HomeMy WebLinkAboutOC1971-0917 - ESTATE OF ALLUM"~J-7/-7/7
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<!tnuuty nf IItts4iugtnu ss:
Personally before me,the undersigned authority,a ~Q~.~~y...J~~.1?!J~in and for said
County and State,appeared J .AUST.IN..ALLllM who,being duly
sworn according to law,deposes and says that he is the executor ~jt:x~~~of the es-
tate of ..:l.•...HARRY..ALLUM deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of .J......JIARRY...ALLUM....._,
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.~mtmxx
day ~b';:';;thh/~~1.cf~~w............::~~~~~.d.v~Executor-kmKHmtmx
'L~UISENGLT'OCNAR~O~'H\NGTONCO.,PA.ADDITIONAL INSTRUCTIONS
WASH\'~I=pr 15 1973lM'<COI'IIMISSIIJ.N Efi.R~~vent()ry'must be filed within three months after appointment of personal r,epresentative.
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 Oopies 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
3Juututnry ttub 1\pprttistmtut .0/the goods and chattels,rights and credits which
were of ~.!~~.~..~~~.late of E.as.t F.inle.y T.Q.w.usb.ip..
Washington County,Pa.,taken and made in conformity with the abo-ve affidavit.
)
PERSONAL PROPERTY:
DOLLARS CENTS
Checking account,Mellon Bank
Commonwealth of Pennsylvania,Teachers Retirement Fund
Household furniture and equipment,per public sale
1,679 34
117 32
458 23
~,~54 89
REAL ESTATE:
----ALL that certain tract of land situate in East Finley
Township,Washington County,Pennsylvania,bounded and de-
scribed as follows:
BEGINNING at a stake above road at lands formerly of
George Plants,now owned by W.J.E.McLainithence North
15°06 t East,42.2 perches;thence North 3040 East 5.85
perches;.thence North l7!0 Wes t,12.5 perches;.thence by
lands now or formerly owned by Sprowls Heirs,North 1 3/40
East,37.4 perches to a stone;thence by land of U.B.Churo'tl
lot and Graveyard (or Cemetery)and lands now or late of I
George Plants,North 35io West,112.85 perches~thence Soutti
86!0 West,15.3 perches to a hickory;.thence South 160 37 t
West,80.42 perches to a chestnut oak~thence by lands now
or formerly of Margaret Fetherby,South 54°22 t West,41.5
perches to a stone;thence South 57 0 l3 t East,40.48 perches
to a stone pile;.thence by lands now or formerly of Jonas I
:':EaI~',South 560 15 t East,112 perches to place of beginning:.
Containing 82 acres and 36 perches,be the same ·more or less.
And also all the right,title and interest of the said
grantor in and to a tract of land containing 1 Acre,more
or less,fenced in with the tract hereinabove described,
loca·ted between the public road and the tract of land here-
inabove described.
For title and recital of title in J.Harry Allum,see
Deed from J.Austin Allum,et ux.,dated November 25,1960,
and recorded in the office of the Recorder of Deeds of
Washington County,Pennsylvania,in Deed Book 1091,page 61 •12,00(
14,25 1
00
89
....
Inventory and Appraisement
IN THE ESTATE OF
.............~.~~~.~.Y...A~~Y.M .
Filed ,19.1.2 .
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SAMUEL ~iliFARB ~~
ATTORNEY AT LAW
514 Washington Trust Bldg.
Washington,Pa.15301
·.
QtnmmnulUeuUq nf JeUU5g1UUUtU.}
lIu5qtugtnu Qtouutg.55.
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
/
on the lOth day of September A.D.19 71 ,before me,
Russell Marino ,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in t:he Commonwealth of Pennsylvania,
the last Will and Testament of
late of
J.HARRY
East Finley Township,
ALL U M,
in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
J.AU S TIN ALL U M,
the Executor in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell Marino ,Register as aforesaid:,do
grant these LETTERS TESTAMENTARY,unto the said
J.A U S TIN A L L-U M,
committing unto him the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring him
to exhibit a true and perfect inventory thereof into the Register's Office,at 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
day of S e pte m b e r
ten t h
in the year of our Lord one thousand
nine hundred and S eve n t y -0 n e.
___,__'<_/-1<--'\,--L "...""...2z?~~.....""...
Register
".-~.
\.I
"\
SAMUEL GOLD.R\\U
ATTORNEY AT LAW
...........
-;
LAST WILL AND TESTAMENT
I,J.HARRY ALLUM,of East Finley Township,Washington
County,Pennsylvania,being of'sound and disposing mind,memory
and understanding,do hereby make,publish and declare this my Las
Will and Testament,hereby revoking and making void any and all
other Wills by me heretofore made.
I.All of my estate,real,personal and mixed,of what-
soever nature and wheresoever Situate,which I may own or have the
right to dispose of at the time of my death,I do hereby give,de-
vise and bequeath unto my son,J.AUSTIN ALLUM,absolutely.
