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Home My WebLink AboutOC1969-0413 - ESTATE OF POSI'\ Testate Form j PETITION SUR AUDIT IN THE ORPHANS' COURT OF WASHINGTO,N COUNTY Estate of .......... ~~-+-~---~Q.$.~.( ... 9.§g_~~-l?.§9 _________________ _ No ..... ---···········-·········--·····-···----------------------------A. A. Fiduciary .... D.Ql..Qr.e.s .. M ...... ~.QS.i ________________________ _ Deceased Date of Date of Decedent's death ...... ~.No.v.embe..r: .. 22., ... l967__ ___ ... -----··-Grant of Leltte rs ...... P.~_c;:_~nt1?~.+: ... 4J=.z .. _ _l._~Q .7. .. _ .. ____________ _ This is the ....... f.ir.s..t ... an.d ... fin.a~---·----··-··-·····-············-account filed in this estate If there have been former accounts filed in, this estate, list file number 9r nu111ber and term .... ----------·--···--·-·········--- -_j _, -• ' • "' • -• ' • ' • • • ' ·--• I I I . Election to take Date Election Place of; Under or Against will. (cross out one) Filed ····--····------------------------Record ---------------------------··· Name of surviving spouse ............ None ___________________________ ·····-·-···--------------···-------------.------··-·-------------------------------------------- List issue, where material: ./ Did decedent marry after execution of will? (indicate) ~-No. Any children born after execution of will? (indicate) ~X: No. If answer yes, name them ................................................. ----.·······-·----------------···----·-------------------------------------------- Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris Virginia Posi Daughter Undivided one-half Dolores M•.Posi Daughter Undivided one-half '• ' List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: 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 paragraph C: Section 6: Subdivi1sion c) received written notice of the filing of the account and of call of audit? Yes. ~- If any exception give cause: ............................................. . "',.I. File copy of Notice and date of mailing ............................................................................. , ........... : ............... , ..•..• , .•. , •••. , .• ,,,,.,,.,.,, ........ ,,.,,,.,, .,. ~ •,·; ! ' Is esta~e suqject·.to :he fili_ng of a Federal Estate Tax Return? .......... ~~-----························'···'·'·····················'·······'·'·:.t Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ .. N.Q:n.~·-································-~·-··········· ; !'I If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant .. ·-··········-······ . ' ·:·t ................................................................................. ··-------............................ ---~~-.... ---...... --------...... --............................... .:. ........ -------------------------------.......... -----------........ -------------...... --..... --. Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they ar'e 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) None Itemize any additional .credits not shown by account: Register of Wills, filing account Register of Wills , •/ Total additional credits (Subtract) Balance for distribution I $l .•. !;D.8 .. ~.3.5 ................ . $ ................................... . $ ................................... . $ ................................... . _If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); The real estate appraised value at $5,000.00 .c\ ~,...;;,.::.- I I If Family Exemption claimed by Petition, give place of Record: ...............................................................................