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Home My WebLink AboutOC1971-0554 - ESTATE OF JONESI . ,;,. ~ 3 ~ 71-06-f- 1\ffibauit ®f iExrrutnr .®r i\?tministrutnr ~tntr of Jruu.aylunuin } .a.a· . C!tnuttty nf 11llfn.a4ittgtnu · Personally before me, the undersigned authority, a ----~-<?..~.9.-~Y. ... f~-~~-!-~------in and for said County and State, appeared ----------~~~-~J ... ~-~-----!.Q.~~~---------------------------,----------------.. who, being duly sworn according to law, deposes and says that he is the executor Ot'Xadmdm1la1x>:x of the es- tate of ___ _.R.Y.TJLQ.! .... JQN.E.S .......................... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of --~g~~---g--~---~-Q.-N~-~--------• 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 J.Ipon a just appraisement of each item made by the above named Executor .PJtiilfl&t~. S' ~worn _and subscribed bef. ore m~ this .... ~.7~h ......... } 1 .42/ day of .. .A ... ~t. ............... 19 .. 7.1 .. (}· • ..... L.d.{k~~E~t... .. ... · / l~ ~~uto:vv::.-~UIIIIl.W -:_· · .w:::~~~~~ W~~HIN~TO~~ cou~TY . . . ..... ~~~ INSTRUCTIONS , : M"W: COMMISSION El(~IRES.;UN~ 25, 1974 . ~ ~ember,f~nns.tliHn~~fmuaisbe filed within three months after appointment of personal representative. · · 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. ·. 3. 1 Origina.I·and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over',$16;ooo, 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 1~47 P.L. 513 Se.~. 5.2, 72 P.S. 4844.2 I • ~ttlltttlnry n.U. 1\pprni.atmtttl of the goods and chattels, rights and credits which were of ............... R~P:RH.; .. G ........ J..ONES. ............................. late of ---~g_r,g_~_g_l}· ... 9.f.. .. ~-~~-~---·W·~-~h.lD.g~_9.n .. . Washington Cattnty, Pa., taken and made in conformity with the above affidavit. PERSONAL PROPERTY 1. Clothing and personal effects 2. Furniture and furnishings 3. Cash 4. Checking Account #66-2-704346 in Washington Office of Western Pennsylvania National Bank 5. Retroactive Social Security increase due for January -April, 1971 6. National Ben Franklin Insurance Co. -medical insurance claim 7. 23 shares of common stock of General Motors Corporation @ $83.0625 7a. Dividend on above stock declared May 3, 1971- to shareholders of record May 7, 1971 " 8. 100 shares of common stock of American T-elephone and Telegraph Company @ $45,625 9. 50 units (each unit consisting of 1 share of preferred and 5 shares of common stock) of Washington Ice Company @ $5.00 TOTAL PERSONAL PROPERTY DOLLARS CENTS I No Value 1,534 00 60 00 2,022 24 44 80 21 28 1,910 44 19 55 4,562 50 250 .110,424 81 J "t1 [ r· ,• .' ..... It, ;: ::;u, ..... ·.~ c:: z ... ;: 8 .... ~ c ::r: .. ~ () trl 1:> ;: trl ~-til ~-t c... .., 0 ~ ...,. :z: .., ~ I t::r:l trl !':!. CJl .... Cll 0 ~ "t1 .. -;: \0 ..... ' .. rl! ·. STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ 55: The within named Accountant· being duly sworn according to law, deposes and says that the above. account as stated is true and correct as ............. he. ........................ verily believe. s. ftJ ibed before me this ...... tb ............ . Wa•shington County., ss: 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 Statute and Rule of Court, as evidenced by proofs thereof filed to No ... h.3 .. ~ .. J..:?....-::../. ........... . . )_~ Witness my hand and official ·seal this .... fJ.:?..,. ................ . dayaL~9r.&~~7?-~ ... 0 ..., l'l ::l 0 II,; C) C) (1 < ~ ~ ~ 'T IX< Cl)i 0 j:i!i .J1 ~ r:£1 Zi <t ~ ~ E-< o: ~ ! I < ~~ 1.0 E-< ~ h L.C!I rn li r:£1 c.:>j -~ !\i ~ li• ,...; 'i' N ::r:i ~ 1: E-ii ~ ~ M :::::>: 1 ~I }) 1 {l l( 0 ! z r.: n t .. ,.. ... '" .... ,.. ~ GEC I i~ Pf1 12 I B ' ' .' • r: p .. , ~ u .... "~ ··' .. J:j;;·~ i f.j 0 Gi::.;TU; GF \'!ILLS s:-J I H c; T•:N CO., PA. .. j • • I l ..., ... ::l 0 0 Q) :S 0 ..., Register of Wills c.5 0 ... 0 :~ ... :q:> :o 'o ·c:; iE :o i ::: .r£1 '0 ~ ol [;; ..., rn 'biJ Q) -~ ·• J ' '~ . ~~ 1:,, • ( ~·~, . <"''~ ,-~~' .-. -. :"- , I •• p~~ ~ I ~------ ~~ _..I~ . -· .~ ... "" ~ I .. '.\ --- The Court is respectfully requested to determine proper distribution in this estate. ., -7 .. ~I ~., ... ·.-:; .. ". _...;t"'"" .. ·----. LAST ii'ILL AND TESTA!\IEN.T · .· • . . . ~, RUTH C. JONES, of No. 65 Morgan Avenue, in the Borough of East Washington, WJ.shington ·County, Pennsylvania,. · hereby make, ~ubli~h an~ deril~re this to ~e·rny ~ast Will and Testament, hereby revoldri.g J.ny and a 11 Wills heretofore ·ru.a.de by_ me. All of r.1y assets are, · 01nd are in tended to be,. held . . itl tenancy by" e11tireties, and Will. therefore pass to my surv.iving spouse without further action. However, in order t6 provide ~giinst the possibility of having overlooked the formality of registering such joint ownership; or my survival beyond his death, or a cmnmon fatality, or any other unforseen contingency, I make this.Wilt and giva, .devise and bequeath unto my husband, Harry l\.. Jones, all my property of every ldnd, to. be his, ·his· heirs and assigns. .Should he predecease me, then I give, devise and bequeath all ~Y property to my son, Henry A. Jones, now living at No. 4001 Mavelle D~ive, Edina 24 (a suburb of . . Minneapolis), Minnesota, to him,· his heirs and assigns forever, in fee sim~le. Any previous payments are to be regarded as gifts and not.as advancements. I appoint my said son~ Henry A. Jones, to be Executor, without bond arid with full and complete authority and power to sell and convey, mortgage, lease, transfer, manage and dispose . . . of real estate or personal prop8rty. with the same forca and effect as I myself could doJ if living~ . This .disposition i:::; now made in t.his Will., in· the assumption thatour daughter, Katharine, has .made fully assured security for h~~ elderiy yeari, .and i~ full confidence that our ·son wi;tl not see his· sister suffer· for maintenance and supvort, if ·within .his power. to relieve -her. -· · WITNESS my· hand and seal this ··--·-:'7-:,· ..... ~~....;;;;:'-'s-..... · _J:=!_;....,.'J_v_. _· _. day of 1964 •. ·.J~~··· I l I . ! j I ! (1~~/)0 ~(.{.., U:-(_. /)i)?-t:.:) (SEAL) j . / , .. .. ---·U ... ;· ...... , ~! ;'-..•'- . , .. ')·· -~ ... -"'-· -·-...... _ .. _.,_ .. ·. ... _ .. : ;.•. ~ ... ~-· . ·signed; se~led, published an~daclared by the said Testatrix; Ruth c. Jones, to be her Last Will ~n~ Testament, in the presence of us, ~o, at her request, and in her presence and in tha pre~enceof ~ach.other, have hereunto subscribed our naMeS as witnesse~. fl. 1 --7' 'i -. • ' 1)·1 /) . . -.··f: / j . ' ... ,1 J') . . ),. , . .-, ,,,./..· ·-. d-1.-''" ,, '--"d" .. ·. ·-. .... -· .-.-·-·· . .::. ·. _,. ----·-~· •. ~-~-- .. . ._, . ' i .. ~ ; f . ; . i .· I I. ' ., ,. I I ' - INVENTORY AND APPRAISEMENT ESTATE OF RUTH C. JONES (Continued) PENNSYLVANIA REAL ESTATE 1. Lot 43 and the southerly half of Lot 42 in Morgan Addition to Washington (Plan Book 1, Page 150), fronting 75 feet on the westerly side of Morgan Avenue and extending back therefrom in a westerly direction of uniform width a distance of 150 feet to Grayson Alley. Improved with dwelling house DOLLARS CENTS known as 65 Morgan Avenue and garage. 21,750 00 REAL ESTATE OUTSIDE OF PENNSYLVANIA None SUMMARY Personal Property Real Estate Total $10,424.81 21,750.00 $32,174.81 c...,1 r t # ~6ci (.. ~ r-: ? 1 ;:; ,'f' -5f I l 1 ' j [ ' j ~ .. ~ !..... ; ; 7 I P.UG I 9 Ptl 12 18 HU~"3:)L: t~:.\i~.,!~O REG!STLi;; OF 'I:ILLS WAS H ! r,! :; T 0 N C O~J P 1\. ---------- INVENTORY AND APPRAISEMENT in the estate of RUTH C. JONES, DEC'D -------- --------- McCreight ,Marriner&JI.icCreight, Attorneys. INV. DKT • .$dt_PAGE ;2,?/o~ . ~f~ ~Lo y!3 1ff.