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Home My WebLink AboutOC1971-0162 - ESTATE OF GREGGTestate Form PETITION SUR AUDIT I.N THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of ..... LE.A.Q.REQ_Q __ g.f.k/._q. __ QLlYJ!.\ . .GRE.GG. No ..... 6.3::.71::162 ___________________________________________ _ Fiduciary.: .... J:l~l~rLG.! ... P..~nn.. ____________________________ _ Deceased Date of . Date of Decedent's death ... X~!?E.~~~..Y.)~! . .J.~.!L ________________________ Grant of Letters _____ , ___ f~J?..:r.g_~.:r.Y.J7 ..... ~-~n ____________ ·_-_______ _ Jhis ·is the ... : .. ~-~~-9L?:!1-9 . .f~-~?:t: ......... ::: .......................... account filed in this estate If there have. been former accounts filed in this estate, list file number or n~mber and term .... --------------------------------L.. ...... -....... ~."'""' ... __ ..., .... ~ .......................................................................................................................................................................................................................................................................................... , ............................................................................... . . . ' Election to take Date Election Place of; Under or Against will. (cross out one) Filed N~?..~J.~~U9.n ........... Record ________ N/A_ ____________ _ c .... Name of surviving spouse _______________________ N<?.g~-----------------···--------------------: ........ ~------------------------------------------------------------· List issue, where material: ( Dig decedent marry after execution of will? (indicate)~-No. Any children born after execution of will? (indicate) ~o. If answer yes, name them .. ·-··----·-·--·------------------·-·····-------------------------'----------,--------------------------------------------------· • t .. ., ...................... ------------~--------·---:---............................................................... -----------.... ------................................... --------................ ~------.. -----------------··.r.··· .... ·.:. ----.-------.--.------.-.. -- Legatees Relationship Interest Fiduciary, if deceased or not sui juris Helen G. Penn Daughter Residue C. Elwood Penn, III Grandson 1/5 of net estate Belinda Lea Penn .·~J .~ : {~~. -· List, if exceptions to above: None . J .. If partial intestacy, give facts: .None Great-Granddaughter "I ·' Adeemed: t' . .~ Revoked: $500.00 Lapsed: Under 21, C. Elwood (..• Penn, III. ana Bonnie -. ~_Penn, .guardians Abated: Give Cause: ' Notice to interested ·parties. Have all parties, having either vested or cont,ingent 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. BX " If · · · . · · None ' · any except1on g1ve cause:·---------------····-------------------------- File cop·y of Notice and· date .. of mailing ............... Q~t.o.ber .. 2.7 .•.. l9.7l ..... , .................................................................................................. . -. . ' ~~-.~-" J ·~ . <. ~; Is estate subject t~ t·h~ -f~jj'~g .of a .Fed~ra·l Estate Tax Return?~ ..................... N.o. ................ : ...... ' ...................... -.............. ; ~ . ' t > • • • ' Actual paynient made on Pennsylvania Transfer Inheritance Tax. Am?unt $.U!?.7..:~.!;;l.: .......................................... . If the Will makes any port·i~n of estate subject to a life-estate, ·give name and birth date of life tenant ..................... . ........................ N9n-.~ ........................................................................................................................................................ . Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such cl9ims; stat~ whether they are admitted to be correct; and whether the clciim is denied. None Give· reference to such parts of the will as require interpretation by the Court;. a reference to all questions re- quiring adjudication, and a sta'tement of any other facts deemed necessary for the preparation of the adjudication: The entire estate consists of 24a shares of Allegheny Power Systems, Inc. and 2a s_hares of Ohio Edison Company. The residuary legatee has advanced all costs and specific bequests to enable her to take the stock in kind. Th.~;re, were also joint accounts with 'the executrix which were not part of the estait'e but taxable at 1 I 2 for'· .state purposes. < - ·. ,,• i· · Balance for distribution per account, Itemize ·any additional debits not shown by account: $.2., .. !;;l.2f? .•.. u ... i ..... 1 .......•• ~ ' ·/ _,..-:"'" ... ":'---:- -: ,. :~ Total additional debits (Add) $ ...... _. ... Q .. : ..................... . ltemiz~ _any addition·al credits not shown by account: Russeli Marino; First and Final Account ·$·· 16 a· ·a· ~-._---. . ~:::-·:·: f.:t, Total additional credits (Subtract) $.1.6 .•. QfJ ...... ~'-·····~·-········ Balance for distribution $.~-t-~9.~.~.!.? ..... ~ ....... : .... . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distrjbution V~lue)· . • . ' . , . I 240 shares. common stock~ Allegheny Power Systems Inc .. 5,760.aa .], 2a shares. Ohio: Edison Company~ 53a.aa I, ' ~ -'· ... ,-' ~ "'-:4 1: . t .. . · . . : · · · ·~ · . · ·: . · · · · NohJ . . :'·.. · ······ · ·· )f Family Exempt1on cla1med by Pet1t1on,· g1ve place of Reco_rd: .................. · ...... ~-.-·····'···;.:.::: ... : ......................... ~.·-········:· • • :? • ·~ ,. . ~ I ' , ' • ''; ·<~ If Family Ex~mption is claimed at audit, give name, relatio~ship and basis;~for .ciaim:.· ... : .. ;---···'············: ........ ·.· .... :· .. ~::~· ··-· Claimed by .Hel'en G. Penn, Executrix of will anc;l daughter:< of/deceden,L . Decedent made )ler resid.ence with Helen·G. Pennand was dependent uponJ.her. . '~"'~: List· any advancement or distribution on account tlla~ ha~ been made, and nature and amount of same: , II. ·-·~~ ' ·None r ... ', ·.-; , ,. ... Suggest€d dis:t~ibution of balance. shown, both as· to principal and income, attaching signed a11d itemized elections · to take in kind if balance is not in cosh: . resid~.:~a_ry shores being stated in proportions: · r .To C~~ El ~ood Penn~ III and Bonnie Penn, as. guardians for Belinda Lea Penn 500. 00 . . -. ';: . . C. Elwood Penri,JII, 1/ 5th net estate · . ' . . Helen G. Penn, residue of·estate '• .· . . ,,· . COUNTY OF WASHINGTON, SS: · ... ' COMMONWEALTH OF PENNSYLVANIA.. The above. named Fiduciary or representative thereof, being duly ........... ~W.Q.:r.!! ............... doth depose and say · that th~ facts set forth i'n the foregoing petition are true · . . ·~.' C, ;\ . . . . . . to the best .qf ... :C~.h.e.r. ................ knowledge and belief. · . : \< .. > .::. . . ....... ~ .... .: .. Sw9.f~n-~.: ............... to and subscribed before I ~ .· me th_is ... 6,_.:-:::-.o{day of ...... P.~~-e.m:Q~r. ............ 19 ... 7.L s;gnat~,. ~ltSffi~~'~-£--fJ~ T1tle of Off1cer ... ~····No.tar.:y. . .P.ublic ......................... ; .. . Office expi res ........ ~ ...................................... ; .. i··--:'··:··'··· '. CHARLOTTE L. YOUNG, .Notary Public ·washin!1tDn, Washin~ton Co., Pa. 1974 My Commission Expires August 3,. And your petitioner will ever pray~ etc. . ~ I /) . IJA e.. / . . . ··------~--~·---··---=:-~~ ...................... . . ........................................................................................................................ . " f, ' . ,· . .. ! r ,- t ' f.;, No.B}:-.71-162 ................................................................................................ · ... ' '· L . . ( ·"> · Estate of ... b&~_Qr.~gg __ g.j_}f/_?.: ____________________ _ Q_H_yj_~_Q_;r_~~g _____ 7 ________ ~;~~---------------------···------ Deceased Fiduciary~-----~~~-~-~-9.-~ Penn ' ................................................................... .. --~---·-·------·-............. ..; .. ;. .................... ;,. ---.-----------·--.................................. . PETITION SUR AUDIT FROM WHE~E DECEDENT LEFT A WILL Counsel of Fiduciary· will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; 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 l?r an attest copy of Wi II. 6. CopY,'of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. \' 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. ::.~-~U,S, ~-~]~IN·····AND ·7~::~~---· ~ f'l:Mtorney ~ 1.... ~ ~-~ t J , . .,. I " iF" •. .,., i L. L. l. p 9 72 FEB ? ~~ Pri 1?. ! I. ·-t~;. R[JC<'f-1 I ·'·"·P'i'l(\ ,.) 0 :.. -PO l,1l .·~I\ I i J ' fl.EGISTER OF WILLSt W.l\SHINGTON-CO .. PA; ·' ~" \ ,, ... · ) "i<'<- \ . ~ ::; '-~~:~:A 7: ~} .cc-fJ A. ' <;I . ' .~~ ,'): •. • lj}l" 1\\ v' -C:) , ... ·.A .. , ' . '-,.. ~ .. Jo , . . . , ...... ··.,___ n '113 ':)' ,c'~ . ;, '.'" ,;,.~r•·~~~tl'!-fh · .. ,- . • ,., ,. ' t, I , ·' ,· . ' ; ... . -~. ; ,. \' . 'I' it. . - • '!, .·' . I' · .. I~ ) ' .. -,.. • '.1' ... f '. ·-. .... ·' ,, I ,'*,r;,·, . •·':'! 't" ''--' •• J • I £~ '-,l· .. ·h·~ ~ ~~: :·. ·~ ,- :,'l J,,L .. i'C ,1' '( ·., ., ·.'-:. ', < ·' ' . ·-r~~c.:J',: . -;.;.~~-- C~; l!:Iwood Penn III"' ! ••·. · ~ ·~ ~·· . . -... · ~' . ·. ·.\ .. ·-~m~ -c~ ·Elwood .Penn·• ·:ru · ·'. · . .. ,. '' ,• ... · :and 13onnie. Penn, .·as. . ·; · ... ; -1 guard~ans.of'B~litid~ ;Lea Pe~n :: . ·v.:. '• · •. ,~ -~· ''-'.,. .. I ,-,,Jo.o ~· !·,~: ~~~ 1905 Whitney Street . · ·. ··• . ; · '~ ·charleston. W-est Virgiriia 25300., ' ·~· ' . . ·. . ~· •" ~-. ' )- ,· Dear',M~. and Mrs; P~nn:-~ ··, ., .. r .. ., P ... • _. .\ i; '. \ ''t ,.'.·· '. .• .·• " , >, . i ... '1 '" I • • ::~ ·~·. : ~-~ ::".' .<;_,~ • '~ • ''• ·-' , .. ; , • > , ·' , /' .·.: , ,. . ~. ,. ·' , .. '· •,. .. -·-/1· ' i''. ,., ·_;. · · ::·T~is i~ tf:> advi.se.·yo~--~pa~?hf~···g~te'I.h~ve fil~~d~t:h~.:r~.:·~t and .. l. -. ·' ...... {..' -~ 'Fina(~~c~~nt .in the E~t'ate ot i::_¢a 'Gregg' c..:/,k/ a O~hri'a' G-r~gg~:. ram , • I •,. •' ~ ,· •• • · .. , :.'·. ;'':(i :;~:· < ·'. , ·,' .. •· ';:':· > _.· ' r:encl6$in~ for you_r: ·infor~a~~O~. a. copy. : Thf;( e~~ate· will~ ~e pres~nted to ., -~· '.,' . -~·.: .• •. ~.t~ <~• :: :; ~. -~ .-~;~ ·. ·. ' .. ··;·r·-~~! ,-.~·-'#·.·, . .'·"" .•. -·· , ' · . ', ' ,the .. c_ol,lrt:'during. th~ ·w~e~ gf.·D~ceriil:?.er 1l3th and • , , .., ~ , • " , . _, ",-. .. • · . • . '{ r . ' . i<,' ~·-i' ~~·-.. ~--~~~. . . ./' . · ... , .. .. ( . .. '. .. ' .. r .~ .. · ' \ ... -~ . :--.. ~· . -~-/' ':t ... , {•' ... ' -~,·· -~:.,;~ '-~~_!'-, .... ' ,> "I ... . ~ ' : t .... ;'!,.'· ,•' • .. .: ~ .• t ~ 'you may; be '.pl-esent if' yo~·:>::: .. • • • • t' -~ ·-~. •. ' .. ·,.