HomeMy WebLinkAboutOC1970-0017 - ESTATE OF APPLBAUMI'.•
PETITION SUR AUDIT'
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
Testate Form J
Estate of ~.~~~X...;J:~:..~;P.r.~:J?AYM ..__._._
Deceased
No ~~..:-:.3Q_.::.JJ ___._._A. A.
Fiduciary.B.e.at.r:ic.e.B Applb.aum : .
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Decedent's death N~.y.~m.Rg_:r.~~.9.J UHUL Grant of Letters._;r.~~~~.~;i}1 ..J~.7.9 _.._.__ .
This is the }~E~~..~P.~..~~.~~~account filed i'n this estate
If there have been former accounts filed in this estate,list file number or number and term .
Election to take
Under or Against will.(cross out one)
Date Election .Place of;
Fi led Record::.::
Name of surviving spouse ~~~1~~~~.Jh App.~!:?~~m_____::_ :__. .__._.,__..
List issue,where material:
Joan ·ApplbaumJ daughter
:"DebraISue Applbaum ..daughter
Did decedent marry after execution of will?(indicate)l/jK No.Any children born after execution of will?(indicate>
~No.'If answer yes;name them :.:___.._~_._ . ....
.._--_..-__-__-_--_._ _._..__._.._._..__~-_~-:_---.",.•~c ...
Leg.atees Relationship Interest Fiduciary,if deceased or not sui juris
•Beatrice i~'.Applbaum wife 100%
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Joan Applbaum daughter Contingent only
Debra Sue Applbaum daughter Contingent only
List,if exceptions.to above:
If partial intestacy,give facts:
Adeemed:"Revoked:.Lapsed:
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Abated:Give Cause:
Notice to interested parties.H:lVe all parti~~,..h9Y.ing..~lth!'!r..Y~~t~.q..9.r.f9':1.titlge:l}t il!.t~res.t~.and .011 crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)received written notice of the filing of the account
and of call of audit?.Yes.~.')..
....~..,If any e)(ceptlon give cause::.
•"';a.:J;'"f ..
File copy of Notice.'..'
and date of maiii ng....~~~.~~.~..~.~.~~..R!!.:f:.:~glJ~L?L ..J.~.7:9"1...RY'7~~.:r:1jhE?g ..m.~U;.,,:r.~t.~rp,;,r.g.y.~~P.t..r.~q~~§.~ed.
69 -170'-;.~--:.,-:;./...4'~".:Jr--;'."-::;.,.'
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Is estate subject to the filing of a Federal Esta.te Tax Return?Na :__~_:-~.:-:-:~-
Actual payment ma'de on Pennsylvania Transfer Inheritanc~Tax.Amount $n..Q..D..~_._.
If the Will makes any portion of estate subject to a life-estate,give name and birth date of life tenant .
Give Names and addresses of all unpaid creditors who are legally entitied to notice,together with the amounts
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
Personal Property Department,
Board for the Assessment ,and,,!0 i\."1T'
Revision of Taxes -J,\;,Di'et:sC'on Eli Lilley8c Coo
1965 to 1970 inc.
Admitted to be correct.
Stock;
$213.07
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Give reference to such parts of the will as require interpretation by the Court;a reference'to all questions re-
quiring adjudication,and a statement of any other facts deemed necessary for the preparation of the adjudication:
Balance for distribution per account,
Itemize any additional debits not shown by account:$11 ~~J.~.QQ .
Total additional debits (Add)
Itemize any additional credits
filing account 'I
not shown by account:
'16 •00 .
~
$.
Total additional credits (Subtract)
Balance for distribution
$..__._~.?~.
$...7.J-.$.Q5 •on...._--__.
If balance for distribution is not in cash,list each item held in kind,giving appraised Value (or distribution Value);
Balance consists of:
...
Cash
Eli Li~ly Stock
$45.00
7760.00
7805.00
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C!!omm.ouUtraltl1 of ',rnu!lylnanta.t BB,:
IhtB!tiugtonC!Iounty.~
KNOW ALL MEN BY THESE PRESENTS:Whereas,at Washington,in the County aforesaid
on the 5th.day of January A.D.19 70,before me,
Russell Marine ,Register for the Probate of Wills and Granting
......".
Letters of Administration in and for the County of Washington,in ,the Commonwealth of Pennsylvania,
the last Will and Testament of _/7'
,SIDNEY J.APPLBAUM
'late of California in the County aforesaid,deceased,
(a true copy whereof is to these presents annexed),was duly admitted to probatej and
Beatrice B.Appibaum \
rix
the Executat in said Will and Testament named,having appeared before me and taken and subscribed
the oath of office prescribe~by law;
NOW,THEREFORE,I,'Russell Mar~no ,Register as aforesaid,do'
grant these LETTERS TESTAMENTARY,unto the said
Beatrice B.Applbaum
committing unto :her the administration of all and singular the goods and
chattels,rights and credits,which were of said deceased,and requiring her
to exhibit a true and perfect inventory thereof into the Register's Office,at Washington,within ninety
days from the date hereof,and to render a just and true account of said administration at the expiration
of six months from the date hereof,and to regard and comply with the provisions of .the laws of this
Commonwealth relating to inheritance taxes.
IN TESTIMONY WHEREOF,I have hereunto set my hand and the seal
of said Office at Washington,this 5th.
day of January in the year of our L9rd-one thousand
nine hundred and Seventy
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LAST WILL,AND TESTAMENT
OF
SIDNEY Jo APPLBAUM
I,SIDNEY J 0 APPLBAUM,of 309 Hickory Street,Borough of
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California,Washington County,Pennsylvania,do make,publish and
declare.this to be my Last Will'and Testament,hereby revoking and
making void any and all wills by me at anytime heretofore made.
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FIRST:
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SECOND:
THIRD:
I direct that my Executrix hereinafter named,pay all of
my just'debts and funeral expenses as soon as may be
practicable after my decease.
I give,devise and bequeath all of my ,property,real,
.'personal or mixed,of which I die seized or possessed or
to which I may be entitled at my decease to my beloved~I'
wife BEATRICE Bo APPLBAUIvlo
If my beloved wife should predecease me and not be able
to aceept ·the devIse and bequest of Paragraph 'Second
aforesaid,t~en and only in that case,I give,devise and
bequeath al~of.my property,real,-personal or mixed,of
which I die seized or possessed or to which I may be
entitled at my decease to my beloved daughte'rs in equal
shares,-share and share alike.The names of my-daughters
are as follows:
(a)-JOAN APPLBAUM,California,Pennsylvania.
