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Home My WebLink AboutOC1969-0107 - ESTATE OF FOX1\ffi~uuit (@f 1txrrntnr (@r 1\~miui.atratnr ------------------------------- J\~ «~..._.-t;talt of ptnn!iyluanta.f ss: "C!lount!}of lIa!ilJingtnn ( P 11 b f h,d . d h'nclarv 'p'ublic . d f ,'dersonay e ore me,t e un erslgne aut onty,a .l'tn an or sal Oounty and State,appeared H.~.1.:.~.D..£;..~B.~Js.~·.·····.-.rix ·who,being duly sworn according to law,deposes and says that she is the execumr/011XKcIroitx.Ds~llllt of the estate of ............M..g,J~y E..•.....f.Qx deceased,that the foregoing schedules constitute a complete inventory and'appraisement of the real and personal estate of _M~.r.y.~.!.fQ?L _;, deceased,except real estate outside the Commonwealth of Pennsylvania;that the f.igures 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 da~e of the decedent's death,based upon a just appraisement of each item made by the above named EXeCUtlOrlXK~a;(Of. da~;;ffii;-~J thU~--1/~__<£,_!i!~..c:::~. .t..~~.............................~Executrlx me:~~tJ@{M" ADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,Over $10,000,including Copy of Will;1 Original and 3 Oopies and 2 RCRI-33,Over $50,000,including Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 1fuurutl1nJ null 1\pprni.armrut of the goods and chattels,rights and credits which were of M..g,;r.y.~."f.9.x .late of·····..····..······S.t..Q~·kd..a.l~,_ Washington County,Pa.)taken and made in conformity with the above affidavit. DOLLARS CENTS PERSONAL EST ATE Checking Account No.063~471~698 at Western Pennsylvania Na- tional Bank,Roscoe,Pennsylvania Office-----------------------$212 07 Cash balance in Escrow Account for payment of taxes and fire insurance on residence property with Western Pennsylvania Na- tional Bank,Roscoe,Pennsylvania Office,Escrow-holder--------269 06 Savings Account No.2274 with the Western Pennsylvania Na- tional Bank,Roscoe,Pennsylvania Office----------------------- Income Bond No.49932,dated April 5,1966,issued by Wesfern Pennsylvania National Bank----------------------------- One motor vehicle,(1962 Chrysler--300)--------------------- House furnishings,------------------------------------------ TOTAL PERSONALTY------------------------------------------- 2,000 00 I I 5,000 00 200 00 200 00 $7,881 13 REA L EST ATE ALL that certain lot,piece or parcel of ground situate in the Borough of Stockdale,Washington County,Pennsylvania,bein all of Lot No.11,and all of Lot No.10,and part of Lot No.9 Page 1 Inventory and Appraisement" .J1 f ,~ '. \ ", i r . " '" r \' .. 10 ;}.to 6 3-69-/07 IN THE ESTATE OF ,,' ", }'iled _'-""-'J 19.._. ~ •i !enc...o _,_=<;::J :::0 ::;;::n r-->rn c::C:::.:0- (/)G")!()<::")._._....:L(n;:,..,i:l :..::;;;--J;::~,......,_~~.','.c:::>~,_";;;en r-l...,;.-,,-..-i ?J ,-_ °o~:;r:;-az-n ~ih-:::.;: o-::~ o ::::_c:::»"~;IZ '"\lIe>t.Jo..J»(/')(..r..> ljl{-r.8o-p~d..25""2 .;;,;-~ ',1 t-=' t '~ II' .:'-i .~c t· I) • .1 .. RE:ESTATE OF MARY E.FOX,Deceased. INVENTORY AND APPRAISEMENT REAL ESTATE (CONTT FROM PAGE 1) in the John Lycos Plan of Lots,which Plan is recorded in the Recorder's Office of Washington County,Penns~ania,in Plan Book 5,Page 178,and which is a subdivision of Lot No. 4 in the Plan of Lots originally laid out by Joseph and Cyrus Stockdale,which original Plan is recorded in the Recorder's Office aforesaid,in Plan Book 1,Page 129,said Lot No.11 and Lot No.10 and part Lot No.9 being,more particularly bounded and described as a unit parcel of ground as follows: BEGINNING at a point,being the intersection of the Westerly line of Chestnut Street,formerly known as Elm Street,and the Northerly line of Bow Street;thence in a Westerly direction along the'line of Bow'Street,South 66° aT West,for the distance of 120 feet to a point in the Easterly line of a 13 feet wide alley;thence by the same in a Northerly direction along the Westerly line of said Lots No.11,No.10 and part Lot No.9 North 28°aT West, for the distance of 73 feet,more or less,to a point; thence through said Lot No.9 in an Easterly direction, North 66°A'East,for the distance of 120 feet,more or less,to a point in the Westerly line of Chestnut Street, formerly known as Elm Street;thence by the same in a Southerly direction along the Easerly"line of part Lot No.9,all of Lot No.10,and all of'Lot No.11 in the aforesaid Plan,South 28°A'East,for the distance of 73 feet,more or less,to a point,being the Place of Beginning. For the chain of title to the within above described premises,reference is made to the following Page 2 I ~__.'tit " RE:ESTATE OF MARY'E.FOX,Deceased INVENTORY AND APPRAISEMENT REAL ESTATE (CONTT FROM PAGE 2) deeds:Deed.dated April 30,195~,recorded May 3,195~ in Deed Book Vol.895,Page 66,from Theodore P.Flamos et ux.,to Barth 1.Fox and Mary E.Fox,his wife;Deed dated May ~,195~,recorded May 10,195~in Deed Book Vol.896,Page 16,from Michael Gialames et ux.,to Barth I.Fox and Mary E.Fox,his wife;Quit Claim Deed dated March 18"1955,recorded May 16,1955 in Deed Book Vol.928,Page 59~,from Michael Gialames et ~x.,to Barth I.Fox and Mary E.Fox,his wife;and Deed dated March 25, 1955,recorded March 28,1955 in Deed Book Vol.923, Page 505,from Barth I.Fox,.et ux.,to Anthony Jesko et ux."'