HomeMy WebLinkAboutOC1968-0930 - ESTATE OF BALIEUTestate For:;..'
.
P.ETITION SUR AUDIT "-.
IN THE ORPHANS'COURT OF WASHINGTON -COUNTY
t;,..:,:
,.EMILE FERDINAND BALIEU aliasEstateof__._._.
EMILE F.BALIEU alia~EMILE........_--..--_-_-__--_--.
BALIEU
Deceased
.930 OF 1968 .No,_.
Fiduciary ~.~~.~~..~.~J":.J~v.~:.
Executor........................__-_~_.._----..
Election to take
~r or Against will.(cross out one)
Dat'e of r Date of ..
Decedent's death ~~.Y.~~~.~E ~2.!~.2~.7.Grant of Letters ~~.Y.~~.~~E..~.gL.~~.~~.7..
This is the fJM~.)\N.P...E~.N~..~.Qg.QQ.N~account filed in this estate
Wthere'have'be~nf;';me~a~co~~ts'"iile'd in this '~state,list file number or numb~r and term N.Qu.e..................•
...._.__._--..--_._-___-___--____-_-_--.
Date Election Place of;
Filed .3/8/6.8 ,Record r:J.S?!...3.7.~~f..).968O.C.Docket
Name of'survivi~g .spouse A.U.GJIST.!..BA1J:E.U _ __.!:.._ _~~.?:._~_~.~_~..137
;
List issue,where material:'.....
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~...l.1_.w.:J.~':.'d(.!
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.Did decedent marry after ex~cution of will?(indicate)¥~,No.Any children born after execution of wi.ll?(indicate)
~No.If answer yes,nam~them _ _ .
____- -..-_ _ _.._-___-_ _ _____~_----..
Legatees Relationship
I.1
Interest Fiduciary,if deceased or not sui ~uris
ARTHUR BALIEU
YVONNERANLLI (Renaldi)
FREDA BALIEU
Brother
Sister
Sister-in-law
1/3 sui juris
1/3 sui juris
1/3 sui juris
..
List,if exceptions to above:Adeemed:Revoked:
None
Lapsed:Abated:Give Cause:
If partial intestacy,give facts:None.Except widOW'S claim against Will.
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:,_.
File copy of Notice _
and date of·m~ili.ng J.gJ.Y.ll.,~9..6.8 ,.
Is estate subject to the filing.of"a Federal Estate Tax Ret~rn?~.?.:.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $:..~.?~~,.~"
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 are admitted to be correct;and whether the claim is denied.
NONE
/
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-"
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
Balance for distribution per account,
Itemize"any additional debits not shown by"account:
t"
Total additional debits (Add)
Itemize any additional credits not shown by account:
Freda Balieu ..,.Refund money advanced
to pay nurses
Total additional credits (Subtract)
"Balance for distribution
$~.~.~.~.?~.7.?..
$...._~.O'~.
.':'
'v"
$_~.66 .5p..................':'........_.....
$~.;.9..~§.~.??.
If balance for distribution is not in cash,list each item held in kind,giving appmised Value (or distribution Value);
Cash.in bank
<"
,or,
./,'
.$2,946.22
,.---,~-----_.~
,.
'If Fgmily Exemption.claimed by Petition,give place of Record:NQ.u~:L : .
'If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N.9.n~.
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
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
•'f'
.AUGUSTA BALIEU,widow.'.
ARTHUR BALIEtiJ,:'
..
YVONNE'RANLLI '(Rena1di)
·FREDA BALIEU
COUNTY OF WASHINGTON,SS:
COMMONWEAL:TH OF PENNSYLVANIA.
Per election filed"..1/2 res idue
1/6 'residue
1/6 residue
1/6 residue
The'above named Fiduciary or representative thereof,
being duly ~.~.~~.~doth depose and say
that the facts set forth in the foregoing petition are true And your petitioner will ever pray,etc.
to the best oL .b.ls :knowledge and belief.
.............................~.~~.~~to and subscribed before
me,.this 7.t:b.day ~Of----------s-eR-t-emb-eo/---19--6_a_..------:~----~xeciifoi;---------------
Signature of Officer... ...:-.-a.~~.£.i....T~tl f'Off'r .No ar-f Pub1 ie .leo Icer..............................................................
Office'expires .
.,;.'BETIV J.SWEENEY,Notary Public
,~-Charleroi Borough,Washington County
My Commission Expires July 31,1971
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No.....9.3.Q._.9.f.J,9..Q~.._~_.
Estate of...E;~J~~_.F.~~_J?~~~.P.__J?~k*~.~.
.....---.;:'''.-.._..- --_-_-
Deceased.
Fiduciary..__ARI'l:.l·W~__J~ALI_EJJ _.__ .
Executor
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciory will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:po rag ro ph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order oppointing 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
(,.i;f.fl?t fiJe9.~it~.account.
..;.1 .t""\~'.'~_,:8CC:~~lifi~q!~;iohliens 'Iin case any of the
funas"for.;ajstriDution are from judicial
sale of real e·statEi.~
"".-I"',-9~Si9~edrry p'nq:,Jtemii~d elections if any
distribUfion .'in:k.ind;·.
1O.Copy of FederaI Estate tax return if es-Ct.b~~~is.~UQject th.,.ereto..1 J'ff ,"c,,,~f".•..~J ,",',;or •.
AUGUSTL·.SISMONDO.,--__---:-~- -..--_- --."'..:
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~:,.·:~'2 Attorney
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You are hereby notified that the fiduciary,whose;name
appears below,has filed an,account as such in the Office of the Orphan's Court'and Register of Wills
for Washington County,Pennsylvania,and that th e same will be presented for confirmation·to the
Court on Mo,nday,A,pgllst 26},19 68 ;and'an audit of the s~me ~ill be held the
week beginning Monday,".Sept.9 ,19..6.B-at 1 :30 P.M.D.S .T •.at which time and place
you may appear if you so desire.
ESTATE
of
EMILE FERDINAND BALIEU
alias EMILE F.BALIEU
alias EMILE BALIEU,
deceased.
AUGUST L.SISMONDO
AUGUST L.SI;SMONDO
Attorney for Estate
337 Fallowfield Avenue
Charleroi,Pennsylvania
In the
Orphan's Court of ,Washington Co.,
Pennsylvania
NO.930 OF 1968
,Washington,Pa.
ARTHUR BALlEU
AcmmaiGUD
Executor.
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KNOW ALL MEN BY THESE PRESENTS:Whereas,at Wa~hington,in the County aforesaid
on the 20th day of NGveaber A.D.1967 ,before me,
JOSEPHINE M.DOUGLAS ,Register for f1e Probate of Wills and Grcfnting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
EMILE FERDINAND BALIEUallas EMIIE F.BALIEU alias EMILE BALTEU
late of Fall.wflel'Township iL the County aforesaid;deceased,
(a true copy whereof is to these presents annexed),was duly ad~itted ~o probate;and"..,
( ,ART'Hlm
j.BALIEU
./
the Executor in said Will and Testament named,having appeared bdore me "nd taken and subscribed
the oath of office.prescribed by law;
NOW,THEREFORE,I,Josephiae M.Douglas
grant these LETTERS TESTAMENTARY,unto t he said,
,Register'as aforesaid.,do
committing unto hi.
.ARTHUR BALTEU
.the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring
to exhibit a true and perfect inven-::ory thereof into the Register's OffIce,at Wa'shington,within ninety
days from the date hereof,and to render a just and true accoum:of s'aD administration at the expiration
of six months from the dilte hereof,and to regard and comply with tie provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have here'Jnto set my hand and the seal
of said Office at Washington,this t w eat 1 e t h
.day.of .h N-G --,y.e·'!II.b e r.....-in the year of our --Lord one thousand
nine hundred and six t 1 -s eye A.
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9---~-~,~~.................1/.........,..............................RegIster
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1£rttrrs wrstamrutary
ESTATE OF
.........~.Ml.~.._.~RP.:;r~r~:m;r ...~A~.~.v.:....~~~Aaa
EMILE F.BALIEU alias
Esile ·Balieu
................................_D.EC~.
