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HomeMy WebLinkAboutOC1969-1161 - ESTATE OF ZOFCHAK.-FORM 67 REG. WILLS REV. 1-50 l\ppliration fnr ~ttttrs nf l\ilministration nn tht Estate of...M.~.Y..t .. h~:w. .... Q.~.Q.r.g~ ..... ~.Qf.~.h~.k.~ ..... ~/.kl~ .... Mi.k.~ ..... ~.Q.f.~.h~.k.~.J.r..~~ .. , ..... ~.l.k/.~ .... M~t.t..he w Z..Q.f.~.hg.k .. , .. J.r..~ ... , ..... ?..l.k/.~ .... Mg.t.:t.h§.r.! .... Z.Qf.~.hg.ls .. , ..... gJk.I.?. ..... Mg.t..h§.w. .... Z.Q.f.9.hgJ~ .•. J..r.., .......................... . late of ................ Char..t.i.e.r.s .... 1'.awnshi.p.,.Washingt.an .... C.o .•. P..a,. Deceased. Before the Register of Wills of Washington County personally appeared ...................... R§.n.n.i.§ .... M., ..... Z.Qf..Q.hgJ~................................................................................................................. decedent who, being duly sworn deposes and says that.Ma:t.the.w .... G.e..o.r..ge ..... Zo.f..c.hak., ..... e.t.c ........ :the ..... ab.o:v:e. named age ...... ?..?. ..... , having ..... ~.~-~ ... last family or principal residence at..2..3..2 .... Hal.la.m .... S..t.., .. B..o.x ... l9..8 .............. . (Street and Number) Nle.ad.o.JN".lands.1 ..... C.har:.t.i.er.s .... T.ownshi.p ................ , Washington County, Pennsylvania, died intestate (City, Borough, Township) , at... ..... W.as.hin.g:t.on.,..P.e.nns.Y,lY..ani.a .... , on the.2.2~.gay of ....... Ma;v.: ................................................................ .. A. D., 19 .... 6.9. ....... , at...l.Q.:.J.O ................................. A ... M., possessed of personal estate to the estimated value $ .. ??.g.~ .. ?..g ............ , and of real estate in the Commonwealth of Pennsylvania to the estimated value of $ ... 9.0Q.Q.~.Q.Q .. ~ ..... , situate in .... §.h.?..r..t..i.~ .. r.§ .... l'.Q.W.D.§.hi.P..~ .... W.~.§.h.i.ng~.Qn .... Q.Q.U.D.t.Y. ................................... .. ... P.§.n.n§.Y..l.:v..gn.i.a .................................................................................................................................................................................................. .. The names and addresses of the decedent's surviving spouse (if any) and other heirs including heirs by adoption) are as follows. REJ,ATIONSHIP RESIDENCE l?.9..D:9J4. .... ~.Qf..9.h3?.1L .................................................. 9..Qn ......................... A.g .... P..~n&r.~.m.~ .... .Rr.JY.§ . .,.W.9.~h.;b.ngt.gn., P a . I?.~.t.~.r. .... W. ....... Z.afchak ............................................... ~.Qn ........................ .3.2k-.... 1.o.c.us.t .... S.t ........ Ho.us.:t.on., ..... P..a ...... .. ~::~:1:::::::::::i~i.:~~::~::::::::::::::::::::: :: ;.~~:: :: :::: ]~~2.~::~~~C.~i.;i.:i~~:;~~~~1.~~~~~~·Pa . .......................................................................................................................................... 1"" .................................................................................................... . That deponent is over 21 years of age, resides at.. .............................................................................................................. .. is a citizen of the United States and a resident of Pennsylvania, and respectfully applies for Letters of Administration upon the Estate of said decedent, no letters having been previously issued thereon. Sworn and subscribed before me this-...... .!.~..... ~r;'({~·-······-····-······-··· dayJ/ft:J.Q.~.~.~~.~.!.: .......................... , A. D., 19.§9. .......... . .... l...L~~ ..... 2zz.~~······ REGISTER COMMONWEALTH OF PENNSYLVANIA } SS: WASHINGTON COUNTY, And now ............. O.c.t.o.b.~.r. .............. ./::?.:., 19 .. 69 .... , comes ... D.e.nnis .... M. ....... Z.o.f..c.hak .................................... . who being duiy sworn doth depose and say that... ...... ~.~ ............... will well and truly administer the goods and chattels, rights and credits of... ....... .Ma:t.thew. .... G.e..o.r..g.e. .... Z.af.chak.,. .... e.t.c ......................................... , deceased, to the ~est of... ............... skill and judgment in strict compliance with the laws of this Commonwealth, mind- ful of the laws relating to inheritance taxes. Sworn and subscribed before me this .......... !...§. ......... . day .. :~zJ~:=:~=:=:~:::::::::;. ............... , A. D., 199..9. ......... .. :::::::::·z~::::2iz::~::::::::::: ~s·({.~-·······-····· REGISTER ~-... _I ,. ,. fr !tf7 t 3 -~9-11t I APPLICATION FOR Letters of Administration ESTATE OF M~:t.t:h~.w.-.... Q.~ .. o.r:g~ ..... ZQ.f.c.b.ak.,.e.t.c ........ . · I>eceased R $ ............................. . Letters...................................................... /0, o---e> . p $ ............................ .. Extra Alias .... 3 ........ $ ........ ~~: ... :::?.. Certificat~ ... 1 . ./..~ ':'"$~ ... /!..~.~ .. <' ;'0 (.C) :.,._._. alW ::0 -~ v;ez Renunci ~· . . . . . .. f.$ •. ~j. ... :.: ... ,... ... ::-.~. ~ ' ~~·~. -n' ~~ ........................................ '1""11:-"Jd•~...., (j) f11 ~..:. ••• .::.:;:• •••• ! '0!··· ....... ! ...... .;. .. ••••• -1 ::0 :-U"1 ' 1.;:...; - ..................... ~ ... o .................................. Q .......... ~ .. ~.:.: .. .,::;;;.: -o .. tt"R Total 0 -= >> :::r · ; ~~-........ 0 .. ..,;;:; ... ~ .............................................. ; ..... = ....... . • - -LA.,) ... ·-..: -or-o )>(I) r"o.> ~ ;.. ZEMAN .................................. ~ ... ZEMAN ~..................................... Attorney§ .......................... ~2 ~~~3 lJr-;rt: "": ... .. .... ESTATE OF Matthew George Zofcl;l.ak, a/k/a Mike Zofchak,Jr., a/k/a Matthew Zofchak,Jr., f}./k/~ .... MQ.t.t.b.~.w. .... Z.o.f..c.h.ak., ..... a./k/.a ... .Mat.bew ... Zo.f.ch.ak., .. Jr .•.. , ................................................... DECEASED The undersigned ... D.o.nal.d .... Z.af.chak., .... .P.e.te.r. .... W ....... Z.af.cha.k .... and .... G.e.cr..ge. ... .M .... Zof..cha.knd heirs C't·u·fit~~ ..... ~~·K~~·i1·~·a:n:ra: ...................................................... .late o£...9.h~.r.Y.J~.r..e. .... T.Q~n.~.hJP.., .... .w.~.~.hJn.g.t..Q.n. d h b v their · h d · · · d d d t' decease , ere y renouncen ......................... ng t to a m1mster on ... s.a~ ... e.ce. en. ... .s ....................................... estate and respectfully askK that Letters of Administration be issued to ....... Deno..is .... M ....... Z.o.f.c.l:la.k. ................................ . ::0 (11 z c z 0 -~ -0 z . .. C!lnmmnnturalt~ of Jrnnnyluania, t ss. lllllns~iugtnu <!lnuuty. \ I, Russell r1arino , Register for the Probate of Wills and Granting Letters of Administration in and for the County of Washington, in the Commonwealth of Pennsylvania, to ·DENNIS M. Z 0 F C H A K administr at or of all and singular the goods and chattels, rights, and credits, which were of MATTHBW GEORGE ZOFCHAK, akfate of Washington County, deceased, MIKE ZOFCHAK, JR., aka . . :r..fATTHE\1-l ZOFCHAK, JR., aka MATTHEW ZOFCHAK, aka MATHEW ZOFCHAK, JR., GREETING: ' WHEREAS, the said MATTHEW GEORGE ZOFCHAK, aka, etc., late of Char tiers: Township, in the county aforesaid, lately died intestate (as is affirme<J), poss:ssed of,divers goods and chattels, rights and credits, within the said County, , Russell Harino, by reason whereof the'powe~ of gr~nting administration thereof doth belong to me; I therefore, confiding in your fidelity, do by these presents grant unto you these LETTERS OF ADMINISTRATION, here- by committing unto you full power to administer the goods and chattels, rights and credits, which were of said deceased within this Commonwealth, you having taken and subscribed the oath of office pre- scribed by law; requiring you to well and truly administer the goods and chattels, rights and credits, which were of said deceased, and to exhibit a true and perfect inventory thereof into the Register's office, at Washington, within ninety days, and to render a just and true accountof your administration at the expiration of six months from the date hereof, and to regard and comply with the provisions of the laws relating to inheritance taxes. IN TESTIMONY WHEREOF, I have hereunto set my hand and caused the seal of said Office to be affixed this f i f t e e n t h day of 0 c t o b e r in the year of our Lord one thousand nine hundred and s i ifjrttrrli nf ~~miuilitrattnu IN ESTATE OF MATTHEW GEORGE ZOFCHAK, aka ···Mf·ffi"""5'.i€iP.·0H·frN·;-· .. ··J-H·e"i"'"alf·a· .. ···· ............ . MATTHEW ZOFCHAK,JR., aka ... MAT.T.H.E.w. .... Z.QF..QJIAJ1., ..... ?.1~.?.: ......................... . MATHEW ZOFCHAK, JR., .............. ~ .................................... !>':Ee':lS.A:~:f!.'r>·;;·""'"'"""""' ..... 2 'q~;~~:::\ .. .. -·· •.. iKunm J\11 :alrn iy Wqrsr Jrrsruts Estate of .. fY!..t..!T.!:!: .. ~.Y.!.. .... ~~?..~§. ... ~ .. f.~.~f.~.~ } N f 19 (! ~ T 11-? o............................... o ........... . late of ....... J.... .... ~T:!.~~ ..... ~.~~.~: ..... ! ... : ............. , Deceased KNOW ALL MEN BY THESE PRESENTS, That we, ...... D .. §.r:!..~.r..!J ....... l!1 ......... '?.o..P. .. C::.t:!!J::.~ .............. fl:.~.~ ........... f±~ .. '::..~~ .. ~ .. 1:.~ .......... ~ .. ':!..~.4.T'/ ........... C..Q .. ~ ... f...IJ: .. '0l..Y. .............................................................................................................................................................................................. .. all of Washington County, Pennsylvania, are held and firmly bound unto the Commonwealth of Pennsyl- vania, for the use of those interested in the estate, in the sum of.LQ..,.J?..~.!!?..~ ... ~.~ ................................ Dollars, to be paid to the said Commonwealth, to which payment, well and truly to be made, we do bind ourselves, jointly and severally, for and in the whole, our heirs, executors, administrators, successors an~igns, and each and every of them, firmly by these presents. Sealed with our seals and dated the .......... /.. ............... day of ([)(...T.a.f3.~~ ........................... A. D., one thousand nine hundred and ..... :~ .. t.?.i .. T..Y. ........... f.Y.!. .. ~.~ .. . THE CONDITION OF THIS OBLIGATION IS, That if the above bounden ..... U.!?.~~~ .. ~: ....... ~.~ ?9. .. E.~.(f; .................................................................................................................................................................................................................... . Administrator .... ~ .. £ ..... €~.?.!.1:TI:f. .... QP. ... $.fu.P. .... ~~~~.C or any of them, shall well and truly administer the estate according to law, this obligation shall be void as to those who shall so administer the estate; but delivered in the presence of: _#} ......... ~ .......... 1l'"4!!ZZ"""""""""""" (SEAL) ~-..~~,;;;::;::;:::: . ..(SEAL) If ~.~0.::' .. ~ .. ~ ...... ~ ....... : ...... '!.~ .. !.:Y.n..~~AL) a.v .................. 