HomeMy WebLinkAboutOC1971-0642 - ESTATE OF DOAKv~.E•..J ."
FORM 67
REV.1-50
REG.WILLS
!\ppHrutinn'fur 1Uttttr.a uf !\~mini.atrutiun un t4t
.~....J'~
Estate 6f r.Q.B:r~.B J...~p.Q.!.US .
late of ~~.~.~.~.~E.~gD..L ..?.~!].~.~.Y..~.Y.~D.~.~,,Deceased.
Before the Register of Wills of Washington County
MAUDE H.DOAK,personally appeared :..
who,being duly sworn deposes and says that r.Q.B.'I~B..;r..!J?Q.AJ5...'l ::..
age 1.'J.,having ~J.?.last family or principal residence at J?.Q..:.y.~.~.;J;.;:?..9.I1:A.Y.~D~~..L .
(Street and Number)
Washington W h'C .Pl"d'd'........................................1..,as Ington ounty,ennsy vanIa,Ie Intestate
(City.Borough,Township)
at !1..?::?~~.~.~~5?!2.?.~.~..:,on the~.~..;day of ~y.~.~,.
A.D.,19..IL ,at J ..:.H2 8.-..:M.,possessed of personal estate to the estimated value
$~.Q.,,:.Q.9..Q..~..9.9,and of real estate in the Commonwealth of Pennsylvania to the estimated value of
$N.QD.~,situate·in ::..
The names'and addresses of the decedent's surviving spouse (if any)and other heirs (including
heirs by adoption)are as follows.
RELATIONSIllP RESIDENCE
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That deponent is over 21 years of age,resides at.9..Q.....WJ..l.;:?..Q.D.....AY.~n)J..~."....W..a.;:?..b.1.D.g:t..QD...'l........
Pennsylvania....................................................................:.
is a citizen of the United States and a resident of Pennsylvania,and respectfully applies for Letters of
Adminis~ra1ion upon the Estate .of said decedent,no letters having been previously issued thereon.
n subsc,;bed belo"methis.j./.~...~flI...(..rD..~,.
.......................:~.D.,19 .
A/v;,0<~~.v ~..
COMMONWE LTH OF PENNSYLVANIA}'SS.
WASHINGT N COUNTY,..~(aiJ/
And no '.19.7./....,comes MgJJ4.~tl.~.P.Q.~.K .
who being y sworn doth depose and say that...~~~will well and truly administer the goods and
chattels,rights and cr~dits of :~.9.r..~.~T.~.~P.2~.~,deceased,
to the best of......~.~E..skill and jUdgrn~nt in striot compliance with the laws of this Commonwealth,mind-
ful of the laws relatinp;to inheritance taxes.
subscribed before me this....?::/.~~.
day of.......... .., .D.,19 (..(:..
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REGISTER
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APPLICATION FOR
Letters of Administration
..,
ESTAT~OF .1\
PORTER J.;DOAK..................................................;'.Pecea~ed,.
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.,-..0-t:7Letters.~~............../4
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E~tra Alias . . . . . . . . . . .$.................................
Celiific3!tes ./4.~..$-::..~..~
Renunciations :.$...........'.
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(ttnmmnuUtralt4 nf 'rnu.nylnania,t lili.
Ihtli4itlgtl1tl C!!l1Utlty.\
I,Russell Marino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in :the Commonwealth of Pennsylvania,
to Maude H.Doak
administr a trix
credits,which were of .!Porter J.Doak
of all and singular the goods and chattels,rights,and
late of Washington County,deceased,
GREETING:
WHEREAS,the sajd
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Porter J.Doak late of
lJVashington in the county aforesaid,lately died intestate
(as is affirmed),possessed of divers goods and chattels',rights and credits,within the said County,
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Russell Marino
by reason whereof the power of granting administration thereof doth belong .to me;I therefore,confiding
in your fidelity,do by ,these presents gvant unto you these LETTERS OF ADMINISTRATION,here-
by commitcing unto you full power to -administer the goods and chattels,rights and credits,which were
of said deceased within this Commonwealth,you having taken 'and subscribed the oath of office pre-
scribed by law;requiring you to well and truly administer the goods and chattels,rights and credits,
which were of said deceased,and .to exhibit a true and perfect inventory thereof into the Register's
office,at Washington,within ninety days,,and to render 'a just -and true account of your administration
at ,the expiration of six months from the clate hereof,and to regard and comply with the provisions of
the laws relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and
caused the seal of said Office to be affixed this 24th.
day of June in the year of our Lord ~one ~housand
nine hundred and Seventy One
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.........................................................................:~
RUSSELL MARINO,Register.
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Porter J.Doak
Estate of ········D..·e..c·e..a·s~d..l No of 19 .
late 'of w.~f3.P:~.!lB.~.()J:l ,5
KNOW ALL MEN BY THESE PRESENTS,
That we,M~.~p.E!~p.Qa..~~.~..J~r.JP:9.~.P.~J Il.Il~..~!l:~.~.~~~.~.~~.~.~~.~~~..1..i;~.~..~n.~..
....g.~~.r.~.!l.~.Y '.9..()I3.a,..1..~.~P.1.()~~..~~.c1.~~.~.!.'.~.~.~.
.Ill of Washington County,Pennsylvania,are held and firmly bound unto the Commonwealth of Pennsyl-
vania,for the use of those interested in the estate,in the swn of T.e.n ';l;'ho.u..~~.ng ·Dollars,to
be paid to the said Commonwealth,to which payment,well and truly to be made,we.do bind ourselves,
jointly and severally,for·and in the whole,our heirs,executors,administrators,successors and assigns,and
each and every of them,firmly by these presents.Sealed with our seals and dated the 2.J,.El.t.·day of
.............~.~n~A.D.,one thousand nine hundred and $E3.Y.~.P:~.y ..:qJ:l.e..
THE CONDITION OF THIS OBLIGATION IS,That if the above bounden .
Maude H.Doak················ti,ix············..·..·······..·..···..····.
Admirtistrat&or any of them,shall well and tr;uly administer
the estate according to law,this obligation shall be void as to those who shall so administer the estate;but
otherwise,it shall remain'in force.
Sealed and delivered in the presence of:
·..·....At't'o:rne..·......
.............................................(SEAL)
~tnttmtttt of ~urttt!
I,----.----..-........---....--..--------------..---------:-------.....---.....surety in the sum of $._.__. .on the
administration bond in the estate of ..-----------.--------.......,.....say that I reside at
..------------,Washington County,Pennsylvania;that I am the owner of real estate.the
title to which is in my own name and duly recorded.situated in .
