HomeMy WebLinkAboutOC1969-0883 - ESTATE OF ZELTPETITION'SUR AUDIT
IN THE ORPHANS'COURT jOF WASHINGTON COUNTY
Testate Form /
.MARTHA B.ZELT,DeceasedEstateof,'""'..
Deceased
1969 -883No .
Fiduciary W?;.~y...g.~~~~.~.~.
Executor
Date of,.July 23,1969 Date of July 30,1969DecedentsdeathGrantofLetters .
This is the fJ~.~~?~.~..¥.~P:?1.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 or Against will.(cross out one)
Date Election
Filed
Place of;
Record .
N f . .noneame0surVIvingspouse .
List issue,where material:
.'"
Did decedent marry after execution of will?(indicate)...No.Any children born after execution of will?(indicate).
Jbjex No.If answer yes,name them .
Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
Alberta S.Ze1t
Wray G.Ze1t,III
Martha Adams Zelt
Wray G.Zelt,Jr.
Daughter-in-law
Grandson
Granddaughter
Son
1.60 carat diamond ring
Diamond and pearl pin
Sterling silver flatware
Sterling silver flatware
hand-painted china
diamond ring
Residual
List,if exceptions to above:
If partial intestacy,give facts:
none
Adeemed: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.No.
If any exception give cause:.
File copy of Notice
and date of mailing ,.
Now,\,,'~'I~.Is estate subject to the filing~of a Federal Estate Tax Return?'..'~:.
Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~.!.~~.Q.:.?~.
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
Not applicable
........................................__-'_ ___.
Give Names and addresses of all unpaid creditors who are legally entitled to notice,tog-ether with the amounts
of such claims;state whether they ore admitted to be correct;and whether the claim is denied.
None
Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
None
Balance for distribution per account,
Itemize any additional debits not shown by account:
Total additional debits (Add)
Itemize any additional credits not shown by account:
$..~~.~.~.?~.:.!.~.
$.....none............-..
;,:,i.
Total additional credits (Subtract)
Balance for distribution
none$.
$31,474.18..........................................................._..
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
600 shares Kennecott Copper,in kind
...
"'
,
If Family Exemption claimed by Petition,give place of Record:..~~_~~. .__. . . . _
If Family Exemption is claimed at audit,give name,relationship and basis for Claim:__._._P:~P:~.... _
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:
Wray G.Ze1t,Jr.-Residual in full
COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
The above named Fiduciary or representative thereof,
being duly .._~~~~P.___..__.._...__doth depose and say
that the facts set forth in the foregoing petition are true
to the best oL .__.__..~~_~..__.__.knowledge and belief.
----.?W~_E~..._.to and subscribed before
me th;s_Jtf~_day a~;~s-e;:t:~7e-::--------:-19!Q----
Signature of.Officer ~J!).--!I/i!i!{/
.-..JUDITH W.DEER
Ti!le of Office-r-·-·~·-·-Nl1tlfry-f'utJtit;·Wastrmglorr,-WashingtOll·etr.---·····
. . _My Commission Expires January 28.1974Officeexplres,___.
$31,474.18
And your petitioner will ever pray,etc.
..
Fiduciary.....WE~X..~.~e 1 t,jr....__.-------_-_-------_-..
Estate of.Martha n.Ze1t.....--_..-_--_••_--_-..o._____..
........- --_--_..-__-..--.
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1969-883 ,I..1"\
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'-'I"'J 'J.'•••
Deceased•t,t.:"~.'"'1 f
No.
;
,I
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 af 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.
·ltd "00 NOIONIHSVA\
STIJ/i\.:10 tr:1JS!D3U
ONnr\dl T1JSSntl
LSI Wd E2 1JO OL
I ./'1 ~J .'"j l'It,~:''1 I I j
Wray G.Ze1t,Jr.
Attorney
~2
j
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
deceased.The Executor is Wray G.Zelt,Jr.,and the attorney is
this matter.I am the sole legatee and the Inheritance Tax has been
Wray G.Zelt.Mr.Zelt?
IN RE:)
)
)
)No.883 of 1969
)
)
)
)
Number 883 of 1969,the estate of Martha B.Zel,
If the Court please,there are no complications ir
HEARING ON AUDIT
W~.AY G.ZELT,ESQ,.,of Washington,Pa.,
repres enting the Accountant.
Tuesday,September 1'5,1970,at 10:00 o'clock
A.M.,EDST.
THE HONORABLE P.VINCENT MARINO,Judge.
of the said Court.
MR.ZELT:
ESTATE OF
MARTHA B.ZELT,
ti~APPEARANCES:
UIC
~UC
:;TIME:
~01
uiII:ETHE COURT:
oII.bIII:
~:;)
8
.J0(Uii:II.o
~Deceased.
~.J>-UIZZbIII.
i~~BEFORE:iUI~
.1
.,
,
1
paid.The papers are in order.
THE COURT:So that you as the sole legatee are satisfied with
everything?
MR.ZELT:Yes.
THE COURT:That ought to close the matter.Is there anyone
2
The audit of this account is ordered closed by the
(NO RESPONSE)
Court.
THE COURT:
-__I'~-J~----------'--:---II-
else in Court interested in this decedent's estate?
(AUDIT CLOSED)
~z~.I~I hCl.'Oby certify tbnt tho prceocdineo ad cviuenco oro coutnincdzz
11/~fUlly nnti accuratoly 1n thu D:)t~tOlJcn by 010 on t1!ii.I borlu.j of the abovoz~~COt!se..and tbnt Chb CO!}1yt/J acowcct b'onocrlpt of tho (Jemo.zV!~.,..=uitl-V!
