HomeMy WebLinkAboutOC1970-0673 - ESTATE OF WOODWARDPETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form)
JOHN D.WOODWARDEstateof ------..-------.--
Deceased
No.._ _§TL_9.f__1~.?Q ____..
Fiduciary _9.1g,~_.9./:w9-9.9~~~.~.2 .
Executrix
Date of Date of •
Decedent's death M~Y f4",..J~.7.Q ___...Grant of Letters _..-!.~.~y.?.L}.~?.9 __.._------'..
This is the J.i.~§.t..~ng...f~9~~_:account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term._.:..N9.~~~.
Election to take
Under CK~E"will.(cross out one)
Date Election Place of;
Filed _ _ __._.Record .._____. .
I T:~-.
Name of surviving spouse._.._QJg~.J?~.._~~_<?_~~~~.~______. .....__..___.
List issue,where material:
Not material
Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate)
~No.If answer yes,name them _ _ ___ ___..____.___. .
Leg.atees
Olga O.Woodward
Relationship
'Wife
Interest
Residue
Fiduciary,if deceased or not sui juris
Sui juris
List,if exceptions to above:
None
If 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 ofthe filing of the account
and of call of audit?Yes.~
If any exception give cause:~~~~.
File copy of Notice
and date of mailing e.~P..1;.~!!l.1?~.;:..:?,~~.?1 ,
..
Is estate subject to the filing of a Federal Estate Tax Return?.Y.~.~.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount'$_?QP.:"_:9_Q n:'.l:J:~.~.?~.<?.P.y...~.f.-.:.:..a)..rece1pt attac[~
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant N9.1)~.
-___--_-_,;___-___-..-_-.-_.:__.._-----_-_---.----__.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog·ether with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the 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:
Additional cash advanced by Executrix and sole $}§.2.~~}?9..
Total additional debits (Add)
Itemize any additional credits not shown by account:
Russell Marino,Agent (Inheritance tax)
Russell Marino,Register (Balance due on
letters testamentary and certified:copy
of will)
Total additional credits (Subtract)
Balance for distribution
$53'?i•.O.Q..._-.___--__..
500.00
35.00-
535.00$.
36 ,23J~2.9$":..
$14,000.00
5,000.00
6,500.00
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Real estate
1.211-213 Fa110wfie1d Avenue,Charleroi,Pennsy1vania(1/2 int.)
2.Tract ,situate in Fa110wfie1d Township (1/2 int.)
3.735 Washington Avenue,Charleroi,Pennsylvania
Judgment note from Ne110 Biagini
$3,700.00 Avco Corporation 5~%convertible debenture @ $565.00/M
636 shares National Securities Series (Income series)@ $4.79
671 shares National Securities Series (Stock series)@ $6~85
1,000.00
2,090.50
3,046.44
4,596.35
If Family Exemption claimed by Petition,give place of Record:~.~~~.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.Qlg~Q.•...w:Q9.dw:ar.d.,..
wife
List any advancement or distribution on account that has been made,and nature and amount of same:
None
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
Olga o.Woodward
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
Residue
And your petitioner will ever pray,etc.
being duly s.wo.rn :.doth depose and say
that the facts set forth in the foregoing petition are true
to the best of tt.~~knowledge and belief.
------~:>''?_~to ond subscdbed bebe Il J
me thism!l--da~~,-----~U1Y;,1b~-~~-:-19-L-r!-(gf!KO(;d~'----'----
Signature of O~.~~~~.
Title of Officer._..___N9.~~_~y_~~.Q.~..~~._.............................
Office expires WAffftA·tARR!Hlf'FGN;·!~M-ARV.P.uSllC ••••••...•..
CH A~lror:1 flr'::···-'·':::~TnN C1UNTYI\i\lnl,;"'..I;.,.....,,,,
NY COMMISSION EXPIRES AUGU~J 19.1911
8[Oi IHI t 2 1JO I L
'\fd "00 N01·-1NiHSVIIt
S11 Uri -=!0 ~J].1.SI:J J U
...',.
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No..__....._.__.__2l~.._~f ..1.9.7.Q ._
Estate of_JQRN D._WQ.QP~A:RP..
Deceased
Fiduciary....Q~g~...Q_'!....wQ9.~~~_;:~_J_...__..
Executrix
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 an attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
Woodward and Bassi
Attorney
"",~2
ON::~;\.,":J ~;Snl:J
~>,;~'I:l'!f:'T'~';!"""i '~
•I .',"'jtI'J ',,,...~t~,l._..
IN THE COURT OF ~OMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHA~S'COURT DIVISION
IN RE:,
I
ESTATE OF JOHN D.
WOODWARD,deceased
...
...NO.673 of 1970
NOTICE,
You are hereby notified that the First and Final Account
of the above-named decedent has been filed in the Register of
Wills'Office in and for the County of Washington,Pennsylvania,
on July'28,1971.
You are further notified that final 'audit of said account
will be made on Thursday ,September ...!i-,19 71 ,at 10:00
o'clock ~.M.in the Orphans Courtroom on the third floor of
the Washington County Courthouse,Washington,Pennsylvania,at
which time you are entitled to appear and be heard if you so
desire.
WOODWARD AND BASSI
.,,'
September 2,1971 '.by lsi Lloyd W.Woodward
Attorneys for Estate
Q!nututnuUttttlt4 nf 'tuuliyluttuitt.~
1IlIIttli4iugtnu Q!nuuty.~liS:
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 6 the day of-
Russell Marino
July A.D.1970 ,before me,
,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
JOHN D.WOODWARD
late of Charleroi in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Olga D.Woodward
rix
the Executo1.t in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
Olga D.1..rooClwarCl
committing unto her the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring tier
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to r,ender a just and true accounrt of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said
Office at Washington,this Sixth
day of July in the year of our Lord one thousand
nine hundred and seventy
~......
Register
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LAS'l'HILL AND TESTANENT
JOliND.WOODHAhD
I,JOHN D.l-l00DUAHDJ residing at Cha.'Jrleroi,liJashington County,
1,Pennsylvania,and being of s01.md and disposing mind.and memory,do hereby,
..,~.
r declare this to be my last Hill and testament,hereby r evoking all wills by me
<~f
.heretofore made o
FI&~T:It is my will that all my just debts and funeral
~.
rexpenses be fully paid and that my executor hereinafter named prOVide,at the
t e).."Pens8"of my estate,a suitable monument to perpeituate my memory in the minds.,
~of my family and friends.
SECO~ID:All the rest,residue and remainder of my estate,real,
personal or mixed,lolheresoever situate,which I may IOwn or have the right to
dispose of ·at the time of my death,I give,devise and bequeath to my beloved
wife,Olga Woodward.
.""'"
OHN J.MOSCH£rr~,
ATTORNEY I.T l.kl'i'
\'IAS!f!l~GT()Ij.PIi..
THIRD:I hereby appoint my wife,OI..GA WOODWARD,as the executrix
of this,my last will and testament,to serve without Bond o
IN ~-rrTNESS WHEREOF,I have hereunto affixed my hand and seal,
"this ..),-¥:-day of October,A•.D.1956."
