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HomeMy WebLinkAboutOC1969-0735 - ESTATE OF BABINECRCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~ BURfi.AU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ~:J-t:,9-· 73~ OFFICIAL NOTfCE of"iNHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION J TO: __ ~M=R=S~·-=I=RE=iNE~=B=ED~N~E=R~------ 444 SEVENTH STREET Date: ___ J.._u~n ..... e___,._3....,0+, _1~9,._6._9 ___ _ County __ W...;.;;A..;;.,:S~H~I;;;.:N..;...:G:....:T:....:O:....:.N.:..__ ____ _ __ ..;;;;.DQNORA, PENNSYLVANIA 15033 County File No. _________ _ Bureau File No. _________ _ We have received notice that .Kd§~~lf{~lifl}(Q"{X:X::X:XXX:X:XXXXXXXXXX:X:XXUXXXX.XXXXXXX...U on June 11, 19___.6..9, you came into ownership of certain property throughXNdUGlfXU~XOO'.XOCiJ.XU!XX ~l*~~~~»XKX~ transfer from STEVE BABINEC, 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 assessed consists of: Jt. Bank Acct. #1308 held in the _ PITTSBURGH NATIONAL BANK, DONORA OFFICE, DONORA, PENNSYLVANIA in the names of STEVE BABINEC or MRS. IRENE BEDNER. Opened 12-9-66. Balance as of date of death, $1,803.94 appraised by the Commonwealth, as of the date of death, at $ 1, 803 • 94 50 % of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount with in three (3) months of the date of death of the decedent, or on or before Sept. 11 19 69 you may deduct a discount of 5% of the amount of tax due, or D 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 TOTAL AMOUNT DUE ORIGINAL ASSESSMENT AMENDED ASSESSMENT 901.97 $--------$--------------- 54.12 2.71 $ 54.12 $ -========- ASSESSED BY =--~~~~~~-~a :::::R-.:::!.1-f!~~~~::=::;"~L--­ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS (over) To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: If you have already paid this tax to an executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwealth, I ist be.!~w the, date paid, name and address of the person to whom you made payment, their official title and the amount. """ Date Paid Name and Address of Paxee Official Title Amount Paid Under certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses or other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due. If any such expenditures meet all of the three following tests, it is recommended that you itemize the payments below, 'execute the affidavit, and return this notice. The Register of Wills will examine the debts claimed and allow those which he determines to be proper. The tax wi II then be recomputed and you wi II receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible for these debts, and 2-You actually paid these debts out of the ac;count or proper'ty described above and can furnish proof of such payment, if required, and 3-These same debts are not also claimed, for tax purposes, by an executor, administrator or other person,al representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee ' Description of Obligation Amount Paid TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: ___ -___ _ I, hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent, , for which I was legally responsible and which I did pay out of the property herein taxed. I further certify, that to the best of my knowledge and belief, these same debts will not be claimed by any other person, for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS ___ DAY OF -------------------------19 __ . Signature of Tax payer REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I have allowed deductions listed above in the total amount of$--------.. Date of Approval: _______ .__ ______ _ Register of Wi lis Fonn RCC-2 COMMONWEfiTH, OF PENNSYLVANIA DATE September 8, 1969 ............................................................................................................. DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ........... ,. .. ,..~~,~-~-~~~.?.~ .. ,. ........ ,.,. .................. -BUREAU OF COUNTY COLLECTIONS COUNTY HARRISBURG, PENNA. 17 12 7 APPRAISEMENT FILE NO. . ............... PJ~.Q9.::.7?..~,. ................. -........... ,. ........... Whereas, .... ,. ...... ,., .. , .... , .......... ,, ...... S.t.~.v~ ... B.ab.ine..c, .... , ............... , ................................... late of ..... , ......................... P..Qn.Q.r.a .......................................................... in the County of .............. , .......................... W.~.~.h.~nr::t.9.:n ............................... , ........................... Commonwealth of Pennsylvania, having died on the ................................ ~f.: .... ~~ ...... ,.,, ...... , ............................ day of ................................. ~W}.<:l ........ , ...................... 19 .. 9..9 ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ................................... W •. R. ....... Ch.an~y ............................................................ , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of A net Values Made for Inheritance Tax Pur poles $ JT. HEI.D: Jt. Bank Account held in the Pittsburgh National Bank. Donora Office, Donora, Pennsylvania in t.he nsunes of S'rF:VF. ~~~~nw.r. OR MR.S IRENE RF:DNAR 901 197 Total 901 97 I fonn~~·::hb~~ ::~~:~ ~~1J~~~: ~.~ o~·~~~i~b~~~~~i~":= .. ~~~~ ., .. ., .. ., .... ., .. ., ........ ., ............................. ;z.,.,, . ., ... .,., .......... ., ......................... ., .. ~~~,~~~-~~~·········· ~~~';"'' ................................. , Penna. I H ••••••••••••• WASHINGTON. .H •• • ••••••••••• County ., ... i l ,,.._t. [l I I ·-~ " RESIDENT INHERITANCE TAX APPRAISEMENT \ r70 MrtR ! 9 PM 3 5 Estate of •• H •• • •••••••• S.TE\IE ... BABI.NEC R u s s E L L ! {A. R l N 0 ························:o;JJ~~J:STER or:· WILLS Late of WASHINGTON CO .• PA. .. OO.NORA .......... ········-·········H·····H·H············H·····H-HH. Date of Death, H ... HJ:un.eH_ll,H.l9.69 .. H ..... H .. H ........ H .. .. AppraisemeHt Docket Vol., .................... 3.7HH .............. H ..... .. Page, ........ H2.62.~JH ... H ....... H .... No ..... H .. 9j__~~-9~73.5. ......... Filed in Register's Office, .. H .. H .. $~pt._~H---~' 19~9 .. H Amount of tax due, $ ............................ H .... H .............................. .. t' DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal j1'om Appraisement, Entered and charged, t ,. C!!nmmnuwralt4 nf Jruusyluauia.} ss. 111!hts~ittgtnn Qlnuuty. KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid on the 18th. day of June A. D. 19 69 , before me, Russell Marino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania, the last Will and Testament of Stephen Babinec,A/K/A Step~en M. Babinec late of Donora in the County aforesaid, deceased, (a true copy whereof IS to these presents annexed), was duly admitted to probate; and Elizabeth Boros, Helen Susky and Irene Bedner rices the Executzati in said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TEST AMENT AR Y, unto the said Elizabeth Boros, Helen Susky and Irene Bedner committing unto Them the administration of all and singU'lar the goods and chattels, rights and credits, which were of said deceased, and requiring Them 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 18th. day of June in the year of our Lord one thousand nine hundred and Sixty Nine ~/b~ ................................ {.6.~ .......................................................................... -............. . Register J ----------------- ' i i~ ~ ~ ita ., i> ic't .... !