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Home My WebLink AboutOC1971-1232 - ESTATE OF KNOX----------------------- mommouturalt4 of ,rUUSglUaUia,} llIlIas4iuginu monulg,ss. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid J on the 14th.day of December A.D.19 71 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of Sarah C.Knox late of South Strabane Township in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Elizabeth K.Weir and Charlotte K.Lane rices the Execu~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 Elizabeth K.Weir and Charlotte K.Lane 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 14th. day of December III the year of our Lord one thousand nine hundred and seventy-one .~~.~'~-..../~Register ! 11 :><1O!~I .! iltil!:! {"0 ( _~.:t.~ -'.~• •.'.-,...~,,'...0 '.., ~''to <: LAST WILL·&~D TESTAMENT I,SARAH C.~O~,of the Borough of East Washington, "Washington County,Pen.nsylvania,being of sound and disposing mind and memory,hereby make this my Last Will and Testament,revoking' all former wills by me at any time heretofore made. FIRST:I direct my Executrices hereinafter named to pay;, all of my just debts and funeral expenses as soon after my decease as may be convenient. I SECO~:I give and bequeath unto Sherman H.Siegel,of Washington,Pennsylvania,the sum of Twenty Thousand Dollars ($20,000.00)in trust,however,as follows:Four Thousand Dollars ($4,000.00)in trust for my granddaughter,Cynthia Weir,;Four .I IThousand Dollars ($4,000.00)in trust for my granddaughter,Penelope I 'I Lane;Four Thousand Dollars ($4,000.00)1n trust for my grand- daughter,Sally L~e;Four Thousand Dollars ($4,000.00)in trust ,i,, !1 ,!;1 ,1, ~ for my grandson~Perry'Lane Jr.,and Four Thousand Dollars ($4,000.00) in trust for my grandson,Gregory Scott Lane,to hold,invest and I i reinvest the same,to collect the income therefrom and to apply and principal as may be necessary for the of·my said grandchi~dren,and to pay overJ and accumulated income to said grand- proper education of each ,such parts of the income I any balance of principal IChildren as each of them attains the age of twenty-three (23)years Ilor graduates from college,whichever event occurs first,In the I Ievent of the death of any of said grandchildren before attaining 1IIIthe age of twenty-three (23)years or graduating from college,I ,Idirect that the balance rema ming 1n the account of such 'deceased (SEAL) grandchild shall be payable in equal shares unto the child or 'Ichildren of such deceased grandchild,and in case no children shall Isurvive,then in equal shares to my daughters hereinafter named. II f , I t·. '~'~......., ·/. I direct that my said Trustee shall not be required to ental" security in any jurisdiction .in whichha may act5 ITHIRD:I direct that all estate,inheritance and successibn taxes on the legacies provided for in paragraph tlSECOND"hereof shall b~paid out of the principal of my general estate to the same I '1'J~, affect as if said ta.xes were expenses of administration. FO~~:All the rest,residue and remainder of my estatel • .1bothreal,personal and mixed,of whatever kind and wheresoever j I the same may be situate"I give,devise and bequeath in equal sha~es 1I; unto my two daughters,Elizabeth K.Weir and Charlotte K.Lane"!.~ their heirs anq assigns fo.rever. Testament. and Charlotte K.Lane,as Executrices of this my Last WillIIWeir a.nd FIFTH:.I.hel'.ahy app.oint...my....two daugp.ters,,,.Elizabeth K. witnesses thereto 1n the presence of the said Testatrix,and of Ieach otner.. I .J, j \~I.,1 "i !I 1.J J,I; 11 j 1l,~l 1 j j'J '1 I JI~ 1 .f Witness /1 J ! I J witness".~ il;.~ :~!I i ~ .~ I-:t::.~:;,....;/~~~."'-.......;:c:;.-.·-"4~~·-.--"(SEAL)I II .!lLYil_TNESS WHEREQE,I,SARAH Co KNOX,the Testatrix,have, \unto this my Last Will and Testament,set my hand and seal this of us,who have hereunto subscribed our names at her request as C.Knox"as and for her Last Will and Testament,in t he presence Signed,sealed,pUblished and declared by the above-named Sarah the 6l-1P¥day of September,1954. I II -...."",.'........_•.-'-_....._------------_._-_.------_..._----- ,,r , I f G3-7/-/J.3~ i\ffiilautt (@f fntutor (@r i\ilwtutstrator j ~tatt of 'tuunyluatlia } C!touuty of 11lIIan4iugtou nn:. Personally before me,the undersigned authority,a ------~gJ~J:;·y--.r~'!?J.ttANif and for said County and State,appeared ~~J~_~~~JILK!...W~.IR._~mL.C.aAR..~9.'rT.J::...K..l_.who,being duly sworn according to law,deposes and says that the yaiethe executolSoX ~ieia.iQr of the es- tate of ..§.~.~~~__•__..KNQ~deceased,that the foregoing schedules constitute a .. f hId 1 f SARAH C.KNOXcompletemventoryandappraIsement0t e rea an persona estate 0 .__.., 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 ~f each item m~de by)~eJbove nam~~.E~ecut,~l1"s ~~0Dt Sworn and subscnbed before me thrs }ift:fI:J&~ d 'ff A~..~t,<?ober 19 73 .,......ay 0 --I~....Th....·..fJ~....Executor~ ·······················RUnr·M:··HALt··········No·t·ary·"Public" WASHINGTON COUNTY,PENNA'..ADDITIONAL INSTRUCTIONS MY'eQMMISSIO~EXPIRES OCT.4,19761,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 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 3JUUtutory aull .Appraintmtut of the goods and chattels,rights and credits which were of ~~M~G..~~9.~late of ~q:4.th $.t:x.~.P.~~.~J.'9.m:\~.hJ.p.." Washington County,Pa.,taken and made in conformity with the above affidavit. PERSONALTY DOLLARS CENTS 366 sh A.T.&T.,Common Stock (@ 42-t)15,463 50 20 A.T.&T.Warrants for Com.Stock (@ 7-1/8) $1000.A.T.&T.,8-3/4%Deb.,due 2000 (@ 110-1/8) $10000.Alabama Power,9%Bond,due 2000 (@ 108~) $10000.Boise Cascade,10%Bond,due 1975 (@ 100-1/8) $5000.Hawaiian Electric,9%Bond,due 1974 (@ 107) $10000.Sears Roebuck,8-1/8%Bond,due 1976 (@ 107) Savings Acct.-Detroit Bank &Trust Co.,Detroit,Mich. Checking Acct.-Detroit Bank &Trust Co.,Detroit,Mich. Medicare -Refund on medical expenses Washington Manor -Refund on advance payment 142 50 1,101 25 10,850 00 10,012 50 5,350 00 10,700 00 4,055 47 329 03 180 00 111 30 REAL ESTATE Total Personalty None JL()Jr~~~f)Jr~JL~•••••••••••••••••••••••••• 58,295 55 o 00 58,295 55 ''Vd ··O~N01.;)NIHSVM SIIIlA .:I 0 H31 SI:)311 o,.J nJ ~')"i 113 SSnH hE I Wd E2 130 £L. ~a 3 ~11.j 'f o() rt. ·:.,"")' .'._0""r I ('I,~.~\~_,0 STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountan'5 being duly sworn according to law,depose and say that the above account as stated is true'and correctas t.h.e_Y-verily believe, Sworn and subscribed before me thiS /.1..~. day of :..Q~}::.~~.~~_19]~.,/)..----~---~o"ta~~nc----- RUTH M.HALl: WASHINGTON COUNTY,PENNA~ MY COMMISSION EXPIRES OCT.4,1~76 Walshington County,ss:I do certify that I have given le9'al notice 't'O all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs thereof filed to No ....&.2.~.Z~.~..Z~~. Witness my hand and official 'seal this d-.~_..__... day of ./Y.t1..~..~..k ..~_..__1973.. ~.-...................................- --···-···---···2 Register of Wills Ii ..~,. 34P\'\\ ---_.- ~,'P ""0~I Q)...,U).:~*'::l0IOJ<:.>en~<:.>cu<l1 'd 0~.'0 ~.,-l."'''.,;~$-I~~i ..4-1iiiri.0'J..l ali ;j i 0 ~I ."s::'0 .-I CUi co!cu, N ~r:il co ~,.-:Ij ~, M Eo<s::~<l1N~Eo<C).,-l ~~.-I ~rn ~ I ril ::t:.-I ,~~..d:cui, '"-I.Ji 4-liI4-1 Q);4-1, M 00 en ..oi O!'"$-I ctI:.-I,.,-l lIi!,$-I, ~.~co!.