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OC1968-0344 - ESTATE OF ANTIS
Testate Form PETITION .SUR AUDIT '· ( IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of ... ~9?.~_;::': .. ~-~---~-~:':-~~---·································· .. N 63-68-344 0 .................................................................. . F.d · Helen S. Antis I UCiary ..................................•.....•......................... Deceased Date of Date of Decedent's death ....... '!.~-~~-~~.)' .... ~.f?..t. .. }.~.?.~--·················· Grant of Letters ......... !:'!~E~:t?: .. ~.! .... ~~~-!?. ........................ . This is the ... ~-~-~~-!: ... ~~9: . .¥.'.~~-~~---~~-C::~-~~-'t:: ................ ·~~X~filed in this estate If there have been former accounts filed in this estate, list file number or number and term ................................... . ----------------------------------------·--------······-~-?.~ .. !::.P . .P.~-~~-<:t.?..~-~-------------------------·-·····----------------------·---------··········--------·--·----·----· Election to take Date Election Place of; Unde~~amm will. (cross out one) Fi I ed . .. ... ..... .. .. .. .. .. . ............ Record ................... _______ ... . HelenS. Antis Name of surviving spouse ...................... ____ ........................................................... __ ...... __ ............. _ .. _ ....................... _ ...... . List issue, where material: Did decedent marry after execution of will? (indicate)~. No. Any children born after execution of will? (indicate) ~ No. If answer yes, name them ............. ----------~~-~--~-.P.E~~-'?-~!?.~~----·--··················---·--···--·····--·····-----······--···--······ Legatees Relationship Interest Fiduciary, if deceased or not sui juris Helen S~ Antis Wife Entire List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: Not Applicable If partial intestacy, give facts: Not Applicable 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. *M . Not Applicable If any exception g 1ve cause:-------------------------·-···--------···---·- F.1 f N t' Executrix is also beneficiary of entire estate. There are 1 e copy o o 1ce . d . . · . and date of mailing .......... ~.<? ... ~-~?..'?::':.~.-~-~~---~-~~E~.--C::.: ... ~-~?.-~~-~-~~-~---<?.~.'?::':~.~---'?:?!~:':?..~~---~~-~-:.::~.~~~-::.: Is estate subject to the filing of a Federal Estate Tax Return? ................. X.~~---··························································· Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .. .:!:.~~-~-~.4} ........................................ . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . ....................................................... ~.<?.:t:: ... ~.P.P.J.~~-<:~:"!:?1.~ ................................................................................................ . 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. Not Applicable 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: $ ..... ?}! .. ?.§.~.: . .:?.~ ......... . Dividend, Equitable Gas Total additional debits (Add) Company, paid 9/l/7 0 $ ......... ~~-:.?..~ ............... . Itemize any additional·credits not shown by account: Total additional credits (Subtract) $ ...... ~.<?.!?-.~ .................... . Balance for distribution $ .... ~}! . .:?.~.~.:.~.:% .......... . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); The following stocks: 25 shares Equitable Gas Company (common) at 36.7188 per share $ 917.97 511 shares,National Steel Corporation (common) at 43.9688 per sh. 22,468.06 Principal Cash Income Cash Total of Balance for Distribution .. c .. t (. 395.76 13.75 $ 23,795.54 •f I! If Family Exemption claimed by Petition, give place of Record: ............. ~.?.~---~J?.E):. . .:h~.':l-~-~-~---································· If F ·1 E t" · 1 · d t d"t · 1 ·· h" d b · f Cl · Not Applicable am1 y xemp 10n IS c 01me a au 1 , g1ve name, re at10ns 1p an as1s or a1m: ............................................... . List any advancement or distribution on account that has been made, and nature and amount of same: Not Applicable, except for (1) family exemption to Helen S. Antis, widow, on April 15, 1968 and (2) transfer of 1966 Cadillac sedan to Helen S. Antis on February 21, 1968. A Receipt for said distribution is attached. 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: The following distribution entirely to Helen S. Antis: 25 shares Equitable Gas Company (common) at 36.7188 per share 511 shares National Steel Corp. (common) at 43.9688 per share Principal Cash Income Cash Total of Balance for Distribution ALLEGHENY COUNTY OF ~ SS: COMMONWEALTH OF PENNSYLVANIA ' The above named Fiduciary or representative thereof, ' . being duly ......... ~~-?.~.l} ................. doth depose and say that the facts set forth' in the foregoing petition ore true ::~ .. to the best of ....... ~·~ __ t},~~---···········knowledge and belief. -··········-~-~.?E!.l ......................... to and subscribed before r And your petitioner will ever pray, etc. $ 917.97 22,468.06 . 395.76 13.75 $ 23,795.54 • •' I• • ·me this ... ./..Jf.k/lday of.~ ....... 19..?.~-- Signature of Officer .... ~-~~ ....... :J~.A. .... ~---····························/ Title of Officer ........................ --~---····· Office MARY EVELYN BUE El. NOTARY PUBLIC ex pi res ....... .P.llTSBURG.IJ,.AU.Ii:biJ.&III-¥-CO.UNn'--··················· MY COMMISSION EXPIRES DEC. 30, 1972 ................................................................................................................... ,. .. Member, Pennsylvania Association of Notaries ... •• ,., !'" No. 63-68-344 Estate oL Robert W. Antis -----·---------------·---·-·-----·--·------------------- Deceased Fiduciary .. ~.~~-~-~---~-: ... ~.t;:!:.~.~.' .... ~?::~:?.l!.:t::E ix 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-e; and divisions thereof: shown on pages 23-24. v 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. r-'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. v9. Signed and itemized elections if any distribution in kind. vlO. Copy of Federal Estate Tax return if es- tate is.auhiect tMreto. . . John ff. Mo~gan;Esq.