(b)DEBRA SUE APPLBAUM,California,Pennsylvania.
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:FOUHTH:!--I no~inate,'constitute and appoint my beloved wife
BEAT:iICE B.APPLBAUM ,the Executrix of this my Last Will
and Tes,tament,and I direct that she shall not be required
to enter security in any jurisdiction in which she may
a,ct.
IN WITNESS WHERp:OF J,I have hereunto set my hand and seal to '
this twO'{2}page Last Will and Testament,this '31~t
March,1960'~'
day of
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THE,FOREGOING INSTRUMENT,consisting ot;two (2)pages was on
this 31st Ciay"6f'M~rch,1960,signed,s~aied,published
and declaped "by SIDNEY J.APPLBAUM,the Testator,as and for hi's
Las t Will and Tes t~ment",in the presence'of us and.each of us,who,
at his'request,in his presence,and in the presence of each 'other,
all being present at the same ,time,have hereunto subscribed our
-names as witnessEs thereto .
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Estate c~,SIDNEY J:...APPLBAUM
TO THE AuDJ_TJ:\G JuDGE:
In tho T.:Jatlc;"or ttc AuC:it o(Account In
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-.'_Enter m"y appearance for Beatrice B.A ppiba~~,th~_-Ex~'cutrix-in the.
. _-.'above caption~d case.
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N.B.·~COU;-:5d sh:dl,by sep:\rate p:lp':?r,present a couc1se st.:!.l.e-;:-;.::nt of each
claicl,'\.:ith .suii~ortin;:c:!.!~u~:.tiou or :l!1j"i~t'2re:;:cl~i::1·;"i..Obj~c~io:J.s
to no ~CCOU:1t.~5 riled.·sb:lll b.~CC:lCi3C!Y st:'..~td in :l St:~:!.r:!t~pJ~er.
Co:Juc!l st:;;~5:i;::;pro;)~r dL:i:rib:Jtio::l s!:!-2.1l f.ile a sct>Jrat~-t:oncisc ~t:ue·
meot In t!::2.t rc';Jrd.--
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STATE OF PENNSYLVANIA,
WASHINGTON COUNTY,~55:
The within named Accountant being duly sworn according to law,deposes and say s that the above account
as stated is true and correct as ?~~veri Iy bel ieve,
Sworn and subscribed before me this .;.(.rf~.
day of J.uly :19..1.0 .
,.:~/(;;~·~~~of:?r?·p~:·················
•~"Cl\lIFORNll\,WI\SHINGTON CO.,PA.
.:."My Commission expires July 14;.1973
I do certify that I have given legal notice to all persons
concerned of the filing of the within account in the manner
prescribe~by Statute and Rule of Court,as evidenced by proofs
thereof filed to No..(q3.~.Z()..:.37.Q .
Witness my hand and official 'seal thiS..3!~.
day aL_~-------ClOi~---:---;1920_Cf]{~..-Il1[J))~LA~<.
_-.........._-"',...,...J~•.._.•...__Register of Wills Q
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.JoRUSSELLlltl\H\NO
REGISTER Of WILLS
WASI-IIHGTON CO.,PA.
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The Court is respectfu lIy requested to determine
proper di'striblJ.ti.eA.in this estate.
i\ffibuutt®f 1£xrrutnr (@r i\bmtulatratnr
~tatt of 'tnnsyluauia }
aLounty of lIas~in!ltnn ss:,
Personally before me,the undersigned authority,a J~{9X~ry:.P~pJ~~_in and for said
County and State,appeared .._J?~.9:~rA~.~..:s.!.:.Ap.plp.§._\!m __.__ ___who,being duly
sworn according to law,deposes and says that she is the executor or administrator of the es-
tate of ..~tg!?-.~y._.J.~:..4\P.P.~.~§..~__.......__..deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and person~l estate of ~t~!:l:~y...J.~_A.p.plp._~~m._,
deceased,except real estate outside the Commonwealth of Pennsylvania;that the figures opposite
each item of real and personal ,estate in the foregoing schedules are determined and stated by the
undersigned to be the fair value of said items as .of the date of the decedent's death,based upon a
just appraisement of each item made by the above named Executor Administrator.
d '.~sfwornandsUb~:Tibed b..e
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9"':/;thi''''''~}LJCZdt;~A~..:.~~Jfd~M:~t ,..:·t..·:.:·..;..'-,.~:.......,c -Beatric~X1f.ut~~B~~~tor·
CA1Ii"DRNiA.Wj\Si-iiNGTOW~""·"·"·"·""'''''''''''''''''''.'
My,Commission'expires JUJ~'-i'41.i973 ADDITIONAL INSTRUCTIONS
1.An inventory m~t be filed within three'months after appointment of personal representative.
'2.A sqpplemental inventory must be filed within thirty days of discovery of.'additional assets.
,~,.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original arid 2 Oopies and 2 RCRI-33,
.i Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
,eluding Copy ·of Will and copy of Federal Estate Tax R~turn..
;:....REFERENCE FOR ADDITIONAL COPY,--
'<":Act of 1947 P.L.513 Sec.5.2,72 P.S.4844'.2
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r:~3JnUtntory aub .i\ppraistwnt ,of the goods and chattels,rights and credits which
";'c,e -~f ~.~.qp.~y..J.~.,::.AppI1?~~.~,"late .of ~~~H.f.<?.~p.~.~:,:;..
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Washington County,Pa.,taken and made in conformity with the above affidavit.::
DOLLARS CENT~
PERSONALTY
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80 shares of Eli Lilly arid Company common stock
69-170
7,760.00
f?'-I7".3-7tJ-IY
Inventory and Appraisement
IN THE ESTATE OF.
.............$IQN.~X ..J.A.PPL.BAUM .
Filed ,19:.
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OLIVER N.HORMELL
Attorney at Law
423 Third Street
California,Pennsylvania
15419
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ACCOUNT NUMBER 63-70-14
FIRST AND FINAL ACCOUNT
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of BEATRICE B.APPLBAUM,Executrix of the Estate of SIDNEY J.
APPLBAUM,deceased,late of the Borough of California,Washington
County,Pennsylvania•
.THE ACCOUNTANT IS CHARGED AS FOLLOWS :
1.Inventory and Appraisementfi1ed June 22,1970.$7,760.00
2.Advance to Estate by Beatrice B.Applbaum to
facilitate administration.. . . . . .....
