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OC1968-0802 - ESTATE OF SCHWAED
PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form / Estate oL J.9.~.~p.h f..·~5;.hw~~~t _-.------. Deceased No ~~.~~.~::§.O'~_A.A. Fiduciary J.QhTI..~.~..J~9.hl..aD.de.t:. Date of Date of Decedent's death :~·PE!.!..~.Q.2..J.~.~.~Grant of Letters .J.~m~..J9.•...l.9..6.8 . This is the f.j.J:~.t account filed in)this estate If there have been former accounts filed in this estate,list file number or number and term ...-........-..--_.._..-,",.::;~.,:,~.:~~."."".."..--__----_-_--_---- -__-_-__-""_. Election to take Under or~=will.(cross out one) Date Election Place of; Filed _Record . Name of surviving spouse ~9.~~_.'_ _ _ _ _ . List issue,where material: Did decedent marry after execution of will?(-indicate)'h,No.Any children born after execution of will?(indicate) X1Ik No.If answer yes,name them .::_ -..- -.. Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Sui juris Sui juris Sui juris Sui juris -5. ---6. -7. 8~ --9. fiO. Barbara Bohlander Fostina Stech Jerry Schwaed William Schwaed Gertrude Schmidt Virginia Wolf Margaret Dagarin William Schwaed Joanne Nerger Tursky Ronald Nerger ?Sister ?Sister .?Nephew 1 Nephew ;pNiece /"Niece /Sister Brother ?Niece '7 Nephew Vested Vested Vested Vested Vested Vested Vested Vested Vested Vested Sui Sui Sui Sui Sui Sui jur~s juris \JJ,)t;( ~ur~sr~Jurl.s,~- juris juris List,if exceptions to above: If partial intestacy,give facts: Adeemed:Revoked:Lapsed:I 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 paragr9P..!'_C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~. If any e«ception give cause:. File copy of Notice and date of mailing ~.,, I b' h f'l'f F diE T R ,No··:-".~'0.:°s estate su Ject to tel mg 0 a e era state ax eturn..;.........•'_ -..-.---. Actual payment made on Pennsylvania Transfer Inheritance Tax,Amount $-.1-,-40-6.50.-- - . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant_. Not applicable............---_..-__.._-__---_.----.._---.._---_------------_._.._-..-.._------.._-__-__----.---_.._.._-__.._--_.._----.------------_----.._--_.. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied, None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: Balance for distribution per account, Itemize any additional debits not shown by account: (Real Estate appraisal increased If ~(J...IAJ rJ.IQ from 2,350.00 te 3,te2 .07 -for the /t purposes of inheritances tax) $..JQ.,.~.l.z.t.9.~. Total additional debits (Add) Itemize any additional credits not shown by account: Total additional credits (Subtract) Balance for distribution $..--Non.e ..- . $...····NQne··········.....10 217.6~. $,. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Real estate to be retained in Kind .3,·162.07 -, Please note the assignments of all the heirs interest in the real estate unto William Schwaed who was a brother of the deceased and co-tenant of the property • •... .._--~.~~..~----j .. 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 Jerry Schwaed 1/1 interestWilliam~schw;ed-Il,~l/t,interest C~.'''t--oo:.:' Gertrude Schmidt ,t 1/)1.interest r' Virginia Wolf J lha interest ~~-M-a""rgaret Dagarin ,'11/6 interest William Schwaed~1/6 'int~rest 1_'/ Joanne N~rger Tursky 1/12 interest)··{~~ Ronald Nerger 1/12,interest, COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly .sworn.:doth depose and say that the facts set forth in the foregoing petition are true to the best oL his knowledge and belief. ......SW9.rn to and subscribed before And your petitioner will ever pray,etc. ....................................................................!'~rOo '!'".."!'"''''!' S me ':is·12f··to·hf'f·:day a;;~~.n#.~~~.~~"..c.~~n~n1J~.n......nnn..n Igna ure 0 Ice~/5.!..,-.L'('~~.......- Title of Officer.~l_dl!!:y:::~R.§ll.~. fRANK R.MASCARA,NOTARY PUBLIC Office expi res.....CIlABltROL.B0Rill1GtI..Yl~S~JRGIQ~.~9.~~!Y•.•••..•.•••••••••• MY COMMISSION EXPIRES MAY 19,1969 .......??,:,.?.~.:~.9.~A.A. ,~ No. ........",,~""1 ...f~"""<f if'..;~.,jI"...'' ".',/:/t' t-......,_~•I.f,-lJ ( '~ Estate of J.os.eph..F Schwaed . '.,_----_..__---_._-_..-..-_..-. Deceased Fiduciary._._.Jo.bn._L..__.Bohland.e.r ,. .............._..__.._______0 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 litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto~ ....._---------.~J ~~2 •AtWY~·· f;f t.r:''''l.J fUl.""L,!! '69 JUH iO Mit!\2 rll"jC"""cf'I I u~.tit~"iOr\<:J':;;;Ct....,1'1 !"\r\I [,• REGistER OF WILLS, W/I,SHIUOTOr{CO••PAt .' I .u';" ~ .-~- -':.) ,------------------c-----------------------------------_.---- 3Jn tl1t UDrpl1ans'cnourt of lIasl1tngton cnountl1 In the matter of the Audit of Account in Estate of_~J..!lOO~s~ee.tp~h~F~•......:S~c~h~w=a""e""d=___l Deceased TO THE AUDITING JUDGE: No.63-~-=-8_--=-80-=-2"'__,'19__',,A. A. Enter M~y'-------,appearancefor th~'above estate ~~~C€- 17th day of March ,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. >.IV=...0 < ....~< < 1 ....~0 $.tIV~.... Cot a>.s.... ::+.rtJ 0- r:<1 ::+. t .s "0 l-t<....Q>-=c ~=Ql ~0 !$.t<:.> :J<:.>..s<u «"0 enN.... Cot 0 :a •00 ::I ~::+.I <tC00ell.d Cot\0"... =QJ ~I .... It ("I')ell\0 0..., ciZ •Ie'/ In tl1t oraurt af Qrammnu 'lrUE at lIus~iU!ltnu orauuty. Jrutlliylunuin.QDrp~nus·QtaUd Biuislnu ESTATE OF No.63-68-802 Joseph F.Schwa.d,a !kla 1__.,,t In the matter of the F'ret Slid Final Joseph F.Scbward, deceased. Account of·_.....:!.J~oh!:nu-~......B!:!.lowh....1~Au.n.u.du:eu.r:....--_ Executor ADJUDICATION AND DECREE And now June )9 19..6.Q-,this matter come on for hearing, audit and distribution at this session and testimonyltaken;'and-thereupon,up~n due con.sideration thereof the balan?~for distribution in the hands of the Ac.countant.IS deter~lI:ed to be $lO.2l7.~tI-and the account is accordingly confirmed;and It IS ordered, adjudged and decreed that the said balance be paid out by the Accountant in ac.cordance with .the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be flied sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account'1 $10,21 7.64 Balonce'---I $10,217,64 Deduct Clerk's Costs &Receipts~1 Attomey .....;H~e2.rm~a~nl!.....!J!l.l.L_JB~i....g""'il....---------- Russell Marino,Clerk O.C.,costs in certifyingrealestatetoRecorder, $10,177.64 7j7/}1;Il'~ .'~9Y $10,102.64 35.