•... If Family Exemption is claimed at audit, give n,ame, relationship and basis for Claim: ............................................... . Claims made by Dolores M •. Posi, daughter to the deceased, who was living with the deceased at the time of her death. 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: Distribution of the real estate should be in kind to Dolores M •. ?osi and Virginia Posi, ·an undivided one-half interest each. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being duly ...... sw.or.n .................... doth depose and say that the facts set forth in the foregoing petition are true to the best oL ........... her. ........... knowledge and beli·ef. · ... Sworn ................................ to and subscribed before '• me this ..... l..s.t .... d,ay of .... : .. l:\pr.il. .................. 19 .9.9 .. . -\ ~ . ..; \ ;. Signature of O~fice ~ .... No:t:ary. .. P.ub.li.c. ................ . Title of Offi~~ ~~~-........................ . ---.... ~ .-........... , .i---" Office expires .... .Mal::.cb . .28-':.:l912 .......................... . ' , ". ,, -. <\ ,~-~-. t:ii.EEi\1 ii. MURPHY, Wctar)'~i>'Jibii~ Charleroi, Washington County, ~enna, ~. Gc.mmisslon Expires March 28, 197Z And your petitioner will ever pray, etc. _l)~)_:_f.i::? ______________________________________ _ ~· • • •· • • •• •• • • • • •• • • • • • • •• • • • • • • • '!' • •!" • • '!' ~ • • • "! • • "! "! • "!!''!' • t '!' '!' '!' '! ''!' • • '!''" • • "!' • • • ~ r • • ~ • • • t '!' '!' r • •' ~ / .. i .. ,_, '·' . !I I ~ !l r ., '. ' \ 1 No ................ : .......................................... A.A. Estate of ........ ;rn~IE. .. P.QS.I. ...................... . Deceased Fiduciary~ .. P.QJ!Q~S ... M .•... J?.QS.~---············-·· 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 rea'l estate. 9, Signed arid itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. ~1£~------.-------•--r;s'--~ rv·'""············t·A.ttoruey ~~2 ,~- .. ,td ;'~~~ tt'JDt.:~~-llH~;YM \$'1Pl!l.M .:!D 'tf3i$W3tl IIDthU:(1~-~t 1llS srnt , tttl £ U9 i.l ,ij~f ~~' '' rn ·3i ·"11 11 -i l~ .. :;~ !I !i -~! '-' , ·, ··.j/- , '. \ I· -=---\ l ·; .r-:. ..... ~,\ ' f t------' ...•-:: ~' \,\ (') ',', -;-- /i-'"1-~~ I ..... ~.~ t [•J ' \. } . .. '# .~) ~U tlJt Q!nurt nf Q!nmmnu Jfltttli nf lfnsf1iU!JtnU Q!nuuty. Jruusyluuuin. ®rpquus · a!nurt tliuisinu ESTATE OF N 413 Of 1969 0 •. --....!-~-~~....!!>....~L------- Jennie Posi, In the matter ofthe First and Final deceased. Account of Dolores M. Posi Executrix ADJUDICATION AND DECREE And now June · vG Z 19_69_, this matter come on for hearing, audit and distribution at this session and testimony taken;' and thereupon, upon due consideration thereof the balance for distribution in the hands of the Ac.countant. is deter"'!i~ed to be $ 1,838.35 and the account is accordangly conf .. rmed; and 1t IS o~dered, adjudged and decreed that the said balance be paid out by the Accountant m accordance w1th .the schedule of distribution hereto attached and mode a part hereof, unless exceptions hereto be f1led sec. reg. or an appeal be taken herefrom sec. leg. /-/ ( SCHEDULE OF DISTRIBUTION Balance per account:__ ______ ~--------- Balance ____________________ _ Deduct Clerk's Costs & Receip~ts· '--------------- Attorney·_-!..;M~u~r..~:p~h!.Iy~&~F~r.!:!a~n~c~e:..__ __________ _ Russell Marino, Clerk o. c., costs in certifying real estate to Recorder, John D. Woodward, Recorder, costs recording certification of real estate, and coet register- ing same, . Contribution to maintain assets of estate in kind, Dolores M. Posi, daughter, 1/2 residue, includ- ing an undivided 1/2 interest in real estate as hereinbelow described, held in kind and dis- 3186.'90 tributed as such at ·the appraised value, 2500.00 Virginia Posi, daughter• 1/2 residue,, including an undivided 1/2 interest in real estate as hereinbelow described, held in kind and dis- tributed as such at the appraised vaiue, 2500.00 $1,838. 