HomeMy WebLinkAboutOC1971-0505 - ESTATE OF CARTER~n t4t <ttnurt nf <tinmmnn Jlrns nf llnB4it19,~U <a1.1u~tyf
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ESTATE OF No. 63-71-505
Robert H. Carter a/k/a In the matter of the·_~F=i-=-r.=.s...::t--=.an~d:::::.-=-F-=-i~n~a .... l_
Robert Carter Account 0 f _ ___,C....:e:..:c...,J.:..:. 1=--:H=-=-. _..;:;.C=1.;;:::uc.;:;;..t..;:..t...;:;.e=r---
deceased Executor
ADJUDICATION AND DECREE
And now A pri 1 , 19..1.2_, this matter came on for hearing,
audit and distribution at this session and testimo taken; and thereupon, upon due consideration
therepf the balance for distribution in ·the hands of the Accountant is determined to be
$ 4, 399.34 and the account is accordingly confirmed; and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed
sec. reg. or an appeal be taken herefrom sec. leg. ,------·
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SCHEDULE OF DISTRIBUTION
Balance per account
Additional credit asked at audit
Balance
Deduct Clerk's Costs & Receipi-c:
Attorney Frank c. Ca.rrol J
Ivy c. Wolfe and Zoe v. Carter, claimants, for
care of Robert H. Ca.rter, as admitted,
Russell Marino,
tax,
A.gen t, transfer inheritance
Ivy Wolfe, sister, legacy, c ash,
Zoe Carter, sister, legacy, cash,
Everett Brewer, legacy, cash,
Union Valley Church, legacy, charity exemption
certificate filed,
2.1_2
20.50
I 2300.00
90.00
Sal vat ion Army, (McCreight Marriner & McCreight)
Esqs), 1/2 residue, (Charity exemption certifi-
cate filed,), 444.42
T. B. Association (Washington County Tuberculo-
sis and Health Association) (McCreight ·····
Marriner & McCreight, Esqs.j, 1/2 residue,
(charity exemption certificate filed, 444·42
$ 4,401.5
$4,399.3 4
$4,378.8
~s;
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$2,078.,8
/5/ ' #
No balance
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KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid
on the 17th day of May A. D. 19 71, before me,
, Register for the Probate of Wills and Granting Russell Harino
Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania,
the last Will and Testament of
ROBERT H. CARTER
late of East Finley Township, in the County aforesaid, deceased,
(a true copy whereof is to these presents annexed), was duly admitted to probate; and
C E C I L H. C L U T T E R
the Executor in said Will and Testament named, having appeared before me and taken and subscribed
the oath of office pr,escribed by law;
NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do
grant these LETTERS TESTAMENTARY, unto the said
C 'E C I L H. CLUTTER
committing unto h i m the administration of all and singular the goods and
chattels, rights and credits, which were of said deceased, and requiring him
to exhibit a true and perfect inventory thereof into the Register's Office, at Washington, within ninety
days from the date hereof, and to r,ender a just and true account of said administration at the expiration
of six months from the date hereof, and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said
Office at Washington, this s e v e n t e e n t h
day of May in the ye~r of our Lord one thousand
nine hundred and s e v e n t y -o n e •
....................................................... ~ .. ~·~ ...... ,
Register
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i\ffi~auit ®f 1-Exrrutnr ®r i\~ministratnr
t;tatr nf Jrnnnyluanta. t .H.H:
(!l.nunty nf DJnn4ingtnn ~
~3-7!_505
Personally before me, the undersigned authority, a ................ ~~.~.~.?::Y.: .... ~~;~.! .. ~.~ ...................... in and for said
County and State, appeared ............... ~.!::.~.!.! .... ~.~ ..... 9.!.~.~ .. ~.~E. ................................................................ who, being duly
sworn according· to law, deposes and says that hCARi£Rhe executor cil.~mKof the estate of
....... RQ~.~R~ .... Jl~ ..... GAB~~~·'·····~./~/.~ ..... ~Q~.~~±./.. ....... deceased, that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of.. ......... ~Q.~~.~! ... J!.!.; .. ~.~.'!];.~ ......... ,
deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each
item made by the above named Executor ~.
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Sworn and subscribed before me this .......... Z.......... l //;_, r /) l'j / /)_ /J .-J.--1--:
day of.... ,g,J)Y,g.l:.Y. .. ~ .......... a;.19.?..?. .... _ ~ 1 .. ~ ... ~~~~~~~
~sh. dnn Wasg~t~~k~t~~ ~c·~;:;~~···INSTRUCTIONS
Y co 1 9. ~ 1~~ i5v~gdSry ~us~t nteJ 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
lluurutnrg auilJ\pprai.armrut of the goods and chattels, rights and credits which
were of ......... B9..~~.BI .... R .. ! ..... ~~.B.~.B .................................. late of ........ ~.~.~ .. ~ ..... f.;.~.!.!::.Y.. .... :!'.~~.~~.~!P. .................... .
Washington County, Pa., taken and made in conformity with the above affidavit.
REALTY: NONE
PERSONALTY:
Checking Account in Mellon National Bank & Trust Co.
Claysville, Pennsylvania -Acc·ount No. 419-3647
Savings ~.ertificate E-58083 with Mellon National
Bank & Trust Co. dated 12/16/68
Proceeds from Prudential Insurance Co. on life of
decedent -Policy # 3-688-202
Savings Account No. S-1848 in First Federal Savings
and Loan Assn. of Greene County, n/o Mrs. Nannie
Carter (predeceased survivor) or Robert H. Carter
TOTAL PERSONALTY
REALTY
PERSONALTY
DOLLARS CENTS
NO~E
356 36
1,012. 91
2,178 74
3 449 47
6.997 48
NO~E
6_._997 48
TOTAL ESTATE -1-1=:6 =9=9=7===1=4=8====-
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY, ~ SS:
The within named Accountant being duly sworn according to law, depose Sand says that the above account
t t d · t d he does ·1 b 1· ass a e IS rue an correct as .......................................... ven y e 1eve.
Sworn and subscribed before me this ........ :.! ........ .
day of .................... J~-~~~:':.Y. ............... 19..?.?. ..... .
--~~---------Notary Public
Washington, Washington County, Pennsy vania
My commission expires Feb. 20, 1975
Warshington County, ss:
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I do certify that I have given legal notice ·to all persons
concerned of the filing of the within account in the manner
prescribed by Sta·tute and Rule of Court, as evidenced by proofs
thereof filed to No ..... &..3.-:..'Jd:::.l .............. .
Witness my hand and official ·seal this .... ./P .. 0.. ........... .
dayof .. ~---···································· 19J&.
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Register of Willis
., ·.
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The First and Final Account of Cecil H.
Clutter, Executor of the Estate of Robert H. Carter, ~/a Robert
Carter, Deceased, late resident of East Finley Township,
Washington County, Pennsylvania.
PER INVENTORY AND APPRAISEMENT
Interest from Savings Account in First Federal
Savings & Loan Assn. of Greene County
June, 1971 36.24
December, 1971 37.14
Interest on Savings .Certificate with Mellon . .
National Bank & Trust Co.
