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HomeMy WebLinkAboutOC1968-0915 - ESTATE OF SERENTA·~-------~---~--~---.,------------ .'.i' PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form Estate of _.._~~~~~~~_~~~__.__._.__ .No._--.~1.?..~.t __~~.9.~__ _..__. Deceased Fiduciary._...~.~~_E?tt~,._p.~~.~J..~PPQJ...._._..._._.__ Executrix.............__- -. Date of Date of Decedent's death .;[~·m.~.._~~.t.••l~9.7..._...____._.__._.._..Grant of Letters y.~J:y__.t~.J.._J~.§I _ _.._ _ This is the__..__.._,.._.t~f_~~_..~~_~_.f.~.I!.~f..._.__account filed in this'estate ., If there h~ve'~een former accounts filed in this estate,list file number or number and term._._.....~~.9.n~.._..... Election to take Under or Against will.(cross out one) Date Election Place of; Filed .._ _.._..N.9.n.E;!_.Record ~.9.n~_ _ Name of surviving spouse.___.~~~~~~.~~.~~~~E~.~~~___.___:..__:::.__ _ . List issue,where material: - --Son --Daughter --Daughter --Daughter James Serenta-- - Annetta Difilippo-- Jean stepp - - - - - Patricia Lese-- - - - - Did decedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate) ~.No.If answer yes,name them _.~..__.__.._.....__.__.._.__.____ _.._c••••••••_••••••••••• •__-___••••_____.t•••••••••!'__._.:.••••••••••. Legatees Relationship'Interest Fiduciary,if.deceased or not sui juris Ja.mes Serenta Son 1/4 .None required. Annetta Difilippo Da.ughter 1/4 None required. Jean Stepp Daughter 1/4 None required. Patricia Lese Daughter 1/4 None required. List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: - - - - -No Exceptions If partial.intestacy,give facts: - - -No Partial Intestacy --- - - - - - - - - - - - Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:__._~<?.~~~.~p.t:t.<?.~.~. Fi Ie copy of Notice .,• and date of mailing W.ri.ti:.en ~.9.tJ.~~..g~~.l?~~.c?~~.~.~!:?.~..}.~~:~_ . .•, Is estate subject to the filing of a Federal Estate Tax Return?~~~. Actual ~ayment made on Pennsylvania Transfer Inheritance Tax.Amount $}.~.~9.~.~.~~. Ifthe Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . ....~No:t...s.ub.j.ec.t tO..L.if~.7"..e.s.ta.t~~,:_. 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: - - - - - - - - - - - - - - - - -NONE - - - - - - - - - - - - - -~- - - Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemrze any additional credits not shown by account: ~ Total additional credits (Subtract) R.Marino,Register -Balance filing fee Balance for distribution $..J?J!.~.?§.~}1.. $.__~.9.n~. $?.9.Q . $~.?~.~.~.?..~.~.~1._. I If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value)'.., See Election to Take in Kind filed herewith by James Serenta,Annetta Difilippo,Jean Stepp,and Patricia Lese,dated October 1,1967,which said stocks and bonds have been heretofore transferred to said parties. Said parties will contribute equally in cash to balance the account. ll,?, 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: See above Election to Take in Kind,dated October 1,1967. Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: James Serenta -- ------Son ------.1/4 Annetta Difilippo - ----Daughter - - --1/4 Jean Stepp------ ---Daughter - - --1/4 Patricia Lese -----Daughter.-- - - 1/4 COUNTY OF WASHINGTON,S5: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly _._..~~~.:;-_~doth depose and say that the facts set forth in the foregoing petition are true to the best of b..~);'knowledge and belief. ...........~~.~~!':_to and subscribed before me th;s_~~~_day ~-~'*Qpg_+.~19J-@ S,gna'u,e af off,ce'J~_~;tljdl._------ T ItIe of Officer NotlrrPublfc;W-as~ingtun.."Mrs";ngton.€l1.••••.....•• My Commission Expires August 26.1970Officeexpires,.:. And your petitioner will ever pray,etc. ---~---p~----------------- (~No.915 of 1968 !.- ~)Estate of.....PEARL SERENTA............................................................... Deceased ..ANNETTA DIFILIPPO,F.duclary . EXECUTRIX................................-----.-__.-_.--_-..-_.-__.__. 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:po rag raph b-c;and divisions thereof:show~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.D.Costa ..............................................----_---._._. Attorney ~2 f i "'-', ~..;.:,,\,'.. aLnmmnnU1ra1t~nf JrnnBYluanta.}lIail~tn!Jtnn aLnunty.BB. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 13th day of July A.D.1967 ,before me, Josephine M.Douglas ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of Pearl Serents late of West Bethlehem Township in the County aforesaid,deceased, (a trl.1~copy whereof IS to these~pre.,ents annexed),was duly admitted to probate;and Annetta Difilippo the Executor in said Will and Testament named,having appeared.before me and taken and subscribed the oath'of office prescribed by law; NOW,THEREFORE,I,Josephine M.Douglas ,Regi~ter as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Annetta Difilippo committing unto her the administration of all and singiJlar the goods and chattels,rights and credits,which were of said deceased,and requiring her to exhibit a true and perfect inventory thereof into the Register's Office,at Wa'shington,within ninety days from the date hereof,and to render a just and true account of s'aid administratio:1 at the expiration of six months from the date hereof,and to regard and comply with the provisions 0:the laws of this Commonwealth relating to inheritance taes. IN TESTIMONY WHEREOF,I have hereunto set my hmd and the seal of said Office at Washington,this thirteenth day of JUly in the year of o~r Lord one thousand nine hundred and sixty-seven. "> ....~ /I ·r! .~~..~.~-=-~._~.~.~.~..---~----;----'-),.---------------------""""l"'"""'1~\,r " FORM XALY No.11Z-S WILL For Sale Ly P.O.Nail'Comr,any,Prlnlers &Publishers415GralltStreet,k-lttsburgh,Pa. I,PEARL SERENTA,widow,of Marianna,West Bethlehem Township, 01 '-- - - - -.