HomeMy WebLinkAboutOC1971-0741 - ESTATE OF SIMMONSOIOmmOl11Utaltq of ,rl1115!}lUal1ia,}
lIa5q1ugtou QIOltutg,55.
K~OW ALL ME::--J BY THESE PRESENTS:Whereas,at Washington,In the County aforesaid
j
on the 19t.h day of July 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 the Commonwealth of Pennsylvania,
the last Will and Testament of
late of Union TOl-rnship,in the County aforesaid,deceased,
(a true copy whereof lS to these presents annexed),was duly admitted to probate;and
J 0 H N S I M M 0 N S-...;;.......;.~;.-;;.;.-.--_.----~~._.~,
the Executor In said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
~OW,THEREFORE,I,Russell Harino ,Register as aforesaid,do
grant these LETTERS TESTi\~m0JTARY,unto t he said
J 0 H N S I M M 0 N S-..:....-::.......;..;;....~---_.__...._._.....:::J_~
committing unto him t he 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 ()ffice,at Washington,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 provision~of the laws of this
Commonwealth relating to inheritance taxes.
I:"J TESTIMO::--JY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this n i net e e nth
Julydayof
nine hundred and s e
in the year of our Lord one thousand ;1
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I,MARY McQUISTON SIMMONS,of Union Township,washington
County,Pennsylvania,being of sound and disposing mind and memory,
do hereby make,publish and declare this to be my Last Will and
Testament hereby revoking any and all Wills heretofore made by me.
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,FIRST:I direct that all of my just debts and
funeral expenses be paid as soon as may be conveniently done after
my decease.
SECOND:I give and bequeath all of the money which I
have in any banks whatsoever,equally to my son,William Simmons,
and my daughter,Rhoda Simmons,share and share alike.
THIRD:I give and bequeath my quilts,bedding and all
coverlets,to my daughter,Rhoda Simmons.
FOURTH:I give and devise what interest I have in the•
farm where I live,equally to my eight children,share and share
alike.
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FIFTH:I hereby nominate,constitute and appoint my
son,JOHN SIMMONS,to be the Executor of this my Last will and
Testament,to serve without bond.
IN WITNESS WHEREOF,I have hereunto set my hand and seal
this 30/;,4
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Signed,sealed,published and declared by the said
MARY McQUISTON SIMMONS to be her Last Will and Testament~in our
presence,who at her request and in her presence and in the presence
of each other,we believing her to be of a sound and disposing mind
1969.
~j ()(J ~(JJcV7t 6Jt/31/t;ke!Ja
Address /S /~
and memory,have hereunto subscribed our names as witnesses,this
'3 0 day of r~14ULJ~
~(jJ~Name .
•
6 J-7/-7tJ/
l\ffi~auit OOf tExrrutnr ®r A~miui!ltratnr J
1.An inventory must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COpy
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
~tate of 'euusyluauia }
C!touuty of lIas4iugtou ss:
Personally before me,the undersigned authority,a ..~~:t::~EY R~J:?~~_S:_in and for said
County and State,appeared ~2~~!~9.~.~_:.__.__ _who,being duly
sworn according to law,deposes and says that he is the executor ~of the es-
tate of ~N~:¥~~.Q!!,;J;.$.~Q~_..e.~.~9.~_$.deceased,that the foregoing schedules constitute a
~.'complete inventory and appraisement of the real and personal estate of ~"E¥..M.~_QJ1ls.~Q.:N ...S.J;MMONS.~~..~deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite'8 ."O":If each item of real and personal estate in the foregoing schedules are determined and stated by the
.~".~~..undersigned to be the fair value of said items as of the,date of the~.eed~ent'sdeathbased upon a
.2!~i5 just appraisement of each item made by the above ~~Executo
0Jlu i 2:~.c ..28th t'<.:I'~.e Sworn and subscnbed before me this /i)./
~.~~~~-'><'.-day~.June ~72 }~..:=:::U-l ~..;,,....Executor-Administrator
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~<Il II:~.~~ADDITIONAL INSTRUCTIONS
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:1Iuueutl111J aub 1\.ppraisemeut ~f the goods _and chattels,rights and credits which
were of .M?\RX..M:9.QVJ.$.'r9.~~~.~9.~.~late of y.~.~9.~~9.~P.:~.~.~J?...
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS
PERSONAL PROPERTY:
Western pennsylvania National Bank,Finleyville Office,
savings Account No.005-000214-6 $2,474.~9
REAL ESTATE:
CENTS
ALL that certain piece or parcel of land located in
Union Township,Washington County,pennsylvania,being
a 75 acre farm upon which is erected a two-story frame
house,barn and other farm buildings.
PERSONALTY:
REALTY:
TOTAL INVENTORY:
$30,000.00
$2,47~.49
30,000.00
$32,47fi.49
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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 ..~.Q:t;:..h.....__..
day of __._.:T.~_D:~___19...2.?.,~'.-
............_--~___.
RGWEME EBEUNG.Notary Ploib
My Commission Expires February 8,197::1
Washing-.on,Washington County,Penna.
.__1~~_~.___.___._.__.__.__..~~'~-{~ons
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 Statute and Rule of Cour,as evidence by proofs
thereof filed to No.-.---4..3::-1d--:.3.3.------------..
Witness my hand and official seal thiS_._~g.H....____•
19_1~.
~...our.--~--;----~.....-------------..
Register of Wills
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~ril 5:Eo<~,-0::8i 00Eo<RUSSELL .'.'~"'OUl00,Z !,,;'"t\11'"
ril H,0 REGISTER OF WILLS::>i ~~!()l,VASHINGTON CO.•PA.u'H~:00"9i l>ii zp::,::r:~!0
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The Court is respectfully requested to determine
Qroger distribution in this estate.BL OM,BLOOM,ROSENBERG &BLOOM
By ~/c4 ~/Jkf
Counsel for Accountant 1 .1
FIRST AND FINAL ACCOUNT
OF JOHN SIMMONS,EXECUTOR OF THE ESTATE
OF MARY McQUISTON SIMMONS,DECID.
The Accountant is charged with the following:
.................................................................
As Per Inventory and Appraisement •...•...•.....••.....$32,474.49
TOTAL ASSETS OF THE ESTATE ...........•........•....•.•$32,474.49
TOTAL CREDITS CLAIMED BY THE ACCOUNTANT .•...........••5,954.31
BALANCE FOR DISTRIBUTION..•.•...•.....•.••.•.....•...•$26,520.18
Balance for distribution consists only of real estate.
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The Accountant is credited with the following:
.................................................................
Thomas L.wilfong,M.D.Last Illness 15.00
N.Merle Vanderslice,Tax COL 1971 Road Tax
Malcolm L.Morgan,Co.Treas.1971 County Tax
28.72
74.98
Register of Wills Letters Testamentary 19.50
walter L.Kennedy Funeral Home Funeral Expenses 1,174.25
Home Spun News
washington County Reports
Advertising
Advertising
14.00
14.00
N.Merle Vanderslice,Tax Col.1971 School Tax
N.Merle Vanderslice,Tax Col.1972 Road Tax
Malcolm L.Morgan,Co.Treas.1972 County Tax
236.36
30.08
74.98
Register of Wills
Register of Wills
Notary Public
John Simmons
Bloom,Bloom,Rosenberg
&Bloom
Register of Wills
Short Certificate
Filing Inventory
Four acknowledgements
Executor's commission
Attorneys'Fee
Filing Account
1.00
4.00
4.00
1,623.72
1,623.72
16.00
I
TOTAL AMOUNT CLAIMED BY THE ACCOUNTANT $4,954.31
,payment made on Pennsylvania Transfer
Inheritance ~ax on June 28,1972,$1,000.00 1,000.00
TOTAL AMOUNT CLAIMED BY THE ACCOUNTANT $5,954.31
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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 official 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:
Estate Notices
The Register of Wiills 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.
•••••••••• • • • ••••
SI,MMONS.MARY McQiJISTON.Dec·d.I
Ji,ate of Union Township.Washing-ton County.Penna.
Executor:John Simmons,R.D.#1Finleyville.Pcnna •
Attorneys:Bloom,'Bloom.Rosenberg
&Bloom..200 Washington TrustBuilding.Washington.Penna.15301
.........................J..u..l..y,2.9.f t.9.1.1....