TOTAL AMOUNT OF ASSETS
Total amount of credits claimed
Balance due
6,997.48
73.38
20.64
$7,091.50
2,690.00
$4,401.50
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The Accountant claims credits out of said estate as
follows:
PAYEE REMARKS AMOUNT
Brownlee Funeral Home Funeral expense 1 '906. 00
Brownlee Funeral Home Death Certificate 2.00
Cecil a·. Clutter Executor's Commission 355.00
Frank c. Carroll Attorney's Commission 355.00
Frank c. Carroll Reimbursement of follow-
. ing cos ~s. ·.advanced: 72.00
Russell Marino Letters 20.00
Observer Publishing Co. Adv • Letters
~ . 14.00
Washington County Reports " 14.00
Russell. Marino Filing Inventory 3.00
Russell Marino F~ling Account 16.00
Marie Guidos Affidavits 5.00
TOTAL AMOUNT OF CREDITS CLAIMED $2,690.00
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.. _,. .. Observl -Reporter '"'
WASHINGTON, PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the News.paper Advertising Act of 16 May, 1929;
P. L. 1784, a,s am~mded.
Commonwealth of Pennsylvania, County of Washington, SS: .........•..
Personally appear·ed before me, a Notary Public in an<l for said County
Richard S. Cowan . and State, .............................................................................. , who bemg duly s•worn
according to law, deposes and says that he is the .. .V.ic.e!'!'!P.re.sident
of the Observer Publishing Company, a Bennsylvania corporation, and its
agent in this behalf; that the said Company is•. the owner and publisher of
the Observer-Reporter, succ•essor to The Washington Observer, established
September 18, 1871, an<l The Washington Reporter, ·established August 15,
1808, a daily news•pape.r of general circulation, printed and published and
having its place of busines•s at Washington, Washington County, Pennsyl-
vania, where it or its predecessors have been established and published
continuousiy for more than six months• prior to the publication of the notice
h·ereto at:tached; thrut the printed notice m.· :tdvertisement hereto attached
is a ·copy of an official advertisement, ofl'.r:i.:.i. notice, legal notice or legal
advertisement, exactly as printed or publi~.hed :n the Obverver-Reporter in
its regular editions on the following date or 6 ·.tes; ........................................... .
............................... Ma:y .... 21.~.2.8. ... and ... June .... 4., .... 1.97.l_ ........ : ................. .
that neither th'8 affiant nor the Observer Publishing Company is interested .
in the subject matter of said notice or advertising and that all of the allega-
tions• of this affidavit as to the time, place and characte·r .of publication
are tru-e. . ............... · .. ~ .. 1.~.
Sworn to and subse~Jefore me this ...... 4 ... ~ay ~ ... J.\m; ... J.9..7..1 m~;:i~~~~
MY COMMISSION EXP_IRES MAY 6, 1972
.. ~:=~~~itE"~
ESTATEt.Or,IROBER'r.IH!"CARTER a/k/a RO,SE:RT{CART~Ii,·dEceased
late· .. o~.J.Ea;>tlJ.Fini.eJ~TOWf!Ship, Wasi11J!gtcnJ..Co.unty'l'(~ennsylvania
Letters,' ':restarn~t;u·y,~ul:mn the ,above,es.ta1<;!tl!avi~r9een granted to
1 the undersigned,',! notice ls hereby
1 g'v.en 1 t_o; thos~ ;,1md. ebted =the·.reto to
1make Immedmte'i'•payment and to those ·having. claims or demands·' to 1present them "for settlement ~ · · ~'t{' .· , -c~cn,B:. Clutter; Exec11i6ri"! ,, .. R. D ... l ... ;-.. ,
·! .Nineveh, Pennsylvani~,ll., ~~rank C. Carroll · • • l. -= ' '11'~" · ' ."'!Attorney . · . , ... 1. \
33 W: Beau Street -· .~::-\::J"i, i Washington, Pennsylvania . -' ·
-.....-J_l]20-Ji'r~-3t ;
. . . (. ). ·~"
W ashmgton 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 officia!l legal periodical for said Washing-ton County, published weekly
having its place of business at Washington, Washington County, Pennsylvania,
and is acting as its agent in this behalf; that the said 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: ·
............ ~~:}!. .... ?..?. ........ ~.?7.~ ................................................... ..
............ J.~n~ .... ~ ...... ~.Q ...... l97.~ ..................................... :
E~tat.e. N-s
The Register of WiJls 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.
• • • • • • • • • • • • • • • • •
CARTER. ROBERT H., a/k/a ROBERT
CARTER. Dec'd. · .
Late of East F-inley Tow.nship, ,wash-
ington County. Penna. ·. Executor: Cecil H. Clutter, R. D. 1, Nineveh, Pennsylvania . ·
Attorney: Frank C. Carroll. 33 W. Beau Street, Washington, Pennsyl-
vania
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the
allegations of this affidavit as to the .il»ace and character of the publication
ore tru•. . __ t::!ia).[/a _____ (d.,~~
-------~~~~~-~t~~-
Sworn to and subscribed before ~ ~ -~~~-""'~ .... ::--~
J 71 . ~--c:; :~ .. ~ c ~/ r-. ....... ~ ..... -.: ~;~ lOth day 'of une 19 ~ ~~ '(;:j ~= •. ,. ~ •-' ..:' . ·. ~ -~,. ...,.. } :·a~::;:z..:: .. ll~ry ...... p .. :~b:::l;.~.: : .. _ .;'u-, ~ .:,". ·. :~ c· .. cr . r),.· "·. . ............ ,, .... -~
,...;;.,r,_ • ,;'""'~)~·_..·:"':. . .; JOSEPHINE T. SCIAMANNA ... ,-. ., . -. _,. ,,._ ~.
Notary ~ublic, Washineton, Washington Co.' .. -~~':·~J'i';~:; ~
;,L My Commission Expires July t c:74 ~.:__---,· · ·
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In the matter of the Audit of Account in
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Estate of __ ~R~o~b~e~r....!t"-.lH~. ___,C..,a,._,r.,__..t_,e'-"'r'-it~----1
Deceased.
505 of 1971 No. __ ~::.=--=:.=---=~'-=----------
TO THE AUDITING JUDGE:
Enter __ __.:::m::.;yL.._ ____ appearance for ___ ---=C=-e=c-=i:.:1:::......:H:..=....=.•___::C::..:1=-u=-=t-=t:..:e::..:r~, --=E:.=.x.:.:e=-c=u:..:t:..:o::..:r:o__.=o~f=--t=-h=e:_·
Estate of Robert H. Carter, Deceased.
N. B.-Counsel shall, by separate pape,r, present a concise statement of each
claim, w.ith supporting calculation of any interest claimed. Objections
to an account as filed, shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
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~7 (.~. lip[~ 7 Df"i ] r.·0 /i,f, i l:;' .J
R U S S f. L L ::d . \ ~:: ~ N 0
f(EGISTEH OF WILLS
W.AS HI NGTON C 0 .• PA."
No. 505 of 1971
In re Audit of Account in Esta.te of
ROBERT H. CARTER, a/k/a
ROBERT CARTER, DECEASED~--
AUDIT
Jrarripr fnr 1\.ppraraurr
FOR
Cecil H. Clutter, Executor
Frank C • Carroll Attorney
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In the matter of the Audit of Account in
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505 of 1971
(!!nuuty
ROBERT H. CARTER, Es.ta;te of __________________ , No. _________________ _
DECEASED.