Washington County.Pennsylvania.worth above all encumbrances $.._,__.....;and that I am worth the
amount expressed in said bond•.over and above my just debts and liabilities.-
.__.------.._----------._--.-_.__.----.._---_._-----------.-.__._-------------------------
..--_._----------_._--._--_._--..----..--------_...._--.-..----_._--_._-_._------
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Street P.O.
-.,.&tnttmtttt ~f ~urdt!
1......__...__............-----.------..:---.-------....----.surety in the sum of $..__.:...on the
administration bond in the estate of .......-----------.......------..---....-,..--:.----..------..-----...--...... ...,say that I·reside at
-.--..--.,..........•Washington County.Pennsylvania;that I am the owner of real estate.the
title to which 'is in my own name and duly recorded.situated in ..:__.
Washington County.Pennsylvania.worth above all encumbrances $----.....__;and that I am worth the
amount expressed in.said bond.over and above my just debts and liabilities.
.................................-.
-----._---------------_._-.._-------------
COMMONWEALTH OF PENNSYLVANIA.}SS:WASHINGTON COUNTY..
Street P.O.
And now ,__19.............comes _____ __--__ __.
who being duly sworn.says that he is acquainted with the financial standing of the securities to the within bond;that
the said obligors have each executed the said bond and that the sureties thereto are the owners of real estate in their
own right of value more than the penal sum of said bond over and above all incumbrances and exemptions.
Sworn and subscribed before me this ---------
day of ............__......A.D.19_.__
_.._-----------__..__.:----------------_-------_.----_-------._------_.---_.----_..
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A~miui.!1tratinu inttb
IN THE ESTATE_OF
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And now JlUla 2.4 ,19..'1~.
Bond approved and Letters issued to
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::c -en c:=.:'
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Bond Book .__§~...c................Page .J,e_~__
BADZIK PRINTING ~9 DONORA
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mouuty of 1ltIIa.a4iugtou .a.a:
Personally before me,the undersigned authority,a ..No.tar_y_..P.uh1ic.__._in·and for said
County and State,appeared ._.M~JJ..g~__..lJ.•...p.Q~~/---------..---who,being duly
sworn according to law,deposes and says that s he is the ~IC»Xadministrator of the es-
tate of ..P.or.t.er.__.J_.Do_ak~_deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of _p_q~_t~~.__~_!••_P.9.~K_....,
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 Administrator.
.Sworn and subscribed before me this 5:t.A }~~L)~
\"~J I I.~~;'-~.,.,~.~19 7.1.......'".······mAd~ini·~t~~t~~··..·················
:~~~~/~;;;}'~~~~L INSTRUCTIONS
roo,1.~~n iri:ventory must be filed within three months after appointment of personal representative.
2.:,7}..sUPPlemEmtal 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,
-0 0 -''"Ov~}?'$10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
'"filutling 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
.3Juurutory aub 1\pprai.armrut .of the goods and chattels,rights and credits 'Whi~h
'..
were of P.or.te.r:J D.o.ak .late of w.a.s.hi..ng,t.on ..
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Washington County,Pa.,·taken and made in conformity with the above affidavit.
Pittsburgh National Bank Savings Account
No.83-2663617
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DOLLARS \CENTS
10,000 00
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.QLnul1ty nf 'illIIa5~il1gtnl1 \
Personally before me,the undersigned authority,a ,Not.a;p?J!;P..l.lG.J,.;i:c in and for said
County and State,appeared Maude H.D.aak.who,being duly
sworn according to law,deposes and says that s he is the :ur,ex«tl§1XllQXadministrator of the estate of
............l'.or.:t.er.J..,Do.ak deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the .real and personal estate of..P..Q.r.t..~.r.J...r RQ.ak ,
deceased,except real estate outside the C6mmonwealth of Pennsylvania;that the figures opposite each item
of real a,nd 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 m~de oy the above named Executor Administrator.
S "·d b 'b db f h'29th l~·,worn art su scn e e ore me t ts........................f!)/n ,tJ
dqy of...;ii..Q·g·.t·9.f!·~·r.·)9 ]J..J :.:.~/.:!:Y ,..o£.;.d.tf3::?!!..;~-!...
.......Ifl..{.IJ:.~R.~<t!Mdd..Executor-AdIllilllstratorOX'Rt.eNf:N'Cfill6~..'
"lotary PubliC.WaShington,Washington CO.ADDITIONAL INSTRUCTIONS
1.~dli\Me:B~mm.~lf:n~Yf1lettl~ithin 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,
Ov~r $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
chiding 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
SllPPLEMENTAL 1Jntttntnry Hub ~Pl'rHi.6rmtnt of the goods and chattels,rights and credits which
wer.eof r..9.r..:t!.~.r.~..~p..Q.?:~late of W.9.:§.h~.ngt.g.n ::..
Washington County,Pa"taken and made in conformity with the abave affidavit.
DOLLARS CENTS
Travelers Insurance Co.,proceeds from unused
medical expenses
Sale of household articles
103.08
670.0
773.08
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SUPPLEMENTAL
Inventory and Appraisement.
IN THE.ESTATE OF
........................P..QRTER J DQAK .
Filed :,.19 .
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ell G:)"c::=Z.:~,.::c -t:::."ll ('::::l.,
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55:
The within named Accountant being duly sworn according to law,depose and say that the above,account
as.stated is true and correct as :~!?~verily believe.
Sworn and subscribed before me this }.~.~.
January 72dayof19 .
.'.//2d'~:fJ:..''.'.-yf ~J tfdAJ...~l)[/!j!,&/;,t!7t!-!.CM : .
c DARl~NE N~H.oLAgI··.
·~Ol!lrY.PUlliIC.w~"n'ng·3b.,wash·;ngton CO
~v l.trhllll~~IUlI k.iP~S !i~uary 17,1972•
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Warshington,.COLlnty~'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 Statute and Rule of Court,as evidenced by proofs
thereof filed to No ~.3.=7d...~.I.__.
Witness my hand·and official 'seal thiS lR....~.__......
day af----~-------'-CViii------------19'1:;"~.J1.l~.
Register of Wills
RU SSE L.L;,ji\R IN0
REG 1ST EFz 0F VlI LLS
WASHINGTON CO.•PA,
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The Court is respectfully requested to determine
proper distribution in this estate.
THE FIRST AND FINAL ACCOUNT·of·Maude 'H ~Doak,'Administratri
of the Estate of Porter J.Doak,.deceased,or Washington,
Washington County,Pennsylvania.
As Per Inventory
TOTAL ASSETS OF ESTATE
TOTAL AMOUNT OF CREDITS CLAIMED BY ACCOUNTANT
BALANCE DUE
$10,773.08
10,773.08
3,450.10
$7,322.98
THE FIRST AND FINAL ACCOUNT of Maude H.Doak,Administratr x
of the Estate of Porter J.Doak,deceased,of Washington,
Washington County,Pennsylvania.