.q
.4L A~(SEAL)
The foregoing instrut2:,consisting 01'one page,was on thisr:lday of October,1956,subscribed by JOHN D.'lJOOD1"1ARD,the above named
te~tator,and by him signed,sealed,published and a.e.clared to be his last
\;Jill and Testament,in the presence of us and each of us,who thereupon,at
his request,in his presence,and in the presence of ,each other,have hereunto
subscribed our names as attesting witnesses thereto&
:1fdttL 1tL£~L{
~~L ~!J~ReSiding atl;r~td!"~,G~.
I
,'"7~"r;.,;'''~~Y-~':".'\7"....~.r':"',~~_.,.?l":'·'··1"':""L/1"':~ry.~~~,.:........,,'l""":"~~'''''~,
103~TCJ ~~7'-3
.!ffi~autt (@f tExerutnr QDr .!~mtutlltratnr
j
~tatt .nf 'tttttuyluattia,t !i!i:
C!LnUttty nf lIau~itt!.ltntt \
p'ersonally before me,the undersigned authority,a ~.9..~.~.~Y.:~.~.!.~.~..in and for said
County and State,appeared QJg~Q..~W.Q9..~X?~.~.~who,being duly
sworn according to law,deposes and says that she is the executor or administrator of the estate of
J.QhJl D WQQgw.~.~.g deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of....J.9..D.P.:;Q.!W9..QQ.~~!".g ,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named Executor ~
Sworn ond subscribed before me this....2..7..!;D......(()ta~/f)JdOY~._l~~~.~,;;/.r(J ¥i.Ui~-.
......!::..•~~&';~·~~~·~..·INSTRUCTIONS
1.An inventory must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return..
REFERENCE FOR ADDITIONAL,COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
.3Juurutnry aur.1\ppraisrmrut of the goods and chattels,rights and credits which
,were of J.9..D.P.:.J?.!W9.;Q.4.~.~f.g .late of ~.9..!:Q.~gh Q.t..g.D.~.:r;:.!~.:r;:.Q.t .
Washington County,Pa.,taken and made in conformity with the above affidavit.
PERSONALTY
DOLLARS CENTS
1.Judgment note from Ne110 Biagini dated in 1~1-=-
Origina1 amount -$13,000.00 .--:.J
2.$3,700.00 Avco Corporation 5\%convertible debeature
(matures in 1993)@ $565.00 per thousand
3.636 shares National Securities Series'(Income!'series)
@ $4.79
4.611 shares National Securities Series (~tgek series)
@ $6.85
$1,000.00
2,090.50
3,046.44
4,596.35
TOTAL PERSONALTY S10,733.29
REALTY
1.
2.
3.
One-half interest in real estate situated at 211-213 ~14,000.00
Fa110wfie1d Avenue,Borough of Charleroi,Washington
County,Pennsylvania
One-half interest in and to ALL that certain piece or 5,000.00
parcel of land situate in Fa110wfield Township,County
of Washington,State of Pennsylvania,bounded and'-..........described as follows:
COMMENCING at a point on public road;on line of land
owned by Fred Sutherland;thence West 126.50 feet to a
stake along line of public road;thence Northwest 557
feet to a point on the line of land owned by Thomas
Lynch;thence East in a straight line a 'distance of 64
feet to a point on line of land owned by Fred Sutherland;
thence South a distance of 575.15 feet to the place of
beginning.
ALL that certain piece or parcel of land situate in the 6,500 00
Borough'of Charleroi,Washington County,Pennsylvania,
known as 735 Washington Avenue.
TOTAL REALTY 25,500 00
TOTAL INVENTORY 36,233 29
AND APPRAISEMENT
Jilt IL902/Hd ci....
,
.'i i ,"
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~.55:
The within named Accountant being duly sworn according to lawl depose Sand sa}8 that the above account
as stated is true and correct as ~h~__verily believe,
Sworn and subscribed be,fore me this .:f.7.tD...
I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
,prescribe~by Stdtute pnd ~ule;fCourtl as evidence by proofs
thereof filed to No,.h3 '1l ..3.fiJO - ,
Witness my hand and official seal thiS..3.Q~...
Washington Countyl ss:
dayof..
i
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~<J fi""!.l'i I It'.d ....~5~<J ....,0<i'q"H .;-t',.,.J"0 ~-.~i {l.~.'~i'....,.!<ll..
I.••. I 't:l Q)-1'4 o i
/;,,,,+1 Q)8 ....
~!....,til ~..:'71 =>,
~"01 JUL Q)0 til Q)
r;..in Pf-!rtl '8 ttl =Q)l..I :0 ...-f ~i _,1/'2 0 l..iE I::Q 0 1'1~ttl tt1i I ,i=><....,Q::,~:fi.1 0 ....,tc:~:....,<Eo<=><"0 Ii.~<§-1'4 "Oi FlUS:::;';'1 I
::l fi.1 c:\
Eo<4-l 0:0 '..JI<J 't:l ttlrn~0:.J .._I.-l,r;t-<J =V),i fi.1 "0 :31 ~REG/57 "/,.''+"',r-UNO <0 <0 "0 "-'1 c:-1'4 W.4SHit,!(~,~O O,F Wil.Ls
...;=l..~.;ttl .:~'~~>:l Q)\,o~....,.9 ....,ttlt=l .j.J '~rtl',1/IN /'0 ....,'M ~.j.J ::s tt "PA.0 <0 ~'1 tt1i ....,S Q)"0~til 0 Q)P::
~0.0:Q)~.d ,~0 (:)....,....00-1'4 ...-f!~0 ==:=:...,!J:.l O!ril 0
't:l <J
0 =a;l..
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-.
-.
:t..j.
Tlie Court i respectfully requested to determine
proper distribu . n in this estate.
*
.,
nt-.
.-.-
~
THE FIRST AND FINAL ACCOUNT OF OLGA O.WOODWARD ,EXECUTRIX OF
THE lAST WILL AND TESTAMENT OF JOHN D.WOODWARD ,DECEASED,
lATE OF THE BOROUGH OF·CHARLEROI ,WASHINGTON
COUNTY,PENNSYLVANIA
/
Principal Personalty $10,733.29
Income Personalty None
Principal Realty 25,500.00
Income Realty None
.
Total Assets of Estate $36,233.29
Cash advanced by Executrix 9,699.03
and sole legatee to preserve
assets in kind
$45,932.32
Less Credits Claimed 9,699.03
Net Amount for Distribution $36,233.29
.,..
...
.
.
,
I
I'..
PRINCIPAL PERSONALTY
The Accountant charges herself with Principal Personalty received
out of said Estate as follows:
Per Inventory and Appraisement
INCOME PERSONALTY
$10,733.29
The Accountant ·charge~herself with Income Personalty as follows:
None
The Accountant credits herself with the following out of the
assets of said Estate:
1970
June 1 Romito's
United Fund
Dr.Bauersfie1d
Dr.Young
Dr.Gregg
Rev.Francis Blair
Flower Shop
Harold L.Schrock
Kurtz Monument
Gene Sa1vio
Clothing $119.50
Pledge 125.00
Medical services 150.00
Medical services 42.00
Medical services 75.00
Ministerial services 50.00
Flowers 84.20
Funeral expenses 2,857.00
Marker 265:00
Heating "and air-2,590.26
conditioning installed
at request of physicians
on account of decedent's
health and paid for
after his death
July 6 Russell Marino,Register Probate of will 11.50
10 Mon-Va11ey Newspapers
Washington County Reports
Advertising estate
Advertising estate
10.00
14.00
Nov.20 Russell Marino,Register Filing petition for
appointment of guardian
for John D.Woodward,Jr.
