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Home My WebLink AboutOC1969-0293 - ESTATE OF SOTAKTestate Form PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY ljI Estate of ;L9.!U:L..$.9.1'.ML___..___..__. .-..---.._--_.__._-.----_---_---_._---------_.._--------_-.--..---_._. Deceased No §.3.~Q.~~.~.~.3 _...,A.A. Fiduciary__.~N_P.R_:e.W_..SQJ'.AK4_....EA.e.c.ut.o.r.....--..-- Date of Date of Decedent's death..~.~.~.':l.~!!.y.~~_..;J,_~.~~_Grant of Letters.~.~.9.h 7..1.._l-.~.§JL _ _..___------__ This is the__X..?:.~.§:t 9:.~~..X.!.g9:.~accountfiled in this estate If there have been former accounts filed in this estate,list file number or number and term . Election to take Under or Against will.(cross out one) Dote Election Place of; Filed _._._._.......Record .t..•.._·.-.:..__,_._... NOT APPLICABLE Nome of surviving spouse_NQ.u~__. .__.._...._ ___.._...~__:.~.:..__..,____... ... ... List issue,where material:.NOT MATERIAL. Did decedent marry after execution of will?{indicate}~No.Any children born after execution of will?(indicate) ¥~No.If answer yes,nome them ,.._._~- ___ ___. --._-------_._------._----------------------._-__---__------__----__------_----._--------------__._-_._--__-____-_---.._--__-_.__.... Legatees Anna StieneI.,".<'f '""- E1·iza beth Urben Andrew Sotak Suzanna Tar t-a gl ia Rosalia Kawelkewics Relationship Daughter Daughter Son Daughter Daughter Interest 1/5 1/5 1/5 1/5 1/5 Fiducia.ry,if deceased.or not sui juris sui juris sui juris sui juris sui juris sui j~ris List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Couse: NONE 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 paragrap~C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~iK If any exception give cause:.. File copy of Notice and date of mailing N.ClYe..ro.her 2.l.,.1.9.6.9 :,.:,..,....•,.•,"",..,••..••,_...•...,,_.: is estate subject to the filing of a Fed~rdl ~state Tax Return?.NQ c••••••••••••••••••••••••••••••••••••,•••••••••••• Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $N.QNE.............................•............. If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant.NONE.. 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 adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: NONE '",' Balance for distribution per account, Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: I. Total additional credits (Subtract) Balance for distribution $.O'O.•'O.Q.•..•••••••••••.••••••• $.~.~.~.~O........................... $.1.~.,..9.3J.-.Q.7 :_ $.~1.J.Q.~*.!.9.1 . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Balance for distribution is in cash. -'"<0 ,•...,l .'.. If Family Exemption claimed by Petition,give place of Record:.N.QT CLA1.MRD :~. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:N.QT CLAIME.ll . 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:1/5 toea ch of the heirs. "-,,". COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, beiog duly s.w.Q.r-n.doth depose and say that the facts set forth in the foregoing petition are true to the best of hi.s knowledge and belief. ................................................to arid subscribed before me Ih;S..9.:.d-:daY of.Oe.embe.r ~19 6.a. Signature of Officer ::..d , ..P~Yll.l:SHROYER,Notary PublloTitleofOfflCerCau:JlLar.W~3hIRg{,on.<lo:I7;••••••••••~••• .My C!lmmlssion Expires Office expi res ~~.~~~!..~?!..~~.~L . And your petitioner will ever pray,etc. ~..,ji~. ................ Andrew Sotak •!'!'!. j No....§.~.::.f?;~.:.?~}A.A. \I Estate of.<!.Qff.N SQT.AK.. Deceased Fiduciary...~];l.P.R);:.W...SQT.AK......~~.e.s::.u:to.r... .___--_..___--_._-----_-----_--_. 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:paragraph 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 WiII. 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.Sign~d and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate fs subject thereto.~. .~.. ........~..--__.--..--\..:--_..::../Attorney .....2 .. 51111,\:10 tJ3.lSID3~ ONII.PfltJ T1JSSn~ o1 :t7 lJd OE 030 6961 0:]--1 LJ ,"< "/ ....... / J 1 • ,..;".'~. ,r"- PATRONO,CEISLER AND EDWARDS Attorneys at Law 80 East Chestnut Street Washington,Pennsylvania 15301 NOT ICE of Washington County,Pennsylvania Deceased, Orphans'Court of JOHN SOTAK, of 19 63-69-293 In the Estate No. NO. TO:MR.ANDREW SOTAK 59 Fifth Street California,Pennsylvania 15419 Please take notice that ANDREW SOTAK,Executor " of the Estate of JOHN SOTAK,deceased,filed A First and Final Account at the above Number,and that said Account will be called for audit in the Orphans'Court Room, Court House,Washington,Pennsylvania,on December ll,1969 at 10:00 A.~I.,and a decree of confirmation and distribution may be entered unless exceptions or objections are filed.You may be present if you so desire but your presence is not mandatory. PATRONO,CEISLER AND EDWARDS Attorneys for Dated:November 20,1969 NOTE:The Above Notice was mailed to the following on November 21,1969. MRS.ANNA STIENE MRS.ELIZABETH URBEN MR.ANDREW SOTAK 117 Pennsylvania Avenue 26~1 N.W:5 Terrace 59 Fifth StreetLel.surevl.lleMapleview,Charleroi,Pa.Pompono Beach,Florida california,Penna. MRS.SUZANNA TARTAGLIA 16515 Westbrook Detroit,Michigan MRS.ROSALIA KAWELKEWICS 19 Hillcrest Avenue Mapleview,Charleroi,Penna. <lInmmnnUtralt~nf 'rnnByluanta.~BB: lIaB~in!ltnn <lInunlg.\ ;. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid '4·J c on the 7th.day of March A.D.19 69 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of John Sotak late of California Borough in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Andrew Sotak the Executor in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Andrew Sotak committing unto Him the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Him to exhibit a true and perfect inventory thereof into the Register's Offi~e,at Washington,within ninety days from the date hereof,and to render a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this 7th. day of March in the year of our Lord one thousand nine hundred and Sixty Nine " ..........................................................................