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Home My WebLink AboutOC1969-0007 - ESTATE OF MCKEEVERPETITION SUR AUDIT Testate For~ IN THE ORPHANS' COURT OF WASHINGTON 'COUNTY :Estate of ... ~AMES .. F..'--M.cJSEMR.,· .. .aka .. JM ... F .............. __ No ... 63~6.9~1. . .ef .. l.9.69-----·-··-----------·····-····-·· • McKEEVER aka JAS. F~ L. McKEEVER 1··················'····························-·····-·······-·-····----···------··-·-··----· ·Fiduciary ... WlJJ.JA:M.J:. ... ..MAHER ............................. . Deceased ;Date of Date of :Decedent's death .... P.~cember .. 9~ .. 1968 ............................. Grant of Letters ..... Janna.ry:.3., .. 19.69 ............................. . iThis is the .... .f.fr..S.t· . .and .. final ........................... _. ............. account filed in this estate :If th~r~ have been .former accounts filed in this estate, list file number or number and term ..... no.ne ...................... . ·---------------·--------------····---------------·-----------------------------------------···-----------·-------------------------------------------------------------------------------· 'Election to take Date Election Place of; :Under or Against will. (cross out one) none Filed ·········-··-··-·-·--··········-·· Record "············-·····--·--------·· .Name .. of surviving spouse .... JlO.net ........ ______________________________________________________ : ____ : ___ : __ ·--------~----------------,--------------------·--------· List issue, where material: NONE Did decedent marry after execution of__'!_Vill? (indicate) Yes. No. Any children born after execution of will? (indicate) 'Yes. No. If answer yes, name them ..... no. ............................ : ________________________________________________ _. ______________________ -------------------· --~---:.· .............. ----------'--------------................ --------...... --------.............................................. ---............................... --------------------.................................. --........ ----.-:--........ -~.-.... --............ -.-. ·Legatee!! I ' •Executor For F{oly ~sses , Josephine A.. Charney ,Annita E. McCartney :Charitable Cause ; .. :List, if exceptions to above: NONE If partial intestacy, give facts: NONE Adeemed: Relationship none·· sister Revoked: Interest ._, $1000 .. 70% 25% 5% Lapsed: . -. Fiduciary, if deceased or not sui juris sui juris sui juris Abated: Give Cause: ;·Notice to interested parties. Have all parties, hqving either vested or contingent interests and all crediors entitled :to notice (Court Rule No: 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account .;and of call of a!Jdit? Yes.· DK . . '• . !t'.. ·. • . ' • . '• > ·If any exception give cause: .... m~~~---------------------------------- \Fil~ cop~ of Notice , 6rd date of mailing.-, _____ ,_Oc:t.ob.e.r..-?2,.-.J.~6~---.~.~-··· .. '--··-····-----··;·:··-·-----------------···---------··-----·---·---------·-,----------·------------· / Is estate subject to the filing of q Federal Estate Tax Return? ...... ~9.. .................... :.:.'iL.~ .... ~.: .......................................... . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .. l52.0.ot.OO ........................................... . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . NO Give Names and addresses of 'oll'·uhpoid creditors who ore legally entitled to notice, tog.ether with the amounts of such claims; state whether they ore admitted to be correct; and whether the clai·m is denied. NONE. Give reference to such ports of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: NONE Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: Russell llaril'lO -/:~::::/~ ~ Total additional credits (Subtract) "' Balance for distribution $ ................................... . I c,-,u;, ca; ~-········· $:l2.,5B2 .• .S6 ................ . /"l-~~ r cJ<) /I {)</6r~F -~ 12.«~-~ ······--·-------- If balance for distribution is not in cosh, list each item held in kind, giving appraised Value (or distribution Value); .'/ AJ.l. in cash. ~- "---------.......... _ ... ____ ..... _.._...;:....., _____________________________ ~·-~ ~-------~-- .· If Family Exemption claimed by Petition, give place of Record: ... .l10ll~----------------------------------------------------------------------- If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ..... no~------·'·:··-------------------------- List any advancement or distribution on account that has been made, and nature and amount of same: NONE Suggested distribution of balance shown, both as to principal and income, attaching signed and itemized elections ·,to take in kind if balance is not in cosh: residuary shares being stated in proportions: Ex~cutor $1000.00 . for Holy Masses Josephine A-. Cp.aney 70% of net balance ' Annita E. McCartney 25% of net balance Executor 5% or· net balance. .. ....,. for charitable causes COUNTY OF WASHINGTON, 55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary. or representative thereof, being duly .... mn~r~------------------------doth depose and say t~at the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best oL ..... his ................... knowledge and belief. S~B-----------------·-·:··--------------to and subscribed before- Tjtle of- Office -.. -:-··:.~-.:~----·-.-· ..... .: ....................................................................... . . ................................................................................................................................. .. .-·~ .. -. ' No. . .•. 6J.~.69.~.7. .. o.f .. l~69 ........................ . Estate ofJAMES .. .F. ... ~R~ .. aka .. J.AS .. F ... ~ -·- McKEEv.ER. .. aka .. JAS .... F .... ~--MciEEVER---···· • u. Deceased PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December .3-f 1951, being rule No. 9: paragraph b-e; and _divisions thereof: shown on pages 23-24 . . 1. Written praecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. Proof of service of above. 5. Letters Testamentary or Administration C. T. A or an attest copy of Will. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 1 0. Copy of Fe de ra I Estate Tax return if es- tate is subject thereto. A. V. CAPANO -------...... -.... --.--.... -.. -.......... --........ ---........ -.. --.. -...... ----............ --.. ----.. ----. Attorney ~2 F--1 LED 1970 ,y, \1 8 Ai·l 1J : 3 9 ·:. ; . fiUSSI:LL t1ARINO. Rf.GlSTEH OF WILLS 'I I '\ . (, .( -_,-""'i:if' .. , r '. I PHONE FRONTIER 9-5560 A. V. CAPANO ATTORNEY AT LAW 721 McKEAN AVENUE DONORA. PA. December 5, 1969 Mrs. Annita E. McCartney 16.39 Demison Avenue Pittsburgh, Penna. FORMAL NOTICE In Re z Estate of Donora 1 Pa. 1 James F. McKeever, Deceased October 22, 1969 . You are hereby notified that the undersigned fiduciary has fUed with the Register of Wills of Washington County, Pa., first and final account in the administration of the above estate and that the same will be presented for confirmation and for audit, if no exceptions are filed thereto within the period provided by law. \ Please take notice if you have a claim against such estate, either as creditor, heir, devisee or in any capacity whatever, which has not been paid or satisfied, you must take such steps as you may consi~er proper to adequately protect your claim. The filing of any proof \or statement of your claim with either the undersigned or the attomey for the estate does not relieve you of the responsibility of protecting your claim. Ver,y truly yours, ·\ Attorney for \ 11 I I ' ~- . ' .. .. . '· '. . . l • ·~ ..... ·~ .).·-.,.~-.. ·. October.22, 1969 ·. t John E. Costello .Attomey at Law · · ·• 418 ·Wash!~ ton Avenue Charleroi, Pa. ·1~022 Dear Johna '' . . .. . , ·' Encl~a~d is a· co filed in the' Esta ~--~t It will be on· ...,. ... ,:r-.. !"'~-... ,.. ·.Very truly yours, •. ... ' '' a~v. 16 · .· ··. : · .. -·A~·v. Oa~ . . · -·' , \.r . ·.i 'I· . .. ! J • I lu tlft <1tnurt nf <1tnmmnu Jltas nf lfas4iugtnu Qtnuuty. Jtuusyluuutu. ®rp4nus' <1tnurt lltttistnu ESTATE OF N 61-69-7 0-·---~-~:.L_:::_.L.-_______ _ James F. McKeever a/k/a Jas. F. McKeever, a/k/a Jase F. L. McKeever, Deceased. In the matter of the First and Final Account of William J • Maher Executor ADJUDICATION AND DECREE And now January J{; 191Q_ this matter come on for hearing, audit and distribution at this session and testimony taken;' and the;eupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $ 11 Oh6.98 and the account is accordingly confirmed; and it is ordered, adjudgeJ and decreed that the said balance be paid out by the Accountant in accordance with .the schedule of distribution hereto attached and mode a part hereof, unless exceptions hereto be ftled sec .. reg .. or an appeal be taken herefrom sec. leg. j SCHEDULE OF DISTRIBUTION Balance per account: _________________ _ Additional credit asked. at audit Balance: _____________________ _ Deduct Clerk's Costs & Receip :o__ ____________ _ Attorney ___ Atu..• -lVuaL-J.tC~ap~anSLU.o'------------- William J • Maher, award under Paragraph First of the Will, Russell Marino• Agent, transfer inheritance tax, 15.36.00 1000.00 ·=~ $ 12,582.98 $U,o46.98 $9,972.54 ) Josephine Ae.Chan8,f1 legac.y of 70% balance, 6980.78 fJ~. i/3. 9'1-eJ..-.;1-70 ,991.~1 ~ Annita E. McCartney, sister, 1egac.y of 25% balance, Roman Catholic Diocese of Pittsburgh, residue as set out in Paragraph Fifth of the Will, No balance .... .. v / ~-,. :!:.. :rr~-~ U t... g u r.. r· · .. No.---,-------,-------_:_U~f C f""":.:). ''=· .-JrJ; _ln. the matter of the Account of of ES'tate of 1TJ J~N ?6 PH LJ 08 . · F-?Uss.tu ... MMiiNo 'ReGISTER Op WILLS·.., ~~ASHtNGTON CO.; PA. ~bjubiratinu nub ittrtt "\ i--"')\'i-- ~2 ... ' ~;I ~ '· ~ ~ • <.1 ... ,. ·'. '-' c o/ '-' .. ., , . <.1 v .... <) v .. •' ' : t 3 7-/ 7o?, .J> j. /. •.i Form RCC-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF R~VENUE BUREAU OF COUNTY COLLECTIONS -·-· RESIDENT DECEDENT COUNTY OF .... WASHINGTON ................................................... .. I~WORTANT: This return must 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 . t.he_Inq~rit!lnce .. ~n!I.E.!:!t!lte .Tax J\ct of Hl61.) IN THE MATTER OF THE·ESTATE OF 1 James F • McKeever, a/k/a AFFIDAVIT OF .Ias._r~lolclfe~.!r;·;~;~~;;,;;;;;;;;;·---------------~ Late of ........ Charleroi., .... Washing.ton.......................................... County . ss: State of ........ Pennsylvania .................................... , ......................... } County or W::~:~-~=~:::: ____ ~4-~--~---~-~----~ ~ of the estate of the above-named decedent being duly sw n, depose and say Name and address of attorney or} other authorized representative to ...... whom all correspondence should be . mailed. .... A •.. V ...... Capano .................................................................................................................................................................................................................... . . . .. 721 McKean Avenue, .. Donora,. Pennsylvania ............. .. That as such .. ~~~.Qytg.r. ......................... deponent is familiar with the affairs of said estate and the property con- ( Jo:x.,ou tor·A<lminislrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in ·decedent's individual name, with right o! 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_DEC~DENT That the contents 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 Schedule A attached h,ereto and made part hereof sets forth full v and in'·detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date,. rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. · That Schedule 8 ·attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day. prior to decedent's death in tJ:!e case of~s'avings banks, arid· to the date of decedent's .death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in- debtedness of· tlie United ·states to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereof, or of •. -# ,.,. • • I - ) lo ,.: any foreign country, which ~re owned at the time of death; all wearing apparel, jewe~ry; silverw~re, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boa'ts; and rmy and all other personal chattels of whatsoever kind or nature, left by decedent, together with ~the falrly estiniated market value thereof; all bonds and mortga~es held by decedent and of all claims ~ue 'and: owing decedent • • -• ... .J at the time of death, and all promissory notes or other instruments in writing for ~he payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, ir···~y·; ,"glvi~, th~ face f • ~ 0' 0 , I '\ value and estimated fair market value thereof, and if such estimated fair market valu?, b.