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HomeMy WebLinkAboutOC1969-1011 - ESTATE OF HESLEPPETITION SUR AUDIT IN THE ORPHANS'COURT OF WASHINGTON COUNTY 1"'---------------------------------------........,Testate Form /I Esta;te of ~~¥~?..~~.~b~~_'~L~!.~.........................No 9.~.:.~.~._:J9.tt A..A. ......~~~.~?..Y!..:..~~~.~.~.~...............................................Fiduciary ~~~~X M~.~~.~.~.$.9.~~~.c1 . ..............................................................................................~~T!i~~~.~.~..~!-:~.~.~.~~!.~.~.~, Deceased KATHRYN CLINE,Executrices Date of Date of Decedent's death ~~g~~~}.~!..}.~.~.~Grant of Le!tters $.~.P.t~.~J?~~.J.~-'..J~.~.~. This is the :f..~~.§t.~~g..r!g~L account filed in this estate .If there have been former accounts filed in this estate,list file number or number and term :.:-. Election to take No Election filed·. Under or Against will.(cross out one) Date Election •Place of;. Filed ~.~~Record ~.~.~.~. Name of surviving spouse ~.Q.~.~:. List issue,where material: NONE Did decedent marry after execution of will?(indicate)~.No.Any children born after execution of will?(indicate) '6ex.:I~o.If answer.yes,name them :.7 . --_---_-..-_-:---__-__--__-__--_-_-___-__.._---_.._ _.._-_..___.-------------._.-----_.-----_..__.-_..--_--- Leg.atees Betsy McPherson .".- Katherine Cline ....- Lucretia Brown ,.- June Richardson ~ John Cochenour ~ Robert Cochenour.............. Harry Cochenour~ Relationship Niece " "" Nephew I' " Interest " "11 " "" Fiduciary,if deceased or not sui juris List,if exceptions to above: NONE If partial intestacy,give facts: NONE Adeemed:Revoked:Lapsed:Abated:.-•Give Cause: Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account and of call of audit?Yes.b4il!. If any exception give cause:-::-'. File copy of Notice and date of mai Iing ~~y~.~?~.~g~~..M.?:y...~_'~.~.?~..:-g.<?.P.y...?:·~.ti'!-~.b:~~..h~.:r.~t.<?:",. lit'~., Is estate subject to the filing of a Federal Estate Tax,Return?..__~~.cc ._••__•__.,•__•.,•._ Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $__..~_?-~~_...._.._ If the Will makes any portion of estate subject to a life-estate,give name and birth date 0f life tenant.~_'?_~~_... ......._-..-..__-___-..-_--_._-----------.---..---..--.._--__----_--__-_-----_.--__--------------.--- 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: Cash advanced to take real estate in kind $.~.~.~.~:..~.9.. $~_~.~:.9.Q . 16.00 159.00 Total additional debits (Add) Itemize any'~additional.credits not shown by account:'=j.J ';",1.~",'. Russell Marino -Filing Account S.Barry Anderson,Esq.-Fees Total additional credits (Subtract) Balance for distribution $.._~~.?=.Qg . 2913.00$. If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value); Balance consist of real esta1e value $2913.00 ...',. " L 'I 1i.... j pt If Family Exemption claimed by Petition,give place of Record:~.~___ .-------.---- If Family Exemption is claimed at audit,give name,relationship and basis for Claim:.__..::::. List any advancement or distribution on account that has been made,and nature and amount of same: None Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections to tqke in k,jnd if b_alance)s not in cosh:residuary shares being stated in proportions: See copy of suggested distribution attached. COUNTY OF WASHINGTON,SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly.~~9E~___doth depose and say that the facts set forth in the foregoing petition are true to the best of..~.~~~~__._knowledge and belief. ~~.?~!?--~-___to _~~d subscribed before ir ~r -'rr,70 me this._t-l2.._day Of..',~.~.::M.a..:Y.c..::..-~..19 7J o ."'~r--.-.'......_'h-)dtt..· Signature of OffiC~i-..·.~'~/-6f.~~.~.:?-:P'~L,'f:.-. ~Nritar p .- "I -7"'= T O,tl f Off'Y/~lJllc,Donora,Washifi'-leo Icer rc····,.··,.···········.·.·.gjOll OURty•••••••••••.-S omm,sSlon Ex '.~;,.''\.~;",-.,!"e§Jl,I/Y;30.1973 Office expires :~.;"~""..:;::s.~.,,0;I'".'I.............,~ •<....' And your petitioner will ever pray,etc. t,/:.Kathryn Cline t .'.Execu rIces '., "'~-" " \:, ~,.. ...'6~-69-1011 A.A.No... , Estate of..~AM~~..B~~.~.~~.~..;L~L~. JAMES W.HESLEP Deceased . .BETSY McPHERSON andFIduc10ry_ _ . lSatherine Dine,a / k / a Kathryn Cline,Executrices 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:po rag raph b-c;and divisions thereof:shown on pages 23-24. 1.Written prae,cipes 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 o·f grant of letters if not filed with account. 8.Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9.Signed and itemized elections if any distribution in kind. 10.Copy of Federal Estate Tax return ifes- tate is subject thereto. 'Vd "OD N01~)N1HSVfA S1111!\,.:!0 H318 !~:3 ti ONIHVH "1"13SSn};lh ,\ sE 6 Wtl 8i HOr OL q""":!'ll',U ;J .:: \" ....lrt."'\,-;":-("./..$".....····.II.{( .:'::.."":.....£(~to., ~~::-:...-.:I.;:'\fI.....:rv:~.\.' :..:\-\:.~.r.." S'--;;".<:"-CJ-:;,/....ro/'•,•I'"••.-"/,.-......~..,-'~"I"I f!/',....,,"'- 'f ..1.\,,\ f"lfUntil\\\\\ oJ;,,'"".-,.'•....-....~'.i~~···Ait~;;;;;···••••••••••••~2 ; ~~,.'0 I>',~,.if'...."..-' ':·.f'"'!,<.. r ( ., ," S.BARRY A.NDERSON, .AT'rORNEY ATt-4A.W -:'::' DONORA,PA,15033 PHONE 379-6241 IN THE COUirr OFCOMMt.N jZlLFAS ();E'\\wsJUNGTC·N COTJNTY,PA.,, 'OR F~nAN:;t COUR,-OlVIS10N.":',' , In Re: JAMES l.{ESLEP',·.O'!f./a· JAM:ES VI.BESLEI''fi,~. Decel1sed.,',, ., " '. ) ) ) ) } !.\,," ,) " No.8!-89-1011 You are h,e:r9b,y.(lO~iI!~dl thatt~o rFtrst luad :.ft~~l-.Aeco~t of . ,-.f _L"...~_'.•-.;.......t _.~ the abov,-named dGe~d.mt bas been rUed to the Ruglaterrit :WU1I''Office In,,,' •c~>...... t.~.'.'l......~• You are fUt'th.~notttiedthat final audit ()t~~.id',icCiou~t91U 'be:-:..:.~..: ,r', •..,..'...."I ,made on ~0tld!I'~.al-!!!~~...t.'.19,J at'!:.!p~:.cl~c:~,P"~;.1n the OrpbanS'! .''" ~. which tim.10\1 are "pUtted toappea.r and be.he~u'd If you 80 'desire. ,~..f _• !s/s.Barry'Anderson..