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Home My WebLink AboutOC1969-0401 - ESTATE OF ERMLICHPETITION SUR AUDIT Testate Form J IN THE ORPHANS' COURT OF WASHINGTON COUNTY Estate of .......... .AJ.m9. .. E.J:Ill.l;i;.c.h .......... : .......................... . No ....... AOl ... o.£..~9..6.9.~----------:·--------~----------- ................................... rt;-----------------------------l ...................... ~ ........................................................ . Fiduciary ... .P.a:ul.ine ... M .•... O:ue.S::t.,.: ........... c: ...... . _______________ Agmini§.tt:9-.:tJ:.i~~--c. .... r ... A •............. Deceased Date of Date of Decedent's death ..... Apr.il...2l..,.. ... l9.6.7 ..... ---------------~-----Grant of Letters ..... .MR-.Y. .. J:L., .... l-.9.9.7. .............................. . This is the ...... F.i;r;_s..:t .. a...ug __ Ei.m;J .. .AQQ.QJJ.Jl:t .............. account filed in this estate If there have been former accounts filed in this estate, list file number or number and term ..... NONE.. .................... . Election to take Under ~will. (cross out one) ""'BYAcquJ.escence .. Date Election Filed Place of; ----------------------------------Record "----------·-------------------- . 1Name of surviving spouse ................... NQn~-------------·····--------------------------: ................... ------------------------------------------·--------· l, List issue, where material: I!, .. ~) (."\ ,. , .... ~r\ •·~ -. . Did decedent marry after execution of will? (indicate) m No. Any children born a.fter execution of will? (indicate) . . ., ~No. If answer yes, name them·--------------------------···········-------------··---------------------------------------------·-;···--------------------------· •. . ------------·----------·--------------------------------------------------------------------··-------·------------------------------------------------------------------··· ---------------. Leg.atees Relationship Gustav Ermlich Husband Adolph Ermlich Son Elsie Hixenbaugh -Deceased -Survived By: Ray Hixenbaugh Robert Hixenbaugh Doris Welsh Grandson Grandson Grandaughter Daughter Elizabeth Mathewson Gustav Henry Ermlich -Deceased -Survived Leo Ermlich Imogene ErmJLich Carl Ermlich Marie Mitchner -Deceased Betty Rutherford Lorraine Rice Dolores Matyas Herman Ermlich Hilbert Ermlich Pauline M. Guest Lucy Thorpe Grandson Grandaughter Son -Survived By: Grandaughter Grandaughter Grandaughter Son Son Daughter Daughter List, if exceptions to above: Adeemed: Revoked: None If partial intestacy, give facts: None Interest None None 1/27 1/27 1/27 1/9 By: 1/18 1/18 1/9 1/27 1/27 1/27 1/9 1/9 1/9 1/9 Lapsed: Fiduciary, if deceased or not sui juris Deceased-no issue Deceased-no issue Sui Juris Sui Juris Sui Juris Sui Juris Sui Juris Incorilpetant -confined in Torrence Stw Hospital Sui Juris Sui Juris Sui Juris Sui Juris Sui Juris Sui Juris Sui Juris Sui Juris Abated: Give Cause: Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of calli of audit? Yes. .iRK. If any exception give cause: ..... NonEL ............................ . File copy of Notice and date of mailing ...... .A.pril ... 30., ... ~9.6.9 ............................................................................................................... . Is estate subject to the filing of a Federal. Estate Tax Return? .......... NQID.~---------------·----·--····················--························ Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .. 2.5.0 .•. 00 ... :1: •.• d.isc.aun1 ................ . If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . --------------------------------------------------------·-··'·······--------N.9.ng _______ . ________________________________________________________________________ ······················· Give Names and addresses of all unpaid creditors Wh'O are legally entitled to notice, tog.ether 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 wiTI as require interpretation by the Court; a r~ference to all questions re- quiring adjudication, and a statement of any other fq9:5 deemed necessary for the preparation of the adjudication: ·• ' ' . . I ' ', .. ,. ') f. ._; ·. :7 . j . ""' "~ •" .. - None .. ----~ ~ -.....~1 Balance for distribution per account, Itemize any additiona1l debits not shown by account: $.1.4 .,:.81.3. .. .3.0 ............ . I J . . ) Total ~dditional debits (Add) $.0 .• ,00 ......................... . ftemizi any addition6·i credits not shown by ' Notary Fees:.Audit Petition ·: Pet. tinder $2500.00 Co~ts Advanced on Inventory Costs Advanced -Postage account: $1.00 1.00 3.00 1.50 Total additional credits (Subtract) $.6 .. .5.0 ......................... . Balance for . distribution $.1~*"8.06 .•. 80. ............ . If balance for distribution is not in cash, list each item held l~ kind, giving appraised Value (or distribution Value); Cash in estate Bank Accounts: ... Mellon National Bank and Trust Company, Charleroi O££ice, Checking Account Mellon National Bank and Trust Company, Charleroi O££ice, Savings Aqpount #3864 Roscoe O££ice o£ Western Pennsylvania National Bank, Savings Account #556 Total $ 52.10 3,188.58 l -. 11 z_5_66 .12 $ 14,806.80 ~~~--~"~-· J If Family Exemption claimed by Petition, give place of Record: ...... None .................................................................. . If Family Ex'emption is claimed at audit, give name, relationship and basis for Claim: ..... None ................................. . •I List any advancement or distribution on account that has been made, and nature and amount of same: None I 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: Ray Hixenbaughi: One twenty-sev.enth Robert Hixenbaugh One twenty-seventh Dori·§ Welsh ' twenty-seventh One Elizabeth Mathewson One ninth Leo Ermlich One eighteenth Im/<ene Ermlich * c.o>.Comm·on:w.ealth'_o.f Penna.. One eighteenth Carl Ermlicfu One ninth Betty Rutherford, One twenty-seventh Lorraine Rice One twenty-seventh Dolores Matyas One twenty--seventh Herman Erml-ich One ninth Hilbert Ermlich One nihth Pauline M. Guest One Ninth Lucy Thorpe One ninth * Miss Imogene Ermlich has been confined to the Torrence State Hospital since November of 1957 and will remain there the rest of her natural life accord- ing to her doctors. Under these circumstances, and since/it now appears that no legal Guardian has been appointed on her behal·f, it is suggested that her share of the Estate be awarded to the Commonwealth of Pennsylvania, Torrence State Hospital, Revenue Agent, for her care and maintenance. ' COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ........ sw.o:rn .................. doth depose and say that the facts set forth in the foregoing petition are true And your petitioner will ever pray, etc. to the best of ........ her .................. knowledge and belief . ..... Sw.:orn ............................... to and subscribed before me th;, __ ,J..tJ.J da! /J. rf~~---···· ay ............... _;r 1969 .. / 11 --~~Y .. 7/f',../.~ ................. . Signature of Offlc~r .. _~\(t ... :··;·~--... a~.~ ~' 1 • I 7·! Title of Officer ....... Na:taqt ... f..ub~iQ ......................... . Office . CAmVJEAN RoSENf'HAl. "WTARY PUBLIC ' exp 1 res. ~:c· ··~·mar 130Rtr; WIISH rNtrun-touNfY· · · · · · •· · · · · · ·• · · DMMISSiON EXPIRE~ MA.R. 12. 1973 Mcinber, PeonsylvaniaAssociation of Notari~' T No. ..4.CU ... o£ ... 19.69 .............................. . Estate of ...... .A-NNA .. ERMLICH .............•........ · ...:. ........................................................................ ---...... ----~--:-......... --..... -.. -------.. -· Deceased Fiduciary ..... P.aulin.e .. M ..... q.ues.t., ........... . .............. Admini.s.:tr.a.t.:r:~-1--··C .• .'I-A~---·· 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-e; and divisions thereof: shown on pages' 23-24 .. · 1. Written praecipes of all Counsel in the case. 2. Copy of :order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. Proof of service of above. 5: Letters Testamentary or Administration C. T. A. or an attest copy of Will. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto . ......... Hm~~};.9 .. JI. .•.... C.R..+.f:].on_,_~_E-_s.g_uix.~--· Attorney ~~2 I •' ,. , . . \'"' \. ~:· ' "/ ,,·' .. '\'-•' ........ \> ,;-' .... (" ..... ,•: ~ .... "r, ' ::: <J .': ...... -'l> ·r· . !'": [. ,_. ~ • l -~'r."'JGr-: 'J .. -::: ~. : --t /t-.,. ~ ~ .: ~:--~~. ': .. :: ~·.' ..... ··'"'"'""" :"' .-~ ............ -o .,..l'.'" ,.., ~ ,; .. •• •. '/tJ• ... f~J-.••. " ,· ~ ...... fJ" •• ~ ... ~~,.. .......... t \( " . ;t.{l~ " li -..r~ \1. ~!1~:1 .~ -~ •.. "-" ,,,\ . 11ilitlll'l'" In Re: Estate of HOWARD F. CARSON ATTORNEY AT LAW CHARLEROI, PENNSYLVANIA FORMAL NOTJ;CE OF AUDIT Charleroi, Pa. Anna Ermlich Deceased ----~A~p~r~i~l~2~9'+~~129~6~9~--------•--- You are hereby nortified that the undersigned nduciary has filed with the Register of Wills of __ .....Jw~a'""'s~h!i.o!i6..!n~<J;;;~....~:.t-"'o~n!_ _________ . County, Pa., h....,i""s __ First and Final Account ,in 'the administration of the above estate and that the same will be presented for confirmation and for audit, if no exceptions are filed there:to within the periOd provided by law. Audit will be held _ _l'hursday, May 22, 1969 and continued, if need be, unti1 the whole has been disJi>osed lO:ooa.m. EDST, at Court House of. Please take notice that if you have a claim against such estate, either as creditor, heir, de- visee or in any capacity whatever, which has not been paid or satisfied, you must now take such steps as you may consider proper to adequate,ly protect your claim. The: filing of any proof or statement of your claim with ei,ther the fiduciary or the undersigned attorney for ;the estate does not relieve you of the responsibility of protecting your claim. Very truly yours, Howard F. Carson Attorney £or Pauline M. Guest, Administratrix, C.T.A. ---~-.. ·~--.. In tqr Qtnurt nf <ttnmumn Jtlrns nf llns4ingtnn Q!nuuty. Jrnnsylunnin. ·®tplTnns' Qtnurt llinisinn ESTATE OF No. 401 of 1969 Anna Ermlich, alias Annie Ermlich, Deceased. In the matter of the First and Final Account of Pauline M. Guest, Administratrix C. T .A. ADJUDICATION AND DECREE And now May rJL fe , 19~, this matter came on for hearing, audit and distribution at this session and testimony ta~n; and thereupon, upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $ 14,806.80 · and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid.out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed. sec. reg. or on appeal be token herefrom sec. leg. .~ .:tt!f!: SCHEDULE OF DISTRIBUTION Balance per account. ________________ _ Additional credit asked at audit 6.50 Balance'--------------------- Deduct Clerk's Co·sts & Receipl--------------35.00 At'torney __ _;H=o~w:..:::·a::.;.r..:::d:...;F~. ~C~a:;:;;r::.:s:;;;.;o~n.:.-_________ _ Ray Hixenbaugh, grandson, child of Elsie Hixenbaugh, a deceased daughter, 1/3 of 1/9 residue, 547.11 Robert Hixenbaugh, grandson, child of Elsie Hixenbaugh, a deceased daughter, 1/3 of 1/9 residue, 547.10 Doris Welsh, granddaughter, child of Elsie Hixenbaugh, a deceased daughter, 1/3 of 1/9 residue, I 547.10 Elizabeth Mathewson, daughter, 1/9 residue, 11641.32 Leo Ermlich, grandson, child of Gustav Henry Ermlich, · a deceased son, 1/2 of 1/9 residue~ I Guardian to be appointed for Imogene Ermlich, grand-j daughter, an inmate at Torrance State Hospital, child of 1 Gustav Henry Ermlich, a deceased son, 1/2 of 1/9 820.66 residue, 820.66 Carl Ermlich, son, 1/9 residue, 1641.31 Betty Rutherford, granddaughter, child of Marie Mitchner, a deceased daughter, 1/3 of 1/9 residue, 547.10 $14,771.80 ,J ' '. :J . u J 0 > ::J z -n. p ~ §11 s -+ ::r c: CD ty i a 3 i 0 0 ~ --..... ... ~ 0 a -s:-..... = CD t = = .. -~ s +Q. ~ +Q. J +Q. j • .v -' \ \'' \ ' J ' .. --' . \'-1._ J --) ) f J ~ . \ .... J ·~j ) i (, _J _-JJ J ,) ) J ~ ~ r J.l " ..J~ '---" ..) ·I (_ J j --( Jj j ' ~ J ~J ~ .) J j J L ) J J jj . \ ~J ) i.. ,__.,j Lorraine Rice, granddaughter, child of Marie .Mitchner, a deceased daughter, 1/3 of 1/9 residue, 547.10 Dolores Matyas, granddaughter, child of Marie Mitchner, a deceased daughter, 1/3 of 1/9 residue, 547.10 Herman Ermlich, son, 1/9 residue, 1641.31 Hilbert Ermlich, son, 1/9 residue, 1641.31 Pauline ]\11. Guest, daughter, 1/9 residue,;: 1641.31 Lucy Thorpe, daughter, 1/9 residue, 1641.31 No balance. •, l en ~ ~7 (v) z:: :::----: 0.... .... ::) :7!1' ~ . ' ·"'-ti _j X. t :::;, ---;): -en N 'l-~ '-0 .. . \'- 0 (/). .d_:.. z -J.CL --J .. cr.::;:d < ..-o· ... ... f.· """'" ·'-o:Z: I CJ --.r.::::· !-" · tti w 0· U) t-:Z, V)~:= :::::> 0 -':-, ""' LU U'), ...._'<t;: C:::$ ,}":' ' J j v. . ,. J ' ' 0 .... . " ~ . j l ~ 8 c ~ 0 .... C. , •.U Dln.a4iugtnn OJnuuty, .a .a: I, ---------~~-~-~P.~~~~---~-~---~?.~~-~-!~-----------------------Register for the Pr~bate of Wills and granting Letters of Administration,. in and for the County of lVashington and Commonwealth of Pennsylvania: Pauline M. Guest To --"----------c·rx·--------------··------------------------------------------------------------------------------- Administratorot all ~nd ~ingular, the goods-and dz.attels, rights and credits remaining unadmin~stered, which were of-7-----~~~~---~~?:-_!_<?_!?-____ ~~-~--------- ---~-~~;_! ___ ~~-~~-~~---------------------------------------------------late of the said County, -' deceased, with a copy of deceased's will annexed, GREETING: 1 . . Anna Ermlibh aka. Annie.Ermlich ' H .hereas, the sa~d-----------------------.. -------------------------------------------------------------------------- . her l'f · d her l W 'll d T · · · · IJL ________________ t et~me, ma e ........ ·-·------------ast 1 an estament zn wntzng, . 11th May 967 ~ . . she wk~.eh was duly proved on the ____________________ day of-----------------------··------------A. D., r__ ______ hamng, 7.Vh!lst _____________ _ lived, and at the time of~~-decease, divers goods and chattels, rights and credits, within the said County, by tneans 7.vhereof the full disposition and power of gnnting letters of administration thereof, is manifestly known to belong to me; Therefore desiring that the goods cmd chattels, rights and credits which were of the said deceased, and which remain unadministered, may be well and truly administered, converted and . . disposed of according to the tenor and effect of the nid deceased's will and according to law, I do hereby grant u"nto you the said----------~-~~]:~-~-~---~-~----?.~~-~-~--------------------------------------------------------------------------------------:- -~--------------------------------------------------------------------------------,·-------·-----------·----------·-.. ----·-·----------------------------------------------------------· _____________ : _______ , ________________________________ : _____________________ (in whose fidelity in this behalf I very 111uch confide,) full power lYJI the tenor of these presents, to administer the goods, chattels, rights and credits renwining mmdministered, which were of the said deceased, within the said County, as also to ask, collect levy, re- cover and receive the credits whatsoever of the said deceased, 'which at the time of__ ___ !?-_f!.!:death ·were owing, or did in any way belong to .. J~:~~and to pay the debts in which the said deceased stood obliged, so far forth as the said goods and chattels, rights an¢ credits will extend, according to their rate and order of law,· especially of well and truly administering the goods and chattels, rights and credits retnaining unadminister- ed~ which were 'of the said deceased, according to the tenor and effect of said deceased's will, mid according to law; and making a true and perfect inventory and conscionable appraisentent thereof, and exhibiting the same into the Register's Office, at Washington, on or before the ____________________ day of-------------------------------- next, ensuing, and also a true and just account, calculation, and reclwning of your administration, upon l oath t d th · · f. · h h ' yo1tr so entn------------------------------------o ren er at e expzratzon o szx mont s, or w en legally thereunto re- qui,red; and I do by these presents ordain, constitute and depute you, the said·------------------·---------------·------------. . . Pauline M. Guest ----------·------------------------------------------------·------------------------------·----------.---'--------·------------------·----------------------------------------~--------· administrat or CTA of all and singular the goods and chattels, rights and credits, which remain unadministered and which were of the said deceased, u.:ith a copy of said deceased's Will annexed · . ' within the· limits afore·said; saving harmless and forever indemnifying me an~ all other officers against all persons by reason of your administration aforesaid, and saving all others their rights, &c. ~U Wtatimnuy llq.rrtnf, I have lzer:eunt~ set my hand and {},!fixed the seal of said offica at Washington, tbe ______ )._'l;_th ....... day o,f--------.