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Home My WebLink AboutOC1970-1122 - ESTATE OF REED~3-7b-JI;;J.~. ~ffi~auit (@f 1£xrrutnr (@r ~~mtltt5trutnr J ••~,'~<t,~,f:~~:-::t.c:.':lt'..__..vir .-. ~ttttr ·of 'ruusyluttUitt } Qtouuty of IItts4iugtou ss: Personally before me,the undersigned authority,a ~.~~q..~1:?~.;.~..in and for said County and State,appeared K~l..~A••R'_'_~L __who,being duly sworn according to law,deposes and says that he is the executor or administrator of the es->oN Co:>~5 tate of Gr~.~..P.!~~~9,deceased,that the foregoing schedules constitute a ~~~G D R d~z ~complete inventory and appraisement of the real and personal estate of ..._...~_~~~__.._!__•__~~..._., ~t;~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 c:::>• -just appraisement of each item made by the above named Execut'or~ffi~~~Ei Sworn and subscribed before me this ..~~A }X /Z~~~~g~...~~~~~ay0Jul1,................1............·E~~~uto~~hlxll·biM·~..·..·.. ~.....aCl~~~... ~~ 1.An inventory tmist be filed within three months after appointment of personal representative. 2.A supplem,ental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of .Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 3Juurutnry ttub !\pprttisrmrut of the goods and chattels,right~and credits which were of gr.~~..p.~:R~~4 .late of ~~~g~~~..~~~.~~.. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS PERSONALTY None REALTY ALL that certain plot of ground situate in the Borough of $7,500.00 Roscoe,County of Washington,'and state of Pennsylvania,being Lots NUII1bered Thirty-eight (38)and Thirty-nine (39)in the Plan of the Village of Lucyville,(now Roseoe),and fronting on Corwin Stre.t a distance of One Hundred Twenty-five (125)feet to an alley. TOTAL INVENTORY AND APPRAISEMENT lJ 7,50000 /~~f t 3-7°-//~:2;. Inventory and Appraisement IN THE ESTATE OF- .....................Q.~G$...P..~~. Filed ,19 ,. ~:u j;:i'l ;UCn0c: -.--f""i::::en ;-~~-f ..,..: ':C7 1---:-2 c--<...- '.L .....:-:-)-.o ::::::::J~---~~..r--_II. :Or-a...."p.(l) ... -.r c.....~ .''V >:.) :.:::.,....-_L~ <..rl c-::: -'-rI; "'......... It .....• l-:J '- ~-5 ·~:~fl &!:.,~~-12IP'1Jf,- ~"--...... '--'-4 QU p' .' QrnmmnuUttalt4 nf 'tuusyluauia.t lJas4iugtnu Qrnuuty.\ss: KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 17th.day of November A.D.19 70,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of Grace .D.•.tReed late of Roscoe in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Karl E.Reed 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 Karl E.Reed 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 17th. day of November nine hundred and.'Seventy in ,the year of our Lord one thousand ~~.m...•....._.. Register I I I I I I I I I I I I l I I I I l Ir I I [ I l I I t I I I I I I I I I I I I I I I I I I-----' ,191L Clerk of Orphans'Court.~---~__~,<~Z? ~-----Per OFFICE OF Washington,Pa., RUSSELL MARINO,Clerk of Orphans'Court Division /' .....$---~-- ..••••$Total State,etc.••.$=====::;:::/6~(I County N42 12540 CLERK OF ORPHANS'COURT DIVISION ...:::::::~::::J~~bC:~1C.~~------------...::---::.:=;;L----1Dollars f--------------------------------------~---------------------------- I I I I J I I I I I I I J I I J I I I I I I I I I 1 I J I I I I I I I I I I I J I I I I ) I , Q~~0 ~txJ ::: tj ~~•tn ::tl ITl t en elt1j-It.xj »~tj -I tn N ITl ... 0 ~ TI a~a~+-i~ I direct the payment out of my KNOW ALL MEN BY THESE PRESENTS,that I,GRACE D. FIRST: EED,a widow,of the Borough of Roscoe,Washington County,Pennsyl- And as to all of my estate,whether the same be evoking any and all former Wills by me at any time heretofore made. ,;, ver situate,of which I die seized and possessed,I give,devise and , eal,personal or mixed,of whatsoever kind and nature and whereso- equeath as follows: onveniently possible after my decease. state of the expenses of my last illness and funeral as soon as rania,being of sound mind,memory and understanding do hereby make, ,.r ublish and declare this to be my Last Will and Testament,hereby ."-- SECOND:All the res,t,res idue and remainder f my estate,of whatsoever kind and nature and wheresoever situate, .give,devise and bequeath unto my two beloved children,.KARL E. I "EED and HELEN E.REED,in equal one-half shares to have and to hold the same unto them,their heirs and assigns forever. THIRD:I nominate,constitute and appoint RL Eo REED,Executor,of this,my Last Will and Testament,and I irect that he shall not be required to enter security in any juris- diction in which he may,act. tIIl:; ~,-~,>=""=,,,=,J..,~";,,,.-..:-.._...........L IN t.vITNfe:SS \\THEREOF,I have hereunto set my hand and eal to this,my Last Will and Testament,this twenty-second day of ~y in the year of our Lord,One Thousand Nine Hundred Sixty-Nine 1969) Signed,sealed,published and declared by the said RACE D.REED,as and for her Last "vill and Testament,in the presence f us,who ather request,in her presence and in the presence of each ther,all being present at the same time,have hereunto subscribed ur names as witneses. lII I j I I i, 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 h~verily believe. Sworn and subscribed be'fore me this J.~.!;~. July 71da~:19 - WANDA CARRINGTON,NOTARY PUBLIC CHP.RlEnm BDRO~JGIL v!;":sn::mli COUNTY MY COMMiSSIGN EXPtRES AUgUST 19,.19111 ..~z~?..~~--. Karl E.Reed 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 prescribe~by Statute 9nd ~Ie o~~o~':t as evidence by proofs thereof filed to No..l.a..3.7.-l--:5CU . "~o:±b-Witness my hand and official seal this..:): _. day Of..~~~...