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OC1972-0010 - ESTATE OF HOOKEY
F-·--------------------......--------.....------------.......----..-..--."''''lUII''' --' atnmmnnUtta1t4 nf Jtnnligluanin.(.ali: 1lllIali4ingtnn atnuntg.) KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 4 day of January A.D.1972 ,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 Nellie E.Hookey a/k/a Nellie Hookey late of Midway in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Joan Dowler trix the ExecuD 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 Joan Dowler committing unto her the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring her to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 4 day of January in the year of our Lord one thousand nine hundred and seventy-two ~,........................................................~ Register ~$.tttS...:=~a lL.ttS 0 I>.>...1&1 Q)'"trt ~~t~«0a~0(J)::r:1&1tn Q)$.t .r-!~rl=rl ~Q) ~z .\>, r' Ai z::tits&.NII!Iil'tii:w Ii _ -.- '..~, ..~.'. '.' ·U \)1 .00 T .00 5 ,f FORM NALY No.112-5 WILL For Bale by P.O.Nah'Co.,Law Blank Publishers416GrantSt..Pgh.,Pa.162U ...... :roan!IIill UUIt Wrntalurnt I,NELLIE HOOIillY ,'.~ and State of 0/l1idway Pennsylvania ,Oounty of \'iashington being of 80Und mind and memory,do hereby make, publi8h and declare this to be my Last lYiU and Testament,in manner and form jollO'LOing,hereby revoking any will or 10m3 heret%re made by me.' First.1 direct that an my jlUlt debts and funeraZ expenses be fully paid and satisfied,as soon as conveniently may be,after my decea:Jo. L Secondly: Third Fourth I,hereby,give,devise and bequeath all my real estate, monies,bank funds,securities and bonds to Joan ?m'ller, Raymond Hookey,Jack Hookey and Alfred Hookey,Jr.,my children respectively,each to share and share alike. I,hereby,give,devise and bequeath all my personal it'ems consisting of household contents,jffi'1elry,etc.to Joan Dm-.rler,Tr':y daughter. I hereby,give,devise and bequeath my di~ond engage- ment ring to Lynn Dowler,my grand-daughter. ;~,,~ ". """".olo>~I do hereby make}constitute and appoint Joan Dowler,my daughter "..;Jt-,.......---"""-to be my 6X6cut rix 01 thi8 my Last Will and Testament and to serve without bond. JJn [4litness Wbereof,.I}Nellie Hookey .the Testat rix =.above named}have hereunto aubsCTibed my name and a{fi%ed my seal}the third ~day 0/Januar~ " in the year of our Lord one thousand nine hundred and sixty-eight. ./Jtdd~~..~--e Nellie Hookey ~.~,'.Signed}sealed}published and declared by the above named Nellie Hookey of Hidway,Pa.}as and lor her Last Win and Testament =::r.-'in the presence of us}who have hereunto 8UbsCTwed our names at her request as witnesses thereunto}in the presence 0/said testat rix }and 01 each other. ~..~1l.~."ttd ~__-___.-. /x:.''j ~l 6 z-r . /_d..l.:._..·-~t·b·-·-"·-""·_:_"-- ::::~ "\:!$:II>...~~II> "l:S ~$:...~·0(.)~II> II>~~~~$:~.tS ;':;1 :.l ~. •, .t .I ......'I(> ~'&~ +.~~Q- . i I ! 'j ~I 81::r:::~i~!~l !! oroPo...~.G:d.a. . i ..iI0') ~... ! I" i···t.:...:~ .:.eoo~ I!iiQ)~~ . it:....:.~l~:11>j~ i - I ",,> aIPoc;... .<l~Po .i(/J...c:01"CJ ~.... o!"~ !!l:c"Po ,!Ilc:01Pi~ oS .;o~~ ::>p.; /~. ( ;,~ / t.3-77..-/tJ JAffibauit(@f iExrrutnr (@r Abmiuistratnr @ltatr of Jrnnnyluania.t ss: <!tannty af lIun4ingtan \ Personally before me,the undersigned authority,a UQ.tar.y...:p.ublis::..in and for said County and State,appeared J..9..?:D P9..w.l©.r.who,being duly sworn according to law,deposes and says that he is the executor or administrator of the estate of Nellie..E Ho.oke.y...a/.k.a..NelJie...HQok.e.y.deceased,that the foregoing schedules constitute a', complete inventory and appraisement of the real and personal estate of..Ng.lli~..E......HQ.ok.e.y...a/..ka..N.~llie Hooke) deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. ..3j,o;e.· Sworn and subscrzbed before me thzs.........l r Jf)If I day Of~..~~...i E.~~~~~~. ...................................~. . J ~At['lot3ry ~rrIONAL INSTRUCTIONS~lIlD COUI!.ty,rurgr,t,tow'·, 1.An inventory nfftstebmn~d.~thin three months after appointment of personal representative. 2.A supplemental i~(l~i«OP'f.1Wi'tSt 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 $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lIuututnry aur.!\pprai.atmtut of the goods and chattels,rights and credits which were of..N~.:k.1112 :g;.,HQ.Q;K.12X late of J.Y.:g.$..D:!)J.,gt9..DA W.?:§hJDgJ.9.n.J;;:.2gnt.y...Penna. Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS PERSONAL: CENTS 1968 Chevy II Nova Sedan Cqccking Account,Union National Bank 45 shares L.F.Popell Co.Inc. 700 shares The Onego Corporation Common Stock REALTY: 1000 356 No No 00 70 Value Value All that certain lot or piece of land situated in the Borough of Midway,Washington County,Pennsylvania, being lots No.3 and 4 and the southerly 5 feet of lot No 5 in the Robbins and Taylor Plan of Lots,Section G.,r recorded in the Recoder's Office of Washington Countyl Pennsylvania in Plan Book 2 page 73,and being erectec thereon a 2 story frame house and garage.18,000 (See Deed Book 1174 page 135 ) 00 \ 'Vd "00 N01CjSlll"'\vNIHS'n,\..30 ~:llSIOIW..pw '~'l'''-~3U.\.,n~i :lSSm:l as £~Id B .d3S 2L ~O ...,j~l'llj d t .. I : ! I ~i, :;-ri'..'. -' 11- STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,depose and say that the above account as started is true and correct as . _ ___.verily believe. Sworn and subscribed be'fore me this ...I.7...~.... day of->-c::::...«~~--,,_""'.~-.~-------.....------------19__.1~.. ~~~_"__"~'_'l....••••••L__. ..._.... .l'heTIDY J.JroSAll:.Notary ~bllc~OIII County.,Bl!rRetlstow.,D, "".r Ccmmiss;or Explr~' "'"':".1r",....."'}" -------r----&-~---------- Washington County,ss:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidence by proofs thereof filed to No....c;._.~_~_Z.&..~.7~-~ ....,...::l 00Q0<J)~.d ""'....,0 ""0....,,!<l ~...'t:l <J) <J)5....,.~I'l<J)0rn'8<J)...iE~0....,~t·I'l::l [i10<:)'t:l (<:)I'l ~~~ ....;I'l ...:a ~<J).~....,.Sl ...., .~rn "-....,·boO0~....,S <J)<J)P::~~.d .=...., 0 ""'I'l I'l0 't:l <:) I'l a;...<0.....""' Witness my hand and official seal this_._._.;?__7 . day of .zV..Q__.l!.':..~~/z.__~..19__11c: ..~..~ _R~:i~t~r_~f_~ius0 rwSsn.L iUliilNO~EGISTEH OF WILLSf1~SHINGTON co"PA. ..4'A·cU--~..!:t:¥-cU..~C9 r;..iii0 .~[i1 aiiEo<<0Eo<::r::"ii rn [i1 .~iiit:iiilYJiH...:l.~...:l iii 0 Zz J --.......-------- ~-.,...-"""=-----~------------- '. ..'.." ...• IN THE COURT OF COMMON PLEAS OF WASffiNGTON COUNTY ORPHAN'S COURT DIVISION Deceased a/k/a NELLIE HOOKEY, IN RE:ESTATE OF NELLIE E.HOOKEY ). ) ) ) ( No.(P3-72-/0 THE FIRST AND FINAL account of JOAN DOWLER,Executrix of the Estate of NELLIE E.HOOKEY,a/k/a NELLIE HOOKEY. The account is charged as follows: Per Inventory and Appraisment Total Credits Claimed Balance for Distribution $,19,356.70 - --{;-,-8-81.44 $13,275.26 PAYEE REMARKS AMOUNT Russell Marino,Register Letters $18.50 i ;Washington County Reports Advertising 14.00 Burgettstown Enterprise Advertising 13.00 Russell Marino,Register Short Certificate 1.00 Rogers Funeral Home Service 1,403.49 , Columbia Gas of Pennsylvania Gas ,77.10 West Penn Power Company Electric 59.66 West Penn Water Company Water 61.46 Presbyterian University Hospital Service 3.97 Bell Telephone Company Final Bill 15.08 Mellon National Bank Payment on Loan 116.14 Commonwealth Exterminating P est Control 40.00 , Page 2 In Re:Estate of Nellie E.Hookey First and Final Account • Pro-rata share of 1972 taxes $86.35 Gaitens Agency Real Estate Commission 1080.00 Recorder of Deeds Real Estate Transfer Stamps 180.00 Mellon National Bank Balance on Loan 1710.10 American Oil Company Account 97.59 Gaydos Monument Company Marker 135.00 Russell Marino,Register Filin Inventory 3.00 Brunner &Gregory Attorney's Fee 950.00 Russell Marino,Register Filing this Account 16.00 $6,081.44 l,_~:J.~.~..Q.e.Y.!t§p..u.r.g ;,publisher of THE BURGETTSTO~ ENTERPRISE,a weekly newspaper published in the Borough of Burgettstown, County of Washington,State of Pennsylvania.hereby certify that the annexed ad- ,Est.notice-Hookeyvertisement__ :was published in said newspaper for three ' .2nd.;_consecutive weeks,commencing on the _. February 72 .16thdayOf__19 lIiIld concludmg on the day of,. .._._....._...X~.1;>.rl!.!!.'-J_......_._.....,._.~.?~ ~sworn ~:~:~·=·=:·::~··-.:~:·...:::JlJlr~_ ---lO)---- PROOF OF PUBLICATION ss.State of,Pennsylvania County of Washington I ' EXECUTRIX NOTtCr; Estate of NELLIE'E' HOOKEY deceased,late of Midway,WashingtonCoun_ ty.Pennsylvania. Let t e r s Testamentary upon the above estate hav- ing been granted to theun- dersigned,notice is here- by given to those indebted thereto to makeimmediate payment,and to those hav- ing claims or demands to present them for settle- ment. Jean DOWler,Executrix 104 Church Street Midway,Penna.15060 BRUNNER &GREGORYAttorneys' 27 Main Street Burgettstown,PA.15021 ~~-2!9,16 19....·12..···~J-~......................................................._-_. Notary Public OER NOTARY puauc• .EDWAIUl f.LOUN 'OUGtt::,¥:1Mycommissionexpires_-.'BtI'1tu'ffi&WWfl\..aQlL ,.~.....19 _ WASHINGTON COUN'N 197a MY GGMMISSION EXPIRES fE.8.1, Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail legal periodical for said Washington County,published weekly having 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: February 3,10,17,1972 Estate Notices The Register of WiHs has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. •••• ••• ••• •••• ••• .