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HomeMy WebLinkAboutOC1971-0313 - ESTATE OF REYNOLDSPETITION SUR AUDIT Testate Form J IN THE ORPHANS' COURT OF WASHINGTON COUNTY M. JEANNETTA REYNOLDS · Estate of .............................................................................. . 63-71-313 No .................................................................. . Fiduciary ......... ~-~-~~-~~-~~!--~~~-~Y-~-~~~-~---·-···· Executor Deceased Date of , . . March 13, 1971 Date of , March 24, 1971 Decedent s death ................................................................. Grant of Letters ................................................................. . This is the ......... Eir.s.t. .. &. .. F..in~l ................................... account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ........ ::.:.::::-.::::::0 ........... . Election to take Date Election Place of; Under or Against will. (cross out one) Filed .................................. Record ............................. . Name of surviving spouse .......... Th~.r~---~!? ... P.-.<?._,_I?_~;J;.Y!.Y.!~K .. ~P-~~-~-~---:: ... ~-~~~-~~-~~---~-~y~-~--~~?;:~·!.~~-~-- List issue, where material: None Did decedent marry after execution of will? (indicate) ~: No. Any children born after execution of will? (indicate) "~ ~ ~(_No. If answer ·yes, name them ................................................................................................................................. . ·--··-------·----------·-----·---------------------·-----------·----·------------·---------·-·---------------------·-·----------------------------------·--------········--········------· Leg.atees Emmanuel United Presbyterian Church Robert M. Berry Alice ·P. Berry List, if exceptions to above: No exceptions If partial intestacy, give facts: None Adeemed: Relationship cousin none Revoked: Interest Fiduciary, if deceased or not sui juris $5,000. bequest 1/2 residue 1/2 residue Lapsed: Abated: Give Cause: Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. liD( If any exception give cause: ............................................. . File copy of Notice . . · . and date of mailing ...... , ...... ~9.Y.~ffiP.~.t .. JQ_, __ )._9.l.!:. ................................................................................................. . .Is estate subject to the filing of a Federal Estate Tax Return? ............... ~~---································································· Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $.J..t.~.?..9.~ . .9.Q ... (1.~-~~---?.~--~-~~-~g~nt) If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..... ::::-;::::-::·.:: ... ............................................. ........................................... ...................... -----.. ------------.......... --........ ~ .......................................................................................................... ---... ·-.......... -----........ ----.. . Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. NONE Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- qu,iring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: Bequest of $5,000.00 to Emmanuel United Presbyterian Church is exempt from transfer. inheritance tax. Application for Charitable Exemption filed with Register of Wills 11/9/71. Balance for distribution per account, , · Itemize any additional debits not shown by account: $ .. fJ.,.I~2.:.!.~---·········· Int. on Series H Bonds-(9/1/71) $98.96 Int. on U.S.Treas.Bonds, · · 1967-72 -(9/15/71). 18.75 Total additional debits (Add) $.JJ.?..~.!~ .... , .............. . Itemize any additional credits not shown by account: S. White's Sons -Marker · $128.20 t { Total additional credits (Subtract) .. $ .. 128 ... 20 ................... . Balance for distribution $ ... ?. ~ -~. ?.~ .?. ... .?.9. ........... . If balimce for distributior;' is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Cash '"--, ·~ ~ -----·-· -· ----· __ .ll • .J . If F .I E . I . d b p . . . I f R d No claim am1 y xempt1on c 01me y et1t1on, g1ve pace o ecor : ........................................ ---·--···-------·--------------··--·-··---· IfF ·1 E t· . I . d d' . I . h' d b · f Cl · · No claim .am1 y xemp 1on IS c a1me at au 1t, g1ve name, re at1ons 1p an as1s or aim .......... ~-----··--·········----·-··--·········· List any advancement or distribution on account that has been made; and nature and amount of same: None Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections to take in kind if balance is not in cosh: residuary shares being stated in proportions: EMMANUEL UNITED PRESBYTERIAN CHURCH ROBERT M. BERRY (cousin) ALICE P. BERRY COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duiY----------~~9-~~----------------doth depose and say that the facts set forth in the foregoing petition are true to the best oL .......... .ht.l? ............. knowledge and belief. -----------------.-$_W9.~~----------------~--to and subscribed before ~e this ...... (~---~day of ...... J?.~~-~~?-~-~-t;·······-19 . ..?}: S1gnature of Off1cer .... ~~ Title of Officer .......... ~9.~-~~Y..X~!?J~-~---··················· Office ex pi res ......... $.~--~·-•--Ul---~--~=----················· $5,000.00 1/2 residue 1/2 residue And your petitioner will ever pray, etc. • J -t f',;_i. "' •J ' I f l ~ No ......... 9.1~.?.1-:-.~J-~----------------------------- Estate of ... M~ .... .J:M~-~h'.r~---~-~.Q~P.§ ___ _ ' ' .... Deceased Fiduciary ...... ~J.§~?.~-~~-~--~~1JY.~?:-P:~.l ... . Executor PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph 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 Wi II. 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. ALEXANDER MciLVAINE Attorney ~2 r I I r ·r·'l\ r· j r· , 111 I b .• -~ o..· ~ 117·) J~'~tl I' n L K'l 0 f'rt I L~J RUSSELL tiARINO REGISTER OF. WILLS W;\SH!NGTON CO., PA, ,, S/(,, . .. ~ '. :· ~ .· ·' ~, ~.., -~---..... ,....... ~'~·:·~--.