(]) .... ita ~ ., ~ !c:t' t:1 !(]) !(]) / i"d 1:::' 11'1 (/) et iP' ! ~ i(]) ~ ., !::1 ill' -1 ~ t i~ !0" 11'1 .... : .... 0 ~ !• its "'I a Ill Ito !CD !(') ., is» + = io' ~ .... ! .... ~ !::1 I ~ !(]) s= !0 ~ I : \ LAST WILL AND TESTAMENT I, STEPHEN BABINEC, also known as STEPHEN. M. BABINEC, of Donora, Washington County, Pennsylvania, being of so"und mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making null and void any and all wills and testaments or,writings in the nature thereof by me at any tin1e heretofore made. FIRST: I direct that all my just debts and funeral expenses shall be paid as soon after my decease as can conveniently be done. SECOND: All the rest, residue and remainder of my es- tate, whether real, personal or mixed, and wheresoever the same may be situate at the time of my death, I give, devise and bequeath to my wife, Elizabeth Babinec, providing she be living at the time of my death. In the event my said wife, Elizabeth Babinec, predeceases me, or in the event we both die as the result of a common accident or disaster, I give, devise and bequeath my said residuary estate to my children, Mary Paul, Elizabeth Boros, Helen Susky, and Irene Bedner, share and share alike. THIRD: In the event my wife, Elizabeth Babinec, pre- deceases me, or in the event we both die as the result of a common acci- dent or disaster, I direct that my daughter, Irene Bedner, providing she be living at the time of my death, shall have the option to take in kind, at the appraised value thereof, and on account of her distributive share in my residuary estate, my home property situate at 444 Seventh Street, Donora, Pennsylvania, and being Lot numbered 39 in Block numbered 26, with the understanding that in the event the appraised value of said property exceeds her interest in my residuary estate she shall contribute such amount as may be necessary in order to equalize the distribution of my said residuary estate. In the event my said daughter, Irene Bedner, does not elect J to take my home property in kind within six months. after my death, 1 ' direct that my said home property be sold by my executrices, and the proceeds thereof includ.ed in my residuary estate. FOURTH: I do hereby constitute and appoint my children, Elizabeth Boros, Helen Susky, and Irene Bedner, executrices of this my Last Will and Testament. IN WITNESS WHEREOF, I have hereunto set my hand and seal this day of August, Signed, sealed, published and declared by Stephen Babinec, also known as Stephen M. Babinec, testator above named, as .. and for his Last Will and Testament, in our presence, who, in his presence, at his re- quest, and in the presence of each other, have hereunto subscribed our names as attesting . .witnesses. _/.r ~// ~ / ~ !P_ ?·~~'-; ~'-, 0 •. ---~1' ( -~~ .... / 1967. ' '------ to 3 -~ 9-2.6s.-No .... __________________________________________ ····-··--····-----~----···--···-········-- .,..~" -~~-~-M-J.Ot---~ ~-~t ~~~/- ESTATE OF STEPHEN BABINEC, a/k/a ~-T~PH.~N _____ M_, _____ J~A;6INE_C_, ____________________ _ .f~!-~.L .. ~P:.4 ____ .;ftr::J,~_t_ _______________________ Account of -~~~~~-1?-~_!h .... ~Q!Q_;;_, ____ H~l~P: ... $.~.;;-~y_,_ ______ _ and Irene Bedner, Executrices ~7-1 >rn <no :I: U) z -~ ~) rn --1 :::0 0 zO ..., 0--o-«= :::0 c: (.n (/) ;q ;-· r·- ...:;::.,.. :;,:. .. ;;o rz: -or-~ .. -n -...J c:::> c._ r~-::00 I :X: --rn w:::> t:;r :=--: ... --~ '~ c::> And now to wit~~--~----·········----···· 19.1.{) the within account presented to the Court for c'79nation. 11 ll IJ"v? ·-----~-~------------ Register and Ex-Officio Clerk of 0. C. ________ .Q_~_Q_~---·--Q~---··-·¥..!Y\_~-~-~-S.-~----~-$9.~---··----- 1\ Attorney for Acco~;t f~ ~2 .( (D {!(. 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BABINEC, No. C::> d-fo 7-7 00.-------------~---;+---------- Deceased FIRST AND FINAL ACCOUNT OF ELIZABETH BOROS, HELEN SUSKY AND IRENE BEDNER, EXECUTRICES The Accountants charge themselves with personal estate as shown by inventory The Accountants charge themselves with real es- tate as shown by inventory Total Inventory The Accountants charge themselves with the fol- lowing assets in addition to as·sets shown by inventory: Mellon National Bank &: Trust Company1 Donora, Pa. - Interest on Savings Account #65-8837 Mellon National Bank &: Trust Company, Donora, Pa. - Interest on Savings Account #65-17544 Total Assets The Accountants claim credit for the following debts and expenses paid by the Executrices: July 251. 1969 Macik Funeral Home -Funeral Expenses July 25, 1969 Father William Pisarcik -Funeral Services July 25, 1969 Helen Susky -Refund of money advances for expenses in connection with funeral July 251 1969 Helen Susky -Refund of money advanced for utilities due by decedent at time of death July 251 1969 Helen Susky -Refund of money advanced due by decedent at time of death for 1969 real es- tate taxes $28,307.72 4,000.00 $32,307.72 600.96 408.48 $33~317.16 $ 1,436.00 25.00 206.53 18.69 74.57 . . July 25, 1969 Helen Susky -.Refund of money advanced due by decedent at time of death for Fire Insurance premium Aug. 5, 1969 Irene Bedner -Payment of family exemption Sept. 4, 1969 Torrence State Hospital -Balance of bill due by decedent at time of death for care and maintenance of wife, deceased Sept. 4, 1969 Russell Marino, Agent -On account of in- heritance tax Nov. 4, 1969 Alex A. DuBart-Lettering on grave marker Jan. 5, 1970 Geo. 0. Frazier, Attorney -Costs advanced as follows: Jan. Cost of Letters Publication -Herald American Publication -Washington County Reports Cost of Filing Inventory Cost of Filing Account 51 1970 Geo. 0. Frazie;r, Attorney1s Fee $43.50 12.50 14.00 10.00 15.00 Total Debts and Expenses R:E CAP! T U LA T ION Personal Estate $28,307.72 Real Estate 4, 000. 00 Interest from Savings Account #65-8837 600.96 Interest from Savings Account #65-17544 408.48 Total Assets $33,317. 16 Debts and Expenses paid, including Inheritance Tax paid on account, and Family Exemption paid as shown by Account $ 6,085.79 Balance for Distribution $27,231.37 57.00 1, 000.00 358.00 1,200.00 15.00 95.00 I, 600.00 $ 6,085.79 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} S ~-TATE 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 official legal periodical for said Washington County, published weekly having its place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASHINGTON COUNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or 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: .......... J.u.ne .... .2 . .6 . ., ..... l.9..6.9. .................................................. . .......... J.M.!Y ..... ~ .. a ..... f.Q., ..... J:.2.§.2 ....................................... . ' ... 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 this aff~'d 't to the time, plac~ch~arc r o the publication are true. ~ § j' . --/ 'tJ ~---· ~· Sworn to and subsbore me :is ~di.t·~~ .... l.O.t~·7 of ................ ~ul.f, ........................ , 19 ....... 6.9 ... .. .............. lf;:~d.L.-t..~ .... {! .. /.'" .. . .. . .. tary Public 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. • • • • • • • • • • • • • • • • • r BABINEC, STEPHEN,~ a/k/a STE;l HEN M. BABINEC, Dec'd. . ~ I Late of Donora, Washington County, I Penna. ' Executrices: Elizabeth Boros, Helen I Susky, Irene Bedner, 428 Liberty' Ave., Donora, Pa. 15033 )' Attorney: Geo. 0. Frazier, Thomas- Frazier Bldg., 5th St. & McKean Ave., !I Donora, Pa. 15033 , .. THE DAILY REPUBLICAN 1 MONONGAHELA, PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929 P.L. 1784, Sec. 3, paragraphs (3) and (25l. County of Washington } ss: State of Pennsylvania Personally appeared before me, a Notary Public in and for said county and state, J1~-~--Jt. ____ r ___ P.