Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
OC1968-0572 - ESTATE OF VANDERMER
PETITION SU R AU DIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form j Estate of EmiL.Vand.ermer . Deceased No .5.12 Q.f...l9.6.8.A. A. Fiduciary..f..~~9 Y.?_g.c;l.~~.~~.~.1 ~~~~:lJt;9.~. Da~of Da~of . Decedent's deat'h M?~~.b...2.?..)1.9.68..,Grant of Le,tters Ap..t:il..1Q-t 19.6B . This is the J.:!:~.~.~~~.q ~.~~.~~account filed in this estate If there have been former accounts filed in this estate,I-ist file number or number and term ~9.~~. Election to take Under ~1ltimd»vill.(cross out one) Date Election Place of; Filed Record . Name of surviving spouse ~.?.~~. List issue,where material: Fred Vandenner Claire V.Soles Dorothy V.Benedetti Did decedent marry after execution of will?{indicate)~No.Any children born after execution of will?(indicate) *,"X:K.No.If answer yes,name them . Leg.atees Fred Vandenner Dorothy V.Benedetti Claire V.Soles Relationship Son Daughter Daughter Interest 1/3 residue 1/3 residue 1/3 residue Fiduciary,'if deceased or not sui juris Sui juris Sui juris Sui juris List,if exceptions to above: None If partial intestacy,give facts: None Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:~.'?~~. File copy of Noti~~November 18 1968anddateofmailing,,,,..,. Is estate subject to the filing of a Federal Estate Tax Return?N~L _. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..1.,.8.24.•.QO'. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant N-one.. .-_----_-------__--.-----_-------_._------_.._-------_--------------------_.._------_-----.._--_-____-.---__.-------__.._---------------- Give Names and addresses of all unpaid creditors who a re 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: Paragraph Second:The said Erma W.Vandermer died on February 5,1965 Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: Total additional credits (Subtract) Balance for distribution $NQne . $~~~~. $2.8.,.Z4.Z QZ . $~.~.,.z.~~.!.Q.?. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Household furniture ... $100.00 r40(J\~ If Family Exemption claimed by Petition,give place of Record:_NQn~..._. 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: Fred Vandermer Claire v.Soles Dorothy V.Benedetti $8,165.00 8,165.00 88,165.00 Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: Fred Vandermer Claire V.Soles Dorothy V.Benedetti COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. 1/3 residue 1/3 residue 1/3 residue The above named Fiduciary or representative thereof, being duly .....~_~~~.__.._doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray,etc. •'!''!','!''!. .:'_-'-_.._~.-_--.---_:--_-. to the best of .__h~~__.knowledge and belief. -.$.~~.~~--.----.--.----_..to and subscribed before ..,.,/~e th;s __ZmLdoy;![~--J!~-;;~mll~:;------19-9~----4iii:f£~------------------ Signature of Offl~:-"~~ Title'of Officer ~9.1;.~.:r;.Y.~P.~J..,~~~J.~~~~~,.,..'"~\\~('(s'r.to'" .'.~~\\\\~t~RR\~~\\~\\I~~~\\\l\\\\\\~.\~ Office expl res ti~i~t~~~~.\§l~~.~'t.\J~~L..~. ~~~~i\\\\\\~\\\j\\.-' • ~"'p. 572 of 1968 AANo... Estate of ~~!!...Y.?:~9.~~~.~. .:I I r~'0IIL..: Deceased ~r ...,"""t"fIi f ~, Fiduciary f..~~.(:LY~~~~~~~.~.L~~'.~~_:.3:; f~U;SF1.L r:;:;\:;;JExecutorf:EC,3T:H r ,:,;:I!.S--__--_---_--_- - --_-_ _. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad Iitem,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 ifes- tate is subject thereto. Woodward and Bassi Attorney ~2 -- J ,; Q!owWouUttalt4 of 'tUU!it!lUaUia.}BB.IIUli~in!lton monntg,. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,III the County aforesaid on the 10th.day of April A.D.1<:00 ,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 &lilVandermer late of Borough ot Speers in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Fred Vandermer the Executor 111 said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THER~FORE,I,Russell Marino grant these LETTERS TESTAMENTARY,unto the said Fred Vandermer ,Register as aforesaid,do committing unto Him the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Him 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 day of April nine hundred and SixtY'Eight lOth. III the year of our Lord one thousand rP~~~#Z~................................................................................................................................................ Register ...Jr ~ I ..,............, r'f'1~1<111 GItIII(J) So -t».., lCD -t t= N 111H ... S 0 ~ lCD "'II a~.., !:= I ...~f'1:sa I '., "'""',,} EA'ITLVANDER1:1ER,of the Borough of Charleroi,WaShington County, ..; '.Permsylv~.nia,being of sound rnind and me::nor~,..,do .herebY·make,publish,and ,~.. dechre this to be my Last Vrill~md Testament,in m~nner s.nd form following~ hereby revoking £n~;wil'l or wil1.s.heretofore made by me • -'C' .. I direct that 3.11 my just'debtsand :funeral expenses be {" FIRST. !! -ii fully paid ~nd .