~~ Register '. =;.. ~+-t=a ~ II.al..p::::s 0 0+-t 111 (/) N ~l-tc::..c(.alaן-m111 0e~ ~+-t+-t~~ .,'. !>;'••_-1-,•.- W ILL ."~-... J of our Lord One thousand nine hundred I,John Sotak of the Borough of California,washington County, Pennsylvania,being of sound mind,memo~y and understanding,do hereby make,publish and declare this to be my last will and testament,hereby .,revoking and making void all other wills by me at any time heretofore made. First-I direct my Executor hereinafter named to pay all'my just debts and funeral expenses as soon as he can do so conveniently after my decease. iSecond-I give,devise and bequeath all my property,both real and personal,wheresoever situate,in equal shares,to my five children, namely,-Anna Sotak Stiene Of 117 Pennsylvania Avenue,Mapleview, Charleroi,Pennsylvania,Elizabeth Sotak Urben of 99S1 Hartvell, Detroit 27,Michigan,Suzanna Sotak Tartaglia of Detroit,Michigan, Rosalia Sotak Kawelkewics of 19 Hillcrest Avenue,Mapleview,Charle- rOl,Pennsylvania,and Andrew Sotak of the Borough of California, Washington County,Pennsylvariia,P.O.Coal Center R.D.#l;-to each an undivided one fifth (l/S'). Third-.1 do hereby name,constitute and appoint my abovenamed son, Andrew Sotak,to be executor of this my last will and testament,and I direct that he serve without bond,being hereby excused from·filing bond. IN WITNESS ~mEREOF,I,John Sotak,the Testator abovenamed,have here- ,'I"P.unto set my hand and seal on this ~~~~.day of October,in the year and sixty-seven (1967 ). .-1'i1....'-./v:-,~V C -?--1 __-_-~-j\,_'-..;..~....:1,....:\..:-·.;;,.\..;;;.~_._---:/_,'_'..::;....-::--_•...!----:.:-_)_.-_C'_;•...,:.,,__-=(~__(Seal) .....j ....., vV''-C'.'"L ~Z~ SIGNED,SEALED,PUBLISHED AND DECLARED by the abovenarned John Sotak as and for his last will and testament in the presence of us,who have hereunto subscribed our names at his request as witnesses thereto in the presence of said Testator,and of each other.(-._.,.-\-l:,->~r,,-:....!.IL·'.,.: . . .\'_£?. " / ......-;f'"!'t t,1.".",...c.t.,··\,.v'Z...c:'-.\'~~-~"/'•)7'1'~/('"'~ -.::'-\,.....-~/"•I ,".--."................--:-...?://-r:;.J ~_.."'~..'~_'1..""-.:-/,...-...... C)-!;-7 )'\..:,I ,'t .---::1 ,-_.'-',.,:--"...\..'r'__"""--'-:---.. . I1II ~tate of 'euu.9g1uattia l C!!ouutg of lIu.9qiugtou }.9!1: Personally before me,the undersigned authority,a .no:tar.y...public in and for said County and State,appeared AtJ..dr.~w $.QtM who,being duly sworn according to law,deposes and says that he is the executor or administrator of the es- tate of J.ohn..S.o.tak.deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ..JDhn..So.tak., 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 bYJ~e above named Executor Administrator. d 5fwor;an:subscribed be t f 9 0re m6e9 this .l }f!:..~..J;id . ay 0 .Executor-~ ......C;"!"i/~~?~~:i!f~1\.L INSTRUCiJilNS y (;omm,sslOn Expires 1.An inv'lffi.Wf1~\ilSt 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 Oopies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 aJuueutorg uuil 1\pprui!1emeut .of the goods and chattels,rights and credits which were of Jobn..s.otak .late of .California..Bor.ough .. Washington County,Pa.,taken ant!made in conformity with.the above affidavit. ) PERSONALTY: Saving$account No.5784,Western Pennsylvania National Bank,California,Pennsylvania. REALTY: An undivided one-half interest in and to all that certain tract of land.situate in California Borough (formerly East Pike Run Township),Washington County,Pennsylvania,bounded and described as follows: Beginning at a white oak stump by land formerly of Salem Robinson;thence by the same,46 degrees E.28 perches to stones, I If.27 1/2 degrees W.112!5 perches to a stone;thence by land of Jefferson Duvall Heirs,S.88 degrees E.132.3 perches to ,the end of a stone fence;thence by land formerly of Andrew Gregg,,So 7 degrees W.20 perches to stone;thence S.40 degrees E.41.8 perch~s to a stone;thence by land now or formerly of Henry Hannen's Heirs, S.39 degrees W.58.4 perches to a stone;thence S.67 1/2 ~egrees W.12 perches to a stone in a road;thence down the road,S.26 degrees E.21 perclJ,es,to a stone;thence S.15 degrees E.46 perches to a stone,S.32 degrees E.22 perches to a ston~at the watering trough;thence by land of Alexander Duvall Heirs,S.3 degrees ,E.,24 perches to a stone;thence by land formerly of John Hartman,S.45 1/2 degrees W.31.5 perches to a stone on tlJ,e North bank of Gorby's Run;thence by land formerly of John Gregg,N.52 degrees.W.39 perches to a $tone;thence by land formerly of,John Shanton,North 50 degrees E.9 perches to a ston~;thence No.37 3/4 degrees E.110 perches to the place of beginning.Containing 118 acres,38 perches,strict measure. Excepting and reserving thereout and therefrom all that certai~tract of land conveyed by John Carson et ux.to Joseph Dunlap,by deed bearing late the 3rd day of October,1874,and reco~ded in the Recorder's Office af9resaid the 8th day of January~ 1877,in D.B."F",Vol.5,page 510,and described as follows: DOLLARS $11,243 72 6,000 00 CENTS ".. .' ·~d "00 NQie\~\HS"4IA Slllli\~{)tl3 ,LS1~),3~ omW'1i'}l'~::2SSml \\)-\t"~... ~' - ". . ' .V .l .', I ,'OJ ','".' .; .,.' .,..'. ". " L'..."~.); .'."...."00",._'\ ..-.~.........'.-..r'(;.,'..