HomeMy WebLinkAboutOC1968-0195 - ESTATE OF HANELForm RCC-33
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESIDENT DECEDENT COUNTY OF WASHINGTON
IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the
Register of Wills of the County where decedent resided; Return is due within one year after
date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of
._the.Jnl1eritlince .. lin!'l:E.st,ate Tax Act of 1961.) ·
~.~ .. ~~.;:;.~;..:; ... ;;;,~~~~ ~F ............... C ..
0
... un ....... t .. y ... }:A:D:M:INIDUA;S;T:RAOTFOR (State full name of decedent)
.................................. ...... .~J?:shing~o,n .................... .. Late of
County of ::::~:~:::~~~ ~~:~~~::} "'
State of ..... .
......... CAH.L ...... OS..C.A.R .. JiANE.k ...... 9.n~ ...... W.l.Lkl..A .. M ... .MG.kA.:G.G.HLJN ... . . ....................... ExeeutorS
Administrator of the estate of the above-named decedent being duly sworn, depose and say
Decedent died ........ J. .. ~· .. !J.t:lg.:J::.Y ...... ?. .. , ...... ·
(Month)
.......... , 19 .... 9. .. ?. ....... ,) testate leaving a last will, copy of which is hereto attached. }
(!lay) ·(Y..ar) L intestate
Name and address of attorney or Adrian v. Sannier . .}
other authorized representative to.
whom all correspondence should be
mailed.
St!ite, .. ~N.O.,. Cc::11JJ:9,1 PJ:():(essional Buildi!Jg
Charleroi, Pennsylvania 15022
That as such ... J}.~.g9,JJ.:t..9.J .. § ............... deponent is familiar with the affairs of said estate and the property con-
< EX<!OU tor·Adm in islru tor)
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:-
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
1\T () 1\T R
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 Sc.hedu!e A attached l)ereto and made part hereof sets forth full v 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 mqrtgage 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 heretp 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 pos~ession, standing to decedent's credit in banks
of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for
any other person or persons giving also separately the accrued interest thereon, if any, down to the last
interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death
in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent; all obligations, whether by statute or agreement they
are designated as tax free, of the United States, or any state, or political subdivision thereof, or of
any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic-
tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and any and all
other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly estimated
market value thereof; all bonds and mortgages held by decedent and of all claims due and owing decedent
at the time of death, and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face
value and estimated fair market value thereof, and if such estimated fair market value be less than the
face value, it sets forth briefly the reasons for such depreciation·as to each item; all moneys payable
to the estate from life insurance 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 ~t the time of death, with the market
value thereof at such time.
.. '
In the case of securities of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the"date of death. The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business, its location, and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted. It should also set forth in itemized form, together with the fair market value
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets f'orth 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 ef'fect 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 transf'ers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a copy
of the deed, trust agreement or other instrument creating the trust. Thero~ is also set forth fn said
schedule a list of all property, real and personal, with its value, which passes at decedent's death hy
virtue of the exercise by decedent, either individually, orjointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another,
with a copy of the instrument creating such power 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 Scl>edule £ 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 ef'fecting 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 Scl>edule F attached hereto and made a part hereof sets f'orth 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 f'ees and fudiciary's
commissions paid or to be paid; cost expended f'or burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence or the death of' the decedent; debts and claims owing and tmpaid at time of
~ .. death; taxes accrued. charge.able f'or 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 18th
..................................................... day of ....... .O~ .. t:.9.~~~-..................... 19 .... 6.8. .. .
~~L -
CHARLEROI BOROUGH. \HSHINGTON COUNTY
MY COMMISSION EXPIRES JANUARY 7, 1971
~~~73~~9;
·--~~~j"(; .. {jtjj~t-·l)"ift;~f·········--·········;t:::;_~{f
(City or Town and State)
NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None", and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business, that the
data and statements required under the paragraph above relating to Schedule "B" are attached, Also make
certain that column #1 in the "Summary" has been properly completed as above-directed.
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 hr-ld 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 Commo['lweolth of Pennsylvania should be
described by lot and block number, street and street number, together wl th
a general description of the property, with o 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, acciued Interest on mortgages, etc.,ore
to be listed on Schedule "F" and must not be deducted from this schedule.
1) Two (2) stoxy fxame house,
Boxough of Roscoe, Pennsylvania,
more spe.cifically described in
DB 990, page. 287, Recorde.r of
Deeds Office, Washington County,
Pennsylvania. This house sold
( 1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2) (3\
DEPARTMENT
VALUATION
ESTIMATED CAUTION MARKET VALUE (Do not write
In this spoce)
I
by Executors. 2,235.00 h -? §oo oa
7 ' 500 • 0 Cf A v I) rri~v ~~
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.
RCC-35
' ' .. COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
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". Intarigible 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 anyundistributed
estate of or income from any property held in trust under the will or agreement of another, even though
located outside of the State, at the time of death, should be listed in this schedule.
Item
No.
ITEM
List and describe fUlly
1. Savings Account #679, Westexn,Pennsyl-
vania National Bank; Roscoe, Pennsyl-
vania.
2. Checking Account, Westexn Pennsylvania
National Bank, Roscoe, Pennsylvania.
Insert this total opposite "Personal Property", Schedule "B" in
the "As Reported" column on the last page of this return.
