HomeMy WebLinkAboutOC1970-0027 - ESTATE OF ZOLLARSPETITION SUR AUDIT
IN THE ORPHANS'COURT OF WASHINGTON COUNTY
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Testate Form
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SHELDON ZOLLARS,a/k/aEstateof .
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Deceased
No 6.3.::.7.Q::21 .
Fiduciary Mar.y,..Ma.r.tha Zo.llars..,..
..................Admi.n.i.st.r.a.tr,;i.x.,C.•.'r.•A.~,
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Decedent's death D.ec.emher...2.7..,l9.69.:Grant of Letters J.anua.r:y 9.,l9'1.Q .
This is the.~F-i.r-st...a.~d F.i-na.1..............•..........:account filed in this estate
If there have been former accounts filed in this estate,list file number or number and term .
Election to take
Under ~~kwill.(c'ross out one)
Date Election Place of;
Filed Record .
Name of surviving spouse ':":.::::-::".::.
List issue,where material:
Mary.Martha Zollars -Daughter
Did decedent marry after execution of will?(inditate~*~No.Any children born after execution of will?(indicate)
'me No.If answer yes,nam~them .
--__- _-- -..-_-_- ---_-_..-.-.-.
Legatees
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Rel~tionship Interest .Fid.uciary,if deceased or not sui juris
Mary-Martha Zollars
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Daughter Residuary Legatee
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-List,if exceptions to above:
None
If partial intestacy,give facts:
None
Adeemed:Revoked:Lapsed:Abated:Give Cause:
Notice to interested parties.Have all parties,having either vested or contingent interests and all crediors entitled
to notice (Court Rule No.9 paragraph C:Section 6:Subdivision c)'received written notice of the filing of the account
andjof call of audit?.Yes.~;x .
If ..,any exception give'cause::.
File copy of Notice .
and date of mailing Mo:v.eItlbe.r:..~8.,.L9.:].O'_~,.
.No.'..Is estate subject to the filing of a Federal Estate Tax Return?c_•••
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Actual payment made on Pennsylvania Transfer Inheritance Tax.Amount $2.~.6D.O'..:.O'O .
Jf'th~Will makes any portion of estate subject to a life-estate,give name a~d birth date of life tenant .
..........................,~~.~~.
Give Names and addresses of "all 'u;-poid creditors who are legally entitled to notice,together with the amounts"
of such claims;state whether they are admitted to be correct;and whether the claim is denied.
"None
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Give reference .to'sucn.parts of the will as require interpretation by the Court;a reference to all questions re-'t"".~..".!I .•
quiring adjudication,and a statement of any other facts deemed r:Jecessary for the preparation of the adjudication:
None "
$15.#.D.49.•.9B..
General Motors $'89~25Ci~ie~S~r~{ce''82.50
tJ ~S.Treas •Bonds 34·4.00
Signet Cb:rP.··li~•.50
$lOO •.08
126.00
148.50
206 ~00 .
Balan~~for distribution per account,
Itemize qny additional debits not shown by account:
Dividends
Williams &>Co~.
Colurl:>ia Gas "
Anch9r Income Fund
Helme'Products
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I .
Total additional debits (Add)
Itemize any 'additiona'f creciits not shown by account:
. .~:.··_·T.·:···_..····...............•$1,208..83
.,.16'~258':8'l
Reg.·of.Wills ,Penna.'Inh.Tax
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2,600~00 2,600.00
Total additional credits'(Subtract)
Balance .for·distribution
$-.------
$13,658.81....----..-_~
...
..rIfbalancefordistributionishotincash,list'each item held,in.kind;giving"appraised Value (or distribution Value);~r J ~•
General Moto~s Cbrporat1on
colUIpbia Gas'Syst~m,Inc ..
Signet Corporation
Anchoi-Income:Fund,Inc~H~l~eproducts,:Inc.
Salem 'Brosi'us'.'.
titi~s Service;C~mpany
Pitt§burgl1 Fairfax Corp.
Wiiliamsand Company .,"~,.
-35 Shs.Cornmon Stock
-100 Shs.'C0~O~sto'ck
...:.50'Shs ~'.$3.00 Cum.'Pfd."
--55.0 ~hs.Cap.~StbC:'~;~';'
-206 ·Shs •Com.\stoCie.
..4 shs:·Com.:stock·
-50:Shs".:Com.'.stock
5 S~~·;Cap:sf~c~,
-139 Shs.Com.,St0C~....
(
$2,394.00·
2,546~00
1,487.50
4,~51.00
3;578~22
20~~!6.(02,07J'~:"5'O
275;00·
1~946.00 i
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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 Claim:: .'..
,To be c;laimed at'Audit.,byMary Martha ZoLLars,'daughter
and $ole surviv~ng issue of decedent and a member of his household at his death.
List any advancement or distribution on account that has been made,and nature and amount of same:
'None
Suggested distribution of balance shown,both as to principal and income,attaching signed and itemized elections
to take in kind if balance is not in cosh:residuary shares being stated in proportions:
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,Mary Martha Zollars -Daughter,-Resid~e:of pstate .
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COUNTY OF WASHINGTON,SS:
COMMONWEALTH OF PENNSYLVANIA.
And your petitioner will ever pray,etc.
to the best oL he..I:knowledge and belief.
~....-~......-
The above named Fiduciary or representative thereof,
swornbeingduly __.-doth depose and say
that,the facts set forth in the foregoing petition are true
...............Sw.or..n to..and subscribed before ('..\.,<",:--,,,,,..t&t{',~.,_.d3.~.:_'-'.-;,\.:i;."Iv 7l/dcq 77J~
me thos....U2 .dQ:Y,Y~~g;.<'~""'~"7-0'..:..Ma.i~i ..iiai.tha...zo:ciar.,,:;.'A:.,.~••-G••.c;.••-.I.•:z..:A.•••:.."••/•••••••••••••••••••••
Signature'o!Offlcac.~~;_..?::.6~~Administratrix,.c.t.a .
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Office expi res /L:;-:~C..::.2..£4......................
..........................................................~~..
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No.63-69~166
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Estate of..?-fI.~~.P.Q:N...~.Q~.l.!b.RS.i....aLkLa...
GEORGE'BHELDON ZOLLARS~
\.Deceased
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Fiduciary....Mar.y...Max::tha...ZoJ.1axs-r-••_
PETITION SUR AUDIT
FROM WHERE DECEDENT LEFT A WILL
Administratrix,.d.t.a.
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Counselof Fiduciary wi II submit herewith the
following,in conformity with Court Rules
adopted effective December 3,1951,being
rule No.9:paragraph b-c;and divisions
thereof:shown on pages 23-24.
1.Written praecipes of all ,Counsel in the
case.'
2.Copy ot order.appointing Guardian ad
litem,if pertinent.:
3.Copy of Order aippointing Trustee ad
litem,if pertinent.
4.Proof of service of-above.
5.Letters Testamentary or Administration
C.T.A.or an attest copy of Will.
6.Copy of inventory and appraisement.
7.Proof of advertisement of grant of letters
if not filed with account.
8.Certificate of liens in case any of the
funds for distribution are from judicial
sale of real estate.
9.Signed and itemized elections if'any
distribution in kind.
10.Copy of Federal Estate Tax return if es-
tate is subject thereto.
:7~~4-;;;;:._~=_~_~~_sa&-4;r'~'-:'_-----~-'-'--'Attorney
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GREENLEE,RICmv~N,DERRICO &POSA
325 Washipgton Trust Building
Hashington,Pennsylvania.
15301
TO:Miss Mary Martha Zollars
R.D.#1 -Box 286
Be~tleyville,Pennsylvania
..