~_::"~~~~:'::_ Register of Wills o......., <ilS.::...r F~"!I JrPIiJiiIi"" 1\,,".•" I':"f ' !t' oz ., ,. ..- / .-::. .. The Court is respectfu Ily requested to determine proper distributiM:rL ' Counsel for Accountant THE FIRST AND FINAL ACCOUNT OF KARL E•REED,EXECUTOR OF THE LAST WILL AND TESTAMENT OF GlUlCE D.REED,'DECEASED,LATE OF THE BOROUGH OF ROSCOE,WASHINGTON COUNTY,PENNsn.VAlUA ,1 Principal Personalty Incane Personalty Principal Realty Income Realty Total Assets of Estate Less ~di.ts Claimed Net Amount for Distribution $7,415.25 46.80 None None $1,462.05 4,424.61 .,..' PRINCIPAL PERSONALTY The Accountant charges himself with Principal Personalty received out of said Estate as follows: Per Inventory and Appraisement <Per real estate sold and converted into cash transfe~d from Principal Realty INCCl1E PERSONALTY None _$7,415.22 $7,415.25 The Accountant charges himself with Income Personalty as follows: The Accountant credits himself with the following out of the assets of said estate: 1970 Nov.12 Social security check Mary Farquhar $46.80 22.00 Nov. Nov. Nov. Nov. Nov. Nov. Nov. Nov. DeCe Ii 13 13 14 18 20 20 25 13 Julia Qualk Pittsburgh National Bank Bell Telephone Columbia Gas Russell Marino Daily Republican . Wa5hington CQunty Reports West;Penn Power P1:ttsburgh National Bank Grocery bill Nov.payment on si<ling for house Phone bill Gas bill Probate of will Legal advertisement Legal advertisement Electric bill Dec.payment on siding for house -17.07 27.50 .4.31 25.00 18.00 12.50 14.00 5.54 27.50 1971J~.18 Charleroi~l-1one ssen Hospital Hospital bill 51.86 Jan.18 Jan.18 ,"Jan.--,ZO Jan.21 J.an.22 M.ay 21 July 19 July 19 July 19 July 19 C.S.Bateman'Agency Pittsburgh National Bank Bell Telephone Alex DuBart· Notary PUblic Woodward and Bassi Helen Reed (Daughter) Russell Marino,Register Appraisal 35.00 Payment in full for siding on house 455.43 Funeral expenses 1,596.00 F~l bill 6.57 Final.bill 4.33 I-lB.rker.<"195.00 Notari~ations 10.00 Attorn(i)ys'ree 375.00 Family exemption 1,;00.00 Filing inventory,account etc.22.00 $4,424.61 ~--------------------------_._- PRINCIPAL REALTY The Accountant charges himself with Principal Realty received out of said Estate as follows: Per Inventory and'Appraisement $7,500.00 Per 1'eal estate sold and converted' into cash and transferred to Principal Personalty $7,500.00 Less expenses of sale: Realty transfer taxes Preparation,of deed, agreement and notary fee Net proceeds transferred to Principal Realty 56.25 28.50 .__--:84;.;..·.:.I,Z,,5 I '.. $7,415.25 THE DAILY REPUBLICAN MONONGAHELA,PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16.1929 P.L.1784.Sec.3. paragraphs (3)and (25l. County of Washington }ss: State of Pennsylvania Personally appeared before me.a Notary Public in and for said county and state. Mrs A F.__.DeSahtis__.who,being duly sworn,deposes and says:thaL .she .__is the __bo-ekks_aper .of The Monongahela Publishing Co.,a Pennsylvania corpora- tion,and its agent in this behalf:that the said company is the publisher of The Daily Republican,published daily except Saturday and Sunday,having its place of business at Monongahela,Washington County,Pennsylvania;that the said Daily Republican was established in the year of 1846;that the printed notice or advertisement,attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said newspaper in its regular issues on.the following dates: ._}~<:>Y~~1?-~~?_2__,!?_~~~~~~!';L_~!1~L~g_~:l::27Q . _ ____NQti_Q_e__L_J\:_S_t9:t_~Q.r Gr~.c_e_._D_.Re_e_d _ that the affiant or the corporation in behalf of which -------,------she is acting is not inter- ested in the subject matter of said notice or advertising and that all of the allegations of , ESTAJr-~",.ft'cE 'Letters testame..lary on the est,,-te of GRACE D.REED late of Bor- ough of Roscoe,Washington County.deceased,having been granted bytheRegis1:of Washington,County, notice is hereby given to all persons indebted to said estate to make im- mediate payment,and to those hav-ing claims against the same to pre-sent them without delay to Karl E.Reed,executorRoute#1,1;lox 33A,Alhambra,Illinois!Woodward and Bassi,Attorneys 1701 McKean Avenue,Charleroi.Pennsylvania Nov.25,Dec.3 and 10,J970, " J this affidavit as to the time,place and character of the publitation are true.~--t:L~--d;-~~~--------------------.---- ~'bed before me~h's ,~.DO'lr.U-ERTv~kh'ry Pu\}ttt. /~'"''or.REID Lilli II,'}L,'a .-4~<.f"-.,~_''C',.,...."N CO,,~·_.-1•.------O"'ONr'A"''''A WA.;,Hlfh-l>~V --L.-...-M""'~.',--'- ,1971~--_My Commission ex~if'a!i July 29,'~_~m I _~.~,,.0\ ublic o ".Washington County Reports ~~ WashingtOD,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3.paragraphs (3)and (25). COUNTY OF WASHINGTON} STATE OF PENNSYLVANIA SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publis'hed weekly having its place of business at W'ashington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COL'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: ...~..~9.Y.~.~!?~.;:?~.,~.9.?9.. ......P.~.~.!":.m!:?~.f:;:?.,:1Q.,~.97.Q _- Estate Notices The Register of Wills has granted letters. testamentary or of administration.in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. ••••••••••••••••• REED,GRACE D.,Dec'd. Late of Borough of Roscoe,Wash- ington County,Penna.Executor:Karl E.Reed,Route #1,Box 33A,Alhambra,Illinois Attorneys:Woodward and Bassi,701McKeanAvenue,Charleroi,Pennsyl·vania . .is not interested. .behalf of which heh IS al1tl~lthe allegations ofhrporatlOnIII..and t at ~.1)'('/"/)that the a~fiant or \eofc~aid notice or atve~~~gofthe publ)fatlOn a(rel QeL ?',~in the subJ~ct matteh time place and c ajr )//r II I Jd /-?