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OC1970-0963 - ESTATE OF LYLE
Testate Form J No ~3..::1.9.:9.~3..~. Fiduciary ~~.~!:.~!::~~.~~.~.~~.~. Executor. :....PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY .Ii ~ J E~;jte of ?!:-J~Il.)1.!...J;l.Y.!:-.~.,~1.f?Q ..Jir?-.9,~r?-..,~.f.?. l-i.:llen I1cCalmont Lyle.......,.,.---..-_---_- -..-. Deceased Will Book 110,page 53q. Date of Date of "Decedent's death ~.~.p.~.E?~:'?~~~.L}.9.1.9.~Grant of Letters ?~J?~~.~~.~£..}2L.}.9J9.~. This is the :f.J.:r.§.t.~.ng f.tJm.l ~account filed in,this ~state If there have beenfo~mer accounts iiied in'this estate,list file number or number and term n9.n~...:f.JJ~.9:.·. ,...............---___--_-_----_- ---_---_..--__-_-_. ~No.If answer yes,name them '. Did decedent marry after execution of will?(indicate)XJoc No.Any children born after execution of will?(indicate) . Na me of survi vi ng spouse D..Q.n.e.;.b.1J..~.R~nd.,Q.l.tf.f.Q.:r.d O.~~..Ly.l..~.,p..:r.~.g~.Q.e.g.~.~g t D.t §d.e.c.~.g~D.t . List issue,where material: Date Election Place of; Fi led ::.7'..................Record -:.::. Election to take none filed Under or Against will.(cross out one) ..-••-----oo ____Oo.oo _'_oo ___",_._____..__Oo _".. , I,I~ Lucille Miller niece Her children,Sharon,Patty,gr.nieces Donna,and Jame Lou sister ) bro-in-law) brother Fiduciary,if deceased or not sui juris Per para.4 of will, Cheryl's legacy pay- able to parents. per will,legacies of Donna and ,Jamie Lou payable to mother, Lucille Miller per will payable to ~ father,Lee A.Robinsonl 'Interest legacy legacies legacy legacy realty devise sp.legacy,pec. legacy,1!3 res. legacy legacy &1/3 res. legaoy &1/3 res. legacy ea.;;>300 legacy Relationship none nephew niece none gr.nephews) or niece ) ) gr.nephew gr.niece Elizabeth M.Lyle Donald Lyle Allison P.McCalmont Hicko~y U.P.Church Lee A.robinson Bette Green Gerry Green,husband of Bett~ Their children,Gerry Lee,) Daniel,Eric,Denis,and} Cheryl ) Terry Robinson Jeanine Robinson Leg,atees List,if exceptions to above:Adeemed: no exce-ptions Revoked:Lapsed:Abated:Give Cause: If partial intestacy,give facts:no partial intestacy Notice to interested parties.,Hove 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:nQ ~~.9.~p..tlQn.$. .File copy of Notice • ••..Notlce malled on August 27,1971;copy o~Qotlce attached,and date of mailing : :. fIt .Is est6te subject to the filing of a Federal Estate Tax Return?:..9:~......................................................................l' -AAct.U~1 payment made on Pennsylvania Transfer Inheritance Tax.Amount $..3.'-J.Q9.!.Q9...P.?.~g..;:~3.,.~.7.3..!.~§..J~redit If t~e Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant......................f no life estate Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts .of such claims;state whether they are admitted to be correct;and whether the claim is denied. -All known creditors have been paid in full. Give reference to such parts of the will os require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None. Balance for distribution per account, Itemize any additional debits not shown by account: Interest,Mellon Nat.Bank &T.Co. Interest,First F.S.&L.Assn. Div.,West Penn Power 7/15/71 Totol additional debits (Add) Itemize any additional credits not shown by account: Pittsburgh Nat.Bank,service charge S.White's Sons,inscription on marker Gladys C.Marshall,notary Total additional credits (Subtract) Balance for distribution $.?g.J.Q§.9 .5..~. 290.03 283.10 5.63 578.76 578.76$27,265.34 .50 19.363.00 $.._~~~.~~..............22.86 $.;;.7.J.?J±2!.~.$.___. III i i !~ !~. 290.00 If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); 5 shs.West Penn Power Co.4~pfd.stock,specific legacy appraised at Balance,cash tI! , ~ f t !"'\. ......r-~ _.,~," , ,/..,t' not claimed If Family Exemption claimed by Petition,give place of Record:_~_ _. not claimed'If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. List any advancement or distribution on account that has been made,and nature and amount of same: None $300.00 $50.00 $2,500.00 $100.00 ~~500.00 1/3 residue $500,,00 1/3 residue $2,000.00 1/3 residue Suggested distribution of balance shown,b th 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: Elizabeth M.Lyle,sister,a onald Lyle,her husband,by the entireties,'award of testa- trix's one-half interest in ouse and lot sit- uate in Village .9f Hickory,Mt.Pleasant Twp., Washington County,Pa.,devised to testatrix by para.8 of will of father,Samuel A.McCalmont, Will Book 62,page 219,subject to conditions set out in said will,appraised at Allison P.McCalmont,br~ther,5 shs.West Penn PowerCo.4~pfd.stock,cert #28086,per para.2 of will, plus ~2,000.00 pecuniary legacy,.plus ,Hickory United Presbyterian.Church,legacy Lee A.Rob~nson,nephew,$2,000~00 legacy,plus Betty Green,niece,and Gerry Green,legacy,together Betty Green,niece, Gprry Lee Green,Daniel Green,Denis Green,Eric Green, children of Bette Green and Gerry Green,her husband, being grand-ne?hews and grand-niece of testatrix, legacies (Cherylls payable to her parents per para.4 of will),each .' Terry Robinson and Jeanine Robinson,grand-neph'ew andPgrand-niece .of testatrix,legacies CJeanine!s payable to her father,Lee A.Robinson per para~4 of will), each . Luc.ille.l1iller,niece,legacy ..Sharon Miller,.tatty Wj'19»POi?,KehU,I!onna Miller, and Jamie Lou Miller,.children of Lucille Mille~, being grand-nieces of testatrix,legacies (Don~a land Jamie Lou's shares payable to their mother,~ucille Miller P~F para.4 of will),each COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof,,I being duly ~1V.Qr.n doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray,etc. to the best of _his ,_knowledge and belief. ......S~gx.n _.to and subscribed before .~a . me this..J~tl1.._..daY~Of.S.~p..t.~ITl.p.~X 19..7.1...~..a.~~. Signature of Officer c.l2:l.~Executor. T'·I f Off'1I.Totar bi ic ....--~.-,.,~.It e 0 Icer J.J••••••••••y . Washington,Washington County,Penn'a.~ Office expires Apx.il 12.f••••191.ei ""'".....................~. ."~ .....'.,..- of. Deceased Estate of ·,.El.1.f}n..M•...1.:y,:1.e.,.. No..9.3::.7.9.":'.9.23.;. ................................................................................ .>, .~~ ..,..':J a-.'.I! ..,."i - "••~_'••~~~)",oJ f,._,/ I. ~:.-.",: . .p(,.'r',f}._. '~.:.;....~"!i ";;: ~-!~:? : '.,,'ji.2jl:i.'.1.L'Uf.3......·"---.;_._.__...._~~_._,~... .1·1'i( ~':'-~~. f ~ i..Fiduciary......•.1.E}.~../l.•....Rg.9.in1?Q.u,.. .,\',Executor •.................................,;.1.. Ii," ":',. " I. " PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL ..~':'J I~-, Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:po rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the .case. 10. ,"'.J 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appoin~ing--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. Copy of Federal Estate TQx return if es-. tate is subje.ct thereto. 'Vd "OJ lin I ::i\llwC"'f.'J.'I ~._..II ...)\',ll Sllllf~.if)'·:U.SI~3U Ol/iii'.':,.il!:-;Si1/j 1£E :id i .,JO I L.. 4-'/"~•~'",, "•.1\t ...,i .,' '\.',1";J'.-...' Ii : Thomas L.Anderson, Attnrpoy NOTICE. In the Court of Common Pleas of Washington County, Pennsylvania,Orphans Court Division.Estate of Ellen M. Lyle,also known as Ellen McCalmont Lyle,Deceased.63-70-963. Please take notice that the first and final account of Lee A.Robinson,executor of the will of the above named testatrix,has been filed to the above number,and the Court will hold a hearing to audit the same,determine the balance due,make a final decree of distribution,and hear any claims, objections,and exceptions,on Tuesday,September lL~,1971, at 10 o'clock a.m.,daylight saving time,in the Orphans Court room,third floor,Court House,Washington,Pennsylvania, when and where you may appear an0 be heard if you so desire. LEE A.ROBINSON,Executor, McDonald,R.D.4,Pa.15057 Thomas L.Anderson,Attorney, 1026 Washington Trust Building, Washington,PennIa.15301 Thomas L.Anderson.Mr.Anderson? was a devise of an undivided interest in real estate to a sister deceased.The Executor is Lee A.Robinson and the attorney is J No.963 of 1970 ( ) ( ) ( ) ( ) ( HEARING ON AUDIT It the Court please,I have in this case the Audit Petition and the other papers.There is no Federal Tax claimed her A substantial amount has been paid on the s tate tax..the estate going to collaterals.There are no known claims.All have been paid.The e and husband and a specific gift of five shares of stock to a brother. INRE: IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN . ORPHANS I COURT DNISION Estate of ELLEN M.LYLE,a/k/a MR.ANDERSON: ELLEN McCALMONT LYLE, THE COURT:Number 963 of 1970,the estate of Ellen M.Lyle, Deceased. BEFORE:The HONORABLE P.VINCENT MARINO,Jugge of the said Court. APPEARANCES:THOMAS L.ANDERSON,Esq.,of Washington,Pa., repres enting the Accountant. TIME:Tuesday,September 14,1971,at 10:00 olclock A.M.,EDST. Otherwise,everything is in cash. _/-_--1r-~--2_ i THE COURT: decedent's estate? THE COURT: Court. ..",....t,._\.,-" Is there anyone else in Court interested in this (NO RESPONSE) The audit of this account is ordered closed by the (AUDIT CLOSED) .,"',~. ......'.