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HomeMy WebLinkAboutOC1969-0990 - ESTATE OF WEITZ-'.' ,i (,~--~9-77~­ i\ffibuuit (@f 1fxrrutnr (@r i\~mini!itrutnr t,;tatr of Jrnnnyluanta,t ss: Cltounty of lIan~tngton ~ Personally before me,the undersigned authority,a ~~!?.t~.!:y.p..~p.!.~.~..in and for said County and .State,appeared .9..!!.y..~~~:!?~.~.~~.~.9.~Tt.X who,being duly sworn accordmg to law,deposes and says that She IS the executar or~fA~1{)lt of the estate of ............}~A~.~§~~.~~~;~r!',.w.~.!~.~deceased,that the foregoing schedules constitute a "Earle Herbert WeitzcompletemventoryandappraIsementoftherealandpersonalestateof.., 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 Executoori»\.~~X day o~.~::A~=.~;~~~;~~~~:···~..~...__.../ wasilf;;·g~~gr;ron..·~~i;f&;~~···INSTRUCTIONS '.Exe cutrix My Conpn.,ExR;"'4/l/72...'. 1.An mventory must be fIled withm three months after appomtment 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-3,3, 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 3Juututnrg aub "ppraistmtnt of the goods and chattels,rights and credits which were of ~A~.~;@ ~~.g~~.gT.!Y.~.!T..~.late of ~Q~9..Y.Q~Q'f.'!~.~~,~!1.~~.~~p..~~.. Washington County,Pa.,taken and made in conformity with the ab01Je affida,vit.' J REALTY: DOLLARS CENTS A lot of ground situate in Donegal Township,Washington ~o!, Pa.,having erected thereon a frame dwelling house and garage.~7,000 00 TOTAL REALTY: PERSONALTY: :7,000 00 Lot of household furniture sold at public sale (net) The Pennsylvania Railroad Co.-Death Benefit ($1;250.00) less $110.00 Contr.Dcre Fund and $7.97 Int.-Due Fund First Federal Savings &Loan Ass'n.of Washington SaVings Account No.7625 iSale of Car (Dodge Sedan-1961) .Refund on 1969 ,School Tax ,2,282 04 :1,132 03 c 2,650 27 ~225 00 ---,~-~-,-2,-57~~--- Refund on Car Insurance ~Shs.-The Pa.Railroad Co.Stock (Cap.)No.P827464 @ $42~ 18 126 00 00 1 -$500 2!%Treasury Bond '-1967-72,#97701A @ 86.125 with 3 c9upons due @ 6.25 ~459 81 , I1-$500 u.S.Savings Bond Series H ~500 00 I 4 $1000 U.S.Savings Bonds Series H ,~4,000 00 I,- L -$100 U..S.Savings Bond Series E No.C368 556 2l4E Issued 11/13/59 ~109 12 1 -$100 U:S.'Savings Bond Series E No.C368 556 217E Issued 11/13/59 $109 12 (Continued) 1 1 $100 U.S.Savings Bond Series E No.C368 556 216E Issued 11/13/59 $100 U.S.Savings Bond Series E No.C368 556 215E Issued 11/13/59 $ .109 $109 12 12 First Federal ~avings&Loan Ass'n.of New Castle Certificate AccQuntNo.875 First F~dera1 Savings &Loan'Ass'n.of New Castle Certificate Account NO i 1313 $ $ 200 400 00 00 TOTAL PERSONALTY: ': TOTAL REALTY: TOTAL ESTATE: $12,432 $7,000 $19,432 20 00 20 -_.~. "CI ~ 0Q);0\"CIi ...-4~.......~~~N'l) l::Q E-4~'l)I-f,~~ril~N ~ rf)I~~E-4~"<:C'.)r::.:::~.~~ril"-9 ~CQ I:l ~ril\'~r ~~--. t ~~;:.......ril~~"-,......,.,,,P::i "".:".,,<!'f":"'"~,'.ril;~'''':-;::.....~,',1,.,.;.;~".<-C'. - +•..-;.~...---:• !,""'*,,\,;, F·I L["1), ".f '70 JMi ?!Ptt 2 4lf RUSS r::Ll ~iM\1 No REG/STEFl or WiLLS WASH/1NGTON CO,.PIi.•".\' , l -..-..~. f.I~~ ~r>--l ~~\::1~U) .1 ./ --'/+• "'"'""\~/". " ~.-._-----,.-~--~~----------......------..".."._........--.._---"""""'-...,• mnmmnnWtultq nf JtnnSYlnUniU.}BB.IlctB~tngtOl1 monntg, • KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid on the 8th.day of September A.D.19 9~efore 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 EAR L E HERBERT WEI T Z late of Borough of West Alexander,in the County aforesaid,deceased, (a true copy whereof is to these presents annexed),was duly admitted to probate;and OLIVEr HEN D E R S HOT the Executor 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 committing unto o L I V E her HEN D E R S HOT the administration of all and singu'lar 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 expirationt'· 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 8th. day of September III the year of our Lord one thousand nine hundred and six t • !ij~~1::13it"!too..... !tx:1 .....too /ga ~~1:::0 ITIitt!(J)€Iitx:1 -I»tooi::tl -I ~11-3 ITI .....~i~0 ra Q i~"1'1 a~!H too11-3 =CIl iN .....tj I'"ra~ !•!Sd !i j; ,. •••\"';o--~':-7"~" LAST WILL AND TESTAMENT OF EARLE HERBERT WEITZ , I,EARLE HERBERT WEITZ,of the Borough of West Alexander, Washington County,Pennsylvania,being of sound and disposing mind,memory and understanding,do hereby make,publish and .declare this as and for my Last Will and Testament,hereby revok- ." ing and making void all other wills,c6dicils or testamentary writings by me at any time heretofore made. FIRST:I direct that all my just debts and funeral expenses be paid and discharged as soon as'conveniently may be done after my decease. SECOl\TD :All the rest,r-esidue and remainder of my estate,real,personal and mixed,of,whatsoever kind and nature and wherever situate,of which I ,may die seized or to which I may become entitled,I give,devise and bequeath to LUCILLE CHl'l.LFANT and OLIVE HENDERSHOT,neices of my wife,Bessie G.Weitz,and both residing in the Borough of West Alexander,Washington County, Pennsylvania,share and share alike. THIRD:I hereby nominate,constitute and appoint OLIVE HENDERSHOT as Executrix of this my Last 'Will and Testament, and further direct that my personal representative above named shall not be required to give bond for the faith~ul performance 'of her duties in any jurisdiction. IN WITNESS WHEREO~,I have hereunto set my hand and seal .,.'/.'this ~_'-:_\__day of September,1968. Earle Herbert Weitz ..'- f'•.-.• The foregoing instrument consisting of two typewritten pages was signed,sealed,published and declared as and for the Last Will and Testament of the within named Testator in our presence,who at_his request,in his presence and in the presence of each other have hereunto subscribed our names as witnessesQ --///I ./---//'.//L /.-'A._-.(I( ---.-.-'~.~~l ~-'"_·"":"......_~'._...._~·.--.r'!"':"""'--~~.;:t:"'\.-'""'.t-'<;o·:~.....,......,,"""".-....~"~~..~'..'.~~.~ .. STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The wi"!'hin named Accountant being duly sworn according to law,depose sand sa>S that the above account as stated is true and correct as.