35. No balance REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF ASHINGTO~ COUNTY BY THE . CLERK OF THE ORPHANS' COURT DIV SION t '\ . .,.,# ··~ a . .,;a-.. -~- N . " ' ' ·- ..... ' ., ) . ' \' \( •.j ·'( r , ' ,, \\ i ' ,_, I "· •'· ·. • I . \ l . ., .. . . • . r ) . \ ( I I ) f. 0-> .... i n ~-r~ B r • -+ :::; c CD m a 3 a 0 0 .... fi ., 0 .... g. CD . ' f • .. , ... . ' ' .· ,_; .... ' .I I • ·, ,- ·. Jennie Posi, devisor, to Dolores M. Posi, devis 1/2 interest; to Virginia Posi, devis·ee of undi each undivided interest being in and to all the interest of the devisor in parcel of real estat ALL that certain lot or piece of ground si Ward of the City of Monongahela, County of Wash gton Pennsylvania, and bounded and described as toll s: BEGINNING at a point on the northerly side the corner of lands now or formerly of James Na wardly along the no~therly side. of ·Main Street, 36 feet on the line of lands now or formeriy of Gaetano Sposato ~ Gi~seppine Sposato, his wife; t~ence extending direction and preserving a ~iforni width of 36 divided · interest; tle and d as, VIZ: State of ea.st- point northerly to _.the right of way of the Penn Central Railway Company, forme ply, Pennsylvania Railroad, and prior to that, P~tts and Cha.rles ton Railroad Company •. CERTIFIED TO RECORDER: SEPr EMBER ' 1969. 0 7 ~ .:J.~~. ,. t ;., ~ N ~ ' I ~ c ~ ~ " tl.... Q ,.,.._ LU ''<'...; ~..J .... _ s """5 ......... t.L-~ ~ "' \ r I I " . ·f i ' . . ' . , )' t . . 1 \ • Q (I'J : -J ~ ....J .. -=o -0 t't: ~ '<t 0 ~,. L.. ~ ..... ~ 0 0 -t tt': !-~ w t:!;l IJ.J 1-~ ti;J tt,) .. _ en a :.t: ~ t.h c::.: t.l..!'<( ~l.~ i• ;-. ' ( t .• . . ,•. ... . . ~ , .. . '' ~. t• . ' ..... , 0.3 if.{., ~ .. . . r . •. ,,): .. (• ., ,..,. t. . ; .... • .I'"~ .,. . (. < ) 0 ..... fii' 0 i 0 ..... . ' ' . •, . -· ' ~. ' . ' ~ -t .. .. . > n. n. 0 c ::s -. .... t ~· 0 ..... ::s ~ ...... , :r CD 3 I. 0 ~· ~ .., 0 ..... .... . .. if .. ' .t. -) . l ''It •• ' ' f·~· . : ' .. z f !=>. \ -~ \----------------~~-------;--------. ~ ---~-~-~--·-. "' . . ' ' Form No. RCC-62 (2-64) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 70l OF ACT OF JUNE 16, 1961, j EFFECTIVE JANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED)': . ' . .,/ -. ' . ..J-.;) ~ _,) _.., <T /. ·-. ~ I '--' ·-;6 -t *' " oFFICE OF THE REGISTER OF WILLS, • >"" County of .... ~NHI;I:.~<?'f.Q~ ......... . . . RQ~~~~ .~ .•.. 4'P.SJ ........ · ................... of . 511-.l. E.&s:t .. l':ia:i.n. Str~et"' .. Monongahela., .. (Name) (Address) Penna. ·being duly.----~----~W_Q;rn_ _________________ .according to law, deposes and says that he is the ___ E~ec.utr.ix ___ ~-------------------------------. (Exec., Adm., Legatee, Etc.) of the estate of __ J..enni£l ___ )?_Q§_:L _____________________________ whose last residence was __ S_4l ... E9_§j; ___ MB.in ___ S_i;;:._r£!_e:l:;; ____________ _ . (No.) , (Street) · __ MQD_Q;nggJJ.el_a, ____ P-~nna, ___ _.deceased, and that the whole of the estate of said decedent, who died _li[QY.. .... ___ 2.2_, ___ ~96_7 (CitY, Borough or Township) · (Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN(!)ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated ~H/Va.!lJe ALL that certain lot or Piece of around situate in the First ..... ~~.:J· $5,000.00 Ward of the City of Monongahela, County of Washington and State of Pennsylvania, and bounded and described as follows: BEGINNING at a point on the northerly side of Main Street at the corner of lands now or formerly of James Nagy~ thence eastwardlv alona the northerlv side of Main Street. 