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Home My WebLink AboutOC1969-0745 - ESTATE OF GERARDPETITION SUR AUDIT Testate Form I IN THE ORPHANS~ COURT OF WASHINGTON COUNTY VIRGINIA GERARD Estate of ............................................................................. . No .................... 69 ... :: .. .145: ............................ A A Fiduciary ... -1~-~~---"ft.'! ... G.~'!;~~~---~gg __ _y_~-~~~m .. . ... t, .... G~-~~-~g_, ___ E_:K~.c.Y.:t:.Q.t..S. ............................. . Deceased Date of Date of 6 Decedent's death ......... May. .. 18.~ ... 19.69 ........................... Grant of Le1tters .......... .J.~-~~---~.Q_,___J ~---~--.......... ------...... . This is the ......................... ~:!:~~-~---~~~--~-~~-~! ............... account filed in this estate If there have been former accounts filed in this estate, list file number or number and term .... --~~~-~------··--·········· Election to take Date Election Place of; Under~ wilL (cross out one) Filed .................................. Record ............................. . Name of surviving spouse ...... N.9.~-~----------------·-··························--··············--·----------------··········-------------------------------------· List issue, where material: Jess H. Gerard Ve~~on L. Ge~~rd Vii'ginia Murt;:~ .. , Did decedent marry after execution of will? (indicate)JbU No. Any children born after execution of will? (indicate) ~§ISX No. If answer yes, name them ............................................................ ---------····----------------------------·····r··-------------------· Leg.atees Relationship Interest Fiduciary, if deceased or not sui juris Jess H. Gerard Son 1/3 residue sui juris Vernon L. Gerard Son 1/3 residue sui juris Virginia Murt J?aughter 1/3 residue sui juris List, if exceptions to above: Adeemed: Revoked: Lapsed: Abated: Give Cause: None If partial intestacy, give facts: None Notice to interested parties. Have all parties, having either vested or contingent interests and all crediors entitled to notice (Court Rule No. 9 paragraph C: Section 6: Subdivision c) received written notice of the filing of the account and of call of audit? Yes. Jbttx If t . · · . None any excep 1on g1ve cause .............................................. . File copy of Notice and date of mailing ................. AP.t:il .. 3.0~ ... 1.9.10 ....................................................................... ,, ... ., ..... , ................. . Is estate subject to the filing of a Federal Estate Tax Return?-----------------~Q __________________________________________ . _____________________ _ Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $.]~_Q_~_QQ ___ _{~hQ.~~-c;-~p_y ___ <?.f ________ _ . .. receipt attached) 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. None Give reference to such parts of the will as require interpretation by the Court; a reference to all questions re- quiring adjudication, and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution. per account, Itemize any additional debits not shown by account: Cash advanced by legatees for payment of debt listed below $12.94 Total.additional debits (Add) Itemize any 9dditional credits not shown by account: Earl A, Nicholson (Payment of past- due account for Raleigh products) $12.94 Total additional credits (Subtract) Balance for distribution $ .. .l5..,.9.JH_,_QQ ........... . S-----~~-!_9!1: .................. . $ .. ___ 12. 94 ~~---............................................ .. $ ... 1~-'-~-~.z-~_QQ ___________ _ If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); 44 shares of Allegheny Power System@ 23 $1,012.00 25 shares of Columbia Gas System@ 29 725.00 Real estate -14,250.00 ,_ +"" "• ... \jC -.-----,----~~ ----~·----------------~------------------ If Family Exemption claimed by Petition, give place of Record: .................................. N~~~---···································· If Family Exemption is claimed at audit, give name, relationship and basis for Claim: ......... ~~~~---··························· 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: Jess H. Gerard Vernon L. Ger~rd Virginia Murt One-third residue One-third residue One-third residue COUNTY OF WASHINGTON, SS: 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 .............. :t;:J;v~_iX' ...... knowledge and belief . .. S.~Q~-~----·····························-to and subscribed before me this.}.9.~~ ... :day of .•.......... ~~!:~-~----··········19..?.~.~ Signatu'e of Offi~.fll._(_~ Title of Qfficer ................ ~.~~~-~Y. ... ~~-~-~~---·············· Office . WANDA CARRf11GTOII, NOTARY PUBliC expIres ........... ·cll'l'rnr£ROJ. mr.t~r ••••••••••••••••••••••••••••••••••••• 1 • nttn ounui!''H, ~·!."~:T:GTGH C:llrJTY MY CDI.lMISSIDtl EXPir.ES AUGuST 19, 197 2 And your petitioner will ever pray, etc. _/~?s~~~~~<l ____________________ _ .Z~-~ra:ra··------------------- r I I i No. ·-------------~9. ___ :-: ___ ?.~_?. _________________________ A.A. Estate of Virginia Gerard ....... --............................... -----........................................................ ----........ -- Deceased Fiduciary: ____ .J~-~§ ___ H_, __ j~-~~~~~---~-~g _________ _ Vernon L. Gerard, Executors PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; and divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. Proof of service of above. 5. Letters Testamentary or Administration C. T. A or an attest copy of Will. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account. 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- tate is subject thereto. Woodward and Bassi Attorney ~2 "Vd ··oo NOl~)NIHSVfr\ Sll!M dO U3l.SI~3U ONll..:l'iVi -il3SSnH L ~ 21 ~~ d L 2 A~ ~J 0 L ' ·"") ·-i ··~ l I t :J I .. :-:~ . ' .. IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA IN RE: ESTATE OF. VIRGINIA GERARD, deceased NO. 745 of 19 69 A.A. - N 0 T I C E · You are hereby notified that the First and Final Account of the above-named decedent has been filed in the Register of ~~ills' Office in and for the County of Washington, Pennsylvania, on April 1, 1970. You are further notified that final audit of said account will be made on Monday May 7 __ __;. __ 18 , 19 70 , at 1:30 --o'clock P .M. in the Orphans' Court· room on the third floor of the Washington County Courthouse,. ~ashington, Pennsylvania, at which time you are entitled to appear and be heard if you so desire. April 30, 1970 WOODWARD AND BASSI by /s/ Melvin B. Bassi Attorneys for Estate . I -~ <. •• -'"" I. I , I .. C!!nmmnunttalt{J nf Jruu.ayluauia.} ss. Bhm~iugtna C!tnuuty. '. . KNOW ALL MEN BY THESE PRESENTS: Whereas, at Washington, m the County aforesaid on the 20th. 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 late of Virginia Gerard Borough of Charleroi in the County aforesaid, deceased, (a true copy whereof IS to these presents annexed), was duly admitted to probate; and Jess H. Gerard and Vernon L. Gerard the Executor m said Will and Testament named, having appeared before me and taken and subscribed the oath of office prescribed by law; NOW, THEREFORE, I, Russell Marino , Register as aforesaid, do grant these LETTERS TESTAMENTARY, unto the said Jess H. Gerard and Vernon L. Gerard 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 20th. day of June m the year of our Lord one thousand nine hundred and Sixty Nine f.) -27 ' ····················1·-~·-···················~·-···-·············· Register -------------~--.------------------------------------- ~ < ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ m t ~ 0 ~ ~ ~ > ~ 0 ~ ~ N ~ m ~ ~ 0 ~ ~ ~ a ~ ~ ~ = ~ ~ ~ ~ I KNmJ ALL MEN BY THESE PRESENTS, that I, VIRGINIA GERARD of the Bo'rough of Charleroi, Hashington County, Pennsylvania, being of $Ound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills by me at any time heretofore made. And as to all of my estate, whether the same be real, personal or mixed, of whatsoever kind and nature and wheresoever situate, of which I die seized and possessed, I give, devise and bequeath as follows: ,. I FIRST: I I ·I I direct the payment out of my estate of I the expenses of my last illness and funeral as soon as conveniently possible after my decease. SECOND: All the rest~ residue and remainder of I my estate, of whatsoever kind and nature and wheresoever situate, I I give, devise and bequeath unto my beloved children, JESS H. GERARD,! VERNON L. GERARD and VIRGINIA MURT, in equal one-third (1/3) shares, to have and to hold the same unto them, their heirs and assigns forever. Share and share alike. THIRD: I nominate, constitute and appoint JESS H. GERARD and VERNON L. GERARD, Co-Executors, of this, my Last Will and Testament, and direct that they shall not be required to enter security in any jurisdiction. in which they may act. •.-.. ,. I ~.,. ,_--·- J IN WITNESS liJHEREOF, I have hereunto set my hand and seal to this, my Last Hill and Testament, this .17th day of October· in the year of our Lord, One Thousand Nine Hundred and Sixty-eight ~ (1968). Signed, sealed, published and declared by the said VIRGINIA GERARD, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. / ~ ,/ L'/ Q,~tJce__)'1;!