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HomeMy WebLinkAboutOC1968-0267 - ESTATE OF BODNAR SR--_._----~.~~--------------- Testate Form/" PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Esto'te of !-:~~t~..!?~~~.~E.L.~E.!----..._ Deceased No _ ___.._____A. A. Dote of Dote of Decedent's death M~f'fh..?;:?.1..J.~§.7...____.Grant of Leltters M~f'~h..~.~.2..J.~.~.7._.__-.----.- This is the f..i~?t..9,mLf.ing,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 toke Under or Against will.(cross out one) Date Election Place of; Filed __Record . ... None Name of surviving spouse ~~~~__._..__._ ...____.__..__. List issue,where material: Did decedent marry after execution of will?(indicate))E~"No.Any children born after execution of will?(indicate) YEJ:.No.If answer yes,name them _..___. _ ___. Leg,atees Relationship Interest Fiduciary.if deceased or not sui juris STEVE BODNAR Son $5'00.00 LOUIS BODNAR,JR.Son 1/2 less $250.00 JOHN BODNAR Son 1/2 less $250.00 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 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 Notice and date of mailing , Is estate subject to the filing of a Federal Estate Tax Return?NQ...........•........................................................_ . 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 . .....................................................................................~.~.f)..!ip.............................•......................................................._...._.._ Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: None 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: Total additional credits (Subtract) Balance for distribution $_.__. $. $$.,.~.?~!.??. $..!?t.~.?~.~.??. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Cash ..;;- If Family Exemption claimed by Petition,give place of Record:N9.n~. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:NQn~. List any advancement or distribution on account that has been made,and nature and amount of same: 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: Cash Steve Bodnar -----------$500.00• I ,~ Louis Bodnar,Jr.------1/2 less $250.00 John Bodnar,-----------1/2 less $250.00 COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ?W.9.:I::I}............•......•.doth depose and say that the facts set forth in the foregoing petition are true to the best oL hi.~knowledge and belief. ............$yy.QXD.to and subscribed before me this day of Q.G:tQp.~n'Ti 19..6.7... $;9not u,"of Offker---~--~--JlA.MkP.1 Title of Officer N~g . Washington;Washington CountYe Pa • .Office expires ~.~.P.:.t:~IJl9.~~.J§~.J9.§. M'·"',"-.-,F'.d:·y r!.i~rl: .~y v ....t·:i~~I~.'1 Exp!I'CS SLPt.16,1~68 And your petitioner will ever pray,etc. ....fl~...p.~...#.;J,.t ..J?Q~..~~~.t ..p.~.t!?Y.:t.QyyD.,..P.q..•................... f.' i No..A.A. ) ~ Estate of.....~9.1).i?..~QctmlJ:::....~~".........•.......... Deceased Fiduciary AJ:§~..P.§p.~§g~§nJ.!..:!.:r;.~.,. Executor PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate o£llTe.l:\sJ(j'1Ecp.s~-9rYof the funds for disiFi!J,L1tibhT91,isi1rPm judicial sale of real estate. 9.S~gn7d s~n,!.(~tern~ed..,.~lecti?ns if any dlstrlbuflon IIi krncL L ~I J,.VJ;J Gf:3l 10.Copy of Federal Estate Tax return if es-. tate is sUbjectr.~~ft£>l f :J S9-..a.f.a.ro..S•...Finder·..·············Att~~;;~~···......--.