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HomeMy WebLinkAboutOC1969-0904 - ESTATE OF SCHAFER..PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form J .................WJ~.~!AM.J{~~RX ..§.C.ijA~~:R.. Deceased No J?~~9.~:_:'.~Q.1 _xJt. Fiduciary ~!.~r~~~~~~~~~.~t..~9.h~J~~..~nd .~.~~.~y.~~.~~~~~~.~~J~~. Date of Date of Decedent's death J.U.l.y....JJ~.,...~9..6..9 Grant of Letters Augus.t 1.,19.69 . This is the l.tr.$.t ~D.Q...F.i!l~l account filed in this estate If there have been former accounts filed in this estate,list file number or number and term . ...............................................................Naoe . Election to take Date Election Place of; Under or Against will.(cross out one)Filed 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) ~No.If answer yes,name them . Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris Mary Schafer Daughter-in-law -----Philip Schafer ,,'I-J Grandchild ,(Leroy SChafer~~Grandchild~hir1ey Schafe~Grandchild ___Anna Mae Thropp Elmor~~~'Grandchild Evelyn Thropp ~.,.,_•.)~w\t».Grandchild Clifford Everett Schafer Son ."z.,~-(Henry Arthur Schafer Son Lf")(YO r c- Anna Schafer Thropp Daughter ~()-tJ-l),t;.O William Roy Schafer Son I LCk/,O-O. i 1 "'l ..,....1-&--~7ll ,J~_It.--..'f...--I'I -J Specific Specific Specific· Specific Specific Specific 1/4 residue 1/4 residue 1/4 residue 1/4 residue None. None. None. None ., Born 2/1/1951 11-lf"'l II· Born,4/11/1957":~.J.: Born 11/27/1949 z..o l,t.<. Born 12/18/1951~.~ ( List,if exceptions to above: None. 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.~. If any exception give cause:~C?~.~. File copy of Notice and date of maiIing CUpy o.f..No.tiC.e..a.t.tache.d...her.et.a.,...ma.il.ed..March...l8.,J.91'o ,." 1 Is estate subject to the filing of a Federal Estate Tax Return?~~~. Actual payment made on Pennsylva~ia Transfer Inheritance Tax.Amount $.50.Q OO .($.52.6 .3I cre.dit). , If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . None •.__- -_--_---------..--_..__-------_------_------__-------______.-_--_------___..--_..--.----_.-.._------------ Give Names and addresses of all unpaid creditors .who are legally entitled to notice,together with the amounts of such claims;state wh.ether 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 requiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication: Minors (other than Anna Mae Thropp Elmore)in paragraph 2 of Will have parents as natural guardians,but have no legal guardians and no other estate requiring a legal guardian.It is requested that bequests of Leroy,Schafer and Shirley Schafer be awarded to their father,Henry Arthur Schafer,as their natural guardian,and bequest of Evelyn Thropp be awarded to her mother,.Anna Schafer Thropp as her natural guardian.It is requested that bequest of Anna Mae Thropp Elmore,wed to John Elmore,be awarded directly to her,on her own receipt therefore. The amounts of gifts to the four children as recited in paragraph 3 of the Will are correct,and should be taken into consideration in awarding the residue ~~~mcJQmtxWCXbmXK!xRXXOOXlKgx!&,1xmt~Rmc~KXUx:~H!ltX1Q~1t~~k~~~ID...SX~ xuril:~~ili~xx~mc~eOOom~H~~~~~~~~j,£~ under said paragraph 3. Balance for distribution per account, Itemize any additional debits not shown by account:$.!~!.~.~!.~.~~. - ~) .-.~ Total additional debits (Add)•,.r-J ~ Itemize any 'odditional creaits not shown by account: Clifford'Evere~t Schafer,Family Exemption Tot~JI additional credits (Subtract) Balance for distribution $. $1.1.Q.9Q~.9.9.. $.AQ.,.9.~1.t.~2 . If balance for distribution is not in cash,list each item held in kind;giving appraised Value (or distribution Value); Cash • • If Family Exemption claimed by Petition,give place of Record:N.one ·······.···.··. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:. Claimed and paid as hereinabove to son,Clifford Everett Schafer,a member of the same household as decedent. List any advancement or distribution on account that has been made,and nature and amount of same: August 7,1969,to Anna Schafer Thropp,per attached receipt, September 19,1969,to Henry Arthur Schafer,per attached receipt, $150.00 $300.00 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: I (a),$1,000.00 to Mary Schafer,per paragraph 1 of Will. (b)$500.00 to each of five grandchildren,per paragraph 2 of Will,and as requested hereinabove. (c)Residue to the four children,per paragraph 3 of Will,adjusted for lifetime gifts as set forth therein,and for advancements of $150.00 and $300.00 hereinabove set forth. AI I," ,II (,I' COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly §i.wg~n doth depose and say that the facts set forth in the foregoing petition are true to the best of ~~.~?:-~_knowledge and belief. ..~.Wg.~n to and subscribed before me this..l~t dayof M~y.l9 1.0. Signature of Officer..~«c;.ILd..(!;~ Title of Officer•.....J:Q.@~;..~:..~A~.~Q~~.NQT~~Y ..~.~~~.J.~. WASHINGTON,WASHINGTON CO.,PA. Office expires MY..C.QM.MlS~lO.~.J.~P.lR~~..~WT:J?J.J~?~. And your petitioner will ever pray,etc. r!1~rk5~~~,:v_ ~-~~~--------- •!'"~~t~..'!''!''"'!'~..~..":"~~!".""""~'"'!''!'.. No..~.?:,:.Q.~:7.9.Q.4 ___..A.A. Estate of...W.~....~_~.__~9.~~.¥.~R~...~1§'9._J~lJ.9wn as WILLIAM HENRY SCHAFER.........................- - -..-_.-.-._Ii~~~~~~d··· Fiduciary...c..li.ffo.rd..E.1le.r.e.tt...scha.:f.er .~~.~..~~~.~Y....~~tP".~;t;'...~~.h~.f.~.:r.~_..E~_ecutors 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:porag raph b-c;and divisions thereof:shown on pages 23-~4. 1.Written praecipes of ali"'C,?unsel 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 Wi II. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return ifes- tate is subject thereto. SAMUEL GOLDFARB Attorney ~2 , l I ! ·'Vd "00 NOl~NIHSVM S1111-/\;.W d 31SI~30 Ot~IH71'f Ti?SSfHJ £h 2;}ld li i Hnr OLto:f -""},,J-i 11_J _._--..-o,--.-~_~~~~~i~-~~~~;'· ,:""\' •Jl U .'.J \'" "' ESTATE of \'1:~,B:~SClAJ'Bl t a180 MO... WILLIAM way SOIAfI.,DlQlA8D IN THECOlWOIf PL.'IAS ORPHANS'COURT OF WASHINGTON COUNTY, PENNSYLVANIAM._,' KO.:68~69...904 NOTICE OF ACCOUNT AND AUDIT You are hereby notified that the fiduciary,whose name appears below,has filed an account as such in the Office of the Clerk of the Orphans'Court and Register of Wills for Washington County,Pennsylvania,at the above number and term,and that the same will be called and presented for audit before said Court in the Court House, Washington,Pennsylvania,during the week beginning."18 ,19';'0 . C11.10,.I ..re'~"bat&r,,",n ' ,,'.1,,t.:I,.,,1 1 t I .".'