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HomeMy WebLinkAboutOC1970-0821 - ESTATE OF SMITHTestate Form. PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY J-' Estate of Q.~.LYI $.MJIH.,---, Deceased No ~.7.Q.:_.~.?l A.A. Fiduciary..W.tl.1Jam ...J.J'.Mc.Ca.1.1.i.s..t.e.r..,5.r..• .....................................................~~.~~.l:J.~.9.r.. ~~~~~~ Decedent's death y.u.1.Y.Z.9..,.1.9.1.0 Grant of Leltters A.u.gu.s.t 2A.~.J.9.lQ . This is the...f..i..r.S-.'t ,gJUL.f..i.na.L account filed in this estate If there have been former accounts filed in this estate,list file number or number and term . .....nD.ne . Election to take Date Election Place of; Under or Against will.(cross out one)Filed ::.':'.::Record -:.~.-:. Name of surviving spouse R.~.f.~.~~.D.t..~.~.?~~.tg.9.W . List issue,where material:.No iss ue Did decedent marry after execution of will?(indicate)~.~Q.Any children born after execution of will?(indicate) ~Jes.No.If answer yes,name them ::.:"..::. Leg.atees William J.McCallister,Sr..'\ Relationship Brother,. Interest Entire., Fiduciary,if deceased or not sui juris Sui juris List,if exceptions to above: None Adeemed:Revoked:Lapsed:Abated:Give Cause: If partial intestacy;give facts:No partial intestacy Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.;NQ.Accountant only person interested. If any exception give cause:nD.ne . File copy of Notice end dete of meiIing...~.C;.f.9.~.D.~H.n:t;...L~...Q.nJ..Y...p..e.r..$.Q.rJ....i.n.t.er..es..ted....and...ha.s...,p.er.s,Q.na.l...k.noJAl.le.dg eoffilingaccount. Is estate subjElet to the filing of a Federal Estate r ax Return?t-l.Q ,",.." j\.":--. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.3.7.0.•.32 . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . No life estate 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. All creditors of whom the accountant has had knowledge or notice have been paid in full. 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: Total additional debits (Add) Itemize any additional credits not shown by account: rotal additional credits (Subtract) Balance for distribution $....3.5.0.0....0.Q............•.. $_...Q.~.OO................................... $9..=.9.9 . $~.?Q.9 Q.9.. -- If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value>; Real Estate:Being parts of Lots Nos.35 and 36 in James Stockdale's Plan of Lots as recorded in Deed Book X,Vol.4,page 687,and situate in the City of Monongahela,Washington County,Pennsylvania..r $3500.00 '. If Family Exemption claimed by Petition,give place of Record:~.9..!'!.~_,-. If Family Exemption is c1ai.med at audit,give name,relationship and basis for Claim:NQJJJL . 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: William J.McCallister,Sr.Entire Note:Accountant will advance any additional sums necessary to pay additional charges. COUNTY OF WASHINGTON..55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~.w.Q.r.n doth depose and say that the facts set forth in the foregoing petition are true to the best oL h.i.s..knowledge and belief. .......S.wo.rn to and subscribed before me this e<'.f~..day oL Ma.Jl 19..?.1.. .S;gnature af OlHcer__~~.(,_~_ Title of Officer N~.1~y.P.~.~..1.1.~. Office expires ~.sty ~.,.1.~l.2 . .BETTY E.WENZEL,Notary Public ,.loilongahela,Wa.sh~ngton Ce'unty,Pa. My CommissIOn Expires May 9,1972 _,,~v~ And your petitioner will ever pray,etc. ~~~f»'-~~. Executor of the Estate of Olive .Smith,de ce ased ,\ '!'"'~~~!"'''"'!"''''!'"''!''!''!'.."..",...'!''!'!'!'~..'!''!'.. , ... !L ~ I No..~.?g.::~.?J A.A. Estate of J)J,..l.V.~s.M.JTH..'...................................... Deceased Fiduciary...W.i.l.liam...J........Ms;.Ca.llj.s..t.e.r., Sr. ..E.x .e.~.lJ.t Q.r 0 ••••••••••0 •••••••••• PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the followinYI in conformity with Court Rules adopted effective December 31 1951 1 being rule No.9:porag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.G0py-0.f order a~~oil,til 19 Guardial i ad litelill if ~ertinent. 3.Co~y of Grder appointing Tfustee ad liteR'll if pertinent. 4.Ploof of sel vice of abo'9'e. 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.Fi 1eel 8.·Certifieate of liens iI''!e03e any of the funds fer distribbltion gr@ fFQm jbldicigl sale ef real estate 9.Signed and itemized elections if any distribution in kind. 10.Gopy of FedefOl Estate Tex returl 1 if es~ tote is subject thereto. ...._~~._~~_.-' ~2 ··········Att~~~~~··· r-i " " t ,\ "-,nr1·".IIIi L,'·t It -/.)Jfl\"!S p"3 lISIt~,~, fWSSL::.~;,.!\lIW nEC!~JTEr\UF V'l!LLS W!\SHINl;TCN CO.,PA. ,..~.'._-~---------...,...--.-----------------~~------_..""~~..".,.,-.,...---,- .-.. QlnmmnuUttalt4 nf 'tuunyluauia.t nn:1ItlIan4iugtnu Qlnuuty. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 24th.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 Olive Smith late of Monongahela in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and William J.McCallister,Sr. the Executor in said Will and Testament named,having appeared before me and taken and subscribed the oath of office pr,escribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said William J.McCallister,Sr. committing unto Him the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Him to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to l'ender a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 24th. day of nine hundred and August Seventy in the year of our Lord one thousand q , ~id"C2..<~..:;...-1......L........-....../4~ Register ~ !~~'+-+:::~.oiaLI..p:~0 .....~'+-+IIJ S1 '"~I-rill t~<a I-en ,,1 IIJ >1~....., ~r-i~~ °1 =:~~ 7 • ". ,..,',";,~,•.,10';~'~~.j,: (.. WILL OF OLIVE SMITH • •1"::,' I,Olive Smith,of the City of Monongahela,Washington to be the Executor of this my Last Will and Testament. ~imple and absolutely. 3.I hereby appoint my brother,William J.McCallister, County,Pennsylvania,having full legal capacity in the premises, do hereby make this my Last Will and Testament,hereby revoking '.and making void any and all Wills by me at any.time heretofore ., ".'ifeen 1/It .~Sr., '. it made,in manner and form as follows:ii;! !J 1.I direct my Executor,hereinafter named,to p:lyitfI Ii all my just debts,funeral expenses,transfer inheritance,H'jI Succession and estate taxes for the payment of which my estateIII-I: P may be lawfully liable,and the expenses of the administration of,II, iI my estate as Soon after my decease as may be proper and expedient.Ii""2.AI~the rest and residue of my e~tate,both realit Ii and personal,and wheresoever situate or found,of which I may .;1 die seized or possessed,or to which I may be entitled at theI,., ,time of my decease,and remaining after'the payment of the several1, I i items set forth in the preceding paragraph hereof,I will,devise~(.II "and bequeath unto my brother,William J.McCallister,Sr.,in I I! I II !I I IN WITNESS WHEREOF,I,Olive Smith,the Testatrix,have The foregoing instrument was signed,sealed,pUblished, thereunto set my hand and seal to this my Last Will and Testament j!this twenty-ninth day of November,in the year of our Lord oneIi ;!thousand nine hundred and sixty-seven. i:--@__'-t--....Lo"'-'_.