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HomeMy WebLinkAboutOC1969-0861 - ESTATE OF SIMON.,PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form Estate of.....A..NN"A ..~.!,•••§;J;J':'!QNJ....~/l~l9-..--'-- ...................A~...?.!.._SJ_MA.NQ.K~--....---..-..-..... . Deceased No.__a.Q.;J,_..9t.J·.~~_~___._. Fiduciary..Gex.txud§a_.Sno.ck ,_.___ .$xe.~.utx.ix.__. Date of Date of Decedent's death §~~p.t.ero.p.~.:r.?4.,_..1.9.6.6..._ _ _Grant of Letters..Qc..t.Qb~.:r...Ja l.96.6.,_--_-------.. This is the f.~.:r.§.1=...9.-.mL.f.Jn9-J __..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 Under o~O(i)Otwill.(cross out one) Date Election Place of; Filed _..___Record ..1_••••••••:•••••_._.•••• Name of surviving spouse._.._NQ~_~..!...__..__.._____....__. _.._~.._..__... List issue,where material:•.None. Did desedent marry after execution of will?(indicate)~No.Any children born after execution of will?(indicate) ~No.If answer yes,name them :__._._:._._____..______.._.__.. ... ) .~_._.--..--._._-------------••_.-----._.---------._------••-._------------_..-----------••-----._.------_-..--__--.._-__.-•••----__..----..-oo "_,___. Leg,atees Raymond D.Simon Gertrude Snock Relationship Son Daughter Interest 1/2 1/2 Fiduciary,if deceased or not sui juris None None " List,if exceptions to above: t None. - l If partial intestacy,give fa~ts: None.l Adeemed:l Revoked:Lapsed:Abated:Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:_ _ . File copy of Notice 1 ".' and date of mailing Aggg~:t;~.,J.9..6.9.. Is estate subject to the filing of a Federal Estate Tax Return?..l~g.•........................................................................ Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $.....N'9.ng.•............................................ If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . Give Names and qddresses 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. Raymond Simon,Box 505,Finleyville,Pa.,Payments made on decedent's mortgages during her lifetime.Decedent orally told executrix the amount of his payments totaled $1,200.00,~hich amount executrix admits. Gertrude Snack,Executrix,Paid decedent I s hospital b ill of $312.11 for Memorial Hospital on June 24,1966. John Snock and Gertrude Snack,Labor as set forth in schedule,$326.00. Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: Paragraph One-~Executrix is satisfied that provisions have been satisfied. l l Balance for distribution per account, Itemize any additional debits not shown by account:$..22.,.9l6..~8 . Sale of balance of furniture $270.00 Total additional debits (Add) Itemize any additional credits not shown by account: Register of Wills,balance on Lettens 9.00 Equitable Gas Co.,final bill '4.52 West Penn Power Co.,fina~bill 3.11 Gertrude Snock,telephone expense 18.00 Total additional credits (Subtract)• Balance for distribution $.2.7.0.•.00 . $3.4.•.63.. $..23.,.151.•55 . If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Balance for distribution is in cash. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PA. of 19 A.A. ,NOTICE OF FILING ACCOUNT AND AUDIT To the heirs,creditors and other persons interested in said 'estat,e: ,, Please take notice that the First and Final Account of Gttrtwdt SDocki~CU1t'ln of the above ~state was filed in the Office of'the Register of Wills of Wash'ington County,Pennsylvania, ..i and is docketed to the above number and term.Said account will be presented to the 'Orphans'Court of the said Washington County,Pennsylvania,for confirmation and will be audited by the said Court during the week beginning on the.tactmd Monday of •....~.jIf......1i.~,~...~~.at o'clock ,..M.in its Court Room on the third floor of the 'Courthouse,Washington, "Pennsylvania,where and when you may appear if you so desire. BARNA AND BARNA ,BY _ Attorneys 'for the Estate Dated:'~t:2.1969.,. - I , -'3 ~ ,~.Q:t~..,e.-~~1lf1i<S3"-k:';-6;ciJ~ 'J.k~~~X-k~~~_:z1'ut?~,~ ~~~O~:tc?~dd-~dr~~'~~J3~,1'1 ~,~"f>~~~(,'4~~7kf~d~~4.~t:(4-t~,~~w~fv/"~/].-'.1_J1 -'_~"~:1-4..~~Ct ty-...;~I(/V-M~pr ~~-&.~"-. ~~.4::v...w>r.-a.;;d",)..4.-'~VWCf Ie-)~~d-A-w~ ~-~&~-;t;:d.,~I ~r kar~~7 ~~14..~'I tL~.&~'~I ,*.~ ~dAJ :d.-cr~7Z,;~~_~"f.~~L ~-;tk ~~r ~~..r"""trVl--~<rtr ~;.,.<O tJ h;~~..~<.e"di"W ~..dv~UDA.u.£f-~ ~~d-~Iy tf:.v~&J ,J.~~~, >~~~?!di~~'~I~~ ;4 ~;tLJ.~~k ~#~t:l4 c!)-.~~ tL~~~~!l1fz~lt!JO~~.~~..." ftJ-k~ay~~~~-£~ ~~AJv~~(¥):XL!-~'i'l<~,'. 0<09'l~dk ~7.;.I!IL ke..-<Lr-IP~-'f~4-7. }W~,X-<><1 d-r~~~~~~4'~;u..f~;i;~Z:.~u..~~~~~ ~~.~~;f.0~.£~~;zrbl~~. -S'- /:.-.~j~&<.-d Nv ~~_fr Jw;~ .~~ ~~~~.~d-~,,~~~tv~ kk~;t ~~1.~/j1~-t4J~ ~~.J}~~~bv....~.;ad~':...If$ ..9-&?-~~)~;t£.J ~/~JtuJ £~ ~~#;::U1J4 'S3 ,~~WZ;~~:~/~-e.~~~~~~E ~w-&t..-.<5-0~ ii~1I ~01L-·3~.7!~'~S.~~a-.-~~L~~ :d!-e-Ud.~i..-.~t-~rev!.<j7 ~~, cJ-4hh wcJwa ~~U~~~~~ 1~~1t-~.-:d~~.'J-~~Z-ludd/ Lv~(:ao~~.J:~~:o:~~~~ eLI.~~"p7,{;-I~;;U tfr~-ai4 ~ ~~I1u ~-~Cl--~o...J!. .~~~a-FcL-~PV~d~ ~rJ?~J.&~dJl.~~/fWf/.VJJ.~~~1~j'<-~t~-e-."~ro-r~wdH-~J~/'~~',~, -~~-~~~-----~~~------. --6~.. .·'c::t~~~~$~r;Ft-riv.£~ frr-v t#fA~~J2 ~0 %.~~, .GA&(1 ~(~~~~J-:~/.J~ war 1~!~~~~4A£-~ ~~<J .~kJ-wa · Ij~t/~~~. CLAIM OF JOHN SNOCK AND GERTRUDE SNOCK:FOR REPAIR AND UPKEEP OF THE REAL ESTATE OF THE ESTATE OF ANNA E.SIMON (a)Skim coat of plaster and repair of walls of big house;6 rooms at 3 hours per room,$2.00 per hour (b)Painting two coats,6 rooms at $15.00 per room (c)Painting outside of big house,4 days at $25.00 per day (d)Cleaning house: 1.Original 2 days,$10.00 each day 2.1/2 day per month for 30 months at $4.00 per half day (e)Cutting grass twice a month for 5 months a year for 2 years,4 hours each time at $1.50 Total $36.00 90.00 100.00 20.00 120.00 60.00 $426.00 SEe REVErtSe s,oe POR EXPLANATION OF CHARGES .,/.. wt=:;~.