short Certificates
Notary fee
Notary fee
Franklin National Bank -stock transfer tax
Leo A.Carlisle -compensation as administrator -
paid in stock
22.50
14.00
14.00
138.00
.75
1.00
3.00
1.00
2.00
1.00
1.00
.25
740.20
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Dec.McCreight,Marriner &McCreight -balance of attorneys
Dec.
Dec.
fees
Notary fees
Russell Marino,Register -filing Account
$340.20
3.00
18.00
1970
Aug.27
SCHEDULE E
FAMILY EXEMPTION
Leo A.Carlisle -distribution of stock of American
$1,706.90
Telephone and Telegraph Company at inventory value 1,500.00
SCHEDULE F
1970
June 10
July 31
1970
Aug.27
FUNERAL AND BURIAL
Abel Funeral Home -funeral
Kurtz Monument Co.-monument
SCHEDULE G
CLAIMS
Leo A.Carlisle -distribution of stock of American
1,328.00
110.00
$1,LI38.00
Telephone and Telegraph Comp~ny in kind to reimburse
1970
July 9
for contributions (See Schedule C).,..,
SCHEDULE H
INHERITANCE TAXES
i
Russell Marino,Agent -payment on account
SCHEDULE I
1,626.50
550.00
1970
July 31
DISTRIBUTION
Leo A.Carlisle -30 shares of common-stock-of Combustion
Engineering,Inc.,in kind at inventory value.(Note:
Stock split effective June 2,1970,doubled the number
Aug.20
of shares.)
Grace R.Skoog -15 shares of capital stock of American
Telephone and Telegraph Company in payment of
993.75
Aug.27
specific legacy-in kind at inventory value @$143.375 650.625
Leo A.Carlisle -250 shares of capital stock of American
Telephone and Telegraph Company in kind at inventory
value,applied as follows:
250 shares @ $43.375 $10,843.75
_.
Sept.1
Aug.20
Administrator's compensation (Sch.C)
Family exemption (Sch.D)
Claim as creditor (Sch.F)
NET APPLICABLE TO RESIDUE
Leo A.Carlisle -10 shares of common stock of
Sterling Precision Corporation in kind at
inventory value
Thomas F.Cook -15 shares of capital stock of
American Telephone and Telegraph Company in
payment of specific legacy in kind at
inventory yalue @ $43.375 ~
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-740.,20
-1,500.00
-1,626.50
$6,977.05
36.25
650.625
$9,308.30
••
Observer -Reporter,
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May.1929.P.L.1784.as amended.
Commonwealth of Pennsylvania,County of Washington,S8:.........•..
Personally appeared before me.a Notary Public in and for said County _
Richard S.Cowan "ADl\UNIS'rRATOR c~and State,who bemg duly s·worn Estate of Ca
S a/k/a Catherineaccordingtolaw,deposes and says that he is the ......ecr.et.ary..............City of Was ,n;Washington
of the Obs:erver Publishing Company,a J'lennsylvania corporation.and its County.Pa'f d~~:'.:\'t 't"n CT At·thO b h If th t th 'd C .th d bl'h f Letters 0 a mlms ra 10 ,. • •agen In IS e a;a ·e sal om.pany IS,e owner an pu IS er 0 upon the above :estiite"having beentheObserver-Reporter,succ'essor to The Washington Observer,established granted to the un<!eisigne<!.•.all per-
September 18,1871,and The Washington Reporter.established August 15.sons hl!ying,c ..!l~alm~agJk~in the
1808.a daily news,pap'e,r of generalcir'culation,printed and published and f~ta;~~~~t~~~~~~~:de~s~rie;ror~hi~'having its place of bus/nes's at Washington,Washington County,Pennsyl·at~orney and all persons ind§bted
vania,where it or its predeces.sors have been established and published ,t~:th~decedent are request~d~to
continuousIy for more than six months,prior to the publication of the notice e ,p4:alTa~nt to th~,.underslgn,.~d
hereto attached;thllit the printed notice or advertisement hereto attached ~'r;iolA.CA:R'r>'tSLE,.
is a copy of an official advertisement,official notice,legal notice or legal'"A\dmr.,C.T.A..'