~.....--.....~.~...............~~.......I"·......Ol'~.iMio"S.Harry.Ander.on.AUT.fOr Estatt' -~...-........--~.., '. ::'l,,)·:r ...Ioc......;.~hJ~:.f)'(; f &..:!h...l;~3 1:~"":.10 .,,..~ I ,.';~:T I.~.~ 'I -. ,. " ,, t ,..<""k~... l ~."I" ,.. ,"-'l-'.. ,.f• \:~...-.......--~.--...,;,;,............." ,"',..ri '.Ie'I"-L .''"-41/.I I, .... 'L ;_t' .. "\"~,!; ~'... "~. •f _,.".._-, c::i ..(~~~t'/ (.) -1.. .. :'+ .~ ....,.~...I-•• Fo,\ ~.~.--~------"-----~---~...:.,---.-:.._-------- p---~------_._-- Affi~autt (@f 1fxrrutnr (@r Abmtutstratnr j;tatr of 'ettttayluattia.~55: cnnunty of lIaal1ittgtott \ Personally before me,the undersigned authority,a ~~~.~:!..~.~~.~.~:..in and for said County and State,appeareci!?.;§.T9.X....M.£:P..B.~.B§Q."N ~!}Q...~1:Jf~.¥i;N...:.:,i gJ.:.JN.~ho,being duly sworn according to law,deposes and says that they is the executor or administrator of the estate of J..R:Jn·I~·st·....~~ltfiP..g1.~d..l.g..·J.~m.fl·f!..·tY!..f·~..t·h·H.fl·f!JI·~.P...d......·~..·decealsed,t tthat tfhJ£~~~iW ~c~~~1~p~n~1~tlaa comp e e mven ory an apprmsemeno e rea an persona es a e 0 ..J.cam.es..,Q,eslep., 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 ite~~~~~~,~:.the above.named Executari~AdmiBi6kater.£E~.~~~ _Sworn..anq su,bscrzbed before me thzs ......2.9.th.....-'"77-///J ' -da~·~·~..~~·~~==~__L_~-"~_;......:.:::7~·:-7..:i~~~~~t~;·......·.... Nota~·p~bii~~..D;~·~Oitaiit~i~p~·=:::::~·..........·........·T My Commissi~n Expires July 30.197'17 ADDITIONAL INSTRUCTIONS 1..An inventory must be filed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Orjgin~l 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. t;REFERENCE FOR ADDITIONAL COPY L:Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 ',',I " ':.1htututnrg aub i\ppraispwtut of the goods and chattels,rights and credits which .JAMES HESLEP,a/kla Donora were of.:.:::JAMES..W.I1 f.I.ESbEl?late of . Washington County,Pa.,taken and made in conformity with the above affidavit. j. T "I REAL ESTATE PARCEL I:ALL those certain lots or parcels of ground situate in Donora,(formerly Carroll Township),Washington CountYI Pa. b:eing:known as Lots Nos.7,8,18,19,33,36,39,401 49,51,52, 54,56,57,62,78,79,82,83,and 88 of the :r:hn of lots known as the Heslep Addition to Donora,which plan is of record in PL.B. Vol.3,pages 116-7,records of said County. PARCEL II:ALL that certain tract or parcel of ground situate in Donora (formerly 6::arroll Township),.Washington Co.,Pa.,and described as follows: BEGINNING at a R.oint at the corner of lands here conveyed and lands of Thomas G.D.Heslep and adjoining lands of William T.Rabe,N.23°10 min.W.a distance of 342.58 feet to a point in lands of Lucretia Heslep Cochenour;thence along such div- iding line S.89°29 min•.30 seconds E.a distance of 1971.76 feet to a point;thence N.12°34 min.40 seconds W.166.46 feet to a point;thenceN.77°3 min.E.120 feet to a point;thence S.12°34 min.40 seconds·E".a distance of 537.35 feet toa point;thence S. 77°3 min.W.120 feet to a point;thence N.12-34 min.40 seconds a distance 48.82 feet to a point;thence along the dividing line between lands here conveyed and lands of Thomas G.D.Heslep N.89°29 min.30 seconds W.1907.13 feet to a point,the place of beginning. PERSONAL PROPERTY None DOLLARS 645 00 w.- 2,268 00 $2,913 00 CENTS ,. ~lD5 0$-:b7-/DII Inventory and Appraisement IN THE ESTATE OF James Heslep,a/k/a James W.Heslep,·deceased f........................................................................................................ Filed ,19 . ." " o (. {., •Co u " (, ~~>rn ;::P(I;l0C;;;::z:-'-en~(Pc.n~~fTlqn'1r".,.,;:g r'"'°0:;z;.,,~ Q.,..,,;::;.,-Q-«::::qkE~~- ...""'rJO":lu:;,.'.I c=> ~, r->r-""-4 i'"'->rn t.AJ , ~ to·...-.--. Q t.vc.o " • J)lt(8D-~L 3?7 ~9 STATE OF PENNSYLVANIA, 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 Jh.~.Y.verily believe, ...'.,....-;.'- . .eX~rt Sworn..:and su~scribed:before me this ~. \,--~/'-~~~70dayO(~.,:..::;~~T &~.-.19 . '"'.,"..............,~ ,'\.._.~._...w_._~~.'...._.._~._.~_._.._.J.~••••••••_••-•••••~._••_•., -Notary Public . Notary Public.Donora.Washington County My Commission Expires Ju1r 30.197~ Wa1shington County,ss: Cline,Executrices I do certify that I have given legal notice 'to all persons concerned of the filing of the within account in the manner prescribed by Sta'tute and Rule of Court,as evidenced by proofs thereof filed to No..k.3._-:...J..lJ.~j/)..b....._.... W~my hand and official 'seal this ~~__.... day of _Jl.l~_~--197~. ~~'.~._-_.... .egister of Wills ---:---~--~'~--~..:--,...~N .......,-_.-~-.:.,---...=..-.:-:...------------..--- ;...00 ....~'"Oi 0 ... 0)::l 0):....0 ....l:I C)Co)l:Ioo!::l cd!•..-1 ::l -...f)cd:0 ~Q)0'-l <:.l -:.d <:.l0);<:.l ~i +'F ....<:.l -"-f C):<lj '8 ::s ;f f"~D»0 <lj -cd O)i _: C)L f"'-"....()!cdi 0)t t..,...t_'"0;~"d 0~Q)... ........i ~~Z ..:ril ....p,ril['70 APR ~l:I rx.-Poi!PI!Q)Q) ,1 0 z!I 2 :7j '"l:Iocdrili..Q)... Ul:~.,...~oI-l:A :~N ~'~"Hi ~Hi Z ....!<lj tE-t Poi m:~i C):l:I~~~!r-t I-l ::l r~cd ::r:::H RUS~f."1 j 0 ~rn H::r:::s::~!~,f',~:'-'"I t f <:.l ~•..-1 Poii C)'-.,"-'1.,,,L:".1·\illl;1'1 0 <:.l l j r;il m :~Zi REGISTEt<oj \s)~.j C):Z OF WilLS l:I~:I-l'::r::~i '"0 ~~WASHINGTON :a d ..........\'1 s::~CO..PA.....,9 l:m mi cd I>i!'~.... 4 ::r:::r::oj ~~~i m:Q)S~~!+-'H E-l E-i .d ...00 ~....'1'1~~!<G ~0 Of ~~<G <Gi '..-1 ~l:I ~I-;)!~~i "d .\'j'ci l:IZ<lj 0>o ,;'...-I ...: ~......j<-. / I"r ,.; II,lIIJ)i}!JI J1J .! ,'\J I."'/'J... '.'.<:.":"//"/-;..--.""-:-~-::-.-.(--': ~:-:-;~::- C :CJ ~ ..........J.--......,................;.,..,. .......'lr /(p Counsel for'Accountant /\.• IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION In Re: Estate of JAMES HESLEP,a/kla JAMES W.HESLEP, Deceased. ) ) )No.)