~ "---. B ginning at a stone in the creek at tbe corner of John Hartman lan ;thence by land of said John Carson,North 7 degrees 40 minutes •6.75 perches to a fence post;thence N.32 degrees 50 minutes •30.2 perches to a stone;thence S.50 1/2 degrees W.14.8 per hes to a stone in the cre~k;then.B down the same,by land now or formerly of J.A.Lambert,S.50 degrees E.35 perches to he place of beginning.Containing 2 acres,strict measure,be the/same more or less. E cepting and reserving,hereout andfrom and out of the force d effect of this deed,all the Pittsburgh er River Vein of Coa ,together with the mining rights,as conveyed by John gar on et ux.to the New York and Cleveland Gas Coal Company by eed dated April 1,1893 and recorded November 27, 1894,in D.B.Vol.192,page 214. is conveyance is also made subject to a right- of-way of t e,West Penn Power Company as granted and conveyed to such com any by deed recorded in D.B.Vol.515,page 348. s conveyance is made subject to an oil and gas lease given to The Peoples Natural Gas Company of Pittsburgh, Pennsy).vani • Bing the same one-half undivided interest of which Micha 1 Sotak died seized in fee simple on June 16, 1967.The aid Michael Sotak died intestate and his estate was duly a "nistered in the Orphans Court of Washington County,Pe sylvania,and refe~ence is made to those proceedings at No.382 of 1967 A.A.The s~id undivided one-half in erest was awarded to John Sotak,as will appear in the fina adjudication and decree,dated January 24,1968, at No.382 f 1967 A. A.The said adjudication and decree was duly ce tified to the Recorder1 s Office of Washington, County,Pe sylvania,and is of record in Deed Book 1272, at page 73. TOTAL PERSO TOTAL REAL TOTAL ESTA TY $11,243.72 6.000.00 $17,243.72 .')".,~0~g"1 .,J...,())0, ;..I ) .) \j ') f")c t~-6:,1~~:z-!'.')~""J C...~I I,,) I .) •)INiV:ENTORY AND:'APPRAI S.6MENT-11 ."0 1 (,. , ,, , L.. J"))',(.'.IN RE ,J .., '.c. ..EpTAT3 OF .-)JOHN SOTAK"..),It ..... ..7'~ : :>t~- -CJ ,r , It,,;, 'do .,~';JJ DEC~9:Q)...,»,rrJ ::ttl -t.C ,.,"~.ii>C .-~_(~.do':::(,I).,;'c-"),ro ,'_'I "':"-I~'-I - (pm rt.",,...-l .~:--'"J'lo'r .J ~.,.':~~~.~.-,~..!W:~'1~':,b ~O.:;;;'';";:::r-n) ;:-:.~i--=:..::'f"'cP ~ ) r :;) ) ,) ) u ) J ) • :) • ,l,. o ~ .' ''I .J , f.t, r .I r lNV .DKT.2Q-.PAGB~ ,) p.c.&e-attys .', The First and Final Account of ANDREW SOTAK,Executor of the Estate of JOHN SOTAK,Deceased,late of California Borough,washington County,Pennsylvania. *****************************~*********************************** TO Amount of Inventory and Appraisement Filed.$17,243.72 sale of Real Estate Appraised Value of Real Estate. $6,000.00 6,000.00 GAIN OR LOSS $00.00 TO Income on Savings Account TO Income from Oil &Gas Lease on Realty Refund of Blue Cross Premium SUB-TOTAL ------------- TO Credits Claimed by Accountant 445.15 87.00 9.70 $17,785.57 3,754.50 TO BALANCE FOR ------------$14,031.07 DISTRIBUTION The Accountant claims the following credits: 1969 Mar.11 Russell Marino, Register Mar.11 Guy Rogers Grant of Letters Services:re Probate of Will 12.00 15.00 Mar.28 Apr.11 May 15 June16 May Oct. Oct. Oct. Oct. Oct. May 20 May 20 June 2 Washington Co. Reports Observer Publ.Co. Rus sell Marino, Register Brow'nsville Telegraph D'Altorio Funeral Home John D.Woodward, Recorder Russell Marino, Register Russell Marino, Register Patrono,Ceisler & Edwards Andrew Sotak Valley Independent Brownsville Telegraph Adam Kane ik, Tax Collector Adv.Grant of Letters Adv.Grant of Letters Four Short Certificates Adv.House for Sale Funeral Bill 1%Pa.Realty Transfer Tax on Deed Filing Inventory Filing this Account Attorneys'Fees Executor's Commission Adv.House for Sale Adv.House for Sale 1969 Borough Taxes 14.00 14.00 4.00 7.98 1,661.00 48.00 10.50 17.00 910.00 900.00 3.40 3.30 42.23 June 4 Valley Independent Adv.House for Sale 4.76 June 4 West Penn Power Co.Electric Bill 4.15 June 4 Ma lcolm Morgan 1969 County Tax 48.14 June19 West Penn Power Co.Electric Bill 7.72 July 2 Bell Telephone Co.Phone Bill 1.05 .....I •_-. .l Ju1y23 West Penn Power Co.Electric Bill 4.77 Aug.1 Bell Telephone Co.Phone Bill 1.16 Aug.20 West Penn Power Co.Electric Bill 7.15 Sept.25 West Penn Power Co.Electric Bill 3.76 Oct.15 West Penn Power Co.Electric Bill 6.93 Western Pa.Service Charge s 2.50 Nat iona1 Bank TOTAL -----------------$3,754.50 rI' I Washjngton County Reports 63 SOUTH MAIN STREET Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929,P.L. 1784 Sec.3.paragraphs (3)and (25). COUNTY OF WASHINGTON} STATE OF PENNSYLVANIA SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTI REPORTS,the official legal periodical for said Washington County.publis'hed 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 COL'NTI 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: ..........Ap.x:il .3.•....1O'4 .l:1..,19..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,hi.,";d>v;,,,~",I.~"d 'h'fl/',h,,obU",;"<re 'ro"uVrl!tJ ~.~:.;j{L .~b?~""-~Ed;",Sworn to and s scribedbcfore me t~_-- .....17.th day oL.Apr.il ,196 9...d-/'A "&-~..........~_,. N,ry Public KATHERIIIE C.YARD,Notary lie Washington,Washington .Co.,a- My Commission Expires November 1,1969 Estate Notices The Register of Wills has granted letters, testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. • • • ••••• • •• • •••• • SOTAK,JOHN,Dec'd. Late of California Borough.Washing-ton County,Penna.Execut0.r:'Andrew Sotak,59 FifthSt.,Cahfornia.Penna. Attorneys:,Patrono.Ceisler &Ed- wards,P.O.Box 636.Ca,lifornia,Pa, W.26752 Sworn to and Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News,paper Ad'vertising Act of 16 May,1929, P.L.1784,8JS amended. Commonwealth of Pennsylvania,County of Washington,S8:....