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Home My WebLink AboutOC1969-0220 - ESTATE OF KEPSEL~/ PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J Estate of ~!?-!:.~~~J2.!?~.~,--'" Deceased No 9}::.Q.9.'::22D . Fiduciary ~.j.J.QJ:'~.d..G.•...Migr.Qck.,. Executrix ~..'., Date Election Place of; Filed Record . Date of Date of Decedent's death X~J?:r.!-!~.~.Y..J 1.'-..J:~.G.~Grant of Letters F.e.brl.JB.r.y...l.8.y ••19.6.9 . This is the X~.~~:t ~.~~...fJ~?:L account filed in this estate If there havel be~n.forl'!jlTr,accounts filed in t.~is estate,list ftlen_u~ber or number and term..N9.n~..b.~~~:t.9.fm::·.e .. filed.----_---__.._--_.__._--------__-_____------.----___;_-__----_----__---_.---_.-_----__-_.._-----_..__..__.._-_. Election to take Under or Against will.(cross out one)Not applicable Name of surviving spouse ~9.~~~'. List issue,where material: Not material Did decedent marry after execution of will?{indicate}X'~x.No.Any children born after execution of will?{indicate} ~::ex.No.If answer yes,name them . ..............................-_--_--_- -"~_.:-~.:.;.-__-~~~-:::'_..------ - --_. Leg.atees Mildred G.Migrock Relationship daughter Interest entire Fiduciary,if deceased or not sui juris not applicable List,if exceptions to above:Adeemed: None Revoked:Lapsed:Abated:Give Cause: If partial intestacy,give facts:None 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.;.Sul(divLs,io,n.c)received written notice of the filing of the account and of call of audit?Yes.xbtox.x . If any exception give cause:NoD.e :. File copy of Notice and date of ~ailing S.9.P.y....9.f.J'Jg.tJ~~..J.~..R-:t.t.i;i.dJ..e.ct..h..e.r.e:t.o.~an.d same...wa.s..mail.e.d..f.eb 20.,1970. Is estate subJ'ect to the filing of a Federal Estate T!X.Return?~.9 .''.•.;.....J •....J ~....J Actual payment made on Pennsylvania Transfer nheritance Tax.Amount $NQ.D.e . If the Will makes any portion of ~estate subject to ~life-estate,give name and birth date of life tenant... Notlapplicable Give Names and addresses of all unpaid creditor~who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted tq be correct;and whether the claim is denied. Nome Give reference to such parts df the will as requIre interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any oth~r facts deemed necessary for the preparation of the adjudication: I ~ I ;,......~.S Balance for distribution per account, Itemize any additional debits not shown by acdount:None J,• ,.. $5...,.6.~l.,.8.9.. Totaradditional debits (Add) Itemize any additiorial credits not shown by ack:ount:,. :... None $None........................................ Total additional credits (Subtract) '":... $.__._.~~!:~..................... Balance for distribution )..-'J I ."I $~.,.9.2~.:.?~. If balance for distribution is not in cash,list eacij item held in kind,giving app'raised Value (or distribution Value); Entire balance for distribution is in cash. ~, ,... •i'U t..-!3 i \1 • -)5 ,~ C' FORM NALY No.112·8 WILL.,For !lale by P.O.Naly Co"Law DlI1."k Publ!shers .J" 425 Fourt~Avenue.•Pltt.burgh,Pa.1521~ ~ANNA KEPSEL,widow, ,01 the Borough of North CharlerpCountyof ~~ashington 'and State of Pennsylvania being ot sound mi7l.d and memory,do hereby make, publiskand .declare this to be my La8t Win ar.d Testament,in manner and form following,hereby revoking any will or wiTls heretofore made by me. First.1 direct that an my just debts and fu.neraZ expenses be fully paid and satisfied,a3 800n as conveniently may be}after my decease. SECOND:All the rest,residue and remainder of my estate,real,personal -and mixed,wheresoever situated,of which I maybe possessed or to which I may be entitled at the time of my decease,I give,devise and bequeath the same to my daughter,MILDRED G.MIGROCK,for her own proper use and benefit forever. .-, ,'-"':-"-,'...1" ," ..-;". 01 this FnY Last Will and Testament . '"~:.'~..:':'.(',:)~~:...'.-'. 1 do hereby make)constitute ~nd appoint my daughter,t-lILDRED G.t-lIGROCK, .. fobe my execut rix· ;.,'.year of our Lord one thousand nine hundred andsixty-hine.' --M1.........d1<"O~L"~~_.•(~Anna Kepsel I.. JJn UUtnes.s mbit~Of,1,IANNA KEPSEL,'l,v'idmv', above named,have hereunto 8Ubscri~ed my name and affixed my seal,the day 01 the Testatrix ;2 9fi- Signed)~ealed)published and I!-eclared by the above named ANNA KEPSEL,'widow, ,a8 and lor her Last Will and Testament in the presence 01 us,who have hereunto subscribed our names at her request a8 witnesses ~ thereunto;in the presence of said te~tat r ix each other. ~~'I+··~~.•', 15' , , !I l.'~i:~!CJ.J \Jenl 0..,:r.4:~i .c:c!z:z: A"~.! I! I'! j I'- :iI0) ""'I :-:I:Ii I -I !I~~ ~ ] t ! f II I.I, I!N~ .:t:C~s:~ ~... ~g ~ "!j ~~ I I~t:ll~ ~,~~~o '"(J)01W0.L()'f) <~r-I .-1...-L2:~,."<~n::.',~()Li.i C})-'-,0"...0 0::_1.4 LiJo._1.....'a C~u :5_~b.>0 t·,<: ~C>-'"'.0" ::l ""p,,'" .!ll .,j~p" iij.t:ieo~... oj ::l~~8~»"-::l oj "z ">6-< .,<: p"->.; .0 0 "r..'d""","......~ '-", .- .' '. .------------------------~---------~---~--------------~---- ~~ffibauit (@f l£xrtut6r (@r ~~miui!itratnr :~J &tatt of 'tttusyluattia l <!touuty of lIIas4iugtou 5ss: Personally before me,the undersigned authority,a n..9J~.r.y__P!:1J?.J:J_~__.in and for said County and State,appeared ~~~_<:1:~~_~__.~_:~~E~_~~.who,being duly sworn according to law,deposes and sa,ys that s he is the execu~or:xadm:ixristxabo}(of the es- tate of __~~!!_~_.J_\~p._l?_~*._.deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of __Anm~_J.