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HomeMy WebLinkAboutOC1968-1503 - ESTATE OF RODGERS'PETITION SUR AUDIT IN THE 'ORPHANS'COURT OF WASHINGTON COUNTY Testate ForJ' •rJ' t Estate of ~.~~~.~¥...~.:~~~~.~.~~_-.-.'No RJ.':'.9.~~1.?Q?'A~w.x Deceased Fiduciary ~~F.~Y...f.:~l?cf.g~!:.f?]. .......................................~:Kg~J:l..t.Q~. Date of ;Date of '' ' Decedent's de~th NQ:vg.J]~g::r,.J,~.2-1-.~§~------..GrQr:lt-of...Le1:teJ:s..~.~.~.9.Y.~PE~!'_~.?_,_.~-~.?~.·:.·~=_:_••.•.•••••.. . . ;fi~st and final ,..;'-,-L.,~-l .)-.-.~.-..~,-~--sThiSISthe........................................................•...................account hied In thiS estate,,....~~...J ~_'•. " - If there have been former accounts filed in this estate,list file number or number and term.....N.o.m~..h.e.:r..e.t.Q.f.Qr.e ---•,,.I'filed. Date Election Place of; Filed :..Record __. ,Election to take Under or Against will.(cross out orie)not '----applicable Name of surviving spouse J~.9.m~:~:.:.~..,'..:.:.". List issue,where material: , f''r;; I; J • "',,-- 11",;-'S, Not material Did decedent marry after execution of will?(indicate))(lllS(No.Any children born after execution of will?(indicate) )(~No.If answer yes,name them :::, .'..................'.,::-::;:5 ::..::- . Legatees Relatio.nship Interest Fiduciary,if deceased or not sui juris " " .~.Tf;...J I .....T'..... ,Not appl'ieable TT fT L ,.~ n.;" .' ~" ." "' l/Sth I. --"-son' "difughter"- son " Harris G.Rodgers Leroy F.Rodgers Marie Rodgers Simkan~ch F.Lawrence Rodgers Herman C.Rodgers I,,' List,if exceptions to above,:Adeemed: None Revoked:Lapsed:Abated:Give Cause: If .partial intestacy,give facts:None .: If 'any exception:give caL!se::.N.QD.~t :: . File copy of Notice .--,.' and date of mailing.....C;.Qp.y...9.f...~.9.t·:jS~...?~~?-.~.~~~..P.:~~~.~.~.~..~?:~..~~~~..~~.~...~~.:.~.~~...~~~.:...~~.?...~:~.?.... Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subd,ixision c)received wr,itten notice of the filing of the account and of call of audit?,Yes.1>(00(".!;."...",. !.~ I I--,,----.I_~_~~... I b ' h f'l'f F diE T R ;>No "....:~~s estate su Ject to tel Ing 0 a e era·stc:!te .ax eturn,~._:.::.:..-- - - - . Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..~.5.Q .._Q.Q.•...p.lJt c.r~il.it..wa.s...gi.v.en I.•See Sc.hedule A att.ached." .. .~or $1 ,DO?00 for promppayment. If the Will makes any portion of estatesubJect to a life-estate,give name·and birth date of life tenant _ . .Not applicable.............-_-__-_._--_---..------..-_---__-----___----__---_-_-.--------__----___-_ _-_..---.----------------------_..- Give'Names and addresses of all unpaid creditors who are legally'entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied, .'. None ~, '\I Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necess<?ry for the preparation of the adjudication: ~i -,I. c 'h ..~'t'.~ 'I .... J.:L "..J<.J .:'~ None ,excepting in paragraph "SECOND" of the Will of the decedent,the second paragraph _ thereunder states that if any of the children are indebted to the decedent at the time of her death,then his or her share i'S.to be reduced by the amount,still owing',and the Court'~'attention is directed to this paragraph to the effect that it becomes inopera.tive for the reason that no one of fue children of the decedent r5 indebted t~he~a~the time:of her death. Balance for distribution per account, Itemize any additional debit!>not shown by account:None '1. \~.:Total 'additional debits (Add) Itemize any additional credits not shown by account: See Schedule B attached. Total additional credits (Subtract), . ....,.l ' Balance for distribution $__..~9P.:~. $~.~~.~J J:7._. $~.?1.?~!T.:.??. :~:.~~~.~:1.:':. $7..).~.~?.~.lJ:Q . If balance for distribution is not in'cash,list each item held in kind,giving appraised Value (or distribution Value); Balance for distribution consists of the following: -..' :f.,. I : " 60 shares of capital stock of Pittsburgh :." ---'Plate Glass Company at the appraisal of-,.,-$2 ,685.00 Cas~--------------------------------7-~----~-5,008.40 • ". .,.I oJ _""$-"-7k.,6:"';.9'--"3....:..--'-4-0 ,. •• • RE:ESTATE OF MARY L.RODGERS,Deceased. No.63-68-1503 SCHEDULES ACCOMPANYING AUDIT PETITION (SCHEDULE A) The Executor is to be credited with having made a payment of $1,000.00 towards the Inheritance Taxes on the testamentary assets of this Estate;and the Executor,on behalf of the jointly-held assets which are reported in the State Return on Form RCC-33,made payments of $118.65 and $92.39,for a total of $211.0~,and there is probably a balance still owing on the jointly-held non-probate assets in this Estate,which is to be payable from assets of the testamentary Estate. (S CHEDULE B) Additional Credits Not Shown by Account: Loss on Conversion of Real Property Asset: Carrying Value, Sale Price, Loss, Service charge Sellers paid to Charleroi Federal Savings &Loan Association of 2%on sale price of $7,900.00, Mr.and Mrs.Edward G.McCloskey,Buyers of the real property,the 1/12th prorata share of the 1970 taxes owed by the Sellers, James V.Alfieri,Real Estate Broker, commission of 6%on $7,900.00 sale price, Loss on Conversion of Item of Personal Asset,being Household Furniture: $9,000.00 7,900.00 $1,100.00 158.00 19.17 ~7~.00 Carry Value,$ Total Sale Price of Same, Loss, Amount due Leroy F.Rodgers,Executor, Executor's commission, Victor E.Riva,Esq.,balance due on counsel fees,for professional servicesrenderedonaccountoftestamentaryestateandnon-probate assets, TOTAL CREDITS, 300.00 160.00 1~0.00 1,000.00 1,700.00 $~,591.17 If··F '1 E .I'd b P t't". 1 f R d'None claimed b"Petit;QnamiyxemptloncOImey e I lon,give pace 0 ecor ·_J'•••_.__•••••••••••••••••_.,•••••• If F '1 E .,I'd'd't .I t'h'd 'b . f CI"None claimed at Aud;t ..ami y xemptlon IS c alme at au I ,give name,re a Ions Ip an I aSls .or aim............................................... List any advancement or distribution on account that has been made,and nature and amount of same: None has been made Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: stock It·is respectfully suggested to ,the Court that the 60 shares of the capital/of Pittsburgh Pla.te Glass Company be awarded,in equal shares,among the five children of the decedent as follows: 12 shares to Harris G.Rodgers 12 shares to Leroy F.Rodgers 12 shares to Marie Rodgers Simkanich 12 shares to F.Lawrence Rodgers 12 shares to Herman C.Rodgers (Signed elections by the above named are attached hereto and made a part of this Petition). Out of the remainder of the balance for distribution,being all in cash,there should be deducted therefrom final audit costs,as well as any balances owing on Inheritance Taxes,whether the same be on testamentary assets or on non-probate assets, such as the jointly~held accounts reported in the State Inheritance Tax Form RCC~33, and the then final balance of.cash to be shared equally among the five children of the decedent as follows: l/Sth share thereof to Harris G.Rodgers l/Sth share thereof to Leroy F.Rodgers l/Sth sha~e th~;reof ..tQ Ma,rie Ro.clgers Simkanich l/Sth shar,e ther.eof to F:.LC!-wrence Rodgers l/Sth share thereof to Herman.C.'Rodgers COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly _..l?~g~!:!:_doth depose and say that the facts set forth in the foregoing petition are true to the best of ~:!_.1?___knowledge and belief. And your petitioner will ever pray,etc. --~bt-!0:~~t2c';bed-belo'e --:-/-~J/)I --::n::~!~~f ~1;;::~-~l!~3P(J~;~~·--/~-------··---- T;tIe 01 Office,.--!l;Il1\BETHTJPHN~G.,'Ui~:~bi;,............------.----.--------------.--..-.------------------.----------------.----.-.-------- Office expires My·CO~ilif~~;6~:~i~fi~~~~~~I·~~:19·73···········. ,, ; No.. _..~.~.::~~.:_~_?g~___. ...~X l' Estate oL...r:~~EY...:~:.__!3-odgers.........................---~----:. ~) ,). b./I ,.r (, Deceased (,\;.. ,\.,;) '.,"'--~ ""~>~('~ ,I."'J 'vv/:.vi ,,~~'(''" ,,~. .~. Il r FiduCiary...~~E5?Y....~:....~?~~~E_fj_J ~~_~_~~~.~_r l l l' PETITION SUR AUDIT., FROM WHERE,DlECEDENT LEFT A WILL (l v v:v.~,(..; I,r -, (. l" Counsel of Fiduciary will submi.t herewith the following,in conformity with-(J:oLirt Rules adopted effective December 3,L95J,b~ing rule No,9:po ra g ra ph 'b-c;'arid divisions thereof:shown s>n pages 23-24.. 1.Written praecipes of .911 C;:ouns~1 in lthe case.'':'('''- 2.Copy of order appointing 'Guardian'ad litem,if pertin~nt.'r ( , 3.Copy of O'rder apPQt.nting Trustee'ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testarilentary'or Administration C.T.A.or an'attest CORY of'Will. 6.Copy of inventory and 'appraisement. I l '7.Proof of adverfisement of grant of letters if not filed with account.. 8.Certificate of liens in case any of the funds for distribution are from juditial sale of real estate. 