{~ff 'd t as to t e,./",""",_..I './.---{___ ,hi",'"'I~J J"."L'/-:•••••::C::::.•O••-,.,___~~ -..-=-----Edlt.6r _~...........:::...=............._~.--~ _.~--_.-b f me this .•-------d subscribed e oreSworntoan ......}Q!~.day Of...p.~~~~P)1..-.-..: ,191.7.0~'LoZt~~+p~~ Jfr::EP::Il··:E r.SCIAMJl.NNA r'!LtJ;Y rub.ie,','f:!311i:12ton,W3shington Co. My Commissioil Expires July 1,1974 ,~I \ \\ ]n tl1e ~rpl1auli~aInurt of .aa~iugtnu cnnuuty' In the matter of the Audit of Account in J GRACE E.REED~~~I TO THE AUDITING JUDGE: No.1122 of.-----........-70•19_A.A. Enter.our appearance for Karl Reed,Executor "".<~~~:.!::;~RD~,t~~Io::!:-2::::::lEB::J.::A::::...S~..:-I _ ~day of September .19.2..!.- .N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate conoise state- '..ment in that regard. ., ., '(. ·t., -_......._.._~...•~._.-~~,.-._..--.--.-.--..'...".-----...I "...~-....1~;,,;»rn :n (f)C"')c.:C':l:r.:~(J ('""".I (fJ (?::-i ~I"';)rr~ -~~., I~J..'~'.. :::J C>Z -"-0(")-:;:,,~~::r0~...;......' r-Z-0 r-0>-(f) -t=' -~.~..~_.---------------------------_......._-------....,-" PETITION SUR AUDIT ."IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form ) Estate of GRA~..~.'!•.~P -.--.-,-- Deceased No Jl.2.2 9.f.J9.1.Q._. Fiduciary K~l..~.,..~~~~.•..~.~.~~9.:r.. Date of Date of Decedent's death ~~!!~~~..~.!.}.??~_Grant of Letters ~.c:>~~~~~?!~??~'" This is the t11'''t,..and.f'inaJ.account filed in this estate If there have been former accounts filed in this estate,list file number or number and term .None ., Election to take Under d&lilitH will.(cross out one) Date Election Place of; Filed Record _ . Name of surviving spouse J~~C?~t!I __. List issue,where material: Karl E.R.ed Helen Reed Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate) :lbfe6.No.If answer yes,name them ___.__. Leg,atees Relationship Interest Fiduciary,if deceased or not sui juris Karl E.Reed Son 1/2 residue Sui juris Helen E.Reed Daughter 1/2 residue Sui juris List,if exceptions to above: None If partial intestacy,give facts: None Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:···.·········None························· Fi Ie copy of Notice and date of mailing S.~P.t~mP.~.r.2...)")..9.lJ.,. Is estate subject to the filing 9f a Federal Estate Tax Return?~9 . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..NQn~. If the Will makes any portion of estate s~bject to a life-estate,give name and birth date of life tenant ~~~~. Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None : i'~,....-" f==" ~••~f ..1"1 -oJ_.:1: '-,...,~.... l'"-.,..-,' ':::>'::-....-1- (")-"'Ii;''~.0 ..........;,..,.. ~.,... None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of th.e..:,odjttdication: ::E ~l::>I':;;0 t'JJ (:")c: ::r:"t'u;-_.(',.......----,(""'-: r':z:-oro»(1) -::" Balance for distribution per account, Itemize any additional debits not shown by account:$~.~.9.~.?:.~.~. Total additional debits (Add) Itemiz~any additional credits not shown by account: $~~~.~. '. Total additional credits (Subtract)$~~~.~. Balance for distribution $~.t.Q~.?~.~. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Cash $3,037.44 .,. ":0-.. t.$san ~q If Family Exemption claimed by Petition,give place of Record:~.C?P.-~____..__..__.._..__. If Family Exemption is claimed at audit,give name,relationship and basis for Claimij~.l~n..E_•..Re.•.d •...da.ughter... List any advancement or distribution on account that has been made,and nature and amount of same: None Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: Karl E.Reed Helen E.Reed COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly .sworn_doth depose and say that the facts set forth in the foregoing petition are true to the best of..h1s.._.knowledge and belief. ..-_.~Q..rn .._..____.to and subscribed before me this..~9.th.__..day of _.$huY 19.1.l .. Signature of O~....... Title of Officer ~~~..~P?:-~.C?. 1/2 residue 1/2 residue And your petitioner will ever pray,etc. X ~..e ..~. Karl E.Reed Office ........................................................................,'!'.. " .'.. "~I ·tf No._..._.__1.122.....Qf_.....l..9.1.Q_.....__...._ Estate of._..__.Gr.a~__.D._..R ,_~_.._ _ Deceased Fiduciary_._Kar~_E...__Re~d•.-ED-Q~t.o.r----------. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conform ity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order.appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. Woodward and Bassi.........._..--_..--._---_.-----...--------------.-....--------_.-----~..-_..- Attorney "~2 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY~PENNSYLVANIA ORPHANS;COURT DIVISION IN RE:,ESTATE OF GRACE E.REED:..NO.1122 of 1970 NOT ICE You are hereby notified that the First and Final Account of the above-named decedent has been filed in the Register of Wills'Office in and for the County of Washington,Pennsylvania, on July 28 ,1971. You are further notified that final audit of said account will be made on Thursday September ~,19-2!-,at 10:00 Io'clock~.M.in the Orphans Courtroom on the third floor of the Washington County Courthouse,Washington,Pennsylvania,at which time you are entitled to appear and be heard if you so desire. WOODWARD AND BASSI September 2,1971 .\ by / s/Lloyd W.Woodward Attorneys for Estate -------.,----------- J------..II----.;...-.------,,..----------------,..-------------~---- IN',THE COURT OF COMMON PLEAS OF WASHINJ TON COUNTY,PENNA . .ORPHANS'COURT DIVISION -... :( e INRE: Estate of " GRACE D.REED, Deceased. ( ) ( ) ( ) ( No.1122 of 1970 :5z 0(>...I>-lJlZZIIIQ. HEARING ON AUDIT io BEFORE:....elZ ilJl0(~... ,\ ~ii:....lJl o ~.' '''0 o::l.., I:I::N APPEARANCES: TIME:. 