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HomeMy WebLinkAboutOC1971-0676 - ESTATE OF TAYLOR-~--------·---------------------------- j Qlnmmnuwralt4 nf Jruusyluauia, } llas4iugtnu Qlnuuty, ss. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, in the County aforesaid on the 30th. day of June A. D. 19 71 , before me, Russell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in t:he Commonwealth of Pennsylvania, the last Will and Testament of Elizabeth Taylor, A/K/A Elizabeth s. Taylor late of Prosperity in the County aforesaid, deceased, (a true co_py whereof is to these presents annexed), was duly admitted to probate; and John. Soloman the Executor in said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid:, do grant these LETTERS TESTAMENTARY, unto the said John Solomon committing unto Him the administration of all and singular the goods and chattels, rights and credits, which were of said deceased, and requiring Him to exhibit a true and perfect inventory thereof into the Register's Office, at W a:shington, within ninety days from the date hereof, and to render a just and true account of said administration at the expiration of six months from the date hereof, and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and the seal of said Office at Washington, this 30th. day of June in the year of our Lord one thousand nine hundred and Seventy One . h -···················································································---------------------------~ Register I , l ,.~) 1£rtttr!i Wr!itamrutary ESTATE OF ........... J~ll.~-~P.-~ .. t..h ..... 'r.~.Y.lQ.r. .. _ ............ ~ ... _ .......... ____ _ ····-~-~~~---··-~~-~-~-~.P.-~-~-~----:~-~--~~:.1~.~-!: ............ . ~2 \ -.. ~~-""~"""""""""' -. ~.-:. .. ,...-J. . .i.,..;;:.·~~··j:... .n...,.,, ...... ~ .. ;.. .. ,;..:,,.f.·::.,.,,.,-1 ... , :......rt .•. ;.., ........ -..~-... ~· ..... ~~ ~o;· .,..,_ ;.,.,,..~-""~<~~...._ ... ~.ca._.;;;u ... ._-.~ .....,.;......_.;,.....;;,_,.:,.:.;.¥.4i._..~~.-'.e, . .:J...a.~ •• ~.---... -~~-~~.~...:r.;_."';.....; ____ ..;..:J.~·.a. ... ;;...d:.~~_...-, .-.. - LAST WILL AND TESTAMENT I, ELIZABETH TAYLOR, of R. D. #1, Dunns Station, -Washington County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, in manner and form following, hereby revoking and making void any will or wills by me at any time heretofore made. FIRST: I direct that all my just debts and funeral expenses be paid_as ~oon as convenient after my decease. SECOND: I give, devise and bequeath all of my estate, whether real, personal or mixed, of whatsoever kind and nature and wheresoever situate to my brothers, James Taylor, Ray Taylor and John Taylor, share and share alike. THIRD: ! do hereby nominate and appoint John Solomon, Esq. as Executor of this my Last Will and Testament and to serve without bond. IN WITNESS WHEREOF, I, ELIZABETH TAYLOR, the Testatrix, I have to this my Will, written on one sheet of paper, set my hand and seal this 12th day of July, 1963 • . rf~k(SEAL) Signed, sealed, published and declared by the above named Elizabeth Taylor, as and for her Last Will and Testament, in the presence of us, who, ~t her request, and in her presence and in the presence of each other have hereunto subscribed our names as witnesses thereto. -· ,;;.<• •• ·~· .... ;t.. . < • -' I I • I I ! . I I II : i ~· l ~ I ~; \ i' t r. I ! I ~· ~ l i; i . . I .\( 81../~ <.:3-]J-G70 Affi~nuit ®f 1fxrrutnr ®r A~miuistrntnr j;tat.r nf J.rnnuylnania, t ss: <nnuuty nf llauqingtnn \ Personally before me, the undersigned authority, a .... N.Q.t..~.r.Y. .... R.Y.'!:2.!J& ................................. in and for said County and State, appeared .............. J.O.flN .... .S.QLQMO.N ................................................................................ who, being duly sworn according to law, deposes and says that he is the executor or.xadmimstl!ator of the estate of . . Taylor, . . E l.l.z.a.be.th .... Ta;y..lo.r. .... a!k/..a .... Ellz.ab.e..t.b .... .S ..•. L .. deceased, that the foregomg schedules constitute a I t · entor' d · t f th 1 d 1 t t f Elizabeth Taylor a/k 1a I comp e e mv ) an appraisemen o e rea an persona es a e o ............................... 'ET"""' ]:i'''"t'fi""S""t..T 1 deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures o~~~sit~ each Item ay or' 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 ~M". Sworn qnd s-z:bscribed before me this ...... 2.n.d....... L ~ ~ day 2f ..... j,ry~·!J.r..ua.rs;~·;::l-1r:·197.~ ...... /7 _ ) ........... ~~~~..-: ..... ~e~~~·;; .......... . .... ,.&~11,~: .. ·~7~~~ .................. , T G/ ~ My Commission Expires 1 ADDITIONAL INSTRUCTIONS anuar~ 17 197& . . . l. AnvtntTill~r11ffiil~toli>ctofidfYdFfithm three months after appomtment of personal representative. 2. A supplemental inventory'must be filed within thirty days of discovery of additional assets. S. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; l Original and 2 Copies and 2 RCRI-33, Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2 .1Juurutnru aub -"Pt.ttaiprmrut of the goods and chattels, rights and credits which El1zabeth ~aylor a/k/a were of .... .E.l.iza.b.~.:t.b .... S ....... .'l?.-.Y..l.Q.r. ............................ late of .... ~.r.Q.§P.~.E.!.