._,)L ~'.1....t ".! ~ ExecutorS SAMUEL GOLDFARB ATTORNEY FOR ESTATE 514 WASHINGTON TRUST BUILDING WASHINGTON,PENNSYLVANIA 15301 --,·-i'--------------·-......--~--------·-----Jl ~_c;.'._. (!!ommouUtta1t4 of ,tUUSYIUaUia.}ss.l"ts~ingtut1 atuuntg, KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,III the County aforesaid on the 7th day of August A.D.19 69 ,before me, Russell Marino ,Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington,in the Commonwealth of Pennsylvania, the last Will and Testament of w.H.SCHAFER a/k/a WILLIAM HENEY SCHAFER late of Cross Creek Township in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and CLIFFORD EVERETT SCHAFER and HENRY ARTHUR SCHAFER the Executor s in said Will and Testament named,having appeared before me and taken and subscribed the oath of office prescribed by law; NOW,THEREFORE,I,Russell Marino ,Register as aforesaid,do grant these LETTERS TESTAMENTARY,unto the said CLIFFORD EVERETT SCHAFER and HENRY ARTHUR SCHAFER committing unto them the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring them to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety days from the date hereof,and to render a just and true account of said administration at the expiration of six months from the date hereof,and to regard and comply with the provisions of the laws of this Commonwealth relating to inheritance taxes. IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal of said Office at Washington,this seventh day of August in the year of our Lord one thousand nine hundred and sixty-nine .....~~_. Register ~- , •,~ 11lrttrrs IDrstamrutarl1 ESTATE OF ..._W_!_.J:t~._._~QHAr._~.._..?:li;g___. WILLIAM HENRY SCHAFER, .......-----..-----------.---.-.-.DEC.EA.SID _. ~2 /,T"-ORNEY AT L,A"W III' II I I, LAST WILL AND TES'l'A~IENT I,Vi.H.SCHAFER,of Cross Creel:.:Township,Washington County,Pennsylvania,being of sound and disposing mind,memory and understanding,do hereby make,publish and declare this my Last Will and Testament,hereby revoking and making void any and all other Wills by me heretofore made. 1.I give and bequeath the surn of $1,000.00 to my All the rest,residue and remainder of my personal<:>oJ. Ii daughter-in-law,MliHY SC}U~FEn,wife of my son,Clifford Everett I Schafer. IIi 2.I give and bequeath the Stilll of $500.00 to each of II my folloWing named five grandchildren:PHILIP SCH/LFER,LEHOY 'II' II SCHAFER,SHIRLEY SCHATER,ANNA rJAE 'rHROPP and EVELYN 'l'HROPP. ,I il!I11 . i estate I rrive,devise and bequeath as follows:An undividedd' ,\J • "'1 :;one-fourth to each of my four children,namely,CLIFFORD EVERETT II SCHAFER,.RENHY AIi.THUP.SCHAFER,ANNA SCHAFER THROPP and WILLIAM II ROY SCHAFER,subject to the follOWing adjustment.All of myI I children aforesaid received money or equivalent value from me in my lifetime,and it is my desire and direction that said sums or eqUivalent received by them shall be charged up to their shares gave them in my lifetime to this date are as follows:Clifford Everett Schafer,$725.00;Henry Arthur Schafer,$4,700.00;Anna il Schafer Thropp,$2,000.00;William Roy Schafer,$1,200.00. III,iI,4.All of my real estate,I give,devise and bequeathIi as follows:An undivided one-fourth to each of my four children,I namely,CLIFFOTID EVERETT SCHAFER,HENRY ARTHUR SCHAFER,ANNA All bequests and devises herein shall be ~ree from I SCHAFER THROPP,and WILLIAM ROY SCHAFER. " Ii 'i IIII II [antiCiPation,assignment,pledge or obligations of tbe respective I legatees and devisees,and shall not be subject to any execution or attachment. i!....~. hereunto set my hand andhave I hereby appoint as Executors,my sons,CLIFFORD I direct that all inheritance taxes and Federal IN WITNESS WHEHEOF,I 7. 6.II,Estate taxes,as may arise from any source by reason of my death, i Ibe paid out of my general estate as expenses of administration. Ii IIIIII EVERETT SCHAFER and HENRY ARTIIUR 3CHAFEH,and direct that no II security shall be required of them in any jurisdiction for any "II purpose. !IifIIIi., I:seal this U -:::~day of _!la:7',,£,&,.£:,,...,.•"''",1969. Iii ~-}V J<}~;.'0 III r:t~\':--<:/:;---\,f~\~~-,"-• I Y ,,'7IIl/(SEAL).II ----- Ii 'II II,III Signed,sealed,published and declared by the said llwo H.SCHAFER,to be his Last Will and Testament in ou~presence,~~o at bis request and in bis presence and in the presence of eacb i other,we believing him to be of sound and disposing mind,memory II :I:and understanding,have hereunto subscribed our names as witnesses. II 5~~vv~oa~f~--Il-L__, IIIiI, i II Ii I'Ii I'I' I! I i Ii., ; il , I " Affi~auit ®f £xrrutnr (@r A~miuistratnr @ltntr nf 'rttttsyluntttn,t ss: C!1DUttty Df Bnsl1tttgtl1tt \ P 11 b f h de ·d h'Notary Public .d f 'dersonay e ore me,te BIf J.¥:Nfia a'1tvw¥~,t:e""S·cna·fe·r""a·na ..····..·····..·····..·····m an or Sal County and State,appeared HeJ;)..r.¥A;r;'.thu.r.s.c.ht~~;t'who,being duly sworn according'to law,deposes and says that they ~he executo1SWK~~of the estate of ;.ll'¥ta~g·~~~~y·~·S~'·~~~·r ··..· · · ·deceased,that t~!orfP.oi~c~Ref~~~c?fJWY~a complete inventory and appraisement of the real and personal estate of..W.i~l.;i.am....Henr..y.....S.cha.f,e.r., 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 Execntors .k_1nOJuXX ~ day o~=:a.:.~,:~~:.~~~:~-~~;;;..;:.this..d4...=:)~~._~ LOUISE ~~p~C;~) GT'O"\!,·?C!!I.:;~-;"r·l CO p,\ADDITIONAL INSTRUCTIONSWASHINj','·!r·.;J"".....·u,~.,I.. MY COM'MI~IO~MfitooS1~lffi.n).UI't1t>Bfiled 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 lJuneutnru auil -"tt1J/rai£lemeut of the goods and chattels,rights and credits whichW.H.SCHAFER,a/K/a were of :w..l.LLl..AM aEJSlU::S.C,H/.1..f.EB late of c..r.Q.§.§c..r.~.~~':r..QY?P.:§.h.!.P.. Washington County,Pa.,taken and made in conformity with the above affidavit. 1 j PERSONAL PROPERTY: DOLLARS CENTS Checking account,Pittsburgh National Bank Claim,Mabel Irene Schafer Estate Refund,Maybelle Manor Nursing Home 15,968 68 1,551 11 122 00 1'1,641 19 '/(p .3 -~f -/tJ ¥ ~.(;~1 Inventory and Appraisement IN THE ESTATE OF ,.. ..:w.B .s.CHAF.ER.,.aLkLa .. WILLIAM HENRY SCHAFER Filed ,.19 .. tom'.0 :::0 C-, !"!1:;Q irt c)c (j -.-. -(/') I j ~<nrn'"1\):0:f'J :-- o- j "71:-"-n...· ...-.:i>:::q i i -:::0r::3:CJ1-0 l---' 0'),0.. wr\) ~9 SAMUEL GOLDFARB ATTORNEY AT LAW 514 Washington Trust Bldg. Washington,Pa. STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ~fv~~1a~ ~/I&~'it,~. The wi1'hin named Accountan'ts being duly sworn according to law,depose and say that the above account as stated is true and correct as Jb~y.....__veri Iy bel ieve, JiSwornandsubscribedbeforemethisJ.,=-_ day of -.---92tJ~-19_I.