> .. ' ' NO. 63-71-554 ADMINISTRATION ACCOUNTS The First and Final Account of HENRY A. JONES, Executor of the Estate of RUTH C. JONES, deceased, late of the Borough of East Washington, Washington County, Pennsylvania. PRINCIPAL PERSONALTY, Schedules A and B PRINCIPAL REALTY, SUMMARY Debits $10,494.40 Schedule C 21,750.00 INCOME PERSONALTY, Schedule D 91.68 INCOME REALTY, Schedule E 12.50 EXPENSES OF ADMINISTRATION, Credits $ 27.31 Schedule F 6,676.27 FUNERAL AND BURIAL,. Schedule G 1,483.72 DEBTS OF DECEDENT, Schedule H 4~7.32 INHERITANCE TAX, Schedule I 1,000.00 ADVANCE DISTRIBUTIONS, Schedule J 10,515.00 $32,348.58 $20,129.62 The above balance is in the following form: Cash on deposit in the name of the Estate in Savings Account 1728852 in First Federal Savings and Loan Association of Washington Cash on deposit in the name of the Estate in Checking Account No. 5371388 in Pittsburgh National Bank Stock of Washington Ice Company (Inventory Item No. 9) -in kind at Inventory Value Balance $10,467.09 21,750.00 91.68 12.50 -6,676.27 -1,483.72 427.32 -1,000.00 -10,515.00 $12,218.96 $11,500.00 468.96 250.00 $12,218.96 ' . SCHEDULE A 1971 PRINCIPAL PERSONALTY, Debits: May 26 Aug. 12 Aug. 16 Aug. 16 Personal property per Inventory and Appraisement filed $10,424.81 AARP insurance claim 12.64 CNA Insurance -unearned premium refund 4.95 S. W.; Miller Agency refund· fire insurance premium SCHEDULE B 52.00 $10,494.40 1971 PRINCIPAL PERSONALTY, Credits: June 14 Loss on sale of 23-shares of common stock of. General Motors Corporation (Inventory Item 7) Inventory value $1,910.44 Gross sale price @ 81-7/8: 1,883.13 SCHEDULE C 1971 PRINCIPAL REALTY, Debits: 27.31 May-26 Real estate per Inventory and Appraisement filed $21,750.00 1971 July 9 Aug. 6 1971 June 20 July 20 (Note: Real estate was sold at inventory value by private sale to Glenn D. Carpenter, Jr.; and Mildred D. Carpenter, his wife, by deed dated July 20, 1971) SCHEDULE D INCOME PERSONALTY, Debits: Moore, Leonard & Lynch -proceeds of sale of American Telephone & Telegraph Co. rights Moore, Leonard & Lynch -dividend of American Telephone & Telegraph Co. SCHEDULE E INCOME REALTY, Debits: Mark Morrison -garage rent Mark Morrison -garage rent $ 26.68 65.00 $ 91.68 $ 5.00 7.50 $ 12.50 . • I ... . . SCHEDULE F 1971 EXPENSES OF ADMINISTRATION: May 28 June 1 June 1 June 7 July 7 July 7 July 7 July 14 July 20 July 20 July 20 July 20 July 20 July 24 July 26 July 29 July 30 July 30 Aug. 9 Aug. 10 Aug. 10 Aug. 16 Register of Wills -probate costs Observer Publishing Co. -estate notice Washington County Reports -estate notice Isabel Narrigan -housecleaning and care- taker services to June 26 Isabel Narrigan -housecleaning and care- taker services to July 24 West Penn Power Co. -electric bill S. B. McWreath Dairy -bill for caretaker Moore, Leonard & Lynch -stock sale expenses Notary fee Ernest C. Cramblet, Collector -1971 School Taxes Less buyer's share refunded at sale $261.17 183.74 Isabel Narrigan -housecleaning and care- taker services to July 31 Bell Telephone of Pa. -bill Henry A. Jones -travel expense (including air fare and auto rental) and miscellaneous expense as Executor Herbert S. Post -expense goods, as follows: Advertising Fumigation Sale helpers Commission of sale of household $ 58.25 9.75 157.50 158.00 McKean & Burt, Inc. -shipment and storage of household goods Columbia Gas -bill J.C. McCleery Agency-commission on sale of real estate Recorder of Deeds -transfer taxes in sale of real estate McCreight, Marriner & McCreight -on account of attorney's fees West Penn Power Co. -bill S. B. McWreath Dairy -milk for ca~~t~ker Bell Telephone -final telephone bill $ 17.00 14.00 14.00 260.00 260.00 6.27 ·6.33 35.79 1.00 77.43 65.00 9.49 1,000.00 191.50 11.48 1,305.00 435.00 1,250.00 7.26 3.90 3.87 I I Aug. 18 Aug. 18 Aug. 25 Sept. 9 Sept. 9 Sept. 15 Dec. Dec. _, Columbia Gas of Pa. -final gas bill Washington-E. Washington Joint Authority - sewer bill West Penn Power Co. -final .electric bill Citizen Water Co.-final·bill Washington-E. Washington Joint Authority - final sewer bill Warrick Grocery Co. -fogd for caretaker McCreight, Marriner & McCreight - Balance of attorney fees $1,250.00 Notary fees 4.00 Cost of filing Inventory 11.50 Register of Wills -filing Account $ 4.95 6.62 4.83 2.96 1.67 12.92 1,265.50 19.00 $6,676.27 NOTE: The attorney fees include fees for special and extraordinary services normally rendered by the personal representative. SCHEDULE G 1971 FUNERAL AND BURIAL:. June 7 Sept. 8 1971 June 7 June 9 June 9 June 30 July 8 July 9 July 20 July 20 July 20 Piatt Funeral Home funeral Simon White's sons -marker .SCHEDULE H DEBTS OF DECEDENT: Isabel Narrigan -wages due West Penn Power Co. -bill S.B. McWreath Dairy -bill Ruth Wright -housecleaning on May 25, 1971 Warrick Grocery -bill Internal Revenue Service -Quarterly FICA tax Citizens Water Co. -Quarterly water bill Annex Pharmacy -May bill Ernest C. Cramblet, Collector -1971 Borough tax $1,339.92 143.80 $1,483.72 $ 65.00 6.11 17.78 12.00 58.07 70.72 11.17 15.58 92.17 • • July 7 Columbia Gas -bill July 7 Bell Telephone of Pa. -bill July 7 John R. Wheeler -garbage Sept. 6 Dr. D.M. Dunbar -house call 5/4/71 SCHEDULE I 1971 INHERITANCE TAX: July 30 Register of Wills -payment on account of inheritance tax SCHEDULE J 1971 ADVANCE DISTRIBUTIONS: July 20 July 30 Aug. 9 Aug. Henry A. Jones -furniture and furnishings taken in kind Henry A. Jones cash. Henry A. Jones cash advance distribution in advance distribution in Henry A. Jones -advance distribu~ion of 100 shares of common stock of American Telephone & Teieg~aph Co. in kind_at apprai~ed value (Item i 6Y Inve~t6ry) ~·· .... $ 30.24 33.48 9.00 6.00 $ 427.32 $1,000.00 452.50 2,000.00 3,500.00 4,562.50 $10,515.00 '· i ..... ·Observer Reporier.· WASHINGTON, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May, 1929, P. L. 1784, as amended. Commonwealth of Pennsylvania, County of Washington, SS: .........•.. Personally appear·ed before m<e, a Notary Public in anil. for said County and State, ... .Ri.c.h.a.r.d ..... S ....... C.QW.a.n .................... , who being duly s>Worn according to law, deposes and says that he is the .... Yic.e..~.P..r..e.~ . .i.Q.e.O t of the Observer Publishing Company, a Penns.ylvania corporation, and its agent in this behalf; that the said Company is•. the owner and publisher of the Observer-Reporter, succ•essor to The W.ashington Ob~erver, established September 18, 1871, and The Washington Reporter, ·established August 15, 1808, a daily newspape.r of general cil"culation, printed and publis·hed and having its place of busines•s at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and publish!ed continuous-ly for more than six months· prior to the publication of the notice hereto at:ta:ched; tha;t the pr.inted notice or advertisement hereto attached is a -copy of an official advertisement, ofi:~io.l notice, legal notice or legal advertisement, exactly as printed or publif:hed ;n the ObSierver-Reporter in its regular editions on the following date or o·~tes; ........................................... . ........................................ J.YJ).e .... 4 ....... 1.l ... a.nd .... l.8 .. , ..... 19.7.l._ ......................... .. that neither th!e affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega- !~~v~!. thi• affidavit ., to th• ti~'· plaa:t•;~ Sworn to and subscrib~d before me thisl6 ..... day of ... J.~.P.~ ... J..9.7.J. '~"":::::~;~;~~ WASHINGTON. WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6. 1972 • <.'EXECUTOR'S NOTICE } ESTATE. OF 'RUTH C. JONES. de· ceased l;;~te of Borough of East ~Washington, Washington 'County,' Pa. . • I . Letters Testamentary upon the above estate having been granted. to the_ undersi~ned, all persons having claims agamst the estate are re- quested to make known the same to . the undersigned or his attorney and all persons. indebted to the dece-dent are requested to make payment to the undersigned without delay. · Henry A. Jones,· Executor 1996 Algonquin Road . Mt. Prospect, ILL. 60056 McCreight, Marriner & McCreight i520. Washington Trust Bldg. ~Washington, Pa. 15301 l~ttorney 71131·Frl.·3tJ , Washington County Reports ·, Washington, Pennsylvania {PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 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 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: ........ ~~~: .... ~ .. ! .... ~.~.! ..... ~?. .. ! ..... ~?.?.~ .......................... . 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 ~'pee _and ;?haracter m pubv are true. ~ L. /Ju ........ ~~-· .. --............................................. ' 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. . . . . . . . . . . . . . . . . . ~ JONES, RUTH C., Dec'd. Late of East Washington, Washing-ten County, Penna Executor: Henry · A. Jones, 1996 Algonquin R o ad, Mt. Prospect, Illinois 60056 Attorneys: McCreight. Marriner & McC1·eight, 520 Washington Trust Building, Washington. Penna. 15301 ~ ( . :_tor -----~ Sworn to and subscribed before m~--------·---·--------~::-::::=-<::;: · _,. '.1..7..t.b ........ day o£ .......... ~~~2 ............................. , 19 .... 7.~ ..... .. #~c?