5.00
r,....
1971
Jan.13 Russell Marino,Register Short certificate l.00
.July 27 Wanda Carrington Notarizations 10.00
Olga O.Woodward Family exemption 1,000.00
Woodward and Bassi Attorneys'fee 2,264.57
Russell Marino,Register Filing inventory,25.00
first and final
account,etc.$9.699.03
PRINCIPAL REALTY
The Accountant charges herself with Principal Realty received
out of said Estate as follows:
Per Inventory and Appraisement
INCOME REALTY
$25,500.00
The Accountant charges herself with Income Realty as follows:
None
-,
Washington County Reports
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON)
STATE OF PENNSYLVANIA J SS.
Perwnally 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,published weekly having its
place of business at Washington,Washington County,Pennsylvania,and is act-
ing as its agent in this behalf;that the said WASHINGTON 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.u.1.y.1.6.~_..2.3.~.3.0.~_l9.7.Q.;.
Estate NotIces
The Register of Wills has granted letters.
testamentary or of administration,in the
•following estates.Notice .is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys.
•• • • • •• •• • • • • • • • •
WOODWARD,JOHN D.,Dec'd.
Late of Borough of Charleroi,Wash-ington County,Penna.Executrix:Olga O.Woodward,905FifthSt.,Charleroi,Pa.
Attorneys:Woodward &Bassi,701McKeanAve.,Charleroi,Pa.
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter of said notice or advertising and that atf?lle~a leg tio 'l&'
this affidavit as to the time,place a ch acter of e public '011 are ->c/
tJ .IZ.~-~..~~
Sworn to and subscribed before m~--
~g_~_~ay Of...J~.~..Y.n ;1ciZ9..~
.._..~..e.._/~~...
Notary Public
KArp-nllNE C.NICHOLAS,Notary Public
VJashir.gtnn,Washington Co.,Pa.
My CommissiJn Expires
Nove'11ber 1,1973
Proof of Publication of Notice in The Valley Independent
Under Act No.587,Approved May US,1929,P.L 1784,
a.aMended by Act No.51 of April 24,1931,P.L.67
State of Pennsylvania }
IS'C~n~M.Westmore~nd r
Personally appeared before me William H.Pore,General Monager of The Valley Independent,who being
duly sworn,deposes and says that The Valley Independent is a daily neWSpaper of general circulation in
Fayette,WashingtOn and Westmoreland counties,Pennsylvania,and elsewhere,published in the Ci~
of Monessen,Westmoreland Coun~,Pennsylvania,that it was established June 28,1902,since which
date The Valley Independent has been regularly issued in said coun~,and that a copy of the printed
notice or publication is attached hereto exactly as the same was printed and published in the regular
editions and issues of The Valley Independent on the following dates,July 13,1970
July 20 and 27,1970
Affiant further deposes and says that he is General Manager of The Valley"Independent,a daily
newspoper of general circulation,and as such is authorized to verify the foregoing statement under
oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertisement,and
that all allegations in the foregoing statements as to time,place and character of publication are true.
'~')7;;:
COPY of NOTICE
~oiO<.l rrt":='""'")
lellers testamentary on the estate of.John D.Woodward late of Borough of:Charleroi,Washington CQunty,deceas-."'"ed,having been granted by the Regis-..'"ter of Washington County,notice is here-"~'
IbY given to all persons indebted to said .,'estate to make immediate payment,and ~.to those having claims against the'.'same to present them without delay to _(Olga O.Woodward,executrix,905 Fifth,Street,Charleroi Pennsylvania.Wood-":Avenue,Charleroi,Pennsylvania.•
.____..-7:13;~~~
Swom to and subscribed before me this'_
day of ,19,__
Notary Public
My commission expires,_
STATEMENT OF ADVERTISING 'C~TS:
Woodward and Bassi,Attorneys at Law
701 McKean Avenue
Charleroi,Pa,15022
TO THE VALLEY INDEPENDENT,DR.
For publishing the notice or advertisement attached hereto in The
Valley Independent on above stated dates $10.00
Notary ..............................'.....$,----
Total ,$10.00
RECEIPT FOR ADVERTISING COSTS
The Valley,Independent,a daily newspaper of general circulation,hereby acknowledges receipt of
the aforesaid advertising and publication costs and certifies that the same have ~n duly paid.
THE VALLEY INDEPENDENT
By.7/13/70M.PAlO
,
\
1111 1l1r @rpl1atln~aInurt of lfa.al1iugtnu (!Inunty"
In the matter of the Audit of Account in
/
Estate of JOHN D.WOODW.ARP·
TO THE AUDITING JUDGE:
NOI__....;;~7;...3;;........~....o;...;f;;........,19--IQ.A.A.
Enter o_u_r appearance for'O~1:.!g~a~~OL..l-WrL.IoOuQ.Lldo.LwlllC.lOaurl..!d~,-LE:...xlU:eJ.C;.L1J.ltL-Lr...,\i....lxl..-_
WOODWAlU\reSSI ,
•19...l.L
,N.B.-counsel shall,by separate paper,present a concise statement of each
.claim,with supporting calculation of any interest claimed.Objections
.to an account as filed,shall be concisely stated in a separate paper.
:,.'.Council suggesting proper distribution shall file a separate concise state-
.>"-'.',,ment in that regard.
---------~~~~-_._".---_._------_..•._--_.._._--._-___.__-
r-------"'T'I"""---........,----------------------------------.~~--~-
j,
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNP.
ORPHANS'COURT DIVISION
•
IN RE:
Estate of
JOHN D..WOODW.AI}D"
Deceased.
(
)
(
)
~(
)
(
N6.673 of 1970
W,oodward &Bassi.Mr.Bassi?
....
plications in this estate.By virtue of the.Will,Olga O.Woodward
d~ceased..:rhe:Executrix is Olga 0.,Woodwar~aI!d the attorneys are,
HEARING ON AUDIT
Number 673 of 1970,the estate of John D.'Wood~ard,
If,Your Honor please,there appear to be no com
Thursday;September 1'6,1971,at 10:00 o'clock
A ..M.,ED9T.
WOODWARD"&~BAS,SI:,Esqs.,of Charleroi,Pa.,
representing the ACcou,ntant.
.
The Honorable P.VINCENT MARINO,Judge
of the said Court.'.'
TIME:
MR.BASSI:
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~BEFORE:
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ha~been namedas the residuary legatee of the decedent's estate.
And she has elected to take in kind all of those iterps of both persom lty
and realty that appear in the Inventory and Appraisement.And there'
,is attached to the Audit Petition such election.The~e are no outstan<ing
,claims.
THE COURT:Except the Personal Property Tax.
,
2'
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~~MR.BASSI:Yes.
.,
THE COURT:We have a claim fro~'the Department of $543.58
Personal Property Tax.