•..•. -S1oon#tl:'a.ARM n.73 •ADOfnSS 'R.l>•.()!:!1 P1nl~11Gj)POo~. PtfONE 83,-$'729·'-l?ouah ~Gl' -. CASE'42~6 ' ROOM"~~016 0 00 ADMITTED 6-1-66'0 7 :30 aomo MEMORiAL HosPitA~. •1" Monongahela,Penna. PATIENT'S STATEMENT THIS ~ILL lNCLUDES ALL CHAR~ES RE- PORTED TO THE OFFICE AT THE TIME OF DISCliARGE -ADDITIONAL CHARGES, IF ANY,WILL BE BILLED LATER. OIARGU CM1)tT5TO--OATE DALAJICC I 1tE......RIC5 a1;66 ~7.66 80.66 t3M6 t27J:ll &37.01 I !.l}SAl ~~3J)1 ~iO.61 -. ~()0l>1 3A2J)2 8~~2 237.27 337.37 3~1.27 3~1.a7 :, 367:2.7 36721 I 3i8.27 $'!S.37 , 3~~.38 335.38 I 3530.30 351.30 , I3OW~1 I ~OaD6-(){)6Al 406Al-.·Aimi~i~M ~i)!.o2 4Q&.o2 10&.0 c:lMt 5~o.07 '»8.67 ~64.6~564.69 I ; 580;69 5'80169 D97he :H)7D~, 6!liJj9 6A~.69 ,.t:-" , 616-99 65>-6J)Q I 6 ~~1 (Y1~~!, I--. TOTAL PATIENT'S CHA~~ES :1I, ,.....,~;.~--;1 AMot.!NT PAYABLE BY PATIENT -./.-......... TOTAL PATIENT'S ALLOt1AUCE ;-' r---.~~~-~ ,..../ laa Q011aaS2 S1DlZ POQ I!XPLNtATtc=OP OIAaCOS ... -.- l' NEAREST RELATIVE Mrs.Snock--P6t. ADDRESS RD I l,Venetia,Pa. Simon.,';-~8 •_~13.·.~s ."'-"I 1Yb{}-6;',.Pl~lil0,·Po.•.J ~..: .835:-5'729 .,~1.('••.....' ...~e ADDRES$ PHONE .....,~ p ~..,~,.....j ~"A ~ CASE #42~' :--- ROo:.t II ~'288 Q Q16.. ADMITTED 6-1-86 a t-t:30 ~, DOCTOR stevenoon INSU RANCePru.dont tal. MEMORIAL HOSP.TAL,."'..;.-",',t f"'~... Monongahelo,Ponna. ~. PATtt~NT'S STATEM2MT THIS BILL INCLUDES ALL CHARGES RE· PORTED TO THE OFFICE AT THE TIME OF DISCHARGE -ADDITIONAL CHARGES. IF ANY,WIL1.BE BILLED LATER. DATE ~t~~ -M4 tt\~ ~t<j" ~t~~ OAI\-Y COMI S~"lAL ICOO£'&'A1W.17.0ftVG$10 ,\.110.I'SERYICE ROOM .-ItA,.• 16.00 l I I I I I I I. 201.9°1<>{ ...'I Ii I I I:I ... SERYICE I CODE .201'U CHAReES CHOITS DA......CE I R!MARlCSTOoCATE 706.&1 706.11 706.&1 312.11 ~{)l)J)0 70'.31 393.1$0 ICMlJ3110 ~.....",.""1.t~2"::,!::..iJtf....."".._, I , r <• \ I <, it ! \l II \ I_J,_r _~ l~''.:"-..r:-, ¥...- ";./.-.0.1 "... \.[\c "c:.!K- ./ ?, ,~.'."_\~~~~-~ J,. --.....1; /1--......-- "~_..... ..-~. ...-"';._,....-. '=-.... ......__....~...o..--_......1--.".~- ._.-'-"------.~~~----_.. •_~'II.~ ...._---'...>,""':...---'--~--~------'--- (,.I ,.l .-. ,._"\.j '.....,:,."'."'1 --rr \ ,-,"~"'"~'.-;'",.;-",c V;:l:_.......-I .o-U;~','>_(,.....-"~.,;r,'J''-::--,•.-J.--"'"",£:• 1 ·r;';A~-'",".,-:'.'I"'~._/'_~"r:.L~,<c.;-'(,I "t~\,,./~,,,"'..~.~.,'...l....".~.,,' I -".«:Qt:>,>;~ ",....J ....l .-.•.,,( I t'IIo.T'~.,'•I <.r~(,'.-I>,-.....-......',- t "1 ,,"~~:7',•i--~.ic ~~ -f!')f,..'.-'.....,.~~~r',.-..,'::'. j 4~6 ....~L-:"'\:;--::..0 ""'-":;,',:r~''.~",",!'t'-",J~;.;....r-.,.u...",·~!..A',"".'-~-~-:;:-:-';.'.....-~',. \.-'.~~.-'-~-',._----.'-----....\.:..--~-:-:"'-;~'::='-r .~:"':'::::'::"-:---.~_.-". I I 1 f"'----~~--- ~.- (','L ~, /, ... _. C:~:;;f I I I f I 1 ~II TOTAL PATIENT'S CHARGES "-. AMOUNT PAYABLE 8Y PATia4T _ TOTAL PATIENT'S ALLOl:1ANC"'-E__-_ .. .... If Family Exemption claimed by Petition,give place of Record:..NQD..~..5;.lairo.~g.p . 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: .\J cRaymond D.Simon, Gertrude Snock, One-Half Balance One-Half Balance COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly s.w.o.rn doth depose and say that the facts set forth in the foregoing petition are true to the best of her knowledge and belief. And your petitioner will ever pray,etc. ..........5w..orn to and subscribed before a me th;s..ltZ~(_day af.sr_t.e:-ber.~yJ~__~_~_ Signature of Officer ~~. .•STEPIlAl~A t'O::AC·'.l'~:try P~bllo TitIe of Officer !1I)P!'.t~,.W!l~~!~!'!::2..~?'W}t~'.-.p.a••...••••••.•••••~.My Commb:ion Expires .Jan.20,1973Officeexpires . ..~.. ~'!gp'"~O'J ~~·O .\..'~YR\VA§~~ '$11.\H\J9J.1?d.$~\t)·3·~~ f,\'1,\\\1""y'-"'\'''''4,~.....0.\.1~il",'\..l~'r~,-J,.~'iY 'W\I\\'So\I ..• No..8.6~..o.:f..~96.9 . Estate of....~~..~.~...$.J.MQN#...aLk/a.4... ...................~.NNA.J~~SXMANUK . Deceased Fiduciary GERTRUDE..SNOCK•............... .....................J~x~.c.1J.t.~.~. 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-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized.elections if any'" distribution in kind. 1O.Copy of Federal Estate Tax return if es- tate is subject thereto. Attorney ~2 \2 B\\~\t no GS4 ~"'~.~.1 '\,tu.::4 \'1-;\ .../, ) " ".---------------------------------,,.--~ atommoulUra1t4 of ,rUU.aYlnauta.} ma.a4tugtou atouuty..a.a. KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid I on the 17th day of October .A.D.19 66 ,before me, Josephine M.Douglas ,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 Anna E.Simon,a/k/a Anna E.Simanuk late of N9ttingham Township in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Gertrude Snock the Executor in said \Vill and Testament named,having appe,ared before me and taken and subscribed the oath of office prescribeq by law; NOW,THEREFORE,I,Josephine M.Douglas ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said Gertrude Bnock committing unto her the administration 'of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring her to exhibit a true and perfect inventory thereof into the Register's Office,at Wa'shington,within ninety days from the .date hereof,and to render a just and true account of s'aid 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 TESTIl\lONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this seventeenth day of October in the year of our Lord one thousand nine hundred and sixty-six. .. LAST WILL AND TESTAMENT I,ANNA E.SIMON,of Nottingham