HomeMy WebLinkAboutOC1970-0862 - ESTATE OF DAVIS•
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KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
onthe 3rd.day of
Russe 11 Marino
September A.D.19 70,before me,
,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
late of
George R.Davis
Independence Township in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
Myra Iaughlin
trix
the Execu1JDX 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
Myra Laughlin
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 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 3rd.
day of September in the year of our Lord one thousand
nine hundred and Seventy
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Register
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~ASJ wlLL A~~TESTN1ENT
I,GEORGE R.DAVIS)of Independence Tow~ship,
Washington County,Pennsylvania,do hereby make my Last Will and
JJ
day of September,1963.
t
Testament,and revoke all \"Jills by me at any time heretofore made.
1.I direct the payment out of my estate of the ex-
penses of my illness and funeral.
2.All the rest,residue and remainder of my estate,
real and personal,I give,devise and bequeath in equal one-half
(1/2)shares to my brother,John Davis,of Belchtown,Massachus-
'"etts,and my sister,Mae Davis Sweet,of North Grafton,Massa-
chusetts,their heirs and assigns forever.
3.I nominate,constitute and appoint Myra Laughlin,
of Washington,Pennsylvania,Executrix of this my Will,and I
direct that she shall not be required to enter security in any
jurisdiction in which she may act.
IN WITIiiESS HHEREOF I have set my hand and seal to this
my Last Will and Testament,this _:l<--tl
(Seall
Signed,sealed,published and declared by George R.
Davis,the above named testator,as and for his Last Will and,
Testament,in the presence of us,who at his request,in his
presence,and in the presence of each other,all being present at
the same time,have hereunto subscribed our names as witnesses.
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l\ffibuuit ®f iExrrutnr @r ~~miui!itrutnr
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Personally before me,the undersigned authority,a ~~_~~;'_y ~~!?X!~_in and for said
County and State,appeared ~~__~1!g:-~I~t---------------------------who,being duly
sworn according to law,deposes and says that She is the executor lK'~Ki~UtKU of the es-
tate of .g:_~QB:G~K!__J?AYJ~L deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of q§~~g~~_~__.PkY!,S
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite
each item of real and personal restate in the foregoing schedules are determined and stated by the
undersigned to be the fair value of said items as of the date of the decedent's death,based upon a
just appraisement of each item made by the above named Executor ~~.
Sworn and subscribed before me this .3..0.th.}0 ~.
d f Marc'h ..fl 199 ..7.711 }~~~1~w.c;:,.ay 0 0 ..v ~...(j Executor······~················NbtarY···Ptibl1c·
Washington:"Wash.County,Pa.ADDITIONAL INSTRUCTIONSMyCom.r..?CP.Feb ..20,.197.:>....1.An mventory must be flIed wlthm three months after appomtment 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 Oopies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
~uu,rutnrg uub !\ppruis,rmrut .of the goods and chattels,rights and credits which
were of g.~9.~~~~.~..~.P.AY.+.~late of JP:~~p.~.~4.~~.~.~1"-:9.~~.h~.p .
Washington County,Pa.,taken and made in conformity with the above affidavit.
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DOLLARS
PERSONALTY
CENT$
Checking Acct.-Wellsburg Banking &Trust Co.,
Wellsburg,W.Va.
Savings Acct.,1fA5896-Franklin Savings Bank,N.Y.C.
Savings Acct.,1fA63l7-Franklin Savings Bank,N•.Y.C.
1951 Pontiac Sedan
Total Personalty ......•.•...
REAL ESTATE
37 04
1,818 19
10,254 27
12,109 50
ALL that certain lot of ground,situate in
Independence Twp.,Washington County,Pa.,fronting
66 feet on the Southern side of Route #50 (formerly
Route #28),adjoining lots now or formerly of Robert
Malone,J.A.Perrin,and Viola Westlake;on which
is erected I-story frame house.(See Deed Book 1070,
page 240)2,50000
TOTAL ESTATE .•.......•..•••.14,609 50
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(p ~-70 ---n ?//
Inventory and Appraisement
IN THE ESTATE OF
GEORGE R.DAVIS'~:"''''''''''''''''''''''''''''''''''''''''''''''De'c'e'~sed"'"
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The First &Final Account of Myra Laughlin,Executrix of the <
Estate of GEORGE R.DAVIS,deceased,late of Independence Town-
ship,Washington County,Pennsylvania.
The Accountant is charged,as follows:
~--~-------------------------------------------------------------
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To amount of Inventory &Appraisement
Franklin Savings Bank -Interest
$14,609.50
150.88
Total Assets of Estate $14,760.38
Total Credits Claimed 3,999.92
BALANCE DUE ESTATE 10,760.46
I ,
The Accountant claims credits out of the assets of said
Estate,as follows:
---------------------------------------------------------------
Russell Marino,Reg.
Wash.County Reports
Observer Pub.Co.
Letters Testamentary
Executrix Notice
Executrix Notice
$20.50
14.00
14.00
9/8/70
10/16/70
Bell Tel.Co.
Recorder of Deeds
Russell Marino,Reg.
Marie Guidos
Russell Marino,Reg.
Final tel.bill
Cert.of Notary
Short Certificate
Notary Fees
Filing Inventory
34.48
2.00
1.00
8.00
3.00
11/2/70 Washington Hospital
11/2/70 Dr.J.C.McGinnis,Jr.