\Upon the death of Barth I.Fox on December 31,1963, Mary E.Fox,the within decedent,became vested with the entire interest in the foregoing described premises by virtue of her survivorship in a tenancy by the entireties. The above property is improved with a one~story brick house and two~car garage and is addressed as 157 Bow Street,Stockdale,Pennsy1ania-~------------------------~-$16,000.00 R E CAP I T U L A T ION TOTAL PERSONAL ESTATE-----------------~--------------------_~_$7,881.13 TOTAL REAL ESTATE~---------------------------------_--16,000.00 TOTAL ESTATE---------------------------------_--_------__--$23,881.13 Page 3 ---------a.---.,.,"'"- ;.... I IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION RE:ESTATE OF MARY E.FOX,) )NO.63 ...69 ..107 Deceased.) FIRST AND FINAL ACCOUNT OF HELEN E.BAKA,EXECUTRIX I ISCHEDULEAI PRINCIPAL ...PERSONALTY Receipts,$7,881.13 Cash advanced by Executrix in order to meet deficit,5,1+00.93 $13,282 06 Disbursements,13,282 06 $0 PO I I SCHEDULE B INCOME ..PERSONALTY Receipts,0 00 Disbursements,0 00 0 )0 I SCHEDULE C PRINCIPAL ...REALTY Receipts,16,000 pO Disbursements,0 PO 16,000 00 ~SCHEDULE D INCOME ...REALTY Receipts,0 pO Disbursements,0 PO 0 00 Net balance for distribution,$16.000 ~a I -.;. .,.. RE:ESTATE OF MARY E.FOX,deceased. SCHEDULE A PRINCIPAL ~PERSONALTY RECEIPTS Per Inventory and Appraisement filed, I Cash advanced by Executrix in order to mee:t deficit, I I ..... I DISBURSEMENTS Administration Expenses: Russell Marino,Register of Wills,probate of Will and short certificates,~ Washington Record Company,legal advertising, The Valley Independent,legal advertising, Russell Marino,Register of Wil~s,filing fee of Inventory, State Return and Statement 01 Debts, Russell Marino,Clerk OC,filing fee of Account, Elizabeth J.Johnson,Notary Public,notary fees.to Inventory, and allied estate papers, Helen E.Baka,E~utrix's commission, Victor E.Riva,estate counsel fees, Preferred Debts: Helen E.Baka,creditor in account with decedent, Western Pennsylvania National Bank,Roscoe,Pa.,balance on existing mortgage, Taxes: Malcolm L.Morgan,County Treasurer,1969 county taxes, Theodore Gilmas,Tax Collector,1969 Charleroi Area School taxes, Theodore Gilmas,Tax Collector,1969 Stockdale Borough taxes, Russell Marino,Agent for Commonwealth of Pennsylvania,c/o Inheritance Taxes: Credit for payment on account~-----------$1,500.00 Less 5%discount.............--...-----------------...75.00 1 ,67~19 1,~51 15 ~7,881 13 5,~00 93 ~13,282 06 3,125 3~ .,~. .~~-. i ..t-. ~ RE:ESTATE OF MARY E.FOX,deceased. I KCHEDULE B INCOME ~PERSONALTY RECEIPTS None,0 00 I DISBURSEMENTS I None,0 00 SCHEDULE C PRINCIPAL ~REALTY RECEIPTS. Per Inventory and Appraisement filed,l6,000 00 DISBURSEMENTS None,0 00 , , -- "--....-.~..-,........" RE:ESTATE OF MARY E.FOX,deceased. SCHEDULE D INCOME ...REALTY RECEIPTS None,0 00- DISBURSEMENTS None,0 00 Washington County Reports 63 SOUTH MAIN STREET Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) Estate Notices The Register of Wills his 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. • • •• •• ••••• • • ••• • 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 WASHINGTONt STATE OF PENNSYLVANIA (SS. FOX,MARY E.,Dec'd. Late of Stockdale.Washington Coun- ty,Penna.Executrix:Helen E.Baka,#4 Jewett Parkway,Buffalo,New York 15214Attorney:Victor E.Riva,524 Fallow- field Ave.,Charleroi,Pa.----' 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,publisTIed 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 foIlowing dates:.. ..._....,Eehr.uar.y....13.,...20.,....21..,....19.6.9..... Sworn to and that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of,hi.,ffida'i<",h,Im<pi","d '(!?of :'171"'100 ,re ""' ............;,Z1L:;tt~ ~-------.Editor ...27.~h~ay _o£.........:,:Fe.br.uar.y.,196..9..........i~....e ~ .No ary Public .t't ublicKATHERINEC.YARD,.0Washington,Washington..,Pa..My commission Expll'eS November 1,1969;;;;=-;,....;;---;;;;;;.:-::-...~~,c::.111 Proof of Publication of Notice in The Valley Independent Under Act No.587,Approved May 16,1929,P.L.1784, as amended by Act.No.51 of April 24,1931,P.L.67 State of Pennsylvania County of Westmoreland }ss: Personally appeared before me William H.Pore,Secretary of Mon Valley Newspapers,Inc.,a Penn- sylvania corporation,publisher of The Valley Independent,who,being duly sworn,deposes and says that The Valley Independent is a daily newspaper of general circulation in Fayette,Washington and Westmoreland counties,Pennsylvania,and elsewhere,published in the City of Monessen,Westmoreland County,Pennsylvania,that it was established June 28,1902,since which date The Valley Independent has been regularly issued in said county,and that a copy of the printed notice or publication is attached hereto exactly as the same was printed and published in the regular editions and issues of The Valley Independent on the following dates,February 11.1969 February 18 and 25,1969 Affiant further deposes and says that he is General Manager of The Valley.lndependent,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 faregoing statements as to time,place and character of publica· tion are true.~:A /J •)~~~-="Y'"'=_'L v ,r-J.... .'.-- $10.75 Charleroi,Pa.15022 P.O.Box 115 STATEMENT OF ADVERTISING COSTS: Victcr E.Riva,Attorney at Law Notary $__•.-:.7-=.5__ Total TO MON VALLEY NEWSPAPERS,INC.,DR. For publishing the notice or advertisement attached hereto in The Valley Independent on above stated dates $ ]0.00 My commission expires COPY of NOTICE ~'\ Sworn to and subscribed beJore me this 2_6_t-;"'h--,_ day of Febr~uar¥<.6-L~-h:",/_"~,'.'4,"'~A_~.L;;~~ C '"-"N'P "1.'1>4'''p,"Ie...-.•..btary U01"1;',ftlVrH"-..:.<4 "~~._~&. r:lIJ .......