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OC1968-0375 - ESTATE OF MAJOR
PETITION SUR AUDIT Testate Form V IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of ... ~X .. MM.QR ...................................................... . No ... ~?.~-~-~:L~~~~------------------------------------------ Fiduciary ......... J9h!J. .. M.;~.jQJ.: .................................... . Deceased ~~~ ~~~ Decedent's death .... f.~ln::\.H!-I:Y. .. J:R ...... J:~.Q-~---·····-------------------Grant of Letters ..... M~9h .. 11.L .. h~.E?-~--------------------------------- This is the .... .F:i.:r.s.t. .. a.nct. .. f1ll9.l ......................................... account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ... N.one ........................ . Election to take Date Election Place of; Under or~will. (cross out one) Filed ... ..December .. 9.,. .. 1968Record Wi:t.h ... tb..:i .. .s .. P.e:t.i.tion Name of surviving spouse ... .J.~hr!: .. M~i~~-------------------------------------------------------~----------------------------------------------------------------· List issue, where material: . r T \ Did decedent marry after execution of will? (indicate) Yes.~ Any children born after execution of will? (indicate) Yes. Jt:mr If answer yes, name them ................................................ --------------------------------------------------------------------------------· l • ------------------------------·----------------·---------------·----------------------------·------·------------------------------------·--------------------------··--------------------- Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris John Major Husband l/5th Andrew K. Major Son l/5th / Albert Major Son l/5th Alice Major Hoffman Daughter l/5th T Jacqueline Major Zehel Daughter l/5th List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: None If partial intestacy, give facts: None 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. :UX If any exception give cause: ... ,.~----··"·-·-..-. ... _.._.,_, ____ ,., __________ _ File copy of Notice and date of mailing ...... N9.v.e.mb.~.:r. .. 2a •... l9.68 ................................. · ............................................................................... . Is estate subject to the filing of a Federal Estate Tax Return? ....... No ........................................................................... . Actual payment mode on Pennsylvania Transfer Inheritance Tax. Amount $ .. Q.9.::> .•. S.a ............................................. . If the Will makes any portion of estate subject to a life-estate, give nome and birth date of life tenant .. NQne ........... . Giv~ Names and addresses of all unpaid creditors who ore legally entitled to notice, together with the amounts of such claims; state whether they ore admitted to be correct; and whether the claim is denied. None Give reference to such ports of the will as require interpretation by the Court; a reference to all questions re- ~uiring odj,udicotion, 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: s.a ... aJ.zAaz .... --············· None Total ~dditional debi~s (Add) $ ...................................• Itemize any additional credits not shown by account: Ru~sell Marino, Filing Account $16.00 California Borough Sanitary Authority - Sewer bill $ 8.10 Total additional credits (Subtract) $ ..... a4 •. 1Q .................... . Balance for distribution ' $.8.,.a9.3. •. a7. .................. . If balance for distribution is not in cosh, list each item held in kind, giving appraised Value (or distribution Value); Cash ....._ -.-.. / If Family Exemption claimed by Petition, give place of Record: ........ ----··········--··--··-·-··------·--·--········-·······-······--·--·-·--·-· If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ............................................... . List any advancement or distribution on account that has been made, and nature and amount of same: $1,000.00 family exemption distributed to John Major. 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: •"":' John Major Husband l/5th Andrew K. Major Son l/5th Albert Major Son l/5th Alice Major Hoffman Daughter l/5th Jacqueline Major 'Zehel Daughter l/5th COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly _____ .~::U~------------doth depose and say that the facts set forth in the foregoing petition are true to the best of.. .. ~----··-·--------knowledge and belief. And your petitioner will ever pray, etc. ---------------~------------------'0 ond subscdbed befo,e ~ 411 ::n::::~}~;;:::y_ ~~:-:·::~~it~::~ ·f ~.f: __ :'c_ ----------~------------------------ T-·tl f Off" PH';_':.Lli11 : SHRO~ER, Notary Public~--·················-·--······-··-·····-·-···-···-··--------------------------------------1 e o 1cer.............. .ota,.l'./as~~~~'!t~"--Gtl~;-Pa;················· My Commission Expires Office ex pi res ................... ~~~~!.-~~~--~~-~~---······················· ....................................................................................................................................... ·····~· No. ~7.!L.9i .. J~JHL .................................. . Estate of ... Ma\BY.~M.AJQB. ••• "······························ Dec~ased Fiduciary ...... .J.QJJJ~L~.Q..R ............................... . ........................................................................................................... 1.. ..................................... . PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduc.iary 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 proecipes 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 I iens in case any of the funds for distribution are from judicial sole 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. PA.TRONO, CEISf.ER AND EDW~S. ' ~ ' ........... \\~.! !::. ....•.............. 7 .... , ................ . J o-~-;w:=Edwards, Jr. , Attorney . ~2 ST''.'' .. ')"··· .. · ::1 l." .... ; ; -, . ~·.):.' .. ro c-I') -.. '-":J ( /_: .... , ' '. ~ S I";L 0\'!'' '" ;;:o : £ 0 WILJ;, [Double Sheet] Putli>be~ by The Pbokenboro Co., W!liiam•pon Z, I' a. lSr it l\rmrmbrrrb That I, V.axy Major • of California in the County of Hashington and State of Pennsylvania, being of $Ound mind, memory and understanding, and considering the uncertainty of life, do hereby make" publish and declare this my last 'Cl!ltl[ and Uestament, hereby revoking and making void any and all former Wills by me at qny time heretofore made. FIRST: I direct that all my just debts and funeral expenses be paid by my &ecut or hereinafter named, as soon after my decease as may be convenient. SECOND: I give, devise and bequeath to Icy' htt.">ba.nd John Hajor of California, Pa. to t::tV children ; An:i%'6'11 H:l.jor, Albert Ha.jDr, Alice Hajor and Jacqueline ~jor all of my properly (Both personal ar.d real estate) to be equa~ divided be~reen them, '"'7. "'"•· .. l ... ' ....... ·~· - AND LASTLY.-/ do make, constitute ·aild a,opoiizt John }!ajor to be E<ecut or of this my last Will and Testament. 11 n 'W.Il ttncso lltllbcrcof, I have hereunto subscribed my 1;ame, and affixed my seal, ~he · day o•' in the year one thou.,sand nme 2Sth 'J :April hundred and Fifty-Four th~-.. ~~;~~~-~; .. above named, as and for . her last Will mzd Testament, in the Sig1zcd,l:::;~;:;~:;~lz.~~---~~-~~--~~~la ... ~e.·~---~~ 1.., presence of us, who· have at berrcquest, , subscribed our 11ames in berprcseHcc, and 1 in the presence of each other, as witnesses / II /i J/"2/:.~.·····•· :L .. :;, ·,~>'·:.~'::h .............. ~ ~ ,, h r, 0. / / . . J,: ~~/~ r fV))1·t.!. . ./{~C-<.<· . -~~)./-;-(7'-/· .c .... ,II ~ C~/ v · ~d. ........... /~C!c£~.;f.:::'c.:!'?.t_, .............. . r/ / ;, . . . a:tnb-tttl Slllt.\ .:10 ~::11sm::m O:JIUVvJ ll3S~nu '· 01 ..... r I -r I -•• J r . ··-~ 63-68-375 l\ffi~auit ®f 1.Exrrutnr ®r l\~ministratnr @ltat.r nf Jruuuyluauia, t !i!i: C!1nuuty nf Jlllau~iugtnu \ Personally before me, the undersigned authority, a ......... ~~.!~?::Y. ..... E~~.!.~S ............................ in and for said County and State, appeared ................ : .......... J..Qh.n .... M~JQ! ........................................................................... who, being duly sworn according to law, deposes and says that he is the executor lO"C~~Jcof the estate of ................................. MAR¥..: .. f1AJ..O.R ......................................................... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ............. .MA.RY .... MAJOR ........................... , deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor Administrator. Sworn and subscribed before me this ... ~ . .f?........ l rrlfid . day "of .......... :. ~9.li ... ~............. 19 .... 2.~.. . .X ..... ···· ................. :::::t:Efe~~~t;~t~;····:.: .. : .. ........ ... ~ . . ... ........................................ :~r-Admini '· · , ADDITIONAL INSTRUCTIONS 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 Tax Return. .... REFERENCE FOR ADDITIONAL COPY Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2 1Jun.rutnry auil -"pprat.a.rm.rut of the goods· and chattels, rights and credits which MARY MAJOR Borough or Calirornia were of ..................................................................................................... Jate of ..................................................................................................... . Washington County, Pa., taken and made in conformity with the above affidavit. DOLLARS CENTS -·' ALL that certain tract or land situate at 87 Third Street, 12,000.00 calirornia, Pennsylvania being more particularly bounded and described as rollows: KNOWN on the orginial Plan or said Borough as part or lots Nos. 131 ·and 132, the same rronting on Third Street 50 reet and extending back southwardly of even width a distance or 75 reet to lot rormerly owned by J. w. King. The said lot is bounded on the North by Third Street; on the East by Ash Street; on the South by lot now or rormerl1 or J. w. King; on the west by an alley. Upon the said qescribed lot or ground is erected a two story rrame dwelling house. BEING the same lot of ground th~t.was conveyed to the said Charles Timko by Deed or John Major and·. Mary Major, his wire, dated November 28, 1928 and or record in the Recorde~'s Ofrice at Washington, Pennsylvania, in Deed Book 551, Page 506. / · .. ~ -~ t \ -~ \0 ~ ~- ~\ ~ :-"\ .. ,.. ' r ' 1 ,.....-\ 'J) 1>-l . • I ....... _ .. -._ t:.-: (,. ') ' . -~ .... -'. ·c..,~ SlliM .:10 H3J Sl;)3~ o~ll~v~~ -n3ssn~ 5 (~ . G I'' ( 'f'· ,. t .... -.... ~ L: ~' 1 OJ l I I ~-i .. ~ -"' l i:S: l:S: "' !Ill ;:3 !Ill i"l "' <:l <: "' i"l 1'<1 ;:3 :o .... i::s: ~ c lp' "'t ~ !Ill ::r:: <.s:: il'\) ic..... tr:: ~ ~ r :o tr:: ;:3 i"l ~ 0' ~ Cl:l ~ ~ \..U ;: I "'0-0' "'0-~ iS CD <;;· I "' \..U a ~ -.J ~ "' \.rl ;:3 ... ...... <.0 10' i(l) . t '- STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The wi~hin named Accountant being duly sworn according to law1 depose and say that the above account as stated is true and correct as .... -----~~-----------------------------verily believe. Sworn and subscribed before me this .... ~--~-t_~--------- day of __________ Q~."!:.~-~~-~--------------------------19 .... ?.~---- PHYLLIS l. SHROYER, Notary ub}ic California, Washington Co., Pa. My Commission Expires January 29, 1971 Wa,shington County, ss: •' --~j~~F---------- I do certify that I have given le9al' notice to all persons concerned of the filing of the within account in the manner prescribed by Sta·~ute and Rule of Court1 as?enced by proofs thereof filed to No ... /t?..f.t; .. /.f4 _________ , Witness my hand and official ·seal this .. ~----------------- day of ... 7f'~--------------------------------19~/ -------~~~-R~9ilt; of Wills <' ' t. ! •. 3 - ~·~"J r:. ~:'"'). 4 (~--f) .__ ~"n '-• • ·---;---1 i j .. --- ... ' , -. ~ • .. " The Court is respectfully requested to de't'ermine proper distribution in this estate. 'V\.~J"-' '~ for Accountan' ' ' FIRST .AND FINAL ACCOUNT OF JOHN MAJOR, EXECUTOR OF THE ESTATE OF MARY MAJOR, DECEASED. * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * To Amount of Inventory and Appraisment filed Cas adjusted by Pa. Inheritance Tax Dept.) .Appraised value of real estate Sale price of real estate Gain or Loss To Credits Claimed by Accountant $14,000.00 13.000.00 $ 1,000.00 Balance for Distribution $ 14,000.00 l ooo.oo $ 13,000.00 4,682.03 $ 8,317.97 July 16 June 2 3 June 2 3 Oct. 18 Oct. 18 Oct. 18 Oct. 18 ------------- The Account Claims Credits as follows: John Major, money advanced for following: Register of Wills Register of Wills Probate and grant of letters Filing Inventory and Appraisement Joseph Sitte Notary fee Washington Co. Reports Advertising grant of letters Valley Independent Advertising grant of letters John E. Costello On account of atty's fees D'Altorio Funeral Funeral expenses Home D' Altorio Funeral Home Centerville Medical Group Ambulance service Medical care Brownsville Hospital Hospital care Quinet Monument Co. Grave marker Father McCaffrey Funeral services Russell Marino Payment on inheritance tax .. ' $ 35.00 "' 3.00 5.oo· 12.50 10.50 . 