-~Q-...0(
§
1:1::J.,
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--------------
In t4t <trnmt nf <trnmmnn JUrus nf lfu54ingmn <trnunty.
'ruu5yluuniu.®rpl1un5'<trnurt 13iui5inn
/
ESTATE OF
MQrtba B.ZeIt
deceased.
No.--"6...,,3J=-:.u6'-+9=-8~8""':3~-----
In the matter of the Firs t a nd Fins1
Account of Wray G Zel t,,Ir.
Executor
ADJUDICATION AND DECREE
And now October "'2--'2--,19.-19-,this matter came on for hearing,
audit and distribution at this session and testimony taken;and thereupon,upon due consideration
thereof the ~.Q4a11f for distribution in Ithe hands of the Accountant is determined to be
$31 , ( •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.
SCHEDULE OF DISTRIBUTION
Balance per account _
Balance _
Deduct Clerk's Costs &Receipts 1
Attorney·W-=r:....;a;...<yL.-..G~,_Z,;.;;;,e..;;,.l;;;;.t..;..z.•...-,;.J.:;.r..:,.1
42.50
$31,431.68
Wray G.ZeIt,Jr"residue,including cash and
600 shares Kennecott Copper stock,held in kind
and distributed as sueh at the appraised value,31431 68
No balance
0 ~:J Z....ptiY~['n ~
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Form RCC-33
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF ...~......••........•...•.......
IMPORTANT:This return must be completed in detail and filed in duplicate,with will ached,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
.__th~Inl1er1tancean!lEstate J'ax 1\ct of 19!J1.)
....::~:~;;~:;~~~~:OF }=:
Late of Washington County::,:.~P::::::::~:::::.:....:}'"
.................................W;t;:.ay G•......Ze..l.t..,J.r..a .
of the estate of the above-named decedent being duly sworn,deposeS and sayS
Executor
Decedent'died ......July...23 ...
(Month)
Name and address of attorney or}
other authorized representative to
whom all correspondence should be
mailed.
...........,19.6.9 ,r testate leaving a last will,copy of which i.hereto attached.}
(lIay)(Year)LR1JGKSH:
WrayG.Zelt,Esq..
23E.Beau Street,..WashingtQn,Pe.r:rnsylvania
That as such Executo.r.deponent is familiar with the affairs of said estate and the property con-
(Ex"cutor-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 RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX HOLDERS TO DECEDENT
Washington Office,Washington Fa.
That the contents of said safe deposit box or boxes are itemized under Schedules _.B~_of this
return,with the exception of the following,for the reasons hereinafter set forth:
That Schedule 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,do~'to the last
interest day prior to decedent's death in the case of saVings banks,and to the date of .~~c.~dent's death
in all other cases;'all bonds,postal savings,treasury certificates or notes and other .~vJd.ence·of in-
debtedness of the United States to the decedent;all obligations,whether by statu~'Jf ag~eeme~t they-,"'"are designated as tax free,of the United States,or any state,or political sUbdivisfQn ttiereof;or of
any foreign country,which are owned at the time of death;all wearing apparel,jewe(ryj::~ii~erwar;;pic-
tures,books,works of art,household furniture,horses,carriages,automobiles,boa!s(~a~a·any a~d ~ll
other personal chattels of whatsoever kind or nature,left bydecedent,together with tii"e/flllr.1y estimated~'I'.::.~~market value thereof;all bonds and mortgaltes held by decedent and of all claims due and'iow,ing ,~.eGedent
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,wi th 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 f~mily 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 ousiness 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 Ii 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 schedu;I.e ,a.GOllY
of the deed,trust agreement or other instrument creating the trust.Thert~is also set forth in said
schedule a list of all property,real and personal,with its value,which passe's 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 ~ill,deed,or other instrument of another,
with a copy of the in~trument cre~ting 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 .de~th,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 pepsbnalty,plus the~name,.address ll:ndi'el1itiqnsh.ip"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 chargeable 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.
""as directed therein,·That the totals of the appropriate columns in Schedules "A","B",
have been carried forward and properly registered in the Summary.
Subscribed and sworn to before me this ...l..l...~.
....._........-::;Ofd:..":r'~.19.69
...............~g-L~;::..2~~.
.......ALlCE:L.MILLER
-NotarY1>ublic,"Wa;hington,Washington Co.
My Comf!\is~ion Expires March 20.1972),~NOTE:Bel'o're.'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"
-iEAL PROPERTY
Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece-
dent.Where property held as joint tenarit or tenancy by entireties,report on Schedule "E".Property held by
thede.cedent as tenant in common with another or others,should be identified as to quantum of interest and
the estimated value should be that of the decedent's interest only.
The real property located In the Commo!,wealth of Pennsylvania should be (1)(2)(3)/described by lot and block number,street and street number,together wi th DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATIONconveyancebywhlchthedecedenttooktitle;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encum~rances upon each parcel at death DECEDENT'S MARKET VALUE (Do not writeofdecedent.Taxes,assessments,accrued Interest on mortgages,etc.,are DEATH In this space)to be listed on Schedule "F"and must not be deducted from this schedule.
NONE
,
I
Insert this total opposite IIrea l property",Schedule "A"in the X X X X X
liAs Reported"column on the last page of this return.