........................AU.gu.S.t .5.f .l.~..l.9.Z.L ..
that the affiant or the corpora,tion in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the
allegations of this affidavit as to the /)"ce and ~haracter of the publication~~:~md.~~~:~~L/
....l.2J:h day of ,8,Y9.Y.S..t ,19 1.J...,.jk--'~~l-+d-~~*'P,§,;J
JOSEPHINE T.SCIAMANNA
Notary Public,Washington.Washington Co.
My Commission Expirc§)JJly J.J~14
--_.--•
ESTATE .OF MARY McQUISTON SIMMONS deceased
late of UNION TOWNSHIP,WASHINGTON COUNTY,
PE~~~~~"
Letters TESTAMENT ARY upon the above estate
havi~g been granted to the undersigned,all persons
'.'having claims against the estate are requested to makerknownthesametotheundersigned'orhis attorney and
;all persons indebted to the decedent are requested to
_.make payment to the undersigned Without delay.
JOHN SiMMONS,R.D.1,Finleyville,Penn.sYIVtlnla
BLOOM,BLOOM,ROSENBERG AND BLOOM
Attorney
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AFFIDAVIT OF PUBLICATION
Before me,a Notary Public,
personally appeared HJ!Z",'f/J?/l/Y .L>.
E?~/fd/:Tr who being duly»
sworn,deposes and says that he is the
authorized agent of HOME SPUN NEWS,a
weekly newspaper of general circulation ~
published at Finleyville,County of
Washington,Pennsylvania,and that the
notice attached hereto was published
in the regular issue of said paper of
July 28,1971
August 4,1971
August 11,1971
and further that the affiant is not
interested in the sUbject matter of
the said advertisement;that all of
the allegations of this statement as
to time,place and character of
publication are true.
~~4f,/l-,&-<-#
me
'j'Y:~~~L--/--'1971.
My commiss~,J?1fiP.,h.J;;@!l%N,.HJ£ITlee 01"iHE PEACE
15TH M'AGISTERIAL.DIST.WASH.CO••PA."
MY COMMISSION EXPIRES
FIRST MONDAY IN JAN.1978,.
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Jtttttsylttttttitt <Orp~ttttS 9 Qtnurt iinisintt
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ESTATE OF No.63-71-741
Mary McQuiston Simmons,
Deceased
Inthematterofthe First and Final
Account of John Simmons,Exr.
ADJUDICATION AND DECREE
.Ij.-/-hAnnowJanuaryQ2.:::::::,19~,this matter came on for hearing,
audit and distribution of this session and testimony taken;and thereupon,upon due consideration
thereof of t~4b~~~cg3for distribution in the hands of the Accountant is determined to be
$,.and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto,be filed
sec.reg.or an appeal be taken herefrom sec.leg.
.~~.
SCHEDULE OF DISTRIBUTION
,$1,733.55
Balance per account,.1
Additional Credits -Audit
Balance:1
Deduct Clerk's Costs &Receipts,&_A_d_v_e_r_t_i_s_i_n=.g 1
Attorney B_1_0_o_m--,-,,---B_lo_o_m_,<-.::.R::.c:o-,,,s_e_nb_e~r:.>g",-=&::.....=B..::.l.:;..oo~m:::'-1
Register of Wills -Certification of Real Estate
Recorder of Deeds -Recording certification of real
estate
Cbntribution by heirs to maintain real estate in kind
$26.520.18
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John Simmons,Oliver P.Simmons,Samuel Simmons,Rhoda
Mae Simmons,William R.Simmons,Robert Simmons,Richard
Simmons and George Simmons,each an undivided 1/8
interest in real estate in kind at appraised value as
certified herein 30 000 00,.NO BALANCE
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IN THE
COURT OF COMMON PLEAS OF WASHINGTON COUNTY,
.PENNSYLVANIA
ORPHANS'COURT DIVISION
*******************************************
IN RE:
.'.,ESTATE OF:
'-.~'~·.MARY·McQUISTON'SIMMONS,
DECEASED.
)
(
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(
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(
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No.63-71-741
·In The Matter Of The
FIRST AND FINAL ACCOUNT
"OF 'JOHN SIMMONS,EXECUTOR
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'1.' .
ADJUDICATION AND DECREE
And
SCHEDULE OF DISTRIBUTION
Dated
c.,,,;..
Filed
c·..
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,Including
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the
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Following,
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REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF DEEDS
OF WASHINGTON COUNTY BY THE CLERK OF THE
ORPHANS'COURT DIVISION
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MARY McQUISTON SIMMONS,Devisor,to JOHN SI~~ONS,OLIVER P.
SIMMONS,SAMUEL SIMMONS,RHODA MAY SIMMONS,WILLIAM R.SIMMONS,ROBERT
SIMMONS,RICHARD SIMMONS and GEORGE SI~~ONS,Devisees,all the right,
ti~le and interest of the Devisor,in and to:
".ALL that certain tract of land situate in Union Township,Wash-
ington County,Pennsylvania,bounded and described as follows:
"',.;
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BEGINNING at a point in the intersection of Pa.Route 88 and
..,
Cardox Road,being Township Road 755,the said point of beginning
.,_'If-~
being the Southwestern corner of the property herein described;thence
from said point of beginning in.Pa.Route 88,North 57°18'01"west,
548-.14 feet to a point;thence in said Pa.Route 88,.North 68°38'01"
West,165.25 feet to a point on the Southerly side of said Pa.Route
,....
88;thence along lands now or formerly of John A.Trax and lands now
•
or formerly of Trax Farms,Inc.,North 15°06!59"East,359.70 feet to
a pipe;thence along lands of Trax Farms,Inc.,North!9°37 '01"East,'.
].4:.6i'Jfeeti·:to'')a)sy<t:~more;thence.continuing along same North 1°'12',59".'.
'f'·
"......'East,938.04 feet to a stone;thence along lands now or'formerly of
William A..Krall,North 20°54'28"West,5l4~05 feet to a post;thence
continuing along same North 70°15'50"Eas·t,595.72 feet to a stone;
thence along lands now or formerly of Catherine L.Latorre and lands
now or former'ly of Robert F.Golightey,North 58°52'44"East,·865.49
feet to a stone;thence along lands now or formerly of Rohert F.Go-
lightey,North 84°10'17"East,682.87 feet to a post;thence along
lands now or formerly of Kingswood Joint venture,South 50°44'43"East,
763.96 feet to a point in Cardox Road;thence in said Cardox Road,South
._---.~--~~------~--~~_.~------~~~.."..----._-,-,-~---~---~~.;-,;......:"~-~:;:
,.
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50°32 1 52"west,533.39 feet to a point in Cardox Road:thence along
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.;,.
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lands now or 'formerly of James P.Devine,North 52°05 1 10"west,330.00
feet to a post:thence along lands now or formerly of James P.Devine
and lands now or formerly of William D.Hogg,South 41°25'07"West,
259.99 feet to an iron pipe:thence along lands now or formerly of H.
Edward Vero~'North 50°08'27'"West,234.40 feet to a post:thence along
"lands now or 'formerly of H.Edward Vero,lands now.or formerly of Rhoda
"",'.,:\
Mae Simmons,lands now or formerly of George R.Simmons and lands now
" .i)\or formerly 'of Richard Simmons,South 15°;",,15 1 00"West,1,638.21 feet
to'a point in the intersection of Pa.Route 88 and Cardox Road,the,
.',~.'"..',...~,,.'.'..'.
place of b~ginning.~ontainirig76.692 acres.This ,description is drawn
in accordanc~with the survey of Englehardt-Power &Assoc.,Inc.,
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,~-~_._--~------------~-----~._----_._._---.-.--~------.--.-.-----.----.~----~.-..-...,.-----.-.---.a IIIiIIIIIIIllfI'S
IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
No.63-71-741
----
IN RE:
ESTATE OF:
MARY McQUISTON SIMMON"-ll,
DECEASED.
=======-==""::::.:----.------;
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PAY TRANSCRIPT
--_.
L.AW OFF,CES
BLOOM,BLOOM,ROSENBERG &BLOOM
WASHiNGTON TRUST BUlL-DING
WASHINGTON,PENNSYLVANIA
,
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:)
)
ESTATE OF:)
)
MARY McQUISTON SIMMONS,)No.63-71-741
)
DECEASED.)
PAY TRANSCRIPT
The undersigned hereby acknowledge to have received of
JOHN SIMMONS,Executor of the Estate of Mary McQuiston Simmons,
Deceased,payment in full in accordance with the Schedule of
Distribution dated January 24,1975.
