HomeMy WebLinkAboutOC1969-0023 - ESTATE OF ALVAREZ' ,,
R C C-81 (2-64)
COMMONWEALTH OF PENNSYL VAN lA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION IN YOUR REPLY PLEASE
REFKR TO 37-174-2
NOTICE OF FILING OF APPRAISEMENT
ANGELES ALVAREZ
(~Administrator).
In Re : Estate of -----..,:.·-=B=-EN..:.:.:..JA=-M~IN=:_-=-AL=-=-VARE===Z:.....=aL-/k~/!....:a=---
_____ WAS_HIN_....:.G-=T-=ON ______ County -File No. 63-69-23
D~
You are hereby notified that the original
apprais·ement in the estate of Benjamin A.1varez a/k/a
has been filed in the office of the Register of Wills qf Washington
County on February 24 , 19.£2. Said appraisement reflects· the
following valuations:
Real Estate --....---'--------..,.,........,....,....,___,..--
Personal Property ___ ~1~0~·'L,8~0~8~·~0~·5~-
Transfers _______________ ___
Total --'---------"""'l.~oOr..,.,J..l8:w0.~.~.8""'". 0..,_5L--
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 an'num is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date~--~F~eb~ruary~~~24~·~··1~9~6~9~-----sign~£~ a~
Title W.R. CHANEY, C APPRAISER
DATE OF DEATH: 'November 17, 1968
. Note: This~is not a bill.
J
. ~
ALVAREZ~ BENJAMIN' a/k/a ALVAREZ~ BENNIE
FILE #· 63-69-23
q C C· 39;:6-Sil
•.:O~!<IONWEAL TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
November 17, 1969
SUMMARY
Tl.EPOHT OF INHERI'l'ANCR TAX APPRAISER
I! the undersigned 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 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".
~~-~·~~~~~-~
INHERITANCE J APPRAISE~ 02~24-69 Dated:
ll-17-68
REPORT OF 'l'HE 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 gr~ater o-r lesser amount is set forth
in the last column t9 the right in Schedule "F", which greater or lesser amount represents
the sum allowed as a deduction.
Dated:
REGISTtR OF WILLS
INVENTORY VALUE AS REPO~rED VALUE AS APPRAISED VALUE AS REAPPRAISED
Real Property (Schedule A)
Personal Property (Schertule B)
Transfers (Schedule C)
$ $ $ ---------------
Join t-Helcl Property (Schedule E)
TOTAL GROSS AS~ETS
LE~~ Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities
' ESTATE TAX ASSESSMENTS
10,808.05 ·-10,808.05
10,808.05 ·-10,808.05
======= =====·-===============~===
$ _ ___, __
$ -------
l'O:rt USE OF REGISTER ONLY COMPUTATION OF TAX
T ~x on $____________ fl% ~--------
Tax on $ ·.~. :.;!·---'----T .ix on ~ ;1) --------------1' a:x on $ ___________ , __ lR%
'Exemptions := (':')
1
Total Estate ______ __
TOTAL TAX
Less tax previously paid
BALANCE
L~ss 5% of tax if paid within
$ __ ....,.--__ _
$ ____ _
*=====·-' *----------~·---
3'months after death $ ======:::::=
BALANCE 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
FOR USE OF REGISTER ONLY
$ -------
TOTAL TAX BALANCE
PAID
ADJUSTMENTS
As eviden.ced by Chari table Exemption
Certificates issued by the Secretary
of Revenue.
$ _____________ __
$_ .. _____ _
$ ______ _
$ ______ _
$ ______ _
$
NOTE: Where subsequent adjustments are made to the above computation of tax by the
ftegister of Wills, for proper reason, same should be noted below, with short
explanation.
~------------------------------------------------------·----------
Will
Administration ( No .... · ............... Year
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
BENJAMm, .... ~\l,.VAA$.~ .. ~/k/a ...................... . ························ Deceased
Late of .... LANGEWTH
C0tmty of .................... !J~~~~~ON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL ..
I I
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/-
... cq~MONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE .a'AX· ..
DATE ........................... !.it:>.r.~ ..... ?.4.1. ..... ~?§5,
CO~NTY ....................... ~~-~.?..~.~-~~.!?.~ ......................... . .. !\DEPARTMENT "OF REVENUE . ,.
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 17 1 2 7 APPRAISEMENT
FILE NO •................... ~?.:~.?.=~~---···············-····················
Whereas, ....................................... ~~~j~~~~ .... ~~-~-~~ .... ~/~1.~ ................................ late of .............................. ~.P.&~l9.~h ................................................ .
in the County of ..................................... W.~.~P.:~gt...9.~ .............................................................. Commonwealth of Pennsylvania, having died on
the ......................................... l.7 ... :~~b. .................................... day of ................. ~-~!~~-~~ ................................. 19.§~ .... , seized and possessed of an estate·
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, .................... , ............. W..~R.~ ..... Qb.~~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 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.
Description of Asset Unit
Values
Appraisement Made for Inheritance
Tax Purpo1es
$
PERSONALTY:
Savings Account No. 19425, Mellon National Bank and
Trust Company, Burgettstown, Pennsylvania, Offiece 10,200.00
United States Savings Bonds Series "E" $25.00. 608.0..5_
10,808.05 10,808 051
... . ( .. ; ..
'· ' -,.. ~ ,.
: -~-' ' ' . .. <; Total 10,80€ .~~-~ 05 ~ .. .. ... ~
~ ... . ... I .
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.
form~;·::hbl:~ ::~:.w~;.??~~:· ~:; .~·~~~~is~i~~?-
;&J.;2_:;,.~~f~~~~t~> ........ ~.~ .. --~~ .. ~ ....... ~.~--~ .......... ;~~::·:
WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
~~~ .... ~Y.~~ .... ~/~18:: .......................... .
Deceased.
Late oJ ·
LANGELOTH
Date of Death, .......... :N9Y.E.m:t:?.te.r. ... +7.J ..... +.99.~ ............ .
Appraisemel?t Docket Vol., ................... 3.7 ........................... .
Page, .......... 1.74~?. .................... No .... 9.3.~.9.9~?.3.. .............. .
Filed in Register's Office, .~~1:>~ .... ~4..•19 ... ~~ ..
Amount of tax due $ · ~ ·································································· ..
