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HomeMy WebLinkAboutOC1971-0778 - ESTATE OF HOMMEr C!tommouwra1t4 of ,rUUSYIUaUia.} lIas4iugtou C!touuty.SS. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid j on the 27th.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 Mary Homme,A/K/A Mary R.Homme late of Ellsworth in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Eleanor R.Stone rix the ExecutClX III 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 Eleanor R.Stone committing unto Her the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Her to exhibit a true and perfect inventory thereof into the Register's Office,at Wa'shington,within ninety days from the date hereof,and to render a just and true account of s'aid 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 27 the day of July III the year of our Lord one thousand nine hundred and Seventy One ...............................................................................2k...~.... Register I !, !! !I !=!;.. f !! ~f !.... I (l)i !==c:..~Ia.l , LL Oi ! ~0 (1)1 lItl i ....III ~i ! ts::t I-~i or c:..«Oi tfaI-lIlien ~iIII~ts::t HHi~l;..~I ~ie:..i....~!.... Ic:..~~i 'i~l .,~.. -.-----p .',IiJ SECOND: ...".,.. " LAST WILL AND TESTPJ-iT..ENT OF MARY HOMME I,MARY HOMME,widow,of Borough of Ellsworth,Washington County,Pennsylvania,being of sound mind and memory,hereby 'revoke all wills and codicils,as well as all instruments of a testamentary nature heretofore made by me,and do hereby make, publish and declare this to be my Last vlill and Testu.ment in manner and form following: FIRST:I direct that all my just debts,funeral and testa- mentary expenses shall be paid by my Executrix hereinafter named, as soon as conveniently may be after m-y death. I hereby give and bequeath unto the FREE }ffiTHODIST' CHURCH,Charleroi,Pennsylvania,the sum of FIVE HUNDRED ($500 0 00) DOLLARS. I, I I,, "i- THIRD:All the rest,residue,and remainder of my estate,1 real,personal,and mixed,of whatever nature and wheresoever situate,which I may own or have the right to dispose of at the time of my death,I hereby give,devise and bequeath unto ELEANOR R.STONE,absolutely. FOURTH:I hereby nominate,constitute and appoint ELEANOR R.ST01m,Executrix of this my Last Will and Testament. IN WITNESS WHEREOF,I have set my hand ~~d seal to this my Last ~lill and'Testament,which consists of two pages,to each of which I have affixed my signature,this 5Y'A da.y of ;::;/1,e 1/":If'1964.,I Page 1" , I:tp ",<.j Signed,sealed,published.and declared by ~~y HOM}lli,the above named testatrix,as and for her Last Will and Testament,in the presence of us,who,at her request,and in her presence,and in the presence of each other,have hereunto subscribed our names as witnesses. r! r I (",,._~...-_._-~.~... Page 2 .. "/)//.1fJ'/)/j .../.-;/-t/..,.t/:.rc.J1..-i../!.../u::'"f..iq,rr,l';·U/,;·,f·.//,,/. t·.I f! r I ~3-7/-77Y l\ffi~auit (@f iExrrutnr ®r i\bmiuiatratnr ~tatr nf 'ruunyluattia } ClLnuuty nf 1IIIIan4iugtnu nn:. P 11 b f th d · d th't Notary Public .d f 'dersonay e ore me,e un erslgne au orl y,a m an or sal County and State,appeared ~J..~.~~.Q£:g.~$.~.9.!.l:~who,being duly sworn according to law,deposes and says that s he is the e~ecutor or administrator of the es- tate of ~.~!'.¥.~.~~.~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ~~f..Y..J~9mm~, deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. d sfw.or~~n9d.~~:~.c.ribed be 1 f 9 ore ;{tbis ..':!."!.}~~£~. ay 0~/..::...........Executor-Administrator .:~~~~. }4dtaV)'flb.mlc.Cant6Tt'r(.fr'·'wWashi.ngton c-ADDITIONAL INSTRUCTIONS.r;.,ash,......~ It 11'.•~x es~'e 'tr".er lq • ..•1.Na~(l~'l~t~t~~£'m{Uiiri~in~"Wlthm three months after appomtment 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 ADDITIO~AL COpy Act of 1947 P.L.513 Sec.5.2,72J P.S.4844.2 3Juurutnry aub ~pprainrUtrut of the goods and chattels,rights and credits wbich were of ~~~.y ~.C?~~:late of ~.~~~~9.~.~~.. .Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS PERSONAL PROPERTY Cash ........•...........•..•.•..•.•........•..•....•_._.•..•;?1,880.00 CENTS Mellon National Bank &Trust Company,Charleroi Office, Savings Account No.16579 ••••••••••••••.•••••••••••••••••••37,794.52 Pittsburgh National Bank,Charleroi Office, Savings Account No.7805 ••••••••••••••••.•.••••••.•••••.•••6,357.32 29 u.S.Savings Bonds,Series "E",having a maturity value of $100 each,with interest thereon•••••••••3,542.60 71 u.S.Savings Bonds,Series "E",having a maturity value of $50 each,with interest thereon••.•••••••4,815.33 10 u.S.Savings Bonds,Series "H",having a value of $500 each,issued January 1960 in the name of Mary R.Homme or Eleanor R.Stone,~of which is subject to tax or the value of••••••••••.••••.••...•••••...•••.••••,2,500.00 1 -1956 Buick Sedan having a value Of••.••••••••••...••.•.l 100:.00 TOTAL PERSONAL PROPERTY ••••.••.•...•••••.•...••.•..•••••.•.1$56,989.77 REAL PROPERTY ALL that certain tract,piece or parcel of land situate,lying and being in the Borough of Ellsworth,in the County of washington,in the Commonwealth of Pennsyl- vania,that is designated as Lot No.4 in Block M,in a Plan of Lots laid out by the Bethlehem-Cuba Iron Mines Company,and recorded in the Office for the Recording of Deeds in and for said County of Washington,on July 5,1945,in Plan Book No.7 at pages 133 and 134,said tract,piece or parcel of land having erected thereon a bouse known &referred to as No.7 Oak Circle, having'a value of e •••••••••••1$2,500.00 ..... ~.....:~'z '"IS".~... ~C"'t ~~'"~~f~~.~(t)~...,~>R...,!~I1:;'~~~'";:l...~....\Q r " i '",........ Real Property -continued ALL that certain tract,piece or parcel of land situate,lying and being in the Borough of Ellsworth, in the county of Washington,in the Commonwealth of Pennsylvania,bounded and described as follows: BEGINNING at a true point of beginning,the location of which is ascertained as follows:Beginning at an iron pin at the intersection of the southwesterly line of the easterly portion of Oak Circle and the division line between Lots Nos.4 and 5 in Block M, according to a Plan of Lots laid out by the Bethlehem- Cuba Iron Mines Company and recorded in the Office for the Recording of Deeds in and for said County of Washington on July 5,1945,in Plan Book No.7 at pages 133 and 134;thence crossing said easterly portion of Oak Circle,North 54°32'05"East,30 feet to an iron pin in the northeasterly line of said easterly portion of Oak Circle,said iron pin being the said true point of beginning;thence along said northeasterly line,North 35°27'55 u West,37.20 feet to an iron pin;thence extending northeastwardly,of that same width of 37.20 feet,between parallel lines at right angles to said easterly portion of Oak circle,a distance of 150 feet to the southwesterly line of the westerly portion of Larch street;containing 0.13 of an acre,more or less, having a value of $200.00 TOTAL REAL PROPER'I'Y •••.•••••••..••••.•••.••..•.•••••..••••••.•$2 I'500*00 TOTAL PERSONAL PROPERTY and REAL PROPER'I'Y ••.•.••••••••.••••...$591,,68,9'.77 STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,depose and say that the above account as started is true and correct as.__..._....~~~.verily believe. Sworn and subscribed beifore me this __.__~_~~~.... d February 9 72ayof__..__..__........1 . _ _.._----~~-~-~---_.__._-----_._-_.- -TWE'RESA MUTO Notary Fultlic.Cilnton Twp.,Washington Co. My COmr1tis:;iQ~~Eipi'es September 3 1973,.'~~, Washington COur1ty,ss: 'f-~~--/e--~------- I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidence by proofs thereof filed to No,----b3~·/1:L~lll---------.-, Witness my hand and official seal this__1~_ daya!..~~~:_~ ...0 f1l ..., I::iItS::l0t.ls::t.l ~<Ij s::~~·roi r:..I-l 0 0 ,+J fi:1 f1l i OJ ::l E-<r-f r-f s::CJCX)<lj1tS ItS 0 OJ....E-<s::+J ~....w...·roi Ul rz:IIfi:1rz:1 rz.. r-f ~:I:i .....'0 ~I .;s:: M :I:~!ItS I-l \0 ~i 0~+J s::/:1:::f1l ItS~~I I-l OJ 0 ·roi r-f Z rz..rz:I " '72 FEB'g P:'208 .-.,. Register of Wills ~...,~I::icjol..., I::i0::l0...t.l 0 t.l<Ij 0:~·.. :Q)tJI 0 l ~:-...,0 f1l >.fi, 0 rz:I Q) :'0 I::i....'iE ,0 '"ItS ..., :9 ..., :K +J'<Ij ,Cb,fi:1 f1l ~0 ICJOC' ....•\.5)Q)Q'...,rn ....-'m •\-.:Q)~t-) ~ .0 r··',_,--or:f" '-. ('......- "_tIP1I"IIIlli "'-."......".C\.'''.-;.....#./"'.;If~".?