The Accountant claims credits out of the assets of said
estate,to-wit:
PAYEE DESCRIPTION AMOUNT
Piatt Funeral Home Funeral Bill
Buckley Insurance Agency Bond
Washington County Reports Advertising Estate
$3.00
14.00
60.00
1,625.00
Filing InventoryRegisterofWills
Robert C.Gordon Funeral Ambu~ance
Home
Dr.Berman Last Illness'
25.00
-50.00
D.McCarrell Dunbar,M.D.Last Illness :
Register of Wills Lett~rs o~Administration
60.00
16.00
Register of Wills
Observer Reporter
Filing Supplemental Inventory 3.00
Advertising Estate 14.00
,.
West Penn Power Co.Final Bill
Wash -E.Wash Joint Auth.Final Bill
Joseph Horne Co.Final Bill
Lowry's Guernsey Dairy Final Bill
118.25
24.58
10.46
11.49
40.57
60.64
13.67
9.36
34.60
61.50
6.64
5.36
9.77FinalBillCitizensWaterCo.
Bell Telephone Final Bill
Columbia Gas Co.Final Bill
R.E.Kruase Druggist Pharmacy Bill
Ambulance &Chair Service Final Bill
A.C.Eklund Garage Final Bill
Home Quality Laundry Final Bill
Penney's Final Bill
Four Seasons Flower Shop Final Bill
PAYEE
Friedfeld's Market
Register of Wills
Darlene Nicholas
Michael A.Hanna
Maude H.Doak
DESCRIPTION
Final Bill
Filing Account
Notary Fees
Attorney's Fee
Administratrix Fee
....
AMOUNT
$74.21
16.00
7.00
538.00
538.00
$3,450.10
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Washington County Reports
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,1784 Sec.3,paragraphs (3)and (25).
,TY OF WASHINGTON}
SfATE OF PENNSYLVANIA SS.
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 officilll1 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:'
.......~~.g.~~.!~.?I !.~.I ?.§..t !,?.7..!,.,..
.;
Estate Notices
The Register of Witlls 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.
• • ••• • ••• ••••• • • •
boAK.:~dRTER 'J,;,De~:'d".
Late ':i:ir .Wasli'lngton/Washington
County.•,Renna.'::'.",.Administratrix:..Maude H,Doak.60WilsonAvenue.Washington,Penna,
15301 i ".'.,Attorney::.~ichael'A.Hanna"421
-Washington:Tru!!~Bldg",Washmg-.ton;P~nn.a.153Q1 ...
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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
,",g.li,",of ""'"'id.>it ..to the time,p,""md 'hM'''''@ pub1",,",.
are true."....~.~--3--.---:.:,:-~~
..-'\"-;--'--.:...c____
Sworn to and subscribed before e ~~..::-.
,~
.....~.~.th day of A~gy§.:t ,19 7..t .~,J.~~
JOSEPHINE T.SCIAMANNA
Notary Public.Washington,Washington CQ,
My Commission Expires July 1.1974
,.....
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l"'"'"-~~,!".~.,~.~t\i't"""'f'--'f=..,~':'ESTAiE NOTICE'?/,iii.
",~.',,"I ;,~,''''P'('I·E~I'I,.J ~DOAtl'ESTATE,OF.PORT ,J:<,•'.__'.'deceased late'of ~a$hm·gt~.lr,.Washinfilton CountYi.~el'\l1sylvam.a.
I1Letters ,ot.'AdmtniStj:~!joW·'lt~o~the above,estate,haVlng bE;\ln .gran ~til the'undersigned,atl,pEjtsllnslhav·ing ;cHlims agalllst'the estate are re'lquested-"to make'ju1own:.!h~I.sglme,to the 'underslgnel:!or{his.!!-ttorney"and'alllpersons!indebted-to-the de·cede'nt are requested".to ,m.~ke.i!'aYt
ment to the ~underS1gned ';'1 htO~,#Jdelay.~·,:r ,;lH I D 'k ''reo'..;.,I,,
I Maude..-?a '".'11','i'J •.\'AdministratrlX f 'i ~.~\..' •-..6,0,Wilson'Avenue",.~:~'t '..:!'i~'.'Washlllgton.penna'}.~i530,1,<
IMit;hael A.Hanna,I,....' .,"~'.~:1lt\6rney;l>~r,......'_.~"(~I,Wflshlp,i1:0n''l't'ust ~ldg.r.r.
,wasNngt,'on;,'j?enJl,a,,,I,5301"""M'3't~V ~;1~,'ti~il~7.u8..-.Q.Ik;'
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SUbS~)efO~e me thiS.:..?:J..dl1f...~.~.g~~.~.~..J?~.'~./'!~~<ri:7t{/aud..
MARGARET M.BRADLEY.NOTARY L1~
WASHINGTON,WASHINGWN COU,;]'Y
MY COMMISSION EXPIRES MAY 6,1972
Sworn to and
Observer -Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF .PUBLICATION
In compliance with the News·paper Advertising Act of 16 May,1929.
P.L.1784,as amended.
Commonwealth of Pennsylvania.County of Washington,SS:........•...
Personally appear,ed before file,a Notary Public in and for said County
and State•....R.ic.haxd S COw.an who being duly s,worn
according to law.deposes and says that he is the .v.i.C.e..77.P.I.~§..i.4..~.9t
of the Observer PUblishing Company,a Piennsylvania 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,est,ablished
September 18.1871,and The Washington Reporter,'established August 15.
1808.a daily news1pap'e,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
continuous'iy for more than six months'prior to the publication of the notice
hereto attached;thllit the pr.inted notice or advertisement hereto attached',
is a copy of an official advertisement,official notice.legal notice or'legal
advertisement.exactly as printed or published in the Obs1erver-Reporter in
its regular editions on the following date or dates;.
.......................Aug.us.t .9.,1.6 and 2.3.,.19.7.1 .
that neither true 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,Pl&d characte,r .of publication
are tme...~~dl.{z,d..l.e~~
acknowledge to have received a copy thereof.
service of the within Exceptions to First and Final Account and
day of January,1972,I hereby acceptAndnow,this
(/}0,
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IN THE COURT O~CO.I1MONl?LEAS Of WASHINGTON COUNTY,PENNSYL~:iNIA.
ORPHANS I COURT DIVISION
IN RE:)
)
ESTATE OF )
)
PORTER J .DOAK,)No.63 71'...642
)
DECEASED.)
EXGEPTTONSTUFTRST ANDFTNAL AGC'OUNT
Enter the appearance of PATRONO,CEISLER,EDWARDS AND
PETTIT,Attorneys,for EETTY FERRELL,daughter of'the decedent
and P.JAMES DOAK,son of the decedent.
Da ted'.26'.J:972.