~.---J},_~"-=-·-=--_.__(SEAL)t~ " :'acknowledged and declared by Olive Smith,the Testatrix above named, i:as and for her Last Wi 11 and Testament,in the presence of us,who,: II at her request,and in her presence,and in the presence of .each ..H f1 '.otherI'have hereunto sUbscribed our names as witnesses hereto.'iIiII II II Qo.....~Il if H .if-f1'It ;'1 ".1 ~•.,~:T-..''.~'.• - ------_.._---------------------- (. -....,.l\ffiikautt (@f tExrrutnr (@r l\ikmtutatratnr ~tntt of 'ttttt11ylunttin l QtOUttty of IIn114ittgtott $1111: Personally before me,the undersigned authority,a N.9.:t9,.I'.Y.P..Y.b.l.Lc in and for said County and State,appeared W.LllLQ._OJ J.~M.c..C.a.L1.Ls.t.er.~S.r..•..,who,being duly sworn according to law,deposes and says that he is the executor »loll.«mk1ist1'a1tooxof the es- tate of O.L.H'.E S.MIIH.•......................._deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real a:1d personal estate of Oli.y..e S.mi.th.~, 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 !»roinisd;xad;JQ~ Sworn and subscribed before me this :t:r.~}~~f Yrt(Jt£~ Jay of MaY.'fl/ii/::';2/.Ei1iit;,r-4i1WiAillt*. M.ETTv.i.!#~;,'fuii7C-~~;'I'I~~~IN-TRUCTIONS .Onongahela,Wa.sh~ngton County,Pa..5__....Mi,c~1m9~~~ii1.~ry must blmed within three months after appointment of personal ~epresentative. .2.'Tsuppf'einental 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 Oopies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 3Jttuttttnry nub i\pprni11tmtttt .of the goods and chattels,rights and credits which were of 9.~}.Y.~.~:.$..~JT.H ..~:.late of ~.9..r:t..9.D..g.~.h.~.J..~..~,'.. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS.- PERSONALTY: Commonwealth of Pennsylvania -Balance of Social Security deposits 300 00 United States Treasury -Social Secur,ty Death Benefits 192 00 Cash -Sale of furniture 150 00 642 00 REALTY:ALL that certain piece or parcel of land situate,lying and being in Monongahela City,Wash- ington County,Pennsylvania,bounded and described as follows:BEGINNING at the Southwe~t corner of Second Avenue and Wall Street;thencE along Second Avenue Westwardly Ninety (90)feet to line of Lot No.37 in James Stockdale1s Plan of Lots;thence by line of said Lot No.37 Southwardly Thirty-five (35)feet to lot of James B.Hayward,Jr.,thence by line of said Hayward Lot eastwardly Ninety (90) feet to Wall Street and thence along said Wall Street Northwardly Thirty-five (35)f:et to Second Avenue or place of beginning.Being.~part of Lots Nos.35 and 36 in James Stockdale's Plan of Lots as ... ~.~-...~ "'ifd "00 N01:)NIHSvfA SIII f.\j {)Hj LS\D3 tl O!l.,I\"""·'-1"""C[1\1 "Pi e il!:""':J'.j -0 .' \221 Ud OE ~m~IL 'lr"':'\"T 1 .\.\..~...•1 --,,; ...-...-:;.. ·".\..''; ,- --I '\ "'rl~_. ~ .....;l ~.....~~~~;l ""~~C I~~t!1 ;.~t!1';l <;n ~ ""i ~\G.~~~""i ~ t!1 ~~1:;' ~~...~"\Q ;l .",,' recorded in Deed Book X,Vol.4,page 687;and having erected thereon a one-story frame dwelling house,containing four rooms and bath.BEING the same which James B.Hayward,Sr.,et UX.,by deed dated August 7,1916,and of record in the Recorder's Office of Washington County,Pennsylvania,in Deed Bo~k Vol.437,page 489,granted and conveyed to John J.Smith and Olive Smith,his wife;and the said John J.Smith having died on July 3,1955, title devolved upon his wife,Olive Smith,by virtue of survivorship.(Assessed value - $1265.00)$3500.00 SUMMARY Personalty Realty Total Assets Monongahela,Pennsylvania Dated:May 1/(.':1971 $642.00 3500.00 $4142.00 .~_.r;.. 0'1"J"',"h i~.l,"; ''Vd "00 (J[jJ:)NjHSVjl~ Sll!/,~.::10 'j].LSiD3t1 12 21 dd ,(1 \/ IN THE COURT OF COMMON PLEAS OF ~ASHINGTON COUNTY,PENNSYLVANIA ORPHAN3 1 COURT DIVISION IN RE: ESTATE OF OLIVE SMITH, Deceased No.&5 -7~-7'~1 FIRST AND FINAL ACCOUNT OF WILLIAM J. McCALLISTER,Sr.,EXECUTOR OF THE ESTATE OF OLIVE S~ITH,DECEASED PERSONALTY RECEIPTS Inventory To amount advanced by AccoLntant to $642.00 preserve assets in kind 1179.49 $1821.49 DI s~:i)RSEM ENT S· 31 Bebout &Yohe Company Sept.Ringgold School District 1970 Aug.24'Register of Wills 24 Guy A.Rogers 24 Daily Republican 24 Washington County Reports 27 Rev.Robert Shaw Letters Testamentary Probate Advertising Advertising Honorarium' Funeral expenses 1970 School taxes 12.00 15.00 12.50 14.00 10.00 882.00 64.47 1971 May 10 Register of Wills Inventor'y &RCI 6.00 15 Register of,Wills Account 18.00 15 Wi 11 i am J.McCallister,S,...Executors i Compensation 207.10 15 Betty E.Wenzel Notary fees 3.00 15 Joseph L.Hoffmann Attorney's fees 207.10 15 Russell Marino,Agent Inheritance Tax 370.32 $1821.49 --------r,-------------------- \; REALTY RECEIPTS Inventory $3500.00 DISBURSEMENTS None 0.00 $3500.00 SUMMARY PERSONALTY Receipts -Page 1 1821.49 Disbursements -Page 1 1821.49 0.00.. REALTY Receipts -Page 2 3500.00 Disbursements -Page 2 0.00 3500.00 Balance due:$3500.00 The balance consists of real estate in the amount of $3500.00; NOTE:Accountant will adv~nce any additional sums necessary to pay additional char~es. blic C.REID DOJGHERi'f,Notary Pub~I'C LA WASHINGTON co.,1"1'.MONONGAHE ,_'.' ...My Commission expires July Z9,19ft rAE DAILY REPUBLICAN MONONGAHELA,PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929 P.L.1784,Sec.3. paragraphs (3)and (25l. County of Washington }ss: State of Pennsylvania Personally appeared before me,a Notary Public in and for sid county and state, _Mrs A.F .D.eS.antis__,who,being duly sworn,deposes and sa/s:thaL__She.is the hQ_okke_eper of The Monongahela Publishing Co.,a .?ennsylvaniacorpora- tion,and its agent in this behalf:that the said company is the publisher of The Daily Republican,published daily except Saturday and Sunday,having its:place of business at Monongahela,Washington County,Pennsylvania;that the said D3ily Republican was established in the year of 1846;that the printed notice or advertisenent,attached hereto is a copy of a notice or advertisement,exactly as printed or publis..1ed,which appeared in the said newspaper in its regular issues on.the following _dates,' _~~g~~:t__g7._1 .§.~P~_~~Q_~:r J §c JQ_L_J_2_7.Q ._ Execu-tri-x-~----NGtic.e.:.-----Est8_te--O_:f_---O-liv_e_--Smi-th-----------------------------.---.-.