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Home My WebLink AboutOC1969-0884 - ESTATE OF LAZZARI---------------~-~--.-------.--/lTestateFormjI PETITION SUR AUDIT IN THE ORPHANS'COUI\T OF WASHINGTON COUNTY , WILLIAM F.LAZZARIEstateof - -..---.----.-.884 of 1969No - . Fiduciary_..J.~~..~.~..~~~~~.•...~.!.L.. Executox Deceased Date of June 21 1969 Date of July 30,1969Decedent's death ~_Grant of Letters . This is the !.~~~~~~~~~~~account filed in this estate If there have been former accounts filed in this estate,'list file ,number or number and term ~:. .~.Q~~P.P.~.~~.~~.!~~"_""'" Election to take Date Election Place of; Under o~lwill.(cross out one)Filed - _Record _ _ . . .Doxothy E.LazzaxiNameofsurvIvingspouse_ __._.._..__ _ _ _..__._.__ _.._ _ . List issue,where material: not matC2xial,•.'i .-,. Did decedent marry after execution of will?(indicate)1(tM;.No.Any children born after execution of will?(indicate) ~.Nil.'If answer yes,name them :~:;__.__._. Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris James D.Hamilton stepson 240 shaxes,common stock, Lazzaxi Motoxs,Inc. Doxotby E.Lazzaxi wifC2 Residuaxy Estate List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: None .J If partial intestacy,give facts: None Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of ceill of auoit?Yes.xlHoc If t··.NoneanyexcepIongivecause . File copy of Notice S Nt'tt h d h ..t I.'.!..e·.-0 1ce a ac -e e eo.and date of mailing . ·------- Is estate subject to the filing of a Federal Estate Tax Return?!!.~._~,,1 I •f ,••to A f d P I · T f I h'.TAt $2,250.00ctuapaymentmaeonennsyvaniaransernentanceax.moun . , 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,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. none Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: none •..'r. .r Balance for distribution per account, Itemize any additional debits not shown by account: Casb advanced to p~eserve assets in kind Total additional debits (Add) Itemize any additio~al qedits not shown by account: Filing Inventory and Account "'..i''.,J Total additional credits (Subtract)··, Balance for.distribution $21.00.-_.-----._._.-.--...._---_.._-....- 21.00$. $.~.Q.,.Q9.9..~QQ . $..?~.7.Q9.Q.~.~~. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); i •oJ:i .,J J •. 240 sbares common stock,Lazzari Motors,Inc.$20,000.00 " '. ~ '. ..,it 1 • '.,'. ':~ ".. , none If Family Exemption claimed by Petition,give place of Record:,. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:~~.~~:. List any advancement or distribution on account that has been made,and nature and amount of same: none Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions: ."'.' ..'.. James D.Hamilton Doxothy E.Lazzaxi 240 shaxes common stock,Lazzaxi Mo~oxs,Inc. Re,siduaxy Esta te-(none) COUNTY OF WASHINGTON,55: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ~.~~.~.~doth depose and say that the facts set forth in the foregoing petition are true to the best of J~J~knowledge and belief. ........,§~C?~.~..,,,to and subscribed before me thiS 7?.'~ay of @~~19.!.!.. S;gnoture of OffiCer__.L~~c'!.~-a/!..../..\....v"~.T ',tl f Off''-o--uJJ(~:b.•/..!:..tileoIcer.,~:?~. Office expires (}/./f./(i/.f..:./.$../.'J!.Z:l.. CAROLYN E.GHILANI,Notary Public Charleroi,Washington Co.,Pa. My Commission Expires !.~arch 19,1973 And your petitioner will ever pray,etc. ....o'bn""iC"MilIei,X"~··;,···BX"ec·utox·············· of the Estate of William F.Lazzaxi .~. ;.. WILLIAM F.LAZZARIEstateof_. ~ ,.. ./ L ri' No.884 of 1969 Il"". ......___-- - ---_. Deceased . .JOHN H.MILLER t JR.FIducIa ry _----..-. EXECUTOR PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary wi II ,submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:pa ra g ra ph 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 pertine~t. 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 fi led with .<;Jccount. 8.Certificate of I'(ens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in [<indo 10.Copy of Federal,Estate Tax return if es- tate is subject thereto. Walter S.Spragg,II Adrian V.Sannier Attorney ",,~2 'V'd "00 N01~)NIHSviA STl !t.\J 0 t1:3 1SI~:3 H o~!I:<\'~,;'I .:::1 S~)n}J 95 8 !~U Oi Ud~IL t a::1 ~'i i .:1 ""<''.3 ':1~'I"~.',,\-l • . • _A,._'~·,'·-',·\'liJIJ;'h --;,.';••.::.>'/tJ:'./'..../(:':.:;-~~~:j.-"I I ".....-;0 ....'."