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OC1971-0935 - ESTATE OF SARGENT
"/ PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form j ./ Estate of AP.~J\!§.M9.~.J:!?;.L _.__'_'. CJJ~~..~~9~~.~~~~~~~.~~~.~_. Deceased 63-71-935No _. 'd'Alexander McIlvaine,FI uclary ,. Executor Date of Date·of Decedent's decith ~.~p..~.~~.~~~.?~Grant of Letters ~~.~~.~~.~.~~.??~. This is the J!J;'.f?~~f.~f1:~J.account filed in this estate If there have been former accounts filed in this estate,list file number or number and term ~.~~.~~.~.~. ...._-_----____----..--_----..--___-------_---____--_--_-____-----_---_-_-__--__-_. Election to take Under or Against will.(cross out one) Date Election Place of; Filed _.....................Record "..:_ . Name of surviving spouse ~~~.~g;~p.J.I..E!~~~J?~f1:~...P.;'.~~~.~~.~~.~~~~.;:- -. List issue,where material: Miriam R.Bryan -daughter Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate) ~No.If dnswer·yes,name them:~..:_'.~~~__.__... ....._-_-----___--__._----_-__ __-----_.-._--.-_---._-_.-.---__. Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Miriam R.·Bryan Richard J.Sargent daughter step-son 1/2 residue 1/2 residue List,if exceptions to above: No exceptions 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 paraQ.~9.Eb__C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:. File copy of Noti~~August 22,1972 :.' and date of mailing ;,.. Is estate subject to the filing of a Federal Estate Tax Return?~9.. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.1.,.2.6.0.•QO (.less 5%..discount). If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant ::.::::::·. Give Names and addresses of all unpaid creditors who are legally entitled to notice,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- qui,ring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None $136.83 165.03 Balance for distribution per account, Itemize any additional debits not shown by account: First Fed.S &L of Wash. Int on Sav.Acct.No.S-1369 """"No.14409 Total 'additi~nal debits (Add) Itemize any additional credits not shown by account: Wash;Co.·Per.LProp.- Delinquent Per.Prop.Taxes $7S.82 Total additional credits (Subtract) Balance for distribution $.~9.1.Z.?~.:.~.~_._. $..}9J.~.?§_ $.??~.?.~_--- $.~Q.,.9..~.~.!.f:?_._ If balance for distribution is not in cash,nsf each item held in kind,giving appraised Vdlue (or distribution Value); Cash '''''. --':J ./- Ar..:EXAl.'WER MCILvAINE ATTORNEY AT LAW 33 WEST BEAU STREET WASHINOTON,PENNSYLVANIA 225-9930 August 22,1972 TO:Mrs.-Miriam R.Bryan 12902 S.Lowe Avenue Chicago,Illinois 60628 MR.RICHARD J.SARGENT 17 Maple Ridge Road Milford,Ohio 45150 NOTICE OF AUDIT 'i ESTATE OF ADA K.SARGENT,also known as ADA SARGENT,DECEASED Please be advised that the undersigned Executor of the Estate of ADA K.SARGENT,also known as ADA SARGENT,deceased, has filed his First &Final Account to No.63-71-935 in the Orphans'Court Division,Court of Common Pleas of Washington County,Pennsylvania,and the same will be called for audit on Wednesday,September 13,1972,at 10:00 o'clock A.M.(EDST),in the Orphans'Court Room,Court House,Washington,Pennsylvania, at which time you may appear and be heard,if you so desire. Very truly yours, Alexander McIlvaine, Executor of the Estate of ADA K.SA~9ENT,also known as ADA SARGENT,deceased -.t- ...- ./ '$'---•as ••g;, If F '1'E .I'd b P .,. I 'f R d No claimamiyxemptloncalmeyetltlon,give pace 0 ecor :.;. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:~.<?~.~~.~. List any advancement or distribution on account that has been made,and nature"and amount of same: None Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: ,(1 -:; Miriam R.Bryan,daughter Richard J.Sargent,step-son '. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~~C?;1;"P doth depose and say that the facts set forth in the foregoing petition ore true to the best of ~~~knowledge and belief. ..................·..SWo.tn.to and subscribed before me~this..,!H;!J da~/~_~.E);':;;;(1;9;;;_, S;gnature af Off;cer~::~ Title of Officer ~~¥3Ifi-Eli~~!.~. Off' .Notary Public,Washington,Washington Co',Ice expl res "IQ'Cl5irifrifiSfon'£icplres'jliiy'i9:·i·976 . 1/2 resid.ue -'1/2 residue And your petitioner will ever pray,etc. 0~~,C~~. .~~~.. mommOU1Uta1t~of JtUUSYiUauta.}lIas~tugtou monntg.ss. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid J on the 14th~ Russell Marino day of September A.D.19 71 ,before me, ,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 Ada K.Sargent aka Ada Sargent late of East Washington in the County aforesaid,deceased, (a trlJe copy whereof is to these presents annexed),was duly admitted to probate;and A~exander McIlvaine 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 Alexander McIlvaine 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 said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 14th. day of September in the year ~f our Lord one thousand nine hundred and Seventy-one '...... ,-#....