HomeMy WebLinkAboutOC1968-1302 - ESTATE OF BURKHART...... -·~ ..... ,
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY, ~ SS:
Sworn and subscribed before me this ... J.'!?f! .. ~-----;
day of _Q,~:f0. ____________________________ l9_f.r __ _
,.'~47~~····· . ·. rr:-r ~:~·· -~~ -27 _____ ,_
1 PAul' ~v: .. NE_tsow. Nom~ rusuc
i MONOl1GMI~lA; WASHINGT011. COUllTY MY-CC!.i~~sil~!l EXPIR~s MARCH 2? 1 1m
Wa,shin9ton County, ss:
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I do certify that I have ;;~iven legal notice to all persons
concerned of the filing of th~ within account in the manner
prescribed by Sta1'u,te and Rule of Court, as evidenced by prQofs
the.eof Hied to No.jtJ{?Jj.J.t/4:1". ..
Witness my hand and official ·seal this .. ~~----··---------
day of ... '7f~--------------------------------1 ~.tf'...
-------~----//~~~----~-· ·-"R-~i~ter of Wills
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KNOW ALL MEN BY. THESE P.RESENTS: Whereas, at vVashington, m the County aforesaid
on the 4th June A. D. 19 65, before me, ;day ,of
Josephine M. Douglas , Register for the· Probate of Wills and Granting
Letters of Administration in and :or the County of Washington, in the Commomwealth of Pennsylvania,
~~' ,_ ... ., ~~--·
the last Will and Testament of
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Gerald Burkhart aka Gerald J. Burkhart
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late of ··New Eagle·· · ,. ' in theJ f:ounty aforesaid, deceased,
(a true copy whereof is to the~-:! presents annexed), was duly admitted to prob:tte; aiJP. '•
Gerald Burkhart Jr.
• ( !• • :"' ·q · ... u l
the Executor m ·said Will and Testament named, having appeared befo~e me and taken and subscribed
tpe oath of office prescribed by l;w;
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NOW, THEREFORE, I, Josephine M. Douglas , Register as aforesaid; do
grant these LETTERS TESTAMENTARY, unto the said
.. ... & .,.~ f ... ~ . I
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committing unt,o the administration of. all and singular the goods and
chattels, rights and credits';'·~/hio ~ere' b( sc;.id deceased, and requiring him
to exhibit. a true and per"fect· i:. ve'ritory1 thereof into the Register's Offi•c<:, .<.It Wa•shington, within ninety
days from the date hereof,<~and to· render a just and true account of said a~~i:.tistration at the expira~ion
of six months from the date, he;reof, •. a.nd to regard and comply with the pro'.=JS!Ons of the laws of this . . .
Commonwealth· relating to, inher_tanc~1 taxes.
' I ' '
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· 'iN TESTil\-iONY WHEREOF, I have hereuntJ ~kt my hand and the· heal
of did 'dEce. at' Washington, this 4th I I
dal~f in the year: :Of our Lord one thous·imd
nine hund::=d• and. Sixty Five •
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LAST WILL AND TESTAMENT
_QE_
GERALD BURKHART
I, Gerald Burkhart, af New Eagle, washington County,
Pennsylvania, being of sound mind and memory, do make, publish
and declare this my Last Will and Testament, hereby revoking
any and all wills by me heretofore made.
FIRST: I direct that all my just debts and funeral expenses
be paid as soon after my decease as may be found convenient.
SECOND: All the rest, residue and remainder of my estate,
real, personal or mixed, of whatsoever nature or wheresoever
situate, I give, devise and bequeath unt0 my beloved wife,
Bridget Burkhart. Should my said beloved wife predecease __ me or
should we both die in a common accident orat the '$$me time; then
in such event, I give, devise and bequeajh the.same unto my six
( 6~) beloved children, Gerald Burkhart, Jr.,. Bernard Burkhart,
Vincent Burk9art, Irene Condie, Francis Burkhart and Edmund
Burkhart, share and share alike to be equally divided among
them. --·
THIRD: t hereby nominate and appoiU.t my belsved wife,
Bridget. Burkhart, as executrix of this my Last Will and Testa~
ment. Shsuld my said beloved wife predecease me or should we
both die in a common accident or at the same time, then· in such event,
I hereby nominate and appoint my beloved son, Ge.rald Burkhart,
Jr., as executor of this my Last Will and Testament, and no bond
shall be required of him regardless of_ his domicile.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
this 2nd day of _!!I 1 1961, tc• ·this my Last Will and Testa-
ment.
