HomeMy WebLinkAboutOC1970-0922 - ESTATE OF HAMILTONPETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form J
Estate of WJ~~~9..~~l~';J;'9.:N.2 __.._ .__
Deceased
N 63-70-9220___.____.. ...
Fiduciary-_!.u.f?~~~~.f?~:R.~g~;?;~~g,_ .
Executor
~~~~~~
Decedent's death ~.f?p._~!..JJ.L..+.9.l.9...__.._ ___.Grant of Le'fters ~.~P.~."__..~.?)J~.?Q.._....
This is the f.?:E~.~~¥..:!:~~.~-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 .....__..........
Name of surviving spouse _..P..~c.e..d~_TIt.~_s w.if~_..p..t:gg.~C.~~_f;l.gg hiID .....__.._.__,.
List issue,where material:
.None
Did decedent marry after execution of will?(indicate)~.'No.Any children born after execution of will?(indicate)
~C No.If answer yes,name them __.____.__..__....._._.__......._.,,
Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
Elizabeth Hamilton
Mary K.Hamilton
sister
sister
1/2 of estate
1/2 of estate
List,if exceptions to above:
No exceptions
If partial intestacy,give facts:
None
Adeemed:Revoked:Lapsed:Abated:Give Cause:
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice 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 ).~g.~~~1:?f?~1.?,J9..?1...
~.-
Is estate subject to the filing of a Federal Estate Tax Return'Yes (copy filed herewith).~.......................................................................................................
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..~.?Q9.Q.·....(~.~~.~...?~...~J...~~.~~~!-:)
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,tog,ether with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
NONE'
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
Includable in the Federal Estate Tax Return as part of the gross estate
are certain moneys due from the Elizabeth H.Hamilton Trust over which decedent
had Power of Appointment.Co~tribution by decedent's Estate for Federal Estate
Tax on same has not been determined,due to the fact that the accounting in
said Trust has not been completed by Pittsburgh National Bank,Trustee.
It is suggested that the balance for distribution be awarded to the bene-
ficiaries,subject to Federal Estate Tax liability.
Balance for distribution per account,I¥:~~~g~y8~~ti§/l0dr~~s not shown by accou~16.SO $..l9.,.(f.HLA..5 .
Mons~Rto~Dtv ~li5i~}9/7 l~.~~8~In 0~m~~re-o¥1X sK bow Chern.l33:4~Gain on sale of 33 sh Monsanto 521.SfGa1nonsaleof42snTexaco4.4Int.-Sav.Acct First Fed of Wash 340.SInt.-Sav.Acct First Nat'l Bank 450.42
Total additional debits (Add)$.J.2.4~_?_.·.~.?.
Itemize any additional credits not shown by account:
Short Certificates .$4.00 I
Cert.copy of Will 4.50 1/
Marie Guidos -Notary Fees 3.00 ~
I.R.S.-Fed.Est.Tax 1,292.17
Total additional credits (Subtract)
Balance for distribution
$..J:.1}QJ.9.?.
$..?~.J..?~2.:.?~.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Cash
'.,,:
,
.A:r..EXANDER MCILvAINE
ATTORNEY AT LAW
33 WEST BEAU STREET
WAS HINGTON,PENNSYLVANIA
225-9930
August 23,1972
John V.B.Hana,Esq.
Orphans'Court
Court House
Washington,Pennsylvania 15301
Dear John:IN RE:Estate of WILLIAM C.HAMILTON,dec 'd.
No.63-70-922
This is to advise you that we have come to an agreement
with Mr.Andrew J.Merva,District Supervisor of the Pennsyl-
vania Inheritance Tax Division,for the inheritance tax on
the moneys due under decedent's Power of Appointment in the
Elizabeth H.Hamilton Trust,which tax will be paid by the
Trustee to the Pennsylvania Department of Revenue through Mr.
Merva.
The Executor is willing that the balance for distribution
in the above Estate be awarded to the two beneficiaries,sub-
ject to the payment of the balance of the Federal Estate Tax.
Of course,the Executor will be responsible for the pay-
ment of the balance of the Pennsylvania inheritance tax~
AM/m1 {
/Vjy,\ru1Y yours,
/t~-A1exanaer McIlvaine
If Family Exemption claimed by Petition,give place of Record:~~.._~~.~~....__._.
If F '1 E .'.I'd d"I'h'db'f CI'No claimamIyxemptlonIScalmeatauIt,gIve name,re atlons Ip an aSls or alm:___.._.
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:
l
ELIZABETH HAMILTON (sister)
MARY K.HAMILTON (sister)
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly..~.~~_~~.__doth depose and say
that the facts set forth in the foregoing petition are true
to the best oL......his .knowledge and belief.
.-.....___._~~l?;J;'~__......__.to and subscribed before
me th;5 ../~day a~:..:!!~~.!m1~~.J;:a',!9..n._
Signature of Officer.._?0!::1:-::~~
Title of Officer ~C?~.??;.Y...~~!?JJ..c:.
Office expires ¥..~R.e .f.Q.2..J.':!.7.~.
1/2
1/2
And your petitioner will ever pray,etc.
No.63-70-922
"
•
Estate of :wJ..~~.~..g.!~!!-.~QJ:~:.
Deceased
Fiduciary...A;I;.~e.c?n9.~f ~.!g_\!f.:r.~n.'l._..__.
Executor
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or on attest copy of Wi II.
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
Frank C.Carroll
Attorney S
~2
FIL.ED,
'12 AUG 29 AN 10 5S
RUSSEl.L MARINO
REGISTER OF WILLS
WASHINGTON CO.•FA..
•
..ALEXANDER MCILVAINE
ATTORNEY AT LAW
33 WEST BEAU STREET
WASHINGTON,PENNSYLVANIA
226-9930
November 12,1971
Miss Elizabeth Hamilton
426 East Wheeling Street
Washington,Pennsylvania 15301
Dear Miss Hamilton:IN RE:Estate of
WILLIAM C.HAMILTON,dec 'd.
Please be advised that Alexander R.Curran,Executor of
the Estate of WILLIAM C.HAMILTON,deceased,has filed his
First &Final Account to No.63-70-922 in the Orphans'Court
Division,Court of Common Pleas of Washington County,Penn-
sylvania,and the same will be called for audit on Wednesday,
December 15,1971,at 10:00 o'clock A.M.,in the Orphans'
Court Room,Court House,Washington,Pennsylvania,at which
time you may appear and be heard,if you so desire.
AM/ml
Very truly yours,
~..O~CVA-!u-?n,k-~Attorney for Estate of
WILLIAM C.HAMILTON,deceased
ALEXANDER MCILVAINE
ATTORNEY AT L.AW
33 WEST BEAU STREET
WASH INGTON,PENNSYI.VANIA
225-9930
November 12,1971
Miss Mary K.Hamilton
426 East Wheeling Street
Washington,Pennsylvania 153Dl
Dear Miss Hamilton:IN RE:Estate of
WILLIAM C.HAMILTON,'dec 'd.
Please be advised that Alexander R.Curran,Executor
of the Estate of WILLIAM C.HAMILTON,deceased,has filed
his First &Final Account to No.63-70-922 in the Orphans'
Court Division,Court of Common Pleas of Washington County,
Pennsylvania,and the same will be called for audit on
Wednesday,December 15,1971,at 10:00 o'clock A.M.,in the
Orphans'Court Room,Court House,Washington,Pennsylvania,
-at which time you may appear and be heard,if you so desire.
