HomeMy WebLinkAboutOC1969-0590 - ESTATE OF TOMSIC......
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~n tift Qbnn1 af C!tnmmnn 'ltas af Ihts1)ingtnn C!tnunty,
'tnnsyluania,ODrp4ans'C!tlt1n1 Dittisinn
ESTATE OF No._63-69-590
john 0.Tomsic,
deceased.
In the matter of the First and Final
Account of Margaret S.Tomsic
Executrix
ADJUDICATION AND DECREE
And now May J!o!,,19 70 ,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due considerationther~.ol tb:--.haO~ce for distribution in the hands of the Accountant is determined to be,
$S},7LI.,and the account is accordingly confirmed;and it is ordered,
adjudged and.de~ree~that the said balance be paid out by the Accountant in aC,cordance with .the
sch~dule of distribution hereto attached and made ,a part hereof,unless exceptIons hereto be flied
sec.reg.or,an appeal be taken herefrom se~.I,eg.,'.'
"
..
SCHEDULE OF DISTRIBUTION
Balance per account --.,;..I $33.751.02
_"{e',
e or all the
and .to pa.reel
11,page 16.
Nottinghwn Town-
2,3,4,5,6,7,
of rec rd in the Record-
".
Balance,_
Deduct Clerk's Costs &Receipt:)..s _
Af!torney_,_.....A""-'.~S=a~m~u=.::e~l=__...=O~d~d~i=___
Russell Marino,Clerk 0.C.,costs in certifying
~eal estate to Recorder,
John D.WOQdwapd,Recorder,costs in recording
certific~ti~n or real-estate,,
,:".1..·~'.,.
REAL ESTATE TO BE CERTIFIED TO THE RECORDER 0
BYTH:.E:'CLERK 'OF THE ORPHANS I ~COURT DI
ALL those certain Lots or pieces of ground
~-!
ship,'Washington County,'Pennsylvania,being Lot
8,9.,,;).0.,and ~2 in Par..~iew Estates Plan of Lot
erl~Office of Washington County in Plap ~oo~Vo
John O.TODlfJic,devis?r,to Margaret;~•.Tomsi
right,title iand".undivided 1/5 interest·or·'the d
of real estate described aal,VIZ:
; r.•~Ii.~.
$33.751.02
44~20 $33~706~52 .
f&.~'FI6"'O Ie -9-7(j...,.1:0-0
1~.s~._,,__"',""f,.4.00 l ~'-'04S<lo(.)(,../'U;V~.r.:.JI..I(;~.·~~1i~f~·
.L.2Q d:h<i>~
I $33,695.02
Russell Marino,Agent,transfer inheritan~e tax,36.;U
I .$33,658.65
Margaret S.Tomsic,widow,residue,including c sh,Pld.3l.31-t:.-9-70
550 shares Western Pennsylvania Nation~l Bank s ock ~
valued at $16500.00;itlterest in real estate as .//~;;6.
hereinbelow described,'held in kind and distri u-a
.ted as such at the appraised val~e,credit to be
taken by the.accotlntant for items of stock ad-
vanced prior to distribution by the Court,
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.See Deed Book Volume 1119,page 17,and Deed Boo~Volume 1208,page 111,
end excepting therefrom conveyances of Lots Nos.lIllA,I'and 14,
CERTIFIED TO RECORDER:JUNE 9,1970.
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN REESTATE OF
JOHN o.TOMSIC,
Deceased
)
)
)
)
)
No.'69-590
ELECTION TO TAKE IN KIND AND RECEIPT
1,MARGARET S.TOMSIC,to hereby elect to take in kind
550 shares Western Pennsylvania National Bank Stock,being
part of the assets in the above Estate and having an Inventory
value of Sixteen Thousand Five Hundred ($16,500.00)Dollars.
1 hereby further acknowledge that 1 have received said
550 shares Western Pennsylvania National Bank Stock,and
authorize the Executrix of the above Estate to so account for
same.
Witness my hand and seal this
Witness:
day of May,1970.
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"
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
j
IN RE ESTATE OF
JOHN O.TOMSIC,
Deceased
...,.
)
)
)
)
)
No.63-69-590
RECEIPT
I 'KNO~-1 ALL~~ME~l BY THES"E PRES,ENTS,that 1,MARGARET S·~
TOMSIC,do hereby acknowledge to have received from MARGARET S'•.
TOMSIC,Executrix,:i'the residuary balance of the above Estatel:in
the sum of Thirty-three Thousand Six Hundred Fifty-eight and
65/100 ($33,658.65)Dollars,in full of the amount awarded to
me under the decree of the Orphans'Court of Washington County,
Pennsylvania,entered at the above number.
1 do further authorize and direct the Clerk of the
Orphans'Court to enter a receipt on the Audit Docket in my name,
place and stead.
WITNESS my hand and seal this 8th day of June,1910.
Witness:
IN THE COURT OF COMMON PLEAS
OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
No.63-69-590
IN RE ESTATE OF
JOHN o.TOMSIC,
Deceased
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A.SAMUEL ODDI,Esq.,
6313 Willow St.,
Finleyville,Pa.15332
.-,".-
Form RCC-33
RESIDENT DECEDENT
~!:J-~-]5'1 1
,L/1-71307
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF WASHINGTON
IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the·
Register of Wills of the County where decedent resided;Return is due within one year after
date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of
.the Inheritance..~n!iEst,ate1'ax 1\ct of HI6L)
........Eseeutm'ix
and say S
...........,19 §9 ,r testate 'leaving a last will,copy of which is hereto attached.}
(nay)(V""r)L~
of the estate at the above-named decedent being duly sworn,depose S
...........Ap:J:'~~..14
(Month)
County of
Late of .