---~~ JOSEPHINE T. SCIA. AtfflA . - Notary Public, Washington. Washington .Co... My Commission Expires July 1, 1974 I· ,, . ' .. ~ 0 () :0 :E I'll )> G'l U> J: :!:~o~ :E z -i .... Gl -i ~ I ~ -i 0 :1> :!g~:o ~ -i ~ ~ I ·. ••• -i ~ U> z ·OU>>I'Il .z-1-i:O -om riP I ( 'I ?> ~ ~ r ~ 0 0 z () Gl :0 I'll G'l J: -i <-___ ; ,, ;. & 3-7)-,_5-_~f- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ******************************* ORPHANS' COURT DIVISION *************************** No. 63-71-554 In Re: Estate of Ruth c. Jones, (Dec'd) ******************************** "SUPPLEMENT TO PETITION 'SUR AUDI':{l ~ :::':1· ~· . ····:"'}; ~~~,·.: f:.; rr, ~ ·· ·c....., ' I• :.,(·r·-, . p)/ --~ c:: ~ --.. ~ ;_ ~ ........_ -,.,'\ '"--. ~-I>.~- -(f) -. t-::; ,-. ... '""' ·~ ~ ~;t l 4. ) ~;:' (r. :::; I j.· C") ;:;:f r···~ ... • . ~'.> :-. ~ .::::J r·"· '.'J I 1 •·tt • -.~,.,-0 ;-.. ;; • --... .;;.. 0 ...... .._. ~ --.. ""' ~"'"""' •• ,_~_ ... '0'..:' r--•'l .J'.... .. ~ ll·..J~: •. ~ ;::: .x: J'--:?:. "' ~ ~r-· "-i ~.. --' _, ... .: ;:::: ..:_, --. -*· -o r-.-<_ -•·. '?' Cl'] 0 ~~ I'..J ~ McCREIGHT, MARRINER & McCREIGHT ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON, PA. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS COURT DIVISION ) IN RE: ESTATE OF RUTH C. JONES, ) (Dec'd) ) No. 63-71-554 SUPPLEMENT TO PETITION SUR AUDIT TO THE HONORABLE PAUL A. SIMMONS, PRESIDING JUDGE OF SAID DIVISION The following additional debits and credits are sub- mitted to supplement the First and Final Account and Petition sur Audit heretofore filed in the above estate: Balance for distribution per Account Additional debits per Audit Petition Additional credits per Audit Petition Additional debits since Audit: First Federal Savings and Loan Assn. of Washington-interest 3/1/72 to 3/31/73 Liquidati6n'value of'stock in Washington Ice Cp. , . Tot~l.additional. debits Additional credits ·since· 4Audi t: -· August 9, 1972-Henry K. ·1Jones-· • t • • additional advance distribution August 9, 1972-McCreight, Marriner & McCreight-special services in connection with Dunston· claim., including research and·~reparation ,, $1,313.69 34.29 $636.71 193\43 $830.14 '+'. 1,800.00 .. ( of brief , . ~.75•. 00 Octobe:r 10, 1972-McCreight·,. Marriner · · , f & McCreight-reimbursement of cost of investigation March 5, 1973-Pa. Dept. of Revenue- 1972 fiduciary income tax June 1973-Howard E. Goldfarb, Esq., 50.00 13.74 Attorney for Katharine Jones Dunston- per stipulation (~o be treated as an advance distribution to Henry A. Jones) June 1973-McCreight, Marriner & McCreight-special services from ·August 9, 1972, to date in connect- i"on with Dunston claim June 1973-McCreight, Marriner & McCreight-reimb~rsement of fee advanced to John I. Jacobson, Esq., of Ft. Lauderdale, Fla. in connect- ion with Dunston claim Bank service charge in 1971 Total additional:credits Present balance for distribution 2,500.00 425.00 50.00 .50 $5,314.24 Balance $12,218.96 13,532.65 13,498.36 14,328.50 _,., ' f $ 9,014.26 Respectfully submitted, McCREIGHT, MARRINER & McCREIGHT BY (2 ~ 7J1~ _,- ~orneys for Henry A. Jones, V Executor ~ ~ ~. 3: n () :u :E ~ ~ Gl ~ J: ~;z~:-1 ~ ~ 6 3: J: 0 ;u )> z z z :u Gl -l m :U -l ;u < - \-· r 0 C (ll Z z (ll ~ fT1 . -l-l;lJ ~ ~ ~ A> '• r :E 3: ~ n z () Gl :u ~ fT1 Gl J: -i \ lc, 3-Jf-~<-5~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVAN~A ORPHANS' COURT DIVISION In re: Estate ~f Ruth c. Jones, Deeeased, ""' "'"'"""' --..)-"''l No. ~f3-554 (;.,.,. TO''""' W or,; ?-l":.-w= x--e--o".of;} ~ ' --c.-ri ;:; ~ -... . .. , r ~1 ;; ~~ -.. :2 --~ ~ ,. ·~ • -• • ~'"'!; 3::: .~~ G < .. : .••• ? z -n ?:'"' ~~ 'h (~ "'1 ..... ):!:-. :::.: C'\ ~---r-~ r-...,,.. -ore; ;>(!) . ~ STIPULATION OF ~UNSEL ~/ ~ . . o1 AND now, JuneS"'"' , 1973, the within Stipulation of Counsel is approved and ordered to be filed. ' ~ r McCREIGHT, MARRINER Be McCREIGHT ATTORNEYS AT LAW WASHINGTON TRUST BUILDING WASHINGTON. PA. ;r.,.<~' ; IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF ) ) ) No. 63-71-554 RUTH C. JONES, deceased STrPULATION OF COUNSEL AND NOW, , 1973, pursuant to authorization by their clients it is stipulated by and between counsel for Henry A. Jones and Kat.harine Jones Dunston, subject to the approval of the Court, that: 1. All claims and objections heretofore filed by and on behalf of Katharine Jones Dunston in connection with the Estate of Ruth C. Jones, deceased, are hereby irrevocably and finally withdrawn • .. . . ,. l • ' l ~' /"' 'f f r • J < : 2. .H~nr.y ·A. , Jones shC:ll pay ~P ~he. said Katharine Jones Dunston out of the principal said Estate the sum of Two Thousand FiveHundred ($2,500.00) Dpllars, which payment shall not r, .~ ' ... ' be construed as an admission of~aid claims and objections, the . , validity of which is at all times·~enied b~ the said Henry A. Jones. 3. Katharine Jones Dunston shall execute and deliver to the said Henry A. Jones, through counsel, a binding general release· of·the said Henry A. Jones, individually and as executor, and of his heirs, executors, administrators, successors and as- signs of and from any and all claims of any kind. 4. Subject'to the payment stipulated in Paragraph 2 hereof, which is to be charged as an additional advance distribu- tion from the Estate to Henry A. Jones, and subject to such other additional debits and credits as have accumulated since the preparation of the Petition Sur Audit and are allowed by the Court and subject to the payment of audit costs and such balance of transfer inheritance taxes as may be due, the residue.of the estate, including .. advances heretofore made, shall be awarded t·o -1- . . Henry A. Jones as sole beneficiary thereof, absolutely, uncondi- tionally and free of trust. . ' ·, \ McCREIGHT, MARRINER & McCREIGHT BY 1!:: c. zn-e._r Al~~ for Henr;lo;.c;nes, . /. dividually and as Executor of e Estate of Ruth C. Jones, decease t .I -t I' ->. I .. for . ... . . • I -2- -'· . ,. .. .. ~ ,.. ' f ... ~lt tq~· I' O!nurt nf Q!nmmnu Jl~an ®rpqaun ~ O!nurt In the matter of the Audit of Account in nf llanqiugtnu mtnininu Q!nuuty Estate ofRUTH C. JONES 63-71-554 No. _________________ _ TO THE AUDITING JUDGE: Enter· __ __::o_u_r ______ appearance for ___ H.....:e:....:n:..:.r~y~A:........::._J:......:::o--=n.:..e.:.....:.s_.,,__E.:.....:.x::...e::...c.:.....:.u::...t::...o.:...=.r _______ _ McCreight, Marriner & McCreight day of March , 19__]1_ N. B.-Counsel shall, by separrute paper, present a concise statement of each claim, wHh 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. j No. 63-71-554 In re Audit of Account in Est31te of RUTH C. JONES AUDIT Jrarripr fnr 1\ppraranrr FOR Henry A. Jones, Executor McCREIGHT, MARRINER & McCREIGHT Attorney ~2 J. PETITION SUR AUDIT T"tato Form j ,_. IN THE ORP.HANS' COURT OF WASHINGTON COUNTY Estate of .......... RJJ.'l1L.C.! ... J.QN.ES ____________________________________ _ N 63-71-554 0 ..... -------------------------------------------------------------- Fiduciary ....... H.~n.r.Y. ... ~.! ... J.9..n.~-~..J ...................... . -----------------------------------------------------~-~~-c;-~_t9.r ________ _ Deceased Dote of · Dote of Decedent's dearh .... -------~~Y. ... g_~ '----~ 9..7. ~--....................... Grant of Letters ..... --~~!?-~ .. }.L .. ~ ~.7_ ~-............................ . This is the .......... F.'.ir.~.t ... an..d .. F.1nal .............................. occount filed in this estate If there hove been former accounts filed in this estate, list file number or number and term ...... !?-.<?.~~--------------------- Election to toke Dote Election Place of; Under or Against will. (cross out one) none Filed ----------------------------------Record ------------------------------ Nome of surviving spouse .................... !.l:~~-~----------------------------------------------------------------------------------------------------------------· List_ issue, where material: Not material Did decedent marry after execution of will? (indicate) JMex .. No. Any children born after execution of will? (indicate) XG No. If answer yes, nome them ................ -------------·--------------------------------------------------------------------------------------------------· Legatees Relationship Interest Fiduciary, if deceased or not sui juris Henry A. Jones Son All sui juris (Harry A. Jones, decedent's husband and primary beneficiary, died May 24, 1965) List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: None, except as indicated above If partial intestacy, give facts: Not applicable 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. ~ If any exception give cause: ..... NQ ... ~X.C..e.P.tion .......... .. File copy of Notice and date of moiling .......... D.eQ.e.ro.b.