~§-~~:1;~-~--. who, being duly sworn, deposes and says: thaL ... ~.h~------is the ___ Q_()g_~~~-~_p~~-------------of The Monongahela Publishing Co., a Pennsylvania corpora- tion, and its agent in this behalf: that the said company is the publisher of The Daily Republican, published daily except Saturday and Sunday, having its place of business at Monongahela, Washington County, Pennsylvania; that the said Daily Republican was established in the year of 1846; 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 newspaper in its regular issues on. the following dates: --~~~---~-~-~-----!.'l.~Y. __ } ____ ~ __ ).Q~----~9_(>9 __________ ------------------------------------------------------------------------------------------- __ ESTATE ... NOT.IGE.:----STEP.HEN .. BABINEC---fi/;k/a-------s~~ftl~N __ M_! ____ ~~J;~------ that the affiant or the corporation in behalf of which ---~~~------------is acting is not inter- ested in the subject matter of said notice or advertising and that all of the allegations of this affidavit as to th~, place ~~aracter of ~e publicaf n are t;ue. L/l&l! ____________________ d:_ ____________________________________ ~------------------- Sworn to and subscribed before me this !Ia ~ '~:~~ ,~_;> ----------------~:l~L __ £___ __ -------------------------------------------------- Nota,Y Publir., ~~gatlela, Washington Co1 • Notarv Public My Comm.issien Expires March 23, 1970 i\ffi~auit ®f 1£xrrutnr ®r i\~miuistratnr f.;tatt nf J.rnnsylnania. t ss: C!!nunty nf llasqingtnn \ P all b f h d · d h · Notary Public · d f 'd erson y e ore me, t .e un ers1gne aut or1ty, a .................................................................................. man or sru County and State, appearedE.li.~.a.h.e.th .. .8.Q.X:Q.s . .,.H.e.l~n .. S.u,~;iky;# .. &...lr.~n~ ... B.~.dn.e.rwho, being duly sworn according to law, deposes and says that the y is the executorsmxarlmi:!listclllox of the estate of S.t.e;p..b.e.n ... B.a.b.in.~.£z .. 9:./.lsl~ ... S.l~.P.h~n ... M.: .. ~.~~~.~.:.~ceased, that the foregoing sched4les constit1.ltf; a . . Stephen Babmec,, a/kta complete mventory and appraisement of the real and personal estate of.. ..... Step:hen .. M .... .Bahin.e.c ........... , 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 deat based upon a just a raisement of each item made by t.he above named Executors ~. " Sworn 'and subscribed before me this .. ././;, .. ~~..... l 2~~f-!!::::::!:::~:::!.:::::~L.,H.~~:.._:=-.:::::::: __ _ day of ... ~19..JJ?.... My comm.···~~[;~~;~~;;:;fp,;~~;~~~~;~S~UCTIONS 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 lfuueutnrg uub 1\ppruisrmeut of the goods and chattels, rights and credits which Stephen Babinec, a/k/a were of ...... St.e.phe.n..M ...... Babine.c. ................................... Jate of ................. P.!?.E-9..!.?.:~ ............................................................ .. Washington County, Pa., taken and made in conformity with the abave affidavit. PERSONAL ESTATE Mellon National Bank & Trust Co., Donora, Pa. Office -Savings Account No. 65-8837- Mellon National Bank & Trust Co.; Donora, Pa. Office -Savings Account No. 65-17544 U. S. Steel Gorp. -Final Pension Benefit Payment Blue C~oss & Blue Shield of Western Penna. -Refund of Premium Social Security Lump-Sum Death Benefit Total REAL ESTATE All that certain lot or parcel of land situate in the Borough of Donora, County of Washington, State of Pennsylvania, and described as follows:- Being Lot numbered Thirty-nine {39) in Block numbered twenty six (26) in the Union Improvement Company's Plan of said Borough, said Lot numbered Thirty-nine (39) lying between Allen Avenue and Norman Street, fronting on the Northerly side of Seventh Street, a distance of forty (40) feet and extending back, preserving the same DOLLARS CENTS 14,875 54 13,081 44 90 89 4 85 255 00 28,307 72 width3 a distance of One Hundred Twenty (120) feet to Mulberry Alley 41 000 00 I do hereby certify that the original Inventory is on record in Inventory Book Volume 9 0 _ _____,;~--- orney Inventory and Appraisement IN THE EST ATE OF ., . STEPHEN BABINEC, a/k/a " .............. §.T.~.P.B.~tf .... M.: ..... ~A~HN~.Q, .. J?..~.c' d Filed .................................................................. , 19 .......... . . I -n .. --..1 [-1 ... c:;:::. -:1i::::;o:::o r-rn . ~ ; >cc: ::PO cn...:.U1 ::::0 rn :c (J} (f) z --1 r.-t --- " 1 • I ~ ... ..; ; , ; U':) C) ' c·, rn r·- ' ., ~ :;c....--.... ~ . " 0 <::> ---o :z: -n ;.,... :::::: ( 0 ~~~ ;; u..> 0 --.. --r z: -or-o r...n )> (/) -. ' -.( ~9 . .. .. . --: ~~ .. ~ ... . (, . ::·. ···~·· .;. -.~.: .. :~ .... In the matter of the Audit of Account in Estate or. __ S_T_E_P_H_E_N_B_A_B_IN_E_· _C~,_a_l_s_o ___ 1 No. __ _ k:Uown as STEPHEN M. BABINEC, Deceased TO THE.AUDITING JUDGE: Enter .-=m~v'-------~appearance for Accountants· N. B.-Counsel· shall, by separate paper, present a concise statement of &ach . 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. ~~~~~~~~~~~·~·=--=-~-=---=====-~-~-~--=-~-~--~---------_-_--_-_-_-_--_-_-_-_-·_--__ -_· __ ~ , 19 __ , A.A. .--~.'!!"' l",JJ .. t..n o~ci: Z·....J ' ~ ;:;:;.;,ci ":-i > 0 ::::::: ~-lk.. -... a... .... 0 c=:; ... 0 -'·0.: 1-0/ -l w -I:!-w -· wJ , .. ~ z U) ;.,') ::;::: 0:::: U)<:.;v; _ _j .c:c :::::> :1C a: l.(j ~ c:::o . cr:·=:: LJ.._ .--... ; . I ~ :-. . . . ·, ) . . . 6r:t-z.3s. . .. No., · · . 19 __ , A. A. Iu re Audit or Account In Estate or STEPHEN BABINEC, also known as: . . · , STEPHEN M. BABINEC, Deceased ) AUDIT Jrarripr · fnr i\pprarnttrr FOR Elizabeth Boros,. Helen Susky, and Irene Bedner, Executrices · . ',: . ,I_:·,:' .1 :~ ---------:-_----------=--.!, ___________________ ;, ' ·;·· ~: -----------------------------------------------------------.: I•. -;!_" . . : . . ,. I;· II· I;' I! ;!·:"' [j.~.·. GEO. 0~ FRAZIER> ESQ. ::. Attorney · i\ =======:::======="· ~JD2 . ji: ;•' PETITION SUR AUDIT IN THE ORPHANS# COURT OF WASHINGTON COUNTY Estate of _______ §J:~;P.H~N ... ~A~.lli~_C.L~~~Q __ lillp_w_n. __ _ No. _____ t__f__ __ ~ _____ ]l_f__ ___________________________ A A ---------------------~-~----?.I~~~~N ___ M_. ____ ~A~~-N-~_g_, ___________ _ Fiduciary _____ ~g~~-l?..~t.-h __ ~_l?_!.~_f?_, __ H_~J~n_.SJJt:!~-Y-' -~E:~t-~!.~~~--~~-c;l,n-~x.~.-.E~~~JJ.tri~.e.s: ______________ _ Deceased Date of Date of Decedent's de.ath·---------~~~!': __ }}~ __ }~_?_?_ __________________________ Grant of Letters __________ }~E:~.J~~---~~-9.9. __________________________ _ This is the ..... X~-~-~-~--~~-~-~~-~~~---------------------------------------account filed' i~ this. estate If there have been former accounts filed in this estate, list file number 1or nu"mber and term _______ N.9.~~------------------- Election to take Under or Against will. (cross out one) Date Election Place of; Filed _________ ).':·~-~:'?:~--------------Record -•--------·------------------- Name of surviving spouse _____________________ N.<?.