~?.~_..~~.~.~verily believe, Sworn and subscribed before me this !~... day of .__.__..__M-'~:y'____.19..7.fL . 1;.~'-_.._-_.._-_._-_.~-_._._._.___.__-_..__._--_.-Notary pub -ic- Washington,Washington County,Pennsy vania My commission expi,res-Feb.20,1971. ...(.~...~'~-~~, Olive Hendershot Wa1shington·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..h3.::..7..o.~.3.ZQ . Witness my hand and official seal this_.3../~--------. .···················_-rw~-_·_··~/lQ_.. ...~.]1(JJJ1vJ-~. Register of Wills +-'...::loo <l) ~~B .' • I,Ir.'I ,.{ I'f i .fr-,llr-~D"!_.~,~ HUSSELL MM{lNO REGiSTt:R OF WILLS WASHINGTON CO.•PA. "0 r1~V [Ii PM 12 03 \::): ~~ I i~~: I ! \<) ~ioz / '-._---------~,--- j, ~r .'.•~.-~ I ...., .'" '\ \ pC ....1._......L •\., ..t'1ftt •~"I.'...,.f).4"'t. <• i '/../'..n·.,..,": l;. •.-0-\~. '.,.,~,, The Court is respectfuIly requested to determine proper distribution.,in this estate.--.£! Counsel for Account<lnt The First and Final Account of Olive Hendershot, Executrix of the Estate of EARLE H.VffiITZ,also known as EARLE HERBERT WEITZ,Deceased,late resident of West Alexander, Washington County,Pennsylvania. PER INVENTORY AND APPRAISEMENT ADDITIONAL ASSETS RECEIVED: U.S.Railroad Retirement Board lump sum payment Insurance proceeds from Mutual of Omaha INCOME: Dividend from Pennsylvania Railroad Company Interest on Savings Certificates from First Federal Savings and Loan Assn.of New Castle,Pennsylvania SALE OF REAL ESTATE: $19,432.20 558.90 571.40 1.80 13.50 Appraised value Sales Price SALE OF PERSONALTY Erroneously listed in Inventory as 7,000.00 7,000.00 2,282.00 2,282.04 NO GAIN DEDUCT----(.04) TOTAL AMOUNT OF ASSETS IN ESTATE TOTAL AMOUNT OF CREDITS CLAIMED BALANCE DUE $20,577.76 6,523.53 $14,0514.23 v -' The Accountant claims credits out of said estate,as follows: PAYEE Bell Telephone Co. RF.;MARKS Final Bill AMOUNT .32 Columbia Gas Co. West Penn Power Co. Robert A.Myers Howard V.Ferrell Observer Publishing Co. J.C.McCleery Jean Guess William W.Guess,Jr. Russell Marino,Agent July &August bills 26.00 August through Sept.bill 11.34 Funeral expenses 525.00 Funeral expenses $:}.,253.00 Obituary Notice 3.50 Appraisal of Real Estate 35.00 Work performed in prepara- tion of sale 154.00 Work performed in prepara- tion of sale 154.00 Inheritance tax on Account 1900.00 Olive G.Hendershot Reimbursement for following 165.44 Bessie Geho,for housework performed for decedent,19.00 S.B.McWreath,milk bill of decedent 1.67 Barbara Laird,1969 School Tax.128.52 R.M.Reed,Sale Bills 16.25 Columbia Gas Co. West Penn Power Co. Final Bill Final Bill 11.04 5.39 Stuart E.Murphy Reimbursement of following costs advanced:221.50 Russell Marino,Letters &2 Short Cert.18.00 Observer,Adv.Letters 14.00 Wash.Co.Reports,Adv.Letters 14.00 Russell Marino,2 Short Certificates 2.00 Notary Public,Acknowledge Deed 1.00 John D.Woodward,transfer stamps 140.00 Russell Marino,1 Short Certificate 1.00 Notary Public,Affidavits 2.00 Russell Marino,Filing Inveg.-4.00 Russell Marino,Balance on Letters 2.50 Russell Marino,2 Short Certificates 2.00 Notary Public,Affidavit re Stock 1.00 Russell Marino,Filing Account 17.00 Notary Public,Affidavits 3.00 Stuart E.Murphy Olive Hendershot TOTAL CREDITS CLAIMED Attorney's Commission Executrix's Commission 1,029.00 1,029.00 $6,523.53 ,. -Reporter WASHINGTON,PENNSYLVANIA PROOF OF PUBLICATION • •.EXECUTRIX'.•NOTICE",'.,~ I Estate of EARIlE"""'HERBER'1'.,WEITZ,deceased,r .'J'BoroughofWestAlexander,.'._,lab~~~te~~taI:s~aviiiglibeenuP~~an:~~~o the '!ndersigned».la.11;'persons hav.Ing claIms against1,the estate are,requested to make 'known the sametotheundersignedorhisattorney and all persons indebted to the de.cedent are requested to make pay. ment to'the undersigned withodelay. Olive'HendershotHighlandAvenue West Alexander,Pa.1537~,Stuart E.Murph;lo',Attorney,33 West Beau Street'Washington.Pa.15301 •.,c~~!4.T~',-3t Sworn to and In compliance with the News·paper Advertising Act of 16 May,1929, P.L.1784,as amended. Commonwealth of Pennsylvania,County of Washington,SS:...."...". Personally appear·ed before me,a Notary Public in and for said County and State,R;.c:.A~.~.4 ~..!9.9.~~p.,who being duly sworn according to law,deposes and says that he is the S.~~.~~.:t.~.~.Y.. of the Observer Publishing Company,a Ptennsylvania corporation,and its agent in this behalf;that the said Com.pany is the owner and publisher of the Observer-Reporter,suctJ'essor to The Washington Observer,established Septembe'r 18,1871,and The Washington Reporter,established August 15, 1808,a daily newspap'er of general cir'culation,printed and published and having its place of business at Washington,Washington County,Pennsyl- vania,where it or its predecessors have been established and published continuously for more than six months prior to the publication of the notice h·ereto attached;that the printed notice or advertisement hereto attached is a ·copy of an officia:l advertisement,official notice,legal notice or legal adve·rtisement,exactly as printed or pUblished in the Ob£lerver-Reporter in its regula,r editions on the following date or dates;. ................................S.e.p.t.e.mp.e..1:l~.,.l~Cl.p.4 ?.$..,~.9..~.9.. that neithe'r tlJle affiant nor the Observer Publishing Company is interested in the subject matter of s'aid notice or advertising and that all of the aUega- tions of this affidavit as to the time,pl{tce and character)t:.publication are tme,;(.'\./J e::; -J",kt!..'&'V'L.JL'i '~--:z.J.a:.~V SUbS~)pfare me this..25...day of~PJ~,1:>.~.~1969fff'~0>7~A;E~~a( WASHINGTON,WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6,1972 ,.,-~--#' Washington Cotbity 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}88. STATE OF PENNSYLVANIA Personally appeared before me,a Notary Public in and for said County and Commonwealth,CHARLES C.KELLER,who,being duly sworn,deposes and says:that he is the Editor of the WASHINGTON COUNTY REPORTS, the 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: ...........Se.p.tembe.x:18 2S 19..6.9.. ..........9.,.t.