2.I hereby appoint my son,J.AUSTIN ALLUM,as Executo
of-this my Last Will and Testament.
IN WITNESS WHEREOF,I have hereunto set my hand and seal
this ~d"""day of ~~L ,1960.
Signed,sealed,pUblished and declared by the said
J.HARRY ALLUM,to be his Last Will and Testament in our presence,
who at his request and in his presence and in the presence of each
other,we believing him to be of sound and disposing mind,memory
and understanding,have hereunto subscribed our names as witnesses
I'
I;
.J
'.
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55:
The wit>hin named Accountant being duly sworn according to law,deposes and sayS that the above account
as stated is true'and correct as h.e veri Iy bel iev~•
~Sworn and subscribed before me this...~.7....
~~~._,..C!~
LOUISE L.CARSON,NOTARY PUBLIC
WASHINGTON,WASHINGTON CO.,PA.
MY COMMISSION EXPIRES SEPT.15,1973
Warshington County,ss:
c!'._-~-_._..
I do certify that I have given leg'al notice to all persons
concerned of the filing of the within account in the manner
prescribed by Sta'tU'te and Rule of Court,as evidenced by proofs
thereof filed to No ~.3::..7l.:.3.3L __.
Witness my hand and official 'seal thiS.d..~.•_ .
day of.._.~~~.'1!::?..~_ _19.7k.
=--<-~---JrZ.~.
Register of Wills-.
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COURT OF COMMON PLEAS ORPHANS'COURT DIVISION FOR THE COUNTY OF
WASHINGTON,PENNSYLVANIA
)
IN THE ESTATE OF
J.HARRY ALLUM,DECEASED
)
)NO.to 3-71-/17 ef 191'2'
),
The FIRST and FINAL ACCOUNT of J.AUSTIN ALLUM,Executor
of the estate of J.HARRY ALLUM,late of East Finley Township,
Washington County,Pennsylvania.
The Accountant is charged as follows:
Inventory
The Accountant claims credits out of the
assets of said estate as follows:
$14,254.89
IRegister of Wills,Letters and 1 Short Certificate
Washington County Reports,advertisement Letters
Observer Publishing Company,advertisement Letters
Register of Wills,filing Inventory
Register of Wills,filing Account
$10.50
14.00
14.00
13.00
15.00
Ferrell Funeral Home,funeral
Cemetery,digging grave
S.White's Sons,stone
Ambulance &Chair Service,ambulance
11971 School tax
I Columbia Gas,account
Notaries
Samuel Goldfarb,Attorney for estate
R E CAP I T U L A T ION
TOTAL ASSETS
TOTAL CRED I TS
i
IBALANCE
1,325.20
50.00
256.50
40.,50
137.50
18.26
6.00
700.00
$2,600.46
$14,254.89
2,600.46
$11,654.43
Observer -Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the News,paper Advertising Act of 16 May.1929.
P.L.1784,a;s amended.
Commonwealth of Pennsylvania,County of Washington,S8:....•.......
Personally appeaI'ed before me.a Notary Public in and for said County
and State•........Ric..h~.~.Q s..~c.9..w.~p.who beirug duly s,worn
according to law,deposes ,and says tha;t he is the .vi.c.e.~.P.res..i.d.e.pt
of the Obs'erver Publishing Company,a f'!enns,ylvania corporation,and its
agent in this behalf;that the said Company is:the owner and publisher of
the Observer-Reporter.succ'e·ssor to The Washington Obs·erver.established
September 18,1871.and The Washington Reporter,established August 15,
1808,a daily news,paper of general circulation,printed and published and
having its place of busineS's at Washington,Washington County.Pennsyl-
vania,where it or its predecessors have been established and published
co-ntinuousIy for more than six months'prior to the publication of the notice
hereto attached;tha;t the printed notice or advertisement hereto attached
is a ,copy of an official adve·rtisement,official notice.legal notice or legal
adveTtis·ement,exactly as printed or published in the Obs'erver-Raporter in
its regular editions on the following date or dates;.
..................................s.gp..t~~1?~.r.:1.~..'-?g ~~~?.?...?.~'!..?..~..
that neither tb!e affiant nor the Observer PUblishing Company is interested
in the subject matter of said notice or advertising and that all of the allega-
tions'of this affidavit as to the time,place and character of publication
are true..,:.,e£-P'x...tt.L~.~.~.k ..
Sworn to and "b7~;~:t~~1971
WASHINGTON,WASHINGTON COUI~TY
MY COMMISSION EXPIRES MAY 6.1972
Washington County Reports
Washington;Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
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 REPORTSwas 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:
..........~.~.p.!.~.~~.~.:.....~.~..~.....?~..L..~g.L ..~.?..!..~....
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.
• • • ••••••• ••• • • ••
ALLUM,J.HARRY,Dec'd.
Late of East Finley TownshIp,Wash-
ington County,Penna.Executor:J.Austin Allum,R.D.I,
West Finley,Penna.15377
Attorney:Samuel Goldfarb,514WashingtonTrustBldg.,Washing-
ton,Penna.15301
'.