(?Lit..u..~J/f:~ .Affibauit ®f fxrrutnr ®r l\bministratnr j;tat; nf Jruusglnauia. f s.s: C!Lnuutg nf Bas4iugtnu ( Personally before me, the undersigned authority, a ............ ~~-~~-~X ..... ~~-~-~=---······-·················in and for said Oounty and State, appeared .... J..~-~-~-----R~ ...... G..~-~~~4 .... ~~-~----Y.~-~~.Q-~-----~-!! ..... G.~.!;.~.I.:-~---············who, being duly sworn according to law, deposes and says that tlfaey is the executor or administrator of the estate of . .V.i.~g_i,_p,i,~-----G~-~~-~-4. ......................................................................................... deceased, that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of ________ .Y.'!.~g_t.D:.'!.~ .... .G.~.!-~-~Q ..................... , deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item """f;; ~of real 'and personal estate in the foregoing schedules are determined and stated by the undersigned to. jJ t!J ~ ~e the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each ;:: ~ ~ Jtem made by the above named ExecutorS ~ t'~~ da~~~~~;~~ethis~~~-~ { ~~-~~-"'"" ~; ~ f i i/ jJ DDITIONAL INSTRUCTIONS ~ i} § 1. An inventory must be filed within three months after appointment of personal representative. i:S Ji 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, including 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 1Juurutn11:J auil 1\ppraisrmrut of the goods and chattels, rights and credits which wert! Virginia Gerard Borough of Charleroi of .......................................................................................................................................... .late of---·-·················-·············-····-··················································································- Washington County, Pa., taken and made in conformity with the above affidavit. PERSONALTY 1. 44 shares of Allegheny Power System @ 23 2. 25 shares of Columbia Gas System@ 29 TOTAL PERSONALTY REALTY (A) 1. ALL that certain tract or strip of land situate in the Borough of Charleroi, Washington County, Pennsyl- vania, being a part of Lot No. 212, "A", Fifty-seven and One-half (57%) feet by Two (2) feet, and bounded and described as follows: BEGINNING at a point on the East side of Meadow Avenue corner to Lots Nos. 210 and 212, Section "A"; thence in an Easterly direction along the dividing line between Lots Nos. 210 and 212, Section "A", 57~ feet to a point; thence at right angles in a Northerly direction 2 feet to a point; thence in a Westerly direction upon a line parallel to said dividing line 57~ feet to Meadow Avenue; thence along Meadow Avenue in a Southerly direction 2 feet to the line of Lot No. 210, Section "A", the place of beginning. (See Deed Book Vol. 659, page 629) (B) ALL that certain lot of ground situate in the Borough of Charleroi, Washington County, Pennsylvania bounded and described as follows: Lot No. 210, in Section "A", fronting Forty (40) feet on the East side of Meadow Avenue and extending of uniform width, the distance of One Hundred Fifteen (115) feet to a Twenty (20) feet wide alley.(See Deed Book Vol. 652, page 480) DOLLARS $1,012.,00 725.\00 $1,737.00 $8,000 •. 00 ack, 2. (A) ALL those certain pieces or parcels of ground situate $ 250.00 in the Borough of Charleroi, Washington County, Penn- sylvania, being the Southern Ten (10) feet of Lot No. CENTS ) Inventory and Appraisement ~ IN THE EST ATE OF ________________________ Y._!_~_g_!~.!~-----~~-!:-~!-~----------·-------··--····---- Filed ................................................................................. , 19 ................. . ~:u .. l> n,·:::n ---.. -, ~oc.: C::> :::: z;; (/1 :::::::. ---a r-z -t (,) :::0 G") r.; P1 -1 ·-r r-· f11 o ·-' r-- 2:: CJ 0 0 .,, ~-= -o o:::E?'" .. : -;o ::r r---ur-Z -C l>U>o -t.O Woodward and Bassi ~·2 306, all of Lot No. 304, and the Northern Twenty-one and Sixty-seven Hundredths·· (21.67) feet of Lot No. 302, Section "A", as designated and numbered in the General Plan of said Borough, and bounded and described as follows: BEGINNING on the Western line of Blythe Alley, said point being South 31° 40' East One Hundred Fifty (lSO) feet from the Southern line of Second Street; thence by property of Paul Klacan South Sa 9 21' West a distance of Seventy-five and Ninety-eight Hundredths (7S.9a) feet to a point; thence by the Eastern line of Shady Avenue South 41° 10' East a distance of Seventy-two and Sixty-seven (72.67) feet to a point; thence by the Southern portion of Lot No. 302 North sao 21' East a distance of Sixty-three and.Ninety-nine Hundredths (63.99) feet to a point; thence by the aforesaid Western line of Blythe .~lley North 31° 40' West Seventy-one and Sixty--seven Hundredths (71. 6 7) feet to the place of beginning, as per survey of McDonald & Bigler, Registered Engineers, dated January 30, 194a. EXCEPTING AND RESERVING all the natural gas and oil under- lying the said land, but no wells shall be drilled on the same for either. (See Deed Book Vol. a12, page 314) (B) . ALL those certain pieces or parcels of ground situate in the Borough of Charleroi, Washington County, Pennsylvania, being all of Lot No. 300, and Eighteen and Thirty-three Hundredths (la.33) feet, as measured along Blythe Alley, of Lot No. 302, Section "A", as designated and numbered . in the General Plan of said Borough, bounded and described as follows: BEGINNING at the intersection of the Western line of Blythe Alley and the Northern line of an unnamed alley Twenty (20) feet in width; thence by the latter South sao 21' West a distance of FortySeight and Twenty-nine Hundredths (4a.29) feet to a point; thence by the Eastern line of Shady Avenue. North 41° 10 1 West a distance of Ninety-five and Thirty Hundredths (9S.30) feet to a point; thenc·e by land now or formerly of Louise Britton, now Louise Britton Klacan, North sao. 21' East a distance of Sixty-three and Ninety-nine . Hundredths (63. 99) feet to" a point; thence by the aforementioned Western line of :Biythe Alley South 31° 40' East a distance of Ninety-four (94) feet to the place of beginning, as per survey of McDonald & Bigler, Registered Engineers, January 30, 194a. EXCEPTING AND RESERVING all the natural gas and oil underlying said land, but-no wells shall be drilled on the same for either. (See Deed Book Vol. a12, page 310) ·3. ALL that certain piece or parcel of land lying in the $6,000.0 Borough of North Charleroi, Washington County, Pennsylvania,. known and designated as Lot No. 9 in Block No. 9, bounded and described as follows: BEGINNING at a point on the West side of Isabella Avenue, on · the dividing line between Lots Nos. a and 9; thence in a Nor- ther~yy direction along the West side of said Isabella Avenue .for a distance of Thirty and twenty-five hundredths (30.2S) feet to a point on the dividing line between Lots Nos. 9 and 10; thence West along said dividing line for a distance of One Hundred Twelve and eighty-two hundredths (112.82) feet to a_ Twenty (20) foot wide alley; thence South along the East side of said alley for a distance of Thirty (30) feet to a point on the dividing line between Lots Nos. 8 and 9; and thence East along said dividing line for a distance of One Hundred Eight and eighty-seven hundredths (108.87) feet to the place of beginning. (See Deed, Book Vol. 907, page 457). TOTAL REALTY TOTAL INVENTORY AND APPRAISEMENT $14,250.00 $15,987.00 / t r \ {· --"~ ·. )'· .·- ('7' ,r \J (. ___ . ---·----J:.. "•· T .-·, -,------~--- THE FIRST AND FINAL ACCOUNT OF JESS H. GERARD AND VERNON L. GERARD EXECUTORS OF THE lAST WILL AND TESTAMENT OF VIRGINIA GERARD, DECEASED, lATE OF THE BOROUGH OF CHARLEROI, WASHINGTON COUNTY, PENNSYLVANIA Principal Personalty Income Personalty Principal Realty Income Realty Total Assets of Estate Cash advanced by legatees to preserve assets in kind Total Less Credits Claimed Net Amount Available for Distribution $ $ $ 1,737.00 62.71 14,250.00 511.00 16,560.71 4,921.11 21,481.82 51494.82 $ 15' 987 .oo STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~ 55: The wif'hin named Accounf'an't s being duly sw6rn according to law, depose and say that the above account as stated is true' and correct as ........... th.e}Z' ...................... verily believe. Sworn and subscribed before me this ........ ~.Q~h ... . Wa,shington County, ss: ..... ; 0 '1 ...., ~ :;:$ 8 0 C) hl C) a < "'0 S-f lol Ql ca >: lol Ql ] ~ r:.. 0 t!) til: tt! loll l""'fl . I i r;:1· ca Ol E-< •.-1 cal od ~: < ~ E-< r:: r::: ~ ='' rn •.-1 o,-~: cd o: ~ r>:1 bll. ~: ~ Ql: lol: ~ ~: •.-1 : "'0! ~~ I i >I r::: cal • .. ~ ~ "'01 ~! loll ~ til: a) ca: lol: ell ~o~: o.-!l cU Qll 0 z ~: .., t!): ,,_ . ' F J/0 I ' I do certify that I have given leg'al notice 'to all persons concerned of the filing of the within account in the manner prescribed by Sta'tute and Rule of Court, as evidenced by proofs thereof filed to No ... ~·-3.~_1_0~.{0__, __________ _ Witness my hand and official 'Seal this ...... Y~=---------- doyaf ____ ~~-~ Register of Wills ...., ~ .... :;:$ 0 0 ..., 0 ~ 0 :;:$ Q) 0 ..<:I C) ..., •.-1 C) 0 < ' L E D, ..., til .... 