---~----------------. HOOKEY,NELLIE E.,Dec'd.'l Late of Midway,Washington County, Penna. Executrix:Jean Dowler,104 ChurchStreet,Midway,Pennsylvania 15060 I Attorneys:Brunner &GregOrY::J27MainStreet,Burgettstown,Penna. 15021 that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the:;:g=:m of tho mIid'vit "to ""~':ih~~'?!)'PU:?-------------~----,-LfLt!v~~----------------.lEditor Sworn to and subscribed before ~~~ ..~.7..~.~day Of ~~.~:.~.Z ,19 .??: ~--~d~i;~T-!' JOSEPIHNE T.SCIAMANNA Notary Public,V/ashington,Washington Co. My Commission Expires July L 1974 ~1t tqt Qtuurt uf Q!ummuu Jltall of lIullqingtnn Qtnunty (@rpqanll'Qtnurt llIinillinn In the m3ltter of the Audit of Account in J Estate of Nellie E.Hookey,a/k/a Nellie Hookey TO THE AUDITING JUDGE: 10 of 1972No.__-=.-=--..::..::.-=..:......:.-=--_ Enter_----.:o~u~r~,appearance for_--=a:..::c:...:c:...;o=-un=~t=a=n:..::t _ N.B.-Counsel shall,by separate paper,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 conctse state- ment in that regard. ,,-' "')-"-~~1 "'-C'",,~Po,J.,.) §,1_"L.~~ \'-'\'73 JAN I (AN I!,D RUS SE"L L t!,,\RIfl 0R[GI~TER OF WILLS~!lAS I-il rh,'TON CO ..PA. '_W~"'N""_=..~'~.....wr ,--.,-p='J'CC'IIIIIIII NO..--:== In re Audit of Account in EstaJte of Nellie Hookey,a/k/a Nellie E.Hookey AUDIT 'rarripr fnr .i\pprataurr FOR Acountant BRUNNER &GREGORY Attorney ~2 PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY T"tat.Form J Estate of.....~.~.~~.~~..~=~~~~.~Y.!~J..l.~!.~.-.----... .~.~.~~~~..~~.?~~!____--_._------. Deceased No..tQ..Qi.l~'J..2 ___.._ _.. Fiduciary.:!_?~~.P~~~~!:!.._~~.~.~~~~~.~. ~~cl ~~~ Decedent's death Q~t.QR~X..~l J.~:U _Grant of Le'tters ~:L~:mJ..Sl:.r.y..1,..JJt.7.2 -_._.. This is the :f.~~~~~.~~.XJ~.~J._..account filed in this estate If there have been former accounts filed in this estate,list file number or number and term.._ __.. Election to take Under or Against will.(cross out one) Date Election Place of; Filed _.............................Record __._.___ . Name of surviving spouse._.~.?~~.__..__.__.._....._____. List issue,where material: . i Did decedent marry after execution of will?{indicate}¥~No.Any children born after execution of will?{indicate} ~9C No.If answer yes,name them _____.._ _ _ ___.. Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Lynn Dowler Joan Dowler Raymond Hookey Jack Hookey Alfred Hookey,Jr. granddaughter daughter son son son specific legacy household contents and 1/4 residue 1/4 residue 1/4 residue 1/4 residue List,if exceptions to above: If partial intestacy,give facts: Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 pa~agraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.:Wo. If any exception give cause:. File copy of Notice and date of mailing ~.'?~~~~..!!:.~g~9..r~Y.~~1?~!?~!..}.~.~.?!5:.C?p.y...~~.~:"!-.<;.h~.cf.. Is estate subject to the filing of a Federal Estate Tax Return?~!~9 . 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 . h .._-__._------•••_-__-!_--_--••---_.._-----__-_. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. "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: Balance for distribution per account, Itemize any additional debits not shown by account: Diamond engagement ring $100.00 Furniture anc;1 household contents $150.00t:", Total'additional debits (Add)1 Itemize any additional credits not shown by account:,.," $250.00..._-.__-_--_. $..t~/..?7.~?§. ,::,. Total additional credits (Subtract) Balance for distribution $. $.L~-'..Q~.~.~.~.f?. I If balance for distribution is not in cash,list each item heJd in kind,giving appraised Value (or distribution Value); 45 shares L.F.Popell,common stock;no value 700 shares The Onego Corporation,common stock;no value ""~.' If Family Exemption claimed by Petition,give place of Record:__.___._.._.__~.._ If Family Exemption is claimed at audit,give name,relationship and basis for Claim:__ _ _ _ _..__. List any advancement or distribution on account that has been made,and nature and amount of same: Lynn Dowler Diamond engagement ring $100.00 Joan Dowler Furniture,household contents $150.00 Joan Dowler Cash $2,000.00 Raymond Hookey Cash $2,000.00 Jack Hookey Cash $2,000.00 Alfred Hookey,Jr.Cash $2,000.00 Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: Joan Dowler Raymond Hookey Jack Hookey Alfred Hookey,Jr. I'. 1/4 residue 1/4 residue 1/4 residue 1/4 residue COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly..__..