Gerald J. Burkhart (SEAL)
WITNESSES:
J~ J. Benedict
Anita D. Bugaile
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, COPY OF I NVEN!fORY
Not&l'f Public
Gerald Burkhart, Jr.
Gerald ·:aurkhart a/k/a Gerald J.
BUrkhart
1Jnueutnrg attb .1\.p.praisemettt of .the goods and. chattels, rights and credits which were
ot ..... Qeftl.l4 ... ~S!.t ... a./kla .... oer.e.l4 ... J .•. tate ot ........... ltfew .... Bigle., ...... Pa ........ -.................................................... .
I Washington County, Pa., taken and m~ty with the above affidavit. I
/
. HoUle and Lot eold to A .J. Rodertck, located
New Baale, Waeht.naton Count,., Pennt¥1 vanla
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DOLLARS CENTS
• 5,500.00
J
--,_~ -
The First and Final Account of Gerald Burkhart~ Jr. Executor
or the Estate or Gerald Burkhart ajk/a Gerald J. Burkhart,
deceased, late of New Eagle, Washington County~ Pennsylvania.
The Accountant Charged as Follows:
As Per Inventory Filed $5,500.00
TOTAL ASSETS OF ESTA~E $5,500.00
TOTAL AMOUNT OF CREDITS CLAIMED BY ACCOUNT 2,469.01
I BALANCE DUE $3,030.99
1i
The Ac ountant Claims Credits Out Of The Assets of Said Estate, To-Wit:-
• .
DATE PAID : NAME OF PAYEE • • REMARKS
Probate of Will1 Register of Wills
Witnesses on Will and Advertisement
• • . .
:DOLLARS:CENTS:
62.50
Joseph J. Benedict Attorney's commission 275.00
Gerald Burkhart, Jr. Executor's commission 275.00
L .M. Frye Funeral Home Funeral expenses. 1;041.00
County and School tax County 21.94 School 63.06
County Taxes
Oscar J. Martello, Tax Collector
Mrs.J~!ell Phillips Painting
Equitable Gas Company 1 two months
West Penn Po~er, two months
Equitable Gas Company two months
West Penn Po~er two months
School taxes
Irene Condie two loads of dirt
Irene Condie Roof and yard work
A.J. Roderick Storm door glass
Equitable Gae. Company for service to 9/23/66
west P!J.nn Power Final Bill
Oscar J. Martello1 Tax Collector
Smith and Dougherty Fire Insurance
County taxes
School taxes
Irene Condie Repair of front steps
oscar J. Martello Borough taxes
Smith and Doughterty, fire insurance
21.94
25.87
66.50
9.02
2.30
7.01
2.30
76.00
25.b0
68.'47
4.14
4. 70,
1.80
25.87
20.00
21.94
76.00
66.67
25.87
25.00
$21469.01
THE DAILY REPUBLICAN
MONONGAHELA;:-~A._,t ' PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16, 1929 P.L. 1784, Sec. 3.
paragraphs (3) and (25).
County of Washington 1 ss:
State of Penn~ylvania f
PersonallThppeared before me, a Notary Public in and for said county and state, --------~-~-~~~------~~p-~~~-. who, being duly swcrn, deposes and says: thaL ..... she _______ is
the ___ QQ_Q_~~-~p_f?_~-------------of The Monongahela Publishing Co., a Pennsylvania corpora-
tion, and its agent in this behalf: that the saiC company is the publisher of The Daily
Republican, published daily except Saturday anc Sunday, having its place of business at
Monongahela, Washington County, Pennsylvanic.; that the said Daily Republican was
established in the year of 1846; that the printed notice or advertisement, attached hereto
is a copy of a notice or advertisement, exactly as printed or published, which appeared
in .the said newspaper in its regular issues on. the following. dates:
June 11, 18, 25, 1965
Estate of Gerald Burkhart
1~
Es~·o-~DTIC~
Eslati! of~;& Bu~t ajk!a Gerald J. Burkhart 'dttceased, !;ote
of New Eagle, Wasningtofi County, Penra.
Le:ters Testamentary upon the
above estate_ having been granted to the undersigned, notice is hereby
given to those indebted thereto to make immediate payment and to those having claims or de1nands to present them for set'q!ement.·
Gerald Burkhart, Jr.
Box 91 New Eagle,
Pennsylvania Joseph J. Benedict Attorney
253 "'. Main St. Moncngahela, Pennsylvania
.Tune 11, 18, 25, 1965.
Washington County ~ports
cq:~~J:N:~
Washington, PeDBSylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act ::>f May 16, 1929, P. L.
1784 Sec. 3, paragraphs (3) and (25).
CouNTY OF W ASHINCTON)
STATR O'F PENNSYLVANIA ( SS.