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LAST WILL AND TESTAMENT~--.-..;;.-=-.;,..;~~
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KNOW ALL MEN BY THESE PRESENTS,that I,EMILE FERDINAND
BALIEU alias EMILE F.BALIEU alias EMILE BALIEU of the Township
revoking any and all former Wills by me at any time heretofore
Last Will and Testament,hereby~
I
made.I
And as to all of my estate,real,personal or mixed of which I
I
I shall die seized and possessed"or to'which I shall be entitled I
at the time of rrrj decease,I give,devise and bequeath as fOllows,l
to wit:I
FIRST:I direct the payment out of my estate of the 'expensesl
'j of my last illness and funeral.
All the 'rest,,re'iildue and remainder of my estate,SECOND:Ireal,and personal,I give,devise and bequeath in equal one-third'
(1/3)shares unto my'brother,ARTHUR BALIEU,my sister,YVONNE
RENALDI nee Balieu,antl my sister-in-law,FREDA BALIEU,to have
and to hold the sameJunto them,their heirs and assigns forever.
THIRD:I nominape,constitute and appoint my brother,
ARTHUR BALIEU,Executor of this my Last Will and Testament,and
'~I direct that he sh~ll not be required to enter security in any
~
'0 jurisdiction in which he may act.
IN WITNESS WHEREOF,I have set my hand and seal to this my
Last Will and Testament this 7 ~~day of January,One Thousand
,Nine Huri'dred and
I
-Sixty-seven (1967).
-?I ,A /c I (J)£tt:e~l/
.&01--::''.0./~./}A'L£-n4/J1.{L/(SEAL)IEMILEFERDINANDBALIEUI
Signed,sealed,published and declared by the above named
I •••.'"·testator,EMILE FERDINAND BALIEU,~s and for his Last wiil and
;1
i,Testament,in the presence of uB,who at his request,in his
presence and in the presence of each other,all being present at
,tAhesame time hpve hereunto subscribed our names as Witnesses?
,()~~/Jr •~~'/'1 .-J/Jly '1,,~/4 eftr:.~Address ~$h/'/..-{,,)~.
/)f-)jV ~.f)tJ ,_"
!t{'-7 v""'<1 U'~/fr L.(!.<\A...c..C'~.e Address,~:"..A-\....a.--t..-(t--'t-e:r (U,!,
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NO.~J1d ,OF 1968
FIRST AND FINAL ACCOUNT
of
ARTHUR BALIEU,Executor of the Estate of EMILE FERDINAND
,'BAL~EU alias EMILE !.:.BALIEU a.lias ,EMILE BALIEU,deceased,of
.
Fallowfield Township,Washington County,Pennsylvania.
The Account is charged as follows:
I.To balance of estat~per Inventory
and Appraisement filed December
28,1967 ••••• • • • • • • • • •
•• •
$5,078.40
II.Am't.received from U.S.Treasury,
lump-sum payment of ()ld.Age &Surv.
Insurance.• • • • • •.'.• • • • ••• •
240.90
III.Amlt.received from U.S.Treasury,
Burial Allowance.• • • •,.• • • •• ••250.00
IV.Miscellaneous Items
Sale of furniture
Sale Price ••••••$54.00
~ppraised at ••.•••,50.00
Gain on Sale of furniture •• ••4.00 '.,.
•••
v.To loss on sale of Marvin Rifle
Appraised at.• • • • •$25.00
Sale Price.• • • • • •-15.00
Loss on sale of rifle.
-TOTAL ASSETS OF ESTATE~........
,..
• •-10.00
RECAPITULATION
•$5,563.30
•2,450 .58
•$3,112.72• ••••
•• • ••
Total credits claimed 'by Account ••
Balance due Estate • • •
Total Assets of Esta.te •
.._,.
•
~I .•.•
'-~....,..~,..-~....
The Accountant claims.Credits.out of the assets of said Estate,
to wit:I------it----------p-a-y-e-e----------~~·-·---------
Date ~st.Ck.Purpose Amount
Arthur Balieu1/9/68 1
(c)
Money advanced Estate
.to pay:
West Penn Power Co ••••••$1.63
Authority of the,Borough of
Charleroi (Water Bill)• • •2.77
Columbia Ga~Co.,.Inc.3.71 8.11
2/23/68
3/9/68
2
3
The Valley Independent
Francis C.Slezak
.'
Advertisement of letters 10.50
-In full of funeral
services 1,609.50
3/9/68 4 AU1~st L.Sismondo .Money advanced Estate:
!a Letters Testamentary •••••••$15.00
b Advertisement of letters ••'••,12.50
c File Inventory &Appraisement .'.4.00 31.50
3/9/68
3/15/68
3/18/68
4/22/68
4/30/68
6/13/68
7/1/68
7/1/68
7/1/68
7/1/68
7/1 /68
5
6
7
8
9
10
11
12
13
14
15
Betty J.Sweeney
Matthew Barrass and
Glenn Kraft
Charleroi-Monessen
Hospital
Aland C.Dent,M.,D.
J.R.Connelly,M•.D.
~uinet Monument Co..Borough of Charleroi
August L.Sismondo
Betty J.Sweeney
Arthur Balieu
August L.Sismondo
.
Russell 1VlarinQ,.11~g~,,_
.Trip to Washington
to proba1:!e·will
Refund on pro-rata
share of 1968 taxes
(2 months)
$40.Part A-Medicare
Deduction -$14.25
Bal.due on Part B
Medicare charges
In full -Services 'from
11/3/67 to 11/15/67
Surgery charges'
Cutting date on marker
Sewer Tap-in--Services
qn Tuman Way 1967
Annual Fe~
Preparation of deed
Notary fees
Executor's fee
Attorneyfs fees
._,'F!?~.ror.fil~ng acco,unt .
15.00
22.97
70.00
.'15.00
10.OC
20.0C '
7.7~
.280.00
280.0C
16.oc
Total Credits.• •$2,450.5t
",
,--------------_._._---------------------------------------------------
".....I.()Washington County RepolU
Eta:501:JiB:l::MA:1:N:is':B:EEf
Washington,Pennsylvania
(PU6L.ISHED BY WAS!iINGTON COUNTY BAR ASSOC:ATlON)
Estate NotIces
The Register of Wills has granted letters,
testamentary or of administration,in the
following estates.Notice is hereby given
to all persons indebted thereto to make
payment without delay and to those hav-
ing claims or demands to present t!hem
for settlement to the Executors or Admin-
istrators or their Attorneys.
••• • ••• • • • • • • • • • •
PROOF OF PUBLICATION
In cOIT_pliance with the Newspaper Advertising Act of May 16,1929,P.L.
1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINOTON)
STATE OV PEJiNSYLVANIA (SS.
BALIEU EMILE FERDINAND aliasEMILEF.BALIEU alias EMILE'
BALIEU,Dec'd.
Late of Fallowfield Township,Wash-
ington County,Penna.Executor:Arthur Balieu,207 Luella
Avenue Charleroi,Penna.Attorney:August L.Sismondo,Char-
leroi,Penna.
Personally appeared be:'ore me,a Notary Public in and fo:~aid County and
Commonweal:h,CHARLES :::::.KELLER,who,being duly Sl>1o:n,deposes and
says:that he is the Editor of the WASHINGTON COUNT:'REPORTS,the
official legal periodical for said Washinston Cour.ty,publis~1ed w=ekly having its
place of business at Washington,Wasl:ington Ccunty,Pennsylnnia,and is act-
ing as its agent in t'his behalf;that the said WASHINGTON COCNTY
REPORTS was established 00 March >1,1920,and was designat~d as the Jfficial
legal publicalion for Washington Coun:y,Pennsylvania,by order of the .everal
courts of said County,dated November 11,1920;that the !=rint~d notice or .adver-
tisement attached hereto is a copy of a notice or advertisen:ent,eocactly as printed
or published,which appeared in the saic legal periodical in i:s regdar issues In the
following dates:
.......N!lv.emb.er 2.3+3.0.~-.
.......Qec.emb.e:r :Z.~.1.9.6.1 - .
Editor
,
~"..~••(J''.4":'(.:••)(....../v',;1.;-,,'
Sworn to and su scribed before me thie
that the affiant or the corpo:ation in b~half of w:1ich he is acting is not interested
in the subje~Fmatter of said notice or advertising and that all (of the allegations of
,h;,,f''''v;,,,"{?Jt;,],tt ..d <h"(f7 ~"~"".Jrk _ _.
.....?.t.bca~of...P.:.~.~.IJl ~J:,196...7..