~~?l.9..~.9.. that the affiant or the corporation in behalf of which he is acting is not interested in the subjeot matter of said notice or adveItising and that all of the ~g=~of thC7 ..to tho tim.,;f)~d V of tho publ""'," iLCV1&:i ~.,./JLi...-------Sworn to and bsoribed before me this .' ........2~.da~of oc:.t..be.r ,19 6.9.. ........~..&.¥. otary Public KATHERINE C.YARD,Notary Pub i Washington,Washington Co.,Pa. My Commission Expir~s November 1,1969 Estat ices The 'Iegister of WiHs has granted letters,testamentary or of administration in the following estates.Notice is hereb~ 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. • • •• • • ••• • • • • • ••• WEITZ.EARLE HE~BERT,Decr,d. .Late ?f Borough of·West Alex~iJder,Washmgton CountY,Pa;.... Executrix:Olive'Hendershot,High-land Ave.,West Alexander,Pa.:1537~ Attorney:Stuart E.]4urphy.33 W.Beau St.,Washington.Pa.15301 -------------------------------, J 11t t4:r O!nurt nf Q!nutmuu Jl:ru.a nf lfu1i4iugtnu <trnuuty @rp4uu.a'Qrnurt 1Itinininu In the matter of the Audit of Account in Estate of:__E__A-=.R__LE==----=HE=R..::B=.::E=.::R:..:..T::........:WE:..:=.=.IT.=..Z=...L..'_~_{ a/k/a EARLE H.WEITZ,Deceased. TO THE AUDITING JUDGE:.. 1969 -990No.-'--_--=.....::......::-'--_ Enter --=m::.y~__---'appearance for --=O-=l:....:i=-v!..:e=-~H~e:....:n~d=e-=r-=s'__'h~o=t~,__'E"_'x'_"e=c_=U"_'t"'_'r"'-"'=i~x~_ of the above-captioned estate~ _....Iol....l"'¥-O"'=WLL~,19-..l.O...- 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 -990 In re Audit of Account in Esta,te of EARLE HERBERT WEITZ,a/k/a EARLE H.WEITZ,Deceased. AUDIT 'rartipt fnr i\pp~araUrt FOR Olive Hendershot,Executrix of Estate of Earle Herbert Weitz ,~D~~~ased~t ~ v;C)c:::r:-(n (Ji (.r; 7'-t m.e,f1;;.......~f :r;J ~~~ (.;1 __~, ::;;::\.,;;,..,..T ..~....,.. '1 ~""""t~~.• 0::'::':;.r.' :r Z -0'0J>(f>a • •~ c::>t,--, ~ r ...;r --I -u :::::ll: *'" c::>u:::o f'~-t ;;1 ~ r-f.... k C C,qrrollFran Attorney ~2 .. ·,PETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY Testate Form \ Estate of.....E.ARLE...J:Ie.Raf,;Rl.Wf,;.:rrz.-'-......_.._. a/k/a EARLE H.WE ITZ, Deceased No.._.l.9.69.:9.9..Q _A. A. Fiduciary Q~Jy.~.._»~.~~.~;.~.hp.~.2 _,. Executrix Date of •Date of Decedent's death A1Jgg~t.)..9..1••J~.9.9.___Grant of Leltters §~P.~~~~~.;?.~~~.~9__._ This is the .f..~.~~.~..~.~~f..~~~.!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 IN KIND ATTACHED HERETQate Election Place of;~~~~~~~iP~~Qb~~)Filed ..____Record _ . Name of surviving spouse N9.n~__---.---..-.---. List issue,where material: NONE Did decedent marry after execution of will?(indicat~.No.Any children born after execution of will?(indicate) • -j'- iXs.No.If answer yes,name them _.__ _ _ _..__. .........._-._-_-__ _______--__--_--__--_---_. Legatees Relationship Interest Fiduciary,if deceased or not sui juris Lucille Chalfant Olive Hendershot none none 1/2 t.es idue 1/2 res idue List,if exceptions to above:Adeemed:Revoked:Lapsed:Abated:Give Cause: NONE If partial intestacy,give facts: NONE Notice to interested parties.Have all parties,having either vested or contingEnt interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.~ If any exception give cause:J.~Qne . File copy of Noti~~September 1,1970 . and date of mailing , I ..'II .,,;.-: ;,;::--,. Is estate subject to the filing of a Federal Estat.e Tax Return?,N.9.._ _ ____.__ _. Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $$1.,_9.0.0.,.00__.__ . 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 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, Itemi~e any additional debits not shown by account: • I $..1!4.,.O5.4.•.23 . j p .- ~ SEE ATTACHED RIDER .. Totafadditional deb'its (Add) Itemize any.additio~al credits not shown by account: ..J SEE ATTACHED RIDER Total additional credits (Subtract) Balance for distribution $..392..3.8 . $_66.•.0.0 . $.14.,.~Sl.Q.~.6.~. i~.~ If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); 1 -$500.00 U.S.Savings Bond Series H.dated November,1959 $500.00 1 -$1,000.00 U.S.Savings Bond Series H.dated October,1962 1,000.00 3 -$1,000.00 U.S.Savings Bonds -'Series H.dated November,195~3,000.00 4 -$100.00 U.S.Savings Bonds,Series E.dated 11/13/59 Value as of October,1970 @113.84 --------------------------455.36 Cash--------------------------------------------------------------7,42B.25 ($2,000.00 advancement already received by Olive Hendershot,cash amount is, therefore,$2,000.00 less),,1·' ..~ ,~............._,."j'",--'--'-'--"'-'-,-..~.~..... ........... BALANCE FOR DISTRIBUTION PER ACCOUNT--------------------14,054.23 ADDITIONAL DEBITS now shown by account: .~, 1)Accrued inte~est on U.S.Bonds,Series H. 2)Gain on 4 -$100.00 U.S.Savings Bonds,Series E issued 11/13/59 from date of death to and in- cluding September and October,1970 3)Interest on $1,000.00 H Bond due October 1,1970 4)Interest on $500.00 H Bond dated November,1959, calculated to October 1,1970 5)Interest on 3 $1,000.00 H Bonds dated November,1959, calculated to October 1,1970 .6).Unearned premium check received from Banker's Life Insurance Company 7)4 coupons cashed on U.S.Treasury Coupon Bond @6.25 8)Sale of U.S.Treasury Bearer Bond appraised at 459.81 Sales price as of 5/12/70 428.50 Loss on sale ------------------------------------------ 9)Sale of Penna.Railroad Corp.common stock App.@ 126.00 Sales price on 5/12/70 48.94 Loss on sale-------------------------~--~-------------- 10)2 Checks received from Banker's Life Insurance Co.on Medical policies @$44.00 218.17 18.88 22.70 20.35 50.85 56.80 25.00 (31.31) .