--------- ) ) FIRST AND FINAL ACCOUNT OF BETSY McPHERSON and KATHERINE CLINE,a/k/a KATHRYN CLINE,EXECUTRICES The accountants charge themselves as follows: Real Estate.-Per.inventory filed Cash advanced by heirs to take real estate in kind Total Charges $2,913.00 1,221.75 $4,134.75 *** *** ***** ***** * HE CAPITULATION Total Tot al Charges Disburs,ements $4,134.75 1,221.75 Balance for Distribution Balance for distribution consists of the following: $2,913.00 Real Estate per inventory value $2,913.00 The accountants take credit for the following disbursements: 1969 Aug.14 Sept.11 Lawson-Rabe Funeral Home Russell Marino,Reg.of Wills-Probate Will $1,167.00 12.00 Oct.7 Oct.~2 Guy Rogers,Deputy Reg.of Wills-Trip to Donora Valley Independent -Advertising estate Washington County Records -Advertising estate Russell Marino,Reg.of WillS-Filing inv. 15.00 10.75 14.00 3.00 Total disbursements I $1,221.75 ";\,'!Jf:;,~.r"liiJ.L"-4~~TE';,";::;.~:,,·.:;'I' ,''VB"'tOO N015liH H$\1.M . '!S"~1,:I,M;;PJ·;¢£·~J.$~,6:ili .n.td.,h\:I+t-,;·,C--'!-:!l':'~~'lJI~'J"~',~$jt*....;1 fjl_~i:';Jg 1:f':....•.f~'./i1noO··l.91,..iJ..{U mlt ..,.",'; 'Q31ld "t Dec e a s.e d. JAMES HESLEP,a!k!a JAMES W.HESLEP, Est a fe.0 f . 5.·,BARRY ANDERSON ATTORNEY AT LAW 617 McKEAN AVENUE cONORA.PENNSYLVANiA 15033~.;;.,"~..•:'.•~'l PROOFS OF PUBLICATION In Re: iN.THECOLJRTOFCOMMON PLE.A.S'OFWASH.·cO.,PA.#.,j"','.,""..'Of{PHA;N$'cdVRT DIvISlON OJ ~\ .,c i-r II ,..;~ ,- y......- IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA ORPHANS'COURT DIVISION In Re: Estate of JAMES HESLEP,a/k/a JAMES W.HESLEP, Deceased. ) ) ) ) ) ) No. PROOFS OF PUBLICATION ------------------------------------------------------------" ,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}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: ..........Oc.t&b.e.r.9..,16.2.3.,1.9.6.9.. that the affiant or the corporation in behalf of whioh he is acting is not interested in the subject matter of said notice or advertising and that all of the allegations of thPf~t .as tC;;he timeffj andJ7ter of the publication are true.~C::;.lJv. ---=~""""~.. Editor Sworn to and 'SU!IQ&;rJi!Qb~edL!b~e:!!fo!>.!r~e...;m~.....tJ:US----- ........2.3.r.d..day of O~tQbe.r.,19 6.9.. .............~er :. Estate Notices The Register of WiHs has granted letters,testamentary or of administration, in the following estates.Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • ••• •• •••••••••• HESLEP.JAMES,a/k/a JAMES W.HESLEP,Dec'd. -Late of Donora,Washington County,Penpa.___~__ Executrices:Betsy McPherson,Kath-'ryn Cline,24 Heslep Plan,Donora.Pa.15033Attorney:S.Barry Anderson,617 McKean Ave.,Donora,Pa.15033 Proof of Publication of Notice in The Valley Independent Under Act No.581,Approved May 16,1929,P.L.1784, as amended by Act.No.51 of April 24,1931,P.L.67 " State of Pennsylvania County of Westmoreland }ss: \I i Assistant Personally appeared before me William H.Pore,Secretary of Man Valley Newspapers,Inc.,a Penn- sylvania corporation,publisher of The Valley Independent,who,bein~dl,lly sworn,deposes and says that The Valley Independent is a daily newspaper of general circulation in Fayette,Washington and Westm6reland counties,Pennsylvania,and elsewhere,published in the City of Monessen,Westmoreland County,Pennsylvania,that it was established June 28,1902,since which date The Valley Independent has been regularly issued in said county,and that a copy of the printed notice or publication is attached hereto exactly as the same was printed and published in the regular editions and issues of The Valley Independent on the following dates,October 9,1969 October 16 ind 23.1969 Mone.;~_n,ota!"y ..puhli'ci>ll.· f:IY Co',.",.,.,U...o.:j1lceS Janu..."7,.971 STATEMENT OF ADVERTISING COSTS: S.Barry Anderson.Attorney atT~w My commission expires COPY of NOTICE ILeft;:):·J~~·oriiAa;~:t James'He'slep;'a·k~il.James W.,.·Heslep, late;of .00"".ra;j.w.~.s.hing..ton.countY;\.de.ceased,"havin9f~een:;ilranted by t~e Re9- lister 'of Washl.Qgton,/.;Coun.!y,,'.notlce '.IS .hereby g.,.v.e.n.'.t..o.,,,,.all per.s.ons~ln.debted'tosaid!estate.to :'i:!!~~e iil'im.ediate;~p.ayment,Iand'to those;.t,havlng cla.ms agaonst fhesame.to present'them ,without'delay toBetsy",Mcehersori and ,;Kathryn".,.Cline, execulrixes/24"Heslep Plan)'<jDonora,Pa. '15033,·;S;.Barry,Anderson)',Esq.,attor- 'ney,617 McKean Avenue,Donora,Pa.15033.•r 10;9,16,23¥~:~..;.'~::..~'11...<.'.-C-- J --".:."--' Affiant further deposes and says that he is General Manager of The Valley Independent,a dolly newspaper of general circulation,and as such is authorized to verify the foregoing statement under oath,and Affiant is not interested in the subject matter of the aforesaid notice or advertise· ment,and that all allegations in the foregoing statements as to time,place and character of publica- tion'are true.......\~.cf.r-"-- 617 McKean Avenue Donora.Pas 15033 TO MaN VALLEY NEWSPAPeRS,INC.,DR. For publishing the notice or advertisement attached hereto in The Valley Independent on above stated dates $10.00 Notary $1'75 Total $10.75 PUBLISHER'S RECEIPT FOR ADVERTISING COSTS Mon Volley Newspapers,Inc.,publisher of The Valley Independent,a daily newspaper of general circulation,hereby acknowledges receipt of the aforesaid advertising and publication costs and certi- fies that the same have been duly paid; By MaN VALLEY NEWSPAPERS,INC. 10/7/69 C o P Y 1s 1 Betsy McPherson 1s I Kathryn Cline i\ffi~auit (@f fxrrutnr (@r i\~mini!itratnr Sworn and subscribed before me this . Se t 6'9;'~day of p.:19 ::-1sl ~ranc·ESWisyanski................................................................................................................... Notary Public,Donora,Washir.gton CountY T My Commission Expires July 30.1973 ADDITIONAL INSTRUCTIONS 1.An inventory must be flIed within three months after appointment of personal representative. 