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Dear Mary Martha:
November 18,1970:
In Re:Estate of Sheldon Zollars,
a/k/a George Sheldon Ze>llars,
_____________,deceased.
You are hereby notified that t~e accounting in the
above estate has been filed at the Reg~ster of Pills Office (Clerk
o'f Orphans'Court)at No.63-70-27
The Orphans'Court will audit said account onwednesday,
De_ce~:-=-1~~_~9~~_at 10:00olclock,A .M.,at l17hich time you
may be present if you wish.We shall be in attendance for the
estate .'
It will be several weeks beyond this date before dis~
tribut~on can actually be ordered.
Very truly yours,
GREENLEE,RICHIvIAN ,DERRI CO &POSA
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I,R.~~~.~~.t.~~I'.~~.O'Register for the Probate
.of Wills and granting Letters of Administration,in and for the County
of Washington and Commonwealth of Pennsylvania:I
1 ~To ~~.ry ~.~.:r~.~~4.Q.~)..~.r~:.
AdministratriJr>f all and singular,the goods and"chattels,rights and
credits ~~mrJ{rh.R.7uisi.lfJXck,which were of ~t>..~~.d.~~..~.o.~.l.a..r.~..
Ei.k.a....G.~.o.~g~~l1.~~.d.q~..~.o.~.1.Ei~~late of the said C~zmty:
deceased,with a copy of deceased's will annexed,GREETINC;S:
Whereas,the said .~.tlEa.1.~.0.11..~().1.:l~.r.f3 ...Ei.~Ei ...<;J:Ea9.r.g~...~ll.~~.d.()z:1:..~.911a rs
.his'l'f t'd his 1 t W'll d T ..t'."'.m t e tme,ma e as t an estamen tn wrztmg,
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which was duly {Jr01/ed on the ..9.t.tl.·day of ..J~Ill1.a.I'y.A.D.,I ..97.()having,whilst
...h.~.s live.d,and at the time of h.j.J~decease,divers goods and chattels,rights and credits,with-
in the said Cour-ty,by means whereof the full dis position and power of granting letters of adminis-
tration thereof,is manifestly known to belong to me;Therefore desiring that the goods and chattels:
rights and credi~s which were of the said deceased,and which ~1m!IDux~K~may be well
and truly adrni1-;istered,-converted and disposed of according to the tenor and effect of the said de-
ce~~ed's will and according to law,I do hereby grant unto you the said .
............................~a.I'y...~a.!'.t.h..a.~.()~JEi.r.~.
,.
...........................:(in whose fidelity in this behalf I very much confide,)full
power by the te-:1or of -these presents,to administer the goods,chattels,rights and 'credits ~3
~1I~~~which were of the said deceased,within the said Cou'nty,as also to ask,collect levy:
recover a'nd receive the credits whatsoever of the said deceased,which at the time of .:.hi s ...death
were owing,or did in any way belong to..l1JDlt...and to pay the debts in which the said deceased
stood obliged,so far forth as the said goods and chattels,rights and credits will extend,according
to their rate anJ order of law;especially of well and truly administering the goods and chattels,
rights and credits .:»X1llJI~xUx~which were of the said deceased,according to the
tenor and effed of said deceased's will,and according to law;and making a true a-lzd perfect
i;wentory and·conscionable appraisement thereof,and exhibiting the same into the Register's Of-
fice'at Washington,on or before the day of .next,en.suing,and also a
true and just ae~count,calculation,and 1'eckoning of your administratio'n,upon your solemn .
.....()Ei.t.l1 to render at the expiration of six months,or ~uhe'n legally thereunto re-
quired;and I do by these presents ordain,constitute and depute yOil,the said ....
..................:Iv1Ei.r.Y.lVIEi.I'~h.a.~C?~~.a.I'~.
administratrix of all and singular the goods and chattels,rights and credits,which
XrJfl1l.lRX7Jwml1fD:l;iDM and which were of the said deceased,with a copy of said deceased's Will an-
nexed,within t!:Je limits aforesaid;saving harmless and forever indemnifying me and all other of-
ficers against all persons by reason of your ad11zinis tration aforesaid,and saving all others their
rights,&c.
lJu Wrntimnuy lJ~rrrof.I have hereunto set m,y hand and affixed the seal of said office a~
Washington,the .l4.t.n.•.....day of J.~n.~a;r.:'Y in the year of our Lord
one thousand ni~1e hundred and $~:v:~n.ty .
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Register.
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Letters Of Administration
ml;x~x:H.C.T.A.
ESTATE OF
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LAST WILL AND TESTAMBNT
1,Sheldon Zollars,of the Township of
,Somerset of Washing ton County 8l1d Sta.te of Pennsylvania,
;being of sound mInd,memory and understanding,do herebyI.make and publish this my-last Will and Testament,hereby
trevoking an9-cancelling all former Wills by me at any
time heretofore oode e .
1.I direct that all my just debts and funeral
expenses be fully pa.id and satisfied as soon as
conveniently may be after my death.
2..1 hereby give,devise and bequeath all of
my pr.operty,whether real,.personal,or mixed to ~y wife,
Almeda 2011a rs.
3.Should my wife,Almeda Zollars,'pre-dece!'lse
me,'I do hereby.give,devise and bequeath all my property',
whether real,personal or mixed to my daughter,Mary Martha
Zollars.
4.I hereby name,constitute and,·e.ppoint,
Almeda Zollars,to be the Executor of this my Last Will and
Testament.
IN WITNESS WHEREOF J:~Sheldon Zollars,do her'eby
set my hand and.seal this 21st day of December,in the
year,of our Lond,nineteen hundred sixty-two (1962).
.~<f~~4/·(SEAL)
We the undersigned witnesses
names and affixed our seals,
and in the presence of each
have hereunto subscribed our
at the request of the above
pher.
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Affiikauit OBf iExrrutnr ®r Altmtntatratnr
~tate of 'enn.ayluauia }
Cltounty of lIas4ington ss:
Personally before me,the undersigned authority,a ~.Q:t.~.ty__._~@J;i,..~in and for said
County and State,appeared _..J\1~_~y ~!?:~.th~_..?;.9.J.;I;.~:);_?-__..___.._.. ..who,being duly
sworn according to law,deposes and says that a~e is the execut¢ior ~~~~~of the es-
tate of .S.J::H;!.ldQn._.Z_Qllar.s9.aJk:?.~/.~~Efl~ce~red~<tItatath~foregoing'schedules constitute a
.'.Sheldon Zollars,a/k/a Georgecompletemventoryandappraisementoftherealandpersonarestateof!-Sheld0n---g.el.la£-s...,
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
ci und~rsigned.to be the fair value of said items as of the date of the decedent's death,based upon a~.§~.ustapp'raise~e~t of each item made b:.th~ve.n~~ed Execut;0r-txA~._.
~N . .Si:0rn and J~b.s~0ribed before me this ..~c?""""''''}''oW·---vn:;J!.
:I:~,~i':o{C)?:4??JL J/2..~...'.~.:~~.!...I..~.~.i~·Y~"'·......~xecut#~~·~~
~~]-.>.·;.\·~,,::J;I ADDITIONAL INSTRUCTIONS .,.~~.§1:''An invent~t~'''~ust be filed within three months after appointment of personal representative.
:I i i 2.A ~uppmmental inventory must be filed within thirty days of discovery of additional assets.
I~B~.·3..1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
.Ove~..$10,000,including.Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
chidih'g 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
3Jnufutnru aub Appraisement .of the goods and chattels,rights and credits 'WhichSheldonZol~ars a/k/a . .
were of Geoxge SJ::leldon Zo.l-lar.s late of Sorner.S€·t..·Township · .