(77 .06) 88.00 TOTAL ADDITIONAL DEBITS ----------------------------------------$392.38 TOTAL ADD ITIONAL CRED ITS : 1) 2) 3) Death Certificates for Bessie G.Weitz Short Certificate Washington Hospital -hospital balance 2.00 1.00 4.00 4)'Dr.Paul Proudfit -Balance of medical bill 5)Dr.Berman -Medical services TOTAL ADDITIONAL CREDITS:----------------------------- '"~.J~..J)JL 25.00 $66.00 If Family Exemption claimed by Petition,give place of Record:_N_~~~____ _ _.._. If Family Exemption is claimed at audit,give name,relationship and basis for Claim:__ __._. NONE List any advancement or distribution on account that has been maqe,and nature and amou(lt of same: Olive Hendershot -Advancement '(See Receipt)$2,000.00 Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to take in kind if balance is not in cosh:residuary shares being stated in proportions:',. Lucille Chalfant 1/2 residue (cash) Olive Hendershot 1/2 residue including: IN KIND:(per Election attached) 1 -$'500.00 u.S.Bond -Series H.Dated November,1959 500.00 1 -$1000.00 U.S.Bond -Series H.dated October,1962 1,000.00 3--$1000.00 U.S.Bonds-Series H.dated November,1959 3,000.00 4 -$100.00 U.S.Savings Bonds,Se'ries E.dated 11/13/59 @113.84 455.36 Balance in cash----------------------------------------------------------- COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly......_sJtlorn .doth depose and say' that the facts set forth in the foregoing petition are true to the best of.__.__h~~~......__._knowledge and belief. .-J?:w~.~P._.__..to and subscribed before me t~iS f day Of ~.~P..t~~h!=~.+.19.7..Q.. ../2.-;:..'I ' Signature of Officer j[~_ . Title of Officer J~g~.{:!"fY.~~J?~!.~.Washington,Washington County,Penna. Office expires r:~.b..,2.Q~19..Z1.:. And your petitioner will ever pray,etc. 2. 3. 4. 5. .-,6. ~,7. 8. 9. .:10.I 60 2 tId L2 lJD OL ''Yd "00 N01~)N!HSV'A' Sllllt\,:10 t!J1Sj~3tJ oNnJ \"/i Tnssnt1 .. \ " ~. ~....-., I- ~ '-'., No..19..9.9-::9.9-.Q ..A.A. EARLE HERBERT WEITZEstateof ,. a/k/a EARLE H.WEITZ, Deceased Fiduciary g!Jy.E!:..J!~~.~~.;:~hQ_~.:.. .E.xe.c.u.t.rix_._.._____-..------. PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL ~ Counsel of :flduciary 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.. Copy of order appointing Guardian ad litem,if pertinent. Copy of Order appointing Trustee ad' litem,if pertinent. Proof of service of above. Letters Testamentary or Administration C.T.A.or an attest copy of Will. Copy of inventory and appraisement. Proof of advertisement of grant of letters if not filed with account. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. Signed and itemized elections if any distribution in kind. Copy of Federal Estate Tax return if es- tate is subject thereto. Frank C.Carroll Attorney ~2 "- 4 r]."'1\,..::,t '-f f ! I ,..::1 .". ~'. ,.....' ;.....'./'..:'1 .,,t • " '.~~ ~ r...~~., ;:.'.,,,,,,,, I"tt' .-, IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA ORPHANS'COURT DIVISION '. EARLE HERBERT WEITZ, BEFORE: No.990 of 1969 . Tuesday,September 15,1970,at 10:00 o'cl{xck A.M.,EDST. STUART E.MURPHY,ESQ.,of Wa~hington,Pa , repres enting the Accountant. THE HONORABLE P.VINCENT MARINO,Judge" of the said Court. HEARING ON AUDIT ESTATE OF IN RE: ti APPEARANCES:~Ulo ..I<( Ug TIME:.., ~N. ~Deceased'. ~...1~ZZIIIII. iet'ziUl~'.:r is Stuart E.Murphy.Mr.Carroll? Weitz,deceas ed.The Executrix is Oliver Hendershop and the attornE y ui0:.l'!THE COURT:0:.oII.III0: ~0: ;)oU ..I0(Uii:MR.CARROLL: II.o Number 990 of 1969,the estate of Earle Herbert If the Court please/I have an appearance blank or my behalf.I have taken over Mr.Mur'phy's practice and will file the other accounts and audits which are on the list for today.In this' particular estate,all of the papers are in order.There are only two heirs,one of whom desires to take in kind and the other whom dE sires to take cash.And the .estate is in a position to do this.The only out- standing claim is t he balance W1 ich might 'be due for Inheritance ,}ax 2 Tax in·this estate.' THE COURT:Is there anyone else in Court i~terel?ted in this decedent's estate?' .. (NO RESPONSE) .e THE COURT:, Court.T The audit of this account is 'ordered closed by the ( AUDIT CLOSED ) ,. I hereby ~ertify ~hat 'the proceedings and evidence are contained c(z~.I>-OlZZbIII.••zfully and accurately'in the notes taken by me on the.nearing of the aboveo.~. Cl~ause,and that this copy is a ,correct transcript of the same. IIIc(~.,' .~) J The foregoing record of th;e'proceedings u.pon,the .hearing of the..,~ -(I r" oj ffi~II:oII.bI •~above caU8.e is hereby approved and directed to be filE;d. II:',.• :JoU .Ic(Uii:II.o ,.- .1I'I, "• o n:l.!.:ljrr.;~:01f$::-JJ1~j;-';d~'!:JJl"::r;~)f"),~':""v't'1 ,,'j ;U3'tJ.(.lij·~.,)~ZdsJ.:Jfl1 ; . ':(l 'l:::.i.,b),,::..../1.11 ;,,;~j ni '(.IS ,,';,~fJ~·.r.s,mrs ·{i!lJ.~, -, " {,,{)<!.\0 ..J 0-j ..~_1-0-:~...,.~0, , J ,r ~I~_..........)_....~_J......c.::..::;KC.:\,t'--'..._....,~...-~-.....~-~---,"" I I. ~u tl1t aroun of arommon flrus of lIusqingtnn arounty. 'rnnsyluuni~f (@rpquns'aroun 13iuision ESTATE OF Earle Herbert Weitz, deceased. No._-J..!.,63,.L:-~6,L.;,9:":::-...L9~901L-_ In the matter of the__F_i_r_s_t_an_d_F_i_n_a_l_ Account of__---..:O::..:l::.:i::..:v:....::e::.....;;H~e::..:n:.:.:;d::.;e::..:r:....::s::..:h.:..:o:..;t:..._._ Executrix ADJUDICATION AND DECREE October ?7 70 ..And now £-,19__,thiS matter came on for hearing, audit and distribution at this,session and testimon/taken;and thereupon,upon due considerationthereot~h~§81~efor distribution in 'the hands of the Accountant is determined to be $,j.and the account is accordingly confirmed;and it is ordered, adjudged and decreed that the said balance be paid out by the Accountant in accordance with the schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed sec.reg.or an appeal be taken herefrom sec.leg./'~ //'/ / SCHEDULE OF DISTRIBUTION Balance per account _ Additional debit asked at audit Additional credit asked at audit Balance:_ Deduct Clerk's Costs &Receipt:o..s _ "r'Frank CarrollAt'torney 1 392.38 66.00 30.00 $14,446.61 14,380.61 $,---- $14,350.61 Russell Marino,Agent,transfer inheritance tax, Estate liability $206.98 Individual liability of Olive Hendershot 78.79 Lucille Chalfant,niece,t residue,70.7.1 •82 Olive Hendershot,niece,t residue,minus trans fer inheritance tax in the amount of $78.79 due on individual liability for said tax,and inclu ding cash and also $500.00 U S Bond,Series H., dated November,1959 valued at $500.00;$lOOO~O (u S Bond,Series Hl,dated October 1962 valued \at $1000.00;3-$1000.00 U S Bonds,Series H., dated November 1959 and valued at $3000.00;)and 4-$100.00 U S Savings E.,dated 11-13-59 valued at $455.36;held in kind and distributed as suc at the appraised value (value as shown)credit to be taken by the accountant for items and funds in the amount of $2000.00 advanced pri or to distribution by the Court;~per election 1i?