Loading...
HomeMy WebLinkAboutOC1970-0944 - ESTATE OF LEWIS,PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate.Form) Estate of....li~.~~.+.~...~.~_..I"E.Wl$....Q./J5:1a.__NELLIE-.__.__ w.LEWIS Deceased No._.~.3:,:,.7.Q=.9.!J_~..__..._.. Fiduciary__~~.~.~!:__.~.~.._J?~!:.~~.~_ . ...~~.~~n~.~.~!.~~.Q!:g.!.~.!.A.~_. Date of Date of Decedent's death ~~.~;r..~.~.!..._~~.!.~__....Grant of Le>tte rs___?~p..1?~~~~.~?~.1.._J,9.I9.._--.. This is the_f.~.~~~~.1!:g £?:-.~~.+_.__account filed in this estate If there have been former accounts filed in this estate,list file number or number and term __..__.._._.._ . ..................................................--.-...None-.------.---_---..--..---..-.___. Election to take Not applicable Date Election Place of; Under or Against will.(cross out one)Filed _ _ .__Record .__... N f . .Noneame0surVIvingspouse__....____.__.__.._____:__.._.__.__...__...___... .._.. List issue,where material:None Did decedent marry after execution of will?(indicate)~~.No.Any children born after execution of will?(indicate) x~~No.If answer yes,name them __._ _..__.......__.. Legatees Negro College Fund Relationship Interest Fiduciary,if deceased or not sui juris List,if exceptions to above: If partial intestacy,give facts: Adeemed:Revoked: None None 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.~x If any exception give cause:-···----. ., \ File copy of Notice..Written notice dated July 28,1971'and date of mailing -. Is estate subject to the filing of a Federal Estate Tax Return?~5?_ _ _ . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $_~.?.~~_.__.__. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . None -.._-__..___--____---..____-_.._--___-..--.-----__-..--__..--__--__-_------_.-_. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the,preparation of the adjudication: The decedent named the Negro College Fund as the residuary legatee and devisee.The formal name of the residuary beneficiary appears to be United Negro College Fund,Inc.,a New York corporation having its principal office at 55 East 52nd Street,New York,New York 10022.There appears to be no other organization with a similar name and friends of Mrs.Lewis attest to her interest in United Negro College Fund. Balance for distribution per account, Itemize any additional debits not shown by account:$}.!.}??.~_.~_!._.._ Total additional debits (Add)$_ Itemize any additional credits not shown by account: Barbara Craig,Notary on Audit $1.00 6/15/71-Russell Marino,Reg.-Bal.on letters $3.00' Total additional credits (Subtract)$_.~_~_9.Q _ _ Balance for distribution $}J.}~~.~).7..._ . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Cash ,I"~ .. --~-~-------~-~-------------------------------_......_--.- If Family Exemption claimed by Petition,give place of Record:!':!'.~!!-.~___...._.___..__.._.. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:._NQne _. 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: United Negro College Fund,Inc.-Ehtire residue.(We are advised that this distributee qualifies for a charitable exemption from Inheritance Tax). COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly_..~_W9_rD.....doth depose and say that the facts set forth in the foregoing petition are true to the best of.......hi.s...knowledge and belief. ..- -~~~.~~..to and subscribed before me ,h;s .1_~~_ll__day0127----s;-p.~-e-~!?-~"-719 __E.~ S;gna'u,e 01 OIf;C"_~~ Title of Officer N.Qt.ary..J?UQ.l.:i..C . Office expi res ;r.~!1.E?::..~.5..t ..J.9.7..4 . BARBARA CRAIG •NOTARY PUIlLIC WASHINGTON,"WASHINGTON COUNtY" MY COMMISSION EXPIRES.;UNE 25,1974 Member,PennsylvanlaAmcllltlon 01 Not.till And your petitioner will ever pray,etc. ~?'S:~~~~_ . Administrator C.T.A. No.63-70...944 Estate of NELLIE S.LEWIS a/k/a...............___•_..__o. NELLIE W.LEWIS Deceased Fiduciary...9.~~!.1.~...~.~...~~nks ,--_.._----_..-_._._....---.....--- ...A.c;.9:5?~!!.t.~D.~___- - . PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:pa rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. McCREIGHT,MARRINER &McCREIGHT bt Attorney "",~2 ~...i '1 ,-rY'\~...t!t,".....~~~.•,,.1.~,L-.:1 ~71 acr 7 ANn rg RUS,,;:~_c.i;'..1;:W, nEG!SI t:t".()F \'I!LLS V,lASHIII::;TON CO.,PA . I I t\;;!C Wf..~H1Nc;·rON TRU~iT eUILOINt... .' ., AREA CODE 412 FHONE 2Z5~e600 ) ) )NO.63-70--9 1111 ) ) ) ) N 0'1'ICE WA!';HINGTON,PENNSYLVANIA 1530, JOHN E..~<;CRt:IGIIT ~T£PHCN O."~ARRINCR ..lAMES C.MliCRt::IGHT ESTATE OF NELLIE S. Lmns,DECEASED. LEWIS a/k/a NELLIE W. IN RE: M -=C"E.I (j H T.t>·l An R I N E H c:/vi <::C ,a:l (;In ATTORNEYS AT LAVI John B.McCreight,Esq. McCreight,Marriner &McCreight 520 Washington Trust Bldg. Washingtpn,Pa.15301 IN THE COURT OF'Cm'lr'~ON PLEAS OF HASIIINGTON COUNTY,PENNSYLVANIA ORPHANS'couwr DIVISION PLEASE TAKE NOTICE that Quinn R.Banks,Administrator· C.T.A.of the Estate of Nellie S.Lewis a/k/a Nellie W.Lewis, Deceased,filed his First and Final Account in the Office of the Register of Wills of Washington County,Pennsylvania,on Tuesday, June 15,1971,at No.63-70-944 and that the same will be presented to the Orphans'Court of Washington County for confirmation on August 30,1971,and be called for Audit by the Court at a time to be fixed by the Court during the week of September 13th,1971,when and where you may appear,in person or by counsel,and be heard if you so desire. JBMcC:bjc July 28,1971 cc:Will Inventory Account ..''J rl ..H0.~::;011 1'1arino R .t f /'P b t1,egIs .er or IJC 1'0 ae of Viiils ail:!grC!l1ting I,etters of AdmitiistratiOll,ill al/{l for the County 0/v?I7,;/;i!lSfoll alld Commonwealth of Pcnllsylvf!.i1ia: To Q~J~~..