......t..~.~~
~ryPUbliC
KATHERINE C.YARD,Nota ubfic
Washington,Washillglon .,Pa~
My Commission Expires
November 1,1969
.Proof of Publication of NOtidt in The Valley Independent
Under Act No.587,ApPfoyed May 16,1929,P.L.1784,
as amended by Act.No.51 of April 24,1931,P.L.61
State of Pennsylvania
County of Westmoreland }ss:
...My commission expires
day of -=:..=..::..=.::=-;;.c
Emile Ferdinanr Baileu alias Emile F.Balieu alias Emile Balleu late of Fal·
I Ic'wlield Twp.•Washington County,de-'ceased,having.been granted by the Reg·ister of Washington County.notice ishereDYgiventoallpersons.Indebted to
said estate to make Immediate payment.and to those having claims against thesametopresentthemwithoutdelayto
,Arthur Balieu,executor,207 Luella Ave.•
Charleroi.Pa.August L.Sismondo,at·
torney,Charleroi,Pa.11;22.29,12;6
\
Affiant further deposes and 'says that he is Genera1 Manager of The Valley Independent,a
dolly newspaper of general circulation,arid as suCh is authorized to verifY the foregoing statement
under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertise-
ment,and that all allegations in the foregoing statemen~as to time,place~character of publica·
tion are true.,'~'))(~
COpy of NOTICE
Personally appeared before me William H.Pore,Secretory of Mon Valley Newspapers,Inc.,a Penn-
sylvania corporation,publisher of The Valley Independent,who,being duly sworn,deposes and says
that The Valley Independent is a daily newspaper of general circulation in Fayette,Washington,and
Westmdreland counties,Pennsylvania,and elsewhere,published in the City of Monessen,Westmorelcmd
County,Pennsylvania,that it was established June 28,1902,since which date The Valley Independent
has been regularly issued in said county,and that a copy of the printed notice or publication is attached
hereto exactly as the same was printed and published in the regular editions and issues of The Valley
Independent on the following dates,November 22,1967
.~November 29 and December 6,1967
August L.S±smondo.Attorney at Law
Fourth &Fallowfield Avenue
Charleroi,Pa.15022
TO MON VALLEY NEWSpApERS,INC.,-DR.
For publishing the notice or advertisement attached hereto in The
I Y newspaper of general
publication costs and certi-
Valley Independent on above stated dates .",\~(j",,,,$10.00
/~~\l\.~t 0
Notary "'£l\~"4]'$ •5~~\.\.t'\'d~~b
Total 'ffR'.~(;$10.50
'PUBLISHER'S 'RECEIPT FOR A.DVERTI
M<;>n Valley Newspapers,'Inc.,publisher'of The Volley Indepe ent
circulation,hereby acknowledges receipt of the aforesaid advertising
fies thot the same have been duly paid.
MON VALLEY NEWSPAPERS,INC.".
By
STATE OF PENNSYLVANIA,
.WASHINGTON COUNTY,~55:
The within named Accountant being duly sworn according to law,depose and say that the above account
as sta'ted is true and correct as ~~verily believe.
.d~C!i~.Executor.:.,J.ll.~Y.77 .19 68 .
A=:;.;.'L.f~n..q.••~.•••>.<iJ~...".~-r-
.'BEITY 1.SWEENEY,Notary,ubllc
Charleroi Borough,Washington CountY
My Commission Expires July $1,1971
day of .
.·f,....d'
:Sw~rn ~~d sub'sc~ibed beifore me this le!....
i'
Washington'County,ss:
.'
I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
~~::::i:;~e~Yt~t~~~~.~t~~.~.~~~~~t~rceby proofs
W;'ne"my nd and offidal ~eal th;s 2.~.~.....
day of 7 JYoJ-'n.'-''--':19.kK.
.ll~•••••~.
Register of Wills
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COpy FOR INHERITANCE TAX //-/r-t 1
.uli~iu9tnu OInuuttt.lili:
Personally came before me ~~9..~.~.£l.X~E..~.~.~the undersigned
authority in and for said County,the following person,'Viz.:AfiIHY..B ~.!it.I~.Y.___ _..
.......................................................................who being duly qualified,did depose
and say that they,at request of _would well and truly,
and without prejudice or pa~ialit~,'Value and appraise the goods and chattels,rights and credits
which were of.~.M.!:g £i'~B.P.JN.~N.P..~.S.~.!:~.v.~.~.9...~.deceased,
/s/Arthur Ba lieu
Sworn to and Subscribed thit....._....;;...£..~.............'
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day of !.!k2:2..d~19l ?
and in all respects perform their duties as appraisers to the best of their skill and judgment.
III/ArthUl"BIIlleu
a Notary Publicbeforeme_Brrty
....!..~.!~~.,~.~.Y.~.~~~.~.~~.~.Y.~~~~ro BO~~~~~.~.i;~;~(~[J..F.U~ir:..
y om IS~IJn Ex gten Countyf---------~---~~~~__~~~~_~~______pires (wiYJ1,191L _
3httttutnrg aull1\pvrai.atmtut of the goods and chattels,rights and credits which
were of EMILE.F.ElilllNANU BAL.IE.ll.late of E.?J.J.9.~.f.J.~..+..9.':r..Q~n§.bJp...
Washington County,Pa.,taken and made in conformity with the above affidavit.
DOLLARS CENTS
I.REAL ESTATE I
ALL th08e certsin lots of ground s1tuated 1n
Pa11owt1e1d Tc.nsh1p,Walhington County,PennBl1vanll,
known and de.lgnated al allot Lots NOl.2_,25,Ind 26
and the Southerly ~or Lot 10.27 1n Wl1lard E.LIltche.'.
Plan or Lot.,recorded 1n the Recorder'.Ottice ot
Washlngton County,Penneylvanla.1n Plan Book Vol.6,
p8gel 38-39,and wore ~rtlou1arly described a.to11owlz
BEGINNING at a point on the Northerly line ot Petrak
Street at the intenect10n of the same 'oy 11ne d1v1d1nl
Loti NOI.23 and 24;thence along the Northerly 11ne ot
.aid Petrak Street North 28-J3'W.lt 8 dlltlnc.ot 140
teet to 8 po1nt the oenter or Lot Mo.27;thenoe along
the center 11ne ot sald Lot No.27 North 6J-57'&a.t I
dletance of 120 teet to 8 pOlnt on the loutherly line ot
8 20 root wlde .11ey~thence 110ng said alley South 28-
03'East 8 dlstance ~r 1~0 teet to the dlvldlng 11ne
betw.en Loti Hoe.23 and 24 IforM.ldJ thencil along the
latter South 61°51'W••t •d1ltano.at 120 feet to •
polnt on the Northerly I1ne ot Petrek Street,the plece
at beglnning.
BEINO a part ot tn.lame preIl1...conveyed to EMILE
BALIEU and HORfiIBE BALIEU.his wlt.,by deed of IRINEO
ILLIRI et ux.,dated July 17,1944 and recorded In the
"co.~r'.Ottlne Itor••ald on Augutt I,1944,1n Deed
Book Vol.680~page 284.'lhe sa1d HOIft'EMSE BALlED died
May 22,1958.5,000 ~oo
Upon whlch there 1.erected a two story trome bOUle and
'hed.
II•PERSONAL PROPBRl'1'1
1.Cash on penon 3 40
over
t'
0'
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Inventory and Appraisement
IN THE ESTATE OF
.
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AUGUST l.SISMONDO
ATTORNEY AT LAW
337 FALLOWFIELD AVE.
CHARLEROI,PA.
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In the matter of the Audit of Account in
Estate of .EMILE FERDINAND BALIEU
alias EMILE F.BALIEU alias
EMlLE·BALIEU
TO THE AUDITING JUDGE:
No.
~..
930 OF 68____'--_~_,_.19__•A.A.
.~.
Enter m--'y"--,appearance for'..c::A:.:.c.::.-=c....:o=-u=n-=t:..::a:..:n=t :-'--...,...,--~__
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard..
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No.93 0 ,OF ,19~,A.A.
In re Audit of Account in Estate of
EMILE FERDINAND BALIEU alias
EMILE F.BALIEU alias
EMILE BALIEU
AUDIT
'rarripr fnr i\pprriranrr
FOR
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ARTHUR BALIEU
Executor
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AUGUST L.SISMONDO
Attorney
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IN THE ORPHANsrCOURT OF WASHINGTON COUNTY,PENNSYLVANIA
IN RE:Estate of )NO.930 OF 1968
EMILE FERDINAND BALIEU ~(FIRST AND FINAL ACCOUNT
a/k/a EMILE F.BALIEU ~
a/k/a EMILE BALIEU,)Adjudication and Decree
~dated September 26,1968
deceased.