PATRONO,CEISLER,EDWARDS AND PETTIT
~y~~Il!!!!!!!·!!!i!!"!lL.I'_
AND NOW come:BETTY.FERRELL and P.JAMES DOAK,by their
.attorneys,and ex~ept to the First and Final Account filed by
the Administratiix for the reason that several items of va1u~'
have been omitted f~om the inventory and the account.Details
thereof will be provided at such hearing as is set herenn
by the Court.
PATRONO,CEISLER,EDWARDS AND PETTIT
/'~"-"-r7,-/J ~A .
By '.'1~~='-'~'-------
1Jn t~r ~rp~uns'<nourt.of lIusQington QInuntl1
In the matter of the Audit of Account in
Estate of PORTER J.DOAK
TO THE AUDITING JUDGE:
No.642 19--11..A.A.'
..
Enter __'m:.=y~.appearance for__--'A~c'-'c<-:o~u~n~t~a~n~t~___'c.:__
J723rd day of March
N.B.-Counsel shall,by separate 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.
[~~I ,.i'~1"\,h !I V".
!I ,-"E._,U ~642 .19----.11..A.A.
.N.~O.:;;;::.~==========Q72HAY?/M1Tu (6
In re Audit -of Account in Estate of
RUSSEU '1;;\HINO PORTER J.DOAK
REGISTEri.OF WILLS
WAS HI N.liTO N GOI.....J:PllA~~~_
AUDIT
'ratript fnr i\pptaranrr
FOR
ACCOUNTANT
Attorney
.~9
~-_.._-----~-_._.----..,...~--
'.~
(Form wnere decedent died intestate)
lin t4r (@rp~an!l'atnurt nf mUli~tngtnn atounty
o J
fJ;'gSTATE OF
f No.642 Term,19 71,A. A.
In the audit of the ESTATE OF PORTER J.DOAK
Account of MAUDE H.DOAK
P.DRTER...J DOAK.~..
Deceased
The petition of M.g,!J.q~H.!PQ.g,k _.
(Name 01 Petitioner)
respectfully represents:.
(a)The decedent died ':rW).~l.9.."J9.1J ,intestate and
(Date)
letters of administration on his estate were granted J.une .2!:1..~l-9.7-.l....
(Date)
State (l)whether de-
cedent was married or
unmarried;(2)il mar-
ried,whether a husband
or wife survived and
his or her name;(3)
whether or'not there
was any marriage settle-
ment;(4)whether or
not family relation was
maintained until deced-
ent's death;and (5)
whether the decedent
IeIt children or issue 01
deceased children.
as per record thereof appearing in Administration and Bond Book No .
at page .
Decedent was survived by
Maude H.Doak,Wife
Betty Ferrell,Daughter
P.James Doak,Son
(b)At the time of death,the decedent's domicile wasX:~~~the Com-
monwealth of Pennsylvania,to-wit,at 6.0 W1.ls..Qn A.v:e.n.ue...,.W.ashington,Pa.
(Town or Township,State and Nation)
and residence was at...6..Q.~..W.1.lJ?QJL.A.Y.e..n.1J.e..."W.§,.:;3J}Jngt.Q.n."p..§,.,.
(Town or Township,State and Nation)
'(C)The names of all persons having any interest as heirs or next of kin
with the nameS;of their deceased parents,to show ~elationship if they take by
representation are as follows:
NAMES Relationship Interest
Of age,sui-
juris,or not,
(write yes or
no).
Name of Guardian,Trustee or Committee,if
any,or beneficiary,manner and place of
record of appointment _and is bound suffi-
cient to cover and protect share.
Maude H.Doak
Betty Ferrell
Wife 1/3 Sui JUl is
Daugnter 1/3 Sui Ju is
P.James Doak Son 1/3 Sui JUI is
State exceptions,if any,
giving names and dates
01 death and the names
of their executors or
administrators,or the
names of·their issue as
the same may be mater-
ial.
Describe type 01 notice.
All of said parties III interest are living,except
(d)All parties having any interest have had notice <hf the filing
of the account by letter
.'
(e)Balance for distribution per Account
(f)Additional debits,not shown by Account
(Itemize)
1969 Buick LaSabre $1,500.00
1955 Buick Sedan '50.00
DuMont Television .25L~0
(g)Additional credits,not 'shown by Account
(Itemize)
$..7..,..32.2....9.8
$1.,575.00..............................
Pirris,Ruben,Unde~wood,
M.D.'s Associated $.~.2..~.gg .
$.~.3.~J..?..!.9..8.
Insert word "not"where I (h)Claim for exemption has been made,and has been paid.
necessary.(i)The estate is _subject to the payment of inheritance tax to the
State of Pennsylvania.
If taxable state w~eth-I (j)The estate is.~.2y.subject to the payment of the county 4 mills
er tax has been paId.
tax.
(k)The estate is ~gY..subject to the payment of Federal inheritance
tax.
II too many for thespace,annex a list there-
of;if no such claims,
insert the word H none."
If any creditor or other
claimant has not re·
ceived actual notice,that
fact must be stated.
Indicate such claims as
may be secured or en-
titled to a preference,
and give detailed infor-'
matioo concerning such
security or preference.
(1)All creditors (and other persons who have complied with Rule II,
Sec.9),of whose claims the accountant...hJ~.y.~notice or knowledge,have
...............:received actual notice of this audit;the amounts of their claims and..
whether or not.they are admitted to be correct are as follows:
~
Here insert a reference
to all questions requir-
ing <1djudication.and a
statement of any mater-
ial facts not already
given.If none insert thewordHnone."
If any share has been
assigned or attached
that fact should also be
stated here.
(m)
-:I
None
!o'-.-
(n)The balance for distribution consists of property lri k.ind,'form and
character,as follows:
State kind.form and
character of property
composing the balance
lor distribution,and if
any part thereof is not
cash.whether or not
there has been any elec-
tion to take such part
in kind.
'1-1
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Distribution in cash,except
1969 Buick LaSabre
1955 Buick
DuMont Television
No elections have been filed.
$1,500~00
50.00
25.00
---_•.""..,--_._-~----------------,
~·Are·there any advance-
ments by decedent to be
I considered on distribu-
tion and has any distri-
bution on account be~n
made by accountant to
any distributtee?.
(p)None
(q)Give brief location of any real estate sold.
None
II prior accounts have
heen iiled.list number
and ter~:...-,,....
(r)None
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Wherefore your petitiOner asks that distribution of principal and income
be awarded to'the persons thereunto entitled and suggests that the'balance of
principal and income should be awarded respectively as follows (shares being
stated in proportions but not in amounts):-
Maude H.Doak 1/3
James Doak 1/3
Bett~Ferrell 1/3
County of Washington,ss..And your petitioner will,etc.,
The above named petitioner being duly,
doth depose and say that the
:~c:~:e~e:~r~~~..~,~:~~~,~~~:;ie~t~~i::~r~e~~~t .,~,i!{1"'sl!J..~,.".,,..
to and subscribed before me this (Signatureof Petitioner)
2nd day of....!YJ.ar.ch.,19 7--2 .
