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Home My WebLink AboutOC1971-0011 - ESTATE OF CLARK'-~-----"-'---------------------"---~------~---'" J Q!nututnulUtalt4 nf 'tuu.agluauia.t .an:11a.a4iugtnu Q!nuuty• KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 5th.day of January A.D.19 71,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 Marjorie Clark a/k/a Marjorie W.Clark late of Buffalo Township in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and James M.McDowell 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 James M.McDowell 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 inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this Fifth day of January in the year of our Lord one thousand nine hundred and seventy-one ~.""--<.~".. Register r i ~ .-!! (,•1,..; i4~tt~r.a ID~.atum~utttry ESTATE OF 1'71 (r,..,,,t5t".'q ".6iuIQ5 i (!' I' ..: ,~ MARJORIE CLARK a/k/a....................................................................................................... MARJORIE W.CLARK....................................................................................................... ~2 BUSS ~i:.;~J",iNO ~EGISTEH OF V!lLLS \','ASHlIlGTON CO"PA. JI '"," •~.+: LAST 'IfiLL ANn TF.STAHENT I,!MRJORIE W.CLARK,of Buffalo Township,Washington County, Pennsylvania,bein~of sound mind,memory and understanding,do hereby make and publish this my Last l~ill and Testament,hereby revoking all '1ills by me at any time heretofore made. ITD'1 1:I direct that my Executor hereinafter named,shall pay all of my just debts and funeral expenses as soon as convenient after my decease. IT~f 2:All the rest,residue·and remainder of my estate,real, personal and mixed,I give,devise and bequeath to my husband,Clarence Uilton Cla~k,if he should survive ~e.In the event of my husband pre- deceasing me,then I ~ive the same to John R..'lcDovvell,James ];I.:.1cDovvell, John Gratten 1,jcDowell,and my sister-in-law,:,;e.ry E.HcCracken,each one- fourth (~)thereof. L\STLY:I hereby nominate,constitute and appoint my husband, 'C.l~.Clark,also kno'V'm as Clarence ;'tilton Clark,as Executor of this,my Last ~;'!ill and Testament.In the event ~husband pre-deceases me or for \ Ii Iit; [ IIII any reason is unable to act,then!.name,constitute and appoint as Executor hereof,James 11.>";cDowell. IN 'HIT~TE.sS WHE8.EOF,I,~lar.jorie :,;r.Clark,the Testatrix,have .;£-, unto this my Last Fii11 and Testament,set my hand and seal this,the /0 day of October 1961. .- Harjorie 'if.Clark,as and for her Last \lfill am Testament,in the presence request as vntnesses u.:....:.~~~~~~-:a..!..-:.J.:.-::.::J~~:=:::...__.'fitness ~.{-~/U"",~~~c.i./~"·,,:,:Yo'"20:::..<,.A0~_/;..,'fk~/'i"",/1,/&~,,,,,,0'..:;,·~;d~~C;!,t:-~1&:,;;;.~.:...W~·_Witness tIt&-J"&(J(I.~./.d. published and declared by the above-namedSi~ned,sealed, thereto,in the.presence of us,who have hereunto suhscribed .l r' !I I ;1 , ,~I j'I - '.3-7/~// l\ffibuutt (@f 1£xrrutnr (@r l\~mtut!itrutnr ~ttttt of'tuullyluuuht t mouuty of lIull~iu!ltou J llll: Personally before me,the undersigned authority,a ..N9.t§..:);"Y :r.~!:?J-t.g in and for said County and State,appeared .,Jam.es....M.•...M.cD.Qw.elL who,being duly sworn according to law,deposes and says that.he is t~exe£.utor ID{}[i~rnnfJE(:MlX~of the es- tate of M.{3,;r;j9.;r;J~...Cl§..~k ...~I.J~!§.J...~~~ctJe~lt~~d,~nat tffl'foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .Marj.Qrie...C.lark..._.., 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 IDI~X O sfworn an~:;~~ibed .~bef9ore m;~his ....~.J~...}'....~..~...~.!2~ ...y .:.;..........~........tf ·..·..··E·~ecutor-~~«lK..............~aJ..aaJ ~.. .MARG EllS,ary Public WASHINGTON.WAs'HIN T NCO..PA.ADDITIONAL INSTRUCTIONS My Com"l1fsio!A~DM.S;ftbtMIY 2rbdllJ$'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 :tfUUtutory uub !\ppr.Uill~mtut of the goods and chattels,rights and credits whichMarJor~e W.Clark were of ..Mar.j.o.r.i.e Cla:r:k a/k/aj..late of Buffalo T.o:wnship.,.. Washington County,Pa.,taken and made in conformity with the above affidavit. / DOLLARS CENTS PERSONALTY: Cash in house Pittsburgh National Bank -Savings Account #708304 Pittsburgh National Bank -Checking Account Mellon National Bank &Trust Co.-Checking Account Mellon National Bank &Trust Co.-C/O 126536 n/o C.M. Clark or Marjorie W.Clark dated March 30,1966 Mellon National Bank &Trust Co.-C/O C02311 n/o C..M. Clark or Marjorie W.Clark dated Aug.11,1969 1 , Pittsburgh National Bank -C/O 19811 n/o C.M.Clark or Marjorie W.Clark dated April 4,1967 5 U.S.Series H Bonds n/o Mrs.Marjorie W.Clark ($1000~00 each issued Sept.1958P 70 20 5247 41 4446 88 2233 90 4000 00 1000 00 2000 00 5000 00 1$5991~ REALTY: Lots 9 and 10 Howard R.Ely Plan of Lots (P.B.7 page 204A)in Buffalo Township,Washington County,Pa., fronting together 200 feet on the public road and extending back 250 feet. Upon which is erected a one story brick dwelling house witH! integral garage. See deed of Lawrence C.Ely et ux.et al.to C.Milton Clark and Marjorie W.Clark,his wife,dated Aug.2,1957 and recorded in Oeed Book 1000 page 463.C.Milton Clark died March 24,1970. 13637 25 1711 24 54 00 138 60 13 50 167 00 114 25 76 59 8 00 $39918 812\. I 198 shares Pittsburgh National Cprporation capital stock @68 7/8 Household furniture and furnishings Old gold and watches Additional income: Pittsburgh National Corp.-dividend check dated 1/5/71 Observer Pub.Co.-refund subscription McCartney Ins.Agency -refund Homeowners Ins.Policy Protection Mutual Ins.Co.of Pa.-refund medical ins. policy Bankers Life &Casualty Co.-refund medical ins.pOlicies Medicare -reimbursement for doctor bills paid TOTAL 20000 00 oZ~-3t (,.3-7/-11 Inventory and Appraisement IN THE ESTATE OF MARJORIE CLARK a/k/a ...~~~.9.~;J;.~W.~9.~f\g~. Filed 19 . -..:s'-•r ....~...........::~.:0C/)'11j ~::z:..l7J ~----.....::?(/")(,., ,-.~-l (I") ~(h r.~......_,"":"v ~'- ~c; C")"""":1 ;--...a v---. ..4 ......:--.::.-.,;..;:::::.',v r--:::::--""'::0.~•0')0 =::::,. ~ ...,~~..... -t}.. -..."..--~ ~ ---c..::;, ----..-. -r-....f f--'-'"~(./ r-_....-J ..... t l ~f;?!~'.~7:~]dYa~SHE~~/IO q il-. .SIEGEL_'~SQ-..... STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,depose and say that the above account as started is true and correct as he verily believe. Sworn and subscribed be'fore me this ~.?~~. do,>"of :JulY-19-7l . Ci2t~~~~----~:~~N'WASHINGTON CO..PA. My Commission Expires February 27,1976 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 R~e 03fCourt,as evidence by proofs thereof filed to No.."3..--::'ll~..8.0 . Witness my hand and official seal thiS.3~_..._....... day Of.VVJ~~..~---------.-----\WI--_----.--;-19~t--- ........~..lllJ)JUM~... Register of Wills ciZ 'li ..1,",(:\, Pi','.'".,U '>.J ;,.);'!!•REo{'I('.:;"c'.'.,•.';,:,;N())~lvll'Pn~III -<\If""!ILVrASHIUr.-.'