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Home My WebLink AboutOC1971-0504 - ESTATE OF HERRON\ {, PETITION SUR AUDIT ' . Tes,tate Form J IN THE ORPHANS' COURT OF WASHINGTON COUNTY . . ·, Estate of .. ___ g_~?;'-~~~-;J;~~--P..· .. }~~-~~.QN .......................... . No ........ f?J::.7):::.5..9.~ ........................................ A.. A Fiduciary ... ~.Mar.y ... H.er.r.on .. Sloan., .. ~---·····:··: .. . .................................................... E~.~~_t,l,t;.;J;"_i;lS: .. · ...... . ·Deceased Date of . . April 28 , 1971 · .. ·• Date of Decedent's death ................................................ , ................ Grant of Letters ....... : .... IY!§..Y. .. -~}_,__ .1.9.7 J ......................... .' This is the ....... .:t:;t_::r.§.t. .. a . .n~L.f.lna.l .............. · ... ,: .... ~ .. , ..... account filed in this _estate If there have been former ;ccounts filed in this estate, list file number or number and term ........................... , ...... ~. <J ~'i None ------·------------------------·---------·-----------------------·--------.-------------------·---------------------------------------------~----------------------------------------------- Election to take·· ~· .. ~~Date Electio~· .. ~ ·' ~:·::PI~ce of;:· .. ·· :. :. :· .. ..... ' Filed .... : •.................. ~·::........ Record· .........•.................. :: . ' . Under or Against will. (cross out one) . ' ' Name of su~viving spouse ... N.9.!.1.~---~:--······--·-:-;----:········-··:··-: •...... ~---···'-··-·-···-~----·-·--··-···------~----·--: ... ---·-··-········-··-····-·····' List issue, where material: Not· applicable Did decedent marry after execution of will? (indicate)\~-No. Any children born after execution ofwill? (indicat_e) ~~ No. If answer yes, name them,.: .....•..... : ....................... ____ , ______ : ...... , ... : .... ~: ...•.... ~---·····-·····-··-··········-··-··-······----···:, ___ · .:. .. -----------... ----... ----: ~.-------..... --~ ~ ~ ~ ~ ~ ~-~ ~---------------------_._----.--------:~·---~ ~ ----·-------::' :-----~ ~·-._ ~--~---~ ------~--.: --~ -----------·----~ ~ --~ -:.------~ ----.. -':. ---.. --------------. .Leg.atees Mary Herr@n SlQan Joseph A. Herron No exceptions If partial intestacy, give facts: None Relations~ip daughter,: son Interest 1/2 1/2 \. Fiduciary, if deceased or not sui juris 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. IXIi2L i~i . . , . If any exception give cause: .... ~~--:~~-~~-:p_~-~~~-----········ ·' ,. File copy of Notice · · · ····· · and dot~ of mai I ing .......... P.~~-~~J?.~r. .. J:§.t ... ~9.I~ ...... : ............. ~---··.·····················: ....... ,.,.,, .. , ... ,,., ... ,7,:,,,,, ••••• ~ ••••• ,,, •• : .. .....- Is estate subject to the filing of a Federal Estate Tax Return? .... --~~-: .. :: .... :: ..... : ................... : ........... · ................. ·.::.: ..... " . ../ fl t :.~· A. I d I · T . f I h · T A $ 5 ~ 0 0 0 . '· ·-.. _ .. ,., . ctua payment ma e on Pennsy van1a rans er n entance ax. mount ... ..! .... • ................... : ......................... , .... . If t~e Will makes any portion of estate su~ject to. a life-estate, give name and birth date of life tenant.. ................... . Not a licable · · · " ................................................ 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 9ccoi..int: West Penn Power Co. -refund i. -,, -J" otal additional de~_i,ts (Add) .:. ~Itemize any. additional credits not shown by .account: Equitable Gas Co. -final gas bill Notary Fee Total. additional. credits (Subtract) Balance for distribution ·-co.,~--:---=-c:o=-:-.-..:::.-...:.~~- 5.15 $ .... 5 .... l.5 ..................... .. 6.51 l.QQ $---~-~-~-9.?..9.: .. ?.9. .......... .. .: .. . . . ~, : ~ y . : _:. ~ ': : ... $ .... z.~-~J ..................... .. $ .. ~.?_J.g_~~-:-~-~----------L If balance for distribution is not in cash, list each item held in kind, giving .appraised Value (or distribution Value); Balance for distribution is deposited in·a savings account in the/ name. of the estate in _the Monongahela Office of Pittsburgh National Bank. . .. ~; , .. I I ·.· ~) .. ·-"~ f\, I . ' I i L._j :..;:_~..::.::::_...:..::::=-___ -:'_~ --· ---· -· -.:-··_,_ -~ • ~---~---·-.-,-.-,....._ -~ -·----· .. ,.; ., -~ ~ . --:; -.-~-:---.----- - . ----::---= --: ---·-·.-<.:.._ ·-- If Family Exemption claimed by Petition, give place of Record: .... ~.9.D.~---------········-················································: .. · lfFamily Exemption is claimed at audit, give name, relationship and basis for Claim: ... N.9.D~----··--······-··-········: ........ . List any advan~ement or distribution on acc:o\Jnt_ that has been made, and ,nature and amount of same: None •• ~ ! l 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: . tt . It is respectfully suggested that the residue be divided equally between Mary Herron Sloan and Joseph A. Herron in accordance with the Will, the share of Mary Herron Sloan to be charged, however., with the inheritance tax payable on the checking and savings accounts of which she was surviving co-owner. (See attached copy of Schedule E of Form RCC-33) COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly ......... ~.WQJ~D. ............... · .. doth depose and say that the facts set forth in the foregoing petition are true ·_t to the best of ........ D.~J:' ................. knowledge and belief . ........ §.WQ~D .. : .... --................... to and. subscribed before .. J,/lif!~ ..... • ". •;. ~:~:>:./,. ... , r· . /7'1 me thls:··/:.t'----:.day of .... >~-a:-~:·_·'·;lJ;·_-·1.9 7 •• -r.z:~~ Signature of Officer .. -~· ~-~~ And your petitioner will ever pray, etc. I Hie of. Officer .. ~~----~----------- Office .expires... . '6~-AR4fZt0.-if. ... ~······· ----------------------------------------------------:.. .......................... ~--------------- WASHINGTON;, WASifiNGTON COUNTY . . MY COMMISSION EXPIRES ;UNE 25·, 1974 Mem~er, PennsytvanlaAssoclatlon of Notaries l.r: ... ................................... :.. ........ ·.!'······1'!••1'••••!-••••••!-••••••••·••--····-···--,.. ·'. r ,. l ' :i :f \' ~·; i \ f ( . ~ 1 ,I :I .l l I v ~ ~· \.>' .) -~- t)' I; I fi f' ! i: I. ; I '--1 ·' " t'" ,:~ ..... .. ... '-, No. . .... ~J-~.7.J..~5.Q~---·····························A.A. Estate of. CATHERINE D. HERRON .... --.. ---.. --............. -------.. ------.. -.............. ----~ ........ --.... -.. .. Deceased ' ;' Fiduciary .. ~~:t:'.:t., .. Ji!:::t:'.~~-~---?}.<?.~!.1.,_ ........... . [' ~ ·"-- Executrix --------·-----·----------···-------------------------.;; ................................... . 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, 1.951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the cas·e. 2. Copy'·of order appointing Guardian ad I item, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. · 4. Proof of service of above. 3. Letters Testamentary or Administration C. T. .A or an attest copy of Will. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account .. 8. Certificate of liens in case any of the funds for distribution. are from judicial sale of real estate. 9. Signed and itemized elections if -any distribution in kind. ·· 10. Copy of Federal Estate Tax return if ·es- tate is subject thereto. McCreight, Marriner and McCreight · · ----------------------------------------------------.;. _________________ ._,_, Attorney ~2 ~~. I. { t.' ( . ' 1\ .I ·f ~ t;' ~~· ~ ~ } ,[ t ·i. (· l '? !"·' . '\! d '. 0 ~ ~~ 0 .L ~) N.l H S \1 1\\ · Sll\N\ ::10 t\3iS1~3'U 0 H \ 'd \' V~ ·yy3 ~; S 1\ 'd ~c u\ \,\~ U \ h~~\ Il~ t~ .=-~'i: !.!It<'!\ ..... ,~ ; \ • q···\ ~\·· !\;_ .,..,.:i, ~ a ,....J: ---,---. ,,1111\l"lHI,•.,~_-. ,,,,, \\ -~ ' ,..,_ ,, 't~~ ~o•?~,. ,;"'. i~;:/ s '-·,\ ' ~ . ' ,) ~ ' ~ ~ :. . ·. : -~~ -:. ~ _... ' . 1'~ ·-:.. ('1 \_,..... -" . ~.:: -:../~ .-(')' .,·· -;. .. ; ,h-;·;: ,,._-""'' ·,. '>~.; .• c "\ ,. ... '"·..rt'.f. ' ~. 'li._.'\:''·'· -~ :py,u~.l-'!'·"'""' .. .... ... ~..:_ . .,~~~II_. ; . .1; i_~ . ' .•' ·· ..... ' .. ··· .. ·'.:.·. •. .· .. . ·. . .. : .· · ... ··.·... ·. ·.·· .· ... · ... ·· ... , IN. 