~.Y.. ............................................................. . Washington County, Pa., taken and made in conformity with the above affidavit. Proceeds from Insurance Policy No. 2553672 with Foremost Insurance Company -Interest Dividend from Consumer Discount Company of Waynesburg, Waynesburg, Pennsylvania Proceeds from sale of 1963 Hillcrest Trailer Cash Investment Certificate No. 5-11214 CG with Consumer Credit Company of Waynesburg, Waynesburg, Pennsyl- vania Savings Account No. 1-0-5228 with First Federal Savings and Loan Association of Washington, Washington, Pennsylvania, with interest included to February 2, 1972. Total DOLLARS 7.54 300.00 2,000.00 16.38 5,000.00 5,852.02 13,175.94 CENTS I _,. ~8~?;-?7~/ Inventory and Appraisement IN THE ESTATE OF •' ELIZABETH TAYLOR a/k/a ~.-.... 1:;.l...l~~.~.~X.H. .. S. ........ l'AY.L.QR.,. ....................... .. Deceased. Filed .................................................................. , 19 .. 'l.~ .. , ~:-a ~ rn ::u (/)C)C::: ::c --(i) :;: U1 c.n ·.-;·:--:1 f1} ~ ~ rq ~--­--1 ::,::; ; __ r-l •. :;:;:.. c_""'\ .....;.._ -r: -~-: c-.J .. ..--:-~-::; ::~ :::l._--: --- v ~-= z.; l">(f) ~9 -.; ;-...., -r-; l""Ti ,_ ):? ~- --__, f"'v .,,...~ f ' ' r·~ .. f-r·i r:~ S~F~- 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. Sworn and subscribed before me this ____ 2.n_d __________ _ -"' . 72 day of _________ .F.e.b.rua.r.y., _____________________ 19 _______ .. ___ _ 0 ·----·-----~dv:~~~ : -~,., ~ ... ~ ~"'";~. -~ DARLEN~ NICHOLAS, Notary Public My ~ 'mmi~sion Expires January 17, 1976 wa~hingt.m, Washington County I Pa. Washington 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 Stotute and Rule of Court, as evidence by proofs thereof filed to No. -~-J-~1_d, __ -:-_l_ ________________ , Witness my hand and official seal this __ (o __ ~--------------- --p ~ ~· ·< ~! N '\.3f I ! '-.,! 1'! I l 1 ~-~: ~~j z . ' -~-. ..; .. ~· ·•· , I ~J j'\ : ~ ! .... .... !I..,,.. 1 "U f-FR I ......... p J· IJ l' "I f' u· o:: , .. r· I I L • 0 ')I ,.,.,.._r.,(. , .• ,.;·~·c --..... ··.o; -~ l"i ·' _, J 'I ( ;, r-}r. ... .,,,~-r·· r1 ..: G 1 .:; i t. il. 0 F ·w i L L WASHINGTON CO., p !, "'" I ,. .. .... ; •.. ;::."'! .3 --......R :::::ro. jo (II <?, t Co \$') -\..: ~ G ,~ .., -· t.:. 1....1 ~ . .: ........ ' ' ~ ' ' -, .. _ .. "' The Court is respectfully requested to determine proper distribution in this estate. I 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 appeared before me, a Notary Public in and for said County and State, .... Richar.d ... S ...... Cow.an ................... , who being duly S•WOrn according to law, deposes and says that he is the .. Yi.~-~-~-~-f_~~J,_g~~J of the Obs•erver Publishing Company, a Benns.ylvania corporation, and it·s agent in this behalf; that the said Company is. the owner and publisher of the Observer-Reporter, succ•essor to The Washington Observer, established September 18, 1871, and The Washington Reporter, established August 15, 1808, a daily newspaper of general cir•culation, printed and published and having its place of busineS's at Washington, Washington County, Pennsyl- vania, where it or its predeces.sors have been established and published co·ntinuousiy for more than six months prior to the publication of the notice hereto attached; thrut the printed notice or advertisement hereto attached is a ·copy of an official advertisement, official ne-tice, legal notice or legal advertis-ement, exactly as printed or published in the Obsterver-Reporter in its regular editions on the following date or date.s; ........................................... . ................................. Ju.ly. .... 6..t_l3 .... and ... 2.0.t .... l.9.7l .. ______________ ...................... .. that neithe•r true affiant nor the Observer Publishing Company is interested in the subject matter of s•aid notice or advertising and that all of the ane.ga- tions· of this affidavit as to the time, plac~d character of puj;llication are true. /i. .i~j__-i..~ t~~ Sworn to and '"b'~~~.!~~ WASHINGTON, WASHifi:GTON COUNTY MY COMMISSION EXPIRES MAY 6, 1972 J W ashiogton 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 officiail 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: July 8, 15, 22, 1971 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. • • • • • • • • • • • • • • • • • T~YLOR, ELIZABETH, a/k/a ELIZA-. BETH S. TAYI,OR, Dej:~g._. ·~ --:--1 L a t e of Prosperity; Washington County, Penna. · · . · Executor: John Solomon, 421 Wash-ington Trust :Bldg., Washington, Perina. .15301 Attorney: John Solomon. 421 Wash-ington Trust Bldg., Washington, Penna. 15301 that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advel'tising and that all of the allegations of this affidavit as to the time, place and character of the publication .,. -· i?lo.JJa ____ (!2 __ ~ Editgr Sworn to and subscribed before e this ----- ~ ........... 22n.dlay o~ ................... z.ZJ.u.1.y, ... : 19 ...... 1.1... .. . ,~-~--~ JOSEPHINE T. SCIAMANNA Notary Public, Washington, Washington Co. My Commission Expires Juli' 1. 