-Dale E. W1ll1ams, Esq.ECKERT, SEAMANS & CHERIN, 1000 P~~\et B~~~rb,P~15~9~hg§t.PBonb~~;9 ~~ ....... L'5.03i-----------------------·····-·----------------··---· Attorney ~2 ,,,•~••" '\" •:. •• •o "II, ., . '' .. , .... '-' (. l {" C!!nmmnnwralt4 nf Jrnnsyluania,} llfi. l!las~iugtnu C!Lnuuty. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid on the 6th. day of March 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 Robert w. Antis late of Finleyville in the County aforesaid, deceased, (a true copy whereof is to these presents annexed), was duly admitted to probate; and Helen s. Antis rix the Executaf m 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 TEST AMENT AR Y, unto the said Helen s. Antis committing unto Her the administration of all and singU'lar 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 6th • day of m the year of our Lord one thousand nine hundred and Sixty Eight ~;a.~ ································································································································-·············· Register ~·----------~~--~--------------=-----------~--------------------------------------------------------------~~~_. ................................ ~ t N . ... .~.- ··~· ·.< .. · ~ ~ ... ... . . ! !~ iO iO' ill ·iii !C't !=E p•~ 1:.:-i~-if-'• !m ' ·'! ! j ... ' l ! 1 ' ,. ' . .. "' (/) ~ -1 "' 0 "TJ ··.· / t/ . <~. -~ LAST WILL AND TESTAMENT OF ROBERT W. ANTIS ! I \ I, ROBERT W. ANTIS; of the Borough of Finley- ville, County of Washington and Commonwealth of Pennsylvania, being of sound and dispoi\ing mind, memory and understanding, I I do make, publish and declare this to be my Last Will and Testa- ment, hereby·revoking and declaring null and void any and all other Wills and Codicils by me at any time heretofore made. FIRST: I direct that.all my legally enforceable ,. '. ···-- - debts and funeral expenses be paid" as soon after my decease as '····;";¥ may be practical and convenient. SECOND: My entire estate, real and personal, of whatsoever kind and wheresoever situate, I give, devise and bequeath to my wife, HELEN S. ANTIS, absolutely. In the event, however, that my wife should predecease me, then I give, devise . . and bequeath my said. estate to my children surviving at the time of my death, in equal shares, share and share alike. THIRD: In the event that iny wife should die simultaneously with me, or should survive me but die within a period of thirty (30) days immediately following my decease, then I direct that under the provisions of this Testc'lment she be deemed to have predeceased me, and that disposition of my estate be made as though she had predeceased me. .·.;. . ·. •. .• •t . ·' . '···· .. {. ,.,. --...... -~-~---.................................... ~.,., --~-·~~ -.-..... ..... --r,. _,. ••••--·•·••~• -~· '"•••"-,-·-·-.... ••~ " FOURTH: In the event that my wife predeceases me, or under the terms hereof is deemed to have predeceased me, I appoint my daughter, CYNTHIA S. MATIS, of Whitehall, Pennsyl- vania, Guardian of the persons of any children of mine who may be minors at the time of my death. FIFTH: I appoint THE UNION NATIONAL BANK OF PITTSBURGH Guardian of any property which passes to a minor hereunder, giving and granting to it in this capacity the· power to retain any such _property, real or personal, received by it in kind and the power and authority to sell the same upon such terms and conditions as it believes advisable, giving good title to any real estate thus sold; and the power and authority to invest in such stocks, bonds, and/or other investments it ·deems advisable, without being limited to those investments in which guardians are by law required to invest minors' funds; and giving and granting to it in this capacity the power and authority to disburse to or for the benefit of each minor ward so much of the income from and the principal of the minor's share of the said property as it, in its sole discretion, deems advisable for the minor's comfort, maintenance, support and complete education, including preparatory, college and post- graduate or professional training, and to aid the minor in the event of any illness, injury or other emergency affecting the minor ward wherein money is needed. SIXTH: I hereby nominate, constitute and appoint my said wife, HELEN S. ANTIS, as Executrix of this, my Last -2- . . .. -. ~'..""<''""•>:r,:"';"J; ~~·, ... ~~ .... -:~-:!)·~~•-.::.::-..~~-'::!i"'~~~.-., •• ,:: -•·-:~ '?-•"'n"-"••,''¥;_;...,""-'".;1'<\f'::-'"-:;.'<'>~• ;,"! ~;.;'Y,.·t,. ~~ /--; "-.,.,=,r ... ~~ .. .._- · ....... ----· --~---~· Will and T~stament, and direct that she shall serve without bond. In the event that she predecease.s me, or under the terms hereof is deemed tb have predeceased me, I nominate, . constitute and appoint THE UNION NATIONAL BANK OF PITTSBURGH, Pittsburgh, Pennsylvania, as Executor hereof. IN WITNESS WHEREOF, I have hereunto set my hand ~I ,. and seal to this my Last "ttfill anp Testament' this I ~ 0-f._day of February, 1966. Signed, sealed, published and declared by the above-named Testator, ROBERT W. AN,riS, as and for his Last Will and Testament in the preser1ce of us who, at his request and in his presence, and in._ the presence of each other, have hereunto, subscribed our names as witnesses. .•)' ,/ . Address :.2~.:'..::' b-~->/2/-----z.J.,::, / %~4///:~L< 91/. -/ ,/ _/ -3- (.. ' . ! l ~ ( • . ' f ·I tl i-' .. , f ,- <~--~---»··----···---~· ~---------~------~------- INVENTORY of all real and personal estate of ______ RQ;!?.~R~--~-!-,.~~~-~L ... ~------------------------------------------------------------------------deceased, late ot.?:? ... !:'!9.~!:~-~---~-~~g ______________________ Street __________________________________________ , ____________ City ........................ ----·-----······-·--·Ward I ............ f.~nJ..~yyJll-.e .............................. Borough ..................................................................... Township, Pennsylvania. See Article IV of the Fiduciaries Actof1949, as amended. Claims of the decedent against the executor or administrator must be included. Encumbrances on personal property should be noted. See additional instructions on page4. PERSONAL ESTATE SCHEDULE STOCKS 25 shares Equitable Gas Company (common) at $36.7188 per share 511 shares National Steel Corporation (common) at $43.9688 per share CASH Cash on decedent's person OTHER 1966 Cadillac Sedan Decedents interest in 1968 Mercury Sedan TOTAL '-· -. 