'tl til 0 Q) ca ..... ..., ~ j:t'l ;., Q) ~ tlJ f1Pn pri ll Q) "'0 .... .... 0 p. r:: ..., N .. ..., t .._, ca < ~ :;:$ 0 "'0 C) 'tl lol RUS~~~LL C) ~ ;,:~4 n: ~l o ol ol ~ ~ REGISTEF: OF WILLS :8 .i 5l 't:l ..., ..., .8 tlJ 0 WASHINGTON CO .• PA. -~ ..., 'bJJ 0 ol Q) 0 Q) 8 ~ :?; ..., ..<:I .... ;;:: ..., ~ 0 C~i ~ ~ 'tl N ~ < 0> ,..; ..... ' ·. ·) 0 ~ t ~ ~ ~ ~ ~· t The Court is respectfully requested to determine proper distribution in this estate. r;?APL<z~ Counsel for Accountant PRINCLPkL PERSONALTY The Accountants charge themselves with Principal Personalty received out of said Estate as follows: Per Inventory and Appraisement $ 1,737.00 INCOME PERSONALTY The Accountants charge themselves with Income Personalty as follows: Refund from Blue Cross Dividends from Columbia Gas System Dividends from Allegheny Power $ $ 14.55 20.00 28.16 62.71 The Accountants credit themselves with the following out of the assets of said estate: Haven Crest, Inc. Columbia Gas First United Methodist Church Margaret Farkos Cash Bell Telephone West Penn Power Quinet Monument Harold L. Schrock Bell Telephone Columbia Gas Cash West Penn Power Authority of Charleroi Malcolm Morgan Malcolm Morgan Columbia Gas Hospital bill $ Gas bill Ministerial services Services Chain saw Phone bill Electric bill Lettering Funeral expenses Phone bill Gas bill Brush scythe, oil & gas Electric bill Water bill Personal property tax 1969 taxes Gas bill 26.20 20.00 50.00 25.00 189.00 4.99 10.09 15.00 1,891.55 5.85 20.00 25.00 1.80 5.50 6.92 89.94 10.77 Russell Marino Valley Independent Washington County Reports Russell Marino, Agent Dorothy Sowden W. Ross Allen Columbia Gas Columbia Gas Authority of Charleroi West Penn Power Company Collins-Hall Agency Collins-Hall Agency Columbia Gas Columbia Gas West Penn Power Company £endway & Son Heating Columbia Gas wanda Carrington Woodward and Bassi Russell Marino Probate of will 21.50 Legal advertisement 10.00 Legal advertisement 14.00 Inheritance tax 720.00 1969 taxes 174.33 1969 taxes 173.61 Gas bill 6.56 Gas bill 7.40 Water and sewage bill 20.50 Electric bill 6.04 Fire insurance 23.00 Liability insurance 16.00 Gas bill 10.87 Gas bill 8.17 Electric bill 5.11 Heating system -North 990.00 Charleroi property Gas bill 29.08 Notarizations 10.00 Attorneys' fee 828.04 Filing inventory, first 23.00 and final account, etc. Total $5,494.82 PRINCIPAL REALTY The Accountants charge themselves with Principal Realty received out of said Estate as follows: Per Inventory and Appraisement $14,250.00 -s·. I > " ------------ INCOME REALTY The Accountants charge themselves with Income Realty as follows: Rent from North Charleroi property $ 399.00 Garage rent 112.00 $ 511.00 ' Proof of Publication of Notice in The Valley Independent Under Act No. 587, Approved May 16, 1929, P. L. 1784, as amended by Act. No. 51 of April 24, 1931, P. L. 67 State of Pennsylvania County of Westmoreland }ss: Assistant Personally appeared before me William H. Pore, Secretary of Mon Valley Newspapers, Inc., a Penn- sylvania corporation, publisher of The Valley Independent, who, being duly sworn, deposes and says that The Valley Independent is a daily newspaper of general circulation in Fayette, Washington. and Westmo·reland counties, Pennsylvania, and elsewhere, published in the City of Monessen, Westmoreland County, Pennsylvania, that it was established June 28, 1902, since which date The Valley Independent has been regularly issued in said county, and that a copy of the printed notice or publication is attached hereto exactly as the same was printed and published in the regular editions and issues of The Valley Independent on the following dates, June 25, 1969 July 2 and 9, 1969 Affiant further deposes and says that he is General Manager of The Valley Independent, a daily newspaper of general circulation, and as such is authorized to verify the foregoing statement under oath, and Affiant is not interested in the subject matter of the aforesaid notice or advertise· ment, and that all allegations in the foregoing statements as to time, place and character of publica- tion are true. ' )~ ~ ~ COPY of NOTICE .... My commission expires -------4i~~L!.U.!I.!~..._,_,~------ STATEMENT OF ADVERTISING COSTS: Woodward and Bassi, Attorneys at Law ·701 McKean Avenue Charleroi, Pa. 15022 TO MON VALLEY NEWSPAPERS, INC., DR. For publishing the notice or advertisement attached hereto in The Valley Independent on above stated dates .................. $ 10.00 Notary ....... : ................................................................ $ ____ _ Total .......................................................................... $10.00 PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Mon Valley Newspapers, Inc., publisher· of The Valley Independent, a daily newspaper of general circulation, hereby acknowledges receipt of the aforesaid advertising and publication costs and certi- fies that the same have been duly paid. MON VALLEY NEWSPAPERS, INC. By 6/24/~. eAJD --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 officiaJ! 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.JJ.t!S: .... .?.9.,. ..... l.9..6.9. .............................................. . ............... J.JJ.l.}!. .... 3. ....... lQ.,. .... l.9..6..9. .................................. .. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the ~~·~:~ M~:-~&.:~d~.~t:,:~:::: -~ .. ::lt~c::::-r:g/~or Sworn to an subscribed before me this - ..... J.Q;'_7da~ of .............. : . ..I1.LJ..y;:? ................... , 19 ... .6.9 ...... .. """"t~-4,.,,e,_.,.,.,, o o '"""'" """'M otary Public KATHERINE C. YARD, Nc 1"1 P4hllc Washington,. Washlngtan .co., Pa. My commis~lon Exp~ illovernber 1, 1969 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. • • • • • • • • • • • • • • • • • 1 .. --GERARD, VIRGINIA, Dec'd. Late of Borough of Charleroi. Wash- 1 ington County, Penna. Executors: Jess H. Gerard, 608 Shady 1 Ave., Charleroi, Pa.; Vernon L. Ger-ard, 209 Lookout Ave., Charleroi, Pa. Attorneys: Woodward & Bassi, 701 McKean Ave., Charleroi, Pa. ]n t~r <@rp QUUB ~ Qrnurt of lfanqingtnn Q!ounty In the matter of the Audit of Account in Estate ot Virginia Gerard No. ___ 7....;4..;:.5 ______ 19_6_9_, A.A. TO THE AUDITING JUDGE: Enter ___ ___.:o;..;u;;:;.r;;;._ ___ _.appearance for· __ -!=J~e:.:s2..S!s~H~. --l>'G!C!e"'-'r!:.!i!a""'r~d.!...._.!2!a""-n!lld"--V..lLliieo...~r~.Jnlo..UOo~nL-L&.u..--~oG~e!Oi...lor..!iaL.Ir~dl.4, Executors 18th day of May · N. B.-Counsel shall, by separate paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state• ment in that regard. 191.Q_ j ·-- FILE D. 1 10 M~V ?? Pt1 12 48 RUSSELL M.&JI.\NO REGISTER OF WILLS V.'.~.SHINGTON CO., PA. . ~/ ! I J ! . . In I ti1t Qtnurt nf . Qtnmmnn Jllens nf llnsl]ingtnu Qtnuuty. Jeuusylnnuin. ®rpl}'nus ~ Qtnurt llinisinu ESTATE OF N 63-69-745 o, __ __:::.--=._::_..!....:l:_;,:::;_ _______ _ Virginia Gerard, deceased. In the matter of the First and Final Account of Jess H. Gerard & Vernon L. Gerard, Executors ADJUDICATION AND DECREE And now May ,[., [ , 19-1-0-, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon dU'e consideration thereof the balance for distribution in :the hands of the Accountant is determined to be $ 15,987.00 and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. // J SCHEDULE OF DISTRIBUTION Balance per account ________________ _ Additional debit asked at audit Additional credit asked at audit Balanc"'------------------------ Deduct Clerk's Costs & Receip·IS-------------- Attorney Woodward & Bassi Russell Marino, Clerk o. c., costs in certifyingj real estate to Recorder, John D. Woodward, Recorder, costs recording cer-1 tification of real estate, Contribution to maintain assets of estate in kind, Jess H. Gerard, son, 1/3 residue, Vernon L. Gerard, son, 1/3 residue, $ 15,987.0 12.9 $ 15,999.94 12.94 27.50 $15,987.00 ~/)1?,,959.~0 7 1-J/1 f-'at. :17,5() "'-1 -,u +. c :;{o-'-----"-""""~X~a; 1,..-J. 95.1. 75~ ... 8 /117 ~~ tfcJ. .90 ~7[4 -$ 15,942.85.u~ 44.15 $ 15,987.00 5329.00 5329.00 Virginia Murt, daughter, 1/3 residue,. 5329.00 l No balance NOTE: Included in the above residue for distrib tion is 44 shares of Allegheny Power System stock at $1012.00; 25 shar s of Columbia Gas System stock at $725.00; and real est te as h reinbelow des- cribed, held in kind and distributed as s ch at t e appraised value end in the proportionate shares as et fort • REAL ESTATE TO BE CERTIFIED TO THE RECORDER OF ASHINGT N COUNTY BY THE CLERK OF THE ORPHANS' COURT D VISION Virginia Gerard, devisor, to Jess H. Gerard, evisee 1/3 interest; to Vernon L. Gerard, devisee of an undivid to Virgin:ila Murt, devisee of an undivided 1/3 in erest; interest being in and to all the right, title an intere in parcels described as, VIZ: ALL that certain tract or strip of land situa r an undivided d 1/3 interest; ach undivided t of the devisor Borough of Char- leroi, Washington County, Pennsylvania, being a art of ot No. 212, "A" t ~ \ l''. -· . ' ,-, ,-\ ' .-,. ~ ~ v-+t = ~ -· +'\ ~ ~ -· t:l = ~ = t:Y !1 l:i ~ ~ 0 .