AM/ml
Very truly yours,
~~-<W.£u-?JJ,~Atito-rney for Estate of
WILLIAM C.HAMILTON,deceased
(',
,.
<!!itmmnttlUtttlt4 nf Jttttt!iyluttttitt.~
IItt!i4ittgtntt <!!nuttty.\!i!i:
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
J
on the 18th day of September 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
W ILL I A Iv!c.HAMILTON
late of Borough of East Washington,in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
ALEXANDER R.CUR RAN,
the Executor in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
A LEX A N DE R R.CUR RAN,
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 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 inheritanoe taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said
Office at Washington,this e i g h tee nth
day of September,in the year of our Lord one thousand
nine hundred and (s.,t.~\\
~/l~.............................................................L.I:.../..
Register
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-
LAST WILL AND TESTA}lliNT
I,WILLIM1 C.HAMILTON,of the Borough of East
Washington,Washington County,Pennsylvania,do hereby make my
Last ~ill and Testament,and revoke all Wills by me at any time
heretofore made.
1.I direct the payment out of my estate of the
expenses of my illness and funeral.
2.I give,devise and bequeath unto my two sisters,
Elizabeth Hamilton and Mary K.Hamilton,both of Washington,Pa.,
all the rest,residue and remainder of my estate,real and per-
sonal,in equal one-half (~/2)shares,including all of my
interest under a Voluntary Trust Agreement entered into January 10,
1955,between my wife,Elizabeth H.Hamilton and the Peoples First
I
National Bank &Trust Company,of Pittsburgh,Pa.,hereby appoint-
ing and directing the disposition of all of my interest under
Paragraph First,Section C,Sub-section 1,of said Agreement;
but,in the event either of my sisters above named predeceases
me,then her share is to go to my surviving sister,her heirs and
assigns forever.
3.I nominate,constitute and appoint Alexander R.
Curran,of Washington,Pennsylvania,Executor of this my Will.
IN WITNESS WHEREOF I have set my hand and seal to this
my Last Will and Testament,this 31 ~day of May,1963.
..
l:
(Seal)
J
Signed,sealed,published and declared by William C.
Hamilton,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 ~jtnesses.
/'"./~~~'/.//.~1/"t:t:..~__~~/'.~~?,-~
./;,1 /./&'1//....4l.tI--1..'r.-(....'-<-~<-t V-
Affi~auit (@f 1Exrrutnr (@r l\~miui5tratnr
~tatr nf Jlruusglualtia }
Ql.nuutg nf 1IlIIas~iugtnu ss:
Personally before me,the undersigned authority,a .....~~.~_?-!'.Y .._~.~!?JJ~__....in and for said
County and State,appeared __.._~1~¥N.~~.~~.~g~N.._.._ .___._.._.who,being duly
sworn according to law,deposes and says that he is the e~ecutor~~~~~r of the es-
tate 'Of __WJ1~JN1 __c.._'!.BM1It/r..Q.N deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of .._~·U1~_~g__~...~!JfTON
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures oppositeeachitemofrealandpersonal'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
d Y O
S.tworn SanedpStUbScribed be
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9
OT7elme this -:?J }~4 ..&--£--'""L-
a ~""h"'''';''.;.~..........~Executor-~oox····································~~y···PtiblIc .
Washington,Wash.County,Pa •ADDITIONAL INSTRUCTIONS .
My C'l~'A~~Rvent§;..~bniustcte fh~J ~thin three months after appointment of personal represe~tative.
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
3Juurutnrg aub l\.ppraisrmrutof the goods and chattels,rights and credits which
were of w.+.~.~.;{.A.!1 G.L..M~.U:.~.'1;'Q~late of J~9.r.9.~gh...9J ~.~.~.t.W.9.~.h;i,..Dg,t9.p..,.
Washington County,Pa.,taken and made in conformity with the above affidavit.
J
PERSONALTY
Checking Account -Pittsburgh National Bank
Savings Account -Pittsburgh National Bank
Savings Account -First Fed.S &L Ass'n of Washington
Savings Account -Mellon National Bank &Trust Co.
Savings Cert.-Mellon National Bank &Trust Co.
(due 12/30/70)
Savings Cert.-Mellon National Bank &Trust Co.
(due 2/19/71)
Savings Cert.-Mellon National Bank &Trust Co.
(due 12/31/70)
Savings Cert.-Pgh.National Bank (due 9/7/70)
Int.on above Savings Cert.-payab1e 9/7/70
Savings Cert.-Pgh.National Bank (due 12/8/70)
Savings Cert.-Pgh.National Bank (due 8/18/71)
American Express Co.-Travelers Cheques
4 sh Dow Chemical Co.,Com.Stock (@ 69-11/16)
33 sh Monsanto Co.,Com.Stock (@ 35~)
Div.on Monsanto Stock-9/15/70
42 sh Texaco,Inc.,Com.Stock (@ 30-15/16)
Div.on Texaco Stock-9/10/70
Pgh.National Bank-Accrued income due under
Elizabeth H.Hamilton Trust
Vance &Westfa11-Refund on insurance premium
Anderson &Po11ock-Refund on insurance premium
Columbia Gas of Pa.,Inc.-Refund on gas bill
Treas.of U.S.-Refund on 1970 Income Tax
Social Security Admn.-Lump-Sum Death Payment
Proceeds sale of household goods
Promissory Note of P.N.Wrensha11(now deceased),
for $250.00,dated 9/13/65 -WORTHLESS
REAL ESTATE
TOTAL ESTATE .......••..•...
DOLLARS
17,277 09
11,455 79
18,173 49
7,103 99
3,000 00
3,000 00
2,000 00
2,000 00
100 00
2,000 00
2,000 00
370'00
278 75
1,163 25
14 85
1,299 38
16 80
16,499 76
91 00
12 00
19 65
2,098 76
210 90
100 00
o va1u1I
NON E
90,285 46
CENTS
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The First &Final Account of Alexander R.Curran,Executor
of the Estate of WILLIAM C.HAMILTON,deceased,late of the
Borough of East Washington,Washington County,Pennsylvania.
The Accountant is charged,as follows:
-----------------------------------------------------------------
To amount of Inventory &Appraisement
To dividends on Stock of Dow Chemical Co.
To dividends on Stock of Monsanto Co.
To dividends on Stock of Texaco,Inc.
To interest on Savings Accounts:
Mellon National Bank &Trust Co.
Pittsburgh National Bank
First Fed.S &L Association of Washington
First National Bank &Trust Co.,Wash.Pa.
To interest on Savings Certificates:
Mellon National Bank &Trust Co.
Pittsburgh National Bank
$90,285.46
10.50
44.55
50.40
323.29
615.81
1,093.36
185.61
206.80
211.51
Total Assets of Estate .
Total Credits Claimed .
Balance Due Estate .
- - -----------
$93,027.28
22,608.83
70,418.45
.,
'-
The Accountant claims credits out of the assets of said
Estate,as follows:
-----------------------------------------------------------------
Russell Marino,Reg.
