HomeMy WebLinkAboutOC1968-1378 - ESTATE OF ROTHKOPFQInmmnnmraltl1 of Jrritt.6yluania.~!i!i.
lIa!i4ittgtott <!LOUttty,)
,J 1
II,Jasephine M.Douglas ,Register for the Probate'of Wills and Granting
Letters of Administration in,and for the County of Washington,in the Commp6wealth of Pennsylvania,
//
to Jerome ·Rothkopf
administr ator
./
of all and singular the goods and chattels,rights,.and
credits,which were of Lois PesiA Rothkopf late of Washington County,deceased,
GREETING:
in the county aforesaid,lately died intestate
WHEREAS,the said
Washington,Penna.
Lois POI3i.n Rothkopf late of
(as is affirmed),possessed of divers goods and chattels,rights and credits,within the ~aid County,
JOSEPHINE M.DOUGLAS
by reason whereof the power of granting administratipn 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 11th
_.day of 'OctC;;ber''-....-'in 'the year'on{ur L'ord one thousand'
nine hundred and Sixty-six.
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STATE OF PENNSYLVANIA,
W,ASHINGTON COUNTY,
The within named Accountant being duly sworn acco.rding to law,depose and say that the above account
as stated is true and correct as _~~__.....verily believe.
.Sworn and.subscribed before me this .....??.-._~_..
,.~~.errdayof...__..__'__..19 ___
.-~d~...........:,,:_-_-----------..
_0 ROWE~E EBELING NOTARY PUBLIC .
MY COMMISSION EXPIRES FEB.,8 1969"..:.',
.WASHINGTON,W~.SHINGTON COUNTY
IWSC;r.UI'l 'RnFr;ls~T">n '!i "INO..J.C,n Of WILLS
.:-~
I do certify that I have given legal notice to all persons
concerned of the filing of the w.ithin account in the manner
prescribe~by Statute an~Rule of (ourh~?idence by proofs
thereof ~lIed to No.--/L'ldd..rg-.lz.,...-..--.......
Witness my hand and official seal thiS~C ,__......
dayOf.~~----.---.:-_l~·
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Re:ster Of Wills
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THE WASHINGTON REPORTER
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of 16 May,1929,P.L.1784,Paragraph 3,Sub-paragraph 25,as amended.
Commonwealth of Pennsylvania,County of Washington,SS:.
Personally appeared before me,a Notary Public in and for said County
and State,gi~h~!.4.~..!~.~~.~P.-,who being duly sworn
according to law,deposes and says that he is the...Se.~..~.y'.•....~....rr.~.~.#i.
of the Observer Publishing Company,a Pennsylvania corporation,and itB
agent in this behalf;that the Baid Company is the owner and publisher of
the Washington Reporter,established August 15,1808,a daily newspaper
of general ciruclation,printed and pUblished and having its place of
businesB at WaBhington,Washington County,Pennsylvania,where it has
been established and publiBhed continuously for more than Bix montb,B prior
to the publication of the notice hereto attached;that the printed notice or
advertiBement hereto attached iB a copy of an official advertisement,official
notice,legal notice or legal advertisement..exactly as printed or publiBhed
in the Washington Reporter in its regular iBsue 9r iBsueB on the following
date or dates;De.c.embe.r 16.,2.3..:..~.n9 3..Q.,.J.9.Q.9..
.............................................................................................................................
-that neither the affiant nor the Observer Publishing Company iB intereBted
...,<..'in the Bubject matter of said notice or advertising and that all of the allega.
....."tionB of this affidavit aB to the time,place and character 0Cfpublication
......are true./,fJ \/_11.;4 {;I.'-./vk~~'·0--:.
Sworn to and Bubscri~~d);'reme this..30....day of..P.e.~.~m..p.~.~...J..966MZ1~~~;~~
WASHINGTON,WASHINGTON COUNTY
\MY COMMISSION EXPIRES MAY 6,1968
ADMINISTRATOR'S NOTICE
Estate of LOIS POSIN ROTH·,KOPF,deceased,late of Washing·
ton Washington 'County,Pa.Letters .of Administration upon '"
the above estate having been grant·,ed the undersigned,notice is hereby ,
given to those indebted thereto to ..-make immediate payment and to '.(.Jthosehavingclaimsordemandsto
present them for settlement.JEROME ROTHKOPF
63 Acre DriveWashington,Pa..Bloom,Bloom,Rosenberg and
Bloom,Attorneys200WashingtonTrust Bldg.,
Washington,Penna.27992·Fri·3t
--
------------------------------~----------------------------------......
Washington County Reports::
WashingtoD,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
.c..
Estate Notices
The Register of Wills has granted letters,
testamentary or of administra'tion,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 them
for settlement to the Executors or Admin-
istrators or their Attorneys.
• • • • • • • • • • • • 0 ••••
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)
STATE OF PENNSYLVANIA (SS.
Personally appeared before me,a Notary Public in and for said County and
Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and
says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the
official legal periodical for said Washington County,publis'hed 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 COL'NTY
i 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 oi 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:
ROTHKOPF,LOIS'POSrn;l!-Dec'd.
Late of Washington,WashingtonCounty,Penna.Administrator:Jerome Rothkopf,·63AcreDrive,Washington,Pa.Attorneys:Bloom, Bloom,RosenbergandBloom,200 Washington TrustBldg.,Washi~gton,Penna.
...;:;:q~.~.~~~.~.~._..~.~..L.~~.t.}.~~~.
.......Janu.a.ry S.~l.9.9.1...
