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Home My WebLink AboutOC1970-0799 - ESTATE OF TAGGARTPETITION SU R AU DIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J MARY D.TAGGARTEstateof ------,-.-____ Deceased 63 -70 -7999No _ . Fiduciary ~~~~.~~~~~!:.:Y.~~.~~~:':l:~!:.~~. ~~~~~~ Decedent's death..Agg~§L~J.~IQ Grant of Le!tters ~.1!~.~.~..~~!~.~~~. This is the ~J;r.$.t..~ng:.fil}?-L account filed in this estate If there have been.former accounts filed in this estate,list file number or number and term N~.I);~~. Election to take Not applicable Under or Against will.(cross out one) Date Election Place of; Filed Record . Name of surviving spouse NQn.~.'_.__: ___.__ . List issue,where material: Did decedent marry after execution of will?(indicate)~~No.Any children born after execution of will?(indicate) Yes.No.If answer yes,name them _ _.._._.. .........--__--- --_-._-~"''''''''-_- ---.:..--_- -- -_. Leg.atees Relationship interest Fiduciary,if deceased or not sui juris Ruth T.Lowry Daughter 2/3 in home and 1/2 residue Lee Taggart Son 1/3 in home and 1/2 residue Lynn K.Lowry Grandchild $500.00 None Gordon T.Lowry Grandchild $500.00 None Beth Ann Taggart Grandchild $500.00 None Lesa Taggart Grandchild $500.00 None James L.Taggart Grandchild $500.00 None List,if exceptions to above:Adeemed: None Revoked:Lapsed:Abated:Give Couse: If partial intestacy,give facts:None Notice to interested pa.rties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~. If any exception give cause:. File copy of Notice .I and date of mailing :~P.EJ~~!J.~'!..l:. Is estate subject to the filing of a Federal :Estate Tax Return?~Q . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.J.QQ.9.~.QQ . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant NQn..e . Give Names and addresses'of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed neces7ary 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: Total additional credits (Subtract) Balance for distribution , $..~.Q}..?§.~:..?§. $__..Q.O.Q OO................... $~.Q9.:..QQ............• $..t9.~J.~.~.:.~.?. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Home real estate appraised at $12.000.00 and devised 1/3 to Lee Taggart and 2/3 to Ruth T.Lowry.Lee Taggart received advance distribution of $4000.00 which i,s shown in the Account"and Ruth T.Lowry has filed an Election to Take in Kind her 2/3 interest in home real estate. ~ • L •__.--'...-.~.__........~._..•_..__~ p,. If Family Exemption claimed by Petition,give place of Record:NQ.L<;l"p.I?U~§!.!?l~. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.N.Qt..ap.p.lic.abl~. List any advancement or distribution on account that has been made,and nature and amount of same: $4000.00 to Lee Taggart which is set forth in Account. 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: Award of2/3 interest in home real estate to Ruth T.Lowry at appraised value of $8000.00 per Election filed. $500.00 to Ruth -T.Lowry.mother and natural guardian of Lynn K.Lowry.a minor. $500.00 to Ruth T.Lowry.mother and natural guardimof Gordon T.Lowry.a minor. $500.00 to Lee Taggart.father and natural guardian of Beth Ann Taggart.a minor. $500.0,0 to Lee ~aggart.father and natural guardian of Lesa Taggart.a minor. $500.00 to Lee Taggart.father and natural guardian of James L.Taggart.a minor. Balance to Ruth T.Lowry and Lee Taggart in equal shares: ., COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly I?~Q;r;'.I:J:doth depose and say that the facts set forth in the foregoing petition are true to the,best of h~.J;"knowledge and belief. ..~.~~!.I?:to and subscribed before me this L da;of..Ap.~~.L 19..?}.. Signature of Officer.jJ~..,'7J(L~_~«.~~~./ Title of Officer ~.?~~.~Y...~~~~~.<:.., .Office expiresF.e.b.•...5.•...191.5 . Washington.Washington County.Pa. And your petitioner will ever pray,etc. .~--~--_.1~-----------------_Ruth T.Lowry ".........................................................................................................................................,... ~.No.....~.?.:"?.9 ~..J..~.~~. ~Estate of MA.:B..X.JJ~TAQQAB.T . DeceaBed if'~f-r ,'....r')t-..l~"ft ..!IL_I ....." Y71 JUt!2[,\pr13 17 "..; .,.{ ". " ,. Fiduciary..R~th..'I'.....M.Q.W.r.y'.....~~g.~1J1r.j..:¥.•. 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:pa rag raph 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 WiII. 6.Copy of inventory and app~aisement. 7.Proof of advertisement of grant of letters if not filed with ·acc;:ount. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and ite:mized elections if any distribution in kind. 10.Copy of Federal Estate tax return if es- tate is subject thereto. ...............~~y...~~...~E~~.~~~~_...._........ Attorney ~2 RUSSELL hf;\HINO nEG1STER OJ:WILLS WASHiNGTON CO.,PA. ..-.. ~. 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"'.' .~ .\ ", " '.- "-~ " .....I \, " "',t .', ,• ,'. .' ,- " ,. ·ffl°:' ., ..,",,-• ", '" '" 10',.,,,,. .>....,.-.' ,-,-! ,, .;..' .I~' : .,'-~"".~':;~~':Cj~::--;'1'•l.y ~,a('~ .'~;irtn'H:J-d J~S.(l:-l !,t.1i-;o.it;<~:Ft'Nti,IL_ t(~1',<.:1 E~i ~f:t'd"t.);'\~'\~J!~ncn;l.'thI.1ctlf ,.;,~I:-,"". ,'- ~. " -, " " ,.\, : ..., ,. I,. .! II, 't, j I\ ..l II. I.,, ! I\ I·t1 -t j I It1- l'I "I f : f ,-1,.r J..I: I l- I'rI, f rI'i.\..It":~ C!!ommothu:ealtlJ of ':ennsyluania.!ss:lfas4ingtou C!!ounty. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 17th.day of August A.D.19 70 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of Mary D.Taggart late of Washington in the County aforesaid,deceased, Ruth T.Lowry (a true copy ,whereof is to these presents annexed),was duly admitted to probate;and rix the ExecutlX in said Will and Testament named,having appeared before me and taken and subscribed the oath of office pr,escribed by law; NOW,THEREFORE,I,Russell Marino grant these LETTERS TESTAMENTARY,unto the said Ruth T.Lowry ,Register as aforesaid,do committing unto Her the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Her to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to r,ender a just and true account of said administration at the expiration of six months from the date hereof,and to r~gard 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 17th. day of ,August in the year of our Lord one thousand nine hundred and .Seventy .._____~~ Register .'(C.,l l.-.1 0 (/)~.....J a..~z:_-J .........:?:.:0OJ.w((.) ~~~ -=~;1-4;~"':a LL.~..~0 ~ t~:....IIJ E-ljts:'t I-~«a l-e: (/)AjIIJ ts:'t Pi~J..;~il....~~ .'i ...· ,. I,Mary D.Taggart,being of sound mind he~eby bequeath th~ .. .follmiing: Real extate consisting of house and lot located at '.510 Jefferson Avenue ,Uashington,Pa o to be'divided 1/3.interest to Lee Taggart and 2/3 interest to Ruth T.Lo\i!'Y 0 After all expenses are paid and if there is enough remaining in the extate,the sum of $500.00 (five hundred dollars)shall ~e paid to each grandchild namely,Lynn K.Lowry,Gordon T.Lowry,Beth Ann 1- Taggart,Lesa Taggart,James L.Taggart,If there aren't sufficient funds to pay $500.00 to each • grandchild 'lJIlhatever funds remain \'/ill be divided equally to the five grandchildren.If there is more fhan the $2500.necessary to give the grand- children the amount ia.excess of $2500 shall go tok~r4.Y-~T:'~4-L;3/~,~v.flJ;U0UJL-~/L:dv 'f;~r> Signed this 8day of Cctober 1969~(J "\ .Witness E:dA-"c:.L £"!