~~----------------------------------------------------------------------------------------------------------------- List issue, where material: Did decedent marry after execution of will? (indicate) ~ No. Any children born after execution of will? (indicate) ~No. If answer yes, name them·-------------------------------------------------------------------------------------------------------------------------------· --------------------------------·-----------------·-----------------------------------------·----------------------------------------------------------------)·--------·-------------------· Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris Mary Paul Daughter 1/4 Elizabeth Boros Daughter 1/4 Helen Susky Daughter 1/4 ) ., Irene Bedner Daughter 1/4 NOTE:: Irene Bedner, one of the above residuary legatees has elected to take in kind,~ at the appraised value of $4, 000. 00.~ the home property of decedent, being Lot numbered 39 in Block numbered 26 of the Union Improvement Company's Plan of Lots of the Borough of Donora., Pennsylvania, as part of her distributive share in the Estate,~ as shown by Election filed herewith. List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Caus~: 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: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. Wm. If any exception give cause:·--------------------------------------------- File copy of Notice ' · ( . and date of mailing ................ e.~-~ .. <;:.~P.Y .. ~f.E:~!A~!'?.Jg~~Lh~X-~~iJ:h ______________________________ ,.,,. ... ,.,,. .. ,, ... , .. ,-------···-······ Is estate subject to the filing of a Federal Estate Tax Return? _ No - -. . ·------------------------------------------------------------------------------------- Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $-~-~-~~-~-~-~-~--J~-~--~~-?_~~--~Y.--~~~~-unt) If the Will makes any portion of estate subject to a life-estate, give name and birth date of life tenant ..................... . Give Names and addresses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they are admitted to be correct; and whether the claim is denied. All debts and expenses have been paid. Give reference to such parts of the will -as r-equire interpretation by the Court; a re·ference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: . ~ . . The Third paragraph of decedent's will provides that Irene Bedner, who survived decedent, shall have the option to take in kind3 at the appraised value thereof~ the horne property of decedent situate at 444 Seventh Street,. Donora, Pennsylvania,. as a part of her distributive one-fourth (1/4) residuary interest. See her Election to take said Real Estate in kind, at the appraised value of $4,. 000. 00, filed herewith. Balance for distribution per account, Itemize any additional debits not shown by ac-~~unt: $ .... ?.?_,_~}-~! .. ~.? ............ . ' .. Total additional debits (Add) $ .................................... · Itemize any additional credits not shown by account: .:l Total additional credits (Subtract) $ ................................... -. Balance for distribution $ ... ~.?-'-~-~J~-~-? ____________ _ If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); Cash $23,231.37 Real Estate _,~;.:,ooo. oo Total $27,231.37 .. If Family Exemption claimed by Petition, give place of Record: ........ ----~~~--~~~~~---------------------··:·-----------------------··· IfF "I E t" . I . d t d"t . I t" h" d b . f Cl . Irene Bedner, am1 y xemp 1on IS c 01me a au 1 , g1ve name, re a 1ons 1p an as1s or alm: ....... ------------------------------------------ daughter, of decedent, was a member of the same household as decedent at the time of death and entitled to family exemption which 'Was paid to her as shown by credit taken in the Account. 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: Mary Paul Daughter 1/4 balance for distribution Elizabeth Boros Daughter 1/4 balance for distribution Helen Susky Daughter 1/4 balance for distribution Irene Bedner Daughter 1/4 balance for distribution (NOTE: The one-fourth share of Irene Bedner, is to include the following described real estatet at the valuation of $4, 000. 00, elected to be taken by her in kind, as per election filed: All that certain lot or parcel of land situate in the Borough of Donora, County of Washington, State of Pennsylvania, and described as follows: Being Lot numbered Thirty-nine in Block numbered twenty- six (26) in the Union Improvement Company's plan of said Borough, said Lot numbered Thirty-nien (39) lying between Allen .Avenue and Norman Street, fronting on the Northerly side of Seventh Street a dis- tance of forty (40) feet and extending back, preserving the same width, a distance of One Hundred Twenty (120) feet to Mulberry Alley. COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA The above named Fiduciary or representative thereof, being du1Y-----------~~.9X.P.-............... doth depose and say that the facts set forth in the foregoing petition are true to the best of .......... Jh-.~J.:J:· ............ knowledge and belief. -----------~~-?.!.~----------------------·-·to and subscribed before me this .. ~--~~--day of .... 7JJ~--------------19}.9 ... S;gnatu•e of Of;i<:e• ___ /_~,n~-~---cc: ____ , ____ _ Title of Officer ............. N91$l..Y ... ~---------------------- Office expires .... ~--.!.~J. . .lj!.J~--------------- And your petitioner will ever pray, etc. ----~:4--~-d~---------ik;&;J () ; /l_, . .... :: __________________ ~--------------------------------------------- ---~----~·-···--···························-----· No. _______ /g ___ f ___ := ___ Z.J..~------------------AA Estate of ____ §_T~.:P.H.~.N .. :!?.AJ?.J_N};_C.~ .. ~.tf2.9 known as STEPHEN M. BAB~~EG, Deceased Fiduciary .... ~-~~-~-~!?-~-~~--~~-:r:.?.~.L~~!~~------- Susky, and Irene Bedner, Executrices PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit her~with the following, in conformity with Cou·rt Rules adopted effective December 3, 195;1, being rule No. 9: paragraph b-e; and _divrsions thereof: shown on pages 23-24. · 1. Written praecipes of all Counsel in the l l ' 1 case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing TnJstee 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 ~nd appraisemenf. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any o.f 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. _____________ Q~Q_. _____ Q! .... F.M~I~~~---~-~9! .... Attorney ~2 .· I J; . ~. ' i ------ ·vd ''03 NO .. U:H·HHSVM Slllft\ .:10 B3J..SW3li O~HH~Yi llJSSfi~ ~~ 5 £ ~ld 6 i HV~ OL. ':€) 3 l '.~:1 ,.· •' '! "') ~ r,. .;:; .. ~ i' • < In t!Jt <ttnurt nf <ttnmmnn J!tns nf lfns4ingtnn <ttnunty, Jtnnsylnnnia, ®rp~ans' <ttnurt linisinn ~~~9-?3.5' ESTATE OF No.,_....!.7~3.5:::...._o:....::f--=1..:..96.:...9~------ Stephen Babinec a/k/a Stephen M. Babinec, deceased. In the matter of the First and Final Account of Eliza.beth Boros • Helen Susky & Irene Bedner, Executrices ADJUDICATION AND DECREE And now March 19_1Q_ this matter came on for hearing, audit and distrib1.,1tion at this session and testimony aken; 'and the;eupon, upon due con.sideration thereof the balance for distribution in the hands of the Accountant is determmed to be $ 27,231 • 37 · and .the account is accordingly conf.irmed; and it is o~dered, adjudged and decreed that the said balance be paid out by the Accountant 1n ac.cordance w1th .the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be flied sec. reg. or an appeal be taken herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account~---------~------- Balance ____________________ _ Deduct Clerk's Costs & Receiptc:,:t-_ -~-~--------- Attorney· ___ __l;jGu::eu.ou.r~g~e!..-...l.Ou • ......_.F:..