$0 75.00 recording 7.50 67.50 John D.Woodward,Recorder,costs certification of real estate -Costs recording Assignments of Real estate William Schwaed,brother,the decedents undivided 1/2 interest in real estate as hereinbelow descr!bed,held in kind and distributed as such at the value of $3162.07. This distributee takes the entire undivided interest,i.e.1/6 in his own right under the will also undivided 1/6 interests from Barbara Bohlander,sister;Fostina Stech sister;Margai>etDagarin,sister;an undivided 1/12 interest from each of Joanne Nerger Tursky and Ronald Nerger;and from 'the follOWing,an undivided 1/24 intepest JerryS~hwaed;Gertrude Schmidt;Virginia Wolf and William R.Schwaed;all interest as aforesaid by assignments file.d herewith and ordered " r~corded with the certification of the reale·state,13162.07 $6,940.57 ,'.'. ,\ " • 0 ~f; ..... §t1 I, ,:;J Z n -+p ~ 0 :r , ~. c (I) ::;a 3 t:Y 0 0 0..............~ ~~ ., t ~ 0..... -+ ::: :r II (l) \.~~ ~f~:.l~ t • ;. "J ,J .i ('I (,' ,) .J __j r ", i l .. -, r ," r ., .v ...."...:', ,'-r .'",., \ 1 r t)I \ r I ! I, r r I ,-. -; Barbara Bohlander,sister,1/6 residue, Fostina Stech,sister,1/6 residue, Je~ry Schwaed,nephew,child ot Gertrude Schwaed,a deceased s iater,1/4 of l/q, residue, .William R.$chwaed,nephew,child ot Gertrude Schwaed,a'deceased sister,1/4 of 1/6 residue, 1156.77 1156.76 Gertrude'Sehmid~~ri.iece,child 'of Gertrude Schwaed,i·deceased.'sister,1/4.of 1/6 residue, VirginiaW01l'.,niece,child of Gertrude,' Schwaed,adeeeased sister,1/4 of'~/6 residue, Margaret Dagarin,sist,er,1/6 resfdue, ";~: William Scb.waed-~>b~o'ther,1/6 resid~e, JoaIifie Nerger Tursky,:niece,child of Kathryn~erger,a deceal:3ed sister,1/2 of 1(6 residue, Ronald Nerger,nephew,~hi1d of Ks.thryn Nerger, 8 dece'ased sister,1/2 of 1/6 residue, 289.1,9 289.19 1156.76 11~6'~'76 lliam Schwaed, 1i8m Scbwaed i,devisee ot .':,,... Joseph F~Schwaed a/k/a Joseph F.Schward,devi or devisee ot an undivided 1/6 interest;to Barbar-,~-", ot an undivided ~/6 interest and assignor ot s ot same to William Schwaed as aforesaid;to Vir an undiv~ded 1/24 ~nterest and assignor ot aforesaid;to Margaret Dagarin,devise~ot an di~ided 1/6 interest and assignor ot same to William Schwaed,as esaid;(0 Joanne Nerger Tursky,devisee ot an undivided 1/12 int rest an assignor of same to William Schwaed as aforesaia~to Ronald Nerger,an undivided 1/2 interest and sssigno:t"ot same to i11iam chwaed ast REAL ESTATE TO BE CERTIFIED TO THE RECORD R OF WA HINGTON COT,TNTY BY'THE 'CLERK OF THE ORfHANS I COURT DIVISIO to Gertr~de Schmidt,devisee ot an bndivided 1/4 inter st and assignor as aforesaid;,to Fostina Stech,d~tvisee ot an ivided 1/6 interest and assignor ot same to William S61lwaeaas "atore Jerry Schwaed, devi~ee ~t an undivided 1/24 intere~t and assi e to Wi11ia_ Schwsed as atoresaid;to William R~'Schwaed,de undivided 1/24 int~rest and assignor ot same po Wi11i~mS atoresai~;. aforesaid;each undivided interest bei,ns in and to allt:.title r , r '" .' \\. ;, \ ,.tt r \ I I r • .) (~,i. .', .\ .. ."~i...., "1,..<• ..' .~J.j ttl"'. ty:,,1....+-\"~= r " <) o...... &r0-i 0'.....',.,. ~.'"......,.~,~.g cao..... o""".:;:.".r (1) .~'j ."I~'6/l ".\t •-,,) ~)(, t .+-\'\ +ot ,", ~~ l ' ), " .' .. .' .f.... .....f\ ') ~\,f". \ \.... t' ", i., ,. :'"' ,') .~ and undivided 1/2 interest of the devisor in pa cel of eal estate described as,VIZ: That certain piece or parcel of land lying in t e Borou h of Charleroi, Washington County,Pennsylvania,bounded and de eribed':.:as follows: BEING a part of Lot Number 23 in tne McGow n,Alle and Colvin Plan ot'lots on Crest Avenue,betw.een Eleventh th Streets I beginning at a point on the div!ding line betwe and 24 and running We s t a distance of 119.91't Crest .11e1;thence running South a distance,of 30'to a point;the distance of 119.91'to line of Crest Avenue;th a distance of 3D'to the place of beginning. CERTIFIED TO RECORDER:JULy 7,19 9. No.-_ ~ '. "<4 ~I , \ In the matter of the" Account of "of Estate of ~ ,- 1: F"It ;:'D"•t....~ '69 JUH !0 hH I'II RUSSELL MMWH'j ~REGlSTE:R or WIU.S· "WASfHliGTOU CO,,.tr/i,.,. ,.' i Abjtroit~tinu nub ittttt ~~ «J \~ ~2 ----....,...--------------------------------------------- RESIDENT DECEDENT / "',W~~.b.j..ngt.9.P.... ".~"':...It'l~""•.".,'J ,I'V'.',;; /"/"L 'J./~'1'.,I ,"../--:r (j)~OMMONWEAlTH OF PENNSYlVANIA I (1fJV"'/DEPARTMENT OF REVENUEG~/\'../BUREAU OF COUNTY COLLECTIONS COUNTY OF 'P.:> Form RCC-33 ,.- 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 _thl;l Inh~ritlince_an~E!!t:.liteTax A;ct of 1~61.) -JQ~:;;~':;,;~;~~:=;~=OF--·····C·..O..·un........t..y·..}==:. Late of Was.hingtQn ,. ::.:::f::::~::~~:::::::::::_~},,' ...,....J9h!l..B..9.h.!~.~4.~~.,, ,,,.,.,.., ,.. of the estate of the above-named decedent being duly sworn,depose S and saY; Eueutor Decedent dJed ..Ap~t.! (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. 20 ,......"19...§.§........,r testate 'leaving a last will,copy of which is hereto attached.} (lIay)(V""r)Lintestate HermanJ.Bigl,Esquite.... 323 Fallowfield Avenue Charleroi,-Pen.ria~TS022 That as such E.xe.c..y.t.Q.~deponent is familiar with the affairs of said estate and the property con- (Ex"rlltor-A~) 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 SA}'E DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF 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 fullv and in'detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent., That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- ~,rQ.:......debtedness of the United States to the decedent;all obligations,whether by statute ,~.!>......agreemeI1t they are designated as tax free,of the United States,or any state,or political SUbdivi~~fi~t.hereof,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;5and any and all.\.~other personal chattels of whatsoever kind or nature,left by decedent,together with tlie~••t:5':irly estimated "...,'1,market value thereof;all bonds and mortga~es held by decedent and of all claims due and~owing decedent.V,'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 policles carried by decedent;all annuity and endowment contracts the proceeds of which were payabl~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 accriled IttU!I'l:!st thl:!l'l:!tHt tl'th@ dllt@ lJr dece- dent's death and other investment securities owned by the decedent at the tlmo or death,with the market value thereof at such time. ·...'0 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 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 pa~ses at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,l:!y the will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule 0 attached hereto and made part hereof sets forth the names and addresse.s 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,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 instrl~ents effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, ·of co-o,wners 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 accru~d chargeable for period prior to decedent's death (except those allowed under Section,... 