Township,Washington County, Pennsylvania,declare this to be my last Will and revoke any Will pre- viously made by me. FIRST:In my lifetime I have designated my son,Raymond D.Simon,as beneficiary in my life insurance policy for the purpose of having him use said insurance policy for the expenses of my last illness and funeral,including my gravemarker.I hereby direct my s.aid son and if he is not living then I direct the beneficiary of such life insurance policy to use the proceeds of such life insurance pOlicy for the expenses of my last illness and funeral expenses,including my gravemarker.After payment of aach expenses for illness and funeral, the remainder of the proceeds of said policy shall become an asset of the estate. SECOND:I direct that all my just debts and any unpaid balance of the funeral expenses or last illness shall be paid from my residuary estate,as soon as practicable after my decease,as part of the expenses of the administration of my estate. THIRD:I devise and bequeath to each of my two children, Raymond D.Simon and Gertrude Snoek,per stirpes,a one-half share of the remainder of my estate of every nature and whever situate. FOURTH:I appoint my daughter,Gertrude Snock,Executrix of this my last Will.Should my daughter,Gertrude Snock,fail to qualify or cease to act as Executrix,I appoint my grandson,Reverend Bernard Snock,Executor of this my last Will. FIFTH:My personal representative shall not be entitled to compensation and reimbursement for services rendered in administra- ting and distributing the assets of my estate!He is to be reimbursed for any expenses he incurs.i SIXTH:I direct that 'my personal representatig8 shall not be required to give bond for the faithful performance of his duties in any jurisdiction. IN WITNESS WHEREOF,I,ANNA E.SIMON,hereunto set my hand this 5th day of March,1966. Anna E Simon The preceding instrument,consisting of one typewritten page identified by the signature of the testatrix,was on the day and date thereof signed,published,and declared by Anna E.~imon,the testatrix therein named as and for her last Will,in the presence of. us,who at her request,in her presence,and in the presence of each other have subscribed our names as witnesses hereto. Paul N Barna Jr Bernadette N.Vargo JOIce E.Pavelko "~'-~-----.. 't; ~, 1 I' f.\I"'j,•f.; II'. I. I i T I I ===============::iEC::::i-!LtD, I!1Jlrtttra IDrstamrntary '69 OCT 131 AN 9 Zl ESTATE OF __~,/ ,J N E SIMON .RUSSjftt MJUUNO ..------~!'-~-.ik7..--------_:::~~t~~a~:C~~~:. ANNA E.SIMANUK!; f' I, ! ~ o .~f', " \ \ J t.~ tj Ii ,. " .....2 1\ffi~uuit (@f1fxrrutnr (@r 1\bministrutnr ~tutt nf 'tttttll!Jluutttu,t 55: C1J,nUttty nf .ull~itt!ltntt \ Personally before me,the undersigned authority,a N..Q.t.g.r.y.;P.Y.'!?11.9 in and for said County and State,appeared GERTRlIDE SNQ.CK who,being duly sworn according to law,deposes and says that s he is the executor ~klX of the estate of ANNA...~.,......S.mQ.N....9..I~I.~...ANN~....~..!....J?.~;r~HJ.K.deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of...,Anna ,E Siman , deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item ;::~::h::~:~~:i~~~~::.f;~E:hW.)~~.ttOlr.i~..~_. Executor-Administrator~:~~:ff...dl'!r.••c:t!.~../.... STEPHANA NONAC:(,Notary Publlo Donora,Washington CO"unty,Pa.ADDITIONAL INSTRUCTIONS A .Mv .commis~ion E,'(Pirfja'l d .h'h h f .fl'1.n mvent.pI;y,mU~7~e i e WIt m tree mont sater appomtment 0 persona representatIve. 2.A supplemental'inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lIuututnrg aub J\pprai9pmtut of the goods and chattels,rights and credits which...':. were Of..ANNA E..,S..IMQN gl.kl~AN.NA.r,;.:I..J~;~~~NQ.t t.ingh.am.Iti.p..•...,P..a .. '..•Washington County,Pa.,taken and made in conformity with the above affidavit. ...,..... REAL ESTATE DOLLARS CENTS All those two certain parcels of land being situate in Nottingham Township,Washington County,Pennsylvania, containing 10 Acres 117 Perches,upon which is constructed a 1 l/2-story frame house,and a 1.63 Acre tract upon which is constructed a 1 l/2-story frame house,which are more particularly described in deeds recorded in Deed Book Volume 736,page 53,and Deed Book Volume 616,page 200,respec- tively.26,700 00 PERSONAL PROPERTY Furniture,miscellaneous Prudential Insurance hospitalization claim 577 25 175 00 27,452 25 ..,. .,. ~.. ~IJ I j .....r . f .. )) ..i; ;~I '; ., '.•1 ,J ; STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law,depose s and say sthat the above account as stated is true and correctas .__.she verily believe.s Sworn and subscribed before me thiS_/1~!.. daY~~:~-_.__---__..'_-------------------------- STEPHA ';A NONAC~,Notary Public Donltra.Washl~gton County,Pa- Mj Commi:sion Expires Jan.29,1973 Warshington County,ss:I do certify that I have given legal notice 'to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court,as evidenced by proofs thereof filed to No._~_3~J:::_cb_OO . Wi,ne/)~~~a.nd and afficial seal thiSmt:2:?::_~u. day aL ".~---:------------.~.-.----.------;-----·19.b_f_fiJ~L.f.1J1J/}'t-f.)-------------------..------------.R~gi~t~-~--;f--Wi·ii~---- '-Jl <::) ~-tt~ I (\ 1.1) '""~~ .0 ...o.... it:> o_~III rt!ta~t!E·t)..''''V;'1 f'69 JUL.2.')Att 10 ,Z ~l ~I 'I~ t i '-I~i 'b.. ioz .J •-...j ,r. , ,.---v ____ ---- '" J1 ..4 .C., t \ The Court is respectfully requested to determine proper distributiQA...in this estate. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:) ) ESTATE OF ANNA E.SIMON,) a/k/a ANNA E.SIMANUK,) ) Deceased.) FIRST AND FINAL ACCOUNT OF GERTRUDE SNOCK,EXECUTRIX OF THE ESTATE OF ANNA E.SIMON a/k/a ANNA E.SIMANUK DECEASED. SUMMARY: Principal: Receipts $27,452.25 Disbursements 4,583.55 $22,868.70 Income: Receipts Disbursements $330.00 282.52 47.48 Balance for Distribution . . . . . .