Wash.County Reports
Letters Testamentary
Executor's Notice
$14.00
14.00
Observer Pub.Co.Executor's Notice 14.00
Russell Marino,Reg.Short Certificates 4.00
Russell Marino,Reg.Filing exemplification of
record from Allegheny Co.-
Elizabeth H.Hamilton
Trust 22.00
Russell Marino,Reg.Filing Inventory 15.50
Marie Guidos Notary Fees 5.00
Citizens Water Co.Final water bill
West Penn Power Co.Final elec.bill
Wash.-E.Wash.Joint Auth.Final sewer bill
Piatt Funeral Home Funeral expenses
4.97
8.58
4.27
13.78
25.00
15.95
35.00
1,602.50
8,550.00
989.60
4,651.36Executor's Commission
Bell Telephone Co.Final tel.bill
Alexander R.Curran
Russell Marino,Agent a/c Trans.Inh.Tax
Neighborhood Readers Servo Bal.on account
Internal Revenue Service 1970 Income Tax
(Fiduciary Return)
Dr.W.M.Reilly,Jr.Bal.on account
Wm.B.Mawhinney Awning service
11/9/70
11/9/70
11/9/70
11/9/70
11/9/70
11/30/70
11/30/70
11/30/70
12/29/70
4/13/71
Alexander McIlvaine and
Frank C.Carroll
Attorneys'Fee on
assets administered 5,283.32
Alexander McIlvaine and
Frank C.Carroll
Attorneys'Fee on assets
not administered,but
included in Fed.Estate
Tax Return 1,320.00
Russell Marino,Reg.Filing Account 16.00
To ta1 .22,608.83
- 2 -
..Observer -Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
EXECUTOR'S NOTICE
EtlTATE OF WILLIA.\l (HAMILTON deceased'late of Bor.ough of East Washington,Washing.ton,County,Pol.•
Letters Testamentary unon theaboveestatehaVingbeen'lJuoteq to
the undersign~d,all per:C·lu havingclaimsagainsttheestat·."are reoquestedtomakek-'lown tlla same tothe·undersigned Ot h,is attorney andallpersotlSindebtedtothedecedent
Iare requested to make payment to,the.undersigned without delay.,
ALEXANDER R.CURR~N829Dunc:-'!l Avenue
I Washin/rtolll p._15301Executor
Alexander l\1cIllvoinc,Frank C.Carroll,,Attorneys
133 W.Beau StreetWashington,Pol.15301
l '7~~~.Ftl..3t
Sworn to and
In compliance with the Newspaper Advertising Act of 16 May,1929,P.L.1784,as amended.
Commonwealth of Pennsylvania,County of Washington,55:.
Personally appeared before me,a Notary Public in and for said County
and State,R.i.c.b..a.nL.S C.QW.a.n ,who being duly sworn
according to law,deposes and says that he is the .s..e.c..r.e.t.a.r.:y .
of the Observer PUblishing Company,a J'lennsylvania corporation,and its
agent in this behalf;that the said Company is the owner and publisher of
the Observer-Reporter,succ'essor to The Washington Observer,established
Septembe'r 18,1871,and The Washington Reporter,established August 15,
1808,a daily newspaper 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 or advertisement hereto attached
is a -copy of an official advertisement,official notice,legal notice or legal
advertis·ement,exactly as printed or pUblished in the Ob£'erver-Re'porter in
its regular editions on the following date or dates;.
..............................S.epte.mb..e.f.....2.5..,.Qc..t.Q.O.e..J;.....4 ~.11-.4.9..'-.J..9..7.Q ..
that neithe'r tne affiant nor the Observer Publishing Company is interested
in the subject matter of s·aid notic·e or advertising and that all of the a1J.ega-
tions of this affidavit as to the time,place and character .of publication
are true...Lf{;;;l.t5....t-.&...,.d.r;z.L...r~...
'Ub'~~~~:?!~2E?e?0
WIl.SHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6,1972
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
~~~MM~.XRJtJtXX
Washington,Pennsylvania
Washington County Reports Estate NotIces
The Register of Wills has granted letters,
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys•
,....,
\I,.
• • • • •• • •••• • • • • • •
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON)
STATE OF PENNSYLVANIA (SS.
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washington County,publis'hed weekly having its
place of business at Washington,Washington County,Pennsylvania,and is act-
ing as its agent in this behalf;that the said WASHINGTON COVNTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Washington County,Pennsylvania,by order of the several
courts of said County,dated November 11,1920;that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertisement,exactly as printed
or published,which appeared in the said legal periodical in its regular issues on the
following dates:
i-HAMILTON,WILLIAM C.,Dec'd.
Late of East Washington Borough,
Washington County,PennaExecutor:Alexander R.Curran,829DuncanAve..Washington,Pa.15301Attorneys:Alexander McIlvaine and
Frank C.Carroll,33 W.Beau St.,Washington,Penna.15301
'_-w
.....S.e.p.t.emb.e.r.24..,..t.970 .
..._Q.~.t.Q.!?~.r.....L 8..,...J.9.IQ .
that the affiant or the corporation in behalf of which he is acting is not interested
io ,h,"hj",m"'"of mid ootire .,,'.~i,i",'0''h~f "",n,g,tio",of
,hi.,ffi~.i,"'0 ,h,'hu,_PI't?J0i1d:::_~:~;~~,_
~~~Sworn to and subscribed before m~~..-.-~.
'ih"'~'h day of...Q~.tQ9.~.r...T········,1961.Z9 •.......'r~~,~4;:;7;bi·~-~
JOSEPHINE T.SCIAMANNA
Notary Public,Washington,Washington Co.
My Commission Expires July 1.1974
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55:
The within named Accountant being duly sworn according to law,depose S and say Sthat the above account
as stated is true and correC'tas..__h-_~_.veri Iy bel ieve,
Sworn and subscribed before me this ~L_.__..__
day of $.~PJ;~mR~_r __..19..7.1 .
~~/-)
---_._-----_..__.__._--_(~-----_.
Lu--J,~e..~JL-'•:.JJ0-y ~~x-r~4rv-'2AJ I (f I (
Warshington County,ss:I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
prescribed by Statute and Rule of Court,as evidenced by proofs
thereof filed to No...~.3_~.J1.~&3..5....._..
Witness my hand and official 'seal this__aY_~..
~"'.J>-I"---:".,,--~~:'-::
Register of Wills
~il ;.......,~0 ....
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0 r ~I ~"0:REGISTLt,OF \'/ILLS >::til 1:1I::'"S::i WAS HI jl \'T0U :8 ....,~CO ......,'"~I I t.(j co:PA..~.~Q UC'f"l ....::Ii ~i z\0 ....::I'~(I),Q)~~~~..c:lHiCIl~,r;:....,a~I $.l <I 0 ~:~~="'i ....::I~""<~~i >::a;~,...;
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The Court is respectfuIly requested to determine
proper distributiontin this estate..~,I
(yLevv tC~/)7.-~
,Counsel for Accountant
lin tqt (@rpqans'CtIourt of lIasl1ingtnn C!Inuntl1
In the matter of the Audit of Account in
J
Estate of W__I__L__L__IAM=,--,=-C~.~HAM=-=-=I=L=T::....:O=N~,__I
Deceased
TO THE AUDITING JUDGE:
No.63-7,0"-----'9<-=2=2::..-.."19__,A.A.
