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HomeMy WebLinkAboutOC1969-0942 - ESTATE OF MOROSCOQ!ommouwra1t4 of ,rUU5111naUia,}.£l£l.Dht£l~in!ltutl muuntg, KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,III the County aforesaid on the 21st.day of A.D.19 6 9 ,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 James C.Marasco late of Ea.st Washington in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and Tress M.Marasco trix the Exec~III 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 Tress M.Morosco committing unto Her the administration of all and singular the goods and chattels,rights and credits,which were of said deceased,and requiring Her to exhibit a true and perfect inventory thereof into the Register's·Office,at 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 .a~,~ashington,this 21st. day of III the year of our Lord one thousand nine hundred and Sixty Nine ~./l'....................................................................................._/2~o Register =s$.t ~.....=.~0a() II.rI)~0 0.....UI ~N tS:l ...0 t~«l2il5l...(/) UI • tS:l (.) $.t rI)~.....CD.....a~~~ ~,,. J January 2.1960 .!I "This is my last will.I give.bequeath and devise to my wife,Tr.ess M Morosco.in~complete and perfect ormership all my right and property ,.of every claim and nature.'.<!hether real,personal.or mixed,i-Therever situated,appointing her executr~estate.without bond a*d giving her seisin therofn ~-------~~'c.,_~/O~•/,,'Iii.,'c~,...-=,I /'---"j'"c".,:.1::l ,·-L •.c./,I 't..(/'7 (~_,~ ··"-.._.~ames.C.Morosco ...-II \.r Si'gned in the presence of II! D·1 I.(1./!:4[~~/~):d~_\ -Q':;::.~'J;,"~'d .\~f ''??c:..._'_/.('/-"....~,i,~c.--vj ,I /: Dated Jan 1--1960 I I I .... ---.. .1' i; Ii I) " '.:I .- _J , II i .I ". ,.~ /.// I.1 l.~,, 1 1j tiI _./'1i}.I'I I :1 I :1 -1\ffi~auit OOf fxrrutnr OOr 1\~miuilitratnr J ----, @ltatr nf 'rllunyluautu.iss: C!!nuuty nf lllanl1tugtnu \ Personally before me,the undersigned authority,a N.Qt.a;r.,Y.P..l.lQ.1.1.c in and for said County and State,appeared l'.r..e.s.e M .M.or.O.a.C.O who,being duly sworn according to law,deposes and says that he is the executor or administrator of the estate of .J..ame..§Q.,M9..r..Q.~.c.9.al.kl.g.J..ame..§C..,deceased,that the foregoing schedules constitute a complete inventory and appraisement~rlh~fi.gH and personal estate of.J.ames....C.......lYlor.os.eoCa./.~'f.a~Mles deceased,except real estate out~ide 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 Administrator. day 0;~~~~~._~~;~~;~~.:~.~::;~7;.~th;,.......•.?.7..~!'..l.~~b:~.~.. ~~IJ _iJ.Executor-Administrator.:.~...DARLENE"Nic~i?iJ\~..·........·......·....·..·..··........ r..:ot~ry Public.Washington.Washlngto'fi CiJ.ADDITIONAL INSTRUCTIONS 1.~,.AAA,~QM@tiqn~sIimstrbW.tU~a within three months after appointment of personal representative. 2...1.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 3Juututnry au~!\pprai.6pwput of the goods and chattels,rights and credits which were of .;r.a.m.e.~C..t MQr.Q.§..c.Q alkL.a J..amlMe of W.§..~.hJng~g.n ;.. washingtoRColh~.g:~~9aken and made in conformity with the above affidavit. DOLLARS An undivided one-haIr interest in the partnership known as Washington Barber &Beauty Supply Co., 985-7 Jefferson Avenue,-Washington,Pa.85,000.00 An undivided one-half interest in one-half of Lot 28,Clarke Addition to Washington,Pennsylvania, with business building thereon known as 985-7 Jefferson Avenue.See Deed Book 704,page 406.15,000.00 CENTS TOTAL $!100 ,000.00 ~-JS-h ~3-(p 9..92/~ Inventory and Appraisement IN THE ESTATE OF JAMES C.MaRaSCO a/k/a....................................................................................................... JAMES C.MARASCO Filed ,19 .. ::::"J.>r~,~ (f)<7:)1;' :I ~u. -0'"1-J:.--I r--'",:;-:-rn ,- -i ~1 .'~­o 'z ~-''-Ij _.~ (:-:>~:,.o ...:::::0.--·z ""0l>U) c:::- c::l ~-t ,~ :::0 '''"'OJ-,-. :.A.\ ~ ~ -q 0-",":\ 1 o. l rn o..... L- 4hz/,~JZ9' i _2")"(/ ~11' STATE OF PEN NSYLVAN lA, WASHINGTON COUNTY,~55: ------------------------, The within named Accountant being duly sworn according to law,depose and say that the above account as stated is true'and correct as ~.~~verily believe, Sworn and subscribed before me this 2.7.th . day of Q,G.t.QJH~A'19 7-0 . 4~....b?..,.....~.~....._.. /fJ..I -·'4 ~..'A JJ 17 _).____._... . .•..../~.~. DARLENE NICHOLAS !'lotari Public.y/ashington.Washington CO. ,My .Commission E.xl!i,-e~Jjfiuar:t !L1m Wa'shington CPLlntY,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'tUite and Rule of Court,as evidenced by proofs thereof filed to No,..6..3.--::.7!J.::-:..7JI/2 ...., Witness my ha'~d and official 'seal thiS..S.?!!!:-.. day al...---------------_---------------------~-- Register of Wills IfU('"r ••1\f)oj C;i H .\I)j ,I a ...-..'"Pi r'l.\?~R!..('!C'·"'-, ,It.-V 011:1;OF WillS WASHINGTON co..PA. i\....0.......l:l '-9 ;;0.........'"'"CIil <11 'i-~~."-r:..~~0 d d o!rrl u ~o!Eo< f 1 <11 ~tIJ CI), Eo<~0:~!Ul p::::0::: ~i rrl d Cl1 0:~~~:~;~1 •..•f99~i.~cti CI)CI),~~CI):~rci~~Z ~~E-t! " ~rr r:-'n···l :.,..r....,,,",';; :"10 n"'rI....1.".78 D:~3"'.I,!01, .... Q\...;; 00 ·tryl 0).<:I.... 0.... . \ •,. .,,, ·a.J;D~sa S!Lj~U!UO!~nq!J~S!P JadoJd au!wJa.J;ap o~pa~sanbaJ All np:)adsaJ S!~Jno)aLj.l ---------- -~ / ...--------------------------------- -. J THE FIRST AND FINAL ACCOUNT of TRESS M.MOROSCO,Executrix of the Estate of JAMES C.MOROSCO a/k/a JAMES C.MARASCO,of Washington,Washington County,Pennsylvania. As Per Inventory TOTAL ASSETS OF ESTATE TOTAL AMOUNT OF CREDITS CLAIMED BY ACCOUNTANT $100,000.00 100,000.00 12,082.24 BALANCE DUE '~, \\') 81,917.76 / THE FIRST AND FINAL ACCOUNT of TRESS M.MaRaSCO,Executrix of the Estate of JAMES C.MaRaSCO,a/k/a JAMES C.MARASCO,of Washington,Washington County,Pennsylvania. The Accountant claims creditscout of the assets of said estate,to-wit: William G.Neal Funeral Home Funeral Expenses PAYEE Private nurses Ambulance Service DESCRIPTION Last illness Last illness $ AMOUNT 750.00 23.00 1,299.89 Bessire &Co.Final bill 590.00 Monument Co.Lettering on monument 21.00 Washington Hospital Last illness 3.30 Dr.John McGinnis Last illness 30.00 Bell Telephone Co.Final bill 37.72 West Penn Power Co.Final bill 36.18 English American Tailoring Final bill 157.15 Pliska's Body Shop Final bill 20.00 McClelland Motor Co.Final bill 26.50 Register of Wills Probate Will &Short Cert.31.50 Register of Wills Short certificate 1.00 Washington County Reports Advertising estate 14.00 Observing PUblishing Co.Advertising estate 14.00 Darlene Nicholas Notary fees 8.00 Register of Wills Filing Inventory 3.00 Register of Wills Filing Account 16.00 Tress Morosco Executor's fee 4,500.00 John Solomon Attorney's fee 4,500.00 $12,082.24 '.Observer .Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION In comI}liance with the News,paper Advertising Act of 16 May,1929,P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:. Personally appeared before me,a Notary Public in and for said County and State,Ri.c.h.ard...$C.QW.~JL ,who being duly s,worn according to law,deposes and says that he is the .s.e.c.r.e.t.a..ry . of the Observer Publishing Company,a J'lennsylvania corporation,and its agent in this behalf;that the said Company is the owner and publisher of the Observer·Reporter,succ'essor to The Washington Observer,established Septembe,r 18,1871,and The Washington Reporter,established August 15, 1808,a daily news'paper of general circulation,printed and published and having its place of busines's at Washington,Washington County,Pennsyl. vania,where it or its predecessors have been established and published continuousIy for more than six months prior to the publication of the notice hereto attached;that the printed notice or advertisement hereto attached is a 'copy of an official advertisement,official notice,legal notice or legal advertis,ement,exactly as printed or published in the Obslerver·Reporter in its regular editions on the follOWing dHte or dates;.. ...............................se.p.t.emb.e.r.2.6.J.Qc..t.9:b..~r ....~~:tl.<:1 ~.9..'-.~.?~?... that neithe'r tll'e ,affiant nOT the Observer Publishing Company is interested in the subject matter of s'aid notice or advertising and that all of the all-e,ga.~~~n~r~~.this affidavit as to the tim~nd characte~publication. ..~J:..~ ESTATE NOTICEEstateofJAMESC.MaRaSCO, deceased late of Washington,Wash·ington County,Pennsylvania.Letters testamentary upon the'llbO\~'estate'having been granteiito,tfj~undersigned,all persons'hav., ii'tgclaims agaInst the ,estate..,llre;requested to make known thelSame,to theunder~igned or hisc~ey ..and all persons indebted to~~e. t cedent"are requested ,to m,a,na,Y'.ment to the undersigned'h~tit delay.. -TRESS M.MaRaSCO,Executrix630,North Wade Avenue ,Washington,PennsylvaniaJOHNSOLOMON,ESQ. Attorney421Washington Trust Bldg. Washington,Pennsylvania •69227·Fri.·3t Sworn to and subscribed before me this..10...day Of....Q~~:7:1969···/#~-'(~;2!~~a·;;;;;; WASHINGTOrJ,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6,1972 .. Washington County Reports Washington,Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16,1929, P.L.1784 Sec.3,paragraphs (3)and (25). COUNTY OF WASHINGTON}SS. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the officia'l legal periodical for said Washington County,published weekly hawng 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 puhlication 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: ..............Sept.embe.x:2.5.1.9.69 . ..............Qc.tob.er 2 9..19.69... 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 ~g;:~m~~~:3Z::::.:::_:~::~~"-: ..",Editor Sworn to an subscribed before'me this .....9.th day 'of....:Qct.ohe.x::,19 f).9.::,. ............~~..:.r!t...:::,::::,.. otary'public "..':;. KATi~ERINE C.YAftD,No.uWf"- Washington,WashingtAn.ClI.,,...."My C.mml,sJ.,El,l~.~,•. NtYl"lttr 1,'.' Estate Notices The Register of Wins 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. ••••• • ••• •• • • • • •• MOROSCO,JAMES C.,Dec'd. Late of Washington,Washington County,Penna.Executrix:Tress M.Morosco,630 N.Wade Ave"Washington,Pa.Attorney:John Solomon.421 Wash- ington Trust Bldg.,Washington,Pa. '_~' t~:<tI\?:~;;~:' ,r Deceased. JAMES C.MOROSCO, IN THE ORPHANS'COURT OF WA;lHJ.N.G.'t·ONCOUN.TX ;, PENNSYLVANIA .' NO. IN RE:ESTATE OF I,' , ',v I..j .,----~ --I J , \, \ \." " -','J j , '0 ~-.. (,;M <::n '" 1"''4. QQ..: (;) '""\tXl~---1 ~) .:::0 C::>, (.;..J< '1::1::z _.~,fJl '0t'n r~ -.J ',.....,.,."'<_~~-~.,'"1}:..r<'~'.:4f:Jr-..r:-~<;;;t:"'V)::th'-:=...-~..,~I -'-iii".,,->rP1........>-f(ij.':)<r.',°0~-rj ~..o :;E ..;;0':1=Z -ar:'ol>(,t') -..',", ATTORNEY AT.LAW WASHINGTON,PA. JOHN SOLOMON NOTL.CE..OF .ELEdTIONJ,,~'>hl··:::t)'--,,_. .Cf).(;'>c:c::1::c .....(l'.C'"')_I'r\ 420-423 WASHINGTON TRUST BUILDING Ie... L>/., .h'i I'~, fy I- II L-- tJ ,~J\.p ~. IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA. IN RE:( ( ESTATE OF JAMES C.MOROSCO,(NO. ( Deceased.( NOTICE OF ELECTION TO:TRESS M.MOROSCO,Executrix of the Estate of James C.Morosco, Deceased,late of the City of Washington, Washington County,Pennsylvania. TO:REGISTER OF WILLS and CLERK OF THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA TO:RECORDER OF DEEDS OFFICE OF WASHINGTON COUNTY,PENNSYLVANIA TO:LEGATEES,DEVISEES and CREDITORS of the above named decedent: You will please take notice that I,Tress M.Morosco,widow of James C.Morosco,deceased,do hereby elect to take under the Will of the said deceased,James C.Morosco,dated January 2,1960, and recorded in the Register of ~lls Office in and for Washington County,Pennsylvania,in Will Book 108,page 370,and request that you record and file this notice in accordance with the Act of Assembly in such case made and provided. (SEAL) STATE OF PENNSYLVANIA COUNTY OF WASHINGTON ( (SS: ( On this,the 23rd day of September ,1969,before me,--------- a Notary PUblic,the undersigned office~,personally appeared Tress M.Morosco,known to me,or satisfactorily proven,to be the person whose name is subscribed to the within instrument,and acknowledged that she executed the same for the purpose therein contained. IN WITNESS WHEREOF,I hereunto set my hand and official seal. DARLENE