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Home My WebLink AboutOC1969-1089 - ESTATE OF HEPLERIn tqr <nnurt nf Qtnmmnu Jlrn.a nf lfasl1ilt!ltnn Qtnuuty, Jruusylunuia, ®rpqnu.a, arnurt !litti.ainu ESTATE OF N 63-69-lo89 0.--~-~:..£-~~-~------- Mary E. Hepler, In the matter of the First and Final deceased. Account of· _ ____::Ma~wol.-:!E=:!l::!:l~en~li:!!.fu~e:-2e::le~r~~---- Executrix ADJUDICATION AND DECREE And now May /,? , 19_n_, this matter came on for hearing, audit and cistribution at this session and testimony taken; and thereupon, upon due considerat.on thereof the balance for distribution in the hands of the Accountant is determined to be $ 8,953.25 and the account is accordingly confirmed; and it is ordered, adjudged and decreed that the said balance be paid aut by the Accountant in accordance with the schedule of distribution hereto attached and mode a port hereof, unless exceptions hereto be filed sec. reg. or on appeal be token herefrom sec. leg. SCHEDULE OF DISTRIBUTION Balance per account. ________________ _ Additional credit asked at audit Balance ____________________ _ $ 8,9$3.22 Deduct Clerk's Costs & Receip':::a.--------------24.50 Afttorney ___ ....~P;:..::ai.JjtLL;:mLUn~oL......I.IC:c.ei""'s::~JJu:e~r;_j&~E:II.idww:.-;a.ar,~,;~d..&.;:s~------- j Russell Marino, Agent, transfer inheritance tax, including tax due on individual liabilities in jointly held. property, $8,928.75 ~J.], 1911 W. ~1/-. .s-O · ~~c Interest from 12-2G-70 to 5-24-71 $611.53 15.70 Mary Ellen Wheeler, daughter, Fa.mily Exemption, as requested in cash at the audit, }~ Ellen Wheeler, daughter, specific bequest in kind of items set out in Paragraph Second of the Will valued at $607.501 minus $223.50 costs of conversion b.1 election, and minus transfer inheritance tax and interest due on individual liabilities of Mary Ellen Wheeler in the amount of $.58.08 or a net due of, llalter Wheeler, son-in-law, legacy under Paragraph Third of the will, credit to be taken by the accountant for funds advanced prior to distribution by the Court, Mar.y Ellen Wheeler, daughter, 1/3 residue, cash, R~ William Church, son, 1/3 residue, cash, Robert Allen Hqes, son, 1/3 residue, cash, 627.2.J 1000.00 4696.82 759.58 759-58 759.59 $6,975.57 No balance ' \ I ( 0 > fi .... :J z >· n !!{' on -+ ~ 0 ·:::r ~-0 c CD ;f;4, =r -+ :J 3 CD .... 0 0 0 ~ .... .... -+ .... nl' ~ ., a 0 .... e· -+ :::r CD t = " ~ ~- aJ ~ ~ ~ ~ ('...:, ~. I \ I \ I> 'J ' . . •.' I . ,_ ,. . . (.~~·-.-.. ---" ~:··_-"·-·~ . ··--.~---_, ·-·-v I ~ \i6 .11Ietst ]l1Itll attU Wtslctttttttt I, YJ.ARY E. HEPLER, of the City of Washington, ~'lashington County~ Pennsylvania, do make this my Will~ hereby revoking any and all Wills heretofore made by .me: FIRST: . I dire·ct my Executrix or Executor, hereinafter named, to pay my debts and funeral· expenses. I ·sECOND: I _give and bequeath ··all of my personal 1 proper~y, except money, bank deposits, stocks, or bonds to my ·1 daughter, MARY ELLEN ·.~lHEELER, of 16 8. Canton Avenue, t'lashington ,_ I 1 Pennsylvania, to ·be hers, absolutely, forever. THIRD: I give·and bequeath to my son-in-law, WALTER \'lHEELER, also of 168 Canton Avenue, ~'lashington, Pennsylvania, such /' . ' sum of money as is required to pay ln full·the principal and interes which he is at my death obligated to pay on account of a loan which -I he contracted for the purpose of building an addition to his home for my accommodation. FOURTH: All 'the rest,· residue, and remainder of my property, .!whether real, personal, or mixed, of \vhatsoever nature or ·description, and wheresoever situated, I give, devise, and· bequeath I unto my children, 1'11\RY ELLEN \VHEELER, RAY WILLIAI-1 CHURCH, of 600 Ewi~g Street, ·\'lashington, Pennsylvania,· and ROBERT ALLEN HAYES of 168 Cantol . I Avenue, Washington, Pennsylvania, in equal shares, to be theirs, absolutely, forever •. hereinabo~e FIFTH: In the event that any of my children named have died prior to the distributipn of my estate, leaving issue, I give, devise, and beque,ath the share of my estate which 'would have been the property of the deceased child had he or she survived to the issue of the said deceased child, per stirpes; the share of any child who shall have died before the distribution of my estate without leaving issue shall be the property of my daughter, MARY ELLEN WHEELER, but if the said ~~RY ELLEN WHEELER .. I I J: . ' -.. shall also have died before th.e distribution of my estate, the share of the child who has also died prior ·to the distribution. of my estate shall lapse and .beco~e the property of those to whom the residue of my estate is bequeathed and devised by the provisions of this, my Will. SIXTH: If·any person who is a minor becomes entitled ( to my property, I name my daughter, l>iARY ELLEN ~'lHEELER guardian of the estate of the said minor; with·respect to 'any minor for whom I have the right to name a guardian of the person, I name that one of my children who is the aunt or uncle of the said minor, or the great-aunt or great-uncle of the said minor, and who is then surviving, guardian of the person of the said minor. SEVEN'l'H: I name my daughter, HARY ELLEN ~vHEELER, Executrix of this, my Will; but if my daughter should predecease me I name my son-in-law, WALTER WHEELER J;:xecutor of .this, my ~'lill. In ·no everit shall my~Executrix or Executor be required to give a bond, . l.J whether or not he is a resident of th~ Commonwealth of Pennsylvania. day of -~~-----' 1969 •. /n~ &'AI~ (SEAL), ~ . I Signed, sealed, published, and declared by HARY E. HEPLER, · the Testatrix above named, as and for·her Last Will and Testament, ·in I our presence, \\•ho, in her presence, at her request, and in the ·: presence of each other, have hereunto subscribed our names as attesting witne~ses. -· ~ .. --.... •••• .... o)-• ....:..· .............. -:..::.~p·: .. ;:. ·:...:.·~-"'-"-~-...,..:-...;...___·· ·~····" .. •' ~-····· .. ~ ......... ~ ... :-...... .-~-p-· r.;~ .. ~-· ·-~....._-----·-··-·=-:::.::.::""'"''-'= ~.'"'' ,. y-,~--.... ---· ----;--------------- • i\ffi~auiJ ®f fxrrutnr ®r i\~ministratnr l'tatr nf Jruu9yJnimia. t 99.: C!tnuuty nf lla9~iugtnn \ ·p all b f h d · d h · notaru nublic · d f 'd erson y e ore me, t e un ers1gne aut onty, a .............................. .L .... r ........................................... m an or Sai County and State, appeared ....................... M!?.-.*.Y. ... £\.~.J.~n ... .W.h§.~l§i.: ................ E' ............... ~ .......... who, being duly sworn according to law, deposes and says that s he is the ~~itx~K of the estate of .................. ~~E¥. .... ~ .. ~ ..... !:.~J?..~.~E .......................................................... deceased, that the foregoing schedules ·constitute a complete inventory and appraisement of the real and personal estate of ....... M.ar.y, .... E ........ H.e.p.l.e..l:' .................... , 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 ~xx~~:~U~ Executrix. Sw rn and subscribed befor. me this ... '?!!?. .. ~... ~ day .... ......... ......... .... ..~ ............ 1 ... 7..9. . ... .. ......... ···~E .. x .. e .. ~c.~u··~t·r .. ; .. x ...... ~it~ ........ .. ANGELINE SORIC'E,'"fiiitai}r"'" ufilic .. ........ .. ...... . ..._ so E. Chestnut st. ADDITIONAL INSTRUCTIONS Washington, '1!?5~·.tfrr·irK' .I\t,or~qwust be filed within three months after appointment of personal representative. My Commission~ptrEf\_ WiJjl9ietfi'ent!rl 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 1Juurutnry aub 1\pprai.armrut of the goods and chattels, rights and credits which were of ......... ~.B~ ..... :g;.~ ...... ~~g~.¥.!.B ......................................... Jate of .~.!.!:Y. .... 9.~ .... ~~.?..~.~~5J..!:~.~ .. L .............................. . Washington County, Pa., taken and made in conformity with the abO'Ve affidavit. PERSONALTY: Household furnishings and equipment and personal effects located in residence . REALTY: ALL that certain lot of ground situate in the Eighth Ward of the City of Washington, Washington County, Pennsyl- vania, known and designated as Lot No. 6, Block "K", in the Plan of Lots called·· "WEST END, WASHINGTON, PA. "; and more fully bounded and described as follows: On the North by Broad Street, On the East by Lot No. 5 in said Plan,. On the South . by Hoge ,Alley, .. On the ·west by. Lot No.· 7 in said Plan. Said lot fronts thirty (30) feet on the south side of Broad Street and extends back of uniform width one hundred fifty (150) feet ~o Hoge Alley. UPON which lot are erected two dwelli!lgs identified as DOLLARS CENTS 607 50 $ 607 50 740 Broad Street and· 740 1/2 Broad Street, Washington, Perinsy - vania. J .-- I ' "'-~ ~ ,. .·. i ' ' - ~ ~ r ...... ~ S2 ~ "' ~ ..... ~ 0 "'! ~ ~ ~ ~ ~ ~ Cl) ::X:. t "'"i ::X:. "'c::t "'c::t ;; ~ \() ~· 0 "' ~ ~ ~ "' ~ .... '""" r I ~~ 1: PAGE TWO INVENTORY AND APPRAISEMENT . MARY E. HEPLER ESTATE BEING the same .lot of.9round which ·was conveyed to Mary E. Hayes by deed of Stuart E. Murphy. et ux. dated April 14, 1950 and recorded in Deed Book 774, at page 74, in the Recorder's Office of Washington County, Pennsylvania. The said J!.1ary E. Hayes was then married to Allen F. Hayes. She ·subsequently divorced him and married John N. Hepler, who predeceased the decedent, _Mary E .. (Hayes) Hepler. . S U M M A R .Y: _____ ._..:._, PERSONALTY: REALTY: TOTAL: $607.50 . $TO,OOO.·oo $10 ,.607 .• 50 · ·. $10, o·oo. oo . . $10,000. 00 .. ' ......... . ~) ... • , INVENTORY AND APPRAISEMENT IN THE ESTATE OF MARY E. HEPLER FILED: , 1970 ------------------------ .. ~·-: --.J ~ ~ :E ,J ~ )::>-rn ::::0 (f) 0 c: ::::Jl: , .... -. =· -(f) ~ ~ -(f) U1 f"''f1 :z.: -{ r: ,~,, ~J :-n ·-.J -i -· ---""""! --~ '---"" 0 0 '" z ---r: -"":) C") :.:.-~::z 0 :::~ ,~-~ t"'V I :.:: -u I 0 l> (f) -<...r:l PATRONO, CEISLER and EDWARDS Attorneys at Law 80 East Chestnut Street Washington, Pennsylvania 15301 .. . """ .¥ ... <.._ .. .. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. ORPHANS' COURT DIVISION NO. OF 19~ & IN RE: ESTATE OF MARY _E. HEPLER, Deceased. PETITION "FOR "ORDER "OF "JUDICIA . "SALE . ·~· . ' . !' ..... -<. ~:: ;--,,, j"'" ::. (.. l 1-: ::: (') ( ) ; . • ·l :. 1 c. r:: -: -=-~ ,.·- ~"2 G .. ... --~ .) .. PATRONO, GEISLER and EDWARDS Attorneys at Law 80 East Chestnut Street Washington, Pennsylvania 15301 .;1 -c..S~ -~ I i IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY'· PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF MARY _E. HEPLER, Deceased. ) ~ NO. /0~9 ) ) OF 1970 PETITION FOR ORDER OF 'JUDICIAL SALE To the Honorable, the Presiderit Judge of said Court: AND NOW, this day of , 1970, comes MARY ELLEN WHEELER, by. her atto.rneys, PATRONQ:;,:. GEISLER AND EDWARDS, Esquires, and respectfully represents and sets forth as follows: 1. Your petitioner is the executrix of the will of Mary E. Hepler, deceased, and resides in the City of Washington, Washington County, Pennsylvania. 