Enter__~O:..l:u'"'r"--appearance for ---'A~c<..!c""o~uun.J..tJ....5<au.n.Lt""_____
15th day of.__-,D=e~c~e~m""b~e"",r",,----,19-Z..L
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
No.63-79-922 .19__•A.A.
In re Audit of Account in Estate of
WILLIAM C.HAMILTON,
Deceased
AUDIT
'rUtript fnr Appturuurt
FOR
Accountant
'Vd "0:)N01QNlHSVM
Slllh\.10~31SW3U
ONH~Vri 113SSnH
Alexander McIlvaine
~S 01 lfV 62 ~nu 2l Frank C.Carrolll/•Attorney S
if
to 31 ,.~~9·
--------
.-
J
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA•
ORPHANS'COURT DIVISION
INRE:
Estate of
WILLIAM C.HAMILTON,
Deceased.
(
)
(
)
(
)
(
No.922 of 1970
attorneys are McIlvaine and Carroll.mr.lVlcIlvaine?
Hamilton,deceased.The Executor is Alexander R.Curran and the
Wednesday,December 15,1971,at 10:00 A.M.,EST
The Honorable P.VINCENT MARINO,Judge of the
said Court.
HEARING ON AUDIT
Number 922 of 1970,the estate of William C
If the Court please,I have all the necessary
There are no complications in the estate.
McILVAINE &CARROLL,Esquires,of Washington,P .,
representing the Accountant.
papers in this estate.
=!:z<>..J>-UlZ
ZIIIa.iBEFORE:et'ziUI<~APPEARANCES:I-u
ii:I-!!!
Q
..J<~TIME:
Q
:J.,
:I:..."(OJ THE COURT:iiiII:tIl-ll:oa.11/Il:
l-ll::JoU
..J lV1B..lVlcILVAINE:<oii:II.o
/
All the debts are paid.However,part of the assets of the Boyd
Warne,...estate will eventually go to the heirs of William C.Hamilton
The Pittsburgh National Bank has not yet filed their account in Alleg eny
County of the trust,and the amount is not determired We have paid
the Federal Estate Tax and pro rata or the approximate share that
would be payable bv the estate.The balance of the Federal Estate Tax
r}
2
has not been determ ined.However,there is sufficient money in this
estate to pay all of the Federal Estate Tax.We are asking the Court
to award it to the heirs,subject to the payment of any future Federa
Estate Tax that may be assessed.
THE COURT:
MR.McILVAINE:
Do you require a reaward?
We don't require a reaward.They are the sa ne
people.The primary obligation will be on Pittsburgh National Bank t)
pay the tax.It's aruoJa contingent and it may be that we would ask to tar-e
in kind from them and actually pay the Federal Estate Tax from mon es
in the estate.1 don't think there is any real complication in this esta e.
It probably has nothing really to do with this estate.It will all be har dIed
in the trust estate,which goes directly to the same people.
THE COURT:
MH.lVlcIL VAINE:
debt s are paid.
THE COURT:
this decedent's estate?
THE COURT:
by the Court.
Are there any claims outstanding?
No outstanding claims in this estate.All the
Is there anyone els e in Court interested in
NO RESPONSE)
The audit of this account is ordered clos ed
(A UDIT CLOSED)
Ii
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ESTATE OF
William C.Hamilton
deceased.
No.__~6....t.3_-.J..70",--~9J.J2~2~_
In the matter of the First and Final
Account of Alexander B.Curran
Executor
Balance per account _
ADJUDICATION AND DECREE
And now:August 18 ,19--+2--,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof of the balance for distribution in the hands of the Accountant is determined to be
$70,600.20 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 disribution hereto attached and made part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg'.'
SCHEDULE OF DISTRIBUTION ~c.L·d\4~~dCC~
$70,418.4.5
Additional debit asked at audit
Additional credit asked at audit
BaJance _
Deduct Clerk's Costs &Receipts._
Attorney__~_....:M""'c"_'I=_l.....v""'a"'_J.....·Du.=A-->.><&--'-'C-""8.r.r...,oC.,LJ......l _
Russell Marino,Agent,transfer inheritance
tax,_$2539.62
Interest from 12-11-71 to 9-8-72 111.11
The following distribution of the residue
shares is subject to the possible assessment of
Feder91 Estate tax that may be determined to
be due on account of the power of appointment
set out in Paragraph 2 of the will ~~the
decedent.
Folizabeth Hamilton,sister,1/2 residue,cash,
Mary K.Hamilton,sister,1/2 residue,cash,
33942.24
339Li2.23
71,903.87
No balance
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.Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
j J
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 }WILLIAM C.I:IAMlLTON AFFIDAVIT OF
.."·································(·St~t~..f~ll··~;;:;~···~i d~;;;I~~t·)..··········EXECUTOR
Late of ~~~~.~~~~~County ~
::,:'.:--~~~::::-_:::_:-J"
.....··..~r the~~~r::~:·~~~d·~;·tbei~g d·~;··~worn.d~;~se·S ~·~d..~;fi·..........···..·..Eueutor
Decedent died ..~p.~~~~...
(Month)
.Name and address of attorney or}
other authorized representative to
whom all correspondence should be .
mailed.
11 ,19 7.9.,5 testate leaving a last will.copy of which is hereto attached.}
(Uay)(Y""r)~
A~~'.J!l~~~~I~v@~g~..I:ID4....¥~@m~.._e..~:r~:a.l ...l'.t.~mQyG..
..33 w.Beau~~~E!.(!ttl.j'~fJl:l~~~J).,~ii.J~~9!.
ExecutorThatassuch deponent is familiar with the affairs of said estate and the property con-
(Exec\Itor-Administrator)
gtituting 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
DEPOSIT BOX
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
That the contents of said safe deposit box or boxes are itemized under Schedules __9 of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth fullv and in detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giVing
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns 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,automobiles,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 mortgaj1;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 policles 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.
i.-.•
In the case of securities of close or family corporations,the values reported.are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein 'must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a cony
of the deed,trust agreement or other instrument creating the trust.TherR 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,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of
death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
"
Subscribed and sworn to before me this i?-...!..
Sept.71........................................... .d~Yf..~"'19 ..7?t~~
...............................................i;'tary Publ1e ..
'iaabington,Wseblngton County.Penn'a.
My Comm1selon Expires;reb.20.1975
4.;;;;:;~f~
829 Duncan Avenue...................................................................................................................•..._.
T.i h'"(Street lWmber)¥lBS ...ngton.".0........................................................................................................................................
(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.
,
RCC-34'i!-64)
50MMON'WEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COU.NTY 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 which 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 "F"and must not be deducted from this schedule.