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the
~g~~~of fum ,ffw.~t Mto:~_:~_:K;/L/
~=--~~Sworn to and subscribed before ~_~
....:3.Q.t.b day of ~~.P..t.~.m.Q~.k ,19 7...t .hJL';.&<.,.1.~
JOSEPHINE T.SCIAMANNA
Notary Public,Washington,Washington Co.
My Commission Expires July I,1974
Sworn to and
.'1
,j Observer .Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the News,p·aper Advertising Act of 16 May,1929,
P.L.1784,a,s amended.
Commonwealth of Pennsylvania,County of Washington,SS:.........•..
Personally ap'pear'ed before me,a Notary Public in and for said County
and State,Ri~.h~.r..g $.~~G9..w.~.~,who being duly s,worn
according to law,deposes and says that he is the .vi.c.e.~.lrr.es..i.d..e.tlt
of the Obs'erver PUDlishing Company,a Penns,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
Septembe,r 18,1871,and The Washington Reporter,established August 15,
1808,a daily newsrpap'E!,r of general circulation,printed and published and
having its place of busines's at Washington,Washington County,Pennsyl-
vania,where it or its ·predecessors have been established and publisrued
continuous'1y for more thaJ,l six months'prior to the publication of the notice
hereto attached;tlla;t thepdnted notice or advertisement hereto attached
is a ,copy of an'official advettisement,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 d,ate or dates;.
.................................S.~.P.t~~~q.~.f :1}.,.?.9.~.~~?.?...?..__.~?..?..~_ .
that neithe'r true affiant nor the Observer Publishing Company IS intere&ted
in the subject matter of s:aid notice or advertising and that all of the allega-
tions'of this affidavit as to the time,place and characte-r ,of publication
are true..~..,,:--.._..ei/.kLl.L..e.!(TI~~::'¥:_..
,nb";~;2~Me--.~m/~~r.1971
J .U MARGARET M.BRADLEY,~:OTAR':'r~l·c--....
WASHINGTON,WI\SHINblON COUNTY
MY COMMISSION EXPIHES MAY 6,1972
mq +
Washington County Reports
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)/
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P;L.1784 Sec.5,paragraphs (5)and (25).
COUNTY OF WASHINGTON}SS:
STATE OF PENNSYLVAN~A
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 officiaJI legal periodical for said Washing.ton 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 51,1920,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:
..........~.~..p.!..~.~~.~.:.....~.~..~.....?~.L..~g.!.....~.?..!..~....
.............................................................................................~.
Estate Notices
The Register of Widls has granted
letters,testanJentary or of administration,
i~,the following estat~s.Notice is hereby
gIven to all persons llldebted 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.
• ••• • ••• •• • ••• •••
,------..---..........:.....-.._--~._-,---,--.>..-
ALLUM,J.HARRY,Dec·d.
Late of East Finley Township,Wash-
ington County,Penna.
Executor:J.Austin Allum,R.D.1,•.West Finley,Penna.15377 ..;,~--
Attorney:Samuel Goldfarb,514WashingtonTrustBldg.,Washing-
ton,Penna.15301
....-,..
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the~g=~ofili.mr~nt$tO~~~::{f~L/
Sworn to and subscribed before ~.~~~~
....~.Q.t.h ~day of §~l?t.g.m.Q!:..1::~,19 Z!..~..~...~>,:~.~~-~~.--~~~r ---~
~/.L~-J.-I~_~.c-,--c:.::
JOSEPHINE 1.SCIAMANNA
Notary PUblid,Washington,Washington Co.
My Commission Expires July 1,1974
lJu t~t l@rpQuus·<!lourt of lIusQiugtou C!!ouuty
In the matter of the Audit of Account in
j
Estate o'l.-f__J=--=-"--=HA=R=R;..::Y~A=L=L=-U=..;M=..!..;'_-""':""'I
Deceafi)ed
TO THE AUDITING JUDGE:
No.63-71-917,
my AccountantEnter-='L-,appearance for·-.:..._.::.:::..:::..:::..:=:..=..:::.=.=-----------_
ILS-~aY of September ,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.
..
No.63-,71-917 XMXXXXxK~X
In re Audit of Account in Estate of
J.HARRY ALLUM
AUDIT
Jrarripr fur Apprarnnrr
FOR
J.Austin Allum,
Executor
Ac~ountant
SAMUEL GOlDFARB
Attorney
-~f~,,2
Testate Form
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
j
Estate of ' ,---.__
...................~.!~g~!..:~~.~~~---_.
Deceased
No.._.6.3:-:11::-.9.1.1 __..._ .
Fiduciary _J.Aus.:t.in...,A.l.l'!J.m.".__.
.....................~?f~~.~:t:.<?!._.__.._._.
Date of Date of
Decedent's death A1Jg1J~.t...J.~.J JJ~TL___..__..Grant of Le'tters ~.~p.~.~~p.~.~~.~.~~.~?~_ _.._ .