~ 'f { I ·-" ~u t4t Qtnurt nf QtnmUUtu J1ras nf lIas4ingtnu Qtnuuty. Jruusyluauia.~rp4nus·Qtnurt Iliuiswu ESTATE OF Ellen M.Lyle a/k/a No.63-70-963 In the matter of the First andFinal Ellen McCalmont Lyle deceased Account of:.........:L=.e::..e::.......:A~.-..:R:.:.,o::..b::.;i::,:·n:..:.;s::..;o~n~_ Executor 8 4 48 Balance per account $26.686., Additional debit asked at audit 578.76 $27,265.3 Additional credit asked at a udit 22.86 Balance $27.242. 20.$0DeductClerk's Costs &Receipts $27,191.9 Attorney Thomas L.Anderson ~.~~,/'i7( (Q.S¥,,~O SCHEDULE OF DISTRIBUTION Russell Marino,Clerk e.c.,costs incertifica- tion of real estate to Recorder, ADJUDICATION AND DECREE And now October ,19~,this matter came on for hearing, audit and distribution at this session and testimo y taken;and thereupon,upon due consideration thereof,te ~\clrl.ce for distribution in 'the hands of the Accountant.is deter~i~ed to be $2,2 •1.0 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 thescheduleofdistributionheretoattachedandmadeaparthereof,unless exceptions hereto be filedsec.reg.or an appeal be taken herefrom sec.leg. Recorder of Deeds of Washington County,costs recording certification of real estate, Russell Marino,Agent,transfer inheritance tax, Elizabeth M.Lyle,sister,and Donald LYle,her husband,as tenants by the entireties,all the interest of the decedent in residuence property as described hereinbelow,said parcel devised tOI the decedent by her father,Samuel A.McCalmont as recorded in Will Book 62 page 219 subject to the provisions of said Will,held in kind and distributed as such at the appraised value,2500.00 $23,890.81 Allison p.McCalmont,bro~her,specific bequest in kind of 5 shares West enn Power Co.4-t%pfd. stock cert.#28086 valued at $290.00 plus accrue dividends of $16.89 through 7/15/71,held in kin and distributed as such,306.89 $23,583.92 Hickory United PreSbyterian Church,legacy, (tax exemption certificate filed),plus interest due on legacy unpaid,50l.8~ $23,082.04 .'\ \ .r _......--.... ,, 0 ~ .....~g' ::s,Z t:Y *0 .~9 a-0 :r ~t c:(l) ~(D ::s 3 0 ... 0 0 ;::tt ..........fJ .-',<'-,,~,. rz; .. ~ ...0 Er -a:- N ...-::: (l) ~g, !J~r ~." r .. r \r r .\ ...'"."~. Allison p.McCalmont,brother,legacy,plus interest due on legacy unpaid, Lee A.Robinson,nephew,legacy,plus interest due on legacy unpaid, Bette Green,niece,and Gerry Green,her hus- band,legacy,as tenants by the entireties, plus interest due on legacy unpaid, Gerry Lee Green,grand nephew,legacy,plus interest due on unpaid, Danier Green,grand nephew,legacy,plus in- terest due on legacy unpaid, 2007.$0 2007.~0 2007.$0 301.13 '~-. $21,074.54 $19,067.04 $17,059.54 $16,758.41 $16,457.28 Denis Green,grand nephew,legacy,plus interestdueonlegacyunpaid,301.13 $16,156.15 I Eric Green,grand nephew,legacy,plus interestI du~on legacy unpaid,301.13 $15,855.02 Bette Green,mother and natural guardian of the estate of Cheryl Green,grand-niece,a minor, legacy,plus interest due on legacy unpaid, Terry Robinson,grand-nephew,legacy,plus interest due on legacy unpaid, 301.13 100.38 $15,453.51 Lee A.Robinson,father and natural guardian of Jenine Robinson,a minor,grand-niece,legacy, plus interest due on legacy unpaid, Lucille Miller,niece,legacy,plus interest due on legacy unpaid, Sharon Miller,grand-niece,legacy,plus in- terest due on legacy unpaid, Patty Miller,now Kehn,grand-niece,legacy, plus interest due on legacy unpaid, 100 0 38 $15,353.13 501.90 $14,851.23 50.19 $14,801.04 $0.19 $14,750.85 Lucille Miller,mother and natural guardian of Donna Miller,grand-niece,a minor,legacy, plus interest due on legacy unpaid, Lucille Miller,mother and natural guardian of Jamie Lou,grand-niece,a minor,legacy,plus interest due on legacy unpaid, Allison p.McCalmont,brother,1/3 residue, Lee A.Robinson,nephew,1/3 residue, Bette Green,niece,1/3 residue, $0.19 $0.19 4883.1+9 4883.J.~9 488 3.!!9 $14,700.66 $14,650.47 No balance ,, ) r .I , ,,. 0 > ~ .....z ['~~n :J I 1 n -+p I •I t:Y (0 ::rcI,ll) i at :J 3 I .... I 0 0 0 I ..........::l: ~. ," t"\ ll) I ~ .. 0 t ~ ,.I ..... """::r := ll) N ~ ~.'", f ~,f t"\ r +ot~ ".r ~ .''" ,, ..!.J .,,. I •• " I r .., r .• ., .' ( r . .' r REAL ESTATE TO BE CERTIFIED TO THE RECORDER BY THE CLERK OF THE ORPHANS'COURT DIVISIO -,- Ellon M.Lylo a/k/a Ellen McCalmont Lylo,devis·to Eli Lylo and Donald Lyle,her husband,dovisees os t nonts b deviso of 011 the right,title and undivided 1/2 interest devisor in and to parcel of real e state describe as,VI ALL that certain lot of ground situat Hickory,Mt.Pleasant Township,Washington bounded and described as follows,to wit: the nertherly sido of Mai n Street,now designate.as 50,corner to lot late of Samuel A.Farrar,then e 22 3/4 'degrees east 165 feet to a point;thenco y degrees east 66 feet to a post;thence lison at ux.,formerly of Hufnagle and District,south 22 3/4 degrees wes~165 feet to a point; along Moin Street north 67i'°west 66 feet to the point, GTON COUNTY beth M. on tiroties, of the illage of vanin, point on Route lot north uth 67t ay R.Al- ip School thenco place of beginning. ington County,Pennsylhvonio,in Deed Book 453,p BEING the same premises conveyed as a uhole by doed of Joseph W.Hervey,single to Samuol A.McCalmont,by deed ated November 17,1914,and recordod in the Recorder'Office f Wash- lsaid Samuel A.McCalmont died in 1941 and in and by p ragraph r of his will,probated and of record in the office of th Register of Wills of Washington County,Pennsylvania,62,pagel 219, devised said premises to his daughters,Ellen Mc almont afa Eliz- abeth McCalmont,subject to the use of the garag his sons,. The said Ellen McCalmont,by reason of marriage own as lIen M. ct to the sa d sister'ssister,Elizabeth,known as Elizabeth M.Lyle, husband,Donald Lyle,a.s tenants by the on tireti use of the garages as aforesaid. Lyle,died,September 1,1970,and in and by par graph 1 f her will, probated and of recQrd in said Register's Offico in Will ook 110, page 536,devised all her interest in said premises to said CERTIFIED TO RECORDER:NO\EMBER 30,1971. . r ,- .J "~. .~ 0 Jf:p -~~ ::s Z n ~!' ,....... 0 :r /)'6 ~Cit c CD u'") 0 a 3 ....-0 c CJ ~" -~ t ...,) (f)~f-.J CL ., ....1 0- N ~. ..'-> ~ c~ , := :r .. CD L ~ 0') -;.~.. <-• ,)-..,...S :':)0;;' u::~J _~ ~ :-- c-::::~~ ...-~~ •t " ...----------------------------------------------- (Real Estate Descrintion,Ellen M.Lyle Esta e.No.63-70-963) An undivided one-half interest in All that certain lot of ground situate in the Village of Hickory,Mt.Pleasant Township,Washington County,Pennsylvania,bounded and described as follm-ls,to wit:Beginning at a point on the northerly side of Main Street,now designated as state Route 50,corner to lot late of Samuel A.Farrar,thence by said lot north 22 3/4 degrees east 165 feet to a point;thence by same south 67t degrees east 66 feet to a post;thence by line of lot of Jay R.Allison et ux., formerly of Hufnagle and Mt.Pleasant Township School District, south 22 3/4 degrees west 165 feet to a point;and thence along lMainStreetnopth674 degrees west 66 feet to the point,the place of beginning. Being the same pmreises conveyed as a whole by deed of Joseph 1,tJ.Hervey,s in~le,to Samuel A.McCalmont, by deed dated November 17,1914,and recorded in the Recorder's Office of Washington County,Pennsylvania,in Deed Book 453, page 402.Said Samuel A.McCalmont died in 1941 and in and by paragraph 8 of his will,probated and of record in the of rice of the Register of Wills of Washinp,ton County,Pennsylvania,in Will Book 62,page 219,devised said premises to his daughters, Ellen McCalmont and Elizabeth McCalmont,subject to the use of the garages by his sons.The said Ellen I1cCalmont,by reason of marria~e known as Ellen M.Lyle,died,September 1,1970,and in and by paragraph 1 of her will,probated and of record in said Register's Office in Will Book 110,page 536,devised all her interest in said premises to her said sister,Elizabeth, knm..rn as Elizabeth M.Lyle,and ~he said sister's husband, Donald Lyle,as tenants by the entireties,subject to the use of the garages as aforesqid. I , f / "'!""'!'''''''''=.",........,,,...,.,,,=.__..::::::...<:::.....__._.-::::-.~..;::-':"=-_....,.•.-~.-.-"..----.-........_IIIIIlII-------·""!'·'!'!'··...·!'!'!··!lII!·III!··...·I!!J!_~·."",!!!!!-!!lI!.="=-:!!'~.-!::!'::t:-~""!!!I!i--_"'_"'-"" '... .1111 1hr'1 (Cvur1 Df (llUltutu...J .-.' .' " "In the matter of tee AUGit of Account in Estate of_'__E_,,_l_l_e_n_M_•..;...._L......:y:....l_e_·_'--/ ......... __6.=-3-,70-963.No. ~.'0 ..,~0.·..TO THE AliDHIXG JUDGE: -:..-'.- ..-.0 _0 ....-..i ...."~...".... ','Enter m~y a'ppearance for__L_e_·_e_:_A_._:_R_o_b_l_'n_·_s_o_n..;:,~·-_a_c_c_o-:u..:..ltl_·t_a_n_t--:..·,_._.a_n_d.,.--_---:__ .•..,~,legatee • .14th'day or__...::S~e::J:p~·t~e;:.:;.m~b~e~r:.__~19-1L ....N.B.-':Cou~5el shall,by sep:>.rate p:lper,present a concise stateL:1.ent of E:lcb claim,with sup;Jortin;c:l!cul:::t:on o{any i:ltere.:H cl::.i:r.e.!..Objectio;lS to 8:l account :1S tiled.sh:tll be cO:lcisely st:::ted in :l se;J::!.r:lte p:lper. Council su;;~sti::;p:-oper dist:-ibutioo.sh.:l.11 !iI~a separ;lt~concise stJ.te· InEnt in teJ.t rc;:nd. .. '. .. ~-<..,.--'~ L.. r.-, r.-, D.... r-- =-L.,.)e;::, r--... .--...