36 feet to a point on the line of lands now or formerly of Gaetano Sposatc and GiusePPine SPOSato. his wife· thence extendina back in a northerly direction and preserving a uniform width of 36 feet throughout. to the· ri_qht of wav of the Pemn central Railwa_y Company, formerly, Pennsylvania Railroad, and prior to that, Pittsburah Virainia and Charleston Railroad Comnanv . --. ~ ~I o5o -)s-; ........ -;,-_,....-, - Personal Property NONE '· --; -. ' ,, . \ --~~ ,-,' :.: .. ,-·' ' ~ . -' ,-,. ' -:· ''\' .. .. -. L ) :'i " 'I' -,-' ~ ( • 'Y ( ·'-. " . ' NOTE: You may expedite the processing of this return by filing with it, and· as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage holder· and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or narries in _which the account is registered. Jo~ntly Held Property r . \' Transfers within TWO YEARS Prior to Death /\.~ .. ( •. : •,.';'\ ~-~ ,.,..... . , .. ~· ~ -H ;e;· ,n,' -!'£ ._ - . '"' NONE ,•·· .. l.· ,. ... ( .. ( ,>. c .): ., ;_c ·~ "'' r ; If.) c,t"{. (" <, ~~~t~tl; ( c c -.... " ( ( ·' i ·' -( ' .. -c ' . ( ,.., r '" ( ~ - Estimated Value c :c ( .. ( "I c- ' _, '" ' -~ ~ --' -·~J'~ .... ' i· "( ~.--'.\ •.•. .., •. ,. ~ .····-. '""(' That at the time of death$pej;e w~s no Lsafe 'deposit, box_ registered i!J. decedent'~ individual name, or joi~!tlY w,it~, or as ·agent ot deputy of another, or in decedent's individual nani.e, with right of access b9 another as a~ent or deputy, with the exception' of thE\ 'follbwing :.::.._. · ' -{ : ' ~; ( .. ... ".. r ;.. -'\ · -~ t •· , 0 111 , ~ ". ( 1\ ~ t • { :- NAME AND ADDRESS oF BANK oR OTHER iNsTiTUTimi"( : ( -·' ... ,-' ! . THIS SAFE DEPOSIT BOX RENTED IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS an interest, vested, contingent 01,; otherwise, in estate.) are involved, set OR NO AT DEATH OF forth this fact.) DECEDENT Virqinia Posi daughter Yes Dolores M. Posi daughter Yes R"ELATIONSHIP OF JOINT HOLDERS TO DECEDENT INTEREST OF BENEFICIARY IN ESTATE undivided one-hal undivided one-hal • f f •RESID'ENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions ~------~D~E=B~T_O~R~C~L=A~I=M~------~----------~N=A=T~U~R=E~O~F~S~A=M=E~---·------··,_~A=M=O~U~N~T.-~THIS COLUMN ~EGISTER ONLY Bebout and Yohe Funeral expenses paid Dolores M. Po~i Family exemption (will not be allowed unless decedent died residing with a spouse or children.) lr'l ,::ork n-F ()rnh:=!n!=: 1 Court ~ Murohv and France OTHER DEBTS AND CLAIMS Smith and Daugherty Belle Telephone Administration Expenses * Counsel fees * Fiduciary commission * ( *) See Note below Real Estate Insurance Last Bill Monongahela Water Authority Las.t Bill City Tax Collector :-: ReaL· Estate Taxes Equitable Gas Co. Last Bill West Penn Power Company Last Bill Water Company Last Bill Lynn R. Wickerham Furnace Repair Norman G. Golomb, M •. D. Final Illness Monongahela Memorial Hosp Final Illness National Ambulance Servic~ Final Illness Washington County Reports Legal Advertisement Valley Independent Legal Advertisement Total ' l. ' ~ J $ 1,551 00 $ ·1,000 00 17 00 250 00 25 ooi 8 711 .. . 10 43 ·- l 26 95 ~ -' . ~58 67' I ' . 30 71 -· 9 50 •" ! ....... ' ~ '. :: l. 52 L, ' 74 I I 3 96 I I I 20 00' I I 12 50, I ' I 10 50 $3 161 65 Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater Su::::~::d::,::i:~:,:m~::,:la>m~ and allo~•d . . . . . . .... tP. ~-. J g~ .......... . ( Executor-~xt:l[r) . ~ ' _~~· . ..... / .......... :": ... ·,-day of ....... f\P.~P-........ , 19 .. ~9 .£7 ,-,i;f'/ad_' . ·~R~~~#~················ Charleroi,· Washmgtoij Cou~ty, )enna. ~~" C<>mml,slon Fxoiu~·March .28. 197g . 54.1 . .Ear;;:t.. Main .. S:t;+.~~t ................ . (Street Number) . M9.r).PJ:?.g<iih~.+?:, .. R~AJ:'l.~Y+Y?-.1:?-~.~ ........ . (City or Town and State) Having been duly s~1~ccording to law, I d'o hereby certify that the above appraisement is made in conformity with law on this ................ 4:~ ......... dayof ..... ~.~ ............ :··~······ · .. 9 .. ~/.' ~ ~Y2~ C7 ~L .............. ~ .. ······>········ Appraiser· In the event that any future interest in this estate is transferred in possession or enjoyment to c ateral 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 ·inheri- tance taxes at the lawful collateral rate on any such future interest. · I, the undersigned duly elected Register of Wills in and for. . ...... County, Pennsylvania, do respectfully report that I have allowed debts anti deductions in the amou s claimed by deponen xcept as to those items where a greater or lesser amount is set ~or~ast colu~ to ~;.ht in said schedule above, which greater o esser amo~~ su~~tion. Dated ........ J· .. ·?="· ...... ((.%,............. . .................. R.egi~t~; ~f wiil~· ................. . 1 l__ •, () 1 u 'I u ) ( ; '' V' ' ' (. ( ) : J ., I' '), Form No. RCC-62 (2-64l r ' ~, I I~ ~ wnir. ~ :. . ~ ·. ·, ' ~: ' ; ' Adm~nistrlation J No.,;.' · ............ 'Year. , ... ~t ( ) . (\ ( ., '· (, IN THE '-' (_, [.; l,· l ' • I ' (~ ' ~ u' MATTER OF. THE APPRAISEMENT · 1 ' ' ( ( ~ . '' (' c j '' • I r '' OF'-THE w L<-!i.; ! ' (.) li '-) '' ESTATE Ql,:i' '' t: \' u ~ v . . . . ... .;J';Ej~.J:~ . ~Q$ ;r, . . . . . . . . . . . . . : ... :.-. . . . . Deceased~· ,; _ l ·l ·l -~~:! ... ~;<,~: .::n~-~-~ ._ ~ t ( l~ l" l' .... ~--·· q•l ' . -, ' (~-~ ·. . ·, : ~;' . ~--:~-"'>':'i.;,jJ ~ Late of . ~fg>,~P.lj~~. :...· ·~·, ;•i-,:')1~ ... . , ;;::;:: -:'(0; -~~ ~-'~ ·_,:~-4'v•~.ITt: .. . '--(/) • -·...., • ~.,.. ·-j N .... I ~ -1~ t • ~.,.t ~~ -fto., • · ~l--! f '-; .!":1""'~"t r-' 1 , G:~n)~: .r~• 1 -~-~.L~~t~-'.J ·, 'C t H ·l'•T;:i•c-,..., nrr+:on i. f t ··"~l 1 · '-• r oun y o0 , .-~ . ...,.~., .......... t~...,-.......... ," ,, •...•• ~-0 . ~ ::~::¢.it! '""" ~ j '' t ~"l l:J ~ ~ .t.l . ·· l I C C") .... ;,.,: -o 'Ill --'•' ommo~e~tlj;~f PeiUUtYlvania . _ ·~f;;..f;_: ... •l ~ ~~~_1 . ~ ~ --·· . -~~~:, REPORT ANQ;APPRAIS~L~~ \ MURPHY AND FRANCE Attorneys at Law 308 Fallowfield AveBue Charleroi, Pennsylvania ' '1 1~022 I [ . (·' . \ r • •· ,, _,. ' l l, ' ·, ',. " . ( "-( r-._, {.. ........ ___ ; ,'' '~'l.-1 .~ ~ I -u l. / . '• I • '"' I --:- -.-r. ' ~ !". I"}-• -:1~' < ..:.. ', r l" '· I (1JI ' :-~ '· (I C. .. ./ '/ I I I ··. i' r. ~' ,.,, / tJ ' I {I I ,. -!.- . ' I ~~ '-' .' ,) -"'· ,. ·,I /' . ~ f r-1 r-, y.. .. ~ __.-. COMMONWEALTH OF PENNSYLVANIA .ell DEPARTMENT OF REVENUE ) . BUREAU OF COUNTY COLLECTIONS R C C-81 (2-64) 1 INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT DOLORES M. POSI (Executor~)· IN YOUR REPLY PLEA8E REFER TO 37-78-6 In Re : Estate of _____ __;:J;.;:E::;NN::;'=IE=-=-P=CE:;_;:;I _______ _ _______ ....:W.:;;;A;:.:=S..:.:H.::;;ING;.:.;;:..:TO=N---County -File No. 9494-229 Dear Mrs. Posi: You are hereby notified that the original appraisement in the estate of Jennie Posi has been filed in the office of the Register of Wills qf Washington County on May 6 , 19~. Said appraisement reflects the following valuations: Real Estate ---'-----...1.5:,... ""QQ~· Q~·~QQ:Q· '---- Personal Property ______ ~----- Transfers ________________ ~~~~---- Total ----------~--~5~,:.::00~0~.00~· ~--- 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. Date ______ ~M~a~y~6~,~1~9~6~9~---- Title vl .R. CHANEY, DATE OF DEATH: November 22, 1967 Note: This is not a bill. J RCC•39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT , SUMMARY Estate of_P_OS_I,:..