'J'he Honorable P.VINCENT MARINO,Judge of lhe said Court. WOODWARD &BASSI,Esqs.,of Charleroi,Pa., representing the Account~mt. r Thursday,September 16,1971,at 10:00 o'clock A.M.,EDST . .Woodward &Bassi.Mr.Bassi? MR.BASSI: Reed,deceased . -ai ItIII~THE COURT:oQ. III0: ....0: ::loU ~~II.II.o .,- Number 1122 of 1970,th~estate of Grace D. The Executo'r is Karl Reed ard the attorneys are -. -If Your Honor please,the only asset in this estat was a parcel of real estate which the Executor sold,converted into .. .cash,paid all of the expenses,leaving a balance for distribution am Dng two children ~f the decedent,Karl'E.Reed and Helen E.Reed,to " whom we requ~st the Court make distribution.There are no other complications.All expenses have been paid. THE COURT:Are both of the children of age? MR.BASSI: THE COURT: ,Yes,Your Honor. Is there 'anyone else in Court interested in this 2 ",~decedent's estate? .(NO RESPONSE),. THE COURT: the Court. ':!z0:(>..J>-(/)zZIIID. i0l-e>z i(/) 0:(~ .=uii:l-(/) 0....J0:( § 0:l., I:.'.."til .The audit of this account-is ordered closed by' ( A UDIT CLOSED) ,- '\ uiII:IIIl-ll:~l.t".~@l'rtu,~"l~,'l'O~"."I.M,~vw.~';'an t,Oataiaed t\til7 .11:, I-'~aod'.~Otar_...d--l·~'t~.01U"~i)a.1 .e ~--_*lM,*rtDi·.01 tl\eaMv-e ~~•• u ,- ..J -'t *&4 Ihl tt.f*~tr)fP'_.Q';~I".__......~..:t~ ii:ILo ~••e.ll.'~~l."i'cr.rH_.~·b'~~a0~bo fitn. 'b (,.~ri'« -~.~~.....h:r-~.-;:';,.:of·J ,SI t -"j'.l..,-;t .",','J. .t J ••'i .......1...'C II- I •I " ~~.(t ,. '.' -. .::r V).'0 <:t-.J CJ..-~'.-J . ..........~0\.........C".'f_• ,,:::>.-, C L"t..!- f I 1-1 r-. (/) '''-'-,'....I .:>v V).\.J '':'"~."-r--.'~'Z"..... " . • 1 f,L 'J f .. " I" 'I ,{ lu tqe Qtnurt of Qtommou illrnll of IhtllqiugtDu Qtonutg. 'ruusglunuin.®rpqnull'<troun 13iuistnu J ESTATE OF Grace D•.Reed deceased N 63-70-1122o.__~~::........:==-_ In the matter of the First and Final Account of Karl Reed Executor ADJUDICATION AND DECREE And now October 11:,19 71,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration there~f31;brJfnce for distribution in the hands of the Accountant is determined to be $.••and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _ Balance,--:-_ $3.037.44 $3,037.!~ Deduct Clerk's Costs &Receipts'-_ Attorney W_o_o_dw_a_r_d__&_B_a_s_8_i _ Russell Marino,Agent,transfer inheritancetax,. Karl E.Reed,son,1/2 residue, Helen E.Reed,daughter,1/2 residue, 16.00 " t (I f)', "[. ~ 0 ,~ ~ .... i :J Z n'.-to •? S- O ::r J /2· i c CD e a 3a00 ~. ....-+it a .., 't 0........ = .-to ::: ::r N CD ~~ ~~~ I, .' .,'i r-- <. .'').~ 1'1-- .,, v",. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RCC-43 (5-65) November 20,1970 NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORT~G W te P 1·iN·al ...FINANCIAL INSTITUTION as m ennsy vane.aM.on Bank,Uoscoe Office ADDRESS FQrlong tt&"""d Streets.&""oe.Penneyl9"¢&J.li477 J ACCOUNT NO.OF JOINT,.,ffi TRUST OR INVESTMENT DEPOSIT Sadngs #27'53 J ojo NAMES ON ACCOUNT (p OR INVESTMENT }-irs.Grace Reed or Helen Reed DECEASED JOINT DEPOSITOR,/< TRUSTEE OR INVESTOR __~Mr_s_._G_i'_a_ce_Re_e_d__~l~,--__ ADDRESS Bo_x_3_3_3,_R_oS-;c;-o_e,_P_a,_1,_4_7_7 --- DATE OF DEATH November 2,1970 SURVIVING DEPOSITOR,.. BENEFICIARY OR INVESTOR Helen Reed---:----------------, ADDRESS Bo_x_3_.3_.3,_._Ro~s-c-o....:e,:.--P-a.-l'-4-7-7 --- RELATIONSHIP TO DECEDENT ..Daughter DATE DEPOSIT OR INVESTMEN.....T----------------- WAS ESTABLISHED February 20,1967 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $----!--;-"""""":"""'----+---?h..------- ~~&.f!'G)t~~/6'<61 .s;%~.02~c2-7/:--~e:P(J J ~:i RCC-134 (1-69),..,~,.~--COM~ONWE'AL TH OF PENNSYLVANIA :/DEPARTMENT OF REVENUE-'"''1 BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRA TION TO:H$len Reed Be 3" Date:1ft,...:;0,1970 County Washitlgton County File No._ Bureau File No._ We have received notice that,aiJatY.&s.u.tx.~mmxm)t:x:m.uxxm...umX~.J on t;1~ber 2 1970 ,you came into ownership of certain property through ~~ :a'{.i£a6.ifJWSKf!~ib~~~,n t~an$te~t~e>m.:·MaS.GRACE a~~df';l¢~~d+ .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"SaVings Aect.fir 275)hf;tld1nth~ WESTER..tq PEmmLVANlA NATIONAL BANK,H,OSCOIS OFF1CE"hOSCOl£f pg!~r~VANIA jj In the ~a appraised by the Commonwealth,as of the date of death,at $_......53!,.j·~I,;.i)'.lL..;;L9S,L·_ 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT ~. ..--------- $-------- AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before FebrW1!72 1971 you may deduct a discount of 5%of the amount of tax due,or ----~----- 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 .' .j $=============$ ASSESSED BY:., (Agent for the Commonwealth) *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid.~~ APPRAISED BY:---=-:::::...:...:..~~~--:...._+-__ INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account thiS Official Notice must accompany your payment.Mai I or bri ng it to: -'i •i'"..~. If you have already paid this tax to an executor,ad~inistrator,attorney or other personal reprAenJpiive of the decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person tQ wh8(T1 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) COUNTY Of _ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for wh ich 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__. REPORT OF REGISTER OF WILLS Signature of Taxpayer I,the undersi gned,du Iy el ected Regi ster of Wi lis in and for the above county,do respectfulIy report that I have allowed deductions listed above in the total amount of $• Date of Approval:_ Register of Wi lis P""'- "',m"No.OCe.,1'"'"THIS FORM ...m."'N'LL "T'T;"WIT~GROOS ......""".JIII!IIr'UNDE.SECTION ,..OF"'"OF JUNE II,lISy I , EFll'ECTtVE .JANUARY 1,1982.