<.f)<t'-'-.J Cl.-:z:-.J • C::3 3 "~~02;.''':r:---J_~I~.;... I!(=:G v')(J',- rJ)-.:.=,:..::>'';>'/) 0::.:LJJ <1:e:::~ j ~! No.63-70-963. Estate of Ellen M.Lyle, Deceased PRAECIPE FOR APPEARANCE. Thomas L.,Anderson ~----.-_.-_..---~_._------------------.. C!!nmmnulUtalt4 nf 'tuuliyluauta.~lili:lIIali4tugtnu C!!nuuty. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid J on the 30th.day of September A.D.19 70 ,before me, Russell Marino ,Register for the Probate of Wills and Granting in the County aforesaid,deceased, Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of Ellen M.Lyle a/k/a Ellen McCalmont Lyle late of Mt.Pleasant Twp. (a true copy whereof is to these presents annexed),was duly admitted to probate;and Lee &.Robinson the Executor in said Will and Testament named,having appeared before me and taken and subscribed the oath of office pr,escribed by law; NOW,THEREFORE,I,RUssell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Lee A.Robinson 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 render 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 day of Septemb er 30th. in ,the year of our Lord one thousand nine hundred and Seventy ~...~_....._. Register -.,~--- ::n~~+-t:::'G)~~.-4aII.!S~0 ~ I '-...+-t 1&1 as +) N u:t l-s::t~«a I-G)0en.-4 a1&1 ~.-4u:t ...:l en ~0 ~•():::~:liE: ~d d~G)G) .-4 .-4.-4 .-4t:il f,:J;l \ J f/t,' w I L L I,ELLEN M.l.YLE,widow,domiciled at Mt.Pleasant Town- ship,Washington County,Pennsylvania,being of sound and dispos- ing mind,memory and understanding,hereby make,publish and declare this my last will and testament (hereby revoking any testamentary writing or writings by me heretofore made),in manner and form following,to wit: 1.I give and devise to my sister,Elizabeth M.Lyle,and her husband,Donald Lyle,as tenants by the entireties,all my interest in our residence property situate in the Village of Hickory, Mt.Pleasant Township,Washington County,Pennsylvania,devised to me in Paragraph 8 of the will of my father,'Samuel A.McCalmont, probated and of record in the office of the Register of Wills of Washington County,Pennsylvania,in Will Book 62,page 219,subject to the provisions of said will. 2.I give and bequeath to my brother,Allison P.McCalmont, all my stock of the West Penn Power Company,whether remaining in that name or in the name of Allegheny Power System,Inc.,or other- wise. 3.I give and bequeath the following named sums of money out of the residue of my estate to the following named church and persons,to wit:Hickory United Presbyterian Church (or its suc- cessor by change of name,merger,or otherwise),$500.00;my brother,Allison P.McCalmont,$2,000.00;my nephew,Lee A.Robinson, $2,000.00;my niece,Bette Green and Gerry Green,her husband,and the survivor of them,$2,000.00;their children,Gerry Lee Green, Daniel Green,Denis Green,Eric Green and Cheryl Green,each $300.00;Terry Robinson $100.00;Jeanine Robinson $100.00;Lucille Miller $500.00;and her daughters,Sharon Miller,Patty Miller, Donna Miller,and Jamie Lou Miller,each $50.00.If my estate is I .,. f I III 1 I i, I tI f I f 1 I I .-'~......;,,,,_..........~",...i ..... ·r~ I " insufficient to pay Said legacies in full,they shall abate pro- portionately. 4.If any legatee shall not be of full age,then I author- i.ze and direct my executor hereinafter named,ani any Court,to pay or award his or her legacy to the parent or paj~ents of such person, to hold the same without bond or accounting. 5.All the residue of my estate,of whatsoever kind and wheresoever situate,I give,devise and bequeath to the said Allison P.McCalmont,Lee A.Robinson and Bette Green. 6.I constitute and appoint my nephew,Lee A.Robinson, to be executor of this my will. t"."-""'1 ~ this IN WITNESS WHEREOF,I have hereunto set my hand and seal ''7-(/l...L..<~1 day of June,1965. (SEAL) Signed,sealed,published and declared by the above named testatrix as and for her last will and testament in the presence of us and each of us,who,at her request,and in her presence, and in the presence of each other,have hereunto subscribed our names as witnesses thereto. ~.3-7~-9~ Affi~auil (@f 1fxrrulnr (@r i\~mittilitrutnr @ltutr nf Jrnnuyluuniu.t lUi: muunty uf lIIau~ingtun \ Personally before me,the undersigned authority,a ~.~~.~:.!..?.~~~.~~.in and for said County and State,appeared ~.~.~~.~~.~~.~~~.~?:who,being duly sworn according to law,deposes and says that he is the executor ouml~of the estate of ...................................J;1J~.D.-}X.!!1.y.J~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ~.±f..§;.~..}~.~~Y.~.~, 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.~. da o~::~~;;~t;:~.~.~~~.~.~.~~.~~;;.~.~this ?9..~.h:...~~(?a..~..~."Z ... .Q20gd~£c N9..:t.~r Public Executor-~~ Washingto ,Washington County Penna. My Com.expires Apr .12,197~DD1TIONALINSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return.. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lhtntutnry UUll 1\ppruiatmtut of the goods and chattels,rights and credits which were of ~J1.~n N.~!!y.1.~Jate of !.1.~.~g~.~.~.~.~P.:~~.~~~.~.~~p.. Washington County,Pa.,taken and made in conformity with the above affidavit. J DOLLARS CENTS Savings account 12-2566 Mellon National Bank and Trust Co.,Washington,Pa. Interest on same 5/1/70-9/1/70 12,371 63 185 58 Savings account s5538 First Federal Savings and Loan Association,Washington,Pa.10,841 90 Interest on same 7/1/70-9/1/70 Savings account,Pittsburgh National Bank,McDonald, Pa. Interest on same,7/1/70-9/1/70 5 shs.,West Penn Power Co.,4~pfd.@ 58 REAL ESTATE. 90 35 7,700 95 57 59 290 00 Undivided one-half interest in house and lot situate in Village of Hickory,Mt.Pleasant Township, Washington County,Pa.,devised to decedent by para.t3 of will of father,Samuel A.McCalmont, Will Book 62,page 219,subject to conditions set out in will,the one-half interest 2,500 00 Total 34,038 00 8p- O 11 ~ ~ ~ to "I~~ ''Vd "0 t STlIti'~:Jf:;O ~SNIH SvJ;'t. ......" oNItt ':'~,'_;;_1 SID:;lj il;tj ~~~<'l> .t',Il~,"'"'n H-';:l \0 p.,"- '")1:I 11-'~.....\~c CD "'-I ia>~ ~'"8ll II iP ~~""'t 0 II r1 f' i~~;:l I:::l.~ l:3 71 •DC Hd'd IL ~.CIJ ~ l:;:j it"1 ~::t:.10- ~~ Sf '. ::t:.~ _I ,•I ~~'-C) J _.1 •J ,I-'~ :.:..' ICD c;;. ~~ 0 <'l>"'- ~~ I <'l>~\ "f'-Yo I-' ;:l r .... i ! '- '.- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PE~TSYLVANIA, Estate of ELLEN M.LYLE, Deceased ) ) ) ) ) No.63-70-963. FIRST AND FINAL ACCOUNT, Of Lee A.Robinson,Executor of the Will of Ellen M.Lyle, Late of Mt.Pleasant Township,Washington County,Pennsylvania,Deceased: DEBITS. The accountant charges himself as follows,to wit: To amount of inventory and appraisement filed $34,038.00 To interest,Mellon Bank savings account, 9/1/70-511/71 377.37 To interest,First Federal Savings and Loan Association,Washington,9/1/70-3/30/71 321.32 To interest,Pittsbur,h National Bank,McDonald, savings account,9 1/70-12/31/70 14.43 To dividends,West Penn POvler Co.,through Jan.70 11.26 To lump sum settlement,Social Security Admin.255.00 Total debits CREDITS. The accountant claims credits as follows,to wit: 1970 Sep 27 Russell Marino,Register,letters,one short certificate 18.00 Sep 30 Russell Marino,Register,short cert.1.00 Oct 1 Washington County Reports,advertising letters 14.00 Oct 13 Russell 11arino,Register,4 she certs.4.00 Oct 23 Record-Outlook,advertising letters 8.50 -1- 1970 Oct 30 Washington County Reports,copies,will Nov 1 Speakman Funeral Home,funeral expenses Nov 1 Dr.J.K.McCarrell,medical expenses Nov 18 Russell Marino,Agent,account transfer tax Dec 18 Pittsburgh National Bank,box rental 1971 3.60 1,3.50.00 78.20 3,300.00 5.00 Apr 20 Pittsburgh National Bank,drilling box to obtain will 25.00 Apr 29 Russell l~rino,Register,filing inventory 5.50 Apr 29 Lee A.Robinson,executor's compensation 1,750.00 Apr 29 Thomas L.Anderson,attorney for executor 1,750.00 Apr 29 Gladys C.Marshall,notary fees 2.00 Apr 30 Russell Marino,Register,filing this accou~16.00 Total credits Balance for distribution -2- $8,330.80 $26,686.58 otary Public. ._~-~--~-----.. };XECUTOR'S NOTICE I Estate of Ellen M.Lyle,ajk/a Ellen' :l\IcCalmont Lyle,deceased,late of 1\H.I Pleasant Township,Washington County.' Penna. Letters Testamentary upon the above estate having been granted to the un- dersigned,notice is hereby given to those indebted thereto to make immedl-I ,ate payment,.and to those having clailllf:l I'to present then1 for settlement. LEE A.ROBINSON,Executor. Thomas L.A.nl1erson,Attorney. lO~{)Washington Trust BUilding,~ 'Washington,Pa.15301 19-3t'_.~J Affidavit o~PlUIblicatiolm Before me,a Notary Public,personally appeared Andrew T.Eiler who being duly sworn,deposes and says that he is the authorized 'agent of THE RECORD-OUTLOOK,a weekly newspaper of general circulation,published at Mc- Donald,County of Washington,Pennsylva- nia,and that the notice attached hereto was published in the regular issue of said paper of October 8,1970 October 15,1970 October 22 ,1970 and further that the affiant is not inter- ested in the subject matter of the said 'ad- vertisement;and that all of the allegations of this statement as to time,place,and character of publication are true. Sworn and subscribed to before me this-Rdayof October 192iL M C ..