~ 'le~s ~ttan 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 a·ccrul:!d itttl:!t'l:!!lt thl:!t'I:!Ott tu th@ dllt@ or dece- dent's death and other investment securities owned by the decedent at the ti~ or 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 inarkllt value thereof, any other property owned or bequeathed by the decedent at the time of death. · The Schedule C attached hereto and made part hereof sets forth a true ans-wer to ·each 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 possess1on or· enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom tr.ansferred, ·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 c~se· of t~ansters intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a co~y of the deed, trust agreement or other instrument creating the trust. Thero~ is also set forth in said {;• schedule a list of all property, real and personal, with its value, which pa!:l:seS':"S:tl~decedent' s death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrll!'len~ 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 decedent's deatn, the nature of their res- pective interests, their relationship, if any, to the decedent, together wtth 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 estate and the date 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 and tmpaid at time of ~ . death; taxes accrued charge.able for period prior to decedent's death. (except. those. allowed under Section 651 of the Inheritance and 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", "B", "C", "E", and "F" as directed therein,- have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ................................ . ............. 5.th. ............................... ~ay of ....... ,~: ... , ............................. 19.69 ...... . ---#~~-. ············--- ( . '· RlliRr ~. MOTARY PUILIC ! IONOilUOROUG!I, ~i:~5HINGTON COURTY ( E:x:ecutor--.ltldl:mtldslbm- .......... 624 ... WashJ.ng-tG-n .. A.venue. .................................... _ ...... .. (Street Number)· .......... 9.~~:t,'~~-~.'?.~.t ..... ~~P:~Y.+.Y.~.~~ ......................................... . (City or Town and State) .. l -IJNI.\fJ.ttssiON EXPI.flfS FEBRUARY 11. 1971 NOTE: Befpre signing affidavit ~aKe sure all blank spaces in the affidavit and schedules annexed are filled in ~ith 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 th~t column #1 in the "Summary" has been properly completed as above-directed. RCC-34 (1-154) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT. \ ... \ SCHEDULE "A·"· ·REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon ea~h parcel at death of dece- dent. Where property heid as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the .de.cedent· as tenant in common with another or others, should .be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo(lwealth of Pennsylvania should be (1) (2) (3) described by lot and block number, street and street number, together wl th Dt;PARTMENT a general description of the property, with a reference ta the record af the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encum~rances upon each parcel at death DECEDENT'S. MARKET VALUE (Do not write of decedent. Taxes, assessments, accr.ued Interest on mortgages, etc.,are DEATH In this spoce) ta be listed on Schedule" F" and must not be d.educted from this schedule. : ' I NONE- ' I ' I ~ . ,_ I . • ; ' I . . ' . ·• ' : ' . , . ... Insert this total opposite "real property•', Schedule "A" in the X X X X X "As Reported" column on the last page of this return. I RCC:-35. ·CQ~ONWEALTH OF PENNSYLVANIA . TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY f. INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Inta~gible personal property, titled in the name of the decedent, but· 'payable at death to another or others, including but not limited to P.O. D. U. S. Savings Bonds and tenta- tive trust accounts,. must be listed, despite the fact that they are not of. the administered estate. Tangible .personal property should be listed .first (e. g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, ' . . stocks, ·mortgages, notes, together with accrued interest or dividends, salaries·or wages, insurance pay-, . :able to the estate or fiduciary in said capacity, partnership interests, interest in 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 1 First National Bank of Charleroi Checking Account 2 , First National Bank of Charleroi Savings Account #5470 '3 First National Bank of Charleroi Savings Account #10204 4 Ohio Edison Company #AK92497 6 shares common 5 Ohio Edison Company #AK15962 6 shares Common 7 1 Admiral Portable T. V. 8 Lazy Boy Gold Mines Co. • Certificate Nos. 728 to 731 Inc. 350 Shares Capitol Stock 9 David Buick Carbureator Corp. #3476 300 Shares Capitol Stock 10 Western Mines Consol'inc. #308 · ioo Shares Capitol Stock 11 .Ulegheny Mt. Silver Fox Corp. #2 30 Shares Capitol Stock 12 Day Oil'& Gas Co •. Ltd. #2rt70 2 Shares Capitol Stock 13 Bauner Cons. Mines, Inc •. #Iu.l 50 Shares Capitol Stock 14 C - 7 ·Radio Corp. #49 80 Class A Stock 15 C -7 Radio Corp. ·#56 40 Class B Stock 16 Motorkool Gasoline·Corp. #5 100 Shares preferred Capitol ' 17 Interstate Chemical Foundation,··rnc. Certificate. Nos 1217 to 1224, Inc 3700 Canital Stock Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" colWTUl on the last page of this return. UNIT ESTIMATED .DEPARTMENT VALUATION VALUE MARKET VALUE (Do not write. in $29 1/ this space) $2102.89 ~ 2003.21 ') ~ ~ lA'''I- 13309.24. ) . w 174.75. 29 1/ 174.75. No value No value No value No Value No Value No Value No Value No Value No Value No Value X X $1*92$.