The URL can be used to link to this page

Home My WebLink AboutOC1968-0625 - ESTATE OF WAYNERIN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF ROSALIA WAYNER,NO.63:::68-625 DECEASED FIRST AND FINAL Atc6uNT OF LARRY P.GAITENS,EXECUTOR SUMMARY SCHEDULE A PRINCIPAL-PERSONALTY· Receipts Page 1 $250.00 Amount transferred from Principal- Realty for Distribution 8,861.47 Disbursements Pages 1 &2 Balance SCHEDULE C PRINCIPAL-REALTY ,tt:$9,111.47 ~, 3,288.54 c $5,822.93(. , $10,000.00 '-c1,138.53 Receipts Page 3 Disbursements Page 3 Amount transferred to Principal- Personalty for Distribution Balance NET BALANCE THE BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL-PERSONALTY Household Goods Delivered to Theresa Wayner,Daughter (See Exhibit No.1) Cash on Hand Balance $8,861.47 8,861.47 $250.00 5,572,9:3 oo~oo $5,822.93 $5,822.93 SCHEDULE A PRINCIPAL-PERSONALTY RECEIPTS 1968 Nov.15 Inventory filed Amount transferred from Principal- Realty for Distribution $250.00 8,861.47 $9,111.47 DISB URSEMENTS Family Exemption Theresa Wayner,Daughter 1/000.00 Administrative Expenses 1968 April 19 Register of Wills /Russell Marino Letters of Administration 22.00 May,3 Washington County Reports Advertising Grant of Letters 12.50 May 6 Observer Publishing Company Advertising Grant of Letters 12.50 August 7 Larry P.Gaitens Attorney's Fee 500.00 Nov.15 Register of Wills /Rus s ell Marino Filing Inventory 4.00 1970 April Register of Wills /Russell Marino Filing this Account 19.00 Preferred Debts 1968 Aug. Dec. 1 24 Frank J.Nation Funeral Expenses Kurtz Monument Company Grave Marker 1/315.02 130.00 Amount carried forwardS'3 /015.02 .. Amount forwarded $3,015.02 Other Debts 1968 August 2 Columbia Gas of Pennsylvania Final Gas Bill $3.15 2 Bell Telephone Company Final Telephone Bill 9.96 2 R.F.Kleinschmidt,M.D. Doctor Bill 15.00 2 West Penn Water Company Final Water Bill 14.09 2 Howard Kress,M.D. Past-due doctor bill 155.00 6 Brody's of McDonald Balance of Charge Account 62.71 Sept.20 West Penn Power Company Final Electric Bill 13.61 273.52 "$3,288.54 1968 Nov.15 SCHEDULE C PRINCIPAL-REALTY RECEIPTS Inventory filed DISBURSEMENTS 1968 July 31 Proceeds of sale of property located at 143 Arabella Street McDonald,Pennsylvania Pennsylvania Transfer Taxes Pittsburgh National Bank Judgment Note Pro-rata share of 1967 Taxes Recording Corrective Deed Gaitens Agency Andrew Gaitens Real Estate Commission:-6% Amount transferred to Principal- Personalty Account for Distribution Less 100.00 342.57 88.46 7.50 600.00 8,861.47 $10,000.00 EXHIBIT NO.1 PRINCIPAL-PERSONALTY Theresa WaynerI Daughter: Household goods delivered Inventory value $250.00 $250.00 bObserver.Repo':te~ WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,ws amended. Commonwealth of Pennsylvania"County of Washington,S5:. Pel'sonally appeared before me,a Notary Public in and for said County and State,gi.~.h.~.~g §.~g.QW.~.~,who being duly s,worn according to law,deposes and says tha;t he is the ..~.e.c..r.e..t.ar-y . of the Obs'erver Publishing Company,a Pennsylvania corporation,and its agent in this behalf;that the s,aid Company is,the owner and publisher of the Observer-Reporter,sucCiessor to The Washington Observer,established September 18,1871,and The Washington Reporter,established August 15, 1808,a daily news,pape,r of general circulation,printed and publisihed and having its place of bus,ines'S at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and published continuons'1y for more than six months'prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a copy of an official advertisement,official notice,legal notice or legal adve,rtis,ement,exactly a,s printed or published in the Obs1erver-Reporter in its regular editions on the following date or dates;. ...................Ma.y Q..,1.3.