DEPARTMENT. OF. REVENUE
Received,
Examine/IV~!J gzylj!J'ifJ'l&N·fHSVM ................. : ........ , .......... .. . . { . . I!~Je:ll J,i J-QisM~ehl~ I D .. JH ..................... ,; .............. .. Wrote av''fJ,r 'APr· 1 .• Jr~~~~~~ ~~~~~n~ ,
Appealrrm ~'tf&~i~etzntu~J.J 69,
................. : ................ : ........... i . .{::J;: ..... ;·· ................................................ : ............. .
Ente~;d and char;j} '3 .... , .. -.J .. :J .................... : ............ .
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Form RC C ·10 • r DEDUCTIONS ALLOWED IN
OFFICE OF THE
REGISTER OF WILLS
OF...;_' _W:..:....:a:.:S::..:h:.::in=gt~O:.:.n:__ __ COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
'"' SUM 0' ' ~~;?~j;
APPROVED .. ~-··················· .
AND AGENT OF THE COMMONWEALTH
DATE NO. OF NAME OF PAYEE VOUCHS:It
Russell Marino Reg-ister
--F.· J. · Buckley:·· Insurance
Russell Marino. Register
(
TI Enterorise
~ ·~ o~ .~ ..... ~~ •u
Washington County Reports
Lee Funeral Home
Russell Marino, Register
Gaydos Monument Company
\
John L. Brunner-Walter W. Gr
Rw:::Rell Marino Reg-ister
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INHERITANCE TAX PURPOSES.
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12th
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REMARKS AMOUNT
Letters 17 loo
Bond 60 00
Short Certificate 1 00
Advertising-7 ho
Advertising 14 bo
Funeral 1 094 bo
Filing Inventory :Q'JB = 00 .:,.. .. ~~
Marker "·<:, aBo 00 '.
\ "
!gory. Attorney's Fee 500 00
Filine-Account 15 00
k;l plf 0()
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:i FORM67 . REV.l-50 REG. WILLS
.Appliratinn fnr 14rttrr.s nf Abmini.stration nn tbr
A A . Estate of.. .................. ~~.~~.~.~~ ... ~~Y~.~~~ .. ? ......... ~!~/~ ... ~~.~!~ .... ~.~Y..~.~ ...................................................... ..
late of .... ?..~.:t~.h .... 1'.?.!m.§h:!P.., .... J~~n9!?.l2.tb.,. ... :.P.~nn.sy .. l.v.a.oijlDeceased.
Before the. Register of Wills of Washington County
personally appeared ......................... ~P.'-.~.!~.~ ... A.!Y.!o!.~.~ .................................................................................................................... ..
who, being duly sworn deposes and says that. ....... ~.~~.:J..~!~ ... ~.!Y..~.~.~.7. ..... ~!..~/~ .... ~.~~~.!~ .... ~.~.Y.~rez
age .... ~.~ ....... , having ... ~.!.~ ..... last family or principal residence at... .. ?..Q.~ .... E.!f..~h .... AY!?.P.:Y.~., .. J~mi:~.b .... 1own-
. (Street and Number) .
........ ~.~~.P..?. ..... ~.9.~~.~.~.~ ................................................................. ,. Washington County, Pennsylvania, died intestate
(City, Borough, Township)
at... .... ~.~.~.~.~~~.:~.~.~ ..... :.~~~~.~.~~.~~~.~ .. , on the ... ~?.~cfty of .. : ......... ~.~~.~~~.!~ ........................................... .
A. D., 19 ... ~~ ........ , at.. ..................... J..; .. ~Q .............. ~.~ .. M., possessed of personal estate to the estimated value
·$ ..... ~9., .. ?.Q.Q.!!.9..Q .. , and of real estate in the Commonwealth of Pennsylvania to the estimated value of.
$ ......... :.:::.: .. :.::: ............. , situate in ........................................................................................ .' ...... ,. .................................... ; ................ : ....................... ..
·················································································································································································································································· . . . . .
. The names and addresses ·'of the decedent's surviving spouse· (if any) and other heir~ including
heirs by adoption) are ,as follows.
RELATIONSmP I RESIDENCE
J
................................................................................................................................... : ....... ~ .. §9.~ .. m.t..fti..!.~~W~·Eif.'~: .... 9.~ ..... ~Q.~ .. 55 . ...... .
... ~~9.~.!~.~ ... A.!Y..!:~~.~ ............................................... ~.~#..~ ......................... ~~.9.~.!Q.!g .. , ..... P..!?.m1§Y.J.v.~n.;.~ ............ !sv..) .Y
'
................................................................................................................................................................ ~ ..................................................... ~ ........................ ..
~.~~J~~!~ ... !!:.!Y..~~.~.s ..... .J.! .. ~ .............................. ?..9.P.: ........................... :q;.9..7. ... W.~.$..t .... ?..~v..~ntb .... S..~.r..~gt ... : ......... .
.......................................................... : ................................................................................... YP..~.~~~.~ ..... ~.~.~~~~.:~~.~ ............... ?.J?..~~
~.!.;5?.~ .... ~e.~!.~ .... ~.!~.~ .............................................. P..~Y.9.b.~.!?..~ ......... A.~.~.~.§~.H!.9 . .t ..... P..~m.P..§l.Y.JY~i.~ .......... J.5oo4
That d~ponent is over 21 year~· of age, reside3 at.. ....... ~9..~ .... E.:!#..~.~ ... A.Y.~~~~ . .t ...... (P..t. .. :.Q., ..... ~~.?,C; .• 55)
....... ~9.~.~~.~.~.? ..... ~~.~~~Y..!.Y.~~.~.~ ......... ~ ......................................................................................................................... .
is a citizen of the United States and :'). resident of PennsyfVania, and respectfully applies ·for Letters of
Administration upon. the Estate of said decedent, no letters having been previously issued thereon.
. ' .. S . . d b' 'b d b f . h' 6th · worn ·an su sen e e ore me t IS ......................... ..
\ . ."
COMMONWEALTH OF PENNSYIJ1' {\.NIA · }
WASHINGTON COUNTY, ~ .. SS:
- ' And now ... !?..~~~~.~.!: ......... ~ ............ ~ ... , 19 ... ~.~ .. , com~s .. : .............. ~~.9~~.~.~ .... ~.~.Y.~!.~.~ ................................. .
who being duly sworn doth depose and say that.. ..... ~.~~ ......... ,will well ~d truly administer the goods and
chattels, right~ and credits of ........ ~~~.?..~~.~.~ .. :.~~.!~~.~~ .................................................................................. , deceased,
to the best ~£~ .. skill and judgri1ent in strict compliance with the laws of this Commonwealth, mind-
ful of the laws ·relating to inheritance taxes .
