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Home My WebLink AboutOC1971-0327 - ESTATE OF WRIGHTPETITION SUR AUDIT Testate Form J IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate oLMar.g.ar.e.t .. McGin.ty. ... Wright., ... a/.k/a .. . No .... }fZ. .. .QJ .. J.~.7J ................................... . .. M~I.&~X-~t .. W.r.~Rh.t., .... 9-./..15-./..~ ... M.9-.rK~I-~t ... M.! ........ . Fiduciary ..... G.!~-~~---~.<?-~~.<:1: ... ~~9-.. }.<?.g!); __ ME~J.!l ty ' .. W.I:i.gh.t., ......................................................................... . . .. S.Q.::.~.X-~-~!J.t.QX.S. ............................................... . Deceased Date of Date of Decedent's death ... .Mg.f.S::h ... 8.,. ... l.9..7.l .............................. Grant of Letters ...... Mar.ch .. 2.6.., ... 19.7.L ....................... . This is the ...... J.~!-~-~---?:n..c:l: .. J~!?:?:J ................................ account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ... N.9..D& ...................... . Election to take Date Election Place of; Under or Against will. (cross out one) Filed ..... N.<?.~-~------·············· Record .... N.QD-.~----·-·········· Name of surviving spouse ............... N.on.e ...................................................................................................................... . List issue, where material: None Did decedent marry after execution of will? (indicate) 'K~XNo. Any children born after execution of will? (indicate) HK No. If answer yes, name them .................................................................................................... ----------~----······--······ Legatees Grace Holod R.D.#2 Monongahela, Penna. 15063 Maxine Connors R.D.#2 Charleroi, Penna. John McGinty Main Stre.e.t New Eaglre\ ·P.~nna. ,,_._;, .. , ...... Marg aret'·ty~t:on Staunton ··AVen-ue Charleston, West Virginia List, if exceptions to above: If partial intestacy, give facts: Relationship Interest Fiduciary, if deceased or not sui juris Niece 1/4 Niece 1/4 Nephew 1/4 Niece 1/4 Adeemed: Revoked: Lapsed: Abated: Give Cause: No exceptions No intestacy 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?YesXis. :1&1. If any exception give cause: ..... JlQ ... ~~-~~.P.tiQD-.$ ......... . File copy of Notice and date of mailing ..... Cop.y. ... af...n.utice ... enclos.ed7 .. .da.te ... of ... m.a,i.l.in.g ... Ap-r-i:'J. ... J4-;· .. ±9-7·~--............ . Is estate subject to the filing of a Federal Estate Tax Return? .......... No ....................................................................... . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ... 7.2l .. ll .......................................... . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ... N.<?.~ ........... . ..... ~.P.P..~.~-<;.?.:~.~~---·······················································································································································-··· 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- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: Commonwealth of Penna. Inheritance Tax March 3, 1972,;Russell Marino, b~lance of letters, inventory and account ,·; Mailing notices of audit Total additional credits (Subtract) Balance for distribution 30.50 20.00 $ ....... 4ltJ.;nu•~····--··--·····-- $ .. ~.,-~}-~.~-?..Q .............. . 1 - $ .. ~.).1.9.~.=.9.~---············ If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Entire balance is in cash ··4 t .. _ ~- __ _j If Family Exemption claimed by Petition, give place of Record: ... NQD.JL ................................................................... . If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ....... N.<?.D-~-------------------------------- 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 i~. not in cosh: residuary shares being stated in proportions: The entire balance of cash is to be distributed in equal shares to each of the legatees after the necessary deductions are made for audit cos~s, clerk's costs and inheritance taxes. c COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ..... sw.orn ..................... doth depose and say that the facts set forth in the foregoing petition are true to the best of .... Jh..~:i:.L .............. knowledge and belief . ............ ?..~9.!.1!: ........................ to and subscribed before me this .. l9.tb. .... day o~T-.M~7······.··············---19 .. 7.2 .. Signatu'e af Office;~~~---··· Title of Officer ...... N.9.:t9:~Y.~.P.!!J?J;t~---······················· • . .. CORA BANE APESSOS, NOTARY p r Office exp1 res ... , •. M.o.Now.c..-.Alfa*··w;~rsmtr··········lJ..S.Jc .•.........•• ' .,My COM14IS810N !::X GTON COUNTY ·. _ , .. , -· _PIRES JULY 21, 1975 ' "··. I -.. And your petitioner will ever pray, etc. ........................................................................................... ···············~· ... . ,.. ,·_ r; No. --~-?.?. ... <?.f.J~]_;t ____________________________ _ Estate of .... !':f.?:!:.&.?:X.~~---M-~Q.t~:t.Y..Jtr::J_gh_t Deceased Fiduciary .... §.~~E:.~.--t!~.J:~.9: ... '!~.4 ... J.9.hn ..... . .!':!~§-~g_!y_, ____ c;_~::.~~-f;-~J::l.t.Q.l:~---------------······ 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. 1 0 .. 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. HORMELL, TEMPEST, SIMMONS, BIGI & MELENYZER BY----------------.--------.. --.. -... --.