......~~.e2-ittCAt!4:Y....
DARLENE NICHOlAS,NotaryrPubllt
My Commission Expires-January 17,197~..·.._·..·.._w~~hi~gion:·Wa~ijiiiiiiii~·icouiiiy;..p~:..
,.
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FORM IN CASES OF INTESTACY
NQ :6..J:!.~:Term.19 ...1.~A. A.
IN THE
ORPHANS'COURT
WASHINGTON COUNTY.PA.
/
Es-tate of ..?.QR.T.ER..J..•.....OQ.AK.:-: .
Deceased.'
Sur account of .....)iAyDE H.DOAK......._--___..____..-_.
PETITION SUR AUDIT
In Conformity with Court Rule III.
Sec.5 (B)
COUNSEL FOR THE ACCOUNTANT WILL
SUBMIT HEREWITH
1.The letters of administration.
2.A copy of the inventory and appraisement.
3.Proof of advertisement of the grant of letter,s.
if not filed with accountant.
4.An appearance for those represented.
5.Inheritance tax receipts,if any.
6.Certificate of liens in case any of the funds for
distribution are derived from the sale ofreal estate.
7.Copy of Federal Estate tax return,if estate is
subject thereto.
8.Signed elections to take in kind,if any.
~~/~~;;;;~~i~;i.kft·y for............•..........1/Attorne
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN •
ORPHANS'COURT DIVlSION
INRE:
Estate of
PORTER J.DOAK,
Deceased.
(
)
(
)
(
)
(
No.,642 of 1971
HEARING ON AUDIT
Thursday,March 23,1972,at 10:00 A.M.,EST
HANNA &HANNA,Esqs.,of Washington,Pa.,
representing the Accountant.
ROBERT L.CEISLEB.,Esq.,of Washington,Pa.,
repres enting Betty Ferrell and P.James Doak.
The Honorable P.VINCENT MARINO,Judge of the
said Court.
~Z4:>..I>-UIZ
Z~BEFORE:
z~~z
:z:UI4:~APPEARANCES:I-uii:I-UIQ
..I«UgTIME:.,
%~N
aill:III~o~THE COURT:Number 642 of 1971,the estate of Porter J.
l-ll:
:J
o Doak,deceased.The Administratrix is Maude H.Doak and theu
..Ic(
~attorneys are Hanna &Hanna.Mr.Michael Hanna.
II.o
"
MR.HANNA:All the necessary papers are here.
THE COURT:Are there any outstanding claims?
MR.HANNA:No outstanding claims or debts that I know of.
Bob has some problem on ED mething.
nceYes,Your Honor.We have ent~iPred ourMR.CEISLE:8:
on behalf of two children of the decedent,Betty Ferrell and P.Ja es
2
Doak,Jr.And we took the position that certain assets of the estate
were not included in the Inventory a'nd not accounted for.Mr.Han a
has shown me a copy of the Audit Petition just a couple minutes ago
in which he made some accounting,but I don't think that it is
complete and accurate so far as our records are concerned.In
~
Z
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addition to some minor items,there is an item of $500.00 which w s
advanced against the funeral by the daughter,Betty Ferrell,and
.$500.00 which was advanced against the funeral by James D~ak.
In addition,it is our belief that abou t $600.00 in cash was received
against the funeral bills from Social Security and other source~
which are not accounted for.Mr.Hanna has indicated to me that
he is willing to sit down with me and work this out.I believe that
part of the difficulty here has been that his client has not cooperate
with him.And I would ask the Court to give us time to work this
,
/
ui~out and then if we cannot,to set a hearing.
l-ll:o~THE COUBT:Mr.Ceisler have you filed written objections t
l-ll:5 the account?u
.J<I:~MR.CEISLE.H:Well,yes,on January 26 we entered our appea -
II.o
ance and filed exceptions to the First and Final Account,and s ta te
for the reason that several items of value have been omitted from
the Inventory and Account.Details there will be provided at such
_with
hearing as is set hereon by the Court.And inaor.re:st).Dndend~1.Mr
Hanna,I have informed him of those items that we felt were missi g.
I think we can probably work this out to everyone's satisfaction.
3
THE COUHT:The Court will give counsel an opportunity to
work the matter out between themselves.And we will expect a
report from counsel with that in mind in the next two weeks.If
you are unable to arrive at an agreement in these matters.the Co t
interested in this decedent's estate?
( AUDIT CLOSED)
is March 23---April 6 tho
upon the hearing of the
Very well.Is there anyone else in Court
That would mean then.so we have a date.this
The audit of this account is closed.subject to
(NO RESPONSE)
the matters adverted to by the Court.
will set the matter for hearing.
I hereby certify that the proceedings and evidence are contained
lfhe foregoing record of the pr
THE COUhT:
THE COUW{T:
cause.and that this copy is a correct transcript of the same.
MR.CEISLE:8:
above cause is hereby approved and directed to be filed.
fully and accurately in the notes taken by me on the hearing of the above
e
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'tuuliylnania,(Orp4aus'Q!nurt minisinu
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ESTATE OF
Porter .I.DaRk,
deceased,
No._--->oo6<-l3t.:...:.........7l....-'-'-"6.....42__-------
In the matter of the First and Fipel
Account of__.!:lM.as.uu..ud.ce---U.H...._D~ol!;l.akl\,-__-
Administratrix
..
ADJUDICATION AND DECREE
And now May 30 ,19:12-,this matter come on for hearing,
audit and distribution at this session and testimony token;and thereupon,upon due cons ideration
thereQf QJ the b~lance for distribution in thehands of the Accountant is determined to be
$t1 ,1j]2.9tl .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 disribut'ion hereto attached and mode port hereof,unless exceptions hereto be filed
sec.reg.or on appeal be token herefrom sec.leg:tJ ..~~?-~f.e,~J
-~.•P!J~
SCHEDULE elF DISTRIBUTION
Balance per account _
Additional debit asked at audit
Additiohel credit asked at audit
Balance _
Deduct Clerk's Costs &Receipt;>..s _
Attorney----~H~Q"_fn.,Hn'"a~&IG__,!;H~8~n'Nn'N!ll_----------
Additional debits per agreement,
Russell Marino,Agent,transfer inheritance
tax,$393.14
Interest from 3-19-72 to 6-6-72 5.05
Maude H.Dosk,widow,1/3 balance,
James Dosk,(Robert L.Ceisler,Esq.),s6n,
1/3 balance,
Betty Ferrell,(Robert L.Ceisler,Esq.)
daughter,1/3 balRnce,
$7 322~'98,
1575.00
8,897.98
85.00
$8,81 2.98
25.00
No balance
NOTE:Included in the above balance for distribution ar~the
following .assets,held in kind and di'.stributed as such at
the value as shown and in the proport~onate share~as set
forth therein:-j
1969 Buik LaSabre at $2500.00 '1955 Buick valued at $50.00
DuMont Television set valued at $25.ob
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Form RCC-33
I'
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVAN IA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
·r'
J
......WA.SHING.TON .
