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Home My WebLink AboutOC1969-0083 - ESTATE OF WALTi\ffibautt ®f fxrrutnr ®r i\bmtnistratnr ~~ -~ r--f0 .,tat.r of J.ruuayluauia, ~ BB: C!!nuuty of Dllaaqiugtnu P all b f h d · d h · notarv P.ublic · . d f "d erson y e ore me, t .e un ers1gne aut or1ty, a .......................... .z ..................................................... m ao1 or sa1 County and State, appeared ............ ?..!!~.~! .... W.~J:t ........................................................................................ who, being duly sworn according to law, deposes and says that he is the executor »~of tl:.e estate of ...... J.ulia ... A ...... Wal.t .............................................................................. deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of..~Y.!.:!:!! ... ~.~ ..... ~~.'!: .................................. , 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 elate of the decedent's death, based upon a just appraiserr_~nt of each item made by the above named Executor · · . . ... .. ... ... ... ~-·· .. ;······· .. ···~~~~~~···INSTRUCTIONS Executor~ 1. An in:;entory must be filed within three months after appointment of personal representati-,re. 2. A supplemental inventory must be filed within thirty clays of discovery of additional assets. 3. 1 Original ancl2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33, Over $1Q,OOO, 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 1Juututnry null "pprni.atmttif of the g_oods and chattels, rights and credits which were of ....... J.J.Jl.ia ... A ....... W.al:t ......................... ~ .......................... Jate of ............ ~QD& ... ~~.m;~h ... J~9.!.Q!:!Kh ......................... .. Washington County, Pa., taken and made in conformity with the above affidavit. DOLLARS REAL ESTATE ---- NONE E S T A T E ------ 50 shares of capital stock of Porter Creek Coal and Coke Co., as per Certificate #55, dated ~/1/190~, and issued to Edwin W. Walt, and by him assigned back unto himsif and his wife, Julia A. Walt, o~ 8/7/19~0, the said Edwin W. Walt having died on 7/13/1955, where• upon his widow, the within decedent, became vested with the entire ownership of said shares of stock by reason of her su:wi.vorship in a CENTS tenancy by the entireties, at $5.00/sh., totalling·~-------------··$ 250 00 100 shares of the common stock of General Foods Corporation,.im·~ porated under the laws of the State of Delaware, as per Certificate # CC59858, issued to Julia A. Walt on November· 18, 1968, at $LJYsh. totalling-------~--------~-------.~------~-------------8,175 oo·· 80 shares of the common stock of General Foods CoDporation, in• corporated under the laws of the State of Delaware, as per Certifi• cate # ~ 1012~5, issued in the name of Julia A. Walt on N~vember 18, 1968, at $81.75/sh., totalling·------------------------------·· 6~5~0-00 Total Perso~ Estate·---------------------·--------------------~1~,965 00 ~ \ -' •. ..--· . ....,.. I . l /7&-Y '-3-"r-!3 Inventory · and Appraisement IN ~jfE EST ATE OF .c/ ·. c .. ~ '"'· · ··,.·, .. ,Julia A. Walt ....................................................................................................... Filed ................................................................ :., 19 .......... . ~) E~;'Q >~C: ~~~~ ~ f.P. ~~ :2;~~ ~f'!.iF_ -i :;::} V"' ~o,..., -· ... t1 ~ 0~ ~~ c--.,~ ~·-· ~ ~~ \?•rQ ~(A ~ .... en c.o ~ c:n ~ :::X U't -1:' ~ .. ~ ~ r· ... n..,., ' . .. 0 ... VICTOR E. RIVA, ESQ. P. 0. BOX 115 CHARLEROI, PA. 15022 .--.. -=""!': _.-#" --~ ~ t. ...:: 'f· ,_:_..,..~ . ,., ~ '* -, ' . \ . .., ; .;:I-- I -I ~9 qrt ~ .ffJ /j'Jt?l"' r. (- t": . -~ ._.., (", ·t; .. 8 l . - : _( (" ' I' f.~ :;-; L r. ,- •• ~<....-.___ .. ·"'--~ I I I I I I I I ··I I I I I I I I I I I I I I I I ' STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ SS: The within named Accountant being duly sworn according to law, deposes and sa)S that the above account as stated is true and correct as ............ ~-~------------------·-····--· verily believe.s. Sworn and subscribed before me this ... 7-t;i ..... . day of ________ (2~----------------19.~-~------- ~l~----- CHARLEROI, WASHINGTON CO., PA. My Commission expires April 3D, 1973 Wa:shington County, ss: / /J L:!)~---------------~-------- Samuel Walt I do certify that I have given leg'al notice to all persons concerned of the filing of the within account in the manner prescribed by Sta·tute and Rule of Court, as evidenced by proofs thereof filed to No .. b3.~_£ __ ~_'J__{J_ ____ , Witt1ess my hand an_d official •seal this ____ cJ__ij __ ~------· day of ___ -----I l»(f_!!_~~----; -----19 b'f__ ~-Til-~----------------Register of Wills ...., ...... . ,~· ... ~~·: H:··,;. ·~.,-_. .... '1',' 0 .... -d .. ..., = :· . I :::! ' I. • 0 ~ ": : . ..; .. 4 ... ~··~; •. ..,_·' "' t "' < . ; ' ll t 0, ·~ +-! :::). r:.. q 16 37 0 Ql. OCT !6 AN fO ~ r-1 X: E-< nl ~ < ~ c E-< ...-1 •r-t <:' W· ~ ~ -H ~ ~ RUSSE"ll UtJ1HtO rt'lj "0 ~ 00! . 1: ~-G~C::.TcE"' QC' f'fLLS I: < nl ...... :._ ""\ . ~ . 0'1! ...-t! ASHntGTQfl CO .• PA. (.01 nl ~ IV, I! •r-t Ul ;:l! rt'l! r-1 ~ e: I.Oi ::l •r-t nli I-) ~ ool 0 z ... " ·; .;...('~;,.( ~ {' ~ t . . .. ... -. •:Jo. ·::l ,· 0 0 C,) 0 Q) ..cl . ' ..., 0 . ..., 'd Q) ..., d Q) "' Q) .... A ..., d :::! 0 "' "' ol = ·fil :a ..., . ..., "' -~ 'bij 0 Q) Q) ~ ..., ..cl ~ ..., g~ -g~ < ;:; ·-. ; . . ..... - ol ..., d :::! 0 "' "' < .... 0 .... nl I» >. ~ ~: .... :o :~ .! < ~: ~! o: ~: c;: •r-t! >i N t ~ r ~ ~ --~ ~ q • • • I / •' ,· I' ... . ~ ,, \ - • ' The Court is respectfully requested to determine proper distribution in this estate. 1/".d;v [' 7fl;, .I 4h_)t~ ',/ Counsel for Account~nt (J (J' I ( ' . -:.• IN THE COURT OF COMM:>N PLEAS OF WASH~GTON COUNTY, PENNSYLVANIA ORPHANS' COURT DI~ISION RE: ESTATE OF JULIA A. WALT, ) ) NO. 63 ... 69 ... 