9.Signed and,itemized elections if any distribution in 'kind. ,.l10.Copy of Federal Estate Tax return if es- tate is'subject thereto: l l'l' !.. L I, r "( c::(,)I _,I • ,,' (':( l G 'Vd,)"O:J N0LvN1H SY/A SillilP.{::H)'~3lSI:-)Jti ,A:':I1'\~"""'W t':'-:;~('>0;1'1l'\Jl\V.r)J~;tSI/.>-:-a :I.,.,.;J;l;lIII~ fE 2 tid L~Hd~OL ~a 311;j . t· ~2 Victor 'E.Riva....'--'--..---.-----------_.--_.--_.---------_Att~~~~~'" IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION FORMAL NOTICE OF AUDIT AND FILING OF ACCOUNT TO:Leroy F.Rodgers Harris G.Rodgers Marie Rodgers Simkanich F.Lawrence Rodgers Herman C.Rodgers RE:ESTATE OF MARY L.RODGERS, Deceased. No.63-68-1503 Charleroi,Pa. February 25,1970 You are hereby notified that the undersigned fiduciary has filed on January 28th,1970,with the Register of Wills of Washington County, Pennsylvania,his First and Final Account in the administration of the above Estate,and that the same will be presented for nisi confirmation on March 2nd,1970,and for audit commencing the week beginning Monday,March 16th,1970,if no exceptions are filed thereto within the period provided by law.Audit will be held beginning Monday,March 16th,1970,and continue,if need be,until the whole has been disposed of. Please take notice that if you have a claim against'such Estate, either as a creditor,heir,devisee,or in any capacity Whatever,which has not been paid or satisfied or acknowledged,you must now take such steps as you may consider proper to adequately protect your claim. Victor E.Riva Attorney at Law Charleroi,Pa. Counsel for Executor Leroy F.Rodgers, Executor of the Estate of Mary L.Rodgers, deceased. P.S.The date and time set for the audit of the Account for this particular Estate is before the Orphans'Court,on the third floor of the Court House at Washington,Pennsy1ania,on Thursday,March 19th,1970,at 10 o'clock A.M.,E.S.T. -,) -c::\I':,I.,cf'/1" .1 ,or J .- f'4">.• ('V"l ~ :I:.: 0...... Q r--l;!C"-..l """':as 0::j 0-._.......«:C ............,0 •~I "'I····1:'"-~J._'"".'" ," I' I ~.f' ='l I •r 37-164-7 RCC-BI (2-84) COMMONWEALTH OF PENNSYLYANIA ~DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT LEROY F.RODGERS (Executor~' IN YOU.R.PLY PLU•• .......TO / In Re:Estate of fJgf;g,AR""Y.......LW,&.......RllI:Q~D~G~ERS~::...-_ _____W.u.A~S.uHuING.m.i.TO~NL-..County - FHe No.6,3-68-1503 Dear Mr.Rodgers: You are hereby notified that the originil appraisement in the estate of MarY L.Rodgers has been filed in the office of the Register of Wills Qf Washington County on FebruFltY 27 ,19...29.Said appraisement reflects'the following valuations: Re al Es1',ate _--'-~9.LI.;.OO~O~.00;.;.__ Personal Property ~7~J~3~l~7~.~0~l~--- Jt.Held ~miA.iil~diliil13lltlll»CKtX ~6~.~8l~9~.J;6l~- Total --'2~3.Ll.LII!l...3~6~.6~2::.-- As to such tax that is paid within three months ,from date of death,a five (5~)percent discount is allowable.As to any ~ax that remains unpaid after one year from date of death,interest at the'rate of six (6~)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __~F...:::e~b~ru::!:ar=...:yt....=2.....7~.-=l""'2P9IlU-_Signey:Ue~12 ~ Title vl.R.CHANEY,~APPRAISER DATE OF DEATH:November 14,1968 Note:This is not a bill. ~CC-39 (6-67) ·-OMMONWEAL.TH OF PENNSYL.VANIA, TRANSFER INHERITANCE TAX RESIDENT DECEDENT ; ROOOERS,MARY L. FILE #63-68-1503 November 14,1968 SUMMARY 11-14-68 02-27-69Dated: FILE #63-68-1503 rmrOHT OF INHEFUTANCP.TAX .APPRAISER I I ~the u.nrlersigned ci.uly appointecl Inheritance Tax A.ppraiser in and for the County of #63 Wash1ngton ,Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules ~.!'...::....-:./~~~ INHERITANCEy REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for _ Coun ty,Pennsylvania,do rf~sper.tfully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser.amount represents the sum allowed as a deduction. Dated: REGISTfR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED V~A~L~U~E~A~S~~RE~AP~P2RA~I~S~E~D $9.000.00 $9,000.00 $_ 7.317.01:=7,317.01:=._ INVENTORY Real Property (Rchedule A) Personal Property (Scheci.ule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE 10.522.14._ 26.839.15._ ======.- 6,819.61·- 23,136.62:= ======.-======:= Valuation of life estates or annuities.. . • . . . •*_ ESTATE T~X ASSESSAffiNTS ~_ CO~{PUTATION OF TAXFor{USE OF REGISTER ONLY Tax on $fl%~ Tax on $@;~ Tax on ¢'$'.'(:6%!')~Tax on $$ Exemptions (:::).---Total Estate TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death $-----<f>.~======,=*------- $======1= (:::)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. JALANCE OF INHERITANCE TAX DUE ~------------ Add interest at rate of 6%from to $---------AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ BALANCE DUE $_ Add interest at rate of 6%from to *_ TOTAL TAX BALANCE $_ PAID $ "FOR USE OF REGISTER ONLY ADJUST~NTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Hegister of Wills,for proper reason,same should be noted below,with short explanation. :~~inistration (No Year IN THE MATIER OF THE APPRAISEMENT OF THE ESTATE OF ........I1AR.I ..~.~EO~S.. Deceased Late of C.H~O'I ,. County of ...................W.\$~T.QN . Commonwealth of Pennsylvania REPORT AND APPRAISAL , i' ~• ,.DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE f..~.Pr.~.r.y.?7."J9..~.9.. COUNTY W.~.!=!.h~~_9.~.. FILE NO J>.~.~.~.~.?9..;,.. Whereas,-:.~~~.~y I!.'-~Q.gg~r.~late of ~.~~:I:::.~.~.. in the County of W.~.!?h.w,g~.~Commonwealth of Pennsylvania,having died on the ~~.~day of No.y.emb.e.~19 9.~..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,w..'-R.!!C.b.a.P,~,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 AppraloementDelcrlptlonofAlletValuelMadeforInherltlnce Tax Purpolel $ REALTY: All that certain piece or parcel of land lying ,bing situate in the Borough of Charleroi,Washington County, Pa.Described in Deed Book 901,page 372.9,000.00 9,000 00 PERSONALTY: Cash in Savings Acct.at Pittsburgh ~ational Bank,Charleroi Office.4,292.51 One miscellaneous lot of six rooms of household furniture 300.00 27 shares of capital stock Pittsburgh Plate Glass Co.2,416.50 3 .hares of capital stock Pittsburgh Plate Glass Co.268.50 - I 39.50$25.00 u.s.Series E.Bond , 7.317.01 7,317 01 JT.HELD: See Jt.HF!lrl (Schedule E)listed on appraisement attached.6,819.61 6,819 61. Total 23,13t 62 form~;v:~hb~~::~h~WorIl~:?J!'~::~:;o~~~e a~~~ea~~":~~ee;;:~:;Jt?' ~.7;;~ral.er ~~".-1?'./umber and Street) ..~..~...................:..,Penna. (1'on Ofllee) RESIDENT INHERITANCE TAX APPRAlSEt'l!iNT"n(J I\f R Z7 .......................W.ASH.l..NGTON...............cOUtlty i=,"I i ~~...,.enL_'_/1 n~_,,n1 •..,,.<-f., Estate of RUSSE LL I!.tl.ni N0 MARY ~~····~P..9:~·············:···················HEG 1ST[R 0F Wi LLS.........................................Dece(1,..ft;.0c:(11l>,I(,TO~.'CO PA \t~VI ".."I r.OJ'.Late of CHARLEROI.............................................................................. Date of Death,~9.Y.~~.~:...~.~~.?~.~ Appraisement Docket Vol 37OJ•••.••.•••••••••••••••••••••••••••••••••••••••.•••.••• Page,.l.M~7.N o..Q3..~.(>.~~i5Q.3.. Filed in Register's Office,.F~b.r.ua.r.y:...2.7..19...6.9. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.l/t Appraisement,. Appeal t1'om 4ppraisement,-;-. Entered and charged,.. ,. ft ESTATE OF Mary L.Rodgers DEDUCTIONS ALL: THE SUM OF $ . Y-~1-JO...'",.. LATE OF __Ch~.::a.::.r.::l;.:e;.:r;..;o:..:l:;..·_ STATEMENT OF DEBTS AND D£;0lJCTIONS OFFICE OF TME REGISTER OF WILLS AND AGENT OF TME COMMONW5ALTH OF WashingtoD COUNTY Form RC C·10 November 14,1968DATEOFFILINGAPPRAISEMENTDATfiOFDEATH__~..::.._......:.....:..:_ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTvouc,·u..IIt Probate of Will and 2 short Ru~sell Marino ReQ:ister certificates.$11 50 RIJ~~ell Marino ReQ:ister Two short certificates 2 00 Washington County Reports Legal advertising,14-00 The V;:Jllev Indenendent Legal advertising,10 50 WashinQ'ton Countv Commissione Zeroxcopies of Will.2 00 Francis C.Slezak Funeral l-Tr>rno Complete funeral services,in- ,charQ:es.1.R30 00cludinQ'cemeterY St.Jerome's Church Funeral services.100 00 Balance on account for last Charleroi-Monessen Hospital ';1 1 no",,,,lI.H 202h.p.A.DpRienzo Balance old account.53 00arerOl,enna.on Dr.A.Cc Dent Last medical expenses,25 00Favetteitv.Penna. Dr.DeRienzoCharleroi.Penna.Balance OD last illness,25 00 Richrrdson A~BBCY Account for house insuranceChareroi,P nna.'Inl"pm;um 29 00 WP~""PPDD Power Co.Final electrical service.3 66 Bell Telenhone Co.Final telephone service,9 26 rnlllmbi;:J Gas of Penna .•Inc.Balance on final Q:as bill.24-21 The Valley Independent Balance on old account,2 10 e~ndriD tlo~er Shoppe Account,63 60arerOl.enna. ~11 Mar;no ReQ:ister.Four short certificates !;l-00 Russell Marino,Clerk O.C.COats aOtfiletlnventorXt ~ccou t 75 00 ,an au 1 cos s--es 1m e , Lerov F.RodQ:ers.Executor Commission on testamentary J",~assets. Counsel fees for both testamen 5,1,700 00VictorE.Riva.Esq.tarv and non-testamentary asse C'J\.La ..Ax.