Total·
6,256.83
14,016.83
** * *** **** * * * * **
RECAPITULATION
Assets of Estate
Credits of Estate
Balance
Balance consists of:
$14,016.83
6,195.83
$7,821.00
69-170
OLIVER N.
HORMELL
ATTORNEY AT LAW
423 THIRD STREET
CALIFORNIA.PENNA.,
Cash 61.00
Stock 7,760.00
$7,821.00
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ACCOUNTANT CLAIMS CREDIT FOR:
1969 I
July 3,1969 to 'I
Nov.26,1968 Monongahela Hospital special duty nursing costs $2,790.001
July 23 Monongahela Hospital medical services $281.25,"
August 5 Caleffie &Greenlief ambulance service $35.00 I
Oct.8 Dr.T.G.Sanners,Jr.services,urologist $15.00 I
Oct.10 St.Francis General Hospital medical services $4.07
Oct.16 Caleffie &Greenlief ambulance service $35.00 I
Oct.31 Centerville Pharmacy drugs $56.59
Nov.15 Standard Physician's Supply wheelchair rental $33.92
Nov.15 Rehabilitation Medicine Associates St.Francis Rehabilitation $366.00
Center
Nov.26 Rabbi Goldwater services $25.00
Dec.4 Temple O'Have Israel services $25.00
Dec.4 Congregation Agadath Achim services $10.00
Dec.4 Varsity FUl;ld leg brace $1 75.00
Dec';5 Dr.Underwood services $10.00
January 5 Russell Marino,Register of Wills letters testamentary and $12.50
three ·s·hort certificates
January 12 Washington County Reports estate advertising $14.00
February 1 :Brownsville Telegraph estate advertising $9.00
January 19 i J.Harry Johnston Funeral Home funeral services $940.00
February 1 Holy Society of Uniontown cernetery lot $780.00
Feb.19 Kohel Shomer Hochomos services $25.00
June 16 Centerville Pharmacy drugs 11-1-60 to 11-26-69 $51.OQ
June 19 Russell Marino,Register of Wills filing inventory and balance $7.50
on letters
July 17,Washington County Bar Assn.estate fee $10.00
July 17 Oliver N.Hormell attorney fees $485.00 :
$6,195.83
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\,'.Washington Coun~Reports
Wash'ington,Pennsylvania
(PUBLISHED BY WASHINGTON COUNTY BAR ASSOCIATION)
.
PROOF OF PUBLICATION
In compliance with the ,Newspaper Advertising Act )f May 16,1929,
P.L.1784 Sec.3,paragraph;(3)and (25).
COUNTY OF WASHINGTON},88.
STATE OF PENNSYLVANIA
Personally appeared before me,a Notary Public in and for said County
and Commonwealth,CHARLES C.KELLER,who,being c.uly sworn,deposes
and says:that he is the Editol"of the WASHINGTON COUNTY REPORTS,
the officiaJ1 legal periodical £:>1'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 est3blished on March 31,1920,and was designated
as the official legal publicatior.for Washington County,Pennsylvania,by order
of the several courts of said Ccunty,dated November 11,1920;that the printed
notice or advertisement attadEd hereto is a copy of a notice or advertisement,
exactly as printed or publishe.:I,which appeared in the said legal periodical in
its regular issues on the folloRing dates:
......:!.~.~.~!.Y.~:??..?.!?..?..."~.?..?.9...
that the affiant or the corpo~artion in behalf of which he is acting is not
interested in the sU!bject matter of said notice or advertising and that all of the
allegations of this affidavit as 10 the time,place and characte::-of the publication
=_.1)11 >y IJ~----f12--~tY1.£Uu::..t:/J ~-/"Edi.t.or
Sworn to and'sub~before me this -1_.,.:.\'•i""\'/::''1.,
~;-:>~~'.~,,~t '.~'..:~,29th -70..'<,~~~-:W'--'0 '.':::::i?~:::e;~::~~;~;~.~c
Notary Public
KATHERINE C.NICHO.LAS,No:ary Public
Washington,Washington .Ce.,Pa.
My Commission Explr~s
November 1,1973
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Estate N0I
The R ster of WiHs has granted
letters,testamentary or of administration,
in the following estates.Notice is hereby
given to all persons indebted thereto to
make payment without delay and to those
having claims or demands to present
them for settlement to the Executors or
Administrators or their Attorneys.
• • •••• ••••• • ••• • •
J\PP~:aAUM.SIDNEYJ:;:'Dec'd..·',r:.ate :ot ca:Iilo;'iiia.~Washington Coun-ty,Penna.
.Exec.utor:~eatrice :So Applbaum.222o,$.;yltne';]~!,lye.;'.Cl!olI f.o rn,a';peiln·a..1 419 ;....:.;..."....''.,',.Attorney:'Oliver N.Hormell 423Thi~d ,~~r~et:,~~lifornia.Penna.'
Telegraph
....---.Under Act No.687,Appro~ed May 16,1929.
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~...Proof of PUblica~of ~tice in Browntille1•
State of Pennsylvania,
County of Fayette
Charles W.McKinley,Bus.Mgr.
p ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••of the BROWNSVILLE PUBLISHING CORPORATION,
of the County and State aforesaid,being-duly sworn,deposes and says that the BROWNSVILLE TELE-
GRAPH,a newspaper of g-eneral circulation published at 16-18 Bridge Street,Brownsville,County and
State aforesaid,was estaLlished January 27,1915 since which date the BROWNSVILLE TELEGRAPH
has been regularly issued in said County,and that the printed notice or publication attached hereto is ex-
actly the same as was printed and published in the regular editions and issues of the said BROWNS-
VILLE TELEGRAPH on the following dates,viz:'
..,"~~.~.~!~E!~9.!.~.?!?.Y:!.A.D.19 .?.~
Affiant further deposes that he is an officer duly authorized by the BROWNSVILLE PUBLISH-
ING CORPORATIONI a corporation,publisher of said BROWNSVILLE TELEGRAPH a newspaper
of general circulation,to verify the foreg-oing-statement under oath,and affiant is not interested in the
~:~~~tas~~~t~i;:.~:c:f~~eda~~a~~~:~~~f ;~bli~~:~~e::.a~.....at all tIl~.for7ngstate-,
Brownsville PubUshlng tf~~
ESTATEJN(rTlCE~~&-.,..
Estate o"~SIDNEY J.Ap·
PLBAUM (ate"of~thebOroughof
California,Washington County:
Pennsylvania..