·~atisfied,as Soon!lS conveniently may be,after my decem.se. herein cregted unto my son,FRED VANDEilliliR,a.nd unto mJ'two daughters;namely, .decease me or in the event th9tshe9.ndI ShOll1d'became deceased simultaneously, , i., ., iSECOND.All the rest,.residue,a.ndremainder of my eshte,re3.1, personal ~.ndmixed,wheresoever situated,of which I nay be possessed or to que~th the same unto my beloved wife;ERl'..'L4.W~VANDERJ,!IER,for her own proper which I m:l!.y be'entitled it .the.time of my dece~se,I give,devise,and be'"" use and benefit forever;,however,in the event th3.t my s9.id 'wife shOUld pre- then in such either event,I give,devise,and bequeath my residuary est!Jte DOROTHY v.BE1rEDETTI a.nd'CLAIRE V.SOLES ,Sh;;;'re arid share alike,for their "{' o.v.n proper use and,benefit fore1er. TI!iT~.D _tL"'W LA..STLY.I n;)me,constitute,~nd appoint my 'wife,ERr:!\. w.VAEDEJ;[.'.Ki,to be my t.;xecutrix of this my Last 1'.1 11 and Tesb.:n.ent;and in t~e event she is unable to do so for 9.ny reason',Yh~tsoever,then in such c::i'.se. I name,constitute,a.nd 9.ppoint a.s ~m alternate my son,FRED VAlmEID1BR,to be mY·,Executor of this :'T'..y Last Will a.nd Testament. J IN iVITNESS 'i1.'1fEP~OF,I,i!;1:::1:L VAFDJ:.:HJ'~'BR,the Tes tator above na:n.ed, have hereunto subscribed ;ny M:ne and affixed :n.y seal,the M d~y of~in the yer,raf our Lord one thqus,nd nine hundred and fifty-four (1954). ~. i:VANDK~\~R:ls and for his Last'Will [i.ud Testament in the presence of '.1S,whor:. ha.ve hereurto subzcribedour ng,nes 3.t his request as witnesses thereunto,in Signed,s e~led;pu bl.i.sheq·,""-,b'.~nQ -cee_area y tne above na:':'led El.TIL the presence of said testator Z'.ndof ..en.ch oth.r. ..,....-.:~. Affi~auit (@f 1fxrrutnr (@r A~mittilitratnr j;tutr nf Jruusgluuuiu,t ss: <!tnuuty nf lIusQiuytnu \ Personally before me,the undersigned authority,a N.Q.t:.~.r.y.I?ub.li~in and for said County and State,appeared f..;:~.Q .Y?9.~t~.mg.r;:who,being duly sworn according'to law,deposes and says that he is the executor or administrator of the estate of .~~.~J y..~~9..~.~.~.!'deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of..Emi.l..Jlao.de.:t:meJ:, 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 ~ da~.~~;;;~~~;~;:'a.;;;:;~t:i:/:::..l .....~.~..._.....,,~~~~:::if~i~~··········~~&;;;;;;~···IJTRUCTIONS MY COMM A'b f'led .h'h h f .fl'1.n Inventory must e I WIt In tree mont sater appomtment 0 persona 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 lJuututnrg null!\pprni.atmtut of the goods and chattels,rights and credits which were of Emj;.l Y..~D.d.e.r.m~.r.Jate of :6.Q.r.Q:9.gh 9..f S..P.~.g.t:~L . Washington County,Pa.,taken and made in conformity with the above affidavit. /. DOLLARS CENTS REALTY: ALL those two tracts of land situate in the Borough of $23,500.00 Speers,Washington County,Pennsylvania,known and designated as Lots No.6 and 7 in the Speers Farm Plan No. 1 as recorded in the Office of the Recorder of Deeds for washington County,Pennsylvania in Plan Book Volume 3 at page 32 and being more particularly bounded and described as follows: FIRST:Lot No.6;Beginning on the Southwesterly side of Speers Avenue at the dividing line between Lots No.6 and 7 in said Plan which point is distant 240.05 feet North 51° 25'West from the Northwesterly line of State Street as shown upon said Plan;thence along said Speers Avenue South 51°25'East a distance of 40 feet to a point at the dividing line between Lots Nos.5 and 6 in said Plan; thence South 38°35'West along the said last mentioned dividing line a distance of 100 feet to Alley A,in said Plan;thence North 51°25'West along said Alley A a distance of 40 feet to a point at the dividing.line between Lots Nos.6 and 7 aforesaid;thence North 38°35'East along the said last mentioned dividing line a distance of 100 feet to Speers Avenue at the place of beginning. SECOND:Lot No.7;Beginning on the Southwesterly side of Speers Avenue at the dividing line between Lots No.6 and 7,in the said Plan,which point is distant 240.05 feet North 51°25'West from the Northwesterly side of State Street,as shown upon said Plan;thence South 38°35'West along the dividing line between said Lots Nos.6 and 7,in said Plan;a distance of 100 feet to a point on Alley "A", as shown upon said P1an;t hence along said Alley "A"North "~ 1!' Inventory and Appraisement IN THE ESTATE OF Emil Vandermer....................................................................................................... Filed ,19 Q.§. ". :.,~=n.--.:C::::V')v") ;;;fq~;:: $i>_:h....::::...;::;:::'0 :;;@ ~t~t:'"~J E:r-'" '- ;:p-.:;: f\) lJ---r---Irry CJ otn Woodward and Bassi,Attorneys ~9 "!- 51°25'West a distance of 40 feet to a point at the dividing line between Lots Nos.7 and 8,in said plan;thence along said last mentioned dividing line North 38°35'East a distance of 100 feet to a point on Speers Avenue thence along said Speers Avenue South 51°25'East a distance of 40 feet to the place of beginning. Upon which there is erected a one'_.story brick ranch-type dwelling. TOTAL REALTY PERSONALTY: 1.First National Bank,Charleroi Savings Account No.11213 2.1966 Plymouth Fury II,Four-door sedan 3.Household furniture TOTAL PERSONALTY TOTAL INVENTORY &APPRAISEMENT $23,500.0p $9,532.85 1,500.00 100.00 $11,132.85 $34,632.85 -.