~ ..... w ::J z S· ~ p i ::r c CD a 3 0 0 ~ .... ..... CD ., 0 -..,. :r CD --------------------------------------- Fifty-seven and One-half (57!) feet by Two (2} f et, and ounded and des- cribed as follows: BEGINNING at a point on the East side of Mead w Avenue corner to Lots Nos. 210 and 212, Section "A"; thence in an Ea.st rly direction along the dividing line between Lots Nos. 210 and 212, Sec ion nAn, 57~ feet to a point; thence at right angles in a Northerly dir ction 2 feet to a point; thence in a Westerly direction upon a line paral el to said dividing line 57! feet to Meadow Avenue; thence along Meadow A enue in a Southerly dir- ection 2 feet to the line of Lot No. 210, Sectio "A", th place of beginn- ing. (See Deed Book Vol. 659, page 629} Known s 324 Meadow Avenue, Char- leroi, Pennsylvania. (B) ALL that certain lot of ~round situate in he Boro gh of Charleroi, Washington County, Pennsylvania, bounded and des follows: Lot No. 210, in Section "A~, fronting Forty (40) feet on the Eas side of Meadow Avenue and extending back, of uniform width, the of One hundred Fifteen (115) feet to a Twenty (20) feet wide al ey. (S e Deed Book Vol. 652, page 480). Known as 324. Meadow Avenue, Cha leroi, ennsylvania (2) ALL those certain pieces or parcels of ground situate in the Borough of Charleroi, Washington County, Pennsylvania, bei the So thern Ten (10) feet of Lot No. 306, all. of Lot No. 304, and the Norther Twenty-one and Sixty-seven Hundredths (21.67} feet of Lot No. nated and numbered in the General Plan of said described as follows: BEGINNING on the Western line of Blythe Alley 40' East One Hundred Fifty {150} feet from the S Street; thence by property of Paul Klac~n South Seventy-five and Ninety-eight Hundredths (75.98) the Eastern line of Shady Avenue South 41° 10' E ... two and Sixty-seven (72.67) feet to a point; the of Lot No. 302 North 58° 21' East a distance of r Hundredths (63.99) feet to·a point; thence by th Blythe Alley North 31° 40' West Seventy~one and (71.67) feet to the place of beginning, as per s .. Registered Engineers, dated January 30, 1948. EXCEPTING AND RESERVING all the natural gas land, but no wells shall be drilled on the same 2, Sect·on "An, as desig- rough, nd bounded and said p to di by t afores ixty-se vey of int being South 31° of Second a distance of thence by ta.nce of Seventy- e Southern portion ee and Ninety-nine id Western line of en Hundredths McDonald & Bigler, derlying the said r. (See Deed Book Vol. 812, page 314) The same being unencumbered lots. . ' • -........ {B) ALL those certain pieces or parcels o~ in the Borough of Charleroi, Washington County, Pennsylvania, b Lot No. 300, and Eighteen and Thirty-three Hundredths (18.33) measured along Blythe Alley, o~ Lot No • .302, Section "A", as in the General Plan of said Borough, bounded and s follows: BEGINNING at the intersection of the Western lythe Alley and the Northern line of an unnamed alley Twenty (20 width; thence by the latter South 58° 21' West a distance of Fort -eight nd Twenty-nine Hundredths (48.29) ~eet to a point; thence by th line of Shady Avenue North 4l 0 10' West a distance of Ninety-f hirty Hundredths (95.30} feet to a point; thence by land now or f f Louise Britton, now Louise Britton Klacan, North 58° 21 1 East a of Sixty-three and Ninety-nine Hundredths (63.99} f.eet to a point; the aforementioned Western line of Blythe Alley South 31° 40' East Ninety-four (94) feet to the place of beginning, as per surv onald & Bigler, Registered Engineers, January 30; 1948. EXCEPTING AND RESERVING all the natural but no wells shall be drilled on the same for ei I 812, page 310) The same being unencumbered (3} ' ALL that certain piece or parcel of land Cha.rleroi, Washington County, Pennsylvania, kno 9 in Block No. 9, .~bounded and described as follo in the and de derlying said land, ee Deed Book Vol. Borough of North ignated as Lot No. I BEGINNING at a point on the West side of line between Lots Nos. 8 and 9; thence in a Ave the dividing: West side of said Isabella Avenue ·ror a qistance .: hundredths (30.25) feet to a point on the 9 and 10; thence West along said dividing red Twelve and eighty-two hundredths (112.82) fe to a ! ' wide alley; thence South along the East side of aid all of Thirty (30) feet to a point on the dividing 1 ne along the y and twenty-five ance of One Hund- (20) foot ., distance Nos. 8 and 9; and thence East along' the said dividing line or a di tance of One Hund- red Eight and eighty-sev~n hundredths (108.87) f et e place of beginn- ing. (See Deed Book Vol. 907, page 457) Known s 324 I abella Avenue, North Charleroi, Pennsylvania. CERTIFIED TO RECORDER: J ~ 17, \ \ \-\ \ . • 0 ~ ~ -+-:J z fJI n ..... ? t:Y 0 0 :J" c t1) s:.r til' a 3 t:Y 0 0 0 -+--+-~ t1) ;::· ., 0 t N ~ -..... :J" = t1) ~ s ~ ~ ~ t--~ .:::t-' 0 (f) -< r-....: ........ -l a... --_..J -' :<: f."Z: ;,;-. 0 ·--· (._') ... CL -L:... 0 ---:z:: 0 0 ,.__ .... # rv- f I •'-1-- I c-.... LtJ :J...! '.J ::>-U) P-z cc <J) - wr-C./) ---:r -::::> (!) U) -w c;:, a: -< ' c.; . ,._. ::;: ...... ----.. I --\ _,_, IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF VIRGINIA GERARD, deceased NO. ELECTION TO TAKE IN KIND 69 -745 KNOW ALL MEN BY THESE PRESENTS, that W~, the undersigned, do hereby elect to take the following assets of the Estate of Virginia Gerard, deceased, in kind: 44 shares of Allegheny Power System $1 012 00 ' . 25 shares of Columbia Gas System 725.00 Real estate (See description attached hereto) 14,250.00 WITNESS our hands and seals this 30th day of March, 1970. WITNESS: ~k~tf;-; ' r ll_t . .. .J -lL ,..._ ('- J-..:::c :&:::: .<:::) t'-... 0 rl) 7--J _..:, -..J . }' ,{. , · ... .t.•,n IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF VIRGINIA GERARD, deceased NO. RECEIPT AND RELEASE 63 -69 -745 The undersigned does here~·lith acknowledge the receipt of all funds from Vernon L. Gerard and Jess H. Gerard, Executors of the Estate of Virginia Gerard, deceased, pursuant to the decree of.6rphans' Court at the above number and term. \ The undersigned, by execution hereof, does herewith release, exonerate and otherwise.save free from suit, claim or demand Vernon L. Gerard and Jess H. Gerard, Executors, with respect to all acts done and committed in connection therewith. June .1:§__, 1970 'II ~.: "' l 1 ~ t' ~ ; ~ ~ ~ ,------------.-.---------------------------------- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF VIRGINIA GERARD, deceased NO. RECEIPT AND RELEASE 63 -69 -745 The undersigned does herewith acknowledge the receipt of all funds from Vernon L. Gerard and Jess H. Gerard, Executors of· the Estate of Virginia Gerard, deceased, pursuant to the decree of Orphans' Court at the above number and term. The undersigned, by execution hereof, does herewith release, exonerate and otherwise save free from suit, claim or demand Vernon L. Gerard and Jess H. Gerard, Executors, with respect to all acts done and committed in connection therewith. June .2:::.£., 1970 {SEA ) '. .;-.. :. '"" .~ ' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY PENNSYLVANIA ' ORPHANS' COURT DIVISION IN RE: ESTATE OF VIRGINIA GERARD, deceased NO. RECEIPT AND RELEASE 63 -69 -745 The undersigned does herewithacknowledge the. receipt of all funds from Vernon L. Gerard and Jess H. Gerard, Executors of the Estate of Virginia Gerard, deceased, pursuant to the decree of.Orphans' Court at the above number and term. The undersigned, by execution hereof, does herewith release, exonerate. and otherwise save free from suit, claim or demand Vernon L. Gerard and Jess H. Gerard, Executors, with respect to all acts done and committed in connection therewith. June /o , · 1970 RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: __ VE_R_N_ON_G_E_RA_R_D _____ _ Date: June 5, 1969 209 LOOKOUT AVENUE County WASHINGTON .J _____ c_~RLEROI, PENNSYLVANIA 15022 County File No. t 'B -C, /f-/If s-' Bureau File No. x! ~ 7 We have received notice that,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ on May 1 8 19____6.9 you came into ownership of certain property through · transfer from MRS. VIRGINIA GERARD, 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 • Bank Acct. Sav. #13338 held in _the PITTSBURGH NATIONAL BANK, CHARLEROI OFFICE, CHARLEROI, PA., in the names of MRS. VIRGINIA GERARD or VERNON GERARD. Opened 1-8-69. Balance as of date of death,$7,326.54 appraised by the Commonwealth, as of the date of death, at $ 7' 326 • 54 100 % 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 within three (3) months of the date of death of the decedent, or on or before Aug. 18 19 69 you may deduct a discount of 5% of the amount of tax due, or D This tax became de I i nquent 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 dote additional interest is due at the rate of 6% per annum until paid TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ _ _:7--1,..::.3.=.:26::...:•:..:::5:....:.4_ $---------------- 439.59 21.98 439.59 $ iftJ.(,/ ASSESSED BY: ~~ )l;:;'e_·~ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: 'R~nw...~ AGENT FOR tHE tO~!AOIIWEALl'H COURT HOUSE · WASHIBGJOII. pEftNA. 