-.............. ---...... ---... . Attorney ~2 ; ,. h ; .. ''<ld •·oo NOl~N\HSVM ' Sil\M jO 't\3lBI~3ti OH,BV\'4 ll3SS0'tl z Uci u \ 1nr 1L& la·3-1\:\ -zo ,·· -..: ·~· ._~ • .!.-' .. .. ·-, ) Q!.nmmnuwta:lf4 .nf ttltuuaylna:uta:. l 1ltlla:.a4tugt.nu Q!.nuuty. ~ a.a: KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 26th. day of March A. D. 19 71 , before me, , 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 Margaret McGinty Wright,AjK/~ Margaret Wright,A/K/A Margaret M. Wright late of New Hl'agle in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Grace Holod and John McGinty the Executms in said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Grace Holod and John McGinty committing unto Them the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring Them 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 ~aws 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 26th • day of March in ·the year of our Lord one thousand nine hundred and Seventy One ~ · .......................................... ~~ Register j - ·- I .. -,· ~ 'i ~ ()Q p:! ~ 'i = (b d" ~ +-t ~ l:t () 111 t Q (/) Gl -1 I-" )> ~ ::s -1 l:t N d" 111 ...... '< 0 ~ ~. "1'1 a 'i ~ I-" a ()Q P" ~ c:T +-t .. = l:l:.1 c:T () , I .I. \ r : c -J ~t p /' ,f, I KNOW ALI., MEN BY THESE PRESENTS, that I, MARGARET McGINTY WRIGHT of the Borough of New Eagle,. Washington County,. Penn- sylvania, being of sound mind,.memory and understanding, do hereby make, publish.and declare this to be my Last Will and Testament, hereby revoking any and all former Wills by me at any time heretofore made. And.as to all of my estate, whether the same be real -personal or mixed, of whatsoever kind and nature and wheresoever situate, of which I die seized and possessed, I give, devise and bequeath as follows:' ·FIRST: I direct the payment out of my estate of the expenses of my last illness and funeral as soon as conveniently possible after my decease. SECOND: I give, devise and bequeath all of my es- ate, real or personal and wheresoever situate, to GRACE HOLOD, XINE CONNORS, JOHN McGINTY, and ~~RGARET LYTTON, share and share their heirs and assigns forever. THIRD: I nominate, constitute and appoint GRACE OLOD and JOHN McGINTY,. Co-Executors of this my Last Will and Testa- ent, and I direct that they shall not be required to enter security ·n any jurisdiction in which they may act. IN WITNESS WHEREOF, I have hereunto set my hand and . -~ eal to this my Last Will and Testament this ~day of June, in the ear of our Lord, One Thousand Nine Hundred Sixty-eight {1968). , I Si~ned; sealed, publi~hed and declared by the said MARGARET. McGINTY ·WRIGHT as and for her Last Will and Testament, in the presence of us, who at her req~est, in her presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. \ --------------------------------------------------, ~3-71-3~7 l\ffi1tautt ®f 1£xrrutnr OOr l\~mtutatratnr ~ttttr nf J.ruunyluttttitt } C!Inuuty nf lfttn4iugtnu nn: /7f'/ P 11 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 sm County and State, appeared _gt~-~~--_li<?.~~~---~-!!~ __ ;!'g_:tm __ Mc?_Q~n:f!Y. ___________________________ .. who, being duly sworn according to law, deposes and says that they ilitbe executos or administrator of the es- t t f Margaret McGinty Wright, a/k/CB. cL t.h t th f · h d 1 t't t J a e o Ma·rg-iiret··wr1gnt·;--a/RTa·~--'Margiireetervf.e-wrJ.g~t e oregomg~c e u ~s ~o;.s ~ u ~ ~ ht complete inventory and appraisement of the real and personal estate of ------~K~.!:~------------~!.l:__Y. _____ :r.;tg , et al s:: ~ 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 ~ -;p undersigned to be the fair value of said items as of the date of the decedent's death, based upon a §!. g l> just appr::tisement of each item made by the above named ~cut · Administ~ato .. . ,/ ~S"C •1 t..xA, ~r '/ ~r ~ liS Sworn and 'subscribed before me this .. 0.~ ............... } / ~ I / 1/ ~ ~ ~ d -1 December_ 19 71 ................... ¥/Ad~ .... ~~&-.~ .. ~-~-~ a 0 ....................... ,?...... .... .. . .. .... .. .. .... .. Executor-Administrator :t> ~ ~ ...... ~ . .J.-~>1~ ........................................ .. ~ ~ z ···········o.· _' ~ .. ~ ~ 6 . ~ ~ _.-ADDITIONAL INSTRUCTIONS ~g. ~ ..... n 1. An inventory must be filed within three months after appointment of personal representative. ~ § 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. ~ 3. 1 Original· and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 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 Ma -31uurntnm ttqb 1\ptJrain.ruttut .of the goods and chattels, rights and credits which . rgaret McG1nt;r Wr1ght ,a/k/a, Margaret Wright were of -.~.1~/~., ... ~rg~.:r.~.t .. M •... Wr.ight ................... .late of .. W~.W .. ~.~gJ.~ ......................................................... .. Washington County, Pa., taken and made in conformity with the above affidavit. Savings Account No. 27837 in Western Pennsylvania National Bank, An undivided ~ interest in all that certain lot or piece of ground situate in the Borough of New Eagle, Washington County, Pennsylvania, being Lot No. 41, and being more particularly bounded and described in a deed from· James MCGinty, et ux., et al., by deed dated July 10, 1950, to Thomas M. MCGinty and Margaret MCGinty Wright, as the same is more particularly bounded and described in Deed Book Vol. 773, Page 574, •·'.t DOLLARS CENTS $7,754 93 3,187 42 •1•\•• ._,~.·· ,-.'