~.~;B.?:P.~r.~. C.ToA"lAdTlliuishato"ilJl ({II and singu.lar,the goods and c.hattels,rights amI """~(i1:.l·,~·',.;l1ri"~~!<;{<'1\;;>;"""l-"'l'·;r,:"~·;R',·t··!..~("U"J;c,')1ue"e of Nellie S.Lewis..."i>.,~!~•••J J•."V."J",'S :tt••~I,.II;il"I""".(~), •t .I . a/~/.~lJ~J),.~.~.JY~~9.':~tS fat?0/tbe said COllilly, deceased,with a copy of deceased's will annexed,GREETINGS: \\7hcreas,the saidN.e.:tJ~.e...9.~...J.lE1l:l~il...e;/i!I.f!....~(3+J~.()..~J•....!~.~.~~~.~.. inPq'......lifetime,made ..h.:~r·.......la.;!Will aJUI7'esttilllc;d in 1uriting, which 1U(/S duly proved on the 44t h day of ~CiP~.€ltl1:)~r.A.D.,I 9I9 ha.ving,whilst .she······lived,and at the tim.e of ..h~~.decease,divers goods and chattels,rights and credits,with- in the said Cou.n.ly,by meam whereof the full dis position and pOl'Jer of granting letters of adminis- tration thereof,is 11MiZifestly known to belong to me;Therefore desiring that the goods alld chattels, rights and credits which lOere of the said deceased,and 1J.'Jl;-~tJ.-::;;e;.i»-1!i:;u,fF/~'i!~blj4j'!J:ll;J.~,may be well and truly administered,cOlwerted and disposed of according to the tenor and effect of the said de- ceased's will and according to law,I do hereby grant 1/.11to yon the said .... ............................................Q~~.~~~...I1.~B..~.~.\{~..~. ....::(in 'wbose fidelity in this behalf I very muc,0 confide,)full power by the tenor of these presents,to administer the goods,chattels;rights and credits i:fj·rfj;::Jo~UV1' 11i]wdl~,j:.nm'F.ml,which 'lUere 0/the said deceased,1uithil1 the said County,as also to (!-sk.,collect lezly, recover and recei~e the credits whatsoever of the said deceased,which at the time of .hov .....teat/; were owing,or did in any way belong to..h.~r .....and to pay the debts in which the said deceased stood obliged,so f(',r forth as the said goods and chattels,rights aud credits 1uill extend,according to their rate and order of law;especially of well and truly administering the goods and chattels, rights and credits Xf!..7.fi'N;f.iJJZJf:F1Jlf/t!:tl'4'irl-mt&-;w4 which were of the said deceased,according to the tenor azld effect of said deceased's will,and according to law;and making a hue and perfect in'ventory a'nd conscionable appraisement thereof,and exhibiting the same into the Register's Of- fice,at Washington,011 or before the day of next,ensuing,and also a true alld just account,calculation,alldreckoning of your administration,upon Jour solemn .... ....o~th to render at the expiration of six months,or when legally thereunto re- quired;and I do by these presents ordain,constitute alld depute you,the said ,.. ...Q~ip.n...R!t ~~p..~~'.. admillistrat or c.T.A.of all and singular the goods and chattels,rights and credits,which '11WJJ:Jfi71XlT..mr.J;;~'JiiT.:.iJ;,~1xalldwhich were of the said deceased,with a copy of said deceased's \Vi!l an- 1texed,within the lim-its aforesaid;saving harmless and forever indellwifying me and all other of- ficers against all persons by reason of your administration aforesaid,and saving all others their rights,&c. ]11 IDrnttmnuy limijrrrof.I have hereunto set 'my hand and affixed the seal of said office at Washington,the ~.4.t.h..~day of ~~pt;.e.Il11:'J.e.r.:..in the year of our Lord one thousand nine hundred and s.~v.<;J.n..1;;h.........................................................'. .~~~~{·.7J1a.~Y,{). .'.Registc·r. J .., f< f j / I.' .." ," ,'.<\ ," ..; ,I: '.'.t'.'.' .:..:.'. '...:,. "'I' I'~"'.: • \ \ ',',I .;',' ":"::;":r,', ",' .":'~:.... ,0 " ".' .:'',.' ",".~I.,. •t" -",'' •,~',.!. ...'','.... .'.",'. "" .'.".::.-.'':.:"'.' ;':'.•I ·.":,,., ;.....,:.'.",. ;~':".,.;. ':",:"..,', .'.. '.:,', ,..' ,,..'. •.','." I ,~ ,,,.',' ~ ;.: ,", ':' i . " '. 1" ! " '.,'•0" ..',',' >''';''',. ",;. ,.••j ,",. ....."';, i ••••1 ',';".:,".'""'I ,':', I,., .... :.."",', •I":-• \. ,i..t' ":"\.'." .'f. I •'.. , / /,•I,I . I • I J ,.,(.,.:.....l,..L-"1"..• I~rl~j~).. (j!~.S;~v~~~_ ._ ~-1&w-O>/-IoD 't C,,(~, 9f-~r Pw i:;-3o I ,'f ',\ ,' I "_," • I.,'.. • "I ,'.J • " I ,." ,t' "' ," /"/. • ,. / -,, ,, .', '. -i .. :'t'.,., ,., .,:'" I ..', I .'. {-.:'1 (P 3-70 -9'4-,-/- l\ffibunit {@f 1£xrrutnr ®r Abmiuiatrutnr ~ttttt of 'tuunyluttttitt l (ttouuty of 1ltlIttn4iugtou j nn: P 11 b f th d . d th 't Notary Pub lic .d f 'dersonay e ore me,e un erslgne au orl y,a __._m an or sal County and State,appeared .Qu.inu..RA B.anks who,being duly sworn according to law,deposes and says that he is the executor or administrator of the es- tate of N.~;I;JJ.~...§..~...~_~~l~...9._jJ~/9:....N.E?~Je!fased,that the foregoinK schedules constitute aW.•Lewis . .Nellie S.Lewis a/k/acompletemventoryandappraisementoftherealandpersonalestateof.Ne:J:..11.e-..W.....bew1:s···., deceased,except real estate outside the Commonwealth of Pennsylvania;tliatthe figures opposite each item of real ana.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 nM Executor Administrator. Sworn and subscribed before me this ..../.~.~..}\(I .(~7.1.. d ~--une 19 ~-•.-..~.:-:..-~,~~~ay 0 ·Z..·....xlibmellbox-Administrator C.T.A• ..........~. WASHINGTON,WASHINGTON COUNTY MY COMMISSION 'EXPIRES ;UNl 25.1974 ADD ONAL INSTRUCTIONS l..~e*r.PAIWll.~sJm!mtmDW~it~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 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 ~uututory ttM l\pprttintnttut .of the goods and chattels,rights and credits which were of .~.~.~t·~~i~··~..··~·~·~·~·~···~!~!?