-!:'!~'1---------·------·-----------------------------------------in the year of our Lord one thousand, nine hundred and _______ ~!-~~1..:~-~.!r------------------------· ... ./ '~~~~-W ... L~I.u.L.:.:~. ( 1 ~~-. ·---y--Register .. .I,.Anna Ermlieh--------, •f Steckdale,----------Ceunty of Washington L~d State ef Pennsylvania-------being of seund mind, mem•ry and understanding, de make and publish this my last Will and ~estament, hereby revoking and making veid all former Wills by me at any time h•~•- tofore made. lsr. I ~irect that all my just debts and funeral expenses shall first be paid as soon as possible after my demise. 2nd. T:o my ten ehildre:m, Adolph, Elsie Hixenbaugh, Elizabeth Mathewson, Gustav Henry, Carl, Mabie Mitchner, Herman, Hilbert, Pauline and Lucy, I will and bequeath share and share alike in all or any money that may be in the bank, or a~y place else, at the time of my damise, or which may be my share ef any joint bank account; said ~hares te be given te each one ef my children as they shall become of age, and the shares of these under twemty-one shall be kept in trust until such time as they shall reach their majority. )rd. I will and bequeath te my husband, Gustav Ermlich, all my Real Estate, wherever located, whether in my name 0r my shar·e of any joint ownership; jhe to have the same during his life; and at his death to be divided equally among the aforementioned children• 4th. The residue of my estate I will and bequeath to my husband, Gust•av Ermlich. I do hereby make, constitute and appoint Gustav Ermlich, my husband, to be Executor of this my last Will and Testament without b~nd. IN WITNESS WHEREOF, I~ Anna Ermlich, the Testatrix above named, have hereunto subscribed my name and affixed my seal, the Nineteenth day of November in the year of our Lord one thousand nine hundred Twenty- Four. Anna Ermlich (SEAL) Signed, sealed, published and declared by the above named Anna Ermlich as and tor her last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request as witnesses thereto in the presence of the said Testat and ot each other. t i, ~-.....-· Joe T. S. Cowen Margaret Nieolette j~, (1 ~ ·~ LETTERS OF ADMINISTRATION U.~ CT. A ESTATE OF ANNA ERMLICH aka ANNIE ERMLICH I I ! I Affi~uuit ®f 1£xrrutnr ®r Abministrutnr ~tatr nf Jrnnnyluania. t as: ClJ,nunty of lhta~ingtnn \ Personally before me, the undersigned authority, a ...... " .... N.R.t.ra*.Jl .... P.ub~i.c ....................... ..in and for said County and State, appeared ........................... P..a.ul.ine ... M.A .... Gue.s..t ...... · ............................................... who, being duly sworn according to law, deposes and says that she is the mctXJDo.x:»rcadministrator of the estate of ................. 1\.n.na ... E:t:m~i.ch .................................................................. deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of... ........ Ann.a ... EJ:mlicb ....................... , deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each item made by the above named~ Administrator. Sworn and subscribed before me this.~.1..d.. l day ofJJW/j_-~M.£~ .. ; ................... ~.19.~ .. /... ..... {./; ...... : ......... ;; .. ··· ...... ~ ... .. -' · ADDITIONAL INSTRUCTIONS .......... ·.P.~~7ll...r .... ~ ... plmtMXAdministrator l. An inventory ~ust be filed within three months after appointment of personal representative. 2. A supplementarinventory must be filed within thirty days of discovery of additional assets. 3. 1 Oriiir1al ana 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- CATHY JWf ROSENTHAtl~inlfy Cofry of Will and copy of Federal Estate Tax Return. CHARLEROI BORO, WASHIN~~N rio~N~ REFERENCE FOR ADDITIONAL COPY ::.;~MMISSION £~PIRES MAR.l2, 1973 Act of 1947 P. L. 513 Sec. 5 .. 2, 72 P. S. 4844.2 er, Penns~lvan.aAssociation of Notaries lluurutnrg aub .Apprai.sttittut of the goods and chattels, rights and credits which were of .................... Ano.a ... Er.m.licb ...................................... Jate of ................ S.:tockdal.e. ................................................... .. Washington County, Pa., taken and made in conformity with the above affidavit. DOLLARS CENTS PERSONAJLTY :· Charleroi o££ice o£ Mellon National Bank and Trust Company, Savings Account #3864 5,263 74 Roscoe O££ice o£ Western Pennsylvania National Bank, Savings Account #556 11,793 98 TOTAL: 17,057 72 . • ' .. "c:3 ·("V"l ('V'l ::::: 0-"' 0 ("o..J. w % _j ::;:::) ~ c:n Ll-u:;J ... -'(/)~ ·o -l'O.. .. ;z:_ . -.:J : • .-·~c(!} 0::::~0 <;;:, '-' --td .. ~--~- .;;r.. o·+ ·e:> _j O;:lf'- _j w ·C.'9 u.J:t-·.2: (f) rn·=:-U)--::I: :::>0<-<h a:: Lt-1.~ .o;:::;.~ -~ ~t~ I'' : ~yd ''00 tW,!O~U~S\fiA tri1t1A ~Q l.r31SW"3iJ onm·n4 .,,-assmt .QS 2\ ~d \ Hd~ 69, '0'31\:1 ,. I STATE OF PENNSYLVANIA, WASHIN.GTON COUNTY, ~ ss, The wi~hin named Accountan't being duly sworn according to law, deposes and say.3 that ithe above account as stated is true· and correct as ............. ~J::l-~----------------------verily believes Sworn and subscribed before me this .... ~--2~--- day of _____________ March __________________________ 19 ... 69 ..... _____ e_~----~--~-----#~-~~-~-~---,; · ........ _· . -. . .... ~ :;" --.ad, ....... '• ~-- Warshington County, ss: CATHY JEAN ROSENTHAl, ~OTARY PUBLIC - CHAR: EROI BORO, WASHINGTON COUNTY ilY COMMISSION EXPIRES MAR, 12. 1973 Member, Pennsylvania Association of Notaries ~ a• "'i'' Ad f/1 _ -__ l!f ___ ~-----r~ne M. Guest 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'tUite and Rule of Court, as evidenced by proofs thereof filed to No ... .lf.:.Ltf: __ A_ __ ~J.9.~-f Witness my hand and official •seal this ...... b~-----------·-·· dayof _________ ~~~::?.k~ Register of Wills ""' 0 L~. l ..., = ::::! 0 00 ; t) ICS'.. ._ i ~ . c:x:! ' ~ Jo .: +o:l :: ~ ' I :i 5 ·: ~ 1-.-,_~., ...... __ ~ .... --........ --~-·t· , .. i 0 i . .: ::::! : Q) ' 0 : 0 f'} t ~I" : ,..1:::1 '\ [ti-l : t) II ,, ,\ . t) < <.N ~! P:< ~ ~ 0 a l 1':<1 H E-< ...:I < E-< -~ 'd. w ~ 1':<1 Wi Q)i i ~i ~ ~ Q)l , oi Z: Q); c:x;i Oi 1 l 1 j 0 z ~-- .. "' H H (/l "' ~ u: :::1 : ~ oj. i Xi • •rl: ~ ~--~: : f-l; ~ ro: 2i Hi H f-li !--1 UJ: :::1 •rli <11 c: 0-; •rli : s: I~ I,)~ t r: 0 ; ,.. ... , . :> . . "' . • . <It 11' l <; ~ ~il'h> \ : l . . . ,l r' ·II 1, ~ , t ~ . • ·s· arlr PH 1c s l r' \: - l· ~u~t:cll ~AlfUtU:» r ' .~'-ii;v'i-...-. . 1\'1. • .<,. :REt~S.tf:~tl orr WHll~ WASIHiU,GTCtll CO •• PA, . ~ ~ 1-. . .. ... : t) : ~ : 0 ci< ~! ~ ~~ oi 8 Uli""' ~ ~-i~ I-Ii ~ ')... ro: ~ Ul : '8 Oi 8 .~ (J) : •.-4: ... . ij:l :~ P< io i< i l:l i >4 .: : ::::! : ril ~I ~ 0 i"O t) t) = cO cO 'Ol = 6; ~ :a ..., 1-1: ~ ..., "' ro: -~ ·~ 'bij ~i Q) 0 Q) ~ o: ..., ,<:l :tl ~ ..., 0 ~ =~: '0 : ... ~ .,.; 0 < ..... ..... ~ . . •1 j. ··- f ', The Court is respectfully requested to determine proper distributijl.~ F ~ Howard F. Carson Counsel ror Accountant 1969 THE FIRST AND FINAL ACCOUNT OF PAULINE M. GUEST, ADM[NISTRATRIX, C.T.A., OF THE ESTATE OF ANNA ERMLICH, LATE OF THE BOROUGH OF STOCKDALE, WASHINGTON COUNTY, PENNSYLVANIA. The Accountant is charged as follows: April 1 Per Inventory and Appraisement filed Income Debits -Page 2 TOTAL ASSETS AND INCOME R E C A P I T U L A T I 0 N Total Assets and Income Less: Credits claimed out of Assets -Pages 3 & 4 NET FOR DISTRIBUTION S T A T U S 0 F ESTATE Cash in Estate Bank Accounts: Mellon National Bank and Trust Company, Charleroi Office, Checking Account Mellon National Bank and Trust Company, Charleroi Office, Savings Account #3864 Roscoe Office of Western Pennsylvania National Bank, Savings Account #556 TOTAL NET ASSETS AVAILABLE FOR DISTRIBUTION $ 17,057.72 2,266.75 $ 19,324.47 $ 19,324.47 4,511.17 $ 14,813.30 $ 58.60 3,188.58 11,566.12 $ 14,813.30 Date 1967 May June Oct. Nov. Dec. 1968 May June July Nov. Dec. 1969 March ' ' R E C E I P T S The Accountant is charged with the following Items o£ Imcome; to wit: Payor 1 Mellon National Bank 30 Western Pennsylvania National Bank 16 Mellon National Bank 1 Mellon National Bank 31 Western Pennsylvania National Bank 1 Mellon National Bank 30 Western Pennsylvania National Bank 19 C. S. Bateman Agency 1 Mellon National Ba11 k 30 Western Pennsylvania National Bank 17 Estate of Gustav Ermlich Items Interest on Savings Interest on Savings Refund on Service Charge Interest on Savings Interest on Savings Inte:rest on Savings Interest on Savings