~.mt.Z.Q.,J.9..6JL .. that neithe'r the affiant nor the Observer PUblishing Company is interesrted in the subject matter of said notice or advertising and that all of the aUega- tions'of this affidavit as to the time"P,l,ltce and char.a{;,ct 'Ijof publication are true.,11 //I ",/r..--'t:'-tlc.-,/./1,1 ~~___-:..~.~_..---____-__-----__. EXECU;rOR'~.NbTIc,Estate of Rosalia ,'WAYne}Donald.Pa.n Apl'll'"",ters Testam'tarY," were granted'requests all or demandsthedecedensame"arid' the decedentoutdelaytoLarryP. 1706 L Pittsburgh:l,Ja1iia 15219 "LARRY P..'ENS ~:Attorney . 102 ProfeS'!f<:li1.al Building "'.McDonald Pa..'·':.' . •68108.M0J.l.3T.:'~ Sworn to and W.26752 subscribed before me this..2.Q....day oL.May.....1..9.6.8..':IlC1~~G{{,(~~ WASHINGTON,WASHINGTON COUi;I'{ MY COMMISSION EXPIRES MAY 6,1972 ., Wl$hington County Reports =-'SOtlmtb~~ Washington,Pennsylvania (PUBLISHEO 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,published weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania.by order of the several courts oi 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: .........N~.y.9..~JQ,?;?J:9.§~.. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of,hi,,ffid>vl,"(;JJt;;"pi",,od ,h,,"toe of th,p,b!la<!oo ,re te",~j ...(f:.:.:.......2J.~t~~~-----'--~Editor Sworn to and~beforeme t~ ?~~7.d~y of...:.~~~Y..__ ,196..J? -=::::~~. Was:.in9~on,Wa.;hingtnn .Co.,Pa, My Commis:;ion Expires 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 t1lem for settlement to the Executors or Admin- istrators or their Attorneys. •• ••••• • • • • • • • • • • WAYNER,ROSALIA,Dec'd. Late of McDonald,Washington Coun-ty,Penna. Executor:Larry P.Gaitens 1706 Law-yers Bldg.,Pittsburgh,Pa.Att~rney:Larry P.Gaitens,102 Pro-fessIOnal Bldg.,McDonald,Pa. ,... .STATEOF PENNSYLVANIA,f . 55:WASHI~GTO~COUNTY,C--U--T]- The within named Accountant being duly sworn according to law,depose s and soy s that the above account as stated is true'ond correct as b.~verily believe, ~Swom ond subscrt';'d before me this ~_?_":i _ day Of;;~-------.;,---------19212__ M'.I~--~:-~::!:~----- Pittsburgh,Allegheny Co.,Pa. My Commission Expires Deeember 5,1971 Wa1shington County,ss:I do certify that I have given legoal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs there~f filed to No ..ta3.--::..1tJ-:..3.70 . Wi'fness my hand and official 'Seal thiS__"3/~.... daYOf_~~_~~ _.'. -Register-of Wills .. r-l ,- ...,;...,... f '>:l -....l;j ,," 0 :~~1Co) <1l ~:g..c:,""'~\...,, 0 :<:.l 0 i<l1~-...,:~:.........,... ""'<1l :0 "',"<1l :6 :""'rtI \...,~:~>:l '..-1 <1l af s::til ~§b'l rtI<1l...iE ~~\S)Po ,9 1-?....,:>.""">:l ":~;j 'r;i1 ~'..-1 ~v..0 i"";:l<:.l CO s::~<:.l >:lcdcd &Q>:l Ul.....lil ~ ...;..c:...,0)...,til ~i.~.~.~ 0 <1l :~':rtI ~...,..c:;;:...,'i H ;:l 0 .0 >:l to Ul ""0 +oJ >:l t'-..+oJ'..-1<l1 ......0.. ----...,....------..-r-- RU (')r.;f~!l ~P·H\NO.....,)L-<......••••1 ~~ REGISTER Of WILLS 'iiASHINCTON CO .•PA, [:'11 r:nIIf,.",L."...H ?1 PH 12 5' ""'o, "01 ~: 0).'0:+oJ'Ul:;:l: rtI,o! 0):0), 0:~: 0):r.,:,0:~..Uli~:s:::0),......0):s:::rtI +oJ':>i s::'..-1'rtI:-..-I rtI:~:~~!rd s::0..',•..-1 rtI ....-l >.i,'ro.~1-0:tJ:1 •.~:a~:;:;rtI:0::4 .....H' L() N to Ico to I C") ~i oz '.""'"...-_.~~--~~----------~---------------.1 '. •.., -j~\• • .'.."""<'.,.. /, I "'., ~. " i\ffi~uutt (@f 1£xrtutnr .