~~ l1, 9 J. 5"· y'( COmfON'I'EALTH OF PENNSYLVA.N.IA Trl\.NSFER INHERITANr~ TAX ~SSIDENT DECEDENT SCHEDULE "C" TRANSFERS (1) Did decedent, within two years of death, 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) __.n~o ... · __ _ (3) If the answer to (1). or (2) above is in the affirmative state: (a) Age·of decedent at time of transfer----------- (b) State of decedent's health at time of making the trans fer. (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) __ ~no~----- (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) ________ _ (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) nn (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no)~n~o~------ (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others ________________________________________________________________________ -7------------ (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) --~n~o~--- (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was subject to change, because of a reserved power to alter; amend, or revoke, or which co11ld 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 th~ decedent alone or the decedent and others? (Answer yes or no) ______ __ NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of tran:sferees 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 Insert this total opposite "Transfers", Schedule "C" in the "As Reported" colunm on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. ·Only) RCC-38 .. ~ I:CMMONWEALTH OF l'ENNSYLVA.NIA THANSFl~Il INHEIU'fANCE TAX RESIDENT DECEDENT ' ~ .:. '· I . ,, • .• : , SCHEDULE "E" JOINTLY OWNED:PROPERTY INSTRVCTIOl\"S: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, ·including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated 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. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Description of Property, Date of Acquisiti~n, Name I Unit. Address and Relationship of Co-Owners, and Place Value of Record of Instrument, where Real Estate. 1 · Percentage Estate Share Valuation NONE \ DEPARTMENT VALUATION CAUTION~Do not Write In This Space. Value of Entire Property Value of Decedent's Interest ---------------------------·--------------------J------L----------~~------4-------------+----------Insert this total opposite "Jointly Owned Property", Schedule -"E" in the "As Reported" column on the last page of this return. h RCC-37" t1,~t:.~3) COt'iil\l'ON~\'EALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ,,. BENEFICIARIES AND ADDRESSES· I· State full names and addresses of all who ave an interest, vested, contingent or other· wise, in estate) JnRAnhinA A rn-v -r--~ .. -Charleroi. Pa .. Jl'l' .. Annita. E •. Mt!CA.-'""'--' 1639 Dennison Avenue ~ ...... _'-... _PA -...-, Far Cha.,.; +.:th1"' Pt1 ~ ' . " . SCHEDULE "D" · BENEFICIARIES RELATIONSHIP (If step-children SURVIVED DATE INTEREST OF or illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE · forth this fact.) OR NO BIRTH J vea of aa-e 701, """" aia+.c~.,. ves of' a.at11 ?C::~ C:CJ: .. -. .;) .. .. -,_ : . -. -' ' .. . . r '-. .. Deponent further says that all the above-named beneficiaries are living at this time except below: ·- NAME DATE OF DEATH RESIDENCE i• NOW '- _' .. ; Will Administration ~ No ............. . IS THE Year .......... .. ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF JAMES F. McKEEVER, a/k/ a .. JA.S ..... F ..... McKEEVER., .. e.tc ...... Deceased Late of ...... CHARLEROI .............. .. County of ... WASHINGTON ... Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ .-:>.. :0 (tl rn··~ ::x:oc:: _{f;cn :a: -t (/'l ~rt'l·~ -t :;;::j·,...., Q. ~-~ :::·0 ~ "'i'(l'~ . l;J.. ;;ro.·~ ~ v-. ,__ ~~·~ .... ~-0 ..,. .a, .C.O ·.::zc ::X:.. :::t::t -..., :::::.· . .::l: a· < ~-¥ i t ~ ---~~-~.t! co ... ··~~~!tii A. V. CAPANO " II -.- / ( II ~~ ', . ~-; II II (Executor-Administrator II I must co~plete "As ,, Reported" column #1.) • /') 0 ..., '"d ~ ···II . ... ... (1) (1) 0 II> ... II> V) ::I 0.-V) V), ,, ..... ::I '"d ..., (1) e. ... ... 0 II> V) >< 1-0-g II> C"' ... ... en-.g ~ trl' (1) ... ,... V) '< ,... II> ..... (1) II •i (f) c: ~ ::::: > .. . . ~ --->-<: w ci> (f) (") (") ;:r ;:r ;:r :·· q ~ ~ --- ~ ~ ~ ~ ~ ~ i-1 g ~g > ~: ~: i 1Si V) ~_.:_ \1\: \1\: (1),_ • • 'g-(:X) (X) \0 '00 :4. (1) c.. - ·~ ~ ~ ~ * ~ ,.: N -II .... \\_J : '<: > :.~. :r. ·' ~ 0 ~:, ~-11 "'' \ r. tv ;\., ': ..,_ 3 h ~~ :J r. II •' ~ ,, c.. ~ (\ .. ,..,. . . RCC-81 (2-64) COMMONWEALTH OF PENN$YLVANIA . DEPARTMENT OF REVENUE. BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT REV. WILLIAM J. MAHER· (Executor ~ IN _YOUR REPLY PLEASE REFER TO ,7_172_8 In Re: Estate of ____ ..::.J:.:.AMES=::........:F~·:_.:.:M~c:.:.KEEVER=:.::~a~/!!:kL.:./a~-- _____ W..:.:.:A~S~H!::I::.:N::::.G~TO:::.:N~----County -File No. 63-69-7 Dear Rev. Maher: You are hereby notified that the original appraisement in the estate of James F .• McKeever a/k/a has been filed in the office of the Register of Wills qf Washington County on April 2 , 19.2.2. Said appraisement reflects·. the following valuations: Real Estate --~------------------~~~--- Personal Property __ ~-=17~,9~2~5~·~\SU~~~~----- Transfers _________________ ~~~~~-------- Total _______ ~l~7~·~92~5~.~~eu&··~· __ _ I As to such tax that is paid within three)months-from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the· rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ____ ~A~p~r~i=l~2~·~1~9~6~9 ___ _ Signed_a£ ~~ a /h)'f Title W .R. CHANEY, CHI~ ~RAISER DATE OF DEATH: December 9, 1968 Note: This is not a bill. McKEEVER, JAS. F. ·~ • ';'CC•39 (6·67) JAMES F. a/k/a McKEEVER~ FILE # '63-69-7 · · December 9, 1968 ·:oM~ONWEAI. TH OF PENNSYLVANIA T-RANSFER INHERITANCE TAX RESIDENT DECEDENT .. -· .. . -. -,. SUMMARY FILE # 63-69-7 TtEPOH.T OF INHERI1'ANCP. TAX APPRAISER I~ the unrl.ersigned rtuly appointed Inheritance Tax Appraiser in and for the County· of # 63 Washington , Pennsylvania, do respectfully report that I have appraised the real and personal property as re~orted in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A"1 "B", "C" and "E". Dated: 04-02-69 12-09-68 llEPOR.T OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for------------ County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts claimed by deponent, except as to those i terns where a greater o-r 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 INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Ileal Property (Schedule A) Personal Property (Schertule B) Transfers (Schedule C) Joint-Held Property (Schedule E) $ ·-$ ·-$ ___ -.,....