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HomeMy WebLinkAboutOC1969-0216 - ESTATE OF MENENDEZ-_.._.._----.,--- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANSI COURT DIVISION In Re: Estate of ETELBINA MENENDEZ, deceased. ) ) ) ) ) ) ) No.63-69··;216 FIRST AND FINAL ACCOUNT OF VIRGINIA ASTLE and MARCELINA MONTES,EXECUTRICES The accountants charge themselves as follows: Per Inventory filed Real Estate Personal Property $8,600.00 2,625.00 $11,225.00 Correction on inventory value per inventory filed as to part of Lots Nos.1,2 and 3,Block 60,Borough of Donora.Decedent had collected $190.00 on sales agreement prior to her death.L e s s Advanced by heirs to take real estate in kind Total Charges ** * * ** ** *** RE CAPITULATION -190.00 11,035.00 +3,076.09 $14,111.09 Total Charges Total Disbursements B a 1a n c e for Dis t ri but ion $14,111.09 -3,,486.09 $10,625.00 Balance for Distribution held as follows: Per inventory filed Lot 30"Block 53 $5,000.00 Lot "B""Division of Lots Nos.4,5 and 6,Blk.60 3,000.00 Pittsburgh Steel Common Stock, now Wheeling Pittsburgh Steel 2,625.00 $10,625.00 .. I'·..-" .\~...,.... The accountants take credit for the following disbursements: 1 1968 Oct.30 Philip DeRienzo,funeral expenses Dec.16 H.J.Levin,M.D ....Medical services 1969 Jan.7 Memorial Hospital ...Balance due Jan.30 Russell Marino,Register of Wills ...Probate will and 2 Short Certificates Guy Rogers,Deputy Register of Wills ...Trip to Donora Feb.24 Washington County Reports,...Advertising estate Valley Independent ...Advertising estate 1968 County,School and Borough Real Estate Taxes $2 J 910.00 25.00 41.00 18.00 15.00 14.00 10.75 413.34 May 23 Russell Marino,Register of Wills ...Short Certificate St.Charles Roman Catholic Church ...services 1.00 25.00 June 25 Russell Marino,Register of Wills ...Short Certificate 1.00 $ Total Disbursements Pennsylvania Realty Transfer Tax 1% Borough of Donora Realty Transfer Tax 1% (Sale of parts of Lots Nos.1,2 and 3,Blk. 60,Borough of Donora,Pa.) 6.00 6.00 12.00 3,486.09 (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) Washington County Reports~ 'f -...:::::--. 63 SOUTH MAIN STREET Washington,Pennsylvania ~ - t'_,"""'. \ Estate NotIces The Register of Wills has granted letters, testamentary or of administration,in the following estates;Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands .to present them for settlement to the Executors or Admin- istrators or their Attorneys. •••••••••e ••••••• " ,t'rI' PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON} STATE OF PENNSYLVANIA SS. Personally appeared before me,a Notary Public in and for ~aid 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,published weekly having it~ place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COlJNTY 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: .........Eebru.a.r¥-...27..~19.6.9 . .......J~larch 6.;.,.13.~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 t,",ffiwvit "p;r;;};;':!2X~ ~T-"'"Editor Sworn to and sbscribed before me this ~~...~_.,---;;- March ,196.9 ..13.th..day of............. ......~.A~ ,~:,,::...........................~.~_....''Notary Pubilc VAR0 Notary"'PuhlicKATHE~INE C'Washington .Co.,Pa. Washington,.'on Expires My CommlSSI 1969November1, JENDEZ,ETELBINA,a/k/a ETEL-,"/INA MENEDEZ,Dec'd. Late of Donora,Washington County, Penna.Executriees:Virginia Astle and Mar-celina Montes.1043 Meldon Avenue, Donora.Pa.15033Attorney:S.Barry Anderson,617 Mc- Kean Ave.,Donora,Pa.15033 c .. Proof of Publication of Noti~in'The Valley Independent Under Act No.587,ApproYed 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 25,1969 March 3 and 10,1969 STATEMENT OF ADVERTISING COSTS: S.Barry Anderson,Attorney at Law My commission expires day of --...JL:.ll.d........",¥-_ Letters"testamentary on the estate of IEtelbinaM,enendez,a-k-a Etelvina,Men·'endez,late of Donora,Washington Coun-ty,deceased"having been granted by theRegisterofWashingtonCounty,notice is •,hereby given to all persons indebted to'said estate to make immediate pay·ment,and to those having claims against IIthesametopresentthemwithoutdelay I, to Virginia Astle &M,arcelina ,M,on,tes,executrices,10.43 Meldon Avenue,Do-nora,Pa.S.Barry Anderson,attorney, 617 McKean Ave..Donora,Pa.,~--_.---=.::~~ Affiant further deposes and says that he is General Manager of The Valley Independent,a doily 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.')_..)~ COPY of NOTICE 617 McKean Avenue Donora z Pa.15033 ,,,, TO MON VALLEY NEWSPAPERS,INC.,DR. For publishing the notice or advertisement attached hereto in The Valley Independent on above stated dates $10.00 Notary :.....................................$.75 Total $10.75 PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Man Valley Newspapers,Inc.,publisher of The Valley Independent,a daily newspaper of general circulation,hereby acknowledges receipt of the aforesaid advertising and publication costs and certi- fies that the same have been duly paid; MON VALLEY NEWSPAPERS,INC. By 2/24/69 STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~ss: The within named AccountantS being duly sworn according to law,depose and say that the above account as stated is true and correC'tas ~?.~X verily believe, 22mlSwornandsubscribedbeforemethis . Wa1shington County,ss: ~~----~­ 7&~.~._-_. Marcelina Montes I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribed by Sta'tute and Rule of Court,as evidenced by proofs thereof filed to No..h&_fr!._~_':..8..7;L.. Witn s my hand and official 'seal thiS a~~... -..-.---~--,r--------.,.. "d ¥,i......,..., ()0 ...i=I::I 0 ro(])...,0 ..., "d i=I Ul ()i=I::I 0 ::I ~..0 (])CD 0 N <)().d ...<)<)...,<)<l1 '..