..................:·::·;:::·,····::·:·~"···Edi~~;
Sworn to and su~;g!;~~:!£!~~~!!L --~'-,'\
that the affiant or the corporation in behalf of which he is acting is not interested
in the subject mat of id notice or adv~~and that all of the allegations of
this affidavit as 'me,plac and cha~.of t lca . e true.
........Sth day oL.January.,196..]..
......~~A~_!..rZ G.~~_
/N ary Public
KATHERINE C.YARD,Notary ubllc
...Washington,Washington..,Pa.
.My Commission ExpIres
ttQ'(llffiUllf ",~~
FIRST and FI'NAL ACCOUNT of
JEROME ROTHKOPF,Administrator
of the Estate of
LOIS POSIN ROTHKOPF,
Deceased.
Balance per Invenbory s:nd Appraisement
\
- - - --$63,321.30
August 27,1967
August 27,1968
Annual installments due under
said Agreement and secured
by Judgment Note (Installment)
dated 8/2/67 and paid during
administration.
Installment
Installment
4,718.25
4,718.00
Balance due under terms of
said Agreement and secured
by Installment &udgment Note
i.e.eight equal annual
installments of $4,7l8.00·each.37,744.00
Gain on·sale of conversion of stock
Total.assets of Estate - -
62,907.00
148.19
'63,469.49
Total cr~dits claimed by accountant-- - - - - - - - - -11,026.63 t-
Balance for Distribution
Advance Distribution:
Mellon:National Bank -Guardian for Shauna Rothkopf
Dr.Jerome Rothkopf
-$52,442.86 ~
7,000.00
7,000.00
·~......~
The Accountant claims credit for the following:
- --- -- -- - - - - --- --- - - - - --- --- ---
Josephine M.Douglas.
Observer Publishing Co.
washington Co.Reports
Triangle Oetho.Assoc.
Allegheny General Hosp.
Joseph P.Concannon,M.D.
Vernon B.Callomon,M.D.
Kepner Funeral Home
Jewish Memorial Park
Jerome Rothkopf
Ltrs.of Administration
Advertising
Advertising
Professional Services
'Confinement
Professional Service
Professional Service
Professional Service
Rest 'and Marker
Administrator's fees'
9.00
12.50
,12.50
50.00
424.63
150.00
475.00
1,248.00
290.00
3,500.00
Bloom,Bloom,Rosenberg &B.Attorneys'fees 4,000.00
Russell Marino,Agent
Russell Marino
Russell Marino
Russell Marino
Jerome Rothkopf
Part Prot.Inh.Tax
Account
Bal.on Ltrs.&Inventory
1 Short Certificate
Reimbursement Med.Exp.
750.00
16.00
13.00
1.00
75.00
TOTAL ---- - - - - - -$11,206.63IX·
,/II D~"~
.....COPY OF INVENTORY
Notar,P\\blic
Jerome Rothkopf
Lois Posin Rothkopf,.
,.
t
Lois Posln Rothkopf
'I
December 67 I'
3Junrutnrg anb !\ppraisrmrttt of the goods and chattels,rights and credits which were
.Lo1s Pos1n Rothkopf Washington,of :..late of ~.
Washington County,Pa.,taken and made in conformity with the aboveaDidavit.
DOLLARS CENTS
REALTY:
NONE
PERSONALTY:
10 Sbares GENERAL DYNAMICS CONDtATION
Common -Unit Value 41.43
134 Shares 01 CLASS A Stock 1n POSIN'S
JBWlLBIl8.INC.Value established by
agreement dated July of 1966 ."
414 30
aDd '}
166 Shares of CLASS B Stock 10POSIN'S
J'BWBLBRS,INC.SUbject to an lDStall-.
ment payment OV8~a 'periOd of lO~years
Tal'AL
"
62,907 00
$63,321 30
,.r.~....-
-,:.
Estate of._-=L::...;O::...;I::...;S::....-.:;,.P-=O-=S-=I:.:;Nc:......;R:...;.O.:;,.T=H;.::,.K-=O-=P...;;FO'---..,.-1
In the .matter of the Audit of Account in J
No.1378'~~____-,--__,19-.!e..lL;A.A.
I
TO THE ,AUDITING JUDGE:
our Jerome Rothkop·f.,AdministratorEnter----:appearance for·__~~::...::::..::.:=__~:::....:::..:.:=::._J::::;:...L~~=::..:..:c=..::::....::~:=....:::=.:=--_
~~~~.
Bloom,Bloom,Rosenberg &Bloom
/0 day Of D_e_c_e-'-mb__e_r ,19_6_8_
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.1378 ,,19__,A.A.
In re Audit of Account in Estate of
LOIS POSIN ROTHKOPF
AUDIT
Jrarripr fnr i\ppruranrr
FOR
Jerome Rothkopf,Admi~istrator
Attorney
~~2
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(Form where decedent died intestate)
lIu t4r (@rp4au!l~.aIonrt of lIa54tugtnu;aIonuty
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ESTATE OF No.1378 Term,19 ,A.A.
LOIS POSIN ROTHKOPF
In the audit of the first and final
Account of Jerome Rothkopf,Admin.
Deceased
The petition of.:~~E.?~~~.?.~h.~gp~.
(Name of Petitioner)
respectfully represents:,.