~L . DUlSE L ~ARSO~'·~~"".•J \ WASHINGTON,WASHINGTON CO.,PA. MY COMMISSION EXPIRES SEPT.15,1973 Walshington County,ss:I do certify that I have given leg'al notice to all persons concerned of the filing of the within account in the'manner prescribed by Sta'tute and Rule of Court,as evidenced by proofs thereof filed to No.__ta_<..~::_:__7()=jO'-'-.--------. Witness my hand and official 'seal this If_0..__ .7Dday01.......c..::.~~;;;;;;';;:.: ,--IJ-\kegister of Wills F I LEO, ~10 tlAH I6 PN 4 I ~ RuSS ~!\~UHO iU:SHSltR OF'~'PllS WASHlixGTON CQI..•lP'JL o...,...o""' 1- '. -' " COURT OF COMMON PLEAS ORPHANS'COURT DIVISION FOR THE COUNTY OF WASHINGTON,PENNSYLVANIA IN THE ESTATE OF ) ) W.H.SCHAFER,also known as )NO.fu 3 -&f'-IftJ L/ ) WILLIAM HENRY SCHAFER,DECEASED ) The FIRST and FINAL ACCOUNT of Clifford Everett Schafer and Henry Arthur Schafer,Executors of the Estate of W.H.Schafer also known as William Henry Schafer,late of Cross Creek Township, Washington County,Pennsylvania. The Accountants are charged as follows: "------ Inventory The Accountants claim credits out of the assets of said estate as follows: Register of Wills,Letters and 1 Short Certificate Washington County Reports,advertisement Letters Observer Publishing Company,advertisement Letters Register of Wills,filing Inventory Speakman Funeral Home,funeral Register of Wills,on account inheritance tax Kurtz Monument Company,stone lettering Register of Wills,Short Certificate Annex Pharmacy,account J.Paul Proudfit,services Washington Hospital,account Clifford Everett Schafer,share Executors'commission Henry Arthur Schafer,share Executors'commission Samuel Goldfarb,Attorney for estate Notaries Register of Wills,filing Account R E CAP I T U L A T ION TOTAL ASSETS TOTAL CREDITS BALANCE $17,641.79 20.00 14.00 14.00 3.00 1,170.00 500.00 14.00 1.00 12.87 10.00 10.50 380.00 380.00 1,000.00 6.00 $ $17,641.79 3,550.37 $14,091.42 Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) Estate Notices The Register of WiHs has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors OJ' Administrators or their Attorneys. •• •• •••••• •• •• ••• PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiail legal periodical for said Washington County,published weekly hav,ing its place of business at Washington,Washington County,Pennsylvania, and is acting as its agent in this behalf;that the said WASHINGTON COUNTY REPORTS.was established on March 31,1920,and was designated as the official legal publication for Washington County,Pennsylvania,by order of the several courts of said County,dated November 11,1920;that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published,which appeared in the said legal periodical in its regular issues on the following dates: !SCHAFER,W.H.,a/k/a WILLIAMHENRYSCHAFER,Dec'd. ~ate of Cross Creek Township,W8.$h-mgton County,Penna. Executors:Clifford Everett SchaferR.D.1,Hickory,Pa.15340,HenryArthurSchafer,Box 249A R D 1EightyFour,Pa.15330 ' • . ,~ttorney:Samuel Goldfarb,514 W8.$h-mgton Trust Bldg.,WashingtonPenna.' ~~------~~_-r ... ...............~ug~Js.t.14..f 21.,..z.8..f.),.2.6.9.. that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of this id it as to the time'm and7/erof the publication are true.0:;',W .f!::1...:.. Editor Sworn to and SUII~~~.E!;~!-:!!!!!JJ:US----- .....23.t~.,.y ~f ~J.!.gllS.:t ,19 .!;",~L ................~a... //otary Public KATHERINE C.YARD,Mllta Public Wallhlngton,Wlshl"ilton Co.,PL My Commission 'lplrC' Novombor 1,1COG 3Jn t~r (@rpl1nun·Olnurt nf Ilan~iugtnu mnuut!} In the matter of the Audit of Account in J Estate of W.H.SCHAFER,also known as WILLIAM HENRY SCHAFER, Deceased TO THE AUDITING JUDGE: 63-69-904No.,,X!KXXX2GKXX Enter__.:cm:=.yL...-appearance for·__~A~c=-c=_::o__.:u:::..n----=t...:.a.::...n....:....:.t...:.s'___=___ N.B.-Counsel shall,by separate paper,present a concise statement of each claim,with supporting calculation of any interest claimed.Objections to an account as filed,shall be concisely stated in a separate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. 19 70 No.63-69-904 ,~~J'xx~;K?cX In re Audit of Account in Estate of W.H.SCHAFER,also known as WILLIAM HENRY SCHAFER,Deceased AUDIT Jrarripr for i\ppraranrr FOR Clifford Everett Schafer and---------- Henry Ar~~Scha~r Iii __».rn ::t:".J ....._..,.,.. C/)Q c::c..Executors:.'v ~-;------- <'l?u')=='Account~t~~--[11~:::.t;>(~---~.~--- ~0 _;.t.::J I···."0'"o __;:;:..::r ~~::0r----z-.--.~-ur-ol>(/').-.~ SAMUEL GOLDFARB Attorney .~$.i~2 \Observer -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In compliance with the News,paper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,55:•...••..••.. Pe~sonallyappeared before file,a Notary Public in and for said County and State,Ri.~.hg.rQ.$..!!G.QW..~JL ,who being duly s,worn according to law,deposes and says that he is the s..~.~..r.e..ta.ry . of the Obs'erver Publishing Company,a PenI1s,ylvania corporation,and,its agent in this behalf;that the s,aid Company is,the owner and publisher of the Observer-Reporter,succ'essor to The Washington Obs'erver,established September 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspape~of general circulation,printed and published and havin'g its place of busines's at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and publIshed continuous'ly for more than six months'prior to the publication of the notice hereto attached;thrut the printed notice or advertisement hereto attached is a copy of an official advertisement,official notice,legal notice or legal advertis,ement,exactly a,s printed or published in the Obs'erver-Reporte,r in its regular editions on the following d,ate or d'ates;. ............................A:.~g~.§.t ..J.~..L..J.9.9:D.4.~.6..~.l..9.6..9._. that neithe'r tb!e affiant nor the Observer PUblishing Company is interesrted in the subject matter of said notice or advertising and that all of the aUega- ~~~n~~~.this affidavit ~s...t.o...t.~~...ti~.~:z::;al._~ EXECUTORS'N )TIeE Estate of W.H.SCj AFER.also' ,known as WtLLIAl'!HENRYiSCHAFER,deceased late at Cross Creek Township.Washlnr.tt'n Coun.1ty,Pa.'r Letters Testamentary upllp the abovl'estate having been granted tol the.undersi~ned,aU prx''I!1s havingclaImsagamstthll'est;:e are re'I,,quested to make known the sametotheundersignedor-his attorney and ell persons indebted to the de.cedent are requested to make pay., ment to the undersigned withoutIdelay., CLIFFORD EVERETT SCHAFERI R.D.1 IHickory,Pa.15340 HENRY ARTHUR,SCHAFERBox249A.R.D.1 Eighty Four,Pa.15330 I Executors \SAMUEL GOLDFARBAttorney ;51.4 Washington Trust Bldg.JWashington.Pa.153111 .69189·'I'ucs,·3t Sworn to and W.267!52 subscribed before me this...2.6...day of.Augu.s.t....1969 :M?