~~.9T_~__. .doth depose and say that the facts set forth in the foregoing petition are true to the best oL._...._he..:r .__._._knowledge and belief. ..-B.w_Qx.n _ _to and subscribed before me this._.__,3.0 day of..~?~~.~~.~~19..~.?. Signatu,e af OffiW ~ir,../ZZL.l£0. Title of Officer J!:<1;.t.~. /PI -J-'-';\..G 7 _Office expires..L~..!I..r::!:.j .I...1 >l..••••...••... And your petitioner will ever pray,etc, .. "--'- • Fiduciary..~g.~!!._:Q.Qy.:~_~r....__~~.~.r;-.ut.:r.i~_ Estate of..._~_~gt~..~_.B9.9.k~y....__aL~J.a.._. N ell!~..~l?~~'~.Y.'-"'."----'._-'.._".'-----D-~~~~;;~d--'... 10 of i972No.~, r l~I I I I, PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL a Counsel of Fiduciary will submit herewith the following/in conformity with Court Rules adopted effective December 3/1951/being rule No.9:pa rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem/if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with,account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any ,distribution in kind. 1O.Copy of FederaI Estate Tax return if es- tate is subject thereto. 'Vd "00 N01~)N1HSV'" SllUA :J 0 UJ1SI~::l U o til Wn1 113 SSntf Ii l'l:m 2L NUr f.L. 'oj 'J "."""f,•~f "it,\.,.:J ..f ~~ Attorney ~2 ,.... John L Brunner Walter W.Gregory,Jr. Law Offices BRUNNER &GREGORY One North Main Street ~ Burgettstown,Pennsylvania 15021 Area Code 412 947 -2750 644 Washington Trust Building W$shington,Pennsylvania 412 -222 ~6790 November 7,1972 This is to advise that the first and final account of J oan.Dowler, Executrix of the Estate of Nellie E.Hookey,has been filed in the office of the Register of Wills,the Orphan's Court Division of the Court of Common Pleas of Washington County,Pennsylvania., where you may examine the same,if you so desire.This account will be presented to the said Orphan's Court Division for confirmation on November 27,1972 and has been placed on an audit list to be taken up by the said Court ort December 22,1972. Very truly yours, BRUNNER &GREGORY By WalteJr'.W.Gregory,JR. WWG/mad .,., ,,.'.. rI;,.ri ...~,r.· ... ') IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PEN ORPHANS'COURT DIVISION \ NELLIE E.HOOKEY,a/k/a NELLIE HOOKEY, Mr.Gregory? INRE: Estate of ::z~Deceased• ..1 >-IIIZ Z\&IDo iol-e>z~BEFORE: 0(~ ..:'o a::I-III~APPEARANCES:0( oo :::l., :tl-I'til iii TIME:a::\&II-a::oDo \&Ia:: I-~THE COURT:oo .I 0( ou:IL o MR.GREGORY: ( ) ( ) (No.10 of 1972 ) ( ) ( HEARING ON AUDIT The Honorable ALEXANDER R.CURRAN,J., Specially Presidigg. BRUNNER &GREGORY,Esqs.,of Washington,Pa., representing the Accountant. Friday,December 22,1972,at 10:00 A.M.,EST Number 10 of 1972,the estate of Nellie E.Hookey. If the Court please,I have the necessary papers in t is estate.'The balance for dis"trihution consis ts of cash.',Ther,e -..,',.'- are no outstanding claims and no debts. THE COURT:Is anybody in Court ihtereste,d in the estate of Nellie.\','(.' Hookey?.. (NO RESPONSE) ,. ,.. ~. \ 0(z· 0( ~>IIIZ Z 11/lL ioI-~Z :tIII0(~ THE COURT:The Court ,.will consider the audit in this estate close. (AUDIT CLOSED ) ...:-uit In t hereby certify that the proceed.lnos and evtdenee areCi .J Q contalned fully and accurately 1n the notes taken by me on the hearing ofg,.~I'+""...,•,.•• ..,....,!t ~~. ~the above cause.and that thts copy Is a correct transcript of the same.,.. N iiill:11/l-ll:oQ. 11/ll: l-ll:::loU .J 0( Uii:...o The foreqotnq record of the procee41ngs UIX>n the hearing of the above cause 18 hereby approved and directed to be 11led.. By the Court. ;1,~.~'-:._..-~-~.""~'~.....-..... "., ,f·j..-I ....".''.....),:;(j ..-:..~t,...• J , ,.' •J h ..--::;'.J;1>rn :0en(7)c;.:t .., C1 ,./,Z --i rrr:..rr,r--l ...-.D:.c::0 -t~ 1-.'"')~:i.+ 0 ,#"~ r .4:..-0 rk>en (J .,'I \., ".. " "r I, '., " / .,. l " ,t-. -l " .,',,,.... I' ,. ..'."-. '. .. '-.ttl"·.'~r i ...\ -,~...;..-.~.~\" ....... •I r.,t.,.'\\.\.,..... }.~,,-,. .} -: t .t~ .'.~ "i)I', ~j,I .(, ". 'l '..- " , ,\ 'i J ~n tqt Qrourt of Qrommou 'ltus of lIasqinginn Qrountg, Jtnnllylnauiu,(0rpqans"Qroun mittill1nU ESTATE OF Nellie E.Hookey,a/k/a Nellie Hookey, NO.----l6"'-::3~..."-f7-£..2-=........lOu--------- In the matter of the First and Fina,l Account of Joan Dowler deceased.Execntrix ADJUDICATION AND DECREE And now January /d ,19--13.-,this matter came on for hearing, audit and distribution at this session and testimonyftoken;and thereupon,upon due cons ideration thereof of the balance for distribution in the hands of the Accountant is determined to be $1 3,525.26 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of disribution hereto attached and made part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _, Additional debit asked at audit 250.00 $12,405.07 31.00 100..00 Lynn DOWler,granddaughter,specific legacy in kind of Diamond Engagement ring,held in kind and distributed as such at the appraised value, Balance 1 Russell ~arino,Agent,transfer inheritance tax,$814.84Inte~est from 7-31-72 to 1-20-73,24.35 Deduct Clerk/s Costs &Receipts,_ Attorney B_r_un_n_e_r_&_G_r_e___:g~o-r---:y!!.