Washington County,Pa.,taken and made in conformity with the above affidavit.
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Personal Property
Stock
DOLLARS CENTS
.".
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General Motors Corporation -35 shares common stock at
$68.40 per share
Columbia Gas System,Inc.-100 Shares common stock at
$25.46 per sha~e
Signet Corporation -50 Shares $3.00 Cum.Pfd.
at $29.75 per share
ri.nchor Income ·Fund,Inc.:550 shares capital stock at
.$8.82 per share
Helme Products,Inc.-206.shares Common stock at
$17.37 per share
Ealem Brosius 4 sha~es common stock at
$5.15 per share
Cities Service Company $0 ~hares.common stock at
$41.47 per share
Pittsburgh Fairfax Corp.5 shares Capital stock at
$55.00 per share
Wi~liams and Company -139 shares common stock at
$14.00 per share
2,39 I 00
2,546 00
I1'481 50
4·,~5ffi.tjO. I
3,57$22
I2lil 60
I2,073 50
I27$00
I1,94~00
~.19,11:1.82
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Inventory and Appraisement
...\;'",IN THE ESTATE OF'·
"";:S'fIELDON ZOLLARS,a/k/a~~",/;·t 1\'";GEORGE SHELDON ZOLLARS:;..~>;.;:;__•~l ~.."•.•_.~:'•••~~••.:;~•••••••••••••••••••••••••••••••••••••••••••••••••••••.•••••••••••••
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'Filed ,
Greenlee,Richman,Derrico
&POSel.
325 Wash±ngton Trust Building
Washington,-Pennsylvania
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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 cis s.he..verily believe.
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Washington County,ss:
,......,....
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 Qnd Rule of Court,as evidence by proofs
thereof filed to No b.3-::.Z0.-::.7Y:D .
_Witness my hand a~d official seal thiS J.O"f....u .
dayof.~~19.2D -..~94l~.
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REG ISTEf(OF WILLS
rIA~HINGTON CO.•PA.
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The Court is respectfu)h requested to d
proper distribution inAffis estate,
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IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA.
!IN-THE'MATTER OF THE FIRST AND c)
)
FINAL A~COUNT OF MARY MARTHA )
)
ZOLLARS,ADMINISTRATRIX,C.T.A.,)
)
OF THE ESTATE OF SHELDON ZOLLARS,)
)
a/k/a GEORGE SHELDON ZOLLARS,)
)
DECEASED.)
No.63-70-27
The Accountant is charged as follows:
To Amount of Inventory and Appraisement $19,171.82
.,.".''''.
To Gain on Inventbry .and ,Appraisem~nt $0.00
0.00
To Gain'on 'Sale of'Personalty ,
.To Loss on Sale of Personalty
To Incbme ,on Real Estate
To Loss on Sale of Real Estate
TOTAL ESTATE
TOTAL DISBURSEMENTS
NET ESTATE
0.·00...
0.00
0.00
0".00
$19,171.82
4,121.84 L-
$15,049.98
0.00
$19,171.82
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The Accountant claims credits as follows:
Rev.Kenneth McCay
Rev.Robert L.Ickes
Greenlee Funeral Home
Quinet Monuments
Funeral Services
Funeral Services,
-Funeral Arrangements '
Marker for grave
$10.00
10.00 1•
1,474.70 I
1530.00
Treasurer -Washington County -Personal Property Tax '
Bond for Administratrix
-,Administratrix Commission
Reimbursement for
following advances:
,
)85.00 .~
67.00 t
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23.64 ti
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71.50 I
900".00 I
3.00
14.00'
14.00
16.00
$24.50
-Balance on account of
Almeda Zollars
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Register of Wills -Letters &Certs.
Register of Wills -Filing Account
Observer-Reporter -Advt.letters
Register of Wills -Filing Inventory
Washington Co.Rpts.-Advt.letters
Fetherlin &Carl
Greenlee,Richman,,Derrico
&Posa
Dr.J.Paul Proudfit
Mary Martha Zollars
Greenlee,Richman,Derrico
&Posa '-Attorneys'fee 950.00
$4,'121.84
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In the matter of the Audit of Account in
Estate of,__S_H_E_L_D_O_N__Z_O_L_L_A_R_S-:...1 _a!-/_k.!-/_a_-'-_I
GEORGE SHELDON ZOLLARS,
..63-70~27No.,--.::.._
TO THE AUDITLNG JUDGE:Deceased.
ourEnter appearance for M.::....a:..:..r=-=.y----=M..::..:::.:a-=r__t:..:h..::..:::.:a---=Z=-o=...=l-=l:..:a:..:r=...=s--!,----=A:..::.=d:..:m.:.:i:..:n=i..=s:....:t:::r=...=a:...:t::r:..:l::.':..:X:...!,___
C.T.A.,of the estate of Sheldon Zollars,a/kja George Sheldon Zollars,
Deceased
&Posa
_-,D:o.;e=c-,==e~m"",b"-,e",",r=--,,19~
N.B.-Counsel shall,by separate paper,present a concise statement of each
claim,wHh supporting calculation of any interest claimed.Objections
to an account as filed,shall be concisely stated in a separate paper.
Council suggesting proper distribution shall file a separate concise state-
ment in that regard.
63070-27
NO.._~====
In re Audit of Account in Estlllte of
SHELDON ZOLLARS,a/~/a
GEQRGE SH~LDON·ZOLLARS,
AUDIT
'ra~rip~·~nr App~arahr~
.,.FOR
.Mary.M~i~ha Zol~ars;"
,n~fnihiE~r~~r-iv ~.ta
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3~5:~~i):g~on:Trust ~';liiding
W9-shp(g.ton,,Penns;Vlvanla
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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,paragrll?hs (3 )and (25).
COUNTY OF WASHINGTon}88.
STATE OF PENNSYLVANIA
Personally appeared bdore 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 Edior of the WASHINGTON COUNTY REPORTS,
the ofIiciaJI legal periodical for said Washington County,published weekly
hav.ing its place of business O\t Washington,Washington County,Pennsylvania,
and is acting as its agent in this behalf;that the said WASHINGTON
_COUNTY REPORTS was €Stablished on March 31,1920,and was designated
as the ofIiciallegal publicati:m 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 follcwing dates:
.........~.~.~~~.~y.~.~.~.??L.~.??.?..
........B.ebruuf,.5 1.9.1..0 .
that the affiant or the corp::>ration in behalf of which he is acting is not
interested in the subject mat:er of said notice or advertising and that all of the
allegations of this affidavit as to th~lacean~charact~DeeEI1'ic tio.are true.fIp
~tu .."C..·.........;.=..._~~Qi------------,...Sworn to and subscribed beJore .-------
?·~?··~~e.r.~..,19..7.9..11 ..
........A ~~~..
\Notary Public
.J r,{!,.-.n':~I'.:-II"O'IN'''''''L'AS r.._•.~~..IIo.Jl'~,fJ.,h~.."~"~....c.~.t.IV.:Ito .....nv ~mJ~1 IF';1lliU'Wli6I:Washi;:;gtoll,'Hasllir.gtllO Co.,IP'll\o
M~Ccmmissloil :ExpIres
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Estate -Notices'
The Register of WiHs has granted
letters,testamentary or of administration,
in the following estates.Notice is hereby
given to all persons indebted thereto to
make payment without delay and to those
having claims or demands to present
them for settlement to the Executors or
Administrators or their Attorneys.
•• • •• •• ••••••• • ••
ZOLLARS.SHELDON,a/k/a GEORGE
.SHELDON ZOLLARS,Dec'd.
Late of Somerset Township,Wash-ington County,Penna..