advertisement,exactly a:s printed or pUblished iiI the Ob£lerver-Reporter in I ~~s~~~;h:A,;~ue15301
..'.,JAMES C.McCREIGHT,ES~:,ItS regular edItIOns on the followmg date or dates;McCreight,Marriner.l&!'~lVI~e:t~lght,t·h~~·~~;t·h~;··~~~~~~~~~;·:~;·~~··o~?2~~;·~:bii:~~Qc~;;;~~~;··~~··~~~~~~~~~d 1~~:~~Ir~~~tWa.Ti~:JlBI~:~:~iF;i3t
in the subject matter of said notice or advertising and that all of the all-ega-t-,.
tions'of this affidavit as to the time,place and characte·r of publication
are true..J3~<u<1~
Sworn to and SUbs~efore me tl~;Tday Of....J),m..~J,9..7..9 ,
........~~.4.......#d.~..~~~....
MARGARET M.BRADLEY,NOTARY lL
WASHINGTON.WASHINGTON CO 'lTY
MY COMMISSION EXPIRES MAY 6,1972
Washington County Reports
:::8S=SetJ:'f:K::M:A1flr1~RII:E~=
WashingtOD,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 OF PENNSYLVANIA (SS.
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washington County,publis'hed weekly having its
place of business at W'ashington,Washington County,Pennsylvania,and is act-
ing as its agent in this behalf;that the said WASHINGTON COVNTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County,Pennsylvania,by order of the 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:
...........J.J,ID.~J,J.~J.~.~~.5..~19.7.9..
Estate Notices
The Register of Wills has granted letters.
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys.
•• •• • •• •••• • • • • • •
CARLISLE.CATHERINE COOK,a/k/aCAT·HERINE C.CARLISLE,Dec'd.
Late of Washington,WashingtonCounty,Penna.Administrator C.T.A.:Leo A.Carlisle,
105 Maple Ave.,Washington,Pa.15301
Attorney:James C.McCreight Me-Creight,Marriner &McCreight,520WashmgtonTrustBldg.,Washington.Penna.15301
..Sworn to and subscribed befo~m~e-lt..ublUis,--__.
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter of said n~'e oJ?advertising and th~of~he.allfJ1(atJrs Q'f
this affidavit as to the time,p ceHtld charact.e1 of the pelicatioo'e"t~I1Y j;/./!.{/!'(1 (/,l l./!;y [>1 /7 /1.,-~
.--J C</./l -(l ~i ./,_./~/.'-<::../c.
..~~.:::::u :u::u.-:.:uu::uu=.:u'u."..uL...u.."..,,.,n..-
.__-->'--Ed~r
.&~'?'~7..d#ay of...~~~~:,19i.ZQ•
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Notary Public
KATHERINE C.NICHOLAS,Notary Public
Washington,Washington Co.,Pa.
My Commission Expires
November 1,1973
In the matter of the Audit of Account in
Catherine Cook Car'li:sleEstateo,...f __..:...._~;;.;.,,;;.--,;~.;:;.;,;;.....;;.;::.=-=;.:.;=.;...__.I
a/k/a Catherine C.Carlisle
TO THE AUDITING JUDGE:
,,....:;;.;63~-..l.;70..-...0::.5.;;.6..:..4 9 A.No_t _•1 __A.
Enter'o_u_r lappearance for'__~A~c:.::c~o~u~nW:t~a:lo.!ni.&.l.I.t _
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McCREIGHT,MARRINER &McCREIGHT
19.1.L
z
N.B.-Counsol shall,by separate pnper,prosent a concise statement ,ot each
claim,with supporting calculation cit any Interest claimed,Objections
to an account as filed,shnll be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separ~te.concise state-
ment in that regard;,
,\
"
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~71 APR Ii P~i!02
'WASiliN(".;TON CO .•PA.
J
In tift <!rnurt nf <!rnmmnn Jltus nf lfus4ingtlln <!rnnnty,
J1rnnsylnnntu,(0rp4nns'<!rnurt J3tniswn
ESTATE OF
Catherine Cook Carli!!l.s/k/a
Catherine C.Carli!!le,
deceased
No.63-70-564
In the matterofthe First and Fi.nal
Account of_=.Le,:,.o,:,.,....:A..:..;.:.......:C;,..:.a:.:;;r..::l:.:;;i~!!-=l..::..._
Administrator eTA
$'300.89
SCHEDULE OF DISTRIBUTION
Balance per account ..,--_
ADJUDICATION AND DECREE
And now April ;E2,19 71 ,this matter came on for hearing,
audit and distribution at this session and testimony token;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$300.]J,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.