83 Deceased. ) FIRST AND FINAL ACCOUNT OF SAMUEL WALT, EXECUTOR SCHEDULE A PRINCIPAL ~ PERSONALTY Receipts, ~15,200 20 Disbursements, 5,085 15 $10,115 SCHEDULE B INCOME M PERSONALTY - Receipts, 4-04-26 Disbursements, 0 00 4-04- SCHEDULE C PRINCIPAL -REALTY I Receipts, "· 0 00 Disbursements, 0 00 0 SCHEDULE D INCOME ... REALTY ~ Receipts, 0 po Disbursements, 0 0( 0 ' Net balance for distribution, $10,519 OS 26 00 00 31 RE: ESTATE OF JULIA A. WALT, deceased. SCHEDULE A PRINCIPAL ~ PERSONALTY RECEIPTS Per Inventory and Appraisement filed, Credits Refunded by: Blue Shield, Medicare, DISBURSEMENTS Administration Expenses: Russell Marino, Register of Wills, probate of Will and three $ 31 204 short certificates, $ 12 Guy Rogers, Deputy Register of Wills, for visit to Long Braner to obtain oaths of subscribing witnesses to Will, Dave Price and Ella Mae Abbott, advanced by Executor for services of subscribing witnesses, The Valley Independent, legal advertising, Washington Record Company, legal advertising, Russell Marino, Register of Wills, filing fee of Inventory, Russell Marino, Register of Wills, balance on Letters, Russell Marino, Clerk o.c. filing fee of Account, Victor E. Riva, Notary Public, notary fees to Inventory and Appraisement, State Return and Statement of Debts, Elizabeth J. Johnson, Notary Public, notary fees to Account and Audit Pe~ion, Samuel Walt, Executor's commission, Victor E. Riva, Esq., counsel fees, Preferred Debts: James Beatty Funeral Home, complete funeral, Johnson Memorial Company, inscription on grave marker, Exoenses for Last Illness: --- Charleroi ... Monessen Hospital, expenses during last illness, Dr. Victor W. Bair, medical expenses, Donna Eckman, last nursing expenses, Beverly Pierce, last nursing expenses, Standard Pharmacy, medications, Other Debts: Samuel Walt, balance due on loan account, Victor E. Riva, past account, 20 10 10 14 4 9 18 2 1 750 750 820 20 1,988 333 20 10 10 31 250 20 00 50 00 00 so 00 00 00 00 75 50 00 00 00 00 90 00 00 00 OD 00 00 $14,965 00 235 20 ~15,200 20 $ 1 ,602 25 840 00 2,361 90 281 00 $ 5,085 15 " RE: ESTATE OF JULIA A. WALT, deceased. SCHEDULE B INCOME -PERSONALTY RECEIPTS Interest on Simplified Savings Account at Mellon National Bank and Trust Company, declared on February 1, 1969, $ 53 26 Dividend Checks: (General Foods Corporation) 3/11/69' $ 117 00 5/11/69' 117 oc 9/9/69, 117 00 351 00 $ 404 26 ~ DISBURSEMENTS None, 0 00 . . ,. . RE: ESTATE OF JULIA A. WALT, deceased. SCHEDULE C PRINCIPAL -REALTY RECEIPTS Per Inventory and Appraisement filed, 0 00 DISBURSEMENTS None, i i 0 00 SCHEDULE D INCOME -REALTY RECEIPTS ".., None, 0 00 DISBURSEMENTS None, 0 00 \. Proof of Publication of Notice in The Valley Independent Under Act No. 587, Approved May 16, 1929, P. L. 1784, as amended by Act. No. 51 of April 24, 1931, P. L. 67 State of Pennsylvania County of Westmoreland }ss: Personally appeared before me William H. Pore, Secretory of Mon Volley Newspapers, Inc., a Penn- sylvania corporation, publisher of The Volley Independent, who, being duly sworn, deposes and says that The Volley Independent is a doily newspaper of general circulation in Fayette, Washington. and Westmdrelond counties, Pennsylvania, and elsewhere, published in the City of Monessen, Westmoreland 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 publication is attached hereto exactly as the some ·'was printed and published in the regular editions and issues of The Volley Independent on the following dotes, February 6. 1969 February 13 and 20, 1969 Affiant further deposes and says that he is General Manager of The Volley Independent, a dally 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 ore true. h-dL e==== . ) /. ~ . _...-="""') COPY of NOTICE · J Sworn to and subscribedl·t3efore me this 2 f s t letters test!ment!ry on the estate Of I 'J ~~ Julia A. Walt late of Lon; Branch Bor-16 f r~:hbe~nas~~~~tt: C~n~hede~e:l;1~/·~f day of Febru~;J~~ . Sl . . '. Washlngton'·countY, ,notice Is herebv glv-~ uA_ ~ en to all persons Indebted to said estate 'A r-to 'make'· immediate payment; and to • fC_...-7.A A¢t. . ·· ~- those having claims against the same to CH~ Notnry:~P.Ubli<:?a. presE;J1t. them wltJ1out · delaY to Samuel •• , ·n • '"I. 'Welt,. executor; ... R4!D.· #J; Box 342 A, Coal ,,.on~~·" ' .. " . [Y•Ii,·es .CeoterJ~. ;pen~ai;W~Ctor' H:. Rlva, attor-l'f,~ Co.nt:•· "'1 '' <~1\ .n~Yr! 5?4: F,al!C?)Yfl~~ .!Jove., Ch2~6rlle3ro2IO, My commission expires Janu«f1 'I . e~ona., ' ,,, ' . , ,. , :---.. --···-~- STATEMENT OF ADVERTISING COSTS: Victor E. Riva, Attorney at Law P. 0. Box 115 Charleroi. Pa. 15022 TO MON VALLEY NEWSPAPERS, INC., DR. For publishing the notice or advertisement attached hereto in The Volley Independent on above stated dotes .................. $ 10 · 00 Notary ........ ' ................................................................ $ ·50 Total .......................................................................... $ 10.50 PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Mon Volley Newspapers, Inc., publisher· of The Volley Independent, a daily newspaper of general circulation, hereby acknowledges receipt of the aforesaid advertising and publication costs and certi- fies that the some hove been duly poid. MON VALLEY NEWSPAPERS, INC. By , ~Washington County Reports 63 SOUTH MAIN STREET Washington, Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CoUNTY OF WASHINGTON t STATE OF PENNSYLVANIA ( ss. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, publis~ed 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 COVNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: .............. f.c-b:c.ua.r.y .... 6., .... 2{).,. .. .2.7..,. ... 1.9.6.9 .... that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as 7)'/!'me: p~ace and c~v of t~~ publication are true. t:/La)[_I?J '''"h""~'w":"""~"""' .... .27:_}h~ay of....Eebru.ar:y. ................ , 196 ..... . :::::::::..::{~~ Washington, Washington Co., Pa. My Commission Expires November 1, 1069 • 'Estate Notices The Register of Wills has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present t'hem for settlement to the Executors or Admin- istrators or their Attorneys . • • • • • • • • • • • • • • • • • WALT, JULIA A., Dec'd. Late of Long Branch Borough, Wash-ington County, Penna. Executor: Samuel Walt, R. D. #1, Box 342 A, Coal Center, Pa. 15423 Attorney: Victor E. Riva, 524 Fal·low-field Ave., Charleroi, Pa. .! 3Ju t~r (@rp qaur( Ulnurt nf lfaaqiugtnu Qtnuuty In the matter of the Audit of Account in Estate of: __ J_u_l_i_a_A_. _W_a_l_t....:':.._d_e_c_e_a_,.._s..,...e_d ____ 1 No .. __ 6=3=---;6-::....:9:._---=8=3_· ____ , ~XXX?'X.~ TO THE AUDITING JUDGE: Enter __ -=-:.m:J.y ______ appearance for· __ ~S!:!a:!!m~u~e=.:l=--..!.W:.::a~l~t=-'-'--=E:=;:x~e=-c~u~t~o,_,r,___ __________ _ 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. J ll_i:·o 1970 ,_,t'•l , . .., t.J P:1 2 r.tr3s~~.'