4 ............. ~~·' IJ.tTD .sy-1 -··'PA-ul·. ~tatrmrut nf ~urrty 1, ...................................................................... , ................................................................. , surety in the sum of $ ................... ,~ ....... o~. administration bond in the estate of.. .......................................................................................................... , say that I reside at .............................................................................. , Washington County, Pennsylvania; that I am the owner of real estate, the title to which is in my own name and duly recorded, situated in .......................................................................................... , Washington County, Pennsylvania, worth above all encumbrances.$ .................................... ; and that I am worth the amount expressed in said bond; over and above my just debts and liabilities. Street P.O. @!tattmrut nf §urrtg 1, ....................................................................................................................................... , surety in the sum of $ .............................. on the administration bond in the estate of ............................................................................................................ , say that I reside at .............................................................................. , Washington County, Pennsylvania; that I am the owner of real estate, the title to which is in my own name and duly recorded, situated in .............................................................................. ~ ........... , Washington County, Pennsylvania, worth above all encumbrances $ .................................... ; and that I am worth the amount expressed in said bond, over and above my just debts and liabilities. Street P.O. COMMONWEALTH OF PENNSYLVANIA, } SS· WASHINGTON COUNTY, . . And now .......................................... 19 ............. comes .................................................................................................................................. .. who being duly sworn, says that he is acquainted with the financial standing of the securities to the w·ithin bond; that the said obligors have each executed the said bond and that the sureties thereto are the owners of real estate in their own right of value more than the penal sum of said bond over and above all incum- brances and exemptions. Sworn and subscribed before me this ............................ .. day of ........................................................................ A.D. 19 .......... .. l -, l /~1 &3-G9-IJ~I No .. __ t. "· \ "',; I '• {o, t o , !-·· • ... : .... -~,;, r J.. \:"(' ,,· AllminiBtrutinn 1Snnll IN THE ESTATE OF Mli.TTHEVI GEORGE ZOFCHAK, aka MIKE ZOFCHAK, .R • , aka J.VlATTHEW ZOFCHAK, JR • , aka MATTHE1-l ZOFCHAK, aka MATHEW ZOFCHAK, JR., DECEASED. " 1 -.... . ~ : -O"l •••• :§ :;:, t..o ·~ .f.. ..... And now(!) C)C to~ 1·1.9.6..9--m~ -E -- ~-(I) ~ ;'-:""'· Bo~ ~cyyed ancl-l::ett s issued to .• omJ!: -m ' -1 ;p r-f.J1 ~ oDENNIS M. IZ!Jii'CHAK ~-..,.,~~ -o ... C'} =e > =r p_::a who :w-:rs~ulv eottalified. >~o v -. ~ ~ 'AI,,ooo11 1\Jr..,.,...;.,....,.., ....,..VI-_-----.... --.... • ""'"""'~ ..... .~,"'~egister Bond Book ~ Pag.e jg' t ~~~ -~-·~__..-~ __ b.._ If.,/. ,,,, I'll' IIIII \ / " 7 J -· .... , ~ ' ••ra ;MERICBN cnsunLTY COMPnNY OF READING, PENNSYL.VANIA EXECUTIVE OFFICES: CHICAGO, ILLINOIS A PENI'!SYLVANIA CORPORATION POWER OF ATTORNEY APPOINTING INDIVIDUAL ATTORNEY-IN-FACT Know All Men by these Presents, That AMERICAN CASUALTY COMPANY OF READING, PENNSYLVANIA, a corporation duly organized and existing under the laws of the Commonwealth of Pennsylvania, and having its principal office in the City of C~icago, and State of Illinois, does hereby make, constitute and appoint _M_I_L_F_O_R_D_C_HA_M_B_E_R_S_,_....:;I"'--N_D_I'-V_I~D_U_A_L_L_~ _______ · __ of~~W~A~S~H~I~N~G~T~O~Ni-P~E~N~N~S~~~L~V7.A~N~I~A~----~~~~--~--~~~~--~--~--~~~~~~~--~ its true and lawful Attorney-in-Fact with full power and authority hereby conferred to sign, seal and execute in its behalf bonds, under- takings and other obligatory instruments of similar nature as follows: WITHOUT LIMITATIONS and to bind AMERICAN CASI;JALTY COMPANY OF READING, PENNSYLVANIA thereby as fully and to the same extent as i.f such instru'ments were signed by the duly authorized officers of AMERICAN CASUALTY COMPANY OF READING, PENNSYLVANIA and all the acts of said Attorney, pursuant ~o the authority hereby given are hereby ratified and confirmed. This Power of Attorney is made and executed pursuant to and by authority of the following By-Law duly adopted by the Board of Directors of the Company: "Article VI-Execution of Obligations and Appointment of Attorney-in-Fact Section 2. Appointment of Attorney-in-fact. The President or a Vice President may, from time to time, appoint by written certificates attorneys-in-fact to act in behalf of the Company in the execution of policies of insurance, bonds, undertakings and Qther obligatory instruments of like nature. Such attorneys-in-fact, subject to the limitations set forth in their respective certificates of authority shall have full power to bind the Company by their signature and execution of any such instruments and to attach the seal of the Company thereto. The President or any Vice President or the Board of Directors may at any time revoke all power and authority previously given to any attorney-in-fact." This Power of Attorney is signed and sealed by facsimile under and by the authority of the following Resolution adopted by the Board of Directors of the Company at a meeting duly called and held on the 11th day of November, 1966: "Resolved, that the signature of the President or a Vice President and the seal of the Company may be affixed by facsimile on any power of attorney granted pursuant to Section 2 of Article VI of the By-Laws, and the signature of the Secretary or an Assistant Secretary and the seal of the Company may be affixed by facsimile to any certificate of any such power and any such power or cer- tificate bearing such facsimile signature and seal shall be valid and binding on the Company. Any such power so executed and sealed and certified by certificate so executed and sealed shall, with respect to any bond or undertaking to which it is attached, continue to be valid and binding on the Company." In Witness Whereof, AMERICAN CASUALTY COMPANY OF READING, PENNSYLVANIA has caused these presents to be signed by its Vi~e President and its corporate seal to be hereto affixed this 25.TH day ofSEPTEMBER . , 19~. AMERICAN CASUALTY COMPANY OF READING, PENNSYLVANIA County of Cook f ' . State of Illinois 1 ss ~ { ~ VicePresi4ent. On this 25TH day of SEPTEMBER , 19..§..2__, before me personally came H. G. RILEY, to me known, who, being by me duly sworn, did depose and say: that he resides in the Village of Glenview, State of Illinois; that he is a Vice President of AMERICAN CASUALTY COMPANY OF READING, PENNSYLVANIA, the corporation described in and which ex~cuted the above instrument that he knows the seal of said Corporation; that the seal affixed to the said instrument is such corporate seal; that it was so affixed pursuant to authority given by the Board of Directors of said corporation and that he signed his name thereto pursuant, to like authority, and acknowledges same to be the act and deed of said corporation. E. CERTIFICATE Notary Pl;jblic Expires August 4, 1970 I, C. C. SADLOWSKI , Assistant Secretary of AMERICAN CASUALTY COMPANY OF READING PENNSYLVANIA, do certify that the Power of Attorney herein above set forth is still in force, and further certify that Section 2 of Article VI of the By-Laws of the Company and the Resolution of the Board of Directors, set forth in said Power of Attorney are still in force. In testimony($}.~ave herl'!unto sub~ribed my name and affixed the seal of the said Company this ftd tlay of ----=-------"--=---"-------· 19~. Assistant Secretary. 8-23142-A :·cNA!insurance •• • ;a :~) .-: .Y ~3-~f'-I!C.f.·· i\ffi~uuit ®f fxrrutnr ®r i\~mintatrutnr oO/CJ ~tatr nf Jrttttayluauia. t aa: C!tnuuty nf Baaqiugtnu \ Personally before me, the undersigned authority, a ....... JlQ:t.ao, .... ,P.U.b.li.C ............................... in and for said County and State, appeared ...... P..~:P.D..~§ .... M.! ..... ~9..f..Q.b.9.k ...................................................................... who, being duly sworn according· to law, deposes and says that he is the~ administrator of the estate of .. Mat.thew ... Gaor.ge .... Zaf.chak ....... et.c .......................... deceased, that the foregoing schedules constitute a ' .'·; complete inventory and appraisement of the real and personal estate of ... Ma.tt.he:w: ... .Ge.or.ge .... Z.OfQh~k, etc. 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~ Administrator. . ,. worn an_ ·su_ scrz e e ore met zs........................ x~ . "'__d_ /L S ·d' . b 'b db f h' .,.:;.fc". ~ _,•/ day of, ..... Ma.r..c.h.: ... _~·; .................. ::f1~<4~ ........................................... ~#~~·i;~t~~t~~ ... ::: .... .. Mrs. ~a~:·~~Y!!f ................ r~·~:.......................... Dennis M.vzo chak canonsburg, Washington County, Pa. t 7 .r ADDITIONAL INSTRUCTIONS MYAGQITj!Qissiog~~~ires "·b· -4 f'l-. h' h . . 1. .n.JbrM'~itn:&15Y. must e 1 ed w1t m t ree months after appomtment of personal representative. 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. 3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-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 3Juueutnrg nub "pprnt.a.rmtnt of the goods and chattels, rights and credits which were of .. Ma.t.:th~.w .... G.e..Qr.g,e ..... ~Q.f..c.hak, ..... e..t.C .. late of ..... Qha.r.:t.i.~r.e .... !.Q}:{P..§b.i.P. ............................... . Washington County, Pa., taken and made in conformity with the above affidavit. Personalty: Cash on P.erson Househola goods and furnishings Proceeds of Policy of The Prudental Insurance Company of America No. 58-882-096 Total Personalty Realty: ~~11 those certain lots of groun~ situate in Chartiers Township, Washington County, Peunsylvania, being Lots Nos. 233 and 234 in the Hallam Addition to Meadowlands, being part of Purpart "B" described in the bill of partition and in order of sale at No. 1424 in Equity, said lots of ground being described and bounded in the deed hereafter recited. Having erected thereon a dwelling house. Being the same premises ,conveyed to Matthew Zofchak, Jr. and Susie Zofchak, his wife, by Andrew Cushman, widower, by deed dated November 9, 1925, of record in Deed Book 535 page 202 in the Recorder's Office of said County. The said Susie Zofchak diediMarch 5, 1969. · I 4All that certain piece of land situated in Deerfield Township, County of Warren, State of Pennsylvania, bounded and described as follows: Beginning at an iron stake on thE banks of the Allegh~ny River marking the south west corner of lot No. 10 and running in a northerly direction 100 feet to an iron stake marking the north west corner of lot No.lO thence in a westerly direction 50 feet to an iron stake; thence 100 feet in a southerly direction to an iron stake on the bank of the Allegheny River; thence in an easterly direction 50 feet along the bank of the river to the place of beginning: Constituting a rec~lar lot 50 by 100 feet and being known as lot No. 9 west. Subject to the reservation of a five foot walkway and all Continued to page two DOLLARS CENTS 70 150 00 1210 77 130Jl. 147 9000 00 e ~ 1'1 r l. \ . " "~< ~ .