2.A supplemental inventory must be filed within thirty days of discovery of additional assets. 3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33, Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in- cluding Copy of Will and copy of Federal Estate Tax Return. REFERENCE FOR ADDITIONAL COPY Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2 C o P Y t;tatr of 'tttttByluattia.t 1l!t: (finuttty of Ban4ittgtntt ~ P all b f · h d . d h'a Notary Public . d f 'dersony e ore me,t .e un erslgne aut orlty,a In an or Sal County and State,appeared.f?.~.t.§.Y...M.£.:r..h.~.r.§g.u ..9:p.sL:K~Jhr.y..n QJtp.&who,being duly sworn according'to law,deposes and says that he is the executor or administrator of the estate of J.~m.~§...H.~.~~.~J?~....9:.t..~!..?:...:!..~~.~.~..Y.Y..:....g.~.~~.~.p........deceased,that th:r~~~~nil~~~e~plesac?~1~ute a complete inventory and appraisement of the real and personal estate of J.ame,g W.v J;18~.18p., deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite each item of real and personal estate in the foregoing schedules are determined and stated by the undersigned to be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each item made by the above named Executor Administrator. CENTSDOLLARS 3JttUtttll1rU attll.Apprai.atmtttt of the goods and chattels,rights and credits which James HeSlep,ark7a were of J..:a.ro.~.s...w..t H.~.s.1.e.p.Jate of !?,gnQ.r..9:..~W",hington County,Pa.,taken and mode in conformity with the abave affidavit. REAL ESTATE -Parcel I: All those certain lots or parcel of ground situate in Donora,(forrrerl Carroll TOWnShiP).Washington County,Pennsylvania,being known 1/", as Lots Nos.7,8,18,19,33,36,39,40,49,51,52,54,56,57, 62,78,79,82,83 and 88 of the plan of lots known as the Heslep Addition to Donora,which plan is of record in P.B.Vol.3,pages ( 116-7,records of said County.$645 00,---..,.,.j,._"_..------~ Parcel II: ALL that certain tract or parcel of ground situate in Donora (formerly Carroll Township,Washington Co.,Pa.,and described as follows: BEGINNING at a point at the corner of lands here COl veyed and lands of Thomas G.D.Heslep and adjoining lands of Wm. 'T.Rabe,N.23?10'min.W.a distance of 342.58 feet to a point \'in lands of Lucretia Heslep Cochenour;thence along such dividing , line S.89°29 min.30 e;econds E'.a distance of 1971.76 feet to a . point;tbence N.-·12°34 min.40 seconds W.166.46 feet to a point;- thence N.77°3 min.E.120 feet to a point;thence S.12°34 min. 40 seconds E.a distance of 537.35 feet to a point;thence S.77°3 min.W.120 feet to a point;thence N.12°34 min.40 seconds W.a dist~nce of 48.32 feet to a point;thence along the dividing line V~· between lands here conveyed and lands of Thomas G.D.Heslep N.89°29 min.30 seconds W.1907.13 feet to a point,the Pla/ beginning.~_2263 00 ,$2913 00 PERSONAL PROPERTY NONE "lj N.~ 'Vd "00 NO .U}NIH SV fJ\ .....~.....<:J Slllh\30 C\3.lSI~3't1 <:'"~ t ON\'cl\Hi T13SSnB ~ .,.. C) '"'lt.I:: \0 ~~ ~~~ St .~~!~8i ~nr ot.~ C/:) b ..,:A :A "ti- '-~"ti- I ''1 '3 '1 J ~ ~ \J 1 N.'" ..-: ,a '" i "'tj ~'" ~ ~...r ., I" In the matter "or the Audit of Accoun.t in (JAMES "HESLEP,a/kh."Estate 0 '.. JAMES W,HESLEP TO THE AUDITIXG JUDGE: If r1''1'1.t..~•..I!.l 63-69-101lNo.--_---_-0;19__•A.A.. ...• Enter:....-__m"'-..:::.Y..,_..-----appearance tor ...i ~',"-..''Bet~j MCPhersori:~nd"K'athrYh'cline,Executrices of the Estate o{James Ffeslep,a./k/a James W.Heslep"'-cleceased.~ i - ----:..~-:..~-------------".-'-.,.--..':--""'---'----------------. .19--:?Q.. -. """S.~~"~~"~_ 18th day o(May" N.B.-Counsel shalt.by separate p9.per.present a concise statement or eacb claim.with supporting calculation of any interest claimed.Objectrons to an account as tiled.shall be concisely stated in a separate paper. Council suggesting proper distribution shall tile a separ9.te concise state· In.ent in that regard.- ..... \ ,....I.\.,E·....D'.ji61 '..'.~i -'., RUSSE'!O"Rmo nEGiSiEt1,Of WILtS VIASHINGTON GO ..PA, j IN THE "COURT OF COMMON PLEAS OF WASHINqTON COUNTY,PENNA. ORPHANS'COURT DIVISION and the attorne~is S.Barry Anderson.Mr.Anderson? All of the heirs are of age.And th§!y have a sister who is not in the -deceased.The Executrices are Betsy McPherson and Katherine Clin No.10ll'of 1969 .) ) ) )r ) ) .) ) ..I.,...., HEARING ON AUDIT ". Number 1011 of 1969,the e~tate of James Heslep, THE HONORABLE P.VINGENT MARINO,Judge of the said Court . Monday,May18,1970,at 1:30 o'clock P.M., EDST. If the Court please,I have the necessary papers. S.BARRY -1\NDERSON,ESQ.,9f Donora,Penna., "representing the Accountants: MR.ANDERSON: IN RE: JAMES HESLEP,a/k/a ESTATE OF ~JA MES W.HESLEP,«.>..I .. ~Deceased..zZIIIII. i~Clzi~BEFORE: ~'. ui 0:III..0:oII.~THE COURT:..0::::loU ~ij ii:II.o ..:u~Ul Q APPEARANCES: ..I«§c.:::l., ~TIME: i ~"~ I (\e ~. e Will.And all we have in the estate'is the real estate and they ask the Cou rt to include their sister in distribution and they have sigl ed a request,subject to the Court's approval,to that effect,'which I ha e attached hereto. THE COURT:Are all the parties of age? ,.,~.~ .,,.' .:.,'II MR.';ANDERSON:.., THE COURT:" i' Is there anyo~e else in Co.ur~.i~teresfed'inlhis '. ". " , '" '. .,. .",., " .. ,- ..,co. ,..~... (AUDiT'::CLOSED )" ,"'.. ..,r •"- ('NO,RESPONSE ).? The audit of 'this,accburit'is or~iered ciosed by th .. " " I, t ;.~ t . " ", ,.' "'the f~egoing'recordotthe ·proce'edi~gB,uponthe:hea".i~irig;.-:....,,'...:'......',"...:." ",', ".. , , ,, ,,(. »,.' " ,'" .. deced'ent'sestate 1- .Cour,t. '. t '.. " ..,...•f' above cause~and that this c~'py.IS a correct:trans~ript"6fthe same~ \-...-.'.'*;...."'•-..-~~:".':'..,..-"':,', ..,<-,+'~'..'•.-'"•" .tit·;..! thereby certify'that the'procie(fings.~~dJ~~iJ:lend~·are;con- '.",';,'"":;-".','.:,'.....:"'~~"....... tal neclfully and accurateiyin the notes-taken by me on tl~e,h'earingoftl1.