~r ... l.~~---l.9.7.l ................................................................................................... .. Is estate subject to the filing of a Federal Estate Tax Return? ........... ~.<?. ...................................................................... . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $.l~.O.Q.Q_,_Q_Q ....................................... . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . ............................. ~9-~---~P..J?.~-~-?.~-~~-~---························································································································ 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. No known claims 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: A discrepancy of $106.89 in Inheritance Tax Appraisal resulting from outstanding checks is fully explained in letter to Department of Revenue of September 30, 1971, a copy of which iB attached. Allowance of additional deduction of $106.89 is therefore requested. Balance for distribution per account, Itemize any additional debits not shown by account: Gain on partial redemption of stock of Washington Ice Company 12/21/71: Redemption of preferred stock -$1250.00 Inventory value of all stock -250.00 1st Federal Savings & Loan of $ ... ~.?.,_~}-~-=.2.? ........... . $1,000.00 313.69 Washington -interest to 3/1/72 Total additional debits (Add) 1,313.69 ' i3 532.65 $.................................... , Itemize any additional credits not shown by account: r 1 Register of Wills -additional cost, filing Account · Pa. Dept. of Revenue -income tax Notary Fee Total additional credits (Subtract) Balance for distribution $ 4.00 29.29 1.00 $ ....... 3.~ .•. 29 ................ . $ .. }.3.,_~-~-§-~ 3 6 ··--------·------ If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); 250 shares of common stock of Washington Ice Company (in liquidation) -remaining carrying value Cash on deposit in Savings Account 1728852 in First Federal Savings and Loan Association of Washington, Pa. Cash on deposit in Checking Account in Pittsburgh National Bank ., 0 13,063.69 434.67 $13,498.36 September 30, 1971 Commonwealth of Pennsylvania Department of Revenue Bureau of County Collections Washington Trust Building Washington, Pa. 15301 ATTENTION: !··'lade line Finney, Appraiser I Gentlemen: IN RE: Inheritance Tax Division 38-176-1 . Estate of Ruth C. Jones File No. 63-71-554 As you know~ the appraisement in the above estate reflects the fact that the balance reported by Western Penn- sylvania National Bank in Mrs. Jones' checking account was $2,129.13, whereas the balance as reported in our Inheritance Tax Return was $2,022.24. As explained by telephone, the reason for the $106.89 discrepancy was three outstanding check:3, copies of which are enclosed, as follows: Check No. 2149-------Ruth Wright-----------$ 10.00 Check No. 2154-------Annex Pharmacy--------22.89 $ Check No. 2158-------S. w. Miller Agency---71.00 Check No. 2161-------Boyd McClain----------3.00 $106.89 These checks, all of which had been issued prior to Mrs. Jones' death, were paid and cleared by the Bank in due course following her death, ao that the net sum actually withdrawn from ,. I • .. Commonwealth of Pennsylvu.nia Department of Revenue September 30, ~971 Page 2 the Bank·and deposited to the estate checking account was $2,022.24, aa reported i.n the Inherltance Tax Return. We should like to avoid the trouble and expense.of an appeal, which would hardly be necessary to correct this routine discrepancy. Will you please, therefore, take the necessary steps to correct the appraisement without the formality of an appeal'? Yours very truly, McCREIGHT, MARRINER & McCREIGHT BY ____________________________ __ JCfvlcC:mb Enclosures il I~ I I I I I If Family Exemption claimed by Petition, give place of Record: ......... l..n~.P.P.llc.a.b..l.e _____________________________________________ _ 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: Advance distributions per Schedule J of Account: $10,515.00 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: . - 'It is respectfully requested that the entire residue, including 250 shares of common stock of Washington Ice Company in kind, be awarded to 'petitioner as ~ole beneficiary. ·- '• .. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being dulY---------~~~~-~-----------------doth depose and say that the facts set forth in the foregoing petition are true to the best of .............. h~-~-----------knowledge and belief . • ............. .Sw.arn ...................... to and subscribed before ~· th;s ;:J-!iay ol.;::r.?'~:··z··197.~ S<gnotu'e of Off<ce~ .. ~. Hie of Offke'··~--~·········· Office expires .... ~. J. .. ~ .... /.9.. .. 1//. ....... BARBARA CRAIG, NOTARY PUBLIC WASHINGTON, WASH'ir·fGTON COUNTY MY COMMISSION EXPIRES :UNE 25, 1974 Member, Pennsylvania Association of Notaries And your petitioner will ever pray, etc. --~~································· ................................................................................................................... ,.. r' .. // -. J' No. _____ §}::1.~-5 54 --·-------------------------------------- Estate of ..... ~!!.~!f. ___ g_~ ___ ;!.QN.~~---------------------- Deceased Fiduciary ..... H.e.nr.Y-.. A ...... ...Io.ne.s.., ................ . Executor PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the 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 Wi II. 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 & McCREIGHT ----------.... -----------~ .... -............................. -...... -.... . Attorney ~2 I I,, I IN THE COURT OF COMriJON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF RUTH C. JONES, Deceased. ) ) ) NO. 63-71-554 ) ) N 0 T I C E PLEASE TAKE NOTICE that HENRY A. JONES, Executor of the Estate of RUTH C. JONES, Deceased, has today filed his First and Final Account in the Office of the Register of W:i,lls of Washingtort County, Pennsylvania, to NO. 63-71-554, and that the same will be presented to the Orphans' Court of Washington Courrty, Pennsylvania for confirmation on March 6, 197 2, .and be called for Audit by the Court at a time to be fixed by the Court during the ·week of March 20, 1972, when and where you may appear, in person or by counsel, and be heard, if you so desire. Washington, · Pa. December 14, 1971 McCREIGHT, MARRINER & McCREIGHT Attorneys for Executor ., . --[II IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. ~ z <( > .J >-Ill z IN RE: Estate of RUTH C. JONES, Deceased. ~ BEFORE: i 0 ... C) z i Ill <( 3: ~ a: ... !!! Q .J <( § APPEARANCES: g TIME: ., :z: 1:: al ai a: Ill ... ~ THE COURT: a. Ill a: ORPHANS' COURT DIVISION ( ) ( ) ( ) ( No. 554 of 1971 HEARING ON AUDIT The Honorable P. VINCENT MARINO, Judge of the said Court. McCREIGHT, MARRINER & McCREIGHT, Esqs., of Washington, Pa. ; representing the Accountant. HOWAkD E. GOLDF A.rtB, ESQ., of Washington, Pa , representing Katherine Jones Dunston, claimant . Thursday, March 23, 1972, at 10:00 A. M., EST Number 554 of 1971!, the estate of huth C. Jones ~ deceased. The Executor is Henry A. Jones and the attorneys :J 0 0 ~ i3 iL are McCreight, Marriner & McCreight. Mr. James McCreight? ~ Mh. McC.l-\EIGHT: May it please the Court, we eni:er our appearance it on behalf of Henry A. Jones, the Executor? and attach:lil/to and hand up to the Court the Petition Sur Audit and other required pape s. At the time of the execution of the Audit Petition there were no kno trn claims. But we have since been made aware of a claim that will be presented in Court this morning. We will not make reference to that now but we do call attention to a di:s_cr.aoancv in the Inheritanc P. J - ------------------------ .. 