\~p_$_~J._._._._.., 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 dece~~~.t;:~~~~t.h".l>,asedupon a just appraisement of each item made by the above named Execut~rix ~\~~~~~~~~~~£ ~.".."ADDITIONAL INSTRUCTIONS 1.An inventory must be filed within three months after appointment of personal r,epresentative. 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 luututory aub !\ppraistuttut .of the goods and chattels,rights and credits 'Which were of An..n.~Ke.ps.el late of NQr.th Cha.r.le.r.Qi . Washington County,Pa.,taken and made in conformity with the above affidavit. I REAL ESTATE NONE DOLLARS CENTS PERSONAL ESTATE Cash,being balance in Savings Account #17557 in Charleroi Office of Pittsburgh National Bank,in name of decedent only, Cash,being money found in safety deposit box at Charleroi Office of Pittsburgh National Bank, Rent owed by Pittsburgh Outdoor Advertising Co.for 1 year's lease in advance, The following Series E US Government Savings Bonds,located in safety deposit box of decedent in the Charleroi Office of Pitts~ burgh National Bank,in the joint names of the decedent and her late husband,who predeceased her on October l~,1967,and which Bonds are listed in an attached inventory setting forth the issue date and redemption value ax of each Bond,but the follow~ ing is a recapitulation of said Bonds according to their face value and redemption value as of date of death of decedent: Two $25 face value Bonds having a total redemption $2,502 77 290 00 25 00 value as of date of death of decedent,$ Sub-total of Personal Estate carried over to Page 2, Page 1 60.30 60 30 $2,878 07 .A--. 11"" ( >1>-';"""....\-'.'",..,I.•,~~'.,....\0 II.fj :I r " !, . ! I ' I . 'r " •RE:ESTATE OF ANNA KEPSEL,Deceased. ..~. INVENTORY AND APPRAISEMENT PERSONAL ESTATE (CONTTD FROM Page 1) Sub-total of Personal Estat@ brought forward from Page 1, Sixty,.,five $50 face value Bonds ha"\liag a total redemption value ~s of date of death of decedent,$3,856.8~ Five $100 face value Bonds having a total $2,878.7 redemption value as of date of death of decedent, Eighteen $200 face value Bonds having a total redemption value as of date of death of decedent, One $500 face value Bond having a total redemption value as of date of death of decedent, Total redemption value as of date of death,of the foregoing Bonds, Total Personal Estate, Page 2 ~2~.28 3 ,2~6 .6~ 53~.60 8 062.6 $10 9~0.3 l " I!!m!!, .JUl.195..'',',Auaust ff' 188UBD.4'11 ..iii ,, 19S2 it s.pt....""October ff Novembe.ft,-Dlcenmer'fl' n ,,' .January 1t1S3Marchft tf ",-ft' ..~'~~""lD,'!S,q.;OQ..oID§..... ,~BlI!l.,DAUE ~..-:0 ~• ".'.•~_'j • '$.65.78 ' .611-;.40'.".1lO,,'-64.40.''.,'.'6".50 "".$064.6& ',*,.66 "el.34 ,61.34".'4',«$S.42, ;65.42· 6).S6 -62.30 62.30 ,62 ..30 62 ..38 62.18 ·G2~54 &1.30 61',,10 &1 ..30 61 ..38 61'.18 61.52 60 ..30 60.30 " 60.38 60.38 00.12 59.34 59.1"' 59,"34 59.34 59.-.059.40 51.56 ,_..S8.~ Sub-total cQ~rled forward.··----$2.416.10 Page 1 ,I I" '.'.,.,Ii ']p ,.~'""'-l;' .. .'I''.'(i ~ !!!!J!2DlYALlI.Vdp;i?r,lII"~li,'J',".-'._~ ~IIR' .Auaut' lfIlfth... 198a 1916 ' It.. n M!Bll~0I VAL!!,__."__','"....1 .$11.1' SZ.OS 82 ..88 . 82.08 !.,I 'l82 .•.08,.ok .1424~28 -'", ."-'..·,.~II!I!X:~'V&!l.'..~';(..-',.',A! .$'111.84'au.a'" ,211 ..'4 .,,'.,'."'~'aoal4 ~."'t~·~~~~~M6:~ ~ohel:f .. Jamta."lt61. ..'f'f DIR ",,,,.1.59 ff."" i'": ,. IaBUSD1'Je -~,¢-.. ~". 'Wl"'t-~~,,::~ ,"'- ..~.. ~~-~ ,,~.'i .. ·1 <".1,f' ~;, ,. ~.,, ",...," t......:. "... 1962 "lt6S.... 'It.. l'ff.',. ·.n lOIS...... ,~UI6·., "ff '.' " J ,. ISStiiD " $'-;;,1',' {.\l.\~t 8ept-'r,19$9 .' ~~te'......*"r ~'d' if., h .1f ,~ () ;...•......" '"~;....... ....,...oitIr <':'J ,e'"f' '"""I ~~.~~ .('i ,'.'~.,';,l ''''_ .,,L..l -...~'."•mAt.""'_~;.,.,;.,;;....;."",.;.~"""~_~'1181:;:2lS .'.'L'.."f,','.'-,''''f;;~'.M!6h ...'~..'•;,'•2' ".'.-l··~1/'..1 ..~I-":~,'" '·totAl,1:r••.:..;.2btl~aOIO..~...,.:...~...~..~'~;.....~:i..."..L~~~~,~·~f-..~~~...~3.2_.64 !OTA'OJm~:'::$$on..oo.~IONn.:..~..:....-~~~:~..j,.·-..:~-~-..;.'..._...~'~~_.....<ioi;~'......._:~.'$.41>60 ,-11>-f :,.,•II •~f '.,I ' .TotAL··no......$2S .ort lJO_;....,;......._·..;_..,...J...;..:....;..J._~~.....~J.,...~....:.~.........·....._....$60..50 •.•",'....:,,.....'.....•..'."••'c',",."•."""":.j,...••..•'1 :?,s-,.J''I,omL 'Drr~rm..~$$o.fJO JO_..;~,.._..;!""_1',015 ...... ,,'_,t'~•i -~. ,,.' 1 •I. I '1 I i " I'; ; "'r''''t:'~..............'''i..\.•: -, *1 .,.},,;~; ,':"..!....-'-,~""" ,:,4,'C'~'Z:·l......~ Vi,>1"":'\.j.....,-,-,- )!~L -!/iIi...-'_~~.it~ \.'.-..__~~10 ... ..:..:-~...--........~ ." " ....I ..~.."-'oiol-...·'.,J",\ ';~:/'J. .: .. ~.'., ........_:,..,.,..S:....,.." " I, ., -,• •I ;4. $..;~1 '\......,~ "t.."", Jr.,~:n ", ,iJ {,f:,~')J :C";.~:..t' ~.~+~~:-t+ \,\'. '. r.-."""'- ", :1- i ",'I,'.~ff-'{..' .....-...~....¥_.:"..~..... ..........-....,.............. ....",-.t· '. >"" ".;.-'I'"",~-..;...~l .....,.-,'"~"'..,.."'- t,'~,''~.~ \, ""....,··t'...•.._"""......,. ...~._"r._l f~'",':..~......-;..."..~ I 'I"",. " .