IN THE MATTER OF THE'ESTATEOF
AFFiDAVIT OF tJ
......................J~~···9.··~·····~~~~3?~·~~···~i·d;;;;;;d~~t·)···············........................................EXECUTOR I.j ()1/~:3 0 0 _
Wash ton .ADMINISTRATOR
MARGARET S.TOMSIC
Decedent clied
State of .....
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
A•.Samuel...0ddi•....Esq.••.......6313...W11low.....St.••..Finleyv11le.•.....Pa•...........................
15332.........................................................•....
That as such ,m.cutr.1x deponent is familiar with the affairs of said estate and the property con-
(Ex"c"tor·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 deputy of another,or in decedent's individual name,with right of access by another as agent
or deputy,with the exception of the following:-.
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO.DECEDENT
None
That the .contents of said safe deposit box or boxes are itemized under Schedules of this---return,with the exception of the folloWing,for the reasons hereinafter set forth:
That Sc.hedule A attached h,ereto and made part hereof sets forth fullv and in'detail all the
real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It
also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving
the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record
thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent•.
That Sc.hedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of death;all moneys left by.the .decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit irl banks
of deposit,saVings banks,trust companies,or other institutions,whether indiVidually,or in t~tist.for'.../
any other person or persons giving also separately the accrued interest thereon,if any,down to the last
interest day prior to 'decedent's death in the case of saVings banks,and to the date of dece~ent's death
in all other cases;all bonds,postal saVings,treasury certificates or notes and other eyidence of in-
debtedness of the'United States to the decedent;all obligations,whether by statute,or agreement they
are designated as tax free,of the United States,or any state,or political subdivision thereo~or of
any foreign country,.which a~e owned at the time of death;all wearing apparel,jewelry,sllve;wa~~,pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all
other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated
market value thereof;all bonds and mortgages held by decedent and of all claims due and OWing decedent
at the time of death,and all promissory notes or other instruments in writing f~r the payment or money
of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giVing the face
value and estimated fair market value thereof,and if such estimated fair market value be less than the
face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable
to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the
proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends
due thereon.and\unpaid as of the date of death,bonds and accrued interest thereon to the date ofdece-
dent's death and other investment securities owned by the decedent ~t the time of death,with the market
value thereof at such time.
.
.'
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In the case of securities of close or family corporations,the values reported.are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the flfir 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
contained therein and in the case of transfers ofproperty,real or personal,within .two.years of decedent's
death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or
after death,said schedule sets forth the nature and value of such property,to whom transferred,the
relationship of the transferees to the decedent,the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers.'In the '~ase of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.TherR is also set forth in said
schedule a list of all property,real and personal,with its value,whi~h 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.vestfdin"dec,edent,~:J.ther intlividull:Uy ort jointlr,by the will,~eed,or other instrument of another,
:'with a copy of the instrlment 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,'1the'nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement shoWing which of the beneficiaries named in the decedent's will,if any,died prior
to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary.
That Schedule E attached hereto and made a part hereof sets forth all property,real and per-
sonal,owned by the decedent jointly with another or others,including intangible,standing in the name
of the decedent and others,plus the date and place of record of instruments effecting the vestiture of
real estate and the date of acquisition of personalty,plus the name,address and relationship,if any,
of co-owners to the decedent.
That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of...death;taxes accrued charge.able for period prior to decedent's death (except.those allowed under Section
651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga-
tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the
estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that
the amount of tax assessed can be reassessed in accordance therewith.
That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,·
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ..
__.,':.':7/'....-da:OflJ~1t7···································19...§9.~==~~
....·······..·..·~·~u.·~p·,~~.:·I·I-,c·~g~l.tlae..rl·l·~y..Pc·~o..b,I·i·Cp..·a·.....· · ·(S;;;t..N~;b~r ·..······..· ·..
".My Cor.lmissio~'Expires ..~.~:r.!.~~~.~~~..~~?~.~?.
January 29,1971 (City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word "None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
RCC-34 (1-64)
COMMON\¥EALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE uA"
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 liE".Property h",ld by
the decedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located in the Commo[1wealth of Pennsylvanla should be
described by lot and block number,street and street number,together wi th
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;If a farm state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
(1)(2)(3)/
,-DEPARTMENT
ASSESSED VALUE VALUATION
FOR YEAR OF ESTIMATED CAUTION
DECEDENT'S MARKET VALUE (Do not write
DEATH In this space)
ALL the undivided one-fifth interest of the
One-fifth interest
See Deed Book Volume 1179.~~J~Deed
Book Volume 1208,page ill,and excel ting therefrom
conveyances of Lots Nos.11 and 1U l s shown on
Schedule B,and Lots Nos.13 and 14 conveyed prior
to death of tCede~~~'101\~~~d~YV;,~,./1 :>l1q-?
43,712.80
$66,085.30
acres at $800.00 P-er acre /
('...j,D;-C 7)
decedent in and to
ALL those certain Lots or pieces of ground·
situate in Nottingham Township,Washington County,'
Pennsylvania,'being Lots NO:~Parkview
EStates Plan of Lots of record in the Recorder's
Office of Washington County in Plan Book Volume 11,
page 16,having a total acreage of 44.74S-acres
at $500.00 per acre 1-\Vr~i~1*;1;1i~$22.372.50
and Lots Nos.3.4,5,6,7.8.9,10
and 12,having a total acreage of 54·641
Insert this total opposite "real property",Schedule "A"in the X X X X X
"As Reported"column on the last page of this return.
$13,217.06
,.Rec ;-~5'
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "n"
PERSONAL PROPERTY
I ';,
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta-
tive trust accounts,must be listed,despite the fact that they are not of the administered estate.
Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,and fUrnishings,b.0oks,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 es tate or fiduciary in said capacity,partnership interests,interest in any undistributed
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.
2 1964 Dodge Sedan.selling price -
4 3~Deferred Debenture Bonds:
Item
No.
