HomeMy WebLinkAboutOC1971-0299 - ESTATE OF DONALDSON'f
~)---PETITION SUR, AUDIT ------( .....
Te•tata Form J r-----------~---------------
IN THE ORPHANS' COURT OF WASHINGTON COUNT-Y·-----------
------------
Estate oL.Roxy ... G ..... D.analdson.,.a/k/a, ... Mrs.-----No ........ .6.3 ... ':': ... 7L.':': .. 29.9 __________________________ _
~Ro.xy ___ G_. ___ D.onal.ds.on., ... a/k/a., ... Mrs .•... D .. W:ar.r.en Fiduciary ...... E:t.na .. G .•... Gib.son _________________________ _
.O.Qnalds.Qn.,. ... a/:K/a.,. .. .Mr.s. ..... D.a1.Zi.d .. W ...... D.onaldson --------------------------------------------Ex.ecutrix. ............. .
Deceased
Date of Date of
Decedent's death ....... F..eb.I:.u.ai:y ... l8., ... 19.7.l ................ Grant of Letters ....... .Marc.h .. 23., ... l97.L ...................... .
This is the ..... F.i.r.s.t .. and .. F.inaL ................................ account filed in this estate
If there have been former accounts filed in this estate, list file number or number and term ........... .non.e.--------------
Election to take no spouse survived
Under or Against will. (cross out one)
Date Election Place of;
Filed ----------------------------------Record ........... : ................. .
Name of surviving spouse .............................. none ....... -------------··-----·--·---·--·,···-········-·-··-·-······--·-········--·-··-··-·······-···--·--
List issue, where material:
All listed below-4·
.0111
.0 0 T
171545.55
17~Sti5.5SS
17~5455ST
Did decedent marry after execution of will? (indicate) i(xx No. Any children born after execution of will? (indicate)
~No. If answer yes, name them ................................................................................................................................ .
Leg.atees
Lawrence Donaldson
Ruth D. Donaldson
Helen Catron
Naomi Ritchie
List, if exceptions to above:
no e~ceptions
If partial intestacy, give facts:
none
Relationship
son
daughter
daughter
daught_er
Adeemed: Revoked:
Interest Fiduciary, if deceased or not sui juris
1/4 residue sui juris
1/4 residue sui juris
1/4 residue sui juris
1/4 residue sui juris
Lapsed: Abated: Give Couse:
Notice to interested parties. Hove all parties, having either vested or contingent interests and all crediors entitled
to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account
and of call of audit? Yes. ~
If any exception give cause: .............. N.on.e ..................... .
File copy of Notice
and date of mailing .......... .la.nuax;r ... 2-l"J ... l9-7.l ...................................................................................................... ..
Is estate subject to the filing of a Federal Estate Tax Return? ........ J'i2 .................................................... : ................... .
Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $.Z4l •. :::pgt.Q ... ?./.!§/7.J ................. .
If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenanL .. none ....... .
Give Names and addresses of all unpaid creditors who are legally entitled to notice, tog.ether with the amounts
of such claims; state whether they are admitted to be correct; and whether the claim is denied.
All known claims except audit costs and balance o£ Inheritance Tax have been
paid. Federal 'and Penna. Income taxes £or 1971 both paid. No 4 mill tax
owed. Will be small Pa. Income Tax due £or 1972, but post audit interest
will more than pay it.
Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re-
quiring adjudication, and a statement of any other facts deemed necessa~y for the preparation ~f the adjudication:
"
Will is clear when read as a whole-the £our children o£ deceased take entire
residue. No disagreement.
Balance for distribution per account,
Itemize any additional debits not shown by account:
None
-
Total additional: debits (Add)
Itemize any additional credits not shown by account: .. . -.
check chges.for three months
2/11/72-1971-1041 inc.tax
2/11/72-1971-Pa.Est.inc.tax
notary fee-audit pet.
Total additional credits (Subtract)
Balance for distribution
1.25
14.76
15.28
0.75
/
$.J.4.,.13.1 .. .97 ............ .
$.0 •. 00 ........................ .
$.32 .• -04---····················
$ .. 14-,.0.9-9-... ~.a ........... .
If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value);
Balance is all cash
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If Family Exemption claimed by Petition, give place of Record: ................. non.e .. cJ .. ai.m~9 ........................... c .••••••••
If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ........... none .. claim.ed ...... .
List any advancement or distribution on account that has been made, and nature and amount of same:
none made
Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections
to take in kind if balance is not in cosh: residuary shares being stated in proportions:
Balance, all cash, should be awarded:
1. ·Lawrence Donaldson son--1/4 residue in cash
2. Ruth D. Donaldson, daughter --1/4 residue in cash
3. Helen Catron, daughter --1/4 residue in cash
4. Naomi Ritchie 2 daughter --1/4 residue in cash
COUNTY OF WASHINGTON, SS:
COMMONWEALTH OF PENNSYLVANIA
The above named Fiduciary or representative thereof,
being duly ........ s.wOI:n ................. doth depose and say
that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc.
to the best of ................ he.r .......... knowledge and belief .
.......... SWo:z;n ......................... to and subscribed before .
~ . J' ii.-/J . me this./£" ________ doy -d.Ma:r.ch ... ;,;:---R 19.7.2.,. ---------'-~..0..4~-------------------------------
Signature of Officer ......... ~~/~/Lk.<...:..e-~~~ .
Title of Officer ....... N.o.ta.:q.L.P.ublic ........................ .
Office expi res ....... Mar.ch. .. 26.,. ... 19.7.5 ........................ . . ................................................................................................................ ,..
Washington, Washington County, Penna.
t..,
No. __________ 63.':".7l,.,2.99---------·-----------------·
Estate of .. R.ax.y ... G .. D.analdson.,.a./.k./a,.
Mrs. Roxy G.Donaldson,a/k/a,Mrs •.
D .. Ra..t.I:.an .. .riona~ds.on,.a/.k/a.,MI:s.-...
David W.Donaldson Deceased
Fiduciary .. Etn.a .. G ....... Gibs.on, ... .Exe.Cu:txix
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following, in conformity with Court Rules
adopted effective December 3, 1951, being
rule No. 9: pa rag ra ph b-e; and divisions
thereof: shown on pages 23-24.
1. Written praecipes of all Counsel in the
2.
3.
4.
5.
6.
7.
8.
9.
10.
case.
Copy of order appointing Guardian ad
litem, if pertinent.
Copy of Order appointing Trustee ad
litem, if pertinent.
Proof of service of above.
Letters Testamentary or Administration
C. T. A or an attest copy of Will.
Copy of inventory and appraisement.
Proof of advertisement of grant of letters
if not filed with account.
Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
Signed and itemized elections if any
distribution in kind.
Copy of Federal Estate Tax return if es-
tate is subject thereto.
____ ..AJ:lam. .. L •... Sande.r.s.":'.B .. A .. .Franks ......
AttorneyS
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IN RE: ESTATE OF: ) . .