· '" \' -·. .. , •. r. __ •I '• . ';,. _-.... -/ ,i' ,\ · .. ·" . ,,· ,· '. •' .. _,.• ... ·.<; .• ', ~J. ... ~< • .... o( " ··?,_ · . ' . . · ... :. "'·-,; .. ....... .. . ·,·-. . ' .... .· . > : .. -.. .· ,, ',. .• I ', '·' ·_,'1 ·. ,, ,· ...... i' '' ., -, . ,· . ~i!~s··l ·: ·-~ · c;_._, ____ ;;,: ,1~_· •-:::·.· ~ c-'l_•,· .~··'· rj: •.. ; · .~.. :· • .., •'0-:~,~-·-'"'i ~., ~"' -• -• ' ' • ., r .,. _..,·I" ~ 'f ;. •> '; '' ....... --·· .fJ·. ··'-', t~;'Y!, !i i':lf:'l~ ~~r;:· 3~i .V;~:t_tr~ · t\'ri~ ~>:-t.:' ~{t'c f ;~ <.> ; tr:rJ:-;;, ;_Q · :1; ~1:;;; ·.v. ···tit .. ''- ) ,< ,. ',i ~ . •, •, :.,.· .-~ : .. -... -.. . . - -~8'J'Z;!c·,~(Y,ll1j {$.~ V ? .•. _.. ' . ~ : .'_ ~~ -- . ·, ''· ' t ' ~ _: .-. > '' ·'v· '. ·•'; '• •:'·. ·" .,. •, . ,,...;, . . :. -.~ ' ; ... , ..· •. •• · i";o::·· -, ,.·· ... · .. ,· •,.•o .. ,· "' 'r~ r...., .,.., r..., ~--:~-· '.f •. .--t.' -'· ',. ._, ..... -~ '·' --~ r ! .t .· i i ' ' . ~ C!!nmmnunt:taltlr nf t\tttttt.agluauta. t ·111!1a.a1Jtitgtnu· _QLnuutg. · ~ .. .tl.tl: .• . KNOW ALL MEN BY THESE PRESENTS:. -~hereas; at W~shington, in the County a~oresaid oil the 17th;. day of February A. D. _19 71 ; before me, , Register for the Probate ofWills and Granting · Letters of Adininistra~ion in and for the County of Washington, in the Common wealth of Pennsylvania, : . . . ' -. . the'last Will and Testament of . Lea Gregg, •!K/A Olivia. Gr~gg · late of Nort.h -Franklin _Township- ' . in the County aforesaid, deceased, . ·(a true copy ~hereof is to these pr~seJ,lts annexed), .was .du,ly admitted to probate;· and He len G. Penn .. rix . . . . . . . . · the Execut/llt · iri said Will and Testament named,. having appeared before me and taken and subscribed ' . ,·. \ . . . . . . '' . . . . the oa,th.of office prescribed by law; ' . NOW, THEREFORE, I, Rtisse 11 Marino. ; Register as aforesaid, do . grant these_ LETTERS TESTAMENTARY, unto the said He len .. G. Penn committi~g unto. Her · the administration of ~:'and singular the goods and chattels,' rights ·and credits, which were of said d~ceased, and requiring Her · . . I to ~xhibit a: true and perfect inventory _thereo~ into the Register's. Office, at Washington, within ninety ' . . . ~days fro~.th~ 'date hereof, and to render .a ·jus~ and &ue account ~f said administration at the expiratio~ . of six mo11ths. from the date hereof, and to ~egard and comply with the provisions ·of the 'taws of this Commonwealth relating to. inheritance tax~s; .. • .! •• . .. . ) IN ·T~STIMONY WliEREOF, I have hereunto setmyhand._and the seal of said . Office at Washington, this .. •day of ·lt,ebruary · 17th •. . . in the year o~ OtJ~ Lord one .thousand nine hundred and Seventy One,.· J' . . ,'o~·,• ! . . . . ,9--J ( . ~...?'~ •······················· ··································································~···························· Register .. ~-,--~ifDW~i.'?:rl_ :~ h: y~~-~ -· . : -·-~~ .... -..t-::.trAiif.,~~'J~~.,. '~'" ......... /"' '"''/ y-.• (:,'1... -' . - I, i );»' ~ ~' -~ ! -· ·~ ~~ ~ ;, 1> liE> ~ ; m ~ .... Q io '" (IJ s t ... l'i -f < ltll )lo ~ '· ... 1~ -f m IE> 1()Q '" to+" .. tu 0 Q .,.. a 'i <II ~ ~ = ~ to+ ~ --~ ·~ t.= . l ,. '· .• .. I ;t·· '. J. t \ '. ; ~. l l .. ,. ' .. LAST· WILL AND TESTAMENT .:.of- •. LEA GREGG •. * * * . ' . I, ·LEA· GR;EGG,. of the tity· of Washington, Washington County, Pennsylvania,· being of sound· mind, ~emory an~ ~nderstand- . . ' ing, do make this my Last Will arid :Testament, hereby re:roking any and all wills heretofore made by_me. ' . •. i. FIRST:· I direct.my Executrix; hereinafter named, . to, pay any and all debt's· that I may hav~ at the time of my death. . ~ \ l SECOND:· I g~ve anc:l bequeath to my g~andson, c. Elwood Penn III, the sum of Five Thousand Dollars {$5,000.00), ''· provide~ ·at :ny death this ·sum does not exceed one-fifth o·~ -my net estate. . "' . In the event ~hat said. s~m.~f·$5,000.00 would exceed ~ , . . .. ~ A . ... one.:fifth of my net estate, I' give and bequeath to my grandson a sum equal to one-fifth of my net .. est'at.e.,, l ·'·THIRD: I give·, and bequeath ~to my great granddaughter, Belinda Lea.Pe~ri; .the sum o·f Five Hundred Dolla~s ($500.00.), and in the event. she is a' minor at· the .. ti;me · of'"·my death~ ·I. do appoint ~ ' J her ·Pa!ent,s, .. C.· Elwood Penn III and· Bonpie ·Penn,· guardians to . receive the beques-t· I .have just made to' my great granddaughter. ' . ..-.. FOURTH: . . . All the rest, residue·and rerhainder of my estate ('give~ devise and .bequeath to my .daughte~, ·llelen G.· Penn, ! . '. ... •. . . .. . ·. .. ··-... ..---..... ~ ·~ ,. ... . 1 .• . .. :i· I f t ! L f l ' l I l . i ., ' ·.·- ·. · .. I ' her. heirs and assign.s . . ' FIFTH: I-do hereby nominate, constitute and'appolnt my daughter, Helen G~ Penn, Executrix of th~s my L'ast.Will and Testament. . ' .. IN WITNESS .WHEREOF, .. I ·have hereunto set_. my· hand .and t seal, this 14th .day oJ Marc~,.~ 19.62. •,. •• <( ·"" .. ,i ,. . . :· _. -.~ .: • ':!' ... ~··'•• ~ ,,;. • l- . • . - . . _· ~;t_.~_· _·. -~--·=[.i~· '{);.r-q '-...----(SEAL) . ·. Lea Gregg/77 . . ,. Q • Signed, sealed, 'published and· d~cla~~~ by th~ above 'named Testatrix as and for-her·. Last Wtll and Testament in. the ( ?.. . presence of us, whq, :·at her request,· in.-h-er. presence and in the •• , ::'1 • •) . . . presence of each other, have hereunto subscribed our· names as •f' witnesses thereto. ·, ·' ,, . ~. .. •· . '. { .. : ~ "' ,. I. . '" . . ~ •.. ., -2- .. '· . . ,, ,i' ., . ' ~; . '· . .,· ~ .. . ' • ·' •. Q · . .· .[ 'i / 1\tltbautt ®f fxrrutnr ®r l\bmtut.atrutnr j } SS: ~tatr nf Jruu.aglttattia ' ' C!tnuntg nf 1ll!la.a4ingtnu P 11 . 'b f . th d · d th 't Notaru Public · d f 'd ersona y e ore me, e un ers1gne au or1 y, a -----------------J..-------------------------m an or sa1 County and State, appeared _______________ H~J-~!L.G.! ... r..~nn __________________________ rix··------------.. who, being duly sworn according to law, deposes and says that · she is the execut~ or administrator of the es- . · tate of -~~!LG..r.~gg_ __ ~/.ki.~ __ QJ..t:v.i9: .. .G.r.~gg __ deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of Lea .. Gregg. .. a/.k/.a .. Oliv;i.a Gregg, deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite ea~h ~tern of real and personal estate in the foregoing schedules are determined and stated by the • undersigiJ.~d 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 Administrator . . .,._ ? /7? . ~ • Swor.n_ and subscribed before me this ....... ~ ......... } -t I /} a e ~ .. :;{!! ___ ___ _ __ ._ ~c~~~Ad;;;~;; • --"·W!l~'~~--w.,<;~g+oo-Co., P •. ~~AL INSTRUCTIONS - .. · ..... ~y .COmmsssson Expsres August 3 1979({, · · 1. ·An inventory mm:?t 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, Urider $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 ~CRI-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 3luttrutnrg aub 1\pp_rai.armrut of the goods and' .chattels, rights and credits which . . ( were of --~-~~ ... G.~~gg __ ,~/.~/~ .. O.Hy;i,_;,l, __ G.r.~gg ___________ Jate of No.r.t.h ... F.r.anldin ... To:wnship ...................... .-.. . . ~ ~ Washington County, Pa., taken and made in conformity with the above affidavit. REALTY NONE PERSONALTY 240'Shares common stock Allegheny Power Systems Inc. at -2g per share 20 Shar~s Ohio Edison Company at 26 1/2 per share .. TOTAL DOLLARS CENTS ~- 576_1 00 53d 00 629 00 I . • I .. , '' . ' .... -0' ' ... , .. ,.' ;:t ~ _z· ..: ~ w . :£ ~ .... -~ 0 ~ I t"rl ~ ....j .t"rl ;:., -~ Vl ( ..., >-;:z.. -~ ,. ~ i (;'- 0 ;:;;· ~ ,..:. ~ •I ~ ~ ·;:t ~ .... ,,. . ' -· ',. • ~ '~ o_ '. • ' ·, : "j .. . , ; .. ~ . ' ; - ' \ -~----c--------------.--... ~ I STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ 55: The within named Accountant being duly sworn acc;rding to law, deposeS and says that the above account as stated _is true and correct as ............. ~h~--------: .............. ~erily believe. !- ·sworn.an·d '~ctbstribed before me this .. d~~---_,.. ;;:: . ' r I . - i--~-lt.---~---··········· do~-of_c .... ~.-----Q~1g~,C?.:r. ........................ 19 ... 7.1.. ... . ~~;£7- . c:HARton7 L,:VO"UNG, Notary Public . : Washington, Washington Co., Pa. -. 'i MY Commission Expires August 3, 1974 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 a!"ld Rule of Court, as evidence by proofs thereof filed to No .... 'f.3.:~:1l~.8.JS. .. :.......... . ·. . . . ~0~ Witness my hand and official seal this . .Ol~---········ _GS~i -: _ ;-_ 191L_ ~~u.x.x.x_....-__ Il\....~-----------I ..,, ci Z. ··· .. , ~---4 ......,., ·. ~ \\. I Register. of Wills ""ll ocr 21 J .. <t ,. ,. / ~ -" o"''lo~ 'lr· / "·! ,v' 0 ''" '/lJ '-'0 ( };," 4,-,,. \ f) l \ ~ ' i ) .1'> ,"" ... -~ ,•, I\..--.,. , ' ~·A .. ,. ~-·· J -~ q~· ( ~-o~ .. J ,~ I~:-;~ 0' •, 0~ ('<~ 0 0 :. ,_i; • :-c -~ ;. ( ) ( ) ~~ : C' o:f-\,_c;:·. u:.~= .'i~i -o<l.t F ,. ' "·. ~' ..;.:~-, ' d ·- ·0- ' ;;~ r--, ........ r \ ~: ,.·,c.:, ' .( ... ,. The Court is respectfully requested to determine proper distribution in this estate. ~/{Cl.M~ " ~ant .I ,. i }"ERGUS, MARTIN AND F.ERGUS' . ATTORNEYS AT LAW 27 SOUTH COLLEGE STREET WASHINGTON. PENNSYLVANIA.15301 .\' ' ·-· .. · . .., ....... · FIRST AND. FINAL ACCOUNT of HELEN G. PENN,, Execut~ix of the Estate of LEA GR~GG a/k/ a OLIYIA· ---GREGG, ·iate of North Franklii-1 Township,. Washington County,. Pennsylvania. '. ,.._' -· THE ACCOUNTANT CHARGES HIMSELF AS FOLLOWS: ~nventory· a~d Apprai'sement: a·, 290. oo ''. REALTY None mn· Income on. Stock: ', ,.. -~ : l • -,.' (·.~.' · TOTAL ,DEBITS . TOTAL CREDITS BALANCE. . THE ACCOUNTANT CHARGES:·.-CREDITS AS FOLLOWS: --·· . Piatt Funeral Home . Ashmore's Bell Telephone - . ! ··:..-.:. { .. ·/· J. Paul Proudfit, M.D. . .· . . Hospital Aux.· · · . Funeral bill Fina1 bill Final bill . Safety deposit box Final bill Pirris, Ruben & Underwood, M. D. Final bill · Personal Property Tax 1971·· L· Death Certificat~s $6,290.00 17 8. 60 6,468.60 3,543.43 $ 2, 925.17 5.00 1, 480. 50 46.00 2. sf 5.00 68.40 25 o·,·o. • • • f 20.86 l2. 00 Russell Marino . P:r:-obate Will, 3 Short Cert. 16. 00 · Washington County Reports Advertisement 14.00 .. .. FERGUS, MARTIN AND FERGUS ATTORNEYS AT LAW 27 SOUTH COLLEGE STREET WASHINGTON. PENNSYLVANIA 15301 Washington Observer·· · A dvert:lsemerit He1enG. Penn Family·Exemption. Fergus, Martin and Fergus · Attorney Fees S. White & Sons Marker TOTAL CREDITS ' '.{ , .. -1:,• -~ ' ' \ ;-'j• ' (~.' / ' , . ,_ ,. '· 14. QO 1. 500. 00 314. 50 19. 36 $3, 543·. 