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) I ';.'OFFICE OF THE REGISTER OF WILLS ,-WashingtonCountyof........................... Karl E.Reed of .~~~!.~....~~~)~~,.~~~P.ap;1?t:~t.:p..;IJ.n.QS.~......................................................... (Name)(Addrellll) .sworn..Executorbemgduly__..._._____________________.__________a.ccordlng to law,deposes and says that he IS the .._____________________________________._______............ (Exec.•Adm.•Lep_.Etc.) of the estate of..~~~~__~~__~~~~_________.______.____________._whose last residence was-..-------?-~~.~--~-~~-~-~-~!--.....-..---.-----------.(No.).(Sneet) --~~~~~-'--.~~~;r.~!~~~~.___.____.deceased,and that the whole of the estate of said decedent,who died _!~_?~~~_':__~.!._!:_cnO (CitY.Borough or Township),(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS• .EstimatedRealEstateValue AU.that certain plot of ground situate in the Borough of Roscoe.County of (9 11.#;%:00 Washington.and Stete of PennsylV'C!.nia.being Lots Numbered Thirty-eight (38) i (39)..,and 'Thirty-nine in the Plan or the Village of Lucyville.(now Roscoe)."r'" and fronting on Corwin Street a distance~of Eighty (80)feet and extending ."£'-back in an Easterly direction a distance of One Hundred Twenty-five (125) feet to an alloy. I(see Deed Book Vol.576.page 45) Personal Property None . - NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be £igned by a responsible officer of the financial institution or mortgage holder and ipdicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account,account number and the exact name or names in which the account is registered.x .,,-'-"c·...".....,.------.-l .EstimatedJointlyHeldProperty~alue, Savings Account No.2753 .,at Western Pennsylvania National Bank (Roscoe - office)in the names of Grace Reed or Helen Reed.established 2/20/67 ,I --l.:£r-' $533.95 o,r·.....$266.98- - Transfers within TWO YEARS Prior to Death None None -,~.,.,--~- ..-..iV I .....,~t ,~_".~'.~.I,/_·r ~- ..)I.•.",,~."I·~',j'l _J ......--• 1 •;-.,.J ~:.!...>f ,.....-~(~~- ,;..,...,r _r ~.I.., TOTAL INVENTORY $7.766~98 That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT None - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO,AT DEATH OF IN ESTATE forth this fact.)DECEDENT Karl E.Reed Son Yes Sui juris 1/2 residue R.R.1.Box 33A Alhambra.Illinois Helen E.Reed Daughter Yes Sui juris 1/2 residue; Box JJJ lSurviving tenant on Roscoe.Pennsylvania ~oint savings acct. .,~....in the spaces so provided,observe notations thereon,and instructions. .DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMNr------''''-=-----=--=--c:...:.;~==.::..------r--------.::.:..:..::...:....::-===--=-=---.=..:..::==--------r-==...::...:::....:.:.-=r---4nEGISTERONLY Rut 'Eckert Funeral expenses paid $1,596.00 $ Helen E.Reed,daughter Russell Harino.eg s er* Notary Public,legal advts. Woodward a.nd Bassi Family exemption (wiIl not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * 1,500.00 7 •50 375.00 I Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Nary Farquhar Julia Qualk Pittsburgh Na.tional Bank Bell Telephone Columbia Gas Rest Penn Power Pittsburgh National Bank John D.vloodward.,Recorder \'loodward and Bassi Charleroi-Honessen Hospital C.S.Bateman Agency Pittsburgh Na.tional Bank Bell Telephone West Penn Power Alex DuBart Grocery bill Grocery bill Nov.paymont for siding on house Fhone bill Gas bill Electrio bill Dec.payment tor siding on house Realty transfer taxes on sale of real estate Preparation of deed,agreement a.nd notary fee' Hospital bill Appraisal or house Siding on house in full Final bill Final bill l'1arker 22.00 17.07 27.50 4.31 25.00 5.54 27.50 -:;6.2.5 28.50 (.51.86 ,35.00 45.5.43 6..57 4.33 19.5.00 Total $4,509.36 H.R.I,Box 33A.(St~~~i N~~b~;i""'". ..~2~..c ..~........A···.(Executor-~Subscribed and sworn to before me this . 19th '"July 71_",.._day of . . . . ., 9 . Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater or less than the estimated amount claimed and allowed. In the event thl!ot 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'inheri- tance taxes at the lawful collateral rate on any such future interest. .,'. Register of Wills REPORT OF Tlj~~EGISTER OF,WILLS I,the undersigned duly elected Register of Wills in and for..tA./.~County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claim;d 'b;d~'p'o';(f~t:~~~~~t as to those items where a greater or lesser amount is set fortll in the last column to the right in said schedule above,which greater or lesser amount represents the sum allowed as a deduction. AUG 6-1971 RUSSELL MA;.l:iODated:,~_". -..: .", Form No,RCC·62 (6·70) WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF GRACE D.REED Deceased Late of ...~t:'9~.!J~Roscoe........~,-e.,~.. ::E :""J:r,...fT1 :::0 ~0 ,~c--=c.-i .. C t f ::;::Washington':"oun yO ..:;:::".::,., .::-~.,....'}:~i ,~'" ~~f"H ..} Commonwealth 'of Pennsylvania 'J..,.......c.~ -'j ~_L-_-.~ C)_._ o ..::;-.-""-...-REPO~r.:::~~D APPRAISAL' ~(fJ 1_~n = WOODWARD AND BASSI Attorneys at Law 701 McKean Avenue Charleroi.Pennsylvania j "Il _J RCC-BI (2-64) COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT KARL REED (Executor ~. IN YOUR REPLY PLEA8E REFER TO 38-118-5 J In Re:Estate of G_RA_C_E..;..D_._REED _ ____W..:.::A:::S::.:H:::IN=G~T.:::ON~County -File No.63-70-1122 Dear Mr.Reed, You are hereby notified that the o_r_i~g1~·_na__l__------------- appraisement in the,estate of GRACE D.REED has been filed in the office of the Register of Wills qf WASHINGTON County on August 6 ,19.1J..Said appraisement reflects the following valuations: Jt.Held Re al Est ate --A7~,t..o5uoOO~.