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HomeMy WebLinkAboutOC1968-0736 - ESTATE OF SMITH4;:44#;)A'...,..t L PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate For~ Estate of J.\ly.~.:r.9:..L.,..S.:mith.___ -..---. Deceased No 7J.6..9.f._19.6.8 __A.A. Fiduciary At...J..De.Me.di9.~E.aq . ~~cl ~~cl Decedent's death .9.~t.9.1:?~X..J~.l ~9.ft7.Grant of Leltters .9.~t.9.R~X ?}I H~9.7._.-.. This is the account filed in this estate If there have been for~er'accounts'fi'led in thfs estate,iist t"i1e'number or 'number and term _. Election to take Under or ~will.(cross out one) Date Election Place of; Filed _...................Record __. Name of surviving spouse ,__J~QXl:e..,._..._,.._ _ ..._.__.___.__..._...__ List issue,where material: Did decedent marry after execution of will?{indicate):~Xs.No.Any children born after execution of will?(indicate) ~No.If answer yes,name the'm ____.__...__.,.__.__.... .__._-. Leg,atees Elizabeth Smith McBurnie Relationship Neice Interest Diamond Ring Fiduciary,jf deceased or not sui juris sui-juris 1 J.Branson Smith Brother-in- Law EntireResidue sui-juris List,if exceptions to above: None If partial intestacy,give facts: Adeemed:Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.No. If any exception give cause:__.._!.),.9.p.&__....__.. File copy of Notice . and date of maiii ng.__:!.\~gg_~.t J9-,_..J.9.6.~_.__..__.___..._.__._...__..._____ .__.. ..__.. Is estate subject to the filing of a Federal Estate Tax Return?E:9 . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $3.1.6.•.18 . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant... 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. 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: Balance for distribution per account, Itemize any additional debits not shown by account: Total·additional deb.its (Add) Itemize any additiona.l credits not shown by account: Russell Marino,.Filing Inv.&Account. Russell Marino,lnheritance Tax.••. Total additional credits (Subtract) Balance for distribution $:"::~.':'.::. .$19.00~ •316.18 $..33.5•..1a . $..2.J.Q1A.6.5.. $..J.7.7.k.~.6.1 . ,,; If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); One Diamond Ring.. . . . . . . . . . . . . . • . . . . • • . • .$450.00 Balance in cash. ... ,-~~ If Family Exemption claimed by Petition,give place of Record:':'.::::.:.....•.......................................................... If Family Exemption is claimed at audit,give name,relationship and basis for Claim:':'.='=."=.':'...•...••••..•...•••••.••.• List any advancement or distribution on account that has been made,and nature and amount of same: 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 .sh.ar~s being stated in proportions: J Eliza'beth Smith McBurnie J.Branson Smith COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. Neice' Brother-in-Law Diamond Ring Entire Re sidue The above named Fiduciary or representative thereof, being duly S.W.Ql:XL doth depose and say that the facts set forth in the foregoing petition are true to the best of his knowledge and belief. ....SYl.Ql:n :..:..::.,:'.:to and subscribed beforeme,!his_6tL:_~aY~:~-:~!:.t.e~.Q:;;.:,f"19...Q.~1 Signature of Office .:<C!t:t....JJ..i/.l:-//:!M!.£:P I --•...... Title of Officer ~.:>~.<?~~X.Y.~~~.~~. Office expires .E~R 1Q.t ~.9.Q.9 . And your petitioner will ever pray,etc. -64---Il-huj~------------------- •'!'!'!''!'~'!'!'I'••"~. r'~-#/\',"f:~l (). -,..,I-...'".....' :;.;~..."~.. f.'_(\"~-'01',~'f·ftt \\ 2. 3. 4. 5. 6. 7.- 8. 9. 10. fl • " ~ No..?}§.~9.f..~.9.