-1 FI L EI),0 <l1 ""-~"d f...!0l=:...,~Q rn +'......~Cll ::l 't:l CD 0Z~CD .......()...,() ~~Z (])~69 i=I ~ocr 22 CD 0 CD~Z 0 ~Pt1 2 UJ '0 ~ 0 J-4 ~CD ...~~...i8 0~~~...,N ri:1 r-i .0 ...,tEo<~Cll rn ~ ...,.><<l1 \i=I<l1 l=:~::I !ri:1 ~CD Eo<'..-1 ~HUSSELL 0 i't:lrn~li4 ;$H.t,RINO <) .-t ri:1 J-4 <):i=I C'\I Z gEGISTEH ro ro I H "d Z ~OF WILLS i=I ~l=::aenp:)Cll H u \~'A$Hl NGTON CO.•PA....JCD0 ..., Ii J-4 +'~~.~.~ M:~Ul ~0 CD CDl E-i f...!H ...,.d '..-1 :>~~..., ~f;t,g~:'t:l~0 i=I • Z <l1 ~ ,!"~~..~-'\'.._.-.. , I /j .-::';":..-'". .~ ... " ''>•• )'\. " ,J " .... ....., " e" " .: ---.... ,~ The Court is respectfu II y requested to deflermine proper distribution in this estate. ----=-=-S(2_...11 n .Cou~~~ 1\ffibanit (@f iExrrutnf Wr 1\~miuilitratnr J 1 : t;tatr nf JrtltlBgluatlia.t £1£1: C!1nutlty nf BaB~itlgtntl ~. Personally before me,the undersigned authority,a ~?!.~.:y.~.~~~.~.~..in and for said County and State,appearedy.J!3:Q.~.~lA..A~T~~...~.?gr~~.9~.~I!~:!.b ..M.9.~.r~.~..who,being duly sworn according to law,deposes and says that the y xix the execuri<::Gts.R~~of the estate of .~.T~.b;§I;NA ..:w.r~.~~.~P.~?!.deceased,that the foregoing schedules constitute a 1 ·rd'f hId 1 'fEtelbina MenendezcompeteInventor)an appraIsement 0 t e rea an persona estate 0 , 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 vaJue of said items as of the date of the decedent's death,based upon a just appraisement of each item:ad~by the above .named Executil5'Ji~eAltm:inl5t~x '~".... ".,w\.\and subscnbed bejore me thlS....9:~.~~da~!J;ZJ.;~:~.5!;:;~~;~·.....,;....·Ex~cui·~i<·_·····- ~ary u IC 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 additio.nal assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding 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 lIuurutnrg nub ""pprnisrmrut of the goods and chattels,rights and credits which " were of ~.I~.L:s..1NA..M.~N.J.:t.ND.E~late of .P9.;g9..r..~.~~.. Washington County,Pa.,taken and made in conformity with the ab01!e affidavit. CENTSDOLLARS I I II===================================~===:;==========I REAL ESTATE PARCEL I:All that certain parcel of land situate in the Borough of Donora,Washington County,Pennsylvania,and described as follm s: Being Lot No.30 in Block No.53 of the Union Improvement Company's Plan of said Borough,as such plan is recorded in P. B.Vol.4,pages 76 and 77,said lot lying between Heslep Reservation and Eleventh Street;fronting on Meldon Avenue,and being bounded and described as follows: Beginning at a point on the West side of Meldon Avenue and on line of Lot No.29;thence running along the line of Lot No. 29,South 77°09'West,for a distance of 100 feet to Cypress Alley;thence running along the Eastern line of Cypress Alley, South 12°51'East,for a distance of 27.71 feet to a point; thence running North 81 °56'East,for a distance of 100.37 feet to the West line of Meldon Avenue;thence running along said Western line of Meldon Avenue,North 12°51'West,for a distancE of 36.16 feet to the place of beginning.Upon which is erected a two-story frame dwelling house and cement block garage. Excepting and reserving,however,all the natural gas and oil underlying said land but no wells shall be drilled on the same for either. Being the same property as was conveyed to Etelbina Menendez by Joseph E ..McWilliams,et ux.,by deed dated May 21,1947 and recorded in D.B.Vol.729,'page 35,records'of Washington Co.,Pa $5000 00 PARCEL II:All that certain parcel of land situate in the Borough of Donora,Washington County,Pa.,and described as follows: Beginning at a point on Gilmore Avenue N.30°27'W.and distant 40 feet from the Northwest corner of Thirteenth St.and Gilmore Avenue;thence running by Lot "A"S.58°37'W.for a distance of 76.61 feet to the line of Lot No.3 in said block; (cont. t • :. ~.1 ,.':::t":t":.'" ......! <• ~N.~ r ). \ I .. ...... ;:l......~<:'1>;:l....~C"'l~ ~l;l tt:l ;:l l;l.. CI:l ~"oj ~~~~~1;;. 0 '1>~"1'j '1>;:l.... ".i\ffi~auit (@f iExrtutni-<@r i\bministratnr ~tatt of 'ttttt6!Jlnattta.t ss: aLnuttty of lIa54ittgtott \ P 11 b f th d . d .h .Notarv Public . d f 'dersonay e ore me,..e un erslgne aut onty,a ..1 ffi an or sal County and State,appeared who,being duly sworn according to law,deposes and says that he is the executor or administrator of the estate of ...............................................................................................................................deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of , deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. daY..~~~~~::a:~~::s:~:~::=:~~;:::~~~~~::~':t:..s_::::::::::::::.:l............~~~~i;:Ad~L;tr~~;.._.....- 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 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 lfutttutnry null ""pprni.9pmrut of the goods and chattels,rights and credits which were of..:§.:r..:§.b.~.!~.!.\M~.~~.~.Q~~Jate of ~~~~.:..