'l'H£. COURT OF. CQr·'if-10N . PLF;As OP \·fA2;I-ii!,iG.'l'0i'i COUNTY, ORPHANS' COURT.DIVISION IN.RE:' ESTATE OF CATHERINE D. } ) "HERRON~ Deceased ) . ' . ... · N 0 'l' 1 C E PENNSYLVANIA. :PLEASE: TJ\I(E NOTICE ·that MARY HERRON SLOAN, Executrix, ". o~ the· E~tat~:of CA~HERlNE D. HERRON, Deceased, has to~ay filed he~ Fi~st an~ Final Account in .the Office of the Register of Wills of Washingto~ County, Pennsylvania~ to No. 63-71-504, Administration Accourits, atid that the same will be pr~sented ·to the Orphans' Court of Washirigton Countyi .Penn~ylvania, -.for confirmation on March 6, 1972 and be called for Audit · by the,Cotirt at a tifue.·to be fixed by· the Court during the week of M~rch 20~ 1972 0hen and ~here you may appear, in person ... or. by counsel' and be heard' if you so desire. . . . . ~vashingt·o.ri ~· Pa .. ·· McCreight, Marriner & McC~eight · ,Decemb~r 16, 1971 · Att6rneys for Executrix . . · .. . · .. r : .. ·. . . .. ~ . . .. • .... · ..... . · .... · .. . ... . . . . . . . . ·~ : ... :. . . . ·.=.;:. ···--- .. -·'tl ~ -...J ::::; "-' ):,. f11 :::0 (/) C) c: --,. :---:J.: en ~ I (fl (/) -c .2: -j f""""' fil ! ; ([J /Ti r-.::;:, -I ;o r- !t"""'"'-'lo' 0 0 ~ .... _; <:: ... .... , . !C :.:::.. ·::-:> < ~-::::r 0 ::;:; r--.2: 0 'lJ r--0 p. (f) C) co '· . 1.· ...... 'For Sal" by r. o: Ni!.l;· :co:;: Law BlnnK T'UOIIBIIOrH' .... 425 Fourth Avenue, l'lttatoun;h. P11. 1&~!9 . . . r'·:My.. . . .. tl ::~/'-·f, . d:. :j{,j':, .v/~.:Lt-:1-1---··' 'I (JC;;.:!/ rU/1,-:..•Jt.C, f/ · . ·.... ' /1~ •.. --~·•·(' ... ·I -'if''/) . . . . . . ''fi-·. jJ' ... '{;.:, A . of ///:'}f·/_7'?-'zf tU!..i~(.,: ·· · : ·,County of j/tt~ . .!.jl_.{!'t 1~·-' J.,_.~ aa.d Biatp of /Jtu,t.l'!j+ir.. ":L·'''' . . . · . being of •""'"/ ;,.ind •,W. memory, do MT•by make, publish an.d declare· thi.s to be ·my Last· Win and Testament, in manner and form fo'lloioing, hereby revol,ing. -any win -or will.s heretofore 'f!Ulde -by me. · First. I direct that all my ju,s{debt~ -andfu.neraz· expenses be :fully pajd .and .satisfied, as .so~ J ' ' ' • :>.·· ' .. ~ .. . .. _.,_. ' ; L . ! ·,' .·.' .. -----· '( ;i;\~~_;',:1-:·il.·:.::..~·i· .. ·~.._~~·'··· . , ... _ : ::1· ;,.~·>·:·~.,.:··: ... _:~ f.-:..7":.:J:.i.:;._.._-:;_.,J-..;.~,,)~-~-.J.'iX~~iA:~~-~·~.~ :._.:._:::·~:·:~~-· ·,.. ~~::··-l·".' ,.. "/· , .. ~jl',~ • !t~~-, ... ··~ -~h~f.tt-}if"~.'f.-~~~~ilitJk..l:-~1.!i~i~~~;;:::'tJ...·~··:.:R~-~-:~-: -'·" :-:-... ~ '.·· t··~~--~·-::, · .. -~··.~., .-.•• "'!',,.~~, -.~···.--·,::~ .... ~·-,,-. -·· .,. ........ ,...... .·rr~-. ·-··-.~~··-:··= .:'/-7. · .. ,···. ,.._,.~·~··.··-:--:-"'::: .. ·--:-..,_·-~~·.{"':'"'--·:-,_ ......... ".·'7>;:_····· "'~~ ..... • .. .. , /· do hereby make1 cqnstitule. and · ap;JO!.?J!. . . .-1..-; . . ,~,~ '. .·.·, . . ·:'}/,/' ~ . .-''1 _. . ·;:··y/·iJlr..;/. ;·· -~1'"'/.t. ,,-,. ... _. '·:/C.C ,;-~4--. //7"-" .r;·-. . \ ,_.. / ''-"•·' 1.:./·-..-'·. . . . . . . . . ·'· -. . . . . . of this my Last'WiU and:-Testamenr • ·· .. -~ .. ·L. ()/~ .... '7l ~;r.r· ~;r.1b f ~!;/,,:~d'//Jv;,_..,~; .... Vf~~6.·tL~~ · ~n-~ttne".s ~: et.~o ; · 1,. lli:~:'lft?·'v:_ .. ·rc<-V' ... · , · ·• .. . . · . . ' above named I hav~ 'h;ere~nto Subscribed my name -and .affixed my ·seal I the ·.· . . d<ly, ~~· t}£1/t~ / f in. the .. y<iadJf ouT Lord one. thOUSand nine :htmdred and 7 /J . . · _&zt;,u"'~jfLJk'd/M:z1'~~.-'e. 8igned1 s(Jaled1 publ~sl!.e4.. qnd qeclared by th.e. ab<?ve na1_nf?4 . . . .. ' ' . . : . ··.·· . ~ ,as,iand. f. or Jn. thfJ :pre,senc.~ .of ;,U$, .who have her:e-u,n,to 3ttbscrib,ed .;ou.r_ na.me.s .at ,.. .. '. ·thereunto} :in the presence or s.aid. test at' ··. 1 and of each other~ ~ .·· . ' ~\ . . ;· . . , .. , . ·. ·>· .• : .... . ·•.· . -.· .. · ..... . . i oJ "'' 1' ,_ i ·.· ... · .; .. ! ! ! . . . . . ' ' ~ . \ . ·. .. . ~· .'• : . : : ~ ....... . --_.....:~--·-:-.... · . .. . ' ·.· .·. ~ ... . · .. -;- -- r-· i m f'l &,~-7/-~~ i\ffi1tauit ®f fxrrutnr ®r i\bmiutatratnr ~tatr nf 'rnnsyluania, t BB: C!tnunty nf Baa~ingtnn \ Personally before me, the undersigned authority, a ................................................................................... in and for said County and State, api>eared ................... ~.~~-~-... ~.~£~5?.~ .... ~.~.9..9:.~ ......................................................... who, being duly sworn according· to law, deposes and says that she is the executor qcJm!ro~wx of the estate of ....... Q.A'r.B.E.R.J..N.E .... P..~ ..... H~.B.B.Q.N .................................................... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of... .... Q.A.'r.B.:§;.B.J..N~ .... P..!. ..... tJ;;~.ftB:Q.~ .. , deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estat~ in the foregoing schedules are determined and stated by the undersigned to be the fai.r value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by t!te above named Executor x\xlmind9tm:mt • .. ~. 'J...j~ "' /z.. . . ~ . • day os~-~~~::~~~.:.~;..~;,~'i/.:;i, ...... : .. ·l A ..... ·····E·~~~;;;[;~ · lORENA W. ClARK, IllO. R ... 1J ...................... !. ... ~ ............................ .. WASHINGTON, V~ASHINGTOf~ COUi:!rY T MY COillMiSSiON EXPlf(ES DEC. 30,·1974 ADDITIONAL INSTRUCTIONS \. Member, Pennsy!varJa.AssoA.nlcim~ey 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. 1. 2. 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- . eluding 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 lluurutnry auX. .Apprai.armrut of the goods and chattels, rights and credits which ~ere of ...... C.ATl:IERINE .... D ....... JiERR.QN ........................... late of ........ l'19..D.9.!.lgS:!.H~J..~ ....................... _ ........................... .. Washington County, Pa., taken and made in conformity with the ab07Je affidavit. DOLLARS CENTS PERSONAL PROPERTY .._;. .. Clothing and personal effects NO ALUE Furniture and furnishings per appraisal of H.S. Post, adjusted by sales 2 '74;9 2;5 REAL ESTATE IN PENNSYLVANIA 3. All that certain lot or parcel of ground situate in the Third Ward of the City of Monongahela, Washington County, Pennsylvania, which is bounded and described as follows: BEGINNING on the northern side of Main Street at the southweii corner of lot now or formerly of Jennie Kerr; thence extending northwardly, along the western side of said lot now-or formerly of Jennie Kerr, 140 feet to lot now or formerly of Martha Bush; thence westwardly along the southern side of said last mentioned lot, 50 f~et to the center line of a pr~vat alley; thence in said private alley and along tqe easterly side of lot now or formerly of Carlo Pierantozzi, 140 feet to Main Street and thence east- wardly along the northern side of Main Street, 50 fee to the place of beginning; being a part of Lot No. 10 in the Mary Chess Addition to Monongahela City. Together with and subject to the rights of way appur- tenant thereto. Improved with two story brick duplex dwelling house known as 721-723 West Main Street. Source of ti tl·e: Deed Book 4 62 Page 67 2 14,100 ,}00 REAL ESTATE OUTSIDE OF PENNSYLVANIA None NO ALUE TOTAL 6 '8#9.: .?~ -~ .~ L..n L..n .. U) <( 0 -..J 0..: . 2: -..J C"v-: ~ c:: $ 0 :c ~~. 0 N. a_ . .,... i...L I..'\'-.....:. :z ' ~ .:.::> '0· ~ -.1 0::: I-~' t.o -..1 0 a : ! ~ l.U I-z t~ if) .:.....; (f) . __ _j Ll....l U) :I: i~ c;::) :::::::> 0 U) 0::: w -.:( c.:: 3::. ,_ .. ~ *~ "" 0-. ~ I ~ I .. • L ,;of '·. .. . , . .. , ·'···' '· . ··:._; ~, . . ~ -"' f ·.~,. ..... r '·' ·' '. , \ '/._\ ~ l;r "/ 1 I ;;,.' \j ~ ,, ., ··-."' '· ''1 ., .... ...:..;-. -~ ·~ -.·';. ~ ~ 5-'0 1 ~.:. :1'1p ,/ !"' I.''.,.,:. I " ~ f .• lC":l l::t:> ...... ll-3 ;;:! ~ <:! :::r:: "' ll:71 ;;:! l::t! .... ~ 0 iH 't lz ~- ll:71 ~ ~ ttl ;;:! it:J ~ ~. ~--·~ !::r:: ~ :g '1:71 ~ ~ l::t! ttl -· "' l::t! 0 "' :o ~ ~ r "' ;;:! .... ' .• .. •,, ··-: ......... : •••• •'1'• • · .. ~ . . . . ' . : ' . . ·~ . : ~ ~ "'-.. I ~ '\() '0 ~ -~- ~ ~ ··~ ,.• I • ~ . • 'f I STATE OF PENNSYLVANIA,· ( ~ASHINGTON COUNTY, ~ SS: t The within named Accountant being duly sworn according to low, depose and say that the above acc6unt as.stated is true bnd correct as-----------~-----~--,--------verilybelieve. ·. ' ' . -z;t . Sworn and subscribed before me this _____ /_0.: _________ ·, ·~·~ ,----~------------.,------------·-·---------------·-----·-··---- , { ..::n d. L!1 I! rf N Ji M 1 c:i z ,~,, - • "..!