Additional credit a!!ked at audit
Balance:1 $300.14.
Deduct Clerk's Costs &Receipts'-I 25.50
AMomey__...:.M~e~C:..:::.r~e:..;iJ::lg..::.::h:..=:t_.:.:M::::a=_r=_r.=.in~e~r....;&::..::M~c~C::.:.r~e::.:i::.lg~h~t'_I
Redebit -Advancement!!made in di!!tribution
prior to di!!tribution by the Court,
Ru!!!!ell Marino,Agent,transfer inheritance
tax,
Thoma!!F.Cook,specific be~uest in kind of
15 shares stock of American Tel.&Tel.Co.
held in kind and distributed aft !!uch at the
appraised value,credit to be taken by the
accountant for items advanced prior to dis"
·tribution by the Court,
138.51
$9444.44
~;2.~/.:17/
~~/38.5/~~~,
6$0.63
$8793.81
Grace R.Skoog,sister,specific bequest in
kind of 15 shares stock of American Tel.&Tel.
Co.,held in kind and distributed as such at
the appraised value,credit to be taken by
the accountant for items advanced prior to
di!!tributlon by the Court,650.63 $8143~18
Leo A.Carlisle,husband,residue,including
cash,and 30 shares common ~tock of Combustion
Engineering,Inc.(15 shares prior to split)at
$993.75;10 shares common stock of Sterling Pre
cision Corp.valued at $36.251 163 shares cap-
ital stock of American Tel &Tel Co;held in
ki~d and distributed as ~uch a t the appraised
value,per election filed,814=3.18
No ,balance
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:)
)
ESTATE OF )
)
CATHERINE C.CARLISLE,a/k/a )
CATHERINE COOK CARLISLE,)
)
DECEASED.)
DISTRIBUTION RECEIPT
AND NOW,thi~day of July,1970,I hereby
acknowledge to have received of and from the Estate of Catherine
C.Carlisle,also known as Catherine Cook Carlisle,deceased,
Certificate No ..N0174373 for thirty -(30)shares of the common
stock of Combustion Engineering,Inc.,distributed to me in
kind at its inv~ntory value.
WITNESS my hand and seal the day and year first above
written.
j
(SEAL)
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:ESTATE OF CATHERINE C.)
CARLISLE,a/k/a CATHERINE )
COOK CARLISLE,deceased.)
DISTRIBUTION RECEIPT
KNOW ALL MEN BY THESE PRESENTS That I,the undersigned
Thomas F.Cook,do hereby acknowledge to have received of and
from Leo A.Carlisle,Administrator C.T.A.of the Estate of
Catherine C.Carlisle also known as Catherine Cook Carlisle,
deceased,Certificate No.0486-6513 for 15 shares of the capital
stock ~American Telephone and Telegraph Company in full payment
and satisfaction of the b~quest of said stock contained in the
"Last 'Will -and Testament of the said Catherine·C.Carlisle also
l.,.'!'>',...~
known as Catherine Cook Carlisle,deceased.
WITNESS my hand and seal this -~()f!.z.day of~~~~_-4'
1970.
Witness:~f10C~_!T~~~
',rhomas F.Cook
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"IN THE COURT OF COMMON PLEAS'OF WASHINGTON COUNTY,PENNSYLVANIA.
ORPHANS"COURT DIVISION
IN RE:ESTATE OF CATHERINE C.)
.CARLISLE,a/k/a CATHERINE )
COOK CARLISLE,deceased.)
DISTRIBUTION RECEIPT
KNOW ALL MEN BY THESE PRESENTS That I,the undersigned...
Grace R.Skoog,do hereby acknowledge to have received of and
from Leo A.Carlisle,Administrator C.T.A.of the Estate of
Catherine C.Carlisle also known as Catherine Cook Carlisle,
deceased,Certificate No.0486-6515 for 15 shares of·the capital
stock of American Telephone and Teegraph Company in f~ll payment
and satisfaction of the bequest of said stock contained in the
'Last Will and Testament'of the"said Catherine C.Carlisle also
known as Catherine Cook Carlisle,deceased.
WITNESS my hand and'seal this
1970.