~~_A.A. Estate of ALv.e.r.a.:L•...smiih . Deceased Fiduciary...A...J .....D.eMedio,...E:x;acuto.r--. 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.Writte0 p'raecipes of all Counsel in the case.1 Copy of order appointing Guardian ad litem,if pertinent. Copy of Order appointing Trustee ad litem,if pertinent. Proof of service of above. Letters Testamentary or Administration C.T.A.or an attest copy of Will.~ Copy of inventory and appraisement.\. Proof of advertisement of grant of letters if not filed with account. CertificSfelLC;:il J,I;ie'1?1 c:i,?_case any of the funds fdt;!.i::ljsflJi·qutio~~rcl~e from judicial sale of real estate'."",J,)J d SW~~~(.~m~r.1 ite~~J.~ed _:Iections if any dlsfnoutron'l11 Kina.d:J,~P'"I:;-."'''''viCopyofFederalEstateTaxreturn if es- tate is supject thereto.U·:1 -7 f -,_.,1 , ...........................A J.•...P.eJy~.~.~J<.?. Attorney ~2 •r I-,'\f'f . IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA ESTATE OF ALVERA L.'SMITH Deceased. ) ( )NO.736 of 1968,A.A. ( ) NOTICE OF FILING ACCOUNT AND AUDIT To the Heirs,Creditors and Other Persons Interested in said Estate: Pl~ase take notice that the fir st and final account of A.J.DeMedio, Esquire,Executor of the above estate,was filed in the Office of the Register of Wills of Washington County,Pennsylvania,on May 24,1968,and is docketed to the above number. Under'the rules"of said Court,said account has been set up for ;t ...) "~ audit before the Judge of the Orphans'Court of said County on Monday, September 9,'1968,at 1:30 o'clock,P.M.,Eastern Daylight Saving Time. You are furth;er notified that if you have a claim against such estate, either as creditor,heir or devisee or in any capacity whatever,that has not been paid or satisfied,it will be necessary for you to take such steps as you may find proper ito adequately protect your claim. Very truly yours, August 16,1968 .',,I'.(\ ,(,.",.. \ I • J.I ",,'.:.Y'......,. J .... ~.'c.,t' ___l;....~....;.,.~ .f ,-co' [-1\~, ~.,....:, -.;:j~.',0 to 1.S ,' ,r-_ .r:J ,:.::::;~i:-,..~:-:...i."-- "r::.r 0:';~(...,~::"-,-r .,,',f)r-r·v,~",,\..-f Q ,, "..,..~.,'(.J.0 -Q:: .'~ . I ~'"""'-- -..1'"<--..., ,..........--..~·-.f ~-':;;.'f :::('.;.;:,-.!- -')~-y~}£'·~'~,f~-'::-2 ;..:':'i--".- r .' '0', ,". .,.' lJn tqr (@rpqan5'aInurt of lIa511iu9ton OInuntl1 In the matter of the Audit of Account in Estate of ALVERA L.SMITH. Deceased. TO THE AUDITING JUDGE: No.736 _______•19~,A.A. Enter__--'m~y.J_-----,appearancefor the accountant in the above entitled matter./ 9th day of September •19~ 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.736 68________,19__,A.A. In re Audit of Account in Estate of ALVERA L.SMITH,Deceased. f7") 't;;. C) !..J...J ---J ~-~-.... .. f"j a: ~~..,~~'--...: o_f •~. c..l.J~ f?C,') ~-: at:r.>;-:-J-::-..JC'"..:-.":-£,-:.- -c.; -1'"'.- i;:,'-<.i(':it;;gC5 '"'-Jc:: 'rttrripr AUDIT fnr .Apprttrtturr FOR A.J.DeMedio,Esq. Attorney ~2 .' ~---~------------------------------------------, lilt t~p OOrpl1nltB'<nnnrt nf mn!i~ingtnlt <!Tnnltty 736 68ESTATEOFNoOf19 /~:x: Alvera L.Smith..............................................,. .............................d.~.c.~.~.s~.d.. In the matter of the ~,t.r.§.t....and..F.il'l.Jl1 Account of A J..,p..e.t1§.di.-Q . ......................................Ex.e.cuto.r.. ADJUDICATION AND DECREE And now ~~!?~.~.~~.~::~t ,19..~~..,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the balance for distribution in ithe hands of the Accountant is determiried to be $1.,.71.2 67 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. I I - I ~~L_--~ann~nn/;L.t4~n..n__~V-: SCHEDULE OF DISTRIBUTION Balance per account .