--)County of Washington,- - - - - - - - - and State of Pennsylvania.,bein!!of sound mind and rnemory)do hereby make) publish and declare this to be my Last Will and Testament)in manner and form following)hereby revoking any will or wills heretofore made by me. First.1 direct that all my just debts and funer:al expenses be fully paid and satisfied)as soon as convenier.;tZy may be)after my decease. .SECOND:I hereby give,devise and bequeath all of my property, real,personal and mixed,of what~ver natur'e and wheresoever aituate, which I may own or have the right to dispose of.at the time of my death, unto my following named children:.JM1ES SERENTA,ANNETTA DIFILIPPO,,.. JEAN STEPP and PATRICIA LESE,in equal proportions,share and share alike.- -.'-------.-.----------- .,.... .,. ...., I' i I II " 'j,.. .J'. c.,.. "","7 do hereby make,constitute and appoint James Serenta,Annetta DifilippoD Jean Stepp and/or Patricia Lese,all or either of'them, Jtobemyexccut ora of this my Last Will and Testament."" , 1I!~ ';\ ]n [4IUtne.sg mbcteof,1~Pearl Serenta,"the Testat rix above named}have hereunto subscribed my name and affixed my seal}the I;;;.;/..7!(. d!Ly of N<>JB>i?l&e-j'~{/I"'0in the year of our Lord one thousand nine hundred and:~';;/:::t:::::1 }.11 ..x·t~r-'~;·r~~t'a,f.~·;J~",:····················e Signed}sealed,published an~declared by the above named Pearl Serenta,widow, .Testatrix,- - - - - - - - - - - -,asandfor her Last Will and Testament ,and of each other. in the presence of us,who have hereunto subscribed our names at thereunto}in the presence of said testat rix her request as witnesses 'tJ'itness: Witness: 1. 20 0', '/:/,o..~)/,,,I ,,,~~_",'"J ~/x :'..~.:~..-:.(.:~·::_.~_"',.._.1_~'..:•••_;..__.:_-_. %""I .,,,....z·"~)..r-'J 1:.,~,L(,1 7'"~_,,0".,.'./....J.._.,,.,.'7(t...~....(·~..I:.·•••"•••••,•••.••,•••••••••••••••••••••,a••,..................••••••••••••(J ., I' I 0 I0I0 I 0 I 0.;.:...,,.... 0:',~,,0 1 : "1 .....~.Nit*i'~ 0 , ! i ~0~$.IIl'4";;;;'f ...0' ~ ..~!0+~8': !0z: R:l~'t5'~i .....~i .......,r.:r~:l'~(/)i ~.....:11 ""!~.~~i .:''t:lll).! ]'t:l~::I-.P-li I ~0Q!'t:l ll)0 ~, ll), I ~.0 ]I-.r:t.~ '.1·'" Io, .'! ! i~tll~ o o,.II-.oll):....:':~.. :tllill)I~ ,,,, •al;;:P-l al H '"Q) ~+>r-I8alr-l r:J)oM O~>U(')~Q ll> •H r-lAO+J~Q o ~Q) I-;)~co cdp.. .;... -,d '"p.. .;VJ 'i::"..o '"...... ~.~ '".<:'")I~p.. .-:c "~ it"... 15tl >.-;;;..Zo ~ ..~ 'j ~~ ~.I;I~II';f:'I~~l!'~::'!:~I~~~.ll',. 'I -,.-~Jt ~t.. J '... _.__....,__--'_..._.....;;.:-'.~.:._...-_-__._..._.:_._o_,;;._.~_ NO.11Sof 1968,A.A. THE FIRST AND FINAL ACCOUNT OF ANNETTA DiFILIPPO,Executrix of the Estate of PEARL SERENTA,deceased,late of Marianna,West Bethlehem Township, Washington County,Pennsylvania, The Accountant ~s charged a.s follows: To Inventory and Appraisement of Property filed July 3,1968••••••.•••••••••••$188,698.79 Income Personalty Account,per Schedue1 "A" attached.. . . . . . . . . . . . . . .1,914.71 Conversion of Stock; Shares Inventory Sale 8/24/67 Rockwell Stand.30 1,078.14 1,010.69 8/25/67 Washington Trotting Association 200 1,500.00 1,000.74 8/24/67 Fort pitt Brewing Co.: (Seeburg Corp.)692 12,023.50 12,760.64 12/6/67 Litton,Ind.1 106.13 107.20 8/31/67 Ling Temco Vaught '32 3,984.02 5,547.69 1,735.17 Difference Between: Proceeds of Sale of 1951 Oldsmobile Inventory Value Difference Between: Proceeds of Sale of Household Goods Inventory Value $100.00 100.00 $120.00 120.00" -0- -0- Credits Claimed by the Accountant. Total••••••• Balance.• • • • • ... . .. .. .. . .. . I !i4 ••••••••••$192,348.67 1 ••••••40,920.301 I ••$151,428.37/ I I "• INCOME PERSONALTY ACCOUNT SCHEDULE nAn Arkansas Louisiana Gas Co. Marathon Oil Co. A.C.P.Industries 375.54 $77.00 26.60 98.80 15.75 103.80 39.38 55.00 40.00 35.00 28.00 26.25 17.85 63.00 41.50 235.30 64.80 13.13 65.00 20.00 28.50 62.50 22.75 21.00 26.00 38.50 35.00 42.26 70.00 24.00 24.50 78.00 .$1914.71TOTA L • • • . • • • • • • • • Union Oil Co.of Calif. American Enka Corp. Wilson &Co.(Ling Temco Vought) American Smelting &Refining Co. Metro Goldwyn Mayer Borg Warner Corp. Columbus &S.Ohio Electric Co. The Seeburg Corp. American Telephone &Telegraph Rockwell Standard Corp. Abex Corp. The Southern Co. Consolidated Natural Gas Co. Cities Service Co. E.I.Dupont DeNemours &Co. J.P.Stevens &Co.Inc. United Aircraft Corp. Chrysler Corp. The Bendix Corp. Gulf Oil Corp. Sinclair Oil Corp. Consolidated Cigar Corp. The Times Mirror Co. Southern Natural Gas Co. Southern Railway Co. Time Inc. Interest Texas Utilities Co.II!:~ I,j THE ACCOUNTANT CLAIMS CREDITS OUT OF THE ASSETS OF SAID ESTATE TO-WIT: NAME OF PAYEE: Register of wills Washington Co.Reports Observer Publishing Co. Register of Wills Register of Wills Texas Stock Waiver Register of Wills J.D.Costa John H.Shrontz 'I ":!~!James Serenta II;Dept.of Revenue ..~ )"Ij ""1:;1 E.C.Fletcher Internal Rev.Service R.Marino,Agent Sinclair Refining Co. :~i'Kinder &Mollenaueri'j. ii, Cox·s Caldwell Crowther Flower Shop Washington Hospital Wash.Co.Treasurer Eleanor GUy REMARKS: Letters Testamentary $ Advertising Letters Advertising Letters Short Certificate Filing Inventory Waiver Filing Account Attorney Fee Funeral Expense Services Taxes Personal Propt.Tax Accounting Services Gift Tax Inheritance Tax Account Account Accessories Account Merchandise Services County Tax Road Tax Account AMOUNT: 11.50 12.50 12.50 32.00 24.00 2.00 16.00 4,500.00 1,244.77 311.14 443.28 282.26 3,788.00 70.10 3,000.00 1,540.00 196.88 . 69.20 . 12.00 10.50 110.30 38.97 28.57 183.62' -Accountant Claims Credits out of the Assets of said Estate,to-wit: NAME OF PAYEE: Hazlett &Barr ;1:1H John Shrontz Store Marianna Telephone Co. Yochey Store Mrs.F.Cargune Mrs.Lewton Washington Observer Brownsville Telegraph Dr.D.Ruben S.W.Miller Kurtz Monument Internal Revenue Service I""'• REMARKS : Account Account Utility Account Nursing Service Nursing Service Advertising Advertising Professional Services Insurance Memorial Federal Estate Tax AMOUNT: $69.86 85.74 23.48 26.23 100.00 100.00 I 2.CO 1.75 15.00 30.43 85.00 24,440.53 TOT A L••••••••••••••.