HomeMy WebLinkAboutOC1968-0912 - ESTATE OF WOODWARDRCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
HARRY CO\<JELL &JUNE McCONNELL KALEITA
IN YOUR REPLY PLEA.II
REFER TO
37-64-8
/
/
In Re:Estate of =ID=:.:A~M~.:.._..:;Wi~O~O::::D.:.:WAR=D~<_
_____.....:W~AS~'~H~IN::G:::..T.:!:.:O~N:..County -File No.9477-87
You are hereby notified that the Griginal
appraisement in the estate of Ida M.Woodward
has been filed in the office of the Register of Wills qf Washington
County on June 7 ,19~.Said appraisement reflects the
following valuations:
Re alEstate --:9~1;;,!..::6~5;.;0.;•.=.00:;.,....__
Personal Property ~7~3L'_.=.0~83~.5~4~_
Transfers ~-----------
Tota1 ....,.....1a.l:6!!14,.,,.•.s..73,L3J..J.L,,05!!:14'--_
As to such ~ax that is paid within three months,fro~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 an appraisement may
appeal therefrom as provided by law.
Date ....;J:::.;un~e:..-J..7~,-=1:!:..9t..::.6~8:....-_
DATE OF DEATH:October 29,1967
Note:This is not a bill.
~-~----------------------------------------------=--~
:lCC~;(')(~',"64)
rOVJ4l•.NWEL\I~TH OB'PFNN~YIN;\NI,\
TH;\'N~ri'EH INHERITANCE TAX"
~~SIDENT DECEDENT
\iOODW~D,IDA M.
FILE #9477-En
October 29,1967
SUMMARY
FILE #9477-87 rmrOH'l'OF INHEHI1'ANCF.TAX APPRAISEH
I ~the unners igned cluly apPoJinted Inheritance Tax Appraiser in and for the County ·c·f
_ #63 Washington ,Pennsylvania,do respectfully report that I have appraised
the real and personal property as reported in the foregoing return at the values set forth
opposite each item in the last column to the righ t in Schedules "A"~II'""C"~."~/J
Dated:06-07-68 G/...~
10-29-67 APPRAISER~
REPORT OF THE REGISTER OF WILLS
.I,the undersigned duly elected Register of Wills in and for Washington ,
CoUnty,Pennsylvania,do respectfully report that I have allowed deductions in the amounts
claimed by deponent,~xcept as to those items where a greater OT lesser amount is set forL1
in the last column to the right in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduction.!?".,......
Dated:06-07-68 Ll!:::~~r-bC-~~.·vt/f.
REGISTtR OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$88,6507.9.0_$91,650.00._$_
73,055.3.6_73,083.54._
./
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLE~~VALUE OF ESTATE
161,705.3.6_
9,,7aJ..5:9....-
151,92L1.?.--
;j
164.733.54._
;9,783.59:=
154.949.95._
======:=
Valuation of life estates or
annuities . . . . . . . .
;;.'
$-----
ESTATE T~~ASSESSAffiNTS ~------
COAWUTATION OF TAX
3.199.0Q_
FOR USE OF REGISTER ONLY .
T ax on $t __5%$_
Tax on $~10<'l ~
Tax on $154,949.9--2.0 1;
T ax on $.__.%$_
Exemptions :===(*)
Total Estate _
TOTAL TAX $___
Less tax previously paid *~==========.__
BALANCE $------Less 5%of tax if paid within
3 months after death $=====:=
(*)As evidenced by Charitable Exemption
Certificates issued by the Secreta~y
of Revenue.
BALANCE OF INHERITANCE TAX DUE $-------
Add in teres tat rate of 0%from
to $--------AMOUNT OF ESTATE TAX ASSESSED *_
Estate tax paid $_
BALANCE DUE -*_
Add interest at rate of 6%from
to *_
TOTAL TAX BALANCE $_
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above ,computation of tax by the
Register of Wills,for proper reason,same should be noted below,with short
explanation.
....-.,
~
:\d'ill...~No.. .
i\.minIstration ~
P.Il THE
Year .
~..~;;-..,.:,.;:.:-,-:::-:.-._._..:.::'::~~~~~~r':~.·t--:...,
:\IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
....I.PA ..1':1~...WOO'PWARD ....
Deceased
Late of .......CHARLEROI..........................................................
-I ~'.
County of WASHINGTON
'\'"
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
..~.'
't-.
"
r.,
~
--
Form'RCC-2'·
COMMONWEALTH OF PENNSYLVANIA DATE June 7 1968.........................................................1.........................................
DEPAR'tMENTOF REVENUE RESIDENT INHERITANCE TAX ...........................W~.~h.!n~.<:>.~.....................COUNTYBURt;,,~U OF'COUNTY COLLECTIONS
APPRAISEMENTHARRISBURG.PENNA.17127 FILE NO.........................947.7~.~..................._....................
Whereas,...............................................I.d.~....M.....w.QQ.gW!:~.g.......:....~....................................late of ......................9..~~~~.~9..~.......................................................
in the County of ...........................................~~.~.h.~~.~~..........................................................Commonwealth of Pennsylvania,having died on
the :..................................?.9...~.h...........................................day of ........................o.c.to.b.e.r...............................199.7.....,seized and possessed of an estate
subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,........................W.•R.....Chaney.....................................................................,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 ot enjoyment to collateral heirs of the decedent after
the expiration of any estate for Ufe 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
$
REALTY:
As ner Schedule "A"91,650 00
PERSONALTY :
As ner Sreeule "B"73,083 54
TRANSFERS:
NONE NONE
JT.HELD:
NONE NONE
Total 164,733 54
,
:
,
!
i
I
;
form~~V~~hbl::::~:.w~a~~I~~:~a~o~e~~~Z~§=i~:?:~~~:~
Ap leT/;zz:,.,.....:...~i/~~~.~b:~~.~~~~.~...................................,Penna.
(POR Ol!Iee).
_.
.....................W.A~.f.l.:):.NG'l'QN........County
"'~RESIDENT INHERITANCE TAX APPRAISEMENT
':.....1'/
Estate of.
IDA M.!WQQ.PWA®.
Dec.eased.
Late of
If<UNIMJIQL..
Date of jDeath,Oct.ob.er 2.9.,.l96.7 .
Appraisemel!t Docket Vol.,37 .~7/..f,ld No..9.477:::JIT .
J,.................................................................................................................•......•
'.',
"
Filed in Register's Office,~.~~7.J .19.4~L
A'InOunt of tax due,$...---.-....----..---
DEPARTMENT OF REVENUE
~.
.t;
Received,.........._-.-.._-___-_..-..___--_.._-------
S':.-:""'.ti t •~.:<.~u
C.I I ~".,.~!~~"u oWl •'j
Examined and Approved,.
Wrote aballt Appraisement,
S1 G ;.:J r"',."".~~.......,.,~,t \.
,._......,.....t;)
--
Appeal f"om Appraisement,: .
Entered an<l charged,,..
