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HomeMy WebLinkAboutOC1971-1253 - ESTATE OF EWINGWuttttltliltlllNtlth uf 'rl1lHt!Jl ttUllln. litihudlill!ltllll QIl1ltlttH, KNOvV ALL MEN BV TIIESE rHESENTS:Whereas,at Washingtoll,ill tIl<'Coullty IlrolTs:lili 11 011 the 24.tb.day of Decernber A.D.19 '/'1.,hdore IIIC, l\u:'l r;e}:!IVia r1no ,Beg-ister for the Prolwtl:or \Vills alill (;1':1111 ill:~ Ll'lltTS of Adlll1l1islr:llioll ill :llId 1'01'(he COllllly or Washillf!;toll,ill lht:('ollln\OI\\\'t::lltll or 1'1:IIIICiyh:llli:l, lhe !:1st \Vill and Testament of NeJ]C.?wlng ,A/KIA r,To 1]ea 1 vc r t l:1te of Mononr;a'nelo 111 the Coullty :d'OI'CS:lid,(kceasul, (a true copy whereor IS to these presents annexed),was duly :Idmitted t.o prOIJIIll:;111111 the Executor in said Will and Testamellt named,having appeared before llle lind til hll :1 nd slIIJ,:niIH:e! I the oath of orfice prescribed by law; NOW,TIIEHEFOHE,I,,Hegi;;tl:l'liS :Iroresaid,e!1l g-rallt these L1;~TTEnS TES'rAlVIENTAnV,unto tilt'said A.Calvert EwingI ,i.,committing unto lUrn the administration or all alld sillg'II!:Ir the g'llI!ds :11111 chattels,rights and credits,which were of said deceased,and requiring'!am to exhibit a true aml perfect inventory thereof into the neg-ister's OHice,at W:lsilill!-(lllll)withill Ilillf'l v days from the date hereof,and to render a just amI true account of said administr:ltilln at the expir:ltilJll . of six months rrom the date hereof,and to regard and comply with the provisiolls IJr the law,;IJr thi,; Comlllonwealth relating to inheritance taxes. IN TESTIMONY'vVIIEHEOF,I have hereullto set my 1IIIIld ~lllli tlll:~I':i1 III'~:Iill Office ~It Washill~toll,this day of in the year of our Lord (JIlC tl\llll~:llllI --=• • LAST WILL AND TESTAMENT-'--";;;';;;;;~=-""";"'~ OF- NELL C~EWING-- I,Nell C.Ewing,of Monongahela,Washington _ County,Pennsylvania,being of sound mind,memory and understanding, do make,publish and declare this as and for my Last Will and Test- ament,hereby revoking and making null and void any and all Wills I and Testaments or Writings in the nature thereof by me at any time heretofore made. FIRST:I order and direct the payment of all my just debts and funeral expenses as soon as conveniently ,may be after my decease.- SECOND:All of my property and estate,real,personal or mixed,,and of what nature or kind soever,and wheresoever the same shall be situate at the time of my decease,I give,devise and bequeath unto my husband,Charles S.Ewing,his heirs and as- signs forever;and if my said husband should predecease me,then I give,devise and bequeath all of my said estate to our son,A. Calvert Ewing,his heirs and assigns forever. -THIRD:I do -nominate,constitute and appoint my \husband,Charles S.Evdng,to be Executor of this my Last Will and Testament,and in event he should predecease me,I nominate,con- stitute and appoint my son,A.Calvert ~rlng,as Executor. IN VHTNESS WHEREOF,I have hereunto set my hand and seal this day of August,in the year of our Lord,one thousand nine hundred and forty-seven (1947). --,2'-4.00·./.......<U"'-"/~t~~~·;.:::;..;:.~;_(SEAL ) Signed"sealed,published and declared by the above named Testatrix as and for her Last Will-and Testa~ent in our presence,who;in her presence,at her request,and in the presence of each other,have hereunto set our hands as attesting witnesses. r- -j J '.~' (,3-7/-J~S-3 l\ffibautt (@f 1£xrrutnr (@r l\?tmtutntratnr J .r; ~tutt nf 'tuusyluuttiu l C!tnuuty itf lIus4iugtnu 5ss: P 11 b f th d ·d·th '.'t Nn tarv Pub 1i,c . d f 'dersonay e ore me,e un e;rslg·ne au 01;,1 Y",ft ..,"".·,'1;··••'r,['·.·.".·",·············....m an or sal C d S d I\!'H:i n:..'t';'E':.I,;,,..',:,,.