-..--- ,-/ .. ,. NO • 3iS 63-68-572 I?lfi.79 /./_/tf'~ INVENTORY AND APPRAISEMENT IN THE ESTATE OF EMIL VANDERMER II '-........--~-- DEC 'D. .:u '-";;0C"Jc:::~f;j ::::::ir.,-/:~;J--: 0--,~.~'):..:<.::0i==:;:'-6....0? ,~-..,f-:-(...,--;, ~: te";::-: i-~ <7~ ru.-~ o L'1 ---...,..,.. I j--r- l-~·"(!c:; ;.-- ~ '!- .!.~ >-"'-.~v'-':....".... --'.-:1.--., -:- i.. t;:! \(t:-~ J_0 .,,~._:.::;1"~....'"~t STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,deposes and say s that the above account as stated is true'and correctas sw.orn.verily believe, Sworn and subscribed before me this ?~.~. day of Q~.~~J?~!~19 ~.~. J~~....'-._--'"""'-' /;~.~~. Fred Vandermer Wa1shington County,55: WANDA CARRINGTON,NOTARY PUBLIC " CHARLEROI BOROUGH.WmlNGTON COUNT'l MY COMMISSION EXPIRES AUGUST 19.1~12. I do certify that I have given leg'al notice 'to all persons concerned of the filing of the within account in the manner prescribed by Sta'tU'te and Rule of Court,as evidenced by proofs thereof filed to Noj~{~-1jf.t#./- Witness my hand and official 'seal this..?:~. dOYOL~----------------------------------19_c;,j__ -----~~--- ~ "-'~ CQ N{)-t __ ~~ +'...::IoCo) QJ :l o+' rf¥l':~("~:l!~4 ·,..·.1:'IJ R:'~:.~~i..~ll:·\;;:...LS """o Q 1-11goig,j.J: <l1 aj al:~i~: <\~:alieiali"0:t::! Cl!'>i "Oiali~:~! _.._~------.-,-,- , I ~~ ~ oJ .... " The Court is respectfully requested to det:ermine proper distribution in this estate.~5~Lx-~ Counsel for Accountant ~ THE FIRST AND FINAL ACCOUNT OF FRED.VANDERMER,EXECUTOR OF THE IAST WILL AND TESTAMENT OF EMIL VANDERMER,DECEASED,lATE OF THE BOROUGH OF'SPEERS,WASHINGTON COUNTY J PENNSYLVANIA Principal Personalty $34,632.85 Income Personalty 184.64 I I Principal Realty None Income.:Rea1ty 178.59 "- Total Assets of Estate Less Credits Claimed Net Amount for Distribution $34,996.08 6,254.01 $28,742.07 PRINCIPAL PERSONALTY The Accountant charges himself with Principal Personalty received·out of said Estate as follows: Per Inventory and Appraisement $11,132.85 Per real estate sold and converted into cash 23,500.00 $34,632.85 INCOME PERSONALTY The Accountant charges himself with Income Personalty as follows: Interest on Savings Account No. \1213 at First National Bank,Charleroi $184.64 The Accountant credits himself with the following out of the assets of said Estate: 1968 April 17 Guy Rogers Russell Marino 19 Washington County Reports Mon-Valley Newspapers,Inc. 22 Pa.Dept.of Revenue May 27 McShane Harold Schrock Fred Vandermer Witness trip Probate of will Legal advertisement Legal advertisement Auto transfer Flowers .Funeral expenses Reimbursement for phone,gas,water, electric,etc. 15.00 22.50 12.50 10.00 12.00 42.40 1,695.00 148.72 29 Bianchi Monuments Inscription 12.00 June 10 Betty E.Vandermer Reimbursement for June 8.37 gas·bill and May electric bill 14 Malcolm L.Morgan West Penn Power Authority of Charleroi 1968 county taxes June electric bill Pressure regulator 74.86 1.06 11.60 ,.:.. Payment on inheritance 1,824.00 tax June July 14 Russell Marino,Agent 26 Margaret Bennett' 1 Russell Marino 3 Authority of Charleroi columbia Gas 1968 borough taxes ~i1ing inventory Water bill July gas bill 57.92 5.00 5.50 6.21 22 West Penn Power Electric bill 1.06 John D.Woodward,Recorder 1%realty transfer tax 235.00 Aug. Oct. 23 30 1 19 2 Margaret 'Bennett Authority of Charleroi columbia Gas West Penn Power wanda Carrington woodward and Bassi Russell Marino School taxes Final water bill Gas bill Final electric bill Notarizations Attorneys'fee Filing account PRINCIPAL REALTY 255.81 1.43 15.93 1.34 10.00 1,749.80 19.00 $6,254.01 The Accountant charges himself with Principal Realty received out of said Estate as follows:. Per Inventory and Appraisement $23,500.00 Per real estate sold and con-23,500.00 None verted into cash and transferred to Principal Personalty INCOME REALTY The Accountant charges himself with Income Realty as follows: 5/12 annual real estate taxes received from purchaser of real estate $178.59 Washington County RepOrts ~~ 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) STATE OF PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publis'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 COUNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: April 25 1968................................?. .......~~~Y.?L..?.L.~.?..~~. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matte~,0 sa.li~do"tice or advertisingAnd that all,,of the illl,egations of . this affidavit as to t .~I'place a~.characterVl"offhe &Ub",matitlhe~ue...~>t.If.'.'/"..(1-t .'-?,..',a ..-(.:{,"-----.~,..'>~~'-"•'•...._····..······~·....••..••....•....•••..Edi;:~; Sworn to and subsc'-d before me this "~-~~7"'Y OL~~¥_',%i . ........(£.