PAY TRANSCRIPT
$15.50 ~1;;IIt~t y
Russell Marino,
Clerk O.C.
453.81
453.82 $1569 .28-r!-~~~~::""':'-~--I
.. ...
And now,October z-''P th,1968,
received of Arthur Balieu,
Executor of the Estate of
Emile Ferdinand Balieu,decld.,
transfer inheritance tax:
Estate liability••••.•••$207.84
On acct.of individual lia-
bility of Arthur Balieu •••••453.81
On acct.of individual lia-
bility of Yvonne Ranlli
(Renaldi)•••••••••••
On acct.of individual lia-
bility of Freda Balieu•••".
And now,October !'l.ye:-1968,
received of Arthur Balieu,
Executor of the Estate of
Emile Ferdinand Balieu,
'decld.,Clerks Costs and
Receipts •••••••••
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IN THE ORPHANS I COURT OF WASHINGTON COUNTY,PENNSYLVANIA
FIRST AND FINAL ACCOUNT
Adjudication and Decree
dated September 24,1968
IN RE:Estate of
EMILE FERDINAND BALlED
a /k/a E~IILE F.BALIEU
a /k/a EMILE BALlED,
deceased.
)
i-NO.930 OF 1968
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SUPPLEMENTAL
PAY TRANSCRIPT NO.I.
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.And now,October /6 ,1968,
received of Arthur 'Balieu,
Executor of the Estate of
Emile Ferdinand Balieu,decld.,
in full of widow t selection,''yJ ~
to take against'the will ••••$1,361.44~~,,eJ~e4)
UGU·B LIEU,widow
IN RE:Estate of
EMILE FERDINAND BALIEU
a/k/a EMILE ~BALlEU
~1 II
a/k/a EMILE BALIEU,',,oJ ,
\deceased.I!,
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PAY TRANSCRIPT
a
AUGUST L.SISMONDO
The Tuttle Law Print.Publishers.Rutland,Vt.
ATTORNEY AT LAW
CORNER FOURTH ST.AND FALLOWFIELD AVE.
CHARLEROI,PA.
IN THE OR PHA.NS,COURT OF
WASHINGTON COUNTY,PENNA.
NO.930 OF 1968
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lin tqP OOrpqans~QIourt of DlIasqtngton <trounty
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In the matte'r of the F-lpst...and··F-inal
Account of ~.~~h~~~.~JJ.~.y.~.
.Exe.c.ut.o.r .
ESTATE OF
...~~J~...~~.~~.~.~~.~~...~~.l:~.~Jl...~!~/~.
.ElJ)11~F..•.B.ali.e.u...a!.k/.a..Emil.e .
.Ba1ie.u7 ···············de.ce-ased .
No 93Q Of 19..6.8.....,aaxx
ADJUDICATION AND DECREE
And now s.e.P:t.embe¥~~,19 6.~this matter came on f~r heari,ng,
audit and distribution at this session and testimony'{;ken;and thereupon,upon due consideration
thereof the I;>glance for distribution in ;the hands of the Accountant is determined to be
$2.,.9.40.•.22 and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in aC,cordance with ,the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed
sec.reg.or an appeal be taken herefrom sec.leg,
Balance per account _.
Additional credit asked at audit
Balance - .
Deduct Clerk's Costs &Receipts _ __.
Attorney__.~~.~~~.~..~.~~~.~~<?~~~..
Russell Marino,Agent,transfer inheritance tax:
Estate liability $207.84
On account of individual liability of '.
.Arthur Balieu .453.81
IDn account of individual liability of
Yvonne Ranlli (Renaldi)453.81
On account of individual liability of
Freda Balieu 453.82
Arthur Balieu,'brother,1/6 balance,minus how-
ever,transfer inheritance tax due on individual
liability for said tax to the amount of $1311.09
however-since the distribution this distributee
is otherwise entitled amounts to only $453.81,
credit .gainst said tax in this amount is there-
fore given,balance owing $857.28,
,.
Yvonne Ranlli (Ronaldi),sister,1/6 balance,
minus however,transfer inheritance tax due on
individual liability for said tax to the amount
of $1181.24 is due-however since the distributiol
this distributee is otherwise entitled amounts t<
only $453.81,credit against said tax in this
amount is therefore given,balance owing is
$727.43,
Freda Balieu,sister-in-law,1/6 balance,minus
however,transfer inherit~nce tax due on indivi-
dual liability for said tax to the amount of
$1296.90,ho~ever-since the distribution this
distributee is otherwise entitled amount$to onl~
$453.82,credit against said tax in this amount
is therefore given,balance owing $843.08,
Augusta Balieu,widow,through her election to
take against the will filed,
$...J~lJg.!'.12
166.50
2,946.22$ .
1569.28
0.00
0.00
0.00
1361.44 no balance
930No.Of 68,VNVlIrx19------------,auuLA
."
In the matter of the First and -Final
"
account of Arthur Balieu
Executor
-"
,of Estate of Emile Ferdinand BalleD
a/k/a Emile F.Balleu
a/k/a Emile Balleu
Deceased.
i\~ju~irutinn un~m.rrr.r.r
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COMMONWEALTH OF PENNSYL.VANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX OIVISION
J
IN YOUR RI'~Y P~IA'I
RI'IIR TO 37-67-2
NOTICE OF FILING OF APPRAISEMENT
ARTHUR BALlEU
(Executor~
In Re:Estate 0 f ~_1....:.lLE_·_'_F_ER_'-_D_ll_JAN__D_BA_L....;·IE=-·....;·U-=a'L/:..:.k/'-.:a:-
______W_AS_H_I_·N1_G_TO_N County - F He No.9480-189
De ar Mr.Balieu:
You are hereby notified that the original
appraisement in the estate of Emile Ferdinand BaJieu a/k/a
has been filed in the office of the Register of Wills Qf Wash~~on
County on FebruarY a.,196~.Said appraisement reflects the
following valuations:
He al Es t ate 5~,a..:OO=O:!.J.wO~O!____
Personal Property ~7~8~.4~O~---
Jt.Held ~~2....5!.f.,&.26l.1.1..........5~5--
Total 3~Ou.;,,..,;.3y.3L.:;t9...,,5~5;l._--
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.
~I
Date ...:.F....:e....:b...:.r...:.ua==..ory"---'21.:=...,L....::l~9;..::6:..::8:....---
Title W.ft.CHANEY,
DATE OF DEATH:November 15,1967
Note:This is not a bill.
..,I
'H:C-:.3~(6-67)
~,:OMMONWEALTH OF PENNSYLVANIA
"TRANSFIER INHERITANCE TAX
RESIDENT DECEDENT
BALlED,EMILE FERDINAND
FILE #9480-189
Novembe~.15,1967
SUMMARY
FILE #9480-169 flEPonT OF INHEIUTANCE TAX APPRAISER
duly appointed Inheritance Tax Appraiser in and for the County of
,Pennsylvania,do respectfully report that I have appraised
property as reported in the foregoing return at the values set forth
the last column to the right in Schedules "A","B","C"and "E".
I~the undersigned
~63 Washington
the real and personal
opposite each item in
Dated:02-21-68
11-15-67
~~~~~~-:z.V,eAPPRAIS~
REPo~r 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,except as to those i terns where a greater OT lesser amount is set forth
in the last column to the right in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduction.
Dated:
REGISTER OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$5,000.00 $5,000.00 $.78.40'-78.40 .------
INVENTORY
Real Property (Rchedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LE~~Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
5,078.Mr-
2,633.18'-
:=
2,445.22._
5,0'78.40
2,633.18=======.-
2,445.22
=======1=
Valuation of life est~tes or
annuities .$---
ESTATE T~X ASSESSMENTS $------
CO~f.PUTATION OF TAX[<'OR USE OF REGISTER ONLY
Tax on $•__'5%
Tax on $.~O'1o
Tax ·on !t;2,2445.22 ~~
T ax on $.__lFi%
Exemptions 1=(:::)
Total Estate __
TOTAL TAX
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 .months after death
*------~--....,..,36'-+-6'-...'7.....8$----_:-._,.-
$------
$-----
$======.-*--_...:-_-
$======:=
(:::)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
3ALANCE OF INHERITANCE TAX DUE ~---------------
Add interest at rate of 6%from
to $_
AMOUNT OF ESTATE TAX ASSESSED *_
Estate tax paid $_
BALANCE DUE *_
Add interest at rate of 6%fromto $_
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.