Personally appeared before me, a Notary Public in and for said County and
Co:nmom\"ealth, CHARLES C. KELLER, who, being dnly sworn, deposes and
says: that he is the Editor of the WASHINGTON COJN1Y REPORTS, the
official legal periodical for said Washington County, pubLshed weekly having its
place of business at Washington, Washington County, Pennsylvania, and is act-
ing as its agent in t'his behalf; that the said WASHINGTON COVN1Y
REPORTS was established on March 31, 1920, and was designated as the official
legal publication for Washington County, Pennsylvania, 'by order of the several
courts ol said County, dated November 11, 1920; that the printed notice or adver-
tisement attached hereto is a copy of a notice or advertise:nent, exactly as printed
or published, which appeared in the said legal periodical in its regular issues on the
following dates:
...... J~.me .... 1.7 .•... 2.4 ...... July. ... l.,. ... l9.fl5. ....... .
that the affiant or the corporation in behalf of which he i~ acting is not interested
in the subject matter of said notice or advertis~nd that all of the allegations of
<hi• "'"'"'' •• "~'h"'"(!?. <h~
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....... l.~.t .... day of ............... JYJ.Y: ................. , 196 .. S ... . ·····-~·-···~····················· !14. ary Public
KATHERINE C. YARD, N ry Public
Washington County, Pennsylvania
My Commission Expires
November 1, 1965
\-..
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 !!hem
for settlement to the Executors or Admin,.
istrators or their Attorneys .
• • • • • • • • • • • • • • • • •
BURKHART, GERALD, a/k/a GER-
ALD J. BURKHART, Dec'd.
Late of New Eagle, Washington Co-
unty, Penna. Executor: Gerald Burkhart, Jr., Box 91, New Eagle, Penna. Attorney: Joseph J. Benedict, 253 West Main Street, Mononghela, Pa.
lin tqr ~rpqan5 · Qlnurt nf lllasqtngtnn Qlnunty
In. the matter of the Audit· of Account .in --...
Estate of GERALD BURKHART a/k/a No. 1302, _______ ,, 19 __ , A.A.
GERALD J. BURKHART
TO THE AUDITING JUDGE:
Enter __ my_,_ _______ .appearance fur Geral~ Burkhar~Jr., Executor of the estate
of Gerald Burkhart a/k/a Gerald J. Burkhart ~I
N. B.-Counsel shall, by sep,uate paper, esent a concise statement of each .
claim, with supportin~ calculation of any interest claimed. Objecctions
to an account as fil~·:l., shall be concisely stated in a separate I·aper.
Council suggesting pr·Eper distribution shall file a separate concise :;tate·
ment in that regard.
j
No. , , 19 ___ , A. A.
In re Audit of Account in Estate of
AUDIT
Jrnrtipr fnr 1\pprnrnnrr
c-:-' FOR
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Testate Form
PETITION SUR AUDIT ..
IN THE ORPHANS' COURT OF WASHINGTON COUNTY.
Estate of .... ~-~~~~~--~~~~~---~~~~~--~~-~~-~------No .... ~ .... J-.39.? ............. ~----------------------------------A A
.if._._ ___ Jl}~~~-:r~---···································---------------------------Fiduciary .... g~-~~*-~---~~~ryJ,---~~L--:··········
Deceased
Date of Date of
D d , d ·h -mav '<20"'. la6t;--. G f L JW'le 4 laor-ece ent s -eat .. -...... tL ••• -oJ ••• I, ..... rt ... i!!................................. rant o etters ..................... l ... ---~---~------------·················--
Th. · h First and final f'l d · h' IS 1s t e ............ ~---······································-····················account 1 e m t IS estate
1/
If there have been former accounts 11i~d in this estate, list file number or number end term ................................... .
. None.
Election to take -· -Date Election-!::·: ' ·:·~ • Place of;
Under or Against will. (cross out oneL
... )_. ' Filed ····························-----Record --------------·-·------------:.
Name of surviving spouse .......... ~~~~------:··-·····---------------··························-------·--·----------------------········--,----------------------
List issue, where material:
Gerald Burkhart· Jr. ----- _ _,.,_.-, fl; I Eernard.Burkhart ~ .. -"·; ... ., ....... .
Vincent·Burkhart
Irene Condie
Frances Burkhart
Edmund Burkhart ,
Did decedent marry after execution of will? (indicate) XU No. Any children bom afiter execution of will? (indicate)
Yes. No. If answer yes, name them ........ · ..................... , ............................................. · .... -------------------------------------------------
Legatees •
Gerald Burkha:bt 1 .Jr.