~:.. Washington County,Pa.,taken and made in conformity with the abrroe affidavit. c onto DOLLARS CENTS thence by line of said Lot No.3 N.31°23'W.for a distance of 30 feet to a stake;thence along line of sub-division "Cll N.58° 371 E.for a distance of 77.10 feet to Gilmore Avenue;thence along Gilmore Avenue S.30°27'E.for a distance of 30 feet to the place of beginning.Said Lot being known as Lot "B",the central redivision of Lots Nos.4,5 and 6 in Block No.67. Having erected thereon a two-storyframe dwelling house known as 1321 Gilmore Avenue. Excepting and reserving all the natural gas and oil under- lying said land but no wells shall be drilled on the same for either. Being the same property as was conveyed to Etelbina Menendez by J.Charles Schwenk,Jr.,Executor of the estate of John Charles Schwenk,and individually,and Helen Schwenk,his wife,by deed dated December 15,1955 and recorded in D.B.Vol.955,page 464, records of Washington Comity.,Pa.3000 00 PARCEL III:All that certain piece or parcel of land situate in the Borough of Donora,County of Washington,and State of Penn- sylvania,and described as follows,to wit: Being the West end of Lots Nos.1,2 and 3 in Block No.60. Beginning at a point at the Northeast corner of Twelfth Street" and Cypress Alley in said Borough;thence in an Easterly direc- tion along the Northern line of Twelfth Street a distance of 22.10 feet to a point;thence in a Northerly direction in a line parallel with Cypress Alley a distance of 63 feet to a point on the dividing line between Lots Nos.3 and 4 in Block No.60;thence in a Westerly direction along said dividing line a distance of 22 feet to a point on the Eastern line of Cypress Alley;thence in a (cant.) ~N.~ r .......~.......<:!<:<1>~.,.. ~C"'l~~\:l ~~\:l...Cr.l ~t ~~I\) ~~.'"0 <1>~~~<1>~.....t-' 10 \.' .'" "". .t&.•", -----------~--~--......----------------------~ 1\ffi~uutt (@f 1fxrrutni~'(@~r 1\~mtntl1trutnr j;tatr nf Jrnn5yluania,t 59: C!1nunty nf .a5~in!ltnn \ Personally before me,the undersigned authority,a .in and for said County and State,appeared who,being duly sworn according to law,deposes and says that he is the executor or administrator of the estate of ................................................................,,deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of..~:, deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. daY ~~~"::~::~~:::':"::;~~:~;'::~::;':~~'::;~:t.~..::::::::::::~:::::::::.l..__E~~~i~~:Ad~k~~~;;_.. 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. 1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding 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 1Juurutnry aUIl .i\ppraisrmrut of the goods and chattels,rights and credits which ETELBINA MENENDEZ Donora,were of ·late of . Washington County,Pa.,taken and made in conformity with the above affidavit. (cont.) Southerly direction along the Eastern line of Cypress Alley .a distance of 59.86 feet to the place of beginning. Excepting and reserving all the natural gas and oil under- lying said land but no wells shall be drilled on the same for either.. Being the same property as was conveyed to Etelvina Menendez by Virginia Menendez,unmarried,by deed dated Sept.26,1940 and recorded In D.B.Vol.639,page 567,records of Washington County,Pa, PERSONAL PROPERTY 175 shares Pittsburgh Steel Company,common,stock at $15.00 per share DOLLARS 600 2625 CENTS 00 00 TOTAL 11,225 00 ,. ......I .... ~..~. ':~d "00 N01~N1HSVM SlllM dO Hj.lSI~3tl oNICl VI"j Ti3SSnH l~01 WV E2 130 69~ ea3ll~~j j, :3J11 thr'1 UJrJl 11 ~t115',I [Durl Df j .'...,. -'.- ,'In the matter or the Audit ot Account In ,- Estate of ,~UL€Ollv1..'. G3 ,-"e,-'2 I ~'No.,-" '. •:1 9""--::'-'A.A. ',', ,"'."".TO THE AuDHIXG JuDGE:••:0. ./ ',.U:'n~~tia#·if"~, -, ",~':"'-.L.LJ~=~~--J.~L:!C:se,r--!..::lp:::.-:::~~---:.-_ .-Enter ,.... ......-. " -.cH:--'(\.0,' <.J day or_~--...19~ N.B.....:Cou::sel sh:lll.by scp:>.rate p1per,prescnt a concise st2tc::-;~nt or e:lch claiCJ,,·;ith sup;>ortin;C':l!.:t1:2.t~on of any i~t'2re.5t cl:di=,,;:ll..Obj~ctio~s to an :lccount ~:>ti!"d.sl:::l1 b·~CO:lCi30!r 5t::t"d in :l;se;-:::!.;:.lt~pJ.?er. Co:mdl su;;·~~:i:l:;p~0;Jer di;;:~ib'Jtion sb.:'..ll file a sep:J.fwt<e cO:lcise st:lte· tt1e::lt in tbt re;:J.rd. ..; " .' Testate Form PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY j ~;;~.;... Estate of..~~·LJ~~!-!~rNAJYn~~!\:U~~NREZ __.__._.__._--. Deceased No Q.S.:_JL~.:_.~lJL A. A. Fiduciary..Y~~Q~~~.A§'T!::~..~.~~. MARCELINA MON~ES Date of ..Date of Decedent's death g~~.?~~E.}g.~.).~~~Grant of Le,tters ~~P.~~~Y...~J!..J~§.~, . This is the..E.~~E?t.~n9..r!p..~L account filed in this estate If there have been former accounts filed in this estate,list file number or number and term..NQn~. Election to take Under or~~)W:1ilX(crossout one) Date Election Place of; Filed :::.-:.:-_Record . Name of surviving spou~e~NQn~::. List issue,where material:None Did decedent marry after execution of will?(indicate)2Y.KSXNo.Any children born after execution of will?(indicate) ~No.If answer yes,name them 7;:-.::_ __. -.~., __.t:.._~._..•__._._••_..__._..__.__.__.. ..___.___..__.__ _ _ _ _••__._.~•••:.••••.••.•••. Leg.atees Virginia Astle Julia DiPietro Chider David Menendez Raymond Menendez Oliver Harper MarcelinaMories Relationship Daughter Daughter Son Son Daughter Daughter Interest Devisee II II II .11 Fiduciary,if deceased or not sui juris List,if exceptions to above: None If partial intestacy,give facts: None Adeemed:Revoked:Lapsed:Abated:-..Give Cause: 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.l':KiK If ...Noneanyexceptiongivecause . File copy of Notice and date of.maiiing..7..Mail~.d.N.Q.v.emb.ex:.la•..l~§.~7.•5;.QP.Y..at.ta.c;:.h~g.:,.. \"( I .-...... r ~-/', ".. Is estate subject to the.Jiling of a Federal Estate Tax Return?N9 ",. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $N<!!?-.~. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant....N.o.. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudicQ'tion,and a statement of any other facts deemed necessary for the preparation of the adjudication: None, ~~.:...-~.'~-~. 10.00 550.00 Balance for distribution per account, Itemize any additional debits not shown by account: Cash advanced by heirs to take real estate and stock in kind,per elections flle'd. Total additional debits (Add) Itemize any additional credits not shown by account: Russell Marino.Ba1'~on letters $2~.50 Inventory and acct. Frances Wisyanski -Notary Fees S.Barry Anderson,-Atty.Fees Total additional credits (Subtract) Balance for distribution $10,625.00............................................. $.,~.