-:.:....;'i;;~,..~.- '-I -..':~: -'.:...0·...Cu ~ "f...{;.,~"""~$' ..t •~~\,' ,.•k '>~'\\,.., 'III \,\1//111,./111\\\ ...... ........,,.. • -" f ,t ¥ The Court is respecthirly requested to determine proper distribution in thi~estate. II' ;.> NO.63-71-778 THE FIRST AND FINAL ACCOUNT OF ELEANOR R.STONE,Executrix of the Estate of MARY HOMME,also known as MARY R.HOMME,deceased,late of the Borough of Ellsworth,Washington County,Pennsylvania, The accountant is charged as follows: To Inventory and Appraisement of Property filed as of September 8,1971 ••••••••••••••••••.••••••...$59,689.77 Difference between: Proceeds of Sale of automobile •.•••••$lOO.OO Inventory Value ......•••.•.•••••.••••100.00 -0- TOTAL ASSETS OF ESTATE."....•••••••••••••••••••.••••$59,689.77 RECAPITULATION OF ACCOUNT: TOTAL ASSETS OF ESTATE ••••..•.•..•$59,689.77 T9TAL AMOUNT OF CREDITS CLAIMED BY ACCOUNTANT ••••.•••••..•12,479.65 BALANCE DUE ••••••••.•.•••.•••.••••$47,2l0.l2 THE ACCOUNTANT CLAIMS CREDITS OUT OF THE ASSETS OF SAID ESTATE TO-WIT: Washington County Reports :Advertising Letters Valley Independent :Advertising Letters Register of wills :Filing Inventory Register of Wills :Filing Account NAME OF PAYEE: Register of wills Thompson Funeral Horne Thompson Funeral Horne Robert C.Gordon Quinet Monument Co. Eleanor R.Stone Notary Public Eleanor R.Stone J.D.Costa,Esq. Russell Marino,Agent M.W.Graham,M.D. P.C.Smith,Jr.,M.D. REMARKS: :Letters Testamentary :Burial Expense :Ambulance Service :Ambulance Service :Memorial :Family Exemption :Notary Fees :Executrix Commission :Attorney Fee :On Account,In.Tax :Professional Services :·professional Services $ AMOUNT: 15.00 14.00 12.75 15.50 16.00 1,600.00 50.00 50.00 318.00 1,500.00 5.50 3,000.00 3,000.00 2,850.00 8.00 24.90 Total $12,479.65 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: August 5 12, 19,1971......................................~. 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. •• •••••••••• •••• • HOMME,MARY,Dec'd "::l""'Late of Borough of Eilsworth,Wash-lI1gton County,Penna." """"",,,"'~'"R.Stoo"Box265Ellsworth.Pa.15331 """'." AttorneY:J."D.Costa""107 M"ain fStreet,Bentieyv,ille,Pa.'i5314 __"__ that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the.n,..",",oftru.""ro,,;'"'0 ""~p",,,md clm,,",of th,publioati~~e we,~-=-(!1--¥~ Sworn to and subscribed before ~~. .12.:!:.h day of Ayg!t~.!,19 ?.t .. ~~L,-:2~~{i;-~ JOSEPHINE T.SCIAMANNA Notary Public.Vlashington.Washington Co. My Commission Expires July 1.1974 Under Act No.587,Approved May 16,1929,P.L.1784, as amended by Act No.51 of April 24,1931,P.L.67 State of Pennsylvania }u·County of.Westmoreland • Personally appeared before me William H.Pore,General Manager of The Valley Independent,who being duly sworn,deposes and says that The Valley Independent is a daily newspaper of general circulation in Fayette,Washington and Westmoreland counties;.Pennsylvania,and elsewhere,published in the City of Monessen,Westmoreland County,Pennsylvania,that it was established June 28,1902,since which dote The Volley Independent has been regularly issued in said county,and that a copy of the printed notice or publication is attached hereto exactly as the same was printed and published in the regular editions and issues of The Valley Independent on the follOWing dates,July 30,1971 August 6 and 13,1971 Affiant further deposes and says that he is General Manager of The Valley Independent,a daily newspaper of general circulation,and as such is authorized to verify the foregoing statement under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertisement,and that all allegations in the foregoing statements as to time,place and character of publication are troe. COpy of NODCI'!: EXECUTRIX NOTICEEslateofMaryHomme,deceased'allt of.BOl'O\l9/1 Of Ellsworl/l,Wastllng:~on Covnly,Ptnne.L~IIers Teslamen.fary upon Ihe ebove esillle hiving been i ranted 10 Ihe undersigned,noflce Is "il'ereby .given to fhose Indebted Iherefo famakeImmediatepayment,and fa Ihosehivingclaimsordemandsfapresenl them for settlemenl.Elelnor R.stone,!Execufnx,Box .265,Elisworlh Pa UJ31,J.D..C..as.ta,Allorn.ey•.101'M..I i ~Slreet,.Bentleyville,Pl.,15314.. .".1:30;8:6,13 me this_--:......_~....._ ( Notaty:t~4bH'.=Notaf'l'PU lie CHARLES W\.~v;st~oreialld Co.,Fa. My commission expireso_lAon~n~qmmi§sioll EX.Dir~,~.~~ua.r~1,Tin ;:J srATEMEtrr OF ADVERTISING 'COSTS: J.D.Costa,Attor_n_e...Y;....,.-a_t_L_a_w _ 107 Main Street Bentleyville,pa.15314 TO THE VALLEY INDEPENDENT,DR. For publishing the not:ce or advertisement attached hereto in The Valley !ndepend~nt on above !tai'ed dates $12.00 Notary '$.75 Total ,$12.75 alECEI"'OR ADVERTISING COSTS The Valley.Independent,a daily newspaper of general circulation,hereby acknowledges receipt of the aforesaid adverti~jng and publication costs and certifies that the some have been duly paid. THE VALLEY INDEPENDENT By ~-::::=::::: ~u t4t Cttnurt nf Cttnmmnu PIttts nf lIas4tugtnu Cttnumg, Jtuuayluauia,®rp4ttuli'Cttnurt linis1nu ESTATE OF NO._......l6oL3.J.::.-:...J.7......1..=-...J....77.l-."8>L.-_ Mary Homme a/k/a In the matterofthe First and Finel 14a ry R.Homme Account of_----IE::..J1L.J:fIl:uA:l..In......,o~r~Ru..-.-'S~t.u.Qupe.e--- deceased. ADJUDICATION AND DECREE And now May K s;-,19-+2-,this matter came on for'hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof of the balance for distribution in the hands of the Accountant is determined to be $'17,210.12 'and the account is accordingly confirmed;and it is ordered, adjudged and C1ecreed that the said balance be paid out by the Accountant in accordance with ,the schedule of disribution hereto attached and made part hereof,unless exceptions hereto be filed sec.reg.'or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _ Balance _ Deduct Clerk's Costs &Receipt~s _ Attorney --'J"'-'e""-"'-s.....s~D.....__"'C_""o""'s'_"t'""'a'___ Russell Marino,Clerk a.c.,costs in ce~tifice­ tion of real estate, Olga O.Woodward,Recorder,costs recording certification of real estate, 52.00 47,1.5i+.12 _/ 'I-...I_..-4--"1--a-<:::..-1'.':>--/17 y 7•~O fd.-6.,1.So G:w~.-..N~41;146.62 ;'.....;11. Free Methodist Churchl,Charleroi,PennIa legacy,500.00 46,646.62 No balance one,devisee d to parcel ate,'lying of ashington, REAL ESTATE TO BE C~mTIFIED TO TH:r-~RECORDER OF TASHINGTN COUNTY BY THE CLERK OF THE ORPHANSf COURT D VISION Eleanor R.Stone,dau~hter,residue,inclUding cash and real estate as hereinbelow described, held in kind and distributed as suchcat.the appraised value,;1 Mary Homme a/k/a Mary:R.Homme,devisor,'to of all the right,title and interest of the of real estate described as,VIZ: All that certain tract,piece or parcel of.. .'~".,~....'"~~,~t iandbeing,in.the Borough of Ellsworth,in the Co ~'.'•r~'<~• in the Comm~n~ealth of Pennsylvsnia,~hat is des'gnsted s Lot No.4 ·.. ,j " " ~ 0.....» Lr n ::I n i a-t"..0 .... .... ....C.:r (l) ::I'(l) -+ t ....0 3 ~ .....-0' ~ -to.0.... ~ ....(l) III ., =: 0......... ~ :r(l) ~ ~=i~~ "', r ,I ." r, .-_. r \. t'..., 'I' •••.\~."..'•'--. ;;f'i in Block M,in a Plan of Lots laid out b~T the Be hlehem-uba Iron Mines Company,and recorded in the Office for th Recordi g of Deeds in and for said County of Washington,on July 5,1945,i Plan Book No.7 at pages 133 and 134,said tract,piece or land having erected thereon B house known &reforred 7 Oak Circle. t pages 133 Ie,North erly line e intersec- te,lying nd for said All that certain tract,piece or parcel of and -.. "and recorded ~n the Office for the Reccrding of County of Washington on July 5,1945,in Plan Bo and 134;thence crossing said easterly portion 0 540 32'q5"East,30'feet to an iron pin in the tion of the southwesterly line of the ea.sterly p1rtion of Oak Circle and the divisic;n line'between lots Nos.4 an4 5 ~n Block ,according to a Plan of Lots laid out by the Bethlehem~Cuba Iron Min s Company, is ascertained as follows:Beginning at an iron and being in the Borough of Ellsworth,.in the Co shington, in the Commonwealth of Pennsylvania,bounded and describe as follows: Beginning at a true point of beginning,the of which of said easterly portion of Oak Circlo,said iro g the said true point of beginning;thence along said northeasterly ine,North •... 