(@r i\~miui!itratnr &tatr Df Jrnnsyluuniu.t C!lnunty Df mU!iqington ~55: ,\ Personally before me,the undersigned authority,a..N..Q.t.ar.y.&bli.c.inand for said County and State,appeared Lar.r.Y.:.J?G.ai.t.e.nS who,being duly sworn according to law,deposes and says that 'he is the executor roxadmin:isa:lator of the estate of ................................Ro.s.~1.ia Way.n.e.r.deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of RQ.s.ali.a W.ay..n.e.r ,' deceased,except real estate outside,the Commonwealth of Pennsylvania;that the figures opposite each item of real and pers,onal 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 Ndn'HliiSffat&./J-h Sworn and ,subscribed before me this........................'!----M~'-' .day:!,::=:::=::::::::::::::::::::=:=:::~~:=:::.::..____"-'"/7"'E~~[~~~~Ad!~;_.._. ADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory mu~t be filed within thirty days of discovery of additional assets. S.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-SS, Over $10,000,including Copy of 'Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- clUding Copy of 'Vill 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 lInnentnry nub .i\pprni.apturut of the goods and chattels,rights and credits which were of RQ.s.alia Yl.as:ns..r..1ate of !YJ.G.P..QngJ.Q ;. Washington County,Pa.,taken and made in conformity with the abOlJe affidavit. PERSONAL ESTATE SCHEDULE DOLLARS CENTS House hold Goods REAL ESTATE SCHEDULE All that certain tract or parcel of ground situate in the Borough of McDonald}Washington County, Pennsylvania,being lots Nos.376 and 377 and the Northerly 10'feet of lot No.378 in the Frances A.'I O'Hara Plan of Lots.Said plan Being of record in the Recorder"s Office for Washington County,_- Pennsylvania,in Plan Book Vol.1, pages 50 and 51. 250 00 .. --~._~--- o:::l (0 «:'""0 -.J a...-,..-.J~t,..4'..t '::r-':::-'.0 r."':!:;\'i.~<-)""!"c!_..'~.. ...~~.~~l.~~ZQ.... 0'"0.,--."CL r-t1w.Dll:w>J;(,,0 LU ,!J',,:.1 r-Z:;l)</)~0) 0 U) ,<=l ::::>_J 2: X l,.1..J -<C.::-~-"-'"c::;,)>I I 1"-- it-~...=t>.. ---~~--~-----~-~"""'-,----"""""'"'--'~-"~-.~.'-'"'~'-~=~=='~T:~~-te-F-orm,/'1 PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Estate of ~.I??~.~~..~?y.!.1.~!"------------ Deceased No..__.~~.:-.?~:_l?_~~......,.....__..__A. A. Fiduciary_1.Sl-Xr.Y...r.!G.9.~~~m~..______..__. Date of,Date of Decedent's death..~px~JJQ.cJ.~.9.~....__....__.Grant of Leltters....~1?_r~L~~.L).~.~.?....--.--....---------"---- This is the ..__.JJG~:t;..Sl-.lJ:g__nn~L __... ..__..__..account filed in this estate ..--:..,-'"",.c .\.NotA licableIftherehavebeenformeraccountsfliedInthisestate/list file number or number and term ...P.P....... Election to take , Under or~twill.(cross out one) Date Election Place of; Fi led J:fQt!.\p.p.~~~_9.p.J,?_____Record \.N9~..9.P.p.U.9.9.p.J,~ Name of surviving spouse...N.Qt..applic.able ......'"...,,..__.__. - -..--..----------.-- --.--. List issue,where material: Theresa Wayner Did decedent marry after execution of will?(indicate)m{No.Any children born after execution of will?(indicate) ~No.If answer yes,name them .__.__.__. .__. ..__..__._. Leg.atees Theresa Wayner Relationship Daughter Interest Sole Legatee Fiduciary,if deceased or not sui juris List,if exceptions to above: No exceptions 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.)Iff!f.. If any exception give cause:..NgD-.~.... ....__...__... File copy of Notice ...Personally dellvered to Theresa Wayner ten (10)days ago.and date of mailing . (September iB,1970.) , Is estate subject to the filing.of a Federal,Estqt~Jax Retur~(..~~.~:o••••.•.•::.•,..••....'