~.~.~.~.9 . 583.50$. $10,625.00......_-_--_---. If balance for distribution is riot in cash,list each item held in kind,giving appraised Value (or distribution Value); Lot 30,Block No.53 ...Value per inventory filed Lot "B"-Division of Lots Nos.4,5,and 6,Block No.60 -value per inventory filed Pittsburgh Steel Common Stock,now Wheeling -Pittsburgh Steel Value per inventory filed ~-........ --_._~...~'----""""". $5,000.00 3,000.00 ,2,625.00 $10,625.00 If Family Exemption claimed by Petition,give place of Record:~~_:. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:_: . , Marcelina Montes,Daughter -Residing with and member of household at the time decedents- List any advancement or distribution on account that has been made,and nature and amount of same: None Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions:. r::'''';r! A ~.;We hereby !=lect to take in kind the real estate known as 1043 Meldon Avenue,Donora,Pa..74.~.Vi~ I '-.--}~,; 1·-, a~Marcelina Montes B.We hereby elect to take in kind the real estate known as 1321 Gilmore AveilUe,Donora,Pa Marcelina Montes C'._I hereby.elect to take in kind Pittsburgh Steel Stock,now Wheeling -Pittsburgh Steel. ..;.9."U""i {~f ( .11)\~"V,,:..-- 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 to the best of..__..Jh~tr..__knowledge and belief. ..~~9.~.~to and subscribed before .r..;@ me this..lr.:-day of..N9.y.~.mt>.~r.19 ~.~....':""-...""--J -/f/ S· t f Off'·~~--""';-o·t/ta-~~~loC·Igna ure 0 Icer ,...::.:-,.<.·.......k ••.•••••••~ ..Notary PU'blic',.D~nora;:W:;~in n County Title of Offlcer MY•.c9Wlll~~R.-€XfJ'iFe;:•.Jti~r3{)-;.1!T7'3•••.••••••.... Off0 •_to)J __Ice explres :•...,~•............................':. .,' And your petitioner will ever pray,etc. (.~L ~.Virgind·A~ti~··=····· ~."@~:~. Marcelina Montes •'!'".'!'••••'!'••'!'!'..!"'!'!'. , iJ i- f I Ii I [, I " .:., ,~ 6;:s -69-216 AANo... o Estate of ETELBINA MENE'NDEZ ....................- -_----.-- - ---_-.. Deceased Fiduciary..YI~.Q!~~..~e.~.!:.~.~~!.?:~..__.._..... MARCELINA MONTES PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:po rag ra ph b-c;and divisions thereof:shown on pages 23-24, 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent.. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. I -------~U~.~-~ii~;~;;;-••••••••••,~2 . ",. ; .' .~.~:,,'~'.'t' \..'.~,-..~.....................~L,•~.~C"):n ';.<:T"'1 :/'\' -c)',\-"•(_ \~)'""<~~,..'./ ::..r?""........•,' "".{/'",..,"\,,\/,,C l~,\''I"""'rl'I'lfn~ 'Vd "00 NO.Lf.1NIHSVM Slll!~.:!O tl31.SIS3H ONn:ptri -1l3SSntl £I II HV hI ~~r oL, 'a 31 \j --;J " " ," " ,..-.'...,~ ~..''-'-"" .A.riTo'uN;'~~_.!,r~,·t~~~~ ~~.~ ,, .' ,."'' L\'•\,4 .'"" !NtH!:'CO~~:ott,CO~ON,PLsA:$OIl:WAsH~<i:ro~·C~U~.,:PA., .".'.ORPllANS!COUl\T'D1VlSIQN''....,. ~ I• if I, ". ~...... ~~.. ,'4ecealed"~~.,.~.~ ~.. " ) .) ).l.. ) ) "'."I' '\, .......'....."..;,- ,N "Q ,T.'-I C'B\...,If.'"..t~~·:.~eb.reb1:n~l.~·tbat:t~~'"irSt~~Q4.~cai·AC~O~~'~f.the •'.oJ>"_....•-..;,f ,."."_.~•,.~.~ ~.. ~ovebatG"'decette~i~.b.ri tUte!,~••n.at.ter ofwm.'.alfle.in •.''.;".•},.•~..~., •oJ',..."..-,...i.'.,',.,.. acdtpr tb!q~tY 'd.'·Wa9btiitto~.Jl_bn.yb,~.~"," ," , I '}t"':'. .Noveinber 18,1969 ....w.'..t._•t fJ'Il...'.,t -. lsi ?B~rr'~Ari,der~(>n ~l ..l-...,1n"-"j"1.'IJ!I'bi:trli •"i 'S"Ban14ndet;.o~; '.~",A~6h2"for,,'.,tat~,".:~!~.~:J'-:.',,'-':'-..:>t·~.t.~~..~~~~.• ill• .' [\..' '.,...,.'... .,.,-- ..,"' ,', • •'1>, In t4t <1tnurt nf Qtnmmnn Jltns nf lIus4ingtnn <l!nunty. Jtnnsylunnin.®rp4nns·<1tnurt lliuistnn ESTATE OF N 63-69-216o....::::...::.-..::~=~_ Etelbina Menendez a/k/a Etelvina Menendez, In the matter of the First and Final Account of Virginia Astle &Marcelina deceased.Montes,Executors ADJUDICATION AND DECREE .And n~w...January /f ,19...1SL,this matter came on f~r heari.ng, 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 62~.OO and the account is accordingly confirmed;and it is ordered, adjudged and decre'ed t ot 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 filed sec.reg.or an appeal be taken herefrom sec.leg.'----.-G/ SCHEDULE OF DISTRIBUTION Balance per account 1 Additional debit asked at audit Additional credit asked at audit Balance'1 Deduct Clerk's Costs &Receipts _ Afltorney'S_._B_a_r_r;;;.y_A_n_'_d_e_r_s_o_n _ $10,625.00 Russell Marino,Clerk O.C.,costs in certifyin prealestatetoRecorder, John D.Woodward,Recorder,costs recording cer tification of real estate, Russell Marino,Agent,transfer inheritance tax $ 5,625.00 10,625.00 n 1500.00 Olive Harper,daughter,undivided 1/2 interest real estate as hereinbelow described,held in kind and distributed as such at the appraised value, Contribution to maintain assets of estate in kind for distribution,1467.22 Virginia Ast~e,daughter,undivided 1/2 in reall $ estate as hereinbelow described,held in kind ! and distributed as such at the appraised valuej2500.00 Julia DiPietro (now)Julia DiPietro Chider,, daughter,undivided 1/2 interest in real estat~ as hereinbelow described,held in kind and dist tributed as such at the appraised value,2500.00 $ Marcelina Montes,daughter,undivided 1/2 interl~st in real estate as hereinbelow described,held::n kind and distributed as such at the appraised value,1500.00 $2,625.00 0 ~~ .... !r :l Z n -+$> ~a 0 :r ~. c::CD \<.~(I):l 3 So -+ 0 ~_..... '.1 1....''- ~t::: ., t .';j , 0...tr .... -+ ,'.