(.y ommlSSlon eXplre,i:J'_ JOHN N.T.WALKER,JR.,NOTARY PUBLIC McDONALD BORO,WASHINGTON COUNTY MY COMMISSION EXPIRES FEB.2.1973 Member,PennsylvaniaAssociatlonofNotarial' Washington County Reports Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) Estate NotIces The Register of Wills has granted letters, testamentary or of administration,in the folloring estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing cl.,ims or demands to present ~hem for seltlement 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 (SS. Personally appeared before me,a Notary Public in and for ~aid 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 CGL'NTY 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: -----------_._--_. :LYLE,ELLEN M..a/k/a ELLEN Mc- :CALMONT LYLE,Dec'd.'I Lat~of Mt.Pleasant Township,Wash- ington County,Penna. Executor:Lee A.Robinson Attorney:Thomas L.Anderson,1026 Washington Trust Bldg.,Washington,Penna.15301'-~-~-----..------~-~--~-~ ...._O.c.t.Q.b.e.r 8..,.l.5..,2.2..,.l.91Q . ..- -..Sworn to and subscribed before me this 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 We.,//''j;~II 7"/I 4 "1-!'l/;j ~ •j ~,y..'-,..........······..···•..=..,···:··::·..· ·..:·Edit~~_ -~...;. ...~~~9 day of...~~.!??.~E ,19l??: ~,y,v;A~ ,;I "t"T <...,sr,:;~"'·/'·~ -..'·t"n "Jasllington Co.r-,no ..J I 'I.t ,,,,,'974 .'slon Ex;ires July 1,J.~,~Y ,J',0'.1,.) STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,deposes and sayS that the above account as stated is true and correct as ~.~verily believe. Sworn and subscribed be·fore me this ..29th .~«u?~~k:.__0......__~_ day of A..p:r.i.l.,191J..~. w~~[1m~~~. My Com.expires April 12,1975. Washington County,ss:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidence by proofs thereof filed to No...b3.~1J~.3.3.0.............. Witness my hand and official seal thiS..3.0.~. day of J',.J>A.JU\.u..JWV.•..............C\i\~;19.'1/.. ...l1L~. Register of Wills ~.S..., olS.~~: o :'+-l ; I.i .. f!OJ ,., 'Ii. q. I : ....o oz -. ..J L ...'>? ,/.. ........",J, The Court is respectfully requested to determine proper distri1'pn in this :;tate!.' Jt~Hu.tI/J t L •~~ Counsel for Accountant "..' IN THE COURT OF COMMON PL~AS OF WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS COURT DIVISION, Estate of ELLEN M.LYLE, Deceased ) ) ) ) ) No.63-70-963. PAY TRANSCRIPT. And now,November 22,1971,receipt is acknowledged from Lee A.Robinson,executor of the will of the above named Ellen IJI.Lyle,deceased,of the several sums set out below awarded by final decree and schedule of distribution dated October 7,1971,and filed to the above number,to wit:(;4~viSion.$50.50 Clerk's costs $4.00 Realty certifica-~MQQ~tion ierk~o:c:'Viiion. $7.50 Recording realty ~O~.)M,certification $7'd1.j.67 Balance transfer ta.~~~~sell Mari~nt. 552.00 ALSO,not shown in decree and schedule: Transfer tax on ~~~•jointly held bond -'-A<>I~ .Russell Mar ,Agent. ..l ,.J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS COURT DIVISION, Estate of ELLEN M.LYLE, Deceased ) ) ) ) ) RECEIPTS. No.63-70-963. We,the undersigned legate~under the will and beneficiaries of the above named Ellen M.Lyle,deceased, hereby acknowledge to have received from Lee A.Robinson, executor of said will,the following named sums of money, and where applicable property awarded in kind,per final decree and schedule of distribution of the Court dated October 7,1971,and filed to the above number,and also in kind United States bonds held jointly with us severally and not passing under the will,on the dates set out opposite our several signatures, to wit: ~/_2-__~~'~~o ,1971.$501.88 HICKORY UNITED PRESBYTERAIN CHURCH, By jj~Q.{!~etl- ~Tr~surer. $2,007.50 11.26 204.70 1,215.96 $3,774.88 c --:../_1-__'-~/.;;..3 ,1971.Legacy In kind,cert.28086 for 5 shs.,West Penn ~ower Co.L~~pfd.stock,appraised at Dividends,West Penn stock, 1/15,4/15,and 7/15/71 per decree 16.89 Residuary legacy 4,883.49 Interest not shown in account,1/3 84.83 Dividend,W.Penn,10/1501 5.63 4,990.84 Less: Advance distribu- tion 1,000.00 Div.checks in kind Transfer tax on jointly held bonds Also,in kind,U.S.jointly held bonds,face value,$500,$200, $200,$100,and $25. 290.00 4&dmv i?2JJckkt'7~~ Allison P.McCalmont. l •\..• ~/~t~-~J_3~,1971.In kind,U.S.jointly held bonds, r v face value,$200,and $100. Cora McCalmont. Jz..'-/T 1971 L--J,_:...-_~,•e gacy Residuary legacy Interest not shown in account,1/3 Less,transfer tax on jointly held bonds $2,007.50 4,883.49 R~.834,96 .32 152.58 4,815.74 Also,in kind,U.S.~ointlX held bonds,face value,~500,0200, $200,and $200. Lee A.Robinson. ~/_~_'_'~2~o ,1971 Legacy , _$2,007.50 ,5~fj~ /Bette Green. 7~~i~/ ~)~L=-__-~L~O~,1971.Residuary legacy Interest,not shown in account,1/3 Less,transfer tax on join~ly held bonds $4,883.49 84.834,968.32 194.72 ~4,773.60 Also,in kind,U.S.bonds held iointly,face value~$100,$~O,~50,$50,$25,and ~25•. g~~ Bette Green. $301.13 7 Bette Green, Mother and Natural guardian of Cheryl Green,a minor. Also,in kind,U.S.bonds jointly held with Cheryl Green,face value,$100, $50,~~25,and $25.'/, ~./J~ ...•f II t.J I~-20 ,1971.Legacy $301.13 Also,in kind,u.s.bond,. held jointly,face va.lu€?, $200. Sdz::-L/Gerry Lee Green. /1--Z-c ,1971.IJegacy $301.13 Also,in kind,U.S.bond, held jointly,face value, $200.g~L 7 Daniel Green. 1'2..-."2 0 1971 L_______, •egacy $301.13 7 Denis Green. Also,in kind,U.S.bond1t, held jnintll,face v~lue, face ~·l.OO,$75,and $25. ~L./ _I_~_-__~_~,1971.Legacy $301.13 Also,in kind,U.S.bond:,. ~eld jointly,face value, $200. ,7 Eric "Greejd~L ~/_~~~/~7_',1971.Legacy $100.38 ~/~2_-_~1~,1__-L'1971 Legacy of Jenine Robinson Lee A.Robinson, Father and natural guardian of Jenine Robinson,a minor. ...._F.'.'~. .•J ~/w'l~-~~~Z-~__,1971.Legacy $501.90 ~.k CYl1::<LbJ 1~~~·_-~2~~~>_.,1971 Legacy for Donna Miller $50.19 ~~ 1JUC ille Ml11er, Mother and natural guardian of Jamie Lou Miller,a minor. /2---Zz,,-,1971.Legacy for Jamie Lou Miller $50.19 ~k'~ ~/~~~-~L~~~__,1971.Legacy $50.19 -P~~%~'Paty Hiller Kehn • .L.1J,Z__---L..2.,.,lok=::.-'1971.Le gacy $50.19 ~~ '---- .~ • .. ." " .~i':'H.-:CO ~:OH PL.AS,C.r.;•'");'J. '~o •61-'70-963. ~:~~t~of' -.T...~rrj >,..-.,.. ~8ce9.sGd .'AY ':"'-'L~j·:::5G!!:P .'. I THOMAS L.ANDERSON ATTORNEY AT LAW 1026 WASHINGTON TRU9T DUILDING WASHINGTON.PENNA.15301 ·-• Form 'RCC-33 • RESIDENT DECEDENT hJ~7tJ-fb3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF itJASHINGTON 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~.~:.:.~:~~.~E ~:~~~~..~.~};::u:v;:OF (State full name of decedent) Lil.te of Wa shtp.g:t.Q.t1.......County ~ s....of ______~etltl~y:J,y"_tl~_"_}ss: County of W~.§h.:i.,.p.gt..9n . Lee A.Robinson of the estate of the above-named decedent being duly sworn,depose S and sayS Exeeutor Decedent died Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. Thom~.~..~·A~Cl:E3:I"I:l'?~?..................... 1026\Va.~h~I:lg1:;o!l ~I':t1:3J!?~d.:g·~·~a.~hi.~g.~()~)'P~~~.?..?..9..! That as such ~.~.~g~.t9.r.deponent is familiar with the affairs of said estate and the property con- (~:x"cu tor·Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPosiT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Pittsburgh Nat.Bank.McDonald.Pa.Ellen H.L:vle That the contents of said safe deposit box or boxes are itemized under Schedules B 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 thereo~or of any foreign country,which are owned at the time of death;all ~earing 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,lef't by decedent,together with the fairly estimated market value thereof;all bonds and mortgages held by decedent and .of all claims due and owing decedent at the time of death,and all promissory notes or other ipstruments 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 f'air market value be less than the f'ace value,it sets forth briefly the reasons f'or such depreciation as to each item;all moneys payable to the estate f'rom lif'e insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of'death,bonds and accrued interest thereon to the date of'dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof'at such time. • 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 s~ts 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 reg~rding said t~ansfers.In the case of transfers intended to take effect in posses~ion or enjoyment at or after death,there is also attached to the schedule aco~y of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,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,and th~re~ationship of.such iss!le 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", "C","E",and "F"as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this . .........................9.:!!.h...........day of s..~p.i:;.~.~p..~.r..J 19Th .~,~~y,;a:= }ly commission expires ~,I i...19'7<5. ~~~€:~""."--""._" .............................R..~.P..!4..,_._. (Street Number) ...............~.<?.P.?..~~.~.~.?.~.~g.~.~~..~~.?..??.!.... (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 ~ld 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.