TO THE AUDITING JUDGE:
Enter our appearance for Washington County Tuberculosis and
Health Association
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In the matter of the Audit of Account in
Estate of ROBERT H. CARTER No. 505 of 1971
a/k/a ROBERT CARTER
TO THE AUDITING JUDGE:
Enter __ ____s>ur _____ appear:mce for The Salvation Army
·~----~-
----·------
McCREIGHT, MARRINER & McCREIGHT
N. B.-Counsel shall, by separate aper, statement of each
claim; with supporting calc atio of any interest claimed. Objections
to an account as filed, shall b ncise!y stated in a separate paper.
Council suggesting proper distribution shall file a separate conCi3e state-
ment in that regard.
./
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REGISTEH OF \rlfi .. LS WASH!N(~TON CO., PA.
~·--.....,.----~··-------~-~-------------------------------~
\.
f .;.--'"'. PETITION SUR AUDIT
Testate Form j
IN THE ORPHANS' COURT Of WASHINGTON COUNTY
Estate of .......... ~-~~-~-~-t ... ~~----~~;--~~-~-t .......................... . No ... ?.9.?. .. ~~--J~.?.~---····································
Deceased. Fiduciary ..... C~-~JJ ... R! ... CJ..Y~.t.~X:-1 .................... .
Executor
Deceased
Date of Date of
Decedent's death ........ ---~~~h .. l9...1 .. J~.ZJ.. ................... Grant of Le~tters .......... ~Y. .. JZ., ... J.9..l.t ......................... .
This is the ....... .F..it::s.t .. a.nd ... F.in.al ................................ account filed in this estate
If there have been former accounts.filed in this estate, list fiile number or number and term .................................... .
None
Election to take None Date Election Place of;
Under or Against will. (cross out one) Filed ·······--················---······ Record --···----···---······--··--··-·
Name of surviving spouse ...... ____________ ~~~-~--------------·······--············--·····-···----:····--··-·--···---·····-··--·---------··--··--····----·---··----·
List issue, where material:
None
Did decedent marry ,after execution of will? (indicate)~ No. Any children born after execution of will? (indicate)
X.XXS. ~o. If answer yes, name them ................ ---···----···············---··--····--········--····-··-·--······---·----------·········----·---···-··----·-----·
Legatees
Ivy Wolfe
Zoe Carter
Everett Brewer
Union Valley Church
Nannie E. Carter
Salvation Army
T. B. Association
Relationship
sister
sister
none
none
wife
none
none
Interest
$200.00
$200.00
$200.00
$500.00
Real Estate
1/2 residue
1/2 residue
Fiduciary, if deceased or not sui juris
List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause:
Devise of real estate to wife, Nannie E. Carter. Nannie E. Carter predeceased
testator, and real estate was sold b~})h.i~:rr.Pr.torc.tO..lhiS:.:.eea.th.
If partial intestacy, give facts:
None
Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled
to notice (Court Ru1le No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account
and of call of audit? Yes. .Wt<x
If any exception give cause: ......... ~~~~---·························
FilecopyofNoti~~ March J, 1972 and date of ma1l1ng ......................................................................................................................................................... .
Is estate subject to the filing of a Federal Estate Tax Return? ........... ~-~---····································································
Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .......... NQne ........................................ .
If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... .
Not applicable ··-----------------····--·-···--·------·--·-·-----------------·----·------·-----------------·----·---··--·------·--··----------------·----------------------·----------------------------·
Give Names and addresses of all unpaid creditors who are legally entitled to notice, tog.ether with the amounts
of such claims; state whether they are admitted to be correct; and whether the claim is denied.
Ivy C. Wolfe and Zoe V. Carter for care and maintenance of Robert H.
Carter for last 3 years of his -Jrife (March 18, 1968 to March 19, 1971)
34 months @50.00 --$1,700.00 and 60 days @10.00, or additional $600.00.
Total due of $2,300.00, is admitted to be correct by Executor. Original
bill submitted is attached hereto and made a part hereof.
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:
Balance for distribution per account,
Itemize any additional debits not shown by account: $ 4,401.50 .............................................................
None
_)
·Total additional debits (Add) $ ..... N~~~---··················
Itemize any 'additional credits not shown by account:
·. $·'
Pa. :pepar~tment of Revenue -1971 State Tax 2.16
Total additional credits (Subtract) $ 2.16 ................................................................
Balance for distribution $ .. .!±]}.?.?..~-~!7 ............. .
If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value);
Cash------------------------------------------------------------$4,399.34
~
/ ...... ..
-";.:
If Family Exemption claimed by Petition, give place of Record: ..................... ~-~~~ ................................................... ..
If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ................................................ .
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 itemizedi elections
to take in kind if balance is not in cosh: residuary shares being stated in proportions:
Ivy Wolfe
Zoe E:arter /, ·'
Everett Brewer
Union Valley Church
Salvation Army
T. B. Association
COUNTY OF WASHINGTON, SS:
COMMONWEALTH OF PENNSYLVANIA.
sister
sister
None
None
None
None
The above named Fiduciary or representative thereof,
being duly ............ ~~~-;:,~ .............. doth depose and say
that the facts set forth in the foregoing petition are true
h" to the best oL ............ J.S. ............. knowledge and belief .
..... S.W.9..~IL ............................. to and subscribed before
me this ...... Z. ...... day oL .......... MQ.t:.c.b .............. 19 .. 7.2 ..
A,_ ~ a . /
Signature of Officer ........ R.'L~ .. ,#:~--
$200.00
$200.00
$200.00
$500.00
1/2 residue
1/2 residue
And your petitioner will ever pray, etc.
Title of Officer .................. ~Q-~_?.."fY. ...... ~~J? .. ~! .. c;_ .. ___ .. __ ............................ .. .......................................................................................................................................................................... ..
Washington, Washington County, Pennsylvania
Office expi res ........ .f.~b . .!' •••• ~Q., ... l9.1.5. ......................... .
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Estate of Robert H. Carter ················································-~--------
.. §./.kl~---~g-~~-~:t; ___ g~-~-~-~;t;_,___p~~-~~-1?-~~ .
Deceased
Fiduciary ....... .C.~!;-~! .. Jt! .. JtJ~-~~~-~------------
..................... .Exec.ut.o.r ............................... .
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
case.
2. Copy of order appointing Guardian ad
litem, if pertinent.
3. Copy of Order appointing Trustee ad
litem, if pertinent.
4. Proof of service of above.
5. Letters Testamentary or Administration
C. T. A. 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.
Frank C. Carroll
Attorney
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RUSSELL ~l/~::~!110
REGISTEi{ Or VIIU.S \'ft1SH!I·~·JTON CO., PA.
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENN 11.
INRE:·
Estate of·
ORPHANS' COURT DIVISION
(
)
(
-)
ROBERT H. CARTER, a/k/a (
)
(
)
(
No. 505 of 1971
.ROBERT CARTER,
·Deceased. ·
BEFORE:
APPEARANCES:
HEARING ON AUDIT
The Honorable P. VINCENT MARINO, Judge of the
said Court.
FRANK C.-CARROLL, Esq.; of Washington, Pa.,
representing the Accountant.
JAMES B. McCREIGHT, Esq., of Washington, Pa.,
J
. representing the Salvation Army and Washington County
Tuberculosis and Health Association.
TIME: Thursday, March 23, 1972, at 10;.00 A. M., EST
THE COUhT: Number 505 of 1971, the estate of Robert H.
Carter, deceased. The•Executor is Cecil H. Clutter and the
attorney is Frank. C. Carroll. Mr. Carroll?