UNIT
VALUE
X X
ESTIMATED
MARKET VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
Jw ;;( o/o, ss-14,010.55 ... ··~ , -Pilte
105.16
14,115.71
Rc'C-'3b -·
COm!0\'\"17 \LTI! OF PF~NSYLV . .\NL\
TH ... \~~FFll I~EElUTANCE TAX
l\ESI])E\T DECEDENT
.... _,
SCHEDULE "C"
TRAXSFEH.S
( 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 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 health 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 tn possession or enjoyment at or after his death?
(Answer yes or no)_~N~o~---
(a) Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition? (Answer yes or no) No
(b) What was the transferee's age at time of decedent's death? _ _.N..._..o.__ __
(5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or implied1y 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) -~N~oL_ ___ _
(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 No
(7) Did decedent in his lifetime make a transfer, the consideration for which was transf'eree' 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 reserverl power to alter, amend, or revoke, or which could revert to rlecedent under terms
of transfer or by operation of law? (Answer yes or no) No
(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 th~ decedent alone or the decedent and others?
(Answer yes or no) No
NO.TE 1: The answers to these questions should be supporter! by affidavit by the atten<Ung 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 prcperty
transferred, it's fair market value at date of death, dates of transfers and to whom transferrer!, 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 DESCRIPTION
i
MARKET VALUE
(Es tlma ted) DEPT. VALUATION
(Dept. Only)
I __ __.~ ___________________________ __. ______ ~'------------··----· ..
Insert thi.s tnt'd oppnsj te "Transfers", Schedule "C" in the
"As Reporter!" coJunm on the last page of this return.
CCMMONWEt\LTH OF PENNSYLVANIA
TH.ANSFEil TNHEIUTi\NCE TAX
RESIDENT DECEDENT
. ' '
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRl"CTIO!IiS: 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 tmder 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-o-wners to
the decedent.
Description of Property, Date of Acquisition, Name!
Address and Relationship of Co-Owners, and Place l
of Record of Instrument, where Real Estate. !
Unit
Value
I
I
percentage
Share
Estate
Valuation
Insert this total opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last page of this return.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Decedent's
Interest
\
h
RCC~'37' ',(~~63)
CO~t\ltY!'\WE:\LTH OF l'E~:'\S\'YL\Nl:\
TH:\NSFER 1:'\l!EHIT:\!';l'E TAX
RESIDENT DEl'EDE!';T
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF State full names and addresses of all who illegitimate children DECEDENT OF BENEFICIARY
ave an interest, vested, contingent or other-are involved, set STATE YES IN ESTATE
wise, in estate) forth this fact.) OR NO BIRTH
!Vlildred !VlcLauohlin dauohter Yes sui iuris rP:S lPOri tP.P
914 Furlong Avenue. I
Roscoe., Pennsylvania
Carl Oscar Hane.l son Yes sui iuris rP.S leari tPP
R. D. #1
Coal Center. Pennsylvania
Ce.celia Hooe Hanel dauohter Yes sui iuri~ 'tP5=; lPr!~TPP
2117 North Glebe Road
Arlinaton, Virainia
Leona Bowman Kina dauohter Ye.5=; sui iuTi.::; -roc::: lon::>TDD -~
823 Texas Ave.nue
York, Pennsylvania
Amanda Bowman dauohter Ye,s sui iuris tes. Jega:tee
823 Texas Avenue
York, Pennsylvania
'
~
Deponent fUrther says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
Will
Administration t No. Year
r.-< THE
:\lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
MARY LOUISE HANEL
Deceased
Late of R,02;C::<:>~
County of Waf;hi.ngton .
Commonwealth of Pennsylvania
•· .
REPORT AND ~APPRAISAL
l -•
:;--'!
? .. I
! ~ .... r-
I I ! :-"--~ • 1.....__)
ADifiXN V ::-~SANNIER
Attorney··At Law
(.\ Charleroi,_ Pa.~
(Executor-Administrator
must complete "As
Reported" column #1.)
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1>. RCC-~(6-S7)
'~O~MONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
HANEL, MARY LOUISE
FILE # 63-68-195
January 8, 1968
RESIDENT DECEDENT SUMMARY
FILE # 63-68-195 fti<:POHT OF INHERITANCE TAX APPRAISER
I. the unrlersigned duly appointed Inheritance Tax Appraiser in and for the County of
# 63 Washington , Pennsylvania, do respectfully report that I have appraised
the real and personal property as reported in the foregoing return at the values set forth
opposite each item in the last column to the right in Schedules "A"~ "B", "C" and "E".