43 Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 1.6 May, 1929, P. L. 1784, as amended. Commonwealth of Pennsylvania, County of Washington, SS: . . . . . . . . . . . . , Personally a~pear·ed before me, a Notary Public in and for said County ,,1~ _,~ .. ( . -·, ,· ""1"'""'--vi~ R~chard S. Cowan · . ..._, ·ESTATE ·NOTicE · _. ··1 ·]· and State, ····--··----------·---·-----------------------------------·------·----.. ------• who bemg duly sworn ~ ~STATE ~OF LEA GREGG• a/k.'a · . -v' n. • d t 1 ._,OLIVIA GRE~ deceas~d late~oi-'. accordmg to law, deposes and says that he IS the ...... l..C.e_~Ji:.I:.e.S.l.. en ,.. -,~orth .. Fr~ Townshtp,. Wash·' 'of the Observer Publishing Company, a Ptennsylvania corporation, and its ·· ;n~gttton·Coun!Jr. Pe_nt:~sylv~nia ..• ""'J~ · · h If th h · · h d bl' h f .. ......, ers 1..0f: Admtmstratton upon! agent m thiS be a ; at t ·e sa1d Company . IS• t e owner an pu IS er o the above estate. having been ·grant) ) the Observer-Reporter, succ•essor to The Washington Observer, established . ed• ~o •the _unde!signed, :an persons! September 18, 1871, and The Washington Reporter, ·established August 15,' • havmgt clatms agai?st the estate aiel 1808, a daily newspaper of general circulation, printed and published and J f;~a;;.;~~dt~rs~;~~ ~0~~ ~~~igame/' havin-g its place of busineS's at Washington, Washington County, Pennsyl-t and' all persons indebted,to the~~'!; vania, where it or its predecessors have been established and published · cedefharet~equested .. to make pay _I contlnuousiy for more than six months• prior to the publication of the notice d!!~y. t 0, •. -~-.u~~erstg~ed ·Without hereto at:tached; tha;t the pr.inted notice or advertisement hereto attached >t;: : :Helen G.!Penn, Exe-ciitrix is a eopy of an official advertisement, official notice, legal notice or legal • ;' .. '·~a.s: _Main_ s.treet,.., • · advertisement, exactly as printed or published in the Obs•erver-Reporter in · w~;~~;~n p ' 1 .. · its regular editions on -the following date or dates; ........................................... . ·--·-----------··-----F.e.bruar.y. ... 22.,.Ma.r.ch .... l ... and ... 8.., ..... 19.7.1 ................... . that neither th!e affiant' nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega- tions• of this affidavit as to the time, place and characte·r .of publication are tme. .. ............. ~ .. ;<£.:..~ .. ·,;. .... 15301 . ,. ... , ·~ ennsy ya~a . Fergus;·' Martin •• -· · •"' '-: ~ & Fergus . . . •., • · , ,.. ; I 1Attorneys .. ,...... ~-' 'L, t. .._ -.j: ! ~27 ~.S: College Street ~ · · · Washington, Pennsylv'!nla 15301 : • -'· -'"''!" -..• ..,. · · · 7144-Mon...:.at ( .... --.:_:.::·-= ..A. ~ .... --... .· _ ... ~,. ~. -~. l Sworn to and ····7/~;t'.AlA:t~71 . MARGARET M. BRADLEY, NOTARY P~ ........ . "-· WASHINGTON. WASHING10N COUNTY MY COMMISSION EXPIRES MAY 6. 1972 ~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 officiail legal periodical for said Washington County, published weekly hav-ing its place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASHINGTON COUNTY 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 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: " ... , ...... f.~.!?.f.~9:.f.Y. .... ?.:?. .. r .... J.2.?..! ................................ .. ............ ~E.~?. .... 1.l! ..... ~.~.P. ..... ~?..?..~ ................................. . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the Estate Notices The Register of WiHs has granted letters, testamentary or of admini$tration, 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. . . . . ·• . . . . . . . . . . . . GREGG, LEA, a;k/a OLIVIA GREGG, Dec"d. · ·· Late of North Franklin ·Township; washington • Comity, Perina. . · .. . Executrix:~ Helen, G. Penn, 893 · S. Main Street. Extension, •. • . washington. -Pennsylvania: 15301 Attorneys: Fergus. Martin & Fergus, ' 27 S. College Street;-0.-Wa:Shington, Pennsylvania 1~301 · :~g~~~s of this affidavit as to the jtiD,.tJace <~dharacter ~~t~e pub:?ati_~~ ;J L~'i>lCV[tt J:! '"" ~/ """~,,.::,,,,., •=on~tfj_=:::::.·~,.,.;,,S;\bc:l.rfr:::: .. ~ Le--~ ,--'-:-'--;::. Editor• · · 4 ~::; ~\ .,\. ~~· ~~{ ~1-------Sworn to and subscribed before m · , ·-;~~-' : ~· G " -~~ ~.. . . (-'( .......... !.!.:!:.hday of ...... ?.!.~:!:".~?. ............................. , 19 ..... ?..~ ...... . ~-..2-/-~::i~ JOSEPHINE T. SCIAMANN.!I Notary Public, Washington, Washington Cfl, My Commission Expire~ iuly.l, 1974 . ';',..-~ ''~ ·· C't fJ:1.~'· · <1 \ t' , ... ..J f \.-. J "· ~~ ~ (:,,~ ,......,.,...., 7'·· ~ f".. E ""r •'('jf . ~· p" ,r ~ .· ,, ~ o' 7 ;--. -"<'">. I. . i Qtnurt Jlr~s nf linB4iugtnn· Q!nuuty nf O!nmmnu ®t:pquun ~ C1tn.u~~ ;, ,. In the ma.~ter of the Audit of Account in Est~t~ of_.::L:=E::..:A=-=-· G=R=E=G=..::G:::_:::a::.:!·j--=k::.!/:....:a::........:O::..:L=·· ·=-IV--'--=IA=-=--~t GREGG TO THE ~UDITING JUDGE: t mtnininu . 63 -71-162:·. .: N o. _ _::_::::__...:..::.-=.=~-----'------,___;_c ____ _ ,.···· ·,,- Enter+-' -"----"'o""u..,r~ _ ____;_ __ appearance for ___ ..... H..,e~l...,·e...,n..,.:_,G,.,_...___,P_,e""n""..,.n..._ .. .:.:.· .. ..,E,..x ... e,.."'"c""'u._.t,.r_..i~x"--"'o"'"f_t.._.h""e......_.E..._..s.ut""'a~tu.e~· ..... ·a .... f_ Le~ Gtegg a/k/a Olivia Gregg- ~MA~TIN and FERGUS 11 day of D~thbe r , 19_1l_ N. B.-Counsel shrall, by separate paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that r_egard. J ...... !,, , ..... ~ <) ·~ ""'"'..._, s ~~1 ,,, (~ .,.~ ,, '~-,_-J cc ;~~ {! ;:;, .v:( i (:( \}-' ,~~ ... · ,., <>=. ----" c:::;~~~ ~~ (:~ ed. · No. 63-71-162 In re Audit of Account in EstaJte of LEA GREGG a/k/a OLIVIA GREGG AUDIT Jrarctpr fnr ' J\.pptaraurr FOR Helen G. Penn, Executri:k of the Estate of L·ea Gregg a/k/a Olivia Gregg FERGUS;·MARTrN and FERGUS . . . . : ' BY !'; ~~- ,_..~, . ·:.:; '··.; t;. ...,.2 :·. '.~ . :'·: ~;:-·._- Attorney ~~-. IN THE COURT OF COMMON :PLEA$ OF WASHINGTON COUNTY, PENNA. INRE: Estate of OR;l?HA]\fS' COVRT DIVISION . ( ) ( ) . No. '162 of 1971 LEA GREGG, a/k/a' OLIVIA GREGG, ( < z <( > •.J > fll z z Ul a. Deceased. ~BEFORE: 1-~ z :r Ul <( ~ ,.:APPEARANCES: 0 ·o: l- UI Q .J <( QTIME:. Q :::> .., :t' .. ... C\1 vi gjTHE COURT: 1-a: 0 . : ) . ·(. . HEARING ONAUDIT ' ' The' Honorable P. VINCENT· MARINO, Judge of the sa~d ·Court. FERGUS, MARTIN, ·AND FERGUS, of Washington, Pa., representing. the Accountant. Tuesday, December: 14, 1971 1 at 10:00 A. M., EST ,Number 162 of 1971, the estate of Lea Greg a. )II a: 1- deceased .. 'lrhe\,E'.xe;m:utrix is H.elen G. Penn and the attorneys are a: :::> 0 0 .J .<( ti ii:. II. 0 Fergu~s; Martin and Fergus. We will pass this audit to the foot of the list or the rep: bouts. ( AUDIT CONTINUED ) (At the close of the call of audits for this day. the following occurred); THE COURT: . Mr. Zermani, would .you call Fergus's office and see what t~eyin~end to. do about the Gregg estate which is listed. for today? J .. v . ) J _., __ , . .- ·. ·. ,' ,· . asked for a continuance to the end of the·. list. THE COURT: "".:'.' ·.• : You were talking to someone? ~ ~. .. MIL ZERlV.lANI: The secretary inf~r~ed us that ~he s·ecreta ~ ..... . .... . was sic):<. and "they wish it continued. to Friday's list. . . THE COURT: · .That will be continued to the foot of Friday's list, ·. . December. 17, '1971. • .. ( AUDIT CONTINUED ) . · ... close of t~e c~ll'o~ audits for Friday, December 17, _1971, the i . . 0 .... ... . ~following occurred): .. . . ! . ~THE COURT: • Another au'dit continued from earlier in the week is the estate of Lea Gr~gg, deceased, Number 162 of 1971. The Executrix> is. Helen G.' Penn and the. attorneys a_re Fe-rgus, . Martin a_rid.Fergus. Harold~ Fergus, Jr.:?. . ! If it'please ~he_ Court, I ~ave the .Petition Su Audit a~d the r~lated papers in this estate. There are no creditors. . . ·. . . The estate consists of stock and· i.Virs. Penn hers elf_ is 'also a res idu legatee and has advanced all. the money for-the expenses and will • -• -' , ' r • advance two spe~ific bequests so that she may take the stock in kind . . . . . THE COURT: No claims outstanding? MR FERGUS:_ No claims outstanding,; Your -Honor. THE COURT:. Is. there anyone else in Court interested in this decedent's estate? NO RESPOi'f_SE ) -. \ / .. , .r- ··- e· ,· .. •. ,. . , . ... . ::: ·, • the Court~. .. ,·, ·,. ''."· ,.,. ... ' [ .. ' ·., ·:,.·~: ,_.p, (~::: •• ·.· "':·.. ..t CLQ) ED) ~ .,~;' . . ' ·(·~UJ?IT .,~ ..... ,.-... ., ' '·' ', 1'. '' .. . ~, ( , . . .. ,, .. .,, . '. > . ;; . ·~ ·· ...... ~ :· ~ i. ' . ' ·_ ...... , .· ' . :... ' '•. . . ' . . ·.,. .. _-t ./" • • _ _..·· .. ; ... ~ I hCl!J"eb1 ·cettlty.tnat t~ prO-ceet:Jlap 'and evid~e are :eontamed ~ .. •, ~:·· :: :. ':·· ··~·· ... ··: _.:~· ;> ' . ,·. •.. ., .•. . , ,; :· •·. . , ·. · .. fully and •eeui-atel.y in tli~·t;\Otea '-k~n.'bt m~ on ~fa,e ~~ri,ag .ot th~ above: z z , , ~ause. i e ·" ·" 2: 3: IIJl oa:. !:·.,; 1-0: :I 0 u .JI ... u. it: IL. 0 , .!. ., . . • ., . ; J' . ;. , ,. •: •''"' .• •'' • .. -,..' . , .. 7 .( ' ' ', ' ., .. , I ,, 't ·and>-that tbia copy 18. ~ ~orreet tt>anacript: ott~ same •. • " ~ • ' . '.j. ••• • ,. •. 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Qtnurt nf Qtnmmnn Jlrns nf lfa.slJingtnn Jrnn.syluania, ®rplfuus' O!nurt 1linisinn Qtnunty, ESTATE OF 63-71-162 No. _ ___::.:__:_:.:_-=-:=-=---------- Lea Gregg e./k,/a In the matter of the First and Final Olivia Gregg, Account of __ H:...:e:...=l:..:e:..:;n::.....:G:....:•:..,__P...:e::.::n:=.:n:.:-___ _ deceased Executrix ADJUDICATION AND DECREE And now February :{£, 19_1Z_, this matter came on for hearing, audit and distribution at this session and testimony taken;' and thereupon, upon due consideration ther.eof th..e b~ance for distribution in ~the hands of the Ac.countant. is deter~ir:ed to be $ c • 90 ~ ,1 and the .account is accord 10 g (ly conf1 rmed; and 1t 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 mode a port hereof, unless exceptions hereto be flied sec. reg. or on appeal be taken herefr<:>m sec. l~g. SCHEDULE OF DISTRIBUTION Balance per account-----------.,-------- Additional credit asked at audit J '\ Balance'---------------------- Deduct Clerk's Costs & Receip1;:)._------------- Attomey_--~.F.:..s:e:L:Ir~g~, ..... ls~M:.!la::a..rL:.t.Lo.i.L..nu_F~e.:r~gJ.~Il~S---------- 14.50 $2,909.17~ $2,894.67 c. Elwood Penn, III, grandson, legacy o:f 1/5. net estate, c. Elwood Penn III and Bonnie Penn, Testamentar Guardians :for Belinda Lea Penn, great Grand- daughter, a minor, legacy, cash, , .. Contribution to maintain assets o:f estate in kind,- HelEm G. Penn, daughter, residue, including 240 shares common stock o:f Allegheny Power Systems, Inc. and 20 shares Ohio·Ed.ison Company common stock, held in kind and distributed as such at the appraised value, 578.93 $2,315.74 soo.oo $1,815.74 4474.26 $6,290.00 6290.00 No balance L.. / I '-'-· '· .. ____ -=--- No·-------------~- In the matter of the A~countof ~ of Estate of . l\bjubirntinu nub m~rr~r ~~ ~\~ ~2 '-··1 ·, '-. ..... ~~·· I ·. :""" 0 ~-~ J-. .I ,· "'"' t i "·'/' t,..A. P • "w' 9 72 -FEB·· 7 3 PIt ~ 2 I t l'> u s· (' 'r· ' . I I •. n ' I' 0 ' rl ;j.: ~~ :_ l·~ :"<!