15301 If you have already paid this tax to an executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwealth, list below the date paid, name and address of the person to whom you made payment, their official title and the amount. !f I • • Date Paid Name and Address of Payee 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 Willswill examine the debts claimed and allow those which he determines to be proper. The tax will then be recomputed and you will 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 deb-ts out of the account or property 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 d requ 1 red) 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 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 have allowed deductions listed above in the total amount of $ --------.. Date of Approval: ______________ _ ·~.·· Register of Wills RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APP·RAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: VERNON GERARD 209 LOOKOUT STREET CHARLEROI, PENNSYLVANIA ---15022 Date: ----::::J:-:;U...::-NE~~6~, =17 9;...6::...:9:..__ __ _ WASHINGTON CountY------------- County File No. V 3 -" pt-1tf r Bureau File No. _ ____::7::.....___;~....::_;;,.;,_ ___ _ We have received notice thatX~l:M~XX.XXIXXXXXXIXXXXXY.-XY-XXXXXY..XXY_Y-XX,."UXX on May 18 19 69, you came into ownership of certain property throughmiHDDmHDif.lx X~~~~~ transfer from MRS. VIRGINIA GERARD, 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: (1) Jt. Bank Acct. #704457 and ( 2) #55-3-247543 held in the PITTSBURGH NATIONAL BANK, DONORA OFFICE, DONORA,PA. in the names of {1) MRS. VIRGINIA GERARD or VERNON GERARD and (2) VERNON GERARD or MRS. VIRGINIA GERARD. Opened (1) 3-13.69 and (2) l-8-69. Balance as of date of death, (1) 2,100.01 and (2) 809.28 appraised by the Commonwealth, as of the date of death, at $ 2' 909 • 29 100 % 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 0 If you pay the ab.ove amount within three (3) months of the date of death of the decedent, or on or before Aug • 18 19 69 you may deduct a discount of 5% of the amount of tax due, or 0 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 $ 2,909.29 $--------- 174.56 8.73 $ 174.56 $ L? S'7 Y3 ASSESSED BY: _ __.'ZL.:::~~-<~t~.Le::::::k:::::.:.~~::=:::!::.="--- (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompQ,Qy your payment. Mai I or bring it to: ~ ~GE?fT fOff T.:~ -~r..:·1Dt~W¥~ALUf C!.~R"r ~t£USE VIAOMtt-{~0!\!,. PE~NA. 15301 If you hove already paid this tax to on executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwealth, list below the dote paid, nome and address of the person to whom you mode payment, their official title and the amount. Dote Paid Nome and Address of Payee Official Title Amount Paid Under certain circumstances, if, after the dote 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 will then be recomputed and you will receive on 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 account or property described above and con furnish proof of such paxment, if required, and 3-These some debts are not also claimed, for tax purposes, by on executor, odministrotor 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 Dote Paid Nome of Pay_ee 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 $ --------· Dote. of Approval: ______________ _ Register of Wills RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX AflPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION J TO: __ V_E_R_NO_N_G_E_RA_R_D _____ _ Date: __ ....:J:....:u::.:.n:..:e:.........::3:....:0:..J,:..._=:l:..:::9...:::6..::.9 ___ _ 324 MEADOW AVENUE __ _..;Q.HARLEROI, PENNSYLVANIA 15022 County _-:.:W=A=S=H=I=N~G~T.::,;ON::..:_ ____ _ / 3-(R ~-1LL_.JCounty File No. -"""';,_,--""t'"-'L--.L-__:-r __ Bureau File No. ___ ;a;,_,_~-'-..:._ __ _ We have received notice that, ~~~Y_YXYXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX on :May 181 19.....6..9, you came into ownership of certain property through transfer from VIRGINIA GERARD, 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. Savings Acct. #1523 held in the FIRST NATIONAL BANK, CHARLEROI, PENNSYLVANIA in the names of VIRGINIA GERARD or IX VERNON GERARD. Opened 1-8-69. Balance as of date of death, $1,895.05 appraised by the Commonwealth, as of the date of death, at $ 1' 895 • 05 100 % 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 0 If you pay the above amount within three (3) months of the date of death of the decedent, or on or before Aug. 18 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 rote of 6% per annum until paid TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT 1,895.05 $--~-----$-------------- 113.70 --___ 5_._6,8 __ _ 113. 10 $ I o Y, o 2-/_ ASSESSED BY: ~~d~ {Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: 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, list below 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 Payee 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 deductiO!lS 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 will then be recomputed and you will receiv·e an amended assessment of tax; THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally l~gally responsible for these debts, and 2-You actually paid these debts out of the account·or property 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 d~cedent 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 (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:------~- SS: - TOTAL $ 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 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 have allowed deductions listed above in the total amount of $ --------• Date of Approval: _____________ _ Register of Wills RCC-134 (6· 65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APP-RAISEMENT AHD ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION J TO: ____ V_E_R_N_O_N __ G_ERA __ R_D __________ _ Date: ---'J~U=L=Y=---:1=6~,~~----='1..,.9....,6::....=9'----- 209 LOOKOUT AVENUE ______ EHARLEROI, PENNSYLVANIA 15022 County __ W..!.I..&IA ..... Su..~H ..... T..I.lNwGuT..Jo.O~N~..--____ _ /3-61-7ilr County F i I e No. -~v __ .......,.... __ _,_....:-,"---- Bureau File No. ----:;.,..A'---~------7 We have received notice that, C~"'t~.GIIJiK~tii.}@[XXXX:XXlXXXXXXXXXXY..XX-_Y_lQCX."tXXXXXXXXXXX on May 18, 19 69 , you came into ownership of certain property through)[Kgllif(~~~XJU(~li ~~~XBXI1hlX transfer from ~IRS. VIRGINIA GERARD, 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. #5263 held in the CHARLEROI FEDERAL SAVINGS Et LOAN ASSN. , CHART.EROI, PENNA. , in the names of MRS. VIRGINIA GERARD or VERNON GERARD. Opened 8-19-68. Balance as of date of death $5811.30 appraised~ the Commonwealth, as of the date of death, at $ 5 '811. 30 .:j10'% lf 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 within three (3) month~ of the date of death of the decedent, or on or before Aug • 18 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 unti I paid ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ 5,811.30 ----L--~---$--------------- 348.68 17.43 $ 348.68 $ .1-J /. ~J ASSESSED BY, ~ x::= - (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account ~ this Official Notice must accompany ·,~\~~~~~ ¥ ;;:,M;i;:: ;;-p.u:/4' :1.:11. :-• T\' ~~~ u~ AGENT FOR TP.E COr.'i~.:ONt"J.:;AlfH _ COURT HOUSE MM~lNGTONt PENNA. _ . J530J (over} . , ., ~ ~ 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 below 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 Payee 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 will then be recomputed and you will receive on amended assessment of tax . THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -Yo~ were personally legally responsible for these debts, and 2-You actually paid these debts out of the account or property described above and con furnish proof of such payment, if required, and 3-These same debts are not also claimed, for tax purposes, by on 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 some debts will not be claimed by any other person, for inheritance tax purposes. SWORN 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 hove allowed deductions listed above in the total amount of$------ Date of Approval: ______________ _ Register of Wills RCC-134 (8· 65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS'NOT S~BJECT TO ADMINISTRATION J TO: __ V_E_R.:;;_N_O.;_N_G.;_E.;_RA.;_;;;.;R.;_D _____ _ Date: __ .....:A:.=-u=..gc.u=-s t.:::..._6=-z..., -'1:;::..9.:::...6.:::...9~--- 209 LOOKOUT AVENUE --~CHARLEROI, PENNSYLVANIA 15022 WASHINGTON CountY------------- County File No. t_s-~r Bureau File No. _ ..... :J'-""-.... ~=-";...<....Z::;,.._-=~-- We have received notice tho t ~?X~.Ktt~.fomX<i~1llhX9fXXXXXXXXXXJL'CX-XX..XXXXXY_XXY .... XJC .... 'CXX..':XXXXX~ on May 18, 19__&2, you came into ownership of certain property throughmb!Ll~r!t'!