NONE
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
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.NONE
(RCC-:35
•COMMONWEALTH OF PENNSYLVANIA
TRANSFER I~HERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasur~certificates,cash on hand and in bank,
stocks,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT ESTIMATED DEPARTMENT VALUATION
VALUE MARKEr VALUE (Do not write in
this space)
1 Checking Acct.-Pab.National Bank $17,277.09
2 $evtngs Acet.-Pgb.National Bank 11,455.79
3 Savings Account-First Fed.S &L of Wasb.18,173.49
4 Savings Acct.-~11on Bank 7,103.99
5 Seve Cert.-Mellon Bank (due 12/30/70)3,000..00
6 Sav.Cert.-~llon Dank (due 2/19/71)3,000.00
7 Sov.Cert.-lbllon Bank (due 12/31/70)2,000.00
8 say.Cert.-Pgh.National Dcnk(due 9/7/70)2,000.00
9 Int.on above Save cert.-payable 9/7/70 100.00
10 Sav.Cert.-Pgh.Sationa1 Bank (due 12/8/70,2,000..00
11 Sav.Cert.-Pgb.Natlonal Bank (due 8/18/71'2,000.00
12 American EKprGss 00.-Trevelers Cheques 370.00
13 4 sb Dow Chemical,Com.Stock6~-ll/11~278.75
14 33 Sh Monsanto,Com.Stock 35\1,163.25
15 Div.on ~oanto Stock-9/15/70 14.85
16 42 sh Texaco.Ine ••Com.Stock 30 ..15/16 1,299.38
17 Div.on Texaco Stock-9/10/70 16.80
18 "gh.National Bank-Accrued income due
under Elizabeth H.Hamilton Trust 16,499.76
19 Vance 6 Westfall-Refund on ins.prem.91.00
20 Anderson &Pollock-Refund on los.prem.12.00
21 Col.Gas of Pe••lnc.-Refund on gas bill 19.65
22 Trese.of U.S.-Defund on 1970 Income Tax 2.098.76
23 Soc.Sec..Admn.-Lump-Sum Death Payment 216.90 -
24 ProceedS sale of household goode 100.00
2S Promissory Note of P.N.Hrenabal1 (now
deceased).fot:'$250.00.dated 9/13/65 Nl~value
1'1:2.77.0 J
//e(~c;s.7 9
(
;('f?J4y
'lllJ 3.9 <t
(
J 00 o.cH:l
(..J o~o."...,
;l'000 {1-dr
t'J.-r 0 ()0 o-c
/00.cLo
;1..000.<'-0,
,;L 0 00·(H:l
(v 70.trO
c2'JY.'l5
1/(,3.;2~
If';.Y'S'
1,,)r;(l3f
I'.?6
It .:.1'111.7 br
7/~
/,;)..rro
/1.t,s
~tJ9??f
I'
/C)(}.o-d
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x x 90,285.46
7'cJ/o7i.S-6
RCC.:.3b
,COMMONWEALTH OF PENNSYLVANIA
TRANSFER ~NHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "e"
TR.A.N SFEllS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)IS!C)
(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 heal th at time of makin)<;t.he transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of prop~~ty 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)Jk)
(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)~
(b)The right to designate the persons who shall possess or enjoy the property transferred orincom~therefrom?(Answer yes or no)~~~~_
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or 0 thers __
(7)Did decedent in his lifetime make a transfer,the consideration for which was tr~~sferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)~l~~~__
(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 ~ransfer 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 supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM
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.
ReC-3S
.'
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRl'CTIONS: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
NON B
I
I
I
I
I .
!I !
I.
IiIIII
~
Insert this total opposite "Jointly OWlled Property",Schedule "E"
in the "As Reported"column on the last page of this return.
~CC-'37 (12-63)-
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
.-.
(
h
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
ELIZABETH IW4lLTON sister yes over 21 1/2
426 E.tiheeltng Street
Washington.Pa.1S301
MARY It.HAMILTON sister yes over 21 1/2
426 B..Wheeling Street
l>lasbingtont Po.15301
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
P.I<THE
0 ....,""d =0........C1l C1l0I\j ....e..til ::l CIl
CIl CIl 0....,.....::l ""dC1le.........I\j CIl 0x""d '0I\j C1ler'......,
;-'0 ~'0
t'%:l C1l..,
til -+-+'<I\j-+C1l
(Executor-Administrator
must complete "As
Reported"column #1.)
Year 1970922!No.
Will
~
.W:U..L.~G..ffJ.\Hl:I ..'I'ON .
Deceased
Late of Boroughof.E..Washing.ton
Commonwealth of Pennsylvania
;::-~~.=:
REPORT;ANn APPRAISAL
.)
County of WashiIlgtc>.n enc::~~>=0
W en en >-<:
n n?'"?'"?'"
q c:3 >=••
~~-fn~~~C)
......,-(.)_c,
.,
Cl .o :.:
:,-
-u r-C)»(f)
,,
r'J
-.J
SJ.'~:Sl ...:
0::
~::~!~:~O'.
:~v
:£ij
~~-fn~~~
~.~.>\\J cr.
~:C).U
.'..).~~
~.~~II ....
~..~.3~.::l
.~.r-d"-'..c...II "II"
Form RC C '.0
r OF:r.ftE OF TWE,~'
../Fl'EGISTER OF WILLG;'~ASHINGTONOF COUNTY
AND AGENT OF THE COMMONWIiALTH
....
STATEMENT OF DEBTS,
AND DEDUCTIONS
10.3-7D-7J;L Regilter of Wills,~•
L.ATE OF _.....:B""'Qo-'r"-'o=-u=gg.h~-=oc=f=--=E...,a~s=->::.t_W=a'-=s'-"h"-'i""'n~g:;;o.t~o=n~_
D'ATS:OF DEATH S..;;.e.....p...:t;...:._l.:.;l;;;..,o.,~1..;;.9...;.7...:0 _
ESTATE OF WILLIAM C.HAMILTON
Oct.
DATE OF FILING APPRAISEMENT ~26,1971
DATE NO.OFVOUCH~1It NA"';;:OF PAYEE
Russell Marino,Reg.
Wash.County Reports
Observer Pub.Co.
Russell Marino,Reg.
Russell Marino,Reg.
REMARKS
~etters Testamentary
~xecutor's Notice
Executor's Notice
Short Certificates
Wiling exemp.of record from
A"'OUNT
II 14 00
0/,14 00
~14 00
lI'4 00 ,-1
1
Int.Rev.Service 1970 Inc.Tax(Fiduciarv Retur l)(989 60~
....~
Neighborhood Readers Servo ~al.on account J 35 00
Final sewer bill 4 97 !
alc Trans.Inh.Tax 1""8.550 00,1
4
1
27 J
8 158 1
22 00
!'13 178 I
15 50 ~
5 00 I
15 95 1
rI
I
25 00 I
I ,.~
./1,602 150 !
Awning service
Bal.on account
~iling Inventory
Funeral expenses
Winal tel.bill
Final water bill
Winal elect bill
lNotarv Fees
~llegneny l;ounty-JHJ.za-
Ibeth H.Hamilton Trust
Russell Marino.Agent
Bell Tel.Co.
Piatt Funeral Home
Wash.-E.Wash.Joint Auth.
Citizens.Water Co.
Dr.W.M.Reilly,Jr.
Russell Marino,Reg.
Wm.B.Mawhinney
Marie Guidos
West Penn Power Co.1/91 ~O
"
"
II
"
1/30 '70
"
"
1 ~/29/70
:"-.
..../13i 71
IAlexander R.Curran Executor's Com../4.651 36 t
Alexander _McIlvaJ.ne ana 1\,I 5 283 32 IIFrankC.Carroll fittvS.'Fee-assets admn..