& & ........ .. f * .1 '\ Inventory and Appraisement IN THE EST ATE OF ~.~~.~.~.~ .... Q~.2r..g.~ ..... ?..2f..~.~~.~.l ...... ~.~£~ ... Filed .................................................. ; ............... , I 9 ......... .. =-< :;,-, ::rJ lo.· Pl -~~ ~ ;:_; ::!: (f; J) :<:: ---; . -:-; ~) fT· ·- -f;::;::: - 2 ~~l --~ -<:_._ -i"1 ~· ..... ,.. g ~ ;:--: ~ r-z -o r-<"..::> l>(f) ... ---..; ""' =:!: ;::Do = -'-...) LO •J ::::!: 1-..._, U-.1 c:n t)-~ , • I ~-. \ . .........,...~ ... .... 9 t. (\ \. ~ pcv~-~\.~ V~. I . ' . _... \ i ./ -.J oil, gas and mineral rights and subject also to the building and use restrictions mentioned and contained in a certain deed from Kenneth 0. Teeple, et al to Matthew Zofchak, et al. dated July 5, 1947 and of record in Deed Book 235 page 27 in the Recorders Office of Warren County, Pennsylvania, to which reference is made for source of title. Total Realty Total Personalty and Realty -2- .. ,. '"" 1000 00 10000 00 11361 47 .. . ... FIRST AND FINAL ACCOUNT OF DENNIS M. ZOFCHAK, ADMINISTRATOR ESTATE OF MATTHEW GEORGE ZOFCHAK, a/k/a MIKE ZOFCHAK, JR., a/k/a MATTHEW ZOFCHAK, JR., a/k/a MATTHEW ZOFCHAK, a/k/a MATHEW ZOFCHAK, JR. No. &J-k 9-/)& / The Accountant charges himself as follows: To Inventory and Appraisement Social Security payment South Slavonic Catholic Union of America, burial benefit Total The Accountant claims credits as follows: Russell Mar:ino.,., Register Russell Marino;-, Register Russell Marino;, Register The Daily Notes Washington County Reports Yoney's Funeral Home Mitzie Chambers Rev. Kubacky s. Whites Sons Cath. Cem. Assn. ·H.W. Hadlock, M.D. H. Barnickel Store Mfg. L. & H. Co. Bell Telephone Co. Citizens Water Co. West Penn Power Co. Letters Testamentary 1 Short Certificate Filing lnventory Advertising Letters Advertising Letters Services Adminstrators Bond Services Marker 9rave si_• and interment Services Open Account Utilities services Utilities services Utilities services Utilities services . . March, 1972 $11, 3611.47 255.00 150.00 $11,766.47 19.00 1.00 4.00 12.50 14.00 1,072.00 200.00 27.00 242.ao 245.00 5.00 121.32 6.39 18.32 10.80 16.39 I -.. I . ..,• 'l \.\ 4 Postmaster s. Slav. Cath. Union G.D.C. Finance, etc. Co. Recorder of Deeds Anna Howcroft,-Tax Coll. Anna Howcroft, Tax Coll. Anna Howcroft, Tax Coll. Anna Howcroft, Tax Coll. Malcolm Morgan, Treasurer Recorder of Deeds Dora Dygan, Tax Coll. Russell Marino, Register Zeman·and Zeman Dennis M. Zofchak Total Debits Total Credits Balance .... -I ~.-\. Postage Remtc. Trustee funds Release judgment Release mortgage 1969 Road Tax 1969 School Tax 1969 Light Tax 1969 Hydrant Tax 1969 County Tax Realty Transfer Stamps 1969 Taxes Warren Co. Filing Account Attorneys Fees Administrator Commission $11,766.47 3,584.02 $ 8,1$2.42 ' -2- Total 6.00 103.40 16.00 7.50 11.34 79.38 3.75 .68 26.73 90.00 72.27 16.00 568.04 ?68.0{t $ 3584.05 ~ STATE OF PENNSYLVANIA, WASHINGTON COUNTY, ., The wif'hin named Accountant being duly sworn according to law, deposeS and sa)S that the above account as stated is true and correct as ________________ _he _____________________ verily bel ieve.f. Sworn and subscribed before me this ..... d.£~. · day of .March_--------·-,,:-:---------·-;z;r·--19 __ 7;< ____ __ ~:;7f!;t":t;~.~-~-:;:~ .canonsburg, Washington County, Pa. ~ Com~'Tiission Expires ._ Jlln!l 26,_ 1975 Wa1shington County, ss: • u ""' ~ 0 ~ ...., l:l ::l -~z~~~---- Administrator I do certify that I have given legal notice ·to all persons concerned of the filing of the within account in the manner prescribed by Statute and Rule of Court, as evidenced by proofs the,eof Hied to No __ &,3 -::.7~~J£q _ __ ~ W1tness my hand and oH1c1al ·seal this ___ {_ _____________________ _ day af___ ___ ~: ___________________ --------------__ ___ l 9 _7 (6, Register of Wills ...., • ... ::l 0 0 -;::; ro ...., 0 l:l ~! ~ 0 0 0 ~ (]) 0 ..<:l ""' ...., 0 ::l 0 0 0 l ::q 0. 1%.4 0. -........! r:.. ~ 0 ~! ~ r:d ~ E-< d ~ ~ E-< ~ rn ~ ~ ~ :si -d I; ~ <1). ~! ,Cfl "'l ~ C1S ~ cD. u 'Gl. 0 '9 z _,. .i ~.-t ..... .;. ~ ~ u: 4-i k 0. 0. NJ +): C\1. oi M: ~\ .j.): Ul! ch. .,..r: ·r-1 d ~ .,..r: Si (J)i "0: 01 <I 7 ------.-------~--------- , ..... \ ' .... ~ ... ~ ... .2 0 ... 0 z :» ~ Q) ~ ... ~ 0 N ...., ...., t ~ Q z < z ~ ~ 00 t::>.o ---..> ~ ~ I ~ -.......:... ~ ~ Q .... .. -"::> < ' '· .,, ·-. , ~ I'"""\\·~ .. .... ~ : j'< ~ 4' : ~ ... <'··~-' l t ~ .. J .~· -~ ... • J '-~ ~· .. ... . " to determine THE DAILY NOTES CANONSBURG, PA. PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784, Sec. 3, paragraph (3) and (25). State of Pennsylvania } County of Washington ss. Personally appeared before me, a Notary Public in and for said county and state, _______________ J;l.QQ __ ~_.r_t ____ H_9:.l)., _________________________ , who being duly sworn, deposes' and says: that _____________ h_~----------is thJ-3_"\d_§_;j,D_§_§._~---:wrgtli~ Notes Publishing & Printing Co., a Penn- sylvania corporation, and its agent in this behalf: that the said company is the pub- lisher of The Daily Notes, published daily except Saturday and Sunday, having its place of business at Canonsburg, Washington County, Pennsylvania; that the said Daily Notes was es:tablished August 1, 1875; that the printed nOitice or adve:rltisement, attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said newspaper in its regular issues on the following dates: November 6 November 13 November 20 1969 -------------------------------------------'---------------------------------------------·L·------------------------------------------·'-------------------·---·--.. ·-· --------------------------------------------------------------------------------------------------------------------------·································· ... that the affiant or the-corporcation in behalf of which _______ h_~----------is acting is not inter-. - ested in the ·subject matter of said notice or advertising and that all of the allegations of this affidavi: as to the~~~~-:-~~:_: __ ::~ __ ::::::_~-~---:~-~~~ Sworn to and subscribed before me this Business Jvlana_ger ______ l~8_t_h ____ day o~fp -9"-~~~-r---~---::=:--19Q.2_ -----------.L.'::;;0~~---------A EY J. If.. NE, Notary Public Notary Public Was ington County, l'a. My Commission Ex,.i,·e~ Marcb 30, 1970 LEGAL NOTICES ADMINISTRATOR'S NOTICE Estate of i\iatthew Georg-e :6ofchak, , ,a/k/a l\Iike Zofchak, Jr., a jl<fa I ·:-.l:a.ttht>\\" Zofchal<, .Jr., a/1</a :\\at- thew Zofchak, a/k/a Matlw\\' Zof- chal<: Jr. deceased htte of ~lf.eadow-~ lands, Chartiers Twp. \\~ashington ~ County, Penna. 1 Ll'iTT'ERS of Administration up- on the abo\'e estate having been~· . ~ranted to ~he un(lersigne~, notice 1s he-re,by g-1ven to those nHlelJted there,to to 1nnke in11nediate ]Jay- nlent, and to those having· -el:lirns I or demands to present thPm for settlement. Dennis 1\f. Zofchak j 225 McClay Hoacl r \Va.~hing·ton, Pa. 1 ~301 Zen1an a:nd Zen1an, Attorneys • Zen1an La\\~ Bldg. Ca·nonsburg, Fa. 15317 J ::\"ov. 6, 13, 20, 1969 Washington County Reports· . Washington# Pennsylvania (PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION) PROOF OF PUBLICATION In compliance with the Newspaper Advertising Act of May 16, 1929, P. L. 1784 Sec. 3, paragraphs (3) and (25). CouNTY oF WASHINGTON} SS. STATE OF PENNSYLVANIA Personally appeared before me, a Notary Public in and for said County and Commonwealth, CHARLES C. KELLER, who, being duly sworn, deposes and says: that he is the Editor of the WASHINGTON COUNTY REPORTS, the officiaJl legal periodical for said Washington County, published weekly hav·ing its place of business at Washington, Washington County, Pennsylvania, and is acting as its agent in this behalf; that the said WASHINGTON COUNTY REPORTS was established on March 31, 1920, and was designated as the official legal publication for Washington County, Pennsylvania, by order of the several courts of said County, dated November 11, 1920; that the printed notice or advertisement attached hereto is a copy of a notice or advertisement, exactly as printed or published, which appeared in the said legal periodical in its regular issues on the following dates: ......... No:v.emhe.r. .... l3., .... 20., .... 2.7..,. .... 1.969 ....... . that the affiant or the corporation in behalf of which he is acting is not interested in the subject matter of said notice or advertising and that all of the ~·=~of tbh """''"'' .. to th• timW 'fft.P ~:1. ........................ : .......... ~ .................................................. . Sworn to and subscribed before me thi ... ?.?..~.~ ....... day of ....... ~~.Y.~~!?.~.~ .................. , 19 ..... 9..~.9! .. . ........... ~r. .. fl.~ ... ltu..~~ Notary Public KATHEP.If{C: C. NICI!XAS, Notary Public Washiii~ton, Waz!,:ngton Co., Pa. My Commission Expires November 1, 1973 ·Editor Estate Notices The Register of Wms has granted letters, testamentary or of administration, in the following estates. Notice is hereby given to all persons indebted thereto to make payment without delay and to those having claims or demands to present them for settlement to the Executors or Administrators or their Attorneys. • • • • • • • • • • • • • • • • • ZOFCHAK, MATTHEW GEORGE a/k/a MIKE ZOFCHAK, JR., a/k/a· MA'['THEW ZOFCHAK, JR., a/k/a MATTHEW ZOFCHAK, a/k/a MAT-HEW ZOFCHAK, JR., Dec'd. . .. Late of Meadowlands, Chartiers Twp Washington .county, Penna. · :: Administ:rrator: Dennis M. Zofchak, 225 McClay Rd., Washington Penna 15301 • " . Attorneys: Zeman & Zeman, Zeman Law Bldg., Canonsburg, Pa. 15317 · .. • . • ' ~--!....'' ~72 JUI~ 27 P/1 3 34 RUS. 110 REGI~ · !:LLS \:'.'AS H I : ··· .-,) .• P A . . . ~~··_"7 ... ·~~-~ /, '• ... ~ ~tt tqr Q1nurt nf O!nmmnu JUran nf llanqiugtnu Q1nuuty ®rpqaun ~ atnurt ilinininu In the m111tter of the Audit of Account in Estate of MATTHEW GEORGE ZOFCHAK, No._~6L..J--=Cfl~·-:.::::.:Tl7,6::..=1:_. _____ _ etc. , Deceased TO THE AUDITING JUDGE: Enter __ __t.,OLll,A..lr&..:-----·appearance for Dennis ·M. Zofchak, Administrator \. N. B.-Counsel shall, by separa:te paper, present a concise statement of each claim, with supporting calculation of any interest claimed. Objections to an account as filed, shall be concisely stated in a· se.parate paper. Council suggesting proper distribution shall file a separate concise state- ment in that regard. j ~<{: fi ;' I ..,..,..,. ~.~. "c,., ~ -~ £,.,. :...,._,/"' ..,J.., '7?. JUJi ? 7 P:'! 1 ?5 .• -J F?u~,.s·.:':1. i''nrrro~ "r.:G /'.::: ,. r: ;. rl c uti·L L c I<·-• ·~ ._.,, '., I ~t v rt4Sf1JN/~ro,v CO., PA. No. 63-69-1161 In re Audit of Account in Esta~te of MATTHEW GEORGE ZOFCHAK, etc., deceased AUDIT Jrarripr fnr !