Russell Marino,Clerk
costs,Receipts &Advertising $
Russell Marino,Register
certification of Real Estate
Olga o.Woodward,Recorder
Recording Certification of
Real Estate
55.00
4.00
11.50
Russell Marino,Clerk
Russell Marino,Regist r
Olga o.Woodward,
Recorder
John Simmons,Oliver P.Simmons,
Samuel Simmons,Rhoda Mae Simmons,
William R.Simmons,Robert Simmons,
Richard Simmons and George Simmons,
each an undivided 1/8 interest in
real estate in kind appraised value
as certified in Schedule of
Distribution $30,000.00
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
T..tat.Form j
No .?~.~~.~~~.?~.
Fiduciary _'!.9~~..~~~9.~.$.~~.~~g~9.:R .
Deceased
Date of Date of
Decedent's death M~y..17.,J~.7.J.Grant of Letters !I.lJJ..y...J..~.I l~:z.l .
This is the f.J.R~.~..l\:[I?..Jf.~~:k\~account fired,in this estate
If there have been former accounts filed,in .this estate,list file number or number and term ~9~~~.
•'.•.'••-.-•'.• 1 •••'..':...">'.,
Efectiol1 to take
Under or Against will.(cross out one)
Date Election Place of;
Filed N.QNE_Record NONE _ .
Name of surviving spouse NQJ1~_ _..______..__..____.____..
List issue,where material:
Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate)
~No,If answer yes,name them Ngp.E?___..__.__..
.............................___-___----_..-_--.---_-_.__.._---_-_.._-.-____.._--_.::.:-_--.
Leg,atees
JOHNSSIMMONS
OLIVER P.SIMMONS
SAMUEL SIMMONS
RHODA MAYS IMMONS
WILLIAM R.SIMMONS
ROBERT SIMMONS
RICHARD SIMMONS
GEORGE SIMMONS
Relationship
Son
Son
Son
Daughter
Son
Son
Son
Son
Interest
1/8th
1/8th
1/8th
1/8th
1/8th
1/8th
1/8th
1/8th
Fiduciary,if deceased or not sui juris
List,if exceptions to above:
None
Adeemed:Revoked:Lapsed:Abate'd:Give Couse:
If pC!rtial intestacy,give facts:None
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.D4X
If any exception give cause:.NQNE .
File copy of Notice
ond date of mailing Au.gu.s.t 2.9.,J.9.7.2.:.,.
I,
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Is estate subject to the Jiling..of.a Federal Estqte Tax Return?~~.,
Actual payment made on P.~nnsylvania TranSfer Inheritance Tax.Amount $....J..£.QQ.Q.•..9.Q...Qn....J.JJnS!...;?a..I J..~.72
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant..~<?!?~.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog-ether with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
NONE
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
NONE'
Balance for distribution per account,
Itemize any additional debits not shown by account:
Total additional debits (Add)$.
Itemize any additional credits not shown by account:
N.Merle Vanderslice,Tax Collector,
1972 School Tax $257.84
$?9.J..?~.9..•.J.?.
Total additional credits (Subtract):
Balance for distribution
$?~.?.~.~.1 .
$.?§.~.?§.?,~}~.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Balance for distribution consist of real estate appraised at $30,000.00",..
,",.
The legatees have all :paid
estate I s expenses so,as to
or any encumbrances.
·1
~~
into the estate their proportionate share of the
receive the real estate in kind free and clear..\
"."
If Family Exemption claimed by Petition,give place of Record:MgJ.l.~.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:~~!.1.~.
List any advancement or distribution on account that has been made,and nature and amount of same:
NONE
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:.
Johh Simmons l/Sth undivided interest in real estate
Oliver l'~Sirrimons '.,l/Sth undivided interest in real estate
Samuel Simmon~l/Sth undivided interest in real estate
Rhoda May Simmons.l/Sth undivided interest in real estate
William R.Simmons l/Sth undivided interest in real estate
Robert Simmons l/Sth undivided interest in real estate
Richard Simmons l/Sth undivided interest in real estate
George Simmons l/Sth undivided interest in real estate
Description of real estate is attached hereto.
Survey of the property is presently being made and the same will not be
completed before the audit of this estate.The Court should not hand down
its Adjudication and Decree until the survey is completed and presented to
the Court.
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly ~.~~E!.1.doth depose and say
that the facts set forth in the foregoing petition are true
to the best of hi.s knowledge and belief.
...........?~E!!to and subscribed before
me th is_-__8:th__-__day aL;l:.tf!!OOf!-+.----_j-;1:__J;?
Signature of Officer ~~
Title of Officer ~.?~.~~Y...~.~e.~~~.
Office expires ?d:r ~.1....?~.
And your petitioner will ever pray,etc.
x.--~d~-----------------------------
No.741 of 1971
~,
,j
I'
I
~:."
Estate oL....Ml\R.Xc.M~Q.'QtS.'XQt'I..~$.JMM.Q:N.~,
"'
DECE·AS~l?P.·~·'··';·········D·~~~~~~d_··.............._-.-_-;_......
\,...
Fiduciary ~Q£WL.$.;IJ1MQ:N~.,.::.._...
<c.
".
f'EXECUTOR ~.
___.____..w ___",__.
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WI'LL
Counsel of FidLiCia'ry will·submit herewith the
following,in conformity.with Court Rqles
adopted effective .,December ~,1951,being
rule No.9:p.arqg raph .b-c;'and .divisions
thereof:shown on 'pages 23-24...:..'
1.Written p~a'e~ip~s ';f'dU't:~u~s'el in 'the
",.case.,
2.Copy of Qrderappoin~ing.Guardian ad
litem,if pe,!,inent...: .'
3.Copy of Oi-derappointing'T'r'ustee ad
litem,if pertinent.'.
4.Proof of se.ryil:e .C?.f ~bov~,'......
5.Letters Te?torne.ntary.or.Adrn!r'istration
C.T.A.or on attest copy.of Wi II.
6.Copy of inventory-qnd appraisement.
7.Proof of ad~ertisement':~t'grant'of letters
if not filed with acc'oimt.. ..
8.Certificate'of.liens ·in ca:se al")y of the
funds for distribution are fror:i)judicial
sale of realestat~.
9.Signed and·itemized "elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
..~~~~~.'.._.~~.~~~!..__~~.~~~~~~~.._~~~~M
Attorney
~2 I,j "-
.1
.,SUPPLEMENTAL
PETITION SUR AUDIT.
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
'fOllllllll Form
Estate of f'@.RX ~s.Q!!.~.§T.QN §.I~QN.$..
Deceased
No 7.1.~2J~..J..~?J .
Fiduciory.!.:..~r(;m:~..~.IJm19.W.1?,§!5:§~g::r.9.R .
Date of Date of
Decedent's death•........~~.Y.!Z.~J~ZJ Grant of Letters .J.~J.Y...J.~/J.~.?J .
This is the f.E~§.'E..~.~f..~.~~.~occount filed 'in this estate
...>,).-'..J.-J •NONE'JVIftherehovebeenformeraccountsfiledinthis'estate,list file number or number and term .
,..................................................................................................................................................................................................
Election to toke
Under or Against will.(cross out one)
Dote Election Piace of;
Filed ~9~~Record ~g~~.:.
RICHARD SIMMONS
GEORGE SIMMONS
Name of surviving spouse ~9.~.~:.
List issue,where material:
JOHN SIMMONS
OLIVER P•.SIMMONS
SAMUEL SIMMONS
RHODA MAE SIMMONS
WILLIAM R.SIMMONS
ROBERT SIMMONS
Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate)
•NONE .X'JG.No.If answer yes,name them :..
Legatees Relationship Interest Fiduciary,If deceased or not sui juris
JOHN SIMMONS SON l/Sth SUI JURIS
OLIVER P.SIMMONS SON l/Sth SUI JURIS
SAMUEL SIMMONS ·SON l/Sth SUI JURIS
RHODA MAE SIMMONS DAUGHTER l/Sth SUI JURIS
WILLIAM R.SIMMONS SON l/Sth SUI JURIS
ROBERT SIMMONS SON 1/8th SUI JURIS
RICHARD SIMMONS SON l/Sth SUI JURIS
GEORGE SIMMONS .SON l/Sth SUI JURIS
List,if ~~~eptions to above:
NONE
If partial intestacy,give facts:
Adeemed:
NONE
Revoked:lapsed:Abated:Give Couse:
Notice to interested parties.Have all parties,having either vested or contingent interests and all credio-rs entitled
to notice (COlHt Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing ·of the n<:co.unt
and of call of audit?Yes,M~
If any exception give cousc:......NQ~~................................