•••$40,920.30 tJ.Observer·Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May,1929, P.L.1784,llJS amended.. Commonwealth of Pennsylvania,County of Washington,SS:.........•.. Personally appeal"ed before file,a Notary Public in and for said County and State,_._.._...Ri.c._b.~.t'.g §..•.._.9.9.W~p.....,who being duly s>worn according to law,deposes and says thll;t he is the §~.~..~.Y.~....~...:;r.t.~.~~.• of the Observer Publishing Company,a :Pennsylvania corporation,and its agent in this behalf;that the said Company is>the owner and pu'blisher of the Observer-Reporter,sucC'essor to The Washington Observer,establishedl September 18,1871,and The Washington Reporter,.established August 15, 1808,a daily newsrpaper of general cil"culation,p~inted and pUblished and having its place of busines's at Washington,Washington County,Pennsyl- vania,v;here it or its predecessors have been established and published continuous'1y for more than six months'prior to the publication of the notice hereto at;tached;th3Jt the printed notice or advertisement hereto attached is a copy qf an official advertisement,official notice,legal notice or legaladvertise~ent,exactly as printed or published in the ObSierver-Reporter in its regulllJr editions on the following date or dates;..__. _ . ..__.._ _Jp._l.y _1.8..•._..2_5__..~n.g !\qgp..S_~.1__':.1..9..6.7....__. that neither th'e affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the allega·. ~~~~:thi,affldovit ..to=~~O'Z:;::iC"~: EXECUTRIX NOTICE i Estate of PEARL SERENTA.de" ceased,late pf MarianI\El;.West,Bethlehem Twp.,Pepnsyh.anlli.·1 ., Letters Testamentary uponI Ehelaboveestatehavir:g been graIlred j to tbe undersigned,notice.is ,here·by given to those indebtec tlieteto, ·to make imm,edia3,;p~yn:ent~;and'to those having cl~ms :or d!l~.ands,,to present them fOl,setUe'merrt;~Annetta DiFilippo,,;jC, Executrix,. '820 East Wheeling Street Washington,Pa.! J.D.COSTA,Atto:-ney I107MainStreet.Bentleyville,Pa..6766·'Jues.-3T Sworn to and W.267S2 subscribed before me thiS.J:.......day of_~_~g~~_t..J.9.67···)W"~.€<t~;~M.~fa;iiii····· W~SHINGTON.WASHINGTON COUNTY MY COMMISSIOM EXPIRES MAY 6.,196\ WashiBgton County Reports ~ Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR )I.SS·:>CIATION) Estate Notices The Register of Wills has granted letters. testamentary or of administration,in the following estates.Notice is hereby given to ail persons indebted thereto to make payment.without delay and to those hav- ing claims or demands to p~sent ehem for settlement to the Executors or Admin- istrators.or their Attorneys. PROOF OF PUBLICATION e • • • •0 • • 0 .0 •• • ••• In compliance mth the Newspaper Advertising Act of :May 16,1929,P.L. 1784 Sec.3,paragrapl:s (3)and (25). COUNTY OF WASHINGmN) STATE OF PENNSYLVANIA (SS. Personally appeared l1efore me,a Notary Public in <Illp for said County and Commonwealth,CHARLES C.KELLER.who,being duly sworn,deposes and says:that he is the Editor of the WAS-IINGTON CO-JNTY REPORTS,the official legal penodica.for said Washingtcn County,pubEs'he::l weekly having its place of busineS5 at '.vashi~·ton,Washin[ton County,Pennsylvania,and is act- ing as its agen in t'his behalf;that the said WAS:-IlNGTON COl!NTY REPORTS was established on March 31,1920,and was'designated as the official legal publication for ~Vashington County,Pennsylvania,ty order of the several courts of said County.dated November 11:1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertiselllem,exactly as printed or published,which a1=peared in the said leaal periodical in its regular issues on the following dates: .........~~.~y.?9...~..}.!..!..~.~~.?!. ........Augu.s.t .3.~19.6.7.. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of ,h;,"fi<hv;'X)f ,hn,_p"~"d([J'"~P"'J"tiOO '"'ro, b1£!JL!uJ ._~~iJLr.~. •Editor Sworn to a subscrib-=d before me thi~. SERENTA,PEARL,Dec'd. Late of Marianna,West BethlehemTownsh!p,Washington County,Pa.Execul,l"lx:Annetta Difilippo,820 EastWh·~ehng St.,Washington PaAttorney:J.D.Costa,107 Main StBentleyville,Pa." KATHE--R1NE c.YARD"Notary Washington,Washi~ton .Co. My Commission Expires November 1.1969 3rd.d'!..--'. .'96 7::::~::&::::::::..:..::::.i :.. tary Public Q a.".' ....... STATE OF PENNSYLVANIA, WASHINGTON COUNTY,r:1....1 The within named Accountant being duly sworn according to law,depose and say that the abcve account as stated is true'and correct as l?.h.~:veriIy bel eve, .,....,---_._...,~- Sworn and subscribed before me this ~.?n-~. ,- day .af ..~....I./;~t,t,..O()b».eE.A ....:)19§i!. ····~····9dt . HELEN RIZAK Notary Public.W,as'hington,Washington Co. Mv Commission Expires August 26,1970 Warshington County,ss: /'/'Y'"-(/Ll.0.~..:/'!~. I do cer-ify that I have given leg'al notice 'to all persons concerned of the filing of the within account in the manner .prescribe~by Sta'tultean~;J of cOI?sg~Cedby prJofs thereof filed to No I.t?_..r1_..zr ~witn:ss~cialseal thiSc:!.£..;;:1 day of ~_!_.._ _19_. ;::J~__I/~~ .-..~·····~--.:...-f':':.···-----_·_·······_---_· Register Jf Wills ~........,...., 0 6:....:::l ell....,0 ....,.:'1 C,).:::l ::l ~0 Q)0<.l 1-f .<:l <.l<.l ....,<.l<li ''-.LEO <li~0 0tll....,... tll '0 0 "-J Q)... H ....,::-..:ru,:x;H Q)Q)~f'r<...~~."",-..--rn -iJ ~8 H '.)Q)...0 Z ~"·~V..J U;J I NI :0 :3 {...til 0r-__ A 0 ....,N P'l r:x:l .r-!....,t....,0 <liEo<P::H Q >:.:<li r:x:l ~-r.!::l "'-.Eo<RUSSEl l t·1AR;'.'''0 •(Jl ,:x;.~<.l~Ul 8 +J R-r-G -:I ,,\oJ <.l ClP'l H C.-iSI Ea OF \~IL!..S oj ~H ~8 ~.:P::~u :a I'i '""'J ~,:x;~(I)....,.8r:x:l ~X .~....,~ojtllr:x:l 0 Q)S...,.<:l~\;~,..."(8 ~.:(Jl .:~:0P::'0 :<.l ci H .::... Z <li ~0~... .'\ .~ ..:..;...,...,..... ~,;oIJ"--'" -~ ., -......r----. ;;: ......'. ,-.:a ,)., ..... ..")/ .~ ~.-': '~ /"1J,.< r '" ~..~~ '" The Court is respectfully.requested to determine proper distribution in this estate. ...,... ."'...i\ffiltuuit (@f 1fxrrutnr (@r i\~mintl1trutnr j ~tatr of Jrnnayluania.l ss: cnounty of Ba.alringtnn \ Personally before me,the undersigned authority,a ~Q.