Dated: 11-21-68
01-08-68
RRPOH.T OF THE REGISTER OF WILLS
I, tl1e undersigned duly elected Register of Wills in and for------------
County, Pennsylvania, do ····spef: tfully report that I have allowed deductions in the amounts
claimed by deponent, except as to those i terns 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:
REGISTtR OF WILLS
INVENTORY VALUE AS REPORTED VALUE AS APPRAISED V~A~L~U~E~~~A~S~!RE~AP~P~RA~I~S~E~D
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
$ 7,500.00 $ 7,500.00 $-~----
~,115.71 14.115.71
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
21,615.71
=====""-·~
annuities . • . . • . . . $----~--
ESTATE TAX ASSESSMENTS $ _____ _
21,$15.71
======:= ============~:===
FOR USE OF REGISTER ONLY COMPUTATION OF TAX
Tax on $ _________ , __ !'5~:'0 ~;~--'---~-
Tax on $ IW·_.-b 1~0% :,·,· Tax on !}, ~ ---------------------~------1' ax on $ . __ 1R;1o $
Exemptions (':') ======·-Total Estate ------TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tax if paid within
$ ____ _
$ ======·-$ ____ ~-
3 months after death $ ======:=
3ALANCE OF INHERITANCE TAX DUE
Add interest at rate of 6% from
to
AMOUNT OF ESTATE TAX ASSESSED $ _____ _
Estate tax paid
BALANCE DUE
Add interest at rate of 6% from
to
FQR USE OF REGISTER ONLY
$ ------
TOTAL TAX BALANCE
PAID
ADJUSTMENTS
(':') As evidenced by Chari table Exemption
Certificates issued by the Secretary
of Revenue.
$ ______ _
*-------
$ ______________ _
$ ______ _
$
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
Administration ~ No.
IN THE
Year ........... .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.... .t-U\RY .. LOUISE.. HANEL ...
Deceased
Late of ... lt.()SQQ~ ................................. .
County of WJ\SH.:J:NG'l'ON .....
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.. ,
'·
... ~ ... a
~..-.l;...~~:::..:.-_. ......... ~~-~;:.-:-~ .. •r•!i;~~-:::-::.-~;-o~"'· ... ~----::'..-·-7·_._'-_."::;:~----..... ::. -~ -..... ~ ... ~-A..r· ,., •• ~ ._..,_ __ ::.,-._-·· _,_,.,_ •• _,...,-. -
------------------------------------------------------------------------------,
Fonn' RCC-2
DATE ............ ~9.Y.~JI.il.?~~ ..... ?.:.t:.!. ...... ~.~6?. .. . '
.'i.EPARTMENT OF REVENUE
0 ~ •
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX COUNTY ............ ~~.~h.~~.9.~ ................................. . BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 77 1 2 7 APPRAISEMENT
FILE NO. . ................ ?..?..::.~.?.::~.~.2 .................................. .
Whereas, ................................... J!§:rY. ... ~o:v..i.P..~ .... H.9.,n.~l ................................................... late of ............................. ~.'.>~.~·~····························································
in the County of ............................... W~.!?.h.;i,ngt.Q.tl ................................................................... Commonwealth of Pennsylvania, having died on
the ........................... e. .... t..h. .................................................... day of .................. .J..Cl:r.l.~:r.Y .................................. 19 .. §.13. ... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ............................ W.!.R .. ~ ..... G~P.~Y ................................................................... , 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:
Two (2) story frame house, Borough of Roscoe, Pa.,
more specifically described in DB 990, page 287,
Recorder of Deed s Office~ Washington County,
Pennsylvania.
PERSONALTY:
Savinss Account # 679. Western Pennsylvania National
Bank. Roscoe. Pennsylvania.
r.hf'!l"'kina Al"'l"'rmt.l:l West.ern Pannsvlmmia Nat.iona1 Bank
Roscoe. Pennsvlvania.
Total
7,500.00
14_,_ 010.55
105.16
14,115.71
Total
Unit
Values
$
Appraisement
Made for Inheritance Tax Purposes
7,500 00
14,115 71
21,615 71
... WA$JUNG.'r..ON ..... . County
• I I t· -· -,
. I I ! ., ! J
RESIDENT INHERI~ANCE 'TAX' APPRAISEMENT
j·" 1 . Estate :Of f ' '1 •-t 1 -.. I. " • -I • I .::: :j .
.. ~X.·.:LO.UJ.$.E .. · .. HANE.L ......................... ..
F. .... , _ :,· .• ,. __ :.;. Deceased.
Late of
ROSCOE
Date of Death, .......... .J..~.'9..-~Y ... $., .. l..9.6.8 ................. ..
Appraisemel!t Docket Vol., ........... ?...? .................................. .
Page, .......... 9l.~~L ..................... No .... 63~.68~l95 ........... ..
Filed in Register's Office, Ilf<>YE?Jlll:l~J:' .. ~l.,J9 .6.~L
Amount of tax due, $ ................................................................ ..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra-isement,
Appeal ft'om Appraisement,
Entered and charged,
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Form RCC.lo-'Rt DEDUCTIONS AI.I.OWEO IN ~
OJ!'FICE 0 .. THE
RJ!:QISTE:R OF WILLS
THE SUM OF ~~ .. (C JJ If, ,,.~ ......................................................