$....~"..:1-.Q1.11.B5 Ac'ldi tional credit asked at audit 335.18 Balance .1,772e 67$. Deduct Clerk's Costs &Receipts . Attorney A.•....;r.,:O'~J1~~.iQ . Elizabeth Smith McBurnie,niece,specific beques~ in kind of diamond ring,held in kind and distributed as such at the appraised value, 13.00 4$0.00 $1,309.67 J.Branson Smith,brother-in-lew,residue,1309.67 No belanc e o c_.~ ') .. 0.....0 ~cr n :J Z n -+0 -+!=> t:t 0 c :r .-r (1) ~. (1)~3 , =0 0 , t:t .....0.....:t ~...,(1) ~ .., 0 0........ ~. ..... = .-r:r := (1) ~:=t:t ~, aJ~.., tot~ t> ~ t> .. (ltnmmnUUttaltq nf Jltuu.ayluauht,l lIa.aqiugtnu (!lnuuty,j .as. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 23rd day of October A.D.1967 ,before me, Josephine M.Douglas ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of Alvera L.smith late of Borough of Charleroi in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and A.J.DeMedl0 the Executor in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Josephine M.Douglas ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said A.J.DeMedio 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 Offic1e,at Washington,within ninety days from the date hereof,and to render a just and true account of s'aid administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this•twen ty-third day of October in the year of our Lord one thousand nine hundred and sixty-seven. .< I !!!.::=i !::... trJ 1 ~~~!:::81 : Clot Hi jaII.:a:i !~0 CIl!......III I N '.:1 I-.31 tClot<a I-<ienIIIQ:li'.:1 p;j!:...>1Cot~i :......<!!...... I iClot~~ 1i f..... (,j ... BE IT REMEMBERED that I,,ALVERA L.,SMITH,of I Cp't'rleroi,Washington County,Pennsylvania,being of sound mlnd,memory ang understanding,do hereby,make,publish and declare this as and for my La6~Will and Testament,hereby revoking and making null and void any and all Iwills and testaments,or writings in the nature thereof, heretofore made. by me at any time FIRST:I direct that all my just debts and funeral expenses be paid as soon as conveniently may be after my decease. SECOND:I order and direct that my body be decently,interred in a concrete dingbut not limited to all of my dishes,cups,saucers,plates,meat platters, gob lets,tureens,chrystal ware,sherberts,forks,spoons,knives,and IFIFTH:I give and bequeath to Zena Pace my linen breakfast cloth and my new Iunhemmed linen tablecloth and napkins. !' t Ii lI~ti t~fI\! t, III! I! \I \ I II I I Elizabeth Smith McBurnie,my ,'-1- I give and bequeath to Viola Fear my antique rocker with a needle pointSIXTH: seat which was hand embroidered by her. I ISEVENTH:I give and bequeath to my neice, Idiamond ring. i I .Ivault in the lot which I own in the Monongahela Cemetery and that there shall be I erected over my grave a substantial headstone. \"~ THIRD:I give and bequeath to Esther Colyer all of my silver and china,inclu- Isimilar articles of household use and ornament,and my white linen tablecloth Iwhich was hand embroidered by.me. !IFOURTH:I give and bequeath to Eleanor ,Stark my white linen hem stitched tablecloth and napkins. "-I ", [ It I , t ~...'.~.. \ > ifftf!.~~..~-....;.I 1, !•,1•It1kf1\t , I-I,t, • !i~ ~.If·I ,. !; I 1. I t,l,[itI fIiI \I~ \ r, I t t~ l I, I I r I I IIr!Iff IIf r t !