-····~·~·*·*J.EJate of ~.~.~X 9.t Y!.~..~.!:.~.~.~.~.~.~,.. Washington County,Pa.,taken and made in conformity with the ab01Je affidavit. J DOLLARS PERSONALTY: CENTS Savings Account -Washington office -Mellon National Bank and Trust Company Washington County Housing Authority -Rent refund Check of John Solomon,Esquire,in settlement of sale of real estate 3,680 77 15 40 2,056 00 TOTAL INVENTORY AND APPRAISEMENT ------------------------$5,752 17 C'.. 0'. P "-\,.f ...bIi..-' THE FIRST AND FINAL ACCOUNT OF QUINN R.BANKS,ADMINISTRATOR C.T.A.OF THE ESTATE OF NELLIE S.LEWIS a/k/a NELLIE W.LEWIS,DECEASED,LATE OF THE CITY OF WASHINGTON,WASHINGTON COUNTY, PENNSYLVANIA. AS PER INVENTORY AND APPRAISEMENT DISBURSEMENT: Costs of Administration $5,752.17 Schedule "A" Funeral Expense and Preferred Claims Schedule "B~' $679.00 $1677.80 $2,356.80 TOTAL FOR DISTRIBUTION -------------------------$3,395.37 ....'"-- SCHEDULE "A" COST OF ADMINISTRATION l 9/24/70 10/1/70 10/1/70 10/9/70 6/11/71 6/11/71 6/11/71 6/11/71 6/11/71 Russell Marino,Register -Letters of administration 1 short certificate Observer-Reporter Advertising letters Washington County Reports Advertising letters F.J.Buckley Insurance Administrator's bond Quinn R.Banks Administrators commission McCreight,Marriner &Attorneys fee McCreight Russell Marino,Register Filing Inventory Russell Marino,Register Filing Account Barbara Craig Notary fees 13.00 14.00 14.00 35.00 290.00 290.00 3.00 16.00 4.00 TOTAL COST OF ADMINISTRATION ---------------------------$679.00 SCHEDULE "B" FUNERAL EXPENSES AND PREFERRED CLAIMS 9/29/70 9/29/70 9/29/70 12/9/70 Gladys Bush Q.R.Banks Funeral Home Rev.W.S.Hopson Simon White &Sons Nursing Funeral Expenses Funeral services Marker 200.00 1,332.00 20.00 TOTAL FUNERAL EXPENSES AND PREFERRED CLAIMS --------$1,677.80 ------------c---------------------------------------------------. Observer -Reporter! WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,as amended. ~,•I~;to Banks. its regular editions on the following date or dates;~:'''~jst[f~~~~.lt..A. .....................................Oct.ob.er....5,....12....and....l.9..,.19.7.Q.......................John B MCC%~~~~~g~O;q.Pa.15301 that neither tb!e affiant nor the Observer Publishing Company is interested McCreight.'Marriner & in the subject matter of s,aid notice or advertising and that all of the all-ega-McCreaght,Attorneys520WashmgtonTrust Bldg.~~~:,~:thi,atrido'it asJ;:,p~a:':n1a'J;1~:b:auon .':'''i~'OO.Po ~"~~"'''"~" Sworn to and ,.b"'7Il~.;0:~a:.:OiAi:::V70 WASHINGTON,WASHINGIUI~LUU,.I, MY COMMISSION EXPIRES MAY 6,1972 Commonwealth of Pennsylvania,County of Washington,55:. Personally appeared before me,a Notary Public in and for said County and State,J.~.me.~S..~J,~y.9.P.,,who being duly sworn according to law,deposes and says that he is the .~~.~.Y.i<;:.~.::':P.~.~.~.!.... of the Observer Publishing Company,a Pennsylvania 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 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 continuously for more than six months prior to the publication of the notice hereto attached;that the printed notice or advertisement hel"eto attached is a copy of an official advertisement,official notice,legal notice or legal adve'rtis,ement,exactly as printed or published in the Ob,;'erver-Reporter in \'-------- ADl\oiINISTRATOR C.T.A.NOTICEIESTATEOFNellieS.Lewis a/k/aNellieW.Lewis deceased late of ICity of Washington,Washington County.Pa. Letters of administration C.T.A., upon the above estate having been, granted to the under-..i'lned,all per·'sons having claims !l.,~ainst the es~;tate are requested to make known the same to the UD«orsigned or hisIattorneyandall~,ons indebted to the decedE'nt an r~"ested to makE' payment to tht'v signed withoutdelay, Washington County Reports :e:3=OO:l#!l!ltt=MRlN=S:1!R:Ii;Eil1: Wasbington,Pennsylvania (PUBl.ISHED BY WASHINGTON COUNTY BAR ASSOCIATION) Estate NotIces The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. • • • • • • •••• ••• • • •• PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON ) STATE OF PENNSYLVANIA (55. 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,published weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: LEWIS.NELLIEs:~-;:/0;-NELLIEW.LEWIS.Dec'd. Late of Washington.WashingtonCounty,Penna.Administrator C.T.A,:Quinn R.Banks,102 N.Lincaln Street.Wash.mgton,Penna.15301Attorneys:J0!ln B.McCreight,Mc- I Cre;ght.Marrmer &McCreight 520 I.. Washington Trust Building,Washing-ton,Penna.15301---~~._--~---- ..._~!::~.~.~~.~~_..~.!~..?!?.?..?.~..~.?.g . ,./0'/-,,.,.1 ...\-.r 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. ( .r-.•-.-"'-'" \"-..-..............................."'..~········t············Edi~~~ Sworn to and subscribed before me this ,??..~.~day oL O.cto.b.e.r :19t,.7.ri.~ ~s2J~ .. ~...•.•,-......_"'!"\..;~~:;-~~~" ,.",.n E''.,s ."lly 1,1974 STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,depose and say that the above account as stated is true and correct as ..?.~verily believe, ,'-#vSwornandsubscribedbeforemethis.._..J5.(.~. A.day of -.-----'!.~.~~-------------19.It.._. ..~c~------ WASHINGTON.WASHINGTON COUNTY MY COMMISSION E.Xf'IRE.S ;UNE 25.1974 Member,PennsylvaniaAssociationofNotaries Administrator C.T.A. WO'shington 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...b..3--::.1J:.38.Q__.... Witne s my hand and official 'seal this .:3<:J.~. .....o o l~o .0:1...~o o'8 i8o~,rJ:1 i"d~,«3...(I)....,rn,oM '(I) ,P:: ~ In ,'I IrI·,1 I ~t,r;I ~J ().. ~,-.. RU,S;:;r-1 J p r.. I ~~_.,...I ..... l'l ..