Administratrix C.T.A.:Mary Martha•Zollars,R.D.1,Box 286.Bentleyville,
Penna..'Attorneys:Greenlee.Richman,Der-rico &Posa,325'Washington TrustBldg.,Washington,Penna.,
.'
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Observer .Reporter
WASHINGTON,PENNSYLVANIA
PROOF OF PUBLICATION
In compliance with the News,paper Advertising Act of 16 May,1929,P.L.1784,as amended.
Commonwealth of Pennsylvania,County of Washington,SS:.
Personally appear·ed before me,a Notary Public in and for said County
and State,Richar.d s..•....CQW~who being duly s,worn
according to law,deposes and says that he is the ..Se.cr.et.a.r..y .
of the Observer Publishing Company,a f'lennsylvania corporation,and its
agent in this behalf;that the said Com.pany is·the owner and publisher of
the Observer-Reporter,succ'essor to The Washington Observer,established
September 18,1871,and The Washington Reporter,'established August 15,
1808,a daily news'paper of general circulation,printed and published and
having its place of business at Washington,Washington County.Pennsyl.
vania.where it or its predecessors have been established and published
continuous'1y for more than six months prior to the publication of the notice
hereto attached;that the printed notice or advertisement hereto attached
is a ,copy of an official advertisement,official notice.legal notice or legal
advertisement,exactly as printed or published in the Ob£'erver·Reporter in
its regular editions on the follOWing date or dates;.
...........................Janu.a..t.y 1..9..,..~.Q ~~4 ~.~~.~.~.~.~.y ?'-.~.~?.9..
that neither th'e affiant nor the Observer Publishing Company is interested
in the subject matter of said notice or advertising and that all of the allega-~~~,~thi,amo.,,,Mtoth.tim.,:c~;f"'C'on
'"
ADMINISTRATRIX c.t.a NOTICE
ESTATE OF SHELDON ZOLLARS;.also known as George SheldonZO~lars deceased late of SomersetTownship"Washington County,Pennsylvania.
Letfers'of Administration Ic.t.a.upon the above estate having beengrantedtotheundersigned,all per.sons having claims against the es.tate are requested to make knownthesametotheundersignedorhis
attorney and all persons indebted tothedecedentarerequestedtomake
payment to the undersigned 'witho\!tdelay.I
Mary Martha Zollars
R.D.1 -Box 286Bentleyville,Pennsylvania
.Greenlee.Richman'.Derrico 8<Posa325WashingtonTrustBuilding,Washington,}Pennsylvania:Attorneys _ .
I 70l5·Mon.·3T.
..-""
Sworn to and ,"h"~~:r:;:~~~970
WASHINGTON,WASHINGTON COUNTY
MY COMMISSION EXPIRES MAY 6,1972 .
J
Qtnurt nf Qtnmmnn JUras ,nf lIas4ingtnn Qtnunty,
,1
Jrnnsylnnnia,®rp4uus'Qtnun flinisinn
ESTATE OF No.63-70-T2 47
;,In the matter oftht:..e_--::..F.:::.i~rs~t -l8~n~d~-=F:....:i~n~a~11o-
George Sheldon Zo])ars,
deceased.
Account of Mary Martha ZoJ J .ars
AdministratriX CeT.A.
ADJUDICATION AND DECREE
Andnow '...,19---+L','this matter came on f~r heari.ng,
audit and distribution at this ses,sion and testim y taken;and thereupon,upon due con.slderatlon
thereof the balance for distribution in the hands of the Accountant is determined to ,be
$')3,658 •8).and the ,account is accord i ngIy confirmed;and it is o~dered,
adjudgeCl and decreed that the said balance be'paid out by the Accountant in accordance With .the
schedule of distribution hereto attached and made a part hereof,unless exceptions hereto be filed,
sec.reg.or an appeal be taken herefrom sec.leg.
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SCHEDULE OF DiSTRIBUTION
Bala'nee per account --:.;..··_
Balance _
Additional debit asked at audit
Additional credit asked at audit
,t
1208.83
2600.00
16,258.8:1\
$13,658 .81
Contribution to maintain assets of estate in'
kind,..~5543.33
Mary,hMartha Zollars,daughter,residue,includin
the following assets,held in kind and distribut:d
as such at the appraised value,per election
filed;
35 Shares General Motors Corporation
Common stock
H)O";Sfiar.es~Columbia Gas System,Inc.
Common stock '.
50 S~ares Signet'Corporation $3;~'QO.'
Cum.Pfd.Stock
550 Shares Anchor'Income Fund,Inc.
Capital Stock
206 Shares Helme PrOducts,Inc.
Common Stock4SharesSalem Brosius Common Stock
50 Shares Cities Service Company
Common Stock ,
5 Shares Pittsburgh Fairfax Corporation
Capital Stock
139 Shares Williams and Company
Common stock 9171.82
"'
No balance
19,171.82
,?f1,J97/
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28.50DeductClerk's Costs &Receiptsi...-I
Attorney Green]ee,Hj ehmen,nerri co &POil8
ftussell Marino,Agent,transfer inheritance tax,
including individual liability and transfer",
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IN THE ORPHANS'COURT OF
WASHINGTON .cOUNTY.1 PENNA.
No.63:":69-166
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,IN RE:ESTATE OF
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SHELDON ZOLLARS,a/k/a~
GEORGE SHELDON ZOLLARS,
DEC.EASED .
ELECTTON TO TAKE'TN KIND
GREENLEE.RICHMAN.
DERRICO &POSA
ATT,ORNEYS AT LAW
WASHINGTON TRUST BUILDING
WASHINGTON,PA.,15301
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IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA.
IN RE:ESTATE OF
:SHELDON ZOLLARS,a/k/a
.GEORGE SHELDON ZOLLARS,
DECEASED.
)
)
)
)No.63-69-166
)
)
ELECTION TO TAKE IN KIND
also known a George Sheldon Zollars,the following:
I,Mary Martha Zollars,'hereby elect to take on
account of £stributive share in the estate of Sheldon Zollars,
35 Shares General Motors Corporation
Common stock
I
100 Shares Columbia.Gas System,Inc.
Common stock
50 SharesO~Signet~C6rporatlonC $3.00
Cum.Pfd.Stock
550 Shares Anchor Income Fund,Inc.
Capital Stock
20~Shares Helme Products,Inc.
Common Stock
"
4 Shares Salem Brosius Common Stock
50 Shares Cities Service Company
Common Stock
5 Shares Pittsburgh Fairfax.Corporation
Capital Stock
139 Shares Williams and Company
Common stock ----,........~~.---_._---~-''''''.-----
-The above is to be credited against my distributive
share in the final distribution of the estate.
IN WITNESS WHEREOF,I h,ve hereunto set my hand and
seal this ci/cld day of~~,1970.
Witness:
,-----------...,-------------------------------------------,,-----
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-~----1-----------------------------------_f'---
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNA.
ORPHANS'COURT DIVISION
SHELDON ZOLLARS,a/k/a
GEORGE SHELDON ZOLLARS,
No.27 of 1970
)
)
)
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HEARING ON AUDIT
THE HONORABLE P.VINCENT MARINO,Judg
of the said Court.
GREENLEE,RICHMAN,DERRICO &POSA,
ESQS.,of Washington,Penna.,representing th
Accountant.
Wednesday,December 16,1970,at 10:00 o'elo
A.M.,EST.
Number 27 of 1970,the estate of Sheldon Zollars
deceased.The Administratrix CTA is Mary Martha Zollars and th
attorneys are Greenlee,Richman,Derrico &Posa.Mr.Greenlee?
Deceased.
ESTATE OF
IN RE:.
