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Home My WebLink AboutOC1968-1353 - ESTATE OF MONTEQUIN... , ' . ' ., \ .\ <11ntrttri~nwraltq nf J~unsyl uauia.~ llll. llasqittgtnu cnnunty. ) I, Josephine M. Douglas , Register for the Probate of Wills arid Granting Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania, . to Virginia J. Montequin .I adminlstr atrix of all and singular the goods and chattels, rights, and M. Montequin credits, which were of Joseph Montequin a/k/a Joseph late of Washington County, deceased, GREETING::. WHERE_AS, the said Jos~ph Mintequin a/k/a Joseph M. Montequin late. :of ,. Smit-h Twp. in the county aforesaid, lately died intestate :; (as is. affirmed), possessed. of divers goods and chattels, rights and credits, within the said Comity·;· JOSEPHINE H. DOUGLAS by reason whereof the power of granting administration thereof doth belong to me; I therefore, confiding: in your fidelity, do by these presents grant unto you these LETTERS OF ADMINISTRATION, here-. by committing unto you full power to administer· the goods and chattels, rights and credits, which were of. said deceased within this Commonwealth, you having taken and subscribed the oath of office pre- scribed by law; requiring you to well and truly administer the goods and chattels, rights and credits, which were of said deceased, and to exhibit a true and perfect inventory thereof into the Register's office, at Washington, within ninety days, and to render a just and true account of your administration at the expiration of six months from the date hereof, and to regard and comply with the provisions of the laws relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and caused the seal of said Office to be affixed this 29th day of September··-in· the year of our Lord one thousand nine hundred and Sixty-Seven. 1.,. : ,;· ~ . ", -·· -~:-.. . .. ., ;, .. ! •' .. ~-. ~ c... c... tO . , .. ~.,:1 .. :. . ... 0 0 ~ (/) ~ t;<j '1:1 '1:1 m ::c ::c ~ en ::s: ::s: z ~ ...... . ~ M\ M =~ ~ ~ {f) ~ t~ C\l (/) t;<j ~ --<··· 0--.1 2: 10 2 __ J ~ : c::. t:Y -'-~ ~;~ t;<j i~ ~ a q);' 0 a: ~~ :~ M ~8· -· ~ 0 = r'\ ~('-= 1-rj -· --.:'...-. :<.1 j""":"·: n • -~ !JJ m .... u.--~~ ... -.:~ I :-........ foot ('1--:::-;: r: :.:~t.::J :-........ ~ r , ~-C::'. ~ !" ... w c: -· t ; i I ~ = ' ... I ~ ';:. STATE OF PENNSLYVANIA, WASHINGTON COUNTY, l ss, The within named Accciu~tant being duly sworn according to law, depose s and say s that the above account as stated is true and correct as----------~-~~-------------------------------verily believe.S. Sworn and ·su'bscr.ibed before me this ... /£~---.. ,~ .,_,<~~"~~:~,~2'~~):;. . . , . Oeto:ber 68 day of ··:-,;::.-~0--\f.'=)~--------------------------------19 .......... .. ;~-r f>o .~&v.~ • j -· .• ------------·····;·····--~---·· ----------·-------------------------/~~ ...-;:::. MY CQMMISS}O~I':{EXPIRES MARCH 24. 1972 CITY OF W ~SH'iNGTON, WASHINGTOtf COUI:'ITY• ~~ Washington County,_ ss: ! u: .... 0 I r£1! ..., CIS § Ol_ -0 ~ ... i! ... .. . : -< z ~! CIS H H: ~ ~j .. . : z Gi G ~i r.:,H r£1 r£1 X: 0~ E-i E-i 1-i .,: ro: r.:lGz ~ z ·o::; co! E-<r£1 0 c::t: 0 E-i m: ~! <E-i ~ z ~ c::t: ~z H o::; ~j ~ r.:lO . E-i O! . 1-:l ;;E ~ 0 Ul z c::t: H ?i ::r:: ::r:: c::t: H z z H P-t P-t ~ v--i tf'... i f;i1.f;i1 E-t H 0 0 '! Ul Ul Ul o::; c::t: 0 0 o::; H :• ~ 1-:l 1-:l ·H :> ·~t .,. ~ f do certify that I have given legal notice. to all persons concerned of the filing of the within account in the manner pre- scribed by Statute and Rule ~Court, ab ev;~enced by proofs th.,.eof IHed to No. . .. ./tl."JJ.t . ./..1~........... · Witness my ha'nd and official seal thid£: ................. ~ .. day of. .. ·-77~----------------------------------19.~_{__ ---------~7?1---~---- Register of Wills t: ..., s::= ;:1 ctl 8 ..., s::= U! ;:1 Cll ~ 0 .s:::: c::t:: ... .... ) ... 0 .) E-ti< .... ~: 1-< '0 : 0 . Cll P..-:-~ .... s::= o::; : ·~ Cll rn r£1-H:· Cll 1-< '~ f-:j~i-.B· ~ Po t ..., i; < s::= .. ;:1 1--J-:-o \: 0 ' : f ~ ... ... U:l-::J ctl <(1: ,... s::= ~ ;§ ·s: 0 0 ~ .... Cll E-i ~~ '0 ~ r!:" 1-< I=: < "' .£ ...... "' ' J ... _..(, . ·~ ~ ()_ "'-... \~ """' t A I' I . •· IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ) ) ESTATE OF ) ) JOSEPH MONTEQUIN, ) NO. /3)'3 OF 1968, A.. A. ) a/k/ a JOSEPH M. MONTEQUIN, ) ) Deceased. ) THE FIRST AND FINAL ACCOUNT OF VIRGINIA J. MONTEQUIN, ADMINISTRATRIX OF THE ESTATE OF JOSEPH MONTEQUIN, a/k/a JOSEPH M. MONTEQUIN, DECEASED Date of Decedent 1 s Death: September 12, 196 7 The Accountant charges herself as follows: As per Inventory and Appraisement: Realty Personalty Gross profits of 3M Distributing Company (Joseph M. Montequin, decedent, sole owner) from date of death to present. Total None $ 52,079.96 56, 591.10 $ 108, 671. 06 The Accountant takes credit for the following disbursements: 1967 9/28 10/5 10/5 Josephine M. Douglas, Reg., Letters of Administration and Short Certificates Washington County Reports, advertising Josephine M. Douglas, Reg., filing Petition for Leave to Continue Decedent 1 s Business $ 22. 00 12. 50 5.50 10/5 10/31 10/31 10/31 10/31 ll/ 7 ll/ll ll/16 1968 9/30 9/24 10/ll 10/ll 10/ll 10/11 10/ll 10/ll Burgettstown Enterprise~, advertising Neurosurgical Associates of Pittsburgh~ medical expense Lee Funeral Home1 funeral expense John M. Johnston~ M.D. 1 doctor bill The Washington Hospital~ hospital bill F. J. Buckley Insurance Agency~ bond and additional bond Dr. William Bailey~ medical expense Josephine M. Douglas~ Reg.~ balance on Letters and filing Inventory $ 8. 00 10.00 11 225. 00 20.00 ll8. 77 145. 00 15.00 10.50 F. J. Buckley Insurance Agency~ bond 135.00 Russell Marino~ Reg.~ filing Order to Continue Business 2. 50 Russell Marino~ Agent~ payment on Inheritance Tax 500. 