•....... Personally ap,pear-ed before rnte,a Notary Public in and for said County and State,R1.char.d S Co:wan ,who being duly sworn according to law,deposes and says tha;t he is the s..e.c.r..e.ta.r.y .. of the Observer Publishing Company,a J?lennsylvania corporation,and its agent in this behalf;that the said Company iSI the owner and publisher of the Observer-Reporter,sUCCiessor to The Washington Observer,established September 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspaper of general cireulation,printed and pUblished and having its place of busines's at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and published continuousIy for more than six months.prior to the publication of the notice hereto at:tached;that the printed notice or advertisement hereto attached is a ,copy of an official advertisement,official notice,legal notice or le'gal advertis,ement,exactly as printed or published in the ObE1erver-Reporter in its regular editions on -the following date or dates;. ...........................Ap.r.i.1...l.,B....and 1.5·~..·l9.6.$L._ . that neither -the affiant nor the Observer Publishing Company is interested in the subject matter of said notice or advertising and that all of the aUega- ~~~~~~:.this affidavit as to the time,PIa,~nd chara2 t§?ublication ..............................:!..4.:~.:!.~?~~.~~. subscribed before me this..l-5-...day ofAp.r.11....1.96.9 ...~~it~~~~lTC WASHINGTON,WASHINGTO"COUiHY MY COMMISSION EXPIRES MAY G.1972 ••A.....~XECUTOR'S NOTICE E5'ATE OF JOHN SOTAK deeeas.ed late of California BOfOUl/h,Wash.ington County,Pennsylvania.~tt~rs,Testamentary upon theaboveesta~e'havil!g'been granted totheunderslgnect/lill~~PersonshaVing elal!l1s against <th·e:~!estate:.are:.re'jquestedtomakeknown~Jtthe":,am"to the undersigned or tiis'iattQTneTandaUpersonsindebtedtothe'di.cedent are requested to make pay. dmelnt to ~he undersigned withouteay.I ANDREW SOTAK ~59 Fifth Street '. California,PennsYlvanik'-,'.",,PATRONO,CEISLER-4:AND EDWARDS P.O.Box 636 ICalifornia.PennsylvaniaAttorneys.. '".rF7•Tuel.•3T, ('i"~I. STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55, The within named Accountant being duly sworn according to law,depose s and say s that the above.account Andrew Sotak ~d~..............• as stated is true and correct as h~verily believe. J .,"',!).,O",,,'.d2 dSwornandsubscribedbeforemethis__..P ..._..... ~'ay of __~.~~19..!.£.. __'Q_~_.__,~.._4J/~.:.~.-.-.-.",+.~·~s L.·SHROYER,Notary P.·',Cilllfo'rnia,Washington Co.,P • .My Commission Expires ,_January 29,1971 Washington County,ss: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 Statute and Rule of Court,as evidenced by proofs thereof filed to No...b34.1.~.£.7.~..... Wit ess my hand and official.·seal thiS..d.tj~..... ..........~..l~.~~•.• Register of Wills I"f ~•, 0:;:_'.•." ... -,~ .,.....,.,J .~-~----.------"':I'" / \,.. v .... ..-.......-..,. e,~ .~....' ..~..;", " The Court is respectfu lIy requested to determine proper di'stribution in this estate. 3Jn t4r (@rp4un.a··Ctrnurt nf lIu.a4ingtnnCtrnunty In the matter of the Audit of Account in j Estate of JOHN SOTAK.De,ceased TO THE AUDITING JUDGE: No.6 3- 6 !;)-=-..=.2....9'-'3..........._--,-____19__•A.A.. Enter my matter. j Ii:app~aran~e fOf;--=t-=-h=,;~r--=-a::...;::c-=-C'-'0"'-7u:..:n=.;t=a:..:n~t----,1=-·~n,---",t-=-h"-,e",--=a=-b,,,-,,07-':v""e><--7k~n....,t........i ....t,-,l"-e""-,,d,,,-.-;-_ I i I -~~~- Iltfi day of December,.19-6..9- N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. I d-'...: 0 ~.,0<1>~....J lii'2;;~;: 0-""..c-" ~ ,,~1I.. 0 -0· -~c..-: I , t'l w;.,·~(/")G [-"'"::--C)<1>- r~u =--..J~, d C::~c:: fi5u)..-I i-'. i Np.~3-g9-293 .c',19__•A.A. In re Audit of AccQunt in EstaJ.e:of JOHN SOTAK,Deceased f·:. AUDIT 'Jratript for i 1\ppt~rautt F0I;t PATRONO •.eEl SLER &EDWARD S J;3Y Attorney ~2':1 J ~n t4t Qtnurt nf Qtnmmnn 'ira»nf lIas4ingtnn Qtnunty, Jruusyluania,(@rp!Jan»'Qtnurt lIiniswn ESTATE OF John Sotak, deceased. No.__~6::....3,--~6...L9~-2::....-9,-3ol--_ In the matter of the_.......:..F-=i.:!:..r~s~t--2a.un~d~F..a.i.....naa....l_ Account of·__.....A~n.l.ldu..r~ew..wIllL-SloU.l.o.J.otl::l.a.B.k _ Executor ADJUDICATION AND DECREE And now December :3 0 ,19~,this matter came on for hearing, audit and distribution at this session and testimony token;and thereupon,upon due consideration thereof the bal4nce for distribution in the hands of the Accountant is determined to be $.1 ,031.07 and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid aut by the Accountant in accordance with the schedule of distribution hereto attached and made a port hereof,unless exceptions hereto be filed sec.reg.or an appeal be token herefrom sec.leg. SCHEDULE OF DISTRIBUTION No balance Balance per account _ Balanct:..e _ Deduct Clerk's Costs &Receipts add'1 on inventory AMomey PAtrono,Ceisler &Edwards Russell M~rino,Agent,transfer inheritance tax, Anna Stiene,daughter,1/5 residue, Elizabeth Urben,daughter,1/5 residue, Andrew Sotak,son,1/5 residue, Suzanna Tartaglia,daughter,1/5 residue, Rosalia Kawe1kewics,daughter,1/5 residue, 28. $14,022.57 ~~q,~~7jf Y ,808.{11~~~ $l3,193.86~~1 2638.78 2638.77 2638.77 2638.77 2638.77 0 ~ $I-~ ...z i :J n ~!' 0 :r 11/- ~. c CD ~GI :J 3 0 ... 0 0_.......~ M CD a ... t 0_.... ~ ~:r ::: CD ..~e, ~at'I;lt'I;l ~?"~ \'...."~ C" ~:1 ~.,~ :.;:J .;,"~.'dri .~ J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY.PENNA. ORPHANS'COURT DIVISION 'i -:/ IN RE: ESTATE OF JOHN SOTAK. 0( ~Deceased.>.J )- III Z ZI&llI, io~BEFORE: J:III0( ~ ...~APPEARANCES:; Iiio .J~~g TIME:., :z:..,.. C'I ) ) ) )No.293 of 1969 ) ) ) BEARING ON AUDIT THE HONORA BLE P.VINCENT MARINO.Preside nt Judge of the said Court. PATRONO.CEISLER &EDWARDS.ESQS .•of Washington.Penna .•representing the Accountant. Thursday.December 11.1969.at 1'0:00 o'clock A.II•• EST. Patrono.Ceisler and Edwards.Mr.Edwards? deceased.The Executor is Andrew Sotak and the attorneys are for the audit of this estate.There was a piece of real estate whi ch Number 293 of 1969.the estate of John Sotak. If the Court please.I have all the pftpers necessaryMR.EDWARDS: iii0::I&lI-0::~THE COURT:I&l0:: I-0:: :JoU .J0( uii:...o was sold and the balance for distribution is in cash. THE COURT:Is there anyone else in Court interested in this decedent's estate? (NO RESPONSE) I I 2 THE COURT:The audit of this account is marked closed by the Court. (A UDIT CLOSED) .I :!zc~>-IIIZ Z1&1II, io...