917.97 22,468.06 225.00 3,600.00 1,129.00 $28,340.03 See Article IV of the Fiduciaries Act of 1949, as amended. Description of real estate need not be by metes and bounds but must be adequate to identify the property. Mortgages, judgments, and other encumbrances on real estate should be noted. See additional instructions on page4 . ... .::....,._ .. --,-..- REAL ESTATE SCHEDULE REAL ESTATE IN PENNSYLVANIA NONE .. _. Real estate outside the Commonweaith ,, must be shown. The value thereof may be indicated but should not be carried into the total of the inventory or included as real estate in the accounting. ·. / MEMORANDUM OF REAL ESTATE OUTSIDE THE COMMONWEALTH OF PENNSYLVANIA NONE AFFJpA VIT OF EXECUTOR OR ADMINISTRATOR STATE .OF PENNSYLVANIA l· COUNTY OF ALLEGHENY ' SS.: Personally before me, the undersigned authority, a------~~-~9..~Y ... ~::l.:!?.!i:s _______________ _in and for said County and State, appeared ______ lj~J:.-~N. .. S ....... ~-~lS. ___________________________________________________________ who, being duly sworn according to law, deposes and says that he is the executor or administrator of the estate of .. RQ;I;tE.E~ .. .W .•... AN'r.:hS _____________ , deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ______ RQ~_ER~ __ W. ...... ~~I.S ____________________________________________________________________ , 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. this _____ yy~~~-::;o;_~~::~:~~~~--:f::~.?.~~ } -*-~-~---a .... :d~~----------------------------- y_;?4_4:d_tf ___ ~~ec~-o;:~Ad~~i~t~r-------------:1~· JUD!TH A. BEVERIDGE. Notary Public PtnSBLHlGH, ALLEGHENY COUNTY, PA. MY COMMISSION EXPIRES OCTOBERS, .1S70 ADDITIONAL INSTRUCTIONS 1. 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. An original and two copies must be filed. 4. Additional sheets may be attached as to personalty or realty. i Q) U)! ~ H:Q !0'1 ,, !r-1 tj. iN m: :1..() rz:~i , H : ty~! .; ro : , \,. o) .:i'-~ ~ 'S CV)· ~ ~ ~ 0 ~ z ~ 8 ~ d r-1 i n:l n:li ~!AI tJ:I i !~ I '\'r) ....... ~ ~ ~ . -··· > z ~ --~· ~-~---~ --·--~·~---· ~ 0 ~ 8 ~ rn ~ • :s: &: ~ ~ g ~hi C)C: -t;.n V1t;.n -!1"'1 rrt~ :oj- 03:: ""rll> ::'E:::.o r=z: r-o (/) -: c:o: O>: c:.o: >! -o: ;oi ...... : ' i'-": Q· ::.t?i ...:..1 ~ J! CP- H: H:" o: Q) i..C: ~+Jib1 : H :1-1 .: 0 i::J ~ p..i..Q _.d""'l :m bi+l ~!+I ...Q...O !-r-1 ·~ r-liP-1 rr.: tiJ~ . 0 1-t Q) ...., 00 Q) ...., 00 ~ < < STATE OF PENNSYLVANIA, ~ ~~H~HII~~* SS: ALLEGHENY COUNTY The within named Accountant being duly sworn according to law, deposes and says that the above. account as stated is true and correct as ............. !?.~~-----------------------verily believe.s • Sworn and subscribed before me this ...... /~------ day of --------~-~~-------------------------19.70.. ..... ~;::~-~~~~;;;··················· PITTSQURGH; ALL£GHENY COUNTY, PA. MY COMiv\&.:;~JON EXPIRES . OCT0eER 3. 1970 .,1 .,., Warshington County, ss: e?J'/J I I~ --------~-4--"'-------------------------------------- (Helen S. Antis) 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 Stat'U'te and Rule of Court, as evidenced by proofs thereof filed to No ... b.3.---:.~1D.-::.3}Q ________ _ Witness my hand and official ·seal this ___ 3/~---------- Register of Wills ,_.) -l!'·t·-r·· ~ 1 ~--D ,.,,. !...,..., ...,.1,. ... i .. !J.I H 8 ~ ... . . -. ·--~-----------·-·--- • ,· - .. 0 I .. --... ' / . • .. ' I WASHINGTON For Sale by P. 0. Naly Co., Law Blank Publishers 425 Fourth Avenue, Pittsburgh, Pa. 1-52191 IN THE COURT OF COMMON PLEAS OF ~ COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 63-68-344 of 19 Estate of ROBERT W. ANTIS, DECEASED FIRST AND FINAL ACCOUNT OF HELEN S. ANTIS, EXECUTRIX s UMMAR y SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts Page 2 $ 32,998 ~6 Disbursements Page 3 9,217 P7 Balance $ 23,781 79 SCHEDULE "B" INCOME-PERSONALTY Receipts Page 4 2,995 P4 Disbursements Page 5 $ 96.21 Amount transferred to principal-personalty 2,898.83 2,995 )4 Balance 0 NET BALANCE 23,781 79 The balance consists of the following: PRINCIPAL-PERSONALTY Stock: .. National Steel Corp., 511 shares $ 22,468.06 Equitable Gas Co., 25 shares 917. 97 23,386 03 ... Cash 395 76 23,781 79 INCOME-PERSONALTY Cash 0 $ 23,781 79 r Orphana' Oourt Acemmt-Seeond Sheet Original Estate of ROBERT W. ANTIS, DECEASED SCHEDULE "A" PRINCIPAL-PERSONALTY Receipts 1969 Apr. 28 Inventory filed 1968 Gain on Sale of Assets Apr. 10 Net proceeds of estate's interest of 1968 Mercury sedan $1,189.00 Carrying value 1,129.00 1970 Miscellaneous May 15 Contribution by Helen S. Antis to Estate to meet expenses of administration May 15 Amount transferred from income -personalty -2- For Sal'l' by P. 0. Naly Co., Law Blan•k Pu,IJllshers. 425 Fourth Avenue, Pittsburgh, Pa. 15219 $ 28,340 P3 60 po $ 1,700 00 2,898 83 4,598 S3 $ 32,998 36 / / Orpba.ntl' (lourt AccoUnt-Second Sheet Original Estate of ROBERT W. ANTIS, DECEASED SCHEDULE "Au PRINCIPAL-PERSONALTY Disbursements 1968 Family Exem:etion Apr. 15 Helen S. Antis, widow Administrative Ex:eenses Feb. 28 J. D. Gilmore, Appraiser Mar. 7 G. A. Rogers, trip to Pittsburgh to qualify witness Mar. 12 Supreme Court certificate May 1 Probate of Will May 3 3 Short Certificates May 7 Pa. Dept. of Revenue, transfer of plates and title and duplicate of same Nov. 4 Advertisement of Letters 1969 Apr. 28 Russell Marino, Filing Inventory Nov. 4 Bureau of Vital Statistics, Death Certificates 1970 May 15 Reimbursement to Eckert, Seamans & Cherin for postal expenses May 15 Reimbursement to Eckert, Seamans & Cherin for telephone expenses May 15 Eckert, Seamans & Cherin, Attorneys Fee 1970 Other Taxes Apr. 25 Russell Marino, Agent: Payment on account of Pa. Inheritance Tax, being 6% on $18,333.33; balance of $169.43 paid by Helen S. Antis, individually 1968 Miscellaneous Feb. 21 Transfer of 1966 Cadillac sedan to Helen S. Antis -3- For Sale by P. 0. Naly Oo., Law Blank Publishers 425 Fourth Avenue, Pittsburgh, Pa. 16219 $ 1,000 )0 $ 50 00 15 00 1 00 13 50 6 00 19 00 21 50 10 00 9 00 5 03 17 04 3,350 00 $ 3,517 ~)7 1,100 00 3,600 00 $ 9, 217 07 / / I ' I I I I I I I Orphaluf Clou.rt Aceo-Ont-Seeond Sheet Original r , .: Estate of ROBERT W. ANTIS, DECEASED SCHEDULE "B" INCOME-PERSONALTY Receipts Dividends National Steel Corporation, 511 shares: Paid 4/10/68 through 3/26/70 Equitable Gas Company, 25 shares: Paid 4/10/68 through 3/26/70 -4- For Sale by P. 0. Naly Co., Law Bla.nk Publishers 425 Fourth Avenue, Pittsburgh, Pa. 15.219 ' $ 2,874 39 120 65 $ 2,995 P4 / / Orphau' Oourt A~eoilnt-Seeond Sheet Original ... Estate of ROBERT W. ANTIS, DECEASED SCHEDULE "B" INCOME-PERSONALTY Disbursements 1969 Taxes Apr. 14 Internal Revenue Service, Fiduciary Income Tax Amount transferred to Principal-Personalty -5- For Sale by P. 0. Naly Co., Law Blank Publishers. 