O--"-\'I.Jl 'I •"".0 i l
.'-!~
~~
~.
lin tl1r (@rpQuns'manrt af IhtsQingtan arannty
IN THE MATTER OF THE AUDIT OF ACCOUNT
In r~Estate
J
?L..WQQgW.(l,:r.~.J...Jg~..J'1•..............................No 9la.,.3;r:.'Jt.q~J.'Term,19 9.~L..,AA
Harry....Cowell..&.....June..Hc.ConneU..Kalei.ta.•...Exrs.•............J.os.eph..R•..Rygiel.,A.tt:y.•....
Date of death ~~.~~.9~~I ~ate of filing'I:;Appraisement )..~5..~!?~,..~
TO THE AUDITING JUDGE:
Enter my appearance for Personal Property Tax Due Washington County,viz:
ITE M Valuation
1968 ..
Mt2.-Donald Dorazio 17.62lt.t;2 17,624·52
Mtg.WAlte~A -"Lf'J "M ~~O~10 ~~O~1n[).,
1967 -Supplemental
Mtg.-Walter Anderson ~.~01.10 ~.~01.10.
1966 -Supplemental
Mtg.-Walter Anderson ~.~03.l0 ~.~01.l0'...~.
,
lq6~-Sunnlementa1 -
Mtg.-Walter Anderson 5.503.10.05,503.10
"
1964 -Supplemental
M1;;g.-Walter Anderson ~,~O~A10 ~~O~,10
"!J .
..-'"~I'
i :/~I'../l.'f ~.-f /t.I ..".~f /,,~~/
~~I\./\
Year Inventory Assessment Valuation 12%Assessment Tax at 10~le~6%Interft Total ClaimAppraisementReturnedPenalty4Millsalty
19 68 23125 Yes ..23125 ,92.~0 '9,.z(101..?~----
19 67 5505 Yes 61115 660 24.66 'f.47 1.48 28.61
19 66 5505 Yes 6165 660 2h..66 2.!J.7 2.96 10.09
19 65 5505 Yes 6185 660 2l.L.66 2.h7 l.L.hh.11.57
19 64 5505 Yes 6165 660 24.66 2.47 5.92 33.05
19
TOTAL CLAIM ~22~.O7
The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi-
davit or Assessment filed for the purpose of determining the Personal Property Tax on said Estate.
27th August 68........................day of 19 .A.V.CAPANO,Solicitor
V\I~
No 9~2 ,..Jrd..qt:r.Term,19..68 ,AA
I I
~~~~....l
In·re·Audit of Account in Estate·of
..'.'.............W9.9P.:w~@.f P?~t.~.~,: .
AUDIT
'rarripr for 1\pprnranrr
FOR
WASHINGTON COUNTY
PERSOt)JA~L PROPERTY "FAX oj
~,..,.
~
.....~~
.A.V.CAPANO,
~•Solicitor <
~9
•'Y '
LAST WILL AND TESTAMENT OF IDA M.WOODWARD
January 1,1963.
TO WHOM IT MAY CONCERN:
My Daughter Gladys W.McConnell and June McConnell Kaleita,my
Grand Daughter to have a horne in this house,411 Washington Avenue,
Charleroi,Pa.,as long as they want to stay,in case of my passin1
suddenly or otherwise.
John D.Woodward is to act as Guardian for Gladys W.McConnell and
June McConnell Kaleita in his Partnership with them in Business .:',~
Affairs in Charleroi,Deer Lake,(Fayette County)with Attorney Lloyd
Woodward's help in their future Welfare.
East person is to have their own belongings in this horne here and jO
::t::eY::r:so::~uested in S.L.Woodward's Will,until June Kaleitl
II
Gladys W.McConnell to have a horne at 411 Washington Avenue,
Charleroi,Pa.,as long as she lives,with money in the Bank to
Ihirehelpers.June to stay with her Mother as long as (Gladys)wants
her to.
Money in the banks to keep up repairs and taxes on property and to
pay all bills that may corne honestly to the horne and all propertie~c
,
monthly.
The Horne at 411 Washington Avenue,Charleroi,Pa.,is to be kept fer a
winter home for June and Joe Kaleita and is not to be sold.
I also direct that Harry Cowell and June McConnell Kaleita serve as
Executors of this my Last Will and Testament.
IN WITNESS WHEREOF I have hereunto set my hand and seal this first
day of January 1963.
;..../s-:/,---I_D_A_·_M_._W_O_O_D_W_A_R_D (SEAl')
'r ,,/•
"\''-
Signed,sealed,published and declared by the above named Ida M.
Woodward as and for her Last will and Testament in the presence of
us,who at her request,in her presence and presence of each
other,have hereunto subscribed our names as Witnesses.
/
Mabel Strauser Adams
M_a_r_i_e_L_._B_a_1_m_e_r <SEAL)913 Anne Avenue,Speers Hill,
Address Charleroi,Pa.
I HEREBY CERTIFY that the above is a true and correct copy
of the Last Will and Testament of Ida M.Woodward as probated in
the Register of Wills Office of Washington County,Pennsylvania,
on November 8,1967.
!
NO.'-------------of 1968,A.A.
FIRST AND FINAL ACCOUNT
of HARRY COWELL and JUNE McCONNELL KALEITA,co-executors of the
Estate of IDA M.WOODWARD,DECEASED,1ateof Charleroi,Washington
County,Pennsylvania.
THE ACCOUNTANTS ARE CHARGED AS FOLLOWS:
1.Balance as per Inventory and Appraisement
filed January 25,1968,
Less error in reporting Trust Account of
June Ka1eita in the amount of $5,170.00,
BALANCE,
2.Inventory value of real estate,
TOTAL,
$73,055.36
I$5,170.DQ
$67,885.3J
I$88,650.00
$156,535.36
**************************
RECAPITULATION OF ACCOUNT
TOTAL ASSETS OF ESTATE,
TOTAL CREDITS OF ESTATE,
BALANCE DUE,
Balance consists of -
Cash,
Household Furnishings,
$156,535.36
$12,605.53
$143,929.83
$31,152.21'
$1,000.00
Donald Dorazio &Elaine Dorazio,his wife,
Mortgage Dated October 13,19£6,and recorded
in Mortgage Book 490,page 498,balance at
date of death,$17,E24.5],
Walter L.Anderson &Emma Jane Anderson,his wife,
Agreement to Purchase,dated February 13,1963,
Balance at date of death,$5,503.10
One-half interest in three story brick building
situate at 510-512 McKean AVenue,Charleroi,
Washington County,Pennsylvania,known as the
Miller Building,valued at $80,000.00,one-half,
One-half interest in a two story brick building
situate at 421 McKean Avenue,Charleroi,
Washington County,Pennsylvania,known as the
Kirk and,Clark Building,valued at $45,000.00,
one-half,
$40;000.O(
$22,500.00
One-fourth interest in two five room frame houses
situate in Woodward Heights,Fallowfield Township,
Pennsylvania,valued at $15,000.00,one-fourth,$3,750.011
Deer Lake Lots Nos.112,113 and 136,
A three story frame dwelling and lot situate at
411 Washington Avenue,Charleroi,Pennsylvania,
having twelve rooms and two baths,
Fal1owfie1d Township Lots,
TOTAL,
$2,400.')1'
$15,00 0•D(I
$5,·000.oq
$143,929.83
i·.1j
ACCOUNTANTS CLAIM CREDIT FOR:
Nov.8 Josephin~M.Douglas,Letters Testamentary,$29.50
November 13 Harold Shrock Funeral Home,Funeral Bill,$3,546.58
Woodward &Hall,Insurance,Woodward Heights,$
$137.51
$12.50
$12.50
5.00
4.00
15.00
$
$
$94.00
$110.50
$3,038.44 ,
,
I
'$5",6"00."00 !
