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HomeMy WebLinkAboutOC1971-0835 - ESTATE OF LOUTTIT----~------~---~--------------""""'-=.~="''''''='''''''''''-'''.'-'''"'''"':-'"'''''-,.,,-----------_........"".."'.,....~_. J.-- (fiommouwraltl1 of 'rnn5ylnanta.t 55: IJa5l1ington QIOUtlty.~ KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 4th.day of May A.D.19 70 ,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 J.L.Louttit James Leonard Louttit ,A/K/A J.Leonard Louttit,A/K/A/ late of Peters Township in the County aforesaid,deceased, Mary Ellen MeC Louttit (a true copy whereof is to these presents annexed),was duly admitted to probate;and rix the ExecumK in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino grant these LETTERS TESTAMENTARY,unto the said Mary Ellen MeC Louttit ,Register as aforesaid,do 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 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 provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,~ha,ye hereunto set my hand and the seal of said Office at Washington,this 4 th. day of May in the year of our Lord one thousand nine hundred and Seventy ~r.......................................................................................................~ Register =+';... ~oM...+'::.p ~:::la0 Ii.H:<j 0...IiJ res N ~I-f.i teo.~cda~III 0IiJeQ)H ~OJ......(!)eo.S~t\1!-;) I I__,_~~,J ./~---J. .LAST WILL AND TESTAMENT -of- JAMES LEONARD LOUTTIT *** I)JAMES LEONARD LOUTTIT)of Venetia)Peters Township)·Wash- ington County)Pennsylvania)do hereby make my Last Will and TeE!tament) .-''",.....' and revoke all Wills by me at any time heretofore made. ITEM 1.I direct the payment out of my estat,e of the expenses .of my illness and funeral. ITEM I!.All the rest)residue and remainder of my estate)real I and personal)-I give)devise and bequeath to Mary Ellen lVIcC.Louttit)my wife) in the event that she survive me)and if she fails to survive me then I give) devise and bequeath all of such residue in equal shares to our three children _ Mary Ann L.Patton)Venetia)Pennsylvania;Margaret L.Frosini)Finley- ville)Pennsylvania;and James Leonard Louttit)Jr. ~~'ITEM III. j. I nominate)constitute and appoint Mary Ellen McC. Louttit)Executrix of this my Will)and ,in the event she is unCl:?le or u~~illing to serve)I appoint James Leonard ~outtit)Jr.)Executor. IN WITNESS WHEREOF,I have set my hand and seal to this my Last )1959.Will and Testament)this L I7f day of Z~1:Cl.vr-- ~./ .r:t:'...1.-r....-t:c"--J L.--:..."r.<.•,?-./L ~ames Leonard Louttit I Signed,sealed)published and declared by James Leonard Louttit)the above named testator)as and for his Last Will and Testament)in the presence ·of us)who at his request)in his presence)and in the presence of each other) all being present at the same time)have hereunto subscribed our names as witnesses.. f !t 'fi-j j " l STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,depose s and says that the above account as stated is true and correct as ~.~~__verily believeS 0 ~ Sworn and subscribed before me this .....~.4.._::..... (9;+/J 'day of .....__._.~.-....-..-.-.-..19...11..... ~-dCV~ LOUISE L:CARSON,NOTARY PUBLIC :'WASHINGTON,WASHINGTON CO.,PA. MY COMMISSION EXPIRES SEPT.15,.1973 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 Court,as evidence by proofs thereaf filed to No 1a.3~'1l:-:.~35 . Wi~S~my hand and official seal this.d~...__._._. day af ...=:t~CSfi,;.:..1rJL. ~~.Tl.~-. Register of Wills o o jr.,_n I !i.,.....1'"""";; DU"''''-'.n v0!:L'J·"K-'l.Ilr\.""'r";'_.II'0EGISTEI~OF WILL;~·~/f,r,:u,~,"',··r·,i•.-\v III ,,'(.,I .,,,(i L"'P1'i ....j .....'i v)••,-i\. ',.\ Fl~•jo.-". -_.-...~,---.._. .... c:!0 "'-....oj ~I'l ~!;:l"'-0 '~ic:!i C) C)~:~<~:...c:!r:.Q ::s1 Eo-!"'-V-l 0: I-l~~~IEo-!"'-~i~E-c c:!..:Ii 0: ::J r:1 <:u1Ji10...Z!0: U)Eo<~E-c i .I-li ~it'-<I-l i ...~: ~Eo<~Eo-!~·i s:::!~ I ~Eo-!H ~!Q)!~C! 0 ,...1:.~,c:!: t'-;15 ~<i .-(Hi ~! \I ,I o..:lg :~1 ~:C!~Eo-!!::S'::Si(Ij >l .,: U)~Q j.:I t'I.l:0:0:IX::IX:i H:Q):0: t'I.l <!•l-li tIS!~!01 f ~ZHr:.ti ~l ~I <I00:i<~io :Z ~..:I~:! ".. "',..., j \ \ 4 •~• 63 -7u -~;;6' i\ffi~auit (@f 1£xrrutnr (@r i\~miutatrutnr J ~tatr of 'ruu.ayluauia } (ttouuly of lIa.a4iugtou .an: P II b f th d · d th·t Notary Public . d f 'dersonay e ore me,e un erslgne au orl y,a III an or 'Sal County and State,appeared ...M~~y....~.!J~.~...Mg~..~..J~Q._g};.t.!:t ........•...................who,being duly sworn accordin~to law,deDoses and says th~/S1e is the executafi!t~M&"'of the es-James Leonara ~OU~~1~"atateofJLeonar.cl Lout.ti.t.,al.0eceased,that the foregoi~scherl1:lles constitute at·t /kJLLout-tit·tJames "Leonarl1 LOU"!;1 ,a complete inventory ana.appraisement of the real and personal estate of .J.....leott.~~QtIt9ut.t.:i t,a/k/a deceased,except real estate outside the Commonwealth of Pennsylvania;ntatJthe ft)tttr'M-bp'posite 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,4ecedent's death,based upon a just appraisement of each item made by the above named Execu~""'.~!ld:xad:rm:x Sworn and subscribed before me this "~"~"'}'71/J .t /7/:714r!/l .,L7 ~~ayf ~19 71 //1.kf······~//./.···(y··~.···..~:,.....V ~.mmm~x "~,~~..,"..~.(!,)~................ExecutrixC~RSO~{~01~6~~~~L?~.ADDITIONAL INSTRUCTIONSlO\}\St.ti~10~''-N I\\W~\t~toj.~,Ih9J~t be filed within three months after appointment of personal lIepresentative.'-N~S\1\\SS\~t.~\ihl>Plemental inventory must be filed within thirty days of discovery of additional assets. \'fI'{cO\'fl\'fl 'S~.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 JJu1trutnrudan~"iJUftai.armrut .of the goods and chattels,rights and credits whichJamesLeona~~LOut~~,a/kTa . were of ..J Leo.nar.d..Louttit..,a/k/a late of ~.