~ D .':' G \ . t ' ..... Inventory and Ap)raisement IN THE EST ATE OF · : 1 , , .. Margaret McGinty Wright a/k/a, ··.....,<"'·:<.' ·'· " -~-~gafet Wrigh~, a/k/a, . ·. "·c j······:·~m~.:r.~.~.J1.-... ~r.~g-~~ ..................................... .. • J ,; ~ J ...., \\ ,, ' , I ~ 'J J I I I \ \ \ Filed No. 63-71-327 ~::c::J :t:.. rq :::o (I)QC ::r::-(./) .:._ (i") C.·l ;z: .......; rq r;) r--r: ;----·· .......; AI ;--·-0_ -,. .. ~.) ... - ....._ :-rJ ~· ""~ ·:-;, -· •.·· '.::> ~ -.J .; ,::.:_ :;: lJ r-;:; :;-::.. (c') ... _ "' -....! ,..,.,__, ::::r: :::~ -"::>::! v -~ ---.._.,. -·"'..> 1'-.J :...._, 19 ........... . r i "-· 1;:"""--·- ! r~, ! r---: ·--""' Paul A. Simmons, Esquire 223 Second Street · Monongahela, Pa. 15063 ~ ~ ._3,jfj ~ ~-5 .... , " IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA ESTATE OF MARGARET McGINTY WRIGHT, a/k/a, MARGARET WRIGHT, a/k/a. MARGARET M. WRIGHT FIRST AND FINAL ACCOUNT S U M M A R Y SCHEDULE A PRINCIPAL -PERSONALTY Receipts Page 1, Amount transferred from Principal -Realty, $9,430.97 3,187.42 Disbursements, Page 5 Balance Receipts SCHEDULE B INCOME -PERSONALTY Page 2 $ 00.00 SCHEDULE C PRINCIPAt -REALTY $12,618.39 2,682.69 Receipts Page 3 New Eagle Property $ 3,187.42 Amount transferred to Principal -Personalty New Eagle Property ·-----~-----~-~--= , __ -~-3,187.42 Receipts SCHEDULE D INCOME -REALTY Page 4 $ 00.00 NET BALANCE $9,935.70 00.00 00.00 00.00 .,...$ 9,..--,., 9 ...... 3 ....... 5 :10 Estate of Margaret McGinty Wright, a/k/a Margaret Wright, a/k/a, Margaret M. Wright SCHEDULE A Principal -Personalty RECEIPTS Inventory, Additional Assets 174 interest received as an heir from the Estate of Thomas M. McGinty, $ · 379.91 , Reimbursement received from the Estate of Thomas M. McGinty as a result of advancements paid by the decedent, 1,263.99 Refund West Penn Power, Refund from Medicare, Amount transferred from Principal - Realty Account for distribution New Eagle Property Total 7.14 25.00 $ 7,754.93 1,676.04 3-,18 7. 4 2 $12,618.39 Estate of Margaret McGinty Wright, a/k/a, Margaret Wright, a/k/a, Margaret M. Wright SCHEDULE B Income -Personalty RECEIPTS None Estate of Margaret MeGinty-Wright, a/k/a, Margaret Wright, a/k/a, Margaret M. Wright SCHEDUlE C Principal -Realty RECEIPTS Inventory filed, New Eagle Property, $3,187.42 Proceeds on Sale of New Eagle Property, $3,187.42 DISBURSEMENTS None Amount transferred to Principal - Personalty Account for ·Distribution, $3,187.42 Ma Estate of Margaret McGinty Wright, a/k/a, Margaret Wright, a/k/a, rgaret M. Wright SCHEDUlE D Income -Realty RECEIPTS None 00.00 ,_J • Estate of Margaret McGinty Wright, a/k/a, Margaret Wright, a/k/a, Margaret M. Wright L. M. Frye Funeral Equitable Gas DISBURSEMENTS MOnongahela CityWater Co. Tri-Community Ambulance Service Abels Dr. J. P. Hughes Kurtz Monument Company New Eagle Sewage Fund W. P. P. Co. Nelson's Country Belle West Penn Power Co~ Equitable Gas Company MOnongahela City Waster Co. Oscar Martello, Tax Collector Malcolm L. Morgan County Treasurer Oscar Martello, Tax Collector Russell Marino, Probate Will, Guy Rogers, Probate Will, Washington County Legal Journal Monongahela Daily Herald, Paul A. Simmons, Esquire, Attorneys fees, Total $1,416.00 31.85 13.65 25.00 9.89 53.00 . 240.00 16.20 7.14 11.94 16.61 6.79 11.44 3.68 35.48 30.95 97.56 14.00 15.00 14.00 12.50 600.00 $2,682.69 ... ··~:.. COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF WASHINGTON ) The above named Accountant being duly sworn according to law deposes ·and· says that Letters Testamentary were granted to Grace Holod and John McGinty. and advertised more thah six months pria~ to the filing hereof.; that the disbursements shown in the ' . account have be·en made to, the ,part-ies entitle~ thereto and that the ., • I account as stated is true and correct as they verily belive. Sworn to and subscribed before me this day of U lC ~c.., .,, r- . SENKO a ~ s_. ~ ~-' • Notary Public, Charleroi, Washington CounJy-~-' "'.. r" ·t' , T_., ~.., • .cq~, MY Commission ExPire~ August 4, I975'r. '';' ~· ·",__.,.$''.,. to • r'r i" :' ~ REQUEST FOR DISTRIBUTION Accountant requests that distribution be d~iermined by .. . ·~ '. the Court in accordance with the Petition for Distribut1on.to be offered.in evidence at the audit of this Account. ·J I\. _,. 1f ashington County Reports Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY oF WASHINGTON} SS. STATE OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the o:fficiail legal periodical for said Washing.ton 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: July 29, 1971 ............... A.!:!.9.!:!.~.t . ..5...~ ... .J.? .. 1 .. J.~.Z.!... ....................... . :. ......... 1 . .2.thday of .................. 7 ..... £.u.s..t .... , 19 ..... ]..1.. ... . #r«-v.~ JOSEPHINE T. SC!I\MANNA Notary Public, Washington, Washington Co. My Commission Expires July 1, 1974 Estate Notices The Register of Wms 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. • • • • • • • • • • • • • • • • • WRIGHT, MARGARET McGINTY a/k/a MARGARET WRIGHT a/k/1( MARGARET M. WRIGHT, Dec'd. Late of New.· Eagle, Washington County, Penna. Executors: Grace Holod. R D #2 Mmwngahela, Penna.; John McGinty' Mam Street, New Eagle, Penna. ' Attorney;5:_ Hormell, Tempest, Sim- mons, B1g1 & .Melenyzer, 223 Second Street, Monongahela, Penna. THE DAILY H'ERALD MONONGAHELA, PA. 