Will
Administration !No Year
IN THE
-I
1'10.
MATIER OF THE APPRAISEMENT
OF THE
ESTATE OF
Deceased
Late of .
County of .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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RCC-39,(6-67)
,COMMONWEALTH OF PENNSYLVANIA..,.
••'.TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
~,BALIEU:,EHILE ,FERDINAND a/k/a BALIEU,EMILE,
.FILE #9480-189 ........"....x.P...
.November 15,1967
SUJ\J1MARY
BALIEU,EMILE F.
02-21:..$8
11-15-67,
Dated:
FILE #9480-189 rmponT OF INH~H.ITANCf<:TAX /".PPRAIS"'!:H
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 WILLSI,the undersigned duly elected Register of Wills in and for ~
County,Pennsylvania,do respectfully r~port that ~have allowed deductions in the amounts
claimed by deponent,except as to those i terns where a greater or lesser amount is set forth
in the last colwm to the right in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduction.'.
Dated:
REGISTtR OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED V~A~L~UE~;~A~S~~RE~~AP~P~RA~I~S~E~D
$__~5~.=00=0::..L.QL $_5.000.00._*_
___...&..:78:::..:...iL 78.40._,
=====:=-=====.-
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
(SCHEDUL E F)-
CLE~q VALUE OF ESTATE
23.699.11-
28.778.;l..L
25,261.55 :=
30.339.95._
======:=
Valuation of life estates or
annuities . . . . . . . .*_
ESTATE TAX ASSESSMENTS ~------
COMPUTATION OF TAX
TOTAL TAX BALANCE
PAID
FOR USE OF REGISTER ONLY
Tax on $..,..-_--,..__!)%
Tax on $.__10%
Tax on t 2"b
Tax on $:~
Exemptions :=(:::)
Total Estate __
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
Estate tax paid
BALANCE DUE
Add interest at rate of 6%fron
to
*<1:------
';------~-----~------
$-----cf>.~======._-$------
*=====:=
!I;------<P,'------
(:::)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
~'-----'---
$-------
$--------
$--------$--------$
FOR USE OF REGISTER QNLYADJUST~fENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the
Register of Wills,for proper reason,sace should be noted below,with short
explanation.
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Will )N
Administration .~o..................Year
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DI THE
~IATTER .oF THE APPRAISEMENT
OF THE
EST.\TE OF
~:rI,.E:..;F.~.D.;I:N.AN.D.__EAL.l.EU....
Deceased
,.
:0-~
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Late of .
County of
....FA1LOWFIElD ..TWP.•........
WASHn~GTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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February 21,1968
DATE ,~, .
COUNTY y./.~.~.~.~:!..y~~..~~.
FILE NO..?4.?.9.:::.~?..?..,_.
COMMONWEALTH OF PENNSYLVANIA..'.
RESIDENr INHERITANCE TAX
APPRAISEMENT
Whereas,,.",;E.;mJ..1.~..f..~r..gtn@g ~~.JJ.~~late of r..~~~.~~.~.~.:_:.~..
in the County of 00 ~~.~~.~.~~.'??Commonwealth of Pennsylvania,having died on
the :I:.5..~.h day of }~gy..~~.b..~~.................................19..??,seized and possessed of an estate
subject t.o Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,~.~.~..~.9..~~.~.~Y.:_,an appraiser duly appointed according to law,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate hereby file the following appraisement·
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS.
HARRISBURG.PENNA.I 7127
Fonn'RCC-2
...
,.
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for 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.
Appraisement I
UnitDescriptionofAnetValues Made for Inheritance
Tax Purpoles
$
REALTY:
All those certain lots of ground situated in Fallowfield Twp.,
Washington County,Pa.,known and designated as all of Lots
26 ~outherly 1 No.in INos.24,24 and and the 2 of Lot 27 I
Willard E.Latchem's PaIn of Lots,recorded in the Recorder's
Office of WaShington County,Pa.,in Plan Book 6,page 38-3~5,000 00
PERSONALTY:
Cash on person 3.40
Mise.household ~~oods &furnishi.ru1:s 50.00 I
I
Marviih fifle.25.00 I
78.00 78 00
I
I
,
Total 5,078 00
Having been duly sworn according to law,I do hereby certify':that the above appraisement is made in con-
fonnity with law on this ..............dc....;.L...........day of ....................~.................~...........~..t:;.F~L .....C?-.................................................~......d::.........
.;Appraiser
A2~7""'"···~4~:~~~~·.=~...~t.~~~~~.·)..·.·.·:.·..·..·:.~~...~..............~~~...~~...,......;~~~~.~d'(Post Oftlee)
\'lASHINGmON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
............,~~:I:.~~F.:~~P:I:.~J.\i~P l3.A.~.~Y..
Deceased.
Late of
FALLOWFIELD T\"lP •................................
Date of Death,!.'l.9.y..~l.?.~:r.~.~.,J.9..47 ..
Appraisement Docket Vol.37J•••••••••••••••••••••••••••••••••••••••••••••
Page,67.~2 No..94.8Q~1.8.9..
Filed in Register's officle..~:r..~.I7.....?~.'......19.??....
Amount of tax due $J •••••••••.••••••••••••••••.•••..••••••••••.•.•••••••••••••••••••••••
DEPARTMENT OF REVENUE
Received,
Exan;tined and Approved,..
Wrote abo,rtt Appraisement,
Appeal f,-om Appraisement,.
Entered and charged,.
"
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"...
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DEPARTMENT OF REVENUE
BUREAU,OF COUNTY COLLECTIONS
mRISBURG.PENNA.77·727
Fonn RCC-2'·--,,.
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE F.ebr.uary.21,1.9.6B ,
COUNTY W.9.:.f?.h.~~.9..!'!.
FILE NO•.................9.4.?.9::1~.9 _.
Whereas,E.mile F..er..din.~.ng ~~j.,.~Y.,~/.~!~late of ..f.~;J.)~:9.~.i::~.+.4.~.~.
in the County of Wa§.bingt.Qn Commonwealth of Pennsylvania,having died on
the 15 t.h day of N.Qy.~mP..~;r.19..9.7 ,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,................................w..!.~..~.....Q.t@.~.~y .............................................................,an appraiser duly appointed according to law,
having been designated to make fair and conscionable appraisement of the said estaterand to assess and fiX >a
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 life 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.
I
Unit AppraisementDescriptionofAlletValuesMadeforInheritance
Tax PurpolOs
I $
..
REALTY:
As nAT'C'"1","A"I).000 00
II
..
PERSONALTY:
I
A!'l.nAT'C"'_'-...:I"A "B"?~IJ.n
TRANSFERS:
i
'-
NONF.NO&;
I
JT.HELD:..I
As ne....,.....:I·ll A "E".2 1L261..1)1)......
-
,..
".:~
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..
'T'nt..::ll ,10.11Q Qt;
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Having been duly sworn according to law,I do here~t'y that the above appraisement is made in ltn-
formity with Jaw on thisa?,(~............day of .../Z7.:r:;Y,Q/;'7.:::··r::2;;yP 197.rr............................·....;;::::>'.......7 .....................d.......",................................
Appraiser,..-.
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RESIDENT .INHERITANCE TAX APPRAISEMENT
Estiite of
..........~.:;r:L$...~P.J.N.AN.P BAL.J.E.U a/k./..a ..Deceased.
Late of
..........................FALLOwF.IELD..TWP.•....................................
Date of Death,N.o.v..emb.er l5.~l96.7 .
Appraisemel!t Docket Vol.,3..7 .
Page,67 2 No.··-9480-1.8-9················
Filed in Register's Office,F.e.p...•....2.1.".19..6.8...
A11wunt of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
W b If~~~'U"In ,,~"""!'1r-~1.1:;\jroteao.lIt ~p,pratsement,,.~~.:.::.u;l'.,j'v l~T iJ,::.:ii :J .
. _."1 .!,',.,.},.,-...,.~?Appeal f1'0ft Aptpralls.e.ment,.~<;;..:..::: :".
1 -'l -1 \\Entered and charQd,-:..1 .~..J .•.l I I ~
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.QEDUCTlONS ALLOWED..J!l
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THE SUM OF •I •••, • . • •••s ..q;:..a0...::,.l'.:r
Farm RC t~·lO
OFFICE OF THE
REGISTER OF WILLS
OF WASHINGTON COUNTY
STkTEMENT.OF DEBTS
AND DEDUCTIONS DATE APPROVED .--?-J/-c./.........L.·.