__ __ JE_N_N_IE_., -----------DATE OF DEATH 11-22-67 FILE NO. 9494-229· (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedul ", "B", "C", and "E". Dated: ___ _:0:::_,5-:........::.0.::.6-.-::6~9'----- 11-22-67 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington 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: ----'0'""'5-_.;:;..06-:;.......:6:..!9 ___ _ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) VALUE AS REPORTED $ 5.UUU uu VALUE AS REAPPRAISED $-------------+--- TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) 5,000 00 5,000 00 '3 161. 65 161 65 CLEAR VALUE OF ESTATE 1,838 35 1 838 35 Valuation of life estates or annuities I I I I I I. I I I I I I e I I I I I $------+--- ESTATE TAX ASSESSMENTS $ -------L--- FOR USE OF REGISTER ONLY ,.,,.. COMPUTATION OF TAX $ ____ ....:::3:..::.6~7...:..7_ Tax on $ . l. • ~"1~ :n 2% Tax on $ -----------+--6% Tax on $ -----------+--5% Tax on $ -----------+--10% Tax on$ ________ -+--15% ~~ptiMS * Total Estate·--------~--- TOTAL TAX $----------~--$----------~---$ ____________ ~---- $ ____________ ~---- $------------~---- Less tax previously paid BALANCE Less 5% of tax if paid within $=====+== $----------+-- 3 months after death $·======= BALANCE OF INHERITANCE TAX DUE $ 36 Add interest at rate of~% f6om 2-22-69 to 5-2-9 $ AMOUNT OF ESTATE TAX ASSESSED $ Estate tax paid $ BALANCE DUE $ 37 Add interest at rate of 6% from 0 $ TOTAL TAX BALANCE $ PAID $ FOR USE OF REGISTER ONLY ADJUSTMENTS ~: 131 (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. 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. I Will Administration t No. IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF JENNIE POSI Deceased Late of. MONONGAHELA . ........ ···················· County of .WASHINGTON. Commonwealth of Pennsylvania REPORT AND APPRAISAL ,. 1 ., .. -- .. --- Fonn:Rcc-2 .. ; ' COMMONWEALTH OF PENNSYLVANIA DATE May· 6· ··0..969 ················ ......................... ~ ...... > ........ : ...................... ··············· " .-'DEPARTMENT OF REVENU}!! _, ..... RESIDENT iNHERITANCE TAX COUNTY .. ................ W.9...~.b..i.M.~9..n .................. BUREAU OF COUNTY COLLECTIONS ........... • ' . .:;.. HARRISBURG. PENNA. 17 12 7 APPRAISEMENT FILE NO • ................... 9.4.~.4..:.?..?..~ ...................................... Whereas, ...................................... ~-~mn.;,~ .... P:9.~.~ ........................................................................ late of ................................. ~~.r.>:~.t:l~~~:.~.S.: ...................................... in the County of ................................... Wf:l:.~h.~~.9..~ .................................................................. Commonwealth of Pennsylvania, having died on the ..................................... ?.? ... ~4. ........................................ day of .................... t.l.9:v:~m:b.~:r ... ?. ....................... 19 .. §9., seized and possessed of an estate subject to Inheritance Tax under the Jaws of the Commonwealth of Pennsylvania; Therefore, I, ..................... _ .................................................................................................................. , 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 Purpoaea $ REALTY: All that certain lot or piece of ground situate in the first Ward of the City of Monongahela, County of Washington and State of Pennsylvania. 5,000 00 ' Total 5,000 00 . . 'I I fonn:!;•:~hb:: ::l:h~w<>r!l~£.~~ ~:: ~.~ ~~e ~p~=is~ i~~! • , Appratser ~~~;7:~·) . ~::. (Post Offleel . WASHINGTON ............... County .... :.:·.:: ........... ············· .............. . r~ ' ~ ,_ .. ~~- . ! ILC.U~- RESIDENT INHERITANCE TAX APPRAISEME~T . '69 JUH 27 PH 3 QJ, Estate of JENNIE POSI RUSSELL MARINO! ·······································i::~···REG·rs·1n:Jk&ivd:vll 1 'U-S·' -'!