\ppraraurr FOR DENNIS M. ZOFCHAK. Administr-ator ZEMAN_ AND _ZEMAN Attorney S ~2 ·-------~ ~-------~--~-----~---.. --------------------···-~-~---~-----~-~--~---- (Form where decedent died intestate) )u t4r ®rp4ans' Q!nurt nf llas4tngtnu Q!nunty ESTATE OF MATTHEW GEORGE ZOFCHAK, a/k/a MIKE ZOFCHAK, JR., a/k/a MATTHEW ZOFCHAK, JR., a/k/a MATTHEW ZOFCHAK, a/k/a No. 63-69-1161 ~- In the audit of the first and final Account of Dennis M. Zofchak, Administrator .,. MATHEW ZOFCHAK, JR. State (I) whether de- cedent was married or unmarried;. (2) if mar- ried, whether a husband or wife survived and his or her· natne; (3) whether or not there was any marriage settle- ment; ( 4) whether or not family reiation was maintained until deced- ent's death; and (5) whether the decedent left children or issue of deceased children. Deceased ,. · The petition oL .......... ,.D.ennis ... .M .•.... .Z.o£chak, .... A4minist.rat.or. .............. ,.:.: ... _ (Name of Petitioner) respectfully rep res e~ ts : .... --.--····----! .. ; ............. ? ............. : .......... : ............................................................................... .. (a) The 'delcedent died ............ M.ay ... 22,"' .. 19.69, ..................... : ............. , intestate and· (Date) ' . letters of administration on ..... ~his ....... estate were granted .. Oc.tob.er'. .. lS., ..... l-969 .-• , (Da~) . . • • ; • -~ ~ • • ''I as per record thereof appearing in Adrtin~stration and Bo~d ~ook Na ...... 6.J ... : ... :· .- at page ... l86 .... · ...... : ............................ : ...... . Decedent was survived by his four sons, namely: Donald Zofchak, Peter W. Zofchak, George M. Zofchak and Dennis M. Zofchak, as his sole heirs-at-law. Decedent's wife predeceased hitp. Decedent had no deceased children. .- / (b) At the time of death, the decedent's domicile was = the Com- P~nnsylvania~-u:-s. ~· monwealth of Pennsylvania, to-wit, at.Chart.J..ers .... TQW.D.Shl..P., .... W.ashlJlgton CountJ (Town or Township, State and Nat ion) and residence was at... ...... th.e ... .ab.Qv.:.e .... ment.ione.d .... T.ownshiP. .................................... .. ~' -... .. '1 {Town or Township, State and Nation) {c) The nal!leS· of all' persons having any interest as heirs or next of kin . ' with the hames o~ their ~eceas.ed parents, to show relationship if they take 'by representation are as follows: NAMES Relationship Interest Of age, sui- juris, or not, (write yes or no). Name of Guardian, Trustee or Committee, if any, or beneficiary, man~er and place of record of appointment and is bound suffi- cient to cover and protect share. Donald Zofchak Son ~ Yes None Peter W. George M. Dennis M. State exceptions, if any, giving names and dates of death and the names of their executors or administrators, or the names of their issue as the same may be mater- ial. Describe type of notice. ' Zofchak Son i Yes None Zofchak Son ~ Yes None - Zofchak Son t Yes None ., : ' ) -.. All of said parties in interest are living,~ (d) All parties having any interest have had ....................... notice of the filing of the account by written notice mailed March 30, 1972. Insert word "not" where necessary. If taxable state wheth- er tax has been paid. 1f too many for the space, annex. a list there- of; if no such claims, insert the word "norie." If any creditor or other claimant has not re- ceived actual notice, that fact must be stated. Indicate such claims as may be secured or en- titled to a preference, and give detailed infor- mation concerning such security or preference. Here insert a reference to all questions requir- ing adjudication, and a statement of any mater- ial facts not already given. If none insert the word 4'none.'' If any share has been assigned or attached that fact should also be stated here. State kind, form and character of property composing the balance for distribution, and if any part thereof is not cash, whether or not there has been any elec- tion to take such part in kind. (e) Balance for distribution per Account $ .. 8.,.182 ... 42 (f) Additional debits, not shown by Account (Itemize) $ ............. :::?.::: ...... . (g) Additional credits, not shown by Account (Itemize) $ ......... :-0-····n••············ $--~-'-J-~?..!.4.?. not (h) Claim for exemption ha( been made, and has .......... not ... been paid. and is . not applicable . . . (1) The estate lS .................. subJect to the payment of mhentance tax to the State of Pennsylvania. · (j) The estate is ...... not ........... subject to the payment of the county 4 mills tax. (k) The estate is ......... no.t ....... subject to the payment of Federal inheritance tax. (I) All creditors (and other persons who have complied with Rule II, Sec. 9), of whose claims the accountanL ...... h~-~----------notice or knowledge, have ........................ received actual notice of this audit; the amounts of their claims and whether or not t~ey are admitted to be correct are as follows: . ·~ The only unpaid creditor is Commonwealth of Pennsylvania for Inheritance.Tax. Appraisal of gross taxable estate of $12,603.04 is admitted. Tax rate is six per cent and interest has accrued from August 22, 1970. (m) Decedent had record legal title to 1/3 interest in real estate in Warren County~ Pennsylvania and equitable title to remaining 2/3 interest. uecedent had agreed to convey 4/5 interest to his sons in consideration of improvements they made. Possession of decedent and sons was joint. Sons acquired legal title to remaining 2/3 interest subsequent to decedent's death. Sons have elected to take decedent's interest in kind. (n) The balance for distribution consists of property in' :kind,· form and character, as follows: (1) All of decedent's right, title and interest in the real estate situate in Warren County, Pennsylvania, more parti- cularly described in Inventory to be distributed i~ kind to heirs named in paragraph (c) above as tenants in common. Said heirs have executed an "Election to Take in Kind" said real estate, which is being filed with this Petition. Value of decedent's interest: $1,000.00. (2) Cash,subject to amount-due on Inheritance Tax and any additional court costs; to be distributed equally to heirs named in paragraph (c) above • . . Are there any advance- ments by decedent to be considered on distribu- tion and has any distri- bution on account been made by accountant to any distributtee? If prior accounts have heen filed, list number and term. (p) None. (q) Give brief location of any real estate sold. Lots 233 and 234 in Hallam Addition to Meadowlands, situate in Chartiers Township, Washington County, Pennsylvania. (r) None. -· ; i .. •I ,6..:: I-' [ ' J .::; Wherefore your petitioner asks that distribution of principal and income be awarded"to the persons thereunto entitled and suggests that the balance of principal and income ~hould be awarded respectively as follows (shares being stated in ptoportions but not in amounts) :-.r-. :- Donald Zofchak f Peter W. Zofchak - George M. Zof·chak t Dennis M. Zofchak ~ After the payment of Inheritance Tax and any additional Court costs. Above distributees have elected to take in kind as tenants in conunon decedent's interest in Real Estate situate in Warren County, Pennsylvania,, valued at $1,000. 00. Their executed Election is being filed with this Petition. County of Washington, ss. And your petitioner will, etc., The above named petitioner being duly sworn doth depose and say that the facts set forth in the foregoing petition are true to the best of h .. as .............. knowledge and belief. Sworn. .to. and subscribed before me this ' ' /& -et 'day of....~'·:: .... May ....................... , 19 .... 7.2 .... . (Signature f titioner) Dennis M. Zo chak, Administrator ~~;:{~ Canonsburg, Washington County, Pa . ........... " ..... -................... My .. C.QmffiiJH~i.Q.IJ . .J;!!P.if!!!L ............................. : ......... . June 26, 1975 :' FORM IN CASES OF INTESTACY 63-69-1161 No ..................... , ................................ ~ IN THE ORPHANS' COURT WASHINGTON COUNTY, PA. Es-tate of .MATTHEinL.G.EORGE ... Z.OF.CHAK.,. .. ' a/k/ a MIKE. ZOFCHAK, JIP.e~ea~fk/ a MATTHEW . MR'fi~KzojHiiAKa/~~~ MATTHEW zoFCHAK,: ~/k/a ~--· ................ ~ .......... : .............. : ... : .. : ........ ~ .......... ·. Sur account of DENNIS M. ZOFCHAK, Administrator . PETITION SUR AUDIT In Conformity with Court Rule III, Sec. 5 (B) COUNSEL FOR THE ACCOUNTANT WILL SUBMIT HEREWITH 1. The letters of administration. 2. A copy of the inventory and appraisement. 3. Proof of advertisement of the grant of letters, if not filed with accountant. 4. An appearance for those represented. 5. lnher'itance tax receipts, if any. 6. Certificate of liens in case any of the funds for distribution are derived from the sale of real estate. 7. Copy of Federal Estate tax return, if estate is subject thereto_. 8. Signed elections to take in kind, if any . ............. ZEMAN ... AND ... ZEMAN ........................... .. Attorney s for Accountant. ..... 9 • • ·-f"' • ' ,!l: ~ -~ l~·-!. ~ :-.. ./ ·r r-· . ,~ll !'t~! 77 -.ul,; •. '· . pH 3 -,r .):) R.U3~--r?:L~-~: ·· .. ~~.t.r·t() ;1 EGIS· T tJ. l) I: VII L L s WP.SHH·~: .. TON CO .• PA. "· ........... · •'. .. . Estate of MATTHEW GEORGE ) ZOFCHAK, a/k/ a MIKE ZOFCHAK, . ) JR., a/k/a MATTHEW ZOFCHAK,JR..J a/kla MATTHEW ZOFCHAK, a/k/a J ·1 MATH'E\tl;: ZOFCHAK, JR., Deceased ) No· 63-69-li61 NOTICE OF FILING ACCOUNT AND AUDIT .... To the heirs, creditors and other persons interested in said estate: Please take notice that the first and final account of Dennis M. Zofchak, Administrator of the above estate was filed in the Office of the Register of Wills of Washington County, Pennsylvania, on March 29, 1972 , and is. docketed to the ·above number and term. Said account will be audited by the Orphans' CoUrt Division of the. Court of Common Pleas of Washington County, Pennsylvania during the week beginni~g the third Monday of May 19..1.£ at 10:00 o'clock A.M. in its Court Room on the third ·floor of the Court House, Washington, Pennsylvania, where and when you may appear if you so desire. submitted, Dated: March 30, 1972 , . --- .::t-..,.., (.!) ~ C) _j c... ('V) __ J ,. ' :::-.: 0 ;c. c . .::. I:.L :L. ·:::> :::.:: .~-! 0 ~-} ~-· r--·--' LU ,, ! "'"-' ' .J.J ~~ z ~ .... __, ::!C. ;..n lf) = C./) -::> :;:::) 0 (/) 0:: LJ.j 4; "-l ·-:;.: t~J, ___ r-... ' .---------~.-.------------------------------------- / ~ . --~-··----_,~------~--~~----~~----~~----------------------------~--i-----.~· IN THE COURT. OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA -., '4 .~ ·.. ~ . . . ORPHANS' COURT DIVISION . . IN'RE: . ( ) Estate of ' ( f· MATTHEW GEORGE ZOFCHAK, a/k/a ( MIKE ZOF~HAK, a/k/a ) , MATTHEW ZOFCHAK, .. JR. , ajkja ( No. 1161 of 1969' ot MATTHEW ZOFCHAK, a/k/a ) ~ MATHEW ZOFCHAK,,Jr., ( ~ > . ' . -• ~ ~ ,, ) ~-Deceased. . , ( Ill 11. i 0 I-C) z i Ul <t 3: ..=BEFORE: 0 it: l-UI 0 . ..1 . <t 0 g APPEARANCES: .., . . :t 1:: N ui· 0:: Ill 1-·. a:: . 0 ~ .TIM.E: -a::· 1-. a:: ::l 0 0 ''..I ~ THE COU.hT: iL 1&. 