2 Tax appraisal which resulted from outstanding checks at the time of the death of the decedent. And we have attempted to get this mat er cleared up directly with the Inheritance Tax Department. That has been unsuccessful thus far to our knowledge. And we therefore are suggesting that the outstanding claims be allowed as additional deductions against the Inheritance Tax and have listed them. THE COURT: Very well. Mr. Goldfarb? HOWARD GOLDFA.hB: If the Court please, I would like to enter my appearance on behalf of Katherine Jones Dunston, daughter of the decedent, who herewith enters her claim for 50o/o of. the distributable estate. ·I have attached to my appearance a statemen" on behalf of Katherine Jones Dunston. And I am further submitting certain objections to the first and final account which are relevant only if and are indeed subsidiary to the statement of claim. Henry A. Jones and this claimant, Katherine Jones Dunston, are the sole anintestate heirs ofthe decedent. It is the position of the claimant that the final paragraph in the Will makes the dis position to Henry A. Jones conditional, and that condition was indeed false; that the disposition to Henry A. Jones was based on an assumption and indeed the word assumption is used in the final paragraph of the w· l, that that assumption was false; that the dis position fails. And that therefore, the estate should pass in equal shares to the two residue l heirs, being the two children, Henry A. Jones and the claimant. The Statement of Claim of Katherine Jones Dunston also maintains .. 3 that in the event the disposition to Henry A. Jones does not fail because of the interpretation of the assumption sentence in the fina paragraph of the Will, that there shoulEi be imposed upon the dis- tribution of assets to Henry A. Jones a trust in fa~or of Katherine Jones Dunston for the rest of her life; and that this follows also from other words stated in the final paragraph of the Will of the claimant's mother. Mn. McC.KEIGHT: May it please the Court, on behalf of the executor, I should like to state firmly that these claims are delnied both as matters of fact and as matters of law, ingenious though they may be. (At the direction of the Court, off-the-record discussion was not recorded by the stenographer). THE COUnT: So we will hear the arguments on the legal matters first. I have no objectiontt0 that. I think it's simpler for everybody concerned, as long as we have a little time to prepa e our briefs. That's all I'm asking of the Court. I think in this case it would be wise if the briefs were prepared prior to the argument~ , rather than after. MR. McC.KEIGHT: I would think so. M.h. GOLDFAhB: Sometimes on a fact hearing, we submit briefs to the Court after the fact hearing. I think in this case it would be better for the Court if we submitted the briefs prior thereto. ·~ -.. i 1 e I ~ z < > ...1 > Ul z z Ill D. MR. McCREIGHT: This kind of thing, like all Will interpretation briefs, until the issue is narrowed, you have some difficulty. So that I w ruld expect that your brief would narrow the issue of the question of the contingent Will. THE COURT: We will hear legal arguments and briefs will be presented prior to the time of the arguments. We will fix a date o the legal arguments. I have an opening here on Wednesday, May 24. ~ MR. GOLDFARB: 1-Cl z That's good. ~ Mli. McCREIGHT: < ~ ~ THE COU rtT: ~ l-UI Q ...1 < 0 This would be at 10:00 o'clock A.M. Ten o'clock A.M., May 24, 1972. ************ Q ::l ... l hereby certify that the proceedings and evidence are contained I: t.:: C\1 ui fully and accurately in the notes taken by me on the hearing of the above a: Ill 1-a: 0 D. Ill a: 1-a: ::l 0 0 ...1 < 0 ii: II. 0 cause, and that this copy is a correct transcript of the same. The foregoing record of the proceedings upon the hearing of the above cause is hereby approved and directed to be filed. J. 4 .- ' j . ' "~~ 11 j) ~·~ _; J I X: .. c... Q· .. r...n w (">'# t±..-·z--· .l •' I ~-· ..... ,, . ~ ' I • I ''! :·•:t '·' 0 z p::; .,£'! ' '• . . ' I_; . 'o U) <l: .....! a.. _j ~ 0-~',; <....-< .. J • :-'j : ,( .\ j l~ . ;_;, ,_J ;< --.A. r ... 1 ~ .:•-t:r r j .:! -. ., .· . :... J . : . ·~ ' t ( J: ·' ·' ",J tf LJ t ·')..._ . L· ,., ':t. . Ll {"-' _{ •,- * *·* * * * * * * * * * .1 t·J·:. -~r;~rf~ l~ /'; ',;J J J ,, . J ) ,... 1 ·:. • f-( -... ' ! • -~.' -· ·.,·t J. l' :· .\.J ,.. .. _,'J ; ,.· ,;~;, •,•:l " ' ... r.....,.l,io ~ !:. ... . . ' :• \ ·; In t4~ <ttnurt nf <ttnmmnn Jl~ns nf llns4ingtnn <ttnunty, J~nnsylnania, ®rp4ans' <ttnurt iinisinn ESTATE OF N 63-71-554 o. __ __:_.:..:._ __________ _ Ruth C. Jones, In the matter of the· __ F_ir_s_t_an_d~F;....;i;;.;;;n;.;;..a;.;;.l __ Deceased. Accountof Henry A.-Jones, Executor ADJUDICATION AND DECREE And now July 5 , 19~, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon d'ue consideration thereof of the balance for distribution in the hands of the Accountant is determined to be $ 9014:26 and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of disribution hereto attached and made part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg . . ·.·~ . ~~~? ~ J. SCHEDULE OF DISTRIBUTION Balance per account ________________ _ Additional debits -Audit Additional credits -Audit Balance·--------------------- Deduct Clerk's Costs & Receipts, ____________ _ Attorney _ ___:M:..:..::...:c-=C-=r:.....:e;.;;.i.;;;_gh=-t=-<,C-M=a:.::..::r-=r-=i..:::n-=..er::.:.....::&::......::.M:..::.c-=..C=-=-r-=-el::...:. gJ..:.h:..:t ___ _ Russell Marino, Agent, balance of transfer inheritance tax, Interest from 8/26/72 to 7/11/73, Russell Marino, Clerk 0. C., filing fee Stipulation and Supplemental Petition, Henry A. Jones, residue, $301.61 15.83 2143. 83 5348. 53 27.00 317.44 5.00 8664.82 $12,218.96 J Mr_L· r-.. -' - l - (. j , I ( J . 'J \ J,_ j. 0 ..... ...... :::r CD' 3 0 :+ CD ., 0 ..... ...... :::r CD . 1 J. T - J :I 0 '~ ~ > )> -< -1 :::0 IT1 6 0 :::0 :11, ~ 1'11 (;) -< • 0 m c;, r ~ 0 c r r 'TJ > c )> ~ 'TJ ;a )> ID :::0 ID ~ ;.. I • IN THE COURT OF COMMON .PLEAS OF WASHINGTON COUNTY, PENNA. ORPHANS' COURT DIVISION ~0. 63-71-554 IN RE: ESTATE OF RUTH C. JONES, deceased. . ' OBJECTIONS TO ACCOUNT.,1!:.·· ·:E ""M ~ ----__ _._______.._ -'7t-- ----.;':'¥' ....... fi"J c C-,.,........... (/) G") , ,.... c:: j ::c -~.! r- -(/) (!) z -1 ;q c_;) m r- -1 ;:::J r-oo ;z ~ 11 -~ 0 -> 0 :t: ;:::(} ; ;::: ::::;;; -ur-c; ?>.c,n ( .. .f., f'1j! f:;Ji ~"0 .,. .:::::!: I"'V ..+::" ~~ ;· >~~ t.(: . ·~:-t;~ . GOLDF1ARB AND GOLDFARB ATTORNEYS AT LAW 9 COURT SQUARE ARCADE WASHINGTON, PA. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: No. 63-71-554 ESTATE OF RUTH C. JONES, deceased ) ) ) ) OBJECTIONS TO FIRST AND FINAL ACCOUNT OF HENRY A. JONES, EXECUTOR Claimant, RUTH JONES DUNSTON, makes the following objections to the Account: 1. Schedule F of the Account lists as an expense of administration the amount of One Thousand ($1,000.00) Dollars paid to Henry A. Jones on July 20, 1971 as travel expense and miscellaneous expense as Executor. Said expenses are not itemized, and claimant objects to this expense item. 2. Schedule J lists advance distributions in cash to Henry A. Jones of Two Thousand ($2,000.00) Dollars on July 30, 1971 and Three Thousand Five Hundred ($3,500.00) Dollars on August 9, 1971. Claimant objects to these advance distributions inasmuch as equivalent advance distributions were not made to or for the benefit of claimant. 3. Schedule J lists advance distributions to Henry A. Jones of certain furniture and furnishings on July 20, 1971, and One Hundred (100) shares of common stock of American Telephone & Telegraph Company in August 1971. Claimant objects to these distributions in kind without the written consent of claimant, and without making equivalent distributions to claimant. March if...~ , 1972 ttorney for Katherine Jones Dunston, Claimant IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF RUTH C. JONES, deceased ) ) No. 63-71-554 ) DISTRIBUTION RECEIPT KNOW ALL MEN BY THESE PRESENTS, That I, the undersigned HENRY A. JONES, do here~y acknowledge to have received of and from the Estate of Ruth C. Jones the full sum of eight thousand six ~ hundred sixty-four dollars eighty-two cents ($8,6i4.82) in accord- ance with the Adjudication and Decree filed by the Court on July 5, 1973; And I do authorize and direct that this receipt be filed among the records·of said estate and noted upon the docket thereof. . ~e~~ ,this~day L6f WITNE·SS ·my h~nd and of ' ~ : '. ~ ~~~~--' 1973 , ~ . .. ., .: t ' ";.• ~ ·~ .. J ~ • r ' . ~ { 'I '' '\fd·'·oo N·o1~1~HHSVtA SlliN\ .:!0 tJ31SI~3U, · ONfi:ljJI; ll~lSSnt.l 9·2 ·, ~Jd L2 1nr u ... ''!!! •. .: n_ ., ... '1' f J \J .:1 t .:l ', .. ,,1 ' ',· .. • I •, ~lt t4t <ttnurt nf <trnmmnu Jltas nf llas4iugtnu <trnuuty ®rp4ans' <ttnurt iinhlinu In the matter of the Audit of Account in Estate of.......c... ___ R::..:...::.U-=T-=H~C.:.....:.•__:J:._O:._N:.__E:..::S:.