•"_'h';j,S "allY,'.;Al't PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Mon Valley Newspapers,Inc.,publisher of The Valley Independent,a daily newspaper of general circulation,hereby acknowledges receipt of the aforesaid advertising and publication costs and certi- fies that the same have been duly paid. MON VALLEY NEWSPAPERS,INC. ~By=-'",--~~""""'=~~--------- '-...~------==.----~--- STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountont being duly sworn according to law,deposes and says that the above account t t d '.d she .'I b I'sass a e IS true'an correct os ven y e leve,, Sworn a~d ~~C~ibed before me this..J.I4:... :~ayb-l~tJt~------;-lW~_ _-(J~e1"~-:-L:lJ?i2--------- VICTOR E,RIVA,NOTARY PUBLIC CHARLEROI,WASHINGTON CO.,PA. MY COMMISSION EXPIRES JUNE 23,191.1 Wa1shington County,ss: l~~~"y••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••..••••.•• Helen E,Baka 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 Statute and Rule of Court,as evidenced by proofs thereof filed to No...~.3-::.b.9.-:.;,.2:z .. Witness my hand and official 'seal thiS ;;).'I!!......__ day aL-----~----_rn-------------19_bL ..~.I!~.._-_....... ,Register of Wills ;..........-;:;0 .... :::l c5 <$......0 ......i=I •0 i=I:::l 0 :::l0~F I'f r iJ,Q)0<:,;)'.-I ,<:l ....<:,;)~<:,;)r.:......0 <:,;) <OJ ~~0 <OJ~......,!<l ::s:........ 'Q Q)0 ~c),'69 acr 22 1 Q).........PH 12 I ......0CI1,i=I III :» X Q)>Q) r:<.'"~ 0 ~Q)'r1 .... .-Ii ....~0 NA...... riI Ill:.i.......t ~Eo<r::::Ill!RUS~SE~l.....,,<OJ MARitiO i=I <OJ )(i 'r1:,.l(::::l wEo<0:~i Ill:0 ~REGfSTER Of WiLLS <:,;)U2 ~:~i <:,;)~,,1 riI rd:<$00:r::::~WAS !-H NCrON CO••PA.i=I 63 +J.-I:wi Ill:w!:a ......CJ -.:......'"'r1 ~O'Ii ?i +.Ii r:::!'~'M ::>\0:~:UJi QI:Q)~Q)~"~i ~:.-Ii ,<:l ~rt1:'r1:QI:~...., \0:~I x:0 o--..L.: i=I 'Q '-00i=I <iZ<OJ ,.., ~. -~"'~t?<+.- '''''\OJ --~ T ~..' •I ...-' l "0._, r 1;~~'""'1 ~.I r,""; "',.,~ 'r.,--c,.',.""\\i".\h .,\...0',~ '- ..J 'J of: " J \" »~ ~~::-.'" -. "')"- ----._-------- • The Court is respectfully requested to determine proper distributi~est ------tl---7A"".v""-.....=-_ Counsel > 3Ju tl1r (@rpQUUli·illnurt nf mUlil1iugtnu ClInuuty In the matter of the Audit of Account in J Estate of Mary E.Fox,deceased I TO THE AUDITING JUDGE: " No.63-6,9-107 .,'f~xxx~~~~ Enter my appearance for Helen E.'Baka ,.Executrix . L/-{{"day of >~I ...e:...c.( ,19~ 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. IJ'\....... ••if)C\J 0-1 0 Z_l -.-cs==W 0::~:::L!...L-o I (\1 -!c::-~I..;,J.-I U-'I--(f)if) U_(.,').._- ("):::>(:Ji::Li u::w 0 ct: rn~Den"-."'" No..__6_3_-9 9_-_1_0_7__----:__•~xxx?<1\~ In re Audit of Account in Estate of Mary E.Fox,deceased. .J --:------------------ V:it:or E.Riva Attorney --.--============= .' PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form../ Estate of ~?~Y ~.~..r9.~.L . Deceased N 63 ..69-1070 . Fiduciary Ji~.~~!?..~:~!!_~l!':.L . .........................~~~.li.lJtrJ.'5:.. Date Election Place of; Fi led c.........Record :. Date of Date of Decedent's death .J.~!}~.~~y..}.~.-'-:J.~.~.~Grant of Letters .J.~!}~~.~y....?9.,..J~.f?~. ~I This is the J~!.!?J..~Il.tA.J~!1.~~accGunt filed i:t1 .this estate..!. If there have been former accounts filed in this estate,list file number or number and term..N..O.ne . Election to take Under or Against will.(cross out one)not applicable Name of surviving spouse None .. List issue,where material:None Did decedent marry after execution of will?(indicate)'**.No.Any children born after execution of will?(indicate) J0€iK.No.If answer yes,name them . Leg.atees Helen E.Baka Relationship sister Interest entire Fiduciary,if deceased or not sui juris not applicable List,if exceptions to above: None Adeemed:Revoked:Lapsed:Abated:Give Cause: 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:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.E6("-,.~.I If any exception give cause:.NQn~. File copy of Notice .\J '.''. and date of mailing.....f.~p.y....9.f..~.9.~.?:S!=:...~..~!?~):.~~..~~~.~.?..?!.1.c~...~?~.~...~~~...~?~~.~.~..~.~.Y:~~.~.~..~~.~...~~.~9 ", , Is estate subject to the filing of a Federal Estate Tax Return?....~.Q....•..•.•......•..•.•...........•......•....•..•..........................•.. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $1.,.5.0.Q."Q.O . If the Will makes any portion of estate.subject to a life-estate,give name and birth date of life tenant . Not applicable Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. '-.1 :...] 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 I -.''"! ..1 Balance for distribution per account~ Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: Total additional credits (Subtract);', J .'.'••t I . Balance for distribution $NQD.e . $N.QJ.l.~'.......• $.1Q.,.QQQ.:.9.Q..". $.~6.,.O.QQ.,JJ.Q . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distributio~Value>;, '. Real prop,er.ty._deisc:r:ihed in the Inventory and Appraisement at the appraised value of $16,000.00. Ij......•~+I i ~r J '."..)4 S ..\)...,;,...; ,..... If Family Exemption claimed by Petition,give place of Record:~~!?-~~~~.~.'!!~~L:J:>.¥...~~.!.~~~g.~--- If Family Exemption is claimed at audit,give name,relationship and basis for Ciaim:._.~~~~~..s.~~J!!,!~g ..~.t..~:!-:1Qjj:. List any advancement or distribution on account that has been made,and nature and amount of same: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 the balance for distribution, ,being the real property of the deceased described in the Inventory and ,Appraisement,copy of which is attached to this Audit Petition,and which real property was appraised at $16,000.00,that the same be awarded to Helen E.Baka,the sole beneficiary under the Will of the said deceased, Mary E.Fox;and that the final audit costs be determined,together with balance on Inheritance Tax,if any,whicm:items will be paid for by the advancing of the same by the said Helen E.Baka in order to keep intact the said real property hereinbefore mentioned. COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly_.