>""/I,ll)I,.!"'"h·b·d 1ountyantate,appeare t1.•.•••l'.a~dl.e.r..w.].n.~~,"~w 0,emg u y sworn according to law,deposes and says that he is the executor :Olouioomtstmtonxof the es- tate of N.~.~.l C J.WJN.~.'---.gJkl~deceased,that the foregoing schedules constitute a complete~h~e'nto~~Lln~Rlpp~11Jerweht of the real and personal estate of .~.~.~.}....~.:.....~.~.1.~.~.~....~!,Ck/al Ne 11 deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite a ve r t each item of real and personal €state in the foregoing schedules are determined and stated by the Ewing , undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor ~nw*l}4.~X~~~ Sworn 'and subscribed before me this J.tJ..#:I.}!-.~. day of Ma.J{.~~19 .1.2..........."..·..·Ei~~~~t~~~i~w~~~;/,.. •;~~T:G~H~~~'~;;:,:~~~p~;'l'I~~1\.L INSTRUCTIONS . ,l;OMMISSION EXPIRES M:/~~!rjI~~mber pennsYfuaniaAmQq@~fl.~efu.ust 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 .,. ~UUtutnry uub !\ppratStmtut .of the goods and chattels,rights and credits which were of ..N.~.~J.C.~~,WlN.G..,9,.I.k.l.i;l,N.~..L.L :..late of M.9.n.o.n.g.a.h.~.1..a.,. CALVERT EWING,.Washington County,Pa.,taken and made in conformity with the above affidavit, DOLLARS CENTS PERSONALTY:613 shares Wellington Fund,Inc.,a II Delaware corp.@ 12.2275 7495 46 Wellington Fund,Inc.,dividend Nov.29,1971 67 43 468 s ha res'Delaware Fund,Inc.a Delaware corp. @ 12.9475 6059 43., 1 -$100.00 U•S • E Bond dated 9/1/42 ",'196 76 I I 1 -$100.00 U•S • E Bond dated 11/1/42 --196 76 ! 1 -$100.00 u.S .E Bond dated 9/1/43 189 84 ! 1 -$100.00 U.S•E Bond dated 11/1/44 183 28 1 -$100.00 U•S •E Bond dated 2/1/45 180 12 10 -$1000.00 u.S .E Bonds dated 6/1/45 @ $1816.80 18168 00 Checking Account,Western Pa.National Bank, Monongahela,Pa.No.042 372 466 2240 57 Savings Account,Pittsburgh National Bank, Monongahela,Pa.No.54 -1437466 9701 86 1 Lot furniture 100 00 .,,,I ";44779 51.,, /".j I I~I _,:ol, .',,, REALTY:None 0 00 Personalty $44,779.51 Rea 1ty 0.00 Total Assets $44,779.51 ~ff tf.5'-7/~dS"J Inventory and Appraisement IN THE ESTATE OF. .N.E.L..L..C..•....E.W.I.N.G.a alkla N.E.LL .CALVERT EWING~deceased~ ..J,- .-- '~,,.\....-.,I Filed.;,19....;....... =E:;;o ..-n-s l>m::::o '"• c.nG')C -:t:c...._Z;c.n c:::r-z -.:,(I)r- rnrn rTt n-'---f ·r--.'to;;0 ;:--c,·V :1'""0 (l~';':" ---'!'~t;:-")4.~~.:to;•.<.. <:>~.2;;:-, ; .:;=.'-~~~.-...-"'Or-Z c;:, >wO ....t:" '"'-'~ 30seph L.Hoffmnrm Attorney at 1~!lW 242 W.r~::·.1 CLreot monongahela,Pa.1606a ~-5 9'4~./~'ob'V'tfl ,?' j..' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF R~VENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF .W.A.S.H1N.G..T.Q.f~. " Form RCC-33 RESIDENT DECEDENT IMPORTANT:This return must be completed in detail and filed in duplicate,'with will attached,with the' Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of ._the.Jnl).erit~nce_.~nd~E.~tate.Tax A.ct of l!!B1.) ...............J..,~;19 ..7.J ,r testate 'leaving a last will,copy of which is hereto attached.} (Bay)(Year)Li~,)U( .Executor and say $ ~Ul __C'~~~~~~;~~~~;~~~;~~L }::=UA;;:OF Late of ......M.Q..n.9.JJ..g..i.l.h~J .~.Jl....W.i;).$,..h..to.g..t.Q.O".................County }t.RMJ4'Jt~ftR ::.:::P:::~:~:::::~~-~-~~-~:_-~}.., .....A Cal,V.e..r,t EwJ.ng ::.. .«~I)UOK of the estate of the above-PlUIled decedent being duly sworn,depose S Decedent'died p..g..