. '{;;~' Sworn and subscribed before me this ......................... ..
day o .............. · .~~~.-~~P.~! .................... ; ~., 19 .. ~~ ........ .
............................................................... ~ ......... ~
REGISTER
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APPLICATION FOR .,,
Letters of Administration
ESTATE OF'
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A I-~ BENJAMIN ALVItREZ a/k/a Bennie l ...................................................................................... 1\:Ivel:'ez
Deceased ':
.. Letters............................. R $ ............................... .. .........................
p $ ....... ! s-CP C: ························
E~a~u $ ~ ~ •••••• 0 0 •• 0. 0 ................................. .
·Certificates "2--~ $ ....Y v-u
••• 0. 0 ••••• 0. ·:···················· .... •••••••••
Renunciations . . . . . . . . . .. $ ................................ .
................................................... : .............. $ ............................... ..
;:;::::::::::::::::::::::::::::::::::::::::::,::.::~i.Tt.::~:~
r :~=tl m;;.~ • -c·) c;')e~-, ~~;~:2 .. ~.,...-
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i-= ;:: -z--J John L.u~unner, Es~.
Walter w. Gr~gory, Jr. Esq.
·····················································~··································· .. ··········· o . . Attorney
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Qiommonwrnlti1 nf Jrnnayluanta.
Dllas~ingtnu <!lnuutg.
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I, :·Russ:ell Marino , Register for the Probate of Wil~s and Granting
Letters of Administration in and for the. County of Washington, in the Commonwealth of Pennsylvania,
to ,tnge1l:e s J.l verez
administr at r ix of all and singular the goods and chattels, rights, and
credits, which were of Benjamin Alverez ,A/K/A
Bennie ~lverez
late of Washington County, deceased,
GREETING:
WHEREAS, the said .DtlxUarnin Alverez,~/K/A Behnp~ .Alverez late of
Smith Town~hip in the county aforesaid, lately died intestate
(as is affirmed), po'ssessed: :of divers goods and chattels, rights and credits,· within the said County, -.
Russell Marino
.by reason whereof the 'power. of granting administration thereof doth belong to me; I therefore, confi.ding
in your fidelity, do by these presents grant unto you these LETTERS OF ADMINISTRATION, here-
· by committing unto you full power to administer the goods and chattels, rights and credits, which were
of said deceased within this Commonwealth, you having taken. and subscribed the oath of office pre-
scribed by law; requiring you to well and truly administer the goods and chattels, rights and credits,
which were of said deceased, and to exhibit a true and perfect inventory thereof into the Register's
office, at Washington, within ninety days, and to render a just and true account of your administration
at the expiration of· six months from the date hereof, and to regard and comply with the provisions of
the laws relating to inheritance taxes.
IN TESTIMONY WHEREOF, I have hereunto set my hand and.
caused the seal of said Office to be affixed this 8th •
day of --January --·· -in the-year -of our Lord one thousand
nine hundred and Sixty Nine
RUSSELL MARINO, Register.
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Estate of .Be.nja.mln .. A.lv~e.~ .............................. } .
S i h Tw No .................... of 19 .......... .
late of .... ~ .... t. ............ P. 01.. .. .. .. . ........ , Deceased
. KNOW ALL MEN BY THESE PRESENTS,
That we, .A~.~-~-~-~ ... A.+.Y.~.~~ .... ~.~-... ~.:r..~~~-~.P..~~-... fl:!J:~ .... ~~~:~.~-~-.. ~-~fi .. t.~.~----~~~-~-~-~.~~¥. ... ~.!1~ ..
........... g.~-~.r.~!l:~.Y. ... ~.().,~ ... ~.~~.t..i.~~r.~.~---~~-~ ..... ~~.r..~.~.!. .................................................................................. .
all of Washington County, Pennsylvania, are held and firmly bound unto the Commonwealth of Pennsyl-
vania, for the use of those interested in the estate, in the. sum of ..... 'r.~n. ..... 'r.hO.U.~~P.Q .............. Dollars, to
be paid to the said ;Commonwealth, to which payment, well and truly to be ~ade, we do bind ourselves,
j9in!:ly .;!nd sey_erally, for_and. jn the whole, our heirsk-~xecutors, ad!llinistrators, successors and assigns, and
each and every of them, firmly by these presents. Sealed with our seals and dated the 8t.h ........... day of
............. Janua.r.:y ...................... A. D., one thousand nine hundred and ..... S.i.x.ty ... Nine. .................. .
THE CONDITION OF THIS OBLIGATION IS, That if the above bounden .................. .
.................... rix:·····: ... A.oo~J~ .. ~ ... ~J.Y.~r.~.~ ............................................................................................................... .
Administratili' ........................................................ : ..................... ·or any of them, shall well and truly administer
the estate according to law, this obligation shall be void as to those who shall so administer the estate; but
otherwise, it shall remain in force.
Sealed and delivered in the presence of:
....................................................................... (SEAL)
t'tatrmrnt nf @lurrty
I, .. -............ _ ..................... -...... .1 ...................... --------~ ........................ , surety in the sum of·$ ......... ________ on the
administration bond in the estate of -------·------------------.... --.................. , say that I reside at
-----------.. --.................. , Washington County, Pennsylvania; that I am the owner of real estate, the
title to which is in my own name and ·duly recorded, situated in .......................................... : ......................................................... ,
Washington County, Pennsylvania, worth above all encumbrances $ .............. , ................................. ; and that I am worth the
amount expressed in said bond, over ·and above my just debts and liabilities.
·····------------------------------------------------------·---------------Street P.O.
&tatrmrnt · nf &urrtn
I, -------.... -----.. ·--····· .. ··------.. -.... -........ ---........................ , surety in the sum of $................................ on the
administration bond in the estate of ............... : .. : ........ --.. --..................... :.,.~ .......................... -........... ~ ...... , say that I reside at
. ',
...... _______ ........... -............ -............. -...................... , Washington County, Pennsylvania; that I am the owner of real estate, the
title to which is in my own name and duly recorded, situated in .................................................................................................... , .
Washington County, Pennsylvania, worth above all encumbrances $ ................................................ ; and that I am worth the
amount expressed in said bond, over and above my just debts and liabilities.
····-····················································-·······························································
·---------------------------------------------.---------------------------------
Street P.O.
COMMONWEALTH OF PENNSYLVANIA, } SS· WASHINGTON COUNTY, "' .