}:: :r " CD t:::g, S~~.., '- ".. Marcelina Montes,daughter,specific bequest in kind of Pittsburgh Steel Company Stock now by merger 103 shares of Wheeling-Pittsburgh Steel,common stock,held in kind and distri- buted as such at the appraised value,262$.00 No balance s: ment Company's h of Donora, o Virginia Astle, (now)Julia ach undivided st of the devisor Washington County,:Pennsylvania,and described as Being Lot No.30 in Block No.53 of the Unio REAL ESTATE TO BE CERTIFIED TO THE RECORDER~OF WASHI GTON COUNTY BY THE CLERK OF THE ORPHANS'COUR I DIVISIO Etelbina Menendez a/k/a Etelvina Menendez,~Visor, devisee of an undivided 1/2 interest;to Julia DiPietro DiPietro Chider,devisee of an undivided 1/2 i terest; interest being in and to all the right,title d inter in parcel of real estate described as,VIZ:I I ALL that certain parcel of land situate in ~he Plan of said Borough,as such plan is recorded in P.V.Vol.4,page 76 and 77,said lot lying between Heslep Reservat~on and E eventh Streeb; fronting on Meldon Avenue,and being bounded a descri ed as follpws: two-story frame or a distance sat,for s diatanc. running along saie I I distance of 36.16: ,Beginning at a point on the West side of Meldon Aven e and on line of Lot.No.29;thence,running along the line of L t No.2,South 77°09' West,for a distance of 100 feet to Cypress All Yi then e running along the Eastern line of Cypress Alley,South (Of 27.71 feet to a point;thence running North 1°56' of 100.37 feet to the West line of Meldon Avenu ;thenc Western line of Meldon Avenue,North 12°51'Wert,for f~et to the place of beginning.Upon which is rrected dwelling house and cement block garage. ural ga and oil under- elbina enendez by Joseph 7 and r corded in D.B. Being the same property as was conveyed to Excepting and reserving,however,all E.Mc1l'lilliams,at ux.,by deed dated May lying said land but no wells shall be drilled 0 the sa e for ~ither. Vol.729,page 35,records of Washington Co.,pre Etelbina Menendez a/k/a Etelvina Menendez,d visor, devisee of an undivided 1/2 interest;to Marcel ne Mont undivided 1/2 interest;~ach undivided interest being i rigqt,title and interest of the devisor in and to pare described,as,VIZ: o Olive Harper, s,devisee of an and to all the 1 of real estate ALL that certain parcel of land situate in t e Borou h of Donora, Washington County,Pa.,and described as follow: Beginning at a point on Gilmore Avenue N.30 27"W.and distant 40 feet from the Northwest corner of Thirteenth St and Gi more Avenue; thence running by Lot."An S.58°37'W.for a istance of r6.61 feet to the line of Lot No.3 in said block;thence by ~ine of aid Lot No.3 N. 0 ~ -+-~~ :l Z ,t:Y n "'"9 0 =r i ;;r r:CD :l 3 0 .... -+-0 0 :, .....-+-i.... fa ... t ~ 0-+- "'" = =r II CD fa~ S~S~ .--. -------------------~------;---------II ~. 31°23'1M.for a distance of 30 feet to a stak ;thence along line of sub-division ItC tt N.58°37'E.for a distance f 77.10 eet to Gilmore Lot."Btl,the of Washington se known as 1321 enendez by J. r. nderlying said r1es Schwenk, Excepting and reserving all the natural gas and oil ,Being the same property a,s was conveyed to Avenue;thence along Gilmore Avenue S.30°27'E.for feet to the place of beginning.Said lot bein~known a central redivision of Lots Nos.4,5 and 6 in B~OCk No. Having erecte.d thereon a two-story frame dW111ing Gilmore Avenue. land but no wells shall be drilled on the same for Charles Schwenk,Jr.,Executor of the estate 0 and individually,and Helen Schwenk,his wife,y deed ated December 15, 1955,and recorded in D.B.Vol.955,page 464, County,Pa. REC~DER:JANUAR 11,1971CERTIFIEDTOu\ I' 1 ," t. • No._ In th.e matterof the Accountof of Estate of .1\~jubirufutu uub irrrrr ~''''If t-D'l-._r:_,,",! ,70 JHN PI 11M·!I-d,J.'- RU SS ELL tiAHfN.O REGISTEH OF Wll4S WASHINGTON 00./PA, t ~~~\~ ~a jetw(@ddJ~-.¥. '~~TH OF PENNSYLVANIA ~.DEPARTMENT OF R~VENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF .~.~~.~~.~.?T?~:'. .~ Form RCC-33 RESIDENT DECEDENT Esecu~ces and say copy of which is hereto attached.} .e-named djil:~ei uIy sworn,depose .......................,19 ,J testate leaving a last will, (Day)(Y""r)L~~X S.BARRY ANDERSON 617 lVIcKe.a.IlAYe.nue.,J)QI10ra.,)?a.~. (Month) of the estate of IMPORTANT:This return must be completed in detail and filed in duplicate,'with will attached,with the' Register of Wil.ls 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__InlJ.eritllnce__lln!i..E.~tate .Tax:A.ct of 1~!i1.).I /'.,...1.."t.t DecedentdJ~Q.<;~ober 30, ~_~~_L~~;;i~ii~~~*;~~O;_____J:::u~O~s I~tt ~)~~~ ......_.R.Q!!..QX",W ,,~hingt.QJl,.___.__..-.._-co....~J-I ~ State of PE,NNSYLVA.N:lA ,}f?J· WASHINGTON ss:County of /?cF VIRGINIA ASTLE and MA ,ELINA MONTES UIIIllii1l>maJlr N~me and address of attorney or} other authoriz~d representative to whom all correspondence should be mailed. That as such ..~~~.£~J~J.£~.~deponent is familiar with the affairs of said estate and the property con- (EX""\Ito~'KlN~K 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 dep'uty 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 INSTITUTIONINWHICHDECEDENTRENTEDASAFEDEPosifBOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT None That the contents of said safe deposit box or boxes are itemized under Schedules of this---return,with the exception of the follOWing,for the reasons hereinafter set forth: That Schedule A attacheq hereto and made part hereof sets forth fullv and in'detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the dec~edent 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,'of"i~t;'u't~for any other person or:persons giving also separately the accrued interest thereon,if any,!'down to the fast interest day prior 'to decedent's death in the case of savtngs banks,arid to the date of dec~de~t!f~death in all other cases;all bonds,postal savings,treasury ce~tificates or notes and other e~idence~of in- '••'\".."'"•'.ordebtednessoftheUnitedStatestothedecedent;all obligations,whether by statute or agloeeme-at they.