360.00 ~ 1087.00 2 5. 00 ' 5.30 . 300.00 25.00 565.82 * * * * * * * * * * * * * * * * *" * * * * * * * * * * * * * * * * John D. Woodward, Recorder Robert Huffman John Major John Costello Patrone, Ceisler & Edwards John Major 1% Pa. Realty Transfer Tax Seller's l/2 share of 1968 County, School and Borough Taxes. Spouse's family allowance Balance of atty's fees Attorney's fees Executor's commission Total 130.00 102.91 1000.00 130. 00 170.00 650.00 $ 4,682.03 Washington County Reports ~5DUC!lHC.li.M<Il'I1CSXRJ£U W ashiogton, 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 t 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, publiShed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in t'his 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: that the affiant or t in the subject mat this affidavit as t t ....... ~.~.!.~.~ .... ?.! .. L .. ?.~.L}.~?~ ........................... . ....... ~P!.:P .. A.~. ... X~.~.~ ........................................... . 4th. April 8 ~~::.:~~;~ Wusilfnoton, Washingtou co. Pa. My Commission Expires' ~lovember 1, 1969 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 rhem for settlement to the Executors or Admin- istrators or their Attorneys . • • • • • • • • • • • • • • • • • MAJOR. MARY, Dec'd. Late of California, Washington Coun-ty, Penna. ExP;ruto:: John Major, 87 Third St. Ca!Jforn1a, Pa. ' ~ttorney: John E. Costello, 418 Wash- mgton Ave., Charleroi, Pa. Proof of Publication of Notice in The Valley lnde'pendent Under Act No. 587, Approved May 16, 1929, P. L. 1784, as 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, Secretory of Mon Volley 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 Westmoreland counties, Pennsylvania, and elsewhere, published in the City of Monessen, Westmoreland County, Pennsylvania, that it was established June 28, 1902, since which date The Valley Independent has been regularly issued in said county, and that a copy of the printed notice or publication is attached hereto exactly as the same was printed and published in the regular editions and issues of The Valley Independent on the following dates, March 18, 1968 March 25 and April 1, 1968 Affiant further deposes and says that he is General Manager of The Valley Independent, a dolly 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. ' ., 2 ~ ·~· ./_ { .~' COPY of NOTICE Letters testamentary on the estate of ; Mary Major late of California, Washing; ton County, deceased, having been grat• ed bY the Resister of Wills, Washington County, notice is hereby given .to all per-sons indebted to said estate to make Immediate payment, and to those hav· ' ing claims against the same to present them without delay to John Ma ior, exec· I utor, 87 Third St., California, Pa., John E. Costello, Esq., attorney, 418 Wash· , lnston Ave., Charlenol, Pa. 1 3; 18,25,4;1 ·~--. --------- Sworn to and subscribed My commission expires CHA .. LLlNotaf-y'tPi.iblict~ry Put .. Monc>.~en, We·;t•Horc.anu Go., Pa. My Commis,ion Expires JO\nlle.r~ 71 1971 STATEMENT OF ADVERTISING COSTS: John E. Costello, Attorney at Law 418 Washington Avenue Charleroi, Pa. 15022 TO MON VALLEY NEWSPAPERS, INC., DR. For publishing the notice or advertisement attached hereto in The Valley Independent on above stated dates .................. $ 10.00 Notary ....... : ................................................................ $ • 50 Total .......................................................................... $ 10. 50 PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Man Valley Newspapers, Inc., publisher of The Valley Independent, a daily newspaper of general circulation, hereby acknowledges receipt of the aforesaid advertising and publication costs and certi- fies that the same have been duly paid. MON VALLEY NEWSPAPERS, INC. By lJn tqr l@rpqana· W:nurt nf lfaaqingtnn C!Inunty In the matter of the Audit of Account in Estate of MARY MAJOR No. 375 __ ___..:OI.L.L... ____ , 19__ll8_, ~ TO THE AUDITING JUDGE: Enter ____ ~o~u~r~ ___________ appearance for· __ --~t~hue~A~·~c~c~o~u~n~t~aun~tk-__________________________________ _ 9th day of December 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. ,19~ / C..t·j f • . . -· "; ...-. No. 375 , o , 19_~, ~ In re Audit of Account in Estate of MARY. MAJOR AUDIT Jrarripr fnr i\ppraraurr FOR ----------~.Acc_o_un__tan:t_ ____ - PATRONO, CEISLER AND EDWARDS By ~~J, ~i(Jln w. Edwards; Jr.r,-Attorney --· John E. Co~~}-o, Attorney _ ... ~· • "!' PETITION SUR AUDIT Testate Form ~ IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of ... MARY. .. ~MQfL .................................................... . No ... ~7.!? ... ~f..J~~~---······································· Fiduciary ......... ~~h~--~~~!; .................................... . Deceased ~~~ ~~~ Decedent's death ... .F..~bT.UaT.Y. .. l~ .... J.~~~---························Grant of Letters ..... ~Qh .. U..a. .. l~.Q~---······························ This is the .... J'.S..:r.e.t. •• atld. . .F.1M:l. .......................................... account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ... None ........................ . Election to take Date Election Place of; Under or~will. (cross out one) Filed .... .December .. 9+··1968Record W~~h .. .tb.i~ .. P.e.t.U.ion '. Name of surviving spouse ... .:J:9.,.\:m .. ~~-9.~-:-············.··o···················.···.···-:·········: ......................................... , ....................... . List issue, where material: ' ' '' Did decede~t mady a'ft~r execution of will? (indicate) Yes.~ Any children born after execution of will? (indicate) Yes. W If answer yes, name them ............. · .......................................................................... · ............................. · ............ . ..................................................................................................................................................................................................................................................................................................................................... ----------------------· Legatees Relationship Interest Fiduciary, if deceased or not sui juris John Major Husband l/5th Andrew K. Major Son l/5th Albert Major Son l/5th Alice Major Hoffman Daughter l/5th Jacqueline Major Zehel Daughter l/5th ,. List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: None If partial intestacy, give facts: None 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: ... ::.c.·.=·-:::~.-, . .-,· .. .-~.!:,, ....... ::.• ........ . File copy of Notice and date of mailing ......... N9X~J!.IJ?~x ... ?..G .•.. J.~.9.S ............................................................................................................. . Is estate subject to the filing of a Fe~eral Estate Tax Return? ...... .No. ........................................................................... . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $.~(:i~A~;L ............................................ . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant . .tf9.n.e ...........•• 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 odclitioq<;~l. d.~b!ts not shown. by QCcount: ; . '~ ~ ...... ! $.~ .•. ~J.7.t.~;7. ................. _. None /.' ··t. t !_, ~ • ... Total pdditional debits (Add) $ ..... __________________ ............ _. ltemi~e any additional credits not shown by account: Ru~sell Marino, Filing Account $16.00 California Borough Sanitary Authority • Sewer bill $ 8.10 ·.·!·'! Total additional· credits (Subtract) .. · . $ .. c .• ?.1:.!J.(L .... ,.,.~ ........... . Balanc_e 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: ........ -------------------~------------------------------------------------------- If Family Exemption is claimed at audit, give name, relationship and basis for Claim:·----------------------------------------------- List any advancement or distribution on account that has been made, and nature and amount of same: $1.000.00 family exemption distributed to John Major. 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: .... -· "74 <. John Major Husband ~drew K. Major ~on Albert Major Son Alic.e Major Hoffman Daughter Jacqueline A~or Zehel Daughter 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.. ______________________________ knowledge and belief. ------------------------------------------------to and subscribed before me this ................ day of·-------------------------------------19 ....... . Signature of Officer_. ___ ..... ___________________ ---------------------.------ Title of Officer ............ ---------------------------------------------------- Office expires--------------------------···············--·-·-··················· l/5th l/5th l/5th 1/5th l/5th And your petitioner will ever pray, etc. ............................................................................. , ......................................................... !'. t·· No. -~-?.!? •.• Q:f.. •• l~P.~L ................................ . Estate of ... .MARY .. MAJ.OR ................................. . Deceased Fiduciary .... Jllli.N • .MA.J.QR ......•.•......................... 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. 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. P .ATRONO, CEI SLER .AND EDWARDS ·······;;;;;;;;~~~·-·;.:tt~;;;~;;··· Sl·::·· •· i ?'t:·~:'J c.::~,:: "lt:;..;::I~J ro ~ £ t.'J ~= t:·ol" c:r G/ ~ .· -I I · ' • > I ~ 3Jn t4r ®rp4ttn!i' ainurt nf lltts4ingtnn <tTnunty 63-68-375 ESTATE OF No ............... Of 19 ............ , A.A. ---~~:r:.Y..~~j-~:r:L ______________________ ····················· In the matter of the .. !.)E~.L<?:~g _ _rt_l);'?:~ .......... . Deceased. Account of ... :T.<?.~_L?. __ !'y1_~j_?_E; ... ~~§.S!.l-!t.?£ ......... . ADJUDICATION AND DECREE And noW------~-<:J:~~-~~Y----·-······-··----------------((l. .... , 19.§_~--, this matter came on for hearing, audit and distribution at this session and testim/ny' taken; and thereupon, upon due consideration there~f the balance for distribution in the hands of the Accountant is determined to be $.8_, ___ 83_._87 _______________________________________ 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 wi1th the schedule of distribution hereto attached and made a part hereof, unle'ss exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. Balance per account .... ---------------------·------------------------------·························· Additional credit asked at audit 24.10 Balance ...................................................................................................... . $?.1.~-~-?.:.§.7 ... Deduct Clerk's Costs & Receipts ............................................................... . 25.00 Attorney ........... J.Qhn...E ..... C.Q~t~llQ .. 0n..d_J.Qhn .. E.dw0r.ds. __________________ _ $8,268.87 John Major, husband, 1/5 residue, 1653.78 Andrew K. Major, son, 1/5 residue, 1653.78 Albert Major, son, 1/5 residue, 1653.77 Alice Major Hoffman, daughter, 1/5 residue, 1653.77 Jacqueline Major Zehel, daughter, 1/5 rt:;sidue, 1653.77 No balance 0 ...... m ~ (/1 (j 0' ..... <1> ......... = 0 ...... (f) 0' 0_...1 ::::-:1 ~~~ ~· ~ ._:_c:_, ~ +-+ ~· ~ _.1 -.... 0 , .. t-;~ = ~ = {.~ ~ ~~ 0' aJ ~ ~ ~ ~ 0 n n 0 c :J ..... 0 ...... ~....;. i ...,, ::0 _,; w a vJ :J z ..... !=> :J <1> 3 0 ·' -T @' .... 0 0 ...... ...... ..... :J <1> :-o ~ )> >- ... ~ -· I ' • ,---. '-- IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ESTATE OF MARY MAJOR DECEASED I~· JOHN Major, do hereby elect to take under the Will of my wife, Mary Major, Deceased. / ~-.. - IN RE: IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF HARY MAJOR, NO. 63-68-375 DECEASED. RECEIPT AND RELEASE I, ALBERT MAJOR, son of ~ry Major, Deceased, do hereby acknowledge to have received the sum of $1,653.77 in payment of my distributive share, from John Major, Executor of the Estate of Mary Major, Deceased, in accordance with the Adjudication and Decree of the Orphans' Court of Washington County, Pennsylvania, dated January 10, 1969; and having received payment thereof, I do hereby release the said John Major, Executor of the said Estate of Mary Major, Deceased, and John 1-1ajor, iEdividually, from any claim or claim'§;.. that I might have against the said John Major, Executor as aforesaid, and John Major, individually. IN WITNESS WHEREOF, I hereunto set my hand and seal this day of ___ J;_4_AJ_. __ ' 1969. / .