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION RE:ESTATE OF ANNA KEPSEL, Deceased. ) ) ) NO.63 ..69-220 FIRST AND FINAL ACCOUNT OF MILDRED G.MIGROCK,EXECUTRIX SCHEDULE A PRINCIPAL ..PERSONAL1Y Receipts, Disbursements, $10,961 76 5,269 87 $5,691 89 Receipts, Disbursements, Receipts, Disbursements, Receipts, Disbursements, ---....".......SCHEDULE B ,INCOME ..PERSONALTY SCHEDULE C PRINCIPAL ..REALTY SCHEDULE D INCOME -REALTY o 00 o 00 o 00 o 00 o 00 o 00 o 00 o 00 o 00 Net balance for distribution,$5,691 89 RE:ESTATE OF ANNA KEPSEL,Deceased. SCHEDULE A PRINCIPAL -PERSONALTY RECEIPTS Per Inventory and Appraisement filed, Gain on Conversion of Assets: $10,940 43 Cash redemption value of Bonds, Appraised value of Bonds, DISBURSEMENTS Administration Expenses: $8,143.99 8,122.66 21 33 $10.961 76 Russell Marino,Register of Wills,probate of Will and three short certificates, Washington County Commissioners,zeroxcopies of Will, Washington County Reports,legal advertising, The Valley Independent,legal advertising, Washington County Commissioners,zeroxcopies of Will, Russell Marino,Register of Wills,filingfee of Inventory and additional probate fee, Russell Marino,Clerk O.C.,filing fee of Account, Elizabeth J.Johnson,Notary Public,notary fees to Inventory and allied estate papers, Victor E.Riva,estate counsel fees based on both testa- mentary and non~testamentary assets, Preferred Debts: Francis C.Slezak,Funeral Director,complete funeral, St.JeromeTs R.C.Church,grave opening,tent and Mass, Quinet Monument Company,headstone and grave marker, Expenses During Last Illness: Presbyterian-University Hospital,balance on account of last illness, Nick Antonelli,ambulance service to hospital, General Debts: Taxes: Malcolm L.Morgan,County Treasurer,1969 county taxes, Dorothy B.Sowden,Tax Collector,1969 North Charleroi Borough and School·Taxes,t t U.S.Internal Revenue Service,estimatedAMc3m~tax, Total Disbursements, $15 00 53 14 00 10 75 1 20 10 50 17 00 4 25 1,447 00 2,063 00 100 00 300 00 175 90 30 00 20 95 7 50 9 51 117 97 151 15 7 30 106 S2 379 ~4 280 bo 1,520 23 2,463 00 205 SO 314 88 766 B6 ::;5,269 B7 'c.~r-- -.,r..... RE:ESTATE OF ANNA KEPSEL,Deceased.. SCHEDULE B INCOME ~PERSONALTY RECEIPTS INone,0 00 DISBURSEMENTS None,0 00 SCHEDULE C PRINCIPAL -REALTY RECEIPTS Per Inventory and Appraisement filed,0 00 DISBURSEMENTS None,a 00 SCHEDULE D INCOME ~REALTY RECEIPTS None,a bo DISBURSEMENTS None,a po I I , F ,Washington County Reports 63 SOUTH MAIN STREET Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) Estate Notices The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present t!hem for settlement to the Executors or Admin- istrators or their Attorneys. • • • • • • • • ••••• ••• • 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. KEPSEL,ANNA,Dec'd. Late of North Charleroi,WashingtonCounty,Penna.Executrix:Mildred G.Migrock,P.O.Box 706,North Charleroi,Pa.Attorney:Victor E.Riva,524 FaJilow-field Ave.,Charleroi,Penna. 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,published weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in this behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: .............F,e.b.ru.ar.y....2.7..,19.69... ............}:@.+..~h Q.~;t..;?~J.9.6.9.. Editor Sworn to a that the affiant or the corporation in behalf of which he is acting is not interested in the subject m.atter of said notice or ~iSing and that all of the allegat.ions of ,hi,'ffid'·''(J(;;l;A',.dl~~"~""."'re '::. ,. ......13J~ay.of Mar.ch.,196..9 . .......~~~.....(t "/'~ Not ry Public KATHERINE C.YARD,Notary Publ(c Washington,Washington ,Co.,Pa. My Commission EXPINIS November 1,1969 Proof of Publication of Notice iii·The Valley Independent I 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 Westmo·reland 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 22,1969 March l-and 8,1969 Affiant further deposes and says that he is General Manager of The Valley Independent,a dally newspaper of general circulation,and as such is authorized to verify the foregoing statement under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertise· ment,and that all allegations in the foregoing statements as to time,place and character of publica- tion are true.Y:k:-;d~~J ?,~. _____~~~~of NOTICE lOth/] Anna Kepsel late of North Charleroi,t/Washington CounlY,deceased,havinll been granted bY the Register of Wash..'~ington County,notice is hereby given toI all persons ,indebted to said estate to .,~.._•A~--?,:;?.make immediate payment,and to those ~~~_haVing claims against the same to pre- sent them without delay to Mildred Go<CHnilL_J Notary 'P'ublicrJ r ~··Ii Migrock,.executrix,P.O.Box 706,Norttl'Monez:::>,...•·.r..J ',".,Pa. j Charleroi,.Penna.Victor E.Riva,attor.11lv COl;.lli _.011 E)',lires~:~a~2~FaliowfieldAve.,~~~f.'i;f,~,My commission expires •-~""".,,~..:.~:'!~ STATEMENT OF ADVERTISING COSTS: Victor E.Riva,Attorney at Law P.Q.Box 115 Charleroi.Fa.15022 TO MON VALLEY NEWSPAPERS,INC.,DR. For publishing the notice or advertisement attached hereto in The Valley !ndependent on above stated dates $10.00 Notary :$.75 Total .$10.75 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 Accountant being duly sworn according to law,depose S and sayS that the above,account t t d ',d'she '"b I'Sass a e IS true an correct as ven y e leve.• Sworn and subscribed before me this..cR..~d.... day of . " ELIZABI:TH 1 In,-""'"" ...J,JU'II",)J,'"d8tJry PUblic CHArnER01,i'VASHiNG"iON co PA My Commission expiitS Apri;3D,1973 Warshington County,ss:I do certify that I have given leg'al notice 'to all persons concerned of the filing of the within account in the manner prescribed by Sta'tu1te and Rule of Court,as evidenced by proofs thereof med to No __b.3_~.z~-~h-:----;,.,rvJ) Wl't ess my hand and offiCial 'seal thls ~. 10-------::--~:_: Register of Wills --. ;...xi \\+'1>Jd;0 ... f."cO'ri:\\.::l+'0 :~.:~i '\Q ~::l -I-Ji \¢::l0~.'.Q)"";:l:\,il'""""CJi F~"I ,""~OJ:L ~D 0 ~xi r:-',.+'...\YOWj'C 0Q)... +'~.<S",').:ttl ;>, ~i I~q ~Q)Q)P:<r-fi n l,;.tL\.'I '">.i'lOJ;CJi !"ijl Q)...0 ...'r-!:0 ..CIl:0:""~:+'fil ....,t0;r-f ~i ....,~a Eo<ClJi ttl bO,.:':~~::lNEo<~i ~'r-!:Rll'l~r-F",f 0 WiN'r-!~:1<•"::)/</""t rn ttl!