------------------ that the affiant or the corporation in behalf of which she------is acting is not inter- ested in the sub;ect matter of said notice or advertising and that all (If the allegations of this affidavit a;to the time,place and character of the ~tion are true.----~.--d-:--~-:-~-----~---------------------------- o and subsc .'ed me t . Lega1 Ad~ti$ement IEX~CUiOR'S NOTICE I Estate of,OLIYE:.·.SMITH..,de~ :ceased,late of 'Monongahela,Wash.!:ingtol1 County,Penna.,_Letters Testamentary upon theaboveestatehaving'been ~ranted to the undersig\led,notice IS hereby I given to those indebted thereto tomakeimmediatepayment,and tothosehavingclaimsordemandsto present them for settlem~nt.'William J.McCallister.Sr. t"Executor I213FifteenthstreetDonora,Pa.15033JosephL,Hofflnan.AttorneyMonongahela.Fa.15063 242 West Main Street.Aug.27;Sept.3,10.1970. Washington County Reports ~~~~~~~~KKX Waslington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the N~wspaper Advertising Act of May 16,1929,P.L 1784 Sec.3,paragraphs (3)and :25). COUNTY OF WASHINGTON) STATE OF PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County •.nc Commonwealth,CHARLES C.=~ELLER,who,being duly sworn,deposes :me says:that he is the Editor of :he WASHINGTON COUNTY REPORTS,:he official legal periodical for said Washington County,publisbed.weekly having ite place of business at Washington,Washington County,Pennsylvania,and is :iCt- ing as its agent in this behalf;that the said WASHINGTON COlJNr:Y REPORTS was established on Much 31,1920,and was designated as the official' legal publication for Washington County,Pennsylvania,by order of tbe sev~al courts of said County,dated November 11,1920;that the printed notice or adv=r- tisement attached hereto is a cOPr of a notice or advertisement,exactly as printed or published,which appeared in t12:said legal periodical in its regular issues on the following dates: ._P,..\t9.Y.g ?1..,...,J.9.ZQ.;. ...~.~.p..~.~.~.~~.~..)..!~.9..!1.~?9..!_.. that the affiant or the corporation in behalf of which he is acting is not interested in .the ~ubj:ct matter of .said not.ic~or,.~,dvertising and tha\.J-~ll~~f the allegations .)f thIS affIdaVIt as to the time,Pl[W~the p(!;?lonJj;~/y __---',..-....mor·..•..........---==:::::::::.:t·........·Edi~;~.- Sworn to and subscribed befor~this _~-_.•~~'''' ..lOth day of...Sep.~em~r ,1961.7.0. ~;;!~ Estate Notices . The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present t:hem for settlement to the Executors or Admin- istrators or their Attorneys• • ••••• • • • • • • • • •• • SMITH,OLIVE,Dec'd. ·Late of Monongahela,Washington County,Penna...Executor:William J.McCallister,Sr., 213 Fifteenth St..Donora,Pa.15033Attorr.ey:Joseph L.Hoffmann,242 ,W.Main St.,Monongahela,Pa.15063 .-..----~-----~-""'----~--<::::: STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,deposeS and say S that the above account as stated is true and correct as h_~veriIy bel ieve. '~'P)O~ Sworn and subscribed before me this .~__L __..__ daY"of M_{l_Y-_,19__I1..... .,;..---~~~~--- '.",BETTY E.~~:L~·Notary ,~",,'","', ",JVlonongahela,Washington County,."....'I,""i.:.~~."',1,.,,4MyCommissionExpires':;"'j',",",~.1.1•••.~.May 9,1972.•-\, ,, ~~I-~1H~--------- Executor of the Estate of _QJLy_~?_~.i_~_~.~<;I_~_~_~~_~_~_e;t " _ Washington 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 evidence by proofs thereof filed to No.-"-3-:-:-11-:.-23£---------------. Witness my hand and official seal this_d~_·_ day Of--~\:\ii~-----::--;--------197L~ll-~------------------- Register of Wills .---'..--_.------.---------,---- ..."':...... 0 .:~.: s...!::l oj...,0 ...=V)!0 .: ::l s...l ::l 0 04 Q)0 <)ooi d .Cl <) <)'~...<) -ell s...!~.....'"'..y-'D 0 -ell ~-d Q):~.~i C ...I ~.. <lJ!.pi ~~.-....",'l:I 0 Q)...~Vli Ill:a.I ...~»~·..-i ><12 =f~7 \It •~...,jr Fi)Q)Q) \~QJi r-~I.L.I I\H '"?!=......,....Q)~0 d r-:~\-!0 Col~i <lJ!r-:ttl!0.... tr:il ... ttl!...ti -ell~Eo<"9 Ui d ~-ell c!ul l~.\f\\rio ::l t:tiEo<~-,...::E!FUSSELL 0 \j Ul <)<:I:~:::q LJ..i <) r:il REGISTEH 1'\'-VII L oj "ti c-H .:vt'~!~-o!r-;)i d -Ii ~WASH \i~CTOfi CO.,:dN:El ci ... '1 ttl!El .~.:--J!ltli 0 .}! +.)1 ...~!~uj 'r-!Q)~~.Cl>i Ill:r-!...,~: ~i 0 -1 ~t-i s...!t-1 d --;..--I .,...;'1"'""1 'l:I c-r Q0'1 LJ..j 3j dZ-ell en.-< oil'""'H ,I ,j ._~. J. -'- ,. The Court is respectfully requested to determine proper distribution in this estate. lin t~r OOrpl1an.a'Olnurt of lIa.aqingtnn Q.tnuntt! J In the matter of the Amlit ·of Account in ,,+~) Estate ()f 9..~.~.Y..~~'~..~.I.~..~......................................) deceased...........................................~. '"~TO THE AUDITING,J8DGE: .J ... 170-821No,,19 ,A.A. my ,Will i am J.McCa 11 i s te r,Sr.,EIIJter a·ppearance for .. Executor 13 h December,71..",,,,,ay of.,19 . N.B.-CounseI shall,by se·parate •present a concise s'tatement of each claim,with supporting calculation of any interest claimed. Objections to an accouIlJt as filed,shall be concisely stated in a separate pwper.-Counsel suggesting proper distribution shall file a separate concise statement in that regard. i',l 1;,.• I., ~_.r-... i -4.l.lx,i"",.r No ,170-821 19 ,A.A. '12 liM!~Pi!3 If5 nus ':3 [t.i ;,~,~;::IN0 f(:.::GIS'j E.F\I)F WILLS \'!l~::;!!lr';,~TON CO.,PA. In re .A:u:uiL of Account iIlJ Estate of .......Q.b..!..y.J ?.r1.!..T..~L .. deceased AUDIT 'rnrripr fnr 1\pprarnurr FOR William J.McCallister,Sr.,•..............__;,._...•...~..__ _-.--. .............................................................................E.x.e.c..u..t.Q.r.. Ioseph L.Boftmama Attorney at Law 142 W.r.In.':.t Street monongahela,Pa..16088 Attorney ~2 Cl~~I-~--"'--------"----":'-"------'-~_~_'J .~..IN THE COURT OF COMMON PLE'AS 'OF WASHINGTON COUNTY PENNA ,ORPHANS'COURT DIVISION ' ", ',' Estate of INRE:. OLIVE SMITH, ," No.821 of 1970 ",! ( ) ( ) ( ) ".( ." "" HEARING ON AUDIT Monday,Des:ember 13,1971,at 1:30 P.M.,EST '. ':The Honoxable P.VINCENT'MARINO,Judge of the said Court. Joseph L.Hoffman'n,Esquir~,of Monongahela,Pa ,representing the Accountant. " .' " ," ..f: ,Deceased. ~z<,>oJ>-"Ul Z'zIIIII. ,~J?EFORE: ~ClZ 'f-.....i Ul.'~",.,'." :"i:APPEARANCES:' ,,!:!'• 0:~Ul o oJ<"• §TIME:o.::1., :l:.J-"CII, \ ,. attorney il?Joseph L.Hoffmann.Mr.Hoffmam??•..~.' Sr.'Mr.lV.lcCallister.has advanced the necessary funds to pay the testate.leaving her entire estate'to her brother.,William J.McCal ister• •t '. Number 821 'of 1970;the es tate of Olive Smith. May it please the Court,the decedent.'a'widow.·die~,',. The Executor is William J.McCallister.Sr.and the~.r··"p ~ l deceased. iii~TH.E CODRT:' ,0:oII.III0: ~0:::Io" u oJ<~MH.HOFF1V1ANN:...o .' debts of the dec'edent ;lnd 'Will advance any additionaLsums necessar '.~t .".' .. to defray the·c'ost of audit.All claims have been paid and'as far as.'