--_ Joan Dowler,daughter,specific legacy in kind of household contents,held in kind and distri- buted as such at the appraised value,150.00\lJV~.L.l!-X Joan Dowler,daughter,1/4 residue, Raymond Hookey,son,1/4 residue, Jack Hookey,son,1/4 residue, Alfred Hookey,Jr.,son,1/4 residue, 3101.26 3101.27 3101.27 3101.27 No balance NOTE:Included in the above residue for distri ution i 45 shares L.F.Popell,common stock with no valuend 700 hares The Onego Corporation,common stock with no alue,h Id in kind and distributed as such 8.t the appraised value a d in the proportionate shares as set forth in the aforesa d shares of residue. r 1-,.. ,I..' .. ".-r " -r r ;jD 0 » ~-Zn:::s m n 9 III .('0'.... ~ ty .....('"l1fJ0l&: v-t.....:::s 3l~, :=(1).... -d.~0 0 3 0 (I) -+>-+>0 -l 0- +-\ .... - .... -l ~ CD.., c·-;.-0 ::t.,:c:" 0 '"',,~-~.(.) ~:.~ e """- ....lL. 1'-;-~~C>-a:..-.... ~t -:r N \...--" CD ('..""~}---,_..J 4. l:uJ ~ .lU }.A_:: t·)t/) !'lit"""':JC..t:(.') ~. -;;l ~}'0 (I) (.~...r r a::l..t.l ~~.-("V')t t::; ·,t......1"'-3::~..+-\+oi •~~.(~.'")J',. ~I ,-r 1. ,..., ! 4:.... ,," .(4.r.r ,•J 'r " ~.').': d\r .' r ,... ,"'l,....'"Iit. " -'), " r ,I. J (,r. ,\ ),:\.,I 0 ~'I .- r'r') r .,r ').', .\").1",.... ....,.,'1 "rr l'1 , J~3 -77...-/6 COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF .. .' 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 Inheritance and Estate Tax Act of 1961.) County of state of ...... ...............Ngni~~..~::H:::.:=..:~NE::::~::O.key.}::::uA;;:OF (State full name of decedent) Late of w...9,.s..h.i.1.1gtQn ", , ,..,.',,.,County ~ ~::::i~__":::_:::=}.., Joan Dowler ...Eseeutor Administrator of the estate of the above-named decedent being duly sworn,depose and say Decedent died Name and address of attorney or}Brunner.,.&",GREGORY.,.ATT'ORN.E.Y.~..S.... other authorized representative to whom all correspondence should be One N<:>rtl1.M~iIl:St:r:~~t mailed.Burgettstown,p:'"enna. That as such ~:?;~.s:~!.£.~.~deponent is familiar with the affairs of said estate and the property con- (ExecIItor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:-None NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether individually,or in trust for any other person or persons giving also separately the ~ccrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of saVingS banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statut~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;.auto~o~!!ii~~boats,and any and all other personal chattels of whatsoever kind or nature,left bydeceden~~.::~og~~~rwith the fairly estimated market value thereof;all bonds and mortgages held by decedent and"o.!r ~~l(.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• .. I . In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair a~d 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 cony of the deed,trust agreement or other instrument creating the trust.Ther.~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the will,deed,or other instrument of another, with a copy of the ins trument 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 t~e name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and Impaid at time of death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein, have been carried forward and properly registered in the Summary. 'Q~L~.~_.. fE:recutor-~ ..lQ4 &h)J.:r..~.b...s.t.r.e.e.t...__.. (Street Number) M'd........l Way p..enna~.l5.'O'6.'O'.. (City or Town and State) Subscribed and sworn to before me this ....d./.A:...~. ::~,da~=,,,:9!.~__ ,'rs'fQ ~Burgellslow>,,'~J'ilr.~ExpiresNOTE:Before signing affidav~~IWBeall 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 ~ertain that column #1 in the "Summary"has been properly completed as above-directed. ,, .\,- RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest ond the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;if a farm state number of a- cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be Iisted on Schedule"F"and must not be deducted from this schedule. All that certain lot or piece of land situated in Borough of Midway,Washington County, Pennsylvania,being lots No.3 and 4 and the southerly 5 feet of lot No.5 in the Robbins and Taylor Plan of Lots,section G.,recorded in the Recorder's Office of Washington County, Pennsylvania in Plan Book 2 page 73,and being erected thereon a 2 story framehouse and garage. (1 )(2)(3) DEPARTMENT i ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write DEATH In this space) (See Deed Book 1174 page 135 ) //// $2,510.00 $18,000.00 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. J" $18,000.00 J 7f 0 0 0 .::;g.., ~ ,\ RCC"3S, COMMONWEALTH OF PENNSYLVANI\ 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 de~.