Refund on Fire Insurance Interest on Savings Interest on Savings Award for Distribution as per Decree of Court made March 17, 1969 TOTAL DEBITS - 2 - $ Amount 105.26 235.86 2.07 65.38 240.58 66.68 245.40 15.00 62.52 250.30 977.70 $ 2,266.75 Date 1967 May June July Aug. Sept. 1 Oct. 1968 April May July Aug. > ' C R E D I T S The accountant claims credits out of the assets of the Estate: Payee 16 Ruth Eckert Funeral Home 16 Joseph J. Buch, M.D. 16 C. Ramaswamy, M.D. 16 Josephine Douglas, Agent 25 C. S. Bateman Agency 25 C. S. Bateman Agency 25 F. J. Buckley Agency 2 Charleroi-Monessen Hospital 3 Mell.on National Bank 12 Russell Marino, County Treasurer 1 Mellon National Bank Li Theodore Gialames, Tax Collector 1 Mellon National Bank 2 Mellon National Bank 24 c. s. Bateman Agency 24 c. s. Ba t:eman Agency 3 F. J. Buckley Agency 19 Malcolm L. Morgan, County Treasurer 12 Theodore Gialames, Tax Collector Items Complete Funeral Bill Bill for Hospital Care Consultation Fee Payment on Account of Inheritance Tax Owners & Tenants Liability Insurance Fire Insurance Renewal Administratrix's Bond Balance of Decedent's Bill through 4/21/67 Service Charge County Taxes for 1967 Service Charge School and Borough Amount $ 1,.337.00 70.00 25.00 250.00 10.00 15.00 110.00 44.60 0.81 35.18 0.63 Taxes for 1967 137.39 Service Charge 0.63 Service Charge 0.81 Liability Insurance Renewal 10.00 Fire Insurance Renewal 15.00 Administratrix's Bond .110.00 County Taxes for 1968 40.20 School and Borough Taxes for 1968 150.35 Sept. 18 C. S. Bateman Agency Appraisal Fee on Real Estate 25.00 Sub-Total Forwarded $ 2,387.60 - 3 - . ' C R E D I T S 1969 March 27 Howard F. Carson 5/11/67 Josephine Douglas, Register of Wills 5/16/67 Washington County Reports 8/21/67 Valley Independent March 27 Wylie S. Rittenhouse 27 Howard F. Carson, Esquire 27 Pauline M. Guest 27 Howard F. Carson 27 Cathy J. Rosenthal 27 Russell Marino, Clerk of Orphan's Court ..... C 0 N T I N U E D Sub-Total Forwarded . $ 2,387.60 Reimbursement of Costs Advanced: Probate of Will and 2 Short Certs. $20.50 Advertising 12.50 Advertising 10.50 Auctioneering Services On Account of Filing Petition 3/24/69 Attorney's Fees Executrix's Commission Balance of Attorney's Fees Notary Fees on Inventory, RCC #33, Account, RCC #10. Filing of Account 43.50 66.00 7.50 100.00 965.73 916.84 6.00 18.00 TOTAL CREDITS $ 4, 5_11. 17 - 4 - .. ~· . ' ' r· f Washington County Reports· fKk~:MAINx!lR!tE£:1: 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 W ASHINCTON ) STATE OF PENNSYLVANIA I ss. Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he_ is the Editor of the WASHINGTON COUNTY REPORTS, the official legal periodical for said Washington County, 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 a:s printed or published, which appeared in the said legal periodical in its regular issues on the following dates: May 25, 1967 -----------~~-~-~----~-~----~--'----~-??.? ________________________________ _ 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 . • • • • • • • • • • • • • • • • • ERMLICH, ANNA, a/k/a ANNIE ERM-LICH, Dec'd. Late of Stockdale, Washington Coun-ty, Penna. Administratrix C.T.A.: Pauline M. · Guest, 208 McKean Ave., Charleroi, Penna. Attorney: Howard F. Carson, 212 Fourth St., Charleroi, Pa. ...:' I '-. Proof of Publication of Notice· i'n The Valley Independent Under Act No. 587, Approved May 16, 1929, P. L. 1784, as amended by Act. No. 51 of April 24, 1931, P. L. 67 State of Pennsylvania County of Westmoreland }ss: Personally appeared before me William H. Pore, Secretary of Mon Valley Newspapers, Inc., a Penn- sylvania corporation, publisher of The Valley Independent, who, being duly sworn, deposes and says that The Valley Independent is a daily newspaper of general circulation in Fayette, Washington. and Westm6reland 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, May 25, 1967 Jpne ] and a. J 967 Affiant further deposes and says that he is General Manager of The Valley Independent, a doily newspaper of general circulation, and as such is authorized to verify the foregoing statement under oath, and Afficint 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. ' COPY of NOTICE -Lett~rs 'of administration. ·c~T.A .. ori! the· estate of Anna Ermlich, alias Ann~·e Ermlich late of ,stockdale~ iWastiinllton County, deceased, having··· been ·9riintea by.: the Register of Washington County, 1 notice. is. he .. rebY given to al.l persons ... In· I. debted to said estate to make im'medi· ' ate ··:payment, and to t h o s e having claims ·_against:.the same , .• _to,,_pr€:~nt them. wothout delay to Paullrie>M .. Guestt Ailministratrix, C.T.A.,'J 208 ··McKean\ , Avenue, 'Charleroi, Pa., '\Howard: F. "'Cor-·j , I son, attorney, 212 Fourth'·St.,' Char!eroi, I I Pa. . . : . 5:251!,=1,8 I STATEMENT OF ADVERTISING COSTS: Howard F. Carson, Attorney at Law 212 Fourth Street Charleroi, Pa. 15022 TO MON VALLEY NEWSPAPERS, INC., DR. For publishing the notice or advertisement attached hereto in The Valley Independent on above stated dates .................. $ 10 • 00 Notary ........ :.................. .................. ......... .................. $ • 50 Total .......................................................................... $ 10.50 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 cmd publication costs and certi- fies that the same have been duly paid. '- MON VALLEY NEWSPAPERS, INC. By lfn tqr QI)rp qaun · illnurt nf lfanqingtnn C!Inunty In the matter of the Audit of Account in Estate of Anna Ermlich No .. __ _ ----""4,0:-=l,____,.o...,.f~---• 19___Q2_, A. A. t) TO THE AUDITING JUDGE: Enter ___ _,m'-".,Xy _____ appearance for Accountant, Pauline M. Guest, Administra- trjx, C T.A. 22nd day of. ___ .J.!Mua~YIL--------• 19 69 N. B.-Counsel shall, by separate paper, present a concise statement of each claim, with supporting calcJfl'ation of any interest claimed. Objections to an. account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. J ------ No. __ -'-_ 401 o£ , 19Q_2_, 1A.A. In re Audit of Account ih Estate of ANNA ERMLICH AUDIT Jrartipr fnr Appraranrr ~ . VJ< t"o.J O...Jfi.. 2-.l .. I('V") ~~e) <~ ;s: 'Q ::r::: -< -a... Jli~~ -... -0 0 ,_j o! ~ c-...; -...... ; tLJ t.::: Ll..l w r-:~· mm::.:;: :s::. (}') -....._ --~-......J = ...._.0 t/3 ---:, a ~ :oct -c;:r::, (;C:3: U-1\.0 !}-" .. FOR Pauline M. Guas..t,_ Administratrix, C~.~A~.-- Huward F. Carson. Esa. 7 Attorney ... ::0============== ,~~2 tj/'~u/t,;e/ 9/~ J. ~P3on ~l'oM~ and ~u.n~e//o_., a/ 2a.rv Y/ia;r/e;rot; ~nM~If.a,;_t"a May 14, 1969 Mrs. Beatrice v. Ermlich Route 2 .. Box 73 Pass Christian,· Miss~ 3~571 '~ Mrs. Rrmlich: 15022 dea ~a!e.fU :%/'jAAo.ne 4J'.Y-6'.5'tJJ Your two notes both mailed in the same envelope on May 9, 1969 .have been received~ As time ls of the essence all. I can now do is to intorm tbe Court and the State Reven~e Agent at Torrance . of. yo\U' poaition.. .IT WILL BE UP TO YoU TO PROTE9T WHAT YOU CLAIM TO BE YOURRIGJTS. This means.tl;tat it will be advisable for you to come to the Audit on May 22nd~ .. or to retain an· .. attorney to repr~sent you at t~t time, or bo'th, as you may desire. In response to your letters·it appeus that theSocial ~ecurity Administration hasbe~n recognizing you·as the "natural guardian" o:f. yo~ daughter, b\Ut, .under Pennsylvania Law i.t i.s quite normal tor. a formal Guardian to be required for an incompetent·person. I. wiii caii the Co~_t•s attention to the~ last sentence of your letter' where you said:. uit may be sent .to the State. ot Pa. to be credited to the estate. o:f Gustav'' H"~ Ermlich ~ n From what ·I have ·been. i~:formed by tf!lephone by ttle Revenue J\,_gent · a:f~orrartce a ~ consid~rable. deficiency has deve~'oped in· your~· daughter's account •.. · 11 · As to ··what contacts· .wt~l .~e made. betweenthe .. R~venue Agent . and -t~e · S~eial' Security Administr~·tion will -,bE! up ~o, the··>Reve~ue Agent I ,. and no.t to me. '! ••• · · • .·;< ~~ ,r < ·· · : · • il j -~·. ~ Very .truly yours, · -,, ~~~~ !h. . . . ·~ Howard F. Carson ~--. .. ,-"!'"' .• ~ -~ . ,( .;;., . ., .. ·. .t.; ~-~ .... J'l:~aPr/ $. ~.iHon -· .Yi//;~A; .· aAd ~~A~//o/' a/ 2,;16 _ ¢~NA3e/ • . : ~a:/'k/';t. .. fAnn~ha:nt"a: .-dea. ~de 4:1:.? :%¥£;ae. ~MJ-6'.5'tJJ . ge~-f. ~/'&0~ '' 15022 ' ··:.' .May 14 , 19 69 Torre'rice State Ho$pi tal Torrence; .Pei:msy.lvania Attn: Revenue Agent • ·· · In :re: ·Imogene Erml ich ·oaar Sir:. "'!''' -'0 .. .. IJi. ""· Enclosed you .will .find c6p~.es of the t.