This is the .Firs.t..and..F.inaL account filed in this estate
If there have been former accounts filed in -this estate,list file number or number and term__.._...'.
.......................................:NQP.:~_..____ .
Election to take
Under or Against will.(cross out one)
Date Election Place of;
Filed ____...............Record __._..:.. . .
Name of surviving spouse __..~~!.1.~______.:__..__...___..__.
List issue,where material:
Did decedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate)
:ll:"~No.If answer yes,name them __ _.._.._____.__.._._..
Leg.atees
J.Austin Allum
Relationship
Son
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.mfC
If any exception give cause:_:N9.~~.
File copy of Notice '
and date of mailing A~~9.UP.-.t~.J.1:t 1:?..9A~.Y...p.~.r.~y...J.!!..J9.1:~.:r.~~.~.!:NQ ~!.~~.~:t:.<?!..f?.~.
Is estate subject to the filing of a Federal Estate Tax Return?~<?.:....•...............................................
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~Q~.~.~Q .
If the Will makes any portion of estate subjectto a life-estate,give name and birth date of life tenant .
._---_-_._-_-___.____-____--__-_-____-_--_.____--_.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
Personalty used up,and Accountant has advanced (and will complete)ad-
ditional amounts in order to take real estate in kind.
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:
$.
$..!;I;.I.§.~~.~.~~.
Register @f Wills"on account inheritance tax
Total additional credits (Subtract)
Balance for distribution
600.00$.
$..1.]..y0'54...43 .
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Real estate per Inventory $12,000.00
.-------------_.~~
If Family Exemption claimed by Petition,give place of Record:~~~.c::.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.None .
List any advancement or distribution on account that has been made,and nature and amount of same:
Accountant sole devisee has taken informal advance distribution of the real
estate for mortgage purposes.
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:
Real estate to J.Austin Allum as aforesaid.,!
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly SW.OrR _doth depose and say
that the facts set forth in the foregoing petition are true
to the best of h.i~_knowledge and belief.
And your petitioner will ever pray,etc.
.~..
............~~9.!.~_to and subscribed before
~e Ih;S,,:?-I:""!.:day af-------A~gj!§_~19_J.?__d..c~-~~------------------------------------
Signature of Offlce~Cc«"c.,cL ..c;;r::.(!)~·"·
Title of Officer WUfS.E.-!::.uA-Rse-N-,.-NG1=AR¥.P\!JiI!lJU.C..••.••
WASHINGTON,WASHINGTON CO.,P.A.
Office expires My.eOMM1SS1\3N.-E*Pi-RE5.-Sf;Pf:.I-5i ~g,.h3 .
./No.63-71-917
L
,..,.,..
Estate of .
...............tl..•....~.~~.x..A..t.MlJM .
Deceased
Fiduciary J..•...A1JS.T.XN A..LL.UM.;.
EXECUTOR
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:pa 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.
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.
SAMUEL GOLDFARB
Attorney
",,~2
F I LEO,
,12 SEP Z6 P11 2 49
RUSSELL MMHNO
REGlSTEH OF WILLS
WASHiNGTON CO.,PA.
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ESTATE OF No._63_-_7_1_-_91_7 _
J.Harry Allum,In the matter of the First and Final
Deceased,Account of__J_,_A_u_s_tl_'n_A_ll_u_m~,_
Executor
ADJUDICATION AND DECREE
And now September 26 ,19~,this matter come on for hearing,
audit and distribution at this session and testimony token;and thereupon,upon due consideration
thJlreofpf th~balance for distribution in the hands of the Accountant is determined to be
$11!U04.4.:5 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 disribution hereto attached and made part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg.
SCHEDULE OF DISTRIBUTIO
Balance per account $11,654.43
dditional credit asked at audit 600.0C~ti1-
Balance eO~5::~3
Deduct Clerk's Costs &Receipts 27.50
Samue1 Go ldfarb $11,026,93
Attorney
ussell Marino,Clerk O.C.,Costs in certifying
eal estate to Recorder,iJ2Q
$11,022.93
Olga 0,Woodward,Recorder,costs recording {fltr@tvertificationofrealestate,1.:..QQ
$11,015.43
ussell Marino,Agent,transfer inheritance tax,$96.93 ~nterest from 5-12-72 to 10-5-72,2,31 99.24
$10,916,19
ontribution to maintain assets of estate in kind for
distribution by the Court,1083,81
$12,000,00
J.Austin Allum,son,residue,including real estate
as hereinbelow described,held in kind and distributed
as such at the appraised value,12000,00
No balance
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I
I F WASH~GTON
COUNTY BY THE CLERK OF THE ORPHANS'CO
J•Harry Allum,devisor,to J.Austin Allum,devisee of
and interes t of the devisor in and to parcel of real estate
REAL ESTATE TO BE CERTIFIED TO THE RECORDER
Washington County,Pennsylvania,bounded and described as follows:
ALL that certain tract of land situate in East Fin ey Towns
BEGINNING at a stake above road at lands forme ly of Geo ge Plants,
now owned by W.J.E.McLain;thence North 150 06'Ea t,42.2 p rches;
o 0thenceNorth30-1/4 East 5.85 perches;thence North 17 1/2 West,12.5
perches;thence by lands now or formerly owned by Spro Is Heirs,North 1-3/40
East,37,'4 perches to a stone;thence by land of U.B.C urch lot +d Graveyard
(or Cemetery)and lands now or late of George Plants,No th 35-1/~6 West,112.85
perches;thence South 86-1/20 West,15.3 perches to a hi kory;th nce South
CONTAINING 82 acres and 36 perches,be the sa e more
AND ALSO all the right,title and interest of the aid grant r in and to
Jonas Ealy,South 560 15'East,112 perches to place of b ginning.