(\~...--:~.,.~r..,,~~.JI .../f ,If .$'<'. ,.LI~.h.~..'.F-~N.~:~AJ ':.~j '''''~,fI10 . .,.,:k"J..a...,.~~....~, '"tI,II't ,~~tM),... COMMONWEALTH OF PENNSYLVANIA COUNTY OF Washington I,Leroy F.Rodgers ~c~ VICTOR E.RIVA,NOTARY PUBLIC CHARLEROI,WASHINGTON CO.,PA. MY COMMISSION EXPIRES JUNE 23,1969 I {'•c '. c;-f7'1 'r r-: S;r " ,'- I r,.....~,. • ..'.'/.~....~ ~ !. Form RCC-33 RESIDENT DECEDENT ~OMMON\'VEALT'H OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF J fa I_J 72.- .....Washington . and saYS 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 reside~Return is due within one year after t\date of death,unless an extension is granted hy the Secretary of Revenue.(Section 703 of I _the Inl).~ritance.an~.E.state T.ax J\ct of 1961.) .__~~I~:;~;,~;;;:~;,~~:~;.~~:.c....o...an........t..y..:}==: Late of Cha.rl.er.oi.,WaSl inQ:to.n . State of p.ennsYlvania :.}ss: County of Wa.shimr.t.on . .........................~E..<:>.Y.:f..~~Q.qS~:~.r..l?E;x.ecu.t.or .. ~~of the estate of the above-named decedent being duly sworn,deposes Decedent'dJed NQy.~.r.@~.r.. (Month) Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. ILi ,196.8 ,f testate leaving a last will,copy of which i.hereto attached.} (lilly)(Y""r)L~:K.*iX. Vi~tor E Riv.a.,P O'.B.ox llS ,Charleroi.,..Penna.6 15.D.2.2 .. That as such Exe.cut.Qr.deponent is familiar with the affairs of said estate and the properly con- (1';x,,~utor.~iK.*~)X stituting the aS,sets thereof and their fair market value. ~That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- .' NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT Mellon National Bank and Trust Co.Decedent and Harris Rodger s--husband Charleroi Pennsvlvania and their s'on,Leroy F. Rodgers That the contents of said safe deposit box or boxes are itemized under Schedules ~E~__of this return,with the exception of the follOWing,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth full v and in"detail all the real property in the Commonwealth of Pennsylvania of which decedent died haVing an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detafl '~1 personal property wheresover situated owned by the decedent at the time of death;all moneys left ~YJ the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's.~red(t in banks of deposit,savings banks,trust companies,or other institutions,whether individually~'or:!n trust for any other person or persons giving also separately the accrued interest thereon,if any,.down to the last interest day prior.to ~ecedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in-,.......r ., debtedness of the Uni\ed States ~o·the decedent;all obligations,whether by statute or ag~eement they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any foreign country,wh1ch are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind ·or nature,left bydecedent,together with the fairly estimated market value thereof;all bonds and mortga.f;!es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from 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 death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. ·, In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedUle,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with the fair,marke.t 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 tr~e answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,witl'tin .two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom tr~sferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In ·the case"of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule 'a'conY of the deed,trust agreement or other instrument creating the .trust.Ther,~is also set forth in said schedule a list of all property,real and pe~sonal,with its value,which pa£ses at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- :--ment vested in decedent,either individually or.jointly,by,the will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of deced~~~~~.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 Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real ~st~te.and the date of acq~isiti?n of perso~alty,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 and Impaid at time of ~.death;taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance'and Estate Tax Act);together With a statement of coilate~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 c'\.rried forward and properly registered in the Summary. SUbscrlbe~nd sworn to ore me this c!:.'i~~;;;;:£~_ -1/.""'c:.........";A!_K,P'?'is~;~;;~;;j----_·_-- C~';;~E~;i,R~'~~:i~~~:OR:,cPOU.Blp'AC MQnQm~ahel.a.,P.e.nna 1.5.'O.6.~..My J , •(City or Town a.nd State)COMMISSION D:PIRi:.S J~::~E 23,1969 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-S4 lh64} 'COMMONWJ:ALTH OF PENNSYLVANIA DE·PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE IIA" ·REA!-PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property heid as joint tenant or tenancy by 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 Commo!"wealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,acc~ued Interest on mortgages,etc.,are to be I'isted'on Schedule "F"and must not be deducted from this schedule. ALL that certain piece or parcel of land, lying,being and situate in the Boro~gh of Char- leroi,Washington County,Pennsylvanla,and de- scribed as follows: Being Lot No.Three Hundred Twenty-eight (328) lying between Ninth and Tenth Streets,fronting on the West side of McKean Avenue a distance of Twenty-two (22)feet and running back of even width to a Fifteen (15)feet wide alley. ! .Improved with a two-story frame house and garage~and addressed as 905 McKean Avenue, Charleroi,Pennsylvania. BEING the same premises which were conveyed b, deed dated July 10,1954,recorded July 15,195~ in the Recorder's Office of Washinqton County,In Deed Book 901,Paqe 372,to Harris F.Rodqers and Mary L.Rodqers,his wife,and upon the death of Harris F.Rodqers on the,5th day of Janu~ry . 1959 ,full title to said premises vested In hls widOW,Mary L.Rodqers,by operation of law-- - \ (1)(2)(3)I DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED.CAUTIONDECEDENT'S MARKET VALUE (Do not write DEATH In this space) $2,715.00 .$'9 ,000.Oo1J'~, ./L[r1i~' Insert this total opposite II reol property",Schedule "A"in the X X X X X "As Reported"column on til\!last page of this return, $9',00-0 .on.r- COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT . SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible persona~property owned individually, by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible,personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry"wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,.' stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMA.TED MARKEl'VALUE "- DEPARTMENT VALUATiON (Do not write in this space) 1. 2. 3 . Cash in Savin~s Account No.824-4-at Pittsburqr National Bank,Charleroi Office,balance mwi~ as of date of death-- - - -..- - - - - - - • One miscellaneous lot of six rooms of house- hold furnishinqs--.. ..- - - - -..-..- - - 27 shares of capital stock,Pittsburgh Plate Glass Co.,Certificate #P05023l,dated March 5,1959-'<>.;...- - - -..- - - -..- - - - - - •89 1;/2,II,_2,4-16.BEl 0 I( 4-.One share of capital stock,Pittsburgh Plate - Glass Co.,Certificate #P080276,dated February 10,1960--..-..------- - ...'89 I/a 5.One share of capital stock,Pittsburgh Plate Glass Co.,Certificate #POl16690,dated , February 13,1961-)-....---..----....-:89_11L2 6.One share of capital stock,Pittsburgh Plate Glass Co.,Certificate #POl4-34-08,dated January 19,1962-- - - -..-..__....89IJR, 7.$25.00 U.S •.Series E Bond,Serial No. Q524-574-862E,issued December.194-4-in the joint names of decedent and her late husband, Harris F.Rodgers,who predeceased her,having redemption value as of November llJ.,1968 of- (Harris F.Rodgers,husband of Mary L.Rodgerl, deceased,died January 5,1959). 89.580 39.50 0/( Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 1$7 ,317 .01 RCC-3b CmBfON'\'EALTH OF PENNSYLVANIA TIUNSFER INHERITANCE TAX: ~SSIDENT DECEDENT SCHEDULE "c" TIlt\,N SFEItS (1)Did decedent,within two years of de11th,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)~N~O~_ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state:Not applicable (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)~N~O~___ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)No (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No . (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others Not app)j cab)e (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)No . (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 decedent under terms of transfer or by operation of law?