-! it.:\l::o r::G '.J r: ;, r:;: '.':ILLS 22 63-69-83 ~xxxxx~. No. , ' ___ , In re Audit of Account in Estate of Julia A. Walt, deceased. AUDIT I Jr~rripr fnr i\ppraranrr FOR 1 Samuel Walt, Executor ,;;J ----------~------------------------- ") _ .. Victor E. Riva Attorney --·-=-============ -·~~2 PETITION SUR AUDIT Testate Form j IN THE ORPHANS' COURT OF WASHINGTON' COUNTY ~ ----------------------------------------~------------- l. Estate of ...... -!~!-~-~---~-:.)~~~~-! ........ ---~···············-~·-·········'"·· ' 63-69 .. 83 " -------. I . No .. , ... ·,·····•·;···,·······c·--·······t····:---···;·····~·..::···: ····;·········i ·············:································································ Fiduciary ..... ~.~~~~-~---~~~.!.' ... !:~.'::~~~.<?.~ .............. . ................................................................................................................................................................................... J Deceased ····~:~n·············"""·:.:···························::,·····:.-·-··············.-···· Date of' Date of · .J : Decedenrs' death .... J~UI!J~.r.Y..JJi._, ___ J:~.I?.~.: ......................... Grarit of Le,tters ..... -!~!!~~-~Y. .. ~.'!:, ... !~~-~-~----·~·-················-I -.j l l ._I ~ ' • • I .... This is the ..... J~r§.t. .. ~mL.:f.~!!~.:!-.:~ ..... ~ ........... L ............... account filed in this estate -I If th h · 1 b ' f' ·· t f'l·d · th' t t··' ·1· ·t f'l b ··b · d t · ·None · 0 ere ave een ormer accoun s 1 e 1n IS es a e, IS 1 e num er or num er an erm ............... , ................... . .J I~ .J ( Election to take Under or Against will. (cross out one) , Not applicable Date Election Place of; Filed .................................. Record ............................. . l I _ I ~ . Name of surviving spouse ...... N.0.11~ ............................................................. · .. ! .................. ~ ............................................. . List issue, where material: None Did decedent marry after execution of will? (indicate) ~u No. Any children born after executicn of will? (indicate) '}(~No. If answer yes, name them ...................................................................................................... , ......................... . ............................................ : ................................................................................................................... .:·:·····~"j""'"'"'''''" Legatees Relationship Interest Fiduciary, if deceased or not sui juris Samuel Walt son entire not applicable List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Ccuse: None If partial intestacy, give facts: Not applicable Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6.: Su,bdiv..ision c) received written notice of the filing of the account and of call of audit? Yes. ~ .\ If t. · None any excep 1on g1ve cause: ............................................ .. ,. Is estate subject to the filing of a Federal Estate Tax Return? ...... ~~---·········································································· Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .. None ................................................ . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . ......................................................................... ~~t .. ~P.P.~~-~~~~-~---················································································ Give Names and addresses of all unpaid cr~ditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. , .. p None Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: None .J ~j • Balance for distribution per account, Itemize any additional debits not shown by account: $ .. 1.9.~~!-~.:}!. ............ . Total additional debits (Add) $0 0 0 0 0. N.9JJ..Il! ..................••.• Itemize any additional credits not shown by account: Total additional credits (Subtract) $ ...... ff.one ..................... . Balance for distribution $ .. J~.,-~-+-~---~J. ............. . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); The said balance for distribution as appearing in the Account, in reality, was the theoretical amount remaining after the payment of debts, expenses, etc., whereas in fact the shares of stock comprising the assets of this Estate as appears in the Inventory on file, copyoof whichois1 attached hereto, and which stocks have an appraisal of $14-,965.00, are,, still intact and so intended to be by the Executor, who is the sole beneficiary undef''tfie Will of the decedent. Therefore, t~e said Executor-sole benefi- ciary advanced from his own funds the sum of $4-,4-4-5.69 in order to preserve intact the said shares of stock as follows: Balance for distribution-~$10,519.31, advanced by Executor--sole beneficiary--$4-,4-4-5.69, for a total of $14-,965.00, which consists of the following: 'l' j ~ 0 "' 50 sha,res.capital: stock of Porter Creek Coal and Coke Co.-...... $ 250.00 100 shares common stock of General Foods-Corporation-------8,175.00 80 shares common stock of General Foods Corporation--------6,54-0.00 Total------------------------------------------------------$14-,965.00 If Family Exemption claimed by Petition, give place of Record: ......... ~~-J::l~Jm~t ... b.y .. P.e.titi.an ...................... . If Family Exempt;an ;~"'(.t~sd bas;s for Clah,·L ... ~9!1~ ... £~!!Jm~!! .. !!.L!!JJJUt List any advancement or distribution on account that has been made, and nature and amount of sam;: No advancement or distribution made on account. 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: It is respectfully suggested to the Court that while the Account doesn't so reflect it, that the said Accountant be allowed a credit of $1,000~00 with respect to the determination of the Inheritance Taxes, as the decedent, his mother, was living with him and was a member of his household at the time of her death, and there was not enough actual cash in the said Estate for the said sole beneficiary to make claim thereof, but in fact advanced cash in order to preserve intact the shares of stock mentioned and appearing in the Inventory on file. It is, therefore, further respectfully suggested that following the payment of additional audit costs and the balance due and owing on Inheritance Taxes, that the said shares of stock appearing in the Inventory be awarded in kind to Sam•el Walt. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ........ ~~~~-~--------····-------doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best oL ....... hi~S ................ knowledge and belief. . " .............. S.worn .......... ~'": ......... to and subscribed before me this~.1d..da; o;._9J.cn&~W ........ l9.§.~--- s;gnature of OIHcer.Ct..~~~ / r:-J.L U?di:-···---~----·········--··-··············-················-···············--· Samuel Walt Title of Officer ....... EllZAI1E.THJ.JDHNS.0!1,J:Lr.:t~;:~.P.ublic. ........ . CH;\Rt EP.OI, WASHINGTOI·J C.O., PA. Office ex pi res ........ -My-CGmm~bi9-l'l..f5l<,PiH:&Ap.r-i~-e0;-1973·········· .~ ( c c L No. . ...... f?.~.::~~::-.~}----------------------------------,- t.: Estate of .... :J..~~;!-~---~-~---'NC!:~~-', ______________________ : l ~ l' l ( ~ ............................................................. ~-..... -.......................... -......... -:-.......... -.I.;;; l Decttasi:(d Fiduciary ...... Samuel ... WaJ.,t., ... Exe..c.utor _____ _ ~ L l c -PETITION .SUR. AUDIT ( ' l FROM WHERE DECEDEN1" LEFT A WILL ' • l ' l' • Counsel of Fiduciary '!YiU submit herewi!_h the following, in conf-ormityL with Court LRules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on page{23-24. . '-;:: L l 1. Written praeciP.es <?f all Counsel in the case. • • l 2. Copy of order ~ppointing. Guardian ad litem, if pertinent. ( 3. Copy of o·rder appointing· Trustee ad litem, if pertinent. . 4. Proof of servic_e of above. 3. Letters Testamentary or Administration C. T. A. or an attest copy of WJII. t.: 6. Copy of inventory a[id_ al?praisement. 7. Proof of advertisement of grant of letters if not filed with account. ' l ' 8. Certificate of I iens c iri-case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemiied e'lectionsc if any distribution in kind. , 10. Copy of Federal Estate Tax return if es- tate is subject thereto. Victor E. Riva Attorney "'~2 ... ,.. D., ·' ~ ' ~ j ~ .. __, -::0 -• 0\:. ... --:---~ .. '.,..... : , .• '>"'• • .J. V'' --' ··" -. / " ·_I L J J \' ~·'. c--!::,.. •• Slll'.\ :10 }f41Sl~3(J 0Nllf·1tl Tl3SSll'tl l! -• -' ~ lJ-i-.t_,-""\ ,.··- • I ••• I ' t 1 ~' \ \\. ~ L • .., • ? l'd l v . v ~~ 8 10:'/r OL6i a :' -~-1 ' --\ _.~~ ~~·· ' _) IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION TO: Samuel Walt FORMAL NOTICE OF AUDIT AND FILING OF ACCOUNT RE: ESTATE OF JULIA A. WALT, deceased. No. 63-69-83 Charleroi, Pa. November 13, 1969 You are hereby notified that the undersigned fiduciary has filed on Octder 16, 1969, with the Register of Wills of Washington County, Pennsylvania, his First and Final Account in the administration of the above Estate, and that the same will be presented for nisi confirmation on November 24, 1969, and for audit commencing the week beginning Monday, December 8, 1969, if no exceptions are filed thereto within the period provided by law. Audit will be held beginning Monday, December 8, 1969, and continue, if need be, until the whole has been disposed of. Please take notice that if you have a claim against such Estate, either as a creditor, heir, devisee, or in any capacity whatever, which has not been paid or satisfied or acknowledged, you must now take such steps as you may consider proper to adequately protect your claim. Victor E. Riva Attorney at Law Charleroi, Pa. Counsel for Executor Samuel Walt, Executor of the Estate of Julia A. Walt, deceased. r r r. r <:; r; (\! (\j •& r 0 C\J a<r> .~ if :z:::l o::::::: <(- "'("~-!.:_ ,. _1 ~-t..:.r -Ct:,' -1~- "' ~!:] ' ' l r (/) !-- '«J~;o..""- ~. c;.r) (/) -~·-::;)(3 ... _ .. -; O::L:..t "" 0.:: F2 CI'J -'' r r; 1' ~n tlt:r Q!nurt nf Q!nutmnn ~Jilrns nf llnsqingtntt Qtnunty, Jrnnsylnnnin, ®rpqnns' Qtnurt llinisinu ESTATE OF N 63-69-83 0.--~-.:........:::....<-...::;..-<----------- Julia A. Walt, deceased. lnthematterofthe First and Final Account of Samuel Walt Executor ADJUDICATION AND DECREE And now January 5/ , 19.Jl.O_, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $ 10,519.,31 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 mode a part hereof, unless exceptions hereto be filed sec. reg. or on appeal be taken herefrom sec. leg. // I SCHEDULE OF DISTRIBUTION Balance per account ________________ _ Balance ____________________ _ Deduct Clerk's Costs & Receipt-------------- Attorney Victor E. Riva Russell Marino, Agent, transfer inheritance tax~ including tax due on individual liability, Contribution to maintain assets of estate in kind, Samuel Walt, son, residue, including the follow in~ assets held in kind and distributed as sue at the appraised value; 180 shares common stock of General Foods Corpor 50 shares capital stock of Porter Creek Coal and Coke Co. ,?288.34 $14,96).00 No balance J 0 -J! ~ ~ ---jfo7. ~· ~ C& 0 --· ~ a -· = t = .. ~ ~ r !' ·( ti ~ ~ . , I ----- > ,n s c: a 0 - :J") .... ,;;:, ::; :.::.: "~·)vi ._.l/'J , ":! ;.~ ~~-, 1..,__:: z ::s p .... :r (!) 3 a (!) ... 0 -...... :r (!) --r-1 i I l 0 •· IN THE COURT OF COMMON PLEAS OF WASHINITON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION RE: ESTATE OF JULIA A. WALT, Deceased. ) ) ) NO. 63-69,.,83 ELECTION TO TAKE IN KIND I, the undersigned, being the only Beneficiary under the Last Will and Testament of the above named decedent, hereby elect to take in kind the following items of assets which were returned in the original Inventory and Appraisement heretofore filed, to wit: 50 shares of the capital stock of Porter Creek Coal and Coke Co.; 100 shares of the common stock of General Foods Corporation; and 80 shares of the common stock of General Foods Corporation. It is respectfully requested that these shares elected to be taken in kind are to be at their appraised value as reported in the Inventory. Dated~~/c?tJ?;f~/ J ,Lui w~ -------~ Samuel Walt IN THE COURT OF COMMON PLEAS OF ~tt.TASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION RE: ESTATE OF JULIA A. WALT, Deceased. ) ) ) NO. 63-69-83 R E C E I P T S The undersigned do hereby acknowledge to have received from the above entitled Estate the items of distribution hereinafter noted opposite the names of the undersigned distributees, being the same awarded by the Adjudication and Decree of said Court in this Estate, which was dated January 8th, 1970; the undersigned do hereby authoriz and request the Clerk of said Court to enter full satisfaction of the records thereof for the items so awarded; and furthermore, the undersigned distributees hereby make no exception to the Decree of said Court and acknowledge payment of said items listed below from the Executor and forever discharge said Executor from any claim whatsoever by reason of said payment. RUSSELL MARINO, Clerk O.C. Clerk's costs and Receipts, Receipt is hereby acknowledged Witness: RUSSELL MARINO, Agent Transfer Inheritance Tax, -tL this/;£ day of -r4-.