~.~.~.~~~~~~.~.~.~p.. J.L.Louttit Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS Undivided one-fourth interest in cabin on ground leased from the Commonwealth of Pennsylvania in Cook Township, Westmoreland County,Pa. 158 shares common,Sun Oil Company,@·35.8125 107 shares common,Columbia Gas System,Inc.@ 29.875 10 shares common,Landa Industries,Inc.@ 1.25 Balance of distributive share estate of mother,Maude A. Louttit.Estimated 125 00 5,658 38 3,196 63 12 50 500 00 9,492 51 ,/t::2-8'8" 6 3-70 -~?t. Inventory and Appraisement IN THE ESTATE OF JAMES LEONARD LOUTTIT,a/k/a J.LEONARD LOUTTIT,a/k:/a ~.~~.~~9.v.TrJr.. .': -z::::::::::s Filed ,19 71............ '"•--..l-:::::::::7 :::n -~..>rq :::::':1(j)G')'-=(,n <~,:r::-- ---t-(n [,r) ,J J...,"_.---i r-7"")rn f-,);--,--oj ::w ~.-v .......... ~,~"~-::J -.~--r'j "- ~ r-.. :;£'.,-C) 0-"-........,r--..-0 r-0 '--'-'!>(j) C::::O A:~g'.z.,<~.gc..z. SAMUEL GOL~Ri3 ATTORNEY AT LAW 514 Washington Trust Bldg. Washington,Pa.15301 ,1' COURT OF COMMON PLEAS ORPHANS'COURT DIVISION FOR THE COUNTY OF WASHINGTON,PENNSYLVANIA IN THE ESTATE OF ) JAMES LEONARD LOUTTIT,also known ) as LEONARD LOUTTIT,also known as ) J.L.LOUTTIT,DECEASED ) NO.63-70-476 The FIRST and FINAL ·ACCOUNT of Mary Ellen McC.Louttit, Executrix of the Estate of James Leonard Louttit,also known as Leonard Louttit,also known as J.L.Louttit,late of Peters Township,Washington County,Pennsylvania. The Accountant is charged as follows: Inventory The Accountant claims credits out of the assets of said estate as follows: Register of Wills,Letters Testamentary and Short Certificates Washington County Reports,advertisement Letters Observer Publishing Company,advertisement Letters Guy Rogers,preliminary work on estate Survey map Register of Wills,attestation of Will copy Register of Wills,filing Inventory Walter L.Kennedy Funeral Home,funeral Finleyville Flower Shop,funeral flowers Quinet Monument Company,Marker Betty Graham,nursing Mayer's Drug Store,account Shadyside Hospital,last illness Mary Ellen McC.Louttit,Widow's exemption Internal Revenue Service,Federal Estate Tax Samuel Goldfarb,Attorney for estate including non- probate items and Federal Estate Tax Return Notary Register of Wills,filing Account $9,492.51 21.00 14.00 14.00 15.00 1.50 .50 3.00 1,789.63 67.84 185.00 70.00 32.63 65.40 1,000.00 3,777.49 2,000.00 6.00 16.00 $9,01&99 TOTAL ASSETS TOTAL CREDITS BALANCE R E CAP I T U L A T ION $9,492.51 9,078.99 $413.52 '---------_----!..!.-_-------------------------- !., .'.--_.\ ,....-EXECUTRIX'!iNOTICEIEstateofJarrilrsLeon'ard Louttit. I a/k/a LLeonar.d::"i~a/k/a J.L.'·. ·Louttit.·deceas -of Peter~I~~~~:~i~~W i County. Letters.Testa'"upon theaboveestate'liaVin,g been granted·to the undersigl1~:J!~~•.!ce is hereby·given to those::mdl!6teli'thereto to.make immediatet~payment;and to i those having claims or demands to I present'them for settlement. Mary .Ellen McC.Louttit I R.D.-#1Venetia,PennsylvaniaJohnH.Davidson Attorney I231WashingtonTrustBldg.Washington,Pennsylvania UI301 I1._~_~70~~E!!:.:~.!j Observer .Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:,.,. Personally appear·ed before file,a Notary Public in and for said County and State,Ri.~h.~.~.4.§..~G.Q~~.~,who being duly s,worn according to law,deposes and says that he is the ..Se.cr.etar.y... of the Obs'erver Publishing Company,a :f'lenns,ylvania corporation,and its agent in this behalf;that the said Company is,the owner and publisher of the Observer-Reporter,succ'essor to The Washington Observer,established Septelffibe'r 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspape,r of generalcir'culation,printed and publis,hed and having its place of business at Washington,Washington County,Pennsyl. vania,where it or its predecessors have been established and publisrued cO'l1tinuouso}y for more than six months'prior to the publication of the notice hereto attached;tha;t the pr.inted notice or advertisement hereto attached is a 'copy of an official advertisement,official notice,legal notice or legal advertis·ement,exactly as printed or pUblished in the Obs'erver·Reporter in its regular editions on the following date or dates;:. ................................M.~.Y 4..,J.:..t ~~.4..t.~.!19.?.9 __ __. that neither true affiant nor the Observer PUblishing Company is interested in the subject matter of s,aid notice or advertising and that all of the all-ega- tions'of this affidavit as to the time,place and charaeter .of publication are true...__b~.L.~ v Sworn to and subscribed before me thiS...18..;da~r.M~Y"j.1.97..Q .. ../#~fT2I//,~~. MARGARET M.BRADLEY.NOTARY ~BUt /WASHINGTON,WASfilNGtON COUNTY MY COMMISSION EXPIRES MAY 6,1972 "- Wasbington County Reports sa:SQ:tR:H::M;ltIW="R••'lF 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 t STATE OF PENNSYLVANIA (88. 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,theofficia~legal periodical for said Washington County,publislled weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COL'NTY REP9RTS 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 adver- tisement 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: .........Mav.7..,14.,....21.,.1.91.Q . ...Estate Notices The Register of Wills 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 hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. •••• • •• •••• • • •••• LOUTTIT,JAMES LEONARD,a/k/aJ.LEONARD LOUTTIT,a/k/a J.,L. LOUTTIT,Dec'd. Late of Peters To~nship,Washing- ton County,Penna. Executrix:Mary Ellen McC.LouttitR.D.