11/2/70 Pittman Funeral Home
11/23/70 Vance &Westfall Agency
11/23/70 Russell Marino,Agent
1/7/71 Recorder of Deeds
1/7/71 Recorder of Deeds
1/7/71 Velma A.Pattison
3/30/71 Dr.J.K.McCarrell
Myra Laughlin
Alexander McIlvaine
Russell Marino,Reg.
I
II
I
Bal.on hospital bill
Prof.Services
Funeral Expenses
Premo on fire ins.
a/c Trans.Inh.Tax
Pa.Realty Trans.Tax
Twp.Realty Trans.Tax
Hauling rubbish
Prof.Services
Executrix Commission
Attorney's Fee
Filing Account
Total Credits .
54.00
30.00
897.00
4.00
1,282.50
25.00
25.00
25.00
68.40
738.02
738.02
16.00
3,999.92
Observer -Reporfer
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May,1929.P.L.1784,as amended.
Commonwealth of Pennsylvania,County of Washington,SS:.
Personally appeared before me,a Notary Public in and for said County
and State,Richar.d S..•....c.o.w.an who being duly s,worn
according to law.deposes ,and says that he is the S.ec..r.et.a.r.y .
of the Observer Publishing Company,a I"ennsylvania corporation,and its
agent in this behalf;that the said Com.pany is the owner and publisher of
the Observer-Reporter,suce-essor to The Washington Observer.established
Septembe,r 18.1871.and The Washington Reporter.established August 15,
1808,a daily newspap'er of general circulation,printed and published and
having its place of business at Washington,Washington County.Pennsyl-
vania.where it or its predecessors have been established and published
continuousIy for more than six months prior to the publication of the notice
hereto attached;that the printed notice 01'advertisement hereto attached
is a 'copy of an official advertisement,official notice,legal notice or legal
advertisement.exactly as printed or pUblished in the Ob£lerver-Reporter in
its regular editions on the following date or dates;..
..............................S.ep.t.ember lQ.,..17 and 2.4 19.70 .
that neithe'r th!e affiant nQT the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the alle,ga-~~~n~r~~.this affidavit as to the time,PI7Jand charactj O,:,?ublication
!c/d.-t44t?/L ~~
ESTAT~~~~U'~W~NOTICEde~eased late of Ind GE R.DAVIS
Ship,WaShington cependence Town.
Letter T ounty,Pa.ab s estamentary upon theoveesta!e haVing been granted to
the.underSIgned,all persons having
claIms against the estate are reo
quested to make known the same totheundersignedorhisattorneyandallpersonsindebtedtothedece.dent are requested to make pay.ment to the unl;lersigned withoutdelay.
MYRA LAUGHLIN698DonnanAvenueWashington,Pa.15301ExecutrixALEXANDERMcILVAINEAttorney·33 W.Beau StreetWashington,Pa.15301
70213·Thurs.-3t
Sworn to and 'Ub,,'7i~::~~G:~;~~10
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6,1972
W.«»HR emmiy Re~@frlt§
~~~ai¥M~:jt)f:X
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON t
STATE 01'PENNSYLVANIA (S8.
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washington County,publis~led weekly having its
place of business at Washington,Washington County,Pennsylvania,and is act-
ing as its agent in this behalf;that the said WASHINGTON COl'NTY
Rc~PORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County,Pennsylvania,by order of the several
courts of said County,dated November 11,1920;that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement,exactly as printed
or published,which appeared in the said legal periodical in its regular issues on the
following dates:
September 10,17,24,1970;.............................................................................................
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject matter of said notice or advertising and that all of the allegations of
this affidavit as to the time,place and character of the publication are true.
t~jfa..~..dl.~!({2 ~II)L-.'-./L-V~~e-:~~~~.!lidior~L
Sworn to and subscnbed before me thls-----L _---..-::::;
..?.~t~......_day Of.......~.~.P._~.~.~J-~T_~19'Z.~...---_..----....-..,-
;r-r<L4C-~~$T::"'-
JO"-:":INE T.SCIAMANNA
IMary Public,..shinrton,Washington Co.
My Commission EXi;ires July 1,1974
Estate Notices
The Register of Wills has granted let,ters,
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.
• ••• • • • • • • • ••• • • •
DAVIS,GEORGE R,Dec'd..
Late of Independence Township,Washington County,Pen.na.Executrix:Myra Laughlm,698 Don-nan Ave.,Wash1ngton,Pa..15301Attorney:Alexander McIlvame,33 W.Beau St.,Washington,Pa.15301
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The within named Accountant being duly sworn according to law,depose Sand sa)S that the above account
as stated is true and correct as ~~~verily believe.
Sworn and subscribed before me this }Q_~h _
March 71dayof--.----.---------.----~------l----...----~-----j19 _
··-------~~DITC------
Washington,Washington County,Penn.
My Cormnission Expires ,SdJ :4-cf'7S-
--~~~£~-~------------------
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 Stdtute and Rule of Court,as evidence by proofs
thereof filed to No.-b3-:':1L~.ll1---------------------.
Register of Wills
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The Court is respectfully requested to determine
proper distributio,in this estat~.Q .