~~m~g..r... (Month) o t he:aam:t:::i :::r::~r::e:\t::;::::}.J.o$.E!ph,L~..'HQff'manJl.A:ttQ..r.ney ,.,",.", ,,..... whom all correspondence should be 242 We~~MClJrl~1;.,~1on9I1gi.lh~JClL Pa.l?..Q~~.... mailed., That as such E.Ke..C.U..t.O.,r.deponent is familiar with the affairs of said estate and the property con- (Executor·Adminislrator) 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 i.udecedent'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 OTH~R INSTITUTIONINWHICHDECEDENTRENTEDASAF~DEPOSIT BOX Western Penns lvan1a National B~nk Fourth and Main Streets. Mononahela Pa.15063 THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF Nell C.Ewin or Allen C.Ewin RELATIONSHIP OF JOINT HOLDERS TO DECEDENT Son That the contents of said safe deposit box or boxes are itemized under Schedules B&E of this return,with the exception of the following,for the reasons hereinafter set forth: That Sc.hedule A attached Qereto 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 QPon 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 iO the column~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 attacl).ed hereto and Il\l\,de part hereof sets forth fully and in detail all personal property wheresover sftuated 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,~avings banks,tru~t comp"anies,or other institutions,whether individually,or in trust for t...\\'any,other person or p~rsons.giving also separately the accrued interest thereon,if any,down to the last'\.....-'......-..'--....... interest day prior to decedent's death in the case of sav'ings 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 by decedent,together with the fairly estimated market value thereof;all bonds and mortg8ltes 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 estimate~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 i tern;all moneys payable to the estate from life insurance polici'es carried lJy decedent;all annuity and endowment contracts the proceeds of which were payabl~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. L " 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 asse~s 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 maybe 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 COllY of the deed,trust agreement or other instrument creating the trust.Therl~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 0 attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,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 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. Subscribed and sworn to before me this /)/?I iJ rI)~ _._..._3.J}__~mm day of'!~Ym.mmm.__19.1.?..~~~._._. _...~~~~m__..?~.IL.~~~tH~!!ry.l~.!tAylW.Y.@...•__._ M~~g~G;H~L~~Zw~~~f:~~~~.c .~.~.~.~..~.r~.~~~.;~..~~~~;~~.~.9...~.?. l,n ~UMMIS::;ION EXt>IRES MAY 9,1976 (City or Town and State) N·fflIE~r.Pea~f~~~aA~lo~WrWJt~ttt¥TieJavit 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. 1 \. / / RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA O'EPARTMENT OF REVENUE BUREAU OF ,COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located in the Commonwealth of Pennsylvania should be (1)(2)(3\described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;if a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule. None 0.00 1<J 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. 0.00 GOMMON~ALTH OF PENNSYLVANIA .TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible 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 dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate or 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 MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) 613 shares Wellington Fund,Inc.,a Delaware Corp.@ 12.2275 Wellington Fund,Inc.Dividend 11/29/71 468 shares Delaware Fund,Inc.a Delaware Corp.@ 12.9475 ,' 12 22'5I;f/~7495.46txfil'f.:>67.43 ?7fJl;"rn ', 7/1 ?S-,4-& 17.