.;.I LS J I,.~ION en v"PA. 'It!''''''"' " i j of" ~------.----:;-r:---__" '~. ~~::::...---.;..-~------ ..~ .... FI"RST AND FINAL ACCOUNT of James M.McDowell,Executor of Estate of MARJORIE CLARK a/k/a MARJORIE W.CLARK,late of Buffalo Township,Washington County, Pennsylvania. THE ACCOUNTANT CHARGES HIMSELF AS FOLLOWS: Inventory and l\ppraisement: PERSONALTY REALTY Income received: $39,918,82 20,000.00 59,918.82 Pittsburgh National Bank -interest on savings account $276.35 Mellon National Bank &Trust Co.- interest Certificate on deposit 250.00 Pittsburgh National Bank -Int. Certificate on deposit 90.08 U.S.Series H.Bonds -interest 121.70 century Fed.Savings &Loan Assn.- interest Savings Acct.#35770 167.54 First State Savings &Loan Assn.-into Savings Acct.#30757179.59 Gain on conversion of assets: 198 shares Pittsburgh Nat.Corp.cap. stk: Sold for $14,026.87 appaised at 11,637.25 Real estate -Lots 9 and 10 Howard L. Ely Plan: 1,085.26 389.62 Sold for Appraised at To errors in Inventory: Household furniture &furnishings: Sold for Appraised at Old gold watches: Sold for Appraised at $20,000.00 20,000.00 $1711.94 1711.24 $61.70 54.00 $.70 7.70 -0- 8.40 TOTAL DEBITS 61,402.10 TOTAL CREDITS 15,732.46 BALANCE $45,669.64 THE ACCOUNTANT CLAIMS CREDITS AS FOLLOWS: 1971 Jan.Taylorstown Nat.Gas Co.Account due -gas 91.45 West Penn Power Co. Bell Tele.Co.of Pa. " " " " -elec. -tel. 18.79 12.93 5 Brownlee Funeral Home Burial expense 1694.50 ..,... 1971 Jan.5 Rev.Donald Parker Officiating at funeral 10 S.B.McWreath Dairy Account due 18 Gimbels Dept.Store Je*elry Appraisal 19 McCartney Ins.Agency Ins.on house $74.00 Pro rate premium recd.from Buyers 57.00 35.00 1.85 7.50 17.00 Loren W.Carl Agency 20 Kurtz Monument Co. Feb.19 Mr.and Mrs.John E. Gunn Mar.15 Observer Pub.Co. W.Richard Burig 29 Commonwealth of Pa. Apr.9 Gladys C.Auld 14 Recorder of Deeds Appraisal real estate Grave marker custodial care of house Advertise letters Trash removal 2 death certificates Notary fee on deed 1/2 transfer tax on deed 50.00 125.00 60.00 14.00 15.00 4.00 1.00 200.00 Earle E.Burig et ux.Estate's share 1971 real estate tax 81.21 July 2 James M.McDowell Out of pocket Tele.calls Postage Travel expo expense: $26.01 11.22 63.00 100.23 19 Margaret Bails Notary fees 5.00 Patricia Scheweinebraten Witness to Will 10.00 Sherman H.Siegel 1971 Jan.5 Reg.of Wills Wash.Co.Rep. Apr.23 Reg.of Wills James M.McDowell Sherman H.Siegel Register of Wills Mar.15 Russell Marino,Agent: alc Inheritance tax Less 5%discount ,.f- Reimbursement: Probate costs $23.50 Advt.letters 14.00 Inv.&5 certifg.12.00 Executor's commission Attorney's fees Filing this Account $7350.00 367.50 49.50 3070.00 3070.00 16.00 $8749.96 6982.50 $15732.46 Washington County·Reports Washington;Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA 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 officia[legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTSwas 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 advertisement 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: .......~~.~~.~E.Y...14..1.....?l.??..?.",!?..?..~. Estate Notices The Register of WiUs 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 having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. •• •••••••• •• ••••• CLARK.MARJORIE,a;/k/a MARJO-RIE W.CLARK,Dec d. Late of Buffalo Township,Washing- ton County,Penna.Executor:James M.McDowell,211 Indiana Drive,Glenshaw,Pa.1511~15Attorney:Sherman H.Sleg~l,Washington Trust Bldg"Washmgton. Pa. that the affiant or the corporation in behalf of which he is acting is not interested in the sUibject matter of said notice or advertising and that all of the~g=~,fum offUlavR M to "'~j;;OC7!!'Fdt/'L~ Sworn to.nd"-bef~:~,.~~~~ .....?!?..!.!}day of ~.~~~~.E.Y.,19 ?.~..~-~.~ ~c~r.:-::~~'~T.:::",,~ N;;t3.~j r..·..;J:lI.:,,,·_:.:..:;~[t:i.,'..~~I..l[t:::.·;'~~. My Comm;s3ion Expires Jt:iy 1.l"Jft I Observer -Reportet..... WASHINGTON,PENNSY,LVANIA PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,S5:. Personally ap·pear·ed before me,a Notary Public in and for said County Richard S.Cowan ..and State,,who bemg duly s,worn according to law,deposes ,and says that he is the ..vi.c.e..~.p..r..e.$.{.Q.~.p..:t of the Observer Publishing Company,a P>ennsylvania corporation,and its agent in this behalf;that the said Company is.the owner and publisher of the Observer-Reporter,successor to The Washington Observer,established Sep-tembe,r 18,1871,and The Washington Reporter,established August 15, 1808,a daily news'paper of general circulation,printed and publis,hed and having its place of business at Washington,Washington County,Pennsyl. vania,where it or its predecessors have been established and published continuollsIy for more than six months prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a 'copy of an official advertisement,official notice,legal notice or legal advertis,emeni,exactly as printed or published in the Ob£lerver·Reporter in its regula.r editions on the following d,ate or dates;__.. ..................................J.~f.l.~~.r:.Y.~.~.,~.~__~.n.:9 ??'~.?..?..~__. that neithe·r th!e affiant nor the Observer Publishing Company is interested in the subject matter of s,aid notice or advertising and that all of the all-ega- ~~n:~;thi'af""vli .,to tho ti~01~alioo Sworn to and subscribed before me this__2.5....day of.J.~.l1:~.~.ry.__.J971~~~:ST~~~ WASt-1\ilGfJlI.\':,\~Hli~GTON COUNTY MY COMMISSION EXPjRES MAY 6.1977 EXECUT'OR'SNOTICEESTATEOFMARJORIECLARK a/k/a MARJORIE W.CLARK,de-ceased late of Buffalo TownshipLettersTestamentaryuponthe above estate having been grantedtotheundersigned,all persons hav- ing claims against the estate arerequestedtomakeknownthesametotheundersignedorhisattorneyandallpersonsindebtedtothede- cedent are requested to make pay·ment to the undersigned without delay.James M.McDowell 211 Indiana Drivedlenshaw,Penna.15116 ExecutorShermanH.Siegel,Esq. 215 Washington Trust Bldg.Washington,Pennsylvania Attorney "'1108-Mon-3t III :t4~<1rnurt nf Qrnmmuu 'l~aa nf lIaaqiugtnu <1rnuuty (@rpqaun'O!nurt llliuiainu In the mllitter of the Audit of Account in j Estllite of_::.:.:M~a~r:....JL:·o=.:r=-=i..::::e:........;:C::..:l=..:a::::.r=...:..:k:........;:a:L!-=k.;.,!~a~1 Marjorie W.Clark,deceased TO THE AUDITLNG JUDGE: 11 of 1971 A.A.No.,__~~ AccountantmyEnter,appearance for -'-------,-- -..L1-J,7__,day of__--"S...,e""'p/;!--"tw.l--"19-1i N.B.-Counsel shall,by separwte 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 plliper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. ..-;'''\",,'I ~ r;r-.u'~it-I- t 7I ~EP ')Pl.to)..-1 r.-~~~I~l j 9 56 11 of 1971 A.A. NO.-=== In re Audit of Account in Est3!te of· HUSSF:.~1;/,NO nEG ISI LR 0F VII t LS VI AS1-11 N',;T0tJ co..PA.. MARJORIE CLARKa/k/a MARJORIE w.CLARK,deceased AUDIT 'rartipr fnr !