~-.....'".',',". J I l l. t , ,f',i .. " • "..' .". " ~,-:.,-- (.'0""f!. ,...... '-.\~:::.~..,.~... _.f,'.~"... .; J-.. ~, ,. \.~ .H..i .\ .... .'.'.'::';.).'.~(.'r......,"1".IJ"~.'~.".,•.,'.r.....--'~(,.".(;1.•CH1.:'j.. ',:'" .. '.~,i'.'~,,~.....,.....~.. ,.'~liij~n.tl~zj~3"':~~'Jt!f~ifJ.c.::;t>!.)f;,.ftl ':'!!O'CJi q ')'1alj a1. I' .. .i I " '1 l cit 'Cd i'~Sq,i~i P~i){lb1.ol:d .tt;!f.03~Uh..:it··:l:"kiiLlL'6 ·~.::~I· ,',~..,..:~ '1:'1"-'-1'{I,....U-I..I C " :t-'.L": .~. .-. ,;'" J" ." .....~..'-.'\-/.... ,;:...; ~;. .. " '. .', ". .. ",'t• .'. .' .~;,. ..~.".' .. .'~ ~".,~,~--~.:~ .'t:' "-~-..~ ;e-.', ,.1:~- , -.~. -.,~.\.~~(ii,?"a~ni ~rl,j ,ftC~"4 ~-llL~~:~f;;'lI~~~d'~:AP J)"tCl0 ::i"!'2.~~O}4$'!¢J "~rl"): .- ".f· -_._---------~--- i ~\:n--J. In tift Ql:nm nf Ql:nmmnn Jlruli nf Ihlli4iUDtnn Ql:nunty, Jennliyluuniu,®rp4unli'Ql:nurt Iliuiliinn ESTATE OF No.63 69 1011 James Heslep a/k/ar,In the matterofthe First and Finel .Tames W.Resl ep Account of Betsy McPherson 8c Kattutrine deceased.Cline,Executors. ADJUDICATION AND DECREE And now June LZ 19--lSL,this matter came on for hearing, audit and distribution at this session and testimony t~ken;'and thereupon,upon due consideration thereof the balance for distribution in the hands of the Accountant is determined to be $2,9Jl3.00 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 flied sec.reg.or an appeal be taken herefrom sec.leg. SCHEDULE OF DISTRIBUTION Balance per account _$2,913.00 2,9'3 00 3,079.00 3,016.61 2,913.00 rTl'-Ul..A-I /0,/97() 'tJ:J.t,I J1(~ 364.1 At'torney --WS....·.--cBa9~r~r~y.-QAQIl.Qdce~ra.s.gOQtI--------1 Balance _ Deduct Clerk's Costs &Receipt::..s 1 Additional credit asked at audit Russell Marino,.Clerk O.C.,costs in certifying real estate to Recorder, Additional debit asked at audit John D.Woodward,Recorder,costs recording cer- tification of real estate $7.85 -Costs r~cording assignment or agreement 7.50 Contribution to maintain assets of estate in kin , 1=~~ Betsy McPherson~niece,1/8 residue,including an undivided l/tl interest in real estate as hereinbelow described,held in kind and distribu as such at the appraised value, Katherine Cline"niece,1/8 residue,inclUding an undivided l/tl interest in real estate.as hereinbelow describ~d,held in kind and distri- buted as such at the appraised value,. Lucretia Brown,niec~,1/8 residue,including an undivided 1./8 interest in real estate as hereinbelow described,held in kind and distri- buted as such at the appraised value, Russell Marino,Agent,transfer inheritance tax, See family agreement/assignment filed herewith and ordered recorded. ·f' '\ 0 » ~. -t. II'n :J Z ~ S Et-? 8' -:;r i ....J:CD (\):J 3 0 .... 0 0_.-t.-t.::; M CD ~ .. t ~".t ~\..,...0_.-t. .'~ .... == :T .. CD \ ~~ ~~~,", .\ ,. r ,", 'f ...' I' " " ... :;~ June Richardson~niec'e,1/8 resi,due,o in'cludi~g an undivided 1/0 interest in real estate ,as hereinbelow described,held in kind'and distri- buted as such at the apprAised value, John Cochenour,nephew,1/8 residue,.inclUding an undivided 178 interest in real'estate as hereinbelow described,held in ~ind and distribu as such at the appraised value, Robert Cochenour,nephew,1/8 residue~including anuhdivided 1/8 interest in real estate as hereinbelow described,held in kind and distribu as such at the appraised value, HarryCochen~ur~nephew,1{8 residue,including. an undivided I/O interest 1n ,reai estate as hereinbelow described,held in kind and distribu as .such at the appraised value,', 364.1 ed 364.1 ed 364.1 ed 364.1 No balance Virginia-Biedka1 niece,1/8 residue;'i~~luding an undivided 1/0 interest in real estate as hereinbelow doscribed,held in kind and distribu ed as -such at the appraised value, ';devisee James Heslep 'a/k/a James W.Heslep,devisor,and by agre ment"andfor REAL ESTATE ,TO BE CERTIFIED TO TIm RECORDER OF ASHINGT N COUNTY' BY THE CLERK OF THE 'ORPHANS'COURT D VISION assignment filed and ordered recorded,to Betsy , to John Cochenour,devi~ee of an undivided 1/8 i to Robert Cochenour,devisee of an undivided 1/8 interest;Cochenour, devisee of an undivided 1/8 interest;'to Virgini Biedka,devisee of an undivided 1/8 interest;each undivided intere t being in and to all the right,title and interest of the devisor in arcels f real estate of an undivided 1/8 interest;to Katherine Cline devise of an undivided 1/8 interest;to Lucretia Brown~devis 1/8 interest;to June Richardson,devisee of an divide 1/8 interest; described as,VIZ: PARCEL I: All those certain lots or parcel of ground situa e in Do ora,(formerly Carroll Township)Washington County,Pennsylvani as lots Nos.7,8,18,19,33,36"39,.40, 49,52,5 ,56,57, 62,78, 79,82,83,and 88 of the plan of lots own as Addition to Donora,which plan is of record in P B.Vol.3,pages 116-7,records of said County. '\ " .. .' ." 1"_~1 .,1 '.-'.~., ~-t "y ,t;y. '."\·1 :~-" ~.~ t '" ~ ,..~ N ",f ..== , ; --.....i~ ~ •r ::l..,. :~ ~... ". t j ~I ',1· o-t. c• ~'...~, ...t f"t ",' ,.., ,.......-;;-, r ".~::s 'z ."n ~9 0 ::s-c:CD::s 3-'"-+ .'o·0 -toI :1:'.CD,.... 0-t. ~::s-CD .' .\ ,.'. "., .J.'. J .,\ .~ ,., ./ .' t ,' .f : ", r . \ ,.' -, '. \' .'. ,\ ,. .......~I ~... PARCEL II: ../I ~"':')t .... All that certain tract qr parcel of ground situs e in Donora {formerly Carroll Township,Washington Co.,Pa.,and described as follows: Beginning at a point at the corner of lands here 'conveyed and lands of Thomas G.D.Heslep and adjoining 1 nds OfVl~. T.Rabe,N.23°l0'min.W.a distance of 342.58 f~et to a ~oint in lands 'of Lucreti'a Heslep Cocheno.*r;thence al<ng such dividing 7/line S.89()29 min.;30 seconds.E.a distance of 1<19.76 feet to a point;thence N.12°34 min.40 seconds W.166.46 feet to a point; thence N.77°3 min.E.120 feet to a.point;thence S.12°34 min. 40 seconds E.a distance of 537.35 feet to a poil t;thencle S.77°3 min.W~120 feet to a point;thence N.12°34 min 40 seco~ds w.a distance of 48.32 feet to a point;thence along ~he dividling line between lands here conveyed and lands of Thomas (.D.Hesllep N.89°29 min.30 seconds W.1907.13 feet to a po~nt,the place of beginning. CERTIFIED TO RECORDER:JULY 10,1970. '".. !J[0 ~:l z·..... ~.