2. Mary E. Hepler, a resident of the City of Washing- ton, Washington County, Pennsylvania, died on the 20th day of September, 1969. The said Mary E. Hepler left a will, duly probated by the Register of Wills of Washington County and of iecord in his office in Will Book 108 , at page 513 , a copy of which is attached hereto, and marked Exhibit "A", and made a part hereof. 3. The petitioner, Mary Ellen Wheeler, was appointed by will the executrix, and on September 29, 1969, the Register of Wills of Washington County granted Letters Testamentary to the petitioner. 4. As required by law, ybur petitioner filed an inven- tory of the property of the said Mary E. Hepler, _a copy of which is attached hereto, made a part hereof, and marked Exhibit "B". ... 5. Your petitioner has attempted to sell the real estat belonging to decedent's estate which is set forth in the attached inventory and valued at $10,000. 6. Your petitioner caused the said real estate to be appraised by a qualified appraiser, Joseph DeMaria and he appraised it as having a value of $9,000. A copy of the letter of appraisal is attached hereto, made a part hereof, and marked Exhibit "C". 7. Your petitioner has been attempting to sell the said real estate and had placed the property in the hands of a qual~fied realtor, Henry P. Bennett. One offer to purchase the said real estate was received from a Donald F. Sickles conditioned upon his securing a Veterans Administration loan fer 100% of the purcha!:e price. The said Donald F. Sickles was unable to secure the said loan, and withdrew his offer of purchase. 8. The said real estate remained 1n the hands of the said realtor, Henry P. Bennett, until May 13, 1970 when notice of termination of his services was. given. 9. Since that time your petiti~ner has made personal attempts ·to sell the said property and has received no offer of purchase. 10. Your petitioner and her husband, Walter Wheeler, ar willing to purchase the said real estate and pay therefor the sum pf $9,000.00, which is the appraised value of the said property. 11. The said real estate was not specifically devised by the decedent who named her three children as beneficiaries of her estate as follows: (a) Mary Ellen Wheeler, your petitioner, 168 Canton Avenue, Washington, Pennsylvania. ·. (b) Ray William Church, 600 EW.i!lg Street, Washing- ton, Pennsylvania. (c) Robert Allen Hayes, 168 Canton Avenue, Wash- ington, Pennsylvania. 12. There are no obligations of the estate specificall secured by the real estate which is the subject of this petition. 13. A copy of the Consent to Sale signed by petitioner's two brothers and only other beneficiaries, is hereby attached, made a part hereof, and marked Exhibit "D". WHEREFORE, your petitioner prays your Honorable Court for an order authorizing the sale of the above described real estate to Walter Wheeler and your petitioner, Mary Ellen Wheeler, as tenants by the entireties, for the sum of $9,000.00, that the said sale have the effect of a judicial sale, and that the Clerk of the Orphans' Court be authorized and directed to nake a deed appropria to the ~arrying out of the decree of your Honorable Court. PATRONQ, CEISLER AND EDWARDS 0 •. . : I i .. !vi.ARY I::. HEP.LER, ~,<?t .. ~J.lz . City of County; Pen~~~~~:vania, .do ~~k~ ':{h~~¥~Y Will, .. •, .•· ~~ : .. all ~Vills ·heretofore made l:?y ~.:.me.:··· 0 .€;1 ~a~hin~ton; Washington hereby revoking any and FIRST: . <·I direct my Executrix or Executor, hereinafter! . ' . named, to pay my _debts and funeral expenses. I . . SECOND: I ,give and bequeath all of my personal · j proper:ty ,··.except money, l::ank deposits, stocks, or bonds to my ·j daughter, NARY ELLEN vJHEEJ .. ER, of 16 8 Canton. Avenue, ~'vashington, I . I Pennsylvania, to be hers, absolutely, forever. THIRD.: I give· and bequeath to my son-in-law, ~vALTER IVHEELER, also of 16 8 Canton Avenue, lvashington, Pennsylvania, such sum of money. as is required to pay in full ·the principal and interest!' which he is .at my death obl~gated 'to pay on account of a loan which I I he contracted for the purpose of buiJding an addition to his home. for my -accommodation. I I I FOURTH: All the rest, residue, and remainder of my . 'I property, \'lhethe~ real, personal, or mixed, of 'vhatsoever nature or 1 description, and wheresoever situated, I give, devise, and bequeath I unto my children, HARY ELLEN l·vHEELER, RAY vliLLIAI1 CHURCH, of 600 EHihg I l Street, -~vashington, Pennsylvania,· and ROBERT l'.LLEN HAYES of 168 Cantoin Avenue, 11ashington, Penns.ylvania·, in equal shares, to be theirs·, I I I hereinabdve absolutely, forever •.. FIFTH: In the event that any of my children named have died prior to the distribution of my·estate, leaving issue, I give, devise, and bequeath the share of my estate which; ·would have been the property of the deceased child had he or she survived to the issue of the said deceased child, per stirpes; the share of any child who shall have died before the distribution of my estate 'vi thout. leaving issue shall be the property of my daughter, MARY ELLEN WHEELER, but if the said HARY ELLEN ~VHEELER I I i I I I I I I I (SEAL): EXHIBIT "A" •• • ··..-. -~ •• .,. ·.-•• -.. 4 .. .-••• -_,... • .,.,. •• ,.., ...... ._ ...... _._-:··---..... -••• -........ ____ .. _, ......... ..-.~ ......... ~,.;-_ .. " •• --:-;~·~-~~'l"'t':":f='.~.t:'1"' .... ,~ .......... -... ~~-:"'!.~'C'-~JTt...'~-... t :. .. ·-· ........ I I .. ·{ • 0 •. 0 . \ . I I. shall ~lso have died before the distribution of my estate, the share. of the· child who has also died prior ·to the distribution of my estate shall lapse and beco~e the property of those to whom e1e residue .of my estate is bequeathed and devised by the provisions ·of. this, my Hill.· SIXTH: If· any pers_on :\';ho is a minor becomes entitled to my property, I name my daughter, MARY ELLEN ~-7HEELER guardian of the' estate of the said minor; with respect to any minor for \vhom I have the right· to name a guardian· of the person, I name that one of 'my children who is the aunt or uncle of the said minor, or the. great-aunt or great-uncle of the said minor, and who is then surviving~ guardian of the person of the said minor. SEVEN'l'H: I name my daughter, 1-:lA.RY ELLEN ~\'HEELER, Executrix of this, my Will; but if my daughter should predecease me I name my son-in-lm-v, WALTER WHEELER ~xecutor of this, my ~-.JilJ: •· In no event shall my Executrix or Executor be required to give a bond, whether .or n'ot he is a resident of th~ Commonwealth of Pennsylvania. IN WITNESS WHEREOF, I, the said MARY E. HEPLER, have I ·' 2(~ to this, my Last Will and Testament, set my hand and seal, this l I ., (SEAL) i day of.·_/5,/.-.:..:.•7-.--+---- .. .. ' ' ·- 1969. Signed, sealed, published; and declared by 1:-IARY E. HEPLER, the Testatrix above named,. as and for· her Last Will and Testament, in!'. ou~ presence, who, in her presence, at her request, and in the·: presence of each other, have hereunto subscribed our names as attes~in~ witnesses. ~ (f/J (!' ~ t.J,.,L;t~o. . IPnt IAJ~-·. . ~·~ ~~~~..,{?! """ --~ ~ ~ I e.· . . • COPY Of INVENTORY Mary E. Hepler notary public Mary Bllen Wheeler • -~Lxux Mary a. Hepler Jtiay -. EXXX~xxxxxxxxxxx Executrix. 26th 70 SEl\L /s/ Angeline Sorice .xzxz~xxxxxxxxxx !xecutrix ' . of ............................................................................................................................................. late of ................................................................................................................................ .. Washington County, Pa., taken and made in conformity with the abr:roe affidavit. . . P&RSOMAL'l'Y1 Houaahold fumiahings ana equipment and peraonal effect& located in residence ALL that certain lot of ground ei tuate in the Bi9bth . war4 of the City ot waah1ngt;on, Washington County, Pennayl- vania, known and designated au .Lot Wo •. 6, Dlook as•, in the . 'lan of Lot• called •nsT END, WUBntGrou, PA •. .,, and more fully bounded ana ueacriba4 ~s followa: On the ~or~ by a road Street, . ' r ; • ~-tbe cast by .. LOt' No. 5 .~n eaid Plan, On the south by Boge Alley, • • 1 • On the lfGat by tt.~~. Wo. 7 in aa14· Plan. Said lot fronta thirty (30) feet on the aouth aiCle of Broad Street and extenda back of unifora v14tb one hundred fif~y (150) feet to Boge Alley. OPOII which lot are erected two dwellings identified u DOLLARS CENTS 607 50 $ 601 so 740 Broad ltnat and· 740 1/2 Broad su .. t, waabin9ton, Panuyl- vui.a. EXHIBIT "B" PA~ -:rro INVENTORY AND APPRAIS~~T MARY E. HEPLEr E!TAT£ • •. a&tNC the na~a lot of t»ovnd which w~s conveye~ to ~ary E. liai·•s by cJ~oC:. of t tuart ..., ~ ~urphy et w.;. date£: 1\pril 14., 1950 and reeor<ioti. in Dee~ book 77·4., at. page 74.. in the Recorder• • Oftica C)f tiash!,UcJt.on Ccunty, ~ onnbylvania. ~!'lc eaici t::ary i.. ' ' . iiayea vaP then •:·arrieil to Allen r. ~layes.. Jha nub!lequatntly 41 vorced ti": .:md · tJ.arricd ·;To:u"" H. ticDler, t-tho pret:aueasect the • .p ,. / I ' decedent·, ·: .v.r;.' f:. (.uayaar Uepler. $607.50 !H>! ~o~ .:.~o $10:607.50 ......... _ ... ___ ......... . ~ --._... ....... --· .~.lO, 000,: 0~ $10,000.00 ._ ... h ___ _ --...... _ .. .......,............._. .1' Dial Realty Joseph P. DeMaria, Realtor 491 E. MAiDEN ST .. WASHINGTON, PA. 15301 PHONE 225-8670 .PROPERTY SALE-MANAGEMENT-APPRAISAL . October 6, 1969·- Francis H. PatroPD; Attorney 80 East Chestnut Street Washington, ·Pe.nnsylvanta 15301 ·RE! Appraisal requested ot the Estate of· Mary E. Hepler. ·Property ~oeated at .740 Broad Street, Etghth Ward, :~ashtngton, Pennsylvanta. Mary Wheeler, Executrix. ,,,I Dear Mr. Patrono: ' I hereby·certtfy that I have no undfsclosed interest tn the property, present or contemplated. My employment to make thls appraisal and compeilsatlon are not contingent upon the valuatton i'oum. I have personally ·and-thoroughly inspected the property, and to the best of my knowledge and belief tb.e statements con- tatned -tn thls report and upon whlch tb.e opinions expressed· herein era based, are correct, subject to the llm1tlng condtttons herein set forth and no important facts hav·e been wtthheld ·or overlooked. On October 6, 1969 I vts1tad the above captioned property, and ln the presence of Mrs. Mary Wheeler, Executrix of the property, daughter of the deceased owner, Mary E. Hepler, 1 made an apoo praisal. The subject consists of; Dwelling #l - 2 sty. frame c/w alumtnum• having two apa.rfiments and a full basement. Ff.rat floor ·apartment cons1si;s of 3 rooms and bath. Seeond··tloor.,....apartment ·oonslsts of thr.ee roomst·and' bath. · · · - Dwelltng #2 ~·located at the rear of the lot conststs .. '. of 3 rooms and bath. Exterior c/w astebestos shingle .• :.{ ...., " -~ ·r ..... ~ ... .;f"'' , . • Page :2 "• I have. oonstde'red an.d am aware of the tnco:tr\e. dertved from thts prope:rty.. l heve also con$1dered the value of the property based on the oomp~rable sales, whte~ ls an lndleatton of the atJ:tl1on ~f the market.