I~WORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the County where decedent 'resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
...th~.Inl)erit!lnce ..!lnd .E.l:q;!lte .'~ax A,ct of lQ9L)__..':;:~i~;~i~~~~~:;~:·~F_......_}::::uA
;;:OF
Late .f __Waahington .._.___.""""'f ADM~i'd-/:l /•,.J(}.(
::t:f.~-:::::::::~:-_~::_-.J'"~~.
...............................................MAUDE H DOAK.,~~..~
Administrator of the estate of the above-named decedent being duly sworn,deposes and sayS:.
..
Decedent'dJed (M~~~.?-.P.e.J"9...'(i.;;;.~.),19~:~){~:~~ilU'XX'*K~~~XlK~XK~cKKt~Sn'}
othe::m:t:::i:::r:::r:fse:tttao;;::::}MJcha.e.lA~ija.p.Jl.a.,..:E.,:s.q...whom all correspondence should be..421 ..WasningtonTrustBldg..•,Wa.s.hipg.1;QP,p..e..P...p..a.l~.3..Q..l ..mailed.
That as such ..AQ..mJ.ni.§.t.r..a.t..Q.r..deponent is familiar with the affairs of said estate and the property con-
(1';xt!cutor-Admini8trator)
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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
Nonp
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Sc.hedule A attached h,ereto and made part hereof sets forth full v and in':detail all the
real property in the Commonwealth of Pennsylvania or which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel or real property at the date of death,giVing
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,saVings banks,trust companies,or other institutions,whether individually,or in trust~for,-.".~"..any other person or persons giving also separately the accrued interest thereon,if any,do~.\,to the last ~...~.~
interest day prior to decedent's death in the case 'of saVings ba:nks,and to the date of d'eo~dent"'s"delith""\~-..,"'..(""1~~~in all other cases;all bonds,postal savings,treasury certificates or notes and other ~videnc~of in,.
t..'fl:,.,..1'..l!JdebtednessoftheUnitedStatestothedecedent;~ll obligations,whether by statute ori ~,:ee~.:nt\th~~"~1
are designated as tax free,of the Uni ted States.,,or any,state,.or .political sUbdivisio'l~t.'1erebr,o.r of."".'
I...."l.."-:;,.._~.~~.._any TorEdgn country,which are owned~at the time of death;all wearing apparel,jewelry,S'll\)',erwate,pich .t,.."
,'';:.;~"..~.....~."t·ures,books,works 'of art,household furniture,horses,carriages,automobiles,boats,and"·any.,and alJ'..::'
other personal chattels of whatsoever kind or nature,left bydecedent,together wi th the fa{HJ'ce~tim!it~d ,.'
market value thereof;all bonds and mortga',!:es held by decedent and of all claims due and OWir1'g-(de.l?~{t.eD'lt:'·\"
at the time of death,and all promissory notes or other instruments in writing for the payment or money
of Which decedent died possessed,of whatsoever nature,with interest thereon,if any,giVing the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys'payable
to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent ~t 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 death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to 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 regardin~said t~ansfers.In the case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said
schedule a list of all property,real and personal,with its value,which pa~ses at decedent's death by
virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint-
ment vested in decedent,either individual~y or j?intly,by the will,deed,or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.c ~.
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 beneficiarie!!named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary.
That Schedule E attached hereto .and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of r.ecord 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 Impaid at time of
~..death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act);.together with a statemen't of coilater'al 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.
~.j£..!EJ~~~.
(Executor-Administrator)
....9..Q w..!.l..§.9..P..A.Y..~JBJ.~..
(Street Number)
...w.~f.5..~..~.~.t~r~.2.~..L ~~.~.~.~..~!.~;3..9..~..
(City or Town and State)
Subscribed and sworn to before me this .
""i '!?
"""."'"
NOTE:.Before signing affidavi t 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.
...........................:..:~.5.th day of A.ugust..,19.11 ..~~-~~~~julY 14,1975.
...~"5:
,":i "
RCC-34 {I-54;
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
/REAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule "E".Property held by
the ,de.tedent as tenant in common with another or otherst 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!,wealth of Pennsylvania should be (1 )(2)(3)/described by lat and block number,street and street number,tagether wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title;If a farm state number of a-FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encum~rances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accr.ued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "Fit and must not be deducted from this schedule.
None'
,
Insert thi s total opposi te "real property",Schedule CIA"in the X X X X X
"As Reported"column on the last page of this return.
RCC-35 •
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
.RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,.must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..
stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule•
It)/IJ..,/
.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKEr VALUE (Do not write in
this space)
~.~-/1-~I-~~/0 I /~.5'tJ ff;J,
Pittsburgh National Bank Savings ~Account No.83-2663617 .//0,((:J,..so
.
,
Insert this total opposite "Personal Property",Schedule "B"in X X
the "As Reported"column on the last page of this return..-J:.a-,--vuu.00 /0 ;/;2.0'0
(
.rcJ
cmmON'\K\LTH OF PENNSYLVANIA
TI1ANSFER INHERITANCE TAX
-'
~SSIDENT DECEDENT
SCHEDULE "c"
TR..t\.NSFERS
(1)Did decedent,within two years o~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 heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or 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)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 0 thers -:-_
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)No
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which cOllld revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)No
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)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
NONE
DESCRIPTION MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
,.
RCC-38
CCMMONWE~LTH OF PENNSYLVANIA
.TRANSFER INHERITANCE TAX.
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIOKS: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 acquisi tion,and the name,address·and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisition,Name I unit
Address and Relationship of Co-Owners,.and ~lace I Value
of Record of Instrument,where Real Estate.I
NONE
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION~Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
Insert this total opposite "Jointly Owned Property",Schedule ·"E"
in the "As Reported"column on the last page of this return.
r -----------------------------------------------
RCC-}7,•(i2-63).,..-..
C'OI\1l\lONWEAI.TH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIAI:\.IES
I (Ih
.,
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED((If step-chiid'reri.or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest.vested.contingent or other are'involved,set STATE YES IN ESTATE
wisc,in estate)forth this fact.)OR NO BIRTH
M~lU'lQ H noak Wife Yes ISui Juris One-Third
~()t\T;lcnn .a "{'.
,Washine:ton.Penna ~.15301.,..."....",.'.