0 HEARING ON AUDIT The Honorable P. VINCENT MARIN:O, Judge of the said Court. ' ~EMAN & ZEMAN, Esqs., ,of Canonsburg, Pa., representing the Accountant.. Thursday, May 18, 1972, at 10:00 A. M., EDST Number lf61 of 1969, Dtheeestate of Matthew George .. Zofchak, deceased. The Administrator is Dennis· M. Zofchak and the attorneys are Zeman_ & Zeman. Mr. hobert Zeman? Mh. 4i~MAN:· _If the :Court please, we have here the Audit Petition, our appearance and notice of filing th-e account and copy of the Inventory and an election of the heirs to take certain real estate situate in the County of warren of this Commonwealth in kind. r, '~ .. e ~ z <1: > .J )o (II z z Ill II. i 0 1-" z i: Ul o( \# 3: ~ t) iii 1-·' Ill Q e .J <1: Q c :J ., :z: ~ N ui a: Ill 1-a: 0 II. Ill a: 1-0: ;::) 0 0 .J o( u iL 1&. 0 e AH known debts have been paid except the Inheritance Tax due the Commonwealth of Pennsylvania. And an appraisal of the gross tax:: ble estate has bee~ received. The amount is admitted. And the only other obligation that we know of woL,ld be suc:h additional Court cos s that may accrue. The only question requiring an adjui:ii~t~·oo. or at least:consideration of the Court involves a title to the real estate 2 in Warren Counfy. I would like to make a very short statement reg:: rding that, if Your Honor please. '. . A number ofyears ago the decedent, together with twp other pereons, purchased a lot on the Allegheny hiver'in Warren County. The decedent thereafter bought out the in~eres t of the othe tenants in c_ommon, but never obtai ned a deed. He had a little informal receipts. The decedent thereaft~r.had his four sons, wlo. are the sole heirs, his sole he(rs at law, go on to the property with the · him and into possession of!Premise~, and the sons,· who are expert in the building-trade, erected certain improvements, a hunting lodge on the p:!t:~lli51s~s. And in con side ration of their work and the constructi~n which they effected, the decedent agreed to give them each an undivided one fourth interest in the property. But again, the deced~nt negl~ctEd to have a deed made. So that when he died he died seize_d of an equitable interest in two thirds of the premises ·. the legal title to one third, subject to the irtteres t of the sons. The sons, rather· than go through the action for specific performance and all of the attendant problems and expense involved, contacted ~-------..----------------------~~~~~---- " 3 ' --~~----~~------------------------------------------------------------------~------1 I I '""· 'e ) !!: z c( > ..I >-Q) z ,Z Ill IL i 0 ... ~ z l: Q) ~ ~ « ... Q) 0 ..I c( Q 0 :l "'I :t 1:; N ui a: ~ a: 0 ~· the other owners and secured a deed from the one living owner for the on~ third interest, and a deed from the heirs of the other decea ~ed . 'tenant in common for the other third. So that. at the present time · the 'title stands, the legal title is in the fqur sons to two thirds and the leg~l title to the remaining third is in the decedent. hathe than, as I say, go through the matterof specific performance~ sine~ the fiduciary would be one of the parties -claimant, it was our thought that the purpose of the law and that the title \eould be clear ~d . through the simple devise of an election. So the sons, the sole heirs of the decedent. have elected to take all the right, title and interest of the decedent in kind. The entire· matter has been ·explained. The only problem involves, of course,. Inheritance Tax·. And that matter has been explained ful~y in the return for Inheritance Tax filed with the Department of hevenue. ':fhe "r;>.epartment, with -that knowledge, has approved the appraisal. We therefore would as a: .... ' a: that the Court acc'ept the election to take· in kind as a very· practical· :l -0 0 ..I c( u ii: II. 0 and realistic solution to the title problem and as a matter of clearir g the matter up. THE COUhT: The election to take in kind would be at the appraise~ value, would it? Mh.·ZEMAN:· , Yes, Your Honor, $1,000.00. THE COUhT: And has the appraised value been acknowledged by the Inheritance Tax people? Mh. ZEiviA N: I take it that this is the thrust :Of their approval of I 4 the ·appraisal, yes, because the .appraised value was set forth; tge appraised value of $1, 000 of the decedent's interest was set forth o 1 ··the return.· THE COUBT: So that they would be ~ak.ing the decedent's interest "' e in kind and how would that be effectuated on the record? Mh. ZEMAN: Well, it is my understanding that the adjudication of ~ z <( > this Court and the Decree of Distribution would' then be filed in .J .· >-Ill z .. z Ill the Clerk of the Orphans' Court il]. Warren C6unty·and then an II, i 0 1-exemplification filed in the heco~der 's Office of that county; and ~ z x Ill <( this, the Schedule of Distribution, the Decree of this Court, togethEr ;:: ..: u with the deeds which the heirs have, would show the entire legal ' ·~ l Ill a .· title vested in them. e .J <( § a THE COUhT: Are there any other matters to call to the attention :I ., X ~ ·w of the Court? ui a: Ill 1-MR. ZEMAN: 'There are none, Your Honor, that I know of. a:· 0 L Ill a: THE COURT: And no outstanding claims_? 1-a: :I 0 u Mli, ZEMAN: The only outstanding claimsiS.tthat for Inheritance Tax. .J <( 0 ii: And we would assume that any distribution would be subject to the ... 0 ·, . payment of the Inheritance Tax. e THE COURT: Is there. anyone else in Court interested in this decedent's. estate?. ( NO· hESPONSE) THE COUh'I: The audit ~f this' .1.{:ourt is ordered closed by the Court. ( AUDIT CLOSED ) ... e e '· thereby .certify .that the proceedtnqs and evidence ~· are contained fuUy and accurately ln the notes taken by me on the heartn<;J · z < ··> ' . ~ of the above cause, and that lhts copy is a correct transcript of the same. Ul z z Ill II. i 0 1-C) z x (Q < 3: ..,: u 0: 1-Ul Ci -I < § C) ;:) ., :z: t.:: C\1 ui « Ill 1-0: 0 a. Ill 0: 1-0: ;:) 0 u -I < 0 ii: ... 0 The foregoing-record of the proceeding-s upon the hearing of the above cause is hereby approved and directed to be filed. ,, ' ·' ~· .... ' t :r ,, _ 1;1 ' I ....... I . ~ .. ·, ~ f -' ' . ~ ·~- l .. .. ; ~ .. , . . ..., .. -~ .,.. ' ., ... . ·' ,, '· ,,··, ~u t4:e <ttnurt nf <ttnmmnu Pl:eas nf Btts4iugtnu <ttnuuty, J:euusylnnuitt, ®rp4nns' <trnurt linisinu ESTATE OF No. __ .u.6~3-~6~9jL!!-!..,i,l.l6JOJ...lo~.-------- In the matter ofthe First 1n~d FiRfil.l MattheWGeorge Zofcbek, a/k/e Mlke Zofchak· a/k/a-·Mattl:iew Zor· h -.k. ·· .T · · ·-· Zr:! --u ttt=: · ·. c a , .... r. , a, •1 a ~a H@W Account of_--J..l'DeC.JnL.LJnu..i.~..~po:.-:"".;x_; -"M ..... ~Z.u.o...,f...~oc..,b"'e~k......__ Zofchak a/k/a Mathew Zofchak, Jr. deeeel!leEl, Administrator ADJUDICATION AND DECREE And now June -.:{ 7 , 19.12_, this matter came on for hearing, audit and distribution at this session and testimony talten; and thereupon, upon due consideration thereof of the balance for distribution in the hands of the Accountant is determined to be $ · 8 182 .1..~.2 and the account is accordingly confirmed; and it is ordered, adjudgeJ and decreed that the said balance be paid out by the Accountant in accordance with the schedule of disribution hereto attached and made part hereof, unless exceptions hereto be filed sec. reg. or an appeal be taken herefrom sec. leg. . . • # .\'• ... r SCHEDULE OF DISTRIBUT.ION Balance per account ________________ _ J ··, Balance _________________ ___. __ _ Deduct Clerk's Costs .&.Receipts . ....,.,__,, . .,.,.._.,.----------- Attorney ___ __..Z......,e.._.m...,a.._.n....__,&""--'Z"""e"'-'m....,a ..... n...__ _________ _ '·-,. . Russell Maril'it;), Clerk O~C. 1 cos"ts in e·ert,tfying real estate to Recorder·or·warrenr County Pennsyl· vania and costs recording same, Ru~sell M~rino~ Ag~nt, trart§f~~ t~x~-~~tate liability and joint accoiin't~-' .. . . .... -" .. --.. Interest from 8~22-70 to 7-7-72 inheritance bank .- $~38~89 60,63 ' '· i, Dohald Zofch~k, son; 1/~ balance, includih~ cash and an undi vlded -1/1-t interest in decedents in-- terest· in real e.s·tate as hereinbelow desc:riibed, held in kind and distributed as such at the a.p- p.ra1.sed value 1 P~te~·w. Zofchik~ ~bh, 1/4 bal~ri6~, inclfiding . ca,s\1 and an undivided 1/4 inter~st· ln· decedents interest iri'real estate as hereinbelow described, held in kind and distributed as such at the ap- prai~ed ~al~e ,, ,,, , Dennis M. Zofchak, son,-1/4 balance, including cash and an tindivided 1/4 interest· in'dec~dent~ · interest in r~~l e~tate· ~s hereinbelow: described, held 1n kind·.-~nd d,istributed as such at t:·Je ap~ pra.ised valqe, ., _ , · ·- 11~.oo 1886.35 l886.35 1886.35 .... ;,_ -..... -· '. ,, r t I .. \"· ... · George M. Zofchak, son, 1/4 balance, including cash and an undivided 1/4 interest :in dec€ dents ihte~est iri re!!!l estate as hereinbel:otf desc~Ib~d, held in kirid ad distributed as such ~t·the ~P~ 9rai sed value 1 · ·' · · · .. REAL ESTMI'E-~·.rro BE. CERTIFIED TO T:f\E RECORDER OF WARR BY THE CLERK OF THE o·RPHANS' COURT DPTISION OF ' . . . "' ' ~ . "'· 1886.3 No balance COUNTY, PENNSYLVANIA SHDTGTO COUNTY I Matthew George Zofchak a/k/e Mike"'Zo.fchak· a/k/e Ma.tthe ZOfcha Jr. a/k/a Matthet..r zo:r·cnak ·a/1!/a··Matliew··zo:rcb:ak;· Jr~, ·grantor by fntestac to .Donald .• Zcifehak, .. grarite·e b•f'intestacy· of~ an: "'undivided '1/4' interest;. to Peter w •. Zofchak, grantee by intestacy or an undivided 1/.4 ihter·est; to eOrge M Zo.fchak; grantee by itites tacy pf an. undivided I/4 interest; to. ennis. M Zofchak, ,. grantee 'by· intestacy' of· ail. undivided 1/4 ·:interest·; eac uridivl ed'1nterest in ana 'to all' ·the right; ·ti.tle· and interest of the, dec ased gr tor in parcel of improved p$.rcel described as, . VIZ:. ·• -) . . A.ll that cer~ain piece of land situated in D erf'ield Township, -·-~ ·i·' J -• "' • . .. • . -· ' ..• .J---r-·••. .. ·: ~ ·., : . • •. . .County of Warren, State of Pennsylvania, bounded ibed as follows: ~\-··t ·~·'-.•·---.... --~·-· ~--·-····.•--'• .•.• ••+ - Beginning at an iron.stake on the banks~or the Al egheny iver marking -• ~ "" . • ~ • ! ;t the south west cor11.er -~t lo~_No •. 10 ~nd ·rtmnin,g i. a nort dl~ection 100 feet to an iron stake marking th_e north west Lot No. 10; ... ~ -~ ',-. •• • • • • ................ , .............. v ·~ ·-··-·-·~.:.. '.,, •• ""7" -~ .. ... .. . ~. ~~~~.c~,_in ~-~~ster~y.~~r~~t~?rt 50 feet __ ~o~~!l.~_ron stake; fe~~-i~ a ~~o~~her~!. ~i~~c_:t.~o~--t~--~~~iz.-o!l __ ~ta~~ on the ban of the Al- ' ~eg~~ny !i~y~r; .. t0~~c~-~~~-a~, ~as_~e!;?~-·~ire9~~on 50 feet al ng the bank of the river to the place of be~inning: co.n~titu ~ng ctangular ... ' -~ . '. . ·- st • ing erected ... _ _S~b-~e~t to' .t~e _r~s~_rva~~o'? .. ?f aP'five 1i'oot wa kway an all oil, gs ~ _an? ~ineral_ :ri~~t~ .. .an~ subj~.C:~ also to the bu l~i~g a d use restrictions mentioned and contained in a certain deed~from Ke eth o. al. ~· . .. ... . to Matthew ZofOhak et a~., da~~d ~u~y 5, 1947, an of rec rd in Deed Bo?k_235, pag~ 27_,_ i.n __ t~e Recorder's Of~~~f!l .or Wa ty, Pennsyl- vania, to which reference is made for source of t tle. CERTIFIED TO WARREN COUNT : OCT. 5 1972. ('<. -----. .... \, . ' ~ . tjo ., 0 > ~ ..... ::J z .~· n ' 8· -+ ~ --ty :r r c (1) _. .. ..... a 3 131~ ~ (1) 0 0 0 ..... ..... ·:I: .... +"\ (1) ... .:1'" ~ 0 t ("V') ~ ..... (/) <( -+ 0 ._j CL :r -._j = (1) (V') N -::-0 : ,_, C!-L!.... -.,.. ~ .. ;,..;) --& . ' " c ; ' r ,, ..... ~ -~ ' ""~ :-r-- ' ~ lJ ' ,, ' .... ~ ' .... ' t) "'-- (,;) -~ . j ...... r. = -:J ::::;:J u t:j) ~ ·'f a; Ll.l ..a: 1"'-4 t:: 3! ,. ~ :--,, r ..,, .J ' ..... + --.. _.