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 l ss: State of Pennsylvania Personally appeared before me, a Notary Public in and for said county and state, Nrs .. A .. F ... DeSantis. who, being duly sworn, deposes and says: that.... she ___ ... is the hookkeeper. _____________ of The Monongahela Publishing Co., a Pennsylvania corpora- tion, and its agent in this behalf: that the said ·.company is the publisher of The Daily Republican, published daily except Saturday and Sunday, having its place of business at Monongahela, Washington County, Pennsylvania; that the said Daily Republican was established in the year of 1846; that the printed notice or advertisement, attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said newspaper in its regular issues on. the following dates: .July .. .291 .... August .. .5.and ... l2, .1.97L...... .. .. .. ......... -·---------------------________________ __ 1----'"'ES"'T/.I.,.,..r.N:~lCE' . · Estate of .. Margai;et : ¥cGmtJ ' Wright a/kfa Margate~ ;wnght. , a/k/a Margaret' M. Wnght, de-, ceased, late/ &f New Eagle, Wasbo ' ingt<ib Couli!Y, P,~Qpa. · • · . , Letters Testarh.~!]tilry. upon th~ above estate.Jlav~ng bE7e!l; _grante to the und.etslgned. notice IS here-by given to those indeb!\d thereto to make immediate payment, and to those having cl~ms or demandl to present them for_;., settlement. Grace Eolod., 1\'xecutnx . R D :11:~. Monongahela, Pa. John MoGinty, Executor ~ Main Street, . New Eagle, PennS¥lvama Hormell. Tempe~t, Simmons Bigi &: Melenyzer •Attorneys at -Law : 223 Second Street I Monongahela, Ea. ,. &:' 12_ 197_1_ .JULY 29, AUGUST ., _ ~ "=-·---· .. ES.TA'l'E ___ NQ'l'lC_E_: ____ Est.a.leL.oi' __ Mar_gar.et .. McGinlyJi.r.ight ... a/k/.a _Y$_rgaret Wright a/k/a Margaret M he Wright. that the affiant or the corporation in behalf of which __ S. __________ is acting is not inter- ested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time, place and character of the publication are true. ---·············'---(/{~ ____ d_~--~-~~-------------------- !:'::;::--:~""7---C. R~ID' DOUGHERTY, Nctary Pu~lic ..._::.._J_..-~~~~f.~~~d.~~-::-c--7''~ MONONGAHELA, WASHINGTON CO., PA. 1, My Commission expires July 29, 1972 ~----------------------------------------------------------------------------- t' · ·~ ~tt tit~ Q!nurt nf a!nmmnn Jlra.a nf lfa.aqingtnn a!nu~ty ®rpqan.a ~ <ttnurt iini.ainn In the matter of the Audit of Account in E~a~~ Margaret McGinty Wright, a/k/a Margaret Wright a/k/a Margaret M. Wright TO THE AUDITING JUDGE: No. 327 of 1971 Enter· ___ .::::O.=U:...:r:__ ____ """appearance for the aCCountants HORMELL, TEMPEST, SIMMONS, N. B.--Counsel shall, by separate paper, present a concise statement of each claim, wUh supporting c a 1 c u 1 at ion 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 conc1se state- ment in that regard. J By No. 327 of 1971 In re Audit of Account in Estrute of Margaret McGinty Wright, a/k/a Margaret Wright, a/k/a Margaret M lAT..-; CTh+ ....... • •• .L-....... o.£ ......... AUDIT Jrarripr fnr 1\ppraranrr FOR Grace Ho1od and John McGinty, co-executors and accountants HORMELL,; TEMPEST, SIMMONS, BIGI & MELENYZER ~:: Attorney ;~ -:_-,, ...... ~2 !.r ''l; ~ ... --i \ I ' -; . e .• . I ~ ~ z <( > .J > Ill 'Z z: Ill n,. i 0 1-Cl z: :i: Ill c( ~ ..: u II: 1-Ill ·a ~: § c :I ., l: 1-" til ui II: Ill 1-II: 0 n. Ill II: 1-II: :I 0 u .J c( 0 ii: 1&. 0 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNP. . ORPHANS' COURT DIVISION INRE: Estate of ( ) ( ) MARGARET McGINTY WRIGHT, ajkja ( No. 327 of 1971 MARGARET. M. WRIGHT, a(klia ) MARGARET WRIGHT, ( Deceased.·. ,. BEFORE: •' APPEARANCES: ·TIME: THE COUhT: ) ( HEARING ONAUDIT The Honorable P. VINCENT MARINO, Judge of the said Court. :~ HORMELL, TEMPEST, SIMMONS, BIGI, & MELENY.ZER,. Esquires, of Washington, Pa., · representing the Accountant$. . Thursqay, May 18, 1972, at 10:00 A. M., EDST Number 327 of 1971, the estate of Margaret McGint) Wright,· deceased. The Ex~cu~ors are Grace Holod and John McGin y J and the attorneys are Hormell, Bigi, Tempest, .Simmons & Meleny~er. Mr. Simmons, who is. hand. ling this _matter, reports to the Court ,. that he has filed what he deems to be all relevant papers in the mat er, that there are no problems for adjudication by' the Court, and that there are no outstanding claims that have come to their attention. 1---___:I~s~th~e::..:r:..:::e:....::::.an::=_.l vJ..:.IO::::n;,:.:e~e..::::ls:::....:e::.....:.in::....:C::..:o::..:u:.:r~t:....i::;:.;n:.:.t.:::. er...:..e:::.:s:::.:t:.::e:...::d:....l::.. n:.....:.::th.:.:i::::.s...:..d:;:.:e:.:c:.:e::.:d:.::e;.:.:n:.:.t..: 's:....:..e s::.t:.:a.:.:.t..:.e...:..?-1--- ( NO hESPONSE) ''f ·. 5 z < > .J > m z z Ill II. i' 0 .. ~ z· :r m < ;: ·~ u a: .. m 0 .J ~ .. u 0 :J THE COUnT: · Court. ·The audit ·of this account is ordered closed by the (AUDIT CLOSED) ... "-. '· I hereby certtf)t that the proceedings. and ev~dence are ~ . contained fully and aeeurateiy in the noteS taken by nie on the hearlnq . tlj ~ of the above caus~1 and. that this copy te a correct tra.nsertpt of the same.· I!! a: 0 II. Ill a: .. a: :J 0 u ... < u ii: II. 0 The f~reqo1n<;J record of tb• procee41ngs upon the hearinq of the above cause. ts· hereby approved and ·<Iireded ·to· be fUed. . ~ . . - ,. v.' I ~u t4t <ttnurt. nf <ttnmmnu Jltns nf llnsipugtnu <ttnuttty, Jruusylnnnin, ®rp4nns' <ttnurt lliuisinn -.. ESTATE OF No·------'6LL:30J-=•=+7..a.:l -~3~2.