~J ~O..'J7,L/-J /1"7~ 19',7' lr7~?1f It'J~;{% Iro .,I~ /3'/6 'i"'.tJ 0 183.28 196.76 189.84 196.76 \ 180.12 18168.00 12.94j5 I.'I 6059.43 l ;~~2240.57 I~j Ol Ii!fv 9701 ..86 ~~100..00 11/1/44 2/1/45 6/1/45 @ $1860.tO 9/1/42 11/1/42 9/1/43 E Bond dated E Bond dated E Bond dated U.S.E Bond dated U.S.E Bond dated 1 $lOO U.S. 1 $100 U~S. 1 $100 U.S. 1 $100 1 $100 Checking Account,Western Pa.National Bank,Monongahela,Pa.No.042 372 466 Savin9$Account~Pittsburgh NationalBank,Monongahela,Pat No.54 1437466 1 Lot furniture ,0 $1000 U.S.E Bond dated 4 2. 3 5 6 7 8 1 12 11 9 10 .~ Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 44,779.51 Rec-36 i romroNfmALTH OF'PENNSYLVANIA Tfl\.NSF~R INHERITANCE TAX ~~SIDENT DECEDENT ,. SCHEDULE "c" TRA.NSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within two years of death,trans~er property from himself to himsel~and another or others (including a spouse)in joint ownership?(Answer yes o~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 health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his li~etime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)~n~o~__ (a)Was there any possibility that the property transferred might return to trans~erer 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 ~act end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)~n~o~------- (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)~n~O~_ (6)I~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 trans~eree's promise to pay income to or for the benefit of care o~transferor?(Answer yes or no)~n~o~__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)__un~O~_ (9)If the answer to (8)above is in the a~firmative,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)---+RHO~---_ 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 trans~erred,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,i~trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM None DESCRIPTION MARKET VALUE (Es timated) 0.00 DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"colUIlll1 on the last page of this return.0.00 ,.;i~COMMONWEALTH OF PENNSYLVANIA,'-:TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name Iunit percentage Estate Address and Relationship of Co-Owners,and Place Value Share Valuation of Record of Instrument,where Real Estate.I DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 541~233 shares Wellington Fund,Inc., registered in names of Nell C.Ewing orAllenC.Ewing (parent &$on) @ $12.2275 (includes dividend of $58.94 reinvested)6652.01 Savings Account,Western Pat National Bank,Monongah.la.Pat #0040010480 registered in names of Nell C.Ewing or A.C.Ewing"{parent &son)opened 2/8/1965·12555.55 6 U.S.E Bonds $1000 registered in names of Nell C.Ewing or Allen C. Ewing (parent &son)dated March 1, 1950 @ 1601.20'9607.20 20 shares common stock New Surpass Petro Chemicals Limited,(now Surpass Chemical Limited)an Ontario Corpora- tion,registered in names of Nell C. Ewing or Allen C.Ewing (parent &son)at $1.75 .35.00 Decedentone...half ~A>J '3326.00 L..,..~"'6277 .78 ~),.J . 4803.60 ~~.,17.50 0,{)).(.,- Insert this total opposite "Jointly Owned Property",Schedule "r4424 .88 in the "As Reported"column on the last page of this return..•L--~~ .. .. Rot-37 .(12'-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX I RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH A.Ca 1VAl"t.Ewi nn son ves sui juris £ntfr~ 268 East Clearview Avenue Worthington,Ohio 43085 Deponent further says that all the above-named beneficiaries are living at this time except below: I NAME DATE OF DEATH RESIDENCE none OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT (Executor-Administrator must complete "As Reported"column #1.) o:E::s ft) Q. .c.,~""0 ~:0 ~~~:....::~.....-,::5 Vl ::s ""0 :f+(;"ll:l '"':'"1 .....-0:~Vl '0~""0 ~.a ~ '0ft'< ~ll:l><~~ CJ'"'oVlVl trlVlS"...