~~_9_:r..~.__doth depose and say that the facts set forth in the foregoing petition are true to the best of her .__.knowledge and belief. :..S!>'g.~!1..........::ez:::z;;bed befme e th,s._/~.day.or d5!.-19.6-1 S;gnature of OfJi<'y7:..r (C;;;Z::iff}.Y . Title of office~~.Zj!~C t/I,d1.&/.. Office expires . VICTOR E.RIVA,NOTARY PUDLIO . CHARLEROI,WASHINGTON 00,/PA,1'1 ' MY Cm;~r::1SSIO;'1 EXPHtES JUt·j'za,If2.....J And your petitioner will ever pray,etc. Helen E.Baka ~No...~~::-.~.~::1.9.7 . " <;: :.....-..~~ (\<0, ..:: "'~~.u -',/...":.,"~"."C'(o·f .,''~~~~)-\.' -";I t ~.-'f'f"1 ... ~ ~ Deceased C Estate of ~~y ~.·J'.9.~.t ~..........••:". c' r-,>--- Fiduciary....He~en..E.•...]jaka~..Ex.ecu±~.ix. C .'C' C' c- '. l....................-_-_--O'_.._._.:.__---.---__-..--. PETITIO~SUR AUD'IT FROM WHERE DECEDEN~LE_FT A WILL O·-,-..,/.)••.,4 .-J f._.. Sllii~l dO H]lS19,1t} ON/}Jvl'!rUSsr)J L· Counsel of Fiduciary will submit,hereWith the following,in conformity with-Court Rules adopted effective December e,J 951,being rule No,9:po rag raph b-c;and divisions thereof:shown on pag@s [23-24,," 1.Written praecipes ~f all Cou';;sei in the case. 2.Copy of order appointing Guardjan ad litem,if pertinent. 3.Copy of Ordei-ap'poi(lting Trustee ad litem,if pertinent. 4.Proof of service of above~ 5.,Letters Testamentary or Administration C.T.A.or an 'attest copy of Will. L . ~.Copy of inventery and appraisement. 7.Proof of advertisement of-grant of letters if not filed with account.c '. L 8.Certificate of liens in!.case any of the funds for distribution,are from judicial sale of real estate.c 9.Signed and itemized elections if any distribution in kind.C l 10.Copy of Federal Esfate Tax return if es- tate is subject ther~to. :' 51 :::>iJ,.J(...t t'~'J c;l 030 GJGI Victor E.Riva Attorney ~2 } ,, IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION FORMAL NOTICE OF AUDIT AND FILING OF ACCOUNT TO:Helen E.Baka RE:ESTATE OF MARY E.FOX, Deceased. No.63-69..107 Charleroi,Pa. November 13,1969 You are hereby notified that the undersigned fiduciary has filed on October 21,1969,with the Register of Wills of Washington County, Pennsylvania,her 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,September 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 Att;?rney at Law Charleroi,Pa. Counsel for the Executrix Helen E.Baka,Executrix of the Estate of Mary E.Fox, deceased. "r ~.. \f','l ' ) "1,.'..'If. ,"~ o LU r,.. r, r \', r r r r , r r r;C; f r; r, r r r r r 1 ~--"""4 'I,IN RE: IN THE COURT'OF COMMON PLEAS OF WASI-IINGTONCOUNTY,.PENNSYLVANIA ORPHANs'touRT'nfvISION NO .63':"69 ~l@v:" .) .~) ESTATE OF MARY E.FOX, Deceased . ~,t ..~.: TRANSCRIPT OF RECEIPTS " .... .'~k --...'1\1;'-n~...r-- ~J '"~ .":b".;;g '......., "'i.li-<.'-;':\;$~'J.,- h~~~~~._ '.'V(CtOR~E:"RtVA,~~~, ..··.R.0:8b~115,. OW?LI;RQI.,PA~15022 \ ~'::t:J G')rr,"-..,...c:>-..".::::::--<::;"-?0?(r;. 14)"'"'-!0) -....;0f"r'1\:..."'J--'J r'-..;<;::I;::,);.... ,..cJ:.~:s:.-::::;),,:;ffti::A ",.:,,'"~::"'~';V.'"'.l:J.r·-:..,.,,,..h.:..,........",.""0:1<5' ,.',...'.'.~.,",t ..p"p.N,:,~y Co:/4.15;~ou~hAvenue.P:tt.sburgh,Pa.15219 ';";';;' oi'. ,/ ~u t4r <tLanrt af OInmmnn Jlruli nf lIuliqiugtnu <tLnnuty. Jrttuliylnuuiu.®rp4uuli'<tLnun lIittistnu ESTATE OF Mary E.Fox, deceased. No.__-l6o!..3~-::.lo/6u9::=.-lo1L10,,-,7l--_ In the matter of ther_--:!;.F....::!i::..!r~s~t~a~n~d~F....::!i~n~a~l=-- Account of Helen E.Baka Executrix ADJUDICATION AND DECREE And now DeCember 12,19-.-6..9..,this matter came on for hearing, audit and distribution at this session and testimon~taken;'and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $16 000.00 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 hereto be flied sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account"_ Balance _ $J 6,000,00 $16.000.00 Deduct Clerk's Costs &Receipt.~s _ Afttomey --l!V-""i~cu.tu.o!J"r;.....l,iE!.II.__"'"R\.oIi..Jly:.lilal...__ Russell Marino,Clerk O.C.,costs in certifyin real estate to Recorder, John D.Woodward,Recorder,costs recording tification of real estate, Russell Marino,Agent,transfer inheritance tax, Contribution to maintain assets of estate in kind for distribution" Helen E.Baka,sister,residue,inclUding real estate as hereinbelow described,held in kind and distributed as such at the appreised value,16000 0.INo balance REAL ESTATE TO BE CERTIFIED TO THE RECORDER 0 WASHIN~TON COUNTY BY THE CLERK OF TBE ORPHANS'COURT IVISION Mary E.Fox,devisor,to Helen E.Bake,devi ee,of 11 the right, titIe and interest of the devisor in and to per 'el 81 esta.te described as,VIZ: ALL that certain lot,piece or parcel of gro te in the Borough of Stockdale,Washington County,Pennsylvania,"of Lot No.11, and all of Lot No.10,and part of Lot No.9 in the Johq Lycos Plan of 'I 0 .§~ ...- i {':J Z....P:r .~. c CD .~~a 3 S-o 0.......~ ~ ....,~ ., -t ,...0 er ....... (::: :r 10 CD ~~ ~~::t~~ \. ---'- ..