~ruer.. .. ~ili ~~~~~{IX~~~~~~~~~ transfer from VIRGINIA GERARD, 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 • Sav • Acct • #12333 held in the CHARLEROI OFFICE OF THE CHARLEROI FEDERAL SAVINGS & LOAN ASSN. in the names of VIRGINIA GERARD or VERNON GERARD. Opned ABgust, 1968. ~alance as of date of death, $7,702.22. appraised by the Commonwealth, as of the date of death, at $ 7 '702 • 22 100 %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 0 If you pay the above amount within three (3) months of the date of death of the decedent, or on or before Aug. 18 19 69 you may deduct a discount of 5% of the amount of tax due, or 0 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 $-~7~,~7~0u2~-~2~2~----$--------------- 462 13 23.11 462.13 f:·3 tl $ $ ~ ' ASSESSED BY, ~,).. .. u'-.d (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: 1(~liAAA~ AGENT FOB Ttl£ tt!'~S~:t!Ut£ALTH COURT MGaSE WASHINGTON. PllttA.. 15301 If you have already paid this tax to an executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwealth, list below 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 Payee 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 thr~e 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 will then be recomputed and you will 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 account or property 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 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 have allowed deductions listed above in the total amount of$ --------• Date of Approval: ______________ _ s Fonn: RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX DATE ........... .A~~t. ..... JJ.J. ...... J::9.29 .......... J .. DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 ·' .kPPRAISEMENT COUNTY ................. ~.~.~h.~.~gJ~-9.~ ................. . FILE NO. .. ................ ?.?..:§9.::7.4.?. ....................... . Whereas, ............................ J1r.:i?.,. .... Vir..ginia. .... G.e.r.ar..d ................................................ late of ......................... 9.h~J.~r..9..i ..................................................... . in the County of ........................... Y.{.~~.h~p,g:t;~.9.l ...................................................................... Commonwealth of Pennsylvania, having died on the ....................... J~ .... t..h ................................................... day of ..................... .May ............................................ 19 .. 69. ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................................... W..~.R .•..... C.ba.n~Y. ........................................................... , an appraiser duly appointed according to law, having been designated to mak a fair and conscionabl appraisement of the sa'd est te and to assess and fix e e 1 a ' 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. Appraisement Unit Deacription of Asset Values Made for Inheritance Tax Purpotes $ JT. HELD: Jt. Bank Account held in the Charleroi Federal Savings & Loan Assn., Charleroi, Penna in the names of MriT Virginia Gerard or Vernon Gerard. 5, 8ll.30 Jt. Savings Acct. held in the Charleroi Office of the Charleroi Federal Savings & Loan Assn. in the names of Virginia Gerard or Vernon Gerard. 7.702.22 2 Jt. B~nk Account held in thP. Pitt.Rhnrtrh N~t.inn~l Bank. Donora Office Donor~ PP.nnsvlv;mi;;, ;n t.~ names of Virginia Gerard or Vernon GerEil!d 2.909.29_ Jt. Savina.s Account held in t.hF! Fir-:sL _National Bank, Charleroi Office, Charleroi, Pennsylvania in the names of Viruini ~. l1F!r~rci o-r 1TF!rnnn l1oo.,.::>.,..ci 1,895_.05 Jt. Bank Account held in the Pittsburgh National Bank Charleroi Office, Charleroi, Pennsylvania in the naire s of Virginia Gerard or Vernon Gerard. 7,326.54 25,644.40 25 .64L 40 Total 25.644 40 fonn::v:~hbl:: ::~h:swOl"IlaccoJJ~•~· ~:; o~·~~~~~~••tti:~'~!- Appratser .................................................. ,,,,,........... . .. \ ......................................................................................... ~~···· ~A:?.~:i.;:z~~t.)..................................... Penna. . ' ......... ... . ..... WA$Hl..N.G.'ID.N.... ................................ County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of VIRGINIA GERARD Deceased. Late of CHARLEROI ······················· ·················· Date of Death, ......... ~~Y. .... :l:?.?. ..... :l:.9.~.9. .............................. . AppraisemeHt Docket Vol 37 ., ······················································ Page, ....... 2.J.J.,.,J_ ................... No ....... 6'3e-:.6.9..~745 ......... . Filed in Register's Office, ... Aug.ua.t .... l3.1 ... 19 .. 69 .. Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, .... ..... I l v>-;"'.t •.... .,. ~ ' r. ~ .. t.u, ' 7 D NAY ; 7 P 11 f?. 4 7 RUSSLLL ::U(INO REGISTEr< OF WILLS WASHINGTON CO., PA. Form RCC-33 .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS J RESIDENT DECEDENT COUNTY OF .............. WASHI.NGT.ON ................................... . IMPORTANT: This return must be colllpleted 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 ... thi'!.·_Inll.~ritllnce_.lln!l~E.~t!ite T~~ A;ct of l~!iL) __ : --_::~~i~~Ei;fi~t;~=:~-------}=::::~ Late of ................................................................ ~....................................................................... County County of .... ...... Pennsylvania ...................... } . . ss: ............... Wa..s.hingt.o.n. .................. _. . State of ................. . · .... J.e.ss .... H. ........ Ge..r.~.r.d. .... ~n.d. ... Ve..r.n.o..n. ...... L ......... Ge..rard ExeeutorS of the estate of the above-named decedent being duly sworn, depose and say . May 18 Decedent cHed ..................................... . . .. . ............. . . (Month) (flay) ........... , 19 .. (.y~~ .... ,{~aving a last will, copy of which is hereto attached •. } .... W9o4w~~.cl .. ~n<t ~~~:;~:i,' !\!;:!;:Q:r;t=.~:~Y.~ ....... ~t=. :J:,.~w. ........................................... . ·Name and address of attorney or} other authorized representative to whom all correspondence should be. mailed. 701 McK~~n J\y~nt1e,Cbai'l~:J:"P!, :Pe:llt:l~YlYEJ.:Q:i,ct ................................... .. That as such .: ........ ~.~~-~~-~.Q-~.~---······ deponent is familiar with the affairs of said estate and the property con- < Executor-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 OTijER INSTITUTHlN . IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX Pittsbur h National Bank RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of said safe deposit box or boxes are itemized under Schedules A return, with the exception of the following, for the reasons hereinafter set forth: of this That Sc.hedule 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 decedent's credit in banks of deposit, savings banks, trust companies, or other institutions, whether individually, or in trust for any other person or persons giving also separately the accrued interest thereon, if any, down to the last interest day prior to decedent's death in the case of savings banks, and to the date of decedent's death in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in- . debtedness of the United States to the decedent; all obligatior.s, whether by statute or agreement they are designated as tax free, of the United States, or any state, or political subdivision thereof, or of any foreign country; which are owned at the time of death; all wearing apparel, jewelry, 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~es 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 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 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 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 transfe~ee and all other facts of a pertinent nature regarding said"transfers. In the case of t~ansfers 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. Ther1~ 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 individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to decedent, the dates of their death, their issue, andthe relationship of such issue to the beneficiary. That 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 collater-al pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this ·······---·"··---3-Qtb. ............ day of ...... Mar~z=··-··· 19 ... .].0 ~,(!~·····-- WANDA CARRIIIGTON, NOTARY PUBliC CHARlEROI BDF.DU:H. VIAS!:l:;~TON COU~TY MY COl!HlSSluH EXPIRES AUSUST 19; 1922 ~Jr.~:~ .Z.09. ..... t9.9..~QY.:~ ... .A:Y.~AY.~ ........................................ ~ ... -·-·· (Street Number) C.h~.~J.~.~.9..i..~ ..... J?..~.P.:P..§.Y.l.Y~9.J.~ ................................. .. (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 (,l-64) ' COMMONWEALTH OF PENNSYLVANIA ' DEPARTMENT OF REVENUE BURE.I(U 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 held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth 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 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. (A) ALL that certain tract or strip of (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH land situate in the ~orough of Charleroi, j Washington County, Pennsylvania, being a 'it> 0 part of Lot No. 212, "A", Fifty-seven and One-half (57~) feet by Two (2) feet, and bounded and described as follows: BEGINNING at a point on the East side of Meadow Avenue corner to Lots Nos. 210 and 212, Section "A"; thence in an Easterly direction along the dividing line between Lots Nos. 210 and 212, Section "A", 57% feet to a point; thence at right angles in a Northerly direction 2 feet to a point; thence in a Westerly direction upon a line parallel to said dividing line 57% feet to Meadow Avenue; thence along Meadow Avenue ir a Southerly direction 2 feet to the line of Lot No. 210, Section "A", the place of beginning. {See Deed Book Vol. 659, page 629) Known as 324 Meadow Avenue, Charleroi Pennsylvania. (B) ALL that certain lot of ground situate in the Borough of Charleroi, Washington County, Pennsylvania, bounded and described as follows: Lot No. 210, in Section "A", fronting Forty (40) feet on the East side of Meadow Avenue and extending back, of uniform width, the distance of One Hundred Fifteen (115) feet to a Twenty (20) feet wide alley. {See Deed Book Vol. 652, page 480). Known as 324 Meadow Avenue, Charleroi, Pennsylvania. 