=:;;;;-_ ______ , 19 0. 26.00 Russell Marino, Clerk O.C. 816.65 Receipt is hereby acknowledged this~y of~~~~-------------' 19 0. Witness: _e~w:£z~bt Russell Marino, Agent IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISON RE: ESTATE OF JULIA A. WALT, Deceased. ) ) ) R E C E I P T NO. 63-69-83 The undersigned does hereby acknowledge to have received from the above entitled Estate the item of distribution hereinafter noted oppaite the name of the undersigned distributee, being the same awarded by the Adjudication and Decree of said Court in this Estate, which was dated January 8th, 1970; ii the undersigned does hereby authorife and request the Clerk of said Court to enter full satisfaction of the : ~ records thereof for the item so awarded; and furthermore,·the undersign~d distributee hereby makesno exception to the Decree of said Court and acknowledges payment of said item listed below from the Executor and forever discharges said Executor from any claim whatsoever by reason of said payment. SAMUEL WALT, son, residue, including the follow- ing assets held in kind and distributed as such at the appraised value; 180 shares common stock of General Foods Corporation 50 shares capital stock of Porter Creek Coal and Coke Co., $14,965.00 Receipt is hereby acknowledged this jjt/y.ay of h ' 1970 Witness: '"Samuel Walt, son .. ' ·-----~ Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ..... ---·- IMPORTANT: This return must be completed in detail and filed in duplicate, with will attached, with the ·Register of.Wills of the County where decedent resided; Return is due within one year after '·· . date of death, unless an extension is granted hy the Secretary of Revenue. (Section 703 of the Inheritance __ an!l E_st;ate Tax Act of 1961.) A AFFiDAVIT OF ...................... .. ...... M.~~t~t~-~~}!!~~~r d~~~~t).......... . . . .... ...... . . . .. . ... .......... EXECUTOR IN THE MATTER OF THE ESTATE OF } Late of .. ~~-~ .. J.l.ranch.t .. Washi~on .................. County U~ State of ........ ~IMSYl:V·n~·--... ........................................... }ss: w.~~~~~-~ ....... , ''''"""""""'"''''""''"''"'''''' . County of . . ...... Sim.v.e.l. ..... W•lt.. ............... .............................. .. . .......... .. . . .. . of the estate of the above-n~med decedent being duly sworn, depose S ......... ~-~d--~~/3 ...... ... Eseeutor Decedent · dJed r • } .......... Ja~~-. .. . .... {j~Y~-. , 19('~~j .,Jl~~~~~eaving a last will, copy of which is hereto attached. Name and address of attorney or}· other authorized representative to whom all correspondence should be mailed. That as such ........ ~~9.~~~ .................. deponent is familiar with the affairs of said estate and the property con- < J<:x.,ou tor-Administrator) Rtituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:-· NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT NONE '' That the contents of said safe deposit box or boxes are itemized under Sch~dules ______ 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 I any other person or persons giving also separately the accrued interest thereon~ if any, 4own '.to the last interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in- • .J . debtedness of the 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· any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boats, and ~my and all other personal chattels of whatsoever kind or nature, left bydecedent, together with the· fairly estimated market value thereof; all bonds and mortgal!es held by decedent and of all claims due and owing· decedent at the time of death, and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if .any~ giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation-as to each item; all moneys payable to the estate from life insurance polici-es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due. thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. . .. } ,. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, shoWing the .assets _and< liabilities thereof as of the· date of death. The schedule also sets forth the i~terest of decedent at the time of death in any co-partnership or business, and in support of the value of such int~rest 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 mus~be s,ubmitted, · It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death. ' The Schedule C ~ttached 'hereto and made part hereof sets forth !l true answer to each inquiry contained the~e.i~. :and, iT). ~he case of transfers ofproperty, real or personal, within two ,years of decedent's death, in co~templati~n ~f decedent's death, or intended to take effect in possession or enjoyroent at or after deatl'\~ ~aid schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transfe~ee and all other facts of a per..tinent nature regarding said transfers. In the case ·of transfers intended to 'take effec't in possession or enjoyment at or after death, there is also attached to the schedule a copy of the deed, trust agreement or other instrument creating the trust. Ther•~ is also set forth in said . ' i. I ' • schedule a list of all property, real and· personal, with i~s. value, which pa8ses 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 individually .or J(l'intly, byU;te .Will,· dee(:!, or. ·other instrument •of ano.ther, with a copy of the instrument creating such power attached to the schedule, That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons benefiCially inter~s·ted in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any,. to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It. also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That 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 au· 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 Secti?,n 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 ..... /.~ --------;;:;/ ~~f ·······~······_ ............... l!b..f --·---V4U~G ·························· ........ ~ ........ t.d.~ ...... ,: ....... ~-··· (Executor~) ..... ~.~.