-., -'~ ' ,IN THE C0URT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE OF MATTHEW GEORGE ZOFCHAK,) ) a/k/a MIKE ZOFCHAK, JR., a/k/a ) ' ) No. 63-69-1161 MATTHEW ZOFCHAK, JR., a/k/a ) ) MATTHEW ZOFCHAk, a/k/a ) ) MATHEW ZOFCHAK, JR., Deceased ) ELECTION TO TAKE IN KIND TO THE HONORABLE P. V. MARINO, PRESIDENT JUDGE OF THE ORPHANS' COURT DIVISION: The undersigned Donald Zofchak, Peter W. Zofchak, George M. Zofchak and Dennis M. Zofchak, being all of the heirs of said Decedent, do hereby elect to take in kind as tenants in common, all the right, title and interest of the Decedent in and to the premises hereinafter described. follows: The said premises are more particularly specified as ALL that certain piece of land situated in Deerfield Township, County of Warren, State of Pennsylvania, bounded and described as follows: Beginning at an iron stake on the banks of the Allegheny River marking the south west corner of lot No. 10 and running in a northerly direction 100 feet to an iron stake marking the north west corner of Lot No. 10; thence in a westerly direction 50 feet to an iron stake; thence 100 feet in a southerly direction to an iron stake on the bank of the Allegheny River; thence in an easterly direction 50 feet along the bank of the river to the place of beginning: constituting a rectangular lot 50 by 100 feet and being known as Lot No. 9 west. Having erected thereon a hunting lodge. SUBJECT to the reservation of a five foot walkway and all oil, gas and mineral rights and subject also to the building and use restrictions mentioned and contained in a certain deed from .... ·-- . . )· Kenneth 0. Teeple, et al. to Matthew Zofchak et al., dated July 5, 1947, and of record in Deed Book 235, page 27, in the Recorder's Office of Warren County, Pennsylvania, to which reference is made for source of~ ~ SUBJECT to the unpaid obligations·of the Estate. The value of all the right, title and interest of the Decedent in said premises is $1,000.00. jj~dlfY r~-~~: Donald Zofchak~ -2- a. ·• .. Form RCC-33; ,,,.....,. ... ·r COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS / RESIDENT DECEDENT COUNTY OF . W.A.S.ai.NGTON.. ............................................. . IMPORTANT: This return must be completed in detail and filed in duplicate, with will.attached, with the· Register of Wills of the County where decedent resided; Return is due within one year after date of death, unless an extension is granted hy the Secretary of Revenue. (Section 703 of the Inheritance and Estate Tax Act of 1961.) ~~:~=~~~::r'f~iij;~;~r.~::::::R State of .Pe.nnsylv.ania. ....... , ................................................. } . . . ss:. County of. W~§b.i.,t.lg\..PA .......................................... : ............. ~..... : ..... Dennis .... M ....... :Zof.chak ............................................................................................. . .. ........... Blc lfi)r Administrator of the estate of the above-named decedent being duly sworn, dep•os~· and sayS Decedent dJed ........... Ma.y. ............................... . (Month) Name 'and address of attorney 'or} other authorized representative to whom all correspondence should be mailed. . ~E!rn~IJ an<.:l ~~m~n . . . ...... ............... . . ................... .. ....... ... ....... ...... ......... ... . ............ . Zeman .. Law .Building, Canons burg., .. Pa.. '15317 That as such ~d.minis.t.r.at.o.r. ... deponent is familiar with the affairs of said estate and the property con- < l•:x.,cu tor·Adm inistrator) s'tituting the assets thereof and their fair market value. That at the time of.death there was no safe deposit box registered in decedent's individual name, or jointly with, or as agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPOSiT BOX R.l':NTED . RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX JN.NAME OR NAMES OF HOLDERS TO DECEDENT None . • That the contents of said safe deposit box or boxes are itemized under Schedules---or this return, with the exception of the following, for the reasons hereinafter set forth: That Sc.hedule A attached hereto and made part hereof sets forth fully and in detail all the real property in the Commonwealth of Pennsylvania of which decedent died having an interest therein. It also sets forth the mortgage encumbrances upon each parcel of real property at the date of death, giving the amount still due at death, name of mortgagee, date, rate of interest, and book and page of record thereof. It also sets forth in the columns provided therefore the assessed valuation of each of said parcels, the estimated market value thereof as of date of death of decedent. That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal property wheresover situated owned by the decedent at the time of death; all moneys left by the decedent at the time of death, whether in decedent's immediate possession, standing to decedent~ s.~<:_redi·~ in banks of deposit, savings banks, trust companies, or other institutions, whether individually,-,of in trust for any other person or persons giving also separately the accrued interest thereon, if any~··~ down to the last interest day prior to decedent's death in the case of savings banks, and to the date~of decedent's death .. in all other cases; all bonds, postal savings, treasury certificates or notes and other evidence of in-. . ... debtedness of the United States to the decedent; all obligations, whether by statute"?r agreement they are designated as tax free, of the United States, or any state, or political subdivision thereof, or of any foreign country, which are owned at the time of death; all wearing apparel, jewelry, silverware, pic- tures, books, works of art, household furniture, horses, carriages, automobiles, boatsi'•ltl1~ any and all other personal chattels of whatsoever kind or nature, left by decedent, together with the fairly estimated market value thereof; all bonds and mortgae;es held by decedent and of all claims due and owing decedent a.t the time of death, and all promissory notes or other instruments .in writing for the payment of money of which decedent died possessed, of whatsoever nature, with interest thereon, if any, giving the face value and estimated fair market value thereof, and if such estimated fair market value be less than the face value, it sets forth briefly the reasons for such depreciation as to each i tern; all moneys payable to the estate from life insurance polici'es carried by decedent; all annuity and endowment contracts the proceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends due thereon and unpaid as of the date of death, bonds and accrued interest thereon to the date of dece- dent's death and other investment securities owned by the decedent at the time of death, with the market value' thereof at such time. In the case of securities of close or family corporations, the values reported are as far as possible substantiated by financial statements of the corporations, showing the assets and liabilities t.h~reof as of the date of death. The sc!ledule also sets forth the interest of rlecedent at the time of death in any co-partnership or business, and in support of the value of such interest there is annexed to said schedule, financial statements showing the assets and liabilities of said co-partnership or business. A copy of the co-partnership· agreement, (if oral, a statement setting forth the nature of the-agreement) together with a statement setting forth the character of the business, its location, and such other facts pertaining to the business as may be pertinen~ to a fair and just appraisal of the decedent's interest therein must be submitted. It should also set forth in itemized form,. together wit.h the f~lr market value thereof, any other property owned or bequeathed by the decedent at the time of death. · The Schedule C attached hereto and made part hereof sets forth a true answer to each-inquiry contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's death, in contemplation of decedent's death, or intended to take effect in possession or enjoyment at or after death, said schedule sets forth the nature and value of such property, to whom transferred, the relationship of the transferees to the decedent, the proportionate share received by each transferee and all· other facts of a pertinent nature regarding said transfers. In the ca:se of .trans_fers intended to take effect in possession or enjoyment at or after death, there is also attached to the schedule a copy of the deed, trust agreement or other instrument creating the trust. There is also set forth in said schedule a list of all property, real and personal, with its value, which pa~ses at decedent's death by virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint- ment vested in decedent, either individually or jointly, by the will, deed, or other instrument of another, with a copy of the instrument creating such power attached to the schedule. That Schedule D attached hereto and made part hereof sets forth the names and addresses of all persons beneficially interested in this estate at the time of decedent's death, the nature of their res- pective interests, their relationship, if any, to the decedent, together with the ages at the time of decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also contains a statement showing which of the beneficiaries named in the decedent's will, if any, died prior to 'de-cedent, the dates of their death, their issue, and the relationship of such issue to the beneficiary. That Schedule E attached hereto and made a part hereof sets forth all property, real and per- sonal, owned by the decedent jointly with another .or others, including intangible, standing in the name of the decedent and others, plus the date and place of record of instruments effecting the vestiture of real estate and the date of acquisition of personalty, plus the name, address and relationship, if any, of co-owners-to the decedent. That Schedule F attached hereto and made a part hereof sets forth fully and in detail all debts and deductions claireed for and on .. behalf of. this decedent's estate, inclurling f\meral expenses paid; family exemption, where applicable; costs of administration of this estate; counsel fees and fudiciary's commissio~s -pald or to be paid; cost expended for burial trusts, tombstones· or gravemarkers, and reli- gious services, in consequence of the death of the decedent; debts and claims owing anrl·lmpaid at time of death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section 651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga- tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re- quest, that if the amount actually paid in settlement of any fee, commission or debt is less than the estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that the amount of tax assessed can be reassessed in accordance therewith. That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein, hav.e been carried forward and p~operly registered in the Summary. Subscribed and sworn to before me this _____ .g_?_d · . _ day o~Ch .............................. 