~.~.y.lJ~p..~l~in and for said County and State,appeared A!m~.!;.~.~P.Jf.Jl!p..p.9.:who,being duly sworn according to law,deposes and says that he is the executor or adminjstrator of the estate of ........P..e.e.r.l ~f).r..e.nt.a deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of.!~.~"~~.~~.~~~.~_ , 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. SW07:Jnd subscrib d before me this.......2..J.J,..1 /')1....:..daY.~:.::::··.:::v.~:J:~·:·;X·::~~~=,........:...............U~~t,;;;~ - .L!1ELE RIZA .!tomry Public:Washington.WashIngtOn.ITIONAL INSTRUCTIONS 1.,An ~~.~o~i~~rbe\~tJ26fl.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 $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. ·REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 3Juueutnrg nUll "ppraisemeut of the goods and chattels,rights and credits which Pearl Set'enta Marianna,West Bethlehem Twp~were of _Jate of ""; Washington County,Pa.,taken and made in conformity with the above affidavit. DOLLARS CENT$ PERSONAL PROPERTY: Household GoodS: Bedroom Suite • • • ••••• •..;;••,.• • • • Dining Room set •• • • • ••• •"• • • • • • • 1951 Oldsmobile Automobile ..• • • • • • • • • ••..• • ;112,226 71 268 21 100 00 , I I I I 30 00 ' 40100 50 00 4,306Lo 7,l68t80 4,090 66, 9,650 .00 5,687 .,50 5,290 .65 7,637 .50 3,60 J ,l3 23,25{50 8,61 .50 7,2211.50 •••••••• 50 Shares •Un!ted Aircraft Corp.@ 105.813 50 Shares •Du Pont @ 152~75 83 Shares ...Chrysler Corp.@ 43.375 , 362 Shares ...Gulf Oil Corp.@ 64.25 Table,chairs and Misc.Items •••••••••• 260 Shares ...Columbus &S,Ohio Electric @ 33.125 140 Shares -Cities Service @ 51.625 100 Shares -Box-g-warner Corp.@ 43.063 100 Shares ...Sinclair Oil Corp.@ 71.688 70 Shares -American Telephone &rrelegraph Co.@ 58.·438 200 Shares •Bendix Corp.@ 48.25 100 Shares ...Union 011 Co.of California @ 56.875 First National Bank of Fredericktown (Marianna Branch)•Checking Account •".•..• • ••• First National Bank of Fredericktown '(Marianna Branch)•Savings Account,~~ " \ ,i ,,. BONDS:-,. 1 Sauah ~Lomb Ine.,i500.o6 face @j'a8o~oo .3 Baush &;Lomb Ino",$100.00 face'@.280,,00 1 Baush &Lomb Inc.,$1,000.00 Face @ 436~OO 1 Litton Indu$t~1esI Inc.@.l"OOO.OO.J?ac$@ 264.00 l'U.S.Freight Co.$1,000.00 Face @ 265.00 $2,762.50 1,674.69 7,54¢.,O 1,,078.14 ........... 2,377.83 5,722.50 .3,394.13 ~,G59,72 .3;1,a:~'G 7.5 2,453.75 2,010.00 3.552.50 6_498.78J' 1,960.00 1,846.2$ ;.2,S90.00I ft 1,846.25 !1~456.89 f 1,500.00 v { t12,02).$O Cl, ;l06.13ti3~984.02 r t 2,400.00 840.00 4,360.00 2,640.00 I 2,650.00 "'.'".."•..It • " Pet'Bonal ?ropat>ty ""',Continued. 130 8ha.~es ...Con$olidatad Cigar @ 21.2$ 108 Shares ..Marathon Oil @ 71lt06~ 70 Sheree .,;l~crthwest ~j-t"linaa @ 107'~75 30 Shares'"Rockwell Standard @ 35.938 .35 Sha1"es ~American Smelting &,Ret1nlng @ 61.938 140 Shares ..Times ~!irror @ 40~875 63 Shares :f~etro...Gol,dwyn ?lQ"er @ 5.3.815 6:5 Sharea AlTl.e to!ean FJnka @ 31.688 70 Sheree J ..P.StevEms @ 44.625 65 Shares A3:'kansaa Louiei$I';ult.CasCo.@ 31.7$ 60 Shares •Abex Co~p.@ 33.$0 70 Shares 'A.C.F.,Indu.sttt i~s @ 50 I>7=> 60 Shar$s Ttme,Inc.@ 108.31.3 10 ShIu'ea Consolidated NatlWal Gas fl28 70 ~hares Il'he Southern CQ.@ 26.375 70 Shares ..Southern UatJu"fIl Ga.s €$37 35 Shares -Texas Utilities @ ,2.75 30 Sheu;>e$....Southern Railway Co.'@!48.563 200 Shares",vlashirtgton 'frotting As~oQiet!on ~7.$0 692 $harefi1 ""Fort Pitt Brew-1ng yo!(Seel;>urg)~17.375, 1 Share ...Litton,Ind.@ 106.125 32 Shares ~Ling '11emco V~U.8h~@~24.50 REAL PRO PERTY:~..,....·•..f J ~u tIte (@rpItuus'QInurt nf lIu!lIttugtnu <trnuuty In the matter of the X.t~.~.L?:gg..ftt}~lJ . Annetta Difilippo,Account of . .Executrix '-ESTATE OF .....P~.?:~.~.e.~!.~.t!:~~.~. Deceased. No....~f..9.....Of 19..9.~,1J!KAx ADJUDICATION AND DECREE And now R.~.s:~~~~.~~S ,19..9.~",this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thn~t4~B balance for distribution in the hands ~f the Ac.countant.is determ.in.ed to be $__,........•.37..__..__..__and the account IS a ceord I ngIy confirmed;and It IS ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance wi1th the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg. Balance per account..:-..:•........................................................................... Additional credit asked at audit Balance . 2.00 Deduct Clerk's Costs &Receipts ..104.50 Attorney ~.:..P.:..g~.~.~. Russell Marino,Agent,trans'fer:inheritance tax,-$502.2E Interest from 9-24-68 to 1-2-69,8.1t 510.44 Contribution to maintain assets of estate in kind, James Serenta,son,1/4 residue, Annetta Difilippo,daughter,1/4 residue, Jean'Stepp,daughter,1/4 residue, Patricia Lese,daughter,1/4 residue, 6480.65 $157,292.0819-~g --t:? 39323.02 ~_;?~~S-IO,~y 39323.02 ~9h~ 39323.02 .~ 39323.02 No balance NOTE:Included in the above residue for distribution,arE the follmi'ing assets, held in kind and distributed as such at the appraised value (~alue as shown) and in the proportionate shares as set forth per e ection filE d and subject to contingent Federal Estate Taxes: 100 Shares -Borg-'Warner Corp.. $ 100 Shares -Sinclair'Oil Corp. 70 Shares -American.Telephone &Telegraph 200 Shares -Bendix Corp. 100 Shares -Union Oil Co.of California 50 Shares -United Aircraft Corp. 50 Shares -DuPont 4,306.30 7,168.80 4,090.66 9,650.00 5,687.E,O 5,290.e5 7,637.EO rI -.;;-,-... !'.'...-;> 0.....0 ~ m n :J Z VI n :Y" d 0 ....~ -.~ ty l::::r '"<::~S· .....:J CD .-.-..n: = ....3 0 0 ty -+. 0......... -' .... ,..,CD ra ., 0 0........_...... " Q ....:::r :: CD ra::ty ~ S~..,., ~ ;> , ~ .}-........ ;> .,. (:,'..~,,'"\1,\ '-.' .... ) J ~1 .1 J J j ) J I ·1 ·,-. 