(''I .hl~0r,l,i','.,~.;",;CJ ..f'A. f...•r ,7I 11'1 1 ~...r. , «i'-.;. ~'-i.~r.r]Cf) H H:3i::s~~ .;. t1::s rz:j ~ H H jj ~~ ~~.~ Ii 'Oif{ \i (Y)! ~i ciz "• ," t.o 13,'7(5 -c;L/.J-j' '../--...' '..,..J ~ I I I " ,.".. .. ii' .. , • •:~ 1 '~ ~-..._-- ~-*0I01··;J,_ The Court is respectfully requested to determine proper distribution in this estate. ,fIHC" J In Jhe matter of the Audit 0.1'Ace.ount in .NELLIE S.LEWIS a/k/aEstatecf...._........_ NELLIE W.LEWIS ------ TO THE AUDITING JUDGE: 1\1 63-70-944J'~')'~_'' ' our Entel' ------------------------------_....-.• -------- N.B.-Counsel shall,by separat stat·~ment of each claim,with supporting cal I 11 of hny interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shal~file a sepuate concise state- ment in thai;regard. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN • ORPHANS'COURT DIVISION J NE LLIE S.LEWIS,a/k/a NELLIE W.LEWIS, TIME: Estate of No.944 of 1970 ( ) ( ) ( ) ( ) ( HEARING ON AUDIT Tuesday,September 14,1971,at 10:00 o'clock A.M.,EDST. The Honorable P.VINCENT MARINO,Judge of the said Court. McCREIGHT,MARRINER &McCREIGHT,Esqs., of Washington,Pa.,representing the Accountant. INRE: z BEFORE:oI-eIZXUl<t:=APPEARANCES:~ii:I-!!!Q oJ<tUjj ::l.., J:..r-N Deceased.~Z<t:; >-VI Z ZIIIlL ", are McCreight,Marriner &McCreight.Mr.John McCreIght? deceased.The Administrat0r CTA is Quinn R.Banks and the attorn ys MR.McCREIGHT:May it pleas e the Court,we have the necessary Number 944 of 1970;"the estate of Nellie S.Lewi ,iii II:THE COURT:tlI-a::oll.IIIa:: l-ll:::loU ~U iLILo papers.The Will in this case named the sole residuary legatee and as the Negro College Fund.There seems to be no question that the testatrix had in mind an organization whose formal name is the Unit Negro College Fund,a corporaqon,a charitable corporation having its principal office in New York City.We have had no evidence that there is any other organization or.fund that has any similar name,an ,---------.--------, 2 it occurs to us that the name is just a shortening.It seems to be wel known among the group. Court. ,THE COURT: MR.HANA: THE COURT: decedent's estate? ~z~....>-III ~THE COURT: 11/II. ioI-C5z iIII~ Did you get an exem;p>tion certificate,Mr.Hana? Yes,Your Honor. Is there anyone else in Court interested in this (NO RESPONSE) The audit of this account is ordered closed by the ( AUDIT CLOSED) ..t _--...,;....,.,.. .. c:ill:tIl-ll:oII,,~t:" l-ll: :J"oo....0( Uii:...o .~,..., I I./ '.,... •.... -~~-..+...".... I ..' .. "I.-.'4 .'.e"l t.r.'vc --..( -_..._._--------------------------------, J En t1Jt Q!nm nf Q!nmmnn JltUS nf lIus4iugtnn Q!numy. Jtnnsylttuniu.(@rp4uns·Q!nun 13ittistnn ESTATE OF Nellie S.Lewis,a/k/e Nellie W.Lewis deceased No._----::6::...:3~-..!..7..:::..0-_9.!..::.44=__ In the matterofthe First and Final Account of__Q.;...u_i_n_n_._R_.~B_an_k_8 _ Administrator eTA ADJUDICATION AND DECREE And now October ,19-.7.!-,this matter came on for hearing, audit and distribution at this session and testimo taken;and thereupon,upon due consideration there,tb~fa1l:Lnce for distribution in the hands of the Accountant is determined to be $.3'1 .3 (and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _ Additional credit asked at audit Balance _ Deduct Clerk's Costs &Receipfsi...-I Attorney McCreight Marriner &McCreight United Negro College Fund,Inc.,residue, (Charity exemption certificate filed),cash, 1$.00 3376.31 . $3,376.37 No balance 0 ,~ p ~ ....,:J Z ~0'~9 0 :r' C CD ')-)1, v-+-0+:J 3=+(II 0+ t:Y 0 0 0....-.....--(if M .., a 0""" t --.... ~ :J ::: CD to fZ;~ s~::l~~ ....•...----.J •I .,::;J ):>P1 ;:IJ C/:J C)C c:;) ::..::-(j.('"""") r' en (A --l I --.c.-,·~~ti..,r'., -I 7 t ~,\. :::>0 C.'......'"....1 ..:r:::' .::>'..--"- 0 ....A.-"J-I --0 r-):>U>0 t..o ---------.c---------------------------- ..-, IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA. ORPHANS'COURT DIVISION IN RE: ESTATE OF NELLIE S. LEWIS a/k/a NELLIE W. LEWIS,DECEASED. ) ) ) ) )NO.63 -70-944 ) ) ) DISTRIBUTION RECEIPT AND NOW,October 21,1971 ,1971,we hereby acknowledged to have received from Quinn R.Banks,Administrator C.T.A.of the Estate of Nellie S.Lewis a/k/a Nellie W.Lewis, deceased,check number III in the sum of $3,376.37 payable to United Negro College Fund dated October 18,1971,and being payment in full of the distributi~e interest due per Adjudication and Decree of the Orphans'Court of Washington County, Pennsylvania,dated October 6,1971. ATTEST: /~ ~J~'.' Edna Jones (,. • -co-..I-::0 l} fT1':1 t"Jn=-I .: cit/) -1 n . IT -:1 :\"-;J,L t- .-.-. ·1 ......i-!-i -"L:.."Jr=--~0ro.... to')-.. w::.. .~ It~I()!()i ;0 I :€fT1 !>Gi l~:r I <_}>-l I<Z -I':~~-I~jrO~}>!zZz;o ! Gl -I ",;0 I-I ;0 -<-o c u.z I Z -IlJl >fT1 I.-1;0 ;~rQ:> .;=~~I~g I' Gl ;:0 fT1 Gi:r -l ~ ~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. NO.63-70-944 ----------------------------------- IN RE: ESTATE OF NELLIE B. LEWIS a/k/a NELLIE W. LEWIS,Deceased. DISTRIBUTION RECEIPT McCREIGHT.MARRINER &McCREIGHT ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON,PA. Fonn Xo.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 18,1981,JEFFECTIVEJANUARYI,1982.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) •.OFFICE OF THE REGISTER OF WILLS ~ County of ..WAS.BINGTD.N,. QUINN R.BANKS 102 North Lincoln Street,........................'(N~;)'of .Wasningt6h';.p~..wd;e~;. being duly ~_~~_~!!_.according to law,deposes and says that he is the_g~~.D::~LIL.J2§.}}!9?_J.__Agm~Irj:§J!