Berma~d.Burkhart Vincent 'Burkhart -
Irene Condie · ·
Franc;~ ~urkhart
Edmund Burkhart. .·1 '
son
son-_ -son-=
daughter
aaat•»
son
Interest
1/6 1/6
1/6 1/6
1/6
1/0
Ficuciar), if deceased or not sui juris
1:.
List, if exceptions to above: Adeemed: Revoked: -f----· -lapsed: -,--Abated: · . ~Give Cause:
If partial intestacy, give facts:
None
II,~
None
Notice to interested parties. Hqve all parNes, having either vested or contingent interests and all crediors entitled
to notice (Court Rule No. 9 paragraph C: Se·:tioFI 6: Subdivision c) received written notice of the filing of the account
and of call of audit? Yes. No. •
If any exception give cause: ............................................. .
r..--..-.~-..,.• .. -· ... _.} } File copy of Notice · . ·· · .
and date of mai I ing ... N9.Y.~.m'R.e.:r. ... ~9.., ... .l-.99.a .............................. :······--·················· ·-······················ ., ................ , .. ,, ... ,
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Is estate subject to the filing of a_ Federal Estate Tax Return? ....... N.O.D~----···········:·····'-~-:_, ___ , ____ , _____________________________ , ___ .
Actual payment made on· Pennsylvania. Trot")sfer Inheritance Tax. Amount $---~-9.-·_~.Q ................................ : ........... . :· " ' ' ".. . . . . ..... ". . . ". " .. " ..... " ~
If the Will makes any portion of estate subject to a life-estate, give nome and birth dote of life tenant ..................... .
No
Give Names and addresses of .oil unpaid cred.itors who ore legally entitled to notice, together with the amounts
of such claims; \state whether they-' or~ odmitt~d to be correct; and whether the claim is denied.
( . .
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None
Give reference to such ports 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:
.
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Balance for distribution per account,
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Itemize any additional debits not shown by account:
Total additiona! debits. (Add)
None
lt~mize-any· additional· credits not shown bY. 'account: ---.. ---. ~ '-" '" . .. ' -I "' .....-• , •• ~~~~-·· iBm
Total additional credits (Subtract)'
Balance for distribution
$.3.,.030 .• .99 ............... .
$ ................................... .
•'. . ~.'~ .. -: .
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$ ................................... .
. $3 .... 9.~2-~_9.9 .............. ..
If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distributio~ Value);
cash
···!-'•:.'
... ~. ~.
If Family Exemption cIa i med by Petition, !;; ive place of Record: ................... Non~L ___________________________________________________ .
If Family Exemption is claimed at audit, gi·1: name, relationship and basis for Clai:n: .............................................. ..
None
List any advancement or distribution on ac:wunt that has been made, and nature and amount of same:
None·
Suggested distribution of balance shown, bo:h as to principal and income, attachin;;~ signed and itemized elections
to take -i·m-kind if -balance is not in cosh: •·esiduary shares being stated in proportions: '.
Cler-k-'-s Costs--·-
I
Payment of Inheritance Tax in the amount_of.69.40 (This has already been
_paid) '
CASH:
l/6-unto Gerald Burkhart, Jr.
1/6 unto Bernard. Burkhart
1/6 unto Vincent Burkhart
1/6 unto Irene Condie
1/6 unto F:rancis Burkhart
1/6 unto Edmund Burkhart
COUNTY OF WASHINGTON, SS:
COMMONWEALTH OF PENNSYLVANIA
The above named Fiduciary or representat "'e thereof,
being duly~:::':::~--------------doth depeo~e and say
that the facts set forth in the foregoing petit:on are true
to the best of ... ~~--knowledge :md belief.
-----~---------------------to and subscribed before
me this ... ./~~--day of:~'i:c:(~~7-;-----;·;: 19.?.J( ,. ~ ,, -··~:I ;;·.r;tM.
Signature of_ Officer.<;~.:-~-~-,-------/~;?---~~~---
Title of Officer ........... ::?~~)~-~-W:.l~mQ!tKm~Y .. ~~.~JL ......... .. ~ MONn!({.\llE!J. »>~SHINGTON CCIINTY
. -M'(CO:.t:.JSS!QI EXPIRES MARCH 1~·. 1971 Office exp1 res ................ ,: ............................. -................ . \ ~n· .. "" ,....., -'-
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And your petitioner will ever pray, etc.
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No. _;I;:)_Qg _______ d_ __ {__g.£_£_ _________________ A.A.
7 -·-····-.. . -.