(1-64) ,COMMONWEALTH OF'PENNSY.LVANIA DEP~RTI~EN,TOF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT SCHEDULE "A" .REAL'PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent,Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by whi ch the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc"are to be listed on Schedule "F"and must not be deducted from this schedule. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE {3l DEPARTMENT VALUATION CAUTION (Do not write In this spoce) 1.Undivided one-half interest in house and lot situate in Village of Hickory, Mt.Pleasant Township,Washington County,Penn'a.,devised to decedent by para.8 of will of father,Samuel A.McCalmont,Will Book 62,page 219, subject to conditions set out in will *i of total assessment of $1,505.00 ; source of title erroneously stated in assessment record. 752.50~"2,500.00 ffy,;.r:;' JSOO.OOr 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, 2,500.00 Ellen M.Lyle Estate Bonds with $500.00 Face Value: Issue Date Mar.,1958 Nov.,1964 Bonds with $200.00 Face Value Nov.,1964 Nov.,1964 Nov.,1964 Nov.,1964 Jan.,1965 Jan.,1965 Jan.,1965 Jan.,1965 Aug.,1965 Bonds with $100.00 Face Value Dec.,1953 Nov.,1964 Nov.,1:964 Nov.,1964 Aug.,1965 Bonds with $75.00 Face Value Aug.,1965 Bonds with $50.00 Face Value Dec.,1953 Mar.,1958 Mar.,1958 Nco.,1964 Bonds with $25.00 Face Value Mar.,1958 Mar.,1958 Nov.,1964 Nov.,1964 Aug.,1964 Aug.,1965 Value at Date of Death 184.80 184.80 184.80 184.80 185.20 185.20 185.20 185.20 181.36 133.32 92.40 92.40 92.40 90.68 66.66 60.16 60.16 46.20 30.08 30.08 23.10 23.10 23.64 22.67 ~ Total Value of Bonds --~3680.02 L ,I RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE 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,treasury certificates,cash on hand and in bank, stockS,mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust 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 VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) 1 2 3 4 5 6 7 Savings account #12-2566 Mellon Nat.Bank and Trust Co.,Washington,Pa. Interest on same 5/1/70-9/1/70 Savings account #S5538 First Federal S.& L.Association,Washington,Pa. Interest on same,7/1/70-9/1/70 Savings account Pittsburgh Nat.Bank, I>1cDona1d,Pa. Interest on same,7/1/70-9/1/70 5 shs.,West Penn Power Co.4i%pfd H<'"vA'.~5~r 012,371.63 rrK·f~185.58 (fILfI J.10,841.90 ot(.J7J8·90.35 ot<ilJ;;7,700.9:: ~]:n~.57.5S 58 290.0C 1~/31/.~~ /gS.st ~700.q~ 67.P1 ~qo ,a o Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X (1)Did decedent,within two years ofdeath,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within 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 making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)no (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)__ (b)What was the transferee's age at time of decedent's death?-----------(5)Did decedent in 'his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)no (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)no (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others -:-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)n~o _ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)n_o _ (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. Cmf1llON'\'Er\LTH OF PENNSYLVANIA TIUNSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRA.NSFEIlS ITEM None DESCRIPTION MARKET VALUE (Estimated) 0.00 DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "e"in the "As Reported"column on the last page of this return. 0.00 ••'f "". RCC:-3& COMMONWEALTH OF PENNSYLVANIA TnAN~ITH TNHERl TANrE TAX RF~IDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY n;STRITTIO~S:This schedule must d.isclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entl.reties,or joint tenants,giving brief description,as indicated tmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out uf 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 (Jf'(,pdent. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 1.Joint checking account 354-4513 in Mellon Nat.Bank &Trust Co., Washington,Pa.,with sister, Florence M.Robinson,~1,030.22 Da '(~csra/..LtShpd.'C::./t.$ks as pep.. Rcc '-13 I1TTCtl."'d.heteTo 515.1~Sf~({ Insert this total opposite "Jointly Owned Property",Schedule"E"515.1 S IS.II in the "As Reported"column on the last page of this return. Rcc.,.~i -(12,-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" ....,. 1 I, BENEFICIARIES BENEFICIARIES AND ADDR'ESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFstatefullnamesandaddresses,of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)•forth this fact.)OR NO BIRTH .. Elizabeth M.Lyle,Hickory,Pa sister yes realty devise Donald Lyle.Hickory,Pa.bro-in-law yes realty devise Allison P.McCalmont;brother yes legacies,1/3 res. Hickory,Pa. Hickory U.P.Church •none yes legacy Hickory,Pa. Lee A.Robinson,McDon~,Pa.nephew yes legacy,1/3 res. Bette Green.McDonald.Pa.niece yes legacy,1/3 res. Gerry Green Ivr,.-IYIJ:l1 A 1JJ:l none yes legacy Gerry Lee Green,McDonald,Pa.gr •nephew yes legacy Daniel Green,McDonald,Pa.gr.nephew yes legacy Denis Green.McDonald.Pa.I2:r.nephew yes legacy Eric Green,McDonald,Pa.gr.nephew yes legacy Cheryl Green.McDonald.Pat gr.niece yes legacy Terry Robinson,McDonald,Pa.gr.nephew yes legacy Jeanine Robinson IVIcDonald.Pa ~r.niece Yes legacy Lucille Miller,McDonald,Pa.niece yes legacy Sharon Miller,McDonald,Pa.gr.nieae yes legacy Patty Miller Kehn,Hickory,Pa gr.niece yes legacy Donna Miller.McDonald.Pa.~r.niece Yes legacy Jamie Lou Hiller,McDonald,gr.niece yes legacy Pa. - ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE No excentions OF THE ESTATE OF :\IATTER OF THE APPRAISEMENT (Executor-Administrator must complete "As Reported"column #1.) ~~~!;ljp~"1 ~ t-J.~Cl -;:s it'0 '"'dIT"1 ~"1f-l '"-0S::1 '"'d 'i:l:a IIIt.:I:'i:l ~""~w "1 f-l ~p.. ...., ~~~ tr:1ell....~~ C')...oellell ...Year . Dl"THE t No. Will Administration REPORT AND APPRAISAL Commonwealth of Pennsylvania Late ofNt •..P.l~~~e,n.t..rc().w.p.~.l11,P..... EJ.),~P:J~.•..L..Y1E3.. Deceased V)c: ~~>!;lj ~V)V)n n?"?" ~.~ :.-:tci .-......., ~q ;.-.. ~()p- :e \V"ashingtonCountyof/ / ~-619-&>-619-619-619 'Vd "0:)/lO.L~~NI!iSVA1 G-Ill/t J,)W7 IS!Q;;U '1.,.//I !'.. •.~"i"H...11 ,,.".•,( Lv'r--....'-...01.: \J1."-U ~:. 'f-l:f-l 'w'>'f-l N ell '....!;lj. .Cl)"-"•\.il.'\.il.V1.'";j -'f-l ,w,O 0 ~ :\.il.o'OJ'0 :4-:..:_:.('C :f-l 0:00 ~ :f-l O'00 'u J" Thomas L.Anderson,Attorney Fi(/nO \0-;.'i.;J I _{ -619-619-&>-619-619-619....~W :•·........... : : :...__.'R...> ;,....:~..•:~-,.(~:r....:---...:r,.~. .Kf v. . . . .<'r©~.;2 8"~11 -,-.;~.~:83~. ."":..CY:_.II --J-""'-....::1 ~:--.....,r::__ c.. 1 I (1...5.1 I, COMMONWEALTH OF PENNSYLVANIA } COUNTY OF Washington 88: Lee A.Robinson----------::::.:::..::~~~~~.::::..:::.::--HEREBY CERTIFY.THAT.TO THE BECiiT OF ~y KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AWiiRU E MATEblEI'i.T OF PEBTS.FUNERAL EXPENSES AND EXPENSES OP' ACMINISTRATION SUBMITTED TO TilE EST...TE OF en •LYole .oECIiAeED.AS DEDUCTIONSi FOR INHERITANCE TAX PURPOllES.~~/7 -----:=~~~-~~·2::!."--'....,:::;;a.,,::2_='za,_------ SWORN AND 8Ul'!SCRI8ED ~EFORE ME THIS 9th DAY 01'"I -~~Ett~~~.;~Notary Public Washipgton,Washington County,Pa. 11y commission expires u;4v./,...I J '71$-' - Form RC C ·10 "hJ-7CJ -YbJ ~DEDUCTIONS ALLOWED '"I.,"~~d~,''~OFF"lCE OF THE STATEMENT OF DEBTS ..... THE SUM OF ............$..?~J 1, Rj9;STER",OF WILLS .1,AND DEDUCTIONS DATE APPROVED .•.(\.•lQ...~~JIOFWashingtonCOUNTY AND AGENT OF THE COMMONW..Jo.LTtl ~~j'<'.~d,luV r'I.,Register o(,\tills.Agt\,~~ ,ESTATE OF Ellen M.Lyle LATE OF Mt.Pleasant Township,Washing~CoJ DATE OF FILING APPRAISEMENT April 29,1971 04T5>OF DEATH September 1,1970. \ OJo.TI!:NO.Of'NAMi OF PJo.YEE REM4RKS AMOUNTVOUCH.lq 1910 18Sep27RussellMarino,Register letters,1 short cert.00 Sep 30 Russell l"Iarino,Register short certificate 1 00 Oct 1 Washington County Reports advertising letters 14 00 Oct Ii Russell I'1arino.Register short certificates 4 00 Oct 21 McDonald Record-Outlook advertising letters 8 SO~ (),..+:1.()W~U:lhinITton Countv Renorts conies of will 3160 j Nov 1 Speakman Funeral Home funeral expenses 1,350 00 1, Nov 1 Dr.J.K.McCarrell medical services 78 2~ 18 Pittsburgh National 5 !Dec Bank box rental 00 19r 1 : Anr 20 Pittsburgh National Bank .drillin.o:box to get will 25 00--....:; Apr 29 Russell .Marino.Register filing inventory 5 50 1 Anr ;:>q Lee A.Robinson executor's compensation 1.750 00 j Apr"'10 Thomas L.Anderson attorney for executor 1,7501 o~j I Apr 29 Gladys C.Marshall notary fees 2 00 1-- Apr iO Russell Marino Register filing this account 16 00 Jul 1 Pittsburgh National Bank service charge 50 Jul 12 S.White's Sons ,inscriRtion on marker 19 36 ~i-oJ Hickorv U.P.Schurch charitable bequest (500 00) I RAC";r-t+:r:,Y'nf'Wills final court costs (estimate d)(r;olomJ Gladvs C.•l1arshall notarv fees 1 On 1 I J1 ] Total ~03 6~ (~AAAJf-~~~C(1 >'0 IrdjefA~-I I J'CI!l.A A7fTA I /J-.J A • U ) 1 I-j- L.l ~-Lf I J 0 -" )DlX:eased Lyle,Ellen M. IN THE ORPHANS'COURT OF WASHINGTON COUNT':~ENNA.)DaW~d_~,-(~ \No.963 of 1~70 Term,19__,A.A. I Docket 38-107l 6 In the matter of ,bhe Audit of Account filed in the Estate of TO THE AUDITING JUDGE: Enter my ,appeara<Ilce for the Commonwealth of PennsylVlaIlia,claiming transfer inheritaillce tax in the above estate,as follows: ~~~~,~To appraised V1alue of Estate:Realty........."