#1,Venetia,Pa,' Attorney:John H.Davidso~,231 J. Washington Trust Bldg.,Washington,I rPenna.15301 , ~.-~--' that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of <",,fHd,~<""<"'<;m,.~'t;<h,?UdOO~. ..........-j.t:, "..~,!!!""..:::-.,.Z.~t.-./.'__------._./'.'E~ty~ Sworn to and subscribed before me this .-_•....:-.-; .?:!~7day of....}:~~.Y..,.J9r1.?.9.-· ......;rl!...l;!~~rZ·k~ Notary Public KATHERINE C.NICHOLAS,Notary Public Washington,Washington Co.,Pa. My Commission Expires Novem;ber 1,1973 1Ju t~r ~rp l1aUB·illnurt of lIaB~iuBtou ~ouuty In the matter of the Audit of Account in J Estate of JAMES LEONARD LOUTTIT, a/k/a LEONARD LOUTTIT and J.L.LOUTTIT,Deceased TO THE AUDITING JUDGE:. .No.__63_-70-476 ,~x my AccountantEnter-=--appearance for·-=.:::..::-:.....:._ .__--===::=.:=-,19~ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. F 'I ,-D .'1..#t.1-,No.63-70-476 xx~x1f*"x Y72 JkH 20 Pl1 4 I R In re Audit of Account in Estate of • RUSSELl..MJ\R!H0 REGISTEft OF WILLS WASHINGTON ca.,PA. JAMES LEONARD LOUTFIT,a/k/a ,.-...-.-- LEONARD LOUTTIT and J.L_~.__ LOUTTIT,Deceased AUDIT Jrarripr fnr Appearance FOR ___M~!X Ellen McC.Lout~it~,_ Executrix Accountant SAMUEL GOLDFARB Attorn,ey .·.,,$n2 ------------.., Testate Form PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY J JAMES LEONARD LOUTTIT,a/KiaEstateofc . Deceased No ~~::-.79:::1.7.~. Fiduciary...Mary...E.lle.n...Mc.C wu:t.ti.t.,.. .................E~e.c.utrix . Date of Date of Decedent's death ~p.?:'JJ ~.J••J~79 Grant of Letters M~.Y.~.J.••J~.7.Q . This is the ¥.J:?:'§.t..~~.~..;JfJP_.~J.account filed in this estate If there have been former accounts filed in this estate,list file number or number and term :. .........................No.ne . Election to take Date Election Place of; Under1Qx*PB w~~J¥~~~~h°1')6~this Audit p:ili~iOIi·~·······························Record ~. Name of surviving spouse M~.:r.y ~JJ~.J;t..~~P...'!.~g.-g:ttJ.t..:. List issue,where material: Not material. Did decedent marry after execution of will?(indicate)X'lUC No.Any children born after execution of will?(indicate) Yes.~.If answer yes,name them . .-.._------_._------_.-_.._----_._---------_-------_.._-------------_.._---..----.__.._-__.._-----------.__._.._._.__._.__._---_.-_-..-_----_._.._.._.~.-..-----__._----.. Leg.atees Mary Ellen McC.Louttit Relationship Wife Interest All Fiduciary,if deceased or not sui juris List,if exceptions to above: None If partial.intestacy,give facts: None Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.2NcK If any exception give cause:No-ne . ., File copy of Notice and date of maiiing ~.~~.~~~~<?X.~.~P.~!.~.?-'-..}~.'!..+.)~~p.y.~~.~~.~.h~.~L.~~~~.~~.~. Is estate subject to the filing of a Federal Estate Tax Return'Ves.Copy attached hereto ...-.. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..~.Q9...•.9.Q.~. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . None 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. 1.The Cleveland Clinic Foundation,2020 East 93rd Street, Cleveland,Ohio 44106,general claim for $8.00.Denied. 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: Federal Estate Tax Return not yet audited,and Accountant individually will assume liability for and make payment of any possible additional tax after said audit. 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:..~....::;~ Register of Wi~l,on account inheritance tax Total additional credits (Subtract) Balance for distribution $. $..~Q9...•.9.9.. $..~.~.~.~.?~. $..2l3 52 . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); ~.,' • Cash. One-fourth interest in cabin,per Inventory $88.52 125.00 $213.52 J.r If Family Exemption claimed by Petition,give place of Record:N.Qre . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. Claimed,paid and credited in Account. List any advancement or distribution on account that has been made,and nature and amount of same: Undivided 1/4 interest in cabin on ground leased from the Commonwealth of Pennsylvania in Cook Township,Westmoreland County,Pa.,taken by . Accountant in kind as an advancement,confirmed herewith~at inventory valuation of $125.00. Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: :,,:All to widow,rMary Ellen McC.Louttit,sole beneficiary under the Will,including the advancement aforesaid in kind. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly §..WQ?;~doth depose and say that the facts set forth in the foregoing petition are true to the best of .b.~h.knowledge and belief. Sworn .····to and subScribed before me this.J:-:-~~day of..!?~~.~~~.~!19..?.~.. Signature.of Officer.~,u:'e.~.d.~ '"Tit~-of Officer.....".....t"mnSf;.l-...GARWN,.N.Q:f-A.R¥..P.LJ.8J.1C.••••• -.'-.-.WASHINGTON,WASHiNGTON CO.,PA. Office ~expires -M¥.Cfn'V}MI&SlON.fX.pI~~.S.&W~15r.!-91.~•• And your petitioner will ever pray,etc. ,O~.~ryr~~:~.~. \............................................................................................"~'!'.. f' l I ,.. .- ...... No..~~::-.79.:".1.7.~.-. Estate of...~~~~...~.Q~!.U~p....~QJl..T1'J.1'.J .. a/k/a LEONARD LOUTTIT and J.L.LOUTTIT .~.........................-.:"D-~~:';~;;~d -.. Fiduciary...1MRY...~L.4f,;N ..MQC.~...LOJJ:TI.IT J ............._~~~g.y:t;.:r.;t.~_ _ _ - . PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-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 servic~of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. ............._..~~.M~.L ...QQ_w~a~_..._.... Attorney ""'.....2 r,.,'~.rn.J C'0r·f1 8/-W··.;a .'ilt_!4-..; '72 JJH~Z0 p~4·,·S fR":llJ.S,50 E1.t tf;~,~Ii ~lQ) REGISTER.OF WT1LlLS ~A$HI NGTOPl C(l."IP'A. .' \-,.-..::'.)\~\.) ,,-.\~i r l \'-.-..... -\\9".. b ,~t:'<-~;,•If'\.