-I,..t::, 0;~:C)! z' rr.F \L.,:.U7 '13 nc:r 23 t.~,.......",t 0RIJC::()'j::\i j:lf\',\\(~'....l~.;.....-\,.~• REGISTEf\OF WilLS WASlllHGTON CO.,PA. en ~...,...,.....:::l cO0...,"0 .: ::lCD0..c:l <:.>,~...,<:.> ~:0 <l1...,...."d 0~i CD ~""...,Z ~.:CD I-C.-:I OJ~:'"<~~CD .......>e,:)0Po..., ~.-:I~...,t,...,<l1.:I-CI-C::l ~oo0<:.><:.>~.cO . .:~::t:~:8 ~...,...,Q~.~.~ 0 CD ~~...,..c:l~..., 0 Mf.:.-:I ::t: "d "',<00.:~.... <l1 0,..;"" ".;'....... ·.f .,J .,,,-!•J' "'t ;u 11....,.." • ••• • • I •~,,• ,-< ."",,'\~ f •" '.----------- v -'.• ~: .0.", '·'i_ j .., ..,.~ .' ,"'.r, ~., ',' r.. ..._.... .~'\ The Court is respectfully requested to determine proper distribution in this estate.. aeu'~~On-h~~--Counsel for Accountant The First &Final Account of Elizabeth K.Weir and Charlotte K.Lane,Executrices of the Estate of SARAH C.KNOX, deceased,late of South Strabane Township,Washington County, Pennsylvania. The Accountants are charged as follows: ----------------------------------------------------------------- To amount of Inventory &Appraisement Income A.T.&T.-Dividends on Stock? A.T.&T.-Int.on Debenture Alabama Power -Int.on Bond Boise Cascade -Int.on Bond Hawaiian E1ec.-Int.on Bond Sears Roebuck -Int.on Bond Detroit B & T Co.-Int on Sav.Acct. $i,436.10 166.98 1,382.40 1,000.00 908.75 1,372.67 102.03 $58,295.55 Gain on sale of 66 sh A.T.&T.,Com.575.94 Gain on sale of 300 sh A.T.&T.,Com.2,325.50 Gain on sale of 20 A.T.&T.Warrants 21.89 Gain on sale of $10000.Boise Cascade Bond 102.03 9,394.2·9 TOTAL ASSETS OF ESTATE ••••...............67,689.84 TOTAL CREDITS CLAIMED 32,056.29 Balance due Estate 35,633.55 ,.-. The Accountants claim credits out of the assets of said Estate,as follows: 12/10/71 Russell Marino,Reg. Wash.County Reports Observer Pub.Co. Russell Marino,Reg. Russell Marino,Reg. Ruth M.Hall Dr.Wm.Reilly Letters Testamentary Executrices Notice Executrices Notice Short Certificate Filing Inventory .'. Notary Fees Doctor bill $19.50 14.00 14.00 1.00 8.00 5.00 125.00 " " " " " " Dr.D.M.Dunbar Piatt Funeral Home Kurtz Monument Co. Doctor bill Funeral expenses Marker 182.00 1,495.00 115.00 4/12/72 5/9/72 Int.Rev.Service Pa.Dept.of Revenue 1971 Inc.Tax (Fiduciary) 1971 Pa.Inc.Tax (Fid.) 23.63 17.68 " " Pa.Dept.of Revenue 1971 Pa.Inc.Tax (Ind.)72.84 4/14/73 Int.Reve.Service 1972 Inc.Tax 684.01 " " Pa.Dept.of Revenue 1972 Pa.Inc.Tax 132.39 Loss on sale of $10,000 Alabama Power Bond Loss on sale of $1000 A.T.&T.Debenture Loss on sale of $5000 Hawaiian Elec.Bond Loss on sale of $10,000 Sears Roebuck Bond 425.00 33.75 275.00 531.25 Elizabeth K.Weir Bal.due on Note dated Sept.28,1963 8,666.24 4/20/73 Payment of Bequests to Grandchildren: Penelope Lane Snyder Bequest,plus into 4,050.00 Sally Lane Sutherland Bequest,plus into 4,050.00 Perry Lane,Jr.Bequest,plus into 4,050.00 Cynthia Weir Brooks Bequest,plus into 4,050.00 Sherman H.Siegel )Attorneys'Fee 3,000.00AlexanderMcIlvaine) Russell Marino,Reg.Filing Account 16.00 Total ............32,056.29 - 2 - ..,.."Observer·Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:. Personally appeared before me,a Notary Public in and for said County ( and State,Ri.~ha.r.d S CQw.a.n ,who beillig duly sworn according to law,deposes and says that he is the Jli.c.e.~.p..r.e.s.id.e.nt of the Observer Publishing Company,a I'ieunsylvania corporation,and its agent in this behalf;that the said Com.pany is:the'owner and publisher of the Observer·Reporter,succ'essor to The Wash~ngton Observer,established Septembe,r 18,1871,and The Washington Reporter,established August 15, 1808,a·daily news:pape,r of··general circulation,printed and publis,hed and having its place ofbusines's at Washington,Washington County,Pennsyl- vania,where it'or'its predecessors have bee~established and published c(}!lJtinuous'1y for Inorethan six months prior to the publica;tion of the notice hereto attached;thllit the pr.lnted notice or advertisement hereto attached·. is a copy of an official advertisement,official notice;legal notice or legal advertisement,exactly a:s printed or publis4ed in thll Obs1erver-Rellortllr in its regular editions on the following date or dates;. ........De..C..e.mp..e..r 2.3..,..3.Q.f.J9.7...l.,.J.a.n..~.a.r.y.Q.~J9..7..~:.. thll:t neither tne affiant nor the Observer Publishing Company is interested in the subject matter of siaid notice Or advertising and that all of the allega- tions'of this affIdavit as to the time,place and character of publication are true...~.~d ..~.. EXECUTRICES'.NarICE ESTATE OF SARAH C.KNOX de·ceased late of South Strabane Township,Washington County,Par Letters Testamentary upon the above estate having been granted totheundersigned,"il persons hav- ing claims against the estate are reo·quested to make known the same ·to the undersigned or his attorneyandailpersonsindebtedtothede·•cedent are requested to make pay- ment to the undersigned withoutdelay. ELIZABETH K.WEIR16750RosemontRoad Detroit,Michigan 48219CHARLOTTEK.LANE R.D.#5 •Box 474 Washington,Par 15301 ExecutricesAlexanderMcIlvaine33W.Beau Sl. Washington,Par 15301ShermanH,Siegel Washington Trust Bldg. Washington.Par 15301 IAttorneys 71301-Thurs-3t------- Sworn to andsubsc~foreme~....daY of.J~JH~.~.r'y'...J,.972 ....,~.r;T ~y:.. MARGARET M.BRADLEY,NOTARY PUBLI~ WASHINGTON,WASHINGTON COUNTY' MY COMMISSION EXPIRES MAY 6,1972 -.. Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with tthe 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 officiail legal periodical for said Washington County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: .......~.~~.~~~~.!::~~..!~~.?;.?.?..~.. ........~M.y.~.U §~.27.?;. Estate Notices The Register of WiUs 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. • •••••••• • •• ••••• KNOX,SARAH C.,Dec'd._ Late of South Strabane Townslup._Washington County.Penna..Executrices:Elizabeth K.WeIr,16750RosemontRoad,Detroit,MIchIgan 48219'Charlotte K.Lane,R.D.#5,Box 474 Washington,Pa.15301Attorneys:Alexander McIlvaine,33 W.Beau St.,Washington"Pa.Sherman H.Siegel,Washmgton Trust Bldg.,Washington,Pa.15301 that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the ~J1ce and characterm pubV:~~~d_mWM",-:~"-~ ......9.t..b day of ~'-:!;l:y.~.Y.,19 7.~.tF--2,J.~ JDSEPHINE T.sC:;.r/:;~NrJA Nota;y Public.l'Iashin[tGn,Woshinr,lon (;'1. My Commission Expire,Uy 1,1974 <truurt uf <trummun (@rpqann' 'Iran uf Ifanqingtun <truurt llIininiun <truunty j In the matter of the Audit of Account in Es,tate Of__--=-S_A__RA.:...-H_C---:....._KN_O_X-',~{ deceased TO THE AUDITING JUDGE: 63-71-1232No.--'--_ AccountantsEnter__'_--'--o__u_r ,appearance for _ ').. d f December____ay 0 _ N.B.-Counsel shall,by separaJte pape,r,present a concise statement of each claim,w.ith supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. F~ILE:D,, V7 1,JAN'3!PH 3 59 RUSSELL MARINO nEGISTEna F WILLS VIt\SHI/-<I'lit n r}(:0 p A i ..~~~,...".,,r'. No.63-71-1232 In re Audit of Account in Estllite of SARAH C.KNOX, DECEASED AUDIT 'ratript fnr Apptarantt FOR Accountants Alexander McIlvaine Sherman H.Siegel AttorneyS ~2 " PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY T"ta'.Form J SARAH C.KNOXEstateof _-.---- - -------.-- Deceased No §~.~lJ:_:Jf~.7.__.._... Fiduciary.._J;;~.t.~~J?~th ~.~W.E?