1
5
ITEM
List and describe fully,
550 shares Western Pennsylvania.National Bank
Face Due
50.00 July 1,'i969 49.60
75.00 II 1970 72.20
75.00 II 1971 70.05
75.00 II 1972 68.10
50.00 "1973 44~20
25.00 II 1974 21.40
50.00 •1975 41.50
One-fifth interest in net proceeds of sale of
Lots Nos.II and lU,Parkview Estates Plan of .
Lots,Nottingham Township,for a total con~~-~
sideration of $50,000 .00 (including,brick ~
dwellmg'barns~~~~
~SQ)
UNIT
VALUE
ESTIMATED
MARI\El'VALUE
8,898.00
DEPARTMENT VALUATION
(Do not write in
this space)
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
-'--~~._.-
xx
;
RCO-,'6
COM~fON1mALTH OF PENNSYINANli\
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SCHEDULE "c"
TRANSFERS
(1)Did decedent,within two years of death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)No
(2)Did decedent,within two years of death,transfer property from hims~lf to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)~O
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer _
(b)State of decedent's heal th at time of making the transfer.(Note 1).
(c)Cause of decedent's death.(Note 1).
(4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate
consideration therefor which was to take effect in possession or enjoyment at or after his death?
(Answer yes or no)__~N~O _
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?---------(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)No
(b)The right to designate the persons who sb~ll possess or enjoy the property transferred or
income therefrom?(Answer yes or no)N_O __
(6)If the answer to (5)(b)above is in the affir~ative,state whether the right was reserved in decedent
alone or 0 thers _
(7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to
pay income to or for the benefit of care of transferor?(Answer yes or no)__ANDOL-__
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)No
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)__
NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as
well as a copy of the death certificate.
NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property
transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with
relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans-
fers are claimed to be non-taxable,also ~ubmit detailed statement of facts on which said claim is based.
NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E.
ITEM
None
DESCRIPTION MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
.-"','"..
RCC·,37'"'"(12.63),
COMMONWEALTH OF PENNSYYLANI~
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
,.
SCHEDULE "D"
BENEFICIARIES
,
BENEFICIARIES AND ADDRESSES (RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFstatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE
wise,in estate)forth this fact.)OR NO BIRTH
MARGARET S.TOMSIC Wife Yes FUll age All
5015 !forman Ave.t 'FinleyviI+et Pa.15332
-
(
h
Deponent further says that all the above-named beneficiaries are liVing at this time ~
NAME DATE OF DEATH RESIDENCE
Ii;
OF THE
ESTATE OF
~IATTER OF THE APPRAISEMENT
(Executor-Administrator
must complete "As
Reported"column #1.)
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(')...,oV>V>P.Il THE
!No..:5J4 Year ...lJl.1Will
Administration
JOHN o.TOMSIC
Deceased
Late of Nottingham Township
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County of
·A.Samuel Oddi
Attorney at Law
6313 Willow Street
Finleyville,Pennsylvania 15332
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RCC-81 (2-64)
COMMONWEALTH OF PENNSYLVANIA
..DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
MARGARET S.TOMSIC
(Executor~
IN YOUR REPLY PLEA8E
REFIER TO .37-220-8
.j
In Re:Estate 0 f ..io!J,JJ.O.u.HNu,--lO\LL-.-,TOI.loUi.}f;u"Sl.oloI~C"--_
____--=W~·A~S~H:.:IN~G~TO=N:....._County -File No.63-69-590
Dear Mrs.Tomsic:
You are hereby notified that the original
appraisement in the estate of John o.Tomsic
has been filed in the office of the Register of Wills qfWashington
County on September 4 ,19~.Said appraisement reflects the
following valuations:
Re al Es t ate _-'-__-"'i~3~.2~1f:1..17u.~O:.ll!6:.--___
Personal Property ~2~6~t~3~5~2~.~0~5~_
Transfers -=-:,...-:,...,....,,--,...,..-.....,-_
Total ..,.--.'3"-'9ut:...::5~69L:.~1=1'____
As to such tax that is paid within three months from date of
death,a five (5%)percent discount is allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (8%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Dat e ---:S=..;e:::.r:p:...::t..;::,emb=e::.::r"---=E4:.Lt-=1::...l9;.:::6;L9__
DATE OF DEATH:April 14,1969
I
Note:This is not a bill.
RCC-39 (&-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of TOMSIC
(Last Name)
JOHN
(First Name)
O.
(Initial)
DATE OF DEATH 4-14-69 FILE NO.63-69-590
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".
09-04-69
04-14-69
Dated:----~----:"=---7-:::-----
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
VALUE AS REAPPRAISED
$-------+--,~?17 Oh
26.1'12 0'1
39.569 .,11
VALUE AS APPRAISED
$
CLEAR VALUE OF ESTATE
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)
Valuaiion of life estates or
FOR USE OF REGISTER ONLY
Tax on '$----------+--A
Taxon $~
Tax on $5%
Tax on $10%
Tax on $15%
&e~tioos *
Total Estate --I-__
TOTAL TAX
COMPUTATION OF TAX
$--------+---
$-----'---~--
$------~-
$---------+--
$--------1--
$-1.__
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death ::::::::::~t===
TOTAL TAX BALANCE :-_-_~~
PAID $-..JC
BALANCE OF INHERITANCE TAX DUE $C
Add interest at rate of 6%from_____to $-----~
AMOUNT OF ESTATE TAX ASSESSED $--__~l-
Estate tax paid $--.ll-
BALANCE DUE $---Jl-
Add interest at rate of 6%from
-------(to-----
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
..:rOI-!l'J Q.~'l'OMSIC
Deceased
Late of .
County of
...UN.ION.TWP•....
WASHING'IDN .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
;
I•
Fonn RCC-2
n9ARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
~•"RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~.~~..~.~~.~4.!.~.?§.?.
pOV~Y ~~.~.!l.~g,~~~.
FILE NO §?.::::.~9::.2.9Q ..