~nJ-r.;;<;.t.:~~~,..t,,";fItt\,Ii,;""~!fil RE(lf:Tr:--)cO ~~~:,:C,..Vj1L I .:0:~~:'0 ~:""1,/'L.i\it -I-Ji~ <I ~WASH fNGrON 1/t.:d CJi'Oi CO... ....,rrI ttl '~'r-!:1 OJ:>,~-I-J ~;Q)..c:lCIl'01 i:=+'B~r-f,0 a'r-!'r-!:.:~~i 'C 'Nci.:a>Z ~ri I/. ..--..:::..... -...------ ..":,, ...."'.f!;.j ,.1 .,. .'~,,.""..,, ~·~sC::7 ....: l7'<•• L ~~~"...,"I .'....'I \.'J <.;.~."CI I ,.,\.•'.~.- •flllpl\\ -------~~.=----- . \' l .. .. ..... " ~1t t4t Q!nurt nf Q!nmmnu 'Itan nf lIan4i1t9tntt Q!nuuty ®rp4aun'Q!unrt ilittininu In the matter of the Audit of Account in Estate of Anna Kepsel,deceased. TO THE AUDITING JUDGE: Enter ..:..;m..:..;v'--appearance for_----O.M.=i::.::l::..d=r...::e:..::d=---G=....:..--=.M..::l::J·g=r...::o:..::c:.:k..:....2...'--=E:.:::x:..::e:...:c::..u:::.::t.::r..:i::..::x~'-'-_ _~~__--':""=,19---l.Q.. N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objeotions 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. 1 63-69-220No._ In re Audit of Account in EstlVte of Anna Kepsel,deceased. .' ~,.-, I' 'r~rtipt, AUDIT,) '.'1 fnr I:!\pprarautr FdR Mil«red G.Migrock,Execurrix ::I.'E -::n ~-r"1c::>I l>fTl ~:=li:,...- (/)0'-;:x::..\--c.n -,,-,.-t-_ r::;n Tnz·-fV rn~)rr,f""T!;-...,,;t, ~,.,;~':::l -=i!i o c,'""",,-J:z --~....--1"1 ":'1;.,..'1 oo.~ r- ];c~=:s;; ~............~rv ,.." :1 -0'01>en ..c: Victor E.Riva Attorney ~2 '~~ • If Family Exemption claimed by Petition,give place of Record:..N..O.ue ..clairo~.d ..b¥?.eti.tiQn . If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.....NQne...tQ..b.e...c.laimed.... at Audit List any advancement or distribution on account that has been made,and nature and amount of same: None has been,made. 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, after allowing for final audit costs and amount due Commonwealth of Pennsylvania v for Inheritance Taxes,be awarded to Mildred G.Migrock,the sole residuary beneficiary under the Last Will and Testament of the decedent,in compliance with paragraph "SECOND"of said Will. COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~.~~~!.1 doth depose and say that the facts set forth in the foregoing petition are true to the best oL her knowledge and belief. Ard your petitioner will ever pray,etc. ·~~tl;)X'XL ,~and subscribed before ~ me ~h;,r2~aY~(~-----_pLl:j__~.-_S;g~ature_of Offke~_:~-I-_/':-:__-,.,J Mild _ d G.Migrac -,.."'~'''''l'''J ".••T "tl f Off'ilJZABEI HJ,JJ'il.:..u;",,;cC(Jry PutllC ,..•.•.....•...••...........•...............•...................•.......................•.Ie 0 Icer .\CHARLEROI,VIASH:NGTON CO.,FA. OHice expires _.e!lOJmis.~lQ[l.~>;p.;J.~~.e&[jl.~9 J.~Z3 ... I 1:...;.:,i_• No 63-69-220 ,-~~.J:~ .----------------------C------------------------------~~~."~- J';;. .~,-. ......}-.b./J-t~\v .,". -,'\....\(" I 'J .("",;; ~>§r.'V",~:,.,.V,'I,\,\.r-.~•..",.(1\'.JJ II .<",__ .........,';''''.I "--."'·bl:.ll •1:-"'"'_'._~"•.\",." 'IJ~~,:ow'''{ Estate of Anna KeI;isel....................-_-.-_------__-.-.__ . I L Fiducia ry__t1i:J:g!,_~_g_J~_:t1,1Kr_9.~15_,__J~~g_<;_\1t r ix -l' -------»>---_••-------------- ---.(----"----.-- ----.--- ---I;~~~~~~d--- ~ ~ t ...--_-__---- - --_--__--_..~',:-f =',<,''"';~' l ~01...•,'~~ '~i PETITION SUR AUDIT ..' FROM WHERE DECEDENT LEFT A WILL 1- ICill submit herewith the 'Vd "00 NO.U)NIHSV'!J\ STllAA .:\0 i:EUSia:n.J 'ON itl9'J'I T13 SSnl:l j'"t·* (; ,. j' following,in confor.mity with Court Kules adopted effective,December 3,1951,being rule No.9:pa rag raph b-c;and divisions thereof:shown on page~23-24. 1.Written praec'ip~s 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 pertin!nt. 4.Proof of ser-vice of above. 5.Letters Testamentary or Administration C.T.A.or .an attest copy of Will. 6.Copy of inventory and appraisement. I7.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 kinal. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. ,f]I 2 ~ld h2 HVI,!04, i O'...."",.,.,j r.'..,°1 .•",~ ..,.....,01',,,,,.!i.'i>~ c Victor E.Riva Attorney ~2 /........I '--"-'/ I>',:::> IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION FORMAL NOTICE OF AUDIT AND FILING OF ACCOUNT TO:Mildred G.Migrock RE:ESTATE OF ANNA KEPSEL, Deceased. No.63 ...69 ...220 Charleroi,Pa. February 20,1970 You are hereby notiBed that the undersigned fiduciary has filed on January 22nd,1970,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 March 2nd,1970,and for audit commencing the week beginning Monday,March 16th,1970,if no exceptions are filed thereto within the period provided by law.Audit will be held beginning Monday,March 16th,197~and continue,if need be,until the whole has been disposed of. Please take notice that if you have a claim again~.t 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 prot,ect your claim. Victor E.Riva Attorney at Law Charleroi,Pa. Counsel for Executrix Mildred G.Migrock, Executrix of the Estate of Anna Kepsel, deceased. P.S.The date and time set for the audit of the Account for this particular Estate is before the Orphans'Court on the third floor of the Court House at Washington,Pennsylvania,on Thursday, March 19th,1970,at 10 o'clock A.M.,E.S.T. J ESTATE OF ~u tlfe Ghnu1 Itt C!!l1UUtUtU 'hus Itt lIuslJiugtnu C!!nuuty, 'euusyluuuiu,~rp4uus'C!!l11ttt l1ittisinuG'~-~9-:2 d-.tJ A No.P220 of 1969 Anna Kepsel, deceased. In the matter of the First and Final Account of Mildred G.Migrock Executrix SCHEDULE OF DISTRIBUTION " I $5.691.89Balanceperaccount .. •0'r Balance $5,691.89 Deduct Clerk's Costs &Receipts 18.50 $5,673.39 Attorney Victor E.Riv8 ~7RussellMarino,Agent,transfer inheritance tax~1072.9b.