~.are designated as tax free,of the Uni ted States,or any.,st7ate,or political subdivision.thereof,or of "any foreign country,which 'are owned at the time of death;all wearing apparel,jewelry,Silv~~w~~e;pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and~any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortgages 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 policies 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. Subscribed and sworn to before me this . ....-'1.;t;L,dz;;:.;r ..,..g",..;...19.~~'..",."'"...q~PUb~~roL •• 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 market value thereof,any other property owned or bequeathed by the decedent at the time ~f death. The Schedule C attached hereto and made part hereof sets forth a true answer ,to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or'after death,there is,also attached to the schedule a cony of the deed,trust agreement or other instrument creating the trust'•.\Ther.~is also set forth in said schedule a list of all property,real and personal,with its value,Which passes at decedent's death by virtue of the exercise by decedent,either individually,orjointly with another,or any power of appoint- ment vested in decedent,either individually or jointly,by the Will,dee~,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement shOWing which of the beneficiaries named in the decedent's Will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto ,and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestitur_e._~_., 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 exe~tion,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 charge.able for period prior to decedent's death (except .those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. .......2?1..~..~......_... (ExeC1LIOtC~~fx .1.Q.4..;3.M.~.l..g.Qn ..Ay.J~n.\J.~_.._ . (Street Number) P.<?~.<?E.?:..~~.?:..:.. (City or Town a.nd 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 securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.,Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-S4 (1-'84) CO~MONWE,ALTH OF PENNSYL:VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE IIA" REAL 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 decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth 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,accrued interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write in this space) PARCEL I:All that certain parcel of land situate ir the Borough of Donora,Washington Co.,Pa.,and described as follows:Being Lot No.30 in Block No.53 of the Union Improvement Company's Plan of said Borough,as such plan is recorded in P.B.Vol.4, pages 76 and 77,said lot lying between Heslep Rese vation and Eleventh Street;fronting on Meldon'Avenue,and being bounded and described as follows: Beginning at a point on the West side of Meldon Avenue and on line of Lot No.29;thence running alo~g the line of Lot No.29,South 770 09'West,for a disi~nce of 100 feet to Cypress Alley;thence running along th ~ Eastern line of Cypress Alley,South 12°51'East,f(r a distance of 27.71 feet to a point;thence running Norilh 81 °56'East,for a distance of 100.37 feet to the We~t line of Meldon Avenue;thence running along said We ~tern line of Meldon Avenue,North 12°51'West,for a dis ance of 36.16 feet to the place of beginning.Upon which ~s erected a two-story frame dwelling house and cemeni~block Igarage. Excepting and reserving,however,all the natur~l gas and oil underlying said land but no wells shall be dri led N'~i on the same for either..__~ BEING the same property as was conveyed to E elbina~0 Menendez by Joseph E.McWilliams,et ux.,by dee<7/~1-~~, dated May 21,1947 and recorded in D.B.Vol.729,page v,7 V ~ 35,records of Washington Co.,Pa.~~/~$5,000.00 PARCEL II:All that certain parcel of land situate n the Borough of Donora,Washington County,Pa.,an j described as follows: Beginning at a point on Gilmore Avenue N.30°27'W. and distant 40 feet from the Northwest corner of ThiiY'teenth St.and Gilmore Avenue;thence running by Lot "A". 58°37'W.for a distance of 76.61 feet to the line of iWot No.3 in said block;thence by line of said Lot No.3 N.31°23'W.for a distance of 30 feet to a stake;th nce along line of sub-division "c"N.58°37'E.for a di tance of 77.10 feet to Gilmore Avenue;thence along Gilmolre Avenue S.30°27'E.for a distance of 30 feet to the place of beginning.Said Lot being known as Lot "B";,the central redivision of Lots Nos.4,5 and 6 'in Block No.67. Having erected thereon a two-story frame dwel 'ng house known as 1321 Gilmore Avenue. Excepting and reserving all the natural gas and oil underlying said land but no wells shall be drilled on he same for either. Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of thi s return. " cont. F?~RCRI-3~Supp.."A"SCHEDULE . ..........g.~A~PROPERTY Continued This form to be used and attached to either Schedule RCRI-33 A or B whenever additional space is needed.Columnar ruling must be the same as original schedule.Clip or staple,but do not paste,to original schedule. ESTIMATED MARKET VALUE AT DATE OF DEATH DEPARTMENT VALUATION CAUTION (Do no~write in thfa space) BEING the same property as was conveyed to Etelbina Menendez by J.Charles Schwenk,Jr., Executor of the estate of John Charles Schwenk,and individually,and Helen SChW.enk,his wife,by deed /1I~A.•A. dated December 15,1955 and recorded in D.B.~~ VoL 955,page 464,records of Washington Co.,Pa..'