160 37'West,80.42 perches to a chestnut oak;thence by ands now or formerly
oofMargaretFetherby,South 54 22'West,41.5 perches t a stone;thence South
570 13'East,40.48 perches to a stone pile;thence by Ian s now or formerly of
a tract of land containing 1 Acre,more or less,fenced in with the t act hereinabove
described,located between the public road and the tract 0 land her inabove described.
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For title and recital of title in J.Harry Allum,+e Deed f om
J.Austin Allum,et ux.,dated November 25,1960,and rpcorded i the
office of the Recorder of Deeds of Washington County,Pe nsylvania in
Deed Book 1091,page 619.
CERTIFIED TO ,RECORDER:SEPTEM ER 28,1 72
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY PENNP.,.
ORPHANS'COURT DNISION .'•
J.Austin Allum and the attorney is Samuel Goldfarb.
Petition togeth~r,wit~the necessary supporting papers.There are
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INRE:
.Estate of
J.HARRY ALLUM,
<Deceased.
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)NO.917 of 1971
(
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(
HEARING ON AUDIT
The Honorable ALEXANDER R.CURRAN,J.,
Specially Presiding:
SAMUEL GOLDFARB,Esq.,of Washington,Pa.,
representing the Accountant.
Friday,September 15,1972,at 10:00 A.M'.,EDS [1
r',\T.he,estat,¢of Ha~ry J.Allum.The Executor i;
,'..May it please the Court,I have here the Audit..{(,
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no complications,no claims.;There is a balance that is due Inher ance
Tax.The only asset remaining is a piece of real estate.The acccll.mtant
was the son and sole devisee.Everything was left to him.He's
advanced all the costs and expenses in order to take the real estatl:>
in kind and will continue to finish out the balance of costs and
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Inhe~itanc e Tax.And everything is set forth in the petition ..
estate of Harry J.Allum?"
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THE COURT:
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THE COURT:
.tS there anybody else in Court interested in the
1
(NO RESPONSE)
We will consider the estate closed.
( AUDIT CLOSED)
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.:u~cause,and that this copy is a correct transcript of the same.
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The foregoing record of the proc eedings upon the hearing of the
caus e is hereby approved and directed to be filed.
By the Court,
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~N THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENN~.
ORPHANS'COURT DIVISION
J.Austin Allum and the attorney is Samuel Goldfarb.
Petition together with the,necessary supporting papers.There are
MR.GOLDFARB:
I~
INRE:
Estate of
J.HARRY ALLUM,,
«Deceased.
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)NO.917 of 1971
(
)
(
HEARING ON AUDIT
The Honorable ALEXANDER R.CURRAN,J.,'
Specially Presiding.
SAMUEL GOLDFARB,Esq.,of Washington,Pa.,
representing the Accountant.
Friday,September 15,1972,at 10:00 A.M'.,EDsr,
The es tate of Harry J.Alluill.The Executor i~
May it pleas e the Court,I have here the Audit
no complications,no claims.:There is a balance that is due Inheri ance
Tax.The only asset remaining is a piece of real estate.The accclmtant
was the son and sole devisee.Everything 'vas left to him.He's
advanced all the costs and expenses in order to take the real estat:>
in kind and will continue to finish out the balanc e of costs and
,,'aLlme 'w'•:ir.HnW d (!r:!l Itte,"w.e-'W'.:/1 ,.lp'ltl'W-ii"HIt:
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Inheritance Tax.And everything is set forth in the petition.
THE COURT:1.8 there anybody else in Court interested in the '
!
estate of Harry J.Allum?
(NO RESPONSE)
THE COURT:We will consider the estate closed.
( AUDIT CLOSED)
I hereby certify that the proceedings and evidence are contained
::'..:',
By the -Court,
The foregoing record of the proc eedings upon the hearing of the
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::r:Ul~.~fully and accurately in the notes taken by me on the hearing of the...,above
..=u~cause,and that this copy is a correct transcript of the sa'me.
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I-~above caus e is hereby approved and directed to be filed.ou
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Form,RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTION.S
COUNTY OF
&2-71-7/7
WASHINGTON
)
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.)