1974 J I I THE FIRST AND FINAL ACCOUNT OF JOHN SOLOMON, Executor of the Estate of Elizabeth Taylor a/k/a Elizabeth S. Taylor, deceased, of Prosperity, Washingtop County, Pennsylvania. '· The Accountant is charged as follows: As Per Inventory . $ 13,175.94 TOTAL ASSETS OF ESTATE $'13,175.94 TOTAL AMOUNT OF CREDITS CLAIMED BY ACCOUNTANT 2,891.62 BALANCE DUE $ 10,284.32 THE FIRST AND FINAL ACCOUNT OF JOHN SOLOMON, Executor of the Estate of Elizabeth Taylor a/k/a Elizabeth S. Taylor, deceased, of Prosperity, Washington County, Pennsylvania. The Accountant claims credits out of the assets of said estate, to-wit: PAYEE Register of Wills Register of Wills DESCRIPTION Letters of Administration and Short Certificates Short Certificate Washington County Reports Advertising Estate Observer Publishing Company Advertising Estate Ferrell Funeral Home Funeral Expenses The Bell Telephone Company Final Bill Agway Petroleum Corporation Final Bill Ruth M. Mounts, Tax Collector 1971 School Tax $ Tax Assessment Office 2 Assessment Certificates West Penn Power Company George K. Hanna, Esq. Bank Service Charge Register of Wills Register of Wills Darlene Nicholas Jack H. France, Esq. John Solomon Total Final Bill Court Appearanc& Filing Inventory Filing Account Notaries Court Case Settlement Attorney's Fee and Executor's Commission AMOUNT 20.50 1.00 14.00 14.00 1,584.30 2.02 7.02 50.28 1.00 7.50 75.00 2.00 3.00 16.00 5.00 100.00 989.00 $ 2,891.62 PETITION SUR AUDIT Testate Form j IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of .... El.iza.P.~.t.b ... Tas.l.Qr ... a/J~/.~,-----------------·--No .... ~J.~ ... <?.(.J~_7.1_ ___________________________________ _ ·········--.ElJ.~-~R~.th. ... S.! ... T.~yJg;r._,_ ________________________________ _ Fiduciary ......... J.Qb_I) ___ S_Ql9.ill.9.P. ........................... . Deceased Date of Date of . Decedent's death:::.: .... J.une. ... l~_, ___ _l.J~1J ......................... Grant of Letters ...... J.)UH~---~-O. ...... J~:Zl ___________________________ _ This is the ...... f.irS.t.·:.and .. .fina..l ................................. account filed in this estate I If there have been former accounts filed in this estate, list file number or number and term ...... N9.1J~--------------------· Election to take Date Election Place of; Under or Against will. (cross out one) Filed ----------------------------------Record ------------------------------ Name of surviving spouse ........ N9.1J~----------------------------------------·---------------------------------------------------------------------------·--------· List issue, where material: None Did decedent marry after execution of will? (indicate)JM€X. No. Any children born after execution of will? (indicate) ~K No. If answer yes, name them .. ----------------------------··---------------------------------------------------------------------------·-----------·--------· Legatees James Taylor Ray Taylor John Taylor List, if exceptions to above: Adeemed: None If partial intestacy, give facts: None Relationship Brother Brother Brother Revoked: Interest 1/3 1/3 1/3 Lapsed: Fiduciary, if deceased or not sui juris Sui Juris Sui Juris Sui Juris Abated: Give Cause: 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. Dqa( If any exception give cause: ........... ---------·-----------------------·· File copy of Notice and date of ma i I ing ........ M~:r.g_fi ... 7.., ... l.!t'l~----···········································--······················--·---·-···-----·-··--·-········-···-······ Is estate subject to the filing of a Federal Estate Tax Return? .......... N9.. ....................................................................... . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ......... ~-~!!~ ......................................... . If the Will makes any portion of estatesubject to a life-estate, give name and birth date of life tenant.. ................... . ............................ :NQ.J;l.~---·················································································································································· Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account, Itemize any additional debits not shown by account: $ ... 10.r2.84 .•. 32. .......... . ty Total additional debits (Add) Sale of Personal Proper.$ ... 10.0 .... 00 .................. . Itemize any additional credits not shown by account: Total additional credits (Subtract) $ .................... _______________ _ Balance for distribution $ ... 1.0.,.3.84 .•. 32 ........... . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); '" .. If Family Exemption claimed by Petition, give place of Record: ......... ~.~~-~---······························································ If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ..... NQJJJL .............................. . list any advancement or distribution on account that has been made, and nature and amount of same: John Taylor -$400.00 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: James Taylor -1/3 Ray Taylor -1/3 John Taylor-1/3 COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly .... J~~Q;t;'.~ .................... doth depose and say that the facts set forth in the foregoing petition are true to the best of.. .... his ................... knowledge and belief . ................... J?.Y?~~~---·············to and subscribed before • r ~e this ~ ~!td ::day of iJj;:J:,-:!•~-----;---____ J_ 9J:·•· I S1gnature of Off1cer./Uf2 .............. ~~ Title of Officer ...... QAR~~N..~.}HCHOLAS.. .. Nataty .. .P.ubliG-·········· My Commi.;:;iJn Expires January 17, 1976 Office ex pi res., ......... j&'~ineton. .• \li~~LlglQu..CilUili-}<,··Pfl:.··············· And your petitioner will ever pray, etc. ............................................................. , ........................................ . I ,· No. . ..... .6.1§ ... 9.f. ... l~.TL ...................... . Estate of .... .ELIZABE.TH .. TAYLOR. .. a/.k/.a ..... EL..IZ.AB:KTH .. S .•... .T..AY.LO.R_. ................... . Deceased Fiduciary ....... J.Qh..U •• S.Ql.QID.QO •...•................. 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 poges 23-24. 1. Written praecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. Proof of service of above. 