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 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 any undistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fully VALUE MARKEr VALUE (Do not write in
this space)
1 Checking Account--Me11on National Bank ~,and Trust Co.948.98
2 401 Shares of Warner Lambert Pharmaceutical Co.23,859.50 ~(.
3 600 Shares of Kennecot Copper 24,825.00 d<
4 1050 Shares of Leonard Oil Development Co.NO VALUE
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x X 49,633.48
Rcc-36
CmmON1l'EALTH OF PENNSYLVANIA
TR\NSFER INHERITANCE TAX
;
~SSIDENT 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)~O
(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)--J~I.UoO!...-__
(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)~O
(a)Was there any possibility that the property transferred might return to transferer or his
estate or be subject to his power of disposition?(Answer yes or no)_
(b)What was the transferee's age at time of decedent's death?-----(5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration
therefor under which transferor expressly or impliedly reserves for his life or any period which does
not in fact end before his death:No
(a)The possession or enjoyment of or the right to income from the property transferred?
(Answer yes or no)_
(b)The right to designate the persons who shall possess or enjoy the property transferred or
income therefrom?(Answer yes or 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)_....~..,O",--__
(8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change,
because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)~O
(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
NONE
MARKET VALUE
(Estimated)DEPT.VALUATION
(Dept.Only)
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.
CC\M\It)'\''\IF\LTH OF PENNSYLVANIA
f'::\\"~:vn rXHFH.l'l't\NCE TAX
llF~lnEXT nECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
I\STRtTTIO~S: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 vesti ture,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-o-wners to
the decedent.
DescriPtion of P~operty,Date of Acquisition,N~me!
Address and Relationship of Co-Owners,and Place 1
of Record of Instrument,where Real Estate.:
NONE
unit.rperce-nt~gJ----Estate I
Value Share Valuation IJ._
DEPARTIlENT 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.
I!I
L~J
RCC-37 (12-63)
COMMONWEALTH OF PENNSYYLANIA •
TRANSFER INHERITANCE TAX
RESI~ENT DECEDENT
SCHEDULE "D"
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
(State full names and addresses of all who
have an interest,vested,contingent or other
wise,in estate)
A1hert.::I ~7.el t
Wr::lv r.7.el t.TTT
23 E.Beau St..Wash ..Pa.
RELATIONSHIP
(If step-children or
illegitimate children
are involved,set
forth this fact.)
Dau2:hter-;n~'f~t.7
SURVIVED
DECEDENT
STATE YES
OR NO
Ve~
DATE
OF
BIRTH
INTEREST OF
BENEFICIARY
IN ESTATE
F e nl1e~t.Wi 11
~.
dated Anri1 1 1952
Martha Adams Zelt (~randdaughter
P.O.Box 477.Rosemont.Pa
Yes Beauest under Will
dated April 1.1952
_W.!.!..=..ra~LJ.-v~G..!.._·~Z=e.=l~t..:l--.~J~r..!..+-_~S=o~n'--___+_-....'!oy,=e..!:!s-+_----_+_....,R~e-"'s....'!oi~d""'tL1::I~L.uI=....l.-under Will
23 E.Beau St..Wash..Pa.
'.'
Deponent further says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
(Executor-Administrator
must complete "As
Reported"column #1.)
~"'tl ~"1 (b (bIl>"1 Il>::l VI ......
VI 0......::l "'tl(b Il>"1"1 ......0
VI '0"'tl (b"1 "1.g ~
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~"XIl>0'"~
~VIn-Il>ct
Year
P.I<THE
t No.
Will
Administration
MA.itTM a.~..ZE.L'l'
Deceased
Late ofBQ:t:PughQf.E.astWashington.
County of Washington
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
enc:::~~>~WC/)C/)><
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c)03 >:::::::
-&)-&)*-&)-&)-&);p.'. .~
"-0 ~.;.
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o ~0 ~g ~g .§~:......0...-"1
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~
-&)-&)*-&)-(Po -&)WRAYG.ZELT,ESQ.
23 E.Beau Street
Washington,Pennsylvania
:~.
~:
~.
.~:'
~~
~\.~
~
.~.~
~
>'J:
t:l8-~.,~
~.::l('::c...~
•
•THE SUM OF $ud:~..t..£.?I.1
V-DATF.~OVED t:.0.?z
~~..a II Lu~
j
"
DEDUCTIONS ALLOWED IN
\Register of Wills.Ag.~1
STATEMEN"(..OF DEBTS
AND DEDUCTIONS
..
OFFICE OF TME
REGISTER OF WILLS
Form RC C·10
OF Washington COUNTY
,~]N~O~L;~~;~f;;
L.ATE OF Borough of E.Washington,Wash.Co.,PaESTATEOFMARTHAB.ZEI.T
DATE OF FILING APPRAISEMENT _....::9;....·_--L.~_""'C:...7'--DATIl OF DEATH .1111 Y 23,1969
DATE NO.OF
VOUCH&;"NAME OF PAYEE REMARKS AMOUNT
Piatt Funeral Home Funeral Expenses 1.115 10
Rev.R.E.Dozer
R11!:::u::~ll M.q,..ino Reo-i st:er
C\.Jl.lL Renorts
Ministerial Services
One Short Certificate and
n._1.te of Will
AdvertisinQ:'Letters
50 00
22 !c;O
1ls.no
Observer Publishing Co.Advertising Letters 14 bo
W~rrick Four Seasons
Simon White's Sons
Flowers
Gravemarker
26 lsO
125 PO
Russell Marino ReQ:ister Filing Inventorv 3 bo
Mellon National Bank and Judgment Note 10.000 00
Trust Co.(Pgh.Office)
Wr~v ~Zelt .Tr
M.oneys loaned :tor ma~ntenan(eandcareofdeeedentc}484 12.2
Russell Marino.Register Filing Debts &Deductions 3 00
---;---t---+----------------+----------------+----r--
20.857 32
.......-
-AlICE,~MILLER
N9t&ry PUblic.W~~hi".gton.WashIngton CI),
My Ciil'l'Hfllssjon Expires March 20.1972
COMMONWEALTH OF PENNSYL.VANIA }
h ·so·/ICOUNTYOFWaslngton.