425 Fourth Avenue, Pittsburgh, Pa. 15.219 • $ 96 ~1 2,898 t33 $ 2,995 P4 / / THE BULLETIN-ADVERTISER FINLEYVnLE, PA. 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 r ss: Personally appeared ·before me, a Notary Public in and for said co11nty and state, ----------R-~-V-erne----Hann.eifo, being duly sworn, deposes and says: thaL __ sne.__________________ is the --Ed~ctor------------------of The Bulletin-Advertiser, a Pennsylvania corporation, and its agent m tliis-5ehalf: that the said company is the publisher of The Bulletin-Advertiser, published every Thursday at Finleyville, Washington County, Pennsylvania; that the said Bulletin-Advertiser was established in the year of 1912; that the printed notice or advertise-ment, attached hereto is a copy of a notice or advertisement, exactly as printed or publish- ed, which appeared in the said newsp\1l)er in its regular issues on the following dates: May 17, 24,_ 31-19oB Estate of Robert W. Antis that the affiant or the corporation in beltii.El>f whi~~-------------------is acting is not inter-ested in the subject matter of said notice or advertising and that all of the allegations of tlrl' affidav•., to th• tlln~P:':-4~;~~-~' Sworn to and subscribed b ore me this ------- -------/-------~--~ ' . ~-----~, Van VOORHIS, HOTARY PUBliC --~~----------f,l,-ti~YJILLE BOROUGH, W~SHINGION COUNTY Notary Rf~b'MMISSION EXPIRES rEBR!ARY 28, 1969 Legal Advertisement 1 ESTATE NOTICE Estate of ROBET1l W:-:/AN-1 TIS deceased, late of . Finlery-] ville, Washington C o u n t Y, l Penna. ~ Letters Testamentary upon the above estate hav~nrg been j granted bo the un~ers~gned, no-I tice is hereby g1ven to those l indebted thereto to maJk!e im-I mediate payment, and 1Jo those 1 having claims or demands to present them £or settlementt. Helen S, Antis, Executrix , 25 Norton Road . Finleyville, Pennsylvania - 15332 JOHN H. MORGAN, ESQ. PAUL M. PETRO, ESQ. L'(:A~b=ro~r=ne=y=s)=============:l' 2.15 Sevenuh Street Donora, Pa., 15033 (May 17-24-31) ,. Washington County Reports ~~~.!;tT±bl!t.MNd~:l'~ 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) STATR oF PENNSYLVAmA ( 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'hed 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: ---·---~~Y. ... ~.? .... ~-~-L?.~.L-~.?.-~-~------------------········ that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to the time, p!r;1ce and character of ·the publicatioo~are true. /,'I /' / ' -. /' /J (:// ( .· / : (I ?/ ~ ~ -~ a-· · / :.~.: .. L .......... ~ ........ : .. :. .... ..!.~ .. ::.~-:.:..k::.:..C.e.:.:.: ..... . --------1 ditor Sworn to and subscrib d before me this ------ .?..3~~d~y oL. .... ~ ... M.aY. ........ _ ............... , 196 ..... 8. ·---~~~--& ..... ,_ .............. ... otary Public KATHE~INE C. YARD, t!otary Public Washmgton, \Vas~.in~tnn Co., Pa. My Commisoion ~x11irzs November 1, 1939 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 . • • • • • 0 ••••••••••• ANTIS. ROBERT W., Dec:d. Late of Finleyville, Washmgton Coun- ty, Penna. A t· 25 Nor-Executrix: Helen S. n IS, ton Rd., Finleyville, Pa. 15332 Attorneys: John H. Morgan & Paul M. Petro, 215 Seventh St. • Donora, Pa. 15033 ~u tqr Q!nurt nf Qtnmmnu Jlran nf llanqiugtnu Q!nuuty ®rpqaun' Q!nurt ltinininu In the ma.tter of the Audit of Account in Robert W. Antis Estate of-------------------1 63-68-344 No·-------------------'·, TO THE AUDITING JUDGE: Enter ____ o_u_r ____ """""appearance for __ E_s_t_a_t_e __ o_f_R_o_b_e_r_t_W_._A_n_t_i_s _______ _ September N. B.-Counsel shall, by separa:te paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concis·ely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. No. 63-68-344 In re Audit of Account in Estwte of Robert w. Antis AUDIT Jra.rtip.r fnr i\pp.raraur.r FOR =::: ::;eJ :::D t~/> l> rn c: rn (f) ~ (./) ~ --..J c:::;::, -r =:. U} en z -1 n1 G_) rn r- -; ::.-<..' r·._ 0 0 -· z _... 1- r--..> t.D -o ~ ):..."» C) :E -x; '"" 0_:._ -oi-~ !>(I) John H. Morgan, Esq .. ·-r~ r- rr1 t.~ Dale E. Williams, Esq. ECKERT, SEAMANS & CHERIN 1000 Porter Building Pittsburgh, Pennsylvania 15219 Attorney ~2 In the matter of the Audit of Account in Estate of ......... RQm;Rr,r ... W.! .... &fJJ.$._~ ............................. . ;No ................. , 9.3.~.9.~."::.3~~---················:;.·• 19::..7.9 ... , A.A. Deceased TO THE AUDITING JUDGE: Enter my Helen S. Antis, Executrix appearance for ................ ····················································································································--·· m mmmmm mmmmm •A mmmmm:l2t:;_mm ~~x ························································································································· ... ~~~~.day of ······-~-~-~-~~-~~-~-~.L ............................. , 19 ... 7.9. .. . 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. Counsel suggesting proper distibution shall file a separate concise statement in that regard. No............ 63-68-344 ..... , ·····----------·----·-······················l 70 A.A. 19 .......... , In re Audit of Account in Estate of ROBERT W. ANTIS, Deceased AUDIT Jrurripr fnr App:ruruurr FOR Helen s. Antis, Ex~trlxi ··························~·-·:;::r····················a·········································· ):> fTl :::0 • -- (/) .f-) c:: t.r") ti;ll.'~------------···-···-·----···s:··-=;:···:..."J"";"""""""""""""""~:tr-······~----------------···········-···--·~ --(.."") c;} -o. __________________________ ;: ... ;:;~: ... ;~------: ....... ;:_;; ....... rTI ......................... . ~:Ur--0 ··························'E-·-~·-·::!2·······-······=a·······•<·································- 0--:,;... ::::::r .......................... p. .. ~ ... d. ............. i"'V ............................•.............. ~;=z .......................... ;t?.