(Answer yes or no)_~N~o~__ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the'decedent and others? (Answer yes or no)Not applicable NOTE 1:The answers to these questions should be su~ported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION NONE MARKET VALUE (Estimated) NONE DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. NONE SCHEDULE "E"--Page 1 . JOINTLY OWNED PROPERTY CCMMONWE,\LTH OF PENNSYLVANIA THANSn':Il INHERITANCE TAX HFSIDENT DECEDENT ,. RCC-3V. IXSTRrCTIOf'S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real·estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name Iunit' Address and Relationship of Co-Owners,and Place Value of Record of Instrument,where Real Estate.I percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest 82 shares common stock,Allegheny Power System,Inc.,Certificate No.A0567~1, issued May 20,1965 in the joint names of decedent and her son,Herman C. Rodgers as joint ten'~~s with the right of survivorsh~.~d not as tenants in common,at $ots.>t{per share,for a tota of $~11/~/l/2 of which is being herein "I:... reported-- - ----- - - - - - - - .. ;ll,055.i$ 82 shares common .stock,Allegheny Power System,Inc.,Certificate No.A0567~0, issued May 20,1965 in the joint names of decedent and her son,Leroy F. Rodgers as joint tenants with the right of survivorship ~d not as tenants in common,at $::?.J.~per share,for a total ~ of $JII/I.4/2 of which is being herein b reported-- - - - - - - - - - - - - - -1 ,OSS .:75 82 shares common stock,Allegheny Power System,Inc.,Certificate No.A056736, issued May 20,1965 in the joint names of decedent and her daughter,Marie Simkanich as joint tenants with the riglt of survivorship~and not as tenants in common at $d~r per share,for a total of ~jll,fO)./2 of w~ich is being herein rE -6K ported-- - - - - - - - - - - - - - - - - 1-,055.79. 82 shares common stock,Allegheny Power System,Inc.,Certificate No.A056735, issued May 20,1965 in the joint names of decedent and her son,L.Forrest Rodgers as joint tenants with the right of survivorshi~and not as tenants in common,at $~v1rper share,for a total of $QJI~1/2 of which is being herein ~K reported-- - - - - - - - - - - - - - - 1,055.79 82 shares common stock,Allegheny Power System,Inc.,Certificate No.A05673l, issued May 20,1965 in the joint names of decedent and her son,Harris G. Rodgers as joint tenants with the right of survivorshi~and not as tenants in common .iit ~~per share,for a total of ~ill~OJ../2 of which is being herein .f reported-- - - - - - - - - - - - - - - 1 ,05S ..7S The following are Series E U.S.Savings Bonds: SEE ATTACHED CONTINUATION SHEET ~.? I ..,.FOI'1!'RORl·sa Supp. -------------------------------------.., "E"Page 2 .SCHEDULE :.:...,. JO IWr.~¥.Q.WN.f.;.P.PROPERTY Continued ESTATE OF MARY L.RODGERS~Deceased Tbls 'orm &0 be aaed and attaebed to either Schedule ReRI-33 A or B whenever additional space Is needed.Columnar ru1lnl' must be &be l&IIIe &8 orlrtnal schedule.Clip or staple,but do not paste,to orlrtnal schedule. UNIT VALUE ESTIMATEDPERCEN1...MARKET VALUE AGE AT SHARE DATE OF DEATH DEPARTMENT VALUATION CAUTION (Do not.write in this space) 1------------..,-------1~--+--+-----+------1 Sub-total brought forward~~--~--~~... $25 Q800451582E in joint name with daughter, Miss Marie L.Rodgers (now Mrs.Marie R. Simkanich),issued August,1947,redemption val~e as of 11/~1J/68...-$36.71,and 1/2 thereof c l<' $25 Q816084580E in joint names with daughter, Miss Marie L.Rodgers (now MBs.Marie R. Simkanich),issued Octobe'l:',1947,redemption tJj< value as of 11/1¥/68--$36.71,and 1/2 thereof, $25 Q821962865E in joint name with daughter, Miss Marie L.Rodgers (now Mrs.Marie R.0)<'- Simkanich),issued December,1947,redemption value as of 11/1f/68--$36.12,and 1/2 thereof. $50 LBO 350 999E in joint name with daughter, MEs Marie L.Rodgers (now Mrs.~2ie R.ok. Simkanich),issued June,1944,redemption value as of 11/1¥/68--$80.32,and 1/2 thereof- I $50 L93 399 777E in joint name with daughter,~<. I Miss Marie L.Rodgers (now Mrs.Marie R. Simkanich),issued June,1944,redemption value as of 11~/68--$80.32,and 1/2 thereof; /1/ $100 C215823845E in joint name wfth daughter, Miss Marie L.Rodgers (now Mrs.Marie R.)1(, ,Simkanich),issued March,1954,redemption value as of 11/i¥/68--$122.60,and 1/2 thereof- $25 Q800451581E in joint name with son, Lawrence Rodgers,issued August,1947,redemp- tion value as of 11/1:~/68--$36.71,and 1/2 01(. thereof- -""'!o --"!- - - - - -'..0,-......."""....-~- - $25 Q816084581E,in joint name with son, Lawrence Rodgers,issued .Q~e:t;1947,Redemp-~K· tion value as of 11/1~/68~-$36.71,and 1/2 I thereof-~- - -~- -M ~-~~-~~~~~~ $5.278.75 i $18.36 !I 18.36 18.06 40.16 40.16 61.30 I ! I 18.36 I I I 18.36 $25 Q821962870E in joint name with son, Lawrence Rodgers,issued DBcem~&E~r1947,re- demption value as of 11/1~/68--~36.12,and 1/2 thereof-~~~~H -- -~"-~- - - -~~~ $50 LBO 350 998E in joint name with son, Lawrence Rodgers,i~sued June,1944,redemp- tion value as of 11/l-~/68--$80.32,and 1/2 thereof~~~~~~~-M ~H M ~~~_ _~~M $50 L93 399 778E in joint name with son, Lawrence Rodgers,issued June,1944,redemp- tion value as of 11/'f/68--$80.32,and 1/2 thereof-~~~~-~-~~~M ~~~~_ _ _~ $100 C215823844Ein joint name with son,F. Lawrence Rodgers,issued March,1954,redemp- tion valu~.as ~f 11/1¥/68~-$122.60,and 1/2 thereof~~---~- - - - - -~- - - - -~- Sub-total carried forward~- ---~--- -" (5/(I i I 18.06 lfK. 40.16 6 K.. 40.16 Gte 61.30 T"'.'., $5,671.55 • Fonn RCRI·88 Supp. SCHEDULE ~~.E.g,~.P.fage 3 •J<?.!.~:!.~X....9~.~~p..........PROPERTY Continued ESTATE OF MARY L.RODGERS,Deceased This form to be used and attached to either Schedule RCRI-33 A or B whenever additional space is needed.Columnar ruling must be the same as original schedule.Clip_or staple,but do not paste,to original schedule. UNIT VALUE PERCENT- AGE ,SHARE ESTIMATED MARKET VALUE AT DATE OF DEATH DEPARTMENT VALUATION CAUTION (Do not write In this space) Sub-total brought forward--"~..-- --.. $50 LBO 350 997E,in joint name with son, Herman Rodgers,issued June,1944,redemp- tion value as of 11/1?,/68--$80.32,and 112 theEeof--~-~"~~-~-~-~-~-~ $5,671.55 '40.16 $50 L93 399 779E in joint name with son, Herman Rodgers,issued June,1944,redemp- tion value as of 11/1fI68--$80.32,and 112 thereof~~-~"--~-~-~~~~~~- $100 C215823843E in joint name with son, Herman C.Rodgers,issued March,1954,re- demption value as of 11/17'168--$122.60,and 121 thereof-~..-----..__M _-...._ oK·40.16 61.30 (There were 3 $25 war bonds issued in the joint names of Herman C.Rodgers,but iointl~ with his late father,Harris F.Rodgers,who died on the 2lh-day of January ,19~, and these bonds will be reported in a separa e return in the matter of the estate of Harris F.Rodgers,deceased,by this son as an In- formant). $100 C215823847E in joint name with son, Harris G.Rodgers,issued March,1954,re- ~mi~;~~o~~l~e..a~~f..1:/~~6~-:$:2:.~O ~~n~(;K. (There also was a $25 bond issued December, 1944 in the joint names of Mrs.Mary Rodgers and Harris F.Rodgers,her husband,who pre- deceased his wife,and is being separately reported in Schedule "B"of Personal PropertJ) $100 C215823846E in joint name with son, Leroy F.Rodgers,issued March,1954,re- demption value as of 11/IJfI68--$122.60,and 112 thereof-..-..-..-........-....- -.. (4 $25 bonds h~ing serial nos.Q11460045 (046)(047XO~eaLl issued February,1942 in the 40int names of Leroy F.Rodgers or Harris F.Rodgers,his father,who died on the 5th day of January ,19~are being repo~ s epaaately .~:xalxoom.XDI.<X:tmdx.ia:tx~x~xmcKtt~xtrl( smm~~~x&x~~,by Leroy F.Rodgers as the Informant). $100 C372751622E·in ioint name~~t~randson, John Simkanich,issued November,1959,re- demption value as of ll!irI68--$104.72,and coJ(. Y2 thereof--..~......- - -..- - -~- - $100 C372 751 620 in ioint name/~t~randson, Thomas Simkanich,issued November,1959;re- demption value as of Il/1PI68--$104.72,and 61(· 1/2 thereof-- -....-..- -..- - -..-.. $100 C372751618E in ioint name/~t~rand- daU(!hter,Lorraine M.S~mkanich,issued 6/('Nov~mber,1959,redemptlon value as of 11/1,,/68--$104.72,and 112 thereof-- -.... Sub-total carried forward .... ..........-.. 61.30 61.30 52.36 52.36 $6,092.85 • ,Fonn RCRI·88 Supp. SCHEDULE ~.fE.r.~.."'P.~ge 4- •~Q.!.Nr.~Y.....Q.wN.~.P......PROPERTY Continued ESTATE OF MARY L.RODGERS Deceased This form to be used and attached to either Schedule ReRI-33 A or B whenever additional space Is needed.Columnar raUng must be the same as original schedule.Clip or staple,but do not paste,to original schedule.UNIf VALUE PERCENT- AGE SHARE ESTIMATED MARKET VALUE AT DATE OF DEATH DEPARTMENT VALUATION CAUTION (Do Dot write In this space) Sub-total brou~ht forward-..-...........- - - with$100 C372999684-E in joint name/ocK grandson, Daniel J.Simkanich,issued November,1959,rE" demption value as of I1t/~/68~~$104-.72,and 1/2 thereof.......-..-.......- -......- -.. .. with$100 C872999690E in joint name/~grand- daughter,Rosemarv Simkanich,issued NovembEr, 1959,redemption value as of 11/1~/68 - $104-.72,and 1/2 thereof-..