\ i "l . REGISTd{ Of WILLS WASHINGTON· GO .. PA .. " - .... , L. r- '-· \-,., -· '~..-~ . I .., L.. r · .. '-. I J . I :.. ~ I E'ERGUS, .MARTIN AND FERGUS ATTORNEYS AT LAW 27 SOUTH COLLEGE STREET WASHINGTON. PENNSYLVANIA 15301 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. ORPHANS COURT DIVISION .. t .. NO. 63-71-162 r , ELECTION TO TAKE STOCKS IN KIND .. I hereby elec~ to take the ~ollowing stocks in the al:o ve estate in kind: (a) 20 shares of Ohio Edison. Company; (b) 240 shares, common stock, Allegheny Power Systems Inc. Helen G. Penn " •, •' ol ..... --.1 ·---r·~l ~ --· ~'-' r-.; J> rn :::0 •1•-.lo'*H (/j (;') c: -n ~-... , .. :r: (fJ ,.,.-·, ({! (/J r.:::" :?.!:' -t jt~ en . .) >;' ;-rr r· -l ....... ) -" t~~::J ~_) G"'; II z -q ::::: ot'"'f.:l 0 ~ :~;It• ~.:r. 0 ::):J ;•-.) ' z -o r-0 )> (f) .! R C C•43 (5-65) ~ _, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG F eb.ruary 22 1971 NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Deportment 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 196,1, we herewith submit the following report: · · 1·· NAME OF REPORTING Ptttaburell ftational. Sank . 0 ·: 0 . \'Taohington Of'tice · j~ FINANCIAL INSTITUTION --6~3_f-. """'M""otn.+.: .........e.,;•~r------------_------~-------jiX, ... ADDRESS Wuhtngtan Pa 15301 '/; ACCOUNT NO. OF JOINT, \ TRUST OR INVESTMENT DEPOSIT a~s 083 20SlS91 . ' \ NAMES ON A~COUNT , [1 · · OR INVESTMENT ------,.-i)~ht":!'"::JrLf.j .. &aMr-ft0tN•Gh"'OO-----------,--I ~-. !l\.1 \ . Mra Hel:a G Per.a \ ~ · DECEASED JOINT DEPOSITOR, \ , ~ TRUSTEEORINVESTOR_~,_tr_a~L~e~a~G~m~gcr---------------~-1 '\· ' 893 s. Main Streot ' ADDRESS Washington Pa 1S301 . " 1 : ~ ,\. ----\ }I \ DATE OF DEATH -------:!Fneb!bt"''t'tt11:'l\n"tt"'"3'11"""'ilJ:-T-llt-.t;ii'I'T?lt--------------r.; (' j '\ SURVIVING DEPOSITOR, r1 •t · t \ BENEFICIARY OR INVESTOR -~>S-i~Mr--R-i~n--------------------I.!· .;i\\''., '.\·.·~'·! ~\-. lli,5 ,Holan 0 l'ent& 893 S. Main Stroet ADDRESS _______________ *~~~-mi.~il~~~b~~~r~£·na~l~5.rn~O~t~--------------- RELATIONSHIP TO DECEDENT DATE DEPOSIT OR INVEST MEN~f.,.,alJf9rft7ft.Jhte'""w.-------------L \ .. WAS ESTABLISHED -----fM~~o~vMeJi':'liabm.airl"l_,6~lW<,SIDi8t----------------- BALANCE, INCLUDING INTEREST · DUE, AT DATE OF DEATH $---2-2.-.f.6~69cr..~ellriJ------------- ·, \ I _G~_? Y. !~@ ~;%.,. ·tf(). ol SZ/~ fs_·~.Y-,?/).::-?(oo .I .~4·~~ TITLE P m Assistant · 1 . \ . I ; ~' • I RCC-134'(1"69l't. . "• .. , • ·(• · '·~. 1,' COMMOtffl.EAltH ''OF p·~NNS'fil~ANiA -. • •. ' ··;; ~~ .. ' • . ' ,bEPAKTMENT OF REVENUE 'OFFJtiAb.NOTIGE OF INHERITANCE TAX BuREAU OF COUNTY COLLECTIONS APPRAISEMENT AND ASSESSMENT OF INHERITANCE TAX DIVISION ASSETS NOT su BJ Et'f TO ADMINISTRATION ····---~--------~ ·-'··-~· ·---~-*:._·-~---·-----· . oc •••• -•••• -----~----~--.. _. _______ .... __ _: ____ ;_ __ ~ . - .TO:--J1R~ •. HE.LEN. .. G .... P..E.NN_ ~9~-~ •. NAI~ S~MET Date: DDUW March 9, 1971 County~: __ lv..:..:A:;:,S..:..:H:.::I..:..:N-=.G-=.T-=.ON:..:.r __ ~~-... " '\'lASHING TON,. PENNSYLVANIA .. 15.301 County F i I e No. -------"~--------- t ,. , ·, .~ ' I .~ Bu.reau F.ile No. C:: a-.7/~/~ c(' Under the Inheritance and Estcite iax 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 • __ .. Sayings Acct. #083-2051581, heid in --~h~ _ PI_'tTSB.lJ~gH N:A'f!9_N_~t ~~~-' _l~~~I)I~~'l'()N :_()ff~9E, _lvASHINGTON, PENNSYLVANIA. In the names .. of MRS .• LEJ\ __GREGG .. or. MRS ... HELEN .... G ..... PENN •.... Opened, 11-6-58. Bal ance ... as .. of .. date .. of -death., .. $2 ,669 .•. 04 • . -···----·--. -----------···-·----... . '··db h· c· ... •.' ..... -.. ;, L,., '·--·f' ·h .. d~· .. ·-·f . .J·c•': h ··-$. ,. ·2 669 04 . appra1se · _Y t e -ommonwea tn; as o t e ate o oeat ; at . ----' ....... ·· -. -· 50 %" ·f .h'· ...... ;_ . ·bl• h· . f 6 % .. . ... ..... o o t 1s amount·1s taxa eat t e tote o ~-o DATI: OF ASSESSMENT ·-TAXABLE: AMOU.NT LESS: ALLOWED DEBTS. 'NET t'AXABLE AMOUNT AMOUNT OF TAX .DUE ORIGINAL ASSESSMENT -~' ..... ~ ._0 ~ .:. 4. -.....:.:"---..::..-\ . ....., .. _......._.......___.___._ 1 334.52 $ ... . .. ' -..... . ' -,. ::... ... - 'II., ~ • .. J30.Q8 .. 0 If yo·u:pay the obove""amount within thr~e (3) rnonth~ AMENDED ASSESSMENT ' . $----~--~----- of the dot~ of death ~f the decedent 1 Or 61'\ or . b f-· · · ·May··l3 ·19· 71 · · · ·d· d ':t ·· e ore __ ~ ... .. . .. ____ -... ...,... you may e uc a disco'unt of 5% of the amount of tax due·, or .. : • • j -~ • • 4.00 -~------~ 0 :rhis t~~ ·became de_l_inq~ent, ·fifteen_(lS)_ mo-nths._.. .. . . aft.et the dot~ of death Ofl~l, in addition to the . - .... to~, 'statutbry iilterest. at _the tate of 6% of .the ~t~x per annu~. is also due as of*---.......... ! ..... .. .. -19~in. the amount of -~*If the tax is~~ot pbid by' the above dote odditio.nai. t:. interest is due at th'e rote of 6% per annum until •• "d ,_ .'\ . ·· po1· 1 ,. ' . ...., f -, · ~iOTAL AMOLINf OUE . $ -------.. ----$ :::· ~:=:::== .. ···:::::::····:::::::::===== 80.08. AF'~R~ISED ~ (~ ASSESSeD ilY: =-----=--·=·--=·--=-~=:-~-·· ...... ---....... ·· ·~~------~ .............. ---------- 1 ---· f ' (lnherit_onte T~lt A'pptaiser) · (Agent for the Com~onwealth) ( i ·~ ' I 'l j . , AGENT FOR 'THE GOritfl~Hhr Ltk, .. COURT HOUSE 'WASHINGTON, .PENNA. 15301 I . :/ . 'I '--------=-~-···__;_· _______ --_"_'·_'·--------'------------""~"~ .... fft«· ..... '7 .J I \ If you have already paid this tax to an executor, a .. dministrator, attorney or other personal representative·of. the decedent for forwa~ding to the Commonwealth, list below the dat~"p~i.d;:.J.~ame ·and addres.s-,.af•tn~ person· to ~hom. you made payment, their official title.and the amount .. · , · · .... · · .. , · . '· ·: · ·'. . ' • ' ' J ' 1 J , ~ • ' ' ·~ ,,{ ; I • , ' : j ' .. ~ Date Paid Name and Address of Payee · · Official Title Amo·u~t Paid ·· · , .' ' ' , ••4 • (\ , ... • • '"I #-.... • "\:., ""' ..,,· .... Under certain dtcu.mstances, 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 . ~uch expenditures meet all of the three following tests, it is recommended}hat you itemize the payments below, execute the affidavit, and return this notice. The Register of Wills will examine 'th~ 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 WHic'H MUST BE MET ARE THAT: 1 -You were person~lly legally responsible for these debts, and • 1: 2-You actualiy paid these debts out of the .. account or property described above and can. furnish proof of ~uch 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 admini.stration of.the _general. estafe of the decedent or any other transferee. · .. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amo·unt Paid '. ' -I •' .. . " . r "~ ! ' ' .' \ t TOTAL $ .. {attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA). SS: COUNTY Of ________ _ I, hereby certify that the foregoing,is a just and true statement ~f funeral expenses and other debts of the decedent, , for which ·I was legally responsible and which I did pay out of the property herein taxed. I further certify, that to the best of my know]edge and belief, these same debts· w·ill not be claimed by any other person, for inheritance tax purposes. '......_ ' · SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF _________________________ 19 __ . ,. ~ ..... Signature of Taxpayer ' ' REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the above county, do respe¢tfully report that I . have allowed deductions listed above in th.e total amount of$ " Date of Approve I: ________ ._',""--------- Register of Wills '"'\. < ' ' . - Fonn RCC-2 .. March 16 1971 .-. : DATE ....................................... 1. ............................................................... . , "' J)EPARTMENT ot RE'\'ENUE B'OREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT ,_' .;. ~ .... . . COUNTY .. .Y.f.A?..!.i.P.'ig~.Q~---·····························=·············· ' ' L: FILE NO. .. .. 9.)::7J:::J:9.? ... ~ ......................... -..... :: ............ .. . Whereas, ..................................... Mr..l?. ....... ~~-~ ... .Q:r.~gg .............. : ................................................ late of .............. : ........... ~-~-f.P..:.Pl5t.9.A ................................................ . in the County of ......................... W~-~-h;!,_:p_g_t..9.:tL ......... : ...... ~ ............................................. : ........... ~mmonwe!l~h of Pennsylvania, having died on the ........................................ 13th ......................................... day of ................ : .. F.ebr.uary ............................... 19 ....... 7J, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of· Pennsylvania; The;efore, 'I, .............................. A..:q'~P. .... 1:9.§ .. ~ ............. : ..................... : ..... ,.~ ............. : ...... , an · ~ppraiser' d~ly 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: ·:J f i "! ~ 1 '· 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. · , - Balance as of date of ·:.. ; ·. .: ~ i , .,.. ·' ' . • ~ . Description of Asset ·' .. · . ..... ~ .. ~ . t ........ ~ .. ,,"\ J .. -~ -.;- .. -~ • ! l .. ' .. 1 q. ·' ( ' .. j\._ _ .. ' ' . ·-'0, '1 ... Unit Values Appraisement Made for Inheritance Tux Purposes 2 669 04 ' .. .. -~ ·~ ~- ~. >; ~ .... ... ' ~"'c' ' •I ~ { ~· ·····~ '·\·---.. \ ~::~-';-"--. ) -' . .. r--.._r-.. ...._._ ' ,. ~ --~~~ ._'-._ ,.,;: .;.:;;:::::-. ~ ~ f'----- .. . i: ~' ..... '\'·\ ') 1 ., \· ; ;---· -..-:.=:_--~~ { ·; ~--~ ~ ~ ., n . . --.,,,•oL ( i .. _ '-:. .. \ tj' • 't '"' . ~i J.-.., . ... ........... )V.A$J:IJ;NG+..ON ........ . Cou11ty RESIDENT INHERiTANCE TAX APPRAISEMENT Estate of "'---"\ -REGG ························· \ .. :... ...... .. .. ..... . . ...... ! ............ . ' \-MRs . LEP, __ _g . . . ..................... D"'as'd. \. VIASHI~QTON ................................................... . ........................................ Late of .. ' Date of Death, 2-13-71 ························· Appraisemel!t Docket Vol., :I& 7 •· . -~-f ' ~.Page,. No. 63-71-162 ················································ '• .! ... ., ·: •: ·J....; ·) .. .. . .. 