Whereas,JQ.hn Q.ll T.QmR.i.9.late of v.~~.9.~~..~.
in the County of Wg..l?hmgw.p.Commonwealth of Pennsylvania,having died on
the 14.t.h day of Ap~.~19§?,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W•.R Cb.~~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 a.ppraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future interest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles
$
REALTY:
All the undivided one-fillith interest.of the decedent in
and to:All those certain Lot s or pieces of groud situate
I
in Nottingham Two ••Washington County,Pennsylvania,being I
in Parkview Estates Plan of Lots of record ILotsNos.1 and 2 I
I
of Washington County in Plan Book IintheRecorder's Office
Vol.11,page 16.13,217 06
PERSONALTY:
See copy of Schedule "B"attached.26,352 05
I
I
Total 39.56<11
I
I
formf;V::~hbl::::~h~w~~~~~~~:.~a~o~e~e~~e ~:e':~~~r.~i..at~~;~~
:.~Appr8Jser........··..·········..Z·....···~··L(~;;:;b~···~d··St~~~·t·;·····.........................................................
~.....':7 ···········iV;;;o;;;;;,·······································....Penna.
................WASHING.TON ....County
/
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JOHN O.TOMSIC
Deceased.
Late of
.......UNI.ON TWP .
Date of Death,Apdl.14,l..96.9 .
Appraisemellt Docket Vol.,3.7..
Page,~4.~.$No J>.J~f'.9~5.9.Q .
Filed in Register's Office,.s.~pt.,I..4.,19..6.9.
Amount of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo,ut Appraisement,
Appeal jt-om Appraisement,,.
Entered and charged,
"
}
Form RC C·lO
~.J -~?-Sj70 JDEDUCTIONSALLOWEDIN
,....•.~---,-
THE SUM OF ............$7.9(J.,:~OFFICE OF TME STATEMENT OF DEBTS
REGISTER OF WILLS ')'1,t-7dWASHINGTON·AND DEDUCTIONS 0"'(('0"'0 ~OF COUNTY .,....................~......................".,..,.,...
AND AGENT OF THE COMMONWEALTH UAI-Il \I,",v v 'VV"\
Regi.ter 'of Will••Age.t JT
ESTATE OF JOHN O.TO}1SIC Union TownshipL.ATE OF
DATE OF FIL.ING APPRAISEMENT June 30,1969 OATS OF DEATH April 14,1969
DATE NO.OF NAMIL OF PAYEE REMARKS AMOUNTVOUCH"'1ll
1969
May 10 Margaret S.Tomsic Family Exemption $1,,000 00
May 9 Register of Wills Letters Testamentary and
2 Short Certificates 20 50
May 21 Washington County Reports Advertising 14 00
Mav 21 Observer-Reporter Advertising 14 00
June )0 Register of Wills Inventory 4 00
Sept•16 Register of Wills Short Certificate 1 00
.1970
850Mar.20 A.Samuel Oddi Attorney Fee 'f 00
Mar.20 Register of Wills Filing Account 16 00
1969
Mav 1 Edward B.Garry Funeral Home Funeral ,1,490 00
Queen of Heaven Cemeter,y ,452 50
FunerallVlass and Flowers 45 00
Total $),901'00
r?~~J7(fJ;A A -}{{.~A ~-,c:"--6?AI A l)f 'f'{s7J
~(,OA.til)A_A.-:..l'~~1L :;:t;;/(/it Sc:J
V /I
-
COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF ALLEGHENY
I,MARGARET S.TOMSIC HEREBY CERTIFY.THAT,TO THE BEaT OF
MY KNOWLEDGE AND BELIEF.THE FOREGOING ISA JUST AND TRU E STATEry:NT OF DEBTS.FUNERAL.EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF JOHN O.TOHS C DECEASED.AS DEDUCTION$FOR
INHERITANCE TAX PURPOSES,
2zz,7dALZ .d ~.
19th .....·~7--~(L..5.1
SWORN AND SUBSCRIBED BEFORE ME THIS~J MarCh!,1It 70
DAY OP'
Ie ~-J-75
PAULINE G.KEALLY,Notary Pu liC
South Park Township,Allegheny Co.,Pa..
My Commis~ion Expires
~January 29,'1971
,I
,I
..-\
.",I
. I
. I
.,
,,
/
.:j'
,...c..,,f
CQ,MMONWEALTH OF PENNSYLVANIA
>-DEPARTMENT OF REVENUE
HARRISBURG
RCC-43 (5-65)
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
,".
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINANCIAL INSTITUTION Westal"n Pennsylvania tJational Babk
ADDRESS 3S&OExtensi()1'l AiTenue,Finleyville,Pa •.15332 .
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT__O;;,.o:5.;::.2..;.:24:.::;.30~•.....;:;S2;:;.:7~.~(C:.:.:he:::..:::.c=kin=.::sag.!...)~·J'....;,.':~__
NAMES ON ACCOUNTOR,INVESTMENT John Tomsie,Anna Tomsic,Ralph Tomsic
~.---
DECEASED JOINT DEPOSITOR,./TRUSTEE OR INVESTOR J;:;.;o:..::hn:::......:T:..:Q;:;:m=si:..::c~_V=-··_·i-/j __.._
ADDRESS R_.D_._·_E1_g_h_ty_F_()ur_,_Pa_._l5_3_30 ~~_
DATE OF DEATH April 14,1969,/
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Anna Tomaic,Ralph Tomsic
ADDRESS __R_,_D_,_Ei_.·_gh_t_f_F_o_UI'_,_P_a_,_1_53_3_0.:........:'~--..,;_:.------
.J
RELATIONSHIP TO DECEDENT SisteJ'?&Brother v
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED Nov.,6)1942
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $$13,450.36
RCC-134 (8-65)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVEl-WE...Bll~'!!AU OF COUNTY COLLECTIONS
p,...-./INHERITANCE TAX DIVISION"
~"•\.4
OFFttlAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
."ASSETS NOT SUBJECT TO ADMINISTRATION
iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii"'iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiliiiiiiiiiiiiiiiiiiiliii~·iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii,.;
TO:ANNA TO),fSIC,RALPh TO~iSIC Date:MAY 1,1969 '
R.D.County WASHI~OTON
E,IOHTY FOUR,PENNSYLVANIA'15330 './':7 /'/)/0/\___County FileNo.0\Tb~·\L7(J'
Bureau File No.0 /)'-~Rl{!-jT
We have received notice that,an.le~lm..1L"(~mXIXXU:XUXXXXXXAJ(XXXnXXXUX
on April 1419----2.?you came into ownership of certain property throug,h ~'lli.K1ilirI~lUmX
'til~UWJiil~transfer from JOHN TOMSIC,Deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed upon you,as transferee.