83 Shares -Chrysler Corp. 362 Shares -Gulf Oil Corp. 260 Shares -Columbus &S.Ohio Electric 140 Shares -Cities Service 130 Shares -Consolidated Cigar 108 Shares -Marathon Oil 70 Shares ,-Northvjest Airlines 35 Shares -Ameriean Smelting &Refining 140 Shares'-'Erimes Mirror 63 Shares -,Metro -Go ldwyn Mayer 65 Shares -American Enka 70 Shares -J.P.'Stevens 65 Shares -Arkansas Louisiana Gas Co. 60 Shares -Abex Corp. 70 Shares -'A.C.F.Industries 60 Shares -Time,Inc. 70 Shares -Conso lidated Natural Gas 70 Shares -The Southern Co. 70 Shares -Southern Natural.Gas 35 Shares -Texas Utilities 30 Shares -Southern Railway Co. 3,600.13 23,258.50 8,612.50 7,227.50 2,762.50 7,674.69 7,542.50 2,377.83 5,722.50 3,394.13 2,059.72 3,123.75 2,453.75 2,010.00 3;552.50 6,498.78 1,960.00 1,846.25 2,590.00 1,846.25 1,456.89 .,. BONDS: 1 Baush &Lomb Inc.$500.00 face @ 280.00 1,400.00 3 Baush &Lomb Inc.,$100.00 face'@ 280.00 840.00 1 Baush &Lomb Inc.,$1,OJO.00 face@436.00 4,'360.00 1 Litton Industries,Inc.,$1,000.00 face@264.00 2,640.00 1 U.S.·Freight Co.$1 ,000.00 face (~265.00 2,650.00 ·, \ \ ) J '" .. I , .... '.. ..... -' L •c. V J ·.; 0-' ~ m J III 'I t:Y 0- 'St.et 0 t:Y -..... t""\~J _J.......... b .J J ::....J ~,) ::) j t:Y J S .J.J ~t""\ ;. to1~~ 0 .\ n ::J Z n0 -+·9 c::~ ~ (1). 3 :J 0 0 :'--+et ".,.' 0 0-'"i"\'~ (1) J 2..- -;0:\:.,:\ .~.,J-, ~~ ';J. '-~ :1II"ilII l'III) 11 ;1 "!I'IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA.Iii! Ii.; ~:IN i! "I < jl ~", .f I RE: ESTATE OF PEARL SERENTA, Deceased. NO.915 of 1968 DATE OF DEATH: JUNE 24,1967. ELECTION 12.TAKE IN KIND WE,JAMES SERENTA,ANNETTA DIFILIPPO,JEAN STEPP and PATRICIA LESE,being all of the legatees and devisees in the Estate of Pearl Serenta,deceased,late of Marianna,West Bethlehem Township,Washington County,Pennsylvania,do hereby elect to take in kind a.t inventory value,the following shares of stocks nd bonds from the above captioned estate: 100 Shares -Borg-Warner Corp.@ 43.063 $4,306.30 100 Shares -Sinclair Oil Corp.@ 71.688 7,168.80 70 Sha,res -American Telephone &Telegraph Co. @ 58.438 4,090.66 200 Shares -Bendix Corp.@ 48.25 9,650.00 100 Shares -Union Oil Co.of California @ 56.875 5,687.50 50 Shares -United Aircraft Corp.@ 105.813 5,290.65 50 Shares -DuPont @ 152.75 7,637.50 :1I 83 Shares -Chrysler Corp.@ 43.375 3,600.13 362 Shares -Gulf Oil Corp.@ 64.25 23,258.50 260 Shares -Columbus &S.Ohio Electric @33.125 8,612.50 140 Shares -Cities Service @ 51.625 7,227.50 130 Shares -Consolidated Cigar @ 21.25 2,762.50 108 Shares -Marathon Oil @ 71.062 7,674.69 70 Shares -Northwest Airlines @ 107.75 7,542.50 -1- • Election to Take ~n kind -Continued. 35 Shares -American Smelting &Refining @ 67.938 140 Shares -Times Mirror @ 40.875 63 Shares -Metro-Goldwyn Mayer @ 53.875 65 Shares -American Enka @ 31.688 70 Shares -J.P.Stevens @ 44.625 65 Shares -Arkansas Louisiana Gas Co.@ 37.75 60 Shares -Abex Corp.@ 33.50 70 Shares -A.C.F.Industries @ 50.75 $2,377.83 5,722.50 3,394.13 2,059.72 3,123.75 2,453.75 2,010.00 3,552.50 60 Shares Time,Inc.@ 108.313 6,498.78 70 Shares -Consolidated Natural Gas @ 28 1,960.00 70 Shares The Southern Co.@ 26.375 1,846.25 70 Shares -Southern Natural Gas @ 37 2,590.00 35 Shares Texas utilities @ 52.75 1,846.25 30 Shares -Southern Railway Co.@ 48.563 "i:'",BONDS: 1,456.89 lIii "'"I::i 'II ~';:i 1 Baush &Lomb Inc.,$500.00 face @ 280.00 1,400.00 ••••••••••.•$157,292.08 $100.00 face @ 280.00 $1,000.00 face @ 436.00 I':1 Litton Industries,Inc.$1,000.00 Face @ 264.00 'I:! face @ 265.00 840.00 4,360.00 2,640.00 2,650.00 -2- ,--------------:----------------...---------------------------------, ,Election to Take in kind -Continued. The same to be deducted from my distributive share in the Estate of Pearl Serenta,deceased. Dated this 1st day of-----''---- WITNESS: October ,1967. /j;;.-4-LJz...ames Serenta (SEAL) '"---------------- "II I I• -3- (SEAL)< (SEAL) -, Deceased. ESTATE OF •__~~._,._....---.~_...._'~,,:-..<-'-"''':_''_"._.~_..1.•.",.-.••",.1 ",J •~,&~.,~ BENTLEYVILLE,PA. J.D.COSTA ATTORNEY AT LAW I ~MAI~SiREET l' r',. ,...~ IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. NO.915 of 1968 PEARL SERENTA, ELECTION TO TAKE IN KIND " t~ \- ~ <..'" ~:4" ./ /~....'. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA. IN RE: ESTATE OF NO.915 of 1968 PEARL SERENTA, Deceased. WE,JAMES SERENTA,son,ANNETTA DIFILIPPO,daughter,JEAN STEPP,daughter and PATRICIA LESE,daughter,do hereby acknowledge!] " to have received from the Estate of Pearl Serenta,deceased, one-fourth (~)the residue each,which includes assets held in kind and distributed as such at the appraised value per election filed,in full satisfaction of each of our one-fourth (~) distributive share in the above captioned estate as per Adjudica-, tion and Decree of the Orphans'Court of Washington County, Pennsylvania,dated December 23,1968,at the above number and the Clerk of the Orphans'Court to mark our respective one-fourth -efi:~~..uT'-"Tvu.Y7A:'=:A:.::tD""'"'I~FUf-L-IJIlf'-'-p-:;;;f~''1k'v..~:::::l.'"TT.:;,e:;,'~4'~)__(SEAL) "';:;;'('-......l':<<:;...c:a~~~.;.G".£:.~:.L..'~'~;;c;:J:::..-~(,SEAL) JEAN STEPP (SEAL) Dated this__~2~4~t~h~day of J~a_n~u~a~r~yL_,1969. (~)awards satisfied of record. iJ II~term:and We,and each one of us,do hereby authorize and direct I:i ""il~ II !i "i!1':1 'I :,1 Iii! IIII lilii:~ J liii 1:11 Iii! 1:11ii~ firl' n' Ili\ 1':1ilil !iiiilii ;:'] ,IU Iii ill iii \'1':,1:;~ ..... IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNA. ---cr-'._-'-'--l NO.915 of 1968 ESTATE OF PEARL SERENTA, Deceased. !,',~ ..\~I •.R E C E I P T S--------- I {,---' .., "i J.D.COSTA ATTORNEY AT LAw MAIN STREET BENTLEYVILLE,PA. 'wr'" //.1." l"".,:I ,/'.~ Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON 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 _.th~.Inl)eritllnce_lln!i.E.~tate .Tax A,ct of It:!!3l.) and say IN THE MATTER OF THE'ESTATE OF }AFFiDAVIT OF........···~~~..···i~~F!~..~i·d~~~~t)···..···········EXECUTOR Late of w..~..~.t.~.~.tl1..~.E311.E3.I1}':l;~P..!..L w.?l:.~h...!County ADMINISTRATOR State of P.enn.sy.l.:v..ani.a :.1 ••>-88: County of w.