1 ' .. . .. " ., ;l r ... _, !. ' . . , l I .-~ ~ Filediin Register's Office, -------~~-~:-~ .... 1.:.?. .... 19 ... ?1.: .. '! . Amount of tax dtte, $ .... ~ ....................... : .................................. : .... . DEPARTMENT OF REVENUE- ,,t,• Received, •· Examined and Approved, ' Wrote. abo.ut Appra-isement,, Appeal fyom Appraisement, ·I • l E_ntered and charged, •• ;~, '.f t t f . l- f ,. ·' t .· ' . , ~-~ . : ' " I ', ~ .) ,, ~ •, ... I .. ~ '' "• .\ .. "!"", ~ ·~ ~ ... .; , . • ,_ 7' .. ; -~ . ., ! .. '" ' . .~ '· ~· . . . , . . ........ .., ... .. .(' I ' . . .·1 .... . . '• .. . .-1 .. ·(.' .... ' _, ;: ~ (i} . ,-;:. COMMONWEALTH OF PENNSYL~~~VEO DEPARTMENT OF REMENU~cBt~ 0f_ -HARRISBURG ._fvl/OU$ RC C·43 (4·69) NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsy Ivan ia Dear Sir; · AFff 23 2 56 PH '71 Pursuant to Section 742, 'Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION First Federal Savings and Loan Assoc. of Washington~ ADDRESS 77 South Main Street Weshins;ton; Pa. 15301 . \~ ACCOUNT NO. OF JOINT, ~ \ TRUST OR INVESTMEN_ T DEPOSIT Savings 9187 J\9 NAMES ON ACCOUNT j" "' OR INVESTMENT Las Gregg or Helen c. Penn (\ J DECEASED JOINT DEPOSITOR, TRUSTEEORINVESTOR ______ ~_a __ Gr_~_g~g----------------------- ADDRESS ANDCOUNTY ___ II_I _____ s_9_3_S_o_u_th __ M_a_in __ s_tr_e_e_t ___ w_as_h_i_n_~t_o_n_,_P_a_. ____ __ DATEOFDEATH~~----F-eb_~ __ ar __ l_3_, __ 1_9_71 ______________________ _ SURVIVING DEPOSITOR, BENEFICIARY -OR INVESTOR __ Re_le_n __ o_. _P_e_nn __________________ _ ADDRESS ____ e9_3~S-ou_t_h_~_la_i_n_s_t_r_ee_t ___ wa_s_h_1_ng~t-o_n~·-P_a_. ____________ ~- RELATIONSHIP TO DECEDENT_-=-__ d_a_u::::...gh_.t_e_r --------------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED January 7, 1959 BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $ ___ ___;_...:;:;.,..==:::::~----~-~.-:--- \~ )11 j 21 '-/2). (; J =I_~~/), ..J"~ { 'ft 1 It,~ ll,[ J :.. . 91.2 I 7 J J---1"~ ) 7 7:2. 75 :. Lj J', ' ~ TITLE 5'-/3 ·-7/ j R c c-~ 1 3 4 ( 1-6 g, ~ · ; i · _. · · , : ·. • · : :. , -: • . ~ , • CON~)NWEAL TH <iF PEN.,.,SYLVANIA ... /~DEPARTMENT !JF REVENUE PsuREAU OF druNT\'~eolLECTIONS INHERITA~CE J:AX ·DIVISION ()"f:',FICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSES.SMENT OF ASSETS NOT SUBJECT TO ADMINIStRATION . ' TO: J:!EI,.Ebl c IPEmT 893 SOUTH MAIN STR£ET. :. ; Dote: --~A~=· h~9~..J.R·:..}------npPil 2 1 1971 County ---ITt~! A~S~:P::..~'!Ulhlii..P<.J.TOl.UliN------- County File No. _________ _ ·Bureau Fil~ No.---------- We hove rece~ved·notice thrit,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ on -February: 13,· 1.9:..:.21.; you come into ownership of certain property through X~26fX:i1fl(X1Hl0Gf:~.XiiD¥ialXXXX Xl1UGC · ·: . trarisfer from LEA GREGG deceased · · · · . . .. . . . . . . ·-. . : . . . . . /' ' .. Under the Inheritance and Estate Tax Lows of the Commonwealth of Pennsylvania such, transfers ore taxable and the liability for the p«:Jyment of the inheritance tax ~ue is impos~d upon you, as transferee . . . The property on which tax. is hereby assessed consists of: .• It I Savings Account #9187 held in the FIRST FE'DFaAL SA"lbrcs um r,(laN F;soc I OF WAS!:IINGTON, pimNSYT.VANIA I · IR t1:.1o 'Aii1JllQS or L1H. · CaECC Oil HFT r'N· C I Pc'Wbl .opened January 7, 1959, · .Balance as o£ date o£ death,$321 425.05 appraised by the Co~monweolth, OS ofthif date: of death, at $ . 32,425.05 50 % of this amount is taxable at the rote of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT . •. J?A ~E OF AS~ES~MENT TAX ABLE AMOUNT ·.$-· ------- '- (. LESS: ALLOWED DEBTS· NET TAXABLE .AMOUNT. AMOUNT OF TAX DUE 0 If you' pay the above amount within thre'e (3) months · of the iate of death of the dec~d.ent ,· ~r on or ·· · befo;e May.· 13 · 19 71 · you may dedu.ct a di~c.ount of 5% of the amount of t~x due, or. . 0 This tax becom~ delinque.nt, fifteen (15) months. after the dote of de~th and, .in adMtion to the tax, st~tutory interest at the rote of ~%of th~ tax per onnumTs also. due gs of*-~~~__,..- 19_. _in the amount of *If the tax· is no.t paid by the above .. date additional interest. is due ·at the rote of 6% per annum. until paid · TOTAL AMOUNT DUE .------------ $ 972-75 $ ================= I . ./ // j, APPRAISED BY: . /I". ,.,.J.,.... A."'-' · ASSESSED 8'(-------------,:----~ '':• (Inheritance Tax·Approiser) (Agent for the Commonweo_lth) 1 , INSTRUCTIONS TO TAXPAYERS •. -~ . ' Make checks or money orders. payable to: .., ~-. . ·~ . . i i • •.'• I j -;•: . •, To insure proper credit to your account this Official Notice must accompany your payment.·~ Moil or bring it to: ..... ( '" ~ J l j' ii • '" IO.a )• i ,..., I R ~ teOURT HOJSE WASI:U!~GTON,. PENNA. 15301 If you have already paid this tax to on executor, administrator, attorney or other personal representative of the decedent for forwarding to the Co-mmonwealth, list b.elow.·t_he date pai.d, nom_e .and address of..the p~r~on to w~m: you made poy.ment, their official title.ond the_omount:. · ' .. · .. · :·· ... :: ·.. .' ·_. .'--~->. -~ .: · ~.," . . ' \ . Dote Paid Name and Address of Payee I·'· •' :I _" .. .. Amo.unt Paid .. '•· Official Title ---------. "'·· .. .. .... ) .. _ Under certain circu_mstonces, if, after the dote 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 e~pended by you may qualify as deductions against the gross value of the property_ inthe co,mputotio!l ·of,tox du~. If any such expenditures meet a II o_f t~e three follow_ing tests,, it_ .is_recommended that you itemi!:~. t_he_ poym~nts below, execute the affidavit, and return this notice. The Register of Wills will examine the debts·claim~d and allow_ those which he determines to be proper. The tax will then be recomputed and you wit'l receiv~ on 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 admin.istrotion of the general estatE~ o.f the decedent or any other transferee. · · . · SCHEDULE OF DEBTS Date Paid 'Nome of Payee Description of Obligation .. ! ' ~ {attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY 0~-------- SS: Amount I ,_ : ' - ' .. ' ' TOTAL $ Paid ' 1, hereb~ c~rtify th~t-the forego,ing is a j_ust.and true statement of. funeral expenses and other debts of the decedent, , for which ·I was legally responsible and which I did pay out of the property herein taxed. I further certify, that to the best of my knowledge and belief, these some debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF _____________________ 19 __ _ Signature of Taxpayer REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I hove allowed ded'uctions listed above in the total amount of $ ---------o Date of Approval: ______________ _ Register of Wi lis ~t~ /'} ' ( '(!\./ JfForm RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF ..... WAS.lU.N..GI.O.N. .................................................. . IMPORTANT: This return must be completed in detail and filed in duplica·te, ·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 o·r 1961.) IN THE MATTER OF THE ESTATE OF } AFFIDAVIT OF Lea Gregg a/k/a Olivia Gregg · · -·························-···································~-~t~--~~~j"··~;;:;~···~i···d;;;;;d~~t·)··························································· .. ·· · EXECUTOR Washington _ ADMINISTRATOR Late of ........................................................ ....................................................................................... County ::.:· .:--::::::i:~_:---~~~-:-=J "' .................................................................................. .H.e.l.en .... G .•...... P..enn .................................................... , ............................... , ... , ..... ·······························-·····E.x.e.c..v...t.r..ix. ~ of the estate of the above-named decedent being duly sworn, depose and say Decedent dJed ........................ Fe.br.uary. .......... . (Month) ................ 13 ............... , 19.71 ....... ,{· testate leaving a last will, copy of which is hereto attached. _} (llily) (Y,..r) intestate o the rNaam:t ::: i :::r: :: r :f. e:ttt::;:: ~:} ····· ······ ....... F..e.:r::gq~--'······N.a.r.t..i:n ..... a.P..d. .... F.er.g.v..s..................................................... ············-·················································································· whom all cor respondence should be . .. . ..... _n __ $.c::>l:l:.1::h .. G9.J.!ege ... S..t:..:r::eeJ:., ... W!3.:.§lh.:i,.P.g1::.QP.:, .... :i?.~!l.!l.l:l.Y.AY.9.:!l:i,9,-_ ...... J.?..~.Q.!.. ................. . mailed. That as such .RgJgn .... G.., .... f.J;!llll .......... deponent is familiar with the affairs of said estate and the property con- < Ext~r:u tor-Aclministralor) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSiT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Mellon National Bank and .Trust_ Co. Lea Gregg and Daughter Washington Office Helen G. Penn South Main Street Washington. Pennsylvania 15301 - That the contents of said safe deposit. box or boxes are itemized under Schedules --~B~ of this return, with the exception of the following, for the reasons hereinafter set forth: None That Sc.hedule 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 8 attached hereto and ,made part hereof sets forth fully and in detail all personal property wheresover situated owned by the dec.edent 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 ib trust for any other person or persons giving also separately the accruf:ld 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 ~ecec;~ent' s death in all other cases; all bonds, postal savings, treasury certificates or notes and other_ evidence ,or in- debtedness of the United States to the decedent; all obligations, whether by statu.te .o·r agreement they are designated as tax free, of the United States, or any state, or political subdivision)thereo~ or of • >' any foreign country, which are owned at the time of. death; all wearing apparel, jewelry, s·uverware,-pic-. . /!7 tures, books, works ·of art, household furniture, horses, carriages, a~tomobiles, boats, and any and all other personal chattels ·of whatsoever kind or nature, left by decedent, togeth~r with the fat~ly• 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 f~ce value, it sets forth briefly the reasons for such depreci~tion 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 of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. ' . ,f• ~. \. In the case· of securities of close or family corporations, the values reported are as far as. possible substantiated by financial stat~ments of th.e corporations, _showing the assets and liabilities thereof as of the date of death. The schedule also sefs forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said' schedule, financial statements showing the assets and liabilities of said ·co;...partnership or business. A copy of the co-partnership agreement, (if oral, a .statement. setting forth the nature· of the agreement) together with a statement setting forth the character of the business, ·its location, ·and such other facts pertaining to the 'business as may be pertinent to a fair and ,just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequell.thed 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 natur·e 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 co~y of 'the deed,· trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and personal, with its value, which pa~'ses at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. 