(a).The decedent died }\~g~.:?.t.~.§.f J.~.§§,intestate and
(Date)
letters of administration'on h.~.£estate were granted g.c:.~.~?~E ~.~.!}.~66
(Date)
State (l)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 ;elatioQ was
maintained until deced-
ent's death;and (5)
whether the decedent
left children or issue of
deceased children.
as per record thereof appeanng III Administration and Bond Book No ..
at page .
Decedent was survived by
'Jerome Rothkopf -Husban~
Shauna Rothkopf -Daughter
(b)At the time of death,the decedent's domicile was :.:the Com-
monwealth of Pennsylvania,to-wit,at~§}....A~.F..~....P..~.~.Y..~.!.....~~.~~.~.~9.:~.~~..~.....?a
(Town or Township.State and Nation)
and res idence was at......§}....~~E.~....P.E.~.Y.~.!.....~.~~?~~.9.!-.?.~.~......~~.f.l.~~.Y..~.y..~!2-.~.~..
(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
Jerome Rothkopf
Shauna R0thkopf
Relationship
Husband
Daughter
Interest
Of age,sui-
juris,or not,
(write yes or
no).
Yes
No
Name of Guardian,Trustee or Committee,if
any.or beneficiary,manner and place of
rccord of appointment and is bound suffi-
cient to cover and protect share.
Mellon National Bank
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.
All of said parties III interest are living,'except
No exception
Describe type of notice.(d)All parties having any interest have had :notice of the filing
of the account by letter.
(e)Balance for distribution per Account
(f)Additional debits,not shown by Account
(Itemize)
See attached sheet.
(g)Additional credits,not shown by Account
(Itemize)
None
$..5..?..c••4.~.~.~..~6
$..;h.!..~.?A·..~.§}
$ .
$..:?4.l..~§.?...~A-9
Insert word "not"where I (h)Claim for exemption has been made,and has E~9.:t;.been paid.
necessary..
(i)The estate is subject to the payment of inheritance tax to the
State of Pennsylvania.
If taxable state w~eth-I .(j)The estate is ~g.:t;.subj ect to the payment of the county 4 millsertaxhasbeenpaId.
tax.
(k)The estate is ~?.~subject to the payment of Federal inheritance
tax.
If too many for the
space,annex a list there-
of;if no such claims,
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 preference,
and give detailed infor-
mation concerning such
security or preference.
Here insert a reference
to all questions requir-
ing adjudication,and a
~tatement of any mater-
ial facts not already
given.If none insert thewordIInone.tI
If any share has been
assigned or attached
that fact should also be
stated here.
(1)All creditors (and other persons'who have complied with Rule II,
Sec.9),of whose claims the accountant :notice or knowledge,have
.....·.·:·..recei~ed actual notice'of this"~udit;the amount's of their claims and
whether or not.they are admitted to be correct are as follows:
(m)
(n)The balance for distribution consists of property in kind,form and
character,as follows:
State kind,form and
character of property
composing the balance
for distribution,and ifanypartthereofisnot
cash,whether or Dottherehasbeen:any'elec-
tion to take such part
in kind.
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ITEMS ORIGINALLY TAKEN.AS CREDITS IN ACCOUNT
(ASSUMED BY·HUSBAND AND NOW.
CARRIED AS DEBITS
Triangle Oetho~·A.ssoc.
Allegheny General Hospital
Joseph P.Concannon,M.D~
Vernon B~Callomon,M.D:
Jerome Rothkopf
Professional Services
Confinement
Professional Service
Professional Service
Reimbursement Med.Exp.
50.00
424.63
150..00
475.00
75.00
·Jerome Rothkopf Partial repaYment on fees 750.00
TOTAL $1,924.63
.-,..~..,
;
Are there any'advance-
ments by decedent to be
considererl on distribu-
tion and has any distri-
bution on account been
"made by accountant to
any distributtee?
(p)Mellon National Bank,Guardian for,'Shauna Rothkopf
·$7,000.00
Je~ome Rothkopf -$7,000.00
(q)Give brief location of any real estate sold.
None
,,,
If prior accounts have
heen filed.list number
and term.
(r)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):-
Mellon National Bank,Guardian of the Estate of Shauna
Rothkopf,a minor,1/2 interest in balance due on judg-
ment note plus 1/2 ~esidue
Dr ..Jerome Rothkopf,1/2 interest in balance due on
judgment ~ote plus 1/2 residue
County of.Washington,ss.
'the above named petitioner being duly
.~doth depose and say that the
facts s~t forth in tge foregoing petition are true
.to the best.of h..~....:....·knowledge and belief./!~6 and sub/~ribed before me this.~r~'/b~dayof...:: ,19..0.X .
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-._~..ROWENE ;~~~~~~~UBU~
M{COMMISSION EXPIRES FEB.81 1969
·····.-··········_·················WASfiiNGTOK·WfiSHiTiGTfJli··{;g~i'l',l'·····················.
And your petitioner will,etc.,
...~7:.....•,9·~/..~..:.2.~.,"J'(Sign'atureof Petitioner)
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.'(FORM IN CASES OF INTESTACY
1378No ,Term,19 ,A.A.;'!
IN THE ,,-"
ORPHANS'COURT
WASHINGTON COUNTY,PA.
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Estate of LOIS POSIN ROTHKOPF
Dlilceased.
Sur ac~ount qf '!-~!.g~.~R.9.thJ59..P.~.,.
..........A.qm.i-.nl~.t.:r.g,..t.Q.;r;::.
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PETITION SUR AUDIT
'-
In Conformity with Court Rule III,
Sec.5 (B)
COUNSEL FOR THE ACCOUNTANT WILL .:
SUBMIT HEREWITH
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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 for those represented..