-. -~ ~&~3~_ /; ....... %' -3-1 3 ......... ) ...... j C!tnmmnuttttalt4 nf Jtuusylnauia.l· llas4iugtnu C!tnuuty. !i!i: KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 24 day of March A. D. 19 71 , before me, Russell Marino , Register for the Probate of Wills and Granting Letters of Administmtion in and for tlie County of Washington, in the Commonwealth of Pennsylvania, the last Will and Testament of M. Jeannetta R~ynolds late of North Strabane Twp. in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Alexander Mcilvaine the Executor in said Will and Testament named, having appeared before me and taken and subscribed the oath of office pr.escribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TEST AMENT ARY, unto the said Alexander Mcilvaine committing unto him the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring him to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety days from the date hereof, and to r-ender 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 24th. day of March in the year of our Lord one thousand nine hundred and seventy-one ........ ~ ..................... . Register ::n $.t ~ .... (/)l = ~ 61 ' a II. o: ~ 0 Zl .... Ill ~~ .. tn 1-t ~ <( p::~ ta 1-Cl) <Cl Ill u::t p;:j: I P:.ll $.t ~l -~ t:: <Cl ~ p;:j: ' ~ ~~ .: ~~ .. ii Ji !I II -·; •, LAST HILL AND TESTAMENT I, M. JEANNETTA REYNOLDS, of North Strabane Township, Wash- ,irtgton County, Pennsylvania, declare this to be my last Hill, and . 1 revoke any Hill previously made by me. II · · I' FIRST: I direct that all my just debts and·funeral expenses .I !\shall be paid from the assets of my estate as soon as practicable 'i liafter my decease. ji II !! SECOND: ii ---Ldirect my Executor to erect a marker at my grave p -!i similar to those of my father and mother. it II . ! !j II il THIRD: I bequeath the sum of Five Thousand Dollars ($5,000.00) q 1! to Emmanuel United Presbyterian Church (located on Route 519, 11 !!Eighty-Four, Pa .) •I ji .I I• FOURTH: I devise and bequeath the residue of my estate, of !I I! \!every nature and \vherever situate, in equal shares, to Robert M. 'I 1: !;Berry and Alice P. Berry, his wife. i' d il :i FIFTH: I appoint Alexa.nder Mcilvaine Executor of this. my ll !!Hill, and I direct that he shall not be required to enter security I, li pin any jurisdiction in v1hich he may act. .. !! H ;. i! II IN \.-JITNESS \.JHEREOF, I have hereunto set my hand and seal this 'I 0 . j; i'IJ1 day of September, 1970, !l I il '• ;: I' II' I, ., (SEAL) I' il II 11 Signed, sealed, published and declared by M. JEANNETTA REY- ilNOLDS, the above named Testatrix, as and for her last \.Jill, in the !!presence of us, '"'ho, at·. her request, in her presence, and in the 1: . • Jlpresence of· each other, all be~ng present at the same time, have !jhereunto subscribed our names as witnesses. II ll . i I I ll I' II II !I II 'I !I I• il li II I I i ' i .. b3_//__3j_3 ' J J\ffi~autt ®f fxrrutnr ®r J\~mtutatratnr ~tatt nf J.ruunyluauia } arnuuty nf 1!lllan4ingtnu .!1.!1: P ll b f th d · d th ·t Notary Public · d f 'd ersona y e ore me, e un ers1gne au or1 y, a --------------------------------------------m an or sa1 County and State, appeared ____________ }\L.EX.At-U!.E.R..Mc.lLYAINE ___________________________ .. who, being d~ly sworn according to law, deposes and says that he is the executor~~~K of the es- tate of --~-· ___ }_~A~-~~T.?-:~---g~_X:NQ_~Q~-------deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ~-~---~~:l:\~~-~~_'f:l:\ ___ ~~~OLDS 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 deat,e!tr~ased upon a just appraisement of each item made by the abov~'ilmed Executor ~~ Sworn and subscribed before me this ........ ./.:'/::....... J . .I ~ (), d Of October ~71 . ..d~"-~ ...... A .. ~~~~ .......... ay /:J;: .............. , ........... · ....... ,........ Executor~}{ ........... /./.~ ..... Notary .. ·Pn ·ttc ...... Waff9iE§i~nt~~~hf~B~o2o Coyij]s, PADDITIONAL INSTRUCTIONS .. 1. An inventory musl be filed within three months after appointment of personal r·epresentative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L. 513 Sec. 5.2, 72 P.S. 4844.2 3Juu.rutnry aub 1\ppraintmtut of the goods and chattels, rights and credits which were of .......... ~.~ ... }.~A~.~.·t~A ... ~~Y~9.~P.~.: ........ .late of ...... ~~~~~ ... ~.~.;.?.?..?.~~ ... ~~·~·~·~·~P.L .. .. Washington County, Pa., taken and made in conformity with the above affidavit. PERSONALTY Cash in Safe Deposit Box Checking Acct.-Mellon National Bank & Trust Co. Savings Acct.-Mellon National Bank & Trust Co. Savings Acct.-First Fed. S & L Ass'n of Washington Savings Acct.-Pittsburgh National Bank $1000. U.S.Treasury Bond, 2~%, 1967-72 (@ 98.26) Coupons on above Bond-9/15/68 thru 9/15/70 $500. U.S.Treasury Bond, 2~%, 1967-72 (@ 98.26) Coupons on above Bond-·3/15/69 thru 9/15/70 $1000. U.S.Treasury Bond, 2~%, 1966-71 (due 3/15/71) Coupons on abo~e Bond-9/15/68 thru·9/15/70 $1000. U.S.Savings Bond, Series H, dated May 1957 4-$1000. U.S.Savings Bonds, Series H, dated Sept. 1958 Int. on above Bonds-3/1/71 Treasurer U.S.-Soc. Sec. for Jan. and Feb. Penna. Blue Shield-Reimbursement for medical-expenses Hanover Life Ins .. Co.-Medical benefits Mellon National Bank & Trust Co.-Final liquidating distribution of Midtown Motors, Inc. Total Personalty REAL ESTATE NONE TOTAL ESTATE DOLLARS 185 46 134 ?9 6,394 41 9,628 36 3,428 94 982 60 62 50 491 30 25 00 1,000 00 62 50 1,000 00 4,000 00 97 36 86 00 97 60 240 00 28 50 27 '945 3"2 NONE 27,945 32. CENTS I .. · /?Ls-~ t,.3-71-3t<3 Inventory and Appraisement IN THE ESTATE OF . M. JEANNETTA REYNOLDS ·······················································neceai:ieJ· \ Filed .......... .9.~.~ .. -.... l~ ............. , 19 . ..?..~ ... . ::-~ -"1 i;:n:;:7] en 0 c-2 ::::: ::-(f) -·· t ... /') ~ ~~ 2:' -! .:__ ::_.} r.-; ~­--; ~~ 52 c.~~ ---11 -~:-g ~ -~. • r--:::: -u r-c:"""':-?"(/)-' >I ~ -,... <:::::) ...