II'
__~'__~~~~i~::::~:A:T~O:_--C....o...~~.t..~}==.:x
Late of .Washingt.on.................~
state of :P,ENNSYLVAN.J:A.}
ss:
County of WASHINGTON .
..........J.~Aus.tin All.um.........................
miliii~x of the estate of the above-named decedent being duly sworn,depose S and say S
Executor
AugustDecedentdied .
(Month)
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
..Samy,~.l G.Q.ld.;f.ar.b.,Esquire .
514 Washington Trust BUilding
Washirigtori;Pa~"15301 ..
That as such ~~~9..~.~Q!deponent is familiar with the affairs of said estate and the property con-
(Ex"cutor·Administrator)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly
with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy.with the exception of the following:-
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That 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 of said
parcels,the estimated market value thereof as of date of death of decedent.
That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death
,in all other cases;all bonds,postal saVings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the Unit~d States,or any state,or political subdivision ~hereof,or of
any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works~f art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left bydecedent,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 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 polict-es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent at the time of death,with the market
value thereof at such time.
In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such 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 inter~st
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 ortranst'ers 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.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,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 attq.ched to the schedule.
That Schedule 0 attached hereto ffild 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 Irnpaid at time of
death;taxes accrued char~eable 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 ..
z;,L................;.Lrt?=day of .19 72.
...~'''~~~~~V~......
LOUISE l.CARSON,NOTARY PUBLIC
WASHINGTON,WASHINGTON CO.,PA.
MY COMMISSION EXPIRES SEPT.15,1973
I~~------------
. R D 1 ~.
(Street Number)
West Finley Pa.15377.....................................................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.
r'
•RC(C";3~(1-64)
"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 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 lot 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.
ALL that certain tract of land situate in
East Finley Township,Washington County,
Pennsylvania,containing 82 acres and 36
perches,be the same more or less.
And also all the right,title and interest
of the said grantor in and to a tract of land
containing 1 Acre,more or less,fenced in
with the tract hereinabove described,located
between the public road and the tract of land
hereinabove described.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
For title and recital of title in J.Harry
Allum see Deed from J.Austin Allum,et ux.,
dated'November 25,1960,and recorded in the ~/
office of the Recorder of Deeds of Washingtontlu!'.it.'9?!vb ~d</~'
County Pennsylvania,in Deed Book 1091,page ~'~/~
619.'$12,000.00 f /J.)0 oCr tJ 0
1091 At>J1
Insert this total opposite IIreal property",Schedule "A"in the X X X X X
liAs Reported"column on the last page of this return.
f':
$12,000.00
RCt-35
COMMONWEALTH OF PENNSYLVANH.
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of I~death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintit~s,automobiles,boats,etc.)
Intangible personal property>such as bonds,treasury certificates,cash on hand and in bank,
stocks,mortgages,notes,together with ltccrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held tn 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
VALUE
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
Checking account,Mellon Bank W~.~~.../[j
Commonwealth of Pennsylvania,Teachers
Retirement Fund ~~
Household furniture and equipment,per
public sale
c'f</i-;J .
1,679.34
~V~·117.32
1i"/-:rJ·y'"458.23
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X 2,254.89
RCG-36
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "c"
TRANSFERS
(1)Did decedent,wi thin two years ofdeath,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 hea.1 th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)__~N~O~__
(a)Was there any possibility that the property transferred might return to transferer or his
estate 01'be subject to his power of disposition?(Answer yes or no)No
(b)What was the transferee's age at time of decedent's death?------(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)No
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)_~N~o=-_
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or 0 thers '~------
(7)Did decedent in his lifetime make 8.transfer,the consideration for which was transferee's promise to
pay income to or for the beneflt 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 c01l1d revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)__N_,_0 _
(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)_~N~O _
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.
•\~ReC-38
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRl'CTIOKS: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 percentage Estate DEPARTMENT VALUATION
Address and Relationship of Co-Owners,and PIace I Value Share Valuation CAUTION-Do not Write
of Record of Instrument,where Real Estate.!In This Space.
Value of Value of
Entire Deced,ent's
property Interest
.'
None
I
I
I
/
I
I
I
I
I
Insert this total opposite "Jointly Owned Property",Schedule "E"
in the "As Reported"column on the last page of this return.None.-
RCC-37 (12-63)
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
(
h
,
BENEFICIARIES AND ADDRES'SES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
J.Austin Allum Son Yes All
..'
.
Deponent further says that all the above-named beneficiaries are liVing at this time except below:None
NAME DATE OF DEATH RESIDENCE
'1"'-
OF THE
ESTATE OF
:\IATTER OF THE APPRAISEMENT
(Executor-Administrator
must complete "As
Reported"column #1.)
>-1 '"t:l =:c...Ct>Ct>ll>...ll>i:l VI ...-VI 0
>+>i:l '"t:lCt>ll>.........-0
VI "C~~.g ~
~~VIS"~
>-1~ll>c:r~
C")aVIVI
Year ..
Dl THE
t No.
Will
Administration
J....llA..l.UtYALLUM ......