File copy of Notice ...'~.v r .
and date of.n'Qiling ~~g~.~:t ~.~/*.~.7.~~..~\.
(I.)
•~_....;-......•-1":~..............."...,__~_.~.....:.~-.f--.-.....;_~.......F.~.~........_~_....,,'_.....-;V'~'"#'_~.~,.--......_K~-<;,~_"-_'_.'.--\.01.'•.:t~.........."1 •.~.~.~~.....-.._~_·.-...,-....-,r............",.......~.,
"'
(7,-)
Is cstote subject to the filing of a Federal Estate Tax Return?,.~~:.•
. .$1,000~00 on 6/28/1972
Actuctl payment mode on Pennsylvania Transfer Inher)t'once Tax.Amount $....$.§.7}.~.?~...~.l)...~!*~!.*.~}.~.....:...
If lhe Will makes ony portion of estate subject to a life·estate,give nome and birth date of life tenont....~9.~!':.......•.
Give Names ond addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they arc admit~ed 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
I "
.}
Balance for distribution ~AUDIT PETITION FILED 9/15/72
Itemize any additional debits not shown by account:
None
~-
J..
1
$..~§.!.~.?~.:.?~.
.1.1Total additional debits (Add)
Itemize a"ny additional credits not shown by account:
Englefiarqt~Pbwer &Assoc.,Survey of farm
Russell Marino,Agent
Balance of Pennsylvania Transfer Inheritance
.Tax
Total additional credits (Subtract)
Balance for distribution
$..~<?~.l?...................•..••
$802.00
$673.71
•.:""'")0,"$.;,l:~41;i;..7.l .
$..?1.t.Z.f?~~??'.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Balance for distribution consist of real estate appraised at $30,000.00
, I ••L
~,
,
."J ~..
1
...
(3)
If Family Exemption claimed by Petition,give place of Record:f:iJ:~E.~.
If Family Exemption is claimed at aU~it,give name,relationship and basis for Claim:.:N9.1}~.
List any advancement or distribution on account that has been made,and nature and amount of same:
None
Suggested disfribution 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:
I
~he heirs of the decedegt herein advanced moneys to
pay the estate expenses in order to maintain the'·
real estate in kind.Tqe total amount advanced was
John Simmons,Son,l/Sth undivided interest in real
estate
Oliver P.Simmons,Son,l/Sth undivided interest in
real estate
~-.
Samuel'"Simmons,Son,l!Sth undivided interest in
real estate
Rhoda Mae Simmons,Daughter,l/Sth undivided interest
in real estate
william R.Simmons,Son,l/Sth undivided interest in
real estate
Robert Simmons,Son,l/Sth undivided interest in
real estate
Richard Simmons,Son,l/Sth undivided interest in
real estate
George Simmons,Son,l/Sth undivided interest in
real estate
COUNTY OF WASHINGTON,55:
COMMONWEALTH OF PENNSYLVANIA.
$5~213.37
$3,750.00
$3,750.00
$3,750.00
$3,750.00
$..3,750.00
$3,750.00
$3,750.00
$3,750.00
The above named Fiduciary or representative thereof,
being d·Cly·_~~c::?~.I}_doth depose and say
that the facts set forth in the foregoing petition are true
to the best of hJ~knowlcdge and belief.
.......................S:o/.QJ:!l to and subscribed before
Si.9noturc o~Officcr.X ~,:.
Tltlc of OfflCcr f:~~~r ~.
Office expi res :1--0};.f:,..!.J...1.."1...
.And your petitioner will ever pray,etc.
..~..~~.
._,:.
..,
p."',!-'.
I
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_.,.--.....•~'~:"_4_·.~.._."""'--._'"._-.•.:"'-..-:...._.•..:.__::..;:.-._...-.......,.....-:.:~..:.._._~-_..=~::"_:--~"'.':"::":::"":--~~'::~'..:.---::'.:.:=:=._.:,.::"-".-_._--.:::::..:..:::=.=~:":":.~--=-=...--~_......::::==.=--:::;.::-~.:=-:-_:..:,,:...;.::....e-..._.::-~_,._.._.__.~;.~~,__..;.....;,-.~~~~=;;;:;;;:;:=~•
.,J.
••
No.63-71-741 1..
Estate of.•..Ml?.E¥...M9.QgJ.§1'.Q~L§J.~.QN.~.,
..I?~s:~~.~~.J?:(".
Deceased c
FidLlciary JOHN S IMMON:S,EXECUTOR...........................-::.
SUPPLEMENTAL
PETIT!ON SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
~-+-\.../
•
c
c
(
(
v-
'-
(.
(c
eiections if'-any
((
Copy or Federal Estate Tax return 11 es-
tate is subject thereto.
-Counsel of Fiduciary will submit herewith the
following,in con fo(:m i ty with Court Rules
odopted effecti'.'e.December 3,1951,being
rule'No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes ,of all Counsel in the
case.
2.Copy of order appointing Guardian ad
iitem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of servke 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.Certifir:ate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized
distribution in kind,~
10.
.~.~9.'?~.~...~~?9~!....~~.~~~~~~~...~..~~9gM
Attorney...m..·2
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN
ORPHANS I COURT DIVISION
j
MARY McQUISTON SIMMONS,
(
)
(
)No.741 of 1971
(
)
(
HEARING ON AUDIT
Friday,September 15,1972,at 10:00 A.M.,EDS
BLOOM,BLOOM,ROSENBERG &BLOOM,Esqs.
of Washington,Pa.,representing the Accountant.
The Honorable ALEXANDER R.CURRAN,J.,
Specially Presiding.
Estate of
INRE:
.:u~APPEARANCES:~c
oJ~
~C:J.,
J:~TIME:(II
~Deceased.
z~>oJ>-IIIZ
Z
1&1D.
io~BEFORE:z
:tIII~~
uiII:1&1I-~THE COURT:The es tate of Mary McQuiston Simmons.TheD.1&1
II:
~Executor is John Simmons and the attorney is Mr.Pizzi.:JoU
~MR.PIZZI:Your Honor,I have all the papers.The only thi g
uii:~that is missing ,is the description of the real estate ,~hich we will
supply to Mr~Hana shortly.There are no complications other tha
that in this es tate.
THE COURT:Is anybody else in Court interested in the estate
(
/
of Mary McQuiston Simmons?
(NO RESPONSE)/
.----U----------------ti
...,
!
THE COURT:We will consider the audit closed.
(AUDIT CLOSED)
2
J
)
I
0(
z0(~>-IIIZZIIIII.
io~I hereby certify that the proceedings and evidence are containedz
:t~fully and accurately in the notes taken by me on the hearing of the above:=
~caus eJO and that this copy is a correct transcript of the same.ii:IiiCi
.I0(
UCi
:)...
:tI-r-N
iiiII:IIII-~The foregoing record of the proceedings upon the hearing of the
II.IIIII:
~above cause is hereby approved and directed to'be filed.
:)oU
.I By the Court,0(
uii:I&.o
I'--~--------------"'-H/
RCC-43 (4-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTE:TO BE SUBMITTED IN TRIPLICATE
REPORTING FINANCIAL INSTITUTION
ADDRESS
OOUAR 8..'1vnrGS DANlt
ZIP CODE _
:eEOEMBER 3,1971
Pennsylvania Department of Revenue
Bureau of County Collections
Gable BUilding,3rd,Floor
411 S.Second Street
Harrisburg,Pennsylvania 17127
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act
of 1961,we herewith submit the folloWing report:
ACCOUNT NO.OF JOINT,TRUST OR
INVESTMENT DEPOSIT __-.l60Ioi!lo·,...3!So!OOlo!18iL-_
NAMES ON ACCOUNT OR
INVESTMENT MARY SIMMONS (MRS.)OR RHODA MAE SIIQDfS (MISS)
DATE OF DEATH _....!KAC!!!:!:Y--'l=.?w.L-..:!:1.::t.9L:.?1:!:.-_
DECEASED JOINT DEPOSITOR,TRUSTEE
OR INVESTOR MARY SIMHOHS
ADDRESS R.D.#1.CARDQX RD.COUNTYWASBINGfQI
---:!F:...:!·INLEY~.!:!:!:..!vn'""':!!!!!J~.E!.S.--:P!o.j1~.!--ZIP CODE ~1....5""",3,.".3,,,"2 _
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR __~RH~O~D.~~~MAE~~S~IMMON~·~·~S~____
RELATIONSHIP TO DECEDENT ~D~~~U~G~H=·eE~R~_
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED DECEMBER 30.1966
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $---=1~1~.~1.L:7(f)~,.~OO~':...-._
WTC/sak
RCC-134 (9-71.1..