--. ·-· (""'-.) ::":") :o::;. --~ lT -..... ~· ~. --...., '• , j ~-·""'J c-,y.J ' ~-0,~.:6 ~ ~· ,. Y~· The First & Final Account of Alexander Mcilvaine, Executor of the Estate of M. JEANNETTA REYNOLDS, deceased, late of North Strabane Township, Washington County, Pennsylvania. The Accountant is charged, as follows: ----------------------------------------------------------------- To amount of Inventory and Appraisement $27,945.32 Interest on U.S.Savings Bond, Series H 24.52 Interest on U.S.Treas. Bond of 1966-71 12.50 Interest on U.S.Treas. Bonds of 1967-72 18.75 Int. on Sav. Acct-Mellon Nat'l B & T Co. 143.87 Int. on Sav. Acct-Pittsburgh National Bank 77.15 Int. on Sav. Acct-First Fed S & L of Wash. 257.42 Total Assets of Estate ........... $28,479.53 Total Credits Claimed ........... . Balance Due Estate ........ . 6,740.34 21,739.19 4/20/71 4/20/71 4/21/71 4/21/71 5/25/71 6/10/71 .. The Accountant claims credits out of the assets of said Estate, as follows: ----------------------------------------------------------------- Russell Marino, Reg. Wash. County Reports Observer Pub. Co. Russell Marino, Reg. Russell Marino, Reg. Marie Guidos Gordon Funeral Home Dr. D. M. Dunbar Gordon Funeral Home Russell Marino, Agent Washington Hospital Dr. Richard K. Harkcom Mellon Nat'l B & T Co. Alexander Mcilvaine Alexander Mcilvaine Russell Marino, Reg. Letters Testamentary Executor's Notice Executor's Notice Short Certificates Filing Inventory Notary Fees Funeral Expenses Doctor Bill Ambulance Service a/c Trans. Inh. Tax Hospital Bill Doctor Bill Service charges Executor's Commission Attorney's Fee Filing Account $20.50 14.00 14.00 3.00 4.00 5.00 1,656.00 200.00 26.70 1,852.50 62.00 15.00 3.68 1,423.98 1,423.98 16.00 Total .............. 6,740.34 - 2 - I Observer -Reporter WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News.p.aper 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, ...... R.~.~h.~.!::9 .... §.~ .... Ggw_~-~ ............. : .... • who being duly s•worn according to law, deposes and says tha;t he Is the .... Vi.c.e~Pr.esi.den t of the Obs:erver Publishing Company, a P.ennsylvania corporation, and its agent in this behalf; that the said Company Is the owner and publisher of the Observer-Reporter, succ•essor to The Washington Obs·erver, established September 18, 1871, and The Washington Reporter, ·established August 15, 1808, a daily news·paper of general circulation, printed and published and having its place of buslnes·s at Washington, Washington County, Pennsyl· vanla, where It or Its predecessors have been established and pu·blish!ed contlnuousiy for more than six months prior to the publlca;tlon of the notice hereto attached; tha;t the printed notice or advertisement hereto attached is a ·copy of an official advertisement, official notice, legal notice or legal adve·rtis·ement, exactly as printed or published In the Obs•erver-Reporter In its regular editions on the following date or dates; ........................................... . ............................. Ma.r.cb ..... 3.l. .•. A.p.r.il. .... Z .... ~ng .... l4.., ..... l9..7.l ................... .. 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 all~ga­!~~~r~!. this affidavit as to the tim~ and cha~ .of publication ....................................... 0¥.J.d../f ... ~k.v.:' ........... . Sworn to and sub~~~efore me this ... l4 ... day or.APXi.J .... l9.7.1 1'11~~~~~~ WASHINGTON, WASHINGTON 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. S, paragraphs ( S) 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: April 1, 8, 15, 1971 that the affiant or the corpora·tion 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 administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • REYNOLDS, M. JEANNETTA, Dec'd. · Late of North Strabane Township, Washington County, Penna, Executor: Alexander Mcllvame, 33 W. Beau Street, Washington, Penna. ,.-:;·-.. -·-·--------. -.. '15301 . ·Attorney: Alexander Mcllvame, 33 W. Beau Street, · Washington, Penna. '15301 :)':•;:!:~ of th;, oflid.vit " to th• {dE; md "'""'"a! pub~r:: u -------~-------------1-L-1_£/y_____/ · t.i!.ditor . ---...,._ ---Sworn to and subscribed before this ___..-.-=--_---,_ ...... lS..t.b .... day of ....... ~.P..~i.!. ........... , ............... , 19 ..... 7..! ..... . IJ14.d_._d;f.L~~ JOSEPIWJE T. SCif..r,w;uA Not3ry Pub:i::, \'h.:s1J!i:~ton, V/=:s:1in,:tan Co, My Ccmr.~ission Expires Jui; 1, 197~ ...• \. STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The wiflhin named Accountant being duly sworn according 'to law, depose Sand sayS that the above account as stated is true' and correct as·--------------~~----------------------veri ly believe. Sworn and subscribed before me this ...... /~--------- day of -----------------~~-~~~-~='=-------------------19_?_~------- --------~--L«-_.t....f'{:/. t~-a~--t~-y~--~u~·o,-:;f..r( ....... . Washington, Washington County, Penna.,. My Commission Expires: Feb. 20, 1975 Warshington County, ss: .... : k ..p 0 . !I ,...., OJ .: \ :~ -¢ ::I 0 ooro <) <) -_j.~ ow ~ ri t-li:J ~-rt Q)i ow $-1 S::i 'li ~ 0 i~ ~i •.-li .w co! ::3 : ~ r:.. l%li :~ 0 ~: ...-li ::>: C) CO! ...-li Q) P:1 <:\ Mi~ S::i Hi X E-< ~ ~i •.-li C)i l%l ,..-j ;\ E-< ~i ~: ~: '" M .. w. IZli I [il z: ~: $-1! ,..-j Z! QJ; .wi r-... <:: "'i l%li til! S::i I M .,! $-li co: \0 ·.-!! Xi .: ~: QJ; :i ~~ ...-li <! ci; z ·~ ~ t' I do certify that I have given leQ'al notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court, as evidenced by proofs thereof filed to No . ./#2.~_-:_1/~.8.~----------- Witness my hand a d official seal this __ ;?//__~----------- ------~ --__ ...... ~-·---1"'-·· '"' '"' .... § ::I c.:i 0 ...., ~ C,) 1=1 0 ::I Q) 0 ! ..c:: . ""' <) ,,~ l ...., <) '·· ' .... l."t 0 ~ ! 0 j ... ,...., ,!1:1 l%l j l,..!t 1 .. .... .... . -.. 't:l : .Sl z 0 .. .... Q) ...., C,) H ;7 I on .: ~ :>, 26 r. •' Q) 0 Q) ... "' '<) ~ Hii ::J Q) .... .... i8 t-l 0 ~ ...., N 0 H ...., t ...., ~ .: ~ ~ ::I [il RU ('c ... ' ' ! .r ~ fj 0 0 ,_, t '· ' 'U <) 't:l l'!hJl r~ <) 1=1 ~ DEGI("'•-~-til til '\ . ~ i ,_ •{ OF i'l! .. l%l -... I. .. /, l; j .I 1=1 .... Q VI I~ s H I N G T 0 f·l "-}: :8 ill co. r-'d ...., a ...., "' t·J;:; -~ -~ 0 Q) ~ ...., ..c:: ~ ...., t-l 0 ...