-+-7----- Margaret McGint:y-Wr1gbt In the matter of the a/k/a Mergaret M. W:Pight, Accountof Grace Holod & JohA MaGinty a/k/a Mal"garet Wright, deceased. Execut'{'tU! ADJUDICATION AND DECREE And now July /cJ , 19-+2-, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof of the balance for distribution in the hands of the Accountant is determined to be $ 9 1'64. 09 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 disribution hereto attached and made part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account _______________ _ Additional eredi t.: asked a_t audit :h· Balance'--------------------- .~~cluef Clerk's Costs ~ Receipts._. --,------------ Attorney_~.......,~~__..-=-w~~-.---':::<..L.J-~:~-r-__.._.~Lr---Q~~,oa~ R~~e11 MartnJtj"~gent~ .. transfer inheritance tax, $506 ~ Sl Inte!'est from 6-8-72 to 7-20-72 3.56· Grace Ho1od, ni:eee, 1/4 restd~e, Maxine Connors , · ni ee e, 1/4 residue , ~ . John McGinty, nep~ew, ~/4 residue, Margaret Lytton, niece~.; 1/4 r~sidue, 771.61 25.00 2157.2Q 2157.26 2157.25 21.57.25 $ q·, 935. 70 8,629.02 No balance J ....... . ~ ., ' ~ . ' . . - 1-j.tJ 0 ~ -h ~ m :J z Ill n ~ 0 0 ..... -=· s:::: :::r ..... a CD CD ~ 0 0 3 ..... -h 0 -+-..... ..... CD 17 ~ a ., s· 0 -to. ..... :::r ' N = CD ~ §, s ~ ~ ~ ~ --· -.. .. .. ', - . (' .. l"o.J; ' . :\ -------------------------------------------------------, .. Form' RCC-33. 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.) ~:~:t;:;:~~~~~~~=~~~~~W:J::=::::OR State of__?~:::~:::~ ............... ------}ss: County of . . .......................................... . -----~~-<:i-~-~----·~1?.~.'?~ ..... ~!.1.~ .... ~?.~ ... ~~~-~-~Y... ........................... .. Executors Administrator of the estate of the above-named decedent being duly sworn, deposffl and sayS Decedent died March (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be Paul A. Sj,Iniilqnf), Seconci and Ch~s;> $t:r~ets, J1onongahela, .. PA ..................... . mailed. Grace Holod and That as such ....... ~9..hn ... ~9..¥.rtY.: ....... deponent is familiar with the affairs of said estate and the property con- (J•:x.,cutor-ArJministratorl stituting the assets thereof and their fair market value. That at the time of death there was no sa-fe 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 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 Sc_hedule A attached hereto and made part hereof sets forth fully---and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; a\1 moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision 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 by decedent, together with the fairly estimated market value thereof; all bonds and mortgaJ%eS 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. 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 decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a. fair and just appraisal of the decedent' S· interest therein must be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or 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 ~njoyment at or after death, said schedule sets forth the nature and value of sue~ 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. Thert~ 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 deced,ent, 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 ail 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 commissibns 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 Subscribed and sworn to before me this .cJ.f.L;t::.t.. --------.... . ... d? !···········~·-·········· 19/d -····--~~~---··-· ~'b:R{iiANE. APESSOS, NOTARY PUBLIC }AONONGAHELA, WASHINGTON COUNTY MY COMMISSION I:XPIRES JULY 21. 1~7S (Executor-Administrator) (Street Number) (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 c~ose 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 (1·64) COMMONWEALTH OF PENN.SYLVANIA DEPAR-TMENT 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 t!le 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 spoce) to be listed on Schedule "F" and must not be deducted from this schedule. An undivided ~ interest in all that certain lot or pi1ce of ground situate in the Borough of New Eagle, Washington County, Pennsylvania , being Lot No. 41, and being more particularly bounded and described in a deed from James. McGinty, et ux. , et al., by deed dated July 10, 19.50, to Thomas M. v McGinty and Margaret McGinty Wright, as the same 1 r; .· is IOOre particularly bounded ~ascribe~ in Deed # .. 31 I [,7. Lf-Book Vol. 773, Page 574, J'~~ ~ $3,187.42 . '~;ri_O-AF. # I f I 0 < • f i pt,),--·ta/ . I . . I r I \ I ~ L-------- .~ - f 3) , r7. 4- 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 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 rliv:!_dends, 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 Savings Account No. 27837 in Western Pennsylvan·a National Bank, UNIT VALUE Insert this total opposite "Personal Property", Schedule "B" in X X the "As Reported" column on the last page of this return. ESTIMATED MARKEr VALUE $7 '7.54.93 DEPARTMENT VALUATION (Do not write in this space) .· .. RCC-36 CO~ONWE,ALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C" T R.'\.N S FEllS (1) Dirl 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) _N_..;:.o __ (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (inclurling a spouse) in joint ownership? (Answer yes or no) No (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer --------- (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or n~ 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 transfere~' s age at time of decedent's death?