MR. CA.tdi.OLL: There are no problems in this estate, Your
Honor. All parties have been notified. There is one claim by
. .
sisters of the decedent for nursing careirin their home of the deced nt
for a period of three years·~ which the executor has admitted and
is willing to admit. And the original bill is submitted and attached
hereto. Other.than that, there is nothing outstanding in this estate.
----~--------------------------------------~
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THE,GOURT: '. Is there anyone else in Court interest~d in this
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decedent's estate·r· •.:: .. ..
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·JAl\:'IES McCRE~GHT: M~y it please the ·court, I have appearances fo
.... • • , l
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.the :Salva~i<;m .Army and·the wa·shington County Tuberculosis and
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'Health Associatiof?..
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. ·· .... : . . 'fhey a~e, the res ~due.
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'!'he !'~siq~ary legatee~. ~ .. TH~ COURT:· ·
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· ~ "MR, CARROLL:·
'.·
. Yes;·· Your Honor.
Ill . ' . II. '
. . ~ THE COURT: , .
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The audit· pf this account is ordered closed by
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· . § -.I ·hereby eerufy that the pi'o¢eedlnga ~rid eV'idellee are
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. ~·. eontat~ea ~~.~ly ana accurately ln the n~tes -taken ·br me-~~ th~ bearing of
w . . . • ' . . -' · ~ . the above cause, and that ~is copy ls a correet transcript ·of-the _same. I!!. . -
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he.artng of the above cause ts hereby ~pproved and cltrected to be filed. ' t ,.
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Form No. RCC-62 (4-71) :rHIS FORM REQUIRED IN ALL ESTATES WITH GROSS 'ASSETS UNDER tlO,OOO, UNDER SECTION 701 OF ACT OF .TUNE 16, 1861, I
EF'fi'ECTIVE IANUAR!<1, 1982. !FILE IN DUPUCATE' WITH COPY OF WILL ATTACHED) ·. . . . . j
. . . . ~ 3 ~7/ ~s-6 ::5'
OFFICE OF THE REGISTER OF WILLS • .
. "\'
County of ..... W~~.h~pg~9A ........ .
. . . . . 9~.C:~~-.IJ .•.. G.'J..~~~~;Z: .... · ................... of .. ~: .. :Q: .. ~ 2 •• 1'!~~.\!~l:h. ?~1}.~~-Y~Y.cgt~ ..... .
(Name) (Addreaa)
being duly ....... l?.W.9:J;:P.. .................... according to law, deposes and says that he is the ----~~~~Mt9.~---------------~~-------~-----------. · · (Exec., Adm., Lega~. Etc.)
of the estate .of .... B.QB~_aT ... ll.~ ... CAR::rn.R ________________ whose last residence was ..... .Eas.t .. .F.iril.e.y-li.Tawnship ......... .
· Pennsylvania, .· <No.> _ · cst_-t> ·
____ l'{~~b,_,!.~g~-~~---9.~~~~_y{ ___ .deceased, and that the whole of the estate of said decedent, who died -------~~~-h .. J~.L-19 71 (City, Borough or Township) · (Date)
consisted ·of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA. WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT, /~
.WHERE PROPERTY HELD. AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES. ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
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Real Estate Estimated ·--... Value .
. ; q NONE -l NONE·
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Personal Property
Checking Account in Mellon National Bank & Trus_t Co., Claysville
Pennsylvania -Accouat No. 419-3647 .. ... 0 k. 356.36
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Savings .Certificate E-58083 ·with Mellon National Bank & Trust
Co., dated 12/16/68 (} I< -1,012.91
T) J. ' • ' ' , ' .·~·t 'I )_ ., .. ,. ' " -...__
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Proceeds from Prudential Insurance Co. on life of deceden i ··-
LpoliC'y-#3-688-202 (':;. . '):!:. -~ -0· ~ -.\2}1178'. 74·-.
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t.Savings·.J·Aceoun t No. s-1848 invFirst Feder"':;t:l.S avings and Loan . .... ,l• •;\'1\ ~ L ) )'ft~
Assn. of Greene County, n/o Mrs. Nannie Carter (predece,as~.c! __ :, .r f{ ll' f fr ·,
~n:ruiunr) nr Roh~rt: H· Cart:~r (') . ' 3 449 :47'.
!J ''.H. --J. • :_• ~I ' " '. _f .!'.'J~ J i. _l_ '· • .&11 .• 1.1 t..; " .
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l . . TOTAL PERSONALTY • o,t<. ~6~997.48
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NOTE: You may expedite the processing of this return by filing with it, and as a part of the return,
letters. from financial institutions or mortgage holders, certifying to amounts or1 deposit or owed by the
decedent as of the date of death. Such letters must be signed by a responsible officer of the financial
institution or .mortgage holder and indicate clearly amounts. of principal and interest in the decedent's
account at the date of . death and the type of account, account number and the exact name or names in
which the account is registered. · '
· .
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Jointly Held Property
r, NPNE
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Transfers ·within TWO. YEARS Prior to Death
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Estimated
VaJue
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That a~ the time .of death there was no safe deposit box registered ih 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 ihe 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 .
.
-
BENEFICIARIES
~.: ... '· .'.'"t; " .. t • .. ' r r ... ~·." : u·"-..•. l-' ..... :hl -.).~. ~i ::d_ JtJUj:_,·, .. -~lJ)::-., l ._: .. .,. "" .......... _. ~~ . RELATIONSHIP. . . -· . 'AGE"'OF' I.:.IFE --.. .• ol .;' ,J., • .... -.......... ~ _.-
BENEFICIARIES AND ADDRESSES (If step-children or SURVIVED TENANTS OR INTEREST OF DECEDENT (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest, vested, contingent or. otherwise, in estate.) are -involved, set J,OR.NO:. AT DEATH OF. .:.i ; IN ESTA-TE
• ., ..... .,_ ., • £'~ .. , ~ \. • ~·~ r · forth'ttiis 1fact;) · . ' ·-DECEDENT1-1 .. ..... }1-'. ''/ ~,
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Ivv Wolfe sister ves specific bequest
R. D. 1, Claysville, Penna~ .. ·-. -... --~ .. ~ "~ "'" ·-. _, .-"_ ... --" ... ' ..... ~ ••• r.:. • -; .> •• :. . . -. s_lie.c ili~ --b;ques t Zoe .Car:ter sister yes r-,,. ~( ' -
R. D. 1, Claysville, Penna.
Everett Brewer I .... ... n ... '~.l. _·. -none-'.J-l '-'-1 :t.~ .yes. I,.J '· .. ·.--' -~.J. · :; .. specific.~bequest
Dayv:!-lle,_ Connec t--i.'cufl.) )'. L :.. ............... 5 ...... ,:!",, :.; ~ 'l 1 IlUU j .~ }':f ' > t. . -t -... ( .
"\ "-4'...... ' e .~ ';.1~ ..; '·, . . .. .. 1\..ll.l . ~-pe~if'ic vi)iqhes t . unioii"Valley Church· none
R .. D .. 1, Nineveh, Pennsylvan a
--Ni · •. ~ · E , ~c. -!ann-ie· -~ ar ter v· r .... '.~-~ ;' .,;. .... 1 • \. , 1 r ..... '--'"-WLfe no
sal:y:ation Army: none -1/2 life ins.
Washington, Penna. . policy, & res~du
·T. B. Association none 1/2 life ins.
e
·Washington, Penna. e po11.cy ex res .1.ou
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RESIDENT DECEDENT ---.
OTHER DEBTS AND CLAIM
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DEBTS AND DEDUCTIONS: CLAIMED
Funeral expenses paid .