BEFORE:
THE COURT:
ai TIME:0:~0:oII.IIIlI:
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MR.GREENLEE:If the Court please,Your H mor,I have all the
necessary papers.There are no complications and there are no
outstanding debts or claims that I am aware of.
THE COURT:Is there anyone els e in Court interested in this
decedent's estate?
NO RESPONSE)
2
THECOPRT:The au dit of this.account is o'rderedciosedby ~he ...'".~
Court.
(A.UDIT CLOSED)
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~~.1 hereby ce.rutythat,the proceedi~s ~nd ~vidence are
...,z·,.~:<!ontained fuUy and aecuratelyin the notes taken by me on the ,hear~ng of
i',),.'~the ab~Je ca~se.and that this copy is a cOrrect trallBcript -of the sa~e.
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Form RCc.:33..
RESIDENT DECEDENT
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
COUNTY OF
/
IMPORTANT:This return must be completed in detail and filed in duplicate,'with will attached,with the'
Register of Will!,!of the County where decedent resided;Return is due within one year after
date of death,unless an extension is grante~by the Secretary of Revenue.(Sectio~703 of
the Inheritance and Estate Tax Act of 1961.)______~~~:~~~~~?:-::---------}~=OF
SBmefisett Township,ADMINISTRATJ'RIX,
Late of .:~~.~:.t:.P..9 9..p...............................................County C.T.A.
State of :.....P.enns..Y.l.vani.g }
•ss:
County or . . ..'tI.ashington .
........,~.~.:r:::y ~~.~.:r:::.:t::.h..?:~g.:I::.!.~.:r:::.~,,~Administrat~iK,C.M·Hte estate of the above-named decedent being duly sworn,depose S and say S :
c.t.a.
Th t h Administratrix d o'n t'f '1''th th if'f 'd t t d th rtaassucL........................................ep en IS amI lar WI e a aIrs 0 sal es a e an e prope y con-
(!l1<1lr~Admini8trator)
stituting 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:-..I .
Decedent cUed D.e.c.e~;~..2.7 ii.;;;.;.j ,19i·~~),{~~~~aVing a last will,copy of which is hereto attached',J
otherN:m:t:::i:::r::~r:fse:tttao:~::~:}···············;~·~~~;:·~·i·fi;~·~~~~;~~s·~~·~~·i··~~i~g:..?.s...~.•...............................
whom all correspondence should be Washington,Penns.ylvania......,.
mailed.
NAME AND ADDRESS OF BANK OR OTHER INSTITUTION THIS SAFE DEPosiT BOX RENTED RELATIONSHIP OF JOINT
_--=I.:.;N:-;;.WH::.I:..;C;:.:H:..·.;;;D.;;;E.:.;CE=.;D:..:E::.N;.,:T-:;.;R=.;EN;.:.;T:.,.E...;:D---,A....;:,.SA;.:.;F_E_D_E:.,.PO,,-S...;I:.,.T---:..B.:..OX --;IN---'.N_A.:..M:.,.E---:,.OR---'N_AM_E_S_O_F --t_·H_O....;:.LDERS TO DECEDENT
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!.That the contents of said safe deposit box or boxes are itemized under Schedules of this
return,with the exception of the folloWing,for the reasons hereinafter set forth:
That Schedule A attached.hereto and made part hereof sets forth fullv and in detail all the
real property in the Commonwealth of Pennsyivania of which decedent died having an interest·therein.It
also'sets forth the mortgage encwnbrances 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 colwnns prOVided therefore the assessed valuation of each of said
parcels,the estimated market value thereof as of date of death of decedent•
.That Schedule B attached hereto and made part hereof sets forth fully and in detail all personal
property wheresover situated owned by the decedent at the time of.death;all moneys left by the decedent
at the time of death,whether in decedent's immediate possession,standing to decedent's credit in banks
of deposit,savings banks,trust companies,or other institutions,whether individually,or 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 or 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,boats,and 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 mortgages held by decedent and of,all claims due and owing decedent
at the time of death,and all promissory notes or other instruments in writing for the payment of money
of which decedent died possessed,of 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 item;all moneys payable
to the es.tate .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 d~ath,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.
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In the case of securities of close or family corporations,the values reported are as far as
possible substantiated by financial statements of the corporations,showing the assets and liabilities
thereof as of the date of death.The schedule also sets forth the interest of decedent at the time of
death in any co-partnership or business,and in support of the value of such interest there is annexed to
said schedule,financial statements showing the assets and liabilities of said co-partnership or business.
A copy of the co-partnership agreement,(if oral,a statement setting forth the nature of the agreement)
together with a statement setting forth the character of the business,its location,and such·other facts
pertaining to the business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted.It should also set forth in itemized form,together with the fair market value
thereof,any other property owned or bequeathed by the decede~t 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 case of transfers intended to
take effect in possession or enjoyment at or after death,there is also attached -to the schedule a co~y
of the deed,trust agreement or other instrument creating the trust.Ther,~is also set forth in said
schedule a list of all property,real and personal,with its va~ue,which passes at decedent's death by
virtue of the exercise by decedent,either individually,or jointly with another,or any power o.f 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 0 attached hereto and made part hereof sets forth the names and addre~ses of all
persons beneficially interested in this estate at the time of decedent's death,the nature of their res-
pective interests,their relationship,if any,to the decedent,together with the ages at the time of
decedent's death of all minors,annuitants and beneficiaries for life under decedent's Will.It also
contains a statement showing which of the beneficiaries named in the decedent's will,.if any,died prior
to decedent,the dates of their death,their issue,andthe 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 r.ecord 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 claimed for and on behalf of this decedent's estate,including funeral expenses paid;
family exemption,where applicable;costs of administration of this estate;counsel fees and fudiciary's
commissions paid or to be paid;cost expended for burial trusts,tombstones or gravemarkers,and reli-
gious services,in consequence of the death of the decedent;debts and claims owing and 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,
have been carried forward and properly registered in the S~ary.
Subscribed and sworn.to before me this .
~~~~~~
(Street NumbeT).
...............?~.!.?:.~.!.f!:..y..Y..~.!J.~..!?~.!.?:~.~.y.~.Y.~.~.~.~.
(City or Town and State)
NOTE:Before signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled in with details or the word."None",and in case the assets include rare and unlisted securities,
securities of close or family corporations or an interest in any co-partnership or business,that the
data and statements required under the paragraph above relating to Schedule "B"are attached.Also make
certain that column #1 in the "Summary"has been properly completed as above-directed.
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TELEPHONE 9415-6196
T.M.BRAUN,M.D.
RD #1'
SCENERY HILL,PA,115360
WiYRA J.HARSH
J'otalY Pll"~Washington.Washington Co,
IfY Coawnlssion Expires March 12.1973
Sworn,to ,~~subscribed before
me thJ.s p~day ~May,1970.
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RCC-34,(1-64)'.
,COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF 'REVENUE
BUREAU OF COUNTY COLLECTIONS
'TRANSFER INHERITANCE TAX
RESIDENT DECEpENT
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 liE".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 wi th
a general description of the property,with a reference to the record of the
conveyance by which the decedent took title;If a farm state number of a·
cres;also statement of mortgage encumbrances upon each parcel at death
of decedent.Taxes,assessments,accrued Interest on mortgages,etc.,are
to be listed on Schedule "F"and must not be deducted from this schedule.
(1)
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
(2)
ESTIMATED
MARKET VALUE
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this spoce)
$3,915.00
Book 996,page.
Ile"-Transfers
Above conveyed
deed dated Nov
in the office
~'vashington e
Lot or parcel of land situat in Somerset
Township,Washington County Pennsylvania,
being 135 f t by 291.46 f et and contain-
ing approxima ely 0.9495 cres according
to survey of J 1ius Kep nach made June 19,
1956.