-'~-} '-' ' .... '"'" -L.. .. ) Late Of, .. ~, W:A.SHJN·:G:·T;(iNi~?r.) ti~Ar; VrV-.l.irPJ-4~ .... ----:.> MONONGAHELA Date of Death, ............... l.J.9.Y.E:l~~-~:r. .... ?.:?..1. .... ;L.9..~7 ........ . Appraisemel!t Docket Vol. .............. 37 , ········································ Page, ......... 7.$.~9. ..................... No ...... 94.9.4.~?.?.9 .............. . Filed in Register's Office, . ~Y...~ ........... 19 9.9 Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f,.am Appraisement, Entered and charged, .... h .. • :.: ., ~ STATE OF PENNSYLVAN·IA, WASHINGTON COUNTY, ~ 55: • The within named Accountant being duly sworn according to law, deposes and says that the above account as stated is true and correct as ................. she. _____________ .... verily believe.s Sworn and subscribed be•fore me this ..... lsL ....... . day of __________ .A.priL ___________________________ 19 .. 6f9 ____ _ ~5;k~R--~---------____________ : i ' • ' . ..r ./ ' ~ .. ·". ,. ~ EILEEN R. MURPHY, Notary Public Charleroi!·l~~shi, ~g~~?!f: C?t;,nty, Penna. My Co!lli)IISSIO~l;.EXpl'res ·March;28; 197~ · ... / .·t·: .•... _ .. ·~·<:~':~ ~·- Washington .County, ss: 0 z r "0 Q) Ul ro Q) u Q) Q -·-(- .JhJ~d·························· 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 Co,~rt~s evidlce by proofs thereof filed to No ..... H.J+_I!f--: ___ ? __ _f.Y .... 9 Witness my hand and official seal this ......... £ .......... .. day of ___________________________________ ................................. 19{._f_ __ _ : _______________________________ 21!_~ Register of Wills. I r 2 PH 3 r ~ i j " ', /'' .~ . r ., -i. r .... ·.>t- r· . "" \--I ! ' \.' '\., • f r ' I ,, I ' ,\ -.. ....... ,-...... -..; I ~ -.--· 4.:-~~. • ·~- ·- The Court is respectfu II y requested to determine proper distribution in thiSI'estate. \._ J;-;6 ~11 6 ! '-' THE FIRST AND FINAL ACCOUNT OF DOLORES M. POSI, EXECUTRIX OF THE LAST WILL AND TESTAMENT OF JENNIE POSI, DECEASED, LATE OF THE CITY OF MONONGAHELA, WASHINGTON COUNTY, PENNSYLVAm PRINCIPAL PERSONALTY None ' 'INCOME PERSONALTY None PRINCIPAL REALTY INCOME REALTY TOTAL ASSETS OF ESTATE ~ . ..: LESS CREDITS CLAIMED' NET AMOUNT FOR DISTRIBUTION ' ... . ' . ' .. 'J .. . I ' $5,000.00 None $5,000~00 $3,161.65 $1,838.35 I· PRINCIPAL PERSONALTY The Accountant charges herself with Principal Personally received out of the said estate as follows: None INCOME PERSONALTY The Accountant charg~s perself with Income Personalty as follows: None The Accountant credits hers~lf out of the assets of the est~t~~ Bebout and Yohe Funeral expense $1,551.00 Clerk of Orphans 1 Court Administration expense 17.00 Dolores M. Pesi Family exemption 1,000.00 Murphy and France Counsel fees 250.00 Smith and Daugherty Real Estate Insurance 25.00 B~ll Telephone Last Bill ~onongahela Authority · Last Bill 10.43 City Tax Collector Real Estate Taxes 26.95 Equitable Gas Company Last Bill 58.67 West Penn Power Company Last Bill 30.71 Water Company Last Bill 9.50 Lynn R. Wickerham Furnace Repair 52.72 Norman G. Golomb, M. D. Final Illness 74.00 Monongahela Memorial Hasp~ Final Illness 3. 96 National Ambulance Service Final Illness 20.00 I • L Washington County Reports Legal Advertisement $ 12.50 Valley Independent Legal Advertisement 10.50 TOTAL $3,161.65 PRINCIPAL REALTY The Accountant charges herself with Principal Realty received out of said estate as follows: Per Inventory and Appraisement $5,000.00 INCOME REALTY The Accountant charges herself with IncoreRealty as follows: None ·' '- '' I --------------~------~------------------------------------------------~ ~ ~Washington County Reports ,, . xmos~~ W asliliigton, Pennsylvania (PUBLISHED EiY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. 