And now ......... ,.............................. 19 ............ , comes ................................................ ~ ...................................................................................... ..
who being duly sworn, says that he is acquainted with the financial standing of the securities to the within bond; that
the said obligors have each executed the said bond and that the sureties thereto are the owners of real estate in their
own right of value more than the penal sum of said bond over and above all incumbrances and exemptions.
Sworn and subscribed before me . this .............. --.... -
day of .......................... : ....................... ; .................................. A.D. 19 ........ .. ··········--------------------------------------------------·--------------·----------------------
Co.
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63-69-23
No .. ---~~§. ............ .
1\~udui.atrntintt 1Bnu~
IN THE ESTATE OF
BENJAMIN ALVAREZ a/k/a ·····--·····aan··ALvAREZ········-----------------------
And now ·---~~~g--~---············-, 19 ... ~J ...
Bond approved a']~. Letters issued to
' ' C I ( . ----~~;L,!fEt"~~ -~>: ______ _
...... who .. was~dul.Y-.. q~.l1f~_.-~~---------------··
~--
:::~~ ~-;: RUs~ill; Marino,
i:'-~~~ -~,. 0 Cler~o.c~
---------------------;::-.~·--------~..:;--------------------------------·-
V> Register • s
V1
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Bond Book ... J~Q~~---~9.2~--"~ . Page --~~---··· . 63. .
BADZIK PRINTING ~9 DONORA
John L. Brunner, Esq.
Walter w. Greaory., Jr. Esq.
Attorneys
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1\ffibnuit ®f iExrrutnr ®r 1\~mintstrutnr
j;tatt of J~nn5ylnania, t 55:
C!Lounty of ma5~ington \
Personally before me, the undersigned authority, a. .... ~~.!~~¥ .... ~~~.!:!-.!?. ................................ in and for said
County and State, appeared .... A~9.~.J:..!?..§ ... A!Y..~!.g~ ............................................................................... who, being duly
sworn according· to law, deposes and says that she is the~ administrator of the estate of
~~.~ . .;1.~~:!-.~ .... ~.!~~-~~.~---~!.~!.?.: .... ~.~~-~.!.~ .... AJ:.Y.~;:.@&eased, that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of~~~J~!IJ:~.~ .... ~.!Y.e.!'.!?..~ .................... ,
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~ Administrator.
Sworn and subscribed before me_ t_his.)}.'th........ l , ~} d c:.;/?;
day,~T~-:~[2'Nu~~10~-... &.A7.ff. ..... C..~ .. i1 ...... ~:·····~?~:·.:·· ..... ..
----~--;.-;~_~::;;:;!~ : .. ;~;;;t~fi~~~~···INSTRU~~ONS.._ nun strator
(. An inv~ntory must be filed within three months after appointment of personal representative.
_ ~-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 Origin.al 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.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
3Jnurntnry anb 1\pprai.s.rm.rnt of the goods and chattels, rights and credits which
· · · ·· 9/k/ a Smith T h · were of~.!?..~J.e!'J:?.:~ ... AJ...Y..e!.~.~ ... f.i~Alva.12Zlate of ................................. ~.~.~ ..... ~.P. ........................................... ..
Washington County, Pa., taken and made in conformity with the ab011e affidavit.
DOLLARS CENTS
PERSONALTY:
Savings Account No. ·1942S
Mellon National Bank & Trust Company
Burgettstown, Pennsylvania O££ice 10,200 00
Twenty-rive dollar United States
Savings Bonds
Q 396113429 E, March 1944 $ 40.83
Q 410163017 E May 1944 40.83
Q 436666462 E June 1944 40.96 ;
Q S90043S33 E Feb. 194S 39.50
Q 606311681 E March 194S 39.SO
Q 663604S24 E ' May .194S 39.SO
Q 68SS7S373 E June 194S 39.6S
Q 69S931S03 E August 194S 38.87
Q 7081S8271 E Sept. 194S 38.87
Q 722037470 E Nov. 194S 38.87
Q. .739399489 -E• .Dec. 1945: ---39.-33 --.
Q 734802S77 E Feb. 1946 38.S3 ,
Q 74S338606 E March 1946 38.S3
Q 100443SSSO E Dec. 19Sl 32.94
Q 107788944S E Dec. 19S2 ·31.67
Q 1184649870 E Dec. 19S4 29.67 608 OS
REALTY:
None
10,808 OS
.;.
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
)
IN RE: ESTATE OF BENJAMIN ALVEREZ,) No. of 1969
a/k/a BENNIE ALVEREZ )
)
THE FIRST AND FINAL ACCOUNT of Angeles Alverez,
Administrator of the Estate of BENJAMIN.ALVEREZ, a/k/a BENNIE
ALVEREZ, deceased.
The accountant is charged as follows:
Per inventory and appraisement
Total Assets
Total Credits Claimed
Balance for Distribution
The accountant takes credit for the following
DATE -PAYEE
Russell Marino, Register
F. J. Buckley, Insurance
Russell Marino, Register
Burgettstown Enterprise
Washington County Reports
Lee Funeral Home
·Russell Marino, Register
Gaydos.Monument Company
John L. Brunner
Walter w. Gregory, Jr.
Russell Marino, Register
REMARKS
Letters
Bond
Short Certificate
Advertising
Advertising
Funeral
Filing Inventory
Marker
Attorney's Fee
Filing this Account
Total Credits Claimed
$
$
$
10,808.05
10,808.05
2,511.00
8,297.05
AMOUNT
$ 17.00
60.00
1.00
7.00
14.00
1,094.00
3.00
800.00
500.00
15.00
$2.511.00
.. ~~l,~r. ..._ . . ADMI~I§J~A T~X iN01TICE · ··
E'state. 0( Benjamin Al-
varez a/k.fa deceased,~late
I of Smith Township, wash,-
ington county. penna.
Letters of Administra=
tion upon the above estate .
having b.een granted to the
undersigned, notice is
. hereby given to those in-
' . debted thereto to make im-~
_mediate payment, and to
-those having claims or de-.
mands to present them for
settlement. . Angeles Alvarez
Administratrix
p. o. Box 55
La;1geloth, .Penna~
. John L. Brunner ·
·walter w. Gregory,'Jr._
Attorneys .
27 Main Street
Burgettstown, penna.
J -15-22-29
PROOF OF PUBLICATION
---01--....:....
State of Pennsylvania
County of Washington ss.