~;;r r/ .rP 'CE (R "(J_Witness~~~ ~.3-TCJ 799 1\ffibnuit (@f 1fxrrutnr (@r J\bministrntnr ~tntt of 'tt1l1aylunnia.t lUi: .Ql.ounty of l!IlInal1ington \ Personally before me,the undersigned authority,a ~9.1~.:r..Y...f.~p..U.<::..in and for said County and State,appeared ;g:y.:!:!!..:!:.!~Q~B:X who,being duly sworn according to law,deposes and says that she is the executor »K:a~of the estate of ....M.§:ry...p.~1'.~gg~£~l deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...M.?-.£y...P.~:r~gg§:r..t., 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.~~amK day o~M~,,~h~,~:~:.~:.~~~~.~~~;;.Z~this..£.::.:........)...~_.4:~_...~.~~~r1~+~..........................)Executor-qlWM:XatMXJ My Commission Expires:ADDITIONAL INSTRUCTIONS WashingtC1~'~%WMgfy>\h&f>blJlfiyed ~ifhin 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 lIutttutnry nUll !\pprnistmtut of the goods and chattels,rights and credits which were of M§-£y.P:T.?-.gg.~£1..late of :w§-.§.hJ.~gt:.2!}!.. Washington County,Pa.,taken and made in conformity with the above affidavit. J REALTY: 2 Story frame house and lot,510 Jefferson Ave.,Washington,Pa. 1/2 Interest in 2 story frame house and lot,604 Maryland Ave., Washington,Pa. DOLLARS CENTS ! 12,000 00 [3,250 00 I PERSONALTY: Savings Account -First National Bank &Trust Co.-TB-06-702 Savings Account -First National Bank &Trust Co.-6944 Checking Account -Pittsburgh National Bank Household Furnishings 1 -1948 Dodge Truck Electrolux Bonus TOTAL 5,466 28 1,156 36 190 03 376 50 65 00 575 73 -......_.--.--.-~- 23,079 90 ........--' 13~ t3-7tJ -?f7 Inventory and Appraisement IN THE ESTATE OF .-" ......"..r.; t-' ':'CJ' ..,..."". •l ,I ~, , ,. ..",-MARY D.TAGGART FUed M.~E.£9.-.:..,19 ?.~.. .\1 d ,.00 N01 :J NIH SV11\ SlllM .::10 H31S15JH ON i I::V~'~-j -jj Ssn(J 91 6 m1 6 H~!·J rL ~~~.~Gi' JaYeVj..,..:r;routplC~p.Attorney \.j _..z p;JJ--y~/ . i .~,~~3-r" .- ,-,. l, " .' .i The First and F~nal Accou9-t of RUTH T.LOWRY,Executrix of the Estate of MARY D.TAGGART~deceased,late.of Washington,Washington County,Pennsylvania,to-wit: The Accountant is charged as follows: To Amount of Inventory and Appraisement Refund from Medicare Income (Rental Income of $747.00 less Utility Expenses of $243.55). Interest ...First National Ban:k ,&Trust Co. The Accountant claims credits out of the assets of said Estate as follows: Aug.1970 Register of Wills Letters Testamentary $21.50 Aug.1970 Observer Publishing Co.Advertising Letters 14.00 .Aug.1970 Washington County.Reports ..~Advertisi?g Letters 14.00 Sept.1970 Russell Marino,Agent Inheritance Tax 1000.00 S~pt.1970 Register of Wills 3 Short Certificates c·3.00 Sept.1970 Columbia Gas of Pa.Gas Bill 6.87 Sept.1970 Citizens Water Co.Water Bill 11.93 Sept.1970 Washington Hospital Hospital Bill 58.50 1 Sept.1970 Bell Telephone Co.Telephone ·13111 15.51 Sept.1970 Abel Funeral Home Funeral Services 1035.'00 Sept.1970 First National Bank &Estate Check Book 4.06 Trust Co. Nov.1970 -.Washington County Motor Truck Title Transfer 8.00. Club $23,079.90 76.00 503.45 93.32 $23,752.67 Dec.1970 Dec.1970 Dec.1970 ,Dec.1970 Albert H.Devore Recorder of Deeds First National Bank & Trust Co. First National Bank & .'Trust Co. -, Appraisal 25.00 Transfer Stamps on Deed 65.00 ,One-half mortgage loan 2586.13 on ,decedentI s real estate Personal Loan of dece.dent.1324.05....., Dec.1970 Bernard'Berman,M.D.Medical Services 65.64 -2-, ,,~_.I .. The First and Final Account of Ruth T.Lowry,Executrix of the Estate of Mary D.Taggart,deceased,Continued Dec.1970 Lee Taggart Advance Distribution $4000.00 Dec.1970 Visiting Nursing Association Nursing Services 7.20 Dec.1970 Jan.1971 Ruth T.Lowry Jay W.Troutman ....,><1 ~I"• •/1 ')' Executor's Commission Attorney for Estate ',1200.00 1200.00 Jan.1971 Mar.1971 Mar."1971 Mar.1971 >~. Jay W.Troutman' ". Register of Wills C.M.Troutman Register of Wills -"'-.",+,("~,..... Pr~parmg tax returns including Fiduciary & 'Federal Income Tax ,.Returns and Checking ,"T'itl'e'Recor'ds,' ..t f-•.-,Filing Inventory " Notary Public Fees Filing Account I," 300.00 3.00 7.00 i6:00 $12,991.39 .', BALANCE FOR DISTRIBUTION ----:-- - - - ---- - ---- - ------ -""---$10,761.28 " Sworn to and Observer -Reporter~, WASHINGTON,PENNSYLVANIA' PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania.,County of Washington,SS:....•....... Personally appeared before me,a Notary Public in and for said County and State,Ri.char.d"..S.•....c.ow.an ,who being duly s,worn according to law,deposes and says tha;t he is the $.e~x.~.'t~.r.y . of the Obslerver PUblishing Company,a I"enns,ylvania corporation,and its agent in thIs behalf;that the said Company iSI the owner and publisher of the Observer-Reporter,succ'essor to The Washington Observer,established Se,ptember 18,1871,and The Washington Reporter,established Angust 15, 1808,a daily newspap'eil'of general eirculation,printed and published and havin'g its place of bus,ines's at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and published continuous'ly for more than six months'prior to the publication of the notice hereto attached;that the printed notice or advertisement heI"eto attached is a ,copy of an official advertisement,official notice,legal notice or legal advertis,ement,exactly a:s printed or published in the Obs1erver-Reporter in its regular editions on the following date or d'ates;. ,".AJ~g.~.~t.Z.s...,.s..e.pt..e.mQe..L.J.~D.g 8..,l..9..7JL . that neither th!e affiant nor the Observer Publishing Company is interested in the subject matter of sraid notice or advertising and that all of the all-ega- tions'of this affidavit as.to the time'aland charactepof jl1Jblication are true..;1 ,tV ............................."..,:.L/l4.d',::Jt4?JJ.<t::v. 'u...~~,m?{';?!ly~s.:p.t:~.~a I -'W,.•U,7.2----------Ollo,r.:r Oft DOaD'tV.-I\lOIARY_l'lJ,BLI.G 1 Washington County ReportS -€3"S'O't3iW"fJI'~,§TR!.'!."== Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) f\, 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. • ••••• • • ••••• ••• • \ PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,E.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 lind Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes lind 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 t'his behalf;that the said WASHINGTON COVf\.TY REPORTS was established on March 31,1920,and was designated as the ofF.cial legal publication for Washington County,Pennsylvania,by order of the several courts of said County.dated November 11,1920;that the printed notice or ad'O'er- tisement attached hereto is a copy of a notice or advertisement,exactly as priLted or published,which appeared in the said legal periodical in its regular issues on the following dates: August 27,1970, September 3,10,1970, that the affiant or the corporation in behalf of which he is acting is not intere<ted in the subject matter of said ~~~~or advertising antl%J1all ti~t~rt.jre iom,of this affidavit as to the timp~of t~I6.lica/j,{e t,e.?