\ppraraurr FOR James M.McDowell,Executor ShermanH.Siegel,"Esquire Attorney ,.;,: PETITiON SUR AUDI.T....'.~."iN THE ORPHANS'COURT OF WASHINGTON COUNTY 'l'estate Form Ijl '!II:..-'""". B;ite of.....~g~.9.g.~.~...<;:~~g~...~!~l~.}~~.'!.Q~~~.,.. W.'CLARK......"1'-----------_. No.,}.~..:?~~??.~~.:~.~. Deceased Date of Date of Decedent's death P.§.9.§JI\!?§.~?~.t J..~}.Q Grant of Letters '!.~!.1.~~.~y ~.(~.~.?~. .This is the f..:h;:J;".!?t 9.n.g f.Jn.iil,J.~account filed in,this estate If there have been former accounts filed in this estate,list fife number or number and term . NONE Election to take NONE ~~~K&MOOM~~~X~~*ooM Dote Election Place of; Filed ,Record . Name of surviving spouse ~.~~9.~g.~~.~.~~~.~~~.~~.~~.::, List issue,where material: NONE ...........---____-_----_-.:._-__--___-.-_.._. Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate) 'K~xNo.If answer yes,nome them . Interest Fiduciary,if deceased or not sui juris 1/4 residue 1/4 residue 1/4.residue 1/4 residue None Relationship Nephew Nephew Sister-in-lawMaryE.McCracken Leg,atees John Gratten McDowell James M.McDowell John R.McDowell List,if exceptions to above:.A'deemed:Revoked:Lapsed:Abated:Give Couse: Clarence Milton Clark,husband of decedent,died March 24,1970. If partial intestacy,give facts: NONE Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call.of audit?Yes.~ If any exception give cause:~.?.~.~:?.~p..~.~~.~~. File copy of Notice ' and dote of maiIing ~~.~~:?~..9.~..~~9.~~~.~.~~.~~..'.~~.~~.~.~~~.!~.?~.~.L..~~.~y.~~~~.~:?~..~.~. attached hereto. 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. Is estate subject to the filing of a Federal Estate Tax Return?.....~.?............................................................................ft~r . Act,udal J.1aym~ntlm5ade Qn Pennsylvania Transfer Inheritance Tax,Amount $}.~.?Q.!.Q.Q..jJ~§.§...~.R1.!.~.Q...g.i~.Qount)pa:tc.MarCh ,1~7l..t If t~e Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant......................~ NONE I..........................................................................................................................................................................................r' II NONE Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudicationl and a statement of any other facts deemed necessary for the preparation of the adjudication: NONE Balance for distribution per accountl Itemize any additional debits not shown by account: (See Schedule Attached) $...4.?.L.9.R.~.:.R.4........•.... 529.32 II Itj- t,~i~ §rI:ij~.I.' I 46,198.96 Total additional debits (Add) Itemize any additional credits not shown by account: $ -. 1.16(See Schedule attached) James M.McDowell,Executor -add1.Executor's commission $26.47 Sherman H.Siegel,Esquire -balance counsel fees 25.00 $51.47 Total additional credits (Subtract)$. Balance for distribution $1f:?/J:.~.?.•..~.Q . Less additional $51.47 $46,146.33 If balance for dis!ribution is npt in cash/list each item held in kind,giving appraised Value (or distribution Value);l:. Balance in cash 1"' '1ii , -;:'r'."-,-..,-...4 :::."~'v ""'.'"" IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA (ORPHANS'COURT DIVISION) IN RE: ESTATE OF MARJORIE CLARK a/k/a MARJORIE W.CLARK, deceased ).NO.11 of 1971 A. A. ... Balance for distribution per Account Itemize additional debits not shown by account: 1971 Sept.1 Mellon National Bank &Trust Co.- Interest on Certificates I26536 and C02311 $41.66 $45,669.64 U.S.Series H.Bonds -interest to Sept.1,1971 123.70 15 Century Federal Savings &Loan Assn.- Interest on Savings Acct.#35770 153.63 First State Savings &Loan Assn.- Interest on Savings Acct.#30757 ..210.33 Itemize additional credits not shown by account: 1971 Sept.3 Mellon National Bank &Trust Co.- Postage and insurance to deliver five U.S.A.Series H Bonds Balance for distribution (See additional credits on Audit petition) New balance for distribution 529.32 $46,198.96 1.16 $46,197.80 51.47 $46,146.33 .''. --J \ '.. If Family Exemption claimed by Petition,give place of Record:None...c.1ai.med ·. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. None claimed. List any advancement or distribution on account that has been made,and nature and amount of same: John R.McDowell James M.McDowell John Gratten McDowell Mary E.McCracken See Receipts attached. $200.00 235.00 132.00 15.00 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: After payment of audit costs and balance cf inheritance taxes,if any, paid.1/4th each to residuary legatees,credit to betaken for items of personal property distributed as per receipts attached: John R.McDowell -1/4th less $200.00 James M.McDowell -1/4th less $235.00 John Gratten McDowell -1/4th less $132.00 Mary E.McCracken--l/4th less $15.00 COUNTY OF WASHINGTON,SS: COMMONWEALTH_OF PENNS'(L~ANIA..c.::>.~.~ The above named Fiduciary or representative thereof, residue being duly s.wo.rn doth depose and say that the facts set forth in the foregoing peti-tion are true to the best of .his knowledge and belief.. ··Sw.Q~n .-to and subscribed before me this...lf:/t!oay.of Se.p.temb.er 19.:zl.. Signature of Office9YJ.~~.~ . . -";~;~~h=BAIL I Notary Public - Title of Officer YlAS.HiN?ffb'N:WA ~_.~~.""•••••••~••••••• ....My Commission Expires Febrtlary 27,19nti'Office expires . And your petitioner will ever pray,etc. r (". '- ,.1: No..*J 9.~J.~.7.J b.:b.:. Estate of.Mb.:B~.QEJ.~..~~b1~~~!5L.§.I'··~I ...•.', f\I), MARJORIE W.CLARK .................................................................................. Deceased "7 I ('...~.,#'n-,t'~#.'1I.'.A~1~~.~9 ·55 ,.,, J, ~ T j Fjduciary -!..M1~R M.~M.9.QQXi{F;1.~.&. Executor PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:po rag ra ph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case.. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or on attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters i,f 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. SHERMAN H.SIEGEL,ESQUIRE ............................................................................................. Attorney RUSSt~:.:..i.:,\HINO REel STEi(!.J f \'/1 LLS VfASHHjGTON GO.,PA. ~l ""-_._,.. ,,SHERMAN H.SIEGEL ATTORNEY AT LAW WASHINGTON,PENNSYLVANIA t > WASHINGTON TRUST BUILDING IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA :.1''; PLEASE TAKE NOTICE that the Account of James M.McDowell, Executor of the above captioned Estate I has been filed in the Office of the Register of Wilts of Washington County,Pa.J at the above Number,and that the same will be called for audit before the Orphan,;I Court at Washington,Fa.J at the Session of said Couri beginning Friday, Sept.17,1971 at 10:00 o'clock A.M .•at which timt~and place you rnay appear and be heard,if you so desire. NOTICE OF FILING ACCOUNT AND AUDIT Mr.John Gratten McDowell Box 283,R.D.