-lf < 1=1 't:l f'i .: ~ ~ ,.., j \--"" ~ ~ ""' ~ Cf' f2 ~: ~ 0. <~ I· . "~',, ~ • /. ~ ... ~ '' "1 " J / ~-------- -.. The Court is respectfully requested to determine proper distributiqn-in·thi) estate. __ __ C L~ h]·gA-~-~~-- Counsel for Accountant ~tt · :tlJt <trnurt nf <nnmmnu Jlta.a nf lla.a4ittBtntt <trnunty ®rpqau.a' <trnurt 1llini.ainu In the matter of the Audit of Account in Estate of __ __::M:....•=----:J:....EA__::N.:.:..N.:.:..E.:..::T:...::T:....A_R_E_Y_N_O_L_D_S.L_,1 63-71-313 No .. _________________ _ Deceased TO THE AUDITING JUDGE: Enter ___ m~y..__ _____ .appearance for_~ ____ A_c_c_o_u_n_t_a_n_t _____________ _ 15th day of _ ___,;:D:;_e::;_c::;_e=m=b=-=e-=r ____ , 19_7_1_ N. B.-Counsel shall, by separate paper, present a concise statement of each claim, wtth supporting c a 1 c u 1 at ion of any interest claimed. Objections to an account as filed, shall be concis.ely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. j ........ . ·' I HI'"~ ii! j. if""" 11'·'\. )!"'" ~ ~ .!' .. I! !l ~ ~; ~·<~>-·•'1"1 L.,. /!~.)· r· "72 JAil 18 Pt! I IJJ RUS;!CU M/:JdN'O fZEGISH:R OF WILLS WASHi11lGTON CO., PA. No. 63-71-313 In re Audit of Account in Esta,te of M. JEANNETTA REYNOLDS, Deceased AUDIT Jra.rrip.r fnr i\pp.raraurr FOR Accountant Alexander Mcilvaine Attorney ~2 I "" .) ..ALEXANDER MCILVAINE ATTORNEY AT LAW 33 WEST BEAU STREET WASHINGTON, PENN SYLVAN lA 225-9930 November 10, 1971 IN RE: Estate of 11. JEANNETTA REYNOLDS, deceased Please be advised that the undersigned Executor of the Estate of M. JEANNETTA REYNOLDS, deceased, has filed his First & Final Account to No. 63-71-313 in the Orphans' Court Division, Court of Common Pleas of vJashington County, Penn- sylvania, and the same will be called for audit on Hednesday, December 15, 1971, at 10:00 o'clock A.M.·, in the Orphans' Court Room, Court House, Hashington, Pennsylvania, at which time you may appear and be heard, if you so desire. Above notice mailed to: Very truly yours, ,/'\ . \ l~~a~~-~ (};\~ .Alexanaer Mcilvaine, Executor of the Estate of M .. JEANNETTA REYNOLDS, deceased Pastor, Emmanuel United Presbyterian Church, Eighty-Four, Pa. Mr. Robert M. Berry, ~. D. {J:2, Eighty-'Four, Pa. Mrs. Alice P. Berry, R. D. #2, Eighty-Four, Pa. _/f' • . ,; IN THE COURT OF COl\!IIVION PLEAS OF WASHINGTON COUNTY, PENNA ORPHAJ;JS' COURT DNISION ·. INRE: Estate of M. JEANNETTA REYNOLDS, •( ) ( ) ( ) ( No. 313 of 1971 Deceased. ~. z <( > .J > Ill z z Ill II. ~BEFORE: '" " z i (IJ 4 ... • • HEARING ON AUDIT The H~morable P. VINCENT MARINO, Judge of the said Court. J ~­ ..:APPEARANCES: 0 ~ '" ALEXANDER MciLVAINE, Esquire, of Washington, P . , representing the Accountant. ~ Q .J ~ ' .· -!:!TIJV[E· Q • :I "'I ai ~~: THE COURT: ~-D: Wednesday, December 15, 1971; at 10:00A. M., EST_ Number 313 of 1971, the ·estate of M. Jeann tta .0 a. Ill a: Reynolds. deceased. The Executor is Alexander lVlclivaine and the '" D: :I. 0 ·u .J <( attorney. is Alexander lVlcllvaine. mr. lVlcllvaine? u 1v1R. MciLVAINE: iL ·If the .Court please} in this estate all the IL 0 debts have been p~id~ There ·are· no outst?-?d~ng p~aims of any kind . I have here all the ne:essary· papers~ .• THE COURT: Is there anyone els~ in Court interested in t is decedent's estate? . . ( NO ORESPONSE THE COURT: The audit of this account is ordered closed --. /· j •• ~ ' ; 1 . . • r : ···-. _::~ .. ' ·• ,· ''. ., .· -.~ ,... .. •· . '. . . ·~" .. .. '!"'- .• ... . - · ... !II ~ • '. • ~! • ' • ·'.' ,. ·~ ' . '·· '· .. . '}-, . . . . -· ' ,. .(' ', ··• .... . . . .... ~ ,· • 'i . ( :AUDIT . ~· os.~D ) .,. .;. . .... ~-.. ....... ~ j • '. •' . -'·· .. -~·-.. -~-·. •' --~·· .. ' .... ·. . . . ~ •• ~.· i •• ~; -~. -,•" ·~· . . . ... . ~ . . ' ~ .~.' -. . '.· __ ,' · . ... ~ ... ;.· .. . .~ •.. - '• ' . ' ' . . . ~. > • ··- ' .. . .,. .... .. . ~ , "'":, '' , '''N . .. · ... · . ~-<!.. .t, . . ' . . ,. ' .. t. .. .,.. '' ,f r" m "'' ~-• I .· 2 . ' ·' .. '.:•' • ~ •• -< '- I'· .. ' ··-.. - 1- .. ). _., . ... , ~~i. . '.' ' .. -:·. _; ""'· -_-~ ... ~ · .. -.,. .. .. j-. , . ... ·~ . * ' .' --~ ! . . ' :"" ...................... . c· •. t; .,.:!--·· . ;.". ~ ... : ' '~~ ... !'..·.: ;'j -" -.. ..... "!'"'" ," -. .. ..;-t ~ .·\' '-" '~--\_ L ,; . ..· ·"' ~----- ,_ . .. .. '!f. .- -,. _,~ j ' ; ~ .. ~· .: .......... <>f": '.t:' .... ·. .· ., '!.! • '• _.,.... · . ., ....... ~I *" ~ .. -··· ! , .... . '\ ~ -.. ... ·. ; -i ..... "" ... ~- . ' -.. . ,_ ~ ... - • I ·• i' 1- 'I "• ' . ' z· .. t;,---- 't . r· } f71 .r:~' .... -. . .... .. ... a_ .-- ... .I I In t4t <ttnurt nf QJ:nmmnu Jlrn.a nf lln.alJingtnu <ttnuuty. Jruu.aylnnuin. ®rp4nn.s · <ttnurt ilitti.ainu ESTATE OF No. 63-71-313 M. Jeannette Reynolds In the matter of the First and Final deceased Account of~---.!A~l!o!!ie:..£xi..Slawn~d~e ..... r_M~c I:..l ..... v.uail..oi.._.n.uoe.._ Executor ADJUDICATION AND DECREE And now January /[ , 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 $ 21,72lj.7Q and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account.----------------- Additional debit asked at audit I Additional credit asked at audit- Balance'--------------------- Deduct Clerk's Costs & Receipl.,__ ___________ _ 117.71 128.20 38.00 $ 21,739.19 $21,856.90 $ 21,728.70 $21,690.70 J Attomey ___ A_l_e_x_an_· _d_e_r_M_c_I_l_v_a_i_n_e ________ _ Russell Merino, Agent, transfer inheritance tax, ~fiJg,oo ~-'Zl'f?;L ~~,Wz.tJ,C, 733.69 (n)tl Emmanuel United Preebyterian Church, legacy, Robert M. Berry, and .Alice P. B~rry, his wife, as tenants by entirety, residue, cash, $20,957.01 v--':/ 5000.00 ~;~~!.~ ~57~~ ~~) No balance No·--------------------------------- 111...1he matter of the Account of of Estate of i\bjubiratinn a!W itrrre ' :: ~ l .! ·! I . ' ~ ~\~ .... 2 ,.... .. ]I .. r-~-n • I • , ~b. ! l f"" f I ' L t.. .• :,.,1 l1 ?72 JA+l ! n P~l 43 R•·sr--·. '" R'·'r' ,0 .::• C. LL. fd ;:q· I N 1., n E G I S T E H b F WI L LS \'/AS I-ll N C~ T 0 N C 0 .• P t\. r '-'I ' I I . I I <... l . . • I i '-;I ... Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS 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 ex tens ion is granted by the· Secretary of Revenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) ..................... ~• ..... ~;;:.~;;;:;;¥;;1;;.~~.E .~~········ ........................ };::UA;;: OF (State full name of decedent) Late of............................ .. Waf:)Q..;i,.!lg_:tOI.l... .............. County ~ County of PENNSYLVANIA ············································································································} WASHINGTON ss: ............................................................................................................. St.te of ..... . .................................. .. .. .. ALEXANPER .. Mc..IL.VA.l.N.E .......... . Eueutor of the estate of the above-named decedent being duly sworn, deposeS and say S Decedent dJed March 13 (Month) (Jiay) ..... , 19]J. ......... .J testate leaving a last .will, copy of which is hereto attached. } (Year) l »KM»XeX .... Alexander Me Ilvaine, .. Attorney Name and address of attorney or} other authorized representative to · whom all correspondence should be mailed. 33 W. Beau S~~~et:~ ~<:1~]:}~J:l8.t:()J:l, X~~ ~.?.~01 That as such .......... ~eg9.Y.:.tQ.~ ............. deponent is familiar with the affairs of said estate and the property con- < J•:x.,cutor·Administrator) Rtituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSiT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Pittsburgh National Bank M. Jeannetta Re_y_Jlo 1 d s 1J::.~hino-ron P::. That the contents of said safe deposit box or boxes are itemized under Schedules ___ B ___ of this return, with the exception of the. following, for the reasons hereinafter set forth: That Sc.hedule A attached hereto and made part hereof sets forth full v and in .detail all the real property in the Commonwealth of Pennsylvania of which decedent died having a~ interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of' said parcels, the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions,. whether indivi_dually, or· in .trust for any other person qr 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 deced~nt' s death in all other cases; all bonds, postal savings, treasury certificates or notes and other•evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereo~ or of any foreign country, which are owned at·. the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated market value thereof; all bonds and mortga~tes 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, o·f 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 anrl other investment securities owned by the decedent at the time of death, with the market value thereof at such time. J 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 ciecedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market _value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof 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 posses~ion or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y 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 jointly, by the will, deed, or other instrument of another, with a copy of the _instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the 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 and unpaid at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee,-commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this /~ . ---) , .. /_,/····· ; -=----'--~j (""/. /' / /? k. ,. (.< ..... l1t;;:;~;&(~·-··········-~s;.,, 33 W. Beau Street ........................................ . . .. .. darJf ............ <?.~.t::.c:> .. l?..~.?:. ................. 19 .. ?.! ..... . ~~ ...................................... · · · ,.. · ··· · ··--Notary Publtc ........... .. Washington, Washington County, Pa. My Com. Exp. Feb. 20, 1975 (Street Number) . .... w.~-~-hi.ngt.:_Q.n .. ,. ..... f..a ............. l.5..3..0..l ............................. . (City or Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. RCC-34 (l-64) COMMONWEAL Ttl OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU•OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE UA" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number, street and street number, together wl th a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm state number of a- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. N 0 N E (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. (2) (3) DEPARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write In this space) .. NONE . · ·RCC-3S' COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. u. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e. g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats!, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or rli.vidends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership J.nterests, interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item NO· ITEM List and describe fully UNIT ESTIMATED VALUE MARKEl' VALUE DEPARTMENT VALUATION (Do not write in this space) 1 2 3 4 5 6 7 8 9 lQ 10 11 12 13 14 15 16 17 18 Cash in Safe Deposit Box Checking Acct-Mellon Nat'l B & T Co. Savings Acct-Mellon Nat'l B & T Co. Savings Acct-First Fed S & L of Wash. Savings Acct-Pittsburgh National Bank $1000. U.S.Treas.Bond, 2~%, 1967-72 98.26 Coupons on above Bond-9/15/68 thru 9/15/~0 $500. U.S.Treas.Bond, 2~%, 1967-72 98.26 Coupons on above Bond-3/15/69 thru 9/15/rlO $185.46 134. '].9 6,394.41 9,628.36 3,428.94 982.60 62.50 491.30 25.00 $1000. U.S.Treas. Bond, 2~%, 1966-7l(due ~/15/7 ) 1,000.00 Coupons on above Bond-9/15/68 thru 9/15 1'70 62.50 $1000. U.S.Sav. Bond, Series H,dated May ~957 4-$1000. U.S.Sav.Bonds,Series H,dated Sept~958 Int. on above Bonds-3/1/71 Treas. U.S.-Soc.Sec. for Jan. and Feb. Penna. Blue Shield-Reimbursement for medical expenses Hanover Life Ins. Co.-Medical benefits Mellon Nat'l B & T Co.-Final liquidating distribution of Midtown Motors, Inc. 1,000.00 4,000.00 97.36 86.00 97.60 240.00 28.50 Ci)Jfs-.. Lf~ rr/3 if· '7 9 &, 3~4-'-1 I 9, {p Pl f· 3? '3,t./J.. r?.f't.f 9 g ,J, ~ 0 ~ ,;.