~ /··..·· · ··~d~ Sworn to and subscribed bdfQr~'.f.,. TAGGART.MARY D.,a/k/a MARY E.TAGGART,a/k/a MRS.JAMES L.TAGGART.Dec'd. Late of Washington,WaShingtonCounty,Pa.Executrix:Ruth T.Lowry,2524 Jef-ferson Ave.,Washington.Pa.Attorney:Jay W.Troutman,316WashingtonTrustBldg.,Washing-ton;Penna. ....JQ.th d,y oI ~~P;~~j.b_~.r ,19r1..ZQ. .....~.~;/d.~.~if f Notary Public JOSEPHINE T.SCIAMANNA Notary Public.Washington.Washington Co. My Commission Expires July 1.1974: " .- .' STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,deposeS and sayS that the above.account as stated is true and correct as ~h-.E;.verily believe, Sworn and subscribed before me this 1.~. day of ~!~.~~~_19 ?}. .~&L4~;;my.~- . My Commission Expires:Feb.5,1975 Washington,Wa?hington County,Pennsylvania Warshington County,ss:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs thereof med to No..k.J~.1.{__:Lt.7 0 3~Wi~SN\Y hand and official 'seal this _ _ . dOYOf...~~.l~:~:. Register of Wills ....o ':'"1"-1-,."",. t -=.:i""'W»;~J:2 .I ;:§ o?~....s, _.~ •.1--"'- .-',Q "l!!!P.!'0);0):t-; Ii 01t-j Ii ('I): co: oz ,". '.--,•"",1 ._--'- 7·0 797 j ,..A_"~ ~"-._\_i '-'\ ~_. " .. ~. .J ./ \"."""f,\'/",,\\'"/I";.'i'i,"~~•.:'~,,"""" '/',;'.' ....I.: \ " ,,- .' •...,~1'f)-\..•'" ."'.",'.I"•_"~ ,,,~••fl'I •• -::'-. -'....". The Court is respectfully requested to determine proper distribution in this estate. C~un~;1 tor Accountant ~lt tijr Q.tnurt of Qrnmmnu J1tua nf lIu!i4iugtnu Cltnuuty ®rp4uua'aLnurt lllittiainu In the matter of the Audit of Account in J MARY D.TAGGART,Estate of t Deceased. TO THE AUDITING JUDGE: No.63 -70 -7999 Accountant.Enter·_~m~yL·,appearance for_-=-=:....::....~..::.:....~___.:....__ __l__day of.A----"-p_r_i_l ,19_71_ 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. ,--I f-0fh1t.f:....., 9 7I JWI ?4 P~1 3 ,7 RUSSE LL ]A /1,n!N0 REGISlEH OF WillS WASHINGTON CO..PA. No.63 -70 -7999 In re Audit of Account in Est:lJte of MARY D.TAGGART, Deceased. AUDIT 'rarripr fnr .i\ppraruurr FOR Accountant Jay W.Troutman Attorney ~2 J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN . -'~..,;;;:---...,..,-H------'-----..,.------'---------------------f------ ~' ORPHANS'COURT DIVISION THE HONORAB,LE P.VINCENT ,MARINO,Judge•<of the said Court,. .HEARING ON AUDIT' ,.~'.J'...- No.799 of 1970 ) ) ) ) ) ) ).r )Deceased. ESJDIFIiE OF, MARY D.TAGGART,a/k/a MARY E.TAGGART,a/kia' ~MRS.JAMES L.TAGGART,'z«>...I>-01ZZ11/II. ig C)z~BEFORE:«~ ;' Jay W.Troutman.Mr.Troutman? deceased.The Executrix is Ruth T.Lowry and the attorney.is other required papers in th.is estate.And the balance for distributi n Number 799 of 1970,the estate of Mary D.Tagg rt, Wednesday,May 19,1971,',at 10:00 o'clock A.M., EDST.~ JAY W.TROUT1V!AN,ESQ.,of Washington,Pa• repres enting the Ac'c ountant.'I•+, If the Court please,we have the Audit Petition a dMR.TROUTMAN: TIME: .,: U 0::I-~APPEARANCES: ...I«ij C:J., ~III ui 0::~II:oII.ri THE COURT: ~:JoU...Cu· ii:...o ",.. as as shown on the account is $10,761.28.In the will of the decedent the home real estate which was appraised at $12,000.00,is devise .'one third to th~son of the decedent,Lee Taggart,and two thirds to the daughter of the decedent,Ruth T.Lowry.Lee Taggart 2 recehled an 'advance distribution of $4"000,which is shown in the accountapapers.And I have an election to take in kind filed and j signed by Ruth T.Lowry to take her two thirds interest in kind.e;:. She,in effect,purchased the one third interest of her brother in x ," (AUDIT CLOSED The audit of this account is ordered closed qy the decedent's estate? -unpaid bills or no other problems and all taxes haye been paid. Is there anyone els e in Court interested in this,.-,;'. ~Court. ~!!! Q ...I~U Ci::I'~ :!. ~.THE COURT:....>to :0::0:... II 2~ez~THE COURT: Cl:~ , order to gef the full title and that's reflected.And there are no I ! I ) I /~ .i• .,. . I hereby certify that the proceedings and evidence are contained The foregoing record of the pr eedings upon the hearing of the uiII:~o ~~~II.~~ul1y.and accurately in the notes taken by me on the hea"ring of.the above..II:"8 'cause,and'that this copy is a correct transcript of the same• ...I~Uii:II.o'.• above caus~is hereby approved and directed to be filed. .;. .... " .bIll.:°11 1d ~."p~oj 2.0·.d',j v./j 'L.J .9.S1 oj 1('1 .\OJ .'1 10;<./ t· \.,.. ,/ i{" ~ "e1~i " '. C-,'c:::::X, "r·...,--.~~l ; -r:"o -0-.... ::x -J - ,.1 .......,.; 3VOO.l:;vd'lu grrn:'£9'r~_[1J if,.:o.l!'eLl 1I_,~.8J S:dUll ~nJ fH l;:;jB~IWJ:)B Dlld {.Uu1... .. . j.i j,..~ao£'11 :1;;':':i'fVJ ....81 'U"V::'asr~j 1St:j drs -,06013:':;.' -1"", \"".., ;,t.J ...~.'~::'~'_:4~"'\o,.~,..:.•,'~~~"j . ~l :j.!o";",·le0u_d8 ).BiJY~10.' + JL!J hI t::1"Jl.s:;J-""dJ flJG,J 82;f;jr,~--,~.6'lq G.d 10 CdC,:,;,'1 fc:f!ioJcnc,~.~r " •"i' ",,0 "j . (" '.j (, ~n t4t QInurt nf QInmmnn Jltu.a nf lIu.a4ingtnn QInunty. 'rnn.ayluuniu.(@rpqan.a·QInurt iitri.ainn ESTATE OF No.63-70-799 Mary D.Taggart,a/k/a Mary E. Taggart a/k/a Mrs.James L. Taggart,deceased In the matter of thle.e---:F::...;i::.:r::..:s=..t=--....::a::..:n.::.:d::-..F-:i:.:.n:.:a;..=l:..- Account of Ruth T.Lowery Executrix ADJUDICATION AND DECREE And now June ,t~,19--1l-,this matter came on f~r heari.n9, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the balalAce for distribution inithe hcnds of the Ac.countant.is deter~il~ed to be $10,7&1.2tj and the account is accordingly confIrmed;and It IS ordered, adjudged and decreed that the said balance be pcidout by the Accountant in accordance with .the schedule of distribution hereto attached and mace a part hereof,unless exceptions hereto be flied sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account~_$10,761.28 Balance'_$10,761.28 Deduct Clerk's Costs &Receiptsi....-I Attomey·..&I,I..!IB9J'1:....JL\1w~.-..:.LT;.z:r:.l.'OLLlnu;;tlllimlas~n 1 Russell Marino,Clerk O.C.costs in certifying real estate to recorder, $6,715.53 $14,715.53 diS-I·rOO • OO Redebi't -Advance on distribution prior to tribution by the Court, Ruth T.Lowry,daughter,specific devise of an und.ivided 2/3 interest in real estate as here- inbelow described,held in kind E.nd distributed as such at the epprais ed va.1ue,.?OOO.OO John Mazza,Recorder,costs recording certi- fication of real estate,and registering same, Lee Taggart,son,specific devise of an un- divided 1/3 interest in real estate as here- inbelow described,held in kind and distribu- .ted as such at the appra.ised va1u.,this un- divided interest being SUbject tc conveyance of record by Lee Taggart and his wife inWlich the undivided 1/3 interest hereir_devised wa.s conveyed to Ruth T.Lowry,the devisee of the remaining undivided 2/3 interest~credit to be taken by the accountant for funds in the amount of $4000.00 advanced prior to distribution by the Court,000.00 $2,715.53 '" -'\~'I •. 0 )1» ....