I,WRAV G ZELT JR.I HErJir.BY CERTIFY,THAT.TO THE BEaT OF
MY KNOWLEDGE AND BELIEF,THE FOREGOING IS A JUST AND TRU E srATEMENT OF IDEBTS.FJfiE~EN S AND EXPENSES OP'
ADMINISTRATION SUBMITTED TO THE EST~TE OF MARTHA B 7.ET .rr/li /)/~Z D.AS DEDUCTIONli POR
INHERITANCE TAX PURPOSES.V/kj A,_r -1/~V".
f tti rHvrv]r~~It..(L.5.)SWOR~.AND SUBIlC~leED.BEFORE ME THIS I DAY 01't LU2:;'-!?J(.~·.III ~)~_~£~4J
R CC-8\(2-64)
COMMONWEALTH OF PENNSYLVANIA
,DEPARTMENT OF REVENUf:
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
'-mAY 0..mi,T,.tn II .
(E .:!"~i"'t.'f"'''I''.:'4.-:.air'''=')·xecutor \,I!IJM"'M!JW(~t.§..4,f\l~t~~.
IN YOUR REPLY PLEAOE
REFER TO
j
In Re:Estate of ~n!!.:!lU1.~·~T~Jm~~n~.~Z~~~T _
tJASRn"GTON County -File No.63....69-883
De'~r 1'11'.~eltt,
You are hereby notified that the o'r.',it'r''''Al
appraisement in the estate of f1flrtl1f\n.Zt'llt
has been filedQin the office of the Register of Wills qf l18shington
County on oonte.mber 4 ,19 69.Said appraisement reflects the
following valuations:
Re alEstate -:---'-__---;;-:--:-==----=-=--__
Personal property_~~~9~.~6~3~3~.~·~~A~,_
Transfers -------:-:-:.-7""':'i.....-"'77~'--Total ,.-/&.::.;~::..JPL:U~-J~J~.:..::4!:::8:...___
As to such tax that is paid within three months from date of
death,a·five (5%)percent discount is'allowable.As to any tax that
remains unpaid after one year from date of death,interest at the rate
of six (6%)percent per annum is charged.
Any party in interest who is aggrieved by an appraisement may
appeal therefrom as provided by law.
Date __se~ptem_b:....;cr_~J~1;.:..9...;;.,69~_Signed -'------.,-----
Titlel-r•n•CHANEY.CfaiF APPMISEn
DATE Ot?tmAi'H:July 23,1969
Note:This is not a bill.
RCC-39 (~68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of ZET,T,
(Last Name)
MARTJllA
(First Name)
B.
(Inilial)
DATE OF DEATH 7-23-69 FILE NO.63-69-883
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Wash j "gtO"
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:",O...l.9-=-,"",Ot.::l4t.=-:..J.6L.;9~_
07-23-69
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for WaSh;ngtoD County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by ,cept as to those items where a greater or
lesser amount is set forth in the last column to the right in Sche e "F",which g ater or lesser amount represents the sum
allowed as a deduction.
Dated:__....O'""'9<.;;-~0=4...:::-~6Loo9t--_
VALUE AS REPORTED VALUE AS APPRAISED
$-_.-'$~------ll---
_-,4~·9 49...u-.;J~~~
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
Valuation of life estates or
_-4......'1~L>oL..+;:::u.L_
20 857 32
28,776 16 28,776 16
VALUE AS REAPPRAISED
$-------+--
FOR USE OF REGISTER ONLY
Tax on $----------t--
Tax on $.MJ.~.L-I..........~~
Tax on $---------4--
Tax on $---------4--
Tax on $----------t--
Exemptions========I==Total Estate --1-__
TOTAL TAX
10%
15%
*
COMPUTATION OF TAX
$----:---::::-0:,.-=+--,--
$......lo!o......7L.:!2~:6'f->'·C;u;,_
$--------1---
$--------1---
$-------+--
$---------'---
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death :::::::::~t==
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from_____to $---l
AMOUNT OF ESTATE TAX ASSESSED $--~_---,L-
Estate tax paid $---'L-
BALANCE DUE $----11_
Add interest at rate of 6%from E
-----...:(to-----$-------1.
TOTAL TAX BALANCE $--------1
PAID $-J
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
WSy ,,=wr'--~,-_,_"'~'_~7''>"''''·W·'''~'._---'--
Will t
Administration ~No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
MARTHA.B...Z.ELT.'..
Deceased
-~'-
Late of .
County of
E.WA$l:I:J:N(jTON .............
..WASHINGTON .
",
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
.'
Fonn RCC-2
.DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
•HARRISBURG.PENNA.17127
COMMONWEALTH OF PENNSY~VANIA
,-RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE S.e.p.t 4.."l9.J5..9..