NICHOLCiS Notary Public.Washington.Washington Ca'~ My COllllnJ~SJVll blilles JanQary 17.l~za IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION J IN RE:ESTATE OF JAMES C.MOROSCO, a/k/a JAMES C. MARASCO, DECEASED ) ) ) ) ) ) ) NO.63~69-0942 AND NOW,thisq U ORDER day of March 1988,it appearing to the Court that the above-captioned estate was brought to audit on December 18,1970,and it further appearing that the administration of this estate has not been completed,a CITATION is hereby issued upon the Executrix,TRESS MOROSCO,and her Attorney JOHN SOLOMON, to show cause,if any there:be ,why the administration of this estate has not been completed.The CITATION shall be made return- lI) C)<i.able atc-J:3~ca..m.,Thursday,March 31,1988,in Courtroom Number 3, r-l ....J : WashtngxDn Co~nty Courthouse,Washingto~,Pennsylvania,and the ~~~z ' Audi~C6~rkjf:S ORDERED to place this estate on the March 1988 Audit (.:);~::~Ll·sL.;;!c:::::~a:::u;':I: f:7-(;U) U.J <rDt'-~'->D ",,,"_.,.;:.;Idoo ;", C!~;JJ t'~_·~--,--- SAMUEL L.RODG~J. IN RE: )u IDQr (flourt of (flommou 'lran of lUanQtngtou (flounty.Jrnnnyluanta ~;(@rp11unn'O.tnurt Eliuiniolt or ita1iuu ESTATE OF JAMES C.MOROSCO,a/k/a JAMES C.MARASCO, arnlnttt~iftUa;atfl1 nf 'rltltnyluunht ~' n5:O.tnunty nf lnunl1iltg±nu To:Tress Moresco Sur Petition of:_---'c:....:o'-"ur::::.....::...t-'O:....:rd'-'C.-er _ ~rrrtiug: NO.63-69-0942 J!lr QInttttttun~inu.-----""T..I.Crew..ls::u::BL...M..,.,o.....ro~BC......OL__ that,laying aside all business and excuses whatsoever,you do file in the office of the Clerk of our Orphans'Court of Washington County,a full and com- plete answer,under oath,to each and every of the averments of the said petition,on or before Thursday ,the 31st.day of_-=-=Marc==h=-----_ 19_88_,at_----"-9---=:3'-O__0'clock~.M.,and show cause why the aAministm:t.i.on of the above-captioned estate has not been completed. and further abide the order of our said Court in the premIses, If you fail hereof,the petition may be taken PRO CONFESSO and a decree made against you. WITNESS the Honorable Samuel L.Rodgers,Judge of our said Court, at Washington,Penna.,__-"'M"""&rC""-=h ,19 --8.~. _______________Esq. Attorney for Petitioner. (Seal) IN RE: )n ~qr (!1ourt of QInmmon '1ru5 of mu.aqington QIounty,'rnn.ay[uunia.. "(@rp11UUli'QIuurt 1Jtuiliion Q.titattnu ESTATE OF JAMES C.MOROSCO,a/k/a JAMES C.MARASCO, Deoeal}e9-.ffiummouwralt11 of 'ruuliylttauta C!luuuty of iialiqtugtnu To:John Solomon Sur Petition of:-"'C=our=-t~O'_"=rd=e=r'=___ ~r~~ting: NO.63-69-0942 lnr C!lot1tmuu~Wuu,.J=-.::o=hn=-=:S.::::..:.ol::..::o=.mo=n=--_ that,laying aside all business and excuses whatsoever,you do file in the office of the Clerk of our Orphans'Court of Washington County,a full and com- plete answer,under oath,to each and every of the averments of the said petition,on or before Thursday ,the 31 st.day of_---.-:Maro===h _ 19~,at 9:30 o'clock~.M.,and show cause why-.the admini stration of the above-oaptioned estate has not been oompleted. and further abide the order of our said Court in the premIses, If you fail hereof,the petition may be taken PRO CONFESSO and a decree made against you. WITNESS the Honorable Samuel L.Rodgers,Judge of our said Court, at Washington,Penna.,the 9th.day of__--.r===---_ ____________----Esq. Attorney for Petitioner. (Seal) 1\THE COURT OF CO>l>WN PLEAS OF WASHINGTON COUNTY,PE\NSYLVA1\IA ORPHANS'COURT DIVISION IN RE:ESTATE OF JAMES C.MOROSCO, aka JAMES C. MARASCO, ) ) ) ) ) NO.63-69-0942 AFFIDAVIT OF MAILING I ·I Norma J.Wiencek on,------------,Harch 9,1988 to be placed in t}le United States Mail,First-Class Postage Prepaid, and the issuedMarch9,1988acopyoftheORDERdated-----~--'------- Citation,addressed to: Mrs.Tress ':Morosco (Executrix) 630 North Wade Avenue Washing~on,PA 15301 made subject to the penalties of l8Pa.C.S.§4904 relating to \....,...~--- - _.._.,......,.,......-_. falsific~tion to authorities. John So loman,Esq .(Attorney) 421 Washington.Trust B1dg~ Washington,PA 15301 I verify that the statements made ln this Affidavit of }lailing are t.r-ue -and correct.'~I un(i~;:~tand th·~t.-:"false statements herein are j Cltuurt uf CltumttUtn 'leas nf lIas4ingtnn Jtnnsylnanin ®rp4nnsf <!tnurt Iliniainn Cltuunty, ESTATE OF No.63-69-0942. JAMES C.MaRaSCO a~kLL _In the matter of the First &Fina] ...JAMES C MARASCO;Ace0 unt of ---=T'-'R~E=!JS>!.S~.!:lML..o._--!.:M~O.LJR~O~S'"'C.'-lO'-l,_ __________......DoLje....,c""'-=e=as..e..d~__ExeClltrix, ADJUDICATION AND DECREE BY THE COURT, A d AnTil L..19 00 h'h .fnnow'~,-=0..,t IS matter aVlng came on or hearing,audit and distributtion and testimony taken;upon due consideration thereof,the bal- ance for distribution in the hands of the Accountant is determined to be $87,917.76 and the account is accordingly confirmed;and it is ordered,adjudged and decreed that the said bal- ance 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 taken herefrom sec. leg. Balance per account _$87,917.76 Deduct Inheritance Tax paid,not reflected in account Deduct Clerk's Costs/Receipts &Advertising Ba lance 6000.0C 76.0C $81 ,84lJ6 Attorney JOHN SOLOMON,ESQUIRE TRESS M.MaRaSCO,residue 81841.7E NO BALANCE' 'V d ,.00 Nr J':.:1\..1S'i!~ ~lllM ..!f'\'"J \SI:lt! SS 01 LJtJ L Bdt/qp No.63-69-0942 In the matter of the First &Final Account of TRESS M.MaRaSCO, Executrix of Estate of JAMES C.MaRaSCO a/k/a JAMES C.MARASCO, Deceased. i\bjubitntinn nub Ittttt /)t<P ~~<1!:?L •2 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANI ORPHANS'COURT DIVISION IN RE: J ESTATE OF JAMES C.MOROSCO No.69-0942 Rose M.Pacilla Official Court Reporter Washington,PA 15301 ~ Z<l:>..J>-CfJ :'"zzwa.. Z0~<.9ZICfJ<l:~ ~()a:~en 0 ..J<l:(3 0:::J...., I~"-C\l uiII W~II ,r 0a..wII ~II:::J0() ..J<l:(3 IT:u.0 e BEFORE: DATE: APPEARANCE: HEARING ON PETITION SUR AUDIT Samuel L.Rodgers,Judge Thursday,March 31,1988 John Solomon,Esq.,representing the Accountant. :;E :-;Co. !:~.r 0: (j')C._~ -',..,.'-..,,:0 ;'!CJ.-''"'':::..,~')rJ'l~, v ..'or;1-.--(7)...-''~'""'C ~-~- c <:cz-,::D ,, ('")-::.::::3 -. 