~ G:' '.':J,{Z ty ..n .g:.9 0 0 v-t.~ c CD §,CD :::s 3 0 ~ 0 0_............. t"\ ....CD ,a ., t '~.......... 0 ......Ef ........ = :r .. CD ~& ~~~ t 'J'' (-I'. r . I ., ...;. J ( 1 .( I' .•1 ,,\ .' ,j ..~,t '. ., ~,''.<f,",'l\'" ,~,J 'r.. .. Lynn K.Lowry,grandchild,a minor,lega.cy of $500.00,funds to be deposited in the First National Bank and Trust Company at interest with neither the principal nor the income accruins'thereon to be with drawn unti~the minor reaches the age of 21 years or upon further·order of the Court,<500~00 $2,215.53 Gordon T.,LoWry,grandchild,e minor,legacy of $500.00;funds to be deposited in the First National bank &Tru~t Co.at interest,with neither the interest accruing nor the principal :thereof to be withdrawn until the minor reaches the age of 21y~ar~s or upon 'further order of the ,C.ourt :,'"" "~'1"•''';:_,.. $00.00 $1,715.53' f iLl ''[is ~r' $00.00 '$1,215.53', Beth Ann Taggart,grandchild,a.minor,legacy of $500.00,-with funds to be deposited in an inter~st bearing account in ,the-First National Bank and Trust Company with neither the in- teres t accruing nor t he principal :thereof to be withdrawn until the said minor'-reaches the age 21'years,or upon further o~der'of.the Court,'"+ 'l Le:~a'Taggart,grm dchild,a minor,<legacy of $500.00,with funds to be deposited in the First National Bank and Tru~t Company,at in- terest,with 'neither the interest accruing nor the principal thereon to be wi thdrawn unti1 the said minor reaches the age of 21 years or u~on further order of the Court,500-.00 $715.53 James L.Taggart,grandchild,a minor,legacy, of $500.00 with funds to be depo~ited in an interest bearing account in the First National Bank and Trust Company with neither theinterest accruing nor the principal thereof to be withdrawn until the minor reaches the age of.21 years,or upon further order of the Court,500.00 $215.53 Lee Taggart,son,1/2 residue, Ruth T.Lowry,daughter,1/2 residue,- 107.76 107.77 No balance REAL ESTATE TO BE CERTIFIED ro THE RECORDER OF ASHINGTC N COUNTY BY THE CLERK OF THE ORPHANS t COURT DIV SION Lots la~d out by James I •.Tagg~rt, ed 2/3 ~nterest; rest;aId grantor aforesa d,thus . •Lowry interests est of 1he devisor ed as,'IZ: d situaie in the Se- venth Ward of the City of Washington,Washingto County Pennsylvania, Me.ry lD.Tsgga'rt 'a/k/a Mary E.Taggart a/k/a Mrs devisor,to Ruth T.Lowry,devisee of an undivi to Lee Taggart,devisee of an undivided 1/3 int of same by dee-d recordered,to Ruth T.Lowry.as pla.cing the entire interest into the said Ruth represented being al+the right,title and inte in and to parcel of improved real esta,te descri ALL that certain lot or parcel of gro known a nd designated as Lot No.20 in a Plan Allison and Co.,sB.id Plan being recorded in th RecordE I''s Office ...~. j (r t I,''\'),.. '. f' ._[(' ,' ..I"r~'\,-.. ,. ~rr!~[~... f1"-;.,.zi"'+~\J~tr.:-;I l , ,f t·~...; ), .' -.i t,,..'\ ,t .,.', ,. " r +.....,.. .,I ,,.',1. ",ft-,"",I I'.\;, t, 1" ',j '0J ;~~:' •f'I."-,"'.\!;.-:i ~I • ".,~ , ,. .):'., ").... .),. ~.)C j* ~'.(.., ...~ r " ~') h I f.,t~)",~.","" i' ('(; II:"•..,t ~I -t't ... ",'",.1':f~& "').r...."'j ~'.1.1'".'., ". ..,...,'II h. r .,I " r"( {..' ,.,. ("'f.....•r't'1'( ....,'..,~, ;':"1,1"l ~ r ;I .,,::1 •r .~t r'~l'~ ..:." ...,'\ !:,(\rf'"lr~ (,\ I t I, ....!, " .I (."I ,\.; ,...I I.' ,< " ), ;,) ''"'0. ('. '.'•.'('r,.-----'!","'r "t· :, ,'-. ,..'/. '\r .1."'~j ·",f· ,~, " -i ~..,.~\'r ,.~_.~~,:j 1 .•t r " f}) :(":.t.l"....r tor t' .\. ,) I,l·L" ",<fL, .,~.',., I· ,if'! ;• I ~ ·f .-'I.•".;~-•.'.~")...."',.f ,.1-,•'. r .'~."'.......'J l"!,' ~,J',) , ...--..'" 110,and enue and shingto , rame ho se and garage, of Washington County,Pennsylvania,in bounded on the North by Lot No.21;on the Sou h by Lot No.19 in said Plan;on the East by Alley I~AIt;on the Test by efferson Avenue.Being 50 feet in front of the said Je extending back of same uniform width 150 feet to Alley tA It ,and _having e.rected on this real .estat~.,a .two known and designated as 510Jeffer~on Avenue, I Pepnsy1vania,• " .~l,..·;. •;J CERTIFIED TO RECORDER:~ULY 1,1971 ..... Ii ·.' I I "f 1,-".., ·f I t":, .! ~~ ,...' r.. ,'.. .; -t .'~. ". <.:. {. No,---- ~t' ~In the matterof the ': Account of ~-; F Il E'8s t 7I JUH ')4 rtt 3 I~ RUSSEL:.:J:;;";,iNO REGrSTER 0 F rIl f..l S WASHINGTON CO,.PA, :-...:~.r : <: .....w"-~. .' c, -..,t \-~t .... ...- '.I ....,.• ,., "~. ........'. . e ~.,~\"S (\)\" ~a COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANE.'COURT DIVISION J IN RE:ESTATE OF MARY D.TAGGART~ DECEASED. ), ), ) ) ) No.63 -70 -799\ L ELECTION TO TAKE"IN KIND I,RUTH T.LOWRY.devisee of a two-thirds interest in a house and lot at 510 Jefferson Avenue,Washington,Pennsylvania,under the Will of Mary D.Taggart,-alEo known as Mary E.Taggart,hereby elect to take and receive in kind my said two-thirds interest in said real estate at the appraised value of $8,0,00.00 more particularly bounded and described ALL that certain lot or parcel of ground situate in the Seventh Ward of the City of Washington,W-3.shington County,Pennsylvania,known and designated as Lot No.2C in a Plan of Lots laid out by Allison and Co.,s'aid Pla~:being re"corded 'in~the Recorder's -Office of .'~Washington County,Pennsyh;ania>in pian Boo'k 2,'Page 110,and bounded on the North by Lot ~o.21;on the South by Lot No.19 in said Plan;on the East by All~y "A";on the West by Jefferl?on Avenue. Being 50 feet in front on'the'said Jefferson Avenue and extending back of same'unif~rm widtli'150-feet to Alley "A",and having erected on this real estate a two story frame house and garage,known and. designated as 510 Jefferson l.v~nue,Washington,Pennsylvania. ,b /II , }, I ",;-.,,-'-It,',l - I J\I .'.l' ",:,I~,:.~'! .I I,.~.,T ~~f I' I ,..........'7.-Ic_,, .1 I ,-I 1 ,j'~_D (, v.,. 1 .\1:J 1 J r J 1: j.l v _.t~ 11 ,J 1 ,,i t,.':J f~('"'.~,~ ~::..t,''t':r!'u,," !. .' J _ ~"-,.r J .,,,~ ~~,.,(~ j ,, ,.',-;\j. ,. " l ::,~~i ~.~(. .........:\.~)l,"'~.•j ", ,""~,. .. ·.,l,j,i ~ .\..t J\ .:.\ ".J "." " 'I R C C-43 (5-65) , COMMONW~A'LTH~FPENNSYLVANIA RfCffVFU DEPARTMENT OF REVENUE 1':0 8.u~Ei.d.l fJr HARRlSBURG -UNTfc.DlLEI."IONS SEP /~3 14 PH '70 J~ >I '%t.t 5"9,.:I.:L 5/'0 :2fJ~.-:. NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26·S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvcnia Inheritance and Estate Tax Act of 1961, we herewith su~mit the following report: NAME OF REPORTING· FINAN CIALINSTITUtiON __FIil..J'i....'w·~......t-.llNJS.......tii:JllOoil&lnlii,al......-&:SIi;f;,a.up;q:kio--4A,....;j'~·l!'~li.it....·•-li:iQ,g.,Q.iIr----- ADDRESS $10 ,Jette.on Am.'V~...,Pa.1$301 DATE OF DEATH Anguet,9,·19"10 SURVIVING DEPOSITOR, BEN EFIC IARY OR INVESTOR --:;Le::::.::e~Ga::;:1:&7··_.'=:::a:;s;Suaga;:;::"I't::,..::;,.._ RELATIONSHIP TO DECEDENT_-oIM!\1lIi;~lit(ji·.~WoIl.'~'i:----_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ...I'iUiTlIJillill-.~,...Uliili··..,...lu9:lii1.69z..-·..;:.v _ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $__.....'~$8lU1lt_aa_··_~~ Signature ilee Pr$s!Mnt TITLE .'