Family exemption .(will not be allowed. unless ·
decedent died' r~sil!ng with a· spouse or'child1ren:)'
Administration Expenses •
Counsel fees •
Fiduciary commission •
(•) See Note below
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Note: The estate agr s to advise the Register of Wills if the amount actually paid in settlement of any fee, .commission or deb.t .is gr_eater.
· or less than t e estim.ated amount claimed and allowed. · · · · Su~scribed ndswor~tobeforemethis ... .'.·.7............... ..{.0~d.,?.,{C!L. _p· :~.A/ · . (E%ecutor-X.M~·""' '
-i f· ... -~~ .. I?.~: .. ~ ........................... ,·, ....... .
(Street Number)
Nin~veh, ·Peans ylvaiil.a · :_.,· . . . . . . . . . . . . . . . . . . . . . . . . . . ~ . . . . . . . . . . . . . . . . . . . . . . .. . . ..
·eby certify that the above appraisement is .made in conformity with iaw on· this.'· -,. . . /c2 . . .... .... ..... ... ... ..... ,19 ..... · ~ .
............ · .. 0~.~· ...................... . ApprAiser
J.n. the event' th~t any future inte1·est in this estate is transferred in ·possession o1· enjoyment to collateral heir's' of the decedent after the
exphation of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise· and assess transfer:inheri-
tance taxes at the lawful collateral rate on. any such future interest. · ·
. !REPORT .OF THE REGISTER OF WILLS
I, the. undersigned duly elected Register. of Wills in and for ............... , ............... · ..... County, Pennsylvania, do respectfully
. report that I have allowed debts and deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount
is set fo.rt~ in the last column~ the right in said schedule above; which greater or .lesser amount represents.ihe sum· allowed as a deduction.
Dated: ............ ··:·,· .... · ............................. ; ..... .
Register ~f Wills
Form No. RCC-62 (4-71)
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Will Administration }No. -·.--.---. Year .....
IN THE
'" MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
"'· '.-.·
F ~. ',, ' ROBERT H. CARTER ........................................
Late of ... ~ .... ri:~~~Y.. ~~"!~~-~~P. ... _ .
County of .. _ .\'!~~-~~~-gton · .................
Commonwealth of Pennsylvania
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REPORT AND AE:rRAiSA~
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Form RC C-10 DEDUCTIONS ALLOWED IN J
OFFICE OF THE
REGISTER OF WILLS
,---..
STATEMENT OF DEBtS THE SUM OF ''' '''' ..... $ ... ?.:.~.IO./..~ ..
OF _ ___:.:W~a:..::S::..:h:.:.;l.;.• n::.:c:~gc.,:~:..:O:..::n:=___ COUNTY
AND AGENT OF THE COMMONWEALTH
AND DEDUCTIONS
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DA.TE~····
ESTATE oF ---.:R=;;:o-=b-=e;.=r:....:t~H:::.:... --...::::C..:::a:.::r:...::t:..:e:..:r:..,z..__ __ LATE oF --=E::.:a::.;s=t.....:.F..:i:.:n::.:l::.:e::..Y~..·-=T..:::o..::wn=s:...:h::.:l.:J. Pt::..-____ _
a/k/a Robert·carter Ma~ch 19. ]971 DATE OF FILING APPRAISEMENT -----------,DATS, OF DEATH --..::.=::."-:=.::.:.....-=.:~--=~-=-----
DATE NO, OF NAME OF PAYEE REMARKS AMOUNT VOUCNEJt
Brownlee Funeral Home Funeral Expense 1 ;906. po
Brownlee Funeral Home Death Certificate 2. po
cecil H. Clutter Executor's Commission 355. PO
Frank C Carroll Attornev' s Commission 355. po
Frank C Carroll Reimbursement of following
costs advanced: 72. 00
\:
Russell Marino -Letters 20.00
Observer Pub. Co. Adv. Letters ~4 .. 00
lAIA~hinO"t:on Connt:v Reno· ts II 14.00 .. ',
I Russell Marino Filing Inventory 3.00
Russell Marino Filing Account "16 .00
' Marie Guidos Affidavits 5.00
\
COMMONWEALTH OF PENNSYLVANIA }
. couNTY oF Washington ss:
I, --------.l..C.t:e~c:...iL.JL-.cHLa_..lC.I.iiJJ~IU~tJ.,t:.!;et.;~r;__ ____ -----H£REBY CERTIFY, THAT. TO THE BEaT OF
MY KNOWLI!:DGE" AND BELIEF, THI! FOREGOI.NG 18 "A JUST AND TRUE SfATE"U'NT OF DEBTS, FUNERAL EXPENSES AND EXPENBI!:I!I OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF .RObert H o (.;arter
} DECEASED, AS DEDUCTIONS FOR
7 v 0~ v. ~~5.)
-:;-,,.--..f._--DAY OP Cec 1.1 H. cfutter
INHERITANCE TAX PURPOSES.
--~~~~~~~~~~~~----~--~N~o~tary Public ·washington, Wa hington County, Pennsylvania ·
My commission expires Feb. 20, 1975
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RCC-81 (6-71)
· COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
CECIL H. CLUTTER
ln'Re: Esto.te of ROBERT H •. CARTER
. IN YOUR REPLY PLEASE··.
REFER TO 38-171-7.
Inheritance Tax Division
WASHING!},iON County - F i I e No. __ .=.6.=.3..,...--c=-7-=l:....---=5--=0--=Sc.__ __
De~ Mrs. Clutter
You ore here by notified that the ___ 7-'o""'r"""1,· ~g-=i~n~a~l=--_ __:_ _______ _
appraisement in the estate of . Robert H.· Carter
has been filed in the. office of the Register of Wills of Washington
County on January 12 , 1972 , Said !Jpproisement refleds .the following
valuations:
Real Estate----~---.,------'--
p e.rsono I P roperty __ --=6~, 9::::...9::::.....:....7·..!..· __.:.4.=,8 ____ _
T ronsfers ______________ ..:,._
·Jointly Owned---~---------
Total --·~----~6~,~9~9J7~-~4u8L-___ ___
' \ As to such tax that is paid within three months from dote 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 dt;!ath occurred prior to December 22, 1965) from dote of death,
interest at the rote of six (6%) percent pe'r annum is charged. .
Any party in interest who is aggrieved by !Jn appraisement may appeal therefrom
as provided by low. .
... ·--. ···-.
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Dote January 12, 1972 Signed FRANCES LEO
Title CHIEF· APPRAISER
DATE OF DEATH: March 19, 1971
Note: . This is not a bill..·
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RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of CARTER ,
(Last Name)
ROBERT
(First Name)
H.
(Initial)
DATE OF DEATH 3-19-71 FILE NO. 63-71-505
REPORT OF INHERITANCE TAX APPRAISER
I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County Of Washington
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: -~J:..!:<a~n~u:!.,!,a~r'-olyL---'"1"-'!2!LJ,,.______,.1!:_,9u7w2~ Y~~Ra c;;C' L 4-s«
..,... INHERITANCE TAX APPRAISER 7-,
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 VALUE AS REPORTED VALUE AS APPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
FOR USE OF REGISTER ONLY
$
Tax on $ -----------+--2%
Tax on $ ----------+----6%
Tax on $ ------------+---5%
Tax on$ 10%
Tax on $ C 15o/~
$ ______ -+~-
6.997 48 6
h 997 4A
None None
6,997 48 6 997 48
~ ..