0 ,~-,.f-(0r-0 (/)l:oo GJ ~ ---:.2. THE COURT:The Estate of James C.Morosco,Tress Morosco,executrix.Mr.Solomon. MR.SOLOMON:Your Honor please,by recent letter,I was advised by Mr.Svidro the Court would consider closing this old estate out by virtue of an affidavit of the widow.The widow in this estate is deceased. setting forth the matters required in this estate and have my affidavit to the information requested in tha't letter to these matters and am presenting that for the Court's consideration. Are there any heirs I have prepared my own affidavit I do have personal knowledge of allclosethisestateout.1-- () iXI-en(5 -'<l:o(5 :::J ~THE COURT: \:::C\l <l:~She died May 26,1985.::; >-enzz UJc..z signed it and I would respectfully request the Court receiveoI-(!)zIen~ She was the only heir and I do have personal knowledge that aJl No,Your Honor.MR.SOLOMON: the matters in the estate were taken care of.She died and w who still have an interest in this estate? 0::UJI-0::oc..UJ 0:: I-0:::::Jo() -'<l:ou::LLo she left no estate. THE COURT:Anyone else interestec in the Estate of James C.Morosco?Very well,weill mark the audit closed. .-.-- MR.SVIDRO:Your Honor,should a 3. decree issue or should it be struck from the audit list? THE COURT: decree. ~* * * * **z«>...J>-(/)zzW0- Z0I-CJzI(/)«~ r:0a:e l-(/) (5 ...J«0(5 :::J--, Il-t--N uiII:Wl-II:,.00-WII: l-II: i •:::J00 ...J«0u::LL0 No,let's issue a I hereby certify that the proceedings are contained fully and accurately in the notes taken by me during the hearing in the above cause and that this copy is a correct transcript of the same. <z<>~~00zzw~ Z~The foregoing record~zI~of the proceedings of the hearing in the above cause is ~ ~u hereby approved and directed to be filed.~~00o ~<oo~~ I~N 00~w~~o~w~ ~~~ou ~<o~~o ,...'.....,,,,. JOHN SOLOMON ATTORNEY AT LAW WAS!-TINGTON,PA. 421 WASHINGTON TRUST BUILDING J ,""> '.. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA. ORPHANS'COURT DIVISION IN RE: ESTATE OF JAMES C. MOROSCO a/k/a JAMES C. MARASCO, Deceased ) ) ) ) ) ) ) ) ) No.63-69-0942. A F F I D A V I T COMMONWEALTH OF PENNSYLVANIA ) ) COUNTY OF WASHINGTON ) Personally appeared,before me,the undersigned authority,JOHN SOLOMON,ESQUIRE,who,deposes and says that the widow and Executrix of the Estate,TRESS M.MOROSCO,died May 26, 1985;that as Attorney for the Estate,he has personal knowledge that all taxes have been paid,all claims,'have been paid;that Tress M.Morosco,before her decease,received the entire balance of the Estate;that there are no remaining assets to be collecte, or distributed. ~~~_\n So mon Sworn to and subscribed before me ANITA S.PHi~'ICE,Notary Public IJIhshington,\hhshington Co.,Pa. My Commission Expires Dec.22,1988 lJu t~r @rpqauB'<t1aurt af lIaB~iu!Jtau <t1nuuty In the matter of the Audit of Account in J Estate of_---'J"-'A~M...E""S'__"C.....&..._'M....O:>o<&lR""O""'SuoC.."O~'f__----1 Deceased. TO THE AUDITING JUDGE: No.1969,-......9'--'4...,2"--"19__,A.A. Enter m:=.t.<y appearance for A:c:...:c:-c.=....::O_U:c..n"--'t:...:a:..=-.:n:-t"--'_ ~~18th ay of D cember ,19~ 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. No.1969,-942 ,19__,A.A. In re Audit of Account in Estate of JAMES C.MOROSCO. Deceased. AUDIT Jrarrtpr for 1\ppraranrr FOR Accountant Attorney ~'2 Testate Form J PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Estate of JAM~.S.C..•'-..MQRQS.G.Q.1 . Deceased No 1.9.6.9.:-:.9.~2 :. Fiduciary Tx~~.~M.,M.9.r9.~g.9., . Date of Date of Decedent's death J!J.JJ.~~~.I_••J,.~.(?~Grant of Letters ~.~g.~~.~~J.-,--..~~.~~. This is the .f.ir.st and fi.nal account filed in this estate If there have been former accounts filed in this estate,list file number or number and term . .............................None . Election to take Date Election Place of; Under or Against will.(cross out one)Filed Record . Name of surviving spouse . List issue,where material: None Did decedent marry after execution of will?(indicate)Xfi.No.Any children born after execution of will?(indicate) »»:K No.If answer yes,name them . Leg,atees Tress M.Morosco Relationship Wife Interest 100% Fiduciary,if deceased or not sui juris Sui Juris List,if exceptions to above: None If partial intestacy,give facts: 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.Dll](. If any exception give cause:. File copy of Notice . and date of mailing P..~9~.IJ!R.~r ~.,l~1.9.,. l _." Is estate subject to the filing of a Federal Estate Tax Return?y~.$.,. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $~.,.Q9.9..!.9..Q . If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant . ........................................N.9.n!?. Give Names and addresses of all unpaid creditors who are legally entitled to notice,together with the amounts of such claims;state whether they are admitted to be correct;and whether the claim is denied. None Give reference to such parts of the will as require interpretation by the Court;a reference to all questions re- quiring adjudication[and a statement of any other facts deemed necessary for the preparation of the adjudication: None Balance for distribution per account[ Itemize any additional debits not shown by account: Total additional debits (Add) Itemize any additional credits not shown by account: ~- Total additional credits (Subtract) Balance for distribution $N.OD.e . $N.OD.e . $B.7..,..~.11.1.1.9.. $8.1.,.9.1.7 1.6 . If balance for distribution is not in cash[list each item held in kind[giving appraised Value (or distribution Value); Note -$44,000.00 Cash -$43,917.76 "'".- -------~--......------....._-----------..I .,- If Family Exemption claimed 'by Petition,give place of Record:N9.n~. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:¥eS:2 . Accountant is widow and only legatee or devisee of decedent who resided with decedent at the time of his death. List any advancement or distributJon 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: Tress M.Morosco COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly $.W.Q~.lJ doth depose and say that the facts set forth in the foregoing petition are true to the best of h~r knowledge and belief. ..........................8w.orn to and subscribed before me this..l8t.h :~day .