Letters Testamentary 'upon
the above estate having been
granted'to the und_ersigned,
notice is hereby given;}O all
those indebted theretoAo make,
immediate 'payment,and,.to all
those having claims or de,!,and~
to present them for settlement.
'Beatrice Appibaum
(Executor)
222 Skyline Drive
California.Pennsylvania
15419 .
Oliver N.H.ormell
Attorney at.Law
423 third street .
California,Pennsylvania .
.,
. .26thSworntoandsubscribedbeforemethlS _.
day of :!I~§.J:Y._ ,·19 IQ
..:......vL:~~¥--..ARY.~~.~~~•••••••••••••••
MY COMMI SION EXPI~~ry Public
JAN.23.1971
Statement of Advertising Costs
....QJ.tv.§.r....N.:'!...H.o.r.m~.lJ.,....!!:t.t.Q.r.Q.E?y....§..t....l.aw
....-42}Thir.d...st.r.e.a.t _.
.·G-a·;l·i:,f.0!'f}4,·a·,.···P-eaB-s·y·l·\F-aa·:i:a····l·,S4·19·········
TO BROWNSVILLE PUBLISHING
CORPORATION,DR.
For publishing the notice or publication at-9.00
tached hereto on the above stated dates $.
Probating same $.
Total _~_$?~.9.?..
Publisher's Receipt for Advertising Costs
THE BROWNSVILLE PUBLISHING CORPORATION,publisher of the BROWNSVILLE TELE-
GRAPH,a newspaper of general circulation,hereby acknowledges receipt of the aforesaid notice and
publication costs and certifies that the same have been duly paid.
_BROWNSVILL~PUBLISHING CORPORATION,.a Corppration
Publisher of Brownsville Telegraph,a Newspaper of
General Circulation _.
By .
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If Family Exemption claimed by Petition,give place of Record:_... _
If Family Exemption is claimed at audit,give name,relationship and basis for C1aim:_~.
Beatrice B.Applbaum,wife,decedent died residing with spouse.
List any advancement or distribution on account that has been made,and nature and amount of same:
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized·elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
Beatrice'B..Applbaum
COUNTY OF WASHINGTON;SS:
COMMONWEALTH OF PENNSYLVANIA.
100%
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The above named Fiduciary or representative thereof,
being duly ,.~.W.Q.r.n._doth depose and say
that the facts set forth in the foregoing petition are true
to the best oL h-.l?!.__knowledge and belief.
...SwQ.r.n to and'subscribed before
me this..)·.5J!h day of..~:S.~p.t:~m.9.!=:.:r 19Jg.o..
Signature of Offic~@1.7~..~_:..~.
Title of Offic~r N2~.~!Y,.;P.~!?~~.~L .
..'MARIEM M~NEIL~:Notary publie
Office explres cm:nrcmrl11t;WA~Hiff6H31>l-.W.•••I?A,~••..•....•..•..•••.•
MyComm\Ssiorl'expires July 14,1973
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And your petitioner will ever pray,etc.
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Beatrice B.·Applbaum
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Estate of..~!:QN~.Y-.l~~~PPLBAUM..
Deceased
Fiduciary.J2.~.~t.:ri~.~..;J?~AI?p.~p.§..~~.
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Counsel of Fiduciary will submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:par.agraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all,Counsel in the
case.
2.Copy"'of order appointing Guardian ad
litem,if pertinent.'
3.Copy of Order appointing Trustee ad
litem,if pertinent.
4.Proof of service of above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of Will.
6.Copy of inventory and appraisemeht.
7.Proof of advertisement 'of grant of letters
if not filed with account.
8.Certificate of liens in case ar)y of the
funds for distribution are from judicial
sale of real,estate.
9.Signed and itemized elections if any
distribution in kind.
1a.copy of Federal Estate Tax return if es-
tate is s'ubject thereto."
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OLIVER N.HORMELL
ATIORNEY,AT LAW
423 THIRD STREET,BOX 637,CAlIFORNIA,PENNSYLVANIA 15419
Area Code 412
Phone 938·8970
938-2522
NOTICE OF FILING OF AN ACCOUNT
(As required by the Rules of Practice of the Orphans'
Court of Washington Count?,Pennsylvania)..
MRS.BEATRICE B.APPLBAUM
222 Skyline Drive,
California,Pennsylvania,15419
August 21,1970
,.
In Re:Estate of Sidney J.Applbaum,deceased
Place of Audit:Third Floor,Court House,Washington,Pennsylvania
Date of Audit:September ,1-7I 1970·
Time of Audit:10:00 a.m.,R.D.S.T.,
'.."~"
Dear Mrs.Applbaum:
/0-"..
I am ser_ding you this letter in order to .~omp:y with the rules of the Orphans'
Court of Washington County,Pennsylvania.
The account on the above c3.ptioned estate has been filed in the Office of the
Register of Wills of Washington County,Pennsylvania.On the above date and time,
there will be presented to the Orphans'Court ,of Washington County,Pennsylvania,
a petition to audit this account.An heir of the estate,as well as any creditor,isIentitledtonc·tice of the filing of this petition and c..udit,and,should you so desire,
you may appear there at that time.
You are not compelled to appear at the audit,but you may have some questions
on this estate.If you have any questions,please do not hesitate to write or call me.
I shall be happy to give you any information I can,and will do everything I possibly
can to answer any questions you may have.
ONH
File No.69··170
CE RTIFIED MAlL
RETURN REC~IPT REQUESTED.
Very truly yours,
~.o/
•....
OLIVER N.HORMELL
ATTORNEY AT LAW
423 THIRD STREET,BOX 637,CALIFORNIA,PENNSYLVANIA 15419
Area Code 412
Phone 938·8970
938·2522
o NOTICE OF FILING OF AN ACCOUNT
(As required by the Rules .of Practice of the Orphans'
Court of Washington County,Pennsylvania).
"..MISS JOAN APPLBAUM
222 Skylin~Drive
<iilifornia,Pennsylvania,.15419
August 21.,1970
In Re:Estc..te of Sidney J.Applbaum,deceased
Place of Audit:Third Floor;Court House,Washington,Pennsylvania
Date of Audit:S~pteIXlbeTJ.7,.1~70 .
Time of Audit:10:00 A.M.,E..D.S.'r.
Dear Miss Applbaum:
I am sending you this letter in order to comply with the rules of the ,Orphans"
Court of Was~1.ington County,Pennsylvania.