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","C","E",and "F"as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this .....0....t!?~:~, ::~~~b::~: FRANKR.MASCARA,NOTARY PU9Ut CHARLEROI BOROUGH,VlASHINGTON eOU~f¥ MY COMMISSION EXP1RfS MAY t9,all' -9d;;;~~~---__m __- ..11.Q.9 C.r.e..s..t Ay..enu.e --.. (Street Number) .C.ha.rle.r.Q.i~P.enna 15.02.2 . (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (l-!j4) io"COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT ... SCHEDULE "A" REAL PROPERTY' Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the de,cedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo('lwealth of Pennsylvanio should be described by lot and block number,;:treet 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,acc;ued 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 CAUTIONDECEDENT'S MARKET VALUE (Do not write DEATH In this space) An undivided 1/2 interest in the follow ing real estate: ALL that certain piece or parcel of land lying in the Borougb of Charleroi, Washington County,Pa.,bounded and des- cribed as follows: BEING a part of Lot No.23 in the McGowan,Allen and Colvin Plan of lots on Crest Avenue,between 11th and 12th Streetl , beginning at a point on the dividing line between Lots Numbers 23 and 24 and run- ,ning West a distance of 119.91'to Crest Alley;thence running South a distance of 30'to a point;thence running East a distance of 119.91'to line of Crest Ave- nue;thence running North a distance of 30'to the place of beginning.~, ",v'/-&J Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this 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".Intarigible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,•stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in 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 No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEl'VALUE DEPARTMENT VALUATION (Do not write in this space) 1 2 3. 4. Five (5)$20.00 Trav1ers Checks Three (3)Pennsylvania Blue Shield Reimbursement Checks Savings Account -~~4 Pe@ialS~oy;.$;y:inNII'N'/tT~/N,tk" 1966 Chevy Impala 4 door hardtop CJ1A-I(~(.Cf{I TOTAL 100.00 112.42 9,130.11 1,300.00 10,642.53 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X RCC-36. CU\!j!O\'li7 \LTII OF PF~NSYLY.-\NIA T1U;\~FFH.INHElUTANCE TAX lIES IDEXT DECEDENT .' SCHEDULE "c" TIlc\;.;'SFEns (1)Dirl rlecedent,within two years ofrleath,make any transfer of any material part ~~f his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)~o (2)Did rlecedent,within two years of death,transfer property from himself to himself and another or others (inclurling a spouse)in j oint ownership?(Answer yes 0 I'no)---'N'-'-=o'--__ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer Not applicable (b)State of decerlent'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)_A~UOL-__ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subj ect to his power of disposition?(Answer yes or no)_N......"o~__ (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 enj~yment of or the right to income from the property transferred? (Answer yes or no)__~N~OO~_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)__~N~o~_ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserverl in decedent alone or others Not applicable (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)__~N~o~__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was SUbject to change, because of a reserverl power to alter,amend,or revoke,or which conld revert to decedent under terms of transfer or by operation of law?(Answer yes or no)~lSl~o~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decerlent alone or the decedent and others? (Answer yes or no)Not applicable NOTE 1:The answers to these questions should be supporterl by affidavit by the attenrUng 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 rlate 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 claimerl 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 Not applicable DESCRIPTION MARKET VALUE (Estimated)DEPT.VALUATION (Dept.()nI y) __...-l ---L ~'__•.._ Insert this tnt".]0J1[1nsite "Transfers",Schedule "C"in the "As Reporteri"c01uITD1 on the last page of this return. ReC-38· COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT .tI:~·~~.,.tt . SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRl'CTIOKS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name I Unit Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,where Real Estate.I . percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Dc>not Write In This Space. Value of Value of Entire Decedent's Property Interest An undivided 1/2 interest in the following real estate: ALL that certain piece or par- cel of land lying the Borough of Char- leroi,Washington County,Pa. bounded and described as follows: BEING a part of Lot No.23 in the McGowan,Allen and Colvin Plan of lots on Crest Ave.,between 11th and 12th Streets,beginning at a point on the dividing line between lots nos.23 and 24 and running W,a,s:t a distance of 119.91'to Crest Alley;thence running South a dis- tance of 30'to a point;thence running East a distance of 119.91' to line of Crest Avenue;thence running North a distance of 30'to the place of beginning. Decedent owned property jointly with his brother,William Schwaed, R.D.#3,Monongahela,Pa. The realty is recorded in Wash- ington Cqunty in Deed Book Vol.l146 page 685. Joint checking account in name of decedent and John L.Bohlander at Pittsburgh National Bank,Charleroi, Penna. Insert this total OllPosite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. ..,.,.".... t':: .of'-':" of,• •< ~'I' .--....,.:--.. r---I ","""'-,,'I'I 1 C:J RCC-31 !l2'-63) ''C'Ol\t1\1t"JNWEALTH OF PENNSYYLANIA T!aA.NSFER INHERITANCE TAX RESIDENT DECEDENT ,.' .'..!'... SCHEDULE "D" ,. BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildren'DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH 1 Barbara Bohlander 472 Hi~h1and A'7p Charleroi.Penna.Sister Yes 11/25/1882 v,_.L -' ?Fn~f"in,q ~f"pl"'h 1105 Crest Ave. Charleroi,Penna.Sister Yes 2/18/1888 Vested 3.Jerrv Schwaed 404 Wendel Ave.Kenmore Z3 Buffalo.N.Y.Nephew Yes 11/23/1926 Vp~f"pn 4.Wi11iam Schwaed 210 Locust Street East McKeesport,Pa.Nephew Yes 8/29/1933 Vested ~Gertrude Schmidt P 0 Rmr 1 q~ Bowmanvi11e.N.Y.Niece Yes 8/6/1924 "tT,oe>r""A f."tT;TO';n;~Yn1-F 1122 Portsmouth Drive McKeesport,Penna.Niece Yes 2/3/1929 Vested i MarQ'aret DaQ'arin 17819 Woodru11 Ave.Apt.1 Be11filiower,Calif.90706 Sister Yes 12/28/1900 Vested ~T.Hll;!:un 1".'