-- -:_ ·:. '' ' I 'I li IN RE: IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS 1 COURT DIVISION ESTATE OF MARY MAJOR, NO. 63-68-375 DECEASED. RECEIPT AND RELEASE y~ y J)~J ,~~ V""\ ~'fc-!V' I, ALICE MAJOR HOFFMAN, daughter of Mary Ma~eceased, do hereby acknowledge to have received the sum of $1,653.77Ain payment of myt~~ distributive share, from John Major, Executor of the Estate of Mary Major, Deceased, in accordance with the Adjudication and Decree of the Orphans 1 Court of Washington County, Pennsylvania, dated January 10, 1969; and having received payment thereof, I do hereby release the said John Major, Executor of the said Estate of Mary Major, Deceased, and John Major, individually, from any claim or claims that I might have against the said John Major, Executor as aforesaid, and John Major, individually. day of IN WITNESS WHEREOF, ~· '1969. J hereunto set my hand and seal this /.f I co ! _<"!',. •• I \' -- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF MARY MAJOR, DECEASED. NO. 63-68-375 RECEIPT AND RELEASE I, JACQUELINE MAJOR ZEHEL, daughter of Mary Major, Deceased, do hereby acknowledge to have~ received the sum of $1,653.77 in payment of my distributive share, from John Major, Executor of the Estate of Mary Major, Deceased, {n accordance with the Adjudication and Decree of the Orphans 1 Court of Washington County, Pennsylvania, dated January 10, 1969; and having received payment thereof, I do her.eby release the said John Major, ·Executor of the said Estate of Mary Major, Deceased, and John Major, individually, from any claim or claims that I might have against the said John Major, Executor as aforesaid, and John Major, indi~idually. IN WITNESS \/HEREOF, day of ______!:::__ , 1969. . . :r~ lu __J/., ""'--- . . , JEAN WILSON, Notary Public M' . .. P~rt.age County, Ohio · Y Comm ss1on EJrpir,,s Dec. lG, ftl~}.. . , I hereunto set my hand and seal this ~/ ' .. . ' ) ' !, . . ~"· IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS 1 COURT DIVISION IN RE: ESTATE OF MARY MAJOR, DECEASED NO. 63-68-375 RECEIPT AND RELEASE I, ANDREW K. MAJOR, son of Mary Major, Deceased, do hereby acknowledge to have received the sum of $1,653.78 in payment of my distributiv share, from John Major, Executor of the Estate of Mary Major, Deceased, in acoordance with the Adjudication and Decree of the Orphans 1 Court of Washington County, Pennsylvania, dated January 10, 1969; and having received payment thereof, I do hereby release the said John Major, Executor of the said Estate of Mary Major, Deceased, and John Major, individually, from any claim or claims that I might have against the said John Major, Executor as aforesaid, and John Major, individually. IN WITNESS WHEREOF, I hereunto set my hand and seal this ,2.,3,/U::t-. ' 1969. ~11-/n Andrew K. Major ~ (SEAL) ;(6<4) fJc-a,v ~ GUT,,,." •• ..... PubliC lOIS J::,~l ".:.... . ' . ' TRUMBULL CG~;n "{ . M CommiSion Expires May 10. 1972. Y. ' ,-f' / r -·· C.:) ,..., ..... / .. \ ~~td~:-nr# PENNSYLVANIA ~~~ ._Form R(::C-33 COMM:ONWEALJH OF 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 t}l!'! Inheritancean!f.Est;ate o:rax ;\ct of 1961.) ........................ ~;:~~;~. ~~--THE~EST~~E. ~.~ .............................. }::;:;~: OF (State full name of decedent) Late or .... C~.l.;i.t.ornia .. Box:oug:P, ,washingtoonty ~ JOHN MAJOR ::.: .. ~::::~~~~~ :-=~--~-=~=} "' . . ..... ..... .. .. .. ... ....... . .... ......... .... ...... ..... .. ......................... ~.~!>:.~ .... :Maj <:>.!...... ....... ......... ...... ...... . ............. . ....... ........ .... ... Executor of the estate of the above-named decedent being duly sworn, depose S and sayS Decedent ·died ......... .f.~P!l1~!Y (Month) ..... ~.?.1;1:?: .. ! ... ) ....... , 19 .... 9..~ ....... ,F testate leaving a last will, copy of which is hereto attached. } (llay) (Y..,..r) 899E~ Name and address of attorney or} other authorized representative to. whom all correspondence shO'ui·d be mailed. ............. JohA ... E~ ... Cos.te.llo., .J~sq.............. ............................. . . ... . ... . 418 Washii1g1;()n AY..~· L Charle!c.>~, Pa. That as such Executor deponent is familiar with the affairs of said estate and the property con- ( Ext~cu tor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of· the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION iN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX NONE THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules ______ of this return, with the exception of the following, for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth 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 of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the 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 agree~ent they are designated as tax free, of the United States, or any state, or political subdivision thereo~ 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, leftbydecedent, together with the fairly estimated market value thereof; .all bonds and mortga.e: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 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 ~he date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market v a~ue 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 hereoflsets forth.a true· answer to-each ·inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession1or erijoynient at or after death, said schedule sets forth the nature and value of such property, to whom transferr.ed, the relationship of the transferees to the decedent, the proportionate share received by each' tr~n~f~ree 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 per~?n.~~'-~ith 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 ind~vidually or joiJ?-tly, l;Y t~e '!ill, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. .. • • . j " l..: J 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-na:ture of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death· of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Schedule E attached hereto _and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another or oth~rs, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments 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 ~~d. in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and lmpaid at time of ~ . death; taxes accrued charge.able 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 ........ ~ ............ .. /\._~?m_ . Jo Major ·················· .. ······························································ ................................................ . ( E:rect£tor-Administrator) ....... ~?.. .... !.~-~-!.9.: .... ?.~-~-~-~-t ........................................................ .. (Street Number) ................ ; ........................................ day of ~~:.;:.c::.l:l. ......... : ............................ 19 .. 9..~---··· ""' ::;;':,:~,; . . . - MY COMMISSION ~~~~R IVASfiP~GiON COUNTY • 1,. _ · ,ES JANUARY 7, 1971 ..... -~J.i..:f_g_;p;~-~-~., ...... P..e.nn.l?.Y..l.Y..~P..:.t..~ ..................... . (City M 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 (l-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE B-UREAU 'oF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX ~ESIDEN•T DECEDENT SCHEDULE "A" -REAL PROPERTY *' • ' Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the 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 Cammo(lwealth of Pennsylvania should be described by lot and block number, street and street number, together wl th a general description of the property, with a reference to the record of the conveyance by which the decedent took title; if a farm state number of a- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, acciued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted from this schedule. ALL that certain tract o:f land situate at 87 Third Street, cali:fornia, Pennsylvania being more particularly bounded and described as :follows: Known on the orginial Plan o:f said Borough as part o:f lots Nos. 131 and 132, the same :fronting on Third Street 50 :feet and extending back southwardly o:f even width a distance o:f 75 :feet to lot :formerly owne by J. w. King. The said lot is bounded on the North by Third Street; on. the East by Ash Street; on the South by lot now or :former~y o:f J. w. King; on the West by an alley. Upon the said described lot o:f ground is erected a two story :frame dwelling house. BElNG the same lot o:f ground that was conveyed to the said Charles Timko by Deed o:f John Major and Mary Major, his wi:fe, dated November 28, 1928 and o:f record in the Recorder's O:f:fice at Washington, Pennsylvania, in Deed Book 551, Page 506. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the las_t page of this return. (2) ESTIMATED MARKET VALUE $l.a,ooo.oo /t:/ do a. ao / (3\ D~PARTMENT VALUATION CAUTION (Do not write In this spoca) I -j COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX R~SIDENT 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 nroperty, 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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION NO• List and describe fully VALUE MARKET VALUE (Do not write in this space) NONE Insert this total opposite "Personal Property", Schedule "B" in X X the "As Reported" column on the last page of this return. RCC-36 CO\Dl.O:\'Ii7 \LTH OF PF~N~YL\iANIA T\Ui\~FFR INHElUTANCE TAX \ rmsrnE\"J nF:CFDENT SCHEDULE "C" T ll_\~ S FEltS (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..:.0=---- (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 in possession or enjoyment at or after his death? (Answer yes or no) NO (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 ye~.Q.r no) NO (b) What was the transferee's age at time of decedent's death? ____ u __ (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() (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others ______________________________________________________________________ __ (7) Did decedent in his lLfetime 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) 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 ;;tffirmative, 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) __ ~N~O~----- NOl'E 1: The answers to these questions should be supporter! by affidavit by the attewl:i.ng 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 transferred, with relationship of transferees to rlecedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimect to be non-taxable, also submit detail.ed 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 NONE MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) __ __.. __________________________ _._ ______ _... __________ ····--· .. Insert thJs tot:d opposj te "Transfers", Schedule "C" in the "As Reporter:!" coJurr01 on the last page of this return. RCC-38 .COMMONWEALTH OF PENNSYLVANIA THI\N~FEH INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRl'CTIOJiiS: 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-awners to the decedent. Description of Property, Date of Acquisition, Name! Address and Relationship of Co-Owners, and Place I of Record of Instrument, where Real Estate. t NONE unit Value I I i I I l Percentage Share Estate Valuation Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this retnrn. DEPART~{ENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest r·. -L ( • I {. • ( h RCP-37 (12-63) COI\11\tONWEALTH OF PENNSYYLANIA T~ANSFER INHERITANCE TAX RESIDENT DECEDENT . . _ ... . BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, ve::;_ted, contingent or other- wise, ·in estate) .. John Major 87 Third St. Ca1i:fornia, Pa. '' Andrew Major 1400 Southern Boulevard warren, Ohio -·· Albert Major 136 Orange Ave. St. Petersburg, Florida Alice Major Ho:f:fman R.D~#2 Charleroi, Pa. --· Jacqueline Major Zekel 1554 Canton, Ohio SCHEDULE "D". BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are inv:olved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Husband Yes 5/13/1892 Son Yes 12/18/191 Son Yes 5/8/1921 Daughter Yes 5/3/1924 Daughter Yes 4/2/1926 ' ' . ··-~ - ··- ··-~ - - ·- - -· -· ~ - -~-- Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE NONE - Will Administration ( No. DO THE Year ........... . ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY MAJOR Deceased Late of _}3or()\l9ll o:f cali:fom ia Countv of .. Washington . . .. . . . . . . . . . . . . .. . .. Commonwealth of Pennsylvania REPORT AND APPRAISAL (Executor-Administrator must complete "As Reported" column #1.) 