\....... ',f1J\" ESTATE of JAMES LEONARD LOUTTITI a.lso known as LEONARD LOUTTIT I also known as J.L.LOUTTIT,DECEASED IN THE COMMON PLEAS ORPHANS'COURT OF WASHINGTON COUNTY, PENNS2'LVANIA 63-70-476 NO.~x NOTICE OF ACCOUNT AND AUDIT You are hereby notified that the fiduciary,whose name appears below,has filed an account as such in the Office of the Clerk of the Orphans'Court and Register of Wills for W ashingtonCounty,Pennsylvania,at the above number and term,and that the same will be called and presented for audit before said Court in the Court House, Washington,Pennsylvania,during the week beginning Deeentber 13 ,1971 . It Mary Ellen Mce.Louttit ~~Executrix ~x SAMUEL GOLDFARB ATTORNEY FOR ESTATE 514 WASHINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA 15301 r ' ..J N THE COURT OF COlvllv.LON PLEAS OF WASillNGTON COUNTY,PENNA.-'.. ORPHANS'COURT DIVISION Audit ,?etition,in this ~state"together with all the necessary exhibits The tax,op which has not ,been paid.But the Return has not yet been and attachments,including a copy of the Federal Estate Tax Return. Mr.Goldfarb? No.4 76 of 1970 Number 476 of 1970,the estate of James • "may it please the Court,I have here the Thursday,:December Hi,1971,at 10:00 . A.M.,EST.. THE HONORABLE "P.VINCENT MARINO, Judge OD the ~aid Court.. SAMUEL GOLD,FARB,ESQ.,of Washington, Pa~,representing the Accountant. HEARING ON AUDIT .. Leonard Lou,ttit,dec~ased.The Ex~cu1Jr.;iiX'is Mary Ellen l\!lC<;'.Louttit and the attorney is Samuel·Goldfarb. N RE: lV1R.GOLDFARB: ESTATE OF- uiII:IIIl-ll:,oll.~THE COURlr: l-ll::::loU.;.. 0( Uii:ILo ..:u iI-III 'aAPPEARANCES: ,J • ~ !:!o·:::l., J:, 5TIlV1E: ), ) ) ) lrAlVlESLEONARD'LOUTTIT,a/k/a r J:LEONARD LOUTTIT;a/k/a ) p.L.L0:UTTIT,) ~) ',J=Deceased.) z Z'IIIll. i _oI-elZ .~BEFORE:<t~ Ct(f I-t ,C..~,l ~\ e .~ I I audited.'The ACeD untant is the widow and sole beneficiary under the I Will.'There Clre no claims or complications.There is,yes,one claill " that is unpajd and denied;a small claim for $8.00..Notice was given 2__~_4!!"-__11-.,-----,--I1__....,.- .J~.. to'the claimant of the same. rrHE COURT:Who is the claimant,Mr.Goldfarb?,r- VIR;GOLDFARB::It's the Cleveland Clinic in Cleveland.'lVlrs. ',Louttit said that they paid for some small visit there a f~w years ago in cash or something and she denies that they owe'd t~is $8.00. :!:z~THE COURT: oJ>-l/l~MR.GOLDFARB: IIIDo T hey were notified? Yes.They were tqe only ones that we had to .io.~z'zl/l<~ .,: U 0::I-l/l a oJ«U a:l., :tI-....(II notify on this ~ntire accounting and audit.The Accountant will assume .any possible additional ltability {or tax after the audit thereof.TherE. is an item that was taken in kind.We ask for credit for the same . " It's an undivided one fourth interest in a hunting cabin on leased grol nd owned by theCommo~wealtq..It IS in Cook County,hut it's implified. We just ask credit for the advancement and the balance is cash., MR.'GOLDFARB:.That wa's exactly the amount claimed by the courity and exactly the amount paid,$93.40:,.which should be credite:l in the Debts and Deductions. THE COURT:Is there anyone in Court representing the Cleveland Clinic in the matter of the claim against this estate? (NO RESPONSE ) ". "I",.~.;' HE'COURT: ,0'';:'•...... ,. ~. The claim 'of the'Cleveland Clinic is dismissed 3 :for want'of prosecllhon. •.,_'",t·-• ,Is there 'anyone else'in Court intereste., ... THE·COURT:··=. ..in th'is de'cede~~'~'estat~? ~ " .'The .~udit 6f'tljis ;account is ordereClclosed " by the:Cour't., - ~. .' ~.. ..' . > . -1(, 'l':.. •.........'J!• +.~'~;~J~:~~'r.,.-~.~,"~ ,, ',.(.~UDIT'e,CLOSED) -'.,w ., '",~..'. ... .'.~ ". •c'"; -~~:.. ,.... ,'1 ...,;I< ,..~. ..;',-.r·' ".'-," " '.. I........•*~~~.,,.~~:'"'\,",.... ......i:~·N.'~~:'~.'.':',...~-+~'.~.'~","... .··"·'Th,~f9r.\t\9.recOf"d ()f)b.a.'l,;~£?Qeedln\lS upon.th~ ,",':~.j"',,,,.',,.,....,~.:-'-<.r'"._.,'~-0\:.~"'''''~_.'....:.,••~":"~.-~.~',,"••,'..', hearlnczof ~e,a:~v~:~~~~~...ber~J~~~~Ved:aM 4U;~tecl'to ~e filed• .~ H~',.~,.".i..........Q ; ....l,.~'. ....'_.t!' .;J;"r'."",', ~~..'.:....•'"t:y ~."'.f:~l\l"1.-.....,~..:,.....'f!. .~J·twreb,.·;~stdf1 that\he .~eedlnU;;and-evidence111..~..,~.'''!L •".>•',i ·,&t$Cotttalned.}'n111 a~d .af?C~tet,·ln ·th~.U,~t~.~~n.b1'cneou ~eheari'nq 0:'..-;~r .~,~,~.~".'f \-""."'"-':,....• t-:-....,'...._...",--~.-__'_'-,',..,-.'_.."._,......."#,",._l..•..._.."..',_ :,j ,of t~e abOv.e"ea~~,,~tl.d.tbat ~~lS 'P¥,~.~.corteettrauscr.tp~·ot the same. '~. ,.... '..>~ • ·f.;/,'.• j In t4r <1!ourt of <1!ommon JlruB of lIu54ingtDn <!tountg. Jrunsglnunin.(@rp4nns'<!tour!Jltini5wn ESTATE OF No.63-70-476 Jame!Leonard Louttit a/k/a J.Leonerd Louttit a/k/a J.L. Louttit,deceased In the matter of the Firs t and Final Account of Mary Ellen McC.Louttit Executrix ,JI $413.52 SCHEDULE OF DISTRIBUTION Balance per account _ ADJUDICATION AND DECREE And now January :l-tJ ,19-R,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereo~ihe ~~Iance for distribution in 'the hands of the Accountant is determined to be $.3.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. Additional credit aske d III t a udi t 200.00 Balance _$213.52 11.00 ........." $202.52 ~4'~.1772..J -jJ.:Q.UI/()0 _/I A"~/l''''''~_L'.'_-'''.eJL.b.Oe..-N.."n(JV7f((u~__ 65.70 """$268.22 Deduct Clerk's Costs &Receipts _ At'torney_--'-S1.Gl!lIwm......!]4I:e~1I".._1.Gu.o.L.IJu.d.uf..ll·ur.:.Lb.l_·1 Contribution to maintain a.saets of estate in kind,for distribution, Russell Marino,Agent,transfer inheritance tax,$48.20 Interest from 7/9/71 to 1/31/72 1.62 Washington,County,Division of Personal Pro- perty Tax,claimant,credit to be taken by the accountant for funds in the amount of $93.4c paid prior to distribution by the Court,I 49.82 $218.40 ~t.t~.1ft";;'~U4~.r:<~~.