The ,property on which tax is hereby.ass.essed consists of:·Jt,,'Checking Acct.6052 430 821heldinthew~STERN PENNSY~VANJA NATIONAL BA~1{,FINLEYVILLE OFFIOE,
app~tfd by the Commonwealth,as of the date of de1~at $__...:1:..:3:..i''t..4::..:5::..:O:..;.:..:3:..;6:..._
___%of this amount is taxable at the rate of %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
ASSESSED BY:_~~~=Jt..""=-.'J'.~-d::.l.t_J ..G~~-"""M~:-~'(',t;,-'__---
(Agent for the Commonwealth)
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
o If you pay the above amount within three (3)months
of the date.:Fif feati&f the decwnt,or on or
before U y 19 ;you may deduct a
discount of 5%of the amount of tax due,or
o This tax became delinquent one year after the date
of death of the decedent and,in addition to the
tax,statutory interest at the rate of 6%of the tax
per annum is also due as of *_
19 in the amount of
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum until
paid
~,I
APPRAISED BY:-=.-A=--II_,--l.--rC~-=--~~-
$
$4.t..,4..-,;8~3...:..•...:..45.:..._
6'72.52
33.63- ----_.-..----
",,612.52
$--------
$=================_.
INSTRUCTIONS TO TAXPAYERS
(over)
Make checks or money orders payable to:
'KLL#£/l /IM~,¥
~d 411q557
7 ~/8 -73
~-I~t/O/~3
To insure proper cred it to your account
this Official Notice must accompany
your payment.Mail or bring it to:
COURT HOUSiE
WASHINilION,PENNA.i630~
,.
ou have alr..ady paid this tax to an executor,administrator,attorney or other personal representative of the
edent'for forwarding to the COlllffi1>nw4lalth,list below the dat~pai:d,name and address of the person to whom
made payment,their official title and the amount.)-.,
".._~
te Paid J'Jlll1e and Address of Payee Official Title "Amount Paid ...
'..,~-'.l>.,.
,
der certain circumstances,if,after the date of death of the decedent,you personally paid funeral expen~es
other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended
you may qualify as deductions against the gross value of the property in the computation of tax due.If"any
ch expenditures meet all of the three following tests,it is recommended that you itemize the payments below,
ecute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow
se which he determines to be proper.The tax will then be recomputed and you wi II receive an amended
sessment of tax.
E THREE TESTS WHICH MUST BE MET ARE THAT:
-You were personally legally responsible for these debts,and /
-You actually paid these debts out of the account or property described above and can furnish proof
of such payment,if required,and
-These same debts are not also claimed,for tax purposes,by an executor,administrator or other
personal representative of the decedent handling the administration of the general estate of the
decedent or any other transferee.
SCHEDULE OF DEBTS
ate Paid Name of Payee Description of Obligation Amount Paid
TOTAL $
(attach separate sheet if requ ired)
OMMONWEALTH OF PENNSYLVANIA)
SS:
OUNTY Of )
,hereby certify that the foregoing is a just and true statement of ~
uneral expenses and other debts of the decedent,,for which I ,
as legally responsible and which I did payout of the property herein taxed.I further certify,that to the
est of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance
ax purposes.
WORN AND SUBSCRIBED BEFORE ME THIS DAY OF
19_
Signature of Taxpayer
REPORT OF REGISTER OF WILLS.....
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
ave allowed d~ductions listed above in the total amount of $0
ate of Approval:
Regist~r of Wi lis
----_..,/_1_"
h
o
S
w
b
t
C
C
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f
o
3
2
TH
Un
or
by
su
ex
tho
as
Da
Ify
dec
you
arommOtt1Uta1t~of 'tttttsgluauia.t ss:
lIas~ittgtott Q!nuttty.\
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
j
on the day of
Russell Marino
MAY A.:po 19 69 ,before me,
,Register for the Probate of Wills and Granting
Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania,
the last Will and Testament of
late of
J 0 H N
Union Township
o.TOM SIC
in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probate;and
M A'R GAR E T S.TOMSIC
the Executor in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribed by law;
NOW,THEREFORE,I,Russell MariJ;lo ,Register as aforesaid,do
grant these LETTERS TESTAMENTARY,unto the said
MARGARET S.TO M SIC
committing unto her the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring her
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this
day of May in the year of our Lord one thousand
nine hundred and six t i n e.
..___~..~
Register
#Q4UII'";'_A,~«
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+-e
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0 -f ~0 ~fI1 ......txj (/.l 0 ~~H "II a(j)0~..,_.:=•....fa+-e=
.',~----...........--_..J
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LAST WILL AND TESrrAMENT
I,JOHN TOMSIC,of Union Township,Washington County,
Pennsylvania,do make>publish and declare this to be my Last
Wi.ll and Testament,hereby revoking any and all wills heretofore
made by me.
FIRST:I direct that all my just debts and funeral---
expenses be paid as soon as convenient after my death.