~~!:l..J.::~9.tg~J .....................................................................................An.n.gt..t.a P.i..f.i.l.ipp.o . ~or the estate of the above-named decedent being duly sworn,depose .Eecutor Decedent'died Jun.e 2.4.th.,,19.6.7.Jtestate leaving a last will,copy of which is hereto attached,} .(Month)(lillY)(Y~ar)L.intestate Name and address of attorney or} other authorized representative to .. whom all correspondence should be. mailed. .......'l~..p.!....G9.l.=>-t::.~,.:e.::.~,q.!............................................,. .;L 07..Main .st.~.e.e..t,Ben.tJeyy;i.),,),e.L :I?g~. Th t h Executrix d't'f 'I''th th if'c::f 'd . t d th rtaassue,.......................eponen IS amI Iar WI e a aIr~0 sal esta e an e prope y con- ()o;X"CIItor·AdminiBlr..tor) 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX None THIS SAFE DEPOsiT BOX RENTED IN NAME OR NAMES OF None RELATIONSHIP OF JOINT HOLDERS TO_DEC~DENT 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 Sc.hedule A attached hereto and made part hereof sets forth full v and in"detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also'sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giVing the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,saVings banks,trust companies,or other institutions,whether indiVidually,"or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of saVings banks,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- tdebtednessoftheUnitedStatestothedecedent;all obligations,whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdlvis}on thereo~or of ..~any foreign country,which are owned at the time of death;all wearing apparel,jewelry;silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,'and any and all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated market vallie thereof;all bonds and mor tga.e:es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giVing the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as ~o each item;all moneys payable to the estate from life insurance polic.les carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. o • '.'e' 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 transfe~ee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y of the deed;trust agreement or other instrument creating the trust.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,which 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 and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,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 ~n the name of the decedent and others,plus the date and place of r.ecord 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 commissiQns paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious sJ~vices,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 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 thiB . ---'3~;;day of ..19.~~_.Y:~~i;;~-.........................d0.L.,.....e..~.Q.~.9:~.:!;Wb..~.§l.i..D.g $..t.~.§.~.t ~~. HELEN RIZAJ((Street Number) Rotary Public.WashinEton.Washlnlton CO...Y.l.~·.~?~!l.9.:t::g~.!~.~!l.~.~y.~.Y..~.~.~.~.. !It)'commission E1.pires August 26,1970 (City or Town and State). NOTE:Before 'signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (1-$i4) COMMONWEALTH OF PENNSYLVANIA D~PARTMENTOF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX' RESIDENT DECEDENT SCHEDULE "A" .eAL PROPERTY Real property in Pennsylvania,with sJatement of mortgage encumbrances upon each petreeI at death of dece- dent.Where property heid as joint tenarit or tenancy by entireties,report on Schedule liE".Property hf.'ld by the .de.cedent·as tenant in common with a~other or other.s,should .be identified as to quantum ~f interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo!1wealth of Penns)·lvanla should be (1 )(2}(3)I described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm·st':lte number of a-.FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encum~rancesupon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accr.ued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule IIF"and must not be deducted from this schedule. NONE.',.. I " - , " " -' Insert thi s 'total opposi te IIrea l property",Schedule IIA"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 "n" 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 capacitr,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 ESTI~~TED VALOE MARKEl"VALOE DEPARTMENT VALUATION (Do not write in this space) First National Bank of Fredericktown (Marianna Branch)-Savings Account 12,226.71 1951 Oldsmobile Automobile 268.21 ~ 100.00 I30.00 %40.00 50.00 ..4,306.30 7,168.80 4,090.66 9,650.00 5,687.50 ~ 5,290.65 ~~.. 7,637.50 i 3,600.13 123,258.50 ,8,612.50 of'( 7,227.50 ()j{ 2,762.50 1)1( ~7,674.69 DIf' •7,542.50 0'1( x x Cities Service @ 51.625 70 shares -Northwest Airlines @ 107.75 50 shares -Du Pont @ 152.75 83 shares -Chrysler Corp.@ 43.375 70 shares -American Tele.&Tel~graph Co.@ 58.438 50 shares -United Aircraft Corp. @ 105.813 Household Goods: Bedroom Suite Dining Room set Table,Chairs &Misc.s 200 shares -Bendix corp.@ 48.25 100 shares -Sinclair Oil Corp.@ 71.688 100 shares -Borg Warner Corp.@ 43.063 First National Bank of Fredericktown (Marianna Branch)-Checking Account 100 shares -Union Oil Co.of California @ 56.875 362 shares -Gulf Oil Corp.@ 64.25 260 shares -Columbus &S.Ohio Electric @ 33.125 140 shares 108 shares -Marathon Oil @ 71.062 130 shar-es -Consolidated Cigar @ 21.25 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. SCHEDULE "B"PERSONAL PROPERTY CONTINUED. Estimated Market Value 30 shares -Rockwell Standard @ 35.938 {)I(-;;J.,'$'1 078 14,.t 35 shares -American Smelting &Refining @ 67.938 t'•2,377.83 140 shares -Times Mirror @ 40.875 '!I 5,722.50 63 shares -Metro-Goldwyn Mayer @ 53.875 f (•3,394.13 65 shares -American Enka @ 31.688 .2,059.72 1 share -Litton,Ind.@ 106.125 60 shares -Time,Inc.@ 108.313 70 shares -The Southern Co.