Estat~ of ___ g_~;r~:J:g_~B\U'.kh.~:r..t ... a/k/.a.· __ _
c: ~ • • • -~~-F.~-~9-... J..~ ... S.Y!'JQU~ .. r.t .... ___________________ , ____ _
, Decease~ , · .
Fiduciary ______ q_~E~~-~---:f_-~---~~~~~-F.~~--:J.~ r
-----.. ----....... -....... --.... ------------... --------.. ----.... ---.. --.. -----------.--..... \.
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will subr:nit herewith th¢
following, in conformity with Court Rules
adopted effective December 3, 1951, being
rule No. 9: paragraph b-e; and division's
thereof: shown on pages 23-24.
1. Written proecipes 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 on attest copy of Will.
6. Copy of inventory and appraisement.
7. Proof of advertisement of grant of lette~s
if not filed with account ..
8. Certificate of liens in case any of th'e
funds for distribution q're from judiciql
sole of real estate. . ' . '
9. Signed and itemized elections if ciny
distribution in kind. ,.. ;.• '
10. Copy of Federal Estate Tax return if ~e~-
tote is subject thereto. ; J
'' Q ~~ _ _:__ ___ ::~· _ _!__ -·--"--~------------~~--v:------~----Attorney ·
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ESTATE OF . 1302 No ............... ·Of 68 19 ............ , -M;x
Gerald Burkhart, a(k/a In the matter of the ... .fJ£.9J.?.:9-.9:.fin§.l.. ...... .
Gerald J. Burkhart, . , -------------------·····----------------·-······----------·········-----· Account of .... G~r.$.l9..3url\ha.:r.t., .. Jr .•. ~ ....... .
. Deceased. · Executor
ADJUDlCATION AND DECREE
And now ....... !.~~~~~X. ........... , ... ~ ............. £. ....... 1 19.~-~---~ this matter came on for hearing,
audit and distribu>tion at this session end testimony taken; and thereupon1 UJ:-on d!.le consideration
thereof the galance for disttibutiJn in the hands of the Accountant is determined to be $.3.,..Q3Q_,_9 ................. : ....................... and the account is accordingly confirmedl;·and it is ordered1
adjudged and decreed that the said balance be paid out by the Accountant i.1 accordance wi1th the
schedule of distribution hereto attached and made a part hereof1 unless ex-:eptions hereto be filed
sec. reg. or an appeal be taken heret·om sec. leg.
Balance per account ......................... -............ · ......................................... . $.3.,.030 .•. 99.
Balance .............................................. -..................................................... .
Deduct Clerk's Costs & Receipts ............................................................... . 17.:50
Attorney .... l! .. J.! .. ~-~-n~g._t~t ............ _ .................................................... .
Gerald Burkhart, Jr . ., son, ::.;6 residue, E-02. 25
Bernard Burkhart, son, 1/6 residue,
Vincent Burkhart, son, 1/6 :h~esidue, ~02.25
Irene Condie, daughter, 1/6 ::'esidue; 502.25
. Francis Burkhart, son, 1/6 r-esidue, E-02. 25
Edmund Burkhart, son, 1/6 ::::-esidue, 502.24
No balance
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Form No. RCC-62 (2-641 THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, I EFFECTIVE JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)
OFFICE OF THE REGISTER oF:iWILLS
I
County of .. 14~f?~Al)g:t.C?t;l ........... .
. . . . .Ger.ald .~khart., .. J~, ........ · ......... of .. ~~~J?., .. Qi.l~.~ ............................... .
(Name) (kidress)
being duly _________ §W_Q~!L ________________ .according to la~, deposes and says that he is the.---------------~-?;~-~-~:t!,Q!' _______________________ _
(Exe-:., Adm., Legatee, Etc.)
of the estate of . .Ge~al.d .. Bur.kb.a~:t! .. J~./~;L~-------whose last residence was ____ N~~---~~gJ_~...__J?~_. __________________________ _ Gerald J. Burkhart <No.> <sueetl
----------------------------------------------------deceased, an.d that the whole of the estate of said deceden:, who died .M~Y .. 3.Q~ ___ l9.65 .. (CitY, Borough or Township) (Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA. WITH STATEMENT OF MORTGAGE ENCUMBRAN<i:ES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HELD. AS JOINT TENANT OR TENAKCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate HouAA and lot sold to A. J. Roderick, located in
New Eagle, washington County, Pennsylvania
P~rsonal Property
( .. ~-:.
-r r .... -..
-~. ,_......i_(,..
!lOU
Estimated
Value
•. ,.·,.... _... ,.. r
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.• c • l • '·
r-. . ...., ... ,,.,....r· t.. ....... --j • • .......