#5 Washington,Penna. t,", ~- i. ,..::-::. ...;.t .1,,', 11 OF 19 71,A.A.NO. ) CLARK a/k/a ) W.CLARK,deceased ) ) MARJORIE MARJORIE IN HE: ESTATE OF To Dated at Washington,Pa., August 17,1971. SHERMAN H.SIEGEL, Attorney for Accountant. P.S.Copy of First and Final Account enclosed herewith. Notice of Audit.and..Copy_of..Firs.t ..and_FinaLA.ccount mailed August 16, 1971: Mr.John Gratten McDowell Mr.James M.McDwwell Mr.John R.McDowell Mrs.Mary E.McCracken Box 283,R.D.#5 Washington,Penna. 211 Indiana Drive Glenshaw,Penna. 2151 Laketon Road Pittsburgh,Penna. 306 American Gold Star Home Long Beach,California 90810 ...'ii t-..J:E ::~l>rn~......,r~,......-,c:rT1 v ~~(()"-';::'._.:L ((){;..r ~--!-j ........>~-rri ;..:-::::.::>~"O'>.';:u _.t~.,J -1 '"':::>0 :>::0' :<:"'-1 ::-::::::;,~ o :E ::'00_:::.__';.0 ~......~- ""'Or-0 U"1»(f)en t J ~u t4t QIum uf QIummnu Jltns uf IIns~iu!ltnu QIuuuty, 'ruusylttnuiu,(@rplJuus'QIuurt Bittisinu ESTATE OF No.63-71-11 !viar 1m·i.e Clark..a/k/a In the matter of the First and Final Marjorie W.Clark, deceased Account of_J_a_rn_e_s_M_,,,--M_c_D_o_w_e_l_l _ Executor ADJUDICATION AND DECREE And now September ,19~,this matter came on for hearing, audit and distribution at this session and testimony t ken;and thereupon,upon due consideration thereof t'3.galance for distribution in 'the hands of the Accountant is determined to be $ij,6,1 .33 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 accQunt _ Additional debit asked at audit 529.32 $4$,669.64 $46,198.96 1441.16 ! 14J..J.1.15 No balance 52,00 329.71 $14-5,764.62 ~:::J../-'!)~;;. 1441.16 ~'r--- Deduct Clerk's Costs &Receipts _ Attomey S_h_e_r_rrl_a_n_H_,_S_i_e..;;;g;..e_l _ Additional credit asked at audit Balance 1 John R,McDowell,nephew,1/4 residue,including cash and household goods and furnishings ad- vanced in the amount of $200,00 prior to dis- tributbn by the Court, James M,McDowell,nephew,1/4 residue,in- cluding cash Bnd household goods and furnishings advanced in the amount of $235,00 prior to dis- tribution by the Court, John Gratten McDowell,1/4 residue,including cash and household goods and furnishings ad- vanced in the amount of $132,00 prior to dis- tribution by the Court, Mary E,McCracken,sister-in-law,1/4 residue, including cash and household goods and furn- ishings advanced in t he amount of $15.00 prior to distribution by the Court, Russell Marino,Agent,transfer inheritance tax, ·J '- /' No. In the matter of the'- Aceountof of Estate of ~-',:~\"t,l 1 _l I '7 I~SEP ?n M\9 55 RUS~~ELL :;i:'t-\\N0 11EG\S11:R 0F \'1\l.LS WASHHh,TON CO.,PA. ,. T- '- '- L r ~' " A~ju~itatintt au~irtrrr y L.' L.'-,'-'- :1 ---'--'-.'.. \.. ~\R~« ~a \.. ~~ ... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNi ORPHANS'COURT DNISION J Sherman H.Siegel.Mr.Siegel? f or the audit of this account.The decedent died testate,leaving the deceased.The Executor is James M.McDowell and the attorney is ( ) ( ) ( .No.11 of 1971 ) ( ) ( HEARING ON AUDIT If Your Honor please,I have the necessary papells Estate of INRE: TIME:Friday,September 17,1971 ,at 10:00 0 I clock A.M.,11 EDST. BEFORE:The Honorable p.VINCENT MARINO,Judge of the said Court. MARJORIE CLARK,a/k/a MARJORIE W.CLARK, MR.SIEGEL: Deceased. APPEARANCES:SHERMAN H.SIEGEL,Esq.,qf Washington,Pa., representing the Accountant. THE COURT:Number 11 of 1971,the estate of Marjorie Clark, -/1 <, -II ~z«>.J)0-IIIZ ZIIIII. i 0 ""CJz I i:III«:: .:u« ""-!!!0 .J«§ Q::J., :z:I-"N aiII:III ""II:0II.1:1II: ""II:::J 0U .J«ti ii: ~ IL0 -1\ residue of her estate unto her two nephews and a sister-in-law and another person whom she had brought up during her lifetime.Her husband had predeceased her.The balance of this estate is in cash. There are no creditors.There have been some advancements of 2~'--q---------------""----------------1--- furniture.Your Honor.receipts for which I have.But I was not able to locate the same at the time of this audit,so I ask leave to furnish those receipts for the Court.Other than that,the distribution will b to the four heirs.less the advancements for the furniture items. THE COURT:Is there anyone else in Court interested in this decedent's estate? cause is hereby approved and directed to be filed. nd (NO RESPONSE) (A UDIT CLOSED) The audit of this accou nt is ordered closed by the ~z0(>..I>-l/l~THE COURT: III/l, io·Court...CIZ~~ .,:o~I hereby certify that the proceedings and evidence are contained fully l/lQ . ~.and accurately in the notes taken by me on the hearing of the above cause. §. o~that this copy is a correct transcript of the same. xI:.til iiiII:III..II:oII.IIIII:..II::Joo ..I0(u The foregoing record of the proceedings upon the hearing of the abovii:ILo ,..~ J.j I ~,1 ..J "J.t....~",..'.:..~ . ,. 1 (....~.....(~[.1"IL~.1".(",,I ....1:'j L , I ~ ...;"...._~.'';J:, !;. .J ....4 .•·... _..,I:;;J ..:~...'•.,..1 1 ,J' ("-,'".~;, ""',Iij , j -\,~t 1(;-...... , " ...\....- OJ (f):<t--.t a..'""--1 ;.:0 <;..:' ::4- ~~, C r~ J :; C.l: ,.-"-(.'').,,:r.;;:,:-0 V)c.a l.Ll ~~.::;-.-- , ._1 _f '" .'. ., .1 ~....... J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA (ORPHANS'COURT DIVISION) IN RE: ESTATE OF MARJORIE CLARK a/k/a NO.63-71-11 MARJORIE W.CLARK, deceased PAY TRANSCRIPT The undersigned hereby acknowledge to have received of James M.McDowell,Executor of the Estate of Marjorie Clark a/k/a Marjorie W.Clark,deceased,payment in fUll,in accordance with Schedule of Distribution of the Court dated September 17, 1971. Russell 329.71 $ Russell Marino,Clerk, costs Russell Marino,Agent, transfer inheritance tax John R.McDowell,nephew, 1/4 residue James M.McDowell,nephew, 1/4 residue John Grattan McDowell, 1/4 residue 11441.15 McDowell Mary E.McCracken,sister-in-I law,1/4 residue 11441.15 ~~~~~~LL~~~~~~ \ \\ \\ • .~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA (ORPHANS'COURT DIVISION) IN RE: ESTATE OF MARJORIE CLARK a/k/a MARJORIE W.CLARK, deceased NO. R E C E I P T RECEIVED of James M.McDowell,Executor under the Will of Marjorie Clark a/k/a Marjorie W.Clark,deceased, items of household furniture having an appraised value of $132.00, the value of same to be deducted from my residuary share of said \,estate at the time of distrH>ution. WITNESS my hand and seal this July,1971. McDOWELL day of "r: C'''"'U).:.:;r <.t :"':::_J Q- "".....J.....c> I_-.-'-Q ..,.?:L..... Ii' ...". .;or"'"......-.....I::>4_...~,;t';;;;,~'C i''''.....,~r.c::'}-:I'.~,',_.~"J LU r,';':' b~_..,A MU 1---:7:" Ceo::U')v) we:.::U}::r:: :c ::::>C"1 rJ)c:::1.lJ « !, ,.......,c:::5:r--'*wJ'_",. \ •, IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA (ORPHANS'COURT DIVISION) IN RE: ESTATE OF MARJORIE CLARK a/k/a NO. MARJORIE W.CLARK, deceased RECEIPT RECEIVED of James M.McDowell,Executor under the Will of Marjorie W.Clark a/k/a Marjorie Clark,deceased,items of household furniture having an appraised value of $200.00,the value of same to be deducted from my residuary share of said estate at the time of distribution. WITNESS my hand and seal this .:t..:3~day of July,1971. ~~N R.McDOWELL ::.:.. .';.. (/;f <::~-:;j __i a...