.'.,,~~. I know there are"'no outstanding dehts . '... TH;E COURT:Is there anyone else in Court interested in this '. ,....d~cedent's~estate?.' "." ;,,~'"R"ESPONSEJ..'. "~'~..,-.. " .....~ .,.'-~;'"" .,..~,'. AUDIT~CLOSED} i·. f ....~ (A ",-i~ ~,L :..''~The ~udit of this account is'orde'r~d closed by the •.......:•~,.;,I ".!~ •-of Court~ ,'. .,.~ I.~. '," 'j."~.' " " '".-...; "\ ..., ," " J.. i '. .. .... ,I ,' .- ,. " "('.' ,' ,.,,, '.--.,. ~-- '~l'".1 •.)0 '/ ,- .,~. ";'h~'-j i.'~ ",":" ........'..~ . " ,'",, " -. ~...I '. ,..~ ....... " .' ., ,<l'.•.....~' ...0 " ,.' ,') " '. ",i ""-', ,-\< .-"~ "..~ ".: " '" "-~..- '" " ,, '.'... '.. ,"'.!' ,.-".... ~.... ~~.,f1 ''\.". " ,' ", " ~" " ., " 'j' "'"\.. ;." "' -.~.... ,',~. ., ,f ~.'".1,'-oil.'...."..'..~............\~").:',Tbe~'fore\JOing r~Qrd \0/the'#praeeedln9a'upon'-tlie •+':/~...'1 ~"'~'":.~••~.",,",',..~~'"....;;., iii ,~~earinfi,'~f'the:i19ov~,;causo 1S,bet~y f4P·p~OVed'~~d'.dtra~~ato.bettied•. ,.i3,fth~~.,(.'..'.,. '..."r :'''''! ,/' 't'· ,i ;"-' ...~. r ;,~, ',' " " ".~r ":.....---'It ~"".'"." ·",'1. ~...' '. '. '..... J En t1Jt Qtnurt nf Qtnmmnu JUras nf lIasl,iugtnu Qtnuuty, Jruusyluauin,(@rp!1utt6"Qtnurt miuisinu ESTATE OF Olive Smith deceased ""0.6--:3:.--....;.7_0_.._82_1 _ n the matter ofthe First and Final Account of William J.McCallister,Sr. Executor ADJUDICATION AND DECREE January 6-72 ..And now ,19__,this matter came on for hearing, audit and distribution at this session and testimony token;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $'3,SOO,OO and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid Jut 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 1 Balance,_, Deduct Clerk's Co'sts &Receipts......._ Attorney Joseph L.Hoffma.n Russell Marino,Clerk O.C.,costs in certifying reel e state to Recorder, Olga O.Woodward,Recorder,cos ts ro!cording certification of real estate and coats regis.. tering same, Russell Marino,Agent,transfer inheritancet~x,'$28.80 Interest from 10/29/71 to 1/14/72 .31 Contribution to maintain assets of estate in kind, $3.500.00 $3 500 ,00, 29.11 4o.Y3,lJ$J,44f,.•5411~197,kf.&.;;?9..5'4 57.46 -iJ,0Q~.~......,,- $3,500.00 William J.McCallister,Sr.,brother',residue, including real estate as hereinbelow described, held in kind and dis tributed as such at the appraised v~l ue,3500.00 No balance REAL ESTATE TO BE CERTIFIED TO THE EECffi DER OF W~SHINGTOI COTJNTY I) BY THE CLERK OF THE ORPHANS'COURT DIVISION Olive Smith,devisor,to William J.,McCallister,Sr.,de isee of all the ~ight,title and interest of th~devisor in ~nd to p~rcel of realestate described as,VIZ: t.. '1' ./ \' ). r .- .,, ".. ,- '1 ,\ .' .'. . r 0""".~ W :J Z g 00+!=> 0 :r at I:(l) :J 3 0 00+ """ 0 c """00+00+(l)., 0.... 00+:r(l) ., .- 1..:1..\. ALL that certain P.i;e~.·,or parcel f land situate,lying and being in Monongahela City,Was'-lington Count,Penns bounded and described as follows: BEGINNING at the Southwest corner ofSeco Avenue and Wall Street;thence s.long Seco:"ld Avenue Wee (90) feet to . (35) aid s Nos.35 eed -five feet to line of Lot No.37 in Jamea Stockdalefs ots; ., Book X,Vol.4,page 687;and haying erected thereon a 0 e-story thence by'line of said Lot No.37 Southwardly T irty-fiv ;'.;41 feet to lot of Jame~B.Hayward;J~.,thence by line of "...,..~i r~:"•.......I 14 t '1HaywardLotEa.stwardly Ninety ('90}feet to Wall Street a d .I 'Ithencealongsaid1rJa~1 Stree~N~rt~wardlY Thirt Sec~ndd Avenue or place of beginning,Being a ~, and 36 in J~es Stockdalefs ~18~ot Lots as rec -, et we., er's Book 01.437, by deed dated August 7,1916,and of record in t e Office of Washington County,Pennsylvania,in frme dwelling house,containing,four rooms and bath. ,.iBEINGthesamewhichJames B. pag~489,granted and conveyed to C:-ohn J.Smitb.nd Q-liv Smith, his wife;and the smd JohnJ•.Smit~having died on July ,1955, title devolved upon his wife,Oliv~Smith,by virtue of urvivor- ship. CERTIFIED TO RECORDER:APRIL 17,19 2 ,l i..,. '.,).' ,I .. 1:.- \..I !'/..,. ." ,, .('~ t ". ...,, " r ~.n0.C:"a 0-+- '00 f .. !"'.~,.•'t.., ..' " ,/'" o-+-; fr0,aro-+- ",~. r-~. .) I·; ... '.-, ,," ~ ••ty, i....~fa ..~=, a -s tl) ::ltl)..~ .' .,,_. or.-,or .,r· 1 '- ,, •I " ,, I ••,.}• I. N J" .'r t • I r r ".".!.,.., \,,,I \....r 1-'11 -.J ~':;~ ......, ....t'.~:c,...Pt ~,;;4nc.;')(.'~e: <,0 .-::..~",:\.::..r"("J ,("-r..-i ,t..- ,\,r-',.,,., --~.0--'0z:~~-U ":'"J ~,.a.,;, 0 ...'~.'0 u.J r --0 r 0J;.o-(/'1 --....~ IN -HE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION Description of Real Estate to be certified by the Register of Wills to the Recorder of Deeds in the Estate of Olive Smith,deceased, Devisor,to William J.McCallister,Sr., Devisee. IN RE: ESTATE OF OLIVE SMITH, Deceased NO.170-821 ALL that certain pie~e or parcel of land situate,lying and being in Monongahela City,Washington County,Pennsylvania, bounded and described as folloNs: BEGINNING at the Southwest corner of Second Avenue and Wall Street;thence along Sec01d Avenue Westwardly Ninety (90) feet to line of Lot No.37 in James Stockdale's Plan of Lots; thence by line of said Lot No.37 Southwardly Thirty-five (35) feet to lot of James B.Hayward,Jr.,thence by line of said Hayward Lot Eastwardly Ninety ~90)feet to Wall Street and thence along said Wall Street Northwardly Thirty-five (35)feet to Second Avenue or place of beginning.Being a part of Lots Nos. 35 and 36 in James Stockdale's Plan of Lots as reco~ded in Deed Book X,Vol.4,page 687;and raving erected thereon a one-story frame dwelling house,containirg four rooms and bath. BEING the same which James B.Hayward,Sr.,et ux.,by deed dated August 7,1916,and of record in the Recorder's ·Office of Washington County,Pennsylvania,in Deed Book Vol.437, pa~e 489,granted and conveyed to John J.Smith and Olive Smith, his wife;and the said John J.Smith having died on July 3,1955, title devolved upon his wife,.Olive Smith,by virtue of survi.vor- --------------------------------------------------~~----, ,11 I ,f ,,Y , J "I ,I y'I e ., '.. l " ,::.. :,[ j'~ ., " ,, ...~l- " •I ,I V;1 I n,~_, :r~)~.t; "~~..., ,.,j ,- .I ~ '. ;I -, -\ .';. "~--h .......-: ""'~.-'-r""..JJ:~,..;....7'C,'/(()C)c:C-,",:Z:"'1~ r '1:;.-:....-!("'·n r- --1 ," :~':?t.._,: "'C'~;..........,...:.~ ~.