Roxy G. Donaldson, a/k/a,
Mrs. Roxy G. Donaldson, a/k/a,
Mrs. D. Warren Donaldson, a/k/a,
Mrs. David w. Donaldson,
)
: No.
) . .
63 -71 -299
)
Deceased
You are hereby notified that the undersigned has filed a First and
Final Account in the Office of the Register of Wills of Washington County,
Penna., in the above captioned estate at the above mentioned numberc and
that the same will be presented for confirmation at the March Term, 1972,
of the said Orphans' Court, and that it will be confirmed on the 7th day of
March, 1972, unless exceptions are filed thereto, and that the Audit of
said account will thereafter be held by the said Court the week of March 22,
1972.
Adam L. Sanders-B. A. Franks
Attorneys at Law
611 Washington Trust Bldg.
Washington, Fenna. 15301
Attorney for the Estate of Roxy G.Donaldson,
a/k/a, Mrs. Roxy G. Donaldson, a/k/a, Mrs.
D. Warren Donaldson, a/k/a, Mrs. David w.
Donaldson, dec'd
0Jnmmnuwrnlt4 nf Jruu.ayluuuin, I)
lln.a4iugtnu OJnuuty, n.a:
,, ..
KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid
on the 23rd. day of March A. D. 19 71 , before me,
Russell Marino , Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania,
the last Will and Testament of
J
Donaldson, AjKJA Mrs. David w. Dbnaldson
Roxy G. Donaldson,A/K/A Mrs. Roxy G. Dona.ldson,A/K/A IVirs. D. warren I
late of City of Washington in the County aforesaid, deceased,
(a true copy whereof is to these presents annexed), was duly admitted to probate; and
Etna. G. Gibson
rix
the Executae in said Will and Testament named, having appeared before me and taken and subscribed
the oath of office pr.escribed by law;
NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do'
grant these LETTERS TESTAMENTARY, unto the said
Etna G. Gibson
committing unto Her the administration of all and singular the goods and
chattels, rights and credits, which were of said deceased, and requiring Her
to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety
days from the date hereof, and to render a just and true account of said administration at the expiration
of six months from the date hereof, and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said
Office at Washington, this 23rd.
day of March in ·the year of our Lord one thousand
nine hundred and Seventy One
Register
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m~tt~rli m~ntam~ntary
ESTATE OF
... Mrs.~9·~~x·i~·n~~~iJ·~·~~;!~/{~ ......
Mrs. D. Warren Donaldson
... Ai!f/~ .... M.r..~ .. ! ..... P.~.Y.l~ .... :W..! .... .P..Qn?.:.19.. . .:?..9n
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Date of Death: • '"-},J 1/ ..2 9 9 J Febr:KffiAiu~f71®f 1£xrrutnr ®r Altmtntst~atn~
~tate nf Jeuu.aglttuttiu }
C!!nuutg nf llu.a4ingtnu .a.a:
Personally before me, the undersigned authority, a .. no.tar.y ... public. ....... in and for said
County and State, appeared ..... E.tna .. G.,_,.Gibsan ............................... ~---------------.. who, being duly
sworn according to law, deposes and says that he is the e~ecu~of the es-
tate of .. Rox.y .. G~.--Dana~dson. ................ deceased, that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of ... Ro.xy .. G ..... DonaldsQn
deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite
each item of real and personal estate in the foregoing schedules are determined and stated by the
undersigned to be the fair value of said items as of the date of the decedent's death, based upon a
just appraisement of each item made by the above named Execut~ . . _ . /~ -4 , r1.x
d
Sfworn qnd su.bsm _b /ed_ b ~e:re :;1e this .... ··················}········&~.~£L~ ................ .
ay 0 · ·· · · -~~~ ·~-~~--:/A 11 _, Execu~
My Com~ ······ : ~-~"lg·f~~-·Plib"iic rJ.x
Washington wash~County Pa. ADDYTIONAL INSTRUCTIONS , -' .. . · 1. An inventory must be filed within three months after appointment of personal representative.
2. A suppfemental inventory must be filed within thirty days of discovery of additional assets.
3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-3S,.
Over. $10,0Q.Q, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in-
cluding CopY' of Will and copy of Federal Estate Tax Return. <:
~ . . REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2
.. : I
31ntttntnry uttb .i\:pprui.atmtut of the goods and chattels, rights and credits which
were o(.~ .. Rbxy ... G •... Dona~dson ................... ; ....... .late of ... .Ci.t.y ... o£ ... Was.bi.ng.ton ......................... .
Washington~County, Pa., ·taken and made in conformity with the above affidavit. -~ (_ .. ~• ,. DOLLARS
Personalty • •
Cash on hand---~-~~----------~~----------~-----~-85.oo
Checking account in Pitt~burgh National Bank,
Washington, Penna.--------------------------------526.68
Savings 7~Scount No. 83-2089176 'in Pittsburgh National Bank, Washington, Pa·. ______ ..;._____________ 9 203 48 ' ., 1 --·-•
Savings account No. 25279 in ·First Federal Savings &
Loan· or Washington, Penna.------------------------7 722 '86 ' . .
Check or Commonwealth of Va. dated 3/5/71-pay~ble to
estate-~--~-------~-------------------------------
Social Security Contribution on funeral bill-non-
taxa~~Ef;"':'~~;---'-------;..-------------------••--------255.
1
00
None
Total Personalty------------$17,800.55
Realty
Total Estate
Personalty $17,800.55
Realty o.oo
Total assets------$17,800.55
CENTS
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Inventory and Appraisement
IN THE EST ATE OF
Roxy G. Donaldson,a/k/a,Mrs·.
~oxy G. Donaldson, a/k/a, Mrs.
.D. .... :.W.arr·.en .. Donalds.o.n,.a/k/a.,.Mrs.
David w. Donaldson
,Filed 19 ........... .
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Adam Lr Sanders-B.A.Franks Atto ney~~5 Law
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The First and Final Acco t of Etna G. Gibson, Executrix of the Estate of Roxy
G. Donaldson, a/k/a, Mrs. Roxy G. Donaldson, a/k/a, Mrs. D. Warren Donaldson,
a/k/a, Mrs. David w. Donaldson, deceased, late of the City of Washington,
Washington County, Pennsylvania.