•"' t{ "' . ·) !' t :lr:"· ' [} . t: ' li... .• !F . . ·----------------------------------------------------------------------- I do certify that I hav~ given legal notice 'to all persons ~\ concemed of the filing of the within account in the manner; prescribed by Statute and Rule of Court, as evidenced by proofsl thereof filed to No ... -~_3_-::__'22--::__{ _______ ~------· '' ~ . ·V:/i~s my hand ~nd official ·seal tnis ___ /;;_:::=-:: ........... .. ' . . . 72 day of ... : ..... _ .. _ _ ------------:------(Yii)----------~------19 .......... ~-11~--------- 'fl . ..., ... ::s 0. o· a:> ..d +' 0 +' Register of Wills.· i:::::::f -I DEC I 5 HUS S Cl L ld .\R U'~O ilEGlSTEf\ OF WiLLS ¥ASHINGTON CO ..• P/~.r ' . . .. ~ "' ---·---"'c,.~:" --:-.--. -~;::~·,;!~~~t;~_:· ~('>::>' '" ~~7 \ •' -~;·· l ... ..,.; ?,b -~.' .~ ' ... "' ..... ~ •,>, -.. . ~r:~· :.,_· . ·i' .. ~ ~ /' '· .. I . ', •; 7 r,.l -r; ·z ., -~ -·- _.~ ~:--... :~ ~ -~1 \ ,r-.~~ ~--\~~'"'':i•iJ•~:,.o;;;. ;;.\' .<L --~'·.;_. -.t )J . '··~-,. l ·--~;· ·:!:,::~. \ ' ... ~ ~~· ,\ .. · .~;,;] . ~ .r)r'• "'• o'',\..~ ~-7/'-; .• ~. "'".,) '-"" ~(,, {t \ <)· \,)' 'lr· ,.,, •iHllHll\\~\\' ~ .... ... . .. <t -· ~J • ::-~? .. P.- --------- '} . ., J·~ ·, .. ~· f)'• ., .Jr--1 . 'i\ t··· The Court is respectfully requested to determine proper distribution in this estate. · .. ,, ~ .• ·• ,. .. ,' ~ '. ' : ',' .~ -... ·, NO. 63,...71-50.4 -- ADMINISTRATION·AGCOUNTS ' ' , The Fir:;;.t and Final Accbunt. of MARY HERRON S,LOAN, ... E·~ecutriX of the·Estate of CATHE~INE D. HERRON, de·ceased, late • ' ' ' '.1 ,. ", •• ·_ of the_ ·c.i ty of Monongah,el,a, tvashingtori: County, Penns.ylvania . ',• ' . PR-INCIPAL PERSONAL'l1Y, Scliedule A PRINClPAL R~ALTY, -Schedule B. . • INC.miiE' REALTY, · :Schedule c LOANS-TO ESTATE · Schedule. D & E' SUMMARY· Debits $3,004.25 .. : '14,180.67.: ' ..22.5 ~ 00 ,, ' :-••• l . ' "', EXPENSES OF• ADMINI·STR.AriQI\f, . · sc:hed.uJ.'e · p .. , , ·. . . -. .; FUiiERAL AND BURIAL,-· ··· •· · schedule a,. ·· DEBTS OF DECEDENT, .Schedule H ·. · 'TRANSFER. INHERITANCE TAX . . ' .· Sche.dule :r. $20,338.67 Credits Balance '' s;;' --. . $3,004.25 1.4,180. 67: ----· 225.00 2' 928.15 . 0 -2,539:42 2' 015 .. 00 -2,015.00' 255.00 ..:.25s.oo 550.00 .:..550.00 $8,288.17 The a6q~e ·balanc~_is in ~ash on deposit in .a checking account in the name of ~he estate in t~e Monongahela Office of Pittsburgh National Bank. · SCHEDULE A ·1971 PRINCI~AL P~RSONALT¥,Debits: Apr 28 :,. Jurie 5 Personalty ·p·er Inventory and Appraisement Soii~l·Security deit~ benefit $2' 749.25 255.00 $'3,004 .. 25 I . . . . . '-, ';. 'i. SCHEDULE B · . 1971 PfUNCIPAL REALTY, Debits: Apr 28.: Rea·lty per Inventory and Appraisement ... · ·· · ·(Note: The. r~al estate '...fas sold privately at. inventory value to .W±:I.liain H. Watson :and ·Rebecca S. ·wat~on, .his· wife,): ':' ; ·Nov 5 William Watson :-•reimbursern~_nt ,._for cost of sale agreement ,, . ·• .. ·· . ]' . ' ' .· .· .. ; . ·Nov· 5· Willi'am. Watson -_:buy.ers' ··pro-rata ·sriar.e of 1971 ~~al estate taxes ~ ; . ' . . SCHEDULE C . . l97l TNCOME REALTN, Debits: May. 5 .. .Re.rit ·' May 27 . · . Rent ·Juh.e. 3·0 . Rent july 30 · .. sept. :1 Rent·· · R·en·t· .. · .. ' ·: .... . ·"· .. •, ·.,. ·. ~SCHEDULE · D .l9Tl LOANS TO ESTATE, Debits: May 3 Mary IL. Sloan ...., loan to estate ' . (joint savings account) . . ,,, . June 3_' • · Mary ·H. Sloan ..:. loan to estk'te (joint· ch~cking iccou~t ·:Jurie 30 ·· Joseph A. Herron loan to estate .. . S.ept_:. i Joyeph A. Herron ·-l;oari" to es.tate SCHEDULE E- LOANS TO EST~TE, .Cred:i, t:s: ,. .-· ,. $1' 86.0. 83 '667 .92· ·zoo. oo 200.00 Ma;y ·H. Slo.~n -<'. -f~ri?-iture and furnishing·s . · . taken in kind at "inveh,:toty value . $ 2., 091. 50 • .. ' •." ''· ' :·." J; • ·.:.. Dec 14 Joseph A .. H~rron -furniture ·and --~-· · _· . 1 furnis.t;tngs takeh Jh :kind., ay ipy:.en1tor~;: ... · .. . . • -· ' < ·~ : .-\. .': • 211 50 . valUe!::· .. · .:' .. ;, ··" ·. ·· .:· .... · :: -'. . ~~seph A~ Befrqn ' ' ~ .~~sh ~e~ayine~t ;_!' 188.50 $14,100.00 35.00 '45. 67 $14 ·, 180. 67 . ' 45.00 45.00 45.00 45.00 45:-oo · 225.00- 400.00· $ .. 2,928.75'· $ 2,928.75 '·SCHEDULE F 1971 EXPENSES QF ·ADMINIS'l'RATION: May 11 May 27 June 1 ··June 5 June 5 June 22 June 23. June 30 June 30 July 7 July. 7 July 29 ·July 30 Aug 9 Aug,9 Aug 23 Aug 30 Aug 30 Sept 10 Sept 10 Sept 28 Sept 29 Oct 7 Oct 7 Oct 19 Nov 5 Nov 19 Dec 8 Dec 8: Dec 14 Regist~r of ~ills -probate costs .Washington County Repor'ts -estate notice. Johri Sminko -caretaker West Penn Powen Cb. elec t'rici ty Sewage disposal Daily Herald.-·estate noti~e Eq~itable Gas Co. -gas Malcol~ Mor~an -1971 C6unty Tax John Sminko -caretaker ~est Penn Pow~r Co. ~ electricity Helen· I"'arie n6ty -· 1.971 School Tax Equitable das Co~ ~ g~s John Sminko 7 caretaker West: Penn· .Po~er c;o. ···-: el.ec~J:>icity S~it~ & Dougb~~ty -irysuran~~ 37.80 · les.s refund. 12/13/71 -26. bO John A. McCaus -appraisal Equitabl~. Gas Co. -gas .Water service John Sminko ~ caretaker West Penn Pow€r Co: -e~ectri~ity Eq~itable Gas Co. gas Sewage· service John Smirtko -· caretaker Pittsburgh National_Bartk-service cha~ge Hubert S. Post -appra~sal First ~ederal Savings & Loan Ass6ciation ~f Moness'e·n -seller's ·share of. realty· transfer tax. in· sale ot ~eal estaie . Monongahela Water Co. water · Monongahel~ Autho~ity -sewer rent , . West Penri.Power Co. -electric service Mary H._Sloan-executrix' compensation· $ 18. 00. 14. oo· 20.00 6.57 9.84 12.50 8~35 49.85 20.00 5.96 157.12 5.46 20.00 2', 41 11."80 50.00 5.29 12.42 20', 00 7.06 5.29 9. 84. 20.00 0.86 50.00 141.00 12.28 9. 7.9 2.23 900.00 ,-... .. '( SCHEDULE F, ·cant 1 d. Dec 14· 'Dec 14 Dec 14 Dec 14 . McCreight, Marriner & McCreight ~ atto~ney· fees . Russell Marino, Register Ruasell Marino, Register '· Notary fees SC.HEDULE G filing Inveniory filing Account 197~YUNERAL AND BURIAL: May .3 May 4 · Jurie .4. L.~M. Frye-funer~l Rev. D~uglas Kurstead ~· s~rvices James A; Timent -gr~vestone ·· SCHEDULE . H 1971 OEBTS OF'DECEDENT: .. May 24 ·May 24. May 24 May 24 'May 24· .June 23 .Sept 1. .. West Penn Pqwer Co. bill E. "t bl Gas -Co. -b~fl · qu1 ~-e . ~ Bell Teleph~ne ·-bill . less. refund of 6/5/71 17.44 3.04 Monongahel~ City Wat~~ Co~.~ bill K~u:rmann 1 s :... bill' .for merchandise Locust Grove Farm:-bill John M. ~oberts -resilvering bill , ~ : . ' .. .. SCHEDULE' I , 1971 TRANSFER·INHE~ITAN€~ TAX~S:~~ June 23 Ru:ssell Mar.ino, Agent -advance .payment. ) ," 900.00 6.50 20.00 5.00 $ 2', 539 .. 42 $ 1,570.00 25.00 .420.00 $ 2,015.0'd $ 7.90 . 17.81 14.40 .· 12.34 85.65 5.40 111.50 $ 255.00 . · THE DAILY H·ERALD MONONGAHEL'A, PA. PROOF OF . PUBLICATION i •r In, compliance with the Newspaper Advertising Act paragraphs (3) and (25L County of Washington l · ss: State of Pennsylvania of May 16. 1929 P.L. 1784. Sec. 3. ' ,. .. ' . . Personally appeared before' me, a. Notary Public in and for said county and stat~. j , · Mrs .... A ... F ... D.eS.antiSvho, being duly sworn, .deposes and says: that....s.he ........ is. · • " • ' • 4 ;the b.o.okk.e.ep.er ........... of The Monongahela Publishing Co., a Pennsylvania corpora-~ tion, and its agent in this behalf: that the said company is the publisher of The Dail{ . . ' ' 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 vear of 1846; that the orinted notice or advertisement, attached 'hereto· is a copy of a notice or advertisement, ;xactly as printed or published;• which appeared in· the said newspaper in its regular issues on. the· following dates: '·' ~:~~~;:::~~:~;~~~~~=~ ~~ ~~~:~:·:~~~~;;:; ,Ji l ·~·at the affiant or. the corporation in behalf of which .... she ....... is acting is not inter-t ~·.. sted in the ~ubject matter of said notice or advertising and th~t a~l.of the allegations of . _;;;. '"'-· is affidavit as to the time; place and· ~~act~of th~ubhcation are true. . ·.:a~ ..... ~~4.0 :<;> 1 =a --~~' ~--4~ ...... · ................ --~ ............................. , .... .. £ ~-· 'itorn to and su~ed before me this i \_·Yfl~-~' {. . '; ~f ·_-;L. __ v_·_~:: ~ ~-Q''~ J.. .t. '1-i·:;·~~·:·.· .. :~· .. e.~.-4. ....... '-. ~Uiiji~'':Z. ..,.,; "' 1. · . I • I . EXEcui_.).•s. ~ohcE · \<-· ESTATE of Ca~herine D. Herl·on , deceased, . ,]at.e of Monongahela; .. Washington. County, Pennsyl"ania·: · f Letters. testamentary upon . the : -•: above estate ·having been granted : -t.-1 ' •to the undersigned, all persons hav-l. ~ing claims' against the ·estate' are .. requested to make known· tire same ' to .the· unders.igned or his ~ttorney i , ·and all _persons indebted to th'e dei:e-f dent are req_uested· tct ma';ce pay-"' ment 'to the· undersigned . without delay .. • • , ... : .· -·· -: Mary Herron .Sloan, Executrix , 904 ·Lincoln, Street , Monongahe-la, Pa: McCreight, Marriner"&. MsCt\eig'ht Attorneys ·, · · 520 Washington Trust Bldg. Washington, Pa. '15301 (une 2, 9, 16, 1971 ·; •'' _ ...... -.. - ,• ·., \• - Washington County Reports · · Washington, Pennsylva~ia (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} S ~. TATE OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he· is the Editor of the WASHINGTON COUNTY REPORTS, the officia!l 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: ' .......... ~.~D.~ .. J .. , ...... LQ.J ... J.l.., .... .J..9..Z.L ...................... .. i.' • 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. l'.lll:~ • • • • • • • • • • • • • • • • • HERROJ)'. CATHERINE D., Dec'd. Late of Monongahela, Washington County, Penna Executrix: Ma'ry Herron Sloan, 904 Lincoln Street, Monongahera, Penna. Attorneys: McCreight, Marriner & McCreight, .520 Washington Trust Bldg., Washington, Penna. 15301 that the affiant or the corporation in behalf of which he is acting is not interested iri the subject matter of said notice or advel'tising and that all of the allegations of this affidavit as to the tll~e ~d ~aracter of the publication ~· -· --~& ____ (j}__J!J;;~~ . ~ ~e;.,if4itoriJ?:, Sworn to and subscribed before ~ ~~~~-- ';;' -· .., 'f. t; ..... ~..?...~.~ ...... day of ........................... ~.~·f= ............. , 19 . ..?..~ ... : .... .. ~sLjl~~ JOSEPHINE T. SCIAMANNA - Notary Public, Washington, Wc;~hington Co. My Commission Expires July 1, 1974 h.~,,.-o·~~ ~ ,l~,. ~ -r :--; !:'..,. f \ ',~ f· ,;"' _ ~ t ~ { "~-.~ ~., ,i;,·:r \ .. · --,, f D_. rtf .'-f' Q!nurt nf Qtnmmnu Jlra.s ®rp4aun' <ttnurt ·' In the matter of the Audit of Account in nf lfanl]iugtnn miuininn QJnuuty Estate of__:C_A:...:T:...:H.::E:..:R:..:..I:..:N:..:.E=--=-D....:..•__:_H:..::E:..:.R.:.::.R..:..._O:.._N..:.__ ____ 1 -'No. __ 63_-_7_1_-__:.5_0_4 _______ _ . ·~ ' -·.' TO THE AUDITING JUDGE: . Enter ___ o_u_r _____ ~appearance for __ _!.,;M~a!:..:!r:....Y.z__~H~e""r~r..::o~nc!....-!::S:..=l~o~a~n~,L.....:E=x:..:.e::..:C:::...U~t~r"-'.i~x~----'---- McCreight, Marrine~ & McCreight day of March , 19ll_ N. B.-Counsel shall, by separate paper, present a concise statement of 'each claim, with supporting c a I cuI at ion of any interest claimed. Objections to an account as filed, shall be conc·isely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. J No. 63-71-504 In re Audit of Account in EstaJte of · CATHERINE D .. HERRON .... AUDIT ! •. Jr~tripe fnr· .Apptaraurt FOR ,- Marv Herron Sloan. Executrix ' ... ' t 1 I "vtd ;·oQ·NOl~)NIHS'If/A S lllf,\ :-:1 0 8 3 J S I u 3 tj ONIUV1~l ') l::l $sn~ i McCreight, Marriner & McCreight ·~ i BO \J\ tHJ '0 i )~W 2L:6 Bv Attorney ~2 s •'"! -•i "'";· ~ t ( l ~•1 : I .. 1 " .. J i·~ I . .;, ... .)1 ... ., "· --~--: I ··-e 1- J IN THE GQURT OF' COMMON PLEAS OF WASHINGTON COUNTY, PENN .•. ORPHANS'. COURT DIVISION·· . . ,·' · Estafeof ' .• >" ·. ',• No. 504 of 19.71 . CATHERINE D.-. HEER61N,. ( ) ( ) ( ) -. . . <Deceased. :s Z, <• , .. ·' > . .-. :. ·-:··~. :· z ~. BEFORE:. z 0 . II- " z i Ul <· ~ ( . HEARINGON AUDIT Th~ Honorable.P. VINCENT MARINO; Judge of the: said Court. .,: APPEARAl\fCES: ·McCREIGHf:' /MARRINER & McCREIGHT·, Esqs., .of' Washington, .Pa:, representing the f...ccountant. !:! .II: ... !!! ·. c .J· .. <( 0 c :J ' ... ui· a: ,o TIME: !'hursday, M_ar:ch 23, 1972, _at 1 0:_ qo A~ M. , EST ~ THE COUhT: Number: 504 of 1971, the estate of Catherine D. II: o· Q;. bl II:· r:. II: :J 0 u :... .< 0 . ii:. II. 0 ' . . . Herron, ~e_cease~:L rr:he Executrix: is Ma.ryHe.r·ron Sloan and the. attor_n.eys are McC.re·ight, lV(arriner & McCreight.· Mr. ;James McCreight? Mh. McCBEIGHT: . May it please the Court, w_e enter our appearan e .. 'it : on behalf of the Executrix, an~ ha~e attach'ed;fo the Petition Sur '·. ·Audit and other necessarypapers. ·There a're no unpaid cred~tors. ' . . ' . . There are· no problems for adjudication. j(the balanc~ for distributi n · co~sists ofcash·. And we res-pectfully request that this ·residue be divided equally in a·ccordance ·_with the Will between Mary Herro / , ~-.• J . 1 z .. > .,J < > W' ' 2 ~ ·z ,Ill < a. i 0 ... Ill •:Z. i: Ill "' ~ ·~ I ·ploan and Joseph. A.· Herron, the two children. But that the share 0f Mary Herron Sloan he, charged with the Inheritance Tax payable i 'on certain jo,int P.ro.perty that she also' received from her in~e;ttner. I I II I, ·Is there anyone else ·in Court inter·ested in this ~I I THE COURT: decedent's es'tate? ( NO ·RESPONSE ) THE COURT: The audit oLthis account is marked closed by · . the Court. ( AUDIT', CLOSFD ) I hereby certify that the proceedings and evidence are coht!ained il ' li I il. II II li [I jl < il ~. fully and accurately in the notes taken by me on the hearing of the above Ill < ai < . ~ · cause,· and that this copy is a coriPect t • ,0: 0 a.· Ill 0:· < • 1- 0: ,";::) 0 0 .:. .~ 0 ii: .... . o The foregoing record of the proceedings upon the hearing of the above cause is hereby approved $-n:d directed fo be filed; Court, 2 .. '·'· 'l 'i ' ~ ·r, ,, l ... . (,.:.. ' ' ' -·~·. ·, . ·. . '• . ' . '-' . :.:,~J 'to ~:;;<;·:.;..£nl~_ ''tfi:l x.c,_;;~:.J t.:.:ni.b >·:)~lJ.'l!.J ·v: ,]( 0 (, \'•: . ' ... . , .LL .. ' ' ' ) J.:,;~ ~- '· .. ~--·(•" ,, .. (~ .... ',·-~ .. .. • ~ ·. ,• "· •. ,I,'' ~· ·, .I .;·I ~~/ \ ... ~ '' ,,J' ,·,,. ':.:J~-~ ' -f ' ' ' 'J l J.. • '~ 11. l · ... ·,.;• . •·,, '·~· .. , :·~- ·:r:.~ ~~· ~ .... , ~· •, : ~. ~~r.. L5J c{j L~'h·\:'-' ·,)·fir· G b"'o~v.~.~H.CJ.t:> :,cd;~·:.:,;;r~ ·2.~ · ~;;;;Jn~;· .\rJd:e ',;: -: ~· ,• .·' '-" ... :.~ ~·~~: ~; ,• ~ ;" '• ,·. . . .. ' d . { 'I ., !; ;l .,, .,I , . ,. •,' ~ .... , ....... J, ': .... .;,.....,. .. .. ~ . ·.._ ' .e ... ·. In t4t <thntrt nf Qlnmutnn Jltns nf llns4ingtnn atnunty. Jtnnsylunnin. ®rp4nns· Qlnurt llinisinn ESTATE OF 63-7lo..504 No. _____ _...:.. ________ _ Catherine D. Her~Qn First and Final . In the matter of the _________ _ deceased Account of· __ M=a=-r.ai.y_H=e=-r=-r.=.on:.:....._S=.· =.l.=.o=en:.:.....__ Executrix ADJUDICATION AND DECREE And now ~Y t , 19_11_, this matter came on for hearing, audit and distribution at this session and testimony to ~n; and thereupon, upon due consideration thereof th.£) b9!.onc~ for distribution in the hands of the Accountant is determined to be $ l2,0g,O.l!J, . 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 on appeal be taken herefrom sec. leg. : SCHEDULE OF DISTRIBUTION Balance per occount-------~-------- Addi tion$1 •debi·t ~.sked at audit Additional c·r&dit ~a&ke:d-a-t ~'tttU.t ·-- Balance'--------------------- Deduct Clerk's Costs & Receipt•::o._l': ___ -:--...,.--------- Attomey McCreight Marriner & MCCraight . Russell Marino, Agent,. transfer inheritane~ I tax, including $75.86 due on individual liabi1 .... i ty of Mary Herron Sloan., Mary Herron Sloan, daughter, 1/2 residue, minus $75.86 paid on individual liabi1ity·for transfer inheritance tax as remitted above, Joseph A. Herron, eon, 1/2 residue, cash, ·r;.l~ $ 12,050.50 $1if~o55 .• 65 -· ""':'. $ 12,046. .. J4 J J1- /;(;1. t .. . ' . . = c:::::J c::,l -.ex: •· •· .. ' -,.. . ) ' •· .. ,· .. . . ' ~ -~ .. I'·~. ' ' . .r (l y ~., .... ... --~- . ()(\. ~;:~ ------ PP t·c~~~ ~~ O';:l.of'~~! ______ . __ .,._ .. pll .. _, ' .' t ~ -.'" • t .. t ... • - . ; ... !- • I . ' ,, . -.. . . . '' • i·· .... 0 ..... ~ 0 ... (I) o. .... I ; • • '·' • ~ -; - . ~~ .. -......................... ·-.. ,.._.,..' ........ ~-...... -~-.., .. -..... -~' "' .. "'"' ;; --... t •• :·"f. I '· ''--)> ~ I i [ ~· 0 1\ . ~ c" • 1'· •''n' t· :T ~ g 11) .. a .g 0 ....... .... ·n;- .... -' I .., 0 ..... ... ::::r 11) -1 ~ ,.. z 9' ... d-Il~.t'l•lD•)1-': :.~ <I'.H:;r..-... r;!l' j(hj 1)<-:00~~ ···--~--·~ .. ·---·-·-~-----,;., ................... ~-----t-.. -~---~---··· •. ' .. ~or, r-ct (·~ !~!'! :-r.:· ·-r.~1'f am:>.'! J ~ lt f!'i:': t ~ '1 .r ;.~r a·. [J a.-".:> u f -.Uc!c.i.C 1£11ibtv1b.fl1 ao :;rJr.> a'1.t'.·.,; '"~n.i"rt1Jor.r t:X.C\1' N 0() rP ['('''"''~'"' i{ "'t"'T t.•'' '"'ro 1J -r ;-'t 1 .t ,_ • ~ L .. ' -:( ...., \." .,_ .. _, !l~Y'"f't ·: ~, v-~ nU _b ~ r. (I <) ;, .,. '_-l'; ;t "\~) t: • \1' J ';.~"l ri.f'l I f . ·.: : RCC-43-RI NOTE: TO BE SUBMI~TED IN TRIPLICATE Pennsylvania Department of Revenue Bureau.: of. County Collections Finanef! Building · . Harrisburg, Penns·ylvania .Dear Sir: .. , -r :)...· ··. 5, .. Pursuant to Section 742, })ennsylvania Inheritance and:· Estate Tax Act of 1961, we herewith submi"t.the following report: ,) .·" . .. · .. !:.·· . ,. ·-:1. • "< ... ~. .· .c ·-··- -.... i REPORTING · /'.. · ·· FINANCIAL INSTITUTIONS 'ftttsbo~gtr Baticmal B8111c . . . . .:J . : :~= No •. OF JOINT oa :100 W¢. *" $~ .,_~,·Paiiilli~ lSOI\)1 . TRUST DEPOSIT OR INVESTMENT {f 143S80?.. . )t J\~ NAMES ON ACCOUNT :~,~, .OR I_NVESTMENT Hrs. Cather:lile. D HEtrrQD ; or ... , / \ 'l . . . .. . ·:· ' ... _" "\., Mary B. Sloan DECEASED JOINT DEPOSITOR, .. ./ ·TRUSTEE OR. INVESTOR 1-li-s.-C~tber1De Jle, Bel'l"'n ~V ----~----~------~~----------------- ADDRESS m w~ ·Main Street: Monong~ela P~;l• 15063 DATE OF DEATH -::-=-::::-:-=---__;;;Apr;U.~·:;:.··=··:..·....;;;2~9.z;.t..:l::.~:97l:..r..· =·.·,.... . .,...· ------..,.---- SURVIVING DEPOSITOR, BENEFICIARY OR. INVESTOR _ __.&"'•liolry~Hu. • ._· ...~o~SJ~ .. ·.uoma~_:L-· ---------'--...,....-...;_:;...---- .·. ·-~ ?23; West Mata.St:t9et' &n(,ngahel.a :Penna~ ·15o63 ADDRESS RELATIONSHIP TO DECEDENT --....:Dau:.!• ::-~~t!!ht:::er=..:..·. ___ ---....;.....i...----<----------- DATE DEPOSIT OR INvESTMENT WAS ESTABLISaED . Ha:ich 10~. 1964 BALANCE AT DATE OF DEATH $ .....;·l='•z.:$6::::: .. :..:0~··=8)=:... -~----------------___,_--- ' \, \ . --:~ .. .·' :·.' e"}:; 7 I; ~(6 ,f ~ -:.1'!: • </2. i7t~t'9Jt;.f2::. j6,f~ -~~ < · TITLE ~-~F) cJ-~77 . \ 7-:29-71 · ... ; .. i ·. '~-. . ~ .. ., ~ ·~ '., ..:. . ..~ . ' . .,. ... -J. i ! (;-.:· -. .. :o ~ I ··-..... ~ f't'· • ~ .;. \ I I"·· ·'. ···; , .; : '. -. ~ . .. ··~· ., M::O . ·. 1 4, 1 o·Q .0 (j 1 lb·l ffO .lJ 0 S Zi1-4925 -t 6;8..4 9 25 $' 3 3 3.96 9 3 0.42 181113.635 1 811 1 3 .6 3 T .G:·· <I' .. .! .. -...... :.:-· ... J·\••. ·~ , .. , . ' -. ~ ,; ....... ::.: -~;.. ··-.,.,. .. . ..... .o;· • . ~. .. ;;w .•. • f .,... ----~_..:;· . ' .~ ... .... "1: •• ·.· ~-' • ' RCC-134 ( 1-'69) C'OMMONWE~I:.T.H O(i..PENNSY LVI\NIA · DEPARTMENT OF REVENUE ~~5ft'IJiioOF COUN'TY COLLECTIONS INHERIT·ANCE TAX DIVISION OFFrCI·AL :NOTICE OF INHERITANCE TAX AP<PRAISEMENT AND ASSE.SSMENT OF ASSET.$ tilo·:r -S~'BJECT 10 ADMINISTRATION TO:. MARY H.StOAN 72) wEST MAIN STREET, Date: . Mi.J 11t;1971 County . WASHING'l'ON Cou·nty .File No.--------~---- :Bureau File No.-.···-........... ---....~------'--- We have received notice that,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ on April 29, 191L., you came :i·nto owner.ihip of cer.tai·n property thr.oug·'l ~li!tlQtmw~moo~~W ~-· Transfer from MRS.CATHERINE D.HERRON~Decee.sed. Under the Inheritance and Esto:te Tax Laws of the Commonwealth of .Pennsylvani·a such transfers are ~axable and the I iabi I ity for the pay.meht of the inher.i'tance lox 'due i's imposed upon you., as ·transferee. The property on which tax is hereby assessed ~oifsi'sls of: Jt.Held Bank Accot~ {#1kJ5807 .held in the PIT'l'SBUROO NATIONAt SAHK,WlcmGAmtiJ,PENNSYU!ANIA .In the .names of .. MRS."CATHERINE D.f!ERROll appraised by the Commonwealth, os of the tlate of death, at $ ................... ""' ...... li.J,.Sw60oa.ueu;;83~.;.~-"'"' .......... =-------- 50 % of this amount is taxable a.t the ra.te of .. 6 DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the. above amount within three (3) months of the date of death of the decedent, or on or before ,Inl.J 291 19 71 you may deduct a discount of. 5% of the omoun't of tax due, or , 0 This tax became. delinquent, fif!een (15) .months after the date of death and, in addition to the tax, statutory interest at the rate of 6% of the tax per annum is also due as of·*----~- 19 __ in the amount of *If the tax is not paid by the above d~te additional interest is due at the rate of 6% per annum unt'll paid TOTAL AMOUNT DUE $ % 'ORIGlNAL.AS:SE$SMtNT AMENDED ASSESSMENt _____ .......,.. ______ _ __ -.........;;;;;;;;;;.-....--~---· APPRAISED BY: ·-'1'-"""M~ ;(.c!'. . f4=-//.J,. ASSESSED BY: ............... -= ... -. ......._.~---'=~---'------'---'----~- (Inheritance Tax Appraiser) (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYER~ Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: COURT HQ,.,~St: WASHINGTON. PENNA. 153Q\ If you have already paid this tax to an executor, administrator, attorney or other personal represent~tive of the decedent for forwarding to the Commonwealth, list below the date paid, name and addr.ess Clf,.th.e .. per~O!a. to.whom you made payment, their official title and the amount.· . · .· · · · . ·. ·,, ,:~:·. · ·. · · · ; . , . • . . ... ; / ~ •.:·,...-.._\,;_~;} Date Paid Name and Addr.ess of Payee ~ ,,. • ' . ..-...... ~ •. ,.,. .,.,,,,,..,. ... ,..,.,.,""' • .. .... • . ' • "r<,~~ ... '• ·-· "' ._. • Under certain circu.mstances, if, after the date of death of the decedent, you personally paid funeral expenses or other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended by you may qualify as deductions against the gross value of the property in the _computation of ta.x .dve ... If any such expenditures meet all of the three following tests, it is recommended 'thaty~'u: itert;~.ize th·e· payme~t~ below, execute the affidavit, and re.turn this notice: The Register of Wills will exam.in~ ·the. debts clai"1ed an~_:qllow ~ those which he determines to be proper. The tax will then be recomputed and y·ou will receive an amended assessment of tax. . .. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1-You were personally legally responsible for these debts, and . . 2 -You actually PC! id these debts out of the· account or property. described aboye al)d c. an furnish p.roof of such p'ayme'rit; if"required, and 3-These same debts are not.also claimed, for tax purposes, by an executor, administrator or other, persona I representative of the decedent hand I ing the administration of the general est~te of the. decedent or any other transferee. · · · · SCHEDULE OF DEBTS Date Paid Name of Pay_ee Descrip_tion of Obligation Amount Paid I .. ,. ' ' .. ., . .. ··~ ; .. ' - TOTAL $ (attach separate sheet 1f requ 1 red) ... COMMONWEALTH OF PENNSYLVANIA) .. .; SS: COUNTY OF: _______ _ . .. I, hereby certify that the foregoing is~ a j'ust and true ·statement of funeral expenses and other debts of the decedent, · , for which I was legally responsible and which I did pay out of the. property herein taxed. I further certify, that to the best of my knowledge and belief, these same debts will not. be ·claimed .by any other person, for inheritance tax purposes. , T SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF ________________________ 19 Signature of Taxpayer REPORT OF REGISTER OF WILLS· I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I have allowed deductions listed above in the total amount of $ --------.. ·· Date of Approval: ______________ _ Register of Wi lis •· \ ' ' Form RCC-33 COMMONWEAI!TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS . . . J RESIDENT DECEDENT COUNTY OF . , ....... W. A.S.JIJ N. Gr.9.N .......................................... . 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 or· the Inheritance and Estate Tax Act o·r 1961.) ........ G.A.T..H~.~~ .. ;;: .. ;:.~;;.;.:::~ ~~~.~~·E···~·~ .................................... };::u:v;: OF (State full lll)me of decedent) Late of ............. W..~~.:t?:.ipgt.<?..r1........ .. ............ .. .............................. County xmlHml:3~ > •• ii ::.:' :, ~::~::~:::~:-:~-~:--~~:~J '" . ......... .MAB.X ..... H.E.B..B.ON ....... S..L..O.AN ................................................................................. .. Executor of the estate of the above-named decedent being duly sworn, depose S and sayS Decedent dJed ............................ Apr.~~~i:i,") ...... .28 ..... (j:;;;;·;·· ..... , l9·ll} .... ,t;;;~~eaving a last will, copy of which is hereto athclied. } o the rNaam:t ::: i :::r: :: r:r. ean\t::;:: ::} ······§~ri~ea~·hi~~~·~·~.i.~.~~·~·tE.~~i·t·~·i n.g ................ . ::;;_,d~ll correspondence should be ... Washington;· Pa~ T530I · .. · ....... ························· ................................................................ .. That as such ....... ~~-~-g-~t.r.J:..~ ........... deponent iw familiar with the affairs of said. estate and the property con- < l•:xecutor;){<l61}1i00il(Qii-X . ::>tituting 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 NONE -------- That the contents of said safe deposit box or boxes ar~ itemized under Schedules--~--0~ this return, with the excep~ion of the following, for the reasons·hereinafter set forth: That Schedule 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 an .interest therein. It also sets f<;>rth 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 .~ssessed val.uation of el,lch 9f' 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 or. death; all moneys le.ft 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 indivl«tually, .~rji,nC;ttust.for, .... •~ '\ . any other person or persons giving also separately the accrued interest thereon, if any,,~do'~. to the last.' interest day prior to decedent's death in the case of savings banks, and to the date of ~ce4ent1 s death' . ~, in all other cases; all bonds, postal savings, treasury certificates or notes and oth~r;evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute•~r. agreement they . ..-\. . . are designated as tax free~ of the United States, or any state, or political subdivision. thereof, or· of any forei~ country, .which are owned at the time of death; all wearing apparel, jewelry:--;:i;l,~erware, pic-·-• . If'. tures, books, works ·of art, household furniture, horses, carriages, automobiles, boats, and any. and all other personal chattels of whatsoever kind or nature, left bydec:;edent, together with. the fair~y estimated market value thereof; all bonds and mortga~es held by decedent and of all claims due ~d o~ing decedent ·a.t.the· time of death,·-and all promissory notes or other instruments in writing for the payment of money· 0 f which decedent died possessed, of whatsoever nature, With interest .thereon,. if any, glving the face value and estimated fair market value thereof, ann if such estimated fair market value be less than the face value, it sets forth brlefly the reasons fof.such depreciation as to each item; all moneys payable to the estate from l:j.fe 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. . ·.~ In the case of securities of close or family corporations, the values reported. are as far as possible ~ubstantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the date of death. .The schedule also set·s forth t.he .interest. of decedent at the time of death in any co-partnershfp 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 s'aid co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) togethe.r with a statement setting forth the character of the.b~siness, its location, and such other facts pertaining to the l;msiness as may be pertinent to a fair and jus't appraisal ·of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the f.air market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death,· or intended to take effect in possession 'or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whol)l 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 instrum~nt creating the trust. TherA is also set forth in said schedule a list of all property, real and personal, with its value, which pa~ses· at decedent's death by virtue of the exercise by decedent, either individually, orjointly,with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the wil.I, deed, or other instrument of another, with a copy of the instrument creating such power :a.ttached 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 f~r life ~nder deced~~t'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 i~t~~gibi~·;_;·~:·t.andfng in the name of ·the decedent and others, plus the date and place of record of instp.llll~nts'.'effecti!lg the vesti ture of real estate and the date of acquisition of personalty, plus the name,. ad4res~.and rel~tionship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth full.y 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 a'dministration o.f this estate; counsel fees and fudiciary' s. commissions· paid or to be pa.id; 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 'tmpaid 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- tr'ons, 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 ciaiming 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. "C"' "E", and "F" as directed therein, ~~~.;~4~~ ---·------· · ..... 9..«. .. ~i.P..~.9 .. ;!;.P.: .... e.~.r..~.~.t ...................... ~ .............. ~ ........ " ... (Street Number) ... Mono.ngah.e.1a .. , ..... Pa ................ l5.0.6.3 .......................... .. . (City or Town and State) NOTJt:' B'e'fo'~~ 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, s~c~rities of close or family corporations or an interest in any co-partnership or business, that the data and statements required uhder the paragraph above relating to Schedule "B" are attached. Also make '<.i. certain that column #i in the "SUmmary" has been properly completed as above-directed. 'I ~. RCC-34 '(1-64) CO,MONWEAL TH OF PENNSYLVANIA DEPARTM~NT OF ~EVENUE 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 described by lot and block number, street and street number, together with a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm state number of a- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be d~;~ducted from this schedule. ALL that certain lot or parcel of ground situate in the Third Ward of the City of Monongahela, Washington County, Pennsylvania~ which is bounded and described as follows: BEGINNING on the northern side of Main Street at the southwest corner of lot now or formerly of Jennie Kerr; thence extend- ing northwardly, along the western side of said lot now or formerly of Martha Bush; thence westwardly along the southern side of said last mentioned lot, 50 feet to the center line of a private alley; thence in sa~d-private· alley and along the ~asterly side of lot now or formerly of Carlo Pierantozzi, 140 feet to. Main Street and thence eastwardly along the northern side of Main Street, 50 "feet to the place of beginning; being a part of Lot No. 10 in ( 1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE the Mary Chess Addition to Monongahela City. Together with and subject to the rights of way appurtenant thereto. Improved with two story brick duplex dwelling house known as 721-723 West Main Street. Source of title: D~ed Book 462, Page 672. . $3,700.00 $14,100.00 ' 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. $14,100.00 (3) DEPARTMENT VALUATION CAUTION (Do not write - In this space) jl-/, /001;J, /~OOrJ.Oo / RC9-35 COMMONWEALTU OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT :! SCHEDULE "ll" PERSONAL PROPERTY ··INSTRUCTIONS: This Sche.dule 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·rurn~shings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasm·y certificates, cash on hand and in :bank, stocks, mortgages, notes, together with accrued interest or rl.ividends, sal! aries 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 Llst and describe fully UNIT VALUE ESTIMATED MARKET VALUE DEPARTME~'T VALUATION (Do not. write in this space) . 