@ 26.375 70 shares -J.P.Stevens @ 44.625 Q.I'3,123.75.. .,2,453.75n f',2,.010.00 f I 3,552.50 'f'..,6,498.78 ,.I ,1,960.00 I:.l 1,846.25 I),2,590.00 , I •1,846.25 "1,456.89 1\I 1,500.00 I I .12,023.50 I I •106.13 ,.tl 3,984.02 Texas Utilities @ 52.7535sha.res 32 shares -Ling Temco Vaught @ 124.50 30 shares -Southern Railway Co.@ 48.563 70 shares -Southern Natural Gas @ 37 70 shares -Consolidated Natural Gas @ 28 70 shares -A.C.F.Industries @ 50.75 65 shares -Arkansas Louisiana Gas Co.@ 37.75 60 shares -Abex Corp.@ 33.50 200 sha.res -Washington Trotting Assoc.@ 7.50 692 shares -Fort Pitt Brewing Co.(Seeburg)@ 17.375 BONDS: 1 Baush &Lomb Inc.,$500.00 face @ 280.00 3 Baush &Lomb Inc.,$100.00 face @ 280.00 1 Baush &Lomb Inc.,$1000.00 Face @ 436.00 1 Litton Industries,Inc.$1000.00 Face @ 264.00 1 U.S.Freight Cq.,$1000.00 Face @ 265.00 II 1,400.00,'840.00 },4,360.00 I,2,640.00 t f 2,650.00 TOTAL PERSONAL PROPERTY•••••••••••••••••.$188,698.79 RCC-'jO .:: COMMON111EALTH OF PENNSYLVANIA TfuiNSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "c" TRANSFERS (1)Did decedent,within two years of death,make any transfer of any :tIaterial part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within two years of death,transfer property fron himself to himself and another cr others (including a spouse)in joint ownership?(Answer yes or ~o)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 !".eal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,nake any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession o~enjoyment at or after his death? (Answer yes or no)no (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime m!l.ke any transfer without receiVing a valuable and adequate consideration therefor under which transferor expressly or impliedly reserve3 for his life or any period which joes not in fact end before his death:no (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 considerat:on for which was transferee's promIse to pay income to or for the benefit of care of transferor?(Answer yes or no)n_o __ (8)Did decedent,at any time,transfer property;the beneficial enjoyment of which was subject to change! because of a reserved power to alter,amend,or revoke,or ¥J1ich could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)no (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or th=decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supporterl by affidavit by the attending physi,cian as well as a copy of the death certificate. NOTE 2:If answer to any of ~he above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statEment of facts on which said claim is based. NOTE 3:List applicable property below in manner in Which prOVided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALOE (Estimated)DEPT.VALUAT:ON (Dept.Onl-f) Insert this ~otal opposite "Transfers",Schedule "C"1n the "As Reported"column on the last page of this return. •••••---,-__-----;__~lCOMMlJNWF,\LTH 0F PENNSYLVANIA THt\1\SF'Elt fI\HF1UTANCE'TAX n.F~IJ)ENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY Description of Property,Date of Acquisition,Name I unit percentage Estate Address and Relationship of Co-Owners,and Place i Value Share Valuation of Record of Instrument,where Rea!~state.! Insert this total opposite "Jointly Owned Property",Schedule -"E" in the "As Reported"column on the last page of this return. DEPARTMENT VllUATIQN CAUTION~Do not Writ~ In This Space. Value of Value 3f Entire Decedent's property Interest -, I II, iII I I I Ii L=--,,-__ I 1 .... RCC 7 37··(12-63) ('O~i'~tONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH James Serenta Son Yes 1/4 th Box 472 .- Brownsville,Pa..-... Annetta Difilippo Daughter Yes 1/4 th 420 East Wheeling St. Washington,Pa. Jean Stepp Daughter Yes 1/4 th Marianna,Pa. Pa.tricia Lese Daughter Yes i/4 th Marianna,Pa. .. ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE -------'------+-----t-----------~~.~ ...... OF THE ,\i ESTATE OF ~IATTER OF THE APPRAISEMENT if;..•{. ~'"t:l ::c....ctl ctl·llJ ....llJ::s til ..... til 0......::s '"t:lctlllJ'"1.........0 V>'t:l '"t:l ctl.........g ~ ~,... '< , \: (Executor-Administrator must complete "As Reported"column #1.) CJ '"1otiltil ..-.l~~~ t'%1 til.....ll:>.....ctl 1.~: .,~,~y ...Year ~THE !No. Wil1 Administration '"y ..,;"I PEARL SERENTA Deceased Late of.vv~~t:I3E::t:h.1.~11.f:~.'1'<:>\\71:1~11.:i.P... '. REPORT AND APPRAISAL Commonwealth of Pennsylvania County of .W~snJngt.on.. ~E'..l;""t72::8f ~~'~.~:;--.--0~IC,~=:::~.;). ~~~ ..C/.;c:5 t?;t~';' r_i;; L.J ~ '--I\,),. y-;..--,..._. i I~,. t:::/ ~~ ~: 0000, 0' ~ 00:. :-....J : :~: -00-00 enc:: ~s::>::c~~,-....,t-<en en en()(')(')?"::r ?"n t:J >:::::-- -oo~-oo-oo :~ :00 >:00 V> Z~:Z::co:0':0 ctl-;:::=':~~-g ........CD :00 :CD '"1:.ct:......:1 ~.~........ -00-00-00-00 tv o}>'J: U!t_c:;I,:)""'........3 ::sr::c..~\ .' Form RC C·lO OFFICE OF THE REGISTER OF WILLS OF Washington COUNTY STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN ./I )fJ.yi6.d? THE SUM OF $:. DmTZ;;q,;~ Register of~~Age~t , ESTATE OF __P_E_A_RL__S_E_RE_N_T_A LATE OF _W_e_s_t_B_e_t_h..;.1...;e..;.h_e;..;m;,;,;-.T~ow...;.;";;,,n;;.;;s;.,;;h,;;.;1;;;.·Pl".-_ June 24 1967DATEOFFILINGAPPRAISEMENTDATIiOFDEATH, DATE NO.OF NAMIL OF PAYEE REMARKS AMOUNTVOUCHC", Register of Wills Letters Testamentary ~11 10 50_. Washington Co.Reports Advert~sing Letters 12,,50 .r"l>"hl i <::hi nn Co .....:3··--tisina Letters 12 50 Register ~~Witts Short Certificate 32 00 'DO';;cd-oY't"\w;Ie::Filina Inventorv 24 00 Texas Stock Waiver Waiver 2 00 Reg1ster or~~~lS ~1~1ng Account 4,500,J D-Costa Attornev Fee 00 John H.Shrontz Funeral Expense 1,244 77 James Serenta SerV1ces ::H~1o~4 nOT'\r ni=Revenue Taxes 443 28 countyFirea~urer Personal Propt.tax 28210 26 F.('t=>.f''OY Accountina Services 3 788 00 Internal Rev.Service Gift Tax 701-10 -R.....-Ma·rino,AS'ent Inher-itance Tax .....,·,·vvv ...........-.~in,..1~i,..Do4=':;nina Co Account 1 540 00 Goodyear Rubber Co.Account 196.88 K1nder &Mollenauer Accessor~es b~.