..; Date:__I_e~p~t....;.em....;.-ib.:...:e:...::r_....;.21::::....·.·.~...::;1:..;;,.9..:...10;;;..,·_ County W_&8_h_i_n-::&:..;.t_o_D _ OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT ...ND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION WASHINGTON.PENNSnVANIA TO:LEE MRY TACOART 604 MARYlAND AVENUE County File No._ Bureau File No._ We have received 'noticethat,UX¥DliDXUU\'IIXIXWXXXXXIXXXXXX XXXXXXXXXX on Aupst $)19....1Q,you came into ownership of certain property througlUpU4~ transfe..trcun,DIX MARY D.TAOGART,deceased. •RCC-134 (1-691'-"-"- COMMONWEALTH'OF PENNSYLVANIA DEPARTMENT OF REVENUE _!!UREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The proE~rty .on which tax is hereby assessed consi-stsof:Jt•.SQvlagaAeeount 106.701,held in the FIRST NATIONAL BANK ~TRUST COMPANY,WASHINGTON OFFICE,WASHINGTON t PENNlYtVANXA.III the namel of MARY D.or LEE OARY TAGCART.Opened,7.11.69. Balance as of date of death,$65&.22. appraised by the Commonwealth,as of the date of deCl'th,at $__6_5_8_._2_2_·_ lOG %of this amount is taxable at the rate o~6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEB_I~~"-- NET TAXABLE AMOUNT $_....::..65.:::...;;·8:...,:.e.:::::.;22=--·_.__$-------- AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Nov.9 19 70 you may deduct a discount of 5%of the amount of tax due,or 1.97 o This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of*_ 19__in the amount of *If the tax is not paid by the above date additionall interest is due at the rate of 6%per annum until paid CTION>TO TAXPAYERS (Agent for the Commonwealth) $-================$ ASSESSED BY:_ TOTAL AMOUNT DUE()}~~ APPRAISED BY:_\bV~=---'-J.,~~ae=-===(..::::;:..."~-~ Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: If you have already paid this tax to an executor,administrator,attorney or other personal representative of the __- decedent for forwarding to the Commonwealth,list below the dllte-paid,name and address of the perSon to \itiOm' you made payment,their official title and the amount. Date ~aid Name and Address of Payee Offidal Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and :) 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requIred) COMMONWEALTH OF PENNSYLVANIA) COUNTY OE _ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. Si gnature of Taxpayer REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $.. Date of Approval:_ Register of Wi lis J77,,9,,70 COMMONWEAlTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUR~AU OF COUNTY COLLECTIONS COUNTY OF .WA.$~.r.N.G'r.QN .. Form RCC-33 ltESIDf,:NT DECEDENT IMPORTANT:This return must be completed ~n detail and filed in duplicate,with will attached,with the Register of Wills of tl1e Co~nty where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of ._th~.Inl).l:lritance.~n!iEstate.'I,'a.JC A,ct of 19,E1.) __MA!tX'_~~:;~~;~:::';~~O~-_.-c"'o"':'t"y"'}=::: Late of w.9:.§hJp.gton,..W.<;tSp.ingt<:>.~,. ~x state of p.S)nn$ylY9:nJ~:..}ss:County of ....We:t~hJ!.l:g~g!:l:. ..................................,..:R.YT.U,..J.P.:I.::!.QJYRX .. of the estate of the above-n~JllFd ~ecedent being duly sworn.deposeS and sayS Eueutor Decedent.djed.............................!.\~g:t.l.I:l.~. (Month) Name and address of attorney or} other authorized representative to. whom all correspondence should be mailed. .....................,~,19 ?,Q r testate 'leaVing a last will.copy of which is hereto attached.} (nay)..(Y""r)l ilQ~~ .:rayW~,T:rqut:m:3,J;1................................... 316.Washington..Trust..Bldg...Wash.ingtQn.Penns.ylvani.a .. That as such ~~~.Q)J.tQ.:r.,r••••••••de:ppnent is fam:liar with the affairs of said estate and the property con- (Ex"cutor·Admini8trutor) stituting the assets thereof and their fair m~rket value. That at the time of death there was no safe dE:ppgit bc)x 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 follqwing;,.,..... NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of saId sa,fe depqsit box (.r boxes are i temi zed under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attac\1ed hereto an!!made Iart hereof sets forth full v and in'detail all the real property in the CommonwealthQf Pennsylvania of ~hich decedent died having an interest therein.It also sets forth the mortgage enc~brances upon each p~rcel of real property at the date of death,giving the amount still due at death,nil-me Of mort;gagee,dEte,rate of interest,and book and page of record thereof.It also sets forth in tqe columns providec therefore the assessed valuation of each of said parcels,the estimated market vah-!-e thel'eof 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 sit1,lated Qwned by the q,ecedent at the time of death;all moneys left by the"decedEmt 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 :"'nstitutions,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 case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treas~ry certificates or notes and other;evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or ag~eement they are designated as tax free,of the United States,or any state,or political subdivision thereof,.,or of any foreign countrY,whicl1 are own~d 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 qr nature,left by decedent,together with the fairly estimated market value thereof;all bonds and morti;:8ges 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 natu~e,With interest thereon,if any,giving the face value and estimated fair mal'ket value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reaSons for such depreciation'as to each item;all moneys payable to the estate from life insur!l-nce polici'el)cBrl'l'ied by decedent;all annuity and endowment contracts the proceeds of which were payable upon the q,eath of the Qecedent;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 securif:;iesowned 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 l;msiness 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 trans'fers.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 COllY of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said schedule a list of all property,real and personal,with its value,which 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 wil,l,deed,or other instrument of another, with a copy of the instrument creating s~ch 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 instrtwents effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of death;taxes accru~d 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","C","E",and "F"a.s directed therein,· have been carried forward and properly registered in the Summary. ~~. ..............................................~A..../........~.~~~~ (ExeC1Ltor-,~Miiiaxot.~ ...~§.?.L,l ~r~H~.r..§.Qg ...AY..~.,. (Street Number) ...w..§:.f3.ttt.~g~.?~.~?~.~~.~.y.~y..~~.~~~.?.~.9..1.. (City or Town and State) d~Subscribed and sworn to before me this if . CLA:1i.\M.'fHGUTf'd/H'~r r;i;}T;~:r(f-'USLH; WASHINGTON.Wi\Sii:NSIDN GJ!JNTY MY COMrvliSSION EXPIRES FE9.5,197$ Member,Pennsy!