/ :;.0 ~·.1-.rII.l '".,\~:/'.t ,~'...V:"i;,:'v ,.",....,~"V c \",\ '".."",~Itlf~t' r ,., " :.f AREA CODE 412 463-6066 WALTER S.SPRAGG,II ATTORNEY AT LAW 411 WASHINGTON AVENUE CHARLEROI,PENNSYLVANIA IS022 February 23,1971 IN RE:ESTATE OF WILLIAM F.LAZZARI No.884 of 1969 TO:James D.Hamilton Dorotby B.Lazzari You are be,re,by notified tbat the bearing for Audi t and Distribution for the abo~a Estate is on the Audit List to commence on Monday,Marcb 15,1971,at 1:30 o'clock, P.M.,E.S.T.,in the Orphans'Court of Wasbington County, Pennsyl~ania,and that tbe said List will be continued thereafter each day (Saturday ,.afternoons,Sundays,Monday morning and Holidays excepted)until the wbole of said Estate bas been disposed of. You are not required to attend said Audit,but you may do so if you so desire foralJY re,ason wbatsoe~er. Very truly yours, Walter S.Spragg,II Attorney for the Estate of William F.Lazzari WSS:jab ·",..:..mmmm~ill mjm :1 I . '!i \'. I'I LAZZARI.MOTORS .B ackburn 8·4444 R.O.No.3 Box 1 E.M. MONONGAHELA,PA.I Affi~auit (@f 1Exrrutnr (@r A~minil1tratnr ~tut.r of Jttttt5ylUUttiu.t lUI: cnnUttty Df IIU5~itt!ltDtt \ Personally before me,the undersigned authority,a N.9..~.§!...!:y.f.~1?J.!.£..in and for said County and State,appeared J.9..hn H.~!1~Jl~!'who,being duly sworn according to law,deposes and says that he is the executor or administrator of the estate of ...........Wi.lli.aID.f..~L.g~.~.~!'J..2 deceased,that the foregoing schedules constitute a complete inventory and appraisement of the real and personal estate of.....1M.ill.iam...F..".....L.az.~a.b..1 ........, deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Aamifflsmt1.'or. Sworn and subscribed before me this......?....P..9..~.1 c#""0 ~ day o!-;J.9.y.gN.9..g.~~....~~~;i;;;;. DOi'(ls ..·tV~Drr~~..· · · · · ·.. Notary Public.CllSfieroi.Washington County,ADDITIONAL INSTRUCTIONS My Commissidn EXPM .i.lIfo~dHtd.~2must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE·FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 lIuututnrg nub ~pprni.9pmput of the goods and chattels,rights and credits which were of w.i.l.l.i.~m f..~1.~~.~.~.;:.;Jate of ~?.~.~~~.~~.~.~.~. Washington County,Pa.,taken and made in conformity with the abave affidavit. REAL ESTATE: None PERSONAL PROPERTY: DOLLARS CENTS - 240 shares common stock of Lazzari Motors,Inc. TOTAL 20,000 00 20.000 00 I r /J~~ l7-~3 -H/lJ -gg.Jj Inventory and Appraisement IN THE ESTATE OF {~ /.'.William F•..~.~.~£.:r..;\,...............................................,., Filed ~::.,19 . ~~~Fri ;:,n. OJ <'J C:::--.--cn:::=u-;(i~ Z -'I ",(;)rn i-':-'"_.:~:J r-'7 ::"2 c...---q ::.: g ~i ~') .r-.......,'1.u:r-...aG. l>Gn 'J ... -:--.I CJ t::::J,..., r-> -0=:r. ~(..n ...-----..,.0'1 "I." r~q l"",,~"\~}"'.,-.__.." Adrian V.Sannier,Esquire Walter S.Spragg,II,Esquire 411 Washington Avenue Charleroi,Pennsylvania 1,022 tX:Z;~~,:!fi!J~,,=1=== v:II~. STATE OF PENNSYLVANIA, WASHINGTON COUNTY,~55: The within named Accountant being duly sworn according to lawl depose:s and sayS that the above,account as stated is true and correC'tas ~.~veri Iy believe, Sworn and subscribed before me this ?~,q . day of N~.y.~~~~.~19 !.~. /h~_~'~·IL~'-....,.~..._......__.._.-------..... Notary Public Washington,Washington Co.,Pal My Commission Expires Sept.16,1974 .~.'~hn H.Miller, Wa'shington COUntyl ss:I do certify that I have given legal notice to all persons concerned of the filing of the within account in the manner prescribE7d by Statute and Rule of Court,as evidenced by proofs thereof filed to No..k.3:.2!~l . w~hand and afHdalIseol thiS)f:2!!l111111111111111 dayof..{Yh~:19.71... .\.o<',~'-fG..~~..•7(.ca.AAM~l)<.... Register of Wills ~-~-----~.- ---...--~ '0 .......,\....,0 ....>:I~~QI ;::l Q ojfIl....,0 ....,>:I 0 >:I -.g.It);::l 0 ;::lCD!0 (])0QI<:),.<:;...<:)~0 <:) I~".,....,0 <:)<l1 !'1O"IIl'WI ""\<l1QI::.1-.,IJ 01~~....,.!l:l0I....H ....ti ,.-l~·'".£H 0 ~(]).......,0 h>:IHCk:~1 D 0'-'"\,t'''~~~i"l7 (])0 ,..~OJ ~i IX.""j :L ',lj ,'-00 '8 0\w ~0 Ck:I ,,U OJ ........i8 0\',-1 0~~....,N Q:,~!ri1 .;0 l:::....,,.J ....,(i)<l1Eo<N ~Ck:!>:I ~~l:::~<l1 :5 Z W!;::l ri1 .P.m~Eo<D1tc::'"'"-!I ;::.'\r;c If'~:0 0rnH.J:t\U \')~;_..~~:.~<:)'"(J)(f)<:)>:Iri1~.Ji oj 5liHEGISTZ:~"1 OF'WILLS ojH:>:I ....~!~0 2::WASillNGTOIl ~ill (f):> CO"PA.....,~Z .~00 ~!::E ~.:'M ~l::: ~xi cD..w til ~(])~H E-t ,.<:;+''1"1~:t;:....,.J (f)H ~.J Ck:o --.L m "0>:I\t'H H 0,'":~<4,0 3 [t,""i >:I .....Z <l1 ;:;0... ". ,; j -----------------------~------------ .'" # .. ~~- / \ '."\-1',~~/,:". ~. .....'.,') p ..& 'The Court is respectfu Ily requested to derermine proper distribution in this estate. { j L wA~,~",.