~.... ;; U") . !~~ C'..J <.f)-d: ill>~ 0 -'0... !tr.l ~ Z -'I i~ ~ (V">-.- r t-+ orr:3=0 t-+ ::c::.-.('t <..:> !~til ~ 0-::E:L1_z ~ .-: 0 1:2: trt ,0 1 8 ITI ,,~r- ~CJ) l.O ...J .... et C"., iJj (,!) -I uJ ~-Z »~ !-I C:'l.. (J)cJ)-!r ITI trt 1.,1...1 (j)-:t: t-+ <on :.::><.:;l (j) I 0 ra 0::w « ! "TI a I i ~ ("0",,1 c::~. :! I a l"- i ~ 1'1a:~,..... ! ;::: ! ; i I I -ra ~ .-: ;I =!;: 1"-.-- :;iiI! -~..~~"... _.:.~.t •.i"r LAST WILL AND TESTAMfNT I,ADA K.SARGENT,of the Borough of East 'Wash,i,ngton:- Washington County,Pennsy1vania,declare this to be my ~asfWi.11, and revoke any Will previously made by me. FIRST:I direct that all my just debts and funeral expenses shall be paid from the assets of my estate as soon as practicable after my decease. SECOND:I devise and bequeath the residue of my estate,of every nature and wherever situate,in equal shares,to my daughter Miriam R.Bryan,and my step-son,Richard J.Sargent. THIRD:I appoint Alexander McIlvaine Executor of this my last Will,and I direct that he shall not be required to givebondl for the faithful performance of his duties in any jurisdiction. IN WITNESS WHEREOF,I have hereunto set my hand and seal this '3 day of -lll.CGj/(/Pv!,1970. Signed,sealed,published and declared by ADA K.SARGENT, the above named Testatrix,as and for her last Will,in the presence of us,who,at her request,in her presence,and in the presence of each other,all being present at the same time,have hereunto subscribed our names as witnesses. II-I ----.,----------------------------------........ ",. l\ffi~auit (@f 1£xrrutnr (@r l\~miui!itratnr ~tate nf 'euunyluattta ( ornnuty nf lIIan4tugtnu )nn: P 11 b f th d · d "th 't Notary Public . d f 'dersonay e ore me,e un erslgne au orl y,a . .__....III an or Sal County and State,appeared _.._..__.A~~MNP.~~.._~c;_P:·.Y.AJ~~____who,being duly sworn acczrdAn1<.to lawkd1Boses an1 siYS that he is the executor ~~~~of the es- tate of ----~1}A--SJ~E~~~·~-·-·~·-·~··~--··-·-deceased,that the foregoing :A.93Aduf~g>Ri~~:a /k/a complete inventory and appraisement of the real and personal estate of ..--ADA-..&ARGEN'i'.---., deceased,except real estate outside the Commonwealth of Pennsylvania;that Hie-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 nalJl.ed~xecutor ~Hlta,im:;K d sf;JEirnsubscribed be 1 f 9 0re 72 this 7.}~~:6,~ ay 0 :~..17 :>~Executor-AI:klXKixmtu .~y..·Publtc . •Washington.,J,Was.!:!.!County,Pa.ADDITIONAL INSTRUCTIONSMyCom.r..xp.~".u-'7-0,I q ,S-1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Oopies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies aJ?d 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 3Juueutnru aub !\pp-rijtnemeut of the'goods 'and chattels,rights and credits which ADA K.SARGENT a/k/a • were of ADA..sARGEN-T ~late of ..J~q.;-9~gP.9..f ..~~.~.~.w.~.~p..:P}g,t;.q.P.:.2. Washington County,Pa.,taken and made in conformity with the above affidavit. J PERSONALTY Checking Account-Mellon National Bank &Trust Co. Savings Account (No.14409)-First Fed.S &L of Wash. Savings Account (No.S-1369)-First Fed.S &L of Wash. 580 sh Television-Electronics Fund,Inc.,Com.(@ 7.17) (now Technology Fund,Inc.) Div.on Technology Fund Stock-8/27/71 647.976 sh Wellington Fund,Inc.(@ 12.27) (formerly $5000.First Investors Corp.) Metropolitan Life Ins.Co.-Div.9/1/71 Chicago Heights Nursing Home-Refund on a,dvance .payment Blue Cross-Refund on premium Total Personalty ••••••••• REAL ESTATE NON E TOTAL ESTATE .•..•••.••••• DOLLARS 2,388 92 10,159 92 10,546 06 4,158 60 23 20 7,950 67 14 73 193 33 20 40 35,455 83 None 35,455 83 CENTS 02 7~'3 03-7/-73s- Inventory and Appraisement IN THE ESTATE OF ADA K.SARGENT,a/k/a ADA SARGENT......................................................,. deceased Filed ~~.~y.,19..]~.. :E;::v l'>·fTl:::::J(/)C)c_---'(/),"=(/)~ Z-lma:,m r- -f .::0 r~°0Z.".}3:: C")>~0':;::;0;r=z "lJr-O.»(1) .. """-A....., c:....e::~ ''"'0-".-.... (Jl -..I- -r,-.. r rq f"_"~~--' ." ~~~'i~ ....-5 ~./3,q-.,z,,2J-.-- STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to law,depose s and say s that the above account as stated is true and correct as ~~verily believe, 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 Statute and Rule of Court,as evidenced by proofs thereof filed to No J.I.3-:.1~-:.3.?L _.._. Witness my hand and official 'seal thiS..d??~._. Sworn and subscribed before me this .l . day af .......mm..m..mOlr>.•"'..~..19..nm..~(JfJ._~~ .....~~...... ~.~,(1.¥J~, ~C!./wt.~a/~/)S- Warshington County,ss: day of __~.~~.""-..'~_19-72J.. ............"711rt..It.~_~.~._ . ..L!..~;;_~of Wi lis --~--_...........-.._....---"'--_.' .....,....;;.0 Co) <l) :l o....., ...J.~ 0 <l).....,~~....., 0 N!I'l 'd 1', I'l a.:<t1 ,.; RtJSSE'L.L MAH!NO REGISTER OF WILLS WASHINGTON CO .