OF _W,;..;.A~S.=.:H::..:I:.:,N;..;:G:;.::T::...:O:.::N:.:.-.._ COUNTY
STATEMEN~ OF DEBTS
AND DEDUCTIONS
DATE "{l':~ ~~1 A i-:::l~;f-f
.__.. '1~~ AND AGENT OF THE COMMONWEALTH
Reglalor of Willa, Age'tj
ESTATE OF MARY LOUISE HANEL Charleroi, Pennsylvania
LATE OF-----~--~------~------------
DATE OF FILING APPRAISEMENT ---------DAT&: OF DEATH ~J~a~n~U:;::a::;:r::_yz..._;8::::..1., ___,:::1~9.,::6_::8:.._ ____ __
DATE NO. OF
VOUCH""
NAME OF PAYEE REMARKS AMOUNT
1/19 68 Carl Hanel
Reimbursement, Costs & Exoenses Advance~n·-----------r---~~.A,~;~G~~0l.~~
1/19 68 Sun Tile & Paint Paint 23 41
1/19 68 Ruth Ekert Funeral Home Funeral Expenses 1,362 00
1/19 68 Quint Monument Monument 15 00
1/26 68 Charleroi-Monessen Hosp. Medical Expense 42 00
314 68 Bell Telephone Company Phone Bill 19 39
~/15 68 Dr. Joseph Buch Doctor Bill 35 00
5/2 68 Adrian V. Sannier Reimbursement
a) Prooate vh11 -~1~. 5P & Rodgers ~15.--uu --~ . .JU
b) Washin£ton Countv Reborts-legal advt. --12.50
c) Valley Independent-l~gal advt. --10.50 47 50
25 41
540 39
1,080 79
/9 C'-(:)
I
TOTAL
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF WASHINGTON SS:
1, Carl Oscar Hanel and William McLaughl_in HEREBY cERTIFY. THAT, To THE Bur oF
MY KNOWLEDGE AND BELIEF, THE FOREGOING IS ~)J.!Ji't.A~ :tlJIJ.ji:...fT~tJil'(~'t OF DEBTS, FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBM:TTED TO THE ESTATE OF J.VlA..K l: LOU J.;:).l:!; .I:'U\~'I.I:!;L -)ziCEA8ED s DEDUCTIONS FOR
INHERITANCE TAX PURPOSES. r , /} /' ) L7) ' /
d ~~~_A"i_A~~ •_,u. -~ (L.S.) SWOR~-~f SUBSCRIBED BEFORE ME THIS ,;( 3 DAY 01' CJIA'.i/' )ij -~ :JL Dec~er A 68 -.( ) c7' -,--'""/ ~J..,~:7 "--./ v" ..//7' .A-/ ~ # v P/.m~L_.s.
JOSE~L t:01ARY PUoL!C (/
'CHARLFR'li ~'l"":E'1 ''I'S'II'!GT0~ COUNTY
MY COMMISSJ\lil EX? IRES JANUARY 7, 1971
/
-.
Cl!nmmnumralt{J nf Jruusnluauia.}
Dhts~tugtnu C!tnuutg. .!l.!l.
KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid
on the Eighth day of February A. D. 19 68 , 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
Mary Louise Hanel
late of Roscoe in the County aforesaid, deceased,
(a true copy whereof IS to these presents annexed), was duly admitted to probate; and
Carl Oscar Hanel and William McLaughlin
the Executor Sin 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
Carl Oscar Hanel and William McLaughlin
committing unto Them the administration of all and singular the goods and
chattels, rights and credits, which were of said deceased, and requiring Them
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 Eighth
day of F'e bruary m the year of our Lord one thousand
nine hundred and Sixty Eight
································································································································-··············
Register
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I. ~ ~ ... ... ~ ! i~ f-i : ~ ~ I I~ 1'11 en e -i I i~ )> ~ ! .... -i ~ iCD 1'11 ... t jet 0 fa I iW 'T( a "'
i ~ : i::S = i '(!) ... ..... fa f-i
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.....
WILL (Single Sheer)
Published by The Pl.:inkenhorn Co .• \Villiam'iport 2. Pa
That I, ·· Mary Louise Hanel . of Roscoe
in the County oj Washington and State of Pennsylvania, being of sound
mind, memory and understanding, and considering the uncertainty of life, do hereby make, publish
and declare this my last \l'Clltll and 1restament, hereby revoking and making void any and all
former Wills by me at any time heretofore made.
FIRST: I direct that all my just debts and ftmeral expenses be paid by my Executors
hereinafter named, as soon after my decease as may be convenient.
, SECOND: I give, devise and bequeath all my property, both rea.l .and
personal and wherever situate, in equal shares to my children:
Mildred McLaughlin, Carl Oscar Hanel, Cecelia Hope Hanel, Leona-
Bowman King, and Amanda Bowman.
Third: I further direct that in case of th_e prior death of any :)
of the above named children, the decedent's share is to be equally
divided among any surviving issue of the decedent; and in case the
decedent is not survived by any issue, decedent's share is to be
divided equally among the surviving children.
Carl Oscar Hanel, Louis King,·
AND LASTLY.-! do make, constitute and appoint end V:illiam McLaughlin
tobe Executors ofthzs my last Will and Testament.
11n llmttness 'Ulllbereoft I have hereunto subscribed my name, and affixed my seal, the
--Fifth _.:__ day of February in the year one thousand nine
hundred and Sixty-two
Signed, sealed, published and ~eclared by
Mary Louise Hanel
the testatrix above nanzed, as andfor
, her last Will and Testament, in the
presence of us, who have ather request,
subscribed our names in her presence, and 1
in the presence of each other, as witnesses
~':1!:~~~---······-............. . 'i;:'{7···(3:,~~~d ..... · ...... .