[n .;:p 0 ::r l:CD ?;/t=f '.a 3'i CD 0 0 0........::::l:....~., ~0~.........::r. CD t := N f4 ,..~ s~ •~," ~.~ " Ln . (V)0 if)<-'CL Z .....lcn---ar;:-'--.r-::;l.o-c..:>.......,fA.,...-.:11:1.1-~Z Go C)00_..l c:c:l-ec ....J 'lJ (.!J LU w }-Z if)(j)-:Jr.U)-:c I ::::J ;:,:)c>(/)~_..:'~-:;l IJ.J <t0:::--c:::I c:::.;: LL-r-.. ,- /JFonl1No.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS A-BSETS UNDER $10.000.UNDER SECTION 701 OF ACT OF JUNE 18.1981. EF,ECT1'VE JANUARY 1.1982.(FILE IN DUPUCATE WITH COpy OF WILL ~TTACHED) I OFFICE OF THE REGISTER OF WILLS County of W~ph~Ilg~Q:p.. .:a~l'SX .lY.(G:P.BERSOl'1.Q.p~RaTHR~iN~::;:~LJNB p,f.~.4;.IJ~P.l.~P..:J;>~~AI..O~mQ:rp..I..l?~. (Name).(Address) being duly...m.~.~.?:~m__mmm.mm.according to law,deposes and says -that1h~"i~fh~m.nnm_m..l?~~·~~~~~~~~_m.nn.m __ H I /k/(Exec.•Adm.•Legatee,Ecc.)James es epl a a of the estate of....I§.m~§..W.!...H.~~l~.P..._.._._..__...._..__whose last residence was _H~J?1tm __-8.cjgiti(;m..l..J).QD..9X§'..l.._..._..__ (No.)(Streec) ...._.....__.....__......._...deceased,and that the whole of the estate of said decedent,who died __~~.~~t.~.~.l ...!.~!>9 (CitY.Borough or Township)(Date) consisted of:31q -"Lv"J REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANGES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS, Real Estate ALL those certain lots or parcels of ground situate in Donoral Estimated Value (formerly Carroll Township)Washington CountyI Pa'l being known as Lots Nos.71 8 1 181 19 1:::33'1 36 1 3;9 1 401..49 1 51 1 52 1 541 56 1 57 1 62 1 78 1 79 1 82 1 83 and 88 of the"'-plan of lots knoWn as the HeslepAddition to Donora which plan is of record !in F.B.Vol.31~ipages 116...71 records of said Cbu~.$645.00 PARCEL II:ALL that certain tract or parcel of ground situate in Donora (formerly Carroll Town-shipL 'Yashington C?I P.2:.,.~cwg,a.escribed_~4 follows:-..-,-;.4 BEGINNING at a point at the corner of lands here conveyed'~and ; lands of Thomas G.D.Heslep and adjoining lands of William T.Rabel N. 230 101 min.W.a distance of 342.58 feet to a point in lands of Lucretia Heslep Cochenour;thence along such dividing line S.89°29 min.30 Second~ E.a distance of 1971.76:'·'feet to a point;thence N.12°34 min.40 Seconds V.• D880t1a!>~Q})ert-y.< 166.46 feet to a point;th-Ehice N.77°3 min.E.120 feet to a point;thence S. 12°34 min.40 seconds E.•J~.distance of 537.35 feet to a point;thence S.77( 3 min.W.120 feet to a point;thertce N."12 0 34 min.40 seconds W.a dis1aro~ of 48.82 feet to a point;th~nce alol1g the dividing line between lands here co I1veyerl , ---.$2,-.91"3'"00:- and lands of Thomas G.lS>::Heslep N:89°29 min.30 seconds W.1907.13 .'v'"______-,-------::-__+__:..42~..., feet to a pointl the place of beginning.__I/L.C(~-;;';!':;-..:Z-2C;l&"OO-.J. V .-.- 1-:,-11../._~~J UO!O i,) ~,'19-1~~~~~~~. PERSONAL PROPERTY NONE c v -~ NOTE:You may expedite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's j account at the date of death and the type of account,account number and the exact name or names in which the account is registered. Jointly Held Property Estima~\Value c .\/.. ,:' - ~ .lames'Heslep and Betsy McPherson,joint account. Mellon.Natfonal Ban,k and Trust Company,,:"Checking Acct.,Donora,Pa " :'Ba1.·as of date oLd.eath -$1,587.40 $793.70 A£fi /)~~,(1"'>//-.5'/'-//-/Y~6?;4:(~ //c:/, - Transfers within TWO YEARS Prior to Death rc NONE \,., ,,,,,,,,,<,,,,c , ,,, <-, ,, ~<•,.<, That at the time of death there was no safe deposit box registered ih decedent's individual name,or jointly with,or as agent or deputy of another,or in decedent's individual name,with right of access by another as agent or deputy,with the exception of the following:-' ..r NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT,BOX .IN NAME OR NA?4ES OF,HOLDE!iS TO DECEDENT NONE -~C-,r ",,- - r. BENEFICIARIES ('.. BENEFICIARIES AND ADDRESSES (State full names of all and their addresses who have an interest,vested,contingeJ:}t or otherwise,in estate.>. Betsy McPherson....24Heslep Plan RELATIONSHIP (If step-children or' illegitimate children are involved,set r forth this fact.) SURVIVED DECEDENT STATE YES OR NO- AGE OF LIFE TENANTS OR ANNUITANTS AT DEATH OF, DECEDENT INTEREST OF BENEFICIARY IN ESTATE Robert Cochenour ..Sweeney Plan R.D ••Belle Vernon.Pa.Nepl}:ew Charleroi.Pa.Nephew Donora,Pa. Katherine Cline'"67Hesle Plan Donora,Pa. Lucretia Brown ...805 Thomas St. Monongahela,Pa.15063 June Richardson -11 Lucretia St. Donora,Pa.15033 John Cochenour ...Box 460 -R.D. Harry Cochenour ..Box 229 Niece Niece Niece Niece eYes , Yes Yes '. Yes Yes Yes Donora,Pa.15033 Ne hew Yes , RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED II...THIS COLUMN,DEBT OR CLAIM NATURE OF SAME AMOUNT .0.KEGISTER ONLY Funeral expenses paid .$$ ~ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses *. Counsel fees * Fiduciary commission * I OTHER DEBTS AND CLAIMS (*)See Note below " " ~ Total 'NOTE':List first five items in the spaces so provided,observe notations thereon,and instructions. (City or Town and State) ..~/Executor-Administrator) ':J,1~,.:;t'\'''1'.:.",' "24 Heslep Plan - .-..:oJ,- /,~.'. (Street Number) Donor;:'!,Pa.15033 i,~'":~:.•~)·r \' Subscribed and swom to before me this . Note:The estate agrees to advise the Register of Wills if the amount actually paid in se or less than the estimated amount claimed and allowed. 29th September 69........................day of ,19 . ......~...