\r.:JOa"-'z~.,~i.s;eu.r.:__ _______ _ , .. Russell Marino, .Clerk O.·c,, costs in certifyin~ real estate to Recorder, John D. Woodward, Recorder, costs recording cer- tification of real estate; ·' Russell Marino, Agent, transfer inheritance ta~, ·J ' ~-Mary, Paul, daughter, 1/4 residue, Elizabeth Boros, daughter., l/4 residue, Helen Suslcy, daughter, 1/4 residue·; Irene Bedner, daughter, 1/4 residue, including· eash and real estate as hereinbelow described, held. in kind and distributed as such at the appraised value, per-election filed, as set forth under the will, l $ 27,231.37 6703' 21 No balance REAL ESTATE TO BE CERTIFIED TO THE RECORDER OP WASHIN1 TON COUNTY BY THE CLERK OF THE ORPHANS' COURT DIVISION ~ Stephen Babinec a/k/a Stephen M, Babinec, de~isor, tt Irene B~dner, devisee, of all the right, title and interest or the de isor in and to parcel of improved real estate,d~scribed as, .vi~: ALL that certain lot or parcel ot land·situa~e ·in tru Borou~h of Donora, County of Washington, State of Pennsylv~nia, anc·~aescribed as J '' ,. 0 > ~ -h z w ~g ( ::s ( !) ...... 0 0 ::r V"'tt i 1: C1) ~ a 3 0 0 0 --h :I: C1) ..... .., t-\ ~ 0 g. -...... ::::; C1) t = N ~ ~. s ~ ~ ~ ~ _, ... It ~ -···' ' ' t .. t '1. . • \ •'' ~ '· r t ' I. .follows:- Being Lot numbered Thirty-nine (39} in Bloc in the Union Improvement Company's Plan of sai Thirty-nine (39) lying between Allen Avenue an . ~ . .. . . on the.Northerly side of ~eventh Street, a extending baek, pr~serving the same.width, Twenty (120) feet to Mulberry Alley. numb ere Norman nee of CERTIFIED TO RECORDER: MARCH 2 , 1970 .. twenty-six (26) I said Lot num.beredi I treet, fronting orty (40) feet and One Hundred ......... ,. .• ' \ ... 0 > :J z -t.. >-n ? ~ n -+ 0 :J" t:V r:: 11) v-+• it ~ 3 ~ 0 0 0 -t.. ..,.. ::+ 11) .... .... +"'\ 0 ~ ..,.. 9+ -+ :r 11) t N = ~ & s t'!) t:i t'!) U"') OU) <( ..J Q._ ('V') ~..J t':: ~ 0 ;.-:-"1: 0 0-f-._,-l.1-2 ~ ~ ... 0 0 0 ~ (-,.; .,...... O"'l .i UJ <".!) tu l'J t-z •.l') -.:> ...... t e:::: .:.I) ;:r::: .a: :::> (.!> V) --X:: ~ w ott ·-~"!L..;: .. c:;l t;1; J: t'!) U-r-.. ,fill I " ~-·· ' ,., ~ ; " 1.'' No. '(, 1-73 ..5.-1970 A. A In Re: Estate of STEPHEN BABINEC, also known as STEPHEN M. BABINEC, Deceased NOTICE OF AUDIT .·vd ··oo NO!f-~N!HSV'M Sll!M ~Q !3-lS1~3U I S ON l\H·."I I (j i i~ £ Wd GEORGE d. FRAZIER ;( ATTORNEY AT LAW DONORA, PENNSYLVANIA -L]f3Sn~ 51 HVW OL~ 3l I ~:l • Mrs. Mary• Paul 34Z8 Sterne' Street GEO. O. FRAZIER. Attorney at Law Donora, Pa. 15033 February 2, 1970 San Diego, California ·92106 ·ear Mrs. Paul: I am enclosing a copy of-the inventory -filed in your. ather's estate showing assets of $33, 317. 16, includi;g his home· property which was appraised at _$4, 000. . ~ · ·' .. ..1 am also enclosing a copy of. the account as filed. Thls account nho\vs a balance for distribution of $27, Z31; 37, i~- luding .said real estate. . ' . Irene Bedner bas elected to take in kind_ the home property, at the appraised value of $4,000, as part of.heJ' one- 0 ourth distrib. utive share and as authorized. by the Third paragraph of your fathe.r' s will. · The audit in your father's estate will ·be held on March 16, 1970, in the Orphans' Court of Washington County, Courthouse, Washington, Penn&ylvania. As soon as the Court hands own its Audit Decree, we will be able to make distr.ibution in accord- ance with the Decree of Distribution handed down by the Court. If you have any questions, please let me know. Very truly your&, ~ooc#;~ GOF:ht Enclosures .. . . i •, • !i "--., I I 't-"· I .. ' l No. ~Cj-J.3S In Re: Estate of STEPHEN BABINEC, a/k/a STEPHEN M. BABINEC, Deceased ELECTION TO TAKE REAL ESTATE IN KIND GEORGE 0. F'RAZIER ATTORNEY AT LAW DONORA, PENNSYLVANIA '~~ '. ~' Q N 01 ~; N I H S V 1:\ slhl!f;, 30 'd31Sie)3ll l!'l···c···' ·~''"Sn'~ i"\ ~ ; T r-: ~ i ~~ ~) 0 t SJJ £ J~d 6 I H~~ OL ·'-0 3 ll .:t .! ------------------------------------------------- <" IN THE ORPHANS1 COURT OF WASHINGTON COUNTY,. PENNSYLVANIA In Re: Estate of STEPHEN BABINEC1 a/k/a STEPHEN M. BABINEC, Deceased No. ELECTION TO TAKE REAL ESTATE -IN KIND The real estate hereinafter described, being Lot numbered 39 in Block numbered 26 of the Union Improvement Companyts Plan of Lots of the Borough of Donora, is appraised at $41 000.001 as shown by the inventory as filed in the above estate. Under the Third paragraph of decedentts will, the undersigned has the option to take in kind said real estate at the appraised value, therefore: KNOW ALL MEN BY THESE PRESENTS, That I7, IRENE BEDNER, do hereby exercise my said option to take the hereinafter de- scribed real estate on account of my distributive share in the residuary estate of the above decedent, at the appraised value of $41 000. 007 and I respectfully pray that said real estate be awarded to me in kind at the audit of said estate as a part of my distributive share in said estate: " All that certain lot or parcel of land situate in the Borough of Donora, County of Washington, State of Pennsylvania, and described as follows:- Being Lot numbered Thirty-nine (39) in Block numbered twenty-six (26) in the Union Improvement Companyts Plan of said Borough, said Lot numbered Thirty-nine (39) lying between Allen Avenue and Norman Street, fronting on the Northerly side of Seventh Street, a distance of forty (40) feet and extending back, preserving the same width, a distance of One Hundred Twenty (120} feet to Mulberry Alley. ~--______ ..--,..-- IN WITNESS WHEREOF, I have hereunto set my hand and seal, this First day of December, 1969. Witnesseth =~:%....1::::===-----....!J~==.:..::;:;:;_·=------(SEAL) ... '---I No. b9 -7.3b In Re: Estate of STEPHEN BABINEC, a/k/a STEPHEN M. BABINEC, Deceased RECEIPT FOR ADVANCEMENT OF FAMILY EXEMPTION 'Vd ''OJ~NO~.:>N!HSVrii S ll I h\ I 0 ~! J l S lo 3 ;:1 ON!l!V i T13SS!iti IS GEORGE 0. FRAZIER ATTORNEY AT LAW DONORA, PENNSYLVANIA E tJ J1 lL ll ~ /.1 a L ,, (,,!3 ., I l J.-J -=' IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA In Re: Estate of STEPHEN BABINEC, a/k/a STEPHEN M. BABINEC, No. Deceased RECEIPT FOR ADVANCEMENT OF FAMILY EXEMPTION COMMONWEALTH OF PENNSYLVANIA: ss: COUNTY OF WASHINGTON Before me, the undersigned authority, a Notary Public in and for said State and County, personally appeared IRENE BEDNER, who, being duly sworn according to law~ deposes and says: that she is a daughter of Stephen Babinec, the above decedent, who died testate on June 11, 19691 leaving no spouse; that she is the only child of decedent who was a member of the household of said decedent at the time of his death; and that she has claimed her family exemption in the amount of One Thousand Dollars {$1, 000. 00) in cash, which s.aid sum has been paid to her as an advancement, by the executrices of the Estate of the said Stephen Babinec. Deponent further avers that she hereby releases and dis- charges said estate and the executrices thereof, and requests that said payment be approved at the audit of the estate. v_.,~:;:.,_;_,.;~;:...