~u~~;tra~~i-i~ii?Keg ~arroll Pffli~'~eAcgg~nfssets ~'eRetafn 1,3Ig 88_J
O~1.-~'f:::&?,etO /7/"AA.·'_.r..t-:-.~~.:J..A-L,I~"Ir,~"'1.t 7'1.I\~
T 1
~n "r n,.....~___~_-+-__-+-+~:;;.:o;:..t;:;.a=~....:•...:....:.:....;.:.....:....--+-z;;..:::~L".~~v ,''J
COMMONWEALTH OF PENNSYLVANIA
I.
.•••,.1;.'
Docket--.J8-l0~-5 _
)Date of death -.L.f_--.:/,c....:y:-----.:.,.?_O:::::.-·_
\No,~2 of_.197Q Term.19 ,A.A.
)Deceased
..
In the matter af ,the Audit of Account filed in the Estate of
Hamilton,William C.
a •C'.~.
''tef\IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA.
(
~
!k,
TO THE AUDITING JUDGE:
Enter my ,appearance for the Commonwealth of PennsylVlaWa,claiming tl'ansfer inheritance tax in the above estate,as follows:
DR.
To appraised Vialue of Estate:Realty.........$_
Personalty.................$---.Le--"a~a~1_t(.f-.1'__5~.--:.b~-,-,__
Additioll!al Assets per Account,Subject ,to Tax _$._
Addjtiona~Assets per Audit,Subject to '.Dax '_$
GROSS VALUE $-__
CR.
Debts and Expenses per Account;see Note
Additional Debts and Expenses per Audit
I
)
$-------
$--_._--
$-------
$-------
$--------$
$--
TOTAL DEDUCTIONS,$._
NOTE:The following credits claimed in the Account are
held not deductible 'as against the tax:
'11ax·
able
at
2%
CALCULATION
Gross ~allue ....u ••••m.h....~0 0 7l{L~6 .__._
Less Deductions m .......mm -.1..3../Cf ),7J
Cl_Valu,__._~l ria ~3.
!
)
TAX PAID ON ACCOUNT
h £.J-.$Y/f!)O a.
$--_._--
$Balance h ••mm h m ••m.mu m .._mmm m.m'''''''''m •••h $z...S·-,2~6 ~
$---------Interest__.yrs.9'mos-2:l--days@L%-$I J ~,JL
$TOTAL TAX AND INTEREST DUE _..___$M_~~'I J.
,ej ~~'-'/---
~'f
___=__.'._=~~_~09,o,~.A_$
-----------@)-----
,----$__/j§'1Z_k~
o c)Total Tax ._........................._ _$_-'JJ'-}.?£,6-V
Less amount previously pa1id..............................................................$_£~~-"_(jI.-t)
ZQ
0 [0
3:113::00:I-
Z m
::E 0
m 11
t:r:l:ן-m
~...-l '1l
~t J:'1l 0
0 0 :0
'1l :0 )0
01111
I'%j >-,3m11
~Z m""z )0en:00()0 ......z
'"~0
I
mz
i>
ll>>~~
RCC-Bl (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
AlliXANDill R.CUHRAN
(Executor~
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
38-104-5
J
I
!
In Re:Es tate of _----lI.J\i..l.T..uI...uI....Iu.Atu.,l-!Cu...-.-l!;:ujA:ur,~UuI.LI,T...l..OLLlNL-_
__----'\lcu.lA....Su..H.....IN""'"'"'-GT.....,O""'N.L.-_County - F ileNo.--..I.6J.,;~/-!!!-!.f7..\.Jo-~92~2r::.-----
Dear ATTY.CUP..RAN:
You are hereby notified that the--..(O~~;:;Ii~g~i,J;IlLGau.l~------------
appraisement in the estate of~nLLIAYC IIAHKEI1.POH
has been filed in the office o·f the Register 0(wi1ls of W.SHINGTON
County on I-Jovember 3 ,19--ZL,Said appraisement reflects the following
valuations:
Real Estate -
.~.PersonaI Property-~9vO,..lJ07J-/-1;4n..~5.t}6-..f!.::-----
Transfers _
Jointly Owned _
T otaI --------=9;;o.O~,JJ07-f-lJ~1•....;l5L06-----
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.
Date .....NuCflT"-an""'""'bUJe...rL---,;J,}-".....-.JlI.-;W~l~_\
Title APPIL\ISL11 I
DATE OF Dl~ATH:September 11,1970
Note:This is not a bi II.
".
R C C-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of HAMILTON
.(Last Name)
WIIJ,IAM
(First Name)
c.
(Initial)
~DATE OF DEATH-----'9'---=ll~-....J7~O'_____.::~ENO.63-70-922
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:November 3,197ih LJCJ-trwn-W e it ~1""-12._
INHERITANCE TAX APPRAISER /'--'
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
VALUE AS REPORTED VALUE AS APPRAISED
$$-------+---
VALUE AS REAPPRAISED
$--------+---
FOR USE OF REGISTER ONLY
Tax on $+-__2%
Tax on $+-__6%
Tax on $---------+---5%
Taxon $~.
Taxon $~
&e~tioos *
Total Estate ---+__
TOTAL TAX
COMPUTATION OF TAX
$----'------+---
$--------+--
$----'------+--
$-------...--
$--------+---
$---1.__
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
BALANCE OF INHERITANCE TAX DUE $L
Add interest at rate of 6%from
to -------1C $---AMOUNT OF ESTATE TAX ASSESSED $
Estate tax paid $I
BALANCE DUE $...-JL-
Add interest at rate of 6%from
to $--~l=TOTAL TAX BALANCE $------1.
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 t...No.AdminIstration
IN THE
Year .
~
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
...WI.:w:..UU1 ..G.I:IiU'1:I:I..TON .
Deceased
Late of EASTWASHING.TON .
County of .\'IASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
t.'
~
Form RCC-2
,./DEPAKTMBN'E OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE N.o:v.:emb.er .3..,lgz~.
COUNTY ~JAS.HING:TO.N ..
FILE NO 63~7.~.9.22 _ .
Whereas,.1:JILLllllLC HAllILTOlL late of EAST J:!ASHll'1}.T.QN ..
in the County of .H1I.SHUJGTON Commonwealth of Pennsylvania,having died on
the llth ··· ·..· ·day of :~se.ptanber........................19,,70..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,D0l4IIUC R DeUlu!.-IA ,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit AppraisementDelcrlptlonofAnetValuasMadeforInherltanca
Tax Purpoael
$
PF:R~1J1Jn.T.•
SRR r.OPY'm'sr.rnm LE URI!Am"'I.l'-'m-'T'O APPHi\T~:T.:r.1FlIrP Qf'\fV71.t:.f....,
Having been duly sworn according to law,I do hereby certify that the above appraisement is made injon-
formity with law on this \:/..'7.6 y..~~day of ·.:::::·.·.::·.·.·.·.:·.·.:·.:·.·.:·.::·.::·.:~L:2::::.·.·.·.~.~'·.·)·.:·.~.:::~~·.·.·.··15.·~:·::~h.::~·<:~~:...;),
..,'vv ,'-'-.Appraiser
(!'lumber and Street)
···..·..······..··..··"·W·6::::'CI::;:::(P1-·;'Jiter'~·········,Penna.
·\1ASHIIDTON .County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.WI.LLI.AH G•....HAHILT.ON .
Deceased.
Late of
............EAST 1'lASHThTG.TQN .
Date of Death,...···9-11-'lO········································
Appraisement Docket Vol.,3fL .