•PA. e'L E'i 0"0~ '72 JUL f'PH f 46 "' \'. OJ 1'-'''''''..........(..---.. .\ , ''',~J-----..--,~ .(. r'}' #/ ~ -~ '.,... \ ( " The Court is respectfully requested to determine proper distribution-in-this estate.4&~-wA~ Counsel for Accountant .~. The First &Final·Account of Alexander McIlvaine,Executor of the Estate of ADA K.SARGENT,a/k/a ADA SARGENT,deceased, late of the Borough of East Washington,Washington County,Penn- sylvania. The Accountant is charged as follows: -----~---------------------------------------------------------- To amount of Inventory &Appraisement First Federal S &L of Washington - Interest on savings accounts Technology Fund -Dividends Wellington Fund -Dividends Gain on sale of 647.976 sh Wellington Fund Gain on sale of 580 sh Te1evision-E1ec.Fund $35,455.83 786.22 255.20 205.33 19.43 567.07 Total assets of Estate $37,289.08 j Balance due Estate Total credits claimed ..................6,515.87 t/ 30,773.21 J The Accountant ~laims credits out of the assets of said Estat , as follows: '>'"Eo;.'.•------------------------------------------------------------------- 10/7/71 10/7/71 10/7/71 11/9/71 4/6/72 4/6/72 4/6/72 .-:1:''.. Russell Marino,Reg. Observer Pub.Co. Wash.County Reports Russell Marino,Reg. Marie Guidos Russell Marino,Reg. Hummell Funeral Home Chicago Hgts.Clinic S.White's Sons Russell Marino,Agent Int.Rev.Service Pa.Dept.of Revenue Pa.Dept.of Revenue Mellon National B &T Co. Alexander McIlvaine Alexander McIlvaine Russell Marino,Reg. Letters Testamentary Executor's Notice Executor's Notice Short Certificates Notary Fees Filing Inventory Funeral Expenses Bal.on account Inscription on marker a/c Trans.Inh.Tax 1971 Income Tax (Fiduciary Return) 1971 Pa.Income Tax (Individual Return) 1971 Pa.Income Tax (Fiduciary Return) Service charges Executor's Commission Attorney's Fee Filing Account Total Credits . $19.50 14.00 14.00 3.00 6.00 4.00 1,435.00 15.00 19.36 1,197.00 11.94 9.38 20.06 2.73 1,864.45 1,864.45 16.00 6,515.87 Sworn to and .' Observer .Reporter WASHINGTON,PE~NSYLVANIA 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,SS:. Personally appeared before file,a Notary Public in and for said County and State,Ric.h..~,r..g s...~C..9.W.~JL ,who being duly s,worn according to la;w,deposes and says tha;t he is the .vic..e.::':P,r.e.~ig.e.Dt of the Obs'erver Publishing Company,a Benns,ylvania corporation,and its agent in this behalf;that the said Company is,th~owner and publisher of the Observer-Reporter,succ'essor to The Washington Obs'erver,established Septembe'r 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 predeces,sors have been established and published continuous'ly 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 Obs1erver-Reporter in its regular editions on the following dlate or dates;.. .......................S.ep.temb.er .24.,.Oc..t.ob.er....1....a.nd 8..,.1.9.1.J,.. that neither the affiant nOT the Observer Publishing Company is interested in the subject matter of s'aid notice or advertising and that all of the anega- tions'of this affidavit as to the time,place and characte·rof publication are true..•..:~..d.~.~ SUbsc~)pfore me th~~1day»..s..e.~Je.~:P..~.~1971&~X!1:'~~~ WASHINGTON,WASHINGTON COUI'HY 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}88. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS,was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ...........~.:.!?~.:~~.:.~~}..?..J.9...!L~.?...~.. ...........Q.I;;.tQb.e..r..1..l9.1.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. • ••••• •••• •••• ••• SARGENT.ADA K.,a/k/a ADASARGENT,Dec'd. Late of Borough of East WasJiington,\Vashington County,Penna. Executor:Alexander McIlvaine,33W.Beau Street,Washington,Penna. 15301Attorney:Alexander McIlvaine,33 W.Beau Street,Washington,Penna.15301 . that the affiant or the corpora60n 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 tJu.",,,,..it M to tho~""'"CP p~ Sworn to and subscribed befor:"~"'''''''''''''''''''''~~ "71.~.b ~y Of ;..,tQ.!?~.r.,19 7..J l . ~cJf'-~_."~ JOSEPHINE T.SCIAMANNA Notary Public,Washington,Wishington Co. My Commission Ex',irrs July I,1974 ~lt t4r Qruurt uf Qrummuu 'Iran uf Dltan4iugluu Qruuuty ®rp4aun'Qruurt iiininiuu In the m3Jtter of the Audit of Account in J Estate of_'_--=A=::D:=iA.=......:K:.::..!.-.--.:S=.::A;.=R:=.G=.:E=N::.:.T=--:L'( a/k/a ADA SARGENT, Deceased TO THE AUDITING JUDGE: No._~6~3~-..!-71=-----,,9!..>;3t...!5_~_,---_ Enter_'m-'yoL-.,appearance for A_c::..c.::..