COMPUTATION OF TAX
$------~------~-$ ___________ ~---
$--------------~---
$ _____ ~------~---
$ __________ ~---
VALUE AS REAPPRAISED
$ _____________ ~---
.,
Exemptions=========F=-=~
Total Estate -----------1---
. TOTAL TAX $~----~------~---
(*) As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue •
Less tax previously paid $======+==
BALANCE $-----~+---
Less 5% of tax if pa.id within
3 months after death $=====~==
Add interest at rate of 6% from
--------to -----
AMOUNT OF ESTATE TAX ASSESSED $-----+---
Estate tax paid $ _________ ___..Ji.._ __
BALANCE DUE $ _______ _J __
Add interest at rate of 6% from
-------~10-------$ -------+----"--
TOTAL TAX BALANCE $ -'------+--
PAID $------L--
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason,
same should be noted below, with short explanation.
0-. _I
Will
Administration ( No ........ .
IN THE
Year
MATTER OF THE APPRAISEMENT'
OF THE
ESTATE OF
ROBERT H. CARTER
Deceased
Late ·of E • FINLEY TWP .............................. : .
County of : .. WASHINGTON ..
Commonwealth of feimsylvania
REPOR'( AND. APPRAISAL
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Fonn RCC-2 I : • ~ '.• •'
COMMONWEALTH OF PENNSYLVAN]A
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ............. ~ .. ~.!J:.~.~.tY ...... ?. .. , .. : .. J.~ .. ?..~ ..... .
' DEPAR.TM~:T OF REVENUE
BUREAU OF CO'VN!rY COLLECTIONS
HARRISBURG, PENNA. 1 7 1 2 7
COU~f'Y• . ." ......... ~~ ...... ~~-~~-~-~-~-~-~-~····
FILE NO. . ......... §}.:::: .. 7..!.::::.?..9.?. ................... .
Whereas, ..................... ~.~.1>.~E~ .. .Ji:~ ...... 9..<.l..~.~-~--~···························································· late of ................ ~.~-~-~ ..... f..~.~.!.~.Y. .... ~P .. • ........................... .
in the County of ... : .................... W.~.~.h..:!.ngt.Q.R ............................................................. : ........ Commonwealth of Pennsylvania, having died on
the ......................... 1.9 ..... t.h ................................................. day of ............... Mar.c.h. ......................................... 19.11..., seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ................. F.r.anc.es .... L.e .. o. ....................................................................... , 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
$
PERSONALTY: . ..
·-·-. -
See copy of appraisement filed 6,997 48
Total 6 997 I4A
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WASHINGTON ............. :: .......... : ... , .. ··.·county .................................... . .
RESIDENT INHE_RITANCE TAX::A.PPRAISE~NT' .c.: ';""'•·.
·Estate of . :
lf!
.··' ROBERT· H. ·CARTER /0
Deceased.
!•. Late of.
,•
·······-~-~ ...... F..~.N.I.-.~X .... J:.~ .. ~ ............................ . .'•
Date :of Death,
.. ;
Appraisemeut Docket Vol., ........... : ... 3. .. 8. .............................. .
Page,: ., .. +..7.1·:::? ......... : .......... __ : ___ N~ ..... 6 .. 3.~:.71.~.5.0~ .... ..
·,
'·
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Filed in Register's Offi.c.e, .. J.an:.. ..... l.2 ....... ,J9 .. .72. 1·' ...
Amount of tax due, $ ..................................... : ............ : .... : ........... .. "'l·, ; j
~ . ...,:
·'
. DE-PARTMENT .OF REVENUE .. ; :·.·...:
-'::·
Received,
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Examined and-Approved, :·.
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-:' .. ~-Wrote abo.ut Appra-isement, ,. .. -:_:
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Appeal f,.om Appr~isement,_ .(:·
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Entered rpui c_harged,
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RCC-3 (1·691
COMMONWEALTH-OF RENNSY'L VANIA
DEPARTM,~NT OF REVENUE
BUREAU OF ·cC>UNTY .COLL'ECTlO.NS ·r .
APPLICATION FOR CHARITABLE EXEMPTION
•F:ROM PENNSYLVAt-!IA TRANSFJ:.R INHERITANCE TAX
(Act of May 28, 1956, P.L. 1757,:;a~d A~t of.June 15, 1961,
~:Lii:373, Q~ ~~ended) ; · I
Application is hereby filed for the approval
of an exemption from Pennsylvania Transfer ..
·Inheritance Tax on th~ transfer of the property .
described below:·
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1. Bureau :FHe # .:...' '---....,6'-:3,.....•-:-7'-:1_•_5=-0_5;:__----:--------
2.:-Oate of :[).eath .-:-. --:---:--:Ma,.--r_c:_h_l_9_,_1 ___ 9--:-7_1 ________ _
3~ p~t~: of AP.p'r~~~ I ____ M_a...,...r_c_h __ 6_t~h,...,.· ·_,·,....1_9_7_2......-:--: ---'--·
j
-:·:.· . . . \; ... 4.-N~:~e oFDecedent. Robert H:• Carter, a/k/a Robert·
: .~: , .. ,• . . .
5. The Commo·nwealth's appraised value ofthe propintyfor whi~h an ex~mption is claimed is $XX 1./2 residue
(Note: Where the property is other than a specified ~mounfofcasb, the exemption cann·ot be approved until the value of
the property has been established by appraisal by the Commonwealth, except in those. cases where the amount of the gift
or bequest represen'ts .a stated fractional or percentag~--portio_n of. the entire ·estate or the entire .. residue. In those cases
enter such fractional or percentage amount above). -:' -. . (" ...... ~-. : . .
6. Check the manner in which the transfer was effected and submit a copy of the document authorizi"g the transfer, unless
··such materi~l has ~~~n ·pr·e~~~usly fi"~ed. ·-.. -·, ·. :·, ··~~;~ · __ ,., ,.: .. ·.·. · .. _,· .:.·. ·~·, ;·:~ .... · ·.·-· .· ·_ ·.·. '·. • · _·_71
,,-· ·
DEED 0; TRUST INDENTURE 0;'' . . • ~ , \ ·~ ·.• I• ·1· . · ~ i . ' ·· · SURVIVORSHIP 0;
(If other, explain)_·-----------~.......;, __ __;, _______________________ _
7. Correct Business Nam.e ~nd Address of Charitable Organization r~ceiving property: . . -~ .·
NAME~---~-a_s_h_in-=g_to_n_·_c_o_u_:n_t_y __ TU_·_b_er_c_u_l_o_s_is_· __ a_n_d __ H_e_a_l_th __ :A_s_s_o_c:_ia __ t_i_o_n ____________ _
ADDRESS ____ W_a_s_h_i_n~g~t_o_n_, __ P_e_n_n_s~y_l_v_a_.n_ia_··_ .. _. ----------------------------------------
...
. ~ddress of Applicant~-~-~-~~--~~-8~~-~~,t_r~e_e~· t_,~-~-~_s_h_i_~~~-~_n_,~P_e_~~-s~y~l_v_·a~-~-~---~~-
~ . : , .. ·.~ ·.