-l{~l 6993.02 filed, h-r-v-;;z....0 )11;0 p~\t>-oo.o\:) ~~~o.e, No balance t.. J [\' ) I 0 ~z....r ::s,(' W -0 ,.-to p 0 ':r' 8'c m at ::s 3.... 0 0 0............;... 0.... .-to::rm co c:::l (f)0 .q,: ~-:-1 n.. "-!_.l r~;:-.-0....'-.:r:::""-~<..) ."a.....*'~L....~CJ CJ -I . ''::l . rS---a:r- U..1 t"V _+1 uJ (''''<J-1..J u)h-Z --J 1--(j)'"'- t.....~(I>-:::c c:::l :::;)(;)if) f::;LL1 <c:::::ltJ_!""'- c:..:;~.. t • ,. ,I -. t . r.~ r., ~.,. r•. ",-" . I .. (r r ,i • IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION IN RE:ESTATE OF ~I ) EARLE HERBERT WEITZ,) ) Deceased.) No.1969 -990 ELECTION TO TAKE IN KIND AND NOW,this ___1~__day of September,1970,I,the un- dersigned,residuary legatee in the above-captioned estate,here y elect to take the following assets in kind as part of my one- half (1/2)interest bequeathed to m~by Earle Herbert Weitz: 1 -$500.00 U.S.Savings Bond Series H dated November,1959 1 -$1,000.00 U.S.Savings Bond Series H.dated October,1962 3 -$1,000.00 U.S.Savings Bonds -Series H dated November,1959 4 -$100.00 U.S.Savings Bonds,Series E dated November 13,1959,valued as of October,1970 @113.84 500.00 1000.00 3000.00 455.36 Witness my hand and seal the day and year first above written. COMMONWEALTH OF PENNS YLVANIA COUNTY OF WASHINGTON ~.~(SEAL) Olive Hendershot )SS: ) my hand and seal the day and year aforesaid. A'1i2~J'~, Notary Public )I Washington,Washington County,Pennsylvan'a My commission expires Feb.20,1971. On this the '1 day of )~7~-<.>1970,personally appeared OLIVE HENDERSHOT,known to ~isfactorilyproven) to be the person who executed the above Election to Take in Kind, and acknowledged the same to be her act and deed and to be re- corded as such. /'Witness ,:n (J)...~c::.?0 .....I a..:?:.-..J("-.J ~.-,-,..0...~~>0-<..,):co ::::LL:-~(:1-r"'...:;.,...~,-/Cr-\_...J cc:~ttl,"""",,,II'r--.iLl {"~~ i ("',.;LU f--:z:;I (f)(l) ..__..........._fo :.1:l~....,..·:,..1).(-"J -.0 (J)~__1-C".:l c::w « c=J c..::>; LL r-- I .. .J "I . ., \. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS";COURT DIVIS ION IN RE:ES~TE OF ) ) EARLE HERBERT WE ITZ , ) ) Deceased.) RECE IPT OF ADVANCEMENT AND now,this 21 day of __O:::.;c:..;t:.:o:.:;b;.=e;.:.r__,1969;I,the undersigned,Olive Hendershot,hereby acknowledge to have receive I the sum of $2,000.00 as an advancement of my share of the above-I captioned estate. Witness my hand and seal the day and year first above written. ~~j.~/V .~(SEAL) Olive Hendershot J " en (;)..;tC''"''.-'0 "--J 0..:-z -l~ ::-~?2:0 CJ....-<"',1.- Ll_"'-. "/\..,2:0._·",l.-_L c:,'"<::;.,.,...~ ~........'" ,Ct:r-~~,...........~l UJ !,.,(""'~!J~J ~---ZLLJ(j)(I)_.~-if)--_J_,;(-J :::J Ul ())c:::J l.:.J <.1:.J """",,~ ~-u..c::-~...~-I;:::l >r-- !'~ ;, ,J IN THE ORPHANS'COURT OF WASHING'roN,COUNTY,PENNA. AND,NOW,THIS L DAY OF __~__._-_,19!.5?-, R E eEl P T Jr III I1 ii, i. I /, ! No.63-69-9&f)19 ,A.A.-- ) ) ) IN RE:EARLE HERBERT WEITZ, ESTATE I,the unders~gned,__O_l_i_v_e~H;;,;e_n_d_e_r_s_h_o_t , .l ". hereby ack~owledge to have received $6,993.02------------- from Olive Hendersh~t ,Executor~~~XOf the said----------:------- Estate,being the amount awarded to me in the Adjudicatioa aad Decree filed at the above number:'and term e':";:J.\~&....~~-Us. Witness: j I I r \, I.:I " ,.'..'~ --------------i,";'. .:-._.--~.--:-":._--.,...-:.-""'-~-'--"-'...~_. ,.....\,"', "£. ..,'. .-",' Ilt•r IN THE ORPHANS'COURT OF WASHINGTON,COUNTY,PENNA. IN RE:EARLE HERBERT WEITZ ESTATE ) ) ) No.63-69-990 RECEIPT AND,NOW,THIS ~DAY OF ~ I,the undersigned,Lucille Chalfant hereby acknowledge to have received ~$~7~,~0~7~l~.~8~2~_ ~rom Olive Hendershot ,Exedutor~mdKD~~~:R of the said-~.;;........;....;;:...-==-~~:.;:.;;...~--- Estate,being the amount awarded to me in the Adjudication and Decree filed at the above number and term . Witness: .;j:~~(SEAL) Lucille Chalfant '. -I,r.../,it,.•l ._~ 9 i w..L.U, '10 NOV 30 ~H /D 47 R,U"c:C~II Dl~IO'v,.'c,-'."1\11 HEGISTEri OF WILLS WASHINGTON CO.,PA" 1If,J ." Form RCC-33 RESIDENT DECEDENT COMMON~EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS COUNTY OF ,WMUUNG.'r.QN... 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.Inlleritl'l.nce..lin!!.E.l;!tl'l.te.Tax A,c tof 1~!>1.) ........................~~;~:;;;;~;~;~;~~;.~.;~..~..~..~..~}~::=xOFEXECUTRIX (State full name of decedent) Late of B..QJ:.Q.Ugb..O~..W Al,~.~~pg~,;r."County 4DMfM~~i State of .PennSy.l:vani.a ,~}..ss: C4)unty of ..Washi.ng.ton :,. ....Q.l.i.v.e.H.§.n.Q.§r..s.b..Qt .. :A~H",:IPX of the estate of the above.named decedent being duly sworn,deposeS and sayS Executrix .~ DecedentdJed ~.'::lg:'::l..~.~?~,19 ~§l.J testate 'leaving a ll1st will,copy of which is hereto attached.} (Month)(flaY'l (Year)Lintestate N~me and address of attorney or} other authorized representative to whom all correspondence should be mail~d. ~t':l~J::'t..~~.M':ll:'pl:ly.,At.t.Q.l:'~~.y ~.t...:lJ::tW .33 West Beau Street Washington,Pennsylvania '15301 That as such ~?£~.~.~~.r.~,~deponent is familiar with the affairs of said estate and the property con- (J·:x"cutor·ArJminis~rator) stituting the assets thereof and their fair market value. .That at the time of death there was no s~e deposit box registered in decedent's individual 'name,or jointly with,or as agent or deputy of another,or inclecedeilt'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.IN'WHICH DECEDENT RENTED A SAFE'DEPOSIT BOX FIRST NATIONAL BANK &TRUST CO~ WASHINGTON.PA. WEST ALEXANDER OFFICE ~~- West"A1exander.Pa.15376 '.. THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF T.'.......1 U lAT.....-l +,... ...'