-r~ ant .j IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION No. ,, Estate of WILLIAM F.LAZZARI,Deceased FIRST AND FINAL ACCOUNT OF JOHN H.MILLER,JR.,EXECUTOR SUMMARY Schedule A PRINCIPAL --PERSONALTY Receipts Disbursements Receipts Disbursements Balance $20,000.00 6,237.74 Schedule B PRINCIPAL REALTY 0.00 0.00 $13,762.26 0.00 $13,762.26 Cash Advanced to maintain assests in kind Balance for distribution __~237.74 $20,000.00 The Balance For Distribution Consists of the Following: 240 shaxes common stock of Lazzaxi MotoIs,Inc., of the value of $20,000.00 Estate of WILLIAM F.LAZZARI,Deceased Schedule A PRINCIPAL --PERSONALTY Receipts Inventory and Appraisement Filed $20,000.00 Amount transferred from Principal --Realty,for payment of debts and distribution 0.00 $20,000.00 Estate of WILLIAM F.LAZZARI,Deceased Disbursements Administrative Expenses Russell Marino Guy Rogers Washington Co.Reports Daily Republican Walter S.Spragg,II John H.Miller,Jr. Russell Marino,Reg. Preferred Claims Bebout &Yohe Co. Monongahela Cemete~y Co. Quinet Monument Co. Rev.D.Snyder Taxes Russell Marino,Agent Total Disbursements Balance Probate of Will Services in probating Will Legal Advertising Legal Advertising Attorney's fee Executor's fee Short Certificate Funeral Expenses Lot Headstone Funeral Service Inheritance Tax $20.50 15.00 14.00 12.50 700.00 700.00 4.00 $1,921.74 300.00 280.00 20.00 $2,250.00 $1,466.00 2,521.74 2,250.00 $6,237.74 13,762.26 $20,000.00 Estate of WILLIAM F.LAZZARI,Deceased Schedule B PR INCIPAL - -REALTY Receipts Inventory and Appraisement $0.00 $0.00 Amount transferred to Principal --Personalty for payment of debts and distribution Balance Disbursements 0.00 0.00 $0.00 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}88. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiad legal periodical for said Washington County,published weekly having its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: ..............A.i,H;.lJ.s.:t 1 14..,.Z.l J.2.9..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 :;~.,::."of "'/),vit ,M ~th,time&!.~d ,h~._of th,publiooli@ ~U :_. Sworn to and subscribed before me this ........2.1~t:'y Of A::g.lJ.s.t..~,19 6.9.. .............~~......eft··f:iu~ II:hTHEkfNE C,YARD,Not~~'I;C Washln£t!>n,Washlngbn Co.,Pa. My Commission EXllirilS . November 1,1969 Estate Notices The Register of WiHs has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • ••• •••• • • •••••• • :LAZZARI,WILLIAM F.,Dec'd.I Late of Monongahela,Washington I County,Penna.IExecutor:John H.Miner;Jr.,2806 Center Ave.,Pittsburgh,Pa.15205 UAttorne.ys:Walter S.Spragg,II,andAdrianV.Sannier,411 WashingtonAve.,Charleroi,Pa.15022... PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929 P.L.1784,Sec.3, paragraphs (3)and (25). County of Washington }ss: State of Pennsylvania Personalln!£peared before me,a Notary Public in and for said county and state,~~.~~~~~.n.:~~.~,who,being duly sworn,deposes and says:thaL E).h~is the ..bookkeep.er of The Monongahela Publishing Co.,a Pennsylvania corpora- tion,and its agent in this behalf:that the said company is the publisher of The Daily Republican,published daily except Saturday and Sunday,having its place of business at Monongahela,Washington County,Pennsylvania;that the said Daily Republican was established in the year of 1846;that the printed notice or advertisement,attached hereto is a copy of a notice or advertisement,exactly as printed or published,which appeared in the said newspaper in its regular issues on.the following dates: ..~...'EXEf,\JTOR'S NOTIC Letters of admilt'!stration on theestateofWilliamF.L;lzzari,late ~of Monongahela,Washington Coun-ty deceased,having been granted by the Regist.er of Wa~hingtonCounty,notice IS hereby glVen to all persons indebte&to said estatetomakeimmediatepayment,and to those having claims against thesametopresentthemwithoutdelay to John H.Miller,Jr.executor2806Center Avenue Pittsburgh,Pa.Attorneys i Walter S.Spragg.11 & \ Adrian V.Sannier411Washine:ton AvenueCharleroi.Pa. l-._August 8.15,22,1969. DAILY REPUBLfCAN~~ MONONGAHELA,PA. THE ...AlJG.ll:S'r e.-'15 ..~22.,19.69 . .E.S.T.ATE.NQTI.C.EL WILLIAH...F L.AZZG.RL __.__.. that the affiant or the corporation in behalf of which sn.e..........is acting is not inter- ested in the subject matter of said notice or advertising and that all of the allegations of this affidavit ,as.to th~;,~place ;;1:char~cter o!Jhe pu~tion ar~true._.//~d ..~~. Sworn to and subsciibed before me this v:J3~day of -"(~f''''196..f. -·lJlt~.!.~~~N.;;"~P"bi,,C1 ~iclli::$'l\apires March 23.1970. " ~lt tijr QInurt nf Qrnmmnn Jlt'1n nf lI'1nijiugtnu'QInuuty ®rpij'1un'QInurt lllinininu In the matter of the Audit of Account in j Estate of_W~I~L~L~I~A~M~F~•...;L=A=Z=ZA::..:c::::R:..:::1'----{ TO THE AUDITING JUDGE: No.884 6£1969 Enter_-----=O::..u='.=X'----,appearance for t_h_e_A_c_c_o_u_n_t_a_n_'_t _ Waltex S.Spxagg,II,and Adxian V.Sanniex 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. 884 of 1969No._ In re Audit of Account in Estake of WILLIAM F.LAZZARI,deceased AUDIT 'rurripr fnr !\ppruruurr FOR Walter S.Spragg,II Adrian V.Sannier ~:-o _"-.l =q ~f'n ~--.--- (J)C')C =-:x -(t')'"""t:'l'i"!"",~ z =-~-~ G":>rn r-./71 ,_ .~::a....,.0 _....