{ !, f , I t; ~ \rt I , t ,, t \I It tI!II1I \I\ t!i, ii!f! 1 day of September,A.D.1967. ,' witnesses thereto. in the presence of each other,have hereunto subscribed our names as day of September,A.D.1967,subscribed on the foregoing page and at the The foregoing instrument,consisting of two (2)pages,was on this 25th sence of us and each of us,who thereupon at her request,in her presence,and vania,on this 25th sealed,published and declared to be her Last Will and Testament,in the pre- paper upon the foregoing I have also wri tten my name at Charleroi,Pennsyl- end thereof by Alvera L.Smith,the above named testatrix,and by her signed, IN WITNESS WHEREOF,I have hereunto set my hand and seal -.. Executor of this my Last Will and Testament. to this Last Will and Testament,contained in two (2)typewritten sheets of NINTH:1 hereby nominate and appoint A.J.DeMedio,Esquire,as the r'emainder of my estate to my neice,Elizabeth Smith McBurnie,her heirs and assigns forever. predecease me,then I give,devise and bequeath all the rest,residue and However,in the event that my brother-in-law,J.Branson Smith should death,I give,devise and bequeath to my.brother-in-law,J.Branson Smith. EIGHTH:All the rest,residue and remainder of my estate,whether real, personal or mixed and wheresoever the same may be situated at the time of my ..COpy OF INVENTORY Notary PubUc A.J.OeM.clio , Alvera L.Smith. Alvera L.Smith /' May.68 16th lnnentnrg aub Appraisement of the goods and chattek,rights and credits which were of•••••"~.~!:.~~~~~~.~~~::...late of ~~~~.~:!.~~.8~~~~~.~~~.!:.!.!.t . Washington County,Pa.,taken and made in conformity with the above affidavit. REALTY:. NODe. PERSONALTY: Money on depo.it in Chaderol Federal Savinge and l..oan A ••oelation,Charle~ot.Penn.ylvanla.......•....•••• DOLLARS $Z.406.34 CENTS Money on deposit in Pitt.buJ'lb National Bank,Chaderoi.Fa.. .1,4Z6.14 One Diamoad Ring....•••••• ••• •••••• • • • • •••450.00 'f- ,, TOTAL •••••••$4.282.48 .' . ".." ,, "I ,, ,.." .. The Fir'st and Final:A~count,of A.j.DeMedio,Esq.,Executor of the Estate of Alvera L.Slnith,deceased,late of the Borough of Charleroi, Washington County,Pennsylvania. The Accountant is charged as follows: As per Inventory and Appraisement,filed: PERSONALTY. REALTY•••• ......... ..... ... ..•$4,282.48 None Total Assets of Estate, TOTAL . .... $4,282.48 Total Amount of Credits Claimed, Balance Due, i'. 2,174.63 $2,107.85 . ,r .. ,I'.,".." .~....,.,I .•,", ..~,.,,.....0, f ,"-The Accountant claims'credits out of the assetsl~..,. of said estate,to wit:.;",, DATE NAME OF PAYEE REMARKS 10/23/67 J 0 s ephine M.Douglas Probate will $17.00 10/23/67 Guy Rogers Trip to Donora to probate 15.00 will 10/27/67 A.J.DeMedio,Esq.Legal services rendered 30.00 10/27/67 Schrock Funeral Home Complete funeral 1385.00 10/27/67 Alverda Krivacek Private duty nur sing 154.14 , !10/27/67 Washington County Reports Advertising 12.50 I I 10/27/67 The Valley Independent Advertising 10.50 1/11/68 Clyde I s Superette Grocery bill '4.19 1/11/68 Charleroi-Monessen Hosp.Se rvices rendered 8.40 1/11/68 Kurtz Monument Co.Headstone 105.00 1/11/68 Bell Telephone Co.Final telephone bill 1.15 5/1/68 A.J.DeMedio,Esq.Attorney and executor fee 428.00 , I5/1/68 Evelyn P.Dolnack Notary fe"e s 3.75 I TOTAL $2174.63 I I ,I , .."'•, ,,. I .,,, . • Washington County RepOrts r I xn~XM:xMJUDI::lSmRem Wasbington,Pennsylvania (PUBI.ISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION 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. •••• • • • • • • ••• • • • • , t In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 178+Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON t ss STATE OF PENNSYLVANIA (• Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publis'hed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: November 2,9,16,1967 that the affiant or the corporation in behalf of which he is acting is not interested in the subject marldtef.s·notice or advert~'s'nd~ha,al\;O~I~elegations ofthisaffidavitastoe'e,_p~a,ceIJd chara r the _bHCati a tr~e../ Vl);tJ .r?l·V~ Sworn to and sUb~e me thj~"""'''''''''~''''''Edit;; .!.