_r a torC•T •A •(Exec.,Adm.,Legatee,Etc.) of the estate of~~±f-t~--~-:--i;~-~i-~---a.LkLa--------whose last residence was---~8.8---NQ.r-th---Ma-j,(Pr;~e~-t-...----------------- _~.§._~!?__?:n-J~i~5?_~_L_~.§._~.deceased,and that the whole of the estate of said decedent,who died __~_~1.Y ~_~_""---J:.9_I 0 (CitY,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated Value Personal Property Savings Account-Washington office-Mellon National ~ank and Tru'st Company tI.~.:4!.-l.-~~:t<U~O~~lJJ;j,.3,680.77'AI',_b ~'",~';"?';'17/I ,~ (/ 15.40WashingtonCountyHousingAuthority-Rent refund dl('JTJ7 Check of John Solomon,Esquire,in settlmment of sale of., J.."'........."'~v ......v'" A-k"'n..~2,056.00 TOTAL $5,752.17 NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or natnes in which the account is registered. -----------------~~._-~--~~-~-.~.------------------------------- ,..Estimated -Jointly Held Property Value...,. ~- NONE . Transfers within TWO YEARS Prior to Death NON!!; That at the time of death there was no safe deposit box registered ih 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 BENEFICIARIES BENEFIcIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF(State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARYaninterest,vested,contingent orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATEforththisfact.)DECEDENT NeQ:ro College Fund None Yes Entire residue . - - ; . 1NOTE'List first five items in the spaces so provided observe notations thereon and instructions,, r DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN IltEGISTER ONLY Q.S.Banks Funeral Home Funeral expenses paid $1.::3a2 00 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) ~ 9-P (\(\Administration Expenses * -'')nn InnCounselfees*~/I~~ Fiduciary commission *2g0 00 I OTHER DEBTS AND CLAIMS (*)See Note below Gladys Bush Nursing 200 00 .-Funeral Services 20 00Rev.W.S.Hopson Simon White &Sons Marker 1(35 80 - . - a. Total 2,356 801fl>l.3 S L r"6 RESlP:?,I'T D':CEDENT DEBTS AND DEDUCTIONS CLAIMED .............(city '0''':To'~~'~;"d'St~t'e)""""""" (Street Number) Washington,Pa.15301 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission or debt is greater ."I.M than tho "timatad amnuntdaimad and alln""'.f7 ~~~, Subscnbed and sworn to before me this....~:-:..(',~ (£f'eJO«Of-Administrator)C.T•A• 102 North Lincoln St •.........Iff--f4y day of J'n :,191.1. ....~.~~p~~.ff . WASHINGTON,WASHINGTON COUNTY U MY COMMISSION EXPIRES ;UNE 25,1974 Member,PennsylvaniaAssociation ofNotaries Having been duly sworn...,according to law,I do herebHe~t:~h~tJ t~e:-~ove appraisement is made in conformity with law on this ....................../,;).~dayOf ;-:"-;-.-:-~_:,19 ..1/d,n········~······~···t::::r· In the event that any future interest in this estate is transfened 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'inheri- tance taxes at the lawful collateral rate on any such future interest. ...~E~ORT OF THE REt5TER OF WILL . I,the undersigned duly elected Register of Wills In and for.. . . . . . . . . . . . . ...,. . ..County,Pennsylvama,do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent,ex t as to those I ms where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lesse amlunt represen the sum allowed as a deduction. Dated:~~~.}.~..~~!.1..~~~.~~~~.MA~JND............\.\~~. ..-'"'--,......_:"-Registerof Wills 1 Fonn No.RCC-62 (12-66) ~ ...WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF NELLIE S.LEWIS a/k/a NELLIE W. EEWIS Deceased Late of CITY OF WASHINGTON....................................................... County of ..~~~HINGTON..................................... ,~ 1"._-) ::::-.,. .;:, g :;~:;,.:r===-or-2;;:>v) I REPORT.AND .APPRAISAL'....~....r~"')....:..- -'}, '"~:--n ~tComrnon,!~a~§!Penn{~lvania.' _~(:J ._~:::- ~~~;:..--r '.....,c:::., .-c ) /' RCC-BI (2-64) COMMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT QUINN R.BANKS IN YOUR REPLY PLEAOE REFER TO 38-106-1 J (UKft,B~Administrator)C.T.A. In Re:Estate of NE~L..:::L..:::I_E--..:.:.S....:..--=L::::E..:.:WI=S-=a'.L./~k'.L./~a~-_ _____W!!..AQ!S~Hu.l.INu;G!lLT.....O!loLNL1_County -File No.63-70-944 De ar Mr.Banks, You are hereby notified that the Qrigi nal appraisement in the estate of NELLIE S.T,EWIS has been filed in the office of the Register of Wills Qf WASHINGTON County on August 13 ,19..1l.Said appraisement reflects the following valuations: Real Estate _ Personal Property __~5~,~7~5~2~.~1~7+---- Transfers --::-_~----- Tota1 ->S4-,7.L.S"""""'Z.........L1..J7 _ 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 (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __-"'A.....u~g;Ju6JS"-t""--1.r-.w3-+,---""'1.....9u7....1 _ Title MADEI,INE FINNEY,APPRAISiR I DATE OF DEATH:July 24,1970 Note:This is not a bill. • RCC-"'(5--68l COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of I.EWTS (Last Name) NEI,l/IE (First Name) S.a Ik/a.."(Imtial) DATE OF DEATH 7-24-70 FILE NO.63-70-944 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:_--,A=u"",g~u"",s!!!<...t",----,1....,3",+-,......1,",,-,9oL7......1oL.-_~d4/./.l if,,~INHERITANCE TAX APPRAIS I REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvania,do respect- fully report that I have allowed deductions in the amount~claimed by deponent,ex as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",w ·c greater lesser amount represents the sum allowed as a deduction. Dated:AUG 16 1971 RUSSELL MARINO """---._.-.. 