I
$12,605.531
The Observer Publishing Co.,Advertising
estate,
Marie Bell,Nursing services,
TOTAL,
Washington County Reporter,Advertising
estate,
West Penn Power Co.,et al.,utilities,
Charleroi-Monessen Hospital,Hospital Bill,
Josephine M.Douglas,Inheritance Tax,
Josephine M.Douglas,Filing Inventory,
Margaret E.Tirpak,Notary fees,
J.R.Rygiel,Estate Attorney's fee,
Jan.18
Jan.18
Jan.19
Jan.19
Jan.22
Jan.22
Jan.25
Jan.25
June 20
June 20
Observer .Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
.~
\.-
In compliance with the Newspaper Ad·vertising Act of 16 May,1929,
P.L.1784,as amended.
Commonwealth of Pennsylvania,County of Washington,SS:.
Personally appear·ed before file,a Notary Public in and for said County
and State,.B.i..~.h.~.~4 §..~g.~~.~.~,who beillJg duly sworn
according to law,deposes and says that he is the ~.~.~..~..y........~....r.r..~.~.$...,
of the ObSierver Publishing Company,a Pennsylvania corporation,and its
agent in this behalf;that th~said Company is the owner and publisher of
the Observer-Reporter,sucC'essor to The Wlltshington Observer,established
September 18,1871,and The Washington Reporter,established August 15,
1808,a daily newsrpap'er of general circulation,printed and publbhed and
havin'g its place of business at Washington,Washington County,Pennsyl-
vania,where it or its predecessors have been established and published
continuous'ly for more than six months'prior to the publication of the notice
h~reto attached;that the printed notice or advertisement hereto attached
is a copy of an official advertisement,official notice,legal notice or legal
advertisement,exactly a.s printed or published in the Observer-Reporter in
its regular editions on ·the following date or dates;.
........................J..~.nM.~..r..Y.._l;?;t.9 ~ng ~.9...,19..9..~__
that neither th'e affiant nor the Observer Publishing Company is interested
in the subject matter of SJaid notice or advertising and that all of the allega-
tions'of this affidavit as to the time,P~d character of publication
are true..._~i.~/..J ~
,,.
,-~,,-~,
:,....EXECUTO:N;NO'ricE -
IEstate of Ida M.&O':ldward deceas-
.ed,l!!te .o~,Boro!lJ.b·ofl'CbarleroiJWashmgtonCqun£y.".Penna._•
Letters,Testame!!\.;lry;up.n'~the.
above estate.ha,VfJ)gt'beenlirantedJtotheunderSIgn.ed;~ni:ltic~t's..hereby.given ~o thos.e indeb:ed thereto tomakeImmedIatepaymentandtol
those having claims c.r de~a:Jds to1presentthem'for.settlement..Executor:.I
Harry..Cowell
417 Washingtor.Ave.Charleroi,Pa.--Executrix:
June McConnell Kaleih
j ...Box ,3 1 .
...Chalk Hill,Pa.~1542'Joseph'R.;Rygiel,Att,nney -:.
70 East Mam 'StreetUniontown;Pa.•15401
Sworn to and
W.28792
subscribed ·before me this..?§....day Of....~.~.~~.~.~.Y....1968~~~.:t:~~~
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6,1968
Washington County Reports
fl~
Washington,Pennsylvania
(PU3LISHED BY WASHINGTON COUNTY BAR ASSOCIATICN)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,pmgraphs (3)a~d (25).
COUNTY OF WASRINGTON t
STATE OF PENNSYLVANIA (SS.
Persona..Jy appeare:l befe.re me,a Notary Public in and for s..id County and
CommonwealtL,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the ECitor of the WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washington County,publiShed weekly having its
place of busin~ss at Walhingbn.Washington County,Pennsylvan a,and is act-
ing as its agent in rh:s beiaalf;that the saic.WASHINGTGN COl!NTY
REPORTS was established on March 31,1920,and was designated as the official
legal publication for Walhing'bn County,Pennsylvania,by order of the several
courts oI said County,dated November 11,1920;that the printed eotice or adver-
tisement attadJed hereto is a apr of a notice or advertisement,exoctly as printed
or published,which appeared ir.the said legal perioc.ical in its regular issues on the
following dates:
......~~~~.~.~.Y.~:?L..?.?...~~~.~_ .
......~~?~~~~.Y...}.,.~.~.~.~_ _.
that the affiant or the cOlporat on in behalf of whic~1 he is acting is no:interested'",h,"hj,,,m,u:~,.,sai ncrice o,r advertising ar.d that all of the aI:egations of
,hi,,ffid,.i,"'0 &;;u;Jr};;h"''1t!.''~'~"'
'"_~
Editor
Sworn to and S"Jbs ~.~e~d~t~-e~f~or~e~lll~e~t~h~is:.-~_--=::;:::.><::::
...~~ay )f...:::~~.~~.~~.Y...~.:,196 ?.
....................~~.._.....c.:...........•........
j/otary Public
KATHE-RINE C.'liARD,Notary P1JJllc
Washington,Washington (:0.,Pc.
My COmmiiSion Expims
Novemb3r 1,1969
Estate NotIces
The Register of Wills has granted letters,
testamentary or of administration,in the
following estates.Notice is hereby gi'/en
to all persons indebted thereto to make
payment without delay and to those h;lV-.,
ing claims or demands to present them'
for settlement to the Executors or Admin-
istrators or their Attorneys.
• • • • • 0 •••••••••••
WOODWARD,IDA M.,Dec'd.
Late of Borough of Charleroi,Wash-ington'County,Penna.Executor:Harry Cowell.417 Wash-ington Ave.,Charleroi,Pa.
Executrix:June McConnell Kaleita,Box 3,Chalk Hill,Pa.15421Attorney:Joseph R.Rygiel,70 Eas:Main St.,Uniontown,Pa.15401
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,
The within named Accountan'ts being duly sworn according to law,depose and soy that the above:account
as stated is true'and correct as.....__..__,__~~..._..._veri Iy bel ieve.'.
Sworn and subscribed before me this ._.__. .
68dayof-__....._...._19.._.....
.2~~.
.~lt!.m.t(7.w41.~.~E.CO-Executors
------_...
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 of Court,as evidenced by prooFs
thereof filed to No.__!tP3_~__(e._r..._:.__.U!./~.tl
day oL . ..;
.>
ffi,~
:1~m(.,
(J'l....._._~~~.---._..;;_""'":........~~--...-...---....~~~.~~~~~~:=--::~-~"!."""'"".,-~
,1--
o
i I tB'I~J~~-~.':'!j
Wa'shington
...,...
:::l00
CD.<:l....'.
0....