Page,l04~5 No..63~7~.922 .
Filed in Register's Office,Nov.····3··..·········1971.
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo,lIt Appra.isement,
Appeal f,.om Appraisement,.
Entered and charged,.
~ce.
\JOi':"?S'{Jh;J /;0 J."llQ
{JO!S!I'.'Q xel iiJlJe..':'Jl!
"0 USl -P/lllN
•
I
4
•
ATTORNEY AT LAW
33 WEST BEAU STREET
WAS HINGTON,PENNSYLVAN fA
225-9930
June 16,1972
Mr.Andrew J.Merva
Pennsylvania Inheritance Tax Division
244 Washington Trust Building
Washington,Pennsylvania 15301
J
Dear Mr.Merva:IN RE:Estate of WILLIAM C.HAMILTON,
deceased -No.63-70-922
Enclosed is a Supplemental Return in the above Estate,
showing the amounts awarded to Elizabeth Hamilton and Mary K.
Hamilton under Power of Appointment by decedent in the
Elizabeth H.Hamilton Inter-Vivos Trust.The Orphans'Court
of Allegheny County,Pennsylvania,awarded said amounts,sub-
ject to payment of Pennsylvania Inheritance Tax,etc.
Also enclosed is copy of the Decree of said Court,dated
June 9,1972,which shows the income distributable to each
party to the Trust.We have made a calculation that the income
of the total Trust for 21 months,to-wit,from September 11,
1970,to June 9,1972,is $26,547.38,or annual earnings of
$15,169.92,on $591,715.38,amounting to approximately .0256%.
If we owe interest on the tax,it would be calculated
from December 11,1971,to approximately July 11,1972,or a
period of seven months.However,the delay in receiving this
money was not the fault of the beneficiaries,and it is,there-
fore,possible that interest should not be calculated,except
from June 9,1972.
I would appreciate a conference with you,or the member of
your office who is going to handle this matter.
AM/m1
Encs.
IfSV
'f(L
IJ7 f
Jot
'ff
~
£:\,+6 1
e,~
<'-,
RCC-49.(8-7 \)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
HARRISBURG,17127
PENNSYLVANIA ESTATE TAX
DETERMINATION IS r
aYl 7o~
Wash'IVl "01-\C.oU'1T'{J
Ftle...bJ -7(J -9~2....
Date BGl9 J.9 19 72.
Estate of:----WIt baM C.Ha miL'0 l1.
Date of Death Cf ~/1-70
County U1a,~kl"'9rOk DKr 33 ~/O'l-j,-
Bureau File No.~J ...70 -91~
1.Taxable estate per U;.S.Estate Tax Return,Form #706 f,I("1 8kC;)7 2.
2.Taxable estate per final change in Federal Return dated
3.Amount of credit for State death taxes.
As shown on return form or final change notice ($__YJ-L4-.....0..:...;n:...;:t.'"---
As verified by computation
$_--!../-'Z!o1........9:.....9lJ.......-...!-/7L.....-,.
$-------
4.Penna.Inheritance Tax due and/or paid Jl\ACe'$
5.Normal Inheritance taxes paid to other States
6.Total Inheritance tax credits (4 +5)
7.Total liability for Penna.Estate Tax (3 -6)
8.Less:Previous payments on al c of Penna.Estate Tax
gs.)o.oo
NdNe...
Date of payment Amount of Tax paid
$,------
Amount of Interest paid
$,-------
9.Balance of Penna.Estate Tax due (7 -8)
10.Interest due from to @6%per annum
11.Balance of Penna.Estate Tax and interest due as of ---------
Prepared by
Reviewed and approved by _
$(.(.bJto'<:1 To a.'R e.d.eTe (I.""I n Q riO ~
UPo/.,Rete(p,of Qt!lpt(of ThL
FedQOCtL Q.LosP·'9 leTre~aq~D",r.SLlfr)R.
(NAME)
C6P~T6 J
AL~~;Je~me rL4I'"c.RTrJ
(T1 TLE)(DATE)
R CC-49 (8-7 \)i
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
HARRISBURG,17127
PENNSYLVANIA ESTATE TAX
DETERMINATION ~V1 J.
u'h F~d (:Lo.>.L TR .
Date Att 1 19 'Ie.
J
Estate of:_-'W'-·_II_i_1c..f_'_~_C-=':-'_'_I<:4_Wl_1_1..._i~_Ul'\.._
Date of Death q_,_'_'_.7_0 _
County WASUI*'t<Il-''''''.,.,f:)Jj,/()'1.5
Bureau FiIe NO.&_~_4_1_(j_,_<:_'_2._l.._
1.Taxable estate per U.S.Estate,Tax Return,Form #1.06 F''''~8p.~/71..
2.Taxable estate per fiIU!!"c;.hg~nge..in Federal Return dated It.4 .12..
3.Amount of credit for State death taxes.
$11..'i2..1 ,.(
$~1.'1S(J;(,~
1.1 ,;:t~;).t12.)As shown on return form or final cha.Jl.ge notice ($_T~.l:::#.=..-__(t__
As verified by computation '7£.;:;8.'1'4.
4.Penna.Inheritance Tax due and/or paid
5.Normal Inheritance taxes paid to other States
6.Total Inheritance tax credits (4 +5)
7.Total liability for Penna.Estate Tax (3 -6)
$---ll 10:t.-.3
1'1.0""
I,'",a'"..,"f.....--.t 'u
8.Less:Previous payments on ajc of Penna.Estate Tax
Date of payment Amount of Tax paid
$._------
Amount of Interest paid
$,-------
9.Balance of Penna.Estate Tax due (7 -8)
10.Interest due from to @6%per annum
11.Balance of Penna.Estate Tax and interest due as of _I~.$====""=l"=,"=.,===
Prepared by
(NAME)
(NAME)
(TITLE)
(TITLE)
"
form H(;(;-60 \.1.1-041
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
CERTIFICATE
UNDER
REVENUE ACT OF 1926
Date HQY~be:r.3.,19.'l1 ..
TO THE UNITED STATES COMMISSIONER OF INTERNAL REVENUE:
THIS IS TO CERTIFY that in the estate of
.........................................l:ft,)li8JD.;C ~tan.__ _
late of 1:f.QS~n._County,Pennsylvania,
who died ~:l1:r.'7.O'_ __.,no refund of
inheritance taxes has been authorized by the Department and/or by the Board of Finance and
'r
Revenue of this Commonwealth;and that there is no claim now pending for a refund of such
taxes in said estate.
Subject to additional tax,if any,under the Act of May 7,1927,as amended.
To&al Tax
Imposed
Amount Paid
In CaIlh
8,550.00 12-4-70
Dillcount
Allowed
450.00
SEAL
Russell Marino
Register ot vms
For Robert.P.{[Me...~Secretary of Revenue
~~..,.-~'"-..,."'...,.---or...-...-T.,.,.-,....,......,,"'"'l•........