~-() 'f 9 /. g d ~ ,f·,o c) I; fJ 19 {), " c) t; ~. 6-0 11 o-do ~6 o "' Lit o lJ o t(J a 971 j ~ ['ft,.oo 9 7-(p 0 ;j. t{fJ . 0 C) ~ r.~-o Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. X X 27,945.32 1 ~ 7, 9t/.s--3 CJ... D~r. eft/. '•·RCC.:.36 . COMMONWEALTH OF PENNSYLVANIA TRAl\\SFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C" TRANSFERS (1) Dirt clecedent, within two yearsofdeath, 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 th.; transfer. (Note 1). (c) Cause of decedent's death. (Note 1), (4) Did decedent, in his l~fetime, make any transfer of propnrty without receiving a valuable or adequate consideration therefor which was to take effect in possess3.un 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 dececlent1 s death? (5) Did decedent in his lifetime make any transfer without receiving a val_u_a_b_l_e __ a-nd-adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) No (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) No (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others _________________________________________________________ ~-------- (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) No (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserverl power to alter, amend, or revoke, or which co11ld revert to decedent under terms of transfer or by operation of law? (Answer yes or no) No (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) _________ _ NOTE 1: The answers to these questions should be suppol'ted 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 N 0 N E Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) NONE DEPT. VALUATION (Dept. Only) G.~-...... RCC-38 ... CCMMONWEi\LTH OFPENNSYLVANIA THAN~FER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRFCTIOKS: 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 Real Estate. ! N 0 N E percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest ---------------------------------------------------J------~----------~~~------~------------4-----------~ Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. ( h RCC-37 (12-;63) t'OMMONWEAl.TH OF. PENNSYYLANIA TRANSFEFt' INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other wise, in estate) Emmanuel U. P. Church Eighty-Four. Pa. 15330 Robert M. Berry R.D.Ifo2. Eightv-Four Pa.l Alice P. Berry R. D ./fo2, Eighty-Four, Pa.l - 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 -----Bequest of $5000. Cousin Yes Over 21 1/2 residue 5330 None Yes Over 21 1/2 residue 5330 Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Will { ~~ ~ No .. :3J:3 . Year J.9..7J P.-< THE ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF M. JEANNETTA REYNOLDS Deceased Late of North Strabane Township County of We1shipgt:or1 . Commonwealth of Pennsylvania REPORT AND APPRAISAL =:: :;--, ~ ~ rn ~~ (f) '~ ---· ........--(.JJ =: V'1 ,-' ;...: -; ~ 1 c; r~·~ r·- ....... -1 ;r:: .. ~- ;::;. (:::> ·-:j (':"I ..........-•. 0 ..;::: ::1 . -r··· -or-o > (f"J . --..1 - r-":) c -k I :-,) '~.... , ~ -~ rv U""! ' : -- ftl ' ~~:; ... ''j (Executor-Administrator must complete "As Reported" column #1.) C1 ...., '"0 ~ ... ... ~ ~ 0 ~ ... e.. "' ::s "' "' "' 0 ......, ::s '"t:l ...., ~ e.. ... ... ~ "' 0 :>< '"d "0 ~ ~ 0"" .... ... (;) 0 ~ "0 ~ ~ ... "' --"< ~ -~ en c:: ~ ~ > ~ ..-..... ..-..... ..-..... ~ W en en ?"' ~ ~ C"5 ~ > : : : ~~.00~~~ :N :N: :-.. ,-.. > z t•\.0 z"' 0 :-P-:o ~---- "' :\.C) :.p. Vi-: .. :~ 'N z :1../1 :Z-o ..-tx:l :. 'tx:l 0 ~ ,. ·' : .... _....,..,. ~ N: ~ ~-~ .00 ~ -oo ~ > 'J: t:J 8-~ .... ~ 3 ::s r. c.. , . ,• 'l I Fornt RC c\o ..... O~JCE OF THE ;}tEGIBTER OF WILLS OF 1 / WASHINGTON COUNTY AND AGENT OF THE COMMONW&:ALTH ? STATEMENT OF DEBTS '• AND DEDUCTIONS -3143 ESTATE OF M. JEANNETTA REYNOLDS North Strabane Township LATE OF------~~~~~~~~~~~~------- DATE OF FILING APPRAISEMENT __ 0_C....;t_;, ____ l.;;..9....;7~1-DAT!i OF DEATH _ _.::...:M:;:;a:..=r:...:C::..:h,;_...:l=..3::.....z.,---=1;..::9_:7_:1:__ ______ _ DATI!: NO. 01' NAMIL OF" PAYEE REMARKS AMOUNT VOUCHJ;!'t I Russell Marino, Reg. Letters Testamentary $20 so i j Executor's l Wash. County Reports Notice 14 00 i ! j Observer Pub. Co. Executor's Notice 14 00 ! Russell Marino. Reg, Short Certificates 3 00 ' - Russell Marino, Reg, Filing Inventory 4 00 ~ Marie Guidos Notary Fees 5 00 i 4/20 /71 Gordon Funeral Home Funeral Expenses 1,656 00 i 4/20 /71 Dr. D. M. Dunbar Doctor Bill 200 00 J ; 4/21 /71 Gordon Funeral Home Ambulance Service z6l7o 4/21 /71 Russell Marino. Agent ·afc Trans. Inh. Tax 0._852~ l sLzs /71 Washington Hospital Hospital Bill 62 00 j 6/10 /71 Dr. Richard K. Harkcom Doctor Bill 1sjoo. 1 Mellon Nat'l B & T Co. Service Charges I i 3i68 ; Alexander Mcilvaine Executor's Corrunis s ion 1,423,98 l __, ! Alexander Mcilvaine Attorney's Fee 1,423~_j Russell Marino, Reg. Filing Account 16 1oo j i ' I -l Total ·----1(6, 740 J}yj ......... .AtA~~j ~/ //,~ ~ ·~A~~r~~'l , '&l ttOl -~ ; I 1 --· = COMMONWEALTH OF PENI'JSYLVAN!A COUNTY OF WASHINGTON I, ALEXANDER MciLVAINE ---===="-=~=~~-=..;;.;...:; _____________________ ,H£REBY CERTIFY, THAT. TO THE BEGT OF MY I<NOWLEOGE AND BELIEF, THI!: FOREGOING 18 A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENS¥.:!1 0?' ADMINISTRATION SUBMITTED TO THE ESTATE OF M. JEANNE~¥N0LDS ""':_EC&:A.6ED. AS DEOUCTIONi FOR INHE~IfANCE TAX PURP02l£S. C4.. ) ~-c 7, ~_)A~ CL.S.l SWORN ANC BUB!JCilll.'lEO l'IEFORE ME THIS _/_. '1-:___JCAY Ol" ."5 ~_e_r_t£ lg R_ ~ ¥'"'= lfo tfr;~rl.c Washington, Washington County, Pennsylvania My Commission Expires: Feb. 20, 1975 -r1' ... I 1 ~ i ., • '''tl ......:: f! :;:::;J: -:-= ._. :P'-f1'1' ,...., f~· . .... -(;.() t0 ~ c-, ~ ~~-~~}. ----:: (It (-:_r~ ~~" :~ ....,-! f)t f"'-.). G \ rn f"'~ .;:n-0 -i _,.., , . .;. ':::>. 0· ·~ -, -~ :;:::::> .... _~ ""11 . ..... -· ---. --;::> ~:-~~: Q ......, r= ........,"? ..,.