1971
Nov. 16
The Accountant is charged as follows:
Principal-Personalty
To amount of Inventory & Appraisement filed
Income-Personalty
To interest on Pittsburgh National Bank Savings
Account-death to 1/10/72
To interest on First Federal Savings & Loan Acct.-
death to 1/10/72
$17,800.55
417.52
328.90
Total---------------------$ 746.42
Principal-Realty
None
Income-Realty
None
TOTAL ASSETS
Principal-Personalty
Income-Personalty
-Principal-Realty
Income-Realty
$17,800.55
746.42
o.oo
o.oo --
Total Estate ------------$$8,546.97
Total credits claimed . -------
Balance due-------------
4,415.00 --$14,131.97
'
The· Accountant claims credits out of the estate assets, to-wit:
No of-
Date Vou ,her Pavee Remarks Amoun
' 1971
MiT. 23 1 Russell Marino, Reg. Letters Testamentary 21.50
14loo Mar. 25 2 Washington County Reports adver.grant of letters
1loo Apr. 5 3 Russell Marino, Reg. 1 short certificate
1,755100 Apr. 5 4 Robert c. Gordon funeral of deceased
115loo May 5 5 Kurtz MOnument Co. marker for dec 1d
74Joo May 18 6 Russell Marino, Agent acct. of inher.tax
Nov. 16 7 Helen Beveridge notary fees-inventories 1l5o
Nov. 16 8 Russell Marino, Reg. filing inventories 3loo
1971
Jan. !to 9 Observer Publ. Co. adver .grant of letters 14,.00
9271.00 Jan. ,_,0 10 Etna Gibson accountants fee
Jan. ~0 ll Adam L. Sanders attorneys fee aooJ.oo
Jan. 9-o 12 Helen Beveridge notary fees-acct. &D&E 1 .• 50
Jan. ,.., 13 Russell Marino, Reg. filing account 18loo i 14 Service charges on checks through 11/4/71 2 .• 50
I
Total credits claimed---------------------$4,415'.00
Observer -Reporter
WASHINGTON, PENNSYLVA~IA
PROOF OF PUBLICATION
In compliance with the News,paper Advertising Act of 16 May, 1929,
P. L. 1784, as amended.
Commonwealth of Pennsylvania, County of Washington, SS: ........... .
Personally appear-ed before me, a Notary Public in and for said County
and State, ...... .Ri.c.b.~X.4. .... S.~ ..... G.9.W.~.~---················ who bein1g duly s~worn
according to law, deposes and says that he is the .Vi.ce .... Pr.es.ident
of the Obs,e.rver Publishing Company, a Ptenns,ylvania corporation, and its
agent in this behalf; that the said Company is the owner and publisher of
the Observer-Reporter, succ1essor to The Washington Observer, established
Septembe,r 18, 1871, and The Washington Reporter, established August 15,
1808, a daily newspape,r of general circulation, printed and published and
having its place of busines·s at Washington, Washington County, Pennsyl-
vania, where it or its predecessors have been established and published
continuous>ly for more than six months· prior to the publica;tion of the notice
hereto abtached; that the printed notice or advertisement hereto attached
is a copy of an official advertisement, off'::ib-i notice, legal notice or legal
advertis·ement, exactly as printed or publiEhed in the Obsterver-Reporter in
its regular editions on the following d1ate oT o1tes; ........................................... .
.......................... M.~-~-~-~----~-J_, __ ~p~~J ... 7. .... ~-~-~----~~--~---··!-~?.-~---·····················
that neithe'r tb!e affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the ane,ga-
tions of this affidavit as to the ume, p~ac, and charzc ~-r A publication
are tru•e. 1 / &..,
.... :t-t~?.f. ..... ~.
Sworn to and subsc~ibed before me this .. JA .. day ot.!.\.P.~~~! ..... !.~71 · .711~ .. if .... 7U~ ....... . C/ MARGAREt M. BRADLEY, NOTARY PUBU
WASHINGTON, WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6. 1972
,.
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Washington County Reports . ....
Washington, Pennsylvania
tPUBLISHED 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
having its place of business at Washington, Washington County, Pennsylvania,
and is acting as its agent in this behalf; that the said WASHING1'0N
COUNTY REPORTS was established on March 31, 1920, and was desis-1tated
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:
_ ..... ~P..:..~.~ .... ~ .. ! .... ~ .. ! ..... ~.~.! ..... ~.?.?..~ ........................... .
DONALDSON, .ROXY G., a/k/a MRS.
ROXY G. DONALDSON, a/k/a MRS. D. WARREN DONALDSON, .a!k/a MRS. DAVID W. DONALDSON, Dec' d.
Late of Washington, Washington County, Penna.
Executrix: Etna G. Gibson, 560 Alli-son Ave., Washington, Penna. 153Q1 .
Attorneys: Adam L. Sanders and B. ·
A. Franks. 611 Washington Trust ·
Bldg., Washington, Penna. 15301
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the
allegations of this affidavit as to the ~e,,.W,ace and characte?Pe pubJ!~a · n 11 !}
are true. t/ ;// ( /l )'-U'l v ~ ./.'.-; i 7/ II;; .:? !/ . t_. t? L-Cu c-c>---1 · I -;c.--l£,... ..................................................... -~ ............... . -Edit~---. _.-:or -,....
Sworn to and subscribed before ·.. ·
... J:$..:!:.~ ..... day of ......... ~P..~.~.~ ........................... , 19 ....... ?..! .. ..
( 1 j t a~~..aL:w;,..J .... v.d .... :vJ..c.~.~i1:\-:!:1.J. .......... .. 11 / Notary Public
/ 1 l~"r.-·w•E T SC'"'~N''A \./ ~U..:L.r';i,.: • ,fll'<'l.i 1t
NcLJry P:•~'~:s, \~'~'~;:i:1;~t~:n, W:::.ihington Co.
Uy Commis~:ar. Expires J~.::y 1. 1974
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No ......... !23 ... " ... 71 ... ~ ... ?99 ................. ~.{!.' .. .
ESTATE OJ!:_/ Roxy G. Donaldson, a/K a, Mrs. Roxy
G. Donaldson, a/k7a, Mrs.D.Warren Bg:R~i~~-§R.l---~1~1~-.l--.Mx:~--~---P.~yj__~ __ w_. _________ _
_____ f;t._:r_et ... ~P:4 ... f..:j,J?:~l-.________________________ Account of
.... E:.tn~ ___ g_~ ____ GJP..f?.Qt~:,~ ___ ~?f~9J~t.:r.P.f ___ Qf.. .. th~---
.. .Es.tate ... o..f' ... R.oxy. ... Ga ... nana.lds.an., ... a/k/a,
.. Mr.s ....... Roxy. .. G ..... .Donalds.on1 ... a/.k/.a.?---MI:s •
/ --~-~---:W~rr~.P.:. .. P.9.~±9-.~9.~.z .. ..f?:i!s/§l:.z .... ~.I?.-~----
__ D.~Y.!9-... 1i.! .... R.9.P.§l:±9:~.9.P..z .... 9:~.<;; __ •_g_ ______________________ _
:::~ i:~ ;:~~ '-" -~ (__;:; ;:::.:; Z"n <n ;: -l (11 ·:~ rn r ~~ :;:p F
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And now
-·~·. ... ' ' ... t~ wit ....... · ... ! .. ' . . ............ 'l., ............. .
197;L, the within account presented to the Court
~onfirmationi\ 1\ ~ ,
~71. ····------
Register and Ex-Officio Clerk of 0. C.
..... Ad.a.m. .. L ...... Sande.r.s.~B ..... A ..... Fr.anks .......... .
Attorneyetor Accountant
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The Court is respectfully requested to determine
proper distributioQ.d~otj1 .i~
Counsel for Accountant
.,
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~n t!Je QJ:nurt nf QJ:nmmnu Jlras nf llas4iugtnti QJ:nuuty
®rp4ans" <trnurt 1llinisinu
In the matter of the Audit of Account in
Estate of Roxy G. Donaldson, a/k/a, Mrs·.