350 27'55"West,37.20 feet to an iron pin;the ing north- eastwardly,of that same width of 37.20,feet,be llel lines at right angles to said easterly portion distance of 150 feet to the southwesterly line of ion of Larch Street;containing_0.13 of an acre,more or less o cCERTIFIEDTO~ECORDER:JUNE 12 1972 I , aasz '. ;t I..ri 1/ 1..-, r-... t r "c N ~.-I • f ~ 0....~W :J Z a- n ""'"~ i 0 ::J'" or s::CD :J 3 0 .... ........0 0 t"\ ....i ta~ -. 0"""""'" :: :r..'CD ta~, ~::l " ,~ ~ .'J1 .\.' " IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION NO.63-71-778 --==-, ! IN RE: ESTATE OF MARY HOMME, also known as MARY R.HOMME,Deceased PETITION FOR FAMILY EXEMPTION IN CASH AT THE AUDIT OF THE ACCOUNT .VJ ..c:~:~I.~.:IIi S\1 :.\ ~~';'''l~'I·'~~•~';JJj C~~..•.I t _.•",_.:~.'J "'jI.,I ~~ .1r'1'.If.;{·.l~_~l .....1 JESS D.CqST~. ATTORNEY AT LAW 107 MAIN STREET 8ENTLEYVILLE.PA.15314 :'OJ ~~".t1j -i_>00r0-i~-.I.(j 00 <'3::llr>'Z ....r -IT1 \"I IT1 Z -<~III >....>..;1 -i u.:::~0 llI-i;:EOO ~~'"~ 'f ·1 \.. ... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE: ESTATE OF MARY HOMME;, NO.63-71-778 also known as MARY R.HOMME,Deceased. PETITION FOR FAMILY EXEMPTION IN CASH AT THE AUDIT OF THE ACCOUNT TO 'THE HONORABLE P.V.MARINO,JUDGE OF SA ID COURT: The Petition of ELEANOR R.STONE respectfully represents: 1.That your petitioner is the daughter of Mary Homme, also known as Mary R.Homme,deceased,who died on July 15,1971, a resident of the Borough of Ellsworth,Washington County, Pennsylvania. 2.That your petitioner is a child of the decedent and is of legal age and formed a part of her household at the time of decedent's death. 3.The decedent was not survived by a spouse. 4.The decedent left a will duly probated in the Office of the Register of wills of Washington County,Pennsylvania and of record in will Book 112,page 295.Letters Testamentary were granted ~nto Eleanor R.Stone,the petitioner herein.Your ,. petitioner'is'the sole legatee and devisee in said Will. 5.That your petitioner claims $1,500.00 in money,now in her hands as personal representative of said estate,as her Family Exemption~under Section 211 of the Fiduciaries Act of 1949,as amended. -1- •. WHEREFORE,your petitioner requests that the said sum of One Thousand Five Hundred ($1,500.00)Dollars be set apart to her at the audit of the Executrix's account. 1= : COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF WASHINGTON ) Eleanor R.stone ss: Personally appeared before me,the undersigned authority, ELEANOR R.STONE,who,being duly sworn according to law, deposes and says that the facts set forth in the foregoing Petition for Family Exemption are true and correct to the best of her knowledge,information and belief. Eleanor R.stone Sworn to and subscribed before.me,this 2_5_t_h _ Februarydayof ,1972. --~~~, -2- r j ~j.IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION No.778 of 1971 HEARING ON AUDIT The Honorable P.VINCENT MARINO,Judge of the said Court. JESS D.COSTA,Esquire,of Bentleyville,Pa., representing theAccoudant. ,-,'"), INRE: if1 •r r;"II I5.U -".1 ( ) ,,I r (",t <V ;:::'!~C.I,U ,,'I:iLLS ) MARY HOMME,a/k/?:S:~ii'rl.'l ro.,PI...( ) ( ) ( MARYR.HOMME, <Estate of <~Deceased.>oJ>-UlZ Z IIIlL Z~CI .i BEFORE: Ul~ ..=uii:I-Ul ~APPEARANCES:<§ C:J"'l Xt:.01 o aTIME:Thursday,May 18,1972,at 10:00 A.M.,EDST l-ll:oa.IIIll: I-§THE COUBT:Number 778 of 1971,the estate of Mary HOffiJlIDl:e,ou ~deceas ed _The Executrix is Eleanor h.Stone and the attorney isuii:IL o Jess D.Costa.Mr.Costa? Ml:\.COSTA:If the Court please,there are no complications in th is es tate.There's the Petition for Family Exemption in the amount of $1500.00,whicll has been filed to be made a claim at the time of a dit. Eleanor h.Stone is the or:ly daughter who is also the legatee and devisee. THE COUhT:Is there anyone else in Court interested in this 2 decedent's estate? (NO hESPONSE ) .\ ::z0(>oJ>-III ZZIIIa. ioI-Clz i III0( ~ THE COUhT: Court. The audit of this account is ordered closed by the (A UDIT CLOSED) .,:o 0::I-III a oJ0( 2o I hereby certUy that the proceedings and evidence are :l., J:~contained fully and accurately in the notes taken by me on the hearing vi~of the above cause,andtbat this copy Is a correct transcript of the same 0::oII.III0:: I-0:: :loo ~ oJ0( Uii:IJ..o The fOfetJOtnq record of the proceedings upon the bearing of the above cause is hereby approved and dtreeted to be fl1ed. • C ...J \ , ..~ r-..> C"._ t...= --"::-'.lJ~rn :::0 (f).-,(.....--l J:'"l.--iI~ ) r:-'} .-} -'..j (- ~... --' ATTORNEY AT L.AW 107 MAIN S~EET BENTL.7e(PA.15314 JESS D.COSTA RECEIPT IN RE: ESTATE OF MARY HOMME,also deceased. known as MARY R.HOMME, IN THE COURT OF COMMON PLEAS OF WASHINGTCN COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION NO.63-71-778 / I " 4- "'. ]•• lD ~~t::l j=!-~001'1°-lr"-<"'0\1·<.3::u;::_>Z ~r -1'1 ..., 1'1 Z -< :"en >>~..-lC':l.~.~0 iii-l~oo ~~ ,.II-- t· l IN THE COURT 9F COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTAT~OF MARY HOMME,also known NO.63-71-778 as MARY R.HOMME, deceased. R E C E I P T I,ELEANOR R.STONE,do hereby acknowledge to have received from the Estate of Mary Homme,also known as Mary R.Homme, deceased,the sum of Forty-six Thousand,Six Hundred Forty-six Dollars and Sixty-two Cents ($46,646.62)in full satisfaction of my distributive share in the above captioned estate as per Adjudication and Decree of the Orphans'court of washington County,Pennsylvania,dated May 25,1972,at the above number and term~and I authorize and direct the Clerk of the Orphans' Court to mark said award satisfied of record. Dated this 'i"-tJ,day of ~,1972. E:~~~.~~...;....~"-+f(~l~~_(SEAL) ELEANOR R.STONE ' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF MARY HOMME,also known :NO.63-71-778 as MARY R.HOMME, deceased. R E C E I P T FREE METHODIST CHURCH,CHARLEROI,PENNSYLVANIA,does hereby acknowledge to have received from the Estate of Mary Homme,also known as Mary R.Homme,deceased,the sum of Five Hundred ($500.0 1 ) Dollars in full satisfaction of the Legacy bequeathed unto the said Free Methodist Church,Charleroi,Pennsylvania,in the above captioned Estate,as per Adjudication and Decree of the Orphans' Court of Washington County,Pennsylvania,dated May 25,1972, at the above number and term:and I authorize and direct the Clerk of the Orphans'Court to mark said award satisfied of record. Dated this \~~day of 1\1 &"5---'1972. ATTEST: FREE METHODIST'CHURCH, CHARLEROI,PENNSYLVANIA, BY 100;1"'"CJ1~.~~-"~~(fAs ~) ~,~IIU~YZ RCC-3 (1-69) \ COMMONWEALTH OF PENNSYLVANIA \)'EPARTMENT OF REVENUE BUREAU OF d5UNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, P.L.373,as amended)J Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1.Bureau Fi Ie #6:::..3:::...----=-7-=1:.....--:7-:7-'8:::..-_ 2.Date of Death __J_U_l..=y_l_5_,_1_9_7_l _ 3.Date of Approval May 24th.1972 4 ...'f D d Mary Honune,a/k/a Mary R.Honune•"..ame 0 ece ent 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $--=5c..;:0~0::;..::..c..;:0~0=--_ (Note:Where the property is other than a specified amount of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentage amount above). 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such material has been previously filed. WILL lY';DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)_ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME Free Methodist Church,Charleroi,Pennsylvania ADDRESS Charleroi,Pennsylvania 8.I certify that the information contained herein is,to the best of my knowledge and belief,true and correct. S;g""Me of Appl;.".,~4 Address of Applicant 107 Main street,Bentleyville,Penna.15314 Official Title Attorney for Estate Date__M_a"'-y_2_5....:..,_1_9_7_2 _ This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non.reside~t decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wills,deliver all three copies to the Director,Bureau of County Collections; Penna.Deportment of Revenue,26 S.4th Street,Harrisburg,Pa. 00 not write below this line·For Official Use Only (Signature of Register of Wills) Washington (County) liIay 24th.1972 (Date of Approval) Office copy Referred to Bureau Headquarters (Initials of Register of Wills) (County) (Date of Referral) MUST BE FILED IN TRIPLICATE Approved 0 For Secretary of Revenue Denied*0 (Authorized Si gnature) (Title) (Date of Action) *See reverse side for reasons This section will be compl eted by Bureau Headquarters only when the application for exemption has been deni:d. Date:_ The application for exemption contained on the face of this form has been denied because _ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts.. ',.,. .