"0CD....~CD'"CD...I=><....~:::l0<.l<.lell
~
...;';S
.~.~
0 CD.....<:l~....
0 oo~~~i"0~ci«j ,....
3
RUSSELL ('AREGIC:r-[."_irnNO
,)I;OF WILLS
....0....
~!~:::l0<.l<.l~!«j
~
'i i>:t §0
P:1 .ct:
E-~
«j CI
E-OUl0
~P:1 s:.~~
tt .ct:CI
H
0Z
'..
,-
_.---...-~----...,....~--~-_......._-~-----------------
.-.~::.-.;~.-/
~""""/~''''
"~
.~
,.
.~
~'-'-01
"
,':'-'"
,.
1
l'-
:;
"
'\
\:·'I·~.
F
The Court is respectfuIly requested to determine
proper distribution in tbisestat
------~~~--~-~~._------------------------~-~------.
....1.e _~
PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form
Estate of ~~.~..~~~~.C?~~~:r;.~_-_--_.
Deceased
No...?~.~?;~.~:r;.~..9.?~.~~~~?;~.!.~!~.~.6 8 A ~A.
,Fiduciary ~~.~;r;.Y 9.~~~~J..§g.~~.~.
McConnell Kaleita..................--_~-_ _--,
Date of"Date oJ
Decedent's death ~.C?~9.1?!:E ?~.~..}.~.~.?Grant of Letters ~.?~~~~E ~.~~.~~.?.
This is the ~.;.!..~.~~~~.X.!~.~!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 Against will.(cross out one)
Date Election Place of;
Filed ~.<?~.~Record None
Name of surviving spouse .None :,,.
List issue,where material:. :
Did decedent marry after execution of will?(indicate)~~No.Any children born after execution of will?(indicate)
~.No.If answer yes,name'them N.(;m~;~.
"................._---___-__.
Legatees
June McConnell Kaleita
Relationship
Granddaughter
Interest
Total
Fiduciary,if deceased or not sui juris
List,if exceptions to above:
None
Adeemed:Revoked:Lapsed:Abated:Give Cause:
If partial intestacy,give facts:Will was not dispositive
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.baH.
If any exception give cause:~.~~.~.
Fi Ie copy of Notice
and date of mailing :.
Is estate subject to the filing of a Federal Estate Tax Return?,~~~.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $3.I.l.9.,..~.Q.Q :.
If the Will makes any portion..of estate subject to a life-estate,give name and birth date of life tenant _ .
None
Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts
of such claims;state whether they ore admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary'for the preparation of the adjudication:
None
Balance for distribution per account,
Itemize any additional debits not shown by account:$..~~.3.#.9.29 .•.a.3 .
"-':-
Total additional debits (Add)$N·Q.ne..
Itemize.ony additional credits not s~own'by account:_.Josepnl.ne M,D9uglC\~,Fl.ll.ng.Account,$"'17;001l""""'~County Comrnl.SSl.oners of WaSfil.ngton
Countv,Personal'Property Tax,I 225.01JosephineM.Douglas,Add.Inh.Tax,160.56-Director 0 n.Rev.,F ~Es •Tax,1 ,811.97*.Dl.rector ot !~.Rev.~Aa •Fed.MEst.TAX..l ~,063.37'~:pe~~e t~~Sg emo!-I~e .¥°c ~S~~@§§i$~Bf·O?v:',I'-~~ItIOJ[~x~l_Jctm£1.g8~---"0','~•••-'-••,.
*~gs~n~nr~a~~~fu~eal estate against ~900.00 '
"\tciYc.nce ~or alstr.iuffon '1 ~4 .5 ~~1 $..J.f~.'.~.~.?~.?.~· .
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value)-
,,'
$17,624.52
-/.\
Mortgage 'of 'Donald Dorazio &Elaine Dorazio,his wife,
dated October 12,1966,recorded in"the Recorder's
Office of Fayette County,Pennsylvania,in Mortgage
Book 490,page 498,showin~a balance of $17,624.52'
at the date of death,
*Inventoried a three story twe,lve rooms and two baths frame
dwelling and lot situate at 411 Washington Avenue,Charleroi,
Washington County,Pennsylvania,at $15,000.00.Said premises
were sold for $14,100.00 at public auction.Therefore,a loss
of $900.00 as reported in additional credits and the expenses
of the sale were in the sum of $282.00 as reported in additional
credits and the sum of $14,100.00 was included in casg •
.....-"
·...1 ..•
If Family Exemption claimed by Petition,give place of Record:~Q~.~_.....__
If Family Exemption is claimed at audit,give name,relationship and 'basis for Claim:N9.ne _ .
List any advancement or distribution on account that has been made,and nature and amount of same:
None
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
I t?rJ~~iAck~~'hge'fia~~.i~'l'i!dn SOBbna1s~LY3&'r~l€Q ,be~9u'iO.t~d Mbit:€.~~;:in kind,$17,624,.52
..June McConne111JKaleita -Cash,...~'$2~"(39 4....~4....'.I ~:l •
.June..McConne11:Kaleita Household Furnishings,..,.~,.J~'.i.·_..,$71,000.08:'June"McConne1E:Ka1j~ita'-Real Estate in Kin.d,")as fol1ot\r~:-S 9,J53.1
J
COUNTY OF WASHINGTON,55:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
TOTAL DISTRIBUTION,$124,469.86
being duly__..__~~9J;.~doth depose and say
that the facts set forth in the foregoing petition are true
to the best of ~h~_~.~knowledge and belief.
.$.W.9.f!.l:_.~9._..to and subscribed before
me this..._......day Of....._~~P~~.~.~:':.~..~.?.
Signatu;e af Of/Jcer~.<..'1~
Title of Officer ~~~.~!:..~~.~.~.~.
Of/ice.exPires.r:1~h./f{f.'..
And your petitioner will ever pray,etc.
~~.Jl/~~j(~....._
/kAA___{!/l.'/f.4
•••••~:'••r-••-::..~?-'~-.
No.912 Tgird Qu~rter Term,1968 A.A..-__ _ _.._.
I~
l
fl
~
•10
Estate of !Ida M.Woodward...........~."."".""'"-..-__..-
Deceased
Fiduciary.....~g..:r..,;y.._~Q~~J.J....~...~:!.~D_~....
McConnell Kaleita
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:porag raph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
3.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.
••••••••••••••__~._.~•••••••.~_!g!~yg~~_J:..
Attorney
~2
.,
"\}
?,of
,.,,~~~n::",\~-•i ::;J c::J
~~~'..",-."~
-.
.-
"'..,\
If ,,'
/J
3Jn t~r ..®rp~atlg'mourt of '·.m~lll1itl!lton (ltounll1
In the matter of.the Audit of Account in
Estate o....f _I_d_a__M_o_W_o_·o_d_w_a_r_d -:-c-1 No.912.3,rd Quarter Term 68___,'---'.19__•A.A.
TO THE AUDITING JUDGE:.,
ExecutlDrs of the Estate of.lda Mo Woodward,deceased,
I
I.
I
Enter m_~appearance for
,..Harry~Cowel1 andJune~cConnell Kaleita,.