A~torney for Estate·-· D Mat:.ch -~, .. 1972 Official Title --------:----..,.---:--c--.,----......,..-----,· ate----------,--------··.·
This fo~m-must be completed in triplicate and all three copies de.livered to the Register of Wills for the County in which the decedent
resided, o.r in ·which letters were issued for a non-resident deced~nt•$·' ~~tate, If the decedent was a nan~resident of Pennsylvania and
letters were not issued by a Pennsylvania Register of Wills, deliver arl'three· copi·es to the Director, Bureau of County Collections,
Penna. Deportment of Revenue, 26 S. 4th Street, Harrisburg, Pa,·
(Signature of Register of Wills)
Washington
(County)_
March 6th. 1972
(Date of Approval)
Office copy
Do not write below this lin~·~. For Official Use Onl
Referred to ·aureau·Headquarters
(lnitia.Js of Register of Wills)
-~. ·: ... (County) .. ·.·
(Date.of-Referral)
MUST BE.FIL.ED IN TRIPL.ICATE
Approved 0
For Secretary of Revenue
Denied* 0
(Authorized Signature)
(Title)
(Date of Action)
* See reverse side for reasons
This section will be completed by Bureau H~adquarters only when the application for exemption has been deni;d':-
' >.. -~·
Date:------------
Th~ application for exemption contained on the face of this form has been denied because-------------
Note: Any party in interest, including the Commonwealth,· aggrieve~ by this ~ction.'may w_ithi~ sixty (60) days· after
the date of this notice exercis~ their rights of Protest, Notice, or Appeal In accordance wlth the provisions of applicable
Pennsylvania lnheritan.ce and Estate i'·ax Acts.. . · . •, ·, ' ' .·. . . ~ . . . . '
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RCC-3 (1-69) APPLICATION FOR CHARITABLE EXEMPTION!
COMMONWEALTH OF PENNSYLVANIA DEPAR'T~ENT OF REVENUE
BUREAU Of-A:OUNTY .COLLECTIONS
FROM PENNSYLVANIA TRANSFER INHERITANCE TAX
(Act of May 28, 1956, P.L. 1757, an.il Act of June 15,-1961,
Application i~ hereby .fiJed f~H the approval.
of an exemptio~ from Pennsylvania Transfer •.
·Inheritance· Tax on the transfe~ of'"the property
described below: . ·:.·
; .
·p:-L l73,_ .as amended) i: I .· .....
· .. :
1 •... B:ureau File # _. · _ _.6...,3 ... ··__.._7.1~· .... 5...,0 ... 5.._· -----------
March 19~ 19..:....:71=--------
;· ... , ··:
2! Date of Death
3~ , D~t~·-~f. ~pprov~l_--:-M-7"a::....r_c_h __ 6~t_h_.;.._l_9_7_·2_'~--
•. . f'· ...
4. Name of Decedent Robert H. Carter, a/k/a Robert
5. The Commonwealth's appraised valu~ ~f the propert;-'~~~ wh!ch an exemption is claimed is$_· _S.-.:...P:...;.O_ •. _O_O _____ _
(Note: Where the property is other than o specified .amount ~f. cas~, the exemption cannot be approved until the value of
the property has been es-tablished by ·appraisal by •the. Com~j)nW~~ith,.except in those cases where the amount ~f the gift
or bequest represents a stated fractional or ,percent6ge,portiol1. of the entire .estate or the entire re~idue. _.In those cases
e11ter such.· fractional or percentage amount above).--.• . . . . ..·· .. ··. . . .
0
••
6. ·Check the manner in ~hich the transfer was effected' ~~d sub~it a copy of the docu~en~ authorizing th.e transfer, unless
··such niate~:al has. be~?. r~~~~~u,sly fi'!ed. :,,··:.; :·.: 0
.··:. ~. ·:.'_'', .• ,: •• ·~ ••. ' • -•. , ~-:. ·• ,i ,! ;.:.~ .. : · •.
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••• ; •• • •• , '··''·' •• ~' ~·,:. • •
WILL f/; .• DEED 0; '.· .. ·:.
(If other, explain). _______ -:---------~··"""·.__. _._. _· ___ . -·-·-·-------------------
7. Correct Business Name and; Addre_ss of Charitable Orgcini:z:a,tio~ re·c~iving property:
NAME~_·_· -~-·--~~~ln~i~o~'nU-~v~~ulul~e~vr-C~h~u~r~c~b~·~·-~··_··_,_-~"-··_·_·_· _____ -:-~---··_·_· ----:-----:-----:---:------
. : """ . . : : .. ~ .. -.. . . . .•. . .
ADDRESS·-·------·=R~·-=D~·~l~z~N~in __ e~v_e_b~,_;_P_e_nn_._s~y_l_v_a_n_i_a ______________________________ __
Be I <e•tify that the info•mation <ontain~d b7to the'b.,t:f my knowledge and belief, hue and <oned.
Signotu•e of Appli<ont V ~ rfl/~~
Ffank c. Carroll,
' ~ Addres~ ofAppli~ant~~3_3~W_.~B_e_a~_u_· ~:'~_t_r_:_e~.·~---~~~~~-a_s_h_i_n~g~t-~~'~P_e_~~s~y_.;.·l_·v_a_n __ ~------~--
·· Attorney for Estate March 3 1972 'Official Title_.·----------------....:--"-·· ______ Date __ .:...· ---'·---..:..::· ,_· ---------
This form mus.t be completed in triplicate and all three copies· deliver.~i to th'e Register of Wills for the County in which the decedent
resided, or in which letters were issued for a non-resident decedent's estate:· If the decedent was a non-resident· of Pennsylvania ond
letters were nat issued by a Pennsylvania Register of Wi lis, dellver all three·' ~opies. to 'the Director, Bureau of County. Coli ections,_
Penna, Oeport.111ent of Revenue, 26 S. 4th Street, Harrisburg, Po, '· ·:· .. · .· · . .·· .
Do not write below· this line· For Official Use Onl
A?.4 Fo• tho ~·t::·~:·•:••
v· ~ //71VVV~
(Signature of Register of Wills)
Washington
(County)_; ·
March 6th. 1972
(Date of Approval)
Office copy
Referred to ·Bureau Headquarters ,·.
(lnitiols of Register of Wills)
(C:.ounty)
(Date of .Ref~~ral)
MUST BE FILED IN TRIPLICATE .. . ...
Approved 0
.. ... . .. . ,For Secretary of Revenue
Denied* 0
(Authori :z:ed Signature)
(Title)
· (Date of Action)
* See reverse side for reasons
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I) •• : ' • • f/~·
This section will be completed by Bureau He'adq~a;!ers only when the application for exemption has been denied~-~
Date:------------
The application for exemption" contained on the face of this form .. has been denied because~-----------
Note: Any party in interest, including the Co.mmonwealth, aggrieved by this action.' may w_ithin·. sixty (60) days after
th~t date of this notice exercis~ their rights of Protest, Notice, or Appeal.in accordance 'with the provisions of applicable
Pennsylvania Inheritance and Estate.j:~x Acts~: _ .. . . .... '·· .. i .. _ .. ·.. .
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r\'. (-::1 11-f\t))
COMMONWEALTH OF PENNSYLVANIA
DEPAR.TMENT OF REVENU,E
BUREAU Of: ~OUNTY.COLLECTIONS
APPLICATION FOR Ct-IARITABLE EXEMPTION
FROM PENNSYLVANIA TRANSFER INHERITANCE TAX
(Act of May 28, 1956,.-'P.L. 1757, and Acto~ Juno 15, 1961,
Application is hereby filed for the approval
of an exemption from Pennsylvania Transf~r
·Inheritance Tax on th~·'transfer of'the property
described below:
·:::'P.l:-~,373, as omondod) · , · ..