I, _E_,_B.__ ••.•. Y..O.S.bU.r_g., .... .J.r. ................... , publisher of THE BURGETTSTOWN
ENTERPRISE, a weekly newspaper published in the Borough of Burgettstown,
County of Washington, State of Pennsylvani'a, hereby certify that the annexed ad-
vertisemen1l ... A..l..V.9J~.e.~ ... .e..$..t.ff~.e. ................ was published in said newspaper for
____ :th.h~Sl-C~J .. ," ....... -consecutive weeks, commencing on the ..... .1.5tb .......... -... __ ........
........ ~J.gnua.cy .................................. , 19 .. 6~ .. 1-day of .... 7!.~0.Y...?.:r.Y. .................. 19 .Q2. and conclud~'ng o ' e ........... 2.9th .. day of
. .. ...... C..d.. ..... li~-----.......... .
Taken, sworn to and~subscribed before me this ... .1.~~
19 ......... ~-~--... ?' ~6 ~ -.
....... . ~ ~~--;~bli~------
"". "'"...! o'' £\jBL\0 ' -• ~!~ .. Q.9.l~Ji:~::r.' .. L?. ... "!~~:.;:!.l'i9~~?J .......
tM comr.\b<)or~~'"'' ~4~~i\ington coull?l
l)ut~attstown. •
Washington County Reports''
63 SOUTH MAIN STREET
Washington, Pennsylvania
_(PUBL.ISHED 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 W ASHINCTON ~
STATE OF PENNSYLVANIA ( SS.
Personally appeared before me, a Notary Public in and for said County and
Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and
says: that he is the Editor of the WASHINGTON COUNTI 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 t'his behalf; that the said WASHINGTON· COVNTI
REPORTS was established on March 3I, 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:
........... Je.nuary ... 23 .. ,. .... 3.0., ..... 1.96.9. .... ..
........... Fehr.uary. ... 6.+ .... ~9..69 ................... ..
....... Q~~ay oL ..... _r.~l?.r.~~-r.Y ....... , 196 ... 9. .. ....... 1~--~-............ ..
KATHERINE C. YARD, Not y Public
Washington, Washington Co., Pa.
My Commission Expifles
November 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 them
for settlement to the Executors or Admin-
istrators or their Attorneys.
•••••••••••••••••
ALVEREZ, BENJAMIN a/k/a BEN" NIE ALVEREZ, Dec'd.
Late of. Smith Township, Washing-ton County, Penna.· . Administratrix: Angeles Alverez, P. 0. Box 66, Langeloth, Penna. , Attorneys: .John L. Brunner, Walter W. Gregory, Jr., 27 Main St., Bur-gettstown, •Penna. ·
:STATE OF PENNSYLVANIA,
.WASHINGTON COUNTY,
The within named Accountant being duly sworn according to law, depose and say that the above account
d · d she ·1 b 1· s . as state IS true an correct as .......................................... ven y e 1eve.
Washington County, ss:
I ' .
I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
prescribe~ by Statute and R~le of ~brt, as evidence by proofs
thereof f1led to No. __ /,j ____ J/) ......................... .
Witness my hand and official seal this .. ~~---········ dayoL~ _ -------------Q.ijq·------;·-----192.0
·"""""~:.K.A.-: .. .ll~ ............ .
Register of Wills
r---...->--..~:--:-~·-~,_-.__.....:-----::-=:o. .... · .. ..-= ... ,~ . .,;,:::.;_ ... ...,.~ ... ~~:~--._:_ .. -~S.:~:_~---~~::.:..,..: ....... ~ .. -~_._..:._.1.;:__.-__ ~ ... :...._::.:.._·:.·,.-;~:;-~-....
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The Court is respectfully requested to determine
proper distribution in this estate .
Counsel for Accountant
\
~ll tl]r <11nurt nf Qtnmmnu Jlrall nf lfnsqingtnu Olnuuty
®rp4ttull' <trnurt 1llitrl.ainn
In the maiter of the Audit of Account in
BENJAMIN ALVEREZ, a/k/a
Estate of BENNIE ALVEREZ
TO THE AUDITllm JUDGE:
No. _ _:1.J.6J..:.97..:-::..2r;:....l.3 __________ _
Enter __ ..... oLt.,.l_.r ______ appearance for __ ___:Ac:....::.c....:c_o_u.:...· _n_t_a_n_t ________________ _
N. B.-Counsel shall, by separate paper, present a concise statement of each
claim, w-ith supporting 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.
J
...,.
;,
No. 1 69-23
In re Audit of Account in Esta;te of
BENJAMIN ALVEREZ, a/k/a
BENNIE ALVEREZ~
AUDIT
"' 4'1 . --I Jra~tiP& ~qr: A1!Jl?Iattr~
"P rT\ CFOR :x;,. • (fl 0 ,,... .._... _..... --r~ -:I. (fl (fl l il Z. -t rn ~ ·0 --; rTl r-u ?J ,..... ACCO~ANT ....., "' :z ::;:;-7.: ~
. l. :r..--~ ~ :.:0 u-.J '-' ; .. z
-u .. 0 ---,.,... . -· "J?" "" • ;;o;cro-.. .
JOHN L. BRUNNER
WALTER W. GREGORY, JR.
~2
Attorney
~--
(Form where decedent died intestate)
lln t~r ®rpqans' Q!nurt nf llasqtngtnn Qinunty
ESTATE OF No. '69-23 ~x·
BENJAMIN ALVEREZ •. a/k/ a In the audit of the First and Final
I?..~N.N.J.~ .. A.~Y~.Bt¥.1.~ ............................................................... . Account of Angeles Alverez
State (I) whether de-
cedent was married or
unmarried; (2) if mar-
ried, whether a husband
or wife . survived and
his or her name; (3)
whether or not there
was any marriage settle-
ment; (4) whether or
not family rel3tion was
maintained until deced-
ent's death; and (5)
whether the decedent·
left children or issue of
deceased children.
Deceased
The petition of. ................................... ~E1J~-~-~-~-~---~~.Y~E~-~---·················-···············································
(Name of Petitioner)
respectfully represents: ······-~-~~j-~~-~?. ... A!Y.~E-~-~!. .... ~/~/..~.-~-~~~~---A~Y~!..~-~----····-
( a) The decedent died .............. N.9Y.~.m.9.~.r ... .t1. ..... J~.9.JL ................. , intestate and
(Date)
letters of administration on ..... hi.s ........... estate were granted ........ J.anuar.y ... 8 .•. ::.1.9.6.9 .. .