\ J RCC-3 (1-69) COMMONWEALTH OF PENNSYLVANIA 9::PARTMENT OF REVENUE \BUREA'lI CYF C~UNTY COLLECTIONS APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of May 28,1956,P.L.1757,and Act of June 15,1961, P.L.373,as amended) 2.Date of Death Application is hereby filed for the approval of an exemption from Pennsylvania Transfer Inheritance Tax on the transfer of the property described below: 1.Bureau File #6_3_-_7_1_-_7_7_8 ~~---__ July 15,1971------------ 3.Date of Approval Hay 24th.1972 4.Name of Decedent Mary Homme,a/k/a Mary R.Homme 5.The Commonwealth's appraised value of the property for which an exemption is claimed is $---,,5lJOIf.:O!L..§..~OlJO>L-_ (Note:Where the property is other than a specified amount of cash,the exemption cannot be approved until the value of the property has been established by appraisal by the Commonwealth,except in those cases where the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue.In those cases enter such fractional or percentag.e amount above). 6.Check the manner in which the transfer was effected and submit a copy of the document authorizing the transfer,unless such material has been previously filed. WILL t1;DEED 0;TRUST INDENTURE 0;SURVIVORSHIP 0;OTHER 0; (If other,explain)--.:...._ 7.Correct Business Name and Address of Charitable Organization receiving property: NAME Free Methodist Church,Charleroi,Pennsylvania ADDRESS Charleroi,pennsylvania 8.I certify that the information contained herein is,to the best of my knowledge and belief,true and correct. S;g.a...e al Applka..~~~~ Address of Applicant 107 Main street,Bentleyville,Penna.15314 Official Title Attorney for Estate Date_-'Ma~Y_1r-_2..s1.5~.--1,-,o!9"-1:7....2'------- This form must be completed in triplicate and all three copies delivered to the Register of Wills for the County in which the decedent resided,or in which letters were issued for a non-resident decedent's estate.If the decedent was a non.resident of Pennsylvania and letters were not issued by a Pennsylvania Register of Wi lis,deliver all three copies to the Director,Bureau of County Collections, Pe Department of Reve 26 S 4th St t Ha'b Pnna.nue,ree ,rrls urg,a.I 00 not write below this line·For Official Use Only Approved:For the Secretary of Revenue Referred to Bureau Headquarters Approved 0~For Secretary of Revenue Denied*0 (Signature of Register of Wills)(Initials of Register of Wills)(Authorized Signature) Washington (County)(County)(Title) May 24th.1972 (Date of Approval)(Date of Referral)(Date of Action) *See reverse side for reasons Office copy MUST BE FILED IN TRIPLICATE "-This section will be compl eted by Bureau Headquarters only when the application for exemption has been denied. r Date:--,-_ The application for exemption'contained on the face of this form has been denied because _ ~ Note:Any party in interest,including the Commonwealth,aggrieved by this action may within sixty (60)days after the date of this notice exercise their rights of Protest,Notice,or Appeal in accordance with the provisions of applicable Pennsylvania Inheritance and Estate Tax Acts. fj~~'. ~·,t~~!:~!)f2z ~to~ l{i(-~.:J--M,~ ~CV')V~.:::~)l \:t7 t-,.. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE KARRISBURG ".,.. RCC-43 (5-,65).. NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: ~3-7/-71? RECEIVED 8UREid.l or SOIJIHY CO:J','-OilS JUL 23 1115 AH '71 .Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION.FIfl'SBUmH nA'1I~AtSMJK-onA1U.i':nO!OFF!CE ADDRESS Clf.mTJmOl,fA.lS022 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT (ol-h.176S21)Checkirlg NAMES ON ACCOUNT OR INVESTMENT l.frs.'!arT H~nr DECEASED JOINT DEPOSITOR,~TRUSTEE OR INVESTOR t_1t'_s_-_M_at'1__HOr.:!1e_,_",_ ADDRESS B...;;.;.ox~26...:::S~.t_:;;E:;,;;;;1=lmf::..;.::.;:;.:or::...::t:.:.:.hL.:t .:...Pa.=.:.........:J5~33~1:....-_ DATE OF DEATH 7-15..71 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR J1rs.moaner Stone--------'----------- ADDRESS Box_._26_S_,_Bll.:,..._mJ_or'_tb_,_P_Q_,_1_'_3_31 --- RELATIONSHIP TO DECEDENT_~--.::.:n.!ll:n.u~f;I:~,b~tf1~!tX'---------­ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED 12.22...$9 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $__l...;;..O_~_l_.s_l _ ~-j <1'/,~l /.f'/~fT!>IS·1;;'-;?;',w~£:::g.".,~~- qp /-r-"5 /}-//Signature II{'~TITLE(p 1()A S-I S'I 1 !4'-:...::;CJ I ~..s ~__yrj.6-S"Sj0 X 3 o·r;J -• RCC-134 (1-69)'. COMMONWEALTH.Or-PENNSYLVANIA ,DEP>ARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS .:INHERITANCE TAX DiVISION ,--~ £Z&?4;uaaa.. OFFICIAl,NeinCE'OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJ ECT TO ADMINISTRATION TO:}iltS .EL~ANOB ST.ONE BOl 265 ELLS\'lORTH ,PENNSYLVANIA,-..,-I.'.'...'.-.--. Date:July 27,1971 County \vashington County File No.3 f - /93-9 BurellU File No.C.3 -7 J-77r Under the Inheritance and EstateTax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed lIpon yOll,as transferee. The property on which tax is hereby ossessed consists of:Jt.Held Checking Acct •#014-176521, heldin the PITTSlUJRGH NATIONAl.BANK •.CIIARWROI OFFICE.CHARLEROI, PENNSYLVANIA.In the names of MRS.}.fARY HOMME or }tffiS.ELEANOR STONE. Opened,7-15-71.Balance as of date of death,$1,031.51. appraised by the Commonwealth,as of the date of death,at $1,031.51 50 %of this amount is taxable at the rate of...6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT (Agent for the Commonwealth) ASSESSED BY:_--_--, DATE OF ASSESSMENT TAXABLE AMOUNT lESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amOlint within three (3)months of the date of death of the decedent,or on or before Oct.15 19 71 ,you may deduct a discount of 5%of the omount of tax dl,le,or o This tax became delinquent,fifteen (15)months after the date of death 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 lIntil paid TOTAL AMOUNT DUE APPRAISED BY:.~,x>~_....._~. (Inheritonce Tax Appraiser) $ 515.76$,...,~......"..:...:.:....-:...:.....:.-,-- 30.95 1.55-------~---- ---~---~-- 30.95 $-------- ~---------- $================= INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: ~~1IAL{~ AGENT FOR THE COMMONWEAi.H. I COURT HOUSE WASHINGTON,PENNA.15301 If you ha ve already pa id th is tax to an executor,admin istrator,attorney or other persona I representat ive ofl the decedent for forwarding to the Commonwealth,list below !h~.date paid,name and address of the person to whom; you made payment,their official title and the amount.4...( 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 affidavit,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 requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OE _ 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! have allowed deductions listed above in the total amount of $" Date of Approval: Register of Wills DEJ'ARTMENT OF BEVIINUE'-~ B~EAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE A:ugu~t 17.,197.l.,. COUNTY W.~.f?.h.;i,.D.g:t..9..~. FILE NO..?~:.~.??.::::.?.. Whereas,~~.:r.~?~.~late of ~J.:;L.~~9.~.h .. in the County of y.~~.~!!:~.~~..~.~Commonwealth of Pennsylvania,having died on the -•..:......J.:5..t-P.:day of ~~y 197.J.i.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.:!f~.~~~.~~~~.~,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 AppraisementDescriptionofAssetValuesMadeforInherltanceTaxPurpoles Jt.Held Checking Acct.•#014-176521,held in the Pittsb~gh $1,03!.51 National Ban~,Charleroi Office,Charleroi,Pennsylvania.In th.e I names of Mrs.Mary Homme or Mrs.E1eanar Stone.Opened 7-15-71.I Balance as of date of death $1.031..51 I ; I Having been duly sworn a.f7~Wing to law,I do herehv certify that the above appraisement is made in con- formity with law on this day of ...·.:::::·.:·.·.:::::::::·.·.:::·.~.~~~£;;:::..~kJ.~!.~: Appraiser (I!Iumber and Strl'et)..........................W.?:.~.h.:4:J..~c::r,J.,Penna. (Post Offiee) July 15,1971 County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARY HOMME Deceased. Late of Washington Date of Death, Appraisement Docket Vol.,. ~'.. Page,.No. Filed in Register's Office,1 Am.ount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,~"."