COUNTY :w.~.~.h.!:.~.g~.!?!1:..
FILE NO §..3...::.§..~.::.~.~.~.
Whereas,Mar.tha B Z.el.t late of J·~:w.~.~.h~~.g~..~.~.
in the County of Was.hingt.on Commonwealth of Pennsylvania,having died on
the 23 .rd day of J...y.ly 19.§.~,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W:.•.R Chane.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 Ufe 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 IDescriptionofAs.et Made for InheritanceValuesTaxPurpo..s
$
RERSONALTY:
Checking Acct -Mellon National Bank
I
~Y'l~'1'T'1lc:::lt-r'.n q4R .QR
401 shares of Warner T -._'l.-l Pharma~eu-
tical Co.23,859.50
600 shares of Kennecot Copper 24,825.00
49,633.48 49.633 48
!
I
,
I
Tot:a1 AO t,;-:t-:t 4~
form~v;;:~hb::::~h:.w~~~~o~~:~.~o~~1?~~~is~?:~~~;;:kf'
~9~':';';::'(PllIt Oftlce)
-
~------------
.........................WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.........................MARTHA B.•......ZELT..
Deceased.
Late of
E.WASHINGTON
Date of Death,J.uly 23.,196.9 ..
Appraisement Docket Vol.,3.7 .
Page,~4..?.~.§No E?.~.~~.~.~.~.~.:3...
Filed in Register's OfJice,S.e.P:t...L 4.~J9..§.9.
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abaut Appra.isement,
Appeal t,.om Appraisement,..
Entered and charged,.
.'
.•,
ESTATE OF MARTHA B.ZELT
INHERITANCE TAX MEMO
Martha B.Zelt died July 23,1969,leaving a Will in
which she left all of her property to Wray G.Zelt,Jr.,also
naming him as Executor.The decedent was confined in a nursing
home operated by Mrs.Ocie Hancher from April,1966,until
August,1966.She was confined in the Washington Manor from
August,1966,until June of 1969,when she was transferred to the
Bethel Park Convalescent Home.
The decedent was not indigent as will appear from the
Inventory.However,her stock could not be sold because she had
inherited it in 1936 from her husband and if sold,the capital gai
would have been prohibitive from an income tax standpoint.There-
fore,a situation ~xists where the moneys advanced and borrowed
do not come within the category of a son rendering support for
his aged mother.In other words,knowing that upon her death
she had sufficient assets to repay any loans made to her,Wray
G.Zelt,Jr.paid or advanced or loaned to her an amount in excess
of $9,484.22 When this became too much of a financial
burden on Wray G.Zelt,Jr.,he,in her behalf and under her name,
borrowed $10,000.00 from the'Main Office (Pittsburgh Office)of
the Mellon National Bank and Trust Company.All of these moneys
were used exclusively for the decedent's maintenance and care
in the various nursing homes as well as for medical attention,etc
Mrs.Wray G.zelt,Jr.took over the acquisition and payment of th
decedent's bills and at the time of her death,there was a balance
in that special Trustee Account at the local Mellon Bank Office
of $948.98.
-1-
I
•
Wray G.zeIt,Jr.,Esq.has all of the bills from the
Washington·.Manor and the Bethel Park Convalescent Home,
and cancelled checks for all of the moneys loaned or advanced.
The moneys loaned plus the money borrowed from the
Mellon Bank are listed as Debts and Deductions.Since Wray G.
ZeIt,Jr.is the sole heir,he desires to pay the Inheritance Tax
on the Estate within the 3-month discount period.It might be
added that the Decedent's will was written by Alexander McIlvaine,
Esq.and Mr.ZeIt did not know the contents of said Will until
much of the moneys advanced and borrowed had been expended,so
that the loans or advancements for the decedent's maintenance were
not made in contemplation that Wray G.ZeIt,Jr.would inherit
her estate.
It will be observed that Mrs.ZeIt executed a Codicil to
her Will,also drawn by Attorney McIlvaine,in which she bequeathe
certain personal property.When it became necessary for her to
enter a nursing home,she,being unquestionably comPos mentis at
that time,gave away the articles mentioned in the Codicil,so
that they do not constitute part of her estate.The disposition
of this property was considerably more than two years before her
death.
The bills,cancelled checks,etc.,are in the possession
of Mr.ZeIt and they are available for inspection at any time.
Since the discount period will expire three months from
July 23,1969,it is desirable to get a ruling on these deductions
-2-
,
11n tbp ®rpl1un1i~Qtnurt nf lIuBl1ingtnn <!Tnunty
IN THE MATTER OF THE AUDIT OF ACCOUNT
In re Estate oL.Ze~t~..Mar.tb.a.J3.No Q.9.~.6..3 ,..3.r.d..qk Term,19.1Q ,AA
Wr.ay:..G•..zelt..Jr.~..Exr•................................................................WraY-..a•..Zelt,...Sro..Atty.o .
Date of death..!oI~4r ?).t ~9.9.9.Date of filing 1~~~~~Vri:Appraisement ~~~.J~I...~~~~.
Assessment
TO THE AUDITING JUDGE:
Enter my appearance for Personal Property Tax Due W~shington C91.!nty,viz:
J
IT E M Valuation
1970
Kennecott Copper'600 sh at 46.75
.