--' R.D.iF3 Monnno-,qhel,q .p,q B.:r;nf"hPT Ye~1~/10/1q07 Vp~f"pn 9.Joanne Ner~er Turskv 250 Larimer Ave.Lincoln ACl e Irwin,Pa.Niece Yes 3/18/1930 Vested 10.Ronald NerQ'er 122 Arlene Drive East ~cKeesport,Penna.Nephew Yes 4/29/1933 Vested ( h Deponent further says that all the above-named benef'iciaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE ~IATTER OF THE APPRAISEMENT " Will Administration ~No. P.I<THE OF THE ESTATE OF Year . (Executor-Administrator must complete "As Reported"column #1.) C1 b~'i::1 ::0.........(b (b 0 .II>....E..Vl N::l Vl Vl en 0~(;'::l 'i::1...,eo .... II>f:'-~0~"-'i::1 '0II>~(b0"'........ ~0 ~'0 l:%j (b.... Vl ..........'<II>.....(b JOl:;~pl:lF'·$c1:lW.:l~(j Deceased Late ofNo:rthC1:l.:l:I:J~~():i,.. County of Wc9,~h:i:Il,gtOI1 Commonwealth of Pennsylvania REPORT AND APPRAISAL •.5\ "::~W,"""-P'" :~n \.':.:-':: enc:::~~>~c;;-;;-< ()()P'"P'" ~>; ,f...• I 9 • ".. "*"*~~~~i II .......Z :O:N :'"N b .;.,.;.--;..~,O"W ~i..O :cD '.j::'-'V1 . \0 ::NO~~N ::-:-~'~.:1J1 :0 0---- \J1 wo::4- W ..~ ~"*-fF!o"*Herman J.Bigi,Esq. 323 Fallowfield Ave. Charleroi,Pa. 15022 ~"* ~" ~~~'. ~,~ """:".~ ""'"'~. ";-...,'-\' '\.:> :":J:'f'.U,"U J ';:;.~ :,~(".:)~.:3 ----."".:;.~.~b :::;. ~ ! RCC-8\(2-64) COMMONWEALTH OF PENNSYLVANIA 'DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS • INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT JOHJ.1i BOHLANDER (Executor ~). IN YOUR REPLY PLEA8E REFER TO 37-123-5 In Re:Estate of J.::..,OS.::..,.:..:.E~i·p..:;H::....::..F'.:..•.....:S.::..,C:..;HW.:.:..:.:.;AE=.=.D _ ____-.:.:.;WA:.;:;:S:.:.H:.:.l~·N..:.G..::..TIj.:..:N~County - FHe No.63-68-802 Dear Mr.Bohlander: You are hereby notified that the original appraisement in the estate of Joseph F.Schwaed has been filed in the office of the Register of Wills qf Washington County on September 30 ,1968.Said appraisement reflects·the following valuations: Jt.Held Real Es tate _--'-.........,--;__-~-- Personal property ~1~O~,~6~4~2~.~5~3~__ ~~6.j.,,'3L:::8~4.!..::.1;..5:.,-.-_ Total ---..,...__1b.J7""',~0~2~Q.&....6l:.!l8.!.-__ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by a~appraisement may appeal therefrom as provided by law. Da t e ~S~ep~t~e~m~b~e::.r----L30~,-=1::..9~6:..:::8:.--__Signe~ Title W.R.CHANEY,PPHAISER .~ DATE OF DEATH:April 20,1968 Note:This is not a bill. f «CC-39'«6-e"7)'," (:O;,<\MONWEAL TH OF PENNSYLVANIA • TRANSFER INHERITANCE TAX f, RESIDENT DECEDENT SCffi'ljAED,JOSEPH F. FILl!:#63-68-802 April 30,1968 SUMMARY I,the unaersignea #63 Washington FILE #63-68-802 the real ana personal opposite each item in rmrOHT OF INHERITANCE TAX APPRAISER rtuly appointea Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right in Schedules "A"~"B","c"and "E", Datert:09-30-68 <:4-30-68 ~~~,~ APPRAISY REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for _ County,Pennsylvania,do r'espectfully report that I have allowed deductions in the amounts claimed b;y deponent,except as to those i terns where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which gre er or lesser amount represents the sum allowed as a deduction. Dated: REGISTER OF WILLS ~84.15:_ 17,026.68. =====.- 5.079.09__. 15.721.53_ ====="".~-.- VALUE AS REPORTED VALUE AS APPHAI SED V~A~L~U~E¥-:-:1i¥-~~~~~ $~~---$$~L-;9~=-~-r::--10,6k2.23___10,642.53:==:':~~ INVENTORY Real Property (Schedule A) Personal Property (Schertule B) Transfers (Schedule C) J oint-Held Property (Schedule E) rOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities.. . . . . . .$__ ESTATE TAX ASSESSMENTS $--_ COMPUTATION OF TAX TOTAL TAX,BALANCE PAID FOR USE OF REGISTER ONLY Tax on $.--!1%$ Tin on $1010 do-:.._-, Tax on ~2~~ Tax on $:~S?$ Exemptions :=':') Total Es tate TOTAL TAX Less tax previously paid BALANCE Less !1%of tax if paid within 3 months after death 3ALANCE OFJINHERITANCE TAX DUE Add interest at rate of 6%from to AMOUNT OF ESTATE TAX ASSESSED E s tate tax paid BALANCE DUE Add interest at rate of 6%from to $-----et>'1"======\------,- $------ $======I~ *-------$------ (::,)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. St . $--~---- $-~----- $~----- $-------$ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the negister of WillS,for proper reason,same should be noted below,with short explanation. '4 ••• Will lAdministration~No.Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF JOSEPH F'.SCmIJAED Deceased Late of . County of CHARLEROI WASHINGTON ~ Commonwealth of Pennsylvania REPORT AND APPRAISAL .. r Form RGC-2-Rl.,.I I ,.t September 30,1968I•COMMONWEALTH OF PENNSYLVANIA DATE ........................................................................................................... DEPARTMENT OF REVENUE RESIDENT INHERITANCE Tlt."1i COUNTY ...................~~.~.~.~.!.?:~.?!.?:.....................................HrUREAU ,OF COUNTY COLLECTIONS HARRISBURG.PENNA.APPRAISEMENT FILE NO...............9.3..:::.~.$.:::.$9..?.............................................. I Whereas,....................................~.9.;?.~ph....f...~.....§.g,h~~.~q .....................................................late of ....................9.?~.!.:~.~.~.?.~............................................................ I in the County of ....................................W.9.,~.hj,ngt.Q.n .............................................................Commonwealth of Pennsylvania,having died on the ....................?Q....t.tL.......................................................day of ..............~P..~~~...............................................19.....?~.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...............................w..~.~.~.....9.h~.~.~.y...............................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ PERSONALTY: Five (5)$20.00 Travelers Checks 100.0( .. Three (3)PennsYlvania Blue Shield Reimbursement Checks 112.L.' Savin,gs Acct.Pitsburgh National Bank.Charleroi 9.130.1 1966 l,;hevy Impala 4 Door hardtop 1,300.0( Total 10.642.5'10.642 53 JT.HELD: An undivided ~interest in the following Rea.l Estate,. All that certain piece or narcel of land lying the Borough of Charleroi.Washinp'tnn Countv,Pa bOllnclerl and described as follows: Bdling a part of Lot No.23 in the McGowan,Allen and Colvin Plan of lots Crest Ave.,between 11th Ion and 12th Streets,beginning at a point on the divid-I I ing line betweenlots No.23 and 24 and running West a distance of 119.91'to Crest Alley;thence runnin,g South a distance of 10'to a n();nt.