-... {J:l ... ? ............... .,.,. ....................... ~---···············- Paul M. Petro, E1q. 215 Seventh Street Donor~-; Pa:; , 15033 ...... 5 Attorney I IN THE COURT OF COMMON PLEASE OF WASHINGTON, COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE ESTATE OF ROBERT W. ANTIS, . . : . . . . Deceased. : RECEIPT case No. 63-68-344 I, Helen s. Antis, hereby receipt for the following property at inventory values distributed to me by the above captioned estate: {a) 24 shares of Equitable Gas company (common) at 36.7188 per share (b) 511 shares National Steel Corp. (common) at 43.9688 per share (c) Principal cash (d) Income cash TOTAL Helen s. Antis November 15, 1970 $ 917.97 22,468.06 395.76 13.75 $23,795.54 'Vd '·o'J IL;J·~'r!IHS\'/A s 11 : t,\ .-: :: 'i ~, 1 s 1 :r:: u 1.1 ;i . '·• (,. y . ti..J r •"': -. t I. '1 ' ,, . ~ ------------------ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION In re Estate of Robert W. Antis, Deceased Case No. 63-68-344 ELECTION TO TAKE IN KIND I, Helen s. Antis, hereby elect to take in kind any or all distributions made to me in the above captioned estate. I further direct that the value of any such distribution be charged against the value of property to be distributed to me as provided by law. Helen S. Antis August 27, 1970 . J ,y IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS• COURT DIVISION In re Estate of Robert W. Antis, Deceased Case No. 63~68-344 R E C E I P T I, Helen S. Antis, hereby receipt for the following property distributed to me by the above captioned estate: (a) 1966 Cadillac Sedan having an estate carrying value of $3600.00. (b) Cash in the amount of $1000.00 which shall con- stitute my receipt of the family exemption. I agree to return said distributions to the estate in the event it is determined that such distributions were improperly made. Helen s. Antis July 15, 1969 .j In t4t Qtnurt nf <ttnmmnn Jltn.a nf lln.a4ingtnn <ttnunty, ltftnn.aylunnin, ®rp4nn.a' Qtnurt litri.ainn ESTATE OF No. 6)-68-)l~h. Robert W. Antis• In the matter of the: __ F_ir_s_t_an_d_F_in_a_l_ Account of _ _..:;;H:.;;e:..::l:=e;..:.;n:.......;;:S;,.=.~A=n:..;::t-=i:;.;;:s;..__ __ _ Executrix ADJUDICATION AND DECREE And now September &r , 19~, this matter came on for hearing/ audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the bSJI~ce for distribution in the hands of the Accountant is determined to be $ 23i79~!J..4. · 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 distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg.· or an appeal be taken he ref rom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account ________________ _ $~3. 781 .79 Addi tiona.l debit asked at audit 13.75, Balance ____________________ _ Deduct Clerk's Costs & Receipl::i.--------------1¥. 00, Attorney John H. Morgan / Redebit -Item advanced in distribution prior to distribution by the Court, $23,754.54 ~ ;o1 .11/f 7 I .r. -----'JJ (j '/I," " ~~ ~-C),(!_ ' Helen s. Antis, widow, residue, including cash, 25 sha.res Equitable Gas Company common stock at $917.97; 511 shares National Steel Corporation common stock at $22,468.06; 1966 Cadillac Sedan at $3600.00; held in kind and distributed a.s such at the appraised value, credit to be taken by the accountant for items advanced prior to distribution by the Court, 3600,00. $27,354.54 No balance ~--.. r C'~. ~ 0 > z .... :s, ( ~ i ,R .g. p 0 c (I) / it a 3 $0 v-+• §, s. 0 ~ .... -· ... ~ 0 a -g. a· (I) t = .. ~ & ' .. J. ~ l:i ~ . ---~ ~ (• • l 0 U) <t --' CL ~-: ...J ,, "-l --, ' t"'~ -.:*· Q _ .. ::;tlii t' 5: <!.: c~ ~-z 0 0 en --a:-!---w (!/ r· c--..• Lu t !-z ,, ' ·c;._ tO <..l') LW U) :X: VJ ::::> 0 U) 0::: LJJ <t c::> c::: :;--:--.-- r ' '' .. : " J' c . • r · .. . ' Form RCC-33 COMMONWEALTH OF pENNS)'LVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF WASHINGTON IMPORTANT: This return must be completed in detail and filed in duplicate, ·with will attached, with the Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted by the Secretary of Revenue. (Section 703 of _the Inl).eritance_.an!f E.state Tax A,ct of 19!)1.) ~:~~~~::;~f~~:~~~;;A~ .OF :. ·=: }:::::~:R State of .... _PENNSYLVAN.J.:J:\ .............................................. } . ~= county or ALLEGHENY ....................................... . . ....... Eueutor Administrator of the estate of the above-named decedent being duly sworn, depose and say I •i (Month) ........... , 19 .... .§J3. ....... .J testate leaving a last will, copy of which is hereto attached. } (Jiay) (Y•ar) l~MX Decedent· died ....... .J.::~V.l.\B:X ~$. .. . Name and address of attorney or} other authorized representative to. whom all correspondence should be mailed. JOHN H •.... 11:19.~~~, .~$Q. .............. . ............................................................... . :i~~~tm~~~~N~~~~i~·'·r~g~gPORTER .. 1?~1?9! , ............................................... . That as such .... E;~~.9.~:\7E.J:.~ .............. deponent is familiar with the affairs of said estate and the property con- < J•:xt~cu tor-A elm in istrator) 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSiT BOX RENTED IN NAME OR NAMES OF Robert W. Antis Helen S. Antis RELATIONSHIP OF JOINT HOLDERS TODECEDENT Wife That the contents of said, safe deposit box or boxes are itemized under Schedules B, E of this return, with the exception of the following, for the reasons hereinafter set forth: That Sc.hedu/e A attached hereto 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 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 o~ record thereof. It also sets forth in the columns provided therefore the assessed valuation of each o~ 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, ~r 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 da~e -of de~edent'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 agree~ent 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 mortga~es held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment o~ 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 corpgrations, showing the assets and liabilities thereof as of the· date of death. T·he schedule also sets forth the interest of decedent at the time of death in any co-partnership or bu'siness, and in support of the value of such interest there is annexed to said schedule, firianci.al statements sho~ing the a.'ssets and liabilities o.f s'aid cq-partnership or business. A copy of the co-partnership agreement, . (if oral, a statement setting forth the nature of' the agreement) together with a stateme'nt setting torth 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 shoul·d also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the de·cedent 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 ih the case of transfers ofproperty, real or personal, within two years of decedent's death, in conte'!!Platlon 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 co~y of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or ,jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, .by the will,o deed, or other instrument of another, with a copy of the instrtrnent creating su~h power attached to the ~chedule. 