J
1\ffi~auit (@f 1fxrrutnr ®r i\~miuistrntnr
&tatt nf Jtnnsyluania. { as:
C!rnunty of lllas}ftngtnn \
P all be£ h d . d th . Notary Public · d f 'd erson y ore me, t e un ers1gne au or1ty, a. ................................................................................... m an or sm
County and State, appeared .. s;.~B.h-..... 9.§s;.!:!.E .... ~~h .... §!.i:'~1..!.kh.!f.?.M ... t1f.k!.HJ.Q~Jl':Lwho, being duly
sworn according to law, deposes and says that they \; The ~<iecutmsor administrator of the estate of
........ ~B.X .... ~.9.Y.}§.~ .... ~!:':l:~.~ ................................................... ~ ..... deceased, that the foregoing schedules constitute a
. . MARY LOUISE HANEL complete mventory and apprmsement of the real and personal estate of.. ............................................................................ ,
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 base~u n a just appraisement of each
item made by the above named Executor Administrator. ·
,, 18th / -I
day of.... .. .... ~.f.QP.~.~ ....... :;r-19 ... ~.~... .... .. · ......... ~.c(;":.:"·:E~~~~to~-Ad inistr;t~~ ...... ~ .
Sworn and subscribed before me this........................ l '
............... '!:~~~ ......................................... ..
were
ADDITIONAL INSTRUCTIONS
An inventory must be filed within three months after appointment of personal representative.
A supplemental inventory must be filed within thirty days of discovery of additional assets.
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
llnu.rntnry aula 1\pprai.!lrmrnt of the goods and chattels, rights and credits which
of .......... ~.~Y. .... ~.~.!.§.~ .... ~!.i~.~ .............................. Jate of ........ ~.b.~.~ .. ~.!?;:E.2.! .. , ..... ~~;~.!l.?.Y.}.~ ... ~.~.~ .......... .
Washington County, Pa., taken and made in conformity with the abO'Ve affidavit.
1) REAL ESTATE
Two ( 2) story frame. house, Borough of Roscoe.,
Pennsylvania, more specifically described in
DB 990, page. 287, Recorde.r of De,eds Office.,
Washington County, Pennsylvania. House. sold
by Co-Exe.cutors.
2) PERSONALTY
A) Savings Account #679, We.ste.rn Pennsylvania
National Bank, Roscoe, Pennsylvania.
Balance at death.
B) Che.cking Account, Western Pennsylvania
National Bank, Roscoe:, Pennsylvania.
Balance at death.
Total Estate,
DOLLARS CENTS
7,500 0
14,010 5
105 6
~\
No. 2064
6)-68-195
Inventory and Appraisement
IN THE ESTATE OF
MARE LOUISE HANEL,Deceased.
Filed .................................................................. , 19 .......... .
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Adrian V. Sannier, Esq.
Suite 200
Central Professional Bldg.
Charleroi, Pa. 15022
~2
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1" ·:J Ll .. : L ) r•• I -;l) • '1 .0..., II
~·~~~:~I_L: •,t ~:'~J n" ··r·-·,,~ • • •:.,) J f.i~ I.,· H tL.. _.::,
') 3· ..
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY, ~ SS:
The within named AccountantS oeing duly sworn according to law, depose and say that the above account
as stated is true and correct as ......... J:::h~Y.. ______________________ verily believe.
. . ~~~ Sworn and subscnbed before me th1s ----------------------
day of __________ Q~~-~~~;:----··----·-··-·-·----··-19 .. ~~------
· --<Lb / --~-~~~~~---········-··-·-----·
CHARlEROI ·B'oNlUGH,: W ·' SH P!GTn11 f~'J'!TY
MY COI~MiSSiON,EXPIRES JANUARY 7, 1971
. -:··:· . ._;_··:,I ./•
Washington County, ss:
"0
I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
prescribe~ by Statute and Rul~f Court'l:9~JPence by proofs
thereof f1led to No. --/O.tt .... j-. .IZ.L ......... .
Witness my hand and official seal this.~.C ............... .
'-rJ.--. . /-/ U/f""
dayof .... J.-(~---··----·-·-----·--··-··---·--·----19 ......... .
--------~-L?l~---Register of Wills
...., '..., .... ·~ ::l ~I i @ ~ ..... 1'1 \o 0 . ..., b(, ........
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The Court is respectfully requested to determine
"'"""' d;stcibu';"'a'l"~
Counsel for Accountant
---------------n-----------------------------------------------------------------------~--,
,. __ ...
FIRST AND FINAL ACCOUNT OF CARL OSCAR HANEL AND WILLIAM McLAUGHLIN
CO-EXECUTORS OF THE ESTATE OF MARY LOUISE HANEL, DECEASED.
The Accountant is charged with following:
As Pe:r Inve.nto:ry and Appraisement $21,615.71
TOTAL Asse.ts of Estate 21,615.71
Tot a 1 Amount of C:re,di ts claimed by Accountant 3,987.16
Balance. Due $17,628.55
--------------------~1
--------~----------------------------------------------------------------------~--,
Date
1/19/68
1/19/68
1/19/68
1/19/68
1/26/68
3/ 4/68
4/15/68
5/ 2/68
5/27/68
5/27/68
5/68
9/11/68
9/11/68
9/11/68
The Accountant claims credits out of the assets of said
Estate., to wit:
Paye:e Remarks
Car 1 Hane.l Re,imbursement, Costs &
Expenses Advanced
Sun Tile & Paint Paint
Ruth Ekert Fune.ral Home Funeral Expenses
Quint Monume.nt Monume.nt
Charleroi-Monessen Hosp. Me.dical Expense.