(:i..~D.e.c~.mb.e.;r:.,19.i.9 ... Signature Of.·O;fker'...~~ ..-DARLENE NICHOLAS Title of Offlcer r'lotiirypubllc;WiisfiTngiiiri:Wa.sfifniitejri.Ci5:.•..•.•••.• Office expi res ~~~.~~~~~.l!~~!?~.!:.~~~~~.j.~~~.~r!.;~~~.~~~~. 100% And your petitioner will ever pray,etc. .$~..)l2.m~. .. [J 'u· i-...) "'-~.' L J • No..;J..~§.~.::~.4~. Estate of JAMES C.•...M.ORQSC.O.,.. Deceased Fiduciary Tr.es.s..M MQ.r.Qs.c'O..__. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following,in conformity with Court Rules adopted effective December 3,1951,being rule No.9:paragraph b-c;and divisions thereof:shown on pages 23-24. 1.Written praecipes of all Counsel in the case. 2.Copy of order appointing Guardian ad litem,if pertinent. 3.Copy of Order appointing Trustee ad litem,if pertinent. 4.Proof of service of above. 5.Letters Testamentary or Administration C.T.A.or an attest copy of Will. 6.Copy of inventory and appraisement. 7.Proof of advertisement of grant of letters if not filed with account. 8.Certificate of liens in case any of the funds .for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return if es- tate is subject thereto. ~~...--~_.....···········d··;::~-//..u.Attorney ~2 ,\'.',.>.... }"~........::,"~~~t i"..1::-:{'':~c;~.l'~-:Y",',.~~~A,:.~~~.",..I",~i..4o I'·/~".l·· ~'..!!/.'~---H-I-N-T-H-E-C-O-U-R-T-O-F-C-O-M-M"""'-O-N-P-L-E-A-S-O-F-W-A-S-H-I-N-G-T-O-N-C-O-U-N-T-Y-,-P-E-N-N-A-I__J_ ~I, ORPHANS'COURT DIVISICN '.IN RE: ESTATE OF JAMES C.MOROSCO, :!Deceased. z~z .' ZIIIDo i~BEFORE:zi:til~ ~i APPEARANCES:..Ol·e-~ uii;TIME: ~01 ) ) ) )No.942 of 1969 ) ) ) ) HEARING ON AUDIT THE HONORABLE P.VINCENT MARINO,Judg of the said Court. JOHN SOLOMOlNI).£<,ESQ.,of Washington,Pa., representing the Accountant. Friday,December 18,1970,at 10:00 o'clock A.M.,EST. the attorney is John Solomon.Mr.Solomon? Marasco,deceased.The Executrix is Tress M.Marasco and ation,all of the necessary papers are now presented.There are no problems or any outst~ndingclaims.The Executrix is the sale If Your Honor please,for the Court's consider- Number 942 of 1969,the estate of James C. MR.SOLOMON: ai~THE.COURT: 0:~ '"0:..0:.g U..0(u~o \e heir of the estate. THE COURT :.:How about your Federal Estate Tax? MR.SOLOMON:I ha ve a return being ~iled,Your Honor,and I will submit a copy of it. 2 THE COURT:Do you wish any reaward? MR.SOLOMON:Yes,I will,Your Honor.And as I say,I will ha e that return completed today or Monday and I will return a copy of t t to the Court. THE COURT:Are there any claims in this es tate? MR.SOLOMON:No claims,Your Honor. :$z~THE COURT:Is there anyone else in Court interested in this ~VI~decedent's estate? bID. ~(NO RESPONS E ) "z~THE COURT:The audit of this account is ordered closed by th ~ (AUDIT CLCl3 ED ) Cou It. ,... The foregoing record of h proceedings upon the hearing tiiIiiQ ~ij Q::l., ~01 uiII:~1 hereby certify that the proceedings and evidence are oD.~contained fully and accurately in the notes taken by me on the hearing of ~::l ,8the above cause,and that this copy is a rrect transcript of the same. ~~ ij t'ii:II.o of the above cause is hereby approved and directed to be fUed. WASHINGTON.............................. • \~..1) .' Form RCC-33 RESIDENT DECEDENT '•..:-.(p3_&r-CN~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF j ..Executor PennsylVatl.i.a,} •ss:WashJ.ngto.n . Tress M. County of 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 ny the Secretary of Revenue.(Section 703 of the Inheritance.and Estate Tax Act of 1991.) state of ....... IN THE MATTER OF THE'ESTATE OF }AFF'iDAVIT OF .......J.A.MES.C...~..MQlWSCO .a/k/a .JAMES ...C...MAR i~QauTOR (State full name of decedent) Late of Washington . .County ADMINISTRATOR Administrator of the estate of the above-named decedent being duly sworn.depos'S and say S .June24 .. (Month) Decedent died Name and address of attorney other authorized representative whom all correspondence should mailed or}to be ..........,19.....6..9........rtestate leaving a last will.copy of which is hereto attached.} (lIay)(Year)Lintestate JohnS0 lQIDOn,Esq.,42LWash1.ngton Trust Building, Washington,PennsyIvania . That as such deponent is familiar with the affairs of said estate and the property con- (ExeC'utor·Aclminietrator) Rtituting 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 jOint\y with,Or as agent or deputy of another,or in decedent's individual name,with right of access by another as ~e* or deputy,with the exception of the following:-~ NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF That the contents of said safe deposit box or boxes are itemized under Schedules of this---return,with the exception of the following,for the reasons hereinafter set forth: That Schedule A attached hereto and made part hereof sets forth fullv 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,gi~ing..:-.:,"",.the amount still due at death,name of mortgagee,date,rate of interest,and book and page of ~e:!lord 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 det.ail 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 t~ereon,if any,~O,''ITl to the last interest day prior to decedent's death in the case of savings banks,and to the date of decedent's dea.t.h in all other cases;all bonds,postal savings,treasury certificates or notes and ~t~~r evidence of in-"debtedness of the Uni ted States to the decedent;all obligations,whether by statut~or I\gr'~eme;-.t they are designated as tax free,of the United States,or any state,or political subd1vr-sion ~hereo~or of any foreign country,which are owned at the time of death;all wearing apparel,jewelry;s{lverw~ve,pjc- tures,books,works of art,household furniture,horses,carriages,automobiles,boatd,and any and all other personal chattels of whatsoever kind or nature,left by decedent,together with the fairly estimated market value thereof;all bonds and mortgaltes held by decedent and of all claims due and ().Vling decedent at the time of death,and all promissory notes or other instruments in writing for the payment of money of which decedent died possessed,of whatsoever nature,with interest thereon,if any,giving the face value and estimated fair market value thereof,and if such estimated fair market value be less than the face value,it sets forth briefly the reasons for such depreciation'as to each item;all moneys payable to the estate from life insurance polici'es carried by decedent;all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent;and all the corporate stocks and dividends due thereon and unpaid as of the date of death,bonds and accrued interest thereon to the date of dece- dent's death and·other investment securities owned by the decedent at the time of death,with the market value thereof at such time. ,., t 1 .4IIil.'