-...".;,~.':'J __.!~o -it "..0.~r=:;:"-oroJ>(J), ~2 ....., .=> :;::::,.-...,._._t':. 0;:' c..n ce· rn I,J '"' Attorney J , ,.,-IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COUR T DIVISION ~,IN RE: ESTATE OF WILLIA M F.LA ZZA RI, ~Deceased. ~>-UlZZ~ ie BEFORE: IIIziUl0(~ ~APPEARANCES: itl-ll) Q oJ0(~TIME: :J., ~ ) }) ))No.884 of 1869 ) ) ) ) HEARING ON AUDIT T HE HONORABLE P.VINCENT MA RINO,Judg ~ of the said Court. SANNIER &SPRAGG,ESQS.,of Charlerb.iL Pa., representing the Accountant. Monday,March 15,1971,at 1:30 o'clock P.M., EST. Lazzari,deceased.The Executor is John H.Miller,Jr.and debts have been paid in this estate.The only ass et of the estate the attorneys are Sannier &Spragg, MR.SANNIER: Mr.Sannier? Number 884 od 1969,the estate of William F. If it please the Court,all ou tstanding bills and ui~THE COURT: ~oII.III 0: I-0::Joo ~oii:...o .. -, were 240 shares of common stock of Lazzari Motor~,Inc.The he'r to that,l\g~.James D,Hamilton,has advanced the costs of expens es of the estate.All bills are paid and we ask that the stock be direc ed over to Mr.Hamilton. THE COURT:Is there anyone else in Court interested in this decedent's estate? --------------- 2 --'....----11'..-------------------------------~.---~j. (NO RESPONSE) ~-.THE COURT: the Court. The audit of this account is ordered c;losed by (AUDIT CLOSED) I / I he~by cCi'Uiy that tho DrGcooolnJS and evidence are cez contained folly and accurately 10 the octem tnkon by me on the hco1"inJ of ~~to:)obnvo ceuoe.and t~t t1lt:l copy 10 a COi'rect transcript of the Dtul',C. z1:1Do i~Clzi:III~ ~a:~Q .JCUQ ::l., The f01"oaoina record of tbo procccd1n;jo uptJa the ncorlnJ~N aiII:Eof tho OOOV0 couoe 10 hereby oPP2"OV'.Jd nod directed to bo fUca. oDoIdII: l-ll:::loU ~Uii:II.o I J. In t4~OInurt nf OInntntnn Jlrnli nf IInliqingtnn OInunty. Jrnnliylttnnitt.(@rpqnnli·<l!nurt 13ittiainn J ESTATE OF William Fo Lazzari deceased No.---::.9~3----:6:....::9_..-=-88:...:,4I:--_ In the matter ofthe .Firstand Fine.1 Account of John H.Miller,Jr, Executor ADJUDICATION AND DECREE And now April i2 7 ,19-.11-,this matter came on for hearing, audit and distribution at this session and testimony taken;and thereupon,upon due consideration thereof t~e..b,gLq,nc..eOfor distribution in the hands of the Accountant is deter,mined to be $:U,UOU,UI 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 _ Additional debit asked at audit Additional credit asked at audit Balance,_ Deduct Clerk's Costs &Receiptli-s _ Attorney Sannier &Spragg Contribution to maintain assets of estate in kind. 21,00 21,00 35.00 $20,000000 $20,021.00 $20,000.00 James D,Hamilton,step-son,specific bequest in kind of 240 shares of Lazzari Motors,Inc., va~ue'd'at,$20,000.00 held in kind and distri- buted .S8 such at the value as shown,per elec- tion filed,20000.00 NOTE:Since the Transfer Inheritance tax is overpaid 'in subfltential amount,and application for refund of overpayment has not yet been actedupofl,th.e Court is unable to redebit and d1f1t1"1))"to a specific amount,however, when sucn refund is received,the Executor is 8uthoriz~d'to endorse and return such payment to James D.Hamilton,the distributee above, who is entitled tnereto. No balance L x 0 ~~ .....:l Z W n,~p ,/1 0 :rcCD v-tt et :l 3 ~ .... 0 0 0.................. _t CD ~ ... e-o..... t _t ~ =:r =CD III ~& sftJ~ftJftJ cor..n (/)0 <C..,...,...J G.. c:::'........"-',-,....:-...0 'i.~.<:..) "~...::::..1.'_ Ci "'J :z Q C7"l""=!- 1)_:..t ...l u.l ,~:. ()) 1-""- 0::rf}-- 0..(I)-:r: ~::::>Q (f) t c::I.U.<.r 1.'-r--C:::;';... .\ ELECTION TO TAKE IN KIND RE:ESTATE OF WILLIAM F-.,LAZZARI,DBCEASBD No.884 of 1969 I,JAMBS D.HAMILTON,do hereby elect to take in kind 240 shares common stock,LAZZARI MOTORS t INC.t and I furtber state tbat I have advaneed all costs and expenses relative to said Estate So as to presQrVe tbe aforesaid assets in kind. ·J I, Datcad:__M_a_r...;c_h...;.9 ,1911. ---- Form RCC-33 RESIDENT DECEDENT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF .' WASHINGTON / IMPORTANT:This return must be completed in detail and filed in duplicate,'with will attached,with the· Register of Wills of the County where decedent resided;Return is due within one year after date of death,unless an extension is granted by the Secretary of Revenue.(Section 703 of __the_Inl1E!rit~nce __an!i.E!'!tate J'a.x A,ct of lQ§l.) _W.i.11.:::~;..:::.::.:E..EST~~.·~~}:::u:v;:OF (State full name of decedent) Late of W.ash.ingt;.o.n .... .,.County ~~ ::t~.~.~:;;:~~;:ia_.._:_::__::~}'" ..............John.H...Miller...,.Jr..•...,........... of the estate of the above-named decedent being duly sworn,depose S and say S Executor Decedent'dJed J:qne.2.1. (Month) otherN:muet:::i:::r:::r::ean\tao;;::~:}!it~~~s~in~~6~g~~e·~~~··~·~q~·~·~~·..