5. Letters Testamentary or Administration C. T. A. or an attest copy of Will. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. ·······---~~~ e:::;::7··············· ~~---··········--·Att~~;;~~--- . ·-~ ~ ~ ,-... f1!<,_ l t ' I } . L. · ; '72 rlpP ... fl ll l0 ip)-i ! :. !I 21. RUSSEL~~ i:~f~1 NO REG!STEn OF-WILLS VI AS H I N ~:, T 0 .'i C 0 .. P A. 'l ~ / ~ \ ... ~ t_..,l~ -,,.# ~ •/ -**.-. r , ;.; , I ~ .. (') '· .· ., I _--'~ "i -------.!J.......;--.-_ _;,___---=======· ==J=; I IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA · , .. ' . i~:) - ,. -\ e " c( ORPHANS' COURT DIVISION · · INRE: Estate of ELIZABETH TAYLOR, a/k/a EL~ZABETH S. TAYLOR, ( ) ( ) ( No. ) ( ) . ' . .. 676 of 1971 ' ' '• . ' ' --.~ Deceased. ( . ' ' > .J > -Ill z .. ~ D. i 0 I-C) . . HEARING ON AUDIT z xBEFORE: The Honorable P. VINCENT MARINO, Judge of the said Court. , Ill c( ~- ..: ~ 0: 1-IJ) '• ~APPEARANCES::., ~ _ JOHN SOLOMON, Esquire, of Washi'ngton, Pa. ·, representing the Accountant. !::!. 0 ;:) ., % ... " w ~TIME: Ill 1-a:: 0 D. Ill 0: 1- Wednesday, March 22, '1972, at 10:00 A. M., EST § THE COUhT: 0 The, Court will resume the call of the audit 0 ~ 0 ii: II. 0 list for the first quarter of 1972. We will today consider the accour ts listed for aud_it on Welinesday, March 22, 1972 at 10:00 o'clock A. v'I. The first audit is Number 676 of 1971, the estate of Elizabeth Taylor, .. deceased. The Executor is John Solomon and the attorney- . is John Solomon. Mr. Solomon? R ~ . MB. SOLOMON: May it _please the Court, I have all of the neces~ ary papers in this estate. There are no unpaid creditors. There are nc ,../ ? ... ) e ' ' (' :\ e I 1- ._.. . ~ z <( > ..I )o en z z Ill D.. i 0 1-Cl z i Ul <( ~- ..: 2 a: 1-en 0 ..I <( i3 0 :J "'I :1: ~ ... ui 0:: Ill 1-·0:: ·f Ill, a: 1-0:: :J 0 0 ..I <( i3 ii: IL 0 ~ "":~..:::~-- matters to be determined by the Court. And I believe all of the · . ' papers are in order. THE COUhT: Is there anyone :else in Court in_terested in this ' . decedent's estate'? ( NO BESP ONSE ) MR. SOLOMON: If Your Honor please, one of the heirs, Mr. .... John Taylor, is here in Co~rt. I don't know whe~her he ha.d. any quest-ion or wanted to say anything to the ·cou:r:-t. THE COU.hT: If there are any remarks we wi~l be glad to heal them. Otherwise, we are ready to close this audit, as I underf\tanc .that all outstanding debts have been paid . -~ MR. SOLOMON: That is correct, Your·Honor. ' THE COURT: Is there anyone else··in Court interested in this decedent's estate? ( NO RESPONSE ) THE COURT: The audit of this account is ordered closed by the Court. ( AUDIT CLOSED ) ·' : ~ 2 1--- ' ~" ' . " I . :~ I bereby eertify that the proca.edinQS and evidence are ~ con~ln~ fully and accurat.ely in :the notes taken by me on tbe hearinq of z <( g tbe above cause, an~ that ·thts eopy ts a correct transerlpt of, the same~ z z Ill D., . i ' 0 ... " z x ~ ~ ..: u i ... !!! Q • .J <( ~ The fO:regotnq record of the proceedinqs upon the ::l "'I ~ heartng of the above cause is hereby approved and directed to be filed~ w ai 0: Ill ... 0: ~ Ill 0: ... 0: ::l 0 u .J <( 0 iL ... 0 ;r • · . ,• ,·. .... tv t -I . ' . .'. . ' .. " ' • '. f.\· -"AI-V-· ·+ _... _...._... ...._. _ ...... ~.-( . .,]: -:- ' . .!~ ~£ 1.: -~-. -· .... ~- ,. . . 1"''\..~· ... . ~ ' ·•{. i , . ~ ... -~ ..... -..... ... _ ,.,; . ~~ ; - .. ' _, '\~ .: . ·' •. . --- . .. . •, . I .. . ) ~ --J' .,; ':. ,t J I ; # !'", I ' ~ .. \ ;, -~· .. '_.,..,.... ... . f.,., h ... ~ .. , ., .. ·< \)1 -~~ • . ?f"f. • I . ,. ·. "' ......... , ..,. :-:: :'J > ,., (/) 0 ·-·:n :~~ -l II'" ---1 ~~ ·c: ..... '· •:->T ! G ·-· -r ·u r-:> (JJ •· ... "· .. . )' ~ ~ • .; ::0 c:: (I; '> 1 n"t . .... .. ~ l"_'") •' • J::- ·- ;. "- .}.., .o.....J 1''-J ... :0. :-c:J :!"Jj ;;-.) :';\:J .,.. .,!:' ('..) i"-..J .. •) ·' ' .. . , ... f"-. ,i: ,/ r e • ... ~n tltr <trnurt nf <trnmltUtn iflrns nf llnsl1ingtnn <trnunty, J~nnsyluanin, ®rpqans' <nnurt ilittisinn ESTATE OF No. · 63-71-676 Elizabeth Taylor a/k/a In the matter of the First end Final Eli~abeth S, Taylor, Account of __ J_o_h_n_S_o.::l_o_m_on ____ _ deceased Executor ADJUDICATION AND DECREE And now April /(:9 , 19 72 , this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof i~e bgif~2 for distribution in rthe hands of the Accountant is determined to be $ ,3 •J' and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or on appeal be taken herefrom sec. leg. SCHEDULE OF DiSTRIBUTION Balance per account ________________ _ $ 10,284.32 Additional debit asked at a udi t 100.00 Balance'---------------------$ 10,384.32 Deduct Clerk's Costs & Receip+c.l::»-------------26.50 Attorney ___ J_o_h_n_S_o.;;;;;l_om_on ____________ _ J Russell Marino, Agent, Transfer inheritance tax, $10,357.82 11~1?72.-J t.~J.;;;t,.so . ,./l 1538.6717fillLAI ~ A A. I_.-"! (!JL1b James Taylor, brother, 1/3 residue, cash, Ray Taylor, brother, 1/3 residue, cash, John Taylor, brother, 1/3 residue, cash, credit to be taken by the accountant for funds in the amount of $400,00 advanced prior to distribution by the Court, · --~"'$8,819.1\N'..._"-: tJ.e. I 2939.72 // ~197~ f~-/$3~. (, 1 2939.72~ ~n~. ~~y 2939.71 No balance _ 1 r \ \ . r ) . r ( \ r . Jtjta~ 0 ·~-· z ..... (' I. .:J . ~ R' . n ~ ..... p 0 :::; 45' ty a s:: m v-+t m a 3 §, 0 0 0 ..... ..... ..... .... m .... ., to\ 0 a ..... ..... .... :::; t ~ m = N ~ & ~ s ~ ~ ~ r r . ~ . ' . . ' .. , r" ~~' ;;:i -~~ '""'' ~~ rn ::o (/') ~:;") c :::.:-Yio (_I) ~l I u·· ~'1 r r:::t:J t .. ~z 'f •. ~-! f r I .-l-rn .. --1 ::;· ":.") I ' C• ···-"' -~ '• ... _ TJ 'T\ ~ ' ') r ~· 0 ~' .... 