·· · . . ' MARKET V~LUE ~ • • -• - -• ·• $ 9,000.00 (Nine Thousand Dollars) Note: Thl s eppra ts_al i_no l'udes only the realty, no personal property has beeh.1~cluded 1n thts value. JFD:nrh '' . ' - ' j Sincerely yours, • 9~/';f;;~ . V Joseph P. DeMar:ta Realtor and Appraiser ·~ .. ' . \ T , , • EXHIBIT "C" -. IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY'· PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF MARY E. HEPLER, Deceased. ) ) ) NO. ) ) C 0 N S E N T OF 1970 We, the undetsigne_d, as bene"ficiaries of the Estate of Mary E. Hepler, deceased, along wi.th Mary Ellen Wheeler, the petitioner of the foregoi!lg petition, hereby consent to th_e sale of the following real estate to the said petitioner : ALL that certain lot of ground situate in the Eighth Ward of the City of· Washington, Washing- ton County, Pennsylvania, known and designated as Lot No. 6, Block "K", in the Plan of· Lots called "WEST END, WASHINGTON, PA.", and more fully bounded and described as follows: On the North by Broad Street, On the East by Lot No. 5 in said Plan, On the South by Hoge Alley, On the West by Lot No. 7 in said Plan. Said lot fronts thirty (30) feet on the south side of Broad Street and extends back of uniform width one hundred fifty (150) feet to H~ge Alley. UPON which lot are erected two dwellings identified as 740 Broad Street and 740 1/2 Broad Street, Washington, Pennsylvania. BEING the same lot of ground which was conveyed to Mary E. Hayes by deed· of Stuart E. Murphy et ux~ dated April 14, 1950 and recorded in Deed Book 774, at page 74, in the Recorder's Office of Wash- ington County, Pennsylvania. The said Mary E. Hayes was then married to Allen F. Hayes. She subsequently divorced him and married John N. Hepler, who prede- ceased the. decedent,·Mary E. (Hayes) Hepler. EXHIBIT "D" .. ' ' " COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ) ) ) SS: Before me, the tinders~gned authority, personally appeared MARY ELLEN WHEELER, who, being duly sworn according to law, depose and says that the statements set forth in the foregoing petition are true and correct upon her personal knowledge. Sworn to and subscribed before me thf5 . .?;6-u..day of ~ ¥.· ~i-~~Q~· -:: , Notary Publ~c I - My Commission Expires: ANGE:LINE SORICI:, Notaty ~ BO E. Chestnut St. Washington, Wash eo ·p M . ., a. Y Commission ExpiFes January U, lin 1970. IN IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION RE: ) ) ESTATE OF MARY E. HEPLER, ) NO. OF 1970 ) Deceased. ) o· R D E R AND NOW, this· ______ day of ____________ __ 1970, the foregoing petition having been presented, it is ·orclered that it be filed and it is ORDERED AND DECREED that a hearing be held on the matter referred to in the said petition 6rt , the -------------------------4 day of 1970 at o'clock, -~. ' --------- after advertisement of the said hearing has been.made in accordance with court rules. By the Court, J. ,. •' IN THE COURT OF:-.coMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. OF 1970 IN RE: ESTATE OF MARY E. HEPLER, Deceased. II PETITION FOR ORDER OF JUDICIAL SALE .. -r'1 -l --,.v ::u ~-l>rn (f) G") c;:::: C/l rs rT'"1 :I: -c;; ·-;:,_ -(f) (l) --4 r"T"l -"-j-.-; : . 0 Pi r· co -4 :::0 r.=; 0 z c' . :00 ... '• . . ~ -C) ). ,. ---0 ~ :;o --I ..,.. ..,_ --c I > (f) 0 -c::o PATRONO, GEISLER and EDWARDS Attorneys at Law 80 East Chestnut Street Washington, Pennsylvania 15301 i '· I '-~ ! • IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ) ) NO. /097 ESTATE OF MARY E. HEPLER, Deceased ) o· R D E' R AND NOW, this ;~ -=-?/_._day of foregoing petition having been OF l9~l~ ~~-=====r-rl~9-r7-&~., the Court finds it is in the best interest of the of Mary E. Hepler and consent to this sale having been made beneficiaries of the estate, that the proposed sale of the eal estate be made and it is therefore ORDERED AND DECREED as . . 1. That a sale of the following described real estate to alter Wheeler and Mary Ellen Wheeler, as tenants by the entireties or the sum of $9,000.00, to be paid in cash, is hereby approved: ALL that certain lot of ground situate in the Eighth Ward of the City of Washing- ton, Washington County, Pennsylvania, · known and designated as Lot No. 6, Block "K", in the Plan of Lots called "WEST END, WASHINGTON, PA. rr·, and more fully bounded and described as follows: On the North by Broad Street, On the East by Lot No. 5 in said Plan, On the South by Hoge Alley, On the West by Lo~ No. 7 in said Plan. Said lot fronts thirty (30) feet on the south side of Broad Street and ex- tends back of uniform width one hundred fifty (150) feet to Hoge Alley. UPON which lot are erected two dwellings identified as 740 Broad Street and 740 1/2 Broad Street, Washington, Pennsylvania. BEING the s·ame lot of ground which was conveyed to Mary E. Hayes by deed of Stuart E. Murphy et ux. dated April 14, 1950 and recorded in Deed Book 774, at page 74, in the Recorder's Office of Washington County, Pennsyl- vania. The said Mary E. Hayes was then married to Allen F. Hayes. She sub- sequently divorced him and married John N. Hepler, who predeceased the decedent, Mary E. (_Hayes) Hepler. 2. That the Clerk of the Orphans' Court is directed, pursuant to Section 546 of the Fiduciaries Act of April 18, 1949, 20 P.S. 320.546 to execute and deliver a deed appropriate to carrying out the provisions of this order. 3. That the sale shall have the affect of a judicial sale pursuant to the provisions of Section 543 of th.e said Fiduciaries Act. . . STATE OF PENNSYLVANIA, WASHINGTON COUNTY, The within named Accountant being duly sworn according to law, deposes and says that the above. account as stated is true and correct as ................... ~-~~---·············· verily believeS. i \ . 121-itv Sworn and subscribed before me this ..................... . January 71 day of .......... : ......................... n········:···· 19 ........... . ~~--~-----,-- U· ANGEliNE SORICE: N ta 80 E. Chestnut st' o ry bile Washington, Wash . C My CommiSSion Explr~ r· Pa. /(n~anuary u -~ Warshington County, ss: ------.-.. ..... -~ ' ~--.-i do certify that I have given legal notice to all persons concerned of the filing of the within account in the-. mar:'ner prescribed by Statute and Rule of Court, as evidenced by proofs thereof filed to No ... /~ .. J--::7/.--::/.. ................ . Witness my hand and official ·seal this . ./!!!!-. ............... . day of ___ ~--------(IJ1!J-;----19.7/. . Q<-~_'ff.~---·········· )_-_ _ . Register of Wills ----:-:---. ~----___ ... ~ ---------~-. ____ .. ~------- ~-l ~: ~c::4-~D! o--J ~1 ~ \: ~: '""-.9! I! <"0l ~~ ci z ; I· ~ I ' .. ..._.... '4C! ' . ' ... .,.t1 4 f~· I L E tn ...... # '71 JIHI I r:: Pr' 4 OS . ....~ II RUS c: ;_·i I "u"IN v '-~ ,_ 11A.I( Q REG/STEn OF WILLS f'4SHINGTON CO .. PA. . ..,. . . ; . . ..... ... ;:s 0 0 C/) 0 0 0 ""':::t-Q) a: 0 .d .... ~ C") ~ ..... 0 3: It) 0 .!1:1 ....... ..... 0 :l Ill ... '0 Q) 1&1 .. ·-t Q) ""' ~ ... r:: ..... 0 , "' C/) Ill 1=1 r:: .J > ., Q) 0 ... -til 'C) Ill .... ::1 >. Q) iE .'11 r:: ., ... a: ... r:: ~ 0 1&1 ill ., r:: ..... ~ .J >. Ill Ill cp 1=1 rn I) ..r:: Q. ;:s P:1 = 0 0 1&1 5 ... r::" <:,) '0 o::: ., 0 ~ <:,) 1=1 Ill ... o:l o:l 0~ 1&1 Cl 1=1 r:: :a z o:C 0 CIO Ul ~ ...., Ill -~ a: ~ ~-1-0 Q) ~ ..... .d ~ ..... Q. 0 c:, 1=1---i -oc-1 1=1 : I < :::; 1... • ' ' .f .. --------------~-- / ,· ,./ / • .._____~ I \ " 'I ) :·,. " . . '· The Court is respectfu II y requested to determine proper distribution in this estate. PATte: C~ISL~ By •Qlh w Counsel for Accountant J I ,; The First and Final Account of MARY ELLEN WHEELER, Executri ~ r f the Estate of MARY E. HEPLER, deceased, late of the City of ashington, Washington County, Pennsylvania . . . . . . . . . . . . . . . . . . ' ....... ' . . . .. . r-·--------·----·-·---·----------·-·-----------..-.----~-~-"!"""------------·--.--- s· U M M A R Y Dehi.ts rincipal of Personalty, Schedules A and B $773.70 v rincipal of Realty, Schedules C and D 10,000.00 ncome 'from Personalty, Schedules E and F None ncome from Realty, Schedules G and H 2,123.38 • dministration Expenses, Schedule I amily Exemption, Schedule J I urial, Medical and Nursing Expenses, and Employees., Services, Schedule K <rave Marker, Schedule L 1 ents of Residence, Schedule M General Claims, Schedule N ------ $12,897.08 · Credits 'Balance $223.50 " $550.20 . j 8,845.00~ 1,155.00 None None 959.04 1,164.34 I 1,378.45. 1,378.4.$ None None 182.59 182.59 'I 17.60 17.60~ None None · 24·. ·9 o· $3,941. 08 $8,956.00 : : : : : : Nov. 7 1970 Apr. 15 1970 Sept. 29 Oct. 27 ,. P R I N C I F A L A C C 0 U N T S . SCHEDULE" A PERSONALTY, Debits: Amount of Inventory and Appraisement filed with the Register of Wills of Washington County, Pennsylvania, on May 2.7, 1970, in Inventory Boo:K 81, .at page 154 Social Security Administration -lump sum death benefit SCHEDULE B PE"RSONALTY, Credits: Herbert Post, Auctioneer -fee and expenses for sale of personalty . SCHEDULE" C REALTY, Debits: Amount of Inventory and Appraisement filed with the Register of Wills. of Washington County, Permsylvania, on May 27, 1970, in Inventory Book 81, at page 154 . SCHEDULE D REALTY, Credits: Joseph DeMaria -appraisal of real e.state Loss on sale of realty: Inventory value -$10,000~00 sale price · · ·9·,-o:o·o·.:oo Loss $607.50 $773.70 $223."50 $223.50 · ·$10, oo·o .·oo $10,000.00 $ 35.00 1,000.00 1970 Oct. 27 1969 --· Oct. 2 19 19 Nov. 17 22 Dec. 19 31 19.70 Jan. 23 Feb. 23 25 Mar. 2 Recorder of Deeds, Washington County, Pennsylvania: · Pennsylvania Realty Transfer Tax · $60.00 City Realty Transfer Tax · · · 6·o··.:oo rNCOME .ACCOUNTS . SCHEDULE' E . .PERSONALTY '· Deb its : · N o n e . SCHEDULE. F PERSONALTY, Credits: N o n e . SCHEDULE. G . RE'ALTY, Debits : Don Sickles -rent Richard Mooney -re:rit Ralph Stone -rent Ralph Stone -rent Richard Mooney -rent Ralph Stone -rent Richard Mooney -rent Ralph Stone -rent Ralph Stone -rent Patsy Landers -rent James Everly -rent . $.120. 00 $1,155.00 $100.00 67.00 85.00 85.00 67.00 85.00 6T. 00 85.00 15.00 33.50 85.00 ·I 1970 Mar. 9 Patsy Landers -rent $33.50 23. Patsy Landers -rent 33~50 Apr. 9 Patsy Landers -rent 33.50 24 Patsy Landers -rent 33.50 May 7 Patsy Landers -rent 33.50 24 Patsy Landers -rent 33.50 26 Louis 'Harding -rent 40.00 June 5 Louis Harding -rent 30.00 5 Olive Miller --: rent 85.00 9 Patsy Landers -rent 33.50 23 Patsy Landers -: rent 33.50 July 2 Louis Harding -rent 70.00 2 Olive 'Miller -rent 85·. oo 11 Patsy Landers -rent 33.50 27 Patsy Landers -rent 33.50 Aug. 4 Louis Harding -rent 70.00 4 Olive Miller -· rent 85.00 11 Patsy Landers -rent 33.50 Sept. 8 Louis Harding -' rent 70.00 8 Olive Miller -rent 85.00 8 Patsy Landers -' rent 67.00 23 Patsy Landers -rent 33.50 Oct. 5 Louis Harding -rent 70.00 5 Olive Miller -rent 85.00 7 Patsy Landers -· rent 33."50 Nov. 9 Anderson and Pollock -insurance on realty return of paid up pr·emium 35.00 9 Walter Wheeler .;.. adjustmen·t of local· real estate taxes· upon sale of realty 1 purchaser 1 s share (9/48ths) ... '3'6.'38 $2,123.38 1969 Oct. 25 Nov. 17 Dec. 9 9 17 17 '1970 Jan. 15 22 Feb. 9 9 9 10 Mar. 3 13 13 13 Apr. 13 16 20 20 20 'REALTY '· Credits : · Rice Electric Company Columbia Gas of Pa., ·. :SCHEDULE H -replacing motor for furnace· Inc. -gas Waterway of Washington -furnace control Robert Davis -repair of furnace Citizens Water Company -water Columbia Gas of Pa., Inc. -gas to 12/3 Columbia Gas of Pa., Inc. -gas to 1/3 Washington-East Wash- ington Joint Authority -sewer charges William McFall Robinson Wall Paper Company Mary Carter Paints. Columbia Gas of Pa., Inc. Harry R. Cook, City Treasurer Citizens Water Company Observer Publishing Company Columbia Gas of Pa., Inc. Columbia Gas of Pa., Inc. Wi.lliam McFall G. C. Murphy Company Sears, Roebuck and Company Walter Wheeler -·trash ·removal -wallpaper for rear house (740 1/2 Broad Street) -paint for rear house (740 1/2 Broad Street) -gas to 2/2 -1970 city real estate tax -water -advertisement for apartment rental -gas to 3/4 -. gas -trash removal -paint for apartment -light fixture for apartment -labor for repairs $ 37.06 24.34 15.79 20.00 15.12 44.59 58.42 11.59 12.00 16.91 12.69 59.75 79.38 11.88 1.64 54.24 45.16 7.00 4.23 2.19 10.00 ------------------------------------.