AND AGENT OF THE COM...ONWIiALTH
ESTATE OF EMILE F.BALIEU LATE OF Charleroi Borough2-:1/-c.p
DATE OF FILING APPRAiSEMENT Dec 28,1:967 OATS OF DEATH November 15.1967
DATE
1/9/l8
NO.OF
VOUCH~1lI
1
NAM&:OF PAYEE
Arthur Ba1ieu
REMARKS
Money advanced Estate
to Pay:
AMOUNT
__-+-_--+__-+-__----\(..10\::1-1-)---,w~rpo.....~.L.IitoL......LPe.nn PAW po,...Co
(b)Authority of thE Borough of
0.h"'....lo....,....l '.'0:>+-0....Ih-l 11 ,_____
(c)Columbia Jas Co ,Inc ••..3.71 8 ~1,
10 flO
31 50 !
15 00 ;
II
22 97
--
54 ~5
"
70 00
11:1 100
10 100
20 PO
7 75
,280~!280 0
16 PO
Monev advanced to Day
Refund on nro-rata share
,
Advertisement of letters
In full of funeral services 1.609'~O:
Fee for filing account
Surgery charge
Cuttin~date on marker
l.n j.l'U/~T -'::ierv'lce"s from11/3/67 to 11/15/67
,of 1968 taxes '(2.months)
ISewerTa'O-in -Service on
1-1ATay lOh7 l\~~...,\1 'Cl~~
c File Inventory and A~praisement ••4.00
a Letters testamentary ••••••••$15.00
h A;It:nf'lpot:tlpo,...~1?t;O
$40 Part A-Medicare Deduct.'Charleroi-Monessen Hospital__,!klll.?t;1=!.l:ll nl1e>An p:;j.,.t R
1 Medicare cha~ges
Matthew Barrass and Glenn
Kraft
Trip to Washington -Betty J.SweeneY Witness to wi1I
AUl ust L.Sismondo Money advanced Estate:
A.lana lit lJent,lVl.lJ.
J.R.Connelly.M.D.
Francis C.Slezak
The Valley IndeDendent
8
73/18 1168
2 12~V6R 2
~/g/(8 3
i Iqll 8 4·
-.
i/9/l 8 5
."lIt;VfiR 6
4/22Jb8
Preparation of deed
==1NOtary f~e.~.._._
1 ,--------+--~--+--
'Executor's fee
~-L---1r----+--=-+----------------r-----_._-_._-,--------..:;..----!Attorneys fees
4/~0/b8 9 Quinet Monument Co.
6/1~JhR 10 Borou~h of Charleroi
7/1/66 11 August L.Sismondo
7/1/6B 12 Betty J.Sweeney
7/1/6B 13 Arthur Balieu
7/1/6B 14 August L.Sismondo
7/1/6Ii 11:1 Russell Marino~Register
7 Jt;Jfii 16 W ·t-!RFJ Balieu
''-'T ~r ....
Nov.9,10,11,12,13,14,1967 166 DO
DECIi:ASED.AS DEDUCTIONli'FOR
I,
COMMONWEALTH OF PENNSYLVANIA}I?/}.Jl ~/r /L1 ..../'r;Washington ss:~.~...'·/0(/1....o(J Y '-0COUNTYOF/0.s-_
Arthur Balieu Executor :<..C 3;-?/d•HEREBY CERTIFY.THAT.TO THE BE.T~F ~
MY KNOWLe:DGE AND BELIEF.THe:FOREGOING IS A JUST 'NO TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSr;s OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Emile F.Balieu
INHERITANCE TAX PURPOSES.
_______~_.~~/f?~--,r~~'';~''....ud'___<.L.5.1
DAY 01"E~
/;j BErrY J.~ENEY.Notary Public
Charleroi Borough,Washington County
My Commission Expires JUly 31,1971
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Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
;;a)w /"
""MKNI~&-'~
......AUGIIST L·•......SISf/IONDQ...
.357····Fa1.1 ow f.ie1d.·..A.ve .•·,.Cha.rle-roi..,·Pa ····..
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IAWQRTANT:This return must be completed in det~il and filed in duplicate,'with will attached,wi~h the'
Register of Wills of the County wher~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
_the_Inl:i~rit{lnce..~..ni .E.!!tllte J'~~l\ct (of'l!H>l.)__~MJ_~_;~~~~;~~:;~::~--------}:::U:V~:OF
Late of ;W.a.s.h.l.u.gt.ou.County ~~
State of PeI1J:1,s y 1:v:~.I?:.~.9.:}.
55:A 7 (;)
County of.Wa.s.bipgt.Ou.....................................d-'lr~~
1{aNro1s(Il6~X ..~'f th~"~st~~~..~~~~d ..·d~~~·~~~'b~i~~·d~~..~~~;~·,..·d~·~~~~............Eueutor
DecedentdJed NOXf:~~~..er 1.5 ,i;;;.;.j ,19.~~;){~~eaVing a last will,copy of which is heret~attached.}
Name and address of attorney or}
ot~er authorized representative to .
whom all correspondence should be.
mailed.. .
That as such ~~.~.QJJ.t.Q;r.._deponent is :amiliar with the affairs of said estate and the property con-
.(Ex(~cllt.or·Admini8Irator)
stituting the assets thereof and ~heir fair market value.
d
That at the time of death there was no safe deposit box registered in decedent's individual nar-ne,or jointly
with,or as agent or deputy of another,Qr inde-cecent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-.
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPosiT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
FIRST NArIONAL BANK CHAHT.RR()T Rmi ,'"('I'I'>L\:,..,t:hl1?>'R""1 i "'11 'P.?>I"'If-h",,..,
Cha.rleroi Pa..Box No lO?O
Tbat the contents of said safe depo3i t box o'r boxes are itemized tmder Schedules of this
return,wi tb the exception of the following,for the reasons hereinafter set forth:
That 'Schedule A att~ched l1ereto and nade part hereof sets forth full v and in"detail all the
real proper~y in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon eaeh parcel of real property at the date of death,giving
the amount still due at ,death,name of mortgage~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•.
•~4 ,•..I ~fTbatScheduleBattachedheretoandmadeparthereofsetsforthfullyandindetaiI.MI1'.personal
...~z .'~",I ~,•~.•ipropertywheresoversituatedol'oned by the dec~dent at the time of death;all moneys 'left,~by,~~lje tlecedenJi.......
at the time of death,whether in decedent's immediate possession,standing to decedent~~sicrEHi1t in banks1 ';.
,~,>.'.'"r'.-\•of deposit,savings ba~ks,trust companies,or other institutions,whether individual~y,or in trust for\.d ~
any other person or persons giving also separatel:¥the accrued interest thereon,if any,~down to"the last::'~
•.,.t ....1 &interest day prior to decedent's death in t~e case of savings banks,and to'the date of decedent's death.:.~,".'!'.,.,.....--,...
in all othe-:-cases;..a;n bonds,postal saVings,~reasury certificates or notes and othe.r:./e:vidence of in-;'~._~r:t ,~.,;;__.,'"
debtedness :If the Uni'ted'StatesL·to I the decedent;all obligations,whether by statute o-r"agreement they'
,~;;.~..are designated as tax free,of the United States,or any state,or political subdivision the~~~r,.or'of
any foreign countryi which are'owned~at the t~me 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 na~ure,left by decedent,tog~ther with the fairly estimated
mar.ket valu~thereof;all bonds and mortga~es held by decedent and of..~ll claims due and owing decedent
at the time of death,and all promissory notes or other instr·wh~i1ts.•.i:rt·writing for the payment of money
of which decedent'died possessed,of whatsoever'l1ature,with interest thereon,if any,giving the face
value and estimated fair marke t value thereof,..and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such deprecia~aon'as to each item;all moneys payable'
to the estate from'life insurance policies c~rried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of tlhe decedent;and all the corporate stocks and dividends
due thereon and unpaid as of tbe date of deat.h,bonds and accriJed ihUj!'t!st tlit!i'@lJtt tlJ th@ dllt@ tlf dece-
dent's death and other investment securities owned by the decedent at ,the time or death,with the market
.value thereof at such time.