For Chi:dn
506.
See Schedu
I·'.
Insert this total opposite "real property",Schedule "A"in the X X X X X
liAs Reported"column on the last page of this return.
RESIDENT DECEDENT
CO~IONWEALTH'OF PENNSYLVANIA
'TRANSFER INHERITANCE TAX
RCC-35."'..
SCHEDULE "B"
PERSONAL PROPERTY
INSTRUCTIONS:This Schedule must disclose all tangible and intangible personal property owned indiVidually
by the decedent,at the time of his death.Property owned by the decedent jointly with another or others
must be listed under Schedule "E".Inta~gible personal property,titled.in the name of the decedent,but
payable at death to another or others,including but not limited to P.O.D.U.S.SaVings Bonds and tenta-
tive trust accounts,.must be listed,despite the fact that they are not of the administered estate.
Tangible.personal property should be listed first (e.g.jewelry,wearing apparel,household
goods,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 in any undistributed
estate of or income from any property held in trust under the will or agreement of another,even though
located outside of the State,at the time of death,should be listed in this schedule.
Item ITEM UNIT ESTIMATED DEPARTMENT VALUATION
No.List and describe fUlly VALUE MARKEl'VALUE (Do not write in
this space)
stock---
General Motor.s Corporation 35 8hs.Com.~68.40 $2,394.00 cl J 9¥.00-!
;
Columbia Gas System,Inc.-100 5hs.Com.25.46 2,546.00 c/~~c;.00
Signet Corporation-50 8hs.$3.00 Cum.Pfd.29.75 1,487.50 I,Ijt'J.50
Anchor Income Fund,Inc.-5~6 5hs.Cap.8.82 ;;-.~".~~t/f'5/,00l!;8§j];(H)I .
Helme Products Inc.-206 8hs.Com.17.37 3,578.22 3 5Wd~
I
Salem Brosius -4 5hs.Corn.5.15 20.60 &0.-6 (5
Cities service Co.-5.0 8hs.Com.41.47 2,073.50 ~/O?3,d3
eQ·'0d.oo
Pittsburgh Fairfax Corp.-5 8hs.Cap.55.00 275.00
~CJ </~.OeJ
V'1i11iams and Company -139 5hs.Com.14.00 1,946.00
Insert this total opposite "Personal Property",Schedule "B"in
the "As Reported"column on the last page of this return.
x x
RCC"-.3 Ei
,comroNl\K\LTH OF PENNSYLVANIA.
,-TIUNSFER INHERITANCE TAX
~~SIDENT DECEDENT
SCHEDULE "c"
TIlt\.NSFERS
(1)Did decedent,within two years of-death,make any transfer of any material part of his estate,without
receiving a valuable and adequate consideration therefor?(Answer yes or no)Yes
(2)Did decedent,within two years of death,transfer property from himself to himself and another or
others (including a spouse)in joint ownership?(Answer yes or no)Yes
(3)If the answer to (1)or (2)above is in the affirmative state:
(a)Age of decedent at time of transfer 70 :s,'ears
(b)State of decedent's health at time of making the transfer.(Note 1).Excellent
(c)Cause of decedent's death.(Note 1).Acute Coronary OCchlsion ..,.Instant
(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)!JO.
(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)_
(b)What was the transferee's age at time of decedent's '~eath?__
(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 tht'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)~10.
(6)If the answer to (5)(b)above is in the affirmative,state whether the right was reserved in decedent
alone or others ~_
(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 subject to change,
'because of a reserved power to alter,,amend,or revoke,or which could revert to decedent under terms
of transfer or by operation of law?(Answer yes or no)No.
(9)If the answer to (8)above is in the affirmative,was the power to alter,amend,or revoke the inter-
est of the beneficiary reserved in the decedent alone or the decedent and others?
(Answer yes or no)__
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
Lot or parcel of land situate in Somerset
Township,~vashington County,Pennsylvania,
being 135 feet by 291.46 feet and contain-
ing apP~9x~mately 0.9495 acres according
to survey of Jul,ius Kepenach made June 19,
1956.
MARKET VALOE
(Estimated)DEPT.VALUATION
(Dept.Only)
For Chain of Title see Deed Book 996,pagE '
5b6.$20,000.00
Insert this total opposite "Transfers",Schedule "C"in the
"As Reported"column on the last page of this return.$20,000.00
:.....,1,0>.
.";'.
ReC-3a
caMMONWE~LTH Of PENNSYLVANIA
'TRANSFER INHERIT~NCE TAX
RESIDENT DECEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRUCTIONS: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 "a",plus date of acquisition,and the name,address and relationship (if any)of co-owriers to
the decedent.
..
"
t ,,..:;:(~,.
..,/.
Description of Property,Date of Acquisition,Name I unit
Address and Relationship of Co-Owners,and Place I Value
of Record of Instrument,where Real Estate.I
Bank Account
•i '.
,The Union National Bank,Bentleyvilll~',
Penna.,joint names of Sheldon \
ZG~lars or Mary Martha Zollars,
balance as of December 27~1969 -
$3',756.'18 '-''1/2'th~reof ..
'.trpfr-ffK/J
·Bonds
U.S.Treasury Bonds-'Series'B -
registered in joint·names of Georgls.Zollars o~Miss Mary M~tha
Zollars -S·bondsat·$703.13·per
bond ....$5',625'0:04,-1/2 thereof
u.S.Treasury Bonds -registered in
joint names of Mary Martha Zollars
or Sheldon Zollars -$1825.00 -1/2 thereof''
.Mellon National Bank &Trust Co.,
Charleroi Office,Checking Account
joint names of Mary Martha Zollars
or Sheldon Zollars -balance at
date'of death $3,,~24.0S -l/2therl~of
OP~NICI},1..~...Jfj
,....0:.;..;-...,ti':....···.....,J'..,;.
percentage 'Estate
Share Vaiuation
"
.3 'i5t,J(
J
,:1,878.6...
2,S12115i
912.S(
DEPARTMENT VALUATION
CAUTION~Do not Write
In This Space..
Value of Value of
·Entire Decedent's
~roperty Interest
1i t'~:"'ll:••~-·.-------.,-----------------l-----lL..-----..L-,--:--:..·.---+--------+----....:.-
~.·'....:'·.1'1'Insert this total opposite "Jointl.y Owned Property",Schedule "~;,.•t 'I'~'I::,-,,3
'"in the "As Reported"colunm on the last page of this return.'{j~,-;.;:~.JJ,L.I'.-,,-..J-,;l t 9,;l1'3.aj-
~,:::
RC.C:"37 •(12-6)-)
--'-,.
COMMONWEALTH OF PENNSYYLANIA
TRANSFER INHERITANCE TAXR~SIDENT DECEDENT
SCHEDULE "0"
BENEFICIARIES.
(
h
IiENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED "(If step-children or DATE INTEREST OFStatefullnamesandaddressesofallwhoillegitimatechildrenDECEDENTOF" "BENEFIOIARY ~
interest,vested,~ontirigent~6r other are involved,set STATE YES IN ESTATE ',ave an OR NO BIRTHwise,in estate)forth this fact.)-Mary r-1artha zoJl.lars .-
-y;IJ.J.-ClJlSlX It.,OO Daughter Yes r;-/tJ --<y Residuary Legat:eelJ.....~~'"n'u':1 1 "",..,.,'\7,;:,;..,;,;:,
'J.....
.."-,"-.''......'.'
~
"
,
"
"0'
:":
"
..
"
, ,
,,
..;
,.
,,.,
..
Deponent fUrther says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
............................