__ _____ 1 N 63-71-554 0. __ ~~~~~~~--------------------- TO THE AUDITING JUDGE: Enter my appearance for Katherine Jones Dunston, daughter of the decedent, and claimant of Fifty (50) Per Cent of the distributable estate. day of March , 19~ N. B.-Counsel shall, by separa:te paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. J No. 63-71-554 In re Audit of Account in Estrute of RUTH C. JONES AUDIT Jra~rip~ fnr 1\pp~araur~ FOR Katherine J. Dunston HOWARD E. GOLDFARB Court Square Arcaae: was¥il£Wlfton, ~2 Pa. 15301 J: 0 3: ~ ITI' • )> )> -< :I ;;a ITI g 9 :u .... z 1'1 fT1 (;') -< • Ill 0 > Gl r -1 0 0 r r "TJ ~ 0 > "TJ~ II > m ;;a m I .. t..___. .... IN THE COURT OF COMMQN PtEAS OF WASHINGTON COUNTY, PA. ORPHANS• COURT DIVISION No. 63-71-554 IN RE: ESTATE OF RUTH C. JONES, deceased APPEARANCE STATEMENT ON BEHALF OF KATHERINE JONES DUNSTON GOLDFARB AND GOLDFARB ATTORNEYS AT LAW 9 COURT SQUARE ARCADE WASHINGTON. PA. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: No. 63-71-554 ESTATE OF RUTH C. JONES, deceased ) ) ) ) STATEMENT ON BEHALF OF KATHERINE JONES DUNSTON 1. Claimant is the daughter of decedent, who was survived by Two (2) children, claimant and Henry A. Jones. 2. The final paragraph in the Last Will and Testa- ment of decedent states that the bequest to Henry A. Jones was based on the assumption that claimant had fully assured security for her elderly years. Said assumption was and is in fact false. Therefore, the conditional bequest to Henry A. Jones fails, and the estate is distributable in equal shares to claimant and Henry A. Jones as the sole intestate heirs of decedent. 3. In the event that the bequest to Henry A. Jones does not fail, then there should be imposed upon Fifty (50) Per Cent of said bequest;; a Trust for the exclusive benefit of Katherine Jones Dunston, claimant, for maintenance and support during the rest of her natural life, based upon the words in the final paragraph in the Last Will and Testament of decedent. Ho March .2'3 , 1972 Katherine Jones Dunston, Claimant . ' Form RCC-33 COMMONWEALTH OF PENNSYL VAN lA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS j Washington RESIDENT DECEDENT COUNTY OF ····················································································· 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 reside~ Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of _the)nheritance_ af!d _E_st,ate !a."' J\ct of 1~§1.) ----_•:=~~~~~~2:;~~-·0~---c ..... o ... ~~-t .. ~}=~ Late ot .................. W.9: . .§ .. hJng:t. .. Pn.. . .. . . ........... ... .. ... .. . ..................... -· , ::.: ~-:::::~~:::~:::_=~~---~-=} '" .............. ti.:E,;,.N.B.X ...... A..! ....... J..QN.~.$ ........................................................................................ . Eucutor of the estate of the above-named decedent being duly sworn, deposeS and sayS Decedent ·died ................ .. ....... ...... :r'I9.:_Y. (Month) 26 ........... , 19 .. .7J ......... ,f testate .leaving a last will, copy of which is hereto attached. } (!Jay) (Y<:Rr) l *'XeXlXoK. N~me and address of attorney or} J aJ1le~ .. G. .IVI9G:r~:i,gl}t of.. M.c.G;r~:L.g.ht ... .,. M.a.rrtn.e.r. & Mc.Cre.ight ..... other authorized representative to. whom au correspondence should be 520 Wasl'lin.gton 'r:r'IJ,~t :Suild.lng .............................. .. mailed. Washington, Pa. 15301 That as such ....... E.~~.Q.Y..t..Q.r, ................ deponent is familiar with the affairs of said estate and the property con-<•:x .. cutor-Administratorl stituting 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF Ruth C. Jones RELATIONSHIP OF JOINT HOLDERS TO_DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules A & Bof this return, with the exception of the following, for the reasons hereinafter set forth: That Schedule A attached }1ereto 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 forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns ~rovided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule 8 attached ~ereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereo~ or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, norses, carriages, automobiles, boats, and any and all other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated market value thereof; all bonds and mortgages held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable to the estate from life insurance polici-es carried by decedent; all annu:lty and endowment contracts the proceeds of which were payabl~ 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 a'ccrued interest thereon to the date or 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 substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the· date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.· It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of dea'th. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transfe~ee 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 COllY of the deed, trust agreement or other instrument creating the trust. Thero~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died Prior I to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. '· That Schedule E attached hereto .and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of '\ . ' death; taxes accrued charge.able for period prior to decedent's death (except. those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ............................... .. ·······-····--··-·-············~ Tt h ... day of .. .. .. ····;ugust ............ 19.·-f·l .~:::-::~.~.ot. JBARBARA cRAie: NflTARY~ .. ··········-···. WASHINGTON, WASHINGTON COUNTY MY COMMISSION E.XPIRES JUNE 25, 1974 Member, Pennsylvania Association of Notaries ~~{tJi;@~d. _____ _ . ....... l.9.9..6. ..... AJgQn.9JJ..i..n .... R.o.ad. ........................................... . (Street Number) Mt. Prospect, Illinois ....................................................................................................................................... (City or Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. RC'C-34 (1-64) ' • COMMONW.EAL TH OF PENNSYLVANIA DEP.ARTME~T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE 11A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property heid as joint tenant or tenancy by entireties, report on Schedule "r,:". Property b•ld 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 Commo['lwealth af Pennsylvania should be described by lot and block number, street and street number, together wl th a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm state number of a- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, acciued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. Lot 43 and the southerly half of Lot 42 in Morgan Addition to Washington (Plan Book 1, Page 150), fronting 75 feet on the westerly side of Morgan Avenue and extend- ing back therefrom in a westerly direction of uniform width a distance of 150 feet to Grayson Alley. Improved with dwelling (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) (3) D~PARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write In this space) house known as 65 Morgan Avenue and garage. ~ Sourse of title: Deed Book 508, Page 565 ~~;.r-r:2! ~-~ and Deed Book 506, Page 500. $5,125.00 ~21,750.00 1 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. $21 '750. 00 ~? ~0. {}--() / •, ., f RCC-:35 • .. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paj_ntings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in sa.jrt 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. 1 2 3 4 5 6 7 7a 8 9 ITEM List and describe fully Clothing and personal effects Furniture and furnishings Cash UNIT ESTIMATED VALUE MARKET VALUE No Value ~Jn.;~ 1' 534.00 H{i'(l.:r 60.00 Checking Account #66-2-704346 in . Washington Office of Western Pennsyl vanic: 1.lvv-/i·~ ~12. 9, I 8 National Bank · ~-"/J~";:,.., 2,022.2-4-- Retroactive Social Security increase due for January ~ April, 1971 National Ben Franklin Insurance Co. - medical insurance claim 23 shares of common stock of General Motors Corporation @ $83.0625 Dividend on above stock declared May 3, 1971, to shareholders of record May 7, 1971 100 shares of common stock of American Telephone and Telegraph Company @ $45.62 50 units (each unit consisting of 1 share of preferred and 5 shares of commo1 stock) of Washington Ice Company @ $5.00 44.80 21.28 19.55 fr-k/) ~ 4 '562. 50 250.00 DEPARTMENT VALUATION (Do not write in this space) ;s~1 oo I 60. 