1. Bu~eau~File # · 63-71•505
2 •. o~·te of D!'!ath MSrch 19, 19_7_1_ .... _______ _
3~ J;>at~.of Approv~l March 6th •. 1972
~ ·::-·· .
4. Name of Decedent Robert H. Carter, a/k/a Robert
-:~ • • f a e
5 .. The.Commonwea!th'.s appraised v.alue of the prop'~rty.for whi.ch ~n.ex~mption is claimed is~ 1/2 residue
(Note: Where the. pr~perty is other than. a specifi~~ :a,;,ount'of C:ash; the exemption cannot' b.e app.roved unti I the value of
the property has been. es'tablishe~ by apprai'sal ~Y :the Comm:o'nwe'alth, ·except in those'cases where the amo1,1i1t of the gift
or bequesf. represents a'-stoted fractionar'o.i-'-p'e.rce'ntage'portioi'l of tJie entire ·estate or. the entire re:sidue. In those cases
enter such fraction~! or percentage amount above)·;: .·;o: · ·:. :_.' ~' · . ·
·:-~: ..
6. Check the manner in which the transfer was effected and submit a· copy of the docu~~nt authorizi~g· the transfer, unless
··su.ch-niaterial h~s bee~ ·pr~~!~usly fi'!ed.· ::··· .. :·. _. .. ·J··f ·:,;t .. ,~.·(_:;, .. ,··.,.,,·.' . : ',;_·; ;'.'.·.·<·· ... · · .,.,. ··.:· ,:'1
,.· ...
WllllY; DEED 0; TRUST INDENTUR,E 0; · ·su~R'v'lvoR.sHIP. O; ... , · · · oTtiER o;· · · ··-·:·
(If other, explain) ________________ ....._ _____________ ~:-----------
. .
7. Correct Business Name and Address of Charitable Organization receiving property:
. • r • • . •
: .. ;_. . -~ : ' ': ·; -~· ~; ·. ,.
E The Salvation Army
NAM ~·~· ----------~------~--------------~------~------------~------------
ADDRESS Washington, Pennsylvania·· ·
8. I certify that the information contained herein · .. . ' . :;:
33 W. Beau Street, W~s_hington, Pennsylvaia Address of Applicant----------------'---------------------
Official T itle_...:A~t-=t-=o-=r=-n_e:.....YL.-::::.f_o-=r---=E::.c.s_t-=a=-t-=e ______ Date ___ Ma~r-=c_b_·_J~, _1..;:..9..:.7_2 ____ _
..
This form must be completed in ·triplicate and all three copies delivered to the Register of Wills for the County in which the decedent
resided, or in which letters were issued for o non-resident decedent'~.-estate. If the decedent was a non-resident. of Pennsylvoni.a and f .I . f I letters were not issued by o Pennsylvania Register o Wi II s, del i'ver .o I three copies to the Director, .Bureau :a County Col actions,
Penna, Deportment of Revenue, 26 S. 4th Street, Harrisburg,· Po;· ..
Do not write below this line~ For Official Use Onl .. . '
Approved: For the Secretary of Revenue Refer.redto ·Bureau' Head-quarters ' Approved 0'
~~ ' . ,. . ~ ... I For Secretary of Revenue
Denied* 0 ..
(Signature of Register ·of Wills) (Initials· of Register of Wills) (Au,thorized Signature)
·. Washington
(County) (County) (Title)
March 6th. 1972 ··.:
(Date of Approval) (Date of Referral) ... (Date of Action)
' -· * See reverse s i·de for rea ian s .. .. ,. ·. ~~ :
MUST. BE FIL.ED IN TRIPL.ICATE
.. . .
.. -----... ---. ----
I I
. -
This section will
' •• • .. · . \ t• ~,...~
be c:ompl eted by Bureau Headquarters only when the application for exemption has been denied~-,
, .. ·· .~
~ ...
Date:--------------~---------
The application for exempti'on contained on the face of.: this form .has bee~ denied because-------------------
Note: Any party in interest, including the Co-mmonwealth, aggrieved by .this action 'may. ~.itl~l~--~~~y (60) days· after
the date of this notice exerc:is~ their rights of Protest, Notice, or Appeal In accordance .wlth th~ p;ovislona of applicable
Pennsylvania Inheritance and Estate Tax Acts. .. , , _.
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C!I.nuttty nf 3ltla,o1Jittgtntt .
P all b f ·h· d. · d h · NotarY.. Public · · d f · 'd erson y e ore me, t .e un ersigne aut ority, a. ................................................................................. In an or sat
County and State, appeared ............... g~.£.~.! .... ~.~ ..... 9.!.~.~;.~.!7.E. ................................................................ who, being duly
. sworn according to law, deposes and says that hCAR t£~he executor o¥~1»~~ of the estate of
. · ....... RQ~.~R1' .... R.~ ..... QAR1'.~R.~ ..... ~./~/.~ ..... ~Q~.~~:!'./..h ..... deceased, that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of.. ......... ~Q~~J~J: ... !! .. ~ ..... £~.R~.~ ......... ,
deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to .
be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each
item made by the above named Executor ~. · ·,
·-Executor-kcinGaisK:Hl»K . ·.
. Sworn and subscribed before me this ......... .Z ...... :... l n., r /) -"'? / /)_ JJ -1--J--: .
day of~... .~.D~~X.Y, ......... ~ ......... 19.?..?. .... ~ .t... ... ~~ ... LJ:., .. .J,,;:~~-
~~sh.dunWas~~t~~g~f~~ ~c--·~2· .... ~ A~~~~~·~;;~·~ ... INSTRUCTION~ . . . . ....
Y .co 1.~~ l.~~i5"~gt~ry ~usi~e R/eJ within three months after appointment of personal representative.·
2: . A sup~lemental inven.tory must be filed within thirty days of dis~o~ery of addition~ assets.
.\
· S. 1 Ongmal and 2 Copies and 2 RCRI-34, Under $10,000; 1 Ongmal and 2 Cop1es and 2 RCR!-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 ..
.··
lluueutnry au~ .2\pprai.armeut 'of the goods and chattels, rights and credits which
were of ....... J!Q.~!';.B.! .... JJ .. ,., .. ,g~.J&'P.f.~ ... ~~; ............ : .... ; ........ ;Jate of ........ ~.~.~ .. ~ ... f.:!.~J~Y.. ... :f.~.~~.~!P. ... -............. ~
Washington County, Pa., taken. and made in conformity with the abuve affidavit.
REALTY: NONE
( .. . ~ \ .... ,i .1
-'
PERSONALTY:
Checking Account in Mellon National Bank·& Trust Co.
Claysville, Pennsylvania -Account No. 419-3647
Savings C.er.tificate E-58083 with Mellon National~"'---._
Bank & Trust Co. dated 12/16/68
Proceeds from Prudential Insurance Co. on life of
decedent·-Policy# 3-688-202
Savings Account No. S-1848 in First Federal Savings
and Loan Assn. o·f Greene County, n/o Mrs. Nannie
DOLLARS CENl'S
356 36
1,012. 91·
2,178 74
. Carter (predeceased .~urvivor).or Robert H. C~rter 3~449 47
... TOTAL PERSONALTY 6.997 48
REALTY NO~~
. PERSONALlY 6.997 48
· .
TOTAL ESTATE .-F6= .9=-=9=7-=:~===4=8==--..
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