5.Inheritance tax receipts,if any.
6.Certificate of liens in case any of the funds for
distribution are derived from the sale of real estate.
7.Copy of Federal Estate tax return,if estate is
subject thereto.
8.Signed elections to take in kind,if any.
...<?~.?~..4.~.!."!...!4~.~.....~.~~
.::,......Attorney for Accountant.
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~n t4r (@rpqans'Olnurt of lIusl1ington <trnunty
In the matter of the.~.:.E1r.§L~mLF.t.r)JM .
Account of ~§x.9.m~..E.QthkQ1ii.l..
Administrator
ESTATE OF
...:..~~.~~..~~~~~..~.~~.I::~~P.~!.
.Deceased.
No..1.:?7.§....Of 19...9.8.....,A.A.
$.52.,.442.~.8BBcildnceperaccount,",.
SCHEDULE OF DISTRIBUTION
ADJUDICATIO~NDDECREE
And now !.~.1?~~~~y.,19..9..~..,this matter .came on for hearing,
audit and distribution at this session and testimon taken;and thereupon,upon due consideration
the~.ff tg7b.f9ance for distribution in the hands of the Accountant is determined to be
$..l.$!and the account is accordingly confirmed;and it is ordered,
adjudged and decreed that the said balance be paid out by the Accountant in a~cordance wi1th .the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be flied
sec.reg.or an appeal be taken herefrom sec.leg.., -
Additional debit -asked at audit ·1924.63
Balance .
Deduct Clerk's Costs &Receipts ,.
Attorney J?t99.~.J..J?JQQ.:rr!.1~BQ.9.~DR.~:r.g ..&..:s.l9.Qill .
Russell Marino"Agent,transfer inheritance tax,$309.83
Interest from 11-26-67 to 2-16-69 22.70
~Mellon National Bank and Trust Company,Guardian of th
estate of Shauna Rothkopf,a daughter,a minor,1/2
balance,including cash and an undivided 1/2 interest in
agreement dated July 1,1966 providing a'formula in-stoc
value and secured by an installment judgment note dated
8-2-67;held in kind and distributed as such at the value
of $37744.00 (full interest),credit to be taken by the
accountant for funds advanced in the amount of $7000.00
advanced prior to distribution by the Court,26990.98
Jerome Rothkopf,husband,1/2 balance,including cash
and an undivided 1/2 interest in agreement dated 7 -1-66
providing a formula in stock valuation and secured by an·
installment judgment note dated 8-2-67;held in kind and
distributed as such at the value of $37744.00 (full interest,
credit to be taken by the accountant for funds in the amou t
of $7000.00,advanced prior to distribution by-the Court,26990.98
No balapce
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Form RCc-33
RESIDENT DECEDENT
COMMONWEALTH OF''PENNSYLVANIA'
DEPART~ENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF w.~.E3,~~~g.~~.~.
IMPORTANT:This return mus t be completed in detail and filed in duplicate,with will attached,with the
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
__th~.Inl)eritllnce..lln!i .E.~t!lte .T8JC A,ct of 1~91.)
IN THE MATTER OF THE'ESTATE OF }
LOIS POSIN ROTHKOPF ..,AFFiDAVIT OF
..........................··································i·s:t;;t~··f~ii··~;;;~···~i ·d·;~~~t·)·..·..· : · · ·EXECUTOR
Washins:rton .ADMINISTRATORLateof0County-----....;;....
State of p.e.n.ns;.Ylv.ani.a ·,}
.,..ss:
County of Was.hi.ng.ton .
Jerome Rothkopf Eucutor
of the estate of the above-named decedent being duly sworn,depose
Decedent'dJed :A.~g.~l.?~?§..J .
(Month)
and say
......................................19....9.9.........rtestat'e 'leaving a last'will,copy of which is hereto attached.}
(Ilay)•(Y~ar)L~e .
L
othe:aamuet:::i::;r:::r:fse:ttt::~::::}··..·~rici?~~..h~·~C!·C?mt ~.~.~.~.I.:1.~.~.!.~~~~.~.~m ..
whom all correspondence should be...Wa 1ngt0I:l Trus~J3.~.~.~.fi:i.i.l.lg ..
mailed.Washington,Pennsylvania
That as such @.9.m.~~j,...§.tJ.:a:t.9J(leponent'is famiIiarwith th~affairs of said estate and the property con-
,(I·;x""uwr·'Admini.lmwr)..~
Rtituting 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 indecedent'·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
That the ~onten~s of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedu/~A attached h,ereto and made part hereof.sets forth fullv and in"detail 8,11 the
real property in the Commonweal th of Pennsylvania of which decedent ~ed haVing an interest therein.It
also sets forth the mor.tgage 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 deafh of decedent•.