COMMONWSALT,H OF PENNSYLVANIA
DEPARTMEN"tOF REVENUE
BURl<AU OF COUNTY COLLECTIONS
4NHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE
TAX APPRAISEMENT AND ASSESSMENT
OF ASSETS NOT SUBJECT
TO ADMINISTRATION
FINlliYVILIE,PENNSYLVANIA 15332
TO:RHODA MAE SIMMONS
R,D.1 CARDOX ROAD
Date::Deeemlaw 10,lnJ.
County HASHI NGTON
County File No.9-/9/-?
Bureau File No.&:J-2/-2#
We have received notice that,~~~~~~
on May 17 19-ZL,you came into ownership of certain property through .'"
transfer from 11ARY S llft-fONS I DECEASED (FINU;YVILIE)
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The property on which tax is hereby assessed consists of:Jto Savin~s Accowt #603018 held in the
DOLIAR SAVINGS BANK,PITTSBURGH OFFICE,PITTSBIffiGH,pENNsn,VAN TA •In the ~es of
Mli'S.MARY .s'iJ1MDNS OIt RHODA MAE SUll"roNS (MISS)Of)@R8Q 12-,30-".Ealanee as e:f date r£
of death $U,170000
appraised by the Commonwealth,as of the date of death,at $",]7°.00
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
If you pay the above amount within three (3)months of the
date of death of the decedent,or on or before,..,...-_
______19__,you may deduct a discount of
5%of the amount of tax due,or
335.10
$--------
RUSSEll MARINO;
(Agent for the Commonwealth)
This tax became delinquent nine (9)months after death
(one year if death occurred prior to December 22,1965
and fifteen months if death occurred on or after
December 22,1965 but prior to June 17,1971)and,in
addition to the tax,statutory interest at the rate of 6%of
the tax per annum is also due as of *19__
in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until paid
.TOTAL AMOUNT DUE $335.10
.de '/?APPRAISED BY:UL-yy:;'c&L'>~~J v..),,·~;ll>Lo~SSESSED BY:
{Inheritance Tax Appraiser)
$==============
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable ~to...To insure proper credit to your accountIIIt.I lhis Official Notice must accompany
~1VV\~ayment.Mail or bring it to:
A -1Y J3~/C!
~.c?3///?/
fiG r/3//f'£'?
AGENT FOR THE COMMONWEALTH
COURT HOUSE
WASHINGTON,PENNA.15301
{over}
-If you have already paid this tax to an executor,administrator,attorney or other personal representativ~of the
decedent for forwarding to the Commonwealth,list below the date paid,name and address of the PE;.rsoFl~whom
you made payment,their official title and the amount.
Date Paid Name and Address of Payee Official Title Amount Paid
Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
by you may qualify as deductions against the gross value of the property in the computation of tax due.If any
such expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
execute the affidavi't,and return this notice.The Register of Wills will examine the debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive an amended
assessment of tax.
THE THREE TESTS WHICH MUST BE MET ARE THAT:
1 -You were personally legally responsible for these debts,and
2-You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.•
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if required)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF:__---.;....~_~__
SS:
I,hereby certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent,,for which I
was legally responsible and which I did payout of the property herein taxed.I further certify,that to the
best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS_~_DAY OF____________19 __
REPORT OF REGISTER OF WILLS
Signature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report'that I
have allowed deductions listed above in the total amount of $•
Date of Approval:_
Register of Wi lis
Fe
DEPARTME'l\!T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17 127
COMMONWEALTH OF PENNSYLVM~IA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE p.~?~~.~.~??~~?..?.~
COUNTY ..Y.{.~~.h~.l}g~9.P.:.
FILE NO•....??:?~.=?.~~.
MARY SIMMONS FINLEYVILLEWhereas,,'late of , ,
in the County of ~~.~~.~~~.~?~:Commonwealth of Pennsylvania,having died on
the 17.th ·day of ~~19 ..?~,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,f.r.~n~~.~~~Q ,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.-.
Unit Appraisement
Description of Asset Values Made for Inheritance
Tax Purposes
JT.SAVINGS ACCOUNT #603018 held in the Dollar savings Bank,Pittsburgh $5,;25 00
Office,Pittsburgh,Pennsylvania.In the 'names of Mrs.!"!•ary SJ.mmons or
Rhoda Mae Simmons Opened 12-30-66 Balance as of date of death 11,170.00
TOTAL 5,585 00
,
form~~V:fhbl:~::l:h~w~~?9r;.i~g..to ~~~'~:;~e~~~.r..p~~~~~~~~...~~~.~~~.~~.~~pr~~.se~~.~t is m~de1~n71n_~
..........Vr.9-nG.~~.L~o.........
Appraiser.............?44.WCl,Sl1iIlgtol}...J~r~~i;,..Bldg........•
~umber and Street)I
................~.:i:~!.l.~.f.lg~~.f.l.?......:i:~.................,""...,.,Penn!
(Post Office)I
ga
.......WASHmNGTON......County
RESIDENT INHERITANCE TAX APPRAISEMENT ..
Estate of
MARY SIMMONS
Deceased.
Late of
FINIEYVIU.E
Date of Death,MAY 17.,···19.71 ·······
Appraisemel!t Docket Vol.,..38.~.
Page,..1.91~N 063.~.71""'741 ·
Filed in Register's Office,19 .
Amount of tax due,$.
.DEPARTMENT OF REVENUE
Received,
Examined and Approved,,..
Wrote abo.ut Appra.isement,.
Appeal f,.om Appraisement,..
Entered and charged,.
=
:r-
.~
'\1
j..~,"
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COllECTIONS
COUNTY OF .WASB.mG.TOI ..
Fqrm RCC-33.
RESIDENT DECEDENT
~'•.;,~..."I
,~,
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the'
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
the Inheritance and Estate Tax Act of 1961.)
and Saye
State of .......~~.#W~'Y.'~~~a: }ss:
County oft1QshiQ9tOJ),.
...~Qm.i$.~........................................................
~of the estate Of the above-named decedent being duly sworn,depose$
Eueutor
Decedent dJed (M;~th)..~yJr~:;i ...,19(y!~~'{~aVing a last will,copy of which is hereto attached.}
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
BLC.1024 BLOOM ·1\OSBNBERG Q BLOOM2otfwaehl.nTrt1stBiiildili..·····..
·W&$b:l..n9tofl:,·····P~ftJlSYlvania·-15311···········
---That as such ..~@~t:~'O;:depqnent is familiar with the affairs of said estate and the property con-
(Executor-Administrator)
Rtituting 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:-!TOne
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
That the contents of said safe deposi t box or boxes are itemized under Schedules Bone of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule A attached hereto and made part hereof sets forth fullv and in detail all the
real property in the'Common~ealthofPennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns 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,~tanding to decedent's credit in banks
of deposit,saVings banks,trust companies,or other institutions,whether indiVidually,or intrust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of saVings banks,and to the date of decedent's death
in all other cases;all bonds,postal saVings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the United.States,or any state,or political subdivision thereof,or of
any foreiin;c~~ntry,whi~h 'are'owned'at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art;household furni ture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,leftbydecedent,together with the fairly estimated
market value thereof;all bonds and mortgai!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 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 at the time of death,with the market
value thereof at such time.
~.
I •. I ..
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 th~assets and liabilities
thereof as of the date of death.The schedule also set~forth the inte;est of decedent at the time of
death in any co-partnership or business,and in support..of the value of s~~h interest t)1.ere is annexed to
said schedule,financial statements showing the assets and liabilities of sa'id co-partner~hip or business.
A copy of the'co-partnership agreement,·(if oral,,a statement setting forth the nature of the agr.eement)
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 It 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,ivithin two y~ars·(j)f decedent's
death,in contemplation of decedent's .death,or intended to take effect in possession ~~enjoyment at or
after death,said schedule sets'forth'the nature and value of such property,to whom 'trEjIlsferred,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 cOllY
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,whicl1.pas'ses at decedent's death by
virtue of the exercise by decedent,either ~ndividually,orjointly 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 th~schedule.'