MR.BApSI:Yes.'That wi-Ii be taken care of,Your Honor,..I
don't see that it has been paid yet.But we will provide evidence to
the Court of its payment prior to Decree having been entered-,I migl t
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suggest to the Court that 'the :es tate has attachedt to it a Fe'deral Esta e
Tax Return which we had prepared and filed.Since Olga·O.Woodwa d
zg is the sole legatee,I don't believe that there will be any necessity
CIz~on the part of the Court to make any reaward,for Federal Estate'Ta
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~
Woodward would accept that personally.
.purposes.Although if'the Court should like to note that on the Deere ,
that it's subject to final audit'by Feder~l Est.ate,I am sUre ,tl~at ,Mrs
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~THE COURT:
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Are there any outstanding claims?
eli~..MR.BASSI:No outstanding clatms,Your Honor.
a:o~.THE COURT:Is there anyone else in Court interested in this
I-a:.5 .decedent's estate?u
..rc(o (NO RESPON3 E )ii:...o •
THE COURT:
Court.
The audit of this account is ordered closed by thl
(A UDIT CLOSED)
,~
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By,the Court,.
The foregoing record of the proceedings upOn the hearing of the
I hereby certify that the 'proceedings and evidence are contained fully
and that this copy is a correct transcript of the same.
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c(~and accurat~ly in the notes taken 'by me on the,ihearing.of the above cause,
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aiII:III~above cause is hereby approved and directed to be .filed.
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<!rnuuty,
ESTATE OF
<!rnurt nf <!rnmntnn JUrus nf lfus4iugmn
Jeuusylnuniu,<0rp4uus'<!rnurt 1ltitri.ainu
63...70-673No._---.:~:....---'~_
John D.Woodward
deceased
In the matterofthe First and Final
Account of Olgs.O.WoodwaI'd
Executrix
ADJUDICATION AND DECREE
October d'/And now -itJ ,191.!..-,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$36,233.29 and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
SCHEDULE OF DISTRIBUTION
Balance per account ---"'__
Additional debit asked at audit 535.00
$36,233.29
$36,768.29
Additional credit asked at audi t
Balance:_
535.00
$36,233.29 -
Deduct Clerk's Costs &Receipts _
At'fomey W_o_o_d_w_a~r_d_&_B_a_s..;..s_i _
Washington County,Division of Personal Pro...
perty Tax,per praecipe fi.le d,
47.50
~'l85.79./tt7J.
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543.$6 ~O,e.
$35,642.21
inheritance
$134.36
1.50
Russell Marino,Clerk O.C.,costs in certifying
realestate to Recorder,
Russell Marino,Agent,transfer
tax,
Interest from 8/24/71 to 11/1/71
includes tax on jointly held assets,
"Recorder of Deeds of ~ashington County,costs
recording certification of real estate,
'j
Contribution to maintain assets of estate in
kind,740.64
$36,233.29
Olga O.Woodward,WidOW,residue,including
real estate as hereinbelow described;judgement
note from Nelle Biagin~at $1000.00;$3700.00
Avco Corp.5i~Conv Deb@ $565.00/M 636 Shares
National Securities Series (Income Series)@
$3046.44;671 shares National Securities Series
(Stock Series)@$4596.35;held in kind and dis-
tributed as such at the appraised value,(value
as shown),per election filed,36233.29
No balance
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~L ESTA~TO BE CERTIFIED TO ~E RECORDER OF ASHINGID COUNTY
BY THE CLERK OF THE''ORPHANS •COURT D VISION
...j;
J6hn D.Woodward,devisor,t'o ,Olga ',0.Woodward,devisee r all the,
right,title and interest or:the devisor in and to parce s or real
estate described as,VIZ:
"
One-haIr interest in and to All those three certain lots or land
-!
situate in the Borough or Cha;rleroi,Washington ennsylvania
being Lots Nos.426,428 and 430 of the Plan of ugh,
lying between Second and Third Streets,ce of
66 feet on the West Side of Fallowfie~a Avenue,d exte ding
back of uniform width 100 feet to Cherry Alley.
ed
line
place
eel ofOne-half interest in and to All that certain pie
land situate in Fallowfield Township,County of ashingt n,State
of Penns~lvania,bounded and described as follow
COMMENCING at a point on public road;on line
~ed Sutherland;thence West 126.50 feet to a
of public road;thence Northwest 557 feet to a p
of land owned by Thomas Lynch;thence East in A
distance of 64 reetto a point on line
Sutherland;thence South a distance of 575.15 fe
of beginning.
III.
ALL -that certain lot of ground situate in the 80 ough of
Charleroi,Washington County,Pennsylvania,boun ed and eseribed
&s follows:
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BEG.INNING at a point on theWest side of Waslilin pton Avel ue on the
line of JOB eph Allsopp;thence along Washington Avenue j n a
Northerly direction a distance of ~6.04 feet,mere or l~ss,to the
line of Eighth Street;thence in a Westerly dirtction along the
line of Eighth Street a distance of 35.06 feet 10 Lincoln Avenue;
thence along Lincoln Avenije in a Southerly dire(tion a distance
.of 41.feet,more or less,to the 1i,ne of Joseph Allsopp;thence in
an Easterly direction along the line of Joseph'llsopp apd upon
a line at~right angles to Washington Avenue,to the p1ac~of
begi~ing on the West side of Washington Avenue •..
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:ESTATE OF JOHN D.
WOODWARD,deceased NO.673 of 1970
ELECTION TO TAKE IN KIND
KNOW ALL MEN BY THESE PRESENTS,that I,OLGA O.
WOODWARD,do hereby elect to take the following assets of the
Estate of John D.Woodward,deceased,in kind:
JUdgment note from Ne110 Biagini
$3,700.00 Avco Corporation 5~%convertible debenture
@ $565.00 / M .
636 shares National Securities Series (Income)@ $4.79
671 shares National Securities Series (Stock)@ $6.85
Real estate (see descriptions attached hereto)
IN WITNESS WHEREOF,I have hereunto set my hand and
seal this 3rd day of September,1971.
WITNESS:
~~\')
()~SEAL
Olga o.Woodward
"
Form RCC-33
RESIDENT DECEDENT
J
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF WASRINGT-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.)
County of
state of ..
...............................I~~~EH~;:.:W~O:::A~E .~~};::UAT::OF
(State full name of decedent)
Late of Washtngton....County :Jl~
Pennsylvania
..W~~h~~~~~~~_~J'"
ol~~..~.9..~~~.~.~~~.~.~.Executor
of the estate of the above-named decedent being duly sworn,depose and say
Decedent died Mf~~.th)....(j~ft-,19(·t~?>···,{~~aVing a last will,copy of which is hereto attached.}
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
w<:>?~:t"~1:'~~1.1:~~~~~~~A~~~:a::.~.~y~~.~~.~~......