-o....:u_n--'...:..t_a_n_t ---'__ 13th day of S_e~p_t_e_m_b_e_r ,19~ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,weith supporting calculation of any interest claimed.Objections to an account as filed,shall be conci,sely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. I 'Vd "00 N01UNIHSV;A SlllNl ;\0 tEilSlfJ3U ON It!'n't '\l3SSntl S2 £~ld 9l d3S 2L ~C13'''11::J No.63-71-935 In re Audit of Account in Estate of ADA K.SARGENT.a/k/a ADA SARGENT. Deceased AUDIT 'rarripr fnr Appraraurr FOR Accountant Alexander McIlvaine Attorney ~2 ---------------------------- ,, J;J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DNISION ADA K.SARGENT,a/k/a ADA SARGENT, ( ) ( ) (No.935 of 1971 ) ( ) ( .HEARING ,ON AUDIT .•TheHonorable RICHARD DiSALLE,J., ,Specially Presiding. .,\ !.~I,-. Estate of INRE: 0( ~Deceased....,~~ ..>} CIIZ•.Z, III11.'• iol-e!~BEFORE:.; <~- • ~....:ua: I-CII oAPPEARANCES:.J< ~o :J.., :tI-r- III ALEXANDER McILVAINE,Esquire,of Washington, Pa.,representing the Accountant. ui TIME:Wednesday,September 13,1972,at 10:00 A.M.,EDE T ll:IIIl-ll:oII.III ll:THE COURT:The estate of Ada K.Sargent,also known asl-ll: :J 8 Ada Sargent.The Executor is Alexander McIlvaine and the attorne) .J 0( U j;:is Alexander McIlvaine.II.o MR.McILVAINE:If the Court please,I have all of the necessary papers in this es tate.There are no complications whatsoever.The estate is in cash. THE COURT:'Is there anyone interested in the estate of Ada K.Sargent,also known as Ada Sargent? (NO RESPONSE ) \........lL-_ 2"}-.;.-----11---------------------------------..,-------1---•IJ THE'COURT:The audit is closed. , f ,.. - (AU~IT CLOSE D )" '-.'. ., l'hereby certify that the proceedings and evidence ar~contained fully and accurately in the notes taken by me on the heartn of the above cause.and that this'copy is a.correct trans~riptof,the sam The foregotnq record of the proceedings upon the hearing of the above cause Is hereby approved and directed to -be 1iled. ~ itI-f/l ii .I<CQ Q :J., x..."'-N ailI:IIIl-ll:oLIIIlI: l-ll::Jo U '.I <Coii:I&.o ~ Z<C "~>-f/lZZIII'0. ZoI-~ Z,'i .f/l •0(~ J , \ ) In t4e <tram af <trammnn 'lens af lIus4iugtnn <tranuty, Jtnnsyluuniu,(@rpquuli'Qraurt liuiswn ESTATE OF No.63-71-93$ Ada K.Sargent alk/a In the matter of the,_--'"-Fi_m.........t ........and....,~F....in_a1._ Account of Alexander UcIlva'ne., Exeeutw $30,773.21 301.86•• 1$235.09 15235.06'. No balance Russell Uar1no,4gent,transfer inheritance tax,$413.82 Interest from 6-9-12 to 10-6-72 9.26 Additional credit asked at audit Additional debit asked at audit ,SCHEDULE OF DISTRIBUTION 'l4ir1am R.B17aB,daughter,1/2 residue, Richard J.Sargent,step-son,1/2 ",sldue, Balance _ Balance per account -_------,--------- Deduct Clerk's Costs &Receipts _ Attorney-----4AL.I]""e~xiUan~d.l.tey;:r!....,)(cIllll'"""n~V'&a1J;I,IDWle~--------- ADJUDICATION AND DECREE And now September 26 1 19-12..1 this matter came on for hearinglauditanddistributionatthissessionandtestimonytaken;and thereupon,upon due consideration thereof of the balSnce for distribution in the hpnds of the Accountant is determined to be $ ,30.996.2 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 mode part hereofl unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. .. ~,... . •~w. 0 ~ -to.):- m n :s Z !II n 9 0' 0 -+ yoot. C":r §; -+~III III 0 0 3....-to.o· ~ -to.-+ ~ -+III ::t. ., ~ 0-to. := .-+:rIII ~6- stl:) ~~tl:) tl:) Form RCC-33 RESIDENT DECEDENT 63-7/-rss- -\,f COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF 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.) of the estate of the above-named decedent being duly sworn,depose S and say $ ..............................Exeeutor Decedent died ..~.~P.~~~~IJ~.··(jt)...,19(k~,{~~eaVing a last will,copy of which is hereto attached.} Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. ...J\l.f!~;.l~~~l:'.....~.ll.V~~~~.l'.~~~~!~~l.........33 W.Beau Street Washlngtont,ra~I530f····· That as such ~~.9.:9.:~~.J;deponent is familiar with the affairs of said estate and the property con- (Executor-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 ~ccess by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX Mellon National Bank &Trust Co. Washin ton Pa. RELATIONSHIP OF JOINT HOLDERS TO DECEDENT redeeeased decedent That the contents of said safe deposit box or boxes are itemized under Schedules B return,with the exception of the folloWing,for the reasons hereinafter set forth: of this That Schedule A attached hereto and made part hereof sets forth fullv 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 allpersonal 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 insti tutions,whether individually,or in .trust for any other person or persons giving also separately the accrued interest thereon,if any,down to'~he last interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of 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 policles 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 interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death~or intended to.take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a 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,wit~its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the will,·deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fUlly and in detail all deb~s and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fUdiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein, have been carried forward and properly registered in the Summary. -",/"l /~~.