__--:::...:::..L:~=~~__'.19~
•
N.B.-Counsel shall,by separate paper,present a concise statement of e'ach
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 regl'.rd.
No.:912 3rd Quarter Term,1968A.
'.r
In re Audit of Account in
the Estate of
Ida M.Woodward
A U D I T
PRAECIPE FOR APPEARANCE
for
Harry Cowell and June McConnell
Kaleita,Executors of the
Estate of Ida.M.Woodward,
Deceased.
r
Attorney,
rI 1\ffi~autt (@f 1fxrrutnr (@r 1\~mtut!itratnr
I'tatt of 'tnnayluania,t ss:
atnunty of lIaa~in9ton \
Personally before me,the undersigned authority,a ~9..~~~1f.~~!?l~~..in and for said
County and State,appeared..!l.~~~ll....:~~.~.!.~I ....~....!..~~.!.....~~.q,!?.~~.!J.t ..~~J~.~.~~..who,being duly
sworn according to law,depose~and sayaahat the ya!!the executor,pr~of the estate of
........................1.4~!t!.~~t?.~.4.~~.~4.deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of..l..g.g M.~...J!!.9..~.4!!J!:.r..4 ,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named Executor Administrator.~.,..tI.~~/11/~?9'-~.__~<:-~
,...-.::••·Sw'fl and subscribed before me this..:i!.-:J.."k/....~f;•
':.dJ,Y Of/i~""'-~..·~;;;;L ."dJ:.)If-..~ud{~k.iiiiiii~........~/Zff/Jt:t):..i;ffjT~~;;;:~;;;f·lj~CTIONS
1.An inventory must be filed within three months after appointment of personal representative.~2-:'/A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
.Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
lItturtttnrg ilttb ~pprai.6rmrttt of ihe goods and chattels,rights and credits which
were of l4g M.~Jl.q,9..4Y..g.1t4 Jate of r;b:g.r..~I..r..q,1:._..
Washington County,Pa,.,taken and made in conformity with the abo"ve affidavit.
/
1
I
REAL 8SftATE :
DOLLARS CENTS
One-ha'tf 'nt."est in thr.s etopy bpl-ck bultdl.ng situats
at 5Z0-'lB McKean Avenu...,Chapt.po"'~lIashl.ngton CDunty~
PBnn8y~vania~known ae the Mittel'Buitding,valu.d at
$80~OOO.00 -One-half the"so!-$
One hat!int.pe.t In a two story bpiak building sltuate
at 43ZMoKsan Avenue"Chapt.fll'ot"Tiaehington County"Pa.,
known as the Kipk and Ct.apk BviZdlng,vaZued at
$46,000.00 -One-half th8pBof -$
One Foupth int.pBst in two five-room fpams hous••sl.tuats
in JloodbJa"d Beights~Fatl,ofJfie'l.d 2'o»nehlp.l Pa.,vaZ,ued
at .$1,5,000.00 -One-fourth th."sof -$
DS8p Lake Lote Nos.tt3..ttl and 1.36,$
A tnps.eto"y f"ame dbJet~lng and 'tot situate at 4tt
Iiashlngton Av.nu""Cha,.tBrot~Pa."having tr4.ZVtI rooms
and two baths,$
Pattowfl.Btd Township Lots,$
PERSONAL PROPERTY
Bous.hotd furnishings,
On.-hatf I.ntePBst I.n J/tJodtJ1ard Het"s aaaount,",,,1,7.on
Nationa7.Bank,CharZBPot~
Savlngs Account,First Natlonal Bank of ChaptsJ'oi,
in the nante of Ida fl.Iioodwal'd,
Savlngs Acoount,Ptttsbu"gh National Bank~in tnB name
of IdaN.rloodfJti"d..
Savings Account,CharZspDl FoderaZ Savings ,Loan,in ths
name Of Ida ~.Woodwapd tn Tpust fop June Kat.ita,$
(Continued)
40 000.00
sa soo.oo
:$'Iso.oo
2.400.00
t6 000.00
S 000.00
't 000.00
at.618.92
t ooz.:n
5 7,10.00
Donald Doraslo and Elaine Dopaalo~his ~lfe,Moptgage
dated October 18,1966,and recorded In Mortgage Book
490,page 498,Pree.nt batanQe,
Watter Anderson,et u:.~Mortgage,dated ~une ,
t963,and recorded In Mortgage BDok ,page
_____,Preeent baZance,
TOTAL,
\
...."
$t.?,6B4.S8
____~$---!#S03.Z0
$1.61,10(i.36
0)
1""'4...~
I
'l.l k.f::C'l.l ~.~~~
II i
~~~,~~t::i~~
I
~~~~l::l ~
t"~~0 ~...~~~~......~......,.4_,.
",
~
,.:":~L 'l.l-...::.k..
;.--....,\...~'~......p ,~..'....c....,r \.......~'.~.~~..:;..,L..••,"".,--'
J '1._,,\
"
,~....~
3Ju t41'OOrp4anB'illaurt af lIasqtngtau OIaunty
In the matter of the fl!:~L'?:Qg_X_t_0-'?J..
Account of__~~_~_~Y.__q~~~_!l_?-_t:l_~...__..
__l~~_~__M~9.Q_~~~_!~__~9._~~~~_t9.__~__~~~_s:~~'?~~_
ESTATE OF
Ida M.Woodward---------------------------_.------------}-------------------------------
Deceased.
No.__8.1.2..Of 19__QB ,~.
ADJUDICATION AND DECREE
And now ~~Y.~~~~E..__.._.~,19.?.~,this matter came on for hearing,
audit and distribution at this session and testimony tdk~-~;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined to be$.124_,_46.9_._86 and the accoun1t is accordingly confirmed;and it is ordered,
adjudged and decr,eed that the said balance be paid out by the Acccuntant 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
/:::------;---~---------~1 -,
SCHEDULE OF DISTRIBUTION
Balance per account .----------------------------------.
I
Additional'credit asked at audit 19459.97
Balance --$__~~i!_~_?_~~_86
June McConnell Kaleita,granddaughter,balance,
including household furnishings,cash,real estate as
hereinbelow described and mortgage of Donald Dorazio ani
Elaine Dorazio,his wife,dated October 12,1966,
recorded in the Recorder rs Office of Fayette County,:Pa.
in Mortgage Book 490,page 498,showing a balance due
$17624.52 at the date of death;held in kind and
distributed as such at the appraised value,124351.26
Deduct Clerk's Costs &Receipts..------------------
Attorney !.~~_~Pn.__~:__B~yg~~~-,.------------------------------------.
Russell Marino,Clerk O.C.,costs in certifying real
estate to Recorder of Washington County,costs certifying
real estate to Fayette County and costs recording same,
John D.Woodward,Recorder,recording certification of
real estate,
91.00
18.00
9.60
$124,378.86
IJ~-s--(;.7
fC/AJt/.wI'of:d.O
(~7A~1,'W4?
~f1l?-.-
$124,360.86
!i1Uf 960 /Y-(G~/t_
$124,351.23
No balance
REAL ESTATE TO BE CERTIFIED TO THE RECORDER CF WASHINGTON COUNTY
BY THE CLERK OF THE ORPHANS'CJUET
Ida M.Woodward,grantor by intestacy to June McConnell Kaleita,q."antee by
intestacy of all the right,title and interest of the deceased grantor in and to
parcels of real estate described as,VIZ:
,.