~~~. Not~q.t~if,.)Oo~jIJ..ngton County My Commission Expires July 30.1973 Having been duly s~r~}~Ol'ding to law,I do he~y....,certifY th~:he above appraisement is made in conformity with law on this ....................,.7~dayOf AJ~..'l····S·,9.&.9 n...;2</-Iv .. ................~..m.r.~..... <f!'prRlser In the event that any future interest in this estate is transferred in possession or enjoyment to colla 'al heirs of the decedent after the expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer-inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for /.County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts cliimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lesser amount represents the sum allowed as a deduction. Dated:,. Register of Wills Fonll No.RCC-62 (12-66) "\ WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF JAMES HESLEP,a/k/a JAMES W.HESLEP "Deceased ~" :, Late of Donora County of ..:y".ashington......................... Commonwealth of Pennsylvania lr7 t:::J~ "'v '-v ::bt~-e::;, REPORT ~~~PRA!§A~~':c,r,(J";)c::::.:r:_"'"~.-.--.;;;''7J ,._'"""">r-...".",'""""f v,--.itr>f'":"I n',"""1 -.;r-~-'r- ~c ('j "ry'~~~t'''''•_.;:;f)r-=.,.~,-~t""enO t.u CoO '. James Heslep,a/k/a ESTATE OF James VI[Heslep '-Ioll j DEDUCTIONS ALLOWED IN THE SUM OF $(lj~~1ft,0 ........~':L?~?q DonoraLATEOF _ .. STATEMENT OF DEBTS AND DEDUCTIONS AND AGENT OF THE COMMONWEALTH OFF"lCE OF THE Form RC C ·10 REGISTER OF WILLS WashingtonOF---'''--COUNTY DATE OF FILING APPRAISEMENT DAT&:OF DEATH __..:A::..-::..:u::.l:g"..;u:::.:s:::.t.::....:l:..:4:::'O,L....:l~9;;.;6::..:::.9 _ DATE NO.OF NAMIi:OF PAYEE REMARKS AMOUNTVOUCH';" 196~ Aug.14 Lawson-RabeFuneral Home Funeral services 1167 00 Sept.11 Russell Marino,Reg.of Wills Probating Will 12 00 0'uy Rogers,Deputy Reg.ofWin~-Trip to Donora 15 00 Oct.7 Valley Independent Advertising estate 10 75 Washington County Records Advertising estate 14 00 Oct.22 Russell Marino,Reg.of Wills Filing inventory 3 :>0 1970 Apr.1 Russell Marino,Reg.of Wills Filing ac count 16 00 May F.Wisyanski Notary Fees 5 00 S.Barry Anderson Attorneyls Fees 150 00 $1392 75 l / COMMONWEALTH OF PENNSYLVANIA l COUNTY OF Washington S.:James Heslep,a/k/a I,S.Barry Anderson,Atty.for t e Estate of James W.Heslen----------:;--~-------_-_-----__HER'EBY CERTIFY.THAT.TO THE BEaT OF MY KNOWLe:DGE AND BELIEF.THe:FOREGOING IS A JUST AND TRU E STATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF ADMINISTRATION SUBMITTED TO THE ESTATE oFJames Heslep,afkfa James W.He~i90.eED.AS DEDUCTIONli FOR INHERITANCE TAX PURP08~lJ~S '~A ,- :"/'U4 A f h ~f (L.S.)/k/SWORN AND SUBllC'RIBED !IEFO~E ME THIS T DAY 01"tty.or tEstate 0 James Heslep,a 'a~~:-....-r..:>~!'70 James,W.Heslep~v~~-.- N:>tary PUbli~'::-; Notary 'p-U'bHc.dono:~:::-wash;ngtori ~oun. My Commission'Expires July 3D,1973 • ,.........." 1 ~n ",{\ C'· .,. RCC-B I (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT BETSY McPHERSON &KATHERINE CLINE (Executor ~~. IN YOUR REPLY PLEA8E REFER TO 38-4-6 j In Re:Estate of ~J:.;;.M=.;ME~'_S___=.;H_ES_'L;...E_'P~_ _____.....:W::.:,A:::S,::H=IN:.:;G:.:TO=.:.N----County -File No.63-69-1011 You are hereby notified that the original appraisement in the estate of James W.Heslep has been filed in the office of the Register of Wills qf Washington County on December 9 ,19J22.Said appraisement reflects the following valuations: Re al Est ate _--'-...;2:::.L..9t.::.1:..3~.-=0~0__ Personal Property __ Transfers .,,-"="'""~'="'='"-- Total -.,---'---=2:.2..J..9=13~.!..: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 one year from date of death,interest at the rate of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date -'D:::.e:::.c:::.:emb=~e:.::.r~9.L2--=.1~96::..9!..__Signed OA\R·~'¥e-:-Jy,~~ Title W.R.CHANin,C APPRAIS ER DATE OF lEATH :August 14,1969 Note:This is not a bi". 'CC·3~(lj-6BI ::::.Ql.'.MO~'t?;EALTH OF PENNSYLVANIA TRANSFER iNHERITANCE TAX RESIDENT DECEDENT SUMMARY estate of HESLEP, (Last Name) JAMES (First Name) W. (Initial) DATE OF DEATH 8-14-69 FILE NO.63-69-1011 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 item in the last column to the right in Schedules "A","B","C",and "E". Dated:__-=1:;.-2:----=-0-7-9-_67-'9:---_ 08-14-69 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 VALUE AS REAPPRAISED $-------+-- 2,913 00 ~.'1.Lj UU 2.913 00 - VALUE AS REPORTED VALUE AS APPRAISED $$a.'fiJ ~ 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 Fl Valuation of life estates or (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue.$ t= $ $ C $ COMPUTATION OF TAX $---------4-- $---------4-- $---------4-- $-------+.-- $---------4-- $====d $------ $====~=== ___---...Jl- TOTAL TAX BALANCE :----~~ PAID $.....JL Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from_____to _ AMOUNT OF ESTATE TAX ASSESSED $----~ Estate tax paid $--1 BALANCE DUE Add interest at rate of 6%from ------I.to----- TOTAL TAX FOR USE OF REGISTER ONLY Tax on $----------4--2% Tax on $----------4--6% Tax on $---------4--5%Tax on $-4__~~10% Tax on $-+_.....r~~ Exemptions * Total Estate -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 .....JA~.w:•.~SLEP Deceased Late of County of DONORA ~;[ASH INGTCl\T Commonwealth of Pennsylvania REPORT AND APPRAISAL \ \ ... Fonn RCC-2 . ,I DEPARTMENT OF'ltEVENUE BUREAU OF COUNTY COLLEcriONS -HA1UUSBURG,PENNA.1712 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE p.~.~~~.~~9..?~.?..?..? COUNTY ~W.~~.h.:!-:P.:gy..~. FILE NO..§?::.?.?..:.~.~~.~_. Whereas..~.~~.~~.~~±~.p.late of P.QIl9.r.~. in the County of Wa§.hi..ngto.n..Commonwealth of Pennsylvania.having died on the ~~.h day of A~.~..~19 ~t seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I.............................................:w.~..~..~.....Gh~~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 esta.te for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ REALTY: See conv of invnetory attached 2,913 00 - , I Total 2,913 00 , forrn~;~':fhb~~::~h~.w~~~~~~:.