• •• \ 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 deced~nt 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 copy of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said schedule a list of all property,real and personal,with its value,which 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 instrlUnent 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- gious services,in consequence of the death of the decedent;debts and claims owing and unpaid at time of ~.death;taxes accrued charge.able for period prior to decedent's death (except.those allowed under Section 651 of the Inheritance and Estate Tax Act);together with a statement of collateral pledged for obliga- tions,if any.It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest,that if the amount actually paid in settlement of any fee,commission or debt is less than the estimated amount claiming and allowed,that the same will be reported to the Register of WillS,and that the amount of tax assessed can be reassessed in accordance thereWith. That the totals of the appropriate columns in Schedules "A","B", "C","E",and "F"as directed therein,. have been carried forward and properly registered in the Summary. Subscribed and sworn to before me this . .......................?..Y.~.t.t :day of ..""<?..~~.<?.~_.~F 19 7.0...·..................J~dt.1~..~__ . •DARLENt NiCHOLAS N'rJ:cry PlI'-,i.,"t1rr.::On.Washington Co. ..",;.0 t.HJires January 17.~:ln ~)n h-,..............................................::":.:':~~~. (Executor-Administrator) ..6.30 .N.or..th Wade Ay..enue . (Street Number) ....W.~~h.~.D.gt.9.D...,p..~.D.n$..y.l.Y.a.nJa.. (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 collUnll #1 in the "Summary"has been properly completed as above-directed. ,10 •'0 RC(.-34 n-64),_ COMMONWJ:,41_TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUR,E,AU OF,COUNTY COLLECTIONS TRANSFER INHERITANCE TAX RESIDENT DECEDENT ·SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania,with statement of mortgage encumbrances upon each parcel at death of dece- dent.Where property held as joint tenant or tenancy by entireties,report on Schedule "E".Property hf'ld by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commo!.'lwealth of Pennsylvania should be described by lot and block number,street and street number,together with a general description of the property,with a reference to the record af the conveyance by which the decedent took title;If a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,acciued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. An undivided one-half interest in one-half of Lot 28,Clarke Addition to Washington, Pennsylvania,with business building thereon known as 985-7 Jefferson Avenue. See Deed Book 704,page 406. (1 )(2)(3)/ DI:PARTMENT ASSESSED VALUE VALUATION FOR YEAR OF ESTIMATED CAUTIONDECEDENT'S MARKET VALUE (Do not write DEATH In this space) $15,000.00 Insert this total opposite "real property",Schedule "A"in the "As Reported"column on the last page of this return. xxxxx T JCij ,RCC-;%'.,~I •.,"~..~ "COMMO~WEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned individually by the decedent,at the time of his death.Property owned by the decedent jointly with another or others must be listed under Schedule "E".Inta~gible personal property,titled in the name of the decedent,but payable at death to another or others,including but not limited to P.O.D.U.S.Savings Bonds and tenta- tive trust accounts,must be listed,despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e.g.jewelry,wearing apparel,household goods,and furnishings,books,paintings,automobiles,boats,etc.) Intangible personal property,such as bonds,treasury certificates,cash on hand and in bank, ~'stocks,'mortgages,notes,together with accrued interest or dividends,salaries or wages,insurance pay- able to the estate or fiduciary in said capacity,partnership interests,interest in anyundistributed estate 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 No. ITEM List and describe fully UNIT VALUE ESTIMATED MARKET VALUE DEPARTMENT VALUATION (Do not write in this space) An undivi.ded one-half interest in the partnership known as Washington Barber &Beauty Supply Co.,985-7 Jefferson Avenue,Washington,Pa.t?-K~- k./L,-I7'.A.n "r 0/.T"'- Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. $85,000.00 l _ .. ',lWC-;~;1 \'-ItI ,. ruml0:\'\i~.\LTH OF PP.XNSYLVANIA TIUNSFER INHERITANCE TAX R.SS rnEXT DECEDENT SCHEDULE "c" 'PUNSFEnS (1)Din necedent,wi thin two years of death,make any transfer of any material part of his estate,without receiving a valuable and adequate consinerati.on therefor?(Answer yes or no)No (2)Did necenent,wi thin two years of death,transfer property from himself to......h.....im""-se-l-.f-and another or others (incluning a spouse)in joint ownership?(Answer yes or no)No (3)If the answer to (1)or (2)above is in the affirmative state: (a)Age of decedent at tlme 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)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 unner which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a)The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no)No (b)The right to nesignate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)No (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or others _ (7)Did decedent in his lifetime make a transfer,the consideration for which was transferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)N~o~__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was subject to change, because of a reserven power to alter,amend,or revoke,or which c01l1d revert to decedent under terms of transfer or by operation of law?