...••••••.•••....••<,". Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $i..:N.Qne ::,. 5.,: If the Will makes any portion of estate subject to a life-estate,give name and birth date Glf life tenant None . Give Names and addresses of all unpaid creditors who are legally entitled to,notice,together with the.amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudicationt and a statement of any other facts deemed necessary for the preparation of the adjudication: None :- Balance for distribution per accountt Itemize any additional debits not shown by account: Total additional debits (Add) It·emize any additional credits not shown by account: Total additional credits (Subtract) Balance for distribution $-:-:.Q::. $~.~.~. $5.+B22 .9.3.. $5../.8.2.2.A.9.3 ,.~,.- If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Household Goods -Delivered to Theresa Wayner,Daughter .'S . ". b .'h ."'..:...;,;.......~...............-:~~.~L~_._..•_ $250.00 : If Family Exemption claimed by Petition,give place of R~rd:..•.J\{Qn.~. If F 'I E·t"I'd 't d't 'I t'h'db'f CI',Dauf'T.'hter who residedamiyxempIonIScOImeaauI ,give name,re a IOns Ip an aSls or alm ~. with her mother at the date of death. List any advancement or distribution on account that has been made,and nature and amount of same: Family Exemption,TheresaWayner ••••.•..•.•...••$1,000.00 Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance js not in cosh:residuary shares being stated in proportions: Household Goods (See Exhibit No.1)$250.00 Cash $5,572.93 COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly .s.w.Qm 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 his.knowledge and belief,It ................................................and'subscribed before me thiS----Jf.day OL~~.9-?_-- _u_m_~____umu 00 Juummuu_____mu_umm_uuu_u_u__ Signature of Officer cf(,t:./..~~JarryP.aitens Ttl f Off &-7 j)-,JL ~Al (.~.leo.Icer··..······..·~e....o<J.-&?t.-sr Office expires ..,"". No.§_~_~Q~_::R2_~...._....._...._A.A. \,Estate of__J:~2~~J~_C?:_W~¥.ner......._--_------_. Deceased Fiduciary__....~E~._~.·_._g.C?:itens......- -_---___..-- ,~ ., PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL S"lll h\dO:}'!]1S:1 O.31i I, ,. 01 M'O~Jf)}oJ.,!lll~l,_t \.o,!r~ <,<1 '\1d '·00 NO.1;)NIH S'Y!J\\ BE Z.I Attorney Larry P.Gaitens I Es quire ~2 Counsel of Fiducidry will submit herewith the following/in conformity with Court Rules adopted effective:December 3/1951/being rule No.9:pa rag raph 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 if es- tate is subject thereto. Il[ ! ~u tijr Qruurt nf Qrnmmnu JUran nf manijingtnn Qruunt!} ®rpijann'Qrnurt 1lliuininn In the matter of the Audit of Account in Es,tate of__....[Rlo.I.oJJs:1.Jaa..L.1Ju·a1.....!W'I.JLCa1.;y~nus:;e:J...rpfJ { TO THE AUDITING JUDGE: ..J3.3-68-625 Enter__--=In:.:.,YL---.ap'pearance for_---=t:;:;h:..::e:......::E:..::s:..:t:.::a:.:t-=e~o.::.f...:.Ro:..:::..s=_=a.::.ll=.:'a=--W~a:.:!y...:.n-=-e=.:r=--_ {Jt-t <Z,~/%day Of_-..:!~=F4-;f:._.,19J..JL N.B.-Counsel shall,by separate paper,present a concise statement of each claim,woith 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.63-68-625 In re Audit of Account in EstaJte of Rosalia Wayner .' AUDIT 'rur.dpr fnr i\ppraraurr IFOR The ~q~e_of Roglia Wayner ~~-TiJ---:;;O (/)0 c::~=:-(I)c:>r--·r·.....~,~., t3... en ~::r -0 ~6g~.=f"'q 6-"-"- -"......-~.-----_.~::;:;?: u r-0PC/)'"" Lv= LJ9R£Y P.G/l-IT6J<J-S> /C)...()~L /f'tPy£,e'S LS~£70- P/1T-5~t/e(f--H)Pfl /o~o Attorney ~2 QLuunty. ESTATE OF QLnurt of QLumntuu illrus uf lIus4iugtnu Jruusyluuniu.