~0~0:..-------_ ~___lor.l26~6L&.-J,;98liL.._ Transfers -:-:----_ Total ..l.7-1-,7.L.:6~6litJ·.....9l,lo8o!--_ As to such tax that is paid within ~hree months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date --=-=A~ugu=s~t~6:z..t::.l97LJ..:l::..-_ Title FRANCES LEO,CHIEF APPRAISER DATE OF DEATH:November 2,1970 Note:This is not a bill. RCC-3'9 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of--=:REE==-D ------:G=RA=C=E D~·L.DATE OF DEATH 1J-2-70 (Last Name)(First Name)(Initial) REPORT OF INHERITANCE TAX APPRAISER FILE No.63-70-1122 I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_-=W.:.;.A.:;:;S:...:ffi=..:;N.:..:G::..:T:-O:..:N.:.-_ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:_~Aug,:::l.;:>.;u:::s:..:t=---=6.L,-=1~0/7,--,1=--_d~~~~. INHERITANCE TAX APPRAIS'€:R 1/ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvania,do respect- fully report that I have allowed deductions in the 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.Q . Dated:AUG 6-1971 RUSSELL MAhlNO .MV Q1~~ ~REGIST WILLS';'.11/. 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 2 62 2 62 VALUE AS REAPPRAISED $-------+--- FOR USE OF REGISTER ONLY Tax on $~_:__-2% Tax on $.<1D Tax on $5% Tax on $10% TU~$1~ Exemptions * Total Estate --I-__ TOTAL TAX COMPUTATION OF TAX $----------i-....-$---:!:1:.L.L.qr;--.+Il..::t.:::..6 _ $----------4-- $-------+-~ $----------4-- $...J......__ (*)As evidencedby Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $-...J AMOUNT OF ESTATE TAX ASSESSED $-------1L- Estate tax paid $--'l- BALANCE DUE $----~I___ Add interest at rate of 6%from t= ------tto-----$---------l TOTAL TAX BALANCE $-----~ PAID $--1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No. IN THE Year . ! MATTER OF THE APPRAISEMENT OF THE ESTATE OF .GRACE D.REED... Deceased Late of .ROSCOE .. County of WASHrNGTON IL Commonwealth of Pennsylvania REPORT AND APPRAISAL ) Fonn RCC-2 D~PABTME~~OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE August 6.,19'11 . COUNTY WASHINGl.''ON.. FILE NO•......~.3..~7.~.m?~. Whereas,GM.Q~.P..~~p.late of RO'S.C.'OE.. in the County of W!.!:$J{~.N'G.':rQN : :~Commonwealth of Pennsylvania,having died on the ~~.~?~~day of ~~!.~~~.~.............................19 7.9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,f.~9.~~,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. Description of Allet REALTY: SEE COPY ATTACHED TO APPRAISEMENT JT ..HELD: Unit Values $ Appralsemenl Made for Inherllance Tax Purpoles 7.500 00 SEE ropy ATTACHED TO APPRAISEMENT total 266 7.766 98 98 -----------------------------------.,---t----tt-------...- . Having been duly sworn accordi~g to law,I do hereby certify that the above appraisement is made in con- formity with law on this ~day of ~(1 ~9.?1... .........................................~~~~. Appraiser (Number and Street)............................................w ~,Penna. (Post Offl(j WASHINGTON County '7 \[[. RT ~,,J J f{E Gi" V!f\S\': ...\\4 RINO WILLS ~~O.,PA. RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .....GRAC$P.~,. Deceased. Late of .............ROSCOE ,. Date of Death,U~?~7.Q .. Appraisemel!t Docket Vol.,3..~L .. Page,g~2 No A?:??:~.~. Filed in Register's Office,J\pg~~~~19..7.;t... Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote ab(},ut Appra.isement,.. Appeal f,.om Appraisement,.. Entered and charged,. ~ * 10 DAY NOTICE OF TAX DUE ,~k"1iiA~K~XX'~ PENNSYLVANIA TRANSFER INHERITANCE TAX Date 9..~.~.!?~~.~!4..L.!.??.~.. ATTY.MELVIN BASSITo .. 701 McKEAN AVENUE,CHAREEROI,PENNSYLVANIA 15022 ESTATE GRACE REED DATE OF November 2,1970OFDEATH .. Date .C?unty 38-118-5 S:ate 63-70-1122AppralsedFIleFile .. Real Estate Personal Property J Joint Accounts Less Exemptions 266.98 .................................................................................................................................................................................................................... Less Debts and Administration Expenses .. TAXABLE AMOUNT 266.98 TAX on @ 70 . TAX on ~§.§.~.~.~@ J?%,~.~.~.~.~.. Amount Previously Paid TAX BALANCE Interest from ~.::.~::.7..~;to !9.::.~4.::.7..?.. 6 .16.02..................70 on .. 16.02............................................................ 3.58.. BALANCE DUE COMMONWEALTH 19.60............................................................ DISCOUNT (570)IF PAID WrrHIN THREE MONTHS FROM DATE OF DEATH. PAYABLE TO: REGISTER OF WILLS WASHINGTON COUNTY COURT HOUSE WASHINGTON,PENNSYLVANIA ···....··....····..·l~~~M'q~X···..·······.... Commonwealth of Pennsylvania. CHIEF APPRAISER •TENTATIVE STATEMENT., PENNSYLVANIA TRANSFER INHERITANCE TAX .- ....,/-#~Date··=···_················_···········-;7····_······· TO yf-'~..-¥d-=_~'2.._~..~4 ,??i.A:~~. @a.".4".'··········;T······..··.z.::.~···..···············..·······..·". ESTATE ~..~DATE OF ..2 OF ~~~~DEATH 4:~..2.Q .-Date CountyJ j/.-//J ---5 State c:-7t1··(.t;;Appraised _File L..~File ;;,t.:,d ,It6:'. Real Estate Personal Property Joint Accounts Less Exemptions ...-..__.._.- .........d!..??:.:..9..8.... .................................................................................................................................................................................................................... Less Debts and Administration Expenses .. TAXABLE AMOUNT ~~c:.