$22,916.18 ,. P R INC I PAL RECEIPTS Inventory and Appraisement Filed DISBURSEMENTS Administration Expenses 27 452.25 Register of Wills,Letters of Administration Washington County Reports,Advertising Daily Mail,Advertising Russell Marino,Filing Inventory Russell Marino,Filing Account Robert VanVoorhis,Fire &Liability Insurance Barna and Barna,Attorney Fees Notary Public Fees Gertrude Snock,Travel Expenses Commonwealth of Pennsylvania,Additional Death Certificate Preferred Debts Edward B.Garry,Balance of Funeral Quinet Monument,Gravemarker Gertrude Snock,Funeral Refreshments Gertrude Snock,Postage,Telegrams,etc. Memorial Hospital,Final Hospital Bill Dr.John Vesely,Final Physician's Bill Finleyville Drug Store,Final Bill Other Debts West Penn Power Company,Electric Bill Equitable Gas Company,Gas Bill Bell Telephone Company,Final Bill Washington County Real Estate Taxes Ring~old School District Real Estate TaxesNbt~~ngham Township Real Estate Taxes Assets Converted at a Loss $23.00 14.00 12.50 3.00 16.00 52.00 1,372.00 4.50 265,~'00, 1:.,00 $306.61 15.00 25.00 23.00 15.40 300.00 13.60 $103.21 369.86 J 5.64 116.51' 240.3'4--,,---76 ;02 $1,763.00 698.61 911.58 $104.84 280.00 267.00 540.00 18.52 Proceeds of Sale of Real Estate,June 13,1969 $26,700.00 Less Expenses of Sale: Advertising Newspaper Attorney Fee,Agreement and Closing Deed Transfer Stamps Marketing Fee Pro-ration of Taxes Inventoried @ 1,210.36 $25,489.64 26,700.00 1,210.36 INCOME RECEIPTS Rental of Re~l~Estate September-December,1966 @$15.00 a month January-December,1967 @$15.00 a month January-June,1968 @$15.00 a month DISBURSEMENTS Paul Pantagani,Grass Cutting Gertrude Snack,Advancements for supplies,paint,etc. Gertrude Snack,Labor Paid for Repairs $60.00 180.00 90.00 $10.00 197.52 75.00 $330.00 $282.52 J•I ~~~S%ftlEU 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 ) STATE OF PENNSYLVANIA (SS. Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS,the official legal periodical for said Washington County,publislhed weekly having its place of business at Washington,Washington County,Pennsylvania,and is act- ing as its agent in t'his behalf;that the said WASHINGTON COVNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or adver- tisement attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: October 31,1968..............................._--.--_- ....N.Qy.~m1?~.r....7.J4 t~.g.~.. Sworn to and su ~~~~~~~¥!.!~_-- .-l4th~day oL.No:v.emb.e.r.,196...8 . ......&~.(1 L-- otary Public KATHERJUE C,YARD,Nota ublle Wtl~l,ill!l,On,Washington Co.,Pa. ~:y Commission Expires November 1,1969 Estate Notices The Register of Wills has granted letters. .testamentary or of administration,in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those hav- ing claims or demands to present them for settlement to the Executors or Admin- istrators or their Attorneys. •• • • • • • • ••• • • • • • • SIMON,ANNA E.•a/k/a ANNA E.SIMANUK,Dec'd. Late of Nottingham Township,Wash-ington County,Penna. Executrix:Gertrude Snock,370 Tur- keyfoot Rd.,Venetia,Penna.Attorneys:Barna and Barna,Seventh &McKean Ave.,Donora,Pa,15033 '"' ltn tl1t cmrpl1anB'C110urt of lIaBl1ington <!tnunty In the matter of the Audit of Account in / Estate of ANNA E.S!MaN,a /k/a ANNA E.SIMANUK TO THE AUDITING JUDGE: No.,__861 of .19..2..2..-.A. A. Enter·o~u~r:..-appearance for_~G~e~r:...:t~r~u~d~e=---S=n~o:,.:,c,-!k~,--==E~x~e~c=u~t~r:...:1=·x~~o~f=---~t.!:..!h~e::.-_ Estate of Anna E.Simon,a/k/a Anna E.Simanuk :RN~~~1th day of ;;tember L 19--.6..2... 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. ... t::::') l!.J__-J L!... -"""' CT) x=c.::x: ~ ........<..Jc:::> CTJc.o.. (f)<0-to...:z -t :a:3:g<~ll_Z-°0 ....J a::1- ....J l.J.J 0 Wf-Z U)(/)::: U)--'-C!)(/)::::::>w« 0:::0:::;J:.. No.,861 of ,19-.6..L,A. A. In re Audit of Account in Estate of ANNAE.SIMON a/k/a ANNA E. SIMANUK AUDIT 'rarrtpr for Appruranrr l<"'OR Gertrude Snack,Executrix of the Estate ofAnnaE.Simon, a IklR_Anna-.E Si.manuk Attorney ·~.2 ,', .' THE DAILY REPUBLICAN MONONGAHELA,PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929 P.L.1784,Sec.3. paragraphs (3)and (25l. County of Washington }ss: State of Pennsylvania p Per~n~iWpeared before me,a Notary Public in and for said county and state,......~.~.~_.~s..~~,who,being duly sworn,deposes and says:thaL J?h~is the ~~~~~~P~~of The Monongahela Publishing Cp.,a Pennsylvania corpora- tion,and its agent in this behalf:that the said company isAthe publisher of The Daily Republican,published daily except Saturday and Sunday,ha~ng its place of business at Monongahela,Washington County,Pennsylvania;that the said Daily Republican was established in the year of 1846;that the printed notice or advertisement,attached hereto is a copy of a not-ice or advertisement,~xactly as printed or published,which appeared in the said newspaper in its regular issues on.the following dates: .............g.C?~~:t>.~;'??t..~g.~~~~~;r;..'n ~J,.l ~2~__ __ Estate of Anna E.Simon that the affiant or the corporation in behalf of which ~J:1~.......is acting is not inter- ested in the subject matter of said notice advertising andjfpat all of the <¥legations of. this affidavit as to the time,place an G racte of lieaU n are'true. !:J.Frv-v-v<.itK.a,1J'k.(t!t,-ct,-!.l.~~~~~4.¢i.;..~-.~..;:;;~~~:-. Sworn to and SUbscribe~defre me this It L...-day of _/""............_...'_1967".@d~.;-;;;~~:'P~.