~including tax due on transfer prior to death,,$4,600.4 Mildred G.Migrock,daughter,residue,!l60Q,42 No balance ~~~.. .~~ tILe - ADJUDICATION AND DECREE Andnow March ../1.(1=,19 70 ,this matter came on for hearing, audit and distribution at this session and testimony taKen;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determin'ed to be, $,$,691 ,89 ,and ,theaccownt is accordingly confirmed;and it is ordered, adjudged and decreed that th,e 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 se¢.leg.: \.' I ., 'I r..-...r ~," ,\'I", ~ 0.....,~ tr :J.Z 0 n.:r-~ v-t. 0 ~i c:CD :J 3 0 -+ ....' ....0 0 ~ ....:+ ~ CD., ~ 0........ ::: :TCD ~~ \1fI~:i~~ rc' ,1 I •t')'t I, .. ,--..r ~.l'j 0.,1t" t........C \~·llt N , I IN THE COURT OF COMMON PLEAS OF WASHIN~TON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION RE:ES1ATE OF ANNA KEPSEL, Deceased. ) ) ) NO.63-69-220 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 March 24th,1970;the undersigned do 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 payment. RUSSELL MARINO,Clerk O.C. Audit costs,$18.50 Receipt is hereby acknowledged this j/If day of ~ Witness: ,1970. RUSSELL MARINO,Agent Transfer Inheritance Tax, T ';)r"....."):'l ?tReceiptisherebyackno~ledged this ~day of 1,072.94 ~,1970. IN THE COURT OF COMMON PLEAS OF WASHINGIDON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION RE:ESTATE OF ANNA KEPSEL, Deceased. .; ) ) ) NO.63~69-220 R E C E I P T The undersigned hereby acknowledges to have received from the.". above entitled Estate the item of distribution hereinafter noted opposite the name of the undersigned distributee,being the same awarded by the Adjudication and Decree of said Court in this Estate, which was dated March 24th,1970;the undersigned does hereby authorize and request the Clerk of said Court to enter full satisfaction of the records thereof for the item"'so awarded;and furthermore,the undersigned distributee hereby makes no exception to the Decree of said Court and acknowledges payment of said item listed below from the Executrix and forever discharges said Executrix from any claim whatsoever by reason of said payment. MILDRED G.MIRROCK,daughter, Residue,$4,600.45 Receipt is hereby acknowledged this ...(d:dav of ~__"__,1970. Witness: ~ -'" IN THE COURTOFCClMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORRHA.N$J.COURT DIVISION NO.63-69-220 -. RE:ESTATE OF Ii ", ANNA KEPSEL, 'if; Deceased. ~ " ~~w:ii.~:;:~~:/:~'{~:.:k{'_~:;srt"'!".,,;...,,"''', "~~~'~la_ r-".'~f;l~t,.....",. a : '"-...J'--:;:, .::t:.. --0'::::0 O:::.l.D '"'"I.J'~: ::lE;:ol:>-rr;.:.n(;).(,"")c:: ....,....-(I)~(f)C::) Z -t fC.,(7)(1'7 ~.... ---f-...:...-Pb'~.:10·'"'"t1.",,'li~1.< ~....~£i;iJ F=i: 01 TRAN~rRIPT RECEIPTS .~ . ,.j Form RCC-33-RI RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF .....~~f:;h.~f.lg.~.<:lf.l . IAWORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the Registe.r 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 thelnheritance~n!lEstate J'ax Act of 19131.) IN THE MATTER OF THE .ESTATE OF }AFFiDAVIT OF ..........................................AP.:P.:~J~~.P~.~.~...........EXECUTIlRix (State full name of decedent) Late of .....North.....Char.!.e.r.Qi...,....Wi:'H?hinKt..9.D.........COlinty ~ :u:t~.;-p::::~:::a -::-:::_--:J '" .......Mildr.e.d.G...Migrock............................. of the estate of the above-named decedent being duly sworn,depose S and sayS Execucc.rix Decedent·dJed.fe.:P.Pld?:r:yJ,},. (Month) ...............,19.§.~,J testate leaving a last will,copy of which is hereto attached.} (lIay)(Y""r)Lxt'X~XQ6X!> Name and address of attorney or}Victo:t:':f:.R:iYCi,:f:Sq.L 524 Fal.~?~.~.~eld Ave.,Charleroi other authorized representative to..... whom all correspondence should be .Pa .,15022~-p..n.BOx.115 .. mailed. That as such·~~§g~!.!'J~deponent is familiar with the affairs of said estate and the property con- (Executor·Admini.trator) 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 , Mellon National Bank and Trust-Co.Safe Deposit Box rented Not-::Innl;I'"\::Ihl." rhl::ll"l"'l"n;~,lvania in name of·decedent alone That the contents of said safe deposit box or boxes are itemized under Schedules of this---return,with the exception of the follOWing,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth full v and in·detail all the real property in the Commonwealth of Pennsylvania or 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 or record thereor.It also sets rorth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death or 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 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~f~r any other person or persons giving also separately the accrued interest thereon,if any,down"to the last interest day prior to decedent'~death in the case of savings banks,and to the date10f dec~dent's death in'all,other,cases;,all .bonds,,pos.tal savings,treasury certificates or notes and other ~idence of in-. debtedness of the UniJed Stl,l.tes to the decedent;all obligations,whether by statute or>ag~tlemen{they are designated as tax free,of the United States,or any state,or political subdivision ,thereor,or of any f~reign country,.which are.owned at the time of death;all wearing apparel,jewelry,Silverware,pic-"S:,-.,-r-;...",~•tures,-books,·works of art,household furniture,horses,carriages,automobiles,boats,and wr.y and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly es timated market value thereof;all bonds and mortgae;es held by decedent and of all claims due and owing decedent at the time of death,and all promissory notes or other instruments in writing for the payment or money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. .. "" In the case of"securities of close or family corpora ions,the values reported are as far as possible substantiated by financial statements of the corporat ons,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 alue of such interest there is annexed to said schedule,financial statements showing the assets and liabi ities 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 bu iness,its location,and such other facts pertaining to the business as may be pertinent to a fair and ust 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 ?