®rp4nns·QLuun Iliuisinu 63-68-625No._ Rosalia Wayner,First and FinalInthematterofthc:..e _ deceased.Account of L_a_r_r-,Y",-P--,,-._G_a_1._ot_e_n_s__ Executor ADJUDICATION AND DECREE I \I I $5,822.93 SCHEDULE OF DISTRIBUTION Balance per account 1 And now ,19-1.0-,this matter came on for hearing, audit and distribution at this session and testimony a en;and thereupon,upon due consideration thereo~t~~alffce for distribution in the hands of the Accountant is determined to be $ • •and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions here-to be filed sec.reg.or an appeal be taken herefrom sec.leg.,e' Balance..._$5,822.93 Deduct Clerk's Costs &Receipt~s _ Attorney Larry P.G8 itens Rus sell Marino,Agen t,trans fer inheritance tax,.$348.27 Interest from 7-10-69 to 11-26-70 28.79 Theresa Wa.yner,daughter,residue,including cash and household goods and furniture,held in kind and di s tribut ed as s uchat the a.ppra is ed value,credit to be taken by the accountant for funds &items advanced prior to distribution by the Court, 377.06 j<t 0 r~:J'Z.... ~i'g -+p :::::----' :r ?,?f ty i I:(1) YO+.a 3 ~S-o 0....i......, +-\0a....:rS·(1) t = p ~& S .1.~~~~ ::::0 ('Y)(.f)<!~0 -l a..e-....l Z _I c:::$:0:r.:.r.r.(.) 00-Q...-;..u........c>..o(~~ 0 0...J cr:1--l..O ..-.1 LL.1 u.J r.};.W'ZV.Lt-·" •~.t UJ::;::..c:::l {if)-_._....z=:.::)(...?(/) a::LU <t: c=J c:::-Lt_1--..'" r r r ELECTION TO TAKE IN KIND I I THERESA WAYNER,hereby elect to take the household goods in the Estate of Rosalia WaynerI No.63-68-625 in kind. / co en .,,;£<"""'l 0 _1 a..Z -I"...~-:::0 ~.~(.)k:'..~'.:'"tJ_Z0-C).t'l,C!-.~':r:;r---<-Cl _I '"...1..1 {" L.1J 0 !-:z(,0 if)::r::;:L~.<.0c::::J ::J (9 rJ)_"",,":~:Ji %0:::W <1: c~..,.,. c;:):> i r--•""........,..".= \ 1 ~:,I -2.(.:.•.:'-.......... IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA In re:Estate of ) ) Rosalia Wayner,) ) Deceased ) ACKNOWLEDGEMENT I,THERESA WAYNER,daughter of the above-captioned decedent and sole legatee under her will,hereby acknowledge the receipt of One thousand ($1,000.00)Dollars as payment toward my distributive share. WITNESS: Theresa Wayner {/ / ·'~:-Jl'J. Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF· ..........................;Q::::~;:;:.:E ..ES~~~..~.~}:::u:v;:OF (State full name of decedent) Late of W8:.shington County ADMINISTRATOR --------------------~------~--~------------"""/IMPORTANT:This return must be completed in detail and filed in duplicate,with will Register of Wills of the County where decedent resided;Return is due within one year date of death,unless an extension is granted by the Secretary __th~_Jnheritance_an!lEstateTax Act of 19.61.) .LarryP.aait.ens. :ARWH~XOC of the estate of the above-named decedent being duly sworn,deposlSq and Say:S ..Executor .........10.\19 6..S ,ftestate 'leaving a last will,copy of which is hereto aU·ached.} (lIay).(Year)L ii»X:OCife . Decedent·died ....,A,P.:rJJ (Month) 0"':::':::':::';:;,:'..:':::;::::}.....tjg6YL~~y~~;t~i~g.'.pi tt~burgh,Pa~i52i9··..·..··......··.. whom all correspondence should be .. mailed.'--..." That as such :g;.