~'ani8.r\S~i)c::~Uon of ~,IotadesNOTE: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 a.bove-directed. ................;.............................day of ::M.i?:r.G.b.::.J~19..7J . . RCC-34 (1-64!,, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY l 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 liE".Property hl"ld by thede.cedent as tenant in common with another or others,should .be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. /:2{000.00 (3)/ DEPARTMENT VALUATION CAUTION (Do not write In this spoce) J'3/,,25(J CJD (2) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (1)The real property located In the Commo!"wealth of Pennsylvania should ~e described by lot and block number,~treet and street number,together wl·h a general description of the property,with a reference to the record of t~ conveyance by which the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at deat!' of decedent.Taxes,assessments,acc~ued Interest on mortgages,etc.,a'e to be listed on Schedule "FlO and must not be deducted from this schedu(.e. 2 Story frame house and lot,510 Jefferson Ave.,4,330.00 Washington,Pa.For chain of title see Deed Book 1050,page 95.James L.Taggart died July 23, 1969.whereupon complete title became vested in his wife.Mary E.Taggart.also known as Mary D. Taggart. One-half interest in 2 story frame house and lot,~ 604 Maryland Ave.•Washington,Pa.For chain of title see Deed Book 1243.page 1128.to Lee G.of complete Taggart and Darlene R.Taggart.his wife.James L.interest) Taggart and Mary D.Taggart,.his wife. James L.Taggart died on July 23.1969.whereu.?on a one-half interest in said real estate became I vested in Mary D.Taggart. .Lee G.Taggart and Darlene R.Taggart,his wife. are son and daughter-in-law of Mary D.Taggart. the decedent.Both parcels of real estate above set forth were subject to a mortgage encumbrance in favor of First National Bank &Trust Company of Fredericktown.Pa••dated August 29.1966.and recorded in Mortgage Book 685.page 54.for the principal sum of $7500.00 with interest at 6%and the balance due on the date of death on decedent!s one-half interest was $2586.13,The full market value of decedent!s real estate is shown in Colum~ 2 and decedent!s mortgage obligation and all other debts and deductions are shown on Form RCC-10 filed herewith. Insert this total opposite "real property",Schedule "A"in th~X X X X X liAs Reported"column on the last page of this return. 15.250.00 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL FROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible persona~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 ~hat they are not of the administered estate. Tangible personal property should be listec.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 u~der 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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION No...-List and describe fully VALUE MARKE1'VALUE (Do not write in this space) 1.Savings Account -First National Bank &Trust ~~~.jr S,jto 6.;11"Co.-TB-06-702 5,466.28 I•~2.Savings Account -First National Bank &Trust Co.-6944 CiJ</r 1,156.36,I IS~.3~ I 3.Checking Account -Pittsburgh National Bank «/~,190.03 .;9 0 .63 4.Household Furnishings ~,4,3 376.50 3?/;.S-O 5.1 -1948 Dodge Truck ,*/~1 65.00 ~S-.OtJ 6.Electrolux Bonus 4/r~575.73 e:5I)S ?J , . Insert this total opposite "Personal Property",Schedule "Bft in X X 7,829.90 1)/r:J 9.90the"As Reported"column on the last page of this return. Rcc-"36· co\r\tO\"\'E,\LTH OF PENNSYLVANIA. T1L\SSFER INRE1UTANCE TAX RESIDE~T DECEDENT SCHEDULE "c" TRANSFERS (1)Dirl rlecedent,within two years ofrleath,make any t~ansfer of any material part of his estate,without receiving a valuable and adequate consideration th~refor?(Answer yes or no)~O. (2)Did rlecerlent,within two years of rleath,transfe~property from himself to himself and another or others (inclurling a spouse)in joint ownership?(.mswer yes or no)~O. (3)If the answer to (1)or (2)above is in the affirm.ltive state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in·his lifetime,make any transfer 0:'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)~~~O~.~_ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer witt.out receiving a valuable and adequate consideration therefor unrler 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 eni~yment of or the right to income from the property transferred? (Answer yes or no)__l~O~._ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)_t~~~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)~O. (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserverl power to alter,amend,or revoke,or which cOllld revert to rlecedent 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,w~s 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 sUPI·orterl.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 detailei statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALUE (EsUmated) DEPT.VALUATION (Dept.Only) [nsp.rt this total opposite "Transfers",Schedule "C"in ~he "As Reported"column on the last page of this return. 000.00 -I ReC-38 COMMONWEALTH OF PENNSYLVANIA TnAN~FER INHERITANCE TAX P.F.SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIOKS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,stan:ling in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated lmder 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 valuatior:column.Personal property Should be listed as in Schedule "B",plus date of acquisition,and the name"address and relationship (if any)of co-~wners to the decedent. Description of Property,Date of Acquisition,Name I Unit percentage Estate Address and Relationship of Co-Owners,and Place !V~lue Share Valuation of Record of Instrument,where Real Estate.I DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 50.48 658.22 ~o.<jf 1.Checking Account -First National Bank &~}~,189.40 Trust Co.,in names of Mrs.James L.I I Taggart and her daughter,Ruth T.Lo.wr!'()~ Full value reported.--1--~B h/J.........\.1 ....~v,/)/fj 2.Savings Account -First National Bank &~~_II~' Trust Co.No.TB-06-701 in names of .I~' decedent or her son,Lee Gary Taggart./VII Full value reported.G v 'ItG 3.Savings Account in Pittsburgh National Bank in name of decedent and daughter,Ruth T. Lowry. Full value reported. I I ' i OTAL -1,898.10 Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. ,~r,.~ '\RCC-37 ,(12-63~ COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ( 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 -~, Ruth T.Lowry Daughter ~_~af.L~ri,J Sui Juris qp::~:JJ,alf of residue plus 2524 Jefferson Ave.-two-thirds of home at Washinoton Pa 510 Jefferson Ave., Wa-"Pa Lee Gary Taggart Son Yes Sui Juris One-half of residue plus 604 M::lrv1::mrl AVf>one-third of home at W::l~hinp'ton Pa 510 Jefferson Ave.~ Washin2ton Pa Beth Ann Ta!J!Jart Granddau!Jhter Yes Minor $500.00 Le!Jacv 604 Maryland Ave. Washin2ton Pa, Lisa Ta!J!Jart Granddau!Jhter Yes i Minorl~..