·7/............................................................ TAX on @ ro :. TAX on.~?.c..:?...f.@ (ro /.~:,(l.~. Amount Previously Paid TAX BALANCE Interest from ~.:..~:~Zg to /q,..~..~~?d.:. G /c.-O:L..................%on . ............................................................ .............../.~.;?..~. 6Scf'.. BALANCE DUE COMMONWEALTH :C L.;~.9 .. DISCOUNT (5ro)IF PAID WITHIN THREE MONTHS FROM DATE OF DEATH. /0 -o?sL?J 0/-;2,7.2 Y ;;:<..;J,.3 PAYABLE TO: REGISTER OF WILLS WASHINGTON COUNTY COURT HOUSE WASHINGTON,PENNSYLVANIA ./t!/.tJ y C) '0 6 .3<;7 . -1 "13 /a Register of Wills and Agent for 0<~y 7 Commonwealth of Pennsylvania. ..~.COMMON.WEALTH OF PENNSYLVANIA D}.i'pARTMENT OF REVENUE HARRISBURG ATTY.J.fELVIN BASSI 701 ~·fcKEAN AVENUE CIiI\RLEROI,PENNSYLVANIA 15022 Date:October 14,1975 Re:Estate of:Grace Reed Date of Death:Nov~2 t 1970 Bureau No:63-70-1122 County No:38-118-5 Dear Sir: As a result of a review of the Inheritance Tax Dockets of Washington County,the records indicate ~hat you are the representative of the above estate now in a delinquent status. According to Pennsylvania Inheritance Tax Directive #5 (revised 6-73) Enforcement Program,we are obligated to notify the legal Representative by a copy of our second notice to the Fiduciary or tax obligee. However,'we have been directed by Bureau Headquarters to extend you this (10)een day courtesy period,prior to our initial contact to the Fiduciary.' The purpose of the Inheritance Tax Enforcement Program is to insure !comp1iance with Section 701 et seq.of'the Inheritance and Estate I Tax act of 1961,and prior related acts,which require the filing of Inheritance tax Returns and Estate Tax Returns and the payment of taxes. mjr!Thank you, John S.Walko,Revenue Agent For:Peter J.McHale,Director Bureau of County Collections Phone No.228-2211 Make All Replies To: Inheritance Tax Office 244 Washington Trust BUilding Washington,Penna.15301 \ \CO~.l~M)~l!~FA LTH OF T LYSSYLVANIA D:::P:.\.RT~,IE~TOF :~E">'£~rE II \RR1SBl BG HELEN REED BOX 333 ~O$COE1 PENNSYLVANIA 15477 Dut€':October 24,1975 Re:r:;st~ttf"of;Grace Reed Date of Death:November!,1970 Bureau No.:63-70-1122 County No:38-118-5 AS a result of an audit of the Inheritance Tax Dockets of Washington County,it has been disclosed that you are the Fiduciary or Tax Obligee of the above estat:e,now in a del-inquent Btatus. In accordance with Inheritance Tax Directive #5 (revised 6-73) Enforcement Program,the purpose of the Inheritance Tax Enforcement~rogram is to insure ccmpliance with Section 701 et seq.of the Inheritance and Estate Tax Act of 1961,and prior related acts, Whl,ch require the filing of Inheritance Tax Returns and Estate Tax Returns and the payment of taxes. Please comply to the above within ten (10)days. t: " mjr/ Make All Replies To: Thank you, John s.Walko,Revenue ~ent For:Peter J.McHale,Directc'r Bureau of County Collect~ons ,.. Inheritance Tax Division 244 Washington Trust Building Washington,Pennsylvania 15301 Phone:'228-2211 epd -#/q 0:2. 3 !Lcrv _I 9 7S- ~#~Lj99JY I.I,iIi 1 I! ! j i I!I! I J., \011\\1.$ \~ RCC-.39 (!T68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of~,-_---,G2--,,,,,~=-=-(-=-t_--JD DATE OF DEATH ".1·10 (Last Name)(First Name)(Initial) FILENO.'3.10"'12. REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:-------------INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wins in and for~County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE Fl CLEAR VALUE OF ESTATE VALUE AS REPORTED $I- I VALUE AS APPRAISED $r 2.e.(;II J,GC.f VALUE AS REAPPRAISED $I __L Valuation of life estates or (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue.I~tJ 1.. _c $ t= $ $ C $ COMPUTATION OF TAX $---------,~-+--- $~J'I/~,..:!!!!O~1.!L.-$--------1-- $--------1--- $--------1-- $====~ $--------1 $=========== ___---IL- TOTAL TAX BALANCE :------J1- PAID $.....JL BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $--~---l Estate tax paid $----1 BALANCE DUE Add interest at rate of 6%from ------Ito----- Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death TOTAL TAX FOR USE OF REGISTER ONLY Tax on $-------.",-:-~---4=""=__2% Tax on $~t I."<:!!:> Tax on $5% Tn 00 $lK Tax on $15% Exemptions * Total Estate -+._..,... 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 shon explanation. Will Administration t No. IN THE year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of . County of Commonwealth of Pennsylvania REPORT AND APPRAISAL or' tI • " ,!'" ----~~---~---~-~~-~--------~-------~---~-~~~-- RCC·4 (8·68) No·8 ,/", $~2%Tax on $_ 4.4/.lOO-~~~~~-~--~~-~~-~-~-~~~~·~~---dII.0 ars representing Pennsylvania Inheritance or Estate Tax due from the following estate: RECEIVED ONE HUNDRED SEVENTY NINE and KARt REED-UN.. From:ArTY..'"oonWARD &>BASSI Address_7_O_1_Mc_.._KE_·._A_N_·A_VENU_E ---j ClWUEROI,PENNSYLVANIA 15022 6%Tax on $2,990..64 $119.44 '14 63-70~1122 11.2.10FileNo.Date of Death ----1 15%Tax on $,_$II Date of Payment Oetobel'"20,1971 GRACE D..nEED Name of Decedent I %Tax on $_ Estate Tax,Act of May 7,1927 $I~ $I~ WASHINGTON~u~y I Remarks: JUO -1 ..J-d'IiT'. TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ 179.44 lal ...·,$---=-..:....:......._-- $R $U 179..44 I~j:$u00 ~.[p [L ~@ill UrnS E A L I TOTAL AMOUNJ.,PAID~r'\ NOTE:This Triplicate Receipt to be retained for c18.....H~5 I)QJL.'I1........-· ,"'".'I ~,,_Received by'----.t J::'l-,,~_(J,.):...A../YI...