~~,~. /otary Public 'KATHE-RnlE C.YARD,Nota!'i ubllc Washington,Washington ~"Pa, My Ccmmis.ion Expiros November 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 them for settlement to the Executors or Admin- istrators or their Attorneys. ••••••o •••e •••••• VANDERMER,EMIL,Dec·d. Late of Borough of Speers,Washing-ton County,Penna. Executor:Fred Vandermer,613SpeersAve.,Charleroi.Penna. Attorneys:Woodward and Bassi,701McKeanAve.,Charleroi,Penna. .(J '... Proof of Publication of Notice in~The Valley Independent Under Act No.587,Approved May 16,1929,P.L.1784, as amended by Act.No.Sl of April 24,1931,P.L.67 State of Pennsylvania }ss:County of Westmoreland- Personally appeared before me William H.Pore,Secretary of Mon Valley Newspapers,Inc.,a Penn- sylvania corporation,publisher of The Valley Independent,who,being duly sworn,deposes and says that The Valley Independent is a daily newspaper of general circulation in Fayette,Washington and Westmo'reland counties,Pennsylvania,and elsewhere,published in the City of Monessen,Westmoreland County,Pennsylvania,that it was established June 28,1902,since which dote The Volley Independent has been regularly issued in said county,and that a copy of the printed notice or publication is attached hereto exactly as the some was printed and published in the regular editions and issues of The Volley Independent on the following dotes,April 23,1968 April 30 and May 7,1968 Affiant further deposes and says that he is General Manager of The Volley Independent,a doily 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 are true.~.'J!~ COpy of NOTICE Sworn to and subscribed before me this _ L~Hers testamentary on the estate of Emll Vandermer,late of Borough ofSpe~rs,Washington County,deceased, ,havm~been granted by.the Register of,Washmgton County,notice is hereby giv. ;en to all persons indebted to said estatetomakeimmediatepayment,and tothosehavingclaimsagainstthesametopresent'them without deiay to FredVandermer,executor,613 Speers Ave.nue,.Speers,Charleroi.Woodward andBassI,~llorneY,701 McKean Avenue, CharleroI,Pa.4;23,30,5;7 day of -,19-__ Notary Public My commission expires STATEMENT OF ADVERTISING COSTS: Woodward and Bassi,Attorneys at Law 701 McKean 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 ...•...:.~$_ Total $10.00 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 adv~rtising and publication costs and certi- fies that the same have been duly paid. MON VALLEY NEWSPAPERS,INC. By4/23~8 PA'D~" ]n tl1r ~rpl1ttu5·U10urt of IItt5l1iugton ClIountg In the matter of the Audit of Account in Estate of__...AE"'-!m~i,"""l,---,VL!a!<!:.n~du.e....rm!o.A!!~e""r'--1 TO THE AUDITING JUDGE: No.572 of 68--'-,19__,A.A. Enter o=-u=r appearance for -i-'--=F::...=r.;:.e:...:d=--V-,-=a==nc::..d=e-=rm=e=r~'L....-:E=-x=e:...::c::..u=t-=o:..::r=--_ ~SI V"'" 12 ~~De~c-e---'mE-b-""-e-r---,-1-9~=6=8 N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. No.572 ,of lL 6~A.A. l I In re Audit of Account in Estate of Emil Vandermer AUDIT Jraeripe fnr i\ppearance FOR ~E~~_yandermer,Exec~~or--- ,_, I , ~"_.~.- ..--.:.:.,.-.~..: t "j') ;-i"':-'-...~r- ~..."..,,,..,. ;:-j:~?~cj ;~, f_ v ~ C-..} l'~' t3 ,-.'1.., '-.J -. j-;i c:J Attorney ",1fHZ~"2 ESTATE OF ~u tqr (@rpquus'<tlnurt of lIusqiugtnu <1Inuuty 63-68-572 {No Of 19 ,AA ....__~~g.y~_l!:~~!..~.~.~)_...............................,In the matter of the Eirs.t..aud..F.i.uat.. ....._~~.<;.~?_s.$.Q~.Account of Er.ed.Y.andermer.,. .........................................:..g.:.~§~.1dt.Q.r._ ADJUDICATION AND DECREE And now !:_~_~~!_:L_~~Y___.__.__._.?I.,19.~~,this matter came on for heming, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $..2.8_,.7.42~D.7 .__.__ .__._._._..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,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. -Balance per account•.................................................................................. Balance __._. $.2.8.,..7.42.~.Q7 $.?~-,.7.~~.·.Q.7 Deduct Clerk's Costs &Receipts..____ Attorney _.W.Q.9.g3Y.§,I.~..~..~§,§.$.t _ _ ___...._ 42.50 $28,699.57 Fred Vandermer,son,1/3 residue,including an undivide 1/3 interest in household goods and furniture,held in kin and distributed as such at the appraised value,credit to be taken by the accountant for funds advanced prior to distribution by the Court,9566.52 Dorothy Benedetti,daughter,1/3 residue,including an undivided 1/3 interest in household goods and furniture, held in kind and distributed as such at the appraised value credit to be taken by the accountant for funds advanced prior to distribution by the Court,9566.52 Claire So les,daughter,1/3 residue,including an undivided 1/3 interest in household goods and furniture, held in kind and distributed as such at the appraised value credit to be taken by the accountant for funds advanced prior to distribution by the Court,9566.53 No balance j C[... I>/"1.. .- \ 0n ::l Zn0....!=l c ::r ::l CD....300-to.........CD""0 0-to.