·N;~; My Commission Expires Feb.14,197t, Estate ofESLA..TrI.NO~ICEAnnE.........'a E.Simon.fl/k/aNott!ngha~mi-~':ns1:ipceas-3td,l!ite of .'County.Penna.•&Bhington Letters TestamentaboveestatehaVingav upon theItotheunders'g d .een grantedIgiventothIne,notice is hereby, make Imme~et indebted thereto toI those haVing c~E;payment.and tol present them fo;I~:tt:L::"m~e'fands tog~rtTurudke Snock,'k:Xecutrix IreyfootRoad Barna aneY~etla.PennsylvaniA I...arna,Attorney Ic::::r....it.,McKean Avenue.-"~~ania 15033 ' -.".,~~!968........._--~ J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA ORPHANS'COURT DIVISION deceased.The Executrix is Gertrude Snock and the attorneys are Barna and Barna.Mr.Paul Barna,Jr.? TIME: • • IN RE: ESTATE OF ANNA E.SIMON,a/k/a«z0(~ANNA E.SIMUNAK, >-IIIZffi Deceased.a. ioI-Cl Z ::tIII0(~BEFORE: ..:uii:~Q ~APPEARANCES:oQ :J.., :tl-I'-W iiiII: III~oII.III~THE COURT: II::JoU .J~uii:I&.o MR.BARNA: ) ).),.,. ) )No.861 of 1969 ) ) ) ). HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO, President Judge of the said Court . BA RNA &BARNA,ESQS.,of Donora,Penna., repres enting the Accountant. Thursday,September 11,1969,at 10:00 o'clock A.M.,EDST. Number 861 of 1969,the estate of Anna E.~imon, Your Honor,in this estate the only t,if heirs are the only two living children of the decedent.T~e Executrix was not to receive a commission,but she has a claim that we want the Cour to rule on.It's itemized for various labor that she and her husband did ,as far as taking care of the real es tate for sale. THE COURT:Did the will specify she was not to get a commissi n? ','2 MR.BARNA:Yes,Your Honor.Now I have also attached two letters,one from the son's wife,her brother,and from the brother • himself.Apparently,in 1944 the decedent made a will leaving everything to this me:;son,and then she later changed it and he's quite upset.This'letter was given to me Monday and it's addressed, it with these papers. by this Executrix for services? or whatever,but we want to be open with this and so we are filing to the Register of Wills.I don't know if it would constitute a claim Does he object to paying the claim that is now adva ced The nature of the letter is that he's been jipped, The nature of the letter is what? I do not know if he does or not,Your Honor. ~z~~>-IIIZZIIIII. ioI-o~THE COURT: III'<~ ..:uii:'Iii MR.BARNA: Q...~THE COURT:uQ::I~MR.'BARNA: l-I'" • in a way too.We just want to file it with the Court. MR.BARNA:No.If you read it,I think it's sort of slanderous that he was promised the whole farm and that something was pulled,iii1I:IIIl-ll:0II.III1I: l-ll: ::I 0 -.u... ":!:uiL•... 0 e on him. THE COURT: this Executrix? But he doesn't specifically mention the claim of THE COURT:Yes,I understand.But what I'm trying to detern'J'ne now is whether or not we should procee~with a hearing with respect to this Executrix's claim since she has a claim against the estate, if there is anyone,that is any of the heirs who a re denying that claim thpn mp Qhnlllrl,lJ'O into::l hearinp'. MR.BARNA: THE COURT: He has not denied the claim in his letter. I'll review the letter and if I determine that there i~ 3 any intimation there that the amount should not be paid,we will fix a date for a hearing. out that it was during this week,beginning Monday at 1:30 . would be today at 10:00 o'clock. MR.BARNA: <z<>...J>-III Z Z~THE COURT: I specifically told his wife ~n Monday that the audit Our notice stated when we sent it You are referring to this heir's wife? that he lost too much money and he's not going to take a day off work io~MR.z :rIII<:I: BARNA:Yes.And she advised me that her husband claims t-=u and lose more money to come up here.ii:I-III~THE COU RT :We will review that matter before we decide.Is ~.- ug there anyone else in Court interested in this decedent 's estate?.., :I:..~MR.BARNA:Oh,Your Honor,one other thing in here,the first iii0:III~olLIII0: I-0: :;)oU ..J<UiL...o paragraph of t4~will mademehtion that the son was to pay part of the funeral expens es out of the insurance policy,that he was the,. beneficiary,and the'ExecutPix is satisfied with that;and she also ga e, she's allowing a claim that he did not formally make,but her mother told her that the mother owed the son $1200.00.So we have included that in our Petition.And he has not made a claim,I don't think.in his letter for a larger amount.But she is willing fo go along with that. THE COURT:Very well.We understand.Is there anyone else in Court interested in this decedent's estate? (NO RESPONS E ) 4 THE COURT:.The audit of this ac'count is marked dos ed by the Court. • (A UDIT CLOSED) I hereby certify that the prococdingo and ovidence ero coated d Tho forego1ns recf;?rd of the proeeedlngo upon the benr1nB of th ~tully al'l1.1 accurotelyln t'he note,s talt(~n by 11)0 on tho hearine ot the abovezriCc.UBe~and tbet tbio copy 10 a correct .transcript of the oame. tiit,.j--UlQ oJ«Ug.., ~ iiiIt~~lit .. ~nbove cause Is hereby approved and directed to ~~riled. ~,"r 8 .\·"~t~c6uft·...t -.¥.'I '«~'.\'.! • • ,, "I J In t4t Cltour!af aramman tUtUS af lJus4ingfnn arounty. '~nnllylnuniu.(1)rp4uns'araurt Binisinn ESTATE OF NO'--6186~1I:-eOtrf'---±'19~6~9+------- Anna E.Simon a/k/a Anna E.Sjmennk, In the matter of the First and Final Account of Gertrude Snock deceased.Executrix ADJUDICATION AND DECREE And now October ;5&,196.9-,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determin'ed to be $23.151 is.and the account is accordingly confirmed;and it is ordered, adjudged ana'decre: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./ SCHEDULE OF DISTRIBUTION IBalanceperaccount_$22,916..18 270.00 $23,186.18 34.63 $23,151.55 Additional debit asked at audit Additional credit asked at audit I Balanct:..e ! Deduct Clerk's Costs &ReceiPts 1 40.50 $23,111.05AfitorneyBarna&Barna ./I '2-.