·t.h An East a distance of 119.91'to line of Crest Avenue thence runnin,g North a distance of 30'to the place of beginning. Decedent owned propert jointly with his brother William Schwaed,R.D.#3.Monon,gahela.Pa.6.000.0( Joint checking acct in name of decedent and John L.Bohlander at Pittsbur,gh National Bank.Charleroi 1Rl..1 6.18k 15 Total 17,026 28 form~;v~~hb~~::~:,w~3o~~:'~:;:r~~;?~~:a~praise~is5fF '•./So _.I "-'.I ~jir;~~~;,:.~:::, (Post OftIee) - RESIDENT INHERITANCE TAX APPRAISEMENT .....w.A.~I:IING:TON ...Coullty. r;'fl cr.)·,'f_'-..,I '69 JilU 10 M1 If ,Z ~ ~ ~ Estate of JOSEPH F ..SCillvAED......................... Deceased. Late of CHARlli.H.OI..................................................................................................... Date of Death,.Apri.J..2'O.,J9.6~L . Appraisemcilt Docket Vol.,3...7.. Page,J23..~.5 No (,.3~.q$~.$Q?. Filed in Register's Office,..?.~P't..~.3.Q.t 19 ~.$. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal j1'om Appraisement,. Entered and charged, RU ,-'-t-'r 1I/~qln:\v·...;LLL r.,...tl'~~fl~·,V REGISTER.OF \ItLlS VlASHUiGlOU CO"PIt " j r' ," COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION 244 Washington Trust Bldg. WASHINGTON,PENNSYLVANIA 15301 December 19,1968 MR.JSOEPH F.S'HAMAY,CHIEF INHERITANCE TAX DIVISION BUREAU OF COUNTY COLLECTIONS DOE~'E BUILDING HAHRISBURG,PENNSYLVANIA 17127 Re:Estate of JOSEPH F.SCHWAED DATE of death APRIL 30,1968 Late of CHARLEROI,WASHINGTON CO. WASHINGTON CO.FILE NO.63-68-802 Dear filr.Shamay~ An error was made in the appraisement in,the above mentioned estate.The real estate was taxed fully and it should have been one-half taxable.See Schedule ~E",the fully value of the real estate is $6.000.00 so that one-half should be $3,000.00. The ba.nk account reported on the same schedule should be one-half taxable also.The full amount was $384.15 and one-half should be $192.08,thus making the Jointly held $3,192.08 instead of $6,384.15 as reported. May we have permission to correct this error'?Thank you. /lcd Very truly yours, ~)J ~t0~~:1'~1'/.t:(J 1Y.R.CHANEY,CHo/t~Pl''RArSER (/ :1"'"""''''~ ...COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 May 14,1969 w.R.Chaney,Chief Appraiser Inheritance Tax Division 244 Washington Trust Building Washington,Pennsylvania 15301 Re:Estate of Joseph F.Schwaed Date of Death:4/30/68 File No.63-68-802 Dear Mr.Chaney: Reference is made to a copy of your letter dated December 19, 1968,addressed to Mr.Joseph F.Shamay,Chief,Inheritance Tax Division, Bureau of County Collections,the original of which was somehow over- looked by the Bureau.Your letter indicates two errors were made in the appraisement filed in the above estate on September 30,1968. Specifically,your letter states that the full value of an item of real estate listed on Schedule "En as well as the full value of a joint bank account on the same schedule was appraised by your office wh~n in fact only one-half the amount of each of these items should have appeared in your appraisement.There is no indication,lJ.owever,in either the return and appraisement itself or in your letter as to the date the two items of property were registered in·the joint names of the parties mentioned in the return.If both the real estate and the bank account were registered jointly more than two years prior to Mr.Schwaed's death,then we will agree with your conclusion that the appraisement was in error and should be corrected. Accordingly,we ask that you ascertain the date on which the real estate was registered in the names of the decedent and his brother,William Schwaed,as well as the date on which the joint checking account was~registered in the names of the decedent and John L.Bohlander and thereafter advising us of your findings. Very truly yours, c:?~~s::;t;'.~~~~C Inheritance Tax Division RLS/fw For:Richard L.Witmer,Director Bureau of County Collections l' ,' .. CO M M 0 NWEALTH 0 F PE N rq S'YLVAN IA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION 244 Washington Trust Bldg. WASHINGTON.PENNSYLVANIA 15301 May 16,1969 ROBERT L.SCHRIFT,ASST.CHIEF INHERITANCE TAX DIVISION BUREAU OF COUNTY COLLECTIONS DEPARTMENT OF REVENUE BOEHNE BUILDING HARRISBURG,PENNSYLVANIA 11127 Re:Estate of JOSEPH F.SCHWABD Date of death 4.30.68 FILE NO.63.68.802 Dear Mr.Schrift: In answer t9 your letter dated May 14,1969;the real estate was deeded in Joint Names of WILLIAM &JOSEPH SCHWABD,February 27; 1963. The Joint Checking account in the decedents name and John L. Boh1a~der was oped November 11,1963. May we now have permission to correct the two errors made on the appraisement filed in the above mentioned estate on September 30,1968. Thank you for your kindness in this matter,I remain. lIed Very truly yours, APPRAISER I .f ·. COMMONWEALTH OF PENNSYLVANIA DEPAR:rM.ENT.OF REVENUE BUREAU OF COUNTY COLLECTfoNS HARRISBURG 17127 May 29,1969 William R.Chaney,Chief Appraiser Inheritance Tax Division 244 Washington Trust Building Washington,Pennsylvania 15301 Re:Estate of Joseph F.Schwaed File No.63-68-802 County of Washington Dear Mr.Chaney: Thank you for your letter of May 16,1969,submitting the information requested in our letter to you of May 14,1969,as to the dates certain joint property lvas recorded in the names of the decedent and William Schwaed,as well as the joint property in the names of the decedent and John L.Bohlander. The appraisement was filed in this estate on September 30, 1968,-wherein jointly-held real estate was appraised at its full value of $6,000.00 and a joint checking account at $384.15 representing the full amount on deposit at the time of Mr.Schwaed's death.Your letter of the 16th clearly indicates that the appraisement was in error in valuing the two jointly-held assets in full,since neither joint ownership was established within two years of the decedent's death.Both'joint holdings were created in 1963 and the decedent died on April 20,1968. Accordingly;you are hereby authorized to amend the appraisement of September 30,1968,by reducing the appraised valuation of the real estate as well as the·joint bank account to one-half,or $3,000.00 and $192.08,respectively,thus reducing the total jointly-held property to $3,192.08.This correction to the total jointly-held property will also cause a change to be made in the gross taxable estate by reducing it from $17,026.68 to $13,834.61.f. Very truly yours, Robert L.Schrift,Assistant Chief Inheritance Tax Division For:Richard L.Witmer,Director Bureau of County Collections RLS/ans ..•Form RC C.-lO DEDUCTtONS ALLOWED IN.., OFFICE OF THE STATEMENT OF DEBTS THE SUM OF ,...........$."},7~,?,!,~"",,,...... REGISTER OF WILLS I AND DEDUCTIONS A O.EO •.