-............J..~._..--<;:):.:~(.) -U._Z(J C':I;C"'1---....-~-!L:.J ,-f)Lw 1--Z(I)(j) (Ii 0 en:::>cr.::lJ.J .~r..::::r,~_... "10 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA (ORPHANS'COURT DIVISION) IN RE: ESTATE OF MARJORIE CLARK a/k/a NO. MARJORIE W.CLARK, deceased RECETPT RECEIVED of James M.McDowell,Executor under the will of Marjorie Clark a/k/a Marjorie W.Clark,deceased,items of household furniture having an appraised value of $235.00,the value of same to be deducted from my residuary share of said estate at the time of distribution. WITNESS my hand and seal this L3 day of July, 1971. <::r f'....,/en «0 --I CLZ-1C""'~ :.::......0<-::...--:>----<--"._..-'~- """':_c [;•.l:t (.~Z Gr~"·'.~_J ~~l-><>..'~r-··I ~--,-j r-'C-',....:-lJ ~"-;.~•..A.~...,t c/J r,j)t::r.::=f):r.:"'CC :::)Co'(/)--.",~t.....W <:1;a:::.c,:-.,...""-I ~~L~l_,t""- '" .."\. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA (ORPHANS'COURT DIVISION) IN RE: ESTATE OF MARJORIE CLARK a/k/a MARJORIE W.CLARK, deceased NO. 'RECEIPT RECEIVED of James M.McDowell,Executor under the Will of Marjorie Clark a/k/a Marjorie W.Clark,deceased,items of household furniture having an appraised value of $15.00,the value of same to be deducted from my residuary share of said estate at the time of distribution. WITNESS my hand and seal this ··.:9/d day of July,1971. ;..;i " ---------------------------------------------. RESIDENT DECEDENT j COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF .NASHING.TO'N ,. IMPORTANT:This return mus t 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.) ~R;~~~;~~f~~;;;:;~N.,}::::::;:OF Late of ......~~.~..~.~.~?':['?!~~.~~.R...'..~~.~.?~.~.~.!.:?.IlJounty ~lS'mX1{()B{X :::.::r-:::::::::i:~::~=~~:=~}p, JAMES M.McDOWELL..............................................................................,,. of the estate of the above-named decedent being duly sworn,deposeS and say S Executor copy of which is hereto attached.}......19..7..9 .1 testate leaving a last will, (llay).(Year)l ~*~ Sherman H.Siegel,Esquire 'Decedent djed ..P..~.G~m.P~+'..............~JL (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be 215 Washington Trust Bldg.mailed.."washIngton,'PennsyIvariIaT530I .. That as such ~.~~S.~.~.9.;:deponent is familiar with the affairs of said estate and the property con- (Executor-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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPosiT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the follOWing,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savingS banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left 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 instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,With interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date ~f'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 locati~n,'and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth 'in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a CORY of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's.death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also c·ontains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made &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 .....{t.fi1l......... WASHINGTO ASHINGTON co..PA.•.. My Commissian Expires:February 27,197fi (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the'affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and Unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. !RCC'34 (Hl4) •COMMONWEALTH OF PENNSYLVANIA~EP-ART."'ENTOF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE ICA" REAL PROPERTY ~. ~ Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property hf'ld 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 Commo[lwealth of Pennsylvonla should be described by lot and block number,street and street number,together with a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. Lots 9 and 10 Howard R.Ely Plan of Lots (Plan Book 7 page 204 A)in Buffalo Township,Washington County,Pa.,fronting (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In th Is 5 poce) together 200 feet on the public road and extpnding back 250 feet. UPON WHICH is erected a one story brick dwelling house with integral garage. SEE DEED of Lawrence C.Ely et ux.etal. to C.Milton Clark and Marjorie W.Clark r his wife,dated Aug.2,1957,and recorded in Deed Book 1000 page 463.C.Milton Clark died March 24,1970. 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. tJ-K.7hJ~ 20,000..00 20,000.00 ~o 000.00( RCC'-35 .'C'OMtvtoNWEALTH OF PENNSYLVANI <\ TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time Of-llis 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,paiJlti/lgs~automobiles,boats,etc.) Intangible personal property)such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with sccrued 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 thl1e of death,should be listed in this schedule. I tern No. 1. 2. 3. 4. 5. 6. 7. 8. ITEM List and describe fully Cash in house Pittsburgh National Bank -Savings Acct. No.708304 Pittsburgh National Bank -Checking Acct. Mellon National Bank &Trust Co.- Checking Acct. Mellon National Bank &'Trust Co.-C/D 126536 n/o C.M.Clark or Marjorie W. Clark dated March 30,1966 Mellon National Bank &Trust Co.-C/D C02311 n/o C.M.Clark or Marjorie W. Clark dated Aug.11,1969 Pittsburgh National Bank -C/D 19811 n/o C.M.Clark or Marjorie W.Clark dated April 4,1967 5 U.S.Series H Bonds n/o Mrs.Marjorie W.Clark ($1.000.00 each issued Sept, 1958) UNIT ESTIMATED VALUE MARKEl'VALUE ..~/ft!1~r; in-2233.90 4000.00 1000.00 2000.00 5000.00 DEPARTMENT VALUATION (Do not write in this space) S":J-J../7.'-f I( ~4'--lie.<tt, 'fOOO.06 I C)OO.<9 ()I ~OOD.00( 9. 10. 11. 12. 198 shares Pittsburgh National Corporation capital stock @68 7/8 Household furnishings and furniture Old gold and watches Additional Income:./ Pittsburgh National Corp.-dividend Check dated 1/5/71 Observer Pub.Co.-refund subscription McCartney Insurance Agency -refund Homeowners Insurance Policy Protection Mutual Ins.Co.of Pa.- refund medical insurance policy Bankers Life &Casualty Co.-refund medical insurance policies Medicare -reimbursement for doctor bills paid In-})~13637.25 ~.1.1711.24 ~~/54.00 t1/{/113':138 • 60 tfK:,"/}ft"13 . 50 t.9f;jn3.167.00 &f;~)"'114.25 OIl.ffJJ:76 • 59 OfL.yn.1.8.00 )J/C37.~ 11 711 .::2.i ~'loo ,J.J ~.10 0 l~.S'D Jh 7·oD /J Lj.