19 ..... .7.;1 -~~:tf:·;~~~···· - Can~nsburg, Washington C~un~y, Pa. MY Commission Expires June 26, 1975 t4d~--------- ,,?..??. ... :.~.~-q_J::~Y. .... ~.9.~.4. .................................................... -........ --·· (Street Number) W ~~-~~-~~-~.?.~.?. ...... ~7.-~.~~XJ.::Y..~.r.':~ti ............................. . I (City or Town and State) NOTE: Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are filled in with details or the word "None", anrl in case the assets include rare and unlisted securities, securities of close or family corporations or an interest in any co-partnership or business, that the data and statements requirerl under the paragraph above relating to Schedule "B" are attached. Also make certain that column #1 in the "Summary" has been properly completed as above-directed, ' ... ·. I-I' . ) --·-e COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION 244 WASHINGTON TAU8T BUILDING WASHINGTON, PlrNNSYLVANIA March 30, 1972 THO}~AS H. C0!\11:/AY, CHIEF APPRAISER COMMON\lEALTH OF PENNSYLVANIA . DEPART~1ENT OF REVENUE INHERITANCE TAX DIVISION 204 WARREN NATIONAL BANK BUILDING \lARREN, PENNSYLVANIA 16325 Dear Sir: RE: Estate of ~1a tthew George r Late of Washington County File No. 63-69-1161 Date of Death: Mav 22, 1969 Kindly giTe us values as of ___ M_a~v---2_2~,_1_9_6_9 ________ , on the enclosed Real Estate. Assessed Value 1,305.00 __ ..;....._ ___ _ Market Value 1,000.00 This request is in duplicate. Kindly plac& your value on the copy and return it to us, and keep the original for your file. /mjr Enc: 3 Dear Madge Finney: ~~· MADGE FINNEY INHERITANCE TAX APPRAISBR I ~. The appraised value of thie land is $1,000.00 • . } .--, . !tt~~1· /7-Jt ~uvr S1ncerely yours'<//U/ lC--07/ C0< / Thomas H. Conway, Inheritance Tax Appraiser RCC-34. (l-64) . C<;>MMONWEAL tH OF. PENNSYLVANIA ·DEPARTMENT OF REVENUE, BUREAU OF COUNTY COLLECTIONS TRANSFER' INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "A" REAL PROPERTY Real property in Pennsylvania, with statement of mortgage encumbrances upon each parcel at death of dece- dent. Where property held as joint tenant or tenancy by entireties, report on Schedule "E". Property held by the decedent as tenant in common with another or others, should be identified as to quantum of interest and the estimated value should be that of the decedent's interest only. The real property located In the Commonwealth of Pennsylvania should be described by lot and block number, street and street number, together with a general description of the property, with a reference to the record of the conveyance by which the decedent took title; If a farm state number of a- cres; also statement of mortgage encumbrances upon each parcel at death of decedent. Taxes, assessments, accrued Interest on mortgages, etc.,are to be listed on Schedule" F" and must not be deducted from this schedule. (1) ASSESSED VALUE FOR YEAR OF DECEDENT'S DEATH 1. All those certain lots of ground situate in 1,350.00 Chartiers Township, Washington County, Penn- sylvania, being Lots.Nos. 233 and 234 in the Hallam Addition to Meadowlands, being part of Purpart "B" described in the bill of partition and in order of sale at No. 1424 in Equity, said lots of ground being descriDed and bound- ed in the deed hereinafter recited. Having erected thereon a dwelliq6house, known as 232 Hallam St., Meadowlands, Pa. Being the same premises conveyed to Mathew Zofchak, Jr. and Susie Zofchak, his wife, by .Andrew Cushman, widower, by deed dated November 9, 1925, of record in Deed Book 535 page 202 in the Recorder's Office of. said County. The said Susie Zofchak died March 5, 1969. At decedent's death the above premises and premises of th:i--td persons were subject to the liens of a mortgage and a judgment. The mortgage was from Peter W. Zofchak et ux.et al• to Western Pennsylvania National Bank, McKeesport dated September 14, 1964 recorded in Mortgage Book 651 page 414 in the principal amount of $12,000.00. The judgment was that of G.D.C. Finance ~ons. Disc. Co. filed ~ October 18, 1966 at No. 417 SE"PT· Term 1966 ,DSD, in the principal amount of $2,664.00. The mortgage was released upon the payment of $7.50 for recording the Release; and the judgment was released upon the payment of ~16.00. . The aforsaid premises were sold during the course of administration to Gary Mull, et ux. for $9,000.00 2. All~that certa~h piece of land situated in Deerfield Township, County of Warren, State 1,305.00 of Pennsylvania, bounded and described as follows: Beginning at an iron stake on the banks of the Allegheny River marking the south west corner of lot No. 10 and running in a northerly direction 100 feet to an iron stake marking the north west corner of Lot No 10; thence in a westerly direction 50 feet to an iron stake; thence 100 feet in a southerly direction to an iron stake on the bank of the Allegheny River; thence in an easterly direction 50 feet along the bank of the river to the place of beginning: constituting a rectangular lot 50 by 100 feet and being know a·s Lot No. 9 west. Having erected thereon. a hunting lodge. Continued to page·two Insert this total opposite "real property", Schedule "A" in the X X X X X "As Reported" column on the last page of this return. (2) ESTIMATED MARKET VALUE 9,000.00 (3\ DEPARTMENT VALUATION CAUTION (Do not write In thIs s poce) REAL PROPERTY ·Page Two Subject to the reservation of a five 'foot wal~ay and all oil, gas and mineral rights and subject also to the building and use res- trictions mentioned and contained in a certain deed from Kenneth 0. Teeple, et ai. to Matthew Zofchak et al., dated July 5, 1947 and of record in Deed Book 235 page 27 th the Recorder's Office of Warren County, Pennsylvania, to which reference is made for source of title. The decedent's interest is valued at said· amount for the reason other two owners had agreed to sell decedent their shares and decedent had a~eed to sellhis four sons · an undivided 4/5 interest in consideration of . ~ the improvements that they had made to the ~ premises. The foregoing sales were prior to -~; ( & ~ . .:fil' · two _years befor.e decedent's death. n oJ( /. ~-.:_ 1,000.00 Total Realty ~of(: 10,000.00 Total Assessed Value 2,655.00 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "B" PERSONAL PROPERTY INSTRUCTIONS: This Schedule must disclose all tangible and intangible personal property. owned individually by the decedent, at the time of his death. Property owned by the decedent jointly wi~h ,another or others must be listed under Schedule "E". Intangible personal property, titled in the name of the decedent, but payable at death to another or others, including but not limited to P.O.D. u. s. Savin,gs B~>nds and tenta- tive trust accounts, must be listed, despite the fact that they are not of the administered estate. Tangible personal property should be listed first (e, g. jewelry, wearing appafel, household goods, and furnishings, books, paintings, automobiles, boats, etc.) Intangible personal property, such as bonds, treasury certificates, cash on. :hand. and in bank, stocks, mortgages, notes, together with accrued interest or dividends, salaries or wages, insurance pay- able to the estate or fiduciary in said capacity, partnership interests, interest inany~ndistributed estate of or income from any property held in trust under the will or agreement of anothl:lr,' even though located outside of the State, at the time of death, should be listed in this schedule, I tern NOo ITEM UNIT ESTIMATED DEPARTMENT VALUATION 1 2 3 List and describe fully Household goods and furnishings Proceeds of Policy of the Prudential Insurance Company of America No. 58-882-096 Cash on person Insert this total opposite "Personal Property", Schedule "B" in the "As Reported" column on the last page of this return. VALUE MARKEr VALUE (Do not write in this space) #)h~· 150.00 ~~ 1210.,77 a-~-7fJ·'J'' .70 t1tf 1' 361. 4 7 COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX SCHEDULE "C" TRANSFERS RESIDENT DECEDENT ( 1) (2) (3) I Did ~ecedent, within two years of death, make any transfer of any material part of his estate, without rece1ving a valuable and adequate consideration therefor? (Answer yes or no)_ Y.e.s_ . Did decedent, within two years of death, transfer property from himself to himself and another or others (including a spouse) in joint ownership? (Answer yes or no)_ Yes-- If the answer to (1) or (2) above is in the affirmative state: (a) Age of decedent at time of transfer Not applicable (b) State of decedent 1 s health at time of making the transfer. (Note 1). (c) Cause of decedent's death. (Note 1). (4) Did decedent, in his lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or after his death? (Answer yes or no) No (a) Was there any possibility that the property ·transferred might return to transferer or his estate or be subject to his power of disposition? (Answer yes or no) Not appli<able (b) What was the transferee's age at time of decedent's death? Not applicable (5) Did decedent in his lifetime make any transfer without receiving a valuable and adequate consideration therefor under which transferor expressly or impliedly reserves for his life or any period which does not in fact end before his death: (a) The possession or enjoyment of or the right to income from the property transferred? (Answer yes or no) No (b) The right to designate the persons who shall possess or enjoy the property transferred or income therefrom? (Answer yes or no) No (6) If the· answer to (5) (b) above is in the affirmative, state whether the right was reserved in decedent alone or ~thers Not applicable (7) Did decedent in his lifetime make a transfer, the consideration for which was transferee's promise to pay income" to or for the benefit of care of transferor? (Answer yes or no) ,No (8) Did decedent, at any time, transfer property, the beneficial enjoyment of which was sub,ject to change, because of a reserved power to alter, amend, or revoke, or which conld revert,to decedent under terms of transfer or by operation of law? (Answer yes or no) No . (9) If the answer to (8) above is in the affirmative, was the power to alter, amend, or revoke the inter- est of the beneficiary reserved in the decedent alone or the decedent and others? (Answer yes or no) Not applicable NOTE 1: The answers to these questions should be supported by affidavit by the attending physician as well as a copy of the death certificate. NOTE 2: If answer to any of the above questions is yes, set forth below a description of the property transferred, it's fair market value at date of death, dates of transfers and to whom transferred, with relationship of transferees to decedent, if any. Submit copy of any trust deed or instrument, if trans- fers are claimed to be non-taxable, also submit detailed statement of facts on which said claim is based. NOTE 3: List applicable property below in manner in which provided in Schedules A, B, or E. ITEM DESCRIPTION See description under Schedule "E" Insert this total opposite "Transfers", Schedule "C" in the "As Reported" column on the last page of this return. MARKET VALUE (Estimated) DEPT. VALUATION (Dept. Only) . KC l' -38 (::QMMON.WEi\LTH