Roxy G.Donaldson,a/k/a,Mrs.D.
Warren Donaldson,a/k/a,Mrs.David w. Donaldson
TO THE AUDITING JUDGE:
No. __ 6~3=--_---..!..7...::::1=------!:2~9~9:::__ ___ --'---
Enter __ .....:O:::.U=r:......-____ appearance for ___ ~A~c~C~O:::.U=n!...t~a=n~t::.__ ______________ _
~~Y of March , 19~
N. B.-Counsel shall, by separate pape.r, 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 regard.
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No. 63 -71 -299
In re Audit of Account in Esta.te of -·
AUDIT
---
. Jrarripr fnr i\ppraraurr
FOR
Etna G. Gibson, Executrix of the
Estate of Roxy G. Donaldson,a/k/a
Mrs. Roxy G. Donaldson,a/k/a,Mrs.
D. Warren Donaldson,a/k/a,Mrs.
David w. Donaldson, dec'd
·Adam 'L. Sander.s:..B.A.Franks
Attorney S
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In tqr Qtnurt nf Qtnmmnn Jlrns nf llns4ingtnn Qtnunty.
Jrnnsylnnnin. ®rp4uns· atnurt flittininu
ESTATE OF 63-71-299 No. _ __:_.::::_..!..::-=~---------
Roxy G, Donaldson a/k/a Mrs. Ro
G. Donaldson a/k/a Mrs. D, Warr
Donaldson a/k/a Mrs. David w.
In the matter of the First and Final
Account of __ E_t..:..:n;_a_G...:.,_G_i.....;b_s_o_n;__ __ _
Executrix
Donaldson, deceased
ADJUDICATION AND DECREE
March · ~~ -1 72 And now ~ , 19 __ , this matter came on for hearing,
audit and distribution at this session and testimony taken; and thereupon, upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be
$ 111:099.93 · · ·. ' and the account is accordingly confirmed; and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule-''ohdistribuNon hereto attached and made a part hereof, unless exceptions hereto be filed
sec. reg. or an appeal be taken herefrom sec. leg.
SCHEDULE OF DiSTRIBUTION
Balance per account----------'-"--------
Additional credit asked at audit
Balance'---------------------
Deduct Clerk's Costs & Receipt::.--------------
Attorney· _____ ···-=· S~a~n~d::::.;e~r~s~&::....,;F~r!:.,;B::..nk~s~--------
·Russell Marino,· ~gent, transfer inheritm ce
tax,
Lawrence Donaldson, son, 1/4 residue,
Ruth D. Donaldson, daughter, 1/4 residue,
Helen Catron, daughter, 1/4 residue,
Naomi Ritchie, daughter, 1/4 residue,
3504.66
3504.66
$14.131.91
$ 14,099.93
No balance
J
No, ______________ _
/ '-In the matter of the
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IN THE COURT QF CQMMON ~~LE,J\S QF 7WASHINGTON COUNTY, PENNA
. . . · ORPHANSt COURT DNISION • • 1'' 0 0, . ·' I-· •·-1 ..,t.,.f-,..= •
IN RE: t·/z APH. ~( Pi~l Z ttn
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HU S !-. :: L} t.~ A tHN-0
ROXYG. DONALDSON, ajk;a REG·!S"ffi( (,f: r!!ll.N.D.
MRS. ROXY G. DONALDSON, a~;&HIN:, .ijOifGO .. PA.
MRS~ D. WAR_REN DONALDSON, a/k/a ( ,.'
r MRS. DAVID W. DONALDSON, )
299 of 1971
. . (
)· ~ Deceased . .-> •
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i BEFORE: Ill <( :=
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~APPEARANCES:
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ai . ~TIME: .. a: 0 II. Ill • a: .. a: g THE COU.f\T:
HEARING ON AUDIT
The ;tron<?rable P. VINCENT MARINO, Judge of the
said Court.
SANIYERS .& FR;t\NKS, Es·qs., of Washington, Pa.,
representing the Accountant.
Wednesday, Ma-rch 22,. 1972, at 10:00 A. M., EST
Number 299 of 1971, the estate of .hoxy G.
Donaldson, deceased. U'he Executrix is Etna G. Gibson and the
. .
attorneys are Sandes:s and Franks. Mr. Sanders?
MR. SANDE!l.tS: If the Court please, there are no outstanding
claims in this estate. The Will is clear. There are no complicatio p.s.
The balance for distribution is all cash.
THE COURT:· Is there anyone else in Court interested in this
decedent's estate?
( NO hESPONSE )
/1 ~--~r-------~--------------------------------------~----2
~-
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THE COUBTi . The audit of this account is_ ordered. closed by
the ·court.
(AUDIT CLOSED)
'>
<1:
I hereby certify that th~ proceedings and evid'eri~e are . . ' z ' ~ contained fully and accurately in the notes-taken by me on the hearing of > . ~ . .
Ul ~ the above cause, and that this copy is a correct transc:dpt a"f the same.
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The foregoing record of the proceedings upon tl~e
~ hearing of the abov~ cause is hereby approved and ·directed to be filed.
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Court,
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
Estate of: ) ORPHANS' COURT DIVISION
Roxy G. Donaldson,a/k/a, )
Mrs. Roxy G •. Donaldson,a/k/a,
Mrs. D. Warren Donaldson,a/k/a, )
Mrs. David w. Donaldson,
Deceased ) No. 63 -71 -299
PAY TRANSCRIPT
I, LAWRENCE DONALDSON, do hereby on the date set forth below,
acknowledge to have received from Etna G. Gibson, Executrix of the
Estate of Roxy G. ·D<?naldson, a/k/a, Mrs·. Roxy G. Donaldson, a/k/a,
Mrs. D. Warren Donaldson, a/k/a, Mrs. David w. Donaldson, deceased,
late of City of Washington, Washington County, Penna., the sum setl
forth below, being the balance in distribution due me in said esta~e,
awarded by the Orphans' Court of Washington County, Pennsylvania,
by Decree of Distribution dated March 22, 1972.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
~J_, ~ day of ApriJ_, 1972.
Lawrence Donaldson, son, 1/4 residue
(Seal)
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
Estate o£: ) ORPHANS' COURT DIVISION
Roxy G. Donaldson, a/k/a, )
Mrs. Roxy G. Donaldson,a/k/a, ) .
Mrs. D.Warren Donaldson, a/k/a,)
Mrs. David W@ Donaldson, )
Deceased ) · No. 63 -71 -299
PAY TRANSCRIPT
I, RUTH D. DONALDSON, do hereby on the date set forth below,
acknowledge to have received £rom Etna G. Gibson, Executrix o£ the
Estate o£ Roxy G. Donaldson, a/k/a, Mrs. Roxy G. Donaldson, a/k/a,
Mrs. D. Warren Donaldson, a/k/a, Mrs. David w. Donaldson, deceased:,
late o£ City o£ Washington, Washington County, Penna., the sum set
forth below, being the balance in distribution due me in said
estate, awarded by the Orphans' Court of Washington County, Penna.,
-
by Decree o£ Distribution dated March 22, 1972. I
IN WITNESS WHEREOF, I have hereunto set my hand and seal this!