-.:___ 17,925.84 ·-17,925.84 ·- TOTAL GROSS ASSETS LE~S Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ESTATE T~~ ASSESSMENTS 17,925.84 ·-17,925.84 := =======·-======·-======== ·-.-/ $ ____ , ·FOT\ USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ ________________ , ___ ~% ~--~~------·--- Tax on $ , __ 10% ~----,---- Tax on !1: ~0rf! $ T.a:x on $ ::-1:% $-.~::~~~=====:=== Exemptions====~======== Total Estate __________ __ TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3;·months after death . JALANCE OF INHERITANCE TAX DUE Add interest at rate of H% 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 ADJUSTMENTS (':') As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. ; . ~--------------- $ ______ _ $ ______ _ $ ______ _ $ ______ _ $ NOTE: Where subse!]uent adjustments are made to the above computation of tax by the rtegister of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ~ No ........... . IN THE Year .......... .. MA TIER OF THE APPRAISEMENT OF THE ESTATE: OF .cJ~ .. ~ ~---~<:~~-_a/1</a. ..................... . Deceased Late of ... CHARLEROI ·································· .................. . County of ....................... W~$tQl.'lQ'r.Qri.. .............. . Commonwealth of Pennsylvania REPORT AND APPRAISAL " f ~ .. COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE' 'FAX April· 2 · r 1969 DATE .............................. , ................. 1.. .............................................. . • • _DEPARTMENT OF REVENUE ' ..BUREAU OF COUNTY COLLECTIONS l •• COUNTY .................... Y./.~.~h.~~.?.~ ........................... . HARRISBURG. PENNA. 1 7 1 Z 7 APPRAISEMENT FILE NO. . .................... §.?..:.§..?..:? ........................................ . Whereas, .............................. ~.~~ .. ~ ... .¥. .. ! .... ~~~~-~!~~---~/.~/~ ...................................... late of ............................ C..b.~l.~r.9.~ .................................................. . in the County of ............................................ W.a§.bin$.P. ......................................................... Commonwealth of Pennsylvania, having died on the ................................... ?. .... ~.~·············· ............................... day of ..................... P~.9.~ml>.~.~---·························· 19 .. ~~ ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ............................ W.•.R.~ ..... QP.~~Y. ................................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: 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 llfe or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purposei $ PERSONALTY: First National Bank of Charleroi. Checking Acct. 2,102.89 First Natioanl Bank of Charleroi, Savings Acct. 2,003.21 First National Bank of Charleroi, Saviqgs Acct. 13,309.24 Ohio Edison Company 6 shares common 174.75 Ohio Edison ... ompany 6 shares 174.75 common -Co~mercial Solvents Corp •• 4 shares common 126.00 1 Admiral Portable T.V. 35.00 ,. ' 17,925.86 17,925 84 l .. : . I"T . ' •. . . . . Total 17;925 84 .) i . ' l ·. I ! ...... WA.s.Hl..NG.T.QN............................ c OUtlty • RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ··········· .................... cJ!\.~ ... .r..~ .... ~.~~ .... ~/~1~ ............... . Deceased. ·,;. · Late of CHARLEROI ····································· ···················································· Date of Death, .............. .P..~.C::.~~ll..~~ ... 9.1-..... ~<J.~~ .......... .. Appraisemel!t Docket Vol., ................ 31 ............................ .. Page, ........... l7Z~.a. ................... No ......... 9r.9..~7 ............. .. Filed in Register's 0 ffice, ......... AP:r.i.:.+. .... ?., .... J9.l>.9 ... . Amount of tax due, $ .................................................................. .. DEPARTMENT OF REVENUE Received, Exa111,ined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, Entered and charged, .... :: .... ~-··::--~- Sli! '.~ jJ Ul_r.~:;~~tf mn;,;·nJ -i'l~~sn:t~ 5E :. m 1.;.'/ 0 r.:·,,• OLG1 (]. ~J -ll I -... _.;, . -A I j .. ~.,~ ' Form RCRI-10 DEDUCTIONS ALLOWED IN J ' OFFICE OF THE REGISTER OF WILLS STATEMENT OF DEBTS AND DEDUCTIONS THE suM OF ........... : $ .... ~ .. I.rl: ... ~f 1.=7~ ..... 2. .. 0.. oF Wasbi ngtnn COUNTY AND AGENT OF THE COMMONWEALTH DATE DATE OF FILING APPRAISEMENT ApriJ 2, 1969 NO. OF VOUCHIOI'I NAMii: OF PAYEE Russell Marino R-,, Wi 1 1 i am .T .. ...,._ Charleroi D ... TE OF DEATH December 9, 1966 REMARKS ProbatiM Will and Ce_rtj,fic_ates I 'I:\. ll !Witness &eA Vincentian Home Maintenance in NursiM Home \ -----4----+----+~~~rn~~~r~~·~s------------------~~Butn~t~aL~lV~~~!s~~~~·~L-------------~--~~~~ Ona1 i tv Mfo_a_t. Market Food Bill Calva.MT Q "''lrv Grave & n'NI!ni1'1o Oninet Hari-v Ruev Notarv Fees W:t!=!h Cn .... Pnbl i sb intr No-tice_ Pnbli~h;nao Notice R.hn1 a St.ntH ns Foto For Death Notices A. v. Canano Legal Fees . Wi1H!Im J. Ma.b~r CnmmiRRinn Filiru:r Account TarAL ------~---4-----4--------------------------------+---~--------------------------~----~-t----i COMMONWEAL. TH OF PENNSYLVANIA }ss: COUNTY OF :Washington I, YBJJ jam J. Maher HEREBY CERTIFY, THAT. TO THE BE MY KNOWLEDGE AND BELIEF, THE FOREGOING IS. A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENS ar OF U OP 51 FOR ADMINISTRATION SUBMITTED TO THE ESTATE OF .Iaml!s E. McKeeJle~, aJjas .DECii:AI!IED, AS DEDUCTION INHERITANCE TAX PURPOlilES . 7/~J~~ .., -... " -( --..,. '5th SWORN AND eti'aSc;RI8ED BEFORE ME THIS DAY OP' -------'L.!.!:"!::=~=:...:..,r--;-:,__:~-4=~~----L. S.) ~~[1~ :=: · tto~ ;u/i e. ~~m7ssioll ~pir~s . .epril 9 • ..,.,, 1 esJUngton, ·wa_s~tl)gron Co ... ' ""' J <ttnmmnnntralt4 nf Jrnnsyluania,} . BB. Dllas~ingtnn C!tnunty, . KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid on the 3rd • day of January A. D .. 