The account on the above captioned estate has been filed in the Office of the
Register of Wills of Washington County,Pennsylvania.On the above date and time,
there will be presented to the Orphans'Court of Washington County,Pennsylvania,
a petition to £.udit this account.An heir of the estate,as well as any creditor,is
entitled to notice of the filiI!g of this petition and a°.ldit,and,should you so desire,
you may appear there at that time.
You are not compelled to appear at the audit,but you may have some questions
on this estate.If you have any questions,please do not hesitate to write or call me.
I shall be happy to give you any information I can,and will do everything I possibly
can to answer any questions you may have.
ONH
File No.69-170
CERTIFIED MAIL
RETURN RECEIPT REQUESTED.
Very truly yours,
.~.'l/
OLIVER N.HORMELL
ATIORNEY AT LAW
423 THIRD STREET,BOX 637,CALIFORNIA,PENNSYLVANIA 15419
Area Code 412
Phone 938·8970
938-2522
NOTICE OF FILING OF AN ACCOUNT
(As required by the Rules of Practice of the Orphans'
Court of Washington County,Pennsylvania).
August 21,.1970
MISS DEBRA SUE APPLBAUM
222 Skyline Drive
California;,Pennsylvania.,.154B
In Re:Estate of Sidney J.>Applbaum,.deceased
Place of Audit:Third Floor,Court House,Washington,Pennsylvania
Date of A.udit:Septemb.er.17,1970..
Time of Audit:10,:00 A.M·o,E,.D.S.T.
Dear lVIiss Applbaum:,
I am sending you this letter in order to comply with the rules of the Orphans'
Court of Washington County,Pe:msylvania.
The acco·.mt on the above captioned estate has been filed in the Office of the
Register of Wills of Washington County,Pennsylvania.On the above date a:ld time,
there will be ?resented to the Orphans'Court of Wa.shington County,Pennsylvania,
a petition to audit this account.An heir of the estate,as well as any creditor,is
entitled to notice of the filing of this petition and audit,and,should you so desire,
you may appear there at that time.
You are not compelled to appear at the audit,but you may have some ql:.estions
on this estate.If you have any questions,please do not hesitate to write or call me.
I shall be happy to give you any information I can,and will do everything I pDssibly
can to answer any questions you may have.
ONH
File No.69...J70
Very truly yours,
~.o/
CERTIFIED MAIL
RETURN RECEIPT REQUESTED.
.»-,.........",.
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In tlJr Qtnurt af Q!am1lt11n 'irus af muslpngtnn Q!oumy,·
~rnnsylttania,(@rp4uns t Q!l11U1.nittisinn
ESTATE OF
Sidney J.Applbaum,
No._......6.....3_-7"-"0<--.-l......4 _
In the matter of the First and Final
deceased,Account of Mrs.Beatrice B.Applhaum
ADJUDICATION AND DECREE
And now September ;l3,19 70 ,this matter came on for hearing,
audit and distributron at this session and testimony taken;and thereupon,upon due consideration
thereof the balance for distribution in the hands of the Accountant is determined ,to be
$7~8Oj'OO and the account is accordingly confirmed;and it is ordered,
adjudgecfan decreed that the said balance be paid out by the Accountant in accordance with the
schedule of distribution hereto attached and mode a part hereof,unless exceptions hereto be filed
sec.reg.or on appeal be token herefrom sec.leg:.
SCHEDULE OF DISTRIBUTION
Balance per account --"-_
Additional credit asked at audit
Bolance...._
Deduct Clerk's Costs &Receipts _
Attorney__..........O.Jo,J.Jo,1....v.....e.r-.u.N...........H"""o.rmwg,e....'....'1
Washington County,Division of Personal Property
T.sx,per pra~cipe filed,
Russell Marino,Agent,transfer inheritance tax,
Contribution to maintain assets of estate in
kind,
Beatrice B.Applbaum,widow,residue,including
80 shares Eli Lilly and Company common s/tack,
held in kind and distributed as such at the
.appraised value,.
16..00
.¢(
22.00
11>60.00
$7.805.00,
$7,760 •00
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p;klir ~.y .r.t
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No balance fi..~
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IN THE COURT OF COMMON.PLEAS OF WASHINGTON COUNTY,PA.
ORPHANS'COUR T DIVISION
deceased.The Executrix is Mrs.Beatrice B.Applbaum and the
notation here of his filing papers.Do you hav,e any,Mr.Hana?
attorney i~Oliver N.Hormel!.Is Mr.Hormel!present?I have no
\\IeI
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IN RE:
ESTATE OF
SIDNEY J.APPLBA UM,
0:~Deceased.
>.I>Go2"
2
IIII
2
~BEFORE:
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.,:~APPEARANCES:I:UlQ..cUg TIME:.,
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ai~THE COURT:
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MR.HANA:
THE corn T:
)
)
)No.14 of 1970
)
)
)
)
FIEARING ON'AUDIT
THE HONORABLE P.VINCENT MARINO,Judge
of the said Court.
OLIVER N.HORMELL,ESQ.,.of Califuinia,Pa.,
representing the Accountant.
'"Thursday,September 17,1970,at 10:00 o'clock
A.M.,EDST.
Number 14 of 1970,the estate of Sidney J.Applbaum,
No,Your Honor,no record at all.
We have five audits in which Mr.Hormell reprel ents
the estates.We will pass these audits for the moment and we will list
them for consideration either later today or possibly tomorrow after
we contact Mr.Hormell's office.
** **.** * * *
.,--J 2
(At the close of the call of the audits for tI:e flay,the following occurred);
THE COURT:Number 14 of 1970,the estate of Sidney J.Applbc urn,
deceased.'The Executrix is Mrs.Beatrice B.Applbaum and the
attorney is Oliver N.Hormel!.Mr.Hormell?
MR.HORMELL:There are no problems in this estate.It consists
of stock which the Administratrix,being the \bemeficiar~of 100%,
elects to take in kind and subject to her paying what other expenses
is a tax on that Eli Lilly stock which is admitted to be correct.And
I have so stated in the Audit Petition.
are enumerated as a result of adjudication.
Property
Yes.I'm sorry,Your Honor.That is true.Ther
Is there anyone else in Court interested in this
We have a notation here dofa Personal
Tax that is due.
<2CI>
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ie-THE COURT:
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~.g MR.HORMELL:
II:t-'!!!
Q...c(uo:J""5THE COURT:
:
aiII:r!decedent's estate?
II:oII.~(NO 1'REBE0.,NSEl ) .