That Schedu~e B attached hereto and ,made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent',s credit in banks
of deposit,savings .banks,trust companies,or other ins.tituttons,whether individually,or in truiSt for
any other person or persons giving also separately the accrued interest thereon,if any,do~to the last
-4."...,.•~interest day prior ~~decedent's death in the case of savings banks,and to the date ~r ~ecedent's death
in all other cases;all bonds,postal saVings,treasury certificates or notes and .other evidence of in-
debtedness of the United States to the decedent;all obligations,whether by st~tute or agreement they
are designated as tax free,of the Uni ted States,or any state,or political subqivision thereof,or of
nny rorei~country,which are owned at the time of death;all wearing apparel,jewe!ry;.silverware,pic-
tures,lJooks,works of art,household furniture,horses,carriages,automobiles,b9ats,and~any and all
other personal chattels of Whatsoever kind or nature,left by decedent,together with'·t!te fairly 'estimated
market value thereof';all bondS and mortga~es held by decedent and of all claims due 'and"o.w.ing decedent'
dt the time of death,and all promissory notes or other instruments in writing for the payment of money
of wlli.ch decedent flied possessed,of whatsoever nature,With interest thereon,if any,giving the face
value tJ.nrt 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 ",oneys payable
to the estate from 'life insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payabl~upon the death of the decedent;and all the corporate stocks and dividends.
due thereon and unpaio as of the date of death,bonds and accrued interest thereon to the date of dece-
dent's death and other investment securities owned by the decedent ~t the time of death,with the market
value thereof at such time.
-----------------
~.
In the case of securities of close or family corporations,the values reported are as far as
possible substantlated by financial statements of the corporations,showing the assets and liabilities
thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the .co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.·It should also set forth in itemized form,together with the .fair market~valjJ,e.,'.
thereof,any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto'arin made part hereof sets forth a true answer '~J;ea'cfi inquiry
contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession o~enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom,transferred,the
relationship of the transferees to the decedent,the proportionate share received by.'each transfe~ee and
all other facts of a pertinent nature regarding said transfers.In the case~of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached ~o the schedule a~~~y.-
of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth -fn--~faIa~
schedule a list of all property,real and personal,with its value,which pa$.'ses at decedent's death by
virtue of the exercise by decedent,either individufrrly,orjointly with another,or any power of appoint-
ment vested in decedent,eithe·r individually 'or-':joi~tly),!"b'ythEt :w;i;J;.l,deed,or other instrument of another,
with a copy of the instrument t?:,~~.t:~!1g.s.uc.!t~~)\,:er ~~!-~che.~.t~;the"~c~edule.
....;-..~t '..0""\That Schedule 0 attached her'et~~and'm'ade'pa'r't'h'ereof sets 'forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent's,.death,.the.nature .of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto .and made a part hereof sets forth all prop~rty,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of r.ecord of instruments effecting the vestiture of
real estate and the d~te of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing ann unpain at time (If
death;taxes accru~d charge.able for period prior to decedent's neath.(except.those.allowed under Section
651 of the Inheritance and Estate Tax Act);.together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","~","C","E",and "F"as directed therein,.
have been carried forward and properly registered in the Summary.
(Street Number)
(City or Town and State)
~.~'~3~.~.~~.........._...··..r7E~~~tor-Admin·ator)......................................................19··..~1..
I
Subscribed and sworn to before me this ~..t!::..................f ·.'dayof""'r'"'oil.j ..
~..........................................................
ESTHER E.WAUGH,NOTARY PUBLI
My Commission Expires March 23,1970
Wasllington,Pa,W~shinAton ()Q\I~t)'/,",,.".,'~~
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",ann in case the assets include rare and unlisten 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 Schenule "B"are attached.Also make
certain'that column #1 in the "Summary"has been properly completed as above-directed.
RCC-34 (1-64)COM¥O~EALTH OF PENNSYLVANIA
D.EPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "A"
·REAL PROPERTY
.'~~
Real property in Pehrisy.lvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property heid as joint tenant or tenancy by entireties,report on Schedule liE".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.
The real property located In the Cammo!"wealth af Pennsylvania shauld be (1)(2)(3)/described by lot and block number,street and street number,together with DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION
conveyance by which the decedent took title;If a farm state number of 0-FOR YEAR OF ESTIMA TED CAUTIONcres;also statement of mortgage encum~rances upon each parcel .at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued·interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule.
NONE
.,.
..
~.-,
'.
,
Insert this total opposi te.lIreal property",Schedule"A"in the X X X X X
liAs Reported"column on the last page of this return.
RCC-35
~O~ONWEALTH OF PENNSYLVANIA
""~TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and ~enta
tive trust accounts,..must be listed,despite the fact that they are not of the administered estate.
Tangible ,personal property should be listed fir~t (e.g.jewelry,wearing apparel,household
goods,and furnishings,books,paintings,automobil'es,boats,etc.)I
Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,'I.'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.
Item
No.....
ITEM
List and describe fully
UNIT
VALUE
ESTIMATED ,DEPARTMENT VALUATION
MARkET VALUE (Do not write in
this space)
and
t(t,Shares GENERAL DYNAMICS CORPORATION
Common -Unit Value 41.43
134 Shares of Class A.Stock in PQsin's
Jewelers,Inc.Value established by .D '"
agreement dated July of 1966 IO~f~)O~~
166 Shares of Class B.Stock in Posin's
Jewelers;Inc.Subkect to aninstall~
ment payment over a period of 10 years
414.30 0/<
62,907.00
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X $63,321.30
RCC-36 •
.1.
.CO\!\lO\T?\LTII OF PF:-INSYL\i.~NIA.
Tll\N~FEH INHEl\ITANCE TAX
11I<:SIDE:\T DECEDENT
SCHEDULE "c"
TRA~SFEnS
(1)Diet etecedent,within two years ofeteath,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)DO
(2)Did decedent,within two years'of death,transfer property from himself to himself and another or
others (inclueting a spouse)in joint ownership?(Answer yes or no)DO
(3)If the answer to (1).or (2)above is in the affirmative state:
(a)Age '01'decedent at time of transfer _
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1);
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect i.n possession or enjoyment at or after his death?'