0 ~~ -·~ _ .. r-· -.r ..I,::" r' .-p ,r··-~Ill!-~ t'-'J r J> (f.l rv ~'"'-' ' ) ~ '•' .t )') ·.r ' ... r. r I ,, "' 'r .·, ' I ) . • ,J I ·.}: ,_, .. • -~; ' ·•-- ,. . 'I In the Court of Common Pleas of Washington County, Penna. Orphans' Court Division IN RE: ESTATE OF ELIZABETH TAYLOR a/k/a ELIZABETH S. TAYLOR, deceased. R E C E I P T S ..__! ' . ~*- .... ·;~~ ,._ .• -;.:; t:~ .. ~-:;:.-rn (:: :-.·:;.: <.n (.';") {,'---., (..) () l ·) -·. •. -! r· •'} .•. -~ ·-;·: r~"'i r ·--..... -~ /-~- .f_~, C:> d ·• .. ,_, -~i '"t•,<" ~-;; :~ ~,:;-· :...., c ~-· ...... • -~~·,T " . ~ - "' ~ ""'0 I C,)_· '!> (/l crt a.: JOHN SOLOMON ATTORNEY AT LAW WASHI.NGTbNi 'p,A.:· l5301 :, -~· \~<~-.;_}~:_. :~;_.r/~ -}~~{ · · ~-~ ·-_~;:;.~.;~?:t:·\.,._~f :~{::.t·· ·:--·-~--~ ... . 42.0•423-WASHINGTON.>TRUST•iSUILDING .. .. "··· · · '.--> .. -.• -:.--·-. ·.:');{,,:".;w.:r·. ·-:·· : __ ,._ · · -:·· ~ ~---,.," . •.:_< j IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. ORPHANS' COURT DIVISION IN RE: ) ) ESTATE OF ELIZABETH ) ) TAYLOR a/k/a ELIZABETH S. ) No. 63-71-676 ) TAYLOR, ) ) deceaS'ed. ) R E C E I P T S AND NOW, this ~~day of April, 1972, I hereby acknowledge receipt of the sum of $2,984.37, being my distributiv share in full in the above captioned estate. ,.· ~. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. ORPHANS' COURT DIVISION IN RE: ) ) ESTATE OF ELIZABETH ) ) TAYLOR a/k/a ELIZABETH S. ) No. 63-71-676 ) TAYLOR, ) ) deceased. ) R E C E I P T S AND NOW, this / Jv day of April, 1972, I hereby acknowledge receipt of the sum of $2,984.37, being my distributiv~ share in full in the above captioned estate. .•' I j IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA. ORPHANS' COURT DIVISION IN RE: ESTATE OF ELIZABETH TAYLOR a/k/a ELIZABETH S. TAYLOR, . . DECEASED. ) ) ) ) ) No. 63-71-676 ) ) ) ) R E C E I P T S AND NOW, this 15th day of June, 1972, I hereby acknowledge receipt of the sum of $2,584.38, being my distributiv, share in full in the above captioned estate. -; .· -... ~-· • ..< <'>-..J..t"..:...· ··.-_:.·:-::·--~.--· --· -:-· ·.-··:- -~-.. ~ :•r. ·-· ;-;•·· ~'.?.• ,..·.·.'="<.:_..<"~ ··-::.""":.:-.·.~".:";"":".:..:-. :_·.~---~·~:-:..:ei;..:~·.:: • .·-:-.-.·-~ .• :~ .•.:_-:::: .• ~~'.:~~-:-·!: •;.:..: .. ,.·!'"-."'i::-""·~;."t!::~--:."~L: • . In the matter of the Audit of Account in Estate of. __ ,!;jE~l..,!i~z"-'a&.Jb~e!..i...A<t.AJhL-.;"Tuaa..Y!I-I-l~o,....r---'a~/~kD..L-/-'la.._·_ No. 676, o=f=--..:1=9:;__;7:__:1=--___ ; mx__, XXK Elizabeth S. Taylor, deceased. TO THE AUDITING JUDGE: Enter ___ -'m=-<y _____ .appearance for Accountant 22n.~ __ tiay or._~M,a=r=-=c=h::.-_____ , 19~. N. B.-Counsel shall, by separate paper, present a concise statement of Gach 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. -.-..... ---·-··· ~-:r:-.. .• •. -~ • C'"' i i ~-. I + • • t-' rr""t ~~~%,. ''' f ' < • • !;; _,. '4~~.... •. 9 72 APR 1 n PN It 22 f1 U r: "'· r" ' I ' · ,. " " 0 't -,._, ~ /'~ · ·-._ , ~-~ i ~ I f'·J ;:t"GISTLt·~ 1.);:,-WiLLS W.4SriiNbT1JN CO., P .• t. ., ; . ;· ·.· No. 676 pf 1971 ."~~--• 1f.¥.: Iu re Audit or Account in Estate ot ELIZABETH TAYLOR a/k/a ELIZABETH S_ TAYLOR_ Deceased. AUDIT i·. Jra.rripr · fnr i\ppraranrr __ FOR [ ···(:.·., ·r. ··i;·. Accountant ..... I· .. ( .. ________________________ ;J._: .;·· •' ;, . 1• I ;j ·! ":j·. -----------------------------------------' ~t: "i!. l}~ ~. ·;;;·~/ i; -/7~·-;:: .. 1.. <::::::;:::7 -u7 Attorney · ::· ,. • -~2 ·:. ji: li• ~ • 1 :.·. I I i i I '·' Form RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS J RESIDENT DECEDENT COUNTY OF · , ... WASHINGT.OR .. , .. ,,, .. ,,,,, .... ,,.,, ... ,,. ·,:_. IMPORTANT: This -return must be completed in .detail and-filed: in..,duplica:te, with wUl attached,.with the Register -of Wills of .the County,where decedent, r~sid!=l.d;_ Return is due within one year after date of death, unless anextensi9n is gr_anted~hy th_e-Se.cretary of. Revenue. (Section 703 of the Inheritance and. Estate Tax Act of 1~61.), . . 1 IN THE MATTER OF 'llfFJ ESTATE OF · . ·. '} · ·· · · · ., ELIZABETH TAYLOR a;k;a· . . AFFIDAVlT oF ...... E.L.IZABE.TH ..... S .......... TAYLO.~ .. , .... _.de.c.ea.s.e.q ............................. :.... ~x~cuToR ·. (State full name of decedent) · . · Late of ........ : ........................ W~§,p,~_QKt.9!1. ............. : ....................... : ............. County . .tH»H~~ ·, ... state of : ......... .Penn~y~ v.~P-:~.:a. ................... : ................. : ..... }· . .. ; . ),• -ss: county of Wash.~ng.t.on ................................................ . I ~ ! ·' ) ............. J.o.hn ...... S.o.lomo.n, .,.. ...... ... ... ... .. ... .. ....... ...... .. ........ .. .. ....... Executor of the estate of the above-named· decedent being duly sworn, detvose S and sayS Decedent dJed ................................. ~~;;;) ... 1.5, ... ci;;;;) ;·• 19.(~;;)"'{ ;~~aiea~ing a last will, ~~PY of which is hereto attached. } Name and address of aitorney·or} other authorized representat-ive to whom all correspondence should be mailed. . John S<>.lomon,E$qqi:re ................. _ . .... .............. ................ ............... .. . .. ............ . ...... . 421 Washington ... Trust Bldg~, Washington, .... Pe .. nn.a ......... l.B..3. .. 01 That as such : ...... Ez.~.Q.'IJ.t.Qr. ................ deponent is familiar with the affairs of said estate and the property con- .. , (~;x•;cutor-Administrator) · . 