Ol; l'EN'NSYLVANIA THANS1-t:l{ INHElUTi\NGE TAX RFSIDENT DECEDENT SCHEDULE "E" JOINTLY OWNED PROPERTY I:-iSTRl'CTIO!'iS: This schedule must disclose all property, real and personal, owned by the decedent jointly with another or others, including intangibles, standing in the name of the decedent and others. List real estate first, as entireties, or joint tenants, giving brief description, as indicated under Schedule "A", plus the date and place of record of instrument effecting vestiture, but do not include entireties or out of state real estate value in estate valuation column. Personal property should be listed as in Schedule "B", plus date of acquisition, and the name, address and relationship (if any) of co-owners to I the decedent. Description of Property, Date of Acquisition, Namej Unit percentage Estate Address and Relationship of Co-Owners, and Place 1 Value Share Valuation of Record of' Instrument, where Real Estate. I Joint Savings account No. 3895 in j Western Pennsylvania National Bank opened January 12, 1967 in the names 1 1 of Mrs. Susie Zofchak (wife of deceden't who predeceased him) or Matthew Zofchak. Sometime after death of Susie Zofchak on March 5, :1969, t:qe name of Dennis Zofchak (son of decedent) was added to the account by Bank at decedent's request. At time of decedent's death the !rincipal in said account was 1,219.33 with accrued interest ·of 22.24 1., 241.5' Insert this total opposite "Jointly Owned Property", Schedule "E" in the "As Reported" column on the last page of this return. l DEPARTP~NT VALUATION CAUTION-Do not Write In This Space. Value of Entire Property I I I I Value of Decedent's Interest '. i' I I I I I \ h RCC-37 · (12-63) CO~Il\IONWEALTH OF PENNSY¥LANIA TRANSFER IN~IERITANCE TAX RESIDE;N'f DECEDENT BENEFICIARIES AND ADDRES&ES ' State full names and addresses of all who ave 'an interest, vested, cont inge'nt .or. other- · wise, in estate) ' ..... . . ... Donald Zofchak }; ? P!:lnf\'Y'!:lm!:l n,...; '\TIP> Washiil£ton: Pa .. Peter W. Zofchak . 1?l.. T.o~us't Street. Houston Pa . Geor(re M Zo.fchak -Box 530 A -R.D. No. 1 Washington, Pa • . Dennis M. Zo.fchak 22'1 M~Cl::lv Road - w~Rhin£tOn p,q . SCHEDULE "D" BENEFICIARIES RELATIONSHIP SURVIVED (If step-children or DATE INTEREST OF illegitimate children DECEDENT OF BENEFICIARY are involved, set STATE YES IN ESTATE forth this fact.) OR NO BIRTH son ves 8/18/24. 1/4. of estate son yes 4/26/31 1/4 of estate son XS_S ll0/2Q/16 1/4 of estate son ves 6/8/35 1/4. of estate . ,. ,. ' Deponent further says that all the above-named beneficiaries are living at this time except below: NAME DATE OF DEATH RESIDENCE Will Administration ( No. Year D< THE ~lATTER OF THE APPRAISE~1ENT OF THE ESTATE OF IIJ.Iatthew George Zofchak, etc. Deceased Late of Chartiers Township County of Washington. ..., ·-. ...J..~~ I . Commonwealth of Pennsylvania REPORT AND APPRAISAL ::::·: 7"'~ J:· rn :1'J rJ) 0 c~ ~ ~\ ~··': G:~ rn ', _ _: -~·{ ::ri . (~_) ( ; :g, :~ ~-~ !'"'' :. ", -o r-c:~ );::>-(j) _...o_' r~ ..... ' -·· ·-~· J ~ ~ '!-,.,~ < ·.) ,-"'3 ">.. •• P 0 ., ' ~· (..>..) --1 ~/ / -· (Executor-Administrator must complete "As Reported" column #1.) (') ...., "'ti :::0 .... .... ('!) ('!) 0 ~ .... e:.. Vl ~ Vl Vl Vl 0 ...., ...... ~ "'ti ('!) e:.. .... .... ~ Vl 0 X "'ti '0 ~ ('!) 0"' .... .... ~ 0 q '0 trl ('!) .... Vl ,..... .... '< ~ .... ('!) en c:: ~ ~ > :::0 w en en .......: (') (') ?"' ?"' ?"' ri ~ > ::: : : --- .00.00-GO-oo-oo-oo ~ ...,......._ ~ ...... 0 > ~ .... : ~ ~ CI'J ~ l\.) \,.) 0 :::0 0 ~ D' o('l)::: \,.) ...... ....., o'g-• e: • • .... b "'~ o8' ~ ..;.J.;.,J 0~ -oo -oo -GO. -oo ~ -oo ' '~ ~ .C) "' _,,,, ~> ).)~' ; .-.,/\ •"" § ~---:-:~:"'-r. tv .,. 3'-' . "·"'· ~ :;· ·~·~Q g_ .:0111 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG RCC-81 {6-71) 17127 IN YOUR REPLY PLEASE REFER TO : Inheritance Tax Division NOTICE OF FILING OF APPRAISEMENT 38-15-9 DENNIS M. ZOFCHAK (~dministrator) In Re: Estate of MATTHEW GEORGE ZOFCHAK a/k/a _W_A_S_H_I_N_G_T_O_N ___ County_ File No. 63-69-1161 Dear Mr. Zofchak, You are hereby notified that the __ o_;r=..=i...oi!g~i=n=-=a=1=-------------- appraisement in the estate of MATTHEW GEORGE ZOFCHAK has been filed in the office of the Register of Wills of WASHINGTON County on May 11 , 19___24 Said appraisement reflects the following valuations: Rea I Estate __ __,1=-0::=....~..-' 0=0=0..._. =0=0 _____ _ Persona I P roperty_1-"-, _3_6-'--1-=-·-=4.....:.7 ______ _ Transfers ____ -::----:--:-::--------- J oint I y Owned --=1.L,-=2c..:4:..=1,_,.:...::5::....:7'-------- T ota I _____ 1-=2~, -'C.6-'C.0-=-3-=·-=-0-=4 _____ _ As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid after nine (9) months (fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date_M_a_y_1_1_,_1_9_7_2 ____ _ S;gned~/\..3~ ) Title -,_;.'L..!::~~~~~~bL..----=~=-==7--=~r...v'i~~ DATE OF DEATH: May 22, 1969 Note: This is not a bi II. RCC-39 (5-tS) , COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of ZOFCHAK (Last Name) MATTHEW G. (First Name) (Initial) a/k/a DATE OF DEATH ~fLE No.63-69-1161 5-22-69 REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of WASHINGTON Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: May 11, 1972 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 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 $ IO 000 00 $ 1 361 47 NONE 12,603 04 annuities . . . . . . . . . . . . . . . . . . . $------+--- EST ATE TAX ASSESSMENTS $ _______ .L__ IO,OOO 00 1,361 47 1,241 57 12,603 04 NONE 12,603 04 FOR USE OF REGISTER ONLY COMPUTATION OF TAX 2% $ ~ $ $ 10% $ 15% $ VALUE AS REAPPRAISED $ ___________ ~--- I Tax on $ ---------+--- Tax on $ ---------+--- Tax on $ ---------+--- Tax on $ ---------+--- Tax on $ ---------+--- Exemptions=========F== Total Estate _______ --!-- TOTAL TAX * $ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid $=======1== BALANCE $----------+-- Less 5% of tax if paid within 3 months after death $=====::::::!=== BALANCE OF INHERITANCE TAX DUE $ ---------+---- Add interest at rate of 6% from -----to ----- AMOUNT OF ESTATE TAX ASSESSED $----------1-- Es tate tax paid $----~----'-- BALANCE DUE Add interest at rate of 6% from -----~0-------- $ __________ ____,~ __ _ $---------~~-­ TOTAL TAX BALANCE $ ----,---+-- PAID $ ---------~--- FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE: Where subsequent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration ( No. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ... MA'l:'TiiEW. G:~.O.RGE ZOfCHAK. Deceased Late of . CHARTI ERS TWP. County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL .. I' -----I Funn RCC-2 . COMMONWEALTH OF PENNSYLV M.JIA DATE t.':i<:;Y .. .!.! . .f ....... !.9.7.~ ........................ DE~AJtTM~~!T OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON BUREAU OF COUNTY• COLJ..ECTIONS COUNTY ............................................................................. .............. . . APPRAISEMENT FILE NO ... ? .. ~:.? .. ?.:::: .. ~.~.? .. ~ ........................ I .... HARRISBURG. PENNA. 1712 7 .. ......... Whereas, ........................ ~:!:.~.~~Y.1. .... ~!:!<?.~g!:! ..... ~<?.:E'.q~.~ ..... ~./.~~-....... late of ................... <?.~~~~.~-~~ ..... ~~-~ ..................... .......... in the County of ........................................ W.AS.:S.IN.GW.N ....................................................... Commonwealth of Pennsylvania, having died on the ........................ 2.2.0.. ........................................................... day of .................. ~.9:Y ................................................ 19 .... §.~ .• seized and possessed of an~state subj:.~:;~~~~~=~~~.o~::::::~=~ly appointed according to law, having been designated to make a fair and conscionable appraisement of the said estate, and to assess and fix the cash value of all annuities and life estates growing out of said estate, hereby file the following appraisement: In the event that any future interest in this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purposes $ REALTY: SEE COPY OF SCHEDULE A ATTACHED TO APPRAISEMENT 10,000 00 PERSOANL: SEE COPY OF SCHEDULE B ATTACHED TO APPRAISEMENT 1,361 47 JT. HELD: SEE COPY OF SCHEDULE E ATTACHED TO APPRAISEMENT 1,241 57 total 12,603 04 .. .. ' ' ' ··: I ,. I I I I I WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT \ Estate of MATTHEW GEORGE ZOFCHAK a/k/a Deceased. Late of CHARTIERS ..... T.WP. .•.............................................. Date of Death 5-22-69 I ...... ,,,,, ..........•.........•...•....... ·······••··········••······••••·•··•·•• Appraiseme11t Docket Vol 38 · ., ······················································ Page, ........ l .. 5..~.9. ....................... No ..... 6..3.~.6.9~.116.1. Filed in Register's 0 ffice, .. :~:l.<:iY .. 1.:+. ........... 19 .. 7.'4. Am,ount of tax due, $ ................................................................. . DEPARTMENT OF REVENUE Received, Examined andApproved, Wrote abo.uf Appraisement, Appeal j1'om Appraisement, Entered and charged, • I i I I I I I Form RCC· .. "l_ , ... DEDUCTIONS ALLOW~_!) .J_N _ ." , • j OFFICE OF THE ,. I REGIS.TER OF WILLS STATEMENT OF DEBTS AND DEDUCTIONS THE SUM OF . . . • . • . . . • • • ' ............................. : ...................... . OF' COUNTY AND AGENT 01' THS COMMONWEALTH DATE APPROVED • • . . . • • • .. ................................................ .. Roglaler of Wills, Agut • ESTATE oFMatthew George Zofchak,lATs oF Charti ers Township DATE OF FILING APPRAISEMENT MarCh J 972oATii 01" DEATH .. ft§Y 22Jt 196? -... ,. DATE NO. 01" NAME OF PAYEE REMARKS AMOUNT VOUCH£" • Russell Marina:.~ . Register Letters Testamentary 19 00 1Ru~~e 11 M,qri:no ..... Ref!:ister 11 Short Certi :fi r.ate 1 00 -,. !Russell Mar~no .•.. 7 Register Filing Inventorv 4 PO I Tho n!l; 1 v Nnt.e~ Advertising Letters 12 50 -., Washington County Reports Advertising Letters 14 00 IYnnevf~ Fnner~l Home Services 1 .072 00 Mitzie Chambers Admistrators Bond 200 00 I Rev Knh~r.kv Services 27 00 S .. Whites Sons Marker 242 20 C,qt.h C~m Assn .. Grave site and interment 2L.5 00 H w. Hadlock. M.D. Services 5 00 H Barnickel Store Ooen Account 121 132 Mf'...,. T R,. u r.n tJt.i 1 i r.i e~ ~ervi r.es 6 119 ~ Be 11 Telenhone Co Utilities services 18 32. Ci t.i ?:en~ W,qt.er Cn Utilities services 10 80 ·west Penn Power Co. Utilities services 16 39 Postmaster _ __, 6 00 Postage s Slav. Cath. Union Remtc. Trustee funds 103 40 G.D.C' -·· Finance.etc. Co. Release judgment 16 00 Recorder of' Deeds Release mortgage 7 150 Anna Howcroft.Tax. Call. 1969 Road Tax 11 34 - A nn,q Hnwr.rnf't. rp,qy Call. 1969 School Tax '79 38 Anna Howcroft, Tax. Call. 1969 Lit:tht Tax 3 75 Anna Howcroft, Tax. Call. 1969 Hydrant Tax 68 M!:!l~dm Mnrtr~n Treasurer 1969 Countv Tax 26 73 Continued to naf!:e two COMMONWEALTH OF PENNSYLVANIA }a•: COUNTY OF I, H£REBY CERTII'Y. THAT. TO THE BEaT OF NY kNOWLEDGE AND BELIEF, THE FOREGOING 18 A JUST AND TRUE SfATEMENT OF DEBTS, I"UNI!RAL EXPENSES AND EXPENSD Ol' ADMINISTRATION SUBMITTED TO THE ESTATE 0, -ECEABilD, AB DEDUCTIONS P'OR INHERITANCE TAX PURPOSES. (L. a.) SWORN AND SUBSCRIBED lll!f'ORE MIE THIS "AY Ott ,._ I