-------- (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserv~s 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 th.,. property transferred? . (Answer yes or no) --~N~o~--- (b) The right to designate the persons who shall possess or e~joy 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 Not applicable (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) ~N~o~--- (8) Did rlecedent, 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 could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) ___ N_o~---- (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) __ N_o~--- NOTE 1: The answers to these questions should be supporterl 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 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-3.8 COMMONwEALTH OF PENNSYLVANIA THAN:3FER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRFCTIONS: 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. l NONE percentage Estate Share Valuation Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest ( h RC'C-'37 ·(12-63) COMMON\\~E.~L'tH OF PENNSYYLANIA TRANSFER 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) Grace Holod R. D. #2 Monongahela, Pa. Maxine Connors R. D. #2 Charleroi. Pa. John McGintv Main Street New Eagle Margaret Lytton Staunton Avenue Charleston, W. Va. - ,. '' ' ' • 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 Niece Yes \ Niece Yes k 4 Nephew Yes k Niece Yes \ ' --- '' ' .. .. . . ' Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Will Administration t No. 63-71-327 Year P-1< THE :\lATTER OF. THE APPRAISEMENT OF THE ESTATE OF ( Margaret M::Ginty Wright, a/k/a, Margaret Wright, a/k/a, Mal'ga:r-~-t :M. 1rJri.g}l-t ..... Deceased Late of . tl~li. ~~gJ~ .. County of Washington Commonwealth of Pennsylvania ~;o ....: , REPO.a ~ APP~ISAL_ - .::r: -(f) c._ r--z (/) (I) :::: - G:> ;:t rr; -t;vr-0. r-~0 o""":= o::E~ • -<;;;] -r--""0-.,_ :::2: >-. 0 .c:n V'f ;b. ::X -- c...,) c.u ,.., .. , 0 .., ::~· ~,~--,- ! I -~· ! (Executor-Administrator must complete "As Reported" column #1.) a ..., "'ti !:rl .... .... ('!) ('!) 0 P:> .... e. "' ::s "' "' "' 0 ct ::s "'ti ..., .... ~ .... P:> "' 0 X "'ti "' P:> ('!) c-' .... .... co 0 ~ "' 1:%1 ('!) .... "' ..... ..... '< P:> ..... ('!) C/) c ~ ~ > !:rl --.. ~ w en C/) n n ?" ?" ?" q ~ > • ~ ~ -oo ,........_, ~~.00 -i~: !--Q' ~: :~: 'G..!: ('\ : ~~-oo~ "". ,<::J 'G. -~-·~· w v.· \ : / __ > :....;:r~"' :-.'--!:rl ,,;;_ . ('!)--.. :-I 0<) '0 ,_. :,...:' o-:~-~::4-. . ('!) ..()~!'-c.. •t...> -,.,.....- : ;Q ' . -f'-J -€F.> ~ :--.:r ~> . . :.r. '....::t""--v ''""~"". '-'! : ---....,(; l'-:> ~~3- '0~:; w:~~ •-l &3-7 I-3;;< 7 DEDUCTIONS ALLOWED IN • )_ Form RC C·lO . OFFICE OF TME STATEMENT OF DEBTS AND DEDUCTIONS &7~'~ (1 THE SUM OF ............ $ ............................... { ... /:' ' . oF Washington COUNTY REGISTER OF WILLS ·~~~~11( AND AGENT OF THE COMMONWEALTH Register of Wills, Age~t Pa. DATE OF FILING APPRAISEMENT ---------OATS: OF DEATH _Ma_r_c_h_8-"''--1..;..9....;.7_1 ______ _ DATE NO. OF VOUCHI"I NAME OF PAYEE REMARKS AMOUNT 3/31/ 71 L. M. Frye Fune ra 1 $l,Ll6 00 3/~1/ 7i Eauitable Gas _11 86 3/31/ 71 MOnongahela City Water Co. 13 65 3/'31/ 11 Tri-Community Ambulance Ser'li:ice 25 00 3/31/ 71 Abels 9 89 415/7 Dr. J. P. Hughes 53 00 4/7/7 Kurtz Monument Company 240 00 4/16/ 71 New Eagle Sewage Fund 16 20 4/16/ 71 W. P. P. Co. 7 14 4/16/ 71 Nelson's 11 9'1i 4/21/ 71 Country Belle 16 61 4/23/ 71 West Penn Power Co. 6 79 4/23/ 71 Equitable Gas Company 11 44 4/23/ 71 MOnongahela City Water Co. 3 68 6/8/7 Oscar Martello, Tax Collector 35 48 6/8/7 Malcolm L. Mbrgan County Treasure r 30 i95 7/23/ :71 Oscar Martello, Tax Collector 97 56 3/30/ 71 Russell Marino Probate Will 14 00 3/30/ 71 Guy Rogers Probate Will 15 00 7/26/ 71 Washington County Legal Journal ,. 14 00 7/26/ 71 MOnongahela Daily Herald 12 50 Paul A. Simmons, Esquire, Attorney's Fees 600 00 V)'A~J~ 7..}'.~' jp'JkA)vw ~cJ it),$'() ' (}J,.,_:l . 1~/L~, 4l0 It),;... 1'>-s'"d I , - I ' -lR? f.R? f.a_ .... TOTAL COMMONWEALTH OF PENNSYLVANIA l couNTY oF Washington 58' 1, John McGinty and Grace Ho od HEREBY CERTIFY. THAT. TO THE BE•T OF MY KNOWL!DGE AND BELIEF, TH! FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF ADM>NOB,RA,ON BUBMOn•o '0 THE OSTAT' 0' Margaret Mt;Qjn~Wr" ht DECEASED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. • m ('~ v "7:::; A .I (L. 5.) SWORN AND SUBSCRIBED I!EFORE ME THIS o(t.J.!?IJL.. DAY OP' v A ~ December~~ T . .,_11_ y~ /~~'--. / {~ _ oJC:...'ULMrcz £ CORA BANE APESSOS, NOTARY PUBLIC MONONGAHELA, WASHINGTON COUi,!TY MY COMMISSION .!:XPIRES JULY 21, 1975 Form RC C-10 ·• .-OFFICE OF THE REGISTER OF WILLS . oF Washington COUNTY AND AGENT OF THE COMMONWEALTH . STATEMENT OF DEBTS AND DEDUCTIONS Ma&iaret McGinty Wr_iRht a ESTATE OF B a, Margaret M. wtigfit DEDUCTIONS ALLOWED IN THE SUM OF ............ $ 6?.t?.rf.J . DATE APPROVE.D ·(J If.. ..1.: .. f.P~_]1(' rVIWw; m~MAI Register of Wills, Agent Pa. DATE OF FILING APPRAISEMENT---------DATi OF DEATH __ Ma_rc_h_8_.J~l.;.;.9....:7_;1_;_ _____ _ DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHEI'I J/31/ 71 L. M. Frye Funeral $1,416 00 ~1~11 _71 Eauitable Gas 31 86 3/31/ 71 1-bnongahela City Water Co. 13 65 3/311 71 Tri-Community Ambulance Sertice 25 00 3/311 71 Abels 9 89. 415/? 1 Dr. J. P. Hughes 53 00 41111 1 Kurtz Monument Company 240 00 4116/ 71 New Eagle Sewage Fund 16 20 4/16/ 71 W. P. P. Co. 7 14 4/16~ n Nelson's ll 911 4121/ 71 Country Belle 16. 