0 0 ~ ;c29. ;3 / ~ Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. X X $10, 1+214. Bl /Cj-s-..1 I 70 i05.3/.70 RCC-'36 ' · COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C" TRANSFERS (1) Did decedent, within two years of death, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) no (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) no (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer ----------- (b) State of decedent's health at time of maklng the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate conslderatlon therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) __ ~n~o~----- (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of. disposition? (Answer yes or no) ________ _ (b) What was the transferee's age at time of decedent's death?------ (5) Did decedent in his lifetime make any transfer without receiving a valuable and 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~o~----- (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)n~o'----- (8) Did decedent, at any time, tr.ansfer property, the beneficial enjoyment of which was subject to change, because of a reserved power·to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) __ ~n~o~---- (9) If the answer to (B) 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 supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION N 0 N E Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) Rtt-3~ CCMMONWEt\LTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRl'CTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisition, Name! Address and Relationship of Co-Owners, and Place of Record of Instrument, where Real Estate. 1 N 0 N E Unit Value percentage Share Estate Valuation Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest h . RCC.:37 '(1"2-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Henry A. Jones 1996 Algonquin Road Mt. Prospect. Illinois 60056 -------------------------- SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Son Yes All Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~stoo»wx ~ No. ~~~.!~~~5~iC ..... f!\1 THE :\lATTER OF THE APPRAISEMENT OF THE ESTATE OF .. RUTH .. C, •... JONE.S ... Deceased Late of .Borough .o.f .. East ... Wash.ington. .. County of . :W.~f>ll:~ngt;on . Commonwealth of Pennsylvania REPORT AND APPRAISAL ·~'d '·oJ NOJ.:~r·IIHSV/,\ S lll/.\ :' ·1 ' : l::; I~ 3 U o:,l:~~~:~; ; ,~-:c;snu g I ~I hd ','"';'!ill (], -'dli ' ;.-: ~ 1 -. McCreight, Mar~iner ~ ~Qpreight 520 Washington Tr'ust· Building Washington, Pa. 15301 (Executor-Administrator must complete "As Reported" column #1.) C) ~ '"C :::0 .... .... (!) (!) 0 !); .... e. Cll ::I Cll Cll Cll 0 >+> ::I '"C ~ (!) e. .... .... !); "' 0 X '"C '"d !); (!) 0"' .... .... ~ 0 ~ '"d ~ (!) .... "' ..... ..... '< !); ..... (!) en c: ~ ~ > :::0 w~~-< ?" ~ ~ n o3 > ::: ::: ;: "*"*"*"*"*"* ~: ~:~ ......,.,:1--' "*"*"* \~ ·~ .~ ·~ 1\.)- if.-1; ~ ... 'i'-:J!;:I::j . (!)-~."" ...... o· o .__. . .... 0. 8' ) ,... a~ -0.00-0 >-~-;: ·,53,, "' .~~ r~ :~'f)" c:t:; .~ ~ 3"'-' '':t :;· . 'l . r. . C). : .=:: . ' ). ' 1 .). RCC-61 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT HENRY A. JONES (Execut~) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-176-1 In Re: Estate of _R_U_T_H_C_. _J_O_NE_S ____________ _ _ W_A_S_H_I_N_G_T_ON ___ County_ File No. 63-71-554 Dear Mr. Jones, You are hereby notified that the_ ..... our_iyg&,..L. n.u.a.a...a.l ____________ _ appro i sement in ·the estate of ___ Ru.Iui..~..T..uHL--->..CL<.~JwOu.;NE(.Ji.l.:..;JS_~:-=::===-=-=-=------- has been filed in the ofHce of the Register of Wills of WASHINGTON County on September 23 , 19 71 , Said appraisement reflects the following valuations: Rea I Estate ____ _:2=-:1=-..z....; 7.:_5:::...0=--=-.• .:::.0.:::.0 ___ _ Person a I Property ---JluOJ.-,,.....;5:l..3J-.lJ..-..-. 7+J01J------Transfers ______________ _ Jointly Owned ---------,-=--=-------- T ota I _____ ---=-:32=-.:,z....::2::..::8:..=:1~·-=-7.:::..0 ___ _ As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date September 23, 1971 S;gned ~) ~4Wf' ~ Title MADELINE FINNEY, APPRAISER I DATE OF DEATH: May 26, 1971 Note: This is not a bill. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of_J_O_NE_S ____ R_U_T_H ____ C_. _______ DATE OF DEATH 5-26-71 FILE NO. 63-71-554 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of \vASHINGTON ' 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: September 23, 1971 ~~- INHERITANCE TAX~ ~()nv. 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 VALUE AS REAPPRAISED Real Property (Schedule A) $ ?1 7 r::n nn $ ?1 '7C:::n "" $ Personal Property (Schedule B) 1 "' c. ~i 70 1n • r:: ~, ,r, Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS 32,281 70 32,281 70 Less Debts and Deductions NONE NONE (SCHEDULE F) CLEAR VALUE OF ESTATE 32.281 70 32,281 70 Valuation of life estates or annuities ................... $ I I I ESTATE TAX ASSESSMENTS $ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ ~ $ Tax on$ $ Tax on$ 5% $ Tax on$ 10% $ Tax on$ 15% $ Exemptions * (*) As evidenced by Charitable , Total Estate Exemption Certificates issued TOTAL TAX $ by the Secretary of Revenue. Less tax previously paid $ I BALANCE $ Less 5% of tax if paid within 3 months after death $ BALANCE OF INHERITANCE TAX DUE $ Add interest at rate of 6% from to I $ AMOUNT OF ESTATE TAX ASSESSED $ Estate tax paid $ I BALANCE DUE $ Add interest at rate of 6% from _to $ TOTAL TAX BALANCE $ PAID $ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. q)~ Will Administration t No. IN THE Year .......... .. MATTER OF THE APPRAISEMENT OF THE ESTATE OF ){(J'l'll C ~ .,JO~S Deceased Late of ... EAST WASHINGTON County of . 'vASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL 1, Fonn RCC-2 .. ' ' .. ·~ DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .. ~.~.P.~.~.~!J..~ .. ~ ....... ?..~ .. L .... 1~.?.J.: ...... .. COUNTY ... J~A~.H.J..NG..T. .. ON ....................................... . FILE NO. .. .. § .. ~.:: .. TJ.:.:: .. S..S..:4 ............................................ . Whereas, ........................... RY..'r..H .... G .. ~ ...... J. .. Q.N¥$. .................................................................... late of ........ E.AS..T .... .WAS.HIN.G.T.ON ...................................... . in the County of ................... WA$.H.J..NQ.1'.QN ................................ : .......................................... Commonwealth of Pennsylvania, having died on the .......................... :?..§Yh ..................................................... day of ........ J1~Y ....................................................... 19.7.1 ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ...................... MAEEL.INE ..... FINNE.Y ................................................. , 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 Ufe 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. Oeacrlptlon of A&aet REALTY: SEE COPY OF SCHEDULE "A" ATTACHED TO APPRAISEMENT PERSONAL: SEE COPY OF SCHEDULE "B" ATTACHED TO APPRAISEMENT total Unit Values $ Appraisement Made for Inheritance Tax Purpoaea 21 ·?so loo 10,531 70 32.281 70 (Number and Stro~t) .............................................. W~ ......................... , Penna. I ..... WAS.HING.TON...... . ........ County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of RUTH C. JONES Deceased. Late of EAST WASHINGTON ····································.···:············ .. ······· Date of Death, 5-26-71 Appraisemel!t Docket Vol., ........... 3.8 ................................... . Page, 176-1 u_ 63-71-554 Filed in Register's Office, ... §.~P.t. .. ! ....... 7..~. 19.7.1. Amount of tax due, $ .................................................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal fyom Appraisement, Entered and charged, I R<O·" " .... · CO~-<·:,N:''cAL.TH OF ?'EI'tNSYLVAMIA DllFARTMEHT OF REVENUE BUIEAU 0? COUNTY COt.,.L.~CTIONS I I . APPLICATION FOR AND CONSENT TOTRANSFER SECURITlES RfGJSTEREO IN THE NAME /I -OF A RESIDENT DECEDENT ... _ !f!f.tdfA TlON (MUST BE FILED IN TRlPUCAT'E) TO THf PENNSYLVANIA DEPARTMENT OF REVENUE: Applicatic<n is hereby mode for consent to the transfer of the following securiti~s of a Pennsylvania· Corporation or·a National B.onking Asscciaiion located in Pennsylvania: Each unit consists -of l . · , • . .. shfir~ ~f ~ref~rred &· 5 .-{a) 50 unl ts (b). l:Iasm.ngton Ice Ccmpanv. · .· -·-·. · .. -.