~-~ ..... ~~.:~ ....... ~ .... ~,~ .... ~ .................................................. ,_ .. ,. (Street Number) VICTOR E. RJ A, NOTARY PUBLIC CHMLEROI, WASHINGTON CO., ~A. MY COMMISSION EXPIRES JUNE 23, 1969 ...... ~~ ..... ~~~~~~-J ..... ~~~!"-.~!~~ ................ :., ............ . (City M Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", and in case the assets include rare and unlisted securit~es, securities of: close or family corporations or an interest in any co-partnership or business~ that the data and statements required under the paragraph above relating to Schedule "B" are· attached. Also make certain that column #1 .in the "Summary" has been properly completed as above-directed, '' ''·: RCC-34 (1·-64) COMMO~WEAL TH. OF PENNSYLVANIA 'DE'PARTMENT OF .REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX . RESIDENT DECEDENT SCHEDULE .,A, -iEAL PROPERTY - R ' ' Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where nroperty heid as joint tenant or tenancy by entireties, report on Schedule "E". Property hl"ld by the d.e.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 prop~rty locpted In the Commot~wealth of Pennsylvania should be (1) (2) (3) described by lot and' blo~k number, street and' street number, together wl th DEPARTMENT a general description of the property, with a reference to the record of 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 e'!cum~rantes upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessme.nts~ ·accrued Interest on mortgages, etc.,are DEATH In this space) to 'be listed on Schedule "F" and must not be deducted from this schedule. NONB NONB '. ' ' . ' '• ,I ' l____ ,. ~ -~ . ..__ ,. -. ' 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. NON£ ,/ / RCC·-'35 COMMONWEALTH 0~ PEN~SYLVANIA TRANSFER INHE.RITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property owned individually by the decedent, at the time of his death. Property owned by the decedent jointly with another or others must be listed under Schedule "E". Inta~gible personal property, titled in the name of the decedent, but payable at. death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property 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 ITEM UNIT ESTIMATED DEPARTMENT VALUATION (Do not write NO• List and describe fully VALUE MARKET VALUE in this space) 1 SO shares of ~apital ffoak of Porter Crttek Coal .. ·' an4 Coke Co. , as pe~ Cert1f1eate iSS. dated 4/1/19016-, and .issued to Edwin tt. Walt, and by him ass!gnecl lltiC bar:k unto himself' and bit wife, Julia A. \'al t, on 8/7/l9tJO • the. aaid . i ldwin W. Walt hav!fll died on 7/13/l.9SS, where· ' ' i ' ' . upon h:ls w.$.dow, the within decedent, became 'vested with tbe entire ownership of ea14 ahar• 8 of. atock by reason of her survivorship in $ tenancy by the entireties, at $S. 00/ah. , $ totall1ns····~~--·······-··········~---·-·-··· 250.00 o(SO· o 2 100 ebaMs of the coaaon etock of G4ttaeral Fo01: s CorpoNt:lon, incorporated under the laws of the State of Delaware, aa per CertifScete I CCS98S8, issued to Julia A. ~t on NovembeJ ~ 17~-= oo 18, 1968 • It $81.7SI•h .. • tota111na•·········· 8,11S.OO 3 80 ahares of the. oc:mnon stock of Gene~al Food• Corporation,. ineorportttd under the lat~e of the State of Delaware, •• ptr eert!ffoate # ££ 10121lS • 'issued in the name of Julia A. t..t\ on November 18 • 1968, at $81 .. 15/ah., to, svo. 0 c) totallinz········--~-·········--······-···-·· 6,540.00 I ' '• ' '. -'' ... . . -.. , . .. - Insert this total opposite "Personal Property", Schedule "B" in X X $lll,96S.OO /~ 9C.5'-6 0 the "As Reported" column on the last pag~ of this return. ,. •. RCC-36 COM!IfON'\'EALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT •./ SCHEDULE •icn, TRA.NSFERS (1) Did decedent, within two years ofdeath, make any transfer of any material part~O his estate, without receiving a valuable and adequate consideration therefor? (Answer yes or 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 ~t~te~~l (a) Age of decedent at time of transfer not appi.:U~&U e (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) __ n_o __ __ (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) _______ _ (b) What was the transferee's age at time of decedent's death? _____ __ (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) ___ n_o ____ _ (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) DO . . (6) If the answer to (5) (b) abo11;e is.:I.P the affirmative, state whether the right was reserved in decedent alone or others not app.a.ie&DJ.e . (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes 'or no) ftO (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~0~----- (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 reser~e~ i~the decedent alone or the decedent and others? (Answer yes or no) ftot app.L1C8D18 · NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death cer-tificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or ~. ITEM DESCRIPTION NONE Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) NONE NONE DEPT. VALUATION (Dept. Only) ' ' . ' . . \ ' ~ CCM\It)~WE;\LTH OF PENNSYLV,\NIA TH \;\::;l'Fit T~HFH.lT,\NCE TAX lll~sim:~l' nECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY -. BSTHrC.TIO!'S: This schedule must disclose all property, real and personal, owned by the rlecedent 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-o-wners to the decedent. Descript.ion of Property, Date of Acquisition, Name I unit Address and Relationship of Co-Owners, and Place l Value of Record of Instrument, where _Rea! Estate. 1 . percentage Estate Share Valuation DEPARTlJENT VALUATION CAUTION-Do not Write In· This Space. Simplified savings Account # l90-10-9S4&.o2, held in the Mellon National Bank, Charleroi Office, Charleroi, Pennayl van1a. in the I! joint names ot Julia A. Walt or samuel A. Wa1 t (her eon) , whteh joint Account was I ~::-:fo:,~:~~~-~~!.:!~~!-~~~~~-!~-~-~ Value of Value of Entire Decedent's Property .Interest Savings Ai:!count No. 141.l34 held in \\"estern· Pennsylvania National Bank, Belle Vernon, Pennsylvania, in tlte joint names of MrS. Julia Walt or Samuel A. t."alt (her son), which Aooount was opened Novtmber 1, 1968, balance ae of date of death··-·····------~· 1,396.10 The following aN US Savings Bonds, Serite £, !n tht joint~~ of Mrs. Jul:la Walt or Samuel walt (her •on) , all of eaid Bond• being 1e1ued on the same ate of July, 1966~ 1--$25 Bond No. Qal75 481 623• having a value of·--·---·•·-··--·$ 20.52 1--$100 Bond No. C467 222 701J, having a value of···--·--····•··· 82.08' l•·$200 Bond No. 138 522 90~. having a value of··············--16~.16 1--$200 Bond No. R38 522 90S, having a value of···-·-·•··--·-·• 164.16- 1--$200 Bond No. R38 522 -~06, I having a value of·--·---.