..:."; Wrote abaftt Appraisement,.. Appeal f,.om Appraisement,. Entered and charged,.. <. I' i '-., ,-I Form RCC-33• RESIDENT DECEDENT C3-7/-;77( COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASltINQ'1'ON J 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 _Jnl).E:!rit~nce__an!i .E~tateTa~A.ct of lQ~l.) AdministratOI:of the estate of the above-named decedent being duly sworn,depose and say Eueutor Decedent'dled ...'!.~.!.Y~..?~h ... (Month) N~me and address of attorney or} other authorized representative to,.. whom all correspondence should be . mailed. ,19.]!...,{r"testate -leaving a last will,copy of which is hereto attached.} (Day)(Y""r)intestate J.D.costa,Esq. 107 Main..St .,Bentleyville,Pa. That as such ~~~.~.~~.;:.~~deponent is familiar with the affairs of said estate and the property con- (ExcclItor-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 .. INSTITUTION RELATIONSHIP OF JOINTADDRESSOFBANKOROTHERTHISSAFEDEPOSITBOXRENTED IN WHICH DECEDENT RENTED A SAFE "DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT.None ---------.->'- - .. That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of tpe following,for the reasons hereinafter set forth: That Schedule A attached l1ereto and made part hereof sets forth full v and in'detail all the real property in the Commonwealth of Pennsylv~ia of which decedent died haVing an interest therein.It also sets forth the mortgage encumbrances upoQ 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 pook 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 m!:lde part hereof sets forth fully and in detail all personal property wheresover situated owned by the dece(lent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immE:!diate possession,standing to decedent's credit'in banks,-. of deposit,savings banks,trust companies,or other institutions,whether indiVidually,'or.~Il.t~~stfO'i' any other person or persons giving also separately the accrued interest thereon,if any','down,--t.o the'.last .interest day prior to decedent's death in the case of savings banks,and to the date~'o,f\'decea~nt's death in all other cases;all bonds,postal saVings,treasury certificates or notes and othei evlaenceof in- debtedness of the United States to the decedent;all obligations,whether by statute o~agreement they are designated as tax free,of the United States,or any state,or political SUbdivi~i~ri,tnereof~-or of any foreign count~y,which are owned at the time Of death;all wearing apparel,jewelry~~iiverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats;~and any and all other personal chattels of whatSQever kind or natyre,left b~'decedent,together wi th the fai'~iy 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 policl'es carried by decedent;all annyity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent~t'th&-time of death,with the market value thereof at such time.'" 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 the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.,It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time'of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,'the relationship of the transferees to the decedent,the proportionate share received by each 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 copy of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at'decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or .jointly,by the will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of 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 llnpaid 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 Smmnary. Subscribed and sworn to before me this 7th ................;'""""",."":,,.day of "..,,"~~J.?~~~~.:r;19 ?!,"~~..~,.&~N _ . .(Executor-AdministratoT) ...~~~~.············!'l2.~i:t~;;·N;;~j········__··_·- THERESA MUTO Ellsworth,Pa.15331 Notary Public.Canton Twp.•Washinllton Cb..,""",'..'","",. '-1y Cgmmission Expire~September 3.It7~(City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached..Also make certain that column #1 in the "Summary"has been properly convleted as above-directed. '),II RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTM~NToF'REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE IIA" 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 liE".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 described by lat and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;if a farm state number of a. cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In th Is space) ALL that certain tract,piece or parcel of land situate,lying and being in the Borough of Ellsworth,in the county of Washington,in the Commonwealth of Pennsyl- vania,that is designated as Lot No.4 in Block M,in a Plan of Lots laid out by the Bethlehem-Cuba Iron Mires company,and recorded in the Office for the Recording of Deeds in and for said County of Washington, on July 5,1945,in Plan Book No.7 at pages ~ 133 and 134,said tract,piece or parcel r of land having erected thereon a house ~ known and referred to as No.7 Oak Circle,¥(j'I~ having a value of••••••••••••••.••••..•••••••••••••.•~'$2,500.00 ALL that certain tract,piece or parcel of land situate,lying and'being in the Borough of Ellsworth,in the County of Washington,in the Commonwealth of Pennsylvania,bounded and described as follows: BEGINNING at a true point of beginning, the location of which is asce~tained as follows:Beginning at an iron pin at the intersection of the southwesterly line of the easterly portion of Oak Circle and the division line between Lots Nos.4 and 5 in Block M,according to a Plan of Lots laid out by the Bethlehem-Cuba Iron Mines Company and recorded in the Office for the Recording of Deeds in and for said County of Washington on July 5,1945,in Plan Book No.7 at pages 133 and 134:thence crossing said easterly portion of Oak Circle,North 540 32'05"East,30 feet to an iron pin in the northeasterly line of said easterly portion of Oak Circle, said iron pin being the said true point of beginning:thence along said northeasterly line,North 35°27'sst,West,37.20 feet to an iron pin:thence extending north- eastwardly of that same width of 37.20 feet,between parallel lines at right angles to said easterly portion of Oak Circle,a distance of 150 feet to the southwesterly line of the westerly portion of Larch street:containing 0.13 of ~~;r. an acre more or less,having a value of••••.•••••••••••••$200.00 ..:{.OeJ.OC) Insert thi s total opposite "real property",Schedule"A"in the X X X X X "As Reported"column on the last page of this return. $2,700.00 RCC-35 • COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled i~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 any undistributed 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 UNIT ESTIMATED VALUE MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) CJ.l.< Cash••••••••••••••••••••••••••••••••••••••••••~~$1,880.00 Mellon National Bank &Trust Company,{H,(.rtJ2'f Charleroi Office,Savings Acct.No.16579.......37,794.52 Pittsburgh National Bank,Charleroi Office,()f(lJ~' Savings Account NO.7805........................6,357.32 29 u.S.Savings Bonds,Seried "Ell,having a maturity value of $100 each,with J!!$ interest thereon,total va1ue •••••••••••••••••?JJ .3,542.60 ..ISSUE'DATE:VALUE--,>, August 1957 $128.44 September 1957 125.28- October 1957 125.28· November 1957 125.28. December 1957 125.84 January 1958 126.32- I~February 1958 126.32, I March 1958 123.32· N April 1958 123.32,~~May 1958 123.32' June 1958 123.84, July 1958 124.28. August 1958 124.28' September 1958 121.24;">, October 1958 121.24' November 1958 121.24· December 1958 121.80' January 1959 122.28- February 1959 122.28, March 1959 119.32, April 1959 119.32. May 1959 119.32· June 1959 119.00, July 1959 119.00· August 1959 119.00' September 1959 119.52' October 1959 119.52' November 1959 116.60' December 1959 116.80; Personal Property continued on rider attached hereto. Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return. •1 SCHEDULE ..B~'PERSONAL PROPERTY -CONTINUED 71 U.S.Savings Bonds,Series "Eu ,having a maturity value of $50 each,with interest .~ thereon,total va1ue ••••••••••.