~~~~~m WASHINGTOfj,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6,1972 - -, ~n t4r Qtnurt nf Qtnmmnn 'lrus nf lIusl1ingtnn Qtnunty. Jrttnsyluuniu.®rp4uns·Qtnurt llittiainn ESTATE OF No.63-69-9011 William Henry Schefer s/k/a In the matter of the Firs t and Final Account of eli fford ElJ8P8tt Sehafer &Henry Arthur Sch8fer,Executors SCHEDULE OF DISTRIBUTION 11,771.22 10,771.22 11,271.22 500.0 1 ...~ Russell Marino,Agent,Transfer inheritance tax, Mary Schafer,daughter-in-law,legacy, ADJUDICATION AND DECREE And now June /0 ,19--2.0-,this matter came on f~r heari.n9, audit and distribution at this session and testimony taken;and thereupon,upon due con.slderatlon thereof the balance for distribution in the hands of the Accountant is determined to be $13,091 •'12 and the account is ac cordin 9Iy confi rmed;and it is o~dered, 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 flied sec.reg.or an appeal be taken herefrom sec.leg. Balance'_ Balance per account ._ Attorney·S!.lOSWID.u,lliLliA'-.IJ"'--J,G.uO.J,.JuO....fl-la.r&,,;.b""--_ Deduct Clerk's Costs &Receipts.s _ Philip Schafer,grandson,legacy, Additional credit asked at audit '0,:,:,\ Leroy Schafer,grandson,a minor,legacy,funds to be deposited in the First Federal Savings and Loan Association at Washington,Pennsylvania funds not to be withdrawn,neither principal nor interest accruing thereon until the minor reache the age of 21 years or upon further order of the Court, Shirley (Cheryle)Schafer,grandaughter,a minor funds to be deposited in the First Federal Savin s and Loan Association at Washington,Pennsylvan!ia funds not to be withdrawn,neither the-principal nor interest accruing thereon until the minor re ches the age of 21 years or upon further order by the Court, Anna Mae Thropp Elmore,granddaughter,a minor, having reached the age of discretion,legacy, 10,271.22 9,771.22 '- 0 ~::s Z 3J ...?~W n '"""0 ::s- O c (1) ~t:Y '"""a 3~.(1) /55 ~0 0 0................(1)_..., "~0.~~........~-to. ~'"""_.:::r 1\Q (1) t ".....r ;:: II ~ & s~ ti~~ !l'\l,JI ..;:l""U}<l:O'-J'c...f"oo..l ::::-1a:~~::0;;L .:4 (.)...~:s::u.. a 0 :z ....J c C X I--- W -...,+.Ll ,r ·...:tJ'<".f-Z':;0=(JJ V)-1 =(/)-:r,--:>;::)C!)r.f).0:.::I"U , c::l <t. 1.:.L c:::::>-.:'r-~.... ." Anna Schafer Thropp,mother and natural guardian of Evelyn Thropp,granddaughter,a minor,legacy Add-For accounting purposes-advance on distribu tion made during the lifetime under paragraph 3 of the will, Clifford Everett Schafer,son,1/4 residue,cred t to be taken by the accountants for funds advance prior to distribution by the Court, Henry Arthur Schafer,son,contribution to equal ize distribution, Henry Arthur Schafer,son,1/4 residue,credit t be taken by the accountants for funds advanced prior to distribution by the Court,' Anna Schafer Thropp,daughter,1/4 residue,cred t to be taken by the accountants for funds advance prior to distribution by the Court, William Roy Schafer,son,1/4 residue,credit to betaken by the accountants for funds advanced prior to distribution by the Court, 500.00 $9,271.22 17,896.22 No balance ,,. 0 »:J z6/.....,n'!=!~~n .... 0 :rc:CD :J 3--fir *v-+.010-~0 0 ::+."'"......CD......0~.....~....~:rCD t :: r4N~ tl!eI~~~~ ('y..:::r (/)«0z ...J 0..t',.J ---1 e.c:3:0:.c ~0..0...:'£'-1_--0 0 ...... 0 ~,_J c.r::to- ll..J .......l.l.l ('.,91.LJ f-Z:n::v')U).I :l U)-:c-:J :::>0 (/)-a::::ltJ <fc::::l CC :::I·r-..4-... ...~-... ,. COURT OF COMMON PLEAS ORPHANS'COURT DIVISION FOR THE COUNTY OF WASHINGTON,PENNSYLVANIA IN THE ESTATE OF W.H.SCHAFER,ALSO KNOWN AS WILLIAM HENRY SCHAFER, DECEASED RECEIPT FOR ADVANCEMENT AND NOW,this 7-1b-day of August,1969,1 do hereby acknowledge to have received the sum of $150.00,as an advancement on account of my distributive share in the above estate. J -_._...~ COURT OF COMMON PLEAS ORPHANS'COURT DIVISION FOR THE COUNTY OF WASHINGTON,PENNSYLVANIA IN THE ESTATE OF W.H.SCHAFER,ALSO KNOWN AS WILLIAM HENRY SCHAFER, DECEASED RECEIPT FOR ADVANCEMENT AND NOW,this Iq.t>day of September,1969,I do hereby acknowledge to have received the sum of $~OO.OO,as an advancement on account of my distributive share in the above estate. &~/~H~thur Schafer IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS'COURT DIVISION ESTATE OF WILLIAM HENRY SCHAFER,a/k/a W.H.SCHAFER,DECEASED ) ) ) ) ) NO.63-69-904 R E C E I P T KNOW ALL MEN BY THESE PRESENTS,that I,MARY SCHAFER, do hereby acknowledge to have received from Clifford Everett Schafer and Henry Arthur Schafer,Executors of the estate of William Henry Schafer,a/k/a W.H.Schafer,deceased,the sum of $1,000.00 for the legacy awarded me under the Decree of the Orphans'Court of Washington County,Pennsylvania in the above estate dated June 10,1970. WITNESS my hand and seal this h~day of Jv\y ,--,1----- 1970. Witnessed: (SEAL) ~-----~-------------------~-~ ., IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS'COURT DIVISION ESTATE OF WILLIAM HENRY SCHAFER,'a/k/a W.H.SCHAFER,DECEASED ) ) )NO.63-69-904 ) ) RECEIPT KNOW ALL MEN BY THESE PRESENTS,that I,PHILIP SCHAFER, do hereby acknowledge to have received from Clifford Everett Schafer and Henry Arthur Schafer,Executors of the estate of William Henry Schafer,a/k/a W.H.Schafer,deceased,the sum of $500.00 for the legacy awarded me under the Decree of the Orphans' Court of Washington County,Pennsylvania in the above estate dated June 10,19'70. WITNESS my hand and seal this _,,+-_day of~/974 19'''/0. Witnessed: IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS t COURT DIVISION ESTATE OF WILLIAM HENRY SCHAFER,a/k/a W.H.SCHAFER,DECEASED ) ) ) ) ) NO.63-69-904 R E C E I P T KNOW ALL MEN BY THESE PRESENTS,that the undersigned does hereby acknowledge to have received from Clifford Everett Schafer and Henry Arthur Schafer,Executors of the estate of William Henry Schafer,a/k/a W.H.Schafer,deceased,the sum of $500.00 for the legacy awarded Leroy Schafer,grandson,a minor,- under the terms and provisions of the Adjudication and Decree and Schedule of Distribution in the above estate dated June 10,1970. First Federal Savings and Loan Association at Washington,Pennsylvania IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS'COURT DIVISION ) ) ) ) ) NO.63-69-904 R E C E I P T KNOW ALL MEN BY THESE PRESENTS,that the undersigned does hereby acknowledge to have received from Clifford Everett Schafer and Henry Arthur Schafer,Executors of the estate of William Henry Schafer,a/k/a W.H.Schafer,deceased,the