-to.....::rCD ,-, j j J ,J 'I j j J j J J •l J -' J'J J, ,,J.IJ J j I j J J j ..j'""\ IN THE ORPHANS'COURT OF WASHINGTON COUNTY ,PENNSYLVANIA IN RE:ESTATE OF-EMIL VANDERMER, deceased. •.NO.572 of 1968 ELECTION TO TAKE IN KIND KNOW ALL MEN BY THESE-PRESENTS,that I,the undersigned do hereby elect to take the following asset of the Estate of Em~l Vandermer,deceased,in kind: Household furniture $100.00 WITNESS my hand and seal this 2nd day of October, 1968. I.t~J~lJ~' ei:wR~>kL) (SEA]) (S'e~1 } (See I1\ Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ......WASHINGT..QN... 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 thelnhE,!ritance,an!i .Estate ,~ax 1\ct of 1961.) .~,:....~~;;:'~;;;;;;;;~:~~~E o~......."c"o...un.......t..y...}==- (State fuIl name of decedent)qwv~ Late of ,Washington . . state of ..... County of P:::~~::~~::-_:::==}'" ..............F..~~<,:l.V~ng.~.~lJl~.:J::. of the estate of the above-named decedent being duly sworn.depose S and sayS .Executor DecedentdJed .,,M~.:t.'G~M;~.ti,)..2(~;,;~).19(~2~).{=~eaVing a last will,copy of which is hereto attached.} Name and address of attorney or} other authorized representative to" whom all correspondence should be mailed. Woodward and Bas sL~Atto.rney.s ...atLaw 70IMcKeanAvenue,Charleroi~..,,·Pennsylvania That as such ~~~~.~~.Q.~deponent is familiar with the affairs of said estate and the property con- (Ex"elltor,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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Pirr~hlll"'c:rh National Rank Emil Va -"'1'" That the contents of said safe deposit box or boxes are itemized under Schedules ~E~__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 fullv and in'detail all the real property in the Commonweal th of Pennsylvania of which decedent died hav~.p:gan interest therein.It also sets forth the mortgage encumbrances upon each parcel of real propertyat}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 01'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 oth~r evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political sUbdivisi~n 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 per:,:>onal chattels of whatsoever kind or nature,left bydecedent,together wi th the fairl y es timated market vaDle 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 of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and a'ccrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) .together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a 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,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement show~,ng which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid 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 ..xCi~__.. (E:reC'Utor~ ..6.1.J.SP.~.~.t::.§Ay.~n1l.~.~S.pg.~I.§~. \\On\\'{?\l'&\.\t (Street Number)\'l~\\\)~t~\\\\~G~~\\~~S\\\\\\il0",~O\l~;~.Gh.~~.~.~~.~.!.."g~~.~~yJy..~.~~~. t\\~\\\.t\\O\'&0\\ff,V\\\tS ~\l\i\lSI •(City or Town and State) NOTE:Before signing affi~~~~~~l~e 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. ...................?.l.~.h..:..........:day of J.:t.l.P.:~19 §.~. .~.... RCC-3li (1-64), COMMO~WEALTH OF PENNSYLVANIA -DEPA'RTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECepENT SCHEDULE "A'" -REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule liE".Property held by thedececlent 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 described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent,Taxes,assessments,accr:ued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule, (Deed Book Vol.938,page 439) ALL those two tracts of land situate in the Borough.of Speers,Washington County,Penn- sylvania,known and designated as Lots No. 6 and 7 in the Speers Farm Plan No.1 as recorded in the Office of the'Recorder of Deeds for Washington County,Pennsylvania in Plan Book Volume 3 at page 32 and being more particularly bounded and described as f0I!-~w'4_9~~'fJf i3 NM:~iJ FIRST:Lot No.Beginning on the South- westerly side 0 Speers Avenue at the dividing line between Lots No.6 and 7 in said Plan which point is distant 240.05 feet North 51°25'West from the Northwest- erly line of State Street as shown upon said PIau;thence along said Speers Avenue South 51°25'East a distance of 40 feet to a point at the dividing line between Lots Nos. 5 and 6 in said Plan;thence South 38°35' West along the said last mentioned dividing line a distance of 100 feet to Alley A,in said Plan;thence North 51°25'West along said Alley A a distance of 40'feet to a point at the dividing line between Lots Nos. 6 and 7 aforesaid;thence North 38°35' East along the said 1ast~mentioned dividing line a distance of 100 feet to Speers Avenue at the place of beginning. SEC OND:Lot NO.