\ RELATIONSHIP OF JOINT HOLDERS TO DECEDENT That the contents of &~id safe d~posit box.orboxes are itemized under Schedules of this return,with the exception of the following~for the reasons hereinafter set forth: That Schedule A atta(lhed hereto {\.nd 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 eQcumbrances upon each parcel of real property at the date of death,giving the amount still due at death,!lame 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 deposi t,savings banks,trust companies,or other lnst!tutions,whether individually;.:or in tr:~stfor any other person or persons givfng also sepa,rately the accrued interest thereon,if any,~down to ·the .,last f interest day prior to decedent's death in tl;le case of savings banks,and to the date of decedent''S'death',''.'.-:.w .,.... in all other cases;all bonds,postal saVings,treasury certificates 01'notes and~othey eVidenc~rof in- debtedness of the United States to the deQedent;all obligations,whether by statute'or agreement~they are designated as tax free,of the United States,or any state,or political sUbdivis'io~thefeof,,"o,;'of any foreign country,which are owned at th~time of death;all wearihg ap~arel,jeWel;;',~S~lverware,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 bydecedent,together with the fairly estimated market value thereof;all bonds and mortg8ltes 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 of which decedent died possessed,of·whats.oever 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 carrie.d 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 ~t the time of death,with the ~arket value thereof at such time. In the case of securities of close or family corporations,the values reported.are as far as possible substantiated by financial statements of the corporations,showing the assets and liabilities thereof as of the'date of death.The schedule also sets forth the interest of decedent at the time of death in any co-partnership or business,and in support of the value of such interest there is annexed to said schedule,financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement) together with a statement setting forth the character of the business,its location,and such other facts' pertaining to the ~usiness 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 bequeathedb'y the decede~t at the time of death.'. The Schedule C attached hereto and made part hereof sets for'th -a true-answer t6 each inquiry contained therein and in the case of transfers ofproperty,real or personal,within two years of decedent's de'ath,in contemplation of decedent's death,or intended to take effect in possess'ion-o'r ,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 t~e decedent,the proportionate share received by :eachtransferee and _all.other facts of a pertinent nature rega,rding sa~d 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.Therl~is also set forth in said schedule a list of all property,real and personal,wl!"th its va:lue,which p~s:sMi: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 ;tndividuapy,pr jointly,bY the will,,deed,or other instrument of another,.,.'.-".'with a copy of the instrument creating such p~wer a~tached to the schedule. •••j.•,\":''i .. That Schedule 0 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 es tate and the date of acquis~tiop ot:pe~sonalty,plus tJ;1etiam~,,'!l-ddress'and'rel,at.~ons,hiI>,if1 any;;, of co-owners to the decedent.!. That Schedule F attached hereto and made a part hereof sets fo~th ful~y.and(in,d~tail all ~~b~~ 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. .SubscIibed and sworn -to before me this . ....~J.§!~1 .....•day of .;r.~:~:?':19.1.9...;::~~~~~~~~~. My Commission Expires:April 1,·1972. .,.~..._...2..~~......~......._( (~~~~~X~Executrix . ,,.,~.~.g.~!.~.~.9:~Y.:~;~.~~~_.. (Street Number) West Alexander Pa.15376..................................................................................2 .. (City or Town and State) NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None",and in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business,that the data and statements required under the paragraph above relating to Schedule "B"are attached...Also make certain that column #1 in the "Summary"has been properly completed as above-directed. RCC-34 (1-'64) COMMONWEALTH OF PENNSYLVANIA DEPA/HMENT OF REVENUE ,BUREl'u 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 held by the decedent as tenant in common with another or others,should be identified as to quantum of interest and the estimated value should be that of the decederit's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number,street and street number,together wi th a general description of the property,with a reference to the record of the conveyance by which the decedent took title;if a farm state number of a· cres;also statement of mortgage encumbrances upon each parcel at death of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are to be listed on Schedule "F"and must not be deducted from this schedule. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH (2) ESTIMATED MARKET VALUE (3) DEPARTMENT VALUATION CAUTION (Do not write In this space) A lot of ground situate in DONEGAL TOWNSHI , Washington Co.,Pa.,having erected thereo a frame dwelling house and garage.For complete description see Deed Book Vol. 858,Page 285. TOTAL: Insert this total opposite "real property",Schedule "A"in the X X X X X "As Reported"column on the last page of this return. $7,000.00 $7,000.00 RCC-35 COMMONWEALTH OF PENNSYLVANIA T~SFER'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,~d 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,int.erest 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 li~ted in this schedule. 