-- ~2 '- 11u lQt ®rpl1uus~QIourl of lIusQiugtnu QI:nuutU -> / In the matter of the Audit of Ac-count in Estate of LOnIS BODNAR"SR.•.J :.. deceased........._-_-_..__..___--___ __-_-_._-_-.-_- TO TRill AUDITING JUDGE: ) )No..261 of ,,19.6Il.,A.A. Enter....•.............................................appearance for WashiDgtcm..County....Home.For-..Agod..Mon..I:n._ .paragraph...~Seco.nil~ot...:the..Will,Btsv.o...Bodnar..is..hequeathed...the..,sum..of...$500..ooo-. .w.e...:Wi.ah...to.~.call ..to the...c.Qurt.!.S a.t.tentiO.n..tha.t Stew Badnar...1s...&...pa.tient...in..thQ . .CounV..Hom:;;l 'l'h1s be.Q,uest..should..be..pa1.d..in trust,of the Superinten&mt...of . .~~~~..~.~~- -tZ(~~~. .16th day of Ma1',19..68. N.R-Counsel shall,by Ise'parate pa:per,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 se-parate pruper.'Counsel suggelsting proper distribution shall file a separate concise statement in that Tega-rd. - ~•I ! !»'0)il'l'...'0i~ , oi~l~] I! I, ii,,, !!;!iiI II!I;; I IiI !!!,, !iii! I 1; i, i, i I~i~i:'"l, l I:,I .;!'O!;O! l,1»; ii~'o!lD!.Q!~I I I~jai..:I , i i ii I f ~0. I l .1\) U1 / 6819~ 3Ju tl1r (@rpl1auB~(l1aurt of lIuBl1iugton mounty I No...?!?'t....Of \In the matter of the.Fir.si;...and....F.ina1 . Account of ~~.~.~..P.~P..~~.~~.~~.~. ESTATE OF ...._.._._.__d~.c.~~.~~.~.~. .....J;..Q~J~...~~.~~~.J ...~.~.~...,.•.••••.••••••••••••••. .~~.Q.~j;.Q~.,. ADJUDICATION AND DECREE And now ....~~!.....]__"_1 ..r 19 6~this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereoa~~Z6a.112cefor distribution in the hands ~f the Ac.countant.is d~term.in.ed to be$...__._.._._.__and the account IS a c cordI ng Iy confl rmedr and It IS orderedr adjudged and decreed that the said balance be paid out by the Accountant in accordance wi1th the schedule of distribution hereto attached and made a part hereofr unle:ss exce~tions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. Balance per account _._._____._.$...6.,.6~.6.J1.7.2 Balance ______ _ ____ .$8,626.72.. Deduct Clerk's Costs &Receipts_____.__._.._.._ _ _.._ . Attorney S.~;m..f.9X'.g ~,.~JOO'_,~__.___._____. Russell Marino,Agent,transfer inheritance tax, Steve Bodnar,son,legacy,plus interest due on legacy unpaid, Louis Bodnar,,Jr.,son,1/2 residue, John Bodnar,son,1/2 residue, 3Q63.90 3963.90 No balance 0......0 ~ m n ::l Z VI n 0 0 .....9 t:Y c :r ....::l CD 'S' CD .....3 0 0 t:Y ......0.......... -'.... ~ CD fa ., 0 0 +-+ ...... -' ...... = ....:r ::: CD fa:::t:Y ~ S~~~~ ?> ~ ?> v/I R.glal.r DEDUCTlONll ALLOW~D IN THE SUM OF ,/J~~~f "<011DATEAPPROVED•....•.•.... ~~ STATEMENT OF DEBTS AND DEDUCTIONS •OI"FICE 01"TME REGISTER OF WILLS 01"COUNTY TMB COMMONWISALTM Form RC C·10 DATI 01"DIATH March 23.1967 ESTATE OF L_O_U_I_S_B_O_D_N_A_R...:.,;...-.S_R....;;.LATK 01" ~-:U-~~ DATE 01'FILING APPRAIUMINT Oct.,1967 West Pike Run Township, Washington Co.,Pa. DATE NO.01'NAME 01"PAYEE REMARKG AMOUNTVOUCH,"" Josenhine M Douolas Reoistpr P of Will 14 00 Observer-Reporter Publication 12 50 . Washinqton County Reports Publication 12 50 W::l c:hi nntnn Hnc::n;t::ll Hosoitalization In QI=) Guy Rogers Getting Witnesses on Will 10 00 Sanford S.Finder,Esq.Attorney's Commission 522 59 Alex Debreczeni,Jr.Executor's Commission 522 59 Josephine M.Douglas,Register Account,Inventory,etc.19 00 John Bodnar Reimbursement 350 50 Louis Bodnar,Jr.Reimbursement 350 50 A.t2.L p.~L v ~.