I--II:
:J8 THE COURT:The audit of this account is ordered closed by the...c(
Uii:Court ....o
(AUDIT CLOSED)
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OFFICIAL:COlJRT ijE'PORTERS.27TH .lljOICIAL DISTRICT.WASHINGTON;PENNSYLVANIA.I,. .~~
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RU-,C"fl'p'.I 00'~LL~.1'1A,dN
REG 1ST !:.l~0F WI LLS
WASH INGTONCq..PA .
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Form No.RCC·62 (2·641 THIS FORM REQUIRED.IN ALL ESTATES WITH ~'!ASSETSUNDER $10,000,qNDER SECTION 701 OF ACT OF JUNE 16,1961,J
EFFECTIVE JANUARY I,1962.(FILE}N DUPLICATE WITH COpy OF W.ATTACHEDl...
OFFICE OF THE REGISTER OF WILLS
k
County of ..W<;ip.4~I}g19P..
.....:$·AA~-r...j.;~·~.:a..,,,~,P.l;>!9~~IP.·of .~??~~'y'~in~.l?r:i~~J••~.a;~i!~.r:J?~~~.:r.~I!p..8:•.....
(Name)(Address)
.sworn..Executrixbemgduly.accordmg to law,deposes and says that he IS the _
.(Exec.,Adm.,Legatee,Etc.)
of the estate of Slgngy._J_t.__Ap.P.1g_~~m ..whose last residence was ?.~_?__SJ.5..Y_Un~-J~r~-Y.:~-----------------------(No.)(Street)
CaliforniaJ Pa..'Nov.26,~)969___________________________________________________.deceased,and that the whole of the estate of said decedent,who died _
(City,Botough or Township)(Date)
consisted of:
REAL PROPERTY
REAL PROPERTY IN ·PENNSYLVAYIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN(!)ES UPON EACH PARCEL AT DEATH OF DECEDENT,
WHERE PROPERTY HEiD'AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.
Real Estate Estimated
Value
NONE ...
..
,
P~rsonal Property
.~..,.
80 shares of Eli Lilly and Company 0 common stock 7,760.00
-
...--..,..
,..,
._.-
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,._.....,.
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69-1 70
NOTE:You may expedite the processing of this return by filing with it,and as a part of the return,
letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the
.decedent as of the date of death.Such letters must be signed by a responsible officer of the financial
:institution or mortgage holder and indicate clearly amounts of principal and intereE?t in the decedent's
account at the date of death and the type of account,account number and the exact name or names in
which the account is registered.
Jointly Held Property .'.9'.Estimated
',-'Value,-
'""-
NONE
t
,
.,,
-
Transfers within TWO YEARS Prior to Death
NONE
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 RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
NONE
BENEFICIARIES
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-children or DECEDENT TENANTS OR INTEREST OF
(State full names Of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARY
an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
Beatrice B.Applbaum wife yes 100%
222 Skvline Drive California.Pa.
-oan Applbaum daughter yes
222 Skyline Drive,California,Pa.
Debra Sue Applbaum daughter yes
222 Skyline Drive,Califrnia,Pa.
.
.,-
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...4
RESIDENT IfECEDENT DEBTS AND DEDUCTIONS CLAIMED
NOTE'~List first five items in the spaces so provided observe notations thereon and instructions..,,
DEBT OR CLAlM NATURE OF SAME AMOUNT THIS COLUMN
iKEGISTER ONLY
Funeral expenses paid $$
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
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..?~?~~Y.~~J?-~'p~~y~.
(Street,Number),
California,Pennsylvania..
(City or Town and State)
db1~..~.:.~M~(Executor-Admin'i:t1j{or)Subscribed and sworn to before me this .
z.a~J'h~70..............;t...•:-.'.'..day of '.'.:-;-'-1/',19 .
&ftu·,.;,r-...."i?..~_."f '........//·~·.~Nar~lf!, .
.',<':r':~AlIFORNIA.WASHII\!GTON CO.•PA.
My Commission expires July 14.1973
Note:The estate agrees to adv.se tl:e Register of Wills if the amount actually paid in .settlement of any fee,.commission 01:debt·is greater
or less than the estimated amount claimed and allowed.
Having been duly sworn acco..r9}T,g to law,I d:JZ7he.@certifythattheaboveappraisementismade in conformity with law on this
.................../~.~.dayof ~.i ..~.~,19.~?cJ.a-":h Q'··.~£.··..····.·········..~·if~~Appraiser
In the event that any future :nterest in this estate is transferred in possession 01'enjoyment to collateral heIrs of the decedent after the
expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer'inheri-
tance taxes at the lawful collatei1'al rate on any such future interest.
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly electecl Register of Wills in and for County,Pennsylvania,do respectfully
report that I have allowed debts,and deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount
is set forth in the last column to the right in said schedule above,which greater or lesser amount represents the sum allowed as a deduction.
Dated:.
Register of Wills
Form No.RCC-62 (2-64)
#'}
!Will
Administration INo...1.1 ....Year 7.tl..;
IN THE
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MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
....~~QN~X..J,.AP.I;\[-tl?A-P:J.Y.I;••••••••
Peceased
Late of California.............................................................
Wsmno+on ~1'j;County of --'~.~:C=:>•••••••••••»P1 :::0 -""',,.<n-G")C C-.,,_><__,.
I""::"(f).---~
Commonwealth:tif P"eIUlsylvania'
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REPORT=kND~APPR-AISi\Lo__p:..;:r
C>~::Xl.;;=:;.:-u r-~-
!>cn CJ
I OLIVER N.HORMELL
Attorney at Law
423 Third Street
California~Pennsylvania
15419
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RCC-SI (2-64)
~COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF:COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOTICE OF FILING OF APPRAISEMENT
NRS.BEATRICE B.APPLEBAU}1
(Executor ~D@O'
IN YOUR REPLY PLEA.E
RIFlER TO 38-34-6
/
In Re:Estate of S.,:..I_D_NE_'_Y_J_._A_P_P_L_B_A_U_M_---...,_....,...._
iATASHINGTON C 63 70 14__________~ounty -File No.--
Dear Mrs.Applbaum:
You are hereby notified that the origianl
appraisement in the estate of Sidney a.Applbaum
has been filed in the office of the Register of Wills QfWash:L.ngton
County on J~y 10 1970.Said appraisement reflectsth~
following valuations:
Real Estate _--'--,.._
Personal Property ~7~.u7~6~0~.~OO~_
Transfers __-:...=-'=""'"~=....,....--
Total --..,.-_;...!,7~,..!..7..::.6.::.0=-.0::;.;0::...-__
.As to such ~ax that is paid within three
death,a five (5%).percent discount is allowable.
remains unpaid after one year from date of death~
of six (6%)percent per annum is charged.
months .from date of
As to any t~x that
interest at the rate
Any party in interest who is aggrieved by an appraisement may
appeal there£rom as provided by law.