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In the case of securities of close or family corporations,the v:llues reported.are as far as
possible substantiated by financial statements of the corporations,showin.?;the assets a~d liabili ties
thereof as of the'date of death.The schedule ·also sets forth the inter~st 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 tim~:Of dea.th.I.'d.
The Schedule C attached hereto'and made part hereof sets f~rth a trJe 'answer to'~ach inquiry
contained therein and in the case of transfers ofproperty,real or personal,with~n tw,o years.of decedent's
death,in contemplation of decedent's death,or intended to take effect in pos'session'or''enioyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,theI.. I .~L •
relationship of the transferees to the decedent,the proportionate share re~eived by.each transferee and
all other facts of a pertinent nature regarding said transr~.r:.~~..In ~.he,~c.3.~e of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a·,.collY.
of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said
schedule a list of all property,real and personal,.with'its value,which·passes at·decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint-
ment vested in decedent,either individually or jointly,·by,the·will,deed,or other instrument of another,.\_..\....~..•..'~i ,~,r-•
with a copy of.·-the instrument creating such power attached to the schedule.://'......f;_.'~.',.,. " . .
/That Schedule D attached hereto and made part hereof sets forth't:le names and addresses of all'
person.s/beneficially interested in this estate at the time of decedent's de·3.th,the nature of their res:"pectf~e interests,their relationship,if any,to the decedent,together with the ages at the..time of'
/'.'~~cedent's death of all minors,annuitants and beneficiaries for life under decedent's.Will.It also
'contains Ii.statement showing which of the beneficiaries named in the decede:lt's will,if any,died prior
to decedent,the dates of their dBath,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• ''.r •••._ • ••r
of the decedent and others,plus the date and place of record of instrl.Unents effecting the vesti'ture of
real 'estate 'andthe date .of acquisition of.personalt.y,plus tl1e'Jlame,.a.<!dr~~s.an'g i.r~latio!1.s.!ti~~if;"a"ny~,
of co-owners to the decedent.\..'..t.':'-'...:.'..···.:8
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,wh~re applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombst?nes or gravemarkers,and reli-'
gious services,in consequence of the death of the decedent;debts and clains owing and Impaid at time of
'\.."..death;taxes accrued chargeable for period prior to decedent s de~th .(exce~t .those.allow~d 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 sai~claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than th~'
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 c~rried forward and properly registered in the Summary•.
I'.I
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NOTE:Before signing affidavit make sure all bl'ank spaces in the affida.vit and :schedules annexed are
f.illed in with details or the word."None",and in case the assets include rare .and unlisted securities,·
securities of ~lose or family corpor.ations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedul~"B"'are attached.·Also make
'certaln that column '#1 in the "Summary"has been properly completed as ab~ve-di'rected.
.Subscribed and sworn to before me this
..~..i?Uk "..........~..day of,R,l.,A,~~u..£.<,..,~19,..~..7.
-~2r;erOi Boro~g~~;S~~g'a~~C 11~":'..~.: .
MyC .'ountyommlSS/on Expires JUly.31£l,9Z1.
""...."":,,.~....~.........~.........M,..(Executo1X4t~~)
lJ:'l'O''7 11'..."lI'lI_.6..."-.,'-<t.i,~~..tL..II.4tl1...··Ay.ellue.;";--:,;
. .(Street·Numbe-r)\,
,(::~~l~~~.l'-:.;f.~t!t "..:" "':\>:..~,.'(City or Town and State).~,-:,.,\';
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R!=C-34 (1-64)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU Of;COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
REAL PROPERTY
"·r·...·.-Y ,-••
I
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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 entiretie's,report on Schedule "E".Property held by
the .de.cedent as tenant in.common with another or others,should .be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
--------------'--------r-~----'--r_---___.-----}The real property located In the Commo!."wealth of Pennsylvania should be (1)(2)(3\/
described by lot and block number,~treefand street number,together with DEPARTMENT
a general description of the property,with a reference to the record of the ,'ASSESSED VALUE VALUATION
conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED
cres;also statement of mortgage encumbrances upon each parcel at death DECEDENT'S MARKET VALUE 'CAUTION
of decedent.Taxes,assessments,acc':ued Interest on mortgages,etc.,are DEATH 1l,?:h7sots;~t:)
to 'be listed on Schedule "FlO an~must not be deducted from this schedule.
A.LL those certain lots of ground situa.ted
in Fallowfield Township,Washington County,
Pennsylvania,known and designated as all of
Lots Nos.2.4,..25 and 26 and the Southerly ~
of Lot NO~in Willard E.Latchem's Plan·
of Lots,recorded in the Recorder's Office
of Washington County,Pennsylvania,in Plan
Book Vol.6,pages 38-39.
Upon which there,is erected a two story
frame house and shed.
BEING a part of the same premises con-
veyed to EMILE BALIEU'and HORTENSE BALIEU,
his wife,.By deed of IRlNEO ILLIRI et ux.,
da.ted July 17,1944 and recorded in the
Record~~'s Office aforesaid on August 1,
1944 in D.B.Vol.680,page 284.The
said Hortense Balieu ~ied May 22,1958.
I. I
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.Insert this toto'l opposite Ilreo l property",Schedule IlA"in the X X X X X
"As Reported"column on the last pog.e of this return.
(
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RCC-35
...'.~OMMONWEALTH 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 any undistributed
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.
I
Item
No.
1.
2.
3.
ITEM
List and describ~fully
Cash on person
Misc.household goods &furnishings
1 each Marvin rifle '
Model 80-DL-22 Cal.-SL-LR-~~-~----A
UNIT
VALUE
!l"':.
ESTIMATED
MARKEl'VALUE
3.40
50.00
25.00
I
DEPARTMENT VALUATION
(Do not write in
this space)
"v,
Insert this total opposite "Personal Property",Schedule "B"'in
the "As Reported":column on the last page of this return.
x X o
..~
r.CC.;36
rmPlfON11'E:\LTfl OF PENNSYLVANI A
....TIUNSFER INHERITANrs TAX
~~SIDE~T.DECEDENT
SCHEDULE "c"
TR.ANSFERS ',:.'I;~
(1)Did decedent,within two years ofdeath,make any transfer of any material 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 from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)--,Nl.lL-"O~__
(3)If the answer to (1).or (2)above is in the affirmative state:
(a)Age 'of decedent at time of transfer _
(b)State of decedent's health at time of 'making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enj oyment at or after his death?
(Answer yes or no)_~N~O~_
(a)Was there any possibility that the property transterr~d might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee'·s age at time of decedent's death?_
(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death: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 ~ffirmative,state whether the right was reserved in decedent
alone or others ---'---'_
(7)Did decedent in his lifetime .make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)_~N~o~_
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to altel';amend,or revoke,or which c011ld revert to decedent under terms
of transfer or by operation of law?(Answer yes orno)No
(9)If the answer to (8)above is in the ~ffirmative,was the power to ~lter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)No
NOrE 1:The anSwers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred;with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which prOVided in Schedules A,B,or E.
;
':
ITEM
NON E
DESCRIPTION MARKET VALUE
(Estimated)
DEPT.'VALUATION
(Dept.'Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
ReC-38
CCMMON'N.Ei\LTH·OF PENNSYLVA.NIA
THANSFER INHERITANCE TAX
llESIDENT DECEDENT
·SCHEDULE "E"
JOINTLY OWNED PROPERTY
HiSTRCCTIOKS;This schedule must disclose all property,real and personal,owned by the decedent jointly
with another or others,including intangibles,standing in the name of the decedent and others.List
real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule
"A",plus the date and place of record of instrument effecting vestiture,but do not include entireties
or out of state real·estate value in estate valuation column.Personal property should be listed as in
Schedule "B",..plus date of acquisition,and the name,address and relationship (if any)of co-owners to
the decedent.
Description of Property,Date of Acquisiti~n,Name!unit'percentage Estate DEPARTMENT VALUATION
Address and Relationship of Co-Owners,and Place I VaJ.llp.Rhare Valuati.on CAUTION-Dc>not Wr:l.te
of Record of Instrument,where Real Estate.1 In This Space.
Value of Value of
Entire Decedent's
Property Interest I
i
I.REAL ESTATE:NONE
II •PERSONAL PROPERTY:
A.Cash in bank-Savings Accounts:
1.Charleroi Fed.3.&L.Assn.
Acct.No.14657 in the names
of Emile Ba1ieu or Freda
Ba1ieu in the sum of $3,123.6
Originated,,~,_~~,,~
2.First Fed.S~~~ssn.