Bell Te.le.phone. Company Phone, Bil,l
Dr. Joseph Buch Doctor Bill
Adrian V. Sannier Reimbursement,
a) Probate Will -$19.50 & Rodgers $15.00 =
b) Washington County Reports-legal advt. =
c) Valle,y Indepe.ndent -le·ga 1 advt. =
Columbia Gas System Gas Bill
Municipal Auth., Wash. Twp. Water Bill
Share of Transfer Costs Sale of House
Carl Oscar Hanel Executor's Commission
$34.50
12.50
10.50
William McLaughlin Exe.cutor 's Commission
Adrian V. Sannier Attorney's Fee
Amount
$ 100.83
23.41
1,362.00
15.00
42.00
19.39
35.00
47.50
25.41
3.57
151.47
540.40
540.39
1,080.79
TOTAL--------,-----------$3,987.16
Washington County RepOrts
~MXHxM~ll:.'8eaif
Washington, Pennsylvania
(PUBL.ISHED 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)
STATE OF PENNSYLVANIA ( SS.
Personally appeared before me, a Notary Public in and for said County and
Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and
says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the
official legal periodical for said Washington County, publiS'bed weekly having its
place of business at Washington, Washington County, Pennsylvania, and is act-
ing as its agent in this behalf; that the said WASHINGTON COVNTY
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 adver-
tisement 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:
March 7, 14, 21, 1968 ······················------------······-····························
that the affiant or the corporation in behalf of which he is acting is not interested
in .the ~ubj~ct matter of .s~ n<Wce or ad·v· ertising ~at ~ll pf tl.J» allegations of
thts afftdavit as to the ~ ~ce and d~aracter r.q_ pu&t?~ / T _ _/
21st d u-..... ~---·······'-. ay of... ... ~~~;'-~.h....... 8 ........ . ' r!..-~·-··········· 196 ....... .
KATHE-RINE C. ~-ARD,. N~tar~ .. ~u;.~/ -P~b-iic···
Washington, Washington co., Pa.(./
My Commission Explras
November 1, 191ii
Estate Notices
The Register of Wills 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 hav-
ing claims or demands to present them
for settlement to the Executors or Admin-
istrators or their Attorneys.
•••••••••••••••••
HANEL, MARY LOUISE, Dec'd.
Late of Roscoe, Washington County,
Penna. Executors: Carl Oscar Hanel, R. D. #1, Box 295, Coal Center, Pa., Wil-
liam McLaughlin, 914 Furlong Ave.,
Roscoe, Pa. Attorney: Adrian V. Sannier, Suite 200, Central Professional Bldg., Char-
leroi, Pa.
Proof of. Publication of Notice in. The Valley Independent
Under Act No. 587, Approved May 16, 1929, P. L. 1784,
os amended by Act. No. 51 of April 24, 1931, P. L. 67
State of Pennsylvania
County of Westmoreland }ss:
Personally appeared before me William H. Pore, Secretary of Mon Valley Newspapers, Inc., a Penn-
sylvania corporation, publisher of The Valley Independent, who, being duly sworn, deposes and says
that The Valley Independent is a daily newspaper of general circulation in Fayette, Washington and
Westmo·relond counties, Pennsylvania, and elsewhere, published in the City of Monessen, Westmoreland
County, Pennsylvania, that it was established June 28, 1902, since which date The Volley Independent
has been regularly issued in said county, and that a copy of the printed notice or publication is attached
hereto exactly os the same was printed and published in the regular editions and issues of The Volley
Independent on the following dotes: ____ Ma_.:..:_r....cc_h:....._2..z__-=.l..c-9_6_S _______________ _
~rch 9 and March 16 1968
Affiant further deposes and says that he is General Manager of The Valley Independent, a
daily newspaper of general circulation, and as such is authorized to verify the foregoing statement
under oath, and Affiant is not interested in the subject matter of the aforesaid notice or advertise-
ment, and that all allegations in the foregoing statements as to time, place and character of publica-
tion ore true. ?rr:~-) 2 e
COPY of NOTICE
.. . . 1
' Letters testamentary on the estate of Marv Louise Hanel, late of Rosco.e,
Washington County, dece.ased, having
been granted by the Regtster of Wash··
'lngton County, notice is herebY given to 1.,11 persons indebted to said estate to
\
make immediate payment, and to those having claims against .the same to pre-sent them without delaY to Carl Oscar Hanel. R. D. 2 Box 295, Coal Center, Pa., and William McLaughlin, .914 Furlong
!Avenue, Roscoe, Penna., ex~utors. Ad· rlan v. Sannier, attorn!'Y: Sutte 200, Ce~·
ltral Professional Butldtng, Charlerot,
PennsYlvania 15022 · 3;2,9,16 ---.. -'
day of March
My commission expires
STATEMENT OF ADVERTISING COSTS:
Adrian v. Sannier, Attorn~
Suite 200, Central Professional Building
Charleroi, Pa. 15022
TO MON VALLEY NEWSPAPERS, INC., DR.
For publishing the notice or advertisement attached hereto in The
Volley Independent on above stated dotes .................. $ 10.00
Notary ....... : ................................................................ $ _ ___._. 5"-"0~-
10.50 Total .......................................................................... $ ____ _
PUBLISHER'S RECEIPT FOR ADVERTISING COSTS
Mon Volley Newspapers, Inc., publisher of The Volley Independent, a doily newspaper of general
circulation, hereby acknowledges receipt of the aforesaid advertising and publication costs and certi-
fies that the some hove been duly paid.