2. {A) ALL those certain pieces or parcels of ground situate in the Borough of Charleroi, Washington County, Pennsylvania, being the Southern Ten (10) feet of Lot No. 306, all of Lot No. 304, and the Northern / 7 ~ Twenty-one and Sixty-seven Hundredths (21.67) feet of Lot No. 302, Section "A", as designated and numbered in the General Plan of said Borough, and bounded and described as follows: BEGINNING on the Western line of Blythe AllEy, said point being South 31° 40' ! East One Hundred Fifty (150) feet from the Southern line of Second Street; thence by property of Paul Klacan South 58° 21' West a \COlll::•) 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. ~ J o e) 't;,-Q~.L!J Jo:7-/Jo (2) (3) DEPARTMENT VALUATION ESTIMATED CAUTION MARKET VALUE (Do not write In this spoce) $ a,ooo.oo cH< -v{job 250.00 ~ £~~ distance of Seventy-five and Ninety-eight Hundredths (75.98) feet to a point; thence by the Eastern line of Shady Avenue South 41° 10' East a distance of Seventy-two and Sixty-seven (72.67) feet to a point; thence by the Southern portion of Lot No. 302 North 58° 21' East a distance of Sixty-three and Ninety-nine Hundredths (63.99) feet to a point; thence by the aforesaid Western line of Blythe Alley North 31° 40' West Seventy-one and Sixty-seven Hundredths (71.67) feet to the place of beginning, as per survey of McDonald & Bigler, Registered Engineers, dated January 30, 1948. EXCEPTING AND RESERVING all the natural gas and oil under- lying the said land, but no wells shall be drilled on the same for either. (See Deed Book Vol. 812, page 314) T.hewsame being Unencumbered lots. (B) ALL those certain pieces or parcels of ground situate in the Borough of Charleroi, Washington County, Pennsylvania, being all of Lot No. 300, and Eighteen and Thirty-three Hundredths (18.33) feet, as measured along Blythe Alley, of Lot No. 302, Section "A", as designated and numbered in the General Plan of said Borough, bounded and described as follows: BEGINNING at the intersection of the Western line of Blythe Alley and the Northern line of an unnamed alley Twenty (20) feet in width; thence by the latter South 58° 21' West a distance of Forty-eight and Twenty-nine Hundredths (48.29) feet to a point; thence by the Eastern line of Shady Avenue North 41° 10' West a distance of Ninety-five and Thirty Hundredths (95.30) feet to a point; thence by land now or formerly of Louise Britton, now Louise Britton Klacan, North 58° 21' East a distance of Sixty-three and Ninety-nine Hundredths (63.99) feet to a point; thence by the aforeme~tioned Western line of Blythe Alley South 31° 40' East a distance of Ninety-four (94) feet to the place of beginning, as per survey of McDonald & Bigler, Registered Engineers, January 30, 1948. EXCEPTING AND RESERVING all the natural gas and oil underlying said land, but no wells shall be drilled on the same for either. (See Deed Book Vol. 812, page 310) The same being unencumbered lots. 3/tf 3. ALL that certain pie~r·parcel of land lying in the Borough of $ 6,~000.00 North Charleroi, w~· · on County, Pennsylvania, known and designated as Lot ,• 9 n Block No. 9, bounded and described as~; follows: :f /j BEGINNING at a point on the West side of Isabella Avenue, on the ~ - dividing line between Lots Nos. 8 and 9; thence in a Northerly direction along the West side of said Isabella Avenue for a distance of Thirty and twenty-five hundredths (30.25) feet to a point on the dividing line between Lots Nos. 9 and 10; thence West along said dividing line for a distance of One Hundred Twelve and eighty-two hundredths (112.82) feet to a Twenty (20) foot wide alley; thence South along the East side of said alley for a distance of Thirty (30) feet to a point on the dividing line between Lots Nos. 8 and 9; and thence East along the said dividing line for a distance of One Hundred Eight and eighty-seven hundredths (108.87) feet to the place of beginning. (See Deed Book Vol. 907, page ---------------------------------- 457). Known as 324 Isabella Avenue, North Charleroi, Pennsylvania TOTAL REALTY $14,250.00 RCC-35 COMMONWEALTH 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", Inta;gible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. U. S. Savings Bonds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g. jewelry, wearing apparel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible 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 o~ or income from any property held in trust under the will or agreement of another, even though located outside of the State, at the time of death, should be listed in this schedule, . Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION NO• List and describe fully VALUE MARKET VALUE (Do not write in this space) 1 44 shares of Allegheny Power System @ 23 $1,012.00 2 25 shares of Columbia Gas System @ 29 725.00 Insert this total opposite "Personal Property", Schedule "B" in X X the "As Reported" column on the last page of this return. $1,737 .oo RCC,-36 CO\fllfON'IK\LTH OF PENNSYLVANIA TlUNSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C" TRA.NSFERS (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) __,N..._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 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) ~0 (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) --~~~0=---- (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) ~0 (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) --=~~0~---- (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 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) ~one ~one DEPT. VALUATION (Dept. Only) -------------------------------------------------, COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to the decedent. Descrip.tion of Property, Date of Acquisition, Name l Unit percentage Estate Address and Relationship of Co-Owners, and Place Value Share Valuation of Record of Instrument, where Real Estate. l 1. Savings Account No. 15263 at Charleroi Federal Savings and Loan Association in names of Virginia Gerard or Vernon L. Gerard, established January 8, 1969 2. Savings Account No. 12333 at Charleroi Federal Savings and Loan Association in names of Virginia Gerard or Vernon L. Gerard, established January 8, 1969 3. Investors' passbook savings account at Pittsburgh National Bank in names of Virginia Gerard or Vernon L. Gerard #704457 4. Checking account at Pittsburgh National Bank in names of Virginia Gerard or Vernon L. Gerard $5,811.~0 7,702.~2 2, 100. ( 1 809.~8 Insert this total opposite "Jointly Owned Property", Schedule ·"E" DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property Value of Decedent's Interest in the "As Reported" column on the last page of this return. $16,422.8.~:-...,..----:....~ h RCC-37 (12-63) • COMMONWEALTH OF PENNSYYLA.NIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT 0 BENEFICIARIES AND ADDRESSES State full names and addresses of all ' . who ave an interest, vested, contingent or other- wise, in estate) 0 Jess H. Gerard 608 Shady Avenue 0 Charleroi, Pa. Vernon L. Gerard 209 Lookout Avenue Charleroi, Pa. Virginia Murt Levittown. Pa. SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH Son Yes Sui juris 1/3 residue Son Yes Sui juris 1/3 residue Daughter Yes Sui juris 1/3 residue Deponent fUrther says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE None Will Administration t No. ............... Year ........... . IS THE ~IA TTER OF THE APPRAISEMENT OF THE ESTATE OF VIRGINIA GERARD ' ····················································· Deceased Late of . . . :So.r.C>ll:gll.. ~~ .. 91:1Ct.l:' ~.e,roi County of . washingto.o. Commonwealth of Pennsylvania REPORT AND APPRAISAL 'Vd '·oo /Wl:JNIHSVI!\ Slll/;\ dO t!lJSl~3lJ o ~I! wn: ·: r~ s s nt~ 92 tj ~ld HdiJ OL 'Q :1 ·-, ' J .... 1-~ -J (Executor-Administrator must complete "As Reported" column #1.) 0 >; 0 "' "' ...., ~ I» C" ~ trl "' ,... I» ~ :~ ...., "0 :::0 :o ~ ~ ~ , ..... ~ ~ ..... : ::J ct ::l "0 '" >; e. >; , ..... "' .g !-<: "0 (1) : • a >; :o 't:l ~ :~ ~ '::J ,... :co '< :p. i-c::l 't1 :o ~ :co :t1 '" '< rt:::\ H ;\_'· \:: C/) c:: ~ ~ > ;...-.. : :Cf.)-:o w :p-?" : -c-) : tJ-1 : -:::0 C/) C/) >< (") (") ?" ?" ~r> : :: . _ .......... --EI9~-fn-EI9-E19-E19 :w :1\.) .. :.p. 'O \0 :. :oo 't-1 't-1 :0\ ;.. 