'That'Schedale 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 relationshi"p, if any, to the decedent, to·gether with the ages at the time of ·dec~dent's de~th of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Scf>edu/e E attached her·eto .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 Scf>edule F.attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral ex~ paid; famil tion, where applicable; costs of administration of this estate; cou~~fudiciary's commissions paid or paid; cost expended for burial trusts,~~ gravemarkers, and reli- gious services, in consequence eath of the~d~and claims owing and tmpaid at time of death; taxes accrued. chargeable for period~ edent's death (except those allowed under Section 651 of the Inheritance and Estat~-A"C't}; together with a s t of collateral pledged for obliga- tions, if any. It :is agreecl-t1la't the fiduciary will present proof of sa med obligations upon re- quest, that if ~~actually paid in settlement of any fee, commission or de ss than the estimate~ti'ii't claiming and allowed, that the same will be reported to the Register of Wills, and that tn.e~-arifount 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 ... 2d. ........... .. ................ ; .............. :., ....................... ~.day of ...... ~ .......................... 192/.. .. . ~~~··········-· Washtngton, Washington Co., Pa. <My Commission Expirea August 3, 1970~ j!IJ . !l 13. . . ' . ........... ~ ... ~ .. : .......... ~ ................ ~ ......... ~ .. . (Executor-Administrator) .................. 8.9..3 ..... S.o:u.th ... Maill ... St.t:ee.t .......................... ~ ........ ~~·· (Street Number) .. ............... H~~.h.!.gg,t.Qn.l .... f..~n.m;;y,l.Y.9J1.t.~L, .... l5..3.0.l ... ; .. (City or Town and State) NOTE: Be fore signing affidavit make sure all blank spaces in the affidavl t and schedules annexed are filled in with details or the word. "None", and in case the assets include rare and unlisted securities, se~urities 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·S'4,(HI4) ·, ... ·.COMM~WEAL TH OF PENNSYLVANIA .. ~~EPARTMENT OF REVENUE . - 1uREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT. .-. ~ ~ .. '· ,·. •.( .. · ·, ~... . . SCHEDUlE··<" A". REAL PROPERTY· *' ' < • Real property in Pennsylvania,. with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property heid as jo.int tenant or tenancy by ~ntireties, report on Schedule "E". Property ht'ld by the d.e.cedent· 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 interesf only . .., The real p~operty located In the Commo(lwealth of· Pennsylvania should be (1) (2) (3) described by lot and block num_ber, ~treat and street number, together wl th DEPARTMENT 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- ASSESSED VALUE FOR YEAR OF eras; olso statement of mortgage encum~rances upon each parcel at death DECE[)ENT'S of decedent. Taxes, assessments, acc~ued lnte'rest on mortgages, etc.,are DEATH to be listed on Schedule" F" and must not be deducted from this schedule . . NONE ' -" ) . ' I . ·- ' I - -- Insert this total opposite"real property", Schedule "A" in the ·X X X X X "As Reported" columr:-on the last page of this return. ' VALUATION ESTIMATED CAUTION MARKET VALUE' (Do not write In this space) -- . ' .. ' \ -• I ~ I I I ... '1 .. l· t ~~.-35 . : • COMMONWEALTH' OF-PENNSYLVANIA' TRANSFER. INHEftiTf\.NCE TAX. d ·RES~DENT DECEDENT •• ; + ,.. ·scHEDULE "B" PERSONAL PROPERTY. · •''t . ... ., .~ · .. . ~, . t , . • I INSTRUCTIONS: This Schedule must disc.Iose all tangible and intangible per;:;onal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or ·others . . ' . . Intangible p~rsonal property, ti.tled in the name of the decedent, but must be listed under Scheduie "E". ' . " paya'ble at de'ath to' another or others, .including but not limited to P.O.D. u. S. Savings Bonds and. tenta- tive trust accounts,: must b.e listed,. despi'te the. fact that they ·are .not of the adminiStered estate. Tang'ible personal .property should be listed ffrst (e. g. je'wel'ry, wearing apparel, household goods, and furnishings, book~, p~intings,-automobiie:?, boats, ·etc.) · · Intangibl'e ·personal property,_ .such as bonds, treasury certificat~s, cash on hand and in bank, stocks, mortgages, 'n6tes, together with accrued interest or dividends, salaries or wages,. insurance pay- able to .the estate ~r fiduciary in ·said capacity, .Partnership ~nterests, -interest_ in anyundistributed estate of or income ,from any ·property held 'in trust under the will or agreei)lent of another, even though located outside of the Stt~:te, at the time. ofcleath, should be 'us.ted in t'his ~chedul~. Item NO• ITEM List and describe fully . '4~0 Shares common stock.AlleghenyPower Systems Inc. · 20 Shares· common s t~ck Ohio Edison _Company. , . ; . f ; • r-·i ...... . ~ < . ....:.J .,.. ~ ... t, I I l._. "' ' ' ( . f' ._ ... .•.. TOTAL . I ., -~ ('· f· t. I' T' :' . Insert this total opposite "Personal Property",· Schedule "B" in the "As Reported" column on the las·t page of this ·return; .. UNIT ESTIMATED VALUE MARKET VALUE 24 fj,~:h-1 .. 5760.00 ';tl' 26 1/2 D,l<-530. oo 629o:oo '. !' ..... ·. X X ' DEPARTMENT VALUATION (Do not write in this space) 5 ?tO.OCJ l . . t9 :< qo oo I.. . '· RGC~-36 .,.r? ~ COMMONWEALTH OF.PENNSYLVANIA TRANSr~R.INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C" T R..!\J\1 S FETI.S (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) No (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) No (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer ---------------- (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any~ transfer of property without receiving a valuable or adequate consideration therefor which was to take effect "in possession or enjoyment at or after his death? (Answer yes or no) No · (a) Was there any possibility that the property transferred might return ·to transferer or his estate or be subject to his power of disposition? (Answer yes or no) ______ _ (b) What was the transferee's age at time of decedent's death? _________ __ (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from tht· property transferred? (Answer yes or no) --~N~o~------- (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 lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) --~N~o~---- (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) ---'N""o..._ ____ _ (9) If the answer to (8) above is in the affirmative, was the power to al~er, 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 be1ow 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, lf 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 NONE Insert this total qpposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) RC"~"..-38 .·. , .... ;.<; CCMMONWE1~LTH OF PENNSYLVANIA THANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRllCTIOt\S: This schedule must disclose all property, real and personal, owned by the decedent .Jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal .property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if· any) of co-owners to the decederi t. Description of Property, Da.te of Acquisition, Name I Unit Address and Relationship of Co-Owners, and Place I Value of Record of Instrument, where Real Estate. 1 1 Pittsburgh National Bank Accoun~ No. 240546361 1959 Helen G.\Penn 893 South Main Street Washington,-Pennsylvania 15301 Daughter Amount at death $2669.04 First Federal of Washington Account No. S-9187 1959 Helen G. Penn 893 South Main Street Washington, Pennsylvania 15301 Daughter Amount at death ~·4·;-~-g J.1 'f J.,f",o~ TOTAL percentage Estate Share Valuation 50% 50% D• f<.. 'J,. ;1!. 1334.52 ' ..-----; ---..... --- o,k ;h. I. 1~, ;;IJIJ,SJ [.L/ 'U.L£ • :JL: 0\ k.. ~.rl. . 1 ~ 5-q?,e~~ , 18,347.04 Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION~Do not Write In This Space. Value of Entire Property Value of Decedent's i Interest ' .. ~~ 21.; ~)_ I c., Jl; -D. ( ··' \ RC~7J'7~. (12-63) . -.. .,-. .. ,) ' C01M1\f.ON\rEAL TH. OF PENNSYYLANIA TRhNSFER INH~RITANCE TAX RESIDENT DECEDENT . --.-~---... -----· ... --·----· ........ ...-... ~ ~ .... ~--~ _.,, .. ...._.-...... -..... - . . BENEFICIARIES AND ADDRESSES . State full names and addresses of all·who h ' ave ~n interest, ves~ed, contingent or other wise, in estate) Helen G. Penn 893 s. Main Street .. .. :Washington·;:...Pennsylvania: ·" .. ... -..... .. c. Elwood Penn III Charleston. west Virginia . Belinda Lea Penn Charleston, West Virginia ' "' . -, . .. ' ' ' . ~· ' ·' ':' ... .._~ ----f~. -·~.,_. . .. I ' ,, .. 1: I ' ; 1· I .. ' " ' 1 SCHEDULE "D" BENEFICI,ARIES RELATIONSHIP (If step-children or SURVIVED illegitimate· children DECEDENT STATE YES are .involved, set forth ~this fact.) OR NO .• Daughter -Yes.~· . . - Grandson Yes ~re~a. Gran daughter Yes I ·. . ... I ~ . . .. " .. DATE OF BIRTH . .. ' ' <:: ..... : .. • i . " .. -· INTEREST OF BENEFICIARY. IN ESTATE !. Residue 1/5 of Estate $500.00 . ··!.. Deponent further says ·that all the above-named beneficiaries are living at this .time except below: NAME· DATE OF DEATH RESIDENCE .... · . .. .r ... _., ··- l . ' ~ • ~ ~ ( ~:. l":· \ < •! Will Administration l .. , ~ No. P.<l THE >·---.:...:..~ Year ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF .. r,..:e:A .. GMGG ... fi/it/.?. .. O.~IVJ:A..G.Itg:GG ... Deceased Late of ... NOR'rR..f.M.m<L.ll.'J .. .'rOWT:ii.S."H.lf.. County of .......... W..A.S.li;J;::N.GTON. . . ' . -~ . :··y-'tf> ~~i .. Commom~a!!fl of Penn~vlvama ~~~~ ~ ~ ~ ~ .. ;:·:~-·~:· J!~Pr~R_! AND APPRMSAC"f·~ I -~ J > ·-•• J ~"'~--, """"' r-li'~-, :, 0 ....._;. . 2: ~ ~ ::s;! ... ·., 0 --.;.