1 .2 Clothing and Personal Effe6ts Furniture and furnishings per appraisal of H.S. Post, adjusted by sales Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. No Va::!,.ue X X $2 '7 4·-9--·26 r ~ ~ 1\,. '·- Rq.c-36 ·COMMOOWEALTJ! OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE. II C" TRANSFERS RESIDENT DECEDENT ( 1) (2) (3) Did decedent, within two years ofdea·th, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) No Did decedenh 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 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 proper·.;;; without receiving a valuable or adequate consideration therefor which was to take effect in possession or. enjoyment at or after his death? (Answer yes or no)~N~o~----- (a). \Vas there any possibility that the property transferred might return to transferer or his estate or be sub,ject to his power of dispositlon? (Answer yes or no)-.,~;1:~-~JO;J..· ____ _ (b) What was the transferee's age at time of decedent's death? (5) Did decedent in his lifetime 1nake any transfer without receiving a val_u_a_b_l_e--an-d--adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) .N~ou_ ______ __ (b) The.right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) __ ~N~o~----- (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others ____________________________________________________________________________________ __ (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) No · (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter, amend, or revoke, or which conld revert to decedent under terms of transfer or by operation of law? (Answer yes or no) _..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) __________ __ NOTE 1: The answers to these questions should be supporte.rl 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) .. • '' L RCC-38 • I o .;.. CCMMONWEA,L'IH OF PENNSYLVANIA THANSFEH. INHERITANCE TAX RESIDENT DECEDENT · SCHEDULE "E" JOINTLY OWNED PROPERTY HiSTRtTCTIOf'S: This schedule must disclose all property, real and personal, owned by the decedent ,jointly with another or others, including intangibles, standing in the name of the dP-cedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated tmder Schedule "A", plus the date and place of reco;d 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 ·or acquisition, and the name, address and reiationship (if any) of co-owners to the decedent. 1. 2. Description of Property, Date of Acquisition, Name l Unit Percentage Estate Address and Relationship of Co-Owners, and Place Value Share Valuation of Record of Instrument, where Real Estate.. 1 Checking Account No. 210-5981 in the Pittsburgh Office of Mellon National Bank and Trust Company. Established February 2, 1962 in joint names of Decedent and Mary H. Sloan, 904 Lincoln Street, Monongahelq, Pa., her daughter. Date of death balance (less out- standing checks) -$667.92 50% $333.96 Savings Account No. 1435807 in Monongahela Office of Pittsburgh National Bank. Established jointlJ with Decedent and Mrs. Mary H. Sloan on March 10, 1964. Date of death balance -$1,860.83 . ' 50% Insert this total opposite "Jointly Owned J?roperty", Schedule -"E" in the "As Reported" column on the.last pag~ of this return. 930.42 DEPARTMENT VALUATION CAUTION~Do not Write In·· This Space. Value of Entire Property I I I ' I l l I ! Value of Deced,ent' s 33~ 9~ I ' I I I i I $1,264.38 1~ kq.J1 ~ f!/. ;j I h ·. RCC-;37 (12-63) .. • • f.i- COI\11\ION\\"EALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses oi all ivho ave an interest, vested, contingent or other wise, in estate) Mrs. Marv H. Sloan 904 Lincoln Street t ' ' .. 1.. ·' Monongahela. Pa. 15063 - Mr. Joseph A. Herron 660 Busch Garden Lane Pasadena • California 91105 . . SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forU1 this fact.) OR NO BIRTH Daughter Yes Joint bank account and 1/2 of Estate 0. -0 Son Yes 1/2 of Estate ' 0 . Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE NO EXCEPTIONS Will Administration· . I No. Year .................. . r.-l THE ~lATTER OF THE APPRJ\ISEMENT ,·oy THE ESTATE 'OF CATHERINE D. HERRON . . . . . . . . . . tri~~~~~~d . . Late of .... No :no pgahe.la. ~ .. County of ... Wasbingt.on ... Commonwealth of Pennsylvania ·REPORT AND APPRAISAL (Executor-Administrator must complete "As Reported" column #1.) 0 ..... ·o "' "' ~ >< .I).) ·cr-.<b 1:%:1 ·"' ...... • I).) ...... (1) ::1:4 ..., ·'"d ·~ ·;0 ·~ .~ .~ :1-'-.::s ·"' -: ;:s :la-, :8 '"d . :c-t (1) :!).) ..... t~-........ ·~· ·-0 ·~ ·"' . ..,j·'.g .... . .... :o .g .~ :~ -~ :::s ...... :ro '< :p. :'"0 :'i :o io :ro :'i :ct k! :U'l ·c :~ ;~ ~: : ·' < :5; :V.I...-.,,,..-....·~ ~ :0 .U'l ;U'l ;U'l . :::r g. :g. :g.. :. :. ·. :'· ec1 ,~ ~>. -~ ·~ ·f./9 ·~ ~ ~·:(,& t-': :co : '" f--1 _..;f.:t;;"·. :. .&.\· l6i·- .','II ·:r ;p ~ .. :0'\ :I :.l::" :o ... :1 w: :ro: . ...... :;: :I'\) :-l=" ·"' .... .. ~ :-.;J ..._, . (1) - '~o-~·-:'f'· p ~~ ~ :,r.0 0 ~ :\:)) 0 ~ :00 ·'00, ·~ :~ ·'fP. ~ ~: "-~: "-.: ~: .~. \\.\ ·. -...;'. :~ ·.~ ~ \.-\! ~ : ·~ ..;~,_;__;:> : .·1'.....;.':-r. :--.J . ~ ~t:l ~~:~~ .~.r; N :·. r ~g.~ ~ () ·-' :V.\ G ~8.. . .,_. '• {; -· "-~ •' ·.· ... ti' . ' ... ~·. ···.~.:·~~~ ·?:~.:.-·-., .... :··J.·:-".'!':· •.. ~ .... ·~· ..... ~ ... .:.. -:.. ·.' ·. ' '-_.;.. .... -., ·.! OFFICE OF THE ··<!': . ,._; . ,_,_,...R-tiGIBTER. OF WILLS OF w~~hington STATEMENTOF DEBTS AND DEDUCTIONS COUNTY. · E~~ATE oF CATHERINE D. HERRON . t:ATE oF __;_M.:..:o::..:n:=..o::..:n:.:Eg::=a;:h~:.::e:.::i:.:a::.:.· ----'---------- DATE oF FILING APPRAisEMENT ----------'-DATs oF DEATH April 28, 197ll. DATE S/li' 71 ·f)/27 71 F.)~/ 71 M22 71· t:./?~ ·71 _6J.~O 71 ' 7 i7 71 ' I , I I _NO. OF VOUCH~~ NAMii: OF .PAYEE Register of Wills Washington County Reports ·.Tnhn ~m1 nko West Penn Power Co. .Sewa~e dis"Qosal DailY Herald · Eduitable Gas Co. John Sminko 7/7 71 Helen Marie Doty ""',..,.;.. "'"' ~Tn'hn l::l.m .. 'l'lkn · I, .JV I ... !REMARKS Probate costs Estate notice Caretaker Electricity Estate notice Gas 1971 County_ Tax Caretaker Electricity 1971 School Tax. Caretaker ·Ria 71 West. Penn Power Co. Electricity ~.J..#.-;~r"-"'"-t---t-..E.S:~~..E!.!!!..~~::..:..~~----+~~~::..::~~~~~--··~·~~ ---;!f,J-:---+------11---. Ins uranc:e' 37T13o -....... R~/....;;L-.qt-7L..:!l!:_. t--+.:.::-S:!:m~i~t:..:.h_:&::........:D:..:o::..::u:.!::g~h=er:._t:!y~. ___ ___:_JJ.(.J.l . ..ruiJ es s§___Jr~et!f:.y·u,nng_d:.....,· l~Q~~j~:r~:-eL··· _.....;2~·6':~Joo '\·1 • h'.f,.; :....:_~----=~-=-=-- R /')":1. 71 Q/lfl 71 9/~8··-71 n/'JC': ·71 ., ..... •."'' I .1...- 1 n Jr. 71 .. . _in/1< 71 ., ., ,, . 71 .Tnhn A McCaus · John Sminko F.nuitahl~ Gas ·co. ~t:>t.rs:a crt:> ~::u~re,;i c e ~TI'\hn l::l.m1 nkn · ·· 'P1 +:t:J::h~~,..gh National Bank Hubert s. Post T F~rst:_~~~eral Savings & ~~...,·1C!Qn~ riP Monessen Gas Caretaker · F.l ~etrici tv Gas Caretaker. Service charge Appraisal . S~llers share :reansfer tax co~~.,'?NW .. ~·f..,LTH oFJPENNSYLVANJA } · · . \,, ' '.',//. , ~ c·&urhY. 6F-.l -;c.·v~-~-z:;::..... · so:_ . 20 0 5C or in realty sale 141 . . :':~.·:··· :.::-:~--.····: ~__.( 4 -/~44~~··. : • <.J n ~ -'; · ~~ . HEREBY CERTIFY, THAT. TO THE BEGT OF • NY KNOWLEDGE--'ANO 'EJEL'iEF THI!: FO GO . . . . . : . ; , '-·. •· ,. . · .,; : • lNG IS .A JUST AND TRU·E STATEMENT OF DEBTS, FUNERAL ·EXPENSES AND EXPENSES ·oP' .: ,...,O~INI,SJRA'f'ON;· SUB.M'J.TT.ED TO ·THE ESTATE OF . · · · . . . · : . :, . ' . . . :· ' . · --..._.CaSED, AS DEDUCl'IONS F'OR 'C;:~~i:.:~r:::L:;::::·..,o., METHoo ;;,d o•v ~ ~~ <L '' . ...-L' . . . ,,, • . · .• ~, ...... ..,..l. ''.-L, :#'-· . . · ~;t)i:P~_. ~ ??/. ~ ~~ D . . ..• LORENA W. CLARI( NOTARY PUBLiC · WASHINGTON, WASHINGTON COUNTY • MY. COMMISSION EXPIRES DEC. 30. 1974 Member ,PennsylvaniaAssociaUonof Notaries - .-·- 00 86 00 QO . . . ';;~: ~-.-ii . ~·~~.-t~~ ... ... _:· __ .. ..'::>-,_·¢f7:.7~x=·\:;:~;-~~:~+~i·:J~::.,~~; :~:~:·:·~:.~;·~-.4~~;~;;i,~;s~;:~:~;~l~~;;~r;-;1J;.••-~:~~-:,,_':·_.,:;,~~~~.i:"';~~~~~~;~.:~;~?~~-~_:;:.::·_.·~._·:._·._:.:·_._.~.~-:~~--_-_,..._'_.:,.'_.:~1. .'.: .. _-. .:..~::.;-----~---, :: .. ' . ; ~ :.: _.· · .. .. . . · .. :·_.· ... ':. : . . .. :'; .. ~ . . . . . ~ . . ·. . ·. · .. •': .· ''··: .. .. · ... ·: .. ·. '. ~Date: .. .. ·_12/B/71 ·: ... 12l$!7i .. ··•. .... · .. ._.· . -~ .: .