SECO:i\ID:All the rest,residue and remainder of my.
estate,after the payment of my debts,real,personal and mixed,
I give,devise and bequeath to my wife,MAR,GARET S.TOMSIC,
absolutely.
I appoint my said wife,MARG/\RET S.TOMSIC,as Executrix
of this will and authorize and empower her to sell any real
estate or interest in any real estate of which I die seized.
IN WITNESS HHEREOF,I have hereunto set my hand and
1"
seal this -=~~~day of March,1959.
IL~(SEAL)
Signed,sealed,published and declared by the above
named testator as and for his Last Will and Testament,in our
presence,who,in his presence,at his request,and in the
presence of each other,have hereunto set our hands as attesting
witnesses.
STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~ss:
./
The within named Accountant being duly sworn according to law,depose s and say s that the above account
as stated is true and correct os ~h~verily believe,
...-~.........,-~--~--~-~-~--_.._.,.---.-
Sworn and subscribed before me this J:9.th .
day of _.._~~~~~?_19.._!~.
---\J~~&futf;!!:h/~~:~;~;~
•_~~~NE G,aT>..","eghen~
P'"I<.1'ownshlll!Ellpires
south paM~commiSSion '\97'\Januar~29,
Warshington County,ss:
.-.-.-
ublic0.,pa.
I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
prescribed by Statute and Rule of Court,as evidenced by proofs
thereof filed to No...~_3_~_.zO::10.k..:__. .
Witness my hand and official 'seal thiS....¥~~~__
day Of-----~------------~:------;-.19.7/:1.......G<~._~-----_..
Register of Wills
>1\).._~.:
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f1.l ::l0CIl<:.lQ)<:.l ~()<Ii
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Q ~~+3..~~~()r;.,~0 ~[i1 ~:r:il
Eo<E-4 •<Ii (JlEo<.w.0 Ii.!~[i1 z ~!~'ol 8:~(Jl:
~!~I
...
l'\~'iuftt:
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....;~......
The Court is respectfu Ily requested to det:ermine
proper distribut.ilJonin tb.is estate..//IJ .
///'(~0Af/It/./Counsel for A'cco
---------------------------------------------------,
ESTATE OF JOHN o.TOMSIC,Deceased
FIRST AND FINAL ACCOUN'r OF
The Accountant is charged with:
~1ARGARET S.TOMSIC,Executrix
6/30/69
5/10/69
5/21/69
I
5/21/69
6/30/69
9/16/69
3/20/70
3/20/70
5/1/69
Inventory &Appraisement filed:
Personal Property
Less:Interest in Joint Checking Account,
Western Pennsylvania National Bank,
Finleyville Office,which Inheritance
Tax Department ruled on September 4,1969
to be not part of the Estate
Gain on Conversion of Assets:
Proceeds of Conversion of Producers Live-
stock Association 3%Deferred Debenture
Bonds
Inventory Value
Real Estate
The Accountant takes credit for:
Family Exemption:
MArgaret S.Tomsic,Surviving Spouse
Administrative Expenses:
Register of Wills,Letters Testamentary and
2 Short Certificates
Washington Countf Reports -Advertising
Observer-Reporter -Advertising
Register of Wills -Inventory
Register of Wills -Short Certificate
A.Samuel Oddi -Attorney Fee
Register of Wills -Filing Account
Preferred Debts:
Edward B.Garry Funeral Home
Queen of Heaven Cemetery
Funeral l-1ass and Flowers
Forwarded
$29,498.50
3,146.45
20.50
14.00
14.00
4.00
1.00
850.00
16.00
1,490.00
452·50
45.00
$26,352.05
83.91
13,217.06
$39,653.02
$1,000.00
919·50
6/30 /69
Credits brought forward
Taxes:
Payment ale Pennsylvania Transfer Inheritance Tax
$3,907.00
6%on $35,000.00
Less Discount
Total Receipts
Total Disbursements
NET BALANCE"
$2,100.00
105.00
$39,653·02
5,902.00
1,995.00
j 5,902.00
THE NET BALANCE CONSISTS OF THE FOLLOwmG:
Personalty
550 shares Western Pennsylvania National Bank
Stock,delivered to Margaret S.Tomsic,surviving
Spouse
Cash
Inventory Value $16,500.00
4,033.96
Real Estate -Inventory Value 13,217.06
$33,751.02
Observer -Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the News,paper Advertising Act of 16 May,1929,
P.L.1784,a,s amended.
Commonwealth of Pennsylvania,County of Washington,SS:.
Pe'1'sonally ap,peal'ed before me,a Notary Public in and for said County
Richard S.Cowan "and State,,who bemg duly sworn
according to law,deposes and says tha;t he is the S.eCI.et.ary .
of the Obs1erver Publishing Company,a f'ienrusylvania cOl'Poration,and its
agent in thIs behalf;that the said Company is the owner and publisher of
the Observer·Reporter,succ'essor to The W,ashington Obs'erver,established
Sep'tembe'r 18,1871,and The Washington Reporter,established August 15,
1808,a daily news~ap'eir o,f general circulation,printed and published and
having its place of busines's at Washington,Washington County,Pennsyl·
vania,where it or its predecessors have been established and published
continuous'ly for more than six months'prior to the publica;tion of the notice
hereto attached;tha;<t the pr.inted notice or advertisement hereto attached
is a ,copy of an official advertisement,official notice,legal notice or legal
adveTtis,ement,exactly a:s:printed or published in the Ob~lerver-ReporteTin
its regular editions on the follQwing d,ate or dates;..