······....······· ::;~ed~l1 correspondence should be Charleroi;:Pennsylvarifa 15022 That as such ~.~.~.~~.~Q;r;.deponent is familiar with the affairs of said estate and the property con- (Executor-Administrator) stituting the assets thereof and their fair market value. That at the time of death there was no safe deposit box registered in decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:~ NAME AND ADDRESS OF BANK OR 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 Bestern Penna.National Bank of IW111'1am F.Lazzar1 and WJ.fe Monon2ahela.Pennsylvai'da --,-Dorothv E.Lazzari-,.. .- That the contents o~said safe d~posit box or boxes are itemized under Schedules of this return,with the exception of tne following,for the reasons hereinafter set forth: That Schedule A atta,ched 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 qpon each parcel of real property at the date of death,giving the amount still due at death,name of mo~tgagee,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 attaf;lhed 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 sepa.rately the accrued interest thereon,if any,down to the last interest day ~r~or to deqedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal savings,treasury certificates or notes and other evidence of in- debtedness of the United States to the decedent;all obligations,whether by statute or agreement they are designated as tax free,of the United states,or any state,or political subdivision thereo~or of any foreign country,which are owned at the time of death;all wearing ,apparel,jewelry,si:!:verware,pic- tures,books,works of art,household furniture,horses,carriages,.automobiles,boats,and any and all other personal chat,tels of whatsoever kind Qr nature,left bydecedent,tog~ther wi th the fairly estimated market value thereof;all bonds and mortgages held by decedent and of 1l1l claims due and oWing decedent at the time of death,and all promissory notes or other instruments in writing for the payment o~money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance polici"es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. L In the case of securities of close or family corporations,the values reported.are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest therein must be submitted.,It should also set forth in itemized form,together with the fair market value thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to who~transferred,the relationship of the transferees to the decedent,the proportionate share received by each transfe~ee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also ~ttached to the schedUle a cORY of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,which passes at decedent's death by virtue of the exercise by decedent,either individually,or jointly with another,or any power of appoint- ment vested in decedent,either individuapy or joint.ly,by.the will,deed,or other instrument of another, with a copy of the instrument creating such power att~ched to the schedule. That Schedule D attached hereto and made part hereof"sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death~the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement shOWing which of the beneficiaries named in the decedent's Will,if any,died prior to decedent,the dates of their death,their issue,andthe relationship of such issue to the beneficiary. That Schedule E attached hereto ,and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisi'tlon 'of personalty,plus the name,address and relationship,if !illY, 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 'II .•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. That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. ____::::::=dS::~f~::;;y:.~::,~~~::~~~tfr&!~--------------- ....A ~~.................................Z§..ri~~.~~=~~ve.=.~_._.. Notary Public (Street Number) Washington,Washington Co.,Penna..........f..i..:t;.t..s.b.:lJ.r.gh.,.....P.ennsy..lvania...15.205 My Commission Expires Sept.16,1974 (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (Hi4) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REV~NUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE itA" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general descrlptlan af the praperty,with a reference to the record of the conveyance by which the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "FlO and must not be deducted from this schedule. NON E (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not wr Ite In this space) Insert thi s total opposi te "real property",Schedule itA"in the X X X X X ItAs Reported"column on the last page of this return. l.