Bettv Ferrell Daue:hter Yes Sui Juris ,One-Third
1 ()~~.a
~
Washine:ton.Penna.15301
p James Doak Son Yes Sui Juris One-Third
Bradford Woods
.-1?~QhsyJ.vania
/
..,
_.._....
i
._-_...
.-...
~
.-
..'.
-.-
--'..
:
-
-
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
-
.--...
REPORT AND APPRAISAL
.'.~IATTER.OF THE APPRA~SEMENT'
PORTER J DOAK.........................•.................,...
Deceased
ep
'i
~
cr·
t··G
-
(Executor-Admini$trator
must complete ."As
Reported"column:#1.)
'..:.
CJ ....,""O.~..,...,.~-~
-0 .§:;;1e..Vl;'00 Vl ·0 .:...,,ct·g ~
~.~~'0><."""0 '16~0-'a ,..,;-'"d ~
~~..,
Vl .........'<III....~
~
"'
..
enc:~
'.:~:>
,.....-~
.·W 'til en >-<:
n n'?'":::r :::r
cl ~~
Year
P.ol THE
t.No',
ESTATE 01"
OF TIlE
Late of ..Washin.g.ton.
Count):of.W~S.Atpg:tqJ:l
Will
Administration
.Cqmmom~'ealth of Pennsylvania
,-,
-OO-Elil-Elil~-EIil -EIil :,
1.oa,~.:.....:":0
'0:9~_~:0 ~I-:0 :o.-g ____
:0 '0'~;,g 2
'Vd "0:;!'In.",~~~~~'.~S77'/A"ol:.JN/l;sv".'-.•.~.?>.
"dO:",.'".'<0."".<t
O
Af 'J"I/..../_,~.'."IIJ~!'l h~<"~IJ "'.,•.~.,, , .
.'"0 on".ll)'.'<:l •,.I
a .'.~~~"'...~.",
lJ,(ft,.,;I 'I"~.'•.cy cl."0 •c .
,.,J/7V II,.,
c~~I(j -../.).;f~Ii /I __.~J.
RCC-8t (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
MAUDE H.DOAK
~1Q:x.KAdm ini strator)
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
38-182-7
In Re:Estate of PORTER J.DOAK
__W_A_S_H_I_NG_T_O_N County -File No.__6~3-_7..:....:1=--_6=-.4..:...:2",----_
':r".
Dear Mrs.Dnak,..-.....~.....
You are hereby noti fi ed that the=-==--=,O~r"-,1",-·c:.g.=i~n~a~l~_
appraisement i)Ub·e:~:sta.t~of .PORTER J.DOAK
has been filed in the Qffice 2f the Re.£lister of Wills of WASHINGTON
County on Septernoer ~4 ,192!-,Said appraisement reflects the following
valuations:
Rea I Estate -=-=_--=-_
PersonaI Property __--=1::..;0::..;.z..:1=1=2~.=5=0 _
Transfers ---'-_
Joint Iy Owned ,,---_
Tota I ---=1=.0=-.,J.-.'1"'-'1"'-'2"-l......5...,.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 __S_e-"p,-t_e_rn_b_e_r_2_4-",---1_9_7_1_
Title ALFRED TOSI.APPRAISER I
DATE OF DEATH:June 19,1971
Note:This is not a bi II.
RCC-S!l~(5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of_D_O_A_K P_O_R_T=-E_R~_____=J:.....=___DATE OF DEATH 6-19-71
(Last Name)(First Name)(Initial)
FILE NO.63-71-642
Dated:September 24,1971
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".
~CE!!:~RAISE~·
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
10.112 50
10.112 50
NONE
10.112 50
$
10 000 00
10.000 00
NONE.
10.000 00
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REA~.P~AISED
$$o:-:v.....r J
CLEAR VALUE OF ESTATE
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDU'LE F)
Valuation of life es tates or
FOR USE OF REGISTER ONLY
Tax on·$---------i--
Tax on $-------.__
Tax on $---------i--
Tax on $---------i--
Tax on $~--
Exemptions========t==Total Estate ---l-__
TOTAL TAX
Less tax previously paid
....,BALANCE
Less 5%of tax if paid within
3 months after death
2%$
@J $
5%$
10%.$
15%$
*
$
$
$
$
COMPUTATION OF TAX
(*)As evidenced by Charitable
;"Exemption Certificates issued
by the Secretary of Revenue.
BALANCE OF INHERITANCE TAX DUE $L
Add interest at rate of 6%from
_____to $----------1
AMOUNT OF ESTATE TAX ASSESSED $------IL-
Estate tax paid $---lL-
BALANCE DUE $---_----11_
Add interest at rate of 6%from t=
--.,...----4.tl0-----$-------1
TOTAL TAX BALANCE $-------.<PAID $....J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will l
Administration ~No .
IN THE
..Year ..
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF'
E PORTER J.DOAK
Deceased
Late of .
County of
WASHINGTON
WASHINGTON
-,
..,.
Commonwealth of Pennsylvania
REPORI:AND APPRAISt\L
..,
~
,~
Form RCC-2
DEPARTMENT OF REVENUE43I ••
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ..~..~.P..~..~~?.~.:'......~.~~~.~':"~.
COUNTY WA.~.~I.~Q.!.9.~.
FILE NO.....§..~.::..7.J.::..§.4..~.
Whereas..P.OR.TER J.~D.O.AK late of ~A~BI~Q.T.9.N .
in the County of ..;.:·:~.:..~W..A$:HJ.NG:.'r..Q.N :~.·..~..:.~~Commonwealth of Pennsylvania.having died on
the l9.:t.,h day of .JJ:U~.~19...71.•seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore.I A~.F..R$..P.r..Q.$.J 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,
Unit AppraisementDescriptionofAlletValuasMadaforInheritance
Tax Purpoles
$
REALTY:
NONE
PERSONAL:-
~EF.~OPY OF S :HIl .F."H"ATACHEn TO APPRATSI',MI'.N'10.112 50
....
.....I
".:.'-,
!1
-\.....,-,
,I.,..,
I"\,.."..~
-I ,)
~~
.\~..,..
'1
~
Having been duly sworn according to law.I do hereby certify that the above appraisement is made in con-
formity with law on this ~.11~day of :::::::::::::::::..:::::::::..::..~..........:..>.i;;ZZ;::~
Appraiser
..................................................................................................................................................................
~(Numbc~and St~e_ct)
.........................................................~penna.
·~y.A.§.B!N.Q1lN ..County.,..
RESIDENT INHERITAN.CE TAX APPRAISEMENT
Estate of
PORTER J.DOAK
Deceased.
Late of
.........wAS.HrNG.T.O'N :.~,; .
Date of Death,§.~.+.Q.~.Tl..