~V ~¥'~ (7 0~vf /9~f /3 .TOIAT -__.,nne:13- HEREBY CERTIFY,THAT.TO THE BEOT OF D EXPENSES OF _=!-<--,,-__DAY Of" Y Public Wash'ngton,.shington Co., .A["'"',:'-:'.F."•\'~'y f':;'Jrc .ly Cw:i.11is~jlill hpices S~pt.16,1!:l6& COMMONWEALTH OF PENNSYLVANIA } W h •t so:COUNTY OF as Ing on I,Alex Debreczeni,Jr. INHERITANCE TAX PURPOSES. IIolY KNOWL!:OGE AND BELIEF.TH!:FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS, A OM1NISTRAnON auBMITTED TO THE ESTATE OF ..::L;;.::o;.::u;.:i:..:s:......;;B'O.:o:..:d"H-;;;.=....z.-.--::;.~*_ ... 19 ~f,-- Clerk of Orphans'Courtp"f1M~ 613 Washington,Pa.,Od.<1-:'C7f..J....2-t.> OFFICE OF7 CLERK OF ORPHANS'COURT Received Of %_U:::;S_S_E_LL--l7-M_AL'-IRoL~=O"",':....:C::....le_r_k_O_f..:::::o::....rP-rh«::;.~_S-'"::....co---'u!L..~t _ State,etc.••-$:====== Total - - -••-$ County • -•••$,_~-.:.-,--_ ---------------~--,---,---~----_.-rrl"'I arnmmnuwra1t4 nf JrUU5YIUaUia,} llIlIa54iugtnu arnuuty,55. KNOW ALL MEN BY THESE PRESENTS:\Vhereas,at Washington,III the County aforesaid l on the 29th day of March A.D.1967 ,before me, Josephine M.Douglas ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in rhe Commonwealth of Pennsylvania, the last Will and Testament of Louis Bodnar,Sr.,. late of West ~ike Run Township in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Alex Debreczeni the Executor III said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Josephine M.Douglas . ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Alex Debreczeni committing unto him the administration of all and singular the goods and chattels,rights and credits,which were of said dece~sed,and requiring him to exhibit a true and perfect inventory thereof into the Register's Office,at Wa!shington,within ninety days from the date hereof,and to render a just and true account of s'aid administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this twenty-ninth day of March in the year of our Lord one thousand nine hundred and sixty-seven. 9-~U2?2,_X~;: LAST WILL AND TESTAMENT I,LOUIS BODNAR,SR.,of-West Pike Run ~ownship,Washington County,Pennsylvania,being of sound mind,memory and understanding, do make and pUblish this my Last Will and Testament,hereby revoking and making void all former wills by me at any time heretofore made. FIRST:I hereby direct that my debts and funeral ex- penses be paid as soon as convenient after my decease,and my Executor hereinafter named is directed to purchase a headstone to be placed upon the grave for mTse1f and my deceased wife,Esther. ')SECOND:I hereby give,devise and bequeath unto Steve Bodnar the sum of Five Hundred ($500.00)Dollars. THIRD:All the rest,residue and remainder of my said estate,real,personal and mixed,wherever situate,whether vested or contingent,I give,devise and bequeath unto Louis Bodnar,Jr.and John Bodnar,share and share alike. FOURTH:I hereby nominate and appoint Alex Debreczeni to be the Executor of this my Last Will and Testament and he to serve without bond. IN WITNESS WHEREOF,I,LOUIS BODNAR,SR.,the Testator, have to this my will written on one sheet of paper,set my hand and seal this 18th day of February ,1963. Louis Bodnar Sr (SEAL) Signed,published and declared by the above named Testator as his will and attested by us at his request,in his presence and in the presence of each other. Marl Debreczeni R~v.Alexander Si1al I ~"'b ........"'~ i=t m ITlHCJ)Gtfit-i»"'t ~-i mgITl.... 0 ~N ~......e r~.