0 '"' 0 Vl Vl ...., ll> X ll> r::r ~ trl Vl -ll> -("1) ...., >-d ~ '"' ("1) ("1) § ;;l ~ Vl 0 ...,.., :::3 >-d ~ ~ a "' 't:l >-d ("1) '"' '"' .g ~ ("1) '"' ~ Vl c:::: a;:: a;:: > ~ ...-.~.-.too<! Vl Vl Vl (') (') (') ?"' ?"' ?"' C'5 oj > :: : :: ""'""'*""'""' ...... ~ . ...... :I\) ,.. :o 0 :o :• 0 0 : (\)--- :v > o"' 0~ o~::: :• 0 ...._.. :0:::.. 08_. ""'~*~-fP.o.., '-., '"'--~ ·~ ~ ·~ :(J . . . '-.---*-~ ·~ t:l ~ ~---:~::, r. tv . 3 '--' ·~ :;· ·o r. c... i•.> ·~-. "'CC-;q ( 6-64) COVMONWEALTH OF PFNNSYLV,\NI:\ T~UN~FFH. INHERITANCE TAX RF.SIDENT DECEDENT MAJOR, :rA_~JtY FILE # 63-68-375 February 15, 1968 SUMMARY ·-·---·-- FILE #. 63-6f~-375 flEPOHT OF INHERITANCE TAX APPRAISER I. the unrlersigned if 63 Jt~a :=:hi ng+ an duly appointed Inheritance Tax ~ppraiser in and for the County of , Pennsylvania, do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A", "B", "C" and "E". the real and personal opposite each item in Dated: 05-l 0-68 02-15-68 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for ylasbjngton County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts claimed by deponent, ~xcept 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. /) /1/7 \ Dated: 05-10-68 1~ .. :53?u~) INVENTORY Real Property (Schedule ~) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLE~q VALUE OF ESTATE Valuation of life estates or annuities ESTATE TAX ASSESSMENTS FOR USE OF REGISTER ONLY Tax on ~ !')7,; '-----------------·---' Tax on $ _10~ Tax on $ 11.926.70 :~ Tax on $ . __ 1!')% Exemptions := (':') Total Estate _________ __ TOTAL TAX 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 to FOR USE OF REGISTER ONLY REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS RE.~PRAISED $ 12,oooJ2.o~ $ ;u..,_ooo.oo ·-$ _____ _ 12,000.00_ ? • 01,3 .lQ 9, 926...1.0 __ $ ____ _ $ _____ _ 1l.t.OOO.OO ·- , 2.,0£}.;30 := 11.926.70 ·- ======:= COMPUTATION OF TAX d> (:)-----~ !t. ------$ __ 7.1..:1"-"5...._. ,.,60"--- $ ------ $ ____ _ rl> 1"======~-$ _____ _ *===== I= *------$ ------ TOTAL TAX BALANCE PAID. ADJUSTMENTS (':') As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. $ ______________ __ $ _____ _ *-----~- *-------$ ______ _ $ NOTE: Where subsef]uent 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 t No. 1!11 THE Year ........... . ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF .. MARY. MAJOR .. Deceased Late of. .CALIFDRNIA .... County of . . . . . . . ..... .\;J-..SHINGTON.. . . Commonwealth of Pennsylvania REPORT AND APPRAISAL 1:·}' Form. RCC-2'· . _. . . . C.OMMONWEALTH OF PENNSYLV ~lA . DATE .................................. May .... l0.~ ..... 19.68 ~ ~ ,_ .. ............ . DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .. ....................... .l.{~.:=>.hipg_t.gP. ......... BUltEAU OF COUNTY COLLECTIONS COUNTY ··········· HARRISBURG, PSNNA. 171 z 7 APPRAISEMENT FILE NO. .. .................... 9.?. .. ::.9..$.::)_7.5................... . .... :..... . -~--· -· Whereas, .............................................. Mar..y_ .. }Iaj.ar. .................................................................... late of .......................... Galifar.nia ............................................... I in the County of .............................. Jvash:Lngtan .................................................................. Commonwealth of Pennsylvania, having died on the ................................. l5 .... t.h ........................................... day of ................... Fe.br.uar.y. ............................. 19 .... 68 .. ; seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................... , ................ w .•. R ....... C.b.i.m.e.:v. ....................................................... ; 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 heteby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest . ... -- Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes . --- $ -- I REALTY: I As per Schedule "A" ····-14,000 00 I PERSONALTY: I -· NONE ' .. NOl\TE . -·- TRANSFERS: --. ". NONE NONE -... ... ----.-- J'l'. HELD: NO!I.lE NONE . ---- Total ' 14,000 00 I I .. .. form~'!:hb~~ ::~:h~;~ ~~J~~~: ~:; .~·~~jz~.~~ ... ~.~ .. ~~~":~==i=e~ ;·~~ . ~;ralaer ..... WA3HI.NGTON ..... .. Cou11ty RESIDENT INHERITANCE TAX APPRAISEMENT I Estate of . ' r· f) I \. ... I-~-1.. . " ' .. ' . r·' 3 r L.' '"'· . . , .J l .HARY .. Jf.lAJ.OR............. . ................................. . Deceased.-~ ... , ~: · -· 'l r ··-Late of . i ~ ' • \o ,, ! ....... .) CALIF.QRN.l.A ... Date of Death, .......... F.ebruary .. .l5., ... l9.68 ........... .. Appraisemel!t Docket Vol., ................... .3.7 ......................... .. Page, ..... 9.8~.7 ..................... No. .. .. 63.~.68~3.75 ........... . Filed in Register's Office, ... 11ay .... l0.,. .......... 1968 ... .. Amoutlt of tax due, $ .................. ---···············----------- DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and chflrged, ... I \ ~ . " ~ Form RC C -.!C· " . DEDUCTIONS ALLOWED IN -· . . OFFICIO 01' Tt-ili STATEMENT .OF DEBTS THE SUM OF ..•..•...... ,~(!Z.J~~a REGISTER OF WILLS DATE APPROVED • . . . . . . . £'..~1.t?~(9 WASHINGTON AND DEDUCTIONS OF COUNTY AND AGENT OF THE COMMONWEALTH kJ~@ ~~~Q ~_L,._ # ~3-~f-3 7-.I~ ~-% Register of Wills, Ag .. t ESTATE OF MARY MAJOR LATE OF the Borough of california _s--/o -·~ ,;; DATE OF FILING APPRAISEMENT MCKGA aa 2 1968 OATS: OF DEATH Februar~ 152 1968 DATE NO. OF' NA.M&: OF PAYEE REMARKS AMOUNT VOUCHro:"f I Centerville Medical Group D'Altorio Funeral Home D'Altorio Funeral Home Brownsville Hospital Qui net Monument co. Father Mccaffrey Register of Wills Register of Wills -Joseoh Sitte John E. Costello -' -~-Valley Independent.,. :.;21; ' ... washington County Reports I I ' I I I ·----·-~ I COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON 1, .John Major Medical care, last illness 5. Funeral of decedent 1087. Ambulance Service 25. Hospital care 65. Marker 300. Services 25. Filing Inventory 3. Probate of Will 35. Notary Fee 5. Attorney fees 500. Adver~isi?g Letters 10. Advertising Letters 12. TOTAL $2073. loP o/3 HEREBY CERTIFY, THAT. TO THE BE8T OF MY KNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE BfATEMENT OF DEBTS FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION suBMITTED To THE ESTATE oF Mary Major · INHERITANCE TAX PURPOSES. L .LJ-'----7~~-~l---<~'/2...,;Y_Y:._ __ ~I...