1969 , before me, Russell Marino , Register for the Probate of Wills and Granti~g Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania, the last Will and Testament of James F. McKeever,A/K/~ Jas. F. McKeever,A/K/A Jas. F. L. McKeever late of Charleroi ' in the County aforesaid, deceased, (a true ~opy whereof is to these presents annexed), was duly admitted to probate; and William J. Maher the Executor m said Will and Testament named, having appeared before me and taken and subscribed . the oath of office prescribed by law; NOW, THEREFORE, I, \ Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said William J. Maher committing unto Him .the administration of all and ·Singu'iar the goods and chattels, rights and credits, which were of said deceased, and requiring Him to exhibit a true and perfect inventory thereof into the Register's .Office, at Washington; ·within ninety days .from. the date hereof, and to render a just and true account of said administration at the expiration of .six months from the date hereof, and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto· set my hand and the seal of said Office at Washington, this 3rd. day of January m the year of our Lord one thousand nine hundred and Sixty. Nine ............. ~;&~--- Register '•' ,, q,.•,ti) .~ '\ \ iJlrttrrs IDrstamrutury ESTATE OF ..................... ~~.m.~ .. ~ ..... :r.~ ...... M.Q.~~~-.Y.~r . .~.AL~/~ .... · Jas. Fe McKeever ....... 1!./~/!. ..... ~~ .. ~ .. ~ ..... t~ ...... ~.~ ...... ~~~~-~--~-~-~---.... ~2 " .,. I I ~: \ r. nJ ~~ l ! ~- : ,· : .:, ------' ·.~·· :· ' ....... ---. ' ) .~~·· .... . r . . j I, JAMES F. McKEEVER; also k:Iiown. as JAS. F. l\1cKEJ.!!VER, of Charleroi, Washington County,. Pennsylvania, being of soux1d mind and memory·do make, publish and declare this my Last Will and Testament, hereby revoking .. and declaring null and void any and all Wills .and.· . . Codicils by me at any time heretofore made. FIRST:·. I direct my Exec\\ tor to pay my just debts, the expenses· of my last illness and my funeral expenses. I also direct . my Executor to set aside One Thousand ($1,000~00) Dollars from.my estate to be used for Holy Masses in my behalf; as he; in his sole discretion, shall deem advisable. SECOND: All my personal effeots, my chalice, a.11d books, I give and bequeath to a charitable institution or. college which· my Executor in his sole. discretion shall select.o THIRD: For over 30 years, Josephine A. Chaney has s~rved as my parish housekeeper, faithfully and devotedly, ahd also my personal welfare in time of need and illness, therefore, in grateful appreciation, I give, devise and bequeath to Josephine A. Chaney seventy per·cent (70%) of my remaining estate. FOURTH: I give, devise and bequeath twentyfive per cent (2.5%) of my remaining estate to my sister: Annita E. McCartney, of 1639 Dennison Avenue, Pittsburgh, Pennsylvania.. In the event my sister fails to survi va me, I give, devise and bequeath the aforesaid 2.5% of my estate to Mount Saint Mary's College of Emmitsburg, Maryland, . the semll1.ary where. I was educated for the priesthood. FIFTH: All the rest, residue and remainder of my estate, I give, devise and bequeath for some charitable causeor to some charitable institutition which my Executor in his sole discretion -··--···-··--···----------· -:···~ ··--·~--· ·-------~-: ------~----.-..... ··-----------:-··~ ·-~-~-...... -.. ~._,.,..-..-.. ,... ··----..._..,. ,: :-. shall deem worthy.;· ·.·. ··. SIXTH: I name and appoint the Reve·rend VHlliam J. Maher, of St. Jerome ;Parlsh, Execu~or of th;ts, my .. Last Will and Te.strunent. In . .the· everit he is un~ble to serve .f'or ·any reason,_'he is' hereby empowered to name a successor. WITNESSES my hand -and seal this 20th day of August, ·1964. Signed, sealed, published and de.clared by the above named Testator, JAMES F. McKEEVER, .also lmown as JAS. F. McKEEVER, as and .·for. his Last Will and Testament, in the presenc,.e of us, who at his request, in his presence and in the presence of each other have hereunto subscribed our names as witnesseso '' . ·-./ ... :. , . ,> i ,_.._. -' . >' i ' ' I_..: Address / C.r· . . / . _l' .:;--:,~'(L'' ....... , '-'.· J,. /·! . I/ -,--.---------~~=~~----- Address .... t:"---· .. --~---•. • • • I ' ~ J~ > .. ... <. \: { t ··' ... .. . \ I . .. . 1 t . l l ~I 1 i ·t i . ! I j t t i l j I I I r ! i - I I ,, -·-> l -------------------, Affilluuit ®f 1fxrrutnr ®r A~ministrutnr @>tate of 'l'tttt_ anluattia. ! :J SB: C!touuty of lll!laaqiugtnu Personally before me, the undersigned authority, a .... ; ... ND:tiacy: .. .P.ubl.ic .................................... in and for said County and State, appeared .. Rev ..... Wj l1 i am .. .J. .... Mahe~ ....................................................................... who, being duly sworn according to law, deposes and says that he is the executor~ of the estate of ... J.a.mas ... F. ..... McKee:m.r., ... e.tc ....... ~ ................................................. deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of .... James .. F. •... McKeew~., ... etc ....... , 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 to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item. made by the above named Executor Administrator. day 0~=~=-;;z~~:.~:~:~ ~~;;~9.~: .'his .stb....... l .. !.!~&';;;~········ .';~-:~~:·~--~~:~i!~~:f"~R~UUG~: ~~·H···,·NYG·T·P0Dll~···;~;~-~~~-~-.. INSTRUCTIONS "-'f. J~ ' ..... ./ CIYY ;J. •' • ltt~PTY . lij>''{\.~·inv~ntm-~ . 0Btf}fillf&mRtlW!iptl~fflll ~or:ths ~fter appointt?ent of person~!. representative . . -2,:.: -~~supplementabnventory must be file'd-withm thirty days of discovery of additiOnal assets. -:s~ '{17.0riginal aiict:'2 Copies and 2 RCRI-34, Under $10,000; l Original and 2 Copies and 2 RCRI-33; ~-;2 (<:)'Ver $f0,0(YO, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in--~~s:.,._ dttding:Copy)of Will and copy of Federal Estate Tax Return . . ~}:&cs;f: ;;;~~-:.' ~"" ' REFERENCE FOR ADDITIONAL COPY · -:.: ..,. · Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2 llnur'ntnrg anb .i\.ppraisrmtnt of the good_s and chattels, rights and credits which ' were o/ .... ~I.