~s- 7'..5-9 2';06 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 39918.82 r--- I ~CC-36 ~~~ONWEALTH OF PENNSYIRANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TRA.NSFEP.S (1)Did decedent,within two years (Jfdeath,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)~~~~O~__ (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 I 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)__~~~~O~__ (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)-...,])i~~f(;O:l---- (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__-"N-'..o:=:....._ (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 1ifetime make a tra.nsfer,the consideration for which was transferee's promise to pay income to or for the benefit of'care of transferor?(Answer yes or no)-4.'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 al tel',amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)No (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_,_---- NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION NON E MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"colwnn on the last page of this return.NONE ~J""".,COMMONWEALTH OF PENNSYLVANIA rHANS}""'ER INHERITANCE TAX RF.SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRFCTIONS:This schedule must disclose 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 entireties,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 of state real estate value in estate valuation column.Personal ,property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name I unit Address and Relationship of Co-Owners,and Place Value of Record of Instrt~ent,where Real Estate.I NON E percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Insert this total opposite "Jointly Owned Property",Schedule ,"E" in the "As Reported"column on the last page of this return.NONE r RCO-J7.(12-63),, (,O~fMONWEALTH OF PENNSYYLANIA TRANsFER.-INHERITANCE TAX •RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH John R.McDowell ')11:;1 T .,.~."3;:1 Pittsburgh,Penna.15221 Nephew yes 1/4 residue James M.McDowell "-.!..!.U.L.!.VC 1/4Glenshaw.Penna.15116 Nephew yes residue uonn Grat:t:en lV!CJJOwel.l. 'Rf'\V ?Q ":l 'D T\:IU; Washington,Penna.15301 Nephew yes 1/4 residue Ma..L'y .c..!.!~\...L 306 ~merican Gold star Home Long Beach,California 908H Sister-in-law yes 1/4 residue ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ------------------~~~~-,~.~~"~~.,'~~,--,_._-- OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT MARJORIE CLARK a/k/a MARJORIE W.CLARK, (Executor-Administrator must complete "As Reported"column #1.) C1 ....,'"t:i ~ "1 "1 (b (b 0 ~"1 E..CIl ::l CIl CIl '"0....,....,::l '"t:i(b E.."1 "1 ~'"0x'"t:i '1;j~(bC"'"1 "1 CP 0 ~'1;j tr:t (b"1 '".........'<:~.....(b .- Year . D<THE !No. Will Administration Deceased Late of ,..l:3l,l,f,f;;t],..o'r.oWI1,$l1,i,.p ~EPORT AND APPRAISAL Commonwealth of Pennsylvania County of Washington C/)c ~ ~:>~ W C/)C/)0-<: n n?"?"?" q oj ~• '\1 d •.0J NG1.:.;i'l IHS'ViI\ 5'111.'\::IG UjI<:)![J3H or\:~_(":'~'~-.~~~'3:;n{.1 -<h-<h -(h -<h U1~lie Z~000:;:s 0:lD00 I!V -<h-<h :W:L\J ........:~:o:>~:b '"""':0 ~000 (b::::.~~.~-00:0 "1rvo(i).'c..--- j ,,i ri , VVc;['SIl~OlTf-reTIIn::i:r.L v c;[IrJ:-d !'"'",,- SHERMAN H.SIE~E.L~·,;E·pq.h·1 215 Washington Trust BId'g. 6J 2i ~Id L~i.idV I L ,~~ ~"-~ ~ -(h-<h-<h~ ~Qj>...,~.J:); 'C)0 ~___ :-0 r.:~~03---,"5':~()r.:'PO-=:,; t THE SUM OF '...........$. Form RC ColO J'~-'~'."OFFICE OF THE.~A REGISTER OF WILLS WASHINGTONOF COUNTY AND AGENT OF THE COMMONWEALTH ~3~/l-ll STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN DATE APPROVED . Register of Wills.Agent J INHERIT...NCE T"'X PURPOSES. ESTATE OF rmRJORIE CLARK a/k/a L....TE OF Buffalo Township MARJORIE W.CLARK H Dec.28,1970DATEOFFIL.ING APPRAISEMENT D...TS OF DEAT _-=::..::;,.;::....:...-...::...::...J:..-:::...:.-.:.....=._ DATE NO.OF NAME OF PAVEE REMARKS AMOUNTVOUCH""T-9 [7 1 Natural Gas Co. Jan.Taylorstown %Kt~XX~MX Account due 91 45 West Penn Power Co.s:"lR 7Q Bell Tele.Co.of Pa."II 12 93 5 Brownlee Funeral Home Burial expense 1694 50 Rev Donald P~l'''Jcpr nr-F;....~:<'I+-;nrT ""+-~.,~r.:nn. 10 S.B.McWreath Dairy Account due 1 HIl hR 11.:;mho1 Q nr:mt ,.,-.T""'to7""1 't"''\T '1\~~--;Cl "",.,c:n 19 McCartney Ins.Agency ~ns.on house $74.00I,.,L ~ ...."-"...........--.1::''''.:;;u........"'....... from Buyers 57.00 17 00 Loren w.Carl Agency l!\ppraisal real estate 50 00 20 Kurtz Monument Co I-m;:lrkAr 1?E:;Inn Feb.19 Mr.and Mrs.John E.Gunn custodial care of house 60 00 I Mar.15 Observer Pub.Company ~dvertise letters 14 00I W.Richard Burig Tlrash removal 15 00 29 Commonwealth of Penna.?death certificates 4 00 Apr.9 Gladys C.Auld ':Jotary fee on deed 1 00 14 Recorder of Deeds ~/2 transfer tax on deed 200 00 ~state's share 1971 real -Earle E.Burig et ux.t-""Vt:!lO ~,~')'1 --...:::J Julv 2 James M.McDowell hut of Dockp-t . Telephone calls $26.01 '1"\~.--"-"...........:::/"-.........', Travel expo 63.00 100 23 - ~Iargaret Bails ~otary fees 5 00 ~atricia Scheweinebraten Ivi tness to will 10 00 Sherman H.SJ.ege1 Reimbursement for: 110'71 D'an.-5 Reg.of Wills brobate costs $23.50II V'ia::sn.\.,,;u.r;.'=Pl:>.~UV'C...l.\::~~'t:a.i:>.l.,*.uu I !Apr.23 Reg.of Wills &Sht.certif.12.00 49 50nv. I (cur~·l·lJ.'Ii Ul"';.u) ------------------HEREBV CERTIFY.THAT.TO THE BEaT OF MV KNOWLe:OGE AND BELIEF.THE FOREGOING 1~~Itrr.T~~'lfltTEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSD OPO ADMINISTRATION SUBMITTED TO THE ESTATE OF DECEASED.AS DEDUCTIONS FOR 19~'m.~[)~L.S') SWORN AND ~BICRIBED BEFORE ME THIS -71:---D...V OP'I'~iI:t-~..- -~::'~~~~N.B~~LsS,Notary Pub/it: 18"C H'NGTON"If ommission Ex .eo"PA:,pIres FebT'lary 27,.Jg7£s ESTATE OF MARJORIE CLARK LATE OF aUffalQ TGWAShip Form RCC·lO ••jl_OFFICE OF THE I ~REGISTER OF WILLS WASHINGTONOF COUNTY AND AGENT OF THE COMMONWEALTH CONTINUED.- STATEMENT OF DEBTS AND DEDUCTIONS --- DATE DEDUCTIONS ALLOWED IN Register of Wills,Ag.~ DATE OF FILING APPRAISEMENT DATS OF DEATH Dec.28,1970 ----------------------H£REBY CERTIFY.THAT.TO THE BEGT OFI. DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHIOIIl 1 9 17 1 -.'--"--")n..,n nn~;-,n .T",,,,,,,,,...~...",,- ".I -,n rtJ ___'1 ~1-4 ___",n..,n nn J -.. Register of Wills Filing this Account 16 00 Tnf-~'R"1.1Q a"('~'AA~~~II~5'"'t/'p.<»v -..~•, -~~. ct1 ftJ 75'. - COMMONWEALTH OF PENNSYLVANIA }so:COUNTY OF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF D£BTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF --------------DECEA8ED,AS DEDUCTIONS POR INHERITANCE TAX PURPOSES. -CL.5.l SWORN AND SUBSCRIBED BEFORE ME THIS DAY 01' -------18 __ {..... J.'.'-\ ........'~i I--J I 'j ~;;:'"-- ~rn ;c e-,.'. 1 .r..n G)C \--.- "~~::t:(0 r-en en f'"~."" Z---1 :-'~:1 1 " -:;:"'\0".r--..-.....:J ~~; --.;rJ ~-' 0 C"";~--.~......4'1 --:r ;--"'''' 0 --:.:. 0 ""'-~t.O r Z -0 r 0 t.f"l V (J1 t.O Rcc-al (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT JAMES M.McDOWELL (Executor~ IN YOUR REPLY PLEASE REFER TO 38-12-9-4 J In Re:Esta te of__.....