$500.00 Le!Jacv 604 Marvland Ave. Washington,Pa, James L TaP'P'art Grandson Yes Minor JI;!100 00 T .P O"!:\('v 604 Maryland Ave. Washin!Jton Pa, Lynn K.Lowry Granddaughter Yes Minor $500.00 Le!Jacy 2524 Jefferson Ave. Washington,Pa. Gord6n T.Lowry Grandson Yes Minor $500.00 Le!Jacy 2524 Jefferson Ave. Washington Pa Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE :\IATTEn OF TilE APPRAISEMENT (Executor-Administrator must complete "As Reported"column #1.) -------------- Will .~No.~3OOltOOKX~ Dl THE OF THE ESTATE OF Year . CJ...otiltil..., ~~0"'(b trltil....~(l) ...,'"t:l ~ ...(l)(l)~...~::3 til ..... til 0......::3 '"t:l(l)~... ....- 0til":l~(l)........g ~ ~~'< .. MARXP"TAGOAR'r Deceased Late ofWCi$h~IlgtQIl. County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL t--..,. :(, :1"'::enc::~ ~>-~~rn.~~-.>-<::n W en W:FT ?'"~?'" :tJ ci ~;>•:-"'-"--<iF.>-<iF.>-<h ~~~ I:V :~--.. i:J::>.:1--'-;-J ;01 >-...,.,. '"tilco:CP :0 :0::>:t\:) -J :co :0 :t\:):01 ~..-...:(l)0::>bo :0 :co :o~......'...:.0-- 0 ~:0 :co :0 .... 0 :0 ;0 0 0;;;-:c... -<iF.>~-<h-<iF.>-<iF.>-<iF.> JAY w.TROUTMAN~ATTORNEY' .L-,t't- ~~N.\) ~ ,;,.""- .~:"<:1 ~~. ~.~ >-.;.,,>--'" '<"-.16\0.'-1 (t~:.~itt";9-J.3- :--0:5':..\:}r. 'C):'~.t;:y .~ " RC C-Bl (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF comrv COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING JF APPRAISEMENT Ruth T.Lowry (Executor~ IN YOUR REPLY PLEAIE REFER TO 38-95-1 In F:e:Estate 0 f __---'Ma~ry~~D::.;J",'.l..--::~~a:QgGgl;!a:!o..rt~...!a-!:J./~ki:l./~a!:..----- _____----JWwa4is;u.b.lolj...L.n~g±.....,c\"jQ.IJon-----County -File No.63-70-799 Dear Mrs.Lowry, You are hereby notified that the ~or~~~·g~1n~·~a~l~_ appraisemeLt in the estate of Mary U,Taggart has been filed in the office of the Register of Wills qf Washington County on Apri16 ,1971.S3id appraisement reflects the folloWing valuations: Jt.Held Re alEstate ---'1.....5,1-!2=-~~,O~'LlO~OoL-_ Personal PropertY_~7+,~8~?~9~.~9Q~__ ~:...-....=1::.J.,.::::.89.:;:'8;2•.:=,10::=....-_ Tota1 ---<52~4lo.fl.....9t..,;'7..l.8La,J,OQ~Q:....------ As to such tax that is paid within three months from date of death,a five (5%)percent discount is ~llowable.As to any tax that remains unFaid after one year from date of death,interest at the rate of six (6%~percent per annum is chargej. ft.ny party in interest who is ~ggrieved by an appraisement may appeal therefrom as provided by law. Dat e A."",p:..::cr.;;:;i=1,-6.::..z-,..=1=--'9'-"7..::1=---__ DATE OF DEATH:August 9,1970 Note:This is not a bill. ritle AlFRED TOSI,APPRAISE!{I \ :cttlllt:: COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Taggart (Last Name) Mary (First Name) D• (Initial) a/k/a DATE OF DEATH 8-9-70 FILE NO.63-70-799 REPORT OF INHERITAro.;CE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser i-l 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 rig:tt in Schedules "A","B","C",and "E". Dated:__----=A=p=r.=i=1----=6:::...2z........=1::.£9..!.,;71=---__~y~.,)L.iNHRiTANCE TAX APPRAISEFr -7 . 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 ty deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedul~"F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E} TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or VALUE AS REAPPRAISED $-------+-- CO~PUTATIONOF TAX :::::::::::::,==== FOR USE OF REGISTER ONLY Tax on $-----------tf---2% Tax on $----------If--.W Tax on $----------If--5% Tax on $10% Tax on $15% Exemptions * Total Estate --'-__ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death $--------+--- $--------11--- $--------1--- $-------4-- $-------4-- $..L....__ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE $~ Add interest a\~ate of 6%from $----JL AMOUNT OF ESTATE TAX ASSESSED $------IL- Estate tax paid $--JL- BALANCE DUE $------~~ Add interest at rate of 6%from t= -------lto-----$-----~, TOTAL TAX BALANCE $--------IPAID$-.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 Administration !No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF )1M¥Il~,:[,A@A,li.'J:'.. Deceased Late of County of WASHINGTON.............. .WASHINGTON. Commonwealth of Pennsylvania REPORT AND APPRAISAL #- .....L. Fonn RCC-2 \, -<;~TM'ENT OF REVENUE 'B~OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT I DATE A.pri1 6.,19.7~1 COUNTY ..Wa.shingt.Qn .. FILE NO...~.?::;7..9:::7.??.. Whereas,Mar.y.D.T.aggar.t a/k/a late of Y!.~.f?.h.~g,t,.<:>~. in the County of Washingt.on Commonwealth of Pennsylvania,having died on the nmt.h day of !.\~~?~19 .?.~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Comnunwealth of Pennsylvania; Therefore,I,A..¥.~.~TQ~J ,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 transfer:'ed 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 illterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles $ REALTY: See copy of schedule "A"attached to appraisement 15,250 00 PERSONAL: See copy of schedule "B"attached to appraisement 7,829 90 JT.HELD: See copy of schedule "E"attached to appra:i3ement 1,898 10 i--- total 24.978 00 Having been duly sworn according ~o law,I do h~reby certify that e above ~ppraisement is made in con- formity with law on this ~day of .2.7"~~~:-:ri::... Ap(r;is;;-',.no. .::.-:::.:::.:.:::..:..:.::::Z]~:::::::::::.:::,;~~~~.. ..Washington...:(ounty r""f\......i._~.,..li ~r l __,"JI RESIDENT INHERITANCE TAX APPR.J~Ek~i-l 'j:\r··'··,?i;.!I7 Estate of ru :::;~:r L ';:.n;fW t'..'"I ,.,'1"~~,~.""IU IL'L('f'\C.l;i;.)t..n V ~-\t ....) M<>ry P:T.aggart a!k!a..····!·',·1,..l.,··l:i··1 ••,;-I",0.~I (''Ul f)APP•••·..•••••••••DJcelddd.111 ",,{v.,. Late of ......~Cl~.!::~?~.?~. Date of Death,$~.9~.7.O'. Appraisemel!t Docket Vol.,.3.8 .. Page,9~:::I:.No 9.2.-=7.9::7.9.9 .. Filed in Register's Office,J.tP:t:.:iJ.:f>19 7.+. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement,. Appeal f,.om Appraisement,.. Entered and charged,.I -/ AND AGENT OF THE COMMONWIilALTH ,Register of Wills.Age ""uon,",mow"'".i THE SUM OF $..~?~....<. 6--2 J-7j PPROVED ~... G~-71J-7C)9 "".STATEMENT ':IF DEBTS AND DEDUCTIONS COUNTY "OFFICE OF THE REGISTER OF WILLS OF WASHINGTON Form RC C·lO '* ESTATE OF MARY D.TAGGART LATE OF Washington,Washington County,Pa. DATE OF FILING APPRAISEMENT _M__a_r_c_h_--::,_1_9_7_1_DAT5 OF DEATH --=.A=..u;:.gCl.u;:;s;::.t;:.....;;.9.....,-=.1.;:;.9..:..70-=--_ DATE NO.OF NAM"OF PAYEE REMARKS AMOUNT VOUCH"" Aug.1970 Register of Wills Letters Testamentary ..~21 50 Aug.1970 Observer Publishing Co.Advertising Letters 14 00 Aug.1970 Washington County Reports Advertising Letters 14 00 Sept.1970 Register of Wills Short Certificates (3)3 00 Sept.1970 Columbia Gas of Pennsylvania Gas Bill 6 87 Sept.1970 Citizens Water Co.Water Bill 11 93 Sept.1970 Washington Hospital Hospital Bill 58 50 Sept.1970 Bell Telephone Co.Telephone Bill 15 51 Sept.1970 Abel Funeral Home Funeral Services 1035 00 Sent.1970 First National Bank &Trust Co.Estate Check Book 4 06 Nov.1970 Washin~ton Countv Motor Club Truck Title Transfer 8 00 Dec.1970 Albert H.Devore ,Appraisal 25 00 Dec.1970 Recorder of Deeds Transfer Stamps on Deed 65 00 Dec.1970 First National Bank &Trust Co.I One-half mort~age loan on 2586 13decedent's rea estate Dec.1970 First National Bank &Trust Co.Personal Loan of decedent 1324 05 Dec.1970 Bernard Berman,M.D.I Medical Services 65 64 Dec.1970 Visitine-Nursine-Association Nursine:Services 7 20 Dec.1970 Ruth T.Lowry Executor's Commission 1200 00 Jan.1971 Jay W.Troutman Attorney for Estate 1200 00 Jan.