· (Date)
as per record thereof appearing in Administration and Bond Book No ......... : .......... ..
at page .................................. : ......................... .
Decedent was survived by
.. Angeles Alverez •. Wife
·-· Ben~inin Alverez. Jr .• Son
"'·' Alice M. Blue, Daughter
Marriage relation was maintained until deced~nt died.
within h • (b) At the time of death, the decedent's domicile was :Hbbcm:t t e Com-
monwealth of Pennsylvania, to-wit, at.. .......... Sm.ttb. .. T.9WJlehJ.P. ......................................... .
(Town or Township, State ·and Nation)
and residence was at..P ...... O. ... J?..Q~ ... .Q_g_. ____ J.:,_~pg~1.9th."--.P..~.P.P.:§Y~Y.~t~ ......................... ..
(Town or Township, State and Nation)
(c) The names of all per~ons h~ving. any interest as heirs or next of kin
with the names of their deceas~ed parents, to show rei~ti~~ship if they take by
representation are as follows:
NAMES Relationship Interest
r -'
Of age, sui-
juris, or not,
(write yes or
no).
Name of Guardian, Trustee or Committee, if
any, or beneficiary. manr..er and place of record of appointment and is bound suffi-
cient to cover and protect share.
''·
Angeles Alverez '=-• .. Wife 1/3 yes ,,
Benjamin Alverez~. Jr. Son 1/3 yes ..
Alice M. Alverez Daughter 1/3 yes
State exceptions,' if any,
giving names and dates
of death and the names
of their executors or
administrators, or the
names of their issue as
the same may be mater-ial.
Describe type of notice.
All of said parties m interest are living, except
(d) All parties having any interest have had .. a.c.tu.al....notice of the filing
of the account by letter.
.. _,_"'
~
{e) Balance for distri~ution per Account $ .... 8 ..... ~.9 .. 7 .... Q.()
(f) Additional debits, not shown by Account
(Itemize)
$ ............................. .
(g) Additional credits, not shown by Account
(Itemize)
$ ............................. .
$ .... 8.,..2.9.1 .•.. 0.5
Insert word "not" where I (h) Claim for exemption has been made, and has .. not ............. been paid.
necessary. (i) The estate is .................. subject to the payment of inheritance tax to the
State of Pennsylvania.
11 taxable state w~eth-1 (j) ,The estate·is ........ n.ot. ........ subject to the payment of the county 4 mills
er tax has been pa1d. ·
lf too many for the
space, annex a list there-
of; if no such claims,
insert the word "none."
If any creditor or other
claimant has not re-
ceived actual notice, that
fact must be stated.
Indicate such claims as'
may be secured or en-
titled to a preference,
and give detailed infor-
mation concerning such
security or preference.
·Here· insert a referen~
to all questions · requir-
ing adjudication, and a
!itatement of any mater-
ial facts not already
given. If none insert the
word "none."
If any share has been
assigned or attached
that fact should also be
stated here.
State kind, form and
character of property
composing the balance
for distribution, and if
any part thereof is· not
cash, whether or not
there has been any elec-
tion to take such part
·in kind •
tax.
(k) The estate is ..... .riot ............ subject to the payment of Federal inheritance
tax.
(I) All creditors (and other persons who have complied with Rule II,
Sec. 9), of whose claims the accountant... ....... ha:v.e ...... notice or knowledge, have
........................ received actual.notice of this audit; the amounts of their claims and
whether or not they are admitted to be correct are as follows:
none
(m)
• (n) The balance for distribution consists of property in kind, form and
character, as follows:
cash
Are there any advance-{p)
ments by decedent to be
considered on distribu·
tion and has ~ny distri-
bution on account been
made by accOuntant to
~ny distributtee?
· ( q) Give. brief location of any real estate sold.
If: prior accounts have {r)
heen filed, list number
and term.
Wherefore your petltwner asks that distribution of principal and income
be awarded to the per~ons. thereunto entitled and, suggests that th.e ·balance of
principal and income should be awarded respectively as follows (shares being
stated in proportions but not in amounts) :-. · · · ·
Angeles Alverez, Family Exemption and l/3 residue
Benjamin Alverez, Jr. 1/3 residue
Alice M. Blue 1/3 residue
County ofWashington, ss.
The above named petitioner being duly
And your petitioner will, etc.,
sworn -·doth depose and say that the
facts set forth in the foregoing petition are true
to the best of h ..... ~!. ............. knowledge and belief.
·Sworn to and subscribed before me this . 70 19 ............... .
~~ .
.. ............. ~ .. (s~e .. ~i .. P~-~i~-;~~~;) ..................................... .
l
"'
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--1
. FORM IN CASES OF .I NT EST ACY
I 6 9 2 3 ~~~~."' . No ................ :-: ... , ............................... .X~~95XX~~::xAX
IN THE
ORPHANS' COURT
WASHINGTON COUNTY, PA.
. I f BENJAMIN ALVEREZ, a, k, a
, BENNIE ALVEREZ Estate of ............................................................................... .
Deceased.
Sur account of ...... Ap._geles Alverez . ·-·-············-------------------·--------"------------·
PETITION SUR AUDIT
In Conformity with Court Rule III,
Sec. 5 (B)
COUNSEL FOR THE ACCOUNTANT WILL
SUBMIT HEREWITH
1. The letters of administration.
2. A copy of the inventory and appraisement.
3. Proof of advertisement of the grant of letters,
if not filed with accountant.
4. An appearance for those represented.
5. Inheritance tax receipts, if any.
6. Certificate of liens in case any of the funds fo.r
distribution are derived from the sale of real estate.
7. Copy of Federal Estate tax return, if estate is
subject thereto.
8. Signed elections to take in kind, if any.
John L. Brunner
Walter w. Gregory, Jr.
-------------------------·-----------·---.Att:~~~-y:·s--·r;;--A~~~~~t~~i.
~2
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SllL~i\ .:10 H31SI~3H
ONicPHi -1l3SSn~
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-; 'l ~ ~-:;::: ".\•£ I 0: ,; ~ ..Si.·~ /..._ § ;;, '"',"/~, ~~"" ... ,,-y ..:' •. 0., '</l" -.J'1 "' .· .~ -~ /' .• J \ l• "" •" "~ v.~ · · . f -~i '"
f',.,.#A, V l' ,--_] "'-'{ ~· ..... ~~t.:..''