·~--·-· 164.16 '1·-$500 Bond.No. IIJ9 212.118, having a value of···-··---~-----· 410.~0 1·-$500 Bond-No. D89 212 119, having a value of ............... --,.··--l.ll0.40 Tota1-~---~--------··-~~-··---·~$iJd5.aa 1/2 1hare of abO.Vt total .f.s being reported for Inheritance Tax p~pos•s by rtaaon of this joint owner1h.tp hav . .tng been created mOD! t~a.o. years prior to dat• of death of Julia A .. Wilt·•··-·-·-·••··•···-··-····· '' ,• .I I I I I I I !' ! I .I ' I Insert this total opposite "Jointly Owned Property", Schedule " in the "As Reported" colllll'U1 on the last page of this return. I ' '·! '• I •I I ,-I' I I I ' . I I• ' ' ' I 707.941 I I I I I I I I I I I l ' I ! I i I I I I I I ' I . I:-. ___ j ' I ' ?olff h RCC-37 (J.2-63) ' ... C'OM~IONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other wise, in estate) Samuel Walt R.D. 1, Box Jij2 A Coal Center, P•rma. ' : ' . '' ' ' ' / SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or illegitimate children DECEDENT are involved, set STATE YES forth this fact.) OR NO son ye• • .. .; ' ' DATE INTEREST OF OF BENEFICIARY IN ESTATE BIRTH ~1-Ui 1.1.:1.• ~~r· entire .. . : ' . .. ;· ! .'.'•). -. I ' .' " 1.' ., :1. '., -· ·; .. . .., ,, : "': .. I' ! i ! ,. i i : - I I ; -- ., - ,' Deponent further says that all the above-named beneficiaries are living at this _time except below: NAME DATE OF DEATH RESIDENCE Not Applicable· 1/'r:.. '' -" '' ; I Will Administration t No. Year ........... . I!'< THE :\lATTER OF THE APPRAISEMENT OF THE ESTATE OF Julia A. Walt Deceased Late of L()ng lll'ctll~ll lJ()l'<:)\lgh . County of . Washington .. Commonwealth of PeJmsylvania REPORT AND APPRAISAL ·vd ··o:; NOJ)UlHSV'M ·· STB/,\ .:JO tl31S!D3H ss 0 t.11 u -~-~-; .,. 1 ::: :: .... n :u RIC.:l:¥J I J~V 0 ' I ~~H~ofii t . .WUt pq 91isQ. ,Pr.P--SO~ p5t CHAW..!iiRDJ. Pj\.j 1..2,P22 (Executor-Administrator must complete "As Reported" column #1.) () .... 0 "' "' ..., I» ;..: I» 0"" (i' trl "' ,... I» ,... (1) ·~..., '"C (1) :~§ .... "' ~~ 0 ::s (1) e:.. n ;;\ :>..... '"C ·~ .... 0 '0 (1) .... ,... '< ::0 (1) e:.. '"C .... 0 '0 (1) .... ~ U) c: ~ ~ > ~-w-w-w ~ ~~?"'~ ~q~~ \:,'-' .00.00-EQ.OO.OO-Ge .00.00-EQ-oo-oo-oo -~ "~ ·~ ·~ ~ ~ ' ·~ '~-·~· ·~· ·~ ·~· ~-: C\ -~ .---. > "' ::c_ (1) ..... '8-.... ct· c.. > :r. u 8-~ ..,_ 3 ::s r:: c.. ..... j. • .r - Form RC C-lb DEDUCTIONS ALLOWED IN / OFFICE OF THE STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF ...•........ $ .. f.{~/.'. .. / ~-- REGISTER OF WILLS OF _W.:..:.a=Sh:.=.=ic:..:ngx::a..::t:..::O~n:__ __ COUNTY ! _() ;"'"' J d om•••~···· AND AGENT OP' THE COMMONWiiiALTH Regllle,• of Wills, Agent ESTATE OF _J_ul_J.....;.• a.:....__A....;;.•_W....;;.a;.;.;l~t'--------LATE OF _ ___.,:L~o~n~g~:a-~Br~a~n~c~h~B~o~r~O~U~go.!h.!.-_____ _ DATE OF FILING APPRAISEMENT ----------DAT5 OF DEATH _ __:J:.;:a:.;n:.::.;U~a=r:..y.t.......,;l::.6.::...z.?-=1.:;9..:::6.::;9 ____ _ DATI!: NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCH"III Russell Marino, Register of Probate of Will and 2 Short $ Wills Certificates 12 Guy Rogers Trip to Long Branch foruEurpos~ of obtainirm_ oaths of s scrib" ing witness to Will, 20 lwa~'hi • ..L Record Comoanv ILe~al arl.,o ... +-.;_si~ lU ci:UT i'jge Va·lleyplndspendent onessen, enn • Legal advert is in~ 10 Beatty Funeral Home Complete burial exQenses~ 820 MAtH~nn .... Charleroi-Monessen Hospital 1 "~· ...... Charleroi Penna. EXD_enses of last illni!S_S 1 .Q~B Dr. Victor W. Bair Belle Vernon. Penna. Medical exoenses-~laat~llnP~~ 333 Donna Eckman Last nursi__!lg_ eJg;)enses ~ 20 Beverly Pierce Last nursing expenses, 10 s~rrdard Pharmacy IBP -~ V~l"nnn n IMediPetions 10 Samuel Walt Balance due on account, 31 Samuel Walt Commission as Executor. 74.8 Victor E. Riva Estate counsel fees. 74-8 Victor E. Riva Past account 273 Estimated balance of admini-stration costs_§_ 50 /7 ,..,-~otaria?5, t~~~~ to miscellaneous state a er 5 bl'~d 71/At/:E-~ ~ vA4/~~~f2. ~~r /cjd~ .. ~~_.(}~~~ I , tt·~ r-- ~14! t.ots COMMONWEALTH OF PENNSYLVANIA } ~W db:.~-sa: COUNTY OF -~S ington '· Samuel Walt. Executor HEREBY cERTIFY. THAT. To THE sEn oF MY kNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSES OP' ADMINISTRATION SUBMITTED TO THE EST.\TE OF Julia A. Walt DECEASED, AS DEDUCTION$ FOR INHERITANCI:: ~AX PURPOSES. c~'JJ~E~g-RIVA, NOTARY PUBliC MY COMMIS I, WASHINGTON CO., PA SION EXPIRES JUNE 23, i969 --=··L=· ,_'-I.::..C...:..l--t...J...Lt_,_f.a..£"",(_L=/"-/---~---'-~-· --~--(L. S.l Samuel Walt 50 00 no so 00 90 QQ 00 00 00 00 25 25 75 00 00 ~ ~ IS - -..:·· I i ., ' 'r r ...,. ) ' 'I ' I. I I. ·_I ·.~. ·.,; l . i 'I' ·' r, . \ \' )1-; I J'"r<'. ! I r, ; r; r, ,,,. 1··· I I I s; ,. ,. < ..,·: r r 'i r, I I I r, ' ' 1 ' I ! r ' ' '. ' •I .. ~, Ol ~ t' , .... , I -!-' r I --' I' r, '-i -r I ;:::,: .,..,....,__ ~ t"'~~ -..: \ I I s ~: r ) ' -J --fi"'t en ' ' ( ' ,, I ; -· :::a. t:;t ~ ' r, \ I \' ,, ' ::::r --I ' I )' ) :. ., I I I' •') -, -, ( U't ""' -r 1).1 \' I _, [I ,. r) 1 I ' -' \ 'I I I r -. I. IIJ -. ;-::; •' ' ,. r• I r, ·, -. I ) c ~s; d I ! r, r, ., ' ' l i '"/ I .ltl, "'. ) -r·l ;. "'. ' i > ' i f I ,, ) i -. ' I : 'l: I I ' I r; r I ' I L>• '• ,._, ' I ·r ' ...... ' I r ' •' \ ' ' ·'· r ~ ) ~ ~ j i r · :~ f 'I \ l' -; ! !"""' I ., ,) ' ..... I r ' 'l G .. \,.; -~ ; - ('\ ·- I . j. "'c c-e t !2-641 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT SAMUEL WALT (Executor o~ IN YOUR REPLY PLEA8E RIEP"IER TO 37-179-8 In Re: Est ate of _____ ..:::J..:::U=L=IA:.::.......:A~ • ...:W.=AL=T;__ _____ _ ------~W~AS~H~I~NG!!:::_'.:;TON=-=----County -File No. 63-69-83 Dear Mr. Walt: You are hereby notified that the original appraisement in the estate of Ju1ia A. Walt has been filed in the office of the Register of Wills qf Washington County on JanuarY 16 , 19J22. Said appraisement reflects the following valuations: Real Estate --------,.-.----- Personal Property ___ =l4~·L9~6~5·~0~0~--- Jt. Hel~----------~4~1~7~Ww-~0~6 __ __ Total ________ ~l~9~·~7~32~·~0~6~-- 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 (8%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ______ J~un==e~l=O~·~l=9~6~9 ______ __ DATE OF DEATH: January 16, 1969 Note: This is not a bill. "'" RCC•39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of \vALT, (Last Name) JULIA (First Name) A. (Initial) DATE OF DEATH 1-16-69 FILE NO. 63-69-83 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 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". Dated: ___ _,0,.....6-=.