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 dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully 1968 Chevy II Nova Sedan Checking Account,Union National Bank 45 shares L.F.Popel!Co.Inc.;V~VI9 f,../)£. ~ 700 shares The Onego Corporation Common flI!.p ,;~~ stock UNIT ESTIMATED DEPARTMENT VALUATION VALUE MARKEl'VALUE (Do not write in this space) $1000.00 /000 ~ $356.70 '3 j"(7 () No Value () No Value b Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X $1,356.70 r • RCC-:36. i .,COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "c" TR.il..NSFEItS (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,transfer property from hiITl~elf to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)l\JO (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's hea!th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)__~__O ___ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to hi£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 tr'3.nsfer 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 en~ouent of or the right to income from the property transferred? (Answer yes or no)_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or nO)_~~~i~o~__ (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)---,~,,-,-,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)-=~~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 subluit 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 DESCRIPTION MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. .{,f ,. •'COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ., SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRl'CTIOKS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal.property should be listed as in Schedule "B",plus date of acquisi tion,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 Real Estate.! None Unit Value percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest - Insert this total opposite "Jointly Owned Property",Schedule ·"E" in the "As Reported"column on the last page of this return. .. , 1 /'....-'-' RCC-;W''(12-63) ('@l\fl'lON\rEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Joan Dowler Daughter Yes 1/4 residue 104 Church Street Midway,Pa.15060 R::lvmnnrl TJ..1.Son Yes 1/4 residue !;')Q ~Q+h r-t WeRt P::llm Rp~('h H'l ~ Jack Hookev Son Yes 1/4 residue 351 Forest Estates Drive W PQ+P 'rr "R.p~('h 1=1'1 .... Alf1"Pr4 TT T".C::r",..VPQ 1/4 residue 0/ 9519 1/2 ~ark Street Bellflower,California -.,. .,r, r.-, 'j ," -.,~:'1 r' ..' -, It;)'1' Deponent fUrther says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT Will Administration t No...Year . DO THE (Executor-Administrator must complete "As Reported"column #1.) 0 """"3 'i:l ::0......Cb Cb0II>...e:..til ::l til til til 0 """"3 .....::l 'i:lCbe:........ II>til 0x'i:l '0II>Cb0-...... ~0 ~'0 tz:l Cb... til ........'<II>....Cb .N~lU~.E •..UoOkeY.J~JlqN~ll:jg.Bo.Qkey .. Deceased Late ofBoEoughoLMidway.. .co en C~ ~>-~ W en en ~ t"l t"l?"'?"'?"'q ~~--- -EI9-E19 ~-EI9 -EI9 -EI9 :.......I-':co ::......CO >-,.~~en:w :W 0 :C)1 :C)1 b ::0_ :0:>:0:>0 .g ~..:-!0-:-J :-J b .......:0 :0 0 ('l:c......... r-:"'1 ..:r ~.;;:: -0 r t~.J>(/) ..._..-.....1 ~County of ~~hingto~• :Po rn :::0 (,r)C.)c:~.~t~"'- CommonweiHtliVDt,fennsyi~ania'_, :z --j ~""1 t 1"1 G:'>fTl r-r-.;:) -;;;:J ~•-.::J..(j ...RE~T:C:AND A-:DPR'A.ISALg~~:,~: ~ " ~'. BRUNNER &GREGORY ATTORNEY'S One North Main Street Burgettstown,Penna.15021 ~-EI9~-EI9~~ >-'JO t:J !t .........8"l'V~.""'" ::l ('l:c.. ..' /.... RCC-Bl (6-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 IN YOUR REPLY PLEASE REFER TO J Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT nmlfmR,JOAN (Executor or Administrator) NELLffi E.HOOKEY a/k/aEstateof _ VIASHIncTON 63-72-10__________County -Fi Ie No,_ In Re: Dear NItS.DONIER: Y h b 'f d h h ORIGINALouareereynotlIetatt e T"W'.•••7- appraisement in the estate of ~J!;l..LI~.tJ.H??IillY a/k,a h b f'L:.A.'hO ff'f h R'f W'II f ~,Jl.Sh1.1~uluNaseenl:::rLp'tEt-;B'l.'~:tt M.