0-t'I 0
~
m n :J Z
III
n....0 -+~
t:V
0 c :r .
....CD
='CD ~
I,,
0 0
3
'"
t:V
......
0
-t'I ::I:
t
.......,CD
ta
.,
0 0...-t'I
.....
-t'I
N
=
....:r
:::
CD
ta:::
t:V
~
0
S~..,
t'1
,
~
t>
~
t>
ill Book 85,
t:~..
1.ALL the right,title and interest in and to Lots N s.~34 and 65 and a
part of Lot No.66 in the Woodward Heights Plan of Lots s·tuate in F llowfield
Township,Washington COU'1ty,Pennsylvania,having erec ed thereo a one story
five room frame dwelling..SUBJECT to Agreement of Sal to 'Walte Anderson,et ux.
2..Lots Nos.67,68 and part of Lot No.66,situate 'n the Woo ward Heights
Plan of Lots situate in FaUowfield Township,Washington OUl1lty,P nnsylvania,
"
having erected thereon a one story frame dwelling.
3.Lots Nos.71 and 72,having erected thereon a 0
situate in the Woodward Heights Plan of Lots situate in F llow-field
Washington County,Pennsylvania.BEING the same pre
decedent by the Last Will and Testament of Stephen Wood
page 85.
4.Lots Nos.29,30 and part of Lot No.31;Lot Nos.61,62,
121 through 129, 131, 132,135,and 136 situate in the Wo dward He ghts Plan of
Lots situate in Fallowfield Township,Washington County,Per:.nsylva ia,BEING
the same premises devised to the decedent by the Last Wi 1 ar:.d Tes ment of
.Stephen Woodward.See Will Book 85,page 85.
Part of Lot No.8,situate in the Woodward Heig ts Pl2..n of Lots situate L1
Fallowfield Township,Washington County,Pennsylvania,being the ame interest
conveyed to the decedent herein by deed recorded in the R corder's :fIi ce of
Washington County in Deed Book 396,page 227.
5.An undivided one-half interest in all that certain
Charleroi,Washington County,Pennsylvania,locally kno n as 421 cKean Avenue,
Charleroi,Washington ,County,Pennsylvania,having ere a two story
brick building.BEING the same interest conveyed to the deed
recorded in the Recorder's Office of Washington County,enl1lsylva ia,in Deed
Book 1219,page 140.
0-n 0
~fh1
(l :J Z
(l,
....,0 -+9
ty
0 C :J""
....(1)
,
~.
(1)
:J ,
=0
-+3
ty
-n
0 0-n ...-+
t
.~,
.....it
0"'\~
...
...0 0
.....
-n -n
/')
0"
....:J""
.!
:=
(1)
rJ:=ty
;0
·S~t-\~
,
~
~
..,~
....~..
J
J
-'-',j
t..:'."•
6.A one~half interest in a tract of land situate in Cr arleroi,\}Irashington
County,Pennsylvania,locally known as 510-512 McKean wenue,hawing erected
thereon a three story brick building,being the same premises recorK1ed in the
Recorder Is Office of Washington County,Pennsylvania,it Deed Boo k 1219,page ].40.
CERTIFIED TO RECORDER:DECEMBER 5,1968.
REAL ESTATE TO BE CERTIFIED TO THE RECORDER CF FAYET"E COUNTY
BY THE CLERK OF THE ORPHANS'COl RT
Ida M.Woodward,qrantor by intestacy to June McConnell Kaleita,<rantee by
intestacy of all the right,title and interest of the deceased grantor in and to
parcels of real estate described as viz:
All those certain lots of land situate in Wharton Tbwnship,layette
County,Pennsylvania,designated as Lot s Nos.112-113 nd 136 in he Deer
Lake Plan of Lots.BEING the same premises conveyed tb decedent herein
by deed of Robert Morgan,et ux.,dated Janu?-ry 9,1949,and recor ed in
Deed Book 683,page 136.
CERTIFIED TO RECORDER OF FAYETTE CO ,PA.
DECEMBER 5,1968
-~
J.
C)·t ~:-~.
~
Ul-,.
0-0
~
m
():J Z
l/l
()
~
0 -+!J
t::Y
o·c :::r
~
CD
~.
It ~
.t,-",=c
3 0
L'l-J
t::Y
..,.,0 0
~
:<,.1
-+,-+
«~
-'
~
~
CD
S2:
.,
.-
0 0
"--U
...-
-'
-
-~,....
~
~
~
:::r
!·e
=:
CD
..,....
S2:
t,_'.:
=:
~
.t::Y
:-0
S~...,...
tot
~.oJ
,
~
>:
~
•J
~
("')
N
fII
if)
J
~_!
C :"~
.-":,:,:,..•::
•f"c.:,':!,-
-0
...,,~~.:
::7~~jc..,::\}J
.!J
~
r""r j
l ,
"=-,,I
I
il
Ii
i
I
STATE OF PENNSYLVANIA
SSe
COUNTY OF FAYETTE
Personally _appeare9 before me,the undersigned authority,
JUNE McCONNELL KALEITA,who first being duly sworn according to ,
law,deposes and says that she is the granddaughter of the \
decedent,Ida MoO ~]oodward,who was preceded in death by her husbanh,
Stephen Woodward,Grandfather,and that the said Stephen Woodward
and Ida M.Woodward,his wife,had born to them only one child,
and that my mother,Gladys MCConnell,and my father,James o.
namely,my mother,Gladys McConnell,and my father,James o.
was by.
McConnell/predeceased/my mother,Gladys McConnell,she having
McConnell,had born unto them one child,namely,myself ..
January 21,1963,and my £ather having died on September
A..
died In I
8,19~5,
I
I
Therefore;in heirship coming from my grandfather to.my mother,
their only child,then to me,the only child of their only
daughter,would resolve me as the only heir-to the Estate of
my late grandmother,Ida M.Woodward ..
Sworn to and subscribed
. I
/pkf;;etvJ~I
Ii
before me this~/~day
of @~.-',1968.
My
"C.
:omrniSSion EXPires:J~?/14'9f'/.
/
IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA.
IN THE MATTER OF THE ESTATE
OF IDA M.WOODWARD,
DECEASED.
NO.912 Third Quarter Term,
1968 A.A.
ELECTION TO TAKE IN KIND
I,JUNE McCONNELL KALEITA,being the granddaughter
of the decedent and the only heir to her estate through my
mother,GLADYS W.McCONNELL,who precedeased the decedent,Ida
M.Woodward,on January2l,1963 ,being the daughter of the
decedent and her late·husband;.Stephen L.Woodward,do hereby
certify that I am more than twenty-five years of age,having
been born on June 13,1939 and that I am now married to
Joseph Kaleita,therefore,my married name is June McConnell
Kaleita and that I desire and hereby request your Honorable
court to award all of the real estate interests of the decedent's
estate to me in kind,and any and all interests in mortgages,
Agreements of Sale,personal property and cash in said estate.