'--"-/-'[A..oiftlrt-t cf&1.OJ;.~~
Counsel for Accountant
J
~1t :t4~Qrnurt nf Qrnmmnu Jl~ali nf llan4iugtnu <1tnunty
®rp4auli'Qrnurt ilittininu
In the matter of the Audit of Account in
J
Estate of_.....:G:.-E__O_R_G__E_R---=-._D_~_V_I_S~,{
deceased
TO THE AUDITING JUDGE:
63-70-862No._
Enter -=m::::y.J--,appearance for -=A:.:.c=c:..::o:....:u=:n=t:..::a:::n~t _
21st day of
----
May ,19~
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.
No.62-70-862
In re Audit of Account in EstaJe of
GEORGE R.DAVIS.
Deceased
AUDIT
'rartip~fnr 1\pp~arattt~
FOR
Accountant
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ALEXANDER McILVAINE
Attorney
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PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form )
GEORGE R.DAVIS,Estate of .
Deceased
No ~~:.?Q.:-.§.~~.
Fiduciary ~y~~r:..~~ghJ.,.Jg'-.
Executrix......--_____-..---_.._------_.
Date of Date of
Decedent's death :~~g.~..}.?'....~~.?.Q Grant of Letters ~.~p..~.~..}.~..}.?7.Q .
This is the..:.¥.J~~.~~.JfJ!).~~account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term :'::':':'':'.
Election to take
Under or Against will.(cross out one)
Date Election Place of;
Filed Record .
N f . .Decedent never marriedame0survIvingspouse ,.
List issue,where material:
None
Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate)
XX.«.No.If answer yes,na,me them :.
Leg.atees
John Davis
Mae Davis Sweet
Relationship
brother
sister
Interest
1/2
1/2
Fiduciary,if deceased or not sui juris
List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause:
No exceptions
If partial intestacy,give facts:
None
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.~
If any exception give cause:.
File copy of Notice .
and date of mailing kp.r.;i,.+...h.7...2 ~.~.7.J.,..
Is estate subject to the filing of a Federal Estate Tax Return?~~,.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.J.:-3.5.Q.•.QP {t~.l?§5.%....gJ§.c;.9.gnt)
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant.....:'....:'....:'....::.
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 necessary for the preparation of the adjudication:
NONE
Balance for distribution per account,
Itemize any additional debits not shown by account:
First Fed.S &L of Wash-Int.on
Savings Account $133.91
Total additional debits (Add)
Itemize any additional credits not shown by account:
Pgh.National Bank ~Service Charges $1.18
Total additional credits (Subtract)
Balance for distribution
$..1Q.,.7..9.Q.!.4.9 .
$.Jl3 9J .
$.J.~J~.
$..19.'-~.9.~.~.~.~.
,~
If balance for distribution is ,not in cash,list each item held in kind,giving appraised Value (or distribution Value);
CASH ONLY
A
.\,,",...P/o
11~(/0
10-
IV
.or
If F "E 'I'd b P ... I f R d'No Claimamiyxemptloncalmeyetltlon,give pace 0 ecor _ __..
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:~~gJ~.~.
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:
JOHN DAVIS,brother
(Bloom,Bloom,Rosenberg &Bloom,Attys.)
MAE DAVIS SWEET,sister
(Bloom,Bloom,Rosenberg &Bloom,Attys.)
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
1/2 residue
1/2 residue
being duly_.._.._..~~C?~~doth depose and say
that the facts set forth in the foregoing petition are true
to the best of :h~.~_.___._knowledge and belief.
.......................§:w~n~n.to and subscribed before
me this 19.th..day of J1~y.~19.?~.
Signature of Officer..~:br~~
T~.icer ~~~.~~~~~!?~~.:=.
Office expires~...<-.6.i!.:P..::../..r;...:?~.
And your petitioner will ever pray,etc.
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No §.~.::z.Q:.?§.?.
Estate of GEORGE R.DAVIS...............................................~.
Deceased
Fiduciary ~y..~~~~.~g~lin ~~-.-_......._-~------_.._..__.._-..
Executrix.........------..---:.._-_--_--_-_-.
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following[in conformity with Court Rules
adopted effective December 3[1951[being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem[if pertinent..
3.Copy of Order appointing Trustee ad
litem[if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administr9tion
C.T.A.or an attest copy of WiII.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the·
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
ALEXANDER McILVAINE
.....
.Vd •.O:J NO1~;NIH S'1 it\
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~2 Attorney
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY.PENN .
ORPHANS'COURT DIVISION
papers in this estate.The entire balance is in cash.There are no
)
)
)No.862 of 1970
)
)
)
)
HEARING ON AUDIT
ALEXANDER McILVAINE.ESQ.•of Washington,
Pa.•representing the Accountant.
Friday,May 21,1971,at 1:30 o'clock P.M.,
EDST.
THE HONORABLE P.VINCENT MARINO.Judge
of the said Cou rt.
ESTATE OF
GEORGE R.DAVIS.
IN RE:
0(Deceased.~UIZZIdII.
ie BEFORE:
ClzxII~
ti APPEARANCES:
ii:I-UIQ
oJ0(~TIME:
::l.,
.~
01
ui~THE COURT:Number 862 of 1970,the estate of George R.Dav's,
ll:oII.~deceased.The Executrix is Myra Laughlin and the attorney is
l-ll:g Alexander McIlvaine.Mr.McIlvaine?t1
oJ0(~MR.McILVAINE:If the Court please,I have he re all of the necess ry
Jl,o
complications whatsoever and all taxes are paid.