--$-==-_ Personalty __ _ __..__$_~_I_)_;_l$)_,-,,-b_@--,·f)~_ Additiol1!al Assets per Account,Subject 'to Tax _ _----$_ Additionall Assets per Audit,Subject to Trax --_- -$----------_ GROSS VALUE _ _-$,--_ TOTAL DEDUCTIONS,$ _ )-- $--------_._-------_. $~'-()-{)/'M---- CALCULATION vf 0 ~CY"tJt Gross V<lI1ue _.__.......'7 Less Deductions ----~~~R:----- Clear Value ..m ••••••_••••~<tlf 1t1;1_~,_ !--Trax· able at 2% $------- $--_._-- $------- $------- $ II )Additional Debts and Expenses per Audit CR. Debts and Expenses per Account;see Note $ -------------- ----------- Interest__yrs.__mos.__days @ __% -$ TOT:it::~:;;s}~::~~":41 ~.~:l,)97/~~7&;/97f "'".. ~ (')[0;s:11;s::u0»2 In~(') In 11 l:".l»In ~r-I "TI ~t :J:"TI 0 0 0 :u "TI :u » 01111 ~t-3In11 CD2In ~ on 2 »U>:u<»...r 2 '"~(') I In2 W:; CD >-III~~ jCOMMONWEALTHOFPENNSYLVANIA DEPAR'TMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISIONRCC-BI (2-64) ~------------------------ IN YOUR REPLY PLEAOE REP'ER TO 38-107-6 NOTICE OF FILING OF APPRAISEMENT LEE A.ROBINSON (Executor QtXK~~~K) In Re:Est ate 0 f E.-:L=.:L=..E=..N::.:.-M:.::.=..._L=Y=-L=E=1--=a~/;.:k:l-/~a~_ _..,.--__'_vA_S_H~I_N:...;..JG.:....T=_O.:....:N:..:.._County - FHe No.63-70-963 Dear Mr.RUbinson, You are hereby notified that the~~Q~r~i~g~i~n~a~l~-------------- a ppraisement i~--the estate 0 f E=L;,::;L;:=E:..:N:.;.....;M::.::.:..--=L:.:;Y:,,::L=.:E=--_ has been filed in the office of the Register of Wills qf WASHTNGTON County on October 5 ,19-11 Said appraisement reflects the following valuations: Jt.Held Re al Est ate at.2...,>ool.5.JolO-"0:.&~~0u.0l..__ Personal Property __~3~]~,-5~3~8~uO~O~------ X~00K~__-_5ul.....5t..-Ll...Ll--- Tota1 ---------d3~4 ,~5.a5~3r-r."""1"""1---- As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e _~O~C=:..lt!<..!oO!..b!>l.e~r_>J.5....,.,--&1...;;9l...J7L.11L...-..---Signed Title DATE OF DEATH:September 1,1970 Note:This is not a bill. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of:;::L..;:::Y.::::L:-E ..;:::E=L=L:-E-=-N=----__-=..:M:...:.o_=a'.L/=k'.L/=a'---__DATE 0 F DEATH 9 -1-70 (Last Name)(First Name)(Initial) REPORT OF INHERITANCE TAX APPRAISER FILE NO.63-70-963 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". DaWd:October 5,1971 -~-_._0--r-'W!.......1naJ"elunu ~1i.f.I,*,~ INHERITANCE TAX A PRAIS R 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:_ 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 REGISTER\OF WILLS \ 34 553 11 FOR USE OF REGISTER ONLY Tax on $-+__2% Tax on $--+__6% Tax on $----------+--5% Tax on $---------t--j.@!" Taxon $~. Exemptions * Total Estate -1-__ TOTAL TAX COMPUTAnON OF TAX $-------+--- $--------+--- $-------+..--- $-------+--- $--------+--- $-'--__....L....__ (*)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 :::::::::=-J,~t=== BALANCE OF INHERITANCE TAX DUE $L Add interest at rate of 6%from_____to $---1 AMOUNT OF ESTATE TAX ASSESSED $------IL- Estate tax paid $-Jl- BALANCE DUE $----~I---- Add interest at rate of 6%from t= ------lto-----$-----~, TOTAL TAX BALANCE $--------l PAID $-J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. -..,', ~0 ,. ."--------~-- Will (...No.Admlmstration IN THE Year".,..",,, ....... --<\ \ MA TTER OF THE APPRAISEMENT OF THE ESTATE OF ELLEN M.LYLE Deceased Late of ,...M'!'•.P.L.:EA~AN'J:''I'~., County of.WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ., " Fonn RCC-2 ,.October 5 1971/.COMMONWEALTH OF PENNSYLVANIA DATE..........................................................,............................................... DEJ:ARTMJiiNT OF REVENUE RESIDENT INH~RITANCETAX COUNTY WASHINGTON BUREAU OF COUNTY COLLECTIONS ................................................................................................ HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO•.~.~.:..?~.=..~.?...~........................._................... Whereas,............................~.~J&N....M..!.....~x..L.~..........a/.k./a.....................................late of .....MT.........PLEASANT.....TWP....................................... in the County of ..............................WAS.HIN.G.T.QN.........................:.......................................Commonwealth of Pennsylvania,having died on the ...............................J.~.t.....................................................day of .............$..~.P.t..~,rt,lp..~.:r............................19...7.0.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,....................MAP..E.~.l.~.....F..l..~.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 life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ REALTY: SEE COpy OF SCHEDULE "A"ATTACHED TO APPRAISEMENT 2.500 00 PERSONAL: SEE COpy OF SCHEDULE "B"ATTACHED TO APPRAISEMENT .ll .1:\.lR Ima JT.HElD: SEE COpy OF SCHEDULE liE II ATTACHED TO APPRATSEMENT 515 11 total 34.553 11 , form~v~fhbl::::~i:w~a~~~:~:;~e~~~=7:~~=~r~=de~t A pra'ser ........................................................................................................-......................................................... U)~Penna...........···..··..···..·..........·........·..········..·....·..······ip~··'0'")......, ,.r~')t (~l ,_iIlo,~'f .WASHINGTON····County ,i I r.r-\7 p'll j J I RESIDENT INHERITANCE TAX APPRAISEMENT•t...I,J ,I Estate of rc.cFl'"':0I\~~Y ......'--_...,~• ,t .!- .E'~ISTER GF \;,':LLS ~'i\SHltlGTO:J CO ..P;\. ...ELLEM M ·LyLE . Deceased. Late of MT.PLEASANT TWP . Date of Death,~::+..~.79.. Appraisement Docket Vol.,3.8 .. Page,.J9.?~.§.....No....§}:'..7..9~.~.§.J... .Filed in Register's OfJice,..QCt........5......J9 ....71 Amount of tax due,:fj .. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ltt Appra.isement, Appeal j"om Appraisement,.. Entered and charged,.. RCC-3 (1-67) COMMO~EALTH OF PENNSYLVANIA DEPARtMENT OF REVENUE BUREAU OF COUN'rY 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) J Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1.Estate of~~_E-=1-=1:...:e:...:n::.....M-..:...~L.Ji.y:...:1:...:e_~of ~_[a_s_h_i_n....::g",-t_o_n County 2.County File #__6-'3:::..---.:..7_0_--:9_6-=3::..-.__f--3.Bureau File #__,_Sa_m_e 4.Date of Death Sept.1,1970 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $500.00 cash (Hote:Where the property is other than a specified amount of cash,the exemption cannot be approved 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 of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the manner in which the transfer was effecled and submit a copy of the document authorizing the transfer,unless such material has been previously filed. WILL Ii;DEED 0;TRUst INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)~~_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME -=H=..l:::..·c=..k=o.::..r..&LY_.-'U:....:n:.::.:l::.·t..:z:...::..e-=d:......::.P..:::r-=e:....:s:....:b::..Y~t.::.e.::..r..:::i:..::a:..::n:....::...:C:....:h:..::u=_r..:::c..;:.:h:...__/.,f-'---------- ADDR ESS ...::H.::..::i::....:c:..::k::..:o:..::r:.....ywJ!.-....::P:.....:e:....:n.::..::n.::..'....:a:..;.::-._...::1::..:5:.....3::.=41:..:0:....-._ Address of Applicant 1026 Washington Trust Building,Washington,Fa.15301 Official Title A_t_t_o_r_n_e_Y.:...-_f_o_r_E_s_t_a_t_e_'Oate__S_e_p_t_._9_,_1_9_7_1_.~ This form must be completed in triplicote 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 estote.If the decedent was 0 nonoresident of Pennsylvania and letters were riot issued by a Pennsylvania Register of Wi lis,deliver all three copies to the Director,Bureau of Coun'y Collections, Penna.Department of Revenue,26 S.4th Street,Harrisburg,Po. Do not write below this line·For Official Use Only Referred to Bureau Headquarters Approved 0 For Secretary of Revenue Denied*0 I (Signature of Register of Wills) Washington (County) September 10th.1971 (Date of Approval) (Initials of Register of Wills) (County) (Date of Referral) (Authori zed Si gnature) (Title) (Date of Action) *See reverse side for roasons This section will be campi 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 bocause ---:..__~....;,...~'-- Note:Any party in interest,including the Commonwealth,aggrieved by this action may wlth.in sixty (60)days after., the date of this notice exercise their rights of Protest,Notice,or Appeal in accordanco with tho provisions of app!i~able Pennsylvania Inheritanco and Estate Tax Acts. (V)Cf)<!0 .....l a..,.,', z .....l(V").." ::--0 :c:-"c 0....z-..(""::;.cL-r l..-':::;-r--_.L:..J (~1 i ;"~...oJ ."- I--v)if) C-'U)-::;;: (:::J ::::::;l 0 U)_.0::W <:c.:-. i r--=-,----.. '. RCC-3 (1-67) COMMON)'EALTH OF PENNSYl.VANIA DEPARTMENT OF REVENUE. SURE'AU OF COUNTY COLLECTIONS• APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVAIIIIA 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 fifed for the ~pproval of an exemp~ion from Penn~ylv~nia Transfer Inheritance Tax On the transfer of ..I·'.. the property described below:,....' 1.Estate of _~..........E...l...1""en"",---,M........~·LLtJl....1...e,-.'"'-'...:..-"----_~.of~_,-·~\1t.!<a!.!::sub"'tn~g:::..t~O!!!!;ft!!!!·-------County 2.County ~ile #_-'6""'3.z.;.o::..70=o--L9-"!6"""'!·3.