•••••••••••••••••••••~·~4,815.33 ISSUE DATE January 1952 February 1952 May 1952 June 1952 July 1952 August 1952 September 1952 October 1952 November 1952 December 1952 January 1953 February 1953 March 1953 April 1953 May 1953 June 1953 July 1953 August 1953 September 1953 October 1953 November 1953 December 1953 July 1951 August 1951 September 1951 October 1951 November 1951 December 1951 January 1954 March 1954 April 1954 May 1954 June 1954 July 1954 August 1954 September 1954 October 1954 November 1954 December 1954 January 1955 February 1955 March 1955 April 1955 May 1955 June 1955 July 1955 August 1955 September 1955 October 1955 November 1955 December 1955 January 1956 February 1956 March 1956 April 1956 May 1956 June 1956 July 1956 August 1956 Septmrnber1956 October 1956 November 1956 December 1956 Continued ••• VALUE $74.28 72.28 73.98 72.16 72.16 72.16 72.16 72.62 72.62 70.84 70.84 70.84 70.84 71.26 71.26 69.56 69.56 69.56 69.56 69.96 69.96 68.34 75.94 73.62 73.62 73.62 73.62 74.28 68.34 68.34 68.74 68.74 67.14 67.14 67.14 67.14 67.52 67.52 65.98 65.98 65.98 65.98 66.36 66.36 64.88 64.88 64.88 64.88 65.24 65.24 63.80 63.80 63.80 63.80 65.20 65.20 63.76 63.76 63.76 63.76 64.02 64.02 62.78 , I SCHEDULE uBI!PERSONAL PROPERTY -continued ISSUE DATE January 1957 February 1957 March 1957 April 1957 May 1957 June 1957 July 1957 January 1959 VALUE $62.78 65.28 63.68 63.68 63.68 63.96 64.22 61.14 10 U.S.Savings Bonds,Series lIHU,having a 'value of $500 each,issued January 1960 in the name of Mary R.Homme or Eleanor R. Stone,~of which is subject to tax or 11d2-:0 (y-0 the value of••••••••••••••.•.•••••.~.X •••••••••"7Y7r 2,500.00 One 1956 Buick Sedan having a value of••..••••••••~~;r·100.00 ,.#'pg-,TOTAL PERSONAL PROPERTy ••••••.•••••••.••••••••.•••••••$56,989.77tTl.....•' .RCC-3f. 'COmION'\'EAiJTH OF PENNSYLVANIA ,TIUNSFER INHERITANCE TAX ~SSIDENT DECEDENT SCHEDULE "c" TRANSFEIlS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)no (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)no (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in 'his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death:no. (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)_ (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 reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)no (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred;it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM None. DESCRIPTION MARKET VALUE (Estimated) DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. Rtc-;,?S' C,CMMQN'WEALTH OF PENNSYLVANIA T~ANSFER INHERITANCE TAX RESIDENT DECEDENT ,L SCHEDULE "E" JOINTLY OWNED PROPERTY I NSTRUCTIOJIIS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name Iunit percentage Estate Address and Relationship of Co-Owners,and Place Value Share Valuation of Record of Instrument,where Real Estate.I DEPARTMENT VALUATION CAUTION~Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 10;,u'..:S.Savings Bonds,Series "Hit having a value of $500 each,issued January 1960 in the name of Mary R. Homme or Eleanor R.stone,~of which is sUbject to tax or the value of••••• [}<m:Y •••••$2,500.0C Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. .'--'to RCC-37 °(12-631-.'-.. COMMON.WEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ,c SCHEDULE "D" BENEFICIARIES . BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY lave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Eleanor R.stone Daughter Yes All Box 265 ., Ellsworth,Pa.15331 i I . . .. ~ I Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF Will Administration t No. P.J THE Year . (Executor-Administrator must complete "As Reported"column #1.) 0 ...,'"0 ~......(1)(1)0 ll>...ll>til ::s til -til til 0...,.....,::s '"0(1)e:........ll>til 0:><'"0 '0ll>(1)cr'...... ~0 ~'0 ~(1)... til ......'<ll>...(1) MARY HOMME,also known as MARY R.HOMME ...... Deceased La.te of......ELLSWO'RTH..... REPORT AND APPRAISAL Commonwealth of Pennsylvania County of.WASHINGTON .. .~ ~ .. U1'Ol :f\.,)> 'lit :_CI:I •.. \0,-...1 ~_OO'O.g_ \0:0 0 - •:.""1 -...10 et -...10 .::: -(II')-(II')-(II') ,~~J\~ ~N;~8 ('t-:8"tv: :..,-",:3,~G 5'".0 ~,'-1,c.. enc:::~~>~ W en en ~ ?'"~~q ~>~ • U1 \0 --Ol 00 \0 ,-...I,-...I, -(II')-(II')~ -(II')-(II')~-(II')-(II')-(II') ~: o~. ~ ~. --- ,' .... ....__.""----- ... !-'--..,' '" J ,... r~.:I' f ~"- ·.]r I J0.,..;It.d t:,_)/" G"';r~~.-- ~~~~ ~{~~::'~ -_..~ ij <~-i f I f,~7 ~'i~ f l ~,.././,I J.D.COsta,Esq. 'rId "i/,._.I ••:.;ItfN ''J.i.,l,)1-,1('7'7 ,"o'4L :]0 w"1~)!I!'..,;r .'t,o ,)IfI,.'.,:1(,1 lj.,":::jT('Ji-J...01//1 "'."';"f:::y/eJ:Jlt'•.",-,(j ,,,,"/j S'S'nt.I (;//./;'1 J )'/c RCC-81 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT ELANOR R.STONE (Executor~ IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division 38-193-9 J In Re:Estate of MARY HOMNE a/k/a r~ WASHINGTON Cou nty - FileNo._-=6"""3'--...L71=.--I7--17-'='8 _ DearMiss Stone, You are hereby noti fied that the --'o=r..=i=g=in=a1=-_ apprai sement in the estate of ---""MA.....R.....Y~HUJO....ivJl"",m"""i"___ has been fi led in the office of the Register of Wi lis of_--"W~'A""SC=..!H=IN"-!:G~TO"'-"'-"N"--_ County on December 7 ,19-71.,Said appraisement reflects the following valuations: Real Estate '.:::=2~,7.LO=..:O~~,-=O:.=O _ PersonaI Property -.,;..56u-,~9~8.>-i9,-+.+77+------- T ransfers _ Jointly Owned _ TotaI ----..L5J-.9,~6"-"8<-«9--"-•.L77.l---------_ 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 dote 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 __--::JJe='.><.cEm~b"-'e~r'----'-7~,_'1""_97LL=1=____Signed _--=-MA=D=EL=IN=E=-'.;:..F.=I=NNEY==---_ Title APPRAISER I DATE OF DEATH:July 15,1971 Note:This is not a bill. SUMMARY RCC-39 (~68) C~\<tONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of.....:..:.HO.:.:~~>1ME=--=MAR=~Y'-----!a~/uk~!~~l.....-DATE OF DEATH----.:,~~~--f£' (Last Name)(First Name)(Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:__De_''_c_em_b_e_r_7~,,--1~9....:..7_1 _~. INHERITANCE TA~R 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) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE VALUE AS REAPPRAISED $-------+--- Valuation of life estates or COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on $----------t--~ Tax on $----------t--@/ Tax on $5% Tax on $10% Tax on $15% ~~ptioos * Total Estate ...+-__ TOTAL TAX $---------'4--- $-------4--- $-------4-- $-------.+-- $--------1-- $1..--_ (*)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 :::::::::~t== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $__~_~L- Estate tax paid $-...Il- BALANCE DUE $---------~ Add interest at rate of 6%from t= ------I:t'o-----$-----~, TOTAL TAX BALANCE $------l PAID $-1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will !...No.Admlmstration IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF .M.MY.I:I0~.a/k.!Cl ... Deceased Late of ....ELLSYlQRTH. County of .WASIUNG'l'O!L Commonwealth of Pennsylvania REPORT AND APPRAISAL ) .0'. }o"'unn RCC-2 I.COMMONWEALTH OF"PENNSYLVM~IA DATE ......D.e.c.emb.er.....7.,....19.7.i.................... DEPAR.TME1-JT OF REVElIil!.E RESIDENT INHERITANCE TAX COUNTY ......WASlUNGTON..........................BURE,&U OF COUNTY COLLECTIONS .............. to'--HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.·..9..1~.7.l~77.$................................................. Whereas,...................................,MARY....HOMr1E...a/k/a.........................................................late of ............~W9:[~r.!.I................................................................... in the County of ...................................WASHING.TON..................................................................Commonwealth of Pennsylvania,having died on the .....................................15th............................................day of ......................J.uly............(............................19..·71.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.................................MADELINE...FINNEY................................................,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ REALTY: SEE COPY OF SCHEDULE "A"ATTACHED TO APPRAISE14ENT ?7()()nn PERSONAL: SEE COpy OF SCHEDULE "BII ATTACHED TO APPRAISEMEN'I'r:,h.O~O 77 I I total 59.689 77 - i I I form~;V:~hb~~::rh:SW~~~:~~:re~~b~Ce~;~~?