-..- - - with$100 C4-30515866E in joint name/~grandson, Ronald W.Simkanich,issued February,1963, redemption value as of 11/1~/68..-$91.92, and 1/2 thereof--~......-........ ......... (The above grandchildren are all the childrEn of Marie L.Simkanich,daughter of decedent . $100 C372991689E in joint name~~lhgrandson, Paul L.Rodgers,issued November,1959,re- demption value as of 11/lt'/68-...$104-.72,and 1/2 thereof...- - -...-~-.....~-.......... $100 C372991686E in joint name with grand; daughter,Deborah S.Rodgers,issued Novem- ber,1959,redemption value as of 11/lf/68-. $104-.72',and 1/2 thereof-.............'"'.....- $100 C372991683E in joint name with grandso!, Michael E.Rodgers,issued November,1959, redemption value as of 11/~r/68--$104-.72, and 1/2 thereof---......-.................- \I6/ 6,092.85 52.36 52.36 4-5.96 52.36 52.36 52.36 $100 C372751619E in joint name with grand- daughter,Linda K.Rodgers,issued November 1959,redemption value as of 11/1~/68-.. $194-.72,and 1/2 thereof-- - - -....-.... $100 C4-00624-151E in joint name with grand- daughter,Janet M.Rodgers,issued February v6'",1960,redemption value as of 11/17/68-- $104-.96,and 1/2 thereof--....- - - - - - (The above grandchildren of the decedent ar the children of Leroy F.Rodgers,son of the decedent). $100 C372991687E,in joint name with grand- daughter,Candice J.Rodgers,issued Novem- ber,1959,redemption value as of 11/7-f/68-' $104-.72,and 1/2 thereof--..- - - - - -...- $100 C372991688E in joint name with grand- daughter,Mary R.Rodgers,issued November,I O~· 1959,redemption value as of 11/lY/68-- $104-.72,and 1/2 thereof-......~..-- -..- (The above two grandchildren of the deceden are the children of Lawrence Rodgers,son of the decedent). $100 C372751623E in joint name with grand- daughter,Elvira Rodgers,issued November,1959'7~edemQtt'QO value as of 11/Zf/68--~104-.~,ana I~thereoT-.....- - -........ Sub-total carried forward-..- - - - - -.. 52.36 52.4-8 52.36 52.36 52.36 $6,662.53 •Fonn KeRI.S·S Supp... SCHEDULE ~~.~.~~:.:.~.~ge 5 . •JQ.:r..Nl.y¥.O'W.N.~.P PROPERTY Continued ESTATE OF MARY L.RODGERS,Deceased This form to be used and attached to either Schedule RCRI-33 A or B whenever additional space is needed.Columnar ruUng must be the same as original schedule.Clip or staple,but do not paste,to original schedule. UNIT PERCENTAGE \ALUE SHARE ESTIMATED MARKET VALUE AT DATE OF DEATH DEPARTMENT VALUATION CAUTION (Do DOt write In this space) Sub-total brought forward-- - - - - - -~$6,662.53 $100 C37275l62lE in joint name with grand- daughter,Patricia Rodgers,issued Novembel, 1959,redemption value as of 11/1?/68-- $104.72,and 1/2 thereof-- - - - - - - -52.36 $100 C37275l6l7E in joint name with grand- son,Harris G.Rodgers,issued November, 1959,redemption value as of 11/Jr/68-- $104.72,and 1/2 thereof-- - - - - - - - .52.36 (The above three grandchildren of the de- cedent are the children of Harris G. Rodgers,son of the decedent). $100 C37299l69lE in joint name with grand- daughter,Kathleen A.Rodgers,issued November,1959,redemption value as of· 11/lr/68--$104.72,and 1/2 thereof-- - -52.36 (This granddaughter of the decedent is the dau~hter of Herman C.Rod~ers,son of the decedent). ~16.35 -", 416.35 416.35 Account #4273 with Lerov F.Rodgers (son) account opened Mav 1,1946;balance as of date of death--$832.70,1/2 of which is be reported for inheritance purposes in the amount of-- - - - - - - - - - - - - - - - - Account #6749 with Herman C.Rodgers (son) account opened November 4,1953~balance a~ of date of death--$832.70,1/2 of which is bejng reported for inheritance purposes in the amount of- - - - - - - - - - - - - - - ,\4) ~~b?~~t~",.1. ;ng ~}~, Account #4274 with Harris G.Rodgers (son)6?>',do~ account opened Mav 1,1946;balance'as of }~~ date of death--$832.70,1/2 of which is be'ng ~' reported for inheritance pur.poses in the ~~v amount of-- - - - - - - - - - - - - - - -~ The following 5 joint savings accounts in the name of the ,~H~Q~~t~together with each of her sont~~fter noted,at Fi st National Bank,Charleroi, Charleroi,Pa., are being reported for half the amount of deposit at the date of death on 11/14/68, since each of these 5 accounts was opened more than 2 years before the death of the said decedent: Account #fi750 with Forrest Rodgers (son) account opened November 4,1953;balance a~ of date of death--$R32.70,1/2 of which is being reported for inheritance purposes in the amount of-- - - - - - - - - - - - - - Sub-total carried forward-$8,485.01 CC,M~h)NWFi\LTH OF PENNSYLVANIA TH '\l\SlTlt TKHEIUTANCE TAX: ItF~InENT DECEDENT CONTINUATION OF SCHEDULE "E",..,..Page 6 JOINTLY OWNED PROPERTY I~STRrCTIO!'iS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi til another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real·estate value in estate valuation column.Persona.l 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 Acquisit-ion,Name I unit percentage-'--Estate Address and Relationship of Co-Owners,and Place 1 Value Share Valuation of Record of Instrument,where Real Estate.! DEPARTt£ENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest ~I "16.35 ~ 1,620.78 --..... Savings Account No.9889 opened prior to February 23,1960 at the Charleroi Fed-. eral Savings &Loan Association,Char- leroi,Pennsylvania,in the joint names of Mary Rodgers (the within decedent) or Harris G.Rodgers,and Leroy F. Rodgers,and F.Lawrence Rodgers,and Marfe'Simkanich,and Herman C.Rodgers (these five being the children of the said Mary Rodgers,deceased),which Account at the time of death of Mary Rodgers on November l~,1968,was in the amount of $9,72~.70,of which amount one-sixth share thereof is being here- by reported for inheritance tax purposes. Sub-total brought forward-- - - - IAccount#6751 with Marie Rodgers (daught r, now married and known as Marie Simkanich) account opened November ~,1953;balance as of date of death--$832.70,1/2 of whic tO~ is being reported for inheritance purpose } in the amount of-- -,..-,..- -,..- -,..- -I I I·Ii I I I IIi Insert this total opposite "Jointly Owned Property",Schedule ·"E" in the "As Reported"column on the last page of this return.$:~~~_~--' Schedule "E"Jointly Held Property,Grand 'fota},_ - -_$10,522.1~ ,,. ,RCC-39 (6-67) •~PMMOI.(WEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT StJMMARY fl.EPOH.T OF INHERITANCR TAX APPRAISER I~the unoersigned o.uly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C"and "E". Dated: INHERITANCE TAX ApPRAISER REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for _ County,Pennsylvania,do respectful.ly report that I have allowed deductions in the amounts .claimed by deponent,except as to those i terns where a greater OT lesser amount is set forth in the last column to the right j.n Schedule "F",which greater.or lesser amount represents the sum allowed as a deduction. REGISTrR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS RE.~PRAISED $.-$$------ 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) CLEAR VALUE OF ESTATE ======.-======.-======:= Valuation of life estates or annuities .$------ :ESTATE TAX ASSESS~mNTS $------ (,:')As evidenced by Chari table Exemption Certificates'issued by the Secretary of Reven~le. COMPUTATION OF TAX $et>------:-- •'I"=:;:::==::;;=:=:=$--''-''------ $-,,------~------ $-...:-----c-' $--'-----'-- ONLY $=====:=.= iBALANCE OF INHERITANCE TAX DUE $,,_ ;Add interest at rate of fl%from to $_ AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $_ BALANCE DUE *---'_ Add interest at rate of 6%fromto $_ TOTAL TAX BALANCE.*_ PAID $ ,:FOR USE OF REGISTER '1'ax on $•__fi% Tax on $.__10% Tax on ~2% :'Tax on $.__lfi% :Exemptions :=(,:,) '1'otal Es tate _ TOTAL TAX Less tax previously paid ,BAJ~NCE ':Less 5%of tax if paid within 3 months after death FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,same should be noted below,with short explanation. r Wdill .l No .A ministration ~Year IN THE MATTER OF THE·APPRAISEMENT OF.THE ESTATE OF ......~~.r.y...J:,.~~()~.~~r.?,. Deceased Late·of Charleroi... County of . ....Wei !5J:1~.I1g1:.()n Commonwealth of Pennsylvania . REPORT AND APPRAISAL ... C'J__.,J ...¥ ..-. ...., ,.,Lv ;; .J .~I ') VICTOR E.RIVA,ESQ,. P.O'i ~Q)(1is ' CHARLEROI}.·p'A~15022 RCC-37 H2-63) COMMONWEALTH OF PEi':NSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT .. SCHEDULE "D" BENEFICIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Harris G.Rod~ers son ves m~t appli...1/5cae 19 Hi~hland Drive Corning,New York 14-830 Lerov F.Rodgers not appli-1/5sonyescable R n 2 'Rrw ::>nu Monongahela,Penna.15063 , Marie Rodgers Simkanvich daughter yes n~tlappl.~-1/5cae- 115 Greenwood Belle Vernon.Penna.15012 F.Lawrence Rodgers not:app.L~-1/5sonyescable 108 Ei.