3 395 37339537 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $'.::~r-',t $$--------f--- 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 FOR USE OF REGISTER ONLY Tax on $---------1--2%Tax on $---+__6% Tax on $---------1--5% Tax on $10% Tax on $l ~a~~7 ~ExemPtions========I==~Total Estate -l-__ TOTAL TAX COMPUTATION OF TAX $-------,:-----f-- $-------4--- $--------::-----f-- $------=---4---$.....~;~O(;~~..uL- $--------'--- (*);'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 :::::::::::::t==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $--J AMOUNT OF ESTATE TAX ASSESSED $--~-----lL- Estate tax paid $--Il- BALANCE DUE $---JI_ Add interest at rate of 6%from t= ------Ito-----$-----~, TOTAL TAX BALANCE $-----~ PAID $-.J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will (...No.AdmInistration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF NELLIE S.LEWIS Deceased Late of.WASHINGTON 1 County of ..WASHNGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL " .I "'I "j -~ .. . I -; /' • • ,_I ". Fonn RCC-2 .... DEPARTMENT OF REVENUE BUR,J;AU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Ap..gy.s..t.1.3...,1.9..7.l.. COUNTY WASHINGTON . FILE NO §..~.::::..?.Q.::::..~~.~_. Whereas,NELLIE.LEWIS a./.k/a late of WAS.HI.NGT.O.N.. in the County of WAS.HINGT'ON Commonwealth of Pennsylvania,having died on the 4.4th day of July 19.7.0 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,,MADELlNE F.I.NNE.y ,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 Ufe 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 AppraisementDescriptionofAssatValuesMadeforInheritance Tax Purpoles $ PERSONAL: SAV;nu.!::A _U1~C!'h;"'0'f-"",,..-I'-I'~_....M~"nn NAf-;n",~l R::ank 'l hRO '7'7 ~7 ~n~'KI ;-,0'COMPANY WASH.ll'1UT,".'oI CUUN'I'Y Hmr~TNn Al 'HUt<TTY RF.NT 15 40KI1.'"Nil CHECK OF .JOHN ~OT.m.mN'TN Ol?.~AT n Ol?11;:-;'.,1 t<11;......11. REAL ESTATE.2.056 00 total 5,752 17 -I .. -,, I "....,...,-,, 1..~. !":"-l I -... -...-- .. "" - fonn~V~':fhbl::::%:.w~~~r1.r~~·~:;:re~~~~e7~~~;;~1~iL ppralaer ..................................................................................................................................................................W (Number and Stroet) .-........................................~...........................,Penna. --- .,j ......WASHINGTON ..H ...H..........County I: "Ji ......,-0 " RESIDENT INHERITANCE TAX APPRAISEMENT Estate of NELLIE S.LEWIS Deceased. Late of o ~~-...WASHINGTON . 7-24-70DateofDeath, Appraisemeilt Docket Vol.,3.8.. y Page,106",..1 No...6.3.~70.~.9.4.4 .. Filed in Register's OfJice,Aug 1.3J9.7.1 Amount of tax due,$. ,.~ " DEPARTMENT OF REVENUE ...l ..., Received, Examined and Approved,... Wrote abo.ut Appra.isement," Appeal f,.om Appraisement,. .. Entered and charged,.i·,/, + ,..mR+O~. 'j;,_OFFICE:OF n~;: REGiSTER Cf'WiLLS WASHINGTONOF_~_._COU"'TY !':;TATEMENT OF DE8-~~S AND DEDUCTIONS DEDUCTIONS ALLOWED IN J THE SUM OF •.....•...••~. DATE APPROVED •••..•.• AND AGENT 01"THl!COI.\I<:ONWC1\Ll H (P 3 -7 0 -91''1' I R.ghle,of Wills,A~e.1..._.__L ._..---I ,,_ Nellie t.Lewi3 a/k/a ESTATE OF N-eH.-:t-e-Jl~-..--bet-r4-s-V.TE OF City of vJashington DATE 9/24 70 61 /71DATEOFFILiNG}.PPP.A1SEME:lT _..' NO.~;r HAM!:OF PAYEEVOUC~~~r--------- I Russell Marino~Registe~ -.----t---t----r--.-.----.. -lOll 70 lOll 70 DATIi OF DEI-TH July 24,19r(o----- REMARK1;AMOUNT I, -::'-0 19 70 _F',..;;...--"-J....;;.'--B_u_'_c.;...;...k_'_l_e-"-y_I~n,_'_s.:...u_"'_r_'_a_'_n_'c-'e;.....___+iA-(d-m_i_[;,,_i s t rat0 r 's bond 35 00 6/1141}:_:T·;__-+-_(::.__u.;.;i..:..;n.;.;n_R..:;.__B..:.a:....n_k_s ---'-~~-'d_m_i_n_~..__s_t_r__a_t_o.....:r_'_s_c_o_m_m_.i_s_·s_i_o_n_+-2~9_0-;-0_0__ 6/11 i 7'j',NcCreiocrht.Marriner &290 00~"fl..ttopnevs fee---+---+---~I'.,...,··lc"''V....:r=e ight - 6/11 71 Russell Narino,Reg.f1'ilinf'~Inventory 3 00 6/11 71 Hussell Marino,Reg.Filing Account 16 00 .. 6/11 71 Barbara Craig Notary 4 00 9/29 70 Gladys Bush Nursing services 200 00 9/29 70'Q.R.Banks Funeral Home Funeral Expenses 1,332 00 9/29 70 Rev.H.S.Hopson Funeral services 20 00 12/0 70 Simon Hhit~&Sons 1arker --~.5.8JL... TOTAL ---------$2,356 80 --r--- ---t----t-,...---t-----------------1-----------------t------i---- COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON QUINN R.BANKS-----.;:.-.:~-...:.....::-..-----~~H£REBY CERTIFY.THAT.TO THE BEaT OF MY KNOWLt:DG"AND BELIEF,THE FOREGOING IS 'NJ~1tND ~UE srATe:MF.NT lk;PcEBTS,FUNERAI_EXPENSES AND EXPENSD 01"ACM"~ISTRA"ION SUBM!TTED TO THE ESTATE OF N~111~w:t€0)t~a a ~...SED,AS DEDUCTION»FORIN:--tE~ITANCE TAX PURPO&E8.'l\i !~__~~/" ~~..._..~Vr-'\(-(L.6.1 SWORN AND SUBSCRIBED'IlEFORE M!!THIS /¥DAY Of".Admini s t rator C.•A•J~_=l'lIB-~~lJ1.AJ-R- BARBARA CRAIG NOT~R'I'P~IC WASHINGTON,WASHINGTON COUNTY MY COMMISSION tXf'IRb ~UNE.25.1974 •Member,Pennsylvania Associationof Notaries I. .. Form RC C·lO .1 DEDUCTIONS ALLOWED IN -'.,., f OFFICE OF THE STATEMENT OF DEBTS THE SUM OF .....•......$....... REGISTER OF WILLS WASHINGTON AND DEDUCTIONS DATE APPROVEDOFCOUNTY ..,.................. AND AGENT OF THE COMMONWEALTH (P.3 -70 -9Y;/ Register of Will••Agent Nellie 8.Lewis a/k/a City of WashingtonESTATEOFHelliew.Le'liis L.ATE OF DATE OF FILING APPRAISEMENT 6//71 DATil OF DEATH July 24,1970 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"" 9/24 .Jetters of administration70Russell.Marino,Register :lnd short certificate 13 00 1011 70 Observer-Reporter ~dvertising estate 14 00 10/1 70 Washington County Reponts ~dvertising letters 14 00 10/9 70 F.J.Buckley Insurance IAdministrator's bond 35 00 6/11/p_l~''::Quinn R.Banks I\dministrator's commission 290 00 6/11 1]McCreight,Marriner "&A.ttornevs fee 290 00 lVlC vrelgn (. 