-~_:_-f-L~-'-~~~~--- -f() 7?A; 0~1SED. AS DEDUCTION(ilL.FSO.Rl SWORN 4NO SUBSCRIBED ISEFORE ME THIS DAY OP' M te~ JOSEPH SITTE, NOTm PU31.1C CHARLEROI BOROUGH, Wi,Sf!l~lGT0'-1 cnU'lTY MY COMMISSION EXPIRES JANUARY 7, 1971 ~0).. po·~ QQ"-.. OOr"" po-~ 00 '• QQ... 00.':;1 .. 00; QQ:>o - 50. 50. 30 30 I I ~~ .. ,,.,, -=:t·; p·tt 'J ,o_ ~" • . I , " I '·--I '-- C(U.~.~t/J. f'1MIINO REG!: t..:..; CF WILLS Form RCC-4-Rl-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA JIESIDENT DECEDENTS No. 948673 OFFICIAL RECEIPT FileNo 63-68•3?5 Transfer Inheritance and Estate Tax Dme April 8 1~ Office REGISTER OF WILLS. WASHINGTON' • Pa. J;lASHINOTON County, ss: Received from_-!J!!..:o~hn!:!!!~M!!!a!.Jjl!!io!.lfl"' _________________ _ (Execute~~~) of the estme oLf ____ ...!):!EfAR!!· !!!YL..£:MA~J~O~RL-___ __:___ _____________ _ who died February 15 19 68 , the sum of FIVE HUNDRED SIXTY ... FIVE a.nd 82/100 • • Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed RealEstme Date Personal Property Date Valuation $, _____ _ $. _____ _ Total Valuation $ ______ _ $ _____ _ Total Total Gross Assets Less Debts and Expenses of Administration $'--------- $. _____ _ $. $·------ Clear Value· of Estate $INCOMPLETE Valuation of Life Estmes or Annuities Dme 19__ $. ______ _ ________ 19 __ ~$======= Estme Tax Assessments Date 19 __ $·------- ________ 19 __ ~$======= NOTE: In accepting the transfer inheritance tax on future estates prior to the death of the life tenant or tenant for years, as evidenced by this receipt, it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever. 11000 [p[LO ©£ LI[E 37·98-7 NOTE: This Tziplicate Receipt to be retained by !be Register of Wills and filed in numezical sequence for audit purposes. ·=-----== Computmion of Tax Tax on$ 5% $ Tax on$ 10% $ Tax on$ On Acct. 6~ ~ $ 595 .. 60 Tax on$ 15% $ Exemptions * $ =============- Total Estate $ ----------- Total Tax $ ---------- Less Tax Previously Paid (if =Y> $=============== Bal=ce $ ---------- Less five per centum of tax if paid 29 78 within 3 months after date of death $ · • Amount of Estate Tax Assessed under the Act of May 7, 1927. Add interest at the rate o %I from __________ .:.._ _____ _ to ---------------- Total $-------- $ ====:====== $ 565.82 * As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28, 1956, P. L. 1757, effective June 1, 1957, as =ended by Act No. 381, approved July 11, 1957, and Act No. 207, 1961, Section 302. V AL ,f/ ~ .. ,...~---... (/ ·/~ «::::~··· ... ; . "' ,..-,,.... ... • ••" ,/: .. ~ """'' ,;f t/ t. rt.-:/-"·'U·.·t/'-·'h........ ..,;;;;:: ,..... ;?:c!"i>~-• .,.,_ .. ·1~----r:-v Register ol Wills MOORE BUSINESS FORMS, INC., ELMIRA, N.Y. FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket~3 .... 7..___...Page;""9""8...._ _ _.l...,jne_ ...... 7_, __ Estate of ~!A'RY MAJOR OmCE OF REGISTER OF WILLS ---'l~~A~SH~It,..;;_fJA'Gt4T~O~N'------'Pa. Date, __ A,.,p~r'!W!i=l"---"'8 ____ 19_§!_ 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 RIJSSEI.L ltARINO Register of Wills 1201 (g), Act of April 9. 1929. P. L. 343, as amended, viz:-"To receive from Registers of Wills all duplicate re- ceipts 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 · AftY" JOHN E. COSDI.LO 418 WASHINGTON AVENUE L CHA9LBROI, PENNsYLVANIA 15022 _j I I I ' I Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA BESIDENT DECEDENTS No 948809 OFFICIAL RECEIPT File No 63-68-3?5 Transfer Inheritance and Estate Tax Date )fay 15, 19 68 Office REGISTER OF WILLS. WASHINGTON Pa. WASHINGTON County, ss: Received from Alice M. Hoffman, Pa.,vins on Ind. L:lab. x6,g~~9ftheestateo£ Oms. ) MARY llfA.tOR February lSJ 1968 I the sum of TWO HUNDRED FIFTEEN and. 18/100 - - -... -Dollars, who died being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Real Estate Date Valuation $. _____ _ $, _____ _ Total Personal Property Date Vcuualion Jt .. _lfeld $ 3,775.00 Bank Aect. $ ______ _ Total Total Gross Assets Less Debts and Expenses of Administration $•---:------ $. _____ _ $ $ _____ _ Clear Value of Estate !:$================ Valuation of Life Estates or Annuities I Date 19__ $ ______ _ ________ 19__ !::$======= Estate Tax Assessments. ·Date 19__ $·------- ________ 19__ !::$======= NOTE: In accepting the transfer inheritance tax on future estates prior to the death of .. the life tenant or tenant for years, as evidenced by this receipt, it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional !Qx may be legally due and collectible for any reason whatsoever. lJOOD [p:>[LD ©£ lJ[E 31-98-? NOTE: This Triplicate Receipt to be retained by the Register of Wills and filed in numerical sequence for auclit purposes. Computation of Tax Tax on$ 5% $ Tax on$ 10% $ Tax on$ 3,175.00 6% ~ $ 226.50 Tax on$ 15% $ Exemptions * $ Total Estate $ 226 .. 50 Total Tax $ ---------- Less Tax Previously Paid (if any) $=============== Less five per centum of tax if paid Balance $ 11. 32 within 3 months after date of death $ ============ Amount of Estate Tax Assessed under the Act of May 7, 1927. Add interest at the rate o "fd from----------------- to --------------'--- $--------~----- $ 215.18 Total $ _;_ _______ _ * As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28, 1956, P. L. 1757, effective June 1, 1957, as amended by Act No. 381, approved July 11, 1957, and Act No. 207, 1961. Section 302. SE.A,,,L ./J . _,.. ./' / t-c .. ";,;-.._~r ~ r ~~ .,. , ...,. "'" ~ .• , ~· t.~ ;(.-(,_ .t:J 'f-''-'tl'' "'"' Register of Wills MOORE BUSINESS FORMS, INC., ELMIRA, N. Y. "'·-.. (./" FORM RCC-4-Rl TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Pocket._ _3_7_Page 9S I ine, __ _,_T_ Estate OLf --=-MA=-=R.:..:Y:........;;;.;l!AJ=-=O=R'----- OFFICE·OF REGISTER OF WILLS ______ W=-~=S=m=I=NG~T=O=N=·--~P~ Date'------'M~.a~y'----d.t~s ..... ___ Jg~ 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 Mt\RINO Register of Wllls 1201 (g), Act of April 9, 1929, P. L. 343, as amended, viz:-"To receive from Registers of Wills all duplicate .re· ceipts for taxes paid to them by executors or adminis-trators and te> 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 selllement 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~A~TF!TY~. -,.J*O*'u~r. ~~----'B~.~c~esS'i'£~Uid:fiGi------ 418 WASHINGTON AVENUR L CIWU.EROI, PENNBnVANIA 15022 '_J