~hth Street ~1 c;nfl::> not app.l~-1/5HermanC.Rodgers son yes ca Ie 19524-Bassett Street R:ll;-rn"Y'n;:1 ~91335 Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE NOT APPLICABLE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF (Executor-Administrator must complete "As Reported"column #1.) :1 '::1 ~'"d ~:...Cl>Cl>:;--..'§;;l ll>:'""'C"f.I 0 .......:~(t'g '"d:"-''''~-(3!~.'"d '0:~:...~:~:.g ~ Cl>...~ ~ll>Xll>r:rCb C')...oVlVl tr:lVl....ll>....Cl> Year . P.o<THE t No, Will Administration :) Deceased _1: Late of . County of Commonwealth of Pennsylvania REPORT AND APPRAISAL CI)c:~~:> ~W U;W::0o-c: C)".::r'g.::r'~'.>;II 1: :"r5 ~~.....;•~----~-.-..>Vl,1 II ::0.-..",Cl>...- 1 '5-.......Cl>)II c... ',)____-€P._ oj .. ) )- .~": ,~. ,~.: ~.~ \ .\'\: ~. (~: ~: '::<0: ~: ."': :,\.:> :--"l "-~:r. :L:t:i~:o.~~ :":0 r.:l'V"~:C\'"-:.:.:3 :~:I)5' o'\."a..v- I, TN THE COl'RT OF co~:rN PLEAS rF FASH I NGTO~r.Ol'NTY,P C:-Jt-;Syr,VAl\TA ORPHA~S'crL'~T DIVIS]ON ~O.G1-fl H- 1 ')n3 Rt:: EsTAn:OF MARY L.RODGF:RS, Decpaser'l. ELECT10N TO TAKE IN KIND 'Vd "OJ i~~)l'\:'!!HS'1i,\ Slll,';:![)"'3~SIJ3t: O,I~;'~'j ',..'I .":~)1&~ 2 ~Ju L"tdV Ol.~ ~ VICTO:1 E.FdV/\,ES~ P.O.BOX 115 CRARLEROI#PA.15022 P.O.Naly Co.,425 Fourth Avenue,Pittsburgh,Pa,15219 ££ .C·,-,:.....J --.I IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION RE:ESTATE OF MARY L.RODGERS, Deceased. ) ) ) NO.63 -68-1503 ELECTION TO TAKE IN KIND We,the undersigned,being the five beneficiaries named in the Will of Mary L.Rodgers,deceased,hereby elect to take in kind the 60 shares of the capital stock of Pittsburgh Plate Glass Company reported in the Inventory and Appraisement as being 30 shares and later reported in the Account of the Executor as being 60 shares due to a 1 for 1 split,and which Election we agree shall be equally shared among the five of us,the undersigned,to wit:12 ')shares to each of us. Respectfully submitted, _..L-<-d-:::::;...t<:r/2~£,l).-fv/7~_ Herman C.~ '".-'i IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION NO.63-6Q-1503 IN RE: \\/ #t4 • "ESTATE OF MARY L.RODGERS, Deceased. TRANSCRIPT OF RECEIPTS fr 'r'f .r J.I '.'-.I'· " .-j-'-..Jc:>....--0. ::::;::J ~. 'h.n1 ::D c-~C,c =.----v>-==r j ~ ::::,,";(q .--z -~,: G)i j"1-·.n c.:)-1 :.:::r ~ ....~~~::=-r -;---("')-'=c., ~Do:::~ rz-oro ""l>(f) en VICTOR E.RIVA,ESQ. ~~P.O.BOX 115 ,C/ARlEROI.PA.15022 P.0.Naly Co.,425 Fourth Avenue,Pittsburgh,Pa.15219 -,\,--' .,..) IN THE COURT OF COMM:lN PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION RE:ESTATE OF MARY L.RODGERS, Deceased. ) ) ) NO.63 ...69..1503 R E C E I P T S-------- The undersigned hereby acknowledge to have received from the above entitled Estate the items of distribution hereinafter noted opposite the names of the undersigned distributees,being the same awarded by the Adjudication and Decree of said Court in this Estate, hich was dated April.27th,1970;the undersigned do hereby authorize and request the Clerk of said Court to enter full satisfaction of the records thereof for the items so awarded;and furthermore,the undersigned distributees hereby make no exception to the Decree of said Court and acknowledge payment of said items listed below from the Executor,and forever discharge said Executor from any claim whatsoever by reason of said payment. ". 23.00 Clerk O.C. RUSSELL MARINO,Clerk O.C. Clerk's costs, Receipt is hereby acknowledged this H1 \J $ I &day of "'z9,,-,~,,-------,197 . HARRIS G.RODGERS,son,liS residue,including cash and·' 12 shares Pgh.Plate Glass Co.capital stock,held in kind and distributed as such as the appraised value,1,53~.08 ReceiP;is hereby acknowledged this 2,&day of _f!2.......,;......A-.....,..y ,1970. Witness: LEROY F ~RODGERS,son,1/5 residue,inclUding cash and 12 shares Pittsburgh Plate Glass Co.,capital stock,held in kind and distributed as such at the appraised value, Receipt is hereby acknowle dged this eq day of rvJ tt-{/(J s,son 1,53lJ.0 ,1970. Witness: 2K~<4 F.Rodger MARIE RODGERS SIMkANICH,daughter,liS residu ,including ~af~~ndk~2 shares~Pittsbur~hPlate Glass Co.,capital stock,e ~n ~nd and d~stribute as such at the appraised value,1,53~.0 Receipt is hereby acknowledged this (0'day of _&-.....:~~~,1970. W.iness:~ Page 1 of 2 Pages '--,-'&:.,--.'".,.'."' IN THE COURT OF COMmN PLEAS OF WASHINGTON COUNTY.PENNSYLVANIA ORPHANS'COURT DIVISION :ESTATE OF MARY L.RODGERS, Deceased. ) ) ) NO.63 ...69 ...1503 R E C E I P T S-...-----~(Cont'd from Page 1) ,1970. 1,534-.08 $1,534-.08 F.Lawrence Rodgers,son RMAN C.RODGERS,son,1/5 residue,including cash and 2 shares Pittsburgh Plate Glass Co.,capital stock,held n kind and distributed as such at the appraised value, ceipt is hereby acknowledged this /Z day of .~~ •LAWRENCE RODGERS,son,1/5 residue,including cash and 2 shares Pittsburgh Plate Glass Co.,capital stock,held On kind and distributed as such at the appraised value, hereby acknowledged this /3 day of ~/J/t~'.4_1/--,1970. ,. \ Pa~e 2 of ~Pa~es t.. ,' ~.-',.: ~l 0 > ~ -t.:J Z m n !a n'....? 0 :J'" 0 c:III i it a 3 0 0 0 -t......::::....III " ., ~0 ~ -t.....:J'" := III ~~ Sto:) ~to:) to:) ~n t1Jt Cttnurt nf Cttnnunnn 'hus nf mus1)ingtnn Cttnunty. 'tuusyluuuiu.(frpqans f Cttnurt lJittisinn ESTATE OF Mer,.L.Rodgers, deceased. No.,_-~6..,J.3=-6""E§F-~1.,;J-5°u-:3;J------- In the matter of the First and Final Account of Leroy F.Rodgers Executo!, ADJUDICATION AND DECREE And now April Z Z 19.:rn-,this matter came on f~r heari.ng, audit and distribution at this session and testimony taken;and thereupon,upon due consideration therest the b~ance for distribution in the hands of the Ac.countant.is deter~i~ed to be $,093.0 and the account 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 hereo ,unless exceptions hereto be flied sec.reg.or an.appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account,_ Additional credit asked at audit Balance _ $12,284.$7 $7,693.40 Deduct Clerk's Costs &Receipts'--_ A1'torney -.,;V..=i:..=c;.;:t:..=o;.:r-.::;:E:...!.:-=.,R:;.::i:....:v..,::a:....-_ Herrie G.Rodgers,son,1/5 residue, cash and 12 shares Pgh.Plate Glass stOCk,held in kind and distributed the appraised value, including Co.capital as such at 1534.08 1534.08 1534.08 No balance Leroy F.Rodgers,son,1/5 residue,inclUding ca~h and 12 shares Pittsburgh Plete Glass Co"capital stock,held in kind and distributed as such at the appraised valqe,1534.08 Marie Rodgers Simk,nich,daughter,1/5 residue, including cash and 12 shares Pittsburgh Plate Glass Co.,capital stOCk,held in kind and distri- buted as such at the appraised value,1534.08 F.Lawrence Rodgers,son,1/5 residue,including cash and 12 shares Pittsburgh Plate G1ess Co., capital stock,held in kind and distributed as such at the appraised value, Herman C.Rodgers,son,1/5 residue,including cash and 12 shares Pittsburgh Plete Gless Co., capital stock,held in kind end distributed as such at the appraised value, No.63-68-1503 In re Audit of Account in Est!lJte of Marv L.Rodgers __ AUDIT',1 Jrartipr I 'fnr".J Appraraurr IF0R '.J Le.roy F.Rodgers,Executor --=_~11.........--~-~ l>rn::O (/)G")c:::;po_-__<':'"'=P l -(/)(f)::::0 Z-l-f""!""G)rn :..:..:I',,)E I 1 -l :::0 .r-.-....f"""":j.o ~:z~?"_.... "T --.........o p .~~:::;:t I Z -0'0l>(/) :::r f'.J (..0,...) (..0,...) .~ Victor "Riva Attorney ~2 ~11 t4r mnurt nf Qrnmmnn Jlrull nf DlIu1l4ingtnn mllunty ®rp4unll'mnurt iitrlllinn In the ma.tter of the Audit of Account in )~ Estate of .Maili'Y L.Rodgers, TO THE AUDITING JUDGE: 63 ....68 ....1503No._~::...:...:.=:.......::::..:::..=_ Enter__~m~Y:t--appearance for ----=L~e=..,r~o~y~F'-'-.~R~ol.,!,d~g~e~r£lsl_;~.........,E~x~e~c;.!u"-tb..J.!o.d..r~_ / N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with !upporting calculation of any interest claimed.Objections to an account as filed,shall be conc·isely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The wiflhin named Accountan't being duly sworn according to law,deposes and says that the above account as stated is true and correct as..he veri Iy bel ieve$. Sworn and subscribed before me this..e?z:U..... Wa1shington County,ss:I do certify that I have given legal notice 'to all persons 'concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs thereof filed to No..b3.-:..7(2.--:...~. .')/y\..lL Witness my hand and official 'seal this.~...011_.~.r. day aL----1JJ.D.l~-----fi-tr--9n-------;-----1970-02.A~-1JX....-!_.~LY\d . Register of Wills . I I ........::loo AU St,::l.L t.l/"f,:Ii,0 REGISTU:OF"WILLS ~,AShll NeT0IJ co".PA. FfLE*O~ ?70 .JAn ~3 r.n II Z7 .j .......r ..·11 .',-. ...;;,.....;-1'" ~./ ••j I ~I •I I •••I <',',~17""//-_,_""""\ :'" .....-".;::',:.,-.:-'.~. :c (? ..""-::-.,ccP .,7 '':;""c_""-:, '::"-s:I'""'~(1!tI "-"'r:i /1 "\",;_-'(-J'''. •'"'1111111",..' errnq!J~S!p JadoJd :>adsaJ s!~JnO)a4..L ..-. ------------------------------------------------ J 1\ffi~a;uit Ql)f 1fxerutnr Ql)r 1\~miui!itrntnr f'tau of 'mnsn1uania,}ss- C!!ountn of mas~in!ltnn - :!!:~C">Personally before me,the undersigned authority,a.~9.."!;.?-.EY.P..