~:= I ....til ~r ~=,, iI .1'1,}. (HI Ii< J J,jl,J vtj IX j €Jtatr of ;'rntmyluuniu,~!in: O1nunty of mas!1ingtolt P 11 b .t b d '0'd h'Notarv Public 'df 'dersonaye"ore me,te un ers1t>ne aut onty,a .,...l ill an or Sal County and State,appeared 6.J~.J;;p..sp.;r..s.C;;.?:.sn.t~:J.+..,who,being duly sworn according'to law,deposes and says that he is the executor Oi~ifili~li.of the estate of .....................................~.Q.y..~.~~.Qp..~.~.~deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of..Y2Y.I~!?.Q!2~f.:E , 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 d~eth'based,:J:2~ju!,t appr,ais,emneof eachitemmadebytheabovenamedExecutorAdministrator..' SW,orn ar;d subscribed before me thiS.......i...r::!:......J ~II /•'1/,J .I{lJ...-/.'.{Jl'tL/"Z~.1/·r..-"I day of s··7..!..?~();~~:~··V..·k(;~:;j~'!';"";.....·..·:·....:..·..·..·..···..:··......·~..E·~~·~~·Io~~;;~·..··/~f..~~......... · ·..·/~·......·..Ny·fa'i···..·l\.i'bTrc..··..···..·\·....·...........................~Was~gtonj~9WaSXingpon COAJDDITIONAL INSTRUCTIONS~a.11.An inventory must be filed within three months after appointment of personal representative. 2,A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Ta.x Return. ,,'.......',.....,REFERENCE FOR ADDITIONAL COpy_7 v:'I;'~"...:,_.=:."ir..~~~.Ji.:5,1:)6B Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 l1mnmtnry ann l\p.pratnl?uuui of the goods and chattels,rights and credits which were of ~.Qy.J§~.Qp.,lj.6.B late of ~!.~.~.t f.J.~.~!3.Y.D I.g.~0.§.bJp.:.. vVashington County,Pa.,taken and made in conformity with the above affidavit. REALTY: None PERSONALTY: DOLLARS CENTS Checking Account -Pittsburgh National Bank California Office SAVINGS ACCOUNT -Pittsburgh National Bank California Office TOTAL 653 83 9,798 02 10,451 85 STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55, The within named Accountant being duly sworn according to law,depose and say that the above account 1i Sworn and subscribed before me this ~._...__ v-~l,? day ~f_-:-~u-~::~uJL~~~--~--: /Nota y Public Washington I hington County,P • as stated is true and correct as h~verily believe. L~,·~,-ATex--Debreczen1.--]r~------e·cutor----------- Washington County,S5: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.---/?-~-f.----d--/.y£f-----. Witness my hand and official seal this '__~_ day of ~. .._.--19_{~a --ILJ._/~---_:~~._-----_._----------_.._._--__--_. Register of Wills ~~ H 8(1):...., -ui :<c: ·ri: 1-1<1 .j(J}i -u!Hi0:'H!c:1I1!(J): o o 2P~'l•I'-J.t......•.. ciZ ~! ~~~ •i~1 ~j ~ ..' .. ~. ....j •• ..,t_., The Court is respectfully requested to determine proper distribution in this estate. ~P'-~Co nsel or Accountant • Washington County RePortS ~c~Jl1tAlN~ Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) Estate NoticeD The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given to ail 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. • • • •G •••••••••••• 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 (S8. BODNAR,LOUIS,Sr.,Dec'd. LaWteh.of West Pike Run TownshipasmgtonCounty,Penna..Executor:Alex Debreczeni R D #1Box388,Daisytown,Penna..·. .IAttorney:Sanford S.Finder 631 tWashmgton Trust Bldg.Washing-on,Penna.' 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,publisbed 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 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 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: ........