6/11 71 Russell Marilino,Reg.Piling Inventory 3 00 6/11 71 Russell Marino,Reg.filing Account 16 00 6/11 71 Barbara Craig Notary 4 00 9/29 70 Gladys Bush Nursing services 200 00 9/29 70 Q.R.Banks Funeral Home iPuneral Expenses 1,332 00 9/29 70 Rev.W.S.Hopson funeral services 20 00 12/q 70 Simon White &Sons lJI.arker ___~?i:;Rn TOTAL ---------$2,356 80 - COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON QUINN R.BANKS------''------------HEREBY CERTIFY.THAT.TO THE BEGT OF MY KNOWL.e:OGE AND BEL.IEF.THe:FOREGOING IS -\.Ju,sl "NO J:ltu E STATf:MENT 9-F.PESTS.FUNERAL EXPENSES AND EXPENSES OFNe~le 0.LeWls a/Kia RCC-3 (1"-67) COMJAONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR C!.':ARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFEoR INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, P.L.373,as amended) .~~ J Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: Wash:Lngton County1.Estate of Nellie S.Lewis a/k/a NellieW.of Lewis 2.County File #63-70-944 3.Bureau File #__S_a~m~e_~~_4.Date of Death 7/24/70 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $Entlre Residue (Note:Where the property is other than a specified amount of cash;the exemption caril'iiSt be approved until tho value of the property has been established by appraisal by the Commonwealth,except in those Coset;where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentag~amount above). 6.Check the manner in which the transfer was effected and submit (J copy of the document authorizing the transfer,unless s "..;h material has been previously filed. WILL &;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)~~~~_~_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME United Negro College Fund Inc. ADDRESS 55 East 52nd Street,New York,N~w..York 10022 8.I certify that the information contained herein is,to the best of my knowledge and belief,true and correct. Da~September 10,1971OfficialTitleAttorneyforEst Signature of Applicant----:~~~/-J.~~~~z.&~?~~~~f!!!!!!.~~~~~L.L----------- Address of Appl icant\-_J-'1~~~~~~~£IJ~~__J~J....J!il~S-.--------------- This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non.resident decedent's estate.If the decedent was a nan.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Po. Do not write below this line·For Official Use Only For the Secretary of Revenue Referred ta Bureau Headquarters Approved 0 For Secretary of Revenue Denied*0 (Signature of Register of Wills) Washington (Initials of Register of Wills)(Authorized Signature) (County) September 13th.1971 (County)(Title) (Date of Approval)(Date of Referral)(Date of Action) *See reverse side for reasons ,->1;.r'- "\ .'..,:..~ This"sectio'n will be compl eted by Bureau Headquarters only when the application for exemption has been denied. Date:_ The application for exemption contained on the face of this form has been denied because ---,-_ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. .. RCC-3 ({-67l COMjAONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, P.L.373,as omended) Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance 1cuc On the transfer of the property described below: 1.Estate of Nellie S.LeNis a/k/a Nellie W•._of WaShington County Lewis 2.County File #63-10-944 3.Bureau File #f;5S:;~jne-4.Date of Death 7/24/70 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $EDt;!re Residue (Note:Where the property is other than a specified amount of cash,the exemption cannot be approyod until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion (If the entire estate or the entire residue.In those cases enter such fractional or percentag.e amount above). 6.Check the manner in which the transfer was effected and submit aeopy of the document authori%lng the transfer,unless such material has been previously filed. WILL q;DEED 0;TRUST INDENTURE 0;SURviVORSHIP 0;OTHER 0; (If other,explain)---,,--=~~_~~_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME United Negro College Fund Ina. ADDRESS 55 East 52nd Street,New York,New!ork 10022 8.I certify that the information contained herein is,to the best of my knowledge and belief,true and correct. Signature of Appl icant-~);st4~~~~~~~1.~r....~~;:2:J,~&~~~il..------------ Address of Applic Official Title Attorney for Estate Date September J 0,,971 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non-resident decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wi lis,deliver all three copies to the Director,Bureau of County Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Pa. Do not write below this line·For Official Use Only Approved:For the Secretary of Revenue ~ (Signature of Register of Wills) washington (County) September 13th.1971 Referred to Bureau Headquarters (lnitiols of Register of Wills) (County) (Dote of Referral) Approved 0 For Secretary of Revenue Denied*0 (Authorized Si gnature) (Title) (Date of Action) *See reverse side for reasons , This section will be compl eted by Bureau Headquarters only when the application for exemption has been denied. Date:_ The application for exemption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. r r / 38-106-1DocketLewis,Nellie S. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. )Date .f death 7----Z-1.f-7~ \No,__944 of 1 ~70 Tenn,19__,A.A. D=~~) In the matter of :the Audit of Account filed in the Estate of TO THE AUDITING JUDGE: Enter my 'appearance for the Commonweal'th of PennsylViama,claiming tI'ansfer inheritance tax in the above estate,as follows: DR. To apPI'aised Vialue of Estate:ReaLty__________.............