~.~o~~..~m~~~!::~tfc:;:P?::":~~ij~ .1EJ~::~t,~.~.··..·········;:~:~::)·................................~..~~~. (Pm Ofllee) WASHINGTON................................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JAMES W.HESLEP Deceased. Late of DONORA Date of Death,!I::tl.gg~.~+.4.,J.9Q.9.. Appraiselllel!t Docket Vol.,.3..?-. Page,A:::.~No..?):-..(>9:-J.9ll . Filed in Register's Office,P..E:l.~~~.E3.~9,.1¢>.9 . Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut A ppra,isement, Appeal j"om Appraisement,. Entered and charged,~,. 'I , " Fonn RCC-2 ,•4 t '"•~PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS, "'-HARRiSBURG,PENNA.171Z7 COMMONWEALTH.OF...PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .N.Q.Y..e.mb..e..r ..l.4..,19.6...9.. COUNTY ~y.A..§.tI.~.~.Q:r..9..~,. FILE NO §.~..:..§..~.:.~..2.~.!_ . Whereas...J..A.N~.$.Ji...~~1.~J~.P.late of p..9.~.9..~. in the County of ~y.A.$~I~9..'!'.Q~Commonwealth of Pennsylvania.having died on the .l..4.t..h day of .A.~g~.~.~19 ?~seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania'• Therefore.I.................Ji.......R........C.HANEy..................................................................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. of Asset Unit ApprelsementDescriptionValuesMadeforInheritanceTaxPurposes $ JT.HELD PERS.:.. Jt.Bank Acct.Checking -#566-2804 held i the MELLON NATIONAL BANK,DONORA OFFICE,DONORA,PA., in the names of JAMES VI.NKUXHESLEP or BETSY 1v1cPHERSO . .. O'Dened 11-1-55.Balance as of date of death, $1 t;R7.40 One-half taxable 793 70 - J , Having been duly sworn accordin\.to law.I do hereby certify that the above appraisement is made inff~n- formity with law on thl.........................J4.t......................day of ...............................Ji.2y..~I1)!>.e~~~..... ..............~..........................................,............,,...... ...... ....................,............................................ Appraiser :::::::::::.:::::..:.:::.:::.::.::.::..:.~~.~.~.~~§.#.~::.~~~~~:t:i.·::.·.:.:.:.:.:...:.:...·:.:·::·:.......;~~~:·: (Post GIBee) H'"...WASHINGTON .H............County 1 r, ,~t".~~ol: ."~ .:t ~" RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JAMES \'1.HELSEP XXXIltXXWIXKKKUXlOOaSXKK Deceased. Late of DONORA Date of Death,....H ••••••••••••••••••••••••••~.~t?':l.~.~.}.~..?1969 Appraisement Docket Vol...35J,. Page,..~P.!:...~..{....................No..63.~..6.9."".l'Oll Filed in Register's Office,NOv.•...Hlj..19 69 Amount of tax due,$. DEPARTMENT OF REVENUE Received., Examined and Approved,. Wrote abo.ut Appra.isement,H Appeal f1'om Appraisement,. Entered and charged,. ;";,/[!Iil.i I 0 fll'l q J 6iUuUn•U J·,tJ,""...1 HUSSE U.MArH N0 REGISTEH 0:::\ilILLS WASHINGTON CO"PA. ---.. ~. .''. -. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF RE,VENUEt BURdu OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ,. RECOMMENDATION OF THE DEPARTMENT· OF REVENUE TO COMPROMISE OR W~ITE.OFF TAX CLAIM Washington J COUNTY Estate of J ames Heslep Date of death August 14,1969 County File No.38-4-6 Bur.File No.63-69-1011 Date of filing of Appraisement __Nov.9,1969 Name and Address of Attorney S.Barry Anderson-617 McKean Avenue.,Donora,Penna.15033 Name and Address of Personal Representative Betsy McPherson &Catherine Kline,Donora,Pap (DATE) 12-2-75 (TITLE) Date on which current and active lien was last filed __.::..:N..:..o.::;:n:..:e--=.F..=i:..:1:....:e:....:d.--_ Action initiated by Andrew J.Merva District Supervisor (NAME) :z: .::Jr:',..' if)a Rea I Estate -=2:..l1,..::;9.=1:.::.3..=..•.:..00.::-_ Personal Property _ ~Kfi~.It.Held 793.70 Gross Estate ---------i1-3~,-+-7....0...,.6.......".7.t.J0~--_ Debts &Deductions .--=1!:..i,J-=4.!..!2~8~.~6~0::::..__ CI ear Val ue ..,.-__~2O!..i,~2.w7!..:::8::..l!.~1::.::0:....-__ Tax Assessed ..l::@:o......&l.....5i.,a,%!..-:;l.34:L1::!:.L.7.!..;1~~_"""' ~~~~~;:-f-Ta-x-D-u-e---------l~2!~:8~(Rec#i~g}18~5~t7~~:~5_~0) Interest to Date to 11-20-75 34.84 TotaI Amount Due ---<!1!:.>5L>3LJ.w8~9L..-_ It is hereby recommended that the inheritance tax record in the above estate be adjusted as follows:_ A write-off of tax due in the amount of $119.05,plus interest of $34.84 for a total of $153.89. A proper investigation has disclosed:At the audit of thii:s estate,the Clerk of the Orphans Court,incorrectly credited a payment on non-testamentary assets to the tax liability on the testamentary assets,therefore,showing no tax due on the Estate Liabilities,and Mrs.McPherson was never notified of any further tax due.Upon reviewing our dockets for the Enforcement Program we found that there was an addition tax due in the amount of $119.05,plus interest,we then proceeded to Enforce payment of this tax.Mrs.McPherson then wrote to Robert L.Schrift,Chief of the Inheritance Tax Division,stating that she does not feel liable for this payment,due to an error by the Orphans"Court.Mr.Schrift then requested I check into this matter.I found that Mrs.McPherson is on a limited income,namely,a Social Security Pension.Therefore,I feel that since this is a hardship case a write-off of tax due plus interest is in order so that t,his estate may be marked "Closed".~(ATTACH ADDITIONAL SHEET IF NECESSARY) Investigated by Andrew J.~e~.District Supervisor (NAME)(TITLE) January 28,1976 (DATE) Approval recommended by ~q ~District Supervisor (SIGNATURE)(TITLE) Date Feb.3,1976 Approval Recommended on __....u~-=-.I.:......:::::.--_~' Signed . FEB 2 UifJ1~ORNEY G{NERALIQ,., } 1:'\...:j..: .:~ ~.... -, '"-~''1 ,"!'"~!!"" ~-_:Ii .:. ~;0 en....."-"m ~-,,~... en (,J --.-.......,.~ -'-:t.'-:rn r"'~ en 7J ::Y;:1 ......._!<t..~-....,....r--- v.)m ~,,"\'.l • ~•4 -j ~.;.J :::0 0 r-:i Z ,='"~;.j '--~ "",-..J.""'. C'"......-~ +~:t:: C).....,::- r-'77 i',J "'"r:;r -j ~!r CO r-~."J W11