~O;c notes I >r~ceived. -/ from Mrs:-·seatrice Ermlich on May 9th} r~g&:.r.?-in~:~ef .st~·,t~s· as Guardu.\n ·for her daughter. As far: as.1we ~ca.nisee ·she.-has ..... . . • ' >~, .... ~·· n /.···· '1.·. -~' \:<! ~ ... ~·o· '• ;• ...... . not -bee~ ~ppointed as such ~Y the State. The,refote, we have advised 'her to .either be .presen1;.··tn Cou:rt on· the day .of· the Audit ·or have Counsel there to iepresen.t her. ·· ·· * l ~'-~-" '1 · ·' , · ·· , . . . •· . :/ ~-. ,,;,{'!,. i <<.·;• • ,., .. ; .~-' j .-i ;~ L ,. ,. r ... t. believe. it is· in the best. :lnterests ot all .concer.ned to have the ,Cour-t_-. decide who is to recel~ve Imogene's sharce of the ·Esta·te: · · · --\:·.t,: ''·,.' _;-, ;.;· ·;, 'fT, · ·. · ~ ; · ,-. SincE!rely yours; "'· '-· ~ ' , ~ · ·· ' Howard F. Carson .. HFC/cr Encl. '·. •'; ~ .\ ·~~;.',. ·~~'& ~,,~;>., v~l.k.:<.<; ':-,~\~\~}'::::_, ~ ' . . . '~ -:,\:' " . ' ~'It Z,"\.')\')'o,~~ :~,· _")1)>\.~'\~')\'\~ "''~sQ "" "~"~"~·~ )i~~ -~; .. :~~'9:. • ' '\~ • ~ .,<::,..') ll)'l.'\\i'I)~V~~\"->-"--• N~l'-"' ,~ •• ~!N:_). ~ . ___ .. . t ~-!:I 4 ~-~.:;.~'. ~::;: "j ;:;;l ~ ~ !"~ :_:.h·} .. -~ .. i {~ 'f t: ... :. ~1 l\ \l _: \ .. ~ · . ..tL ·:·f" ~~. t ~"::' :!"~!:~ l·:. t~.l.) 6. ,.'!~~ ( ·. ~ :·· ':l~;1tr~S! ~ ~-~~--~ s ~ . ....... -....... 11' ·• ... I ' , . ... ~A!.., .. \::,~-.:..~ t J '_.;;.rJ t_:: .-_,-1 l-IFC/cr 1 ~ i3p 6/9/69 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF ANNA ERMLICH' Deceased. ) ) No. 401 of 1969 PAY TRANSCRIPT AND NOW, this ~d. day of , 1969, the undersigned do hereby acknowledge to have ece· ed from Pauline M. Guest, Administratrix, C.T.A., of the Estate o Anna Ermlich, dec- eased, the sum of money set opposite their names, being the sum of money awarded at the audit of the above estate, and, do further waive the right to file exceptions to the adjudication and the right of appeal from the adjudication, and, agree that the Adminis- tratrix may forthwith make distribution in accordance with the terms of the adjudication. RUSSELL MARINO, Clerk's Costs, RAY HIXENBAUGH, grandson, l/27 balance of resfdue; ·. · · • ~ ROBERT HIXENBAUGH, grand- son, 1/27 balance of residue, DORIS WELSH, granddaughter, 1/27 balance of residue, CARL ERMLICH, son, ~1/9 balance of residue, BETTY RUTHERFORD, granddaugh- ter,·· 1/27 baJance of .. l:'esidue, .: LORRAINE RICE, granddaughter, ~1/27 balance of residue, 1 DOLORES MATYAS, granddaughter, 1/27 balance of residue, HERMAN ERMLICH, son, 1/9 balance o£ residue, HILBERT ERMLICH, son, 1/9 balance of residue, PAULINE ·M ~··.GUEST, daughter, 1/9 balance o£ residue, LUCY THORPE, daughter; 1/9 balance of residue, 547.10,~-~~.1 1641.3.1.~. q;:~lJ 1641.31~~'/ 1641.31 v/2~1-e 7lj, ~~ 1641.31 ~ 1kzt e, j HFC/cr 1 ~ 2p 6/6/69 IN THE ORPHANS·' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ESTATE OF ANNA ERMLICH, Deceased. ) ) No. 401 .of 1969. PAY 1RANSCRIPT .AND Now·, this df' (C day of ~---~ ..~~ , 1969, the undersigned does hereby acknowledge t~~d from .Pauline M. Guest, Administratrix C.T.A., of the Estate of Anna Ermlich, deceased, the sum of money set opposite h.er: name;·. beibg·; the sum of money awarded at the audit of the above estate, and, does further waive the right to file exceptions to the adjudication and the right o£ appeal from the adjudication, and, agrees that the Admin- istratrix may forthwith make distribution in accordance with the terms of the adjudication. ELIZABETH MATHEWSON, daughter, 1/9 balance of residue, i 2p 6)6/69 IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ESTATE OF ANNA ERMLICH, Deceased. ) ) No. 401 of 1969 PAY TRANSCRIPT . -?/,' p ' (~-,__) .. AND NOW, this •./f·-~4<Iay of I , 1969, the undersigned does hereby acknowledge to ~ived from Pauline M. Guest, Administratrix C.T.A., of the Estate of Anna Erml·ich, deceased, the sum of money set opposite his name, being the sum of I money awarded at the audit of the above estate, and, does fur;t.·her waive the right to file exceptions to the adjudication and the right of appeal from the adjudication, and, agrees that the Admin- istratrix may forthwith make distribution in accordance with the terms of the adjudication. LEO ERMLICH, gra9dson, 1/18 balance of residue, . /~ $ 820.6~~__;_· --l HF·C/cr 1 -2p 6/9/69 IN THE COURT :QF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF ANNA ERMLICH, Deceased. ) ) ' No. 401 ·of 1969 PAY TRANSCRIPT I "" "" 4Jb day of ~~1 AND NOW, this liJI'$}1> A$~ 4-\-, 1969, the undersigned does hereby acknowledge to haveceived from Pauline i M .. Guest, Administratrix, c. T. A., of the Estate of Anna Ermliich, I deceased, the sum of money set opposite his name in favor of Miss . Imogene Ermlich, Inmate at Torrence State Hospital,(the undersigned being the Court appointed Guardian for Miss Ermlich,) being the sum of money awarded at the audit of the above estate, and, does f6r- ther waive the right to file exceptions to the ~djudication and the right of appeal from the adjudication, and, agrees that the Administratrix may forthwith make distribution .in accordance with the terms of the adjudication. r ~ • i.; " ' IMOGENE ERMLICH, granddaughter, 1/18 balance of residue, I I I Guardian of Miss Ermlich. $820. 66·--~-~~~~~~~~~:...__J Herman Bigi, Esquire IMffiENE ERMLICH, granddaughter, Interest. on Savings Account Herman Bigi, Esquire Guardian of Miss Ermlich I •. I ~ ;':. 'I, . · ' ' ' ... , ... . .. ("· r . ij;- r-· • f Ll ;•. ' . ,· '• ·. ·, ·'' (, '. •' r ; '' ,. ·• i' \ ,.>; ·, . ' I. ,. ~I I· _, .. '.i· . ! . , ~ • t •. ':) '· ~ ' J • I "l • ! ..;J . i . ; . ' . . r . t ' •I I ... ' I I I· I I "'";" j~ . . ' .-..\ j • •I_. ! ;' '1-a:. .::J 0. u .J" < U-ii: ,II. 0 ' I IN THE COURT OF COMMON P.LEAS OF' WASHINGTON .COUNTY,· PENNP.. ' . .i-<'( •• ~ ... ' ~ ' • , .r. .... ( ... OR PHA~s, _ ?.8.vr.:-.DIVI~I o~~ , ... ~ -·~ ·., ,."' ,.-~ .•• ; ... ;_-(,;·· ... • +'. \, t . l :' ' ' . . . .. ,; . I _, ,. IN RE: ESTATE OF ANNA ER MLICiP. aliii·s ANNIE ERMLICH, Deceased. . ' BEFORE:· .. ~,- •• -< APPEARANCES: TIME: .. THE COURT: ' . ) ) .· ) ) .• ) ) ~ -)- ) . '. . ) HEARING ON ··AUDIT THE HONORABLE p. VINCENT MARINO, President Judge of the· said Court; HOWARD F. CARSON, ESQ; ~ :oL~harleroi, -pa ·• representing the Accountant. . Thurs.day, May 22, 1969, at 10:00 o''clock A.M., EDST. _Number 40) of 1969, the estate of Anna ~rmlich, ' deceased. The Administratrix 'CTA is Pa-uline M~ Gues·r arid the atto;rney'is Howard F.· Carson. Mr. Carson? MR. 'cARSON: May\~ please the Court, I have her~ .the·varl.ous papers. ·we have one complic_ation ···in that an heir, Emogene Ermlich, is an incompetent who is presently confined at Torrance State Hospita~. Her share, as I have 'computed it, would' be a one '· eighteenth share of the resfd·Lie,. and there is a conflict' which has . ', ., . .arisen between her mother and the . ,. Commonwealt,h as to who shou d -· j . • -------------------------------- ------,---------------~--------------------------------------- ·' . ,_ ~-I" (' .J ~. • l . ' • e - '· ' ' ,J .• .. : ' ~· . z < > .J )o -~ z ill ·a.. z, o. "" C) z X VI ·< 3': ..: u i "" VI 0 •.J ,. .~ u . ·a ::> .., X 1-" " IIi a: Ill 1-a: ' 0 0. Ill· a: 1-a: ::> 0 u .J ~' u ii: .... 0 2 .. , receive the money. . -. My. own feeling. is the Com.tnonwealth is entitle~ ... . to it. And 1 have notified:~veryone of today's au<;lit 'and theY, c~'ulc:i b I> .~.~,.· ,.~·,.,: ~. :. ~ ~ .. ~·.: ~'"' . ~I ' ' . r o( _,. J< t " ' ~l + • • ' .., \ ., , pr.esent if they so wished. >Mrs::· E:hblich; ~the' rrl'other~ _live_s;· in . t ~ . ' .. Ohio. She is .preseriflyyisiting.in Missi~~ip.pi, however. I have heard . . . . ~ - ·-\i ,'~,t .... 1 :-.. ~~ .J # . from her as recen~~ly as a.few days agD ?Y·:~l .. e'pli_one .~~d·,i~ one . . breath she claims she is entitled to the.mpney··anp'in··tl;e,-ne?ft breat 1 ,.' ~-~. ~ .: ~ •,.,• t. 1 1 I ,;,., • ~ • ~ .~ ' .. ·' she says P':Y it to :the c:ommonwealth. I don't know if. ther.e. !s anyo 1e . ' here fn ·COurt who repres errts her.:6r the Commo"Q,wealth or not' becc: use . . ~ . . . I notified :everyone. about today' s audit. "' •• l • THE COURT: I presum·e that the :commonwealth claim would be based on main_tenance :Of the incompetent. I ,. ' ... · . Ye~~ sir, that is correct. !Lit 'would help to ·complete "the Court's file papers,· :j: have here• a· copy of my letter t< '· . "' .. . her_of··May 14, on the.sam~ day the -letter to the-revenue agent at . I , ' __ r"~ '· So I'd liJ.re to file th~t with the other papers, but 'oth~r than t_hat, ',, f .. . . ~ _why, there ~fe no problems/ . . . ' . You; Honor:will recall 'that this was· where we. "'' J .; . ' -started to settle the .estate of Am1a Ermlich and discovei'ed that , .... . . she owned the house'which was still in the 1?