OF THE
ESTATE OF
MATIER OF THE APPRAISEMENT
~~
;,-;~
,,~
f.~,.
,
I':l.1r
~
:.1
~."tl ~
"1 (t ro~.~..e;t;0.....::s "tl~eo a
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'-lo....
~tt-l:-'~
~.:~,.-'0-(\)":-."'~-:"
ttJ~o~(D
t1~
,...;j
~~so
~.~-I\>ft
G')...S;
'"
..(Executor-Administrator.
must complete '''As
Reported".column·#1.).
.!"'
"'j
.'.......
~
.1.;
...
.:.~"
.......,~
Deceased
P.Il THE
..
!No :.J?.7 Year 70
Late of ..
Will
Administration
"
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'"::0('1)-
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.........~....:f:~QH'·:O\o.,..;J.:1.11 (:)H
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enc::~::::
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vj'
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-=~....,.:(::
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:E-;,-;~:-;~'2~r-"~f-;
REPO~~@!APP~~ISK~:~
:::._(i)!:~r=:(fJ (l)----
...:.'-cl "'flC)r:-;'r-r~,
.-/;0 ._r.,i
C)....~....I
~-:~~?;
'.:"")~->-o :..-:.~
Commonwealth of Pennsylvania
County of
•
t
~~-EI)~~~-'
:>:r.
~~~--..."":----.................
t:J(t-_r:l'.:)J-=8..
----:-:FI:;J..~,,Y'I';-:.."----.........'"'\";"....~..~-...
\'...-
,.-..
"I,~?
~.
Register of Will.,Agent
Form RC C·lO
OFFICE OF TME
REGISTER OF WILLS
OF __W_a_s_h_i_n.....g"-t_o_n__COUNTY
AND AGENT OF TME COMMONWSALTM
STATEMENT OF 'DEBTS
AND DEDUCTIONS
a
~:uJ...I:!jJ~...:u..u;:;...I...I.l.uL.L..-l.J.ZJ..joul-+!L..ars...-LATE OF Somerset Townsb jp ~Wash jog-ton County,
Pennsylvania
DATE OF FILING APPRAISEMENT DATIi OF DEATM December 27,1969
DATE NO.OF
VOUCHE"l NAM&:OF PAYEE
Rev.Kenneth McCay
Robert L.Ickes (Minister)
Greenlee Funeral Home
Ouinet Monuments
.c r.?·"
Dr .T P;::jll1 ~"'"';t:
M~rv M~rtha Zollars
Washinqton County Reports
Observer-Reporter
Treasurer-Washington Co.
REMARKS
Funeral Services
Funeral Services
Funeral Arrangements
Marker for arave
T.....1:.t"'........~;-I=;.
Bond for Adm;n;~.X
Balance on account of
7\1 .........~...'7.....11 ......~
Administratrix Comm;~~;nn
Advertising Estate
Advertising Estate
Personal Property Tax
AMOUNT
10 00
10 00
1,474 70
530 00
')A c::.n
He;00
6"nn
900 00
14 00
14 00
23 64
Reaister of Wills Filinq Inventorv 3 00
---+---t---~~'DI......~I'Jt.:r;L.:'~s..:t+-·.eol~·......J.("\;).;t.-F_TIAlNr~;·.J'_'w~a_._+J1<'!:.:';L·.L'~;'.IlnlLg...ln..J.21~c:cml.t.._+_-._---~,~0n_
Greenlee,Richman,Derrico Attorney's fee j"..·~:f5'OI 00
&.t'osa
$4,121 84
l (V t I "
---+---t---+-----------------+-----------------+-----+---
COMMONWEALTH OF PENNSYLVANIA
CTA=:=..L-~=..::.;::.=......;.-=-=:=.;=:=..L--=..:.:::=:.:.:.:::.=._==:...=:..~.::.::.:.......::..::.:..:...HEREBY CERTIFY.THAT.TO THE SEaT OF
FUNERAL EXPENSES AND EXPENI!IEl!l 01"
~l.~_,~."-:,'MYRA J.HARSH
./.'"
,Notary PuS,tit.Washington.Washington Co.
.MY Commission Expires March 12~IWf
l.
\~!"',\',:.\.\.....'...'.•'"'t
,"\.
•1
\\
\
..'
c :
.':
.'.
Dear Mrs.Zollars:
You are hereby notified that the _o_r_i...lg""i;;,;.n.;..a..;;l~--------
appraisement in the estate Of__~~~H~e~l~awe~ft~Z~o~l-J~a~r~s-----~~------h~s been filed in the office of the Register of Wills Qt vJashington
County Qn October 15 ,19~.Said .ppraiaement reflects the
following 'valuations:
..,
,
'.
IN VOU"......V "'...
"...."TO'
.>.
,(~Administr.ator)
COMMONWEALTH 'OF PENNSYLVANIA
DEPARTMENT OF'REVENUe
BUREAU OF COUNTY COLLECTI'ONS
INHERITANCE TAX DIVISIOI'l"~"~7'
NOTICE OF FILING OF APPRAISEMENT
~~ry Martha Zollars
____W....;a;;.;s;.;.h;;;:ingt==on::.--------County -rUe Ho.63-:zo-27
Estate of SheldoD Zollars aik/a C~QPg8'Shelaeft ZollarsInRe:
Rcc-el (2-64)
!f.~i";~~/"."""".',:;-I.~
iIwiftlUj .llJ..,.ti.&•..,i,lH.:;;:.e-.;ld....i ~..;9~,..,;JLWLI.Iil)...,,2J~_..-;..
Personal Property ~1~9~J~17~1~1~.~8~2------
Tran.fers ~2~O~,~OOO.~~.OO~----
Total 4;...8..,::,.:;.5_1,;,5..;.0-0,:;,5---
D:W;:;OF DL;\TH:12-27-69
,.AD7 party in interest who is aggrie1ed by an appraise.ent ..y
appeal therefrom as prOVided by law.
Date _~Q~c....t,.Q,,",bl.lije...r.-.l,.i5~,_..1.'...97....°101-----
As to such tax that is'paid within three months froa date of
death,'a five (~~)percent discount is allowable.As to any tax that
,remains unpaid after one year from date of death,interest at the rate
of siz (e~)percent per annum is charged.
I
Note:This is not a bill.
I,
i
-'
--:-,_...
FILE NO.63-70-27
\/
\.i'\.../
DATE OF DEATH 12-27-69
SUMMARY
(Initial)
Sheldon
(First Name)
RCC-39 (5-68)
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT1===============================
IEs tate of Zollars
(Last Name)
REPORT OF INHERITANCE TAX APPRAISER
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington,
Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at
the values set forth opposite each itern in the last column to the right in Schedules "A","B", "C",and "E".
Da ted:_....l..tO~ct.l".,u.ghu.et:O.rL:..._1.L.,5~,t--1L.;9;z..,7~O.l..---
REPORT OF THE REGISTER OF WILLS
Dated:-:...'_.,_
-'C'!~·t;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 am'ount is set forth in the last column to the right in Schedule "F",which gre lesser amount represents the sum
allowed as a deduction.
"19.171 82
2:0.000 00
'J,'34'3 ~j ,
48,515 05
$
19.171 82
20 000 00
\}.'34'3 £'3
48~515 05
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS.REAPPRAISED
$$-------+--
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
Joint ~'Held Property (Schedule E)
TOTAL GROSS ASSETS
Less Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation of life estates or -l=.