109.12 500.00 109.12 126.00 459.81 4,000.00 UNIT ESTIMATED DEPARTMENT VALUATION VALUE MARKEl'VALUE (Do not write in this space) 2,282.04 ~ t ~.Due 1,132.03 $100 U.S.Savings Bond Series E No.C368 556 217E Issued 11/13/59 $1000 U.S.Savings Bonds Series H $100 U:S.Savings Bond Series E No.C368 556 214E Issued 11/13/59 $500 U.S.Savings Bond Series H 4 1 1 ITEM List and describe fully 1 1 Sale of Car (Dodge Sedan-1961) 3 Shs.The Pennsylvania Railroad Stock (C p.) No.)827464 @ $42.00 $500 2~%Treasury Bond -1967-72 #97701A @ 86.125 with 3 coupons due @ 6.25 Refund on Car Insurance Refund on 1969 School Tax First Federal Savings &Loan Ass'n.of Washington-Savings Account #7625 Lot of household furniture sold at'pub1ic sale (net) The Pennsylvania Railroad Co ..Death Benef ($1,250 .OO);Less$110.C6ntr >Due-::&$7.97 In Item No., 1 $100 U.S.Savings Bond Series E No.C368 556 216E Issued 11/13/59 $109.12 1 $100 U.S.Savings Bond Series E No.C368 556 215E Issued 11/13/59 $-109.12 First Federal Savings &Loan Ass'n.of New Castle Certificate Account No.875 First Federal Savings &Loan Ass'n.of New Castle Certificate Account No.1313 $ $ TOTAL:$12,432.2Q Insert this total opposite "Personal Property",Schedule "B"in the "As Reported"column on the last page of this return. x X "'.; •-~).J. -,' -1- :, • I i ,'-'1 ,.,J ,I '. " !I, :1. \.. ."~ ,j...... ,.,. :.: .\ ,- • ••~.1 ~Q}~fONlI'EALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX ~~SIDE~T DECEDENT .SCHEDULE "c" TRA,NSFEllS (1)Did decedent,within two years of death,make any_transfer of any material part of-l1is estate,without receiving a valuable and adequate consideration therefor?(Answer yes or no)NU _ (2)Did decedent,within two years of death,transfer property from himself to himself and another or others (including a spouse)in joint ownership?(Answer yes or no)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 thereforN~ich was to take effect in possession or enjoyment at or after his death? (Answer yes or no)'' (a)Was there any possibility that the property transferred might return to tr~nsferer or his estate or be subject to his power of disposition?(Answer yes or no)_ (b)What was the transferee's age at 'time of decedent's death?_ (5)Did decedent in his lifetime make any transfer without receiving a valuable andadequate 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~ent of or the right to income from the property transferred? (Answer yes or no)NO (b)The right to designate the persons who shall possess or enjoy the property transferred or income therefrom?(Answer yes or no)NO (6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent alone or 0 thers __-'----:-__-'-_ (7)Did decedent in his lifetime make a transfer,the consideration for which was t~sferee's promise to pay income to or for the benefit of care of transferor?(Answer yes or no)__ (8)Did decedent,at any time,transfer property,the beneficial enjoyment of which was sub,ject to Change, because of a reserved power to alter,amend,or revoke,or which could revert to decedent under terms of transfer or by operation of law?(Answer yes or ,no)NO (9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter- est of the beneficiarY~eservedin the decedent alone or the decedent and others? (Answer yes or no)_0 , 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 transfe~ees 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 VALVE (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-S8 .CQMMONWEALTH Of PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "E" JOINTLYo\VNED PROPERTY INSTRl'CTIONS:This schedule must disclose all property,real and personal,owned by the decedent jointly with another or others,including intangibles,standing in the name of the decedent and others.List real estate first,as entireties,or joint tenants,giving brief description,as indicated under Schedule "A",plus the date and place of record of instrument effecting vestiture,but do not include entireties or out of state real estate value in estate valuation column.Personal property should be listed as in Schedule "B",plus date of acquisition,and the name,address and relationship (if any)of co-owners to the .decedent. Description of Property,Date of Acquisition,Name I unit Address and Relationship of Co-Owners,and Place I Value of Record of Instrument,where Real Estate.!. In the name of EARLE H.WEITZ or OLIVE G.HENDERSHOT:! percentage Estate Share Valuation DEPARTMENT VALUATION CAUTION-Do not Write In This Space. Value of Value of Entire Decedent's Property Interest FIRST NATIONAL BANK AND TRUST CO.'WAS UNGT(N,PA. West Alexander Office Checking Account -Opened June 12,1969 TOTAL: s 525.28,~ I I $525.28 Insert this total opposite "Jointly Owned Property",Schedule "E" in the "As Reported"column on the last page of this return. t;. RCC··37·~(12-63) COMMONWEALTH OF PENNSYYLANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT t •, SCHEDULE "D" BENEFICIARIES ( h BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED .DATE(If step-children or INTEREST OFstatefullnamesandaddressesofallwhoillegitimate'children DECEDENT OF BENEFICIARY ave an interest,vested,contingent or other-are involved,set STATE YES IN ESTATE wise,in estate)forth this fact.).OR NO BIRTH Lucille r.h~lf~nt N';""I"'''''_;n_l~w VP.~1 /?RA~;nllp. West Al .,Pa 1 f)~76 ( Olivp.TV .,.'-Niece-in-law Yes 1/2 Residue HiQ:hland Avenue . West Alexander Pa.l537~ r ~ c Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE OF THE ESTATE OF REPORT AND APPRAISAL ~IATTER OF THE APPRAISEMENT .;; (Executor-Administrator must complete "As Reported"column #1.) 0 8~"'0 !:l:1 '"l (t)(t) 0 ~~'"l e:.enen0en~~::s "'0....,:(t)..e:.'"l llj !\"'I ;;l 0x:?---"'0"0llj:~'"l (t)0"o '"l~"0 ~ ~(t)'"l,....en '<....llj :-ffi....(t) ~. :1-':~~:'1:<.0 :....:'-,.:~:0ow::.:W :0:W:ZI.'V :0:I.'V :o • :. :-:::11.'V :0:I.'V :(1)0 :0:0 : enc:::IIs::,"'- s::>!:l:1--0<~en ennn?"'?"' 0 c8 ~~~ ;' ,. ....~...,...Year P.II THE No. Late of Borough of West Alexander........................--. .,.-.... Deceased EARLE HERBERT WEITZ, Commonwealth of Pennsylvania County of ··.Washington·. Will l Administration ~ '*~ " ~'*'*'* >en ''ltd "00 NOIONJHSVi\~ SI71/;\.10 U31SI~31j ONniV'i:;~n3SsntJ !:l:1(t)- '"0-0-'"l8'c..- :oo,~-00 '*~'*fj f1 Z Hd 12 mff OL ~~./t'.·~J.-"'l.'l~'.-'/.~,r;..,Jib/..."W .....~~'_... .uart E.··MurPhY',·...Attor~ ./' 1, " ,... '\..,': ,'CI :'C\h0--1'. ~; ~ ~ ~:L., :'I~: ~' -~..~~~~u : :(t_ ""a 8'l'-'J(,':'.'"l _:"'-\:~3'~Cl ~. 'c.."-:l'0_ '~cY "~. RC C-SI (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BtJREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT OLIVE HENDERSHOT IN YOUR REPLY PLEA8E REP'ER TO 38-2-1 j In Re:Estate of E_ARL_"_11.,;..'