~Z :t III C~ / iiia:III...a:oD.IIIa:...a:cbo:r.J t:~~-;'..-..I(;;)oU .J0( uii:...o .,:2 o.111~,·"v~"'~·I...n~(,",·,0 tl n t't ~",."r\',''':"'.'.r--',U...':'1'"'.(',,,Jr"It:4~...",\..;~-4....\.UI~'I.._:J ~v ...._~-......r;v......«....',II .:J ..,....••'to".....J •'"'.....•••~~:_''''''~...III~Cc.:..nc,r.:_l(I a,t.'!:£'_~j;\..~~)y 1''':'e t-",'i,'C",t ~t"'~~":,l:::t.;~C~'t'""",~:~:,!. c u Q ;)., x..r- C'<I 'j Form RCC-33 RESIDENT DECEDENT ~OMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF IMPORTANT:This return must be completed in detail and riled in duplicate,with will attached,with the' Register or Wills or the County where decedent resided;Return is due within one year after date or death,unless an extension is granted by the Secretary of Revenue.(Section 703 of ,;:the Inherit~nce_and .E.f!t~te Tax A,ct of 1~!>1.) IN THE MATTER OF THE'ESTATE OF }AFFIDAVIT OF-----l:Q.mL§?~~i;;;-;;;~~:id;;;;.;;;.')-----------:::'::'TOR Late of Wasbing.ton.......................................................................County ::.::f-:::::~::--:-:::::::::-----_-J .., .......................................................................................Andr..e:w...."So.tak..................................................................................................................................................................................Esecutor ~of the estate of the above-named decedent being duly sworn,deposeS and say S Decedent 'dJed J.9)11J.~~~.th.)(j.~;.i 19..(.~2;){~aVing a last will, N~me and address of attorney o;}.Patro.no,..Ceisler..and .Edwards . other authorized representative to whom all correspondence should be P.O.Box .63.6,.California,.Pennsylvania... mailed. copy of which is hereto attached.} That as such §':~!?9.)JJ&r.:deponent is familiar with the affairs of said estate and the property con- (";x('cutor·AdminiBtrator) 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 indecedent'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 NonA That the contents of said safe deposit box or boxes are itemized under Schedules of this return,with the exception of the rollowing,ror the reasons hereinarter set rorth: That Schedule A attached h,ereto and made part hereor sets rorth fullv and in"detail all the real property in the Commonwealth or Pennsylvania of which decedent died having an interest therein.It also sets rorth 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 thereor.It also sets forth in the columns prOVided therefore the assessed valuation of each or said parcels,the estimated market value thereor as of date of death or decedent. That Schedule B attached hereto and made part hereor sets rorth fully and in detail all personal property wheresover situated owned by the decedent at the time or death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certiricates or notes and other evidence or in- debtedness or the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax rree,of the United States,or any state,or political subdivision thereor,or or any roreign country,which are owned at the time or death;all wearing apparel,jewelry,silverware,pic- tures,books,works or art,household fUrniture,horses,carriages,automobiles,boats,and any and all other personal chattels or whatsoever kind or nature,lert by decedent,together with the fairly estimated market value thereo~;all bonds and mortga~es held by decedent and or 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 or which decedent died possessed,or whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and ir such estimated fair market value be less than the face value,it sets forth brierly the reasons for such depreciation'as to each item;all moneys payable to the estate from lire insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds or which were payabl~upon the death or 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 ~t the time or death,with the market value thereof at such time. )., In the case of securities of close or family corporations,the values reported are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.·It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Scheoule C attached hereto and made part hereof sets forth'a true answer to each inquiry contained therein a~d in the case of transfers ofproperty,real or personal,within tw~years of decedent's death,iri cohtemplation 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 trlUJs.ferred,the relationshIp'of the transferees to the decedent,the proportionate share received by.each trari~fe~ee 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 co~y of the deed,trust agreement or other instrument creating the trust.Ther~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either ~ndividuall,y..or jointly,by the.will,deed,or other instrument of another, with a copy of the instrument preating such power attachea to the schedule. I'.•••.. That Schedule D attached hereto and made part hereof sets forth the nameS and addresses of all persons beneficially inte·rested in this estate at the time of decedent's death,'the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto .and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gious services,in consequence of the death of the decedent;debts and claims owing and Impaid at time of....death;taxes accrued chargeable for period prior to decedent's death .(except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. ···········~~_i~~;~t;;}·······....······......·..·..·......__..· ·····FJ.ttb-··,~········..····..···..·····..·..·..·······..·..·_.._...-TmTeet Number)....~.~-j . Subscribed and sworn to before me this . .............::=••~l.!.d...day of . ..................................................'..