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this es'tate at the time of decedent's death,the nature of their res'""
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,.if any,died prior
to decedent,the dates ()f their death:,their issue,~d 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 record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
·of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including fUneral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fUdiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of
death;taxes accrued 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","en,"E",and "F"as directed therein,
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this 30th
June 72...........................................................day of :19 ...:_..
.(Executor-Administrator).R.J)~#1
(Street Number)Plnleyvl11e,Pennsylvania.......................................................................................................................................
(City or Town and State)
NOTE:Before Signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case th~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-34 (1-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARtMENT OF REVENUE '
BUREAU OF COUNTY COLLECTIONS
,TRANSFER INHERITANCE TAX
RE~DENT DECEDENT
I •
:SCHEDULE "A"
REAL,PROPERTY
Real property in Pennsylvania,with statement of 'mortgage encumbrances upon each parcel at death of dece-
dent.Where property'h,e',ld as joint tenant or tenC!n'cy by entireties,report on Schedule "E".Property held by
the decedent as tena~t in common with another 'Elrothers:sh()uld be identified as to quantum of interest and
the estimated value should be that of the deceden-t's interest only.
The real property located Inthe:Commonwealth of Pennsylvania should be
des.crlbed by lot and block number,stree,t and street number,together wi th
a general description of the property,with a reference to the,recor,d of the
c'o'nveyance by whi,chthe d'ecedent took title;If,a fa'rm state number of',a-
cre's;also statement of mortgage encumbrances upon each 'parcel at death
"of decedent.Taxes,'aS$essmen,ts,accrued Interest o'n mortgages"etc,."are
to be listed on Schedu'le "F"andmust not be deduct,edfrom this schedule.
(1)
ASSESSED VALUI"
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3\
DE·PARTMENT
VALUATION
,CAUTION
(Do not write
In this space)
,"'
~
c,J 1 ...-"
-/,~
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
J
".R£C -35.
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
'RESIDENT DECEDENT
I •
SCHEDULE "n"
.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 or 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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fUlly VALUE MARKET VALUE (Do not write in
this space)
1 Western Permsylvania National Bank.~/1-:J/Finleyville Office,savings Account i ~JL/.7 'ffl if!NO.OOS"'OOQ214-6 $2~474.49
-~~:::p Idl ;A 'f7't/fj.c::
Insert this total opposite "Personal Property",Schedule "B"in X X
the "As Reported"column on the last page of this return.$2,474.49 ,
0(
RCC-36',.
COMMONWEALTi,OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
~RESIDENT DECEDENT
SCHEDULE "c"
TR-<\NSFETtS
(1)Dirt rtecedent,within two years ofrteath,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 rtecedent,within two years of rteath,transfer property from himself to himself and another or
others (inclurting a spouse)in joint ownership?(Answer yes or no)-.--'N_O _
(3)If the answer to (1)or (2)above is in the a.ffirmative 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 propertJ without receiving a valuable or adequate
consideration therefor which was to take effect in .posses5~loa or enj oyment at or after his death?
(Answer yes or no)__~JSr~()~··_
(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)__Jk)~.~.__
(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)!lo
(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)~~~O~._
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reservert 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)~!k)~---,_
(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 anrt others?
(Answer yes or no)__!l~O,--_
NOTE 1:The answers to these questions should be supportert 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 rtate of death,dates of transfers and to whom transferred,with
relationship of transferees to rtecedent,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 providert in Schedules A,B,or E.
ITEM DESCRIPTION MARKET VALOE
(EsUmated)
DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
--
None
•RESIDENT DECEDENT
CC~l~N~{\LiH'OF PENNSYLVANIA
THANSFEH TNHEllITi\.NCE Ti\X
J{Cl -38 ..,.I ,
,.
SCHEDULE "E"
JOINTLY OWNED PROPERTY
nSTR('CTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly
wi th 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 unit
Address and Relationship of Co-Owners,and Place I Value
of Record of Instrument,where Rea~Estate.!
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.
-
.'"
RCC-37 ('12-()3)
COMMONWEALTH 0F PENNSYYLANIA
TRANSPER INHERITANCE TAX
RESIDENT DECEDENT
..
SCHEDULE "D"
BENEFICIARIES
(
h
..
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddresses'of ~rlwho illegitimate children DECEDENT OF BENEFICIARY
ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
~stmtmlS 8m..A~0<1 Aft'ft.
~:....'!.J~!,'I a .
._.
'ft.Io.,I.'"."--
CLl\-1!8 P.SlmtOltS Son Yeo OR atto
Bodford,Oblo
1CI_.........Itt{}ftfttA
BnlUlA,OHIO ....,......,--...........,....
_.............111\.11 y ....ltt.i'W)~_If:]}.-~~••_,.---.....
n ...'.-.,.'---........
DIU,IAM..R.SJ\I ,UQB Bon Van Of t\t.tn
:;~,!.v+1 \nA Pr\..
Ill.80D llnn MAim...:¥.0:"111'.l1 On.
lUawtD S!tm03 Soa Yoo 01 Of!G
'flil"'·~ft lA h.
G!10RCm sIrmons Sott Yeo OR Altn
!.lJ.OJ....",on.,.
'.
.,.
..
".'.
.,
.
Deponent further says that all the above-named beneficiaries are living at this time except below:tlone
NAME DATE OF DEATH RESIDENCE
;\IATTER OF THE APPRAISEMENT
Will l N
Administration ~o.
DO'THE
OF THE
ESTATE OF
~
Year .
(Executor-Administrator
must complete "As
Reported"column #1.)
!
'-
0 ....,"'t:I ~......(1)(1)0 p;...~til ::l til
til til 0....,....,::l "'t:I(1)~......p;til 0:><'"p;"'t:I (1)c::r ......
~0 ~'"M (1)...
til .-+....'<p;....(1)
tlARy··tlcQ01S'lOIt·.SImons·.Deceased
Late of ..Unlon.YO'OD.ohip
County of .tlnab.1DSCoD ...
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
en
C~
~:>~..--.><:W (J')en
(')(')?"?"?"
r5 ~;;:::
-GI9-G19-*-GI9ffi-G19
~,
<'
·Vd "00 N01~N1HSVft\
SlllM jO H31SI~3U
O.N!BVfi 1.13SSnU .
9I'2 wd S2 lnr 2L.
I a 3 '"1 1.:1
=..•~..•~t1)
~~
"'~.
.~.
~
~.
:Wt!:I DO)0 :>()'!-..til"~2 ~
(j)~0-2~'·.....c ....~Q~
-*-GI9 -GI9 -GI9
\).~..--.~""--'.:>·~til.-.e:..·a t:l· :<1::~:,..,.~~C)~N
.'3~.sO 5':,)G>2..
...
AND AGENT OF THE COMMONWEALTH
Form RCC·IO
,L,1 OFFICE OF THE
REGISTER OF WILLS
OF w1i.SHINGTON COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN J
THE SUM OF $(.(1()~.'t ")'
t -1-7)
om AfC..,ji~;
Register of Wills,Age~t
ESTATE OF MARY McQUISTON SIMMONS A union TownshipLTEOF-:;._
May 17,1971DATEOFFILINGAPPRAISEMENTDATIiOFDEATH__--=:...-_~~_
Wash~ngton County Treasurer 1972 County Tax
AMOUNT
15 00
28 72
74 98
19 50
14 00
14 00
1,174 25
236 36
1 00
.-
TT4-~~
(.!tr -08)
........--
)(I XIX
4 00
4 00
1,623 72
1 623 72
16 00
CfC{flJ
/Z,5"0
REMARKS
Filing Account
Executor's commission
Four acknowledgements
Attornevs'Fee
Filing Inventory
Short Certificat e
Last Illness
NAME OF PAYEE
Notary Public
Register of Wills
N.Merle Vanderslice,Tax Col.1972 Road Tax
John Simmons
Register of Wills
Register of Wills
N.Merle Vanderslice,Tax Col.1971 School Tax
N.Merle Vanderslice,Tax C~1971 Road Tax
Thomas L.Wilfong,M.D.
Washinqton Countv Treasurer 1971 County Tax
Reqister of Wills Letters Testamentry
Home Spun News Advertising
Washington County Reports Advertising
Walter L.Kennedy Funeral Funeral Expenses
BLOOM,BLOOM,ROSENBERG &
'RT.()()M'~
NO.OF
VOUCH';"
1 -8-7
5-31-7
...t,,,·
DATE
8-18-7
8-24-7
8-24-7
7-9-71
7-1-71
5-31-7
8-18-7
6-21-7
6-30-7
v
TOTAL:
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
JOHN SIMMONS
I,-----:--~~-7.,---~----------------HEREBYCERTIFY,THAT.TO THE BEOT OF
~y KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF MARY McOUISTON SIMMONS DECEAOED,AS DEDUCTIONli FOR
INHERITANCE TAX PURPOSES.Wtb.~o~(L.5.)