~.!.i:.S in and for saido::l:~~~~County and State,appeared ~.~E9.Y.~.~~.?.~g~_!.'.~who,being duly .. ~2;_.~sworn according to.law,deposes and says that he is the executor ~~~~M~~of the estate of .J 0-;,.I~~~----t1~E.Y.k.~Rg.9:g~.:r.!?deceased,that the foregoing schedules constitute axV>}>--~~~complete inventory and appraisement of the real and personal estate of.Mar;y.LA Radger.s , ",C)-f en d ~deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each~~~item of real and personal estate in the foregoing schedules are determined and stated by the undersigned ",~o ~to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of.~~a each item made by the above named Executor ..~a:l»." i's~wnd~ubsribed befor.e me thi;;;!.'f:f:tf/'\}~~. day of ,::':::::::/!.i.r --L)~'£............................~4!-f¥-L.~~E...\..~......(E·~~~u:to ·.':~', ADDITIONAL INSTRUCTIONS 1.An inventory must be filed wit~three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. S·.1 Original and 2 Copies and 1 RCRI-S4,Under $10,000;1 Original and 2 Copies and 2 RCRI-if S3,Over $10,000,including Copy of Will;1 Original and S Copies and 2 RCRI-S3,Over $50,000, including Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 " I lInnentnr!1 a~Appraisement of the goods and chattels,rights and credits which w~re :of ~EY.!1.:.gg.9:g~E.~.late of ~h~.r.b~.r.Q!.. Washington County,Pa.,taken and made in conformity with the ab07Je affidavit. Cash in Savings Account No.82~~at Pittsburgh National Bank, PERSONAL PROPERTY DOLLARS CENTS T 1 I, Charleroi Office,balance as of date of death-- - - - - "':$~,292 51 "0- One miscellaneous lot of six rooms of household furnish- ings--300'00 27 shares of capital stock,Pittsburgh Plate Glass Co., ,.@ 89 1/2/sh.I Certificate #P05023l,dated March 5,195~~- - - - - - - - - - -I IOneshareofcapitalstock,Pittsburgh Plate Glass Co.," 2,41-6 5"U Certificate #P680276,dated February 10,1960-- - - - - - - - -il IOneshareofcapitalstock,Pittsburgh Plate Glass Co.,_II Certificate #POl16690,dated Febr~ary 13,1961-- - - - --,-- 89 89 50 so One share of capital stock,Pittsburgh Plate Glass Co., Certificate #Pol~3~08,dated January 19,1962-89 50 50 ,01 '39 I' "I I: " II_ _ _ _ _ _ _ _ _ _ilIr ~_ II Ir .f$7 ,3J.7.--------- ---- --- $25.00 U.S.Series E Bond,Serial No.Q52~57~862£,issued Ii TOTAL-·-- - - - - - - value as of November 14,1968 of-- - - - - - December,19~~in the joint names of decedent a~d her late hus- band,Harris F.Rodgers,who predeceased her,having redemption Page 1 \ ~",f I ",,... \.,. '~ , /' \' ~ .r: .- .,/ (.I Inpentory and Appraisement .....IN THE ESTATE OF .....................~~!:.Y.!1.:B.9..g.g!?.!'.~;. Filed :,19 . " VICTOR E.Rl'il\,ESQ. P.O.BOX 115 CHARLEROI,PA.15022 _~ :-J -. \..'.,.,' I I. " :r -I ~ -, '. ( " -.~ --e: ~2 • RE:ESTATE OF MARY L.RODGERS,Deceased INVENTORY AND APPRAISEMENT REAL PROPERTY ALL that certain piece or parcel of land, lying,bein~and situate in the Borough of (CONT'D FROM PAGE 1) Charleroi,Washington County,Pennsylvania,and described as follows: Being Lot No.Three Hundred Twenty-eight (328),lying between Ninth and Tenth Streets,front- ing on the West side of McKean Avenue a distance of Twenty-two (22)feet and running back of even width to a Fifteen (IS)feet wide alley. Improved with a two-story frame house and garage. BEING the same premises which were conveyed by deed dated July 10,19s~,recorded July IS,19s~in the Recorder's Office of Washingtonc;onnty,in Deed Book 901,Page 372,to Harris F.Rodgers and Mary L. Rodgers,his wife,and upon the death of Harris F. Rodgers on the 5th day ofJanuary ,1959-, full title to said premises vested in his widow,,. Mary L.Rodgers,by operation of law7 ..._$9,000.00 R E CAP TOTAL PERSONAL PROPERTY-......-...-........-...-...$7,317.01 iJII'"".' ,~:TOTAL REAL PROPERTY - - - - -9000 .~OO TOTAL ESTATE _ - - - - - - - -$16,317.01 Page 2 ,. ."L,-:..-.., .'.,. , IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS T COURT DIVISION RE:ESTATE OF MARY L.RODGERS,) )NO.63-68-1503 Deceased.) I FIRST AND FINAL ACCOUNT OF LEROY F.RODGERS,EXECUTOR ~\ SCHEDULE A PRINCIPAL -PERSONALTY Receipts,$7,418.32 Balance transferred from Schedule B, Income-Personalty Account,Receipts,283.51 Balance transferred from Schedule D, Income-Realty Account,Receipts,42.00 I $7,743 83 Disbursements,4.459 2E .-$3,284 57 SCHEDULE B INCOME -PERSONAL~ ...:. Receipts,283 5] Disbursements,283 5] 0 00 SCHEDULE C PRINCIPAL -REALTY Receipts,9,000 OC Disbursements,0 OC 9,00Q OC SCHEDILE D INCOME -REALTY Receipts,42 OC Disbursements,42 Ol 0 OC . Balance,$12.28l!57 ., '. RE:ESTATE OF MARY L.RODGERS,Deceased. I.. I THE BALANCE CONSISTS OF THE FOLLOWING: PRINCIPAL ~PERSGNALTY IStock Pittsburgh Plate Class Company 60 shares Capital,$2,685 OC Miscellaneous Household furnishings,300 PO Cash,~ng balance of both Principal~Personalty and Income-Personalty and Income-Realty,299 57 $3,284 57 PR[N"(j[PAL -REALTY ReaYproperty of decedent,9,000 00 $12,284 57 . I, I -2 -~ "~...,..,.~• RE:ESTATE OF MARY L.RODGERS,Deceased. SCHEDILE A PRINCIPAL -PERSONALTY RECEIPTS Per Inventory and Appraisement filed, Srock Splits 30 shares Pittsburgh Plate Glass Company received to effect a 1 for 1 stock split on 30 shares, Refund from Medicare on Blue Cross Hospitalization, Cash after discovered among personal effects at home, Gain on Conversion of Item of Personal Asset: (Being $25.00 Series E US Bond having Serial No.Q524-574-862E) $7,317 o 34- 65 OJ DC 8C Balance transferred from Schedule B,Income-Personalty, Carrying Value, Redemption Value of same, Gain, $39.50 4-0.29 7C $7,4-18 32 283 51 .,."-,." Balance transferred from Schedule D,Income~Realty,. DISBURSEMENTS Administration Expenses: Russell Marino,Register of Wills,probate of Will,issuance of Letters and 2 short certificates,$ Washington County Commissioners,zeroxcopies of Will, Pennsylvania Bureau of Vital Statistics,4-death certificates, Russell Marino,Register of Wills,2 short certificates, Washington Record Company,legal advertising, The Valley Independent,legal advertising, Russell Marino,Register of Wills,4-short certificates, Charles A.Taggart &Co.,Inc.,stockbrokers'expenses in connection with transfer of securities of Estate,both probate and non~probate, Russell Marino,Register of Wills,filing fee of Inventory and additional probFte fee, Russell Marino,Clerk O.C.,filing fee of Account, Victor E.Riva,Notary Public,affidavits to Inventory and allied papers, Elizabeth J.Johnson,Notary Pub~ic,affidavits to Account and Audit Petition, 11 2 2 14- 10 69 13 18 1 5C DC DC DC DC 5C 00 4-6 00 00 25 50 4-2 00 ~7.74-3 83 I- Victor E.Riva,Esq.,on account of counsel fees, ;J _j~~"AmoYlJt forwarded,~;;,... 300 00 $4-54-2] - RE:ESTATE OF MARY L.RODGERS,Deceased. Amount forwarded, Preferred Debts: I Francis C.Slezak Funeral Home,complete funeral expenses, St.Jerome's Church,funeral mass and services, I Quinet Monument Company,lettering on headstone, Expenses During Last Illness: Charleroi-Monessen Hospital,balance on account, Dr.Umbert A.DeRienzo,balance on account, Dr.A.C.Dent,balance on account, General Expenses: Richardson's Agency,balance on account, I West Penn Power Company,balance on account, Bell Telephone Company,balance on account, Columbia Gas of Pennsylvania,Inc.,balance on account, The Valley Independent,balance on account, The Valley Independent,balance on account, Landrin Flower Shoppe,balance on account, Taxes: Russell Marino,Agent for Commonwealth of Pennsylvania, payment on account of Pennsylvania Inheritance Tax and to be credited,$1,000.00 ~ess discount for prompt payment,50.00 Actual payment made, Russell Marino,Agent for Commonwealth of Pennsylvania, payment of net Pennsylvania Inheritance Tax on five separate jointly-held savings accounts held by the decedent with each of her five children,and in each case the net Tax amounted to $23.73,for a total of, Russell Marino,Agent for Commonwealth of Pennsylvania, payment of net Inheritance Tax on a single joint savings account held in the joint names of the decedent and her five children, Amount forwarded, SCHEDILE A CONTINUED 454 21 $1,830 100 100 00 15 00 1,945 DC 48 20 78 00 25 00 151 2( 29 00 3 66 9 26 24 21 2 10 3 86 63 60 135 6( 950 00 118 65 92 39 1,161 0 ~ 3,847 1 ~ -. HE:ESTATE OF MARY L.RODGERS,Deceased.SCHEDULE A CONTINUED Amount forwarded, I Expenses Incident to Maintenance of Real Property Asset I of this Estate Reported in th~_In~ent~r~and Appraisement: Richardson's Agency,house insurance, Malcolm L.Morgan,Washington County Treasurer,1969 county tax, w.Ross Allen,Tax Collector,1969 Charleroi Area School and Charleroi Borough Taxes, $21 00 46 43 180 93 ~3,847 14 $4,459 26 Columbia Gas Company of Pennsylvania,Inc.,heating service Rum death of decedent to sale of premises (January~$36.50; February~$36.22;March~$31.27;April-$28.07;June~$18.68; and November-$7.86)for a total of, West Penn Power Company,electric service from death of decedent to sale of premises (January-$7.47;February- $4.45;March-$5.12;April-$4.91;May-$1.91;June~$4.40; August-$3.29;October-$2.81;December-$3.81 for the year 1969;January-$4.01 for t~e year 197~,for a total of, Bell Telephone Company,phone service following date of death of decedent to sale pf premises (February-$3.20; March-$3.20;April-$3.20 for the year 1969),for a total of, Authority of the Borough of Charleroi,water service from date of death of decedent to sale of premises (January~ $5.50;April-$5.50;July-$5.50;November-$5.50 for the year 1969)for a total of, Miscellaneous due to Erratum: 7/22/69--Paid to Charles A.Taggart &Company,Inc., Stockbrokers,return of dividend payment with respect to Allegheny Power System Stock jointly-held,erroneously paid to the Estate on April 14,1969, (See Schedule B,Income-Personalty,Receipts) SCHEDULE B INCOME -PERSONALTY RECEIPTS 12/27/68--Pittsburgh Plate Glass Stock Dividend Check,$ 158 78 9 6C 22 OC 21 OC 480 131 92 20 51 Allegheny Power System,Inc.,Stock Dividend Checks: 1/8/69, 4/14/69, Bell Telephone Company,refund chargeable to income, DISBURSEMENTS 131 2( 131 2C 1 $283----+~ Balance from Schedule B,Income-Personalty Account,ReceiptE transferred to Schedule A,Principal-Personalty,Receipts, - 5 - $283 51 -.