(Answer yes or no)DO . \
(a)Was there any possibility that the property transferred might return to transferer o'r his
estate or be subject to his power of disposition?(Answer yes or no)DO
(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 uneter which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)__~n~o~_
(b)The right to etesignate the persons who shall possess or enjoy the property.transferred or
income therefrom?(Answer yes or no)DO
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone.or others ~~~--:-_
(7)Did rlecedent in his lifetime make a transfer,the consideration for which was transferee's prolnise to
pay income to or for the benefit of care of transferor?(Answer yes or no)__=n~o~__
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to Change,
because of a reserved power to alter,amend,or revoke,or which c01l1d revert to etecedent under terms
of transfer or by operation of law?(Answer yes or no)__~D~O~_
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the j,ilter-
est of the beneficiary .reserved·in th~,decedent alone or the decedent and others?
(Answer yes gr no)DO
NOTE 1:The ans'wers to these questions should be supporteil by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above qu~stions is yes,set forth below a description of the prcperty
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to ilecedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimeet 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
iI!,,,,
~IiIIIi
I
DESCRIPTION MARKET VALUE
(EsUmated)DEPT.VALUATION
(Dept.'(lnly)
"::
Insert thls tnt,:t.l 0i'flt)slte "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
.;...•-,'.~.'~•:.·....1'
COMMONWEALTH OF PENNSYLVAt~IA
rHI\NSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED 'PROPERTY .'
IiiSTRFCTIOr;s:This schedule must d.isclose 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.L~st
real estate first,as entireties,or joint tenants,giving brief description,as indicated under S~hedule
"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 Acquisition,Name Iunit'
Address and Relationship of Co-Owners,and Place Value
of Record of Instrument,where Real Estate.I
NONE
percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of Value of
Entire Decedent's
Property Interest
.,
--------------_..._-------:-----'------'----_.........--,.----+------+------
Insert this total opposite "Jointly Owned Property",Schedule ,"E"
in the "As Reported"column on the last page of this·return.
.,.-~
~:
RCC-37 (12-63)
nnnll):,\WEAI.T11 OF PE:,\:,\SYYl.:\NIA
TRANSFER I~IIERITA~CE TAX
RESIDENT DEL'EDENT
SCHEDULE "D"
BENEFICIARIES
,,~"'..--~-.....~..I RELATIONSHIPBENEFICIARIESANDADDRESSES(If step-children or SURVIVED DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY
ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
.Jerome,-R~thkopf husband ves one half....-'-f ._'to ...\A\Shauna Rothkopf daughter yes one half ,...
...
-"','j
.)
"
•,
(-.,--
~\1..~"...-,"f-
iiJ ~.......-..........,,
I'~
\
-h
Deponent further says that all the above-named beneficiaries are liVing at this time except below:
NAME DATE OF DEATH RESIDENCE
J
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
(Executor-Administrator
must complete "As
Reported"column #1.)
..,l''''tl ::0
....(l)(l)~....~::l VI _
VI 0-..o::l "'tl(l)~........- 0
'"'t:l"'tl (l).........g ~
(l).......'<~:
a(3VI~VI·,'-;...."
~x·~0-ro:
.'trlVI...~...(l)
Year .
Dl THE
(No .Will
Administration
LOlS POSIN ROTHKOPF
Deceased
Washington
Late of ..fe
County of .Wasb1ngtQQ....
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
"
V)c:~~»-::0Vlv)Vl~
()()()
?"'?'"?'"n c5 ;;::::
."»-
· I "'.·I:~:J;.g:::
:'1 o~I.::+
·..-(1:c..
~
(n
~
!io
t.)
l".....-.
~
~-fh~
~:
~t :t:
~-~
0')
t.)..~~•(.,)e
I.~:
"'1.'
....j:.."
c
~-.~~-.~.~~~~.,
:.~.;"'.'"
'-~:
:::\~
>-:~.....~.,:~~~~
~.~
.~
c:
""---.--
:C'..:»-:~'.:~~~:I tJ:~:1 ~____: : 1 ~Iv:·1 ...~o.1 3:~:::.:ci.:r..""\J'c-
:~:
~.
..
~'
'f)
/.",
.'COMMONWEAL.TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OP COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRA!SEMENT
JEROME ROTHKOPK
(~Administrator)'
IN YOUR R!P~Y P~IA'I
IU"1I1'l 'to 36-239-6
j
In Re:Estate of L=-o:...:I:...:s~,P...:..O.:..S=IN:.:.....:R.::O:..:T;.:.:H::.:K~O::..;PF:...·",--_
____---:W~AS=H.:IN~G:::.:T~O~N:..._..County -File No.9))8-75
De ar Mr.Rothkopf:
You are hereby notified that the original
appraisement in ,the estate of Lois Posin RotbkQ~f
has been filed in the office of the Register of Wills qf Washington
County on December 12 ,19-62.Said appraisement reflects the
following valuations:
Real Estate'..,...-_
Personal Property ~6~3~,~3~2=1~.3~O~__
Transfers -------"7"='"~~__:_---
Total __~....,......~6~3~'..L3~21=-'i!.....3L.::O~'__
As to such tax that is paid within ~hree
death,a five (5%)percent discount is allowable.
remains unpaid after one year from date of death,
of six (6%)percent per annum is charged.
months ,from date of
As to any tax that
interest at the rate
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided,by law.