THE COURT:Is there anyone else in Court interested in this
decedent's estate?
(NO RESPONSE)
THE COURT:The audit of this account is marked closed by the Court.
A UDIT CLOSED)
OFFICIAL COURT REPORTERS.27TH JUDICIAL DISTRICT.WASHINGTON.PENNSYLVANIAI
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Jruusylnuniu.(@rp4uns'Q!umt Binisinn
ESTATE OF
George R.Davis
deceased
No.63-70-862
In the matter of the First and Final
Account of Myra Laughlin
Executrix
ADJUDICATION AND DECREE
And now .June 2,,19...1L,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$10,893.1 9 and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and mode a port hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
e--
SCHEDULE OF DISTRIBUTION
.John Davis,(Bloom Bloom Rosenberg &Bloom,Esq~
brother,172 residue,5216.69
Mae Davis Sweet,(Bloom Bloom Rosenberg &Bloom,I
Esqs.i,sister,1/2 residue,5216.69
Balance per account _
Additional debit asked at audi t
Additional cresUt asked at audit
Balance,_
Deduct Clerk's Costs &Receipt....s 1
Attomey A_l_e_x_an_d_e_r_M_cI_l_v_a_in_8
1
Russell Marino,Agent transfer inheritance
tax,
133.91
26.00
433.81
$10.760.46
$10,894.37
$10.893.19
$10,867.19
JU1e 1D,letl!
\it..t3-2(,.OD
f!1l5S~((,"0f'\)1 0Cter\:6.(,$10,433.38
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Form RCC-33
RESIDIENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF .WASHINGTON
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
the Inheritance and Estate Tax Act of 1961.)
IN THE MATTER OF THE ESTATE OF }
GEORGE R.DAVIS AFFIDAVIT OF............................·..··..·····..·..···..i'St~t~··f~ii ..;:;;;;-;~..·~f deced~~t·)·..······,,....................................EXECUTOR
Late of .............................................W.~~hJP.:g,!:.9..t.:l.County ~
state of ,.,.,rEN.NSX~.vAN1A }
WASHINGTON ss:Connty of .,, ,..,.....
.,,.,~M ~P:G..~!~,
of the estate of the above-named decedent being duly sworn,depose S and say S
Executor
Decedent died A\1.gY$t:.
(Month)
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
2~naY)........,19..(?~g)....,{;,;~~~eaVing a last will,copy of which is hereto attached.}
.Ale~gn<:ler McJlyg::i,ne,..At:..!:.Q;-.Il.~y~!:.La:tY",,.
33 W•..Beau ,.~tre~1:~..~Cl~1:l~J:lgt:<?J:l'.Pa~~.??9.~,..
That as such ~~.~.~.~~.;'J~deponent is familiar with the affairs of said estate and the property con-
(I';x"cutor·Admin istrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-'
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
NONE
That the contents of said safe deposit box or boxes are itemized under Schedules,of this
return,with the exception of the following,for the reasons he~einafter set forth:
That Schedule A attached hereto and made part hereof sets forth fullv and in detail all the
real property in the Commonweal th of Pennsylvania of which decedent died haVing an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for
any other person or persons giving also separately the accrued 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,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the United States,or any state,or political subdivision thereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,.au~omobiles,_boats,and any and all
other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated
market value thereof;all bonds and mortga~es held by decedent and of all claims due and owing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face
value and estimated fair market value thereof,and if such estimated fair 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 insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of'the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
=_.1
')
r-
In the case of securities of close or family 'corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein mllst be submitted.It should also set forth in itemized form,together wi tho 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 natu're and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a copy
of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said
schedule a list of all property,real and personal,with its value,which passes at decedent's death by
virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the will,.deed,or other instrument of another,
with a copy.of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will~if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims OWing and unpaid at time of
de'ath;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act);together With a statement of collateral pledged for Obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","CD,"E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
..,
Subscribed and sworn to before me this ~Q.t.:.b...
................................................d~of ~.J;£;19..?J .
...............~.~.Publici ..
Washington,Washington County,Penna.
My Com.Exp.Feb.20.1975
..........•.._~~~._----
..Q.9..a P.QDJ.H~D A.v.e.n:y&_..
(Street Number)
.\.'1.~.~.b..i.p.g.t;.Q.D...~r.a ..
(City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
.,..
~CC-34 (1-64)
COMMONWEA.LT!"I OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyance by whi ch the decedent took title;if a farm state number of a.
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "FlO and must not be deducted from this schedule.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3\
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
ALL that certain lot of ground,situate
in Independence Twp.,Washington County,Pa.,
fronting 66 feet on the Southern side of
Route #50 (formerly Route #28),adjoining
lots now or formerly of Robert Malone,J.A.
Perrin,and Viola Westlake;on which is
erected I-story frame house.(See Deed
Book 1070,page 240)
-.11/1ft "t>l)flY7~-1:50()f~
'7/fJ.
$2,500.00 ~·$Oo.(Je;
(
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
,'
RCC-35
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintlngs,automobiles,boats,etc.)
Intangible personal propertYJ 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 eapacity,partnership interests,interest in any undistributed
.estate of or income from any property beld in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
ITEM
List and describe 1u.lly
UNIT
VALUE
ESTIMATED
MARKEl'VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
1 Checking Acct.-Wellsburg Banking &Trust
Co.,Wellsburg,W.Va.