,I.','
"1 4 o 0"1 4 o 0
1 4 0 0
4 0 0
2 2 0 0
1 5 5 0
5 0 0
1 59 5
4 2 7
8 5 8
2 5 0 0
1 6 0 2 5 0
1 3 7 8
4 9 7
3 5 0 0
4 6 5 1 3 6
5 2 8 3 r;;:2-'
1 3 2 0 0 0
1 6 0 0
7 4 5 0
1 3 1 4 3 7 3 .'.",
I
*+~••$0.,,••t-*$.Me dt ...'h.,...........................................
l\ffi~autt ®f 1fxerutnr (@r Abmtutstratnr
~hdt of 'tttlt!lyluultiu }
Gtnunty of lIu!l4iugtnu !l!l:
P II b f th d · d th't No tarv Pub 1 ic .d f .ersona y e ore me,e un erslgne au orl y,a ..1•••••••••••••••••••••••••m an or saId
County and State,appeared ~1~¥~P.~.~~~gy.~~who,being duly
sworn according to law,deposes and says that he is the executor}iji{~~~amrof the es-
tate of ..w..!1~!~..g..~.JiN1JJ~rQ.N deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of ...WJ1~JA~...g..~...HM1!.~TON
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 befare me this ~-?.J }~_~~_
day of Sept 19 71 .u ::~":[r.:..r..,..,.-
~......'t,,...Executor-~OOX
. ·..........·....~~~:!:·~·1:-:~~·;,h?·~if{;t1i~y ..·PUbl'ic
Washington,Wash.County,Pa .ADDITIONAL INSTRUCTIONS
My CQm.AExp.Feb.?0"f'9]5.h'h h f .of .1.n Inventory must Dt:ned WIt m tree mont sater appomtment 0 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
~UUtutnry 8.w !\.pprui!ltuttut .of the goods ana chattels,rights and credits which
were of w.;P:'.~.M~q.,JMM.,J.~.~Q;N .late of ~9.~9.~gh gJ $.~.~.t W.!?~.h!.'9gJ;~m.,~
Washington County,1'a.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
PERSONALTY
Checking Account -Pittsburgh National Bank
Savings Account -Pittsburgh National Bank
Savings~Account·_·First Fed.S &L Ass'n of Washington
Savings Account -Mellon National Bank &Trust Co.
Savings Cert.-Mellon National Bank &Trust Co.
(due 12/30/70)
Savings Cert.-Mellon National Bank &Trust Co.
(due 2/19/71)
Savings Cert.-Mellon National Bank &Trust Co.
(due 12/31/70)
Savings Cert.-Pgh.National Bank (due 9/7/70)
Int.on above Savings Cert.-payable 9/7/70
Savings Cert.-Pgh.National Bank (due 12/8/70)
Savings Cert.-Pgh.National Bank (due 8/18/71)
.American Express Co.-Travelers Cheques
4 sh Dow Chemical Co.,Com.Stock (@ 69-11/16)
33 sh Monsanto Co.,Com.Stock (@ 35\)
Div.on Monsanto Stock-9/15/70
42 sh Texaco,Inc.,Com.Stock (@ 30-15/16)
Div.on Texaco Stock-9/10/70
Pgh.National Bank-Accrued income due under
Elizabeth H.Hamilton Trust
Vance &Westfall-Refund on insurance premium
Anderson &Pollock-Refund on insurance premium
Columbia Gas of Pa.,Inc.-Refund on gas bill
Treas.of U.S.-Refund on 1970 Income Tax
Social Security Admn.-Lump-Sum Death Payment
Proceeds sale of household goods
Promissory Note of P.N.Wrenshall(now deceased),
for $250.00,dated 9/13/65 -WORTHLESS .
REAL ESTATE
TOTAL ESTATE ••••.•.••••••••..
17,277 09
11,455 79
18,173 49
7,103 99
3,000 00
3,000 00
2,000 00
2,000 00
100 00
2,000 00
2,000 00
370'00
278 75
1,103 25
14 85
1,29.9 3816'\
16,499 76
91 00
12 00
19 65
2,098 76
210 90
100 00
No value
N ON E
90,285 46
. .b3-70-7;(d-,
Aftibuutt ®f 1fxerutnr (@r Abmtutstrutnr
~tutr nf 'ruu.ayluuuiu }
G!nuuty nf 1lllIu.a4iugtnu .a.a:
Personally before me,the undersigned authority,a :r:!~.!;.~;'.Y.~.~pJJ~in and for said
County and State,appeared .l~1~¥N.l?~.~~.!...•gY.RM:N who,being duly
sworn according to law,deposes and says that he is the executor~~miRU~t~~rof the es-
tate of .}rt~~~~.J:..~tIAMI~rQ.~deceased,that the foregoing schedules constitute a
I t · t d . t f'th I d Itt f WILLIAM C.HAMILTON ..comp e e mven ory an appralsemen 0 e rea an persona es a eo ,
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 -:?.J }~..
day ~Sept :~91.1..........···~E~~~~t~~~~OOi · .·············?~~~~~~~:-:~··,)!i·~~{;t1i~y···PtibllC
Washington,Wash.County,Pa .ADDITIONAL INSTRUCTIONS
My C9.~.A~1Rvent~ybnius~q,~fh~cl~thin th~ee 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
31uurutnry uub !\pprui.arwut .of the goods and chattels,rights and credits which
were of .w.;:P:'.t..~G.!HN.,J.t.l'.9.~.late of ~9.I9.~gh..gJ ~.~.~.t;W.9.~.ht.:n-g,~9.D.,~
Washington County,Pa.,taken and made in conformity with the above affidavit.
PERSONALTY
Checking Account -Pittsburgh National Bank
Savings Account -Pittsburgh National Bank
Savings Account -First Fed.S &L Ass'n of Washington
Savings Account -Mellon National Bank &Trust Co.
Savings Cert.-Mellon National Bank &Trust Co.
(due 12/30/70)
Savings Cert.-Mellon National Bank &Trust Co.
(due 2/19/71)
Savings Cert.-Mellon National Bank &Trust Co.
(due 12/31/70)
Savings Cert.-Pgh.National Bank (due 9/7/70)
Int.on above Savings Cert.-payable 9/7/70
Savings Cert.-Pgh.National Bank (due 12/8/70)
Savings Cert.-Pgh.National Bank (due 8/18/71)
.American Express Co.-Travelers Cheques
4 sh Dow Chemical Co.,Com.Stock (@ 69-11/16)
33 sh Monsanto Co.,Com.Stock (@ 35\)
Div.(';n Monsanto Stock-9/15/70
42 sh Texaco,Inc.,Com.Stock (@ 30-15/16)
Div.on Texaco Stock-9/10/70
Pgh.National Bank-Accrued income due under
Elizabeth H.Hamilton Trust
Vance &Westfall-Refund on insurance premium
Anders'~Pollock-Refund on insurance premium
Colm;-,:::...Gcs of Pa.,Inc.-Refund on gas bill
Treas Jf L.S.-Refund on 1970 Income Tax
Social Security Admn.-Lump-Sum Death Payment
Proceeds sale of household goods
Promissory Note of P.N.Wrenshall(now deceased),
for $250.00,dated 9/13/65 -WORTHLESS
REAL ESTi:.T!=.
DOLLARS
17,277 09
11,455 79
18,173 49
7,103 99
3,000 00
3,000 00
2,000 00
2,000 00
100 00
2,000 00
2,000 00
370'00
278 75
1,163 25
14 85
1,299 38
16 80
16,499 76
91 00
12 00
19 65
2,098 76
210 90
100 00
~o value
NON E
CENTS
TOTAL ESTATE ....~..........90,285 46