00 Virginia J. Montequin~ family exemption 11 000. OQ Virginia J. Montequin~ fiduciary commission Edward V. Sciamanna and Thomas J. Terputac~ Esqs., attorney's fee Anna Mae Pascoe~ notary fees Russell Marino~ Register, filing Account Debts of the business of the decedent from date of death to present: Federal Mutual Insurance Co.~ truck insurance Pa. Department of Revenue and Robinson Petroleum~ gas~ oil~ license etc. Office expense Andrew Zahransky, pop distribution rent Bell Telephone Co.~ telephone bill West Penn Water Co. and West Penn Power Co.~ utilities Mellon National Bank and Trust Co. 1 services charges $ 11 269. 97 lll 740. 37 165. 78 11 300. 00 371. 39 377.98 109. 83 21 604. 0.0 2~ 854. 00 4.50 18.00 .. ,.. • Eugene C. Fletcher. accounting Pa. Unemployment Compensation Fund Miscellaneous business expense Miscellaneous advertising expense Miscellaneous repairs to machinery Federal Mutual Insurance Co .• fire and compensation insurance Unitog. uniforms Depreciation Commonwealth of Pennsylvania. sales tax James Tennyson, office rent Mellon National Bank and Towmotor Corp .• payments on trucks and high lift Gross Wages: Sam DeLuca John Lauro· Joseph Massengill. Jr. Michael Miller Richard Barloletta Total Wages $2965.00 lll2 8. 38 7680.00 -2 310. 22 2548.00 Total Business Expenses Total Credits SUMMARY Principal Disbursements Balance for Distribution i '. $ 121. 50 237.71 229.92 107.90 120.14 s.:~u~--\ 433.45 813. 42 5. 473. 66•' 26. 6 31. 60 $ 55, 877. 35 $64,587.62 $ 108,671.06 64,587.62 $ 44. 083. 44 Washington County Reportg ~l:Rl£U Washington, Pennsylvania (PUBLISHED 13Y WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY OF WASHINGTON ) STATR OF PENNSYLVANIA ( ss. Personally appe~red before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he iL the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, published weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing as its agent in this behalf; that the said WASHINGTON COl'NTY 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 oC said County, dated November 11, 1920; that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: .......... 9.~.tq1?.~.~ .... ~ ..... J? ..... J9 ...... ;!,..99.7. .......... 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. •••••••eooo•• •••• MONTEQUIN, JOSEPH, ·a/k/a JOSEPH M. MONTEQUIN, Dec'd. Late of Smith Township, Washington .,.l. Co.~_nty, .P,enna. ___ t~ Ad.ministratrix: Virginia -J.-M:onre:::-qum, 722 S. Main St., Burgettstown Penna. ' AttorJC!ey: Edward y. Sciamanna, 222 Washmgton Trust Bldg., Washington Penna. · ·' 3Jn •tqr ®rpqans' arnurt of llasqingtnn <ttnunty In the matter of the Audit of Account in Estate of JOSEPH MONTEQUIN. a/k/ a !' JOSEPH M. MONTEQUIN. dec. TO THE AUDITING JUDGE: 1353 No.-=---OF 68 19 __ , A.A. my V irginia;·'',T~ Monte.quin, ·Administratrix . . Enter __ ---=="-------appearance for _ _:__:_~~--=u~·---....:.....:~---=:.__------------ I :J.-day of ? P~ 6.:--... , 19~ N. B.-Counsel shall, by· separate paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise stafe-ment in1that regard. ,J No: 1353 ' OF '19~, A.A. In re Audit of Account in Estate of JOSEPH MONTEQUIN. a/k/a JOSEPH M. MONTEQUIN. deceased. i AUDIT •·:·. ~·· · Jrarripr for 1\ppraranrr FOR VIRGINIA J. MONTEQUIN. ADMINISTRATRIX. Slll/;\ :f:J J.i:'J!iiW3U ON:crtH TiJssrw · T I~dlVl~S .X'.'. T@~ ~jfJJ f\9, ·-~ ~ '-Attorney o.;J rr::' .. , .... ' ::~,...-....... .......-;......-------~------------ (Form wnere decedent died Intestate) _1Ju tqr ®rp4ans' (!Jnurt nf ~as4tngtnu Oinunty ESTATE OF No. 1353 Term, 19 68 , A. A. ,f·• .In the audit of the First and Final JOSE'PH MONTEQUIN, Account of Virginia J~ Montequin, Administratrix .?.:/.~l..?.: .. ~.Qe~~_g ... M.! .... M.9~.'!'.;§9.Y..~~-~--·················· State (I) whether de- cedent was 'married or unmarried; (2) if mar- ried, whether a husband or wife survived and his or her name; (3) whether or not there was any marriage settle- ment; (4) whether or not family relation was maintained until deced- ent's death; and (S) whether the decedent left children or issue of deceased children. Deceased The petition of .................................... :.Y.i.~g~-~~-~ ... J..: .... M.9P.-t~9..\I:~P.--............................................ : .. (Name of Petitioner) respectfully represents : ............................................................................................................................................ . (a) The decedent died ......... :.e.~.P~.~~P..~E.J.~.~. .. .J~-~.1 ........................ , intestate and (Date) letters of administration on.: ... ~~ ........... estate were granted .... ~-~P..t.~~P.~~ ... ?~.t .. J.~.~-7 (Date) as per record thereof: appearing in Administration and Bond :Book No .. :···~·~·········· at page ......... J.?..~·····································:··· " , ... ·' • Decedent was surviv~d by . Virginia J. Montequin Wife --R o1se Ann :Massei:igill Daughter '. ~::.. (b) At the time of death, the decedent's domicile was ;!l~:t the Com- monwealth of Pennsylvania, to-wit, at ..... ~.$..:g};Jt.h. .. T2.Y!.P.-.~.h.~P .......................................... : ... . (Town or Towriship, State and Nation) and residence was a t .. :?..?.?~ .. §9.~t.~ .. M.?.:~P.-... §~E.~~~-~ ..... ~~Eg.~~.t..~~.9.!Y.~'-.... R.~~!?.Y.~Y..~nia (Town or Township, State and Nation) (c) The names of all persons having any interest as heirs or next of kin -~·-~ with the names of their deceased parents, to show relationship if they take by representation are as follows: NAMES Relationship Interest Of age, sui- juris, or not, (write yes or · no). Name of Guardian, Trustee or Committee, if any, . or beneficiary, manr..er ilnd place of record of appointment and is bound suffi- cient to cover and protect share. Virginia J. Montequin Wife 1/2 Yes Yes '•I 1/2 .Daughter Rose Ann Massengill l' State exceptions, if any, giving names and dates of death and the names of their executors or administrators, or the names of, their issue as the same may be mater- ial. Describe typ_e '!I notice. .... ~. .. • I "'1 ~ All of said ~arties m interest are living, ex~ept None (d) All parties having any interest have had ........................ notice of the filing of the account by letter ·~ . .;;. .. Insert word "not" where necessary. If taxable state wheth- er tax has been paid. lf too many for the space, annex a list there- of: if no such cia ims, insert the word "none." If any creditor or other claimant has not re- ceived actual notice, that fact must be stated. Indicate such claims as may be secured or en- titled to a pre£erence, and give detailed infor- mation concerning such security or preference. Here insert a reference to all questions requir- ing adjudication, and a statement of any mater- ial facts not already given. If none insert the word 11none." If any share has been assigned or attached that fact should also be stated here. State kind, form and character of property composing the balance for distribution, and if any part thereof is not cash, whether or not there has been any elec- tion to take such part in kind. (~ (e) Balance for distribution per Account $ .... ~~-~ .. ~-~-~-: .. ~4 (f) Additional debits, not. shown by Account (Item. ize) . · · ~ , , .... ~ 4ft,.~ lo!w\ ~ .. _ .. _,_-';/,_ ~-<.' ~t~. $, ...... ~~-~~--t tAJ (g) Additional credits, not shown by Account (Itemize) $ ............................. . (h) Claim for exemption has been made, and .......... , ., "If . $ 44 gs~-Qi' has ........................ be~~ai~ , r (i) The estate is .................. subj ect to the payment of inheritance tax to the State of Pennsylvania. (j) The estate is . .:r:wt ............... subject to the payment of the county 4 mills tax. (k) The estate is ..... ?.~~ .......... ~ .. subject to the payment of Federal inheritance tax: (1) All creditors (and other persons who have complied with Rule II, Sec. 9), of whose claims the accountant... ... hg_?. ............... notice or knowledge, have ........................ received actual notice. of this audit; the amounts of their claims and whether or not they are admitted to be correct are as follows: None (m) . None (n) The balance for distribution consists of property in kind, form and character, as follows: Physical assets. equipment. stock and accounts receivable of the business and cash as listed in the Inventory. ) . ) t•, ADMINISTRATRIX NOTICE Estate of Joseph Monte- quin, ajkjaJosephM.Mon- t e qui n deceased late , of Smith Township, Washing- ton County, Pennsylvania. Letters of Administra- tion upon the above estate .., having been granted to the undersigned, all per·sons having claims against the PROOF OF PUBLICATION State of Pennsylvania County of Washington ss. ,...., ~ -~-..... I, _E._._H,_.Y.Q~lrur._g, ..... J.:r. ................... , publisher of THE BURGETTSTOWN ENTERPRISE, a weekly newspaper published iri the Borough of Burgettstown, County of Washington, State of Pennsylvania; hereby certify that the annexed ad- vertisement ..... MOO.twquin ... es:t. ................ was published in said newspaper for 1-----.r-~~..c;,~i~o!~e th~e:~~t~~ t~~ 1--~ .......... ~ ... 3 ···············"'""-consecutive weeks, commencing on the ....... 4th ............... _ ...... .. !'nd~rsigned or his attorney ~nd'all persons indebted to the, deceden~ are reql.).ested to make payment to the un- dersigned without delay. Virginia J •. Montequin . . Administra:fr1x . 722 South Main Str~.t;' ~~,' . Burgettstown, Penni?.,. Edward V. Sciamanna, E'Sq. Mellon Bank Building · Burgettstown, Penna. , . ~-.;.~ . 0-4, ll, 18 \ ' .. 1 L.;: day of ...... O~.t.Ob.er ............... 1"'--···· and concluding on tne .. 18.t.b ........ : .. ~. day 'of ············-··· ... Q.c.t.Qb.er. .................. , 19.6?.. __ • ~ .... ~£~ ....... , PublW>er Taken, sworn to and subscribed before me this ...... J!.. · ay of .. .9J~t..91?.~r ....... _ 4 . .. /~g.~ • . : : Burgettstown B ER, NOTARY PUBLIC . My • · · 1AV Ctll.lliJor.ft .. Drouah, Washi ..._ 19 commiSSlon exp~es ........ -=-"!H .. ··~·txFnfa·······o.rz. .... cflllftty········ ............. . • . • ffB/ltWr( '· 1961. ~ . . ' 19 ... 9.7. .. -... ,l ... Are there anY advance- ments by decedent to be considered on distribu- tion and has any distri- bution on accoUnt been made by accouritant to any distributtee? (p) None ( q) Give brief location of any real estate sold. If prior accoUnts have heen filed, list number and term. (r) None None Wherefore your petitioner asks that distribution of principal and income be awarded to., the persons thereunto entitled and suggests that the balance of principal and income should be awarded respectively as follows (shares. being stated in proportions but not in amounts) :- ·Virginia J. Montequin 1/2 Rose Ann Massengill 1/2 County of Washington, ss. The above named petitioner being duly sworn . doth depose and say that the facts set forth in the foregoing petition are true to the best of h ....... ~E .......... knowledge and belief. Sworn .. ,-to and subscribed before me this ' D , ... ''':, < .&th, · ... ":"<d~y;~f. .... :.@:~-~-~-~.!?.~E .......... , 19.?..~ ........ . . . • ··\...'\·~r,.~ ;:::1~ . . MY COl,\.~!~~ ON EXi'Hl!:S MARCH 24 I lCITY OF W s ,,.. · 972 . -·· . A HINvTON, WASHINGTONCOUNl)',& And your petitioner will, etc., 1£;.;c#/~2llmdf~········ • (/ • •• ,.. ..... M~ •• (~~~ure. "'Petition~ -)/ ~ .~ FORM IN CASES OF INTESTACY No ..... }.35 3 -----:··----, OF ~~. 19 -~-~--·A. A. ---·-·······-··-··-------···-··· IN THE ORPHANS' COURT WASHINGTON COUNTY, PA. JOSEPH MONTEQUIN, a I k/ a JOSEPH M. · Est1\1()NTEQD1N·····························D·~~~-~~~d:···~······ Sur account of YJ~.9J~.:u\ .. J..! .... MQNT.