~0 t e e9jiter 0 ISO -------------- County on ,19__,Said appraisement reflects the following valuations: Real Estate l-'l8_,...,..O~OOk·....OO~---_1,356.70PersonalProperty _ Transfers _ Jointl y Owned ------+10.9,....:.J~5,[..,6-!.7~O+-----Total _ 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 twel ve months when death occurred pri or 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, SEP'I'E~·IBER 21,1972Date _ Title __f:_,f_;P_H_A_I_SE_'·R_ll _ DA'l"E OF DEATH:OCTOBER 31,1971 .. Note:This is not a bi II. .;;.,.....,•...,\,~."-/,', ,;...... I RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of HOOKEY J NELLIE E.a/k/a (Last Name)(First Name)(initial) DATE OF DEATH 10-:31-71 FILE NO.63-72-10 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed lJiheritance Tax Appraiser in and for the County of __W_'A_S_H_I_il.'_G_T_O_N _ Pennsylvania,do respectfully report thlj.t I have appraised the real and personal property Q.S reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","a","C",and "E". Dated:__SE_P_TE_MB_E_R_21_,_19_7_2__~«e,~~~..INHERITANCE TAX APPRAISER REPORT OF'THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for WASHINGTON County,Pennsylvania,do respect- fully report that 1have allowed deductioj)s in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last C()IUmll to the right in Schedule "F",which greater 01;lesser amount represents the sum allowed as a deduction.\ Dated:....,..- .REGISTER OF WILLS lo fVV\IIV\ 1~1.66 :70 19,356 70 none 19,356.70 none 19,35(.:70 VALUE AS ltEPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $.vv $$1.351.70 ------+-- 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 liCe estates or annuities.• • • • • • • • • • • • • • • • • •$.r ESTATE TAX ASSESSMENTS $-----C FOR USE OF REGISTER ONLY Tax on·$....,...:.--+_-2% Tax on $@ Tax on $5% Tuoo$lK Tuoo$l~ ~~ptioos • Total Estate ----l-'--........ TOTAL TAX COMPUTATION OF TAX $--..."....---~- $-.-------4-- $---...,...._---4-- $---'-------.-.+----- $,~-----....._4-- $--------'--- \ I (*)As evidenced by C~ritable Exemption Certifkates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax iC paid within 3 months after death :::::::::::±.t===. BALANCE OF INHERITANCE TAX Dt,JE $L Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $-,--,------.lL- Estate tax paid $-..,JL....--$-.".;.,....--....__.......J1 . BALANCE DUE L- Add interest at rate of 6%from ------ttIO-_---$------It=.TOTAL TAX BALANCE $----~.PAID $_-....J FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Regi!ilter of Wills,for proper reason, same should be noted below,wit~short explanation. Will t N Administration ~o. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF HOOKEY,NELLIE E.a/k/a....... Deceased Late of .....lo1:IJ:J11A¥. County of WASHINCTON Commonwealth of Perinsylvania REPORT AND APPRAISAL -:f=~-~ '., ... II ..,"'"' }~~~n:~.!1[;C..r.2 •,,·-!':tf ,t''!,',-'\'",:.1'lI'••. r''J)EPARTME'l\~TOF REVENUE ~.'- BOOEAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..SE.PTE.~1B.ER Zl..,J97.?. COUNTY ~~:~~.:g\.g~9.~. FILE NO...,.#...63..~7?,.~"J..Q . Whereas,~~.J.J.:.:J.1.9.9.~!~!~/l!:late of N.wWAJ . in the County of ~.A~l:l.f~9.~9.~Commonwealth of Pennsylvania,having died on the ,31.e.t day of ..QG..~~gE,::R 19 7?seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.P..?~~~.~~.~P~~.~~~,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Description of Asset REALTY SEE COpy OF AFftAISEMENT ATTACHED PEHSONAL SEE COpy OF AP::>RAISEMENT ATTABHED TOTAL Unit Values $ Appraisement Made for Inheritance Tax Purposes 1.356 70 Having been duly sworn according to law,I do hereby certify that th~a70v~~ppraisement is made in_con- formity with law on this (.?.L~.J day of ;y~~:.:::~7.Ji·..~_~#;;;;;,<...:...~~<= T /Appraiser .......-!...~~~':..!..~....~~::::::..\~::.~t(,...',I,.if.(Number and Street)(J J .'.........·~:(..1;!;1..-:f:~~..!-:..(..:..l,(..l..r..;:I...-:::;.L4c---:,.1f /(P08t Office) . ,Penna. "..,,-~.r'. --- ·\v.ASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of NELLIE HOOKEY a/k/a........-. Deceased. Late of .....,.l@~~AX.,,. Datc of Dcath,..9.q.~9.1,3~...?~.~..:I::?.7.~,. Appraisemeilt Docket Vol...3$..,. Page,??9.~?.No..~?~7..?~J:9 . Filed ill Register's Office,..~~.P~.~J,.Q~J9 7.~. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,:. Wrote abo.ut.App.raisement,,,:.. Appeal j,.om Appraisement,,~.. Entered and char.ged,,. .; -."', p. "jI ~ • AND AGENT OF THE COMMONWEALTH Form RC C·lO ,.f , OFFICE OF THE REG:'STER OF WILLS OF Washington COUNTY ta 3 -7 ::z -/0 .~-DEDUCTIONS ALLO_WED IN J STArtMENT OF DEBTS 'H'SUM 0'............