~queathed b~the decedent at the time of 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 0 personal,within"two~years of decedent's death,in contemplation of decedent's death,or intended to ta e effect in possession or enjoyment at or after death,said schedule sets forth the nature and value 0 such property,to whom transferred,the ,relationship of the transferees to the decedent,the proportio ate sha~e received by each transferee and all other facts of·a pertinent nature regarding said transfe In"the case of transfers intended,to take effect in possession or enjoyment at or after death,ther is also attached to the schedule a co~y of the deed,trust agreement or other instrument creating th trust.Ther'~is also"set forth in said schedule a list of all property,real and personal,with its alue,which pa~ses at decedent's death by virtue of the,e:x;ercise by decedent,r either,indiVidually,or join ly wi th another,or any power of appoint-. .")ment vested in decedent,either individually or'Jointly,by the will,deed,or other instrument of another, with a copy of the instrument creating such power attached--to Q 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 ecedent's death,the nature of their res- pective interests,their relationship,if any,to the decede t,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the reI tionship of such issue to the beneficiary. of sets forth all property,real and per- ncluding intangible,standing in the name of instruments effecting the vestiture of e name,adgress~and ~elati~nship,if any,., That Schedule E attached hereto and made a part sonal,owned by the decedent jointly with another or others, of the decedent and others,plus the date and place of record real estate,and the date '9f acquisition of personalty,plus of co-owners to the decedent.r:I • \~.\ T and deductions claimed for and on behalf of this decedent's family exemption,where applicable;costs of administration 0 this estate;counsel fees 'ary's' commissions paid or to be paid;cost expended for burial tru ts,tombstones o~~~~rs,and reli- gious services,in consequence of the death of the decedent;ebts and c ..,gmtg and unpaid at time of death;taxes accru~d charge.able for period prior to decedent'.cept those allowed under Section " 651 of the Inheritance and Estate Tax Act);togeth~r..'iil~..·tatement of coilateral pledged for obliga- tions,if any.It is agreed that the f~~~~~:present proof of said claimed obligations upon re- quest,that if the amount actuall h"settlement of an fee,commission or debt is less than the estimated amount claimin wed,that the same will be reported to the Register of WillS,and that the amount of tax can be reass~ssed in accordance th rewith. __~::~_::d8ndS:~fto before~~t~w::t~x_. <~J.JOHNSON,NO\ory ~U i1c§Q?Q~i~;:~~~}~Y§-"tl~------- CHARLEROI,WASHINGTON CO.,PA...Nor..th.Char.le.r..Qi.o P..a l5..Q.~.~. My Commission expires April 30,1 73 (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the ssets include rare and"unlisted securities, securities of close or family corporations or an interest n any co-partnership or business,that the data and statements required under the paragraph above rela ing to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly c mpleted as above-directed. J'cr:-:1~a.-'U (;')~1~lON\'{EAL'rH OF PENNSYLVANIA 'l'\~,\N~:FI'i;n INHEIUTANCE T.\.X HESnYEWr DECEDENT SCHEDULE "A" REAL PROPERTY :leal property in Pennsylvania,with statement of mortgage encumbrances upon f~ach parcel at death of decedent.Where property held as jointte~antor'te~ancy 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 with a general description of the property,with a refer- ence to the record of the conveyance by which the decedent tooktitle;if a farm state number of acres;also statement Of mortgageencumbrancesuponeachparcelatdeathofdecedent.Taxes,assess- ments,accrued interest on mortgages,etc.,are to be listed onSchedule"I""and must not be deducted from this schedule. NONE Insert this total opposite "real property",Schedule "A",in the "As Reported"column on the last page of (1) ASSESSED VAWE FOR YEAR OF DECEDENT'S DEATH NONE xxxxx: (2) ESTIMATED MARKET VAWE NONE NONE (3) DEPARTMENT VALUATION CAUTION (Do not wr ite in this space) RCC-33b-RI ,COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule mUijt disclose all tangible and intangible personal property owned individuallybrthedecedent!at the time or his death.Property llwned by the decedent jointly with another or others must be listed under Sohedule "E".Intirigible person:!l.l property,titled in the name of the deoedent,but payable at death to another or others,including but 1i'10t limited to P.O.D.U.S.SaVings Bond,lit and tenta.