~Beginning on the Southwesterly sid~f Speers Avenue at the --dividing line between Lots No.6 and 7,in the said Plan,which point is distant 240.05 feet North 51°25'West from the Northwest- erly side of State Street,as shown upon said Plan;thence South 38°35'West along the dividing line between said Lots Nos.6 and 7,in said Plan,a distance of 100 feet to a point on Alley "A",as shown upon said Plan;thence abng said Alley "A"North 51° 25'West a distance of 40 feet to a point at the dividing line between Lots Nos.7 anc 8 in said plan;thence along said last men- tioned dividing line North 38°35'East a distance of 100 feet to a point on Speers Avenue South 51°25'East a distance of 40 feet to the place of beginning. (1)(2)(3)I DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTION DECEDENT'S MARKET VALUE (Do not write DEATH In this space) $23,500.0(7JU "'ItT I " Insert thi s 'total opposi te "real property",Schedule"A"in the X XX X X "As Reported"column on the last page of this return. $23,500.00 r :RC,C-3S ;.;COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individual11 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".Inta;gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..stocks,'mortgages,notes,together with accrued interest or diVidends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in any undistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. ESTIMATED MARKEl'VALUE UNIT VALUE ITEM List and describe fullyItem No. DEPARTMENT VALUATION (Do not write in this space)---+-----------------------+----+--------!I----- 1 2 3 First National Bank,Charleroi Savings Account No.11213 1966 Plymouth Fury II,Four-door sedan Household furniture $9,532.85~~ 1,500.00 I >~J 100.00 £..-l/ Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X $11,132.8~ RCC-30 COM~fON1YEALTH OF PENNSYLVANIA Tfu\NSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRANSFERS (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)lSlo (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 yes or no)_ (b)What was the transferee's age at time of decedent's death?_ (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)No (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others --:-_ (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)_ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to Change, because of a reserved power to alter,amend,or revoke,or wlljch could revert to decedent under terms of transfer or by operation of law?(Answer yes or no).NO. (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)_ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also 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 None MARKET VALUE (Es timated) None DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.None ,. C.C,M\h)\,'VF:\LTIl UF PENNSYLVANIA f!:\:\~~~'~':lt r~HEIUTANrE TAX nr:-;':llW;';T nECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I\STRrCTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th 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 lIDder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation·column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-O'wners to the decedent. -------------------~---------------------- Description of Property,Date of Acquisition,Name!unit percentage I Estate Address and Relationship of Co-Owners,and Place ;Value Share Valuation of Record of Instrument,where Real Estate.l I I-----------------'------~--- DEPART~£ENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Jointly owned in name of decedent or I Fred Vandermer as joint tenants with I the right of survivorship:I a.Pittsburgh National Bank I \~~ checking account $1,094.63 lt'N'JlI!J-1'-t,1547.32 ~ b.Pittsburgh National Bank I ~t savings account 10,200.47 IlIJII'IJI o_J-y;.~..b ..5100.24 ~A #8606 ur~·~ c.24 $50.00 U.S.Savings 1,484.72 742.36 Bonds Series E d.3 $25.00 U.S.Savings 118.77 59.59 Bonds Series E Jointly owned in name of decedent or Dorothy Benedetti as joint tenants with the right of survivorship: a.21 $50.00 U.S.savings 1,230.48 Bonds Series E b.10 $25.00 U.S.Savings 309.56 Bonds Series E !Jointly owned in name of decedent orl Claire Soles as joint tenants with the right of survivorship: a.28 $50.00 U.S.Savings 1,555.42 I Bonds Series E b.4 $25.00 U.S.Savings 153.30 Bonds Series E I I 615.24 154.78 777.7l 76.651 I 1 I I1II I !i I I I I II I- II! , 1 1 1 I, I-I Insert this total opposite "Jointly Owned Property",Schedule"E"I in the "As Reported"column on the last page of this return.$8,073.6~~-----' Rcd-37'(12-53) ~.,,.r .,. COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "0" BENEFICIARIES , BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact:)OR NO BIRTH Fred Vandermer Son Yes Sui juris 1/3 residue 613 Speers Avenue,,Speers Charleroi,Pennsylvania Dorothy V.Benedetti Daughper """ " 336 Phillips Street Speers Charleroi,Pennsylvania Claire V.Soles """"" 718 Lewis Avenue.Soeers r.harl~roi n----vlvania ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Non~ I OF THE Deceased ESTATE OF ~IATTER OF THE APPRAISEMENT ............_.,. CJ '...,""d ~c...~~~........e-o :0 ::l '"'":.....'"0''"::l '"d...,'::s Ci)'e.....:...0~crt '" ""d"g>:......~~........c:r 0 ~~'0:0 ~...t:r:1 §....'"'<:....~:<t>.....~.0- ~t10 '0roHn"< (Executor-Administrator must complete "As Reported"column #1.) Year DO THE (No. EMIL VANDERMER...........-.... . . . Will Administration Late of ....BO:a:'Qugh.of.Speer.s Commonwealth of Pennsylvania -""'~~ REPORT AND APPRAISAL'-. County of .Washington . -v ~j.Y 00':::r-'; r-~~., ~...