{CC -35" COMMONWERLTH QF 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 anyundistributed estate o~or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule.--...,.---.-,.;"",-----------------....,.----,r-------.,--------- Item No, ITEM List and describe fully UNIT VALUE ESTIMATED MARKEl'VALUE / DEPARTMENT VALUATION (Do not write in this space) 1 240 shares common stock of Lazzari Inc.~'I()"Motors ,':to 83.33 20,000.00 Note:The following two checking accounts were carried in the nam~ of William F.Lazzari but the fun~s held in such account actually belong to the above corporation, Lazzari Motors,Inc.n 1.Western Pennsylvania National Bank Monongahela,Pa.Checking Account No.042-394-981 (Emergency Fund)19.2P 2.Western Pennsylvania National Bank Monongahela,Pa.Checking Account No.041-381-186 (Used Car Account) 252.99 Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X 20,000.00 .'.~It ... RCC-3D ' comroN'I'"EALTH OF PENNSYLVANI A. 'T1UNSFER INHERITANCE TAX l~~SIDENT DECEDENT SCHEDULE "c" TRANSFEIlS (1)Did decedent,within two years of death,make any transfer of any material part oJ:.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 him~~lf to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)ltO (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's health at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)__~II~OL-__ (a)Was there any possibility that the property transferred might return to transferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at time of decedent's death?__ (5)Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)_~N~o~_ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)110 (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)No (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or no)No (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no)__ NOTE 1:The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2:If answer to any of the above questions is yes,set forth below a description of the property transferred,it's fair market value at date of death,dates of transfers and to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if trans- fers are claimed to be non-taxable,also submit detailed statement of facts on which said claim is based. NOTE 3:List applicable property below in manner in which provided in Schedules A,B,or E. ITEM DESCRIPTION NON E MARKET VALUE (Estimated)DEPT.VALUATION (Dept.Only) Insert this total opposite "Transfers",Schedule "C"in the "As Reported"column on the last page of this return. ."-.'. •RCC-~8 ~aMMONWEALTH Ov PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY INSTRUCTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the decedent. Description of Property,Date of Acquisition,Name I unit Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,where Real Estate.! Percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest L All of the following items were held in the nemes of the decedent and Dorothy E.Lazzari, his wife,as tenants by the entireties:Vh: ctrJ/V 1.Parcel of ground having erected thereon ! / a one-story brick dwelling house located V in Carroll Township,Washington countY~K ~ Pennsylvania.Acquired on July 3,1964 ~AlI7" See Washington County Deed Book No.11 ,(ttyVV Page 210. 2.1.1.5 Acres of land situate in Forward ~~" Township,Allegheny County,Pennsylvania,l L having erected thereon a two-story brick garage building and showrooms.Acquired July 6,1960.See Allegheny Deed Book No.3864,Page 4.5. 3.Western Pa.National Bank,Monongahela, Pa.Checking Account No.H04-1-392-161 4.Western Pa.National Bank,Monongahela, Pa.Savings Account No.31143 .5.Pgh.National Bank,Monongahela,Pa. Savings Account No.1011 6.Monessen Federal Savings and Loan Ass 'no Monongahela Branch,Monongahela,Pa. Account No.s200622 Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return.NONE t .,'L ".,.............I ,. "RCC-37 (12-63) CO:\t:\ll)~\\'E:\I.TH OF PE;,\~SYYL:\NIA TIL\NSFER 1~IIEHIT:\!'\l'E TAX RESIDENT DEl'EDE!'\T SCHEDULE "D" BENEFICIARIES s, - BENEFICIARIES AND ADDRESSES RELATIONSHIP I SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH Dorothy E.Lazzari Wife Yes Residuary Estate b~,Q CrefJ~y;ewp~no~ James D.Hamilton Stepson Yes 240 shares connnon!Fourl:n _~l:reel:~Xl:ens J.on stock,Lazzari MotorMonongahela.Pa. Inc. ,. \ h Deponent further says that all the above-named beneficIaries are living at this time except below: NAME DATE OF DEATH RESIDENCE L OF THE ESTATE OF ~IATTER OF THE APPRAISEMENT Will Administration t No. P.-<THE year . (Executor-Administrator must complete "As Reported"column #1.) Cl ...,'"'d ~ '"''"'(l)(l) 0 Il>'"'e:..Vl ::l Vl Vl Vl 0...,......::l '"'d(l)e:..'"''"'Il>Vl 0x'0Il>'"'d (l)cr"'"''"'~0 ~'0 tTl (l)..., en ~ ~'<Il>~(l) ...\~ ·,..·- • J William F.Lazzari........................,.... Deceased Late of ..:M<:>~().Il:&.ll1:le la County of Washington -, .