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 OTI:lER iNSTITUTION IN WHICH DECEDENT RENTED ·A 'SAFE ·DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN .NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT one That the contents of said safe deposit box or boxes !I-re 1 temized under Schedules of this -----return, with the exception of the .fol.lowing, for the reasons hereinafter set forth: . That Sc.hedule A attached hereto and made p.art hereof sets for,th fully and in detail all the real property in the Commonwealth of Pennsylvania of wnich deceden~ died having an interest there!~. It also sets forth the mortgage encumbrances upon-each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof, It also sets forth in the columns provided therefore the asse~sed 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 ... ~, .. ~ ' l. '" of deposit, savings banks, trust companies, or other institutions, whether individually;·'or•,in .. trust ·for ....... '\.). ...... ~ ... -rJ any other person or persons giving also separately the accrued interest thereon, if any, 'do)Vl} .. to the last ~ ""' .. ~' .. interest day prior. to de'cedent' s death in the case of "savings banks, and to the dateS'of·decedEmt' s death ' . . . :: \;-...... ,~ ..... in all other cases; all bonds, postal savings, treasury certificates or notes and ~t[_gJ:' evj·dence .o.r in- debtedness of the United States to the decedent; all obligatior.s, whether by statu'ie-::O:r ~reement' they are designated as tax tree, 'of the United States, or any state, or political subdiv\if:oh :i'her~of;? or of . . "'"'" (") .· any foreign country, which ar.e owned at the time of death; all wearing apparel, jewelr:y, #s.Hy.erwar.~,·\pic- . • . ........ ..:::l' ........ 4. "' -· tures, books, works of art; household furniture, horses, carriages, automobiles, boats;, and ~ny and" all other personal chattels of whatsoever kind or nature, left by decedent, .together with the_ fair! Y,;es timated market value thereof; all bonds and mortgae;es held by .decedent and of all claims· due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died ·possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated ,fair market value ·thereof, and if such estimated fai:t: market value be. less than the face value, it sets forth briefly the reasons for such depreciation as to each item; all moneys payable to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. 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 interes·t ·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. bu.siness, 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 iri itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time o.f'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 transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after ,death, there is also attached to the. schedule a co}ly 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, 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 ariy,. died prior to decedent, . the dates of their death, their issue, and the relationship of such issue to the beneficiary • . That Sc/ledule 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 •. rhat 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 anrl unpaid at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed .obligations upon re- quest, that. if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax' assessed can be reassessed in accordance therewith • ... That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ... ~ .. !J.d. ................ .. . · ·.;' ................ ; ......................... :.:. .. ..... day of ............. f.~.P..r.~.a.&Y..J ........ 19 .. 7..~ .. ~ . .............................. /((}u/.~j,~9fu~~ .......... .. DARLENE. ~ICHOLAS, Notary Public ~y Commission Expires January 17, 1976 .1:.~.l ..... W.a.$. .. b..i.ng.t..QJL.T.r..us..t. ..... B.l.dg ........ ~ ............ . (Street Number) · Washington Penna. 15301 ,, ........................................... 1. .................... , ................................................................. .. (City or Town and $tate) . Washington, Washington County, Pa. 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. • RCC-3.4 (Hi4) COMMONWEAI:.TH 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 held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together wl th DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "F" and must not be deducted from this schedule. None Insert this total opposite "real property", Schedule ''A" in the X X X X X "As Reported" column on the last page of this return. RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DEr,EDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. u. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, stocks, mortgages, notes, together with accrued interest or 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. Item NO· ITEM List and describe fully Proceeds from Insurance Policy No. 25536~2 with Foremost Insurance Company Interest Divident from Consumer Discourr~ Company of Waynesburg, Waynesburg, Pennsylvania Proceeds from sale of 1963 Hillcrest Trailer Cash Investment Certificate No. 5-11214 CG with Consumer Credit Company of Waynesburg, Waynesburg, Pennsylvania Savings Account No. 1-0-5228 with First Federal Savings and Loan Association of Washington, Washington, Pennsylvania, with interest included to February 2, 1972 Total Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. UNIT VALUE I I I \ X X ESTIMATED MARKEl' VALUE 7.54 300.00 / 2~000.00 16.38 5,000.00 5,852.02 13,175.94 DEPARTMENT VALUATION (Do not write in this space) 3 OtJ,CJ 0 sooo,oo ~ 3 n s. 9'1 19/qJ, -' RCC-36 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT • SCHEDULE "C" TRANSFERS ( 1) Dirl rlecedent, within two years of rleath, make any transfer of any material part of his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or no) _Nu.J..Ot.._ __ (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (inclurling a spouse) in joint ownership? (Answer yes or no) No (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer ----------- (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) __ ~N~o~---- (a) Was there any possibili~y that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no)~N~o=----- (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 unrler 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) --.