~!?.9.y.t..Q.t:deponent is familiar with the affairs of said estate and the property con- (Ex"".utor·AdminiBlrator).. stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered iIi 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:-none NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT none 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,arid 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 agre~ment they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortg8e:es held by decedent and of all claims due and owing decedent a t 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,wi th 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 policles carried by decedent;all annuity and endowment co'ntracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent 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 ~ther 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 regapding 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 cony 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 pow~r attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth ~ll 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","en,"E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this . ................................................day of ,19 . ............................................,"..-. (Street Number) ............................................................................................................................. (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENl}E. BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" .tEAL 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 hl:'ld by the .de.cedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commol"wealth 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,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted.from this schedule. (1)(2)(3)/ DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTION DECEDENT'S MARKET VALUE (Do not write DEATH In th Is spoce) ALL that certain piece of ground situate in the Borough of McDonald, Washington County,Pennsylvania,being lots No.376 and 377 and the Northerly 10 feet of lot No.378 in the Frances A.O'Hara Plan of lots.Said plan being of record in the Recorder's 6ffice of Washington County in Plan Book Volume 1.pages 50 and 51.£~_c..e._I _~~LS-r~~~~~~~/1/f'(,1 See agreement of Sale attached. $1795.00 $10,000.00 ~~ Insert thi s total opposi te "rea l property",Schedule IIA"in the X X X X X IIAs Reported"column on the last page of thi s return. RCC-'35 COMMONWEALTH OF ,PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".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 anyundis tributed 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 MARKEl'VALUE (Do not write in this space) ~ 1 Household Furniture $250.00 ~~~~ .. - Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return. •RCC-30' COmfON1\'EALTH OF PENNSYLVANIA Tfu~NSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TR...~NSFERS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)~N~O~·._ (2)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)110 (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)__~N~o~·_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)~Nu~O~_ (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)~N~o=-__ (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 which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)_~N~Q~·_ (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 None DESCRIPTION MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. C·~M\")~WF,\LTH UF l\ENNSyI.,vANIA ll\\:-;SrFlt TI\H1~lUTi\NCE TAX lU~~Ij)EKT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY nsrRtTTIO~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 tmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-O"wners to the decedent. Description of P;ope;ty,D~te of Acquisition,N~meI Unit perce~t.;:g-;---E;tat;-I Address and Relationship of Co-Owners,and Place i Value Share Valuation I of Record of Instrument,where_Rea_~_~state.!.