~p.~.~.~..}.~.L..?g..L..??.L..~.?..~.?. Sworn to and that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of <hI,,ffid,,",'{;!A!;;"pl,re ,ed '7!!.e~,I re'ro,.~. Editor .....~:?.~~y Of..........p..;'.~.L..........2'196....7..::::::::::~~r.f- Washington,Washington Co.,Pa; My Commission Expirtls November 1,1969 THE WASHINGTON OBSERVER WASHINGTON,PENNSYL.VANIA PROOF OF PUBL.lCATION In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,Paragraph 3,Sub-paragraph 25,as amended. Commonwealth of Pennsylvania,County of Washington,SS:. Personally appeared before me,a Notary Public in and for said County and State,Ri..~.h.~.r.9.?.l!g9.w.~n ,who being duly sworn d·..Sec 'y_&Treas ~accor mg to law,deposes and says that he IS the...__. of the Observer Publishing Company,a Pennsylvania corporation,and its agent in this behalf;that the said Company is the owner and publisher of the Washington Observer,established September 18,1871,a daily news- paper of general circulation,printed and published and having its place of business at Washington,Washington County,Pennsylvania,where it has been established and published continuously for more than six months prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a copy of an official advertisement,official notice,legal notice or legal advertisement,exactly as printed or published in the Washington Observer in its regular issue or issues on the following date or dates;.__..__.Ap.r..iJ l~..,l.9.~n.Q 4.Q l9.Q.7.... .. that neither the affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega- tions of this affidavit as to the time,place and character of publication are true...----/2~.L.J ..~ r"'~'ESTATE NOTICEESTATEOFLouisBodnar.Sr.de· £eased late of West Pike Run Town- / ship,Washington County,Pennsyl· va£~~ters Testamentary upon the' above estate haVIng b~n I[tranted tOIItheundersigned.notIce IS hereby, Igiven to those mdebted thereto tomakeimmediatepaymentandto, \ those having claims or demands toI present them for settlement.I Alex Debreczem R.D.#1,Box 388 .~Daisytown,Pennsylvama Sanford S.Finder.Attorney 631 .wa.shington Trust Bldg. Washington,Pa.23987.Wed.-3tl ~__~...-..."""_.,...-i Sworn to and sUbscr~pefore me this__2.6__.d~;or.....!.\pr.il.:..l.9.67 .../Z(~!fj1}~.~t ....7I/~d..~-U '''pr'm M.BRAOlfY,NOTAR~~~~'C" \'!~SHINGTON,W.\SHINCMI rOUinY I!I{COMMISSION fXPIRfS MAY 6,1968 ·.. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA THE FIRST AND FINAL ACCOUNT OF ALEX DEBRECZENI,JR.,EXECUTOR OF THE ESTATE OF LOUIS BODNAR,SR., DECEASED The Accountant has charged as follows: NO.of 1967,O.C. Balance per Inventory and Appraisement ••••••••••••$10,451.85 Credits claimed •••••••••••••••••••••••••••••••••••1,825.13 Balance Due ••••••••••••••.••••••••••••••••••••••••$8,626.72 r ...... The Accountant claims credits out of the said estate as follows: NAME OF PAYEE Josephine M.Douglas,Register Observer-Reporter Washington County Reports Washington Hospital Guy Rogers Sanford S.Finder,Esq. Alex Debreczeni,Jr. Josephine M.Douglas,Register John Bodnar Louis Bodnar,Jr. NATURE Probate of Will Publication Publica tion Hospi talization Getting Witnesses on Will Attorney's Commission Executor's Commission Account,Inventory,etc. Reimbursement~~iV~) Reimbursemen~~\ AMOUNT $14.00 12.50 12.50 10.95 10.00 522.59 522.59 19.00 350.50 350.50 TOT A L •••••$1825.13