--------, 1970 Apr. 21 G. c. Murphy Company -paint for apartment 21 Walter Wheeler -labor for painting bedroom 22 G. c. Murphy Company -paint for apartment 22 Walter Wheeler -labor for painting kitchen 24 Washington-East Wash- ington Joint Autnority -sewer charges May 14 McKean Plumbing, Heating and Supply Company . -replace water line 17 18 23 28 28 June 9 12 19 19 Gee Bee Columbia Gas of Pa., Inc. Ward Electric Supply Company Sears, Roebuck and Company Walter Wheeler Observer Publishing Company Columbia Gas of Pa., Inc. Citizens Water Company Washington-East Wash~ -carpet shampoo -.gas to 5/4 -two kitchen lights -light fixture -labor for installation of light fixture -advertisement for rent of apartment -gas to 6/3 -water ington Joint Authority -sewer charges July 3 17 17 Harry R. Cook, City Treasurer Columbia Gas of Pa., Inc. Malcolm L. Mo~gan, County Treasurer Washington-East Wash~ -1970 school tax -.gas -1970 .county real estate taxes ington Joint Authority -sewer charges Aug. 1 Walter Wheeler 14 Columbia Gas of Pa., Inc. 14 Anderson and Pollock Sept. 11 Columbia Gas of Pa., Inc. -removing tree from premises .and repairing water leak -gas -insurance on realty -gas $ 4.86 10.00 4.23 10.00 9.11 5. 6 8 3.47 15.52 5.18 2.42 5.00 1.29 9.31 12.21 14 •· 72 84.52 7.78 30.10 9.11 35.00 9.72 24.00 30.00 I . 1970 Sept. 25 .Citizens Wat·er Company -water Rohert Davis Kenneth ·Ryan -furnace filters and inspection of furnace -trash ·removal Oct~--14 Columbia Gas of Pa. , Inc. -.gas 2 2 Washington-Eas.t Was.h- ington Joint Authority -sewer cha:rges 22 Washington--East Wash- ington Joint Authority -sewer charges G E. N E R A L E. X p· E. N S' E ACCOUNTS . 'SCHEDULE I ADMINISTRATION EXPEN'SES: 1969 $ Sept. 30 Russell Marino, Register-grant of lett·ers testamentary of Wills · · and two short certificates $ Oct. 15 27 . '1970 May 26: 27 Aug. 26 Sept. 8 1971 J.an .. 14 Washington County Reports Obs.erver Publishing Company · -adver-tising grant of letters -advertising grant of letters· Angeline Sorice, Notary -affidavits on inventory ·Public and inhe-ritance tax return Russell Marino, Register of Wills filing inventory Angeline Sorice, Nat.ary -affidavit on petition for Public -judicial sale Russell Marino, Clerk of Orphans' Court Division Mary Ellen Wheeler, Executrix -filing_ petition for judicial sale -allowance for services as executrix Jan. 14 Patrone, Ceisler and Edwards -counsel for personal representative 13.23 5.00 5·. oo 30'. 00 9.11 9'. 49 $959.04 21.50 14.00 14.00 1.50 4.00 0.75 10.00 644. 85 644.85 ..... "' • 1971 Jan. 14 Angeline Sorice, Notary · Public -affidavit on this account Jan. 14 Russell Marino, Register of Wills "FAMI"LY EXEMPTION: -filing this account SCHEDULE' J N o n e . "SCHEDULE K $ 1. 00 . 22.00 $1,378.45 BURIAL,· "MEDICAL AND NURSING EXPENSES,· 'AND EMPLOYEES' SERVICES: 1969 Sept·. 23 Robert E. Hununell Funeral-undertaker's services Home (costs for services were $1,06:0.00 of \vhich $950.00 was paid by a trust fund created by the decedent in the First Federal Savings and Loan Association of Washington, Pennsylvania) Oct. 20 Herds Drug Store -supplies 20. 24 Dec. 22 19"69 Oct. 10 20 20 Washington Hospital -services Allen N. Bess, IJ!.. D. and James c .. Bess, M.D. -medical services Karl c. Randall, II, M.D.-professi:onal services GRAVE MAR::KE R: S. White' s Sons RENTS UP ··RESIDENCE.: GENERAL CLAIMS: Columbia Gas of P a. , Inc. Washington-East Wash- . 'SCHEDULE L -inscription on monument . · SCHEDULE ~1 N o n e SCHEDULE. N -gas ington Joint Authority -sewer charges Bell Telephone Company of Pennsylvania -services $110.00 7.59 10.00 25.00 'JO. 00 $182.59 ' "$ "17.60 : ·$' '17'. 6 0 $ 14.07 9.11 $ 24.90 I' Reporter WASHINGTOI\I, PENNSYLVANIA PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of 16 May, 1929, P. L. 1784, a-s amended. Commonwealth of Pennsylvania, County of Washington, SS: ........... . Personally appear·ed before me, a Notary Public in and for said County and State, : ..... Ri..~.h-~X4 .... ~.~ .... G.Q~-~-~---............... , who being duly s-wor9r· according to law, deposes and says that he is the ... S.e..~.X:~J~J'.Y. ............ .. of the Obs-erver Publishing Company, a Pennsylvania corporation, and its agent in this behalf; that the said Company is• the owner and publisher of the Observer-Reporter, succ•essor to The Washington Observer, established September 18, 1871, and The Washington Reporter, ·established August 15, 1808, a daily news-paper of general circulation, printed and publis·hed and having its place of business at Washington, Washington County, Pennsyl- vania, where it or its predecessors have been established and published continuousiy for more than six months• prior to the publication of the notice hereto at:tached; th!lit the pr.inted notice or advertisement hereto attached is a eopy of an official advertisement, official notice, legal notice or legal advertis-ement, exactly as printed or published in the Obverver-Reporter in • c-----~-'. ·----·· --..... · :EXECUTRIX'S NOTICE . 1 .ES'l;,\TF.. OE .,MARY '?. HEPLER~ I. ·d.eee.ued late of City 0: Washington,l Washington CoiUlty, PeRnsylvania .' Letters Testamentaxy upon th!!~ above estate h!lving been, granted~ , to . the ··uqdersignect. _ all persons haVIng da1ms agaJ,nS: the estate are requ,ested to mU.. lmow.n the· same to the undersi&ned-or· his' attorney and .all, per&JI'lot..iodebtedl to the decede;n.t ' ve . ~ed to i m_ake payment. _.(0 t~ undersignedJ Wlthout delay/'!:"-. ·.· ·' . 1 ' MARY E.IIt~~l!;ELER. I 168 Canton AvenJe · .. . Washiniton, Pem_ syl{.apia j' · . ..-ATRONO, CEISLER ~ND EDWARDS . _, " its regular editions on the following date or dates; ............................................ so East Chestnut Stl'ui October 14 21 and 28, 1969 ) Washington,Pennsyha.nia •• ................................................................ ,................................................................................... ~ AttorneyS · that neither th!e affiant nor the Observer Publishing Company Is Interested ,. --;-V. 6~!42·Tues-.·3T.1 In the subject matter of said notice or advertising and that all of the ~llega. V ~ !~"t~!. thla atfldovlt " to the tl~•· pla:l1Z::klti::'::~-~ Sworn to and subscribed before me this .... 28. .. day or...OfJ9.P.~.~ ..... ~969 ~~""~;~;~a( WASHINGTON, WASHINGTON COUNTY MY COMMISSION EXPIRES MAY 6, 1972 r W ashfugton RepOrtS ' Washington, Pennsylvania (PUE-LISHED 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). '~OUNTY OF WASHINGTON} SS. :>TATE ·OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and Co::nmanwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the officia!l legal periodical for said Washington County, published weekly hav.ing its place of business at Washington, Washington County, Pennsylvania, and is actbg 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, exactl:1 as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ............... O.c.tober .... 2.3.,. ... .30., .... 19.6.9. ................... . .............. .No:v.embe.r .... 6 ...... 1.9.6.9. ................................. .. that the ldfiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the alleg.itions of this affidavit as to the time, place and character of the publication ore ttuo. ~ •••• &_.~ ---_7 .,Editor Swo:-n to and subscribed before me this · . · ...... 6.th ...... day of .......... No:v.em.be.r ............... , 19 ..... 69. ...... . ........ ~ ... C!.. .... &~ ..... . Notary Public KATHERINE C. NICHOLAS, Notary Public Washington, Washington Co., Pa. My Commission Expires November 1, 1973 Estate The ster of WiUs h£S 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. e e e e e e e e e e e e I e e e e ··.\ HEPLER, MARY E., Dec'd. . · Late of City of Washington, Wash-' ington County, Penn!!. . · Executrix: Mru:y Ellen W.:1~~!e[_,_!6!_ Canton Ave., Washington, Pa. Attorneys: Patrono, Ceisl.er & Ed-wards. 80 E. Chestnut St., Washing- ton, Pa. • ' • ~tt th,r <lrnurt nf <lrnmmnu Jl~an nf llanipugtnu <lrnuuty ®rph,aun' <lrnurt lliniainn In the matter of the Audit of Account in MARY E. HEPLER 1089 of· 1969 Estate of: _______ ...:....._ ___________ l No .. ____ ~ __ ...:...._ __________ ___ TO THE AUDITING JUDGE: o u r a c count ant · Enter· ___________ appearance for·----------------------------- PATRONO~ CEISLER, EDWARDS & PETTIT N. B.-counsel shall, by separate paper, present a concise statement of each claim, with supporting calculation oi any interest claimed. Objections , to an, account as filed, shall be conc-ise 1 y stated in a separate paper. Council suggesting proper distribution shall file a separate conctse state- ment in that regard. J 1089 of 1969 No. __________________ _ In re Audit of Account in Esta>te of MARY E.HEPLER AUDIT Jra.rrip.r fnr J\pp.rttrau.r.r FOR ACCOUNTANT .., ---. -,. -...I . ' -.: ·-::u :t> rn ::u en <F!• ......-; ' :X: -· (fJ :Po •l -(./") (.() -< • .., z -+ ~-.·r~ -;-) [T1 ... ·' " . -i .X I -c:::::-CJ -:::> z '-· 3::-... -., :l= 0< ...... ::::;r --o.-::.~ :::1 1:.0 I z -o ·I 0 :t> (./") r-..J PATRONO, CEISLER, EDWARDS-& -PETTI Attorney .. ~2' ~------------------~----------------------~--~--------------------------------------------~ PETITION SUR AUDIT Testate Form J IN THE ORPHANS' COURT OF WASHINGTON COUNTY MARY E. HEPLER Estate of------------------------------------------------------------------------------No ..... --~-~-~~---~-~--}.?.~_? ________________________________ A. A. Deceased Date of Date of Decedent's death--~-~1?.!:~~~-~-!: ... ?.~.? .... ~.?.-~_? _____________________ Grant of Letters .... -~-~?.-~-~~-~-~-~---?-~.L}.?.~_? __________________ _ This is the ____________ f_:i..I.9.t __ ;an_d.. ___ :[i:JJ..9;l ___________________________ account filed in this estate If there have been former accounts filed in this estate, list file number or number and term __________________________________ _ no former accounts Election to take no· election filed Under or Against will. (cross out one) Date Election not applicablf!lace of; Filed ----------·-----------------------Record ----------------------------:- Name of surviving spouse .................. ~!?