~me.a ... F. .... ;.McKaaY.ar., ... e:tc .............................. Jate of .... Qharle.r.oi., ................................................................... . Washingtor£ County, Pa., taken and made in conformity with the above affidaTJit. DOLLARS CENTS REAL ESTATE NONE PERSONAL PROPERTY I -. -· ·. First National Bank of ,Charleroi , $ 2102 69 1. ,.. Checking Account -. .. . ·2. First National Bank of Charle·roi 2003 21 Savings AccoUDt #5470 .. 3. .First National ·Bank of Charleroi 13309 24 Savings Account ~10204 4. Ohio Edison Company-_ #AK92497 .. 6 shares common @ $29 1/B 174 15 -- 5. Ohio Edison Compani #Aia.5962 .. 6 shares common @' 29 1/8 174 75 Qe. .. Collllilericia1 Sol'~ents Corp. ) 126 00 4 shares common @ $31.5 7. . Admiral Portable T. V. 35 00 B. Lazy Boy Gold Mines Co. -. -. . Certificates Nos. 726 to 731 Inc. -350· Shares Capitol Stock No value .. 9. David Buick Carbureator Corp. -#3476 300 Shares Capitol Stock No value .. 10 •. Western Mines Consol inc. #300 100 Shares Capitol Stock No value '. 11. Allegheny Mt. Silver Fox Corp •. #2 30 Shares Capitol Stock No value J. ' \ I i i I 1 ., • ·~· .. ... 1 ,.;r>' -; Inventor~ and Appraisement fiN THE EST ATE OF f /, . , v,' ~ ~· i· . --. . , JAMES! F ~ }MCKEEVER,:-:a/k/a . r . .. ~ . ·. ' ... , ......... :.: ... J.AS: .. F .• ~;.Mc!EEY.ER~ ... e.tc.-..................... · "' .. .:.:"" !' )\ .. .,.' ,p"' ..... "' Filed .... : ..... :. ......................................... _ .. ; ........ :~·' 19 .......... . A. V~ CAPANO -~9'' I I il ,, { ~ '\ ~' ' ' '• • ./3 !:,· ~ (. '·" ' t ' I ' I I ' ' I Affiltautt ®f 1fxrrutnr ®r Abmtntstrutnr t;tate ~f Jettttaglnattia, t aa: C!1nuuty nf Baalfittglntt \ Personally before me, the undersigned authority, a ........... ,Not,a.r.y. ... P-\&bJ.;i,Q ................................. in and for said County and State, appeared ........ Re:v: .... W'illiam. .. J. ...... Kahe.r. ................................................................. who, being duly sworn according to law, deposes and says that he is the executor <JC!adL.~ of the estate of ... James ... F ..... McKee:v:e.r..,. ... etc ........................................................ deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of.. .. James .. :F ..... .M.c.K.ee:v:e.l!, .... e.tc ...... , 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 to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named Executor Administrator. day 0~~~.~~=c:..~.~.~~~.~.~~ ... ~~:;~;.~ this.5th ......... :... l ........................................................................................................... .. Executor-~ .................................................................................................................. ADDITIONAL INSTRUCTIONS l. An inventory must be filed within three months after appointment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $10;000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in- cluding C.opy 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 . ' ' \ 3Juututnry aull .1\p.prai.atmtut of the goods and chattels, rights and credits which were F ' • of ...... J.~.s ....... lt .... McKe.e:v.e.r..,. ... e:t~ ............................. Jate of ...... Charleroi. ................................................................. : .. Washington County, Pa., taken and made in conformity with the abO'Ve affidavit. . ' DOLLARS CENTS 12. Day oil"& Gas Co •. Ltd~ . #2070 2-Shares· Capitol Stock " 13. 14. 15. ' ·16. Bauner Cons •. Mines, Inc. #411 So Shares Capitol Stock C -·7 Radio Corp. ·#49 80 Class A Stock C -·7 Radio Corp •. #56 40 Class B Stock Motorkool Gasoline Corp. ·#5 100 shares preferred Capitol 17. Interstate Chemical·Founda.tion, Inc. Certificate Nos.:1217 to 1224, Inc • . 3700 Capital Stock TOTAL ,_, JOINTLY HELD NONE TRANSFER NONE No·valuE~ No valu~. No valu~ No .valm No valu1 No valm ' -. $17925 89 :. -• •·.,.cfr-;,_,.. > , • I • ~~d '·oo NOif:)mHsviA S111.M :JO 7J31Sit)3:H ONHPI~l ll3ssn~ -i, . ~ . l~i ~ ;(/l j• ' ' i>zJ "%j i• • II ~ ... ;(I) ~ lc+....:.. :o II;' r-- • I ':,_) ·- IN THE ORPHANS 1 COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ESTATE OF JAMES F. McKEEVER, aka JAS. F. McKEEVER, aka JAS. F. L. McKEEVER, Deceased. : : NO. 63-69-7 of 1969 FIRST AND FINAL ACCOUNT TO THE HONORABLE, THE JUDGE OF SAID COURT: , . The First and Final Account of William J. Maher, Executor, of the Estate of James F. McKeever, aka Jas. F. McKeever, aka Jas. F. L. McKeever, late of Charleroi, Washington County, Pennsylvania, represents as follows: 1. THE ASSETS CHARGED TO THE ACCOUNT ARE: REAL ESTATE NONE PERSONAL PROPERTY 1. First National Bank of Charleroi Checking Account 2. First National Bank of Charleroi Savings Account #5470 3. First National Bank of Charleroi Savings Account #10204 4. Ohio Edison Company 6 shares common 5. Ohio Edison Company 6 shares common 6. Commericial Solvents Corp. 4 shares common 1. Admiral Portable T. v. TOTAL ASSETS 2. THE DISBURSEMENT FOR WHICH THE ACCOUNT CLAIMS CREDIT ARE: Russell Marino Francis C. Slezak Rev. William J. Maher Probating \Vill and Certificates Funeral Witness Fees $2102.89 2003.21 13309.24 174.75 174.75 126.00 35.00 $17925.89 24.50 2152.00 15.00 il Vincentian Home Maintenance in Nursing Home 122.28 Kirner's Burial Vestment 36.40 Quality Meat Market Food Bill 32.78 Rt. Rev. Bishop Leonard Religious Service 5o.oo Calvar.y Cemetery Grave & opening 180.00 Qui net Tombstone 900.00 Russell Marino Filing Inventor.r 4.00 Harry Ruey Notary Fees 3.50 Wash. Co. Reports Publishing Notice 14.00 Valley Independent Publishing Notice 10.$0 Rehula Studios Foto For Death Notices 7.95 A. v. Capano Legal Fees 895.00 William J. Maher Commission 695.00 TOTAL EXPENSES 5342.91 3 • GROSS ESTATE RECEIPI'S 17925.89 DISBURSEMENTS 5342.91 BALANCE $12582. >6 4. From the above balance there remains to be paid filing fee for Final Account and Court Costs. The sum of $1520.00 has been paid on account I I of Inheritance Transfer Tax but deduction from above balance has not been made. ' Respectfully Submitted, William J. Ma~, Executor .