~:-}.:--:J "'~ ~."0 "i r-.......J..l V r=-:-~::>:t>-(n ..i,.:'"' Lt', IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF OLIVE SMITH, Deceased No.170-821 SUR AUDIT:First and Final Account of William J.McCallister,Sr.,Executor of the Estate of Olive Smith,deceased ELECTION TO TAKE REAL PROPERTY IN KIND To the Honorable P.V.Mari10,President Judge of said Court: I,William J.McC3llister,Sr.,being the sole beneficiary in the Last Will and Testament of Olive Smith, deceased,do hereby elect t)take in kind the following described real property and do respectfully request that the Court distri- bute the same to me on aCCOJnt of my distributive share in the above entitled estate,viz:.. ALL that certain ~iece or parcel of land situate,lying and being in Monongahela Ci:y',Washington County,Pennsylvania, bounded and described as follows:. BEGINNING at the Southwest corner of Second Avenue and Wall Street;thence along Second Avenue Westwardly Ninety (90) feet to line of Lot No.37 ~n James Stockdale's Plan of Lots; thence by line of said Lot Woo 37 Southwardly Thirty-five (35) feet to lot of James B.Hayward,Jr.,thence by line of said Hayward lot Eastwardly Nine ..y (90)feet to Wall Street;and thenc along said Wall Street Northwardly Thirty-five (35)feet to Secon Avenue or place of beginning.·Being a part of Lots Nos.35 and 36 in James Stockdale's Plan of Lots as recorded in Deed Book X, Vol.4,page 687;and having erected thereon a one-story frame ,, d~elling ho~se,containing four rooms and bath. BEING the same which James B.Hayward,Sr.,et ux.,by deed dated August 7,1916,and of record in the Recorder's Office of Washington County,Pennsylvania,in Deed Book Vol.437,page 489,granted and conveyed to John J.Smith and Olive Smith,his wife;and the said John J.Smith having died on July 3,1955, title devolved upon his wife,Olive Smith,by virtue of survivor- ship. 1971 . WITNESS my hand this $3500.00 day of May,A.D. Witness: (SEAL) I . ,I ~, J) 'J.. ...,1 L.---" f i . IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN- SYLVANIA,ORPHANS I·COURT DIVISION NO.17n_Q?1 IN RE: ESTATE OF OLIVE SMITH, Deceased ELECTION TO TAKE REAL PROPERTY IN KIND JOSEPH L.HoFFMANN ATTORNEY AT LA'W 242 WEST MArN STREET MONONGAHELA,PENNSYLVANIA 15063 " f'-. 1 fT'ir I)r fn,4 ')i-l6(.u\.· P,U:~.:·'',it·,; :(~G~~I'(,.,;-'.iLLS ~'!J\S:\IL,8;:'..')..PA. ---------------------------------..,....----...,....-~~~~-'~..__. Form No.RCC-62 (7-69\.THIS FORM REQUIRED IN ALL ESTATES WITtI••GROSS ASS~S UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 16.1961.J EFFECTIVE .tANUARY 1.1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)....-.::;••(,..3 -70-t'L!.I OFFICE OF THE REGISTER OF WILLS County of ..~a.S.bj n9 t.c.n . .Willi am .J Mc.Ca.1.1.i s.te r.;..S.r.•.,of ?.r~..l.~th .S.t 00 n.Q r.a.,..Pa .1.5 0.33 . (Name).(Addreae) being duly _._.._.._~_~2X'_r!.__according to law,deposes and sa}.s that he is the_..Ex.e..cu.toX . ._ .'(Exec.,Adm.,Legatee.Etc.) of the estate of.__g_LtYJ ~.f'1JIH_,...._whose l~st residence was JQ_2._J·LalJ.._S_t )__.___.__.. .(No.)(Street ~~.~.~.~.g.~_~.~J.~.~~._.p.~.~..deceased,and that the whole of tl:e estate of said decedent,who died __J.u.1Y._(_2.9)__;...L9.7.0 '. (City.Borough or Township)Date consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT• .WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES A~m RELATIONSHIP OF OTHER OWNERS. Real Estate ALL that cprtrl;n n;prp nr n~rrl3'nof '~nrl c-;+~+o lyinq and beinq in Mononqahela City,Washinqton County,Pennsyl- vania,bounded and described as follows:BEGINNING at the South- west corner of Second Avenue and Wall Street;thence,alonq Second Avenue Westwardly 90 feet to line of Lot No.37 in James Stock- 1=-.•=,----._-..--- II Hayward,Sr.,et UX.,by deed dated August.7,1916,and of J'record in the Recorder1s Office of Washington County,Penn- I sy1van i a,i n Deed Book Vol.43 7,page 489 ,gran te ddan d , I .conveyed to John J.Smith and Olive Smith,his wife;and the said John J.Smith having died on July 3,1955,title devolved upon his wife,Olive Smith,by virtue of survivor- ship.(Assessed value-$1265.00) Estimated Value o,K.iJ.-l $3500.00 ,----.-...-._.... ~..-~--_.~._.__. r ~, +h n of DQ nne-\/,\/~n ;~-Balance of Social Securitvv tJ,K·J1·J:. Deposits 300.00 United States Treasurv -Social Securi t.y [lea th Benefits 10?n.t\.. ,;"J).j...Cash -Sale of furniture D·'150.00 NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be s:gned by a responsible officer of the financial institution or mortgage holder and indicate clearly amOU:1ts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered. ..~.'..r Jointly Held Property.E'stimated Value .,. None 0 O(l - - : Transfers within TWO YEARS Prior to Death None "0 00 ., . I~~'~----~~··------------------------------I • That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of • another,or in ·decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION TEll>SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT .BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT None - BENEFICIARIES I BENEFICIARIES AND ADDRESSES RELATIONSHIP I SURVIVED AGE OF LIFE (If step-children or TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children DECEDENT ANNUITANTS BENEFICIARYSTATEYESaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT :William J .Me Ca 11i st er ,Sr.Brother yes Entire -. ., - - I j .....~. RBSWENif DECEDENT .DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions Funeral expenses paidBebout&Yohe Co, DEBT OR CLAIM ~NATURE OF SAME AMOUNT THIS COLUMN~---~=-:-=--=-==:.::.:..._~·_---,--------=.c..::.=.=--=-=~-"---------.-----,----jpREGISTERONLY $882 00 $1 $V {}1) Family exemption (will not be allowed unless decedent died residing with a spouse or children.) ( 'VOl /0 50 10 101 207 207 110 commission • JoseDh L,Hoffmann Administrati~n Expenses • Counsel fees • ~W_i_1_1_1_'a_m_J_,_M_c_C_a_l_1_i_s_t_e_r_,_s---j~'Fiduciary OTHER DEBTS AND CLAIMS (.)See Note below Rev.Robert-Shaw Ringgold School District Hon.orar;urn 1970 School Tax 10 00 /0 (jO 64 47 vf +7 .." •'.. '1 ~ •"•c U 'J : Total 1481 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater 01'less than the .estimated amount claimed and allowed. Subscribed and sworn to before me this . ............#:.!~dayOf....t1~y.•..............,19.!.~ .......#~.~.~l',·NlitaryP·ublic···············!Monongahela,ashington County,Pa.. My Commissiun Expires Mal Il,1972 1J~.Q.".~~I'7/~~,~..J••••••••••••'R'Executor-im~ 213 15th Street (Street Number) ..~.O~.qr~.~..~~.~1~.9.~~,'". (City or Town and State) Having been duly sworn acco:'ding to law,I do her .................J ad.day of . y certify that he ab ve appraisement is mad~'in co 'mity with law on this . ......~..........,19·7/.......9~...4./~.~.....ApPrEuser In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the expiration of any estate for life e-r for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri- tance taxes at the lawful collatej'al rate on any such future interest. .REPORT OF T~~rISTE»OF W~. .I,the undersigned duly elected Register of Wills in and for ..'