MON VALLEY NEWSPAPERS, INC.
By
PETITION SUR AUDIT
Testate Form /
IN THE ORPHANS' COURT OF WASHINGTON COUNTY
Estate of ...... ~_;:y ___ ~_~}:.-~~---~~-~~J ______________________________ _
Deceased
No ..... -~}~-~~--:'-~~-?. ________________________________________ A. A
Fiduciary ..... ~-~?;-~--9.~~-~!:' ... ~~~~-~--~----------------
~~~-~~-~~---~~-~~~~~-~~-~---~9-~~~!:~-~-~-~:':-~---
~~~ ~~~
Decedent's death ..... JanJJ.at'Y-... 8.~ .. J9..Q8 ........................ Grant of Leltters .. J~~~~.!.Y. ... ?.~.L.J.~§-~--------------··········
This is the .... F.i.r..§.~---~-n4 ... f.Jn~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 Date Election Place of;
Under or ~will. (cross out one) Filed ···········---------·············· Record ----------·-········---·······
Name of surviving spouse ....... NQn~----------------·········-·------------··············-···········--------------------------------------------------------------
List issue, where material:
Mildred McLaughlin
Carl Oscar Hanel
Cecelia Hope Hanel
Leona Bowman King
Amanda Bowman
Did decedent marry after execution of will? (indicate) }E§tS. No. Any children born after execution of will? (indicate)
'OOx. No. If answer yes, name them .......................................................................... ____ .... ___ ..... ___ ...... __________ ... _______ .. _______ .
Legatees Relationship
Mildred McLaughlin daughter
Carl Oscar Hanel son
Cecelia Hope Hanel daughter
Leona Bowman King daughter
Amanda Bowman daughter
List, if exceptions to above: Adeemed: Revoked:
If partial intestacy, give facts:
Interest
residuary
legatee &
devisee
residuary
legatee &
devisee
residuary
legatee &
devisee
residuary
legatee &
devisee
residuary
legatee &
devisee
Lapsed:
Fiduciary, if deceased or not sui juris
sui juris
sui juris
sui juris
sui juris
sui juris
Abated: Give Cause:
Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled
to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account
and of call of audit? Yes. ~
If any exception give cause: ............................................. .
File copy of Noti~~ November 27' 1968 and date of ma 111 ng ....................................................................................... __ ........ _ ..... ____ .. _ .•..... __ .. _. ____ . __ , .. __ ,. __ . ____ , .. __ , _.,
Is estate subject to the filing of a Federal Estate Tax Return? .... NQ ....... , ..................................................................... .
Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ... N9.TI-.~---············································
If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant.None .......... .
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.
N 0 N E
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:
Total additional debits (Add)
Itemize any additional credits not shown by account:
Adrian V. Sannier, Esquire, Costs
Advanced to file Inventory and
Account, $19.00
Total additional credits (Subtract)
Balance for distribution
$.17.~.628 .•. 55 ............. .
$ ... N9.n..~---····················
$.A.9.~.9.Q ...................... .
$}.? . .t_~Q-~-~-~-?. ............ .
If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value);
Balance in cash.
tlfl
.•
If Family Exemption claimed by Petition1 give place of Record:-----~~~-~-------------------------------------------------------~------------
If Family Exemption is claimed at audit1 give name1 relationship and basis for Claim:.None ____________________________________ _
List any advancement or distribution on account that has been made1 and nature and amount of same:
NONE
-.
Suggested distribution of balance shown1 both as to principal and income1 attaching signed and itemized elections
to take in kind if balance ~Is not in cosh: residuary shares being stated in proportions: , . .....
Balance to be divided into five (5) equal shares.
COUNTY OF WASHINGTON/ SS:
COMMONWEALTH OF PENNSYLVANIA
The above named Fiduciary or representative thereof,
being duly .... ~~~!"-~----------------------doth depose and say
that the facts set forth in the foregoing petition are true
to the best of ...... ~.'h~-~~--------------knowledge and belief.
___________ Sw.orn _________________________ to and subscribed be·fore
me this ... .:5J;h ..... day oL.De.c.embex: _______________ l9 .68 ...
Signatu'e of 0~~~~~;-'~~~/_ ______ _
T rt I e of Off1ce r: •.•. -----------------__________ -------------------------___ -------
off · -;;:.; :N ·A '£~L ,._/: / 0 Z./ 1ce exp1 res--~8.--... ~-----=/' ..... 7 . .-... /. .. Z.. -----------------
JOSEPH SITTE, NOTARY PUniC
CHARLrR1\ BllR~UGM. I'I'Sil'''Si·"l <'"''·'TY
MY COMtv\!SSION EXFIRES JA;!UARY 7, 1971
And your petitioner will ever pray1 etc.
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..
No . 63-68-195 ................. A.A. . ----.... ----...................... -.. -----...................... ..
Estate of .. J1~!.Y. ... ~2~~-~-~---tl~~~-L ........... .
· ---Deceased
Fiduciary .... ~~E~--.2~-~~E .. Hane 1 & ' ------·---------------------
-~~~-~~~~---~~~~~-~~-~~~!·---~~-':'-~~~~-~~-?r s
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciwy will submit herewith the
following, in conformity with Court Rules
adopted effective December 3, 1951, being
rule No. 9: paragraph b-e; 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.