Deceased
Late of ...~E,l.stl.;in.leY._Townsb_ip_...__
Commonwealtlf:"of:-Pennsvlvania')..:;00-r-l :'"""l ..
tI:lc:::~:::>-=:c
W V>tI:l -<
(')(')?'"?'"?'"n ~~:
j
,-,-(JJ )
.W~s;l1ing~0J:l ..
..
REPORT·AND APPRAISAL
--j .-.
County of
~~~~~~
(.)-
.,
(1o
-'•-'J ,-~..:)J;>-(..")
C
:....:1/:1>:",
:l\j
:C11
:1/:1>:.:00 :
:to :
:....-:l\j l\j >i-.~~
:l\j 0 =:c
:C1t (:>.g -;::
:1/:1>~0--"....,:00 0 ct:<0 0 -==
""''''''-00'''''"",,,,,,
SAMUEL GOLDFARB
ATTORNEY AT LAW
514 Washington Trust Bldg.
Washington,Pa.15301
.........
~
~.
.~.
~-'0'
...;....,.",,--..
:n':1;).>.;Jt..,J~::r.:~•C t::::I:~:Q (t __:~CS ct t-o:-:"-.:("\...--
:'V 2.COo ~
0'°0 -==
J
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA.
In the matter of :bhe Audit of Account filed in the Estate of
)Allum,J.Harry
Deceased
)""to 01 death S -162 -'71
\No.-l.9.1~L.......,Term,19__,A.A.
I
Docket Q~·~O4'..-=,,__
DR.
To appraised Vialue of Estate:Realty.........$
TO THE AUDITING JUDGE:
Enter my 'appearance for the Commonwearth of PennsylVia'llia,claiming tl'ansfer inheribance tax in the above estate,as follows:
1~~OOO;0o__
Personalty --..--____$---~J1<___t_1~~O"'"-·_·---.:/.fc...:....-=Z~(}__
Additiorual Assets per Account,Subject to Tax _____$_
AddItionall Assets per Audit,Subject to 11ax _______$._
GROSS VALUE ____$.
CR.
Debts and Expenses per Account;see Note
Add~tional Debts and Expenses per Audit
)
I
)
$-------
$------
$-------
$-------
$------$
$_../
TOTAL DEDUCTIONS,$ ..._
NOTE:The following credits claimed in the Account are
held not deductible 'as against the tax:
$bit,73.
Tex.
l,-'
able (
I:;). _
TAX PAID ON ACCOUNT
$-------
$------
$--------
$
'f
$--_._---'r',9 3 .Total Tax .._............................$__._.__._
Less amount previously padd..............................................................$__~,~,.~
Balance $---i..~r-r..3 ,
Interest__yrs.~mOs.~dayS@~%_$}..,_7 I
-:??7~
>
,.
No.,_________Term,19 __,A.A
ESTATE OF
Deceased
PRAECIPE FOR APPEARANCE
FO R
COMMONWEALTH OF PENNSYLVANIA
~5
DATE OF FILING APPRAISEMENT June 12,1972
DEDUCTIONS ALLOWED IN
THE SUM OF $~~u!!~lf~
LATE OF _E;;;;.,..;a..;;:s~t:.......:F:...:1::.;·n=l~e:t..y:.......:T:...:o:...:wn~S::.;h=i!i::p _
OATS OF DEATH _A_u_.::::g:.,..u_s_t_l_2,.!.,_1_9_7:.......:l _
t3~1/~917
STATEMENT OF DEBTS
AND DEDUCTIONS
OFFICE OF THE
REGISTER OF WILLS
OF _..:..:Wc::.:A:;:S:;:H::.:I::.:N:.:..:G:.T=-O;:;N:.:-_COUNTY
Form R,..C C·10
I ~G'N'O',.,<O""ONW"U.
ESTATE OF J.HARRY ALLUM
DATE NO.OF NAME OF PAYEE REMARKSVOUCHEJIt AMOUNT
Letters and 1 Short
Register of Wills Certificate 10 50
Washington County Reports Advertisement Letters 14 00
Observer Publishing Co.Advertisement Letters 14 00
Register of Wills Filing Inventory 13 00
Register of Wills Filing Account 15 00
Ferrell Funeral Home Funeral 1,325.20
Cemetery Digging grave 50 00
S.White's Sons Stone 256 50
Ambulance &Chair Service Ambulance 40 50
1971 School tax 137 50
Columbia Gas Account 18 26
Notaries 6 00
Samuel Goldfarb Attorney for estate 700.00
~~~2,1 5'(j--l .......>c;J
~-'.A7;,;fr\CMvl It S'eJ~
V
-
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF WASHINGTON S8:
I,J.Austin Allum.Exexcutor
LOUISE l.CARSON,NOTARY PUBLIC
WASHINGTON,WASHINGTON CO.,PA.