Witness:
~~day Of~-4ad ,
51
"~'-)";j',"~~.r~(~.(SEA')
Grace R.'Skoog
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Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYlVAN IA
DEPARTMENT OF R~VENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF ...WA.S.HJ N.G.~.oN..
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_Inlwrit!ince__!in!l_E_~t!ite _Tax A,Ct;of 19!i1.)
C.T.A.
Decedent'dJed
Administrator
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
maile.d.
State of pennsYlvania.,}
County of .Wc;.~hJngt.on.............................................8S:
>-~L.e..Q A..•......Car.ll.s..1e.......................~.W«
C•T•~the estate of the above-named decedent being duly sworn,depose S and say S
A.
...J'aITl:~~g .~}\'l9Q:I"~~gl1~,~~q.~.........................McCreight,Marriner &McCreight
..520 Washington Trust Building
Washington,Pa.15301
That as such Admr.C T.•.Jl.deponent is familiar with the affairs of said estate and the property con-
(Ex"""lor-Admini~lralor)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following;~
..:'...NAME AND ADDRESS OF BANK OR OTHE~INSTITUTION
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
Catherine C.C rlis1e
RELATIONSHIP OF JOINT
HOLDERS TO..DE.C~DENT
That the contents of said safe deposit box or boxes are itemized under Schedules ~B~--of this
return,with the exception of the following,fur the reasons hereinafter set forth:No exceptions
That Schedule A attached l1ereto 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 prQvided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attache(l hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedeJ1t at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immed.tate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions~whether individually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the ca~e of savings banks,and to the date of decedent's~feath
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of~~n-
'"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 thereof,or of
any foreign country,which are owned at the time of (leath;all wearing apparel,je~elry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and anfcand all
other perso~al chattels of whatsoever kind or nature,left bydecedent,together with the fairly~eStimated/.market value thereof;all bonds and mortgages 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!payn;'ent,o£:~~ney'1.1,'·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 S4ch depreciation'as to each item;all moneys payable
to the estate from life insurance polici'es carried ~y decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bQnds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent ~t 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.Thert~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the .will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the s~hedule.
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'~~eath,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,
J ••...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 service's,in consequence of the death of the decedent;debts and'claims oWing and unpaid at time of
death;taxes accru~d 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•
.__::~L;,andS;:~ft:~:+~~:.;~~a:._~____. __:~:~~___~~:~~~~~~~::~~:_~~:~lite
MY COMMISSION EXPIRES ;UNE 25.1974 .
Member,PennsylvaniaAssociation ofNotaries (City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with d'etails 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 con~leted as above-directed.
Rcc-a4 <'1-64)
COMMONWEALTH OF PENNSYLVANIA
,DEPARTMENT OF REVENUE
,BURE~.U OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE IIA"
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 with 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 CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.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.
NONE
Insert this total opposite II rea l property",Schedule "A"in the X X X X X
liAs Reported"column on the last page of this return.
RCC ':35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
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 another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT
VALVE
ESTIMATED
MARKET VALVE
DEPARTMENT VALUATION
(Do not write in~is space)
1.Personal effects No Value t/
2.280 shares of capital.stock of American
Telephone and Telegraph Company (N.Y.)"'I:;4 /)'J}J'I5.c>O'13.37 ....12,1 5.00
3.15 shares of common stock of Combustion
Engineering,Inc.(Del.)
4.10 shares of common stock of Sterling
Precision Corporation (Del.)
5.$25.00 u.S.Savings Bond Series E,issued
March 8,1963
6.$50.00 u.S.Savings Bond Series E,issued
March 5,1963
7.Wabellco Federal Credit Union insurance
8.280 rights,American Telephone and Tele-
graph Company
66.25
3.625
993.75"J r;>?~.?6-
/3 ~..25'36.25 /
..~t/.0/24.61.1
49.22 v V J/9 .c2 ;:;.
1,285.11 "/;276.//II
78.40 ~/7j7;Y ()
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X 14,612.34 I <I;6/;).3 </
·.RCC-36
,COMMONWEALTH OF PENNSYLVANIA
TRA~SFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "c"
TRANSFERS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)No
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)No
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)No
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)No
(b)What was the transferee's age at time of decedent's death?~N~o~.__
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)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)No
(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)~1~Io~_
(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
None
MAlUillT VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
"....