---~~-;:~-~~-:!-:g_g ___ ~_p-~_\?:~-~-------------------------------------------------------------------------------- List issue, where material: · issue not material Did decedent marry after execution of will? (indicate) ~-No. Any children born after execution of will? (indicate) Y1e~ No. If answer yes, name them·-------------------------------------.-------------------------------~----------------------------------------------------------- ....................................................................................................................................................... ~ ...................................................... --------------------------------------------------------... ------------------· ·Legatees Walter Wheeler Mary Ellen ·wheeier Ray William,.Ch~rch Robert Allen Hayes List, if exceptions to above: If partial intestacy, give facts: Adeemed: Relationship .son-:-in-law ,_ daughter SQn son Revoked: no exceptions Interest Fiduciary, if deceased or· not sui juris amount of indebt- edness in re: improvements at 168 Canton Avenue, Was'hing ton, P a. 1/3 of residue 1/3 of· residue 1/3 of residue Lapsed: Abated: sui jur:is sui juris sui juris sui juris Give COuse: no partial intestacy 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. ~§l:.x . no exceptions If any exception g1ve cause:·--------------------------------------------- File copy of Notice and date of mailing.~~-~.:i:.C:.~~---~-~.!:~---~-~~-~----'?-~ .. :!.~:!:~-~SL_~_? .. ~---~-?.?..~---~·t;·~---~-~.7-~,l:.a.~-~-··~~-r~,~ii~·a~-~~.~ Is estate subject to the filing of a Federal Estate Tax Return? .... !!.<? .............................................. , ............................... . Actual payment made on Pennsylvania Transfer Inheritance Tax. Amount $ ........ none .......................................... . If the Will makes any portion of estate subjec~ to a life-estate, give name and birth date of life tenant. ____________________ _ no life estate Give Names and add,resses of all unpaid creditors who are legally entitled to notice, together with the amounts of such claims; state whether they ore ,admitted to be correct; and whether the claim is denied. no unpaid creditors ... ~ .··· 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: A question ariaes whether the May 5, 1970 amendment to Section 211 of the Fiduciaries Act of April 18, 1949, P.L. 512, as amended, 20 P.S. 211 is applicable here. The amendment states that it takes effect immediately. The decedent died before the amendment ~as enacted but the claim. for a family exem.p tion.-::-~made .. a.f te r the realty was sold--was made af tey; the amend- ment was enacted. Balance for distribution per account, Itemize any additional debits not shown by account: $~.!-~.?-~.:-~~---·············· Total additional debits (Add) $ ......... _ ........... ···············---=.:N~o:..:n;.;e::;__ _____ _ Itemize any additional credits not shown by account: Angeline Sorice, Notary Public, affidavits ori tax return, statement of debts and deductions, and this auqit"petition Total additional credits (Subtract) $ ...........................•........ Balance for distribution $8,956.00 2.75 ..... 8,953.25 $ ................................... . If balance for distribution is not in cash, list each item held in kind, giving appraised Value (or distribution Value); ·--~·· Entire balance for distribution is in cash~ .~·--· IN RE: ESTATE OF MARY E. HEPLER, Deceased. CLAIM OF FAMILY EXEMPTION TO: MARY ELLEN WHEELER, Executrix Estate of Mary E. Hepler, Deceased 168 Canton Avenue Washington, Pennsylvania 15301 AND NOW, this 27th day of October, 1970, I, MARY ELLEK WHEELER, do hereby certify that I am a daughter of the decedent, Mary E. Hepler, and that I was a member of the household of the decedent at the time of her death; I therefore claim tie fam~ly exemption to which I am entitled by law, presently ONE THOUSAND FIVE HUNDRED AND 00/100 ($1,500.00) DOLLARS, and I do elect to submit the claim to the Orphans' Court Division of the Court of Common Pleas of Washington Cou~ty, Pennsylvania at the time of the audit of the account in the Estate of Mary E. Hepler. IN WITNESS WHEREOF, I have hereunto set my hand and seal~ the day and year first above written~ ~~JL,Jk Ma;y Ellen Wheeler) (SEAL) -~-,~~------~---~~-~~~-~~--------~~~~ I ., ~ --~i'· I If Family Exemption claimed by Petition, give place of Record: .. n.Q ... f.am.iJ.Y:---~-~-~nt.P..tJ,Q.Il ... c.l..?.i.ro.e.d ... P.y ________ _ petition If Family Exemption is claimed at audit, give name, relationship and basis for Claim:.s.e.e. .. att.ached .. .claim .... List any advancement or distribution on account that has been made, and nature and amount of same: Paid to Walter·Wheeler on October 27, 1970, legacy.in paragraph THIRD of w~ll-$4,696~82 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: Mary Ellen Wheeler Ray William Church Robert Allen Hayes or;:.,--...::.-.... ·""·~ ' . ~ I' COUNTY OF WASHINGTON, SS: COMMONWEALTH OF PENNSYLVANIA. The above named Fiduciary or representative thereof, being duly ....... stoz:or.n.' .................. doth depose and say that the facts set forth in the foregoing petition are true to the best of .......... 9:~,;-................ knowledge and belief . ............ Sw.Qrn: ....................... to and subscribed before ~e th;,_/(. __ yt_ :day aL _____ .. !1.~~-~~lt---c S1gnature of Offlce&"~~--~.,L<e-:£r.;.~ ........ : .................. . -~ a·· .... ·. Title of Officer ...... ,.~_t .... -~~-········~-'· . .· 1\NGELINE Jtc£ ,Nnlary Pu~fei Office expl res ............. su·-r-·trror~tnut··st~····························· Weshington Wash, CD, Po, M~ Commission Expires ollillilary ii i979 1/3 1/3 1/3 I . And your petitioner will ever pray, etc. --·--_ ... _ .~ ... -.~;. ~ ..... ! ······················-·-······················-------·-·······--····---···-·········-··; I ~··.u~···· ••••• •• .. •• ••••• ........ •• •••• .... ••• '"! •• ·r~ ~ ~-~· •• ,_ !! '~ :-•t•. '"':': • ••-:••••••••:-••• i~~ , . .... :. fl~ ·-. . • ' I ,..., ,, ·r ·I ;" ::. 1089 of 1969 No ........................................................... A.A. . Estate of .. ~.k\~X. .. ¥.<.! .... 1J,!!!K~f::-~---··················· Deceased . . Mary Ellen Wheeler, Executrix F1duc1ary ......................................................... . PETITION SUR AUDIT FROM WHERE DECEDENT LEFT A WILL Counsel of Fiduciary will submit herewith the following, in conformity with Court Rules adopted effective December 3, 1951, being rule No. 9: paragraph b-e; a_nd divisions thereof: shown on pages 23-24. 1. Written praecipes of all Counsel in the case. 2. Copy of order appointing Guardian ad litem, if pertinent. 3. Copy of Order appointing Trustee ad litem, if pertinent. 4. Proof of service of above. 5. Letters Testamentary or Administration C. T. A. or an attest copy of Will. 6. Copy of inventory and appraisement. 7. Proof of advertisement of grant of letters if not filed with account . 8. Certificate of liens in case any of the funds for distribution are from judicial sale of real estate. 9. Signed and itemized elections if any distribution in kind. 10. Copy of Federal Estate Tax return if es- --tnte. i.C:: . .!'I 1hiP.r:t ·thP.rP,tn PATRONO, CEISLER and EDWARDS Attorneys at Law 80 East Chestnut Street Washington, Pennsylvania 15301 :.. .. ·-: - ~ ..... ...,, ~. !=" , .. , t ~ ~ ... ~·: (J ·~ ' ; (,I r) ·! I~ ., r .. -· .. , .. , '1 ID ~ q ;.1 " (") ., " :...: .. c:· c;; i" r•: !lj \ ~ ,\J ~ 'J :;.: .. D .-:: \~ r.: ., I .. ~-,. r: ·c ~ ., .. '· .. 'if d '. 0 8 ~J 0 l t1 N I H S'"N./.1~ .Sll! ,J.\ .:.i·O .H 31S I~ J~l .O:NJ }1'::: .t1 ""1 ·:1.'35 S!f:l:H 12 c !Hi h u r.f' I ; .... J: • • PATRONO, CEISLER AND EDWARDS Attorneys at Law 80 East Chestnut Street Washington, Pennsylvania 15301 N 0 T I C: E In the Orphans' Court of Washington County, Pennsylvania Estate of MARY E. HEPLI:::R, Deceased TO: Hr. Ray William Church 600 Ewing Street. Washington, Pennsylvania 15301 Please take notice that f1ary Ellen Wheeler , Executrix of the Estate of Mary E. Hepler deceased, filed her First and Pinal Account in the office of the Register of Wills of Washington County, Permsyl vania, on January 15, 1971 • You may, if you wish, inspect the said account in the said office. PATRONO, CEISLER AND EDWARDS Attorneys for Executrb<: Dated: January 15, 1971 By Francis H. Patrono Enclocune -Copy of said account Same notice sent to Robert Allen Hayes IN THE COURTOF COMMON PLEAS OF WASHINGTON COUNY, FJPNNA. IN RE: .ESTATE OF MARY E. HEPLER, ~Deceased. ~ ..1 )o CJ 2 2 II D 2 ~ BEiFORE: ~ z i a: <I 5: ~APPEARANCES: a: ... Clll ii .. < 0 g 'TIME: ., ~ Ill ui a: ORPHANS' COURT DIVISION ) ) )+ No. 1089 of 1969 ) ) ) ) HEARING ON AUDIT THE HONORABLE P. VINCENT MARINO, Judg of the said Court.. PATRONO, CEISLER & EDWARDS, ESQS., of Washirgton, Pa., representing the Accountant. Friday, March 19, 1971, at 10:00 o'clock A.M. EST. J ~THE COURT: a: 0 II. Number 1089 of 1969, the estate of Mary E. He ler, Ill a: 1-a: :I 0 u ..1 < deceased. The Executrix is Mary Ellen Wheeler and the attorneys are Patrone, Ceisler & Edwards. Mr. Patrone? ~ MR. PATRONO: May it please the Court, I have what I believe II. 0 to be the necessary papers here. There is one question raised. That is this: at the time that this decedent died, the law provided family exemption of $1, 000. The daughter, who is also the person representative, didn't make any claim for family exemption until the real estate had been sold. By that time the Act had been amen ed and the amount of the exemption is $1500. I looked at the Act, the r e e ~ ;;:: < > .... )o • 2" 2 "' a amendatory act, and it said that it took effect immediately. I don't' I know whether that means it takes effect with respect to estates where the decedent died after the effective date of the Act or whether it takes effect with respect to claims for family exemptio made after the date of the amendatory act. So I am raising the question in the Audit Petition. This is not a matter of contention. Actually, it was I who raised the question. I don't think any hearin is necessary. I think it's strictly a question of law for the Court's ;i ~ consideration. I don't think there would be any contest on the su.bJ ct. e z ! THE COURT: Are there any claims of any kind? 3: ~MR. PATRONO: No, other than that, I think there are no com- II: ... (II Q plications. ... < ~THE COURT: Is there anyone else in Court interested in this :l "') :z: ~ decedent's ex estate? ui 0: Ill ... ( NO RESPONSE ) 0: 0 a. ::1 THE COURT: The audit of this account is ordered closed by th 1-a: :::> 0 Court. u .... <( u ii: ( AUDIT CLOSED ) IL 0 2 / e o( z I hereby certify that the proceedings and evidence are contained <( • • ~ully and accurately in the notes ~aken by me on tile hearing of the above Q z z ~cause, and that this copy is a correct traascript of the same. i 0 .. ~ z i u: .. ::: ~ II: .. CD Q .. < 0: Ci :I ., ~ N ai a: The foregoing record of the proceedings upon the hearing of the ld ~above cause is hereby approved and directed to be filed. 