~ D<THE t No.Year .Will Administration 1._'-) ...s- -0-00-0-0-0 05 ;.::.: .' >-Vl en C~ ~>-........~en en >< (".)(".) ?'"?'" "":~........':~.....'\0 :o'g-;.:.~ :UtO ~ :....:0'::; '-&:llo:-&:llo .;:. N ~O.~ ClO 10 ClOQ = :.. :CIJ :--":':.N·;....... :....W:.....::r''0 '.::::s-• :-("):-:::.m _ "C,""5 :0:.c:tD'''1'C"f"!< 'Q..,(I) :n:C-:t'!) ':::s:e-t- :-.~ :- :<J1:\0 "":N'0..::-.w:\0 I I i I I 9") NELLC.EWIN6 •.Blk/a.NEll CAL VERT EWIN G,Deceased Late of .....Monongahel.a . ..."~r''l,'' Commonwealthij ~I~ylvani;:-;-...:.! en ~c:'.r ":t:-'".;2 r~.-;;0"")(J)I -"'.• REPOiJ·~APPRAISKil."..~.__....~.J b '_r-......~G ............,..~,:?Z ~~-,"<"":>•_A·~· O·~~~F:::;; ."1-"'-t>cn o County of ...Washington. -0-00-0"*~ Joseph L.Hoffmann AttC'rn~~r't r ~w 242 "\l.~·;::::'et monongahela,Pa.,16063 ~:: :.:~:\~~: .)1J f-...~:(~: .~.-K..~.~. ~.~~ .~ .~ ~. >-or. u(l:~ctl'V'"'-35°<".:c...f' •> RCC-81 (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT A.CALVERT EWING (Executor or Administrator) -----~~--jI IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division In Re:Estate of _--=.:N:.=E=L=L:.........::C:....:.'---=E:..:..WI=N:...::G:.........::a:z.../k..=..=L/--=a=---_ WASHING'lON Cou nty - FileNo._---=6:...::3:....-.---:;7:..::1:....-.-:..::1:..::2:.=.5-=.3 _ Dear Mr.Ewing, You are he reby noti fi ed that the:---=-.:=o-=r~i==q~i~n~a=:l=------------- appraisementin the estate of N=EL=L=....-C=-.::....-=E..:..:WI=N:..:G=--_-:-=---::-=:==-==::=-_ has been fi led in the office of the Register of Wi lis of WASHINGTON County on July 20 ,19 72,Said appraisement reflects the following valuations: Real Estate _ PersonaI Pro perty __-"4-"4'-.L,--'7--'7'--"9~•....,5~1"'___ Transfers _ J0 int Iy Owned -""1~4'-l,....:::!4~2"_='4!:..!!.~8~8~_ Total ~5~9..L,_20~4~•....,3~9~_ As to such tax that is paid within three months from date of death,a five (5%) percent discount is allowable.As to any tax that remains unpaid after nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death occurred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __J_u_1---'y~2_0_,'__1_9_7_2 _Signed __F_RE_D_TO_S_I _ Title APPRAISER I DATE OF DEATH:December 18,1971 Note:This is not a bill. RCC-39 (!5-68) COMMONWEALT~OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY "'r,",.,.~ Estate of EWING (Last Name) NELL (First Name) c.····allt/9·· (Initial) DATE OF DEATH.12-18-71 FILE NO,63-71-1253 R~PORTOFINHERITANCETAX ArPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON Pennsylvania,do respectfuUy report that I have appraised ther~al and personal p erty as reported in the foregoing return at the values set forth opposite each item in the last column to the right t:~:~:~d "A","B","C",and "E", D.t~ol oJ 191V ~---h-'~::...:G:::~~~:z::::Q;lI..d:-:"-""""'~_ REPORT OF THE REGISTER.OF W.LLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report tltat 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 tJ,erightin Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:~211971 RUSSELlMAf\\NO Ri::GISTE;R OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or VALUE AS REPORTED $---,=-~-4-_- 59,204 39 VALUE AS APPRAISED $-1 __. 44,779'~ I 88 VALUE AS REAPPRAISED $~-----+-- FOR USE OF REGISTER ONLY Tax on·$---........_-2% Tax on $(6%"".%0.') Tax on $--_------~........-..,..~ Tax on $10% Tuoo$1ft Exemptions * Total Estate -..JI--_ TOTAL TAX COMPUTATION OF TAX $...,...----,---..-.......-- $~--.....,..-..,...---..___l---..---. $-.-...------4-..--- $..;..,..--...,.--,..,..-...........--- $---..--...,.......----+-...;.,... $-~-----I..,-- (*)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 $$..,...-..,...__...,..;.,.......J.C··...