61 -41231 71 West Penn Power Co. 6 7CJ; 41231 71 Equitable Gas Company 11 44 41231 71 MOnongahela City Water Co. 3 68 6/8/1 ;I. -' t 35 48 Oscar Martello, Tax Collector ' .. .. • • j ~ . . . ...,... 6/8/ ... 1 Malcolm L. MOrgan County TreasurE r . . ., 30 .. 95 7/23/ 71 Oscar Martello, Tax Collector 97 56 3/301 71 Russell Marino Probate \-lill 14 00 3/301 71 Guy Rogers Probate Will 15 00 7/26/ 71 Washington County Legal Journal , I, IY\ 7/26_!_ 71 MOnongahela Daily Herald l? ~0 1)., •• , A ~4-....... 10' ....... -t ..... A~~ 'Cl v ........ MY\. ..tv\ - (jA~ AI).~'~~ ·~;J ,s, S'O 'y~ -;_ ·. W""'""-.110 ~:.. 7'i"-~~ , I I . ........ ~OTAT.· "'-.... \. COUNTY OF Washington ss: COMMONWEALTH OF PENNSYLVANIA l John MCGinty and Grace Ho od I, __ .:;,.,;;.;;;;;;.;.,__;;......;;;=.;..:..__:..;:;:,.:;.,....:;_;:...;:_::.=......;.....:,;=.::..:..._ __________ JH£REBY CERTIFY. THAT. TO THE BE8T OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST.AND TRUE STATEMigtiT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' ADMINiSTRATION SUBMITTED TO THE ESTATE OF MaJJ@aret McGinty Wright DECEASED, AS DEDUCTIONS F'OR INHERITANCE TAX PURPOSES. It= /?t_ ~T t/ /J-1. / ~ (L.S.) SWORN AND SUBSCRIBED BEFORE ME THIS C':l(t'fr/lA DAY 01' I ~/ _ _t? _( ' December a_ J!t f) 1e _I!_ ~ /"--'~ ..____ V""" . e]ii) ~~4¥4~ ,. CORA BANE APESSOS, NOTARY PUBT.!C MONONGAHELA, WASHINGTON COUl''T'( MY· COMMISSION I:XPIRES JULY 21, 197:;_ . ,-. '\ ···~ ........ .-IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNA. In the matter of :bhe Audit of Account filed in the Estate of ) Date of d,.;b ___ J=-._-~p~~-L7-41<------- \ No. -3.27 of 127l Term, 19 , A.A. I Docket 38-155?4. Wright, Margaret MCGinty ) Deceased TO THE AUDITING JUDGE: Enter my ,appearance for the Commonwearth of PennsylViarua, claiming t11ansfer inheritance tax in the above estate, as follows: DR. 1/8'/;C(V To appraised V1a!ue of Estate: Realty ________ . ____________ .. -------------·-··················-----------------------------------·-··-$ ___ -'----.--------- Personalty ________________ . ____________ .. ------------------------------------------------------------···-··-----$ _J_7_6_ ...... _lf~· "___J_Z__::_J __ -4 __ Additiorual Assets per Account, Subject to Tax _______________________________________________________________________________________ $ _____________ _ Addi'tiona'l Assets per Audit, Subject to Tax___ ___________ -----------------------------------------------------------------------$ _______________ _ GROSS VALUE ----------------------------------------------------------------------------------------------$ 10 CfCfZ,~~\, J_ 7 ~ f), ( 1 CR. Debts and Expenses per Account; see Note Addttional Debts and Expenses per Audit I ) $ ______ _ $ _____ _ $ ______ _ $ ______ _ $ _______ _ $ --------------- $ TOTAL DEDUCTIONS, $ ______ _ NOTE: The following credits claimed in the Account are held not deductible a's against the tax: CALCULATION 10 f:{ 'f 7,~ '/S- ~rY-7-~ 1 ~-~-~ I-I ~ - Gross V:alue ______________________ _ Less Deductions_________________ Z, 1 S'-~ 1 l:j__ ___ _ Clear Value_________________ __ ~ / ~ q 1/ ~-=---• --------:-- Tox-! able at 2% )~- 'll 'I '-{ ~ t '~ ::?--- ------------------=~~~ --~~~---I r., ., 7 r& V / ---------------$____ ·- TAX PAID ON ACCOUNT ttZ.I. If. ' 1 J /. II I o'!'":?r -m mm ----m $ __ /~~]L_, ~ 7 ]/ ,_,.__1_(_ ~'o '\ ') __ ,, $ ______ _ Less amount previously paid ---------------------------------------------------------------___ $ $ _____ _ Balance ---------------------------------------------------------------------------------------------------------------------$ $ __ _ Interest __ yrs._Lmos.~pays @ __ % _____________ $ _____ J_r 5~ $ ______ _ TOTAL TAX AND INTEREST DU~----------.. -----------------------------------------$--~I 0 \ 0 7 ' .... o-o> 'II. Q.A~o~ -::;;-1 a~ '"' • No. __ _ ________ Term, 19 __ , A.A. ESTATE OF Deceased PRAECIPE FOR APPEARANCE FOR COMMONWEALTH OF PENNSYLVANIA ~5 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY co-LLECTIONS HARRISBURG RCC-81 16-71) . 17127 IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT 38-155-4 GRACE HOLOD & JOHN McGINTY (Executa~ In Re: Estate of MARGARET McGINTY WRIGHT a/k/a _ _;_;;.WA'-"S=H=I=N~G=--=TN==----County -File No. 63-71-327 You are hereby notified that the ___ o_r_i__,g,._1_' n_a_l-'-. __________ _ appraisement in the estate of MARGARET McGINTY WRIGHT has been filed in the office of the Register of Wills of_...::.:W.=:AS=HI=Nc;_G=TO=-=-:N=------- County on July 7 , 19-1.2, Said appraisement reflects the following valuations: Rea I Estate ___ _,.3'""',_,1,_,8,_,7'-" • ._.4._,2.___ ____ _ Personal Property 7, 754.93 · Transfers ______________ _ Jointly Owned ____________ _ T ota I ____ __,1=0"-',._,9"'---4,_,2,._, • .__,3~5'------- 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 ----=J'-"u=l"'..y:...