1/r~Ft1 $37.04
2
3
4
Savings Acct.,#A5896-Franklin Savings
Bank,N.Y.C.
Savings Acct.,#A63l7-Franklin Savings
Bank,N.Y.C.
1951 Pontiac Sedan
1/
DK!tJ-.J 1,818.19
M!/~10,254 .27
I
No value
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"colunm on the last page of this return.
x x $12,109.50
·.
COMMONwEA.LTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "c"
TR...-'\.NSFEItS
.,
(1)Did decedent,within two years of death,make any transfer of any material part Q.t:his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)~o
(2)Did decedent,wi thin two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)No
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's health at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of propert:...without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enj oyment at or after his death?
(Answer yes or no)No
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)No
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)No
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others _
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)No
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)No
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)__
NOTE 1:The answers to these questions should be supporter!.by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market'value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM
NONE
DESCRIPTION MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
NONE
..
ReC-38
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RF.SIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRrCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly
with another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint "tenants,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real estate value in estate valuation column.Personal .property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisition,Name I unit percentage Estate DEPARTMENT VALUATION
Address and Relationship of Co-Owners,and PIace I Value Share Valuation CAUTION-Do not Write
of Record of Instrument,where Real Estate•!In This Space.
Value of Value of
Entire Decedent's
Property Interest
N 0 N E
I
I I
I
II
I
!I .
I I
I
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return..-
....
;-..~RCC~37'(J,.2-?3)
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
JOHN DAVIS brother yes over 21 1/2 residue
Belchertown.Mass.010 )]
MAE DAVIS SWEET sister yes over 21 1/2 residue
12 Bridge Street
North Grafton.Mass.01 ~36
Deponent further says that.all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
(Executor-Administrator
must complete "As
Reported"column #1.):~iOOOOo !No.63-70-8~;",
D<THE
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
GEORGE R.DAVIS
Deceased
Late of .Ind:ep~~cl~l:l~~':I.'()~.f;ll~P.
CJ...o'"'">-j
IljxIlj
0-Cb
trl'"....Ilj....Cll
>-j '"d ~...Cll CllIlj...Ilj::s '"-'"0..,.,::s '"dCllIlj.........-0
'"'t:l'"d Cll.......g ~
!!l~
...
~4"
.1
REPORT AND APPRAISAL
Commonwealth of Pennsylvania
County of Washington
.Vd •.0:)NO J 'J NIH SV;,\
S111/,.\"~()UJLSfQJ(j
ON!.':':'.":L!'.~Sn11
~~
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:~.:
enc:~
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W en tr.l >-<:
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*~~~'......::N:N;:z"..'"o :.......V1 ~::s :0:0 Cll ........
CD ,\.00'"0 ~.•.•0
'V10 ::;.
008.-........
~1(-:.."'1 ~'1;f
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"".~.~..tJ~~(j~-~~~~--C)C'J -"8~!f
.•
~
Register of Wills,Agent
DEDUCTIONS ALLOWED IN
THE SUM OF """"""$;i;rr~?.q
.t/~I ~:..--7/(f;0v,".
._~A"~~-'~~...J\J~
STATEMENT OF DEBTS
AND DEDUCTIONS
ESTATE OF _----::===--=.;~-=:::.::..:..::::::..__LATE OF _...;;I;.;;.n;:..:d--=e~p...:e;:..:n.;;.d;;..e;:..n:.:.c=e~T...;;o~wn~s:.:h.:.:i=.!p~_
CATS OF DEATH __...:A:.:u=g'-=u==s;.::t=---=2:..::6~,l.-.:1::.9::...:...7.=.0 _DATE OF FILING APPRAISEMENT Mar.31,1971
•"0,FF~CE OF THE
REGISTER OF WILLS
AND AGENT OF THE COMMONWEALTH
OF _--.:W.:.::Ac;;.:S::..;H=IN::.:.G.:::..=T~O.;:.N~COUNTY
Form RC C·lO
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"'1t
Russell Marino,Reg.Letters Testamentary $20 50
Wash.County Reports Executrix Notice 14 00
Observer Pub.Co.Executrix Notice 14 00
9/~/70 Bell Tel.Co.Final tel.bill 34 48
10/1 6/70 Recorder of Deeds Cert.of Notary 2 00
Russell Marino,Reg.Short Cert.1 00
Marie Guidos Notary Fees 8 00
Russell Marino,Reg.Filing Inventory 3 00
ll/~/70 Washington Hospital Bal.on hospital bill 54 00
ll/~/70 Dr.J.C.McGinnis,Jr.Prof.Services 30 00
ll/~170 Pittman Funeral Home Funeral Expenses 897 00
ll/~3/70 Vance &Westfall Agency Premo on fire ins.4 00
II/'3/70 'D........"l'1\6 .A'..