$_ P",,,,,,alty__--~z-----------..--------..$ Additi,""t MOO"pO'AOC~UOI,S~bj"'"t.Tax .--~.-l;1 ...:.....-$,------------_ Add""",,r MOO"....Aud,',Sub"",to 'l1ax.....•'.-~·i·fL .............--..$-------------_ GROSS VALUE $_ CR. Debts and Expenses per Account;see Note TOTAL DEDUCTIONS,$ ):_--- >$------- Additional Debts and Expenses per Audit \$ ~-~---- \ $--------._------------ $--- .00 T NOTE:The following credits claimed in the Account are held not deductible 'cI!S against the tax: CALCULATION Gross V<lI!ue __ 3)6 8 0 .7 7 15.4 a ZI056.GO 5)752175 Z356.80- 3)3 9537 T --------1 ) Less Deductions -------------------l' Clear VaJue _'_-I '!1ax.! able at 2% --------------,------ $----, /, Tax·),~~,,-- able ( at )'_15% V if'lLiL (f Jf yPAt $---" Tot,t Tax_......_....._...._._....::-f-·.."$~.-. Less amount previously pa:id m m m mu__m___~~-----/ Bolaore ............._.•.••....•..•.._•••__.....~()$_ Interest__yrs.__mos-__days@ __%--u----u---$__+-, _ $------- $------- $------ $-------- $------- TAX PAID ON ACCOUNT ---------------------- TOTAL TAX AND INTEREST DUE u u u uu u $_+-_ z0 0 r0s:"s::II0:I-Z lTI~0 lTI "tzj:I-lTI ~r...."T1 ~t :I "T1 0 0 0 :II "T1 :II :I- 0"""%j 0-,3lTI"~'"Z lTIZ:l-ff>:II<:I-....r z <C~0 I lTIZ W); ll>>I\>~la.~ Aftlrtuutt ®f P<;Tson~11:;b2for~me,thi)undcrsiZ:'1'2C!autb0ritY,:l !'~~t?~.?E:x.,..R~.~.~l.:~in and for said O)unty·and State,appeared n\.J.inn..E ,..E.an.ks _who,being duly sworil ;:.lccordirJ.!::;to law,clepos(is and srys th:it~'.he is the executor or administratol"of'the es- ix'l,.te 'Of N.~~J.J..~...§.:•...J~~:.y:J...~....?-.D.\/.~::.,...Ng\te~£tsed,that the fOl'cgoinK schedules constitute aW,.Lewis ..Nellie S.Lewis 2../k/e..complete mventory and apPl'alse:nent (..f the real and persond estate ?f .Nel.l··~·e··.}lf.;·..f;e.wi.s.:..,d~en.sE;d,e.'i:cept real estate o'1tslde the Commonwealth of Pennsylvama;tnifl'fie fIgureS OPPosIte ~a('h item of real and personal €state in the foregoing schedulc:sare determined and stated by the ul1dersigned to be the fair value of said items as of the date of the decedent·s death,based upon a jUSt3..ppraiSemel.lt of each item made by th~ovenrr'llne'xecutor {2;d1;'.t,ryta.s·/7 S1J0Y1t lmd subscribed befor::'me this I.Lf:}--/ .~ illy ct ;;,~.~~19~1·· .~K~~Ad~·;i~i'~·t~:~t~~C..~·T..~·A'~ ····llA·.R'IG.NO ·M y PUB .... WASHINGTON,WASHINGTON COUNTY AD·TIONAL INSTRUCTIONS MY COMMISSION EXPIRES :UNE 25,1974lMe~i~)iYM1i~olJAAUntoilAAltiTia~d within three months after appointment of personal representative. 2."-'supplemental inventory must bf;filed within thirty days of discov€l''J7 of additional assets.s..1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,.000,induding Copy of Will;1 Original and 3 Copies and 2 RCRI-.33,Over $50,000,in- cluding Copy of Will and copy of FedeTal E~'ita.te Tax Retum. ,EEFERENCE FOR ADDITIONAL COpy Ac~of 1947 P.L 513 Sec.5.2,72 P.S.484·i.2 --_.-=========-=== ifnurntnry Utlll "?"'ppratllPtnrnt .of the goods and chattels,.rights and credits 1vhich ~<:oj .~:.~i~~i~..~"..~.~.~·:f:·?..·~(~(~..··~·~·*JJfJate of g~.~.:f.?t..Y!.?-.;~.!:.~.~.~.~.?n .. WllSb'ington County,Pa.,takC1J arid made in conformity with the abO'lle affidavit. DOLLARS CENTS ~====--========.:-=-=-==,=============n=====r:========1 PERSONAIJTY : Savings Account v]ashington office -Mellon National Bank and Trust Company Washing"t-em County Housing Authority -Rent refund Check of John Solomon,Esquire,in settlement of sale of real estate TOTAL INVENTORY AND APPRAISEMENT "-. 3,680 77 15 40 2,056 00 $5,752 17 -- AfttOuuit (~f iExrrutnr Q~r ~2\ltn1httntratnr §tutl'of V!c'lUt5111nattitt } Q'tOlutty of Ithtl1lIittDtnn !l1i: ,Personall~r before me,the undersIgn'~d authority,a }J.<?~.?-E;Y·~~.~.~:t.<?:.in and for said County and'State,appeared .QlJ-inn..RA B.anks who,being duly sworn according to law,deposes and says that .he'.is the executor or administrator of the es- tate of .N.~).JJ~...§..'!..•JJ.~:.~;t.?...~.I..t!.9:...Nf;~\teH~ased,that the foregoin¥schedules constitute aW.o Lewis ..l~ellie So Lewis a/k/a complete Inventory and appraIsement of the real and personal estate of ·fJe:J:.'li-e-,·~r·····he-vfi·s"'·' deceased.except real estate outside the Commonwealth of Pennsylvania;fliat-the figures opposite each item of real and personal estate in theforegoing schedules are determined and stated by the unde,'signed to be the fair value of said items as of the date of the decedent's death,based upon a just fippraisement 'Of each item made by the above n'Executor A.dministr~. ..l//~'~.fJS1;JOm and Sltbscnbed be/01e ,me th!s /..-:r.:}•~£V.~" day of /1~.~:19f'};~"""".~x&ec~~~Ad~·i~t:t~:~t~~·..·d 0 'T'~'A'~' .....~RA~~.. WASHINGTON,WASHINGTON COUNTY MY COMMISSION f.XPIRb .UNl 23.1974 ADDITIONAL INSTRUCTIONS 1fy1em~hP4~'@6~~M;o~t'fitM 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 FO)::ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 3Jnurntofy an!)i\ppraiSrtni1tt .of the goods and chattels,rights and credits which were of .WN.~.~L~.i.·~.•·~··~..··~·~·~·~·~..·~·(~(?-··..!'!·~·~JJ·fJate of'~.~.~T ?f.:1.~.~.!:.~.~.&.~.?..1!.•eWlS WI1shillgtOll County,Pa.,taken and made in conformity with the ab01lI!affidavit. ! i Ii I II I i i I I I DOLLARS PERSONALTY: CENTS Savings Account -Washington office -Mellon National Bank and Trust Company Washington County Housing Authority -Rent refund Check of John Solomon,Esquire,in settlement of sale of real estate 3,680 77 15 40 2,056 00 TOTAL INVENTORY AND APPRAISEMENT ----------------.--------$5,752 17 "