Appmisemei!t Docket Vol.,3..8 ..
Page,~..~.~.:.?No..~.~.:.?.~.:.§.4.~.
Filed ill Register's.Office,....~~.P:t..!!.......~4....19...7.l
Amcunl of tax dlle,$:..
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,.
Wrote abo.ut Appra.isement,
Appeal j,.om Appraisement,.
Entered and charged,.
,i)
.f
6
6
6
1
8
7
.----.
Form RC C ·10 .-'.,3-7/-~4...u DEDUCTIONS ALLOWED IN JC·..~.---",.OFFICE OF TME STATEMENT OF DEBTS THE SUM OF ............$........
REGISTER OF WILLS AND DEDUCTIONS"A:)('Washi'ngton DATE APPROVED ....................COUNTY-r•AND AGENT OF TME COMMONWEALTH
~.....-Register of Wills,Agent
ESTATE OF.PORTER J.DOAK LATE OF Wa9l:l1ngton,Pennsyl"an1a
DATE OF FILING APPRAISEMENT OATS:OF DEATH June 19,1971
DATE NO.OF NAMIL OF PAYEE REMARKS AMOUNTVOUCH""
8-1 ~-7 Register of Wills HI"1 .."'....Tn,,~n""""F ~Inn
v oJ8-5-71 Washington County Reports Advertising Estate 14.00
-21-7 Buckley Insurance Agency Bond hn Inn
-22-7 Piatt Funeral Home F lPl"1=Il 'R1 1 1 ,~'H:Inn
~"-
Robert C.Gordon Funeral Hm Ambulanc~?~Inn
--6-71 "'i'-4~Dr.Berman Last II'''''''''''''''~n nn
-10-'7 D.McCarrell Dunbar.M.D.Last Illness t::.n nn :
-21-7 Register of Wills T.'S nf'6nm""'"IClt-...."'....,....,.,~nn
1-3-7 Register of Wills Filing Inventory.Sunnlemt.B.•00
-13-7 Observer Renorter Advertising:Estat.p 111 Inn
Ambulance &Chair Service Final Bill "R I?~
8-71 A.C.Eklund GaralZe Final Bill ~1J Ir::R
Home Quality Laundry Final Bill 10.1ij6
6-29-7 R.E.Krause DrulZgist Ph~l"mA~v Bt11 ,,Ibo
Joseph Horne Co.Final Bill .l1n ~7
Penney's Final Bill hn ~1.1
Four Seasons Flower Shoo Final Bill ,.,:7
Lowry's Guernsey Dairy Final Bill Q ~(\
8-2-71 Bell Telenhone Co.FinAl Bl1 1 ~11 ~n
7-14-7"Columbia Gas Co.Final Bill h1 '>n
-14-7J West Penn Power Co.Final Bill f1 i4
8-20-7"Wash -E.Wash.Joint Auth.Final Bill ~It::.
-14-7]Citizens t.rater Co.Final Bill a 7 7
6-19-7]Friedfeld's Market Final Bill 74 ~1
Register of Wills Filing Account 16.0
Darlene Nicholas Notary Fees 7.0
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COMMONWEA_L_T_H_O_F_P_E_NN_SY_L_V_A_N_I_A__}Sll ..WASHINGTONCOUNTYOF
I.r-1AUDE H,DQAK HEREBY CERTIFY.THAT.TO THE 8E.r OF
Form RC C.·1O ..;:...",~.',,;-~DEDUCTIONS ALLOWED IN..J~D,t ()..",I -"
OFFICE OF THE STATEMENT OF DEBTS THE SUM OF ............$....................................................
REGISTER OF WILLS AND DEDUCTIONS omlt:v:o~Ii,~~~:l/III
..9F ,Washington COUNTV
#-~AND AGENT OF THE COMMONWEALTH
Regl.tor of Wills,Agj~
J.Doak ~Porter LATE OF Mashi ng+-on •PennsyJ mm:'aESTATEOF
DATE OF FILING APPRAISEMENT OATIi OF DEATH Tune J?)1971
DATE NO.OF NAM&:OF PAVEE REMARKS AMOUNTVOUCHEfl
M;r>h~o'[},H,q"''''!:l A+-i-"T'no,Y ,!'::t li't=>o ro''''IO ,.",
-;r~
Maude H.Doak Administratrix Fee '118.00 "(~~J::J.7'JI 4;';:_~7;;)/~~t){)
(v~I/~AA O~A ,..-Ih ...·f ~J~.~..~~S'--Ii)''''··w'··--I'U"....,...
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF vI ASHTNflTON
I,MAUDT<;H.nOAK HEREBV CERTIFY,THAT.TO THE BEaT OF
MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATlON...$~BMin~b·.TO THE ESTATE OF _-::.P...;O~R~T'-'!E~R!.....:J~._D~O~A~K'---..DOECEAeED,AS DEDUCTIONS FOR.~'i -..~•";'JI .;~
DAV 01"
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I"if fi c,<til ;i ~'J I~I 0~t U .J ..:.L 1~_tI r /4 i\1"r~Erjl$TER OF hllLLS
WASHINGTON CO.,PA.
'.
.....
COPY OF INVENTORY
Maude H.Doak
8
Porter J.Doak,
5th
August,71.
Notary Public
xxxxxxxx
Porter J.Doak
3Jnntntnrg anb !\ppratStmtttt of the goods and chattels,rights and credits which were
,"Porter J.Doak'Washingtonaf·.·.····..···.··..·late of .
Washington County,Pa.,'taken and made in conformity with the abOlJe affidavit.
Pittsburgh National Bank Savings Account
No.83..2663617
DOLLARS
10,000
CENTS
00
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:;:'.~':..'\IN THE COURT OF COHKON PLEAS OF WASHINGTON COUNTY~PENNSYLVANIA.
ORPHANS'COURT DIVISION
IN RE:)
)
ESTATE OF )
)
PORTER J .DOAK,)No.63 -71 -642
)
DECEASED.)
EXCEPTIONS TO 'FIRST AND FINAL ACCOUNT
Enter the appearance of PATRONO,CEISLER,EDWARPS AND
PETTIT,Attorneys,for BETTY FERRELL,daughter of'the decedent
son ofth~decedent.
Dated'__~2~6_'_._._~972.
II and.P.JAMES DOAR,
Ii
I
,I
I
PATRONO,CEISLER,EDWARDS AND PETTIT
Details
BETTY FERRELL and P.JAMES DOAK,by their 'AND NOW come.
III
II attorneys,and except to the First and Final Account filed by
I .the Administratrix for the reason that several items of valu~'
I have been omitted from the inventory and the account.
I.thereof will b.e provided at such hearing as is set hereon
I,.Dy·the Court.
PATRONO,CEISLER,EDWARDS AND PETTIT
.....-.-?.