(]O .....~~ 93.40 $125.00 Mary Ellen Mee.Louttit,widow,residue,in- cluding an undivided 1/4 interest in the im- provements only at 8.hunting cabin (erected on leased lend),held in kind and distributed as such at the appraised valu.e,eredit to be taken by the accountant for advancement mede prior to distribution by the Court,125.00 No balance ~J- 0 ».z.....:t'>~n pn _../ 0 :r uf;o ty l:CD yoot.~a 3 ~CD 0 0 0........::+....CD M ""I tz;; 0..........._.:r t t+CD ::: ..tz;;~, ~."..". r r i r J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION J ESTATE OF ) ) JAMES LEONARD LOUTTIT,) ) a/k/a J.LEONARD LOUTTIT,) ) a/k/a J.L.LOUTTIT,Deceased ) NO.63-70-476 R E C E I P T KNOW ALL MEN BY THESE PRESENTS,that I,MARY ELLEN McC.LOUTTIT,do hereby acknowledge to have received from Mary Ellen McC.Louttit,Executrix of the estate of James Leonard Louttit,a/k/a J.Leonard Louttit,a/k/a J.L.Louttit,Deceased, the residue at a valuation of $125.00 as awarded me under the Decree of the Orphans'Court of Washington County,Pennsylvania in the above estate dated January 20,1972. 7 ~WITNESS my hand and seal this j....day of January, 1972. Witnessed: ~ ~~> l \}J, }~~ 0 1~l ~ ~/~ r .; .. '. .,11 ,.. " Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF tfAS1IllfGTOlf 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.) Wfr~. m#)Jl~J S.:and say i~1~;1~~!b~~~:~---}:::::;;x Late of Pe.lers ..T.ownship..tWashlugton County PDNSYLVANIA::t~.~-;~~;;;;~::-_:~::_::::}'" .............,...l'l I.~.l.Q•....~c.J!~~,.j.~.~. of the estate of the above-named decedent being duly sworn,depose S 9 70 r }........,19 ,{testate leaving a last will,copy of which is hereto attached. (nay)(Y""').~(Month) AprilDecedentcUed .. $M.~....(kl14....b.I.....:f,i:,.\l.~~........................................(514 Wasbiagtoa Trust Building Wash1astou,Pa.········15301 . That as such ..~~~~~.~deponent is familiar with the affairs of said estate and the property con- "(Ext~c\ltor-Admini8trator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINTHOLDERSTODECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules Ia 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 fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giVing the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each o~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 deceden~s immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in tr~st 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 1n- ~-_'...:.JdebtednessoftheUnitedStatestothedecedent;all obligations,whether by statute or agree~ent they are designated as tax free,of the United States,or any state,or political subdivision thereor,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverw8;re,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any'and ali'I,other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortgages held by decedent and of all claims due and OWing decedent at the time of de~th,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 polictes carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. ,.', ", In the case of,securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of'su~h i~terest 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'natur~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 tra!lsfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death~or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's.death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either 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 0 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 ail 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 Impaid at time of death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or 'debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein, have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this . .............d~day of ..19 ?:~. ~<~~m_ WASHINGTON,WASHINGTON CO.,PA. .'MY.COMMISSION EXPIRES SEPT.15,1973 ~~;~. .J1t."p..!t !.. ,($tTeet Number) !~~~.~~~.'"~.~1~~~!. (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule"B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34;(j-64) COMMONWEALTH OF PENNSYLVANIA "'DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be (1 )(2)(3) described by lot and block number,street and street number,together wi th DEPARTMENT a general description of the property,with a reference to the record of the ASSESSED VALUE .VALUATION conveyance by which the decedent took title;If a farm state number of a-FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In th Is space)to be listed on Schedule "F"and must not be deducted from this schedule. Iii! lone , ., 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, .JOIt,,~~:~~"'".>~','.";'~".~"'i~''$,".. ••'~"OlWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ." SCHEDULE "n" PERSONAL PHOPEJtTY..$p \ DBPA.Ilfta'l'VAWAIt. (Do not write in thl.~_e) 11••,-.•" 11,1M•• 111•• ,I,.... UNIT ESTUlA1'FD VALUE IIARKE.T VAUlE ITEM List and describe fUlly •GIL _,I....I .........,1M. of .lavD.t1"ot ;> htt A.....'tit...,W . "11M,_Oil Oar,••" •II. ......•••,_,CTol..ta _.,..., .....If' I Jr8'1'RlX:TIONS:This Schedule must disclose all tangible and intangible personal property owned indlYl+a,J.1, bl the decedent,at the time of his death.Property owned by the decedent jointly with another or o~,. ~aust be listed under Schedule "E".Inta;gible personal property,titled in the name of the dec~.