• • • ~ . •_ r .... -·--)·
NOTE: You may expedite the processing of this return by filing with itl--a,n5} .. ~!?-~-Jpfrt -~-th~}~t~ri!.,~
letters from financial institutions or mcrtgage holders, certifying to amou.rl1s·on deposi't"<ir-o~'etl "bYthe-
decedent as of the date of death. Such. letters must be signed by a responsible officer of the financial
institution or mortgage holder and indi:)ate clearly amounts of principal ar..d interest in the decedent's
account at the date of death and the type of account, account number and :he exact name or names in
which the account is registered,
Jointly Held Property
None·
• :.ll '"'; . JL,;, ... '·•. j ••
~ ... .,.
-.;-,.r l' :-.,. ,..,.~ ... . -. ~ . ·-~ ·--.
Transfers within TWO YEARS Prior to Death
~~-~---,c ~~ t. .... \. .1. ..... \.~'
I} I
Estimated
Value -.. --
r 7:"' :, ' ..... •,~,
That at the time of death there was no safe deposit box registered ih decedent's individual name, or jointly with, or as agent or deputy of
another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:-
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
-, r .. -~
~
BENEFICIARIES
RELATIONSHIP SURVIVED AGE OF LIFE
BENEFICIARIES AND ADDRESSES (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE
forth this fact.) DECEDENT
Gerald ~urkhart. Jr. son _yes
~non, Ohio : ..
Bernard :Burkhart son Yes
49 South 15th St.
-Pittsburgh, .r~.u.,.!Q.y ilv Q.u.i.Q. l
Vincent '"' ~'-"•'lrt son Ves
189 Hepler Road
Saz•rver, Perms ylvan:ta
~
Irene l).nnn1P dAtuzhter Y..e.s.
P.O. Box 91
New Eagle, Pa.
-
Francis Burkhart daughter Yes
Sixth and Walnut .. _.,_. . -• -_., ..
J:o..L..LlGd. Ut:: 1.1111 rt::.lUli::S,Y .I. V CLU..Ld.
Edmund Burkhart son Yea
3001 Wayne Road .. .. .. -· . . ... .l:"aJ...LD-vn-.a. '-'&TI V J.J:gJ.UJ.CL
" lttSfDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
NOTE· List first five items in the spaces so p~ovided. observe notations ther.:..ceo'-n"--, .;:,;.an~d=-=i~.:::s..:..:tr:...:::u.;:,;.ct:..:.io:.:n.:::s.:.__ ______ --r _____ _
.-------~D~E=B~T~O~R~C=LA~IM~-------.--------~N~A~T~U~R=E~O~F~S~A=M=E~---------.~A~M~O~U~N~T~-bTHIS COLUMN KEGISTER ONLY
L.M. Frye Funeral Home Funeral expenses paid
Family exemption (will not be allowed unless Probate I witnesses on will, decedent died residing with a spouse or children.)
advertisement ..
Joseoh J. Benedict
Gerald Burkhart, Jr.
OTHER DEBTS AND CLAIMS
Smith and Doughmety
I rene Condie
Irene Condie
oscar J. Martello, Tax
Mrs. Jewell PhiDips.
Equitable Gas_ Company
West Penn Power
Equitable Gas Company
West Pmm Power
I rene Condie
Irene Condie
A. J. Eoderick
Equitable Gas Company
West Penn Power
Oscar J. Martello, Tax
Smith.-& Dougherty . ,_
Irene Condie
oscar J. Martello
~mith & D<>.Ugheety
Administration Expenses *
Counsel fees *
Fiduciary commission *
( *) See Note below
c(Jounty tax f.S chool tax
'~ lFire insurance <!' '-:.-i .cUtili ties paid
,:3 era:int and accessories
.c\ ~pouri~y ta?t~S
G,.c J:lector c -~ '5pain~ing ·~
~ :.2 months t~
u? '!2 months :.;1
•..-t ~ ~. "i-, .;:; 2 months o
,. 2 m,:>nths .:.:: w, ~ School taxes
.:---TWo loads of dirt
cr Roof and yard work
Storm door glass
~or service to 9/23/66
Final bill
Ccllecter
_ Fire Insurance
C ou.."'l.ty taxes
School taxes
Repair of front steps
:Borough taxes
Fire Insurance
$ l,o41 00 $
62 '50
275 00
275 00
!
21 941 63 061
32 ool
87 11'
35 ool
21 941
25 87
66 501.
9 02·
2 30J
7 011 2 30
76 00
25 00
68 47 4 14
4 70
180
25 87
20 00.