.701 McKeanAvenue,CharleroL,Pennsylvania ..15022 .
executrix .f I'h if'f hThatassuchdeponentISamiIarwithteaairs0saidestateandt e property con-
(Ex"""tor·Administrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's indivi!lual 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
Pittsbur~h National Bank John D TT...3.Lrd and Wife
5th and Fallowfield Olga O.Woodward
Charleroi.Pennsvlvania
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forthjfullv and in detail all the
real property in the Commonwealth of Pennsylvania of which decedent died ha~lng an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee;date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for
any other'person or persons giving also separately the accrued inter~st thereon,if ~ny,down to the last
interest day prior to decedent's death in the case of savings banks,and to the date of deced~nt's death
in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
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 death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left by decedent,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 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 mar~et value be less ~han the
face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable
to the.estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securitie~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 co~y
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 pa~ses 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 instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their 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 estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and Impaid 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-
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","en,"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 ..
....~~
,. .'". "WANDA C~RRINGTON.NOnRYC"~Rl[ROI BOROUGII.\%S\',\HGTOll COUlUY
MY COMMISSiON UPIRlS ~&.~11.111I
((J~~~
......9.Q.?¥.Jt~.h ~.~.~~.~.t ~..
(Street NumbeT)
.....Gh~;l;.l.,~.;l;.Q.j,..,;r..~.nns.Y.l...Y.~nt.~.
(City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
R CC~34 '11-64),
COMMONWEALTH OF PENNSYLVANIA
'oEPU'RTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE IIAu
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.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
1.
1/2 interest in real estate situated at 211-
213 Fa110wfie1d Avenue,Borough of
Charleroi,Washington County,Pennsylvania
2.
1/2 interest in and to ALL that certain
piece or parcel of land situate in Fa110w-
field Township,County of Washington,State
of Pennsylvania,bounded and described as
follows:
COMMENCING at a point on public road;on
line of land owned by Fred Sutherland;thence
West 126.50 feet to a stake along line of
public road;thence Northwest 557 feet to a
point on the line of land owned by Thomas
Lynch;thence East in a straight line a
distance of 64 feet to a point on line of
land owned by Fred Sutherland;thence South
a distance of 575.15 feet to the place of
beginning.(See Deed Book Vol.705,page
364)
3.
ALL that certain piece or parcel of land
situate in the Borough of Charleroi,
washington County,Pennsylvania,known as
735 Washington Avenue.
(2)
ESTIMATED
MARKET VALUE
tJ(K.;j,·~
6,500.00
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
/~OOO.Ob,
s OCJO ()()/.,
~SOO.Oo
r •
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.
$25,500.00 ;'l[;S-CXJ (:)0
/
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 rliv~rl.ends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership :interests,interest in any undistributed
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.
1.
2.
3.
4.
ITEM
List and describe fUlly
Judgment note from Ne110 Biagini dated in
1951 (Original amount $13,000;00)
$3,700.00 Avco Corporation 5~%convertib14
debenture (matures in 1993)@ $565.00 per
thousand
636 shares National Securities Series
(Income series)@ $4.79
671 shares National Securities Series
(Stock series)@ $6.85
UNIT
VALUE
ESTIMATED
MARKEl'VALUE
JJ}
!rIK~'~
Vi 3,046.44
t<~;ja.~.n4,596.35
DEPARTMENT VALUATION
(Do not write in
this space)
.3 OL/C?·til
/
4-sq /:-.35
(
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X
$10,733.29
Rt~-~b
.rmP.lfON'\'EALTH OF PENNSYLVANIA.
TIUNSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TRA.NSFERS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)ISla
(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)-=.N::.,:o"--__
(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)ISla
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjo~ent of or the right to income from the property transferred?
(Answer yes or no)1'10
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)~N~O~_
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others --:-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)~1Sl~aw·_
(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~hich could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)O _
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)_
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM DESCRIPTION
None
MARKET VALUE
(Estimated)
None
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.None
-.'
•.RCG-38
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRrCTIONS: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 percentage Estate
Address and Relationship of Co-Owners,and Place I Value Share Valuation
of Record of Instrument,where Real~state.!
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
u.S.Savings Bonds Series E in the-
names of John D.Woodward or John D.
Woodward,Jr.$3,689.75
(See list of bonds attached hereto)
-I
I
tJ(K~
$1,844.
Insert this total opposite "Jointly Owned Property",Schedule"E"
in the "As Reported"column on the last page of this return.$1,844.87
RCC-37 .(12~6:'3)..'
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES
(
h
0 RELATIONSHIPBENEFICIARIESANDADDRESSES(If step-children or SURVIVED DATE INTEREST OFStatefullnamesandaddressesofoallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
012a 0 Woodward -Wife 0 Yes Sui iuris Residue
905 Fifth Street
Charleroi,Pennsylvania
"
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
None
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
Will
Administration (No.
P.I<THE
Year .
(Executor-Administrator
must complete "As
Reported"column #1.)
0 :C-c ....,'i:l ~...,,0 ~C't>C't>0 ...,e:..Vl ,t-'o ::s Vl
Vl :0 Vl 0....,'rt (t'::s 'i:l
't-';;l e:.....,
~0:><c...:::'1;j
~'i:l C't>C"',I ...,...,
;--,0 0 .:;:'1;j
trl ,~C't>
,0 ...,
Vl ,.,.,.,.,(1)'<~,.,.,0..C't>
.JOHND..WOODWA.RD ...
Deceased
Late of ..B()rough of Charleroi................................................
REPORT AND APPRAISAL
Commom\'ealth of Pennsylvania
County of .W«:i.shJJ:lgt:C>J:l ..-:(1):0:::r
:-.-.._W~t11 ?'"0n,:
CJ':)c::~
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'WO'";:l;:::.it Q
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ow '..,Hu .....4
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Form RC C-10
..
OFFICE OF TME
REGISTER OF WILLS
OF _--,-,W:..::a:.:s:<.:hc:..:l.=.:·n::jg:;)..t=.o=.n=-_COUNTY
"'ND ...GENT OF THE COMMONWEALTH
STATEMEt'lT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN oJ
THE SUM OF - _..._...$IQ~?~~~/
71 :~::~fj9i1lf(!!;?1
-I..v~....~()
Register of Wills,Agent li9.1 f
ESTATE OF JOHN D.WOODWARD
,..
I....TE OF ---.,;B=o.::.r.:::.o-=u:i;;gL:;h=-...;:o~f=--...;C::;.:h:..:..a::.r=-=l.::.e.::.r-=o-=i:..-_
DATE OF FILING APPRAISEMENT July 28,1971 DATE OF DEATH May 24,1970
O"'TE
197U
June 1
NO.OF
VOUCHIOJIl NAME OF P...YEE
Romito's
REM"'RKS
Clothing
AMOUNT
119 50
United Fund Pledge 125 00
Dr.Bauersfie1d Medical services 150 00
Dr.Young Medical services 42 00
Dr.Gregg Medical services 75 00
Rev.Francis Blair Ministerial services 50 00
Flower Shop Flowers 84 20
Harold L.Schrock Funeral expenses 2,857 00
Kurtz Monument Marker 265 00
Gene Sa1vio tleat:l.ng ana al.r-cc l.on-
ing installed at request 2,590 26
ot phYSl.cl.ans on account:otdecedent's health and oaid
for after his death
July 6 Russell Marino,Register Probate of will 11 50
10 Mon-Va11ey Newspapers Advertising estat e 10 00
14 00
Nov.