._H_ER_'_B_ER_T_Vi_fE_"'I_T_Z _ ______W.,;..A_S...:,HI·_N.:...lT.:;..O.:...1'J County -File No.63-69-990 Dear }~s.Hendershot: You are hereby notified that the original appraisement in the estate of Earle Herbert Weitz has been filed in the office of the Register of Wills qf Washington County on March 18 ,19.1Q.Said appraisement reflects the following valuations: Real Estate _--'--....J7L..:'wO::..::0::.::0~.~OO:.:::..-- Personal Property --'-1=2~,4~3~2~.7~0~-- Jt.Held ~'--~.....::5:..:::2~5:.:;.2;:::8:....-_ Total .....,-~~1"'-9.1..,9.i..5.:.J7...s.;...i.9.l::::8__ As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __~Mar=-~ch'-i.-=1!::::8o.J,,---,,,,1,",-97.J...0~---- Title \i.R.CHANEY,G DATE OF DEATH:August 29,1969 Note:This is not a bill. RCC-39 (5-68) COMMONWEA1~HOF PENNSYL,VANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT Estate of 'IrJEITZ,EARLE (Last Name)(First Name) HERBERT (Initial) SUMMARY DATE OF DEATH 8-29-69 FILE NO.63-69-990 REPORT OF.INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each itern in the last column to the right in Schedules "A","8","e",and "E". Dated:.-...::.03~--=J..=..:8=----,;7-=.0 . 08-29-69 REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum allowed as a deduction. Dated:_ REGISTER OF WILLS INVENTORY Real property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or VALUE AS REAPPRAISED $------+-- annuities ...~. . . . . . . . . . . . . . .$t= - ESTATE TAX ASSESSMENTS $. FOR USE OF REGISTER ONLY Tax on $-+-__2% Tax on $--+__6% Tax on $---------4--5% Tax on $---------4--1 Tax on $---------4-""""'"""15%' Exemptions==========1I==Total Estate --+.__ TOTAL TAX COMPUTATION OF TAX $-------+-- $-------+-- $---_._--+-- $-------+-- $-------+-- $-1.__ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::::t==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $-..J AMOUNT OF ESTATE TAX ASSESSED $-------ll- Estate tax paid $--'l- BALANCE DUE $-------~~ A_d_d_in_te_r_e_st_at-t::_te_of_60Jl_o_f_ro_m_$---------"t= TOTAL TAX BALANCE $----~.PAID $-1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No . IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF EP.RLE HERBERT WElT Z.............. Deceased Late of . County of 1~T ALEXANDER WA$HJNG.'rOI\J .. Commonwealth of Pennsylvania REPORT AND APPRAISAL \ \ Fonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HAltRISBUJtG,PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX ,APPRAISEMENT,... DATE ~??.~?..'.~.?.7..~. C.oUNTY W.c.t.~h.:i::!lg~..9.~............ FILE NO..§!...:??:.???......................... Whereas,E.ar.le..He.r.b.~r..t.W.~;i.t..~late of w..!!\:L,~~§!l.cl,.~:r.. in the County of ."""'"''''.'''.YJ?,..$..~ggt..9.:r.L Commonwealth of Pennsylvania,having died on the 2.9 th ,day of .A\l,gPP'.t.19 9.9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,!!.~.~..~q.~.~.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. Description of Asset REALTY: See COpy of Schedule "A"attached to appraisement PERSONALTY: See conv of Sch",(J"l e "BII attached to annraisement JT.HELD: See copy of Schedule "E"attached to anpraisement Total Unit Values $ Appraisement Made for Inheritance Tax Purpoles 7,000 00 12.4'32 70 525 28 19.957 98 form~;V~fh b~~~:~h~W<>rIl7P~I~~,~:;:r~~~r~~b0v.e.~~r~se7e~t;;::~~~ APpra~··~·\.. ········;;?~··J·········7_···········(··..··b~~·..~···Stt~;t·;································..·····.. ../.PL~~..~v._;;f-~.',Penna.U (Post OtIlee) .............yf.J\$HJNQ'rQN County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of EARLE HERBEHT lrJEITZ............................. Deceased. Late of vIES T AI..EXANDEH.,. Date of Death,A:ug:us..t.Z9".1.96..9 .. Appraisemel!t Docket Vol.,JJL . Page,2~1 No.6J.~.6.9::':':9.9..Q . Filed in Register's 0 !fice,J·X!?J.'.9..h .l$"..J9.79. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appraisement, Appeal fMm Appraisement,. Entered and charged,.. •\ \ • DEDUCTIONS ALLOWED IN j THE SUM OF $~Z(r'.u~~. ,.t6-70 West AJ exander,Washington County,p~,L.ATE OF STATEMENT OF DEBTS AND DEDUCTIONS COUNTY .. , ESTATE OF EARLE HERBERT WEITZ OFFICE OF THE REGISTER OF WILLS AND AGENT OF THE COMMONWEALTH OF WASHINGTON Form RC C'lO DATE OF FIL.ING <IlAPR....SE~ENT ».r!=!n ')1 1070 OAT&:OF DEATH August 29,1969 IfLn-.l.J....I I ~~ DATI!: ~'V'.n ~wII ...."""'"-..-- 'R~11 rFp,leohone Co Final Bill Julv &August bills 26 00 Wac;:+'OC>11D -Co Au~ust throu~h Sent.bill 11 34 Robert A.Mvers Funeral expenses 525 00 Howarrl V Ferrell Funeral exoenses 1.253 00 Ah---IOh;tll::l.rv Noti ~~ .r r M~Cl eerv Anoraisal of Real EstateWorkperformedinprepara- tion of sale 35 154 00 00 William W.Guess.Jr. worK perIormea 1n prepara- tion of sale 154 00 Inheritance Tax on A-- 01;lTa G TT ..:I •It Reimbursement for followine:165 44 Bessie Geho,for housework performed for decedent S.B.McWreath,milk pill of decedentR!=!-rh~....~T.!=!;....n .1 ClhCl ~t->hool Tax R.M.Reed,Sale Bills 19.00 1.67 128 52 16.25 r.ol11mh;~Gas Co Final Bill 11 04 Wac::+Penn Power Co.Final Bill 5 39 ~+11~-r+F."•Reimbursement for followine:221 50 __-+__~_+__.--J~a:u;:~sSJsa:eCJlil.ll3.JI-r~Mr-a.J.LiuJilleL.°-'::'.lT..£;:;~Li~+J;+~~';~LIe1"~~~'S_&_2_Sh_o_r_t_c_e_r_t_·__.Jtl1i~L·J:8!18W -+--_1 ___t-_-+__-t ~'tiVf~.l1a~1~i.::'~:l.E';"a..'1LI9.L,o='M~·r~,<:>-!R:Y;~~{.l...PUI~l.r,...t7";~~'l::Ct·weALC~~IT;:J·J.~~~.~~e.·.rrtJt;.J~..I..Jl';~~('O~'!=!~1+t..:,~e.!l;Lc::l~~·~8~8!_l_---l_--: Notary Public Acknow edge Deed 141 .'800JohnD.Woodward.trahsfer stamps 0 ~~~~~~lD~~~~~o,f!;_F~~~~~+~ertificate ~.gg---r---t---t-----J.\k~,J;!,.y......J"AU:l.LJ,.JC-,-.1U.D.jJ.a41:J..LJ5..---------A...I.l.U..-4----4---Russell Marino,Filing Inventory ~.22.."."M<:>-r;nn R<:>1<:>n'0 nn 1.O++01"C;:.~:'III v U ~+11~-r+F.Murohv Attorney's Commission 1.029.( 0 01;l1a Hendershot Executrix's Commission 1,029 00 COMMONWEALTH OF PENNSYLVANIA } COUNTY OF WASHINGTON 5t1, I,OLIVE HENDERSHOT ..'." -....\~, ,I I .. 1 \ ,',,.,'.... •''~j ,.,,.:;..'.' .•.1 .,'J "',.,".'.: .....,.... ..! 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