sum of $500.00 for the legacy awarded Shirley (Cheryle)Schafer,grand- daughter,a minor,under the terms and provisions of the Adjudi- cation and Decree and Schedule of Distribution in the above estate dated June 10,1970. First Federal Savings and Loan Association at Washington,Pennsylvan"a IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS'COURT DIVISION ESTATE OF WILLIAM HENRY SCHAFER,a/k/a W.H.SCHAFER,DECEASED ) ) ) ) ) NO.63-69-904 RECEIPT KNOW ALL MEN BY THESE PRESENTS,that I,ANNA MAE THROPP ELMORE,do hereby acknowledge to have received from Clifford Everett Schafer and Henry Arthur Schafer,Executors of the estate of William Henry Schafer,a/k/a W.H.Schafer,deceased}the sum of $500.00 for the legacy awarded me under the Decree of the Orphans'Court of Washington County,Pennsylvania in the above estate 1970. dated June 10,1970. WITNESS my hand and seal this ~day q ~ Witnessed: IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA, ORPHANS t COURT DIVISION ESTATE OF WILLIAM HENRY SCHAFER,a/k/a W.H.SCHAFER,DECEASED ) ) )NO.63-69-904 ) ) R E C E I P T KNOW ALL MEN BY THESE PRESENTS,that I,ANNA SCHAFER THROPP,do hereby acknowledge to have received from Clifford Everett Schafer and Henry Arthur Schafer,Executors of the estate of William Henry Schafer,a/k/a W.H.Schafer,deceased,the sum of $500.00 for the legacy awarded to my daughter,EVELYN THROPP, a minor,under the Decree of the Orphans'Court of Washimgton County,Pennsylvania in the above estate dated June 10,19'/0. WITNESS my hand and seal this '3r::'-day of Jv\y , 1970. Witnessed: ~~~~SEAL)Anna Schafe~ Mother and natural guardian of Evelyn Thropp IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT JHVISION ESTATE OF WILLIAM HENRY SCHAFER,a/k/a W.H.SCHAFER,DECEASED ) ) )NO.63-69-904 ) ) R E C E I P T KNOW ALL MEN BY THESE PRESENTS,that I,CLIFFORD EVERETT SCHAFER,do hereby acknowledge to have received from Clifford Everett Schafer and Henry Arthur Schafer,Executors of the estate of William Henry Schafer,a/k/a W.H.Schafer,deceased,the sum of $4,474.06,less advancement of $725.00,in full of the amount awarded me under the Decree of the Orphans'Court of Washington County,Pennsylvania in the above estate dated June 10,1970. WITNESS my hand and seal ·this :::>e:t'day of _J_J_l...j.Y~__' I1970. Witnessed: IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF WILLIAM HENRY SCHAFER,a/k/a W.H.SCHAFER,DECEASED ) ) )NO.63-69-904 ) ) R E CE I P T KNOW ALL MEN BY THESE PRESENTS,that I,HENRY ARTHUR SCHAFER,do hereby acknowledge to have received from Clifford Everett Schafer and Henry Arthur Schafer,Executo~s of the estate of William Henry Schafer,a/k/a W.H.Schafer,deceased,the sum of $4,700.00,with adjustments for advancements and overpayment, in full of the amount awarded me under the Decree of the Orphans' Court of Washington County,Pennsylvania in the above estate dated June 10,1970. WITNESS my hand and seal this J'~day of Jv ty ,--"",---1970. Witnessed: .' IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF WILLIAM HENRY SCHAFER,a/k/a W.H.SCHAFER,DECEASED ) ) )NO.63-69-904 ) ) RECEIPT KNOW ALL MEN BY THESE PRESENTS,that I,ANNA SCHAFER THROPP,do hereby acknowledge to have received from Clifford Everett Schafer and Henry Arthur Schafer,Executors of the estate of William Henry Schafer,a/k/a W.H.Schafer,deceased,the sum of $4,414.05,less advancements of $2,150.00,in full of the amoun awarded me under the Decree of the Orphans'Court ofWashington County,Pennsylvania in the above estate dated June 10,19'10. WI'fNESS my hand and seal this ,,)#day of _J~v_l+r ' 1970. Witnessed: .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION ESTATE OF WILLIAM HENRY SCHAFER,a/k/a W.H.SCHAFER,DECEASED ) ) )NO.63-69-904 ) ) R E C E I P T KNOW ALL MEN BY THESE PRESENTS,that I,WI.LLIAM ROY SCHAFE , do hereby acknowledge to have received from Clifford Everett Schafer and Henry Arthur Schafer,Executors of the estate of William Henry Schafer,a/k/a W.H.Schafer,deceased,the sum of $4,474.05,less advancement of $1,200.00,in full of the amount awarded me under the Decree of the Orphans'Court of Washington County,Pennsylvania in the above estate dated June 10,1970. 1970. i -tb-J.,1WITNESSmyhandandsealthis__~day of ~~v , I Witnessed: L_ .( ,..' ., ~ G·'\:Id t."·!"I r•1'1 I c,"'11'j'C''!I~,l~Vv IV•••VI.0 .•1'l"'l\ S,ll h'.\~;a (J J 1S ;~)3l:1 I~I ON!~'~{;';T1J:;Sri;J "'-.....".~ '.'.",.•-,-..r.:.'.".. ",,'.fjr'~!~J:.,l'!.f... oJ'V '·,vf(w •.'~I,II ,.l ,,'~I 0\I'1":~"~,#:...1 ~I '\'t', I \. ,.. / IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA. ORPHANS'COURT DIVISION WILLIAM HENRY SCHAFER,a/k/a Schafer,deceased.The Executors are Clifford Everett Schafer and Henry Arthur Schafer and the attorney is Samuel Goldfarb. TIME: No.904 of 1969 ) ) ) ) ) ) ) ) )) Number 904 of 1969,the estate of William Henry Thursday,May 21,1970,at 10:00 o'clock A.M., EDST. HEARING ON AUDIT SAMUEL GOLDFARB,ESQ.,of Washington,Pa., representing the Accountants. THE HONORABLE P.VI NCENT MARINO,JUdgE of the said Cou rt. BEFORE: Deceased. ESTATE OF IN RE: ~W.H.SCHAFER, ~.J>-enZ ZIIIQ, Z~l!IZi:VI«~ titI-~ABPE,f\RANCES: .J« Q D:l., ~til viIl:~Il:o~THE COURT: l-ll::loU ..I«U ii:I&.o Mr.Goldfarb? MR.GOLDFARB:May it please the Court,I have here the Audit Petition,together with the necessary attached instruments.There are no debts or claims of any kind.The balance is cash.I might (all to the Court's attention a couple of items with res pect to the Will. The Will provides for bequests of $500.00 to eac of five grandchildren;four of them are under age.One of the gran~- children is 20 1/2 years of age and is married.And we request that the bequests be made directly to her on her own receipt. As to the other three minors,they have no other estate which requ·res a guardian.We request that the payments be made to their parents as natural guardians. THE COURT: minors? MR.GOLDFARB: What is the a pproximate distribution to thcs e It's just $500.00 each.See,they are specific bequests of $500.00 to each and there is one other rnatter.The bal nce goes to four children equally,but requiring adjustment fOr advance ments and gifts made by the decedent-testator in his lifetim e to the children.It's all set forth in the Audit Petition.I think there is adequate balance to make the proper adjustments so that each child receive~ the same amount from the testator,both after death and including VI hat was paid in the lifetime.I think it will be clear enough in the Will and the Audit Petition. THE eOURT: MR.GOLDFAR B: THE COURT: Are there any outstanding claims of any kind? No,Your Honor. Is there anyone else in Court interested in this decedent I S estate? (NO RESPONSE) THE COURT:The audit of this account is ordered closed by the Court. (AUDIT CLOS ED ) '...,......