~u Cox·s Caldwell Account 12 .00 Crowther Flower Shop Merchand1se 10..50 fAT::>cih;Hosnital Services 110 30:fsh•c°r.n;reasurer County Tax 38 .97 Road Tax 28 .57 John Krusiki Account 183 .62 Hazlet~&Barr Account;.b'jl .~b John Shrontz Store Account 851-74 Marianna Telephone Co.Utility 23 1-48 Yochey Store Account 26 Ie 23 Mre::~,..""Nursina Service 100 00 Mrs.Lewton Nurs~ng SerV1ce 100~OO Wash1ng""Eon Observer AQVert1s1ng ~,uu -l~ville Telearaoh Advertisina 1 ,75 Dr.D.Ruben Professional Services 15 00 S.W.M111er ~nsurance .:Su 1e4.:S--nt Memorial 85 00.....7- <:::TnternaJ:Revenue Service Federal Estate 'fax ~~·"'-"'·A·_-~-_'A' Register of Wills Balance on Account 210 00 Total._eeA••.•• • "TV,___ IL/~"2)(IA...Air-~./7(t.f)~.L"J r~)~JY~of COMMONWEALTH OF PENNSYLVANIA }s.:(J COUNTY OF Washington I.Annetta DiFilippo HEREBY CERTIFY.THAT.TO THE BeaT OF ....y I<NOWLI!:DGE AND BELIEF.THI!:FOREGOING IS A JUf>T AND TR§E 8rAT~ENT OF DEBTS.FUNERAL EXPENSES AND EXPENIID OJ' AD."'OT""O'ouo.,mo TO THE EST"E OF earl erena ~OEC"'EO'AO OEOUCT'O'E .00 INHERITANCE TAX PURPOSES. "''1//~ SWORN ANDt~BEDBEF~THIS ~20th ""~".E.' DAY OF C er ,'f68 •"-;(fA f~Il--=z::;........d-- "'"tJ HELEN RIZAK *tary Public.·Washington.Washington Co. My Commission Expires August 26.1970 RCC-8'(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA8E REFER TO In Re:Estate of P_EARt__'...:,...'_SB......·_nE......·.:.:.,:N......#t,:.:i&...;:.'_ WAStlI!mTO}l_______________County -File No. Dear Ms.D~V111Sppu~ You are hereby notified that t~e~~~~O~.;.~i~:sJJull=.~'.'=·~.·~-._------ appraisement in the estate of elr~~~ta has been filed in the office of the Register of Wills qf trIDIhlns,ton County on July 12.,19Ji&.Said appraisement reflects'the following valuations: RealEst ate -------!lI'"r.::n-"'.........T'I"'"-..........---- Personal property __l_68_,_t~b_98~~~~7~9~'__ Transfers -----1~CE9g·.·-=G~"M~.~-=-i/IIt!!j!~f'__Tota1 '_;;;iV__~_i_v _ 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 (5%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. July 12,1968 Date _Signed Title Note:This is not a bill. ~cc-;q (6-64) r.OVMONWEALTH OF PFNN~YINANI.:\. TRAN::'FEH INHERITANCE TA\\.-..--· ~~SIDENT DECEDRNT SERENTA,PEARL June 24,1967 File #9435-218 SUMMARY' 06/24/67 . 07/12/68Dated: FILE #9435-218 rmpOR'l'OF INHERITANCF.TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of #.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 right in Schedules "A"~"B","C"and "E". REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for _ County,Pennsylvania,do respectfUlly report that I have allowed deductions in the amounts claimed by deponent,~xcept as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the swn allowed as a deduction. Dated: REGISTfR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED Vr\LUE AS REAPPRAISED $$$ .188,698 ~79 188,698:.79 .----- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASBETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 188,698:79 ======:= 188,69f3'.""79" =====.-=======:= Valuation of life estates or annuities . . . . . . . .*----- ESTATE T.~~ASSESS~mNTS $-------- TOTAL TAX BALANCE PAID . ~-------- $------ IAs evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. *------- $------- $-------$ COMPUTATION OF TAX $======1= $----- $d.:======\~','------ *------d>t..:I _ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax .if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from to AMOUNT OF ESTATE TAX ASSESSED Es tate tax paid BALANCE DUE Add interest at rate of 6%from to _ FOR USE OF REGISTER ONLY Tax on $~_;__!'5%$_r ax on $10'10 ~_ T ax on ~:~$_ Tax on $.__1Fi%$_ Exemptions,?======:=(,:,) Total Estate _ FOR USE OF REGISTER ONLY ADJUST~NTS 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. ~ f Will lAdministration~No Year . DJ THE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF ..p.~~$~~N':I'A.. Deceased I,';'l Late of ..W.BETHLEHEM TWP. Counh''of WASHINGTON... Commonwealth of Pennsylvania REPORT AND APPRAISAL "..·t i1 . L /" " Form'RCC-2'· •DEPARTMENT 'OF REVENUE BUREAU OF COUNTY COLLEC:rIONS ~ HARRISBURG.PENNA.1712 7 COMM:ON·WEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT 1 ·1 DATE ~.~~~~.~..~~..~.~.~. NTY WASHINGTONCOU,,.....•...............~: FILE NO ~~~.~.?:.~.~.~_.. Whereas..J~~AR~~~.~N~.A late of ~.~~.~.r.~.~~~~..~. in the County of W~$a..~.NqlQ.N Commonwealth of Pennsylvania.having died on24thJune.67..the day of 19 seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I W R CHANEy afi appraiser duly appointed according to law. I having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix I 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 I the expiration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer I inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAaaetValuesMadeforInheritance Tax Purposes I $ REAL ESTATE: NONE NONE I..PERSONAL PROP.: As ner Scbedu1e "B"attached 188;.69~.79, I " TRANSFERS: NONE NONE " I I I JT.HELD PERS.: NONE ..NONE, ,..-.... I . -I TOTAL .188,691 79 v , 'I , I', torm~~V~hbl:~::~I~W"':"·~l~~I~::~;o~e~~:~~a~;~§P~~/ .AppraIser./..·..·..·..·..····....··..··..···..·7··..········..·....·....·......·····...................................:.:......................................~(N\lmbl!t'aDd'!lt1-oAt),·................·..............~·............'........7.;.-::..;;;:..-?....................·..........:'Penn..' - ---- ." ~i" ~_.-- "'j~~... '-;:" ....................................~WASHI.NG.TON.,........COU1lty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PEARL SERENTA.................................................................................................................... Deceased. Late of W.BETHLEHEM TWP. Date of Death,·J.une 24.~19.6.7 . Appraisemel!t Docket Vol.,:J..7 . Page,~.~:.~No ~~~.?.:..~~.~, Filed in Register's Office,J.uly 12.,.19 68 Amount of tax due,$.. /tfI ~~PARTMENT OF REVENUE Received, Exa.mined and Approved,,.. Wrote abo.ut Appraisement, Appeal f,.om Appraisement,;.. Entered and ch<Irged,. • .,.' (~