SWO~N AND 'i!JUBSCR~IBDBEFOREME THIS 30th DAY Of'(jfi;hn Slmmons,ExecutorJune"~I'~~--
llC'ivHH:.EBalNG,Notary Public
My C.orr.rr.is:ion Expires F.ebruary 3,1973
Washington,Washil'!gten Coullty.Penna.
------
I I
if '.'('~':w ~~o\"l:·~..~~"'~7.i':form RC C·lO t'-4 ;-.7/-DEDUCTIONS ALLOWED IN
",'L(fO(PrZ,~-I·',..'I OFFICE OF THE STATEMENT OF DEBTS~)',.1 THE SUM OF .......,....$""""""""",""""""""''''''''''''''''''
~/REGISTER OF WILLS 7[::°AA ~j£1::=7""PI;O,.~liSHINGTON I AND DEDUCTIONS..DATECOUNTY
I·.,.;-·AND AGENT OF THE COMMONWEALTH ·v _vV'~"....
j Register of Willi,Agent
ESTATE OF MARY McQUISTON SIMMONS LATE OF Union Township
\;May 17,1971DATEOFFILINGAPPRAISEMENTDATEOFDEATH
DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH""
I'5-31-7 Thomas L.Wilfong,M.D.Last Illness 15 00
I'6-30-7 N.Merle Vanderslice,Tax Cb1.1971 Road Tax 28 72
7·1-71 Washinaton County Treasurer 1971 County Tax 74 98
7-9-71 Reqister of Wills Letters Testamentry 19 50
8-18-7 Home Spun News Advertising 14 00
8-18-7 Washington County Reports Advertising 14 00
8-24-7 Walter L.Kennedy Funeral Funeral Expenses 1,174 25
8-24-7 N.Merle Vanderslice,Tax CPt 1971 School Tax ;236 36
1 -8-7 Register of Wills Short Certificat e ;1 00...
5-31-7 Washington County Treasurer 1972 County Tax (f4 ~8)
6-21-7 N.Merle Vanderslice,Tax C01.1972 Road Tax (30 OV
~1.;,-·;~~liioo~llL X~
Register of Wills Filing Inventory 4 00
Notary Public Four acknowledgements 4 00
John Simmons Executor's commission 1;623 72
BLOOM,BLOOM,ROSENBE.RG &
'RT.()()M Attornevs'Fee 1'.623 72
Register of Wills Filing Account 16 00 I
I~A'~J;>t .',~I/t (..,.
:
f)J f)I -r~A ,·YZr·ISf)\.A..../WA.~(It ~A "..":
V I
'.,.;,:'.:..,
""'.I:·t,1I
i
"
'1 -..",
;."'-..
""/'"
'.,'..,"
,
".i ~..._~.'\;',',,'";<.'~;,"
".',
'.lfuI'.Ot::A InTOTAL:
COMMONWEAl..TH OF PENNSYLVANIA ,}sa:,
WASHINGTON '.
..'COUNTY OF .,.
SIMMONS .:..~i~..;..:"
.I,JOHN
HEREBY CERTIFY,T"AT.TO TH'If,BEGT OF
.~MY I<NOWU;DGE AND DELIEF.THE FOREGOING 18 A JUST AND TRUIf aTATEMENT OF DEBTD,FUNERAL EXPENSES·AND EXPENDD OF
A.DMINI8TRATION SUBMITTED TO THE ESTATE OF MARY McQUISTON SIMMONS .0ECEADKO,AD DEDUCTIONS ~OR
.'.,INHIFUTANCE TAX PURPODE8.9k[.J'.''~
f".
,
"'.',l0Avi~/..'··".n:.jii,lI;.,.30th -lJOhI1S1!nmon~r ..,.
...
\....:.SWORN AND aU.SCRf.tD BEFORE ME THIS DAY 01",""~".":;..~'~...j ,
,·..,i.~'.:....,June.72,..~:. .18 4-,'/........'::,..,-..,.:
,.-/4).;e;;~gJ ..~'t •.,'
I
\."..(~J·,..,~-,~
r·.'...,.
~~.
..
"·'.'~",",.',,.,,,
""
--------_.._--------------------,
r
)
r
RC CoB 1 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
JOHN SIMMONS
(Executor~
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
38-19.-6
j
In Re:Estate of MARY McQUISTON SIMMONS
__W_AS_._HI_N_G_TO_N County -Fi Ie No.63-71-741
Dear Mr.Sinmons,
You are hereby notified that the_o_r_1_'9=--i_n_a_1 _
appraisement in the estate of MARY McQUISTON SIMMONS
has been fi led in the office of the Register of Wi lis of WASHINGTON
County on Augnst 7 ,19-'Z2,Said appraisement reflects the following
valuations:
Real Estate 30,000.00
Personal Property2~,4_7_4_._4_9 _
Transfers _
Jointly Owned _
Total 32,474.49
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 August g,1972 Signed~.eL#~
DATE OF DEATH:May 17,1971
Note:This is not a bi II.
Title FRED TOSI,APPRAISER I
---------------------,
,.'"....t
RCC-3~/(!5-68)•COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANce TAX
RESIDENT DECEDENT
.SUMMARY
Estate ofSIMMQNS
(Last Name)
MARY
(First Name)
M
(Initial)
DATE OF DEATH 5-17-'J:...=:1=.-....~FILE NO.63-71-741
~EPORT OF INHE~ITANCE TAX APPRAISER'
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON
Pennsylvania,do respectfully report thatl h\lve appraised the real and persona operty as reported in the foregoing return at
the values setforthopposite eilchitem in the last column to the ri~ht i es "A","B"l "C",and "E".
Dated:~_A-=U:.:;:jqL..::u=s:...::t~8'-!.·'.,...-=1=9...:.7-=2:.........,.....-
REPORT OF THE REGISTER OF WILLS
I,the undersigned du~y elected Register of Wills in and fqr County,Pennsylvania,do respect-
fully report that I have allowe4 dedu.ctions in the amounts claimedby deponent,except Utothose items where a greater or
lesser amount is set forth in the last column to the rjght in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:-.......-.....-~
REGISTER OF.WILLS
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
32,474 49
32474 49
32,474 49
VALUE AS REAPPRAISED
$-------+--
::'::::::~t=::::::;..=...
FOR USE OF REGISTER ONLY,Tax on $-+---~
Tax on $-l6%o).
Tax on $------_--+---..~
Tax on $10%
Tax on $15%
~~ptioos 0
Total Estate --I--_
TOTAL TAX
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death
COMPU.TAnON OF TAX
$-------...-4-~
$....-....-----...-4--
$..,...--.-...-..---4-_
$-----.....--+.--
$....,..------+-.........
$--......--.--........_-
(0)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
BALANCE OF INHERITANCE TAX DUE $$_.__-,-__C.'..'.Add interest at rate of 6%from_____to ......-
AMOUNT OF ESTATE TAX ASSESSEP $.....,...,.....;..,...-_-..ll.........:-..'..,.•
Estate tax paid$..._--__.....L-$--'----.,....;.J.I '.
BALANCE DUE L-
Add interest at rate of 6%from
------ltIO-'-----$-.-.;...........----1t::
.TOTAL TAX BALANCE $----~.PAIl)$.,;.........J.'.
) i
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are m~de to the a1;love C9mputatil,ln of tax by the Registerof Wills,for proper reason,
same should be noted below,with short <""planation.
WAdill ...~No.....mInistration ~
IN THE
Year .
·'~/
MATIER OF THE APPRAISEMENT
OF THE
ESTATE OF
...MARY.McQP:IS.'r9.lil.SI~qlilS
Deceased
Late of ...UNION TWP.·
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
~.
0:.
L"
~
Funn ~CC-2..
PEPAR.TME~T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17 127
COMMONWEALTH OF PENNSYLVM.JIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE .Augus.t 8.,19.7.2 .
COUNTY ~~~.~~'!'9.~.
FILE NO ~.~.::..?~::.?.~.!.