0 II. ld a: .. a: :I 0 u .I < u iL ... 0 By the Court, -- • IN RE: ESTATE OF MARY E. HEPLER, Decease.d • RECEIPT FOR ADVANCE AND NOW, this -:62_ day of October, I, WALTER WHEELER, do hereby acknowledg~ to have received from Mary Ellen Wheeler, Exectitrix of the Estate of Mary E. Hepler, the sum of Four Thousand Six H¥ndred Ninety-six and 82/100 Dollars {$4,696.82) which is an advance on my distributive interest in the said estate as a legatee in the will of the said Mary E. Hepler. WITNESS: (Walter Wheeler) \ ;I -4; C:i \ .. In of RE: the Court of Common Pleas f Washington County, Penna~ . Orphans'C6urt Division No. 1089 of 1970 ESTATE OF MARY E. HEPLER, Deceased. PETITTON FOR REVISION OF AUDI'l PETITION AND REVIEW OF ADJUDICATION AND DECREE PATRONO, GEISLER aael EDWARDS & :~. Attorneys at Law Pettit' Rn F;~c;t r.hP.stnut Street Washington, Pennsylvania 15301 i.O -c .. .J . i IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF MARY E. HEPLER, Deceased. No. 1089 of 1970 PETITION FOR REVISION OF AUDIT PETITION AND REVIEW OF ADJUDICATION AND DECREE AND NOW, this ;ttil day of May, 1971, comes FRANCIS H. PATRONO, ESQUIRE, of counsel for the personal representative in th above entitled case, and respectfully sets forth as follows: 1. In the audit petition filed in this case on behalf ~f the personal representative the following was set forth in the suggested distribution of the balance available for dis- tribution: a. To Mary Ellen Wheeler, one third. b. To Ray William Church, one third. c. To Robert Allen Hayes, one third. 2. In presenting that suggested distribution your petitioner inadvertently overlooked the fact that in the second paragraph of the decedent's will she gave and bequeathed all of her personal property, except money, bank deposits, stocks, or bonds to her daughter, Mary Ellen Wheeler. 3. A copy of the adjudication and decree of Your Honorable Court dated May 3, 1971 is attached hereto. 4. A revised suggestion for a decree of distribu- tion which will take into account the provisions of paragraph SECOND of the decedent's will is the following: Balance for distribution after payment of legacy to Walter Wheeler Bequest to Mary Ellen Wheeler in paragraph SECOND of decedent's will: Gro~s vatue of personal property Expenses of sale of personal property $607.50 . "2"2 3. 50' Residue for distribution to residuary legatees Transfer inherit~nce tax on jointly owned property in name of decedent and Mary Ellen Wheeler: Total of jointly owned property $2117.29 Rate of inheritance tax 6% Total tax on jointly owned property To Mary Ellen Wheeler: One third of $2421.45 -$807.15 Less tax on jointly owned property, as calculated above To Ray William Church: One third of $2421.45 - To Robert Allen Hayes: One third of $2421.45 - 127.04 $2678.41 384.00· $2294.41 127.03 $2421.43 680.11 807<15 ·, 807.15 WHEREFORE, your petitioner prays your Honorable Court that your Honorable Court review the adjudication and decree handed down on May 3, 1971 and issue a new adjudication and decree in conformity with the facts set forth herein. PATRONO, CEISLER, EDWARDS AND PETTIT I . ; I . I I ; - . I i I' ' ' . I j ~ I I j I ' .. •. '· ··.·:' ~. ·.' ~~ t4.e Qtnurt nf C!tnuuunu" tffltas nf 1ltlnn4inutnu C!tnuuty, ~ J'.eunsyluauia, ®rp4nn.a • (!tnurt llinininn ESTATE OF , . Mary R. Hepler, deceased · N 63-69-1089 0.----::;..._;.....;_.....;::..:;_;_;;._ ______ _ lnthematterohhe Fj.rst.and 1-'ir:al Account of Mary Bllen vJhecler Executrix ADJUDICATION AND DECREE And now MRy , ? , 19__11_, this matter came on for hearing, audit and distribution at this session and testimony taken; and thereupon, upon due consideration tbl!r f the baiance for di~,fribution in ~he_ handK of the Accountant. is determ,i~·ed to be 1 $0 ... c. . and ~~e o~ouwt is accordingly conf~rmed; and at as ordered, adju geoiiand (iecreed that tn~ said balance·b~:9P,id,~ut by the Accountant in accordance with the scP.Ie~ule rof di$tribution here~ attached a1!1 rnoi::fe ¢f part hereof, unless exceptions hereto be filed se . ~eg. ~r an_9p~eal b~ take_e ~erefrom se le~ 'I I-: .. 'B ·("'/. ·~ ·~ ~-----~'-7~------------E I ___)/ ,. ~ I I SCHEDUL~i oii q)ISTRIBUTION j I . Ba alee per account $:8119.56.0 ol A d tional credit I I !' E asked 8 t a u1~.1 t !I BalanC~"110--------------------- Deduct Clerk's Costs & Receipt..'::t-.-----··------- Afttorney __ ~P....;;a.....;t;..;;r....;;o..;;,;n;..;:o_.,_..;.C..;;.e...;;;1.;;;;s..;;;;l..;;.e.;.;.r .... 9 _.;..&:_E_· • .;.;.dw.;.;...;.;.AI";;...d..;;,;s;;;.._' ____ _ Russell Marino, Agent, transfer inhorit~nce tax, $541.50 I b.12 I $ 8, 9.53. 2 5 2!!.~0 $8,928.7 5 ., ·~; .. t.i<,. Into rest fro.m 12-20-.70 to 5-13-71 12. 0?. 553!52 $8,375.23 • r. Mary Ellen \fueere·r,· daughter, Family Rxerr.ption sa requested in cash,at.audit, . Welter v·lheeler, son-in-law, le~scy under Para- graph Third. of the Will, credit to be taken by the ~ccountAnt lor funds ~dvonced prior to 1000.00 di.stT"ibution by the Court, . 4696.82 M~ry .Ellen \vheeler, daughter., l/3 residueP cash, 892.80 Ray WilliAm Church, son,. 1/J·residue, cash, 892.80 Robe~t Allen Hayes,· son, 1/3 residue; cash, '• ,· $7,37$.23 $2,678.41' No ·balance .... ~ • • \ ·:!• COMMONWEALTH OF PENNSYLVANIA SS: COUNTY OF WASHINGTON Before me, the unders·igned authority, personally appeared FRANCIS H. PATRONO, who, being duly sworn according to law, deposes and says that he is attorney of record for the personal representative in the above entitled action, and that he makes this affidavit on her behalf because the facts set forth in the foregoing petition are within his knowledge, and not within the knowledge of the said personal representative; and that the facts set forth in the foregoing petition are true and correct upon his personal knowledge. Sworn to and subscribed before me this 1'-":tt.-day o£Y1Atu~ , 1971. ~·,t'-~ta~;~ ' . ~ My Commission Expires: ANGEllt\E S"'~irF ,Nn!ary Pu~lia 80 E-Cho~tnut St. . Washington Wash CO Pa My Commission Expire~ Ja~uar y 11 1!75 IN THE ORPHANS' COURT OF WASHINGTON COUNTY, PENNSYLVANIA In Re: ESTATE OF MARY E. HEPLER, Deceased 63-69-1089 No. &fx)difii:xx~x<ibdih.: PAY TRANSCRIPT Each of the undersigned does hereby acknowledge to have received on the date set forth to the left of his/her name the sum awarded to him/her by the Orphans' Court of Washington County, Pennsylvania, by its Adjudication and Decree of May 19, 1971 and set forth to the right of his/her name, including in kind any property awarded to him/her by the said Adjudication and Decree, from Mary Ellen Wheeler, Executrix personal representative(s) in the above named Estate; and each of the undersigned does, by his/her signature hereto, release and .discharge the said personal representative from any further lia- bility for the discharge of the obligation resting upon him by virtue of the said Adjucation and Decree. Date of Receipt Amount Received _£"-=-----l:;l~7--t $ 2.4. 50 Russell Mar~n , Clerk s---a.7 _, 19iill ~N~~~~~ 627.23 /-1-j-; ]) -• 19iill ~lll~~ltter 1,000.00 --· 325 95 --· 759.58 £-U-) I_, (1 4,696.82 --· 759.58 --· 19iill rl &k~ IJJ~ . Robert Allen Hayes~ son 759 .. 59 j I Form No. RCC-62 (7-69) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER S10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, "' EF"FE~IVE JANUARY 1, 1962.• (FILE IN DUPLICATE WITH COPY OF WILL ATTACHED) OFFICE OF THE REGISTER OF WILLS County of ... ~~.S.IP:NG'r9.~ .......... . J . . . . . . . . . . . . . ~1:1~. -~~~~~. -~~~-~~~.~ .... · ........ of ~~.8 .. ~~~~?.~. ~~~~.~~!. -~~~-~~?-~~~-~ ~. ?.C::~!l:~yl- cName> (Addreaa) vanl. a being duly --------~~_9-~~--------------------·according to law, deposes and says thashe is the __________ !;!_~~-c;-~t~t?._{ ___________________________ _ (Exec., Adm., Legatee, Etc.) of the estate of__ _____ ~~-~--~-~----~~~-~~-~------------------whose last residence was.J-.9_.§ ___ ~-~:r!~_Q!! ... ~Y-~!!.lJ~--'------------------CNo.J !Street) ' -----~-~§h_~g_q~Q~.L-~-~~------------deceased, and that the whole of the estate of said decedent, who died __ e_~p-~~J!!R~-~---fJL. 19 6 9 ' CCicy, Borough or Township) (Date) :onsisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRES.SES AND RELATIONSHIP OF OTHER OWNERS. Real Estate ALL that certain lot of ground situate in the Eighth Ward of the Cit of Washin ton Washin ton Count Penns lvania known and designated. as Lot N_o.-6, Block "K", in the Plan of . d and described as follows: On the East by On the South b On the West by said Plan, said Plan. south side of Broad Street and extends back of uniform width one hundred fifty (150) UPON which lot are erected two dwellings identified as vania. Ha¥es by deed of Stuart E. Murphy·et ux. dated April 14, 1950 Office of Washington County, Pennsylvania. The said Mary E. Hayes v.'as then ma.rried to Al divorced him and married John N. ,Hepler, who predeceased the Personal Property Household furnishin ment and ersonal effect~~- located in residence ,. .. I. Estimated Value 607.50~ 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 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, ~~~ .. ~~-----------------------~--.......................................... , .. ~1 Estimated . ~ Jointly Held Property ' .~ . Vatue ~.. . . account No. 25153, in of Mary E. Hepler Mary Sav1.ngs names or -.._~..,. ti' 1 1 ,.....,.... i-.n. , .~ ..... + ·~ '!:'~ ........ u,.....:~,...~ ~1 C'~TT 0 ,....., ..,~.:I T,...~~ ·:.. -~~-·· ···-·~· ' ·-J~ , . J Association of Washington, Pennsylvania, opened December 4, 1968, face amou .. _ &onn .::n .... onn r:n ~v_,o_v -?""'-'·-~ Investment account No. 1-1-1562 in the First Federal Savings and (LV Loan ... 'lssociation of T.l ..... 1-.~~,..o~-,... n,... .... TT1TT~~~.... ~~ -~-~,... ~ .C M lo,£""'U.._U':l'-'-'Uf • ...,. .... ..,..J..._v..,.u.._..,., .._ .. ._ .. ...,. uwu_..,. ...,_ •·--.:t. ~ E. Hepler in trust for Robert E. Hummell, opened October 19, 1965, .c ..&n.::n nn nr:n "" .1.. U.v'-....,."'-·"·"u .._ '1' .J .J v o v v . _,,_,vovVJ 'II . . See attached sheet for list of ~or:ds, total taxable value 164.16 •• $~,923.66 - . I . ' . \· . Transfers within TWO YEARS Prior to Death \ .. \. I '. I r 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,:-· NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF. JOINT IN WHICH DECEDE!'/T RENTED A SAFE DEPOSIT BOX ... IN NAME OR NAM·E.S o'F. . -. HOLDER's io'i5:EcE:DE:.N-T -·-· ... N 0 N E - BENEFICIARIES - BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT Mary Ellen Wheeler, 168 ~Quseho~~ furnish-; T'lrrc ::>T'I <=>rrll; nm<=>n Canton Ave., Wash. ,Pa. ,1530 ... daughter yes aria 1/3 residue I Walter Wheeler, 168 Canton son-in-law yes bischarqe of debt Ave., Wash., Pa., 15301 . Ba¥ William Church 600 Ewinc son ves 1/3 of residue St., Wash., Pa., 15301 Bober± t\JJen Ha¥es~ ]68 1/3 of residue Canton Ave., Wash., Pa.l530 son yes . t ~"It\ .