....
j
I
Year Inventory Assessment Valuation 12%Assessment Tax at 10%Collection 6%Interest Total ClaimAppraisementReturnedPenalty4MillsPenalty
19 10 28050 -28050 ....112.20 11.22 -l~o42
19
19
19
19
19
Please make check payable to Washington County Personal Property Dept.TOTAL CLAIM 123.42
The foregoing is a statement of all items taxable as they appear in the Inventor.ppraisement,Affi-
dav;t ar Assessment med for the purpose af determ;n;ng the Personal Proper Ta ;.t Ilstate.
.....g~day of ~!=!P.~19.19.......'J\.V.CAPANO,Solicitor
C ~_~P3J
67-2/7C,
c;
,~
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v
'....~-
l-.
()~~
No..69."!'.8133.....,.3rd..qtr.....Term,19.7.0_.. .,AA
AUDIT
Jrarripr for 1\ppraranrr
FOR
WASHINGTON COUNTY.
PERSONAL PROPERTY TAX
I
''Vd "O~N01~~NlijSl1,~
S llllA .:J 0 ~j 31.S !~Btl
OfJ I\j \.h'-/-,~1C:C;''inJ,11 Of i'11",,1:1,0
l5 I Hd E2 130 OL
L,
L
L-
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"
-<
~9
A.V.CAPANO,
Solicitor
q 0'<'--I '-i ii~,"~..;..-.l i .•,,1
-....
,.'
I,1~RTHA B.ZELT,of East Washington,Washington
County,Pennsylvania,being of sound mind,memory and understand-
ing,do make,publish and declare the following as and for my
Last Will and Testament,revoking all other testamentary papers
of any character by me made.
FIRST.I direct that all of my just debts and funeral
expenses be paid by my Executor,hereinafter appointed,as soon
after my decease as may be found convenient.
SECOND.I give and bequeath my 1.60 carat diamond ring
I
and my diamond and pearl pin to my daughter-in-law,Alberta S.
Zelt.
THIRD.I give and bequeath the choice of one.of my
sets of sterling silver flatware to my grandson,Wray G.Zelt,III.
I
FOURTH.I give and bequeath the other set of sterling
Isilverflatware,my other diamond ring and my set of hand-painted
I,
china to my granddaughter,Martha Adams Zelt.
I
!FIFTH.I direct my Executor,hereinafter named,to pay
the foreg01ng;bequests contained in paragraphs Second,Third and
I
Fourth,without any deduction for the transfer inheritance tax,
or any other tax.
SIXTH.I have omitted Margaret S.Zelt,my other
daughter-in-law,only because she is already adequately provided
for.
SEVENTH.All the rest,residue and remainder of my
estate,of whatsoever kind and nature the same may be and where-
soever situate,I give,devise and bequeath to my son,Wray G.
Zelt,Jr.
!
LASTLY,I do make,constitute and appoint my'son,
Wray G.Zelt,Jr.,to be Executor of this my Last Will and
J
('
.....
Testament.
IN WITNESS WHEREOF,I,Martha B.Zelt,the Testatrix
D.1952.I ~day of -..::::a~~:..:..~-.:.:/.-:..'A.the
above name~,have hereunto subscribed my name and affixed my seal,
i
Signed,sealed,published and declared by the above
named Martha B.Zelt as and for her Last Will and Testament,in
the presence iof us,who have hereunto subscribed our names at
,
her request as witnesses thereto in the presence of the said
Testatrix andiof each other.
i
I
I
i
,
.!
,-
COD I C I L
children as she desires.ll
IN WITNESS WHEREOF,I have hereunto subscribed my name
~e.E,.~,,:
Ii
Signe'd,sealed,published and declared by the above named
IMarthaB.Zelt as and for a Codicil to her Last Will and Testament
. IdatedAprlllsit,1952,in the presence of us,who have hereunto
subscribed ouJ names at her request as witnesses thereto in the
i
presence of the said Testatrix and of each other.
I revoke Items Second,Third and Fourth of my said Will,
In all other respects I ratify and confirm my said Will.
I,MARTHA B.ZELT,do hereby make this as and for a
"I give and bequeath all my jewelry,dishes and silverware
and affixed my seal this 25th day of July,1958.
to my daughter-in-law,Alberta S.Zelt,to distribute between her
and in lieu thereof direct that the following item be substituted:
codicil to my Last Will and Testament dated April 1st,1952.
I;
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.,.,
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,,~-("r-r~
Affibanit (@f iExrrutnr (@r i\bminilitratnr
t;tutr uf Jrtltlsgluutliu.~.as:
QluUtlty uf BusQitlgtutl \
,Personally before me,the undersigned authority,a N.Q.tary..1?ub.l.ic .in and for said
County and State,appeared WRAY G."Z~LI.,.J.R ;who,being duly
sworn according to law,deposes and says that he is the executor or administrator of the estate of
..............MAR'l'HA B."Z~Ll'deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of....MAR'l'HA B ZELT ,
deceased,except real estate outside the Commonwealth of Pennsylvania;that th figures opposite each item
of real and personal estate in the foregoing schedules are determined and ted by the undersigned to
be the fair value of said items as of the date of the decedent's death,based u a just a raisement of each
item made by the above named Executor ~
Sworn and subscribed before me this...il....~..ld::.'.<day of :f:&r~CZ)19.;69.........AL~..)...~..:~.-:t.J.............................
Notary Public.Washlngto.n;Washington CO.ADDITIONAL INSTRUCTIONS
My CcjT1mission EJ<pims M~rch 20,1972..••.1.An Inventory must be flIed wlthm three months after appomtment of person 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
J .~"--,
;~-'.3Juueutnry nub ~pprniBrmeut of the goods and chattels,rights and credits which
were of ·MART.HA.B ZELT late of ..~9..F..9.~gh 9.t..~.§:.~.t...W.9.-.~h.tBg~9..n ..