-10""-::J6..,_9L------ Ol-16-69 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or $ lL Q6'i 00 L 767 06 19.732 06 annuities................... $------4-- ESTATE TAX ASSESSMENTS $ ____ --L--- $ 14.965 00 4.767 oo 19,732 06 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ ---------+---~0\ Taxon$ ~ $ ___________ ~---- $ ___________ ~---- Tax on$ 5% $-----------~----Tuoo$ lK $ ____________ -4---- Tax on$ 15% $ ___ , ________ ~--- VALUE AS REAPPRAISED $--------+-- Exemptions * Total Estate _______ -~... __ TOTAL TAX $------------~--- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue, Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6% from -----to ------ $=====+====-$ ______ +-_ $======== AMOUNT OF ESTATE TAX ASSESSED $--------l-- Estate tax paid $ _____ __J __ BALANCE DUE Add interest at rate of 6% from --------~10----- $ __________ .....J... __ _ $ ---------+---- TOTAL TAX BALANCE $ -----+-- PAID $ --------l--- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of ta:x by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ~ No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF JULIA A. WALT Deceased Late of _ __ COAL CENTER . ···-····················-········ County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL .... ~ " ..,., . Forin. RCC-2 . J. "10' 1969 DATE .......................... J.ID.~ ............. ..t ........................ . _ DEPAR:rMENT OF REVENUE s1JREAu"' oF couNTY CoLLEcTioNs HARRISBURG. PENNA. 1 7 1 2 7 " COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY ........................ W.~~.~P:8.~.5?..1?: ........... .. • FILE NO .......................... Q)::.Q.9.:.?.~ ..................................... . Whereas, ........................... ~~-;t.~ .... ~ .. ~ .... ~~~Y ............................. : ................................................ late of .................................. .9..~.~ .... ~~~~.: .................................... . in the County of ....................... W.~.§P.J.P.g't..9.:P ........................................................................... Commonwealth of Pennsylvania, having died on the .............................. l.6. .... t.b ............................................ day of ...................... ~~.¥.~Y ................................ 19 ...... ~~. seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................ W.R ....... C.hane.Y, ............................................................... , an appraiser duly appointed according to law, haYing 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. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purpoaes $ PERSONALTY: 50 share of capital stock of Porter Creek Coal and Coke Co. 250.00 100 shares of the common stock of General Foods Co~poratjoD, 8,175.00 80 shares of the common stokk of General Fooas Cornoration. 6~240.00 14,965.00 14,965 JT. HELD: Simplified Savings Acct. held in the Mellon National Bank. Charleroi. Office, Charleroi, Pa. in the names of Julia A. Walt or Samuel A. Walt. 2,663.02 Savings Acct. in the Western Pennsylvania National Bank1 Belle Vernon 1 Penns~lvania~ in the joint names of Mrs. Julia Walt or Samuel A. Walt. 1,396.10 U.S. Savings Bonds, Series E in the joint name.s of Julia Walt or Samuel Walt (her san) .1Q1_.51JJ,_ 4,767.06 4,767 Total 19,732 Having been duly sworn according to law, I do hereby ce f that the above appraisement is made in con- formity with law on this ............ Ld .. ~ .................... day of ..................... .. .... ~ ........ ~ ......... ;;;:-;;,~· .. ·· .............................................. A·······~ ...... 1 .. C?... . .......... ... .... L.. ....... (C-2:... .. . ..................... ~ ..... ~ ..... ~ .. . praiser 00 06 06 .................................................................................................................................................................... Penna. ,,? j~ WASHINGTON CoutJty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JULIA A. WALT Deceased. ··• ·Late of COAL CENTER Date of Death, .............. ~~.Y.-:~ .... ~§.! ..... ;1.9.~.9. ............ . Appraisemel!t Docket Vol., ................ 2.7 ............................. .. Page, .......... l.7.9~.e. .................... No ..... 9.3::::99.:::-:~'J. .............. .. Filed in Register's Office, . June 10., 19 69 Amount of tax due: $ .................................................................. .. DEPARTMENT OF REVENUE Received, Examined and Approved, ............................. . Wrote abo.ut ·Appra-isement,· ................................................. .. Appeal fYom Appraisement, Entered and charged, .... \- ~--i L E' tJ lo:·1 . ·· ·' ... u ' J c r.·1 2 r·~ ... ,-., :··~ ... , r s 2' ~ -1 .= '·· RECEIVED BlOB! BUNJ)RBJ) SlXTIEN and 65/100 -~ --~ ~ ~ ---dollars S&IIUel Walt• Excr. From: c/o ATTY. VICTOR B. RIVA representing Pennsylvania Inheritance or Estate Tax due from the following estate: Add P. O. BOX 115 ress----------------1 CHARLEROI, PENNSYLVANIA 15022 File No. 63-69•83 Date of Death 1-16-69 1 Date of Payment ~anuary ~4, 1970 I JULIA A. WALT Name of Decedent -----------------____j County WASHilfG!OJl ."!'· Remarks: ,,.,. J "l, .... lYT~ ~lr &~ @.ilrlrrn / s E A L • • 6; "'~ ,.,-.,, i-( ,. ' I NOTE: This Triplicat~ Rec.:.ipl to befretained lpr auda3tJ.-Iq9-8 ~ ~~ 2% Tax on $ _________ _ 6% Tax on $ 13J 610.91 15% Tax on $ _________ _ %Tax on $ _________ _ Estate Tax, Act of May 7, 1927 TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rote of __ %from---------- to _____________ _ TOTAL AMOUNT PAID Recei~ed by NOTE: In accepting the transfer inheritance lax on future estates, prior to the death of the life tenant or tenant lor years, as evidenced by this receipt, it is understood that the Commonwealth shall $ u $ 816.65 tl $ ________ __ $ ________ __ $ ________ __ $ 816.65 $ _______ __ $ _______ _ not be precluded or prevented from hereafter assessing additional inheritance lax at the death of the I '-~:~v-r--7 / (/' ~./,..--t'--IJ life tenant or tenant for years whenever it appears that such additional tax may be legally due and 1 L · collectible lor anv recison whatsoever.