;'1 }'111 eft III 1/1J·"p//u//tU r/U~ryUJ1lU 11 ~(S Em.)t1June McConnell Kale1ta
Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE..
BUREAU OF COUNTY COLLECTIONS
COUNTY OF WASHINGTON
J
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the Co~nty where decedent resided;Return is due within one year after
date of death,unless an extension is granted hy the Secretary of Revenue.(Section 703 of
__~he_.In!}erit!l-nce_.!l-n!l E.st!lte':{'a~A,ct of 19!)1.)
IN THE MATTER OF THE.ESTATE OF }
IDA M.WOODWARD AFFIDAVIT OF
.........................·············..·i·Sbt~..f~ll..~.;;~..·~i..d~;;;I~~t·)···..·..·..................................................EXECUTORS
Washington ~~K~iiLateof....county
::t:'~-:-~::_:~:::~~_~~_-:=::_=-::=}."
Harry CoweZ·Z and June McConneZl Kaleita........................................................................, , ,'"Executor 8
~~x of the estate of the above-named decedent being duly sworn,depose and say
Decedent 'died Q.q..7~~~.r.?.Q "(j.~.;.i :.19..(.t-1i..··.{~;;~~aVing a last will,copy of which is hereto attached.}
otherNaa:etha::i:::r:::r:fse:tttao;;::::}..J R..~Byg.~~?.J At..t.(?r.1'}~.y ~..t f..~.7?L.....
whom all correspondence should be.70 Ea8~MairtS~r.~~.~.J.l!!.l.~.C?~.~P..lJ?."!:.~...~l!.!.l:"!:..~y}.1!...C!.."!:..~.C!...~?..~..~.q}~.
mailed.
That as such ~fE.~..q,y·..F...9..!...lJ.deponent is familiar with the affairs of said estate and the property con-
(~;x"r.utor·Admini.lralor)
stituting the assets thereof and their fair market value.
That at the time of death there waa 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 followillg:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOS!T BOX IN NAME OR NAMES OF HOLDERS TO DECED2NT
None ..
That the contents of sa1.d 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 Sc.hedule A attached l1ereto and made part hereof sets forth full"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 encumbrance~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 c~ses;all bonds,postal savings,treasury certificates or notes and other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by statute or agreement they
are designated as tax free,of the United ~tates,or any state,or political subdivision thereof,or or
any foreign country,which are owned a~the time of death;all wearing apparel,jewelry,silverware,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,anq any and all
other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated
market value thereof;all bonds and mcrtgages held by decedent and of all claims due and owing decedent
dt 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,ir any,giving the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation-as to each item;all moneys payable
to the estate from life insurance polici'~s carried by decedent;all annuity and endowment contracts the
proceeds of which were payabl~upon the deat~of the decedent;and all the corporate stocks and dividends
due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent ~t the time of death,with the market
value thereof at such time.j
•
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 tne 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,toge~her 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 tivo 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 sh~~e,received by each transfe~ee and
all other facts of a pertinent nat~re regarding said transfers.In the case of't~ansfers intended to
take effect in possession or enjoyment at or after death,there is 'also attached to the schedule 'a'copy
of the deed,trust agreement or other instrument creating the trust.Thert~is a,lso 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,or Jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,by the Will,deed;or other instrument of another,
.with a copy of the instrument creating such power attached to the,schedule.
That Schedule D attached hereto and made part hereof sets forth the names a~d addresses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decenent's will,if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto .and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of:record of instruments effecting the vestiture of
"real estate and the date of acquisition of personalty,plus the name,address and relationship,if"any,
of co-owners to the decedent.
That SChedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate;including funeral expenses paid;
'family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and Impaid at time of
'......death;taxes accrued charge.able for period prior to decedent's death.(except.those.allowed under Section
651 of the Inheritance and Estate Tax Act);together with a 'stateme'nt 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"a.s directed therein,·
have been carried forward and properly registered in the Summary.
.,Subscribed and swo~.X~~re me thi,~~,~"i,dr~ffy~~19 ;.,.~·.F~i,12~·······-
>;Ctj;:=;::t';/frtj :···~::j~~~~~t~~:~~~·····~···=
I 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•
.j
RCC-34 (1-64)
COMMONWEALTH OF PENNSYLVANIA
"'DEPAR'TMENT OF REVENUE
BUREAeJ 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 heid as joint tenant or tenancy by e~tireties,report on Schedule "E".Property held by
thede.cedent as tenant in common with another or others,should .be identifi.ed as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commo(lwealth of Pennsylvania should be
described by lot and block number,street and street number,together with
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 encum~rancesupon each parcel at death
of decedent.Taxes,assessments,acqued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
(1 )(2)(3~I
DI;PARTMENT
ASSESSED VALUE VALU.l\TION
FOR YEAR OF ESTIMATED CAlJITlON
DECEDENT'S MARKET VALUE (00 not write
DEATH In this space)
One-half interest in a three story briak
building situate at 5l0-5l2 McKean Avenue,
Charleroi,Washington County,Pa.,known as
the MiZZer Building,valued at $80,000.00 -
One-haZf thereof,
One-half interest in a two story briak buildin
situate at 42l McKean Avenue,Char~eroi,
Washington County,Pa.,known as the Kirk and
CZark Building,being valued at $45,000.00 -
One-haZf thereof,
One-fourth interaest in two five-room fraame
houses situate in Woodward Heights,FalZowfieZ
Township,Pa.,valued at $Z5,OOO.00 -One-
fourath thereof,
I Deer Lake Lots Nos.ll2,ll:5 and Z:56,
40,000.00 ~I
22,500.00 ~J
$:5,'150.00 ift!.
$2,400.00 ~'
5,000.00
j~~~
J ~/1-/118
J~·1L_k
J;L/1 ...t~1J
I A thraee storay fraame dwelZing and lot situate
at 4ll Washington Avenue,Charleroi,Pa.,
having twe lve raooms and two baths,jIi~!$Z'J!'4~TS 1'1J-7 ,,...;7 ?'I-{)8-'7a-~?3
I FaZZowfieZd Township Lots,
I
I
9/.J t...s-6·u()
$-88)6fie.00
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
RCC-35
COMMONWEALTH OF PENNSYLVANIA
.-TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all'tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be-listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.SaVings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobiles,boats,etc.)
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,..
stocks,-mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay-
able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item
No.
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED
MARKEl'VALUE
DEPARTMENT VALUATION
(Do not write in
this space)
Household Furnishings 3 t.ooo.oo ~.