~.Nll.lou._ _____ _ (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no)~N~o~------ (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others------------------------------------------~----------------------------~-----------(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) No (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserverl power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no)~N~o~------ (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent anrl others? (Answer yes or no) No NOTE 1: The answers to these questions should be supporterl by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION NONE Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MAIUillT VALUE (Estimated) DEPT. VALUATION (Dept. Only) \ h RC~-37 (12-63) COl\1!\lO:'IJWE.l.L Til 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) James Tavlor R. D. #1 Prosperity, Pennsylvan.ia c Ray Taylor R n #1 Prosneritv Pennsvlvania .John Tavlor 327 West 9th Street East Liveroool Ohio • 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 Brother Yes Sui Juris One-Third Brother Yes Sui Juris One-Third Brother Yes Sui .Juris One-Thtrd n - Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE None Will Administration t No. Year .... Dl THE .\lATTER OF THE APPRAISEMENT OF THE ESTATE OF ELIZABETH TAYLOR a/k/a ELIZABETH. S •... TAYLOR,. Deceased Late of Prosperity . County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL 'Vd '·o::_:, N.OJE':r:i!HS\f/t\ .•, <: i ~ ... ! f M ;~ .; ! -::1 1 {~: I c-J -r q ... ' , . ~! -.il ~r " .. -.-t .1. •• _! , \~ . ..:1 e; .. o )·J ; 1!, ;~ ·; ·; = ~; s n e1 12 ~ .: ~ 1 ' <.! l ! 'H Ll ·,. fiJJ ?/ ' ,.JJ ~·-l I ' ' (Executor-Administrator must complete "As Reported" column #1.) 0 .... 0 "' "' ..., ~ g. co ~ "' ,... ~ ,... (!) -oo j--1 :e,.., ·~ :I-' :-..J :CJt :. .t.O :W::. -oo -oo ..., >-c:; ~ .... (!) (!) ~ .... ~ ::::! "' ........ "' 0 ....... ::::! '"t:j (!) ~ .... ............ 0 "' "0 '"t:j (!) w ?" .... .... 0 ,... "0 '< (!) .... ~ en en (') (') ?"' ?" a tJ5 > : : : ..__.. ..__.. ..__.. -oo ·-oo -oo· :1-' :e,.., .;. :1-' :.._J CJ1 :0 (,!:) Jol:>. ~-oo-oo-oo-oo-oo ~: '>-._· "'<;;.. ""' ·""" ~· ·~ -~ ~- ;"'() ~ en c:: ~ ~ > ~ >-<: > "' ~~ (!)I-'g~ .... ~ (!) c.. > :r. t:l ;:;.~ ~tv .... ~ 2. ::1 '"' c.. . l II 4 'K.CC-08 CCMMONWEi\LTH OF PENNSYLVANIA THI\NSITH TNHElUTi\NCE TAX RFSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY nsrRrCTIOKS: 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 tmder Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisition, Name I Address and Relationship of Co-Owners, and Place i of Record of Instrument, where Rea! Estate. ! NONE 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. DEPART~AENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest 'l~ OFFICE OF THE &.:3 -jl-t, 7Cr ,.I ' STATEMENT OF CIEBT~ OEoucno>s ""jl 'i f: t THE SUM OF . . . . . . . . . . . . $ ........ f ............. !./. .. Form RC C ·10 REGISTER OF WILLS AND DEDUCTIONS OF--------COUNTY AND AGENT OF THE COMMONWEALTH I Elizabeth S, Taylor . ESTATE oF Elizabeth Taylor a/k/~TE oF Prosper1ty, Wash1ngton County, DATE OF FILING APPRAISEMENT ---------DATS: OF DEATH __ _,.J:;...;:U:::.:n::..e=--.:1.;:::5_,,---:1:..:9~7.:..1:::;.._ ___ _ DATE NO. OF NAME OF PAYEE REMARKS AMOUNT I VOUCHrolt I '-'etters of Administration 6/24 l/71 Ree-ister of Wills and Short Certificates 20 50 I 6/24 171 Register of Wills Short Certificate 1 00 _7/1/~1 Washington County Reports Advertising Estate 14 00 7/8/ ~1 bbserver Publishing Company Advertising Estate 14 00 8_L_l2 /71 !Ferrell Funeral Home Funeral Expenses 1.584 30 &lH\ l/71 h'hP RPll TPlPnhone_Comnanv Final Ri 11 2 02 8/16 i/71 ~gwav Petroleum Corporation Final Bill 7 02 8/Hi i/71 tRuth M Mounts Tax Co1lecto r -1971 _School Tax _5_0 28 9/1/ 71 rrax Assessment Office 2 Assessment Certificates 1 QO_ 9/17 /71 West Penn Power Company Final Bill 7 50 Geore-e K. Hanna Esa ..,ourt APPearance 75 00 !Bank Service Charge 2 00 Ree-ister of Wills Filing Inventory 3 00 Ree-ister of Wills Filing Account 16 00 barlene Nicholas Notaries 5 00 ~ack H. France. Esq. Court Case Settlement 100 00 lTohn Solomon ~~~orney's Fee and :ecutoi' '_g Commi !:::!::: ion 989 00 ~~¥::-c~Lt PI Z0 S() J Total d ~.~-6;7' COMMONWEALTH OF PENNSYLVANIA }ss: '-__.. COUNTY OF washington I, John SQlomon HEREBY CERTIFY, THAT. TO THE BEaT OF MY KNOWLI!!:DGE AND aEI;-IEF, THI!!: FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSU 01" ADMINISTRATION SUB,.UTTED. TO THE ESTATE OF Eljzabeth Ta~lor aLkLaL DECEASED. AS DEDUCTION$ f'OR INHERITANCI:i:. TAX PURPOSEf!; ''.-; -~ab~-Taylr --,. ~ ... -~ . (L. 5.) . ' ... 2nd .. ~~ SWORN AND SUBSCRIBED i!EFORE ME THIS DAY Of' ~ A2(EXt~5-lta~ DARLENE NICHOLAS, Notary Public My Commission Expiras January 17, 1976 Washington, Washinsten Gounty, Pa. ./.