Monessen,Pa.Acct.No.15757
in the names of Emile Balieu
or Freda Ba1ieuor Rose
K1insky in the sum of~~73.5
Originated 1/4/65 V-~
3.First Fed.S.&L.Assn.
Monessen,Pa.Acct.No.12738
in the names of Emile Ba1ieu
or Arthur Balieu in the
sum of $10,000.00 1~
.Originated 10/23/61 liV I,~
B.U.S.·SAVINGS BONDS Series "E"
1.Issued to Emile Ba1ieu or,
Arthur Ba1ieu
1'2
1/3 ,257.68 "
,000.00
.?•
(a)4-$1,000 issued in 1961
(b)8-$$00 issued in 1961 _.
See itemized list attached hereto and
marked Exhibit "A"-Total $7,481.60
2.Issued to Emile F.Balieu or
Mrs.Yvonne Renaldi
1'2 ,740.60{
264
,324.96
1
1'2
Insert this total opposite "Jointly Owned Property",Schedule ~E"
in the "As Reported"column on the last page of this return.
a 9-11'000 issued in 1960-6
b 2-500 issued in 1961
c 2-200 issued in 1961
d 5-$100 issued 1944 &1961
e 2~$50 issued 1944 and 196
f 2-$25 issued in 1961
See 'itemized list·attached hereto and
marked Exhibit ,~"-Total $10,649.93
3.Issued to Emile F.Balieu or
Mrs.Freda Balieu
!aj 4-11'000 issued in 1962b6-500 issued in 1962
c 1-50 issued in,lg62
d 3~$25.issued in 1962 .
itemized list attached reto and
Continued
rI b ....._
SCHEDULE fiE U
JOINTLY OWNED PROPERTY
(continued)
Estate
Valu-
atio
Unit Per-
Value centage
Share n
.c.u.S•SAVINGS BONDS (Series "H")i ~
Issued to Emile F.Balieu or
Mrs.Freda Yvonne Renaldi
,~~.~5-11,000 issued in 1953 &1963
1-100.00 issued in 1963
..Total $5,100.00
See itemized list attached hereto
and marked Exhibit "D"1 2,550.'2
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ITEMIZED LIST OF U.S.BONDS'(Series E)ISSUED IN-THE-NAME,
of EMILE BALIEU,P.O •.Box.298,.Char.leroi,Pa.or ARTHUR BALIEU
EXHIBIT "A"'~.".
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ITEMIZED LIST OF U.S.BONDS (Series E)ISSUED IN THE NAME OF
EMILE F.BALIEU or Mrs.'YVONNE RANALLI~
.J.~
ORIGINAL Value as ,ofMATURITYVALUESERIALNO.ISSUE DATE 11/15/67
$100.00 c 180 153 44~E Feb.1944 $157.00
$100.00 c 180 153 447 E June 1944 154.48.
$100.00 C 180 153 448 E August 1944 154.48 ..
"
".$100.00 C 180 153 449 E October 1945 149.60
"$50.qo L 235 009 487 E -November 1944 77.24
$25.00 ~1 880 109 778 E June 1961 23.87
$200.00 R 32 990 881 E June 1961 190.96
$50.00 L 559 745 010 E June 1961 46.76
$1,000.00 M 83 593 702 E June 1961 935.20 ,-
'f·.$1,000.00 M 83 593 705 E June 1961 935.20 ,~.'.$1,000.00 M 83 593 704 E June 1960 974.80,
$~,OOO.OO M 83'704 682 E June 1961 935.20.
$1,000.00 M 83 704 683 E June 1961 935.20
,$1,000 ~oo M 83 704 684 E June 1961 935.20
$1,000.00 M 83 704 685 E June 1961 935.20
$1,000.00 M 83 704 686 E June 1961 935.20
$1,000.00 M 83 704 687 E June 1961 935.20
$200.00 R 33 110 555 E A.ugust i961 187.04
$500.00 D 83 822 226 E August 1961 461.60
$500.00 D 83 822 227,E August 1961 467.60
$100.00 'C 418 011 674 E August 1961 93.52
$25.00 Q 1 891 605 280 August 1961 23.38
TOTAL.• •
.•.$10,649.93
EXHIBIT fiB"
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ITEMIZED LIST OF .u.S.-BONDS.(Series E)'ISSUED :IN THE NAME
Mrs.FREDA·BALIEU
MATURITY VALUE SERIAL NO.
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;'·r':$1,000.00 M84 219 548 E
(.~..
$'1,000.00 M84 219 545 E.
$1,000.00 M84 219546 E;:"..
$1,000.00 M84 219 547 E
,
$500.00 D83 975 517 E
$5 00 .90 D83 975)"518 E ~\
$500.00 D83 975;519 E
$500.00 D83 975 520 E
,$500~00 D83 975 521 E
.$500.00 D83 975 522 E,
$50-.00 L 579'144 335 E
...~..$25'\00 Q 1 926 570 437 E
,$25'.QO Q,1 926 570 438 E
$25:.00 Q.1 926',570 439 E
"!.~12..5
EXHIBIT "e'l
ITEMIZED LIST OF U.S.BONDS (Series H)ISSUED IN THE NAME OF
EMILE F'.BALIEU or Mrs.YVONNE RANALLI
ORIGINAL ISSUE
MATURITY VALUE SERIAL NO.DATE
$1,000.00 M8 632 149 H ,'Jan.1963
$1,000.00 M8 632 150 H Jan.1963
$500.00 D 1 400 071 H Nov.1953
$1',,000.00 M2 183 430 H Nov.1953
$1,000.00 M2 183 431 H Nov.1953
$1,000.00 N2 183 432 H Nov.1953
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EXHIBIT "D"
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R-CC,.37 (12-63)
C'Ol\tl\IONWEALTH OF PENNSYYLANIA
TRANSFER INHERIT~-\.NCETAX
RESIDENT DtCEDENT
SCHEDULE "D"
BENEFICIARIES
...
,.RELATIONSHIPBENEFICIARIESANDADDRESSES'(If step-children or SURVIVED DATE INTEREST OFStatefullnamesanda~dresses of all who illegitimate.children DECEDENT OF BENEFICIARYaveaninterest,vested,contingent or other are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
dl-<'PH II-<'RAT.TRTT
207 Luella Avenue ..I t i
Charleroi,Pa....,.;hPT Vp.f:1,1Ii4//1fficn l/~M
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YVONNE RENALDI nee Baieu
qi~E.146th St.
Cleveland,Ohio 14401 Sister Yes M'av 190~·--l/~
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FREDA .BALIEU
l:\Freemont Road -.~
r.h::l-r>1 p.-r>oi P::l Sister-in-la~Yes 1/15/1895 Iii
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Deponent further says'that all the above-named ben~ficiar.ies are living at ~his time except below:
NAME DATE OF DEATH RESIDENCE
NON E
OF THE
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ESTATE OF
~(ATTEH OF THE APPRAISEMENT
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....Year
P.'l THE
t No.Will
X«~ari~.KJX
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..E.IVJILE FERPllINAND..HAL.lEU .
Deceased
Late of ...F.allQwfleld..T.o:wns.hip...
REPORT .AND APPRAISAl:
Commonwealth of .Pennsylvania
.
AUGUST l.SISMONDO
ATTORNEY AT LAW .
.337 FALLOWFIELD AVE.
CHARLEROI,PA.
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IR8T FEDERAL SAVINGS
AND LOAN ASSOCIATION OF MONESSEN
P.O.BOX 369 .SCHOONMAKER AT SIXTH IN MONESSEN,PENNA.15062 .TELEPHONE 684-6800
BRANCH OFFICE·MONONGAHELA,PENNA.
CHARLES W.HAGERSTRAND____PRESIDENT
January 17,1968
J
Inheritance Tax Department
Washington Trust Bldg.
Room 245 .
Washington,Pa.15301
Gentlemen:Re:Accounts 5-15757,5-12738
Emile F.Ba1ieu,Deceased
Account 5-12738 was opened'on October 23,1961.Account 5-15757
was opened on January 4,1965.
The balance as of November 15,1966,the date of death,on 5-12738
was $10,000.The balance on 5-15757 wa,s $6,773.05.
The balance on the accounts as of December 31,1967 was $10,225.00
and'$6,925.44.
Very truly yours,
~A~
~gi Daniele
First Federal 5avingsand Loan
Association of Monessen
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