-, 0- -----------------------j I RE:ESTATE OF MARY L.RODGERS,Deceased. SCHEDULE C PRINCInAL~REALTY RECEIPTS Per Inventory and Appraisement filed, DISBURSEMENTS None, SCHEDULE D ~~NeIDME -'REALTY RECEIPTS $9,000 00 o 00 Margaret Mazanet,7 months garage rent, DISBURSEMENTS Balance from Schedule D,Income-Realty Account!;Receipts, transferred to Schedule A,Principal-Personalty Account, Receipts, - 6 - $ $ 42 00 42 00 '-1- ----. Swor~and subscribed before me this ·.' '~"Washington County Repo~ 6'3''SOU'RT=M=A=FN=BT'R££-f Washington,Pennsylvania (PUBLISHED BY 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 ) STATE OF PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,bcing duly sworn,deposes and says:that he is 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 COVNTY 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 of said County.dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisemcnt,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates:/' ....!?~.~~~!?~~~.I J.?.I J.9..'-..).9..§.~. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of ,hi,"()C;;l;:/7!!.:25ra:.~'. ~.Editor ....19:th day oL D.e.c.emb.er ,196 8... .........ta..4!.kt.j;.r.~...~....{/~.~~... votary Public KATHERINE C.YARD,Notary Public Washington,Washingbn Co.,Pa. My Commission Expirils NovemlJer 1,1969 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. • • • • •• • • • • • • • • • •• RODGERS.MARY L.,Dec·d. Late of Charleroi,Washington Coun-ty,Penna. Executor:Leroy F.Rodgers R D_#2,.Box,204,.Jy.J:onongahela,_pE!nmi.. "Attorney:Victor E.Riva,524'Fal~field Ave.,Charleroi;'Pa..- tl:i ,,II .., "" , ~1, ... .J Proof of Publication of Notice in The Valley Independent Under Act No.587,Approved May 16,1929,P.L.1784, as amended by Act.No.51 of April 24,1931,P.L.67 State of Pennsylvania County of Westmoreland }ss: Personally appeared before me William H.Pore,Secretary of Mon Valley Newspapers,Inc.,a Penn- sylvania corporation,publisher of The Valley Independent,who,being duly sworn,deposes and says that The Valley Independent is a daily newspaper of general circulation in Fayette,Washington and Westmo'reland counties,Pennsylvania,and elsewhere,published in the City of Monessen,Westmorel'and County,Pe~nsylvania,that it was established June 28,1902,since which date The Valley Independent has been regularly issued in said county,and that a copy of the printed notice or publication is attached hereto exactly as the same was printed and published in the regular editions and issues of The Valley Independent on the following dates,Noyember 29,1968 December 6 and 13,1968 " CHARLES n.:'Nota~ry :Pul)iic"'lic Moness~nt \""".I.e'~.~_.o-..'".'.,I'L... ~.~y Ct ....l.,;·....':xplres' 1~1l"':;::,~a1;My commission expires COPY of NOTICE ~~a;on the est~te of 1M~ry L.Rodgers,late of Charleroi,Washington County,deceased,havingbeen.granted by the Register of Wash·Ington County,notice Is hereby given toallpersonsIndebtedfasaidestatetomakeImltledlatepayment,and to thosehavingclaimsagainstthesametopresentthemwithoutdel~y to Leroy F.Rodgers,executor,R.D.#2,Box 2Q.4,Mo·nongalle/a,Penna.Victor E.Riva,at·torney,524 Fallowlleld Ave.,Charleroi,Penna.•11;29.12;6,13. Affiant further deposes and says that he is General Manager of The Valley Independent,a dally n~spaper of general circulation,and as such is authorized to verify the foregoing statement under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertise· ment,and that all allegations in the foregoing statements as to time,place and character of publica· tion are true.~_.,...,.:.)7 ~_ STATEMENT OF ADVERTISING COSTS: Victor E.Riva,Attorney at Law 524 Fal1owfie1d Avenue Charleroi.Pa,15022 TO MON VALLEY NEWSPApERS,INC.,-DR. For publishing the notice or advertisement attached hereto in The Notary Valley Independent on above stated dates $10.00 .....".~,....$__•...:::.5_0_ ,., Total $10.50 PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Mon Valley Newspapers,Inc.,publisher'of The Valley Independent,a daily newspaper of general circulation,hereby acknowledges rece.ipt of the aforesaid advertising and publication costs and certi- fies that the same have been duly paid. MON VALLEY NEWSPAPERS,INC. By "'-- '. 4 IN THE COURT OF COMMON PLEAS OF ,,'ASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION NO.63-68-1503 IN RE: ESTATE OF MARY L.RODGERS, Deceased. COpy OF LAST '~lILL AND TESTAMENT I hereby certify that this is a true and attested copy of the Last "'ill and Tes:ament of Mary L.ROdge~/ec7r J-/1-177 d VICTOR E.RIVA,ESQ. P.O.BOX 115 CHARLEROIL PA.15022 P.O.Na1y Co.,425 Fourth Avenue,Pittsburgh,Pa.15219 .'td ,.0J Na1-~NIII S'IA\ S111 M .:!0 ~:~;J SI ~3ilo~;I (;..__':'Sr:H ££2 ~Jd L~HdV 0L ta-'-~J ,-~"_,_J ,J •. .. -~,'~"'V- ..,. ..1--__•.:••'.".."'..-................:.•.1,.,,·__.,10...._.-••~.,.;.;.......~'~~A'•."'....-..__.:...:.__•..:.--".;~.;;.~._...-.,;,,~.•~->.,)."...'>~.". L\ST WILl.AYD TESTA·:'"S::·;T I,'FAlY L.}ODGE:1S,0':the Borou::;h of Charleroi,Was:1ington County, Penrlsyl'l~niR,being;of sound mind ::;,nd !'ile':'.ory,do here'::>y make,publish,B.nd decb.re this to 1::e r.J.y Last Will 3.r:d Test:J.ment,in m".nner?ndform following, > he:'eby revoking ~.r..y ;'iill or YEills heretofcre n:.J.de by!'ile. \ ITRST:I direct tha.t all my just deb.ts and funerai expenses be fully paid ~nd satisfied as soon ~s conveniently nay be ~fter my 6ece~se. SECm!D:All the rest,residue,~l1d rCD::4inder of my esb.te,re:..l, person:;l.l,v.nc mixed,whe~'esoever situ'lted,of which I r.lU J'die possessed or to V/hich I m:ay 1:::e entitled 'i.t the tirn.8 of my de;.tL,I give,devise,').nd 2e:j,ueath th~S3-ne to my hus,!:;;1.nd,Ei\.;::>.?.JS :c.~(ODGER.S,for 11is o";;n proper use :;l.nd 'cencfit forever;however,in the event "1Y s:'J.id husb:J.nd should rrec~.ece;;tse :ne or in the event my huscand .:J.nd I S:'lOl~ld ':Jeco:o.e deceased si.."1l.ultJ.~eol1s1y,then i~such case I r-;iHl,<ievi se,:md ;~equeo.t:--l !:Jy sD.id residu').17 ~st',l.te her2in cre::tted un- to ny son,liA':TIE:G.~OLG3,:(S of Corning,:"ew York,a one-fift~l si1:J.re thereof to :n::son,LE10Y?RCr.GE:?S of ?dlo'.':field Township,','roshine;ton County,ronn- Sylv;;l.r..i:a,0.one-fifth sr~:?"re Hereof to :n.y dD.ught~r,?~A]IE 1('\r;GE~S Sn'KA..>~IC;:I of Lynwood,~';'o;J::r;inston TO"Ivnship,?:J.yette County,P,::nnsylvo.nia,a one-fifth sho.1'e t::-:ereof to ~y so~,?LA";F~:~CE J.ODGE'1S of ChG.rleroi,i'i::::shin:;ton County,Penn- sylv:;\,ni~.,~.nd a one-fifth sh".:re thereof to my son,:-=:ST!:.A~·~C.]OI:G.8:tS of C::-.;:.rleroi,7fashin.ston County,Pennsylv:J.nia,for t~le pro?er use ~;:)d '''en€:fit of e'A.ch. In the ever..t Ct::~'of ny chil(~rc!:to ,,;\-;:orr..I tl?y ;l'.'."7e ~,~de 10~.l1s of no~~y,are still indebt8G to me :,.:v the ti!:1e of rr:."J'de'J.t~,t~~.c::.}".is or ~:'l3r dis.- event ~y said hus~~nd is u~~ble to so act for any re~~on w~:atsoever,I then I ii'II I!j. :1il "! ·~1J.k e,constitute,..J..n ")!JOIn,,~.:; and Test~~ent,my Bon,LS~OY ~.~0C~E~S,Rbove n~ntioncd,and ~o serve in such c~pacity ~ithout t~e re~uirc~Fn~o~:ilin!~ny bond. siDuf .•.b-;,,'.'....'~-... miAidMZLt:ZRi!wte [, ...., """";." ... ,'.:--.t,.,0:,.::.,~'.;.•~.:.":"...,'. have hereto suhscriccd'm,y Nl.me and affixed my s03.1 the jl{diy of Jtlly,in the ye~r of our Lore 1954. Signed,se'ilcd.published,and cecbred b:;t::e Clbove r:r.",_ed :·.:.:\RY.L. RODGEQS o.s JI.!:Q for her ust ·Will.'.nd Tesb;;;,':mt it;.t~te ?reser,cc of us,"rilo h~~e hereunto su~scribcd our n~meS at her request as witnesses thereunto,in the presence of said Test2trix,~~d of e~ch other. JttPC<Md 1.~_ UT~ ."