<" ·-'-~:::::;:u • I _,~ -or~ ::1:> (n I"'V em ~ ? t• ( ! '\' .... · ..... ·., .-.;.,.,, .. · .. (Executor-Administrator · must complete "As Reported" column #1.) 0 .... 0 "' "' ...., II> X II> r::r (b' tTl "' ..... II> ..... (l) -&) :t...t :o : .... :::s :rt :I-" ~ :0 l§ :(!) :0.. 0:0 ·t1 :o '0 :ro :t1 :rt -~ ...., .... II> ::s "' ....., (l) .... "' '"d ~ (l) (l) ..., e.. "'. 0 ::s '"d e.. ..., 0 '"d '"d (l) ..., . ..., 0 ·~ '"d (l) ..., .... '< :.,.....,: 1;; (/) (/) :(1) () (") (") :n ::r ::r ::r :::r . . .• :·-0. oJ > -~~~:-~.~ --&)~~~-&) (/) c: ~ s:: > ~ ><: ~~ i :(j\ )'I • ;. '-: 'N . y~. . :\0 v;i· . :o '"' . :c, --l' :o > "' ~ (1)--o-o-.... ..... It c... • ·I": \)i. -<.i. "*"*~**"* &" "-;. . . > '~: --~: <~:·; :~: :~ :· :N .. · It-~: : . : ~-: 2" I'V N :'l: ~ .... _ ;. : :· ~. :~. :~: :~ ::s ~: ~-:~ r. c... . ' ;·· . - ::: •l. ;- ";'Ji .•. )\. ' .._I >·., ·-· ~~··· :~ ' ~~· -- '~·--'-'~ .. R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ·. IN YOUR REPLY PLEA8E REFER TO 38-141-1 NOTICE OF FILING OF APPRAISEMENT HElEN G. PENN (Executor~) In Re: Estate of ______ ~LEA~~G~REGG~~_ga~/~ka~/~-------------- ____ W_:AS_._H.:....ING~TO:..:....:.N.:..__ ________ County -File No. 63~71-162 Dear Mrs. Penn., You are hereby notified that the~~~o~r~i~gl~·~na~l~------------- appraisement in the estate of_· ______ ~LEA~~G=REGG~~·~------------------------ has been filed in the office of the Register of Wil~s qf WASHINGTON County on June 17 , 192J_. Said appraisement reflects the following valuations: Jt. Held ~------~1~74,~5~4~7~·044~----- Personal Property ____ ~6~1~2~9~0~·~o~o~------ Transfers __________ ~~~~~~--~--- Total ___________ ~.~23~,L8~3~7~·~04~------ As to such tax that is paid within three months.from date of death, a five (5%) percent discount is allowable. As to any ~ax that remains unpaid after one year from date of death, interest at the· rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ___ J~une==· ~1~7~·~1~97~1~--------Signed Title FRANCES LEO, CHIEF APPRAJSER DATE OF DEATH: February. 13, 1971 Note: This is not a bill. RCC-39 (5-68) -.. . COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ; ' . SUMMARY r--a. ~ .. ,. . "• .. _ Estate of GREGGG (Last Name) LEA a/k/a ""--' DATE OF DEATH_..:...:.2-.....:.1::::3:--..!...:71=--_FILE NO. 63-71-162 (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inhe~itance Tax Appraiser in and for the County of __ Wi_: a_s_h_J._· ngt...::::_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". 1 Dated: J~~ 17, 19'11 · . Y~.~ A-t.J(J . ~PRAJSEF0'fr"D REPORT OF THE REGISTE~ OF: WILLS I, the undersigned duly elected Register of Wills in and for Was ' · · County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed-1J.Y. deponent, except a to those items where a greater or lesser amount-is set forth in the last column to the right in Sche~ule. "F' , which gre r or lesser amount represents the sum allowed as a deduction. \ ! . . . ' Dated: -~J-=un==· ;;;..e-=1~7w'~.....::l:.!:g'/..!..· =1 ___ _ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) · · Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDU.LE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ................... : ' ' ESTA.T·E .TAX ASSESSMENTS ' FOR USE OF REGISTER ONLY Tax on·$ " ' Tax on·$ 20.112 '17. Tax on$ Tax on:$ ' ·. VALUE AS REPORTED VALUE AS A.PPRAISED $ $------~----4----00 00J 1 2 $ I I ·: $ -·· COMPUTATION OF TAX 2% $ cw $ $ 0 10% $ --15% $ ' VALUE AS REAPPRAISED $ ____________ ~--- \ ' I ~: k r:-. . .- ' ' . .. .. . ' - Tax on $ ----------+--- Exemptions=========t=== Total Estate _______ ---4-- TOTAL TAX • $ ' .. . , (*)r As evidenced by C~aritable r~Exemption Certificates issued. by the Secretary of Revenue •. - ' .,. L~ss tax previously paid· BALANCE Less 5% of tax i£.paid within • 3 months after death • .. !=. =====4== $====~= : \ \ BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from : ·~--.----~If-_-- ---------to ----- AMOUNT OF ESTATE TAX ASSESSED $-----+--, Estate tax paid $ __________ ___. __ _ BALANCE DUE Add interest at rate of 6% from -----~0------- FOR USE OF REGISTER ONLY $ ______ ___. ___ $ --------+--- .. TOTAL TAX BALANCE $ ------+-- $ PAID $ ___ '-:__ _ ___. __ . ADJUSTMENTS ... . - 0 . Will Administration ~ No ....... . IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF I$A: __ q~·-······ Decea~ed Late of. .WASHING.TON. : ....... . .r-.._;. ••••••••••• . County of . . ... WASHINGTON ... ,. . . -'"'"'! . Comm~mwealth of Pennsylvania REPORT AND APPRAISAL ·;,t,.'· .v f._:-.. ; ...... ~ ;;"" ,. ) t'· ':..~ .. ·'? ··t -1--, {'I' '" fh: '~ ~~:: -' .. G ---~j -. . ..!~ ~ :. i.·" ,; : r,•'J :' ,. {• ,. ..... -.. '/ ,"'-~ -:.b ~-· 'f· ... •:1 --.::~ ;.·;... (:6. :-~; ,.. ,. ,.. •• ·?').. .' '::. ~.~.,;; ~ ! ' ! . . ~~ ,. t c.· n t~~ t~ .:·. "- ~ 'f:: ""· {<j"~ r : ;i . . c. '(·', . ~ .• J v ,.,. " c; •:.. (:+ ;:I ~"' ... .. (~• ~.-~ {;,. (J r·. '/-'-':) ... .~ y; ~~ ';"'-; . ~~-. I,. -. .:_ :;~ ··!,-j n\··,' .. ·-- " 0 •' -·"'j _..,J !·"'"!. f~ -:-'!- ' ~ r. .<-'• ~ ·--{4 ~ l./ 'I .. Fonn RCC-2 # DEPA~T~'f; OF ~EVENUE BUREAU OF COUNTY-COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ......... Jfune ..... ~7.;, .. .-.. l<J.l.l. ................ : ................... . COUNTY ···-····-~-~-~-~-~ ... : .................................... . ~ , . FILE NO •.......... ~).~7._~~-~§.?. ....................... _ ................... . Whereas, ................................ LEA .... GREG.G.-................ .r~./~/a. .................................................. late of ................ ~~-~-~~~-~~---························································ in the County of ..... : .. ~ ................................... WASHINGTON .............. : ................... : .. ~ .................... Commonwealth of Pennsylvania, having died on the .................................. 13t.b. ............................................... day of ........... )~':~?.~~-~1. ..................................... 19 .... ?.~ .. seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................ ¥.~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. Oeacrlptlon of Anet PERSONAL: __ S'ee copy of schedule "B" attached to appraisement JT. HELD: See copy of schedule "E" attached to appraisement ... .. I') . ., -I . ,.., . •· -l l r-. ''1 -(\ r . . •. .. .. .. ' . ,: .~ . .. ; 1-. , i -..... t:,... -. ; '" ... ' .. -:r; r---.... ,: .. e ......, '-· . . ' h· ~ . r. . total . . " . 0 t1 M (• ,_.., Unit Values (If umber and Str•et) ' $ Appraisement Made for Inheritance Tax Purposes 6,290 00: 17,547 04 23,837 04 ;; 0 ' ... ~- ~.; ..................................................... W~··························• Penna. • J . }'· / ;·. ................ : .......... wa.~hin.gt.9n .... .. COU?.Ity ~,~; RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ........................ ~ ... G:~.E3.gg ...................................................................... .. '·· ~ 'L·• ""'----;, t ~->, "' Deceased.. ·h Late of · . . Wasl-..; ""'ten · ·· ···:······························ .. ················:';~:'6 ............................................................ . Date of Death, ............. ?~;\,.3..~7+. ..... : ................ : ...... : ................ . Appaisem.ent Docket r>oz., ........ 3g ... · ................ , ........... ~ ...... . Page, ......... 14l~:l.. .................... No. .. .... ~?.~?.~~-~(?.?. ............ · Filed i1J Register's Office, .... cJ.~~ ... -~7.. ............. 19 .. 7.~ ... A'mount of tax due, $ .............. ~ .................................... : ........... ~ ... .. DEPARTMENT OF-REVENUE Received, Exa.milud and Approved, Wrote· abo;ut Appra.isenient, Appeal f,.om AJ/pra~sement, Ent'ered and charge¢, .";. ·' '~ ··' c. r• ~-~~ ··;~ r". (C' ·J. ' ,·, ... 2 '·' ~-t~ 2::.- i.;.., .. ";' ~~- ..; -~ . L ~ ' l : ........ o¥ 'Q ""' "'~.) \·-:) .. !_l ~~ ,1;·· ·""'-\ ;\I ... 11-.~· (:. -... r:· '" "• ::~ (_- •' i·. ?.) ;:- ~-~'1 :: ~ . ·!· ;. ·:1 ~\ _.; ,:,.,.·"; . . ;., ~ {. ., . .· ....... ······ ...... ·' / -' "·~ :, ;; ..... ~· . ;)\ ., . •::-""': 'oo =-· ..,,\ ~ ·: . ~:· .. a __ , ~ r~.. _ ~·· ,. ·.a· --:.. ~~ 'J . . . ' t·~~ ., ' .. ~. ...... :;; I .. . 'J '•' l' •> 1 "_y::(. ~- Form RC C·lO DEDUCTIONS ALLOWED IN , ' ' OFFICE OF TME REGISTER'"OF )NILLS THE SUM OF ............ ~$ ...... 4£e?..f.Pl ~ ' .. OF __ W.:..:..=a.;::S..;;h:.::i:.::n;.s;goz..t;:_O;:_n:;:.._ __ COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS ~@~'76 ~ 3 -· 71 _. / t-:U · ... ?'17-71 om~ Register of Wills, Agent ESTATE OF LEA GREGG a/k/a OLIVIA GREG~ATE oF Washington County, Pennsylvania DATE OF FILING APPRAISEMENT -----------DATS: OF DEATH __ F.._e,..h ..... t.wn""au.r~y......._.1 ... 3~P --"'l...t.9.L7,..1 ____ _ DATE NO. OF NAMii: OF PAYEE REMARKS AMOUNT VOUCHEI't Mrs. Paul Stainbrook Hospital Aux. 5 00 Piatt Funeral Home Funeral Bill 1480 50 Ashmore's Final Bill 46 00 Bei1 Te1eohone Final Bill 1 81 .} Safetv Deoosit Box Mellon 5.00 J. Paul Proudfit, M.D. Final Bill 6S Pirris Ruben & Underwood, M.D. Final Bill 2C: Personal Pro~erty Tax 1971 }· 2C Death Certificates .. 12 Russell Marino Probate Will, 3 Short Cert. H . Washington Countv Reports Adv. 14 Washington Observer Adv. 14 ~~ Helen G. Penn Family Exemption 150C Fergus, Martin & Fergus Attorney Fees 314 ' • TOTAL. 352t. COMMONWEALTH OF PENNSYLVANIA } COUNTY OF -_......_ ............... .......,.,....., ....... ~----88: Washington I, --..;;_-:_:-:!H~i6:.Ll~'6:.LP.&.-I,G,.__J;:p;.t:p::JDJ..OL.L..;1------------------,HEREBY CERTIFY, THAT. TO THE BEaT OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS "A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSD OP'. ADMINISTRATION suBMITTED To THE ESTATE oF J,ea Gregg alk/a Olivia Gregg .OEcli.AeEo. As DEDUCTIONs FOR INHERITANCE TAX PURPOSES. • SWORN AND SUBSCRIBED BEFORE ME THIS ]8th ~~/7--~~~~~~~~~yl8~ CHA~LOTIE L. YOUNG, Notory Public Wesh•ngton, Wa:hington Co., Pa. My -Commission E..pires August l, 1970'/ \1~ .$( ~------.l.<!:.l:I!:=~~=-----,,~:..__L-=~~~~----<L. 5.) DAY OP' 40 00 86 00 00 00 00 00 50 07 - ... 7: ~ •. ~ (.. ,,. I ,. . ' ! . .. v d ··o~ N t:n·~ rl'l H S\f rr\ Sll\M ~0 B31Sijltl ON\t\"'11~\ ".1 .. 1'3SSfiB 0 \ \ Ud S I ·~mr I L6 dG .J '11 \ . :.J I .:::\ -. \ . . •· I . . •. , •••• ' 1t" .··, .. r ~ .. I ' . \ . RCC;\72 (9·68) co~:~wEAL TH OF PENNSYLVANIA ,' DEPARTMENT OF REVENUE BUREAU OF COUNTY COLL.ECTIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: DATE Apr1·1· 12,1972 . " ~ • ·, .~ >: ~ • ' I Application is hereby mode for consent to the transfer of the following securities of a Pennsylvania Cor.porotion or a Notional Bonking Association located in Pennsylvania: ·~......,w..