~~._,,,·o....ul,.ale Trans.inn .___,LoU.!..:>tI
1//71 Recorder of Deeds Pa.Realty Trans.Tax 25 00
1/7 71 Recorder of Deeds Twp.Realty Trans.Tax 25 00
1/7 71 Velma A.Pattison Hauling rubbish 25 00
3/3(1/71 Dr.J.K.McCarrell Prof.Services 68 40
Myra Laughlin Executrix Commission 738 02
Alexander McIlvaine Attorney's Fee 738 02
Russell Marino,Reg.Filing Account 16 00
Total -~,~9~9.91-92 -
Ii '111 I~t")
t
o DECEASED.AS DEDUCTIONS FOR
ci "-v ?f~'L.51(
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF ~Wmm¥ASH-=rrnINGT~ON,.,.--so:MYRA LAUGHLINI........::::.....:::...::..:==-=::.:.._
HEREBY CERTIFY.THAT.TO THE BEeT OF
MY kNOWLEDGE AND BELIEF,THE FOREGOING fS A JU§.T"..btW TaU i.lilr.t.:l:.~T OF DEBTS,FUNERAL EXPENSES AND EXPENse OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF lit;UKGt;K.U8V is
INHERITANCE TAX PURPOSES,
SWORN AND SUBSCRIBED SEFORE ME THIS 30 th DAY OP'~81fCh '--.llll.!-~l;l-l.<....l.~-j~J'P"'lr-'l~I-r+"';-"'--
i.~tary Public
Washington,Washington County,Pa.
My Commission Expires ,9.<.A-;;Lt!-t?']j'-
...--.I
'''-'
•,
RCC-51 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
Myra Laughlin
(Executor ~.)
IN YOUR REPLY PLEAOE
REFER TO
38-99-6
,.
In Re:Estate of -....::G:..:e:..:o:::r:..c.g:2.:e::.....::R.:..!.!......:D:..:a:::..:Vl.~·~s~_
_____-!.!.1tl2:.as~h.!::linwe.~..l:I.tJ.!.onu..-County - FHe No.63-70-862
Dear Miss Laughlin,
You are hereby notified that the ~o~r~i~g~inal~~_
appraisement in the estate of George R.Davis
has been filed in the office of the Register of Wills qf Washington
County on April 15 ,19~.Said appraisement reflects the
following valuations:
Re al Est ate _--'-.....!2...,J-5.1.l0oLlO"".LloO~OL.-_
Personal Property __=12~.1=O~9LL.5~O~__
Transfers --------
Tota1 --,-..d!:U~,.l:!60l::'.9~.....5~O"---__
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date Ap~r.:.-i...::;1::....=1~5L..'....:;1::.:9:...!7...=l:..-_
DATE OF DEATH:August 26,1970
Note:This is not a bill.
Signed
Title
~~~
ALFRED TOOl ,APPRAISER I
·,
.'Aio·\';:',,.
RCC-39 (5-68)-,
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX SUMMARY
RESIDENT DECEDENT
Estate of Davis George R.DATE OF DEATH 8-26-70 FILE NO.63-70-862
(Last Name)(First Name)(Initial)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington ,
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E".
Dated:April 15,1971 ~qJ/~~"'~iNHRiTANCE TAX APPRAIS R .
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for v'lashington County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:April 15,1971
REGISTER OF WILLS
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)$?'100 JO $2.')Ol UU $
Personal Property (Schedule B),'?1()O t:;()12 10c SO
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS 11,..609 50 14.60c 50
Less Debts and Deductions ")717 L2 2.7r 1,.2
(SCHEDULE F)
CLEAR VALUE OF ESTATE 11.892 08 1l.89~08
Valuation of life estates or
annuities ...................$t=E l=ESTATE TAX ASSESSMENTS $
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on $2%$
Tax on $6%$.
Tax on $5%$
Tax on $@b $
Tax on $11.802 08 15%$1.783 81
Exemptions *(*)As evidenced by Charitable
Total Estate Exemption Certificates issued
TOTAL TAX $by the Secretary of Revenue.
Less tax previously paid $t=BALANCE $
Less 5%of tax if paid within
3 months after death $
BALANCE OF INHERITANCE TAX DUE $t=Add interest at rate of 6%from
to $
AMOUNT OF ESTATE TAX ASSESSED $CEstatetaxpaid$1-BALANCE DUE $
Add interest at rate of 6%from t=to $
TOTAL TAX BALANCE $
PAID $
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.
,1rf:!\
i
;
Will l
Administration ~No....
IN THE
Year
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
...(}:E:QItQ:~l1.~..DAVIS
Deceased
Late of ..INDEPENDENCET~rp.L
County of WASHINGTON .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
;>
Fonn RCC-2
QE~AR,T~~T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE .Apr..;i,1 15.~J.:9.7.J.::.
COUNTY Wa.~gt.~Q.n..
FILE NO...§?:?9.:.?.?..~.
Whereas,Ge.or.ge R Da:v.i.s late of J.;r.l.q~.P.E3.~~~.~.~.~~~.!..
in the County of Was.bingt.on :Commonwealth of Pennsylvania,having died on
the 2.6th day of A~$.'j;,19 .79,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,ALF.RED T..QS..1 ,an appraiser duly appointed'according to law,
having been designated to make a fair and conscionable appraisement of the said estate and to assess and fix,,
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
of Unit AppraisementDescriptionAssetValuesMadeforInheritance
Tax Purpo.es
$
'RF./l T.'T'Y •
S:ee COpy of schedule IIAII attached to appraisement 2,500 00
PEHSONAL:
See copy of schedule UBI!attached to appraisement 12.109 50
t.nt.::!l li.609 50
.
...
form~~bl:~::l:;'~W~~~r<I~~:~:;o~....~~=~~~e&;;:.,~=~=;;a:=~d~
7 ppraieer
..................................................................................................,..........................".....................................