-:-W ashlngton Coun~ 'Reports 63 SOUTH MAIN STREET Washington, Pennsylvania (PUBLISHED ElY WASHINGTON COUNTY EIAR 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 ) STATF. 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-bu~ines~ at Washington, Washington County, Pennsylvania, and is act- ing as its -agent in t'his behalf; that the said WASHINGTON COL'NTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of 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: ·-· ....... J~nuar.:v.: .... l.6 .. ,. .... 2.3 ....... 3.Q ....... 19.6 9 that the affiant or the corporation in behalf of which he is acting is not interested in _the~. ~ct/lllatter of.said noticr;or"adverti~in;.an~~that ~11 ~f the allegations of th1s aff aviv,'as to ~-h~time,. place rand! charact,er of tile P. hcat1on are true. ~w'J[{!uJ L. /_16-(/ ~ Sw;m~--:·:-~-Ed;<;;; ...... 3.0~ay of....J.anuar.y. ............... , 196 ... 9 .. ..... :~,.-..... ~ ... ~:fH;- KATHERINE C. YARD, t-Jotary e,:ry • Washington, Washin!;to~ Co., Pa... My Commissi~n :Oxpiras November 1, ; !:):'i:J Estate Notices The Register ·of Wills has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present !!hem for settlement to the Executors or Admin- istrators or their Attorneys . • • • • • • • • • • • • • • • • • McKEEVER. JAMES F. a/k/a·· J-AS. -.F. McKEEVER, a/k/a JAS.· F. 'L. McKEEVER, Dec'd. Late of Charleroi, Washington Coun- ty, Penna. , :Executor: Rev. Wi.Jliam J:'Maher, 624 Washington Ave., Charleroi, Pa. ., Attorney: A. V. Capano, 721 McKean Ave., Donora, Pa. ..:.: · ~ •>· 6~· Proof of Publication of' "o~ce. in The Valley Independent "' I . l ' , I . Under Act No. 587, Approved May 16, 1929; Po L. 1784, as amerided by Act. ·No. 51 of April 24, 1931, P. L. 67 State of Pennsylvania County of Westmoreland }ss: Personally appeared before me William H. Pare, 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 Westmdreland counties, Pennsylvania, and elsewhere, published in the City of Monessen, Westmorel"and County, Pennsylvania, that it was established June 28, 1902, since which dote The Volley Independent has been regularly issued in said county, and that a copy of the printed notice or publ_icotion 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, January 16. 1969 January 23 and 30, 1969 Affiant further deposes and ·says that he is General Manager of The Valley Independent, a dolly newspaper_ 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. ~ · . ~ 4:4&~ ) 1 { ,{="= COPY of NOTICE r-. ·:: . . ·-·---.- Letters testamentary on the estate of James F. McKeever, a-k-a Jas. F. Mc- Keever, a-k-a Jas.· F. L. McKeever, late of Charleroi, Washington County, de-ceased, 'having been grariled by the Register of Washington· County, notice is' hereby given to all . persans indebted ·to said estate to make Immediate pavment, and to those having" claims against the same to present them without delay to Rev. William J. Maher. executor, :624 Washington Ave., Charleroi, Pa.: A. v. Capano, attornev,· 721 McKean Avenue, Donora, Pa. : · •·1;16,23,30 CHI\RLES M. !Notary, l?u~lja>ublic ' Mones:~r., ','!as:li1creland Co., Pa. My commission expires l/iy Comm:~s!on Expires Jouli.J«• ~ i, ; ;;:; u STATEMENT OF ADVERTISING COSTS: A. v. Capano, Attorney at Law 721 McKean Avenue Donora. Pa. 15033 TO MON VALLEY NEWSPAPERS, INC., -DR. For publishing the notice or advertisement attached hereto in The Valley. Independent on above stated dates .................. $ 10.00 Notary / ... , ... ;.: ...................................................... : ....... $_....._.'"'-'50~- 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 receipt of the aforesaid advertising and publication costs and certi- fies that the same have been duly paid; MON VALLEY NEWSPAPERS, INC. i' By ~~~>94~-~ v~~Lb, I -I \ \ I STATE OF PENNSYLVANIA, 'WASHINGTON COUNTY, ~ SS: The within named Accountant being duly sworn ac.cord'ing to law, deposeS' and says that the above account as stated is true and correct as ____________ h~--------------------------verily believe. . I iS'"' - d l b 'b d b f h' 2oth · worn ,ar,~ .. su sen e e ore me t rs _____________________ _ -~ ' ~ ·, p'_ ' ,, .,./' day ofc·'-~-___ Q_Q_W~_:r _____________________________ 196J ___ ' ____ _ . -; t/ . . ;~-~--~~-~::·'.· · ·"NofiR.;;·;~:,c--~--~--~"":"Y · tf1r tommYssion Explroa Al);i! ], ( · W.uhington, Washington Gi:i11 I'll; Warshington 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 dnd Rule of Court, as evidenced by proofs thereof Hied to No ·'· b.J.~&9 .. --:.g}d__. · ./:J. doy 0:;'9f:ho.~d ond .. ~lfoco~l:~~b:~::: Register of Wills .·f I ... ~..:._.----~-7~------'-'--:>;--,-~~-------,.-:--.,;_,~__...._..,_ _ _,....~~-·-~7·;._·-~-·•/~;,_~--·~··~, :;,;'-.-ao=_.-'.:o'..-.--~-~--~-.1""·-. ~--~-..·-___ ..,.,. __ ,. __ _,_~-~ ~ ~-..· ... ._.,._~~ 'l j '8i r-J ¢4 9 N ,, 0\ \0 " en '1 ci z .. :~ . . -~ ... . ; . - ..... .... ::I 0 0 Q) :S 0 ..... d 0 t) -~ : .... : Q) '6 : 0. :'C) 'ifl ·o : ~ __,~:r:tl . : 't:S ~ : ol Gl ..... Ul ·~ p:: • :> • <ll ;;/.,•"" .A,, .. __ • -..r-;r J , dj 7/ ;,.J,....,I r· ,_ --~ •• i ·~ ••• "', ~! ' •• _. • _: • .. ,, ' / / , '.) -"': ;, , .. '-·-\'- ., ·'· ' ..... ·.·i_;. ~ .. .,...._~,, (,;:,.:1 ··-· :--·-."',. '!, -~ .. · The Court is respectfu II y requested to determine proper distribution in this estate. «\·«~ ~' In the matter of the Audit of Account in Estate of JAMES F. McKEF:V"F:R, aka .iAS. F. No. 63-69-7 ot , i9_62_, A.A. McKEEVER, aka JAS. F. I,. McKEEVER TO THE AUDITING JUDGE: Enter_..JJW'.Ioll---------appearance f9r the Est.ate of Jaines F; MCKeever, aka Jas. F, McKeever, aka Jas. F. L. McKeewr r 5th day of · · cember 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. -, ,19~ J ' . ...... r-~ • -• Slll!t\ .:.lO ~31SI83U ONI~\1~J ·nJSSOtl -~ 6 £ : m 1-~V, 8 N~T' Ol6I 0 :-1 -'lJd .::] ·~~ No. 63 ·-69 -1 ef , 196_2._, A.A. In re Audit of Account in Estate of JAl.1ES F. McKEEVER, aka JA1l F. Mc.K:EEVm, aka JAS •. F. L • .McKEEVER, AUDIT Jrarripr for .Appraraurr . I FOR E5TA.'f_~:.. OF __ JAMES F. Mc~'--- aka JAs. F. McKEEVER, aka JA=S~·~"·-- "• 1:1 L McKEEVER, Deceased. ~--· • .. .: ·. A. V..: CAPANO Attorney ~ • ·O>f..~~~-2