(Answer yes or no)~N~O~_ (9)If the answer to (8)above is in the ~ffirmative,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 supporten 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 nate of death,dates of transfers ann to whom transferred,with relationship of transferees to decedent,if any.Submit copy of any trust deed or instrument,if tr~ns­ 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. ,'.. .', ReC-38 CCMMONWE~LTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY l 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 Iunit percentage Estate DEPARTMENT VALUATION Address and Relationship of Co-Owners,,and PIace Value Share Valuation CAUTION-Do not Write of Record of Instrument,where Real Estate• I In This Space. Value of Value of Entire Decedent's Property Interest NONE I I ! I II (.), Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return..- RCC-£t7 c,'(1,2.16'3') ~..,.('OI\t!\1()N\\"E.~LTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "D" BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOFBENEFICIARYaveaninterest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.)OR NO BIRTH :'Yes,-~--".....,nnt1lTressM.Morosco WJ.le t,.'-'>.J .......u .....L_~-- 0]0 Norlin Wc:i.ut:l'lvcu",".:o Washington,pa.-- -- -- ..__.. "-_.-"••"__"_,._u.__...__. ---«.._. --...- _..-_......_~I ._--- ----..._.__.. -4_____ I I-_...~~ -- ---.--... _.-._.- -,_.~-- --_. - ------- -.-.-.~._.-- .---- ._--~..-..-._-- ( h Deponent further says that all the above-named beneficiaries are living at this time except below: NAME ..-~.".-- //' PATE OF DEATH RESIDENCE / , JAMES c~.·M()R()$C.().,.a,./k,/13, JAMES C.MARASCO Deceased ~IATTER OF THE APPRAISEMENT OF THE -. (< -..-"t; ,.>• ,,,,-.' ....,"'0 ~..,~~pj....,ll' :='"-'"0.......:="'0~ll'..,..,-0 '"'0"'0 ~..,.., .g -< ~....'<: t:lrt_2"l-:J..,---:3 ::lr.c.. (Executor-Administrator must complete "As Reported"column #1.) :>or. ...., ~ll'cr-(b -00-00-00-00-00-00 tr:I'"....ll'....~ a..,o'"'" U'lc::~~:>~ W U'l U'l ~ t"l t"l~~~ q 0:3 >••------ -00 -00 -00 -00 -00 -00 ----:>'"~----~....5---..,....~II .c..--- VA ..7<5.0'Year _0-; '-'" q t,.,...l DI THE t No..r/f~ ESTATE OF Late of .Wa,.sh1.J:)g~()!1 .. --.t.--;-a.fCommonwealih~l EennsylV-afIia ~_~ (r)G~)C ~") ::::-(0)c)==(,n ::'f")........~REi9~+i~D ~tpRAislLojr--,--,...0 \",,-1' ---'1 - :.-0 ....o >.~:=>:;""~;;::;..r-:;: "Ur-- >(1')0 County oWashington Will Administration \ \. I _ , " / ,;~....~ ,I --.j ~.,<'!_/~'02'"'-(,7'-9t1 ~Form RC C·lO .,DEDUCTIONS ALLOWED IN ". THE SUM OF ............,l2..1t?~')'/l.OFFICE OF THE 'STATEMENT OF DEBTS.REGISTER OF WILLS '''t'' Washington AND DEDUCTIONS DATE APPROVED .I.~7.=?~..OF COUNTV f2u~~0~'AND AGENT OF THE COMMONWEALTH '.. R.1Jjle;O/i,,••Ag••1CY' ESTATE OF James C.Morosco L.ATE OF Washington t Pennsylvania DATE OF FII.ING APPRAISEMENT DATIi:OF DEATH June 24,1969 O....TE NO.OF NAME OF P....VEE REMARKS AMOUNT VOUCHER 61 )8/6q Private nurses Last Illness 750.00 6/)g /63).Ambulance Service Last Illness'23.00 6/pq/6q William G.Neal Funeral Hom ~Funeral Expenses 1,299 .89 6/D9/69 Bessire &Co.Final Bill 590.00 61!:>q/6q Monument Co.Lettering Monument 21.00 6/D9/69 Washington Hospital Last Illness 3.30 61129/6 9 Dr.John McGinnis Last Illness 30.00 r:,I/?o /h,0 /Bell Telenhone Co.Last Illness l7.72 6V29/6 9 West Penn Power Co.Final Bill 36.18 h I/?o /(, I 0 English American Tailoring Final Bill 157.15 6/2q/6 q Pliska's Bodv Shop Final Bill 20.00 6/2q/E Q McClelland Motor Co.Final Bill 26.50 8/25/E 9 Register of Wills Probate Will &Short Cert.31 50 51J25/'0 Register of Wills Short Certificate 1.00 91/23/E9 Washington County Reports Advertising Estate 14 00 91123/E 9 Observing Publishing Co.Advertising Estate 14 00 Darlene Nicholas Notary Fees 8 00 I I Register of Wills Filing Inventory 3.00 I Register of Wills Filing Account 16 00 \ rr'r'''''!::::!::::••f'n ExecutoT"S Fe""4 t;OO 00 John Solomon Attorney's Fee 4.500 00 - -.12,082 24 COMMONWEAL..TH OF PENNSYLVANIA COUNTY OF Washington I.Tress M.Marasco HERESY CERTIFY.THAT.TO THE B~T OF MY KNOWLEDGE AND BEL.IEF,THE FOREGOING 16 A JUST AND TRU E erATEMENT OF DEBTS,FUNERAL.EXPENSES AND EXPENIIO 6,. ADMINISTRATION .SUBMITTED TO THE E8TATF.OF James C.Moros co .DECU8IitD.AS DEDUCTIONS FOR INHERITANCE TAX PURPOSES. ___L§i Tress M.Morosco SWORN AND SUBSCRIBED BEFORE 11E THIS .27th DAV 01' October 18~ /s/DarleneNicholas (SEAL) DARLENE N1CI-IOl:AS "'- Notary Public.Wash·mgton.Washington Co, 1:.,e<)onUdlY 17 1972Myl,;omllll$SIOn ,pH.• (1..5.1 I •~",i~"..'.~-.' <'., RCC-a!(6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT Tress M.Morosco (Executor or Adm inistrator) IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division J In Re:Estate of J_am_e_s_C_._M_o_r_o_s_c_o_aka__J_am_e_s_C_._Mar__a_s_c_0__ ___W_as_hi_o_n-,=,g_to_n County -Fi Ie Noo __.=.63.L-~6"",,9'--J.9....!242,,,,----_ DearMrs.Morosco: Y h b ·f·d h h OriginalouareereynotlIetqtte::--;'-""i""i"":"---~-;----=----=-:------- appraisement in the estate of «James C.Morosco aka JameS?C.Marasco haS/been filed in the office of the Register of Wills of Washington County on October 1,,19-'2.5.,Said appraisement reflects the following valuations: Real Estate 1....:5:.....:,:-O_OO_._OO__ PersonaI Property ---'8O<"5.L;,"-'O"'OO""'-'•.."OOD.L_ Transfers _ J0 int Iy Owned __=_~__=__::_:_--- Tota I --=1:...::00~,OO~O=__.:....:OO=_=___ 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 nine (9)months (fifteen months when death occurred from December 22,1965 to June 16,1971,inclusive; and twelve months when death o~curred prior to December 22,1965)from date of death, interest at the rate of six (6%)percent per annum is charged. , Any party in interest who is aggrieved by this notice may object thereto within sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax.Act of 1961,72 P.S.2485-1001,P.