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 rlecedent's Will. It also contains a statement showing whic.h of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their 'death, their issue, and the relationship of such issue to the beneficiary. That Schedule E attaclied hereto arid made a part hereof sets forth all property, real and per- sonal, .owned by the de~edent jointly with.another or others, including intangible, standing in the name of the decedent and ~thers; plus the date and place of record of instnrnents effecting the vesti ture 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 a.nd ded1,1ctiops claimed for and on behalflof this decedent's estate, inc.lurling funeral expenses paid;. fapiily exemptio~, where ~pplicab.lef costs of administration of this estate; counsel fee's 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 tirrpaid at time of ~ . death; taxes accrued chargeable for period prior to decedent's death (except. those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ·---'··-"-·~::c~ ...... day of··············~······················ 19 ... kf.... x~J.'~~~iMd.-. ... *.&.: .. 0.f. .!2 ~~-.. J.u~~rs;~i~~~~~!~~~v,..~J~~;~~~ic .?.?. ..... ~g;._~.~~;;~~-~~;b~T ...................................... ~ ............ .. MY ~~~~~E~o3~ ~:;~RES ~.t.~.~-~YY..t.~.~.~ .. '. ...... J?..~~.!?:.?..Y!.Y..~.~.~.~ .......... ! .. ?_?..?._ 2 (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. I i I I I I ., 'Rcc-34 <fs4) COMMON\'(EAL TH 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 hl:'ld by the .de.cedent 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!'lwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together wl th DEPARTMENT a general description of the property, with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title; if a form state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encum~ronces upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space) to be I is ted on Schedule" F" and must not be deducted from this schedule. See Schedule "E" Insert this total opposite "real property", Schedule "A" in the XX XXX "As Reported" column on the last page of this return. I I I I I R_cc-=::;s ' ' CQMMONWEALTH 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". 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 anyundistributed estate of or income from any property held in tr~st under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) 1. 25 shares Equitable Gas Company (common) 3p.7188 $ 917.97/._ vZL-. -:::;;-. =(-~ 2. 511 shares National Steel Corporation (common) 4 ~--9688 22,468.06 3. 4. 5. 6. Cash on person of decedent 1966 Cadillac Sedan Decedent's interest in 1968 Mercury Sedan The Equitable Life Assurance Society of the United States, Certificate No. AC 1672-6004, representing payment under the Retirement Plan of National Steel Corporation to Helen S. Antis, the distributee designated by the decedent under the terms of the Plan, in the amount of $16, 897. 54. ~ J'J{It "1 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. :Jfi 225.00 oJVS P, 3,600.00 t>)(Aj. 1,129.00 X X $28,340.03 .. cmmON'I'EALTH OF PENNSYLVANIA TlUNSFER INHERITANCE TAX ~~SIDENT DECEDENT ------------ ---~~- SCHEDULE "C" TRANS FEllS ( 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)_N __ o ____ __ (2) (3) 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 If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer Not Applicable (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 in possession or enjoyment at or after his death? (Answer yes or no) __ N_o ______ __ (a) Was there any possibility that the property transferred might return to transferer or ~is estate or be subject to his power of disposition? (Answer yes or no)NOt Appl~cable (b) What was the transferee's age at time of decedent's death? Not Applicable (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) ~N~o~------- (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) __ ~N~o~----- (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others Not Applicable (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) _N""'-"o"-------- (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was sub,ject to change, because of a reserverl power to alter, amend, or revoke, or which coHld revert to rlecedent under terms of transfer or by operation of law? (Answer yes or no) __ ~N~o~----- (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) Not Applicable NOTE 1: The answers to these questions should be supporter!. by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on Which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION 1. Executrix has reported but not returned on Schedule B, as Item 6, the proceeds of the Retirement Plan of National Steel Corporation. It is submitted that said proceeds were not transferred for a less than valuable or adequate consideration. Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) None DEPT. VALUATION (Dept. Only) .. " RCC-38 COMMONWEALTH OF PENNSYLVANIA TllA.NSF'ER INHERITANCE T..'tX HESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRVCTIONS: 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-owners to the decedent. Description of Property, Date of Acquisition, Name I Unit Address and Relationship of Co-Owners, and Place ! Value percentage Estate of Record of Instrument, where Rea~ Estate. ! X All of the following property was owned by the decedent jointly with I Helen S. Antis, wife of the decedent, 25 Norton Rd., Finleyville, Pa. 153321 dt(~. 