•...'IJIit~(L-OF COUNTY DATE AND AGENT OF THE COMMONWIiALTH '~~~~J)'~A.'~- 8'-0~""'~.•.•.wID , Realster 'iJH Ills,Aaellt , ESTATE OF Joseph F.Schwaed L.ATE OF Charleroi DATE OF FILING APPRAISEMENT OATS Oil'DEATH Apr;l 20,1968 DATE NO.OF NAME OF PAVEE REMARKS VOUCH';" AMOUNT 7/24J 68 Franc.is C.Slezak Funeral Bill 2,140.00 n /10 InR Russell Marino Taking out Letters Testarrren 23.50 ~J,a I~Q "Q11ClCloll M~"';T'ln 'Filimr inventorv 3.00 6/231 68 Guv Rogers 15.00 "~llpv T 1 1~nt Advertisement 10.50, Washinsrton County Reports Advertisement 12.,50 1.I?n IhA r.h~rleroi Borousrh Ambulance Service 10.00 1)/13 68 Kurtz Monument Co.Headstone 95.00 ?11 c;thA r.h~rleroi-MonessenHos.3.60 Frank.',R;Mascara Notaries 6.00 .Tohn 1 Bohlander Fiduciarv Connnission f 649.63 TT T R;n-;Attornevls Connnission 649.03 '-' OoRt.!=!At.~udit.35.~o Costs certification 79 ,0 , I I .I -'"' COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF Washington -I;lohn L Bohlander HEREBV CERTIFY.THAT.TO THE BEIIT OF MV kNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES 0 .. ADMINISTRATION SUBMITTED TO THE ESTATE OF .Joseph F.Schwaed DECEASED.AS DEDUCTIONS FOR 'NNE"T-::CE TAX PU..........;/~;t ~ (L.S,) URN AND .UIISCRIBED BEFORE ME 7HIS ~o'.DAY OP'~~le-DL'LC~;:.4i~~e!AzCo _--- 6tH ','[AVW S~Vld)(]NQlsstitfflOJ AW.lJHA"1I019NIH~1A 'H!n61i1Jt IOH~lHY") JIlIflJ A~lIk ''''))VI'('II ~~!"!I:! •.... ..-r, :!E c:n •t ::::J r...o :P-m :::u (I)0 c:c:...r~::c ,......<n c:::-0"";(f)...,.1;- ;1:-.-.l m iTl C"\'rn r-C;;;:)-··i :x.'rC>0 G- ==-n 3:~'" 0 :...~-:S -a :':0.:r -.. -0 r ""'- ;po (ft a,rv VI Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 948974 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No.63-£-£"..$02 Date 'y1ulZ'1 !Ii 19_69 Office REGISTER OF WILLS.WA&!HG'l'Qn Pa. W'1fHINO'1U1'1 County,ss:Received from John ik')hla.~eril Pa~on.Ind.tJ.ab. (Ev~tor~dministratot'~iG1lCd'!:U:qn)~fthe estate of t10 ;,1';~Pl.-~~t:Hl£~l\n....,.,.........:w4,oa._~_......~...~;._«Itll'-."""~' who died April 21 19~thesum of i::it'!:ENn-~iU'l...d ~J./loo lliiIioJt'.'••,....__..Dollars, being TRANSFER INHERITANCE TAX =d/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on $5%$ Date Valuation $Tax on $10%$ $Tax on $2%$ Total $Tax on $161.08 15%$25.06 Personal Property Exemptions *$ Date Valuation ,It.•.g~1d $1lil.00 Total Estate $ i3t.nk Acct.Total Tax $25.06 $ Total $362.0$Less Tax Previously Paid (if any)$ Total Gross Assets $Balance $ Less Debts and Expenses of Less five per centum of tax if paid 1025Administration$within 3 months after date of death $ Clear Value·of Estate $Amount of Estate Tax Assessedunder Valuation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of 'Yd19__$from Estate Tax Assessments to $ Date 19__$.,Total $:1J.Cl19__$*As evidenced by Charitable Exemption Certificates issued by the.Secretary of .NOTE:In accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended the hfe tenant or tenant for r,ears,as evidenced by this receipt,it is understood that the Com-by Act No.381,approved July 11,1957,and Act No.207,1961,Section 302.monwealth shall not be prec uded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional SEALtaxmaybelegallydueandcollectibleforanyreasonwhatsoever. 1Jrn1D [P)[LD @£1J[E .""'1 -b·t ..i'.3'1-123-5 t ~01")'/.'"........-./'/~.-"~7 IfRe~fiife~o£WeNOTE:This Triplicate Receipt to be retained by the Register of Wills and liled in numerical f ~.",#".......c;:;:;;;'f sequence for audit purp0ges.MOORE BUSINESS FORMS,INC.,ELMIRA.N.Y. I.,- I I i " FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX, RESIDENT DECEDENTS. RECEIPT .Docket 3"1 .Page 123 I jne,........,5~---- omCE OF REGISTER OF WILLS ---~t:J~·j-;:-·.~::"1':711r.rll.1::!',"'"'!':':H'"!iJNl:t',------Pa. Date 19 ~.Ju.ty J..~.-W- 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 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills aU duplicate .re-ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the money with the amount receipted for.The original of each 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," Fill in below name and address of person to whom tax receipt is delivered: L ./II ii!iIi!Q •.1 Form RCC-4-RI-3-66 No.949022 ~9 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax BESIDENT DECEDENTS File No.63..68...S02 Date "lul'122~19 68 Office REGISTER OF WILLS.tlfASHINf!70N Pa. tiASHINCfON County,ss:Received from -~ri11:l~Ssh'!1raed ParbgOB !M.Liab. ~1mf¢i~~~l~?ta~)of the estate of .JaSEPtJ~Cij~AI» who died f~~U 20 19~,the sum of o,n;HUNDPJUl·SEV~ri:i ....SEveN am ·26/100·...'iii Dollars, being TRANSFER I·HERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax NOTE:In accepting the transfer inheritance tax on future estates prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com- monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. 1[000 [P)[LO @£1[[E NOTE,This Triplicate R'!ceipt to be retained by the Register ~f Wi1I~""la;3u..imericalsequenceforaud.t purposes. ll.egister 01 Wills MOORE BUSINESS FORMS,tNC••ELMIRA.H.Y. $======== ., Tax on $_5%$~_ Tax on $10%$--_ Tax on $1,181"'5 15$Jip;1I $.11'l'26 Tax on $15%$----- Total Tax $177•.at Less Tax Previously Paid (if any)$=========== Exemptions *$============= Less five per centum of tax if paid within 3 months after date of death $============ Amount of Estate Tax Assessed under the Act of May 7,1927.$-,-_ Total Estate $_ Balance $_ Total $,111.26 *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended by Act No.381,approved Tuly p,1957,and Act No.207,1961,Section 302. SEAL~'.t/.~10 "~.',,,-.'('..,',.-.:,--'",·/:.·~;>,#-·~~r£...~;/4.~~~'It/ Add interest at the rate of %1 from ~------- to $'------- $1,lel~15 $. $,------ $ Valuation Valuation $------ $,------ Total Date Date .J't~~ld ·BankAcct.. $1~18:L'5 $,------- Total Total Gross Assets Less Debts and Expenses of Administration Real Estate Personal Property Clear Value of Estate Valuation of life Estates or Annuities Date 19__$,------- _________19__~$===================. Estate Tax Assessments Date 19__$------- ________19__~$===================. FORM RCC-4-RI TBANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT DocketL-_3_1_.-",Page 123 I 5,jne'_ Estate of J OSEPli SCHWABD omCE OF REGISTER OF WILLS WASHINCTON t Fa-----'---'-----"-----. Date,J_"t_·U....:;y_._2_2.;:,...__19 G8 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 Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:·"To receive from Registers of Wills all duplicate re-ceipts for taxes paid to them by executors or adminis- trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.