~~,------1t--------:-----...--_--...:.-_--------:----l._- -.1 boroby cortify Umt the prroeecdm.so and evidence Ore contoin . fully ana o.ceurotely in tho lU)teo tcltCi1 b~:;"'I~on the hcnrJ.c3 of tho above (J. iii o.~vo count:!10 bo?Cby approvccl and directed to be filQd. II:IIIt-Il:oII.IIIII: l-II:'::loo .J0(oiL.I/.o :!:z;eoooo,end tbot UUD copy to ,0 COiT'Cctt:wonooeript of tho DOme. >-VIZ Z IIIII. ioI;z iUlI( ~ t E Q tuIi::l.., ~III • ,, J.. ..::.:~ t-........,;1#• ."__---------.L•...~• '-'..---. Form RCC-33 RESIDENT DECEDENT .,...... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF J 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.Inheritance.an!l.E.state Tax Act of 1961.) :iI1iA:==~~:%f~;~:.~:~~~EOF........Count..y}:~:::XUAB;;:&«mDc;F(State f1\l1 name of decedent)Cross Creek.To~~ShiPd Late of ..Was l.ngt.o .. State of ..:...PENNSYLVANIA Coonty of WASHINGTON ...................................} ss: ..........,_. ....9!.i.::.~.~.9.~.4.~.Y~.~.~..~.1:~.~h.~~.~.~~.!!4.:I:J:E3g~y A.:r.:~.~~.:t.'~.~h~J~.~. ~K of the estate of the above-named decedent being duly sworn,depose and say .ExecutorS Decedent·cUed July.........,,. (Month) ~~)~...,19~=;)....{~~~;;Ving a last will,copy of which is hereto attached.} :~:;::~;':::~::,t::::::::::::;;:::}·~~:i~~~i;;;~;~;~~ii:~~:~=_······.••.••••.•.•••..•••..•.......••..••.....•...••..•••...•...•...•.••..•..•••• That as such ..~~~~.P.::E9.X~deponent fs familiar with the affairs of said estate and the property con- (lj:x(~p.utor·Adminj8trator). 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 JOINTINWHICHDECEDENTRENTEDASAFEDEPOSITBOXINNAMEORNAMESOFHOLDERSTODECEDENT Nonp- That the contents of said safe deposit box or boxes are itemize~under Schedules of this return,with the exception of the following,for the reasons hereinafter set forth: That Sc.hedule A attached hereto and made part hereof sets forth full v and in··detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein.It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death,giving the amount still due at death,name of mortgagee,date,rate of interest,and book and page of record thereof.It also sets forth in the columns provided therefore the assessed valuation of each of said parcels,the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death;all moneys left by the decedent at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks of deposit,savings banks,trust companies,or other institutions,whether indiVidually,or in trust for any other person or persons giving also separately the accrued interest thereon,if any,down to the last interest day prior to decedent's death in the case of savings banks,and to the date of decedent's death in all other cases;all bonds,postal saVings,treasury certificates or notes and other evidence of in- debtedness'of the United States to tHe decedent;all obligations,whether by statute or'a?reement they are designa~ed ~s tax free,of the United States,or any state,or political subdivision there~f,or of any foreign count~y,which are owned at the time of death;all wearing apparel,jewelry,silverware,pic- tures,books,works of art,household furniture,horses,carriages,automobiles,boats,and any and all other personal chattels of whatsoever kind or nature,left b'ydecedent,together with the fairly estimated market value thereof;all bonds and mortga~es held by decedent and of all claims due and OWing decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money I of which decedent died possessed,of whatsoever nature,with 'interest thereon,if any,giVing the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death,with the market value thereof at such time. ...,_' In the case of securit"ies 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 mark~t v~lue thereof,any other property owned or bequeathed by the decedent at the time of death. The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's death,in contemplation of decedent's death,or intended to take effect in possession or enjoyment at or after death,said schedule sets forth the nature and value of such property,to whom transferred,the relationship of the transferees to the decedent,the proportionate share received by each transferee and all other facts of a pertinent nature regarding said transfers.In the case of transfers intended to take effect in possession or enjoyment at or after death,there is also attached to the schedule a co~y 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 individually or jointly,by the will,deed,or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death,the nature of their res- pective interests,their relationship,if any,to the decedent,together with the ages at the time of decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also contains a statement showing which of the beneficiaries named in the decedent's will,if any,died prior to decedent,the dates of their death,their issue,and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property,real and per- sonal,owned by the decedent jointly with another or others,including intangible,standing in the name of the decedent and others,plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty,plus the name,address and relationship,if any, of co-owners to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claimed for and on behalf of this decedent's estate,including funeral expenses paid; family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli- gi~us services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of death;taxes accru~d charge.able for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of Wills,and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A","B","en,"E",and "F"as directed therein,· have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this . !7~~//1_,..............0..:........................day of ~!19..6.:..2. ~S~Ry~~-····· WASH!NGTm~,WASHINGTON CO.,PA. MY COMMISSION EXPIRES SEPT.15,1973 NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached.Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (1-6111 COMMONWfALTH OF PENNSYLVANIA DE'PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEpENT SCHEDULE "A" .