~~~g;"""""""County,Pennsylvania,do respectfully repor.t that I have allowed debts and deductions in the amounts claimed by deponen,ce those items where a greater or lesser amount is set forth in the last column to the right in said.'schedule above,which greater or I e afount I'presents the sum allowed as a deduction. Dated:..~~T..~..J~7.1..~V~.~~lL.MAR'NO'...........1 ~.l.\~.. .Register of Wills r .-,, Form No.RCC-62 (7-69) WillAdministration }No o.Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF oLI.Y~..~~.I.~~.'De~~~~~d'....... Late of ....MonQtlg.ab~.lQ.....0 ••••••••• County of ...~.a.~~oi ngton.......~. . ........ . .... Commonwealth of Pennsylvania REPORT AND APPRAISAL Joseph L.HoffmaDD Attorney at La.w 242 '\7.l!r..;~Street 14on:>n ....~hcIa,Pa..15068 ~~ .~ ../1.'..,.. "'"),-,.:r/.O .-:7,'"...,. .." ~~/..:..•./..' DEDUCTIONS ALLOWED INtJ-76 -g.:Z.../ ..........4tt; STATEMENT OF DEBTS AND DEDUCTIONS ESTATE OF _....lO"-JL...Iob..V........E~S'-LM......IwTuH.L-...'-ATE OF -J,;,~Ll.LJ~w..u.~-'oI..la-...l:u.LOI..U...LJJ~oLl.U.L-....w..lo/.~---1~ _.OFFICE OF TME.'-;'"-,'. REGISTER OF WILLS OF Washington COUNTY AND AGENT OF THE COMMONWEALTH Form RC ColO DATE OF FILING APPRAISEMENT ---l,;M.u.a~Yt.-_--3.---Jl....9u7i-.-"'"_DATIii OF DEATH J y'.Y 29.1970 DATE 1970 Au.24 NO.OF VOUCHI;III NAM&:OF PAYEE Re ister of Wills Advertisin REMARKS AMOUNT 12 00 to &15 00 31 Bebout &Yohe Company Funeral expenses 882 00 S Rin old School District 1970 School taxes 64 47 1971 Re ister of Wi II s Inventor &R.C.I.6 00 15 Re is ter of Will s Account 18 00 5 Wil .McCallister Sr.Executor's Com ensation 207 10 15 Bett E.Wenzel Notar fees 3 15 Attorney's fees 207 Audit costs 1481 17 COMMONWEALTH OF PENNSYLVANIA }S.:COUNTY OF Was hi ngton I,William ,1.McCaJlister.Sr.HEREBY CERTIFY,THAT.TO THE BEaT OF ~y KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ACMINISTRATION SUBMITTED TO THE ESTATE OF 01 i ve Smi th.DECEASED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES......,,;/~ li:V.d~Pr~IYrt.rrtflNt~(L.5.) SWORN AND SUBSCRlBEDItEFORE ME THIS ;:Ltl DAYOf'Execut of the Estate of~JJk;g.q;;;;,d/lell-01 i ve Smi th,deceased 7-·.~ .1 £2 21 ~d I ' ......1,.'.,_ '. " -" .j "•,.~',.1.', -------------------------------" ·O_""J ........... IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. .In the matter of ,the Audit of Account filed in the Estate of 38 ..96 ..7Docket )Date or deolh 1-~f-1o, \N).~l of -.mO Term,19__.A.A. I )Deceased Smith,Olive TO THE AUDITING JUDGE: Enter my ,appearance for the Commonwealth of PennsylVla'wa,cIaining tI'ansfer inheritalllce tax in lfue above estate,as follows: DR. To appI'aised Vialue of Estaie:Realty__.__.____...._........__.......__. _...__..$_.-1__--=--5=--..-~0-0-...:.,-=-O_O:..----_ Personalty .............._...._.____....._..$6~£~:l==_=..:..'___=:(J~CJ~_ Additional Assets per Account,Subject 'to Tax.....__.... ..---------..-------.-------.-$_'_ $----------- $ $------- $--_._-- $------ $------- $-------- ) \ Additional Debts and Expenses per Audit CR. Debts and Expenses per Account;see Note Additionall Assets per Audit,Subject to 'l1ax ..-._____-----------...-----------..-------.------$_.,---__~;__------- GROSS VALUE ...............$-~1~·_/!/J.,()0 IYt!#/1 TOTAL DEDUCTIONS,$ _ NOTE:The followiJIIg credits claimed in the Account are held not deductible 'a's against the tax: CALCULATION Gross V.aUue_.._ Less Deductions_..._.._ )- Clear Value ... _.! able a't 2% %3--- $~-=~----'._-~~-­ -------------------_.~~---~~--===~~~~-----~~-~=-~------- /!-$1_11/I~ &?t-l!l:ON~rx;;~N~J,}-Tot,l Tox......_........._.......$~'i..q~LV '6 ",1 ~~Le"amount p",viou",y paiL........•__.•..•...........$178 ,~z--- $Balance .__....__..... ..__........_.._ $z"~r ~~ $---------Interest__yrs.Z,mos;.,)..........days @ ~%..$,1T- . ••.{)Jqr/,-...f{2.c2 ZII A / .-f/e/l)~~~.'1,.3~ Of -;;?9S'f 1----'-11 ~1772J ~ Noo ________Term,19 __•AA ESTATE OF Deceased \ \. -- PRAECIPE FOR APPEARANCE FOR COMMONWEALTH OF PENNSYLVANIA ~5 ~~~--~._---------~---------- --' RCC-81 (6-71) t'" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT William J.McCallister Sr. (Executor or Administrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division J In Re:Estate of __O--=li='~v...::.e_S..;...:'IID.:='t::..:.h=---_ __WC_a_s_h_in......::g::....t_on County -Fi Ie No,.....:6.::..3_-7.:....o-..........:.82--=-,';1=-_ Dear Mr.McCallister: You are hereby notified th at th~--;:;::-:--:!-;::-~.::.:or::....:J.=.c·g::l.:ina=:=l=----_ appra isement in the estate of O--=li=·:....:v....:e_S1Ill.::::.·::::.'t.=ch==-----,-~ has been filed in the office of the Register of Wills of Washington County on .September 30,,1971 ,Said appraisement reflects the following valuations: Real Estate $!:t4,-=,142~~.OO~·~_ PersonaI P rop erty 6=4I:2~.~OO:.=..__ Transfers _ Jointly Owned _ Tota I $X!4:1;i,J-l7~B4~.OO~L__ As to such tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any tax that remains unpaid after nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law, Signed Date of death:JUly 29,'1970 Title Frances Leo,Appraiser 11 Note:This is not a bill. .•J "" .._" RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of SMTIH,OLIVE (Last Name)(First Name) DATE OF DEATH 7-2~9-71 (Initial) FILE NO.6>70-82]. REPORT OF INHERITA~CE TAX APPRAISER WASHINGTONlI,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _ 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 righ:in Schedules "A","B","C",and "E", Dated:S'eptember 30,1971 REPORT OF THE REGISTER OF WILLS ILLS VALUE AS REAPPRAISED $-------+-- 2,660.832,660.B.3 ..... 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 DatedPCT 5 1971 RUSSEll MARIN.a I,the undersigned duly elected Register of Wills in and for Wa5hingtOlill.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",w'greate r lesser amount represents the sum allowed as a deduction. Valuation of life estates or -L= $1..-_ "-'" (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. COMPCTATION OF TAX I$----- $----,:... $--------1-- $-----'H"rI''l-4_-$.j'_i...l_'''1....:.,'l+~_"~._ TOTAL TAX FOR USE OF REGISTER ONLY Tax on $----------il---2% Tax on $----+__6% Tax on $------~-,........--5% Tax on $-----...,....."""'T",..",..--1-==.--~O Tax on $2.660.83 15% Exemptions========~=Total Estate -4-__ Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::t== BALANCE OF INHERITANCE TAX DUE $l= Add interest at ra-te of 6%from__-'--__to $---1 AMOUNT OF ESTATE TAX ASSESSED $----~L- Estate tax paid $--Jl-$...J1 '... BALANCE DUE L...:.