~971 Jay W.Troutman ~fce~a{i1?'1,ax rJ;tu~p'linclud~i,~nn nnd c ar Fe era rnl"nTYlIill [~ Returns and checking title reCOI ds - Mar.1971 Register of Wills Filing Inventory 3 00 Mar.1971 C.M.Troutman Notary Public Fees 7 00 Mar.1971 ReRister of Wills J ~Filing:Account 16 00 ('tf1,,/··>f-~R/J·J/?~/~tlt.v~~/4;Vf rfIYe,'I <;'-1~-.,v .10 TOTAL ......--.:7vJ.,);:1 COMMONWEALTH OF PENNSYLVANIA } WASHINGTON 58:COUNTY OF -=-==:'::'::"'-=-----.,.---=-= I.RUTH T.LOWRY, Form RC C·lO •~~FFICE OF THE,.'REGISTER OF W'LLS OF WASHINGTON COUNTY AND AGENT OF THE COMMONWEALTH ~3-10-711 STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN CCo;zlr THE SUM OF $C .. ESTATE OF MARY D.TAGGART LATE OF Washington,Washington County,Pa. DATE OF FIL'NG APPRAISEMENT _M_a_r_c_h__~_1_9_7_1_DAT1iOF DEATH --::.A=-u::.gu=::;,st.:..·....:9:..l.,--=1....:9...:.7....:0~_ COMMONWEALTH OF PENNSYLVANIA } WASHINGTON 8S:COUNTY OF ~=~-=--~ I.RUTH T.LOWRY.HEREBY CERTIFY,THAT.TO THE BE.r OF I\4Y KNOWLI!:DGE AND BELIEF,THI!:FOREGOING IS AJUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENse OJ" ADMINISTRATION SUBMITTED TO THE ESTATE OF Mary D.Taggart.DECEASED.A8 DEDUCTIONS POR 'NN'.'TANC''AX PU."""ES.d"'-~4:,~'L.S.' SWORN AND SUBSCRIBED BEFORE ME THIS /L DAY OP'Ruth T.Lowry March 18 71?t h~:;'-'--t.,~1rE:i'~ff--,r<L.~ DATE NO.OF NAMIL OF PAYEE J REMARKS AMOUNTVOUCH"" ; Aug.1970 Register of Wills ]Letters Testamentary ..21 50... Aug.1970 Observer Publishing Co.j Advertising Letters 14 00 Aug.1970 Washington County Reports 1 Advertising Letters 14 00 Sept.1970 Register of Wills Short Certificates (3)3 00 Sept.1970 Columbia Gas of Pennsylvania Gas Bill 6 87 Sept.1970 Citizens Water Co.Water Bill 11 93 Sept.1970 Washington Hospital Hospital Bill 58 50 Sept.1970 Bell Telephone Co.Telephone Bill 15 51 Sept.1970 Abel Funeral Home Funeral Services 1035 00 Sent.1970 First National Bank &Trust Co.Estate Check Book 4 lOR Nov.1970 Washington Countv Motor Club Truck Title Transfer 8 00 Dec.1970 Albert H.Devore Appraisal 25 00 Dec.1970 Recorder of Deeds Transfer Stamps on Deed 65 00 Dec.1970 First National Bank &Trust Co.!One-half mort~age loan on 2586 13decedent's rea estate Dec.1970 First National Bank &Trust Co.I Personal Loan of decedent 1324 05 Dec.1970 Bernard Berman,M.D.Medical Services 65 64 Dec.1970 Visiting Nursing Association Nursing Services 7 20 Dec.1970 Ruth T.Lowry Executor's Commission 1200 00 Jan.971 Jay W.Troutman Attorney for Estate 1200 00 Jan.971 JavW.Troutman Preparing tax returns including Q()()I()()Fiduciary &Federal Income Tci" Returns and checking title records - Mar.1971 Register of Wills Filing Inventory 3 00 Mar.1971 C.M.Troutman Notary Public Fees 7 00 Mar.1971 Register of Wills Filing Account 16 00 (\.....'+~.Ld';/I>vi--~h itJ()IJ~~/~1!j~<-IS'75', I l F TOTAL l7991 3'9 ) ~ \ '.}" 1"'"1'"1e~~J t;';':~ ,, ,.,. ... IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. In the matter of :bhe Audit of Account filed in the Estate of 9-'10 38-95-1Docket ) I ....of death \rio.__799 of 197...::0 Term,19__•A.A. )Deceased Mary D.Taggart TO THE AUDITING JUDGE: Enter my 'appearance for the Commonweal'th of PennsylViania,cla:ming tl'ansfer inheritance tax in the above estate,as follows: DR. To appraised Vialue of Estate:Realty_~______...$--:/_-.$-/-:_r:1_-5=-.--_O-::..'__O_C)_ I Additioool .,,.~pe,Ao<ou:~':;:~-~~x-~~-~::/i-:i.M~:==;~~d:=:t;;~~:;:;::;~f:,;:::;9~;(:::?~::!.~~::~=/~.~b~~O:~==_ A:ldrnona,l Assets per Audit,Subject to llax ---..-----------.------------------------------------------------..------------------/'.f _ $--------- $--- CALCULATION TOT!L DEDUCTIONS,$ $----~~ $------7~ $---,l~-- $-~--- $---.!.------ GROSS VALUE ..-.$,_---.-:;(=-=--_~~'--~-L?--:~~~_"_O__rJ__ ., ~?7 1 y NOTE:The followiIIJg credits claimed in I held not deductible a<s against the , I I YU Grm-s V2JIue n___t.-4 l'i fI ,~ LeSE Deductions 'd-tJ r;7,I 'I Tax-cl~n'qVo,-d:t:t~ ----(i\-- Additional Debts and Expenses per Audit CR. Debts and Expenses per Account;see Note $ Tax-1_--_a~e ( 15%).__ TAX PAID ON ACCOUNT 7-;)3-Jo $It ()(>().0 () tJ $__S~.Jl..t.•.Ji'i:'~3:.--. $~()~'~.t-J "i$._------ Total Tax _..$_!()!G,r_4 J ~, :=_.p~:::~~d:=::::~_=_-==_::--:::;:::t $------- $------- Interest__}Ts.__mJs days @ __%-------------$_ TOTAL TAX AND INTERESr DUE ..$__ . / i No._________Term,19 __,A.A ESTATE OF Deceased ..... \ PRAECIPE FOR APPEARANCE FOR COMMONWEALTH OF PENNSYLVANIA ~5 r PRESENT RECEIPT WHE~LIFTING INSTRUMENT Washington,Pa.,19 . N9 2898 o RECORDER'S OFFICE RECEIVED OF If..~nJ...~. Pap'"Ct:;:lfJ~N....i.jr.~~O...tob,_,dod in the Recorder's Office of Washington County,Penna.Parties named below. Fees •••••••••$••~g..~-: State Tax $~.~~ Certificate and Seal $~.:~~ Registration Fee • •$.....••...•.••••.••••••••. Satisfaction ••••••$. Total ......•$;].A.:1...s:.. State Realty Tax..$. r ~3-7()-799 '1\ffibautt (@f iExerutnr (@r 1\bmintstratnr ...,..... ~tutr of 'rnnaglnuniu,t 1l!i:"• Qlounty of lIua4ingtDn \ Personally before me,the undersigfled authoritY'.a ~.?~~.:!.::~~~~.:.in and for said RUTH T.~OWRY .County and State,appeared _who,beIng duly sworn accordi¥to law,deposes and says that 8he is the executor 1SfCm~of the estate of ....~.~.:.!...~~~.~~~.:~!.;:deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and 'personal estate of ~.~~!..~.:~.~~~~.:.~:, deceased,except real estate outside the Commonweal~h of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedu:.es 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'~NiJiJ.al:~....~......,.-"- Swo.rn a.nd .subscribed before me this..i.~............l JiO /)tLMa~bt·,·71 ~, day 0~:..~:7.~:.=.;:Jj 19:L :-J ..·E~~~~~~r~t{.. ..r~..~k.'!4:it>t?lry..~1Ync-."=:7.;;;~d~,.. My Commission Expires:ADDITIONAL INSTRUCTIONS . Washington,W ashin~ton CQunty,Pa..h h f . f al . :1.An mventtrry must berlIea wIthm tree mont sater appomtment 0 person 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 S:c.5.2,72 P.S.4844.2 lJrturutnrg attll i\ppraisrmrut of the goods and chattels,rights and credits which .Mary D.Taggart -Washington,,were .of·· ·..· · ·..· ·Jate of . Washington County,Pa.,taken and made in conformity with the above affidavit. REALTY: 2 Story frame house and lot,510 Jefferson Ave.,Washington,Pat 1/2 Interest in 2 story frame house and lot,604 Maryland Ave.,..Washington,Pa. PERSONALTY: Savings Account -First National Bank &Trus1 Co.-TB-06-702 Savings Account -First National Bank &Trust Co.-6944 DOLLARS 12,000 00 3,250 00 5,466 28 1,156 36 CENTS Checking Account -Pittsburgh National Bank Household Furnishings 1 -1948 Dodge Truck Electrolux.Bonus TOTAL 190 03 376 50 65 00 575 73 23,079 90 , ·. " ~~~~ ~....1::1~ l::l ~~ V)~ ~.: ~~~<;;' 0 '1l ~~'1l~....~ Fl-J l·... .-3 t .., 0s::t.n.... I\)S $»C7J::s..