____ _ ___,__,B....,~""""'--'-=-='-------(SEAL) Sworn to and subscribed before me thi_s _ 6 7.2! day of August, 1969. My IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA ORPHANS' COURT DIVISION IN RE: ESTATE OF No. 735 of 1969 STEPHEN BA BINEC, a/k/a ) ) ) ) ) ) ) ) ) !!: STEPHEN M. z ~ >!Deceased. en z z Ill a. i e CJ z ~BEFORE: ~ t iii ... BABINEC, ~APPEARANCES: ~ u 6 :J ., ~TIME: 01 vi a: Ill 1-a: 0 ~THE COURT: ~ HEARING ON AUDIT THE HONORABLE P. VINCENT MARl NO, Judge of the said Court. GEO. 0. FRAZIER, ESQ., of Donora, Penna., representing the Accountants. Monday, March 16, 1970, at 1:30 o'clock P.M., EST. Number 735 of 1969, the estate of Stephen Babine , 5 deceased. The Executrices are Elizabeth Boros, Helen Susky and I) ... < u ~ 0 Irene Bedner, and the attorney is George 0. Frazier. Mr. Frazier? MR. FRAZIER: If the Court please, all the debts and expenses q have been paid. We know of no outstanding debts, no creditors. J The Court's attention is called to the third paragraph of the decedep.t's will, which provides that Irene Bedner, if surviving the decedent, shall have the option to take in kind at the appraised value thereof, the home property of the decedent situate at 444 Seventh Str~~t. ----- .-----------------.,.---------------------.--- .. , I e ,, . e <t z ~ ..I > Ul z z ld D. i 0 ... CJ z % Ul <t 3: ti i ... Ul Q ..I <t ij Q :I ., ~ or ai a: E 0 D. Donora1 Pa. 1 as a part of her distributive share in the residuary estate. Irene Bedner has elected to take the home property at the appraised value of $4, 000.00 and her election to so take I have herE. The balance in the estate for distribution is $271 231.37. The cash is $231 231. 37 and the real estate which hasn't quite awalue of $4 1 000.00, makes $27, 231. 37. We are asking that the balance for distribution be distributed to the four daughters1 including Irene Bedner, one-fourth each1 and that the one-fourth share of Irene Bedner is to include the following described real estate at the valuation of $4, 000.00, elected to be taken by her in kind1 as per election filed. There are no complications that I know of in this estate. There was a claim for $1, 000.00 wjd6.w's exemption, whic was claimed by Irene and that was paid to her and that is shown as having been paid by the Accountant. She was the only daughter that made her home with her father at the time he died. ~THE COURT: t Is there anyone else in Court interested in this :I 0 u ..I <t ij iL ~ decedent's estate? ( NO RESPONSE ) THE COURT: The audit of this account is ordered closed by the Court. ( AUDIT CLOSED ) 2 ~----------------------------------------------------- !". f. l-. 1 ;,.. / 1:~·~·-~~·,...... ........ ·--. -. ..,:;> ,..., ,...........,....,...,-~~ .,, • < ~-t.- ~r:··· ...... -~ .. ~:: :; ·. ·:-_:;~~ .: .,f'· '· ~. '"'U'-' 'ii:~ ... !!! ·o· '"~ 0 i:i ·:.~ ... ·•:£ . ''· . ~::~. •• (II 'uh· 0. ·oc ·.'~ .. ·"· ~. ' . ;,_.·'··· \', ,.· . . -~ ·:;-..... ,t" .. ·; .. · :· -/'"~ ' .. · -,.· ~ '.t' ." /'.- ·.,J-...::' . • ,_.'!1, ., ····· ..... ···.·.-· ~ .. .... ,!• .. ' ~ ; . ·· ... ·,.' .• · .•: .:_, ',. '• ·:-_.: '" ,, "'· .. ~ ·'· Form RCC-33 .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS RESIDENT DECEDENT COUNTY OF .... WA.~tUNG.T9.N ..................................... . 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 hy the Secretary of Revenue. (Section 703 of tl~e_Inheritance_an!l E_sj;ate Tax ;\ct of 1961.) IN THE MATTER OF THE ESTATE OF } AFFIDAVIT OF I o 9-f 7 Stephen Babine.c.~ .. a./kia. Step.hen ... M .. Babine .. c .... EXECUTORs (State full name of decedent) Late of ........ D.onoraa.. Washington .................. County ~ County of .... Washington .... .......................................... } ss: ................ ···················· State of .......... Pennsylvan.i~ ... . of the estate of the above-named decedent being duly sworn, depose and say Decedent · dJed .. Ge<:>. 0 .•. F:ra?;ie:r., Attorney at.La:w.. Name and address of attorney or} other authorized representative to whom all correspondence should be mailed. P~ 0. }lo:x 359 :Qono:rC1,, :f>e:£.lXl:BY~YCi:rlic:t ............... ExecutorS 15033 That as such ..... ~e.~.£J!:t.Q.!".§ ................ deponent is familiar with the affairs of said estate and the property con- ( Ext~r.u tor-Adm in istra tor) 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.hedu/e A attached hereto and made part hereof sets forth full v 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 Schedule B attached hereto and made part hereof sets forth fully and in ,detail all personal ' ' . property wheresover. situated owned by the decedent at the time of death; all moneys left' by the decedent at the time of death, whether in decedent's immediate possession, standing to dece_d~ntl s credit in banks of deposit, savings banks, trust companies, or other institutions, whether indivi~ually, or in trust for any other person or persons giving also separately the accrued interest thereon, tf any,-down to the last interest day prior to decedent's death in the case of savings banks, and to the d~te of decedent's death .,._ .... -~ . ... . -: '\ . in all other cases; all bonds, postal savings, treasury certificates or notes and •• other evidence of in- debtedness of th~ 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 supdivisi~? thereo~ or of any foreign-country; which at>e owned at the time of death; all wearing apparel, j'ewelry, silverware, 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 by decedent, together with the fairly estimated market value thereof; all bonds and mortga~res held by decedent and of all claims due and owing decedent at the time of death, and all promissory notes or other instruments in writing for the payment of 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 polic1es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and. other investment securities owned by the-decedent at the time of death, with the market value thereof at such time, .. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities thereof as of the-date of death. The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement, (if oral, a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form, together with the fair market value thereof, any other property owned or bequeathed by the decedent at the time of death.' The 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 P,ersonal, within two years of decedent's death, in contemplation of decedent's death, or intended to take-effe~t in possession o~-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 case of-transfers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a COllY of the deed, trust agreement or other instrument creating the trust. Ther·~ is also set forth in said schedule a list of all property, real and personal, with its value, which passes at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent,_ either in~ividually or J,ointly, by t~e w~ll, deed, or other instrument of another, with a copy of. the instrument creating such power attached to the schedule. .• ·•. ' l, -' -• • That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries· for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That 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 trnpaid 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", "C", "E", and "F" as directed therein,- :::;=~~~::~::;:~:~·~:::;g-i•te~~~~ the S~r~~~----- .................... /.~ --:--'EF __ : __ ~---·-----_ ---~---------------·----·-··-------No.t~:r..Y .... P..qJ?Jic ...... 1:.?. .. ~---.J~AJ?.~.!.!.Y. ... AY.~.P.:Y.~ ....................................................... . My comm. expi es: ~I~ J'lJ...Y (Street NumbeT) ....... 1.??.!:?.!..~.~--.. ~-~-~-?.-.. ~ ......... J.?. .. Q?.