.RCC-38
eCMlI;,oNWEALTH 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 I Unit
Address and Relationship of Co-Owners,and Place I Value
of Record of Instrument,where Real Estate.!
percentage Estate
Share Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
1.House and lot at 105 Maple Avenue,
Seventh Ward,Washington.Owned
by decedent and Leo A.Carlisle,
her husband,as tenants by the
entireties for more than ten
years.
2.The following-listed bank accounts,
all of which were jointly owned
by decedent and her husband,Leo
A.Carlisle,and all of which
had been established for more than
three years prior to death:
(a)Checking Account in Pittsburgh
National Bank
(b)Savings Account No.WU2337
in Pittsburgh National Bank
(c)Savings Account No.19932 in
Pittsburgh National Bank
(d)Time deposit No.702008 in
Pittsburgh National Bank
(e)Savings Account in Mellon
National Bank and Trust Co.
(f)Savings Account in First
Federal Savings and Loan
Association of Washington~
Pa.
Not t aDle
4.
5.
3.U.S.Series E $25.00 Bond
purchased-May,1950,in the names
of decedent and Regis S.Cook,
nephew -1/2 taxable
$25.00 Series E U.S.Savings I
Bond purchased April,1960,in
the names of decedent and Virg~na
I.Cook,her niece-l/2 taxable
Savings$25.00 U.S.Series E/Bond purcha>ed
March~1960,in name~of decedent
and Miss Mary Catherine Skoog,he~
niece -1/2 taxable-
18.50
13.68
18.67
,//1.'66
6.$25.00 U.S.Series E.Savings Bo~d
purchased in June,1960,in names of
decedent and Miss Marian F.Skoog
1/2 taxable 13.70 /J.'JtJ
Insert this total opposite "Jointly Owned Property",Schedule "E"$64.55
in the "As Reported"column on the last page of this return.
•
RCC-37 (12-63),,.
~.
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
ch
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
Leo A.Carlisle Husband Yes Residue
105 Maple Avenue
Washine:ton Pa.lSiOl
m'L ,q 11'r.nnk"'Brother Yes 15 shares of A.T.&
107 Highland Avenue T.stock @14 ~.i7S eac'
Pittsburgh.Pa.
Grace R.Skoog:Sister ypp,15 shares of A.T.&
800 w.Clayton Street T.stock @$93.375 ea
M~l.__.t
IW P:=.
Regis S.Cook Nephew Yes See Schedule E
107 Highland Avenue
Pittsburgh,Pa.
Virfrinia I.Cook N-1&>(>&>VO",,-c::!oo c::!,.,hon..1""1:;'
107 Highland Avenue
Pittsburgh,Pa.
Marv Catherine SkOOfr Niece Yes See Schedule E
800 W.Clayton Street
Mahoningtown,Pa.
Marian F.Skooe:Niece Yes See Schedule E
800 w.Clayton Street
Mahomingtown.Pa.
(
h
Deponent further says that all the above-named beneficiaries are living at this time except below:No t:~__excpp Jnns
NAME DATE OF DEATH RESIDENCE
~IATTER OF THE APPRAISEMENT
Dl THE
OF THE
ESTATE OF
:UJ ...,""0 ~:0 Ii!~~.::r ~~...-:CD '+>::s ""0,0.~e:..a.c til '0,1-'""0 ('l).'"........:'".g ~
'trl ~....'<
(Executor-Administrator
must complete "As
Reported"column #1.)
CJ....o'"'"
~'"....~ct
...,
~x~(;)
63-70-564
.........Year!No,
Will
Administration
.QAT.HERIJ\JEQQQK..GARL:ISL.E
Deceased
Late of ....Cityo.f...Washington.
Commonwealth of Pennsylvania
enc:~
~:>~
W CJ)IJ')......::
(")(").?"?"?"n ~>::;:::........................
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.:
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:;-:::c'
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..VI.~f3h~t1g;1;o~....
REPORT AND APPR~IS~~..