~~--;t (7/.~-. (Executor-Admi.) ............~~W.!!~.~y $t.;r..e.@.t _•.. (Street Number) ............~~~~!~g~~!!:.L ~~..~!.~~9..~. (City or Town and State) Subscribed and sworn to before me this 7... ...........................................................day of :'JI.tA-o"1~19..??. .....................................................~..·Y·bI1C·~..·..·....· · Wsshington,WsehiD.gton CountYy pe.n.ney.1v..a.n.ia My Colllllission Expires .;2..(,,;}-8 L7.r ...J 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 (1-64) COMMONWEALTH OF PENNSYLVAl'lIA DEPAR1"'MENT 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 atdeath 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 described by lot and block number,street and street number,together with 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. NONE (1 ) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In this spoce) 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. NONE RCC-35 CmlllfONWEALTH OF PENNSYINANIATRfu~SFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangibl+~personal property owned indiVidually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.SaVings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are ,not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,painlings,automobiles,boats,2~,C.) Intangible personal property,such as bonds,treIlSl\~Y certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or diVidends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership tnterests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT ESTIMATED VALUE M~VALUE IDEPARTMENTVALUATION (Do not write injl this space), 1 Checking Account-NellonNational B &T Co •. itb $2,388.92 ~)3 [t'..9).. 2 3 4 5 6 7 8 9 Savings Acct.-(No.14409)First Fed S &L of Washington Savings Acct.-(No.S-1369)First Fed S &L of Washington 580 sh Television-Electronics Fund.Com. (now Technology Fund,Inc.) Div.on Teehnology Fund Stoek-8/27171 647.976 sh Wellington Fund,Inc. (formerly $5000.First Investors Corp) Metropolitan Life Ins.Co.-Div 9/1/71 Chicago Heights Nursing Home-,Refund 'on advance payment ' Blue Cross-Refund on premium ( 7.17 1~ 10,159.92 10,546.06 4,158.60 , 23.20 14.73 193.33 20.40 /()SL/',o y,I t./,/r(,lo /1f·13 IYd,J3 ~o,io Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 35,455.83 $1 ¥J-/>"'.f-3 I I I RCC':'36 COMMONWEALTH OF PENNSY1NANIA TRANSFER INHERITANCE TAX RESIDE~T DECEDENT SCHEDULE "t" TR..A.NSFERS (1)Did decedent,within two years of death,make any transfer of any material part o};.his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)1'JO (2)'Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)No (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?--------(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjo~ent 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)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 c01lld revert to decedent under terms of transfer or by operation of law?(Answer yes or no)He) (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of fact's on which said c'raim 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. NOD " Ree-S8 CCMMONWE~LTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated 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!~state.! NONE percentage Share I~I ! Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest I, Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. -"..:.. RCC-37 .(12-63) COMMON'i\'EALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ( h 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)forUI this fact.)OR NO BIRTH MIRIAM R.BRYAN daughter yes Over 21 1/2 12902 s.Lowe Avenue Chicago.111.60628 RICHARD J.SARGENT step-son yes Over 21 1/2 17 Manle Rid2e Road Milford,Ohio 45150 .. - Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE (Executor-Administrator must complete "As :~!No 63~71-9~;ar II R,port,d",olumn #1) ..0 ...:.!""O::o ........(l)(l) :P.Il"THE II Sl §:h e:.. til til 0.....,::s ""0~IATTER OF THE APPRAISEMENT II ~,~e:....g ~:~~ OF THE I I ~:.g -:?: (l) ESTATE OF II ['~ ll> ADA K.SARGENT,a/k/a II ct ADA SARGENT Deceased Late ofB()rO\lg1:l():f.E.:~f;tVJ~~hJl:lKt:0n. County of 'Washing1:C>1:l.. ...~-~::: Commonwealth of Pennsylvania II;; .-....-........--.~CFJ CFJ CFJC':l n n?"?"?" REPORT AND APPRAISAL II C"5 0:5 >..~:::=e :::0 -oJ.t ;>rt1 ::0 "'_<nG"';)C:«:...-f:I9-f:19~-f:I9-f:19-f:19:x:-(/)c:::r-\.:::-CI'>(f)r-:w .:w.______ Z -of _..\on :=:VI:Z >-<1:•..,r.:;!_TTl '*..C 'II :0 til -f ;:0 ~.