· . (c;~ nar ev 01. cor .. mon s toe h. • (NOTE: . in describing securities enter in (a), ab Ofe, either the nv~be·r of shares of stock or 'the face amount o-f. registe'red hon·ds, in (b}, the name of the issuing company and in (c) the doss of stock or the stqted interest rate · . . and mot:u;ity date of •egistered bonds.) - ISSUED ON 9/2 5/67 , and having a TOTAL MARKET VAtLUE OF $2 :,o · 00 --~------. . ~------------~~--~ (Dc·te) .as of the date of de{:th of the decedent;_-_R_U_T_H,__C-'."-""-J""'"O_N_E_.s __ --'----'-----, o·n,_. _JV....,.l_a.:::.,y..._______._._..,..._ _____ __._ wlto was f ote of (St.raet and Humbo~er) (P~t Office) (St~te} ~~securiHes are r~istered as foUows=~· ~R_u_~_-_H~C_.~J_o_r_~E_:s~~~~~~~~~~~~~-~~~~~ (Name or n-ames in w-hic:h c:erti·ficutes are regid~re4} 1996 Algonquin Road XD:M~Nts:t:R:ATOP.:) Henry A. Jones, r.n. Prospect, I11. 60056 EXECUTOR )----~..:--<....,_H-cm-e-'-J--_,.....;.;~-----:-------'----"'-:---"-'<-A-dd.,.... r ...... e-s_s_l -'-----~-:--.;,_...,~-~- NA-ME OF A PP L1 CANT _.__J-'a-'-rn-"-e...:;s____,C...:-··-..:.I··.;...:1c-'C;.:.:;r.....;e;;..;i~g_,.,,h-'t-'_,.._,,----'E;:;;;,.; .;;:_s -"""a u=i:::;..r..::e_ COUNTY FILE NUMBER 63~71-554 · ~20 Vashirigt6n Trust aldg. ADDRESS OF APPLICANT :Jash1ngton, Pa. 15301 · ~, I ! :~~~~J F:;~:~~~~~RT_O_P_R._:~:-:-:L__;_,Y_· -fl-"-LL IN ANY PORTION OF THIS -;?P~I~C!kA~T:::::IO::::::N:::..,_ .·.llf_,w,--f~LL~~L~t:).!.JO~~T~B~.E==,'I-· ./-'::. =·. ::--. ~ CClNSJDERED COMPLETE AND WILL BE RETURNED TO YO F , COMPLETION. . . . . ·. r--:..-·-__,_-~-~ .. ·-.- COMMONWEALTH OF PENNSYLVANIA:._ DE · RTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES DATE Dec. 20th._ 1971 I hereby consent to the transfer of the above sectirities now registered in the name of the aforesaid . Decedent and woiH the Hling of a certificate certifying to the payment of the transfer inheritance tox tQ. which the property of said Decedent is made subject pursuant to the provisions of the Ac:t of June 20, 1919~ P.L. 521, as amended and the Act of June. 15,1961, P.L. 373, as amended. This is also in accordance with the pro-visions of the Act of Aptil ~. 1929, P.L 343. This Consei"'t to Tra-nsfer the herein described property operates only in reference to the estdte of the • aboY·e•named Decedent. Signed for-e Secretary of Revenue . By_· (_{ _· . . .. -;;/??~--:; (Signatgte) Register of Wills · Washington (Title) (CQunty) psuou;;oq;puw+•••"''1•• ¥<•s: """',,,....,...,., ........ ...-'f ..... 2 1 7 5 0 0 0 2 1 7 5 0 0 0 s 1 r= 3 4 0 0 - 6 0 0 0 2 1 2 0 1 '-;( _. 4 4 8 0 2 1 8 8 1 9 1 0 4 4 1 9 r:; 5 -' 4 r:; 6 2 c::; 0 2 5 0 0 0 3 8 2 8 1 7 0 s 3 8 2 8 1 7 0 "'·'· -·· ·'· -·· l __ --·~·~·~~ .................. .._.. ....... ~ ..... ~.Ac.& ...... ~-... .Ac&.lc .... & ... _ .................. L 3 -71-55 tfv LAST WILL AND TF.STAMENT ~~ RUTH C. JONES, of No. 65 Morgan Avenue, in the Borough of East Washington, Washington County, Pennsylvania, hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all Wills heretofore made .bY me. All of Iay assets are, and are intended to be, held in tenancy by entireties, and will therefore pass to my surviving spouse without further action. However, in order to provide against the possibility of having overlool\:ed the formality of registering such joint ownership, or my survival beyond his death, or a common fatality, or any other unforseen contingency, ' I make this. Will and give, devise and bequeath unto my husband, Harry A. Jones, all my property of every kind, to be his, his heirs and assigns. Should he predecease me, then I give, devise and bequeath all my property to my son, Henry A. Jones, now living at No. 4001 Mavelle Drive, Edina 24 (a suburb of Minneapolis), Minnesota, to him, his he~rs and assigns forever, in fee simple. Any previous payments are to be regarded as gifts and not as advancements. I appoint my said son, Henry A. Jones, to be Executor, without bond and with full and complete authority and power to sell and convey, .mortgage, lease, transfer, manage and dispose of real estate or personal property with the same force and effect as I myself could do, if living. This disposition is now made in this Will, in the assumption that our daughter, Katharine, has made fully assured security for her elderly years, and in full confidence that our son will not see his sister suffer f6r maintenance and support, if within his power to relieve her. ./0] :;;x:v!J_ c J day of WITNESS my hand and seal this Signed, sealed, published and declared by the said Testatrix, Ruth c. Jones, to be her Last Will and Testament, in the presence of us, who, at her request, and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. c~ 7n YJL_· .jr=-=---1 ,. jf; ~ . ·--.~ I J . r--;, j !' f.:,~;'t .. " nf 1'1 'ltt···ITI tr"·i·t }' .-.u "' 4.1 ~··l.· '-'~, ... 4 ..... ~~... !Hi: <llrnmfll r.f I!lm:I:in~~Uu Person;~lly befc;n: me, tlh! undersigned a~horiLy, a .... !'!'.S'.~_-?:t.Y ... T.~.?.-~):_c _______ in and for s:dd Coimty antl State, apper.red ······----~~~!-~J-... ~~-~----~QP~_;? __________ ···············:··· ............... who, ueing dilly Eworn according ~o lu.w, deposes and says that he is the exceutor or::-:wlroi!'l.istnJ.tox of the es- tate of .: .. RlJ.TJLJ~.!-~ .. J.QW~.0.~------------------······· deceast:d, that th•: foregoing schec!ules constitute a complete inventory and appr::tisement of tne real and p~rsonal estate of }~.g~p_r ___ _g_._~---~-Q-~l~.o? ........ , deceased, except real estate outside the Commomvea:th of-Pei"~nsylvuuia; that the figures oppo::;ite each item of r,:;al and personal estaLe in the foregoing sche·:1ules are determined <:nd :;tated uy the ur.der::;ig-ned to be ~he fair value of said items as of the dute of the decedent's derth, based upon a ju:3t appraisernP.nt o[ each item made by the abov-e named Executor ~~~Thf.~i<lst~Z&r. J. s,worn and subscribed .b-?1f9cre ·me this ........................ } ...................... , ............................ ; .......................................... . "ay ·0 .................................... ··· ............ Executm·-.Admir.it>~.tor ............. ; ................................... :·············································· ADDITIONAL INSTR lTCTI 0 NS 1. An inventory must be filed within three mo:1 ths after appointment of personal representative. 2. A supplemental im.-entory must be fileu within thirty dn.ys of diseovery of additional assets. 3. 1 Originnl and 2 Copies and 2 RCRI-34, Und2r $10,000; 1 Originai_ and 2 Copies and 2 RCR:-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies :md 2 RCRI-33, Over ~50.00C, in- cluding Copy of Will and copy of Federal Estate Tax Rebn·n. REFERENCE FOB. ADDITIONAL COFY Act of 1947 P.L. 518 Sec. 5.2, 72 :?.S. 4844.2 / 31uu.rutnry an?! P..ptt.nti5.rtnfnt of the goods and chattels, rights and credits which 'fllere of ............... RP.':r.F.~-·-~--~-.. .J..O.NE.S. ............................ fate of ... ;'·g_rg.~g_i} ___ 9.f. ... f:.~~-~---Y.~.~h.:f..ngt.Pn .. . Washington County, Pa., taken and made in conformity with ihe ab01·e afjidavit. DOLLARS CENTS PERSONAL PROPEP.TY 1. Clothing and persor.al effects No Va ue 2. Furniture and furnishings 1,534 00 3. · Cash 60 00 ·-----4.--Checking Account #66-2-704346 in vlashington Office of Western Pennsylvania National Bank 2,022 24 ... 5. ,Retroactive Social .Security increase due for January -April, 1971 6. National Ben Franklin Insurance Co. -medical insurance clcdm 1. 23 shares of common stock of General Motors Corporation @ $83.0625 . 7a. Dividend on above stock declared May 3, 1971- to shareholders of record May 7, 1971 8. ·100 shares of common stock of American Telephone . 44 80 21 28 1,9101 44 ~-19 55 and Telegraph Company @ $45.625 4,562 50' 9~ 5G units (each unit consisting of 1 share of preferred and 5 shares of common stock) of Washington fee Company @ $5.00 TOTAL PERSONAL PROPERTY 10,424 81 .. ' .-..: ""h. ,·, INVENTORY AND APPRAISEf!IENT. ESTATE OF RUTH C. JONES · (Continued) . · PENNSYLVANIA REAL ESTATE 1. Lot 43 and the southerly half of Lot 42 in Morgan Addition to Washington (Plan Book 1, Page 150), fronting 75 feet on the weiterly side of Morgan Avenue and extending back therefrom in a westerly direction of uniform width a distance bf 150 feet to Grayson Alley. Improved with dwelling house DOLLARS · CEN'rS kno,.,rn as 65 Morgan Avenue and garage. 21,750 00 . .. , .. ·· REAL ESTATE OUTSIDE OF PENNSYLVANIA None SUMMARY Personal Property Real Estate Total • ! $10,424.81 21,750.00 $32,174.81 \