· ~ -·~-~"'1 ... --..; J ... ._:: ::':1 rv ;:,... fTJ :::0 ··~·~-(/) G) c: .., ;" .. __ .. _ ::r: en r.-1 ' (j) CtJ a:;: ;?..: ··-1 f'Ti , .. , .. , ·:;-.~ f1"l r~· .. 4 ' j -7'1 ~_.::~ ,..... i/'~.-.• ,. 0:.:~) '~-" C.-1 .~ .. :c-. ·~ ·r~ ..: ... ~ ~ !''"-::r 0 :.~! r ..... " ::;:::J v r--r1'1'f .. ., ::r:~ (./) c::> ~"'v RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT JOHN SOLOMON (Executor o~l IN YOUR REPLY PLEA8E REFER TO 38-186-2 In Re: Est ate of ___ E_L_I_ZAB_E_T_H_T_AY_LO_R~a/:_k...!./_a ___ _ ____ W_A_S_H_IN_G_'I_,O_N ______ County _ File No. 63-71-6?6· Dear Atty. Solomon, You are hereby notified that the ____ ~o~r~i~g~ina===l~-------------- appraisement in the estate of ELIZABETH TAYWR has been filed in the office of the Register of Wills qf WASHINGTON County on Februacy-8 , 1922.. Said appraisement reflects the following valuations: Real Estate ________________________ __ Personal Property ____ l~J~1~1~7~5~·~9~11~------Transfers ______________ · ____ · ________ __ Total ------------~.~1~3~1~1~7~5£·~94~------ 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 one year from date of death, interest at the rate of six (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ ~F~e~b~r~ua=ry~~8~,~1~9~7~2~~-------- Title APPRAISER I DATE OF DEATH : June 15, 1971 Note: This is not a bill. J RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of TAYLOR (Last Name) ELIZABETH a fk./a " DATE OF DEATH 6-15-71 FILE NO. 63-71-676 (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _ _JW~AS~H""I:::N~G.!..,T"'-!O:!.!Nll!.._ ______ _ 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 i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: ---=F'--'e=-=b=r--=u=ar=-yoL-..:8::c.:,L.....:01"-'97'-'-""2--/!k._,;,._.,__. l2~:f:1 INHERITANCE TAX APPR ISER REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) VALUE AS REPORTED VALUE AS APPRAISED $ $--------~--- Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or NONE 13,175 94 annuities .................. , $--------+--- ESTATE TAX ASSESSMENTS $ ______ .......__ NONE 13,175 94 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% Tax on $ ----------+---("6%') 0 · Tax on $ ----------+--~ Tax on $ ---------+--Taxon$ ________ --+--10% 15% $ ___________ -4---- $ __________ -4---- $-------------4---- $ ___________ -+---- $ ___________ -4---- VALUE AS REAPPRAISED $ ______________ ~ __ Exemptions=======~F== Total Estate _______ ~-- TOTAL TAX * $------------~---- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from -----to ------- $======!== $-----------+--- $========= AMOUNT OF ESTATE TAX ASSESSED $--------+--- Estate tax paid $ _____ ____. __ BALANCE DUE Add interest at rate of 6% from $ _________ ____. __ __ ----------~10------$-----------4---- 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 Administration ~ No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF . E:LIMB:E:TJ:I TAYWR a,/~/a. Deceased Late of .... PROSPERITY .. -····· ············ . County of . WASHINGTON . . Commonwealth of Pennsylvania REPORT AND APPRAISAL . ' I Funn RCC-2 ~ DEPAJt!ME~!T OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 77 12 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT 1~HERITANCE TAX APPRAISEMENT DATE . .f..~p!J~.r:Y. ..... $., ...... +.9'J.? ............... .. COUNTY .. Y'JA§.~Q~9..~ ................................ . FILE NO. .. .. ...f/J.:::-:..7.'J.,~Q7.Q ............................ .. Whereas, ................................ ~.J..~:?.~.r.~t ... r.A"!:.¥.2~ ..... ?:./~/?:. ....................................... late of ........................ ~~-~r.~~~~ ................................................. .. in the County of ................................. WAS.Hl.NG.T..ON ..................................................................... Commonwealth of Pennsylvania, having died on the ............................... l..5..t.h .................................................... day of ..................... ~:tl.P..~ ............................................. 19.7.~ ..... seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................ P.O.M.+.NIG .... R.~ ..... P.~@..+.A ........................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of Aaset PEROSNAL: Unit Values $ Appraisement Made for Inheritance Tax Purposes SEE COPY OF SCHEDULE 11B11 ATTACHED TO APPRAISEMENT 11.175 191... Having been duly sworn according to _law, I do hereby certify that the above appraisement is made in con- formity with law on this .............. ~~ .. day of ....... '(][ ............ ~~4........ .................... . ... 19 22._ , ~~ ...... ./.<-...-. .. ~ ....................................................... . Appraiser (Number and Street) ....................... ~o-J.~ .. . ......................... , Penna. 'V'lASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ................. ~:I:ZfiJ.3E.:'rli. ':I:'AXLO.R .... a/k/a .................. . Deceased. Late of ffl9$PJ!R. +.:r.X...... . .................................................... . Date of Death, ................. 6~J.5.":":":7l ..................................... . Appraisemei!t Docket Vol., .......... 3.8 ................................. . Page, ),$.~~ .. ? ................ No. 63~7.l.~.67.6 ............... .. Filed in Register's Office, .... f.?P..,., .... $. .......... 19.7.2 .. Amount of tax due, $ ................................................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement; Appeo.l f1'om Appraisement, Entered and charged, ' . "' "~ , I