~ i :! r-1"',"j • .,-~___r-- ~-; ,r- ...;.~..~-ry mi~:~~ ,-'-0V)o f\.> 0 L'l "!'"--~-.: ~~> ~ ~~.:..... ,\r ,. U'Jc::: ~~-;;lZl----.-oJ> n W en U'J ""P'":rg..g...... ..:=n0:3>t:zj::::=--...- ~~-OO~~~ ~N>N :00 ::w Vl":~~z ~~=0_.....<:>:0 ;.....:\Jl (t)o ......:::s :wo'O-:::: 0\WC1>NO S;..:.:.~ l.n ~OOO 8.-.p-\o\Jl :o~ ~-oo-oo-oo~-oo ~.'-~ .\.,,:.<;:S : :~ ,'~. " '-~ .~ .~.~ :('\ "--:~' .:~>-.\.:.~'"\..\,~0' ,(1; '":~8'~\:'~\....~.~:~~. ,::I~'o r.~,t'\~ ,nn.\-.:,9 (6 -64 )..' GO\fMONWEALTH OF PFNNSYIN,\NI:\ T~UN~FEn INHERITANCE TAX ~~SIDENT DECEDENT VANDERMER,EMIL FILE #63-68-572 l-farch 25,1968 SUMMARY FILE #63-,8-572 TlEPOH'l'OF INHERITANCE TAX APPRAISER I.the unclersigned cluly appointed Inheritance Tax Appraiser in and for the County of #63 Washington ,Pennsylvania,do respectfully report that I have appraised the real and per?onal 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","~d "E". nated'~=;~::A~~ER~Q"t=' REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for __ 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. Dated: REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS RE"~PRAISED $23 ..500.Q~$23,500.~_$~_ 11.132.8.i--11,132.85-___ INVENTORY Real Property (Schedule A) Personal Property (Scheclule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDUL E F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities .••.•..• ESTATE TAX ASSESS~mNTS 8,073.612..- 42 ..706.5.4..- =====l~-;- *----- $------ 8...9'13.6.L 42,706.5A.-- =====:-======:= COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on $f)~1o rl>._-(~J Tax on $~¢> '~' Tax on $()..$ Tax on $1."i'1o $._-, Exemptions (,:,) :=Total Es tate TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death $-----$=====~-$------ $======1= (':')As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE St _ Add interest at rate of 6%(rom to $_ AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ BALANCE DUE *_ Add interest at rate of 6%from to *_ TOTAL TAX BALANCE $_~_ PAID $ FOR USE OF REGISTER QNLY 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. D<THE Year . ~IATTER OF THE APPRAISEMENT OF THE EST.-\TE OF EMIL VANDERMER Deceased Late of ..... County of ~P:E~. WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL " Form RCC-2· COMMONWEALTH OF PENNSYLVANIA DATE .................~v.J.,y ....!$..t.....J.9§..?............................. DEPARTMENT OF REVENUE ..,..RESIDENT INHERITANCE TAX COUNTY .............w.~.~.~.~g~.......................................BUREAfJ OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 APPRAISEMENT nLE NO...................9.,).::.9..$.::.5..7.?................_.................... Whereas,................................J$.m;j,J.,...y!¥.:l:g~rm~.;r.........................................................."..........late of ......................~P.~.~.~~................................................................... in the County of .................................W~.s.hingt.Qn ..................................................................Commonwealth of Pennsylvania,having died on the .......................~.?...:t'.~......................................................day of ....................................~.~.~........................68 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...............................W.~~.~.....C.h~P.:~y ...........................................................,..,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for l1fe 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. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles $ REALTY: As per Schedule "A"23,500 00 PERSONALTY : As per Schedule "B"11,133 85 . TRANSFERS: NONE NONE JT.HELD: As per Schedule "En 8,073 69 Total 42,706 54 .. Having been duly sworn according to law,I do hereb~i~that the above appraisement is made in con- formity with law on'this ................c:::af..-."..i'~..........day of ...............~~..~~........~.........~....."..............~".......:-19 .c:;;;..... .m ....~L.m.'.....<Lm,dl..,.~ ~:'i",·;1;;,il;;;i;~" •.•::;;e.;••,a,""~iiiii;;;··.······.....··............Penna. ~ W~l:I:I:~'I.'.9.~.County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of EMIL VANDERMER Deceased. Late of SPEERS Date of Death,Mar.c.h Z5.,.1.96.8 . Appraisemel!t Docket Vol.,3.7 . Page,l.Q~.5 No 9.3.~.9.~5..7?. Filed in Register's OfJice,~~y J$J..19..9..~. Amount of tax due,$__._---- DEPARTMENT OF REVENUE Received, Examined and Approved,. ~;T··'•'.~,.Wrote abo.ut Appra.tsement,;~~.J . \...1'1"-f ••I j~01 I~ (-C-iii .,." A al f '-.,f".,"I •.••r . , .ppe ,.om n'Pprmsement,,""~:..~. eO -r -.- Entered and charge ~!J .!....,.'......,.I I . \ .. Form RCC·IO DEDucnONS ALLOWED IN OFFicE OF THE STATEMENT OF DEBTS THE SUM OF $'!.....yf....~~.!!1REGISTEROFWILLS'•I,~~--A-:--Ea-N:.:..h--~:::.~n.:;,:T~:...:.~...:.;.;;,;::...:-M-;~~;~:T~N:%M""'R(~~;~l ,....;;;;~=:.=:;""...._.....:::::...::.--=:.....£--:~:...c=:::....L..JL-_.:::::.