/7 day o£ Apri 1, 1972.
Ruth D. Donaldson, d?,ughter, 1/4 residue
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
Estate of: ) ORPHANS' COURT DIVISION . .
Roxy G. Donaldson,a/k/a, )
Mrs. Roxy G.Donaldson,a/k/a, ) . .
Mrs. D.Warren Donaldson,a/k/a,)
Mrs. David w. Donaldson, -, · ~-)
Deceased ) No. 63 -71 -299
PAY TRANSCRIPT
I, HELEN CATRON, do hereby oh the date set forth below,
acknowledge to have received from Etna G. Gibson, Executrix of the
Estate of Roxy G. Donaldson, a/k/a, Mrs. Roxy G. Donaldson,a/k/a,
Mrs. D. Warren Donaldson, a/k/a, Mrs. David W. Donaldson, deceased,
late of City Qf Washington, Washington County, Penna., the sum set
forth below, being the balance in distribution due me in said estate,
awarded by the Orphans' Court of Washington County, Pennsylvania,
by Decree o£ Distribution dated March 22, 1972.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
/c/ day of Apri,l, 1972.
Helen Catron, daughter, 1/4 r,esidue
"
IN niE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
Estate of: ) ORPHANS' COURT DIVISION
Roxy G. Donaldson,a/k/a, ) . .
Mrs. Roxy G. Donaldson,a/k/a, ) . .
Mrs. D.·Warren ,Donaldson,~a/k/a,)
Mrs. David w. Donaldson, )
Deceased
;• I
No. 63 -71 -299
PAY TRANSCRIPT
I, NAOMI RITCHIE, do hereby on the date set forth below,
acknowledge to have ·received from Etna G. Gibson, Executrix of the
Estate of R?XY G .• Donaldson, a/k/a, Mrs. Roxy G. Donaldson, a/k/a,
Mrs. D. Warren Donaldson, a/k/a, Mrs. David w. Donaldson, deceased,
late of City of Washington, Washington County, Penna., the sum set
forth below, being the balance in distribution due me in said
estate, awarded by the Orphans' Court of Washington County, Penna.,
by Decree of Distribution dated March 22, 1972.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
_..!.ll.lL. day of Apri·l ,, 1972.
Naomi Ritchie, daughter, 1/4 residue
State ot North Carolina
County ot Buncombe
A~r;? 17, 1972
7~~
My Commission expire
Norman. P. Sholar, J /i
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'
IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY, PENNA •
ORPHANS' COURT DIVISION
No. 63-71-299-
Estate of:
Roxy G. Donaldson,a/k/a,
Mrs. Roxy G.Donaldson,a/k/a
Mrs. D. Warren Donaldson,a/~/a 1 Mrs. David w. Donaldson,
Deceased
PAY TRANSCRIPT
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ADAM L. SANDERS
ATTORNEY AT LA.W
"WASHINGTON, P.A.
WASHINGTON TRUST BUILDING
-
' "
Form RCC-33
•••
~ ..3-71 -~fi~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT COUNTY. OF ... .WASHINGtoN .......................................... ..
IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the·
Register of Wills of the County where decedent resided; Return is due within one year after
date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of
the Inheritance and Estate Tax Act of 1961.)
IN THF. MATTER OJLWE .ESTATE OF Roxy G.uona.&.ason,atKta,Mrs.Koxy G. AFFIDAVIT oF
~ldson,.a/k/a.,.Mrs .• .n.warr.en ... J>onaldso t:xEcu~ix
Al!fa, Mrs.Da~du1Wilf~J.<\t$on ·
Late of Cit.y. ... of .Washington,Wash .................. County
State of ........ Penns.y.lvania .................................................. }
Cou~ty of Washington ...................................... ,.............. ss:
. ..... . ........ Rtna .a. .Gibson........................... .. ....... ..... ... ............. . .. ..
~ of the estate. of the above-named decedent being duly sworn, deposfS and sal$
'.
Decedent dled ................ FebrUary. ........ .
(Month)
...... 18th .... , 19 ..... 7l ... ..J testate leaving a last will, copy of which is hereto attached. }
(!Jay) (Y.,..r) l~
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
Adt\Dl L. Sanders, Attorney... .. ................. . ..
611 Washington trust Bl.dg •...
Washington, Penna.
That as such .ti ... .P.xecutr.ix ..... deponent is familiar with the affairs of said estate and the property con-
< Ex.,cu tor-Administrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in deced~nt'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
,..,...,,a
That the contents of said safe deposit box or boxes are itemized under Schedules ______ of this
return, with the exception of the following, for the reasons hereinafter set forth:
That Schedule A attached hereto and made part he.reof sets forth full v and in detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving
the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record
thereof, It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels, the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death; all moneys left by. the .decedent
at the time of death, whether in decedent's immediate possession, standing to decedent's credit in ban~
of deposit, savings banks, trust companies, or other institutions; whether individually, or in trust for
any other person or persons giving also separately the accrued interest thereon, if any, down. to the last
interest day prior to decedent's death in the case of savings banks, and to the date of decedent•i,death
in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in-
debtedness of the-United States to the decedent; all obligations, whether by statute or agreement they
are designated as tax free, of the United States, or any state, or political subdivision thereof, or of
any foreign country, which are owned at the time of death; all wearing apparel, je~elry, silverwa~e, pic-
tures, books, works of art, household furniture, horses, carriages, automobiles,_ boats, and l!.ny and all
other personal chattels of whatsoever kind or nature, left by decedent, together with the .. fairly estimated
market value thereof; all bonds and mortgages held by decedent and of all claims due and owing decedent
at the time of death, and all, promissory notes or other instruments in writing for the payment of money
of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face
value and estimated fair market value thereof, and if such estimated fair market value be less than the
face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys payable
to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends
due thereon and unpaid as of the date 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.
t .
In the case of securities of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of ·the decedent's interest
therein must be submitted. It should also set forth in itemi.zed form, .together with the fair market value
thereof, any other property o~ned or bequeathed by the decedent at the. time of death.
The Schedule C attached hereto and made part hereof sets forth·a true answer to each inquiry
contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's
death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such property, to whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. 'In t.he case of transfers intended to
take effect in possession or enjoyment at or after death, there is ilrso attached to the schedule a COllY
of the ·deed, trust agreement or other instrument creating the trust. Thero~ is also set forth in said
schedule a list of all property, real and personal, with its value, which passes at decedent's death by
virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, either individually or jointl!, by the wil~, deed, or other instrument of another,
with a copy of the instrument creating such power attached_ ~o_th~_s~hedule~
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto .and made a part hereof sets forth all property, real and per-
sonal, owned by the decedent jointly with another or others, including intangible, standing in the name
of the decedent and others, plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid;
family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence of the death of the decedent; debts and claims owing ami unpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ................................ .