~t:. AppraIser .........................................................................................................................................................,. (Number and-Str~et)...........................UL~..................,.................,Penna. ost Office) ~1ASHINGTON County RESIDENT INHER.ITANCE TAX APPRAISEMENT Estate of .~~.I:I9.~1l.~..C3l~j~. Deceased. Late of .....ELI.S1'lORTH.. Date of Death,..··.·..····7 15""71 . Appraisemellt Docket Vol.,3.$:. Page,+.93.::9.No..f:>.3.~7."J,~.77.$... Filed in Register's Office,De.c 7 JfTl1 . Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined ancL Approved,;:.. Wrote abo.ut Appraisement,. Appeal ft-om Appraisement,. Entered and charged,;. ij "..:,~~~ " ..f_e .L ESTATE OF MARY HOMME,a/k/a etc. AND AGENT OF THE COMMONWEALTH '"'S "DU""""'D9,9J tUMOF$/... ~~~~..~7~ EllsworthLATEOF _ . STATEMENT OF DEBTS AND DEDUCTIONSCOUNTY Form RC C·lO,"...c1FFICl!.0';:THE _~REGISTER OF WILLS o~Washington DATE OF FILING APPRAlSEMENT DAT5 OF DEATH _....;;.J....;u,;,..l...:y~_1_5...;.,_1_9_7_1 _ DATE NO.OF NAM&:OF PAYEE REMARKS AMOUNTVOUCM5:1lI Register of wills Letters Testamentary $15 ~OO Washington County Reports Advertising Letters 14 00 Valley Independent Advertising Letters 12 75 Register of Wills Filing Inventory 15 50 Register of Wills Filing Account 16 .00 Thompson Funeral Home Burial Expense 1,600 .00 Thompson Funeral Home Ambulance Service 50 .00 Robert C.Gordon Ambulance Service 50 .00 Quinet Monument Co.Memorial 318.00 Eleanor R.Stone Family Exemption 1,500 .00 Notary Public Notary Fees 5.50 Eleanor R.Stone Executrix Commission 3,000 .00 J.D.Costa,Esq.Attorney Fee 3,000 .00 Russell Marino,Agent On Acct.-Inheritance Tax ~,850.00J M.w.Graham,M.D.Professional Services t .00 P.C.Smith,Jr.,M.D.Professional Services 24 .90 Total •••••••••••••••.••••($12,479 .~ ("l~...,.4,v~l\~...~._P-L .-lrALI,,)/.r---'"~!J""'·V·'_~'""'7'2 ,~'-L -~ (!t,....J ~~-/12,J.I I",-~AA:dY1 ....7')~ V - DAY OP' THERESA MUTO Notary Public.Canton Twp.•Washington Co, My Commission Expires September 3,1973 COMMONWEALTH OF PENNSYLVANIA }' COUNTY OF _-==-W.!.!.!::!a:Ss~h~ii:.!n.!:g;.t!:::o~ne,--_S8:Eleanor R.Stone I.-----=:.:::.:==--=.:...:-.-=-=-=-::.:..:.-------~~---__HEREBY CERTIFY.THAT.TO THE BEGT OF MY KNOWLI!:DGE AND BELIEF,THI!:FOREGOING IS AJUST -\liD TRU E srAT~E~T OF DEBTS.FUNERAL EXPENSES AND EXPENSES OFADMINISTRATIONSU.ElMITTEO TO 'HE ESTATE OF Mary Homme,aj 1>.1 a etc.---=------:-.:.....---DECEAtlED.AS DEDUCTIONS FORINHERITANCETAXPURPOSgll. SWORN AN~~SUBSCM~¥ci1EFORE ME THIS 7~th __---t2Z~~k?b.ftUbJJ,le __ .. In the matter of :the Audit of Account filed in the Estate of /J IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. )Date 01 deotb 1-/..5--1/ \No.__778~~971 Term,19__,A.A. IHomme,Mary Deceased )Docket 38-193-9 TO THE AUDITING JUDGE: Enter my 'appearance for the Commonwearth of Pennsyhnania,claiming tIlansfer inheritance tax in the above estate.as follows: ~:'appraised V1alue of Estate:Realty ._...... .__...__...._._..$~...,~lJ_J_()_O_,_(J_O, Personalty .__.__...__...._._.....__._.$__~__-_t~/.~fJ.!!'-~4-t.~.-.!...7~J __ Additional Assets per Account,Subject 'to Tax .__......._..---....----.-------------------.-------$-------_ Additional Assets per Audit.Subject to 'Dax --------...-.-.----------.-----------------------------------------------------.-----.-$ GROSS VALUE . .._....-----.-----------.------.--------------.----$--- CR. Debts and Expenses per Account;see Note I ;------ Add~tional Debts and Expenses per Audit ) $_ .1J;~-~~----- TOTAL DEDUCTIONS, $-------------~----- $_~~r_~_ $-t--ef-tt~~t ~-~- G"~vro~A=:I~N_S'-qb ry/1 7.- Less Deductions------------------_Lm~~~ Clear VaJue --------.-------.----_'t q ytt~/f:,V' )-~q¥eel;.',==-__ 'I1ax· able at 2%)-- --_Vr§J~1J U ;1-------------$ 1~')__~~~_~~~~~~~~_~_-_-_-~~_-_-_---$-_L_ ...--.-.---.-----..--------------.-------$:k...!i 'J£_-~~ NOTE:The fol:Iowing credits claimed in the Account are held not deductible 'as against the tax: TAX PAID ON ACCOUNT ~fl.$c;)~'O.O?)9 ~o1:11------------__m ••••••••___ -~C•$1..5-fJ Q 0 Less amount previously pa,id m __.......m m n m $_?~_r ~ -rf~~- , --...D -T.~~.$....2 (J dO,"<:>Balance ._._... ..._.~I_}_Q -{1;Q $---- $ --, Interest__yrs._._mos-__days@ __%-------------$ TOTAL TAX AND INTEREST DUE ---..--------..-..-----..--------------.-$__ (')I~ 03:"03::ll0»z 1I1~(') 1I1 "0 t-z:j»1I1 ~r-I 'T1 ~t J:'T1 0 0 0 :ll 'T1 ::a » 0"0 "0 "%j j1I1"0'"Z 1I1Z»l/l :ll0(»...r z '"~(') I 1I1Z i:; ~>~~Q.. IN RE: 0 3 -7/-7JY /f}-.3 Y-/?J-Y Docket No.1-'Ott 107 J PETITION FOR REFUND of Transfer Inheritance Taxo AND NOW TO WIT fa•Ao Do 19 • I certify that the foHowing is the action of the Board of Finance and Revenue of the Commonwealth of Penr..sylvania in this matter: "And now to wit 7':1•A.D.19 .u • Refund is hereby granted in the amount of $ BY ORDER OF THE BOARD OF FINANCE AND REVENUE GRACE M.SLOAN.State Treasurer and Chairman J o SHANE CREAMER.Attorney Gener'al Co DeLORES TUCKER.Secretary of the Commonwealth ROBERT Po CASEY.Auditor General Oommonwealth of Pennsylvania j BOARD OF FINANOE AND REVENUE Treasury Department FINANCE BUILDING HARRISBURG Mr.Russell Register of Court House Washington, Dear Sir: July 19,1972 Marino Wills Pennsylvania In re:Est.0 f Ma ry Homme.1-15,197 • Washington County Docket #38-193-9. Your statement that was forwarded by Attorney Jess D. Costa,in support of the claim for refund of inheritance tax,indicates that the debts and expenses are in the sum of $9,693.15.The file of this estate,submitted to us by the Department of Revenue,does not contain any statement of deductions,and on that record the Bureau of County Collections has determined the tax is underpaid in the amount of $523.81. It is essential that the official record contains a statement of debts and deductions that bears your signature of approval in order that weimay determine the exact amount of overpayment and thus permitting us to proceed with the Petition for Refund that Attorney Costa has filed with this office.Will you please furnish such statement at your earliest convenience.Thank you. QLV;Y~j2~_, Edwin W.Schwenk,Sr. for Richard M.Wagner Secretary PRESENT RECEIPT WHEN LIFTING INSTRUMENT Washington,Pa.,~~:..J.2..-::...7....7::::::..;;:..19 .. N2 7312 RECORDER'S OFFICE RECEIVED OF___~_.-l2:J.~__..- ..~:::£~:d~~:!.8~:;:-p~:::-~:;;:~:::-~;:~~"'"ro,"cd Fees $G...fL.9 //1/1~II t 1(') State Tax $1"~.::!..{L.Cl..!.l.t:J f.:J.~ri...:.!..~~.~£l Certificate and Seal $....................(J TO Registration Fee ....$....................~ Satisfaction $. Total (J.!:SJ... State Realty Tax $. -Recorder of Deeds ·'.',' ~ """, ,.'.1 •'I' 1 500 1 4 o 0 1 2 7 5 1 5 5 0 1 6 o 0 1 6 0 0 o 0 5 0 o 0 5 0 o 0 :3 1 8 o 0 1 5 0 0 o 0 5 5 0 :3 0 0 0 o 0 :3 o 0 0 o 0 8 o 0 2 4 9 0 5 2 o 0 1 1 5 0 9 6 9 :3 1 5 ."'.' 5 0 0 o 0 5 0 0 o 0 ::( 5 9 6 8 9 7 7 9 6 9 :3 1 5 - 4 9 9 9 6 6 2 s 4 9 9 9 6 6 2 ~~ 9 6 9 :3 1.5 5 0 0 0 0 ! ,-C"\.~"".:1......r;:;.~tt;.•1 Z,5 ~}.r::0 2 0 Q.C 0 2)7~:::')S ~/3 :;,':.~a 3 7i 7 9 :'.5 2 6;3 57 .3 2 3)5 '.2 .6 ~ l:/3 :5 .:3 1 ~0 .:J 5 ~,:=s .-:7 S - ,.....,C'7"7~ )-'-I:)..)~••I 1 Afttrtuutt ®f fxrrutnr (1)r pmm I"'·-~4"'--~;:.&:....-;;. .",..?1 .-.~_..-.-!-~., .C;;;..-'Altwtlltntratnr .- ~ttttf nf'ftttt£lylUUllitt l .Qt01tttty of IIun11iugtntt ).an: )h·-1 .d·th ··t Notary Public .d f 'dIersonallybeforeme,t e une erslgne au on y,a _,__III an or Sal County and State,appeared ~:1-.~.~~gE.:g.!_~.~.~~~__..____who,being duly sworn according to law,deposes and says that s he is the executor or administrator of the es- tate of ._~.~;!;.Y...?.~~~_.___._..deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ..J1~f-y R9~g _.., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to'be the fair value of said items as of the date of the decedent's death,based upon a just apprai::,ement of each item made by the above named Executor Administrator.. .d ~~~f~l:.~~gtdt:s.~.~~cribed be 1 f 9 ore ;;thiS ~/}?;~t?f ;S~. i>y ,cf :~.:~..~~.Executor-Administrator ··················~·-~UTO·····························. '-Notaryr~blic.~n~nfwp.,Washington CoADDITIONAL INSTRUCTIONS 1.'A~Y fir~~~ti3}~j~ultPi5~bfil~(f\vithin three months after appointment of personal representative. 