Dat e __..JDwe"'-l·c.-.se;amw.h.ue;ur.:........JJJ,2:..,,----l.J...:jI9u:;:64-7----Signed -t::/£a:1 £.o/-P
Title .W.R.CHANEY,EF APPRAISER
DATE OF DEATH:August 26,1966
Note:This is not a bill.
....
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
~CC-39 (6-67)
.~._.-....~
f.----r"
ROTHKOPF,LOIS ROSIN
FILE #9338-75
August 26;1966
SUMMARY
Ij'lI/~co
,~'.'..'
.'-..•.,,'
.~.~.•
I~the undersigned
#63 Washington
FILE #9338-75
the real and personal
opposite each item in
It.EPOH'1'OF INHERITANCE TAX APPRAISER
duly appointed Inheritance Tax AppFaiser in and for the County of
,Pennsylvania,do respectfully r~port that t~have ~ppraised
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".
Dated:12-12-67
08-26-66
REPoaT OF THE REGISTER OF WILLS
I,the ,undersigned duly elected Register of Wills in and for _,
CountJ',Pennsylvania,do respectfUlly report that I have allowed deductions in the amounts
claimed bJI deponent,except as to those items where a greater o'r lesser amount is set'forth
'~'Ioiin the last column to the right in Schedule "F",which greater or lesser amount represents
the sum allowed as a deduction.
Da ted:
REGISTeR OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED V~A=L=U""E~'-",A""S_~RE"",'AP~P~RA=I"",S,,=,E~D
5;$._*_
63,,3ll.30_63,321.30_"-'--_
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLEA..~VALUE OF ESTATE
63,321.30_
======.-
63,321.30_'_
=====.-======:=
,'\
Valuation of life estates or
annui ties . . . . • . . .$_
ESTATE T.~X ASSESS~mNTS $_
COMPUTATION OF TAX
TOTAL TAX BALANCE
PAID
~--------
$---'-------
*--------
*--------$-------$
(,:,)As evidenced by Charitable'Exemption
Certificates issued by the Secretary
of Revenue.
$=====1=
*"'------
~)-------
$-----'".~======..=$------
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 0%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
Tax on $•5~%$_
T,ax on ~10%~~·.-~o "'.,------T ax on ~________s.-..::.:Y;l)
T ax on $.lFi%$_
Exemptions :=(,:,)
Total Estate __
FOR USE OF REGISTER ONLY ,ADJUST~mNTS
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
D<THE
':1
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
LOIS POSIN ROTHKOPF
Deceased
Late of ..Wi\.$H:J;NG.'l'ON .
County of .....WAS.BlWG'r.ON
\f'
l~(£
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.........-.----
,.
,
DEPARTMENT 'OF REVENUE..
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
Fo"!,.f1cC-2'·.,
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE D.e.~emb.e.r.~..l2.,.l9.6.7 .
COUmy :~W~.§.h~ngt...9.P..l
FILE NO...9.3..3..?::.7.5._.
Washington1tfRtbkpipLWhereas,..........................................Q1.s......o.sJ.n.....0..O..............................................a eo...........................................................................................................
in the C~unty of .........................................W.~.~h.:4?:g:~9..11 ...................·.........:...............................Commonwealth of Pennsylvania,having died on
the ................................26....th.............................................day of ......................A.ugus.t...................................19......6.q seized and possessed of an estate
subject to Inheritance Tax under the la",s of the Commonwealth of Pennsylvania;
Therefore,I,........................................W.~.R.~.....C.haney.......................................................,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 I
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.
1
Appraisement ,
UnitDescriptionofAssetValues Made for Inheritance ITaxPurpoles
I
$
REALTY:
NONE NONE
IE RSONALTY :
As oer 50bedlh1ed!B~.!,filed 61.121 10
-
TRANSFERS:
'...
NONE NONE
JT.HELD:,
NONE .'NONE.
1
I
'..
-.
,"
Total ;::'~3,32l 30
-.
",
I ,.-,
;,I
"
",;",
I-.'!
0'r
l'~
f Having been duly sworn according law,I do hereby ce)t~that th above appraisement is made in co.'",-~
,.._..WA.$H.IN.G.l.'QN..,..Coutliy .
.:-\(~.~F'~-
"w
T INHERITANCE TAX APPRAISEMENT
.Estate of
......................LO.IS P.OS.IN RO.THKOPF .
Deceased.
Late of
........................................WAS.HIIDT.ON .
Date of Death,.A:ug:U:;lt Z6."~96.6 .
Appraisenle/!t Docket Vol.,3.6 ..
Page,Z3.9~.6 No 93.3.8"'7.5 ··
Filed in Register's OfJi.ce,P~G..~..:..J,,~.~J9 6.7.
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,..
Wrote abo.l/t A ppra.isement,.
Appeal f,.om Appraisement,.
Entered and charged,..
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ROWEN EBELING NOTARY PUBLIG
MY COMMISSION EXPIRES FEB.8,UlGO
WASHINGTON,WASHINGTON COLJ.NTY
Form RC C·10 DEDUCTIONS ALLOWED IN /~i.t....-1rtJ ..
THE SUM OF ".."""".$/~rQc?,.f:~~:,1
OFFICE OF THE STATEMENT OFr"DEBTS"
.I'I.EGISTER OF WILLS ."....r~
,Washington AND DEDUCTIONS D~~~~P~:;~,~~..
l-)'-'rqFCOUNTY....~.........................................