~ureau FiI,e #_---'_..;::S:;.:.a=m::.;e"-----:_---'-.4.Date of Death Sept.lj 1910 5.rhe Commonwealth'.s appraised value of th'e property for which an exemption is ~Iaimed is $SOQ.QQooob (Note:Where the property is other than a specified amount of cash,the.exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion'of the entire estate or the entire residue.In those cases enter such fr~ction(ll or percentage amount above). 6.Check the manner in which the tran~fer was ~ffected and submit a copy of the docu~ent authorizing the transfer,unless such material has,been previously filed.. WILL fl.;.DEED 0;SURVIVORSHIP 0; I I OTHER 0; Adaress of Applicant .....(I f other,explain)~~__~......,__-;------'l_,........__7'--_ 1.Correct'Silsiness Name and Addres~of Charitable Organi~atior'l receiving ptop~rty: NAME ~_----'B_l..,o....ko-..r~.,~n_l1...t.....'a.e....dL-·....P...~:.JOe'-UaUlilb'#Jt e&:.r_1B.....bl&·.....aliO'h...,·lU!-...c....b"'--'-'--__~__~~_ ADDRESS ..B...ioIolJJc~olil.jrL,J,..Q,....·.....IiPu;eLliJn....nL.·.liila...(l.~'-------'l....S;.L,34~OlL.·_~_----'-_ ,, 8.I certify that the informcttion contained herein is,to the best of my knowledge and belief,tiue and correct. ,S;g.at.,.afAppl;,a.''JLfAvtt1-t:~~ 'lbo_Q to A.nd,erson 1026 Washwtoa Trust BulldlaS¢'Washiutcmtt Po..15301 Official Title__-.:,A_t_t_or_n...:..$....:'1!!--t_o_r_E-.:,s_t-.:,8_t:-e Date_-.:,S..:..G.!!!:,.p_t..::..1Il _9.::.,..LD....;1=-9.:....7~1=.tt=---__~_ This form must be completed in triplicate and all three copies 'delivered to the.Registerof Wills for the County in which the decedent resided,or in which letters were issued for iJ non-resident decedent's estate.If the decedent was a non-resident of Pennsylvania and letters were not issued by a Pel1nsyIvania Regi ster of Wi II s,del iver all three copies to the Director,Bureau of County Collections, Penna.Deportment of Revenue,26 S.4th Street,Harrisburg,Po. Do not write below this line -For Official'Use Only (Signature of Register of Wills) washington (County) September lOth.1971 (Date of Approval) M4u# Referred to Bureau HeCldqua~ters. (Initials of Register of Wills) (County) (Date of Referral) .Approved 0 For Secretary of Revonue Denied*0 (Authori zed 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:~~~_- T,ho opplication for exemption contained on the face of this form has been denied bocause ~_~~_~-"-_ Noto: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 accordanco with tho provisions «;If applicable Pennsylvania Inheritance and Estate Tax Acts. (I ./J RC C-43 (4-69). ", Septombor 2.1970 NOTE:TO BE SUBMITTED IN TRIPLICATE / Pennsylvania Department of Revenue Bureau of County Collections " , 26 S.4th Street Harrisburg,Pennsylvania ,.~...,_,I 'I ~ Dear Sir: "Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report:', NAME OF REPORTING FINANCIAL INSTITU'TION l1'1100 Nl3tiono.l Jkmk atd !ruot Company ADDRESS 4OSqu~ttoio Street.WcahlngtoD,'onnaylvonlc 15301 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT---:;..;3!U>~-4.....;.5_13_·...:..(C_h_ec.....;.k_in~a>~_ NAMES ON ACCOUNT OR INVESTMENT 8110n U.Lyle or.. ADDRESS __....:1\:;;.:.:.....;;;..D.:::.-::..04..::..&-•.::;:UcDoDn:::::;.::;.;:·=1:.;:c1:z•....:'::;.;:G::;D=DO::"j7!..::1:.:,.vC::;;D::;:1:.::;o _ SiotorRELATIONSHIPTODECEDENTDATEDEPOSITORINVESTMEN:':"'T------..........-------- WAS ESTABLISHED --'-1_O/_3_/4_9...;:..._~_cl_O~jO_l_D.t_6/_lS~/6-5-<./"---- BALANCE,INCLlJDINGINTEREST J;~:./'I.s/S;// DUE,AT DATE OF DEATH $-..........--::,..,::;--~---:.f-,L--------- ...p.~~~~~--!...'-=NJ~o~l~o:.::t8nt &nagar .TITLE rj' /~~i S/~1/ 5/0 dJ~.-- r --_---~~~-----;_-----------------------==-.........."""""-------I TO:FLORENCE M.ROBINSON R.D.I 4 RCC-134 (1-69).. COMMONWEALTH OF PENNSY LVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFiCiAL NOTIGE.O&INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:September 16,1970 County Washington County File No._ Bureau File No._ We have received notice that,HUUIXlX1KlLlXllXtXUunxmxxxxxxx:nXXXXXXXXXXXXXXXXUl on S,ptember 1 19~,you came into ownership of certain property through~mJa~ XHiS~~XHH:X1illX tftUlsfer from,ELLEN It.LYLEt,deceaaed.. Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:Jt.Checking Aec<>nnt .#354...4513,. held in.·the )tELLON NATIONAtBANK AND TRUST COMPANY t .llASHINGTON OFFICE, WASHINGTON.PENNSYLVANIA.In the names of EttEN M.LYLE or FLORENCE )f. ROBINSON.opened.10...3....49.Balance aD of date of death.$1,030.22 appraised by the Commonwealth,as of the date of death,at $1.030.22 SO %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $515.11--~~.:...-_--$-------- AMOUNT OF TAX DU E '17.21 D If you pay the above amount with in th ree (3)months of the date of death of the decedent,or on or before Dec.1 19 10 you may deduct a discount of 5%of the amount of tax due,or 3.86 D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of*_ 19__in the amount of UCTIONS TO TAXPAYERS $========== (Agent for the Commonwealth) 77.27$ ASSESSED BY:_ *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid TOTAL AMOUNT DU E APPRAISED By:0 ;rCJ a.C-<. (Inheritance Tax Appra'ser) Make checks or money orders payable to:To insure proper credit to your account thiS Official Notice must accompany your payment.Mail or bring it to: 15301 h,;..:;.;.l ;lJ..TdE ('OfMli;~N~VEALTH COURT HOUSE WASHINGTON,PENNA. If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom you made payment,their official title and the amount....''."-.• Date Paid Name and Address of Payee Official Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) SS:COUNTY Of _ I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF 19_. Signature of Taxpayer REPORT OF REGISTER OF WILLS I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $__." Date of Approval:_ Register of Wi lis -----------------------------------------------........, Fonn RCC-2 ~,DEPARTMENT OF REVENUE -BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Q.9...t..Q.1?.~.r.8...•........l.9..7.1 . COUNTY .1vASHING.T..QN . FILE NO §..~.::.7..Q.~..~..§J . Whereas,",.,E.1.LE.N LYL.E " , ,late of J.v.AS..HI.N.G:T..Q,N,,.,, in the County ~f'J.y.A.S..HJ.N.G:TQ.N :~Commonwealth of Pennsylvania,having died on the ».f..i.r..s..t.day of ~.~.Pt..~,D.:1p..~,r.19 .7..9..,seized and possessed of an estate ...,".,..,,""',.,.,.~~~,,ru,d....~)Ap;;gi;';;"~'-' subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.............................MADELlNE....F.INNEy..........................................,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 AppraisementDescriptionofAssetValuesMadeforInheritanceraxPurpolBs $ JT.HELD: H 11\1 Ie:::IvTTH $1:\00 00 FAr.E VALlIE TO $25.00 VALUE VAHlE OF RONDS \vERE TN T,ATE 3 n80 02 Total value of Jt.Held nronertv :N is no~",...~.....It ........... (~fAJ...tU ,2",1n ()-d 0£Rs:oIlJRL .3/'-..'81 .&1J ;IT tJd.,/ 4/9s /...-< YoTA-L .1t:Ji-?J9" ( , forrn~;v:fhhI:":::~h~w(.rl'~~,~:;o~e~~~yce~~t~.,~r~se~e.,~is~ade l~zi ".,',.,.", ,..,w ~~,Penna. ·.XolASHINGTON 'H'"......County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of EL.LEN LyLE . Deceased. Late of 'vASHINGTON Date of Death,9.~1~..7.Q . Appraisement Docket Vol.,38 ······..·.·.···. Page,10.7 6 No..6..3.~.70~.9.6.3 .. ., ~ Filed in Register's Office}...9ct•8 197J Am.ount of tax due,:fj . DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal f,.om Appraisement}.. Entered and charged,.. ~ l • r, '1/'COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COL.L.ECTIONS HARRISBURG 17127 J November 18,1971 ( Inheritance Tax Protest Board Bureau of County Collections Department of Revenue I Harrisburg,Pennsylvania i \Re:Estate of Ellen M.Lyle !, "File No.63"-70-963 County of Washington; Gentlemen: Pursuant to the prov1s1ons of Section 1001 (1)of the Inheritance and Estate Tax Act of 1961,a PROTEST is filed ' against the Commonwealth's appraisement filed October 5,1971 in the Ellen M.Lyle Estate of Washington County. Mr.Lee A.Robinson,as Executor,filed the inheritance tax return reporting twenty-seven United States Savings Bonds valued at $3,680.02. In preparing her appraisement,the Commonwealth's appraiser failed to appraise the savings bonds.Accordingly, it is the Protestant's position that the savings bonds should be included in the appraisement filed of record October 5,1971 at the reported figure,$3,680.02. Very ~ruly yours,/'..?/'. ./0.)~/.'/,~~'~-~--~{./CC'/~_~-T~.