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 hl:'ld by the .de.cedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo'."wealth of Pennsylvania should be (1)(2)(3)/described by lot and block number,street and street number,together with DEPARTMENTageneraldescriptionoftheproperty,with a reference to the record of the ASSESSED VALUE VALUATION conveyance by which the decedent took title;If a farm state number of a·FOR YEAR OF ESTIMATED CAUTIONcres;also statement of mortgage encumbrances 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 Insert this total opposite "real property",Schedule IIA"in the X X X X X "As Reported"column on the last page of thi,s return. None 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 anyundistributed estate of or income from any property held in trust under the will or agreement of another,even though located outside of the State,at the time of death,should be listed in this schedule. Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION No.List and describe fully VALUE MARKET VALUE (Do not write in this space), Checking account,Pittsburgh National Bank 15,968.68 ..... Claim,Mabel Irene Schafer Estate 1,551.11 >~. Refund,Maybelle Manor Nursing Home 122.00 """ Insert this total opposite "Personal Property",Schedule "B"in X X 17,641.'/9 the "As Reported"column on the last page of this return. RCC-3D COMMON'\K\LTH OF PENNSYLVANIA Tfu\NSFER INHERITANCE TAX ~SSIDENT DECEDENT SCHEDULE "c" TRA.N SFEIlS (1)Did decedent,within two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)No (2)Did decedent,within two years of death,transfer property from hi~~f to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)_ (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at time of transfer _ (b)State of decedent's heal th at time of making the transfer.(Note 1). (c)Cause of decedent's death.(Note 1). (4)Did decedent,in his lifetime,make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no)~N~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)~N~O~_ (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 enjo.,xment of or the right to income from the property transferred? (Answer yes or no)__1'4_CO _ (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)~N~O~__ (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)~N~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 c01lld 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)N...o"'-_ 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 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. ~c c-;;0,. CCM\It};\lWEi\LTH OF PENNSYLVANIA en \\'",;'Flt rXHFlUT,\NCE TA\: n,F~IlW:\T DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I:'\STRl'CTIO!'iS: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 l.mder 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 "8",plus date of acquisition,and the name,address and relationship (if any)of co-o-wners to the decedent. DescriPti~;of p;operty,Date ofAcquiSit-ion,-N-~rne-l-unit r-perce~t~g~-'--Estate- Address and Relationship of Co-Owners,and Place i Value Share Valuation of Record of Instrument,where_Rea!_~~tate._!J_____ DEPARTI£ENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Savings Account No.23996 in PittsbUrghl National Bank,McDonald,Pa.office,Io~ne!l Wi1 4!:1966~in names of I~aeil:t aiia lion,eITfford Schafer.I Balance at death $28,435.58.1/2 taxabfe Property Interest 14,21'1"'9~ Ii I I I I I ,I ____________________________--1.""11.--____i Insert this total opposite "Jointly Owned Property",Schedule "$14,217 ."b,,J1 in the "As Reported"colW1ll1 on the last page of'this return.C__ L RCC-37 (12-63) (,O~f~tONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DATE(If step-children or INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this,fact.)OR NO BIRTH Mary Schafer Paughter;..in-1i w Yes Over 21 Beauest Philip Schafer Grandchild Yes Over 21 Beauest Leroy Schafer ~randchild Yes 2-1-51 Beauest Shir1ev SchafP-T't;..........h;lti v.:>c:!4-11-57 .,..,.,+-Anna Mae Thropp Elmore :Irandchi1d Yes 11-27-49 Beauest Evelyn Thropp :Irandchi1d Yes 12-18-51 Beauest Clifford Everett Schafer Son Yes Over 21 Bequest Henry Arthur Schafer Son Yes Over 21 Beauest Ann::l ~,.h!>T.:>...._.n!:1l ",.,.h +"'..,.v",,,..Over 21 .,..,. ~-William Roy Schafer Son Yes Over 21 Beauest ( h Deponent further says that all the above-named beneficiaries are living at this time except below:None NAME DATE OF DEATH RESIDENCE '-'"f-'~ OF THE Deceased ESTATE OF ...,""0 ~ ~~~~~Sl ~......~.......::s ""0t:S ('l)$l>....rl ;;l .......g l-'""0 ('l)«,g ~ .('l)o :4-~~ Po ~Ho~ (!)~:lrl-~ (Executor-Administrator must complete "As Reported"column #1.) trlCIl....$l>et C1....oCIlCIl..., ~ $l>cr'(b CZt1 ¥Year &./. P.ii'THE t No. w.H.SCHAFER,a/k/a WILLIAM HENRY SCHAFER ~IATTER OF THE APPRAISEMENT Late of ..CrossC::t'e.e.k:.~()YlIlsl:1iP. Will Administration Commonwealth of Pennsylvania County of W:,;l.SllJIlgtOIl:. REPORT AlS.D APPRAISALcr.:>c, u;;) ;;0 fTl::::O G)C:::-r.n<.f)(j)-1-"fT1;-:- ;Di- D'""':""'" "i1:;; ~:::o r2:.0en <-"'.,, r~1o r,"l ('0 --0:::;: i\5 -f-t r--I r""Ii! o CJ'lc:: ~~_:>-:en .~:(")-.~-.><:~W W W;:r ;:r ;:r .::C"5 ~>II •:t.z:l :: :-.-.--~~"*~~~ ~:1-':1-' I-':H::-:'1 >- '",.,.CIl 00 l~:m .~.-i:1l :1-':t :H::-I ('l)..... U):...:J .:1-''g,-, •:.:..... t11 ...:J '-.J ....('l) 00 ,(.0 :(Co c...- \olJw SAMUEL GOLD:f'ARB ATTORNEY AT LAW 514 Washington Trust Bldg. Washington,Pa.15301 ~~"*~--~:",'."'..>-~.~.~.'":~.~..~.t:l .~:"-. .~.8-L; .~..~.....-~.~.:~ .~.:l, """'. co: .~.c... R C C-Sl (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEAOE RI!"IER TO 37-245-4 NOTICE OF FILING OF APPRAISEMENT CLIFFORD EVERETT SCHAFER &HENRY AHTHUR SCHAFER J In Re:Estate 0 f WI.u=.lJ~.,IA~MO.!:.l_"HEr=·'\i~TR~"Y~S:.::C~H~A::.F.:;ER::;'=--_ _____·_W:.:.;A:.::S::;;;H.:.::I::.:.N:.::G:..::TO=N~County - FHe No. Dear Mr.Schafer: 63-69-904 You are hereby notified that the original appraisement in the estate of William Henry Schafer has been filed in the office of the Register of Wills qf Washington County on December 29 ,19.69.Said appraisement reflects the following valuations: Real Estate _--'-__~_~~~~=-__ Personal Property 17zE41..7J._. Jt.He1~~U,J.-211...t19_ Total 31,859.58 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 ap~raisement may appeal therefrom as provided by law. Dat e __-"'-De....c....e=mb=e:=.r-=29~,...1::...9""'6:..<9 _ DATE OF DEATH:July 18,1969 Note:This is not a bill. VALUE AS REAPPRAISED $-----~-+-- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. REGISTER OF WILLS COMPUTATION OF TAX TMENTS computation of tax by the Register of Wills,for proper reason, for County,Pennsylvania,do respect- imed by deponent,except as to those items where a greater or hedule "F",which greater or lesser amount represents the sum __DATE OF DEATH_7:.