--" Lots,which Plan is recorded in the Recorder's Office f Washington and part Lot No. house end two- Vol.928,Page Jesko et ux. Recorder's Office e of part Lot No. a point in the said Plan,South Street;thence by premises,refer- e p.Flamos et 0,1954,recorded and wh ch is a subdivi- rch 28,1955 in Deed Book d The ·above property is impro'ved with County,Pennsylvania,in Plan Book 5, Cyrus Stockdale,which original Pla,n tion along the Westerly line of said Lots No.1,No. For the chain of title to the within above ence is made to the following deeds:Deed dat May 3,1954 in Deed Book Vol.895,Page 66,fr 28 0 0'East,for the distance of 73 feet,more or less,to a point,being the Place of Beginning. 9 North 28Q 0'West,for the distance of 73 fe t,more or less,to a point;thence through said Lot No.9 in an Eas erly di ection,North 660 0'East,for the distance of 120 ~eet,more or Westerly line of Chestnut Street,formerly kno the same in a Southerly direction along the Ea 9,all of Lot No.10,and all of Lot No.11 in car garage and is addressed as 157 Bow Street,Stockdal ,Pennsylvania. C~RTIp.,io;TO RECORDER:~PRIL 1,1970 sion of Lot No.4 in the Plan of Lots original y laid ut by Joseph and aforesaid,in Plan Book 1,Page 129,said Lot o.11 a d Lot No.10 and pa,rt Lot No.9 being more particularly bounded ribed as a unit parcel of ground as follows: BEGINNING at a point,being the intersectio of the Westerly line of Chestnut Street,formerly known a~Elm Street,and th~.Northerly line of Bo~Stre~t;thence in a Westerly direction alo g the lOne of Bow Street, South 66°0'West,for the distance of 120 fee to a pint in the Easter- ly line of a 13 feet wide alley;thence by the a Northerly direc- dated March 18,1955,recorded May 16,1955 in wife;and Deed dated March 25,1955,recorded Vol.923,Page 505,from Barth I.Fox et ux., ux.,to Barth I.Fox and Mary,E.Fox,his wife;Deed de.ed May 4,195!~, recorded Ma,y 10,1954 in Deed Book Vol.896,Page 16,f om Michael Giala"'(; me!!et ux.,to Barth I.Fox and Mary E.Fox,his wife;.uit Claim Deed 594,.from Michael Gialames e t ux.,to Barth I.ox and ary E.'Fox,his Upon the death of Barth I.Fox on December 31,963,Ma y E.Fox,the within decedent,became vested with the entire in the foregoing described premises by virtue of her survivorshi in a t nancy by the entireties. , -.. '.I ·~ No.------- In the matterof the Account of of Es'tate of . J\bjtWitnfutu nub i.rtr.re N,~~a ~\~I F'i l_E'0 1969~.DEC 12 Pil.2:·14 RlJSSEI.L MARINO RE"GISTER OF \'/ILLS "• IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION RE:ESTATE OF MARY E.FOX, Deceased. ) ) ) NO.63..,69..,107 R E C E I P T S The undersigned hereby acknowledge to have received from the above entitled Estate the items of distribution hereinafter noted opposite the names of the undersigned distributees,being the same awarded by the Adjudication and Decree of said Court in this Estate, which was dated December 12,1969;the undersigned hereby authorize and request the Clerk of said Court to enter full satisfaction of the records thereof for the items so awarded;and furthermore,the undersigned distributees hereby make no exception to the Decree of said Court and acknowledge payment of said items listed below from the Executrix and forever discharge said Executrix from any claim whatsoever by reason of said payments. RUSSELL MARINO,Clerk OCC~ Clerkf s costs,$27 .50 Receipt is hereby ackmowledged this ~day of :Jt~1 70. Witness:VZ~ RUSSELL MARINO,Clerk O.C. Certification of real estate to Recorder, ~\~tL~~ussellMarino,Clerk 5.50 0.' Receipt is hereby acknowledged this 3/~day of ~~,19..2.! WitneXr~_ JOHN D.WOODWARD,Recorder Recording .certification of real estate, Receipt is hereby acknowledged this j Idday of :2J?w 7.50 _'19:z£:.. Witn~2fZ RUSSELL MARINO,Agent Tranger Inheritance Tax, John D.Woodward,Recorderaa-~'~k/~ 309.95 Receipt is hereby acknowledged this J.L.tiIJray of 2~,19 J() Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA.. DEPARTMENT OF REVENUE-_...... BUREAU OF COUNTY COLLECTIONS COUNTY OF / ..Washi.ngt.o.n . 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 by the Secretary of Revenue.(Section 703 of ...the.Jnheritance_.an!lE.s1;ateTax Act of lQ6L) _Mg:~:(;;;~~::;~:OF -----coun~~}= Late of $.:r:.().~~dale'-..hlashi.ngton .~ State of PennsylvaT1i.c=.t } ss: County of Wc=.t!?h:i.:ng1:.9P........ ......................H.~.J.,.~.D ~..~J3.i3,~i3,..................ExecuC6r ix of the estate of the above-named decedent being duly sworn,deposES and sayS Decedent'dJed ..................January 13 ,196.9.,fL ~~~~:.~eaving a last will,copy of which is hereto attachec!.} (Month)(Uay)(Year)4'R'~~n<>- Name and address of attorney or} other authorized representative to. whom all correspondence should be mailed. ..Vi.c to~.E..Riva,S24TallQwfie.l..d...Avenue..ChaTleroJ. Pennsylvania .. That as such EXg.c-!J.tr.ix deponent is familiar with the affairs of said estate and the property con- (ExeclItor·Administrator) 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:- 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 box~s are itemized under Schedules of this return,with the exception of the follOWing,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fullv and in'detail all the real property in the Commonwealth of Pennsylvania of which de¢edent died haVing an interest therein.It also sets forth the mortgage encumbrances upon each parcel ofl real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book ~nd page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left ~y the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death i;all~ther cases;all bonds~postal savings,treasury certificates or notes and other eVideffce Of in- .r-~,.....-r olo--\.,..~..~debtedness of "the United States to the decedent;all obligations,whether by statute o~.