-·.I 1 • r. .. ' ~ RiSWENT DEC~DENT DEBTS AND DEDUCTIONS CLAIMED NOTE-· List first five items in the spaces so provided observe notations thereon and instructions . ' -' ' ~ DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN KEGISTER ONLY Funeral expenses paid $ $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses. * I ~ Counsel fees * Fiduciary commission * : OTHER DEBTS AND CLAIMS (*) See Note below : I . Total Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission oi· debt is greatE-r or less ·than .the estimated amount claimed and allowed. S b 'b d d b f h' 2.6./::lv -. u scn e an sworn to e ore met 1s ..................... . · · .. ·. /' ....... ·; ... d~yof '( ... M.:y .......... : .. , 19 . .7.0 ... ·b·~r-. · · .. ·.: · · · · · · -~u:::EUNE· SORteE,· Notary Public -80 E. Chestnut St. Washington, Wash. Co., Pa. 1vw Comm1ss1on EXp1res January 11, 1971 Having been duly sworn according to law, I do hereby certify that the above ~~···· .. l.6 8 .. Canton. Av:en\l.e ...... · .............. . (Street Number) Washington, Pennsylvania 15301 (City or Town and State) appraisement is made in conformity with law on this .................................. day of .............................................. , 19 .... . Appraiser 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 r.o 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 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 said schedule above, which greater or lesser arr,ount represents the sum allowed as a deduction. Dated: ......................... · ................... . Register of Wills ·.• -· .( ,_ :" . ·; f ~1 • lilt< .. ' '• , "' " .. . I .. . Form No. RCC-62 (7-69) Will Administration }:No ........... Year .... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY E. HEPLER Deceased Washington County of .......... · ................... . Commonwealth of Pennsylvania REPORT AND APPRAISAL PATRONO, CEISLER and EDWARDS Attorneys at Law 80 East Chestnut Street Washington, Pennsylvania 15301 ./ -~ ' j-.• -"' Form RC C-10 OFFICE OF TME REGISTER OF WILLS WASHINGTON OF ______ ___:_ __ COUNTY AND AGENT OF TME COMMONW~ALTM STATEMENT OF DEBTS AND DEDUCTIONS ESTATE oF _....;;MA....::..;:.;R;;_;Y;;:......_E....:•---=H.:.:E:....P:.._L::.E_:_R ____ LATE oF City of Washington, Washington ounty, · Pennsylvan1a DATE OF FILING APPRAISEMENT May 27 t 1970 DAu oF DEATH September 20, 1969 DATE NO. OF · NAM~ OF PAYEE REMARKS VOUCH'"" AMOL'NT 1970 PERSONALTY, Credits: Fee and expenses ror -Apr. 15 Herbert Post, Auctioneer sale of personalty 223 50 1970 REALTY, Cred1ts: SPnt ?.q Joseph DeMaria Appraisal of real estate 35 (, 0 Oct. 27 Recorder of Deeds Pa. realty transfer tax bU uu .,., _R~I'""I"''l"'n~r nf n~~ns Citv Realty transfer tax 60 00 1969 ADMINISTRATION EXPENSES: -::;-----;-"'" . . .,.. ~ .... :::.n+-_n£ lo+-+-orC! f-oC!f-.::lmPnt-.:=~ rv ...... :::: .1:::' ... .JV ~''-':1 .......... _._... ~ and two short certificates 21 50 15 ·AaVeL·-c.is~ng ~::~ran-c. ui J..t::L.L.t::L ~ --Oct. Wash1ngton county Keports p J..'t vv 27 Observer Publishing Company Advertising grant of letter ~ ·. 14 00 ' 1970 i 1111 .. It: n.nn:~lin~ !=:nrii'""P Notarv Affidavits on inventory and -J. Public inheritance tax return 1 50 I ... -1"\ ,..,.f: T•l~ 1 1 C! li'ilinrr inu~nt-nrv 4 '00 , ... ~-~':~ ......... _._... ~ -~ Aug. 26 Angeline Sorice, Notary Affidavit on petition for ..... -1. , • . -". . . , "', " '7C: ........................ J ..... ..__ ...... _.._ ~ Sept. 8 Russell Marino, Clerk o. c. Filing petition for judiciaP- ~ --1971 oClJ..t:: J..V vv _J:-q_n-:·:rl.4~ Marv Ellen Wheeler, Executi ix Allowance 644 85 --. -.:r--1 A n,+-,.nnn ('~;c:l~r and Edwards Counsel for oersonal -. representative 644 85 -~ , . .... '1\l~ . ~ -·· uan. J..'t n.U'::jt::J..J..U'-._..._,.._.._ ..... ._, '.I. Public Affidavit on account 1 00 -. 1 • .,., nn Jan .L'i 1:<.eg1ster OI WTT.l.::> "J....o....o..~·':l ....................... u .... -- Jctii" 14 Angeline Sorice, Notary Affidavit on this statement ~ ~-Publ1C ot a.eo-c.s ana aeauc-c.~on::. J.. 'JV 1 Qf\C Sept . 23 Robert E. Hummell Funeral u. n-..::1,.., ·::.,.._or 1 C! C!orui l"'t:>C! 1 Of\0 00 - Oct 20 Herds Drug Store Supplies 7 59 1-~,., 20 Washington Hosp1ta1 "1:>erv~ces J..V vv 'lA n.llon.l\1 "RPc:c: M.D and James c. Bess, M.D. Medical services 25 1ru ~ ~ ..T_T M 1"\ ..... ~ __ , co,..,-u~~,..,.,.. <n (\(\ vee LL .t\.d.r .1. '-• .1:\CUlUClJ.. L 1 .._ .._ 1 •·• o JJ • ............... ---·- 1 q7( GRAVE MARKER: I May 13 s. White's Sons Inscr1pt1on on monumen-c. .l/ ou ,,...r l"'t:''l\lt:'D7\ T I'""T 7\"TMC • .1._;7_V 10 Columbia Gas of Pa., Inc. Gas 14 07 Oct 20 wasnJ.ng-c.on-l!;as-c. vva.::.u_;_u'::ll..uu 9 11 Joint Authority Sewer charges 20 -~11 Telep??ne Co. of Pa. Services ~~~ I~ ~~1Aiki\A I '..I ~2933 04 1 I ..... ,. fl COMMONWEALTH OF PENNSY v,(NIAc..!,lA,..(t--W'·'ff.ii?j-CV~{.rt/fA\/V;f'-rr-T.tJU COUNTY OF WASHINGTC N :d 68: I, MARY ELLEN WHEELER HEREBY CERTIFY. THAT. TO THE BE•T OF ... y KNOWLI!:DGE AND BELIEF, THI!:.FOREGOING IS A JUST AND TRUE STATEMENT OF DEBTS, FUNERAL EXPENSES AND EXPENSU OP' ADMINISTRATION SUBMJTTED TO THE ESTATE OF MARY E. HEPLER DECEASED, AS DEDUCTION$ FOR INHERITANCE TAX PURPOSES. SW/N AND SUBSCRIBED i!ORE ME THIS I¢. ·f:IJ.. ~~~_g</ CL. 5.1 DAY Of' Mary Ellen Wheeler) .T :::.n,111.rv 71 / ./A-L .... vi/)-, ,. ~ ,. 0 18 -- 0 / ~~GELINE SORICE, Notary Public E. Che:.;tnut St. "'~~h· rt w · , "· rn .. _0~· ash. Co., Pa. 1 My CommiSSIOn Expires January ll, 1~},_S"" . I I I I I I I I I R C C-81 (2·64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Mary Ellen 'liJheeler (Executor ~) IN YOUR REPLY PLEA8E REFER TO 38-10-4 In Re : Estate of ___ }J.....;1ar~y:..___E..:.•-i-· ..:..:H~e=lpo~::.e=.:r=---------- ____ .....;.W;,!iia~<.Sst.!..ih..!,in~ga,;t~o.u.n.__ _____ County -File No. 63-69-1089 Dear Mrs. i'Jheeler, You are hereby notified that the __ o~r~1~·g.in~a~l~--------------- appraisement in the estate of __ ~M~-~~r~d~r~E~~H~e~l~p~e~r:..___ __________________ __ has been filed in the office of the Register of Wills qf l'laeningt9;a County on November 12 , 1911L. Said appraisement reflects the following valuations: Real Estate __ ~ ____ l_O_,~o~o_o_._o_o __ _ Personal Property ________ ~6~0~7~·~5~0~--Jt. Hd. ~----------~1~1~92~3~·~6~o~-- Total -----------~--~1~2~~~5~3l~.lw0~-- 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 an.num is charged,. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ___ ~N~ov~e=m~b~e~r-=1~2L•~1~9u7~0:..___ __ _ Signed to.£flL'7 /&~ Title W.R.Chaney, Chief Appraiser \ DATE OF DEATH: September 20, 1969 \ N t Th . . J !b"ll 0 e; IS IS not• 0 I • I J j -----------------------------------... _ .. J • PCC-39 (5-68) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Helper Mary (First Name) E. (Initia.l) 9-20-69 6 6 8 DATE OF DEATH _____ FILE NO. 3-9-10 9 (Last Name) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of __ 1f1l_a_s_h_in___:g:....t_o_n _______ _ Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: November 12, 1970 ---------~-~---- 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 APPRAISED $ IO.OOO 00 607 50 .L} "')~j !bU 12, 531 10 annuities . . . . . . . . . . . . . . . . . . . $ --------+--- ESTATE TAX ASSESSMENTS $ FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on$ 2% Taxon$----------------+----~ $ _____________ ~_ $-------------4---- Tax on$ 5% $ ____________ -4---- Tax on$ 10% $ ____________ -4---- Tax on $ 15% $ ______________ ~--- VALUE AS REAPPRAISED $ ____________ ~--- Exemptions ~~< Total Estate __________ _J_ __ _ TOTAL TAX $--------------L-- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=======4== 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 ---------$ __________ ....,L __ _ AMOUNT OF ESTATE TAX ASSESSED $-----------+-- Estate tax paid $----------'--- BALANCE DUE Add interest at rate of 6% from ----------~10--------- $----------~---- $-----------4---- TOTAL TAX BALANCE $ ---------~---PAID $ __________ ...J.._ __ _ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax \Jy the Register of Wills, for proper reason, same should be noted below, with ~short explanation. • Will Administration IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF Mary E. Helper Deceased Late of . . YICJ.::> l1.i.Jlg:t.()?, ................................. . Commonwealth of Pennsylvania REPORT AND APPRAISAL { .. ' ., cf Fonn RCC-2 J. ·~ COMMONWEALTH OF PENNSYLVANIA DATE ........ No.venb.e.r ..... l2.,. ..... 19.7..0 ........... • ~~PARTMENT OF REVENUE • . • RESIDENT INHERITANCE TAX COUNTY ..... J:f.§:.~_h.m_gt._g_n. .................................... JIUREAU OF COUNTY COLLECTIONS APPRAISEMENT FILE NO •.............. ?..?..:::9.~~_9.~_?. .................................. HARRISBURG, PENNA. 1712 7 Whereas, .............................. Mary.: ... E. •..... H.~l.P..~.r. ..................................................................... late of .............. ~!.~.S.-~-~~-~~-?.~ ............................................................ I in the County of ................................... ~l.a.:~.h.i.-Pg~.<?.~ .................................................................... Commonwealth of Pennsylvania, having died on the ....................................... ?.Qt..h ........................................... day of ............... ~:.~-~-~-~-~E ................................ 19 .. ?..?. ... , seized and possessed of an estate ' subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, W.R.Chaney 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 transier I inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of A net Values Made for Inheritance Tax Purpctea $ REALTY: \ See conv attached to appraisem~nt 10,000 bo I PERSONAL: See CODV attached to appraisement 607 50 JT. HELD : See COPV attached to appraisement 1,923 60 TOTAL -<~1 ') 1:;':!1 I,(\ ~·:J-'.-' .. I : -. I I •. . --. : .. ·-• .._,¥~ •. .. ~ ... ' . .. . ... ·~· " ... :=-.: ' .. ' I I I I I I Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this ................ .,Ja2~ ....... day of ···························1:;>.-<-~L~ ································ · ········ ~ . -......... &.; ..... ··············-. . ... 7 ................................................. ;~ i~~ ... .................................................................................................................................................................. ....... aJ~:',.;;"";'' ................................. , Penna. - ----· ~------------------------------------------------------------------------------------------------------------------------ .............................. li'IAS.HIN.GT.ON ................................... . County r:~ I -•,. •I '7 I MAY h ' M1 9 ~ RESIDENT INHERITANCE TAX APPRAISEMENT zu .. • Estate of · ........... MARX ... E ...... HELPER ................................................. . Deceased. Late of ....... , ..... J'JA$.H:I:N.G.T..ON ............................................................. . Date of Death, ............... 9~.~~6.9 ........................................... .. . A . ., D k T,' l 38 ppratsemed oc et v o ., ...................................................... · Page, ............. ;l.9.