1. House and lot at 25 Norton Rbad, Finleyville, Washington County, Pa., Deed Book Vol. 77 3, page 654, acquire<~ / as entirities property 10/4/50, real property. Tax Assessment Value~ -~~ Aai $5,440.00. ~ ~ulv~~.:J-4.:;,;.~ a_' ~~'I -7)-..... ~ 2. 200 shares McCrory Stores Corp. $ 5.06.5 {common) 3. 16 shares American Manufacturing Company, Inc. {common) 5.37~0 Share Valuation 4. 70 shares Pittsburgh Forgings Company {common) ~ 7. 50( 0 -~ 3.12'0 f 5. 200 shares The Kroger Company {common) 6. 5 shares Blaw-Knox Company {common) 7. 75 shares Equitable Gas Company {common) 8. 22 shares Lone Star Gas Company {common) 8.68"5 :f: ~· .L 6. 71E8 ~ 7.65E~ I 9. 1, 280 shares National Steel L. 3. 96j8-}> Corporation {common) 10. 20 shares Lerner Stores Corp. 9.96J8~l7 {common) I 11. Lerner Stores Corp. 6 1/2% subor-~ 2, 25~0 dinated sinking fund debentures due l 9/1/82, $200.00 face amount 1 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 I Value of Decedent's Interest .. RCC-38 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTR[CTIO!'iS: 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-owners to the decedent. Description of Property, Date of Acquisition, Name l Unit Address and Relationship of Co-Owners, and Place ! Value of Record of Instrument, where Real Estate. ! (Schedule "E" continued) 12. Union National Bank of Pgh. Checking Account; $712.62 X 13. Wilkensburg Federal Savings and Loan Association, Pittsburgh, Pa., Account #1211; $411.79 14. Dollar savings Bank, Pittsburgh, ,r Pa., Account #574735; $6,309.56. 15. Dividend check, American Manufac- turing Company, Inc; $25.00 16. Wilkensburg Federal Savings and Loan Association, Pittsburgh, Pa., Certificate #235; $10,000.00 17. Steel City Savings and Loan Association, Pittsburgh, Pa., 80 shares at $200/sh; $16,000.00. 18. Western Pennsylvania National ~ Bank -Savings Bonds numbers l-6662lr~ I 1-66620, 1-65387, 1-65388, and~·~----- 1-65389 at $1,000 each; $5,000.00~ 19. Miscellaneous lot of furniture and household goods as per appraisal; $1,390. 25. percentage Estate Share 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 None I I I l Value of Decedent's Interest h I Rcc'-37 ·(·12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Helen s. Antis 25 Norton Road - Finleyville, Penna. 15332- .. \ SCHEDULE "D" BENEFICIARIES ... RELATIONSHIP I SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Yes-wifE Yes 5-30-10 Entire - Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Nnt-~nnlicable ' - ··- Will Administration ~ No. Year r.-1 THE ~lATTER OF THE APPRAI':lEMENT OF THE ESTATE OF . .~01:3 :E:R 'I'. .W... . ~'I' :I: $ Deceased Late of. . .. 25 No:J:".t.on .. Road Finleyville County of Washington. Commonwealth of Pennsylvania REPORT AND APPRAISAL (Executor-Administrator must complete "As Reported" column #1.) (') .... 0 til til ...., !):> X !):> 0"' (b trl til .. !):> .. ('!) ...., "'j :::0 .... ('!) ('!) !):> ..., !):> = til ...... til 0 ......, = "'j ('!) !):> ..., ..., ...... 0 til "d ~ ~ .g ~ ~ .. '< C/) c ~ ~ > :::0 ,.......,.......o.J< wen en----. ?"~~· n tJ > : ;: :: -(;!)-(;!)~-(;'.)-(;!)-(;!) •N :oo ,. :w ·~ :o •• •o :w ~ 0:> z > .. •0 til w :::s-~ fD ~,........ . . "" .... o o-• .... 0 8' w ~ ~~~~~~ -~\ .. ~~· ~· ~· ~ \, . .-. ~· ~· 0 ~: L ~~ ~· ~· C::I'O ...,_ <:\ 2. ·' :::s •c:. • r. ·~. c.. ~· \..~l II J ·~ RCC-39 (!5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of ANTIS, (Last Name) ROBERT (First Name) w. (Initial) ., SUMMARY· DATE OF DEATH 1-28-68 REPORT OF INHERITANCE TAX APPRAISER FILE NO. I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington 63-68-344 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: ---~0~5~-~2=.1--'6~9!....__ __ _ 01-2.8-68 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 I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated: ----=0::...5'--.:::2=1'--.:::.69.L..-----REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or VALUE AS REPORTED VALUE AS APPRAISED $ $~--~~~~~~ 28 40 03 2 ,340 03 28,340 03 6 21 99 22 122 04 22,122 04 annuiiies................... $-------+-- ESTATE TAX ASSESSMENTS $ ______ J.__ __ FOR ~SE OF REGISTER ONLY COMPUTATION OF TAX $----------=-~~--~ $ ________ ·~1,~,3~24~3~2 $--------4--- $ _______ -4--- $ ____________ -4---- VALUE AS REAPPRAISED $ ________ -+--- TOTAL TAX $--------------'---- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid . BALANCE Less 5% of tax if paid within 3 months after death BALANCE 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 --------~10-------- $ ______ -J __ $------4--- TOTAL TAX BALANCE $ ------+--- PAID $ ---------l--- FOR USE OF REGISTER ONLY ADJUSTMENTS 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 ROBERT W. ANTIS Deceased Late of . Fil\iLEYVILLE County of . WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL i . . Fonn. RCC-2 M;tv 21·,~ 1969 DATE ......................... :::Y. .............................................................. . _DEPARTMENT OF REVENUE COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY ................... w.~.f?..~!:i-~?.~ ........................... . """• BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 12 7 FILE NO •.................... QJ..~.Q$.~).4.4 ................................ . Whereas, ........................................ Ro.b.~;r.t .... W .•..... Mt..;!,~ ......................................................... late of ............................... F.:.~~~~yy~_;l}:~ ....................................... .. in the County of ........................................ Wa.e.h.ingt.o.n ....................................................... Commonwealth of Pennsylvania, having died on the .......................... 4.$. .... t.n ................................................ day of .... : .... ~ ................. ~<?.!1--~~-Y ......................... 19.?~ ..... seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................... W.~.R.! ..... C..M.n.~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 PERSONALTY: 25 Shares Equitable Gas Company 511 Shares National Steel Corporation Cash on person of decedent 1966 Cadillac Sedan Decedent's interest in 1968 Mercury Sedan 917.97 22,468.06 225.00 3,600.00 28...t340. 03 Total Unit Values $ Appraisement Made for Inheritance Tax Purpooes 28. %.0 03 Having been duly swo.rn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this ...... . ... ~/.