__.c;;....:.::.~:::S=:~::::.::~~~_..J..-/l.~L:..-._ If ESTATE OF _--=:E::::m::.:i::.:l=--V..:..a=n~d~e;=:r,-=m~e:..:r:.-__LATE OF _=B:.;;:o:.;;:r:..::o:.;:u::.cg::l.::h~o:;.:f=--::::;S.c;p.:e:.;;:e;=:r:...::s:...-_ DATE OF FILING APPRAISEMENT July 1,1968 DATS OF DEATH _-=M=a;;;.;r~c:;.:h;.:.....;:2:;.:5:;";':L-..:1::.:9:;.,;6:...;8::..-_ A",oliNT 15 00 22 50 12 50 10 00 12 00 42 40 1,695 00 148 72 12 00 8 37 74 86 1 06 11 60 57 92 5 00 5 50 ,--v IL..L i-r IUb I I 235 00 255 81 .,I ......"oJ ~ -r:J 1:1.) r-r IJ"+ 10 00 1,749 80 19 00 ...I.,"~~,'7 REMARKS 1%realty transfer tax . Filing account Attorneys'fee Notarizations 1?68 borough taxes School taxes Fiqa1 electric bill Gas bill July gas bill Electric bill Final water bill Water bill 1968 county taxes June electric bill Filing inventory Inscription Pressure:regulator Funeral expenses Flowers Legal advertisement Witness trip Probate of will Reimbursement for June gasbillandMavelectricb~ll Re~mbursement tor {'hone, gas,water.e1ectr~c.etc. NAME OF PAYEE Russell Marino Margaret Bennett West Penn Power Authority of Charleroi Columbia Gas Authority of Charleroi West Penn Power Woodward and Bassi John D.Woodward,Recorder Margaret Bennett D.,...",,..11 Marino West Penn Power Co. Bettv E.Vandermer Authority of Charleroi Malcolm L.Morgan Bianchi Monuments wanda Carrin~ton Harold Schrock Mon-Val1ey Newspapers,Inc Legal advertisement McShane f"n1umbia Gas Pa.Dept.of Revenue Auto transfer Fred Vandermer Washington County Reports Russell Marino Guv Rogers NO.OF VOUCHE" 29 3 14 26 22 27 19 17 DATE COMMONWEALTH OF PENNSYLVANIA }~~J TOUL COUNTY OF ~vashington S.:~~.4 ¥;;6~--;~ I.Frpd vandermer HEREBY CERTIFY.THAT.TO THE BEaT OF ~~ MY kNOWLEDGE AND BELIEF.THE FOREGOING ISA JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENIIES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Emil Yandermer ,c-n--_£CED.All DEDUCTIONli FORINHERITANCETAXPURP08ES.~(~ 2 d ~/Vvt:'~CVY1-V CL.S.)SWORN AND SUBIICRIBED BEFORE ME THill n D:Y 01"Fred Vandermer~er~"#_!:=/2A/hL-z~~_10\i Hn1~R~PUBt\C'Mm~C~RRmG '~'~\'"(;'0"COUN1Y t\Ul.\\lUllI BOR(jU~",~il""":":.lUi lintntllWl\~'&\l.w\RE$A~~ST July 1 .Tl1np 10 May 1968 Aoril 17 22 23 30 AU~a 1 19 I Oc-t:? ) .' ., <:1"r::3.:.:>'" H'jSS-:ll t;r,~;::CJ 1\1.1..:3,_;\C;:\'ill.LS Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 948923 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No.63...68.572 Date rune 17 19---6S Office REGISTER OF WIllS,l\"·A;/('O"·I~t"""'Or Pa.h ..,*"U 1,,1IJi1.'W \'lASHINCTON County,ss:Received from Fi",,,ui VaiUitn'""....'"·m~l (Executor,1\:dqIi~t:r9~aUff~l!II\)of the estate of m'I!..n ~1DEfCttr................w"".+....'4..."""N ./Wi'.tir.'..'R who died Naron 25 19 68 the sum of ONl:~T!!OtJ$1'2~J}EIOH:'iR,1i1Uti"W ......-fit FO .nollars being TRANSFER INHERITANCf TAX and/or ESTATE TAX due the Commonwealth as follows:lW~lM w~-Uk &no/Iocr ' Appraisements Made and Filed Computation of Tax Real Estate Tax on $5%$ Date Valuation Tax on $..,10%$$ $Tax 'on $0&AeeOUitt e%.~$1,920",00 Total $Tax ~>n $15%$ 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 Administration .$within 3 months after date of death $96..00 Clear Value'of Estate $tNC6).fPl.ETE Amount of Estate Tax Assessedunder Valuation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of %119__$fromEstateTaxAssessmentsto $ Date 19__$ Total $1,624.0019__$*As evidenced by Charitable Exemption Certificates issued by theSecretmy of .NOTE:In accepting the transfer inheritance tax on future estates prior to the de'ath of Revenue under Act of May 28,1956,P.1.1757,effective June 1,1957,as amended the hfe tenant or tenant for years,as evidenced by this receipt,it is understood that the Cam-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 inheritancetaxatthedeathofthehfetenantortenantforyearswheneveritappearsthatsuchadditional S~Ltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. Lr rn1 0[p)[LD ©£lYlE:31...108...5 l~~(;~'r~~~~~~<J NOTE:This Triplicate Receipt to be retained by the Register of Wills ,and filed in numerical Register of Wills sequence for audit purposes.MOORE BUSINESS FORMS,INC••ELMIRA,N.Y. ·,-' FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 37 Page 'Of 1\0 Jjne,----"i-5-,..--J;'VV ,Estate OL-f_=E='H~It=---.:.V=A~ND=E='R=~1E=_=R __ omCE OF REGISTER OF WILLS WASHINGTON,Pa. 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 lkARINO 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 lor taxes paid to them by executors or adminis-trators and to,charge the Registers receiving the moneywiththeamountreceiptedlor.The original of each suchreceiptshallbesignedandsealedbytheRegisterof Wills and transmitted to the executor or administrator.whereupon it shall-be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptisSOsignedandsealedbytheRegisterofWills:' FUI in below name and address 01 person to whom tax receipt is delivered:- 15022CHARIJ3ROItPENNSYLVANIA L r- To --f,!M"'AI*::--'6i:ffiffi:i~1'mo.......f''J--'=.:!~*----- L ~_~~_~~~----~--------