2.Asuppleme'ntal inventory must be filed within thirty days of discovery of additional assets. 3.1 O:-iginal 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 ;-----:_~••__._.._.__~~••••••~~4'_~•••__•__~_._....•••~._......•••_••_ ~__......M_''_••__•...__n__......_.__.._.~__~__••-M•••..._•••__~..'~.•••__'-=.;:;..:=.,':-__00 3}uUftttnfY ttUll APPftti.6fttttttt of the goods and chattels,rights and credits which were of ~?:~.Y..?.~~~.late of ?~~~.~<'?~.~P._.. Washington County,Pa.,taken and made.in conformity with the above affidavit. DOLLARS CENTS PERSONAL PROPERTY Cash........••..........•..•.•..•.•.......'.•...:....•...•..eo $ II 1,880.00 ,i:Mellon National Bank &Trust Company,Charleroi Office, Savings Account No.16579 •••••••••••••.•..••.•.•..•~•..•.••.37,794.52 Pittsburgh National Bank,Charleroi Office,;; Savings Account No.7805 .....0 ••••••••••••••••••••.•••••••••~, :/ 29 u.S.savings Bonds,Series "E",.having a maturity value of $100 each,with interest thereon•••.•.••• 6,357.32 ! 3,542.60 71 u.S.Savings Bonds,Series "E II ,having a maturity value of $50 each,with interest thereon•..••.••••4,815.33 10 u.S.Savings Bonds,Series "H",having a value of $500 each,issued January 1960 in the name of Mary R.Homme or Eleanor R.stone,~of which is subject to tax or the value of.........•............•...........·.•.2,500.00 100.00I -1956 Buick Sedan having a value of••.•••••••••••.•••.••--..=.;::.....;;.,..:;..;:;....;;. ~L PERSONAL PROPERTY•••..•••••..••••••...•.••.•..••••.,••$56,989.77 REAL PROPERTY 2,500.00 ALL that certain tract,piece or parcel of land situate,lying and being in the Borough of Ells\"1orth,in the County of Washington,in the,common~ealth of Pennsyl- vania,that is designated as Lot No.4/~n Block M,in a Plan of Lots laid out by the Bethlehem-Cuba Iron Mines Company,and recorded in the Office for the Recording of Deeds in and for said County of l"1ashington,on July 5,1945,in Plan Book No.7 at pages 133 and 134,said tract,piece or parcel of land having erected thereon a house_known &referred to as No.7 Oak Circle_,,~---...-. 1 "'-f--~$caVlng a va ue 0 ....•..•'....,-;-0,"••••••••••••• -~-~---.----.-'" -'---'------'------'----=----~----'----------_.._---_.- ~~------------------ '\'~•jt··-. ALL that certain tract,piece or parcel.of land situate,lying and being in the Borough of Ellsworth, in the County of Washington,in the COIfu'Uonwealth of Pennsylvania,bounded and described as follows: 200.00 TO'l'AL REAL PROPERTY .•..•.•~•• . . . • • •• . • . . . .•.•.••~•...••••..•$2,'$00,,00 BEGINNING at a true point of beginning,the location of which is ascertained as follows:Beginning at an iron pin at the intersection of the southwesterly line of the easterly portion of Oak circle and the divisi'on line between Lots Nos.4 and 5 in Block ~,1,. according to a Plan of Lots lai.d out by the Bethlehem- Cuba Iron Mines Company and recorded in the Office for the Recording of Deeds in and for said County of washington o~July 5,1945,in Plan Book No.7 at pages 133 and 134;.\thence crossing said easterly portion of Oak Circle,North 54°32'05"East,30 feet to an iron pin in the northeasterly line of said easterly portion of Oak .Circle,said iron pin being the said true point of beginning;thence along said northeasterly line,North 35°27'55"West,37.20 feet to an iron pin;thence extending northeastwardly,of that same width of 37.20 feet,between parallel lines at right angles to said easterly portion of Oak Circle,a distance of 150 feet to the southwesterly line of the westerly portion of Larch street;containing 0.13 of an acre,more or less, having a value of..........•.................•.•...•.. TOTAL PERSONAL PROPERTY and REAr..PROPERTY..•.••.•••••.••...0 •$59',68-9.77/ ..~-i, ..,,.; ...~... ... .'>t,. '... Testate Form PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY 1 Estate of ~.gX ~Q~L..?-.~~9 ~.~9~~~~. MARY R.HOMME, Deceased 63-71-778 A ANo. Fiduciary ~~.~~~~E ~~...§.~9.~~.L . Executrix ~~~~~~ Decedent's death ~~~x:~.?~~.?.~.~Grant of Letters '!.~.~¥.~1.~~.~.?~. This is the ~.~~.!?'!:~~.<?:.X!p..~~account filed in this estate If there have been former accounts filed in this estate,list file number or number and term ~9.~.~. Election to take Under or Against will.(cross out one) Date Election Place of; Filed :--:::::-:..................Record ::::-:::. Name of surviving spouse ~~.~~. List issue,where material: Eleanor R.stone,daughter Did decedent marry after execution of will?(indicate)X'JfK No.Any children born after execution of will?(indicate) ~.No.If answer yes,name them . Leg.atees Eleanor R.Stone Relationship Daughter Interest All Fiduciary,if deceased or not sui juris None Required. List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: --------------------------------No Exceptions --------------------------- If partial intestacy,give facts: No partial intestacy ----------------------- Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:~~~~~~P.'!:.~.2~. File copy of Notice and date of maiIing w.:t::.:i..t.:t.~m m~:t;;i..<;;e.•.<JiY..e.n..by.E:KeC.utr.ix.,..,,. Is estate subject to the filing,of a Federal Estate Tax Return?~.9.;;,.;.." Actual payment made on Pennsylvania Transi~'r Inheritance Tax.Amount $..?!..~~9.!.Q.9...9..n s.~P"t!...1.,.L9..7.l If the Will makes any portion of estate subject to a life·estate,give name and birth date of life tenant . No life estate 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 adjudicationr and a statement of any other facts deemed necessary for the preparation of the adjudication: None. Balance for distribution per accountr Itemize any additional debits not shown by account: Totat,additional de~its (A~d) Itemize any'additional credits not shown by account: $~.?!..~.~~.:.~.?. ¢.-0- ·v··.......................•..••.••••• '--:...: Total additional credits (SLibtract) Balance for distribution -0-$. $47,210.12.._----__._---__.._-- If balance for distribution is not in cash,list each item held in kindr giving appraised Value (or distribution Value); Balance in cash...........•.......•.......•..................$44,510.12 Two parcels of real estate located in the Borough of Ellsworth,Washington county,Pennsylvania,fully described in the Inventory &Appraisement filed September 8,1971 •......•.....••.•..•..•..•..•...........•••.$2,700.00 Total...•..•..•••.$47,210.12 -~~-,---------~.---~------ ------_..-------------::---.--------;-:-";;.---;-------------- If Family Exemption claimed by Petition,give place of Record:f.~.:!-.~~~.:h~~..~.~~J.~...P.~.t.~.tJ9.~. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. Eleanor R.stone,daughter (See Petition for Family Exemption filed herewith) List any advancement or distribution on account that has been made,and nature and amount of same: None. Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: Free Methodist Church,Charleroi,Pa ••.•..••••••••••....•..•.••$ Eleanor R.Stone,daughter,Balance COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, 500.00 being duly ~~2~.~doth depose and say that the facts set forth in the foregoing petition are true to the best of ~.~.~knowledge and belief. Sworn .................................................to and subscribed before .2nd 'March 72methlsdayof19. S·t f'·Off"·~,-.e-~~,Igna ure 0 Icer L.-.c .I.'L~. ..THERESA MUTO Title of Officer :NGtiiY.PUllic:ciirtOriYii6:;tmtmfcterrCo:. OHice expires ~f:1.Y..~!!'!!'!~~!~..~?!~~~.~~~~:~~.~'..~~?~. And your petitioner will ever pray,etc. •~"'"'!''!'"',.'"'!'. No..?~:-:.!.~:7.?~A.A. ~72 rllw ?S HUS SEL!.',;t'.l\IN0 REGISTEi{GF WILLS V/p,SHINGTON CO ..PA. .. '. ./ ~ i_.~ 11".1)tI,\"\..,.............""'.....~...~ ........'."",... ~.......~...::...,.-.)~cn'::_I'~\ -=rr:.~~"":......,.. ~.;,~.. -=:.;?-.•!'",...."·/C '"..~"••' ;".r.., /'/I"'"IIf·tP'I \\" Pt1 12 55 ;".r'\ ,q ~j I-f .1:..--~ j"'!,-II , Fiduciary.....~.~~.~g.:R..g.~...~~.Q~~,..... Executrix E MARY HOMME,also knownstateof"._ Deceased PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL as MARY R.HOMME, Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:po rag raph 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 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.. a.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. Jess D.costa Attorney""'2