£!MAR~J!!.:O~R:l:::IE=-..:=:C.:!::!LARK=~---:::a~/~k:L:./a~_ ____.JIWDlAS~Hu..IoI.IN.J.I,GuT.lloiOIUN'___County -File No.63-71-11 Dear Mr.McDOWELL, You are hereby notified that the~~~O~H~T~GuTN~A~I,~_ appraisement in the estate of ~MAR~~J~O~R=IE~~CLARK~~___ has been filed in the office of the Register of Wills qf WASHINGTON County on cluJ¥,22 ,19a.Said appraisement reflects the following valuations: Re al Estate --=2"-='O'-o'll,:.:0~OO=..L~0:.;0:::.,.·_ Personal PropertY __~3~9M,~9~1~8u.~B2~_Transfers _ Total ---------;;:5t.;19~,.:;.9.LJ0.8....S2oc.._ 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. Da te ----v.~W:.~r....2~2"")r--::Il,->;97'-f-:J.l,------ DATE OF DEATH:December 28,1970 Note:This is not a bi". Signed 1?ut.~.)~~ Title MADELINE FINNEY,APFRAISER ] RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of....:C~LARK=~~MAR~.~JOloUR""'IE"""'-.J:la'l-/.Ak/-J/al:l...DATE OF DEATH J2-28-70 (Last Name)(First Name)(Initial) FILE NO.63-71-11 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of_..:.:WAS=.:..:H:=I",-,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". f)WUUUltL ~~OM/(), INHERITANCE TAXAPPRiSER I ~Ju11 22 ,]97]Dated:--U.cIoU.,IJ--'~t--J.+f.J.------ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 59,918 18 82 82 VALUE AS REAPPRAISED $-------+--- Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $---------i--2% Tax on $---------i--.6% Tax on $---------i--5% Tax on $---------i--~ Taxon $~ ~~pti~s * Total Estate -I-__ TOTAL TAX COMPUTATION OF TAX $--------1-- $--------1-- $-------+_-:... $-------+-- $--------1----"-- $1.-_ (*).As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::1===== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $---..J AMOUNT OF ESTATE TAX ASSESSED $--~----1L-- Estate tax paid $--JL-- BALANCE DUE $---lL- Add interest at rate of 6%from ~ ------Ito-----$-----~ TOTAL TAX BALANCE $-------1PAID$-..J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration (No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARJORIE CLARK Deceased Late of County of BUFFALO..TWP ~. .WMliIIDTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ ." Fonn R.c~-2 '6 . ,DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE July 2Z.,1511.1 . NTY WASHINGTON .cou ,,.. FILE NO 9.3..~.7.+.~+.l . Whereas..MAR.JORIE CLARK a/k/a late of :6Uf.f.AL.Q 'r.WP..!!. in the County of WA.SHINGTON Commonwealth of Pennsylvania.having died on the 29th day of ~.c.@ll.ber.19 7.0.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I..~~~.~.f..;I,N.mq 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. Descrlpilon of Anel n SEE COpy OF SCHEDULE tlAIt ATTACHED TO APPRAISEMENr SEE COPY OF SCHEDULE "B"ATTACHED TO APPRAISEMENT total Unit Values $ Appraisement Made for Inheritance rax Purposes 20,000 00 39.918 82 ............................................................................................................................................................ (Ifumber and Street)....................................................U.l~Penna. ... WASHINGTON County '"!~"\ " RESIDENT INHERITANCE TAX APPRAISEMENT ~i"'f ;.'~-.(';.r-t'~jJ Estate of ...······MARJORIE CLARK . Deceased. Late of .BUFFALQ TWP.,. Date of Death,J2~2~7'O . Appraisement Docket Vol.,..3..~. Page,~9.::4 No..~)::7+.::g . Filed in Register's Office,..~.m g4.;J9 71. Amount of tax due,$ ;. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f"om Appraisement,. Entered and charged,.. R:J ~.'.~~.!:.t ;,.~;i~~0 f1 EG!C;l [i:0 F \',t J U.S VII ASH II'!:?T(1 ,j i CO.,P1\. ~~ IY Rcc-n (9-68) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT J DATE January 8,1971 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby made for consent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a)198 (b)Pittsburgh National Cor~oration (c)---'c"-'o....mm......."o.....noL.-_ (NOTE:In describing securities enter in (a),ab (J(e,either the number of shares of stock or the face amount of registered bonds,in (b),the name of the issuing company and in (c)the class of stock or the stated interest rate and maturity date of registered bonds.) ISSUED ON ,and having a TOTAL MARKET VAilUE OF $.....1~4h,,.-\;JO~O-VO....-I;I-00~---_\----'7-\ (Date)Marjorie N.Clark as of the date of death of the decedent,Marjorie Clark a/k/a ,on Dec.28,1970 (Name of Decedent)(Date of death) who was late of R.D.#5 (Street and Number) Washington (Post Office) Washington (County) Pennsylvania (State) The securities are registered as follows:~~M~a~r~]~·o~r~1~·e~~~.~C~1~a~r~k~__~~ (Name or names in which certificates are registered) NAME OF APPLICANT -~==+-+-=-~~=..::...:;z.=..:::-F---=-~~=:"'='-- COUNTY FILE NUMBER 63-71-11 ADDRESS OF APPLICANT--=.;21~~~~~~rF~~~~w BUREAU FILE NUMBER Same SIGNATURE OF APPLICANT,t:S..~~~~~~&!!f-J~~~ NOTICE:IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS A PLICATION,IT WILL NOT B CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION. ADMIN ISTRA TO R):__-=J:....::a:::::m:.:.:e=-=s:.-..::..M::..::.:...-.::..:M:.::C~D-=o-=w~e-=l-=l ----=.--=.::..:..:.:..:=...:;.:...----'-"---"--=::....:=...'---'-''--..c::...:--'---'-'-----<._P-'a...:;..._ EXECUTOR )(Name) COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE Jan.8th.1971 I hereby consent to the transfer of the above securities now registered in the'name of the aforesaid Decedent and waive the filing of a certificate certifying to the payment of the transfer inheritance tax to which the property of said Decedent is made subject pursuant to the provisions of the Act of June 20,1919,P.L.521, as amended and the Act of June 15,1961,P.L.373,as amended.This is also in accordance with the provisions of the Act of April 9,1929,P.L.343. This Consent to Transfer the herein described property operates only in reference to the estate of the above-named Decedent. (Signature) Register of Wills Washington (Title)(County) "" ~-..: ::;.,j J>rn ::::0en<.)c:r~,...·rl ~,---"-if;(,. -~.,- rn ,), --..;::;,~-".-'-1'J '-~'"-C'~ ~-'l-i --::......:t:> c;,:::.1"_.... (.::~;:J r '..J.::J ,..£..,.-0 r 0»UJ t.rl U'~ I I'~~.the attorney of record for the es-'Itate or the tran~feree shown on theIfrontofthisform.I do hereby nerSOn- ally f?1J8 "AntAe the paymfm t,wi thin the time -prescribed by law,of any Pennsyl- vani.a inhpritanee tax wh.i r.h may be due on the transfer 0 he 22curities ed ?ereor for which ,onsent.to t nSf.er .wl.S~<ted.-r~-..~'11-...,,,..l.!!()./ '(te)(Signature).' RCC-4 (8-68) I I 'C()MM()NWEALTH.Of'PENNSVUIANIA':...~.....::"::,:/,', .i.'.•'..DEPARTMENT OF REVENUE....,·.·;':.?·:;,'::h NO·.A.1·248iS{5·••~~;~19(1t~~C~fPT ••·.opeNNSYLVANIA..·.INHER.ITA~f~•.~~~:~.~"tt..