1./, 1784 Sec. 3, paragraphs (3) and (25). ,_; CoUNTY OF WASHINGTON) STATE OF PENNSYLVANI~ r 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, publis'hed weekly having its place of business at Washington, Washington County, Pennsylvania, and is act- ing .as its agent, .in this beha!J; that the said WASHINGTON COL'NTY 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 tile printed notice cr 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: ............ ~~r. ... ~?..! .... ?.~-~---~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 <h;, ,ffid'"'' " <o '~~ '"' oh"'"(t!' ~ ' <=· uftd.. ............................... !. ••••••••••••••••••••••••••• Sworn to and subsc ___ 3.9Jy.d;-a: oL·------~-~~_ri7 _______________ :, 196 ___ ? __ ..... ~_{!__ ________ ,_, ..... . otary Public KATHERINE C. YARD, Notary blic Washington, Washington Co., Pa. My Commission. Expiros November 1, 1969 Editor 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. ' < < .. ~~ ~W --:,l·• . . I ' • ' ..... ·--...... -...... : .. . •~·' '. "-*"="'· ·<·:· ,.· POSI, JENNIE, Dec'd. ~g~~t~~ ~~~~-ngahela, Washington Ex~cutrix: Dolores M. Posi 541 East 'J!ft_l! St., Mononga,hela. Pa. "15os3 orne y s : Murphy & F 30 Fallowfi.,Id Ave., Charleroi, r~~~ei5o2~ \ Proof of Publication of Notice in The Valley Independent "' Under Act No. 587, Appro•ed 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. Po;re, Secretary of Man Valley Newspapers, Inc., a Penn- sylvania corporation, publisher of The Valley Independent, who, being duly sworn, deposes and says that The Valley Independent is a daily newspaper of general circulation in Fayette, Washington. and Westmoreland counties, Pennsylvania, and elsewhere, published in the City of Monessen, Westmoreland County, Pennsylvania, that it was established June 28, 1902, since which date The Valley Independent has been regularly issued in said county, and that o 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 11, 1968 May 18 and 25, 1968 Affiant further deposes and says that he is General Manager of The Valley Independent, a daily newspaper of general circulation, and as such is authorized to verify the foregoing statement under oath, and Affiant is not interested in the subject matter of the aforesaid notice or advertise- ment, and that all allegations in the foregoing statements as to time,_ place an~acter of publica- tion·ore tru.e. )-y-~ ) ? C ~ COPY of NOTICE --~--·-·.Letters t~stamenta,.Y on .the,.estate of ~ennle Post late of Monongahela~ Wash-mgton County;· .,deceased; . having, been · •granted ·by the· ,Register of Washington Countv •. notice is hereby given to afl,per-sons indebted to said estate to make· im· mediate pavment, and to those having claims alJilinst the same to present them Without; delay to Dolores M. Posi, ex"'' 'utor;. '541' .. East ·:Main. St .• 'Monongahe.la,'J Penna. Murphy, and France, attorney, · 308 Fellowtield . Ave., ·charleroi, Penna. l' """ -·I ' ·: .. , 1111.18.25 -----~ __ ___J My commission expires STATEMENT OF ADVERTISING COSTS: Murphy and France, Attorneys at La~ 308 Fallowfield Avenue ·------------- Charleroi, Pa. 15022 TO MON VALLEY N:EWSPAPERS, 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 Man Valley Newspapers, Inc., publisher of The Valley Independent, a daily newspaper of general circulation, hereby acknowledges receipt of th~ aforesaid advertising and publication costs and certi- fies that the same have been duly paid. MON VALLEY NEWSPAPERS, INC. By~r -~~~~: s