---./r,--v fiJRA-l/'-V#p :~""t::> 11200.00 ~9h~ $21,911.05 ~u~ Raymond Simon,claimant,claim as admitted, Gertrude Snock,reimbursement for hospital bill advanced,I 312.11 $21,598.94JohnSnock,and Gertrude Snock,claim for labor,426 •00 $21,172.94RussellMarino,Agent,transfer inheritance tax,~.p~/;-~, $399.28 Interest from 12-24-67 to 11-12-69 i 4!+4.40 ~;u";"¥y~'ft' 1;5.12 l $20,728.54~ Raymond D.Simon,son,1/2 residue,10364.27 Gertrude Snock,daughter,1/2 residue,~ ,No balance I J1 0 » ~-::J ~IE r rR (,..,. ~ ('):r ~c:CD i ~3 S-o ~_t - S .., 0 t ......... Er ..,.:r =: CD III ~~ 'fo.•,'-.S S'~~~l ~ ~"'"~.~en·~~c;;:I;tfJ~r"'""·w : ~~-:ri-iIii.rn ~n :...r..>..'I"'"~::q r=Q'§p~. ":- '::rt ~:;;--~tl n ..,..d ,..=:r; !§!t,,;~ ..F ;;;~:'iii 1'=;l.,,,,~.@,ift ,...., - - J IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:) ) ESTATE OF ANNA E.SIMON,a/k/a ) ANNA E.SIMANUK ,) ) Deceased.) PAY TRANSCRIPT NO.861 OF 1969 WE,the undersigned,do hereby acknowledge to have received from Gertrude Snack,Executrix of the Estate of Anna E. Simon,a/k/a Anna E.Simanuk,deceased,the sums set opposite our respective names,being payment made under an Adjudication and Decree dated October 30,1969. Russell Marino,Clerk's costs and receipts Raymond Simon,Claimant Gertrude Snack,reirnbursern.ent for hospital bill advanced John Snack and Gertrude Snack, claim for labor Russell Marino,Agent,transfer Inheritance Tax Raymond D.Simon,Son,1/2 residue Gertrude Snack,Daughter, 1/2 residue r $40.50 ~r.:-lhtbeu~ "1,200.00'--t~~~~4~~~ 312 .11 ./q;;&_~eU__",LffC)C 426.ooj}~.Jazre..L 444.40--f.C2a rt?tf/..f?%7p'l4:kvd tT<~"'tK/ t· 10,364.27 ~.... /' .~, Qj ~Qj ...._:-. ~A .. P 0' Z Z 0 0'0 ~-.D ~~,' I \ 0'H H .}- r-I P:i (/)tf) 0 lH •• 0 \il \il Ci1 " E:-!., r-I"<~< -.D E-t Z Z co rI.1 ~Z ,• ,.\il .<" " 'I " ,'"1.--.l ,~.:""~ ':J=""r--0:::;:;:;,--i ~it -J .-~? '''0 "".....- !"wI ~ ..•.r.- r l •.j Form RCC-33 RESIDENT DECEDENT .. COMMON ALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF WASHINGTON j IMPORTANT:This return must be completed in detail and filed in duplicate,with will attached,with the' Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of _J~h~InlJ.erit~nce_an9-.E~tate~axA,ct of 1991.) ANNAK,:NS~~~~~i~~_}:::u:V~:OF . Late of Wa.shingt.Q1;J County 3BMJNl~U:~ :,::r-~:::~:~:::~~:::--::-:l" ...................G:E.;R.lli.QP.~$,N.Q.G.K . of the estate of the above-named decedent being duly sworn.depose S and sayS Exeeutor Decedent.died Se.p.t.ember.:2.4 ,19.6.6 r testate leaving a last will.copy of which is hereto attached.} (Month)(flaY)'(Year)L~~ otherN::et:::i:::r:::r::e:\tao;;::~:}B9r pq 9.pdB9.XP9.. whom all correspondence should be 7th & .McKean Avenue.,Dono.ra.,Pa..15033 . mailed. That as such ~e.~.9..Y.:~.!'J.?S deponent is familiar with the affairs of said estate and the property con- (Io:xeclltor-Administrator). stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name.or jointly with,or as agent or deputy of another.or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:- NAME AND ADDRESS OF BANK OR oTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT None That the contents of said safe deposit box or boxe~are itemized under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached l1ereto and made part hereof sets forth full v and in"detail all the real property in the Commonweal th 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 m~rket 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 compan~es,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 eVi,,dence of in- debtedness of the United States to the decedent;all obligations,-whether by statute or agreement they are designated as tax free,of the United States,or any state,or political subdivision thereof,or of any foreign country,whi~h are owned.at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works 'of ar~,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left bydecedent,together with the fairly estimated market value thereof;all bonds and mortgal':es held by decedent and of ali 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 policles 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 d~ath. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share .received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the sched~ie a'copy of the deed,trust agreement or other instrument creating the trust.Ther'~is also set forth in said schedule a list of all property,real and personal,with its value,which pa~ses at decedent's death by virtue of the exercise by decedent,either individually,or Jointly with another,or any power of appoint- ment vested in decedent,either individually 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 decedBnt'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- r'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 instrt~ents 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 accru~d charge,able for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is,agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein" have been carried forward and properly registered in the Summary. ..,"~~". (Executor-Administrator) ..".~.7..Q.",,+.~;r.:k.~y.J.9..9..t.RQ.g.g ' (Street Number) .,.v~:n~.1;j.,.g.",;r..~:nP..s.-Yl.,v.g.P..i..g ",",,. (City or Town and State) S EPHf.'I ;to!:.'.:.~..t;.,-'o'·ijkIU Donora.