-:4 ............... : ..... No ............ ~J.::::f>.9~.+.Q.$..9 .. . Filed in Register's 0 ffice, ........ l\I.~Y.~ ..... ~?. ......... 19 .. .79.. Amount of tax due, $ ............................................... : ................... .. DEPARTMENT OF REVENUE Received, Examined and Approved, .......................... : ............................... .. Wrote abo.ut Appra-isement, .................................................. . Appeal f1'om Appraisement, ..................................................... . •' Entered and charged, .................................................................... . .,, I• Form No. RCC-62 (6-70) THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER S10,000, UNDER SECTION 701 OF ACT OF JUNE 16, 1961, EFli'EC'l'IVE JANUARY 1,1962. (FILE IN DUPUCATE WITH COPY. OF WILL ATTACHED) . ~~ SUPPLEMENTAL RETURN OFFICE OF THE REGISTER OF WILLS County of .... ~~~?.~~~:r:C?~., ....... . ,/ MARY ELLEN·WHEELER 168 Canton Avenue, Washington, Penn9y1- .............................. · ...... · · · · · · · · · · · · of · · · · · · · · · · · · · · · · · · ··•· ·. · · · · · · ; · · · .. · · · · · · · · · ·v an1 a (Name) (Addreaa) · being duly -------------~-~~~-------------.. according to law, deposes and says thatshe is the ---~-~~-9.~t.+:iX _________________________________ _ (Exec., Adm., Lega=, Etc.) of the estate of ----------~g,¥. __ ~_: ___ ~-~~-~~-~--.. ------------whose last residence was .. J~-~---~-9Jt'tQD-___ .A..Y~D-.ld~-------------_-:::_·_-~ (No.) (Stlfft) -~-~~~-~~~-~~!.:1:! .... ~~-~~~X~~~If~~sed, and that the whole of the estate of said decedent, who died --~~£~~-~-~~,-92 ~-g' (Ciry, Borough or Township) (Date) .L u consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANCES 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 Estimated Value See original return .. '. ,-(',. .-~ ·~. ·: ,i •.r t ' ,. 1 ~_:: ... .. r l". - Personal Property See· original return ; ' ~~ 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 dat~ of death. Such letters ·must be ~igned·by a responsible officer of the fin~ncial institution or mortgage hvlder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account nu."'l.ber and the exact name or names in which the account is registered. ' ·' Jointly Held Property Estimated ,, Va~ue .. -.... . che.c±ing Account No. M66:-2-:72.4.7.S 7, _Wes.tern Pennsylvania National ..... 1 ' -'\. Bank, registered in the names of Mary E. Hepler or Mrs. Mary . Ellen. Wheeler; account· was opened July, 1965 ~ full amount-$387.2 7 1,$:l-'9'3 ~ :6';3 --' -$l9'3~~6"3 Kl'. ;...' li'& /1ff1J~ - Transfers within TWO YEARS Prior to Death See or:Jglnal r:etm:n 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:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX JN NAME OR NAMES OF HOLDERS TO DECEDENT See original return ... . ---· -- - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO. AT DEATH OF IN ESTATE forth this fact.) DECEDENT See·oriainal return ' ~ . ' -. . . ... RESIDENT DECE;DENT DEBTS AND DEDUCTIONS CLAIMED ..... l'IOTE: -List first five items in the spaces so provided observe notations thereon, and instructions ' ;.· DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ' fKEGISTER ONLY Funeral expenses paid $ $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees • I Fiduciary commission • OTHER DEBTS AND CLAIMS (•) See Note below I I ' Total Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this .... .;r.P.~ .......... . ~~-' ........ , .... lfi 8. . c.an tQn .. A v~n.\J.~ .......... . · (Street Number) . . .. .. 7 , ............. dayof(JanUQ..:t;y .......... , 19.7.~ .. .. ~r·· ... -~~-( ... #~. :!~~.E;!,lNF; .. SORICE, Notary Public '}O E. Chestnut St. Washington, Pennsylvania • ••••• 0 ••••••••••••••••••• 0 •••••••• 0 ••• ••• ••••••••• . 1 ''~shington. Wash. Co., Pa. 16 . ..-(City or Town and State) rr, "~--; .. ;" .-. • ,. • 1 g .z.?'~ -··,~··co ;c L..u,j ::tt, 1"' 4 Having been duly sworn according to law, I d{):ereby ~er~if,: .t~at the above appraisement is made in conformity with law on this ... ' ................... :::fJ>,;;t;/.; .. day of .... -~· ...................... .)9J/.. ~ .......... 0. .. £ .. fY.~/. ...... }62.LV .. . ....... .. . . -.... ·7· Appraiser . ln the event that any future interest in this estate is transferred in possession 01· 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 ·inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE R~(;LSTER. OF. WILLS I, the undersigned duly elected Register of Wills in and for .... ;{,.:v"·--.. · _ ·: ......... County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimea oy·aepciiiem, ~:xcept as to those items where a greater or lesser amount. is set fort~ in the last col~mn to the right in said schedule above, which greater or lesser amount represents the sum allowed as a deduction. Dated: ....... ·. · , , o !?'': o o ••••••••••• 0 • 0 •••• 0 • 0 • 0 •• ~ •• 0 ••• 0 • 0 ••••• 0 0 0 •••••••••••• · Regis~r of Wills ' ! / ,. ... , ... '\ --------------- Form No. RCC-62 (6-70) Will Administration lNo .......... . IN THE Year ..... MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARY E. HEPLER Deceased Late of City of Washington County of' Wa§-_llington _.:; -!! ~ · • • o o • • o • •:;;::-:;:y •. • o • • • • _• _• • o • • o •o o -rn :::::J ---- •• ..-_(.(? 0 c: c:..... , Cominonwealth·of Pennsylvania ?:.: r--·· ~-. ~~: .~ . ~~i~-;::.~ . ) J7"":'} ~"'.· ; --~ ~ tN ... ·--SUPf~--i'llAL · " l:'..J-....... ~· . ~--REPORT ANDS:AP.PRAISAL ~ • • • . • ,.J (.J --.":~ '• ~--=-~= ~ ~ ::tJ ------~----~- PATRONO, CEISLER and EDWARDS Attorneys at Law 80 East Chestnut Street Washington, Pennsylvania 15301 i. RCC-81 (2.-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT Mary Ellen Wheeler (Executor~ IN YOUR REPLY PLEA8E REFER TO 38-10-4 In Re: Estate of ______ }_fu~r~y __ E~·~ __ H_e£p~l_e_r ________________ __ -__________ _:_W:..=a:.::.s:..::hm=· ::sg2..:t:....:o.::n~-----c t F"l N 63-69-1089 oun y -1. e o. __ ...;;....___; __ Dear Miss Wheeler, You are hereby notified ·that the supplemental appraisement in the estate of_· ----~M=~~y~E~·~H~e~p=l~er~-------------------- has been filed in the office of the Register of Wills qf Washington County on January 28 , 19~. Said appraisement reflects the following valuations: Jt. Hd. lmxnuKI_-'------=1~9~3:..:::•6;3. __ _ Personal Property __________________ __ Transfers ______________ ~~~--~---- Total _____________ ~l~93~·~·6~3~--- As to such ~ax 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 deatli, interest at the· rate of six (6%) percent per an.num is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ______ Jan~u=ary~-=2~BL,~l~97~1~------Signed UJ,£(!4 fi'"~- Title "~ .R. CHANEY, CHIEF APPRAISER DATE OF DEATH: S.eptember 20, 1969 Note: This is not a bill. RCC-39 L5-68) caMMONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Hepler (Last Name) Mary (First Name) E. (Initial) DATE OF DEATH 9-20-69 FILE NO. 63-69-1089 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _ _...;.W_a_s_h_ing~:....t_o_n ______ _ Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each i tern in the last column to the right in Schedules "A", "B", "C", and "E". Dated: 1-28-71 -~~~~~-------- 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:-----------=--- SUPPLEMENTAL REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED 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 $ 19T 03 1_91 61 annuities . . . . . . . . . . . . . . . . . . . $ --------+-- EST ATE TAX ASSESSMENTS $ ----------'--- $ 193 63 191 61 ' . FOR USE OF REGISTER ONLY COMPUTATION OF TAX Taxon$ _______________ ~--- Tax on $ -----------4-~ Tax on $-----------4-- Tax on $-----------4-- Taxon $ ________ ~-- 2% $ _______ ~-- $ _______ ~-- $-------~---$ ______________ ~_ $ ______ -4-- VALUE AS REAPPRAISED $ ____________ ~--- Exemptions=======::::::j~= Total Estate _______ -1--- TOTAL TAX • $-------~--- (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $======4== 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 ------$---------__J--- AMOUNT OF ESTATE TAX ASSESSED $-----~~-- Estate tax paid $ _____ --JI __ BALANCE DUE Add interest at rate of 6% from ----------~··0------ $ ____ .L._I_ $----------4--- TOTAL TAX BALANCE $ -------+-- pAID $ -----------L--- 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 .................... Year ........... . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of WASHINGTON County of WASHINGTON Commonwealth o,f Pennsylvania REPORT AND APPRAISAL : , .. ,DEPARTMENT OF REVENUE... BUREAlJ OF COUNTY COLLECTIONS•'"J-~~ ~.HARRISBURG,PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.~:q~??I !.?.7..~..,,.-~. COUNTY ~!.~§.h~gt9..P.:. FILE NO ?~:??=!?~?.._ . Whereas,M~r.y.~."?..~e;ler~late of w.~.~.@.ng:t.9.A . in the County of ~.~.~.~.~~.<'.?:Commonwealth of Pennsylvania,having died on the 2.Qt.b..day of ~.~P~.~.~.~~19..§.?..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~.~.~.~g~.~~,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, Delcrlptlon of Allet SUPPLEMENT AI. JT,'.HELD: (i;heckinl?Account No.!166-2-724.757 ~Western Pennsylvania National Bank.re~istered in the names of ~1.ary E-.Hepler or l-1rs.Nary .1; Ellen ~Vheeler:account was opened July~1965;full amount Unit Values $ Apprallement Made for InheritanceTaxPUrp0181 ( Total 193 193 63 63 I '., '.,~ ,. ", c ": '. - .' ~.':... ". Having been duly sworn according to law,I do here~ertifY that the above appraisement is made in con- formity with law on this &.Z.dI.day of ·······.:..:..·.:::.-=~?Q T·::::::~::::·.·.:::::::::~n;.~.~.~~<...: ~,(.~ppraiser WASHINGTON County \ ... l c D~ I ~~'· '?I 11~ .. v 4 tH\ Q "' z I RESIDENT INHERITANCE TAX APPRAISEMENT Estate of "• ,.... L l ) :: .. '') I ; I 0 ! ') s ,_.. ·-l i • •• •• ,\t. I' • . ...., ..., · F o 0-=-1'/ \ L L S ............. . ~~ \:1,:\ s T -" I t · 11Jt ,-:H\NGTOH CO .. PA. 'II I 1-'1 .... ~ ..~X .. ~-~-----~P~ ............................................... . Deceased .. Late of ....................... .W.A§JI.J:Ji!Q'I'QN ................................................... . Date of Death, .......................... 9.::?.9.::§.?. ................................ .. AppraisemeHt Docket Vol., .......... , ........ .3.8 ......................... .. Page, ......... ~.9::4 ....................... No ............ ?.?.::::?.?.:.~g§.?..·. Filed in Register's Office, ........ ~~!1.! ..... ?.?. ........ .19 ... 7:1.:. Amount of tax due, $ ................................... : ............................... .. DEPARTMENT OF REVENUE Received, ..... : .......................... : ......... ; ....................................................... .. Exa~ined and Approved, ...................................... : ................... .. Wrote abo.ut Appra-isement, ................................................. .. Appeal f1'om Appraisement, ..................................................... . Entered and charged, .................................................................... . / .. r \ -~~--------------------------