-I :p.!i :~~~o r--;V1 So....\JI t:Q (l)-':z:0 _,~"'",,J \JI ::\JI:'"0 ~..".~...."......:, . 0o_.~..-.,..bO :00 :~~~;:u -.Ww.~•r-z -.~"'Dr-o ......(f')'-" CQ -f:I9-f:19~-f:I9~-f:19 :~.~:>-,~'J: t:J .~..,.~-. .~. r.:1':)11 ,...,-c..:l.3 ,I ::s ..r.:II~::~,c...,~- Lv.~~ '''"0>''''m,w~S:::'"S'-'if~ THE SUM OF $..._z"~~7 V' STATEMENT OF DEBTS AND DEDUCTIONS b3-7 (-13.s- .-~ ESTATE OF _!:!..L.~..:::!-~~-=..!~~=..:!!:__LATE OF Boroggh of East Washington ..,~--..",/,/OFFICE OF TME,REGISTER OF WILLS AND AGENT OF THE COMMONWEALTH OF __W'-'-'A=S.....H~I.=.:N-"=G.%!:T~O.::.:N~COUNTY Form ~C C·10 .: DATE OF FILING APPRAISEMENT _J:::..u=n=e__--=1:;.9~7_=2:._DATs:OF DEATH _--=S;.:e~p:..:t::..;.~9:...z..._1::...::..9.:..7-=1~_-.,....-__ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH"1ll Russell Marino,Reg.Letters Testamentary 19 50 Observer Pub.Co.Executor's Notice 14 PO Wash.County Reports Executor's Notice 14 PO Russell Marino,Reg.Short Certificates 3 PO Marie Guidos Notary Fees 6 PO Russell Marino,Reg.Filing Inventory 4 PO 1m/7 71 Hunnne11 Fun.Home Funeral expenses 1,435 PO 10/7 71 Chicago Hgts.Clinic Bal.on acct.15 100 10/7 71 S.White's Sons nscrip.on marker 19 36 11/9 '71 Russell Marino.Agent a/c Trans.lnh.Tax 1.197 00 4/6 72 Int.Rev.Service 1971 Fed.Inc.Tax 1l.94 4/6 72 Pa.Dept.of Rev.1971 Pa.lnc.'l'ax(Ind.Return)9 38 4/6 72 Pa.Dept.of Rev.1971 Pa.lncTax(Fid.-Return)20 06 Mellon National Bank Service charges 2 73· Alexander McIlvaine Executor's Com..1,.864 ~5- Alexander McIlvaine Attorney's Fee .1,864 ~5 Russell Marino.Reg.Filing Account 16 PO.. Total 6,515 ~7 D "J+C..-r:-Vi ()..()N-_"" " COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON I,ALEXANDER McILVAINE HEREBY CERTIFY,THAT.TO THE BEaT OF IIolV KNOWLEDGE AND BELIEF.THE FOREGOING IS AJUST AND TRU EsrATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSU OFAOMINISTRATIONSUBMITTEDTOTHEESTATEOFADAK.SARGENT k a INHERITANCE TAX PURPOSES.ADA SARGENT ~;;--'DAY or' Notary Pub J.C Washington,Washington county;pe:nSy1Vania My Commission Expires ~~L7.,c• IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. In the matter of :the Audit of Account filed in the Estate of ).Sarg~nt ,Ada K. Ada De(;eased )Date of death Q-Cr -7L ;No.~71-9*-,Term,19__.A.A. Docket 8 g -;)01.-1__ TO THE AUDITING JUDGE: Enter my 'appearance for the Commonwea~th of PennsylViania,claiming transfer inheritance tax in the above estate,as follows: DR. To appraised Vlalue of Estate:Rea1ty ___...____..___ $ Personalty ______..__.___._____..$_ AdditioIllal Assets per Account,Subject 'to Tax ____:$._ Addi'f:ionall Assets per Audit,Subject to Trax ._____..__._._....__.__$ GROSS VALUE _..__.___._$,.....:-__ CR. Debts and Expenses per Account;see Note AdditioIllal Debts and Expenses per Audit II ) $------- $------ $------- $------- $--------$_.._----_. $ TOTAL DEDUCTIONS,$_ NOTE:The following credits claimed in the Account are held not deductible a'S against the tax:CALCULATION Gross v:alue ..._....__.... Clear Value ........_..__.__ -2 ~:J-J~... 777,~__~ -_._~~ ---4-)~t-1----. .------ Less Deductions ...------.--.--.----.-----.-,.----.:;c-----Z&~--"r'1'--="-=--,.__ !~A2a~f2ro, $ Thx.l.~ able ( at \,-15%) $--_.._--- Balance ..__..__$ Interest__yrs.imos.~dayS@~%_..___$ Total Tax _.____..._...___.I,/0t7.00 $--;=..6l.1io3.It..&.·...D....~~ 1,,2'0,,00$ $--------- $ $_LJ )_.!.~?~ ~/~(,(),~Less amount previously pa1id __.___"__..._,-- ~7).~V 9-~. ---;;;;:--'_. TOTAL TAX AND INTEREST DUE ______$__~~~.0 }I,~:f'3~07 ·~~4)1j tJd b//'l7.tJ .•'0 I ~~'~~a~..,--9'9h TAX PAID ON ACCOUNT /1-cy -/I $ diSc.. ". ~ '. • , No.,_________Term,19__,A.A. ESTATE OF Deceased • PRAECIPE FOR APPEARANCE FOR COMMONWEALTH OF PENNSYLVANIA ~5 RCC-81 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPLY PLEASE J REFER TO 38-206-1 Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT ALEXANDER McnVAlNE (Executor ~W In Re:Estate of A_DA__K_._S_AR__G-=-E-=-"'N:.:..::T=--_ __\~_lAS_HI_N_G_T_O...:_N__County -Fi Ie No._--=.6..::.3_-7..:...:1=------=9~3~5:....___ Dear Mr.McIlvaine: You are hereby notified that the .original appraisement in the estate of Ada K.Sargent has been fi led jn ~e ,~ce of the Re7~ter of Wi lis of \iashington County on U y.,19_I Said appraisement reflects the following valuations: Rea I Estate-------",~.-=--=-c,,------ Persona I P roperty J_5_L..'4_...:;..5..:;..5...:._--=8--=3 _ T ransfers _ J 0 int Iy Owned ----1"-t!--,t-!!~-......__----Tota I~.3_5--.:,=--4_5_5 8_3 _ 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. SignedDate__J_u_l_Y_12_,_1_9_7_2 _ Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Titl e __Cfi_I_K_'F_A_P_P_RA_I_S_ER _ DATE OF DEATH:,;September 9,1971 Note:This is not a bill. " RC~~{g (5-68). COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of SARGENT,ADA (Last Name)(First Name) K. (Initial) DATE OF DEATH 9-9-71 FILE NO.63-71-935 REPORT OF INHERITANCE TAX APPRAISER £~1(}t<: INHERITANCE TAX APPRAISER /""' July 12,1972Dated:-----"----'~----- I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedule "A","B","C",and "E". 