~~. Date $<30 -ZS Signed~~ Title ~:zr Date of death:June ~~~,1969 Note:This is not a bi II.\ ).~.: RCC-39 ('~68"..-, COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of MOROSCO,JAMES C.aka James C.Marasco (Last Name)(First Name)(Initial) DATE OF DEATH 6-24-~(P.~·_·FILE NO.63-69-942 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__W_a_s_hlhn_'-:g""t_o_n _ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:.....:CG"'--"'=t.A_t.-'-~-tuJ-'-··'_·-=---4//<-I'--I-o/'-<...7_J_--__ REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington 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 VALUE AS REAPPRAISED $ 100,000t== none II 100,000100 VALUE AS APPRAISED $1"Ooo~Q9---::- 85'000~ VALUE AS REPORTED $I- I -b CLEAR VALUE OF ESTATE INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) Valuation of life estates or FOR USE OF REGISTER ONLYTaxon$+-__ Tax on $+-__ Tax on $---------+---Tax on $+-__ Tax on $+-__ Exemptions========:i=== Total Estate----------1-- TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death 2%$®$ 5%$ 10%$ 15%$ * $ $ $ $ COMPUTATION OF TAX (*).As evidenced by Charitable 'Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE $L Add interest at rate of 6%from_____to $------ AMOUNT OF ESTATE TAX ASSESSED $--~--L- Estate tax paid $L- BALANCE DUE $,____ Add interest at rate of 6%from t= -------Ito-----$-------1 TOTAL TAX BALANCE $------i PAID $_.---' FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No, IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF JAMES C.MOROSCO aka etc. Deceased ~5 n·,'1 ~. Late of . County of Wasll:i.n~t()Il.... .W~s4i:rlg:t()n .. Commonwealth of Pennsylvania REPORT AND APPRAISAL ',; " "\t~· ..... yy ---"OIlRCC-2 (2-64) COMMONWEALTH OF PENNSYLVANIA DATE October 1,1975•.,•WashingtonDEPA~TMENTOF REVENUE RESIDENT INHERITANCE TAX COUNTYBUREAUOFCOUNTYCOLLECTIONS.APPRAISEMENT;:A~RISBU~G,PENNA,17127 FILE NO.63-69-942 Whereas,James C.MQrQscQ aka James~C.Marascolate of Washington:.:.. in the County of Washington Commonwealth of Pennsylvania,having died on the 24th day of June 19 69,seized and possessed Qf an estate subject to Inheritanmnder the laws.t_~he Commonwealth of Pennsylvania; Therefore,I,A ""-/A\.'/~.-?~J an appraiser duly appointed according to law, having been designated to makeCl'a fair and conscion~ble 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 Apprai.ement Description of AlOat Value.Made for Inheritance rax Purpose. $ Realty: ~\-g(,A'D.'Draisement If:i.OOO looSeeSchedule-At'! Personal: See Schedule "B"of Appraisement 85.000 00 TQtal 100,000 00 '. '-' 0" - '...-.. - ,. I . Having been duly sworn accordJ~w,I do herebY~tha)ihe ab}Y.e 5praisement is made in con- formit with law on this da of ~..-b 1 . WASHINGTON County , ~ 1975 RESIDENT INHERITANCE TAX APPRAISEMENT Estate of James C.Marasco aka etc Deceased. Late of East Washington Date of Death,-,Tune 24,1969 Appraisement Docket Vol.,---'3::;,.7:....-_ Page,248-5 No.69-69-942 Filed in Register's Office,Oct.1, Amount of tax due,$_ DEPARTMENT OF REVENUE Received, Examined and Approved,_ Wrote abo.ut Appraisement, Appeal f,.om Appraisement,_ Entered and charged,_ (.i. .1 ,. :, ". c~ ~, I, •.. IN HE: Ju wl1r (!Jourt of (!1omtlUlu 'ltas of lIasl1tugtou QIouuty.'ruusylttauta (@rpl1uuli'Qtourt llilliliiou arttattnn ESTATE OF JAMES c.MOROSCO,a/k/a JAMES c.MARASCO, (ltnmmRuwtiiffl1 of Jtruuliyllluuiu <!tnuuty nf D ulil1iuglnu To:Tress Morosco Sur Petition of:_--.:C::...:o:..:ur=..2:t~O::.:rd=e-=r _ ~rrrttug: NO.6)-69-0942 Dr <!tnmmuu~Inu,---"aT.....re.....s....sL.JM"""o....ro""'sonc.....o'--_ that,laying aside all business and excuses whatsoever,you do file in the office of the Clerk of our Orphans'Court of Washington County,a full and com- plete answer,under oath,to each and every of the averments of the said petition,on or before Thursday ,the 31st.day of_-=Marc==h=--_ 19_8_8_,at_~9"-':3"'_O__0'clock~.M.,and show cause why the administration of the above-captioned estate has not been completed. and further abide the order of our said Court in the premises, If you fail hereof,the petition may be taken PRO CONFESSO and a decree made against you. WITNESS the Honorable Samuel L.Rodgers,Judge of our said Court, at Washington,Penna.,the 9th.day of__~Marc~.u,h~,19---.8.8__• J e of the Orphans'Cour 'I! _______________Esq. (Seal) IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF ) ) JAMES C.fv10ROSCO,) a/k/a JAMES C.)NO.63-69-0942 MARASCO,) ) DECEASED ) o R D E R AND Nmv,this q u day of ~arch 1988,it appearing to the Court that the above-captioned estate was brought to audit on December 18,1970,and it further anpearing that the administration of this estate has not been completed,a CITATION is hereby issued upon the Executrix,TRESS MOROSCO,and her Attorney JOHN SOLOMON, to show cause,if any there be,why the administration of this estate has not been completed.The CITATION shall be made return- able at 9:30 a.m.,Thursday,March 31,1988,in Courtroom Number 3, Washington County Courthouse,Washington,Pennsylvania,and the Audit Clerk is ORDERED to nlace this estate on the March 1988 Audit List. J a ..~.1-e~~.~~,~$~_~»••_~.~~-~---~.~_.,~,~-~~~".~~~~~--~~~-~--~ i ".,~~J-//~ff?f--I SAMUEL L.RODGERS,JUDGE COURT OF COMMON PLEASOF WASHINGTON COUNTY WASHINGTON,PENNSYLYANIA 15301 ~9® .U;=-r--~-:~'7-'~;:2 )~;.:-~~,;;~::,::J :Ii \...:fIi~..<li .........~....C'LS;;'/,--,,~iJ .(.}o$"~rr7~.,~:,:..<:\\••_J~';'I~~,1JU~II\G~" I if','"""~....,>.....,.;''t~.-""MnR-9'88 ••,....','if jfil< It;'~I,A"-22 .~ "-- '~'j-It.Lx:,,",..~.ftf!J.,-•:.:In /'P':.'HTC,,1 OC_._7;;8920 L.....J" ~(jJ~~\~~ Mrs.Tress M.Marasco .~ft\)t~t~V""~ 63A ,.",\lt6\~"~r«:1\\..~North Wade Avenue .~"f(),..1 \\\\O\~\1U'~.,..,.-. Washington ,PA 1530.1~~.~\\\\0~:\'3\\~,~6;.~Y3'c;>~.~t\O',~f ,....~t:'l"""~s\,~t,,,, .0"•••0 '\foo $-\\,~"d~~,:......ad ••',~~\V!sil~r.\t~.,...\l~~;~..·",' II'.-I ~OC~\\:;~t\·:.....:~\\(\\\\\'3 6 .~. '"0 :z ".''l~'''i.cl''...~tTl t\'fo ~_Q\'~.....~...~~.rn b t.~.,..",..---~./\~:;~ '0