·······:····/!..t/! ... ~~-----____ ..... day of ____ 7~-~~9 ..... 7.1 .. ~~ .. J~~~PUbiiC
My eom.Exp: March 26, 1975
Washington. Washington County, Penna.
. ...... ~A~~2 ............................. .
(Execu~)
___ ... ---~-~9. .... !.\~.~-;-~QA ... Av ......................................................... .
(Street Number)
.W.a$.~.n9.t.o.n ........ P.e.ODA ............ lS..3.Q.l .............. .
(City or Town and State)
NOTE: Be fore signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled. in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest·in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached. Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
·RCC-34 (!-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU 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 held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by
the decedent as tenant in common with another or others, should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be (1) (2) (3)
described by lot and block number, street and street number, together with DEPARTMENT
a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title; if a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted from this schedule.
None
Insert this total opposite "real property", Schedule "A" in the X X X X X
"As Reported" column on the last page of this return.
.
RCC-'35
COMMONWEALTH OF PENNSYLVANIA
TBANSFER INHERITANCE TAX
RESIDENT DECEDENT
. .
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent, at the time of his death. Property owned by the decedent jointly with another or others
must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but
payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta-
tive trust accounts, must be listed, despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household
goods, and furnishings, books, paintings, automobiles, boats, etc.)
Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . .
stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay-
able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
----~----··--~--------------------------------~----~----------~--------------
Item
No.
ITEM
List and describe fully
Cash on hand
Cheeking account in Pittsburgh Nat'l Bank
Washington, Penna.
Savings Account No. 83-2089176 in Pitts.
Nat'l Bank, WAshington, Pa.
savings Acct • No. 25279 in First F~deral
Savings & Loan of Washington, Pa.
UNIT
VALUE
Cheek of Commonwealth ot Va.,, dated 3/S/7J-
payable to estate
Social Security Contribution on fUneral
bill-non-taxable
ESTIMATED
MARKEl' VALUE
ss.oo
526.68
7.53
255.00
DEPARTMENT VALUATION
(Do not write in
this space)
7.53
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return. X X .$\1 ;800.,55 ~~ 6 f s: ,5"' b
'\
RCC-36
COMMONWEALTH OF PENNSYLVANIA TRANSl<~ER INHERITANCE TAX
RESIDENT DECEDENT
·'
SCHEDULE "C"
T JH.N S FEllS
( 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) DO
(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) llO
(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) __ ~n~O~-----
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no) 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 val_u_a_b_l_e_a_n_d-adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a) The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no) DO
(b) The right to designate. the persons who shall possess or enjoy the property transferred or
income therefrom? (Answer yes or no) ft0 '
(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 dec.edent 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 conld revert to decedent under terms
of transfer or by operation of law? (Answer yes or no) flO
(9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no) ftO
NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property
transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with
relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans-
fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based.
NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E.
ITEM DESCRIPTION
None
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
MARKET VALUE
(Estimated) DEPT. VALUATION
(Dept. Only)
RCC-38 ., .
l~
\
COMMONWEALTH OF PENNSYLVANIA
THANSFER INHERITANCE TAX .
RESIDENT DECEDENT
. . . .
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRrCTIONS: 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 decedent.
Description of Property, Date of Acquisition, Name I Unit
Address and Relationship of Co-Owners, and Place I Value
of Record of Instrument, where Rea! Estate. 1
None
percentage Estate
Share Valuation
DEPARTME~T VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Decedent's
Interest
---------------------------------------------------J------~----------~~~------~------------~----------~ Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
l
, .
. ~cc ... J,7, {12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
BENEFICIARIES AND ADDRESSES
(State full names and addresses of all who
h ave an interest, vested, conting€mt or other-
wise, in estate)
t .. !A ~~•ua 1&lftn
v. ... i. ".11• Md --~·
Jhd:h D Do~ 1rllarm
A~tani!A ~ .......... ,:A , -
llalAil i"'a+¥n.ft
O:lk fHdtJA T.ann
-r
••-' lH_ +,..h<f a
.a .... ~_llA •• . ·•· ~'I"Al!ft.ll ...
~
.
0
.. ;. ( ,.,
; .
A 0
SCHEDULE "D"
BENEFICIARIES
RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF
illegitimate children DECEDENT OF BENEFICIARY
are involved; set STATE YES IN ESTATE
forth this fact.) OR NO BIRTH
~Oft VA~ 1/4 rtM!l; dttb
dau, .... ..o; 'U'AQ 114. .... .at:ddttb -
d~· .... .Jt.. UA!Il 'II.&. I"D>Qi dua -
rlAn.tth~...,,.. 't1ACI: '1 /.4 .-Allll t lhu!Jo -
·' 0
. .
-
•'
..
0
,
, 0
Deponent further says that all the above-named benericiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
·t
Will
~ ! . No. Year ........... .
IX THE
:\IA TTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Roxy G. Donaldson, a/k/a,
Mrs. Roxy G. Dona.ldson,a/k/a, ·
Mrs. o.warren Donaldson,a/k/a;
Mrs· •. David w. Donaldson ·
Deceased
Late of City of Wasl)in.gt.9.1'L
County of Washington .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
'vd ... ~ , .
0 J It 0! L ·'·'' I s l'l! !• I -••• i. tlf s [f l.j I ~~~ '. r)· \j ~,I ,._, I ~. ' ! ..... i . I _,..1-01 !!, •... "'-•. ;:;'v·'ij ~ ,' u 'I ' ~i I ~"7 ._,;
I ! r (' C' , .... 1
I-... _t .. : f j G./
8 t 21 l/r:J -~
J' -~ ,. ' 1/U/1 I J
"' /~""-;· >... ,._ 0 I i -~·· •. .. 1:,} ~... ! ~
Adam L. Sandar;S-B.A.Franks '~ _h-
~
A~~OEHeys a~ Law
(Executor-Administrator
must complete "As
Reported" column #1.)
0 ..., '"d =o .... .... (1) (1) 0 ~ .... e:.. "' ::::1 "' "' "' 0 ..., it' ::::1 '"d .... e:.. .... ~ "' 0 >< '"d 't:S ~ (1)
0"' .... ....
~ 0 ~ 't:S
~ ~
"' .... .... '< ~ .... (1)
c II I'
~
~ > II ;.
=o ..-..... ...-..... ...-.... ~
Vl Vl Vl () () ()
?" ?" ?" n ca > ::: ::: :: ---
~~~~~~
---. . > t:i tl "'
-~ =o Q) CD (1) -;:::: ·s . o "0 :· ooo§.-
• • • • (1) ~ 81:8c.
-~ ~ ~
' ~· .~'
0
~~~
"'--. ..._,· ..... ""-l :
:~·
·~· ,, I
·~: ·~ \
> "' v 8-~ ~-2. ::l r. c.