2: :.p. 0 'N:::S :N :CD :• :oo :t-1 : ..... > , ..... :.p. "' ;. ;. :::0 ·-·. (1)..--.. ,._,., :1\.> '0 ... :w 'V1 o-:......, 0~ :e '• ('1) :o'oc... :o o- -(,19 -(,19 -fn -(,19 --(,19 ~ .... ,0) - : "\) ; ~= \J c... () : '\. ~ ~~· 0 . ~"('"C~ 0 8" tv ~ ~ 3 .......... • '-.! h :;· .Q :D. §.. . .CI .......... ~ .C\ . ------ Form RC C ·10 ~~ DEDUCTIONS ALLOWED IN J . . . ~~{3 -~1-7¥.s- THE SUM OF ............ 3711~~ ..... '-· OFFICE OF THE STATEMENT OF DEBTS , . REGISTER OF WILLS '"~~~ washington AND DEDUCTIONS OF COUNTY AND AGENT OF THE COMMONWEALTH Register of Wills, Agent ESTATE OF Virginia Gerard LATE OF Borough of Charleroi DATE OF FILING APPRAISEMENT DATii OF DEATH Mal 182 1969 DATI!: NO. OF NAME OF PAYEE REMARKS AMOUNT VOUCH5'" 1969 May 23 Haven Crest. Inc. Hospital bill $ 26 20 Columbia Gas Gas bill 20 00 25 F~rst United Methodist Ministerial services 50 00 \..UU:L"CU June 9 cash Chain saw 189 00 MarQ:aret Farkos Serviees 25 00 Bell Teleohone Phone bill 4 99 West Penn Power Electric bill 10 09 16 Quinet Monument Lettering 15 00 Harold L. Schrock Funeral expenses 1,891 55 25 Bell Telephone Phone bill 5 85 Columbia Gas Gas bill 20 00 July 3 cash Brush scythe, oil and gas 25 00 West Penn Power Electric bill 1 l 0 Authority of Charleroi Water bill 5 50 27 Malcolm Morgan Personal property tax 6 92 Malcolm Morgan. 1969 taxes 89 94 Columbia Gas Gas bill 10 77 June 23 Russell Marino, Register Probate of will 21 50 Vallev Independent Legal advertisement 10 00 Washington County Reports Legal advertisement 14 00 Aug_. 26 Dorothy Sowden 1969 taxes 174 33 w. Ross Allen 1969 taxes 173 61 Columbia Gas Gas bill c. l.r.:....c.. Seot 22 Columbia Gas Gas bill I I~ I Oct. 6 Authority of Charleroi Water and sewage bill 20 50 West Penn Power Company Electric bill 6 04 COMMONWEALTH OF PENNSYLVANIA } - __ sa: COUNTY OF I, -------------_;__------------HEREBY CERTIFY, THAT. TO THE BE•T OF MY KNOWL!DGE AND BELIEF, TH! FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENS!S OF ADMINISTRATION SUBMITTED TO THE EST ... TE OF ----------------.OECEAtiED, AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. ·------------------(1.. 5.) SWORN AND SUBSCRIBED I!IEFORE ME THIS -----DAY 01"' ------------IIJ -- Form RC C-10 DEDUCTIONS ALLOWED IN .. . ' . . I I ' .,, " OFFICE OF THE STA'TEMENT OF DEBTS THE SUM OF . . . . . . . . . . . . $ .......... , ..................... ' REGISTER OF WILLS OF Washington couNTY AND DEDUCTIONS DATE AND AGENT OF THE COMMONWEALTH eglsler of Wills, Age~t ESTATE OF Virginia Gerard LATE OF Borough of Charleroi DATE OF FILING APPRAISEMENT OATS: OF DEATH May 18:1 1969 DATE NO. OF NAt.!&: OF PAYEE REMARKS AMOUNT VOUCHEIIl l~b~ Oct. 13 Collins-Hall Agencv Fire insurance 23 00 15 Collins-Hall Agenc~ Liabilitv insurance 16 00 23 Columbia Gas Gas bill ~ Q"7 Nov. 25 Columbia Gas Gas bill 0 "1.-"L --~·-· Dec. 9 West Penn Power Company Electric bill ~ -'J J.J. 13 Lendwav & Son Heating Heating system -N.Cha _ .. _nnn {\{\ 30 Columbia Gas Gas bill "" -_...., -vo 1970h Marc 30 Wanda Carrington Notarizations 10 00 Woodward and Bassi Attorneys' fee 828 04 Russell Marino Fili~r, i~ventory, first 23 00 ann na al'l'nttnf P-t:l' ~~;6 t? 5'-o ~-~ (/;· fir£• 17 ..5'-t () - TOTAL c...t.... _-ru. 82 COMMONWEALTH OF PENNSYLVANIA }sa: COUNTY OF washington We, Jess H. Get:at:d a.nd Y:ernon L. Gerard HEREBY CERTIFY. THAT. TO THE BEST OF MY kNOWLEDGE AND BELIEF, THE FOREGOING IS A JUST AND TRUE &rATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSD 01" ADMINISTRATION SUBMITTED TO THE ESTATE OF Yirginia Gerard DECEASED, AS DEDUCTION!> FOR INHERITANCE TAX PURPOSES. /(~ U-.~~0-~ A SWORN AND SUBSCRIBED I!EFORE ME THIS 30th /7 (L. 5.) DAY~ ~~~::7~ ~~ ~V ~~~ (SEAL) pvernon~; Gerard ""---- w~m c~r..r.lt!GTfiN. NnTARY PllE!~~~ .• ""!"!"' •;•<ntl r.ruNTY CHARlEROI BnRG~Ji. 1·~~~·-•·-~' "" . _.. _., MY COM!iUSS\Gll £XriKlS f,UuuST 19, 1912. .)Q 00 \'8 \[ r .. R U S S ELL !.I,: .. :·u H 0 REGISTEr<. OF WILLS WASH\NC,TON CO .• PA. . ' r • R C C·81 (2·84) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA.E RKPKR TO 37-233-3 NOTICE OF FILING OF.APPRAISEMENT JESS H. GERARD & VERNON L. GERARD In Re: Estate of ____ ___.:V:..::ffi~G.=IN~I:::;:A~G::,;:;ERA;:;:;,:;;:.:;:;,::R~D------ ______ W..:..:;A:.::S~B""':I;;:N:::::.G.=.TO~N.::..,_ ___ County -File No. 63-69-745 Dear ~~. Gerard: You are hereby notified that the original appraisement in the estate of Virginia Gerard has been filed in the office of the Register of Wills Qf Washington County on April 8 , 19~. Said appraisement reflects the following valuations: Real Estate __________ ~l~4~,~2~5~0~·~00~--- Personal Property _____ ~l~,7~3~7~-~0~0 __ ____ Transfers __________ ~~~~--- Total _________ ~l~5~··9~87~·0~0~-- As to such tax that is paid within three months from date of death, a five (54) percent discount is allowable. As to any tax that remains unpaid after one year from date of death', interest at the rate of six (64) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date _____ ~A~p~r~i~l~8~·-=l~9.70~------- Title W.R. CHANEY, DATE OF DEATH: Hay 18, 1969 Note: This is not a bill. / "lCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of GE..'i.ARD, (Last Name) VIRGINIA (First Name) DATE OF DEATH 5-18-69 FILE NO. _6..::...0_-6--'9'---'-7-'-'45'---- (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: ----=0=4-c...0=-:8::<...--':7,..::::0 ___ _ 05-18-69 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 REPORTED VALUE AS APPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or IL: ~'1U uu $ $ l 717 00 15,987 00 annuities ............ , . . . . . . $ ______ -+---- EST ATE TAX ASSESSMENTS $ ________ .,L__ :U..25U UJ 1.717 00 15,987 00 - FOR USE OF REGISTER ONLY COMPUTATION OF TAX $ _______ -+---- $ ____________ ~--- $-------------4---- $ ____________ -4---- $--------------4---- VALUE AS REAPPRAISED $ __________ -+--- $--------------L---- (*) As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=====~=== BALANCE $---------+--- Less 5% of tax if paid within 3 months after death $=====~== BALANCE OF INHERITANCE TAX DUE $ -------+---- Add interest at rate of 6% from ------to ----- AMOUNT OF ESTATE TAX ASSESSED $------+-- Estate tax paid $-----------'--- BALANCE DUE Add interest at rate of 6% from -----~10------- $----~--------~---- $----------~--- TOTAL TAX BALANCE $ ----------+----PAID $ _________ ....J.... __ _ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ~ No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF VlrlGINIA GERAHD Deceased Late of. .. c !1ARLI!;FI.Q J: County of WAS HI r·.:GTON Commonwealth of Pennsylvania REPORT AND APPRAISAL \. --- Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ............ ... ... ..A.Pr.::i,.:,l,_ . $_, .... ~9..7.9. .. . DEPl\_RTMENT OF REVENUE RESIDENT INHERITANCE TAX COUNTY ......................... Y.l.~~.ht.pg~_9.!.l: ....... BUREAU OF COUNTY COLLECTIONS ........... HARRISBURG, PENNA. 1712 7 APPRAISEMENT FILEc NO. . ..•...•........... ?.2-::. .. ~9.-::__74? ............. ............... " .. Charleroi Whereas, ............... .......... Vir..ginia .... G~ra.r.O.. ..................................................................... late of ····································································· ······································ in the County of ..................... W.?:§hmgt.qn ....................................................................... Commonwealth of Pennsylvania, having died on the .................................... 18 .... th ......................................... day of .................................... ~1?-Y. ............................... 19 ... 9.9 ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .......................... 'li'I.R. ....... C.han~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 I inheritance taxes at the lawful collateral rate on any such future Interest. I Appraisement Unit Description of A net Values Made for Inheritance Tax Purposes $ REALTY: See copy of Schedule II AU attached to appraisement 14,250 00 - PERSONALTY: ···- See copy of Schedule liB II attached to appraisement 1,737 00 Total 15,987 00 Having been duly swo.rn acj!~o law, ~; 0~ereby ce~~ above appraisement is made in con- formity with law on this . ... . . ... ~~ . 19 ?~ .. ..... ~£-~~ Appraiser .. J~ . ................. . ............... ber d S ..... . ... .. ··································· . .......................... ....... , Penna . 02 --(Post Offiee) ..... ................ . JiAS.HINGT.ON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ........ . ............. .VJRO:J.N.J.A. ... O:ERARP......... . ··········· ······················· Deceased. Late of CHARIEI.t.OJ ················· H. ············•·••H• ......... . Date of Death, ..... J1!3.-Y ... J$., ... J,99.9 ............................... . Appraisemel!t Docket Vol., .................. .3.7 .......................... . Page, ......... ?.3.3..~3.. .................... No ........ 93..~9..9~7.45.. ....... . Filed in Register's Office, ........ J\p;r.;L.J .. JL ..... J9 .. .7Q. Amount of tax due, $ ................................................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, ~