- Add interest at rate of 6%from ------ItIO-----$------It= TOTAL TAX BALANCE $----~PAID $---J ' FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No. IN THE Year . MATTEn OF THE APPRAISEMENT OF THE ESTATE OF OLIV""E SNrrH Deceased <. Late of County of HONONGAHEIA ~JJ\SHn~dTON -. Commonwealth of Pennsylvania REPORT AND APPRAISAL r· ~~ £ .;t Fonn RCC-2 v DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT .SEPrEMBER 30,1971DATE;. NTY ~H~qmc;NCOU"~..!.:.::.:,. FILE NO 9.3.~.7~.$.?~_1 Whereas,.9.~.~~e.~1'.~late of ~9.~9.~9:A.~.J.\. in the County of w.~:~~G.~QN Commonwealth of Pennsylvania,having died on the ~~.~:.day 9f .~~19..7.9...,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.....................................~~~~.~~.~....~.~..........................................................,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 :1ereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future int€rest. Unit AppraisementDescriptionofAssetValuesMadefOrInheritance Tax PurpOIeS PERSONALTY $ SEE:COPY ATTACHED TO APPRAISEMENT .642 00 REALTY.. SEE CO'll ATTACHED TO APPRAISENENT $3.SOO {)O . 'DOtal $4,142~OO I I i 1, I .. ~.. ~.. ....., I , (Ifumbt!\"and Street) .......................................................................................................................................,Penna. (Post Ofllce) WASHINGTON County rOO • (.! ,. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of OLIVE SMITH Deceased. Late of MONONGAHELA............,. Date of Death,.".....~~..?9.,.J.970 Appraisemel!t Docket Vol ....i'j<:. Page,2:...=./..~o··:::::~~;i~i.i.i ·.. Hied in Register's Office,1Y .. Amount of tax due,:fj .. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal ft-om Appraisement,.. Entered and chnrged,.. l.~. -""~rt'" .\H.. ~I.."it'"~{).Ow• ./ RCC-4 (8·68) No·8 ~~~?NWEAlTH OF PENNSYLV~U\~~ DEPARTMENT Of iEVENUE ",!".'",.'11577 OFFICIAL RECEIPT •PENNSYLVANIA!I(JHERITANCE AND ESTATE TAX dollars r RECEIVED THREE HUNDRED SEVENTY and 321]00---------------------__j ...WILLIAM McALLISTER-Exr..representing Pennsylvania Inheritance or _-..A:.T..'Ix.L--<JjJl.S.l~a.L.'"-"'-HClE.lrn.u;lN..r__----.:E~st~at~e~T~a~x~d~u~e~f~ro~m~th~e~fo~I~lo~w~in~g~es~ta~t~e~:1;1From: Address 242 West·Main Street 2%-ax on $$---------Ir.i.ll Monon ahe1a Penns 1vania 15063 6%-ax on $$1"1 File No.63-70-821 Date of Death 7-29-70 ON ACCOUNT $__..;J..37uO.J....•....;3""'2o..--__11l $,-------- Date of Payme nt A_u==:-::...--:;.=.z.--=1::...:9:-7.:....;1=-......, Name of Decedent _O_L_I_V_E_S_MI__T...;..H'------., %-ax on $$-:...--------III!! Estate Tax,Act of May 7,1927 l County W_A_S...;..;H;.::.:I;.;.:N....:G'--T::;..O...;..;N'-'----I TOTAl.TAX CREDIT less five percentum of tax if paid 'Vithin three months after date "f death Plus hterest at the rate of __%:rom _ to _ 370.32$--------- $---------Ilil $,---------1111 SEA l TOTAL AMOUNT PAID $,===3=7=0=:.3=2===,~ :iNOTE:To be delivered to taxpayer Recei"ed by . NOTE:In accepting the transfer Inheritance tax an future estates,prior to the deah of the 1~~~0I0lI0;l......1IoooI!lo--~=~~~~:w..------11I1 tenant or tenant for years,as evidenced by this receipt,It Is understood that the Comrran..,ealth s all not be precluded or prevented from hereafter assessing additional Inheritance tax at the ~eath of ..,...£,~~~~~iU.J~~~J.....!!.....J!:5.Io!!~-----ID life tenant or tenant for years whenever 11 appears that such additional tax may be lega91y due and ..J collectible for any reason whatsoever.. __________________________......._~_...............J.'-_h__"__~_ --~...~'''' ••-__-----_._-------.-----_·-Of)r\SE hrw YTV.~P;'I?(f,1}HU1UH ;I:tfHIlT .·Ix~l-~I~JTGIJ.JA:)lf l·fAIJJU? ZYAl~'iI'~OH .J WI~I20 T.•YTTA -• I U .... .,, --....~ 1$':8-0'\-fa .1 ,. PRESENT REC}3JIPT HEN LIFTING INSTRUMENT TO-------------Registration Fee $ . Washington,Pa.,1J:.:f..l..:1..k.19 .. N~2926 RECORDER'S OFFICE RECEIVED OF.....•...~m.~____. paper ~.~Si ~~No 3..l.Q..7 to be recorded in the Recorder's Office of Washington County,f.en:Ja.Parties named below. ~.3 5"'"-<s r it r L ~I~ Fees $....................(1~()..:;J in S t T $.50 .~~P.!:2.t..c.r..~61taeax..........,; 1.00 Certificate and Seal $ . Satisfaction $ . Total $..}..lS~.~Recorder of Deeds State Realty Tax $.. .r \1 •• IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF OLIVE SMITH, Deceased NO.'70..,821 .1 Description of Real Estate to be certified by the Register of.Wills to the Recorder of Deeds in the Estate of Ol.ive Smith,deceased, Devisor,to William J.McCallister~Sr., Devisee. ALL that certain piece or parcel of land situate,lying and being in Monongahela City,Wa~hington County,Pennsylvania, bounded and described as follows: BEGINNING at the Southwest corner of Second Avenue and title devolved upon his wife,Olive Smith,by virtue of survivor- , his wife;and the said John J.Smith having died on July 3,1955, --------~~!,. I·I Wall Street;thence along Seqond Avenue Westwardly Ninety (90' feet to line of Lot No.37 in JamesStockdale's Plan of Lots; thence by line of said Lot No.37 Southwardly Thirty-five (35) feet to lot of James B.Hayward,Jr.,thence by line of said Hayward Lot Eastwardly Ninety (90)feet to Wall Street·and thence a10 ngsa i d Wa 11 St reet Nor t hwar di y Thi'r ty-f i ve (35)fee t to Second Avenue or place of beginning.Being a part of Lots Nos. 35 and 36 in James Stockdale's Plan of Lots as recorded in Deed Book X,Vol.4,page 687;and having erected thereon a one-story frame dwelling house,containing four rooms and bath. BEING the same which James B.Hayward,Sr.,et ux.,by deed dated August 7,1916,and of record in the Recorder's I Offj ce of Wash i ngton County.Pennsyl vani a.inDeed Book Vol.437.' I page 489,granted and conveyed to John J.Smith and Olive Smith, I II ship. .uo T .0 0 T .....') .00 1 .0 (i T 8 G2 .~0 11.0.50 207.10 207 .10 10.00 6 11.1:7 1)!l G1 .7 7 T -oX, '.AJ en l-'_1"; I ....--...-'~.~. KNOW ALL MEN BY THESE PHESENTS: on the 24th.day of August Whereas,at Washington,in the Count¥aforesaid. .~ A.D.19 70,before me, Russell Marino .,Register for the Probate of \Nills anq.Granting- !.t'tli:r,;pf l\dJllilli.~tr:ILil)1I ill :llId [01'the COllnty of \V~lshing'toll,ill the COJnllHI!1WeaILh or PClIIISylV:llli:l, the I:Jst \Vill ~Ind T'csrament of Olive Smith late of Monongahela in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),wps duly admitted to prgbate;,1Ild William J.McCallister,Sr. the Executor in said 'Vill and Testament mimed,having appeared before n;leand taken ancI suhscribed the oath of office prescribed by law;. NOW,THEREFORE,J,Russel).MarinC!,Hegister as aforesaid,do WilllamJ.McCalllster,Sr. commltting unto Him the admillistration of all and singular the goods and chattelS,rights ancI credits,which were of said deceased,and requiring Him to exhibit a true and perfect inventory thereoLinto the Register's Office,at·Washington,withi·n ninety clays from the date hereof,and to render a just and true account of said administrafion at t11e expiration of six months from the date hereof,ancI 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 iwncl and the :-.eal of said in the year of our Lord one thousanu 24th. Seventy August nine hundred and . Oll'ice at\Nashingtoll,this ! day of ., .'