RCC-81 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
ETNA G. GIBSON
(Executor~
In Re: Estate of ROXY DONALDSON a/k/a
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
WASHINGTON County -File No. ___.!:6~3_-7_._,1,_--"'2'-L9.L9 ____ _
Dear Miss Gibson,
You are hereby notified that the __ --'-au.:r:..~.i6g.J..i nUta:l..J'--------,---,------
appraisement in the estate of ROXY DONALDSON a/k/a
has been filed in the office of the Register of Wills of WASHINGTcN .
County on DECEMBER 17, , 19Zl._, Said appraisement reflects the following
valuations:
Real Estate_::,~ _____ _
Personal Property 17,~4'·'""'5~5:...__ ___ _
T rcinsfers _______ _
Jointly Owned _____ _
T ota I 17 ~4'9-t""--"55"------
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) 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_~D~.e~c~e~ffib~er~1~7~1_.197~1~----
DATE OF DEATH: February 18, 197JL
Note: This is not a bill.
Signed~J~
Titl~~~/
J
., ..
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of __ D_O_N_A_LD_S_O_N..::....,_R_O_XY_a....:../_k..:.../a ________ DATE OF DEATH 2/18/71 FILE NO. 63-71-299
(Last Name) (First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ___ W_A_S_H_I_l\G_T_O_N ______ _
Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E".
Dated: December 17, 1971 ~L~,
INHERITANCE TAX A~
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for WASHINGTON County, Pennsylvania, do respect-
fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum
allowed as a deduction.
Dated:-------------REGISTER OF WILLS
INVENTORY VALUE AS APPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
__ 1_7~~~h_
annuities . . . . . . . . . . . . . . . . . . . $-----~--
ESTATE TAX ASSESSMENTS $ ------'---
$ 17,;4~-~
-·
$17 ,_~45. 555
none
17,p~~-555
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Taxon$ _______________ ~---
Taxon$---------------~---
Taxon $-----------------4----
Tax on $ -----------------4---
2%
@
5%
10%
15%
$ ___________ -4----
$ ___________ -4---
$-------------4----$ ______________ ~-
VALUE AS REAPPRAISED
$------~--
Taxon $ _______________ -4----
Exemptions=======:::::jF==
Total Estate ---------------4----
TOTAL TAX
$ ____________ -4----
*
$------------~----
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid $=======+==
BALANCE $------+---
Less 5% of tax if paid within
3 months after death $=========
BALANCE OF INHERITANCE TAX DUE $ ------+---
Add interest at rate of 6% from
----------to ---------
AMOUNT OF ESTATE TAX ASSESSED $-----+--
Estate tax paid $ _____ ___, ___
BALANCE DUE
Add interest at rate of 6% from
----------~·0----------
$----------~----
$-----------4----
TOTAL TAX BALANCE $-----------1----
PAID $ -,..------L---
FOR USE OF REGISTER ONLY ADJUSTMENTS ,
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
Will
Administration ( No.
IN THE
Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
ROXY G. IJ9l>~A¥'S()~l a/}(/~
Deceased
Late of . l"Iashingt.on.
County of .. tiash~~.
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
'
f:onn acc-c 2.
I r:' '
DEPAR.TMEl\!T OF REVENUE
BUREXu OF .;.COUNTY COLLECTIONS
HARRISBURG, PENNA. 17 12 7
a;..
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE .. .DECEMBER ... l7., ..... 197l....... .. .
COUNTY ....... Y:J.A?..!::l.J.,NQ.~Q.N ........................ .
FILE NO. . ....... 9.?..::7_:1.:~?..9.2 ............................................ .
Whereas, ................ ~9.~ .. .9:.~ ... P.?.~~.~~9..~ .... ~/~/~ .................................................... late of ... ~~~.~~~~········································································
in the County of ............................................. J:!:A§.H.JNQ1'Q~ ..................................................... Commonwealth of Pennsylvania, having died on
the ......................................................... 18th ........................ day of ...... .f~P.r.~rY ........................................... 19 .. 7.~ ... , seized and possessed of an estate
subj:.:::!~~:~f~=:¥.~::::::::::i:~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:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Description of Asset
REAL ESTATE
None
PERSONAL
Unit
Values
$
Appraisement
Made for I nherl lance
Tax Purpo1es
f---
___ _l:s~eewSO:L:)c!.<.Ulihe~dh,.yul==:e~"..:!B~J''-'ol!.lf~a~pp:~!:.!::a~i~s~em~e:::!n:.::t:.....__ ______________ +----fl----'17~,_ 5l;.~~ D5l
-------------------------------------------------------------------------r-------H----------f---
f---
TOTAL $17, ·545 • D~5 --------------~--------------------------------------------------------~-------fl----~ f---
· Having been duly sworn according to law, I do hereby ce ify that the above appraisement is made in con-
formity with law on this ................... 1..7 .... .:t:fv .......... day of .................... .. ·~··········e30 ........... ,.... .. ...... 19J/ . di~~d::Ji:~~~;-.
~~•et) · ....... . ..................................................................... , Penna.
(Post Offiee)
WASHINGTON County ,,
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ROXY G. DONAlDSON a/k/a
Deceased. :~
' Late of
WA$HJ.NG.'l.'ON .................................... ,... . . .............. .. ..
i!
Date of Death, .......... F~P.:r..®.:r.Y ... l$;!/ .. l.97l. ......... ..
Appraiseme1!t Docke;J'ol., ...... ...:i..P.. .............................. ..
Page, .. /..S..3...= .. r ...... No .. 9.3.~7.l~?..99 ............ ..
i
Filed in Register's Office, I ~
Amount of tax due, $ ................................................................... ..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appraisement,
Appeal f1'om Appraisement,
'
Entered and charged, .: .I ' • <
·~
r
'
Form RC C ·10 .
OFFICE OF THE
REGISTER OF WILLS
STATEMENT OF DEBTS
o.ou""" mow:; 7 0 Jra6
THE SUM OF ............ $... .
OF _ _.:..Yl:..:::a:..:S::;h:.::i:::;ng:c...:t:.::O::;n::,._ __ COUNTY
AND DEDUCTIONS
AND AGENT OF THE COMMONW5ALTH
ESTATE oF _ .... R~ox~y-lo!G..:.•.....:::D~o=.:!n::;::!a:::l:::::d:::::s~o=.:!n.__ ___ LATE oF City of Washington, Washington County, Pa.