~ ' ......... --~~ .... '! ...... .Att6~~~~---
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1Jn tQr ®rpQUU!i. Olnurt nf lfasqingtnn C!Inunty
In the matter of the Audit of Account in
Estate of 11/J ttY )-.... 0 () t .s E H A A) e L. ! No. t,~ -. 68'-Jf-5"" , 19 ___ , A.A.
TO THE AUDITING JUDGE:
Enter W V appearance for /:J C C 0 GJ P /,If A1 / 1
/) __ . / 1/
·~~~
t!!_day of l)B;eN/3&/C , 19~3'
N. B.-Counsel shall, by separate paper, present a concise statement of each
claim, with supporting calculation of any interest claimed. Objections
to an account as filed, shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
./
No .. __ _ --------• 19 __ , A.A.
In re Audit of Account in Estate of
f·i AUDIT
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Jrarripr fnr .Apprarnurr
FOR
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i v • ,,, fJ I I •-' (., .. J ~ ; ' I ;· ~T
Attorney
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ESTATE OF No .. f?.~:-:§_?:·).~.9. ... OL .......... , 19 ____________ , A.A.
Mary Louise Hanel, In the matter of the .... ! .. ~~~-~--'!l:~~-_f~_l!:?:~--------
----·--··--··--··------·--------------·----·p~~-~0.~_$_9:! _______ _ Account of ___ Q~~J __ Q§~.0.~_Jf0.D-~J .. 0.mL ......... .
.W.UJt.0.:m .. MQ_Lg.ughlin~-···-Exe_cuto_rs _________ .
ADJUDICATION AND DECREE
And now. ______ }_~~~-~~Y. __________________________________ .I£. .... , 19.Q~---, this matter came on for hearing,
audit and distribution at this session and testimt~aken; and thereupon, upon due consideration
thr7of60§e 5galance for distribution in the hands ?f the ~ccountan~ is deter~in_ed to be
$ ...... ? _________ • ____________________________________________ and the account IS accordmgly conf1rmed; and 1t IS ordered,
adjudged and decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and make a part hereof, unless exceptions hereto be filed
sec. reg. or an appeal be taken herefrom sec. leg.
SCHEDULE OF DISTRIBUTION
Balance per account _______________________________________________________________________________ _
I I Additional credit asked at audit 19. oo 1
Balance. _________ .. ______________________ .. _____ ..... _________ . _____ ._ ... ____ ._ .. ____ ._ .. ____ ... _____ ... ·---------·
Deduct Clerk's Costs & Receipts _________________ ~ ______ : ____________________________________ _ 34.50
A Adrian V. Sannier · ttorney_____________________________________________________________________ ------------·-··----------··· $17,575.05
Russell Marino, Agent, transfer inheritance tax, 1054.50
$16,520.55
Mildred McLaughlin, daughter, 1/5 residue, 3304.11
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3304.11 (/~ja?~wt9
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Carl Oscar Hanel, son, 1/5 residue,
Cecelia Hope Hanel, daughter, 1/5 residue, 3304.11
Leona Bowman King, daughter, 1/5 residue, 3304.11
Amanda Bowman, daughter, 1/5 residue, 3304.11
No balance
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RCC-4 (8·68) COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NO. A 0 3 311 2 OFFICIAL RECEIPT • PENNSYLVANIA ,,~HERITANCE AND ESTATE TAX
ONE THOUSAND FIFTY~FOUR and 50/100 • -- - ---
RECEIVEDCarle o. Hanel aftd William MeLaugblin Exera.r P 1 • 1 h ·t dollars
represen mg ennsy vanta n en
Att)" • ADRIAN V * SANNIER Estate Tax due from the following estate:
From: II
51S McKEAN AVENUE Address ________________________________________ ~
CHARLEROI, PENNSYLVANIA 15022
63-68-195 1-8 ... 68
File No. Date of Death ________ ---i
Date of Payment January 29 • 1969
MARY LOUISE HANEL
Name of Decedent ------------------1
WASHINGTON
County _________ ~------------------------------~
Remarks:
,.
uOO~[f)[L~@illurn SEAL
NOTE: This Triplicate Receipt to be retained lor. audit purposes.
2% Tax on $ ~ ~
$ 17,575.05 $ 1,054.50 6% Tax on ltll
15% Tax on $ $ ____________ _
% Tax on $ $ _____________ _
Estate Tax, Act of
May 7, 1927
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
___ % from-------------------
to ________________________ _
TOTAL AMOUNT PAID
$ __ · -------
1,054,50 $. _____ _
$ _______ _
1,054.50 $======
R . d b (2," .... ool, ..... {_.-L :/; 1 ti--"'t.v:vv
ecetve y ------·~·-------------.:-------~----------------NOTE: In accepting the transfer inheritance tax on future estates, prior to the death of the life /"" {Signature) dl,' .
tenant or tenant for years, OS evidenced by this receipt, it is understood that the Commonwealth shall r ,_,/ ~.::.. ';( )'1/ / > ~ I i ~ (' / ~-(. (..< y .. ,/ ..f""" ...,. not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the v; 1 .. 1-' ' . / ·-Ill
life tenant or tenant for years whenever it appears that such additional tax may be legally due and · l' (Titie)
collectible for any reason whatsoever.
~-~~ ----~~~ ~~-