Da t e J::.,.ul==-yr...,.·-=I:..::0J.-,-=I.!-97l..;0:........-----
DATE OF DEATH:November 26,1969
Note:This is not a bill.
•RC€~9 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of APPLBAUM,SIDI\"EY
(Last Name)(First Name)
J.
(Initial)
DATE OF DEATH_ll_-2..:...6:..--_6.:...9_FILE No._.......:63.......:-_7_0-_14.......:......._
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of vfashington
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"..
07-10-70
11-26-69
Dated:------'---:::-:;,.-:;::<7----7-;;;----
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for County,Pennsylvania,do respect-
fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum
allowed as a deduction.
Dated:_
REGISTER OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED
$$,-------,---ll----
60 00 60 00
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint -Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
60 00 7 760 00
VALUE AS REAPPRAISED
$-------+--
CLEAR VALUE OF ESTATE
Valuation of life estates or
annuities ...................$E t=1=ESTATE TAX ASSESSMENTS $
FOR USE OF REGISTER ONLY
Tax on $~
Tax on $I 6~o'
Tax on $--------...;-t,
fiXM$,lK
Tax on $I 15%
Exemptions I *
Total Estate ,.'I
TOTAL TAX
COMPUTATION OF TAX
$--------+---
$--------+---
$---------4--
$-------+.--
$-------+--
$..1-__
(*)As evidenced by Charitable
Exemption Certificates issued
by the Secretary of Revenue.
Less tax previously paid
BALANCE
Less 5%of tax if paid within
3 months after death :::::::::~t==
BALANCE OF INHERITANCE TAX DUE $~
Add interest a\~ate of 6%from $L
AMOUNT OF ESTATE TAX ASSESSED $------IL-
Estate tax paid $---Jl-
BALANCE DUE $----.Jl-
Add interest at rate of 6%from t=
------Ito-----$--------1
TOTAL TAX BALANCE $------IPAID$-J
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 IN
Administration ~o.
IN THE
......Year
.....
MATIER OF THE APPRAISEMENT
OF THE
ESTATE OF
..~}:l)~.tT.~;..A:P.:pG;13!tlJN... .
Deceased
Late of ..~CALIFORNIA............................................
County of .vJASHING.TON .
Commonwealth of Pennsylvania
REPORT AND 'APPRAISAL
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.............................~.~y...)~p,?.....f.:~.79......................,.cOMMONWEALTH OF PENNSYLVANIA 'nATE
DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ....................~9.:.:?.~g~.~~...................................COUNTYBlJREAUOFCOUNTYCOLLECTIONS
HARRISBURG,PENNA.17127 APPRAISEMENT
'FILE NO,.................9.3..::.79::.J.!±................................................
Whereas...........................§J.9P.~.....~.~.....Ap.p.~~~...........................................................late of California...............................................................................................................
in the County of ...........................w.9.-.~h?::pg~P~............................................................................Commonwealth of Pennsylvania.having died on
the ..............................................?~....~ti.................................day of ......................~?y.~~'?~.~.............................$9 seized and possessed of estate I19............•an
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,.............................W.R.......Chaney...................................................................,an appraiser duly appointed according to law.
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fi..'{
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 l1fe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.
Unit AppraisementDescriptionofAssetValuesMadeforInheritance
Tax PurpOles
$
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PERSONALTY :
~O sh::tres of Eli Lillv and Comoanv conunon stock 7,760 00
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Total 7.760 00
Having been duly sworn according to law.I do hereby certify that the above appraisement is made in con-
formity with law on this ...............................................................day of ................................................................................................................................................19................
....................................................................................................................................................................
Apprai8er
..................................................................................................................................................................(Number and Street)
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\r'!ASHING'IDN County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
$.mN:rr.:x ~..!.A.P.P.J~;i;3.AY.IYJ:..
Deceased.
Late of
.CALIFORNIA......··········1···.·..
Date of Death November 26,1969J•••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••:••••••••••••••••
Appraisemel!t Docket Vol.,J.?:...\.
Page,.34~.6 No 6.3.-:::.70:7.14 ..
Filed in Register's Office,J.uly l...Q.,19.7Q ..
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote abo.ltt Appra.isement,
Appeal f,.om Appraisement,.
Entered and charged,..
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AND AGENT OF THE COMMONWEALTH
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Register of Wills,Agent
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OEoucno"mow,~.,"{I
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THE SUM OF $;J..:..'..
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STATEMENT OF DEBTS
AND DEDUCTIONS
COUNTY
OFFICE OF THE
REGISTER OF WILLS
WASHINGTONOF
Form RC C·10'
AcetoNo.
ESTATE OF Sidney J.Applbaum LATE OF California
DATE OF FILING APPRAISEMENT _J=.....:;;u=.:n:.;;e--::.1..;:.9J,.,--::.1..:::9...,:7...;;0...;..__OATS OF DEATH __N_o_v_e_m_b_e_r_2_6...:.,_1_9_6_9 _
l.v,_B~e:.::a::.:t:.:r-=i~c~e:....=B~•.....;A~p~p~l:::.:b::.:a=.;u:::;m~~~__-__HEREBY CERTIFY.T'HAT.TO THE BEaT OFI,
DATE NO.OF ..A }!fMJi.OF P~t Ih ..~.+:-FA/V J (JIJ REMAR5.S'j AMOUNTVOUCH",".,-..