~~~~~. Charlotte K.Lane, ··············································Kxecu·ffi·ce·s----·--·· Date of Date of Decedent's death ~C?y.:..J.?.LJ_~7.J _.___.Grant of Letters __..p.~.9..·J~.'___J9.}J._..__. This'is the .¥.J;t;.l?j.:;:~...f.i:-g~J.account fi led'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 __.__P~.~~_~~!:"':~_~.~_.h~_~_~~_~~._.l?~~~.~~.~~.~.~~b:.~~._._..__. List issue,where material: Elizabeth K..Weir -daughter Charlotte K.Lane -daughter Did decedent marry after execution of will?(indicate)m No.Any children born after execution of will?(indicate) m No.If answer yes,name them __---.-----___.__ __._. Leg.atees Sherman H.Siegel,Trustee Cynthia Weir Penelope Lane Sally Lane Perry Lane,Jr. Gregory Scott Lane Relationship for: g-daughter g-daughter g-daughter g-son g-son Interest $4,000. 4,000. 4,000. 4,000. 4,000. .Fiduciary,if deceased or not sui juris Elizabeth K.Weir Charlotte K.Lane daughter daughter 1/2 residue 1/2 residue List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: The bequest of $4,000.,in trust,for Gregory Scott Lane,grandson,lapsed, inasmuch as he predeceased the Testatrix,having died on June 24,1969 . . If partial intestacy,give facts: None Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision cl received written notice of the filing of the account and of call of audit?Yes.xtmQ{. If any exception give cause:···. File copy of Notice and date of mailing :Ngy.~m1?g.r....7..1 1~.?~. Is estate subject to the filing of a Federal Estate Tax Return?~~. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~?'~~. If the Will makes any portion of.estate subject to a life-estate,give name and birth date of life tenant -'::.~-'::::.':". Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts of such claims;state whether they are admitted to be,correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: (1)By Assignment,attached hereto,Charlotte K.Lane,daughter of Testatrix, assigned all her share in the decedent's estate to Penelope K.'Snyder. (2)Gregory Scott Lane,grandson of Testatrix,predeceased her,having died June 24,1969,unmarried and without issue.Therefore,the bequest of $4,000. to Sherman R.Siegel,in trust 'for said Gregory Sc'ott Lane,is payable in equal shares to Elizabeth K.Weir and Penelope Lane Snyder,Assignee of Charlotte K. Lane.' (3)Cynthia Weir (now Cynthia Weir Brooks)Penelope Lane (now Penelope LaneSnyder),Sally Lane (now Sally Lane Sutherland)!and Perry Lane,Jr.,be~ng allthe2:randchilareI}who s\}rvivea Tef?tatrix,are a lover the age of 23 years andeShl~gLble tOs~ecetve the~r respect~ve bequests~SQC5hat ¥o bequests are payable toermanR..~ege ,as Trustee,under paragrapn ~~Nu 0 tne W~11. Balance for chstribulion per account,, Itemize any additional debits not shown by account:,$.}??~~}.:.??.. Total additional debits (Add) Itemize any additionql credits not shown by account: Per.Prop.Dept.-Delinquent Personal Property Tax $562.50 Total additional credits (SJbtract) Balance .for distribution $9.!.Q.9 ....................... 562.50$. $.}.?!g.?.~.:.~.?.. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Cash ----------------- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION Estate of SARAH C.KNOX, Deceased ) ) ) ) ) No.63-71-1232 yder, Lane ADVANCE DISTRIBUTION RECEIPT II j 1 I I AND NOW,January 9th,1973,the undersigned hereby acknow- I ledges to have received of the Executrices of the Estate ofIISARAHc.KNOX,deceased,the sum of TEN THOUSAND DOLLARS ($10,000), being advance distribution on account of share of Charlotte K.: Lane,a residuary legatee,in said Estate;said share having been: assigned by said Charlotte K.Lane to Penelope K.Snyder by Assign- ment dated December 6,1971. •ft.:W '" IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION Estate of SARAH C.KNOX, deceased ) ) ) ) ) No.63-72-1232 ADVANCE DISTRIBUTION RECEIPT AND NOW,August <.Y(i,1973,I hereby acknowledge to have received of the Executrices of the Estate of SARAH C.KNOX,de- ceased,the sum of FOUR THOUSAND DOLLARS ($4,000.00),being advance distribution on account of the share of Charlotte K.Lane, as residuary legatee in said Estate,and which share was assigned to me by Assignment dated December 6,1971. Penelope K.Snyder, Assignee of Charlotte K.Lane '.,.' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS''COURT DIVIS ION Estate of SARAH C.KNOX, deceased ) ) ) ) ) No.63-72-1232 ADVANCE DISTRIBUTION RECEIPT AND NOW,~~,1973,I hereby acknowledge to have received of the Executrices of the Estate of SARAH C.KNOX,de- ceased,the sum of FOURTEEN THOUSAND DOLLARS ($14,000.00),being advance distribution on'account of my share,as a residuary legatee,in said Estate. .,i' n;(, 1!IN THE COURT OF Cm'lHOl\!PLEAS OF HASHINGTON COUNTY,PENNSYLVANIA ORPRANS 1 COURT DIVISION deceased SARAH C.KNOX, ..qh Estate of:, "~i :~ji H ) ) ) ) ) No.63-72-1232 DISTRIBUTION RECEIPT---dq I;AND NOH,April 2-=1 ,1973,I hereby acknowledge to have ::received of the Executrices of the Estate of SARAH C.KNOX,de- :1 ceased,the sum of FOUR THOUSAND DOLLA..RS ($4,000.00),being full :;payment of my legacy in said Estate;and further,I hereby aver !i that I am over the age of 23 years. H., "I' ".j ,; :1 IN THE COURT OF CO:r-1l:10N PLEAS OF HASHINGTON COUNTY,PENNSYLVANIA ORPHANS I COURT DIVISION ~1i1 Estate ofi:, deceased ) ) ) ) ) No.63-72-1232 ~~j(#!JJri1W~ /SaYly Lane Sutherland ', DISTRIBUTION RECEIPT AND NOH,April __M-.,1973,I hereby acknmvledge to have h received of the Executrices of the Estate of SARAH C.KNOX,de- l ceased,the sum of FOUR THOUSAND DOLLARS ($it ,000.00),being full P payment of my legacy in said Estate;and further,I hereby aver H'1 that I am over the age of 23 years. ;}nq\: ,i'! IN THE COURT OF CONdO]>1 PLEAS OF HASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION Estate of 3j'R/\H ,-'IT"N'O'v-':::":-~-'-'-'-,~~, deceased ) ) ) ) ) No.63-72-1232 DISTRIBUTION RECEIPT AND NO'''],April _~,1973,I hereby acknmvledge to have received of the Executrices of the Estate of SARAH C.KNOX,de- :;ceased,the sum of FOUR THOUSAND DOLLARS ($L~,000.00),being full ii payment of my legacy in said Estate;and further,I hereby aver:j I that,I am over the age of 23 years ..: .i Ii U·l THE COURT OF'CO]yD:iON PLEAS OF HASHINGTON COUNTY)PENNSYLVANIA l!ORPHANS I COURT DIVISION 111~ 'I i H i:Estate of!~I'i' SARAH C.KNOX, deceased ) ) ) ) ) No.63-72-1232 DISTRIBUTION RECEIPT \i AND Nm-J)April .-1:.D._,1973,1 hereby acknowledge to have IIii received of the Executrices of the Estate of SARJiH C.KNOX,de- iJ ceased,the sum of FOUR THOUSAND DOLLARS ($4,000.00),being full ,i payment of my legacy in said Estate;and further,I hereby avern'i that I am over the age of 23 years. J: Ii JI!' II (~~/1'?~if~~."~. \1 J!!d.1.···""0IiII01 HI'i!iiIIIiIinpii1;I:II'Ii.ilIi 11 IIi I II II I! !II ASSTGNMENT KNOW ALL MEN BY THESE PRESENTS,that I,CHARLOTTE K. LANE,of Buffalo Township,Washington County,Pennsylvania,for value received,have hereby sold,assigned,transferred and set over and by these presents do hereby sell,assign,transfer and set over unto Penelope K.Snyder,106 Willow Road,Oak Ridge, Tennessee,all such share or part of the estate of my Mother, Sarah C.Knox,as bequeathed to me in her Will dated September 21,1954,and probated in the Office of the Register of Wills for Washington County.,Pennsylvania;and I do her'eby authorize and empower the said PenelopeK.Snyder,her Executors, Administrators or Assigns,to take,receive and hold the same to and for her own use and to give all neCessary receipts therefor. IN WITNESS WHEREOF,I have hereunto set my hand and seal thisGth day of December,1971,with the intention of being legally bound hereby. ACCEPTANCE OF NOTICE OF ASSIGNMENT AND NOW THIS 6th day of December,1971,notice of the foregoing Assignment is hereby accepted. C.Knox,deceas d If Family Exemption claimed by Petition,give place of Record:Ri{2 ~1~~~. If F 'I E t"I'd d"I'h'db'f CI'No claimamiyxempIonIScalmeatauIt,give name,re atIOns Ip an aSls or aim:. $50. i50 .50. 