10
20
13
Washington County Reports
Russell Marino,Register
Russell Marino,Register
Advertising estate
Filing petition Torappointmentofguardian
Short certificate
5
1
00
00 I
Ju1v 27 Wanda Carrington
01~a O.Woodward
Notarizations _.........
Family exemption V5\(JI))
10
1~0
00
00 I
Woodward and Bassi
..........,/Attorneys'fee 2,264 57
00
I ~11)
~,V77 v.:>
I r 25
TOTAL
Russell Marino,Register
I
COMMONWEALTH OF PENN~YLVANIA }
COUNTY OF .Washl.ngton e8:
I,Olga o.Woodward HEREBY CERTIFY.THAT.TO THE BEaT OF
DECEASED.AS DEDUCTIONil FOR
27th -T~7'1'~--FJ-!,~~~~~J!:~~~(L.5.)
SWORN "'ND SUBSCRIBED BEFORE ME THIS DAY.01'"~~y~?-"-.~~.ILL~Al£J./~'
IIolY KNOWLe:OGE "'NO BELIEF.THe:FOREGOING IS A JU/iT AND TRUE sr~TEMEN;r OF DEBTS,FUNERAL EXPENSES "'ND EXPENsa OF
ADMINISTR...TION SUBMITTED TO THE ESTATE OF Jonn D.Wooawara
INHERIT...NCE TAX PURPOSES.
WANDA CARRINGTON.NOTARY PURtle
CHARLEROI BOR8UGH,wrS:IiGTOIl COUNTY
MY COMMISSION EXPIRES AUGUST 19,1911
RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
OLGA O.WOODWARD
IN YOUR REPLY PLEA.E
REFlER TO
38-86-1
,/
In Re:Estate of J~OHN=_D~._W=O~O.<!:::DW~A~R~D _
____...:.;'v..:.:A=S..:.:H=IN:.,:.G=-T.=...o=N:.:..-County - FHe No.63-70-673
Dear Mrs.Woodward,
You are hereby notified that the~~~o~r~i~g~~~·n~a~1~------------
appraisement in the estate of JOHN D.WOODWARD
has been filed in the office of the Register of Wills qf WASHINGTN
County on August 9 ,19.1l.Said appraisement reflects the
following valuations:
Jt.Hd.
Re al Es tate ---'-2....;;5~,L,;5~0~O.=:....:...~O..::;O _
Personal Property __~1~O~,~7~3~3~.~2~9~------
~---I1-4,~8l::14~4~•.J,,;8L.L7 _
Tota1 --....I3.....8'-4,...i.O~7u8.·_.1.L.6u-_
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 A_u-,g~u.:...s_t~~9L.'-=1-=-9-=-71=--_Signed
DATE OF DEATH:May 24,1970
Note:This is not a bill.
Title FRANCES LEO,CHIEF APPRAISER
.....
(Firs t Name)
RC(:-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
=E=S=t:=::=I=:;=N=TW=D=~=:=~=:=~=T=D==~-
(Last Name)
,f)
"'--(Initial)
SUMMARY
DATE OF DEATH 5-24-70 FILE NO.63-70-673
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E".
Daled,August 9,1971 ¥~~e~
INHERITANCE TAX APPRAISER .
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for .County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROS~ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
VALUE AS REAPPRAISED
$-------+--
Valuation of life estates or
FOR USE OF REGISTER ONLY
Tax on $-----------l---2%
Tax on $~
Tax on $5%
Tax on $10%
Tax on $15%
~~pti~s *
Total Estate --l-__
TOTAL TAX
COMPUTA'nON OF TAX
$---1.__
..-,
(*rAs evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::=t===
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $--.J
AMOUNT OF ESTATE TAX ASSESSED $----~L-
Estate tax paid $--'l-BALANCE DUE $ -,_
Add interest at rate of 6%from
------I:to-----$-------It=TOTAL TAX BALANCE $-----~,
PAID $-l
FOR USE OF REGISTER ONLY ADjUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration !No.
IN THE
Year .
-'.
~-,
!......
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.JOHN.D~WOODWARD
Deceased .I :;....
.:..,
"....
-.
~-
...-,
.!
-.,
Late of .CHARLEROI................~..'-
~...~.
"-'..:'"
~-.
-J ~,
County of WASHINGTON
"-~..:'"-...'-........-,'",
IIll..
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
--;,~
~,
....",-',-,>-,
-.."..-.......'..,,~~
_"I'
....d::..~---:.
.,
ro:;
--,
r:'.\
_~J-,
-..-.
.'
.:1 ......
.
Fonn Rec:;-2
,
.,..............~~~.~~......~..,......1~..7..1.···.~.............1COMMONWEALTHOFPENNSYLVANIADATE'!i'~-.DEPARTMENT OF REVENUE IRESIDENTINHERITANCETAXCOUNTY......Jv..AS.HING.TQ.N...............................BtJREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•..........~.~.:.?Q.:.§.?..~................_....................
Whereas,.......................................J'O'HN....D.......:w:OODWARD...........................................late of ...................Qa.ARL.~.RQ.l......................................................
in the County of ...........................................:WASUI.NG.T.QN..................................................Commonwealth of Pennsylvania,having died on
the .................................~4..t..b..............................................day of ........................M~y..........................................19.....7.9,seized and possessed of an estate
I subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,......................................FRANCES.....LEO.................................................,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes
$
REALTY:
SEE CSpy OF SCHEDULE "A"ATTACHED TO APPRAISEMENT 25 SOC 00
PERSONAL:
SEE COpy OF SCHEDULE:"Bu ATTACHED TO APPRAISEMENT 10 7:1 ?Q
_TT HET.n·
SEE COpy OF SCHEDULE "ETt ATTACHED TO APPRAISEMENT 1.844 87 .
.,
total :1A 07R 1';
I
.-.,.
,
~
...
~,-
.,.;
Having been duly sworn according to law,I do h~reby certify that the above appraisement is made in con-
formity with law on this .................~....day of ..........."..............................~.~........................C .
..............................................~.................~..............
Appraiser
................................................................................................................................................................,...
w~,Penna.
(Post 0 )
~.-,C1
.........._WASHINGTQN .County ~,
.',In '1 ('l~i \\0 J li
r~'-.-:""I.f~,J...:-\\H0
HE C1:,',i-.i'.')f \'!\LLS
\ilA~,\:·.:;-~,:N CO"PA,
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JOHN D.WOODWARD...............................................................................................::.
Deceased.
Late of
..............................C.HARIJ.;.RQ.l._.
Date of Death,S..~..2.4..~.7.Q .
Appraisemel!t Docket Vol.,.__3.~t ._.._._.._.._._.
Page,a.6.~.l No 6.3..~.'lQ.~.§7.3...
Filed in Register's Office,Aug.9 19.71..
Anwunl of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ut Appraisement,..
Appeal f,.om Appraisement,.
Entered and charged,.
~
I'
/'
Rcc-n (9-68)
COMMONWEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
APPLICATION FOR AND CONSENT
TO TRANSFER SECURITIES
REGISTERED IN THE NAME
OF A RESIDENT DECEDENT
)
DATE June 18,1974APPLICATION(MUST BE FILED IN TRIPLICATE)
TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:
Application is hereby made for COlsent to the transfer of the following securities of a Pennsylvania
Corporation or a National Banking Association located in Pennsylvania:
(a)500 shares (b)Penn Square Mutual Fund (c)....:C'-"o=mnl=-"o""'nL--_
(NOTE:In describing securities enter in (a),ab Ole,either the number of shares of stock or the face amount of
registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate
and maturity date of regi stered bonds.)