~gr~einent··they~ are designated as tax free,of the United States,or any state,or political subdivision~thereo~or of,..'any foreign coun-try,.which are owried at the time of death;all wearing apparel,jewelry,.sil'verware,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 thefai\ly estimated . market value thereof;all bonds and mortgae:es held by decedent and of all claims due and,owi~g~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,giVi~g"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 policles carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. -.~~.. In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the-date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.It should also set forth in itemized form,together with ,the fair mar~ket value thereof,any other property owned or nequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a t'rue answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,witPin ~two year!'i of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom tr~sferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and "'all other facts of a pertinent nature regarding said transfers.In the case of~ransfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedu~e re;~o~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 andp~:so?al,with its v~lue,which pa~ses~1t 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 individuall-y or Sjointly,by ~he will,deed,or other instrument of another, with a copy of the instrument creating such power atta~hed~to t~e schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent'S'death,.the ilature 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 sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of,.death;taxes accrued chargeable for period prior to decedent's death (except .those.allowed under Section 651 of the Inheritance and Estate Tax A~t);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..d..... ......................................................day of ~19..'..f!~~~€:...§..~""..~.·j!~iABEfH·jjOHNSON,NotarYPubii.'·""""'~~~~~~~-~~~~--' My co;H;~~~i~~:~~;;:~~;;ji ;~,19i3·············~gi~:·a;:QT~~;w~~a~~~r················. NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securi ties of close or family corporations or an interes t 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. J I RCC-34 (1-64) :,COM~ON\YEALTH 'OF~PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT SCHEDULE IiA" -tEAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece,;' dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the de.cedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo!."wealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a- cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,acc':ued interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. ALL that certain lot,piece or parcel of ground situate in the Borough of Stockdale,Washington County,Pennsylvania,being all of Lot No.11,and all of Lot No.10,and part of Lot No.9 in the John Lycos Plan of Lots,which Plan is recorded in the Recorder's Office of Washington County,Penn~ sylvania,in Plan Book 5,Page 178,and which is a subdivision of Lot No.4 in the Plan of Lots ori~ ginally laid out by Joseph and Cyrus Stockdale, which original Plan is recorded in the Recorder's Office aforesaid,in Plan Book 1,Page 129,said Lot No.l~and Lot No.10 and part Lot No.9 being more particularly bounded and described as a unit parcel of ground as follows: (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3)/ DEPARTMENT VALUATION CAUTION (Do not write In this spoce) I I BEGINNING at a point,being the intersection of th~ Westerly line of Chestnut Street,formerly known a~ Elm Street,and the Northerly line of Bow Street; thence in aVJesterly direction along the line of Bo~ Street,Soth 66°0'West,for the distance of 120 feet to a point in the Easterly line of a 13 feet wide alley;thence by the same in a Northerly di~ rection along the Westerly line of said Lots No.ll No.10 and part Lot No.9 North 28°0'West,for the distance of 73 feet,more or less,to a point; thence through said Lot No.9 in a Easterly direc- tion,North 66°0'East,for the ~istaDce of 120 feet,more or less,to a point in the Westerly line of Chestnut Street,formerly known as Elm Street; thence by the same in aBoutherly direction alongft~ Easterly line of part Lot No.9,all of Lot No.10, and all of Lot No.11 in the aforesaid Plan,South 28°0'East,for the distance of 73 feet,more or less,to a point,being the Place of Beginning. For the chain of title to the within above describ~d premises,reference is made to the following deeds: --Deed dated April 30,1954,recorded May 3,1954 in Deed Book Vol~895,Page 66,from Theodore P.Flarrps et ux.,to Barth I.Fox and Mary E.Fox,his wife; Deed dated May 4,1954,recorded May 10,1954 in Deed Book Vol.896,Page 16,from Michael Gialames et ux.,to Barth I.Fox and Mary.~.Fex,his wife; Quit Claim Deed dated March 18,1955,recorded May 16,1955 in Deed Book Vol.928,Page 594,from Michael Gialames et ux.,to Barth I.Fox and Mary E.Fox,his wife;and Deed dated Maryh 25,1955,re~ corded March 28,1955 in Deed Book Vol.923,Page 505,from Barth I.Fox et ux.,to Anthony Jeska et UK.Upon the death of Barth I.Fox on December 31 1963,Mary E.Fox,the within decedent,became ve~t ed with the entire interest in the foregoing de- scribed premises by virtue of her survivorship in a tenancy by the entireties. The above property is improved with a one-storyts~cJeo~oWet\e@£d slf8c:R8al~arp~hn§{}~v£fti~ggr~~H~~~L!H$5,095.00 Insert this total opposite "real property",Schedule IIA"in the X X X X X liAs Reported"column on the last page of this return. ~~Wv[/I~!'