--_1_8-_6_9__FILE NO._6_3_-6_9_-_9_04_ 8 31,859 58 TED VALUE AS APPRAISED 9 $17,641P= 14~217rfg- RITANCE TAX APPRAISER aiser in and for the County of 1'lashington real and personal property as reported in the forego,jng return at he right in Schedules "A","B", "C",and "E". E REGISTER OF WILLS UMMARY I .. •{CC-39 (5-66) COMMONWE~LTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX S RESIDENT DECEDENT._- Estate of SCHAFER,WILLIAM H. (Last Name)(First Name)(Initial) REPORT OF INHE I,the undersigned duly appointed Inheritance Tax Appr Pennsylvania,do respectfully report that I have appraised the the values set fort.h opposite each item in the last column to t Dated:12-29-69 07-18-69 , REPORT OF TH I,the undersigned duly elected Regis ter of Wills in and fully report that I have allowed deductions in the amounts cIa lesser amount is set forth in the last column to the right in Sc allowed as a deduction. Dated: INVENTORY VALUE AS REPOR I Real Property (Schedule A)$ Personal Property (Schedule B)17.641 7 Transfers (Schedule C) Joint-Held Property (Schedule E)lL,217 7< TOTAL GROSS ASSETS 11.859 5: Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities ........e ,•••••••••$ ~~ ESTATE TAX ASSESSMENTS $ - FOR USE OF REGISTER ONLY Tax on $2%$ Tax on $®$ Tax on $5%$ Tax on $10%$ Tax on $15%$ Exemptions * Total Estate, ~.TOTAL TAX $I• Less tax previously paid $ BALANCE $,Less 5%of tax if paid within 3 months after death $ BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from to AMOUNT OF ESTATE TAX ASSESSED $ Estate tax paid $ ~BALANCE DUE Add interest at rate of 6%from ~to,TOTAL TAX BALANC PAID FOR USE OF REGISTER ONLY ADJUS ,.NOTE:Where subsequent adjustments are made to the above same should be noted below,with short explanation. ij~ ~~~i~f!"!" Will IN Administration ~o. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF )lI.L.L.IAM HENRY SCHAFER Deceased .,. Late of . County of ....c.aOS$..Gl1.;I!;I!1(.'I'Wp.• WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL .~ Fonn RCC-2 .... COMMONWEALTH OF PENNSYLVANIA DATE December 29,1969 -'........................................!.............................................................,••••• DEPARTMENT OF REVENUE ~~ RESIDENT INHERITANCE TAX COUNTY •................w.'3.:.~.h;4.1K~,.9.!1 .......................................fmREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO......................§?:.??=.~?.~...................................... Whereas,..................................W.il..l.;i,..f!m....H.~.n.r.y ...$..9.h~..:f.~.~.........................................late of Cross Creek Twp................................................................................................................, in the County of .........................................W~9.h.;j,..ngt.OO ............................................................Commonwealth of Pennsylvania,having died on the ................................J.,$....t..h..............................................day of .................................~.~;r................................69 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,.............................W.,..R.,......G.h.g,D,\?y......................:...........................................,an appraiser duly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future Interest. Unit Appraisement ,Description of Asset Values Made for Inheritance Tax Purpoles $ PERSONALrr:y : Checking account,Pittsburgh National Bank 15,968.68 I Claim,Habel Irene Schafer Estate 1,551.11 Refund Haybe1le Nursing Home 122.00 17,641.79 17,641 79 JT.HELD: Savinf.'s Account in Pittsburgh National Bank, McDonald Office,McDonald,Pennsy1va nia,in the names of William Henry Schafer &Clifford Schafer.14,217 79 II Total 31,859 58 fonn~~~t,bl:~::rb~worrl·~r~~~'~.~o~~~~~;~h~t'"~r:;;~;p;r~is ..?:..~~~/i/;J~ lfJ.J'-.J(Number an reet) ...............,:;.-:...........:'·:t.':A...........................................................................,Penna. ((Pelt Oftlee) J WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of vlILLIAM HENRY SCHAFER........-. Deceased. Late of .............................CRQS.S GREEK TWP.~. Date oj Death,~.ll..1.:y :l::?~..~.9.~9.. Appra£semellt Docket Vol~,37.. Page,?:4.5.-::-.4 No...f?':?.~.fl1..~.9.9.4 · . Filed in Register's 0 ffice,p~q.~1:>..E::T ?.9,19..9.9.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut A ppra.isement, Appeal j,.om Appraisement,. Entered and charged,. ~c.,: , '- AND AGENT OF TNE COMMONWEALTH OF __W.""A......S...B....lc::;N:.;::G:.:TO::.=N:=...-_COUNTY OFFICE OF TNE REGISTER OF WILLS DEDUCTIONS ALLOWED IN j THE S~M OF $.(j~f~..'.!] D"rc::Ji~fjO Register of Wills,Agent 0 STATEMENT OF DEBTS AND DEDUCTIONS ..•Form RC C·lO ESTATE OFaS WiLLIA11 BERRy Cross Creek TownsbipSCHAFER,DECEASED LATE OF Washington County..h. DATE OF FILING APPRAISEMENTD...lS:le....c......~2i1Ll12ilL',.......1....9~8.M9~_DATE OF DEATH JulY 18.1969 AMOUNT 20 00 14 00 14 00 3 00 1,170 00 14 00 1 00 12 87 10 00 10 60 380 00 380 00 1,000 00 8 00 15 00 /tL+O p.,() -13 a{) REMARKS Attornev for estate Account services Share Executors'commission Share Executors'couuniesion NAME OF PAYEE ~llfford Everett SChafer ~aehiD~ton SosDttal Benry Arthur Schafer Sa.muel Goldfarb cr ..Paul Proudfit.Dr. lNotaries NO.OF VOUCH';" !A.Dne2C Pharmacy Account $peakman Funeral Home Funeral ~gister of Wills Fi11ng Inventory 1D"",..-4Qf:ar nf Wills Short Certificate ~urtz Monument Company Stone lettering Resister of Wills Filing Account DATE Letters a.nd Regis.ter of Wills 1 Short Certifioate----r---t------i~=~-~--------+--------------+----+-- _..__t-_+-_-iW:.:.:la:!.=:S:::h:::l:.::::I)(~;t·to=..:n::.......:::C::.::O:.;:UD=-=.tYL...:R::.::8!,1.P::.::IO:=:I'...:t.=S_....j....::A:.:d:.:V.::;e=..7!.:.;ti::s=.::e::::m::::e:=D:.::t....;Le=.'=-t:.:t::.::e=r.:s~_~_--=.~~:..- pbserver Publishing Co.Advertisement Letters -----r---t---t--------------1--------------.+---+--- ExecutorsLOorSEl.CARSON,NOTARY PUBLIC WASHINGTON,WASHINGTON CO.,PA. MY COMMISSION EXPIRES SEPT.15,1973 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF VlASHINGTQN.80:.Henry A:rthur Schafer ExecutorsWeCliffordEyerettSchaferand/.'..HEREBY CERTIFY.THAT.TO THE BEaT OF NY KNOWL!DGE AND BELIEF,THE FOREGOING 18 A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE OFW.H.Schafer,also known as DECEASED,AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES.William He r.hafpr .,,-1-1- -/l ~==tf4~~CUL.Q''fl,rV~~~::::·{.~·'L~(J'~~f:=f¥-~::'-~_(L.S.) AND SUB~eRIBEDBEFORE ME THIS "DAY OP'~(:tl~~~~~~h9:....-18'lSi-