~' ,arable at death to ,another or others,including but not limi ted'to P.O.D.U.S.Savings BondS "':;.~'"•• UTe trust accounts,must be listed,despite the fact that they are not of the adlninistered est,!,~:~.~:':.", )Tangible personal property should .be listed first (e.g.jewelry,wearing apparel,~,~,}IV:j &~,and furnishings,books,paintings,automobiles,boats,etc.)i,',;..l',..., I Intangible person~l property,such as bonds,treasury certificates,cash ~n hand ~d.til .'';, .~ks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,lnsur.-ce,~~~~~ able to the estate or fiduciary in said capacity,partnership interests,interest 1n &n1un41.trl1nltfd.'.t, estate of or income from any property held in trust under the w111 or agreement of another,even ~".~ .'''~located outside of the State,,at the time of death,should be listed in th1a schedule." , t" , ,I Insert this total opposi tf'"Pf'rsonH.1 Property",Schedule "B"in the "As Reported"COIUnul on tlif~last page,of tilts return. x X 9,492.&1 .lIt? ~', DEPARTMENT VALUATIOlf (Do notwr'ite in . this space) .' 125.00 5,658.38 3,196.63 ESTIMATED MARKET VALUE UNIT VALUE i .A on SCHEiJ(TE "D" PERSON AL PitaIERTY ITEM List and describe fully ; «WEALTH OF PENNSYLVANIA SFER INHERITANCE TAX Undivided one-fourth interest in cabin groUnd leased fr,om-tbe Commonwealth of Pennsylvania in(it0k Townsn~ Yes tmoreland COUD 1",-Pa."--......._.--,.. 158 shares common,Sun Oil Cqmpany,0 35.8 25 , 107 shares common,Columbia Gas System, Inc.Ct 29.875 "j0('l4. ••lHwH dbc}ll':'"all tIlngihlI'Ilnd illtangiblp pprsonlll property ownedindlvlduafi( ,b~the decedent,at the time of'hi;;~~·lit.h.Property owned '·v the decedent jointly with another or otheJ'~ ~~~t be listed under Schellule "E".In11lngible personal prol "ely,·Utlpr!in th....name of the decedent,but :J)yable at death to another or others,including but not limited to P.O.D.u.S.Savings Bonds and tent~ 't.l'f'O trust accounts,must be listccl,d,>sIJite the fact that they are not of the administered estate• •,;;.Tangible personal property sl!o1l1rl be listerl first (e.g.jewelry,wearing apparel,household ~~,and furnishings,hooks,paint:ing~"alltl)mobiles,boats,et".) ::.'.'Intangible personal prop(;')'t y,::inch as bonds,trea.sury certificates,cash on hand and in bankf .s't\elal,mOrtgages,notes,together with 'iccrued interest or div iclends,salaries or wages,insurance pay-. '~':~'a~le to the estate or ;flltuciary in sl'lei P>tpacity,partnership interests,interest in any undistributed ,~c·,'.·'1 •, ;,;';·e.t~te of or income from any property Ileld ~:,trust under the will or agreement of another,even though 'f.;J.ocated outSide of the State,at the t:l.l1le of death,should be listed in this schedule. ;)"/,)'.",i .. 12.50 . 500~00 of distributive share estate of 7 Maude A.Louttit.Estimatedqj-/lI~~.lit . o J~-- lOi~;res common,Landa Industries,Inc. .~. .. '..:t -. i·, '-, ---..L------------.-----------------1~--_+------__4---------- Inser t this total oP1'0"i toe "P"rsnnal Proper t.y",Schellnle "li"in the WAs Reported"colunm on the last pa.~e of t.his return. x X 9,492.51 "..,".COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ,c SCHEDULE "e" TR.A.NSFERS (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)Ho (2)Did decedent,within two years of death,transfer property from hi~elf to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)110 (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 maki ng 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 theref~which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)ft_1Ct _ (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)10 (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 enj~~nt of or the right to income from the property transferred? (Answer yes or no).0 , (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)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)-~JI~O~.~-- (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)_-'XO!:.!:l!!',!:..._ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiarx reserved in the decedent alone or the decedent and others? (Answer yes or no)NO . NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NrrTE 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 pr9perty below in manner in which provided in Schedules A,a,or E. ITEM 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. Hoae SCHEDULE "E" JOINTLY OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA rnANSFER INHERITANCE TAX RESIDENT DECEDENT .... RCC~38o. INSTRFCTIONS: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 I unit Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,where Rea~Estate.! percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest We.ten PeAne,lvula National BUk, ea'flDIS AcoolJDt Ko.8481,Decedent 1ft tnat for "lfe. , Insert this total opposite "Jointly Owned Property",SChedule"E"13,57S.4~8 in the "As Reported"column on the last page of this return. RCC-;37;"(12-153) C0..<il'\tONWEALTH OF PENNSYYLANIA .It'RANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH-..,Illen UcC.Loutt!t Wife Yea All ( h Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE .\:- OF THE ;\IATTER OF THE APPRAISEMENT ESTATE OF .lAllBS LBOBADD LOUTTJT.a/lf./a J.LBOJfA1U)LO'OT'fIT,a/kIa J.L.UJUtTIT (Executor-Administrator must complete "As Reported"column #1.) .'~~g:'O'~'"1 ~".'::S 0 .....D ~::s '"d..~e:.atoolCIl'tj.~'"d CIl.'"1 '"1.g ~ ~'<I iat,....'4t o'"1o'"'" ~'"....~....CIl .., ~~~ Year . Deceased P.Il'THE Will .l No. Administration ~ Late of .Peters To1lDSb1p County of Washtastoaj.,'-.......•.••••.•................... Commonwealth of Pennsylvania REPORT AND APPRAISAL enc:~--..:~I:;; JI'~..~~0<~(')n n:...?"