~Add interest at rate of 6%from ._____to _...._--- AMOUNT OF ESTATE TAX ASSESSED $..,....,.,.....__---'-IL....•... Estate tax paid $__-'-_~.....JL..$~_.__._-,...-.......,...,JI ... BALANCE DUE ~L--- Add interest at rate of 6%from ------I:to---....-...TOTAL TAX BALANCE :===::::::::::::::::::::::::::::~~... PAID,$__-_....,.....Jt= FOR USE OF REGISTER ONLY ADJU~TMENTS 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. (J~ Will Administration !No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .NELL ..C•...EWINGa/k/a .. Deceased Late of ...._MON.ONG_~I:!ll:.aA._ County of .WA:?I:fINGTON . Commonwealth of Pennsylvania .REPORT AND APPRAISAL ~; .~ .~ :' ~, , }"onn RCC-2 DEPARTME1'~T OF REVENUE :8UREA~OF COUSTY COLLECTIONS HARRISBURG.·PENNA.17127 COMMONWEALTH OF PENNSYLVM,JIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE . COUNTY . FILE NO .. Whereas,late of . in the County of Commonwealth of Pennsylvania,having died on the day of 19 ,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,,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 AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ PERSONAL: SEE ~y ATTACHED TO APPRAISEL 44,779 51 JT.HELD: IUy A"l TO APPRAISEL 14,42~88 total 59,20~39 ,",, . " Appraiser ......,Penna. ...............WASHING.TON .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of NELL c.EWING a/k/a Deceased. Late of ......MONQNGAHELA ,. Date of Death,~2~1.8.~.71 . Appraisement Docket Vol.,%.-~. Page,No 6.3.~.71.~.12.5.3. Filed in Register's Office,Ju~y ..2.0 J9 72 Amount of tax due,$. DEPARTMENT OF REVENUE Received, .....~""Examined and Approved,: . Wrote abo.ut Appraisement, Appeal j,.om Appraisement,. Entered and charged,:.. ;; • ~. • ...., ..,._~t...,'I~"_,.•,J,;:",. LAST WILL AND TSSTAMENT OF- NELL C.EWING-- I,Nell C.Ewing,of Monongahela,1,Vashington County,Pennsylvania,being of sound mind,memory and understanding, Ido make,publish and tleclare this as and for my Last Will and Test- ament,hereby revoking and making null and void any and all 1Ilills I and Testaments or Vlri tings in the nature thereof by me at any time heretofore made.. I FIRST:I order and direct the payment of all my just I ----jdebts and funeral expenses as soon as conveniently.may be after my decease. ."I '.",",.~,••'••••,.,..''''~..'''''',.._,..-•••,...,:':.,,_~_~_•••_ _~"•••...,A.._.~~m ~,-..,..l~-,~".-~".••. SEC9~~:All of my property and estate,real,personal I or mixed,and of what nature or kind soever,and ,wheresoever the I sa~me shall be situate at the time of my decease,I give,devise land bequeath unto my husband,Charles S.Ewing,his heirs and as- p signs forever;and if my said husband should predecease me,thenIiIgive,devi se and bequeath all of my said estate to our son,A.Ii Calvert Ewing,his hei rs and a.ssigns forever. il 1 1 '1 .THIRD:I do nominate,ccnstitute and appoint my !husband,Charles S.Ewing,to be :E;xecutor of this my ~ast Vlill and II Testament ~and in event he .ShOU.Id predecease me,I nOIrll.'nate,cor-!stitute and appoint my son,A.:Calvert Ewing,as Executor.\,.I:, I:IN WITl,IESS \"'HEHEOF,I have hereunto set my 1'1 hand and seal this day of August,in the.year of our Lord,one \1 thous and nine hundred an¢!.forty-seven (1947). ,I IiII I Signed,sealed,published and declared by theiiabovenamedTestatrixasandforherLastWillandTestamentinouriipresence,who i in her presence,at her request,and in the presenceIiofeachother,have hereunto set our hands as attesting wi tnes~es. 11 II 1, 1\il II I I I, II \1I'II 1\ I IIiI I.,_.Ii . .:. ,.f)0 T ,7,1+95 .1+6 6'7.43 6,059.43 196.76 196.76 189.8h 183.28 180.12 1 8;1 5 8 .C 0 Z2 iJ a.5 7 9/7 :J 1 .86 100.00 4 4,7 7 9.51 S 3,3 26 .C a 6;277.78 4,3 'J J .60 1750 5 9;2 04.39 5 59,2CI4.2,9 : .00 T