-.~me· of her husb~nd, . ' ' . Gustave, who-died,ba,ck'in 1931.· That isall reflected n_?w in this. '' estate. Other than that, we have no complications~ • 1 .-Yif.ell, this 'Court isn't ~riticizing the Conimonwe lth THE COURT:." l . . for its. 6osition in the ~atter. It may be justified in demanding th( .. .. I l' / '' :!: z <( > .J ,.. Ill z z Ill a. z 0 1-1!1 z X Ill <C ~ ..: u a:: ... II) a; ..II ~ § 0 :J .., z 1-... N ai a: Ill 1-a: 0 D-Ill 0::: 1-a: J 0 u .J' ..:· 0 i;: 1&. 0 payment. ' .. ' . ' • ' . . I w ' • .AI ~ ~ • t J ' t ,, "·'.; I . , ,, '•, I ' ,; • . But there is a legal proc'edure.for securing ·payment of .a fund that is due. a I?eneficiary. And the Cb~monw ealth has in'·the ~ I ~ . ' \• -~ ~ ~ --. .. { -' , : ... . ' , ,, " past and co-ntinues to be derelict. in taking the' proper pro,cedures '. -' . .· , ~ • ' ~-• • f • ~.-.J • ! But that is a matter fo_r the Court to worry.about late·r:.ori.-·otl:ier than what you have mentioned. there are no claims ·against the esta e? t· ... , ! MR. CARSON: ·No •. Your ~onor. ·' ·I THE'COURT: ·Is there anyone else 'in Court interested in this decedent's estate? .. - NO RESPONSE ) TH~ COURT: The audit.of this account" is ordered closed by 4' + ~ ,-j .. the Court. . . . ( AUDIT CLOSED ) .. I hereby cer(if~ that th~ .p~oceedings and evidence'are contained fully and .accurately in the' not~s taken by :me on the he~ring of the <hove . ' . ca~s e, and that this copy is a correct transcript of the same. -\· -~h_e' foregoing record' o.f·the proceedings upon the hearing of the above cause is hereby approved and directed to be·filed. ' ' . ; 3 I I I Form RCG-33 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF ........ WASHINGTON. ...... : .................................. . IMPORTANT: This return must be completed in detail and filed in duplicate, with will att~ched, with the· Register of Wills of t;he County where decedent r·esided; Return is due within one year after date of de~~;th, unless an extension is granted by the Secretar:y of Rev~nue. (Section 703 of .... _the Interitllnce_.lln!f.E.~t!J.te ~a;x A,ct of 19§1.) AFFIDAVIT OF ............................ AN.Nl:\ .......... ERMLI.CH .................. : ......................................................... ~ (State full name of decedent) IN THE MATTER OF mE ESTATE OF } Late of ................. WASHINGIQN ........................................ County ADMINISTRA~IX, D.B.N.C.T.A. State of .................... PENNSYLVANIA. ...................................... :.}ss: County of· .......... WASHINGTON ... , ............................. , ................. . .................................... P.aul.ine ...... M ........ Gue.s.t .. _ Administratclir i X of the estate of the above-name~ decedent being duly sworn, depose_s and sayS Decedent ·died ....................................... .Ap.r.i.L .. (Month) Name and address of attorney or} other authorized repr·esentative to ...... . whom all correspondence should be_ . mailed. ..... 2.1 ........... , 19 .... 6.7 ...... ,) testate leaving a last will, copy .of which· is hereto attached. } (llay) (Y..ar) l~MK ... Howar.d.F •.. Car.son., ..... .E.s.quire............... .. .. ....... .. .............. . 212. 4th Street, Chax1e~oi., Penn;;y:I.,y~p:i.,_e.,, ........ J.:.?..Q?..?. ......... . That as such Adminis.:t.r.at.r.i~ deponent is familiar with the affairs of said estate and the property con- c.:x.,cutor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there. was no safe deposit box registered in. decedent's individual name, or jointly with, or as agent •Or dep·uty of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:-· NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE. DEPOSiT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN ·NAME OR NAMES OF HOLDERS TO._DECEDENT .NONE NONE NCINR That the contents of said safe deposit box or boxes are itemized under Schedules of this ---return, with the exception of the f'ol:).owing, for the reasons hereinafter set forth: That Sc.hedu/e A attached 11ereto and made part hereof sets forth full v and in· detail all the real property in the Commonwealth of Pennsylyania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at· the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market v11-lue thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof set~ _:rorth fully and in detail all personal property wheresover si tuate!l owned by the decedent at the time of de~th;' all moneys left by the ·de'cedtmt at the time of death, whether in decedent's immediate poss~ssion, standing to decedent's credit in banks of deposit, savings banks, trust companies, or o~her insti:tut:lons, whether individually, or in trust for any other person or persons giving also separately the acci'lled 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, post.al savings, tr.easury certificates or notes and other evidence of. in- debtedness of the United States to the decedent; all obligations, whether by statute or agreement they are designated as tax free, of. th.e United States, or any state, or political, subdivision ~hereof', or of any foreign country, which are owned at the time o.f death; all wearin'g apparel, jewelry,vSll,varware, pic-. . ,-· ') . ·-tures, books, works of art, household furn;iture, horses, carriages, automobiles, boat:·~.·?.and any and all :::--... --.,. _ ..... ·-,.. other personal chattels of whatsoever kind or nature, left by decedent, together with.:::-ttte ,fairly estimated . . ..::: {-.,. , ... , ~ market value thereof; all bonds and mortga~es held by decedent and of till claims dtiE?c::and.,'owing decedent at the time of death, and all promissory notes or other instruments in writing for-:5tf.te:payme~t· or money . . • :-·;4 ~ of which decedent died possessed, of wpatsoever nature, w:l.th interest thereon, if":'j!.ny,~·g}ving the face . . . ..-:-. '\.'t<~ . value and estimated fair market value thereof, and if such estimated fair market value .b·e. l'css than the face value, it sets forth briefly ~he reasons for such depreciation·as to each item;,"a1ir' ~o·ri.eys 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 a·ccrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value thereof at such time. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the· date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-part~ership 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 Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry eontained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to wh0m transferred, the ·relationship of the transferees to the decedent, the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a: copy 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 pa~ses at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually o_r jointl:y, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. \. ' ::. . That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the·nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That Sc/ledule 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 vesti ture 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 deduc·t:l.ons claimed for and on behalf of this decedent's estate, including funeral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing and unpaid at time of ~ .. death; taxes accrued charge.able for period prior to decedent's death (except. those allowed under Section 651 of the. Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- ques.t, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated am~unt claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ................................ . ................ ~ ...... ?..~.tl.:L..... .. ...... day of .... Mar.ch., ........................... 19 .... 6.9. ... --·~~····9··~~~~~;~~··· . CHARLE-ROI BORO, WASHINGTON .COUNTY MY COMMISSION EXPIRES MAR.l2,· 1973 .__£) 1 El. '/;/ A J ....... fl .. ~ ..... /!.!....: ...... ~ ... (~RAdministrator) ........... ?..0.8. .... MG..K§.?.~..n .... A.v.gnJJ.§ .................................................. . (Street Number) ......... C.hP...!:.l.§.+..Q.i .. ,_ .... P.e.n.n.s.yl.v..a.nia ........................ . (City or Town and State) · ' Member, Pennsylvania Associ tin ~ · NOTE: Be fore sign~rig affidavit make su~-e-"RiJ\I.ot~lf?link 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 closs-.or family corporations or an interest in any co-partnership ou business, that the data and stat~ements required under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed. RCC-34 (1-54) COMMONWE-ALTH OF PENNSYLVANIA DEPARTMENT OF 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 heid as joint tenant or tenancy by entireties, report on Schedule "E". Property ht:-ld by the de.cedent as tenant in common with another or others, should .be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo!'wealth of Pennsylvania should be (1) (2) (3) described by lot ond block number, street ond street number, together wl th DEPARTMENT a general description of the property, with a reference to the record Qf the ASSESSED VALUE VALUATION conveyance by which the decedent took title; If a farm state number of a-FOR YEAR OF ESTIMATED CAUTION cres; also statement of mortgage encum~rances upon each parcel at death DECEDENT'S MARKET VALUE (Do not write of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are DEATH In this space) to be listed on Schedule "IF" and must not be deducted from this schedule. NONE NONE NONE NONE ' Insert this total oppos.ite "real property", Schedule "An in the X X X X X "As Reported" column on the last page of this return. / RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "13" PERSON.~ PROPERTY INSTRUCTIONS: This Schedule must disclose all tang.ible 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", Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. u. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, . . stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item NO• ITEM List and describe fully Charleroi Office of Mellon National Bank and Trust Company, Savings Account #3864 Roscoe Office of Western Pennsylvania National Bank, Savings Account #556 Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. UNIT VALUE ESTIMATED MARKET VALUE $ 5,263.74 11,793.98 X X $17,057.72 DEPARTMENT VALUATION (Do not write in this space) RCC-36 l~O\BIO:\''Ii':,\LTH OF PENNSYLVANIA Tl'LL'\SFER INHElUTANCE TAX 1\.ESIDE~T DECEDENT SCHEDULE "C" TRA.NSFEJlS ( 1) Dicl. cl.ecedent, 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) YES (2) Did decedent, within two years of cl.eath, transfer property from himself to himself and another or others (inclucl.ing a spouse) in joint ownership? (Answer yes or no) YES (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer 96 (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) ~ (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) NO (b) What was the transferee's age at time of decedent's death? NQ (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to .income from the property transferred? (Answer yes or no.) NO (b) The right to designate the persons who shall poss.ess or enjoy the property transferred or income therefrom? (Answer yes or no) NO (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others------------------------------------------------------------------------~------------ (7) Did decedent in his 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) rJO (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was sub,ject to change, because of a reservecl. power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer yes or no) NO (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) NO 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 trf'l.nsferred, with relationship of transferees to decedent, if any. Smbmit 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 Charleroi Federal Savings and Loan Association, Savings Account #2864 (For details see schedule 11 E11 ) [nsP.rt this total opposite "TransfP.rs", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) , .RC.C -.38 CCMMONWEt\LTH OF PENNSYLVANIA THI\N~lTR INHEIUTANCE TAX HF.SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRl'CTIOKS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brie.f description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-awners to the decedent. Description of Property, Date of Acquisition, Name I Unit Address and Relationship of Co-Owners, and Place I Value of Record of Instrument, where Real Estate. ! PERSONAL PROPERTY: Charleroi Federal Savings and Loan Association, Account #2864, originally opened September 7, 194~ and placed in joint names with Pauline Guest on November 15, 1966, when balance was $6,329.39. As o£ date of death balance was TOTAL percentage Estate Share Valuation 100 I 1- 1 I 5821.79 Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest \ lh ' . ~CC-37. (12-63) ('l):\nt~l:'\\\'EAI..TII OF Pr:;\1:'\S\"Yl.AN!A TRANSFER 1:'\IIEH!TA!\'L'E TAX RESIDENT DEL'EDE!'i'T BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) Gustav Ennlich Adolph Ermlich Elsie Hixehbauah Survived by: SCHEDULE "0" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or illegitimate children DECEDENT are involved, set STATE YES forth this fact.) OR NO Husband No Son No Dauahter No l.Ray Hixenbaugh Elco, Pa. Grandson Yes 2.Robert Hixenbauah Gr;:tnd5=:on VA~ 411 Woodward Avenue North Charleroi Pa 3.Doris Welsh Roscoe Pa .Grandauaht19r . VP5=: Elizabeth M;:tthewson O;:t_nnhter Ye_s_ -17440 Bentler Avenue Detroit Michiaan Gustav HPnr~' Rrml i r.h Son No Survived bv: l.Leo Ermlich Grandson Yes 403 Acton Street ' Lewisbura. Ohio 2.Imogene Ermlich Grandauahter Yes Torrence State Hospital Torrence Pa % Beatrice Ermlich-Guardi an Box 37 Lewisburq. Ohio ~~y~~pa. {;;:trl Rrmlir.h Stnc"kdale Pa Son Yes M~rie Mi+,..hnC~r n~nnhter No Survived by: 1 RP.tt\7 Rntherfor·d Gr~ nil~11nhte>· Vt:>c::: 235 Hillcrest Drive California. Pa. 2 T .orr;:ti nA Ri r.e. Gr~ nn~llnh1:Ar Voc::: -619 Wood Street California Pa. 3.Dolores Matvas Grandauahter VA~ RD#2 Box A7 Charleroi. Pa ... ' - DATE INTEREST OF OF BENEFICIARY IN ESTATE BIRTH .... 9/18/1913 One twentv-sel!enth 9/22/1911 One twAnt\1-~P·uAnth 12fll/1C}l' OnA 1:TArPn+u-c:::.o't7on+h "' 1L4LLa9_5 __Dne Ni nth 5_L1a_L1922 One eiahteenth - 9/26/1924 One Pinh1:t:>on+h 5/14/lC}QO_ _Onp nin+h 10/25/1921 OnA 1:Wt:>n+u-<:::l:::n.7A!'11:h 112/23/1926 _On_a 1:won+~J-C:::A't7An+h 11L1_L1924 _One_ twentu-~P.UAn+h - Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Gustav Ermlich. Adol h Ermlich Ohio Marie Mitchner Pa.- \ h P.CC-37 • (12-63) COI\1!\ION\\'EALTII OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES State full names and addresses of all who ave an interest, vested, contingent or other- wise, in estate) . Herman Ermlich 405 Elizabeth Street ' ~!3ers Charleroi Pa. Hilbert Ermlich Allenport, Pa. Pauline M. Guest 208 McKean Avenue Charleroi. Pa. ,_Lucy Thorpe 515 Donner Avenue Monessen, Pa. -' ' -'., ·-. ') ,• . , .. t. t ...... SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Son Yes 10/7/1904 One ninth Son Yes 2/28/1907 One ninth Dauahter Yes 5/6/190() One ninth Dauahter Yes 1/24/1912 One ninth ' ,, Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Will and Administration ! No. Year ........... . N" THE ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF Anna Ermlich, Deceased Late of. . .. Stockdale ... County of . Washington Commonwealth of Pennsvlvania ,. - ~-z~"". l> fTl ::o REP~-e~o -(:/) {;/) Z--im C? m ·--t::;;of-·o· ~~~- ~'$~ '-en -~ -o :::r: r-v 0 _... J:",it• o<~ ~ rz -,:]r->-(I') Q-...... ·~~ ....,-.. ,..,.-a:'-;'"!!St~ .. . Howard F. Carson • ! 212 4th Street Charleroi, Pennsylvania f ··f·· l· r 1 _l_ (Executor-Administrator must complete "As Reported" column #1.) 0 ...., '"d :::0 ..., ..., (1) (1) 0 Sl> ..., e. Vl :::! Vl Vl Vl 0 ...., ...... :::! '"d (1) e. ..., ..., Sl> Vl 0 ;.: '0 Sl> '"d (1) c-..., ..., ~ 0 ~ '0 tr1 (1) ..., Vl ..... ..... '< Sl> ..... (1) Vl c: ~ ~ > :::0 Vl Vl Vl .....:: (') (') (') ::T' ?"' ?"' q ~ ~ -- ~ ~ .00 ~ ~ ~ > :l\) Vl ....... :::0~ :l\) ln "-1 ct>,__ "\0 "' ~ 'g~ :co 00 0 :-...J l\) \..11 ..., ..... \.0 ....... 0"--l 08,. ... • • • :0 ~ lJ1 ~ 0~ 0 ........ \0 ON 0 1\. -~ -;:_ -,, •-\,• M ~: ~ ··~· ·~·· ~~. ~~ •'-' . .~ • .~) <".: 1-:J ·~. ;" ·\.\· 3 ~ .• . -~· .· ~--~. -~· ·~ c.. ,. -~· .. , .. Form RC C -10 "' •· . O~FlCE OF TME, REGISTER OF WILLS oF Washington COUNTY AND AGENT OF TME COMMONWEALTH STATEMENT-OF l:lEBTS AND DEDUCTIONS DATE APPROVED ESTATE OF _...:A::..::.:.n::::n;.:.;a:::::._. . ..:;E~r~m:::.::l:.::i::..:C:::.;h=------LATE oF --....!::S:..;'t:::.:O~C=k::.::d::.:a:::.l=..=e:......_ __________ _ DATE OF FILING APPRAISEMENT April 1, 1969 oAu oF DEATH -~Ao.i-pLirL...JJ.. • ..