} ....................................... ' (City 01' 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. R C C-34 ( 1·64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU. OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE ""A" .R'EAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property ht-ld by the de.cedent as tenant in common with another or others, should .be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo['lwealth of Pennsylvania should be described by lot and block number, street and street number, together wl 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 encum~rances upon each parcel at death af decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule "F" and must not be deducted fram this schedule. All that certain lot or parcel of land situate the Borough of Donora~ County of Washington, tate of Pennsylvania, and described as follows:-v in s B Being Lot numbered Thirty-nine {39) in lock numbered twenty-six {26'fin the, Union Improve- ent Company's Plan of said Borough, said Lot umbered Thirty-nine {39) lying between Allen Avenue m n a s te 0 nd Norman Street, fronting on the Northerly side of eventh Street, a distance of forty (40) feet and ex- nding back, pre serving the same width, a distance f One Hundred Twenty (120) feet to Mulberry Alley 0 1 o -, rr:;-~~ fn45~'Cj r (;flff-p.A?fj ~ --r . -' ~ ~ . (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH , 1/4~·- ~~ 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. (2) (3) DEPARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write In this spoco) ··"~?a 4,000.00 I RCC-35 CO¥MONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY 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", Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. u. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on hand and in bank, • stocks, ·mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest in anyundistributed estate of or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule. Item No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKEr VALUE DEPARTMENT VALUATION (Do not write in this space) 1 Mellon National Bank & Trust Co., -Savings Account No. 65-8837 Donora Office \} ~ t;lk/ ~~ 14,875.54 l/1J 2 3 4 Mellon National Bank & Trust Co. s Donora Office -Savings Account No. 65-17544 U. S. Steel Corp. -Final Pension Benefit PaymeP,t Blue Cross & Blue Shield -Refund of Premium Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. ~ }.v o~~ IY 13, 081.44 90.89 ; 4.85 X X 28,052.72 RCC-36 COM'IfON'I'E1\LTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX ~~SIDENT DECEDENT SCHEDULE "C" TRA_NSFEilS (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) ~0 (2) Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no) No (3) If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer ----------- (b) State of decedent's health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) No (a) Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) No (b) What was the transferee's age at time of decedent's death? r{o (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) No (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) rJo (6) If the answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or others------------------------------------------------------------------------~------------(7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor? (Answer yes or no) __ .rJ~o~---- (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) r{o (9) If the answer to (B) 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) ~0 NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION ~one Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) )< C.~~,\lt),:'\':\fFALTH OF PENNSYLVANIA fH \~~~l'F!t fi\HFlUTANCE TAX m:~rm:KT l'lECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I\STRrCTIO!iS: This scheclule must disclose all property, real and personal, owned by the rlecedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated tmder Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, adrlress and relationship (if any) of co-~wners to the decedent. Description of Property, Date of Acquisition, -N~me l Address and Relationship of Co-Owners, and Place 1 of Record of Instrument, where _Rea!_ ~state._ ! Pittsburgh National Bank -Donora, Pa. Office -Savings Account No. 1308 - Held in name of Steve Babinec or Mrs. Irene Bedner (Father and Daughter) Total amount of Account -$1,803.94 1/2 Taxable -1/2 x $1~ 803. 94 = Unit l Percentag~-·- Value Share _J Estate Valuation Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column ~n the last page of this return. 901. 97 DEPART~!ENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest ( h RCC-37 (12-63) C'Ol\1!\IONWEALTH OF PENNSYYLANIA TRANSFE-R· INHERITANCE TAX RESIDENT DECEDENT BENEFICIARIES AND ADDRESSES< State full names and addresses of all -. who ave an interest, vested, contingent or other- wise, in estate) .. Marie Paul 3428 Sterne Street . < San Diegot Calif. 92106 Elizabeth Boros 430 Libertv Avenue Donora, Pennsylvania 15033 Helen Snskv 428 Liberty_ Avenue Donora a Pennsylvania 15033 Irene Bedner 444 Seventh Street Donora, Pennsylvania 15033 ~ - SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY STATE YES are involved, set IN ESTATE forth this fact.) OR NO BIRTH DauJZhter Yes Over 21 1/4 Dauszhter Yes Over 21 1/4 Dauszhter Yes OvP.r 21 1 /4 Daughter Yes Over 21 1/4 ~ ~ Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE None • Will )\:~ ( No. Year ........... . P-1< THE :\IA TTER OF THE APPRAISEMENT OF THE ESTATE OF STEPHEN BABINEC, a/k/a STEPHEN M. BABINEC, Deceased Late of. L)O:Q.9:r.a. .. County of . W Cl. f>.~ing~otl Commonwealth of Pennsylvania REPORT AND APPRAISAL .V'd '·oJ NOl~NIHSvh\ Slli/4 dO 'd31.SI{)3U ON1'C\':; ·nJssn~ ~ 2 lJ I ~ t1 ;; I HJJ (1 GEO. O. F'RA'ZIE.Rl, fuSo. Attorne1 ljt .. ta.y / Donora., !?a. 1 .:/ 15033 h~,: \:~ '"'~ ... 4 1k ~~ ,. (Executor-Administrator must complete "As Reported" column #1.) 0 ~ ...., '"d ~ .... 0 .... (!) (!) 0 Ill .... e. l-'• "' Vl ;:I ::l 0 Vl "' M--. ::l '"d ...., -(!) Ill .... '< .., -0 Ill "' X 0 '"d~ Ill r::T ... ... (b ~ .g ~ trl ;:I (!) (\) ... .... "' 0.. '< .... Ill ..... ~ (!) , 0 'tj (\) )i '<'T '< ~-'{l CJ'.j c::: s:: ::::: > ;,....., _.....__ ;........... _.., ~ {/) w CJ'.j CJ'.j >-<: .(') n n :P"" ?"' ?"' ?"' :~ q ~ > • . -..._. ...... ---oo ---.-.... > :w N "' ;N :00~~ .. "" ... C'O ....-.. ~ :...o . . '0-9 o 0 -:Ul :o :U1 0 .... :~ ,._. N 0 ..... (!) ~ :• . • c.. :cr-:...0 :( '--! o-:_,o :-.J :. N 0 *-*---:(. . ~~: :~ ~ '<ll ·~ ''1. . ~ . ~ : .-.... ::~: > ~"\,; '" "' . ~ "'-... :,... :1\ tl ·'->< '" (t ·~ .CJ 8"~ :~ :c;:. 3- ·~ () :;· ·~ .~ g_ II -"' II ,. ~~ Form RC C·lO OFFICE OF THE . REGISTER OF WILLS OF WASHINGTON COUNTY STATEMENT OF DEBTS AND DEDUCTIONS AND AGENT OF THE COMMONWEALTH July July July July July July Ausr. Sept. /Nov. Jan. Jan. Stephen Babinec, a a ESTATE OF Stephea M, Bal)#.R:eG Register of Wills, Agent LATE oF -~D!!..:o~n~o:!!:.r=..:a=:.&., _.P~e~nn~s'.J.y..=.lva=nUAlia~e.· ------=---- DATE OF FILING APPRAISEMENT---------DATS OF DEATH _ _,J::..;un=e~l:::..:l::..~t<.....-:1:....!9:....::6:....!9~------ DATI!: NO. OF NAME. OF PAYEE' REMARKS ; AMOUNT VOUCH£" zs, 1969 Macik Funeral Home Funeral EXpenses 1.436: .. zs. 1969 Father William Pisarcik Funeral Services zs zs. 1969 Helen Susky Refund of money advanced for expenses in connection with funeral Z06 zs, 1969 Helen Susky Refund of money advanced due xor uuu:ues oy aeceaent at time of death 18 25, . 1969 Helen Susk_y_ Refund of money advanced for l9b9 real estate taxes due by decedent at time of death 74 ZS, 1969 Helen Susky Refund of money advanced .for Fire Insurance Premium due by 57 de,...