·· · .. . .. ' STATEME'NT' .OF· DEBTS 'AND' DEDUCT.IONS' .. '·' · .. ·.OF .· · ·· ,. . :.·.· .· · · ·ESTATE. OF: CATHERINE D·. iHERRON : · • > •. ' ·· ;<·(Cont'd~~) ... · ···. ······-:·.·· ... 'I . ..... . : .... •• •• ;1 .· .l " '· ... -· ·. :· ~ ... ,.-.·: . ·. •' ·::~~ . : · .. ·: ·_ ~·.: -·.·' . .. '· ·. . . . ~: . . . .• .. ··.: . ,1.: .• -.. ··.- . M6nongahela>~Jater: co~~-.. ··· · · " ·water;· :. ' . ... . ~-- Monongaheia-Au.t.harity· . . .. ..· .. · .... ·-·· . . . . sewer:,_,.t.~nt.: ~--:\' .. .. · . .. -El~ct.ric ·.service . . . . . . .. · . ·' . '12/i4!71· .· ' .. .-·.· Mary H .•. S_I()aq ;•<.:. · . Ex~.cu:t·r~~': ·compensation · ;12/i4.fTl'~ .· : :McCre.ight~ Ma~r'in~r and.: . ·. · · · · · ···' . .. · · ; .· · ; . M;ccreight · · · ·· · .. ···A tto'~!l~Y r~es : · · ·. -'-... · .. :. '12/14/71 .. .· .. :·12/14/.71': .· . .. . . :· ... :· 12/1.4/71- . . . . . . : . . : · , .. :Ru-s:seil. r~~r-ino., R-e:gts.fer_·. :-.-Filing Inventory·· . , . · Russ~11: ,Mar:irio·:.; .. Regis tf:r' .::''. Ffl.:i;.'rig: Ac.c'o.unt,; . .-r·. . _-; .. . . . ·-.··''·Notary r~es •-·· · :··. (;· . ·_5/3/71 .. -, •.. >:, • .. '. .· ' : L .• ~. ,M .•. Frye· · · . · Funer?--i · ·.6/4/71~-.. : .... 5/2ij/71. : 5/2'4/ti. .. . ·5/24/71.. 5/24/tl··.· . . 5/-24/7.1 .. : .·. . 6/2-3/7:1: . 9/1/Tl ·. ·-. . :' • l'f' _., · : s.erv±.c·es :. · .·. .. . . . .. · · Gr-avestone··.· · J-a~es A-;,Titrtent. .... :.· w·est Perm Power co·. ' .· · ...... '·BilL.: .. Equitab~aGas Co~: . . . 'Bell .T~l~phorif ·.·.· . .. .· ~ . . . Monongahela City Water~ cornpariy Locust· Grqve Farm. John ·N. Rober.ts · . ! ·'Bil-L.. 17. 44 · (less: refund · 3. 04 . ·.·. 'i• .. ·._:··:..·-.... :._ .· .·· .• i3±.ii ': .. ·· .. , ~ Bill for M~r~handis~ · Bi;LL: '.-·. ··. '_ .. Resilvend.ng b.ilL Less-income credit from real estat·e. rentals ... _ .. ,. ' .. ---· ··· .. ·-~~;00~_-qo< :·· . ~ : ·. . ' :::.(;6;. 50 ' . -. . . ~ ... ' . . . -..... . :'· ··}.'20. 00; •. ,;' . 5·. 00 .. . . . ·- 1,57CJ.OO·· -:· ... ::}.-2 5 •. 0 b. ' .· ·. 420 ~:00 .. · .(fjj). : .. _~§)· -~--:~ ~ 85~65 .. _ •. ·.:: . s~ 4·o·. · : ll.l.~ 50-.. $4 '8.09 ~ 4 2 .... -~· ~ • =--.- ~ ·r-· 1"""-i, -,....., Ffi· ' c::n, ~"' .. -p -:.:X .; uy (,'9 =J RCC-81 (6-71) COMMONW.EAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE . BUREAU OF CQUIHY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT J1.1ARY . HERRON SLOAN IN:YOUR REPLY PLEASE. REFER TO lnh~ritance }ax Division ,. .f '·:··: .. "~; ~~~ 38-171-6 In R e: Estate of ---:---"C_A_T-'HER---:-INE---,-_D_._HERR---,-_O_N _____ ~------ WASHINGTON County -File No. _6...:c3_-...:..7_1--'5'-0-'4'--~---=-- Dear· Mrs. Sloan, You are here by notified that the __ __,o.,.r...=i~g:J...,.·....,n.,a.l,.,__ __ --'-'----'-------- appraisement in the estate of CATHERINE D. HERRON has been filed. in the office of the Register .of Wills of--, . ..JLJi\~~.~:TA...._Su.H~..~.T-1.1N""'Gl..I..T-'"'OuN _____ ~-- County on December 22 , 19_11_, Said appraisement reflects the following valuations: Rea I E s to te __ --'---'14=;z..::l:.:O:..::O'""' • ..::.Q..:::.O~-'---- . Person a I Prop e rty-.,---'2"'-l,LJ7...::::~4'-"9~·=2.._5 ----____,.....,.._ T ransfers_---:----..,.----o-.,------'----- Jo intI y Owned _· --,---l"=.,S..!; 2,_,6=4"""'"""3=8'----------T~tal _· ___ -'----_,1,.8~,11,_3~. ~'-"6'""'-3~----,---- As to such tax that is paid· within three months from date c)f death, a five (5%}. percent discount is allowable. As to any tax that remains unpaid after nine (9rmonths (fifteen months when dea"th occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965} from date of <Ieath, interest at the rate of six (6%} percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. · Date --~D~e~c=em~b=e=r~2=2~,~1~9~7=1~-Signed ___ F_RA_N_C_ES __ LE-:-0-~------ Title --~C=H=m=''-A=P:...:Pcc::..RA::.:...:.=IS.:...c.ER....::...:_ _____ _ D~TE OF DEATH: April 28, 1971 Note: This is not a bill. j r I " .. Roflc-39 ts-slh _r COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ~- SUMMARY Estate of HERRON CATHERINE (First Name) DATE OF DEATH 4-28-71 FILE NO. 63-71-504 • (Last Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of \IJASHINGTQN 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: __ D_'_e_cem_b_e_· r_2_2_,?,::........1....:97~ih::.___ INHERITANCE TA>f:APPRAISER ~~ 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 annuilies .... , .... ~ . . . . . . . . . $ --------~--- ESTATE TAX ASSESSMENTS $ _____ ..L..__ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on·$ 2% Tax on $ -----------------+----@)' $ ___________ -4---- $ _____________ 4----- Tax on$ 5% $------~-----4----- fixoo$ lK .$ ------------4--- · Tax. on $ 15% $ _____________ -+---- VALUE AS REAPPRAISED $ _________ 4--- ~~ptioos o Total Estate _____________ ~--- . ·TOTAL TAX $-~----------~--- (*) As evidenced by. Charitable Exemption Certificates issued by the Secretary of Revenue. · Less tax previously paid $=======4== BALANC.E $-----+-- 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 $' _____ ..J..__ Add interest at rate of 6% from -----------(0---;,__ __ __ $ -----------+---- TOTAL TAX BALANCE $ -----------+--- PAID $ -------1.....-- 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 t No ...... IN THE Year MATTER OF THE APPRAISEMENT _ OF THE ESTATE OF• _.CATHERINE __ D. __ .HElm-ON __ _ ·-·-Deceased Late of_ MONdNGAHELA--. -----------------·-.. -.-.---- County of _ __ WASHINGTON Commonwealth of Pennsylvania -REPORT-AND APPRAISAL ; 1 ·i~ •; :i j ·, '.: •' -; r; ·t . f.;~ r..,, ·!·· '.<' ... ?. ,: -~ I .-:- Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX DATE ............ DecembeP····2·2·1·····l.<f7·1··········· COUNTY .... E{A5.HlNG.t.ON ........................................... . DEPARTMEl'!T OF REVENUE -·~ BuREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 1 7 1 2 7 , APPRAISEMENT FILE NO. . .... RJ..~.7J.:~.5..Q4. ............................................... . Whereas, ............................ G.A'r.H!m.~ ... P. .•..... ~9.N ....................................................... late of ............ MONONGAHELA ......................... -............................... . in the County of ............................................... WASHINGTON ....................................................... Commonwealth of Pennsylvania, having died on the .............................. ?.?.t.h ...... : ............................................. day of ................... .A.Pr..U......................................... 19 .... 7l.:., seized and possessed of an ·estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .......................... FR.ANCES .... LEO ..................................................................... , 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. Description of Aaset Unit Values Appraisement Made for Inheritance Tax Purposes $ . . REALTY: SEE COPY OF S.CHEDULE 11A11 ATTACHED TO APPRAISEMENT \. liJ. . 1 ()() ()() . , PERSONAL: SEE; COPY OF SCHEDULE 11B11 ATTACHED TO APPRAISEMENT 2. 7L .. 9 mJI'. HELD: I' SEE COPY OF SCHEDULE 11E11 ATTACHED TO, APPRAISEMENT 1 . ?hi total ........................... ~~ ........... . : I ~ ,. ............. WASHINGToN····· .County I• I RESIDENT INHERITANCE ~AXAPPR#~El\IJi:~!;.; ;;o;·c ·:· ':.:.:. , . Estate of CATHERM .. D:. .. HERRON.':: ....... : ........... .' ...... · ... : .... ::·.,< .... : ....... ~ "" ,~ ... · .. · Deceased. Late of ................................. l~ONONGAHELA'····· .... ·:··· ................................. . Date of Death, ..... : ........... 4-ZS-71 ..... : ..... : ............... : .............. . Appr~is~me_Ht .·Docket Vol., ..... :·:·:J.8._ .. : •.• : .... , .................... .. ' Page,· .. 171~.6 ............. : .............. No. 63~.71~5.04 ......... : ..... . Filed in Register's Office, .: .. D.ec ..... 22 ............ 19 .. ?.1 .. . . . Amount of tax due, $ ............................. : .................... : ........... : ..... .. , DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote ab·o.ut Appta.isement, Appeal fMm Appraisement, . . Entered and charg_ed, i .. :·· :' 0 '• A.~ . -~: . ". ''· .-,,_ , ... :.-.". ·' ,: •• <:"· .:· !' ... ~ ..... ·i1 .... .·.· ·j ::: i