__.1 I i'!
County of
OJ
-l;I')-l;I')-OO-l;l')-OO-E19 •
:>'"t:l
C't .........2"l'O....-2.::l~
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McCreight,Marriner &McCreight
520 Washington Trust Building
Washington,P~.15301
1'-_~~---==~-"~.
yt?1 \-............sI."./..,.THE SUM,OFSTATEMENTOFDEBTS
AND DEDUCTIONS
OFFICE.OF ,THE
REGISTER OF WILLS
Washingto~COUNTY
AND AGENT OF THE COMMONW£ALTH
OF'
----------c~a-t-h-e-r-in--e'-C-o-o-k"'--C-a-r-l-i-s-l-e-~--C"';i-t-y---o';";'f~wJa---s-h-in-g-.t-o-n-------:..--:fL..L..l.L--!
ESTATE OF a/k/a Catherine C.Cartr~lO~_=.::..>L~-=---":':"=~=:!:d....:~=--_
DATE OF FILING APPRAISEMENT July Ill,1970 OATS OF'DEATH May 25,1970
I
I'
DATE NO.OF'NAMIL OF PAYEE REMARKS AMOUNTVOUCH,,"~
197C i t.A.t'.r..l\lSES 0 ADMINISTRATION
JunE 1 Russell Marino,Register Letters Testamentary C.T.A.22 50
JunE 3 Observer Publishing Company estate notice 14 00 I
JunE 3 Washington County Reports estate notice 14 00
JunE 21:}S.W.Miller Agency premiums for admlnistrat~gm ,".:!A nn
Jul~8 Chase-Manhattan Bank stock transfer tax 75
JulJ 9 Notary fee 1 00
Jul~14 Russell Marino;Register fil~ng Inventory 3 00
JulJ 14 Nota~y fee "1 00
IJulJ20Am.i~e1eprHbne &Telegraph Co.stock transfer taxes 7 00
!
Jul~.21 RusJell Marino,Register Short Certificate-s 2 00
21 I .fJulJNotfLryfee100f
Aug 13 Notary fee -.\1 00 ~
Aug 13 Franklin National Bank stock transfer tax 25 ...
Oct 1 McCreight,Marriner &McCre1 ~ht-on account of fees 400 00
,'in sto!~.Dec Leo A.Carlisle compensation as Admr.-pa /740 20
Dec McCreight,Marriner &McCreignt-balance of attorneys fees 340 20 ....
.Dec Notary fees c3 00 ,
Ded Russell Marino$Register filing Account 18 00
FAME..Y EkEMPTION
J..';J {I
27 A.Carlisle Q~s'(;r~ou'(;~on or S'(;OCK U.lAugLeoA.T.&ToO Co.at inventory 1500 00
value'c'-
"FUNERAL ~ND BURIAL
1971 .~,-
,
Junl 10 Abel Funeral Home funeral 1328 00
Jul 31 Kurtz Monument Co.,monument 110 00
t-
!(~A A t '-1 C<~,_-...J AJ L2~l.;$~,644~90-.
COMMONWEALTH OF PENNSYLVANIA }ss:,VCPA~
Washington ,-<--.
COUNTY OF
I.Leo A.Carlisle
HEREBY CERTIFY.THAT.TO THE BEIiT OF
MY KNOWLf;OGE ANO BELIEF.THe:FOREGOING 16~i~T A~TRUe ST:t[E'fflNT f!ftBTS.FUNERAL EXPENSES AND EXPENSe:s OP'
ACMINISTRATION SUBMITTEO TO THE ESTATE OF a er ne ,00 ar s e DECEASED.AS DEOUCTIONS FOR
INHERITANCE TAX PURPOSES.~e~/~-AeSWORNAND/tJBSCRJBEkFO~METHIS //,z (L.5.)i
i
CAY or'
11"",J ~....HI2d-
\..d';I[Ah #n..A.~I /tt;.,4 .J.-A',,
y/:::BARA CRAIG.NOIARt puft.,c
MY COM'NGTON,WASHINGTON COUNTY .
,
MISSION EXPIRES ~UNE 25MemberPeI'.'.1974,nnsy vamaAssociationofNotari""
'\.'
~-.'.,
...-'1-1-..;;:-.J
r,;,"",",:::0 CJl>rn ::0
(/)(j)C c:J -----:I:-(fl rr'1C')(n ...,
Z -l 1"n.::i~~'"1'1 r"--j -e::-••,""J .""-1,c:>,....",...l~¢ltZ\.....4/1:i::l.."?'::t::>-o --s··...:::r.
0 ~;;:0:J ;:;::::);~-u I 0J>(f;
-..J
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
Leo A.Carlisle
(~Administrator)C.T.A.