\"ashi~rt~n C'~':llr,~a. M)c"ml1l'"iO/l Expire,· JaiL,29,1973 Subscribed and sworn to before me this . /)r1..,.........j..../.........=...'.'...".".,.day of ,.",..,......'J.~~,..",.,.......,......19..9.2...... NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating'to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (1-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT "SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of deee- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property hr-Id by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo[1wealth of Pennsylvania should be described by lot and block number,street and street number,tagether wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a. cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,acciued Interest on mortgages,etc.,are to be listed on Schedule "Fit and must not be deducted from this schedule. (1)(2)(3\/ DEPARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write DEATH In this space) (1)All those two certain parcels of land being situate in Nottingham Township, Washington County,Pennsylvania, containing 10 acres 117 perches,upon which is contructed a 1 1/2-story frame house,and a 1.63 acre tract upon which is constructed a 1 1/2-story ffame hOUSI which are more particularly described il deeds recorded in Deed Book Volume 736, page 53,and Deed Book Volume 616, page 200,respectively. i:'~R;/~A~ If A')7 ~.(,-If-~7- Qf5~~ 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. L -- RCC-35 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "n" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individua1ly 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 anyundis tributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKET VALUE (Do not write in this space) 1 Furniture,miscellaneous 577 .2~1~'::1 2 Prudential Insurance hospitalization clai :/n 175.~tJ Insert this total opposite "Personal Property",Schedule "B"in X X 752.25 the "As Reported"column on the last page of this return. RCC-36 ""('O\f'lIO\,'li':·\LTH OF PENNSYLVANIA T1U\,SFER INHERITANCE TAX rrESIDE~T DECEDENT SCHEDULE "c" TIUNSFEIlS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)no (2)Did decedent,within two years of death,transfer property from himself to-'-hUiLm-s-el-f and another or others (including a spouse)in joint ownership?(Answer yes or no)no (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)DO (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)no (b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor 'under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)no (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)nO (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others --:_ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)DO (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 None DESCRIPTION MARKET VALUE (Estimated) 0.00 DEPT.VALUATION (Dept.Only) [nsp.rt this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ·, ]i.e C.-38 CCMMONWE~LIH or PENNSYLVANIA Tni\N~I'EH INHERITANCE TAX RF.SIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRrCTIOlliS:This schedule must disclose all property,real and personal,owned by the decedent jointly wi th 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-awners to the decedent. Description of Property,Date of Acquisition,Name I Address and Relationship of Co-Owners,and Place I of Record of Instrument,where_Rea!~state.I None unit Value percentage Share Estate Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest Insert this total opposite "Jointly Owned Property",Schedule"E" in the "As Reported"column on the last page of this return. ·(.,. RCC-,37.(12-63) ~'n1:\l:\ll):,\\\·L\1.TlI OF l'E:'\:'\SYYL\NIA TRANSFER I:'\lIERITA!\CE TAX RESIDENT DECEDE:'\T SCHEDULE "0" BENEFICIARIES \ h - BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesan,d addresses of all who illegitimate children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Ravmond D.Simon Son Yes Over 21 Box 505 .- Fin1evvil1e.Pa. Gertrude Snock DauQ:hter Yes Over 21 370 Turkeyfoot Road Venetia,Pa. - - Deponent further says that all the above-named beneficiaries are liVing at this time except below: NAME DATE OF DEATH RESIDENCE -----"',~ OF THE ESTATE OF ~IATTER OF THE APPRAISE}"fENT (Executor-Administrator must complete "As Reported"column #1.). ~'i:l =:0 ""('0 ('0p,>""p,>::l ~-~::l 'i:l ('0 p,>"".........0 '"'0'i:l ('0""....g ~ ~~ CJ""o'"'"~p,>;><p,> cr";:r trl'".....p,>.....('0 Year N THE t No.Will Administration ANNA E.SIMON,a/k/a ,ANNAE:.SlMANUI< Deceased Late ofNottJI1ghc3nl'rOwp~hip 1'. County of Was.hingtqn, -.,-o :0-:-'_ 0:;;;::;:1 ~.:r-~:: ""0 r-0 -r:1>(J)c;:n,:~ enc::::s:::s:::>=:0 V'J V'J V'J ><: (')(')()?"0"'?" "C"5 ~~•'-"'-"'-" -00 -00 -fn -00 -00 - 'N t-.:l-;::.....0\",,.:.....':...J =:0,+'- ,Ln :Ln a ('0:::: ,N o 'N a 'g-:.:.:..::;. ,N';ON a () Ln OLn 02 ~J....~ Commonwealth of Pennsvlvania ........-,.-,--es"J ~'•.c:;::0 t.O>m::t:J (j')<0 c:C-.~._ -."-(JJ ,.=...REP:OR~AND APPRAISAL --:::;.;rq ,,",-»j;.ilC),',r- ---{;";I'"vJ ~~0---~ "'"-~, ~. ~. ~, "' ~' ~' ~---~-;:,N; '~o ~~'(,,"(;,Iv :'1 ()""-:~,~~.'~a gL:::l'~2 0..' ESTATE OF AJ:>ThlA E I SIMON a /k /aIV• 1f).-"3 ()-(t;.......(. Township,Pa. STATEMENT OF DEBTS AND DEDUCTIO~S,'\ OFFICE OF TME REGISTER OF WILLS AND AGENT OF THE COMMONWEALTH OF __-",W::::.A=-=S::.:Hc:.:I::"N",-G....T.=.O=N,-COUNTV Form RC ColO DATE OF FILING APPRAISEMENT DATS OF DEATH _--::S~e::;,.lpl;..t=-e:.;m~b=e=r--=2:..:4:..;,L....-:1::.:9::..;6::.;6:::.....