- tive trust acoounts,must be listed,despite the fact that they are not of,the administered estate. Tangible personal property should be list41d 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. ~The following Series E US Government Savings Bonds,located in safety deposit box of dece- dent in the Charleroi Office of Pittsburgh National Bank,in tee joint names6f the dece- dent and her late husband,who predeceased herl on October l~,1967,and which Bonds are liste in an attached inventory setting forth the issue date and redemption value of each Bond, but the following is a recapitulation of said Bonds according to their face value and redemp- tion value as of date of death of decedent: Item No. 1 2 3 ITEM List and describe fully Cash,being balance in Savings Account $17557 in Charleroi Office of Pittsburgh National Bank,in name of dec edent only, Cash,being money found in safety deposit box at Charleroi Office of Pittsburgh National Bank, Rent owed by Pittsburgh Outdoor Advertising Co.for 1 year's lease in advance, UNIT ESTIMATED VALUE M1\RKJn'VALUE $2,502.77 290.00 25.00 DEPARTMENT VALUATION (Do not write in this space) Two $25 face value Bonds having a total redemp-tion/K~lB~date of death of decedent,$60.30 Sixty-five $50 face value Bonds having a total redemption value as of date of death4 of decedent,3,856.8~ Five $100 face value Bonds having a total redemption value as of date of death of decedent,~2~.8 Eighteen $200 face value Bonds having a total redemption value as of date of death of decedent,3,2~6.6~ One $500 face value Bond having a total redemption value as of date of death of decedent,53~.0 Total redemption value as of date of death,of the foregoing Bonds,8,122.66 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X $10,9~0.~3 rllmIO~'\i·:.\LTH OF PE~NSYLVANL\. TIL\NSFER INHERITANCE 'TAX RES IDE\TT DECEDENT SCHEDULE "ell TRANSFERS (1)Dirl rlecedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consider<l.tion therefor?(Answer yes or no)yes (2)Did rlecedent,within two years of death,transfer property from himself to himself and another or others (inclurling 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 72 cate attached. (b)State of decedent's health at time of making the transfer.(Note 1)._-See death Certifi- (c)Cause of decedent's death.(Note 1).--See death certificate attached. (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)~y_e_s __ (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)~n~o~__ (b)What was the transferee's age at time of decedent's death?29-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor eA~ressly 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)no (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)no (8)Did rlecedent,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 c0111d 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 ~ffirmative,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 detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION MARKET VALUE (Es timated) /0(){!I DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. RFSIDENT DECEDENT " CCM1\WXWE.\LTH (IF l'ENNSYLV,\.NL\~Tln~Sl'l~H INHmUT:\NCE TAX H.CC-3:Je-HI .'. SCHEDULE "E" JOINTLY OWNED PROPERTY BSTRrCTIOKS: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 lmder 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 DEPARTMENT VALUATION Address and Relationship of Co-Owners,and PIace I Value Share Valuation CAUTION-Do not Write of Record of Instrument,where Real Estate•!In This Space. Value of Value of Entire Decedent's Property Interest NONE I NONE I I I II I I ! I I IIII III !II!I III I II i I I I II I Insert this total opposite "Jointly Owned Property",Schedule "E"NONE in the "As Reported"column on the last page of this return,I R('r.-3~d-RI ," COl\tl\IO!>lWEoALTH OF PEl\"NSYYLANIA TRA~SFER INHERITANCE TAXR~SIDENT DECEDENT 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 fact.)OR NO BIRTH Mildred Go Migrock daughter ves Entire 605 Orchard Avenue NOrth Charleroi,Penna. ,, -_.. . ( h Deponent further says that all the above-named beneficiaries are liVing at ~his time except below: NAME DATE OF DEATH RESIDENCE Will Administration (No.Year . (Executor-Administrator must complete "As Reported"column #1.) P.I<THE :\IATTER OF THE APPRAISEMENT OF THE ESTATE OF AnnaKE?P.se~ Deceased Late ofN:Q;rtl1<:11Ci.r.1.E?I'Q;t . County of .\Va~hJng1:()n Commonwealth of Pennsylvania REPORT AND APPRAISAL .......U:l--IP :'''Cl ~f·I;J . ~~S1 -.-',-1•• ~r--C)r--/rc--.-, I -,••.A::'c..r'!':'J>;:~::::':::J I ! :=~-~0 (/)...... l:JVICTOR~.RIVA,ESQ, P.O.BOX 115 .~HARl"EROI.PA.15022 ~ (').....:j ~~........CD CD0Il:>....e:-en ::s en en en 0 .....:j .....::s ~CD e:-ll:>....a-x en '0Il:>'~CD0"'.... ~0 ~'0 t%j CD.... til ~.....Il:>.....CD :-enc:~s::>~.-....--:--...-..to<W en ennn?"'?"'?"' o ~~---------.' -OO-OO-Ef.)-OO-OO-OO .--..>en ~.--..CD_'g-........(tc..--- II ,. -(P.>'-00 -Ef.)-(P.>-(P.>-(P.> .~.~~>:i : .J II .~.,~'".,::"0.'0 . \c)::~'<\~.--..It l~.~..~~....-2..:~:::3 ~.a·r-.c)~. c.. ~. 'OFFicE OF TME REGISTER OF WILLS Washlngtoh OF COUNTY AND AGENT OF THE ~OMMONW5ALTH STATEMENT "OF DEBTS AND DEDUCTIONS D&DUCTlON~ALLOWED IN ,jl '"'SUM 0'•...?,!!Sr.c~, 7-~l.(-70 \r,======;:::==::;::::==============::::;:==================::::;======= AMOUNTlDATENO.OF NAMIi OF PAYEE REMARKSj,VOUCH""'.'I'----r----r-=~Ru:-."':"'"lss-e-=l-=-1-::Ma~-I'~1DD---,-Re-8-1-8t-e-l'-of~~-'""-.~:-·"';"t:-e-,o-::f~WJ.-::l~1-."';"1UI"';"··-th--.-,.--.-..,......,...-+-...--.---:-r--- Willa shor.t oel"ttf1ca·tes _,'."lS.00 ~sbf.ngton County ,Comrd.ssionel'e , .'.".".,".,'CoDitts of Will.'"..53,"---+---t-.,......,.-t----'-.,----........--'------........-~~.:.:::.:::--==--:.:.:=:.L.-:..