50. List any advancement or distribution on account that has been made,and nature and amount of same: Cynthia Weir Brooks -granddaughter $4,000.bequest +-int.of Penelope Lane Snyder-granddaughter ·4,000.bequest +int.ofSallyLaneSuthei1and-granddaughter 4,000.bequest +int.of Perry Lane,Jr.-grandson 4,000.bequest ,-int.of .(Receipts attached hereto) $14,000.distribution a/cElizabethK.Weir -daughter Penelope K.Snyder,Assignee of Charlotte K.Lane -daughter .14,000.distrib~tion a/c. . . ,.,Reel.ts t ache.d hereto.,Suggested dlstnbutlon of balance shown,both as to pnnclpal Qn~Jnc~e,afta~lng slgnea ana It mlzed elections to take in kind if balance is not in cosh:residuary shares being stated in proportions:. Elizabeth K.Weir,daughter 1/2 residue,including 1/2 of lapsed bequest to Gregory Scott Lane,grandson (subject to $distriQution on account~to-wit,14,000) Penelope K.Snyder, Assignee of Charlotte K.Lane, daughter 1/2 residue,including 1/2 of lapsed bequest to Gregory Scott Lane,grandson . (subj ect to distribution on account to-wit,$14,000) COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~~2.;-:P.-doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray,etc. ...................................~~.. ......~~..2f-~.-..£L . to the best of J:h~JE knowledge and belief. .....................~.~~.~P.-to and subscribed before me this..l:t1v.day of p..~~.E?~J?~~19.?}.. S;gno'",e of Offker.~~a.-.Lt..~..... Title of Officer NQ.t;9.+.y...J~~l?:J:.t.£....................'\j-_"'L ·''_c Office expi res M~~~::J:~u~t~~~. WASHINGTON,WASHINGTON ~I):~~A::'J' .M.1r~MIIMSSlm~i;....mES ,n:'if71 !§/:] No.63-71-1232 Estate of SARAH C.KNOX.....................................:. Deceased F'ILED, ,7~JAtl 3!PH 3 59 Fiduciary...~!J~.?e.E?E~...~.=...~~.:!-.~...~m~..... ,Charlotte K.Lane,._.~.~~. ·······....·...··...···..··;······Exe·cti"ti;'fce·s---···-·-··· PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following/in conformity with Court Rules adopted effective December 3/1951/being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem/if pertinent. 3.Copy of Order appointing Trustee ad litem/if pertinent. 4.Proof of 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. ALEXANDER McILVAINE SHERMAN H.SIEGEL AttorneyS ~2 RUSSELL MARl:;,) REGISTEf\OF W/U.S WASHINGTON CO.•PA. ---==.:::- i ! , ALEXALVDER MCILvAINE ATTORNEY AT LAW 33 WEST BEAU STREET WASHINGTON,PENNSYLVANIA 15301 November 7,1973 TO:Mrs.Cynthia Weir Brooks Mrs.Penelope Lane Snyder Mrs.Sally Lane Sutherland Mr.Perry Lane,Jr. Penelope K.Snyder,Assignee of Charlotte K.Lane IN RE:Estate of SARAH C.KNOX,deceased NOTICE OF AUDIT AREA CODE 412 TELEPHONE 225-9935 Please be advised that Elizabeth K.~'1eir and Charlotte K.Lane,Executrices of the Estate of SARAH C. KNOX,deceased,have filed their First &Final Account to No.63-71-1232 in the Orphans'Court Division,Court of Common Pleas of Washington County,Pennsylvania,and the same will be called for audit on Tuesday,December 11,1973, at 10:00 o'clock A.M.,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, 1Ii'-2s n 'V)~Q ..UL_A-O-,,-,'-d'JA if /1.;~J..f7J..A.A_~ Of Counsel for Estate of SARAH C.KNOX,deceased J IN THE COURT OF COMMON PLEAS OF WASHINGTON co UNTY.PENNl . ORP HA NS'COURT DIVISION for the al dit of this estate. Mr.Siegel. MR.SIEGEL: ',' , ." IN RE: ESTATE OF SARAH C.KNOX. :!:z~Deceased...J)- IIIZZIII0. ioI-~BEFORE: :IIIIc(~ ..:uii:APPEARANCES:I-III o ..Jc( ~o :J., ~TIME: N ui0:IIII-0:~THE COURT:III0: I-0: :JoU .J« u iLLl.o ) ) )No.o3~7~'-1~32 ) ) ) ) HEARING ON AUDIT THE HONORABLE PA UL A.SIMMONS.Judge of the said Court. ALEXANDER McILVAINE &SHERMAN H.SIEI~EL. ESQS .•of Washi~gton,Fa.,repres enting the A'ccountants . Tuesday,December 11.1973.at 10:00 A.M .• EST. The next case is the estate -of Sarah C.Knox.~, '~, If the Court please,I have the necesBary pap erl3 Mrs.Knox was the widow of Judge t' Knox.who your Honor might remember as Judge of the Court of Common Pleas.There are no complications,Your Honor.One of the residuary legatees has assigned her interest.which is noted in the Audit Petition.And one of the grandsons who was left a $4.000.00 legacy,predeceased the decedent,and therefore. ·' his legacy will lapse,and under the terms -of the will,be divided..;,' equally between the decedent's two daughter'.!, THE COURT:No problems? MR.SIEGEL:No probleI?s,,Yoyr fIonor .. THE COURT:Mr.Zermanr,please announce the estate of 0(Sarah C.Knox. z0(~>-MR.ZERMANI:III~(Court Crier) \&I0. Your Honor,I received no res ponse. estate of Sarah C.Knox? is ordered closed. ';'. g THE COURT: l-e>z xIII0( ~ ~U 0:: ti THE COURT: o oJ 0( U o :J., :I:..r- N Is anybody in the Courtroom interested in the (NO .'RESPONSE ) Hearing no response,the audit of this account ( AUDIT CLOSED) '1"\' eedlngs upon the bearing of theTheforegoingrotOt'd of the 1 her.by cel'tify tbat toe proceedtngo and evidence Ilr(tconta toed cause,and that thia copy itJ a correct transcript oftbe aame. iii0::\&II-0::~fully and accurately in the not eo taken by me on the hearins ot the above 0:: I- 0:::JoU oJ0( Ui;: l1.o above cause la hereby approved and directed to be tUed. By tbe Court, °It',,i i-~"I I "..,'f},t,~'1 ojr,r-:''1<~t_)1 ;J •(J~~11 t:.',.. -p,.(2~-'t1.r?7~JM1.j~j~~J '03 '••v r ,~.~,,,'.',( fWS c'[t I 'f 1 P'NO'-v ;~..f..•'~,-\.\I , Ju "REGlfYfER '0 F\~I tIS WA,SHINGTON CO.•PA- l I.I .J;>•.,:".)i.,.fl~I 1-I ....,r I ~1 J."'"J'r ,. J ...)t "J ..J, j . T It ,~'.... L' ,~..1 ,")~\,I.~ ,f " J '. ,I IJ I, .,. j • '-",l 1._"'j. )::. '.f ')\ ., I '"-'.'" ...,.. ",. ,, I'd .J. ..,.t -,. ., .,0;,1..•t.'II'.;j-I ...~'..r ., "9 I In t4t Qtnurt nf Qtnmmnn Jltuli nf lfuli4iU!ltnn QtnutitY. 'tnnli!Jlnnniu (Orp4nns·Qtnurt iinisinn ESTATE OF Sarah C.Knox. Deceased. N 63-71-1232o._~:...._'--J._....!i!!::-.=c::...!_=:.-_ In the matter ofthe:__F_i_r_s_t_an_d_·_F_i_n_s_l_ Account of Elizabeth K.Weir and Charlotte K.Lane,Executrices. i SCHEDULE OF DISTRIBUTION A-DJUDICATION AND DECREE An now January d I ,19-.l1±.,this matter came on for he~ring, audit and distribution of this session and testimony taken;and thereupon,upon due consideration thereof of the balance for distribution in the hands of the Accountant is determined to be$~07J .05 and the account is accordingly confirmed;and it is ordered, adju ged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto,be filed ,.e.reg.or an appeal be token herefrom soc.leg..~~__/'~ ,/'-::v,'"~~y<=?,/ 9--V Balance per account -,-i Additional Credit -Audit.I $35,633.55 Balance $35,071.05 Deduct Clerk's Costs &Receipts 45.50 35,025.55 Attorney A,lexanderMcIlv8ine &Sherman H.-S1 egel '~4l71.£,--;.so _!l:?J-'J-':Jc-'"."J.:s;/'1 7 ,,I Russell Marino,Agent,transfer inheritance Ll!