--l_ DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest None I II II I !IL~_JInsertthistotalopposite"Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. RoCC'-37 {l2-63) COM~(ONWEALTH OF PENNSYYL1\NIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" 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 Theresa Wayner Daughter Yes Feb.1949 Legatee . , ~.. .. - ~ ( h Deponent further says that all the above-named benefi~iaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Nonp Will Administration (No.Year . (Executor-Administrator .must complete "As Reported"column #1.) P.I<THE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF C1 ~"'0 ~ "1 "1 /'l)/'l)0 Po'"1 e..en ::l enenen0 ""h ::l "'0~/'l)e.."1 "1 Po'en 0X'0Po''"C /'l)0-"1 "1 ~0 ~'0 trl /'l)"1en........'<Po'..../'l) Rosalia Wayner Deceased Late of .McDonald REPORT AND APPRAISAL Commonwealth of Pennsylvania "''>~:r.~.........tJ:~C\it~':'i~3-:().r'\_. •.'-.J::I...~o Q c.. Q .10 ~~~~--.~. ,,\J • :~ :~: .0, oQ enc:::~ ~>~ W trJ en ....-:.;~n n?"'?"'?"n ~;;::::::--- ~~~~~~:~.~0 0....->:IS)•'1'3 a en:~.\J10~:0::0 b /'l)--... .'"0 ...... :0 .~6~-.0 :00 ....II f/'l)c..- /.-'.1 r."'T' . •<'••- rr... $7.71;:~;f.)~W1g ID.'8O",J.:.'II3S[:.')J O.~l-ll.-.' Ie:P lid County of .Wcas~~rlgt()l1 ... II '~Io"..~,..,"...... •f /f4.•.••,..... .~... ,, t, LAST WILL AND TESTAMENT OF ROSALIA ',vAYNER ,I,ROSALIA 'WAYNER,a resident of the Borough of McDonald,County of Washington and State of Pennsylvania, being of sound mind and memory,do hereby make,publish and declare thlsmy Last will and Testament,hereby revoking any and all wills byrne ~eretofore made • \,~ ITEM II .- I direct that all my just debts and funeral expens,es be paid as soon after my deoease as may be found oonvenient. ITEM.II.All.'the rest.:r'esidue and remainder " of my estate,of whatsoever kind and nature,wheresoever situ~te of which I di~sei~e~.an~poss,essed,or to which at the time 'of my death I maybe entitled,I give devise and....!.... bequeath'absolutely unto my daughter,THERESA MARIA 'HAYNER I In',the event my daughter predeceases. . me,I then give,devise.and bequeath 'all the rest,residue and'remainder,of my estate to my friend ARLINE STITSEL,of .~+ McDonald,.Pennsylvania I ITEr:l'III I I hereby nominate,and appoint LARRY ,~ PI GAITENS,as the Executor of my estate,to serve without . bond.In ,th~event that 'Larry PI'Gaitens;is'unable or un- willing to'~er~J a~Executor.then I nominate and 'appoint ANDREWJ.GAITENS,as the Exeoutor of my.estate.to serve without bond. IN WITNESSWHERBOIo'.I BO,SALIA>WAYNER,hav:e hereunto set my hand and seal this day of ~----- " I. I ... 1968,fto'this my Last Will an~Testament. ,'. ..., _______(SEAL). .' SIGNED,sealed.published an~decla~ed'.by Testatrix herein :. .. names.as and for her Last Will and Testament in our presence who.at her ~equest and in her presence;and in"the presence , of each oth'er have hereunto sUbs'oribed our names as witnesses. I .... Address •~'I ,"\ ." Address Address -2 and last- .. ~~-'-' RCC·39 .(0-0'1) r:o.(MONWEAL.TH OF PENNSYL.VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT WAYNER,ROSALIA FILE #63-68-625 April 10,1968 SUMMARY V'I ~-10-68 11-26-68Dated: FILE #63-68-625n.crorrr OF INHERITANCE TAX APPRAISER I.the undersigned duly appointed Inheritance Tax Appraiser in and for the County of #63 Washington ,Pennsylvan~a,do respectfully report that-r have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","c"and "E". ~4.-..