----.,---+---~,F~ Waeh.t.,gto8 County.Reporte,Legal advertisJ:ns,14 00 10 15 1 20 2,063 00' Inn nn·,, It!go 20 95 I'1 SO I 111 91 7 30 151 1S 9 51 , 30 00 106 82 379 54 I \ I'\ , Balance on account. Balanee on·account .. Balance on account, Balance on account. llalanee on account, Grave opening.tent and \ MaAA \ Balan_.Oft aeeount of l ••t'\."n.''''l . \ i~S9s~g:n ~~:i~~roi Bovqugn ~fFf!M !';~fpr ~i'1ventorY'a"d. work-pUiIDDing and .uppl1es,,, Derformed on heme orOfJertv .. N:l,Qk Antonelli ~Qolm L.~al1.County West Penn Power eo Co1\1i1'11)!a Gas,of,'aoj.Inc. ~8h1ngton County·Ccmm19s1one1'8 Copies of Will. Colullbta Gas of',....Inc .. r.resb.yte.l'ian~Un1vers1ty~osD1tal,' St.Jerome's R,;C,;Chulleh West Penn Powe~Company ~thorlt;y Qf\,the Boroup of Charleroi.. , fhe Vallev Independent..LeRa1 84vel'tislmt.. ..papers ..11 ',~ CoUnsel fees based oft'hothtes'tllmentarv ana non-test•• ! ' 1\\1.$8e11 Ml:tt:b10,Reg1sterof.'.Wi.U.S.'·, 300'100' 1 n c.n Russell Mat-lnG.Clerk o~c.Fili.ng fee of Account..17 00 Estate,Income 'l'ax s ~6t1mated,,, ELIZABETH J.JOHNSON,Notary Public CHARLERCI.WASHINGTON CO••PA. My Commission expires April 30,19-73 COMMONWEAL.TH OF PENNSYLVANIA COUNTY OF ~98b1nston'~8.: ~(JNd G..,m.~CI<.tx.cutr!xI..e..HEREBY.C.ERTlFV.THAT.TO THE BEaT OF MY I<NOWL.EDGE AND BELIEF,THE FOREGOING IS A JUSTtJND TR~E srA"{fMENT OF DEBTS,FUNERAL.EXPENSES AND EXPENSES opr ADMINISTRATION SUBMITTED TO THE EST.\TE OF ,nna _'lpSe ."ECEA8ED AS DEDUCTIONS FOR \INHERIT~NCE TAX PURPOSES.~/•/'~'./7 '".''''',I,~/Lf'~"./b'./.A A ~,,',,.:./~IJ -.'~'5.1 ,",::.~sWORN Ai'!lD SU,BSCJi1p:lED BEFORE ME THI ~"""""'DAY01"/MildrAfl/G.M1groek::1I,..'<;iI'l!(14 AAJ-'/1 A n '-r .2!'~?L ..;~!~,,(J (~._) ':,~,:'i:>,~.",0',.--:!C/t7'J "\~"""........i,' "I' RCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT NILDRED G.HIGROCK (ExecutorW~~' IN YOUR REPLY PLEA8£ REFIER TO 37-188-1 j In Re:Estate of ---=A.::::N:::.N:::.A~KE~P:::.S:::EL::::......_ ______W:.:.:A;.:::S:..:.H:.::I::.:N:::..GTO~N;:....._County -File No.63-69-220 Dear Mrs.Migrock: You are hereby notified that the original appraisement in the estate of Anna Kense1 has been filed in the office of the Register of Willsqf Washington County on February 20 ,19 ~9.Said appraisement reflects the following valuations: .,.~.Re al Est ate _--'-~.:;;.L~';;..,~":"-'~'.:...._:,..!__ Personal Property ~1~0~,~9~4~0~.4~3~'__ Transfers .-;1:;2::::.1-.O:::.;O:::.;O:::.;,!..:O::.:O~__ Total --..,.-_~2~2.J-.9.c.J...:t.::0~.~4...3~_ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e F_eb_r_u::.:ar~y----:2_0~,--:1::..9~7--:0:--__SignedQJf ~ Title W.Re CHANEY,CH e<><Jit:. APPRAISER DATE OF DEATH:February 13,1969 Note:This is not a bill. , COMMONWEAL.TM OF PENNSYL.VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of KEPSEL, (Last Name) ANNA (First Name)(Initial) DATE OF DEATH 2-1:2-69 FILE NO.6:2-69-220 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","8","C",and "E". Dated:~02""--::;2,",,,0_--7-70~_ 02-13-69 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS 10,940 43 12.000 00 22,940 43 10.940 43 12 .000 00 22.940 43 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------+-- 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 $---------+---f.60h Tax on $---------+---5%Tax on $-+-__10% Tax on $15% ~~pti~s * Total Estate I---_ TOTAL TAX COMPUTATION OF TAX $---------+-- $---------+-- $---------+-- $-------+-- $-------+-- $l..-_ (*)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 $t= Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $-------iL- Estate tax paid $---'L- BALANCE DUE $----~~ Add interest at rate of 6%from t= ------lto-----$-----~, TOTAL TAX BALANCE $--------l 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 t No. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ANNA KEPSEL Deceased Late of County of N.CHARLEROI WASHINGTON Commonwealth of Pennsylvania AL .; , ,F'urm RCC-2 DEPAltTMENT OF REV~l1JE' BtrttEA~OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX" APPRAISEMENT DATE ~.~~.~~.:r::.y.?9..'.~.?.7.9.. ,COUNTY W.§.,§..h:i.:p.gt..~.D.. FILE NO Q3.=.g.9::.~.~.Q . Whereas,A!:?P§.~~p..l?.~.+late of ~.~~~.~.~.~:.'?.~. in the County of ~'?-.~.~.~.e!:.<?!.1 Commonwealth of Pennsylvania,having died on the J..3.:t.h day of f..~.Q.:r.pgry 19 99..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania', Therefore,I,.................................w..!.R.!......G.hc?J~§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 Hie 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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.- Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ -. PERSONALTY: See copy of Schedule liBII attached to ap praisement 10,940 93 I--I'-TRANSFER:I I-1 appr,aisement 12,000 00 ISeecopyofDeedattachedtoI I I ..- I I-I Total 22,940 93 form:v;;:fhb~:~:~:,wC>Tllac:!~~~,~a~o~~~~~~~~o:e~~~7i;:i;:;i?? ···ZZi.····················o~...........................................................~.:'~'..../~umber and Street)...............:c_...:.y....:.:.........................................................................,Penna. (Post Office) .1t.U\$I:Ul\JG1'9N.County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .......ANNA....KEPSEL.... Deceased. Late of ...N..~CHA.F.l:.~Iip.I . Date of Death,f.~.)::>r.:ll:~.ry )J.,J.9.9.9 .. Appraisement Docket Vol.,3..7 .. Page,l8..~J,No..Q3..:::.~.9:::-.??9... Filed in Register's Offi.ce,F.f3.p.~.Cl:r...y ~.Q J97.Q . Amount of tax due,$. ------------- - ------- - - DEPARTM Received, Examined and Approved,.. Wrote abo.ut Appra.isement, Appeal f1'om Appraisement,.. Entered and charged,. •I- .~"