__~ -o r-· g ~ ):> ({< 4',!71: ..... "•• \ ./IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNA. ) Date of dealb J -/ Y -'J / \ No. ___3_l.l__Qf___illl Term, 19 __ • A.A. In the matter of :bhe Audit of Account filed in the Estate of I Reynolds, M. Jeannette Deceased ) Docket 38-153-6 --- TO THE AUDITING JUDGE: Enter my •appearance for the Commonwealth of PennsylV~ania, claiming transfer inheritance tax in the above estate, as follows: DR. To appraised V1alue of Estate: ReaLty________ _ ___________ .. ----------------------------------------------------···--·--···· ___________ $ Personalty ________________ . ____________ .. ------------------------------------------------------------··--·--··--$ _ __:::_Z,_1 __ f'-----J!Y''--~-'-'-"J_z,--____ _ Additiorual Assets per Account, Subject •to Tax _____________________________________________________________________________________ $ _____________ _ Addrtiona'l Assets per Audit, Subject to Trax ___ .. ___________ ----------------------------------------------------------------------$ _______________ _ GROSS VALUE------------------------------------·-----------------------------------------------------------$ ________________ _ CR. Debts and Expenses per Account; see Note $ ) : __ _ > $ ______ _ Additimml Debt' and Ex..,.,., ,... Aud< ) I ~uf~. TOTAL DEDUCTIONS, $ _______ _ NOTE: The following credits claimed in the Account are held not deductible •as against the tax: CALCULATION -t; ~YS' 1 v-Gross V~ue ______________________ _ Less Deductions ________________ /tl ~ s'tj , f2!i_ Clear Value________________ .. _J_ l 0 I r ~---:,'--""'------- __ ) __ _ able at 2% \----· Tax-) /] aL -z)/'- able ( $ y -----------------~~)-----------/ $_A_(, ~ 3r& __ j, ~TAX1 PAID ON ACCOUNT ~~ $ _/f..feJ,&o , ______ _ Total Tax----------------------------------------------------------------------------------------------------$ _!:..~ 13£...~1!. Less amount previously paid------------------------------------------____________________ ___ $ J ' ~ '-0 ~--1/'V $ _____ _ Balance ·------------------------------------------------------------------------·-------------·-··--·----------------------$ /3) !i.J~ $ _______ _ Interest __ yrs. __ mos. __ days @ __ % _____________ $ _______ _ $ ______ _ TOTAL TAX AND mTEREST DUE -c~~-:K~ a~ @~"73s.br ~ 7,/fl;L ·. ,j r . ttl . '" /' .. \., \ • No. , Term, 19 __ , A.A. ESTATE OF Deceased PRAECIPE FOR APPEARANCE FOR COMMONWEALTH OF PENNSYLVANIA ~5 ,. RCC-81 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT (Executor cir Administrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division In Re: Estate of ~-·•....:..•_a.:._· __ ·A&lft_· _·_I_~_U _ _;_D_O._tD:...:__::._S _________ _ County -File No. _63..:..._•11_-•_:_ru_· ..:..._ ___ _ Dear Mr, KeUV&iftel . . You are hereby notified thai th~==-=~r.-~---~-::::::--::-,._ ..,....--,,.--, .. ,-_ --------- appraisement in the estate of ll• ~--t-Riiiiildl has been filed in the office of the Re,gl_ster of Wills of..:.·-·-~---~.:.___:_··.:.___:_ ______ _ County on IO'VGI:lber 18, , 19_~1£_' , Said app~aisement reflects the following valuations: Real Estate ___ --'------'-~~~~~- Persona I Property ______ 2_7_:_,_9_45 __ .3_2 __ T ral')sfers _______ ~------- J oint I y Owned ---------'¥J'--9-H<--4'')---T otal _________ 2_7_~9_4_5_.:3_2 __ 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 ao-bel' U, 1971 S;gned ( q;~~ J T. 1 rrancee Leo; .A.PPtaia• u 1t e . DAS or DSATIU Marob l3t 19?1 Note: This is not a bill. J • RCC•39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of .~OLP'S.;~~;,\.J.EANNE==TT=A"'---------DATE OF DEATH 3/13/71 FILE No.63-71-313 (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_N_G_'IO_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: __ N_O_VEMB __ E_R_l_B--=..,_19_71 __ _ INHERITANCE TAX APPRAISER REPORT OF THE REGISTER OF WILLS WASHINGTON I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or VALUE AS REPORTED VALUE AS APPRAISED $ $ ·~;( ~'14 ).)<::: <:::(,'14, .)<::: 27~945 .3;2 27,945 .32 27,945 ~32 27,945 ~3'2 annuities................... $--------4-- EST ATE TAX ASSESSMENTS $ _________ .J...__ FOR USE OF REGISTER ONLY Taxon $ ________________ -r--- Tax on $ ----------+---· Tax on $ ---------+--Taxon$ _________ ~-- 2% 6% 5% COMPUTATION OF. TAX $ $ ~ ' $ $ . $ VALUE AS REAPPRAISED $ ____________ ~--- ~ Tax on $ ----------t-- Exemptions========F== Total Estate ----------1--- TOTAL TAX $ (*) As evidenced by Charitable .Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=======1== BALANCE $---------+-- Less 5% of tax if paid within 3 months after death $======== Add interest at rate of 6% from -----to --------- AMOUNT OF ESTATE TAX ASSESSED $---------+-- Estate tax paid $ _____ .......~ __ BALANCE DUE $ __________ .......1. __ _ Add interest at rate of 6% from ----------~<0------$----------+---- TOTAL TAX BALANCE $ -------+--- 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 M. JEANNETTA REYNOLDS Deceased Late of NOR'l'H ~~· TOWNSHIP County of .. WAS! INGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ·. .. ... ~ Fonn -~c-2 ;: DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 77 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .N.QVEM.8.E.R..l8 . ., ..... l.9.7l ....................... . COUNTY .... ~~~~~~~9..~ .......................................... .. FILE NO ............ 63~7.l~Jl3. ............................................. . M. JEANNETTA REYNOlDS WASHINGTON Whereas, ...................................................................................................................................................... late of .............................................................................................................. . in the County of ........................ ~~~~~.~~~~ ........................................................................... Commonwealth of Pennsylvania, having died on the ................................ lJth ................................................ day of ..... Mar.c.h ....................................................... 19 .... 71., seized and possessed of an estate b. t t I h . t T d th I f th C lth f P I su JeC 0 n en ance ax un er e aws o e ommonwea 0 ennsy vama; Therefore, I, ...................................... FRANCE.S. .... J.J.'P. .......................