~. S l SHROYER,Notary Public 'Iornia,Washington ~O.,Pa. .'.a~M Commission Expires..:.:.><".;yJanuary 29,1971 NOTE:Be'fore 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 con~leted as above-directed. RCC-34 11-64)• COMMONWEALTH OF PENNSYLVANIA 'oE~PARTMENTOF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" 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 liE".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. $6,000.00 fr ~A ~Af 'lJ 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 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.Ta~es,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. An undivided one-half interest in and to all that certain tract of land situate in California Borough (formerly East:Pike Run Township),Washington County,Pennsylvania,bounded and described as follows: Beginning at a white oak stump by land formerly of Salem Robinson;thence by the same,46 degrees E.28 perches to stones,N.27 1/2 degrees W.112.5 perches to a stone;thence by land of Jefferson 'Duvall Heirs,S.88 degrees E.132.3 perches to the end of a stone fence;thence by land formerly of Andrew Gregg,S.7 degrees W.20 perches to stone;thence S.40 degrees E.41.8 perches to a stone;thence by land now or formerly of Henry Hannen's Heirs,S.39 degrees W.58.4 perches to a stone;thence S.67 1/2 degrees W.12 perches to a stone in a road;thence down the road, S.26 degrees E.21 perches to a stone;thence S. 15 degrees E.46 perches to a stone,S.32 degrees E.22 perches to a stone at the watering trough; thence by land of Alexander 'Duvall Heirs,S~3 degrees E.24 perches to a stone;thence by land formerly of John Hartman,S.45 1/2 degrees W. 31.5 perches to a stone on the North bank of Gorby"'s Run;thence by land formerly of John Gregg,N.52 degrees W.39 perches to a stone;thence by land formerly of John Shanton,N.50 degrees E.9 perches to a stone;'thence N.37 3/4 degrees E.110 perches to the place of beginning.Containing 118 acres,38 perches,strict measure. Excepting and reserving thereout and therefrom all that certain tract of land conveyed by John Carson et ux.to Joseph 'Dunlap,by deed bearing late the 3rd day of October,1874,and recorded in the Recorder's Office aforesaid the 8th day of January,1877,in 'D.H."F",Vol.5,page 510,and described as follows: Beginning at a stone in the creek at the corner of John Hartman land;thence by land of said John Carson,N.7 degrees 40 minutes E.6.75 perches to a fence post;thence N.32 degrees 50 minutes W. 30.2 perches to a stone;thence S.50 1/2 degrees W.14.8 perches to a stone in the creek;thence down the same,by land now or formerly of J.A. Lambert,S.50 degrees E.35 perches to the place of beginning.Containing-2 acres,strict measure,be the same more or less. Insert this total opposite "real property",Schedule "A"in the "As Reported"column on the last page of this return. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH xxxxx (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) ,, conveyance is made subject to an se given to The Peoples Natural Gas sburgh,Pennsylvania, conveyance is also made subject to of the West Penn Power Company as veyed to such company by deed B.Vol.515,page 348. ting and reserving hereout and from force and effect of this deed,all the iver Vein of Coal,together with the as conveyed by John Carson et ux,to' d Cleveland Gas Coal Company by deed 1893 and recorded November 27,1894, 92,p~ge 214, the same one-half undivided interest 1 Sotak died seized in fee simple on The s~id Michael Sotak died intestate was duly administered in the Orphans gton County,Pennsylvania,and de to those proceedings at No.382 The said undivided one-half interest John Sotak,as will appear in the ion and decree,dated January 24, of 1967 A. A.The said adjudication duly certified to the Recorder's . 'ngton County,Pennsylvania,and is . ed Book 1272,at page 73. Thi oil and gas 1 Company of Pi Thi a right-of-wa granted and c recorded in D Exc and out of th Pittsburgh or mining rights, the New York dated April 1, in D.B.Vol. Bei of which Mich June 16,1967 and his estat Court of Wash reference is of 1967 A. A. was awarded t final adjudic 1968 at No.3 and decree wa Office of Was of record in RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TA~ RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY 'A~J,~"\ 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 person~l 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 anyundis tributed estate o~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.--......--_._-------------------......--......------.,--------- I tern No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) Savings account No.5784,Western Pennsylvani~ National Bank,Calif?rnia,Pennsylvania Insert this total opposite "Personal Property",Schedule "B"in X X the "As Reported"column on the last page of this return. $11,243.72 ~~I rCC-~6 CmmON1\TE,\LTH OF PENNSYLVANIA T~\NSl~R INHERITANrs TAX ~~8IDENT DECEDENT SCHEDULE "c" TRANSFEIlS (1)Dirl rlecedent,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)~N~o~_ (2)Did decedent,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)__....,Nu..oL.-__ (3)If the answer to (1).or (2)above is in the affirmative state: (a)Age 'of decedent at time of transfer _ (b)State of decedent's health at time'of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)__N~oL.-___ (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 th~property transferred? (Answer yes dlt no)_--:::N.:.lO~_ (b)The ~ight 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 0 thers -----------------:-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)__~N~oL-__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserverl power to alter,amend,or revoke,or which conld revert to rlecedent 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 decerlent alone or the decedent anrl others? (Answer yes or no)__ NOTE 1:The answers to these questions Should be supporterl by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at rlate of death,dates of transfers anrl to whom transferred,with relationship of transferees to rlecedent,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 tim.ated)DEPT.VALUATION (Dept.-Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. RCC-38 COMMONWEALTH OF P~NNSYLVANIA rHANSl:TH TNHEIUTANCE TAX PlliSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY ,., HiSTRrCTIOIiS: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 brJef description,as indicated tmder Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real·estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-~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.I DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Savings account No.10298,Pittsburgh National Bank,California office,California, Pennsylvania,in the names of John Sotak and Anna Stiene and Andrew Sotak,which was opened on November 27,1967.The balance in the account as of the date of death was $6,242.40,of which one-third is ta:x:able. $2,080.801~ ~~) I I Insert this total opposite "Jointly Owned Property",Schedule ·"E" in the "As Reported"column on the last page of this return.I RCC-37 (12-63) l't):\t:\I\):,\Wr,-\l.TII (IF l'E:'\:'\~YYl.:\NIA TRA"NSFER 1!'\IIEHITA!'\l'E TA-X ,. RESIDENT DEL'EDE!'\T SCHEDULE "D" BENEFICIARIES "• t • • \ h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step,children or DATE INTEREST OFStatefullnamesandaddressesofallwboillegitimatechildrenDECEDENTOFBENEFICIARYa,e an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Andrew Sotak son Yes 1 /'iC:-~:LI"tn.u"treet '1 ~T~n;'".ialJ.fornHl P .-.. Anna Sotak St.;AnA daughter Yes 1 /'i J17 .Pennsylvania AvenueMapleviewCharleTo;PAnn", Elizabeth Sotak Urben ri"'llD'ht.A'Y'Yo""...It' 1 IIG';?9.~..terrace.w.'I -' Fort LauderdR1 A F1 ("\1";n", Suzanna Sotak T ,1;'".,Yo""1/'i b6~15 Wes~rook ~ e roit 'ch;~Rn Rosalia Sotak K~1.1A1k-o"d 1"''''' J.'1 .t11.L!-cresdh n",,,,,,h+'o'Y'Yo""1 /'iManleviel.1 IRl"l Al"();PAnn~ Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE ~IATTER OF THE APPRAISE~,tENT ...JOHN..SOTAK . OF THE EST:\TE OF .;----..,.(Executor-Administrator must complete "As Reported"column #1.) Cl :~~'i::j ::0....~~0 :1-"II>....II>til :l:l ::l til -til 0'c+~::l 'i::j>-1 :1-'~~....II>~til 0x'i::j"gII>:::qcr"'........ (b 'co ,g ~"'"trl P.~... til :'i::j ....,..,.'<II>Ii,..,. ~o''DillIi~';<:j ...Year . P.><THE t No .Will.~ Deceased Late of .California . enc:~ ~:> .,.--..........::0---.........>-<:W en en en()()()F ?"?"?"' ~"i ~~........................ '-" ~~~~~~:-.:....>. \.0 i\);....,.0'..'""""........W b N (:):> ~00 :/>-0 til 0 ~0::0••..~C'O-. \J1 !Xl-;....J 0'0 .... 10 0 :1\)Qo ............,..,. (1:c.. ·00 ~-lin -lin County of Washington. Commonwealth of Pennsylvania REPORT AND APPRAISAL '~J ~'j"", Y\:i GO No.".S171""':i.,.~{)N.'H $Vlvl fJiNlj I:i~~G_~1~1 SfD38~d'i 7"JJSSH& 1S D/li" -'IV 66 1)0 69. GO'....,"'7 :.::1 /-1 ••J .0 ~~ ~:,.: :~ :~ :Q :~: ".~:....,::> \."~:r.:,0:~'().(';~'-I:'-:2'Iv:;,,:0 3........'~:o :;':':..~ •".l D c..N~........ 37-195-7 .-,• R CCoB1 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ANDREW SOTAK IN YOUR REPLY PLEAe£ RE".R TO J In Re:Estate of '-J_o_HN_S_o_T_AK _ WASHINGTON 6'2 69-293______________County -File No.>J- Dear MIJ.Sotak: You are hereby notified that the original appraisement in the estate of John Sotak has been filed in the office of the Register of Wills qf Washington County on November 7 ,19~.Said appraisement reflects-the following valuations: Jt.Held RealEstate _--'----:::-:6:-,~O;.,O;..,O,..;.;.."OO=_=_-- Personal Property l~1~,~24~3~.7~2~---T~_=_=2:_LJ~O_=_80:"-.'-::8:-=O;...,__-- Tota1 ..,....---=.19L;J....3!.:::24::t.!...5c,2=---__ 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-=er~7.L.L!-=1~9c.:.6~9,--_ DATE OF DEATH:January 6,1969 Note:This is not a bill. IL--_ -t. RCC-39 (5-66).. COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of SOTAK, (Last Name) JOHN (First Name) DATE OF DEATH 1-6-69 (Initial) FILE No._6_3_-6_9_-_2_93_ REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B", "C",and "E". Dated:__---=:1::=1'---,;,.07-7--.....:6~9~---01-06=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 VALUE AS REAPPRAISED $-------+-- 1 VALUE AS APPRAISED $6 000 0011,243 7 -EValuationoflifeestatesor 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 FOR USE OF REGISTER ONLY Tax on $-----------f--~ Tax on $~ Tax on $5% nX~$lK Tax on $15% Exemptions * Total Estate ---4-__ TOTAL TAX COMPUTATION OF TAX $--------+--- $--------+--- $--------i-- $--------+-- $--------+-- $--------'---- (*)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 $$----JC',Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $-------.-1L-- Estate tax paid $L- BALANCE DUE $---Jl- Add interest at rate of 6%from E -------lto-----$---------l TOTAL TAX BALANCE $-----~PAID $-J 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. :~~inistratiOn !No Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF JOHN SOTAK Deceased Late of CALFIGJRNIA................................................................... County of ....WASHIIDTON....................................................... Commonwealth of Pennsylvania REPORT AND APPRAISAL , I ...- I~ .. Fonn RCC-2 DEf.ARTMENT OF REVENUE..,.,. BUREAU OF COUNTY COLLECTIONS......- HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE N.QY..~m);;>.~r.7.Jt J::.99..9.. COUNTY Washington • )~~__. FILE NO..§.?=.§9..:.~.??, Whereas,,..,~,<?~~.<?~~~"".,,",.",late of 9..~~.!-:<?,r.P.:.~.,, , , ,.. in the County of :w~.!?h.~,pg,t.9n "Commonwealth of Pennsylvania,having died on the 9.'t.h " " " "day of ~~.~!.y."19.29.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,:w.!..:R.