Washington County,Pa.,taken and made in conformity with the above affidavit.
J
PERSONALTY
DOLLARS CENTS
Checking Account--Mellon National Bank and
Trust Co.
401 Shares of Warner Lambert Pharmaceutical Co.
@ $59.50
600 Shares of Kennecot Copper @ $41.375
1050 Shares of Leonard Oil Development Co.
REAL ESTATE
None
TOTAL ESTATE
94f 98
24,82:00
NO VP.[LUE
49,63~48
49,63'48
,'.
aDd-
~..3-c..7-£f~
.;"\.,:'i :.....":Inventory and Appraisement
-,::•(0 •~:~IN THE ESTATE OF-'}."..:../_••.I,'"'u \",11 I ..:;:;;
'":./'to '....~••-:""!~'"/..,;\"'
..{."'"•'."".~MAD'l"'UA B Z....L'T'.•,~(....\.•.;.'\~~Ja.:K1tl=",mA.~.....A......4i1 ""'.·~/f.t<1·U1.-·,'<14't
Filed :~::,19..2.9..
....~;..~'t;.-~
en "t..C)IP"""'~:I£.~;lUi:p-rtm e((J"J.Q c..""~f:.fJ.(,0::=:;-'['O!......~ra """,~.:;pi-
'5;:0:::;-~:iJo'
O~;:D0_..-:r-=.
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WRAY G.ZELT,ESQ.
23 East Beau Street
Washington,Pennsylvania
\~
....9
f)k1:gD-P~;)1 ~
-~
.3 ~.
In the matter of tlie Audit of Account in
.Martha B.Ze1tEstateof .
TO THE AUDITING JUDGE:
1969 -883NO Term,19 : ,A.A.
my .Estate of Martha B.Ze1tEnterappearancefor .
.........................................................................................W~~y ..G.~~~.l,~.\J.~.:..1•••~~~~.9.t.9.~..
.................................................................................................................................................................................
....................................................................................-.
..........................day of ~~.p..~~.~.1?~E ,19..7.9..
N.B.-Counsel shall,by separate paper,present a.concile IltatQment of
each claim,with supporting ealculation of any interest claimQd.
Objections to an account as filed,shall be concisely stated in a
lieparate paper.Counsel suggesting propel'distribution shaH file
a separate concise statement in that regard.
U"1
-..f
'..,.
No ~~.~~~~.~.~,Term,19 ,A.A.
In're·Audit of Account in Estate of.
Martha B.Ze It
AUDIT
'rarripr for l\ppraranrp
FOR
Estate of Martha B.Zeit
...............................................................................
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Wray G.Zeit...............................................................................
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ROSCOE ....~~l'9',:,LEDGER
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55:
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The within named Accountant being duly sworn according to law,depose and say that the above account
as stated is true and correctas h~verily believe,
day of ~:J~;:.t.~.~y 19...?g .
....~..III..~_.-
S d ~b -:·b~·d b f h'JOdwornansuSC:"1 e e ore me tiS .
JUDITH W.DEER
Notary Public,Washington,Washington Co.
My Commission Expires January 28,1974
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'O!~0 ~0 Q)0<)~i .d <)Q)!<)....,...<)<d-t I"~'D 0 <~i {J)i tf"L •\!0 ,b:I e:CIS!1:....,O'!;.,~...~0Q):(I):...Oi Co)~j :>.~Q)!1 APR '}P!1 3 44 CDr;:.~~!"ftl ;.,0 ~i H!0....,Nr:z:1 .i "'i ~i ....,,)!Eo<Hi ~<<~!...-li ~NEo<~i ClSi H!RUSSELL ;,~,\Rl N0~rn
r:z:1 Nj l::Hi EGISTER OF WILLS •~i -.-Ii ~!t!>.:~!Ni ...
CO,.PA,Q)l:Qi \(ASHINGTON .,.;....,~,i ~.~rtl.:'iM:~i -I-J!t!>i 0 Q)~....,.d :3~!Hi {J)!~:~....,~~i Hi czi 0 gd~i -.-I!'t:l <)ic:i ~j :3i dz<""~:,-<
Wa'shington 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 Sta'tU'te and Rule of Court,as evidenced by proofs
thereof filed to No~.3.-::..2.0.--:..3.ZQ .
Witness my hand and of~icial seal thiS 3~.
~O\..A-N'w"V\1LM.J...d..k 19.1.'..
...~..7!/[).J2~~:Nt::..
Register of Wills.
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O!lnq!Jl5·!P JadoJd
5aJ 5!lJnO)84.1
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Washington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
PROOF OF PUBLICATION
In compliance with uhe Newspaper Advertising Act of May 16,1929,
P.L.1784 Sec.3,paragraphs (3)and (25).
COUNTY OF WASHINGTON}SSt
STATE OF PENNSYLVANIA
..'Estate Notices
•The Register of Wi[ls 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.
••• •• ••• •• •• • • •• •
ZELT,MARTHA B.,Dec'd.
Late of Borough of East Washington,iWashingtonCounty,Penna.