~umber and Street)
...........................................................~...............Penna.
(Post Oftlee)
.......H.Wa$pmgtqlJ .County
/'
,/
r~I!~,,~'t)r .I i'-;'L.~.-...,.,
f?I Jl!H "}rn z 58
RU:~'l'~;~~._hi,1\F\tti 0
nc\:;\S,:.-.\OF WILLS
Vu~S:1 i;;.~TON CO .•PA.
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
..........................George R•...P.avis ..
Deceased.
Late of
..........................,.~<i.(;l.p.t3.I.1.<i~!l.~~'l'!.1P..~:..: .
Date of Death,$.~Z.6~7Q ..
Appraisemel!t Docket Vol.,,3.8 :..
Page,~~.-:.?No...??:7.9.::?§?.
Filed in Register's Office,..~?~~~.?19 7l
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo,ut Appra.isement,.
Appeal ft-om Appraisement,.
Entered and charged,.
/.
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I.f
'1
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•~i
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4,
...
J
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA.
In the matter of :bhe Audit of Account filed in the Estate of
38-99-6Docket
)Dare of d_
;No.862,_o_f_l_9;,...7,-O,Term,19__,A.A.
)Deceased
George R.Davis
TO THE AUDITING JUDGE:
Enter my 'appearance for the Commonwealth of Pennsyhllania,claiming transfer inheritance tax in the above estate,as follows:
DR.
To appraised Vialue of Estate:Reatty ,,_$-2.-=f-._-.S_-_O__O_._0_0_i
Personalty..................._"._'."$
Additional Assets per Account,Subject to Tax _"$_
M1drtiona,1 Assets per Audit,Subject to 'I1ax "_$_
GROSS VALUE m m m m m $I z:,6 (J 2'.-..s-o _
CR.
Debts land Expenses per Account;see Note
Additional Debts and Expenses per Audit
I
)
$----,---
$--_._--
$-------
$-------
$---$-------_.
$
TOTAL DEDUCTIONS,$e2../ZL z.;z!r-h-
NOTE:The following credits claimed in the Account are
held not deductible '3S against the tax:
CALCULATION
Gross v:adue .
Less Deductions ..
Clear VaJue '__iLl Zid..-L.._o---=-f _
)-------_._--_._._.
Tax·i
able
at
2%
------..,----
._-_.__.--
Less amount previously pa,id _.......................,$/,~5'-0 I tx-O
Balance,___$ _YJ 1:..1'-g(..:-
Total Tax .._.__.
Interest__yrs.__mos,__days @ __%$_
l TOTAL TAX AND INTEREST DUE ......----'O~·/n,~..,..'L$,~~!/2.IO~~fli'~----~~p
$
$---
$
TAX PAID ON ACCOUNT
$
T~.I-/I_U_~_,O~_-=
._____________________able >
-------,--~)--_._-----$_L7 S'?r ~I~
$-.L7~.7r-9 (-//-0<.3-10 $/02 /'J.,JO
LJ $--==:::::h:=1==,,S=....=o
,1J-.3....0.CJ 0
ZQ
r003:'tl3::00:l>Z 111::E 0
t::l
111 'tl
tI.I
:l>111
~
r-I "t;.j
:t "0t00:0
0":0 :l>
':J >-,1
'tl 'tl
~
111 'tlZ111
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'"
(fI :0
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);
('l)>III
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co
if)«U"')0 ....J a...
....J ~I"'..J -0""""-~'":-:.-<..,;)....U-Z0--
---"0""-""',.r:::
"~c.....'"iJ.J ,~
:"'..J t'.......ZUl/)U)--....-::lr.rJ)-~,=:::J (,9 (/),-::l W <l:-~a:C::-.:;..::....
I ~i ....--
20
14.00
14.0 0
34.48
2.00
1.00
8.00
3.D0
54.00
30.00
897.00
4.00
25.00
25.00
25.00
68.40
738.02
738.02
16.00
~717.42T
.00 T
21 500.00
1~l0950'
140 609505
'41 1 7.42 -
lL892.D8T
.00 T
1\ft1i)uutt ®f 1£xrrutnr ®r A~mtutatratnr
stutr uf 'tttttnyluulliu l
<nUllUty nf mun4ingtnu Sn~:
P ·II b f th d'd th 't Notary Public·d f 'delsonay e ore me,e un erslgne au on y,a __m an or sal
County and State,appeared !iX.~..b#..!!G.HbIN ___ _who,being duly
sworn according to law,deposes and says that She is the executor gr~~*,:K~of the es-
tate of .G.~QB:G~.__:R.!p.~.YJ~._.deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of ~~Q.~Q~._.~.~...P.AY.~,S
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite
each item of real and personal 'estate in the foregoing schedules are determined and stated by the
undersigned to be the fair value of said items as of the date of the decedent's death,based upon a
just appraisement of each item made by the above named Executor ~~.