~L ......... day of ......... ~-~~~#.#"! ....................................... 7_5"J.. .. ... . .i, ... ~7! .,C:..Z ~&G-<7. ~-.. ~?f~ .. ~~7~::?.~~,, . ~:. I WMB+l'JG.~ON .... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of RO.a.AR'r ... .W.~ ..... AN'r.;i:$ ............................ .. Deceased. Late of ... f..P'J.~XYIJ.P,<: ................................... .. Date of Death, ........... ~.~~.:r.Y. .. ?~ . .t ..... ~.9~.?. ............ .. Appraisenzel!t Docket Vol., ................ J.?. ............................ .. Page, .............. 9'1~~-................. No .......... ~)~§~_).4.4. ..... .. Filed in Register's Office, ........... May .. U-.1 .... 19.6.9 .. Amount of tax due, $ ................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abaut Appraisement, Appeal f1'om Appraisement, Entered and charged, t'" . r 0!••• i 'I i· ~ y '-ll: -· r: n ....... .. ... , li"li) C'n: "I! m1' tl..,~ ._L, .. J ~ ~~ ( I I R.~~f':. ~ ;:~L ~·~:·.\;·\'·;·t~O REGiS~ C~<. OF ~~:f.t!LSi 'WJ..Si~/:~;:jT.Ori CO .•. F',.( .. , ' DEDUCTIONS ALLOWED IN OFFICE OF TME REGISTER OF WILLS STATEMENT OF DEBTS AND DEDUCTIONS G: _7 7 f'.t:l THE SUM OF ............ $ .... /.":1.L .. ~ 7. oF Washington COUNTY AND Regiater of Wilts, Agent ESTATE OF __,R~O=B~E:!..!R~T=--~W:....~•!.........:!A:..!N:!::!..:::TC.:I::.!S:::__ ___ LATE OF 25 Norton Rd., Finleyville, Pa. 15332 ~ 7 ~ .,---c;; January 28, 1968 DATE OF FILING APPRAISEMENT----.:..-".:....· ....;.,r_-....l.G..:-~/'";___DATS: OF DEATH ...:::..;::.::.:.;::::..:::.::~-L-=.::::..L-=~~----- DATE NO. OF NAMii: OF PAYEE Feb. Apr. Feb. Mar. Mar. Mar. Mar. Varic aate~ Admir ' Jan. Jan. VOUCH"'IIt Kennedy Funeral Home 68 Finleyville, Pa. 69 Eckert, Seamans & Cherin 69 J. A. Gilmore 68 Supreme Court 68 G. A. Roqers 68 Orphans Court 68 Orphans Court us Telephone Co., postage, aur ng duplicating charges istr< tion 68 Dr. J. Paul Proudfoot 68 Dr. Malcolm Stevenson COMMONWEALTH OF PENNSYLVANIA COUNTY OF ALLEGHENY 1, Helen S. Antis REMARKS AMOUNT Funeral Expenses Sl 6S8 Attorney's Fees 3.350 APPraisal Fee • I;() Certificate ' 1 Oualifvino Witn~ss I 1 1:\ Short Certificates I n Adv~rt-i~inrr r'n~t-~ 21 Probate Costs I ?I:\ 14 Familv ExemPtion ' 1 f'lf'lf'l .--, Der~dent's lnst illnP~~ 7() Decedent's last illn~~~ h < 56 217 HEREBY CERTIFY, THAT. TO THE BEaT OF MY KNOWLI!:DGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSI!:S OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Robert W • Anti DECEASED, AS DEDUCTIONli F"OR INHERITANCE TAX PURFCSES. c/ x;__2~ J. ~ ~~ SWORN AND SUBSCRIBED I!EFORE ME THIS \/-../.A"-· . DAY 01" -d--r-_,{_-4-t fft~.tf..Nd&,h~--;-.-:.l;::::!.A£-~-N::.~d-(!C:P-.;:-_'8_0}_ _____ _ / ~ d JUDITH A. BEVERIDGE. Notary Public PITISBHi\GH, ALLEGHENY COUNTY, PA. MY COMMISSION EXPIRES OCTOBER 3, IS70 (L. 5.) ?q 00 nn 00 nn 00 so I;() 70 f'lf'l ()() ()() 99 ' I I - -.-~ t I i \ v Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 9487 4'7 OFFICIAL RECEIPT No. ·Transfer Inheritance and Estate Tax File No 63-68-344 Date A:Qril 26~ 1968 l\'ASHINGTON t Office REGISTER OF WILLS. Pa. \;ASHINGTON County, ss: Received from Helen s. Antis (Executor, A..l:\lmim~I.i~iili of the estate of RQR~Rl tv. A)!~ IS who died Jan.uary 28 19 68 , the sum of ONB THOUSAND ONE HU~lJ>tmD and no/100 --Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on$ 5% $ Date Valuation $ Tax on$ 10% $ $ Tax on$ On Account 6" X2o/J $ 1,157.89 Total $ Tax on$ 15% $ Personal Property Exemptions * $ Date Valuation Total Estate $ $ $ Total Tax $ Total $ Less Tax Previously Paid (if any) $ Total Gross Assets $ Balance $ Less Debts and Expenses of Less five per centum of tax if paid 57.89 Administration $ within 3 months after date of death $ Clear Value of Estate $ INCOMPlETE Amount of Estate Tax Assessed under Valuation of Life Estates or Annuities the Act of May 7, 1927. $ Date 19 __ $ Add interest at the rate of %' 19 __ $ from Estate Tax Assessments to $ Date 19 __ $ 1,100.00 Total $ 19 __ $ * As evidenced by Charitable 'Exemption Certificates issued by the Secretary of . NOTE: In accepting the transfer ~nher!tance tax on future estates prior to the death of Revenue under Act of May 28, 1956, P. L. 1757, effective June 1, 1957, as =ended the hfe tenant· or tenant lor years, as evidenced by this receipt, it is understood that the Com-by Act No. 381, approved July 11, 1957, and Act No. 207,' 1961, Section 302. monwealth shall not be. precluded or prevented from hereafter assessing additional inheritance tax at the death of the hfe tenant or tenant for years whenever it appears that such additional 1/-&EAL . " tax may be legally due and collectible for any reason whatsoever. 11000 [JJ[LO ©£ IYCE ;/ ... ./ /.;? -;;~ ,, ,,. . . . 37-97-8 if / ~~ ,._ ' ··-< .. ~.,;;............... . ~·<·' ~-• ;....,... J,..;« --r:--( ) , . . ·- NOTE: This 'triplicate Receipt to be retained by the Register of Wills cmd filed in numerical Register of Wills sequence for audit purposes. MOORE BUSINESS FORMS, INC., ELMIRA, H. y, --------------------- FORM RCC-4-Rl TBANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 37 Page 97 I ine 8 Estate O•Lf ~R~O~B=E=R_,_T--'W"'-'."---"'A=N=T=I=S __ OmCE OF REGISTER OF WILLS · llASHl~'GTON, ---------------------------R1 Date. ___ A_,_p_r_I..·l_2_6-=-'--I9~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201. ACT APRIL 9. 1929, P. L. 343 AS AMENDED BY ACT MAY 15. 1945. P. L. 528 RUSSELL MARINO Register of Wills I201 (g). Act of April 9. I929, P. L. 343, as amended, viz:-"To receive from Registers of Wills all duplicate ~eceipts for taxes paid to them by executors or adminis-trators and to· charge the Registers receiving the money with the amount receipted for. The original of each such receipt shall be signed and sealed by the Register of Wills and transmitted to the executor or administrator, whereupon it shall be a proper voucher in the settlement of the estate. In no event shall the executor or adminis-trator be entitled to a credit in his account by the Register unless the receipt is so signed and sealed by the Register of Wills." Fill in below name and address of person to whom tax receipt is delivered: I To ATTY. JOHN H. l·!OfiGAN ------------------------------------------SIXTH & GRANT STREET L PlTTSBnRt1H, P'RNNSYLVANIA 15219 _j