May 6,1970
ISSUED ON Dec.23,1969 ,and having a TOTAL MARKET VAilUE OF $..:=2:.L,....!...9..!....95~.0:....::0~_
(Date)
as of the date of death of the decedent,....!lJ~o!..!ohn~......D£..!.L_JW"_lo><..:o>Lld~w!l!..""-ar......d ,on May 24,1970
(Name of Decedent)(Date of death)
who was late of 905 Fifth Street,Charleroi,Washington Co.,Penna.
(Street and Number)(Post Office)(County)(State)
John D.Woodward and Olga o.Woodward
The securities are registered as follows:Joint Tenants in Common with Right of Survivorship
(Name or names in which certificates are registered)
~)Olga O.Woodward,905 Fifth Street,Charleroi,FA ••15022
EXECUTOR)(Name)(Address)
NAME OF APPLICANT Olga o.Woodward
COUNTY FILE NUMBER 6370673 ADDRESS OF APPLICANT 905 Fifth St eet Charleroi
Pa.,15P2.2
BUREAU FILE NUMBER 6370673 SIGNATURE OF APPLICANT~~=__¥"'-L...>o=--.c~'-------'-----=---=-
NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS APPL ~TION,IT WILL NOT BE
CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION.
COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE
CONSENT TO TRANSFER SECURITIES
DATE J 8 J1me 1974
I hereby consent to the transfer of the above securities now registered in the name of the aforesaid
Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which
the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521,
as amended and the Act of June 15,1961,P.L.373,a~amended.This is also in accordance with the provisions
of the Act of April 9,1929,P.L 343.
This Consent to Transfer the herein described property operates only in reference to the estate of the
above-named Decedent.
Signed for the Secretary of Revenue
Byi{~~~
Register of Wills Washington
(Title)(County)
1Jtt tbp OOrpQuus'<!tourt of lIusQiugton <!touuty
IN THE MATTER OF THE AUDIT OF ACCOUNT
.''.Pltr'<II •
In re Estate of..!~~~~~.~-!._~.~~~~No~~~19.-:'~.??~..,c}:.~&,19...7.'J:,AA
Olga O.Woodward"Exrx.Woodward &Bassi,Attys'.
Date of death.__~_q __?_,*L_~~_7_Q .._.._Date of filing ~Appraisement ._.__~_~__?~,!n~.._... _
~
TO THE AUDITING JUDGE:
Enter my appearance for Personal Property Tax Due Washington County,viz:
J
--
IT E M Valuation
1970 Supplemental
Omitted 636 Sh Nat '1 See.Income Series @ 4.28 2722.08
omitted 671 Nat'l Sec.-,Stock Series .."@2.85 1912.35
omitted $8200.Avco Corp ,con deb 511993 @72.00 5904.00
omitted Note-Nello Biagini 13,000.00 13.000.00
I
1969 Supplemental
omitted 636 sh Nat'l See.Income Series @4.73 3008.28
omitted 671 sh Nat'l See.Stock Series @.4.l5-2784.65-
omitted Note-Nello Biagini 13,,000.00 13,000.00
1968 Supplemental ..
omitted 636 sh Nat'l Sec.Income Series @4.oli 2575.80
omitted 671 sh Nat'l Sec.stock Series @3.03.2033.:1.3
omitted Note-Nello Biagini 13,00.0.00 13,,000.00
1967 Supplemental
omitted 636 sh Nat'l Sec.Income Series @l 3.82 2429 •.52
omitted 671 sh Nat'l Sec •.Stock Series @.3.26.2187.46
omitted Note-Nella Biagini 13,000.00 13.000.00
(Continued)
--\Inventory Assessment 12%Assessment Tax at 10%Collection 6%Interest Total ClaimYearAppraisementReturnedValuationPenalty4MillsPenalty
19 70 23535 Yes 26)60 2825 105.44 10.54 6.33-122.31
19 69 18795 Yes 21050 2255 84~29 8~42 10~10 102t!72
19 68 17610 Yes 197,25 2115 78.90 7.89 14.19 100.98
19 67 17615 Yes 19730 2115 7~.92 7.89 18.96 105.77
19 66 17825 Yes 19965 2140 79.86 7.99 23.95 ill.80
19
-TOTAL CLAIM 543.58
The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi-
davit or Assessment filed for the purpose of determining the Personal Property Tax ot'l~.CJ.id.Estat~.wl.Ll~am v.Porter
.......~_~.~_..._....._.day of._..~P.~~~~~._.._..._.....19._.?_~.....~,Solicitor
·--------
/.,Jr
•
No ,__._.Term,19__.._.,AA
In re Audit of Account in Estat~.of
AUDIT
'rarripr fnr Appraranrr
FOR
WASHINGTON COUNTY
PERSONAL PROPERTY TAX
A.V.CAPANO,
<•Solicitor
~9.
,
lin tbt ®rpQuus'<11nurt nf lIuaQiugtnu OJnuuty
IN THE MATTER OF THE AUDIT OF ACCOUNT
Woodward,John D.In re Estate of No ,Term,19 ,AA
Affidavit
Dat'e of death Date of filing Inventory Appraisement .
Assessment
I
TO THE AUDITING JUDGE:
Enter my appearance for.Personal Property Tax Due Washington County,viz:
ITE M Valuation
1966 Supplemental .....,....
Omitted 636 sh Nat'l Sec.Income Series @3.~4 2442.24
omitted 671 sh Nat'l sec•.Stock Series @·3.55·2~82.0~
omitted Note-Nello 'Biagini 13,000.00 13,000.00
-
.."y~,
(""
"->
-I
I
Inventory Assessment 12%Assessment Tax at 10%CollectionYearAppraisementReturnedValuationPenalty4MillsPenalty 6%Interest Total Claim
19
19
19
19
19
19
-TOTAL CLAIM
The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi-
davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate.
........................day of....................................19 .A.V.CAPANO,Solici~r
'"
",.-''''-
.1
o'./l.~1&1
.~.d Qtr.
No..~?:-:'!9_~!?,._.}~_.._....~,19...·.n...,AA
In re Audit of Account in Estate of
I
WOOlliARD,JOHN D.
AUDIT
'ra~ripr fur 1\ppraranrr
FOR
WASHINGTON COU NTY
PERSONAL PROPERTY TAX
.Vd ..0:)ti 0l'~N\HS\f lh
S-111 t.\~J ()'d 11.S\~:I U
ON\z'\','i -:n:'sn'd
gE 0I ~l rJ I.2 1J0 ILl
A.V.CAPANO,
Solicitor
.....9
<C1 -:
~J
I I\,...,"..-
lht tbt OOrpl1ans'<1!ourt of lIasl1ington <1!ounty
IN THE MATTER OF THE AUDIT OF ACCOUNT
Woodward,John D."63-70~673 3rd Q,tr.71InreEstateofNo,~19 ,M
.......Qlg~..:Q.!.:.W.9.9.g~.~~.gl.._.~.~~.!_W9.9.~~?-.:r.4 ~l??-.~~.~I.~~.~y.~~.