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. JUL 12 197J-RUSSELL MA?INO Dated:--'-. REGISTER OF WILLS $ 35.455 83 35.455 83 None 35,455 ~3 $35.455 83 35.455 83 None 35,455 83 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $-----'---+-- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $---------+----.A. Tax on $f 6%) Tax on $~ fix 00 $lK Tax on $15% ~~ptioos * Total Estate ---J"--_ TOTAL TAX COMPUTATION OF TAX $--------+-- $--------+-- $--------+-- $--------+-- $-------+-- $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 $C Add interest at rate of 6%from to ---C$---AMOUNT OF ESTATE TAX ASSESSED $. Estate tax paid $I , BALANCE DUE $L- Add interest at rate of 6%from to $-~t=TOTAL TAX BALANCE $-----~. PAID $-' FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will (...No.Admlmstration IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..1\DA ..K.~...~AR(}:f;~'l'...alk/~... Deceased Late of .......E.JiASHINQ'l'()N. County of WASHINGTON.............•................. Commonwealth of Pennsylvania REPORT AND APPRAISAL I ,. /' }o~unn RC.C-2 DEPARTM~!T OF aEVENtJE BUJtE"AU OF COUNTY COL~Tl9NS-...HARRISBURG,PENNA.17127 ·COl)tMONWEALTH OF PENNSYLVANIA ltESIDENT INIlE1UTANCE TAX APPRAISEMENT DATE J.qly 12..,.l.9.7.2.. COUNTY ~W~.~.h.!.g~.~~. FILE NO §.3..~..7..1.~.9.3..5 .. Whereas,Ada .K ,Sa.ra.en.t alk../a · ;late of E Was.hington .~.I .. in the County of :..W.a.s.hingto.n Commonwealth of Pennsylvania,having died on the 9 t.h day of S.ppt.emb.er ,..19 7.1.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Fr.ances Leo ,"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 PERSONALTY: See Schedule "B"attached hereto: .. . .. Total Unit Values $ Appraisement Made for Inheritance Tax Purposes 35.455 83 35.455 83 ~avi~gbeen duly ~wo.rn ~ccording to law,I do hereby ~t~the above appraisement is made in con- formIty wIth law.on thIs x:c2..~dayof :..'.:~:~192~. ...'......·········..·....·····,·····..········..~~..~..:AtdlC .'Appr~r ' '..1 ,'.-l •••.;),OJ''.";.'.'." Penna. .....WASHIN.GT.ON.... .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ADA K.SARGEIT a/k/a Deceased. Late of E•.WASHINGTON Date of Death,.s.e.p.t.emb.e.r 9..,1.9.7.1 . Appraisemel!t.Docket Vol.,3.8 . Page,....20.6~.L....................No.....63.~.7.1.~.9.3.5 . Filed in Register's'O[fice,..J.U.ly l.2 J9 7.2. Amcunt of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut A ppra-isement,.. Appeal ft-om Appraisement,. Entered and charged,.. , .. / -----.-- ---_.----.--...---.........-----~.-.---"---- - - ----- - - -~- - -----:-.-._.-~'I;-..--_.- No·8 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE11802OFFICIALRECEIPT•PENNSYLVANIA INHERITANCE AND ESTATE 'fAX RECEIVED ONE THOUSAND ONE mINDRED NINETY.SEVEN and 00/100 .................--.........-----dollars .representing Pennsylvania Inheritance or From:ArTY.ALEXANDER ~fcILVAINE Estate Tax due from the following estate: Address 33 WEST BEAU STREET WASHIl\llTON PENNSYLVANIA 15301 File No._6.:....3=-""'_7.:..,:1=.·.....:....9:....:3::...:5::--_Date of Death 9...9-71 ' Date of Payment ---...li¢IleWla~.9,""-';Ul~I.----1 Name of Decedent _~AD=A;:!!".....!K~.-.!!!S~A~Rl20o!!!l~A....-_------l County __--.:W!!.!~~~H~I~NG~·~T~O:..:!..:tl!----l Remarks: t.fJR ,.;;cJ- 2%Tax on $_ '_-r 6%Tax on'$On Account 15%Tax on $,_ %Tax on $_ Estate Tax,Act of May 7,1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ $ $]26000J•. $ $ $ $1,260.00 $63.00 $,---------1"1 If 00 ~[p ~~©illlf rn SEA L TOTAL AMOUNT PAID $1,19711 00 NOTE:This Triplicate Receipt to be retained lor oUd~U~?l~6....1 r),;1 ,)"-"A/' Received by .')U"~7 ,,;,.fJ..../i'-O NOTE:In accepting the _t~ansfer Inheritance tax on future estates,prior to the death of the me ,J (SignatUf LJ'7 tenant or tenant for years,as evidenced by this receipt,it Is understood that the Commonwealth s~all i -!.,( \ not be precluded or prevented from hereafter assessing additional Inheritance tax ot the death of tf1.e,~)"'\:J:&<-'£;;'/.2.1'..---(J"(A..W life tenant or tenant for years whenever it appears that such additional tax may be legally due and ....""