Whereas,~¥M.c.o.m;..s..~N S.I.MMQN.S.late of P.N.I.QN TI'!.P...!!.
in the County of WASHIN.GTON Commonwealth of Pennsylvania,having died on
the 17th ·day of May 19 ·7.1 seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~.~P.~.9.!,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.
Oeser!ptlon of Asset
REALTY:
Unit
Values
$
Appraisement
Made for Inheritance
Tax Purposes
SEE COPY OF SCHEDULE A ATTACHED TO APPRAISMENT
PERSONAL:
SEE COpy OF SCHEDULE B ATTACHED TO APPRAISMENT
30,000
2.474
00
149
total 32.474 49'-------------------------------~~=~---t_---*~!..L~~-.p:~-I
form~;v:fhb~e:::7h~w~~.•ccordingto~~:~~:rer~bY~ertif&.j;e~';e~~~r.ise~e~tis~~de1~~!t,
ILI~-«~··· ··········..··v·__.,~Appraiser
.......................~~")...................,Penna.
······WASHINGTON·····County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
......MARY ..McOUIS'l'ON .5I.MMONif..
Deceased.
Late of
UN·:ION···TWP·.·····,.,..
Date of Death,5-1.'-71 · · ·..
Appraisement Docket Vol.,38 .
Page}....·19·1-6..........·........No.·6·3-71-·7·41........
Filed ill Register's Office}~~g."!7.19 1~.
Am,ount of tax due}$.
DEPARTMENT OF REVENUE
Received,
Examhred and Approved},,..
Wroteabo.ut Appraisement,
Appeal f"o»l Appraisement}..:,.
Entered and charged}..
~
II,
_.-~-- ---- -,_.- - - --~-~- - -~- ------_.,--- -~-- -- ----- ----------~~-,,,.......,.-----..............
RCC-4 (8-68)
No·8
,.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE11968OFFICIALRECEIPT0PENNSYLVANIAINHERITANCE AND ESTATE TAX
J
THREE HUNDRED THIRTY-FIVE and 10/100 ...------_..------...----------dollarsRECEIVED---=-_
representing Pennsylvania Inheritance or
From:RlIODA MAE SI~fMONS ....Paying On Ind.Liab.Estate Tax due from the following estate:
Address R.».:fJ 1 CARDOI ROAD 2%Tax on $$---------1[:1
FINLEYVILLE,PENNSYLVANIA 15332 6%Taxon $5,585.00 335.10$---------111
File No.6_3_'_-_71_-_'_4_1__Date of Death_5_-_1_7_-_7_1_'-----i 15%Tax on $$---------01
$--------·II'JI
I--Date of Payment _D_e_c_em_b_e_J'_2_7-::;,_1_9_7_1 -----1
Name of Decedent _raR_'_Y_S_I_Mt_;fO_N_S _
%Tax on $---------$---------Ild _
Estate Tax,Act of
May 7,1927
County '~_1A_S_H_I_NG_T_O_N ___i
Remarks:
MJR
~;Z
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__%from _
to _
335.10$,--------
$--------Ul
$,---------111
SEA L TOTAL AMOU~T PAID 335.10$'========Ig
/'NOTE:This Triplicate Receipt ta be retained lor audi~1-6
Received by .'_,~-../tJ-"/i \)'.0
NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the life '~•,.(Signa1't7ref I)'.~'
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall ,J
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the._---''"""=::---'..::;'-....:::./:......;:;~::../""',.../"'=-;.4:"'"---:;::./:....::.~~'.~/..:...::':....::::.oC/::::'=--------IUIlifetenantortenantforyearswheneverItappearsthatsuchadditionaltaxmaybelegallydueand---(Title.)'
collectible lor any reason whatsoever.
....-_~, ,__'_~.,:".•~",":fACOMMONW!ALTH OF-PENNSYLVANIA ....-'.....,q,,<,!~:~0;":,'i ,.,.,','~\DEPARTMENTOFRe"ENUE ')~;;t;':'>'~"'::'i;:\'.{";"1:
~(iB46484 OfFICIALRECEIPlo PENNSYLVANIA 'INHERITANCE ANDEST~!E TAX;;",';
2%Tax on $$----------R
$_----..;;1"-",'-0-'-0_0.;:....O,,-O:...--._u6%Tax on $On Account
-----------------------------------------dollars
representing Pennsylvania Inheritance or
Estate Tax due from the follOWing estate:
WAS
RECEIVED ONE THOUSAND and 00/100
John Simmons -Excr.
From:°
File No.63-71-741 Date of Death--,5~-""""'-'----'-'_--I 15%Taxon $$---------'ICI
$----...,..,...---
Date of Payment June 28 1972
Name of Decedent MARY McQUISTON SIMMONS
%Tax on $------$----.,.------Ild
Estate Tax,Act of
May 7,1927
County '_vA_S_H_I_N_G_T_O_N ---l
Remarks:
MJR!
dl·J..
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__%from _
to _
$_--=l::..J1,"-"'O...:.O..,o..O.:....0;:...0:::--_
$--------0
$,---------1l1J
$1,000.00===-=====I~TOTAL AMOUNT PAIDSEAL
38-191-6NOTE:To b.delivered to taxpoyer
Received by )C;ql;~i/W&I&!~~..,l;-L..:.~~l!!I.o£p~_r_-----,1!'1
NOTE:In accepting the transfer inheritance tax on future estates,prior to the death of the fe •
tenant or tenant for yeors,as evidenced by this receipt,it is understood that the Commonweolth s all
not be precluded or prevented from hereafter ossessing odditlonal inheritance tax ot the death of t .
life tenant or tenant for years whenever it appears that such additional tax may be legally due and>-~ifo'lo¥_bJI!.:.=~~"=_'l:F._.........So6"L6,.,.A.~::._,.-_:_r~-1III
collectible for any reason whatsoever_
•1
J
71/100 .---------------------.-------dollars
representing Pennsylvania Inheritance or
Estate Tax due from the following estate:.
RECEi~ED SIX HUNDRED SEVENTY-THREE and
John Simmons -Excr..'..
<From;!TTY.BLOOH BLOOM ROSENBER &-BLOOM'
Add~ess 200 ''1ASHINGTON TRUST BUILDING 2eyD Tax on $$---------.r.:i
''lASHINGTON .PENNSYLVANIA '15301 6%Tax 'on'$On Account
File No.63-71-741 .Date of Dea~h'"5-17-71
,.'
15%Tax on $--$-~-------.1Ilt
$--------.'1
;1,.·
'~I :
Dote of Payment __""'--':....::..:~~'""-....;1:::...::,.5..L-;.··...::;1:;...;9:....7;:",..;::.3__--;.:..;eyD Tax on $_~--__---$-------'--'----Ifli
Estate Tax,Act of
.May 7,1927Nam~of D~tedent MARY McQUISTON SIMMONS
$======6::::::7==3=.7=:1=·==pj
$_---:6:....:;5.....;.4...=..•.;;.-.27.:....-__0
$-........-------Ill
'.$__-=1.::=,..9.,,-4,-,4_'-,--~-'-Ill
TOTAL AMOUNT PAID
TOTAl.TAX CREDIT
less five percentum of tax if.
paid within three months after
.date of death
Plus interest at the rate of
~%from 8';'17-72
to Date
.~',I
',>"
County _'..:.:.l1.=..:A~S.=..:H:.;::I:;:.;NG;.;:..::T...:;.0:;:.;N~.---,----,------1
Remarks;.'
.;..~':.."
MJR/'".,'..di-j.''.''~~,::',,"..,\..',.:.,"
'i',::/.";"';"l':':.':~>\\:\
,'":,®[[1~~n~&[Lo:-!S E ~l
"NOTE:,To be deli~e;~~~t~ayer .':.,II)38-191-6
,>:<,;j,'".,,.'.;.1',:/';Received by-.....~~~:'O"S".......""'-_+.:J-3,~'-=~:::::l>.!.---_---.rt.I
.~,..NOTE:'..In QC~eptin!i the trQn~er InherilQn~e t~on future estates,prior to Ihe death af Ihe~'e .
'tenant or tenant for years,as evidenced by ihls receipl,il Is understood tlial the Commonweallh s·all ,
not be precluded or prevented from hereafter assessing additional inheritance lax ollhe death of I It'
life tenanlor tenant for years whenever It appears Ihal such additional tax may be legally due and'--''-7o;~r''~'""'''''"...,e--':'::i7"\.,.,..,..........,.........<-.....r'--::n;-l-,----II
collectible for any reoson whalsoever..
;~.•