~A~~~,~ tax 2637.24 I/~~~(Y c. Int~rest.8/15/72 to 2/15/7'-~237.35 2874.59 ~$'150.96 Elizabeth K.Weir,1/2 :r_esidue,(inc~uding 1/2 16075..48 ~c?g7"!-'s7' of lapsed bequest to G.regoryScott Lane,grand·'fg'.."z...s.-./9'7 c/son).Accountant to take credit for advanced ./~~ dis tribution of $1l.~,000.00.UA-~fo/d Penelope K.Snyder,assignee of Charlotte Ktf 1607').48 Lane,1/2 residue (including 1/2 of lapsed bequest to G~egory Scott Lane,grandson). Accountant to take credit for advanced distri~ bution of $14,000.00 No balance Le. .--m""~ ..:::1'-"-II>. ~'. .,." ,or .,. "':., \. - ~8§..,. o-t\ :J..,.:::rCD 3o~CD...o-n..,. if - " ~Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON J IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Register of Wills of the County where .decedent resided;Return is due within one year after date of death,unless an.exte~ion is granted by the Secretary of Revenue.(Section 703 of the Inheritance and Estate Tax Act of 1961.) IN THE MATTER OF THE ESTATE OF }..AFFIDAVIT OF '."~AM~t~E·;~li·~?~·d~~~~t·i································································EXECUTOR s . S.Strabane Twp.,Washington.~~Late of County State of ...... County of ......~~NN~TI.Y.AI.UA .. WASHINGTON }ss:..............................................................................................................._. ELIZABETH K.WEIR and CHARLOTTE K.LANE of the estate of the above-named decedent being duly sworn,depose .and say Eucutors o That as such ~~~.~.~~.9..;'.~deponent is familiar with the affairs of said estate and the property con- (Ex""utor·Admini.trator) Rtituting the assets thereof and their fair m'arket value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:-. NAME AND ADDRESS OF BANK OR OTHER IN&TITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT None That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception·of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and·made par.t hereof sets forth fullv and in detail all the real property in the Commonweal th 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 de-tail all personal ~property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent- Iatthetimeofdeath,whether in decedent'simmediate possession,standing to decedentt1s cred!t 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,Cd~Wn·to th~last interest day prior to decedent's death in the case of savingsbank~,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 Uni ted States to the decedent;all obligations,whether by statute or agreement they are design~ted 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 by decedent,together with the fairly estimated market value thereof;all bonds and mortga~es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. 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 qf 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,withil1 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 COllY of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,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,andthe 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 amI 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. Summary. ~.-'"'-"i _i .~I '..m~.;:..._._. (ExeC'Ut01SA~~, 8780 ""~~~,~,~,g,~"".p.~"!on"....""""..."",,,,R,,~J?,~.1f..:?.:J~.Q~.....4.74 (Street Number) Brig~.~<:>.~.,,,,,,.~~~~..~,,.,,,,,,.,,..,,,,,,,,.~~.~~,~~&..~?.~.~,,~~. (City or Town and State). That the total;of the appropriate columns in Schedules "A","B";"e","E",and "F"as directed therein, have been carried forward and properly registered in the Subscribed and sworn to before me this """"". .'ci""""..""";.".""."......".,,<r.~.,,....d~Y of .."......"QG..t.Q,P'.g~.,,,,,,,,,,,,,,,,,19..?~......~L Y:h.IJ~."".""""""""""""············..·,,···:·····No·t'ary·PtibTic··"..·..""",,"'" RUTH M.HAll! WASHINGTON COUNTY,PENNA. MY COmMISSION EXPIRES OCT.4,1976 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'c'i::-34 (HI4), 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 af 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. NON E (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) 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 , I ,.RCC-35·' COMMONWEALTH,OF PENNSYLVANIA.TRANSFER INHERITANCE TAX' RESIDENT DECEDENT SCHEDULE "13" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Intangible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and fUrnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank, stocks,mortgages,notes,together with accrued interest or rU'Iidends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership tnt.erests,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. 1 2 3 4 5 6 7 ITEM UNIT ESTIMATED List and describe fUlly VALUE MARKEl'VALUE 366 sh A.T.&T.,Com.Stock 42~$15,463.50 20 A.T.&T.Warrants for Com.Stock 7-1/8y 142.50 $1000.A.T.&T.,8-3/4%Deb.,due 2000 1]0-1/8,/1,101.25 $10000.Alabama Power,9%Bond,due 2000 108~,10,850.00 $10000.Boise Cascade,10%Bond, due 1975 1qO-1/8 10,012.50 $5000.Hawaiian Elec.,9%Bond,due 1974 107 5,350.00 $10000.Sears Roebuck,8-1/8%Bond, due 1976 107 10,700.00 DEPARTMENT VALUATION (Do not write in this space) )0700,°0 8 9 10 11 Savings Acct.-Detroit Bank &Trust Co. Checking Acct-Detroit Bank &Trust Co. Medicare -Refund on medical expenses Washington Manor -Refund on advance payn ent 4,055.47 329.03 180.00 111.30 4055~'17 111.3 D Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 58,295.55 S 8:;qs.55' ~ . •RC'C-'3& COMMON}VEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX. RESIDENT DECEDENT SCHEDULE "c" TRA.NSFERS (1)Did decedent,'within two years of death,make any transfer of any material part 0NBis estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)__ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer __ (b)State of decedent's heal th at time of making t.he transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of propert:-'without receiving a valuable or adequate consideration therefor which was to take effect in possession or enj oyment 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 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)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)_~N~o~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which prOVided in Schedules A,B,or E. ITEM NON E DESCRIPTION MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Ix Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. NONE ,..., ReC-38- COMMONWEALTH Of PENNSYLVANIA TRAN~FER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRFCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name I Address and Relationship of Co-Owners,and Place I of Record of Instrument,where Rea~Estate.!. NON E unit Value percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest --------------------.....L.----'--------I.