MY COMMISSION EXPIRES SEPT.15,197~
RCC-81 (6-71)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
J.AUSTIN ALLUM
(Executor~
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
38-204-6
J
In Re:Estate of __HARR__Y_J_._AL_L_UM_._
WASHINGTON County -Fi Ie No.63-71-917
Dear Mr.Allum,
You are hereby notifi ed that the_O~~r.:!!:i~gL:!!i~n~a~l~_
appra isement in the estate of__--""'H"'-ARR~""Y"_·--'J"'--!!..----""AL""""'L~UM~_
has been filed in the office of the Register of Wills of WASHINGTON
County on June 19 ,19 72,Said appraisement reflects the following
valuations:
ReaI Estate --"'-12L.I=00=0=0=0=--_
PersonaI Property __2o-#,--4'2~5L::41U 8......9"'--_
Transfers,_
Jointly Owned _
Total ~1"'_=4iLJlL02...,,5"_:l4U1.'_"'8'_"9'___
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 June 19,1972 Signed ---,_F_RE_D_T_O_S_I _
Title APPRAISER I
DATE OF DEATH:August 12,1971
Note:This is not a bill.
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of_AL_L_UM .....:HAR__R..:..:Y=--·J.::.......:...DATE OF DEATH
(Last Name)(First Name)(Initial)
REPORT OF INHERITANCE TAX APPRAISER
8-12-71 FILE NO.63-71-917
Dated:__J_un_e_1_9_,_1_9_7_2 _
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of---.:.w:.:.:~.=.:H=I=.N:...:G=..:T=..:ON=.::.:---.:._
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".
dAJ~~
INHERITANCE TAX APPRAIS~
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
NONE
14,254 89
NONE
14,254 89
VALUE AS REAPPRAISED
$-------+--
Valuation of life estates or -.l=
FOR USE OF REGISTER ONLY
Tax on·$-----------1--2%
Tax on $GY
Tax on $5%
Tax on $10%
TU~$1~
Exemptions *
Total Estate -+.__
TOTAL TAX
COMPUTATION OF TAX
$---------i--
$---------i--
$---------i--
$-------+--
$---------i--
$------~--
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Lt~ss 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 $----~I-
Estate tax paid $---Jl-
BALANCE DUE $----ll_
Add interest at rate of 6%from
-------I:to-----$------It=TOTAL TAX BALANCE $------1.
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 !...No.AdmInistration
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.HARRY.J•..ALLUM..
Deceased
Late of .EAST.~:r.~l:,E~·:r'WP.
County of WASBIINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
;
1
'..
Fonn ~CC-2
DEPARTME~~T OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEADTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE June 19..,.1.9.72 .
COUNTYWM.m:.NG.'JQ..~.........................
FILE NO...§.~::.?~.::.~.~..?.
Whereas,~y J..AL.~UM late of ..E.AST FINLE.:Y TWP..tl .
in the County of "w~~;r;.~q?;.~Commonwealth of Pennsylvania,having died on
the 12.th day of Augus.t 19 7.1,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,FR.E.P.T.QSI ,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Description of Asset
REALTY:
SEE COpy OF SCHEDULE A ATTACHED TO APPRAISEMENT
PERSONAL:
SEE COpy OF SCHEDULE B ATTACHED TO APPRAISEMENT
Unit
Values
$
Appraisement
Made for Inheritance
Tax Purposes
12,000 00
2.254 89
,.4 ?~A.RQ
.......................................................................................
0~Penna
-------------------------
WASHINGTON......................................................................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
~¥~...~J,.:t.1M ...
Deceased.
Late of
...~~':r,..~::I:~J,.~y T.WJ?.
Date of Death,8 12",..7.1...
Appraisemei!t Docket Vol.,38..
Page,..20.4-6 No 6.3~.7.1""917...
Filed in Register's Office,...'!.~.~.....!.~....19....??
Am.aunt of tax due,$.
DEPARIMENT OF REVENUE.
Received,
Examined and Approved,: .
Wrote abo.ut Appra.isement,
Appeal j,.om Appraisement,,..
Entered and charged,..
~
7
.'PRESENT RECEIPT WHEN LIFTING INSTRUMENT)
Washingt~n,Pa.,2:::.l.::.$.:....7...1:::::19 ..
Ng 11581 RECORDER'S OFFICE
RECEIVED OF.._e~2n.~...
~:-;:~~:~~z~::;::-;;::.;-;,:;:~:Ire ,,,0«100
Fees $....................~I /'5 IJ /}
St t T $.•50 :.';;fJ.."~t ..a e ax ---------
1.00
Certificate and Seal $..0
Registration Fee $--..-.
Satisfaction $-••....•.•.•••_.•
Total $.:=7.:..D--
State Realty Ta..~$__.
~
Recorder of Deeds
CLERK OF ORPHANS'COURT DIVISION
(3-
Washington,Pa.,-----7'!'ii=~".4~:..-..--==-~,19~.16245
r--------------------------------,
I
I
Total
State,etc.•-,-$===::::;:;;;:::
_••_._$~~Per~_"","","=--L&.----:;:=--';""'_