-~j ::.::-;U _c::; REPORT ANrt::A!'!8i\ISAL::-:::, :::(~~~-,.~[~i ~:;~[~:****** enc:::~~>-~ en en en Jo< ()(')(')?"'?"'::::r' r5 ~~~ ':2:-:;::-o ..-~en :(I)~~ (l)_'O~o...,.....(l)c.. :C:::N0:0~;. (l):0:0:0:. :0o .: :N:0.. :8:0:.oo " '-....:t..J !~...,.-.!:! ~,'J '""., q c;;:,;.: --,;..t) ~:;~~~ o _ 0-"::__ :r ;:;--; --0 r-(::;,»en Commonwealth of Pennsylvania Adrian V.Sannier,Esquire ******./. Walter S.Spragg,II,Esq.~.,RJ:>:J::-411 Washington Avenue (\:\:)\\3 •v;;.~"Charleroi,Pennsylvania ~~r.Iv..,~.15022 3 ',~~::l Q r.B c.. 0IIL.. Form RC C-I0....,'., OFFICE OF TME REGISTER OF WILLS OF -:W;.:...&=.'.::..o..:.;:b..::l..;,;a:..:!!,~t;.....:o:....::.ft.:.-.-_COUNTY AND AGENT OF THE COMMONWEALTH ~j ~&9-f fl tj, STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALLOWED IN., THE SUM OF $. DATE APPROVED . Register of Wills,Ag.~t / ESTATE OF 'tilLLXAM V.LAZZARI Wasbington CountyLATEOF. June 21..1969DATEOFFILINGAPPRAISEMENT-DATIi OF DEATH -=-_ DATE NO.OF NAME OF PAYEE REMARKS AMOUNT VOUCH"" 1.29 69 Russell Ma~ino..RGo.PJ:obato ot Will 20 SO Services in '-29 69 Guy R09<U:S Pxobatinc Will IS 00 8-04 69 Wasbin.gton Count"Rcpot:ts LGoal Advea:tising 14 00 8·a6 69 D :1 'r<J J:.-t;Ct n 1.$9&1 Advetti.sing 12 .so~;:t .. Welte.s.Sp1:agg,II Atto.nGY'1 'fie 700 M Jobn H.Millex t J:r.B'CEcutoX·s Fee 100 00 5-1.9 10 Russell Malino.Rea.Sbo~t Cer:1itieate ~Oft Bebout &Yobe Co.tl'u.nexal Sxnensee 1 ..021 7~ i Monongabola CEtt,etery Co.Lot 300 00, ;tltlinot Monwu4;nt Co.Headstone 280 00.Rev.D.Sn)'de.Puneral Set vice 20 00 iI I I ;",'. '\"~ $,987 74 I COMMONWEALTH OF PENNSYLVANIA COUNTY OF Washington 1'"Waltet $..Spiag9t 1'.HEREBY CERTIFY.THAT.TO THE BEGT OF I\oly I<NOWLI!:DGE AND BELIEF,THI!:FOREGOING IS A J~SIlrD TRUE STATE.MENT OF DEBTS.FUNERAL EXPENSES AND EXPENSU OF ADMINISTRATION SUBMITTED TO THE ESTATE OF W am F.Laz2!:ar 1.DECEASED.AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. IUltU-t--v J ~,/6/flr-L Waltet S.Spxagg,II (L.S.) SWORN AND SUBSCRIBED BEFORE ME THIS DAY 01'Docembot 70 Attoxney tOI:the Bstato 0118__ A:J//tl4.:t-~rin::Vi'~William F.La2uu:u:l KATH:i{IN::TLRICK P bl'c,'n i"",\\~,hir~tonCo-Notary U Ie...'.oJ . .~-.r-j"1... ,My Cv ~:711.:.:iJn i:t.1.lli...'5 1-\~i.1 _L..-, Form ~C C·lO, OFFICE OF TME REGISTER OF WILLS OF _W..:...:...::a-:s;;..;h:,:.;::.1·_n.....q....t:.,.o:.,.n-'-__COUNTY AND AGENT OF THE COMMONWliALTH &J _~9-tff c' STATEMENT OF DEBTS AND DEDUCTIONS DEDUCTIONS ALI.OWED IN ,.-./110 1/1/~7Y THE SUM OF $_ Dm~~11 Register of Wills.Agent ESTATE OF WILLIAM F.LAZZARI Washington CountyLATEOF_~..:..::.=..---=::....:..::......__:...:...:.:..:.:;..:.,::.-_ June 21,1969DATEOFFILINGAPPRAISEMENTDATEofDEATH---.:._ DATE NO.OF NAME OF PAYEE REMARKS AMOUNTVOUCH!;'" 7-29 69 Russell Maxino Reo.Pxobate of Will 20 50 Services in ,~007-29 69 Guv Rooexs Probatino Will I 8-04 69 Washington Countv Repoxts Leoa.l Advertisino 1..1.00 8-26 69 Daily Republican Legal Advertisinq 12 50 I Wa 1 ter S.Sora.ao II Attorne\J'c:j;'pp '7()()()() John H.Miller.Jr.Executor's Fee 7nn nn 5-13 70 Russell Marino.Reo.Short re""H -fi ("'~+p A n() Bebout &Yohe Co.Funeral Exnpnspc:1 a')1 '7A Monongahela Cemetery Co.Lot 300 00 Quinet Monument Co.Headstone 280 00 Rev.D.Snyder Funeral Service 20 00 (~~-I/~~~r:-(~t/M J~C'tJ~v vV·VJ '-- ----L----~.-~£flt~1t; n<~-=::':----. r~,987 -~74 . COMMONWEALTH OF PENNSYLVANIA }so:'--~ COUNTY OF Washington I,Walter S.Spragg,II HEREBY CERTIFY.THAT.TO THE BEeT OF MY KNOWLlli:DGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES 01' ACi.:INISTRATIO:J"SUBMITTEC TO THE EST",TE OF William F.Lazzari DECEASED.AS DEDUCTIONli f"OR INHERITA.NCE TAX PURPOSES.w~~~~g1,dII-_. CL.S.l SWORN AHD eusSCRIBED BEFORE ME THIS f-d..DAY OP' q~~le~Attorney for the Estate of William F.Lazzari'()~~l KI\THfRi:C TURICK Notzry Publ'c.Cll.;r!eiC:".f:J ',.as'lington Co. i.iy Commis~ion Ex~ires April 22.:.>]4. R CC-8\(2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT .Tghn H.M:i J J er,sIr, -------- IN YOUR REPLY PLEAOE REFER TO a7-243-1 I! In Re:Estate 0 f _-.:l...,fJ..·!]J..]J..JJ..'aQJmIll.....BL;<.·&0'~Lwa~z"'Zal::l.,r.L.:.1J..·_ _____--"'l'll.<:lal..i:su.,buj.l.D4;g:,..L.tLloOu.DL.-County -File No.63-69-8$1, Dear 1.fr.Hiller, You are hereby notified that the __~o~r~l~·g~l~·n~a~l~__ appraisement in the estate of ~Tilljam B,I,azz.pr; has been filed in the office of the Register of Wills qf Washington County on January 15 ,19-2l.Said appraisement reflects the follOWing valuations: Re alEst ate _--'-~-=",...",..-==------ Personal Property ~2~O~,~O_O_O~.O_O _ Transfers ~.,.__-_ Tota1 --=2::.::0::..'1,...:::O:.::::O~O.L.O~O~_ 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. Dat e __.:::..Jan~u~ar~y--=1,",5~,--'l=.,9"-J7i..