~E,NIr°f;~C~~M;;:-LTH qJ~J4-J:z%I ,
Rec)r'/1~'}.J~II"Age"'---pennsybYaniaESTATEOF':Lois Posin Rothkopf LATE OF Washington,
DATE OF FILING APPRAISEMENT c:2 -11-6f OATS OF DEATH August 26,19.66
DATE NO,'OF .NAMIi OF PAYEE REMARKS AMOUNT
VOUCH""
,/
913 66 Josephine M.Douq1as Ltrs.of Administration 9 00
12/2 66 Observer Pub1ishinq Co.Advertisinq 12~~BO
12/2'66 Washinqton County Reports Advertisinq /12 50
8/9 67 Trianqle Oetho.Assoc.Professional Services tI 50 00
8/9 67 Allegheny General Hospital Confinement ."424.63
8/9 67 Joseph P.Concannon,M.D.Professional Service 1':150 00
8/9 67 Vernon B.Ca11omon,M.D.Professional Service (475 00
9/3 66 Kenner Funeral Horne Professional Service 1 248 00
9/3 66 Jewish Memorial Park Rest and Marker 290 00
R/q 67 Jerome Rothkopf Administrator's 1--'1')1)1 -3,-1;,1"\1"\r.~_fees
8/9 67 Bloom. Bloom.Rosenberq &I Attorneys'fees 4.000 00
.......-........1lII ,
'-,Ru"S's-e"l-r-Marino,Aqenf:Part Prot.~rtl'i.Tax 7"5"0 00
I
10/22 68 Russell Marino Account 16 00
12fr:;67 Russell Marino Bal.on Ltrs.&Inventory 13 00
8/9 67 Russell Marino 1 short certificate 1 00
1/10 6R Jerome Rothkonf Reimbursement Med.Rxn..(7S 00
~A~J~~vcA..n ~J .$3 rrd-in va1uationU 7Netreduction
of Installment Judgment 7}7'0 /6.of.:l.j ~..?
Note inventoried at face .
value in accordance with -
statutory 3~/o tables
...a110winq discount of
anticipated payments q~94-2""'"1-3.(1-"<
TOTAL ......-9.3.
COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF Washington
I,Jerome Rothkopf H&REBY CERTIFY.THAT,TO THE BEaT OF
....y KNOWL!:OGE AND BELIEF,TH!:FOREGOING IS A JUST ~ND TRU E .srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSd OF
ADMINISTRATION SUBMlnED TO THE ESTATE OF L01S POSln Rothkopf DECEAtlED,AS DEDUCTION»FOR
INHERITANCE TA;PURPOSES,__~Wk#(L.S.l
SWORN ANDAUBSjf!BED BEFORE ME THIS 1-1-"'-40AY OP'f1 P -;;"'J.'"~,
f(~-D..A ~~.J)j JA-=
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RESIDENT DECEDENTS
File No~._-J.9.L3L.3=8--J7,-",Se-
ltiASHINGTONOfficeRfGrSTEROFWILLS.__...:.."~Pa.
Jerome RothkoffReceivedfrom _
COMMONWEALTH OF PENNSYLVANIA
OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax
F"'lll P:G·4.Hi·j·6€
WASHINGTON------------,County,ss:
(~Administrator ~I the estate of -'W~IS~...:!P6S~!:!IN:£!.....!!R~O.:.TH!.!;K~O!:!!FF~_
~~~~t~19__6~~~cl----~-'-~--H_~__~--F-I-F-n---a-n-d---n-o-l-l-OO__-_-_-_-_-_-_~~
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
N 92lt5850.,__'-_
Date r;ovember 2tl 27 19~
------
Appraisements Made and Filed Computation of Tax
,.
750.00
------------'J";'..''0'!.!..""'1t.------------~.
$==========
$---------
750.00 .$------~--*As evidenced by Charitable Exemption Certificates issued by the Secrelary 01
Revenue under Act 01 May 28,1956,P.L 1757,effective Tune 1,1957,as amended
by Act No.381,approved July 11.1%7,end Act No,207,1961.SecIbn 302.
Total
Amount 01 Estate Tax Assessed under
the Act 01 May 7,1927.
Add interest at the rate 01....-------"10
lrom _
to _
Tax on $5"/0 $
Tax on $10"/0 $
,Tax on $On Account 2"/0 $
Tax on $15"10 $
Exemptions *$
Total Estate $
Total Tax $
,Less Tax Previously Paid (if any)$
Balance $
Less live per centum 01,tax if paid
within 3 months after date 01 death $
36r2.39-6I;
.J
$-------
$
$
$
$INCONPLETE
19__$
19_·_$
19__$
19__$
Valuation
Valuation
$-------
$,-------
$,-------
$-------
Total
Total
'Total Gross Assets
Less Debts and Expenses of
Administration
Personal Property
-Oate
NOTE:In accepling the transfer inheritance tax on future estates prior to the death 01theIiietenantOr:enant for years,as evidenced by this receiJ01,it is understood that the Com·
mon·..ealth shall not be precluded or prevented from hereafter assessinq addilional inheritance
tax at the death 01 the Hie tenant or tenont lor years ....henever.it appears that such additionaltaxmaybelegallydueandcollectibleloranyreasonwhatsoever.
NOTE:To be deUvered to taxpayer by Register of Will.
Real Estate
-iSate
Clear Value of Estate
Valuation of Life 'Estates or Annuities
'tt'it ."..:r.'Date,'~j'-':~,------------
.~~~",'./;~
,'tstate Tax AssessmenJs ·t,
...:,~.~':~~:..q~'Date '-":'~";\(....,'-----r.;-~li