Date of death ~~y ~,19.'lQ Date of filin:I~=Appraisement..eI~J..Y ?~.,J9Tt .
A~
TO THE AUDITING JUDGE:
Enter my appearance for.Personal Property Tax Due Washington County,viz:
..--....~
.-
IT E M Valuation
1970 Supplemental ..
omitted 636 sh Natl Sec.Income Series @ 4.28 2722.08
omitted 671 sh Natl Sac.Stock Series @ 2.85 1912.35
omit~8200.Avco Corp con deb 5\%1993 @ 72.00 5904.00
omitted Note-Nello Biagini 1,000.00 1000.00
I
~y ...
1969 Supplemental .,.,'\,'
omitted 636 sh Natl Sec.'Income Series @ 4.73 3008.28
omitted 671 sh Natl Sec.Stock Series @ !.l.lS 278!.l.6S
Omitted note-Nello Biagini 1,000.00 1000.00
1968 Supplemental
omitted 636 sh Natl Sec.Income Series @ 4.05 2575.80
omitted 671 sh Natl Sec.Stock Series @ 3.03 2033,13
omitted note-Nello Biagini 1,000.00 1000.00
1967 Supplemental
omitted 636 sh Natl Sec.Income Series @ 3.82 2429.52
omitted 671 sh Natl Sec.stock Series @ 3.26 2187.46
omitted Note-Nello Biagini 1,000.00 1000.00
(Continued page 2)
-I Inventory Assessment 12%Assessment Tax at 10%CollectionYearAppraisementReturnedValuationPenalty4MillsPenalty 6%Interest Total Claim
19 70 11540 Yes 12925 1385 51.70 5.17 3.10 59.97
19 69 6795 Yes 7610 815 30.44 3.04 3.60 37.08
19 68 5610 Yes 6285 675 25.14 2.51 4.68 32.33
19 67 561S Yes 6290 675 2~.16 2.~2 6.2l.i 33.92
19 66 582&:;Yes 6525 700 26.10 2.61 7.80.36.51
19
-
TOTAL CLAIM .$199.81
The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi-
davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate.
...)_~~__..__.day of ~~P.~~~:t?~:r:19_7.~..A.V.CAPANO,Solicitor
,:;-'i No ,._..__._.Term,19 ,AA,
In re Audit of Account in Estate of
·AUDIT·
'raeripe fnr Appearance
FOR
WASHINGTON COUNTY
PERSONAL PROPERTY TAX
A.V.CAPANO,
,'Solicitor
~9
-,
/,'.....,
J .
lJn tbr OOrp~anli'l <!tnurt nf lIali~ingtnn <!tnunty
IN THE MATTER OF THE AUDIT OF ACCOUNT
In re Estate of :No ,Term,19 ,AA
Affidavit
Date of deatb Date of filing Inventory Appraisement..__.__.
Assessment
TO THE AUDITING JUDGE:
Enter my appearance for.Personal Property Tax Due Washington County,viz:
Page 2·IT E M Valuation..
1966 Supplemental
omitted 636 sh Natl Sec.Income Series @ 3.84 21ili2.24
omitted 671 sh Nat1 Sec.Stock Series @ 3.55 2382.05
omitted Note-Nella B·.•1,,000.00 1000.001ag1D1-
I
..
.
...
-
-
-I Inventory Assessment 12%Assessment Tax at 10%CollectionYearAppraisementReturnedValuationPenalty4MillsPenalty 6%Interest Total Claim
19 ..
19
19
19
19
19
-TOTAL CLAIM
The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi-
davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate.
......__.__day ?f__19 .A.V.CAPANO,Solicitor
~
5••".~
.Qtr.
No..~?-:.I~'::.?.7 ?....:?.~~.....jfJmlX;19..']~I AA
In re Audit of Account in Estate of
WOODWARD.JOHN D
AMENDED
AUDIT
Jrarripr fnr Apprarattrt
FOR
WASHINGTON COUNTY
PERSONAL PROPERTY TAX
A.V.CAPANO,
Solicitor
~9
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
119860FFICIALRECEIPT •PENNSYLVANIA INHERITANCE ANDES!~I;~'i;II>iNO·B
RCC-4(fl-6fl)
----'------.~'-.~.:-~-'-~-------------------------------~---.--J
dollars]'fl')g..,..'t -1 t
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
From:-N~r.--wooawfdtlh&rBltSSI--------T-------------------------11
RECEIVEDONE IlYJllOOED 'll!IRrrr vm ond ~/l00 ,',~u,
OLGA o.WOODWARD~hJ
Date of Payment --~~a\iIl1lJ;:!y-~'--;lJ}~")~-----l
Address-4'KJ-.Hi!eJ~Il:l!t--A1~~~---------j
Name of Decedent ---Jl~N-ih.r;~~9WAP.8-------i
2%Tax on $$
6%Tax on $2'1;,239..35 $1,6,/..36
15%Tax on $$
%Tax on $$
Estate Tax,Act of
May 7,1927 $
Date of Death~~~~1---lFileNo.63""'10f;0673
County ------j~5fJWmOOlfi·.----------__j
Remarks:
JMO ,
,,7{·j:
TOTAL TAX CREDIT $1....~:!>fo63.e4:L1.....3""'6'----,rJ,
Less five percentum of tax if bev.Pd....~O'O,B2 "
Paid within three months after Bal,-,'Duo 6~:131H3
date of death $----------1IiI1
Plus interest at the rate of
-6-%from 1~.1l
to Date$'----....:lJ-,•.-';tP.GI---1111
SEA L TOTAL AMOUNT PAID $,===::.I.l~35itt·~B6Q:==I~1
NOTE:This Triplicate Receipt to be retained lor audit purposes.~--""'"~')'\~-3.\,ii!iI .",Received bY'.,..,''';-''c.:'''t>'',.J.'-''*\.Q.,...;,.J:lf.-!l.--.i-:d-...L~;'''''.J.",.~..t:",;.11II
NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the,life .~I
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth dhall ...)....---
nat be precluded or prevented from hereafter assessing additional inheritance tax at the death o(th,e;-=·:.,:,,~'":"'::"".,:.,-"~,-,J~.;,,.:...•.t!,.k)-~"~L.,;.+-~'-J..L...L-.U~---_II
life tenant or tenant for years whenever it appears that such additional tax may be legally due and .'-.\..")(..'..
collectible for any reason whatsoever."'-'.\'
OFFICE OF
THE REGISTER OF WILLS
AND
CLERK OF THE ORPHAN'S COURT
WASHINGTON COUNTY
'WASHINGTON,PENNSYLVANIA \5301
YR 673.70 it
SC 6.00
2 TOTL 6.00
CASH 20.00
§§~915:21JUN.04'96gCHNG 14.00
L :~E 05
RECEIVED,OF;(Jprtt,()"I)ApJ hH"1J
'"BY i!o0/!1n,:~\~a,~'~~RnAf-.I
K3thieenFlynnR~a l 'c'~'~~r
No.48797""J