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 sherIl the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandseerIedbytheRegisterofWills," Fill in below name crnd address of person to whom tax receipt is delivered: tnLtIA1J.SCf!WAED R..D.If 3 I To ---..;;;;..----'------------'--------- L HONONGARFU,PENNSYLVANIA 15063-------=-----------1 v~.• WASHINGTON County,ss: IlESIDENT DECEDENTS File No.63 *58..802 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax Office REGISTER OF WILLS.lIASU1NGTON Pa. Received from .Johnlu Bohlander ~9 949038 Form RCC-4-RI-3-66 No. Date July 30 19.68...... (Executor'fbD1.~I~of the estate o'Lf--------icJ~0~SBg·~~P'fCHF~·-.£s:ee~::'~.tf:i,,,!4~...s6-nlil·------------------ who died ADr!l 20 19-6S-,the sum of OW TI10USA·ND '&lEE HUtmRm)FIFTY Md ,;0/100 Dollars, being TRANSFER INHt:RITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes. NOTE:In accepting the transfer inheritance tax on future estates prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com- monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. $======== $1)350 .00 J't~1:~~~L";ii:;;;t:~~~~:..-_:;~~?;;e~;:~~:~~;N~RegisterofWillsk~C 7;7?~i4.~~",./'MS INC ELMIRA,H.Y.•~.,..."~~...~._.tc;t,;.I!€SINESS FOR,.. ~",~ ~''1 Tax on $_ Total Estate $_ Less five per centum of taxifpaid within 3 months after date of death $============ Total Tax $_ Less Tax Previously Paid (if any)$============ Balance $_ Exemptions.*$=============- 5%$_ Tax on $10%$--------- Tax on $2%$-------=----- Tax on $On,Account:15%$1.350.00 Amount of Estate Tax Assessed under the Act of May 7,1927.$-.,.._-------__ *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,,1956,E.L.1757,effective June I,1957,as amended by Act No.381,approved Tuly 11,1957,and Act No.207,1961,Section 302. 2.,"""SEAL , •;~,~.I!t'.I ~k,.A_L"'r _",. Total Add interest at the rate of ~ from ---------------to _ 31...123-5 $,---~-- $,------ $ $,------ $.INCOtfPLE'fIR Valuation Valuation $,------- $------- Total TITR1D [P)[LD ©£v[E Date Date Real Estate Personal Property $,------- $------- Total Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date 19__$_ ________19__.2:$===========:::::: Estate Tax Assessments Date 19__$_ ________19__~$============ FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. BESIDENT DECEDENTS. RECEIPT 37 123 5Docket....__--"'Page I ine._ Estate O.L-f ~--_ OFFICE OF REGISTER OF WILLS VASHINGTO!~, ----------"'Pa. Date.J_u_1y_'"_3_0 19 68 SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.SZS RUSSELL ).:RlNO Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended. viz:-"To receive from Registers of Wills all duplicate ,re-ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the moneywiththeamountreceiptedfor.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:' Fill in below name and address of persoll to whOIll tax receipt is delivered; AtTY.HERJ1AN J.DIIIl BIGI 323·PAtLOWFIELD AVENUB CHARLBROI I PBNNStLVAl.JIA 15022 L ..- IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE:ESTATE OF JOSEPH F.SCHWAED, Deceased .. :No.63-68-802 Gross Estate Disbursements FIRST AND FINAL ACCOUNT OF JOHN L.BOHLANDER Administrator SCHEDULE A PRINCIPAL -PERSONALTY Page 3 SCHEDULE B INCOME -.:PERSONALTY Page 3 SCHEDULE C PRINCIPAL -REALTY Page 4 Page 5 .Ne t Balance $10,642.53 112.60 *3,162.07 $13,917.20 3.699.c 6 $10,217.6L \.. .. *Inventory was filed at $2,350.00,however,after Commonwea1th'~ appraisal it was increased to $3,162.07 . •• ESTATE OF JOSEPH F.SCHWAED The net balance consists of the following: Principal -Realty:\\ running North a distance of 30'to An undivided 1/2 interest in and to that certain piece or parcel of land lying in the Borough of Charleroi,Washington County,Pennsylvania,bounded and described as follows: BEING a part of Lot Number 23 in the McGowan,Allen and l <• Colvin Plan of lots on Crest Avenue,between Eleventh and Twelfth Streets,beginning at a poiriton the dividing line between Lots Numbers 23 and 24 and running West a distance of 119.91'to Crest Alley;thence running South a distance 'of 30'to a point;thence running East a distance of 119.91'to line of Crest Avenue;thencE the place of beginning.~__~ -...-,.$3,162.07 (Real Estate was corrected by Commonwealth's appraisal.Inventor was carried at ?2,350.00) ,. -2- ESTATE OF JOSEPH F.SCHWAED SCHEDULE A PRINCIPAL -PERSONALTY 1.Five (5)$20.00 Trav1ers Checks 2.Three (3)Pennsylvania Blue Shield Reimbursement Checks $100.00 112.42 3.Savings Account -Pittsburgh National Bank,Charleroi,Pennsylvania 9,130.11 4.1966 Chevy Impala 4 door hardtop TOTAL SCHEDULE B INCOME -PERSONALTY -3- 1,300.00 $10,642.:~ 112.60 ~,If ESTATE OF JOSEPH F.SCHWAED DISBURSEMENTS ADMINISTRATIVE EXPENSES: 6/10/68 -Russell Marino Taking out Letters 23.50 6/19/68 Russell Marino Filing .Inventory 3.00 6/21/68 Guy Rogers 15.00 Valley Independant Advertisement10.50 Washington County Reports Advertisement12.50 Frank R.Mascara Notaries 6.00 John L.Bohlander Fiduciary Commission 690.23 Herman J.Bigi Attorney's Commission 690.23 TOTAL PREFERRED DEBTS: $1,450.96 7/24/68 4/20/68 5/13/68 2/15/68 TOTAL OTHER DEBTS: Francis C.Slezak' Charleroi Borough Kurtz Monument Co.Headstone Charleroi-Monessen Hospital None 10.00 95.00 3.60 $2,248.60 GRAND TOTAL - - - -$3,699.56 The Fiduciary Commission was increased by $40.60 due to the increase in the Commonwealth's appraisal of the real estate. -5- "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 o~WASHINGTON t STATE OF PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,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 .fer Washington._County,J'ennsylvania.by order of the several courts of said County,dated November 11,1920;that the printed notice or aaver~.' 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: ........~~~~?9..L.??,~.?.~.?.. ........~~~.Y.__.~.L}?~.?.. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all...ef the alls:gations of ,h.~fi&v"",w '~~~:~:_~ .~~t:!f ~~Itor Sworn to and sUbscri~me this ~}:::: 4th.July 8 .:~::::::~:=:Z1.::::::"''''::::'::''.196.:::::..- •~::.:~~ otary Public KATHERINE C.YARD,110 Public Washington,Washington .co"Pa. My Commissji)n 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 them for settlement to the Executors or Admin- istrators or their Attorneys, ••••••••••••••••• SCHWAED,JOSEPH F.,Dec'd. Late of North Charleroi.Washington County,Penna.Executor:John Bohlander,1109 Crest Avenue,Charleroi,Pa.15022 Attorney:Herman J.~igi,323 Fal-lowfield Ave.,CharlerOI,Pa.15022 ·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.67 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 Volley 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,June 13,1968 June 20 and 27,1968 Affiant further deposes and says that he is General Manager of Th~Valley Independent,a daily 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.