'l'jl'!,. ' 7.. ,,.~' . " .. ().,.-, ·' .. ~
~~ tlft C!tnutt nf C!tnnuunn Jlhas nf llasfJingtpn C!tnunty.
ttltnnsyluanta. ®rp4ans • C!tnutt, ltutsiltt\, t~-"' r-~~
ESTATE OF No.--=2L3_o=.:f=--=1~9.::.6~9 ______ _
Benjamin Alvarez a/k/a lnthematterofthe First end Fins]
Bennie Alvarez, Account of Angeles Alverez
deceased. Administratrix
ADJUDICATION AND DECRE:E
And now March 11 , 19_1j)_, this matter came on for hearing,
audit and distribution at this session and testimony taken; and t~ereupon, upon due consideration
thereof ·the balance for distribution in the hands of the Accountant is determined to be
$ 8,297,05 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 hereof, unless exceptions ~ereto be filed
sec. reg. or an appeal be taken herefrom sec. leg. ' ' ,.
'> }
SCHEDULE o·F DISTRIBUTION
Balance per account--------,--..----------
!3alanc.c::_ ____________________ _
Deduct Clerk's Costs & Receip~-------------
Atttorney·_-~B~r~un~n~e~r~&~G:.:!:r~e!.l::g~o~r-.~Y~---------......
24.00
Angeles Alverez, widow, Family Exemption as re·~" ~
questeq at aud,it, .~ .. 000.00
Russell Marino, Agent, transfer inper.itance ta_1 $43~:·~~ Interest from 2-17-70 _to 3-28-70 · 439. J7
Angeles Alverez, widow, 1/3 balance,
Benja~in Alverez, Jr., son, 1/3 balance,
Alice M, Blue, daughter, 1/~ balance, 89
$ 8,297.0$
~ .. ,. ... -
No 'Oalance
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:· -
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Form RCC-33
RESIDENT DECEDENT
, .
.. · ..
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF R~VENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
I •
IhWORTANT: 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
__ the. Inl').erit~nce __ an!l.E.!:!t!lte .TI'\-?C 1\c~ of 1!!§1.)
State of ... P.g_:r:m ... §Y. .. :I:,.V..c.l.!l.; .. ~ ........ : ................................................ :.}
• ss: WashJ.ngton · County of ..................................................................................................................... .
............................................................................................................................... A.~9.~..!.~ .. ~ ..... A.~.Y.~J.:.~.~ ............................. : .............................................................................. ***
Administrator of the estate of the above-named decedent being duly sworn, depose and say
Decedent.dJed ...................... N.9.V.~~~~~····························~i~·;·; .......... , l9.(.~~·;······{~=~X'X'XiX94!~~:!00f~>@~9(!)C}
:::::.;;.:::·.~::::::::::::::;; ::} -~~-~~t~·····:~.;::;.:-.:·····~:;::.~~-!"!·!.~:.~~-:···P.;.~:.:~:~~-~-f·!:.~~-: .. ·.: ... ·:::i~~i?.i ................... ..
mailed.
h Administrator d · t · f ·1· 'th th ff · f ·d t d th That as sue ...................................................... eponen 1s am1 tar w1 e a atrs o sat es ate an e property con-
< Jo:x.,r.u tor-A lim inislralor)
stituting the assets thereof and their fair market value.
That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly
with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent
or deputy, with the exception of the following:-NONE
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSiT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
That the 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 )lereto and made part hereof sets forth full v and in"·detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving
the amount still due at death, name of mortgagee, date,_ rate of interest, and_book and page of record
thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels, the estimated market value thereof as of date of death of decedent. ·
That Schedule 8 attached hereto and made part hereof sets .forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent
at the time of death, whether in decedent's immediate possession, standing to decedent's ·c"i-'ed-i,f'in banks . -J I-~ o of deposit, savings banks, trust companies, or other institutions, whether individuallr,c-or.in .trust for
any other person or persons giving also separately t~e: accrued in~~rest thereon, if any:/ ~own to.,.~t~~ ·l_a~t
interest day prior to decedent's death in the case of savings banks, and to the date of decedent's ~eath
in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in-
debtedness of the United Sta"tes to the· decedent; all obligations, whether by statute ;1: agre~ment t~.ey
are designated as tax free, of the United States, or any state, or political subdivision thereor, or of
a~y foreign country, which are.owned ~t the time of death; all wearing apparel, jewelry~/silve~ware, 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 by decedent, together with the fairly estimated
market value thereof; all bonds and mortga~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. a·ccrut!d itttt!f'~st th~f'~fitt ttl th@ d&te or dece-
dent's death and other investment securities owned by the decedent &t the time 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 itemi·zed form, together' with the fair market value
thereof, any other property.owned.''or bequeathed by the decedent at the time of death.
The Schedule C attach~d hereto and made part hereof sets forth' a true answer to each inquiry
contained therein and in the case of transfers ofproperty, real or personal, within two 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, t? whom transferred, the
relationship of the transferees to the decedent, the proportionate share received by each transfe~ee and
all other facts of a pertinent nature regarding said transfers. In the case of t~ansfers 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. Ther•~ is also set forth in said
schedule a list of all property, real and personal, with its value, which passes at 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. in,.dividually or jointly, by. the will·'· deed, ·or other instrument of another,
with a copy of the instrument creating such power attached ,to .the s9hedule.
That Schedule D attached hereto and ma4e part hereof sets forth the names and addresses of all
persons beneficially interested in this estate at the time of decedent' s· death,. the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior
to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all 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 se~s 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 ~tate; 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 anrl unpaid at time of
death; taxes accru~d 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
..................... :~ ........ ~~ ............... day of ...... :F.:.~~ .... ~.~.;:Y. ................... 19 ... 9.9. .. .
. {4 ~ .... ·;{#~~ ·, 'i'!:t:t'~f' ..................... ..
.// d )p:l
........ ~~~~t~~d~~~~·=··~·········~···
................... ~ .. ~ ...... C?. .. ~ ...... ?..Q.~ ..... ?..?. .................. _ ............................ -.... ~ .. -~ ..
(Street Number)
..
. .· '-·r 1? '"71 .r v-..,., -.
•• a~ ,; .. ,ton county '~v r ).,. '· .::),: .......... ~.?.l.:l.9~.~.Q.1:.h.s.. .... P.~nJ1$.Y..l.v..gu.i.g ......... ls.o.s4
NOTE: Before
B._rzet'"' ,..,o, Pa.
signing affidavit
(City or Town and State)
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.