21 94
76 00
66 67
25 87
25.00
Total Si2. 46Q 01
Note: The estate agrees to advise the Register of Will:; i.~the amount actually paid in~ettlem t of any fee, commission or debt is greater
or less than the estimated amount claimed and allowed. ~
Subscribed r<f\d s~orn to before me this ... /.. 0,. ·. . . . . . . . . . . X. . ............ -......... -. · · · · . · · · . -· · · ~~ _,, · ~-·-..~ \:'. ·-• . (Eaecutc·r-Administrator) (} · · · .. ·
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... ~~~-.. -~~ ............ .. -'• ~ Ohio -:: • PAUl IV. NHSO~. ;.i.m~Y PUBUC · -.... -.. -.. -.. .. -.. · -.. -.......... -.. -.. -· ......
• ' MO~ffi'J~.\IIEI.A, tJ~SH!iiGTOil comny' (City or Town and State)
1!11 ~-.;:.t.h.~JHilhtXPir:rs MAHCH 29, 1971
H_~ving been d~ly_ s~n~ding to law, I d~;by c~rtify that the above appraisement is ~ade :n conformity with law on this
..................... 7\-.k:' ...... dayof .........• ~~~Y~···.···· ··.£···~· 19 ~-. .:(' /) *
. .. . .. .. .. . .. . ".... . .. .. .. .. .. ~ ... '4. -~.
A iser
In the event that any future interest in this estate i~ transferred in possession or enjoyment to col~ heirs of the decedent after the
expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right ;;o appraise and assess transfer-inheri-
tance taxes at the lawful collateral rate on any such future interest.
. . _ ~E~ORT OF T~ISTER..,;>F WILLS
I, the undersigned duly elected Register of Wills m and f~ .. ~ ~-. ·o:~ .... County, Pennsylvania, do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent cept as to those .terns "''here a greater or lesser amount
is set forth in the last column to the right in said schedu.e above, which greater or I era un represe·nt~~e s~ed as a deduction.
Dated: ...... ~d.~.?.;../.~~,k·.... . ................. ~/.?~~-···
Register of Wills
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COMMONWEALTH OF PENNSYLVANIA
• DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
GERALD BURKHART, JR.
(Ex·ecutor ~·
:N YOUR REPLY PLEA8E
'lBP'IER TO 3$-116-l
In Re: Estate of _____ -,:..· ..:::G.:::ER:.:.;. AL=D;.._::.B..;;..UR:.:.;KH_AR_,;,T_a~/:....;k..;;!../...:..a __
_____ W!!;·::::::~·S:::..:H.:.::I:!!.!::NG.:.:TO~N::..,._ ____ County -File Nc:•. 91.4.8-103
Dear Mr. Burkhart :
You are hereby no~ified that the original
appraisement in the estate of Gerald Burkhart
has been filed in the office of the Register of Wills qf Washington
County on October 9 , 19 68 . Said appraisement reflects the
following valuations:
Real Estate ____________ ~5~·~5~0~0~·~00~-----
Personal Pro~erty __________________ __
Transfers--------------~~~~~----
Total ___________ ~--~5w,~5~0~0~·~00~---
As to such tax that is paid within three months.from ~ate of
death, a five (5%) percent discount is allowable. As to a~ ~ax that
remains unpaid after one year froui date of death', interest at the·rate
of six (8%) percent per an!!':lm is charged.
Any party in inte~est who is aggrieved by an appraisement may
appeal therefrom as providej by law.
Date October 9. l96S
Date ofDeath May 30, 1165
Note: This is not a bill.
/
BURKHAll.T, GERALD, a/k/ a BURKHART, GERAlD J.
~ RCC-39 (6-67)
COMMONWEALTH OF PENNSYLVANIA,
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
. . FILE # 9148-103
r4ay 30, 1965
··~ i.
SUMMARY
FILE # 9148-103 H.EPOH.T OF INHERITANCE TAX APPRAISER
I! the undersigned duly appointed Inheritance Tax Appraiser in and for the County of
# 63 Washington , Per.nsyl vania, 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 colcmn to the right in Schedules
Dated: 10-09-68
05-30-65
REPORT OF THE .REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for Washington
County, Pennsylvania, do r·~spectfuily report that I have allowed dEductions in the amounts
claimed by deponent, except as to those i terns where a greater OT le::.ser amount is set forth
in the last column to the r'ight in Schedule "F", which greater or JessEr amount represents
the sum allowed as a deduction.