· ..a. • .. at tirnA of death 5, 1969 Irene Bedner Payment of famUv exemotion 1.000 4, 1969 Torrance State Hospital Balance ~f bW due by: decedent cu ...... uag ux "'"'F ~~;~re anu maint-:~n~~L~f wife, who died ...... I!)• • f I A7UU 358 4, 1969 Alex A. DuBart Lettering on grave· marker 15 ' 5, 1970 Geo. 0. Frazier, Attorney Refund of costs advanced as follows: Cost of Letters $43.50 Publication .. Herald-Ameri< an 12.50 Publication • Washington Co iJnty Reports 14.00 Cost of filing Inventory 10.00 Cost of fUina Account 15.00 95 5, 1970 Geo. 0. Frazier Attorney's Fee 1,600 Total 4,885 .C#,J ~ ~1 NEC ~lf~JUJ. ~"JV\ ~ ~ i l v COMMONWEALTH OF PENNSYLVANIA } couNTY oF Washington 88' 1,·. Elizabeth Boros, Helen Susky, and Irene Bedner HEREBY CERTIFY, THAT. TO THE BEaT OF "'y KNOWLEDGE AND BELIEF, THI!: FOREGOING IS A JUST AND TRUE BTATEMJN,T OF DEBTS, FUNERAL EXPENSES AND EXPENSES 01" ADMINISTRATioN sueMrneD To THE ESTATE oF Stephen Babinec, 8./WS. St n M. .oEc&:AeED. As cecucTION!i FOR ~~I)~ --------.Lr--,"9--------,f/----,f/-------< L. S. l INHERIT . .ii.NC£ TAX PURPOSES. 00 00 53 69 57 00 00 00 00 00 00 79 SC) S() ~-11 SWORN AND SUBSCRIBED !IEFORE ME THIS /6 -~~ 1112!!_ DAY 01" -~~~::::....0:~~~'----___.:(L. S.) J""-tLJ ~"(!/.,;._. Notarv Public -:~~==---u.:I~=~;:;:;..;;.._----(L. S.) ... 7T1 -..J c:> ·-· c:_ :X::. ,r-::z if117i c..o ... ., \ r I t i' RCC-81 (2·64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT ELIZABETH BOROS, HEI.EN SU..C)KY & D~ENE BEDNER (Executor~)· IN YOUR REPLY PLEA8E REP'IER TO :37-232-6 In Re: Estate of ______ S'-T_E_P_HEN __ M_~_BA_B_INE_'C ____ _ WASHINGTON 63-69-735 ---------------------------County-File No. _______ __ You are hereby notified that the. origi!lc"l.l appraisement in the estate of vteptMn M. 'Bebine: h b f . 1 d . t.h ff" f th.e R . t f "11 f ;fa~tdH~:>tou as een 1 e 1n 2 e o 1ce o '(V eg1s er o W1 s q County on ~~reh , 19 ___ • Said appraisement reflects the following valuations: Rea 1 Estate ----'------....,.,.4..:-' .... 0.,.00_,_ • .,..oo..,..... __ :C:8.0)2.'(G Personal Property _____ ~-------- Transfers __________ ~~~~~~--- Total ____________ ~ __ J_~_,o_;_2_ .• _7_2 ____ _ As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after one year from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ______ M_.ar __ c_h __ 2~,_1_9_'7_0 ______ __ SignedC1J R ~ Title ri.R. CHANEY., CHI · DATE OF DEATH: June ll, 1969 Note: This is not a bill. / Fonn RCC-2 . COMMONWEALTH OF PENNSYLVAN A ........................................................ :~. ............................. .................. I DATE March 2 1970 .. DEPARTMENT OF R~VENUF!_ ., . RESIDENT INHERITANCE TAX COUNTY .. ...................... Y!C:.~.~~.~.~.?.?. .......... BUREAU OF COUNTY COLLECTIONS ··················· HARRISBURG, PENNA. 1 7 '27 APPRAISEMENT FILE NO ................. 9?::::.9.9.::::7.?._!, ............................................ Whereas, ................................ ~.t..~P~h.n .... ~.?:RJD:~.9. ................................................................ late of .................... P..9.P.9.E.!3: ..................................................................... in the County of .................................... ~~.~.~.:0..~~.'?.!.1 .................................................................. Commonwealth of Pennsylvania, having died on the ..................................... +.+. .... t.h. ......................................... day of ........................ ~.~ ....... ~@.~ ..... 19 ..... ~.9.., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ...................................... w .•. R ........ C.hane.y ......................................................... , an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance taxes at the lawl:'ul collateral rate on any such future Interest. Asset Unit Appraisement Description of Values Made for In heri lance Tax Purpo1es $ REALTY: All that certain lot or parcel of land situate in the Borough of Donora, County of Washington, Sate of Penn., and described as follows: Being Lot no. 39 in Block ~- No. 26 in the Uinion Improvement Company's Plan of said Borough, said lot No. 39 lyingbetween Allen Ave. and Norman St. fronting on the Northerly side of Seventh St. a distance of 40 feet and extending back, preserving the same width, a distance of 120 feet to }1ulberry Alley. 4,00 00 ll'EB.S6HADTY: See copy of Schedule liB II atached to appraisement 28,052 72 Total 32,052 72 Having been duly sworn/according to law, I do hereby ce if h t the _2ove appraisement is made in con- formity with law on this ...... d~ ....... day of ....................... ·: ..... :2~ .. >·················~······ ~ ·········································~······································~········~ App ·······················~·······z;j···~~~·,·································· ~:~~. ~- WASHJ.ID'r.ON ........................ County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of STEPHEN H. BABINEC Deceased. Late of DONQM ................................................................ .. Date of Death, ...... ~.M~ ... l.J.,, .... J.99.9 ........................... .. Appraisemel!t Docket Vol., .............. .3.7 ............................... . Page, ..... ?.3..?.~.9 ..................... No ....... q.J.:::9..9:::7..J5. ......... . Filed in Register's Office, .. ~!..~b: .... ?..L ..... 19 . .79 .. Amount of tax due, $ ................................................................... .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo,ut Appra.isement, Appeal ft'om Appraisement, Entered and charged, H C C-39 ( !1-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of BABINEC' ·(Last Name) STEPHEN (First Name) .. SUMMARY M. (Initial) DATE OF DEATH 6-11-69 REPORT OF INHERITANCE TAX APPRAISER FILE N0. __ 63_-_6_9-_7_3_5_ 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 · Dated: -----=0'"""3_-=02=--7'-'0=------ 06-ll-69 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for County, Pennsylvania, do respect- fully report that I have allowed deductions in the amounts claimed by deponent, except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents the sum allowed as a deduction. Dated:-------------REGISTER OF WILLS INVENTORY VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ $ __________ ~---I.;. uoc 1U 28 0'52 Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ........ ~~ . o • • • • • • • • $ ------+-- ESTATE TAX ASSESSMENTS $ --------L-- 72 '32.052 72 FOR USE OF REGISTER ONLY COMPUTATION OF TAX Taxon$ ~ Tax on $ ----------+--, 0 Taxon $----------4-- Tax on $---------4--Taxon $ _________ -4--- Exemptions========~= Total Estate --------4--- TOTAL TAX 10% 15% * $ ___________ -4---- $ _______ ~--- $-------------4---- $ ___________ -4---- $ ___________ -4---- $----------~-- Less tax previously paid $=======i===z BALANCE $----------+--- Less 5% of tax if paid within 3 months after death $======== (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE $ --------1---- Add interest at rate of 6% from -----to --------- AMOUNT OF ESTATE TAX ASSESSED $-----------+-- Estate tax paid $ _____ ___J.___ BALANCE DUE Add interest at rate of 6% from --------~10------ $------~--- $-------4--- TOTAL TAX BALANCE $ --------+--- PAID $ -------~--- 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 . . $'r:E:PI:IEW . )3A13:J:NEC .. Deceased Late of. DONORA . ................... . County of HASHING TON Commonwealth of Pennsylvania REPORT AND APPRAISAL •