•GiQ~§CO ~ AN~CD:ADA~~T~ONS ,0"'~~1 II:>Y'~L'Register of WIIIS'~ ~Te.w..e.t:..!j.ookey,a/kl a -.,_v ESTATE OF l\JellIe .tiOOkey LATE OF Smith --,Township,Washington County,PA DATE OF FILING APPRAISEMENT DAT5 OF DEATH ---.;O;,..c.;;.t.;;.o;.;b~e.;;.r-...;,.3.::.1~,~1..:.9.....7~1~_ DATE NO.OF VOUCH';"NAME OF PAYEE RlJRRPll Marino Rer:rister W::IRhinoton County Renorts Burgettstown Enterprise Russell Marino.ReQ'ister ROQ'ers Funeral Home Columbia Gas of Pennsylvania West Penn Power Company West Penn Water Company REMARKS Letters Advertisinr:r Advertising Short Certificate Service Gas Electric Water AMOUNT 18.50 14.00 13.00 1.00 1,403.49 77.10 59.66 61.46 Pre''::In TTniversitv Hoso.Service 3 97 Bell Teleohone ComrnrlV Mellon National B::Ink Commonwealth Exterminatinl2: Final Bill Pavment on Loan Pest Control 15 08 116.14 40.00 Gaitens Al2:ency 'Pro-rflta share of 1972 taxes Real Estate Commission C-86.3~ 1,080.00 R -l~r of Deeds ~..Real Estate Transfer Stamps 180.00 Mellon National Bank'" American Oil Comoanv Balance.on Loan 1.710.10 Account 97.59 Gavdos·Monument Comoany Marker 135.00 Russell Marino.Rel2:ister Filinl2:Inventory 3.00 Brunner &Gregory Attorney's fee 950.00 __-jt-_--t-__-t-'R~u~s~s.:::.e=..:ll::.._._::.::M_:_:a::::.::r~i~n~o~I.--::.;R::..::e::.f~l2:~i::t_s..::.te:::;r::....'!..-__~F:....l:..::·l:..=in::lc....:l2:t:=.;h:.:::.i~s...:A~c.:::.c.:::.o.:::u:.:n.::.t-----_+---1=-64_0::::...O~_-'~~\.J.JrffJ~"1 /CD, TOTAL COMMONWEALTH OF PENNSYLVANIA COUNTY OF Washington I,'Ualter W Gregory.Jr.HEREBY CERTIFY,THAT.TO THE BEaT OF MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JlJJl,.A~T"-'lE filTATEMENT 07 DE;A.TS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF NellIe ~..tiOOkey,all{a l\JelheMookey DECEASED.AS DEDUCTIONS FOR 'HH'R'''HC'"'"PURPOB.B.~~~'L.S.' ~RN AND SUBSCRIBED BEFORE ME THIS //DAY Of"..,..,,,?_,/~ZJ'f/;Jhi.k~~ ~n-J ~j\'H""'..~Oll CQUClty.Bur/:e,Nn. t2)o Commission Expire'Df;~12.tit'''' cr.: 0 CI)<! "-I Z -I a..---I :c c::3::6 ...c...-.,Q r.-j -..-'L....-:.C)Z L~ LJ".~_¥l c~ 0::::.. -l ill r- tJ..1 iSI ,C-l U)i-Z _/IIlIIO"ft I..J..J (0 <l)- C=:l ._-::c --,:;:,0 r;/) U-. I'-l a:::ll.J <: r--CC :t,= .... \ " .-.j .' HOOKEY,Nellie HOOKEY,Nellie E.,a/k/a In the matter of :bhe Audit of Account filed in the Estate of IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. )Dat..fdealh {0-~/-1( \No.-.1Q.of 19~,Term,19 Dete"'") TO THE AUDITING JUDGE: Enter my 'appearance for the Commonwearth of PennsylVlallia,claiming transfer inh~ribal!1ce tax in the above estate,as follows: CR. Debts and Expenses per Account;see Note DR.I 'f ~(a.t)To appraised Vialue of Estate:Realty $~_--=:....-_ I "3 SD,?()Personalty $:....._ AdditioIl!al Assets per Account,Subject to TL _.......-$_ ,Audit,ubject to 'I1a .~tt ...:.':.~..$ ,2-)1'tJwO() VALUE .--..nnnm.·..••••••••••••••••m •••••••••••_.••••__.m••••m n d •$-=tll~~w-- $__(~0 fA,r 0 7--..---- Addttional Debts and Expenses per Audit $------- $--_._-- $------- $------- $--------L .. $-- TOTAL DEDUCTIONS.$ NOTE:The foI:lowing credits claimed in the Account are held not deductible 'as against the tax: CALCULATION (p Gross 1l8JIue.......................I q (;0 ...?() Less Deductions _..1P I.)V ~,~1.-- Clear Valued .__.mm •••1..3 ~'--8:6'._---'-,'--._ __I ,S'-?'eJ 1 Co I". ) $ 'I1ax. J,_ able ( at ' 15%j .__ $-_. TAX PAID ON ACCOUNT Total Tax ._. $------ $--_._-- $------ $-------- $ ..- Z? 00 =="==:u 0 >Z I'll ::E 0 I'll "tzj>I'll ~r-l "TI ~t :I:"TI 0 0 0 :u "TI ::u > ~""~I'll "Z I'll ~ '"z >III ::u<>...r z <C><() I >I'llZ W» (l) ~III~0. --':z::.::::: "0 c-... uJ ::z:_!.a:--:l-,""""r-L\..... _Ii._a 15W'&!A2$i1dWI'SFIo 1 8 1,-..2 1 9 6 1 9 6 0 .'...' 1 8 5 0 1 4 o 0 1 3 o 0 1 o 0 1 4 0 3 4 9 7 7 1 0 5 9 6 6 6 1 4 6 3 9 7 1 5 0 8 1 1 6 1 4 4 0 o 0 1 0 8 0 o 0 1 8 0 o 0 1 7 1 0 1 0 9 759 1 3 500 3 o 0 9 5 0 o 0 1 6 o 0 3 1 o 0 6 0 2 6 o 9 ~:~ COPY OF INVENTORY noto.ry·l)ubl1c Jot".n Dowler Nellie I..aook~oy ......./kn.Nellie Hookey' Nellie 1..l'Ioo!tey n./ko.Nellie Hooke~ 3JuUftltnrg null !\pprnistmrut of the goods and chattels,rights and credits which were Nl LLU 1.Hool,l..Y Y.!\-Bbington.~',nt1hin~on County.Penna. of ·.·..········..· ·..·.·· ······late of ; , , Washington County,Pa.,taken and made in conformity with the above atfida:vit. PLRSON!\L: 1908 Chevy n Novo.Sednn Cm{'kin~~'c.c-ount,Union Nn~ional B:lnk 4;5 shares L.F.Popcll Co.Inc. 700 ohnres The Oneao Corporation Common Stock Rr:ALTY~- DOLLARS 1000 35G No No CENTS 00 70 V:due Value f',ll that certain lot or picco of land situated in the Borour,h of ;lta~\7ny.\i ashinr,ton County.Pennsyl,,~nio.. bein~Iota No.S nne!-1 ane'the southerly 5 Zeet of lot No.o in the Robbino llnr'Tnylor Plan of T.Joto,Section G., recor~erl in the llccodcr's Office of \:nshinatt)n County. Pcnnsylv.:mi:l in PI!:.n Book 2 pore 73,not'beine erected thcr20n tl 2 story frame houae t'.nd anrnge.18,000 00 (See Deed Book 1174 pngc 135 )