{17 PARCEL III:All that certain piece.or parcel ofland · situate in the Borough of Donora,County of Washington, and State of Pennsylvania,and described as follows,to wit: Being the West end of Lots Nos.1,2 and 3 in Block No.60. Beginning at a point at the Northeast corner of Twelfth Street and Cypress Alley in said Borough; thence in an Easterly direction along the Northern line of Twelfth Street a distance of 22.10 feet to a point; thence in a Northerly direction in.a line parallel with Cypress Alleya distance of 63 feet to a point on the dividing line between Lots Nos.3 and 4 in Block No. 60;thence in a Westerly direction-along said dividing line a distance of 22 feet to a point on the Eastern line of Cypress Alley;thence in a Southerly direction along the Eastern line of Cypress Alley a distance of 59.86 feet to the place of beginning. Excepting and reserving all the natural gas and oil underlying said land but no wells .shall be drilled on the same for either. BEING the same property as was conveyed to ~~ Etelyina Menendez by Virginia Menendez,unrmrried,rz- by deed dated Sept.26,1940 and recorded in D.B.)i Vol.639,page 567,recor~~co.,Pa.~ Insert this total opposite 'real property ,Schedule 'A in the "As Reported"column on the last page of this return.$s=8,888.00 ~c,6().60 RCC-35 ,·COMMONWEALTH OF PENNSYLVAtHA 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 any undistributed estate or 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.--.....--,.-,.;"..-----------------r----r------r-------- Item No. ITEM List and describe fully UNIT VALUE ESTIMATED M1\RKlIT VALUE I DEPARTMENT VALUATION (Do not write in this space) 175 shares Pittsburgh Steel Company,common, stock at $15.00 per share o-yr-O $15 $2,625.00 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X $2,625.00 RCC-36 {'omro:\"Ii~\LTH OF PENNSYLVANIA. Tl.L\\'SFER INHEH.ITANCE TAX RESIDE:\T DECEDENT SCHEDULE "c" TB._AN SFEllS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)No (2)Did decedent,wi thin 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 _ (b)State of decedentI s health at time of making the transfer.(Note 1). (c)Cause 0 l'decedentI 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)No (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others ~------ (7)Did decedent in his I ifetime 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)__ (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 could revert to decedent under terms of transfer or by operation of _law?(Answer yes or no)No (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)__~N~O~_ 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 detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM None DESCRIPTION MARKET VALUE (Estimated) DEPT.VALUATION (Dept.Only) [nsert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return.NONE RCC-38.,-. COMMONWEALTH OF PENNSYLVANIA THi\NSFEH INHElUTI\NCE TAX PillSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~wners to the decedent. Description of Property,Date of Acquisition,-Name I unit percentage-Estate Address and Relationship of Co-Owners,and Place I Value Share Valuation of Record of Instrument,where Real Estate.! None I I Insert this total opposite "Jointly Owned Property",Schedule"E"NONE in the "As Reported"column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest I I I I j ..• •"b RCC-37 (12-63)t • , n):'It:\w:'\\n~:\I.Tll OF PE;\;:,\SYYl.:\NIA THANSFER 1:"IlFHITA!\TE TAX RESIDENT DEl'EDE!'\T SCHEDULE "D" •( BENEFICIARIES , - BENEFICIARIES AND ADDRESSES ,RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this facL)OR NO BIRTH Virginia Astle daurrhter ves over 21 devi!=:pp 1043 Meldon Ave.,Donora,Pa. .-. Julia DiPietro Chiedor """"devisee Modisette Ave.,Donora,Pa. David Menendez son """dp.vi~pp 5928 Toledo Ave. Detroit,Michigan Raymond Menendez """"devisee 1321 Gilmore Ave.,Donora,Pi. Olive Harper daughter "" " devisee &leQ'atee 1321 Gilmore Ave.,Donora,P:. Marcelina Montes """"devisee &lelJ'~tee 1321 Gilmore Ave.,Donora,Pi . \ h Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE No exce tions ,- ~IATTER OF THE APPRAISEMENT Commonwealth of Pennsylvania REPORT AND APPRAIS~~-----=.. '( " ~ .~.."", :.>~.....:,,;r.:',,'J",~t:i ::~--­.~Cl r.:1-:.> .V)()3~.._. .GO ~ o C)~ enc:: ~ ~>~ en en >-<:. (')() ?"?" tri >;:::: ~-00 -EF!'-00 Z Z r-:JCO-;: O 0 ..:..til 0).0):I:j I:j r-:JO~_ :(1)(1)CJl:O ~..... .:.0- 00 :4-0'0(1:c.. ._- :(/1 en:r:>('):::r ?":.::a :l?1.....; .~ CJ :C-t ...,"'t:j ::0...0 ...Cl>Cl>0 :.....~...~til a ::l til -til til 0....,::l "'t:j...,,:1-'Cl>e:..... ~"<...0tilX:0 "'t:j '1:l~Cl>0-:~...... r0-o ..... :I:j '1:l '< Cl>tr1 :(1)... til 0............'<~:'"d.....Cl>:1-1:0':d:(1) :1-1:<+~ (Executor-Administrator must complete "As Reported"column #1.) o:0 :r-:J :r-:J ,CJl :..... :..... -00-00«>_-00-00 :'- .. _.-00 ~"., :~ .~. .V) oa, ~~~:3-'-~~~\~ l' L. Year 1969............ ~.:.;-~~-~~f '...-.....~~:.y r--~- .(;,"J.>$"",:'.....-~'-;,~-;3l '<:;._~ '.~--,:.-...;,ClJ.'~~-....~..,.~, ,..~ ,--~,~,.~....~ ~..~-~:.~-'.~..:....:.. ~~~~~- ,....;~~'--';;-- ... c::T:I (.0 c;:,r..,..... ""'-V ::t:>o--....-(::;) -'-C" r.-J THE (No. Wasb:Jngton OF THE ./ ESTATE OF ..::E ;:::0 .....Po fFI .VJ<j?C':~';""(j')~(n (,1)~~i~G)!::<r-9 ~)r-°o~~:i:~' (').J>Q ::lE;;0 ;~::;: "'Q:r o1>"\";11- ETELBINA MENENDEZ, Deceased Late of ......Donora County of Will ~~:XMMX '" ::..tt ~-~.!>....-~ ReC-BI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT VIRGINIA ASTLE &MARCELINA MONI'ES IN YOUR REPLY PLEASE REFER TO 37-187-4 In Re:Estate of E::..:T=-·g=I=J3;:;.I:...:.NA--=MEN~:..:.E_ND_E;:;.Z _ ______WA_S_H_I_N_G_'ID.;...N County - F He No.63-69-216 You are hereby notified that the or~ina1 appraisement in the estate of Etelbina Mendendez has been filed in the office of the Register of Wills qf Wash1Dgton County on November 18 ,19~.Said appraisement reflects the following valuations: Real Estate -f::.9z..;,6;:.;OO~.:..;;O~0__ Personal property ::..:2~,~6:...:.2~5;:;..