~~;J~·;X· RECEIVED SIX THOUSAND NINE HUNDRED EIGHTY-TWO and 50/100 ----------------dollars James M.McDowell -Excr.representing Pennsylvania Inheritance or From:ATTY.SHERMAN H.SIEGEL Estate Tax due from the following estate: WASHINGTON PENNSYLVANIA 15301 Address 215 \vASHINGTON TRUST BUILDING File No._6_3_-_7_1_-_1_1__Date of Death 12-28-70 Date of Payment __-=.:M~a=-=r:....;:c~h~1=-::::....J.5---=1c:::9~7~1=-·---1 $---------1111 $ $7,350.00 $ $ $ $7,350.00 $367.50 %Tax on-$_-_ Estate Tax,Act of May 7,1927 2%Tax on $_ 6%Tax on $On Account 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 _ ~~RJORIE W.CLARK a k aNameofDecedent County ':.:.:i/A~S:::.:H::.:;I:;N:..:..G::::..T~O=N ---l Remarks: .'7Jj!~.~.I J .. $6,982.50TOTALAMOUNTPAIDSEAL 38-129-4NOTE:To be delivered to taxpayer ,Received by"'---.7¥:o!koJ,,!!,~-."7'!-:..I.-llIo4.L¥looi.L~'--------li11 NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the li"-------·"- tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sail not be precluded or prevented from hereafter assessing additional inheritance tax at the death 0 'l.:;h~e_'2d,pJ.;v...Q...u....ll:...2,.£t;J.:,...LA.c:~~"g",,~----.Il11 life tenant or tenant for years whenever it appears that such additional tax may be legally due an collectiblefor any reason whatsoever. 9"11 SH'in .Ai1 g 55 RUSSEi:!.:~',i~lO REGISTEfI OF WILLS WASHIN\TON co ..PA. ·,. r I RCC·4 (8·68) '*' COMMONWEALTH OF PENNSYLVANIA I OEPARTMENT OF REVENUE No·8 11728 OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX ....~~-'"~ RECEIVED THREE HUNDRED rlolENTY NINE and 71!100wM------~--~--.........-.........-......._-dollars .TAMES Jf.McDOUELt-EXR •representing Pennsylvania Inheritance or From:ATTY.SHER)fAN SIEGEL Estate Tax due from the following estate: Addre;s 215 WASHINGTON TRUST BUILDING 2%Tax on $$ \fASUINGTON)PENNSYLVANIA 15301 6%Tax on $$. File No.63-71-11 Date of Death 12-28-70 15%Tax on $51,198.07 $7,679.71. Date of Payment October 22,1971 'fc Tax on $$I- CLARK a/I<la Estate Tax,Act of Name of Decedent lofARJORIE mmnx May 7,1927 $ County WASHINGTON TOTAL TAX CREDIT .$7,679,11 Less five percentum of tax ifPreV•Pd .7,350.00____t iii Remarks:paid within three months after»a1 •Due 329.71 JMO date of death $ ~Plus interest at the rate of",I,l __%from to $ lJ 00 ~[p [L~@illV[g TOTAL AMOUNT PAID 329.71 S.E A L $ NOTE:This Triplicate Receipt to be retained lor audtl.Qn.p1a9..4 ~'~."•I /.~.......,,,.",I /t'""Received by·.~"S<1~.·I I ('-JJ _,-",,,,,,,.() NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the lit;'"'\"I (Signatur~. tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl;'•./..-", not be precluded or prevented from hereafter assessing additional inheritance tax at the death of t~e .J .<,.""'\,,.f:J.l.VJ ~'-;f.'A.l J0 life tenant or tenant for yeors whenever it appears that such additional tax may be legally due and ""j (T'tl !'.jcollectibleforanyreasonwhatsoever..I ~),.t',. ~......::I!MI""""-''''''''''''~'''''''''___''''''____._,_----..~_.,'_.-"_.__,~_,_,________,'~..----'"_~,_..___-_.- .j I,,--,.·>·~·r····'AI' "'-,'I. ~"~ Affibautt_ I.' ,~~,.r\',>1:#...'; " ., " @ltntt of "'tttttayluuttin }.an: Qrnmrtg nf 1!tlInn4ittgtnu ~ Personally before me,the undersigned'authority,a ..NQ.t~~Y....P.~pJJ.9 in and for said .County and State,appeared .J.am.es M.•...McD.Qw.ell who,being duly sworn according to law,deposes and says~hat.hI'!is t~exe£utor ~X~nUflX50bXM·of the es- tate of ~.~;J;'j9.;J;'J~...Cl9.-.+.J5....~lk!9.-L......~~Je~h~~d,~nat tfl'foregoing schedules constitute a complete inventory .and appraisement of the real and personal estate of .Marj.ori.e C.lar.k , 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 IDi~X Swam and subscribed before me this ......3.J~...}~~~k)~. ~.March ~71 ....,0 Executor-~l@fltlX........~......aJ.-a.aJ......"..............'.'.'. MAR lS,ary Public . WASHINGTON.WASH'N T NCO..PA.ADDITIONAL INSTRUCTIONS My Co~ni~io~ll~ffitotty;fullUfbe 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,I :.Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- .eluding Copy of Will and copy of Federal Estate Tax Return.. REFERENCE FOR ADDITIONAL COpy .l\ct of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 " ..'" . I \~~~~ 1 "3Julttutnry null !\ppr.ain~mtut of the goods and chattels,rights and credits which(MarJor~e W.ClarK were of ..Mar.j.o.r.i.e Clark a/.k/.a/.late of Buffalo T.ownship.,' .Washington County,Pa.,taken and made in conformity with the above affidavit. .'.... """1 00 00 I DOLLARS ,.CENTS ,'~=-~-:.-::,:~=::~-:!:.-:-::::::."":::..-:-;:::-:-~:":;.'..C·;;:::;,,:,,-;:::':~:'~.~"''''.;-.-:::'.=;:::.:;.,:..::.:::-;::=.:.-.=--''''';;.::.-;....:::..:.=-~::==:::.:.-:.'::.-=='::::;;-";'0......:.;;;.:;:::::--::-....;,.:.:..F""~~;..,,:..-;.:;.·.:r."-:-.'~.;:·.:.::.:::::::;:~~.t~-:::;;::,.•,:::.~:..~~~~::. l?ERSONALTY :i'J..::. .Cash in house l 70 '!.,'20 ,.: Pittsburgh National Bank -Savings Account #708304 il 5247 I 41 •Pittsburgh National Bank -Checking Account I 4446:88 Mellon Na~ional Bank &Trust Co.-Checking Account 2233!,.90 Mellon National Bank &Trust Co.-C/D 126536 n/o C.M. Clark or Marjorie W.Clark dated March 30,1966 4000 I Mellon National Bank &Trust Co.-C/D C02311 n/o C.M.: Clark or Marjorie W.Clark dated Aug.11,1969 1000:.;,:00 Pittsburgh National Bank -C/D 19811 n/o C.M.Clark or;'I Marjo~!e·W.Clark dated April 4,1967 I 2000 I 13637 25 1711 24 54 00 138 60 13 50 167 00 114 25 76 59 8 00 $39918 82 5 U.S.'Series'H Bonds n/o Mrs.Marjorie W.Clark ($1000~00 I,'"each issued Sept.19~8r' ·198 shares Pittsburgh National Corporation capital stock '@68 7/8 Household furniture and furnishings Old gold and watches Additional income: Pittsburgh National Corp.-dividend check dated 1/5/71 Observer Pub.Co.-refund subscription 'f;McCartney Ins.Agency -refund'Homeowners Ins.Policy Protection Mutual Ins.Co.of Pa.-refund medical ins. policy ,'<.'" Bankers Life &Casualty Co.-refund medical ins.policies Medicare -reimbursement for doctor bills paid 00 8'2' 00 . {.5000 t I 20000 f, ,, REALTY: Lots 9 and 10 Howard R.Ely Plan of Lots (P.B.7 page 204A)in Buffalo Township,Washington County,Pa., fronting together 200 feet on the pUblic road and' extending back 250 feet . .Upon which is erected a one story brick dwelling house with integral garage. See deed of Lawrence C.Ely et ux.et al.to C.Milton Clark and Marjorie W.Clark,his wife,dated Aug.2,1957 and recorde~in Deed Book 1000 page 463.C.Milton Clark 'died March 24,1970. TOTAL '"--T~-=--I '-"J..,.....-,_.-.l>ff'}:::0en,,)::L"':Ii(t)<::7(i)~...)-.,...-~.--,.. ~~~..,.v ,:z:~,~.........,..t'""11 ·u::-.,...-.-0 &-0..; r-:-?::'",U r-:i"'jo>en l..;) c.o ~J ;:1.;,19:1.L ~3-- / / N~12545 Washington,Pa., OFFICE OF CLERK OF ORPHANS'COURT DIVISION State,etc.- - -$====== ,~~~Total - - _•••$,_~-=--",d-~__ ~2~.I1"iSidIIift t&&utt .00 T 2lhOOO.OO 20,000.005 7020 5)247.41 4)4 4 6 .8 8 2J 233.90 4,000.OQ LO 00.00 ZIODO.OO SIOOO.OO 13,63725 I)7 1124 54.00 138.60 1350 167.00 114.25 76.59 8.00 5 9J 9 1 8.8 Z 5 5 9J 9 1 8.8 2 T .00 T