IN YOUR REPLY PLEA.E
RIFlER TO
38-77-8
j
In Re:Est ate 0 f __~C.S:!:at.!Lh!.!.e~rL:l~·n£oe~C:.l=o~o~k~CEoar!".,l"",l=.!·S2.01I.Se<---=a:J.../.:.:k:!.,./.:::a__
_____W,_A_SH_I_N?r_TO_N County -File No.63-70-564
Dear Mr•.Carlisle,
You are hereby notified that the ~!igiani original
appraisement in the estate of Catherine G.e'arlisle
has been filed in the office of the Register of Wills qf Washington
County on December 28 ,19--1Q Said appraisement reflects the
following valuations:
Jt.Held
Real Estate _--'-,..-_
Personal property -=1~4~,~6r12~.3~4~----~-:-:--r:::'64r·~.5~5.,--_
Total ...:14=.z,~6..!..7,;;.6:..;.8:;..:9:.-__
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 (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date __D_e_c_e_m_b_e_r_2_8..:,~1...;97...:.-0 _
DATE OF DEATH:May 25,1970
Note:This is not a bill.
Signed
Title
&J.I?~,~
W.R.CHANEY,CHIEF APPRAISER
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
~~
SUMMARY ft
Estate of Carlisle
(Last Name)
Catherine C.a/k/a
(First Name)(Initial)
DATE OF DEATH--::.5_-2-::5_-...:..-70__FILE NO.63-70-564
REPORT OF INHERITANCE TAX APPRAISER
Dated:__12_-_2_8_-_7_0 _
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_a=--sh_ing~t_on _
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".
t..J i?~Lv /l ,
'INHERITANCE -rA'X APPRAIS~R ~
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--
8914,676 89
VALUE AS REPORTED VALUE AS APPRAISED
$$,-----."--r-...,.....,,..,..---4-,....--
14
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint -Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $----------t~-2%
Tax on $----------tf--@)
Tax on $----------tf---5%Tax on $--11--_10%
Tax on $-+-_--1,.15%
Exemptions========I==Total Estate --l-__
TOTAL TAX
COMPUTATION OF TAX
$--------+---
$--------+---
$--------+---
$--------1--
$--------1--
$-L...__
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $------'
AMOUNT OF ESTATE TAX ASSESSED $--~-~L--
Estate tax paid $---IL-
BALANCE DUE $-----~
Add interest at rate of 6%from
------Ito-----$-------I~
,TOTAL TAX BALANCE $------I
PAID $---J'
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will l N
Administration ~o.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
CATHERINE COOK CARLIS LE
Deceased
Late of ..........XlA$I1I.NOJ'ON
County of ..~TA$H:r:NGr()N
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,;
I.'
Fonn Rec-;2
•DEPAKTMENt OF BgVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE December 28,1970.....................................ilj:••••••:•••••••••;••••••~.
COUNTY y.!9.:.?!:l.~.J.:lg~.?..J.:l .
FILE NO..??=??.:.~.?..~_.
Catherine Cook Carlisle a/k/a WashingtonWhereas,late of """''''.''''''''''''''''''''''''''''''''''.
in the County of "Was..b.i.ngt.Qu "'"''''''''''''''Commonwealth of Pennsylvania,having died on
the .??:t?~:day of .Ji~y.19 7..~.,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,}~.~~.~.9.~.~~.T ,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 Commonweal'th 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 InheritanceTaxPurpoles
$I
PERSONAL:
See copy of schedule t1BtI attached to appraisement 14,612 34
I
.IT HELD:
See copy of schedule liE"attached to appraisemerrt 64 55 ,
i
Total 14~676 89
II
.~...,
,.".
',",
;
I
.'
...
~'...
.,~'.'
..
I "~
.,
.............fA·~~:·;:z)r~~t),Penna.
....\!Ifashington .County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
Catherine Cook Carlisle.......-........•..••.........•..•.
Deceased.
Late of
..........1'las.hingt.on .
Date of Death,.5~..z.5.~7Q .
Appraisemei!t Docket Vol.,J.?.
Page,..77-::.?No ?:}~79.=?.?4 .
Filed,in Register's Office,.P.~.'?·.,??19 ..7.9..
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut·Appra.isement,
Appeal f1'Om Appraisement,.
Entered and charged,.
j.
~
\