FOR USE OF REGISTER ONLY
Tax on $------------l--
Tax on $------------i--
Tax on $----------+--
Tax on $------------If---Tax on $-..__
Exemptions========t==Total Estate -1..__
TOTAL TAX
2%
6%
5%
10%
15%
*
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
BALANCE OF INHERITANCE TAX DUE $t=
Add interest at rate of 6%from
_____to $------.
AMOUNT OF ESTATE TAX ASSESSED $----~I-
Estate tax paid $......IL-
BALANCE DUE $---11_
Add interest at rate of 6%from t=
-------I.t'o-----,,$---------l
TOTAL TAX BALANCE $----~
PAID $....l
--------------------------------------------------"
FOR USE OF REGISTER ONLY ADJUSTMENTS j .-
NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason,
same should be noted below,with short explanation.
Will
Administration !No.....................Year
IN THE
MATIER OF THE APPRAISEMENT
OF THE
ESTATE OF
..Sheldon··Zollars···ri~c·~~~~d .
Late of Somerset.........
County of Washington .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
-"'-
.l:~
!
~..,-~
~.....
i,
c#
..
I
't~
, I
....
lo law,
2~Z-1
----l----
,
I Penna.
--~-9-,-34-
..------11----
------~--+---
----_._-+--
,..','..
63-70-27
___-4...:..1__
\
...-------!IJ------~_.,._-'\
..
il.t.T!10-15-70
/)<:...I .WasQington
I;.","\(:;
J 'l '
.,
19ix69
.·:r','
~.--.----.-.--+-----II------f-----,-
\":,J'
Coinmonwealth or
-.··f
..,.
•'"'rr~t·(>r ar:t1 St r.·~·j l
W~)
._-_..._---_.-'-....-._._...---_•.
,T-._=~~~_-~..~__=l--=---
.---------.----'---·-·-~·1---,-'
------'!£bt-a:l-----
;,..'!k
•",l~',n
i
December
.\
Zollars
George S.heicn;n'~ate of..-.\
.,t
t11 ~
f)(
'..
...··~ttl.tt·h trHn~~t~rrt'11)po.·;~:I.'...'-;jr.:,d'":~J'\Int ~~t ttl cn!l.·if r;ltl !'t>!'.'l';qlt'(it:;~t'ctt:nt a~tt~r
tilt'('UJ:!illhll .\1 f\lLll •en-by ('XI""'."'~n·...'~'..,-,~p".ri~llt :.•,I~'ill ,,~.•:iC!;l.""l'~S tnu.sfer
;l[.Y ,,,\1'1(':1 future 11 t're:--:~.
..".../r~:'
'":;1.~tt··,·,
-------------------...-.---..--,_~il------+_--
-----------------------~-----_.-----_.
\lONWE.\LTH III i')'.......;"'Y·
~l.:;ji;i':l\'J !:"-.'UFUn:\"','
---'-------
._------,,.-------------~._._-----.-
-7--------.~---...
._-.--_...-~--
a/k/a
ed.....t.o....apPr.aisement.__.~_.-:_-.._~_
---------------_..'---1----'-~-'-
-------._.._._~-._---._.~-_.------_..~-'---~---,----+---
------~._--..--~..----·----r
-.~=~-=~.-==-.~=----~~..---------=-l--=~-"----'n----------11---
i
-:;.==---==--==:-..:.=---==::::=--=:'==-=::='-=--==--rr--.----., I ~Jr·;t ,~A~~Ir;JJst'ment
of Auet !\1.'i~for !'.ne"tance_.-~-=~---l~-~~:'-t~:~'"'~+__e'_
----------.-----------.-------1----·-·---""1'..---.------t---,i \hecLtg_apP;r'~i§~tIl~J:1t_."-'------t ~f .19,17L a:L
--._-.-------------.----------..---l-.----.~------
I !\+-----H---.------
ched t(,--ajlpr~~n:=-~~__~_~::::t::_~=1_~20._,_.0_0_+--0-
---.-..--L-~
.._:\;l'-
\
......j
.--.'--
:-~,.
,to ...~...,.,__,',....
I"Form iV\<~-2·,.;)-Lfj....-:~~"
•CO:\1.
)iEPARTMENT OF Rf.V!::Nn:i
nt!1tEAb OF COUN'IY cor.u~('TlI.l~·'I I
HARRISBURG.('E~SA.I,I-_._._-----............~....
\
Whereas.Sheldon Zollars,
in the Cou'nty of ...Washington
the.27th ..~'i.'y
Jr'~\.
subject to n IerItar.r~l'I ax t1nUl:f the la1\'
Tht~refor,)I.W.R.Chaney
h'aving been tk"ig;:att.:·d to rrak"a ""~-.0
the cash value of all u:ultitir,"i II(l .to 1 rt~t .'
In Ihe (""I'.II.,,'cLI..\.!,.,i.:'tl HitPCt :UI l1.:,
the expiration "'.nj p tllil 'vr lift·or ;or )'t'ur.....
inheritancE'tl1Xf>S f\f ttlp !.lv:\,l collater"l rate on
-
Ducrlpilun
.''----_._--_.-
-·~--~r_GpeFty-:-:.-
Se~schedule "B"at:t..ac
I
iI,
Tran§f~Ls.!---
Se~:2..c.hgiule._.!.!.C!!:_~att..a.
._---_.
Jt.Held::
Sae---S..Ch.e.dule IIE"at.tach/
.
,.\
\
--J.
«
---
.
---
-_.
Having been duly sworn accordjnf.;
formity with law on tbis ,.
",.l.
r,
"
-----;;:t'-------------------------------------.J
XXXXIXXXXXXXXXXXXXXXXX 244 Washington Trult Building
Rove.ber 2,1910
MR.JOSEPH F.SHAMAY,ASSISTANT CHIEF
COMMONWEALTH OF PENNSYLVANIA"
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
FINANCE BUILDING
HARRISBURG,PENNSYLVANIA 11127
RE:E.tate of Sheldon Zollar.
Late of WaShington County
,Date of Death:12-27-69
File No.63-70-21
Dear Mr.Shaulay:
Please may we have your,permil'ion to correct the above mentioned
estate..
The Joint Bank Account held in the Mellon National Bank &Trult
Company vas reported at $1,562.02 and we changed it to $1,862.03.
The original amount reported was correct,This would change the
amount of Jointly held property from $9,343.23 to $9,043.22.
Awaiting your reply,I remain,
/mjr Very truly yours,
/'?.,.Q~I'dj'_/51 .11 ...-';•.If ----'-7--WILLIAM R.CHANEY-l
CHIEF APPRAISER
C,-3 -7 tJ -;:(7
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF,COUNTY COLLECTIONS
HARRISBURG
17127
November 6,1970
,;
'Mr.William R.Chaney,Chief Appraiser
Inheritance Tax Division
Room 244 Washington Trust Building
S.E.Corner East &'Main Street
Washington,Pennsylvania 15301
Re:Estate of Sheldon Zollars
File No.63-70-27
County of Washington
Date of Death:12/27/69
Dear Mr.Chaney:
We have your letter of November 2,1970,requesting permission tq make,
a correction in the amount appraised in Checking Account #295-1627,deposited
in the Mellon National Ba~and Trust Company,Charleroi Office,in the ap-
praisement of October 15,1970,in the above estate.
Our records in this estate were checked and we find o~r copy of the RCC-
~3 form issued by the bank shows the balance in said account 'to be $3,724.05"
of which the decedent's one-half (1/2)interest or $1,862.03 was listed on
Schedule tIE'!i.
Therefore,permission cannot be granted to change the amount as you re-
quested unless,of course,you have other evidence from the bank.If this
is so,please submit it to this office and we will take further consideration
in this matter.
Herbert A.Brinkley,Tax Examiner
Inheritance Tax Division
For:William S.Brandamore,Director
Bureau of County ~ollections
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