Dated: 10-09-68
REGISTER OF WILLS
INVENTORY V l.LUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
$ 5,500.00 $ 5,500.00 s _____ _
TOTAL GROSS ASSETS
LERS Debts and Deductions
(SCHEDULE F)
CLEA~ VALUE OF ESTATE
Valuation of life estates or
annuities
E~TATE TAX ASSESSMENTS
FQFt USE OF REGISTER ONLY
_5.' 500.00
=2::::.1.,~¥6~2::!:;• 0=1===:::: :=
3 ,030. 99
$ __ _
~ ··------
COMPUTATION OF TAX
Tax on $___________ R% ~--~------
Tax on $ ________ .___J.O~ ~---,---~~
T a:x on !1; 3, 030.00 ·---~ 2d/ $ __ ·::..~ =-60;:.;•::...:6::::2:.__
Tax on $ ________ , __ 1fi% $
Exemptions ' ___ (':')
Total Estate _____ __
,.
TOTAL TAX
Less tax previously paid
BALANCE
Less 5% of tax if paid within
3 months after death
JALANCE OF INHERITANCE TAX DUE
Add interest at rate of n% from
to
$ ____ _
*======· ~= $ _____ _
$======'=
-,--------A\fOUNT OF ESTATE TAX ASSESSED $: _____ _
Estate tax paid d> ~'-------.,-BALANCE DUE
Add interest at rate of 6% from
5 ,500. 00
2,469.01 ·-
3, 030.99
======:=
-------·-· -
----------·--
As evidenced by Charitable Exemption
Certificates issued by the ~ecretary
·of Revenue.
$ _________ __
$ _____ _
$ ______ _
to $ ______________ _
TOTAL TAX BALANCE $ ______ _
PAID $
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE: Where subsequent adjustments are made to the above computation of tax by the
ftegister of Wills, for proper reason, same should be noted below, with short
explanation.
Will
Administration ~ No ..................... Year ........... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
GERALD Bllli.~:r ... C1/1c/ ~ ........
Deceased
Late of ........ NE\'J EAGLE
County of . .. ...... WA~.J-i I.N.~T.<:?!IJ .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,!
J1
Fonn. RCC-2··
.~ October 9, 1968 p COMMONWEALTH OF PENNSYLVANIA DATE .........................................................................................................
DEPARTMENT ·oF REVENUE . ~ RESIDENT INHERITANC:E TAX . ................... ~~-~~-~.!.l:~.~?..!.l: ........................... : ..... BUREAU OF COUNTY COLLECTIONS COUNTY
HARRISBURG, PENNA. 77-727 APPRAISEMENT FILE NO. .. ....................... ?..Y.±.?.::::~_9?. ......................................
Whereas, ........................................ .G.~r..~l..ct .... S..W.:.:m.f?..r..t. .... ~/~/~ ................................... late of ...................................... N.~.~ .... ;E..C!:&J:.~ .... : ....................................
in the County of ...................................... W:g,.~_ht.ngt.9..I.L .......................................................... Commonwealth of Pennsylvania, having died on
the ........................ .?.<?. ... ~.9. ..................................................... day of .............. ~~¥. ..................................................... 65 19 ............ , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvani~;
Therefore, I, .................................. w .•. R ........ Chaney. .............................................................. , an appraiser duly appointed according to law,
haYing been designated to make a fair and conscionable appraisement of the· said estate, and to assess and fix
the cash value of all annuities and life estates growing out of said estate, hereby :file the following appraisement:
In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest.
Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes
$
REALTY:
House and lot sold to A.J. Roderick, located in New Eagle
v~ashington County, Pennsylvania 5,500.00 5,500 00
I
Total 5.500 00
..
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I ....... 0... ... . .. ...... 7i.~~ ........................................ , Penna. I I
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===-======· .: t \ r~: 0 1 I-L.
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of i::) ~-'''1 7 f'l n · 1 ~ ''I _; _, •• 0
.. .9:~P. ... ~.t!.f.i:~~~~ .... ~/J:c./.§t .................. C'I::SCI.L i:!\\:.;;::?s Deceasedi:":::.~:Si ... ~ Or 1 h ... -
Late of
NEW EAGLE
,._
Date of Deatlz, ........ J19.-Y ... J.O, ..... J,..9.95. .............................. ..
Appraisemellt Docket Vol., ........... ].$.> ................................. ..
Page, ........ J.J..:.9:::.J..: ..................... No .... 9.J..:4.?.:::J.9:?... ............. ..
Filed in Register's Office, .... 9.9.t..9.9.~r. ..... 9, ... .19 .. 9..$. ..
Amount of tax due, $ .................................................................. ..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra-isement,
Appeal f,.om Appraisement,
Entered and charged, ....
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