................................Ma.y l..9..,..2..6.an.4 J..1JP..e 2...,J-,9J~.9...
that neithe'r true affiant nQr the Observer Publishing Company is intereSited
in the subject matter of s'aid notice or advertising and that all of the allega-
~~~n~~~:this affidavit as...to...t~e.tj,:e,/&..~~alC
-i-;-\"'~'I,"C"';i1'l't.~~~I •~OTIC$,.,;~,..,.,'
STATE OF 'JOHNI.0.rrOMSIC~eo,:.,
'
eased la,te,"''-0,_,-,f/li',',lUiUiii2n:~,_g:'~,-,fsh1p~.,i,',ashington,County"p'ennsylvama't"f~'lLetters,Testamental''uP9 eboveestilte,havi e -.'.0 ,
:he undersigii~d,oial]r g.I'
I laims aga\nst,.th :quested to tTiake.';Kn,e '
,to the undersignec'froraJilandallper'sons 'indeb'Te"d1-cedent are requested~to e pay-\ment to the undersigned without de-"lay ,C ,,',.,
Margaret"S.Tomsic':-
(,5015 Norma,a Ave.,cFinleyvillenPa.15332'f·,A~Sa.mueIIOddi"'f...1.~'fAttorneY':':atLaw "":i·6313"WiJlo,w",Str~!et '.;:~;','~,Finl.¢Y.Y.j!l_e.j;~ennsYlva.nia ,15332"Attorney·!t'~;<:-,>1.'"'i''"..,'/'"69118·Mon.·3'1'
Sworn to and
W.26752
subscribed before me this...2.....day oLJ..1Jn~....J.9.,9..9.?!I~~~~~~
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6,1972
I
,Washington County Reports
Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with the Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}SS
STATE OF PENNSYLVANIA •
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 officiaJl legal periodical for said Washington.County,published weekly
hav,ing its place of business at Washington,vVashington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
COUNTY REPORTSwas 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 advertisement 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:
Estate Notices
The Register of WiHs 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
having claims or demands to present
them for settlement to the Executors or
Administrators or their Attorneys.
••••• • • •• ••• •••••
TOMSIC,JOHN 0.,Dec'd.
Late of Union Township,Washing-ton County,Penna.
Executrix:Margaret S.Tomsic 5015
Norman Ave.,Finleyville,Pa.i5332Attorney:A.Samuel Oddi 6313 Wil-low St.,Finleyville,Pa.15'332
"I'·.'.~t.~\,.•
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i\ffi~nuit (@f 1£xrrutnr (@r i\bmittistrutnr
8'tatr nf Jtltltuylualtta.t ss:
<!ll1Ultty nf Bua4iltgtnlt ~
Personally before me,the undersigned authority,a ~~.~.~..~~.~~..in and for said
MARGARET"S TOMSICCountyandState,appeared ~who,being duly
sworn according'to law,deposes and says that s he is the executor ~of the estate of
..............................~~~.~~~~!~:deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of ~9.~9..~!9.~~g ,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named Executor xltrnrnllinrilCDlll:X.~\\C
•'!VI.\va.·..2£........\~I)'t'3-t CI)·,.Sworn and subscrzbed before me thls........Y..!ot!I+.......\.~~~\\e\\'!
.d !f .June 19 60 ~G·~\~\l'I':\~'f,\l~-;/~---" /ay o~:.~......:..:tj;::.,...................7....Vf>.u\.~~t\~'\~~~",.\ss~\,\~~.Q7~~~~~
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,A~ITIONAL INSTRUCTIONS
1.An inventory must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
-.lfUufutnrg nulll'pprniarmrut of the goods and chattels,rights and credits which
were of ~~~~9..~~.~.!-P..:late of ~~~~~~~~~p..
Washington_County,Pa.,taken and made in conformity with the above affidavit.
J
PERSONAL PROPERTI
550 shares Western Pennsylvania National Bank @ 30
1964 Dodge Sedan,selling price
Interest in Checking Account,Western Pennsylvania National
Bank,Finleyville Office
.Y;"Deferred Debenture Bonds:
DOLLARS
16,500
3,146
CENTS
00
00
45
~.~
50.00 1969 49.60
75·00 1970 72.20
75.00 1971 70.05
75.00 1972 68.10
50.00 1973 44.20 I
-------
25.00 1974 21.40
I 41.50 367 0550.00 1975
One-fifth interest in'net proceeds of sale of Lots Nos.11
and llA,Parkview Estates Plan of Lots,Nottingham Township,
for a total consideration of $50,000.00 (including brick
dwelling,bar~\and outbuildings)8.898 00
50
~
m ~3-t f)o 5j6
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,,
Inventory and Appraisement
IN THE ESTATE OF
JOHN o.TOMSIC,Deceased
Filed i!.~..'.?:?,1969
\~1:~'""CT)~;::o c.o
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r,"".::~''!A.Samuel Oddi
Attorney at Law
,6313 \Villow Street
FinleyviLe,Pennsylvania 15332
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ESTATE OF JOHN O.TOMSIC.Deceased
REAL PROPERTY
ALL the undivided one-fifth interest of the decedent 1n~and to
ALIi those certain Lots or pieces of ground situate in
Nottingham TOwnship.Washington County,Pennsylvania.being
LOts Nos.1 and 2 in Parkview Estates Plan of Lots of record in
the Recorder's Office of Washington County in Plan Book Volume 11,
page 16.having a total acreage of 44.745 acres at $500 .00 per
acre $22,372.50
and Lots Nos.3,4.5,6, 7,8,9.10 and
12,having a total acreage of .54.641 acres
at $800.00 per acre
One-fifth interest
43.712.80
$66,085.30
j13,21Z.06
See Deed Book Volume 1179,page 17,and Deed Book Volume
1208.page 111,and excepting therefrom conveyances of Lots
Nos.11 and 1lA as shown on Schedule of Personal Property'.
and Lots Nos.13 and 14 conveyed prior to death of decedent.
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In the matter of the A,udit of Account in
J
JOHN O.TOMSIC,DeceasedEstateof---''----{
TO THE AUDITING JUDGE:
'69-590No._
my the EstateEnter__--'''--appearance for _
8th day of May ,19~
N.B.-Counsel shall,by.separa:te paper,present a concise statement of each
claim,with supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
'69-590No._
In re Audit of Account in Estate of
JOHN o.TOMSIC,Deceased
AUDIT
'rattipr fnr !\ppraranrr
FOR
ESTATE 9f _,JOHN 0 r-l"'Toffi>lC,_..,:'1 '--'
l>'P1 :;:0en'0 C
.....-(!)~ec;e'a'sed
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.......