-d<,~Y~7 Robert L.Schrift,Acting Chief Inheritance Tax Division FOR:Peter Capataides,Director Bureau of County Collections RLS:PM/cag CC:Russell Marino,Register of'Wills CC:Frances Leo,Chief Appraiser CC:Lee A.Robinson,Executor CC:Thomas L.Anderson,Esquire 1026 Washington Trust Bldg.,Washington,Pa.15301 ,COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 December 16,1971 Mrs.Frances Leo Chief Inheritance Tax Appraiser Room 244,Washington Trust Building S.E.Cor.East Beau &Main street Washington,Pennsylvania l530~ Re:Estate of Ellen M.Lyle File No.63-70-963 county of Washington Dear Mrs.Leo: Enclosed is a copy of a Protest filed in the subject decedent·s estate. On December 16,1971,Joseph F.Shamay,Assistant Director for Taxation of this Bureau,advised Thomas L. Anderson,Attorney for the estate,that the Protest has been Sustained. Accordingly,you are authorized to amend the record of this estate to conform therewith. Very truly yours, 6?L-/~v~ Robert L.Schrift,Acting Chief Inheritance Tax Division FOR:Peter Capataides,Director Bureau of County Collections RLS/cag Enclosure CC:Russell Marino,Register of Wills December 16,1071 Tbomao L.AndoroOil,Boqu1ro 1026 Unohlnaton Trust Bulldlns \7aObinston,Ponnoylvnnia 15301 Rot Estate of Ellon tl.Lylo Vil0 No.63~70-9as County of UaobJ.natOll Tho Xnherltonee Ten ProtGSt Boord of tho Ponnoylvnn!a DoporiOGnt o~Ravenue Dot on tho 9th 40y of Docoabor,1971,and considorod tba Proteot fA let!1n the abovo decedont's ootate.Tho doc!clon of tho Boord follcmo: Tho CommODttcaltb Protcot flled On t~ovotilber 11 ,11971,is horeby Sustained.Tho tt1OOty-oovGn (27)U.S. Savlncro Bondo lloted 1n the inventory tthlcb ~ero not appra1oed,Qhould be appraJ.ood nt 03,a9O.02. Joooph 11.8OOOOY, Aoot.Diroctor for Tanntlon Fort Potor COp:l tsidco,Director Buroou of County Colloctions JFS:JTW/ms c.c.Frances M.Leo Chief Appraiser c.c.Russell Marino Register of Wills .. RCC-72 (9-681 COMMONWEALTH <fF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU,OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENTI ir;.' I \, i.'\\DATE u 21 J 9'7:;>APPLICATION (MUST BE FILED IN TRIPLICATE)J,'afl.+ TO THE PENNSYLVANIA DEPARTMENT OF REVENUE:t;:"f Application is hereby mcde for cQ'lsent to the transfer of the follo\...;ng securities of a Pennsylvania Corporation or a National Banking Associalion located in Pennsylvania:, i \ (a)5 shs.(b)Uest Ponn Pm,JOI'Company ,\"(c)_""+4"'?;;J.;?~,-,,p....r.....dL-__""':-__ (NOTE:In describing securities enter in (a),ob Ole,either the number oJ shores of stock or the face amount of registered bonds,in (b),the name of the issuing company and in (c)the cl,ass of-stock or the stated interest rate and maturity date of registered bonds.)f'"rI i ISSUED ON ,and having a TOTAL MARKET V'AtUE OF $.:::2~9-=-O=-.O.::..O::-._ (Date)s/l</a Ellen NcCalmont J•Lyle as of the date of death of the decedent,Ellen H.Lyle/\'~an'Sept.1 &l 1970 (Name of Decedent)Ji.'""".:,(Dote of death) (State) who was late of I . ...... Hickory (Ht.Pleasant Twp.)was:~to~Co ~\"pa. (Street and Number)(Post Office)1\(County)\""'\. I'!'"..~The securities are registered as follows:_·_~~~ll~l~e~n~~~.~~~~~~~e~~·~,'~~~ ,(Name or names in which certificates are reg,istered)\ i~Mt~ftWMft'L-__-=L:!.=e~e~A~.~R~o~b~i~n~s~o~n"..,~r'1~c~D~on~·~·~'ll~d~,-"R~'L'.....D~.1L-.-!o4~,,IJ-I,....=p~aiLJ.ul~5~'~!--·~~7~~'\,--_~__ EXECUTOR)(Name).(~d~ress)\\. NAME OF APPLICANT Thomas L.And'",nson .,A.tty.,. 1026 W9shlnGto~,Trust Bldg•• COUNTY FILE NUMBER 63-70-963 ADDRESS OF APPLICANT-r"~"to:)',._~ BUREAU FILE NUMBER SIGNATURE OF APPLICANT Jiu'i~LCI£'hi fJ:ifJ1'~CI NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF tHIS APPLICATION,IT V"LL,NOT BE \ CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION•. COMMONWEALTH OF PENNSYL VANI A-DEPA~TMENT OF REVENUE:>, CONSENT TO TRANSFER SECURITIES \ \DATE ---;.:~v 24 19'72 I hereby consent to the transfer of the above securities now registered in the name oJ the afor~said' ,\;,\"'""Decedent and waive the fi ling-of a certificate certifying to the payment of the transfer inherita~\f:'e tax to which l . \ , !I '\\1.\. the property of said Decedent is made subject pursuant to the provisions of the Act of Ju~e 20,f?~9,P.L 5~1, .:Ii.;'\');\i,..,~ as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordarlCle witH the provi~ions',,..1,\ ";\\ of the Act of April 9,1929,P.L.343.:,\ \ , \\\ (Titlef (County) (Signature) /C?/-:Z~Z.;.:~C-/ \ I.;, This Consent to Transfer the herein described property operates only in reference tol the estate of the ~"\~).~I': Signed for the Secretary of Revem.e By ~~~//Z.;;4-J--~~ above-named Decedent. -------~----------_. ,.r --:"~:---'---~~~--- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUENo.8 11848 OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX RECEIVED S:KlmNXUtUmRImIZOOmD SEVEN HUNDRED EIGHTY-NINE and 67 100 --"'----dollars Lee A.0 neon -cr.representing Pennsylvania Inheritance or F ATTY.THOMAS ANDERSON Estate Tax due from the following estate:rom:--.......::.......:....:...-.......::...--.......::..........::...--....:....:...--------.--------------------------Ifill Address 1026 l"lASHINGTON TRUST BUILDING WASHINGTON PENNSYLVANIA 15301 2%Tax on $---------$---------1roI 6%Tax on $$---------0 File No.63...10-963 Date of Death_9:.....-......:1::..-_7...:.....;;,.0_---1 15%Tax on $----:..;2..::;.8.....,4..:..;2=2:::...:.:.....:3:;....:4'---_$__......;4:....:;11,'-=2=6=3~.3=S"--'L;;1 $--------0 Date of Payment __N_o_v_e_m_b_e_r__2_2..L-_l_9_7..:...1 --i Name of Decedent __E_L_L_E_IN__li_e_L_Y_LE --; %Tax on $~$1Ijj Estate Tax,Act of May 7,1927 County __li_AS_H_I_N_O_T_O_N --i Remarks: MJR .,I :} TOTAL TAX CREDIT Less five percentum of tax if Prev. paid within three months after Bal. date of death Plus interest at the rate of __%from _ to _ $,....."....-_---,4,......,=--:2-=6....;;;,.3....;;.,.."'0-35;;;--.D Pd.3 473.68 Due 789.67 $---------I!II $---------1111 SEA L TOTAL AMOUNT PAID 789.67 $=======:I~ NOTE:This Triplicate Receipt to be retained lor audit pu~.8.;r.107-6 /' I''71 Received by '-:"'-'~"-';"-,,;:_~"_,...:;-_-l_~_'-~..-.;I-/_:/..>,\o::::r.--r---,------r! NOTE:In accepting the transfer inheritance tax an future estates,prior to the deoth of the life \.....,(-..-Signatu~.J"J.j_~'. tenont or tenant for years,as evidenced by this receipt,it is understood thot the Commonwealth shall not be precluded or prevented from hereofter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional tax may be legally due and---.....---'--"----=::.,(=-Ti-:tle'j•.\---''-=--'-----'-=-=-------11 collectible for any reason whatsoever. to" ~~~~~~~~c:::r:mrm=~~n:rnn~~~~J RCC·4(8·68j COMMONWEALTH OF PENNSYLVANIA ~('*o DEPARTMENT OF REVENUE NO.B 11849 OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX $--------0 $,---------.11'1 $ $ 552.00 $ $l.. $ I552.00 $ 3,680.00 $--------- representing Pennsylvania Inheritance or Estate Tax due from the following estate: -------dollars %Tax on $_ Estate Tax,Act of May 7,1927 6%Tax on $_ 15%Tax on $_ TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ \t/ASHINGTON WASHINGTON,PENNSYLVANIA 1530" ELLEN If.LYLE Name of Decedent ---------------1 Remarks: 14JR County --1 File No.63-70-963 Date of Death 9-1-70 ~m~ltGi971 Date of Payment -----------------1 ,REC I D FIVE HUNDRED FIFTY.Tl10 and 00/100~~~A.Robinson -Paying On Ind.Llab. From:ATTY.THOMAS ANDERSON Address 1026 WASHINGTON TRUST BUILDIN<2%Tax on 552.00 $'=======:Ir::JTOTALAMOUNTPAIDuOO~[p~~@illurn SEAL NOTE:This Triplicate Receipt ta be retained lor audit~§p"::'sl~7-6 I -~~'f \1//I! Received by __,----:.:,.,..,.-"_'_-'_.-_.,_./-_-=":..../_'_'.:....::-::-;---:-__(:_'-----.r1 NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the life """'_(Signatu~))•,.,/ tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall J I /., nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of the_-'<:......",,__.__j_~_._·"--"'----;::--....,-1,<,.....=.~_'\...__./_-_~_"-----11 life tenant or tenant for years whenever it appears that such additional tax may be legally due and--(Title) ._~~O~'b1.:'='~O"OWh""."'~~~~__~~-I ~llecorder of I>eeds Registration Fee $. Satisfaction $ . Total $.7.S z:? State Realty Tax ...$....=:=:....... I J I I I I I I Ir L._ r·~~~-~----~-~-;;~;E~;;;~~HENLIFTING~-;UMENT- "'If _Washington,Pa.,/./..-::.~.r.....2 l.19 . J N~788 RIECQLU)fER1S OfflClE J 'fI ~i RECEIVa;r g.~._~M.€.'.... J 60&<~/:f 4diFSteets·T..··$$······,··..···:·so ~~.. J a e ax .. :1.00 J Certificate and Seal $...................._TO i J ) I Ii I ~-----, t, ~ " ,- 1 9 0 6 4 1 9 5 4 8 5 54854~::_.. 'I' 3 2 5 5 8 223898 256456~:; 2 1 7 0 6 1 4 9 2 6 5 170971~:; 1 6 2 7 9 111949 128228~::_.. '.' 256456 170 9 7 1 170971 1 2 8 2 2 8 128228.....a...r.t+=+-••·.·&e't··eAt.w ..,..4 ft ..j '-..6 -.. ~~"...~~''''''---''''''--'''"''''II 2 ~0 0 0 0 2 ~0 0 0 0 s 1 2 '3 7 1 6 'A 1 8 5 r-:;8 1 0 8 4 1 9 0 9 0 'A 5~ 7 7 0 0 9 5 r-:;7 r-:;9-'.- 2 9 0 0 0 '3 4 0 '3 8 0 0 5 r-:;1 5 1 1 '3 4 r-:;5 '3 1 1 s- '3 4 r-:;5 '3 1 1 ,'.-'.' ,'.·'01" COv~lO,lC71 (.R ~~"='I -1a>~-......,,~tn(/).-;:;t""'.-~ ~t:0 I n I il"'tl·~~"lE:.'l'"".t.:i~ _. 0f:~---::,-·t iU' Ii\) ~ r:'i,.~no :~:r~-t::':A)::l...cr;::::~o.":,Ct.,2.c;:';t.l~::;St''::'''-::~:::'r~Z'': ~C~tcZt":7w'1 ~~l!.~~r:rr ~l~.:·~y...cC'V::'.J Uni'i:c~C;c";~CCV;:;:;1 l~~"'.:J vo.lucU {~03,GCOoC:::!o December 16,1971 Mrs.Frances Leo Chi~f Inheritance Tax Appraiser Room 2U,Washtngt.on Trust Buildings.E..Cor.Eaet B3au &.Maln street. Washington,Pennsylvania 1530l Re:Estate of Ellen M.Lylo File No.63-70-963 count.y of Wash1J1gt.on Dear Mrs.Leo: Enclosed is a copy of a Pro~est filed in t.he sUbject~'s estate. On Deeemb3r 16,1971,Joseph F.Shsmay,Ass~ant. Director for Taxation of t:b1s Bureau,e.tlvise&Thomas L. AnClarson,At.to~y for t.he eCJta'te;that \'h3 Protest.bas baen Sustaine4. Aocorc!41ngly,you erG authoriec4 to am3n(1 t~racord of tlUs estate to oonfonn therGw1th~ Very ~ruly yourD, Robort L..Scbr1ft,J.\Ctlng Cb1o~ Inber1t8nC3 Tax D1v101on FORI Peter Capata1iies,Director Bureau of County Collect1onc RLS/ceg EnQlosuro~Russoll Marino,Register of t1111s