-.,-----t--+-~ Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. ,-""', ,~, RCC-37 (i2-63) COMMONW~A{,TH OF PENNSYYLANIA ,TRANSFER INHERITANCE TAX RESID~T DECEDENT SCHEDULE "D" BENEFICIARIES Deponent further says that all the above-named beneflc~aries are living at this time except below: 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)forUJ this fact.)OR NO BIRTH CYNTHIA WE IR BROOKS g-daughter yes over 23 $4,000.00 935 Westchester Grosse Pointe,Mich.482 30 PENELOPE LANE SNYDER g-daughter yes over 23 $4,000.00 106 Willow Road Oak Rid~~Tenn 37830 SALLY LANE SUTHERLAND g-daughter yes over 23 $4,000.00 Tampa.Fla.33600 PERRY LANE.JR.g-son yes over 23 $4,000.00 564 E.Maiden St. Washington.Pa.15301 GREGORY SCOTT LANE g-son no lapsed ELIZABETH K.WEIR dauszhter yes over 21 1/2 residue 8780 Tamarack Drive Bri2hton.Mich.48116 CHARLOTTE K.LANE daughter yes :>ver 21 1/2 residue R.D.tft5 -Box 474 Washington,Pa.15301 .. ( h NAME DATE OF DEATH RESIDENCE Gregory Scott Lane June 24,1969 (Predeceased testatrix) OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT P.ol THE .- ...,'"0 ::0""~~~""~::l til ...... til 0 (ii'.~~ ...- 0til'0 '"0 ~ ..."".g ~ ~~ (Executor-Administrator must complete "As Reported"column #1.) o""otiltil trltil....~ ft ..., ~g. ~ Year 19711232~tNO' .SJ\AAHG.~J~NOX Deceased Late ofS()\,lt:hSt:l:'.elp.el1J~'I'().Wl)$h.ip REPORT AND APPRAISAL Commonwealth of Pennsylvania County of .Washington ~~~ enc:~~:> .--..::0 W Vl en ~ n n?"?"?" q tJ >~::_.................. ~~~ 'Vd "00 NOl:JNIHSVh\ Slllh\JO :13isl~3H ON j H\"'~'4 Tns SnH :\.11,~ :w:N:\0:\.11 :. :\.11: :\.11: :\.11 :00 :>:Z ie Z til :0 :N 0 ::0:::s :\0 ::s ~:::Ol ,\.11 CD :;......... :.""'1 \.11 rt:\J1 c............ ~~~jd [Z 130 H, 4.('1 -nJ '11 II_,t ••d _.J '•• -"'1 ~~~~~~ :>or. t:l8-~"".........3 ::Ir;c... .' AND AGENT OP TH&COMMONW~ALTH OrTles OF Tf<E ~EGISTER OF WILLS, OF ,"WASHINGTON COUNTY STATEMENT OF DEBTS AND DEDUCTIONS l3-7J-I;).3~ "w"n,,,m'~<D "J THE SUM OF"$..i~/13~.S~ DATE APPROVED ..,.,.'..~r?'~.by.... ESTATE OF ~_S-,A-,RA=-.;H~C..::.--=-._KN;.;...;;;:..;_O-'X_----'_-'L.ATE OF S.Strabane Twp.,Washington Coun_ty,Pa. DATE 01"FlUNG APPR....ISEMENT _O_c_t_.1.....,9_7_3__oATs OF DEATH __....;N::..:..:::.o..:,v-".---.:1::..:5::..L.'--=1-=-9...:..7-=1:...:-~_ . ! i I I I ..I i i !I iII I I III ..I I I i! j I I II t . ..I -, O....TE I NO.OF NAME OF PAYEE I REMARKS I AMOUNTVOUCHJi~ I I I .IIRussellMarino,Reg .I Letters Testamentary I $19i 50..1 14100Wash.County Reports I Executrices Notice I I I Observer Pub.Co.I Executrices Notice I 14 00 Russell Marino,Reg.Short Cert.I 1 00 Russell Marino,Reg.I Filing Inventory 8 00 Ruth M.Hall I Notary Fees 5 00 12 10/7 Dr.Wm.Reilly Doctor Bill 125 00 II II Dr.D.M.Dunbar Doctor Bill 182 00 II II'Piatt Funeral Home I Funeral expenses 1,495 00 IIIIIKurtzMonumentCo.I Marker 115 00 5 9/7~Pa.Dept.of Rev.11971 Pa.Inc.Tax (Ind.)72 84 Elizabeth K.Weir I Ha1.due on Note dated 9/28/f 3 8666 24..~I Attorneys'I i£ermag H.Sir~e1 Fee 3000 00IexanerMca~ne I Russell Marino,Reg.I Filing Account I 16 00! i I i Total I 13,733 58!...... .. COMMONW£ALTH OF PENNSYLVANIA " COUNTY OF WASHINGTON }ss: We.ELIZABETH K.WEIR and CHARLOTTE K.LANE HEREBY CERTIFY.THAT.TO THE BEaT OF (l..S.l (L.S.) RUTH M.HALL WASHINGTON COUNTY,PENNA. MY COMMISSION EXPIRES OCT.4,197~ OI\!t:t'KNO"NU:OGE AND SELlEF,THe:FOREGOING IS A JUST ~ND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPEN3~Oi" AOMlr,ISTRA'ripN SUBMITIED TO HIE EiSTATE OF SARAH C.KNOX.P;;;ClU.SED.AS OEDUCTION"FOR """"'''"'',,;,."URPOm .n Jd 9'="WO~t,;;~r;:::-M''"',:7l~f cI PAY c;-·-~==t Notary Public ..q "~~.~-~~.'.~ .............r..\ "...:J '\.-.,... ..,jJ C)""'..~ n1 o... "l> s~;1: ..S> {t j I r. , ~:' r->.... f '."..".' .' ;~..' ,, .. ADJ'USTHENTS -FILE NO.63-:U.l~12 DEBTS &DEDUCTIONS FORI-!-AHOUNT CLAll1ED LESSIT;;:7·IS DISALLO~'lED: $---- $13 zs3.SY " ." $------.$----- $------.. ., ---------------- '.TOTAL J;.T,T,m-JA3LE DEDUCTIONS' .•BALANCE .ADDITIONAL DEDUCTIOI~-ACCOm~T &AUDIT··:,&~-:t::i:-/.J~~·~;"::::L7~~~:2 .....$..,-$d,j.:·~:'(/'·~·':· "~,i/..~.'.v $~~~btJ----- $------ $----- ~...;". I":----------------- RUSSELL HARINO,REGISTER OF '-TILLS By·.,s:b j .'..... ....: I. ,..; .,... \ r COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT ELIZABETH K.1IIEIR &CHARLOTTE K.LANE {Executor or Administrator} IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division j In Re:Estate of SARAH C.KN6I' _----.:W=A=s:.:..;:H=:;IN:.:...:G::..::T..::.:ON:..:....-__County -Fi Ie No.63-71-1232 Dear MRS.WEIR &MRS.LANE: You are hereby noti fi ed that the:-:-=-:-=O.:..:R=-=I.:..:G-::I=:N=:A1=-_ .apprai sement in the estate of -'-S.:..:ARAH_C.:..:.::........:KN.::........:O:=X"--_ has been filed in the offiCe of the Register of Wills of_....!W.!£A~S~H.=INu;H~T~O~N!....-_ County on OCTOBER 24.,19-.71,Said appraisement reflects the following valuations: Real Estate n_o_n_e _ PersonaI Property ----L.S-""8.,,.,~29LSL.L5L..55lL·_ Transfers _ J0 int Iy Owned ----,,...,.;.-....,.,.,.--r-rr-------TotaI 5_8_,_2_95_"_5_5 _ 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 _-"'O=C=TO=B=:ER==-=24=."----="1'-.!.9.......73L.-_ Title __AP_PRA_I_SER__11 _ DATE OF DEATH:NOVEMBER 15,1971 Note:This is not a bill. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of KNOX,SARAH C. (Last Name)(First Name) DATE OF DEATH_1_1_--.:15:--....;.7_1_FILE NO.63-71-1232 (Initial) REPORT OF INHERITANCE TAX APPRAISER lylJ ASHINGTONI,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". 3'~.I m--n~~yQ~'I J.M1cVL/YA.. ~INHERITANCE l:~PPRAISER OCTOBER 24,1973Dated:-------"-"_...:.....:-==---- REPORT OF THE REGISTER OF WILLS \\TASHINGTONI,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 VALUE AS REAPPRAISED $-------+--I " 58~295.55) s;8.295.55 none 58,295.55 VALUE AS REPORTED VALUE AS APPRAISED $l==$ 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 _.l= ,,.."/' (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue.$ 1= $ $ C $ COMPUTATION OF TAX $-------4-- $-------4-~ $-------4-- $-------4-- .$-------4-- $============ $=======1 $-------l -__-----l'l- TOTAL TAX BALANCE :------1~ PAID $...JL Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $--~---I Estate tax paid $-J BALANCE DUE Add interest at rate of 6%from ------Ito----- TOTAL TAX FOR USE OF REGISTER ONLY Tax on $-----------i--2% ,Tax on $~ Tax on $% Tax on $10% Tax on $15% &~pti~s * Total Estate -4-__ FOR USE OF REGISTER ONLY ADJUS'rMENTS 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..l No.Admimstration ~ IN THE year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF SARAH C.KNOX Deceased Late of . County of WASHINGTON WASHINGTON /> Commonwealth of Pennsylvania REPORT AND APPRAISAL ~, •/: :"'ut:t.:;f\c-;_.'2 ~..,,-',._. "I BUREAU OF COmiTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVM.JIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE 9.g!'~.~~.~..~~.!.~???. COUNTY }1ASHIN.GT.ON . FILE NO §?:?~.:~??..?... Whereas,~~~~.~..g.~~~g~;late of 9..~~.~~J?~~..~.. in the County of WA.9.tP:.1.!QJ'9,N.:Commonwealth of Pennsylvania,having died on the ~.?~.~day of ~?.YE..~~19 ?.~.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.P.9,~~.~9.~.?P..~~.~~.A ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years.the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest.. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes PERSONAL $ SEE SCHEDULE liB"OF APPRAISEMENT 58,295.55 .. -_. f-', .~. , WASHINGTON <J County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of SARAH C.KNOX Deceased. Late of S.STRABANE TWP. Date of Death,.N.9.~~I.P:.5.~....~.9.7~....... Appraisemeilt Docket Vol.38-,. Page,~~.~~~No ??:.?~.:~~?.~ Filed in Register's OfJice,~9.~.~~.'.J9..?.~. Amount of tax due $J ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,ut Appraisement,,: ;..