---<7-"',___,1,_,9--'-7_,2'----- Title APPRAISER I DATE OF DEATH: March 8, 1971 Note: This is not a bi II. j ._ .. , RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY . Estate of WRIGHT (Last Name) MARGARET M. a/k/a DATE OF DEATH 3-8-71 FILE NO. 63-11-327 (First Name) (Initial) REPORT-OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in ana for the County of WASHINGTON Pennsylvania, do respectfully report that I have appraised the real and,'personal pr erty as reported in the foregoing return at the values set forth opposite each item in the last column to the right in he Dated: July 7, 1972 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:--------------REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Taxon$ ________________ ~--- Taxon $------------4--- Taxon $----------4-- Taxon $ ________ -4-- Taxon$ ________________ ~--~ 2% 6% 10 942 VALUE AS REAPPRAISED $ __________ ~ __ 35 COMPUTATION OF TAX $ ____________ -4---- $ ____________ -4---- $-------------4----$ ___________ -4---- $ ____________ _, __ __ Exemptions=======~~~~--- Total Estate ---------4---- TOTAL TAX $--------~-- (*) 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 $========= Add interest at rate of 6% from ________ to ________ _ AMOUNT OF ESTATE TAX ASSESSED $-----------1-- Estate tax paid $ _____ ___,'---- BALANCE DUE $---------~---- Add interest at rate of 6% from ----------~·0---------$--------~-- TOTAL TAX BALANCE $ ---------+---- PAID $----------~--- 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 .... MAAG~'r . ~cG.:I:N'I':Y. .. WRI..~ Deceased Late of . NEW EAGLE County of K WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ,· , ' Fonn lCC-2 MPAR.TME~:T OF REVENUE ~ .. ' BUREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 1712 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANC~ TAX ·I APPRAISEMENT ! DATE ...... July ...... 7., ....... 19.72 ................ . COUNTY .. :W.~HlNGX). .. N. ..................... . FILE NO ......... §.~~.?!.~.~.?.. ......................... . Whereas, ..................................... MARG.ARE..T. .... McGIN.TY .... WRIGHT ..... a/Jdtte of ...................... NEW .... EAGLE ................................................ . in the County of ........................................... WASHIN.GTON ................................................... Commonwealth of Pennsylvania, having died on the ....... . ................. e..i.gbth ......................................... day of ............. Mar.ch. ........................................... 19 .... 71., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... F..~P. .... 'r.9S..l ............................................................................ , 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. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purposes $ REALTY: I I SEE COPY OF SCHEDULE A ATTACHED TO APPRAISEL 3.187 42' I PERSONAL: SEE COPY OF SCHEDULE B ATTACHED TO APPRAISEL 7 7E;4 Q~ total 10.Q.4? ~I:\ .. ' l l ... ~ · . ... .• . ' . . .' .. form~;·~~fhbl:~ ::rhi~wortl ·~· ~:; :r•r~:~ cer~~;:~••s•=•n~~~~ Appraiser ...................................... w.ad~~et). .. .... , Penna. I I I ' ..... WASHI.NG..'l'ON .... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ~G.~':J:' l.1cG.J.:l.'I:IT ~.~':r. .... ~~/a Deceased. Late of NEW EAGLE Date of Death, ........ 3..~.~~.7.1 .................................................. . Appraisemei!t Docket Vol., ....... 3.8 ...................................... . . ' Page, ...... 1.??~.4 ...................... No ... §.~.~7.l..~.~.;?..7.. ..... . Filed iu Register's Office, ........ .J.:':l.l.J..:Y .... .7. ..... 19 .. .7~ ·Amount of tax dtte, $ ............ : ...................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, .. Appeal f1'om Appraisement, Entered and. charged, ~ # ll H~~. TEMPEST, ~&MEL~~~ lCiilQ~JHO)(OCSCJC CLYDE G. TEMPEST H~K]iX~iX JQX~l}M{~ ~:XX~SG ATTORNEYS AT LAW SECOND Be CHESS STREETS MONONGAHELA. PENNA. 15063 412 -258-8202 June 25, 1974 Commonwealth of Pennsylvania Department of Revenue Inheritance Division 244 Washington Trust Building Washington, Pa. 15301 In Re: Margaret McGinty Wright Date of Death: March 8, 19Zl Bureau File No: 63-71-327 County File No: 38-155-4 Our File No . · T-74- Dear Sirs: OTHER OFFICES, CHARLEROI CALIFORNIA J In accordance with your notice sent to this office on May 13, 1974, we have enclosed our check in the amount of $570.25, being itemized as follows: Inherintance Tax ............................. $506.51 Interest from June 8, 1972 to June 13, 1974 .. 61.21 Interest from June 13, 1974 to July 13, 1974 .. 2.53 $5to· ·2·5· . . . . . ... It is requested that you send to this office a receipt showing that this Estate has been paid in full. Your consideration has been appreciated. /cd ely;C u Tempe~ enc. ~R~C~C-~43(Sa·68~)~~~~~~~~~a£z=9B&E~mE~~~--~~~~~9BE:~~~==~~~~~~~~~~~~~~~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . . '. No.8 11696 OFFICIAL RECEIPT • PENNSYLVANIA INHERITANCE AND EST~TE.JAx, MONONGAHELA PENNSYLVANIA File No. 63•'11-327 Date of Death 3w8•?l Date of Payment _....::...;::,-=t=o-=b-=e=r--=1'-"4....__=1c.::.9-=-7..:;:1 ___ ___, Co~nty ____ 'W_A_S_H_lN_GT-'-ON_. ------- Remarks: JlfO :~, ? "' . S E A L ,., NOTE: This Triplic_ate Receipt Ia be retained. l.ar ~!1'S!;.;..4 2% Tax on $ _________ "'·---------lr.:JI 6%Tax on $ _________ $---------IHI 15% Tax on $ ON ACCOUNT %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 ......... ---.., / \ $ _______ _ $ ___ 7:..:..2..:::.1..::....:..1=1;__ $ _______ _ 721.11 Received ~ ·~:i>hf=::...::..~~~"""7~.L...:!...,-...~~~::..:.._----- NOTE: In accepting the transfer inheritance tax on future estates, prior to the death of the I tenant ar tenant far years, as evidenced by this receipt, it is understood that the Commonwealth 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 may be legally due a·::"-'~""'-:~:.....:t'~~'--"-'-"=-"3-:-----:...a....<""-"-"""""""'-'.1~----IU collectible for any reason whatsoever.