(,s' W~I ~-:ld/; $16,000.00 RCC.-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under SChedule "E".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.SaVings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank,•stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKIIT VALUE DEPARTMENT VALUATION (Do not write in this space) 1 Checking Account No.063-471-698 at Western Pennsylvania National Bank,Roscoe,Pennsyl- vania Office-------------------------------~$ 'ft. 212.07 _~ 2 3 4 5 6 Cash balance in Escrow Account for payment of taxes and fire insurance on residence propaty with Western Pennsylvania National Bank,Roscs , Pennsylvania Office,Escrow-holder------------ Savings Account No.2274 with the Western Penn~ sylvania National Bank,Roscoe,Pennsylvania Office---------------------------------------_ Income Bond No.49932,dated April 5,1966, issued by Western Pennsylvania National Bank-- One motor vehicle,(1962 Chrysler--300)------..,;_ House furnishings,-----------------_--_ 269.06 2,000.00 5,000.00 200.00 200.00 J~u ~. ~ ~ ~ Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X $7 ,881.13 COMMowmALTH OF PENNSYLVANIA T~iNSFER INHERITANCE TAX ~SSIDENT DECEDENT SCHEDULE "c" ~RA_NSFERS (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)-4n~Q~_ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)no (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer Not applicable (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)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 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)_~n~O~__ (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others Not applicable (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)~n~o~__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke;o-r which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)_~n~Q~_ (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)Not applicable NOTE 1:The answers to these'questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detaile~statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION NONE MARKET VALUE (Es timated) NONE DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the --"As Reported"column on the last page of this return.NONE ·. C.CM1\I)NWFt\LTH OF PENNSYLVANIA Tn\\"SFElt TNH1~lU TAN CE TAX lU~~InENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY nSTRrCTIO~S:This schedule must disclose all property,real and personal,owned by the decedent jointly wi til another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated tmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisit-ion,Name I unit -perce~t~g-;---E;tat;- Address and Relationship of Co-Owners,and Place ,Value Share Valuation of Record of Instrument,where Real Estate.; DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest NONE NONE Insert this total opposite "Jointly Owned Property",Schedule"E"NONE in the "As Reported"column on the last page of this return. RCC-37 (12-6'"3)',, roMilONWEALTH OF PENNSYYLANIA C TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES ,,,,.... • BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step·children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,continge~t or other:are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Helen E.Baka sister yes __._'i'-entire #4 Jewett Parkway Buffalo,New York ,', " ( h Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE Not annlic::Ible OF THE Deceased ESTATE OF '..t1Cir:'Y.E •..Fox... --,-l(Executor-Administrator must complete "As Reported"column #1.) 0 ..,""d ::0..,..,(1)(1)0 Il'..,e.til ::l til til til 0..,......::l '"d(1)e...,...Il'til 0~-""d 't:l(1)a-..,.., ~0 ~ 't:l "-<: trl (1)... til ,.... ~"-<:Il'~(1) J JI J Year . DO THE t No. ~IATTER OF THE APPRAISEMENT Will Administration Late of '..Stockdale Commonwealth of Pennsylvania County ofWasl1~f1gton ~~AtppR~~L ~c:::r-CJ -t::"en :) en C~ ~>~ W en Vl >-<: n n?'"?'"?'" q ~>;- -- -6/)-6/)-00 -6/)-6/)-6/) ---->til ~----(1).....'g-...~(1)c..- ,,- ~~ ~ ~."\ rn .t:::J... ~'v C::> :.t::::.-_...-e:;:::, ~.:.n REtORT ;;l.ND /'(f),::t~-...(.!}~'lJ {/)~-:!...-:~ 0->f'1 "1 -j '\I r'.~-"').-f"'-ft- ~~~;::: \>j,,,,,~)~~~ ....r':';;~1;"'"...~..._(~o .J .1 .J ofF.>-6/)-~-6/)ofF.>ofF.> ,1 VICTOR E.-RIVA,ESQ P.O.BOX 115 CHARLEROI,PA.15022 .1 ~. ,~ :~. .~. .~ ~- ~: •~>~~~L.U :""\.,:\:)It_~.~8"1;"-.~3- -~:::- ."'--"r.{_v ,..., -'-"-!- ,----------------;-.--------------------h3-Co9-(O?\/ Form RCR!.:.10-100M-l-55 ~,!O,~...f •DEDUCTIONS ALLOWED IN..,. \ THE SUM OF ............$...ll.tL.lfJ..fl..f. OFFICE OF THE STATEMENT OF DEBTS REGISTER OF WILLS ...DAO~~:~f.AND DEDUCTIONS ~ WashingtonOF COUNTY' AND AGENT OF THE COMMONWEALTH I Register of Wills,Agent U-+ ESTATE OF .Mary E.Fox I.ATE OF XIDii\1XI@Q.OOOOOOnr Stockdale DATE 01"FII.ING APPRAISEMENT DATE OF DEATH January 13,1969 DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCHIOR Russell Marino,Register of l(JCKlRER Probate of Will and Wills short certificates.