53503.Z0$
Anderson3 et UX'3 Mortgage 3 dated
3 Z963 3 and recorded in Mortgage---3 page 3 Present galance3---
Walter
June
Book
Donald Dorazio and Elaine Dorazi03 his
wife3 Mortgage dated October Z3 3 19663 an
recorded in Mortgage Book 490 3 page 498 3PresentBaZance3
One-half interest in Woodward Heirs accou t 3MellonNationalBank3Charleroin1I1f&.Kl;ff:~)6_)'f.'7 IlJJ.Af/~.-!1SQv;~sIA!count3 First National Bank of
Charleroi3 in the name of Ida M.Woodward 3 $
Savings Account3 Pittsburgh National Bank 3inthenameofIdaM.Woodward3
Savings Account3 CharZeroi Federal Saving
&Loan 3 in the name of Ida M.Woodward
in trust for June Kaleita3
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
RCC-36
(\1\i~tO:\'n~ALTH OF PFNNSYLVAN I A
TIUNSFER INHElUTANCE TAX
nESIDE~T DECEDENT
SCHEDULE "c"
TIUNSFEIlS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)
(2)Did decedent,within two years of death,transfer property from himself to-h-im-se-l-f-and another or
others (including a spouse)in .joint ownership?(Answer yes or no)_
(3)If the answer to (1)or (2)above ,is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's heal th 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)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his deatn:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)_
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or no)_
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others ~------
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise,to
pay income to or for the benefit of care of transferor?(Answer yes or no)_
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of .law?(Answer yes or 'no)_
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)_
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,wlth
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM
None
DESCRIPTION MARKET VALliE
(Es timated)
None
DEPT.VALUATION
(Dept.Only)
[nsp.rt this total opposite "Transfp.rs",Schedule "C"in the
"As Reported"column on the last page of this return.
,ReC-38"
'.COMMONWEALTH OF PENNSYLVANIA
TnAN~n:R INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
HiSTRrCTIOKS:This schedule must disclose all property,real and personal,owned by the decedent ,jointly
wi th another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or ,joint tenants,giving brief description,as indicated tmder Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real·estate value in estate valuation column.Personal property should be listed as in
Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to
the decedent.
Description of Property,Date of Acquisition,Name I
Address and Relationship of Co-Owners,and Place I
of Record of Instrument,where Real Estate.I
NONE
unit
Value
percentage
Share
NONE
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
I
I
t
Insert this total opposite "Jointly Owned Property",Schedule ·"E"
in the "As Reported"column on the last page of this return.
·.---;------=",--------,------------------------------------liliiii
~:99-37.(1?-63)
en)1 ~111~\'"EA 1.1'11 OF PI-:;\;~~\'\'1.A NIA
Ttr.-\NSFEI\ll'illr:HITAl'il'~TAX
RESID~NT DEl'EDE!'\T
SCHEDULE "D"
BENEFICIARIES
. ..I RELATIONSHIPB~NEFICIARIES AND ADDRESSES (If step-children or
\State t ull names and addresses of all who·illegitimate children
haye an interest,vested,contingent or other-are involved,set
wise,in estate).forth this fact.)
SURVIVED
DECEDENT
STATE YES
OR NO
DATE
OF
BIRTH
INTEREST OF
BENEFICIARY
IN ESTATE
June KaZe7.-ta Granddaughter Yes
----------------+--------+-----t------+----------....
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
ESTATE OF
~IATTER OF THE APPRAISEMENT
OF THE
~---.--'-'-".',I
Will
Administration t No.
D<THE
........Year
,
(Executor-Administrator
must complete "As
Reported"column #1.)
CJ ,...,'"0 ::c..,..,Cb Cb0Il>..,Il>til ::l til -til til 0..,.,::l '"0,...,Cb e.......Il>til 0~'0
Il>'"0 Cb~.....,
~0 -<'0
t-r:l Cb...
til ........'<Il>....Cb
.:'.>.(.
IDA M.WOODWARD
Deceased
Late of Charleroi...
REPORT AND APPRAISAL
Commonwealth of Pennsylvania
County of w.ct.~.h:.i.17Jl t;.()rt .
.'
Ulc:~~:>~
V>V>Ul >-<:
n ()()
?'"?'"::r
q ~~,'-''-'
II~~-00 ~~~.
:~:d:0)::~:"'-1 co ........:~:.:o:~0):>:....::~:'",;,:.-til
:"'-1 ::(\):~0)~........
:~.;e:t1~.g .....:e:t1 :e:t1 ~0 '-':.:• •~J'~::4-
.:~:~~r.:0),:0)~:::...
"
";I a •h I.ld ~~.;}11';.;r (I!,,~ll'v •V '.•.••.J •\IU....,"'~
0 -"""1't.<:~!~:~
"'"~~:.
.~:
'''Z:
N:.~:.":~:.~:
~.
'fr.>~~~
~:~:l~:~'.-"tJ:.~-:~~~~:':3:~c.,5'
:'-'J :"\~:":':-'-c..
::0 '-'--Q'Q
~~
------'--...i.l
Form RC C·le·
OFFIC~UF nili
REGISTER OF WILLS
_;,:..W.=a:..::s:..;.h.::,.1,:::..·:.;:n,&J.g....;:t:..;:o:...;n'-='----__COUNTV
.;---~
STATEMENT OF DEBTS
AND DEdUCTIONS
j
DEDUCTIONS ALLOWED IN
THE SUM OF $..C;;..Z{!...~.(/'
DATE APPROVED .~.=2_::G.tf(Y
/?~///'~\f ~~~4X~~'P.~1
Regiller of Wills.Agenl
ESTATE OF __I=...:..D.:.,:A:.....;:;M:....:.__W.;....O.::.....:..O..:....D_W..:....A:,:.R:.:.D L.ATE OF Chaplepoi,Washington County,pat
~.-~?,f ..aTH _...:O:.,:c:..,:t;,;::o.:::,b.:::,e.:,.p.....::.;29:;..;,t....:Z:..:9...::;6.,:.7..z,._DATE OF FILING APPRAISEMENT _--J4z;,..a-~L_~-=--DAT&OF 0.....__
DATE NO.OF'NAMIL OF PAVEE REMARKS A"OUNTVOUCHI:IIl
Josephine M.Douglas,ppobate Expenses,$250 OD
Hapold Shpock Funepal Home,Funepal Expenses.$3.5~6 58
Washington County Repoptep,Adveptising Estate,$l2 5G
The Observep Publishing Co.,Adveptising Estate.$~2 50 -
West Penn Powep,et aZ.,UtiZities.~7.37 S 7.
Woodwapd &Hall I1'7~""''''''''''''''T.l"""1..?1/"......1.._~1 C IlII
o::T
Chaplepoi-Monessen Hosp.,HospitaZ Expenses,$94.00
Mapie Bell,.Nupsina Sepv~ces S 1,-:'0 50'
lMapgaret E.Tippak,Notapy fees,$5 00
J.R•Ruaie Z.Estate Attopneu's fee 85.600 00
..
I
I I.-,----'
-
/J~/Y,ff-?{yo
COMMONWEALTH OF PENNSYLVANIA }
COUNTY OF FlASHTNETON S.:
I.Happy CoweZl &June McConneZZ KaZeita HEREBY CERTIFY.THAT.TO THE BEaT OF
NV KNOWL,EDGE ANthBELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OP'
ACMINISfRATION SUBMITTED TO THE ESTATE OF Ida M.Woodwapd DaCu,eED.AS DEDUCTIONS FOR
INHERI""NCE Tl'll PURPOSES:
SW9RN '''ND SUBSCRIBED DEFORE ME THIS .;l.5U
~~~s..~::;J:::--~~-.rr----=:::"-18 ~
I
.j
~..
·.
...,.