<\(T'tf~\ collectible for any reason whatsoever.,,_)I '-'J &: ../ f:,~-7/-r3r LAST WILL AND TESTAMENT and revoke any Will previously made 'by me. I I,ADA K.SARGENT,of the Borough of East Washington, I Washington County,Pennsylvania,declare this to be my last Will, I I~ r II I! I direct.that all my just debts and funeral expensesFIRST:II shall be paid from the assets of my 'estate as soon as practicable I after my decease. SECOND:I devise and bequeath the residue of my estate,of every nature and wherever situate,in equal shares,to my daughter Miriam R.Bryan,and my step-son,Richard J.Sargent., THIRD:I ap~point Alexander McI1va~ne Executor of this my last Will,and I pirect that he shall not be required to give bond I for the faithful performance of his duties in any jurisdiction. IN WITNESS W~EREOF,I have hereunto set my hand and seal this j day ~f "111~,1970. Signed,sealed,published and declared by ADA K.SARGENT, the above named Testatrix,as and for her last Will,in the presence of us,who,at her request,in her presence,and in the presence of each other,all being present at the same time,have hereunto subscribed our names as witnesses. II'I 1 IIil I I II I !I Affi~ault ®f 1fxerutnr ®r .bJ-.7).f3!J~ Abmtutstrutnr . ~tutr of Jruunyluutttu l <!rouuty of lIun4tugtou )1111: P 11 b f th d . d ·th·t Notary Public . d f .ersona y e ore me,e un erslgne au Or!y,a III an or saId County and State,appeared ~.~g~NP.~~!1~.:p:,.Y.A!l'!g who,being duly, sworn acczrcIAn\to lawkd1Boses an?siYS that he·is the executor dt~~~of the es- tate of ····£lJA··SA~~E~lf~~·~····~···~··~·······deceased,that the foregoing ~C£Xdu.fs ~~~~a / complete inventory and appraisement of the real and personal estate of ADA-~.&ARGEN'l'~,a k/a deceased,except real estate outside the Commonwealth of Pennsylvania;that file-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 na~ed~xecutQr __~ieiakKx day O SfW;Jiirttsub;ibed be1 f 9 ore 72 this 7..·······}(.~h:.~.~~~.~.+.~"h ~_ ....:..V ·'¢1 ..17 :;~Executor-ltdDXKisXxD .......................· ·~y..·Puhltc . . Washington,1,Wash.•.Gount.y '._Pa.ADDITIONAL INSTRUCTIONSMyCom.r..xp.I .-7-U ,I t.7.5 . 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 3JuurutofU UUr.!\pt!fijillrwut of the goods and chattels,rights and credits which ..ADA K.SARGENT a/k/a • were of ·ADA...SARGENT ~.late of ~g.;".Q~gh Qf ..~~.~.~W.~.~h.;~g~~:m:". Washington County,Pa.,taken and made in conformity with the above affidavit. PERSONALTY -.. DOLLARS CENTS Checking Account-Mellon National Bank &Trust Co. Savings Account (No.14409)-First Fed.S &L of Wash. Savings Account (No.S-1369)-First Fed.S &L of Wash. 580 sh Television-Electronics Fund,Inc.,Com. (now Technology Fund,Inc.) Div.on Technology Fund Stock-8/27/71 647.976 sh Wellington Fund,Inc.(@ 12.27) (formerly $5000.First Investors Corp.) Metropolitan Life Ins.Co.-Div.9/1/71 (@ 7.17) r'. 2,388 92 10,159 92 10,546 06 4,158 60 23 20 7,950 67 14 73 Chicago Heights Nursing Home-Refund on advancei,payment Blue Cross-Refund on premium Total Personalty ••••••••• REAL ESTATE 193 33 20 40 35,455 83 .•. NON E TOTAL ESTATE ............. None 35,455 83 .•'T 4'Wi>~.''. 2 :3 8 8 9 2 1 0 1 5 9 9 2 1 0 5 4 6 0 6 4 1 5 8 6 0 2 3 ?0~--' 7 9 5 0 6 7 1 4 7 3 1 9 3 3 :3 2 0 4 0 3 5 4 5 5 8 3 -,.'I' h..~.a..e.e:;"e ~,..,e --. "'-.. Q 9 9 9 9 9 9 8--,I,'.'l' ~~ 1 9 5 0 1 4 o 0 1 4 o 0 3 o 0 6 o 0 4 o 0 1 4 3 500 1 500 1 9 :3 6 1 1 9 700 1 1 9 4 9 :3 S 2 0 o 6 273 1 8 6 4 4 5 1 8 6 4 4 5 1 6 o 0 4 3 o 0 6 5 5 8 8 7 ,t,'I' 1\ffi~autt ®f fExrrutnr ®r 1\~mtut5tratnr ~tntr of Jruullyluntttn } C!Louuty of IInll1}tugtou llll: Personally before me,the undersigned authority,a ~~.~~.~y.?~1?J.~~in and for said County and State,appeared A~~.~~P.E;!t.!1~JJ·.y.b.J:J.f~who,being duly sworn accir~n1<.to lawkdlPiosesan1 siYS that he·is the executor df~~~of the es- tate of ····~IJA··SA~~E~lf~~·~····~···~···~·······deceased,that the foregoing ~<13Adufs rfRR~~a·/. complete inventory and appraisement of the real and personal estate of ADA-~.SARGEN'f'~,a k/a 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·~xecutor _~ieiodac~ SW~T1t.subscribed before me this 7 1(~/1~~')~7 . 72 1~<--=-·...;:--4",I./-;"~~day of 19 . .-=o..~•.,.~.. ..:¢t ..~7 :.;~Executor-lwmdxlsnu .........:··~y ..·Puhltc J . . Washington,1,Wash..County,_Pa.ADDITIONAL INSTRUCTIONSMyCom.r.xp ,.'1.-..(), ,'i 75 . 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COpy Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 31uurutof1t null .ApP-ftJillrmrut of the goods and chattels,rights and credits which.ADA K.SARGENT a/k/a . were of ADA..SARGEN-T ~late of .)~q.;"9y.gh 2f..~~.~.~W.~.~h.~~gt.q.P.:.J. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENTS PERSONALTY I Checking Account-Mellon National Bank &Trust Co. Savings Account (No.14409)-First Fed.S &L of Wash. Savings Account (No.S-1369)-First Fed.S &L of Wash. 580 sh Television-Electronics Fund,Inc.,Com.(@ 7.17) (now Technology Fund,Inc.) 2,388 92 10,159 92 10,546 06 4,158 60 REAL ESTATE Blue Cross-Refund on premium Total Personalty ••••••••• Chicago Heights Nursing Home-Refund on advance:;,payment 23 20 7,950 67 14 73 193 33 20 40 35,455 83 . , None ., 35,455 83.............TOTAL ESTATE NON E Div.on Technology Fund Stock-8/27/71 647.976 sh Wellington Fund,Inc.(@ 12.27) (formerly $5000.First Investors Corp.) Metropolitan Life Ins.Co.-Div.9/1/71