~OO~_ Transfer s --=--::--=-=-~=_=_--_ Total --=1::.:;;2::,.z.,.=2.=2"-S.::..:0:..:0:....-_ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e __--=N:.:..:o~v:...:e~m::::b-=e~r-=1::::8:::J,L...::1:..!9_=6..!.9_ DATE OF DEATH:October 30,1968 Note:This is not a bill. COM.MONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY estate of MENENDE_Z,'--__E_T_E_I._RI_NA DATE OF DEATH_l_0-_30-__6_9_FILE NO. (Last Name)(First Name)(Initial) 63-69-21.6 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washingtcn 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:__-71:::::1---,,1~8o--.:;6~9 . 10..30-68 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 VALUE AS REAPPRAISED $-------f---"i.bUU uu 2.621)00 12,225 00 $8600 00 2.621i 00 -11.225 00 VALUE AS REPORTED VALUE AS APPRAISED $ 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 _t FOR USE OF REGISTER ONLY Tax on $---------,--+---JA. oTaxon$+__~ Tax on $5% Thxoo$lK Tax on $15% Exemptions * Total Estate --I-__ TOTAL TAX COMPUTATION OF TAX $--------+--- $--------4--- $--------1--- $--------1--- $-------+-- $--------'---- (*)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==: BALANCE OF INHERITANCE TAX DUE $C Add interest at rate of 6%from_____to $---l AMOUNT OF ESTATE TAX ASSESSED $-------lL- Estate tax paid $--IL- BALANCE DUE $~~ Add interest at rate of 6%from --------lto-----$-----......t= TOTAL TAX BALANCE $-----~,PAID $-1 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 MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..:E'l:':EI..I3~~:E:NDEZ Deceased Late of . County of DONORA .WM3fi1:NG'l'c:N .. Commonwealth of Pennsylvania REPORT AND APPRAISAL I ."l ----------- Fonn'RCC-2 ..COMMONWEALTH OF PENNSYLVA'NIAI',DATE ..................~.9.y.~~.~:r....J?,?....!?..~?............ )"\~~ARTMENTOF REVENUE " ~...RESIDENT INHERITANCE TAX COUNTY ............................~~.~.h?::.~.~?~...........................i#vREAU OF COUNTY COLLECTIONS BARRISBURG.PENN~17127 APPRAISEMENT FILE NO.....................9.3..::..9..9::?!.Q..................................... Whereas,................................~t..!?lQJn?:...M~.g.~~.q~.~.........................................................late of ...............................................P??~.:~......................................... in the County of ...............................J'l.?:.~P.;!,.MtQtt ................................................................Commonwealth of Pennsylvania,having died on Ithe.............................................)Q...~.h.................................day of ...........................9.~.~.?~.~!............................68 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,....................._..............w.,.R.~.....G.~.§l.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. Unit Apprai.emenlDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ i REALTY: See com of Schedule IIAll attached.9,600 00 PERSONAL TY : 175 shares PittsburPd'l Steel liompsny,connnon stock, at $15.00 per share.2,625.00 i. ! Total 12,225 00 I I1 I .J I .. form::':fhbJ:~::~h:.w~~~~!li~I~~.~:;:re~~~M~i:'~":tf~v:~:~~E~f~~~!': AppraIser ...............................]............................................................................................................... jW ..~...~:;").Penna tvASHINGTON•••••••.........•..........•.....•••.•...........County 1)"-.f 1 r rAt)~,-f L i."-"j'f f _".,,..~ \ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of t70··11'\l!I ~,.uHr'~i ~i P'II 13.hJ!t ~... ETELBlNA MENEJ.'IDEZ.......................................................... Deceased. Late of 00NORA Date of Death,.9.?~.<?:t?~.r.:.:3.9."=!:.2§.?. Appraisemel!t Docket Vol 37,. Page,J?.7~.4 No ~J..~.Q.9~~.9.. Filed in Register's Office,~c.:>.~.IIl:t?~~..J~..19.§9... Amount of tax due $,. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement,. Appeal j1'om Appraisement,. Entered and charged,. RU SSELL f'L\~U NO REGISTEH OF WILLS WASHiNGTON CO.,PA.. ,• If/'! J-. Form.6-'Ie C·10"'", '"..OFFICE OF THE REGISTER OF WILLS WaShingtonOF---:~COUNTY AND AGENT OF THE COMMONWEALTH STATEMENT OF DEBTS AND DEDUCTIONS ~.3:-4,r-d,j/:>/ DEDUCTIONS ALLOWED IN V 7"1 IfJl <t rTHESUMOF$. 'm~~~~& Register of Wills,Agent V ESTATE OF ETELBINA MENENDEZ L.ATE OF _=D:..;o:..:n:.:.:o:::.;r:.:;a::.,,--=P:..;a:::.:.,._ DATE OF FILING APPRAISEMENT DATE OF DEATH _..::O~ct~0~b"-e~r~J:!-:0=:..;,L.-....!1.,.,l;9::....:.6~8~_ NAME OF PAYEE REMARKS H.J.Levin,M.D.Medical Services Philip DeRienzo Funeral Home Funeral Services Borough of Donora Realty Transfer Tax 25 00 AMOUNT 41 00 18 00 15 Do 14 00 10 175 413 34 1 00 25 00 1 00 6 00 6 00 2910 Do Realty Transfer Tax Funeral Services Trip to Donora Probate Will and 2 Short Cert. Balance Due Advertising Estate Advertising Estate .Short CertificateRussellMarino,Reg.of Wills Commonwealth of Pa. Russell Marino,Reg.of Wills Short Cert. Valley Independent Malcolm Morgan,John Brletich 1968 Co.,Sch.and Boro.Tax Russell Marino,Reg.of Wills Memorial Hospital Guy Rogers,Deputy Register St.Charles R.C.Church Washington County ReportsFeb.24 May ~3 June 25 DATE NO.OF VOUCH';II 1968ocr:-~o Dec.16 1969 Jan.7 Jan.30 (Sale of Pts.Lots.1,2,&:1,]lk.60,Borough of Donora) Oct.22 Russell Marino,Reg.of Wills Bal.on letter,Inv.and Acct.23 50 S.Barrv Anderson,Esa.Counsel Fees 550 00 F.Wisyanski &Anne Verbich Notary Public Fees 10 00 Marcelina Montes Family Exemption 1000 00 $506,9 59 ---t--+---t------~--_.-------t---------,---------1---:..---+---w~,~f;r ~"~-o u (\.~-S-o COMMONWEALTH OF PENNSYLVANIA } W h "gt sa'COl,JNTY OF as In on " I.VIRGINIA ASTLE AND MARCELINA MONTES .NotarYPub1iC Notary Public.Donora.W<lshington County My Commission Expires July 30.1973