! '1,I. WILL:OF OLIVE SMITH ~~,,.-·...s...',';.,- I hereby appoint my brother,William J.McCallister, All the rest and residue of my estate,both real I direct my Executor,hereinafter named,to pay The foregoing instrument was signed,sealed,pUblished, 3. 2 • 1. I,Olive Smith,of the City of Monongahela,Washington ~.~."'--~-- I!III'I! I'IIIIII County,Pennsylvania,having full legal capacity in the premises, IIiII do hereby make this my Last Will and Testament,hereby revoking II!I and making void any and all Wills by me at any time heretofore Ii made,in manner and form as follows: II,~:all my just debts,funeral expenses,transfer inheritance, ,\1'1 1 'succession and estate taxes for the payment of which my estate '.\may,be lawfully liable,and·the expenses ,of j the administration of IIij my ~state as soon after my decease as may be proper and expedi~nt. I, .Ii! I Iand personal,and wheresoever situate or found,of which I may II'die seized or possessed,or to which I may be entitled at the t~me of my decease,and ~emaining after the payment of the several .'11,.items set forth in the preceding paragraph hereof,I will,devise I'I'I(atid bequeath unto my brother,William J.McCallister,Sr.,in II 'fee simple and absolutely . II I !Sr.','to .be the Executor of this my Last Wili and Testament. 1\ IN WITNESS WHEREOF,I,Olive Smith,the Testatrix,have II!hereunto set my hand and seal to this my Last f!'Jill and Testament I .r this twenty-ninth day of November,in the year of our Lord one 1\thousand nine hundred and sixty-seven.I II ..-'P..£';"~~(SEA1:.)'I II ! I II,. I I \, ,!" ',l' , I liacknowledged and declared by Olive Smith,the Testatrix above name~, h .~as and for her Last Will and Testament,in the presence of us,who,1 .~~~her request,and in her pres~~ce,and in the'presence of each i 1\other,have hereunto subscribed our names as witnesses hereto.I 1I..I II I I!I'1\.,Il 11II II 1:ij, ~.., ,·1.,''1-)1 -J'... ,".';;!lf1Jl'~r7-'~"':~rD;)'<7't~.\~F,/".lV":·)'~'1"'·',';1 J~~~3-:7cJ -"--0 ~I .-:~.:~\,;;'l"~btt'ftiifiExt~tnr QJ)r.i\~mt"t6tratnr ~latt of '~l~anil},!\-.."..-...'...-J))-/ \.".nu·<ltounty of Ihtn~ittgton'-'=.~ Personally before me,the undersigned authority,a ..,N.Q.:t~tr.Y-P..u.bJ.Lc;in and for said County and State,appeared W.Lll.L~JJJ J.~M.c.C.allLs.t.er..s S.r..•..,_-who,being .duly sworn according to law,deposes and says that he'is the executor »~oaolooit1Xst.ooxof the es- tate of ~O_L.LV.E S.M1IH .•......~de'ceased,that the foregoing schedules constitute a., complete inventory and appraisement of the real and personal estate of Oli.y..e S.rnith..s , deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opp(}site 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'UroXr»sd;xa¢»~.....'.-t:;iL,".'~:~"~.Swo~n•.~nd subscribed before me thiS .....j./t..~..}'<tJ','1,'/1''£l,".,;,,4/)'"".~ /'j;,day of,:..,.:M.ay..~,19 .l.l..........,',.~~~~~~~,.. .""~~d!..~~''"~.:::r cro ~,.'.~j:~~.:.....:......~-!,..,NO >l'~y "P'u'bli'",..~~~~;~~~~~INSTRUCTIONS'' "'0)~,..1 ..','$!i~L Ahinventory must be filed within three months after appointment of personal representative.'1'1-;O)~•2.A s'uppIemental inventory must be filed within thirty days of discovery of additional assets:, i .o,t ~:l~,3.'1 Or:iginal and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, ~:'it:$~.,,.'....Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- :'t:$:tf:'eluding Copy of Will and copy of Federal Estate Tax Return. :j!",!#§-REFERENCE FOR ADDITIONAL COpy . -"Act of 1947 P.L.513 Sec.5.2,72 P.S.484~.2 '1' 'r'~'__"~'.""".._....r_..._..._.__;._._~,..._--.-...-__-"":"'..~_~~--_-..-_......:.~__.......",.._.:....~..__..~~..-..._.,_,_i-.._..··,..--_··--~-~._...,---.----.--~-----..'-."-.......-........----....-....-.~-....~,.~,.---.;""-..--:..,,--.-..---......,--._~-_..'-----.-- - -.-"'-'"...__...,-"..~_.--...---'- '.~ttttrtttory nub j\pprninrmrnlof the goods and·chattels,rights and cred,ts which were of .,,9.~.I..y.~.;..S..M..r.T.H..~: :..,.late of M..9..D.<?D.9:~.h.~J.~,.~.,..,.::,:'..: . Washington CcYunty,Pa.,taken and made in confo;mity with the above affidavit; 300 00. ,'192 00 150 00 642 00 It Sale of furniture Avenue Westwardly Ninety (~O)feet to line of Lot No.37 in James Stockdale's Plan of Lots;thence J, feet to Wall Street and thence'a'ong said Wall Cash Security deposits United States Treasury -Social Security Death Benefits Commonwealth of Pennsylvania REA LTY:ALL t hat cert ain'pie ce,0 r pareel 0 f 1and 11 situate,lying and being i~Monongahela City,Wash-~ aingtonCounty,Pennsylvania,bounded and d~stitbed .~ I'as fOllOW~:BEGINNING at the Southwest corner of :1 Second Avenue,and Wall Street;thence along Second !i \1 1 II,JbylineofsaidLotNo.37 Southwardly Thirty-five ~ rj:, \; by line of said Hayward Lot eastwardly Ninety (96)~. ,lIt II-IIStreetNorthwardlyThirty-five (35)feet to Second H, II Avenue or place of,beginning.Being'a.partof Lots~ Ii Nos ..35 and 36 in 'James Stockdale's Plan of Lots a~~ ,i,I o'11I .(35)feet to lot of James B.Hayward,Jr.,thence DOLLARS CENTS ...:,~.'';'7-:-:--;':'---;::-::;=:~=-':":;.;-...-:~~::.:::';:.=.:.."'="'"..;::.~...:.::-..~~·......-:-:;;,~=:;:::;.'";.~';:-:c,~7:7:;:;:::.:=:_.;::;...-:::;:-..:.:·~~,;:~"':'~~.':f!~~'':'~:::';~~=,_.....7'<-~'.~-.::-~:.~.....-:'::.-;~.-:~~~,-:::...~~. PER SON ALT.Y : -,.',:".i:·..'. .,Il,IBalan~e cif Social ! \. , "f tr (. I-~.':.I'.,'f~:~;;'~-'=- ~ Lf·~/. i'. .'I .....;."'.'I;~,'•t'J .~~~l:' ;'"' ..,.I,,'.,~;:, .; .t~• ' r e'c 0 rdedin Dee d Boo k X,Vol.4,Page 687.;and havi ng erected thereon'a one-story frame dwell i ng house,containing four rooms and bath.BEING the sam e whi ch Jam es B.Hay war d,Sr.,etux .,by d.e ed .dated August 7;1916,an1 of record in the Reco~der's Office of WashingtOn County,Pennsylvania,in Deed Book Vol.437,page 489,granted and conveyed to John J.Smi.t han dO 1i ve Smith,his wife;and the ..said John J.Smith having died on Julj 3,'1955, title devolved upon his wife,Olive Smith,.by virtue of survivor~hip.(Assessedvalue - I i. " $1265.00)'$3500.00 Personalty SUMMARY Monongah~1a,Pennsylvania \ ..... .'.' $64'2.00 3500:00 $4:142.00 , 1971 .'. Realty Total Assets Dated:May ". .';: ";'-.''. ~.--",', '. t='.~..,.,.... l~ , '~ ..''(4 ~'. ,. ...;., '.'1 -",'.\,Ii,\,j.J:\ H\J SSE LL l/,:\if..\\';\0 \l.£G\SIE\-\OF ~i\LLS~iJAS\1\\'~C:TOH CO"?A.