~.~/.da~:f...~~.y.~.~9.~},19L..? .....~.r;lL.c...~:.~. tary Public 'j{ATHERINE C.YAR otary Public Washington,Washington Co.,Pa. My Commission Expires November 1,1969 SMITH,ALVERA L.,Dec'd. Late of Charleroi,Washington Coun-ty,Penna.Executor:A.J.DeMedio,205 FifthSt.,Donora,Pa,15033Attorney:A.J.DeMedio,205 Fifth St.,Donora,Pa,15033 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.51 of April 24,1931,P.L.61 State of Pennsylvania County of Westmoreland }ss: 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 Westmoreland counties,Pennsylvania,and elsewhere,published in the City of Monessen,Westmoreland County,Pennsylvania,that it was established June 28,1902,since which date The Valley Independent has been regularly issued in said county,and that a copy of the printed notice or publication is attached hereto exactly as the same was printed and published in the regular editions and issues of The Valley Independent on the following dates,November 2.1967 November 9 and 16.1967 Affiant further deposes and says that he is General Manager of The Valley Independent,0 dcilly 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 thot all allegations in the foregoing statements as to time,place and character of publica- tion ore true.d--y---~./)2 F~ COPY of NOTICE .'Lelter~te~t~';;~nta;Y on the estate 0=;1 day of Nilll~~q,,-' C~i;J'I..$I.!Nota~ry-''Pubiic d.r~'llIie'''''''1 -u''"..~;i'ce.;(lkdOr..~.JI."lfes My commission expi res ._~._~_'_1:Al_"-J-:t;I-r+/-:;9(-1f--+-1----~-,-::--- STATEMENT OF ADVERTISING COSTS: A:J.DeMedio,Attorney at Law 205 Fifth Street Donora,Pa,15033 TO MON VALLEY NEWSPAPERS,INC.,DR. For publishing the notice or advertisement ottached hereto in The Valley Independent on above stated dates $10.00 Notary ,:.....................................$.50 Total $J 0.50 PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Mon Valley Newspapers,Inc.,publisher of The Valley Independent,0 daily newspaper of general circulation,hereby acknowledges receipt of the aforesaid advertising and publication costs ond certi- fies that the same have been duly paid. STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: ~-----------~------------------.",. The within named Accountant being duly sworn according to law,depose and say that the above account as stated is true and correct as b.e verily believe. Sworn and subscribed before me this 16th . T"..•.••••••••••..•••.•.••19..6.8 . .otar "j,rdDe~;mpa-~,..~*'". My,Comm?Exp:lFeb.10,1969-~;- ~,,--.... Washington County,55:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule o,4.Court,Pr1 efrence by proofs thereof filed to No tL~.:te~.~..Jp.1.;)..vp Wi'"""s my h.d ond official seal th;s l~~. doy 01...'.,..........\'..19ltl -~\.~. Register of Wills .~"0 ~<II "0 a ~...,~...,...d"~CI)~~•oj~...,q 0 00""s=~Co)·s=~~~ tI 0 G.l Q).· 0C)~.d ....:<)<II C)...,0 ..<) ~~9 -<rii Fi LE'O 0 ~d<ll ~...,:a...h J.-,j Q)0~Q)[)<U .... ~...,~»~s=~H Q)0 Q) ~fi:<~~til '8 ill s= 0 Iocr)qllY Q)iE AB...'"~oi ""lOu 1'.K ;24 PN ...0 ·...,t ~r:<lEo<0....,~J -<'M:.:'l-<•'U ~r:<l "~Eo<0...:j ~.<)~00 ~r:~SSE1.l MARfNn <)Ir:<l <rj oj (]J,RLISTEH Of WILLS .:...~~l ~9 :a :~ ~...,til ~~0 -~-bf; ~....,Q) Q)~~...,:t ~~~"-I ~I g ~ ci -,j ~.:a;Z '~i -<,.....~JJtU.: { -. ,,"\;.",')...~.,)- .......-'.......:'. ~T. .'"..,/-" ~•I.........." ,.