-'~~~,~V/ INHERITANCE TAX APPRAISE~ REPo~r OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for _, County,Pennsylvania,do ",'spectfully report that I have allowed deductions in the amounts claimed by deponent,exc'~~lt 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: REGISTER OF WILLS VALUE AS REPO~rED VALUE AS APPRAISED VALUE AS REAPPRAISED $10,000.00 $10,000.00 $250.00 .~.~50.00 '----~- INVENTORY Heal Property (Schedule A) Personal Property (Schedule B) Transfers (SchedUle C) cT oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 10,250.00 ====="".:~- IO,.G50.00 ======:........-.,.======:= Valuation of life estates or annuities . • • • • • . .$---- ESTATE TAX ASSESS~ffiNTS TOTAL TAX BALANCE PAID CO~WUTATION OF TAXFORUSEOFREGISTERONLY Tax on $.--fi%$ Tax on $~lO'1o ~ Ia,x on ~b ~$.__"''',0 TEtx on $.__lfl%$ E~emptions :::==(':') Total Estate TOTAL TAX Less tax previously paid BALANCE Less fi%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 Es tate tax paid BALANCE DUE Add interest at rate of 6%from to _ $----- *=====~=$-~---- $=====:== *~._----d>~)~----- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. $-------- $------- $------- $------- $------- $ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the ~egister of Wills,for proper reason,same should be noted below,with short explanation. I J-' Will !...No.Administration . IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE·OF ~.liI,.~WJ\~. Deceased Late of . County of l-1cDONALD vlASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ......-.---,,""--~""._>--~.,,-,--._-:....._._._-.-•... j)... ·t Fonn:RCC-2 26,1968,November:,..COMMONWEALTH OF PENNSYLVANIA DATE ..................................................................................................... ~DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX Washington•COUNTYBUREAUOFCOUNTYCOLLECTIONS .........................................................··..···········..···..·········..····1 I HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO..............2,2.=.9..?::::.~.??..........................................! Whereas,......................................Ros.alia...Wayn~r ..............................................................late of ..................~.~P..~~.J:~t=-........................................................... in the County of ...............................~~.~hA~~2.~..................................................................Commonwealth of Pennsylvania,having died on the .................................:l::9....~.h.............................................day of ...................~p.~~;L..........................................68 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,............:................W.~R.~.....Qb9.P.~y...................................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ REALTY: All that certain piece of ground situate in the Borogh of McDonald,Washington County,Pa.,being lnt.~No 176 and 177 and the Northerly 10 feet of lot No. 178 in the Frances A.O'Hara Plan of lots.Said plan being of record in the Recorder's Office of , Washington County in Plan Book Vo.1,pages 50 and 51.10,000.01 10,000 00 PERSONALTY: Household Furniture 250.00 250 00 Total 10.250 00 form~V:fht;::::~:'W~·42:~~:~:;o~~~~p~r.~~n~;~~~?¥.,~~. ~;;;Z=····(:=;;=,':i)•••••••••••••.····;::: (Post Ofllce) ............WAS.H1NG.'l'QN .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ROSALIA WAYNER Deceasl{d. Late of ........M.~.P.9.~~p . Date of Death,~,P~.!~~9..1.~'!.??. Appraisemel!t Docket Vol.,.3.7 . Page,;lJ.,+..~9.No.J>.J=§.t?:::§?2 . Filed in Register's Office,N.Qy.~mP..~.;r.4.9..,19..Q.$.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,. Entered and charged,. j} 1