-0:-0 rv1>en .........
A.SAMUEL O~DI,Esq.,
6313 Willow St.,
Finleyville,Pa.15332
348-7657 348-7367
A,ttorney
~2
t.••PETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form J
JOHN o.TOMSICEstateof_ -..- ---------------.--
Deceased
169-590No.__ _ .__._- -..
..MARGARET S.TOMS ICFlduclary_.._____...
Ex.ec)ltrix.........................................................................--_-.
~~::d~~t's death ~P.E~.~._..~.~.L.~~.?~.g~~~t o~f Letters.__ __..~~r.~.~..}.~§.?>•••••__••
This is the f.;.~~.~..~.~~LJ;.~~J ~account filed in this estate
If there have been .former accounts filed·in this e~tate,list .file number or number and term _ _.
Not applicable............................................................................................................-----.
Election to take
Under or Against will.(cross out one)
Date Election Place of;
Filed _.._Record ,.~-.--------.
Name of surviving spouse __.~~q~~~~~_~_.__~~~~~.~___. .____..__..
List issue,where material:
None
Did decedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate)
'la.No.If answer yes,name them None ~_.__ __._...
...................................................................................................-_=---_----_.
Leg.atees
MARGARET S.TOMS IC
Relationship
Spouse
Interest
All
Fiduciary,if deceased or not sui juris
List,if exceptions to above:Adeemed:
Not applicable.
Revoked:Lapsed:Abated:Give Cause:
If partial intestacy,give facts:Not applicable.
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?-Yes.t'*x
If any exception give cause:~<?~.~.
File copy of Noti~~Notice mailed May 8,1970 '..
and date of mailing :_ .
Is estate subject to the filing of a Federal Estate Tax Retur':l?..'~~.~.'~~~.~~~~~.~~.~~.~,..~.~.~.~~.~.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $..J.t.~9.:?!.Q.9....<.~~...g.~~.c:;:.g~ntJ .
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
Not applicable........._---___--_---___-___-_-__.__._---_-_____..___----------___-.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog,ether with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
......1...(I ;
Balance for distribution per account,
Itemize any additional debits not shown by account:$~J.'-7..?1.'!.Q2 .
Total additional debits (Add)
Itemize any additional credits not shown by account:
$ _.
':d'
Total additional credits (Subtract)
Balance for distribution
$ _.
$}~.,.?2J.~.Qf .
16,500.00
13,217.06
4,033.96
$33,751.02
Inventory ValueRealEstate(Description attached)
•Cash
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
550 shares Western Pennsylvania National Bank Stock,
transferred to Margaret S.Tomsic,surviving spouse
Inventory Value
_~~,-.J
·,"
If Family Exemption claimed by Petition,give place of Record:~Q~~PPJ.~~~_Rl~__.
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.
Family Exemption is claimed by Margaret S.Tomsic as surviving spouse.
List any advancement or distribution on account that has been made,and nature and amount of same:
550 shares Western Pennsylvania National Bank Stock,having an Inventory
Value of $16,500.00,have been transferred to Margaret S.Tomsic,
surviving spouse and sole legatee.Election to Take in Kind and Receipt
attached.
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:
Entire balance to Margaret S.Tomsic,surviving spouse and sole legatee,
and devisee.
COUNTY OF WASHINGTON,55:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly._._~~<?-;-~doth depose and say
that the facts set forth in the foregoing petition are true
to the best of ~~.~.._.._knowledge and belief.
.................~~~~~_.to and subscribed before
me this_L~.TH...day of ~~.Y.19..?g..
Signature of officer_(f.~__IL_~/.
Title of Officer ~--er.~----------
Office expi res:A!.G•.K'!l'llu:y.,•.MCl1&I:l.p.I!~)!~••••••••••••••PAULI .hip "neth1lRY Co.,...
south pa~ky T~::~ission Expires
January 29,!971
And your petitioner will ever pray,etc.
.ESTATE OF JOHN O.TOMSIC,Deceased
;72?~~._.~~~.
•'!'.
~!No.169-590
',~Estate of JOHN O.TOMSIC._.--_..--------_ _-_--_-_..__-_-_...
Deceased
. .MARGARET S.TOMSICFIducIary_.~_.---- ------------------_.-"---
Executrix
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:pa rag raph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all Counsel in the
case.
2.Copy of order appointing Guardian ad
litem,if pertinent.
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
A.Samuel Oddi,Esq.
6313 Willow St.,
.....__.~_~~_~_~~~_~~~_~__..~~_!J?~_~_~.__..
348-7657~2 348-t!i6',ey
'Vd "00 NOIONIHSV/I\
SlllM ::W tl31SID3U
ON IH Vti Tl3 SSnH
22 II I~V 52 A~~I OL
qa 3 -,f .;:i
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A.SAMUEL ODDI
ATTORNEY AT LAW
6313 WILLOW STREET
FINLEYVILLE.PENNSYLVANIA 15332
348-7367
.:.
May at 1970
,.'.""Ii:~
Mrse JobaO.Tomsle
SOlS NOI!1llal\Ave-.Pinleyville.Pa.15332
Dear Mrs-Tomsicu
The Betate of John O.Tomsic t Deceased.wl,11 be
called for audlt betore Judae MUlno of the Ol'phans t
.Court of :W4shlftif:Otl....COUll'"I.Pennsylvania.on Thursday •.Ma,21.1970,at 10;00 otclOClt A.K.
It is Itot aec"suy that ,ou be preaent at eMsb~g.
ASO:pgk A.S4mue lOeSdl
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