__ STEPHANA HONACK,Notary Publio Donora.Washi~gton County Plio My Commission EXPlrM Jan.29,1973 COUNTY OF _.....W=A""'S....H~I""'N"-'-G....T=O.:.:N'---}••, I,--------....GNE:..I:Bfo..'IBu;\,.Iu.IDuE.c.......::lS..uNLLOLLCJjJ('"'---HEREBY CERTIFY,THAT.TO THE BEeT OF MY KNOWLEDGE AND BELIEF.THE FOREGOING ISA JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OF Anna E.Simon DECEAOED.AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES.~A j /J-/:'/~_.~~~(L.S.)__~';"/__DAV 01" DATE NO,OF NAMIi OF PAVEE REMARKS AMOUNTVOUCH,"" " Edward R.Garrv Funeral ,1)1)0 00 I~unera1 Ser";tge ?14BernardSnock.'-,......Travel xoenses 'n;;~~TA .·?O Re~ister of Wills Letters of Administration 23 00 Washington County Reports Advertising Letters 14 00 Daily Mail Advertising Letters 12 50 Russell Marino Filing Inventory 3 00 Russell Marino Filing Account 16 00 I Robert Van Voorhis Fire &Liability Insurance 52 00 Barna and Barna Attorney Fees 1.372 00 Notary Public Fees 4 50 Gertrude Snock Travel Expense 265 00 Commonwealth of Penna.Additional Death Certificatl 1 00 011;npt ~,ts Gravemarker ,I)00 ~I .~no('k Funeral Refreshments 25 00 Gertrude Snock Postage,Telegrams,etc.23 00 -Memorial Hospital Final Hospital Bill 15 40 Dr.John Vesely Final Physician's Bill 300 00 Fin1evvi11e nruQ"Store Final Rill.,1 nO West Penn Power Comnany Electric Rill 103 21 Eauitab1e Gas Company Gas Bill 36q Rn Re11 Te1enhone Comnanv Final Te1enhone Bill I)£14 - Washington County Real Esta e Taxes 116 51 Ringgold School District Re 1 Estate Taxes 76 02 Expense of sale of real est ate: Advertisi¥~news~aEer ~·4 ~ga aaAttornevea~:e ment c1osin~Deep tranS1:er stamps ~Zb ggMarketingFee COMMONWEALTH orlf.~N~§.ft..Vi~IAoI T xes 1.0 :JL. ~""'-------------- ,- ,;. ~.."..I '. '"i.: . I !I II "; --r-··-....."..-~I ,i, ,( ',j .,, ".J.~(~):I J " I J , I , J ;'\ , , f , ,:.J.... ." i· .'; '..,;~ .f I I j' .",.'. "~: J j )'; :) RCC-B\(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT GERTRUDE ffiOCK (Executor ~. IN YOUR REPLY PLEAOE REP'IER TO 36-236-3 J In Re:Estate 0 f ...,Ao.uNNwu:lIoA_E,I;l.&.~S...IMIWIiQIotlN'lL.__ _____........LIW.oD.A~SHu..lIa.l.N~Gi.oIoTO~Nu_County -File No.9331-142 Dear Mrs.Snock: You are hereby notified that the original appraisement in the estate of Anna E.Simon has been filed in the office of the Register of Wills qf Washington County on August 18 ,19-29.Said appraisement reflects the following valuations: Real Estate 2.;..7~,OO_O_._OO _ Personal Property ~7~5~2~.~2~5__ Transfers -.,.,....-................,...,..__ Total -....:2:::..7~,~7..::..5-=2.:..:.2=.:5:.--- As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e -.JiA~u!:Gg.::=u~st~I!!:l:8t.,1,c.....=.19.L6~9'____Signed/.&'.,<2~<Q.,~ Title WI.CHANEY.CHIEF APPRAMISER DATE OF DEATH:September 24,1966 Note:This is not a bill. RCC-39 (&-66) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of SIMON (Last Name) ANNA (First Name) E. (Initial) DATE OF DEATH 9-24-66 FILE NO.9331-142 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". 08-18-69 09-24-66 Dated:----'~--==-'~~------ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE VALUE AS REAPPRAISED $-------+-- Valuation of life estates or .(*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. COMPUTATION OF TAX $-----_--.1._- $----------+-- $----------+-- $----------+-- $----------+-- $---------4-- 2% FOR USE OF REGISTER ONLY Tax on $-+_--'. Tax on $-+__0 Tax on $---------+--5%Tax on $-+__10% Tax on $15% ~~pti~s * Total Estate -l-__ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::t~== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $-----~ AMOUNT OF ESTATE TAX ASSESSED $--------lL- Estate tax paid $---ll- BALANCE DUE $---_~,___ Add interest at rate of 6%from t= -------tto-----$-------.<. TOTAL TAX BALANCE $--------I PAID $.....J FOR USE OF REGISTER ONLY ADjUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. r Will ~ Administration ~No.._..... IN THE Year . -- MATTER OF THE APPRAISEMENT OF THE ESTATE OF NmA~.srMON Deceased " Late of . County of NOT.TINGHAM ..'l'Wf.>.'!................. ..WASB:r:NG.'I'ON...._. -\\ Commonwealth of Pennsylvania REPORT AND APPRAISAL t DE~ARTMENT OF REVENUE BUR'EAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.1712 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Augu.st 18.."l9.69 . COUNTY w.~.~.h!.~~.Q.I.l.. FILE NO ???.!:~.~. Whereas,Aoo.~~."$.;imQ.n late of NQJ~t-.~.~~.~. in the County of W~!?l:,1.~g:~9.rr Commonwealth of Pennsylvania,having died on the ~t.b.day of s.~p.t~.mQ~.r.199.9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,:w..R Chaney.,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Valuas Made for Inheritance Tax Purpoles $ REALTY: All tmse two certain parcels of land being situaf:,e, in Nottine:ham Townshio.Washinrlon County.Pennsylvania. containing 10 acres 117 perches,upon which is constructed a 1 1/2 story frame house,and 1.63 acre tract upon which are more n.ll'rt.icnl;:l.'rlv described in deed recorded in Deed Book Vol.736.page 53.and Deed Book Vol.616, 'M.ge 200 27.000 00 PERSONALTY: Furniture.miscellaneous 577.25 I Prudential Insurance hosoitalization claim.175.00 752.25 752 25 I Ii 1 Total 27.752 25 I I I ( .....................WASHING.TON................................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ANNA E.ill MON.............................-. Deceased. Late of NOTI'INGHAM TVJP •........................................ Date of Death,§~~.~mP..~.r.?4L.;l,,99.9.. Appraisement Docket Vol.,.3..9.. Page,23.6~3 No..933l~14.2 . Filed in Register's Office,Augu.s.t 1819..69 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement,. Appeal f,.om Appraisement,. Entered and charged,. ,. ~. l~ ,