~_Q:QJ.N •· ADMINISTRATRIX PETITION SUR AUDIT In Conformity with Court Rule III, Sec. 5 (B) COUNSEL FOR THE ACCOUNTANT WILL SUBMIT HEREWITH 1. The letters of administration. 2. A copy of the inventory and appraisement. 3. Proof of advertisement of the grant of letters, if not filed with accountant. 4. An appearance ~or.,~~,ose represented. · 5. Inheritance tax~r~c.ei,pts,,:ifany.-. u •'I • -' I' .t 6. Certificate of lien·s· inicase .ary·. of: .the funds fo.r distribution are derived from the "sa.le· of real estate. 7. Copy of[j'F;eder~J E~tate tax return, if estate is subject thereto." · 0 i,1j 1'. · _., ,. . 8. Signed elections to take 'in kind, if any. ( 'i ~ ~ I , ., ' " THOMAS ··i ... TERPUTAC Attorney for Accountant. ~9 ' \+> . . , .. _. ~-: • 1 . . ' I; ~"' : .(j ·~ "'··-. -~ ~~ \ r:;. :...' >< .. } : ;.-, •• -;~ Cl'! •• '\·.; ·. v,., ••• ~ ··"<"1, _,. <-f. .tY_ •... •-'~· \~,\\-.;,_ I'? fr-•'7 CliO!,. _ '1 ' . "'~ ... -., o··,t-"· .. p. ~, . "•/" .... \c ,,\, tfc1r1,. \n;·\' -'·d't~:;tf~~.tt:·• \ 1Jn tqr ®rp~ans' Qlnurt nf mas}Jtugtnu Qlnunty ESTATE OF ----~~~-~P.~.-~?.~~~9--~-~~-~--~l~!.~------------------· Joseph M. Montequin, Deceased. 1353 No ............... Of 68 19 ............ ,~ First and Final In the matter of the ....................................... . Virginia J. Mont,equin, Account of ........................................................... . Administratrix ----------------------------------------------------------------------------- ADJUDICATION AND DECREE And now ..... ~-~-<?:~~~~E ___________________________ z..::_ _ _Q ____ , 19.?.?. ... , this matt~r came on for hearing, audit and distribution at this session and testimony taken; arid thereupon, upon due consideration thereof the balance for distribution in •the hands of the Accountant is determined to be $ .. 49.,..9.33 .•. 44 .................................... and the accoun1t is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule' of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appepl be taken herefrom sec. leg. · ~-······~·f)y .... ···'···Q;~ur~v-: SCHEDULE OF DISTRIBUTION Balance per account ................ -----------·------·------------------·--········--··--------------$1:~..1-Q~~-·--'~:~ Additional debit asked at audit 5850. 00 Balance ........................................................................................ -------------·· ...Ll.9. 933. 44 :jl:': .. ~--------------- Deduct Clerk's Costs & Receipts ........ ----·--·---·----------------·--·-···-------·---·····------52. 50 Thomas J. Terputac Attorney ............ --------············-------·----········----·-·-------··········-------·······-----------· Russell Marino, Agent, transfer inheritance tax, Interest from 12-12-68 to 12-31-68 342.42 Virginia J. Montequin; widow, 1/2 balance, 24769.26 Rose Ann Massengill, daughter, 1/2 balance, 24769. 26 NOTE: Included in the balance for distribution are the ph sical ass ts of the business known as the 3 M Distributing Company ncluding e uipment, stock and accounts receivable, held in kind and di tributed such at the appraised value, and in the proportions as et forth in said distribution of the balance, per elections filed. J j j C) ._, ~ .. f"-::J (\j 0(,/) I ..,..-' ~:..J ::=--l ~ ::::: o::>: u... t: <1:- ....j _j ~u. f.1 -o ~ jo:.: -· l\l 1\), L:JL:.l I CfJ 1-·-&1. (,')~ ..J :::><3 a c::w c:: C"':: (.·-, (..") •oof '-' • l J. "" ~ t:Y =· t:Y ..... f"\ ~· ..... ..... = ~ = ~ = t:Y s ~ f"\ ~ ~ ' ·' .! '' .. j 0 -m (/) ...... 0 ...... m 0 ·- j 0 n ::J z n 0 -+ !=> ::r c m ~ ...... 3 ' 0 0 -fi ., 0 0 --...... ::r m :-a '. J J ?> ?> IN THE ORPHANS' COURT OF WASHINGTON COUNTY. PENNSYLVANIA IN RE: ) ) ESTATE OF ) ) JOSEPH MONTEQUIN. ) ) a/k/ a JOSEPH M. MONTEQUIN. ) ) Deceased. ) NO. 1353 OF 1968 ELECTION TO TAKE IN KIND We, the undersigned, the surviving widow and daughter, and the sole heirs of the above named decedent, hereby elect to take in kind the physical assets, equipment, stock and accounts receivable of the business known as 3 M Distributing Company, in the name of the decedent only, at the appraised value. Date: ~_; /_, I 9' ~ ?$' --~--------7-----~---- j r- // C7 ~ ~ \3. 4 d '1 ~ • ~ • ·,; ~ \ I . IN.THE ORPHANS' COURT OF.~-"" WASHINGTON COUNTY, PENNA. NO. 1353 OF 1968 IN RE: ESTATE OF JOSEPH MONTEQUIN, a/k/ a JOSEPH M. MONTEQUIN, Deceased. PAY TRANSCRIPT THOMAS J. TERPUTAC ATTORNEY AT LAW 222 WASHINGTON TRUST BUIL.OING WASHINGTON, PENNSYLVANIA 1S301 /'-, .. ~-., IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ) ) ESTATE OF ) ) JOSEPH MONTEQUIN, a/k/ a ) JOSEPH M. MONTEQUIN, ) ) Deceased. ) NO. 1353 OF 1968 PAY TRANSCRIPT We. the undersigned, distributees under the Adjudication and Decree at the above number and term, do hereby acknowledge receipt of the sum of $24, 769. 26, including the physical assets of the business known as the 3 M Distributing Company, and do further release and discharge Virginia J. Montequin, Administratrix of the Estate of Joseph Montequin, a/k/ a Joseph M. Montequin, deceased, fr any and all liability in connection with the administration of this estate. Dated: 12-3/-6;/ ..... : ·, Form RCC-33 . ·.' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF WASHINGTON j IMPORTANT: This return must be completed in detail and filed. in duplicate, ·with will attached, with the· Register of Wills of the County where decedent ·resi~ed; Return is due within one year after date of death, unless an extension is granted by_ the Secr.eta~y of Revenue. (Se tion 703' of __ th~ __ Intu~r_it{l.nce __ {l.n!f :E.!i!t!lte TB,!C A,c~ of 1Q61.) ~:~~~~=~~~€~ii~~~~~~M~:}S~x state of ---~:::::~:~~-----------:}ss: County of ............................. ,.: .............................................................. : ...................... . ............................ .Y.~.~gt_r.:tJ.?. .... J. .. : ...... M..2.P.t~q~JP.: ................................ ················· .......................................................... , ... , .............................................................................................. ~ AdministratoFiX of the estate of the above-named decedent being duly sworn, deposeS and say S Decedent· dJed ........................... ~-~-P!~~~F~--.. ~.?..~ ............ (i·;;;;·;·············• 19.(.J~~~-····•{ ~::~~~:lii~XiiDI:){Xcl~lCKKl!IKilflXiliXlXrXI~X~fl~lmiiK } o t herN::et:::i :::r:::r::e:\tao;;:: ::·} ···· .~9. ¥/.c:J:E.~ ... Y.: ...... ~I:::~.c:J::r.?..~!l!l:.c:l:.#. ...... ~.~.9, .. : .......................................... · ..... ............. . ........................................................................... .. whom all correspondence should be. . .. 2.?? W..<:t~.P~J}gtQr,:t.'J.'T~E.ltJ.?.-qilg_:i,p,g, ___ :\Y.?..~.hJ:.J:l.gf;9._J::l:, .... P..~P.:J::l:§Y1Y..9.:.I.l.:!9.: ................... . mailed. That as such A.9mtnt~.t..r.g..t.r.i.¥. ..... deponent is familiar with the affairs of said estate and the property con- . . (~:x.,r.utor·Admi.nistrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,. or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT NAME AND ADDRESS OF BANK OR OTHER INS.TITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX ------------~;-----------~~---N nn P That the conte~ts of said safe deposit box or boxes are it~mized under Schedules of this ---return, with the exception of the following, for the reasons hereinafter set forth: That Sc.hedule A attached !:!ere to and made part hereof sets forth full v and in'·detail all the real property in the Commonwealth· of Pennsylvania of which decedent died having an interest. therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the. amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. · That Schedule 8 attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's c:recli·'t-;..i;.T?; banks _of deposit, savings banks, trust companies, or other institutions, whether individually, ?l;~r:~:-·trusf.:·ri>r .... ~·,·· .-;~"' any other person or persons giving also separately the. accrued interest thereon, if any,_ Q.I)WJ1 to the last o ~ ,: I,--... interest day prior to decedent's death in the case of savings banks, and to the date c[ rf}e.,ceden·t' s death~: in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence·of in- debtedness of th·e United ·states.to the decedent; all obligations, whether by statute:or~~gr~ement they are designated as tax free, of. the United States, or any state, or political subdivisi.'Qn ,thereof, or of any foreign country, which are ~owned at the time of death; all wearing apparel, jewelry, ·silverware, pic- '• tures, books, works ·of art, household furniture, horses, carriages, automobiles, boats, and:,any and all ~ lf'J other personal chattels of whatsoever kind or nature, left bydecedent, together with the fairly 'estimated market value thereof; all bonds and mortgages held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation·as to each item; all moneys payable to the estate froin life insurance polici'es carried by decedent; all annuity _and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of d~ath, bonds and a·ccrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. .. In the case of securities of close or family corporations, the values reported are a)/far !1-S possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the'date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets a~d liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of.the decedent's interest therein must be submitted,· It should also set forth in itemized form, together with, the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto ·and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty, real or personal, within· two ye~rs of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom ·transferred, the relationship of the transferees to the decedent, the proportionate share received by. each transfe~ee and all other facts of a pertinent nature regarding said transfers. ·In the·case of transfers iptended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a copy of the deed, trust agreement or otl:ter instrument creating the trust. Ther·~ is also set forth in said schedule a iist of all property, real and personal, with its value, whtch passes ~t 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 ~ointly, by the ·Will; deed, or other instrument of another, with a copy of the instrument creating such power attached ·to the schedule. l .... . . l .... That Schedule D attached hereto and made part hereof sets forth ,the na,mes and addresses of all persons beneficially interested in this estate at the time of decedent's ·death, ·the nature of their res- pective interests~ their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent,· the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Sc/1edule £ attached hereto .and made a part hereof sets forth all property, real and p~r: sonal, owned by·the decedent jointly with another or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting.the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners to the decedent. That Sc/1edule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and tmpaid at time of .. . . death; taxes accrued. charge.able· for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and E~tate Tax Act); together with a statemen:t of coilater.al pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the Summary. Subscribed' and sworn to before me this ............................... .. ................ " ........ /./: .. :~ .. " ....... day of ..... ~ ......... 19 .. ?. .. ?.. .... . ............. ~ .... -d~ ... llt4u...: ... i!~ ...................... . MY cr.::.:~··~;·n·~ r.·::"'-~ r:~-.~:~ 2~-. !CZS ~~n·"oF \,';~:~~~::· ..... :, ~--~~~~:~~:~:-~:~ cc:.;;:rt, FEr~W\. ~l/J!!i;~--- ...7..?..?. ... .S.0.1J.tb. ... Main .. .S.tr..e.e.t. .......................................... -.. -·. (Street Number) .... ~.~~~-~~-~-~.~.?..~~ ..... ~ .. ~!:I:?..~Y..~Y..~.~-~~ ............................. . (City or Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word. "None", and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. ..... RCC-35 .~ COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Inta~gible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property shoulq be listed first (e. g. jewelry, we~ri~g 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, p·artnership interests, i?terest in anyundistributed estate of or income from any property held in trust under the will or agreement of ano.ther, even though located outside of the State, at the time of death, should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE 3 M Distributing Company {Joseph M. Montequin~ decedent~ so~e,;..qw_Qer)_{ q(~ t.) ~ 1 ~ f'~c..~C£,,~1-cV·~ ~~"" Mellon National Bank and Trust Co.~ Burgettstown Office. Checking Accou~t~ · I 1967 Chevrolet One Ton Stake Body Truck(IA. il"'ll..<_. 1966 Chevrolet Two Ton Truck 1962 Chevrolet Truck 1962 Chevrolet Truck 1959 International Truck, Title # D13091102 1957 Chevrolet Truck Towmotor High Lift Stock in Trade {Pepsi Cola merchandise) Accounts Receivable Furniture and fixtures 43 Vendors and 1 Pre-Mix Unit ) Insert this total opposite "Personal Property", Schedule "B" in the "As Reported",column on the last page of this return. X X ESTIMATED .DEPARTMENT VALUATION MARKEr VALUE (Do not write in this space) $ 9, 056.15 _, -<.:-. / ~-3;·000.00 51000.00 -~~ 21 ooo,. 00 ~!'1(lAn~ 21000.00 em(~~ 11 250. 00 Pit"~~~ 350.00 71'<'<&~ 'r7J 31000.00 ~-}11 ~(~ 2,903.20 111 800. 61 ~~ 620.00 PJ'(~ 111100. 00 .n~~'n; $ 521079.96 . I I ,I \ h R'Z:c-37\ (12-63) Cl1!\t:\\l)':\i\\'EAI.Tl! OF l'E:'-1':11~\'\'l.ANIA TRANSFER 1~\IEHITA~l'E TAX RESIDENT DEL'EDE~T -'' BENEFICIARIES AND ADDRESSES State full names and addresses of all ' who ave an interest, _vested, contingent or other· wise, in estate) Virginia J. Montequin 722 South Main Street· ' Burgettstown, Penna. . Rose Ann MassingJll Slovan, P ennsy 1 v ania ' . - r ' .. SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Wife Yes 5/27/18 1/2 Daughter ·Yes 3/20/43 1/2 ' Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE None , .... I .· -~';. : ,--. ~-,. ;; ... ··· / v ·' . ! Will. Administration ( No. P.ll THE Year ~lATTER. OF J:HE. APPRAISEM'ENT OF THE •· EST:\TE OF JOSEPH MONTEQUIN. a/k/a JOSEPit.iVi'~···M:aN'TEQiJ]J)N~~~~d Late of .... _.·~f?.i~J:l ':f..()~f:;.l1:i,?.. County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL . I I ( EDWARD V. SCIAMANN~. El::>"1cl. . . Washington, Pennsylvp.._nica . • l· . "'- J ··' I 'i' J I -.....-\ ~ ($>~. .~\ \' ' rd\\. '\\ '\_\ ~~ ( : .. "y ~ ~"-~ r/ .,t ;J \1 l .. ,\ .. ·..:. . .-; ~ . (Executor-Administrator must complete "As Reported" column #1.) C"') .... 0 Vl Vl ....., Ill X Ill 0'" ~ -ro 1:%1 Vl ~ ·Ill ~ '('1) ~~-oo CJl 1:-.:1 .. :o: -J: :co: :r CD: : ·m : ~4-oo ,.. •' .....,~ ~ ~ .... ('1) .... Vl Ill ~ 0 -....... ::I ., ('1) Ill .... ........... 0 Vl '1:1 ., ('1) .... .... .g ~ ('1) .... ..... '< --.-... Vl U'l U'l (") () () ?" ?" ?" q ~ ~ ~~~ U'l c:: ~ ~ > ~ >-<: : CJl : --. ·:~:-.:~: > , .. ,z"' :a: o~ :-J :~ ('[)('1)-:co: ~ ...... :· o-co ::+ :0':): ~ ~~~ > "' t:i C"t--. 2" l-J 3- .... r. c.. \~ , () ,, . , I I· j \. RCC-81 (2-64) . COMMONWEALTH OF PENNSYLVANIA DEPARTME.NT OF REVENUE : BUREAU OF COUNTY COLLECTIONS: ; INHERITANCE TAX DIVISION IN YOUR REPLY PLEA8E REP'ii:R TO NOTICE OF FILING OF APPRAISEMENT ~ . - J~~~~$i·Administrator) . In R~: Estate of _____ -l.W~A2>'•$U!ii.! .. Sl.@:Wt:.!!. Z~~~· ~!:Jt~· ___ __:_' County -File No. 94~,.0 .· Dear l~o 1-iC~Wqulnt -· · · · · · · · You are hereb! noti:fied that the 0~~ . appraisement in the estate of 4t.leeph; :Mont~, aka $Wo · has been filed ill.. the office of the Register of Wills qf l1a&bln~X\ County· on. · D$C~~V S . , 19~.' Said appraisement reflects· the fol~~w~ng valuations: '; : Reai Estate __ ~------~~~~~~----- Personal Property ____ ~S~2~t~079~·~·~96~·~·------ Transfers ______ ~----~~~~~--~~ Total --------~;~a~~·~O~~~Y~·96~·~---- As to such tax that i~ paid within three months·. from date of death, a five (5%) percent discount is allowable.. As to any tax that remains unpaid after one year from date of death', interest at the·rate of six (6%) percent per an.nuni is charged. Any party in interest. who·· is aggrieved by an appraisement may . appeal therefrom as provided by law. Signed Title Note: This is not a bill. ~ ( .... MONTIQUIN, JO~PH aka JOSEPH M. l-10NTEQUIN FILE # 9464-40 :?CC-_:q ( 6-64) , ,~ GOM"~ONWEALTH OF PFNN~YI.Vi\NI:\. Date of death SEPTEMBER 12, 1967 • THAN::::FF.H INHI~RITANCIT"_.T.AX ....... R.W:SIDENT DECED.r.NT SUMMARY FilE # 9464-40 TtEPOH'l' OF INHElU'l'ANCF. TAX APPRAISER #S3' tW:a:Slffi/Grfo\fned rtuly 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 real and personal opposite each item in the last column to the "E". Dated: 12/05/67 09/12/67 REPORT OF THE REGISTE~ OF WILLS I, the undersigned duly elected Register of Wills in and for , County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts claimed by deponent, ~xcept as to those items where a greater 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: INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ESTATE T.U ASSESSMENTS FOR USE OF REGISTER ONLY REGIST<R OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $ $ $ . 52,079.9~= 52,079.96-·--~--- ======= ======= ================= $ ____ _ $ _____ _ c·OMPUTATION OF TAX Tax on $ _________ __ 5% $ _________ __ Tax on $ _________ _ Tax on ~-------------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 A~d interest at rate of H% from -----------to AMOUNT OF ESTATE TAX ASSESSED Estate tax paid BALANCE DUE Add interest at rate of 6% from to FOR USE OF REGISTER ONLY ~-------- ----------·--.- $ ____ _ d> .. ,========\= $ ------- $======= *-------$ -------- TOTAL TAX BALANCE PAID, ADJUSTMENTS (':') As evideryced by Chari table Exemption Certificates issued by the Secretary of Revenue. ~----------~-- $_~...,....---- $ __ ,__ __ _,__ $ __ ,__ ___ _ $ _ __,..----- $ NOTE: Where subsequent adjustments are made to the abpve computation of tax by the Register of Wills, for proper reason, same shoyld be noted below, with short explanation. ;: tf ~ ... _.; ' ~...,; \~ {·i' ' ·• t Will Administration t No. ·'······· P-1< THE Year ........... . ~lATTER OF THE APPRAISEMENT OF THE EST.\TE OF .. J.Q$E.I'.l:i .. l\19N'l':IQtJ:I:N, .... a.l<fJ, .. ~O~JI .. }1;, ... }.1;0NTEQUIN Deceased Late of. .. I;HJRGETTS.TOWN .......................... . Countv of .. . WASHINGTON . . .•..............•.............•...... Commonwealth of Pennsylvania REPORT AND APPRAISAL .' ,.. ~ l Fonn. RCC-2·· . . COMMONWEALTH OF PENNSYLVANIA DATE .......... .P..E!.~.E!.~~.~ ..... ~ .. L ... ~.?.?.7 ............. DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX cotiNTY r ...... ~:!.\.~.~.~-~g.~.Q~ .................................. BuRiAU OF COUNTY COLLECTIONS '~"1 ~ .. ~ APPRAISEMENT FILE NO. .. ......... ?..~.?.~:.~?. ......................................... ~ .. HARRISBURG, PENNA. 17·12 7 .. .. Whereas, J.Q~?..~ .... ~9.~.~9.Y.~ .... ~~ .... ~.9.~?..~ ... -~.~ ..... ~.9.~.~,q~~ .......... late of ............. ~.~~~~.~~.~?.~ ................................................... · ... in the County of ......................... ~~~~W~~g.~9..~ ............................................................................ Commonwealth of Pennsylvania, having died on the ................................................ 12th ................................ day of .......... $~Pt.~ffiP.~.r. ..................................... 19 ........ ~.7 seized and possessed of an estate· · subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................ .'W.~i: .. ~.~: ... ~.~-~-~ ......................................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. ::: Unit Appraisement Description of A&&et Values Made for Inheritance Tax Purpoaes ,. .. ""' $ - REALTY: NONE NONE ·- PERSONALTY: .. iAs per Schedule "B" attached 52,079 96 - i -l TRANSFERS: -. .. , NONE NONE I ~ --·' . I -- JT. HELD PERS.: NONE I NONE ,. " I . TOTAL 52.079 96 .. l 'i I I : ; form~~·!;:~hb~"; !~1fh~w":.~~1~:: ~:; ~er~~~~~~~~~ ~~~~§" 1~~ · Appraiser ? ! "''"~(N\;;;:;t;~~ .. ·;;;;~ ... ~ ... , ...................................... 1.""'''",''' . . -... :.,...._...: 1•' ·, ................................................................ r .............................................. , Penna. (I' Ulllaol ... ,.. . . , . . .•• ,.,u,.;'lot, ~1!1~~. ' ~~;.'- 0 I! 'i '· L -· WASHINGTON Cou11ty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .............. JO.SE.P.H ... MONTEQUJN,. .... g,@ .... ~. tc • Deceased. Late of BURGETTS'IDWN q.' Date of Death, .......... ?.~Pt..~P.~.r. .... J,.?., ..... l.9.67........... (' · Appra.isemel!t Docket Vol., 37 Page, ..... ?..?.::?. ............................. No . 9464-40 ................................................ Filed i1t Register's Office, ...... ?..~~-~ ..... ?. .. ' ............ 19 ..... ~? Amount of tax due, $ .................................................................. ·· f DEPARTMENT OF REVENUE t J ~') Received, E.;ra.mined and Approved, ST1L'i .~:J C I e;:'!;"J Wrote abo.ut Appra'ise'ment;tT·.\::::~:.t.~~L ................... , ........ .. 6 T • '? 1 !.J r J r: "''l ~ ·~-::-'-• c., " \.. ,) \.}~>..,i' ., _ ..... ,·~ Appeal f,.om Appraisement, ........................................................ l .... J ..... ~··r···~··: ..... f ....... i ................................. . Entered and charged, .... :..J l : - f~~~l, I ~:·~~ '}:·~)~ :;'.j0 . ' --_,~ ------~ ---"'-·-.,.._._ ,-P. •f' 4>' fL ~ f . i I ! Form RC C ·10-R I DEDUCTIONS ALLOWED IN . , .. OFFICE OF THE REGISTER OF WILLS OF _W_A_S_HI_N_G_T_O_N __ COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF DATE v J h M t · /k/ Smith Township ESTATE OF OSep On eqUln1 a a LATE OF--------=------------ Joseph M. Monte~uin S t b l2 19 67 DATE OF FILING APPRAISEMENT 2·-_3 cJ-c: ,t DATE OP DEATH _e.:;..p_e_m __ e_r_ . ....;.1 _______ _ DATE NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCHI:'l 1::10 Letters or .aam1n1strauon and 9 28 Josephine M. Douglas, Reg. Short Certificates 22 00 10 5 Washington County Reports Advertising 12 50 10 5 Josephine M. Douglas~ Reg. Filing Petition for Leave to 5 50 Continue Decedent's Business 10 5 Burgettstown Enterprise Advertising 8 00 10 31 Neurosurgical Associates of Pgh Medical expense 10 00 10 31 Lee Funeral Home Funeral Expense 11 225 00 10 31 John M. Johnston1 M.D. Doctor bill 20 00 10 31 The Washington Hospital Hospital bill ll8 77 ll 7 F. J. Buckley Ins. Agency Bond and additional Bond 145 00 ll 14 Josephine M. Douglas, Reg. Filing Inventory 4 00 ll 14 Anna Mae Pascoe Notary fees 4 .50 ll 14 Virginia J. Montequin Family exemption ~1\IOTI.E ~l•nA ~--i Lliill; fC' I ll 14 Virginia J. Montequin Fiduciary Commission ~~Cx-: ' . . 11 14 Edward V. Sciamanna, Esq. Attorney's fee 21 854 00 ll 20 Josephine M. Douglas, Reg. Filing Account 16 00 Mellon National Bank and ToVIJlloto 1r Corp. Balance due at date of death 1910 50 Audit costs . 