$12 50 Washington Record Company Legal advertisinQ'14 00 The Vallev Independent LeQ:al advertisinQ'10 75 Eckert Funeral HomeRoscoe,Penna.Complete funeral,1,460 00 Rev.25 00Funeralservirpl'; Grave marker,50 00 {Ilestern Pennsylvania National Balance on existingBankRoscoePenna.mortgage,1 451 15 \lirrn-r E RivR Estate counsel fees 1 200 00 Helen E.Baka.Executrix Commission as Executrix.1 200 00 Notarv Public Affidavits of Acknowledgement . to Inventorv and allied ,estate Ipapers.5 00 v" administration ex- Russell Marino Clerk OC Denses involvinp'til inp'fppl';nf Inventory,Account and auditIcosts c:.n nn Helen E.Baka Creditor In acC'ount "lith n .:J nt:1 F,7U 1 Q In account with decedent forHelenE.Baka.ReQ'istered NurSf ,professional nursinQ'care home care,and while in BrownsvilleGeneralJ.Jnc:>n;rRl Tn1'"::l np1"';nn (~I 1_21 days ,rt $35.00 a day 24 hour aav u ,~c;nn Malcolm L.Morgan,County "I Treasurer 1969 County Taxes 87 12 .... W.Ross Allen,Tax Collector,I 1969 Charleroi School Taxes 274 63 I Tax Collector 1969 Stockdale BorouQ'h Taxes 24 97 I ~~J.~.12A'~.'tf .AI./'..;t.~O st' /1 g-I<{~I - \ COMMONWEALTH OF PENNSYLVANIA }ss: COUNTY OF Washington I,Helen E.Baka.Executrix HEREBY CERTIl"Y,THAT.TO THE BEST OF MV il<NPWbEpGl::AND BELIEF,THE FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF .:··~C~~U'TRA;ibNSUBMITTED TO THE ESTATE OF Mary E.Fox .DECEASED,AS DEDUCTIONS FOR.,',.'-/ ,,::_HERITA~CE 'TAX,~l~RPOSES._~E ,6~ (L.S.l,.a;;AND "'",DO'.'D ."00'••TN'.~AYOF Helen E.Baka','~a '~<J=)ELIZABETH lJOHNSON,NDlary PDblic ~.-,,,~~My Co~;~~~i~'n w::~;;:T:~~;i'l ;~,1973 -, rr)~'','1;:r_,.2Ft ",r \-r-'r.•):> r r J J'J.([)rJ s=::;'"'~r 21 r' "e r I'r;,I''';Fl )))JC ,1 .",. r "\ "r r L .rr -r J'i.~--r'I~ G "• I C rS r r ,( r r"~";~,..-.JE I:R" G .~.~~~I !;f.__r,"T rr r.·f r -'f""'-'r:;'J',... , :r ~,'r I'.r:..·r Tc:.,r C:'r-;:J:: I, '/C;"-I j ;' " re '~~..G~~~·."'1:~w_;~,:"" -1 r "'\ ,' J'");, ,; ,: T' r IS, ,;..f.-'.;: , r ~-..) • .G"ro"I).J. r c .~r-' r ''1 r. .',~.\i t e~,~,c..II I r •, I "Jr 'I' r ~..,;..:~! ),1 f \ 1 X r ',,.I I •l r!.C. ( I \",..~ I r) l M\t6 ,tt'i C') r ',e \'q .... :s l's'( I~'· I ( I I , I \~." R~SS£l':-H:..R\NOtH.:.G~,5lt..?;,(If XHtlS ~l/l\S'i.\\WGTON CO..pf,.. r " r"T• l v .,". 37-179~6 RCc-e I (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA.E RE,.ER TO ) In Re:Estate of --l:i,',::,4u..R!UY'-...:;F""';.'-'"f.Jo,'O!..:lX...,--------- _______\<!:l..r~Af-'-l,.:..:.u.J.ul:;l;,.rr.Wl."TL.!>.i.)tAl!.~County -File No.u3=69-1CYl.. Dear Mrs.Eaka:, You are hereby notified that the ~(~)r~i~g~~~neaul_------- appraisement in the estate of ,.':\'Cv \~.Foy has been filed in the office of the Register ~f Wills qf WashintgTI County on Q~t9b~r 1 ,19~.Said appraisement reflects the following valuations: Re alEst ate _--'---IJ...:.{).I.:l,,..:.OAOOALo....lo.OCA."...._ Personal Property 47~J~p~A~1•.~)p~~----__ Transfers ,.--__ Tota1 '--__-..,...---=::2;.,;J'-#-J.c.BBc.',L.l.....)L.,,;)l---- 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 bf six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e __--!,.Ou,c..t...'o.:u;h.l.l:f;;.:;,,..;:......JlI-:lJ~)'-'9~61.;9;:..---- t Title iDATL 0.:lJr~A.1"h:JanUllry 13,1969 Note:This is not a bill. RCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of__F_OX........,<--MAR__Y E_.DATE OF DEATH_l=.--=:1::::.3_-6.::....:9:-_FILE NO.63-69-107 (Last Name)(First Name)(Initial) 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". dl-L «\r f2....-7<C",•INHERiTANC~APPRAISER 10-01-69 01-13-69 Dated:---.::.:-=-----=-.::=-~------ 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 16.000 ?881 11 23,881 13 VALUE AS APPRAISED VALUE AS REAPPRAISED $OO--$+-_ 23 881 13 INVENTORY 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 FOR USE OF REGISTER ONLY Tax on $~--2% Tax on $~--6% Tax on $--------~--5%Tax on $~--10% Tax on $1 0 Exemptions=========j~= Total Estate ~-_ TOTAL TAX COMPUTATION OF TAX $-------4-- $--------+--- $-------4--- $---------4-- $---------+--- $......J.__ (*)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 ::::::::::::::t=== TOTAL TAX BALANCE :----~~ PAID $--JC BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $-----J AMOUNT OF ESTATE TAX ASSESSED $----~I- Estate tax paid $----ll- BALANCE DUE $----ll- Add interest at rate of 6%from ------tto----- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration (No. IN THE Year . MA TTER OF THE APPRAISEMENT OF THE ESTATE OF ..MARY.E.~.FOX . Deceased Late of . County of STOCKDALE WASHINGrON Commonwealth of Pennsylvania REPORT AND APPRAISAL ,. ...COUNTY ~~.~.~.~.~9.~. FILE NO §.).=.(>,.9.:.~Q7... Fonn RCC-2 \JDEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE October 1,1969.......................................................................................... Marv E.Fox StockdaleWhereas,::'..l':late of . in the County of W.~.~h~.~.~.~Commonwealth of Pennsylvania,having died on the J.,J.~~day of ~~~!.l 19 ~.?.,seized and possessed of an estate T d h I f th C I P IsubjecttoInheritanceaxunert e aws 0 e ommonwea th of ennsy vama; Therefore,I,........................W.~R..!.....C..~.p.~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 Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ REALTY: See CODY of Schedule "A"attached.16,000 00 - PERSONALTY: See COpy of Schedule liB"attached 7,881 13 . I ! Total 23,881 13 I fonn~;v~fhb;:;:::h;Sw<>rl1accoJ~I~::~~o~e~~~~~:;;7~r~seiis~j:~..7 Appralser..·..·..............··..Z~..···..·2·..·........·....·......·........·..··......·.........................................(Number and Street)~c,······:1-..~...................................................................Penna.(Post OlBee) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of HARY E.FOX Deceased. Late of STOCKDALE Date of Death,c1..~~l3£Y..;l,?~~.'1.§.'1... Appraisemel!t·Docket Vol.,.3.7 . Page,+..7.~§No 2~.~9.~!9.7 . Filed in Register's Office,..9.~.~(?1>.~.~+..1.19~9 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.uf Appraisement, Appeal /1'om Appraisement,.. Entered and charged, ..