Sworn and subscribed before me this 3..Q.th }\0 Er'.
d of Mar.ch /J 19 71 /\i.:~..0:.~~J.~:v.._!..(/,..eJ!.,.~.ay ......+:4 "-·~·..f!.T·...;.....i..·Co.Executor-!~~clf
/h1 /,~/J..<.....~.f-v "j··..··:./../.~·········,···/·:··············Nbtiiry···Ptibl'ic'
Washington~Wash..County,Pa.ADDITIONAL INSTRUCTIONS
My Com.~?Cp.Feb.,.·20,.197.':>....1.,An mventory must be flIed wlthm three months after appomtment 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 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
:'.~--..'.......~.,-
:iluurutnry UUr.i\ppruinrmrutof the goods and chattels,rights and credits which
were of g.~,q.~q.?g.!p.~.Y.~.~.late of I~~~p.~.~.4.~~.<;;.~~9.~~.htp ~..
Washington County,Pa.,taken and made in conformity with the above affidavit.
~ERSONALTY
Checking Acct.-Wellsburg Banking &Trust Co.,
Wellsburg,W.Va.
Savings Acct.,1JA5896-Franklin Savings Bank,N.Y.C.
Savings Acct.,1JA6317-Franklin Savings Bank,N•.Y.C.
1951 Pontiac Sedan
DOLLARS
37 04
1,818 19
10,254 27
CENTS
.EAL ESTATE
Total Personalty .............12,109 50
ALL that certain lot of ground,situate in
Independence Twp.,Washington County,Pa.,fronting
66 feet on the Southern side of Route #50 (formerly
Route #28),adjoining lots now or formerly of Robert
Malone,J.A.Perrin,and Viola Westlake;on which
is erected I-story frame house.(See Deed Book 1070,
page 240)
TOTAL ESTATE
.u ==
2,500100
i
14,609 50
m
§
b!d
i~
i 'r-hJ;;o..,
I
I.~I
(p ~3-70 -f£v
·l\ffibauit OOf Ixrmtor Ql)r Abmtut£ltruto}03.r;·1 '1-(.
§t'lt~uf J'fltu!iyluutti'l }
<!1ouuty of II'l!i41ugtou nn:
P lly b f .th d . d th 't Notary Public·d .i!'dersonaeoreme,e un erslgne au orl y,a III an .lor sal
County and State,appeared'~M..~~"Q9.H1IN who,being duly
sworn according to law,deposes and says that She is the executor &t~H:i:s~tK«>li of the es-
tate of g.~Q~G~:R.~p.b:yJ~deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of 9..F:-;QB-Q~~.~p.~y.!,S
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 ~~.
Swom and subscribed before me this 3..0.th.}.P L"
day of March ;,1 19 71 y\~(j..~.0:.d.-.f~y...(:./t~........"-·~·..lltT·...;.....T (,Executor.,~/YI-j,,~'J~~-T;Z./.,,/·······./../.~···..········}/···············N6t;:!ify···P·ublIe'
Washington~Wash.County,Pa.ADDITIONAL INSTRUCTIONS
My Com.~xp.Feb ..20,197),.1..An inventory must be filed within three months after appointment of personal representative.
2..A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
.'Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
dluu~utor!J 'lUll l\ppr'linrmrut .of the goods and chattels,rights and credits which
were of g.~.9.~:q.~~.~..~.P.AY~.?.late of ~g9.~p.~.~~.~p..~.~~9.~~.h~.P.:..
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
RERSONALTY
Checking Acct.-Wellsburg Banking &Trust Co.,
Wellsburg,W.Va.
Savings Acct.,1fA5896-Franklin Savings Bank,N.Y.C.
Savings Acct.,1fA6317-Franklin Savings Bank,N•.1.C.
37 04
1,818 19
10,254 27
1951 Pontiac Sedan
Total Personalty .............
No vall.e
I
12,109 50
REAL ESTATE
ALL that certain lot of ground,situate in
Independence Twp.,Washington County,Pa.,fronting
66 feet on the Southern side of Route #50 (formerly
Route #28),adjoining lots now or formerly of Robert
Malone,J.A.Perrin,and Viola Westlake;on which
is erected I-story frame house.(See Deed Book 1070,
page 240)2.500 00
TOTAL ESTATE ••••••.••••.••••14,609 50
..
''Vd "00 N01~NrHSVA'
S111 fA :l 0 }EH SIJ ;lJ
oNIt:~!H I"1;;SSrn~
e ('"1."1!1I...~~j.",_J t;.._i'
.,-..-.-..
--------'--n-------------~--------.----
LAST WILL AND TESTAMENT,
1.,GEORGE R.DAVIS,of Independence Township,
Washington ~ounty,Pennsylvania,do hereby make my Last Will and
Testament,~nd revoke all Wills by me at any time heretofore made
1.I direct the payment out of my estate of the ex-
penses of my illness and funeral.
2.All the rest,residue and remainder of my estate,
real and personal,I give,devise and bequeath in equal one-half
(1/2)shares to my brother,John Davis,of Belchtown,Massachus-,
etts,and my sister.,Mae Davis Sweet,of North Grafton,Massa-
chusetts,their heirs and assigns forever.
3.I nominate,constitute and appoint Myra Laughlin,
of Washington,Pennsylvania,~xecutrix of this my Will,and I
direct that she shall not be required to enter security in any
jurisdiction in which she may act.
IN WITNESS WHEREOF I have set my hand and seal to this
my Last Will and Testament,this J?~day of September,1963.
(Seal)
Signed,sealed,published and declared by George R.
.Davis,the above named testator,as and for his Last Will and
Testament,in the presence of us,who at his request,in his
presence,and in the presence of each other,all being present at
the same time,have hereunto subscribed our names as witnesses .
•~..----.---1_