'f'':t'<VJ("~...''''f'-VVtJY"V 'V"",.~""'.......-vy-l~"""V,.,"','"V'"fl'Monong~ie1a Hospital special duty nursing costs 2,790 00
Monongahela Hospital medical services 281 25
Califfie &Greenlief ambulance service 35 00
Dr.ToG.Sanners,Jr.services,urologist 15 00
St.Francis GeneralHospital medical services 4 07
Caleffie &Greenlief ambulance service 35 00
Centerville Pharmacy drugs 56 59
Standard PhysicianI s Supply wheelchair rental 33:'92
Rehabilitation Medicine Assoc.St.Francis Rehabilitation Center 1166 00
Rabbi Goldwater services 25 00
Temple 0 'Have Israel services 25 00
Congregation Agadath Achim services 10 00
Varsity Fund leg brace 175 00
Dr.Underwood services 10 00
Russell Marino,Reg.of Wills letters testamentary and three 12 50
short certificates
Washington County Reports estate advertising 14 00
Brownsville Telegraph estate advertisine-9 00
J.Harrv Johnston Funeral Home funeral services 940 00.Holy Society of Uniontown cemetery lot 780 00
Kohel Shomer Hochomos services 25 00
Centerville Pharmaav drue-s 11-1-69 to 11-26-69 51 00
Russell Marino,Reg.of Wills filing inventory and balance 7.50
on letters
Washington County Bar Assn estate fee 10000
Oliver N.Hormell at:t0rney fees 485.00...•
COMMONWEALTH OF PENNSYLVANIA II..IA I....,~Wi 't 1/'.-1 ~•J oq -/"£'1 ~6-;'i1¥6.~}ss:..-,,-
Washington :fi1'~Jl_~~.d ~::r:r;;,/719 /O,6~COUNTY OF ........",-'"'TI ,f'1J
MY KNOWLEDGE AND BELIEF.THE FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS.FUNERAL EXPENSES AND EXPENSES OF
ADMINISTRATION SUBMITTED TO THE ESTATE OF Sidney J 0 Applbaum DECEASED.AS DEDUCTIONS;POR
INHERITANCE TAX PURP08ES.~.-..J 'IS ~/_~~~._()..fU~(L.S.1
SWORN AND SUBSCRIBED BEFORE ME THIS c2 -DAY Of"Beatrice·B.App aumJuly1870
~?n nA..4---/-
MARl EM M.NEIL,Notary publie
CALIFORNIA,WASHINGTON CO.•PA.
My Commission expires July 14,1973
69-170
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.DEPARTMENT OF REVENUE
"BUREAU OF COUNTY COLLEC'iIONS
HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE F..e..b.rua.r.y 2.4..,.1.9.7.Q I .
UNTY WASHINGTONco ..
FiLE NO 9...3..:::..7..0.:::1.4 ..
CALIFQRNIAlateofSIDNEYAPPLBAUMWhereas,...............................-..................................................................................................................................................................................................................................
in the County of ........................WASHIN.G.T.ON.......................................................................Commonwealth of Pennsylvania,having died on
the ...................................2..6.t.h.............................................day of ....................NO'VEMBER.......................19......6.9 seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,w.R.CHANEY an appraiser duly appointed according to law,.......................................................................................................................................,
having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:
In the event that any future Interest In this estate Is transferred In possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral rate on any such future Interest.
Unit AppraisementDescriptionofAnetValuesMadeforInheritance
Tax Purpoles
$,.
JT.HELD PERS.:
.It:Sav A~~t:./J.C.OOA hpl(f in t-hp P~--....I"'It(l~H NA'J'T()Nl IT _.
BANK CAl,lfl'OHNIA UIi Ii'Il:li~CAT,IIi'UHN fA PA in "'nlll n~mlllC!
of SIDNEY APPLBAUM IN TRUST FOR .lOAN APPTIUTTM ()oJ-
8-12-57 Balance as of dat:p of (fp;lt'n $~C;()R l()
FULLY .TAXABLE 3 501 10
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fonn~;v~~hbl::::~h~w~~~r;t~~~'~.~~e~~b~~~~~~~t~~~i·~:se~ent:;.7~de 1~2'b...-~....................................................................................·......,.·..........·..............·l·~..·..........~A lser..................................."J'........................................................Y9.......................................................
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WASHINGTON Cownty
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
.............................$Jp..m;x A.P.P.L..8A.Q.M .
Deceased.
Late of
CALIFORNIA
Date of Death,~~y...~:??...L ..J~.~.~
Appraisemel!t Docket Vol 38,.
Page,~.'?!:.~:N o..§..~.~.7.Q.~1.4 .
Filed in Register's Office,~.:::.~.4:::::J9 7.9
A'mOunt of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abDout Appra.isement,
Appeal ft'om Appraisement,.
Entered and charged,.
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RUSSf.LL ~~;~HIN0
REGISTER OF WILLS
WASH-I-NG10N CO,!PA.
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IN THE MAnER OF THE AUDIT -OF ACCOUNT
I,n re Estate of Ap.p~~,,:.~1AA'Y..cT.•...~No 1Q~~:.,_J.~..~Term,19...1~_:"AA
Mr6~~..;e.$.~~n.Q.~.~•.:.Ap.P.~~~~:.~,..,,_.~__9¥~~..~~.~.~~~~I.:.~~~1.~'
_'.Nav.-26 -.-196',-......~.'Date of death _..:.I _Date of filing Inventory Appralsement !une..22,...19.1.0 ,.
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TO THE AUDITING JUDGE:
Enter"my ap:Jearance for .Personal Prop~[ty Tax Due Washingtq!1 Cour:ty,viz:
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I TE M Valuation
I1910'.---
F.1i I.i"v &Co....c'80 sh at 103~8240...,."
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1969 ,,.-,76..50.Eli Lilly &Co ..C ,80 sh at 6120.
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El1'Li]Jy &C<:i.C '-.-80 sh at U>4.50 8360•....-,-.
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~,-80Eli'LillY &Co C sh at 87.S0 -7000.
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Eli Li11v'&Co..C 80 sh 'at'8h.12'i 6730..
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'R1"'T..."'IF -Rr (1,.."n Rn ilh a't 62.I.ek\
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Year Inventory Ass~ssment Valuation 12%Assessment Tax at 10%Collection 6%Interest Total ClaimAppraisementReturnedPenalty4MillsPenalty,
19.70 8240·,None 824CJ)-"32.9~3.29 ..36.2S
19 69 6120 Doha 6120 ,-24.4E 2.16 2.93 29.86
19 68 8360 None 8360 ~~AJIJ 3...3L.6.02 112.80-19 67 7000 Nene 7000 28.oc 2.80 6.72 37.52~
19 66 67~O None 6'730 26.9~2,.69 B_07 ~7a'B-19 I...t:.••ol...n 'tJrTlA .,o{..n -'0 fU ,.QR 7 _,1.I}A o~
Please make check payable,to Washington County Personal Property Dept.TOTAL CLAIM ma07 .
The foregoing is a statement of all items taxable as they appear in the Inventory Appraisement,Affi-
davit or Assessment fil-:d for the purpose of determining the Personal Property Tax on said Estate.
.....2n4 day of:..IIJIb..S~pt•...........19.10 .A,V.CAPANO,Solicitor
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APPLBAUM,SIDNEY J"
AUDIT
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