~.J--'2"-JL_~, --!l.;;9t.~6>L7'------- DATE NO, OF NAME OF PAYEE REMARKS AMOUNT VOUCHIO" See attached Photocopies o.f n;:~ne:><:: -frnm the Firc::t: ;:\nn li'i Less: Payment made on acco1.: on May 16, 1967 Net Balance o£ Debts and DE /~ ~rn aLrtt.b ~ AL _G)~"~""- (DA.A?>6 -k) a;;. A lir-Jv= '--u COMMONWEAL.TH OF PENNSYL.VANIA COUNTY OF Washington the Credits (Expenses) In;:\ 1 Ar.r.mmt fi 1 P.O $4511 nt o£ Inheritance Tax 250 ductions Claimed $4261 ~~ -t!IJ 1'-cto7o i ~ S\. "~ ~ C( I /Zr I I, -------..,IP~Eil~Ui..Jll.-;1.1.,• OWi.iieWMIIJ. ..... -.J.G;Ol11.l.lee.!:Si.Jtc_ ____________ HEREBY CERTIFY, THAT. TO THE BE•T OF MY KNOWL!DGE AND BELIEF, TH! FOREGOING IS A JUST AND 'rRU E srATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENS9 OP' ADMINISTRATION SUBMITTED TO THE ESTATE OF Anna Ermlich DECEASED, AS DEDUCTION!> F'OR INHERITANCE TAX PURPOSES. -~ @. -!iaed oAv 01' · Paul1ne M. Guest (L. 5.) SWORN ANI:!~ IS'UauC,!ti_BEL>, BEFORE ME THIS 27th ,Y~·;r-c_~· ;")' ----/J--1e 6.9.._ _J!a3<-kMv ;&;ih(zhtL ~ /'. . ' - :. • : : . ~· . ~~:~JEAN ROSENTH7ll , "iDTAfiY PUBLIC . -MY CO ERO/ BORO, WASHINGTON COUNTY ·~· '....:. \ MMISSION EXPIRES MAR., 12, 1973 -·, -Memeer,PennsylvaniaAssociationotNotaries 17 00 17 s"')- 'V tA-d 5() tt/ .. . . C R'E-D! T S The accountant claim~ credits out or'the assets or the Estate: Date 1967 May June July Aug. ·Payee . ' 16-Ruth Eckert Funeral Horne 16 Joseph J. Buch, M.D. 16 C. Ramaswamy, M.D. 25 C. S. Bateman Agency 25 C. S. Bateman Agency 25 F. J. Buckley Agency 2 Charl·eroi-Monessen Hospital 3 .Mellon National Bank 12 Russell Marino, County Treasurer 1 Mellon National Bank 11 Theodore Gialames, Tax Collector Sept .. :1 Mellon National Bank Oct. 2 Mellon National Bank April 24 C. S. Bateman Agency I May· 24 c. S. Bate~an·Agency 3 F. J. Buckley Agency Jul'y 19 Malcolm L. Morgan, County Treasurer Aug. 12 Theodore Gialarnes, Tax Collector Sept. 18 C. S •. Ba ternan Agency Items Complete Funeral Bill . \ Bill for Hospital Care Consultation Fee -<:>·r---rrtl=l·e~:i:x:a~ax _ Owners & Tenants Liability Insurance i Fire: Insurance Renewal· I Administratrix's Bond Balance or Decedent's Bill' through 4/21/67 Service Charge ,County Taxes for 1967 Service Charge Sqhool and Borough Taxes for 1967 ' Service Charge -. Service Charge Amount , $ 1,337.00 70.00 . 25.00 .~- 10.00 15.00 I 110.00 44.60 0.81. 35.18 0.63 137.39 0.63 0.81 . Liability Insurance Renewal 10.00 Fire Insurance Renewal 15.00 Administratr-ix's Bond 1 110.00 "' County Taxes £or 1968 40.20 I ' Schop1 and Borough Taxes £or 1968 Appraisal Fee on Real Est~te 25.00 Sub-Total Forwarded l .2 2,387.60 - 3 - 1969 March March i I I . C R E D I T S . C C· N T I N U E D .. 27 Howard F. Carson <.. 5/11/67 Josephine Douglas, Register of Wills 5/16/67 Washington County Reports 8/21/67 Valley Independent . 27 Wylie S. Rittenhouse 27 Howard F. Carson, Esquire 27 Pauline M. Guest 27 Howa~d F. Carson 27 Cathy J. Rosenthal 27 Russell Marino, Clerk of Orphan's Court · Sub-Total Forwarded :.$ 2,387.60 Reimbursement of Costs Advanced: Probate of Will . and 2 Short Certs. Advertising Advertising $20.50 12.50 10.50 Auctioneering Services On Account of Filing Petition 3/24/69 Attorney's Fees Executrix's Commission Balan~e of Attorney's Fees Notary Fees on Inventory, RCC #33, Account, RCC #10. Filing of Account 43.50 66.00 7.50 100.00 965.73 916.84 6.00 18.00 TOTAL CREDITS $ 4, 511.17 - 4 - ., i ! I I I ~ ' \ R C C-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT PAULINE M. GUEST (~Administrator)C.T.A. IN YOUR REPLY PLEA8E REP'IER TO 37-12-8 In Re : Estate of ____ ___:Ao.::t;;.:;~N~A.::.....c-Em::..::..:1L=-l=-C=-H--=a:!./ ___ k:!.../a ____ _ _____ __;_;,W::..:AS::..:H::..:I..;:.;N...:...G..:_TO=-N_;__ ___ County _ File No. 9412-36 Dear Mrs. Guest: You are hereby notified that the original appraisement in the estate of Anna hrmlich a/k/a has been filed in the office of the Register of Wills qf· Washington County on MaJ 19 , 19~. Said appraisement reflects the followin1~ valuations: Jt. Held Real Estate ----'------------ Personal Property ____ _:17~,0~5~7~.7~2~- ~-----------~5~,~82:1~.7~9~ Total -------------~2~2~,~87~9~.~51.__ 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 runpaid 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. Date _____ ~~~~y~·~1~9u•-=19L6~9~------- DATE OF DEATH: April 21, 1967 Note: This is not a bill. j ·. RCC•39 (!1-68) 'COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of ERMLICH ANNA (Last Name) (First Name) SUMMARY DATE OF DEATH 4-2J.-67 FILE NO. 9412-36 (Initial) REPORT OF INHERITANCE TAX APPRAISER ·I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: __ _ REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS 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 VALUE AS REPORTED VALUE AS APPRAISED $ $ ______ ~~~ 1 annuities ......... ~. . . . . . . . . $----~-1-- ESTATE TAX ASSESSMENTS $ --------'-- FOR USE OF REGISTER ONLY COMPUTATnON OF TAX Taxon$ __________ _,_~, 2% 0 5% 10% 15% $ ______ ~--- $ _________ ~--- $-----------~--$ ___________ -4---- $ __________ _, __ __ VALUE AS REAPPRAISED $ ____________ -+--- Taxon$----------_, __ Taxon$----------1--- Tax on $----------1-- Tax on $ ----------+-- Exemptions=======~F== Total Estate ---------1--- TOTAL TAX * $------------~---- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=======4== BALANCE $ _________ +--- 1,-ess 5% of tax if paid within 3 months after death $========= Add interest at rate of 6% from -----to ------- AMOUNT OF ESTATE TAX ASSESSED $----------+--- Estate tax paid $ ______ ---JL.-- BALANCE DUE $ _____ .....,1 __ Add interest at rate of 6% from -----~10------$------I-- TOTAL TAX BALANCE $ ------------+---~ PAID $ ----------L.--- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ( No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF .. AN.NA. ERMLJ:CJ:I. .. a/k/~ .. Deceased Late of . S TOCKWU .. ~ .. County of v~ASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ( =·.r .. ~ :~i{~~:: -~1~:.d. Form:Rcc-2 COMMONWEALTH OF PENNSYLVANIA DATE Ma . 19 r 1969 c . ................................. .Y ............. I. .............................. ............ "' DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY ....................... W.!?.:.I?.h.~~:!?..9..~ ............ BUltEAU OF COUNTY COLLECTJONS, ............ . APPRAISEMENT ~ . ,.. HARRISBURG, PENNA. 7 7 7 2 7 FILE NO. . ......... ~ ............. 94.+-?..~J..Q ....................................... Whereas, .................................... ~~----~;r.mJ.J.9h .... ~/~/B: ..................................................... late of .................................. ~~~-~-~~~~-~············································· in the County of ................................ W.~!?..D~P.gt.Q.n ................................................................ Commonwealth of Pennsylvania, having died on the .............................. ?.;!: ..... ~.~················· .............................. day of .......................... A.P~~.+. .................................. 19.~7. .... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................ w:~_g_~ ..... 9.~A.~.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 Appraisement Description of Asset Values Made for Inheritance Tax Purpo1ea $ PERSONALTY: Charleroi Office of Mellon National Bank and Trust Company, Savings Account. 5 ,263. 7l Roscoe Office of Western Pennsylvania National Bank~ Savings Accoutn. 11.793.91 17,057 .2. 17,057 22 JT. HELD: Charleroi Federal Savings & Loan Assn., Ac j Account #2864 originally opened September 7, I I 1948 and placed in joint names iwth Pauline Guest November 15, 1966. ' 5,821 79 on . I Total 22,879 51 I I WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ... ~N!I:. .. ~~G.I:l .... ~/~1~ ............................ . Deceased. Late of STOCKDALE Date of Death, ......... April .... 2l..,. ... .l..967 ....................... . Appraisemel!t Docket Vol., .............. 3..7 ............................... . Page, ..... J:?..-:::?. .......................... No .... 9.4.?::?..-:::2.~ .................... . Filed in Register's Office, ...... Ma.Y ... l9.~ ......... 19.6.9 .. Amount of tax dtte, $ .................................................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, .... !"' ,.-~, ..,.wD f,..:i ~··j. f jt: ..... ~ ... , '69 JUU 2 Ptl 3 29 RUSSELl .. I~MUNO ,., .REGISTEH OF WILLS WASHINGTON CO .• PA. \ '