~9.h.~~y"""" ,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future Interest In this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance taxes at the lawful collateral rate on any such future Interest. Unit AppraisementDescriptionofA..et Valua.Made for InheritanceTaxPurpose. $ REALTY: An undivided one-half interest in and tol all that certain tract of land situate in California,I Bourough (formerly East Pike Run Township),Washington County,Pennsylvania.6,000 00 I PERSONALTY : Savings Account No.5484,Western Pennsylaania Natioanal Bank,California •Pennsylvania 11.243 72 JT.HELD: Savings Hcctw~account No.10298,Pittsburgh National Bank.California office.California. Penney1vania.in the nares of John Sotak and Anna Steine and Andrew Sotak,wliich was opened on November 27,1967.2,080 80 Total 19.324 52 form~v~~h hI:":::~:.w~~~r~tol~~:~a~o~e~~;~~;h;~~~~~i=~::i~~e~~~~~~- Appraiser ~j1.A.J.'J (Number_~~~~et)__ ...................................,.,...............................................................................,Penna. (Post Ofllee) ·WAS.Hl..N.G.'l.'QN...................................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JOHN SOTAK Deceased. Late of ...........................................CALIF'ORNAI . Date of Death,~.~.~.;r;y..Jh ),..99.9 . Appraisemel!t Docket Vol.,')7.... Page,)':95.~7 N o...§?::~9..~?.9.'). Filed in Register's Office,....N.9.Y..~mP..~.~....7.,19..P..9.... Amount of tax due,$:.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,·. Appeal f,.om Appraisement,.. Entered and charged,. f-~I LE'f) l ""r'ry'-'-~-~)p""4:11-~..1._v .c ,/ r:!'~:f',L r~.~.:F'I!'~r.c~:(~;·:,1 :\:I.LS ~ ( .'. Form RC C·lO •&.3-G9-~'J0 DEDUCTIONS ALLOWED IN j ~ THE SUM OF ............$..17 ~"'~~'''.1 ,. OFFICE OF THE STATEMENT OF DEBTS REGISTER OF WILLS om m.MD .....~~-lWASHINGTONANDDEDUCTIONS OF COUNTY AND AGENT OF THE COMMONWEALTH ~W"'".~..JI- SOTAK Ca 1 ifornia Borough, ESTATE OF JOHN LATE OF Wa shington CountYI Pennsylvania DATE OF FILING APPRAISEMENTO ctober 22,1969 DATE 01"DEATH January 6,1969 DATI!:NO.OF NAME OF PAYEE REMARKSVOUCHEIt AMOUNT 1969 Ma,..1 1 Rll",,,,o1'Marino Ree:ister Grant of Letters 12 00 11 GUY SERVICE S:RE:Probate of Mar.Rogers Will 15 00 Mar.28 Washington Co.Reports Adv.Grant of Letters 14 00 Apr.11 Observer Publishing Co.Adv.Grant of Letters 14 00 May 15 Russell Marino,Register Four Short Certificates 4 ob June 16 Brownsville Telegraph Adv.House for Sale 7 98' M,..'\,n t Al+o,..io Funeral Home Funera 1 Bill 1,661 00 Or-+ 1%Pal Realty Transfer Tax John D.Woodward Recorder on Deed 48 00 Oct.''.-"I Russell Marino,Register Filing Inventory 10 50.. Oct.Russell Marino,Register Filing this Account 17 00 Oed:patrono Ceisle:t &Edwards Attorneys'Fees 910 00 Oct.Andrew Sotak Executor's Commission 900 00 May 20 Valle y Independent Adv.House for Sale 3.40 Mav 20 Brownsville Telegraph Adv.House for Sale 3 30 June 2 Adam Koncik.Tax Collector 1969 Borough Taxes 42 23 June 4 Valley I ndepende nt Adv.House for Sale 4 76 June 4 West Penn Power Co.Electric Bill 4 15 June 4 Malcolm Morgan 1969 Count y Tax 48 14 June 19 West Penn Power Co.Electric Bill 7 72 July 2 Bell Telephone Co.Phone Bill 1 05 Julv 23 West Penn Power Co.Electric Bill 4 77 - Aug.1 Bell Telephone Co.Phone Bill 1 16 AllO'20 West Penn Power Co.Electric Bill -~- Sent.25 West Penn Power Co.Electric Bill ~~- Oct 15 West Penn Power Co.Electric Bill ,.,n-:> Wes...tern Pa.,N.atipnal B~nk Service Charges 2 50 COMMONWEALTH ~ENN\iYi..'VAN{A I }s.:-VJ ,,(..Y"~U COUNTY OF WASHINGTON I.ANDREW SOTAK Hfi.REBY CERTIFY.THAT.TO THE BEar OF MY KNOWLEDGE AND BELIEF.THI!FOREGOING 18 A JUST AND TRU I!srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES 01" ADMINISTRATION SUBMITTED TO THE ESTATE OF .TOHN SQTAK~r-""o "DUCT'O","'•INHERITANCE TAX PURPOSES. SW0:f:lA;D SUIISC:z:.ED BEFORE ME THIS 9~DAY OP' tIJ/~(L.5.) ~,-LVt./-illL \..././L.'A//._j _~-/12 h AlA-A/~if -,.,~flcHYLlISl.SHROYER Notary Pu c California,Washington Co.,Pa. My Commission Expires January 29,1971 SIGHT HUNDRED BIOHT and 71/100...._ __••...._..• RECEIVl~~D"RBralw~""tI!'so....aT"ArK"",-,-"'E1!l"W""C~R'-->.--------------re-p-r-es-e-n-ti-ng-P-e-nn-s-y-Iv-a-n-ia-'n-h-e-ri-ta-n-ce-o-r--dollars From:C/O ATTYS.PATRONO,CEIStBR &EDWARDS Estate Tax due from the following estate: , I I .Ai.Md",·*#,jWWW§$(z ----~-- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT.PENNSYLVANIA INHERITANCE AND ESTATE .TAX'No.A085366 I r-~---'~--~-'- I Address_8_0_BA_S_T_CHB_S_T_MU_T_S_T_R_S_B_T__-l 2%Tax on $--------$---------r..!! WASHINGTON,PENNSnVANIA 1530 601 T $13,418.56 $808.1170axon-'--'---=-=-=--=:....:..:=----u Date of'Payment _~._J_a_n_u_a_ry-=--~2_0_·,~1_9_1_0_'__-l Name of Decedent _J_O_HN__S_OT_._A_K_'-l $---------lllI $---------11\ %Tax on $$---~-----m; Estate Tax,Act of May 7,1927 15%Tax on $,_Date of Death__1_-_6_-_6_9_--tFileNo.63-69-293 .L $---------1« $_--=-80..:.....;8:......;.-=..7.=.1__TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ I ,,'.~-".-$-----(, ·808.71 ~TIOO ~[P·[L~{lliffilJ~SE A;L .'TOTAL AMOUNT PAID $,=====!~ ,'.,.~"iltd G llfcv ~I:,:NOTE:This Triplicate Receipt to be retained for ,~udi~Pj,:i.95-1 '\---;..)/J ~-.,.~I Received by 'xf.A/l.R...:L.J<.-.:..vrvO NOTE:In accepting the transfer inh;ritan'ce'tax ~~future estates,prior to the death of the j,f~7 -')Signature)td~\. tenant or tenant for years,os evidenced by this receipt,,t is understood that the Commonwealth sholl ~._I,' nat be precluded or prevented from hereafter assessing additional inheritance tax at the death of the -.-J_..L ~..t " life tenont or tenant for years whenever it appears that such additional tax may be legally due and ,\ coltectible for any reason whatsoever..-J Remarks: County W_'_'A_SHI_N_G_T_O_N --j -------_.-------------~---~-'-_._._,_.-._--------_._------:.------------<,,-'----"-".