~""".,..~.-'....- Appeal f,.om Appraisement,.. Entered and charged,. .Vd ..0C)rlOTt1 NIH SV"'~ 51'111\\jO tJj.lSI~38 OH\'GVH Tr3SSnH 65 E Ud it N~r ~L, ,(I..:1 -1 lJ Jr f -,I ~,,'- j IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. In the matter of Ithe Audit of Account filed in the Estate of 1971)Date of death Novemher l 5. \No.---2J-71-).232,Term,19',A.A. I Docket__3_8_-__2_3_2_-2_)DeceasedSarahC.KnoK, TO THE AUDITING JUDGE: Enter my 'appearance for the Commonweal'th of PennsylViania,claiming transfer inheritance tax in the ahove estate,as follows: DR. To appraised Vialue of Estate:Realty________------------..---------------.------..-------.---.-.--------------..-.----..-----.-.-----$ Personalty .......__..__._..$_~S~._!t.~,/~;1=--.L-9~s-.:..J,'--.!S~S~--- Additional Assets per Account,Subjeot 'to Tax .__.-------.-$,_ Addi'tiona,l Assets per Audit,Subject to 11ax ---..---------------------------------------------------------------.--------------.-----$-_ GROSS VALUE .....$__5=----=-?~;1 '9.5:$"S" CR. Debts land Expenses per Account;see Note AdditioIlJal Debts and Expenses per Audit II ) $------- $--_._-- $------- $------- $ TOTAL DEDUCTIONS, $~_f..,tI-tJ-=--__ $-- $__LLf.,cJ ¥/.~-2'; NOTE:The followiIIIg credits claimed in the Account are held not deductible 'a's against the tax: CALCULATION Gross v:aJ1uem_m_m_om m 5 B'J ;L 9 ~"-,--=Sc....=-~_ Less Deductions m__m__m I '-1,<J L/If S t Clea'r Value _1:.3 9 S J ---,--9,..,,::.1 _/-. _____m •_ Tax·i able at -----------------ctJ\------ Tax. 1,_able ( at '.--- 15%j _ $--- TAX PAID ON ACCOUNT Total Tax ....._._.....$:2...I..~7,~JI-------'Lf....r._ $----- Less amount previously palid_______________________________________________________________---$__.~<>a.._C?-':.L.._ TOTAL TAX AND INTEREST DUE .$ ./)c#d ,(J 1dLLtr'/~?7 </.q ~A"J /C77 </y~~9ntUu-~~r; Bar;:i17-;:·-·A·····-·-~7i---:jl7-;:;.-------·----·--···--·---···----..------.-.-----$ Interest__yrs.__mos.__days@ __%-------------$__.J.=-.sJL..!.?-'-I---,3 ~-__ $------- $------ $-------- $ ()os:s:oz~III»r-IJ:"11o0 "11 :u 11III Z ZIII<~ ); '11:u»III () '11III "11o:u »'11'11III»:u»z(')III r -CO I :3g-;)32 -2...'3-7/-/2.3 2-j ---I II .-~......,.------.. ~~-288-A CM (2-86) BUREAU 'OF COMPLIANCE BUREAU OF FIELD OPERATIONS COMPROMISE{WRITE-OFF SETTLEMENT MEMORANDUM COMPROMISE WRITE-OFF Estate of Knox,SarahNAME _ID Nb~.6371-1232 ADDRESS _ACN-101 Washington County DATE(title) .-,,"" OFFICE OF CHIEF COUNSEL BUREAU OF COMPLIANCE DEPARTMENT OF REVENUE RK:OMMENDA'l'ION: TOTAL AMOUNT OF CLAIM:$8.29 GENERATED BY 0 COMPLIANCE THE BUREAU OF: AMOUNT RECEIVED/OFFERED:0 FIELD OPERATIONS AMOUNT TO BE WRITTEN OFF:A 4·41 TAX lil INDIVIDUAL ~XES B 3.88 INTEREST 0 MOTOR LICENSE FUNDS C PENALTY 0 FEE ,CONCURRENCEI -...BUREAU~OF -MOTOR LICENSE 'FUNDS I \f..I:j }, IIIIII!I"1II,I~ it;'11·~:I ; {-II ~.;" +:'~.:..~Jl·t~------------------------------------------------------------------------~~-----------------.~...-APPROvEDl······-:-~---,•.-~+.•~j::·~~;:;~~-~~~~AR~TM=·-::..ENT=!'~·-:-"'::O=f"":RE=VENU=='=E""----·-··-·-·--~-~-'....:.;.S::.;PI:=R.::ETA=::;R;:.Y.;.;O:::F:....:·REV»1I==U:::>E::.·-.:D:-:~~1;~~~..----...;..,..----_-~] ~...._..~""'I(Io'..........._.........~~ .:;:,_. ....t...'-.;1Q.----------__--------------==.:==::..------------------.- ::.. l"_'":J tu.....-._......_\.- ~~!-',....<.1 j"'- Q::'{~,-o I.1JQ:: ,.;~ •.,t''. #' ,'!..,. . .-'_.~-.'~~::'&07D) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE r~' RECOMMENDATION OF THE DEPARTMENT OF REVENUE TO COMPROMISE OR WRITE.OFF INHERITANCE TAX CLAIM COUNTY Estate af !0.)OX;SARfth C County File No./cil3¢of 7/Bur.FileNo.~j 7/-/~3,;;"" ·Date af death 1/-6-71 Date of filing of Appraisement _~/;..;O=---_,;i_'I....-_/;..;"'3=----,...- Name andAdd;~ss-of'Attomey,~eRmAIlJfI,Ste.idl ~/S"'t1kLiJ/6,J 1R.el.D(:r~618Sht;VfbrJ,PA. Nam~a~i Address'of Personal Representative....JN""-'Q"-"=rJ""(,.:"'-__~_ It is hereby recommended that the inheritance tax record in the above eSTate be adjusted as follows:_ fie ed'/l·k '&eo~1.J k cAred h y wRit/iv'oFF C/"fI..-/ i \IIiLI'II 1'1 \ I!I I!Iii III 0t=-' I/-I R&' (DATE) .., .".',~~., ~J...-.......JIl~....-.....--•.~'.....-.•".•..'.'c~.- Date on which current.and active lien was last filed_f\.u.)LlQo.L:::tJ~e _ Action initiated by'/ifRIlIi/e tn,./)qmme..!-rF 11 (NAME)ITlTLE! Real Esiate --:=--::-::::-:=~;:_:::,------ Personal Property__-'s.~"J':..;''(:::-:.'1.,,:5:..;:..;'$".=..=5":.--_ Transfers -------,::c-=------,:------Grass Estate ---'$'7-"j-=~:'_'tL.S:;::_:'.s:._;:S'--_---- Debts &Deductions ,_-.!CI_¥~3:.:'f..L(_=_...:::S::::,y~----_ .Clear Value '-'9'~3~?_='s:_=-g.;...'1.<-:..'7----- Tax Assessed ---::..;>~"!:,,;372~.~=3----.-.,:..; Tax Paid .;3,"-'-'&>"-"'..3-"'i?.",'-'g~~"'----- Balance of Tax Due c/.~/•L ,z::.,II/;Interest to Date ,.;,.J_-frnf"~ Total Amount Due $''''-·d2~9 _ ~~~';...-",.-.,'~.~--'"..-:<~:~:..-'-""'-,...-...-". ~~_,"~~.,4+-·:~.~~.c~/~~.':Jr-~;~~"1".;~~,::_:.;:~~~.,_~~~~~;...'---.i::~'7<_-....... .....---_....-......,: ~••".,r • \ \ I \, l .00 T 1 51 4 6 3.5 a 14250 1,101.25 1 0)350.00 10,012.50 51350.00 1 0;7 00.00 Lh 055.47 329.D3 180.00 1.1130 5E,29S5S T T. 1 9.5 0 1 4.0 0 1 4.0 0 1.0 0 8.0 0 5.0 0 1 2 5.0 0 1 8 2.0 0 1.4 9 5.0 0 115.00 7 2.8 4 8.6 6 6.2 4 3.0 0 O.0 0 1 6.0 0 1 3.7 3 3.5 8 T .J LAST WILL AND TESTAMENT I,SARAH C.KNOX,of the Borough of East Washington, Washington County,Pennsylvania,being of sound and 'disposing mind and memory,hereby make this my Last W~l1 and Testament,revoking all former wills by me at any time heretofore made. FIRST:I direct my Executrices hereinafter named to pay .',all of my just debts and funeral expenses as soon after my decease as may be convenient. SECOND:I give and bequeath unto Sherman H.Siegel,ot Washington,Pennsylvania,the sum of Twenty Thousand Dollars I, ,.' ($20,000.00)in trust,however,as follows:Four Thousand Dollars ($4,000.00)in trust for my granddaughter,Cynthia Weir;Four IThousandDollars($4,000.00)in trust for my granddaughter,Penelope Lane;Fou,r Thousand Dollars ($4~000.00)in trust for my grand-I r!.~', 1aughtel-.Sally Lane;Foul'Thousand Dollars ($4,000.00)in trust i f for my grandson,Perry Lane Jr.,and Four Thousand Dollars ($4,000.00)I. in trust for my grandson,Gregory Scott Lane,to hold,invest and I I reinvest the same,to collect the income therefrom and to apply.". such parts of the income and principal as may be necessary for the proper education of each of my said grandchildren,and to pay over any balance of principal and accumulated income to said grand- children as each of them attains the age of twenty-three (23)years.I or graduates from college,whichever.event occurs first.In the event of the death of any of said grandchildren before attaining the age of twenty-three (23)years or graduating from college,I direct that the balance remaining in the account of such deceased 19randChild shall be payable in equal shares unto the child or I children of such deceased grandchild,and in case no children shall"··. survive,then in equal shares to my daughters hereinafter named. _g.......wu~·~~"'--C~.4~-+-.·_·_(SEAL)1. i I~.'