-Q NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the Jj(e ''I (Signature J"" tenant or tenant for years,as evidenced by th~s receipt,it is understood that the Commonweolth shall ,/..J._.I I'J not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the )'\".-t't.,,-(l.,)..,,.A.,!.V u ;,__J<...fl.~ life tenant or tenant for years whenever it appears that such additional tax may be legally due and ""\(Title)J\ collectible for any reason whatsoever..._,V -'-_._---------~-_.-'~---~-',~--~---,--~--- -------------------~WEALTHOF PENN· DEPARTMENT OF REVENUE .NSYLVANIAINHERITANCE -~,-,....,.-Q'-""==i =-~"""""""'-~-""__~IJII RECEIVED Nineteen and 62/100----.....--...----.....-....---------.........------------dollars representing Pennsylvania Inheritance or From:l1elen !Seed pay1.ng on J.DQ.u1aJ>_,Estate Tax due from the following estate:IIl!I Address Box 333 2%Tax on $$1!.\11 6%Tax on $266.98 $16.02 IHI File No.63-70-1122 Date of Death 11...2-70 I 15 %Tax on $_$• Date of Payment November 31 1975 I Nome of Decedent _...;G-=r'-'a~c=e:._.::R:.:::e~e~d!!..._____.jI %Tax on $_ Estate Tax,Act of May 7,1927 $~ $-------- Remarks: County WaShinqi;on I $]6.02 $U 3.60$,to date TOTAL TAX CREDIT Less five percer'ltum of tax if paid within three months after date of death Plus interest at the rate of -6.-%from 2-2-72...- jmo ;, SEA L .lJlR1 ~[p ~~@&tr-~ NOTE:This Triplicate Receipt to b~!,et~:ned f01'jg~1'fe::'S '.J..• '\.Received by NOTE:In accepting the tran-sfer inhetitan.ce tax on future estates,prior to the death of the life tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl not be precluded or prevented from 'her".after assessing addjtianal inheritance tax at the death of the ,..-.....·'v/A./v..............",\,(v /,----,~"'-'"~111 life tenant or tenant for years whenever it appeors.that siJch additional tax may be legally due and ',),---,,71 ,I " collectible for any reason whatsoever, ":11 ------------------------------------, '. ~,,: II " 1£asl ItIt!]Club mtgt~ntKNO~AL~MEl BY THESE PRESENTS,that I,GRACE D. I 'EED,a widow,of the Borough!of Roscoe,Washington County)Pennsyl- i ;.. ania)being of sound mind,memory and understanding dd hereby make, ~ublish and declare this to b4 my-Last Will and Testament,hereby I I ~reVOking any and all former WfllS by me at any time heretofore made. I And as to all of my estate,whether the same be real,personal or mixed,of wtatsoever kind and nature and whereso- ~ver situate,of which I die 'seized and possessed,I give,devise and I All the rest,residue and remainder THIRD: SECOND: reqUeath as follows: fstate of the expe:::~:f my ~astli:~::::::::::::::::ts::nm:s onveniently possible after my decease. I~IIq f f my estate,of whatsoever kind arid nature and wheresoever situate, l give,devise and bequeath unto my two beloved children".KARL E. .III ED and HELEN E.REED,in eq4al one-half shares to have and to holdI..r I "':'j.;,',' I .the same unto them,their heirs and assigns forever. I I nominate,constitute and appoint RL E.REED,Executor,of tJis,my Last Will and Testament,and IIi~irect that he shall not be tequired to enter security in any juris- I diction in which he may act . ....---....~_._.....~... ~i'~\ 1969) """"'-,j~' II, II I'IN WITNESS ~REOF,I have hereunto set my hand and ea1 to this,my Last Will an~Testament,this twenty-second day of ay in the year of our Lord,9ne Thousand Nine ,Hundred Sixty-Nine i I ~~~~~~~(SEAL) i ~.. Signed,sealed,published and declared by the said 9RACE D.REED,as and for her Last Will and Testament,in the presence f us,who ,at her request,in her presence and in the presence of each ,. ,ther,all being present at the same time,have hereunto subscribed~ ur names as witneses. .' ,. t /s/ /s/ I: Melyin B.Bassi I ,~I I~ IWanda Carrington t I'II 1, I I {. t -.3-'7t>-/1 ~-;y r,{}3;-//I"-s- AUtliuutt Wt F~X?r."~ar \WIt .hOn1trnatra1li: ~tate uf Jeuttliyluauta { <!tunttty uf lfa!i1}tttgtUtt }.!is: Personally before me,the undersigned authority,a ~.~~r.Y.:...~P~~.~..in and for said County and State,appeared K~l...E.Jl..R~.~~L who,being duly sworn according to law,deposes and says that he is the executor or administrator of the es- tate of gr.~.~p.!~~~g.deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of g~.~~~..p.!~~~.c:l:, 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 ~d~sfworn andJ::;cribed be1fore,;:e this ~l9.tA ..· ·..}-~?L~..e ~. ay 0 ."":.....4 :·..Executor-:£ll]xOlixi~ .,••••••••0 •. ADDITIONAL INSTRUCTIONS 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 Oopies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of .Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 3Jttuetttury aub Appraisemettt of the goods and chattels,right~and credits which were of Gr..~~..p.~:R~.~4 late of ~~~~g~~~..R~~.9.~.. Washington County,Pa.,taken and made in conformity with the above affidavit. PERSONALTY None REALTY ALL that certain plot of ground situate in the Borough of Roscoe,County of Washington,and State of Pennsylvania,being Lots Numbered Thirty-eight (38)and Thirty-nine <:39)in the Plan of the Villago of Lucyv1Ue.(now Roscoe),and fronting on Corwin Street a distance ot One Hundred Twenty-five (US)reet to an alley. TOTAL INVENTORY AND APPRAISEMENT DOLLARS $7,500 00 $7.500 00 CENTS ;.! ! •I .00 T 7)5 aa.DO 7)500.005 266.98 7)766.985 4;50936- 3;257.62 T .....~,..,, ,I.t"'/'''1 -~.' \, ••I.,, ,"j , S"11 i/,':'Cl i I j ~SI:J j U 01,11 \ I I''.,,'1 ~'(\n\1'J,I 1 !...l .....,c 5 Ii;.)g b2 lnr IL L5 96',00 1,5 00.00 7650 375.00 22.00 17.07 2750 4.31 25.0 a 5.54 2750 5625 2850 51.86 35.00 455.43 657 4.33 195.00 4)5 09.3 6 T 'l of ,+'