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes REAL ESTATE $ None PERSONAL See Sch-edule "B" of the appraisement 21,945 32 I I I i .. r '' . I form:!;v!:hbl:~ ::~:;,~w~ ~~£"~to~~·~~ o~r~~~~~~~n.::;~7?~: ~;...._,/ ........ ··································· .............................................................................. d Street) ..................................................................... ............................... .................................. , Penna . (Poet Oftlee) I I I ' ' J I WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of M. JEANNETTA REYNOlDS ············ ································ ············································· :Deceased. Late of WASHINGTON ··························· Date of Death, ...... ~G.H ... ~).1. .... ~9.7~ .......................... . Appraiseme11t Docket ~'ol. 38-, ..................................................... . Page, ..... ~?.~.~---··· ................. No. 63-?l.-313 Filed in Register's Office, .......................................... 19 ......... . Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f,.om Appraisement, Entered and charged, ( ,.. '· ·' • J. /" RCC-3 (1-69) COMMONWEALTti OF PENNS~VLVANIA DE"PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRAN?FER ~~~HERITANCE TAX (Act of May 28, 1956, P.L. 1757, and Act of June 15, 1961, . ,P.L. 373, as amended)· Application is hereby filed for the approval 1. Bureau Fi I e # 63-71-313 of an exemption from Pennsylvania Transfer 2. Date of Death March 13, Inheritance Tax on the transfer of the property described below: 3. Date.of Approvpl November 1971 9th. 4. Name of Decedent M. JEANNETTA 1971 REYNOLDS 5. The Commonwealth's appraised value of the property for which an exemption is claimed is $ 5 '000 • 00 (Note: Where the property is other thari a specified amount of cash, the exemption cannot be approved until the v~lue of the property has been established by appraisal by the Commonwealth, except in those cases where the amount of the 9!ft ot bequest represents a stated fraction~for percentage portion of the entire estate or the entire residue. In those cases enter such frac:tlonal or percentage amount above). 6. Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer, unless such material has betmpreviously filed. · · · · · ·" .. · WILL Zl; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; OTHERO; I ~ t ' J (If other, exploin) ____________________________________ _ 7. Correct Business Name and Address of Charitable Organization receiving property: tiiAME --~E~MMA-~N-=-U~EL--'U=--N=I=T_ED_P_R.:....:E=--S_BY:__T=--E-'--R--=IA:___:__N_C:__H--=U--R-=-C=H------------- ADDRESS ____ .~R~o~u~t~e~5~19~,_E~1~·g~h~t~y~-~F~o~u=r~,~P~a~·~1~5~3~3~0 ____________________________ ___ 8. I certify that the information contained herein is, to the best of my knowledge and belief, true and correct. S;gnot.,eofApplkont LA"~~ h Wn.u< ~ Address of Applicant _ __:3_;:3~W---.:·=--B_e:...ca=-u=--S--=-tr=-e=-e_::_::;.t..._, _W.:.:..:=::a.=.s=h:.=i~n:cgt..::t:.::::o..;:;n:....,'----=Pc..::a=-:•=---=1=-=5=--=3::..:0::..:1=-----~- Official Title ___ E_x_e_c_u_t_o_r ____________ Date Nov. 8, 19 71 This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided, or in which letters were issued for a non-resident decedent's estate. If the decedent was a non-resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills, deliver all three copies to the Director, Bureau of County Collections, Penna. Department of Revenue, 26 S. 4th Street, Harrisburg, Pa. Do not write below this line-For Official Use Only Approved: For the Secretary of Revenue ~~~ (Signature of Register of Wills) washington (County) November 9th. 1971 (Date of Approval) Referred to Bureau Headquarters (Initials of Register of Wills) \ (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied* 0 (Authorized Signature) (Title) (Date of Action) * See reverse side for reasons This section will be completed by Bur~~u Headquarters only when the application for exemption has been denied. Date:----------- The application for exemption contained on the face of this form has been denied because----------- Note: Any party in interest, inciuding the Commonwealth, aggrieved by this action may within sixty (60) days after the date of this notice exercise their rights of Protest, Notice, or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. r .i ' - " .r .,. b 3 -7/ --3 /IJ I -1-LAST WILL AND TESTAMENT I! I I, M. JEANNETTA REYNOLDS, of North Strabane Towriship, • Wash-, . -ington County, Pennsylvania, declare this to be my last Will, and · revoke any Will previously made by me. FIRST: .. I direct that all my just debts and·· funeral expenses THIRD: I bequeath the sum of Five Thousand Dollars i ! I ($5 '000. 00,) . I to Emmanuel United Presbyterian Church (located on Route 519, ··I Eighty-Four; Pa.) FOURTH: I devise and bequeath the residue of my estate, of . I I .· ·levery nature.and wherever situate, in equal shares, to Robert M. · I~ II Berry and Al1.ce P .• Berry, his wife. -I ll II FIFTH: i l I appoint Alexander.Mcilvaine Executor of this my -:I I security \ I I .. ---~Will, and I direct that he sha 11, not be required to enter I din any j\lrisdiction in which he may_ act.· I I' . II IN WITliESS WHEREOF, · I have. hereunto se~. my hand and sea 1 this , · I ~-day of September, 1970. I I \! II . --~ ' -. Jlir ~~!/$ ~~AcJ&) II . 1 ! Signed, sealed, published and declared by M. JEANNETTA REY- IiNOLDS, the above named Testatrix, as and for her last Will, in the :.presence of us, who, at--.her request, in her presence, and ill the :!presence of each other, all being present at the same time, have ·!hereunto subscribed our. names a's witnesses. !I --I_ ·• . ' . . I 1- I I ~----.C-4..,/ :::;;t .Qfl~~'--' .I ·j l• ll I! :I I! II l ,. ., ., ,. ~ . • i l r. I I I l f .. f· .. -, I I .•- I I I .. ! f' I I I I ~...,., ,..,_. 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