=1=--_ DATE OF DEATH:June 21,1969 Note:This is not a bill. Signed Title AlFRED TOST,APPRAISER I .. RCC-39 (5-681,. COMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Lazzari (Last Name) "\'J"i11iam (First Name) B. (Initial) DATE OF DEATH 6-21-69 FILE NO.63-69-884 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of 'VJashington 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". o 1 ~I 0-LiJ",.v~INHEITANCE TAX APPRAISEtR 1-15-71Dated:__-=--..=.<'----1.-=-_ 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 20.000 00 20,000 00 $20,000 00 20.000 00 VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$-------+-- 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 FOR USE OF REGISTER ONLY Tax on $--+__2% Tax on $~o Tax on $----------+--'s%" Tax on $---------4--10% Tax on $15% ~e~tiMs * Total Estate -+..__ TOTAL TAX COMPUTATION OF TAX $-------+-- $--------1-- $-------+-- $-------+-- $-------4-- $..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 $------ AMOUNT OF ESTATE TAX ASSESSED $--~-~I- Estate tax paid $--Il- BALANCE DUE $1_ Add interest at rate of 6%from t= -------1to-----$-------1 TOTAL TAX BALANCE $-------l PAID $-1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will..l No. Admimstration ~ IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..\'1:[IJ..I.P.l~1.J3~..I,.AZZiU1.1 . Deceased Late of...MONONGAHELA.. County of ..WASHIl\[;-.TON .. ! Commonwealth of Pennsylvania REPORT AND APPRAISAL .:~ ~\ ;,, ,. COMMONWEAL.TH OF PENNSYL.VANIA DEPARTMENT OF REVENUE HARRISBURG IN YOUR REPLY PLEASE REFER TO ,Director Bureau of Coun~y Collections Depart~ent of Revenue Finance Building Harrisburg,Pennsylvania Re:Estate of William F.La.zzari Date of DAth 6.21...69 County of Washington State File No.63....69.884 Dear Sir: Pursuant to the memorandum of February 25,1958,concerning valuation of closely held business interests,I herewith request your advice concerning the value of the following: A.Corporations NAME OF CORPORATION BUREAU USE ONLY TYPE OF NO.OF INVENTORIED VALUE SUGGESTED VALUE SHARES SHARES UNIT ·TOTAL UNIT TOTAL 1;LAZZARI MOT(\RS.INC. 2. Com 240 83.33 3. B.Non-Corporate Interest NAME OF BUSINESS ORGANIZATION TYPE OF BOOK BUS.ORG.VALUE INVENTORIED VALUE SUGGESTED VALUE Remarks: Very truly yours, ~J~ Inheritance Tax Appraiser County of Waphington ;'-;J _..J .~~ " ,...-......,.-...,~.."l\~"""]1 •~....~~I~ ,a ,.........._~I_~...i..:at~li1::..I~.b J~f~~,~..-.."+f 1 '\o':LlJ_~1t_ ~-'Enclo,Sed~i's"',t-,he,..,.a.v.a~.,a~';be-f~anCial.d,~ta for all requests under."B"t above and I awaIt yo adVIce befo~e appraISIng any of the above·descrlbed r"'~'f")O"V""'D n'"assets."I"'/,v'~'LJ'/l"•i '::"~""". Fonn RCC -4?";'RI Fonn RCC-2 DEPARTMENT OF REVENUE ,~)~ BUREAU OF.COUNTY COLLECTIONS HARRISBURG,PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Jan.uary .l.5..,1.971 . COUNTY }:h~:.§.h.:iJ.1gt..Qn ..., FILE NO 9.2..~.~.9.=7..J::. Whereas..Wt.~J.t.~t)?.~~9.-.~.~.9.-:r..L late of H.o.nQpg9.JwJ.i:'l:.. in the County of Wa.s.hingt.an Commonwealth of Pennsylvania.having died on the ?+.~.t.day of ~W1.~19.9.9.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~~~~p r~.Q~.~,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 Values Made for Inheritance Tax Purpoles $ f-Il{h'.'-i[lI\TA T,: SAA ~onv of schedule "B"attached to apnraisemerrt 20,000 00 Total 20,000 00 ,", "j';:. : ...............................Penna. ... Vl.Ci,~b.:i,pgt.9.n.County .( RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ................William...La.z.z.ari.... Deceased. Late of N9nWlgM~l<:l.,. Date of Death,?::::?l.:.??....... Appraisemel!t Docket Vol.~7" ,•••.••...••.••..A•.••••.••.•.••••••.•••••••.••••••••• Page,~43~J No 9.3:7.Q9.':~$.$4 . Filed in Register's Office,J.:C3:P:.!J.2.J9TL.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f1'Om Appraisement,. Entered and charged,.. 'r-". PETITION FOR REFUND of Transfer Inheritance Tax. IN RE: ~3-6f-?Y~ TD-.37-06fJ -1 SST.0't4WAM F.LAZZARIwaohinetohCounty John H.Miller,Jr._&s:ecutor J Docket No.1-13,954 ~ ,~ ~~/(1 AND NOW TO WIT September 2$,,A.D.1971 ,I certify that the following is the action of the Board of Finance and Revenue of the Commonwealth of Pennsylvania .in this matter: llAnd now to wit Septelnber 17 t ,A.D.1971 Refund is hereby granted in the amount of $1.275.94" BY ORDER OF THE BOARD OF FINANCE AND REVENUE GRACE M.SLOAN,State Treasurer and Chairman J.SHANE CREAMER,Attorney General C.DeLORES TUCKER,Secretary.of ,the Commonwealth ROBERT P.CASEY,Auditor General ATTEST: ROBERT P.KANE,Secretary of Revenue . ...........................i1v.1f4 .l~.. Secretary,Boar~:anceand Revenue Copy mailed to:Valtel'S.Spraga,11 Attornoy at taw 708 Pallowfiald Ave.•Dox 114Charleroi,Pee 15022 ran on September 23.1971