-~· ( 0 ) 29. . (b) . . : . -. .. --. ( c )--fQffi~f!:fi:,.1ftlri'WO~-ll:7:-: ---- (NOTE: In describing securitres enter in a}, a 01e, either the number of shores of stock or tliJ face amount of registered bonds, in (b), the nome of the issuing company and in (c) the class of stock or the stated interest rote and maturity dote of registered bonds.) · ISSUED ON _______ , and having a TOTAL MARKET VAilUE OF $.-:l~~3~0-.:w,O~.O~a-· _,_. _____ _ (Date). as of the do_t~tof deo.th of the decedent, Lea Gregg a/kfa: Olivia. areggon Feb~ 13~, _1,971 (Name of6ecedent) · (Date of death) ' ·".L: •. , • , ,who .wo s I ate of_Q8~9~i~· ~S~OMU~·~I;-1h~~MJiaa:· ~1-l'l.ftt--ElSt:ttn.·.r-: -liVllffQ~e!-!hB'iic'nR£1'gtiteoetlft~,.,-, ~~·.~'aHBHh""'1i-lnB:gll'ttToa-.f'lftr.;~· -IP~eH.fl'H&ft'ifar.e;...:--.-------- (Street and Number) (Post Office) (County) ·• (State) e or names in whi·ch certificates are registe'red) . .. ~~~~NJ~1~~ TOR~---'!H!h.e"'""'l.,.,. ~ ..... ri(~11§nfie_,..,. --'. ·:....:) P~OHDH'..ft.,_:...' ~Sy,93~S~'OM:Ul:t;tfl'lhc-'-' MMali-'il-lft~Sirtltra.--'WWlS.!¥-.~"H~'H·~~~I:f;ll~'fi'·~-a-onft-·· 1-:;:--, .......:j,PPt!:~r-:.::~c-'~ ·..:..;• .:,__. ---- NAME OF APPLICANT Helen G . Paint' .. . . .. COUN.TY FILE NUMBER 63•7l•f62 ADDRESS OF APPLICANT 893 s •. Main: st •.. ''Nashe. Pa., BUREAU FILE NUMBER 63•7'1..,162 SIGNATURE OF APPLICANT_ ~,B.~ NOTICE: IF YOU FAIL TO PROPERLY FILL IN\ ANY PORTION OF THIS APPLICATION, IT WILL. NOT BE CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FOR COMPLETION • . COMMONWEALTH OF PENNSYLVANIA-DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES _ .J ·. DATE Aifoil 12 1972 . I hereby consent .to the transfer of the above securities now registered in the nome of the ~~resaid ' 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 mode 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. evenue By ~~ .. R.,tex• .l'&~ngton RCC-72)9•68) :-;" . ' CO,\MONWEAL TH OF PENNSYLVANIA , • DEPARTMENT OF REVENUE . I . BUREAU OF COUNTY COLLECTIONS APPLICATION FOR AND CONSENT . TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT . '!:. APPLICATION (MUST BE FILED IN TRIPL(CATE) DATE __ ~A~p~r~11~.~1~2h,41~972 TO THE'PENNSYLVANIA DEPARTMENT OF REVENUE: Application is hereby mode for consent to the transfer of the following securities of a Pennsylvania Corporation or a National Banking Association located in Pennsylvania: (a) (b) ·· · (c)_....,.......,.......,.....----- (NOW: In d~$Cribing securrtres nter n a , a 01e, ert er t e numller of shores of sto&0fn.D\~~foce amount of registered bond~,' irl"{b), the nome of the issuing company and in (c) the class of stock or the stated interest rote !, and maturity dote:o~ regi~tered bonds.) ISSUED ON __ -'------• and having a TOTAL MARKET VAILUE OF $-!~"M-f-\-f'11'r'-----'160.00 . (Date) as of the d~t~ of death of .the decedent, Lea GPegg aAs./a Olivia Gregg, on_'GF~er~-~b.-::-----'I'J:'~'3r-·-''11~9a--'1"'1=t--- flilame of Decedent) (Da~e Ol dla'th) . who was iott~ of .8~3 ~o~tb .Main St,w 'Naabingtoa, Washington, Penna. (Street and Number) ·(Post Office) (County) (State) ,'• r The secu ri ties are registered as fo II ows: -------:!L:.E&Nillt.--eG~l'~e!t-is~ga.· ----------------- (Name or names 1n whi'ch certificates are registered) ADMIN IS TR A TO R). __ .,uH.e.e lJ.JOa.!Zlrl--tGF-ooer---l'!Pee.nOJ..nD-.,---.:-t:~8~-t~9~3--:S~o!)l\lltt;JJh~· -111Maa1J.J_ RB-.~Slrttr-.· .-wwa!11s&Jrbe~s1sl:-lng~~t,ooftft.-'-1 '--1PPI!-att::-;; • .----EXECUTOR ) '(Name) · (Aaa• > . NAME OF APPLICANT ---lHtii!eHli.ElefllRHJ.G,-.-.• --JPeP&En..lflftt-----__:_ __ COUNTY FILE NUMBER 63•7l•l.62 ADDRESS OF APPLICANT e~ ~ ~· _ ~. :;:.:.BUREAU FILE NUMBER 6.3•71•162 SIGNATURE OF APPLICANT ;u;;,:; B._ ~ --· ~ -. NOTICE: IF YOU FAIL TO PROP.ERLY FILL IN ANY PORTION OF THIS APPLICATION, IT WILL NOT BE CONSIDERED COMPLETE'AND WILL BE RETURNED TO YOU FOR COMPLETION. COMMONWEALTH OF PENNSYLVANIA-DEPARTMENT OF REVENUE· CONSENT TO TRANSFER SECURITIES I hereby consent to the transfer of the above se~urities now registered in the nome 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 mode 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. Signed ~r Secretory of Revenue By~~~ (Si~) Registet-Washington (Title) (County) I • I ,• .. • tea Crea a/k./a ou.Yia Oreu. .• .. I '\ .. ..... ·' Jnurutnrg . anb . .1\ppi-atstmttd of the :goods and d~aattels, right! . and crediU which were Lea Oreaa a/k./a Olivia Creaa Worth Franklia towoahtp '!f -··~-··-·-··-: ...... , ....... ; ....................................................................................................... late of ........................................ : ............................. .;. .. : ....... ~ .......... __ .... , ...................... . W ashingtan County, Pa., taken and made in conformity with the 'abuve aflidQvit. '· : . DOLLARS CENTS · ' ., RIALIY HORI PERSOIW.ft . . 240 Sbar .. ·coaton stOck All .. heny PCJWer Syat.U Inc: •. at · 24 per ·abare · · · ZO Sharea Ohio &diaon Colapany at· 26 li 2 per share . . :· 5!0 00 ' . · .. \ '· 6290 00 ,;;.-. ·, .. .. .·. . ' ! . • ·1 I ~ I jl I r I } I t t I I j ! I • 1 t ·l l I .! "'-• i~ • 'i .. 'j I I' I ~ j. i I . • I • r~ ~~ · ~:·rt~ · " .~.;.;. . - .· ' ' .. ~.· ·, . LAST WILL AND TES.TAMENT -of- LEA GREGG~ '. * * * · I,, LEA GREGG, of the City of Wash~ngton, Wa'shington .Count)T, Permsylvania, being of sound mind, .\nemo.ry .. and under~tand-. . -. ' .. ing., do mak~. this my· Last Will a~d Testament, hereby revoking any and all wills heretofore made by me. .. ' ( · I· direct my Executrix, .·hereinafter .·named, FIRST:· to pay. any and all debts that. I may haye at the time. of my death. · SECOND: I give. and bequeath to ·my gr~ndson, C. ·' 'Elwood Penn III, the ·sum of FiveThous·and Dollars ($5,000.00), provided at :ny death this. sum does not exceed one-fifth of my' net· ·estate. In the event that ·s~id sum of $5,000.00 would.ex~eed :' one-fifth o.f my net· estate, I give· and bequeath to my. grands?n a sum equal to one-fifth of my net estate. . THIRD: I. give, and bequeath to my great granddaughter, Belinda Lea Penn, the sum of Five Hundred Dollars ($500.00), and .in the event she is a minor at· the time of· my death, I do appoint her parents, c·. Ehvood Penn III and Bonnie ~enn, guardians to receive the beques{: I hav.e just made to -my great ·grandqaughter. FOuRTH:· All the rest~ residue and! remainder of. my I . estate I give, .devise and beque~th to.my d~u~htJ~, Helen G. Penn, Lea Gregg/ .. : r i . "·I j ' ' 'I . . :~ . ' :. !· '.1 I 'I I I .r~~·~--~-~·---~-~ """~-~~.....)~_.:..... .. .00 T • \~!· i \ . 21837.04 T .00 T k -~-~~~-;--~~-~~~-~) I \ ,.... ,A'/ -.. J'•.,;/ S.IDO 1;4·8 0 .50 4 6.00 2 .81 5.00 68.40 25.00. 20.86 1 2.00 1 6 .0 0 14.GO 14.00 1500.00 3 1·4 50 3,5 2 4 .0 7 T I I I. I I. her heirs and assigns . FIFTH: . . I do hereby nominate, constitute and appoint my daughter, Helen G. Penn~ Executrix of this my Last Will and Testament. IN WITNESS .~VHEREOF; ··I· have her~unto set my hand and seal, this 14th day of March, 1962. ,.~ ~:-~ ft • '. I . ' ' . 1.'- a • 0 t: ~ j ,, J } • t-' l ~ ~ . ----'-c_i -~~cc;_~ _~_--_,J;_y...;;.'L . ..;;..,f..:~c7-+q-~, ____ (sEA~) · Lea Gregg/U Signed, sealed, published·arid declared bj the above named Testatrix as and· for her Last vJill and· Testament in the. ·' presence of us' who,. a.t' 'her request, in her presenc.e and in the presence ·of each other,· have hereunto subscribed our name.s as witnesses .thereto.· ' . -2- .~ .'' .. \ " I ~ \ I ' / .... ''I I •. \. . \ •.r I ' ';f"II_.- L rn 6· "'!.. ... .. --------------------------~------~----~~~----------~------------------------, G 3-7/-)~ L ·· ·· i\ffibnuit ®f fxrrutnt ®r ~bminiatrutnr . ~· ~tatt_ nf iftuusgluauia. f ss: C!tnUlltg nf l!lasqiugtna ( Personally before me, the undersigned authority, a ............................ J(Q.ta.ry. ... .P.ublic ............... ~ .. in and for sa·id ~;~;:Yac:~~d~~;t~ ~~~:a~:~-~-~-~-~---~~d···~~:se~~~ ... G .. ~~:·e~n~h~---~~~-~~~~;···~;···u~i~·;·~·~·;~~t·~·;··:F~h~e~:~t~u~ ~ .......... : ....... , ...... ".t&a. ... G.r.e.&g. ... a/.k./.a .... Olivia .... Gr.egg_ ..................... : .... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the re~l and personal estate oL ..................... Lea .. Gr.egg_ .. .a/.k/.A ... Oli~ia Gregg .. deceased, except real estate outside the Commonwealth of Pennsylvania; that the f·igures opposite each item of real ·and personal estate in the foregoing schedules are determined and stated by tile 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 Administrator. · · 0). -.\ . . · Sworn and subscribed before ;,e "this .... J..f.!!:.. __ : } · . · day of ......... d..2'.d.it.:: .............. -"--19 .. J..L. ·· . /,j ·. L(;; { n (J . ~-.. . . . .·· Ci .. l/1.±-~ L . c..( . . . .. . ·.· ... I:!.J-····L .. I.: ...... l:' .. J •• <t··········L . .: ............ L9, .. .k.l .. "!l.:··· ........................... .. ls.l... .... l!.\:~"""·· v:.\ ..... ~"'···-.:···· ...... t . .,. .. ,._.., .... .w .. u..Y.J.'f. .. :.................... . . . . Executor-Admtmstrator . tHARLuTTE L. YOUNG, ,,ot~try r·UPIIt; · J , . , · . . · , .. Washinqton, Washington Co., Pa. ADD'PtiONAL INSTRUCTIONS.· . 1. .\1\i~t ~~EffiU§t -b'tP'fl\Jd 1~fKin three months after appointment of personal representative. 2.· .A supplemental inventory must be filed within thirty days of discovery of additional a:ssets. . 3. 1 Original and 2 Copies anc:l2 RC:RI-34, Under $10,000; l Original and 2 Copies and 2 RCRI-33, Over $105000, including Copy of Will; 1 Original ari(i 3 Copies and' ,2 RCRI:-:33, Over $50,000, including Copy · of Will· and copy of Federal-E~tate Tax Return. :· .. · . .·· . · : . · · . · , · . . . · REFERENCE FOR ADDITIONAL COPY Aci: of 1947 P.L. S13 Sec. 5.2, 72 P. S.4844.2 llnurntorg an~ 1\ppraisrmrnt of the goods and chattels, rights and. credits which were · Lea vregg a/k/a Olivia Greag · · .·· · Nor.th Franklin Townehip . of ...... : ................................. , ...................... : ... ,, ... ; ................................... , .......... ;., ........... : .... Jate of .......... : .... :.c ............ : ........................ , .................................................................. _ Washington Co1l.nty,.Pa.,"taken .and made in conformity .with the above affidavit.· .REALTY NONE PEl\SONALTY. 240 ·shar•e common ··stock Allegheny Power Sy8tema Inc. at 2~ per· share 20 Shares Ohio Edison Company at 26 1/2 per share · TOTAL .DOLLARS 'CENTS 5760 00 '530 00 . 6290 00