DATE OF FILING APPRAISEMENT NOV • 16, 1971 DATS: OF DEATH _ _.F..._e ... b=orua=.==:r:..y...__.1::..;8::..;,o.....::l::..9u7..:1=------
DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCH"III
~71
M:tr. 2~ 1 Russell Marino, Reg. rro~-o~-.... ,,... TeS'l<a Ill:!. :.<'I.MI' ~, .SO
Ma.r 21) 2 Washington Countv Renorts AnVF>'Y' ,Q"l"R.nt nf' 1 ool-ol-o ... C! ]4_ cOO
An'Y'. I) ~ 'Rm::RF>1 1 M:trino. Reg. 1 short cert. 1 00
An'Y'. s 4 Robert C an'Y'nrm funeral of deceased 1.7SS .00
J.1a.y I) 5 Kurtz Monument Co. mR'Y'kF>'Y' 'f'n'Y' nPf'P<>I'!f!>n 11S .00
Nov. 16 6 Helen Beveridge notary fees-inventories 1 'so
Nov 16 7 Russell M:trino Reg. filing inventories 1 00
_l_Q71
Ton .J.o p, ()h"'o.,.....r~r Publ Co adver grant of lool-o~-., ... .,. ,.4 .00
.Tan a.o q Etna Gibson accountants fee q27 00
.Ian '-0 1Q_ An::~m T. ~::~.nnP'Y'R ,q_ol-ol-f'pp fi{)() ()()
.Tan !l-O ll HP1Pn ,.,, ldge notarv fees-acct .. D &_ E 1 .so
.T::~.n. '-1 12 Russell Marino, Reg. filing account 18 00
1"1 Service charges on checks thrOUf2 b 11/4/71 2 50
I
rrn+.::~1 C''Y'Pni+.R f'1RimF>n---------$3,67!i~o.a_
ci.Alrh etv~l ~~~ ~)/_~ ?"3 d{) , { I . ~
I
I
I
-I
I
I
I
I
COMMONWEALTH OF PENNSYLVANIA }sa: COUNTY OF ~asbjngtcm
I, EtDa G. GibsQn HEREBY CERTIFY, THAT. TO THE BEaT OF
MY KNOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP'
ADMINISTRATION SUBMITTED TO THE ESTATE OF Bcx~ G. DQ;o.a.1dsQ;c. DECEASED, AS DEDUCTION$ F'OR
INHERITANCE TAX PURPOSES. ~YUZ/~-nJ 1i: if i (L. 5.)
owo•• ••o ouaoco'!'o ""•"'Er--o•v oP ~A7'2( -~ , Notary ic
MY Com.Exp: March 26, 1975
Washington, washington County, Penna.
.. l\'ll<lj,JtJj-J!
~ -.J ~ ; ;::';:! "' :t> 111 :.:0
(/) G) c: c_ r~-::r.: (I) :::t::J:J (f) (/~ z z --i il<"''"'·-, rn r'V ' ! >; .~··.) 01 . . r--1 --;:n . CJ (:J C:< <= " '"T1 . ~~~:: -o ,':'") :r-~ . ...,._ -.::: ·-C) .... ~ .... -~.J
.r::: {.A..)
-o ::r.'!: r-<::::> :> (f)
~ ~ -
,
~2COM.MONWEALTH' OF PENNSYLVANIA
DEPARTMENT OF REVENUE
OFFI,flAL R~CEIPTf1 PENfi~~YLVA .. ~IA IN~ERIT~tt~E
RECEIVED SEVEN HUNDRED FORTY-ONE and 00/100
Etna G. Gibson -Excr.
FromATTY. • SANDERS
------------:-----------------dollars
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:
Add 611 WASHINGTON TRUST BUILDING ress ____________________________________ _, 2 o/c Tax on $-----------------"·---------------1~
'vASHINGTON PENNSYLVANIA 15301
File No. _6_:3_-...:7....::.1_-_2.....:.9....::.9 __ Date of 2-18-71
Name of Decedent __ R_O_XY __ G_. _D_O_N_A_L_D_S_O_N __ a.~--....._a_,
County _____ \_iJA_S_H;__;_I_N_G_T...;_O_N ______ --1
Remarks: MJR
)1.1.
S E A L
NOTE: To be delivered to taxpayer
6% Tax on $ On Account
15 o/c Tax on $ _____________ _
·-%Tax on $ ______ ~_· _-_-_-__
Estate Tax, Act of
May 7, 1927
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__ %from-----------
to ___________ _
TOTAL AMOUNT PAID
NOTE:. In accepting the transfer inheritance tax on future estates, prior to the death of
tena-nt or ienant for yeors, as evidenced by this receipt, it is understood that the Lom,mon,wealth
not be precluded or prevented from hereafter assessing additional inheritance tax at the death
life tenant or tenant for years whenever it appears that such additional tax moy be legally due
collectible for reason whatsoever.
780.00
$
$
$
$ 780.00
$ 39.00
--~--------------------------------------------------------------------------------------------------
\
. \ .,
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I'
....... (j)
Z-l
·j ~ rn
-l ;::u
-·· ol Deatbt . ............ 18 191'1 f1-.tb~tdtf.F=JJF1l
. ,.
71
COPY OF INVENTORY
. .
4 ~,-.
1f7 c..S~qu Me .a<-, 1975 Notuy Public
Valhtngton,Wub.Oounty,Pa.-
' '
. ~,
•'
'( ;
._\.
~
~ .. ";. . ~ ~ ..,_ . . -..... . ' ...
' ll~u.rntnrg anll. "'pprai.a.rm.rut :"at the go~d~ ·a~d cftattels, ~~hts and credits which were
-·· · · Roocy o •. Donlilcrlion .. · . · -. City 0'1. W.ahiatgwn· _ of. ........................................................................................... , ................................................. late of. ........................................ : ....................................................................................... . . . '
Washington County, Pa., taken and 'made in. conformity with the abrroe affidavit.
t~ • ·-"
' -· f
DOLLARS CENTS
caab on ~ ........... .; ... ,. ________ ..;._.., _____ .; ____ ..,
' + ,; • •• • • ' • ' ~ ' • "! . . ., . ~ account in Pit~bu~Qh ·tfatlona.l a.:.k,
W.sbi~on. P8nna •••• -. ......... __________ ~----· .526.68
. . : ~
' .
S&vinga account No •. 83~089116 ta -PitUburg.b .
~a~icma.l· Bank, W..Jrlngtota• Pa~-----~.; ____ .;. • .;..~---9,203.a48
Savlnge ~ No. 2!S2'79 ·in Fin$ lf'ederal savings &
·Loail ot Wubiagton, Pei'Ula.••••••,;,.--·---------·--··-1.'122.86
... ~ '> ~ ' • ' • ~
. Chack t4 Comao~nrealtb at va. dated S/s/71-PilYable to
GGtat(.teto•••••••"'•-•••·-..,-••••·••-••••-••-•••••"" 1.53
SOCial Secw:"lty 'c.ontri.bution on f'~al tdll·non-
'teocllbl•-----·-·.,.. ... -.., .......... _ ..... ~ .... --........ _ .. .;_............. . 253.00
Re.!tz
'
None
rota.l. Dtate ·
lEU 1 t lfll l .... -,. I fl F
Personalty.
a.J.ty , ., , , " RsOO '·
total ueets···-• $171aoo.ss .
...
~. \. ..,. """ ·1~ n ;..· .. ~
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N~ 14254 Washington, Pa.,,_---1(/L~~~------'' 19....L..:::
OFFICE OF
CLERK OF ORPHANS' COURT DIVISION
RUSSELL MARINO, Clerk ~f. Orphans' Court Division
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County
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Clark of Orphans' Court
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