~~~) )~.-t ~"':~(_rl~,...... My commission expires _ STATEMENT OF ADVERTISING COSTS: Herman J.Bigi,Attorney at Law Notary Public.,11 . Letters testamentary on the estate ofJosephF.Schwaed late of North Char- leroi.Washington County.deceas~.hav- ing been granted bY the Register .of Washington County.notice is hereby glv, en to all persons indebted to said estate to make immediate payment.and to 1tlose having claims.against the sametopresentthemwithoutdelaytoJohnBohlander.executor.1109 Crest Avenu~.Charleroi.Penna.15022.Herman J.Bigi. 323 Fallowfield Ave••CbaTlenll.Penna.15022 6;13;20,21 323 Fa11owfie1d Avenue Charleroi,Fa.15022 TO MON VALLEY NEWSPAPERS,INC.,DR. For publishing the notice or advertisement attached hereto in The Valley Independent on above stated dates $10.00 Notary ::..........................$.50 Total..........................................................................$10.50 PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Mon Valley Newspapers,Inc.,publisher of The Valley Independent,a daily newspaper of general circulation,'hereby acknowledges receipt of the aforesaid advertising and publication costs and certi- fies that the same have been duly paid; MON VALLEY NEWSPAPERS,INC. By ~ / ~~:;~2 .··.1-.....:) ~} ~':-....."co:: ~~',:Z'~'".:. ::;...-"s.,:....-f'"....?-~;a:-~,..;; c,2....~,""-..~.;:)::'6 ::;:~~,~~~;........~~...., ~ ,--,;," c _~ s::5.."':....~~...: ",,:':~~)-':':1C'"'i....~;~~ 't::,~, ,~~ ~'..~~7''.? :::l.....11~.j.~~.~..C<l~~~.-.. ~.~l-i~..::. :"":.colC%) :~ :'(.':: ~.~~ ::::-: Q.. RU '"~,..,".,,.-'lI>rct;.:':;':::j ...c'.I";:~';,f'(1:k'uP DEI't:'··:..,.•··/ftf..Sf\,-,~·i,.'.U>',.:.., W~S!"'·'J")~l CO.·OAl'''1'\','-j-~.;.,~~....J i_,t '"Il ff ~lol ti!,JURlO ftU ftl ZESTATE,oir JOSEPH F~;,,·,BGHWAED', Deceased INRE: '. ~, I:,. , ·J ....',_-~ l\ffi~nuit (@f 1fxerutnr (@r l\~ministrntnr I ~tutr of 'rllllayluulltU. QtOUllty of lIfua4tllgtoll Personally before me,the undersigned authority,a ~Q.t.a.t:y.in and for said County and State,·appeared J.o.hn...L.B.o.hlande.t:who,being duly sworn according to law,deposes and says that he is the executor or ~MHiIM~f the estate of .........J.Q.sepb ]?•....Se.awa-ed deceased,that the foregoing schedules constitute a complete inventory'and appraisement of the real and personal estate oLJQs.ep.h F.S.c.hwae.d , 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 A~1llt. S "'b d b f h'/?'Ur day ·~:;.iiy;l;;:f1.~:;;;····_·····_·····:.~...g(~~h;;~t~;..._. ........HARl·E~~{l~·~~'". .CMY COMMISSION EXPIRES MAY 19,m9 ADDITIONAL INSTRUCTIONS I.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.I Original and 2 Copies and 2 RCRI-34,Under $10,000;I Original and 2 Copies and 2 RCRI-3S, Over $10,000,including Copy of Will;I 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 lIun-rutory aub !\pprai5rmrut of the goods and chattels,rights and credits which were of J.o.s.e.p.h .E S.c.lnv:aed Jate of .the Bo.r.o.u,gh o.f No.t.th C.bar.le.rp i , Washington County,Pa.,taken and made in conformity with the above affidavit. REAL ESTATE: DOLLARS CENTS An undivided 1/2 interest in and to that certain piece or parcel of land lying in the Borough of Charleroi,Washington County,Pennsylvania. (copy of Deed attached hereto) TOTAL PERSONAL PROPERTY: 1.Five (5)$20.00 Travelers Checks 2.Three (3)Pennsylvania Blue Shield Reimbursement Checks 3.Savings Account -Pittsburgh National Bank,Char- leroi,Pennsylvania. 4.1966 Chevy Impala 4 door hardtop TOTAL 2,350.00 100.00 112.42 9,130 11 1,300(0 10,642.53 Sill'\.:18 tl31.Si:J3H O~:It;~:!J -IlJSSr.U ,....I''_ .' Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 79176 OFFICIAL RECEIPT No.9 Transfer Inheritance and Estate Tax File No.6~...6$-e02 Date llecer.'l'b~r 9 19~8 tiASJmroToN Office REGISTER OF WILLS,Pa. tzASHINGtON County,ss:Received from __..J!JLc~·~lm!:l!:lL-,r!.:!.·)'!;!~}A.ibbll-.!liai!tJrut'ui.!.oei.di1~'----------------- (Executor,:AamimslrCit'lDrt0r~<3i1mQiGmp'Qfthe estate of JO.Sr.;PU F.SCl!\~AB!j who died Apx-;J.50.19 GS ,the sum of FIFTY·-SIX and 50/100 ....-..-......--Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on $5%$----------- Date Valuation $Tax on $10%$---------- $Tax on $2%$----------- Total $Tax on $On Account 15%$56..SO Personal Properly Exemptions *$============- Date Valuation Total Estate $_ $,----~--$Total Tax $_ Total $Less Tax Previously Paid (if any)$=========== Total Gross Assets $Balance $----------- L D bt d E f Less five per centum of tax if paidesse s an xpenses 0 . .$ Ad . .t at'$wlthm 3 months after date of death ============mlnlS r lon Clear Value ofEstate $INCO~JPl..,ETB Amount of Estate Tax Assessed under Valuation of Life Estates or Annuities the Act of May 7,1927.$----------- Date 19__$_ Add interest at the rate of %__________.19__$from -_ Estate.Tax Assessments to $ Date 19__$.==::::;e5~6t=~=cS5"OF=== Total $_ ____________19__$*As evidenced by Charitable Exemption Certificates issued by the Secretary of NOTE:In accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.L.1757,effective June L 1957,as amended the life tenant or tenant for years,as evidenced by this receipt,it is ~nderst~~d tha!the.Com-b Act No 381 approved July 11 1957 and Act No.207 1961 Section 302monwealthshallnotbeprecludedorpreventedfromhereafterassessmgaddlllonalmhetltanceY.·,"". tax at the death of the life tenant or tenant for years whenever it appears that such additional SEA L 'tax may be legally due and collectible for any reason whatsoever.) lJTR3D ~[LD ©£veE 3~r-141.J,..5 j(/l/,~~r'~;/,~/"f r :,[,4"-'"..r 01""'-Reglster of Wl1lsNOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in numerical sequence for audit purposes.MOORE BUSINESS FORMS,INC••ELMIRA,N.Y. t/ FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 31 Page OFFICE OF REGISTER OF WILLS _____~!i.•...,::.k:_:l';:'Hf+::r...~·"'~,:rI'!~l!tEJ'\tI,·I:¥'it----LPa."'t':;;Jrtiiili'"...._..ro~i:;; Date__-in!!!.:ek{~~e~I~:ll!:!.CH~~r!:....·....!1~6~,_19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 RUSSELL MAftI:.rO Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills all duplicate .re-ceipts for taxes paid to them by executors or adminis-trators and to charge the Registers receiving the money with the amount receipted for.The original of each 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." Fill in below name and address of person to whom tax receipt is delivered: L ClIAF..LEROI,PENNSYLVANIA -------