R'tc·u t1:;e•1
COMMONWEAL. TH OF PENNSYLVANIA
D1E'P.ARTMEN·T OF REVENUE a·UR~AU OF COUNTY COL.L.ECTIONS
T.RANSFER INHERITANCE TAX
eSESipENT PECEDENT.
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scHeouLE ... A'.'
REAL 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 "E". Property h~Jd by
the .decedent· 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
d~scrlbed by lot and block number, street and street number, together with
(1)
a general description of the property, with a reference to the record of the ASSESSED VALUE ' '' conveyance by which the decedent took title; If a farm state number of a· FOR YEAR OF ct,es; also statement of mortgage encum~rances upon each parcel at death DECEDENT'.S" of decedent. Taxes, assessments, accr.ued Interest on mortgages, etc.,are DEATH to· be listed on Schedule "F" and must not be deducted from this schedule.
NONE
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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.
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(2) (3)
DEPARTMENT f ,.. ' ,_ ~ VALUATION
ESTIMATED CAUTION MARKET,VALUE . (Do not write
In this space)
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RCC:..:!S5
qoMMONWEALTH OF PENNSYLVANIA
~· TM.NSFER INHERITANCE TAX
RESIDENT DECEDENT
•. ..
SCHEDULE "B"
P~RSONAL PROPERTY
.....
IN~TRUCTIONS: This Schedule must disclose all tangible and intangibl.e 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 dec'edent; 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, N .
stocks, ·mortgages, notes, together with accrued interest or rlividends, .. salaries or wages, _insurance pay-
able to the estate or firluciary 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 ITEM · UNIT ESTIMATED DEPARTMENT VALUATION
No. List and·describe fUlly VALUE MARKEr VALUE (Do not write in
this space)
Savings Account No. 19425
Mellon National Bank & ' ~~ Trust Company
Burgettstown, Pennsylvania Office $ 10 ,200.0(
Twenty-five dollar United States
Savings Bonds
Q 396113429 E March 1~44 $ 40.83 /
Q .410163017 E May 1944 40.83 v ..
Q 436666462 E June 1944 . 40.96 v
Q 590043533 E Feb. 1945 39.50 v
Q 606311681 E March 1945 39.50 v.
Q 663604524 E May 1945 . 39. 50·v
Q 685575373 E June 1945 .39. 65v
Q 695931503 E August 1945 38.87v o· 708158271 E Sept. 1945 38.87v ' .
Q 722037470 E Nov. ;1.9.45 38.87 z/
Q 739399489 E Dec. 1945 39.33Y'
Q 734802577 E Feb. 1946 38.53Y
Q 745338606 E March 1946 38.53£-r
Q 1004435550 E Dec. 1951 32.94v
Q 1077889445 E .Dec. 1952 3]J~67 '://
Q 1184649870 E @9ec. 1954 29.67. .
608 .o·: o/:
$ 10,808.0:
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Insert this total opposite "Personal Prop~rty", Schedule "B" in X X
the "As Reported" column on the last page of this return. $ 10,808.05
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RCC-36.
rbmtOl\''I'E..\LTH OF PENNSYLVANIA
TlUNSFER INHEIUTANCE TAX
~S~IDENT DECEDENT
SCHEDULE "C"
TRANSFEfi.S
.. / .•
(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) No ' · .
(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 1 s health at time of making the transfer. (Note 1).
(c) Cause of decedent'~ death. (Note 1).
(4) Did decedent, in his lifetime~ make any transfer of property without receiving ~ 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 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 val_u_a_b_l_e-an-d-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 th(• property transferred?
(Answer yes or no) ___ N~o ____ _
(b) The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom? (:Answer yes or no) --"-N'-0;;...._ ____ _
(6) If the answer to (5) (b) above is in the affirmative, state ~hether the right was reserved in decedent alone or others ________________________________________________________________________ _;_ __________ __
(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 sub.Ject to change,
because of a reserved power to alter; amend, or revoke; or which conld 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 supporterl. 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 tr~tlisferred, 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
Insert this total opposite "Transfers", Schedule "C" in the
"As Reported" column on the last page of this return.
MARKET VALUE
(Estimated) DEPT. VALUATION
(Dept. ·Only)
r ' ., _ ......
' H.CC-38 ·
CCMMO~wE.\l.TH OF PENNSYLVANIA
TlU~'$l·'FH INHERITANCE TAX
../
HF.SIDENT DECEDENT
;, .... '
SCHEDULE "E"
JOINTLY OWNED PROPERTY
1:\STRl'CTIOKS: 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 under Schedule
"A", p'lus 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-<rWners to
the decedent.
~ · ...
Description of Property, Date of Acquisiti~n, Name!
Address and Relationship of Co-Owners, and Place
of Record of Instrument, where Real Estate. 1
Unit
Value
Percentage
Share
Estate
Valuation
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
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Insert this total opposite "Jointly Owned Property", Schedule nE"
in the "As Reported" column on the last page of this return.
•
Value of
Entire
Property
Value of
Decedent's
Interest
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RCC-37 (12-63) '. •' COI\11\ION\\"EALTH OF f'ENNSYYLANIA
TRANSFER INHERITANCE TAX
RESIDEN'f DECEDENT
~;
-BENEFICIARIES .AND ADDRESSES
State 'full names and addresses of all
~
who
ave an interest, vested, contingent or other-
wise, in estate)
Angeles Alverez
P.O. Box 55 .
Langeloth, . Pennsylvania
BEmjamin fA1varez Jr.
Upland, California
Aiice Marie Blue
Langeloth, Pennsylvania
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SCHEDULE "D"
BENEFICIARIES
RELATIONSHIP
(If step-children or SURVIVED DATE INTEREST OF
illegitimate children DECEDENT OF BENEFICIARY
are involved, set STATE YES IN ESTATE OR NO BIRTH .) forth this fact.)
Wife Yes One-third
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Son Yes One-third
Daughter Yes One-third
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Depo~ent further says that all the above-na~~d benef\cia.ries /re living at this time except below:
NAME DATE~TH RESIDENCE
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Will
Administration ~ No ........... . Year ........... .
r.-1 THE
~lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Benjamin Alvarez a/1<:/.a. .. J,3~~. ; .. :-AlVarez· · · · · ·· .. · ··· · · · · · ·· · · Deceased
Late of .... Sm.i.t.h .. T.ownship ....
County of .... W.<i.~.tt:i.P.g t o.n ............. .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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(Executor-Administrator
must complete "As
Reported" column #1.)
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