52 50 --~~--4---4----------------+-----------------r----t~~. COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON - 1, Virginia J. Montequin HEREBY CERTIFY. THAT. TO THE BEfiT OF IIC.V\.KNOVlLEDG£ AND BELIEF, THI! FOREGOING IS"A JUST AND TRUE STATEMENT P.F DEBTS, FUNERAL EXPENSES AND EXPENSES OF ACttHNISTRP.TioN SUBMITTED TO THE ESTATE OF Joseph MontequinM at rl a .Joseph 0£CEA8ED, AS DEDUCTIONS FOR -... ~ · u·v On eY. Ulii INHERITANCE TAX-PURPOSES. -::1}?, . Ql /]A/1 ?T • . -.... 6 -{/~./-A~/~ _J/1~-.i ~-I) (L. 5.) SWORN AND SUBSC!'IIBED BEFORE ME THIS 1 th rtAY Of' 1/1rg1ll1a Jt' Mon4:eqUlll /J -6.1. November _;J 67 "t/ • . flC<&J ~~ 1}tiv i?uu:d:U -_, .... f~Y c-cr;:~fSSi(''l EXrl~~': r.~~,~·: ~~. !~S!f miT .0~ WA3:m:GTvil, Wt.;:;,E..:TOn c.m::m, FEr~N.t Form RCC-4-RI-3-66 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS No. 978860 OFFICIAL RECEIPT Transfer Inheritance and Estate Tax File No 9464-40 Date. __ _;A:..::;u.=gc:.:u;_:_s-=.t___:_3_0....!.,_19 6 8. · WASHINGTON, p Office REGlSTER OF WILLS, _________ __:: ______ ____..q. -------='..:..:~A--S=-H_I_N_G_T_O_N ___ __:County, ss: Received from Virginia Montequin · ~~,Administrator~~ of the estate ofL.._ __ --4l-.T..t.JOcuSu.:.Eu::P:.LHI.--I!Mu..O~NuT....LEuQ~lL.JUu.N.L.-_____ -.,..------------- s t b 12 67 FIVE HUNDRED and no/100 - - - - - -who died ep em er 19 __ , the sum ofr._ _____________________________ --J...IDollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Real Estate Date Valuation $ $ Total $ ______ _ Personal Property Date Valuation $ $ ''1 Total ('" $ ______ _ $ ~ Tot@ Gross Assets ·-: Less Debts·and Expenses of ' · Administration $ ______ _ c... Cie?! Value of Estate $ INCOMPLETE V alu¢i_on of Life Estates or Annuities .. · Date·--,-----------19 __ $. ______ ___;,_ .... --:--------19__ ~$======= Estat.~ Tax A'ss~ssments :~Date: _ ____.;. _______ l9__ $·----=---~- ~. "'--. ·----=--------19 __ ' ~$ ========== NOTE: In. accepting the transfer inheritance tax on future estates prior to the death of the life 'tenant or. tenant for years, as evidenced by this receipt, it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the life tenant or tenant for years whenever it appears that such additional tax may be legally due and collectible for any reason whatsoever. 37-55-9 NOTE: To be delivered to taxpayer by Register of Wills Computation of Tax Tax on$ 5% $ Tax on$ lO'}'o $ Tax on$ On Account 2'}'o $ 500.00 Tax on$ 15% $ Exemptions * $ Total Estate $ Total Tax $ Less Tax Previously Paid (if any) $ Balance $ ----------- Less five per centum of tax if paid :: within 3 months after date of death $ =========== . Amount of Estate Tax Assessed under the Act of May 7, 1927. Add interest at the rate of.__1_ ....... _. -----% from ________________ _ to -~~-----------~---------\..... .- $--------~----- $======= o;; Total $ ---=5....::0....::0-=.•....::0...:::0 __ ?As ,evldenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28;-1956, P. L. 1757, effestive June 1, 1957, as amended by Ad No. 3Bl,n?=d~2=2 MOORE BUSINESS FORMS, INC., ELMIRA, N. Y, . . i 1 ~ ~· i) I . FORM RCC"4-Rl ·1 ' _ '·~ I TRANSFER INHElj.ITANCE anCI/or ESTATE TAX. RESIDENT DECEDENTS. ll ~:; L~~E~~T2: ! ~ pocket 3 7 Rt?oge' 1 ·55"; Tibe __ 9_ r<;:n;~l~:-< r; \' I~LS JOSEPH MONTEQUIN Estate OL-----..,----------- OFFICE OF REGISTER OF WILLS WASHINGTON, . a .. Date August 30 19~ ,_ ~· .J SIGNED AND SEALED AS PROVIDED BY SECTION 1201. ACT APRIL 9. 1929. P. ·L. 343 AS AMENDED BY ·ACT MAY 15. 1945. P. L. 528 I=- RUSSELL MARINO Register of Wills 120I (g). Act of April 9. 1929. P. L. 343. as amended, viz:-"To receive from Registers of Wills all duplicate re- ceipts for taxes paid to them by executors or adminis- trators and to charge the Registers receiving the money with the amount receipted for. The original of each such receipt shall be signed and sealed by the Register of Wills and transmitted to· the executor or administrator. whereupon it shall be a proper voucher in the settlement of the estate. In no event shall the executor or adminis-trator be entitled to a credit in his account by the Register unless the receipt is so signed and sealed by the .Register of Wills," Fill in below name and address of person to whom tax receipt is delivered: I To ATTY. EDWARD V. SCIAMANNA 222 WASHINGTON TRUST BUILDIW I L \iASHINGTON, PENNSYI.VANI.A. 15301 _j ..... ·:::::' l.' ,d . •' ._) (. 0 ., -· ~~ -... .-· . I _.,.. f ~ ' ") .. , ~>j '-' ,..... '--5. ~ • . . "' ---0 J I I I COPY OF INVENTORY notary public Vir1lllla J. MeteqW.n s xxxxxxxx Jo.epb Mont ... uta. a/'k/a Jeae,b M. Menteq\lin BIX rix Joaeplt Montequt.. a/k/a Joa.,h M. lloate- •.ua (SEAL) ux~Sth . rix November 17 /si Virginia J. Montequin I a/ Mrs. Anna Mae Pascoe rl.x My Commission Expires March 24, 1968 City of Washington, Washington County, Penna . .Jnntntnrg attb 1\pprat.stmtttl of the goods and chattels, rights and credits which were of ..... ~.Joaepb .. McnttK~U·lAa-····•lt./a .. J:Oaapb···M···Iate of .................. Smlth .. Tmmahip ...................................................... .. washington c~~ and made in conformity with the aboTJe affidaTJit. BBALTY: NOME PBRSONALTY: S M. DUtrinttnc Compaay (JoaeJtb M. Mentequla, de•edeat, aele .-waer) 1817 Cbe•relet One Toa Stake Body Tnck Mellon National Bank alld Trut Co., Buraettatown Offlee. Claeck1D1 Account 1181 CU.rolet Two To• Truck 1012 Cba•rolet Truck 1112 Chevrolet Truck 1158 Interaatlonal Truck •. Title I DlSOI1102 1157 Ctlnrolet Truek Towmotor Bleat Lift 1 8tock in Tn.le (Pept~t/Cola mercUadl•e) I AcctNat• Becetvablfj I Jl'undture aad n.at •• •s Vendon auj'\Pre-Mlx Ualt '\ l ! II \ I. ' \ I \ Total DOLLARS CENTS !,000 00 1,011 11 6,000 00 2, 000 00 2,000 00 1, 250 00 HO. 00 3. 000 00 2,103 20 11,100 11 •zo oo 11,100 00 • 52, 0'18 ••