Executor:Wray G.ZeIt,Jr.,23 EastBeauStreet,Washington,Penna..·.15301
·.AttOrney:.ZeIt &Zeit,23 E.Beau·'.Street',WaShington,Penna.15301
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 officiail legal periodical for said Washington County,published weekly
hav,ing its place of business at Washington,Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
COUNTY REPORTSwas established on March 31,1920,and was designated
as the official legal publication for Washington County,Pennsylvania,by order
of the several courts of said County,dated November 11,1920;that the printed
notice or advertisement attached hereto is a copy of a notice or advertisement,
exactly as printed or published,which appeared in the said legal periodical in
its regular issues on the following dates:
...........AUg.l.l.S.:t..l:l.f Z.l.,?Q..~J.9..0..9..
that the affiant or the corporation in behalf of which he is acting is not
interested in the subject matter of said notice or advertising and that all of the
allegations of th0'~.d it as to the time~,and c ac er of the publicationaretrue..
./'tJ ..-----.
Sworn to and ~scribed bef~re me this_
......4,&tl.....y of Al.Lgus,±:,19 6.9 ..
KATHERINE C.YARD,Not Public
Washington,Washington Co.,PL
My C"mmissien ixpirQS
Nov.mb.r 1,1~O
Observer .Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the News,paper Advertising Act of 16 May,1929,
P.L.1784,3JS amended.
Commonwealth of Pennsylvania,County of Washington,SS:.
Pe,rsonally ap,peaI'ed before me,a Notary Public in and for said County
and State,.Ri.c.ha.r.d S c.Q~!.an ,who being duly s,worn
. I .'h'h . h Secretaryaccordmgtoaw,deposes and says t 3;t e IS t e --.
of the Obslerver Publishing Company,a I'lennsylvania corpo,ration,and its
agent in this behalf;that the said Company iSI the owner and publisher of
the Observer-Reporter,succ'essor to The Washington Observer,established
September 18,1871,and The Washington Reporter,established August 15,
1808,a daily newsvaper of general circulation,printed and pUblished and
havin'g its place of bus,ines's at Washington,Washington County,Pennsyl-
vania,where it or its predecessors have been established and p.ublishJed
continuonsIy for more than six months'prior to the publication of the notice
hereto aHached;thM the printed notice or advertisement heI"eto attached
is a copy of an official advertisement,official notice,legal notice or legal
adve,rtisement,exactly a:s printed or published in the Obs'erver-Reporter in
its regular editions on the following mate or dates;__.__..
__.__..A1J.g~.s.t 1J__,JJL.~n~L.Z..S..,..__.1.9..9.9.____..
that neither th!e affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the aHe,ga-
tions'of this affidavit as to the time,pl{lce and characte,r of publication
are true.If.././J.~__..____~..~.d:.Cp~~
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EXECUTOR'S NOTICEEstateofMARTHAB.ZELT,de.ceased late of Borough of EastWashington.Washington County,Pa.'Letters Testamentary upon theaboveestatehavingbeengranted~o the undersigned.all persons .hav-mg claIms against the estate arerequestedtomakeknownthesametotheundcr',l/fn<!d or 1,,~.attorney
and allper.;om;indebted to the de-cedent are requc~ted to make pay-
ment to the undertlg!1td withoutdelay.
WRAY G.Z.ll;LT,JR.•Executor23EastBevuSt("ctWashington,Pa.1:;:01ZELT&ZELT,Attorney.23 East Beau StreetWashington,Pa.15301
69188·Mon.·3t
Sworn to and
w.26752
SUbSCe~}efOre me this ~.:?__day Of..A.~g~.~.t.}.?69
../tl~.~./d~~/
MARGARET M.BRADLEY,N;4'~~~~r~
WASHINGTON,WASHINGTON COUI~TY
MY COMMISSION EXPIRES MAY 6,1972-
The First &Final Account of WRAY G.ZELT,JR.,
Executor of the Estate of MARTHA B.ZELT,deceased,late of the
Borough of East Washington,Washington County,Pennsylvania.
The Accountant is charged as follows:
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La
To amount of Inventory &Appraisement
Dividends received on Kennecott Copper
stock
Gain on sale of 401 shares of Warner Lambert
Pharmaceutical Co.stock
Total Assets of Estate
Total Credits Claimed
Balance Due Estate
$49,633.48
720.00
2,205.50
$52,558.98 ~
-21,084.80
$31,474.18
>.
..
The Accountant claims credits out of the assets of
said Estate,as follows:
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:az:m&=
Piatt Funeral Home
Rev.R.E.Dozer
Russell Marino,Reg.
Washington Co.Reports
Observer Publishing Co.
Warrick Four Seasons
Simon White's Sons
Russell Marino,Reg.
Mellon Nat'l Bank &
Trust Co.(Pgh.Office)
Wray G.zelt,Jr.
Russell Marino,Reg.
Mellon Nat'l Bank &
Trust Co.
Bache &Company
Russell Marino,Reg.
Funeral expenses
Ministerial services
Probate of Will &
1 Short Certificate
Adv.Letters
Adv.Letters
Flowers
Gravemarker
Filing Inventory
Judgment Note
Moneys loaned for
maintenance &care
of decedent
Filing Debts &
Deductions
Safe Deposit Box
Commission on sale of
Warner Lambert stock
New York State tax on
sale of Warner Lambert
stock
Postage on sale of
Warner Lambert stock
Filing Account
TOTAL CREDITS
$1,115.10
50.00
22.50
14.00
14.00
26.50
125.00
3.00
10,000.00
9,484.22
3.00
5.00
185.90
20.05
.53
16.00
$21,084.80