.,__J_J i 'j .i I ! j 1OJII, I, 1i \' Ii 1i j !I1 j I :1 i'i 1I·1II I direct that my said Trustee shallnQt be required to enter security in any jurisdiction in which he may act. THIRD:I direct that all estate,inheritance and succession taxes on the legacies provided for in paragraph "SECOlID"hereof shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration. FOURTH:All the rest,residue and remainder ot my estate, both real,personal and mixed,ot whatever kin4 and wheresoever the same may be situate,I give,devise and bequeat~in equal sbaies unto my two daughters,Elizabeth K.Weir and Charlotte K.Lane,I their heirs and assigns forever. FIFTH:I hereby appoint my two daughters,Elizabeth K. Weir and Charlotte K.Lane,as Executrices of this my Last·Will and Testament. IN WITNESS WHEREOF,I,.SARAH C.KNOX,the Testatrix,have unto this my Last Will and Testament,·'set my band and seal t bis· the ~/,tW day of September,1954. II t II \ I r r I I \! (SEAL) '= Signed,sealed,published and declared by the above-named Sarab C.Knox,as and for ber Last Will and·Testament,in the presence ot us,who have hereunto subscribed our names at her request as witnesses the:r:etoin the presence of the said Testatrix,and ot each otp.er. Witness.~~iUoAo~~""'__~~""'--- I_.._.~Il .__ IIr f i ~~3-71-/~3~ I I ;, 1 ! LAST WILL AND TESTAMENT \!.' ,.r" ~.'..;,. ~. I,SARAH C.KNOX,of the Borough of East Washington,. Washington County,Pennsylvania,being of sound and disposing mind and memory,hereby make this my Last Will and Testament,revoking all former wills by meat any time heretofore made. FIRST:I direct my Executrices hereinafter named to pay ~ all of my just debts and funet'al expenses as soon after my 'decease as may be convenient. SECQ~:I give and bequeath unto Sherman H.Siegel,of Washington,Pennsylvania,the sum of Twenty Thousand Dollars ($20,000000)in trust,however,as follows:Four Thousand Dollars, I ($4,000,00)in trust for my granddaughter,Cynthia Weir;~our I IIThousand Dollars ($4,000.00)in trust for my granddaughter,penelofe H Lane;Four Thousand Dollars ($4,000.00)1n trust for my grand- daughter,Sally Lane;Four Thousand Dollars ($4,000.00)in trust I for my grandson,Perry Lane Jr.,and Four Thousand Dollars ($4,000.00)· in trust for my,grandson,G:regory Scott Lane,to hold,invest and I, reinvest the same,'to collect the income therefrom and to apply I.I such parts of the income and principal as may be necessary for the proper education of each of my said grandchildren,and to pay over any balance of principal and accumulated income to said grand- children as each of them attains the age of twenty-three (23)years I or graduates from college,whichever event occur's first..In the event of the 'death of any of said grandchildren before attainingIthe~ge of twenty-three (23)years or graduating from college,I direct that the balance remaining in the account of such deceased grandchild shall be payable 1n equal shares unto the child or i children of such deceased grandchild,and in case no children shall! survive,then in equal sha.res to my daughters hereinafter named. (SEAL) ;.' L. ,I "-\ I I I direct that my said Trustee shall not be required to enter security in any jurisdiction in which he may act. both real,personal and mixed,of whatever kind and wheresoever Weir and Charlotte K.Lane,as Executrices of this my Last Will taxes on the legacies provided for in paragraph "SECOl,ron hereof I 1!I I Ihave'II estate,! III \ (SEAL) lli..!!.TI!ESS WHEREO.:E,I,SARAH C.J~,the Testatrix, FOU~~~:All the rest,residue and remainder of my unto this my'Last Will and Testament,set my hand and seal this the c9-/~day of September,'1954. >' I·1j the same may be situate,I give,devise and bequeath in equal shares 1Ii1'j" j .~~.~ J Iii~!~,, and Testament. effect as if said taxes were expenses of administration. I~:I direct that all estate,inheritance and succession.I IIshallbepaidoutoftheprincipalofmygeneralestatetothesame I unto my·two daughters;Elizabeth K.Weir and Charlotte K.Lane, 1 the ir he irs and as signs forever.II .....'I FIETH~.I.he.:,reby.aPPo'lnt.my_tWQ..d.a.ughters~"",Elizabeth K. ~~ Signed"sealed,published and declared by the above-named Sarah c.Knox,as and for her Last Will and Testament,in the presence of us,who have hereunto subscribed our names at her request as witnesses thereto in the presence of the said Testatrix,and of eanh other. Witness I-f."J..-f~..::nW)",,---Wi tness .;! iI! I II1"'1 l\ffi?tautt®f txrrutnr ®r Ailministrator §tah~uf ~rttttElyluattiu } OJouuty uf liiush,ittgtou Elli: P .n 11'b f th d .1 th't Notary Public .d f 'd.elSO a J e ore me,e un erslgnecau on y,a ------------------------------------uNlf an or Sal County and State,appeared ~1J~h~~_1'H_..K~.-.Y.~JR--9.ng-J;JiAR.LQ-rJ:~--J\-.-j ..who,being duly. sworn according to law,deposes and says that the yaiethe executOlsoR:~i~].;m$;Q;r of the es-. tate of J?_t._MH g_!KNQ~_... ...__deceased,that the foregoing schedules constitute a complete inventory and appraisement ·of the real and personal estate of ------.§~-~~--.g.~~9.~..., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposit~ e8.ch 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 \\jn~t lil?rraisement of each item made by t~e ::bove na~~,Execu~or Sj.';:~OOX i SwoY,i and subscribed before me this /..7 "'}dl k,l /'/'/i.",/,-,(.\.l.-; /'"~../~-~~. d ,\~\.~c tober 19 73 .y.t..d/.u-:r..x~·/l',,·p_£k'.,A'~,_,_·...,,'il)01\;.•.j ;.........Executor~x~;L-(;A.ci!-/h J )CCk..-i:?.- ........:.....:..:···Run-1"M.··H.~\Lt"..····..No·t·ary..·Public·· I,'I J ,\\VIN:r11flGTON COUNTY,PENNA'.ADDITIONAL INSTRUCTIONS MV CCW.1ISSI0N EXPiRES OCT.4,19761.An inventory must befiled 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 ~_.~,.::._-::::.:.':::.:-:::..:::·::::.::::..:::::.H:::;::;_·.:':"_:="::·~'.::~:::'''-.::=.~::'::::::~::'::::::'''_'''::':,,:::':::'':'H~~'':::::_'':='::::::::::::':''::':;:-"':::'-:~':::'::':~='::=:-__'::':"'-"':'_:::':":;':-:'>_'':::'':-.~~.:r~::..:::::=.:=.:.:.--.::::=:.:..=~_=:_=:::.:._=~._::~.:~'..;.:=--;.:;...::::.~::::::..".'::~==_:...:.:.':..:::.:::.:::==:_::__.;::.:..._=:'_'::.:..'"7'_=::::._::__:..."'=".:::.~=_=..::_~~ ~-·-..:-.~:::;:::~=.:-:::-::::~-:::::7.;_',....=::~.;:=..-:::";:.';::::::~:,-_:.::;:::::;:_.=::;::::_;.':;::...::....--:::::::-=:::..-:::-.::::'=:::::::;:';..-:::::::::::.:,::::::::::.::::.:::::::--:"::-..._'::..--:~:::::;::;:;.::::-:..::::-=~::::::,-::::::::;..:':::::-::-7.:..:~;=:,~;=;~:::::.-~.'::::::::::::;-..::::::..--;:,.-:-:::-:::::;.:_;::=..:::::::=:::::~,.":::::;-_-=:::.~ 3Juurutnry nub i\.:ppraiElrmrut of the goods and chattels,rights and credits 'Which were of ~AM~G..~~q~late of $,q:4.t;h $.t.r.g.p..g.n..~l'QWP.$h;L.p.." Washington CO'ltnty,Pa.,taken and made in conformity with the above affidavit. PERSONALTY DOLLARS CENTS 366 sh A.T.&T.,Common Stock (@ 42t)15,463 50 .'. 20 A.T.&T.Warrants for Com.Stock (@ 7-1/8)142 50 $1000.A.T.&T.,8~3/4%Deb.,due 2000 (@ 110-1/8)1,101 25 $10000.Alabama Power,9%Bond,due 2000 (@ 108~)10,850 00 $10000.Boise Cascade,10%Bond,due 1975 (@ 100-1/8)10,012 50 $5000.Hawaiian Electric,9%Bond,due 1974 (@ 107).:5,350,00 $10000.Sears Roebuck,8-1/8%Bond,due 1976 (@ 107)10,700.00 Savings Acct.-Detroit Bank &Trust Co.,Detroit,Mich.4,055 47 Checking Acct.-Detroit Bank &Trust Co.,Detroit,Mich.329 03 Medicare -Refund on medical expenses 180 00 Washington Manor -Refund on advance payment 111 30 Total Personalty 58,295 55 REAL ESTATE None TOTAL ESTATE •.•••.•..••••••••••.•.••.• o 00 58,295 55