?"?"wntJ>:.:~~~!'wi ...... -oo-oo~-oo-oo-oo '.......,.•-...~.",",. \..:-..-( , .Vd ..0 J N0.L.~Hill!S \f i,\ S111 ht .:iO L:1 LS1.:)3 U o;~j IL \1 :.i -i ~t :!S-s nu :1\:) :(.oJ... :0:,m .01... '01:<.C :,...,:w :<.C 'II ,.. :en...:N::>.:.""I t :C,O :.W :t>j.:.:0 :fIt:...... :>'"~CIl--'0 .....0-'"1....C\lc......... Of ~I ltd t snv I L SAIIIBL GOImAIQ .," A'JTQ1lBBY ATl LA.j I _:1 114 1as..Trrii.B1di."taeto-.Pa.,1UGl -oo-oo~-oo** :>'J: u~.- C\l t--o..,-2. ::l C\lc... ~,., '".... ..' t' " 0"""',",ACeD;''"~fOJ '"'50"0'............•....~..~7 ..,...../:~~-:.u'l.~ , ESTATE OF a/k/a.Leonard Louttit I I.ATE OF Peters Township a/k/a J_L.Louttit DATE OF FII.ING APPRAISEMENT August2lj 1971 OATS OF DEATH April 9,1970 -OFFICE OF TME iREGISTER OF WILLS WASHINGTONOF COUNTY J Form RC C ·10 DA.TE NO.OF NAME OF PAYEE REMA.RKS AMOUNTVOUCHI;IIl Letters Testamentary andRegisterofWillsShortCertificates 21 00 Washington County Reports Advertisement Letters 14 00 Observer Publishing Comoanv Advertisement Letters 14 00 Guv ROl!ers 'D1"",l;m;n~1"V wn1"k 1"\1'\~....+....+~11;on '"'man 1 I';,n R",O";~t.",1"nT Wi 11 Q ~Tt",~t~t;nn nT Will (>1"\""''''1;0 - Rel!ister of Wills Filinl!Invpnt.n1"V ~nn Wal tp.l'I K ~,'Fnn "'1"::\.1 Funeral l'11 7Rq ~~ Home j'Fin1",vvill","14'11"\"'0'"~hl"\"'"..,.1 fl a.'7 R.1. Quinet Monument Comnanv Marker ,IRS nn Bettv Graham Nll1"~inO"70 00 Maver's Drug Store Account 32 6~ ..- Shadvside Hosoital Last illness 65 40 Marv Ellen McC.Louttit Widow's exemntion 11 000 00 Samuel Goldfarb A~~~rney for es,t~J~i~-,~(>11 Ii nO"'nnn_:'"i 'om' and Federal Estate Tax I?nnn nnReturnI - Notarv 6 00 Re_l!ister of Wills Filinl!account l~00 (.'...tI ....Yo.._....L JJAAIAlf I I ~"'''''''~I .,......"...,v"(,.,j .b ~.."W ...~*---~'.Jrj 93 ~O IV r , r f COMMONWEALTH OF PENNSYLVANIA } COUNTY OF WASHINGTON S8: I,Mary Ellen McC.Louttit,Executrix HEREBY CERTIFY.THAT.TO THE BEaT OF MY KNOWLI!:DGE AND BELIEF.TM!!:FOREGOING ISA JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENISD OF ADMINISTRATION SUBMITTED TO THE ESTATE OF .James Leonard LQuttjtI a/k/a DECEASED.AS DEDUCTIONli FOR INHERITANCE TAX PURP08~S.Leonard L~it,a~J..Li'!:0Z~/- 'WI/-/7(-t:~m (1..5.1 SUBSCRIBED BEFORE ME THIS ~~DAY 01'~• ----l IlI-1L .:LOUISE L.'CARSON,NOTARY PUBL\~ WASHINGTON,WASHINGTON CO.,P1~173 MY COMMISSION EXPIRES SEPT.15. R CCoB 1 (6-7 1) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT NARY)ELIEN MeG ~r LOUTTIT (Executor or Admini strator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division J In Re:Estate of JA1'lES LEONARD LOUTTTI. __W_AS_H_ll_NG_T_O_N County -Fi Ie No._63_-_7_0-_4_7_6 _ Dear Mrs.Louttit: You are hereby notified that the original.. appraisement in the estate of James Leonard Loutt~t,a/k/a J.Leonard has been filed in the offic'e of the Register of Wills of__Vi=a=s=h.=in=gt=o=n'---_ County on November 1,I 19__'/1,Said appraisement reflects the following valuations: Real Estate ....,..--,---,~"""----- PersonaI P roperty -=-9=:-,4-=-9_2,...,.-',5_1 _ Transfers ----;;"".........""""7V'[_ Jointly Owned ----:1::=:3,..::.,~57"=:9;_'_·.~_;:;O=8----_ TotaI 2-=-3;~,07__=____l_._'_59'--_ 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 __N---=-ov_ernb---=-_e_r---=-lL'_1......:97'-'----1 - Title Dominie R.DeMaria ,Appraiser DATE OF DEATH:April 9,1970 Note:This is not a bi II. ..; \ RC<:-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANC'E TAX RESIDENT DECEDENT SUMMARY Estate of LOUTTIT,JAMES LEONARD a/k/a J.LEONARD DATE OF DEATH 4/9/70 (Last Name)(First Name)',(Initial) REPORT OF INHERITANCE TAX APPRAISER FILE NO.63-70,.,J.{l6 WASHINGTONI,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _ 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:Nbvember 3,19711 ~fl~~Pc/ INHERITANCE TAXAPPRAI~ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for WASHINGTON 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 REPORTED VALUE AS APPRAISED $$-----.....--.--=>0,.+-"..,.,.-.- 23,,065.59 none 23,065.59, VALUE AS REAPPRAISED $-------+-- Valuation of life estates or -t=" FOR USE OF REGISTER ONLY Tax on $_"+-__2% Tax on $r6%) Tax on $'5% Tax on $10% Tax on $1:.5% Exemptions '. Total Estate --I-__ TOTAL TAX •\ COMPUTATION OF TAX $------'-(.~"-.--+-- $---------4-- $--------+-- $--------+-- $-------+-- $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 \..,$..:...--------1 AMOUNT OF ESTATE TAX ASSESSED $-----1- Estate tax paid $L- BALANCE DUE $------__~~ Add interest at rate of 6%from t= ------Ito-----_$--------l TOTAL TAX BALANCE $------l PAID $-J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will t...No.Administration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF JAm S LEONARD LOUTTI'n a/k/a J.Leonard Deceased /, Late of ..:P~t~r.s..'1'()Wl1,s.Pi,P .,..,,..,,.., County of'N!l.fi~on Commonwealth of Pennsylvahia REPORT AND APPRAISAL I·, ... 1( DEPiRTMENT OF REVENUE.BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH O}'PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT Form ReC-!II ..'"•i .. .,.,' DATE ~?y.~.~~~~~.~~. NTY WashmgtonCOU;. FILE NO 9.3.'::.7.~4.7.6.! Whereas,~~~.~~.~~!§!.~~~~~~~~late of ~.~:t..~r..~r..9.~lP.,.,P . in the County of Washington Commonwealth of Pennsylvania,having died on the ~.~day of ~~.~~19 7.q seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Dominic UeMari.a ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpOI8S REAL ESTATE $ none,-" "PERSONAL 9,492 51. See Copy attached to appraisal ! JOINTLY-OWNED - See Copy attached to appraisal 13~579.08 Tlbtal 23,CJ71.59 .. ..1 ,> I - form~v:~hbl::::~:'WorJl~c;o:::£g~l~~:~a~:re~~~~~::=~7~~el~n=?": Appraiser (Number and Str.et) ......................................................................................................., ,Penna. (Post OlBee) , V !.t. WASHII"GTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JAMES LEtl)NARD LOUTTIT Deceased. Late of PETERS TOv-lNSHIP Date of Death,....A~~.J.:..9,1970........................................................ Appraisement Docket Vol.38-",. Page,.7~3 No 63~7.~47.6 .. Filed in Register's Office,1 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.lIt Appra-isement, Appeal f1'om Appraisement,. Entered and charged,. ,f'" ,.. ., •(: dollarsRECEIVEDFORTYNINEand82100- ----____ _.._ MARY ELLEN lIce.LOUITTIT UR.representing Pennsylvania Inheritance or _~111LBJ~lVJnLJlOUmAlUl ___r--~--~E:s~ta~te~T~a:x~d~u~e~f~r~o~m~th~e~f~o~lI~o~W~in~g~e~st~a~te::1From:. Dote of Payment ---.J[AlBlllA)~~:M4-...1~1.2:....-----l 2%Tax on $$ 6%Tax on $4,086.61 $245.20 15%Tax on $$ %Tax on $$ Estate Tax,Act of May 7,1927 $ Dote of Death----:~~!:..J.:!IL_-_IFileNo.63..70.476 Address 54 W TOTAL TAX CREDIT $--......2"'.~...-:S:J........2"'01---.u Less five percentum of tax ifP:rev.Pd.191.00..-- paid within three months afterBal.Due :iSS.2b date of death $----------0 "plus interest at the rate of _6_._%from 1·9...71 County ...!:W~1t.~S±!lI~IN:!.!:O~T~O~No:!...·---------l Remarks: Jll() .c);j". to--·II-Daa.t-loJe~.•·-----$,__-----=1~.~6=2__"1 if ill ~[p [L ~@illlrrn:S,-E A L TOTAL AMOUNT PAID $49.82 NOTE:This Triplicate R:ceipt to be retained lor'aUd3Surp;O'3 C')~'J(/'~/;/j'f ~ ,.......Received b .......,/r e~!r~.:::;:() NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the~;'5'"'W'~.......:Sigflo'tu~-..A...,, tenant or tenant for years,as evidenced by this receipt,It is understood that the Commonwealth shall /\)...L-l J ..-!J not be precluded or preveDt,ed from ~ereafterassessing additional inheritance tax at the death o\the ........."':'<1 •I life tenant or tenant for years whenever It appears thot such odditional tax may be legally due and...,J Ie) collectible for any reason whatsoever. 814.38 $---------IP.l1 $--------$--------·I~ 13 t 573.08 $--------$--------·1"1 %Tax on $$---------11!lI Estate Tax,Act of May 7,1927 6%Tax on 2%Tax on 15%Tax on $$• JAMES LEONARD LOUTTIT Name of Decedent ------------------i 63...70...416 4-9.70FileNo,Date of Death ~ November 1.1971DateofPayment -j EIGHT HUNDRED THIRTY and 66 100 .-~.-_._---._-~------------.---.RECEI '1'ip.&..-d.......---Inrl~tt-1H;1b~f:I8'nng:-eft--HtEh,...--1dEl-tT.~--:-:--;::---;----:--:-;--:-:----do 110rs":-epresenting Pennsylvania Inheritance or From:ATTY.SAMUEL GOLDFARB Estate Tax due from the following estate: Address 514 WASHINGTON TRUST BUILDINC WASHINGTON.PENNSYLVANIA 15301 WASHINGTON County ---------------------t Remarks: MJR .//./ TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of deathtsinteresta,~~~~of -_%fro1J·...a""t....e..--------to _ 814.38 $---------0 $---------Ul 16.28 $---------1"1 l?fD)n[D)nn(rU fA\l?R 830.66UWuLf-L!:J U~ili uLS SEA L TOTAL AMO';..--N.LP~$=====I~I NOTE:This Triplicate Receipt to be retained lor audit p~70...3 (./J..J,)'-'/){, •.Received by?c::---~,UL...<J...;"J.......\,--/ /V!.....-')'\.._,0_-,-1.1 NOTE:In accepting the transfer .inheritance tax on future estates,prior to the deoth of the life .....~'(Signature)1J J!JAJ' tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall -""I.,t r},.I not be precluded or prevented from hereafter assessing additional inheritance tax at the death ofihe,_'A':"'~:J...J --../~.l " life tenant or tenant for years whenever it appears that such additianQI tax may be legally due and -,(T"t1 )i \ collectible for any reason whatsoever.._I e J I-·--~~-~-·-----------··--~~·~~~-~~~~-·~~~··~ .,;",.' RCC·4 No·8 ;·i;·:,::t·:'i::' COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF REVENUE11760OFFICIALRECEIPT•PENNSYLVANIA INHERITANCE AND ESTATE TA)C J RECEIVED -~ro.--1lUmlRlEIwuld.--'J~a,OJ:L..IIIit:!....,..""","",-~-",-!!,:!-",--~-~",~-~-!..!o-~"~.!!"':..!!-!..:-~-~-~-~..~-~...~-:=.=-!..::-~-=...:..::-!..:-~-~-~-!!.-:::.=-~-:::-:::.=-~.dollars Mrs.J40 L..Louttit representing Pennsylvania Inheritance or From:M~¥"r--SJl.Mu!~~~LJ)~~~.--~~E:s:ta:t.::.e...:T~a:x....:d:.:u:.::e:....f:.:.r.:::.o.:.:m:.....:.:th.:.:e:.....:.:fo:I:.:lo:.:.w:..:.i:..:.ng:.....:e:.:s.:.:ta:.:.te:::..-i 2%Tax on $$----------Iriil 6%Tax on $On Account $_--"1....9'--£.7-"--.O-"""Q"'----Ini File No.63-70-476 Date of Death---'~c..;;u"-+J¥---i 15%Tax on $,$111 $---------lrJl Date of Pay ment JjLO:!l.e.mI:l.C.:E:....Lt-..urLL_~ Nam e of Decede nt ~LAMl~-.1~fJlfAIULL.(rnn~L----1 %Tax on $$----------m Estate Tax,Act of May 7,1927 County .ll.4.!~~~........."O""Nl.--l Remarks: MJR TOTAL TAX CREDIT Less five percentum of tax if paid within th ree months after date of death Plus interest at the rate of ---4-%from 7...g...n to Date $_--=1=..:9:.....:.7....=...-=-OO.=....__.1llI $--------0 $--....:I3h-.~OOtr---11'I1 SEA L NOTE:This Triplicaie ~~ceipt to be retained 1'38':'10:'3'5. TOTAL AMO-I::J'KlrPAID $=~2~Q~Q:a:::W:OO!o!:===11'l1 (/~-)d'-;1 R . d b'·2~';U~~Lt~/I.J'-"I'../.../i·""'-Oecelvey~x.. . NOTE:In accepting the transfer inheritance tax an future estates,prior to the death of the I.ife .'_..f..-LSignature)].,I tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sh'QII ./"'.J .•,,.......;fl·/!/JA I not be precluded or prevented from hereafter assessing additional inheritance tax at the death of tl19._.\..-,:,/./I..,V-,-ff...-)-'\J,-...}(_.r<J../ life tenant or tenant for.years whenever it appears that such additional tax may be legally due and '-..."(T'tl )' collectible for any reason whatsoever.I e